TotalEnergies SE - TTE

Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q3 2025 · Compare: Q2 2025
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 Reduced 19,963,832 1,191,641 0.43% 0.5% 1 -522,833 -2.55% Q3 2025 Nov 12, 2025
Aristotle Capital Management, LLC History Reduced 12,236,035 730,375 1.41% 1.52% 2 -660,236 -5.12% Q3 2025 Nov 14, 2025
FMR LLC History Added to 11,736,874 700,573 0.04% 0.04% 3 +253,331 2.21% Q3 2025 Nov 13, 2025
BANK OF AMERICA CORP /DE/ History Reduced 9,538,683 569,363 0.04% 0.04% 4 -264,285 -2.7% Q3 2025 Feb 03, 2026
MORGAN STANLEY History Reduced 7,392,325 441,248 0.03% 0.03% 5 -70,108 -0.94% Q3 2025 Nov 14, 2025
FRANKLIN RESOURCES INC History Reduced 5,879,365 350,939 0.09% 0.1% 6 -5,077 -0.09% Q3 2025 Nov 13, 2025
WELLS FARGO & COMPANY/MN History Reduced 5,581,722 333,173 0.06% 0.07% 7 -41,319 -0.73% Q3 2025 Nov 13, 2025
WELLINGTON MANAGEMENT GROUP LLP History Reduced 5,311,326 317,033 0.06% 0.08% 8 -1,956,723 -26.92% Q3 2025 Nov 14, 2025
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 4,148,614 247,632 0.03% 0.03% 9 +68,652 1.68% Q3 2025 Nov 14, 2025
FEDERATED HERMES, INC. History Added to 3,842,244 229,343 0.4% 0.41% 10 +260,117 7.26% Q3 2025 Nov 03, 2025
Capital International Investors History Added to 3,423,484 211,296 0.03% 0.04% 11 +27,614 0.81% Q3 2025 Nov 13, 2025
RAYMOND JAMES FINANCIAL INC History Added to 3,234,032 193,071 0.06% 0.07% 12 +154,139 5.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Added to 2,903,334 173,300 0.05% 0.05% 13 +133,659 4.83% Q3 2025 Nov 05, 2025
GOLDMAN SACHS GROUP INC History Added to 2,841,264 169,595 0.02% 0.02% 14 +646,038 29.43% Q3 2025 Nov 14, 2025
JPMORGAN CHASE & CO History Added to 2,803,259 167,326 0.01% 0.01% 15 +552,414 24.54% Q3 2025 Nov 26, 2025
NATIXIS ADVISORS, LLC History Added to 2,271,259 135,571 0.2% 0.21% 16 +134,708 6.3% Q3 2025 Nov 13, 2025
EQUITY INVESTMENT CORP History Added to 2,254,213 134,553 2.82% 2.97% 17 +42,582 1.93% Q3 2025 Nov 05, 2025
NORTHERN TRUST CORP History Added to 2,064,108 123,206 0.02% 0.02% 18 +216,302 11.71% Q3 2025 Nov 14, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,861,608 111,119 0.01% 0.02% 19 +62,449 3.47% Q3 2025 Nov 14, 2025
BlackRock, Inc. History Added to 1,855,297 110,742 0.0% 0.0% 20 +113,003 6.49% Q3 2025 Nov 12, 2025
AMERICAN CENTURY COMPANIES INC History Added to 1,771,928 105,766 0.05% 0.06% 21 +116,854 7.06% Q3 2025 Nov 12, 2025
LPL Financial LLC History Added to 1,437,266 85,790 0.03% 0.03% 22 +134,952 10.36% Q3 2025 Nov 12, 2025
MACKENZIE FINANCIAL CORP History Reduced 1,426,477 85,146 0.1% 0.12% 23 -20,627 -1.43% Q3 2025 Nov 13, 2025
CITADEL ADVISORS LLC History Added to 1,375,700 82,115 0.01% 0.01% 24 +621,383 82.38% Q3 2025 Nov 14, 2025
Alyeska Investment Group, L.P. History Reduced 1,295,060 77,302 0.23% 0.36% 25 -373,352 -22.38% Q3 2025 Nov 17, 2025
Optiver Holding B.V. History Reduced 1,254,700 74,893 0.03% 0.04% 26 -278,312 -18.15% Q3 2025 Nov 10, 2025
TODD ASSET MANAGEMENT LLC History Reduced 1,108,303 66,154 1.34% 1.56% 27 -72,408 -6.13% Q3 2025 Nov 07, 2025
Rockefeller Capital Management L.P. History Added to 1,062,379 63,413 0.12% 0.07% 28 +535,870 101.78% Q3 2025 Nov 14, 2025
Energy Income Partners, LLC History Reduced 1,021,533 60,975 1.18% 1.23% 29 -2,757 -0.27% Q3 2025 Nov 13, 2025
AMERIPRISE FINANCIAL INC History Reduced 957,958 57,195 0.01% 0.02% 30 -89,729 -8.56% Q3 2025 Nov 14, 2025
SEI INVESTMENTS CO History Reduced 897,221 53,556 0.06% 0.07% 31 -18,166 -1.98% Q3 2025 Nov 13, 2025
UBS Group AG History Added to 800,384 47,774 0.01% 0.01% 32 +272,023 51.48% Q3 2025 Nov 13, 2025
STIFEL FINANCIAL CORP History Added to 767,789 45,829 0.04% 0.04% 33 +21,706 2.91% Q3 2025 Nov 12, 2025
BRANDES INVESTMENT PARTNERS, LP History Added to 766,340 45,743 0.37% 0.37% 34 +103,567 15.63% Q3 2025 Nov 14, 2025
HighTower Advisors, LLC History Reduced 726,981 43,393 0.05% 0.06% 35 -28,787 -3.81% Q3 2025 Nov 07, 2025
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 723,580 43,190 0.33% 0.38% 36 -36,800 -4.84% Q3 2025 Nov 12, 2025
FIRST TRUST ADVISORS LP History Reduced 670,791 40,039 0.03% 0.03% 37 -9,703 -1.43% Q3 2025 Nov 12, 2025
Connor, Clark & Lunn Investment Management Ltd. History Added to 613,119 36,597 0.12% 0.12% 38 +67,370 12.34% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Added to 537,286 32,070 0.05% 0.05% 39 +58,604 12.24% Q3 2025 Nov 14, 2025
Bank of New York Mellon Corp History Reduced 535,614 31,970 0.01% 0.01% 40 -158,946 -22.88% Q3 2025 Nov 03, 2025
CITIGROUP INC History Reduced 516,937 30,855 0.01% 0.02% 41 -94,666 -15.48% Q3 2025 Nov 10, 2025
BANK OF MONTREAL /CAN/ History Added to 495,671 29,586 0.01% 0.01% 42 +13,178 2.73% Q3 2025 Nov 13, 2025
Allspring Global Investments Holdings, LLC History Added to 476,369 28,801 0.05% 0.03% 43 +142,829 42.82% Q3 2025 Oct 20, 2025
JANE STREET GROUP, LLC History Added to 474,800 28,340 0.0% 0.0% 44 +242,762 104.62% Q3 2025 Nov 14, 2025
TRUIST FINANCIAL CORP History Added to 432,625 25,823 0.03% 0.04% 45 +5,959 1.4% Q3 2025 Nov 03, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 423,394 25,272 0.02% 0.02% 46 -54,637 -11.43% Q3 2025 Nov 07, 2025
GROUP ONE TRADING LLC History Added to 416,222 24,844 0.04% 0.05% 47 +46,332 12.53% Q3 2025 Nov 12, 2025
GUARDIAN CAPITAL LP History Added to 385,142 22,989 0.74% 0.78% 48 +27,796 7.78% Q3 2025 Nov 12, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 377,097 22,508 0.05% 0.06% 49 -2,343 -0.62% Q3 2025 Nov 13, 2025
JENNISON ASSOCIATES LLC History Reduced 375,887 22,436 0.01% 0.01% 50 -30,947 -7.61% Q3 2025 Oct 30, 2025
DIMENSIONAL FUND ADVISORS LP History Reduced 370,824 22,134 0.0% 0.01% 51 -6,320 -1.68% Q3 2025 Nov 12, 2025
JONES FINANCIAL COMPANIES LLLP History Reduced 340,141 21,152 0.01% 0.02% 52 -554 -0.16% Q3 2025 Nov 04, 2025
Aberdeen Group plc History Reduced 335,400 20,700 0.03% 0.04% 53 -12,100 -3.48% Q3 2025 Nov 07, 2025
Townsend & Associates, Inc History Added to 312,266 19,232 1.82% 1.83% 54 +7,964 2.62% Q3 2025 Oct 21, 2025
GW HENSSLER & ASSOCIATES LTD History Added to 319,241 19,055 0.95% 1.04% 55 +1,955 0.62% Q3 2025 Jan 23, 2026
Cetera Investment Advisers History Added to 304,758 18,191 0.02% 0.02% 56 +78,547 34.72% Q3 2025 Nov 14, 2025
BNP PARIBAS FINANCIAL MARKETS History Reduced 44,579 17,918 0.01% 0.01% 57 -169,258 -79.15% Q3 2025 Nov 13, 2025
DRW Securities, LLC History Added to 298,545 17,910 0.33% 0.04% 58 +272,363 1040.27% Q3 2025 Nov 14, 2025
Sound Income Strategies, LLC History New 299,912 17,577 0.96% — 59 +299,912 New Q3 2025 Oct 10, 2025
INGALLS & SNYDER LLC History Added to 270,315 16,135 0.53% 0.57% 60 +8,357 3.19% Q3 2025 Nov 07, 2025
GQG Partners LLC History Reduced 260,611 15,556 0.02% 0.02% 61 -13,965 -5.09% Q3 2025 Nov 13, 2025
IMC-Chicago, LLC History Reduced 257,441 15,366 0.01% 0.01% 62 -15,459 -5.66% Q3 2025 Nov 04, 2025
Epoch Investment Partners, Inc. History Added to 250,981 14,981 0.08% 0.07% 63 +44,835 21.75% Q3 2025 Nov 13, 2025
Hudson Bay Capital Management LP History New 250,000 14,922 0.05% — 64 +250,000 New Q3 2025 Dec 15, 2025
STATE STREET CORP History Added to 231,529 13,996 0.0% 0.0% 65 +101,561 78.14% Q3 2025 Nov 14, 2025
THORNBURG INVESTMENT MANAGEMENT INC History Added to 233,917 13,962 0.18% 0.18% 66 +4,403 1.92% Q3 2025 Nov 12, 2025
ASSETMARK, INC History Added to 227,995 13,609 0.03% 0.03% 67 +24,005 11.77% Q3 2025 Nov 06, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 226,784 13,536 0.0% 0.0% 68 +31,589 16.18% Q3 2025 Nov 10, 2025
TD ASSET MANAGEMENT INC History Added to 225,985 13,489 0.01% 0.01% 69 +17,705 8.5% Q3 2025 Nov 10, 2025
M&T BANK CORP History Reduced 221,844 13,241 0.04% 0.05% 70 -31,372 -12.39% Q3 2025 Nov 14, 2025
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 220,777 13,178 0.22% 0.25% 71 -5,681 -2.51% Q3 2025 Oct 10, 2025
Mariner, LLC History Reduced 203,683 12,157 0.02% 0.02% 72 -17,316 -7.84% Q3 2025 Nov 14, 2025
Creative Planning History Added to 197,547 11,791 0.01% 0.01% 73 +11,889 6.4% Q3 2025 Nov 14, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 193,941 11,767 0.28% 0.35% 74 +5,981 3.18% Q3 2025 Oct 28, 2025
Quantinno Capital Management LP History Added to 195,594 11,675 0.03% 0.03% 75 +71,309 57.38% Q3 2025 Nov 14, 2025
Cullen Capital Management, LLC History Reduced 190,515 11,371 0.12% 0.18% 76 -61,820 -24.5% Q3 2025 Nov 05, 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 187,834 11,211 0.0% 0.0% 77 +6,620 3.65% Q3 2025 Oct 29, 2025
MML INVESTORS SERVICES, LLC History Added to 186,599 11,138 0.03% 0.03% 78 +5,123 2.82% Q3 2025 Nov 14, 2025
Euro Pacific Asset Management, LLC History Added to 180,651 10,965 1.32% 0.53% 79 +17,138 10.48% Q3 2025 Oct 14, 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 182,137 10,871 0.06% — 80 +182,137 New Q3 2025 Nov 13, 2025
Tidal Investments LLC History Reduced 180,798 10,791 0.02% 0.07% 81 -4,186 -2.26% Q3 2025 Nov 14, 2025
Allied Investment Advisors, LLC History Added to 179,910 10,738 1.71% 1.84% 82 +8,672 5.06% Q3 2025 Nov 04, 2025
Invesco Ltd. History Reduced 176,915 10,560 0.0% 0.0% 83 -21,300 -10.75% Q3 2025 Nov 13, 2025
Janney Montgomery Scott LLC History Added to 170,870 10,199 0.02% 0.03% 84 +8,004 4.91% Q3 2025 Oct 27, 2025
Crossmark Global Holdings, Inc. History Reduced 167,954 10,025 0.15% 0.17% 85 -873 -0.52% Q3 2025 Nov 12, 2025
CIBC WORLD MARKET INC. History Added to 167,893 10,021 0.02% 0.02% 86 +757 0.45% Q3 2025 Nov 06, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 164,135 9,797 0.02% 0.02% 87 -1,875 -1.13% Q3 2025 Nov 14, 2025
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 163,975 9,787 0.06% 0.06% 88 +6,347 4.03% Q3 2025 Nov 14, 2025
Cerity Partners LLC History Reduced 158,946 9,487 0.02% 0.02% 89 -15,495 -8.88% Q3 2025 Oct 22, 2025
American Assets Investment Management, LLC History No change 150,000 8,953 0.66% 0.74% 90 0 0.0% Q3 2025 Nov 05, 2025
Qube Research & Technologies Ltd History New 149,699 8,935 0.01% — 91 +149,699 New Q3 2025 Nov 14, 2025
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 149,014 8,895 1.56% 1.73% 92 -329 -0.22% Q3 2025 Dec 18, 2025
