Sanofi - SNY

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
DODGE & COX History No change 28,088,274 1,198,245 0.63% 0.63% 1 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 10,702,527 456,569 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History Reduced 9,597,228 395,693 0.11% 0.13% 3 -1,029,860 -9.69% Q3 2026 Nov 06, 2026
BANK OF AMERICA CORP /DE/ History No change 8,008,572 341,645 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 6,689,182 290,511 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 6,798,961 290,043 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
Mondrian Investment Partners LTD History Added to 5,652,139 233,037 4.32% 3.63% 7 +129,575 2.35% Q3 2026 Oct 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,168,890 177,844 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 4,136,417 176,460 1.24% 1.24% 9 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 3,849,802 164,232 0.24% 0.24% 10 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 3,844,844 164,041 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 3,678,422 156,921 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,402,765 145,160 0.03% 0.03% 13 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 3,273,820 139,661 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,212,810 137,058 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,170,755 135,265 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,014,903 128,615 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,994,745 127,755 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 2,680,973 114,370 0.35% 0.35% 19 0 0.0% Q2 2026 Aug 12, 2026
Regal Partners Ltd History No change 2,653,974 113,218 6.25% 6.25% 20 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 2,596,507 110,766 0.01% 0.01% 21 0 0.0% Q2 2026 Sep 02, 2026
EQUITY INVESTMENT CORP History Added to 2,636,859 108,717 2.05% 2.12% 22 +34,888 1.34% Q3 2026 Nov 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 2,405,640 102,624 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,205,301 94,078 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History Added to 2,240,199 92,363 0.02% 0.02% 25 +111,808 5.25% Q3 2026 Nov 06, 2026
Alyeska Investment Group, L.P. History No change 2,112,012 90,098 0.23% 0.23% 26 0 0.0% Q2 2026 Aug 14, 2026
Vestal Point Capital, LP History No change 2,000,000 85,320 1.99% 1.99% 27 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,936,502 82,611 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History Reduced 1,990,147 81,798 0.41% 0.42% 29 -11,304 -0.56% Q3 2026 Oct 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,835,859 78,317 0.15% 0.15% 30 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,824,428 77,830 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,693,442 72,242 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,690,344 72,110 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Capital Research Global Investors History No change 1,677,399 71,557 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History Reduced 1,573,455 64,873 0.01% 0.02% 35 -1,110,447 -41.37% Q3 2026 Nov 06, 2026
Optiver Holding B.V. History No change 1,430,661 61,031 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,222,650 53,099 0.68% 0.68% 37 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,095,251 46,693 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
ARMISTICE CAPITAL, LLC History No change 1,064,000 45,390 0.56% 0.56% 39 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 877,020 37,413 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 873,273 37,253 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 820,078 34,984 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 804,056 34,301 0.37% 0.37% 43 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 771,821 32,925 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 763,654 32,577 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 11, 2026
Newport Trust Company, LLC History No change 696,331 29,705 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 684,619 29,205 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 681,878 28,114 0.51% 0.51% 48 +7,735 1.15% Q3 2026 Oct 27, 2026
Qube Research & Technologies Ltd History No change 634,794 27,080 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History No change 615,593 26,261 0.26% 0.26% 50 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 608,746 26,145 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
Willis Investment Counsel History No change 602,300 24,832 1.26% 1.22% 52 0 0.0% Q3 2026 Oct 20, 2026
TRUIST FINANCIAL CORP History Added to 583,245 24,047 0.03% 0.03% 53 +3,063 0.53% Q3 2026 Oct 30, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 504,024 21,501 2.46% 2.46% 54 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 479,078 20,437 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Group plc History No change 471,254 20,103 0.03% 0.03% 56 0 0.0% Q2 2026 Jul 31, 2026
BROWN ADVISORY INC History No change 469,285 20,019 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 483,579 19,701 0.02% 0.02% 58 -28,157 -5.5% Q3 2026 Nov 03, 2026
Creative Planning History Added to 471,176 19,426 0.01% 0.01% 59 +20,738 4.6% Q3 2026 Nov 02, 2026
M&T BANK CORP History No change 455,290 19,423 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 04, 2026
Jupiter Topco LLC History No change 445,400 19,000 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 443,390 18,915 0.13% 0.13% 62 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 416,308 17,759 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
GRANDFIELD & DODD, LLC History Added to 385,082 15,876 0.85% 0.86% 64 +439 0.11% Q3 2026 Oct 28, 2026
Sio Capital Management, LLC History No change 364,200 15,536 2.57% 2.57% 65 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History No change 360,443 15,374 0.33% 0.33% 66 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 346,469 14,780 0.4% 0.4% 67 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 339,551 14,485 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 338,674 14,448 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 349,625 14,415 0.0% 0.0% 70 +13,457 4.0% Q3 2026 Nov 05, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 329,779 14,068 0.21% 0.21% 71 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 339,982 14,017 0.0% 0.0% 72 +133,208 64.42% Q3 2026 Nov 05, 2026
Krensavage Asset Management, LLC History No change 323,946 13,820 5.25% 5.25% 73 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 307,977 13,138 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 302,447 12,902 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 291,601 12,434 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History Reduced 295,098 12,166 0.0% 0.01% 77 -143,714 -32.75% Q3 2026 Nov 04, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 285,165 12,165 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 280,472 11,965 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 05, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 269,515 11,497 1.5% 1.5% 80 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 266,372 11,363 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 265,270 11,315 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Reduced 273,667 11,283 1.2% 1.36% 83 -785 -0.29% Q3 2026 Oct 19, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 258,642 11,033 0.41% 0.41% 84 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 258,125 11,011 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 254,648 10,863 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 246,181 10,502 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Altrius Capital Management Inc History Added to 254,678 10,500 1.87% 1.93% 88 +15,931 6.67% Q3 2026 Nov 05, 2026
Walleye Capital LLC History No change 236,351 10,082 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 235,126 10,030 0.51% 0.51% 90 0 0.0% Q2 2026 Jul 23, 2026
ASSETMARK, INC History Added to 238,413 9,829 0.02% 0.02% 91 +27,402 12.99% Q3 2026 Oct 21, 2026
MML INVESTORS SERVICES, LLC History No change 223,048 9,515 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 218,432 9,318 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 18, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 214,142 9,135 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
Goodman Financial Corp History No change 208,841 8,909 1.38% 1.38% 95 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 208,009 8,873 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 206,873 8,825 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 215,365 8,758 0.02% 0.02% 98 -4,064 -1.85% Q3 2026 Oct 16, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 210,489 8,678 0.09% 0.1% 99 -7,385 -3.39% Q3 2026 Oct 27, 2026
Walleye Trading LLC History No change 198,300 8,459 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 03, 2026
