BlackRock ETF Trust II - BINC

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
ENVESTNET ASSET MANAGEMENT INC History Reduced 27,333,773 1,418,821 0.38% 0.43% 1 -168,982 -0.61% Q1 2026 May 04, 2026
BlackRock, Inc. History Added to 24,707,903 1,274,742 0.02% 0.01% 2 +9,618,612 63.74% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 15,798,089 820,350 0.22% 0.22% 3 +187,627 1.2% Q1 2026 May 06, 2026
JPMORGAN CHASE & CO History Added to 13,867,439 717,603 0.05% 0.04% 4 +1,522,966 12.34% Q1 2026 May 13, 2026
Dynasty Wealth Management, LLC History Added to 12,025,663 624,492 5.44% 4.66% 5 +3,032,945 33.73% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,021,472 623,428 0.05% 0.04% 6 +1,635,830 15.75% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 9,888,710 513,511 0.03% 0.03% 7 +574,327 6.17% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,969,779 465,264 0.27% 0.24% 8 +491,427 5.8% Q1 2026 May 08, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,069,355 420,594 0.1% 0.1% 9 -61,868 -0.76% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 5,847,098 303,639 0.06% 0.05% 10 +911,315 18.46% Q1 2026 May 11, 2026
GOLDMAN SACHS GROUP INC History Added to 5,650,823 293,447 0.03% 0.0% 11 +5,642,641 68964.08% Q1 2026 May 15, 2026
Quotient Wealth Partners, LLC History Added to 5,551,033 288,265 7.59% 5.15% 12 +1,880,959 51.25% Q1 2026 Apr 16, 2026
Sequoia Financial Advisors, LLC History Added to 5,443,735 282,693 1.58% 1.38% 13 +757,597 16.17% Q1 2026 Apr 30, 2026
UBS Group AG History Added to 4,988,151 258,988 0.04% 0.04% 14 +562,376 12.71% Q1 2026 May 05, 2026
Cetera Investment Advisers History Added to 4,878,275 253,233 0.27% 0.26% 15 +336,216 7.4% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History New 3,151,161 163,106 0.02% — 16 +3,151,161 New Q1 2026 May 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,862,506 148,649 2.71% 2.75% 17 -3,683 -0.13% Q1 2026 May 07, 2026
OpenArc Corporate Advisory, LLC History Added to 2,713,762 140,925 2.02% 2.02% 18 +393,712 16.97% Q1 2026 May 11, 2026
MML INVESTORS SERVICES, LLC History Reduced 2,674,578 138,882 0.39% 0.37% 19 -186,947 -6.53% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Added to 2,638,129 136,999 0.02% 0.02% 20 +246,203 10.29% Q1 2026 May 15, 2026
Wharton Business Group, LLC History Added to 2,592,485 134,627 5.09% 4.65% 21 +273,190 11.78% Q1 2026 May 07, 2026
Merit Financial Group, LLC History Added to 2,374,421 123,303 0.92% 0.94% 22 +155,568 7.01% Q1 2026 Apr 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,323,420 120,655 0.67% 0.51% 23 -411,519 -15.05% Q1 2026 Apr 29, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 2,123,686 110,283 1.62% — 24 +2,123,686 New Q1 2026 Apr 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,885,079 97,881 0.03% 0.03% 25 +311,140 19.77% Q1 2026 May 14, 2026
Kestra Investment Management, LLC History Added to 1,836,270 95,357 1.64% 1.62% 26 +583,999 46.64% Q1 2026 May 11, 2026
CWM, LLC History Reduced 1,799,492 93,447 0.25% 0.28% 27 -176,740 -8.94% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,660,530 86,231 0.12% 0.12% 28 -15,096 -0.9% Q1 2026 Apr 27, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,623,636 84,315 0.66% 0.8% 29 -161,903 -9.07% Q1 2026 Apr 07, 2026
Pinnacle Financial Partners, Inc. History Added to 1,534,057 79,663 0.61% 0.58% 30 +80,321 5.53% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 1,506,099 78,230 0.11% 0.1% 31 +189,328 14.38% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,501,080 77,515 0.04% 0.03% 32 +479,338 46.91% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,485,416 77,137 0.05% 0.04% 33 +281,291 23.36% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,531,183 76,296 0.13% 0.0% 34 +1,520,679 14477.14% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Reduced 1,396,637 72,527 0.71% 0.73% 35 -14,421 -1.02% Q1 2026 May 08, 2026
Lanham O'Dell & Company, Inc. History No change 1,337,104 70,558 20.31% 20.31% 36 0 0.0% Q4 2025 Jan 12, 2026
Integrated Wealth Concepts LLC History Added to 1,357,611 70,500 0.56% 0.69% 37 +256,891 23.34% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Reduced 1,357,562 70,498 0.17% 0.19% 38 -222,097 -14.06% Q1 2026 Apr 22, 2026
MAI Capital Management History Added to 1,344,435 69,816 0.39% 0.0% 39 +1,340,841 37307.76% Q1 2026 May 15, 2026
Clearwater Capital Advisors, LLC History Added to 1,304,331 67,733 5.47% 4.84% 40 +205,235 18.67% Q1 2026 May 13, 2026
Americana Partners, LLC History Reduced 1,300,946 67,558 1.75% 3.08% 41 -823,562 -38.76% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 1,221,559 63,435 0.01% 0.01% 42 -260,891 -17.6% Q1 2026 May 05, 2026
MCF Advisors LLC History Added to 1,197,568 62,189 2.73% 3.27% 43 +77,813 6.95% Q1 2026 May 11, 2026
Falcon Wealth Planning History Added to 1,194,330 62,021 4.23% 4.7% 44 +136,561 12.91% Q1 2026 Apr 20, 2026
Pacific Sage Partners, LLC History Added to 1,173,146 60,921 9.58% 8.92% 45 +105,895 9.92% Q1 2026 Apr 21, 2026
HighTower Advisors, LLC History Reduced 1,104,122 57,337 0.06% 0.07% 46 -28,213 -2.49% Q1 2026 May 05, 2026
FMR LLC History Added to 1,036,342 53,817 0.0% 0.0% 47 +1,035,659 151633.82% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 977,824 50,770 0.05% 0.05% 48 -16,524 -1.66% Q1 2026 May 12, 2026
Equitable Holdings, Inc. History Added to 957,015 50,499 0.33% 0.31% 49 +108,896 12.84% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Added to 928,138 48,198 1.15% 1.13% 50 +103,843 12.6% Q1 2026 May 15, 2026
Advisor OS, LLC History New 898,345 46,651 3.38% — 51 +898,345 New Q1 2026 May 07, 2026
MJP ASSOCIATES INC /ADV History New 893,495 46,399 5.63% — 52 +893,495 New Q1 2026 May 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 884,009 45,898 0.28% 0.32% 53 -111,466 -11.2% Q1 2026 May 15, 2026
Arete Wealth Advisors, LLC History Added to 880,911 45,767 3.43% 2.01% 54 +254,991 40.74% Q1 2026 May 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 862,583 44,780 0.09% 0.08% 55 +8,061 0.94% Q1 2026 May 01, 2026
Madison Wealth Partners, Inc History Added to 861,802 44,753 7.14% 7.81% 56 +50,275 6.2% Q1 2026 Apr 30, 2026
MGO ONE SEVEN LLC History Reduced 798,569 41,469 0.83% 0.89% 57 -30,674 -3.7% Q1 2026 May 14, 2026
Permanens Capital L.P. History New 822,353 40,964 5.28% — 58 +822,353 New Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 774,495 40,219 0.51% 0.33% 59 +350,908 82.84% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 774,015 40,159 0.05% 0.06% 60 -57,712 -6.94% Q1 2026 Apr 27, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 746,729 38,777 10.63% 9.67% 61 +80,178 12.03% Q1 2026 May 11, 2026
Prime Capital Investment Advisors, LLC History Added to 743,242 38,596 0.45% 0.01% 62 +723,248 3617.33% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 693,123 35,993 1.02% 0.22% 63 +550,333 385.41% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 681,950 34,949 0.05% 0.03% 64 +256,606 60.33% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 660,637 34,306 0.74% 0.77% 65 +3,225 0.49% Q1 2026 May 14, 2026
Composition Wealth, LLC History Added to 645,623 33,527 0.46% 0.45% 66 +47,729 7.98% Q1 2026 Apr 08, 2026
Parallel Advisors, LLC History Added to 642,004 33,339 0.6% 0.57% 67 +49,130 8.29% Q1 2026 May 07, 2026
Stratos Wealth Partners, LTD. History Reduced 641,392 33,307 0.38% 0.4% 68 -27,651 -4.13% Q1 2026 Apr 28, 2026
Betterment LLC History Added to 603,679 31,349 0.06% 0.06% 69 +42,155 7.51% Q1 2026 May 14, 2026
Grantvest Financial Group LLC History Added to 597,500 31,028 20.08% 19.97% 70 +6,834 1.16% Q1 2026 May 11, 2026
CGN Advisors LLC History Added to 597,421 31,024 2.45% 2.46% 71 +8,636 1.47% Q1 2026 Apr 13, 2026
Valmark Advisers, Inc. History Added to 586,763 30,470 0.36% 0.07% 72 +476,028 429.88% Q1 2026 May 01, 2026
ASSETMARK, INC History Added to 577,321 29,980 0.06% 0.05% 73 +138,610 31.59% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Added to 565,454 29,364 0.11% 0.12% 74 +12,325 2.23% Q1 2026 Apr 30, 2026
Johnson Bixby & Associates, LLC History Added to 555,500 28,847 3.58% 3.31% 75 +49,538 9.79% Q1 2026 Apr 16, 2026
Strong Tower Advisory Services History Added to 551,018 28,614 5.38% 4.73% 76 +50,862 10.17% Q1 2026 Apr 16, 2026
Cambridge Investment Research Advisors, Inc. History Added to 532,915 27,674 0.07% 0.06% 77 +81,669 18.1% Q1 2026 Apr 30, 2026