Altrius Capital Management Inc History Added to 147,830 8,823 2.01% 1.99% 93 +9,037 6.51% Q3 2025 Nov 05, 2025
Stamos Capital Partners, L.P. History New 147,418 8,799 1.66% — 94 +147,418 New Q3 2025 Nov 13, 2025
FAYEZ SAROFIM & CO History Reduced 146,086 8,719 0.02% 0.02% 95 -2,860 -1.92% Q3 2025 Nov 14, 2025
DAVENPORT & Co LLC History Added to 143,049 8,539 0.05% 0.04% 96 +9,512 7.12% Q3 2025 Oct 15, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 133,149 7,947 0.39% 0.61% 97 -50,722 -27.59% Q3 2025 Nov 07, 2025
Tweedy, Browne Co LLC History Reduced 132,189 7,890 0.69% 0.76% 98 -979 -0.74% Q3 2025 Nov 20, 2025
Ledyard National Bank History Reduced 131,623 7,856 0.7% 0.79% 99 -4,444 -3.27% Q3 2025 Nov 05, 2025
Aquatic Capital Management LLC History Added to 131,565 7,853 0.15% 0.03% 100 +103,424 367.52% Q3 2025 Nov 14, 2025
&PARTNERS History Added to 130,289 7,808 0.05% 0.05% 101 +16,890 14.89% Q3 2025 Nov 14, 2025
Guardian Partners Inc. History Added to 127,371 7,700 0.65% 0.71% 102 +662 0.52% Q3 2025 Nov 13, 2025
QRG CAPITAL MANAGEMENT, INC. History Reduced 122,458 7,309 0.09% 0.1% 103 -68,179 -35.76% Q3 2025 Oct 28, 2025
MANNING & NAPIER ADVISORS LLC History Reduced 116,091 7,165 0.09% 0.09% 104 -10,197 -8.07% Q3 2025 Oct 27, 2025
BFSG, LLC History Added to 119,069 7,107 0.69% 0.82% 105 +144 0.12% Q3 2025 Oct 29, 2025
1832 Asset Management L.P. History Reduced 115,600 6,900 0.01% 0.01% 106 -81 -0.07% Q3 2025 Nov 14, 2025
Cadence Bank History Added to 115,587 6,899 0.42% 0.46% 107 +1,479 1.3% Q3 2025 Nov 13, 2025
CAPTRUST FINANCIAL ADVISORS History Added to 114,273 6,820 0.01% 0.02% 108 +2,293 2.05% Q3 2025 Nov 19, 2025
CI INVESTMENTS INC. History Reduced 114,115 6,812 0.02% 0.03% 109 -15,519 -11.97% Q3 2025 Nov 12, 2025
LOGAN CAPITAL MANAGEMENT INC History Added to 114,067 6,808 0.29% 0.25% 110 +25,057 28.15% Q3 2025 Nov 14, 2025
US BANCORP \DE\ History Added to 107,324 6,406 0.01% 0.01% 111 +3,617 3.49% Q3 2025 Nov 12, 2025
Corient Private Wealth LLC History Added to 105,581 6,302 0.01% 0.0% 112 +69,503 192.65% Q3 2025 Nov 14, 2025
Parkwood LLC History Reduced 105,137 6,276 0.57% 1.17% 113 -106,687 -50.37% Q3 2025 Nov 14, 2025
Atria Investments, Inc History New 101,954 6,085 0.07% — 114 +101,954 New Q3 2025 Nov 06, 2025
KEATING INVESTMENT COUNSELORS INC History Reduced 101,727 6,072 1.73% 2.05% 115 -8,815 -7.97% Q3 2025 Oct 27, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 100,498 5,998 0.02% 0.02% 116 -2,145 -2.09% Q3 2025 Nov 13, 2025
OSAIC HOLDINGS, INC. History Added to 97,264 5,952 0.01% 0.01% 117 +28,529 41.51% Q3 2025 Nov 14, 2025
CWM, LLC History Added to 99,701 5,951 0.02% 0.02% 118 +487 0.49% Q3 2025 Oct 15, 2025
Timber Creek Capital Management LLC History Reduced 99,685 5,950 1.44% 1.54% 119 -556 -0.55% Q3 2025 Nov 07, 2025
Vanguard Personalized Indexing Management, LLC History Reduced 97,615 5,826 0.06% 0.07% 120 -98 -0.1% Q3 2025 Oct 31, 2025
AQR CAPITAL MANAGEMENT LLC History Added to 96,980 5,788 0.0% 0.0% 121 +25,857 36.36% Q3 2025 Nov 14, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 96,182 5,711 0.01% 0.01% 122 +6,215 6.91% Q3 2025 Oct 29, 2025
TD PRIVATE CLIENT WEALTH LLC History Added to 95,612 5,707 0.13% 0.12% 123 +13,844 16.93% Q3 2025 Oct 27, 2025
Aventail Capital Group, LP History Reduced 95,137 5,678 0.26% 0.71% 124 -166,486 -63.64% Q3 2025 Nov 14, 2025
ABN AMRO INVESTMENT SOLUTIONS History No change 92,800 5,539 0.11% 0.11% 125 0 0.0% Q3 2025 Nov 07, 2025
AUGUSTINE ASSET MANAGEMENT INC History Reduced 91,339 5,452 1.1% 1.52% 126 -977 -1.06% Q3 2025 Oct 22, 2025
Kovitz Investment Group Partners, LLC History Reduced 91,052 5,437 0.02% 0.03% 127 -10,193 -10.07% Q3 2025 Nov 10, 2025
Walleye Capital LLC History Reduced 90,660 5,411 0.02% 0.03% 128 -39,570 -30.38% Q3 2025 Nov 14, 2025
HENNESSY ADVISORS INC History Reduced 90,600 5,407 0.19% 0.19% 129 -1,400 -1.52% Q3 2025 Oct 20, 2025
MERCER GLOBAL ADVISORS INC /ADV History Reduced 87,584 5,227 0.01% 0.01% 130 -11,757 -11.83% Q3 2025 Nov 14, 2025
Americana Partners, LLC History Reduced 86,365 5,155 0.16% 0.18% 131 -75 -0.09% Q3 2025 Oct 29, 2025
Moran Wealth Management, LLC History Reduced 85,582 5,108 0.15% 0.18% 132 -12,172 -12.45% Q3 2025 Oct 23, 2025
FRED ALGER MANAGEMENT, LLC History Reduced 80,239 4,855 0.02% 0.02% 133 -193 -0.24% Q3 2025 Nov 14, 2025
BLAIR WILLIAM & CO/IL History Added to 80,692 4,816 0.01% 0.01% 134 +5,465 7.26% Q3 2025 Nov 12, 2025
Forum Financial Management, LP History No change 79,459 4,742 0.06% 0.07% 135 0 0.0% Q3 2025 Oct 24, 2025
Gilman Hill Asset Management, LLC History Reduced 79,259 4,730 0.74% 0.84% 136 -4,000 -4.8% Q3 2025 Oct 15, 2025
Y-Intercept (Hong Kong) Ltd History Reduced 78,922 4,710 0.11% 0.18% 137 -43,605 -35.59% Q3 2025 Oct 31, 2025
Orion Porfolio Solutions, LLC History Added to 78,413 4,680 0.04% 0.04% 138 +6,451 8.96% Q3 2025 Nov 12, 2025
D.A. DAVIDSON & CO. History Reduced 77,910 4,650 0.03% 0.03% 139 -2,417 -3.01% Q3 2025 Oct 22, 2025
ZWJ INVESTMENT COUNSEL INC History Reduced 76,832 4,586 0.16% 0.19% 140 -4,310 -5.31% Q3 2025 Oct 15, 2025
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 75,570 4,510 0.07% 0.08% 141 -3,441 -4.36% Q3 2025 Oct 10, 2025
First Bank & Trust History Added to 75,412 4,501 0.76% 0.77% 142 +5,445 7.78% Q3 2025 Oct 10, 2025
Bleakley Financial Group, LLC History Added to 74,370 4,439 0.1% 0.1% 143 +8,248 12.47% Q3 2025 Nov 10, 2025
LOWE BROCKENBROUGH & CO INC History Added to 73,346 4,378 0.23% 0.24% 144 +3,167 4.51% Q3 2025 Nov 05, 2025
Clearbridge Investments, LLC History Reduced 73,128 4,364 0.0% 0.0% 145 -91 -0.12% Q3 2025 Nov 13, 2025
Capital World Investors History Added to 70,630 4,359 0.0% 0.0% 146 +1,025 1.47% Q3 2025 Nov 13, 2025
MILLENNIUM MANAGEMENT LLC History Reduced 72,868 4,349 0.0% 0.01% 147 -128,875 -63.88% Q3 2025 Nov 14, 2025
BOURGEON CAPITAL MANAGEMENT LLC History Reduced 71,382 4,260 0.77% 0.95% 148 -6,725 -8.61% Q3 2025 Oct 21, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 71,261 4,254 0.01% 0.01% 149 -3,748 -5.0% Q3 2025 Oct 22, 2025
Rathbones Group PLC History Reduced 70,143 4,186 0.02% 0.02% 150 -350 -0.5% Q3 2025 Nov 13, 2025
CIBC Asset Management Inc History Added to 69,919 4,173 0.01% 0.01% 151 +4,480 6.85% Q3 2025 Oct 31, 2025
NATIONAL BANK OF CANADA /FI/ History Reduced 68,274 4,073 0.0% 0.0% 152 -7,106 -9.43% Q3 2025 Nov 14, 2025
Envestnet Portfolio Solutions, Inc. History Added to 67,052 4,002 0.01% 0.01% 153 +3,154 4.94% Q3 2025 Oct 30, 2025
Barry Investment Advisors, LLC History Reduced 64,805 3,868 0.89% 0.99% 154 -231 -0.36% Q3 2025 Oct 22, 2025
Capital Wealth Planning, LLC History Added to 64,641 3,858 0.03% 0.02% 155 +26,832 70.97% Q3 2025 Nov 13, 2025
Advisors Asset Management, Inc. History Reduced 64,304 3,838 0.07% 0.07% 156 -293 -0.45% Q3 2025 Nov 06, 2025
Martin Capital Partners, LLC History Reduced 62,439 3,727 1.45% 1.53% 157 -1,325 -2.08% Q3 2025 Oct 06, 2025
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 59,553 3,606 0.3% 0.33% 158 -2,800 -4.49% Q3 2025 Oct 16, 2025
HANTZ FINANCIAL SERVICES, INC. History Added to 60,144 3,590 0.05% 0.05% 159 +14,078 30.56% Q3 2025 Nov 05, 2025
RITHOLTZ WEALTH MANAGEMENT History Reduced 59,949 3,578 0.07% 0.08% 160 -881 -1.45% Q3 2025 Oct 28, 2025
HRT FINANCIAL LP History Reduced 59,274 3,538 0.01% 0.04% 161 -81,883 -58.01% Q3 2025 Nov 14, 2025
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 59,190 3,533 0.05% 0.06% 162 -425 -0.71% Q3 2025 Nov 13, 2025
QUADRANT CAPITAL GROUP LLC History Reduced 57,405 3,426 0.11% 0.13% 163 -72 -0.13% Q3 2025 Nov 13, 2025
CHANNEL WEALTH LLC History Added to 55,999 3,342 0.89% 0.94% 164 +1,845 3.41% Q3 2025 Oct 07, 2025
Amova Asset Management Americas, Inc. History Reduced 53,758 3,208 0.03% 0.03% 165 -879 -1.61% Q3 2025 Nov 12, 2025
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 53,502 3,193 0.03% 0.04% 166 -4,580 -7.89% Q3 2025 Oct 14, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 53,351 3,184 0.04% 0.04% 168 +3,385 6.77% Q3 2025 Nov 06, 2025
FULTON BANK, N.A. History Added to 53,356 3,184 0.11% 0.12% 167 +2,153 4.2% Q3 2025 Oct 21, 2025
Aviso Financial Inc. History Added to 53,310 3,182 0.13% 0.14% 169 +3,610 7.26% Q3 2025 Nov 12, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 53,203 3,175 0.0% 0.0% 170 +1,981 3.87% Q3 2025 Nov 14, 2025
Callan Family Office, LLC History Reduced 52,280 3,120 0.1% 0.11% 171 -5,096 -8.88% Q3 2025 Nov 04, 2025
Ashton Thomas Private Wealth, LLC History Added to 50,767 3,080 0.08% 0.1% 172 +3,451 7.29% Q3 2025 Nov 04, 2025
Lighthouse Investment Partners, LLC History New 50,000 2,984 0.09% — 173 +50,000 New Q3 2025 Nov 14, 2025
CLOVERFIELDS CAPITAL GROUP, LP History Reduced 49,991 2,983 0.93% 1.12% 175 -11,271 -18.4% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Added to 49,986 2,983 0.03% 0.03% 174 +5,544 12.47% Q3 2025 Nov 13, 2025
Neuberger Berman Group LLC History Reduced 47,663 2,844 0.0% 0.0% 176 -2,927 -5.79% Q3 2025 Nov 12, 2025
BENJAMIN EDWARDS INC History Added to 45,765 2,731 0.03% 0.03% 177 +7,027 18.14% Q3 2025 Oct 23, 2025
Lesa Sroufe & Co History New 45,556 2,719 2.2% — 178 +45,556 New Q3 2025 Oct 23, 2025
Cardinal Capital Management History Added to 44,748 2,715 0.38% 0.4% 179 +789 1.79% Q3 2025 Oct 23, 2025
NewEdge Advisors, LLC History Added to 45,470 2,714 0.01% 0.01% 180 +3,906 9.4% Q3 2025 Nov 17, 2025
VAN ECK ASSOCIATES CORP History Added to 44,719 2,669 0.0% 0.0% 181 +9,145 25.71% Q3 2025 Nov 13, 2025
Hollow Brook Wealth Management LLC History Added to 44,007 2,626 0.62% 0.78% 182 +293 0.67% Q3 2025 Nov 14, 2025
Greenline Partners, LLC History No change 43,700 2,608 0.32% 0.36% 183 0 0.0% Q3 2025 Nov 17, 2025
BTC Capital Management, Inc. History Added to 43,269 2,582 0.18% 0.19% 184 +4,783 12.43% Q3 2025 Nov 06, 2025
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 42,082 2,511 0.29% 0.33% 185 -230 -0.54% Q3 2025 Nov 07, 2025
IEQ CAPITAL, LLC History Added to 41,990 2,506 0.01% 0.01% 186 +28,436 209.8% Q3 2025 Nov 14, 2025
Cambridge Investment Research Advisors, Inc. History Added to 41,670 2,487 0.01% 0.01% 187 +7,611 22.35% Q3 2025 Nov 12, 2025
