TOYOTA MOTOR CORP/ - TM

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
Fisher Asset Management, LLC History No change 7,202,123 1,212,981 0.36% 0.36% 1 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 2,456,736 413,764 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 1,382,580 232,854 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,123,348 189,194 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,021,164 171,984 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 800,509 134,821 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 682,811 114,999 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 568,712 95,782 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 494,233 83,244 0.07% 0.07% 9 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 436,886 73,580 0.11% 0.11% 10 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 414,443 69,800 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History No change 391,325 65,906 0.65% 0.65% 12 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 372,425 62,723 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 322,259 54,275 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 314,847 53,952 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 315,668 53,164 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
SRB CORP History No change 291,689 49,126 2.64% 2.64% 17 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 286,244 48,209 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 281,420 47,396 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 255,400 43,014 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 230,849 42,268 0.01% 0.01% 21 +11,238 5.12% Q3 2026 Nov 04, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 239,884 40,399 0.01% 0.01% 22 0 0.0% Q2 2026 Sep 23, 2026
CITADEL ADVISORS LLC History No change 230,221 38,773 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
AMERIPRISE FINANCIAL INC History No change 206,398 34,523 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 196,276 33,656 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 197,742 33,303 0.18% 0.18% 26 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 197,237 33,218 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 174,848 29,448 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 161,463 27,193 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 161,438 27,189 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 148,482 27,186 0.02% 0.01% 31 +35,013 30.86% Q3 2026 Nov 02, 2026
D. E. Shaw & Co., Inc. History No change 145,165 24,448 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 137,826 23,212 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 131,856 22,207 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 127,799 21,523 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 07, 2026
Twin Tree Management, LP History No change 125,379 21,116 0.4% 0.4% 36 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 119,662 20,153 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 118,683 19,988 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 113,000 19,031 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Martin Investment Management, LLC History No change 98,860 16,650 5.56% 5.56% 40 0 0.0% Q2 2026 Jul 17, 2026
Invesco Ltd. History No change 94,304 15,882 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Stamos Capital Partners, L.P. History No change 93,585 15,761 2.42% 2.42% 42 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 78,748 13,262 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 77,642 13,076 0.11% 0.11% 44 0 0.0% Q2 2026 Sep 23, 2026
AQR CAPITAL MANAGEMENT LLC History No change 73,084 12,308 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 66,771 12,225 0.0% 0.0% 46 +4,494 7.22% Q3 2026 Nov 05, 2026
BANK OF MONTREAL /CAN/ History No change 72,227 12,164 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
Altrius Capital Management Inc History Added to 60,760 11,125 1.98% 1.85% 48 +2,993 5.18% Q3 2026 Nov 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 56,648 10,372 0.11% 0.1% 49 -93 -0.16% Q3 2026 Oct 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 61,258 10,317 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 57,413 9,701 0.01% 0.01% 51 0 0.0% Q2 2026 Oct 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 55,284 9,310 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 50,525 8,513 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 22, 2026
GABELLI FUNDS LLC History No change 49,950 8,412 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 43,292 8,169 0.22% 0.11% 55 +20,218 87.62% Q3 2026 Oct 20, 2026
SEI INVESTMENTS CO History No change 47,981 8,081 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
TriCert Investment Counsel Inc. History No change 47,622 8,020 0.75% 0.75% 57 0 0.0% Q2 2026 Aug 10, 2026
Moran Wealth Management, LLC History Added to 43,529 7,970 0.22% 0.19% 58 +2,876 7.07% Q3 2026 Oct 22, 2026
US BANCORP \DE\ History No change 38,736 7,092 0.01% 0.01% 59 0 0.0% Q3 2026 Nov 05, 2026
Mariner, LLC History No change 41,973 7,071 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 37,286 6,827 0.19% 0.21% 61 -6,771 -15.37% Q3 2026 Oct 29, 2026
Amanah Holdings Trust History No change 37,000 6,774 0.38% 0.37% 62 0 0.0% Q3 2026 Oct 23, 2026
Live Oak Private Wealth LLC History Added to 36,580 6,697 0.81% 0.76% 63 +475 1.32% Q3 2026 Nov 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 38,952 6,560 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 29, 2026
INSPIRE TRUST CO, N.A. History No change 35,000 6,408 0.84% 0.81% 65 0 0.0% Q3 2026 Nov 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 37,177 6,261 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 11, 2026
FOSTER & MOTLEY INC History No change 37,004 6,232 0.29% 0.29% 67 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,504 5,979 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 19, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 34,443 5,800 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 33,575 5,654 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 32,865 5,535 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
American Assets Investment Management, LLC History No change 30,000 5,493 0.34% 0.31% 72 0 0.0% Q3 2026 Oct 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 32,524 5,477 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 29,519 5,404 0.01% 0.0% 74 +8,947 43.49% Q3 2026 Nov 02, 2026
Entropy Technologies, LP History No change 31,469 5,300 0.21% 0.21% 75 0 0.0% Q2 2026 Aug 13, 2026
Ethic Inc. History Reduced 27,429 5,022 0.06% 0.07% 76 -4,437 -13.92% Q3 2026 Nov 03, 2026
Laird Norton Wetherby Trust Company, LLC History No change 29,168 4,912 0.09% 0.09% 77 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 29,112 4,903 0.04% 0.04% 78 0 0.0% Q2 2026 Aug 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 26,698 4,888 0.04% 0.04% 79 0 0.0% Q3 2026 Oct 29, 2026
Cardinal Capital Management History Added to 26,169 4,791 0.56% 0.5% 80 +1,583 6.44% Q3 2026 Oct 21, 2026
Vise Technologies, Inc. History Added to 26,030 4,766 0.04% 0.04% 81 +6,153 30.96% Q3 2026 Oct 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 28,084 4,729 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
Vantage Investment Partners, LLC History Reduced 25,781 4,720 0.28% 0.88% 83 -60,000 -69.95% Q3 2026 Oct 27, 2026
MML INVESTORS SERVICES, LLC History No change 27,566 4,642 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History Added to 24,727 4,527 0.01% 0.01% 85 +6,880 38.55% Q3 2026 Oct 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 26,853 4,522 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Reduced 24,120 4,416 0.06% 0.08% 87 -13,249 -35.45% Q3 2026 Oct 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 22,853 4,250 0.01% 0.01% 88 +2,803 13.98% Q3 2026 Oct 13, 2026
