ASTRAZENECA PLC - AZN

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
INVESTOR AB History New 51,587,810 10,174,147 67.27% 1 +51,587,810 New Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 45,040,142 8,807,149 0.22% 2 +45,040,142 New Q1 2026 May 15, 2026
Capital International Investors History Added to 34,393,013 6,724,768 1.58% 0.21% 3 +19,871,935 136.85% Q1 2026 May 13, 2026
FMR LLC History Added to 29,601,724 5,797,808 0.31% 0.1% 4 +7,752,869 35.48% Q1 2026 May 15, 2026
Capital World Investors History Added to 28,264,580 5,520,442 0.75% 0.01% 5 +27,350,501 2992.14% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 25,849,978 5,007,592 1.16% 0.01% 6 +25,553,763 8626.76% Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 23,751,085 4,625,146 0.86% 0.37% 7 +922,839 4.04% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 19,489,220 3,843,665 0.44% 0.48% 8 -29,154,607 -59.93% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 19,058,327 3,758,683 0.27% 0.18% 9 -7,298,024 -27.69% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 18,535,315 3,624,395 3.13% 10 +18,535,315 New Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 18,590,922 3,604,408 0.23% 0.02% 11 +14,843,937 396.16% Q1 2026 May 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 18,213,708 3,592,107 2.83% 2.57% 12 -18,701,553 -50.66% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History Reduced 17,792,161 3,494,751 0.86% 0.45% 13 -2,365,583 -11.74% Q1 2026 May 13, 2026
PRUDENTIAL PLC History New 165,063 3,237,325 18.96% 14 +165,063 New Q1 2026 May 13, 2026
Amundi History Added to 15,386,149 3,034,456 0.83% 0.0% 15 +15,375,659 146574.44% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 13,195,178 2,580,185 0.66% 16 +13,195,178 New Q1 2026 May 08, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 12,938,604 2,510,876 2.23% 17 +12,938,604 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 12,129,724 2,392,224 0.79% 0.02% 18 +11,599,033 2185.65% Q1 2026 May 06, 2026
JANUS HENDERSON GROUP PLC History Added to 11,949,424 2,319,946 1.11% 0.05% 19 +10,742,268 889.88% Q1 2026 May 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 11,080,742 2,185,343 0.25% 0.16% 20 -3,409,379 -23.53% Q1 2026 May 15, 2026
AVIVA PLC History New 11,087,661 2,147,362 3.6% 21 +11,087,661 New Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Reduced 10,845,708 2,138,990 0.73% 0.68% 22 -10,755,725 -49.79% Q1 2026 May 05, 2026
ROYAL BANK OF CANADA History Added to 10,386,455 2,048,417 0.36% 0.05% 23 +7,021,126 208.63% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History New 10,299,563 2,031,279 4.26% 24 +10,299,563 New Q1 2026 May 01, 2026
Invesco Ltd. History Added to 10,103,749 1,992,661 0.31% 0.06% 25 +5,697,033 129.28% Q1 2026 May 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 7,624,427 1,482,202 1.72% 0.05% 26 +7,186,443 1640.8% Q1 2026 May 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 7,421,749 1,438,217 17.66% 1.28% 27 +6,410,851 634.17% Q1 2026 May 14, 2026
Sanders Capital, LLC History Reduced 7,065,628 1,393,483 1.66% 1.5% 28 -7,073,780 -50.03% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 6,969,314 1,374,488 0.08% 0.08% 29 -6,909,412 -49.78% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 6,667,812 1,315,025 0.24% 0.02% 30 +5,635,812 546.11% Q1 2026 May 05, 2026
Nuveen, LLC History Added to 6,779,534 1,314,663 0.36% 0.01% 31 +6,236,966 1149.53% Q1 2026 Apr 30, 2026
Allianz Asset Management GmbH History Added to 6,529,961 1,264,957 1.33% 0.0% 32 +6,526,045 166650.79% Q1 2026 May 11, 2026
UBS Group AG History Added to 6,297,762 1,242,044 0.19% 0.04% 33 +3,418,966 118.76% Q1 2026 May 05, 2026
Swiss National Bank History New 6,174,666 1,202,714 0.69% 34 +6,174,666 New Q1 2026 May 07, 2026
SEB Asset Management AB History New 5,954,417 1,157,592 4.95% 35 +5,954,417 New Q1 2026 May 07, 2026
AMERIPRISE FINANCIAL INC History Reduced 5,747,087 1,133,411 0.26% 0.22% 36 -4,748,512 -45.24% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 5,501,992 1,085,102 0.26% 0.07% 37 +2,434,389 79.36% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,279,565 1,024,956 0.33% 0.04% 38 +3,932,333 291.88% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 5,160,677 1,017,788 0.89% 0.31% 39 +956,113 22.74% Q1 2026 May 13, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History New 4,882,468 945,859 15.6% 40 +4,882,468 New Q1 2026 Apr 30, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 4,652,246 914,488 0.49% 0.3% 41 -895,351 -16.14% Q1 2026 May 14, 2026
FIL Ltd History Added to 4,654,855 910,210 0.71% 0.0% 42 +4,654,122 634941.61% Q1 2026 May 15, 2026
Capital Research Global Investors History Added to 4,611,176 901,834 0.14% 0.01% 43 +4,195,615 1009.63% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,412,745 901,811 0.38% 0.11% 44 -1,438,098 -50.44% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 4,595,892 869,504 1.17% 45 +4,595,892 New Q1 2026 May 12, 2026
M&G Plc History New 4,204,199 816,771 4.22% 46 +4,204,199 New Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 3,905,472 756,556 0.32% 0.25% 47 -2,249,288 -36.55% Q1 2026 May 11, 2026
DekaBank Deutsche Girozentrale History Added to 3,783,927 747,099 1.23% 0.01% 48 +3,702,185 4529.11% Q1 2026 May 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 3,844,540 745,156 0.64% 0.01% 49 +3,734,850 3404.91% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 8,081,817 742,961 1.26% 1.26% 50 0 0.0% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History New 3,481,864 675,263 0.71% 51 +3,481,864 New Q1 2026 Apr 22, 2026
CREDIT AGRICOLE S A History Added to 2,977,566 587,235 1.54% 0.01% 52 +2,932,859 6560.18% Q1 2026 May 15, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 2,858,651 555,666 5.77% 0.59% 53 +2,352,666 464.97% Q1 2026 May 12, 2026
Holocene Advisors, LP History Reduced 2,662,887 525,174 1.27% 0.84% 54 -1,669,236 -38.53% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 2,632,743 519,229 0.08% 0.04% 55 +61,909 2.41% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 2,635,014 518,666 0.39% 0.34% 56 -2,324,844 -46.87% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,546,841 502,287 0.06% 0.02% 57 +230,627 9.96% Q1 2026 May 15, 2026
Swedbank AB History Reduced 2,468,411 486,820 0.51% 0.35% 58 -1,520,928 -38.12% Q1 2026 Apr 29, 2026
ABN AMRO Bank N.V. History Added to 2,445,171 482,158 5.2% 0.01% 59 +2,437,657 32441.54% Q1 2026 Apr 22, 2026
Lansforsakringar Fondforvaltning AB (publ) History New 2,438,551 473,781 2.48% 60 +2,438,551 New Q1 2026 Apr 23, 2026
NORTHERN TRUST CORP History Reduced 2,327,550 459,039 0.06% 0.06% 61 -2,429,136 -51.07% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 2,330,171 456,579 0.65% 0.33% 62 +151,593 6.96% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,270,973 446,644 0.12% 0.11% 63 -1,780,673 -43.95% Q1 2026 May 04, 2026
BlackRock, Inc. History Reduced 2,232,189 440,232 0.01% 0.01% 64 -3,880,848 -63.48% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 2,216,887 432,807 0.71% 0.21% 65 +879,671 65.78% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,137,511 417,565 0.37% 0.19% 66 -98,552 -4.41% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 2,087,084 415,073 1.29% 67 +2,087,084 New Q1 2026 May 13, 2026
Boston Partners History Reduced 2,093,896 413,446 0.43% 0.4% 68 -2,135,896 -50.5% Q1 2026 May 11, 2026
Border to Coast Pensions Partnership Ltd History New 2,049,658 398,270 6.73% 69 +2,049,658 New Q1 2026 Apr 22, 2026
Ninety One UK Ltd History New 2,047,019 396,542 0.92% 70 +2,047,019 New Q1 2026 Apr 24, 2026
Capital International, Inc./CA/ History Added to 2,009,997 392,721 3.03% 0.15% 71 +1,796,856 843.04% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 2,003,028 389,340 0.42% 0.07% 72 +1,264,490 171.22% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 1,992,762 386,032 0.84% 73 +1,992,762 New Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 1,965,535 383,410 0.31% 0.08% 74 +852,694 76.62% Q1 2026 May 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,926,315 379,907 0.14% 0.1% 75 -1,351,422 -41.23% Q1 2026 May 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 1,942,155 377,341 1.25% 0.01% 76 +1,895,096 4027.06% Q1 2026 May 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,869,864 367,656 0.38% 0.24% 77 -802,301 -30.02% Q1 2026 May 12, 2026
LGT Group Foundation History Added to 1,890,121 367,203 4.48% 0.04% 78 +1,853,045 4997.96% Q1 2026 Apr 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,866,132 367,201 1.11% 0.46% 79 +59,255 3.28% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,807,026 356,382 0.18% 0.16% 80 -1,635,779 -47.51% Q1 2026 May 15, 2026
Andra AP-fonden History New 236,302 347,127 4.14% 81 +236,302 New Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,736,955 342,562 0.11% 0.13% 82 -2,681,816 -60.69% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,654,632 326,326 0.06% 0.05% 83 -1,474,520 -47.12% Q1 2026 May 11, 2026
Evelyn Partners Investment Management LLP History Added to 1,675,125 325,484 8.84% 0.02% 84 +1,667,652 22315.7% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Added to 1,521,866 295,783 0.53% 0.0% 85 +1,519,380 61117.46% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,444,637 282,447 0.34% 0.16% 86 -39,675 -2.67% Q1 2026 May 13, 2026
Artemis Investment Management LLP History New 1,444,565 280,643 2.98% 87 +1,444,565 New Q1 2026 Apr 13, 2026
Korea Investment CORP History New 1,345,126 260,573 0.54% 88 +1,345,126 New Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Added to 1,313,501 259,048 0.03% 0.01% 89 +485,801 58.69% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Reduced 1,312,499 258,851 0.36% 0.27% 90 -741,012 -36.09% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Reduced 1,265,465 249,575 0.32% 0.2% 91 -642,076 -33.66% Q1 2026 May 15, 2026
Intesa Sanpaolo S.p.A. History New 1,163,193 226,261 13.37% 92 +1,163,193 New Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History Reduced 1,062,278 209,502 0.59% 0.45% 93 -664,517 -38.48% Q1 2026 May 15, 2026
Groupe la Francaise History New 984,608 190,802 2.62% 94 +984,608 New Q1 2026 May 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,004,416 189,252 0.09% 0.0% 95 +944,753 1583.48% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 957,000 186,143 0.6% 0.08% 96 +677,700 242.64% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Added to 929,311 182,820 0.28% 0.1% 97 +142,227 18.07% Q1 2026 Apr 20, 2026
Capital International Sarl History New 914,752 178,293 2.92% 98 +914,752 New Q1 2026 May 13, 2026
MUFG Securities EMEA plc History New 863,980 167,888 2.5% 99 +863,980 New Q1 2026 May 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 828,369 165,952 0.28% 0.24% 100 -800,402 -49.14% Q1 2026 May 05, 2026
ASR Vermogensbeheer N.V. History New 841,921 163,101 1.92% 101 +841,921 New Q1 2026 Apr 30, 2026
SATURNA CAPITAL CORP History Reduced 821,571 161,970 2.27% 1.99% 102 -813,636 -49.76% Q1 2026 May 11, 2026
OMERS ADMINISTRATION Corp History New 826,368 160,081 1.03% 103 +826,368 New Q1 2026 May 15, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 768,754 151,362 0.66% 0.48% 104 -549,965 -41.7% Q1 2026 May 15, 2026
DRW Securities, LLC History Reduced 767,000 151,267 2.1% 2.29% 105 -175,983 -18.66% Q1 2026 May 13, 2026
SIH Partners, LLLP History Added to 765,049 150,882 1.99% 0.02% 106 +752,904 6199.29% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 770,830 150,728 0.44% 107 +770,830 New Q1 2026 May 08, 2026
TRUIST FINANCIAL CORP History Reduced 754,121 148,727 0.2% 0.19% 108 -784,559 -50.99% Q1 2026 Apr 27, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 744,724 146,874 2.51% 2.36% 109 -794,239 -51.61% Q1 2026 May 15, 2026
Generali Asset Management SPA SGR History New 954,783 140,257 2.93% 110 +954,783 New Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 684,404 134,979 0.12% 0.11% 111 -604,451 -46.9% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Reduced 683,752 134,845 0.12% 0.09% 112 -282,483 -29.24% Q1 2026 May 13, 2026
ORBIMED ADVISORS LLC History New 670,200 132,176 2.62% 113 +670,200 New Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History Reduced 663,945 130,943 0.09% 0.19% 114 -2,698,901 -80.26% Q1 2026 May 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 661,545 128,521 0.08% 115 +661,545 New Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 651,601 128,508 0.03% 0.03% 116 -501,271 -43.48% Q1 2026 May 06, 2026
Zurich Insurance Group Ltd/FI History New 657,228 127,475 1.0% 117 +657,228 New Q1 2026 May 15, 2026
GROUPAMA ASSET MANAGMENT History New 863,629 126,867 1.85% 118 +863,629 New Q1 2026 May 22, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 642,138 126,642 0.37% 0.3% 119 -595,581 -48.12% Q1 2026 May 12, 2026
1832 Asset Management L.P. History Added to 641,315 126,480 0.12% 0.04% 120 +62,265 10.75% Q1 2026 May 14, 2026
Man Group plc History New 628,476 121,746 0.22% 121 +628,476 New Q1 2026 May 15, 2026
Clark Capital Management Group, Inc. History Reduced 600,052 118,342 0.73% 0.73% 122 -693,117 -53.6% Q1 2026 May 15, 2026
NORGES BANK History No change 1,276,181 117,319 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History No change 1,272,600 116,990 0.23% 0.23% 124 0 0.0% Q4 2025 Feb 17, 2026
DNCA FINANCE History New 552,889 107,104 6.13% 125 +552,889 New Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 492,446 97,120 0.1% 0.0% 126 +481,526 4409.58% Q1 2026 May 14, 2026
Evelyn Partners Investment Management Services Ltd History Added to 498,147 96,792 11.39% 0.0% 127 +497,873 181705.47% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 498,704 96,607 0.22% 128 +498,704 New Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 487,032 96,033 0.05% 0.05% 129 -638,220 -56.72% Q1 2026 May 04, 2026
PGGM Investments History New 645,456 94,817 1.66% 130 +645,456 New Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 475,948 93,808 0.1% 0.1% 131 -489,299 -50.69% Q1 2026 May 05, 2026
Rockefeller Capital Management L.P. History Reduced 473,389 93,226 0.17% 0.11% 132 -181,050 -27.66% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 170,357 93,050 0.05% 0.05% 133 -816,053 -82.73% Q1 2026 May 12, 2026
CAPITAL INTERNATIONAL LTD /CA/ History New 472,311 92,310 3.42% 134 +472,311 New Q1 2026 May 13, 2026
Sofinnova Investments, Inc. History Reduced 456,031 89,938 3.42% 6.47% 135 -1,176,303 -72.06% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 452,905 89,321 0.02% 0.0% 136 +258,040 132.42% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 423,972 82,903 0.04% 137 +423,972 New Q1 2026 May 08, 2026
NICHOLAS COMPANY, INC. History Reduced 410,238 80,907 1.59% 1.75% 138 -673,616 -62.15% Q1 2026 May 04, 2026
HARDING LOEVNER LP History New 410,787 80,451 0.83% 139 +410,787 New Q1 2026 May 15, 2026
Compagnie Lombard Odier SCmA History New 410,771 79,572 0.98% 140 +410,771 New Q1 2026 Apr 15, 2026
Qube Research & Technologies Ltd History Added to 397,148 78,325 0.09% 0.02% 141 +216,748 120.15% Q1 2026 May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History New 401,553 78,112 1.13% 142 +401,553 New Q1 2026 May 13, 2026
Aberdeen Group plc History Reduced 388,152 76,551 0.12% 0.12% 143 -453,422 -53.88% Q1 2026 Apr 29, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 387,261 76,375 2.75% 2.53% 144 -376,048 -49.27% Q1 2026 Apr 24, 2026
Harvest Portfolios Group Inc. History Reduced 377,620 74,474 1.23% 1.21% 145 -377,193 -49.97% Q1 2026 May 14, 2026
Mariner, LLC History Reduced 371,923 73,315 0.09% 0.08% 146 -318,396 -46.12% Q1 2026 May 13, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 368,969 72,768 3.54% 3.27% 147 -378,591 -50.64% Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 369,802 71,917 0.03% 0.01% 148 +257,843 230.3% Q1 2026 May 15, 2026
Temasek Holdings (Private) Ltd History New 365,554 70,886 0.23% 149 +365,554 New Q1 2026 May 12, 2026
BLI - Banque de Luxembourg Investments History New 372,869 68,991 2.07% 150 +372,869 New Q1 2026 May 15, 2026
Achmea Investment Management B.V. History New 330,141 63,957 1.69% 151 +330,141 New Q1 2026 May 13, 2026
Cerity Partners LLC History Reduced 301,215 59,246 0.08% 0.08% 152 -272,190 -47.47% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Added to 288,690 56,085 0.19% 0.0% 153 +280,299 3340.47% Q1 2026 May 08, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 286,000 55,870 0.48% 0.15% 154 +92,000 47.42% Q1 2026 May 14, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 279,490 55,095 3.01% 3.66% 155 -282,941 -50.31% Q1 2026 Apr 17, 2026
VAN ECK ASSOCIATES CORP History Reduced 276,361 54,504 0.04% 0.05% 156 -337,050 -54.95% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 273,014 53,843 0.0% 0.0% 157 -569,143 -67.58% Q1 2026 May 15, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 265,640 52,389 1.51% 1.16% 158 -307,012 -53.61% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 261,537 51,580 0.01% 0.01% 159 -160,846 -38.08% Q1 2026 May 15, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 257,833 50,850 1.07% 1.01% 160 -245,684 -48.79% Q1 2026 May 12, 2026
State of Tennessee, Department of Treasury History New 256,980 49,781 0.17% 161 +256,980 New Q1 2026 May 15, 2026
USS Investment Management Ltd History New 255,467 49,634 0.19% 162 +255,467 New Q1 2026 Apr 24, 2026
Integral Health Asset Management, LLC History Reduced 250,000 49,305 2.36% 1.6% 163 -100,000 -28.57% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 253,111 49,064 0.09% 0.01% 164 +213,782 543.57% Q1 2026 May 01, 2026
FIRST TRUST ADVISORS LP History Reduced 247,584 48,742 0.03% 0.06% 165 -624,072 -71.6% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Reduced 244,094 47,958 0.08% 0.07% 166 -133,019 -35.27% Q1 2026 May 15, 2026
Capital Group Private Client Services, Inc. History Added to 241,824 47,100 0.79% 0.12% 167 +157,797 187.79% Q1 2026 May 13, 2026
Creative Planning History Reduced 233,193 45,990 0.03% 0.02% 168 -130,386 -35.86% Q1 2026 May 12, 2026
Crestwood Advisors Group, LLC History Reduced 232,867 45,925 0.77% 0.75% 169 -259,418 -52.7% Q1 2026 May 05, 2026
FARALLON CAPITAL MANAGEMENT LLC History New 226,499 44,670 0.25% 170 +226,499 New Q1 2026 May 15, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 263,507 44,440 1.47% 1.37% 171 -218,473 -45.33% Q1 2026 May 11, 2026
Skandinaviska Enskilda Banken AB (publ) History New 222,078 43,798 1.01% 172 +222,078 New Q1 2026 May 15, 2026
Cetera Investment Advisers History Reduced 226,457 43,429 0.05% 0.04% 173 -186,674 -45.19% Q1 2026 May 13, 2026
Tidal Investments LLC History Added to 216,729 42,192 0.09% 0.0% 174 +194,586 878.77% Q1 2026 May 15, 2026
Pictet North America Advisors SA History Added to 216,936 42,024 4.17% 0.81% 175 +124,026 133.49% Q1 2026 Apr 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 213,026 42,012 0.03% 0.28% 176 -1,970,450 -90.24% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 211,351 41,682 0.17% 0.17% 177 -250,203 -54.21% Q1 2026 May 13, 2026
NatWest Group plc History New 204,367 40,305 8.72% 178 +204,367 New Q1 2026 May 11, 2026
Osmosis Investment Management UK Ltd History New 199,294 38,621 1.04% 179 +199,294 New Q1 2026 May 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 193,059 38,075 1.33% 1.26% 180 -204,072 -51.39% Q1 2026 May 11, 2026
BANQUE PICTET & CIE SA History New 195,810 37,931 0.27% 181 +195,810 New Q1 2026 Apr 14, 2026
ASSETMARK, INC History Reduced 191,107 37,690 0.08% 0.06% 182 -144,280 -43.02% Q1 2026 May 06, 2026
Exane Asset Management History New 222,469 37,637 7.69% 183 +222,469 New Q1 2026 Apr 29, 2026
Main Street Research LLC History Reduced 190,644 37,598 2.19% 1.95% 184 -180,573 -48.64% Q1 2026 Apr 30, 2026
EFG International AG History New 178,185 35,141 0.75% 185 +178,185 New Q1 2026 May 15, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 176,914 34,890 1.03% 0.95% 186 -185,468 -51.18% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 170,651 33,655 0.17% 0.17% 187 -160,733 -48.5% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 170,432 33,581 0.13% 0.14% 188 -216,700 -55.98% Q1 2026 May 11, 2026
GUARDIAN CAPITAL LP History Added to 170,252 33,577 0.89% 0.18% 189 +104,779 160.03% Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History New 169,590 32,982 0.67% 190 +169,590 New Q1 2026 May 04, 2026
J. Safra Sarasin Holding AG History Added to 168,752 32,658 0.56% 0.0% 191 +166,477 7317.67% Q1 2026 May 04, 2026
Federation des caisses Desjardins du Quebec History Reduced 168,010 32,629 0.12% 0.06% 192 -6,063 -3.48% Q1 2026 May 13, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 167,622 32,489 18.99% 0.63% 193 +156,940 1469.2% Q1 2026 Apr 30, 2026
Walleye Trading LLC History Reduced 163,457 32,236 0.05% 0.07% 194 -373,361 -69.55% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Reduced 160,926 31,738 0.08% 0.07% 195 -163,622 -50.42% Q1 2026 Apr 22, 2026
Ninety One North America, Inc. History New 158,554 30,714 1.38% 196 +158,554 New Q1 2026 Apr 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 148,684 29,323 0.04% 0.17% 197 -1,347,996 -90.07% Q1 2026 May 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 148,419 29,271 0.44% 0.45% 198 -187,139 -55.77% Q1 2026 May 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 147,009 28,993 0.62% 0.56% 199 -146,768 -49.96% Q1 2026 Apr 30, 2026