Raleigh Capital Management Inc. History Added to 40,977 2,445 0.93% 0.91% 188 +5,522 15.57% Q3 2025 Nov 04, 2025
Axecap Investments, LLC History Reduced 40,938 2,443 1.51% 1.66% 189 -555 -1.34% Q3 2025 Oct 29, 2025
First Pacific Financial History Added to 40,673 2,427 0.34% 0.27% 190 +10,388 34.3% Q3 2025 Oct 21, 2025
Parallax Volatility Advisers, L.P. History Added to 40,000 2,387 0.0% 0.0% 191 +8,700 27.8% Q3 2025 Nov 14, 2025
NATIXIS History New 39,864 2,379 0.01% — 192 +39,864 New Q3 2025 Nov 14, 2025
PEAPACK GLADSTONE FINANCIAL CORP History Added to 39,696 2,369 0.03% 0.03% 193 +3,230 8.86% Q3 2025 Nov 14, 2025
Columbus Macro, LLC History Added to 39,503 2,357 0.27% 0.29% 194 +558 1.43% Q3 2025 Oct 16, 2025
Verdence Capital Advisors LLC History Added to 37,715 2,352 0.14% 0.14% 195 +3,698 10.87% Q3 2025 Oct 29, 2025
Princeton Global Asset Management LLC History Added to 38,764 2,313 0.38% 0.42% 196 +965 2.55% Q3 2025 Oct 09, 2025
Baird Financial Group, Inc. History Reduced 37,879 2,260 0.0% 0.0% 197 -537 -1.4% Q3 2025 Nov 13, 2025
PARK AVENUE SECURITIES LLC History Reduced 37,604 2,245 0.02% 0.02% 198 -1,481 -3.79% Q3 2025 Oct 23, 2025
SIGNATUREFD, LLC History Added to 37,580 2,243 0.04% 0.04% 199 +553 1.49% Q3 2025 Oct 21, 2025
LGT Group Foundation History Added to 36,242 2,191 0.03% 0.03% 200 +140 0.39% Q3 2025 Nov 13, 2025
Vident Advisory, LLC History New 36,029 2,150 0.02% — 201 +36,029 New Q3 2025 Nov 14, 2025
NewEdge Wealth, LLC History Added to 35,217 2,147 0.03% 0.02% 202 +9,298 35.87% Q3 2025 Nov 07, 2025
INTRUST BANK NA History Added to 35,525 2,120 0.18% 0.19% 203 +583 1.67% Q3 2025 Nov 10, 2025
DMKC Advisory Services, LLC History Added to 35,465 2,116 1.07% 1.09% 204 +1,817 5.4% Q3 2025 Oct 21, 2025
BARCLAYS PLC History Reduced 35,408 2,113 0.0% 0.01% 205 -669,271 -94.98% Q3 2025 Mar 31, 2026
Cyndeo Wealth Partners, LLC History Reduced 35,029 2,090 0.12% 0.13% 206 -96 -0.27% Q3 2025 Oct 10, 2025
Campbell & CO Investment Adviser LLC History Added to 35,005 2,089 0.16% 0.03% 207 +26,951 334.63% Q3 2025 Oct 28, 2025
FOSTER & MOTLEY INC History Reduced 34,451 2,056 0.11% 0.13% 208 -1,246 -3.49% Q3 2025 Oct 23, 2025
Old Port Advisors History Reduced 33,633 2,007 0.5% 0.66% 209 -5,551 -14.17% Q3 2025 Oct 06, 2025
Russell Investments Group, Ltd. History Added to 33,407 1,994 0.0% 0.0% 210 +9,133 37.62% Q3 2025 Nov 13, 2025
Vestmark Advisory Solutions, Inc. History Reduced 32,976 1,968 0.04% 0.05% 211 -26,448 -44.51% Q3 2025 Nov 10, 2025
Beacon Pointe Advisors, LLC History Reduced 32,883 1,962 0.02% 0.03% 212 -7,662 -18.9% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History New 31,400 1,874 0.0% — 213 +31,400 New Q3 2025 Nov 14, 2025
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 30,885 1,869 0.33% 0.33% 214 0 0.0% Q3 2025 Nov 13, 2025
LYNCH & ASSOCIATES/IN History Reduced 30,956 1,847 0.36% 0.38% 215 -90 -0.29% Q3 2025 Oct 07, 2025
LINCLUDEN MANAGEMENT LTD History Reduced 30,745 1,835 0.2% 0.21% 216 -189 -0.61% Q3 2025 Nov 14, 2025
Stolper Co History Added to 30,502 1,821 0.55% 0.58% 217 +1,758 6.12% Q3 2025 Oct 10, 2025
WEALTH ALLIANCE, LLC History Added to 30,372 1,812 0.19% 0.19% 218 +3,107 11.4% Q3 2025 Nov 07, 2025
RHUMBLINE ADVISERS History Reduced 28,370 1,693 0.0% 0.0% 219 -2,198 -7.19% Q3 2025 Nov 06, 2025
TrueMark Investments, LLC History Added to 28,259 1,686 0.29% 0.33% 220 +3,652 14.84% Q3 2025 Oct 30, 2025
Harvest Portfolios Group Inc. History Added to 28,210 1,683 0.03% 0.04% 221 +2,943 11.65% Q3 2025 Nov 12, 2025
Squarepoint Ops LLC History Added to 27,600 1,647 0.0% 0.0% 222 +600 2.22% Q3 2025 Nov 14, 2025
Abundance Wealth Counselors History Added to 27,379 1,634 0.28% 0.31% 223 +851 3.21% Q3 2025 Oct 22, 2025
Manske Wealth Management History Reduced 27,200 1,623 0.5% 0.56% 224 -250 -0.91% Q3 2025 Nov 12, 2025
LSV ASSET MANAGEMENT History Reduced 26,500 1,582 0.0% 0.0% 225 -600 -2.21% Q3 2025 Nov 06, 2025
Intellectus Partners, LLC History No change 25,992 1,577 0.31% 0.35% 226 0 0.0% Q3 2025 Nov 12, 2025
Moors & Cabot, Inc. History Reduced 26,132 1,559 0.07% 0.08% 227 -2,312 -8.13% Q3 2025 Nov 14, 2025
CHOREO, LLC History Added to 25,168 1,527 0.02% 0.02% 228 +1,252 5.23% Q3 2025 Nov 12, 2025
Sequoia Financial Advisors, LLC History Added to 25,568 1,526 0.01% 7.53% 229 +3,204 14.33% Q3 2025 Oct 29, 2025
Prospera Financial Services Inc History Added to 24,985 1,491 0.03% 0.03% 230 +754 3.11% Q3 2025 Nov 06, 2025
Arkadios Wealth Advisors History Added to 24,922 1,487 0.04% 0.03% 231 +5,719 29.78% Q3 2025 Oct 29, 2025
Dynasty Wealth Management, LLC History New 24,761 1,477 0.02% — 232 +24,761 New Q3 2025 Oct 29, 2025
FACTORY MUTUAL INSURANCE CO History New 24,550 1,465 0.01% — 233 +24,550 New Q3 2025 Nov 10, 2025
AE Wealth Management LLC History Added to 24,014 1,433 0.01% 0.01% 234 +2,556 11.91% Q3 2025 Nov 03, 2025
Leo Wealth, LLC History Reduced 23,673 1,413 0.18% 0.11% 235 -254 -1.06% Q3 2025 Nov 14, 2025
STEPHENS INC /AR/ History Reduced 23,565 1,406 0.02% 0.02% 236 -1,209 -4.88% Q3 2025 Oct 27, 2025
Nicholas Hoffman & Company, LLC. History Added to 23,517 1,403 0.03% 0.04% 237 +59 0.25% Q3 2025 Nov 12, 2025
Caprock Group, LLC History New 21,933 1,376 0.03% — 238 +21,933 New Q3 2025 Nov 06, 2025
HB Wealth Management, LLC History Added to 22,968 1,370 0.01% 0.01% 239 +5,291 29.93% Q3 2025 Oct 23, 2025
Hudson Portfolio Management LLC History Reduced 22,938 1,369 1.21% 1.33% 240 -300 -1.29% Q3 2025 Nov 14, 2025
Kestra Advisory Services, LLC History Reduced 22,858 1,364 0.01% 0.01% 241 -3,647 -13.76% Q3 2025 Nov 14, 2025
GUGGENHEIM CAPITAL LLC History Reduced 22,754 1,358 0.01% 0.01% 242 -908 -3.84% Q3 2025 Nov 13, 2025
Orca Wealth Management, LLC History Added to 22,588 1,348 1.02% 1.16% 243 +85 0.38% Q3 2025 Nov 13, 2025
Ipswich Investment Management Co., Inc. History No change 21,930 1,309 0.31% 0.32% 244 0 0.0% Q3 2025 Oct 08, 2025
Legacy Wealth Asset Management, LLC History Added to 21,104 1,259 0.31% 0.33% 245 +209 1.0% Q3 2025 Oct 14, 2025
Strengthening Families & Communities, LLC History New 20,479 1,256 0.28% — 246 +20,479 New Q3 2025 Nov 04, 2025
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 20,936 1,249 0.18% 0.19% 247 +1,340 6.84% Q3 2025 Oct 14, 2025
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 19,933 1,227 0.07% 0.07% 248 +976 5.15% Q3 2025 Nov 12, 2025
Waverly Advisors, LLC History Reduced 20,553 1,226 0.01% 0.02% 249 -1,865 -8.32% Q3 2025 Nov 14, 2025
Private Advisor Group, LLC History Reduced 20,496 1,223 0.01% 0.01% 250 -2,755 -11.85% Q3 2025 Nov 13, 2025
ALBERT D MASON INC History Added to 20,450 1,220 0.79% 0.85% 251 +1,225 6.37% Q3 2025 Oct 15, 2025
Private Capital Management, LLC History Added to 19,964 1,191 0.11% 0.11% 252 +800 4.17% Q3 2025 Nov 14, 2025
MARCO INVESTMENT MANAGEMENT LLC History No change 19,559 1,167 0.09% 0.1% 253 0 0.0% Q3 2025 Nov 04, 2025
Brooklyn Investment Group History Reduced 18,775 1,154 0.16% 0.15% 254 -35 -0.19% Q3 2025 Nov 14, 2025
Venturi Wealth Management, LLC History Added to 18,944 1,130 0.05% 0.06% 255 +445 2.41% Q3 2025 Oct 23, 2025
R Squared Ltd History Added to 18,743 1,118 0.48% 0.16% 257 +13,987 294.09% Q3 2025 Nov 12, 2025
Gradient Investments LLC History Added to 18,731 1,118 0.02% 0.01% 256 +7,693 69.7% Q3 2025 Oct 06, 2025
AssuredPartners Investment Advisors, LLC History Reduced 18,733 1,118 0.25% 0.28% 258 -100 -0.53% Q3 2025 Oct 06, 2025
Snowden Capital Advisors LLC History Reduced 17,997 1,092 0.03% 0.04% 259 -2,134 -10.6% Q3 2025 Nov 14, 2025
PINNACLE ASSOCIATES LTD History Reduced 18,090 1,079 0.01% 0.02% 260 -4,420 -19.64% Q3 2025 Nov 13, 2025
DAYMARK WEALTH PARTNERS, LLC History Added to 17,914 1,069 0.04% 0.04% 262 +1,931 12.08% Q3 2025 Oct 22, 2025
THOMPSON SIEGEL & WALMSLEY LLC History No change 17,901 1,069 0.02% 0.02% 261 0 0.0% Q3 2025 Nov 12, 2025
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 17,900 1,068 0.0% 0.0% 263 -2,548 -12.46% Q3 2025 Nov 03, 2025
Perpetual Ltd History No change 17,901 1,068 0.01% 0.01% 264 0 0.0% Q3 2025 Oct 10, 2025
Integrated Quantitative Investments LLC History No change 17,900 1,068 0.3% 0.32% 265 0 0.0% Q3 2025 Nov 12, 2025
VERUS CAPITAL PARTNERS, LLC History Added to 17,869 1,066 0.08% 0.07% 266 +3,370 23.24% Q3 2025 Nov 10, 2025
Vise Technologies, Inc. History Reduced 17,874 1,066 0.04% 0.05% 267 -1,479 -7.64% Q3 2025 Nov 13, 2025
Investment Research Partners LLC History New 17,093 1,063 0.48% — 268 +17,093 New Q3 2025 Dec 01, 2025
Merit Financial Group, LLC History Added to 17,763 1,060 0.01% 0.01% 269 +1,658 10.29% Q3 2025 Nov 07, 2025
HANCOCK WHITNEY CORP History Added to 17,579 1,049 0.02% 0.02% 270 +261 1.51% Q3 2025 Nov 17, 2025
Compound Planning, Inc. History Added to 17,204 1,026 0.03% 0.03% 271 +2,177 14.49% Q3 2025 Nov 10, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 16,764 1,000 0.01% 0.02% 272 -1,498 -8.2% Q3 2025 Nov 17, 2025
Checchi Capital Advisers, LLC History Reduced 16,744 999 0.05% 0.06% 274 -207 -1.22% Q3 2025 Nov 05, 2025
FIRST NATIONAL TRUST CO History No change 16,750 999 0.03% 0.04% 273 0 0.0% Q3 2025 Nov 06, 2025
Stratos Wealth Partners, LTD. History Added to 16,723 998 0.01% 0.01% 275 +7,033 72.58% Q3 2025 Nov 06, 2025
Steward Partners Investment Advisory, LLC History Reduced 16,719 997 0.01% 0.01% 276 -683 -3.92% Q3 2025 Nov 12, 2025
AlphaCore Capital LLC History Added to 16,292 988 0.03% 0.01% 277 +11,355 230.0% Q3 2025 Nov 12, 2025
BAILARD, INC. History Reduced 16,262 970 0.02% 0.03% 278 -1,576 -8.84% Q3 2025 Oct 30, 2025
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 15,942 951 0.01% 0.01% 279 +404 2.6% Q3 2025 Nov 14, 2025
CENTRAL TRUST Co History Reduced 15,928 950 0.02% 0.02% 280 -111 -0.69% Q3 2025 Nov 06, 2025
FIDUCIARY TRUST CO History Reduced 15,895 948 0.01% 0.02% 281 -5,969 -27.3% Q3 2025 Nov 14, 2025
Mayflower Financial Advisors, LLC History Added to 15,834 945 0.12% 0.12% 282 +1,334 9.2% Q3 2025 Oct 17, 2025
Ascent Group, LLC History Added to 15,710 937 0.03% 0.04% 283 +1,060 7.24% Q3 2025 Oct 20, 2025
Integrated Wealth Concepts LLC History Reduced 15,587 930 0.01% 0.01% 284 -577 -3.57% Q3 2025 Nov 14, 2025