IFG Advisory, LLC History No change 25,024 4,214 0.15% 0.15% 89 0 0.0% Q2 2026 Aug 13, 2026
Americana Partners, LLC History Reduced 22,825 4,179 0.09% 0.09% 90 -469 -2.01% Q3 2026 Oct 28, 2026
Naviter Wealth, LLC History No change 24,320 4,096 0.37% 0.37% 91 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 24,186 4,073 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 23,940 4,032 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 23,408 3,942 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History Added to 21,251 3,891 0.05% 0.04% 95 +1,670 8.53% Q3 2026 Oct 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 22,874 3,853 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 22,553 3,798 0.18% 0.18% 97 0 0.0% Q3 2026 Oct 15, 2026
&PARTNERS History No change 21,822 3,659 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
apricus wealth, LLC History Added to 19,464 3,563 1.6% 1.48% 99 +1,040 5.64% Q3 2026 Oct 26, 2026
Corient Private Wealth LP History No change 20,435 3,442 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 27, 2026
RHUMBLINE ADVISERS History No change 20,195 3,401 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 18,512 3,389 0.07% 0.14% 102 -22,660 -55.04% Q3 2026 Oct 16, 2026
Sanctuary Advisors, LLC History No change 19,970 3,363 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 13, 2026
Gold Investment Management Ltd. History Added to 18,282 3,347 0.94% 0.83% 104 +189 1.04% Q3 2026 Oct 19, 2026
Callan Family Office, LLC History No change 19,030 3,205 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 17,060 3,123 0.06% 0.03% 106 +8,169 91.88% Q3 2026 Oct 23, 2026
ABC ARBITRAGE SA History New 16,725 3,062 0.3% — 107 +16,725 New Q3 2026 Oct 23, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 16,039 2,994 0.01% 0.01% 108 0 0.0% Q3 2026 Oct 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 16,190 2,964 0.29% 0.28% 109 -734 -4.34% Q3 2026 Nov 03, 2026
Russell Investments Group, Ltd. History No change 17,563 2,957 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History No change 16,899 2,846 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
DV EQUITIES, LLC History No change 16,704 2,813 0.4% 0.4% 112 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 16,664 2,806 0.15% 0.15% 113 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 16,263 2,739 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 16,212 2,732 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 16,138 2,717 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 15,972 2,690 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 15,896 2,677 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
NOMURA HOLDINGS INC History No change 15,400 2,593 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
HITE Hedge Asset Management LLC History No change 15,172 2,555 0.14% 0.14% 120 0 0.0% Q2 2026 Aug 14, 2026
Lester Murray Antman dba SimplyRich History No change 15,503 2,490 0.58% 0.58% 121 0 0.0% Q2 2026 Jul 31, 2026
M&T BANK CORP History No change 14,632 2,464 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History Added to 13,436 2,463 0.0% 0.0% 123 +1,549 13.03% Q3 2026 Nov 04, 2026
TRUIST FINANCIAL CORP History Added to 13,025 2,384 0.0% 0.0% 124 +1,104 9.26% Q3 2026 Oct 30, 2026
Savant Capital, LLC History No change 12,563 2,373 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 13,837 2,330 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History Added to 12,536 2,295 0.11% 0.1% 127 +1,305 11.62% Q3 2026 Oct 13, 2026
PITTENGER & ANDERSON INC History Reduced 12,450 2,279 0.08% 0.09% 128 -2,875 -18.76% Q3 2026 Nov 02, 2026
Ellsworth Advisors, LLC History Added to 12,347 2,260 0.36% 0.35% 129 +362 3.02% Q3 2026 Oct 15, 2026
PARK AVENUE SECURITIES LLC History Reduced 12,184 2,231 0.01% 0.02% 130 -5,533 -31.23% Q3 2026 Oct 26, 2026
Farther Finance Advisors, LLC History Added to 12,043 2,205 0.02% 0.01% 131 +3,163 35.62% Q3 2026 Oct 08, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 11,920 2,182 0.16% 0.08% 132 -560 -4.49% Q3 2026 Nov 04, 2026
CITIGROUP INC History Reduced 11,911 2,180 0.0% 0.01% 133 -95,930 -88.96% Q3 2026 Nov 04, 2026
IEQ CAPITAL, LLC History No change 12,601 2,122 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 12,554 2,114 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 12,536 2,111 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 12,128 2,042 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 04, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 11,139 2,039 0.07% 0.06% 138 -60 -0.54% Q3 2026 Nov 02, 2026
Orion Porfolio Solutions, LLC History No change 12,063 2,031 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Added to 11,040 2,021 0.05% 0.04% 140 +2,634 31.33% Q3 2026 Nov 05, 2026
DEUTSCHE BANK AG\ History No change 11,931 2,009 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 10,702 1,960 0.0% 0.0% 142 +632 6.28% Q3 2026 Nov 02, 2026
Alliance Private Wealth, LLC History Reduced 10,465 1,916 0.71% 0.7% 143 -1,440 -12.1% Q3 2026 Oct 20, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 10,294 1,884 0.0% 0.0% 144 +945 10.11% Q3 2026 Oct 29, 2026
Janney Montgomery Scott LLC History No change 11,149 1,878 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
RAELIPSKIE PARTNERSHIP History No change 11,142 1,876 0.71% 0.71% 146 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 10,147 1,857 0.01% 0.0% 147 +1,912 23.22% Q3 2026 Nov 04, 2026
Focus Partners Wealth History No change 10,856 1,828 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Greenfield Seitz Capital Management, LLC History Reduced 9,942 1,820 0.53% 0.5% 149 -70 -0.7% Q3 2026 Oct 29, 2026
Robinson Value Management, Ltd. History Reduced 9,922 1,816 0.99% 0.92% 150 -306 -2.99% Q3 2026 Oct 20, 2026
Sequoia Financial Advisors, LLC History No change 10,666 1,796 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 17, 2026
Emerald Investment Advisers, LLC History No change 10,660 1,795 0.12% 0.12% 152 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 9,590 1,755 0.0% 0.0% 153 0 0.0% Q3 2026 Nov 04, 2026
Legacy Wealth Asset Management, LLC History Added to 9,197 1,683 0.37% 0.26% 155 +2,047 28.63% Q3 2026 Oct 08, 2026
Kestra Advisory Services, LLC History Added to 9,196 1,683 0.0% 0.0% 154 +1,226 15.38% Q3 2026 Nov 02, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 9,955 1,676 0.11% 0.11% 156 0 0.0% Q2 2026 Jul 24, 2026
Integrated Quantitative Investments LLC History No change 9,682 1,630 0.27% 0.27% 157 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,614 1,619 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 9,530 1,605 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History Added to 8,744 1,601 0.03% 0.03% 160 +457 5.51% Q3 2026 Oct 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 9,446 1,590 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History Added to 8,498 1,555 0.01% 0.01% 162 +138 1.65% Q3 2026 Nov 05, 2026
Checchi Capital Advisers, LLC History No change 8,951 1,507 0.07% 0.07% 163 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 8,942 1,506 0.03% 0.03% 164 0 0.0% Q2 2026 Jul 27, 2026
GFS Advisors, LLC History Added to 8,193 1,500 0.16% 0.15% 165 +8 0.1% Q3 2026 Nov 03, 2026
BARCLAYS PLC History No change 8,874 1,494 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Northwest Bancshares, Inc. History No change 8,647 1,456 0.26% 0.26% 167 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 7,850 1,437 0.01% 0.01% 168 +297 3.93% Q3 2026 Oct 28, 2026
TD Waterhouse Canada Inc. History Added to 7,633 1,398 0.0% 0.0% 169 +499 6.99% Q3 2026 Oct 16, 2026
Ballentine Partners, LLC History No change 7,981 1,344 0.02% 0.02% 170 0 0.0% Q2 2026 Jul 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,952 1,339 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 7,895 1,328 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 7,191 1,316 0.01% 0.01% 173 +430 6.36% Q3 2026 Nov 03, 2026