Cumberland Partners Ltd History Added to 145,746 28,744 2.18% 0.71% 200 +20,334 16.21% Q1 2026 May 14, 2026
Foresight Global Investors, Inc. History Reduced 145,297 28,655 18.6% 24.01% 201 -145,375 -50.01% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History New 147,386 28,551 0.15% 202 +147,386 New Q1 2026 May 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History New 143,864 27,949 0.16% 203 +143,864 New Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 141,415 27,889 0.04% 0.03% 204 -68,961 -32.78% Q1 2026 May 06, 2026
BARINGS LLC History New 143,032 27,787 0.45% 205 +143,032 New Q1 2026 May 06, 2026
TCW GROUP INC History New 142,922 27,686 0.21% 206 +142,922 New Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 140,117 27,633 0.08% 0.07% 207 -165,519 -54.16% Q1 2026 May 04, 2026
Martin Investment Management, LLC History Reduced 140,080 27,626 8.27% 7.96% 208 -169,427 -54.74% Q1 2026 May 13, 2026
Phoenix Financial Ltd. History Reduced 139,398 27,493 0.26% 0.8% 209 -665,002 -82.67% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 139,073 27,427 0.03% 0.03% 210 -120,030 -46.33% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Added to 135,577 27,110 0.08% 0.02% 211 +107,176 377.37% Q1 2026 May 12, 2026
Epoch Investment Partners, Inc. History Reduced 137,132 27,045 0.16% 0.43% 212 -689,962 -83.42% Q1 2026 May 14, 2026
CAMBIAR INVESTORS LLC History Reduced 133,599 26,348 1.22% 1.13% 213 -142,551 -51.62% Q1 2026 May 12, 2026
Capital Wealth Planning, LLC History Reduced 133,597 26,348 0.15% 0.12% 214 -72,792 -35.27% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Reduced 133,378 26,304 0.04% 0.04% 215 -134,711 -50.25% Q1 2026 May 14, 2026
SYCOMORE ASSET MANAGEMENT History New 163,871 26,202 3.65% 216 +163,871 New Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 128,254 25,294 0.01% 0.01% 217 -117,223 -47.75% Q1 2026 May 08, 2026
M&T BANK CORP History Reduced 124,179 24,455 0.08% 0.06% 218 -89,583 -41.91% Q1 2026 May 12, 2026
Fiera Capital Corp History Added to 123,765 24,408 0.08% 0.0% 219 +114,850 1288.28% Q1 2026 May 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 124,535 24,188 0.27% 220 +124,535 New Q1 2026 May 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 122,435 24,146 0.17% 0.15% 221 -113,853 -48.18% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 122,211 24,102 0.11% 0.01% 222 +73,111 148.9% Q1 2026 May 14, 2026
MACQUARIE GROUP LTD History New 120,191 23,704 0.14% 223 +120,191 New Q1 2026 May 15, 2026
Waverly Advisors, LLC History Reduced 119,336 23,446 0.18% 0.18% 224 -118,483 -49.82% Q1 2026 May 15, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 115,341 22,747 0.98% 0.92% 225 -124,755 -51.96% Q1 2026 May 08, 2026
EDENTREE ASSET MANAGEMENT Ltd History New 117,184 22,700 6.84% 226 +117,184 New Q1 2026 May 14, 2026
Curi Capital, LLC History Added to 112,406 22,168 0.39% 0.17% 227 +3,825 3.52% Q1 2026 May 15, 2026
BOONE CAPITAL MANAGEMENT LLC History Reduced 110,101 21,714 6.65% 6.35% 228 -110,100 -50.0% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 109,247 21,545 0.03% 0.03% 229 -119,478 -52.24% Q1 2026 Apr 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 108,700 21,057 0.21% 230 +108,700 New Q1 2026 May 08, 2026
Gradient Investments LLC History Reduced 104,776 20,662 0.32% 0.27% 231 -79,669 -43.19% Q1 2026 Apr 13, 2026
LGT Fund Management Co Ltd. History Added to 103,991 20,202 0.88% 0.29% 232 +64,033 160.25% Q1 2026 Apr 28, 2026
Corient Private Wealth LLC History Reduced 104,740 19,861 0.03% 0.03% 233 -226,341 -68.36% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 100,622 19,844 0.06% 0.05% 234 -110,562 -52.35% Q1 2026 May 08, 2026
Vestal Point Capital, LP History New 100,000 19,722 0.55% 235 +100,000 New Q1 2026 May 15, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 99,814 19,685 0.4% 0.41% 236 -124,861 -55.57% Q1 2026 May 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 100,830 19,592 0.08% 237 +100,830 New Q1 2026 May 15, 2026
Capital Group Investment Management Pte. Ltd. History New 99,013 19,297 3.3% 238 +99,013 New Q1 2026 May 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 97,737 19,188 0.2% 0.18% 239 -77,977 -44.38% Q1 2026 Apr 27, 2026
Optiver Holding B.V. History New 95,433 18,821 0.01% 240 +95,433 New Q1 2026 May 15, 2026
Artia Global Partners LP History Reduced 95,376 18,810 3.77% 2.48% 241 -95,376 -50.0% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 94,445 18,575 0.3% 0.1% 242 +29,216 44.79% Q1 2026 Apr 22, 2026
SALT Holding Corp. History Reduced 93,250 18,390 11.11% 13.28% 243 -93,250 -50.0% Q1 2026 May 15, 2026
111 Capital History Added to 93,536 18,175 4.48% 0.11% 244 +88,277 1678.59% Q1 2026 May 11, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 91,743 18,093 0.98% 1.09% 245 -132,164 -59.03% Q1 2026 Apr 13, 2026
SCS Capital Management LLC History Added to 87,349 16,998 0.18% 0.03% 246 +55,293 172.49% Q1 2026 May 11, 2026
Vestmark Advisory Solutions, Inc. History Reduced 84,737 16,712 0.19% 0.2% 247 -77,217 -47.68% Q1 2026 May 15, 2026
OSSIAM History New 85,120 16,489 0.29% 248 +85,120 New Q1 2026 May 14, 2026
Strategic Wealth Partners, Ltd. History Reduced 82,660 16,302 1.13% 1.04% 249 -81,994 -49.8% Q1 2026 May 12, 2026
Mitsubishi UFJ Trust & Banking Corp History New 83,239 16,141 0.04% 250 +83,239 New Q1 2026 May 12, 2026
Tower Research Capital LLC (TRC) History Added to 80,835 15,942 0.41% 0.12% 251 +25,329 45.63% Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Reduced 80,263 15,829 0.13% 0.11% 252 -80,127 -49.96% Q1 2026 May 13, 2026
Longaeva Partners L.P. History New 80,130 15,803 0.59% 253 +80,130 New Q1 2026 May 15, 2026
CULLEN/FROST BANKERS, INC. History Reduced 79,710 15,720 0.18% 0.16% 254 -79,305 -49.87% Q1 2026 May 05, 2026
FourThought Financial Partners, LLC History Reduced 79,487 15,676 1.35% 1.17% 255 -71,509 -47.36% Q1 2026 May 07, 2026
Walleye Capital LLC History Reduced 79,001 15,580 0.06% 0.24% 256 -781,394 -90.82% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 78,954 15,562 0.03% 0.02% 257 -63,294 -44.5% Q1 2026 May 14, 2026
Chesley Taft & Associates LLC History Reduced 78,802 15,541 0.65% 0.55% 258 -73,948 -48.41% Q1 2026 Apr 13, 2026
BAILARD, INC. History Reduced 78,509 15,483 0.36% 0.32% 259 -80,504 -50.63% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 76,396 15,066 0.02% 0.02% 260 -52,882 -40.91% Q1 2026 May 15, 2026
Hilton Capital Management, LLC History Reduced 73,991 14,592 1.1% 1.01% 261 -71,341 -49.09% Q1 2026 May 14, 2026
PARK NATIONAL CORP /OH/ History Reduced 73,331 14,462 0.44% 0.4% 262 -66,106 -47.41% Q1 2026 Apr 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 72,260 14,251 0.18% 0.17% 263 -70,414 -49.35% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Reduced 72,008 14,201 0.34% 0.31% 264 -56,627 -44.02% Q1 2026 May 15, 2026
OAK FAMILY ADVISORS, LLC History Reduced 70,984 13,999 3.94% 3.64% 265 -73,148 -50.75% Q1 2026 Apr 20, 2026
&PARTNERS History Reduced 70,365 13,872 0.07% 0.07% 266 -64,759 -47.93% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 70,159 13,837 0.11% 0.08% 267 -50,859 -42.03% Q1 2026 May 04, 2026
CIBC Asset Management Inc History Reduced 69,747 13,755 0.03% 0.06% 268 -184,109 -72.52% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 69,697 13,743 0.13% 0.13% 269 -72,758 -51.07% Q1 2026 May 14, 2026
Smith Salley Wealth Management History Reduced 68,919 13,592 0.68% 0.62% 270 -66,686 -49.18% Q1 2026 Apr 16, 2026
OSAIC HOLDINGS, INC. History Reduced 69,417 13,590 0.02% 0.02% 272 -113,468 -62.04% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 68,950 13,590 0.02% 0.01% 271 -58,952 -46.09% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 68,041 13,389 0.02% 0.06% 273 -353,078 -83.84% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 144,510 13,284 0.06% 0.06% 274 0 0.0% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Reduced 66,457 13,085 0.3% 0.26% 275 -62,676 -48.54% Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 66,149 12,942 0.03% 0.03% 276 -60,885 -47.93% Q1 2026 Apr 30, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 65,175 12,853 2.89% 3.12% 277 -92,572 -58.68% Q1 2026 May 13, 2026
ALLIANZ SE History Added to 66,248 12,833 0.14% 0.01% 278 +57,355 644.95% Q1 2026 May 11, 2026
Atria Investments, Inc History Reduced 64,858 12,791 0.14% 0.13% 279 -60,687 -48.34% Q1 2026 May 05, 2026
Bleakley Financial Group, LLC History Reduced 64,226 12,664 0.2% 0.14% 280 -23,183 -26.52% Q1 2026 May 04, 2026
BAMCO INC /NY/ History Reduced 63,835 12,589 0.04% 0.03% 281 -71,190 -52.72% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 63,332 12,490 0.14% 282 +63,332 New Q1 2026 Apr 23, 2026
ZEVIN ASSET MANAGEMENT LLC History New 63,310 12,486 1.73% 283 +63,310 New Q1 2026 May 07, 2026
AXIOM INVESTORS LLC /DE History New 62,728 12,371 0.14% 284 +62,728 New Q1 2026 May 14, 2026
SPHERA FUNDS MANAGEMENT LTD. History Reduced 62,530 12,332 1.96% 2.4% 285 -72,530 -53.7% Q1 2026 May 15, 2026
Banque Transatlantique SA History Added to 62,182 12,063 0.29% 0.0% 286 +61,780 15368.16% Q1 2026 May 13, 2026
WESBANCO BANK INC History Reduced 60,188 11,870 0.33% 0.32% 287 -65,374 -52.07% Q1 2026 Apr 21, 2026
Caption Management, LLC History Reduced 60,000 11,833 0.07% 0.15% 288 -177,900 -74.78% Q1 2026 May 15, 2026
Azimuth Capital Investment Management LLC History Reduced 58,545 11,546 0.43% 0.38% 289 -57,925 -49.73% Q1 2026 May 12, 2026
Parkwood LLC History New 58,982 11,459 1.02% 290 +58,982 New Q1 2026 May 15, 2026
DODGE & COX History Reduced 57,474 11,335 0.01% 0.01% 291 -63,569 -52.52% Q1 2026 May 14, 2026
Value Partners Investments Inc. History New 58,415 11,330 0.86% 292 +58,415 New Q1 2026 Apr 21, 2026
LORD, ABBETT & CO. LLC History New 57,671 11,213 0.04% 293 +57,671 New Q1 2026 May 14, 2026
Altrius Capital Management Inc History Reduced 55,528 10,951 2.18% 2.24% 294 -59,536 -51.74% Q1 2026 May 05, 2026
Prospera Financial Services Inc History Reduced 55,430 10,932 0.18% 0.17% 295 -55,584 -50.07% Q1 2026 Apr 14, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 54,763 10,800 0.31% 0.3% 296 -56,580 -50.82% Q1 2026 May 12, 2026
HOWE & RUSLING INC History New 53,182 10,488 0.68% 297 +53,182 New Q1 2026 Apr 28, 2026
Advisors Asset Management, Inc. History Reduced 53,077 10,467 0.17% 0.12% 298 -26,653 -33.43% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History New 53,761 10,414 0.02% 299 +53,761 New Q1 2026 May 13, 2026
Private Advisor Group, LLC History Reduced 52,611 10,375 0.05% 0.04% 300 -51,082 -49.26% Q1 2026 Apr 24, 2026
PARK AVENUE SECURITIES LLC History Reduced 52,783 10,223 0.08% 0.08% 301 -54,003 -50.57% Q1 2026 Apr 07, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 50,631 9,985 0.22% 0.19% 302 -51,087 -50.22% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 50,521 9,963 0.3% 0.27% 303 -48,408 -48.93% Q1 2026 May 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 50,083 9,850 0.77% 0.58% 304 -33,456 -40.05% Q1 2026 Apr 29, 2026
S&CO INC History New 50,765 9,832 0.61% 305 +50,765 New Q1 2026 May 07, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 49,482 9,758 0.65% 0.54% 306 -48,181 -49.33% Q1 2026 Apr 30, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History New 48,088 9,319 2.35% 307 +48,088 New Q1 2026 May 13, 2026
Mengis Capital Management, Inc. History Reduced 46,698 9,209 1.59% 1.52% 308 -46,663 -49.98% Q1 2026 May 12, 2026
Pinnacle Financial Partners, Inc. History Reduced 46,263 9,124 0.07% 0.06% 309 -37,528 -44.79% Q1 2026 May 14, 2026
Catalyst Funds Management Pty Ltd History Added to 58,884 9,085 1.54% 0.3% 310 +44,884 320.6% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Reduced 46,683 9,067 0.01% 0.01% 311 -24,377 -34.3% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 45,217 8,913 0.21% 0.06% 312 +30,746 212.47% Q1 2026 Apr 27, 2026
GQG Partners LLC History Reduced 45,524 8,872 0.01% 0.02% 313 -56,848 -55.53% Q1 2026 May 12, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 47,248 8,748 2.74% 2.74% 314 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 44,163 8,709 0.01% 0.01% 315 -42,044 -48.77% Q1 2026 May 07, 2026
Covenant Asset Management, LLC History Added to 43,855 8,649 1.3% 0.05% 316 +39,721 960.84% Q1 2026 Apr 14, 2026
Kestra Advisory Services, LLC History Reduced 43,828 8,644 0.03% 0.04% 317 -56,779 -56.44% Q1 2026 Apr 30, 2026
FEDERATED HERMES, INC. History Reduced 43,585 8,595 0.01% 0.01% 318 -51,705 -54.26% Q1 2026 May 11, 2026
Metis Global Partners, LLC History New 43,779 8,483 0.21% 319 +43,779 New Q1 2026 May 07, 2026
BESSEMER GROUP INC History Reduced 42,779 8,437 0.01% 0.01% 320 -59,917 -58.34% Q1 2026 May 06, 2026
RWA WEALTH PARTNERS, LLC History Reduced 42,246 8,331 0.09% 0.08% 321 -41,578 -49.6% Q1 2026 May 13, 2026
Lido Advisors, LLC History Reduced 42,073 8,298 0.03% 0.03% 322 -89,689 -68.07% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 42,071 8,297 0.06% 0.03% 323 -39,976 -48.72% Q1 2026 May 15, 2026
Goelzer Investment Management, Inc. History Reduced 41,673 8,218 0.4% 0.35% 324 -40,863 -49.51% Q1 2026 Apr 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 41,656 8,215 0.14% 0.15% 325 -46,599 -52.8% Q1 2026 Apr 20, 2026
Sava Infond d.o.o. History New 41,890 8,148 1.16% 326 +41,890 New Q1 2026 May 11, 2026
Boston Common Asset Management, LLC History Reduced 40,960 8,078 0.52% 0.46% 327 -42,464 -50.9% Q1 2026 May 07, 2026
Oxbow Advisors, LLC History Reduced 40,552 7,997 0.68% 0.63% 328 -37,736 -48.2% Q1 2026 Apr 27, 2026
WealthPlan Investment Management, LLC History Reduced 40,405 7,968 0.44% 0.5% 329 -45,657 -53.05% Q1 2026 Apr 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 40,168 7,921 0.03% 0.02% 330 -13,871 -25.67% Q1 2026 Apr 24, 2026
J. Goldman & Co LP History New 40,000 7,888 0.23% 331 +40,000 New Q1 2026 May 15, 2026
Henry James International Management Inc. History Reduced 38,492 7,591 2.74% 2.23% 332 -38,495 -50.0% Q1 2026 Apr 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 38,513 7,509 0.01% 0.03% 333 -140,246 -78.46% Q1 2026 May 14, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 37,481 7,392 0.27% 0.18% 334 -15,721 -29.55% Q1 2026 May 15, 2026
TRIGLAV INVESTMENTS, D.O.O. History Reduced 36,618 7,217 0.5% 0.58% 335 -63,617 -63.47% Q1 2026 May 04, 2026
IEQ CAPITAL, LLC History Reduced 35,970 7,093 0.03% 0.02% 336 -34,419 -48.9% Q1 2026 May 14, 2026
Ethic Inc. History Reduced 35,606 7,022 0.11% 0.14% 337 -61,096 -63.18% Q1 2026 Apr 27, 2026
Orca Wealth Management, LLC History New 34,643 6,832 4.86% 338 +34,643 New Q1 2026 Apr 23, 2026
Wahed Invest LLC History New 35,154 6,809 0.88% 339 +35,154 New Q1 2026 May 13, 2026
Americana Partners, LLC History New 34,660 6,773 0.18% 340 +34,660 New Q1 2026 May 12, 2026
Calamos Advisors LLC History Reduced 33,768 6,659 0.02% 0.02% 341 -42,210 -55.56% Q1 2026 May 04, 2026
SHERMAN PORFOLIOS, LLC History Reduced 33,343 6,575 0.5% 0.4% 342 -30,085 -47.43% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 33,103 6,528 0.14% 0.13% 343 -31,939 -49.11% Q1 2026 May 14, 2026
Rossmore Private Capital History Reduced 33,683 6,523 0.57% 0.54% 344 -32,709 -49.27% Q1 2026 May 01, 2026
Wilmington Savings Fund Society, FSB History Reduced 32,708 6,450 0.15% 0.14% 345 -33,742 -50.78% Q1 2026 Apr 30, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 32,691 6,447 0.65% 0.59% 346 -32,261 -49.67% Q1 2026 Apr 30, 2026
PITTENGER & ANDERSON INC History Reduced 32,472 6,404 0.25% 0.23% 347 -32,448 -49.98% Q1 2026 May 01, 2026
HENDLEY & CO INC History Reduced 32,377 6,385 2.36% 2.13% 348 -32,428 -50.04% Q1 2026 Apr 17, 2026
PINKERTON WEALTH, LLC History Reduced 69,281 6,368 0.58% 0.66% 349 -752 -1.07% Q1 2026 Apr 09, 2026
Te Ahumairangi Investment Management Ltd History New 32,489 6,293 1.05% 350 +32,489 New Q1 2026 May 14, 2026
DAVENPORT & Co LLC History Reduced 31,297 6,172 0.03% 0.02% 351 -17,758 -36.2% Q1 2026 Apr 15, 2026
Naviter Wealth, LLC History Reduced 31,249 6,162 0.77% 0.72% 352 -28,764 -47.93% Q1 2026 Apr 10, 2026
Plato Investment Management Ltd History New 31,725 6,151 0.41% 353 +31,725 New Q1 2026 May 04, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 31,185 6,150 1.34% 1.19% 354 -30,611 -49.54% Q1 2026 Apr 14, 2026
Cinctive Capital Management LP History Added to 30,971 6,108 0.4% 0.02% 355 +26,892 659.28% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 31,205 6,101 0.0% 356 +31,205 New Q1 2026 May 08, 2026
RNC CAPITAL MANAGEMENT LLC History No change 66,035 6,070 0.28% 0.28% 357 0 0.0% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Reduced 30,674 6,045 0.03% 0.03% 358 -24,399 -44.3% Q1 2026 May 08, 2026
PRINCIPAL SECURITIES, INC. History Reduced 30,501 6,015 0.09% 0.08% 359 -29,026 -48.76% Q1 2026 May 13, 2026
Patten Group, Inc. History Reduced 30,089 5,876 1.02% 1.11% 360 -35,317 -54.0% Q1 2026 Apr 24, 2026
GLOBALT Investments LLC / GA History Reduced 29,788 5,874 0.21% 0.21% 361 -32,623 -52.27% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Reduced 29,610 5,840 0.21% 0.19% 362 -27,921 -48.53% Q1 2026 May 13, 2026
Arrow Capital Pty Ltd History New 30,000 5,816 5.82% 363 +30,000 New Q1 2026 May 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 28,837 5,687 0.12% 0.1% 364 -24,125 -45.55% Q1 2026 May 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 28,812 5,682 0.48% 0.47% 365 -32,357 -52.9% Q1 2026 Apr 20, 2026
Westerkirk Capital Inc. History Added to 28,729 5,665 0.61% 0.05% 366 +23,264 425.69% Q1 2026 May 14, 2026
BENJAMIN EDWARDS INC History Reduced 29,240 5,662 0.06% 0.06% 367 -30,124 -50.74% Q1 2026 May 12, 2026
NewEdge Wealth, LLC History Reduced 28,697 5,658 0.07% 0.06% 368 -27,417 -48.86% Q1 2026 May 13, 2026
Vident Advisory, LLC History Reduced 28,032 5,528 0.05% 0.04% 369 -21,559 -43.47% Q1 2026 May 14, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 27,758 5,473 0.27% 0.24% 370 -27,644 -49.9% Q1 2026 May 04, 2026
Ramirez Asset Management, Inc. History Reduced 27,509 5,416 0.65% 0.6% 371 -21,753 -44.16% Q1 2026 May 12, 2026
AIMZ Investment Advisors, LLC History Reduced 27,296 5,382 1.66% 1.47% 372 -28,485 -51.07% Q1 2026 May 15, 2026
Calamos Wealth Management LLC History Reduced 27,227 5,369 0.18% 0.1% 373 -4,322 -13.7% Q1 2026 May 04, 2026
OpenArc Corporate Advisory, LLC History Reduced 26,651 5,256 0.08% 0.04% 374 -1,470 -5.23% Q1 2026 May 11, 2026
Fiduciary Group, LLC History Reduced 26,565 5,239 0.45% 0.4% 375 -25,640 -49.11% Q1 2026 May 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 26,234 5,174 0.08% 0.17% 376 -96,626 -78.65% Q1 2026 May 01, 2026
Global Retirement Partners, LLC History No change 56,118 5,158 0.09% 0.09% 377 0 0.0% Q4 2025 Feb 06, 2026
Brookmont Capital Management History Reduced 26,027 5,133 2.87% 2.68% 378 -24,328 -48.31% Q1 2026 May 15, 2026
POLEN CAPITAL MANAGEMENT LLC History New 26,046 5,118 0.04% 379 +26,046 New Q1 2026 May 14, 2026
Simplify Asset Management Inc. History Reduced 25,818 5,091 0.08% 0.11% 380 -45,162 -63.63% Q1 2026 Apr 27, 2026
WCG Wealth Advisors LLC History Reduced 25,758 5,079 0.14% 0.09% 381 -10,125 -28.22% Q1 2026 May 12, 2026
China Universal Asset Management Co., Ltd. History Reduced 25,600 5,048 0.38% 0.96% 382 -110,036 -81.13% Q1 2026 Apr 27, 2026
Atlantic Union Bankshares Corp History Reduced 25,273 4,984 0.1% 0.17% 383 -72,865 -74.25% Q1 2026 May 12, 2026
Robbins Farley History Reduced 25,137 4,957 2.19% 2.08% 384 -24,769 -49.63% Q1 2026 Apr 17, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 25,082 4,946 0.36% 0.35% 385 -26,162 -51.05% Q1 2026 Apr 20, 2026
D. E. Shaw & Co., Inc. History Reduced 25,005 4,931 0.0% 0.0% 386 -28,232 -53.03% Q1 2026 May 15, 2026
NWI MANAGEMENT LP History Reduced 25,000 4,930 0.28% 0.21% 387 -25,000 -50.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Reduced 24,472 4,826 0.15% 0.5% 388 -92,429 -79.07% Q1 2026 Apr 29, 2026
Samjo Management, LLC History Reduced 24,665 4,777 2.07% 1.81% 389 -26,300 -51.6% Q1 2026 May 15, 2026
Seascape Capital Management History Reduced 24,083 4,750 1.37% 1.26% 390 -24,251 -50.17% Q1 2026 Apr 28, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 24,071 4,747 0.53% 0.47% 391 -23,121 -48.99% Q1 2026 Apr 24, 2026
Stanley-Laman Group, Ltd. History Reduced 24,050 4,743 0.58% 0.59% 392 -26,062 -52.01% Q1 2026 Apr 16, 2026
HM PAYSON & CO History Reduced 23,991 4,731 0.07% 0.07% 393 -27,526 -53.43% Q1 2026 Apr 13, 2026
AMG National Trust Bank History Reduced 23,921 4,716 0.1% 0.1% 394 -22,793 -48.79% Q1 2026 May 04, 2026
Aviso Financial Inc. History Reduced 23,786 4,691 0.17% 0.16% 395 -22,607 -48.73% Q1 2026 May 13, 2026
L & S Advisors Inc History Reduced 23,613 4,656 0.59% 0.72% 396 -61,078 -72.12% Q1 2026 May 11, 2026
Concurrent Investment Advisors, LLC History Reduced 23,353 4,605 0.05% 0.05% 397 -26,887 -53.52% Q1 2026 Apr 20, 2026
Clayton Partners LLC History Reduced 23,144 4,564 3.32% 3.06% 398 -22,995 -49.84% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Reduced 22,925 4,521 0.09% 0.1% 399 -28,126 -55.09% Q1 2026 May 14, 2026
Sound View Wealth Advisors Group, LLC History Reduced 22,870 4,510 0.31% 0.29% 400 -24,236 -51.45% Q1 2026 May 06, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 22,732 4,483 0.25% 0.23% 401 -25,146 -52.52% Q1 2026 Apr 13, 2026