OLD MISSION CAPITAL LLC History No change 198,209 8,455 0.13% 0.13% 101 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 195,567 8,342 0.11% 0.11% 102 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 176,479 7,528 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History Added to 182,393 7,520 0.67% 0.7% 104 +418 0.23% Q3 2026 Oct 21, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 180,633 7,447 0.0% 0.0% 105 +56,034 44.97% Q3 2026 Nov 04, 2026
Jefferies Financial Group Inc. History New 90,116 7,430 0.06% — 106 +90,116 New Q3 2026 Nov 05, 2026
Tidal Investments LLC History No change 165,289 7,051 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 159,684 6,812 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 159,361 6,798 0.09% 0.09% 109 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History Added to 164,036 6,763 0.02% 0.01% 110 +76,879 88.21% Q3 2026 Nov 05, 2026
&PARTNERS History No change 149,234 6,359 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 143,292 6,112 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 12, 2026
NICHOLAS COMPANY, INC. History No change 146,520 6,041 0.11% 0.11% 113 0 0.0% Q3 2026 Nov 05, 2026
Ethic Inc. History Added to 145,079 5,981 0.07% 0.07% 114 +16,290 12.65% Q3 2026 Nov 03, 2026
TrueMark Investments, LLC History Added to 145,057 5,980 0.7% 0.67% 115 +19,188 15.24% Q3 2026 Nov 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 144,657 5,964 0.11% 0.1% 116 +14,625 11.25% Q3 2026 Oct 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 143,800 5,928 0.36% 0.5% 117 -50,117 -25.84% Q3 2026 Nov 06, 2026
Atria Investments, Inc History Added to 143,750 5,926 0.06% 0.05% 118 +38,095 36.06% Q3 2026 Oct 15, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 138,522 5,909 0.05% 0.05% 119 0 0.0% Q2 2026 Sep 23, 2026
GUARDIAN CAPITAL LP History No change 132,378 5,647 0.14% 0.14% 120 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 130,339 5,560 0.11% 0.11% 121 0 0.0% Q2 2026 Aug 11, 2026
OPAL CAPITAL LLC History No change 125,869 5,369 0.96% 0.96% 122 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 122,510 5,226 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 120,829 5,154 0.35% 0.35% 124 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 124,956 5,151 0.0% 0.0% 125 +10,034 8.73% Q3 2026 Nov 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 112,308 4,791 0.06% 0.06% 126 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Added to 115,625 4,767 0.03% 0.03% 127 +4,974 4.5% Q3 2026 Nov 06, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 113,396 4,675 0.01% 0.0% 128 +88,094 348.17% Q3 2026 Oct 30, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 110,062 4,537 0.09% 0.1% 129 0 0.0% Q3 2026 Nov 03, 2026
CIBC Asset Management Inc History Added to 103,460 4,265 0.01% 0.01% 130 +8,855 9.36% Q3 2026 Nov 05, 2026
Sanctuary Advisors, LLC History No change 99,844 4,259 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
Thomasville National Bank History No change 99,727 4,254 0.23% 0.23% 132 0 0.0% Q2 2026 Jul 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 101,248 4,174 0.01% 0.01% 133 -24,213 -19.3% Q3 2026 Nov 02, 2026
GQG Partners LLC History No change 97,640 4,165 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 97,168 4,145 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 94,951 4,051 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
First Bank & Trust History Added to 97,494 4,019 0.59% 0.53% 137 +13,561 16.16% Q3 2026 Oct 16, 2026
Northwest Bancshares, Inc. History No change 94,207 4,018 0.72% 0.72% 138 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 89,489 3,817 0.07% 0.07% 139 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 89,202 3,805 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 121,857 3,766 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Added to 92,404 3,717 0.17% 0.17% 142 +1,447 1.59% Q3 2026 Oct 09, 2026
World Investment Advisors History No change 77,119 3,709 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 86,842 3,704 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History No change 85,773 3,659 0.55% 0.55% 145 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE GROUP LLC History No change 85,413 3,643 0.15% 0.15% 146 0 0.0% Q2 2026 Aug 13, 2026
NewSquare Capital LLC History No change 84,503 3,604 0.27% 0.27% 147 0 0.0% Q2 2026 Jul 28, 2026
Cardinal Capital Management History Added to 86,444 3,564 0.41% 0.42% 148 +5,994 7.45% Q3 2026 Oct 21, 2026
Synergy Asset Management, LLC History Reduced 86,463 3,564 0.33% 0.36% 149 -4,225 -4.66% Q3 2026 Nov 05, 2026
NewEdge Wealth, LLC History No change 81,708 3,485 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 10, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 79,091 3,434 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 78,997 3,370 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 78,850 3,363 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History Added to 81,376 3,355 0.37% 0.36% 154 +34 0.04% Q3 2026 Oct 14, 2026
American Assets Investment Management, LLC History No change 80,000 3,298 0.2% 0.21% 155 0 0.0% Q3 2026 Oct 30, 2026
Catalyst Capital Advisors LLC History No change 79,028 3,258 0.05% 0.06% 156 0 0.0% Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 75,597 3,225 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 77,758 3,205 0.0% 0.0% 158 -2,443 -3.05% Q3 2026 Nov 05, 2026
J. Goldman & Co LP History No change 75,000 3,199 0.08% 0.08% 159 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History No change 73,420 3,132 0.52% 0.52% 160 0 0.0% Q2 2026 Aug 11, 2026
DCF Advisers, LLC History Added to 75,000 3,092 0.7% 0.08% 161 +65,000 650.0% Q3 2026 Nov 04, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History New 74,502 3,072 0.3% — 162 +74,502 New Q3 2026 Oct 27, 2026
FULTON BANK, N.A. History Added to 73,009 3,010 0.09% 0.09% 163 +4,813 7.06% Q3 2026 Oct 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 67,824 2,893 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 19, 2026
Raleigh Capital Management Inc. History Added to 69,856 2,880 0.9% 0.86% 165 +6,462 10.19% Q3 2026 Oct 28, 2026
Verition Fund Management LLC History No change 65,000 2,772 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
Waterfront Wealth Inc. History Added to 67,060 2,771 0.44% 0.41% 167 +6,600 10.92% Q3 2026 Nov 03, 2026
MOTCO History No change 64,547 2,753 0.24% 0.24% 168 0 0.0% Q2 2026 Jul 31, 2026
CWA Asset Management Group, LLC History Added to 65,656 2,706 0.08% 0.08% 169 +7,181 12.28% Q3 2026 Oct 19, 2026
Russell Investments Group, Ltd. History Reduced 64,509 2,659 0.0% 0.01% 170 -237,988 -78.67% Q3 2026 Nov 06, 2026
BENJAMIN EDWARDS INC History No change 61,602 2,627 0.02% 0.02% 171 0 0.0% Q2 2026 Jul 24, 2026
Quadrature Capital Ltd History No change 60,025 2,560 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 63,417 2,551 0.0% 0.01% 173 -38,793 -37.95% Q3 2026 Oct 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 29,339 2,516 0.12% 0.12% 174 0 0.0% Q3 2026 Oct 15, 2026
HighTower Advisors, LLC History No change 58,761 2,506 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History Reduced 60,459 2,492 0.01% 0.02% 176 -78,280 -56.42% Q3 2026 Nov 02, 2026
ADAR1 Capital Management, LLC History No change 57,100 2,435 0.11% 0.11% 177 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 56,982 2,430 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 27, 2026
SSA SWISS ADVISORS AG History No change 56,555 2,418 0.91% 0.91% 179 0 0.0% Q2 2026 Aug 05, 2026
Stelac Advisory Services LLC History No change 56,555 2,417 0.45% 0.45% 180 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 55,127 2,351 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 54,377 2,320 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 53,426 2,279 0.01% 0.01% 183 0 0.0% Q2 2026 Sep 23, 2026
Campbell & CO Investment Adviser LLC History No change 52,949 2,258 0.12% 0.12% 184 0 0.0% Q2 2026 Aug 03, 2026
Palouse Capital Management, Inc. History No change 52,316 2,231 1.39% 1.39% 185 0 0.0% Q2 2026 Jul 08, 2026
MAVERICK CAPITAL LTD History No change 51,572 2,200 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History Added to 53,207 2,193 0.02% 0.02% 187 +5,623 11.82% Q3 2026 Oct 28, 2026
Orion Porfolio Solutions, LLC History No change 50,917 2,172 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 49,939 2,130 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History Added to 51,117 2,107 0.09% 0.1% 190 +5,007 10.86% Q3 2026 Oct 26, 2026
Strategic Global Advisors, LLC History No change 47,034 2,059 0.29% 0.29% 191 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 47,564 2,029 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 11, 2026
Old Port Advisors History Added to 48,915 2,016 0.4% 0.4% 193 +835 1.74% Q3 2026 Oct 23, 2026