Recurrent Investment Advisors LLC History No change 15,038 897 0.07% 0.07% 285 0 0.0% Q3 2025 Nov 13, 2025
Perigon Wealth Management, LLC History Reduced 15,011 896 0.02% 0.02% 286 -465 -3.0% Q3 2025 Oct 17, 2025
U S GLOBAL INVESTORS INC History No change 15,000 895 0.1% 0.11% 287 0 0.0% Q3 2025 Oct 21, 2025
Hilltop Holdings Inc. History Added to 14,569 869 0.05% 0.04% 288 +4,362 42.74% Q3 2025 Nov 14, 2025
CERTUITY, LLC History Reduced 14,382 858 0.06% 0.08% 289 -91 -0.63% Q3 2025 Nov 13, 2025
NBC SECURITIES, INC. History Added to 14,369 857 0.07% 0.07% 290 +772 5.68% Q3 2025 Nov 14, 2025
Ballentine Partners, LLC History Reduced 14,355 856 0.01% 0.02% 291 -2,153 -13.04% Q3 2025 Nov 03, 2025
Kingsview Wealth Management, LLC History Added to 14,295 853 0.01% 0.01% 292 +1,511 11.82% Q3 2025 Nov 12, 2025
TD Waterhouse Canada Inc. History Added to 14,056 849 0.01% 0.01% 293 +839 6.35% Q3 2025 Nov 03, 2025
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 14,201 847 0.01% 0.01% 294 +1,506 11.86% Q3 2025 Oct 14, 2025
Jain Global LLC History Added to 13,988 834 0.0% 0.0% 295 +10,209 270.15% Q3 2025 Nov 14, 2025
FIFTH THIRD BANCORP History Reduced 13,936 831 0.0% 0.0% 296 -2,309 -14.21% Q3 2025 Nov 07, 2025
GREENLEAF TRUST History Added to 13,897 829 0.01% 0.01% 297 +189 1.38% Q3 2025 Oct 22, 2025
MILLER HOWARD INVESTMENTS INC /NY History Reduced 13,738 820 0.03% 1.55% 298 -782,679 -98.28% Q3 2025 Oct 24, 2025
Code Waechter LLC History Reduced 14,053 820 0.54% 0.64% 299 -655 -4.45% Q3 2025 Oct 22, 2025
SAGESPRING WEALTH PARTNERS, LLC History Reduced 13,669 815 0.02% 0.02% 300 -1,071 -7.27% Q3 2025 Oct 31, 2025
Lantz Financial LLC History Added to 13,439 802 0.18% 0.19% 301 +815 6.46% Q3 2025 Nov 06, 2025
Evelyn Partners Investment Management LLP History Reduced 13,432 801 0.02% 0.03% 302 -200 -1.47% Q3 2025 Nov 14, 2025
WCG Wealth Advisors LLC History Added to 13,109 782 0.05% 0.05% 303 +1,286 10.88% Q3 2025 Nov 13, 2025
Hartford Funds Management Co LLC History Reduced 12,879 768 0.07% 0.08% 304 -2,159 -14.36% Q3 2025 Nov 13, 2025
Baader Bank Aktiengesellschaft History Added to 14,496 762 0.05% 0.05% 305 +4,002 38.14% Q3 2025 Nov 06, 2025
17 CAPITAL PARTNERS, LLC History New 12,731 759 0.41% — 306 +12,731 New Q3 2025 Nov 14, 2025
Investors Research Corp History No change 12,692 757 0.14% 0.15% 307 0 0.0% Q3 2025 Oct 02, 2025
Persium Advisors, LLC History Added to 12,630 753 0.56% 0.6% 308 +886 7.54% Q3 2025 Oct 17, 2025
FOUNDERS FINANCIAL SECURITIES LLC History Added to 12,584 751 0.05% 0.05% 309 +811 6.89% Q3 2025 Oct 15, 2025
Intrua Financial, LLC History Added to 12,545 748 0.08% 0.1% 310 +262 2.13% Q3 2025 Oct 29, 2025
Smartleaf Asset Management LLC History Added to 12,054 743 0.05% 0.05% 311 +3,033 33.62% Q3 2025 Nov 05, 2025
TRED AVON FAMILY WEALTH, LLC History New 12,190 727 0.25% — 312 +12,190 New Q3 2025 Oct 29, 2025
Federation des caisses Desjardins du Quebec History Added to 12,160 725 0.0% 0.0% 313 +2,007 19.77% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Added to 12,145 724 0.01% 0.01% 314 +11,207 1194.78% Q3 2025 Nov 14, 2025
GC Wealth Management RIA, LLC History Added to 12,109 722 0.02% 0.02% 315 +7,927 189.55% Q3 2025 Nov 13, 2025
HEADINVEST, LLC History No change 12,000 716 0.15% 0.16% 316 0 0.0% Q3 2025 Nov 14, 2025
Park Place Capital Corp History Added to 11,936 712 0.15% 0.14% 317 +2,160 22.09% Q3 2025 Oct 22, 2025
Phillips Wealth Planners LLC History Added to 11,897 711 0.59% 0.66% 318 +120 1.02% Q3 2025 Nov 07, 2025
Mutual Advisors, LLC History Added to 11,250 704 0.02% 0.02% 319 +959 9.32% Q3 2025 Nov 04, 2025
Independent Advisor Alliance History Reduced 11,742 700 0.02% 0.02% 320 -456 -3.74% Q3 2025 Nov 04, 2025
FLOW TRADERS U.S. LLC History New 11,668 696 0.03% — 321 +11,668 New Q3 2025 Nov 14, 2025
Plan A Wealth LLC History Added to 11,628 694 0.35% 0.38% 322 +830 7.69% Q3 2025 Nov 06, 2025
COURIER CAPITAL LLC History No change 11,616 693 0.04% 0.04% 323 0 0.0% Q3 2025 Oct 29, 2025
Engineers Gate Manager LP History Reduced 11,532 688 0.01% 0.01% 324 -711 -5.81% Q3 2025 Nov 14, 2025
Blue Trust, Inc. History Added to 11,361 678 0.01% 0.01% 325 +435 3.98% Q3 2025 Oct 16, 2025
Abel Hall, LLC History Added to 11,319 675 0.27% 0.3% 326 +819 7.8% Q3 2025 Nov 17, 2025
Beverly Hills Private Wealth, LLC History Reduced 11,107 662 0.12% 0.13% 327 -65 -0.58% Q3 2025 Nov 10, 2025
HighPoint Advisor Group LLC History Added to 11,081 661 0.03% 0.03% 328 +748 7.24% Q3 2025 Nov 05, 2025
PROFUND ADVISORS LLC History Reduced 10,957 654 0.02% 0.03% 329 -2,690 -19.71% Q3 2025 Nov 06, 2025
Linden Thomas Advisory Services, LLC History Added to 10,720 639 0.06% 0.07% 330 +814 8.22% Q3 2025 Nov 06, 2025
LVW Advisors, LLC History Reduced 10,643 635 0.06% 0.08% 331 -605 -5.38% Q3 2025 Oct 20, 2025
Robertson Stephens Wealth Management, LLC History Added to 10,378 629 0.02% 0.02% 332 +2,030 24.32% Q3 2025 Nov 12, 2025
Aaron Wealth Advisors LLC History Reduced 10,489 626 0.04% 0.08% 333 -2,558 -19.61% Q3 2025 Oct 03, 2025
Independent Solutions Wealth Management, LLC History Reduced 10,468 624 0.11% 0.13% 334 -317 -2.94% Q3 2025 Oct 23, 2025
Hennion & Walsh Asset Management, Inc. History Reduced 10,440 623 0.02% 0.03% 335 -98 -0.93% Q3 2025 Oct 22, 2025
Valeo Financial Advisors, LLC History Added to 10,427 622 0.01% 0.02% 337 +193 1.89% Q3 2025 Nov 03, 2025
Aull & Monroe Investment Management Corp History Reduced 10,423 622 0.32% 0.35% 336 -142 -1.34% Q3 2025 Nov 13, 2025
Rehmann Capital Advisory Group History New 10,424 619 0.03% — 338 +10,424 New Q3 2025 Nov 13, 2025
First County Bank /CT/ History Reduced 10,360 618 0.32% 0.37% 339 -761 -6.84% Q3 2025 Oct 08, 2025
Aptus Capital Advisors, LLC History New 10,223 616 0.0% — 341 +10,223 New Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Reduced 10,332 616 0.01% 0.01% 340 -1,847 -15.17% Q3 2025 Nov 18, 2025
MGO ONE SEVEN LLC History Added to 10,273 613 0.01% 0.02% 342 +203 2.02% Q3 2025 Oct 24, 2025
DRIVE WEALTH MANAGEMENT, LLC History Added to 9,970 604 0.13% 0.13% 343 +325 3.37% Q3 2025 Oct 31, 2025
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 10,109 603 0.0% 0.0% 344 -1,508 -12.98% Q3 2025 Nov 04, 2025
Legacy Capital Group California, Inc. History Reduced 10,018 597 0.15% 0.19% 345 -1,429 -12.48% Q3 2025 Nov 12, 2025
EPG Wealth Management LLC History Added to 9,987 596 0.16% 0.17% 347 +1,014 11.3% Q3 2025 Nov 03, 2025
PARK CIRCLE Co History No change 10,000 596 0.5% 0.52% 346 0 0.0% Q3 2025 Nov 07, 2025
Argyle Capital Management, LLC History No change 9,800 584 0.2% 0.22% 348 0 0.0% Q3 2025 Oct 27, 2025
MISSION WEALTH MANAGEMENT, LP History Reduced 9,719 580 0.01% 0.01% 349 -32 -0.33% Q3 2025 Nov 04, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 9,522 577 0.04% 0.07% 350 -4,857 -33.78% Q3 2025 Nov 14, 2025
MOODY NATIONAL BANK TRUST DIVISION History Reduced 9,664 576 0.05% 0.05% 351 -40 -0.41% Q3 2025 Oct 06, 2025
Joel Isaacson & Co., LLC History Added to 9,625 574 0.02% 0.01% 352 +4,548 89.58% Q3 2025 Oct 30, 2025
Argent Trust Co History Added to 9,576 571 0.02% 0.02% 353 +106 1.12% Q3 2025 Nov 12, 2025
Versant Capital Management, Inc History Reduced 9,530 568 0.08% 0.1% 354 -848 -8.17% Q3 2025 Oct 27, 2025
BROWN ADVISORY INC History Reduced 9,509 567 0.0% 0.0% 355 -4,964 -34.3% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History New 9,431 562 0.08% — 357 +9,431 New Q3 2025 Nov 10, 2025
Summit Trail Advisors, LLC History Added to 9,272 562 0.01% 0.01% 356 +715 8.36% Q3 2025 Nov 14, 2025
Modera Wealth Management, LLC History Added to 9,363 558 0.01% 0.0% 358 +3,124 50.07% Q3 2025 Oct 31, 2025
Gallacher Capital Management LLC History Added to 9,321 556 0.22% 0.2% 360 +2,438 35.42% Q3 2025 Nov 05, 2025
Bridgefront Capital, LLC History Reduced 9,321 556 0.16% 0.18% 359 -1,481 -13.71% Q3 2025 Nov 14, 2025
MONETARY MANAGEMENT GROUP INC History Reduced 9,250 552 0.13% 0.15% 361 -375 -3.9% Q3 2025 Nov 12, 2025
PFG Investments, LLC History Reduced 9,126 544 0.03% 0.03% 362 -189 -2.03% Q3 2025 Oct 31, 2025
Lido Advisors, LLC History Added to 8,867 538 0.0% 0.0% 363 +701 8.58% Q3 2025 Nov 14, 2025
Crumly & Associates Inc. History Reduced 8,956 534 0.12% 0.14% 364 -195 -2.13% Q3 2025 Nov 03, 2025
Frank, Rimerman Advisors LLC History Added to 8,880 530 0.03% 0.04% 365 +202 2.33% Q3 2025 Nov 04, 2025
one8zero8, LLC History No change 8,800 525 0.11% 0.13% 366 0 0.0% Q3 2025 Nov 03, 2025
U.S. Capital Wealth Advisors, LLC History Added to 8,747 522 0.01% 0.01% 369 +758 9.49% Q3 2025 Oct 09, 2025
Baker Ellis Asset Management LLC History Reduced 8,753 522 0.06% 0.08% 367 -247 -2.74% Q3 2025 Oct 23, 2025
Legacy Capital Wealth Partners, LLC History Reduced 8,755 522 0.11% 0.12% 368 -52 -0.59% Q3 2025 Nov 13, 2025
Dorsey & Whitney Trust CO LLC History Reduced 8,642 515 0.03% 0.03% 370 -456 -5.01% Q3 2025 Nov 13, 2025
SIH Partners, LLLP History No change 8,599 513 0.01% 0.02% 371 0 0.0% Q3 2025 Nov 14, 2025
Prime Capital Investment Advisors, LLC History Added to 8,513 508 0.01% 0.01% 372 +117 1.39% Q3 2025 Nov 05, 2025
SkyView Investment Advisors, LLC History Added to 8,471 506 0.06% 0.07% 373 +417 5.18% Q3 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 8,317 496 0.01% 0.01% 374 +446 5.67% Q3 2025 Oct 27, 2025
Quantessence Capital LLC History New 8,305 495 0.16% — 375 +8,305 New Q3 2025 Nov 14, 2025
Qtron Investments LLC History Reduced 8,224 490 0.06% 0.18% 377 -15,275 -65.0% Q3 2025 Nov 14, 2025
Lester Murray Antman dba SimplyRich History Added to 8,224 490 0.13% 0.13% 376 +686 9.1% Q3 2025 Oct 10, 2025
Tower Research Capital LLC (TRC) History Reduced 8,201 489 0.01% 0.02% 378 -5,373 -39.58% Q3 2025 Nov 14, 2025
Geneos Wealth Management Inc. History Reduced 8,176 488 0.01% 0.02% 379 -2,343 -22.27% Q3 2025 Oct 22, 2025
Parallel Advisors, LLC History Reduced 8,037 479 0.01% 0.01% 380 -288 -3.46% Q3 2025 Nov 13, 2025
VISION FINANCIAL MARKETS LLC History New 8,000 477 0.41% — 381 +8,000 New Q3 2025 Nov 06, 2025
Hendershot Investments Inc. History No change 7,945 474 0.06% 0.07% 382 0 0.0% Q3 2025 Nov 12, 2025
Virtu Financial LLC History New 7,827 467 0.03% — 385 +7,827 New Q3 2025 Nov 14, 2025
