iSHARES TRUST - ACWX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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
BANK OF AMERICA CORP /DE/ History Reduced 7,161,717 490,362 0.04% 0.04% 1 -76,711 -1.06% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 6,121,820 419,161 0.03% 0.02% 2 +785,134 14.71% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 5,501,207 376,667 5.15% — 3 +5,501,207 New Q1 2026 May 01, 2026
BlackRock, Inc. History Added to 4,612,061 315,787 0.01% 0.01% 4 +168,693 3.8% Q1 2026 May 13, 2026
UBS Group AG History Added to 3,570,520 244,473 0.04% 0.03% 5 +809,002 29.3% Q1 2026 May 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,152,154 147,357 0.04% 0.03% 6 +450,604 26.48% Q1 2026 May 04, 2026
JPMORGAN CHASE & CO History Added to 2,123,122 140,741 0.01% 0.0% 7 +1,268,872 148.54% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 1,801,870 123,374 0.14% 0.13% 8 +119,289 7.09% Q1 2026 May 14, 2026
GERMAN AMERICAN BANCORP, INC. History Added to 1,677,698 114,871 9.88% 9.22% 9 +65,595 4.07% Q1 2026 May 06, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,629,946 111,464 0.03% 0.03% 10 -273,810 -14.38% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 1,521,366 104,167 0.15% 0.09% 11 +583,164 62.16% Q1 2026 May 15, 2026
Sageworth Trust Co History Reduced 1,412,315 96,701 4.16% 4.09% 12 -11,463 -0.81% Q1 2026 Apr 29, 2026
Sand Hill Global Advisors, LLC History Added to 1,290,721 88,375 2.97% 0.29% 13 +1,168,514 956.18% Q1 2026 May 14, 2026
Winthrop Advisory Group LLC History Added to 1,270,962 87,022 7.11% 6.4% 14 +145,750 12.95% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 1,294,483 86,898 0.15% 0.15% 15 0 0.0% Q4 2025 Feb 12, 2026
Koss-Olinger Consulting, LLC History New 1,194,344 81,776 6.85% — 16 +1,194,344 New Q1 2026 May 07, 2026
GM Advisory Group, LLC History Added to 1,092,037 74,771 2.88% 2.68% 17 +73,782 7.25% Q1 2026 Apr 28, 2026
Calamos Advisors LLC History Added to 1,071,798 73,385 0.26% 0.01% 18 +1,035,798 2877.22% Q1 2026 May 04, 2026
NORTHERN TRUST CORP History Added to 1,060,215 72,592 0.01% 0.0% 19 +1,048,749 9146.6% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 1,077,223 72,313 0.34% 0.34% 20 0 0.0% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History Added to 1,033,585 70,769 2.43% 2.27% 21 +53,188 5.43% Q1 2026 May 04, 2026
LPL Financial LLC History Added to 1,007,279 68,968 0.02% 0.01% 22 +563,231 126.84% Q1 2026 May 06, 2026
MML INVESTORS SERVICES, LLC History Reduced 995,401 68,155 0.19% 0.17% 23 -53,415 -5.09% Q1 2026 May 04, 2026
WELLS FARGO & COMPANY/MN History Added to 961,195 65,812 0.01% 0.01% 24 +182,577 23.45% Q1 2026 May 11, 2026
TLWM History Added to 940,099 64,368 11.59% 9.54% 25 +163,383 21.04% Q1 2026 Apr 08, 2026
REGIONS FINANCIAL CORP History Reduced 933,709 63,931 0.42% 0.4% 26 -5,071 -0.54% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 867,021 59,364 0.01% 0.01% 27 -452,183 -34.28% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 857,041 58,679 0.1% 0.11% 28 -33,830 -3.8% Q1 2026 May 14, 2026
WESBANCO BANK INC History Added to 831,835 56,955 1.58% 1.39% 29 +77,372 10.26% Q1 2026 Apr 21, 2026
TOMPKINS FINANCIAL CORP History Added to 748,898 51,277 4.08% 2.42% 30 +285,297 61.54% Q1 2026 Apr 09, 2026
Waverly Advisors, LLC History Added to 731,003 50,051 0.37% 0.39% 31 +8,460 1.17% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 699,978 47,927 0.02% 0.02% 32 0 0.0% Q1 2026 May 12, 2026
AMG National Trust Bank History Added to 696,635 47,698 1.03% 1.1% 33 +486 0.07% Q1 2026 May 04, 2026
Johnson Financial Group, Inc. History Reduced 694,804 47,573 1.72% 1.81% 34 -24,182 -3.36% Q1 2026 May 07, 2026
Federation des caisses Desjardins du Quebec History Added to 669,479 45,839 0.16% 0.13% 35 +162,309 32.0% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 629,516 43,102 0.05% 0.05% 36 -35,659 -5.36% Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 562,554 38,518 0.04% 0.03% 37 +118,507 26.69% Q1 2026 May 13, 2026
WHI TRUST Co LLC History Added to 549,746 37,641 28.36% 27.32% 38 +21,581 4.09% Q1 2026 Apr 24, 2026
JENNISON ASSOCIATES LLC History Reduced 549,017 37,591 0.03% 0.03% 39 -288,157 -34.42% Q1 2026 May 06, 2026
PARK AVENUE SECURITIES LLC History Added to 536,012 36,701 0.29% 0.16% 40 +247,888 86.04% Q1 2026 Apr 07, 2026
BLAIR WILLIAM & CO/IL History Added to 527,619 36,126 0.1% 0.08% 41 +96,758 22.46% Q1 2026 May 08, 2026
Abundance Wealth Counselors History Reduced 512,359 35,081 5.03% 5.86% 42 -4,290 -0.83% Q1 2026 Apr 22, 2026
Physician Wealth Advisors, Inc. History New 491,882 33,679 4.69% — 43 +491,882 New Q1 2026 Apr 24, 2026
Itau Unibanco Holding S.A. History Added to 473,700 32,434 0.75% 0.7% 44 +40,600 9.37% Q1 2026 May 15, 2026
Resolute Advisors LLC History No change 473,497 32,420 13.4% 10.37% 45 0 0.0% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Added to 472,592 32,358 0.01% 0.01% 46 +9,313 2.01% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 471,698 31,665 0.01% 0.01% 47 -84,364 -15.17% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 456,360 31,246 0.01% 0.01% 48 +101,632 28.65% Q1 2026 May 14, 2026
Integrated Advisors Network LLC History Added to 456,042 31,225 1.64% 1.13% 49 +75,083 19.71% Q1 2026 Apr 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 455,421 31,182 0.15% 0.11% 50 +161,436 54.91% Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History Added to 440,482 30,159 0.17% 0.0% 51 +436,517 11009.26% Q1 2026 May 15, 2026
Premier Path Wealth Partners, LLC History Added to 439,844 30,116 3.92% 2.35% 52 +169,293 62.57% Q1 2026 Apr 23, 2026
Kestra Advisory Services, LLC History Reduced 439,001 30,058 0.11% 0.13% 53 -28,704 -6.14% Q1 2026 Apr 30, 2026
Ensign Peak Advisors, Inc History No change 436,044 29,855 0.06% 0.05% 54 0 0.0% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 432,819 29,635 0.01% 0.01% 55 +35,050 8.81% Q1 2026 May 13, 2026
Cadence Bank History No change 437,986 29,401 1.72% 1.72% 56 0 0.0% Q4 2025 Jan 30, 2026
Capital Investment Advisors, LLC History Reduced 429,042 29,376 0.43% 0.44% 57 -3,786 -0.87% Q1 2026 Apr 17, 2026
OSAIC HOLDINGS, INC. History Added to 428,458 29,336 0.04% 0.02% 58 +184,336 75.51% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 426,295 29,188 0.01% 0.05% 59 +139,095 48.43% Q1 2026 May 04, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 410,680 28,119 0.17% 0.2% 60 -47,200 -10.31% Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 395,844 27,103 0.12% 0.06% 61 +180,913 84.17% Q1 2026 May 08, 2026
Financial Council, LLC History Added to 387,256 26,515 10.23% 5.65% 62 +176,527 83.77% Q1 2026 Apr 21, 2026
ROYAL BANK OF CANADA History Reduced 366,241 25,075 0.0% 0.01% 63 -487,277 -57.09% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 347,407 23,786 0.04% 0.02% 64 +154,795 80.37% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 346,431 23,720 0.13% 0.13% 65 +9,132 2.71% Q1 2026 Apr 30, 2026
Cornerstone Wealth Group, LLC History Reduced 302,240 21,990 1.41% 1.41% 66 -4,493 -1.46% Q1 2026 Apr 22, 2026
Merit Financial Group, LLC History Reduced 316,932 21,700 0.16% 0.2% 67 -51,344 -13.94% Q1 2026 Apr 15, 2026
HighTower Advisors, LLC History Added to 316,643 21,680 0.02% 0.02% 68 +13,104 4.32% Q1 2026 May 05, 2026
Heritage Wealth Advisors History No change 308,971 21,155 0.83% 0.79% 69 0 0.0% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History New 305,845 20,941 0.04% — 70 +305,845 New Q1 2026 May 01, 2026
Proficio Capital Partners LLC History New 302,005 20,678 1.1% — 71 +302,005 New Q1 2026 May 14, 2026
CWM, LLC History Added to 289,450 19,818 0.05% 0.05% 72 +10,351 3.71% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 282,189 19,322 0.05% 0.04% 73 +4,241 1.53% Q1 2026 Apr 22, 2026
Madrona Financial Services, LLC History Added to 281,781 19,293 4.22% 2.82% 74 +85,186 43.33% Q1 2026 Apr 14, 2026
COMERICA BANK History No change 286,298 19,219 0.08% 0.08% 75 0 0.0% Q4 2025 Jan 29, 2026
Gotham Asset Management, LLC History Added to 267,998 18,349 0.06% 0.05% 76 +52,757 24.51% Q1 2026 May 15, 2026
Atwater Malick LLC History Added to 264,329 18,098 4.89% 4.2% 77 +37,509 16.54% Q1 2026 Apr 22, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 263,169 18,019 0.19% 0.2% 78 +22,828 9.5% Q1 2026 May 12, 2026
Mariner, LLC History Reduced 257,821 17,652 0.02% 0.02% 79 -6,461 -2.44% Q1 2026 May 13, 2026
Dixon Mitchell Investment Counsel Inc. History No change 254,500 17,425 0.61% 0.56% 80 0 0.0% Q1 2026 May 14, 2026
Mill Creek Capital Advisors, LLC History No change 246,494 16,877 0.35% 0.34% 81 0 0.0% Q1 2026 May 14, 2026
Horst & Graben Wealth Management LLC History New 229,400 16,789 2.3% — 82 +229,400 New Q1 2026 Apr 28, 2026
Rockefeller Capital Management L.P. History Added to 243,954 16,703 0.03% 0.02% 83 +70,152 40.36% Q1 2026 May 14, 2026
Legacy Private Trust Co. History Reduced 231,222 15,831 0.97% 0.97% 84 -15,271 -6.2% Q1 2026 Apr 07, 2026
Bank of New York Mellon Corp History Added to 229,895 15,740 0.0% 0.0% 85 +115,126 100.31% Q1 2026 May 05, 2026
Sandbox Financial Partners, LLC History Added to 223,917 15,331 4.31% 2.19% 86 +106,052 89.98% Q1 2026 Apr 08, 2026
Spire Wealth Management History Reduced 219,671 15,040 0.51% 0.51% 87 -7,759 -3.41% Q1 2026 Apr 22, 2026
Corient Private Wealth LLC History Added to 396,402 14,970 0.02% 0.03% 88 +36,680 10.2% Q1 2026 May 15, 2026
FMR LLC History Added to 218,606 14,967 0.0% 0.0% 89 +13,661 6.67% Q1 2026 May 15, 2026