Grey Ledge Advisors, LLC History Reduced 7,129 1,305 0.26% 0.25% 174 -230 -3.13% Q3 2026 Oct 30, 2026
DRW Securities, LLC History No change 7,566 1,274 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 7,537 1,269 0.05% 0.05% 176 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 7,496 1,262 0.06% 0.06% 177 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,861 1,256 0.01% 0.01% 178 -203 -2.87% Q3 2026 Oct 20, 2026
Cascade Financial Partners, LLC History No change 7,430 1,251 0.11% 0.11% 179 0 0.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 7,413 1,248 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
Community Bank & Trust, Waco, Texas History Reduced 6,810 1,247 0.2% 0.21% 181 -31 -0.45% Q3 2026 Oct 19, 2026
SUMMIT SECURITIES GROUP LLC History Added to 6,800 1,245 0.12% 0.03% 182 +5,200 325.0% Q3 2026 Nov 05, 2026
HHM Wealth Advisors, LLC History No change 7,379 1,242 0.12% 0.12% 183 0 0.0% Q2 2026 Jul 13, 2026
Henry James International Management Inc. History No change 6,738 1,233 0.37% 0.34% 184 0 0.0% Q3 2026 Oct 14, 2026
LSV ASSET MANAGEMENT History No change 7,290 1,228 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,245 1,220 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 6,544 1,198 0.43% 0.37% 187 +482 7.95% Q3 2026 Oct 14, 2026
Summit Trail Advisors, LLC History No change 7,029 1,183 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 6,976 1,174 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 6,729 1,133 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 6,515 1,116 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 12, 2026
BANK OF STOCKTON History Reduced 6,056 1,108 0.33% 0.3% 192 -259 -4.1% Q3 2026 Oct 19, 2026
Axxion S.A. History No change 6,000 1,098 0.07% 0.07% 193 0 0.0% Q3 2026 Oct 22, 2026
Integrated Wealth Concepts LLC History No change 6,514 1,097 0.01% 0.01% 194 0 0.0% Q2 2026 Sep 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 6,500 1,094 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 10, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History Added to 5,923 1,084 0.89% 0.14% 196 +4,991 535.52% Q3 2026 Oct 27, 2026
F/m Investments LLC History No change 6,351 1,069 0.05% 0.05% 197 0 0.0% Q2 2026 Aug 05, 2026
First Affirmative Financial Network History New 5,807 1,063 0.23% — 198 +5,807 New Q3 2026 Oct 21, 2026
GREENLEAF TRUST History Reduced 5,774 1,057 0.01% 0.01% 199 -924 -13.8% Q3 2026 Oct 29, 2026
Parallel Advisors, LLC History Added to 5,773 1,057 0.01% 0.01% 200 +857 17.43% Q3 2026 Nov 03, 2026
Baird Financial Group, Inc. History No change 6,088 1,025 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
Collaborative Fund Advisors, LLC History Reduced 5,575 1,020 0.55% 0.59% 202 -493 -8.12% Q3 2026 Nov 02, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,944 1,004 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 5,919 996 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 5,850 985 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 5,822 980 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 10, 2026
Frank, Rimerman Advisors LLC History Added to 5,107 935 0.05% 0.05% 207 +14 0.27% Q3 2026 Oct 16, 2026
IPG Investment Advisors LLC History Added to 5,039 922 0.13% 0.07% 208 +2,179 76.19% Q3 2026 Oct 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 4,985 912 0.04% 0.01% 209 +780 18.55% Q3 2026 Oct 21, 2026
Hudson Portfolio Management LLC History No change 5,388 907 0.69% 0.69% 210 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History Added to 4,922 901 0.05% 0.04% 211 +747 17.89% Q3 2026 Nov 03, 2026
Investment Research Partners LLC History Added to 4,900 897 0.3% 0.27% 212 +105 2.19% Q3 2026 Oct 19, 2026
HB Wealth Management, LLC History Added to 4,835 885 0.0% 0.0% 214 +805 19.98% Q3 2026 Oct 23, 2026
True North Advisors, LLC History Added to 4,836 885 0.07% 0.07% 213 +245 5.34% Q3 2026 Oct 22, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History No change 4,722 865 0.22% 0.2% 215 0 0.0% Q3 2026 Nov 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,721 864 0.0% 0.0% 216 +37 0.79% Q3 2026 Oct 20, 2026
Lido Advisors, LLC History Added to 4,628 847 0.0% 0.0% 217 +375 8.82% Q3 2026 Nov 04, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 5,000 842 0.07% 0.07% 218 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,562 835 0.02% 0.02% 219 0 0.0% Q3 2026 Oct 13, 2026
CKW FINANCIAL GROUP History No change 4,525 830 0.08% 0.08% 220 0 0.0% Q3 2026 Oct 29, 2026
Harbour Capital Advisors, LLC History Added to 4,448 814 0.15% 0.14% 221 +228 5.4% Q3 2026 Oct 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 4,724 795 0.27% 0.27% 222 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 4,326 792 0.01% 0.0% 223 +2,773 178.56% Q3 2026 Oct 30, 2026
Versant Capital Management, Inc History Added to 4,244 777 0.07% 0.06% 224 +305 7.74% Q3 2026 Oct 01, 2026
CIBC Asset Management Inc History Added to 4,191 767 0.0% 0.0% 225 +5 0.12% Q3 2026 Nov 05, 2026
Linden Thomas Advisory Services, LLC History Added to 4,160 761 0.06% 0.05% 226 +208 5.26% Q3 2026 Oct 19, 2026
Henshaw Capital LLC History No change 4,151 760 0.02% 0.02% 227 0 0.0% Q3 2026 Nov 03, 2026
Valeo Financial Advisors, LLC History Added to 4,093 749 0.02% 0.01% 229 +835 25.63% Q3 2026 Oct 08, 2026
BigSur Wealth Management LLC History Reduced 4,095 749 0.18% 0.18% 228 -375 -8.39% Q3 2026 Oct 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,426 745 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 4,425 745 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 18, 2026
Global Retirement Partners, LLC History No change 4,416 743 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 06, 2026
CAMBIAR INVESTORS LLC History Added to 4,015 735 0.03% 0.03% 233 +65 1.65% Q3 2026 Nov 04, 2026
Independent Advisor Alliance History No change 4,369 735 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 12, 2026
INTRUST BANK NA History No change 4,352 732 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 05, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 3,982 729 0.18% 0.16% 236 +171 4.49% Q3 2026 Nov 02, 2026
Fiera Capital Corp History No change 4,301 724 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 4,296 723 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 3,938 721 0.02% 0.02% 239 +1,107 39.1% Q3 2026 Oct 08, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 3,875 709 0.16% 0.2% 240 -1,658 -29.97% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 3,860 706 0.02% 0.02% 241 +385 11.08% Q3 2026 Nov 04, 2026
Advisory Services Network, LLC History No change 4,184 704 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 4,158 700 0.13% 0.13% 243 0 0.0% Q2 2026 Aug 14, 2026
Nilsine Partners, LLC History Added to 3,772 690 0.05% 0.04% 244 +560 17.43% Q3 2026 Nov 02, 2026
Montecito Bank & Trust History Reduced 3,768 689 0.1% 0.1% 245 -8 -0.21% Q3 2026 Oct 01, 2026
MAI Capital Management History No change 4,066 684 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History No change 3,966 667 0.42% 0.42% 247 0 0.0% Q2 2026 Jul 23, 2026
SAGE RHINO CAPITAL LLC History Reduced 3,635 665 0.11% 0.1% 248 -51 -1.38% Q3 2026 Oct 27, 2026
Plan A Wealth LLC History Added to 3,630 664 0.24% 0.25% 249 +120 3.42% Q3 2026 Oct 08, 2026
Summit Global Investments History New 3,612 661 0.03% — 250 +3,612 New Q3 2026 Oct 28, 2026
COMMERCE BANK History No change 3,878 653 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 3,867 651 0.18% 0.18% 252 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Reduced 3,545 649 0.01% 0.01% 253 -564 -13.73% Q3 2026 Oct 23, 2026
HBW ADVISORY SERVICES LLC History Added to 3,527 645 0.06% 0.04% 254 +622 21.41% Q3 2026 Oct 14, 2026
Allworth Financial LP History No change 3,822 643 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 11, 2026
Range Financial Group LLC History New 3,499 640 0.18% — 256 +3,499 New Q3 2026 Oct 20, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 3,493 639 0.19% 0.14% 257 +750 27.34% Q3 2026 Oct 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,469 635 0.01% 0.01% 258 -47 -1.34% Q3 2026 Oct 28, 2026