Lineweaver Wealth Advisors, LLC History Added to 517,003 26,847 3.62% 3.48% 78 +29,157 5.98% Q1 2026 Apr 08, 2026
Legacy Financial Group LLC History Reduced 516,483 26,820 3.37% 3.47% 79 -14,767 -2.78% Q1 2026 May 04, 2026
Vestmark Advisory Solutions, Inc. History Added to 515,815 26,786 0.3% 0.13% 80 +336,588 187.8% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 515,036 26,745 0.13% 0.11% 81 +58,153 12.73% Q1 2026 Apr 24, 2026
FIFTH THIRD BANCORP History Added to 504,365 26,170 0.05% 0.06% 82 +163,687 48.05% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Added to 486,278 25,252 0.04% 0.03% 83 +145,000 42.49% Q1 2026 May 14, 2026
Compound Planning, Inc. History Reduced 483,516 25,108 0.77% 0.9% 84 -95,406 -16.48% Q1 2026 May 14, 2026
55 North Private Wealth, LLC History Added to 481,586 25,008 6.4% 6.45% 85 +17,466 3.76% Q1 2026 Apr 17, 2026
Frisch Financial Group, Inc. History Added to 477,623 24,802 5.18% 5.54% 86 +8,967 1.91% Q1 2026 May 05, 2026
IHT Wealth Management, LLC History Added to 473,110 24,508 0.57% 0.54% 87 +55,663 13.33% Q1 2026 May 15, 2026
Belpointe Asset Management LLC History Reduced 468,472 24,327 0.89% 1.0% 88 -55,274 -10.55% Q1 2026 Apr 28, 2026
Pallas Capital Advisors LLC History Reduced 465,796 24,188 0.91% 0.88% 89 -41,267 -8.14% Q1 2026 Apr 21, 2026
NorthCoast Asset Management LLC History Added to 446,029 23,162 0.54% 0.5% 90 +14,929 3.46% Q1 2026 May 13, 2026
Vantage Financial Partners, LLC History No change 431,370 22,763 4.62% 4.62% 91 0 0.0% Q4 2025 Feb 03, 2026
Vivid Wealth Management, LLC History Added to 437,676 22,728 9.2% 8.95% 92 +1,137 0.26% Q1 2026 Apr 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 433,294 22,440 0.0% — 93 +433,294 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 411,048 21,345 0.02% 0.02% 94 +38,280 10.27% Q1 2026 May 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 405,976 21,082 0.26% 0.56% 95 -403,796 -49.87% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Added to 402,307 20,855 0.2% 0.18% 96 +80,579 25.05% Q1 2026 Apr 07, 2026
Faithward Advisors, LLC History Added to 392,844 20,400 2.91% 2.66% 97 +49,190 14.31% Q1 2026 Apr 17, 2026
Waverly Advisors, LLC History Added to 388,399 20,169 0.15% 0.14% 98 +67,814 21.15% Q1 2026 May 15, 2026
AE Wealth Management LLC History Added to 387,092 20,101 0.11% 0.12% 99 +5,398 1.41% Q1 2026 May 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History New 380,357 19,751 2.47% — 100 +380,357 New Q1 2026 Apr 16, 2026
CreativeOne Wealth, LLC History Reduced 372,944 19,366 0.45% 0.52% 101 -34,680 -8.51% Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History New 362,397 18,819 0.79% — 102 +362,397 New Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History New 361,106 18,628 0.0% — 103 +361,106 New Q1 2026 May 15, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 358,530 18,618 5.33% 4.98% 104 +13,423 3.89% Q1 2026 Apr 28, 2026
Baird Financial Group, Inc. History Added to 354,243 18,395 0.03% 0.03% 105 +41,662 13.33% Q1 2026 May 14, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History New 347,058 18,022 4.91% — 106 +347,058 New Q1 2026 May 01, 2026
MCMORGAN & CO LLC History Added to 345,019 17,916 2.9% 2.96% 107 +6,360 1.88% Q1 2026 May 05, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 344,670 17,898 2.38% 2.25% 108 +71,164 26.02% Q1 2026 Apr 08, 2026
Ullmann Wealth Partners Group, LLC History Added to 344,220 17,875 1.86% 1.59% 109 +57,159 19.91% Q1 2026 Apr 13, 2026
NorthRock Partners, LLC History Added to 344,179 17,873 0.29% 0.3% 110 +5,782 1.71% Q1 2026 May 15, 2026
Summit Wealth Partners, LLC History Added to 343,993 17,863 2.83% 3.06% 111 +30,009 9.56% Q1 2026 Apr 17, 2026
Kelly Financial Services LLC History Added to 334,470 17,346 4.19% 4.3% 112 +9,311 2.86% Q1 2026 Apr 13, 2026
World Investment Advisors History Added to 332,175 17,249 0.28% 0.26% 113 +31,126 10.34% Q1 2026 Apr 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 328,498 17,150 2.63% 2.6% 114 +16,702 5.36% Q1 2026 Apr 16, 2026
JB Capital LLC History Reduced 329,386 17,105 0.69% 0.78% 115 -34,393 -9.45% Q1 2026 Apr 27, 2026
Ascent Group, LLC History Reduced 327,525 17,008 0.59% 0.64% 116 -24,880 -7.06% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History Added to 324,790 16,866 0.66% 0.8% 117 +188,263 137.89% Q1 2026 May 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 318,371 16,532 1.85% 1.85% 118 +5,287 1.69% Q1 2026 May 05, 2026
CVA Family Office, LLC History Added to 309,343 16,064 1.69% 1.75% 119 +20,879 7.24% Q1 2026 Apr 29, 2026
SteelPeak Wealth, LLC History Reduced 305,829 15,881 0.48% 0.61% 120 -50,817 -14.25% Q1 2026 May 05, 2026
CONDOR CAPITAL MANAGEMENT History Added to 304,457 15,810 1.32% 1.24% 121 +13,164 4.52% Q1 2026 May 11, 2026
Breakwater Capital Group History Reduced 301,164 15,639 2.09% 2.23% 122 -1,977 -0.65% Q1 2026 Apr 20, 2026
SCOTIA CAPITAL INC. History Reduced 301,053 15,633 0.06% 0.06% 123 -4,597 -1.5% Q1 2026 May 13, 2026
&PARTNERS History Reduced 301,244 15,611 0.08% 0.08% 124 -1,030 -0.34% Q1 2026 May 15, 2026
Van Hulzen Asset Management, LLC History Added to 295,026 15,320 1.14% 1.09% 125 +13,642 4.85% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 760,749 15,288 0.71% 0.21% 126 -351,470 -31.6% Q1 2026 May 15, 2026
Sharkey, Howes & Javer History Reduced 284,641 14,781 1.99% 2.28% 127 -54,753 -16.13% Q1 2026 Apr 08, 2026
Brookstone Capital Management History Reduced 284,231 14,760 0.17% 0.18% 128 -7,381 -2.53% Q1 2026 Apr 16, 2026
Kingsview Wealth Management, LLC History Reduced 284,031 14,749 0.2% 0.32% 129 -132,893 -31.87% Q1 2026 May 12, 2026
Perigon Wealth Management, LLC History Added to 287,034 14,692 0.27% 0.2% 130 +79,021 37.99% Q1 2026 Apr 10, 2026
Scissortail Wealth Management, LLC History Added to 276,049 14,335 2.88% 2.92% 131 +33,790 13.95% Q1 2026 Apr 23, 2026
STAR Financial Bank History Added to 267,309 13,881 6.55% 5.18% 132 +75,114 39.08% Q1 2026 May 08, 2026
Concurrent Investment Advisors, LLC History Added to 256,400 13,314 0.14% 0.11% 133 +68,389 36.37% Q1 2026 Apr 20, 2026
Asio Capital, LLC History Added to 251,273 13,048 1.83% 1.84% 134 +4,196 1.7% Q1 2026 Apr 15, 2026
Centerline Wealth Advisors, LLC History Reduced 250,841 13,026 4.69% 5.59% 135 -41,871 -14.3% Q1 2026 Apr 14, 2026
Global Wealth Strategies & Associates History Added to 247,530 12,854 3.16% 2.74% 136 +39,207 18.82% Q1 2026 Apr 03, 2026
Eaton Financial Holdings Company, LLC History Added to 244,731 12,708 4.16% 3.15% 137 +22,870 10.31% Q1 2026 Apr 15, 2026
Selby Wealth Management, LLC History Reduced 244,639 12,704 5.0% 5.21% 138 -56 -0.02% Q1 2026 Apr 08, 2026
Ducere Wealth Management LLC History Added to 243,003 12,619 5.02% 4.43% 139 +25,909 11.93% Q1 2026 May 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 242,355 12,585 0.72% 0.9% 140 -43,156 -15.12% Q1 2026 Apr 09, 2026
Horst & Graben Wealth Management LLC History Reduced 239,111 12,545 1.72% 2.71% 141 -100,679 -29.63% Q1 2026 Apr 28, 2026
Triad Wealth Partners, LLC History Added to 240,878 12,508 0.99% 1.04% 142 +33,445 16.12% Q1 2026 Apr 16, 2026
Icon Wealth Advisors, LLC History Added to 238,780 12,461 0.81% 0.82% 143 +5,651 2.42% Q1 2026 May 12, 2026
JT Stratford LLC History Reduced 238,893 12,405 1.58% 1.73% 144 -15,826 -6.21% Q1 2026 May 15, 2026
1 NORTH WEALTH SERVICES LLC History Added to 237,669 12,342 4.46% 4.36% 145 +3,071 1.31% Q1 2026 May 04, 2026
Storen Legacy Partners, LLC History New 228,579 11,870 3.72% — 146 +228,579 New Q1 2026 Apr 22, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 221,426 11,567 0.21% 0.16% 147 +154,905 232.87% Q1 2026 May 01, 2026
WJ Wealth Management, LLC History Reduced 220,373 11,444 5.36% 6.3% 148 -52,437 -19.22% Q1 2026 Apr 28, 2026
LHM, INC. History Reduced 219,984 11,423 4.5% 4.48% 149 -8,450 -3.7% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 215,787 11,387 0.2% 0.2% 150 0 0.0% Q4 2025 Feb 06, 2026
Austin Private Wealth, LLC History No change 213,536 11,268 0.84% 0.84% 151 0 0.0% Q4 2025 Jan 20, 2026
Cape Investment Advisory, Inc. History Added to 216,933 11,265 3.75% 3.18% 152 +20,861 10.64% Q1 2026 May 15, 2026
New Capital Management LP History Added to 215,491 11,190 2.76% 2.69% 153 +12,260 6.03% Q1 2026 Apr 14, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 214,932 11,161 8.42% 8.27% 154 +9,416 4.58% Q1 2026 May 15, 2026