WHITTIER TRUST CO History Added to 214,958 14,896 0.17% 0.13% 90 +37,615 21.21% Q1 2026 Apr 28, 2026
Atlantic Union Bankshares Corp History Added to 211,992 14,515 0.28% 0.26% 91 +4,336 2.09% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 210,866 14,438 0.02% 0.01% 92 +96,910 85.04% Q1 2026 Apr 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 196,174 14,140 0.25% 0.06% 93 +176,396 891.88% Q1 2026 May 01, 2026
BAILARD, INC. History Reduced 205,696 14,084 0.32% 0.32% 94 -6,698 -3.15% Q1 2026 May 11, 2026
FSA WEALTH PARTNERS, INC. History Reduced 197,399 13,515 6.43% 10.0% 95 -217,125 -52.38% Q1 2026 Apr 27, 2026
Clearstead Advisors, LLC History Added to 196,245 13,436 0.12% 0.07% 96 +117,705 149.87% Q1 2026 May 06, 2026
CMH Wealth Management LLC History Added to 194,199 13,296 2.28% 2.75% 97 +3,070 1.61% Q1 2026 Apr 13, 2026
Lido Advisors, LLC History Added to 189,648 12,985 0.04% 0.04% 98 +1,930 1.03% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 187,191 12,816 0.02% 0.02% 99 -64,511 -25.63% Q1 2026 Apr 27, 2026
IEQ CAPITAL, LLC History Added to 183,318 12,551 0.06% 0.03% 100 +52,023 39.62% Q1 2026 May 14, 2026
FFG Partners, LLC History Added to 182,757 12,513 4.95% 2.37% 101 +60,732 49.77% Q1 2026 Apr 17, 2026
One Wealth Advisors, LLC History New 182,313 12,482 1.55% — 102 +182,313 New Q1 2026 Apr 21, 2026
Arcadia Wealth Management, LLC History Added to 181,809 12,448 4.5% 3.71% 103 +33,253 22.38% Q1 2026 Apr 27, 2026
Pitcairn Wealth Advisors LLC History No change 174,436 11,709 1.08% 1.05% 104 0 0.0% Q1 2026 May 13, 2026
Creative Planning History Added to 168,960 11,568 0.01% 0.01% 105 +16,556 10.86% Q1 2026 May 12, 2026
Cassia Capital Partners, LLC History Added to 166,525 11,401 5.86% 4.96% 106 +29,895 21.88% Q1 2026 Apr 24, 2026
CUMBERLAND ADVISORS INC History Reduced 165,855 11,356 4.44% 4.27% 107 -1,930 -1.15% Q1 2026 Apr 27, 2026
CFS Investment Advisory Services, LLC History New 151,255 11,263 0.78% — 108 +151,255 New Q1 2026 Apr 29, 2026
Trust Co History Added to 163,622 11,203 1.05% 1.02% 109 +1,963 1.21% Q1 2026 Apr 13, 2026
Beacon Pointe Advisors, LLC History Added to 162,064 11,096 0.06% 0.01% 110 +140,214 641.71% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 159,438 10,916 0.01% 0.01% 111 -14,043 -8.09% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 148,459 10,165 0.03% 0.02% 112 +36,921 33.1% Q1 2026 Apr 30, 2026
ICONIQ Capital, LLC History No change 146,489 10,030 0.22% 0.15% 113 0 0.0% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 140,308 9,606 0.02% 0.01% 114 +102,597 272.06% Q1 2026 May 06, 2026
Envestnet Portfolio Solutions, Inc. History Added to 140,070 9,590 0.05% 0.03% 115 +9,074 6.93% Q1 2026 Apr 29, 2026
CIBC Bancorp USA Inc. History New 138,640 9,532 0.01% — 116 +138,640 New Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 137,402 9,471 0.02% 0.01% 117 +34,864 34.0% Q1 2026 Apr 08, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 136,270 9,330 0.49% 0.48% 118 -1,750 -1.27% Q1 2026 Apr 27, 2026
NISA INVESTMENT ADVISORS, LLC History No change 135,300 9,263 0.03% 0.03% 119 0 0.0% Q1 2026 Apr 30, 2026
Charter Oak Capital Management, LLC History Reduced 130,501 8,935 0.69% 0.69% 120 -4,550 -3.37% Q1 2026 Apr 24, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 129,126 8,841 0.07% 0.08% 121 -8,363 -6.08% Q1 2026 May 01, 2026
Goelzer Investment Management, Inc. History Reduced 127,204 8,709 0.42% 1.32% 122 -297,825 -70.07% Q1 2026 Apr 09, 2026
GLOBALT Investments LLC / GA History No change 125,055 8,562 0.31% 0.31% 123 0 0.0% Q1 2026 May 15, 2026
MARTIN & CO INC /TN/ History Added to 124,347 8,514 1.45% 1.41% 124 +2,015 1.65% Q1 2026 May 13, 2026
SENTINEL TRUST CO LBA History Reduced 123,757 8,474 0.84% 0.82% 125 -244 -0.2% Q1 2026 May 07, 2026
Hopwood Financial Services, Inc. History New 123,444 8,452 5.7% — 126 +123,444 New Q1 2026 May 07, 2026
Midwestern Financial, LLC /IA History Added to 120,651 8,260 6.5% 5.65% 127 +18,903 18.58% Q1 2026 May 05, 2026
BANK OF NOVA SCOTIA History New 119,920 8,210 0.01% — 128 +119,920 New Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 118,150 8,089 0.0% 0.0% 129 +50,191 73.85% Q1 2026 May 15, 2026
Mayflower Financial Advisors, LLC History Added to 117,232 8,026 0.97% 0.26% 130 +85,026 264.01% Q1 2026 Apr 23, 2026
Ausdal Financial Partners, Inc. History New 115,469 7,906 0.35% — 131 +115,469 New Q1 2026 May 12, 2026
CITIGROUP INC History Added to 112,509 7,703 0.0% 0.0% 132 +48,338 75.33% Q1 2026 May 11, 2026
Apella Capital, LLC History Reduced 103,308 7,693 0.11% 0.14% 133 -4,348 -4.04% Q1 2026 Apr 20, 2026
Scarborough Advisors, LLC History New 112,335 7,691 0.84% — 134 +112,335 New Q1 2026 May 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 110,079 7,537 0.09% 0.1% 135 0 0.0% Q1 2026 May 08, 2026
AE Wealth Management LLC History Added to 108,882 7,455 0.04% 0.0% 136 +108,419 23416.63% Q1 2026 May 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 108,337 7,417 0.34% 0.17% 137 +63,132 139.66% Q1 2026 Apr 15, 2026
Advisory Services Network, LLC History Added to 107,031 7,328 0.1% 0.07% 138 +36,886 52.59% Q1 2026 May 15, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 106,750 7,309 0.5% 0.49% 139 -779 -0.72% Q1 2026 May 13, 2026
Orion Porfolio Solutions, LLC History Added to 105,858 7,248 0.06% 0.04% 140 +24,035 29.37% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 104,400 7,149 0.0% 0.0% 141 -142,840 -57.77% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 103,298 7,072 0.04% 0.03% 142 +27,485 36.25% Q1 2026 May 08, 2026
Clarendon Private LLC History Added to 99,715 6,827 5.24% 4.25% 143 +25,065 33.58% Q1 2026 May 11, 2026
SAGE FINANCIAL GROUP INC History Reduced 98,757 6,761 0.44% 0.44% 144 -841 -0.84% Q1 2026 May 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 98,306 6,731 0.34% 0.32% 145 0 0.0% Q1 2026 May 07, 2026
Blue Trust, Inc. History Reduced 97,375 6,667 0.08% 0.08% 146 -2,176 -2.19% Q1 2026 Apr 20, 2026
Sanctuary Advisors, LLC History Added to 95,361 6,529 0.04% 0.02% 147 +32,985 52.88% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 94,524 6,472 0.0% 0.0% 148 +91,324 2853.88% Q1 2026 May 15, 2026
Adams Wealth Management History Added to 93,786 6,421 1.41% 1.34% 149 +532 0.57% Q1 2026 May 11, 2026
CacheTech Inc. History Added to 93,786 6,421 1.24% 1.16% 150 +532 0.57% Q1 2026 May 11, 2026
HANCOCK WHITNEY CORP History Added to 87,082 6,411 0.11% 0.1% 151 +1,111 1.29% Q1 2026 May 15, 2026
Procyon Advisors, LLC History Added to 93,626 6,410 0.31% 0.07% 152 +73,967 376.25% Q1 2026 May 04, 2026
Hobbs Wealth Management, LLC History New 93,343 6,391 6.32% — 153 +93,343 New Q1 2026 Apr 28, 2026
Belpointe Asset Management LLC History Added to 91,921 6,293 0.23% 0.17% 154 +22,043 31.54% Q1 2026 Apr 28, 2026
FACTORY MUTUAL INSURANCE CO History No change 90,000 6,162 0.07% 0.06% 155 0 0.0% Q1 2026 May 05, 2026
SUMMITPOINT CAPITAL MANAGEMENT History New 90,132 6,050 7.68% — 156 +90,132 New Q1 2026 May 07, 2026
TODD ASSET MANAGEMENT LLC History Added to 88,074 6,030 0.12% 0.1% 157 +13,185 17.61% Q1 2026 May 12, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 88,049 6,028 4.0% 3.99% 158 -79 -0.09% Q1 2026 May 04, 2026
Pathstone Holdings, LLC History Added to 87,243 5,973 0.02% 0.02% 159 +25,531 41.37% Q1 2026 May 11, 2026
Waterloo Capital, L.P. History Reduced 87,100 5,963 0.42% 0.43% 160 -1,406 -1.59% Q1 2026 May 12, 2026
Arcus Capital Partners, LLC History Reduced 86,196 5,901 2.12% 2.12% 161 -1,616 -1.84% Q1 2026 May 06, 2026
Smith & Howard Wealth Management, LLC History Added to 84,967 5,817 1.26% 1.28% 162 +354 0.42% Q1 2026 Apr 27, 2026
Ehrenkranz Partners L.P. History Added to 78,246 5,357 4.24% 5.43% 163 +6,908 9.68% Q1 2026 May 15, 2026
Investment Research Partners LLC History Added to 76,855 5,262 2.14% 2.13% 164 +3,050 4.13% Q1 2026 Apr 29, 2026
Daviman Financial, LLC History New 76,773 5,256 3.11% — 165 +76,773 New Q1 2026 Apr 23, 2026
Ballentine Partners, LLC History Reduced 76,071 5,208 0.07% 0.07% 166 -77 -0.1% Q1 2026 May 14, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 74,614 5,108 0.11% 0.1% 167 +442 0.6% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 73,406 5,026 0.08% 0.07% 168 +1,429 1.99% Q1 2026 Apr 07, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 75,188 5,006 0.15% 0.08% 169 +36,590 94.8% Q1 2026 May 11, 2026
Rathbones Group PLC History Added to 73,014 4,999 0.02% 0.02% 170 +710 0.98% Q1 2026 May 12, 2026
FourThought Financial Partners, LLC History Added to 72,840 4,987 0.43% 0.38% 171 +5,347 7.92% Q1 2026 May 07, 2026
Atria Investments, Inc History Reduced 72,585 4,969 0.06% 0.06% 172 -8,426 -10.4% Q1 2026 May 05, 2026
C M BIDWELL & ASSOCIATES LTD History No change 71,192 4,874 2.28% 2.26% 173 0 0.0% Q1 2026 May 14, 2026
Gen-Wealth Partners Inc History New 71,142 4,871 1.53% — 174 +71,142 New Q1 2026 May 08, 2026
Asempa Wealth Advisors History Added to 68,062 4,722 4.11% 3.07% 175 +15,059 28.41% Q1 2026 Apr 08, 2026
FIDUCIARY TRUST CO History Reduced 67,927 4,650 0.05% 0.05% 176 -1,577 -2.27% Q1 2026 May 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 67,792 4,641 0.1% 0.09% 177 0 0.0% Q1 2026 May 15, 2026
St. Louis Trust Co History Reduced 66,268 4,537 0.53% 0.52% 178 -893 -1.33% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Added to 65,477 4,483 0.05% 0.05% 179 +6,249 10.55% Q1 2026 Apr 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 65,085 4,456 0.32% 0.06% 180 +53,003 438.69% Q1 2026 May 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 63,226 4,381 0.09% 0.09% 181 -1,045 -1.63% Q1 2026 Apr 28, 2026