Euro Pacific Asset Management, LLC History Reduced 45,375 2,016 0.16% 0.02% 194 -493 -1.07% Q3 2026 Oct 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 46,970 2,003 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 46,489 1,983 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 46,424 1,980 0.0% 0.0% 197 0 0.0% Q2 2026 Oct 27, 2026
EagleClaw Capital Managment, LLC History No change 45,410 1,937 0.26% 0.26% 198 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 45,215 1,928 0.14% 0.14% 199 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 44,866 1,913 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History Added to 45,937 1,894 0.01% 0.01% 201 +337 0.74% Q3 2026 Oct 26, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History New 45,885 1,891 0.45% — 202 +45,885 New Q3 2026 Oct 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 44,233 1,886 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 45,685 1,883 0.03% 0.02% 204 +14,880 48.3% Q3 2026 Nov 05, 2026
RHUMBLINE ADVISERS History No change 43,933 1,874 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 11, 2026
44 WEALTH MANAGEMENT LLC History No change 43,343 1,849 0.61% 0.61% 206 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 43,300 1,847 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 13, 2026
BTC Capital Management, Inc. History No change 43,138 1,840 0.11% 0.11% 208 0 0.0% Q2 2026 Jul 16, 2026
Glass Wealth Management Co LLC History Added to 43,925 1,811 0.57% 0.62% 209 +275 0.63% Q3 2026 Oct 28, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 43,463 1,791 0.39% 0.38% 210 -670 -1.52% Q3 2026 Oct 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 42,824 1,766 0.0% 0.0% 211 -1,774 -3.98% Q3 2026 Nov 02, 2026
DEUTSCHE BANK AG\ History No change 40,738 1,737 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 39,831 1,699 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 39,723 1,694 0.03% 0.03% 214 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 38,375 1,637 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 38,067 1,623 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 39,336 1,602 0.08% 0.09% 217 +2,305 6.22% Q3 2026 Oct 27, 2026
Jain Global LLC History No change 36,546 1,559 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 14, 2026
Cascade Investment Advisors, Inc. History Reduced 37,378 1,541 0.86% 0.89% 219 -965 -2.52% Q3 2026 Nov 02, 2026
Stablepoint Partners, LLC History Added to 37,107 1,529 0.21% 0.2% 220 +3,665 10.96% Q3 2026 Nov 03, 2026
Aaron Wealth Advisors LLC History Added to 37,039 1,527 0.07% 0.06% 221 +7,919 27.19% Q3 2026 Oct 13, 2026
Advisors Asset Management, Inc. History No change 35,515 1,515 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 34,965 1,491 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History Reduced 36,116 1,489 0.02% 0.03% 224 -3,552 -8.95% Q3 2026 Oct 28, 2026
denkapparat Operations GmbH History No change 34,572 1,474 0.48% 0.48% 225 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 34,504 1,471 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 03, 2026
Crossmark Global Holdings, Inc. History Reduced 35,629 1,468 0.02% 0.02% 227 -5,159 -12.65% Q3 2026 Oct 21, 2026
Storgate, LLC History No change 33,157 1,414 0.29% 0.29% 228 0 0.0% Q2 2026 Aug 12, 2026
CSS LLC/IL History No change 32,970 1,406 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 32,471 1,385 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 33,586 1,384 0.02% 0.03% 231 +431 1.3% Q3 2026 Nov 04, 2026
Financial Solutions Advisory Group, Inc. History Reduced 34,031 1,381 0.18% 0.2% 232 -2,593 -7.08% Q3 2026 Oct 28, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 33,438 1,378 0.18% 0.18% 233 +1,945 6.18% Q3 2026 Oct 19, 2026
LANARK FINANCIAL, INC. History Added to 33,115 1,365 0.09% 0.09% 234 +392 1.2% Q3 2026 Oct 26, 2026
Banco Santander, S.A. History No change 31,551 1,345 0.01% 0.01% 235 0 0.0% Q2 2026 Jul 29, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 30,929 1,319 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 30,508 1,301 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 31,335 1,291 0.0% 0.0% 238 +88 0.28% Q3 2026 Nov 04, 2026
RETIREMENT GUYS FORMULA LLC History New 30,278 1,248 0.46% — 239 +30,278 New Q3 2026 Oct 26, 2026
Gibbs Wealth Management History Added to 29,885 1,232 0.13% 0.13% 240 +4,052 15.69% Q3 2026 Oct 22, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 28,290 1,206 0.34% 0.34% 241 0 0.0% Q2 2026 Aug 12, 2026
Burford Brothers, Inc. History New 28,953 1,193 0.43% — 242 +28,953 New Q3 2026 Oct 21, 2026
Laird Norton Wetherby Trust Company, LLC History No change 27,342 1,166 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 27,159 1,158 0.02% 0.02% 244 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History Reduced 27,606 1,138 0.01% 0.01% 245 -8,707 -23.98% Q3 2026 Oct 08, 2026
STEPHENS INC /AR/ History No change 26,630 1,136 0.01% 0.01% 246 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History Added to 27,533 1,135 0.0% 0.0% 247 +6,072 28.29% Q3 2026 Nov 05, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 26,351 1,124 0.07% 0.07% 248 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Advisors / MI History No change 25,867 1,103 0.07% 0.07% 249 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History Reduced 26,447 1,090 0.01% 0.01% 250 -1,391 -5.0% Q3 2026 Nov 06, 2026
Arax Advisory Partners History No change 25,469 1,086 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History Reduced 25,836 1,065 0.01% 0.01% 252 -5,387 -17.25% Q3 2026 Oct 28, 2026
BAILARD, INC. History Reduced 25,750 1,061 0.02% 0.02% 253 -746 -2.82% Q3 2026 Oct 13, 2026
Allspring Global Investments Holdings, LLC History Added to 26,523 1,054 0.0% 0.0% 254 +2,968 12.6% Q3 2026 Nov 04, 2026
STATE STREET CORP History No change 24,276 1,038 0.0% 0.0% 255 0 0.0% Q2 2026 Sep 22, 2026
SIGNATUREFD, LLC History Reduced 25,115 1,035 0.01% 0.02% 256 -3,622 -12.6% Q3 2026 Oct 23, 2026
Leo Wealth, LLC History New 25,063 1,033 0.22% — 257 +25,063 New Q3 2026 Oct 26, 2026
INTRUST BANK NA History No change 23,309 994 0.07% 0.07% 258 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 23,224 990 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 17, 2026
M Holdings Securities, Inc. History Added to 21,716 989 0.06% 0.12% 260 +853 4.09% Q3 2026 Nov 03, 2026
Nicholas Hoffman & Company, LLC. History Added to 23,560 971 0.02% 0.02% 261 +25 0.11% Q3 2026 Oct 30, 2026
Virtu Financial LLC History No change 22,088 942 0.03% 0.03% 262 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 22,071 941 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 10, 2026
Probity Advisors, Inc. History Added to 22,641 933 0.13% 0.14% 264 +443 2.0% Q3 2026 Oct 23, 2026
Global Retirement Partners, LLC History No change 21,491 916 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 06, 2026
Keystone Financial Planning, Inc. History No change 21,872 901 0.22% 0.24% 266 0 0.0% Q3 2026 Oct 08, 2026
ClearAlpha Technologies LP History No change 21,105 900 1.54% 1.54% 267 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 21,094 899 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 20,715 899 0.03% 0.03% 269 0 0.0% Q2 2026 Aug 12, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 21,792 898 0.09% 0.1% 270 -2,211 -9.21% Q3 2026 Oct 14, 2026
Banco de Sabadell, S.A History No change 20,466 875 0.51% 0.51% 271 0 0.0% Q2 2026 Aug 04, 2026
Richard C. Young & CO., LTD. History Reduced 21,079 869 0.07% 0.07% 272 -2,769 -11.61% Q3 2026 Nov 04, 2026
Aviso Financial Inc. History No change 19,416 828 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 20,079 827 0.01% 0.01% 274 +3,800 23.34% Q3 2026 Oct 23, 2026
Pavaki Capital Management LLC History No change 20,000 824 0.28% 0.3% 275 0 0.0% Q3 2026 Oct 26, 2026
Concurrent Investment Advisors, LLC History Reduced 19,387 799 0.01% 0.01% 276 -4,394 -18.48% Q3 2026 Oct 16, 2026
Tower Research Capital LLC (TRC) History No change 18,564 791 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 18,987 782 0.0% 0.0% 278 +559 3.03% Q3 2026 Oct 28, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 18,718 771 0.1% 0.11% 279 -237 -1.25% Q3 2026 Oct 23, 2026
GTS SECURITIES LLC History No change 18,059 770 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 18,034 769 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 04, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 17,713 755 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Qtron Investments LLC History No change 17,658 753 0.1% 0.1% 283 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 17,564 749 0.02% 0.02% 284 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ALLIANCE, LLC History No change 17,541 748 0.06% 0.06% 285 0 0.0% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History Added to 17,986 741 0.0% 0.0% 286 +2,414 15.5% Q3 2026 Oct 23, 2026
Compound Planning, Inc. History Added to 17,958 740 0.02% 0.01% 287 +4,490 33.34% Q3 2026 Nov 05, 2026
GC Wealth Management RIA, LLC History Reduced 17,192 708 0.03% 0.04% 288 -551 -3.11% Q3 2026 Nov 02, 2026