Royal Harbor Partners, LLC History Reduced 213,780 11,101 3.76% 10.58% 155 -393,030 -64.77% Q1 2026 Apr 24, 2026
Scarborough Advisors, LLC History Added to 212,304 10,838 1.19% 1.61% 156 +31,671 17.53% Q1 2026 May 07, 2026
Modern Wealth Management, LLC History Reduced 207,454 10,754 0.18% 0.2% 157 -1,886 -0.9% Q1 2026 May 14, 2026
Bay Rivers Group History Added to 206,250 10,710 4.46% 3.07% 158 +62,353 43.33% Q1 2026 Apr 13, 2026
Marest Capital, LLC History Reduced 204,301 10,609 6.14% 9.24% 159 -108,815 -34.75% Q1 2026 May 11, 2026
High Falls Advisors, Inc History No change 196,352 10,361 2.1% 2.1% 160 0 0.0% Q4 2025 Feb 18, 2026
HCR Wealth Advisors History Added to 195,501 10,152 1.05% 0.95% 161 +13,827 7.61% Q1 2026 Apr 21, 2026
Steward Partners Investment Advisory, LLC History Reduced 192,861 10,015 0.05% 0.06% 162 -6,859 -3.43% Q1 2026 May 08, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 192,616 10,002 2.27% 2.13% 163 +12,965 7.22% Q1 2026 Apr 15, 2026
READYSTATE ASSET MANAGEMENT LP History New 190,000 9,866 0.44% — 164 +190,000 New Q1 2026 May 15, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 188,064 9,766 2.64% 2.52% 165 +16,683 9.73% Q1 2026 May 05, 2026
Beacon Pointe Advisors, LLC History Added to 184,473 9,579 0.05% 0.0% 166 +176,890 2332.72% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 183,004 9,503 0.01% 0.0% 167 +163,544 840.41% Q1 2026 May 15, 2026
KWB Wealth History Reduced 178,831 9,436 0.93% 0.91% 168 -3,762 -2.06% Q1 2026 Apr 08, 2026
Ancora Advisors LLC History Added to 181,079 9,403 0.2% 0.17% 169 +20,439 12.72% Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 179,327 9,312 0.1% 0.14% 170 -60,770 -25.31% Q1 2026 May 05, 2026
Eldridge Investment Advisors, Inc. History Added to 179,034 9,297 2.04% 1.86% 171 +19,140 11.97% Q1 2026 May 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 178,811 9,285 0.11% 0.13% 172 -18,572 -9.41% Q1 2026 Apr 20, 2026
GTS FINANCIAL, LLC History New 176,774 9,259 7.33% — 173 +176,774 New Q1 2026 May 19, 2026
IFP Advisors, Inc History Added to 175,263 9,101 0.19% 0.17% 174 +28,716 19.6% Q1 2026 Apr 13, 2026
J HAGAN CAPITAL, INC. History Added to 174,718 9,073 4.9% 4.21% 175 +30,552 21.19% Q1 2026 May 12, 2026
JMAC ENTERPRISES LLC History Added to 173,701 9,020 1.73% 1.72% 176 +3,519 2.07% Q1 2026 May 01, 2026
Strategic Blueprint, LLC History Reduced 173,500 9,009 0.52% 0.56% 177 -7,435 -4.11% Q1 2026 Apr 29, 2026
Tidemark, LLC History Reduced 173,445 9,006 2.29% 2.81% 178 -14,063 -7.5% Q1 2026 May 07, 2026
Csenge Advisory Group History Added to 170,296 8,843 0.4% 0.23% 179 +72,548 74.22% Q1 2026 Apr 30, 2026
Security Financial Services, INC. History No change 167,508 8,839 1.39% 1.39% 180 0 0.0% Q4 2025 Jan 27, 2026
Cornerstone Wealth Group, LLC History Added to 165,907 8,698 0.56% 0.38% 181 +61,557 58.99% Q1 2026 Apr 22, 2026
Alternative Investment Advisors, LLC. History Added to 165,140 8,575 3.74% 3.4% 182 +15,380 10.27% Q1 2026 May 15, 2026
Apeiron RIA LLC History Reduced 163,369 8,483 1.97% 1.84% 183 -7,784 -4.55% Q1 2026 Apr 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 159,223 8,268 0.31% 0.27% 184 +17,363 12.24% Q1 2026 May 11, 2026
Heritage Trust Co History Added to 158,527 8,232 0.83% 0.78% 185 +13,233 9.11% Q1 2026 May 13, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 157,542 8,181 4.29% 2.88% 186 -42,388 -21.2% Q1 2026 Apr 15, 2026
CFS Investment Advisory Services, LLC History Reduced 155,123 8,145 0.56% 0.94% 187 -89,997 -36.72% Q1 2026 Apr 29, 2026
Snowden Capital Advisors LLC History Added to 156,258 8,114 0.22% 0.14% 188 +56,153 56.09% Q1 2026 May 14, 2026
UNIQUE WEALTH, LLC History Reduced 150,925 7,837 1.08% 1.12% 189 -901 -0.59% Q1 2026 Apr 21, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 150,080 7,793 1.68% 0.84% 190 +62,820 71.99% Q1 2026 Apr 30, 2026
Capital Advisors Wealth Management, LLC History Added to 149,876 7,783 1.04% 0.95% 191 +18,160 13.79% Q1 2026 Apr 08, 2026
TSFG, LLC History Added to 149,071 7,741 1.17% 1.16% 192 +1,606 1.09% Q1 2026 Apr 27, 2026
Vertex Planning Partners, LLC History Added to 148,581 7,715 1.5% 0.49% 193 +108,271 268.6% Q1 2026 May 15, 2026
Refined Wealth Management History New 148,168 7,694 4.86% — 194 +148,168 New Q1 2026 Apr 21, 2026
Orion Porfolio Solutions, LLC History Reduced 146,031 7,583 0.06% 0.07% 195 -29,603 -16.85% Q1 2026 May 13, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 144,646 7,511 2.51% 2.56% 196 -1,502 -1.03% Q1 2026 May 05, 2026
Stokes Family Office, LLC History Reduced 142,213 7,385 0.76% 0.8% 197 -23,233 -14.04% Q1 2026 May 11, 2026
One Wealth Advisors, LLC History Reduced 138,700 7,202 0.9% 1.1% 198 -32,515 -18.99% Q1 2026 Apr 21, 2026
Advisory Services Network, LLC History Reduced 137,978 7,165 0.1% 0.11% 199 -11,777 -7.86% Q1 2026 May 15, 2026
Emergent Wealth Advisors, LLC History Added to 135,950 7,059 4.17% 1.37% 200 +89,815 194.68% Q1 2026 Apr 07, 2026
Joseph P. Lucia & Associates, LLC History Added to 135,898 7,057 2.52% 2.3% 201 +15,001 12.41% Q1 2026 May 14, 2026
McNaughton Wealth Management, LLC History Reduced 135,830 7,053 2.92% 3.11% 202 -7,161 -5.01% Q1 2026 Apr 08, 2026
Detalus Advisors, LLC History Added to 135,498 7,036 1.61% 1.46% 203 +22,339 19.74% Q1 2026 Apr 22, 2026
Family Manage LLC History Added to 132,015 6,855 0.82% 0.84% 204 +5,472 4.32% Q1 2026 May 15, 2026
Koshinski Asset Management, Inc. History Added to 130,612 6,782 0.42% 0.35% 205 +28,871 28.38% Q1 2026 Apr 27, 2026
NTV ASSET MANAGEMENT LLC History Added to 127,992 6,646 0.73% 0.37% 206 +62,132 94.34% Q1 2026 Apr 28, 2026
BLAIR WILLIAM & CO/IL History Reduced 127,237 6,607 0.02% 0.02% 207 -46,746 -26.87% Q1 2026 May 08, 2026
Cedar Mountain Advisors, LLC History Added to 126,378 6,562 1.28% 1.28% 208 +320 0.25% Q1 2026 Apr 30, 2026
Stone House Investment Management, LLC History Reduced 126,143 6,550 1.17% 1.27% 209 -28,820 -18.6% Q1 2026 Apr 22, 2026
Focus Partners Wealth History Added to 124,449 6,462 0.01% 0.01% 210 +535 0.43% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 123,529 6,414 0.15% 0.16% 211 -1,653 -1.32% Q1 2026 May 11, 2026
Phoenix Financial Ltd. History Reduced 123,042 6,389 0.06% 0.09% 212 -33,987 -21.64% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Added to 122,464 6,359 0.1% 0.09% 213 +37,268 43.74% Q1 2026 May 18, 2026
Mutual Advisors, LLC History Added to 122,311 6,351 0.14% 0.12% 214 +15,559 14.57% Q1 2026 May 01, 2026
Focus Financial Network, Inc. History Added to 121,689 6,319 0.23% 0.15% 215 +39,373 47.83% Q1 2026 Apr 14, 2026
Invst, LLC History Reduced 121,635 6,316 0.71% 0.73% 216 -5,224 -4.12% Q1 2026 May 13, 2026
Tennessee Valley Asset Management Partners History Added to 123,604 6,285 0.83% 0.36% 217 +71,019 135.06% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 119,179 6,186 0.01% 0.01% 218 +17,121 16.78% Q1 2026 Apr 08, 2026
FFG RETIREMENT ADVISORS LLC History Added to 117,752 6,114 3.56% 3.4% 219 +13,742 13.21% Q1 2026 Apr 15, 2026
Autumn Glory Partners, LLC History Added to 117,430 6,098 2.24% 1.06% 220 +59,954 104.31% Q1 2026 May 04, 2026
Trek Financial, LLC History Reduced 117,094 6,080 0.32% 0.44% 221 -27,536 -19.04% Q1 2026 May 13, 2026
TSA Wealth Managment LLC History Reduced 116,602 6,055 1.96% 2.39% 222 -20,138 -14.73% Q1 2026 May 01, 2026
Rollins Financial Advisors, LLC History Added to 115,215 5,983 0.95% 0.8% 223 +11,637 11.24% Q1 2026 May 05, 2026
Bauman Advisory Group, LLC History Added to 113,911 5,915 4.15% 3.0% 224 +43,444 61.65% Q1 2026 May 06, 2026
TritonPoint Partners, LLC History Added to 112,503 5,842 2.15% 1.74% 225 +50,888 82.59% Q1 2026 Apr 28, 2026
Regal Investment Advisors LLC History Reduced 112,480 5,841 0.34% 0.39% 226 -9,764 -7.99% Q1 2026 May 14, 2026
Central Pacific Bank - Trust Division History Added to 112,411 5,837 0.74% 0.63% 227 +15,188 15.62% Q1 2026 Apr 07, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 112,224 5,827 1.89% 1.54% 228 +24,311 27.65% Q1 2026 May 01, 2026
Embree Financial Group History Added to 109,765 5,700 0.67% 0.67% 229 +6,305 6.09% Q1 2026 Apr 23, 2026
Saxony Capital Management, LLC History Added to 112,271 5,628 3.27% 0.24% 230 +104,875 1418.0% Q1 2026 Apr 24, 2026
WEALTH ALLIANCE, LLC History Reduced 108,263 5,622 0.56% 0.64% 231 -15,196 -12.31% Q1 2026 May 14, 2026
Cyndeo Wealth Partners, LLC History Reduced 107,027 5,557 0.29% 0.32% 232 -4,502 -4.04% Q1 2026 Apr 13, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 106,015 5,505 2.65% 2.65% 233 +6,992 7.06% Q1 2026 May 15, 2026