Hapanowicz & Associates Financial Services, Inc History Reduced 63,296 4,333 1.72% 1.87% 182 -7,977 -11.19% Q1 2026 Apr 28, 2026
Empowered Funds, LLC History New 62,948 4,310 0.03% — 183 +62,948 New Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Added to 62,809 4,300 0.0% 0.0% 184 +34,010 118.09% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Added to 62,015 4,246 0.01% 0.01% 185 +7,525 13.81% Q1 2026 May 15, 2026
MILESTONE ASSET MANAGEMENT, LLC History New 60,303 4,128 0.76% — 187 +60,303 New Q1 2026 Apr 15, 2026
NDWM LLC History New 60,300 4,128 2.68% — 186 +60,300 New Q1 2026 Apr 24, 2026
QUADRANT CAPITAL GROUP LLC History Added to 60,055 4,111 0.12% 0.12% 188 +4 0.01% Q1 2026 May 13, 2026
CONNABLE OFFICE INC History Added to 59,892 4,100 0.4% 0.27% 189 +16,048 36.6% Q1 2026 Apr 29, 2026
Arkadios Wealth Advisors History Added to 59,828 4,096 0.07% 0.08% 190 +918 1.56% Q1 2026 May 18, 2026
Equitable Holdings, Inc. History Added to 60,865 4,085 0.03% 0.01% 191 +32,817 117.0% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 59,294 4,059 0.02% 0.01% 192 +30,528 106.13% Q1 2026 Apr 24, 2026
EASTERN BANK History Reduced 59,280 4,058 0.07% 0.07% 193 -452 -0.76% Q1 2026 Apr 07, 2026
CURTIS WEALTH MANAGEMENT LLC History New 58,543 4,008 3.76% — 194 +58,543 New Q1 2026 May 08, 2026
Presidio Capital Management, LLC History Added to 58,414 3,999 1.16% 0.72% 195 +22,631 63.25% Q1 2026 Apr 08, 2026
BESSEMER GROUP INC History Added to 58,132 3,980 0.01% 0.0% 196 +39,227 207.5% Q1 2026 May 06, 2026
Tradition Wealth Management, LLC History New 57,922 3,965 0.28% — 197 +57,922 New Q1 2026 May 15, 2026
M.D. Sass, LLC History Reduced 57,340 3,926 0.3% 0.32% 198 -3,260 -5.38% Q1 2026 May 14, 2026
VERITY Wealth Advisors History No change 56,343 3,857 2.58% 2.35% 199 0 0.0% Q1 2026 Apr 09, 2026
Quantinno Capital Management LP History Added to 56,034 3,836 0.01% 0.01% 200 +11,970 27.17% Q1 2026 May 15, 2026
CERTUITY, LLC History No change 54,638 3,741 0.25% 0.23% 201 0 0.0% Q1 2026 May 11, 2026
Dentgroup LLC History No change 55,409 3,719 2.55% 2.55% 202 0 0.0% Q4 2025 Jan 28, 2026
Savant Capital, LLC History New 53,787 3,682 0.02% — 203 +53,787 New Q1 2026 May 04, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 53,649 3,673 0.35% 0.17% 204 +22,001 69.52% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 52,938 3,624 0.0% — 205 +52,938 New Q1 2026 May 15, 2026
SVB WEALTH LLC History Reduced 52,839 3,617 0.24% 0.22% 206 -3,180 -5.68% Q1 2026 Apr 17, 2026
NTV ASSET MANAGEMENT LLC History Reduced 51,578 3,531 0.39% 0.37% 207 -166 -0.32% Q1 2026 Apr 28, 2026
BlueStem Wealth Partners, LLC History New 51,339 3,515 0.39% — 208 +51,339 New Q1 2026 May 07, 2026
Strategic Wealth Partners, Ltd. History Added to 50,860 3,482 0.24% 0.18% 209 +12,044 31.03% Q1 2026 May 12, 2026
Fluent Financial, LLC History Added to 47,540 3,459 1.27% 1.22% 210 +8 0.02% Q1 2026 Apr 15, 2026
INVESTED ADVISORS History Added to 50,230 3,439 3.47% 3.06% 211 +6,165 13.99% Q1 2026 Apr 29, 2026
Aaron Wealth Advisors LLC History Reduced 50,031 3,425 0.19% 0.18% 212 -214 -0.43% Q1 2026 Apr 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 51,492 3,415 0.0% 0.0% 213 +5,833 12.78% Q1 2026 May 15, 2026
Avail Investment Partners, LLC History New 49,500 3,389 3.62% — 214 +49,500 New Q1 2026 May 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 48,692 3,333 0.08% 0.01% 215 +44,871 1174.33% Q1 2026 May 11, 2026
Brightwater Advisory LLC History Reduced 48,224 3,301 2.18% 2.2% 216 -369 -0.76% Q1 2026 Apr 30, 2026
&PARTNERS History Added to 48,067 3,291 0.02% 0.0% 217 +34,143 245.21% Q1 2026 May 15, 2026
Sageworth Trust Co of South Dakota History Reduced 47,887 3,278 2.6% 2.68% 218 -996 -2.04% Q1 2026 Apr 29, 2026
Red Tortoise LLC History No change 47,050 3,221 1.34% 1.34% 219 0 0.0% Q1 2026 Apr 21, 2026
Patriot Financial Group Insurance Agency, LLC History New 46,864 3,208 0.18% — 221 +46,864 New Q1 2026 Apr 22, 2026
Pinnacle Financial Partners, Inc. History No change 46,861 3,208 0.02% 0.02% 220 0 0.0% Q1 2026 May 14, 2026
OAK FAMILY ADVISORS, LLC History Added to 46,756 3,201 0.9% 0.85% 222 +614 1.33% Q1 2026 Apr 20, 2026
RWA WEALTH PARTNERS, LLC History Added to 46,347 3,173 0.03% 0.03% 223 +1,327 2.95% Q1 2026 May 13, 2026
EPIQ PARTNERS, LLC History Added to 46,303 3,170 1.48% 1.09% 224 +11,408 32.69% Q1 2026 Apr 09, 2026
SIMON QUICK ADVISORS, LLC History Reduced 46,158 3,160 0.14% 0.14% 225 -1,159 -2.45% Q1 2026 May 06, 2026
Sharkey, Howes & Javer History New 45,767 3,133 0.42% — 226 +45,767 New Q1 2026 Apr 08, 2026
Sierra Capital LLC History Reduced 45,494 3,115 0.34% 0.4% 227 -10,880 -19.3% Q1 2026 May 15, 2026
HARDING LOEVNER LP History Reduced 44,490 3,046 0.03% 0.17% 228 -238,694 -84.29% Q1 2026 May 15, 2026
Badgley Phelps Wealth Managers, LLC History No change 44,407 3,040 0.06% 0.05% 229 0 0.0% Q1 2026 Apr 15, 2026
Graves Light Lenhart Wealth, Inc. History No change 44,169 3,024 0.31% 0.31% 230 0 0.0% Q1 2026 Apr 08, 2026
Central Pacific Bank - Trust Division History Reduced 44,105 3,019 0.39% 0.37% 231 -680 -1.52% Q1 2026 Apr 07, 2026
Allspring Global Investments Holdings, LLC History Reduced 43,915 3,006 0.01% 0.01% 232 -20,015 -31.31% Q1 2026 May 05, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 43,258 2,961 0.75% 0.81% 233 +5,024 13.14% Q1 2026 May 08, 2026
Baird Financial Group, Inc. History Reduced 42,720 2,925 0.0% 0.0% 234 -49 -0.11% Q1 2026 May 14, 2026
Haverford Trust Co History No change 42,607 2,917 0.03% 0.03% 235 0 0.0% Q1 2026 May 11, 2026
Chatterton & Associates Inc. History New 40,202 2,898 2.03% — 236 +40,202 New Q1 2026 Apr 20, 2026
Philip James Wealth Mangement, LLC History Reduced 41,983 2,874 0.33% 0.36% 237 -4,642 -9.96% Q1 2026 Apr 28, 2026
Prosperity Consulting Group, LLC History Added to 40,873 2,798 0.12% 0.12% 238 +308 0.76% Q1 2026 May 05, 2026
CITY HOLDING CO History Added to 40,765 2,791 0.35% 0.32% 239 +2,090 5.4% Q1 2026 Apr 15, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 40,374 2,764 0.33% 0.23% 240 +9,374 30.24% Q1 2026 May 11, 2026
SYNTAX RESEARCH, INC. History Reduced 40,104 2,745 1.75% 1.7% 241 -872 -2.13% Q1 2026 Apr 24, 2026
Farther Finance Advisors, LLC History Added to 39,077 2,711 0.03% 0.01% 242 +26,110 201.36% Q1 2026 Apr 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 38,909 2,664 0.04% 0.01% 243 +23,909 159.39% Q1 2026 May 15, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 38,427 2,631 0.06% 0.05% 244 +5,617 17.12% Q1 2026 May 13, 2026
Redwood Investment Management, LLC History New 38,032 2,604 0.32% — 245 +38,032 New Q1 2026 May 14, 2026
Atlas Legacy Advisors, LLC History Added to 37,506 2,568 0.47% 0.31% 246 +10,713 39.98% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 37,274 2,552 0.0% 0.0% 247 +1,858 5.25% Q1 2026 May 15, 2026
THEORY FINANCIAL LLC History New 37,246 2,550 0.89% — 248 +37,246 New Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Added to 36,951 2,530 0.0% 0.0% 249 +1,917 5.47% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 36,954 2,530 0.14% 0.14% 250 -383 -1.03% Q1 2026 Apr 20, 2026
FIRST NATIONAL TRUST CO History Reduced 35,765 2,448 0.08% 0.09% 251 -6,441 -15.26% Q1 2026 May 07, 2026
NIXON PEABODY TRUST CO History Added to 35,690 2,443 0.19% 0.17% 252 +2,500 7.53% Q1 2026 Apr 27, 2026
Park Edge Advisors, LLC History Reduced 35,311 2,417 0.56% 0.77% 253 -15,069 -29.91% Q1 2026 Apr 20, 2026
Astoria Strategic Wealth, Inc. History Reduced 34,121 2,336 0.59% 0.58% 254 -21 -0.06% Q1 2026 Apr 17, 2026
ARS Investment Partners, LLC History Added to 34,058 2,331 0.12% 0.06% 255 +17,662 107.72% Q1 2026 Apr 16, 2026
Fund Evaluation Group, LLC History Reduced 33,728 2,309 0.07% 0.08% 256 -2,445 -6.76% Q1 2026 May 08, 2026
BIP Wealth, LLC History Reduced 33,320 2,281 0.09% 0.08% 257 -569 -1.68% Q1 2026 Apr 27, 2026
RiverFront Investment Group, LLC History Reduced 33,172 2,271 0.04% 0.04% 258 -647 -1.91% Q1 2026 May 11, 2026
STOCK YARDS BANK & TRUST CO History Added to 33,094 2,265 0.07% 0.05% 259 +8,132 32.58% Q1 2026 Apr 24, 2026
Allen Investment Management, LLC History No change 32,989 2,258 0.03% 0.02% 260 0 0.0% Q1 2026 May 07, 2026
Oakworth Capital, Inc. History No change 31,852 2,180 0.12% 0.12% 261 0 0.0% Q1 2026 Apr 24, 2026
FIRETHORN WEALTH PARTNERS, LLC History New 31,268 2,140 0.78% — 262 +31,268 New Q1 2026 Apr 09, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History New 31,100 2,129 0.15% — 264 +31,100 New Q1 2026 May 15, 2026
WEST PACES ADVISORS INC. History No change 31,099 2,129 0.41% 0.4% 263 0 0.0% Q1 2026 May 05, 2026
Fortis Capital Advisors, LLC History Reduced 31,045 2,125 0.28% 0.38% 265 -7,045 -18.5% Q1 2026 Apr 28, 2026
TWO SIGMA SECURITIES, LLC History New 30,680 2,100 0.24% — 266 +30,680 New Q1 2026 May 15, 2026
Community Bank, N.A. History Reduced 30,588 2,094 0.25% 0.25% 267 -398 -1.28% Q1 2026 May 12, 2026
BARCLAYS PLC History New 30,000 2,054 0.0% — 268 +30,000 New Q1 2026 May 14, 2026
WealthPLAN Partners, LLC History New 29,881 2,045 0.4% — 269 +29,881 New Q1 2026 Apr 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 29,391 2,012 0.0% — 271 +29,391 New Q1 2026 May 01, 2026
Bedel Financial Consulting, Inc. History Added to 29,394 2,012 0.23% 0.21% 270 +311 1.07% Q1 2026 May 04, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History New 29,044 1,988 0.67% — 272 +29,044 New Q1 2026 Apr 16, 2026