Peoples Bank/KS History Added to 16,488 679 0.66% 0.68% 289 +113 0.69% Q3 2026 Oct 09, 2026
MAI Capital Management History No change 15,911 678 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 15,897 678 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History Reduced 16,443 677 0.36% 0.39% 292 -1,004 -5.75% Q3 2026 Nov 05, 2026
IEQ CAPITAL, LLC History No change 15,620 666 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History Reduced 16,143 665 0.12% 0.13% 294 -325 -1.97% Q3 2026 Oct 07, 2026
Apollon Wealth Management, LLC History Added to 16,103 663 0.01% 0.01% 296 +1,965 13.9% Q3 2026 Oct 23, 2026
PROFUND ADVISORS LLC History Added to 16,097 663 0.02% 0.02% 295 +1,733 12.06% Q3 2026 Oct 28, 2026
BANK OF HAWAII History No change 15,414 657 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 15,375 655 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 15,214 649 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 22, 2026
SG Americas Securities, LLC History No change 15,188 648 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 07, 2026
INGALLS & SNYDER LLC History No change 15,140 646 0.02% 0.02% 301 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 15,157 646 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 15,113 644 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History Added to 15,345 632 0.56% 0.53% 304 +755 5.17% Q3 2026 Nov 03, 2026
Persistent Asset Partners Ltd History No change 14,750 629 0.19% 0.19% 305 0 0.0% Q2 2026 Aug 06, 2026
Voya Financial Advisors, Inc. History No change 14,392 625 0.06% 0.06% 306 0 0.0% Q2 2026 Aug 12, 2026
Code Waechter LLC History Added to 15,087 622 0.29% 0.31% 307 +1,182 8.5% Q3 2026 Oct 23, 2026
Transamerica Financial Advisors, LLC History No change 14,570 621 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History New 10,666 618 0.08% — 309 +10,666 New Q3 2026 Oct 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 14,359 612 0.17% 0.17% 310 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 14,740 607 0.02% 0.02% 311 0 0.0% Q3 2026 Oct 22, 2026
Evelyn Partners Group Ltd History No change 14,233 607 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 07, 2026
V-Square Quantitative Management LLC History Reduced 14,561 600 0.06% 0.06% 313 -347 -2.33% Q3 2026 Oct 15, 2026
Keudell/Morrison Wealth Management History Added to 14,544 599 0.11% 0.12% 314 +200 1.39% Q3 2026 Oct 16, 2026
D.A. DAVIDSON & CO. History Reduced 14,298 589 0.0% 0.0% 315 -1,850 -11.46% Q3 2026 Oct 27, 2026
Inlet Private Wealth, LLC History Added to 14,300 589 0.14% 0.13% 316 +1,600 12.6% Q3 2026 Oct 21, 2026
Dorsey & Whitney Trust CO LLC History No change 13,635 581 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 13,474 574 0.09% 0.09% 318 0 0.0% Q2 2026 Aug 13, 2026
CHIRON CAPITAL MANAGEMENT, LLC History Reduced 13,802 569 0.57% 0.58% 319 -1,300 -8.61% Q3 2026 Oct 15, 2026
Lantz Financial LLC History Reduced 13,583 560 0.1% 0.11% 320 -695 -4.87% Q3 2026 Oct 15, 2026
Sterling Capital Management LLC History Reduced 13,530 557 0.01% 0.01% 321 -2,495 -15.57% Q3 2026 Oct 22, 2026
B. Riley Wealth Advisors, Inc. History Added to 13,451 554 0.02% 0.03% 322 +124 0.93% Q3 2026 Oct 13, 2026
GLENMEDE TRUST CO NA History No change 12,969 553 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 12,764 547 0.06% 0.06% 324 0 0.0% Q2 2026 Aug 10, 2026
Asset One Wealth Management LLC History New 13,185 543 0.05% — 325 +13,185 New Q3 2026 Nov 02, 2026
GSA CAPITAL PARTNERS LLP History No change 12,660 540 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 12,451 531 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History Added to 12,700 523 0.03% 0.01% 328 +7,763 157.24% Q3 2026 Oct 20, 2026
REGIONS FINANCIAL CORP History Added to 12,661 522 0.0% 0.0% 329 +107 0.85% Q3 2026 Nov 05, 2026
IFG Advisory, LLC History No change 12,209 520 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 12,577 518 0.01% 0.01% 331 -959 -7.08% Q3 2026 Nov 06, 2026
BKM Wealth Management, LLC History Reduced 12,418 512 0.17% 0.21% 332 -1,608 -11.46% Q3 2026 Oct 22, 2026
GFS Advisors, LLC History Added to 12,400 511 0.05% 0.03% 333 +12,379 58947.62% Q3 2026 Nov 03, 2026
WCG Wealth Advisors LLC History No change 11,990 511 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 11,922 508 0.04% 0.04% 335 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History Reduced 12,297 507 0.05% 0.05% 336 -1,788 -12.69% Q3 2026 Oct 19, 2026
Mezzasalma Advisors, LLC History Reduced 12,320 507 0.1% 0.11% 338 -266 -2.11% Q3 2026 Oct 14, 2026
Argent Trust Co History No change 11,896 507 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 06, 2026
Abel Hall, LLC History Reduced 12,219 503 0.09% 0.13% 339 -5,602 -31.43% Q3 2026 Oct 19, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 11,583 494 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
Sivia Capital Partners, LLC History No change 11,502 490 0.06% 0.06% 341 0 0.0% Q2 2026 Jul 23, 2026
Portside Wealth Group, LLC History Added to 11,772 485 0.05% 0.05% 342 +1,764 17.63% Q3 2026 Oct 20, 2026
Focus Partners Advisor Solutions, LLC History No change 11,354 484 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History Reduced 11,736 483 0.01% 0.01% 344 -117 -0.99% Q3 2026 Oct 16, 2026
Equitable Holdings, Inc. History No change 11,296 481 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 17, 2026
Cohen Investment Advisors LLC History Added to 11,600 478 0.21% 0.21% 347 +536 4.84% Q3 2026 Oct 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 11,209 478 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 23, 2026
Hudson Portfolio Management LLC History No change 11,225 478 0.36% 0.36% 348 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 11,154 475 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 14, 2026
BEARING POINT CAPITAL, LLC History No change 11,000 469 0.06% 0.06% 350 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History Added to 11,098 457 0.01% 0.01% 352 +906 8.89% Q3 2026 Oct 21, 2026
Manske Wealth Management History Added to 11,098 457 0.11% 0.12% 351 +70 0.63% Q3 2026 Oct 26, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10,433 445 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
Legacy Capital Wealth Partners, LLC History Reduced 10,694 440 0.09% 0.09% 354 -557 -4.95% Q3 2026 Oct 21, 2026
COURIER CAPITAL LLC History Reduced 10,668 439 0.02% 0.02% 355 -90 -0.84% Q3 2026 Oct 19, 2026
ADVISORTRUST PARTNERS, LLC History Reduced 10,658 439 0.14% 0.16% 356 -36 -0.34% Q3 2026 Nov 02, 2026
REXFORD CAPITAL INC History No change 10,207 435 0.27% 0.27% 357 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History Reduced 10,393 428 0.0% 0.01% 359 -1,512 -12.7% Q3 2026 Oct 26, 2026
HUNTINGTON NATIONAL BANK History No change 10,048 428 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 10,051 428 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 10, 2026
Navigation Group, LLC History Added to 10,269 423 0.08% 0.07% 361 +1,815 21.47% Q3 2026 Oct 28, 2026
Checchi Capital Advisers, LLC History No change 9,971 422 0.02% 0.02% 362 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History Added to 9,666 412 0.0% 0.0% 363 +433 4.69% Q3 2026 Nov 06, 2026
PING CAPITAL MANAGEMENT, INC. History No change 10,000 412 0.08% 0.11% 364 0 0.0% Q3 2026 Oct 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 9,976 411 0.0% 0.01% 365 -664 -6.24% Q3 2026 Oct 22, 2026
Parallel Advisors, LLC History Reduced 9,599 395 0.01% 0.01% 366 -837 -8.02% Q3 2026 Nov 03, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 9,553 393 0.02% 0.03% 367 -770 -7.46% Q3 2026 Nov 05, 2026
SEARLE & CO. History No change 9,500 391 0.09% 0.09% 368 0 0.0% Q3 2026 Nov 04, 2026
Empowered Funds, LLC History No change 9,100 388 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,995 384 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 8,940 381 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
Colonial River Investments, LLC History Reduced 9,223 380 0.1% 0.12% 372 -344 -3.6% Q3 2026 Oct 19, 2026
WINTON GROUP Ltd History No change 8,800 375 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 07, 2026
Raab & Moskowitz Asset Management LLC History Reduced 9,007 371 0.07% 0.08% 374 -300 -3.22% Q3 2026 Nov 02, 2026
Sowell Financial Services LLC History Reduced 8,994 370 0.01% 0.01% 375 -339 -3.63% Q3 2026 Oct 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,630 368 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Reduced 8,810 363 0.03% 0.04% 377 -1,465 -14.26% Q3 2026 Oct 01, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 8,776 361 0.02% 0.02% 378 -2,415 -21.58% Q3 2026 Oct 28, 2026
HSBC HOLDINGS PLC History No change 8,442 360 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 14, 2026
TI-TRUST, INC History No change 8,733 360 0.2% 0.2% 380 0 0.0% Q3 2026 Oct 21, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 8,402 358 0.23% 0.23% 381 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History Reduced 8,538 352 0.01% 0.01% 382 -1,206 -12.38% Q3 2026 Oct 22, 2026