Dynasty Wealth Management, LLC History Reduced 22,694 4,475 0.04% 0.04% 402 -1,088 -4.57% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Reduced 22,659 4,468 0.02% 0.02% 403 -7,400 -24.62% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Reduced 22,421 4,422 0.03% 0.01% 404 -1,896 -7.8% Q1 2026 May 05, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 22,244 4,386 0.0% 405 +22,244 New Q1 2026 May 14, 2026
CHOREO, LLC History Reduced 22,249 4,369 0.05% 0.06% 406 -28,192 -55.89% Q1 2026 May 12, 2026
FNY Investment Advisers, LLC History Added to 7,450 4,367 1.91% 0.78% 407 +7,250 3625.0% Q1 2026 Apr 15, 2026
Evelyn Partners Investment Management (Europe) Ltd History New 21,991 4,272 1.47% 408 +21,991 New Q1 2026 May 15, 2026
Cox Capital Mgt LLC History Reduced 21,586 4,257 2.83% 3.45% 409 -37,103 -63.22% Q1 2026 Apr 14, 2026
Arkadios Wealth Advisors History Reduced 21,533 4,246 0.07% 0.08% 410 -21,150 -49.55% Q1 2026 May 18, 2026
Madison Asset Management, LLC History Reduced 21,436 4,227 0.05% 0.04% 411 -19,148 -47.18% Q1 2026 May 07, 2026
GeoWealth Management, LLC History Reduced 21,061 4,153 0.15% 0.12% 412 -14,718 -41.14% Q1 2026 May 13, 2026
Coppell Advisory Solutions LLC History Added to 21,183 4,106 2.42% 0.16% 413 +4,051 23.65% Q1 2026 May 15, 2026
GC Wealth Management RIA, LLC History Reduced 20,528 4,048 0.17% 0.12% 414 -14,873 -42.01% Q1 2026 May 14, 2026
LMR Partners LLP History Reduced 20,425 4,027 0.01% 0.26% 415 -1,496,073 -98.65% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Reduced 20,285 4,000 0.02% 0.02% 416 -19,406 -48.89% Q1 2026 Apr 30, 2026
Ballentine Partners, LLC History Reduced 20,254 3,994 0.06% 0.05% 417 -16,369 -44.7% Q1 2026 May 14, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 20,162 3,976 0.12% 0.11% 418 -16,651 -45.23% Q1 2026 Apr 27, 2026
Sivik Global Healthcare LLC History Reduced 20,000 3,944 3.0% 1.07% 419 -20,000 -50.0% Q1 2026 Apr 15, 2026
Evelyn Partners Asset Management Ltd History Reduced 20,317 3,938 0.97% 0.49% 420 -2,614 -11.4% Q1 2026 May 15, 2026
GAM Holding AG History No change 42,793 3,933 0.25% 0.25% 421 0 0.0% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 20,119 3,912 0.06% 0.02% 422 +10,405 107.11% Q1 2026 May 12, 2026
Bank Pictet & Cie (Europe) AG History New 20,056 3,885 0.08% 423 +20,056 New Q1 2026 Apr 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 19,596 3,864 0.0% 0.08% 424 -303,633 -93.94% Q1 2026 May 04, 2026
CHANNEL WEALTH LLC History Reduced 19,485 3,842 0.93% 1.12% 425 -28,468 -59.37% Q1 2026 May 11, 2026
Empowered Funds, LLC History New 19,430 3,831 0.02% 426 +19,430 New Q1 2026 May 14, 2026
Lighthouse Investment Partners, LLC History New 19,335 3,813 0.13% 427 +19,335 New Q1 2026 May 14, 2026
Foundation Wealth Management, LLC\PA History Reduced 19,111 3,769 1.33% 1.28% 428 -19,300 -50.25% Q1 2026 Apr 21, 2026
GABELLI FUNDS LLC History Reduced 19,100 3,766 0.03% 0.04% 429 -43,900 -69.68% Q1 2026 May 14, 2026
HRT FINANCIAL LP History New 19,084 3,763 0.01% 430 +19,084 New Q1 2026 May 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 19,005 3,748 0.49% 0.4% 431 -14,364 -43.05% Q1 2026 May 04, 2026
PINNACLE ASSOCIATES LTD History Reduced 18,836 3,714 0.05% 0.04% 432 -14,723 -43.87% Q1 2026 Apr 21, 2026
Summit Financial, LLC History Added to 18,729 3,693 0.05% 0.01% 433 +8,252 78.76% Q1 2026 May 15, 2026
Compound Planning, Inc. History Reduced 18,570 3,662 0.11% 0.11% 434 -24,013 -56.39% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Reduced 18,787 3,639 0.1% 0.09% 435 -19,737 -51.23% Q1 2026 May 14, 2026
Marks Group Wealth Management, Inc History Reduced 18,442 3,637 0.35% 0.33% 436 -19,345 -51.19% Q1 2026 May 05, 2026
Gray Foundation History Reduced 18,268 3,602 0.91% 0.84% 437 -18,269 -50.0% Q1 2026 Apr 22, 2026
Third View Private Wealth, LLC History Reduced 18,064 3,562 0.49% 0.4% 438 -14,027 -43.71% Q1 2026 Apr 15, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 18,000 3,549 0.36% 0.19% 439 -3,400 -15.89% Q1 2026 May 14, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 17,589 3,469 1.58% 1.48% 440 -18,221 -50.88% Q1 2026 Apr 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 17,524 3,456 0.04% 0.03% 441 -11,185 -38.96% Q1 2026 Apr 20, 2026
SEARLE & CO. History Reduced 17,675 3,423 0.86% 0.84% 442 -17,675 -50.0% Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 17,331 3,387 0.02% 0.02% 443 -38,997 -69.23% Q1 2026 Apr 29, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 17,100 3,372 0.01% 0.01% 444 -66,600 -79.57% Q1 2026 May 15, 2026
Westview Management dba Westview Investment Advisors History Reduced 17,007 3,354 1.75% 1.71% 445 -22,129 -56.54% Q1 2026 May 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 16,987 3,350 0.02% 0.02% 446 -13,842 -44.9% Q1 2026 May 15, 2026
FIRST FOUNDATION ADVISORS History Reduced 16,959 3,344 0.13% 0.43% 447 -106,968 -86.32% Q1 2026 May 04, 2026
Financial Gravity Asset Management, Inc. History Reduced 16,601 3,274 0.58% 0.59% 448 -16,712 -50.17% Q1 2026 May 08, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 16,578 3,269 1.14% 0.71% 449 -4,793 -22.43% Q1 2026 Apr 15, 2026
OARSMAN CAPITAL, INC. History Reduced 16,553 3,264 0.41% 0.34% 450 -12,091 -42.21% Q1 2026 Apr 27, 2026
Bank OZK History Reduced 16,454 3,245 1.14% 0.79% 451 -7,878 -32.38% Q1 2026 May 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 15,783 3,235 0.18% 0.17% 452 -16,494 -51.1% Q1 2026 Apr 17, 2026
ALTFEST L J & CO INC History Added to 16,309 3,216 0.34% 0.15% 453 +1,521 10.29% Q1 2026 Apr 28, 2026
Verdence Capital Advisors LLC History Reduced 15,937 3,143 0.18% 0.2% 454 -21,360 -57.27% Q1 2026 Apr 30, 2026
Columbus Macro, LLC History Reduced 15,934 3,095 0.33% 0.32% 455 -16,238 -50.47% Q1 2026 Apr 21, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 15,801 3,060 0.17% 0.17% 456 -17,007 -51.84% Q1 2026 Apr 30, 2026
White Lighthouse Investment Management Inc. History Reduced 15,213 3,000 0.42% 0.39% 457 -15,161 -49.91% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Reduced 15,128 2,983 0.02% 0.01% 458 -8,314 -35.47% Q1 2026 May 15, 2026
Generali Investments CEE, investicni spolecnost, a.s. History New 15,328 2,978 0.16% 459 +15,328 New Q1 2026 Apr 15, 2026
Qtron Investments LLC History Reduced 14,990 2,956 0.4% 0.36% 460 -14,980 -49.98% Q1 2026 May 15, 2026
Venturi Wealth Management, LLC History Reduced 14,750 2,908 0.13% 0.12% 461 -13,648 -48.06% Q1 2026 Apr 21, 2026
Jefferies Financial Group Inc. History Added to 14,788 2,875 0.02% 0.0% 462 +6,812 85.41% Q1 2026 May 07, 2026
EP Wealth Advisors, LLC History Reduced 14,560 2,871 0.01% 0.01% 463 -14,657 -50.17% Q1 2026 May 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 14,416 2,843 0.01% 0.01% 464 -10,144 -41.3% Q1 2026 May 14, 2026
NTV ASSET MANAGEMENT LLC History Reduced 14,339 2,827 0.31% 0.29% 465 -15,113 -51.31% Q1 2026 Apr 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 14,289 2,818 0.09% 466 +14,289 New Q1 2026 May 14, 2026
DILLON & ASSOCIATES INC History Reduced 14,274 2,812 0.39% 0.31% 467 -11,689 -45.02% Q1 2026 May 07, 2026
Purpose Unlimited Inc. History Reduced 14,239 2,807 0.12% 0.31% 468 -59,251 -80.62% Q1 2026 May 15, 2026
Blue Trust, Inc. History Reduced 14,103 2,781 0.03% 0.02% 469 -3,890 -21.62% Q1 2026 Apr 20, 2026
GUGGENHEIM CAPITAL LLC History Reduced 14,101 2,780 0.02% 0.13% 470 -181,501 -92.79% Q1 2026 May 15, 2026
COMMERCE BANK History Reduced 14,028 2,766 0.01% 0.01% 471 -12,878 -47.86% Q1 2026 May 11, 2026
World Investment Advisors History Reduced 13,779 2,700 0.04% 0.04% 472 -13,319 -49.15% Q1 2026 Apr 27, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,656 2,692 0.3% 0.29% 473 -14,243 -51.05% Q1 2026 May 05, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 13,495 2,660 0.34% 0.35% 474 -13,752 -50.47% Q1 2026 Apr 15, 2026
Sterling Capital Management LLC History Reduced 13,377 2,638 0.05% 0.02% 475 -1,713 -11.35% Q1 2026 Apr 22, 2026
Great Lakes Retirement, Inc. History New 13,309 2,624 0.27% 476 +13,309 New Q1 2026 May 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 13,239 2,610 0.03% 0.03% 477 -14,474 -52.23% Q1 2026 Apr 24, 2026
CIBC WORLD MARKETS CORP History No change 28,355 2,606 0.01% 0.01% 478 0 0.0% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 13,138 2,591 0.32% 479 +13,138 New Q1 2026 May 05, 2026
Merit Financial Group, LLC History Reduced 13,097 2,582 0.02% 0.03% 480 -22,089 -62.78% Q1 2026 Apr 15, 2026
FULCRUM WEALTH ADVISORS, LLC History New 13,034 2,570 2.13% 481 +13,034 New Q1 2026 Apr 21, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 13,079 2,556 0.7% 0.55% 482 -9,939 -43.18% Q1 2026 May 08, 2026
MAI Capital Management History Reduced 12,860 2,536 0.01% 0.01% 483 -7,331 -36.31% Q1 2026 May 15, 2026
Aurora Investment Counsel History New 12,834 2,531 1.4% 484 +12,834 New Q1 2026 May 06, 2026
Citizens National Bank Trust Department History Reduced 12,942 2,506 0.42% 0.42% 485 -13,426 -50.92% Q1 2026 May 04, 2026
Integrated Wealth Concepts LLC History Reduced 12,669 2,498 0.02% 0.02% 486 -3,383 -21.08% Q1 2026 May 15, 2026
Frank, Rimerman Advisors LLC History Reduced 12,644 2,493 0.16% 0.15% 487 -12,524 -49.76% Q1 2026 Apr 29, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 12,554 2,475 0.4% 0.37% 488 -13,268 -51.38% Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History Reduced 11,973 2,361 0.12% 0.11% 489 -11,194 -48.32% Q1 2026 Apr 17, 2026
SYON CAPITAL LLC History Reduced 11,958 2,358 0.12% 0.11% 490 -11,904 -49.89% Q1 2026 May 13, 2026
Wealthcare Advisory Partners LLC History Reduced 11,943 2,355 0.05% 0.04% 491 -11,601 -49.27% Q1 2026 Apr 14, 2026
Advisory Services Network, LLC History Reduced 11,933 2,352 0.03% 0.03% 492 -8,584 -41.84% Q1 2026 May 15, 2026
Nicholas Hoffman & Company, LLC. History Reduced 11,880 2,342 0.05% 0.05% 493 -11,872 -49.98% Q1 2026 Apr 29, 2026
Perigon Wealth Management, LLC History Reduced 11,771 2,321 0.04% 0.04% 494 -11,288 -48.95% Q1 2026 Apr 10, 2026
IFP Advisors, Inc History Added to 18,075 2,311 0.05% 0.03% 495 +5,508 43.83% Q1 2026 Apr 13, 2026
STEPHENS INC /AR/ History Reduced 11,625 2,292 0.03% 0.03% 496 -12,531 -51.88% Q1 2026 Apr 28, 2026
OneDigital Investment Advisors LLC History Reduced 11,604 2,288 0.02% 0.02% 497 -12,850 -52.55% Q1 2026 May 08, 2026
Obermeyer Wealth Partners History New 11,584 2,284 0.11% 498 +11,584 New Q1 2026 Apr 20, 2026
Dorsey & Whitney Trust CO LLC History Reduced 11,570 2,281 0.13% 0.11% 499 -10,858 -48.41% Q1 2026 May 14, 2026
Parrish Capital LLC History Reduced 11,555 2,278 2.03% 2.14% 500 -14,111 -54.98% Q1 2026 Apr 28, 2026
ARGA Investment Management, LP History New 11,643 2,263 0.07% 501 +11,643 New Q1 2026 Apr 30, 2026
Twin Tree Management, LP History Reduced 11,420 2,252 0.05% 0.02% 502 -8,211 -41.83% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 24,496 2,251 0.08% 0.08% 503 0 0.0% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History New 11,370 2,242 0.03% 504 +11,370 New Q1 2026 Apr 23, 2026
XXI WEALTH, LLC History Reduced 11,247 2,218 1.26% 1.33% 505 -12,618 -52.87% Q1 2026 May 07, 2026
AlphaCentric Advisors LLC History Reduced 11,232 2,215 2.21% 1.95% 506 -10,011 -47.13% Q1 2026 May 07, 2026
FIFTH THIRD BANCORP History Added to 11,209 2,210 0.0% 0.0% 507 +3,629 47.88% Q1 2026 May 01, 2026
Analyst IMS Investment Management Services Ltd. History New 150 2,204 0.07% 508 +150 New Q1 2026 Apr 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 11,855 2,195 0.04% 0.02% 509 +7,681 184.02% Q1 2026 May 01, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 11,218 2,180 0.02% 0.0% 510 +8,398 297.8% Q1 2026 May 13, 2026
First American Bank History Reduced 11,009 2,171 0.14% 0.12% 511 -9,773 -47.03% Q1 2026 Apr 20, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 10,979 2,165 0.2% 0.22% 512 -17,400 -61.31% Q1 2026 Apr 30, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,930 2,155 0.07% 0.05% 513 -10,115 -48.06% Q1 2026 Apr 23, 2026
Spartan Wealth Advisory Services LLC History New 10,918 2,153 0.19% 514 +10,918 New Q1 2026 May 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 10,874 2,138 0.03% 0.02% 515 +836 8.33% Q1 2026 May 15, 2026
SFE Investment Counsel History Added to 7,826 2,121 0.33% 0.09% 516 +1,741 28.61% Q1 2026 May 01, 2026
RHUMBLINE ADVISERS History Reduced 10,750 2,120 0.0% 0.0% 517 -15,344 -58.8% Q1 2026 May 12, 2026
Stablepoint Partners, LLC History Reduced 10,742 2,118 0.31% 0.33% 518 -12,047 -52.86% Q1 2026 Apr 30, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 10,517 2,074 0.29% 0.29% 519 -9,628 -47.79% Q1 2026 Apr 30, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 10,453 2,061 0.69% 0.64% 520 -10,762 -50.73% Q1 2026 May 15, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 10,398 2,050 0.07% 0.07% 521 -10,339 -49.86% Q1 2026 May 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 10,396 2,050 0.05% 0.04% 522 -5,969 -36.47% Q1 2026 Apr 29, 2026
BROWN ADVISORY INC History Reduced 10,380 2,047 0.0% 0.0% 523 -9,741 -48.41% Q1 2026 May 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 10,355 2,042 0.02% 0.02% 524 -11,806 -53.27% Q1 2026 Apr 16, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 22,080 2,029 0.18% 0.18% 525 0 0.0% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Reduced 10,439 2,024 0.07% 0.1% 526 -18,155 -63.49% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 10,075 1,986 0.04% 0.03% 527 -10,160 -50.21% Q1 2026 May 07, 2026
INTRUST BANK NA History Reduced 10,038 1,979 0.16% 0.13% 528 -6,874 -40.65% Q1 2026 May 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 9,819 1,936 0.01% 0.01% 529 -5,604 -36.34% Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 9,781 1,929 0.2% 0.2% 530 -11,532 -54.11% Q1 2026 May 11, 2026
Athena Wealth Management, LLC History Added to 9,691 1,911 1.56% 0.56% 531 +3,381 53.58% Q1 2026 Apr 17, 2026
Checchi Capital Advisers, LLC History Reduced 9,642 1,895 0.1% 0.09% 532 -10,081 -51.11% Q1 2026 May 04, 2026
Squarepoint Ops LLC History Reduced 9,582 1,889 0.0% 0.04% 533 -421,418 -97.78% Q1 2026 May 15, 2026
Prime Capital Investment Advisors, LLC History Reduced 9,510 1,875 0.02% 0.02% 534 -11,090 -53.83% Q1 2026 May 08, 2026
Laurion Capital Management LP History Reduced 9,500 1,873 0.08% 0.07% 535 -9,500 -50.0% Q1 2026 May 14, 2026
Magnetar Financial LLC History New 9,449 1,863 0.02% 536 +9,449 New Q1 2026 May 13, 2026
Cornerstone Planning, LLC History New 9,421 1,859 0.42% 537 +9,421 New Q1 2026 May 11, 2026
Brandywine Global Investment Management, LLC History No change 20,157 1,853 0.01% 0.01% 538 0 0.0% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 9,325 1,838 0.01% 0.01% 539 -8,539 -47.8% Q1 2026 May 04, 2026
Engineers Gate Manager LP History New 9,307 1,835 0.02% 540 +9,307 New Q1 2026 May 15, 2026
Dynamic Advisor Solutions LLC History Reduced 9,173 1,809 0.06% 0.05% 542 -9,023 -49.59% Q1 2026 Apr 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 9,177 1,809 0.02% 0.02% 541 -7,970 -46.48% Q1 2026 May 08, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 9,162 1,806 1.23% 1.1% 543 -7,731 -45.76% Q1 2026 Apr 20, 2026
Monte Financial Group, LLC History Reduced 9,071 1,788 0.63% 0.7% 544 -11,408 -55.71% Q1 2026 May 14, 2026
Lester Murray Antman dba SimplyRich History Reduced 9,047 1,784 0.46% 0.43% 545 -9,016 -49.91% Q1 2026 May 01, 2026
Castle Hook Partners LP History Added to 8,967 1,768 0.01% 0.0% 546 +734 8.92% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 11,255 1,758 0.0% 0.02% 547 -317,750 -96.58% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 9,006 1,744 0.04% 0.04% 548 -10,601 -54.07% Q1 2026 Apr 27, 2026
CENTRAL TRUST Co History Reduced 8,830 1,741 0.03% 0.03% 549 -5,883 -39.99% Q1 2026 Apr 17, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History Reduced 8,822 1,739 1.7% 1.31% 550 -7,207 -44.96% Q1 2026 Apr 22, 2026
CWM, LLC History Reduced 12,392 1,735 0.0% 0.0% 551 -12,875 -50.96% Q1 2026 May 14, 2026
IHT Wealth Management, LLC History Reduced 8,764 1,728 0.04% 0.04% 552 -8,763 -50.0% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Reduced 8,755 1,726 0.17% 0.17% 553 -10,175 -53.75% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Reduced 8,718 1,719 0.03% 0.03% 554 -6,606 -43.11% Q1 2026 May 07, 2026
COOKSON PEIRCE & CO INC History Reduced 8,635 1,702 0.07% 0.06% 555 -6,985 -44.72% Q1 2026 Apr 30, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 8,532 1,682 0.04% 0.04% 556 -8,367 -49.51% Q1 2026 Apr 07, 2026
Valeo Financial Advisors, LLC History Reduced 8,501 1,675 0.04% 0.04% 557 -11,234 -56.92% Q1 2026 May 08, 2026
Allworth Financial LP History Reduced 8,461 1,668 0.01% 0.01% 558 -7,490 -46.96% Q1 2026 May 14, 2026
Sigma Planning Corp History Reduced 8,434 1,663 0.05% 0.03% 559 -2,086 -19.83% Q1 2026 May 04, 2026
Diversified Trust Co History Added to 8,324 1,641 0.03% 0.01% 560 +1,938 30.35% Q1 2026 Apr 16, 2026
Gibbs Wealth Management History Reduced 8,293 1,635 0.21% 0.27% 561 -3,351 -28.78% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 8,269 1,630 0.01% 0.01% 562 -3,691 -30.86% Q1 2026 May 14, 2026
Ascent Group, LLC History Reduced 8,256 1,628 0.06% 0.05% 563 -7,511 -47.64% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 8,338 1,620 0.09% 564 +8,338 New Q1 2026 May 15, 2026
DV Trading LLC History Added to 8,123 1,602 0.04% 0.02% 565 +1,587 24.28% Q1 2026 May 15, 2026
PCM Encore, LLC History Reduced 8,107 1,598 0.33% 0.3% 566 -7,276 -47.3% Q1 2026 May 12, 2026
Sowell Financial Services LLC History Reduced 8,093 1,596 0.06% 0.06% 567 -8,981 -52.6% Q1 2026 Apr 20, 2026
SG Americas Securities, LLC History Reduced 8,013 1,580 0.0% 0.03% 568 -245,461 -96.84% Q1 2026 Apr 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 7,833 1,544 0.46% 0.44% 569 -8,010 -50.56% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History New 7,753 1,529 0.0% 570 +7,753 New Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 7,638 1,506 0.07% 0.06% 571 -5,644 -42.49% Q1 2026 Apr 06, 2026
WESTPORT ASSET MANAGEMENT INC History Reduced 7,500 1,479 0.65% 0.48% 572 -7,500 -50.0% Q1 2026 May 15, 2026
HANCOCK WHITNEY CORP History Reduced 7,870 1,474 0.03% 0.03% 573 -8,409 -51.66% Q1 2026 May 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 7,476 1,474 0.12% 0.11% 574 -7,723 -50.81% Q1 2026 May 13, 2026
First Affirmative Financial Network History New 7,477 1,474 0.57% 575 +7,477 New Q1 2026 May 11, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 7,467 1,472 0.6% 0.55% 576 -7,123 -48.82% Q1 2026 Apr 27, 2026
Gateway Wealth Partners, LLC History New 7,433 1,465 0.06% 577 +7,433 New Q1 2026 May 15, 2026
Meridian Wealth Management, LLC History Reduced 7,403 1,449 0.05% 0.05% 578 -7,384 -49.94% Q1 2026 May 06, 2026
DENALI ADVISORS LLC History Reduced 7,319 1,443 0.16% 0.14% 579 -6,680 -47.72% Q1 2026 May 08, 2026
MASECO LLP History New 7,410 1,441 0.05% 580 +7,410 New Q1 2026 Apr 21, 2026
FULTON BANK, N.A. History Reduced 7,295 1,438 0.05% 0.05% 581 -8,127 -52.7% Q1 2026 Apr 24, 2026
RAELIPSKIE PARTNERSHIP History New 7,412 1,435 0.61% 582 +7,412 New Q1 2026 Apr 29, 2026
Indivisible Partners History Reduced 7,253 1,430 0.13% 0.13% 583 -5,790 -44.39% Q1 2026 Apr 30, 2026
GKV Capital Management Co., Inc. History Reduced 7,342 1,428 0.54% 0.31% 584 -1,658 -18.42% Q1 2026 May 21, 2026
Garton & Associates Financial Advisors LLC History Reduced 7,212 1,422 1.16% 0.72% 585 -6,816 -48.59% Q1 2026 May 11, 2026
Cresset Asset Management, LLC History Reduced 7,204 1,413 0.01% 0.0% 586 -5,323 -42.49% Q1 2026 May 15, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 7,142 1,408 0.57% 0.54% 587 -7,146 -50.01% Q1 2026 Apr 24, 2026
SkyView Investment Advisors, LLC History Reduced 7,141 1,408 0.19% 0.16% 588 -7,038 -49.64% Q1 2026 May 14, 2026
West Family Investments, Inc. History Reduced 7,120 1,404 0.49% 0.42% 589 -12,231 -63.21% Q1 2026 May 07, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 7,116 1,403 0.78% 0.76% 590 -6,862 -49.09% Q1 2026 Apr 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 7,160 1,392 0.11% 591 +7,160 New Q1 2026 May 15, 2026
Mattson Financial Services, LLC History Reduced 7,028 1,386 0.33% 0.25% 592 -4,575 -39.43% Q1 2026 May 11, 2026
Rehmann Capital Advisory Group History Reduced 7,001 1,380 0.07% 0.07% 593 -6,923 -49.72% Q1 2026 May 15, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 6,975 1,375 0.88% 0.83% 594 -6,985 -50.04% Q1 2026 Apr 17, 2026
PDS Planning, Inc History Reduced 6,970 1,374 0.09% 0.07% 595 -4,882 -41.19% Q1 2026 Apr 21, 2026
WEDBUSH SECURITIES INC History Reduced 6,964 1,373 0.04% 0.04% 596 -7,135 -50.61% Q1 2026 Apr 21, 2026
SeaCrest Wealth Management, LLC History Reduced 6,960 1,372 0.15% 0.14% 597 -7,120 -50.57% Q1 2026 Apr 15, 2026
Ascentis Independent Advisors History Reduced 6,938 1,368 0.1% 0.13% 598 -1,655 -19.26% Q1 2026 Apr 28, 2026
SBI Okasan Asset Management Co.Ltd. History Reduced 7,025 1,362 0.06% 0.13% 599 -18,012 -71.94% Q1 2026 Apr 27, 2026
Carnegie Investment Counsel History Reduced 6,895 1,359 0.03% 0.02% 600 -6,035 -46.67% Q1 2026 May 01, 2026
Moors & Cabot, Inc. History Reduced 6,886 1,358 0.06% 0.05% 601 -6,786 -49.63% Q1 2026 May 08, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 6,851 1,351 0.46% 0.42% 602 -6,853 -50.01% Q1 2026 Apr 16, 2026
Fideuram Asset Management (Ireland) dac History New 9,708 1,348 0.17% 604 +9,708 New Q1 2026 May 11, 2026