TABLEAUX LLC History Added to 105,906 5,499 2.66% 2.55% 234 +40,661 62.32% Q1 2026 May 14, 2026
BEACON FINANCIAL GROUP History Added to 105,521 5,479 0.55% 0.52% 235 +6,128 6.17% Q1 2026 Apr 30, 2026
Goldstein Advisors, LLC History Added to 103,780 5,389 0.6% 0.6% 236 +3,586 3.58% Q1 2026 Apr 28, 2026
Shared Vision Wealth Group LLC History Reduced 102,023 5,298 2.16% 2.6% 237 -18,785 -15.55% Q1 2026 May 06, 2026
Hurley Capital, LLC History Added to 99,026 5,142 2.76% 1.45% 238 +49,889 101.53% Q1 2026 May 06, 2026
Bedminster, LLC History Added to 96,009 4,985 4.64% 4.38% 239 +5,568 6.16% Q1 2026 Apr 24, 2026
ONE Advisory Partners, LLC History Reduced 95,292 4,948 1.53% 1.64% 240 -7,664 -7.44% Q1 2026 Apr 13, 2026
PAX Financial Group, LLC History Reduced 94,006 4,881 0.83% 0.92% 241 -7,086 -7.01% Q1 2026 Apr 27, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 93,141 4,836 0.12% 0.14% 242 -7,650 -7.59% Q1 2026 Apr 07, 2026
Foundry Financial LLC History Added to 92,995 4,829 2.05% 1.7% 243 +31,609 51.49% Q1 2026 Apr 21, 2026
Carson Advisory Inc. History Added to 92,546 4,805 2.49% 2.4% 244 +5,194 5.95% Q1 2026 May 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 90,657 4,634 0.1% 0.1% 245 +9,631 11.89% Q1 2026 May 15, 2026
Peak Wealth Management LLC History Reduced 89,113 4,627 3.8% 5.29% 246 -30,924 -25.76% Q1 2026 Apr 14, 2026
WBH ADVISORY INC History Added to 89,202 4,624 0.35% 0.26% 247 +21,781 32.31% Q1 2026 Apr 27, 2026
LINCOLN CAPITAL CORP History New 88,545 4,598 1.69% — 248 +88,545 New Q1 2026 Apr 16, 2026
Wealthcare Advisory Partners LLC History Added to 87,668 4,552 0.09% 0.09% 249 +5,227 6.34% Q1 2026 Apr 14, 2026
Elevated Financial Group LLC History Added to 87,021 4,519 1.47% 1.38% 250 +11,543 15.29% Q1 2026 May 11, 2026
Sovran Advisors, LLC History Reduced 86,162 4,507 0.35% 0.4% 251 -2,191 -2.48% Q1 2026 May 01, 2026
COMERICA BANK History No change 83,042 4,382 0.02% 0.02% 252 0 0.0% Q4 2025 Jan 29, 2026
Liberty Atlantic Advisors LLC History Added to 83,736 4,348 3.72% 2.76% 253 +30,451 57.15% Q1 2026 Apr 27, 2026
Capital Analysts, LLC History Reduced 82,800 4,299 0.11% 0.28% 254 -100,714 -54.88% Q1 2026 May 14, 2026
BOS Asset Management, LLC History Added to 82,621 4,290 1.1% 0.97% 255 +14,102 20.58% Q1 2026 Apr 08, 2026
Cypress Capital Group History Added to 82,260 4,271 0.48% 0.27% 256 +36,275 78.88% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 81,864 4,251 0.14% 0.03% 257 -30,293 -27.01% Q1 2026 Apr 23, 2026
Gotham Asset Management, LLC History Added to 79,610 4,134 0.01% 0.01% 258 +42,377 113.82% Q1 2026 May 15, 2026
Stratos Wealth Advisors, LLC History Added to 79,494 4,128 0.25% 0.18% 259 +9,089 12.91% Q1 2026 Apr 28, 2026
Canvas Wealth Advisors, LLC History Reduced 78,947 4,099 0.7% 0.86% 260 -17,109 -17.81% Q1 2026 Apr 28, 2026
Lunt Capital Management, Inc. History Added to 78,193 4,060 1.56% 1.29% 261 +12,953 19.85% Q1 2026 May 12, 2026
Bay Harbor Wealth Management, LLC History Reduced 77,758 4,037 1.05% 1.24% 262 -12,240 -13.6% Q1 2026 Apr 14, 2026
Midwest Capital Advisors, LLC History Reduced 77,186 4,008 1.87% 2.26% 263 -12,256 -13.7% Q1 2026 Apr 24, 2026
J. Mark Nickell & Co. History Reduced 76,868 3,991 4.14% 4.08% 264 -6,816 -8.14% Q1 2026 May 15, 2026
Mayflower Financial Advisors, LLC History Reduced 76,655 3,980 0.48% 0.58% 265 -14,432 -15.84% Q1 2026 Apr 23, 2026
Able Wealth Management LLC History Added to 76,410 3,967 1.06% 0.17% 266 +66,080 639.69% Q1 2026 Apr 24, 2026
BANK OF MONTREAL /CAN/ History Added to 76,218 3,957 0.0% 0.0% 267 +50,678 198.43% Q1 2026 May 13, 2026
Owen LaRue, LLC History Added to 75,998 3,946 1.51% 1.18% 268 +17,301 29.48% Q1 2026 Apr 30, 2026
O'ROURKE & COMPANY, Inc History Added to 75,754 3,933 1.56% 1.3% 269 +12,417 19.6% Q1 2026 May 14, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 75,567 3,922 2.29% 2.41% 270 -1,275 -1.66% Q1 2026 Apr 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 75,064 3,898 0.12% 0.02% 271 +48,920 187.12% Q1 2026 Apr 29, 2026
NewEdge Wealth, LLC History Added to 74,576 3,872 0.05% 0.01% 272 +53,154 248.13% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 74,410 3,864 0.01% 0.0% 273 +49,970 204.46% Q1 2026 May 13, 2026
Blue Trust, Inc. History Reduced 74,417 3,864 0.04% 0.06% 274 -23,884 -24.3% Q1 2026 Apr 20, 2026
FINANCIAL LIFE ADVISORS History Reduced 74,389 3,863 1.2% 1.22% 275 -823 -1.09% Q1 2026 Apr 29, 2026
Mengis Capital Management, Inc. History Added to 74,257 3,856 0.66% 0.63% 276 +7,120 10.61% Q1 2026 May 12, 2026
SigFig Wealth Management, LLC History Reduced 74,175 3,851 0.11% 0.14% 277 -14,159 -16.03% Q1 2026 Apr 14, 2026
Medallion Wealth Advisors, LLC History Added to 73,667 3,825 1.25% 1.12% 278 +10,617 16.84% Q1 2026 Apr 24, 2026
Synergy Investment Management, LLC History Reduced 73,592 3,821 1.25% 1.84% 279 -25,054 -25.4% Q1 2026 May 14, 2026
DecisionMap Wealth Management, LLC History Added to 72,235 3,751 2.43% 1.7% 280 +19,839 37.86% Q1 2026 Apr 15, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 72,076 3,742 0.28% 0.28% 281 +5,982 9.05% Q1 2026 Apr 30, 2026
BCGM Wealth Management, LLC History Reduced 71,809 3,729 0.94% 1.48% 282 -37,759 -34.46% Q1 2026 May 05, 2026
Pettinga Financial Advisors LLC History Added to 69,968 3,633 0.68% 0.66% 283 +4,266 6.49% Q1 2026 Apr 13, 2026
ShoreHaven Wealth Partners, LLC History Reduced 69,437 3,605 1.29% 1.65% 284 -17,376 -20.02% Q1 2026 May 13, 2026
L & S Advisors Inc History Added to 68,751 3,570 0.45% 0.33% 285 +556 0.82% Q1 2026 May 11, 2026
FSA Investment Group, LLC History New 68,721 3,568 1.44% — 286 +68,721 New Q1 2026 Apr 21, 2026
LARCH CAPITAL PARTNERS LLC History New 68,548 3,559 0.52% — 287 +68,548 New Q1 2026 May 15, 2026
Castle Rock Wealth Management, LLC History Added to 68,100 3,535 0.77% 0.62% 288 +13,903 25.65% Q1 2026 Apr 08, 2026
EQ LLC History Added to 66,583 3,457 0.97% 0.93% 289 +5,571 9.13% Q1 2026 May 06, 2026
Centurion Wealth Management LLC History Added to 64,881 3,369 0.76% 0.73% 290 +1,585 2.5% Q1 2026 Apr 10, 2026
EHRLICH FINANCIAL GROUP History Reduced 64,552 3,352 1.93% 2.11% 291 -5,809 -8.26% Q1 2026 Apr 08, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 64,324 3,340 1.33% 1.33% 292 +1,934 3.1% Q1 2026 Apr 22, 2026
SOFI WEALTH, LLC History Added to 64,122 3,329 0.16% 0.15% 293 +7,877 14.0% Q1 2026 May 05, 2026
Onyx Bridge Wealth Group LLC History Added to 64,067 3,327 0.36% 0.36% 294 +681 1.07% Q1 2026 Apr 22, 2026
KICKSTAND VENTURES, LLC. History Reduced 63,264 3,285 0.69% 0.81% 295 -9,650 -13.23% Q1 2026 May 05, 2026
Cobblestone Asset Management LLC History Reduced 62,789 3,260 1.47% 1.94% 296 -18,914 -23.15% Q1 2026 Apr 28, 2026
RFG Advisory, LLC History Added to 64,203 3,252 0.06% 0.03% 297 +36,333 130.37% Q1 2026 Apr 17, 2026
Daviman Financial, LLC History Reduced 62,596 3,250 1.92% 2.29% 298 -11,278 -15.27% Q1 2026 Apr 23, 2026
SWP FINANCIAL LLC History Reduced 62,340 3,237 1.65% 2.08% 299 -16,133 -20.56% Q1 2026 Apr 17, 2026
Lansing Street Advisors History Added to 61,164 3,176 0.8% 0.54% 300 +21,072 52.56% Q1 2026 Apr 28, 2026
True Vision MN LLC History Reduced 61,162 3,176 1.64% 1.89% 301 -9,390 -13.31% Q1 2026 Apr 16, 2026
PRINCIPAL SECURITIES, INC. History Added to 60,964 3,165 0.05% 0.05% 302 +5,224 9.37% Q1 2026 May 13, 2026
Apollon Wealth Management, LLC History Reduced 60,894 3,162 0.05% 0.06% 303 -5,712 -8.58% Q1 2026 Apr 22, 2026
Keystone Financial Group History Added to 60,229 3,127 0.21% 0.2% 304 +8,193 15.74% Q1 2026 May 13, 2026
Foundry Financial Group, Inc. History Reduced 59,864 3,108 1.54% 2.73% 305 -43,383 -42.02% Q1 2026 Apr 23, 2026
ArborFi Advisors, LLC History Reduced 59,408 3,085 2.52% 2.9% 306 -8,261 -12.21% Q1 2026 Apr 29, 2026
Cypress Wealth Services, LLC History Reduced 59,081 3,068 0.43% 0.49% 307 -7,669 -11.49% Q1 2026 Apr 15, 2026
WCG Wealth Advisors LLC History Added to 58,455 3,035 0.08% 0.08% 308 +2,411 4.3% Q1 2026 May 12, 2026
Box Hill Private Wealth LLC History Added to 56,916 2,955 2.92% 1.74% 309 +24,267 74.33% Q1 2026 Apr 03, 2026
RMR Capital Management, LLC History Reduced 56,127 2,914 2.1% 2.17% 310 -1,137 -1.99% Q1 2026 May 20, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 55,874 2,901 1.44% 1.75% 311 -8,631 -13.38% Q1 2026 Apr 16, 2026