Concurrent Investment Advisors, LLC History Added to 3,454 632 0.0% 0.0% 259 +759 28.16% Q3 2026 Oct 16, 2026
Diligent Investors, LLC History No change 3,449 631 0.14% 0.13% 260 0 0.0% Q3 2026 Oct 21, 2026
PEAK6 LLC History No change 3,729 628 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 3,699 623 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 20, 2026
Abel Hall, LLC History New 3,392 621 0.11% — 263 +3,392 New Q3 2026 Oct 19, 2026
SYON CAPITAL LLC History No change 3,683 620 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 3,673 618 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
Manske Wealth Management History Added to 3,371 617 0.14% 0.12% 266 +412 13.92% Q3 2026 Oct 26, 2026
Bridgewater Advisors Inc. History No change 3,288 612 0.03% 0.03% 267 0 0.0% Q2 2026 Aug 05, 2026
Norway Savings Bank History Added to 3,319 607 0.25% 0.14% 268 +1,396 72.59% Q3 2026 Oct 20, 2026
Five Oceans Advisors History No change 3,316 607 0.23% 0.18% 269 0 0.0% Q3 2026 Oct 22, 2026
Optas, LLC History No change 3,603 606 0.08% 0.08% 270 0 0.0% Q2 2026 Jul 21, 2026
CenterStar Asset Management, LLC History New 3,300 604 0.14% — 272 +3,300 New Q3 2026 Oct 09, 2026
Kathmere Capital Management, LLC History Added to 3,300 604 0.03% 0.02% 271 +847 34.53% Q3 2026 Oct 20, 2026
Frec Markets, Inc. History No change 3,576 602 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History Added to 3,277 600 0.12% 0.09% 274 +836 34.25% Q3 2026 Nov 02, 2026
American Trust Investment Advisors, LLC History No change 3,540 596 0.29% 0.29% 275 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,523 593 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 06, 2026
Florida Trust Wealth Management Co History Added to 3,151 576 0.01% 0.01% 277 +322 11.38% Q3 2026 Nov 05, 2026
Atria Investments, Inc History Added to 3,065 561 0.01% 0.0% 278 +969 46.23% Q3 2026 Oct 15, 2026
EP Wealth Advisors, LLC History No change 3,250 547 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 11, 2026
Ellevest, Inc. History No change 3,217 541 0.06% 0.06% 280 0 0.0% Q2 2026 Aug 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 3,130 527 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 11, 2026
Foster Victor Wealth Advisors, LLC History Added to 2,701 524 0.03% 0.02% 282 +311 13.01% Q3 2026 Oct 21, 2026
Invst, LLC History No change 3,088 520 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History Added to 2,836 519 0.17% 0.16% 284 +176 6.62% Q3 2026 Oct 14, 2026
GROUP ONE TRADING LLC History No change 3,052 514 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 3,014 507 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History Added to 2,765 506 0.01% 0.01% 287 +79 2.94% Q3 2026 Nov 03, 2026
HUB Investment Partners, LLC History Added to 2,724 498 0.01% 0.01% 288 +281 11.5% Q3 2026 Nov 03, 2026
Clear Harbor Asset Management, LLC History Reduced 2,695 493 0.03% 0.03% 289 -60 -2.18% Q3 2026 Nov 05, 2026
REXFORD CAPITAL INC History No change 2,928 493 0.3% 0.3% 290 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,867 482 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 13, 2026
Abundance Wealth Counselors History Added to 2,555 467 0.07% 0.06% 292 +23 0.91% Q3 2026 Oct 26, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 2,748 462 0.16% 0.16% 293 0 0.0% Q2 2026 Aug 03, 2026
LEE DANNER & BASS INC History No change 2,517 460 0.03% 0.02% 294 0 0.0% Q3 2026 Oct 27, 2026
Pure Financial Advisors, LLC History No change 2,733 460 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
PING CAPITAL MANAGEMENT, INC. History No change 2,500 457 0.08% 0.1% 296 0 0.0% Q3 2026 Oct 13, 2026
IMC-Chicago, LLC History Reduced 2,471 452 0.0% 0.0% 297 -8,180 -76.8% Q3 2026 Nov 05, 2026
Dakota Wealth Management History No change 2,674 450 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,440 446 0.01% 0.01% 299 +230 10.41% Q3 2026 Oct 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 2,434 445 0.01% 0.01% 301 +440 22.07% Q3 2026 Nov 04, 2026
Trust Point Inc. History Added to 2,432 445 0.03% 0.03% 300 +181 8.04% Q3 2026 Oct 27, 2026
Greenspring Advisors, LLC History New 2,380 435 0.02% — 302 +2,380 New Q3 2026 Nov 05, 2026
Rosenberg Matthew Hamilton History Added to 2,371 434 0.08% 0.07% 303 +68 2.95% Q3 2026 Oct 05, 2026
D.A. DAVIDSON & CO. History Added to 2,369 433 0.0% 0.0% 304 +66 2.87% Q3 2026 Oct 27, 2026
Legacy Bridge, LLC History Reduced 2,328 426 0.14% 0.14% 305 -374 -13.84% Q3 2026 Oct 28, 2026
J. Team Financial, Inc. History Reduced 2,286 418 0.36% 0.38% 306 -33 -1.42% Q3 2026 Nov 03, 2026
ANCHYRA PARTNERS LLC History Added to 2,280 417 0.09% 0.07% 307 +508 28.67% Q3 2026 Oct 13, 2026
Ascent Group, LLC History Added to 2,256 413 0.01% 0.01% 308 +35 1.58% Q3 2026 Oct 30, 2026
Westover Capital Advisors, LLC History No change 2,245 411 0.07% 0.06% 309 0 0.0% Q3 2026 Oct 26, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 2,236 409 0.01% 0.01% 310 -642 -22.31% Q3 2026 Oct 15, 2026
MGO ONE SEVEN LLC History Added to 2,219 406 0.01% 0.01% 311 +384 20.93% Q3 2026 Oct 28, 2026
World Investment Advisors History No change 1,980 398 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 13, 2026
Wealth Group, Ltd. History Reduced 2,168 397 0.34% 0.2% 314 -2,554 -54.09% Q3 2026 Oct 30, 2026
Private Advisor Group, LLC History No change 2,358 397 0.0% 0.0% 313 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Partners, Ltd. History No change 2,322 391 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,313 389 0.01% 0.01% 316 0 0.0% Q2 2026 Jul 17, 2026
StoneX Group Inc. History New 2,041 384 0.01% — 318 +2,041 New Q3 2026 Nov 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,101 384 0.01% 0.0% 317 +391 22.87% Q3 2026 Oct 27, 2026
Ridge Creek Global, Inc History No change 2,278 383 0.3% 0.3% 319 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History Added to 2,082 381 0.01% 0.01% 320 +23 1.12% Q3 2026 Oct 30, 2026
Dynamic Advisor Solutions LLC History Added to 2,080 380 0.01% 0.01% 321 +537 34.8% Q3 2026 Oct 13, 2026
Campion Asset Management History No change 2,242 377 0.23% 0.23% 322 0 0.0% Q2 2026 Jul 28, 2026
Cetera Trust Company, N.A History No change 2,240 377 0.19% 0.19% 323 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History Reduced 2,049 375 0.07% 0.07% 324 -241 -10.52% Q3 2026 Oct 26, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,215 373 0.0% 0.0% 325 0 0.0% Q2 2026 Sep 23, 2026
Dorato Capital Management History Added to 2,039 372 0.25% 0.23% 328 +155 8.23% Q3 2026 Oct 08, 2026
Capital Analysts, LLC History No change 2,211 372 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 05, 2026
River Wealth Advisors LLC History No change 2,213 372 0.04% 0.04% 327 0 0.0% Q2 2026 Aug 04, 2026
Net Worth Advisory Group History New 2,014 369 0.09% — 329 +2,014 New Q3 2026 Oct 19, 2026
Cromwell Holdings LLC History No change 1,983 363 0.16% 0.15% 330 0 0.0% Q3 2026 Oct 28, 2026
Clearstead Advisors, LLC History No change 2,155 362 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 06, 2026
Fort Sheridan Advisors LLC History No change 2,133 359 0.04% 0.04% 332 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History Added to 1,926 352 0.0% 0.0% 333 +634 49.07% Q3 2026 Oct 14, 2026
55 North Private Wealth, LLC History Added to 1,921 351 0.07% 0.04% 335 +565 41.67% Q3 2026 Oct 20, 2026
Sowell Financial Services LLC History Reduced 1,920 351 0.01% 0.01% 334 -323 -14.4% Q3 2026 Oct 23, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,910 349 0.03% 0.03% 336 +141 7.97% Q3 2026 Oct 27, 2026
WEDBUSH SECURITIES INC History Added to 1,899 348 0.01% 0.01% 337 +21 1.12% Q3 2026 Oct 22, 2026
Keeler Thomas Management LLC History No change 1,874 343 0.13% 0.11% 338 0 0.0% Q3 2026 Oct 29, 2026
DeDora Capital, Inc. History Reduced 1,857 340 0.08% 0.08% 339 -435 -18.98% Q3 2026 Oct 26, 2026