Maia Wealth LLC History New 28,825 1,973 0.33% — 273 +28,825 New Q1 2026 May 08, 2026
Wagner Wealth Management, Corp History New 28,219 1,932 1.73% — 274 +28,219 New Q1 2026 May 05, 2026
Crestwood Advisors Group, LLC History New 28,178 1,929 0.03% — 275 +28,178 New Q1 2026 May 05, 2026
NorthCoast Asset Management LLC History Added to 28,060 1,921 0.04% 0.04% 276 +3,199 12.87% Q1 2026 May 13, 2026
Ramirez Asset Management, Inc. History Reduced 27,921 1,912 0.23% 0.36% 277 -12,687 -31.24% Q1 2026 May 12, 2026
Hardy Reed LLC History No change 27,858 1,907 0.14% 0.13% 278 0 0.0% Q1 2026 Apr 28, 2026
Strategic Blueprint, LLC History Added to 27,684 1,895 0.11% 0.08% 279 +7,470 36.95% Q1 2026 Apr 29, 2026
CHEMUNG CANAL TRUST CO History No change 27,650 1,893 0.38% 0.37% 280 0 0.0% Q1 2026 Apr 22, 2026
Neuberger Berman Group LLC History New 27,093 1,855 0.0% — 281 +27,093 New Q1 2026 May 14, 2026
CIM, LLC History Added to 26,597 1,821 0.26% 0.23% 282 +2 0.01% Q1 2026 May 18, 2026
Navigation Group, LLC History New 26,136 1,789 0.42% — 283 +26,136 New Q1 2026 May 05, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 26,047 1,783 0.07% 0.03% 284 +13,453 106.82% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 26,556 1,782 0.03% 0.03% 285 0 0.0% Q4 2025 Feb 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 26,024 1,781 0.14% 0.18% 286 -9,183 -26.08% Q1 2026 Apr 23, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 25,676 1,758 0.01% 0.04% 287 -101,085 -79.74% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 24,532 1,732 0.0% 0.02% 288 -117,530 -82.73% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 25,200 1,725 0.0% 0.0% 289 +5,900 30.57% Q1 2026 May 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 24,993 1,711 0.03% 0.03% 290 -1,438 -5.44% Q1 2026 May 05, 2026
DKM Wealth Management, Inc. History Added to 24,880 1,703 1.23% 0.9% 292 +6,937 38.66% Q1 2026 Apr 10, 2026
ROVIN CAPITAL /UT/ /ADV History No change 25,372 1,703 0.45% 0.45% 291 0 0.0% Q4 2025 Feb 09, 2026
XY Planning Network, Inc. History New 24,396 1,692 0.27% — 293 +24,396 New Q1 2026 Apr 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 24,574 1,682 0.0% 0.0% 294 -1,940 -7.32% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 24,337 1,666 0.03% 0.03% 295 +145 0.6% Q1 2026 May 07, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 24,131 1,652 0.6% 0.64% 296 0 0.0% Q1 2026 Apr 14, 2026
Leo Wealth, LLC History Added to 24,117 1,651 0.12% 0.11% 297 +510 2.16% Q1 2026 May 05, 2026
Cassaday & Co Wealth Management LLC History No change 24,094 1,649 0.04% 0.03% 298 0 0.0% Q1 2026 May 07, 2026
NWAM LLC History Added to 23,663 1,620 0.09% 0.05% 299 +10,582 80.9% Q1 2026 May 04, 2026
WEALTHGARDEN F.S. LLC History New 23,637 1,618 1.1% — 300 +23,637 New Q1 2026 May 04, 2026
UMB Bank, n.a. History No change 23,306 1,595 0.02% 0.02% 301 0 0.0% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History New 22,929 1,569 0.05% — 302 +22,929 New Q1 2026 May 07, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 22,866 1,565 0.08% 0.09% 303 -1,695 -6.9% Q1 2026 May 07, 2026
Compound Planning, Inc. History New 22,574 1,545 0.05% — 304 +22,574 New Q1 2026 May 14, 2026
NewEdge Wealth, LLC History Reduced 22,256 1,523 0.02% 0.05% 305 -48,365 -68.49% Q1 2026 May 13, 2026
WealthTrak Capital Management LLC History New 22,103 1,513 1.08% — 306 +22,103 New Q1 2026 May 12, 2026
Topsail Wealth Management, LLC History No change 21,949 1,502 0.22% 0.22% 307 0 0.0% Q1 2026 Apr 21, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 21,899 1,499 0.25% 0.42% 308 -15,796 -41.9% Q1 2026 Apr 08, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 21,906 1,499 0.44% 0.43% 309 0 0.0% Q1 2026 May 01, 2026
Merkkuri Wealth Advisors LLC History New 21,732 1,487 0.98% — 310 +21,732 New Q1 2026 Apr 21, 2026
OFS Enterprise LLC History New 21,652 1,482 0.44% — 312 +21,652 New Q1 2026 Apr 09, 2026
OAK ASSOCIATES LTD /OH/ History No change 21,658 1,482 0.1% 0.09% 311 0 0.0% Q1 2026 May 14, 2026
ORG Partners LLC History No change 21,934 1,472 0.26% 0.26% 313 0 0.0% Q4 2025 Jan 14, 2026
Legacy Advisors, LLC History Reduced 21,431 1,467 0.17% 0.16% 314 -794 -3.57% Q1 2026 May 05, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 21,323 1,459 0.5% 0.54% 315 +1,156 5.73% Q1 2026 May 14, 2026
Callan Family Office, LLC History Reduced 21,232 1,453 0.03% 0.28% 316 -176,350 -89.25% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 21,099 1,444 0.0% 0.0% 317 +120 0.57% Q1 2026 May 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,057 1,441 0.01% 0.01% 318 0 0.0% Q1 2026 May 12, 2026
SUTTON PLACE INVESTORS LLC History New 20,623 1,412 0.77% — 319 +20,623 New Q1 2026 Apr 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 20,374 1,395 0.0% 0.0% 320 +20,128 8182.11% Q1 2026 May 13, 2026
VERUS CAPITAL PARTNERS, LLC History New 20,312 1,390 0.09% — 321 +20,312 New Q1 2026 May 21, 2026
Prime Capital Investment Advisors, LLC History Reduced 20,227 1,384 0.02% 0.02% 322 -4,058 -16.71% Q1 2026 May 08, 2026
Vann Equity Management LLC History New 20,152 1,379 0.98% — 325 +20,152 New Q1 2026 May 08, 2026
NATIXIS ADVISORS, LLC History Added to 20,144 1,379 0.0% 0.0% 323 +5,633 38.82% Q1 2026 May 13, 2026
Gutierrez Wealth Advisory, LLC History No change 20,140 1,379 0.86% 0.85% 324 0 0.0% Q1 2026 Apr 21, 2026
FIRST HORIZON CORP History Reduced 19,988 1,368 0.06% 0.06% 326 -1,075 -5.1% Q1 2026 Apr 30, 2026
Stonebridge Capital Advisors LLC History Reduced 19,825 1,357 0.09% 0.1% 327 -640 -3.13% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 19,534 1,337 0.01% 0.01% 328 +1,513 8.4% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History New 19,443 1,331 0.03% — 329 +19,443 New Q1 2026 May 14, 2026
Signet Private Wealth LLC History New 19,141 1,310 1.25% — 330 +19,141 New Q1 2026 Apr 29, 2026
Stratos Wealth Partners, LTD. History No change 18,990 1,300 0.01% 0.01% 331 0 0.0% Q1 2026 Apr 28, 2026
SCS Capital Management LLC History No change 18,983 1,299 0.01% 0.01% 332 0 0.0% Q1 2026 May 11, 2026
WEBSTER BANK, N. A. History Added to 18,330 1,255 0.12% 0.11% 333 +360 2.0% Q1 2026 Apr 17, 2026
Nicholas Hoffman & Company, LLC. History New 18,325 1,254 0.03% — 334 +18,325 New Q1 2026 Apr 29, 2026
Snowden Capital Advisors LLC History Added to 18,221 1,247 0.03% 0.01% 335 +14,621 406.14% Q1 2026 May 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 18,012 1,233 0.43% 0.41% 336 0 0.0% Q1 2026 Apr 21, 2026
CHOREO, LLC History Added to 17,663 1,209 0.01% 0.01% 337 +2,063 13.22% Q1 2026 May 12, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History New 17,351 1,188 0.52% — 338 +17,351 New Q1 2026 May 05, 2026
Heck Capital Advisors, LLC History Added to 17,294 1,184 0.09% 0.06% 339 +4,669 36.98% Q1 2026 Apr 16, 2026
POWER WEALTH MANAGEMENT LLC History Added to 17,076 1,169 0.43% 0.4% 340 +152 0.9% Q1 2026 May 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 16,960 1,161 0.09% 0.09% 341 -1,040 -5.78% Q1 2026 Apr 16, 2026
Mirador Capital Partners LP History Added to 16,685 1,142 0.16% 0.14% 342 +1,624 10.78% Q1 2026 Apr 08, 2026
TD Waterhouse Canada Inc. History Added to 15,802 1,137 0.0% 0.0% 343 +4,653 41.73% Q1 2026 May 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 16,526 1,131 0.06% 0.07% 344 -5,700 -25.65% Q1 2026 Apr 13, 2026
Measured Wealth Private Client Group, LLC History Added to 16,307 1,116 0.3% 0.29% 345 +101 0.62% Q1 2026 May 13, 2026
First City Capital Management, Inc. History Added to 16,250 1,112 0.59% 0.44% 346 +3,845 31.0% Q1 2026 Apr 17, 2026
Jordan Park Group LLC History No change 16,000 1,095 0.06% 0.06% 347 0 0.0% Q1 2026 May 11, 2026
High Probability Advisors, LLC History Added to 15,964 1,093 0.14% 0.14% 348 +56 0.35% Q1 2026 Apr 10, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History Reduced 15,606 1,068 0.9% 1.86% 349 -18,533 -54.29% Q1 2026 Apr 24, 2026
FULTON BANK, N.A. History New 15,609 1,068 0.04% — 350 +15,609 New Q1 2026 Apr 24, 2026
Aries Wealth Management History Added to 15,436 1,056 0.23% 0.17% 351 +4,134 36.58% Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History No change 15,143 1,036 0.1% 0.1% 352 0 0.0% Q1 2026 May 06, 2026
Parallel Advisors, LLC History Added to 15,100 1,033 0.02% 0.02% 353 +1,184 8.51% Q1 2026 May 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,963 1,024 0.0% 0.0% 354 +7,587 102.86% Q1 2026 May 08, 2026
Yost Capital Management, LP History No change 15,200 1,020 1.48% 1.48% 355 0 0.0% Q4 2025 Feb 13, 2026
Catalina Capital Group, LLC History New 14,870 1,018 0.61% — 356 +14,870 New Q1 2026 Apr 23, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History New 14,722 1,008 0.15% — 357 +14,722 New Q1 2026 Apr 27, 2026
PINNACLE ASSOCIATES LTD History Added to 14,688 1,005 0.01% 0.01% 358 +243 1.68% Q1 2026 Apr 21, 2026
Tempus Wealth Planning, LLC History New 14,588 998 0.23% — 359 +14,588 New Q1 2026 Apr 28, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 14,566 997 0.05% 0.05% 360 +2,920 25.07% Q1 2026 Apr 16, 2026
Keel Point, LLC History No change 14,689 986 0.06% 0.06% 361 0 0.0% Q4 2025 Feb 12, 2026
Unconventional Investor, LLC History No change 13,940 954 0.45% 0.44% 362 0 0.0% Q1 2026 May 18, 2026
RDA Financial Network History New 13,900 951 0.24% — 363 +13,900 New Q1 2026 Apr 08, 2026
Cullen Capital Management, LLC History Reduced 13,806 945 0.01% 0.14% 364 -172,394 -92.59% Q1 2026 May 15, 2026