J.W. COLE ADVISORS, INC. History Added to 8,557 352 0.01% 0.01% 383 +483 5.98% Q3 2026 Nov 05, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 8,426 347 0.1% 0.09% 384 +782 10.23% Q3 2026 Nov 02, 2026
SIH Partners, LLLP History No change 8,092 345 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,147 344 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 8,316 342 0.01% 0.01% 387 -339 -3.92% Q3 2026 Oct 21, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 8,719 341 0.09% 0.11% 388 -726 -7.69% Q3 2026 Oct 19, 2026
First City Capital Management, Inc. History Reduced 8,270 340 0.17% 0.23% 389 -2,750 -24.95% Q3 2026 Oct 27, 2026
PINNACLE ASSOCIATES LTD History Reduced 8,228 339 0.0% 0.0% 390 -615 -6.95% Q3 2026 Oct 20, 2026
Private Advisor Group, LLC History No change 7,834 334 0.0% 0.0% 391 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 8,086 333 0.04% 0.04% 392 -317 -3.77% Q3 2026 Oct 13, 2026
Diversify Advisory Services, LLC History Reduced 8,223 331 0.0% 0.01% 393 -1,062 -11.44% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 8,223 331 0.0% 0.01% 394 -1,062 -11.44% Q3 2026 Oct 20, 2026
Stokes Family Office, LLC History No change 7,732 329 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History Added to 7,950 327 0.01% 0.01% 396 +2,648 49.94% Q3 2026 Oct 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 7,926 326 0.09% 0.1% 397 +150 1.93% Q3 2026 Oct 19, 2026
Phillips Wealth Planners LLC History No change 7,555 324 0.24% 0.24% 398 0 0.0% Q2 2026 Aug 07, 2026
HM PAYSON & CO History No change 7,582 323 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 7,572 323 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 12, 2026
J.M. Arbour, LLC History Added to 7,828 322 0.26% 0.26% 401 +809 11.53% Q3 2026 Nov 05, 2026
RNC CAPITAL MANAGEMENT LLC History No change 7,510 320 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 06, 2026
Bulltick Wealth Management, LLC History No change 7,509 320 0.07% 0.07% 403 0 0.0% Q2 2026 Jul 30, 2026
Pekin Hardy Strauss, Inc. History No change 7,737 318 0.03% 0.03% 404 0 0.0% Q3 2026 Nov 02, 2026
Kentucky Trust Co History No change 7,710 317 0.16% 0.16% 405 0 0.0% Q3 2026 Oct 15, 2026
LGT Group Foundation History No change 7,301 311 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 7,565 311 0.04% 0.05% 407 0 0.0% Q3 2026 Oct 19, 2026
ProShare Advisors LLC History Reduced 7,475 308 0.0% 0.0% 408 -154 -2.02% Q3 2026 Oct 28, 2026
Bayesian Capital Management, LP History No change 7,199 307 0.2% 0.2% 409 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 7,443 306 0.0% 0.0% 411 -124 -1.64% Q3 2026 Oct 20, 2026
BESSEMER GROUP INC History No change 7,188 306 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 7,189 306 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 7,152 305 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 17, 2026
Arista Wealth Management, LLC History Added to 7,367 303 0.03% 0.03% 414 +12 0.16% Q3 2026 Oct 29, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 7,607 297 0.01% 0.05% 415 -33,376 -81.44% Q3 2026 Oct 20, 2026
Cherokee Insurance Co History No change 7,213 297 0.11% 0.12% 416 0 0.0% Q3 2026 Nov 05, 2026
BFC Planning, Inc. History No change 6,979 297 0.01% 0.01% 417 0 0.0% Q2 2026 Oct 29, 2026
Net Worth Advisory Group History New 7,279 296 0.07% — 419 +7,279 New Q3 2026 Oct 19, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 7,202 296 0.0% 0.0% 418 +2,022 39.03% Q3 2026 Oct 26, 2026
Lido Advisors, LLC History Reduced 7,161 295 0.0% 0.0% 420 -773 -9.74% Q3 2026 Nov 04, 2026
Cetera Trust Company, N.A History No change 6,910 294 0.15% 0.15% 421 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History New 7,054 290 0.01% — 422 +7,054 New Q3 2026 Oct 13, 2026
Wynn Capital, LLC History Reduced 7,025 289 0.13% 0.14% 424 -185 -2.57% Q3 2026 Oct 13, 2026
Aspen Grove Capital, LLC History No change 6,792 289 0.04% 0.04% 423 0 0.0% Q2 2026 Aug 14, 2026
PCM Encore, LLC History No change 6,790 289 0.05% 0.05% 425 0 0.0% Q2 2026 Aug 11, 2026
Paragon Private Wealth Management, LLC History Reduced 6,966 287 0.09% 0.09% 426 -1,034 -12.93% Q3 2026 Oct 20, 2026
PRIVATE TRUST CO NA History Added to 6,947 286 0.02% 0.02% 427 +133 1.95% Q3 2026 Oct 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,724 286 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Added to 6,935 285 0.02% 0.02% 429 +471 7.29% Q3 2026 Oct 07, 2026
RFG Advisory, LLC History Added to 6,868 283 0.0% 0.0% 430 +1,229 21.79% Q3 2026 Nov 03, 2026
SAGE RHINO CAPITAL LLC History Reduced 6,883 283 0.05% 0.05% 431 -201 -2.84% Q3 2026 Oct 27, 2026
Trek Financial, LLC History Added to 6,852 282 0.01% 0.01% 432 +696 11.31% Q3 2026 Oct 29, 2026
Prospera Financial Services Inc History Added to 6,347 281 0.0% 0.0% 433 +411 6.92% Q3 2026 Nov 04, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 6,800 280 0.04% 0.04% 434 0 0.0% Q3 2026 Oct 21, 2026
Gallacher Capital Management LLC History Added to 6,777 279 0.23% 0.15% 435 +402 6.31% Q3 2026 Oct 29, 2026
BSW Wealth Partners History No change 6,431 274 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 15, 2026
Almanack Investment Partners, LLC. History New 6,625 273 0.03% — 438 +6,625 New Q3 2026 Nov 03, 2026
BankPlus Trust Department History No change 6,400 273 0.06% 0.06% 437 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 6,385 272 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 21, 2026
AssuredPartners Investment Advisors, LLC History No change 6,382 272 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle West Asset Management, Inc. History No change 6,350 271 0.19% 0.19% 441 0 0.0% Q2 2026 Aug 11, 2026
FOCUSED ALPHA, LLC History Added to 6,553 270 0.07% 0.07% 443 +281 4.48% Q3 2026 Oct 19, 2026
DRW Securities, LLC History No change 6,337 270 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 6,613 268 0.02% — 445 +6,613 New Q3 2026 Nov 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History New 6,514 268 0.0% — 444 +6,514 New Q3 2026 Oct 13, 2026
NATURAL INVESTMENTS, LLC History No change 6,237 266 0.06% 0.06% 446 0 0.0% Q2 2026 Jul 31, 2026
Florida Trust Wealth Management Co History Added to 6,416 264 0.01% 0.01% 449 +1,619 33.75% Q3 2026 Nov 05, 2026
StoneX Group Inc. History Added to 6,155 264 0.01% 0.01% 447 +1,271 26.02% Q3 2026 Nov 03, 2026
Avior Wealth Management, LLC History Added to 6,412 264 0.01% 0.01% 448 +319 5.24% Q3 2026 Oct 13, 2026
Valeo Financial Advisors, LLC History Added to 6,346 261 0.01% 0.01% 450 +616 10.75% Q3 2026 Oct 08, 2026
SYON CAPITAL LLC History No change 6,102 260 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History Added to 6,291 259 0.02% 0.02% 452 +475 8.17% Q3 2026 Oct 30, 2026
Advyzon Investment Management, LLC History No change 6,007 256 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 14, 2026
E&G Advisors, LLC History Reduced 6,198 255 0.05% 0.05% 455 -200 -3.13% Q3 2026 Oct 13, 2026
GUGGENHEIM CAPITAL LLC History No change 5,995 255 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 5,958 254 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 18, 2026
Perigon Wealth Management, LLC History Reduced 6,128 252 0.0% 0.0% 457 -71 -1.15% Q3 2026 Oct 22, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 5,800 247 0.06% 0.06% 458 0 0.0% Q2 2026 Nov 03, 2026
XPONANCE LLC History Added to 5,926 244 0.0% 0.0% 460 +844 16.61% Q3 2026 Nov 03, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 5,922 244 0.02% 0.02% 459 -44 -0.74% Q3 2026 Oct 26, 2026
HBK Sorce Advisory LLC History No change 5,646 241 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Added to 5,692 235 0.01% 0.01% 463 +1,345 30.94% Q3 2026 Oct 08, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 5,711 235 0.0% 0.01% 462 -473 -7.65% Q3 2026 Oct 20, 2026
Frec Markets, Inc. History No change 5,511 235 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History Added to 5,679 234 0.01% 0.01% 465 +712 14.33% Q3 2026 Oct 21, 2026
Lloyd Advisory Services, LLC. History Added to 5,685 234 0.09% 0.09% 466 +441 8.41% Q3 2026 Nov 02, 2026
CENTRAL TRUST Co History Reduced 5,635 232 0.0% 0.0% 467 -433 -7.14% Q3 2026 Nov 05, 2026
Summit Financial, LLC History No change 5,447 232 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History No change 5,418 231 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 13, 2026
Greenfield Seitz Capital Management, LLC History Reduced 5,595 230 0.07% 0.09% 470 -1,598 -22.22% Q3 2026 Oct 29, 2026
Indivisible Partners History New 5,548 228 0.01% — 472 +5,548 New Q3 2026 Oct 26, 2026
Bruce G. Allen Investments, LLC History No change 5,366 228 0.15% 0.15% 471 0 0.0% Q2 2026 Jul 31, 2026
First Affirmative Financial Network History New 5,508 227 0.05% — 474 +5,508 New Q3 2026 Oct 21, 2026
Whetstone Capital Advisors, LLC History No change 5,329 227 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 5,486 226 0.0% 0.0% 475 -2,939 -34.88% Q3 2026 Oct 15, 2026