Koss-Olinger Consulting, LLC History No change 2,005 337 0.03% 0.03% 340 0 0.0% Q2 2026 Aug 10, 2026
Sivia Capital Partners, LLC History No change 2,006 337 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 23, 2026
71 West Capital Partners History Added to 1,812 331 0.01% 0.01% 342 +37 2.08% Q3 2026 Nov 04, 2026
Cresset Asset Management, LLC History No change 1,952 328 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History Added to 1,791 327 0.0% 0.0% 344 +1,472 461.44% Q3 2026 Nov 05, 2026
STEPHENS INC /AR/ History No change 1,935 325 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 29, 2026
DLD Asset Management, LP History No change 1,934 325 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 1,928 324 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 1,908 321 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 1,750 320 0.0% 0.0% 349 +74 4.42% Q3 2026 Oct 22, 2026
CREDIT AGRICOLE S A History No change 1,898 319 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History Added to 1,742 318 0.01% 0.01% 351 +235 15.59% Q3 2026 Oct 28, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 1,742 318 0.04% 0.03% 352 +25 1.46% Q3 2026 Oct 30, 2026
Avior Wealth Management, LLC History Added to 1,732 317 0.01% 0.01% 353 +32 1.88% Q3 2026 Oct 13, 2026
KINTRA WEALTH, LLC History No change 1,670 315 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History Reduced 1,711 313 0.1% 0.1% 356 -9 -0.52% Q3 2026 Oct 19, 2026
PFG Investments, LLC History No change 1,863 313 0.01% 0.01% 355 0 0.0% Q2 2026 Jul 23, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,848 311 0.09% 0.09% 357 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 1,812 305 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History Added to 1,664 304 0.01% 0.01% 359 +372 28.79% Q3 2026 Oct 27, 2026
Legacy Advisors, LLC History Reduced 1,652 302 0.03% 0.03% 361 -88 -5.06% Q3 2026 Oct 19, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 1,653 302 0.04% 0.04% 362 -30 -1.78% Q3 2026 Oct 09, 2026
FIRST HORIZON CORP History No change 1,651 302 0.01% 0.01% 360 0 0.0% Q3 2026 Oct 26, 2026
BLAIR WILLIAM & CO/IL History No change 1,788 301 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 1,790 301 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 18, 2026
PCM Encore, LLC History No change 1,783 300 0.05% 0.05% 365 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History Added to 1,622 296 0.01% 0.01% 366 +119 7.92% Q3 2026 Oct 29, 2026
Choate Investment Advisors History No change 1,745 293 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 1,736 292 0.05% 0.05% 368 0 0.0% Q3 2026 Oct 26, 2026
Walkner Condon Financial Advisors LLC History New 1,593 291 0.03% — 370 +1,593 New Q3 2026 Oct 30, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,732 291 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History Reduced 1,548 287 0.01% 0.01% 374 -70 -4.33% Q3 2026 Oct 09, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 1,706 287 0.08% 0.08% 371 0 0.0% Q2 2026 Aug 17, 2026
Transamerica Financial Advisors, LLC History No change 1,707 287 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 1,704 287 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History Added to 1,563 286 0.04% 0.0% 375 +1,464 1478.79% Q3 2026 Nov 05, 2026
Perigon Wealth Management, LLC History Added to 1,559 285 0.0% 0.0% 376 +221 16.52% Q3 2026 Oct 22, 2026
Abacus Wealth Partners, LLC History Added to 1,542 282 0.03% 0.02% 377 +134 9.52% Q3 2026 Nov 03, 2026
West Family Investments, Inc. History No change 1,670 281 0.08% 0.08% 378 0 0.0% Q2 2026 Aug 10, 2026
180 WEALTH ADVISORS, LLC History Added to 1,534 280 0.03% 0.02% 379 +246 19.1% Q3 2026 Nov 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,657 279 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History Added to 1,521 278 0.01% 0.01% 381 +273 21.88% Q3 2026 Oct 28, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 1,517 277 0.0% 0.0% 382 +24 1.61% Q3 2026 Nov 05, 2026
Successful Portfolios LLC History No change 1,520 275 0.13% 0.12% 383 0 0.0% Q3 2026 Oct 09, 2026
Snowden Capital Advisors LLC History No change 1,634 275 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 1,628 274 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 13, 2026
Hexagon Capital Partners LLC History No change 1,625 273 0.04% 0.04% 386 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History Added to 1,487 272 0.0% 0.0% 387 +59 4.13% Q3 2026 Nov 05, 2026
Aptus Capital Advisors, LLC History No change 1,602 269 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 1,602 269 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 04, 2026
Manchester Capital Management LLC History Added to 1,464 268 0.04% 0.03% 390 +240 19.61% Q3 2026 Oct 22, 2026
AE Wealth Management LLC History No change 1,583 266 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 03, 2026
Canopy Partners, LLC History New 1,451 265 0.08% — 392 +1,451 New Q3 2026 Oct 28, 2026
MQS Management LLC History No change 1,563 263 0.32% 0.32% 393 0 0.0% Q2 2026 Aug 07, 2026
Gibbs Wealth Management History New 1,415 259 0.03% — 394 +1,415 New Q3 2026 Oct 22, 2026
Resonant Capital Advisors, LLC History New 1,399 256 0.01% — 395 +1,399 New Q3 2026 Oct 15, 2026
KOM Wealth Management Group, LLC History Added to 1,396 255 0.13% 0.14% 396 +30 2.2% Q3 2026 Oct 15, 2026
Crestwood Advisors Group, LLC History New 1,392 254 0.0% — 398 +1,392 New Q3 2026 Oct 27, 2026
Klingman & Associates, LLC History Added to 1,389 254 0.01% 0.01% 397 +124 9.8% Q3 2026 Oct 20, 2026
New Republic Capital, LLC History No change 1,503 253 0.06% 0.06% 399 0 0.0% Q2 2026 Jul 31, 2026
Composition Wealth, LLC History No change 1,496 251 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History New 1,368 250 0.0% — 402 +1,368 New Q3 2026 Oct 26, 2026
Savvy Advisors, Inc. History No change 1,488 250 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 03, 2026
Glenview Trust Co History New 1,361 249 0.0% — 404 +1,361 New Q3 2026 Oct 28, 2026
SteelPeak Wealth, LLC History Added to 1,363 249 0.01% 0.01% 403 +60 4.6% Q3 2026 Oct 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,465 246 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History Added to 1,340 245 0.02% 0.01% 406 +306 29.59% Q3 2026 Oct 27, 2026
WEALTH ALLIANCE, LLC History No change 1,450 244 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 1,451 244 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History Reduced 1,305 238 0.01% 0.01% 409 -6 -0.46% Q3 2026 Nov 05, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 1,409 237 0.04% 0.04% 410 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History Reduced 1,195 234 0.02% 0.02% 413 -17 -1.4% Q3 2026 Oct 30, 2026
Cambria Investment Management, L.P. History No change 1,390 234 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 1,392 234 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc. History Reduced 1,265 231 0.06% 0.05% 415 -14 -1.09% Q3 2026 Oct 28, 2026
BROWN ADVISORY INC History No change 1,372 231 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Added to 1,255 229 0.0% 0.0% 416 +18 1.46% Q3 2026 Oct 15, 2026
OpenArc Corporate Advisory, LLC History New 1,225 224 0.0% — 420 +1,225 New Q3 2026 Oct 21, 2026
CAPITAL ADVISORS INC/OK History No change 1,334 224 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 1,206 224 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 1,331 224 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 13, 2026
RBA Wealth Management, LLC History New 1,218 223 0.07% — 421 +1,218 New Q3 2026 Oct 28, 2026
Ashton Thomas Private Wealth, LLC History New 1,202 220 0.0% — 422 +1,202 New Q3 2026 Nov 02, 2026
American Money Management, LLC History No change 1,290 217 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 1,175 215 0.13% 0.12% 424 -60 -4.86% Q3 2026 Oct 07, 2026
ALTFEST L J & CO INC History New 1,163 212 0.02% — 425 +1,163 New Q3 2026 Oct 27, 2026