LEIGH BALDWIN & CO., LLC History Added to 55,683 2,891 1.87% 1.75% 312 +5,264 10.44% Q1 2026 May 20, 2026
BEACON FINANCIAL PLANNING, INC History Added to 55,419 2,877 1.11% 0.77% 313 +25,203 83.41% Q1 2026 Apr 22, 2026
Finhabits Advisors LLC History Added to 54,475 2,828 2.61% 2.48% 314 +4,407 8.8% Q1 2026 May 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 53,916 2,799 0.08% 0.07% 315 -2,886 -5.08% Q1 2026 Apr 21, 2026
Archer Investment Management, LLC History Added to 53,764 2,791 1.17% 0.77% 316 +26,673 98.46% Q1 2026 Apr 08, 2026
Jeter Robert S II History New 53,136 2,782 2.77% — 317 +53,136 New Q1 2026 May 11, 2026
Keystone Financial Services History Reduced 53,254 2,765 0.81% 1.11% 318 -16,278 -23.41% Q1 2026 May 06, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 53,146 2,757 0.35% 0.48% 319 +4,976 10.33% Q1 2026 May 18, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 52,675 2,735 1.37% 1.35% 320 +750 1.44% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History New 52,640 2,733 0.03% — 321 +52,640 New Q1 2026 Apr 23, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 51,936 2,697 0.15% 0.2% 322 +19,457 59.91% Q1 2026 Apr 22, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 51,750 2,687 0.34% 0.36% 323 -1,444 -2.71% Q1 2026 May 12, 2026
Sigma Planning Corp History Reduced 51,731 2,686 0.07% 0.08% 324 -823 -1.57% Q1 2026 May 04, 2026
Vise Technologies, Inc. History No change 50,389 2,659 0.05% 0.05% 325 0 0.0% Q1 2026 Apr 21, 2026
Argent Trust Co History Reduced 51,199 2,658 0.09% 0.09% 326 -802 -1.54% Q1 2026 May 13, 2026
Optivise Advisory Services LLC History Reduced 50,884 2,642 1.6% 1.72% 327 -5,554 -9.84% Q1 2026 Apr 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 50,580 2,626 0.0% — 328 +50,580 New Q1 2026 May 13, 2026
TBH Global Asset Management, LLC History Added to 50,097 2,601 0.52% 0.4% 329 +5,197 11.57% Q1 2026 Apr 22, 2026
CURTIS WEALTH MANAGEMENT LLC History Reduced 49,722 2,582 2.42% 3.06% 330 -16,483 -24.9% Q1 2026 May 08, 2026
Claro Advisors Inc. History Added to 49,461 2,568 0.31% 0.33% 331 +3,406 7.4% Q1 2026 Apr 21, 2026
MA Private Wealth History Added to 49,163 2,553 0.43% 0.43% 332 +568 1.17% Q1 2026 May 07, 2026
Allen Capital Group, LLC History No change 48,173 2,542 0.23% 0.23% 333 0 0.0% Q4 2025 Feb 09, 2026
Beckerman Institutional, LLC History Added to 48,671 2,527 1.34% 1.33% 334 +3,774 8.41% Q1 2026 May 04, 2026
Simplicity Wealth,LLC History Reduced 48,631 2,525 0.14% 0.18% 335 -9,279 -16.02% Q1 2026 Apr 30, 2026
Buttonwood Financial Group, LLC History Reduced 48,580 2,522 1.55% 1.66% 336 -10,325 -17.53% Q1 2026 Apr 15, 2026
Prosperity Consulting Group, LLC History Reduced 48,529 2,520 0.11% 0.12% 337 -78 -0.16% Q1 2026 May 05, 2026
West Wealth Group, LLC History Reduced 48,351 2,510 0.5% 0.56% 338 -2,627 -5.15% Q1 2026 May 11, 2026
BENJAMIN EDWARDS INC History Added to 48,468 2,501 0.02% 0.02% 339 +14,530 42.81% Q1 2026 May 12, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History Reduced 47,424 2,462 0.12% 0.74% 340 -247,576 -83.92% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Added to 47,424 2,462 0.48% 0.45% 341 +2,424 5.39% Q1 2026 Apr 20, 2026
PUREfi Wealth, LLC History Added to 46,690 2,424 1.59% 0.46% 342 +35,429 314.62% Q1 2026 Apr 28, 2026
WealthShield Partners, LLC History Reduced 45,917 2,384 0.27% 0.32% 343 -9,616 -17.32% Q1 2026 May 01, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 45,874 2,382 1.89% 1.75% 345 +3,980 9.5% Q1 2026 Apr 21, 2026
5T Wealth, LLC History Reduced 45,875 2,382 0.94% 1.0% 344 -1,714 -3.6% Q1 2026 Apr 13, 2026
SEEDS INVESTOR LLC History New 44,880 2,349 0.32% — 346 +44,880 New Q1 2026 May 11, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 45,179 2,346 0.73% 0.67% 347 +2,953 6.99% Q1 2026 Apr 17, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 44,594 2,315 0.7% 0.67% 348 +3,889 9.55% Q1 2026 Apr 15, 2026
CIBC Private Wealth Group LLC History No change 43,303 2,285 0.0% 0.0% 349 0 0.0% Q4 2025 Feb 12, 2026
Atlatl Advisers LLC History Reduced 43,835 2,276 1.69% 0.92% 350 -1,784 -3.91% Q1 2026 May 07, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 43,798 2,274 0.65% 0.86% 351 -13,263 -23.24% Q1 2026 May 14, 2026
Creative Planning History Added to 43,423 2,254 0.0% 0.0% 352 +9,916 29.59% Q1 2026 May 12, 2026
Kovack Advisors, Inc. History Added to 43,141 2,240 0.12% 0.02% 353 +36,645 564.12% Q1 2026 May 12, 2026
Cornerstone Planning Group LLC History Added to 42,781 2,228 0.3% 0.35% 354 +185 0.43% Q1 2026 May 06, 2026
Tradition Wealth Management, LLC History Added to 42,834 2,224 0.16% 0.16% 355 +969 2.31% Q1 2026 May 15, 2026
Range Financial Group LLC History Reduced 42,462 2,205 0.74% 0.8% 356 -1,359 -3.1% Q1 2026 Apr 30, 2026
Royal Capital Wealth Management, LLC History Added to 42,390 2,201 1.37% 1.31% 357 +459 1.09% Q1 2026 May 15, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 42,209 2,191 1.66% 1.04% 358 +18,595 78.75% Q1 2026 Apr 27, 2026
Cassilly Financial Group LLC History Added to 42,176 2,190 1.9% 1.92% 359 +1,041 2.53% Q1 2026 Apr 10, 2026
Bluesphere Advisors LLC History Reduced 41,536 2,156 0.77% 1.49% 360 -22,129 -34.76% Q1 2026 Apr 22, 2026
Savvy Advisors, Inc. History Added to 41,441 2,152 0.06% 0.04% 361 +18,449 80.24% Q1 2026 May 11, 2026
Independent Advisor Alliance History New 41,310 2,145 0.02% — 362 +41,310 New Q1 2026 May 12, 2026
EWA, LLC History Reduced 40,695 2,113 0.48% 0.58% 363 -4,307 -9.57% Q1 2026 Apr 23, 2026
Vines Capital Management, LLC History Added to 40,643 2,110 2.09% 1.84% 364 +4,936 13.82% Q1 2026 May 12, 2026
BlackDiamond Wealth Management, LLC History Added to 39,818 2,067 0.99% 0.91% 365 +4,467 12.64% Q1 2026 May 12, 2026
CIBC Bancorp USA Inc. History New 39,743 2,066 0.0% — 366 +39,743 New Q1 2026 May 12, 2026
CORRADO ADVISORS, LLC History New 39,680 2,060 1.07% — 367 +39,680 New Q1 2026 Apr 30, 2026
Members Advisory Group LLC History New 39,230 2,037 0.7% — 368 +39,230 New Q1 2026 May 05, 2026
Rothschild Wealth LLC History Added to 38,717 2,010 0.18% 0.19% 369 +1,722 4.65% Q1 2026 May 06, 2026
FIDUCIARY TRUST CO History Added to 38,425 1,995 0.02% 0.02% 370 +5,421 16.43% Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 38,343 1,991 0.09% 0.09% 371 +4,898 14.64% Q1 2026 Apr 28, 2026
Chatterton & Associates Inc. History Added to 37,395 1,952 1.37% 1.68% 372 +262 0.71% Q1 2026 Apr 20, 2026
Pathstone Holdings, LLC History New 37,310 1,937 0.01% — 373 +37,310 New Q1 2026 May 11, 2026
Williams Jones Wealth Management, LLC. History Reduced 36,872 1,914 0.02% 0.02% 374 -2,300 -5.87% Q1 2026 May 05, 2026
RDA Financial Network History Reduced 36,261 1,883 0.47% 0.49% 375 -2,147 -5.59% Q1 2026 Apr 08, 2026
Prospera Financial Services Inc History Added to 36,194 1,879 0.03% 0.02% 376 +8,770 31.98% Q1 2026 Apr 14, 2026
THEORY FINANCIAL LLC History Reduced 36,132 1,876 0.66% 0.85% 377 -11,540 -24.21% Q1 2026 May 05, 2026
RESOLUTE WEALTH ADVISOR, INC. History New 36,036 1,871 1.07% — 378 +36,036 New Q1 2026 May 11, 2026
FLOW TRADERS U.S. LLC History New 35,844 1,861 0.06% — 379 +35,844 New Q1 2026 May 15, 2026
BETO FINANCIAL GROUP, LLC History Added to 35,413 1,850 1.08% 0.39% 380 +24,541 225.73% Q1 2026 May 11, 2026
Impact Partnership Wealth, LLC History Added to 35,235 1,829 0.23% 0.19% 381 +7,450 26.81% Q1 2026 Apr 23, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 35,062 1,820 0.48% 0.45% 382 +2,541 7.81% Q1 2026 Apr 16, 2026
Intentional Wealth Strategies, LLC History New 34,981 1,816 1.69% — 383 +34,981 New Q1 2026 May 05, 2026
Hoxton Planning & Management, LLC History Reduced 34,608 1,797 0.54% 0.68% 384 -8,184 -19.13% Q1 2026 Apr 20, 2026
Williams & Novak, LLC History Added to 34,244 1,775 1.33% 1.23% 385 +3,233 10.43% Q1 2026 Apr 20, 2026
Meridian Wealth Management, LLC History Added to 34,036 1,767 0.06% 0.01% 386 +27,526 422.83% Q1 2026 May 06, 2026
Sherman Wealth Management LLC History Added to 33,973 1,764 1.52% 1.01% 387 +11,879 53.77% Q1 2026 Apr 13, 2026
Bleakley Financial Group, LLC History New 33,830 1,756 0.03% — 388 +33,830 New Q1 2026 May 04, 2026
Sanchez Gaunt Capital Management, LLC History New 33,644 1,747 1.09% — 389 +33,644 New Q1 2026 Apr 14, 2026
Sculati Wealth Management, LLC History Added to 33,500 1,739 0.64% 0.56% 390 +3,396 11.28% Q1 2026 Apr 09, 2026
Focus Partners Advisor Solutions, LLC History New 32,993 1,713 0.02% — 391 +32,993 New Q1 2026 May 13, 2026