EP Wealth Advisors, LLC History No change 5,281 225 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History Added to 5,408 222 0.01% 0.01% 477 +152 2.89% Q3 2026 Nov 05, 2026
FDx Advisors, Inc. History Reduced 5,361 221 0.16% 0.08% 478 -550 -9.3% Q3 2026 Nov 05, 2026
Frank, Rimerman Advisors LLC History New 5,312 219 0.01% — 480 +5,312 New Q3 2026 Oct 16, 2026
CreativeOne Wealth, LLC History No change 5,152 219 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 5,130 218 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 5,277 217 0.0% 0.0% 482 +307 6.18% Q3 2026 Oct 22, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 5,110 217 0.07% 0.07% 483 0 0.0% Q2 2026 Jul 21, 2026
Forum Finance Group S.A. History No change 6,299 217 0.08% 0.08% 484 0 0.0% Q2 2026 Aug 14, 2026
Analyst IMS Investment Management Services Ltd. History No change 5,208 215 0.0% 0.01% 485 0 0.0% Q3 2026 Nov 05, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 5,205 214 0.02% 0.02% 486 +568 12.25% Q3 2026 Oct 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,000 213 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
DLD Asset Management, LP History No change 5,000 213 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 5,119 211 0.0% — 489 +5,119 New Q3 2026 Oct 27, 2026
Intrua Financial, LLC History Added to 5,100 210 0.02% 0.02% 490 +309 6.45% Q3 2026 Oct 28, 2026
Grove Bank & Trust History No change 5,000 206 0.02% 0.02% 491 0 0.0% Q3 2026 Oct 08, 2026
Bridgewater Advisors Inc. History No change 4,762 204 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 05, 2026
Greenspring Advisors, LLC History New 4,912 202 0.01% — 495 +4,912 New Q3 2026 Nov 05, 2026
Kendall Capital Management History New 4,910 202 0.03% — 494 +4,910 New Q3 2026 Oct 23, 2026
TOWNSQUARE CAPITAL LLC History No change 4,744 202 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,728 201 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 13, 2026
LVW Advisors, LLC History New 4,865 200 0.02% — 499 +4,865 New Q3 2026 Oct 19, 2026
HUB Investment Partners, LLC History Reduced 4,870 200 0.0% 0.0% 498 -559 -10.3% Q3 2026 Nov 03, 2026
Aptus Capital Advisors, LLC History No change 4,703 200 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 12, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 4,487 191 0.03% 0.03% 500 0 0.0% Q2 2026 Oct 30, 2026
Geneos Wealth Management Inc. History No change 4,454 190 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 4,200 179 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 4,072 167 0.03% 0.03% 503 0 0.0% Q3 2026 Nov 05, 2026
Central Pacific Bank - Trust Division History Reduced 4,050 166 0.02% 0.04% 504 -4,350 -51.79% Q3 2026 Oct 05, 2026
TORONTO DOMINION BANK History No change 3,755 160 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History Reduced 3,858 159 0.03% 0.09% 506 -5,714 -59.69% Q3 2026 Oct 14, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 3,796 156 0.02% 0.02% 507 -88 -2.27% Q3 2026 Oct 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,570 152 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 3,506 149 0.03% 0.03% 509 0 0.0% Q2 2026 Aug 14, 2026
Hara Capital LLC History No change 3,388 139 0.07% 0.08% 510 0 0.0% Q3 2026 Oct 30, 2026
Cromwell Holdings LLC History Added to 3,262 134 0.06% 0.06% 511 +134 4.28% Q3 2026 Oct 28, 2026
Aberdeen Wealth Management LLC History No change 2,820 120 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Added to 2,718 112 0.0% 0.0% 513 +1,759 183.42% Q3 2026 Nov 04, 2026
First Command Advisory Services, Inc. History Added to 2,505 103 0.0% 0.0% 514 +1,723 220.33% Q3 2026 Nov 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,327 99 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History Reduced 2,351 96 0.01% 0.01% 516 -92 -3.77% Q3 2026 Oct 27, 2026
Provenance Wealth Advisors, LLC History Added to 2,322 95 0.01% 0.0% 518 +1,817 359.8% Q3 2026 Oct 30, 2026
Manchester Capital Management LLC History Added to 2,312 95 0.01% 0.01% 517 +51 2.26% Q3 2026 Oct 22, 2026
Hilton Head Capital Partners, LLC History No change 2,243 92 0.05% 0.05% 519 0 0.0% Q3 2026 Oct 23, 2026
Corient IA LP History No change 2,120 90 0.08% 0.08% 520 0 0.0% Q2 2026 Aug 12, 2026
SITTNER & NELSON, LLC History No change 2,000 85 0.03% 0.03% 521 0 0.0% Q2 2026 Aug 07, 2026
Quintet Private Bank (Europe) S.A. History No change 2,050 84 0.0% 0.01% 522 0 0.0% Q3 2026 Oct 08, 2026
CHELSEA COUNSEL CO History No change 1,845 78 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 170,000 78 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,788 76 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 29, 2026
Indiana Trust & Investment Management Co History No change 1,848 76 0.02% 0.02% 526 0 0.0% Q3 2026 Oct 22, 2026
CULLEN/FROST BANKERS, INC. History Reduced 1,835 75 0.0% 0.0% 527 -502 -21.48% Q3 2026 Oct 28, 2026
Spire Wealth Management History No change 1,823 75 0.0% 0.0% 528 0 0.0% Q3 2026 Oct 30, 2026
JNBA Financial Advisors History Reduced 1,773 73 0.01% 0.01% 529 -550 -23.68% Q3 2026 Nov 03, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,644 70 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 14, 2026
Caldwell Trust Co History Reduced 1,661 68 0.01% 0.01% 532 -812 -32.83% Q3 2026 Oct 30, 2026
Salomon & Ludwin, LLC History Added to 1,668 68 0.01% 0.0% 531 +209 14.32% Q3 2026 Oct 29, 2026
Larson Financial Group LLC History Added to 1,541 63 0.0% 0.0% 533 +884 134.55% Q3 2026 Nov 05, 2026
HARBOUR INVESTMENTS, INC. History No change 1,457 62 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 1,469 62 0.02% 0.02% 535 0 0.0% Q2 2026 Aug 10, 2026
Truvestments Capital LLC History No change 1,402 59 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History Reduced 1,427 58 0.0% 0.0% 537 -4 -0.28% Q3 2026 Oct 14, 2026
Costello Asset Management, INC History No change 1,400 57 0.02% 0.02% 538 0 0.0% Q3 2026 Oct 30, 2026
Dunhill Financial, LLC History No change 1,354 57 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 07, 2026
Bank & Trust Co History Reduced 1,313 54 0.03% 0.04% 541 -242 -15.56% Q3 2026 Oct 07, 2026
Capital Analysts, LLC History No change 1,250 54 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 05, 2026
Owl Creek Wealth Partners LLC History Added to 1,304 53 0.01% 0.01% 542 +220 20.3% Q3 2026 Oct 20, 2026
Institute for Wealth Management, LLC. History No change 1,239 52 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 1,207 50 0.01% 0.01% 544 0 0.0% Q3 2026 Oct 23, 2026
Anchor Investment Management, LLC History No change 1,100 46 0.0% 0.0% 545 0 0.0% Q2 2026 Sep 15, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,100 45 0.0% 0.0% 546 0 0.0% Q3 2026 Nov 05, 2026
Meramec Financial Planners, LLC History No change 1,025 45 0.02% 0.02% 547 0 0.0% Q2 2026 Jul 28, 2026
GW&K Investment Management, LLC History No change 982 42 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 1,000 42 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 20, 2026
BIRCH FINANCIAL GROUP, LLC History New 1,004 41 0.02% — 552 +1,004 New Q3 2026 Oct 27, 2026
James T. Borello RIA History Added to 1,016 41 0.01% 0.01% 551 +3 0.3% Q3 2026 Oct 16, 2026
UMB Bank, n.a. History No change 978 41 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 928 38 0.0% 0.0% 554 -1 -0.11% Q3 2026 Oct 23, 2026
MONTAG A & ASSOCIATES INC History No change 935 38 0.0% 0.0% 553 0 0.0% Q3 2026 Oct 29, 2026
Financial Network Wealth Advisors LLC History Added to 911 37 0.04% 0.02% 556 +463 103.35% Q3 2026 Oct 27, 2026
Westside Investment Management, Inc. History Added to 938 37 0.0% 0.0% 555 +162 20.88% Q3 2026 Nov 02, 2026
WELLINGTON-ALTUS USA INC. History No change 767 36 0.03% 0.03% 557 0 0.0% Q2 2026 Sep 17, 2026
Prestige Wealth Management Group LLC History No change 850 36 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History Added to 857 35 0.01% 0.0% 559 +654 322.17% Q3 2026 Oct 29, 2026
FINANCIAL CONSULATE, INC History Added to 784 32 0.0% 0.0% 560 +125 18.97% Q3 2026 Oct 23, 2026
Brentview Investment Management LLC History No change 763 32 0.01% 0.01% 561 0 0.0% Q2 2026 Jul 30, 2026
MTM Investment Management, LLC History No change 740 30 0.01% 0.01% 562 0 0.0% Q3 2026 Oct 30, 2026
CDKV HOLDINGS LLC History No change 750 30 0.02% 0.02% 563 0 0.0% Q3 2026 Oct 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 708 29 0.01% 0.0% 566 +620 704.55% Q3 2026 Oct 15, 2026
Avalon Trust Co History No change 700 29 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 06, 2026
Richard W. Paul & Associates, LLC History No change 700 29 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 10, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 650 27 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 10, 2026
Medallion Wealth Advisors, LLC History No change 655 27 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 643 26 0.0% — 571 +643 New Q3 2026 Oct 21, 2026
Buck Wealth Strategies, LLC History Added to 641 26 0.0% 0.0% 570 +46 7.73% Q3 2026 Oct 28, 2026