Optas, LLC History Reduced 6,839 1,348 0.2% 0.2% 603 -7,018 -50.65% Q1 2026 Apr 24, 2026
Numerai GP LLC History New 6,829 1,346 0.13% 605 +6,829 New Q1 2026 May 15, 2026
AE Wealth Management LLC History Reduced 6,789 1,338 0.01% 0.01% 606 -9,406 -58.08% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History New 6,750 1,331 0.01% 607 +6,750 New Q1 2026 May 15, 2026
Lebenthal Global Advisors, LLC History Reduced 6,745 1,330 0.19% 0.19% 608 -6,534 -49.21% Q1 2026 May 14, 2026
REXFORD CAPITAL INC History Reduced 6,728 1,326 0.95% 0.94% 609 -6,723 -49.98% Q1 2026 Apr 23, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 6,719 1,325 0.16% 0.26% 610 -14,428 -68.23% Q1 2026 Apr 30, 2026
Quadrature Capital Ltd History Reduced 6,705 1,322 0.02% 0.01% 611 -346 -4.91% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History Reduced 6,797 1,316 0.02% 0.01% 612 -6,427 -48.6% Q1 2026 May 15, 2026
Abel Hall, LLC History Added to 6,671 1,315 0.28% 0.14% 613 +253 3.94% Q1 2026 Apr 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 6,667 1,314 0.05% 0.05% 614 -6,624 -49.84% Q1 2026 May 12, 2026
Aaron Wealth Advisors LLC History Reduced 6,644 1,310 0.07% 0.14% 615 -21,340 -76.26% Q1 2026 Apr 21, 2026
Malaga Cove Capital, LLC History Reduced 6,628 1,307 0.47% 0.44% 616 -7,358 -52.61% Q1 2026 May 07, 2026
Caldwell Trust Co History Reduced 6,618 1,305 0.12% 0.09% 617 -4,402 -39.95% Q1 2026 Apr 22, 2026
Arax Advisory Partners History Reduced 6,722 1,300 0.04% 0.04% 618 -8,454 -55.71% Q1 2026 May 13, 2026
VELA Investment Management, LLC History Reduced 6,592 1,300 0.3% 0.3% 619 -7,395 -52.87% Q1 2026 May 08, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 6,651 1,290 0.43% 0.08% 620 +2,979 81.13% Q1 2026 May 15, 2026
44 WEALTH MANAGEMENT LLC History Reduced 6,536 1,289 0.45% 0.41% 621 -6,671 -50.51% Q1 2026 May 15, 2026
Abacus Wealth Partners, LLC History Reduced 6,508 1,283 0.12% 0.11% 622 -6,128 -48.5% Q1 2026 Apr 24, 2026
GTS SECURITIES LLC History Added to 6,500 1,281 0.05% 0.01% 623 +3,881 148.19% Q1 2026 May 14, 2026
LONDON CO OF VIRGINIA History New 6,470 1,276 0.01% 624 +6,470 New Q1 2026 May 15, 2026
Avestar Capital, LLC History Reduced 6,487 1,267 0.08% 0.08% 625 -7,546 -53.77% Q1 2026 May 13, 2026
Hamilton Wealth, LLC History Reduced 6,418 1,265 0.09% 0.11% 626 -60 -0.93% Q1 2026 May 18, 2026
LVW Advisors, LLC History Reduced 6,340 1,250 0.12% 0.11% 627 -5,805 -47.8% Q1 2026 Apr 20, 2026
RETIREMENT GUYS FORMULA LLC History New 6,285 1,239 0.57% 628 +6,285 New Q1 2026 Apr 22, 2026
HSBC HOLDINGS PLC History Reduced 6,297 1,226 0.0% 0.0% 629 -46,968 -88.18% Q1 2026 Apr 30, 2026
Elevated Private Wealth, LLC History No change 13,255 1,218 1.25% 1.25% 630 0 0.0% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 6,107 1,204 0.04% 0.04% 631 -6,367 -51.04% Q1 2026 May 14, 2026
SANDERS MORRIS HARRIS LLC History New 6,158 1,192 0.19% 633 +6,158 New Q1 2026 Apr 09, 2026
Wedmont Private Capital History Reduced 5,838 1,192 0.04% 0.04% 632 -6,063 -50.95% Q1 2026 Apr 09, 2026
COZAD ASSET MANAGEMENT INC History No change 12,953 1,190 0.09% 0.09% 634 0 0.0% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History Reduced 6,009 1,185 0.14% 0.14% 635 -6,400 -51.58% Q1 2026 Apr 17, 2026
Empire Financial Management Company, LLC History Reduced 6,000 1,183 0.27% 0.24% 636 -6,000 -50.0% Q1 2026 May 15, 2026
Cherokee Insurance Co History Reduced 6,000 1,183 0.45% 0.45% 637 -6,000 -50.0% Q1 2026 Apr 28, 2026
Flaharty Asset Management, LLC History Reduced 5,991 1,181 0.15% 0.14% 638 -5,992 -50.0% Q1 2026 May 04, 2026
Capula Management Ltd History New 5,962 1,175 0.01% 639 +5,962 New Q1 2026 May 14, 2026
CONNABLE OFFICE INC History Reduced 5,944 1,172 0.12% 0.1% 640 -5,577 -48.41% Q1 2026 Apr 29, 2026
DE BURLO GROUP INC History Reduced 5,924 1,168 0.26% 0.13% 641 -5,702 -49.05% Q1 2026 May 14, 2026
ADVOCATE GROUP LLC History Reduced 5,917 1,166 0.18% 0.18% 642 -6,304 -51.58% Q1 2026 Apr 13, 2026
Copos Capital S.a r.l. History No change 12,657 1,163 0.81% 0.81% 643 0 0.0% Q4 2025 Feb 23, 2026
BEARING POINT CAPITAL, LLC History Reduced 5,862 1,156 0.18% 0.17% 644 -5,803 -49.75% Q1 2026 May 07, 2026
Empower Advisory Group, LLC History Added to 5,928 1,148 0.0% 0.0% 645 +1,487 33.48% Q1 2026 May 14, 2026
Banco Santander, S.A. History New 5,688 1,141 0.01% 647 +5,688 New Q1 2026 May 08, 2026
Stockman Wealth Management, Inc. History Reduced 5,790 1,141 0.13% 0.12% 646 -5,487 -48.66% Q1 2026 Apr 13, 2026
Ellevest, Inc. History Reduced 5,758 1,135 0.16% 0.11% 648 -3,137 -35.27% Q1 2026 May 11, 2026
DCF Advisers, LLC History Reduced 5,750 1,134 0.3% 1.09% 650 -38,550 -87.02% Q1 2026 May 11, 2026
Hartford Funds Management Co LLC History Reduced 5,837 1,134 0.1% 0.09% 649 -6,190 -51.47% Q1 2026 May 04, 2026
Mutual Advisors, LLC History Reduced 5,724 1,128 0.02% 0.02% 651 -6,652 -53.75% Q1 2026 May 01, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 5,754 1,123 0.08% 0.06% 652 -3,367 -36.91% Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History Reduced 5,687 1,121 0.02% 0.02% 653 -6,612 -53.76% Q1 2026 May 12, 2026
Kathmere Capital Management, LLC History Reduced 5,687 1,121 0.07% 0.07% 654 -5,591 -49.57% Q1 2026 Apr 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 5,607 1,105 0.02% 0.02% 655 -4,157 -42.57% Q1 2026 Apr 15, 2026
Portside Wealth Group, LLC History Reduced 5,596 1,103 0.15% 0.14% 656 -6,003 -51.75% Q1 2026 May 12, 2026
LMCG INVESTMENTS, LLC History Reduced 5,542 1,092 0.06% 0.07% 657 -7,200 -56.51% Q1 2026 Apr 29, 2026
EPG Wealth Management LLC History Reduced 5,514 1,087 0.29% 0.27% 658 -5,419 -49.57% Q1 2026 May 07, 2026
Teucrium Investment Advisors, LLC History New 5,441 1,073 0.83% 659 +5,441 New Q1 2026 May 15, 2026
SAGE RHINO CAPITAL LLC History Reduced 5,416 1,068 0.2% 0.19% 660 -5,258 -49.26% Q1 2026 Apr 28, 2026
SITTNER & NELSON, LLC History New 5,362 1,057 0.39% 661 +5,362 New Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History Reduced 5,357 1,056 0.07% 0.07% 662 -5,631 -51.25% Q1 2026 May 15, 2026
RB Capital Management, LLC History Reduced 5,380 1,054 0.22% 0.2% 663 -5,306 -49.65% Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Reduced 5,326 1,050 0.01% 0.01% 664 -5,983 -52.9% Q1 2026 Apr 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 5,272 1,039 0.05% 0.04% 665 -3,752 -41.58% Q1 2026 Apr 28, 2026
Frec Markets, Inc. History Reduced 5,261 1,037 0.18% 0.22% 666 -2,849 -35.13% Q1 2026 May 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 5,256 1,036 0.01% 0.01% 667 -5,738 -52.19% Q1 2026 May 15, 2026
Banque de Luxembourg S.A. History New 5,328 1,035 0.54% 668 +5,328 New Q1 2026 Apr 14, 2026
COURIER CAPITAL LLC History Reduced 5,204 1,026 0.06% 0.05% 669 -5,173 -49.85% Q1 2026 Apr 23, 2026
J.Safra Asset Management Corp History Reduced 5,198 1,025 0.06% 0.05% 670 -5,214 -50.08% Q1 2026 May 04, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 5,196 1,024 0.02% 0.02% 671 -7,061 -57.61% Q1 2026 Apr 21, 2026
CHILTON INVESTMENT CO INC. History New 5,284 1,023 0.02% 672 +5,284 New Q1 2026 May 15, 2026
Advisory Resource Group History New 5,181 1,021 0.18% 673 +5,181 New Q1 2026 May 15, 2026
Phillips Wealth Planners LLC History Reduced 5,611 1,020 0.77% 0.79% 674 -5,217 -48.18% Q1 2026 May 14, 2026
Harvest Fund Management Co., Ltd History Reduced 5,158 1,016 0.04% 0.15% 675 -38,425 -88.17% Q1 2026 May 13, 2026
Essex Financial Services, Inc. History Reduced 5,122 1,004 0.06% 0.05% 676 -4,879 -48.79% Q1 2026 Apr 24, 2026
Dakota Wealth Management History Reduced 5,053 996 0.02% 0.02% 677 -5,396 -51.64% Q1 2026 May 07, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History New 5,127 995 0.74% 679 +5,127 New Q1 2026 May 06, 2026
Marotta Asset Management History Reduced 4,959 995 0.18% 0.17% 678 -5,042 -50.41% Q1 2026 Apr 27, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 5,029 991 0.67% 0.61% 680 -4,903 -49.37% Q1 2026 May 13, 2026
Saranac Partners Ltd History New 5,571 986 0.42% 681 +5,571 New Q1 2026 May 15, 2026
Procyon Advisors, LLC History Reduced 4,990 984 0.05% 0.04% 682 -2,921 -36.92% Q1 2026 May 04, 2026
Clarius Group, LLC History No change 10,671 980 0.06% 0.06% 683 0 0.0% Q4 2025 Jan 14, 2026
Icon Wealth Advisors, LLC History Reduced 5,248 971 0.06% 0.08% 684 -8,846 -62.76% Q1 2026 May 12, 2026
Calydon Capital History Reduced 4,923 970 0.16% 0.15% 685 -4,925 -50.01% Q1 2026 May 15, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,109 970 0.01% 0.01% 686 -3,705 -42.04% Q1 2026 May 13, 2026
Diversified Enterprises, LLC History Reduced 4,881 962 0.05% 0.05% 687 -4,138 -45.88% Q1 2026 May 14, 2026
Keel Point, LLC History No change 10,452 960 0.06% 0.06% 688 0 0.0% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 4,791 944 0.01% 0.0% 689 -4,165 -46.51% Q1 2026 May 15, 2026
GUERRA PAN ADVISORS, LLC History Reduced 4,752 937 0.58% 0.52% 690 -4,757 -50.03% Q1 2026 May 12, 2026
Koshinski Asset Management, Inc. History Reduced 4,719 930 0.06% 0.04% 691 -1,925 -28.97% Q1 2026 Apr 27, 2026
Choate Investment Advisors History Reduced 4,687 923 0.02% 0.02% 692 -3,996 -46.02% Q1 2026 May 13, 2026
Baader Bank Aktiengesellschaft History New 4,699 919 0.07% 693 +4,699 New Q1 2026 May 08, 2026
HAMEL ASSOCIATES, INC. History Reduced 4,611 909 0.26% 0.22% 694 -3,243 -41.29% Q1 2026 May 07, 2026
Aprio Wealth Management, LLC History Reduced 4,601 907 0.05% 0.05% 695 -4,325 -48.45% Q1 2026 May 11, 2026
Aries Wealth Management History Reduced 4,561 899 0.2% 0.19% 696 -4,866 -51.62% Q1 2026 May 14, 2026
Accurate Wealth Management, LLC History Reduced 4,410 899 0.11% 0.11% 697 -4,465 -50.31% Q1 2026 Apr 22, 2026
FDx Advisors, Inc. History Reduced 4,554 898 0.29% 0.45% 698 -5,057 -52.62% Q1 2026 May 01, 2026
Advocate Investing Services LLC History Reduced 4,550 897 0.76% 0.75% 699 -4,550 -50.0% Q1 2026 Apr 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 4,506 888 0.19% 0.0% 700 +4,341 2630.91% Q1 2026 May 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 4,468 881 0.21% 0.2% 701 -4,445 -49.87% Q1 2026 Apr 10, 2026
BURNEY CO/ History Reduced 4,458 879 0.03% 0.04% 702 -10,078 -69.33% Q1 2026 Apr 29, 2026
Westover Capital Advisors, LLC History Reduced 4,461 879 0.16% 0.15% 703 -4,524 -50.35% Q1 2026 May 05, 2026
Bridgewater Advisors Inc. History Reduced 4,615 866 0.05% 0.06% 704 -6,355 -57.93% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Reduced 4,383 859 0.01% 0.01% 705 -5,695 -56.51% Q1 2026 May 06, 2026
Berman McAleer LLC History Reduced 4,331 854 0.12% 0.11% 706 -4,341 -50.06% Q1 2026 Apr 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 4,322 852 0.01% 0.01% 707 -4,975 -53.51% Q1 2026 May 01, 2026
Advyzon Investment Management, LLC History Reduced 4,315 850 0.08% 0.09% 708 -4,168 -49.13% Q1 2026 May 12, 2026
Covenant Partners, LLC History No change 9,246 849 0.25% 0.25% 709 0 0.0% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 4,273 842 0.05% 0.05% 710 -4,394 -50.7% Q1 2026 May 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 4,232 834 0.05% 0.05% 711 -4,243 -50.06% Q1 2026 May 12, 2026
FSM Wealth Advisors, LLC History Reduced 4,229 834 0.11% 0.1% 712 -3,963 -48.38% Q1 2026 Apr 27, 2026
Oakworth Capital, Inc. History Reduced 4,201 828 0.04% 0.04% 713 -4,207 -50.04% Q1 2026 Apr 24, 2026
MOR Wealth Management, LLC History Reduced 4,202 828 0.38% 0.24% 714 -1,525 -26.63% Q1 2026 Apr 24, 2026
Columbia Asset Management History Reduced 4,189 826 0.16% 0.14% 715 -4,190 -50.01% Q1 2026 Apr 20, 2026
Advisors Capital Management, LLC History Reduced 4,173 823 0.01% 0.01% 716 -3,907 -48.35% Q1 2026 May 01, 2026
Key FInancial Inc History Reduced 4,224 818 0.15% 0.11% 717 -2,331 -35.56% Q1 2026 Apr 24, 2026
Strategic Global Advisors, LLC History Reduced 4,104 809 0.13% 0.14% 718 -6,002 -59.39% Q1 2026 May 15, 2026
Farringdon Capital, Ltd. History Reduced 4,084 805 0.18% 0.44% 719 -15,430 -79.07% Q1 2026 May 15, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 4,087 805 0.24% 0.2% 720 -3,275 -44.49% Q1 2026 Apr 28, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,130 800 0.05% 0.04% 721 -5,809 -58.45% Q1 2026 Apr 24, 2026
Gallacher Capital Management LLC History Reduced 4,043 797 0.31% 0.29% 723 -4,050 -50.04% Q1 2026 May 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 4,043 797 0.03% 0.03% 722 -4,044 -50.01% Q1 2026 Apr 14, 2026
SEEDS INVESTOR LLC History New 3,879 792 0.11% 724 +3,879 New Q1 2026 May 11, 2026
CULLINAN ASSOCIATES INC History Reduced 4,013 791 0.06% 0.05% 725 -4,013 -50.0% Q1 2026 May 01, 2026
AR ASSET MANAGEMENT INC History Reduced 4,000 789 0.15% 0.15% 726 -4,000 -50.0% Q1 2026 May 13, 2026
Five Oceans Advisors History Reduced 4,003 789 0.29% 0.26% 727 -3,991 -49.92% Q1 2026 Apr 07, 2026
Kendall Capital Management History Reduced 3,976 784 0.16% 0.15% 728 -4,057 -50.5% Q1 2026 Apr 24, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 3,967 782 0.01% 0.01% 729 -5,807 -59.41% Q1 2026 May 15, 2026
Ninety One SA (PTY) Ltd History New 4,040 782 0.03% 731 +4,040 New Q1 2026 Apr 24, 2026
BINGHAM PRIVATE WEALTH, LLC History Reduced 3,966 782 0.62% 0.58% 730 -3,315 -45.53% Q1 2026 May 07, 2026
Glenview Trust Co History Reduced 3,950 779 0.01% 0.01% 732 -3,973 -50.15% Q1 2026 May 08, 2026
BANK OF STOCKTON History Reduced 3,940 777 0.24% 0.24% 733 -5,123 -56.53% Q1 2026 Apr 29, 2026
SKBA CAPITAL MANAGEMENT LLC History Reduced 3,930 775 0.11% 0.1% 734 -3,931 -50.01% Q1 2026 May 13, 2026
Wealthspire Advisors, LLC History Reduced 3,865 762 0.01% 0.01% 735 -6,994 -64.41% Q1 2026 May 01, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 3,867 762 0.01% 737 +3,867 New Q1 2026 May 15, 2026
Brown Financial Advisors History Reduced 3,868 762 0.29% 0.19% 736 -1,846 -32.31% Q1 2026 May 15, 2026
Haverford Trust Co History Reduced 3,914 758 0.01% 0.01% 738 -3,914 -50.0% Q1 2026 May 11, 2026
Summit Global Investments History New 3,826 755 0.04% 739 +3,826 New Q1 2026 May 07, 2026
Rathbones Group PLC History Reduced 3,768 743 0.0% 0.0% 740 -3,769 -50.01% Q1 2026 May 12, 2026
XTX Topco Ltd History Reduced 3,766 742 0.01% 0.01% 741 -1,960 -34.23% Q1 2026 May 15, 2026
FCA CORP /TX History Reduced 3,750 739 0.21% 0.19% 742 -3,750 -50.0% Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 3,739 737 0.01% 0.02% 743 -5,800 -60.8% Q1 2026 May 04, 2026
HBK Sorce Advisory LLC History New 4,017 734 0.01% 745 +4,017 New Q1 2026 May 11, 2026
MassMutual Private Wealth & Trust, FSB History New 3,724 734 0.02% 744 +3,724 New Q1 2026 Apr 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 3,705 731 0.07% 0.06% 746 -3,706 -50.01% Q1 2026 Apr 02, 2026
Roehl & Yi Investment Advisors, LLC History New 3,735 729 0.27% 747 +3,735 New Q1 2026 May 14, 2026
NORDEN GROUP LLC History Reduced 3,691 727 0.07% 0.07% 749 -3,567 -49.15% Q1 2026 Apr 15, 2026
EVOKE WEALTH, LLC History Reduced 3,687 727 0.01% 0.01% 748 -3,010 -44.95% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Reduced 3,678 725 0.02% 0.03% 750 -4,276 -53.76% Q1 2026 May 15, 2026
Simplicity Wealth,LLC History Reduced 3,674 724 0.04% 0.03% 751 -2,554 -41.01% Q1 2026 Apr 30, 2026
Wick Capital Partners, LLC History Reduced 3,658 721 0.13% 0.12% 752 -3,568 -49.38% Q1 2026 May 15, 2026
First City Capital Management, Inc. History Reduced 3,644 718 0.38% 0.38% 753 -4,144 -53.21% Q1 2026 Apr 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 3,643 717 0.0% 754 +3,643 New Q1 2026 May 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 3,626 715 0.04% 0.04% 755 -3,691 -50.44% Q1 2026 Apr 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History New 3,620 713 0.01% 756 +3,620 New Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Reduced 3,600 709 0.03% 0.15% 757 -50,472 -93.34% Q1 2026 Apr 24, 2026
STOCK YARDS BANK & TRUST CO History Reduced 3,594 708 0.02% 0.02% 758 -3,520 -49.48% Q1 2026 Apr 24, 2026
AlphaCore Capital LLC History Reduced 3,573 704 0.02% 0.03% 759 -10,679 -74.93% Q1 2026 May 15, 2026
Resonant Capital Advisors, LLC History Reduced 3,572 704 0.04% 0.02% 760 -1,007 -21.99% Q1 2026 Apr 29, 2026
SAPIENT CAPITAL LLC History Reduced 3,630 703 0.01% 0.0% 761 -170 -4.47% Q1 2026 Apr 08, 2026
Legacy Capital Wealth Partners, LLC History Reduced 3,551 700 0.14% 0.16% 762 -4,441 -55.57% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 3,531 695 0.02% 0.02% 763 -3,858 -52.21% Q1 2026 Apr 15, 2026
Fruth Investment Management History Reduced 3,499 690 0.17% 0.17% 764 -3,499 -50.0% Q1 2026 Apr 21, 2026
Cohen Investment Advisors LLC History Reduced 3,557 688 0.33% 0.3% 766 -3,618 -50.43% Q1 2026 Apr 28, 2026
FIRST MANHATTAN CO. LLC. History Reduced 3,554 688 0.0% 0.0% 765 -3,557 -50.02% Q1 2026 May 15, 2026
VestGen Advisors, LLC History Reduced 3,690 681 0.02% 0.06% 767 -12,014 -76.5% Q1 2026 May 14, 2026
Quantitative Investment Management, LLC History New 3,435 677 0.07% 768 +3,435 New Q1 2026 May 15, 2026
NWF Advisory Services Inc. History Reduced 3,485 675 0.08% 0.07% 769 -3,535 -50.36% Q1 2026 May 04, 2026
McLean Asset Management Corp History Reduced 3,418 674 0.12% 0.11% 770 -3,076 -47.37% Q1 2026 Apr 22, 2026
Traveka Wealth, LLC History Reduced 3,417 673 0.26% 0.26% 771 -3,481 -50.46% Q1 2026 Apr 22, 2026
Pekin Hardy Strauss, Inc. History Reduced 3,462 670 0.07% 0.06% 772 -3,822 -52.47% Q1 2026 May 06, 2026
Krilogy Financial LLC History Reduced 3,341 669 0.02% 0.02% 773 -3,557 -51.57% Q1 2026 Apr 17, 2026
Independent Advisor Alliance History Reduced 3,367 664 0.01% 0.01% 774 -362 -9.71% Q1 2026 May 12, 2026
One Wealth Advisors, LLC History Added to 3,356 661 0.08% 0.03% 775 +552 19.69% Q1 2026 Apr 21, 2026
NorthRock Partners, LLC History New 3,339 658 0.01% 776 +3,339 New Q1 2026 May 15, 2026
Avantra Family Wealth, Inc. History Reduced 3,310 652 0.49% 0.44% 777 -3,316 -50.05% Q1 2026 Apr 22, 2026
EJMK Ventures LLC History Reduced 3,297 650 0.36% 0.52% 780 -5,952 -64.35% Q1 2026 Apr 24, 2026
New England Research & Management, Inc. History Reduced 3,298 650 0.27% 0.27% 778 -3,399 -50.75% Q1 2026 May 07, 2026
Vertrix Wealth Management, LLC History New 3,297 650 0.24% 781 +3,297 New Q1 2026 Apr 24, 2026
Foster Victor Wealth Advisors, LLC History Reduced 3,191 650 0.04% 0.03% 779 -2,703 -45.86% Q1 2026 Apr 20, 2026
S Harris Financial Group, LLC History Reduced 3,280 646 0.59% 0.65% 782 -4,075 -55.4% Q1 2026 Apr 21, 2026
Sagewood Asset Management LP History New 3,280 646 0.2% 783 +3,280 New Q1 2026 May 13, 2026
AA Financial Advisors, LLC History Reduced 3,268 644 0.09% 0.1% 784 -2,787 -46.03% Q1 2026 Apr 20, 2026
MONECO ADVISORS, LLC History Reduced 3,235 638 0.05% 0.05% 785 -2,939 -47.6% Q1 2026 May 07, 2026
RFG Advisory, LLC History Reduced 3,224 635 0.01% 0.03% 786 -11,482 -78.08% Q1 2026 Apr 17, 2026
Pursuit Wealth Management LLC History No change 6,917 635 0.55% 0.55% 787 0 0.0% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History New 3,201 631 0.07% 788 +3,201 New Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Reduced 3,175 626 0.05% 0.04% 789 -1,807 -36.27% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 3,163 623 0.02% 0.01% 790 -2,849 -47.39% Q1 2026 Apr 27, 2026
GRANDFIELD & DODD, LLC History Reduced 3,144 620 0.04% 0.03% 791 -3,280 -51.06% Q1 2026 May 07, 2026
Quantum Portfolio Management LLC History Reduced 3,134 618 0.27% 0.25% 792 -3,150 -50.13% Q1 2026 May 01, 2026
Intesa Sanpaolo Wealth Management History New 3,164 615 0.15% 793 +3,164 New Q1 2026 May 15, 2026
Williams Jones Wealth Management, LLC. History Reduced 3,118 614 0.01% 0.01% 794 -2,862 -47.86% Q1 2026 May 05, 2026
Pacific Excel Wealth Advisors, Inc. History Reduced 3,104 612 0.64% 0.61% 795 -425 -12.04% Q1 2026 May 13, 2026
Cromwell Holdings LLC History Reduced 3,059 603 0.34% 0.31% 796 -3,060 -50.01% Q1 2026 Apr 30, 2026
CENTAURUS FINANCIAL, INC. History Reduced 3,052 602 0.03% 0.03% 797 -3,568 -53.9% Q1 2026 May 18, 2026
Heritage Family Offices, LLP History Reduced 3,024 596 0.26% 0.33% 798 -4,948 -62.07% Q1 2026 Apr 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 3,018 595 0.01% 0.01% 799 -2,716 -47.37% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 2,999 591 0.03% 0.03% 800 -3,974 -56.99% Q1 2026 Apr 28, 2026
HOWLAND CAPITAL MANAGEMENT LLC History New 3,000 591 0.02% 802 +3,000 New Q1 2026 Apr 14, 2026
ANCHYRA PARTNERS LLC History Reduced 3,001 591 0.18% 0.16% 801 -2,664 -47.03% Q1 2026 Apr 17, 2026
1248 Management, LLC History Added to 2,976 586 0.27% 0.01% 803 +2,854 2339.34% Q1 2026 May 15, 2026
EVERPAR ADVISORS LLC History Reduced 2,964 584 0.2% 0.21% 804 -3,079 -50.95% Q1 2026 Apr 21, 2026
Jacobi Capital Management LLC History Reduced 2,954 582 0.03% 0.04% 805 -4,409 -59.88% Q1 2026 May 13, 2026
Clean Yield Group History Reduced 2,950 581 0.16% 0.15% 806 -2,950 -50.0% Q1 2026 Apr 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 2,922 576 0.01% 0.01% 807 -4,915 -62.72% Q1 2026 May 15, 2026
Breakwater Capital Group History Reduced 2,897 571 0.08% 0.07% 809 -2,914 -50.15% Q1 2026 Apr 20, 2026
XPONANCE LLC History Reduced 2,897 571 0.0% 0.0% 808 -1,861 -39.11% Q1 2026 May 13, 2026
Gotham Asset Management, LLC History Reduced 2,868 565 0.0% 0.0% 810 -1,301 -31.21% Q1 2026 May 15, 2026
SENTINEL TRUST CO LBA History Reduced 2,854 563 0.06% 0.05% 811 -2,856 -50.02% Q1 2026 May 07, 2026
Providence First Trust Co History Reduced 2,846 561 0.2% 0.12% 812 -845 -22.89% Q1 2026 May 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 2,831 558 0.02% 0.01% 813 -2,505 -46.95% Q1 2026 Apr 21, 2026