HARBOR ADVISORY CORP /MA/ History Added to 13,795 944 0.28% 0.14% 365 +6,795 97.07% Q1 2026 May 07, 2026
Elevation Wealth Management LLC History Added to 13,760 942 0.86% 0.66% 366 +3,553 34.81% Q1 2026 May 11, 2026
Centurion Wealth Management LLC History New 13,629 933 0.21% — 367 +13,629 New Q1 2026 Apr 10, 2026
GatePass Capital, LLC History New 13,507 924 0.43% — 368 +13,507 New Q1 2026 May 06, 2026
Ironwood Investment Counsel, LLC History No change 13,349 914 0.13% 0.13% 369 0 0.0% Q1 2026 May 07, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 13,199 903 0.89% 0.91% 370 -285 -2.11% Q1 2026 Apr 22, 2026
Sanchez Gaunt Capital Management, LLC History New 12,961 887 0.55% — 371 +12,961 New Q1 2026 Apr 14, 2026
GeoWealth Management, LLC History New 12,917 884 0.03% — 372 +12,917 New Q1 2026 May 13, 2026
Wealthcare Advisory Partners LLC History Added to 12,884 882 0.02% 0.01% 373 +2,546 24.63% Q1 2026 Apr 14, 2026
Clare Market Investments LLC History New 12,830 878 0.18% — 374 +12,830 New Q1 2026 Apr 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 12,796 876 0.01% 0.0% 375 +12,781 85206.67% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History No change 12,784 875 0.01% 0.01% 376 0 0.0% Q1 2026 May 01, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 12,766 874 0.01% 0.0% 377 +6,213 94.81% Q1 2026 May 15, 2026
Oldfather Financial Services, LLC History No change 12,832 861 0.26% 0.26% 378 0 0.0% Q4 2025 Jan 16, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Added to 12,550 859 0.76% 0.73% 379 +505 4.19% Q1 2026 May 15, 2026
Pictet North America Advisors SA History No change 12,450 852 0.08% 0.08% 380 0 0.0% Q1 2026 Apr 14, 2026
Fort Sheridan Advisors LLC History New 12,417 850 0.1% — 381 +12,417 New Q1 2026 May 06, 2026
Dynamic Advisor Solutions LLC History Added to 12,350 845 0.03% 0.01% 382 +7,230 141.21% Q1 2026 Apr 08, 2026
Security National Bank History Added to 12,301 842 0.12% 0.11% 383 +1,033 9.17% Q1 2026 Apr 16, 2026
LongView Wealth Management History Added to 11,422 840 0.21% 0.14% 384 +3,018 35.91% Q1 2026 Apr 15, 2026
OARSMAN CAPITAL, INC. History Reduced 12,253 838 0.1% 0.11% 385 -860 -6.56% Q1 2026 Apr 27, 2026
Lakeshore Capital Group, Inc. History Added to 12,244 838 0.68% 0.66% 386 +6 0.05% Q1 2026 Apr 22, 2026
U.S. Capital Wealth Advisors, LLC History Added to 12,107 828 0.02% 0.01% 387 +7,297 151.7% Q1 2026 Apr 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 11,725 802 0.05% 0.0% 388 +11,635 12927.78% Q1 2026 Apr 13, 2026
Advance Capital Management, Inc. History Reduced 11,643 797 0.03% 0.04% 389 -3,689 -24.06% Q1 2026 Apr 29, 2026
Beacon Financial Advisory LLC History New 11,637 796 0.18% — 391 +11,637 New Q1 2026 Apr 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 11,632 796 0.05% 0.05% 390 -178 -1.51% Q1 2026 Apr 21, 2026
Weil Company, Inc. History Added to 11,604 794 0.18% 0.14% 392 +2,405 26.14% Q1 2026 Apr 15, 2026
ABLE Financial Group, LLC History No change 11,608 794 0.16% 0.16% 393 0 0.0% Q1 2026 Apr 20, 2026
Midwest Trust Co History Added to 11,531 789 0.01% 0.01% 394 +339 3.03% Q1 2026 May 01, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 11,444 783 0.02% 0.01% 395 +3,619 46.25% Q1 2026 Apr 21, 2026
Canopy Partners, LLC History No change 11,437 783 0.27% 0.25% 396 0 0.0% Q1 2026 May 11, 2026
Integrated Wealth Concepts LLC History Added to 11,312 774 0.01% 0.0% 397 +6,756 148.29% Q1 2026 May 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 11,201 766 0.02% 0.01% 398 +6,817 155.5% Q1 2026 Apr 15, 2026
Advisor OS, LLC History New 11,180 765 0.06% — 400 +11,180 New Q1 2026 May 07, 2026
FIDUCIENT ADVISORS LLC History No change 11,181 765 0.1% 0.09% 399 0 0.0% Q1 2026 May 08, 2026
Coastal Bridge Advisors, LLC History Added to 11,107 760 0.05% 0.05% 401 +2,035 22.43% Q1 2026 May 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 10,999 753 0.08% 0.08% 402 0 0.0% Q1 2026 May 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 10,950 749 0.01% 0.0% 403 +7,755 242.72% Q1 2026 May 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 10,935 748 0.59% 0.61% 404 0 0.0% Q1 2026 May 12, 2026
Simplicity Wealth,LLC History New 10,755 736 0.04% — 405 +10,755 New Q1 2026 Apr 30, 2026
KICKSTAND VENTURES, LLC. History New 10,695 732 0.15% — 406 +10,695 New Q1 2026 May 05, 2026
Valtrion Capital Management, LLC History Reduced 10,663 730 0.69% 1.09% 407 -5,593 -34.41% Q1 2026 May 15, 2026
Pacific Excel Wealth Advisors, Inc. History New 10,616 726 0.76% — 409 +10,616 New Q1 2026 May 13, 2026
EVOKE WEALTH, LLC History No change 10,607 726 0.01% 0.01% 408 0 0.0% Q1 2026 May 14, 2026
Meridian Wealth Management, LLC History Added to 10,547 722 0.03% 0.02% 410 +2,201 26.37% Q1 2026 May 06, 2026
Apeiron RIA LLC History New 10,480 717 0.17% — 412 +10,480 New Q1 2026 Apr 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,472 717 0.01% 0.01% 411 +2,880 37.93% Q1 2026 May 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 10,345 708 0.1% 0.06% 413 +3,767 57.27% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History New 10,319 706 0.01% — 414 +10,319 New Q1 2026 May 12, 2026
FLAGSTAR ADVISORS INC History Reduced 10,308 705 0.26% 0.26% 415 -1,142 -9.97% Q1 2026 May 12, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History Reduced 10,260 702 0.37% 0.43% 416 -1,930 -15.83% Q1 2026 Apr 21, 2026
Savvy Advisors, Inc. History Reduced 10,225 700 0.02% 0.02% 417 -1,015 -9.03% Q1 2026 May 11, 2026
Investor's Fiduciary Advisor Network, LLC History New 10,193 697 0.21% — 418 +10,193 New Q1 2026 May 12, 2026
Palatine Hill Wealth Management, LLC History Added to 10,178 696 0.61% 0.55% 419 +5 0.05% Q1 2026 May 08, 2026
MN Wealth Advisors, LLC History New 10,142 694 0.34% — 421 +10,142 New Q1 2026 Apr 22, 2026
Sigma Planning Corp History Reduced 10,139 694 0.02% 0.02% 420 -1,183 -10.45% Q1 2026 May 04, 2026
Parkway Wealth Management Group, LLC History New 9,527 686 0.09% — 423 +9,527 New Q1 2026 Apr 20, 2026
October Effect Ltd History Added to 10,031 686 0.79% 0.7% 422 +628 6.68% Q1 2026 Apr 21, 2026
Bleakley Financial Group, LLC History New 10,012 685 0.01% — 424 +10,012 New Q1 2026 May 04, 2026
Operose Advisors LLC History Added to 9,980 683 0.16% 0.1% 425 +3,622 56.97% Q1 2026 May 12, 2026
Visionary Wealth Advisors History Added to 9,971 682 0.03% 0.02% 426 +4,019 67.52% Q1 2026 May 13, 2026
Next Capital Management LLC History No change 9,959 681 0.21% 0.21% 427 0 0.0% Q1 2026 May 07, 2026
WBH ADVISORY INC History Added to 9,730 675 0.05% 0.05% 428 +370 3.95% Q1 2026 Apr 27, 2026
Magnus Financial Group LLC History Added to 9,747 667 0.05% 0.03% 429 +3,688 60.87% Q1 2026 Apr 10, 2026
McAdam, LLC History No change 9,686 663 0.03% 0.03% 430 0 0.0% Q1 2026 May 08, 2026
Williams & Novak, LLC History No change 9,565 663 0.5% 0.48% 431 0 0.0% Q1 2026 Apr 20, 2026
SlateStone Wealth, LLC History Added to 9,601 657 0.05% 0.04% 433 +1,736 22.07% Q1 2026 May 14, 2026
MAI Capital Management History Added to 9,609 657 0.0% 0.0% 432 +514 5.65% Q1 2026 May 15, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 9,480 649 0.18% 0.2% 434 -789 -7.68% Q1 2026 Apr 30, 2026
Lantern Wealth Advisors, LLC History New 9,442 646 0.33% — 436 +9,442 New Q1 2026 May 13, 2026
StoneX Group Inc. History Added to 9,594 646 0.03% 0.02% 435 +2,509 35.41% Q1 2026 May 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,434 645 0.02% 0.02% 437 0 0.0% Q1 2026 May 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 9,370 641 0.07% — 438 +9,370 New Q1 2026 Apr 29, 2026
PHILADELPHIA TRUST CO History No change 9,115 624 0.04% 0.04% 439 0 0.0% Q1 2026 May 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 8,882 608 0.01% 0.0% 440 +7,632 610.56% Q1 2026 May 05, 2026
SageView Advisory Group, LLC History No change 9,022 605 0.02% 0.02% 441 0 0.0% Q4 2025 Feb 17, 2026
Cynosure Group, LLC History No change 8,794 602 0.08% 0.06% 442 0 0.0% Q1 2026 May 13, 2026
New England Professional Planning Group Inc. History No change 8,757 599 0.25% 0.25% 443 0 0.0% Q1 2026 May 13, 2026
State of Wyoming History Reduced 8,676 594 0.07% 0.3% 445 -32,697 -79.03% Q1 2026 May 13, 2026
Vident Advisory, LLC History Reduced 8,689 594 0.01% 0.01% 444 -286 -3.19% Q1 2026 May 14, 2026
Joel Adams & Associates, Inc. History No change 8,646 592 0.44% 0.44% 446 0 0.0% Q1 2026 Apr 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 8,632 591 0.12% 0.07% 447 +4,144 92.34% Q1 2026 Apr 15, 2026
OMNI 360 Wealth, Inc. History New 8,629 590 0.3% — 449 +8,629 New Q1 2026 Apr 10, 2026
Indivisible Partners History Reduced 8,620 590 0.05% 0.07% 448 -358 -3.99% Q1 2026 Apr 30, 2026
Mutual Advisors, LLC History Added to 8,508 582 0.01% 0.01% 450 +4,066 91.54% Q1 2026 May 01, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 8,469 579 0.01% 0.01% 451 -2,917 -25.62% Q1 2026 Apr 20, 2026
Gladwyn Financial Advisors, Inc. History No change 8,397 574 0.4% 0.4% 452 0 0.0% Q1 2026 Apr 08, 2026
KINTRA WEALTH, LLC History New 8,363 572 0.04% — 453 +8,363 New Q1 2026 May 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 8,300 568 0.08% 0.08% 454 0 0.0% Q1 2026 Apr 08, 2026
Empower Advisory Group, LLC History Reduced 8,290 567 0.0% 0.0% 455 -8,149 -49.57% Q1 2026 May 14, 2026
Clark Capital Management Group, Inc. History Reduced 8,211 562 0.0% 0.02% 456 -49,646 -85.81% Q1 2026 May 15, 2026
Focus Financial Network, Inc. History Reduced 8,118 555 0.02% 0.02% 457 -2,025 -19.96% Q1 2026 Apr 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 8,072 552 0.24% — 458 +8,072 New Q1 2026 May 15, 2026