4J Wealth Management LLC History Added to 32,640 1,694 0.96% 0.12% 392 +28,663 720.72% Q1 2026 May 05, 2026
Mosley Wealth Management History Added to 31,220 1,662 0.75% 0.75% 393 +283 0.91% Q1 2026 Apr 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 31,619 1,641 0.04% 0.02% 394 +24,439 340.38% Q1 2026 Apr 27, 2026
Tyche Wealth Partners LLC History Reduced 31,458 1,633 0.25% 0.27% 395 -935 -2.89% Q1 2026 May 06, 2026
Element Wealth, LLC History Added to 31,174 1,618 0.67% 0.65% 396 +1,083 3.6% Q1 2026 May 04, 2026
VISIONARY HORIZONS, LLC History Added to 31,046 1,612 0.79% 0.75% 397 +3,451 12.51% Q1 2026 Apr 17, 2026
Keystone Wealth Services, LLC History Added to 30,897 1,604 0.34% 0.12% 398 +20,298 191.51% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Added to 30,812 1,600 0.14% 0.1% 399 +7,863 34.26% Q1 2026 May 15, 2026
Legacy Edge Advisors, LLC History Added to 30,739 1,596 0.17% 0.17% 400 +1,738 5.99% Q1 2026 May 11, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 30,232 1,569 0.11% 0.13% 401 -8,907 -22.76% Q1 2026 May 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 30,080 1,562 0.03% 0.02% 402 +8,977 42.54% Q1 2026 Apr 15, 2026
Trivium Point Advisory, LLC History Reduced 29,871 1,551 0.28% 0.53% 403 -69,186 -69.84% Q1 2026 Apr 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 29,796 1,547 0.09% 0.1% 404 +1,045 3.63% Q1 2026 Apr 13, 2026
Strategic Financial Concepts, LLC History Added to 29,693 1,541 0.38% 1.27% 405 +3,424 13.03% Q1 2026 May 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 29,571 1,535 0.02% 0.03% 406 +1,918 6.94% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 29,424 1,527 0.38% 0.48% 407 -1,465 -4.74% Q1 2026 May 08, 2026
Triad Investment Management History Added to 29,213 1,517 1.79% 1.56% 408 +20 0.07% Q1 2026 May 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 29,033 1,507 0.04% 0.03% 409 +9,634 49.66% Q1 2026 Apr 29, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 28,703 1,490 0.95% 1.07% 410 -3,092 -9.72% Q1 2026 May 14, 2026
Keebeck Wealth Management History Added to 28,466 1,478 0.17% 0.07% 411 +16,768 143.34% Q1 2026 May 14, 2026
Mayfair Advisory Group, LLC History Added to 28,250 1,467 0.51% 0.39% 412 +9,117 47.65% Q1 2026 Apr 21, 2026
Integrated Advisors Network LLC History Added to 27,962 1,452 0.08% 0.02% 413 +19,447 228.39% Q1 2026 Apr 28, 2026
Empire Financial Management Company, LLC History Added to 27,908 1,449 0.33% 0.32% 414 +351 1.27% Q1 2026 May 15, 2026
Redwood Investment Management, LLC History Reduced 27,879 1,448 0.18% 0.2% 415 -5,094 -15.45% Q1 2026 May 14, 2026
KPP Advisory Services LLC History Added to 27,675 1,437 0.21% 0.18% 416 +3,835 16.09% Q1 2026 Apr 24, 2026
Walkner Condon Financial Advisors LLC History Added to 27,505 1,428 0.19% 0.19% 417 +2,040 8.01% Q1 2026 Apr 28, 2026
Financial Planning Hawaii, Inc. History Added to 27,497 1,427 0.84% 0.75% 418 +2,774 11.22% Q1 2026 Apr 21, 2026
Two West Capital Advisors LLC History Added to 27,238 1,422 0.75% 0.62% 419 +6,923 34.08% Q1 2026 May 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 27,241 1,414 0.17% 0.13% 420 +5,919 27.76% Q1 2026 May 05, 2026
Strategic Equity Management History Reduced 27,111 1,407 0.53% 0.51% 421 -1,660 -5.77% Q1 2026 Apr 21, 2026
New England Private Wealth Advisors LLC History Added to 26,937 1,398 0.16% 0.04% 422 +21,478 393.44% Q1 2026 May 08, 2026
RITHOLTZ WEALTH MANAGEMENT History New 26,616 1,382 0.02% — 423 +26,616 New Q1 2026 Apr 20, 2026
Signature Resources Capital Management, LLC History Added to 26,509 1,376 0.65% 0.67% 424 +1,499 5.99% Q1 2026 May 01, 2026
Signature Wealth Management Partners, LLC History Added to 26,329 1,367 0.69% 0.67% 425 +794 3.11% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History Reduced 26,236 1,362 0.12% 0.13% 426 -1,182 -4.31% Q1 2026 Apr 30, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 25,818 1,351 0.59% 0.74% 427 -6,983 -21.29% Q1 2026 May 04, 2026
EP Wealth Advisors, LLC History Reduced 26,009 1,350 0.01% 0.01% 428 -693 -2.6% Q1 2026 May 14, 2026
A4 Wealth Advisors LLC History Reduced 25,925 1,346 1.1% 1.74% 429 -12,129 -31.87% Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 25,899 1,344 0.1% — 430 +25,899 New Q1 2026 Apr 28, 2026
Apex Wealth Management, LLC History Reduced 25,863 1,343 0.92% 5.98% 431 -85,264 -76.73% Q1 2026 Apr 15, 2026
Polaris Investment Advisors, LLC History Reduced 25,734 1,336 0.97% 1.03% 432 -1,373 -5.07% Q1 2026 Apr 21, 2026
DAVENPORT & Co LLC History Added to 25,619 1,330 0.01% 0.01% 433 +6,900 36.86% Q1 2026 Apr 15, 2026
J.E. Simmons & Co., P.C. History Reduced 25,472 1,322 0.88% 0.93% 434 -1,622 -5.99% Q1 2026 Apr 21, 2026
Robertson Stephens Wealth Management, LLC History Reduced 25,275 1,312 0.04% 0.1% 435 -45,718 -64.4% Q1 2026 Apr 28, 2026
B & T Capital Management DBA Alpha Capital Management History New 25,070 1,301 0.19% — 436 +25,070 New Q1 2026 May 13, 2026
May Hill Capital, LLC History Added to 24,786 1,287 0.32% 0.28% 437 +5,382 27.74% Q1 2026 May 06, 2026
Tempus Wealth Planning, LLC History Added to 24,529 1,273 0.29% 0.28% 438 +1,696 7.43% Q1 2026 Apr 28, 2026
Braun-Bostich & Associates Inc. History Reduced 24,388 1,266 0.79% 1.92% 439 -34,580 -58.64% Q1 2026 Apr 15, 2026
Fairvoy Private Wealth, LLC History Reduced 24,266 1,260 0.3% 0.29% 440 -259 -1.06% Q1 2026 Apr 20, 2026
John W. Brooker & Co., CPAs History Reduced 24,169 1,255 1.98% 2.29% 441 -83 -0.34% Q1 2026 Apr 13, 2026
Bull Harbor Capital LLC History New 24,044 1,248 0.33% — 442 +24,044 New Q1 2026 May 18, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 24,007 1,246 1.49% 1.82% 443 -15,638 -39.45% Q1 2026 Apr 28, 2026
Garden State Investment Advisory Services LLC History Added to 23,860 1,239 0.27% 0.26% 444 +1,350 6.0% Q1 2026 May 13, 2026
Integrity Advisory Solutions, LLC History Added to 23,847 1,238 0.16% 0.16% 445 +2,803 13.32% Q1 2026 May 11, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 23,593 1,225 0.54% 0.54% 446 +4 0.02% Q1 2026 May 05, 2026
Barnes Wealth Management Group, Inc History Reduced 23,354 1,212 0.61% 0.72% 447 -2,259 -8.82% Q1 2026 May 15, 2026
XY Planning Network, Inc. History Added to 23,164 1,200 0.19% 0.17% 449 +4,360 23.19% Q1 2026 Apr 14, 2026
Clearview Wealth Advisors LLC History No change 22,741 1,200 0.76% 0.76% 448 0 0.0% Q4 2025 Feb 17, 2026
WealthPLAN Partners, LLC History Reduced 23,084 1,198 0.23% 0.22% 450 -4,386 -15.97% Q1 2026 Apr 29, 2026
UPTICK PARTNERS, LLC History Added to 23,016 1,195 0.24% 0.19% 451 +6,257 37.34% Q1 2026 May 01, 2026
Avidian Wealth Enterprises, LLC History Reduced 22,690 1,178 0.04% 0.05% 452 -2,839 -11.12% Q1 2026 May 07, 2026
GeoWealth Management, LLC History Added to 22,679 1,177 0.04% 0.03% 453 +5,344 30.83% Q1 2026 May 13, 2026
Avantax Planning Partners, Inc. History New 22,396 1,163 0.03% — 454 +22,396 New Q1 2026 May 04, 2026
Davis Wealth Advisors, LLC History Reduced 22,227 1,154 0.96% 1.25% 455 -6,239 -21.92% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 22,072 1,146 0.09% 0.05% 456 +9,606 77.06% Q1 2026 May 13, 2026
Traveka Wealth, LLC History Reduced 21,998 1,142 0.44% 0.47% 457 -60 -0.27% Q1 2026 Apr 22, 2026
Beacon Financial Advisory LLC History Added to 21,942 1,139 0.26% 0.24% 458 +2,623 13.58% Q1 2026 Apr 27, 2026
BCU Wealth Advisors, LLC History Reduced 21,797 1,131 0.42% 0.53% 459 -4,332 -16.58% Q1 2026 Apr 20, 2026
Western Wealth Management, LLC History Added to 21,769 1,130 0.04% 0.05% 460 +1,559 7.71% Q1 2026 May 19, 2026
Spire Wealth Management History Reduced 21,706 1,127 0.04% 0.04% 461 -1,045 -4.59% Q1 2026 Apr 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 21,657 1,124 0.0% 0.0% 462 -22,351 -50.79% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Added to 21,577 1,120 0.08% 0.02% 463 +15,936 282.5% Q1 2026 Apr 14, 2026
CIBC WORLD MARKET INC. History Reduced 21,432 1,112 0.0% 0.0% 464 -7,305 -25.42% Q1 2026 May 14, 2026
Concorde Asset Management, LLC History No change 20,978 1,107 0.44% 0.44% 465 0 0.0% Q4 2025 Feb 13, 2026
Rialto Wealth Management, LLC History Added to 21,205 1,101 0.25% 0.22% 466 +3,427 19.28% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 20,806 1,080 0.0% 0.0% 467 -2,942 -12.39% Q1 2026 May 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 20,744 1,077 0.26% 0.17% 468 +7,930 61.89% Q1 2026 Apr 10, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 20,676 1,073 0.39% 0.5% 469 -4,532 -17.98% Q1 2026 Apr 09, 2026