FIFTH THIRD BANCORP History Added to 1,157 211 0.0% 0.0% 426 +209 22.05% Q3 2026 Nov 05, 2026
Provenance Wealth Advisors, LLC History Added to 1,147 210 0.01% 0.01% 429 +533 86.81% Q3 2026 Oct 30, 2026
AUXIER ASSET MANAGEMENT LLC History No change 1,249 210 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 1,250 210 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,233 207 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 1,121 205 0.01% — 432 +1,121 New Q3 2026 Oct 26, 2026
Stonebrook Private Inc. History No change 1,223 205 0.04% 0.04% 431 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 1,214 204 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 12, 2026
Penobscot Investment Management Company, Inc. History New 1,102 201 0.01% — 436 +1,102 New Q3 2026 Oct 26, 2026
Semus Wealth Partners LLC History New 1,100 201 0.09% — 437 +1,100 New Q3 2026 Oct 22, 2026
Stratos Wealth Partners, LTD. History No change 1,193 201 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 11, 2026
Keebeck Wealth Management History No change 1,198 201 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History New 1,080 200 0.01% — 438 +1,080 New Q3 2026 Oct 09, 2026
Leonteq Securities AG History Reduced 1,065 195 0.01% 0.02% 439 -2,293 -68.28% Q3 2026 Oct 29, 2026
HARBOUR INVESTMENTS, INC. History No change 1,115 187 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 12, 2026
Laraway Financial Advisors Inc History No change 1,100 185 0.11% 0.11% 441 0 0.0% Q2 2026 Aug 03, 2026
Purpose Unlimited Inc. History No change 1,022 172 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 910 166 0.07% 0.06% 443 0 0.0% Q3 2026 Oct 26, 2026
ATLAS CAPITAL ADVISORS INC. History No change 854 143 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 846 142 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History Added to 767 140 0.0% 0.0% 446 +589 330.9% Q3 2026 Nov 05, 2026
CULLEN/FROST BANKERS, INC. History Reduced 735 134 0.0% 0.0% 447 -61 -7.66% Q3 2026 Oct 28, 2026
CENTRAL TRUST Co History No change 710 130 0.0% 0.0% 448 0 0.0% Q3 2026 Nov 05, 2026
Pflug Koory, LLC History No change 700 128 0.05% 0.05% 449 0 0.0% Q3 2026 Oct 26, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 716 120 0.02% 0.02% 450 0 0.0% Q2 2026 Jul 17, 2026
Tower Research Capital LLC (TRC) History No change 712 119 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 628 115 0.03% 0.04% 452 -302 -32.47% Q3 2026 Nov 04, 2026
Salomon & Ludwin, LLC History Reduced 611 111 0.01% 0.01% 453 -15 -2.4% Q3 2026 Oct 29, 2026
Corient IA LP History No change 660 111 0.1% 0.1% 454 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 631 107 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History Added to 568 104 0.03% 0.02% 456 +99 21.11% Q3 2026 Oct 20, 2026
Community Bank, N.A. History No change 600 101 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 600 101 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 573 96 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 28, 2026
Millstone Evans Group, LLC History No change 574 96 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 566 95 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 17, 2026
UMB Bank, n.a. History No change 570 95 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 13, 2026
MeadowBrook Investment Advisors LLC History No change 4,845 95 0.08% 0.06% 463 0 0.0% Q3 2026 Oct 29, 2026
Spire Wealth Management History No change 522 95 0.0% 0.0% 464 0 0.0% Q3 2026 Oct 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 557 93 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 06, 2026
Aberdeen Wealth Management LLC History No change 547 92 0.04% 0.04% 466 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 542 91 0.06% 0.06% 467 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 524 88 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 06, 2026
James T. Borello RIA History Reduced 460 84 0.02% 0.02% 470 -35 -7.07% Q3 2026 Oct 16, 2026
Greykasell Wealth Strategies, Inc. History No change 502 84 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 11, 2026
Costello Asset Management, INC History No change 420 76 0.02% 0.02% 471 0 0.0% Q3 2026 Oct 30, 2026
Financial Management Professionals, Inc. History Added to 413 75 0.01% 0.01% 472 +34 8.97% Q3 2026 Oct 23, 2026
BFC Planning, Inc. History No change 447 75 0.0% 0.0% 473 0 0.0% Q2 2026 Oct 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 400 73 0.01% 0.01% 474 0 0.0% Q3 2026 Oct 16, 2026
Westside Investment Management, Inc. History No change 403 73 0.01% 0.01% 475 0 0.0% Q3 2026 Nov 02, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 421 70 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 386 70 0.02% 0.02% 477 0 0.0% Q3 2026 Oct 28, 2026
BNP PARIBAS History No change 400 67 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 400 67 0.02% 0.02% 479 0 0.0% Q2 2026 Jul 28, 2026
Rydar Equities, Inc. History New 356 65 0.03% — 481 +356 New Q3 2026 Oct 13, 2026
SouthState Bank Corp History No change 389 65 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History Reduced 350 64 0.0% 0.0% 482 -195 -35.78% Q3 2026 Oct 27, 2026
Ares Financial Consulting, LLC History Added to 341 62 0.04% 0.04% 483 +39 12.91% Q3 2026 Oct 19, 2026
Root Financial Partners, LLC History New 338 61 0.0% — 485 +338 New Q3 2026 Oct 21, 2026
Golden State Wealth Management, LLC History No change 334 61 0.01% 0.01% 484 0 0.0% Q3 2026 Nov 02, 2026
Bogart Wealth, LLC History No change 346 58 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 6,580 58 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 21, 2026
Ascentis Wealth Management, LLC History Added to 316 57 0.01% 0.01% 490 +49 18.35% Q3 2026 Nov 03, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 312 57 0.01% 0.01% 488 +24 8.33% Q3 2026 Oct 16, 2026
Atlantic Union Bankshares Corp History No change 344 57 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 11, 2026
CoreFirst Bank & Trust History No change 338 56 0.03% 0.03% 491 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History Added to 291 53 0.0% 0.0% 492 +130 80.75% Q3 2026 Oct 20, 2026
CoreCap Advisors, LLC History Added to 275 50 0.0% 0.0% 493 +98 55.37% Q3 2026 Oct 08, 2026
ABOUND FINANCIAL, LLC History No change 300 50 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 267 48 0.0% 0.0% 495 0 0.0% Q3 2026 Oct 06, 2026
Financial Perspectives, Inc History No change 267 48 0.01% 0.01% 496 0 0.0% Q3 2026 Nov 03, 2026
Longview Financial Advisors LLC History No change 280 47 0.02% 0.02% 497 0 0.0% Q2 2026 Jul 14, 2026
LANARK FINANCIAL, INC. History Added to 248 45 0.0% 0.0% 498 +60 31.91% Q3 2026 Oct 26, 2026
Wilmington Savings Fund Society, FSB History Added to 240 43 0.0% 0.0% 499 +30 14.29% Q3 2026 Oct 23, 2026
IMA Advisory Services, Inc. History No change 249 41 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 10, 2026
Roxbury Financial LLC History No change 224 40 0.03% 0.03% 501 0 0.0% Q3 2026 Oct 01, 2026
TRUST CO OF VERMONT History Added to 215 39 0.0% 0.0% 502 +20 10.26% Q3 2026 Oct 21, 2026
Asset Dedication, LLC History Reduced 204 37 0.0% 0.0% 504 -1 -0.49% Q3 2026 Nov 02, 2026
Estabrook Capital Management History No change 220 37 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 203 37 0.0% 0.0% 505 0 0.0% Q3 2026 Oct 30, 2026
Key FInancial Inc History Reduced 199 36 0.01% 0.01% 509 -200 -50.13% Q3 2026 Nov 02, 2026
Independence Bank of Kentucky History Reduced 200 36 0.0% 0.0% 508 -50 -20.0% Q3 2026 Oct 26, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 215 36 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 200 36 0.0% 0.0% 507 0 0.0% Q3 2026 Oct 29, 2026
JFS WEALTH ADVISORS, LLC History No change 196 35 0.0% 0.0% 510 0 0.0% Q3 2026 Nov 03, 2026
Continuum Advisory, LLC History No change 213 35 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 06, 2026
Jacobi Capital Management LLC History New 186 34 0.0% — 512 +186 New Q3 2026 Nov 05, 2026