J.W. COLE ADVISORS, INC. History Added to 7,825 467 0.01% 0.01% 384 +565 7.78% Q3 2025 Nov 05, 2025
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 7,836 467 0.01% 0.01% 383 -184 -2.29% Q3 2025 Nov 05, 2025
Farther Finance Advisors, LLC History Reduced 7,822 466 0.01% 0.02% 387 -5,745 -42.35% Q3 2025 Oct 14, 2025
EverSource Wealth Advisors, LLC History Reduced 7,814 466 0.02% 0.02% 386 -879 -10.11% Q3 2025 Nov 10, 2025
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 7,803 465 0.01% 0.01% 388 -1 -0.01% Q3 2025 Oct 17, 2025
Aries Wealth Management History Reduced 7,664 457 0.11% 0.13% 389 -158 -2.02% Q3 2025 Nov 10, 2025
Calydon Capital History Reduced 7,641 456 0.07% 0.13% 392 -13,152 -63.25% Q3 2025 Nov 14, 2025
SENTINEL TRUST CO LBA History Reduced 7,645 456 0.05% 0.09% 390 -6,155 -44.6% Q3 2025 Nov 04, 2025
MILLER VALUE PARTNERS, LLC History No change 7,650 456 0.17% 0.2% 391 0 0.0% Q3 2025 Nov 14, 2025
Cohen Investment Advisors LLC History Added to 7,524 449 0.22% 0.22% 393 +674 9.84% Q3 2025 Oct 14, 2025
Sunpointe, LLC History Added to 7,317 444 0.16% 0.17% 394 +530 7.81% Q3 2025 Nov 12, 2025
World Investment Advisors History Added to 7,418 442 0.01% 0.01% 395 +249 3.47% Q3 2025 Oct 15, 2025
Sigma Planning Corp History Reduced 7,306 437 0.01% 0.01% 396 -26 -0.35% Q3 2025 Nov 10, 2025
Equitable Holdings, Inc. History Added to 7,260 433 0.0% 0.0% 397 +909 14.31% Q3 2025 Nov 14, 2025
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 7,253 432 0.01% 0.02% 398 -5,059 -41.09% Q3 2025 Oct 31, 2025
LOUISBOURG INVESTMENTS INC. History No change 7,240 432 0.09% 0.1% 399 0 0.0% Q3 2025 Oct 09, 2025
PDS Planning, Inc History Reduced 7,154 427 0.03% 0.03% 400 -181 -2.47% Q3 2025 Oct 21, 2025
CIBC Private Wealth Group LLC History Added to 7,140 426 0.0% 0.0% 401 +3,141 78.54% Q3 2025 Nov 24, 2025
Henry James International Management Inc. History Reduced 7,144 426 0.13% 0.2% 402 -2,779 -28.01% Q3 2025 Oct 27, 2025
BANQUE PICTET & CIE SA History No change 7,119 424 0.0% 0.0% 403 0 0.0% Q3 2025 Oct 21, 2025
IHT Wealth Management, LLC History Added to 7,102 423 0.01% 0.01% 404 +422 6.32% Q3 2025 Nov 14, 2025
Keel Point, LLC History Reduced 7,080 422 0.03% 0.03% 405 -105 -1.46% Q3 2025 Dec 16, 2025
OLD NATIONAL BANCORP /IN/ History Reduced 7,013 418 0.01% 0.01% 406 -522 -6.93% Q3 2025 Oct 14, 2025
SAGE RHINO CAPITAL LLC History Reduced 7,004 418 0.08% 0.09% 407 -171 -2.38% Q3 2025 Oct 31, 2025
FIRST INTERSTATE BANK History New 7,000 417 0.02% — 408 +7,000 New Q3 2025 Oct 29, 2025
MONECO Advisors, LLC History Reduced 6,986 416 0.03% 0.04% 409 -65 -0.92% Q3 2025 Nov 05, 2025
GENESIS PRIVATE WEALTH, LLC History Added to 6,966 415 0.17% 0.19% 410 +434 6.64% Q3 2025 Oct 08, 2025
PRINCIPAL SECURITIES, INC. History Added to 6,945 414 0.01% 0.01% 411 +804 13.09% Q3 2025 Nov 12, 2025
DEUTSCHE BANK AG\ History Added to 6,930 413 0.0% 0.0% 412 +317 4.79% Q3 2025 Nov 13, 2025
FDx Advisors, Inc. History Added to 6,536 407 0.12% 0.11% 413 +608 10.26% Q3 2025 Nov 04, 2025
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 6,803 406 0.12% 0.12% 414 +508 8.07% Q3 2025 Oct 23, 2025
BOS Asset Management, LLC History Reduced 6,788 405 0.11% 0.15% 415 -642 -8.64% Q3 2025 Oct 21, 2025
Global Assets Advisory, LLC History Added to 6,748 402 0.12% 0.04% 416 +1,717 34.13% Q3 2025 Oct 31, 2025
GAMMA Investing LLC History Added to 6,676 398 0.02% 0.02% 417 +2,158 47.76% Q3 2025 Oct 02, 2025
HM PAYSON & CO History Added to 6,492 387 0.01% 0.01% 418 +527 8.83% Q3 2025 Oct 17, 2025
Douglass Winthrop Advisors, LLC History No change 6,400 382 0.01% 0.01% 419 0 0.0% Q3 2025 Nov 13, 2025
ATLANTIC FAMILY WEALTH, LLC History Added to 6,379 380 0.29% 0.31% 420 +483 8.19% Q3 2025 Nov 06, 2025
B. Riley Wealth Advisors, Inc. History Added to 6,330 377 0.02% 0.02% 421 +335 5.59% Q3 2025 Oct 31, 2025
Ethic Inc. History Added to 6,321 377 0.01% 0.01% 422 +155 2.51% Q3 2025 Oct 17, 2025
Kathmere Capital Management, LLC History Added to 6,303 376 0.03% 0.02% 423 +1,087 20.84% Q3 2025 Oct 22, 2025
Procyon Advisors, LLC History Reduced 6,246 372 0.02% 0.05% 424 -2,669 -29.94% Q3 2025 Oct 28, 2025
AdvisorNet Financial, Inc History Added to 6,225 371 0.02% 0.02% 425 +868 16.2% Q3 2025 Oct 09, 2025
J2 Capital Management Inc History Reduced 6,229 371 0.28% 0.31% 426 -40 -0.64% Q3 2025 Oct 14, 2025
Clear Creek Financial Management, LLC History No change 6,184 369 0.03% 0.04% 427 0 0.0% Q3 2025 Nov 10, 2025
Hardy Reed LLC History Added to 6,176 368 0.03% 0.03% 429 +641 11.58% Q3 2025 Nov 07, 2025
180 WEALTH ADVISORS, LLC History Added to 6,174 368 0.04% 0.05% 428 +247 4.17% Q3 2025 Oct 16, 2025
Resonant Capital Advisors, LLC History Added to 6,061 367 0.02% 0.02% 430 +946 18.49% Q3 2025 Oct 29, 2025
REGIONS FINANCIAL CORP History Added to 6,084 363 0.0% 0.0% 431 +976 19.11% Q3 2025 Nov 19, 2025
OPPENHEIMER & CO INC History Reduced 6,059 361 0.0% 0.01% 432 -10,355 -63.09% Q3 2025 Nov 06, 2025
HSBC HOLDINGS PLC History Reduced 6,041 360 0.0% 0.0% 433 -804 -11.75% Q3 2025 Nov 13, 2025
LEUTHOLD GROUP, LLC History No change 5,982 357 0.04% 0.04% 434 0 0.0% Q3 2025 Nov 06, 2025
INSIGNEO ADVISORY SERVICES, LLC History Added to 5,980 356 0.02% 0.03% 436 +199 3.44% Q3 2025 Nov 12, 2025
Wedmont Private Capital History Added to 5,997 356 0.01% 0.02% 435 +94 1.59% Q3 2025 Oct 08, 2025
Strategic Global Advisors, LLC History Added to 5,921 353 0.05% 0.05% 437 +486 8.94% Q3 2025 Nov 14, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,893 351 0.01% 0.0% 438 +2,387 68.08% Q3 2025 Nov 10, 2025
SYON CAPITAL LLC History Added to 5,840 348 0.02% 0.02% 440 +1,523 35.28% Q3 2025 Nov 07, 2025
Avantax Planning Partners, Inc. History Reduced 5,836 348 0.01% 0.01% 439 -416 -6.65% Q3 2025 Oct 31, 2025
Clarius Group, LLC History Reduced 5,807 346 0.02% 0.03% 441 -2,796 -32.5% Q3 2025 Oct 14, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 5,778 344 0.0% 0.01% 443 +369 6.82% Q3 2025 Nov 19, 2025
HUNTINGTON NATIONAL BANK History Reduced 5,774 344 0.0% 0.0% 442 -178 -2.99% Q3 2025 Nov 12, 2025
WoodTrust Financial Corp History Reduced 5,750 343 0.04% 0.05% 444 -125 -2.13% Q3 2025 Oct 28, 2025
Renasant Bank History Added to 5,681 339 0.22% 0.18% 445 +1,234 27.75% Q3 2025 Nov 05, 2025
Transamerica Financial Advisors, LLC History Added to 5,613 336 0.03% 0.03% 446 +1,052 23.07% Q3 2025 Nov 14, 2025
Northstar Financial Companies, Inc. History New 5,585 333 0.31% — 448 +5,585 New Q3 2025 Nov 12, 2025
Triad Wealth Partners, LLC History New 5,583 333 0.04% — 447 +5,583 New Q3 2025 Oct 30, 2025
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 5,568 332 0.0% 0.0% 449 -3,368 -37.69% Q3 2025 Nov 04, 2025
1620 INVESTMENT ADVISORS, INC. History Added to 5,572 332 0.23% 0.24% 450 +76 1.38% Q3 2025 Oct 07, 2025
GeoWealth Management, LLC History Added to 5,544 330 0.01% 0.01% 451 +280 5.32% Q3 2025 Nov 13, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 5,329 329 0.03% — 454 +5,329 New Q3 2025 Oct 31, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 5,515 329 0.0% 0.01% 452 -90 -1.61% Q3 2025 Nov 03, 2025
Summit Financial, LLC History Reduced 5,523 329 0.01% 0.01% 453 -8 -0.14% Q3 2025 Nov 14, 2025
HBK Sorce Advisory LLC History Added to 5,399 326 0.01% 0.01% 455 +780 16.89% Q3 2025 Oct 16, 2025
BESSEMER GROUP INC History Added to 5,386 321 0.0% 0.0% 456 +552 11.42% Q3 2025 Nov 05, 2025
FSM Wealth Advisors, LLC History Reduced 5,299 316 0.04% 0.06% 459 -736 -12.2% Q3 2025 Oct 17, 2025
Global Retirement Partners, LLC History Added to 5,305 316 0.01% 0.01% 458 +282 5.61% Q3 2025 Oct 21, 2025
CAHILL FINANCIAL ADVISORS INC History No change 5,309 316 0.04% 0.04% 457 0 0.0% Q3 2025 Nov 03, 2025
Jump Financial, LLC History Added to 5,268 314 0.0% 0.0% 460 +1,888 55.86% Q3 2025 Nov 13, 2025
Summit Global Investments History New 5,236 313 0.02% — 462 +5,236 New Q3 2025 Nov 03, 2025
SCOTIA CAPITAL INC. History Added to 5,253 313 0.0% 0.0% 461 +453 9.44% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Added to 5,137 306 0.02% 0.01% 464 +2,365 85.32% Q3 2025 Nov 06, 2025
May Hill Capital, LLC History Added to 5,133 306 0.09% 0.1% 465 +365 7.66% Q3 2025 Nov 07, 2025
Aprio Wealth Management, LLC History Added to 5,142 306 0.03% 0.03% 463 +302 6.24% Q3 2025 Nov 12, 2025
Sovran Advisors, LLC History Added to 4,962 305 0.03% 0.03% 467 +745 17.67% Q3 2025 Oct 31, 2025
Sivia Capital Partners, LLC History Reduced 5,122 305 0.09% 0.11% 466 -14 -0.27% Q3 2025 Oct 20, 2025
BayBridge Capital Group, LLC History Added to 5,101 304 0.19% 0.16% 468 +1,145 28.94% Q3 2025 Oct 15, 2025
Spire Wealth Management History Reduced 5,079 303 0.01% 0.01% 469 -265 -4.96% Q3 2025 Oct 23, 2025
Concorde Asset Management, LLC History New 5,070 302 0.13% — 470 +5,070 New Q3 2025 Nov 14, 2025
ABNER HERRMAN & BROCK LLC History New 5,000 298 0.03% — 471 +5,000 New Q3 2025 Oct 14, 2025
MAI Capital Management History Reduced 4,994 298 0.0% 0.0% 472 -1,287 -20.49% Q3 2025 Nov 10, 2025
Trust Point Inc. History New 4,986 297 0.02% — 474 +4,986 New Q3 2025 Oct 10, 2025
CARY STREET PARTNERS FINANCIAL LLC History Reduced 4,980 297 0.01% 0.02% 473 -3,959 -44.29% Q3 2025 Nov 10, 2025
Simplicity Wealth,LLC History Reduced 4,965 296 0.02% 0.02% 475 -3,845 -43.64% Q3 2025 Oct 30, 2025
Evergreen Wealth Solutions, LLC History Added to 4,953 295 0.17% 0.15% 477 +856 20.89% Q3 2025 Nov 14, 2025
Gladstone Institutional Advisory LLC History Reduced 4,958 295 0.01% 0.01% 476 -407 -7.59% Q3 2025 Oct 22, 2025
Cordatus Wealth Management LLC History Added to 4,909 292 0.07% 0.07% 480 +33 0.68% Q3 2025 Oct 22, 2025
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 4,893 292 0.0% 0.0% 478 0 0.0% Q3 2025 Oct 17, 2025
SOMERVILLE KURT F History No change 4,900 292 0.05% 0.05% 479 0 0.0% Q3 2025 Nov 10, 2025
Symphony Financial, Ltd. Co. History New 4,852 291 0.04% — 481 +4,852 New Q3 2025 Oct 31, 2025
FIDELIS CAPITAL PARTNERS, LLC History Added to 4,888 291 0.02% 0.03% 482 +56 1.16% Q3 2025 Nov 03, 2025
PRIVATE TRUST CO NA History Added to 4,799 286 0.03% 0.02% 483 +797 19.92% Q3 2025 Oct 15, 2025
NEW WAVE WEALTH ADVISORS LLC History No change 4,520 281 0.11% 0.12% 484 0 0.0% Q3 2025 Oct 30, 2025