Claris Financial LLC History Added to 20,557 1,067 0.58% 0.32% 470 +9,172 80.56% Q1 2026 May 18, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 20,282 1,053 0.05% 0.03% 471 +9,506 88.21% Q1 2026 Apr 15, 2026
First Heartland Consultants, Inc. History Added to 20,232 1,050 0.08% 0.08% 472 +1,425 7.58% Q1 2026 Apr 08, 2026
Lionsbridge Wealth Management LLC History Added to 20,126 1,045 1.05% 1.05% 473 +429 2.18% Q1 2026 May 15, 2026
Avior Wealth Management, LLC History Added to 20,106 1,044 0.03% 0.02% 474 +6,214 44.73% Q1 2026 Apr 09, 2026
Quantinno Capital Management LP History Added to 19,943 1,035 0.0% 0.0% 475 +1,333 7.16% Q1 2026 May 15, 2026
WealthPoint Financial, LLC History No change 19,468 1,027 0.89% 0.89% 476 0 0.0% Q1 2026 Apr 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 19,520 1,010 0.06% 0.05% 477 -1,999 -9.29% Q1 2026 Apr 24, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 19,439 1,009 0.15% 0.12% 478 +4,511 30.22% Q1 2026 Apr 16, 2026
WEALTHGARDEN F.S. LLC History Added to 19,348 1,004 0.69% 0.67% 479 +75 0.39% Q1 2026 May 04, 2026
Fortis Capital Advisors, LLC History Added to 19,301 1,002 0.13% 0.07% 480 +9,716 101.37% Q1 2026 Apr 28, 2026
J.M. Arbour, LLC History Reduced 19,264 1,000 0.96% 1.32% 481 -5,885 -23.4% Q1 2026 Apr 21, 2026
Cadia Private Client LLC History Added to 18,903 981 0.8% 0.45% 482 +8,095 74.9% Q1 2026 May 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 18,883 980 0.2% 0.17% 483 +4,810 34.18% Q1 2026 Apr 15, 2026
Merited Wealth, LLC History Added to 18,835 978 0.81% 0.34% 484 +11,948 173.49% Q1 2026 Apr 24, 2026
Ausdal Financial Partners, Inc. History Added to 18,746 973 0.04% 0.03% 485 +5,220 38.59% Q1 2026 May 12, 2026
Avid Wealth Partners LLC History Added to 18,751 973 0.46% 0.47% 486 +647 3.57% Q1 2026 Apr 30, 2026
BBR PARTNERS, LLC History Added to 18,710 971 0.05% 0.03% 487 +7,005 59.85% Q1 2026 May 12, 2026
LAFFER TENGLER INVESTMENTS, INC. History Reduced 18,663 969 0.14% 0.2% 488 -6,058 -24.51% Q1 2026 May 13, 2026
Shepherd Financial Partners LLC History Reduced 18,610 966 0.09% 0.5% 489 -84,079 -81.88% Q1 2026 May 11, 2026
Investment Planning Advisors, Inc. History Reduced 18,502 960 0.26% 3.51% 490 -209,887 -91.9% Q1 2026 Apr 23, 2026
M1 Capital Management LLC History Added to 18,417 956 0.44% 0.36% 491 +2,274 14.09% Q1 2026 May 08, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 18,293 949 0.02% 0.02% 492 -371 -1.99% Q1 2026 May 15, 2026
LifePlan Investment Advisors, Inc. History Reduced 18,190 944 0.37% 0.49% 493 -4,407 -19.5% Q1 2026 May 14, 2026
Avantra Family Wealth, Inc. History Added to 17,973 933 0.69% 0.41% 494 +7,191 66.69% Q1 2026 Apr 22, 2026
MSH Capital Advisors LLC History Added to 17,960 932 0.2% 0.19% 495 +1,083 6.42% Q1 2026 May 08, 2026
Sunbelt Securities, Inc. History Added to 17,653 916 0.06% 0.05% 496 +2,843 19.2% Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History Reduced 17,468 907 0.08% 0.12% 497 -1,442 -7.63% Q1 2026 May 12, 2026
MKT Advisors LLC History Added to 17,213 893 0.3% 0.28% 498 +1,808 11.74% Q1 2026 Apr 10, 2026
OLD MISSION CAPITAL LLC History New 17,159 891 0.01% — 499 +17,159 New Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 17,060 885 0.01% 0.1% 500 -132,414 -88.59% Q1 2026 Apr 28, 2026
Advocacy Wealth Management, LLC History Reduced 16,856 875 0.04% 0.61% 501 -259,061 -93.89% Q1 2026 May 12, 2026
Triton Wealth Management, PLLC History Added to 16,698 865 0.32% 0.31% 502 +1,176 7.58% Q1 2026 May 01, 2026
Kilter Group LLC History Added to 16,672 865 0.37% 0.37% 503 +752 4.72% Q1 2026 May 14, 2026
Gen-Wealth Partners Inc History Reduced 16,585 861 0.27% 0.36% 504 -4,631 -21.83% Q1 2026 May 08, 2026
Milestone Asset Management Group, LLC History Added to 16,472 855 0.5% 0.42% 505 +2,328 16.46% Q1 2026 May 14, 2026
Venturi Wealth Management, LLC History Added to 16,457 854 0.04% 0.03% 506 +1,751 11.91% Q1 2026 Apr 21, 2026
Balboa Wealth Partners History Added to 16,219 842 0.14% 0.09% 507 +6,166 61.33% Q1 2026 Apr 16, 2026
STRATEGY ASSET MANAGERS LLC History Added to 16,191 840 0.14% 0.13% 508 +1,387 9.37% Q1 2026 May 12, 2026
Yukon Wealth Management, Inc. History Added to 16,121 837 0.5% 0.42% 509 +2,227 16.03% Q1 2026 Apr 30, 2026
Waterfront Wealth Inc. History Reduced 16,036 832 0.15% 0.17% 510 -1,031 -6.04% Q1 2026 Apr 30, 2026
CRA Financial Services, LLC History Added to 16,013 831 0.11% 0.11% 511 +168 1.06% Q1 2026 Apr 09, 2026
REGIMEN WEALTH, LLC History Reduced 15,971 829 0.24% 0.31% 512 -3,796 -19.2% Q1 2026 May 07, 2026
JFS WEALTH ADVISORS, LLC History Added to 15,746 817 0.05% 0.02% 513 +9,356 146.42% Q1 2026 Apr 20, 2026
Clear Creek Financial Management, LLC History Added to 15,624 811 0.06% 0.02% 514 +11,533 281.91% Q1 2026 Apr 22, 2026
BUSH INVESTMENT GROUP, LLC History No change 15,277 806 0.45% 0.45% 515 0 0.0% Q4 2025 Mar 05, 2026
VestGen Advisors, LLC History Added to 15,423 805 0.02% 0.02% 516 +8,658 127.98% Q1 2026 May 14, 2026
Heritage Family Offices, LLP History Reduced 15,497 804 0.36% 0.57% 517 -8,250 -34.74% Q1 2026 Apr 08, 2026
Brookwood Investment Group LLC History Added to 15,467 803 0.1% 0.07% 518 +4,590 42.2% Q1 2026 May 04, 2026
Portfolio Resources Advisor Group, Inc. History Reduced 15,445 802 0.8% 0.97% 519 -2,983 -16.19% Q1 2026 Apr 14, 2026
MGB Wealth Management, LLC History No change 15,100 796 0.23% 0.23% 520 0 0.0% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 15,122 785 0.03% 0.01% 522 +8,482 127.74% Q1 2026 May 07, 2026
HANCOCK WHITNEY CORP History Reduced 15,008 785 0.01% 0.01% 521 -354 -2.3% Q1 2026 May 15, 2026
Capital Investment Management, Inc. History Reduced 15,047 781 0.27% 0.33% 524 -3,102 -17.09% Q1 2026 Apr 22, 2026
Sandy Cove Advisors, LLC History Added to 15,042 781 0.23% 0.23% 523 +123 0.82% Q1 2026 May 05, 2026
SAX WEALTH ADVISORS, LLC History No change 14,666 773 0.04% 0.04% 525 0 0.0% Q1 2026 Apr 08, 2026
PINNACLE ASSOCIATES LTD History Added to 14,627 759 0.01% 0.01% 526 +1,732 13.43% Q1 2026 Apr 21, 2026
REICON WEALTH ADVISORS, LLC History Reduced 14,589 757 0.57% 0.63% 527 -1,943 -11.75% Q1 2026 May 08, 2026
First Growth Capital LLC History New 14,252 738 0.67% — 528 +14,252 New Q1 2026 May 04, 2026
Maia Wealth LLC History Reduced 14,080 731 0.12% 0.14% 529 -1,235 -8.06% Q1 2026 May 08, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 14,565 725 0.05% — 530 +14,565 New Q1 2026 May 12, 2026
Vision Retirement, LLC History Reduced 13,666 709 0.2% 0.2% 531 -714 -4.97% Q1 2026 May 07, 2026
Capital Investment Advisors, LLC History Reduced 13,480 700 0.01% 0.01% 532 -1,055 -7.26% Q1 2026 Apr 17, 2026
Cassaday & Co Wealth Management LLC History No change 13,475 699 0.01% 0.01% 533 0 0.0% Q1 2026 May 07, 2026
PFG Investments, LLC History Added to 13,446 698 0.03% 0.03% 534 +1,314 10.83% Q1 2026 Apr 27, 2026
Asempa Wealth Advisors History Added to 13,319 690 0.6% 0.6% 535 +121 0.92% Q1 2026 Apr 08, 2026
Sowell Financial Services LLC History Reduced 13,121 681 0.03% 0.03% 536 -4,191 -24.21% Q1 2026 Apr 20, 2026
Gladstone Institutional Advisory LLC History Reduced 13,021 676 0.03% 0.04% 537 -6,115 -31.96% Q1 2026 May 14, 2026
Lido Advisors, LLC History Added to 12,975 673 0.0% 0.0% 538 +4,376 50.89% Q1 2026 May 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 12,700 659 0.36% 0.29% 539 +2,650 26.37% Q1 2026 May 12, 2026
Endowment Wealth Management, Inc. History Added to 12,549 651 0.29% 0.29% 540 +775 6.58% Q1 2026 May 08, 2026
MidFirst Bank History No change 12,500 649 0.05% 0.05% 541 0 0.0% Q1 2026 May 15, 2026
MidAtlantic Capital Management, Inc. History Added to 12,396 643 0.44% 0.27% 544 +4,405 55.12% Q1 2026 May 07, 2026
Latitude Advisors, LLC History Added to 12,399 643 0.29% 0.23% 542 +2,540 25.76% Q1 2026 Apr 27, 2026
Smartleaf Asset Management LLC History Reduced 12,435 643 0.02% 0.03% 543 -1,961 -13.62% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Added to 12,141 630 0.0% 0.01% 545 +75 0.62% Q1 2026 May 01, 2026
Raab & Moskowitz Asset Management LLC History Added to 12,060 626 0.14% 0.13% 546 +620 5.42% Q1 2026 May 21, 2026
RiverTree Advisors, LLC History New 11,884 617 0.39% — 548 +11,884 New Q1 2026 Apr 20, 2026
GatePass Capital, LLC History Added to 11,897 617 0.29% 0.3% 547 +739 6.62% Q1 2026 May 06, 2026