Signal Advisors Wealth, LLC History New 8,072 552 0.04% — 459 +8,072 New Q1 2026 Apr 17, 2026
Dorsey & Whitney Trust CO LLC History No change 8,000 547 0.03% 0.03% 460 0 0.0% Q1 2026 May 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 7,981 546 0.04% 0.04% 461 -217 -2.65% Q1 2026 Apr 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,951 544 0.04% 0.03% 462 0 0.0% Q1 2026 Apr 16, 2026
Bragg Financial Advisors, Inc History No change 7,943 543 0.02% 0.02% 463 0 0.0% Q1 2026 May 15, 2026
Loudon Investment Management, LLC History Added to 7,926 542 0.29% 0.28% 464 +23 0.29% Q1 2026 May 11, 2026
IHT Wealth Management, LLC History New 7,850 537 0.01% — 465 +7,850 New Q1 2026 May 15, 2026
HB Wealth Management, LLC History No change 7,808 534 0.0% 0.0% 466 0 0.0% Q1 2026 Apr 27, 2026
VISTA FINANCE, LLC History Added to 7,765 531 0.42% 0.15% 467 +4,265 121.86% Q1 2026 May 04, 2026
Morangie Management LLC History No change 7,681 525 0.48% 0.41% 468 0 0.0% Q1 2026 Apr 20, 2026
Fortune Financial Group, Inc. History Reduced 7,664 524 0.47% 1.11% 469 -5,907 -43.53% Q1 2026 Apr 23, 2026
Avestar Capital, LLC History Reduced 7,647 523 0.03% 0.03% 470 -91 -1.18% Q1 2026 May 13, 2026
Sepio Capital, LP History New 7,619 521 0.03% — 472 +7,619 New Q1 2026 May 13, 2026
Members Trust Co History No change 7,616 521 0.02% 0.02% 471 0 0.0% Q1 2026 May 04, 2026
Main Management LLC History No change 7,597 520 0.04% 0.04% 473 0 0.0% Q1 2026 May 14, 2026
Fulcrum Equity Management History New 7,589 519 0.5% — 474 +7,589 New Q1 2026 Apr 02, 2026
MAIRS & POWER INC History Reduced 7,550 516 0.01% 0.01% 475 -2,200 -22.56% Q1 2026 May 13, 2026
Freestone Capital Holdings, LLC History Reduced 7,530 515 0.02% 0.01% 476 -1 -0.01% Q1 2026 May 13, 2026
BigSur Wealth Management LLC History New 7,500 513 0.14% — 478 +7,500 New Q1 2026 Apr 22, 2026
Elgethun Capital Management History No change 7,500 513 0.08% 0.09% 477 0 0.0% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Added to 7,491 512 0.01% 0.01% 479 +790 11.79% Q1 2026 Apr 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History New 7,469 511 0.06% — 480 +7,469 New Q1 2026 Apr 23, 2026
CNB Bank History No change 7,392 506 0.21% 0.2% 481 0 0.0% Q1 2026 May 06, 2026
Runnymede Capital Advisors, Inc. History New 7,354 503 0.43% — 482 +7,354 New Q1 2026 Apr 13, 2026
Requisite Capital Management, LLC History No change 7,322 501 0.09% 0.09% 483 0 0.0% Q1 2026 May 14, 2026
Resurgent Financial Advisors LLC History New 7,309 500 0.18% — 485 +7,309 New Q1 2026 May 12, 2026
Eagle Strategies LLC History Added to 7,307 500 0.06% 0.05% 484 +1,089 17.51% Q1 2026 Apr 20, 2026
Michels Family Financial, LLC History Reduced 7,235 495 0.36% 0.36% 486 -43 -0.59% Q1 2026 Apr 24, 2026
NOTTINGHAM ADVISORS, INC. History No change 7,100 486 0.06% 0.07% 487 0 0.0% Q1 2026 Apr 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 7,100 486 0.03% 0.03% 488 0 0.0% Q1 2026 May 05, 2026
Crescent Grove Advisors, LLC History No change 7,057 483 0.05% 0.04% 489 0 0.0% Q1 2026 May 06, 2026
OneDigital Investment Advisors LLC History Added to 7,015 480 0.0% 0.0% 490 +3,660 109.09% Q1 2026 May 08, 2026
REGIMEN WEALTH, LLC History No change 7,012 480 0.14% 0.14% 491 0 0.0% Q1 2026 May 07, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 7,000 479 0.32% 0.31% 492 0 0.0% Q1 2026 Apr 09, 2026
High Falls Advisors, Inc History No change 7,101 476 0.1% 0.1% 493 0 0.0% Q4 2025 Feb 18, 2026
ISTHMUS PARTNERS, LLC History New 6,937 474 0.05% — 495 +6,937 New Q1 2026 Apr 29, 2026
Sowell Financial Services LLC History Reduced 6,927 474 0.02% 0.02% 494 -184 -2.59% Q1 2026 Apr 20, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 6,870 470 0.03% 0.03% 496 +300 4.57% Q1 2026 Apr 20, 2026
Valmark Advisers, Inc. History Reduced 6,852 469 0.01% 0.01% 497 -24 -0.35% Q1 2026 May 01, 2026
West Branch Capital LLC History Added to 6,815 466 0.12% 0.11% 498 +400 6.24% Q1 2026 Apr 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 6,712 459 0.13% 0.12% 499 0 0.0% Q1 2026 Apr 27, 2026
O'Connor Financial Group LLC History Added to 6,669 456 0.19% 0.19% 500 +9 0.14% Q1 2026 Apr 23, 2026
Well Done, LLC History Added to 6,651 455 0.07% 0.06% 501 +939 16.44% Q1 2026 Apr 14, 2026
Koshinski Asset Management, Inc. History New 6,619 453 0.03% — 502 +6,619 New Q1 2026 Apr 27, 2026
Soltis Investment Advisors LLC History Added to 6,574 450 0.03% 0.02% 504 +1,091 19.9% Q1 2026 Apr 27, 2026
Seascape Capital Management History No change 6,569 450 0.13% 0.13% 503 0 0.0% Q1 2026 Apr 28, 2026
Maple Capital Management, Inc. History Reduced 6,558 449 0.03% 0.03% 505 -480 -6.82% Q1 2026 May 08, 2026
OpenArc Corporate Advisory, LLC History Added to 6,504 445 0.01% 0.01% 506 +1,287 24.67% Q1 2026 May 11, 2026
Madison Wealth Partners, Inc History Added to 6,468 442 0.07% 0.07% 507 +798 14.07% Q1 2026 Apr 30, 2026
Nordwand Advisors, LLC History Added to 6,335 433 0.08% 0.07% 509 +175 2.84% Q1 2026 May 07, 2026
National Philanthropic Trust History No change 6,331 433 0.0% 0.0% 508 0 0.0% Q1 2026 May 15, 2026
Plan A Wealth LLC History Reduced 6,211 425 0.2% 0.21% 510 -91 -1.44% Q1 2026 May 15, 2026
PFG Investments, LLC History New 6,142 420 0.02% — 511 +6,142 New Q1 2026 Apr 27, 2026
MSH Capital Advisors LLC History New 6,137 420 0.09% — 512 +6,137 New Q1 2026 May 08, 2026
Valeo Financial Advisors, LLC History Reduced 6,127 419 0.01% 0.01% 513 -1,913 -23.79% Q1 2026 May 08, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 6,100 417 0.18% 0.17% 514 0 0.0% Q1 2026 May 01, 2026
Bedell Frazier Investment Counselling, LLC History Added to 6,077 416 0.08% 0.07% 515 +324 5.63% Q1 2026 May 15, 2026
Summit Financial, LLC History New 6,066 415 0.01% — 516 +6,066 New Q1 2026 May 15, 2026
GenTrust, LLC History No change 6,000 410 0.02% 0.02% 517 0 0.0% Q1 2026 Apr 27, 2026
Sargent Investment Group, LLC History New 5,937 406 0.05% — 519 +5,937 New Q1 2026 May 11, 2026
Karpus Management, Inc. History No change 5,935 406 0.01% 0.01% 518 0 0.0% Q1 2026 May 14, 2026
PlanVest Financial, Inc History New 5,923 405 0.31% — 520 +5,923 New Q1 2026 May 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,905 404 0.04% 0.04% 521 0 0.0% Q1 2026 May 01, 2026
Three Bridge Wealth Advisors, LLC History New 5,740 393 0.11% — 523 +5,740 New Q1 2026 May 12, 2026
SAXON INTERESTS, INC. History No change 5,750 393 0.14% 0.13% 522 0 0.0% Q1 2026 Apr 29, 2026
Composition Wealth, LLC History New 5,734 392 0.01% — 524 +5,734 New Q1 2026 Apr 08, 2026
Forum Financial Management, LP History No change 5,724 391 0.01% 0.0% 525 0 0.0% Q1 2026 Apr 23, 2026
LANDAAS & CO /WI /ADV History No change 5,660 387 0.08% 0.08% 526 0 0.0% Q1 2026 Apr 30, 2026
Aptus Capital Advisors, LLC History Added to 5,624 385 0.0% 0.0% 527 +3,763 202.2% Q1 2026 May 11, 2026
Headlands Technologies LLC History Reduced 5,530 378 0.04% 0.04% 529 -911 -14.14% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History No change 5,533 378 0.03% 0.03% 528 0 0.0% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Added to 5,463 374 0.01% 0.01% 530 +200 3.8% Q1 2026 Apr 13, 2026
Total Clarity Wealth Management, Inc. History Added to 5,402 369 0.09% 0.05% 531 +2,361 77.64% Q1 2026 Apr 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 5,370 367 0.0% 0.0% 532 -1,215 -18.45% Q1 2026 Apr 24, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History Added to 5,351 366 0.29% 0.29% 533 +1 0.02% Q1 2026 May 04, 2026
Alpha Financial Partners LLC History Reduced 5,333 365 0.22% 0.27% 534 -1,204 -18.42% Q1 2026 May 13, 2026
CreativeOne Wealth, LLC History New 5,291 362 0.01% — 535 +5,291 New Q1 2026 May 15, 2026
Colter Lewis Investment Partners LLC History No change 5,200 356 0.33% 0.4% 536 0 0.0% Q1 2026 May 15, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 5,101 349 0.02% 0.02% 537 -84 -1.62% Q1 2026 Apr 15, 2026
PFG Advisors History Reduced 5,060 346 0.02% 0.02% 538 -108 -2.09% Q1 2026 May 05, 2026
Jaffetilchin Investment Partners, LLC History No change 5,041 345 0.02% 0.02% 539 0 0.0% Q1 2026 May 13, 2026
Waldron Private Wealth LLC History Added to 5,031 344 0.01% 0.01% 540 +61 1.23% Q1 2026 Apr 10, 2026
Fragasso Financial Advisors Inc History New 4,902 339 0.02% — 541 +4,902 New Q1 2026 Apr 07, 2026
Pinnacle Family Advisors, LLC History New 4,860 332 0.16% — 543 +4,860 New Q1 2026 May 14, 2026
Acorn Wealth Advisors, LLC History Reduced 4,850 332 0.1% 0.1% 542 -10 -0.21% Q1 2026 Apr 30, 2026
Frank, Rimerman Advisors LLC History No change 4,829 330 0.02% 0.02% 544 0 0.0% Q1 2026 Apr 29, 2026
BBR PARTNERS, LLC History No change 4,793 328 0.02% 0.02% 545 0 0.0% Q1 2026 May 12, 2026
Tortoise Investment Management, LLC History Reduced 4,770 326 0.03% 0.03% 546 -75 -1.55% Q1 2026 May 05, 2026
Guidance Point Advisors, LLC History Added to 4,758 326 0.08% 0.07% 547 +14 0.3% Q1 2026 May 12, 2026
Hirtle & Co., LLC History New 4,745 324 0.01% — 549 +4,745 New Q1 2026 May 13, 2026
Kaizen Financial Strategies History No change 4,420 324 0.14% 0.13% 548 0 0.0% Q1 2026 May 01, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 4,731 323 0.23% 0.26% 550 -538 -10.21% Q1 2026 Apr 09, 2026
Claro Advisors Inc. History Reduced 4,662 319 0.04% 0.05% 551 -306 -6.16% Q1 2026 Apr 21, 2026
Founders Financial Alliance, LLC History Added to 4,602 315 0.06% 0.01% 553 +3,417 288.35% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 4,606 315 0.0% 0.0% 552 +2,702 141.91% Q1 2026 May 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 4,600 314 0.01% 0.01% 554 0 0.0% Q1 2026 Apr 21, 2026