71 West Capital Partners History Added to 2,883 558 0.02% 0.01% 814 +575 24.91% Q1 2026 May 06, 2026
SVB WEALTH LLC History Reduced 2,819 555 0.04% 0.03% 815 -3,422 -54.83% Q1 2026 Apr 17, 2026
True North Advisors, LLC History Reduced 2,815 555 0.06% 0.07% 816 -2,864 -50.43% Q1 2026 May 07, 2026
Spinnaker Investment Group, LLC History Reduced 2,793 550 0.11% 0.09% 817 -2,808 -50.13% Q1 2026 Apr 08, 2026
Csenge Advisory Group History Reduced 2,790 549 0.03% 0.02% 818 -3,148 -53.01% Q1 2026 Apr 30, 2026
Alhambra Investment Management LLC History Reduced 2,784 549 0.25% 0.24% 819 -2,837 -50.47% Q1 2026 Apr 15, 2026
LaSalle St. Investment Advisors, LLC History Reduced 2,780 548 0.08% 0.08% 820 -2,539 -47.73% Q1 2026 May 08, 2026
BKM Wealth Management, LLC History Reduced 2,764 545 0.2% 0.18% 821 -2,541 -47.9% Q1 2026 Apr 22, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 2,763 544 0.09% 0.08% 822 -2,683 -49.27% Q1 2026 Apr 15, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 2,750 542 0.13% 0.13% 823 -3,500 -56.0% Q1 2026 May 13, 2026
Gratus Wealth Advisors, LLC History Reduced 2,738 539 0.08% 0.07% 824 -2,669 -49.36% Q1 2026 May 04, 2026
New Republic Capital, LLC History Reduced 2,723 537 0.18% 0.22% 826 -6,088 -69.1% Q1 2026 May 01, 2026
R Squared Ltd History Reduced 2,723 537 0.29% 0.26% 825 -3,310 -54.86% Q1 2026 Apr 29, 2026
Canopy Partners, LLC History Reduced 2,721 536 0.18% 0.16% 827 -2,680 -49.62% Q1 2026 May 11, 2026
Pointe Capital Management LLC History Reduced 2,764 535 0.26% 0.27% 828 -3,078 -52.69% Q1 2026 May 15, 2026
Harbour Capital Advisors, LLC History New 2,724 534 0.1% 829 +2,724 New Q1 2026 Apr 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 2,707 533 0.04% 830 +2,707 New Q1 2026 Apr 21, 2026
May Hill Capital, LLC History Reduced 2,697 531 0.13% 0.3% 831 -9,290 -77.5% Q1 2026 May 06, 2026
OneAscent Financial Services LLC History New 2,690 530 0.03% 832 +2,690 New Q1 2026 Apr 21, 2026
Sovran Advisors, LLC History Added to 2,827 529 0.04% 0.02% 833 +388 15.91% Q1 2026 May 01, 2026
Prosperity Consulting Group, LLC History Reduced 2,674 527 0.02% 0.02% 834 -1,246 -31.79% Q1 2026 May 05, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 2,656 523 0.02% 0.02% 835 -2,658 -50.02% Q1 2026 May 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 2,668 517 0.01% 0.01% 836 -2,159 -44.73% Q1 2026 May 15, 2026
Essex Bank History Reduced 2,616 515 0.11% 0.1% 837 -2,507 -48.94% Q1 2026 Apr 17, 2026
KINTRA WEALTH, LLC History New 2,610 514 0.04% 838 +2,610 New Q1 2026 May 15, 2026
MOSAIC FINANCIAL GROUP, LLC History Reduced 2,601 513 0.36% 0.33% 839 -2,604 -50.03% Q1 2026 May 08, 2026
XML Financial, LLC History Reduced 2,599 512 0.04% 0.04% 840 -2,599 -50.0% Q1 2026 Apr 16, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 2,589 510 0.03% 0.04% 842 -3,885 -60.01% Q1 2026 Apr 16, 2026
Aptus Capital Advisors, LLC History Reduced 2,590 510 0.0% 0.0% 841 -2,608 -50.17% Q1 2026 May 11, 2026
Madson Wealth Advisors Inc History New 2,585 509 0.42% 843 +2,585 New Q1 2026 Apr 21, 2026
Family Capital Management, Inc. History Reduced 2,571 507 0.23% 0.18% 844 -1,779 -40.9% Q1 2026 Apr 22, 2026
Midwest Trust Co History New 2,551 503 0.01% 845 +2,551 New Q1 2026 May 01, 2026
PFG Investments, LLC History Reduced 2,550 502 0.02% 0.03% 846 -3,278 -56.25% Q1 2026 Apr 27, 2026
Arista Wealth Management, LLC History Reduced 2,536 500 0.06% 0.06% 847 -2,537 -50.01% Q1 2026 Apr 30, 2026
Bellecapital International Ltd. History New 2,561 497 0.09% 848 +2,561 New Q1 2026 May 12, 2026
Aspen Grove Capital, LLC History Reduced 2,523 494 0.1% 0.07% 849 -1,729 -40.66% Q1 2026 May 14, 2026
Pines Wealth Management, LLC History Reduced 2,500 493 0.16% 0.17% 852 -3,334 -57.15% Q1 2026 Apr 08, 2026
PHILADELPHIA TRUST CO History Reduced 2,498 493 0.03% 0.03% 850 -2,498 -50.0% Q1 2026 May 13, 2026
Hardy Reed LLC History Reduced 2,502 493 0.04% 0.02% 851 -1,299 -34.18% Q1 2026 Apr 28, 2026
JFS WEALTH ADVISORS, LLC History Reduced 2,497 492 0.03% 0.03% 853 -2,591 -50.92% Q1 2026 Apr 20, 2026
WESTWOOD HOLDINGS GROUP INC History New 2,538 491 0.0% 854 +2,538 New Q1 2026 May 15, 2026
denkapparat Operations GmbH History New 2,528 491 0.2% 855 +2,528 New Q1 2026 May 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 2,485 490 0.13% 856 +2,485 New Q1 2026 May 15, 2026
Diversify Advisory Services, LLC History Reduced 2,634 487 0.07% 0.07% 858 -19,216 -87.95% Q1 2026 May 01, 2026
Argent Trust Co History Reduced 2,476 487 0.02% 0.01% 857 -2,218 -47.25% Q1 2026 May 13, 2026
Signal Advisors Wealth, LLC History Reduced 2,461 485 0.03% 0.04% 859 -3,495 -58.68% Q1 2026 Apr 17, 2026
Nilsine Partners, LLC History Reduced 2,583 484 0.04% 0.05% 860 -3,594 -58.18% Q1 2026 Apr 29, 2026
Peregrine Asset Advisers, Inc. History Reduced 2,450 483 0.13% 0.13% 861 -2,450 -50.0% Q1 2026 Apr 24, 2026
Fosun International Ltd History New 2,427 478 0.12% 862 +2,427 New Q1 2026 May 14, 2026
Soltis Investment Advisors LLC History Reduced 2,421 477 0.03% 0.02% 863 -1,049 -30.23% Q1 2026 Apr 27, 2026
Connecticut Wealth Management, LLC History Reduced 2,418 476 0.02% 0.02% 864 -2,672 -52.5% Q1 2026 Apr 30, 2026
Meadow Creek Wealth Advisors LLC History Reduced 2,416 476 0.31% 0.27% 865 -2,135 -46.91% Q1 2026 Apr 30, 2026
GM Advisory Group, LLC History New 2,421 475 0.02% 867 +2,421 New Q1 2026 Apr 28, 2026
Joel Isaacson & Co., LLC History Reduced 2,413 475 0.02% 0.01% 866 -2,322 -49.04% Q1 2026 Apr 22, 2026
Visionary Wealth Advisors History Reduced 2,405 474 0.02% 0.02% 869 -1,792 -42.7% Q1 2026 May 13, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 2,405 474 0.05% 0.04% 868 -1,629 -40.38% Q1 2026 May 11, 2026
Voya Financial Advisors, Inc. History Reduced 2,494 473 0.05% 0.05% 870 -3,397 -57.66% Q1 2026 May 12, 2026
Pure Financial Advisors, LLC History New 2,387 470 0.01% 871 +2,387 New Q1 2026 Apr 10, 2026
Redwood Investment Management, LLC History Reduced 2,373 468 0.06% 0.05% 873 -2,374 -50.01% Q1 2026 May 14, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 2,377 468 0.09% 0.08% 872 -2,319 -49.38% Q1 2026 May 01, 2026
Savvy Advisors, Inc. History Reduced 2,373 468 0.01% 0.01% 874 -1,470 -38.25% Q1 2026 May 11, 2026
DV EQUITIES, LLC History No change 5,065 465 0.08% 0.08% 875 0 0.0% Q4 2025 Feb 17, 2026
Optivise Advisory Services LLC History Reduced 2,350 463 0.28% 0.25% 877 -2,327 -49.75% Q1 2026 Apr 15, 2026
CERTUITY, LLC History Reduced 2,573 463 0.03% 0.02% 876 -1,615 -38.56% Q1 2026 May 11, 2026
Kondo Wealth Advisors, Inc. History Reduced 2,352 463 0.17% 0.08% 878 -53 -2.2% Q1 2026 May 11, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 2,349 462 0.02% 0.02% 879 -4,592 -66.16% Q1 2026 May 11, 2026
Capital Asset Advisory Services LLC History Reduced 2,303 462 0.02% 0.02% 880 -3,033 -56.84% Q1 2026 Apr 24, 2026
Keudell/Morrison Wealth Management History Reduced 2,343 462 0.09% 0.09% 881 -2,446 -51.08% Q1 2026 Apr 20, 2026
National Philanthropic Trust History Reduced 2,341 461 0.0% 0.0% 882 -2,341 -50.0% Q1 2026 May 15, 2026
Balefire, LLC History Reduced 2,334 460 0.09% 0.08% 883 -1,951 -45.53% Q1 2026 May 07, 2026
Integrated Advisors Network LLC History Reduced 2,320 457 0.02% 0.02% 884 -1,847 -44.32% Q1 2026 Apr 28, 2026
Ashton Thomas Private Wealth, LLC History Reduced 2,334 456 0.01% 0.01% 885 -2,171 -48.19% Q1 2026 May 11, 2026
Forvis Mazars Wealth Advisors, LLC History New 2,306 454 0.01% 886 +2,306 New Q1 2026 May 01, 2026
AVITY INVESTMENT MANAGEMENT INC. History New 2,300 453 0.03% 887 +2,300 New Q1 2026 Apr 08, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 2,288 451 0.11% 0.1% 888 -2,345 -50.62% Q1 2026 May 01, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 2,280 449 0.0% 0.0% 889 -2,345 -50.7% Q1 2026 May 08, 2026
Corient IA LLC History Reduced 2,315 448 0.42% 0.4% 890 -2,315 -50.0% Q1 2026 May 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 2,268 447 0.03% 0.03% 891 -2,730 -54.62% Q1 2026 May 06, 2026
Zhang Financial LLC History New 2,270 447 0.02% 893 +2,270 New Q1 2026 May 06, 2026
Braeburn Wealth Management LLC History Reduced 2,267 447 0.26% 0.2% 892 -2,088 -47.94% Q1 2026 Apr 17, 2026
Keenan, LLC History Reduced 2,266 446 0.38% 0.37% 894 -2,266 -50.0% Q1 2026 Apr 22, 2026
Curbstone Financial Management Corp History Reduced 2,252 444 0.08% 0.08% 895 -2,260 -50.09% Q1 2026 Apr 15, 2026
Copley Financial Group, Inc. History Reduced 2,238 441 0.27% 0.28% 896 -2,726 -54.92% Q1 2026 May 15, 2026
Thrive Capital Management, LLC History New 2,235 440 0.1% 898 +2,235 New Q1 2026 Apr 27, 2026
DeDora Capital, Inc. History Reduced 2,233 440 0.11% 0.1% 897 -2,224 -49.9% Q1 2026 Apr 27, 2026
Opal Wealth Advisors, LLC History Reduced 2,198 433 0.1% 0.11% 899 -2,267 -50.77% Q1 2026 Apr 14, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 2,193 432 0.01% 0.01% 900 -2,201 -50.09% Q1 2026 May 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,183 430 0.01% 0.01% 901 -1,192 -35.32% Q1 2026 Apr 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 2,176 428 0.02% 0.01% 902 -163 -6.97% Q1 2026 May 06, 2026
Widmann Financial Services, Inc. History Reduced 2,167 427 0.25% 0.24% 903 -2,171 -50.05% Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 2,152 424 0.01% 0.01% 904 -2,172 -50.23% Q1 2026 May 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 2,138 421 0.03% 0.02% 905 -2,141 -50.04% Q1 2026 Apr 14, 2026
LRI Investments, LLC History Reduced 2,168 420 0.04% 0.02% 906 -1,190 -35.44% Q1 2026 Apr 30, 2026
Kera Capital Partners, Inc. History Reduced 2,121 418 0.05% 0.05% 907 -2,563 -54.72% Q1 2026 May 06, 2026
ALTA CAPITAL MANAGEMENT LLC/ History New 2,110 416 0.03% 909 +2,110 New Q1 2026 May 08, 2026
SEVEN MILE ADVISORY History Reduced 2,111 416 0.3% 0.07% 908 -2,096 -49.82% Q1 2026 Apr 14, 2026
AFFINITY WEALTH MANAGEMENT LLC History Reduced 2,099 413 0.06% 0.05% 910 -2,100 -50.01% Q1 2026 Apr 10, 2026
Clearstead Trust, LLC History Reduced 2,089 411 0.07% 0.06% 911 -2,098 -50.11% Q1 2026 May 06, 2026
Rossby Financial, LCC History Reduced 2,052 411 0.08% 0.09% 912 -1,126 -35.43% Q1 2026 May 11, 2026
Cypress Wealth Services, LLC History Reduced 2,083 410 0.06% 0.05% 913 -2,063 -49.76% Q1 2026 Apr 15, 2026
Smithfield Trust Co History Reduced 2,117 409 0.02% 0.02% 914 -2,108 -49.89% Q1 2026 May 08, 2026
Modern Wealth Management, LLC History Reduced 2,036 408 0.01% 0.01% 915 -2,684 -56.86% Q1 2026 May 14, 2026
South Street Advisors LLC History Reduced 2,062 406 0.06% 0.05% 916 -2,063 -50.01% Q1 2026 May 13, 2026
SFG Wealth Management, LLC. History Reduced 2,059 406 0.17% 0.15% 917 -2,060 -50.01% Q1 2026 Apr 22, 2026
Traub Capital Management LLC History Reduced 2,058 405 0.4% 0.36% 918 -2,057 -49.99% Q1 2026 Apr 23, 2026
Fairvoy Private Wealth, LLC History Reduced 2,043 402 0.1% 0.09% 919 -2,273 -52.66% Q1 2026 Apr 20, 2026
Murphy & Mullick Capital Management Corp History Reduced 2,047 402 0.3% 0.27% 920 -2,075 -50.34% Q1 2026 Apr 17, 2026
Center For Asset Management LLC History Reduced 2,019 398 0.2% 0.16% 921 -1,411 -41.14% Q1 2026 Apr 16, 2026
Cornerstone Wealth Management, LLC History Reduced 2,016 397 0.02% 0.01% 922 -314 -13.48% Q1 2026 Apr 23, 2026
Souders Financial Advisors History Reduced 2,005 395 0.05% 0.04% 923 -2,116 -51.35% Q1 2026 May 04, 2026
Wealth Dimensions Group, Ltd. History Reduced 2,002 394 0.08% 0.08% 924 -2,578 -56.29% Q1 2026 May 11, 2026
Cove Private Wealth, LLC History Reduced 2,000 394 0.09% 0.11% 925 -2,000 -50.0% Q1 2026 May 13, 2026
NINE MASTS CAPITAL Ltd History New 2,000 394 0.06% 926 +2,000 New Q1 2026 May 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 1,999 394 0.07% 927 +1,999 New Q1 2026 Apr 28, 2026
KDT Advisors, LLC History New 1,995 393 0.63% 929 +1,995 New Q1 2026 May 15, 2026
a16z Perennial Management, L.P. History Reduced 1,993 393 0.03% 0.03% 928 -1,993 -50.0% Q1 2026 May 11, 2026
Perpetual Ltd History Reduced 1,988 392 0.01% 0.01% 930 -3,618 -64.54% Q1 2026 Apr 14, 2026
Barry Investment Advisors, LLC History Reduced 1,980 390 0.09% 0.08% 931 -1,982 -50.03% Q1 2026 Apr 23, 2026
Axis Wealth Partners, LLC History Reduced 1,970 388 0.21% 0.2% 932 -2,062 -51.14% Q1 2026 Apr 24, 2026
August Group Capital Ltd History Reduced 1,971 388 0.45% 0.38% 933 -1,709 -46.44% Q1 2026 May 14, 2026
UHLMANN PRICE SECURITIES, LLC History Reduced 2,001 387 0.03% 0.15% 934 -799 -28.54% Q1 2026 Apr 16, 2026
Triad Wealth Partners, LLC History Reduced 1,958 386 0.03% 0.04% 935 -2,334 -54.38% Q1 2026 Apr 16, 2026
MEYER HANDELMAN CO History New 1,962 386 0.01% 936 +1,962 New Q1 2026 Apr 20, 2026
Holistic Financial Partners History Reduced 1,956 385 0.14% 0.14% 937 -2,245 -53.44% Q1 2026 May 05, 2026
Great Diamond Partners, LLC History Reduced 1,949 384 0.07% 0.08% 940 -2,313 -54.27% Q1 2026 May 12, 2026
Astoria Portfolio Advisors LLC. History New 2,050 384 0.08% 941 +2,050 New Q1 2026 Apr 28, 2026
Canal Capital Management, LLC History Reduced 1,952 384 0.05% 0.05% 938 -1,954 -50.03% Q1 2026 Apr 27, 2026
Net Worth Advisory Group History Reduced 1,949 384 0.08% 0.07% 939 -1,807 -48.11% Q1 2026 May 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 1,939 382 0.0% 0.0% 942 -2,795 -59.04% Q1 2026 Apr 13, 2026
Capital Investment Management, Inc. History Reduced 1,936 381 0.13% 0.13% 943 -2,127 -52.35% Q1 2026 Apr 22, 2026
Monument Capital Management History Reduced 1,928 380 0.1% 0.09% 945 -1,881 -49.38% Q1 2026 Apr 15, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 1,931 380 0.01% 0.01% 944 -1,202 -38.37% Q1 2026 May 06, 2026
Marex Group plc History New 1,924 379 0.0% 946 +1,924 New Q1 2026 May 13, 2026
Northstar Financial Companies, Inc. History Reduced 1,919 378 0.3% 0.28% 949 -1,923 -50.05% Q1 2026 May 05, 2026
First Long Island Investors, LLC History Reduced 1,920 378 0.03% 0.03% 947 -1,921 -50.01% Q1 2026 May 14, 2026
Capital Investment Advisory Services, LLC History Reduced 1,917 378 0.03% 0.02% 948 -1,805 -48.5% Q1 2026 May 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 1,915 377 0.0% 950 +1,915 New Q1 2026 May 12, 2026
South Shore Capital Advisors History Reduced 1,939 375 0.27% 0.21% 951 -1,160 -37.43% Q1 2026 Apr 28, 2026
BridgePort Financial Solutions, LLC History Reduced 1,894 373 0.11% 0.09% 952 -1,896 -50.03% Q1 2026 Apr 16, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,890 372 0.01% 0.01% 953 -762 -28.73% Q1 2026 May 07, 2026
AMERIFLEX GROUP, INC. History Reduced 1,884 371 0.19% 0.19% 954 -2,018 -51.72% Q1 2026 May 15, 2026
Magnus Financial Group LLC History Reduced 1,877 370 0.03% 0.03% 955 -1,966 -51.16% Q1 2026 Apr 10, 2026
Meadowbrook Advisors Group, LLC History Reduced 1,880 370 0.22% 0.19% 956 -1,815 -49.12% Q1 2026 Apr 16, 2026
Plan Group Financial, LLC History Reduced 1,871 368 0.09% 0.12% 958 -3,372 -64.31% Q1 2026 Apr 13, 2026
Argos Wealth Advisors, LLC History Reduced 1,867 368 0.11% 0.09% 957 -1,867 -50.0% Q1 2026 Apr 27, 2026
SIMON QUICK ADVISORS, LLC History Reduced 1,851 365 0.02% 0.02% 959 -3,029 -62.07% Q1 2026 May 06, 2026
Colonial River Investments, LLC History Reduced 1,847 364 0.13% 0.17% 960 -3,454 -65.16% Q1 2026 Apr 27, 2026
PFG Advisors History Reduced 1,840 362 0.02% 0.02% 961 -2,393 -56.53% Q1 2026 May 05, 2026
CHAPIN DAVIS, INC. History Reduced 1,834 361 0.08% 0.08% 962 -1,943 -51.44% Q1 2026 Apr 21, 2026
Graham Capital Management, L.P. History New 1,832 361 0.01% 963 +1,832 New Q1 2026 May 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 1,828 360 0.08% 0.07% 964 -2,205 -54.67% Q1 2026 Apr 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Reduced 1,821 359 0.04% 0.04% 965 -1,822 -50.01% Q1 2026 Apr 28, 2026
Chevy Chase Trust Holdings, LLC History New 1,822 359 0.0% 966 +1,822 New Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 3,833 352 0.03% 0.03% 967 0 0.0% Q4 2025 Feb 17, 2026
Legacy Capital Group California, Inc. History New 1,781 351 0.13% 969 +1,781 New Q1 2026 May 04, 2026
Wealth Management Associates, Inc. History Reduced 1,780 351 0.12% 0.1% 968 -1,495 -45.65% Q1 2026 May 13, 2026
Cordatus Wealth Management LLC History Reduced 1,779 350 0.08% 0.07% 970 -1,588 -47.16% Q1 2026 Apr 29, 2026
Alteri Wealth LLC History Reduced 1,766 348 0.11% 0.11% 971 -1,935 -52.28% Q1 2026 May 06, 2026
ARWA LLC History Reduced 1,691 346 0.17% 0.24% 973 -2,779 -62.17% Q1 2026 Apr 13, 2026
Impact Capital Partners LLC History Reduced 1,756 346 0.1% 0.1% 972 -1,768 -50.17% Q1 2026 Apr 10, 2026
Elequin Capital, LP History New 1,753 345 0.03% 974 +1,753 New Q1 2026 May 11, 2026
OneAscent Family Office, LLC History Reduced 1,745 344 0.24% 0.22% 975 -1,746 -50.01% Q1 2026 Apr 21, 2026
Strategic Advisors LLC History Reduced 1,739 342 0.06% 0.05% 976 -1,742 -50.04% Q1 2026 May 14, 2026
Legal Advantage Investments, Inc. History Reduced 1,737 342 0.18% 0.15% 977 -1,738 -50.01% Q1 2026 Apr 20, 2026
RiverFront Investment Group, LLC History New 1,726 340 0.01% 979 +1,726 New Q1 2026 May 11, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 1,725 340 0.09% 0.09% 978 -1,725 -50.0% Q1 2026 May 01, 2026
DAVIS R M INC History Reduced 1,721 339 0.01% 0.01% 980 -2,199 -56.1% Q1 2026 May 13, 2026
Advisor OS, LLC History New 1,718 338 0.02% 981 +1,718 New Q1 2026 May 07, 2026
Wellspring Financial Advisors, LLC History Reduced 1,708 336 0.03% 0.02% 982 -1,045 -37.96% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 1,688 333 0.02% 0.02% 983 -1,099 -39.43% Q1 2026 Apr 14, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 1,684 332 0.02% 0.02% 984 -1,309 -43.74% Q1 2026 May 07, 2026
Odyssey Capital Advisors, Inc. History Reduced 1,683 331 0.3% 0.26% 986 -1,550 -47.94% Q1 2026 Apr 29, 2026
Verity Asset Management, Inc. History Reduced 1,683 331 0.14% 0.13% 985 -1,503 -47.18% Q1 2026 Apr 21, 2026
SmartHarvest Portfolios, LLC History Reduced 1,676 330 0.14% 0.14% 990 -2,602 -60.82% Q1 2026 Apr 20, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 1,705 330 0.02% 0.02% 988 -1,711 -50.09% Q1 2026 May 11, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 1,674 330 0.09% 0.08% 989 -1,626 -49.27% Q1 2026 Apr 10, 2026
PFG Private Wealth Management, LLC History Reduced 1,678 330 0.14% 0.13% 987 -1,553 -48.07% Q1 2026 May 14, 2026
Quotient Wealth Partners, LLC History Reduced 1,671 329 0.01% 0.01% 991 -1,332 -44.36% Q1 2026 Apr 16, 2026
Livet Wealth, LLC History Reduced 1,665 328 0.21% 0.21% 994 -2,045 -55.12% Q1 2026 Apr 24, 2026
Cannell & Spears LLC History Reduced 1,666 328 0.01% 0.01% 993 -1,667 -50.02% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 1,666 328 0.01% 0.01% 992 -771 -31.64% Q1 2026 Apr 30, 2026
TIAA Wealth Investment Management LLC History New 1,657 326 0.0% 995 +1,657 New Q1 2026 May 12, 2026
Root Financial Partners, LLC History Reduced 1,649 325 0.02% 0.02% 997 -1,898 -53.51% Q1 2026 Apr 24, 2026
Tiller Private Wealth, Inc. History Reduced 1,649 325 0.12% 0.11% 996 -1,651 -50.03% Q1 2026 Apr 22, 2026
Sivia Capital Partners, LLC History Reduced 1,646 324 0.06% 0.15% 998 -6,350 -79.41% Q1 2026 May 12, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 1,638 323 0.07% 0.09% 999 -2,447 -59.9% Q1 2026 May 05, 2026
Marble Wealth, LLC History Reduced 1,643 323 0.06% 0.04% 1001 -1,698 -50.82% Q1 2026 May 14, 2026
EWA, LLC History New 1,643 323 0.07% 1002 +1,643 New Q1 2026 Apr 23, 2026
Tepp RIA, LLC History Reduced 1,640 323 0.25% 0.3% 1000 -1,640 -50.0% Q1 2026 Apr 22, 2026
WAYSTONE ADVISORS LLC History New 1,640 323 0.29% 1003 +1,640 New Q1 2026 Apr 16, 2026
PenderFund Capital Management Ltd. History Reduced 1,665 322 0.05% 0.05% 1004 -1,665 -50.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History New 1,663 322 0.06% 1005 +1,663 New Q1 2026 May 12, 2026
AGF MANAGEMENT LTD History Reduced 1,622 319 0.0% 0.0% 1006 -1,624 -50.03% Q1 2026 May 07, 2026
Old North State Trust, LLC History Reduced 1,642 318 0.19% 0.15% 1007 -1,031 -38.57% Q1 2026 May 13, 2026
Occidental Asset Management, LLC History Reduced 1,603 316 0.04% 0.04% 1008 -1,713 -51.66% Q1 2026 Apr 15, 2026
Guardian Wealth Management, Inc. History Reduced 1,602 315 0.17% 0.21% 1009 -2,291 -58.85% Q1 2026 May 08, 2026
Borer Denton & Associates, Inc. History Reduced 1,627 315 0.11% 0.1% 1010 -1,473 -47.52% Q1 2026 May 12, 2026
Perennial Investment Advisors, LLC History Reduced 1,594 314 0.03% 0.02% 1011 -614 -27.81% Q1 2026 May 15, 2026
STF Management LP History No change 3,394 312 0.29% 0.29% 1012 0 0.0% Q4 2025 Feb 05, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 1,577 311 0.01% 0.01% 1013 -1,580 -50.05% Q1 2026 May 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History New 1,577 311 0.01% 1014 +1,577 New Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History Reduced 1,573 310 0.01% 0.12% 1015 -26,689 -94.43% Q1 2026 May 14, 2026
Klingman & Associates, LLC History Reduced 1,574 310 0.01% 0.01% 1016 -1,218 -43.62% Q1 2026 May 14, 2026
Sanchez Levi Garrett History New 1,556 306 0.19% 1019 +1,556 New Q1 2026 May 15, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 1,552 306 0.47% 0.41% 1018 -1,552 -50.0% Q1 2026 May 01, 2026
KFA Private Wealth Group, LLC History Reduced 1,552 306 0.07% 0.06% 1017 -979 -38.68% Q1 2026 Apr 20, 2026
Finward Bancorp History Reduced 1,548 305 0.24% 0.22% 1020 -1,550 -50.03% Q1 2026 Apr 10, 2026
Modera Wealth Management, LLC History New 1,540 303 0.0% 1021 +1,540 New Q1 2026 May 06, 2026