EVERPAR ADVISORS LLC History Reduced 4,691 280 0.11% 0.15% 485 -813 -14.77% Q3 2025 Oct 17, 2025
Blue Barn Wealth, LLC History Added to 4,688 279 0.12% 0.13% 486 +336 7.72% Q3 2025 Nov 14, 2025
WRAPMANAGER INC History Reduced 4,661 278 0.09% 0.09% 487 -1,660 -26.26% Q3 2025 Nov 10, 2025
WEDBUSH SECURITIES INC History Added to 4,552 272 0.01% 0.01% 488 +973 27.19% Q3 2025 Nov 06, 2025
Faithward Advisors, LLC History Reduced 4,554 271 0.04% 0.04% 489 -37 -0.81% Q3 2025 Nov 19, 2025
Integrated Advisors Network LLC History Added to 4,536 270 0.01% 0.01% 491 +33 0.73% Q3 2025 Nov 12, 2025
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,543 270 0.0% 0.0% 490 0 0.0% Q3 2025 Nov 14, 2025
West Family Investments, Inc. History Added to 4,508 269 9.11% 0.07% 492 +43 0.96% Q3 2025 Feb 10, 2026
Net Worth Advisory Group History Reduced 4,491 268 0.08% 0.06% 496 -210 -4.47% Q3 2025 Oct 15, 2025
Koshinski Asset Management, Inc. History Reduced 4,503 268 0.02% 0.02% 494 -107 -2.32% Q3 2025 Nov 10, 2025
ASPIRIANT, LLC History No change 4,500 268 0.01% 0.01% 493 0 0.0% Q3 2025 Oct 24, 2025
Magnus Financial Group LLC History No change 4,502 268 0.02% 0.02% 495 0 0.0% Q3 2025 Oct 28, 2025
Fortitude Advisory Group L.L.C. History Reduced 4,464 266 0.14% 0.16% 497 -29 -0.65% Q3 2025 Nov 05, 2025
Soltis Investment Advisors LLC History New 4,407 263 0.02% — 498 +4,407 New Q3 2025 Nov 12, 2025
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 4,394 262 0.11% 0.12% 499 -96 -2.14% Q3 2025 Oct 09, 2025
Symphony Financial Services, Inc. History Added to 4,383 261 0.14% 0.16% 500 +13 0.3% Q3 2025 Nov 12, 2025
Horizon Investments, LLC History Added to 12,443 259 0.0% 0.01% 501 +897 7.77% Q3 2025 Nov 14, 2025
Jacobi Capital Management LLC History Reduced 4,340 259 0.02% 0.02% 503 -233 -5.1% Q3 2025 Nov 07, 2025
MFA WEALTH ADVISORS, LLC History Added to 4,343 259 0.06% 0.06% 502 +172 4.12% Q3 2025 Oct 20, 2025
Cetera Trust Company, N.A History No change 4,315 257 0.14% 0.16% 504 0 0.0% Q3 2025 Nov 13, 2025
BURNEY CO/ History Reduced 4,241 253 0.01% 0.01% 505 -318 -6.98% Q3 2025 Oct 16, 2025
FIRST FINANCIAL BANKSHARES INC History Added to 4,233 252 0.01% 0.0% 506 +697 19.71% Q3 2025 Nov 10, 2025
Belpointe Asset Management LLC History Added to 4,236 252 0.01% 0.01% 507 +16 0.38% Q3 2025 Nov 03, 2025
Wolff Financial Management LLC History Reduced 4,224 252 0.06% 0.07% 508 -10 -0.24% Q3 2025 Oct 20, 2025
EARNED WEALTH ADVISORS, LLC History Added to 4,198 250 0.04% 0.04% 510 +513 13.92% Q3 2025 Oct 22, 2025
Portside Wealth Group, LLC History Added to 4,193 250 0.03% 0.03% 511 +348 9.05% Q3 2025 Nov 05, 2025
MARIETTA INVESTMENT PARTNERS LLC History No change 4,200 250 0.05% 0.06% 509 0 0.0% Q3 2025 Nov 12, 2025
Monument Capital Management History New 4,174 249 0.06% — 512 +4,174 New Q3 2025 Oct 14, 2025
Innova Wealth Partners History New 4,172 249 0.13% — 513 +4,172 New Q3 2025 Dec 02, 2025
Brucke Financial, Inc. History Reduced 3,987 248 0.15% 0.18% 514 -242 -5.72% Q3 2025 Nov 12, 2025
Tradition Wealth Management, LLC History Reduced 4,144 247 0.02% 0.03% 515 -1,029 -19.89% Q3 2025 Nov 13, 2025
PERSONAL CFO SOLUTIONS, LLC History Added to 4,116 245 0.04% 0.05% 516 +15 0.37% Q3 2025 Nov 10, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History New 4,084 243 0.01% — 517 +4,084 New Q3 2025 Nov 07, 2025
Drucker Wealth 3.0, LLC History New 4,082 243 0.04% — 520 +4,082 New Q3 2025 Nov 07, 2025
Covenant Partners, LLC History No change 4,081 243 0.07% 0.07% 518 0 0.0% Q3 2025 Oct 24, 2025
Cromwell Holdings LLC History No change 4,011 243 0.13% 0.15% 519 0 0.0% Q3 2025 Oct 24, 2025
OARSMAN CAPITAL, INC. History Reduced 4,064 242 0.03% 0.04% 521 -168 -3.97% Q3 2025 Nov 21, 2025
Sippican Capital Advisors History Added to 4,048 241 0.16% 0.17% 522 +150 3.85% Q3 2025 Oct 27, 2025
Lynx Investment Advisory History No change 4,046 241 0.14% 0.16% 523 0 0.0% Q3 2025 Nov 06, 2025
Lloyd Advisory Services, LLC. History Added to 4,020 239 0.11% 0.11% 524 +366 10.02% Q3 2025 Oct 30, 2025
FCA CORP /TX History New 4,000 238 0.07% — 525 +4,000 New Q3 2025 Nov 14, 2025
Linscomb Wealth, Inc. History Reduced 3,995 238 0.01% 0.01% 526 -742 -15.66% Q3 2025 Nov 05, 2025
Diversify Advisory Services, LLC History Added to 3,869 238 0.01% 0.01% 527 +106 2.82% Q3 2025 Nov 13, 2025
Walkner Condon Financial Advisors LLC History New 3,922 234 0.04% — 529 +3,922 New Q3 2025 Oct 29, 2025
UHLMANN PRICE SECURITIES, LLC History No change 3,922 234 0.14% 0.17% 528 0 0.0% Q3 2025 Nov 07, 2025
Gotham Asset Management, LLC History New 3,908 233 0.0% — 530 +3,908 New Q3 2025 Nov 14, 2025
Bruce G. Allen Investments, LLC History Added to 3,919 233 0.17% 0.17% 531 +167 4.45% Q3 2025 Oct 30, 2025
Miracle Mile Advisors, LLC History Added to 3,787 226 0.0% 0.0% 532 +258 7.31% Q3 2025 Oct 20, 2025
Bridgewater Advisors Inc. History Reduced 3,695 225 0.02% 0.02% 533 -229 -5.84% Q3 2025 Nov 10, 2025
OneAscent Financial Services LLC History Added to 3,762 224 0.03% 0.01% 534 +426 12.77% Q3 2025 Oct 31, 2025
Rosenberg Matthew Hamilton History No change 3,766 224 0.05% 0.05% 535 0 0.0% Q3 2025 Nov 10, 2025
HUB Investment Partners, LLC History Reduced 3,742 223 0.01% 0.01% 537 -539 -12.59% Q3 2025 Nov 12, 2025
CVA Family Office, LLC History No change 3,739 223 0.03% 0.03% 536 0 0.0% Q3 2025 Oct 30, 2025
UMB Bank, n.a. History Reduced 3,718 221 0.0% 0.0% 538 -389 -9.47% Q3 2025 Nov 04, 2025
Sowell Financial Services LLC History Added to 3,703 221 0.01% 0.01% 539 +115 3.21% Q3 2025 Oct 17, 2025
TOWNSQUARE CAPITAL LLC History Reduced 3,692 220 0.03% 0.03% 540 -2,020 -35.36% Q3 2025 Nov 03, 2025
Patriot Financial Group Insurance Agency, LLC History Added to 3,677 219 0.03% 0.02% 541 +330 9.86% Q3 2025 Oct 08, 2025
Purkiss Capital Advisors LLC History New 3,624 216 0.1% — 542 +3,624 New Q3 2025 Oct 31, 2025
Farringdon Capital, Ltd. History New 3,578 213 0.05% — 544 +3,578 New Q3 2025 Nov 13, 2025
Fiduciary Alliance LLC History Added to 3,579 213 0.01% 0.02% 545 +208 6.17% Q3 2025 Oct 08, 2025
Gibbs Wealth Management History Reduced 3,574 213 0.05% 0.04% 546 -191 -5.07% Q3 2025 Oct 30, 2025
Essex Financial Services, Inc. History Added to 3,570 213 0.01% 0.01% 543 +150 4.39% Q3 2025 Nov 07, 2025
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 3,560 212 0.09% 0.05% 547 +1,712 92.64% Q3 2025 Nov 10, 2025
GARRISON POINT ADVISORS, LLC History New 3,532 210 0.09% — 548 +3,532 New Q3 2025 Oct 22, 2025
Focus Partners Advisor Solutions, LLC History Reduced 3,372 205 0.0% 0.0% 549 -198 -5.55% Q3 2025 Nov 12, 2025
Kovack Advisors, Inc. History Reduced 3,413 203 0.02% 0.04% 551 -2,646 -43.67% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Reduced 3,407 203 0.0% 0.01% 550 -305 -8.22% Q3 2025 Oct 14, 2025
KINGSWOOD WEALTH ADVISORS, LLC History New 3,394 202 0.01% — 552 +3,394 New Q3 2025 Oct 23, 2025
ORG Partners LLC History Reduced 3,256 194 0.04% 0.05% 553 -440 -11.9% Q3 2025 Oct 24, 2025
Sawyer & Company, Inc History No change 3,086 189 0.07% 0.07% 554 0 0.0% Q3 2025 Oct 07, 2025
Johnson Financial Group, Inc. History Added to 3,024 183 0.01% 0.0% 555 +1,397 85.86% Q3 2025 Nov 13, 2025
Roxbury Financial LLC History Reduced 3,039 181 0.17% 0.18% 556 -21 -0.69% Q3 2025 Oct 01, 2025
VPR Management LLC History No change 3,000 179 0.08% 0.09% 557 0 0.0% Q3 2025 Nov 14, 2025
LRI Investments, LLC History Added to 2,978 177 0.01% 0.02% 558 +15 0.51% Q3 2025 Nov 03, 2025
Hilltop National Bank History No change 2,723 162 0.04% 0.04% 559 0 0.0% Q3 2025 Oct 08, 2025
Icon Wealth Advisors, LLC History Added to 2,530 151 0.01% 0.01% 560 +60 2.43% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Added to 2,432 150 0.0% 0.0% 561 +118 5.1% Q3 2025 Nov 14, 2025
Heartwood Wealth Advisors LLC History New 2,473 147 0.01% — 562 +2,473 New Q3 2025 Oct 06, 2025
Capital Analysts, LLC History Reduced 2,279 136 0.0% 0.0% 563 -67 -2.86% Q3 2025 Nov 14, 2025
Wilmington Savings Fund Society, FSB History Reduced 2,184 130 0.0% 0.01% 564 -2,521 -53.58% Q3 2025 Nov 20, 2025
Parvin Asset Management, LLC History No change 2,075 123 0.11% 0.13% 565 0 0.0% Q3 2025 Nov 17, 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,978 120 0.0% 0.0% 567 -33 -1.64% Q3 2025 Oct 09, 2025
GHP Investment Advisors, Inc. History No change 2,016 120 0.01% 0.01% 566 0 0.0% Q3 2025 Oct 31, 2025
NBT BANK N A /NY History Reduced 2,000 119 0.01% 0.01% 568 -250 -11.11% Q3 2025 Oct 28, 2025
Independence Bank of Kentucky History No change 1,980 118 0.02% 0.02% 569 0 0.0% Q3 2025 Oct 09, 2025
Bank & Trust Co History New 1,940 115 0.08% — 570 +1,940 New Q3 2025 Oct 06, 2025
Root Financial Partners, LLC History New 1,921 114 0.01% — 571 +1,921 New Q3 2025 Oct 29, 2025
Grove Bank & Trust History No change 1,841 109 0.01% 0.01% 572 0 0.0% Q3 2025 Oct 06, 2025
BROWN BROTHERS HARRIMAN & CO History New 1,799 107 0.0% — 573 +1,799 New Q3 2025 Nov 13, 2025
TCTC Holdings, LLC History No change 1,809 107 0.0% 0.0% 574 0 0.0% Q3 2025 Nov 07, 2025
BAROMETER CAPITAL MANAGEMENT INC. History New 1,789 106 0.02% — 575 +1,789 New Q3 2025 Nov 13, 2025
Corsicana & Co. History New 1,757 104 0.06% — 577 +1,757 New Q3 2025 Oct 10, 2025
Riverview Trust Co History No change 1,750 104 0.13% 0.13% 576 0 0.0% Q3 2025 Oct 22, 2025
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,555 97 0.0% 0.0% 578 0 0.0% Q3 2025 Oct 24, 2025
Mondrian Investment Partners LTD History New 1,603 95 0.0% — 579 +1,603 New Q3 2025 Nov 07, 2025
HARBOUR INVESTMENTS, INC. History Added to 1,576 94 0.0% 0.0% 580 +418 36.1% Q3 2025 Nov 12, 2025
CULLEN/FROST BANKERS, INC. History Reduced 1,544 92 0.0% 0.0% 581 -857 -35.69% Q3 2025 Oct 31, 2025
TSFG, LLC History No change 1,512 90 0.01% 0.02% 582 0 0.0% Q3 2025 Nov 04, 2025
MATHER GROUP, LLC. History New 1,462 87 0.0% — 583 +1,462 New Q3 2025 Oct 21, 2025
IFP Advisors, Inc History Reduced 1,450 86 0.0% 0.0% 584 -157 -9.77% Q3 2025 Feb 06, 2026
South Dakota Investment Council History No change 1,425 85 0.0% 0.0% 585 0 0.0% Q3 2025 Nov 12, 2025
ROTHSCHILD INVESTMENT LLC History Added to 1,417 84 0.0% 0.0% 586 +637 81.67% Q3 2025 Nov 07, 2025