BEACON FINANCIAL GROUP History New 4,568 312 0.03% — 556 +4,568 New Q1 2026 Apr 30, 2026
EP Wealth Advisors, LLC History Added to 4,563 312 0.0% 0.0% 555 +1,257 38.02% Q1 2026 May 14, 2026
JT Stratford LLC History Added to 4,497 307 0.04% 0.04% 557 +100 2.27% Q1 2026 May 15, 2026
Syntegra Private Wealth Group, LLC History New 4,413 302 0.03% — 558 +4,413 New Q1 2026 Apr 27, 2026
Rehmann Capital Advisory Group History No change 4,400 301 0.02% 0.02% 559 0 0.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 4,363 298 0.01% 0.01% 560 +20 0.46% Q1 2026 May 15, 2026
Essex Financial Services, Inc. History No change 4,348 297 0.02% 0.02% 561 0 0.0% Q1 2026 Apr 24, 2026
SAX WEALTH ADVISORS, LLC History No change 4,415 296 0.01% 0.01% 562 0 0.0% Q1 2026 Apr 08, 2026
CoreCap Advisors, LLC History Added to 4,265 292 0.01% 0.0% 563 +2,202 106.74% Q1 2026 Apr 07, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 4,274 292 0.07% 0.08% 564 -262 -5.78% Q1 2026 May 07, 2026
Financially in Tune, LLC History Reduced 4,258 291 0.25% 0.27% 566 -100 -2.29% Q1 2026 Apr 22, 2026
Aviance Capital Partners, LLC History No change 4,263 291 0.03% 0.03% 565 0 0.0% Q1 2026 May 06, 2026
Kelsey Financial, LLC History No change 4,183 286 0.25% 0.24% 567 0 0.0% Q1 2026 May 06, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 3,930 285 0.07% 0.07% 568 0 0.0% Q1 2026 Apr 24, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4,154 284 0.01% 0.01% 569 -264 -5.98% Q1 2026 Apr 27, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History New 4,100 280 0.13% — 570 +4,100 New Q1 2026 Apr 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 4,075 279 0.02% — 571 +4,075 New Q1 2026 May 13, 2026
LARCH CAPITAL PARTNERS LLC History New 4,068 278 0.04% — 573 +4,068 New Q1 2026 May 15, 2026
BridgePort Financial Solutions, LLC History Added to 4,066 278 0.08% 0.06% 572 +859 26.79% Q1 2026 Apr 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 4,056 277 0.01% — 575 +4,056 New Q1 2026 Apr 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 4,050 277 0.0% 0.0% 574 +550 15.71% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History No change 3,747 274 0.01% 0.01% 576 0 0.0% Q1 2026 May 04, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 3,954 270 0.0% 0.0% 577 -2,765 -41.15% Q1 2026 May 15, 2026
Regal Investment Advisors LLC History New 3,914 268 0.02% — 579 +3,914 New Q1 2026 May 14, 2026
HM PAYSON & CO History No change 3,920 268 0.0% 0.0% 578 0 0.0% Q1 2026 Apr 13, 2026
Opulen Financial Group LLC History Added to 3,888 266 0.19% 0.18% 580 +115 3.05% Q1 2026 Apr 29, 2026
Empirical Asset Management, LLC History New 3,832 262 0.07% — 581 +3,832 New Q1 2026 May 11, 2026
First Financial Bank - Trust Division History Added to 3,758 257 0.02% 0.02% 582 +104 2.85% Q1 2026 Apr 01, 2026
Archer Investment Management, LLC History Reduced 3,766 257 0.11% 0.14% 583 -35 -0.92% Q1 2026 Apr 08, 2026
Donor Advised Charitable Giving, Inc. History Reduced 3,753 256 0.01% 0.01% 584 -279 -6.92% Q1 2026 Apr 20, 2026
Bensler, LLC History No change 3,730 255 0.03% 0.03% 585 0 0.0% Q1 2026 May 01, 2026
Wellspring Financial Advisors, LLC History New 3,715 254 0.02% — 587 +3,715 New Q1 2026 May 15, 2026
J.Safra Asset Management Corp History Reduced 3,718 254 0.01% 0.01% 586 -17 -0.46% Q1 2026 May 04, 2026
Councilmark Asset Management, LLC History No change 3,650 249 0.14% 0.14% 588 0 0.0% Q1 2026 May 12, 2026
OneAscent Financial Services LLC History New 3,573 244 0.01% — 589 +3,573 New Q1 2026 Apr 21, 2026
Riverwater Partners LLC History Reduced 3,552 243 0.08% 0.09% 590 -44 -1.22% Q1 2026 May 07, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,552 243 0.04% 0.04% 591 0 0.0% Q1 2026 Apr 21, 2026
Gallagher Fiduciary Advisors, LLC History New 3,538 242 0.01% — 592 +3,538 New Q1 2026 May 15, 2026
Sterling Investment Counsel, LLC History No change 3,533 241 0.07% 0.07% 593 0 0.0% Q1 2026 Apr 16, 2026
South Shore Capital Advisors History Added to 3,501 239 0.17% 0.15% 594 +484 16.04% Q1 2026 Apr 28, 2026
Fogel Capital Management, Inc. History No change 3,430 234 0.11% 0.11% 595 0 0.0% Q1 2026 May 13, 2026
Berman McAleer LLC History No change 3,410 233 0.03% 0.03% 596 0 0.0% Q1 2026 Apr 17, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 3,352 229 0.15% 0.15% 598 -95 -2.76% Q1 2026 Apr 28, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,351 229 0.0% 0.0% 597 0 0.0% Q1 2026 May 01, 2026
Sovran Advisors, LLC History New 3,096 227 0.02% — 599 +3,096 New Q1 2026 May 01, 2026
Belvedere Trading LLC History New 3,300 225 0.0% — 601 +3,300 New Q1 2026 May 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 3,289 225 0.0% — 600 +3,289 New Q1 2026 May 12, 2026
Aureus Asset Management, LLC History New 3,258 223 0.01% — 602 +3,258 New Q1 2026 May 13, 2026
PUREfi Wealth, LLC History New 3,245 222 0.15% — 605 +3,245 New Q1 2026 Apr 28, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 3,243 222 0.01% 0.01% 603 -67 -2.02% Q1 2026 Apr 22, 2026
WealthShield Partners, LLC History No change 3,255 222 0.02% 0.02% 604 0 0.0% Q1 2026 May 01, 2026
Foster Victor Wealth Advisors, LLC History New 3,015 221 0.01% — 607 +3,015 New Q1 2026 Apr 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 3,240 221 0.03% 0.02% 606 +156 5.06% Q1 2026 May 14, 2026
Breakwater Capital Group History Reduced 3,216 220 0.03% 0.03% 608 -90 -2.72% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History New 3,123 213 0.0% — 609 +3,123 New Q1 2026 May 14, 2026
SigFig Wealth Management, LLC History New 3,115 213 0.01% — 610 +3,115 New Q1 2026 Apr 14, 2026
AMERICAN CAPITAL MANAGEMENT INC History New 3,040 208 0.01% — 611 +3,040 New Q1 2026 May 15, 2026
Birch Hill Investment Advisors LLC History New 3,030 207 0.01% — 613 +3,030 New Q1 2026 Apr 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,025 207 0.0% 0.0% 612 0 0.0% Q1 2026 May 04, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 3,012 206 0.14% 0.14% 614 0 0.0% Q1 2026 Apr 27, 2026
PARK NATIONAL CORP /OH/ History New 3,000 205 0.01% — 616 +3,000 New Q1 2026 Apr 16, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 3,000 205 0.02% 0.02% 615 0 0.0% Q1 2026 May 07, 2026
COZAD ASSET MANAGEMENT INC History No change 3,040 204 0.02% 0.02% 617 0 0.0% Q4 2025 Feb 13, 2026
Capital Investment Management, Inc. History New 2,975 203 0.07% — 618 +2,975 New Q1 2026 Apr 22, 2026
Hamrick Investment Counsel, llc History New 2,970 203 0.11% — 619 +2,970 New Q1 2026 May 11, 2026
ALLIANZ SE History Added to 2,963 202 0.0% 0.0% 620 +486 19.62% Q1 2026 May 11, 2026
Rothschild Wealth LLC History New 2,940 201 0.02% — 622 +2,940 New Q1 2026 May 06, 2026
Accredited Investors Inc. History New 2,939 201 0.01% — 621 +2,939 New Q1 2026 Apr 30, 2026
AlphaCore Capital LLC History Reduced 2,695 184 0.0% 0.0% 623 -45 -1.64% Q1 2026 May 15, 2026
Morton Brown Family Wealth, LLC History No change 2,698 184 0.05% 0.05% 624 0 0.0% Q1 2026 Apr 20, 2026
MCF Advisors LLC History No change 2,605 178 0.01% 0.01% 625 0 0.0% Q1 2026 May 11, 2026
Napier Financial, LLC History New 2,483 170 0.04% — 626 +2,483 New Q1 2026 May 05, 2026
Horizon Investments, LLC History Added to 2,472 169 0.0% 0.0% 627 +1,236 100.0% Q1 2026 May 14, 2026
HAZLETT, BURT & WATSON, INC. History Added to 2,364 161 0.05% 0.05% 628 +100 4.42% Q1 2026 May 14, 2026
Activest Wealth Management History Added to 2,253 154 0.03% 0.02% 629 +450 24.96% Q1 2026 Apr 15, 2026
GAMMA Investing LLC History Reduced 2,067 141 0.01% 0.01% 630 -3 -0.14% Q1 2026 Apr 06, 2026
Independence Bank of Kentucky History No change 1,876 128 0.02% 0.02% 631 0 0.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 1,763 120 0.0% 0.0% 632 -199 -10.14% Q1 2026 May 13, 2026
Signature Equity Partners, LLC History Added to 1,656 113 0.06% 0.06% 633 +119 7.74% Q1 2026 May 13, 2026
Acumen Wealth Advisors, LLC History Added to 1,555 106 0.03% 0.02% 634 +263 20.36% Q1 2026 May 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,548 105 0.01% 0.01% 635 +168 12.17% Q1 2026 May 06, 2026
Opal Wealth Advisors, LLC History Reduced 1,477 101 0.02% 0.09% 636 -3,651 -71.2% Q1 2026 Apr 14, 2026
Cornerstone Planning Group LLC History Reduced 1,296 95 0.01% 0.02% 638 -886 -40.6% Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Added to 1,442 95 0.0% 0.0% 639 +10 0.7% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,397 95 0.0% 0.0% 637 0 0.0% Q1 2026 May 14, 2026
Single Point Partners, LLC History No change 10,825 85 0.02% 0.02% 640 0 0.0% Q1 2026 Apr 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 1,159 79 0.0% 0.0% 641 -13 -1.11% Q1 2026 May 01, 2026
Breakwater Investment Management History No change 1,155 79 0.03% 0.03% 642 0 0.0% Q1 2026 May 14, 2026
HOWE & RUSLING INC History Reduced 1,146 78 0.01% 0.01% 643 -715 -38.42% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History New 1,122 76 0.0% — 644 +1,122 New Q1 2026 May 15, 2026
Strengthening Families & Communities, LLC History New 1,043 71 0.02% — 645 +1,043 New Q1 2026 May 11, 2026
Cordgrass Capital Advisors, LLC History No change 1,000 68 0.02% 0.02% 646 0 0.0% Q1 2026 May 07, 2026
CX Institutional History No change 950 65 0.0% 0.0% 647 0 0.0% Q1 2026 Apr 06, 2026
Clearstead Trust, LLC History No change 935 64 0.01% 0.01% 648 0 0.0% Q1 2026 May 06, 2026
10Elms LLP History No change 933 63 0.04% 0.06% 649 0 0.0% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History No change 859 58 0.0% 0.0% 650 0 0.0% Q1 2026 Apr 29, 2026