Measured Wealth Private Client Group, LLC History No change 610 26 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History Reduced 618 25 0.0% 0.0% 572 -68 -9.91% Q3 2026 Oct 09, 2026
Estabrook Capital Management History No change 549 23 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 551 23 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 540 23 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 557 23 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 21, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 521 22 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Bancorp, Inc. History No change 541 22 0.01% 0.01% 578 0 0.0% Q3 2026 Oct 21, 2026
Atlantic Union Bankshares Corp History No change 495 21 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
McMillan Office, Inc. History No change 500 21 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
Heritage Family Offices, LLP History New 500 20 0.01% — 584 +500 New Q3 2026 Nov 02, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 479 20 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 478 20 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 483 20 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 11, 2026
Hamrick Investment Counsel, llc History No change 450 19 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Reduced 439 18 0.0% 0.0% 590 -224 -33.79% Q3 2026 Oct 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 457 18 0.0% 0.0% 588 +208 83.53% Q3 2026 Oct 20, 2026
FIRST HORIZON CORP History Reduced 438 18 0.0% 0.0% 586 -195 -30.81% Q3 2026 Oct 26, 2026
SJS Investment Consulting Inc. History Added to 441 18 0.0% 0.0% 591 +142 47.49% Q3 2026 Oct 26, 2026
First Bancorp, Inc /ME/ History Added to 445 18 0.01% 0.01% 587 +45 11.25% Q3 2026 Oct 26, 2026
Rosenberg Matthew Hamilton History No change 454 18 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 05, 2026
Leonteq Securities AG History Reduced 418 17 0.0% 0.0% 592 -417 -49.94% Q3 2026 Oct 29, 2026
Rossby Financial, LCC History Added to 424 17 0.0% 0.0% 596 +350 472.97% Q3 2026 Nov 05, 2026
Redwood Park Advisors LLC History Added to 429 17 0.01% 0.0% 595 +289 206.43% Q3 2026 Nov 02, 2026
Cape Investment Advisory, Inc. History Reduced 425 17 0.0% 0.01% 594 -133 -23.84% Q3 2026 Oct 13, 2026
Silver Grove Financial Group, Inc. History Reduced 417 17 0.01% 0.01% 597 -38 -8.35% Q3 2026 Nov 05, 2026
Ameritas Advisory Services, LLC History No change 408 17 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
Purpose Unlimited Inc. History No change 415 17 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Reduced 411 16 0.0% 0.0% 601 -11 -2.61% Q3 2026 Oct 13, 2026
Lavaca Capital LLC History No change 386 16 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 388 16 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 22, 2026
LRI Investments, LLC History No change 385 16 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History No change 395 16 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 15, 2026
GHP Investment Advisors, Inc. History New 374 15 0.0% — 606 +374 New Q3 2026 Oct 15, 2026
Bogart Wealth, LLC History No change 375 15 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 24, 2026
Global Trust Asset Management, LLC History No change 380 15 0.0% 0.01% 605 0 0.0% Q3 2026 Oct 19, 2026
GK Wealth Management LLC History New 363 14 0.01% — 608 +363 New Q3 2026 Oct 09, 2026
Cornerstone Financial Management LLC History No change 343 14 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 28, 2026
Coston, McIsaac & Partners History Added to 334 13 0.0% 0.0% 610 +229 218.1% Q3 2026 Nov 06, 2026
Ares Financial Consulting, LLC History Reduced 321 13 0.01% 0.01% 611 -73 -18.53% Q3 2026 Oct 19, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 320 13 0.0% 0.0% 609 0 0.0% Q3 2026 Nov 06, 2026
EASTERN BANK History No change 300 12 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 05, 2026
Nalls Sherbakoff Group, LLC History No change 300 12 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 17, 2026
DiNuzzo Private Wealth, Inc. History No change 299 12 0.0% 0.0% 614 0 0.0% Q3 2026 Oct 15, 2026
Kilter Group LLC History No change 302 12 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 280 11 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History Added to 258 10 0.0% 0.0% 617 +64 32.99% Q3 2026 Oct 20, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 255 10 0.01% 0.01% 618 0 0.0% Q3 2026 Oct 27, 2026
William Mack & Associates, Inc. History New 222 9 0.0% — 621 +222 New Q3 2026 Oct 27, 2026
Financial Management Professionals, Inc. History Added to 219 9 0.0% 0.0% 619 +46 26.59% Q3 2026 Oct 23, 2026
Synergy Investment Management, LLC History No change 211 9 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 200 8 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 19, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 200 8 0.0% 0.0% 623 0 0.0% Q3 2026 Oct 20, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 210 8 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 205 8 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 193 8 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 11, 2026
Bank of New Hampshire History No change 200 8 0.0% 0.0% 627 0 0.0% Q3 2026 Oct 06, 2026
UMB Private Wealth Management, LLC History New 190 7 0.01% — 634 +190 New Q3 2026 Oct 19, 2026
City State Bank History New 181 7 0.0% — 633 +181 New Q3 2026 Oct 20, 2026
CX Institutional History Added to 168 7 0.0% 0.0% 629 +68 68.0% Q3 2026 Oct 02, 2026
WPG Advisers, LLC History Reduced 192 7 0.0% 0.01% 632 -39 -16.88% Q3 2026 Oct 27, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 174 7 0.0% 0.0% 630 +25 16.78% Q3 2026 Oct 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 175 7 0.0% 0.0% 628 0 0.0% Q3 2026 Oct 16, 2026
ABOUND FINANCIAL, LLC History No change 168 7 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 14, 2026
West Financial Advisors, LLC History New 160 6 0.0% — 641 +160 New Q3 2026 Oct 22, 2026
Tradewinds Capital Management, LLC History Added to 150 6 0.0% 0.0% 636 +80 114.29% Q3 2026 Oct 23, 2026
Retirement Wealth Solutions LLC History Added to 163 6 0.0% 0.0% 637 +4 2.52% Q3 2026 Oct 07, 2026
TD Capital Management LLC History No change 159 6 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 157 6 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 149 6 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 11, 2026
Philadelphia Investment Partners, LLC History No change 151 6 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 140 5 0.0% 0.0% 642 -35 -20.0% Q3 2026 Nov 03, 2026
Strategic Wealth Partners, Ltd. History No change 134 5 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History No change 144 5 0.0% 0.02% 644 0 0.0% Q3 2026 Nov 03, 2026
AMERIFLEX GROUP, INC. History No change 130 5 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
KERR FINANCIAL PLANNING Corp History No change 131 5 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 02, 2026
Benson Wealth Management INC History No change 138 5 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History New 110 4 0.0% — 663 +110 New Q3 2026 Oct 02, 2026
Latitude Advisors, LLC History New 108 4 0.0% — 662 +108 New Q3 2026 Oct 27, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 107 4 0.0% 0.0% 660 +12 12.63% Q3 2026 Oct 19, 2026
Triumph Capital Management History Added to 108 4 0.0% 0.0% 653 +5 4.85% Q3 2026 Oct 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 107 4 0.0% 0.0% 648 0 0.0% Q3 2026 Nov 04, 2026
Smithfield Trust Co History No change 103 4 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 05, 2026
Towne Trust Company, N.A History No change 100 4 0.0% 0.0% 650 0 0.0% Q3 2026 Oct 28, 2026
IMA Advisory Services, Inc. History No change 114 4 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 10, 2026
Winch Advisory Services, LLC History No change 121 4 0.0% 0.0% 652 0 0.0% Q3 2026 Nov 06, 2026
Pflug Koory, LLC History No change 100 4 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 26, 2026
Key FInancial Inc History No change 115 4 0.0% 0.0% 655 0 0.0% Q3 2026 Nov 02, 2026
Imprint Wealth LLC History No change 94 4 0.02% 0.02% 656 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 100 4 0.0% 0.0% 657 0 0.0% Q3 2026 Nov 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 110 4 0.0% 0.0% 658 0 0.0% Q3 2026 Oct 28, 2026
JPL Wealth Management, LLC History No change 101 4 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 109 4 0.0% 0.0% 661 0 0.0% Q3 2026 Oct 30, 2026
Center for Financial Planning, Inc. History New 95 3 0.0% — 676 +95 New Q3 2026 Oct 26, 2026
Elyxium Wealth, LLC History New 94 3 0.0% — 678 +94 New Q3 2026 Oct 27, 2026
Next Level Wealth Planning, LLC History New 90 3 0.0% — 679 +90 New Q3 2026 Oct 29, 2026
Ascentis Wealth Management, LLC History New 78 3 0.0% — 677 +78 New Q3 2026 Nov 03, 2026