Wealthspire Advisors, LLC History New 1,400 83 0.0% — 587 +1,400 New Q3 2025 Nov 14, 2025
Curat Global, LLC History No change 1,400 83 0.08% 0.08% 588 0 0.0% Q3 2025 Oct 28, 2025
Truvestments Capital LLC History Added to 1,351 80 0.01% 0.01% 589 +116 9.39% Q3 2025 Nov 14, 2025
Manchester Capital Management LLC History Reduced 1,326 79 0.01% 0.02% 590 -1,758 -57.0% Q3 2025 Nov 14, 2025
Larson Financial Group LLC History Added to 1,322 78 0.0% 0.0% 591 +369 38.72% Q3 2025 Nov 14, 2025
GABLES CAPITAL MANAGEMENT INC. History No change 1,300 77 0.03% 0.04% 592 0 0.0% Q3 2025 Nov 06, 2025
Golden State Wealth Management, LLC History Added to 1,222 72 0.01% 0.01% 593 +2 0.16% Q3 2025 Nov 03, 2025
Knott David M Jr History No change 1,200 71 0.03% 0.03% 594 0 0.0% Q3 2025 Nov 12, 2025
Caldwell Trust Co History No change 1,191 71 0.01% 0.01% 595 0 0.0% Q3 2025 Oct 23, 2025
Parkside Financial Bank & Trust History Reduced 1,184 70 0.01% 0.01% 596 -756 -38.97% Q3 2025 Oct 30, 2025
CX Institutional History No change 1,151 69 0.0% 0.0% 597 0 0.0% Q3 2025 Oct 23, 2025
SALEM INVESTMENT COUNSELORS INC History Reduced 1,113 67 0.0% 0.0% 598 -275 -19.81% Q3 2025 Oct 07, 2025
ALERUS FINANCIAL NA History Added to 1,125 67 0.0% 0.0% 599 +120 11.94% Q3 2025 Nov 10, 2025
Westside Investment Management, Inc. History Added to 1,098 66 0.01% 0.01% 601 +299 37.42% Q3 2025 Nov 04, 2025
NISA INVESTMENT ADVISORS, LLC History No change 1,100 66 0.0% 0.0% 600 0 0.0% Q3 2025 Oct 23, 2025
Legacy Bridge, LLC History No change 1,099 65 0.03% 0.03% 602 0 0.0% Q3 2025 Nov 12, 2025
Missouri Trust & Investment Co History No change 1,090 65 0.02% 0.02% 603 0 0.0% Q3 2025 Nov 06, 2025
JFS WEALTH ADVISORS, LLC History No change 1,055 62 0.0% 0.0% 604 0 0.0% Q3 2025 Nov 10, 2025
Bollard Group LLC History No change 1,000 60 0.0% 0.0% 605 0 0.0% Q3 2025 Nov 14, 2025
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 1,000 59 0.01% 0.01% 606 0 0.0% Q3 2025 Oct 15, 2025
Field & Main Bank History No change 1,000 59 0.02% 0.02% 607 0 0.0% Q3 2025 Nov 03, 2025
General Partner, Inc. History No change 1,000 59 0.03% 0.04% 608 0 0.0% Q3 2025 Oct 08, 2025
ORG Wealth Partners, LLC History New 978 58 0.01% — 609 +978 New Q3 2025 Oct 24, 2025
New Millennium Group LLC History New 949 56 0.03% — 611 +949 New Q3 2025 Nov 10, 2025
Anchor Investment Management, LLC History No change 942 56 0.0% 0.01% 610 0 0.0% Q3 2025 Nov 14, 2025
Fairscale Capital, LLC History No change 932 56 0.04% 0.04% 612 0 0.0% Q3 2025 Nov 06, 2025
Private Wealth Asset Management, LLC History Reduced 936 55 0.01% 0.01% 613 -37 -3.8% Q3 2025 Nov 03, 2025
Addison Advisors LLC History Added to 899 53 0.01% 0.01% 615 +141 18.6% Q3 2025 Nov 07, 2025
Sunbelt Securities, Inc. History Added to 888 53 0.0% 0.0% 614 +1 0.11% Q3 2025 Nov 19, 2025
Smithfield Trust Co History No change 874 52 0.0% 0.0% 616 0 0.0% Q3 2025 Nov 07, 2025
Westfuller Advisors, LLC History New 856 51 0.02% — 617 +856 New Q3 2025 Oct 30, 2025
Prestige Wealth Management Group LLC History No change 750 45 0.01% 0.01% 618 0 0.0% Q3 2025 Feb 20, 2026
Crewe Advisors LLC History Reduced 742 44 0.0% 0.01% 619 -23 -3.01% Q3 2025 Nov 13, 2025
Ransom Advisory, Ltd History No change 750 44 0.02% 0.02% 620 0 0.0% Q3 2025 Oct 07, 2025
Financial Freedom, LLC History No change 718 42 0.02% 0.02% 621 0 0.0% Q3 2025 Nov 13, 2025
PARADIGM ASSET MANAGEMENT CO LLC History No change 700 41 0.01% 0.01% 622 0 0.0% Q3 2025 Nov 12, 2025
LFA - Lugano Financial Advisors SA History No change 700 41 0.02% 0.02% 623 0 0.0% Q3 2025 Nov 05, 2025
Brentview Investment Management LLC History No change 693 41 0.02% 0.02% 624 0 0.0% Q3 2025 Nov 13, 2025
Aventura Private Wealth, LLC History Reduced 661 39 0.01% 0.04% 625 -848 -56.2% Q3 2025 Jan 07, 2026
Colonial Trust Advisors History Added to 619 36 0.0% 0.0% 626 +421 212.63% Q3 2025 Nov 10, 2025
CoreCap Advisors, LLC History Reduced 591 35 0.0% 0.0% 627 -11 -1.83% Q3 2025 Oct 22, 2025
Arlington Trust Co LLC History Reduced 600 35 0.01% 0.01% 628 -10 -1.64% Q3 2025 Oct 28, 2025
Bernard Wealth Management Corp. History No change 582 34 0.01% 0.02% 629 0 0.0% Q3 2025 Oct 14, 2025
Salomon & Ludwin, LLC History Added to 562 33 0.0% 0.0% 631 +518 1177.27% Q3 2025 Oct 21, 2025
Financial Management Professionals, Inc. History Reduced 544 33 0.0% 0.0% 630 -177 -24.55% Q3 2025 Oct 15, 2025
Asset Planning,Inc History No change 569 33 0.02% 0.03% 632 0 0.0% Q3 2025 Oct 23, 2025
Provenance Wealth Advisors, LLC History No change 526 31 0.0% 0.0% 633 0 0.0% Q3 2025 Nov 12, 2025
HOLLENCREST CAPITAL MANAGEMENT History No change 503 30 0.0% 0.0% 634 0 0.0% Q3 2025 Nov 03, 2025
Frazier Financial Advisors, LLC History No change 508 30 0.02% 0.02% 635 0 0.0% Q3 2025 Oct 31, 2025
JNBA Financial Advisors History Added to 492 29 0.0% 0.0% 637 +80 19.42% Q3 2025 Oct 28, 2025
EASTERN BANK History No change 500 29 0.0% 0.0% 636 0 0.0% Q3 2025 Oct 27, 2025
Inlight Wealth Management, LLC History No change 500 29 0.01% 0.02% 638 0 0.0% Q3 2025 Oct 28, 2025
Costello Asset Management, INC History No change 500 29 0.01% 0.01% 639 0 0.0% Q3 2025 Nov 06, 2025
Dunhill Financial, LLC History No change 500 29 0.01% 0.01% 640 0 0.0% Q3 2025 Nov 12, 2025
Grey Fox Wealth Advisors, LLC History New 473 28 0.01% — 645 +473 New Q3 2025 Oct 29, 2025
Richard W. Paul & Associates, LLC History Added to 484 28 0.01% 0.01% 644 +49 11.26% Q3 2025 Nov 13, 2025
ST GERMAIN D J CO INC History Added to 476 28 0.0% 0.0% 641 +18 3.93% Q3 2025 Oct 07, 2025
Plante Moran Financial Advisors, LLC History No change 480 28 0.0% 0.0% 642 0 0.0% Q3 2025 Nov 05, 2025
Key FInancial Inc History No change 477 28 0.01% 0.01% 643 0 0.0% Q3 2025 Nov 05, 2025
ADIRONDACK TRUST CO History Added to 447 26 0.01% 0.0% 646 +325 266.39% Q3 2025 Oct 20, 2025
GPS Wealth Strategies Group, LLC History Reduced 439 26 0.0% 0.0% 648 -139 -24.05% Q3 2025 Nov 03, 2025
Trust Co History No change 442 26 0.0% 0.0% 647 0 0.0% Q3 2025 Oct 06, 2025
Evolution Advisers, Inc. History No change 424 25 0.01% 0.01% 649 0 0.0% Q3 2025 Jan 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 422 25 0.0% 0.0% 650 0 0.0% Q3 2025 Nov 12, 2025
FIRST HORIZON CORP History New 416 24 0.0% — 651 +416 New Q3 2025 Oct 27, 2025
AMERIFLEX GROUP, INC. History Added to 400 23 0.01% 0.01% 653 +200 100.0% Q3 2025 Nov 12, 2025
TRUST CO OF TOLEDO NA /OH/ History Reduced 388 23 0.0% 0.0% 652 -161 -29.33% Q3 2025 Oct 16, 2025
PIN OAK INVESTMENT ADVISORS INC History Reduced 378 22 0.02% 0.02% 654 -81 -17.65% Q3 2025 Nov 17, 2025
Clearstead Advisors, LLC History Reduced 365 21 0.0% 0.0% 655 -545 -59.89% Q3 2025 Nov 10, 2025
Atlantic Union Bankshares Corp History New 350 20 0.0% — 656 +350 New Q3 2025 Nov 04, 2025
HHM Wealth Advisors, LLC History Added to 341 20 0.0% 0.0% 658 +85 33.2% Q3 2025 Oct 29, 2025
Colonial Trust Co / SC History Added to 350 20 0.0% 0.0% 659 +3 0.86% Q3 2025 Nov 10, 2025
BARRETT & COMPANY, INC. History No change 350 20 0.01% 0.01% 657 0 0.0% Q3 2025 Oct 31, 2025
Clean Yield Group History New 304 18 0.01% — 660 +304 New Q3 2025 Oct 23, 2025
Solstein Capital, LLC History No change 312 18 0.0% 0.01% 661 0 0.0% Q3 2025 Nov 12, 2025
COUNTRY TRUST BANK History New 301 17 0.0% — 664 +301 New Q3 2025 Oct 28, 2025
MONTAG A & ASSOCIATES INC History Added to 296 17 0.0% 0.0% 663 +65 28.14% Q3 2025 Nov 12, 2025
VALLEY NATIONAL ADVISERS INC History No change 300 17 0.0% 0.0% 662 0 0.0% Q3 2025 Oct 17, 2025
CoreFirst Bank & Trust History No change 300 17 0.01% 0.01% 665 0 0.0% Q3 2025 Nov 13, 2025
Murphy & Mullick Capital Management Corp History No change 299 17 0.01% 0.01% 666 0 0.0% Q3 2025 Nov 07, 2025
GW&K Investment Management, LLC History No change 273 16 0.0% 0.0% 667 0 0.0% Q3 2025 Nov 12, 2025
Harel Insurance Investments & Financial Services Ltd. History No change 259 16 0.0% 0.0% 668 0 0.0% Q3 2025 Oct 29, 2025
TD Capital Management LLC History No change 281 16 0.0% 0.0% 669 0 0.0% Q3 2025 Nov 24, 2025
AMERICAN NATIONAL BANK & TRUST History Reduced 257 15 0.0% 0.01% 671 -903 -77.84% Q3 2025 Oct 21, 2025
True Wealth Design, LLC History Added to 267 15 0.0% 0.0% 672 +232 662.86% Q3 2025 Oct 21, 2025
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 266 15 0.0% 0.01% 670 -63 -19.15% Q3 2025 Nov 05, 2025
Bogart Wealth, LLC History No change 245 14 0.0% 0.0% 673 0 0.0% Q3 2025 Oct 27, 2025
Union Bancaire Privee, UBP SA History No change 212 13 0.0% 0.0% 674 0 0.0% Q3 2025 Oct 07, 2025
Avion Wealth History No change 222 13 0.0% 0.0% 675 0 0.0% Q3 2025 Oct 24, 2025
LOM Asset Management Ltd History No change 210 13 0.0% 0.0% 676 0 0.0% Q3 2025 Nov 12, 2025
Bell Investment Advisors, Inc History Added to 214 12 0.0% 0.0% 679 +82 62.12% Q3 2025 Nov 21, 2025
Newbridge Financial Services Group, Inc. History Added to 216 12 0.0% 0.0% 678 +3 1.41% Q3 2025 Nov 13, 2025
Asset Dedication, LLC History No change 216 12 0.0% 0.0% 677 0 0.0% Q3 2025 Nov 20, 2025
Pingora Partners LLC History No change 209 12 0.01% 0.01% 680 0 0.0% Q3 2025 Nov 14, 2025
DUNCKER STREETT & CO INC History New 200 11 0.0% — 681 +200 New Q3 2025 Oct 23, 2025
JPL Wealth Management, LLC History New 200 11 0.0% — 688 +200 New Q3 2025 Nov 14, 2025
PROFFITT & GOODSON INC History New 199 11 0.0% — 682 +199 New Q3 2025 Oct 21, 2025
Bare Financial Services, Inc History Reduced 190 11 0.0% 0.0% 687 -5 -2.56% Q3 2025 Nov 12, 2025
Vermillion Wealth Management, Inc. History No change 200 11 0.0% 0.01% 683 0 0.0% Q3 2025 Oct 23, 2025
Center for Financial Planning, Inc. History No change 200 11 0.0% 0.0% 684 0 0.0% Q3 2025 Nov 06, 2025
Smallwood Wealth Investment Management, LLC History No change 200 11 0.01% 0.01% 685 0 0.0% Q3 2025 Oct 17, 2025
Gold Investment Management Ltd. History No change 200 11 0.0% 0.0% 686 0 0.0% Q3 2025 Oct 29, 2025
Glen Eagle Advisors, LLC History No change 186 11 0.0% 0.0% 689 0 0.0% Q3 2025 Nov 14, 2025
Raiffeisen Bank International AG History No change 193 11 0.0% 0.0% 690 0 0.0% Q3 2025 Nov 10, 2025
Fourth Dimension Wealth, LLC History No change 200 11 0.0% 0.01% 691 0 0.0% Q3 2025 Nov 04, 2025
Piscataqua Savings Bank History Reduced 160 9 0.01% 0.02% 694 -177 -52.52% Q3 2025 Oct 28, 2025