Grove Bank & Trust History Added to 765 52 0.01% 0.0% 651 +280 57.73% Q1 2026 Apr 08, 2026
Capital Advisors, Ltd. LLC History No change 697 48 0.01% 0.01% 652 0 0.0% Q1 2026 Apr 16, 2026
Signature Resources Capital Management, LLC History Added to 681 46 0.02% 0.0% 653 +656 2624.0% Q1 2026 May 01, 2026
Tower Research Capital LLC (TRC) History New 606 41 0.0% — 654 +606 New Q1 2026 May 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 581 39 0.03% 0.03% 655 0 0.0% Q1 2026 Apr 07, 2026
TFC Financial Management, Inc. History Added to 562 38 0.0% 0.0% 656 +312 124.8% Q1 2026 Apr 23, 2026
Archer Investment Corp History Reduced 550 37 0.01% 0.01% 657 -250 -31.25% Q1 2026 May 04, 2026
New Republic Capital, LLC History New 535 36 0.01% — 661 +535 New Q1 2026 May 01, 2026
Destiny Wealth Partners, LLC History New 533 36 0.0% — 660 +533 New Q1 2026 May 11, 2026
Golden State Wealth Management, LLC History No change 536 36 0.0% 0.0% 658 0 0.0% Q1 2026 Apr 28, 2026
Copia Wealth Management History No change 530 36 0.02% 0.03% 659 0 0.0% Q1 2026 May 04, 2026
Park Place Capital Corp History New 519 35 0.01% — 662 +519 New Q1 2026 Apr 09, 2026
Rossmore Private Capital History No change 500 34 0.0% 0.0% 663 0 0.0% Q1 2026 May 01, 2026
LFA - Lugano Financial Advisors SA History No change 499 34 0.02% 0.02% 664 0 0.0% Q1 2026 May 05, 2026
Caitlin John, LLC History No change 500 34 0.02% 0.02% 665 0 0.0% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 464 32 0.0% 0.0% 666 +25 5.69% Q1 2026 May 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 430 31 0.0% — 668 +430 New Q1 2026 May 06, 2026
Mascoma Wealth Management LLC History No change 465 31 0.01% 0.01% 667 0 0.0% Q1 2026 Apr 30, 2026
Financial Perspectives, Inc History Added to 450 30 0.01% 0.0% 669 +224 99.12% Q1 2026 May 11, 2026
Cedar Mountain Advisors, LLC History New 419 28 0.01% — 670 +419 New Q1 2026 Apr 30, 2026
LRI Investments, LLC History Reduced 391 26 0.0% 0.0% 671 -371 -48.69% Q1 2026 Apr 30, 2026
Noble Wealth Management PBC History No change 386 26 0.01% 0.01% 672 0 0.0% Q1 2026 Apr 02, 2026
FAS Wealth Partners, Inc. History No change 350 23 0.0% 0.0% 673 0 0.0% Q4 2025 Feb 18, 2026
Allworth Financial LP History Added to 320 21 0.0% 0.0% 675 +247 338.36% Q1 2026 May 14, 2026
MOTCO History No change 310 21 0.0% 0.0% 674 0 0.0% Q1 2026 Apr 22, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 286 19 0.0% 0.0% 676 0 0.0% Q1 2026 May 06, 2026
ARMSTRONG ADVISORY GROUP, INC History New 264 18 0.0% — 677 +264 New Q1 2026 Apr 10, 2026
Covestor Ltd History New 249 17 0.01% — 679 +249 New Q1 2026 May 05, 2026
Godfrey Financial Associates, Inc. History No change 258 17 0.01% 0.01% 678 0 0.0% Q1 2026 May 11, 2026
Centennial Bank/AR/ History No change 209 14 0.01% 0.01% 680 0 0.0% Q1 2026 May 06, 2026
Geneos Wealth Management Inc. History No change 194 13 0.0% 0.0% 681 0 0.0% Q1 2026 May 04, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 197 13 0.01% 0.01% 682 0 0.0% Q1 2026 May 14, 2026
Cranbrook Wealth Management, LLC History No change 182 12 0.0% 0.0% 683 0 0.0% Q1 2026 Apr 15, 2026
VANGUARD ADVISERS INC History New 160 10 0.0% — 687 +160 New Q1 2026 May 08, 2026
Western Wealth Management, LLC History New 158 10 0.0% — 688 +158 New Q1 2026 May 19, 2026
NBC SECURITIES, INC. History No change 157 10 0.0% 0.0% 684 0 0.0% Q1 2026 Apr 14, 2026
Ancora Advisors LLC History No change 156 10 0.0% 0.0% 685 0 0.0% Q1 2026 May 15, 2026
Cornerstone Financial Management LLC History No change 157 10 0.01% 0.01% 686 0 0.0% Q1 2026 May 08, 2026
Global Wealth Strategies & Associates History New 140 9 0.0% — 691 +140 New Q1 2026 Apr 03, 2026
BOK Financial Private Wealth, Inc. History No change 144 9 0.0% 0.0% 689 0 0.0% Q1 2026 May 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 145 9 0.0% 0.0% 690 0 0.0% Q1 2026 Apr 13, 2026
Front Row Advisors LLC History No change 129 8 0.0% 0.0% 692 0 0.0% Q1 2026 May 19, 2026
EPG Wealth Management LLC History No change 117 8 0.0% 0.0% 693 0 0.0% Q1 2026 May 07, 2026
Turtle Creek Wealth Advisors, LLC History New 116 7 0.0% — 694 +116 New Q1 2026 Apr 27, 2026
Pioneer Family Office, LLC History New 110 7 0.0% — 695 +110 New Q1 2026 May 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History New 97 6 0.01% — 698 +97 New Q1 2026 May 04, 2026
JPL Wealth Management, LLC History New 94 6 0.0% — 699 +94 New Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 95 6 0.0% 0.0% 697 +1 1.06% Q1 2026 Apr 28, 2026
CKW FINANCIAL GROUP History No change 90 6 0.0% 0.0% 696 0 0.0% Q1 2026 May 06, 2026
Asset Dedication, LLC History No change 77 5 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History No change 77 5 0.0% 0.0% 701 0 0.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Added to 59 4 0.0% 0.0% 703 +9 18.0% Q1 2026 May 15, 2026
Smithfield Trust Co History No change 61 4 0.0% 0.0% 702 0 0.0% Q1 2026 May 08, 2026
SHP Wealth Management History Added to 57 3 0.0% 0.0% 704 +25 78.13% Q1 2026 May 08, 2026
Motiv8 Investments LLC History No change 44 3 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 13, 2026
BFSG, LLC History No change 32 2 0.0% 0.0% 706 0 0.0% Q1 2026 Apr 28, 2026
N.E.W. Advisory Services LLC History No change 40 2 0.0% 0.0% 707 0 0.0% Q1 2026 May 04, 2026
Raleigh Capital Management Inc. History New 19 1 0.0% — 711 +19 New Q1 2026 Apr 28, 2026
Pflug Koory, LLC History No change 25 1 0.0% 0.0% 708 0 0.0% Q1 2026 Apr 21, 2026
Fortis Group Advisors, LLC History No change 20 1 0.0% 0.0% 709 0 0.0% Q1 2026 May 08, 2026
NFSG Corp History No change 27 1 0.0% 0.0% 710 0 0.0% Q1 2026 May 05, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.02% — -2,400,049 -100.0% Q1 2026 May 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.25% — -2,252,690 -100.0% Q1 2026 May 13, 2026
Cliffwater LLC History Closed out 0 0 — 14.78% — -1,048,621 -100.0% Q1 2026 May 13, 2026
Select Equity Group, L.P. History Closed out 0 0 — 0.17% — -600,269 -100.0% Q1 2026 May 15, 2026
Align Financial, LLC History Closed out 0 0 — 0.17% — -296,245 -100.0% Q1 2026 May 08, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.06% — -255,621 -100.0% Q1 2026 May 15, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 — 0.56% — -84,273 -100.0% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Closed out 0 0 — 0.03% — -28,653 -100.0% Q1 2026 May 15, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 — 0.1% — -25,000 -100.0% Q1 2026 May 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -22,010 -100.0% Q1 2026 Apr 29, 2026
Marks Group Wealth Management, Inc History Closed out 0 0 — 0.1% — -15,045 -100.0% Q1 2026 May 05, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.03% — -13,916 -100.0% Q1 2026 May 01, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.01% — -13,224 -100.0% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Closed out 0 0 — 0.09% — -13,171 -100.0% Q1 2026 May 14, 2026
Euro Pacific Asset Management, LLC History Closed out 0 0 — 0.09% — -12,338 -100.0% Q1 2026 May 06, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.02% — -10,552 -100.0% Q1 2026 Apr 23, 2026
Madison Asset Management, LLC History Closed out 0 0 — 0.01% — -9,887 -100.0% Q1 2026 May 07, 2026
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 — 0.02% — -9,666 -100.0% Q1 2026 Apr 15, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 — 0.01% — -9,330 -100.0% Q1 2026 May 15, 2026
COMMERCE BANK History Closed out 0 0 — 0.0% — -8,013 -100.0% Q1 2026 May 11, 2026
WRAPMANAGER INC History Closed out 0 0 — 0.16% — -7,021 -100.0% Q1 2026 May 11, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 — 0.0% — -6,631 -100.0% Q1 2026 May 14, 2026
CPC Advisors, LLC History Closed out 0 0 — 0.04% — -6,432 -100.0% Q1 2026 Apr 16, 2026
M&T BANK CORP History Closed out 0 0 — 0.0% — -5,050 -100.0% Q1 2026 May 12, 2026
TPG Advisors LLC History Closed out 0 0 — 0.19% — -4,630 -100.0% Q1 2026 Apr 22, 2026
Dorsey Wright & Associates History Closed out 0 0 — 0.07% — -4,550 -100.0% Q1 2026 May 06, 2026
XTX Topco Ltd History Closed out 0 0 — 0.01% — -4,323 -100.0% Q1 2026 May 15, 2026
Kathmere Capital Management, LLC History Closed out 0 0 — 0.02% — -3,706 -100.0% Q1 2026 Apr 28, 2026
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 — 0.0% — -3,199 -100.0% Q1 2026 May 14, 2026
Facet Wealth, Inc. History Closed out 0 0 — 0.0% — -2,953 -100.0% Q1 2026 May 07, 2026
Allianz Asset Management GmbH History Closed out 0 0 — 0.0% — -1,400 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -713 -100.0% Q1 2026 Apr 28, 2026
Strategic Advocates LLC History Closed out 0 0 — 0.01% — -697 -100.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -420 -100.0% Q1 2026 May 14, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.0% — -340 -100.0% Q1 2026 May 12, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -225 -100.0% Q1 2026 Apr 24, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 — 0.0% — -150 -100.0% Q1 2026 May 13, 2026
Biltmore Family Office, LLC History Closed out 0 0 — 0.0% — -130 -100.0% Q1 2026 May 11, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -72 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -53 -100.0% Q1 2026 May 01, 2026
Hanson & Doremus Investment Management History Closed out 0 0 — 0.0% — -42 -100.0% Q1 2026 Apr 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q1 2026 Apr 14, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — — — -10 -100.0% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 15, 2026