North Star Investment Management Corp. History Added to 78 3 0.0% 0.0% 664 +31 65.96% Q3 2026 Oct 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 89 3 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 80 3 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 03, 2026
Kozak & Associates, Inc. History No change 92 3 0.0% 0.0% 667 0 0.0% Q3 2026 Oct 29, 2026
Addison Advisors LLC History No change 74 3 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 10, 2026
NFSG Corp History No change 90 3 0.0% 0.0% 669 0 0.0% Q3 2026 Oct 15, 2026
JDM Financial Group LLC History No change 76 3 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 17, 2026
Lummis Asset Management, LP History No change 80 3 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 03, 2026
Principia Wealth Advisory, LLC History No change 84 3 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 26, 2026
Millstone Evans Group, LLC History No change 82 3 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 86 3 0.0% 0.0% 674 0 0.0% Q3 2026 Oct 23, 2026
Allied Private Wealth LLC History No change 72 3 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 09, 2026
Breakwater Investment Management History New 64 2 0.0% — 693 +64 New Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History Added to 69 2 0.0% — 685 +58 527.27% Q3 2026 Oct 28, 2026
Canton Hathaway, LLC History New 52 2 0.0% — 692 +52 New Q3 2026 Oct 23, 2026
BFSG, LLC History New 49 2 0.0% — 691 +49 New Q3 2026 Oct 30, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 50 2 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 49 2 0.0% 0.0% 681 0 0.0% Q3 2026 Oct 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 55 2 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 72 2 0.0% 0.0% 683 0 0.0% Q3 2026 Oct 21, 2026
HOEY INVESTMENTS, INC History No change 72 2 0.0% 0.0% 684 0 0.0% Q3 2026 Oct 28, 2026
Morton Brown Family Wealth, LLC History No change 49 2 0.0% 0.0% 686 0 0.0% Q3 2026 Oct 23, 2026
Quent Capital, LLC History No change 57 2 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 07, 2026
Dogwood Wealth Management LLC History No change 64 2 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 06, 2026
Strive Financial Group ,LLC History No change 48 2 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 14, 2026
Markowski Investments History No change 72 2 0.0% 0.0% 690 0 0.0% Q3 2026 Oct 30, 2026
Acumen Wealth Advisors, LLC History New 40 1 0.0% — 712 +40 New Q3 2026 Nov 05, 2026
Fairway Wealth LLC History New 29 1 0.0% — 713 +29 New Q3 2026 Oct 30, 2026
Cassaday & Co Wealth Management LLC History Added to 38 1 0.0% — 698 +22 137.5% Q3 2026 Oct 27, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 28 1 0.0% 0.0% 696 -14 -33.33% Q3 2026 Oct 29, 2026
Monetary Solutions, Ltd History Added to 25 1 0.0% — 709 +6 31.58% Q3 2026 Oct 22, 2026
Quest 10 Wealth Builders, Inc. History Added to 34 1 0.0% 0.0% 704 +1 3.03% Q3 2026 Nov 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 31 1 0.0% 0.0% 694 0 0.0% Q3 2026 Oct 16, 2026
Coastline Trust Co History No change 30 1 0.0% 0.0% 695 0 0.0% Q3 2026 Oct 01, 2026
Elequin Capital, LP History No change 41 1 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 13, 2026
Vanguard National Trust Co History No change 25 1 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 38 1 0.0% 0.0% 700 0 0.0% Q3 2026 Oct 20, 2026
Gold Investment Management Ltd. History No change 30 1 0.0% 0.0% 701 0 0.0% Q3 2026 Oct 19, 2026
American Capital Advisory, LLC History No change 32 1 0.0% 0.0% 702 0 0.0% Q3 2026 Oct 28, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 26 1 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 37 1 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 13, 2026
Navigoe, LLC History No change 28 1 0.0% 0.0% 706 0 0.0% Q3 2026 Nov 03, 2026
Godfrey Financial Associates, Inc. History No change 33 1 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 30 1 0.0% 0.0% 708 0 0.0% Q3 2026 Oct 26, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 42 1 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 28 1 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
Blume Capital Management, Inc. History Closed out 0 0 — 0.3% — -47,681 -100.0% Q3 2026 Oct 23, 2026
CenterStar Asset Management, LLC History Closed out 0 0 — 0.31% — -43,262 -100.0% Q3 2026 Oct 09, 2026
Great Lakes Retirement, Inc. History Closed out 0 0 — 0.16% — -42,289 -100.0% Q3 2026 Oct 26, 2026
HF Advisory Group, LLC History Closed out 0 0 — 0.49% — -37,289 -100.0% Q3 2026 Oct 09, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 — 0.06% — -33,400 -100.0% Q3 2026 Nov 04, 2026
Arjuna Capital History Closed out 0 0 — 0.32% — -33,241 -100.0% Q3 2026 Nov 03, 2026
Archford Capital Strategies, LLC History Closed out 0 0 — 0.14% — -33,227 -100.0% Q3 2026 Oct 19, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -24,073 -100.0% Q3 2026 Oct 16, 2026
VIKING FUND MANAGEMENT LLC History Closed out 0 0 — 0.07% — -18,000 -100.0% Q3 2026 Oct 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 — 0.0% — -17,899 -100.0% Q3 2026 Nov 05, 2026
Leisure Capital Management History Closed out 0 0 — 0.18% — -13,726 -100.0% Q3 2026 Nov 03, 2026
Cerro Pacific Wealth Advisors LLC History Closed out 0 0 — 0.11% — -11,855 -100.0% Q3 2026 Oct 22, 2026
Forza Wealth Management, LLC History Closed out 0 0 — 0.11% — -8,145 -100.0% Q3 2026 Oct 20, 2026
Sunpointe, LLC History Closed out 0 0 — 0.09% — -7,549 -100.0% Q3 2026 Oct 22, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 — 0.01% — -5,752 -100.0% Q3 2026 Nov 02, 2026
Patten Group, Inc. History Closed out 0 0 — 0.04% — -5,643 -100.0% Q3 2026 Oct 26, 2026
Meridian Wealth Management, LLC History Closed out 0 0 — 0.01% — -5,615 -100.0% Q3 2026 Nov 05, 2026
Johnson Financial Group, LLC History Closed out 0 0 — 0.01% — -5,501 -100.0% Q3 2026 Nov 03, 2026
SeaCrest Wealth Management, LLC History Closed out 0 0 — 0.03% — -5,475 -100.0% Q3 2026 Oct 21, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Closed out 0 0 — 0.02% — -5,403 -100.0% Q3 2026 Oct 20, 2026
GREENLEAF TRUST History Closed out 0 0 — 0.0% — -5,334 -100.0% Q3 2026 Oct 29, 2026
Avidian Wealth Enterprises, LLC History Closed out 0 0 — 0.01% — -5,325 -100.0% Q3 2026 Oct 08, 2026
PERSONAL CFO SOLUTIONS, LLC History Closed out 0 0 — 0.03% — -5,306 -100.0% Q3 2026 Nov 06, 2026
Beacon Bank & Trust History Closed out 0 0 — 0.04% — -4,987 -100.0% Q3 2026 Oct 27, 2026
PDS Planning, Inc History Closed out 0 0 — 0.01% — -4,975 -100.0% Q3 2026 Nov 03, 2026
NIA IMPACT ADVISORS, LLC History Closed out 0 0 — 0.08% — -4,723 -100.0% Q3 2026 Nov 04, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.03% — -3,100 -100.0% Q3 2026 Nov 05, 2026
Knights of Columbus Asset Advisors LLC History Closed out 0 0 — 0.01% — -2,405 -100.0% Q3 2026 Nov 05, 2026
Spectrum Wealth Advisory Group, LLC History Closed out 0 0 — 0.01% — -650 -100.0% Q3 2026 Oct 29, 2026
Robinswood Financial LLC History Closed out 0 0 — 0.01% — -432 -100.0% Q3 2026 Oct 20, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -362 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -220 -100.0% Q3 2026 Oct 16, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -105 -100.0% Q3 2026 Oct 20, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2026 Oct 28, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.0% — -96 -100.0% Q3 2026 Oct 26, 2026
CoreCap Advisors, LLC History Reduced 2 0 — 0.0% — -91 -97.85% Q3 2026 Oct 08, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2026 Oct 02, 2026
Plante Moran Financial Advisors, LLC History Reduced 8 0 — 0.0% — -32 -80.0% Q3 2026 Nov 04, 2026
HORIZON FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2026 Nov 04, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -26 -100.0% Q3 2026 Oct 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 — — — -23 -100.0% Q3 2026 Oct 09, 2026
Oakworth Capital, Inc. History Reduced 1 0 — — — -19 -95.0% Q3 2026 Oct 26, 2026
Sunrise Financial Services, LLC History Closed out 0 0 — — — -19 -100.0% Q3 2026 Oct 21, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2026 Oct 13, 2026
Asset Dedication, LLC History Reduced 3 0 — — — -11 -78.57% Q3 2026 Nov 02, 2026
Goodman Advisory Group, LLC History New 10 0 — — — +10 New Q3 2026 Oct 30, 2026
Key Capital Management, INC History New 10 0 — — — +10 New Q3 2026 Nov 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 9 0 — — — +9 New Q3 2026 Oct 09, 2026
SOUTHERN MICHIGAN BANK & TRUST History Closed out 0 0 — — — -9 -100.0% Q3 2026 Oct 19, 2026
Smallwood Wealth Investment Management, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 30, 2026
Nova Financial LLC History New 3 0 — — — +3 New Q3 2026 Nov 04, 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% Q3 2026 Nov 04, 2026
Tidemark, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Mosley Wealth Management History No change 5 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Basepoint Wealth LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 18 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8 0 — — — 0 0.0% Q3 2026 Oct 16, 2026