Retirement Wealth Solutions LLC History Added to 165 9 0.01% 0.0% 698 +104 170.49% Q3 2025 Oct 08, 2025
Pinnacle Bancorp, Inc. History Added to 158 9 0.0% 0.0% 693 +42 36.21% Q3 2025 Oct 24, 2025
Cranbrook Wealth Management, LLC History No change 151 9 0.0% 0.0% 692 0 0.0% Q3 2025 Oct 14, 2025
WealthCollab, LLC History No change 151 9 0.0% 0.01% 695 0 0.0% Q3 2025 Nov 13, 2025
YANKCOM Partnership History No change 158 9 0.0% 0.0% 696 0 0.0% Q3 2025 Oct 20, 2025
Millstone Evans Group, LLC History No change 154 9 0.01% 0.01% 697 0 0.0% Q3 2025 Oct 30, 2025
Kozak & Associates, Inc. History Added to 131 8 0.0% 0.0% 700 +71 118.33% Q3 2025 Nov 18, 2025
BAILLIE GIFFORD & CO History Added to 138 8 0.0% 0.0% 699 +10 7.81% Q3 2025 Oct 31, 2025
Kentucky Trust Co History No change 150 8 0.0% 0.01% 701 0 0.0% Q3 2025 Oct 14, 2025
North Capital, Inc. History No change 136 8 0.01% 0.01% 702 0 0.0% Q3 2025 Oct 09, 2025
Quest 10 Wealth Builders, Inc. History Added to 118 7 0.01% 0.01% 704 +11 10.28% Q3 2025 Oct 20, 2025
Financial Perspectives, Inc History No change 132 7 0.0% 0.0% 703 0 0.0% Q3 2025 Oct 22, 2025
Boreal Capital Management LLC History No change 118 7 0.01% 0.01% 705 0 0.0% Q3 2025 Feb 13, 2026
Fairman Group, LLC History New 110 6 0.0% — 711 +110 New Q3 2025 Oct 31, 2025
Silicon Valley Capital Partners History New 104 6 0.0% — 707 +104 New Q3 2025 Nov 17, 2025
Hara Capital LLC History Reduced 105 6 0.0% 0.01% 710 -80 -43.24% Q3 2025 Oct 30, 2025
Physician Wealth Advisors, Inc. History Reduced 102 6 0.0% 0.0% 708 -12 -10.53% Q3 2025 Nov 04, 2025
CALDWELL SUTTER CAPITAL, INC. History No change 111 6 0.0% 0.0% 706 0 0.0% Q3 2025 Oct 29, 2025
New England Capital Financial Advisors LLC History No change 101 6 0.0% 0.0% 709 0 0.0% Q3 2025 Oct 22, 2025
WPG Advisers, LLC History No change 106 6 0.0% 0.01% 712 0 0.0% Q3 2025 Oct 29, 2025
SUMMIT SECURITIES GROUP LLC History New 100 5 0.0% — 714 +100 New Q3 2025 Nov 13, 2025
Steigerwald, Gordon & Koch Inc. History New 92 5 0.0% — 716 +92 New Q3 2025 Oct 23, 2025
Centerpoint Advisors, LLC History New 86 5 0.0% — 717 +86 New Q3 2025 Nov 06, 2025
Principia Wealth Advisory, LLC History Added to 99 5 0.0% 0.0% 722 +59 147.5% Q3 2025 Feb 10, 2026
WOLFF WIESE MAGANA LLC History Added to 85 5 0.0% 0.0% 718 +13 18.06% Q3 2025 Oct 28, 2025
North Star Investment Management Corp. History No change 100 5 0.0% 0.0% 713 0 0.0% Q3 2025 Oct 22, 2025
Stone House Investment Management, LLC History No change 87 5 0.0% 0.0% 715 0 0.0% Q3 2025 Oct 27, 2025
REDMONT WEALTH ADVISORS LLC History No change 90 5 0.01% 0.01% 719 0 0.0% Q3 2025 Nov 07, 2025
Coston, McIsaac & Partners History No change 94 5 0.0% 0.0% 720 0 0.0% Q3 2025 Nov 05, 2025
Strategic Investment Solutions, Inc. /IL History No change 100 5 0.0% 0.0% 721 0 0.0% Q3 2025 Dec 03, 2025
SouthState Bank Corp History New 74 4 0.0% — 724 +74 New Q3 2025 Nov 05, 2025
FINANCIAL CONSULATE, INC History New 72 4 0.0% — 726 +72 New Q3 2025 Oct 21, 2025
HIGHLINE WEALTH PARTNERS LLC History Added to 79 4 0.0% 0.0% 728 +12 17.91% Q3 2025 Oct 14, 2025
HAZLETT, BURT & WATSON, INC. History No change 75 4 0.0% 0.0% 723 0 0.0% Q3 2025 Nov 04, 2025
TRUST CO OF VERMONT History No change 68 4 0.0% 0.0% 725 0 0.0% Q3 2025 Oct 14, 2025
Atlantic Edge Private Wealth Management, LLC History No change 75 4 0.0% 0.0% 727 0 0.0% Q3 2025 Oct 24, 2025
Prudent Man Investment Management, Inc. History No change 81 4 0.0% 0.0% 729 0 0.0% Q3 2025 Nov 05, 2025
MPWM ADVISORY SOLUTIONS, LLC History No change 69 4 0.0% 0.0% 730 0 0.0% Q3 2025 Nov 14, 2025
Harbor Asset Planning, Inc. History No change 72 4 0.0% 0.0% 731 0 0.0% Q3 2025 Oct 17, 2025
Wealth Watch Advisors, INC History New 65 3 0.0% — 740 +65 New Q3 2025 Nov 13, 2025
CITY HOLDING CO History New 60 3 0.0% — 732 +60 New Q3 2025 Oct 22, 2025
Hanson & Doremus Investment Management History New 57 3 0.0% — 735 +57 New Q3 2025 Oct 15, 2025
MOTCO History Reduced 56 3 0.0% 0.0% 734 -36 -39.13% Q3 2025 Oct 22, 2025
SWAN Capital LLC History Reduced 59 3 0.0% 0.0% 739 -21 -26.25% Q3 2025 Nov 14, 2025
Beaird Harris Wealth Management, LLC History Added to 56 3 0.0% 0.0% 738 +16 40.0% Q3 2025 Nov 13, 2025
Rossby Financial, LCC History Added to 52 3 0.0% 0.0% 741 +12 30.0% Q3 2025 Nov 10, 2025
DELTA ASSET MANAGEMENT LLC/TN History No change 66 3 0.0% 0.0% 733 0 0.0% Q3 2025 Nov 04, 2025
HARBOR INVESTMENT ADVISORY, LLC History No change 56 3 0.0% 0.0% 736 0 0.0% Q3 2025 Oct 27, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 63 3 0.0% 0.0% 737 0 0.0% Q3 2025 Oct 16, 2025
KERR FINANCIAL PLANNING Corp History New 35 2 0.0% — 750 +35 New Q3 2025 Nov 25, 2025
DecisionPoint Financial, LLC History Added to 36 2 0.0% 0.0% 747 +3 9.09% Q3 2025 Nov 10, 2025
Darwin Wealth Management, LLC History Added to 48 2 0.0% 0.0% 743 +1 2.13% Q3 2025 Oct 16, 2025
ALBION FINANCIAL GROUP /UT History No change 44 2 0.0% 0.0% 742 0 0.0% Q3 2025 Oct 20, 2025
Farmers & Merchants Trust Co of Chambersburg PA History No change 36 2 0.0% 0.0% 744 0 0.0% Q3 2025 Oct 27, 2025
Morse Asset Management, Inc History No change 43 2 0.0% 0.0% 745 0 0.0% Q3 2025 Nov 14, 2025
Nalls Sherbakoff Group, LLC History No change 50 2 0.0% 0.0% 746 0 0.0% Q3 2025 Mar 12, 2026
Valued Wealth Advisors LLC History No change 45 2 0.0% 0.0% 748 0 0.0% Q3 2025 Oct 29, 2025
Granite FO LLC History No change 39 2 0.0% 0.0% 749 0 0.0% Q3 2025 Oct 22, 2025
Minot DeBlois Advisors LLC History Reduced 25 1 0.0% 0.0% 754 -25 -50.0% Q3 2025 Nov 13, 2025
American Capital Advisory, LLC History New 25 1 0.0% — 760 +25 New Q3 2025 Oct 28, 2025
Palisade Asset Management, LLC History New 24 1 0.0% — 753 +24 New Q3 2025 Nov 17, 2025
Global Wealth Strategies & Associates History New 17 1 0.0% — 757 +17 New Q3 2025 Oct 02, 2025
MJT & Associates Financial Advisory Group, Inc. History Reduced 23 1 0.0% 0.0% 761 -4 -14.81% Q3 2025 Oct 15, 2025
BROWN, LISLE/CUMMINGS, INC. History No change 20 1 0.0% 0.0% 751 0 0.0% Q3 2025 Oct 10, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 28 1 0.0% 0.0% 752 0 0.0% Q3 2025 Nov 12, 2025
Cedar Mountain Advisors, LLC History No change 33 1 0.0% 0.0% 755 0 0.0% Q3 2025 Oct 24, 2025
Archer Investment Corp History No change 30 1 0.0% 0.0% 756 0 0.0% Q3 2025 Nov 03, 2025
ARMSTRONG ADVISORY GROUP, INC History No change 21 1 0.0% 0.0% 758 0 0.0% Q3 2025 Oct 08, 2025
Abound Wealth Management History No change 18 1 0.0% 0.0% 759 0 0.0% Q3 2025 Oct 10, 2025
ROYAL BANK OF CANADA History Closed out 0 0 — 0.03% — -3,075,628 -100.0% Q2 2025 Nov 21, 2025
GABELLI FUNDS LLC History Closed out 0 0 — 0.14% — -311,400 -100.0% Q2 2025 Aug 13, 2025
PEAK6 LLC History Closed out 0 0 — 0.02% — -200,000 -100.0% Q2 2025 Mar 26, 2026
HITE Hedge Asset Management LLC History Closed out 0 0 — 0.59% — -168,415 -100.0% Q2 2025 Aug 14, 2025
Value Partners Investments Inc. History Closed out 0 0 — 0.61% — -127,158 -100.0% Q2 2025 Jul 07, 2025
Willis Investment Counsel History Closed out 0 0 — 0.42% — -117,137 -100.0% Q2 2025 Aug 12, 2025
Banco Santander, S.A. History Closed out 0 0 — 359.15% — -64,598 -100.0% Q2 2025 Mar 05, 2026
Drum Hill Capital, LLC History Closed out 0 0 — 4.1% — -60,399 -100.0% Q2 2025 Jul 15, 2025
Atom Investors LP History Closed out 0 0 — 0.33% — -59,775 -100.0% Q2 2025 Aug 14, 2025
Pathstone Holdings, LLC History Closed out 0 0 — 0.01% — -56,832 -100.0% Q2 2025 Aug 12, 2025
SIR Capital Management, L.P. History Closed out 0 0 — 0.28% — -51,200 -100.0% Q2 2025 Aug 12, 2025
GAMCO INVESTORS, INC. ET AL History Closed out 0 0 — 0.02% — -30,650 -100.0% Q2 2025 Aug 13, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.03% — -27,149 -100.0% Q2 2025 Aug 13, 2025
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 — 0.0% — -14,377 -100.0% Q2 2025 Aug 13, 2025
Fortune Financial Advisors, LLC History Closed out 0 0 — 0.7% — -14,122 -100.0% Q2 2025 Jul 16, 2025
ICONIQ Capital, LLC History Closed out 0 0 — 0.01% — -12,515 -100.0% Q2 2025 Aug 14, 2025
Keudell/Morrison Wealth Management History Closed out 0 0 — 0.16% — -11,865 -100.0% Q2 2025 Jul 22, 2025
CSS LLC/IL History Closed out 0 0 — 0.03% — -11,788 -100.0% Q2 2025 Aug 14, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.03% — -10,943 -100.0% Q2 2025 Aug 08, 2025
WHITTIER TRUST CO History Closed out 0 0 — 0.01% — -10,425 -100.0% Q2 2025 Jul 30, 2025
Heritage Family Offices, LLP History Closed out 0 0 — 0.32% — -9,956 -100.0% Q2 2025 Jul 09, 2025
EP Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -9,798 -100.0% Q2 2025 Aug 14, 2025
Capital Group Private Client Services, Inc. History Closed out 0 0 — 0.0% — -8,288 -100.0% Q2 2025 Aug 13, 2025
HARBOUR INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.22% — -8,214 -100.0% Q2 2025 Jul 31, 2025
Midwest Trust Co History Closed out 0 0 — 0.01% — -5,937 -100.0% Q2 2025 Aug 07, 2025
Choate Investment Advisors History Closed out 0 0 — 0.01% — -5,859 -100.0% Q2 2025 Aug 12, 2025
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 — 0.0% — -5,485 -100.0% Q2 2025 Jul 25, 2025
Focus Partners Wealth History Closed out 0 0 — 0.0% — -5,271 -100.0% Q2 2025 Aug 14, 2025
Atlas Private Wealth Advisors History Closed out 0 0 — 0.04% — -5,034 -100.0% Q2 2025 Aug 05, 2025
CAMBIAR INVESTORS LLC History Closed out 0 0 — 0.01% — -4,891 -100.0% Q2 2025 Aug 05, 2025
JANUS HENDERSON GROUP PLC History Closed out 0 0 — 0.0% — -4,766 -100.0% Q2 2025 Aug 14, 2025
Allworth Financial LP History Closed out 0 0 — 0.0% — -4,750 -100.0% Q2 2025 Aug 07, 2025
Good Steward Wealth Advisors,LLC History Closed out 0 0 — 0.22% — -4,649 -100.0% Q2 2025 Jul 07, 2025
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 — 0.02% — -4,247 -100.0% Q2 2025 Jul 11, 2025
GRIFFIN ASSET MANAGEMENT, INC. History Closed out 0 0 — 0.03% — -4,105 -100.0% Q2 2025 Jul 25, 2025
Warther Private Wealth, LLC History Closed out 0 0 — 0.07% — -4,101 -100.0% Q2 2025 Jul 30, 2025
Texas Capital Bank Wealth Management Services Inc History Closed out 0 0 — 0.02% — -4,026 -100.0% Q2 2025 Aug 13, 2025
KCM INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.01% — -3,943 -100.0% Q2 2025 Aug 06, 2025
Pallas Capital Advisors LLC History Closed out 0 0 — 0.01% — -3,897 -100.0% Q2 2025 Jul 09, 2025