Ancora Advisors LLC History Reduced 1,535 302 0.01% 0.01% 1023 -1,719 -52.83% Q1 2026 May 15, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 1,536 302 0.07% 1024 +1,536 New Q1 2026 May 13, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Reduced 1,534 302 0.15% 0.13% 1022 -1,227 -44.44% Q1 2026 May 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 1,522 300 0.02% 1025 +1,522 New Q1 2026 May 06, 2026
Kovack Advisors, Inc. History Reduced 1,495 299 0.02% 0.02% 1026 -2,503 -62.61% Q1 2026 May 12, 2026
SUMMITRY LLC History New 1,507 297 0.01% 1028 +1,507 New Q1 2026 May 22, 2026
Apella Capital, LLC History New 1,452 297 0.0% 1029 +1,452 New Q1 2026 Apr 20, 2026
Long Run Wealth Advisors, LLC History No change 3,240 297 0.06% 0.06% 1027 0 0.0% Q4 2025 Feb 02, 2026
Legato Capital Management LLC History New 1,502 296 0.03% 1030 +1,502 New Q1 2026 May 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 1,497 295 0.05% 0.05% 1031 -1,585 -51.43% Q1 2026 Apr 29, 2026
CCM INVESTMENT ADVISERS LLC History Reduced 1,493 294 0.03% 0.03% 1032 -1,495 -50.03% Q1 2026 May 20, 2026
Collaborative Fund Advisors, LLC History New 1,492 294 0.18% 1034 +1,492 New Q1 2026 Apr 28, 2026
E&G Advisors, LP History Reduced 1,491 294 0.07% 0.06% 1033 -1,391 -48.27% Q1 2026 Apr 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 1,504 291 0.02% 0.02% 1035 -2,035 -57.5% Q1 2026 Apr 23, 2026
PALLADIEM, LLC History Reduced 1,416 290 0.28% 0.25% 1036 -1,407 -49.84% Q1 2026 May 06, 2026
Legacy Wealth Advisors, LLC History New 1,494 289 0.15% 1038 +1,494 New Q1 2026 May 06, 2026
Paladin Wealth, LLC History Reduced 1,468 289 0.2% 0.15% 1037 -941 -39.06% Q1 2026 Apr 16, 2026
Hoxton Planning & Management, LLC History Reduced 1,464 288 0.09% 0.08% 1039 -1,563 -51.64% Q1 2026 Apr 20, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 1,479 287 0.02% 1040 +1,479 New Q1 2026 Apr 29, 2026
MATHER GROUP, LLC. History Reduced 1,449 285 0.0% 0.0% 1041 -1,597 -52.43% Q1 2026 Apr 13, 2026
Western Wealth Management, LLC History Reduced 1,446 285 0.01% 0.01% 1042 -1,441 -49.91% Q1 2026 May 19, 2026
Garner Asset Management Corp History Reduced 1,445 284 0.11% 0.11% 1043 -1,546 -51.69% Q1 2026 Apr 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 1,442 284 0.0% 1044 +1,442 New Q1 2026 May 11, 2026
Rodgers Brothers Inc. History Reduced 1,430 282 0.03% 0.03% 1045 -1,430 -50.0% Q1 2026 May 14, 2026
VestGen Investment Management History Reduced 1,432 282 0.16% 0.11% 1046 -818 -36.36% Q1 2026 May 12, 2026
17 CAPITAL PARTNERS, LLC History Reduced 1,427 281 0.14% 0.12% 1047 -1,124 -44.06% Q1 2026 May 13, 2026
Vantus Wealth LLC History No change 3,067 281 0.21% 0.21% 1048 0 0.0% Q4 2025 Feb 10, 2026
Encompass More Asset Management History Reduced 1,422 280 0.05% 0.05% 1049 -1,448 -50.45% Q1 2026 Apr 28, 2026
Ausdal Financial Partners, Inc. History Reduced 1,425 279 0.01% 0.02% 1051 -2,586 -64.47% Q1 2026 May 12, 2026
Manchester Capital Management LLC History Reduced 1,415 279 0.04% 0.03% 1050 -1,300 -47.88% Q1 2026 May 11, 2026
Facet Wealth, Inc. History Reduced 1,416 279 0.0% 0.0% 1052 -1,010 -41.63% Q1 2026 May 07, 2026
SFMG, LLC History Reduced 1,414 278 0.02% 0.02% 1053 -1,565 -52.53% Q1 2026 May 12, 2026
Freestone Capital Holdings, LLC History Reduced 1,405 277 0.01% 0.01% 1054 -1,481 -51.32% Q1 2026 May 13, 2026
CWA Asset Management Group, LLC History Reduced 1,401 276 0.01% 0.01% 1055 -1,709 -54.95% Q1 2026 Apr 20, 2026
Founders Financial Alliance, LLC History New 1,401 276 0.05% 1057 +1,401 New Q1 2026 May 11, 2026
Massachusetts Wealth Management History Reduced 1,400 276 0.12% 0.12% 1056 -1,400 -50.0% Q1 2026 Apr 15, 2026
ASPIRIANT, LLC History Reduced 1,396 275 0.01% 0.01% 1058 -1,171 -45.62% Q1 2026 May 12, 2026
Simmons Bank History Reduced 1,385 273 0.02% 0.02% 1059 -2,030 -59.44% Q1 2026 Apr 23, 2026
WealthTrust Axiom LLC History Reduced 1,383 272 0.07% 0.07% 1060 -1,383 -50.0% Q1 2026 May 11, 2026
Armstrong, Fleming & Moore, Inc History Reduced 1,383 272 0.12% 0.12% 1061 -1,383 -50.0% Q1 2026 Apr 13, 2026
Greenspring Advisors, LLC History New 1,382 272 0.02% 1063 +1,382 New Q1 2026 May 04, 2026
Tranquility Partners, LLC History New 1,380 272 0.1% 1062 +1,380 New Q1 2026 Apr 20, 2026
Stirlingshire Investments, Inc. History Reduced 1,377 271 0.24% 0.25% 1066 -1,713 -55.44% Q1 2026 May 04, 2026
ADVISORTRUST PARTNERS, LLC History Reduced 1,378 271 0.11% 0.12% 1068 -1,578 -53.38% Q1 2026 May 06, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 1,377 271 0.02% 0.02% 1065 -1,383 -50.11% Q1 2026 May 07, 2026
MBL Wealth, LLC History Reduced 1,376 271 0.02% 0.02% 1067 -1,378 -50.04% Q1 2026 Apr 28, 2026
Asset Dedication, LLC History No change 2,949 271 0.02% 0.02% 1064 0 0.0% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History No change 2,933 269 0.02% 0.02% 1069 0 0.0% Q4 2025 Feb 18, 2026
Northwest Quadrant Wealth Management, LLC History Reduced 1,362 268 0.06% 0.05% 1070 -1,364 -50.04% Q1 2026 May 11, 2026
McAdam, LLC History Reduced 1,357 267 0.01% 0.01% 1071 -1,786 -56.82% Q1 2026 May 08, 2026
TOWNSQUARE CAPITAL LLC History Reduced 1,344 265 0.06% 0.06% 1072 -1,701 -55.86% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,323 265 0.02% 0.02% 1073 -1,349 -50.49% Q1 2026 May 01, 2026
Larson Financial Group LLC History Reduced 1,334 263 0.01% 0.01% 1074 -1,623 -54.89% Q1 2026 May 15, 2026
One Capital Management, LLC History New 1,335 263 0.01% 1075 +1,335 New Q1 2026 May 12, 2026
Tanager Wealth Management LLP History New 1,344 260 0.03% 1077 +1,344 New Q1 2026 Apr 20, 2026
NEVILLE RODIE & SHAW INC History New 1,318 260 0.02% 1076 +1,318 New Q1 2026 Apr 01, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 1,312 258 0.08% 0.09% 1079 -1,823 -58.15% Q1 2026 Apr 16, 2026
Navalign, LLC History Reduced 1,312 258 0.07% 0.06% 1078 -1,313 -50.02% Q1 2026 Apr 29, 2026
ROI Financial Advisors, LLC History New 1,310 258 0.15% 1080 +1,310 New Q1 2026 May 15, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 1,292 254 0.15% 0.14% 1081 -1,273 -49.63% Q1 2026 Apr 17, 2026
SAX WEALTH ADVISORS, LLC History Reduced 2,748 252 0.01% 0.02% 1082 -1,645 -37.45% Q1 2026 Apr 08, 2026
Evercore Wealth Management, LLC History New 1,278 252 0.0% 1083 +1,278 New Q1 2026 May 15, 2026
PUREfi Wealth, LLC History New 1,278 252 0.17% 1084 +1,278 New Q1 2026 Apr 28, 2026
Petros Family Wealth, LLC History Reduced 1,277 251 0.18% 0.16% 1086 -1,285 -50.16% Q1 2026 Apr 24, 2026
DGS Capital Management, LLC History Reduced 1,276 251 0.04% 0.04% 1085 -1,233 -49.14% Q1 2026 Apr 28, 2026
Northstar Group, Inc. History Reduced 1,272 250 0.04% 0.04% 1087 -1,622 -56.05% Q1 2026 Apr 28, 2026
Bay Capital Advisors, LLC History Reduced 1,256 247 0.15% 0.14% 1088 -1,256 -50.0% Q1 2026 Apr 22, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 1,251 246 0.03% 0.03% 1090 -1,393 -52.69% Q1 2026 May 13, 2026
Saxony Capital Management, LLC History Reduced 1,275 246 0.14% 0.15% 1089 -1,373 -51.85% Q1 2026 Apr 24, 2026
Providence Wealth Advisors, LLC History Reduced 1,226 245 0.16% 0.14% 1091 -1,240 -50.28% Q1 2026 May 05, 2026
Lynx Investment Advisory History Reduced 1,246 245 0.12% 0.12% 1092 -1,221 -49.49% Q1 2026 Apr 24, 2026
Asset Allocation & Management Company, LLC History Reduced 1,237 244 0.09% 0.09% 1093 -1,238 -50.02% Q1 2026 Apr 15, 2026
4J Wealth Management LLC History Reduced 1,236 243 0.14% 0.13% 1094 -1,296 -51.18% Q1 2026 May 05, 2026
Keystone Financial Group History New 1,237 243 0.02% 1096 +1,237 New Q1 2026 May 13, 2026
Persistent Asset Partners Ltd History New 1,236 243 0.09% 1097 +1,236 New Q1 2026 May 12, 2026
COWA, LLC History Reduced 1,234 243 0.07% 0.07% 1095 -1,235 -50.02% Q1 2026 May 14, 2026
Quadrant Private Wealth Management, LLC History New 1,220 240 0.04% 1098 +1,220 New Q1 2026 May 06, 2026
Portfolio Design Labs, LLC History New 1,220 240 0.04% 1099 +1,220 New Q1 2026 May 11, 2026
Vann Equity Management LLC History New 1,220 240 0.17% 1100 +1,220 New Q1 2026 May 08, 2026
Strategic Investment Advisors / MI History New 1,215 239 0.02% 1101 +1,215 New Q1 2026 May 18, 2026
Cardinal Point Capital Management ULC History New 1,210 238 0.01% 1103 +1,210 New Q1 2026 Apr 20, 2026
Hexagon Capital Partners LLC History New 1,209 238 0.03% 1102 +1,209 New Q1 2026 May 04, 2026
Keebeck Wealth Management History New 1,213 237 0.03% 1106 +1,213 New Q1 2026 May 14, 2026
Dixon Mitchell Investment Counsel Inc. History New 1,206 237 0.01% 1107 +1,206 New Q1 2026 May 14, 2026
Claro Advisors Inc. History New 1,204 237 0.03% 1105 +1,204 New Q1 2026 Apr 21, 2026
Balboa Wealth Partners History Reduced 1,205 237 0.04% 0.04% 1104 -1,189 -49.67% Q1 2026 Apr 16, 2026
Bedel Financial Consulting, Inc. History Reduced 1,200 236 0.03% 0.02% 1108 -1,200 -50.0% Q1 2026 May 04, 2026
Coordinated Financial Services, Inc. History Reduced 1,197 236 0.14% 0.13% 1110 -1,199 -50.04% Q1 2026 May 01, 2026
Mayflower Financial Advisors, LLC History Reduced 1,222 236 0.03% 0.02% 1109 -1,021 -45.52% Q1 2026 Apr 23, 2026
WPG Advisers, LLC History Reduced 1,199 236 0.17% 0.15% 1111 -978 -44.92% Q1 2026 Apr 29, 2026
ACORN CREEK CAPITAL LLC History Reduced 1,195 235 0.08% 0.08% 1112 -1,296 -52.03% Q1 2026 May 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History New 1,192 235 0.07% 1113 +1,192 New Q1 2026 May 13, 2026
Inscription Capital, LLC History Reduced 1,178 232 0.02% 0.04% 1114 -2,991 -71.74% Q1 2026 Apr 20, 2026
Precision Wealth Strategies, LLC History Reduced 1,179 232 0.08% 0.07% 1115 -1,197 -50.38% Q1 2026 May 06, 2026
Brookstone Capital Management History Reduced 1,176 231 0.0% 0.0% 1116 -1,298 -52.47% Q1 2026 Apr 16, 2026
DSG Capital Advisors, LLC History Reduced 1,172 231 0.04% 0.03% 1118 -1,228 -51.17% Q1 2026 Apr 27, 2026
WealthShield Partners, LLC History Reduced 1,175 231 0.03% 0.02% 1117 -1,168 -49.85% Q1 2026 May 01, 2026
Wealthfront Advisers LLC History Reduced 1,171 230 0.0% 0.0% 1119 -3,415 -74.47% Q1 2026 May 05, 2026
Seed Wealth Management, Inc. History Reduced 1,170 230 0.16% 0.15% 1120 -1,170 -50.0% Q1 2026 Apr 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,165 229 0.06% 0.06% 1121 -1,183 -50.38% Q1 2026 Apr 29, 2026
Wilkerson Advisory Group LLC History New 1,162 229 0.08% 1123 +1,162 New Q1 2026 May 08, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 1,162 229 0.06% 0.06% 1122 -1,154 -49.83% Q1 2026 Apr 09, 2026
Meeder Advisory Services, Inc. History Reduced 1,150 226 0.01% 0.01% 1124 -1,193 -50.92% Q1 2026 May 07, 2026
Regal Investment Advisors LLC History New 1,146 226 0.01% 1125 +1,146 New Q1 2026 May 14, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 1,145 225 0.02% 0.02% 1126 -1,260 -52.39% Q1 2026 Apr 28, 2026
Fort Sheridan Advisors LLC History Reduced 1,140 224 0.03% 0.03% 1127 -1,141 -50.02% Q1 2026 May 06, 2026
bLong Financial, LLC History Reduced 1,138 224 0.17% 0.15% 1129 -1,139 -50.02% Q1 2026 Apr 21, 2026
SPIREPOINT PRIVATE CLIENT, LLC History New 1,138 224 0.02% 1130 +1,138 New Q1 2026 Apr 22, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 1,136 224 0.05% 0.05% 1128 -1,136 -50.0% Q1 2026 Apr 16, 2026
American Trust History Reduced 1,133 223 0.02% 0.02% 1131 -1,171 -50.82% Q1 2026 May 01, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 1,134 223 0.12% 0.12% 1132 -1,137 -50.07% Q1 2026 May 13, 2026
United Advisor Group, LLC History New 1,127 222 0.03% 1133 +1,127 New Q1 2026 Apr 17, 2026
Owl Creek Wealth Partners LLC History New 1,125 221 0.08% 1135 +1,125 New Q1 2026 May 13, 2026
Fifth Third Wealth Advisors LLC History New 1,123 221 0.01% 1134 +1,123 New Q1 2026 Apr 17, 2026
Cornerstone Wealth Group, LLC History New 1,124 220 0.01% 1137 +1,124 New Q1 2026 Apr 22, 2026
Alpha Family Trust History Reduced 1,120 220 0.11% 0.09% 1136 -1,120 -50.0% Q1 2026 May 13, 2026
Compass Ion Advisors, LLC History New 1,110 218 0.02% 1139 +1,110 New Q1 2026 Apr 13, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 1,108 218 0.12% 0.13% 1138 -1,109 -50.02% Q1 2026 May 13, 2026
Gutierrez Wealth Advisory, LLC History New 1,108 218 0.14% 1140 +1,108 New Q1 2026 Apr 21, 2026
Carter Financial Group, INC. History Reduced 1,104 217 0.13% 0.2% 1141 -2,522 -69.55% Q1 2026 Apr 27, 2026
Aureus Asset Management, LLC History New 1,105 217 0.01% 1142 +1,105 New Q1 2026 May 13, 2026
Cascade Financial Partners, LLC History Reduced 1,098 216 0.02% 0.02% 1143 -1,099 -50.02% Q1 2026 May 12, 2026
Investment Management Trust, LLC History New 1,096 216 0.21% 1144 +1,096 New Q1 2026 Apr 24, 2026
Farmers National Bank History No change 2,344 215 0.05% 0.05% 1145 0 0.0% Q4 2025 Mar 12, 2026
MPS Loria Financial Planners, LLC History New 1,080 212 0.06% 1147 +1,080 New Q1 2026 May 08, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 1,079 212 0.07% 0.06% 1146 -820 -43.18% Q1 2026 May 14, 2026
RDA Financial Network History Reduced 1,070 211 0.05% 0.05% 1148 -1,171 -52.25% Q1 2026 Apr 08, 2026
Talisman Wealth Advisors LLC History Reduced 1,066 210 0.17% 0.19% 1150 -1,551 -59.27% Q1 2026 May 15, 2026
KELLEHER FINANCIAL ADVISORS History Added to 3,015 210 0.05% 0.06% 1149 +251 9.08% Q1 2026 May 08, 2026
Lakeridge Wealth Management LLC History New 1,064 209 0.09% 1151 +1,064 New Q1 2026 Apr 08, 2026
AssuredPartners Investment Advisors, LLC History New 1,026 208 0.02% 1152 +1,026 New Q1 2026 Apr 10, 2026
DAVIDSON TRUST CO History New 1,054 207 0.09% 1153 +1,054 New Q1 2026 Apr 20, 2026
Parsonex Advisory Services, Inc. History Reduced 1,046 206 0.2% 0.23% 1155 -2,798 -72.79% Q1 2026 May 12, 2026
Jaffetilchin Investment Partners, LLC History Reduced 1,048 206 0.01% 0.01% 1154 -1,134 -51.97% Q1 2026 May 13, 2026
Weil Company, Inc. History New 1,045 206 0.05% 1156 +1,045 New Q1 2026 Apr 15, 2026
Avid Wealth Partners LLC History New 1,044 205 0.1% 1158 +1,044 New Q1 2026 Apr 30, 2026
JEPPSON WEALTH MANAGEMENT, LLC History New 1,041 205 0.06% 1157 +1,041 New Q1 2026 Apr 14, 2026
Brucke Financial, Inc. History Reduced 1,038 204 0.1% 0.72% 1160 -13,306 -92.76% Q1 2026 Apr 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,112 204 0.0% 0.0% 1159 -1,784 -61.6% Q1 2026 May 06, 2026
Baron Wealth Management LLC History New 1,036 204 0.06% 1161 +1,036 New Q1 2026 Apr 16, 2026
Greystone Financial Group, LLC History Reduced 1,030 203 0.06% 0.12% 1162 -7,630 -88.11% Q1 2026 Apr 24, 2026
Focus Financial Network, Inc. History Reduced 1,034 203 0.01% 0.02% 1163 -4,145 -80.03% Q1 2026 Apr 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History New 1,034 203 0.01% 1164 +1,034 New Q1 2026 May 06, 2026
Overbrook Management Corp History New 1,032 203 0.04% 1165 +1,032 New Q1 2026 Apr 09, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History New 1,031 203 0.03% 1166 +1,031 New Q1 2026 Apr 22, 2026
Exeter Financial, LLC History New 1,025 202 0.08% 1167 +1,025 New Q1 2026 Apr 23, 2026
Resolute Wealth Strategies, LLC History New 1,024 202 0.09% 1168 +1,024 New Q1 2026 May 07, 2026
SALEM INVESTMENT COUNSELORS INC History New 1,022 201 0.01% 1169 +1,022 New Q1 2026 Apr 29, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History New 1,022 201 0.49% 1170 +1,022 New Q1 2026 Apr 29, 2026
Morse Asset Management, Inc History New 1,000 197 0.04% 1171 +1,000 New Q1 2026 May 14, 2026
Wellington Shields & Co., LLC History New 1,000 193 0.05% 1172 +1,000 New Q1 2026 May 04, 2026
Penserra Capital Management LLC History New 980 193 0.0% 1173 +980 New Q1 2026 May 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,085 191 0.06% 0.06% 1174 0 0.0% Q4 2025 Feb 11, 2026
Whipplewood Advisors, LLC History Added to 955 188 0.1% 0.0% 1175 +875 1093.75% Q1 2026 Apr 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 953 187 0.0% 0.0% 1176 -51,301 -98.18% Q1 2026 May 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,026 186 0.05% 0.05% 1177 0 0.0% Q4 2025 Feb 05, 2026
Crewe Advisors LLC History Reduced 937 184 0.02% 0.02% 1178 -950 -50.34% Q1 2026 May 07, 2026
Financial Perspectives, Inc History Reduced 932 183 0.05% 0.05% 1180 -932 -50.0% Q1 2026 May 11, 2026
Golden State Wealth Management, LLC History Reduced 931 183 0.02% 0.01% 1179 -553 -37.26% Q1 2026 Apr 28, 2026
Accent Capital Management, LLC History Reduced 905 178 0.09% 0.04% 1181 -95 -9.5% Q1 2026 May 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 897 176 0.07% 0.06% 1182 -903 -50.17% Q1 2026 Apr 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 896 176 0.04% 0.06% 1183 -212 -19.13% Q1 2026 May 08, 2026
FINANCIAL CONSULATE, INC History Reduced 873 172 0.02% 0.02% 1184 -748 -46.14% Q1 2026 Apr 21, 2026
Addison Advisors LLC History Reduced 865 170 0.04% 0.04% 1185 -871 -50.17% Q1 2026 May 08, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 820 161 0.01% 0.01% 1186 -822 -50.06% Q1 2026 May 14, 2026
Sound Income Strategies, LLC History Reduced 788 158 0.01% 0.01% 1188 -794 -50.19% Q1 2026 Apr 27, 2026
Capital Analysts, LLC History Added to 814 158 0.0% 0.0% 1187 +189 30.24% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History Added to 800 157 0.01% 0.0% 1189 +500 166.67% Q1 2026 Apr 21, 2026
Westside Investment Management, Inc. History Reduced 779 156 0.02% 0.02% 1190 -881 -53.07% Q1 2026 May 04, 2026
V-Square Quantitative Management LLC History New 790 155 0.02% 1191 +790 New Q1 2026 Apr 27, 2026
Avalon Trust Co History Added to 774 152 0.01% 0.0% 1192 +424 121.14% Q1 2026 May 06, 2026
Wealth Preservation Advisors, LLC History Reduced 770 151 0.13% 0.08% 1193 -1,005 -56.62% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Reduced 752 148 0.01% 0.01% 1194 -849 -53.03% Q1 2026 May 13, 2026
Luken Investment Analytics, LLC History Reduced 750 147 0.06% 0.06% 1195 -814 -52.05% Q1 2026 May 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 715 141 0.01% 0.01% 1196 -717 -50.07% Q1 2026 Apr 10, 2026
Salomon & Ludwin, LLC History Reduced 674 137 0.01% 0.01% 1197 -523 -43.69% Q1 2026 May 11, 2026
Greykasell Wealth Strategies, Inc. History Reduced 690 136 0.05% 0.05% 1200 -690 -50.0% Q1 2026 May 07, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 692 136 0.01% 0.01% 1198 -449 -39.35% Q1 2026 May 07, 2026
GPS Wealth Strategies Group, LLC History No change 1,481 136 0.12% 0.12% 1199 0 0.0% Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History Reduced 680 134 0.01% 0.01% 1201 -658 -49.18% Q1 2026 Apr 23, 2026
Colonial Trust Co / SC History Reduced 684 132 0.02% 0.02% 1202 -708 -50.86% Q1 2026 May 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 669 131 0.0% 0.0% 1203 -618 -48.02% Q1 2026 Apr 30, 2026
Dougherty Wealth Advisers LLC History Reduced 645 127 0.08% 0.07% 1204 -645 -50.0% Q1 2026 Apr 21, 2026
Bruce G. Allen Investments, LLC History Reduced 620 122 0.08% 0.09% 1205 -812 -56.7% Q1 2026 May 08, 2026
McMillan Office, Inc. History Reduced 616 121 0.02% 0.01% 1207 -618 -50.08% Q1 2026 Apr 23, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 617 121 0.03% 0.02% 1206 -305 -33.08% Q1 2026 Apr 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 610 120 0.08% 0.04% 1209 -668 -52.27% Q1 2026 May 01, 2026
Towne Trust Company, N.A History Reduced 612 120 0.04% 0.03% 1208 -613 -50.04% Q1 2026 Apr 22, 2026
Bogart Wealth, LLC History Reduced 561 110 0.0% 0.0% 1210 -562 -50.04% Q1 2026 Apr 28, 2026
New England Capital Financial Advisors LLC History Reduced 560 110 0.03% 0.04% 1211 -560 -50.0% Q1 2026 Apr 27, 2026
TSFG, LLC History Reduced 552 109 0.02% 0.02% 1212 -554 -50.09% Q1 2026 Apr 27, 2026
ADIRONDACK TRUST CO History Reduced 548 108 0.04% 0.03% 1213 -554 -50.27% Q1 2026 Apr 03, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 550 108 0.01% 0.01% 1214 -339 -38.13% Q1 2026 Apr 30, 2026
Quent Capital, LLC History Reduced 553 107 0.01% 0.01% 1216 -610 -52.45% Q1 2026 Apr 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 553 107 0.0% 0.0% 1215 -553 -50.0% Q1 2026 Apr 23, 2026
Center for Financial Planning, Inc. History Reduced 528 104 0.01% 0.01% 1217 -529 -50.05% Q1 2026 May 04, 2026
Destiny Wealth Partners, LLC History New 524 103 0.01% 1218 +524 New Q1 2026 May 11, 2026
Acropolis Investment Management, LLC History New 516 101 0.0% 1219 +516 New Q1 2026 Apr 09, 2026
Innovative Asset Advisors Group, LLC History New 509 100 0.06% 1220 +509 New Q1 2026 May 12, 2026
Strengthening Families & Communities, LLC History Reduced 506 99 0.02% 0.03% 1222 -512 -50.29% Q1 2026 May 11, 2026
IMA Advisory Services, Inc. History Reduced 507 99 0.01% 0.01% 1221 -507 -50.0% Q1 2026 May 06, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 509 98 0.04% 1224 +509 New Q1 2026 Apr 28, 2026
Asset Planning,Inc History Reduced 500 98 0.07% 0.06% 1223 -500 -50.0% Q1 2026 Apr 23, 2026
Vanguard National Trust Co History New 496 97 0.01% 1225 +496 New Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History Reduced 484 95 0.01% 0.02% 1226 -1,015 -67.71% Q1 2026 Apr 24, 2026
Community Bank, N.A. History Reduced 476 93 0.01% 0.01% 1227 -476 -50.0% Q1 2026 May 12, 2026
Cornerstone Planning Group LLC History Reduced 509 92 0.01% 0.01% 1228 -484 -48.74% Q1 2026 May 06, 2026
Centennial Bank/AR/ History Reduced 480 92 0.03% 0.03% 1229 -480 -50.0% Q1 2026 May 06, 2026
Centerpoint Advisors, LLC History Reduced 450 89 0.03% 0.03% 1230 -450 -50.0% Q1 2026 May 07, 2026
Crews Bank & Trust History Reduced 450 88 0.01% 0.01% 1231 -386 -46.17% Q1 2026 May 13, 2026