Miller Global Investments, LLC History New 185 33 0.03% — 513 +185 New Q3 2026 Oct 02, 2026
Hamrick Investment Counsel, llc History No change 190 32 0.02% 0.02% 514 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History Added to 174 31 0.0% 0.0% 515 +7 4.19% Q3 2026 Oct 26, 2026
MATHER GROUP, LLC. History Added to 164 30 0.0% 0.0% 516 +100 156.25% Q3 2026 Oct 14, 2026
Bell Investment Advisors, Inc History Added to 167 30 0.0% 0.0% 517 +60 56.07% Q3 2026 Oct 28, 2026
Kilter Group LLC History No change 178 29 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History Added to 154 28 0.0% 0.0% 520 +81 110.96% Q3 2026 Oct 20, 2026
Cassaday & Co Wealth Management LLC History Reduced 156 28 0.0% 0.0% 521 -36 -18.75% Q3 2026 Oct 27, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 154 28 0.01% 0.0% 522 +19 14.07% Q3 2026 Oct 19, 2026
GW&K Investment Management, LLC History No change 169 28 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 12, 2026
Meriwether Wealth & Planning, LLC History New 150 27 0.01% — 525 +150 New Q3 2026 Oct 13, 2026
Fairscale Capital, LLC History No change 142 27 0.02% 0.01% 523 0 0.0% Q3 2026 Nov 04, 2026
Parvin Asset Management, LLC History No change 163 27 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History Added to 142 26 0.01% 0.0% 529 +105 283.78% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Reduced 145 26 0.0% 0.0% 528 -91 -38.56% Q3 2026 Oct 26, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 156 26 0.0% 0.0% 526 0 0.0% Q2 2026 Oct 30, 2026
NFSG Corp History No change 147 26 0.0% 0.0% 527 0 0.0% Q3 2026 Oct 15, 2026
West Financial Advisors, LLC History New 139 25 0.0% — 533 +139 New Q3 2026 Oct 22, 2026
Signature Equity Partners, LLC History Reduced 138 25 0.01% 0.02% 531 -59 -29.95% Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History Added to 140 25 0.01% 0.01% 532 +2 1.45% Q3 2026 Nov 05, 2026
EASTERN BANK History No change 138 25 0.0% 0.0% 530 0 0.0% Q3 2026 Oct 05, 2026
FINANCIAL CONSULATE, INC History Added to 133 24 0.0% 0.0% 534 +45 51.14% Q3 2026 Oct 23, 2026
Bank of New Hampshire History No change 135 24 0.01% 0.0% 535 0 0.0% Q3 2026 Oct 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 132 24 0.0% 0.0% 536 0 0.0% Q3 2026 Oct 30, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 141 23 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 07, 2026
Latitude Advisors, LLC History New 123 22 0.01% — 539 +123 New Q3 2026 Oct 27, 2026
AMERIFLEX GROUP, INC. History No change 133 22 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisers, LLC History New 119 21 0.01% — 542 +119 New Q3 2026 Oct 26, 2026
Ancora Advisors LLC History No change 125 21 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History No change 115 21 0.0% 0.0% 541 0 0.0% Q3 2026 Oct 02, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 125 20 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History Added to 109 19 0.01% 0.01% 546 +10 10.1% Q3 2026 Oct 07, 2026
BOK Financial Private Wealth, Inc. History No change 114 19 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON-ALTUS USA INC. History No change 93 19 0.01% 0.01% 545 0 0.0% Q2 2026 Sep 17, 2026
MASECO LLP History No change 106 19 0.0% 0.0% 547 0 0.0% Q3 2026 Oct 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 100 18 0.01% — 554 +100 New Q3 2026 Oct 28, 2026
Center for Financial Planning, Inc. History No change 100 18 0.0% 0.0% 548 0 0.0% Q3 2026 Oct 26, 2026
Bradley & Co. Private Wealth Management, LLC History No change 100 18 0.01% 0.01% 549 0 0.0% Q3 2026 Oct 23, 2026
City State Bank History No change 100 18 0.0% 0.0% 550 0 0.0% Q3 2026 Oct 20, 2026
Hilltop National Bank History No change 100 18 0.0% 0.0% 551 0 0.0% Q3 2026 Oct 14, 2026
Caldwell Trust Co History No change 100 18 0.0% 0.0% 552 0 0.0% Q3 2026 Oct 30, 2026
Key Capital Management, INC History No change 103 18 0.01% 0.01% 553 0 0.0% Q3 2026 Nov 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 98 17 0.0% — 558 +98 New Q3 2026 Oct 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 102 17 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 98 17 0.0% 0.0% 556 0 0.0% Q3 2026 Oct 13, 2026
Winch Advisory Services, LLC History No change 103 17 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 06, 2026
ALBION FINANCIAL GROUP /UT History Reduced 88 16 0.0% 0.0% 559 -1 -1.12% Q3 2026 Oct 21, 2026
Tacita Capital Inc History No change 100 16 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 95 16 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 28, 2026
IFP Advisors, Inc History Reduced 85 15 0.0% 0.0% 562 -61 -41.78% Q3 2026 Oct 16, 2026
Phillip James Consulting Co. History No change 83 15 0.01% 0.01% 563 0 0.0% Q3 2026 Nov 03, 2026
Livelsberger Financial Advisory History New 76 13 0.07% — 568 +76 New Q3 2026 Oct 27, 2026
Triumph Capital Management History Added to 75 13 0.0% 0.0% 566 +36 92.31% Q3 2026 Oct 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 80 13 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History No change 75 13 0.0% 0.0% 565 0 0.0% Q3 2026 Nov 03, 2026
SHP Wealth Management History No change 83 13 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 11, 2026
UMB Private Wealth Management, LLC History New 69 12 0.01% — 571 +69 New Q3 2026 Oct 19, 2026
Nemes Rush Group LLC History No change 66 12 0.0% 0.0% 569 0 0.0% Q3 2026 Nov 04, 2026
Redwood Park Advisors LLC History No change 70 12 0.01% 0.01% 570 0 0.0% Q3 2026 Nov 02, 2026
Nova Financial LLC History New 62 11 0.0% — 576 +62 New Q3 2026 Nov 04, 2026
Laurel Wealth Advisors LLC History New 61 11 0.0% — 575 +61 New Q3 2026 Oct 27, 2026
Addison Advisors LLC History No change 70 11 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 62 11 0.0% 0.0% 573 0 0.0% Q3 2026 Oct 20, 2026
Principia Wealth Advisory, LLC History No change 67 11 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 26, 2026
Next Level Wealth Planning, LLC History New 55 10 0.0% — 579 +55 New Q3 2026 Oct 29, 2026
Aspect Partners, LLC History No change 58 10 0.0% 0.0% 577 0 0.0% Q3 2026 Oct 20, 2026
Basepoint Wealth LLC History No change 65 10 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 10, 2026
ADIRONDACK TRUST CO History No change 50 9 0.0% 0.0% 580 0 0.0% Q3 2026 Oct 14, 2026
Elyxium Wealth, LLC History New 47 8 0.0% — 590 +47 New Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History New 46 8 0.0% — 589 +46 New Q3 2026 Oct 14, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 45 8 0.0% 0.0% 583 -45 -50.0% Q3 2026 Oct 30, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 45 8 0.0% 0.0% 581 0 0.0% Q3 2026 Oct 19, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 52 8 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 50 8 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 44 8 0.0% 0.0% 585 0 0.0% Q3 2026 Oct 26, 2026
Creative Capital Management Investments LLC History No change 45 8 0.0% 0.0% 586 0 0.0% Q3 2026 Oct 27, 2026
Westfuller Advisors, LLC History No change 50 8 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 29, 2026
Merrithew & Thorsten Inc History No change 50 8 0.01% 0.01% 588 0 0.0% Q2 2026 Jul 31, 2026
Planning Strategies Inc. History New 41 7 0.0% — 595 +41 New Q3 2026 Oct 02, 2026
TOTH FINANCIAL ADVISORY CORP History No change 40 7 0.0% 0.0% 591 0 0.0% Q3 2026 Oct 08, 2026
Gleason Group, Inc. History No change 39 7 0.0% 0.0% 592 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 43 7 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 45 7 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 35 6 0.0% 0.0% 601 -95 -73.08% Q3 2026 Oct 29, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 34 6 0.0% 0.0% 599 +14 70.0% Q3 2026 Oct 29, 2026
American Capital Advisory, LLC History Reduced 37 6 0.0% 0.0% 602 -8 -17.78% Q3 2026 Oct 28, 2026
Smithfield Trust Co History No change 34 6 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 36 6 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 38 6 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 37 6 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 37 6 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 40 6 0.0% 0.0% 604 0 0.0% Q3 2026 Nov 05, 2026