Mechanics Financial Corp History Reduced 450 87 0.04% 0.03% 1232 -450 -50.0% Q1 2026 May 06, 2026
Anchor Investment Management, LLC History Reduced 437 86 0.01% 0.01% 1233 -766 -63.67% Q1 2026 May 01, 2026
MBM WEALTH CONSULTANTS, LLC History New 421 83 0.02% 1234 +421 New Q1 2026 Apr 20, 2026
Financial Management Professionals, Inc. History Reduced 417 82 0.01% 0.01% 1235 -445 -51.62% Q1 2026 Apr 15, 2026
NFSG Corp History Reduced 419 82 0.01% 0.01% 1236 -420 -50.06% Q1 2026 May 05, 2026
SHP Wealth Management History Reduced 412 81 0.01% 0.01% 1237 -670 -61.92% Q1 2026 May 08, 2026
Quaker Wealth Management, LLC History Reduced 408 80 0.02% 0.03% 1238 -462 -53.1% Q1 2026 Apr 10, 2026
Pinnacle Holdings, LLC History Reduced 400 78 0.03% 0.02% 1239 -400 -50.0% Q1 2026 May 08, 2026
DHJJ Financial Advisors, Ltd. History Reduced 400 78 0.03% 0.02% 1240 -400 -50.0% Q1 2026 Apr 09, 2026
Quantbot Technologies LP History New 397 78 0.0% 1241 +397 New Q1 2026 May 13, 2026
SouthState Bank Corp History Reduced 395 77 0.0% 0.26% 1242 -63,327 -99.38% Q1 2026 May 05, 2026
Anfield Capital Management, LLC History New 385 75 0.02% 1244 +385 New Q1 2026 May 12, 2026
General Partner, Inc. History Reduced 384 75 0.05% 0.04% 1243 -384 -50.0% Q1 2026 Apr 08, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 374 73 0.0% 0.0% 1245 -446 -54.39% Q1 2026 May 06, 2026
REDMONT WEALTH ADVISORS LLC History No change 698 64 0.1% 0.1% 1246 0 0.0% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History No change 693 63 0.02% 0.02% 1247 0 0.0% Q4 2025 Jan 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 313 61 0.01% 0.01% 1248 -440 -58.43% Q1 2026 Apr 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 311 61 0.01% 0.01% 1250 -185 -37.3% Q1 2026 May 06, 2026
ORG Partners LLC History No change 673 61 0.01% 0.01% 1249 0 0.0% Q4 2025 Jan 14, 2026
Ascentis Wealth Management, LLC History Reduced 280 55 0.01% 0.01% 1252 -281 -50.09% Q1 2026 Apr 28, 2026
Bollard Group LLC History Reduced 277 55 0.0% 0.0% 1251 -277 -50.0% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History Reduced 279 55 0.03% 0.02% 1253 -194 -41.01% Q1 2026 May 13, 2026
ENTRUST FINANCIAL LLC History Reduced 274 54 0.04% 0.04% 1254 -276 -50.18% Q1 2026 May 12, 2026
Archer Investment Corp History Reduced 269 53 0.01% 0.01% 1255 -269 -50.0% Q1 2026 May 04, 2026
True Link Financial Advisors, LLC History New 259 51 0.0% 1257 +259 New Q1 2026 Apr 29, 2026
Kozak & Associates, Inc. History Reduced 253 51 0.01% 0.01% 1256 -247 -49.4% Q1 2026 Apr 14, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 258 50 0.0% 0.0% 1258 +88 51.76% Q1 2026 May 12, 2026
Aventura Private Wealth, LLC History Reduced 251 49 0.02% 0.02% 1259 -249 -49.8% Q1 2026 May 05, 2026
JNBA Financial Advisors History Reduced 240 47 0.0% 0.0% 1260 -241 -50.1% Q1 2026 Apr 22, 2026
High Note Wealth, LLC History Reduced 239 47 0.01% 0.01% 1261 -241 -50.21% Q1 2026 May 11, 2026
Estabrook Capital Management History Reduced 237 46 0.01% 0.01% 1262 -238 -50.11% Q1 2026 May 14, 2026
Aventus Investment Advisors, Inc. History Reduced 235 46 0.04% 0.03% 1263 -235 -50.0% Q1 2026 Apr 15, 2026
TRUST CO OF VERMONT History No change 493 45 0.0% 0.0% 1264 0 0.0% Q4 2025 Jan 16, 2026
Wellington Grp LLC History Reduced 225 44 0.01% 0.02% 1265 -362 -61.67% Q1 2026 May 22, 2026
VIRTUS ADVISERS, LLC History New 306 44 0.02% 1266 +306 New Q1 2026 May 14, 2026
Cassaday & Co Wealth Management LLC History New 232 44 0.0% 1267 +232 New Q1 2026 May 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 221 43 0.0% 0.0% 1268 -107 -32.62% Q1 2026 Apr 13, 2026
Abound Wealth Management History Reduced 215 42 0.01% 0.01% 1269 -265 -55.21% Q1 2026 Apr 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 208 41 0.01% 0.01% 1270 -209 -50.12% Q1 2026 May 11, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 207 40 0.01% 0.01% 1271 -208 -50.12% Q1 2026 Apr 22, 2026
Bell Investment Advisors, Inc History Reduced 200 39 0.01% 0.01% 1272 -157 -43.98% Q1 2026 Apr 17, 2026
Raleigh Capital Management Inc. History New 195 38 0.01% 1274 +195 New Q1 2026 Apr 28, 2026
Avion Wealth History Added to 197 38 0.01% 0.0% 1273 +123 166.22% Q1 2026 May 01, 2026
Triumph Capital Management History Reduced 192 37 0.01% 0.01% 1277 -238 -55.35% Q1 2026 May 13, 2026
Quarry LP History New 195 37 0.01% 1278 +195 New Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 192 37 0.01% 1279 +192 New Q1 2026 May 08, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 188 37 0.02% 0.02% 1275 -99 -34.49% Q1 2026 May 13, 2026
Heritage Wealth Advisors History Added to 193 37 0.0% 0.0% 1276 +94 94.95% Q1 2026 May 13, 2026
Itau Unibanco Holding S.A. History Reduced 180 35 0.0% 0.0% 1282 -1,047 -85.33% Q1 2026 May 15, 2026
Truvestments Capital LLC History Reduced 182 35 0.01% 0.01% 1283 -182 -50.0% Q1 2026 May 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 175 35 0.0% 0.0% 1280 -175 -50.0% Q1 2026 May 15, 2026
ALBION FINANCIAL GROUP /UT History Reduced 181 35 0.0% 0.0% 1281 -156 -46.29% Q1 2026 Apr 27, 2026
Pacific Center for Financial Services History Reduced 175 34 0.01% 0.01% 1284 -175 -50.0% Q1 2026 May 12, 2026
Westfuller Advisors, LLC History Reduced 166 32 0.01% 0.08% 1286 -1,918 -92.03% Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History Reduced 167 32 0.0% 0.0% 1285 -169 -50.3% Q1 2026 Apr 13, 2026
PROSPERITY BANCSHARES INC History New 160 31 0.02% 1287 +160 New Q1 2026 May 12, 2026
TFC Financial Management, Inc. History Reduced 153 30 0.0% 0.0% 1288 -192 -55.65% Q1 2026 Apr 23, 2026
Operose Advisors LLC History Added to 151 29 0.01% 1289 +141 1410.0% Q1 2026 May 12, 2026
Byrne Asset Management LLC History Reduced 147 28 0.02% 0.01% 1290 -153 -51.0% Q1 2026 Apr 02, 2026
CLEAR INVESTMENT RESEARCH, LLC History New 140 27 0.04% 1293 +140 New Q1 2026 May 04, 2026
True Wealth Design, LLC History Reduced 137 27 0.01% 0.01% 1292 -137 -50.0% Q1 2026 Apr 13, 2026
Acumen Wealth Advisors, LLC History Reduced 137 27 0.01% 0.01% 1291 -130 -48.69% Q1 2026 May 13, 2026
Mascoma Wealth Management LLC History Reduced 132 26 0.01% 0.01% 1294 -132 -50.0% Q1 2026 Apr 30, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 134 25 0.01% 0.01% 1295 -135 -50.19% Q1 2026 May 08, 2026
Pingora Partners LLC History Reduced 125 24 0.01% 0.01% 1296 -125 -50.0% Q1 2026 May 15, 2026
Rialto Wealth Management, LLC History Reduced 125 24 0.01% 0.01% 1297 -125 -50.0% Q1 2026 May 14, 2026
RMG Wealth Management LLC History New 129 23 0.0% 1300 +129 New Q1 2026 May 14, 2026
Measured Wealth Private Client Group, LLC History Reduced 117 23 0.01% 0.01% 1298 -118 -50.21% Q1 2026 May 13, 2026
American Capital Advisory, LLC History Reduced 118 23 0.01% 0.01% 1299 -13 -9.92% Q1 2026 Apr 29, 2026
Intentional Wealth Strategies, LLC History New 115 22 0.02% 1302 +115 New Q1 2026 May 05, 2026
TD Capital Management LLC History New 113 22 0.0% 1301 +113 New Q1 2026 May 11, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 105 21 0.0% 0.0% 1303 -1,061 -90.99% Q1 2026 May 05, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 107 21 0.01% 0.01% 1304 -108 -50.23% Q1 2026 May 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 102 20 0.0% 0.0% 1305 -11,122 -99.09% Q1 2026 May 12, 2026
Fairscale Capital, LLC History Reduced 106 20 0.01% 0.01% 1306 -106 -50.0% Q1 2026 May 11, 2026
PIN OAK INVESTMENT ADVISORS INC History New 103 20 0.01% 1308 +103 New Q1 2026 May 15, 2026
Wall Street Financial Group, Inc. History New 103 20 0.01% 1309 +103 New Q1 2026 May 05, 2026
KERR FINANCIAL PLANNING Corp History No change 110 20 0.02% 0.03% 1307 0 0.0% Q1 2026 Apr 29, 2026
Lavaca Capital LLC History Reduced 100 19 0.0% 0.06% 1311 -3,642 -97.33% Q1 2026 May 13, 2026
Fourth Dimension Wealth, LLC History Reduced 98 19 0.01% 0.01% 1315 -102 -51.0% Q1 2026 May 11, 2026
ATWOOD & PALMER INC History Reduced 100 19 0.0% 0.0% 1310 -100 -50.0% Q1 2026 Apr 15, 2026
Missouri Trust & Investment Co History Reduced 100 19 0.01% 0.01% 1313 -100 -50.0% Q1 2026 May 14, 2026
Morton Brown Family Wealth, LLC History Reduced 97 19 0.01% 0.0% 1314 -98 -50.26% Q1 2026 Apr 20, 2026
Costello Asset Management, INC History No change 100 19 0.01% 0.0% 1312 0 0.0% Q1 2026 Apr 30, 2026
Hughes Financial Services, LLC History Reduced 95 18 0.0% 0.0% 1316 -96 -50.26% Q1 2026 Apr 29, 2026
WealthCollab, LLC History Reduced 88 17 0.01% 0.01% 1317 -91 -50.84% Q1 2026 May 13, 2026
BOK Financial Private Wealth, Inc. History Reduced 84 16 0.0% 0.0% 1318 -395 -82.46% Q1 2026 May 12, 2026
Wiser Advisor Group LLC History Reduced 86 16 0.02% 0.02% 1322 -87 -50.29% Q1 2026 Apr 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 84 16 0.0% 0.0% 1319 -85 -50.3% Q1 2026 Apr 29, 2026
Lodestone Wealth Management LLC History Reduced 81 16 0.01% 0.01% 1321 -84 -50.91% Q1 2026 May 01, 2026
First Pacific Financial History Reduced 84 16 0.0% 0.0% 1320 -12 -12.5% Q1 2026 Apr 23, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 77 15 0.0% 0.0% 1323 -72 -48.32% Q1 2026 Apr 30, 2026
Reflection Asset Management History No change 175 15 0.01% 0.01% 1324 0 0.0% Q4 2025 Mar 02, 2026
VISION FINANCIAL MARKETS LLC History Reduced 76 14 0.01% 0.01% 1326 -77 -50.33% Q1 2026 Apr 24, 2026
FIRST COMMUNITY TRUST NA History Reduced 75 14 0.01% 0.01% 1325 -75 -50.0% Q1 2026 Apr 16, 2026
HOEY INVESTMENTS, INC History Reduced 75 14 0.0% 0.0% 1328 -75 -50.0% Q1 2026 Apr 28, 2026
Tripletail Wealth Management, LLC History Reduced 71 14 0.02% 0.02% 1332 -74 -51.03% Q1 2026 May 14, 2026
Smallwood Wealth Investment Management, LLC History Reduced 71 14 0.01% 0.01% 1330 -72 -50.35% Q1 2026 Apr 22, 2026
MCF Advisors LLC History Reduced 75 14 0.0% 0.0% 1327 -7 -8.54% Q1 2026 May 11, 2026
Corsicana & Co. History No change 200 14 0.01% 0.01% 1329 0 0.0% Q1 2026 May 13, 2026
Principia Wealth Advisory, LLC History No change 162 14 0.01% 0.01% 1331 0 0.0% Q4 2025 Feb 10, 2026
Lloyd Advisory Services, LLC. History Reduced 68 13 0.0% 0.01% 1333 -133 -66.17% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History New 68 13 0.0% 1334 +68 New Q1 2026 May 13, 2026
Quest 10 Wealth Builders, Inc. History Reduced 61 12 0.01% 0.01% 1335 -62 -50.41% Q1 2026 May 06, 2026
Cornerstone Financial Management LLC History Reduced 61 12 0.01% 0.01% 1336 -46 -42.99% Q1 2026 May 08, 2026
Scarborough Advisors, LLC History Reduced 60 11 0.0% 0.0% 1337 -60 -50.0% Q1 2026 May 07, 2026
Strive Financial Group ,LLC History Reduced 58 11 0.01% 0.01% 1340 -60 -50.85% Q1 2026 May 15, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History Reduced 57 11 0.03% 0.03% 1338 -59 -50.86% Q1 2026 May 13, 2026
Valued Wealth Advisors LLC History Reduced 58 11 0.0% 0.0% 1339 -59 -50.43% Q1 2026 Apr 30, 2026
Park Square Financial Group, LLC History New 59 11 0.08% 1342 +59 New Q1 2026 May 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 56 11 0.0% 1341 +56 New Q1 2026 Apr 13, 2026
PFS Partners, LLC History Reduced 55 10 0.0% 0.0% 1344 -55 -50.0% Q1 2026 Apr 09, 2026
WOLFF WIESE MAGANA LLC History Reduced 52 10 0.01% 0.0% 1343 -54 -50.94% Q1 2026 Apr 13, 2026
PETERSON WEALTH MANAGEMENT History New 50 9 0.01% 1346 +50 New Q1 2026 May 15, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 46 9 0.0% 0.0% 1345 -47 -50.54% Q1 2026 May 05, 2026
Sachetta, LLC History Reduced 45 8 0.0% 0.0% 1347 -45 -50.0% Q1 2026 May 01, 2026
Wealth Science Advisors LLC History New 85 7 0.0% 1358 +85 New Q1 2026 Apr 08, 2026
Stone House Investment Management, LLC History Reduced 38 7 0.0% 0.0% 1351 -39 -50.65% Q1 2026 Apr 22, 2026
Elevated Capital Advisors, LLC History Reduced 39 7 0.0% 0.0% 1352 -39 -50.0% Q1 2026 Apr 30, 2026
Burk Holdings LLC History New 39 7 0.0% 1357 +39 New Q1 2026 May 07, 2026
Minot DeBlois Advisors LLC History Reduced 37 7 0.01% 0.01% 1349 -38 -50.67% Q1 2026 May 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 38 7 0.0% 1356 +38 New Q1 2026 Apr 13, 2026
Colonial Trust Advisors History Added to 40 7 0.0% 0.0% 1350 +22 122.22% Q1 2026 May 12, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 37 7 0.0% 0.0% 1348 +19 105.56% Q1 2026 Apr 16, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 77 7 0.0% 0.0% 1353 0 0.0% Q4 2025 Jan 20, 2026
New Millennium Group LLC History No change 78 7 0.0% 0.0% 1354 0 0.0% Q4 2025 Feb 06, 2026
Motiv8 Investments LLC History No change 80 7 0.0% 0.0% 1355 0 0.0% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History Reduced 35 6 0.0% 0.01% 1360 -572 -94.23% Q1 2026 May 15, 2026
Vermillion Wealth Management, Inc. History Reduced 34 6 0.0% 0.0% 1359 -34 -50.0% Q1 2026 Apr 17, 2026
McIlrath & Eck, LLC History Reduced 30 5 0.0% 0.0% 1362 -31 -50.82% Q1 2026 May 19, 2026
HighMark Wealth Management LLC History Reduced 29 5 0.0% 0.0% 1363 -30 -50.85% Q1 2026 May 05, 2026
St. Johns Investment Management Company, LLC History Reduced 29 5 0.0% 0.0% 1361 -29 -50.0% Q1 2026 Apr 28, 2026
Tidemark, LLC History Reduced 27 5 0.0% 0.0% 1364 -28 -50.91% Q1 2026 May 07, 2026
TOWER TRUST & INVESTMENT Co History Reduced 27 5 0.0% 0.0% 1365 -28 -50.91% Q1 2026 Apr 08, 2026
CVA Family Office, LLC History New 28 5 0.0% 1366 +28 New Q1 2026 Apr 29, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 24 4 0.0% 0.0% 1373 -25 -51.02% Q1 2026 May 12, 2026
Vision Retirement, LLC History Reduced 25 4 0.0% 0.0% 1376 -25 -50.0% Q1 2026 May 07, 2026
Winch Advisory Services, LLC History Reduced 21 4 0.0% 0.0% 1367 -23 -52.27% Q1 2026 Apr 30, 2026
Piscataqua Savings Bank History Reduced 22 4 0.0% 0.0% 1371 -23 -51.11% Q1 2026 Apr 10, 2026
Imprint Wealth LLC History Reduced 22 4 0.02% 0.02% 1372 -23 -51.11% Q1 2026 May 15, 2026
Legacy Wealth Managment, LLC/ID History Reduced 21 4 0.0% 0.0% 1374 -21 -50.0% Q1 2026 May 07, 2026
Cedar Mountain Advisors, LLC History Reduced 25 4 0.0% 0.0% 1370 -20 -44.44% Q1 2026 Apr 30, 2026
Dogwood Wealth Management LLC History Reduced 25 4 0.0% 0.0% 1375 -5 -16.67% Q1 2026 May 12, 2026
First Command Advisory Services, Inc. History Added to 25 4 0.0% 0.0% 1369 +4 19.05% Q1 2026 May 07, 2026
Ninepoint Partners LP History No change 46 4 0.0% 0.0% 1368 0 0.0% Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 22 3 0.0% 0.01% 1377 -123 -84.83% Q1 2026 May 11, 2026
Essential Partners LLC History Reduced 17 3 0.0% 0.0% 1384 -35 -67.31% Q1 2026 May 21, 2026
Hara Capital LLC History Reduced 20 3 0.0% 0.0% 1381 -20 -50.0% Q1 2026 May 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 20 3 0.0% 0.0% 1382 -20 -50.0% Q1 2026 Apr 27, 2026
BAYBAN History Reduced 20 3 0.0% 0.0% 1383 -20 -50.0% Q1 2026 Apr 24, 2026
BFSG, LLC History Reduced 18 3 0.0% 0.0% 1378 -18 -50.0% Q1 2026 Apr 28, 2026
Activest Wealth Management History Reduced 18 3 0.0% 0.0% 1380 -18 -50.0% Q1 2026 Apr 15, 2026
Decker Retirement Planning Inc. History New 18 3 0.0% 1385 +18 New Q1 2026 Apr 20, 2026
MidFirst Bank History New 17 3 0.0% 1386 +17 New Q1 2026 May 15, 2026
CoreFirst Bank & Trust History No change 40 3 0.0% 0.0% 1379 0 0.0% Q4 2025 Feb 11, 2026
Coston, McIsaac & Partners History Reduced 15 2 0.0% 0.0% 1388 -16 -51.61% Q1 2026 Apr 22, 2026
UNION SAVINGS BANK History Reduced 15 2 0.0% 0.0% 1390 -15 -50.0% Q1 2026 Apr 17, 2026
Richardson Capital Management LLC History New 15 2 0.0% 1391 +15 New Q1 2026 May 12, 2026
Inspire Investing, LLC History Reduced 14 2 0.0% 0.0% 1387 -14 -50.0% Q1 2026 Apr 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 14 2 0.0% 0.0% 1389 -14 -50.0% Q1 2026 Apr 14, 2026
Dunhill Financial, LLC History Reduced 8 1 0.0% 0.0% 1392 -78 -90.7% Q1 2026 May 06, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 6 1 0.0% 0.0% 1399 -66 -91.67% Q1 2026 May 14, 2026
Kilter Group LLC History Reduced 8 1 0.0% 0.0% 1396 -51 -86.44% Q1 2026 May 14, 2026
Gold Investment Management Ltd. History Reduced 10 1 0.0% 0.0% 1395 -10 -50.0% Q1 2026 Apr 22, 2026
CFG Wealth Management Services, Inc. History Reduced 10 1 0.0% 0.0% 1400 -10 -50.0% Q1 2026 May 07, 2026
Creative Capital Management Investments LLC History Reduced 7 1 0.0% 0.0% 1394 -8 -53.33% Q1 2026 Apr 21, 2026
Godfrey Financial Associates, Inc. History Reduced 6 1 0.0% 1397 -8 -57.14% Q1 2026 May 11, 2026
Benson Wealth Management INC History Reduced 8 1 0.0% 0.0% 1398 -8 -50.0% Q1 2026 May 12, 2026
Fortitude Family Office, LLC History Reduced 6 1 0.0% 0.0% 1393 -7 -53.85% Q1 2026 Apr 15, 2026
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 0.13% -6,621,662 -100.0% Q1 2026 May 07, 2026
FAYEZ SAROFIM & CO History Closed out 0 0 0.94% -4,258,640 -100.0% Q1 2026 May 15, 2026
HARRIS ASSOCIATES L P History Closed out 0 0 0.43% -3,729,731 -100.0% Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.51% -2,662,619 -100.0% Q1 2026 May 07, 2026
MANNING & NAPIER ADVISORS LLC History Closed out 0 0 1.85% -1,541,423 -100.0% Q1 2026 Apr 30, 2026
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.34% -1,421,698 -100.0% Q1 2026 May 11, 2026
Erste Asset Management GmbH History Closed out 0 0 0.75% -972,748 -100.0% Q1 2026 May 11, 2026
ProShare Advisors LLC History Closed out 0 0 0.15% -932,624 -100.0% Q1 2026 Apr 24, 2026
Hardman Johnston Global Advisors LLC History Closed out 0 0 2.4% -546,923 -100.0% Q1 2026 May 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.4% -528,106 -100.0% Q1 2026 Apr 16, 2026
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -486,246 -100.0% Q1 2026 May 15, 2026
Act Two Investors LLC History Closed out 0 0 5.82% -351,775 -100.0% Q1 2026 May 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.04% -332,638 -100.0% Q1 2026 Apr 08, 2026
PROFESSIONAL ADVISORY SERVICES INC History Closed out 0 0 3.64% -305,897 -100.0% Q1 2026 Apr 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.04% -297,943 -100.0% Q1 2026 May 15, 2026
NEOS Investment Management LLC History Closed out 0 0 0.13% -240,992 -100.0% Q1 2026 May 15, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 0.5% -238,008 -100.0% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Closed out 0 0 0.09% -221,669 -100.0% Q1 2026 May 13, 2026
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.69% -199,779 -100.0% Q1 2026 May 18, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.03% -156,498 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.11% -148,255 -100.0% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Closed out 0 0 1.21% -140,150 -100.0% Q1 2026 May 04, 2026
GF FUND MANAGEMENT CO. LTD. History Closed out 0 0 0.21% -134,597 -100.0% Q1 2026 Apr 15, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.04% -134,264 -100.0% Q1 2026 May 15, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Closed out 0 0 0.54% -129,364 -100.0% Q1 2026 May 11, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.33% -119,940 -100.0% Q1 2026 May 15, 2026
iA Global Asset Management Inc. History Closed out 0 0 0.14% -118,585 -100.0% Q1 2026 Apr 23, 2026
NOMURA HOLDINGS INC History Closed out 0 0 0.01% -109,796 -100.0% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Closed out 0 0 0.01% -101,828 -100.0% Q1 2026 Apr 30, 2026
FIRST MERCHANTS CORP History Closed out 0 0 0.33% -97,418 -100.0% Q1 2026 Apr 16, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.25% -94,065 -100.0% Q1 2026 May 15, 2026
Oliver Luxxe Assets LLC History Closed out 0 0 1.28% -91,468 -100.0% Q1 2026 Apr 08, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.03% -89,812 -100.0% Q1 2026 May 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Closed out 0 0 0.04% -84,104 -100.0% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Closed out 0 0 0.18% -81,898 -100.0% Q1 2026 May 04, 2026
NIXON PEABODY TRUST CO History Closed out 0 0 0.54% -77,593 -100.0% Q1 2026 Apr 27, 2026
Benson Investment Management Company, Inc. History Closed out 0 0 2.44% -76,087 -100.0% Q1 2026 Apr 13, 2026
Taproot Management LP History Closed out 0 0 1.04% -69,996 -100.0% Q1 2026 May 13, 2026
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 0.5% -68,841 -100.0% Q1 2026 Apr 27, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.12% -66,561 -100.0% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Closed out 0 0 0.09% -65,776 -100.0% Q1 2026 Apr 07, 2026
Timber Creek Capital Management LLC History Closed out 0 0 1.31% -61,415 -100.0% Q1 2026 Apr 28, 2026
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 0.23% -60,131 -100.0% Q1 2026 May 08, 2026
Asio Capital, LLC History Closed out 0 0 0.78% -59,803 -100.0% Q1 2026 Apr 15, 2026
MOTCO History Closed out 0 0 0.48% -57,872 -100.0% Q1 2026 Apr 22, 2026
FACTORY MUTUAL INSURANCE CO History Closed out 0 0 0.05% -57,852 -100.0% Q1 2026 May 05, 2026
Vise Technologies, Inc. History Closed out 0 0 0.1% -56,496 -100.0% Q1 2026 Apr 21, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.02% -54,060 -100.0% Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History Closed out 0 0 0.07% -53,829 -100.0% Q1 2026 May 11, 2026
Centiva Capital, LP History Closed out 0 0 0.04% -51,196 -100.0% Q1 2026 May 14, 2026
MORTON COMMUNITY BANK History Closed out 0 0 1.02% -50,977 -100.0% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Closed out 0 0 0.03% -49,922 -100.0% Q1 2026 Apr 27, 2026
Caprock Group, LLC History Closed out 0 0 0.09% -43,939 -100.0% Q1 2026 May 11, 2026
Composition Wealth, LLC History Closed out 0 0 0.06% -43,579 -100.0% Q1 2026 Apr 08, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -42,369 -100.0% Q1 2026 May 06, 2026
NATURAL INVESTMENTS, LLC History Closed out 0 0 0.95% -41,679 -100.0% Q1 2026 May 01, 2026