Medallion Wealth Advisors, LLC History No change 41 6 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 14, 2026
Acumen Wealth Advisors, LLC History New 28 5 0.0% — 608 +28 New Q3 2026 Nov 05, 2026
Field & Main Bank History No change 35 5 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 19, 2026
WPG Advisers, LLC History No change 30 5 0.0% 0.0% 607 0 0.0% Q3 2026 Oct 27, 2026
Grove Bank & Trust History Reduced 25 4 0.0% 0.0% 609 -80 -76.19% Q3 2026 Oct 08, 2026
Ascentis Independent Advisors History New 25 4 0.0% — 621 +25 New Q3 2026 Nov 03, 2026
Financial Network Wealth Advisors LLC History Added to 23 4 0.0% 0.0% 613 +3 15.0% Q3 2026 Oct 27, 2026
CVA Family Office, LLC History No change 24 4 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 07, 2026
Orion Capital Management LLC History No change 26 4 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 17, 2026
JPL Wealth Management, LLC History No change 25 4 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 27 4 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 27 4 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 13, 2026
Crews Bank & Trust History No change 25 4 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 16, 2026
Vision Retirement, LLC History No change 28 4 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 21, 2026
Boreal Capital Management LLC History No change 24 4 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 25 4 0.0% 0.0% 619 0 0.0% Q3 2026 Oct 14, 2026
Markowski Investments History No change 22 4 0.0% 0.0% 620 0 0.0% Q3 2026 Oct 30, 2026
COUNTRY TRUST BANK History Reduced 20 3 0.0% 0.0% 622 -52 -72.22% Q3 2026 Oct 30, 2026
MOTCO History No change 22 3 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 17 3 0.0% 0.0% 624 0 0.0% Q3 2026 Oct 15, 2026
Glen Eagle Advisors, LLC History No change 21 3 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
Park Square Financial Group, LLC History No change 22 3 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 31, 2026
EFG International AG History No change 18 3 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History New 13 2 0.0% — 641 +13 New Q3 2026 Oct 27, 2026
MidAtlantic Capital Management, Inc. History New 12 2 0.0% — 640 +12 New Q3 2026 Nov 04, 2026
Breakwater Investment Management History Added to 11 2 0.0% 0.0% 632 +4 57.14% Q3 2026 Oct 20, 2026
Monetary Solutions, Ltd History Added to 12 2 0.0% 0.0% 638 +4 50.0% Q3 2026 Oct 22, 2026
HighMark Wealth Management LLC History No change 18 2 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 12, 2026
Elequin Capital, LP History No change 16 2 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
Byrne Asset Management LLC History No change 15 2 0.0% 0.0% 630 0 0.0% Q3 2026 Oct 06, 2026
Quent Capital, LLC History No change 13 2 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 07, 2026
VSM Wealth Advisory, LLC History No change 14 2 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 22, 2026
Dogwood Wealth Management LLC History No change 17 2 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 06, 2026
MidFirst Bank History No change 13 2 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 15 2 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 16 2 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 14 2 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 9 1 0.0% 0.02% 653 -215 -95.98% Q3 2026 Oct 30, 2026
Nvest Wealth Strategies, Inc. History New 6 1 0.0% — 659 +6 New Q3 2026 Oct 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 8 1 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 8 1 0.0% 0.0% 643 0 0.0% Q3 2026 Nov 04, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 3 1 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 18, 2026
TD Capital Management LLC History No change 6 1 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 06, 2026
Tradewinds Capital Management, LLC History No change 10 1 0.0% 0.0% 646 0 0.0% Q3 2026 Oct 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 5 1 0.0% 0.0% 647 0 0.0% Q3 2026 Oct 14, 2026
Avion Wealth History No change 10 1 0.0% 0.0% 648 0 0.0% Q3 2026 Nov 03, 2026
Elevated Capital Advisors, LLC History No change 8 1 0.0% 0.0% 649 0 0.0% Q3 2026 Nov 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 6 1 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 9 1 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 7 1 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History No change 9 1 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 01, 2026
Navigoe, LLC History No change 8 1 0.0% 0.0% 655 0 0.0% Q3 2026 Nov 03, 2026
Benson Wealth Management INC History No change 10 1 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 11 1 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 09, 2026
Essential Investment Partners LLC History No change 10 1 0.0% 0.0% 658 0 0.0% Q3 2026 Oct 27, 2026
ANDERSON HOAGLAND & CO History Closed out 0 0 — 0.14% — -10,895 -100.0% Q3 2026 Oct 23, 2026
Grandview Asset Management LLC History Closed out 0 0 — 0.15% — -3,663 -100.0% Q3 2026 Oct 19, 2026
CHIRON CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.48% — -3,210 -100.0% Q3 2026 Oct 15, 2026
Weaver Capital Management LLC History Closed out 0 0 — 0.14% — -3,146 -100.0% Q3 2026 Oct 15, 2026
Arta Finance Wealth Management LLC History Closed out 0 0 — 0.11% — -1,575 -100.0% Q3 2026 Oct 28, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.14% — -1,531 -100.0% Q3 2026 Oct 29, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.01% — -355 -100.0% Q3 2026 Nov 05, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.03% — -209 -100.0% Q3 2026 Nov 03, 2026
TSFG, LLC History Closed out 0 0 — 0.0% — -136 -100.0% Q3 2026 Oct 23, 2026
Robinswood Financial LLC History Closed out 0 0 — 0.01% — -127 -100.0% Q3 2026 Oct 20, 2026
Essential Partners LLC History Reduced 3 0 — 0.01% — -116 -97.48% Q3 2026 Oct 14, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -107 -100.0% Q3 2026 Oct 01, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2026 Oct 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5 0 — 0.0% — -90 -94.74% Q3 2026 Nov 04, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2026 Oct 15, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.01% — -57 -100.0% Q3 2026 Oct 20, 2026
Bullseye Investment Management, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 29, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2026 Nov 04, 2026
Washington Trust Advisors, Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2026 Oct 22, 2026
HORIZON FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2026 Nov 04, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2026 Oct 23, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2026 Oct 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 15, 2026
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Oct 21, 2026
SOUTHERN MICHIGAN BANK & TRUST History Closed out 0 0 — 0.0% — -6 -100.0% Q3 2026 Oct 19, 2026
GODSEY & GIBB, INC History New 5 0 — — — +5 New Q3 2026 Oct 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 4 0 — — — +4 New Q3 2026 Oct 09, 2026
Fairway Wealth LLC History New 1 0 — — — +1 New Q3 2026 Oct 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
Trust Co History No change 4 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Kozak & Associates, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
High Note Wealth, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
TFC Financial Management, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
WOLFF WIESE MAGANA LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Rachor Investment Advisory Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Mosley Wealth Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 13, 2026