Louisiana State Employees Retirement System History Closed out 0 0 0.06% -39,000 -100.0% Q1 2026 Apr 20, 2026
EQUITABLE TRUST CO History Closed out 0 0 0.14% -34,910 -100.0% Q1 2026 Apr 30, 2026
CenterBook Partners LP History Closed out 0 0 0.16% -34,800 -100.0% Q1 2026 May 05, 2026
Aperture Investors, LLC History Closed out 0 0 0.35% -33,732 -100.0% Q1 2026 May 15, 2026
Old Port Advisors History Closed out 0 0 0.75% -33,190 -100.0% Q1 2026 Apr 06, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 0.01% -31,507 -100.0% Q1 2026 May 12, 2026
Bellevue Group AG History Closed out 0 0 0.05% -30,431 -100.0% Q1 2026 May 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History Closed out 0 0 0.0% -29,888 -100.0% Q1 2026 May 13, 2026
Element Squared LLC History Closed out 0 0 1.42% -28,452 -100.0% Q1 2026 Apr 23, 2026
Exome Asset Management LLC History Closed out 0 0 2.51% -28,362 -100.0% Q1 2026 May 15, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Closed out 0 0 0.31% -27,838 -100.0% Q1 2026 Apr 27, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.08% -27,594 -100.0% Q1 2026 May 15, 2026
GREENLEAF TRUST History Closed out 0 0 0.02% -25,769 -100.0% Q1 2026 Apr 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.01% -23,290 -100.0% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Closed out 0 0 0.02% -22,666 -100.0% Q1 2026 Apr 07, 2026
Karras Company, Inc. History Closed out 0 0 2.03% -22,645 -100.0% Q1 2026 Apr 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Closed out 0 0 0.09% -22,352 -100.0% Q1 2026 May 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.03% -21,658 -100.0% Q1 2026 Apr 29, 2026
Ameritas Investment Partners, Inc. History Closed out 0 0 0.06% -21,103 -100.0% Q1 2026 May 13, 2026
Florida Trust Wealth Management Co History Closed out 0 0 0.05% -20,784 -100.0% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -20,705 -100.0% Q1 2026 May 15, 2026
MEITAV INVESTMENT HOUSE LTD History Closed out 0 0 0.02% -20,040 -100.0% Q1 2026 Apr 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Closed out 0 0 0.0% -19,746 -100.0% Q1 2026 May 15, 2026
Norinchukin Bank, The History Closed out 0 0 0.02% -19,501 -100.0% Q1 2026 May 15, 2026
Texas Bank & Trust Co History Closed out 0 0 0.64% -19,067 -100.0% Q1 2026 Apr 30, 2026
REGIONS FINANCIAL CORP History Closed out 0 0 0.01% -18,981 -100.0% Q1 2026 May 05, 2026
BANK OF HAWAII History Closed out 0 0 0.09% -18,756 -100.0% Q1 2026 May 14, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.04% -18,512 -100.0% Q1 2026 Apr 08, 2026
Forum Financial Management, LP History Closed out 0 0 0.02% -18,504 -100.0% Q1 2026 Apr 23, 2026
TLWM History Closed out 0 0 0.31% -18,204 -100.0% Q1 2026 Apr 08, 2026
CSM Advisors, LLC History Closed out 0 0 0.05% -18,136 -100.0% Q1 2026 May 15, 2026
Cooper Financial Group History Closed out 0 0 0.15% -15,834 -100.0% Q1 2026 Apr 07, 2026
Voleon Capital Management LP History Closed out 0 0 0.03% -15,725 -100.0% Q1 2026 May 15, 2026
SECTORAL ASSET MANAGEMENT INC History Closed out 0 0 1.12% -15,232 -100.0% Q1 2026 May 15, 2026
UMB Bank, n.a. History Closed out 0 0 0.02% -15,047 -100.0% Q1 2026 May 11, 2026
Diameter Capital Partners LP History Closed out 0 0 0.13% -15,000 -100.0% Q1 2026 May 15, 2026
Cyndeo Wealth Partners, LLC History Closed out 0 0 0.07% -14,793 -100.0% Q1 2026 Apr 13, 2026
Ameritas Advisory Services, LLC History Closed out 0 0 0.05% -13,151 -100.0% Q1 2026 May 12, 2026
Montecito Bank & Trust History Closed out 0 0 0.19% -12,983 -100.0% Q1 2026 Apr 16, 2026
Hilltop National Bank History Closed out 0 0 0.27% -12,184 -100.0% Q1 2026 Apr 02, 2026
Versant Capital Management, Inc History Closed out 0 0 0.14% -11,981 -100.0% Q1 2026 Apr 06, 2026
Grove Bank & Trust History Closed out 0 0 0.12% -11,570 -100.0% Q1 2026 Apr 08, 2026
Canandaigua National Trust Co of Florida History Closed out 0 0 0.64% -11,093 -100.0% Q1 2026 Apr 08, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 0.04% -10,565 -100.0% Q1 2026 May 11, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 0.12% -10,359 -100.0% Q1 2026 Apr 07, 2026
USA FINANCIAL FORMULAS History Closed out 0 0 0.17% -10,063 -100.0% Q1 2026 Apr 14, 2026
Texas Yale Capital Corp. History Closed out 0 0 0.03% -9,800 -100.0% Q1 2026 May 04, 2026
Community Bank & Trust, Waco, Texas History Closed out 0 0 0.18% -9,474 -100.0% Q1 2026 Apr 17, 2026
Entropy Technologies, LP History Closed out 0 0 0.05% -9,439 -100.0% Q1 2026 May 14, 2026
ICICI Prudential Asset Management Co Ltd History Closed out 0 0 0.1% -9,368 -100.0% Q1 2026 May 11, 2026
Lineweaver Wealth Advisors, LLC History Closed out 0 0 0.12% -9,297 -100.0% Q1 2026 Apr 08, 2026
ADAR1 Capital Management, LLC History Closed out 0 0 0.06% -9,000 -100.0% Q1 2026 May 15, 2026
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.21% -8,921 -100.0% Q1 2026 May 01, 2026
Heritage Wealth Management, Inc. History Closed out 0 0 0.23% -8,830 -100.0% Q1 2026 Apr 20, 2026
QP WEALTH MANAGEMENT, LLC History Closed out 0 0 0.71% -8,816 -100.0% Q1 2026 Apr 22, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -8,390 -100.0% Q1 2026 May 14, 2026
Crumly & Associates Inc. History Closed out 0 0 0.16% -8,111 -100.0% Q1 2026 Apr 02, 2026
Confluence Wealth Services, Inc. History Closed out 0 0 0.03% -7,982 -100.0% Q1 2026 May 07, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.04% -7,905 -100.0% Q1 2026 May 20, 2026
Atlatl Advisers LLC History Closed out 0 0 0.28% -7,830 -100.0% Q1 2026 May 07, 2026
180 WEALTH ADVISORS, LLC History Closed out 0 0 0.08% -7,816 -100.0% Q1 2026 May 01, 2026
Miller Global Investments, LLC History Closed out 0 0 0.64% -7,716 -100.0% Q1 2026 Apr 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -7,600 -100.0% Q1 2026 May 15, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 0.07% -7,521 -100.0% Q1 2026 Apr 15, 2026
Chung Wu Investment Group, LLC History Closed out 0 0 0.52% -6,950 -100.0% Q1 2026 May 12, 2026
Banco de Sabadell, S.A History Closed out 0 0 0.4% -6,773 -100.0% Q1 2026 May 08, 2026
Gryphon Financial Partners LLC History Closed out 0 0 0.06% -6,612 -100.0% Q1 2026 May 06, 2026
Spire Wealth Management History Closed out 0 0 0.02% -6,556 -100.0% Q1 2026 Apr 22, 2026
AlTi Global, Inc. History Closed out 0 0 0.01% -6,467 -100.0% Q1 2026 May 07, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 0.47% -5,770 -100.0% Q1 2026 Apr 21, 2026
Beverly Hills Private Wealth, LLC History Closed out 0 0 0.09% -5,562 -100.0% Q1 2026 May 01, 2026
WINTON GROUP Ltd History Closed out 0 0 0.02% -5,500 -100.0% Q1 2026 May 12, 2026
MOODY NATIONAL BANK TRUST DIVISION History Closed out 0 0 0.05% -5,425 -100.0% Q1 2026 Apr 09, 2026
Archford Capital Strategies, LLC History Closed out 0 0 0.06% -5,410 -100.0% Q1 2026 Apr 15, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -5,234 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -5,177 -100.0% Q1 2026 May 15, 2026
Institute for Wealth Management, LLC. History Closed out 0 0 0.05% -5,171 -100.0% Q1 2026 May 13, 2026
NOESIS CAPITAL MANGEMENT CORP History Closed out 0 0 0.07% -5,034 -100.0% Q1 2026 May 05, 2026
McKinley Carter Wealth Services, Inc. History Closed out 0 0 0.03% -4,911 -100.0% Q1 2026 Apr 20, 2026
Sage Mountain Advisors LLC History Closed out 0 0 0.02% -4,901 -100.0% Q1 2026 May 11, 2026
GDS Wealth Management History Closed out 0 0 0.03% -4,788 -100.0% Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 1 0 0.11% -4,773 -99.98% Q1 2026 May 11, 2026
Cetera Trust Company, N.A History Closed out 0 0 0.23% -4,745 -100.0% Q1 2026 May 08, 2026
FRG Family Wealth Advisors LLC History Closed out 0 0 0.06% -4,557 -100.0% Q1 2026 Apr 24, 2026
BankChampaign, National Association History Closed out 0 0 0.41% -4,534 -100.0% Q1 2026 May 21, 2026
Thrive Wealth Management, LLC History Closed out 0 0 0.06% -4,493 -100.0% Q1 2026 Apr 09, 2026
LifeGuide Financial Advisors, LLC History Closed out 0 0 0.13% -4,436 -100.0% Q1 2026 Apr 08, 2026
PRIVATE TRUST CO NA History Closed out 0 0 0.04% -4,407 -100.0% Q1 2026 Apr 30, 2026
CORA CAPITAL ADVISORS LLC History Closed out 0 0 0.16% -4,370 -100.0% Q1 2026 Apr 17, 2026
HOWARD FINANCIAL SERVICES, LTD. History Closed out 0 0 0.05% -4,240 -100.0% Q1 2026 Apr 07, 2026
First Financial Bank - Trust Division History Closed out 0 0 0.03% -4,235 -100.0% Q1 2026 Apr 01, 2026
Horizon Family Wealth, Inc. History Closed out 0 0 0.21% -4,230 -100.0% Q1 2026 May 08, 2026
55 North Private Wealth, LLC History Closed out 0 0 0.1% -4,210 -100.0% Q1 2026 Apr 17, 2026
ICW Investment Advisors LLC History Closed out 0 0 0.13% -4,000 -100.0% Q1 2026 May 11, 2026
First Western Trust Bank History Closed out 0 0 0.02% -3,993 -100.0% Q1 2026 May 12, 2026
ING GROEP NV History Closed out 0 0 0.0% -3,949 -100.0% Q1 2026 May 11, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.07% -3,893 -100.0% Q1 2026 Apr 23, 2026
Hartford Financial Management Inc. History Closed out 0 0 0.09% -3,834 -100.0% Q1 2026 Apr 15, 2026
Veery Capital, LLC History Closed out 0 0 0.11% -3,770 -100.0% Q1 2026 Apr 09, 2026
Carr Financial Group Corp History Closed out 0 0 0.09% -3,762 -100.0% Q1 2026 May 12, 2026
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,743 -100.0% Q1 2026 May 04, 2026
Norway Savings Bank History Closed out 0 0 0.16% -3,712 -100.0% Q1 2026 Apr 20, 2026
Hudock, Inc. History Closed out 0 0 0.05% -3,682 -100.0% Q1 2026 May 13, 2026
Veracity Capital LLC History Closed out 0 0 0.09% -3,503 -100.0% Q1 2026 Apr 09, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.07% -3,422 -100.0% Q1 2026 May 13, 2026
Kestra Investment Management, LLC History Closed out 0 0 0.01% -3,391 -100.0% Q1 2026 May 11, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.03% -3,304 -100.0% Q1 2026 Apr 23, 2026
Legacy Wealth Management, LLC / MS History Closed out 0 0 0.08% -3,246 -100.0% Q1 2026 Apr 10, 2026
Trek Financial, LLC History Closed out 0 0 0.02% -3,240 -100.0% Q1 2026 May 13, 2026
Rosenberg Matthew Hamilton History Closed out 0 0 0.06% -3,214 -100.0% Q1 2026 Apr 06, 2026
Gilman Hill Asset Management, LLC History Closed out 0 0 0.05% -3,158 -100.0% Q1 2026 Apr 08, 2026
London & Capital Asset Management Ltd History Closed out 0 0 0.0% -3,148 -100.0% Q1 2026 May 15, 2026
Trivium Point Advisory, LLC History Closed out 0 0 0.03% -3,138 -100.0% Q1 2026 Apr 21, 2026
Strategies Wealth Advisors, LLC History Closed out 0 0 0.03% -3,101 -100.0% Q1 2026 May 15, 2026
Foster Group, Inc. History Closed out 0 0 0.01% -3,072 -100.0% Q1 2026 Apr 13, 2026
NorthCoast Asset Management LLC History Closed out 0 0 0.01% -3,047 -100.0% Q1 2026 May 13, 2026
Capital Investment Advisors, LLC History Closed out 0 0 0.0% -3,022 -100.0% Q1 2026 Apr 17, 2026
StoneX Group Inc. History Closed out 0 0 0.01% -3,012 -100.0% Q1 2026 May 14, 2026
ROBERTS GLORE & CO INC /IL/ History Closed out 0 0 0.07% -2,888 -100.0% Q1 2026 May 04, 2026
Granite Group Advisors, LLC History Closed out 0 0 0.15% -2,861 -100.0% Q1 2026 Apr 14, 2026
A4 Wealth Advisors LLC History Closed out 0 0 0.23% -2,859 -100.0% Q1 2026 May 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Closed out 0 0 0.07% -2,835 -100.0% Q1 2026 May 14, 2026
Sageworth Trust Co History Closed out 0 0 0.01% -2,751 -100.0% Q1 2026 Apr 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Closed out 0 0 0.06% -2,714 -100.0% Q1 2026 Apr 15, 2026
Chicago Capital, LLC History Closed out 0 0 0.01% -2,693 -100.0% Q1 2026 Apr 23, 2026
1ST SOURCE BANK History Closed out 0 0 0.01% -2,622 -100.0% Q1 2026 May 04, 2026
Banco BTG Pactual S.A. History Closed out 0 0 0.04% -2,608 -100.0% Q1 2026 May 12, 2026
Lantz Financial LLC History Closed out 0 0 0.05% -2,550 -100.0% Q1 2026 Apr 09, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.02% -2,519 -100.0% Q1 2026 Apr 09, 2026
Hilltop Holdings Inc. History Closed out 0 0 0.01% -2,488 -100.0% Q1 2026 May 14, 2026
Investors Research Corp History Closed out 0 0 0.04% -2,480 -100.0% Q1 2026 Apr 03, 2026
FMB WEALTH MANAGEMENT History Closed out 0 0 0.09% -2,477 -100.0% Q1 2026 Apr 15, 2026
Stillwater Capital Advisors, LLC History Closed out 0 0 0.02% -2,446 -100.0% Q1 2026 Apr 10, 2026
WILLNER & HELLER, LLC History Closed out 0 0 0.16% -2,435 -100.0% Q1 2026 Apr 17, 2026
CAMDEN NATIONAL BANK History Closed out 0 0 0.03% -2,431 -100.0% Q1 2026 May 04, 2026
Wealth Alliance Advisory Group, LLC History Closed out 0 0 0.04% -2,400 -100.0% Q1 2026 Apr 09, 2026
Ducere Wealth Management LLC History Closed out 0 0 0.08% -2,379 -100.0% Q1 2026 May 11, 2026
Kapstone Financial Advisors LLC History Closed out 0 0 0.11% -2,368 -100.0% Q1 2026 Apr 22, 2026
CURA WEALTH ADVISORS, LLC History Closed out 0 0 0.08% -2,352 -100.0% Q1 2026 May 08, 2026
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.03% -2,345 -100.0% Q1 2026 May 13, 2026
Gladstone Institutional Advisory LLC History Closed out 0 0 0.01% -2,343 -100.0% Q1 2026 May 14, 2026
IVC Wealth Advisors LLC History Closed out 0 0 0.09% -2,343 -100.0% Q1 2026 Apr 16, 2026
Knights of Columbus Asset Advisors LLC History Closed out 0 0 0.01% -2,282 -100.0% Q1 2026 May 11, 2026
D.B. Root & Company, LLC History Closed out 0 0 0.05% -2,264 -100.0% Q1 2026 May 12, 2026
Ledyard National Bank History Closed out 0 0 0.02% -2,245 -100.0% Q1 2026 Apr 24, 2026
STEINBERGANNA WEALTH MANAGEMENT History Closed out 0 0 0.09% -2,200 -100.0% Q1 2026 Apr 15, 2026
VERUS CAPITAL PARTNERS, LLC History Closed out 0 0 0.01% -2,196 -100.0% Q1 2026 May 21, 2026
Braun-Bostich & Associates Inc. History Closed out 0 0 0.12% -2,191 -100.0% Q1 2026 Apr 15, 2026
TrinityBridge Ltd History Closed out 0 0 0.0% -2,050 -100.0% Q1 2026 May 12, 2026
LFA - Lugano Financial Advisors SA History Closed out 0 0 0.09% -1,900 -100.0% Q1 2026 May 05, 2026
ALERUS FINANCIAL NA History Closed out 0 0 0.01% -1,817 -100.0% Q1 2026 May 12, 2026
Princeton Global Asset Management LLC History Closed out 0 0 0.02% -1,657 -100.0% Q1 2026 Apr 22, 2026
Independence Bank of Kentucky History Closed out 0 0 0.02% -1,560 -100.0% Q1 2026 Apr 30, 2026
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 0.06% -1,490 -100.0% Q1 2026 Apr 07, 2026
Hills Bank & Trust Co History Closed out 0 0 0.01% -1,449 -100.0% Q1 2026 May 01, 2026
Rakuten Securities, Inc. History Closed out 0 0 0.04% -1,420 -100.0% Q1 2026 May 01, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 0.03% -1,200 -100.0% Q1 2026 May 12, 2026
Pinnacle Bancorp, Inc. History Closed out 0 0 0.03% -1,192 -100.0% Q1 2026 Apr 22, 2026
HHM Wealth Advisors, LLC History Closed out 0 0 0.01% -1,164 -100.0% Q1 2026 Apr 17, 2026
EASTERN BANK History Closed out 0 0 0.0% -1,115 -100.0% Q1 2026 Apr 07, 2026
WEBSTER BANK, N. A. History Closed out 0 0 0.01% -1,062 -100.0% Q1 2026 Apr 17, 2026
Inlight Wealth Management, LLC History Closed out 0 0 0.03% -1,000 -100.0% Q1 2026 May 04, 2026
Hilton Head Capital Partners, LLC History Closed out 0 0 0.05% -999 -100.0% Q1 2026 Apr 20, 2026
Frazier Financial Advisors, LLC History Closed out 0 0 0.05% -931 -100.0% Q1 2026 May 05, 2026
MTM Investment Management, LLC History Closed out 0 0 0.02% -849 -100.0% Q1 2026 May 06, 2026
Leonteq Securities AG History Closed out 0 0 0.0% -836 -100.0% Q1 2026 Apr 27, 2026
Banque Cantonale Vaudoise History Closed out 0 0 0.0% -766 -100.0% Q1 2026 Apr 20, 2026
CoreCap Advisors, LLC History Closed out 0 0 0.0% -724 -100.0% Q1 2026 Apr 07, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -694 -100.0% Q1 2026 May 15, 2026
Indiana Trust & Investment Management Co History Closed out 0 0 0.02% -681 -100.0% Q1 2026 Apr 28, 2026
Concord Wealth Partners History Closed out 0 0 0.01% -671 -100.0% Q1 2026 May 01, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -583 -100.0% Q1 2026 May 06, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -560 -100.0% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 0.01% -548 -100.0% Q1 2026 Apr 06, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.01% -447 -100.0% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Closed out 0 0 0.0% -411 -100.0% Q1 2026 May 13, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -375 -100.0% Q1 2026 May 12, 2026
Titan Wealth (CI) Ltd History Closed out 0 0 0.01% -360 -100.0% Q1 2026 May 15, 2026
Park Place Capital Corp History Closed out 0 0 0.01% -352 -100.0% Q1 2026 Apr 09, 2026
YANKCOM Partnership History Closed out 0 0 0.01% -342 -100.0% Q1 2026 Apr 20, 2026
Eagle Bay Advisors LLC History Closed out 0 0 0.02% -328 -100.0% Q1 2026 Apr 24, 2026
Roble, Belko & Company, Inc History Closed out 0 0 0.0% -314 -100.0% Q1 2026 Apr 16, 2026
NBT BANK N A /NY History Closed out 0 0 0.0% -313 -100.0% Q1 2026 Apr 28, 2026
Bangor Savings Bank History Closed out 0 0 0.0% -304 -100.0% Q1 2026 Apr 01, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 07, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 0.0% -279 -100.0% Q1 2026 May 15, 2026
Nemes Rush Group LLC History Closed out 0 0 0.0% -270 -100.0% Q1 2026 Apr 21, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 0.02% -262 -100.0% Q1 2026 Apr 07, 2026
Riverview Trust Co History Closed out 0 0 0.03% -260 -100.0% Q1 2026 May 01, 2026
Basepoint Wealth LLC History Closed out 0 0 0.01% -251 -100.0% Q1 2026 May 07, 2026
Global Wealth Strategies & Associates History Closed out 0 0 0.01% -250 -100.0% Q1 2026 Apr 03, 2026
Westend Capital Management, LLC History Closed out 0 0 0.01% -234 -100.0% Q1 2026 Apr 14, 2026
Beaird Harris Wealth Management, LLC History Closed out 0 0 0.0% -233 -100.0% Q1 2026 May 14, 2026
SOA Wealth Advisors, LLC. History Closed out 0 0 0.0% -232 -100.0% Q1 2026 May 20, 2026
OLD SECOND NATIONAL BANK OF AURORA History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 21, 2026
Prestige Wealth Management Group LLC History Closed out 0 0 0.0% -176 -100.0% Q1 2026 May 13, 2026
Navigoe, LLC History Closed out 0 0 0.01% -165 -100.0% Q1 2026 May 01, 2026
Catalyst Capital Advisors LLC History Closed out 0 0 0.0% -163 -100.0% Q1 2026 May 06, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 0.01% -161 -100.0% Q1 2026 Apr 02, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 0.01% -158 -100.0% Q1 2026 May 14, 2026
United Financial Planning Group LLC History Closed out 0 0 0.01% -127 -100.0% Q1 2026 May 08, 2026
Fairman Group, LLC History Closed out 0 0 0.01% -124 -100.0% Q1 2026 Apr 23, 2026
SJS Investment Consulting Inc. History Reduced 4 0 0.0% -121 -96.8% Q1 2026 Apr 23, 2026
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -117 -100.0% Q1 2026 May 08, 2026
Bare Financial Services, Inc History Closed out 0 0 0.0% -117 -100.0% Q1 2026 May 14, 2026
Bank of Jackson Hole Trust History Closed out 0 0 0.0% -111 -100.0% Q1 2026 May 12, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -106 -100.0% Q1 2026 May 15, 2026
Kentucky Trust Co History Closed out 0 0 0.0% -106 -100.0% Q1 2026 Apr 17, 2026
Reyes Financial Architecture, Inc. History Closed out 0 0 0.01% -101 -100.0% Q1 2026 May 11, 2026
West Branch Capital LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 Apr 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -100 -100.0% Q1 2026 Apr 24, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.0% -94 -100.0% Q1 2026 May 11, 2026
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -90 -100.0% Q1 2026 Apr 06, 2026
Olistico Wealth, LLC History Closed out 0 0 0.0% -90 -100.0% Q1 2026 Apr 08, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -88 -100.0% Q1 2026 May 04, 2026
Global Trust Asset Management, LLC History Closed out 0 0 0.0% -78 -100.0% Q1 2026 Apr 23, 2026
BURKETT FINANCIAL SERVICES, LLC History Closed out 0 0 0.0% -74 -100.0% Q1 2026 Apr 01, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.01% -72 -100.0% Q1 2026 May 14, 2026
PEOPLES FINANCIAL SERVICES CORP. History Closed out 0 0 0.0% -62 -100.0% Q1 2026 Apr 20, 2026
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -61 -100.0% Q1 2026 May 07, 2026
Bravera Wealth History Closed out 0 0 0.0% -59 -100.0% Q1 2026 Apr 22, 2026
EQ WEALTH ADVISORS, LLC History Closed out 0 0 0.0% -56 -100.0% Q1 2026 May 01, 2026
HFM Investment Advisors, LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 01, 2026
Millstone Evans Group, LLC History Closed out 0 0 0.0% -42 -100.0% Q1 2026 Apr 30, 2026
Strategic Wealth Advisors LLC History Closed out 0 0 0.0% -35 -100.0% Q1 2026 May 01, 2026
Signature Resources Capital Management, LLC History Closed out 0 0 0.0% -26 -100.0% Q1 2026 May 01, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -21 -100.0% Q1 2026 May 01, 2026
Ares Financial Consulting, LLC History Closed out 0 0 0.0% -20 -100.0% Q1 2026 Apr 02, 2026
Solstein Capital, LLC History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 14, 2026
Caitlin John, LLC History Closed out 0 0 0.0% -12 -100.0% Q1 2026 May 13, 2026
Networth Advisors, LLC History Closed out 0 0 -6 -100.0% Q1 2026 Apr 22, 2026
Trust Co History Reduced 5 0 -5 -50.0% Q1 2026 Apr 13, 2026
Sunrise Financial Services, LLC History Reduced 4 0 -4 -50.0% Q1 2026 Apr 29, 2026
Nvest Wealth Strategies, Inc. History New 4 0 +4 New Q1 2026 Apr 13, 2026
Hamrick Investment Counsel, llc History Closed out 0 0 -3 -100.0% Q1 2026 May 11, 2026
Financial Life Planners History New 2 0 +2 New Q1 2026 Apr 24, 2026
LAM GROUP, INC. History New 1 0 +1 New Q1 2026 Apr 22, 2026
Bear Mountain Capital, Inc. History Closed out 0 0 -1 -100.0% Q1 2026 May 12, 2026