Signal Advisors Wealth, LLC History Reduced 11,868 616 0.04% 0.06% 549 -3,488 -22.71% Q1 2026 Apr 17, 2026
EFG International AG History New 11,815 613 0.01% — 550 +11,815 New Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History Reduced 11,675 606 0.03% 0.03% 551 -208 -1.75% Q1 2026 Apr 17, 2026
Financial Partners Group, Inc History Added to 11,536 599 0.07% 0.07% 552 +561 5.11% Q1 2026 Apr 10, 2026
Geneos Wealth Management Inc. History Added to 11,402 592 0.01% 0.01% 553 +1,320 13.09% Q1 2026 May 04, 2026
NWAM LLC History Added to 11,366 590 0.03% 0.03% 554 +679 6.35% Q1 2026 May 04, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 11,317 587 0.15% 0.07% 555 +5,670 100.41% Q1 2026 Apr 17, 2026
SUTTON PLACE INVESTORS LLC History Reduced 11,314 587 0.32% 0.4% 556 -2,437 -17.72% Q1 2026 Apr 22, 2026
Resurgent Financial Advisors LLC History Reduced 11,287 586 0.21% 0.32% 557 -1,011 -8.22% Q1 2026 May 12, 2026
ASL Financial, LLC History Added to 11,258 584 0.47% 0.42% 558 +1,181 11.72% Q1 2026 Apr 09, 2026
RW Investment Management LLC History New 11,238 583 0.06% — 560 +11,238 New Q1 2026 Apr 28, 2026
Lantern Wealth Advisors, LLC History Reduced 11,235 583 0.3% 0.35% 559 -1,413 -11.17% Q1 2026 May 13, 2026
Richmond Investment Services, LLC History Added to 11,172 580 0.09% 0.1% 561 +478 4.47% Q1 2026 Apr 29, 2026
LexAurum Advisors, LLC History New 11,166 579 0.08% — 562 +11,166 New Q1 2026 Apr 13, 2026
PKS Advisory Services, LLC History Added to 11,082 575 0.13% 0.12% 563 +741 7.17% Q1 2026 May 13, 2026
WORLD EQUITY GROUP, INC. History Added to 11,030 572 0.15% 0.1% 564 +4,510 69.17% Q1 2026 May 06, 2026
LongView Wealth Management History Added to 10,864 568 0.14% 0.1% 565 +2,873 35.95% Q1 2026 Apr 15, 2026
WEDBUSH SECURITIES INC History Added to 10,910 567 0.02% 0.02% 566 +1,006 10.16% Q1 2026 Apr 21, 2026
Juno Financial Group LLC History Reduced 10,877 564 0.22% 3.83% 567 -170,430 -94.0% Q1 2026 May 06, 2026
PDS Planning, Inc History Added to 10,702 555 0.04% 0.03% 568 +778 7.84% Q1 2026 Apr 21, 2026
Pinnacle Financial Group, LLC / IL History Added to 10,632 552 0.15% 0.13% 569 +2,150 25.35% Q1 2026 May 13, 2026
STEVENS CAPITAL PARTNERS History Reduced 10,614 551 0.13% 0.18% 570 -2,072 -16.33% Q1 2026 Apr 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 10,570 548 0.02% 0.01% 571 +5,143 94.77% Q1 2026 May 14, 2026
CoreCap Advisors, LLC History Reduced 10,490 544 0.02% 0.02% 572 -1,130 -9.72% Q1 2026 Apr 07, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 10,457 543 0.18% 0.2% 573 +131 1.27% Q1 2026 May 12, 2026
Rossby Financial, LCC History Added to 10,465 541 0.11% 0.01% 574 +10,130 3023.88% Q1 2026 May 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 10,369 538 0.09% 0.03% 575 +7,438 253.77% Q1 2026 May 06, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 10,284 534 0.96% 0.67% 576 +3,701 56.22% Q1 2026 Apr 14, 2026
Richard P Slaughter Associates Inc History Reduced 10,270 533 0.12% 0.24% 577 -11,611 -53.06% Q1 2026 Apr 13, 2026
Skyline Advisors, Inc. History New 10,231 531 0.19% — 578 +10,231 New Q1 2026 Apr 20, 2026
Oregon Pacific Wealth Management, LLC History Added to 10,217 530 0.55% 0.45% 579 +1,870 22.4% Q1 2026 Apr 23, 2026
ORG Partners LLC History No change 10,010 528 0.09% 0.09% 580 0 0.0% Q4 2025 Jan 14, 2026
M Holdings Securities, Inc. History Reduced 10,081 525 0.04% 0.04% 581 -1,138 -10.14% Q1 2026 May 12, 2026
Retirement Wealth Solutions LLC History Reduced 10,053 522 0.33% 0.38% 582 -1,285 -11.33% Q1 2026 Apr 07, 2026
Ameritas Advisory Services, LLC History Added to 10,019 520 0.02% 0.01% 583 +5,585 125.96% Q1 2026 May 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 9,925 515 0.04% 0.04% 584 0 0.0% Q1 2026 Apr 20, 2026
Avory & Company, LLC History New 9,875 512 0.66% — 585 +9,875 New Q1 2026 Apr 29, 2026
Merkkuri Wealth Advisors LLC History Reduced 9,737 505 0.33% 0.45% 586 -2,885 -22.86% Q1 2026 Apr 21, 2026
Parkway Wealth Management Group, LLC History Added to 9,674 505 0.06% 0.07% 587 +313 3.34% Q1 2026 Apr 20, 2026
Cascades Capital Asset Management, LLC History Added to 9,710 504 0.21% 0.19% 588 +1,025 11.8% Q1 2026 May 15, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 9,590 498 0.22% 0.31% 589 -3,175 -24.87% Q1 2026 May 15, 2026
Empirical Asset Management, LLC History Added to 9,459 491 0.13% 0.14% 590 +156 1.68% Q1 2026 May 11, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 9,364 486 0.13% 0.09% 591 +2,049 28.01% Q1 2026 May 11, 2026
Magnolia Private Wealth, LLC History New 9,356 485 0.32% — 592 +9,356 New Q1 2026 Apr 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 9,308 483 0.01% 0.01% 593 +2,557 37.88% Q1 2026 May 11, 2026
FLP Wealth Management, LLC History Reduced 9,294 482 0.99% 1.29% 594 -1,006 -9.77% Q1 2026 Apr 28, 2026
Catalina Capital Group, LLC History Reduced 9,269 481 0.29% 0.33% 595 -1,192 -11.39% Q1 2026 Apr 23, 2026
Aspire Private Capital, LLC History Reduced 9,151 475 0.11% 0.14% 596 -2,551 -21.8% Q1 2026 Apr 22, 2026
MATHER GROUP, LLC. History Added to 9,135 474 0.0% 0.0% 597 +2,245 32.58% Q1 2026 Apr 13, 2026
BLALOCK WILLIAMS, LLC History Added to 8,978 466 0.36% 0.31% 598 +1,678 22.99% Q1 2026 May 14, 2026
Fortis Advisors, LLC History Added to 8,945 464 0.23% 0.19% 599 +2,380 36.25% Q1 2026 May 14, 2026
Madson Wealth Advisors Inc History New 8,872 460 0.38% — 602 +8,872 New Q1 2026 Apr 21, 2026
Secure Asset Management, LLC History Added to 8,864 460 0.07% 0.07% 600 +404 4.78% Q1 2026 Apr 09, 2026
Willis Johnson & Associates, Inc. History No change 8,871 460 0.03% 0.03% 601 0 0.0% Q1 2026 Apr 23, 2026
Payne Capital LLC History Added to 8,782 456 0.42% 0.23% 603 +4,455 102.96% Q1 2026 Apr 20, 2026
Northwest Capital Management Inc History No change 8,601 453 1.96% 1.96% 604 0 0.0% Q4 2025 Jan 26, 2026
Roxbury Financial LLC History Added to 8,668 450 0.4% 0.31% 605 +2,139 32.76% Q1 2026 Apr 17, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 8,663 449 0.14% 0.11% 606 -1,471 -14.52% Q1 2026 May 12, 2026
MONEYWISE, INC. History Reduced 8,599 446 0.19% 0.19% 607 -157 -1.79% Q1 2026 Apr 27, 2026
Syntegra Private Wealth Group, LLC History Reduced 8,575 445 0.04% 0.05% 608 -923 -9.72% Q1 2026 Apr 27, 2026
CITIGROUP INC History New 8,563 444 0.0% — 609 +8,563 New Q1 2026 May 11, 2026
WealthTrak Capital Management LLC History Reduced 8,454 439 0.31% 0.37% 610 -1,238 -12.77% Q1 2026 May 12, 2026
OMNI 360 Wealth, Inc. History Reduced 8,314 431 0.22% 0.28% 611 -2,065 -19.9% Q1 2026 Apr 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 8,267 429 0.11% 0.16% 612 -2,852 -25.65% Q1 2026 Apr 29, 2026
Fiduciary Alliance LLC History Added to 8,171 428 0.03% 0.03% 613 +321 4.09% Q1 2026 Apr 20, 2026
GC Wealth Management RIA, LLC History New 8,235 427 0.02% — 614 +8,235 New Q1 2026 May 14, 2026
Per Stirling Capital Management, LLC. History Added to 8,150 423 0.05% 0.05% 615 +73 0.9% Q1 2026 May 11, 2026
ADVISORTRUST PARTNERS, LLC History Reduced 7,803 405 0.17% 0.3% 616 -4,970 -38.91% Q1 2026 May 06, 2026
KELLEHER FINANCIAL ADVISORS History Added to 7,743 402 0.1% 0.09% 617 +187 2.47% Q1 2026 May 08, 2026
Pullen Investment Management, LLC History Added to 7,758 402 0.2% 0.21% 618 +46 0.6% Q1 2026 Apr 15, 2026
JPL Wealth Management, LLC History New 7,741 401 0.09% — 619 +7,741 New Q1 2026 May 08, 2026
Oak Grove Capital LLC History No change 7,700 399 0.03% 0.05% 620 0 0.0% Q1 2026 May 13, 2026
SWMG, LLC History Reduced 7,637 396 0.11% 0.15% 621 -2,483 -24.54% Q1 2026 Apr 24, 2026
Vigil Wealth Management, LLC History No change 7,399 384 0.31% 0.32% 622 0 0.0% Q1 2026 Apr 21, 2026
US BANCORP \DE\ History Reduced 7,388 383 0.0% 0.02% 623 -310,260 -97.67% Q1 2026 May 14, 2026
Inspire Advisors, LLC History New 7,374 382 0.03% — 624 +7,374 New Q1 2026 May 15, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 7,341 381 0.12% 0.1% 625 +1,819 32.94% Q1 2026 May 13, 2026
Adalta Capital Management LLC History New 7,300 379 0.18% — 626 +7,300 New Q1 2026 May 15, 2026
Winthrop Advisory Group LLC History Reduced 7,288 378 0.03% 0.04% 627 -1,559 -17.62% Q1 2026 Apr 13, 2026
Procyon Advisors, LLC History Added to 7,275 377 0.02% 0.02% 628 +252 3.59% Q1 2026 May 04, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 7,222 375 0.01% 0.0% 629 +4,183 137.64% Q1 2026 May 01, 2026
Capital Asset Managemnet, LLC History Reduced 7,229 375 0.42% 0.54% 631 -1,991 -21.59% Q1 2026 Apr 14, 2026
W ADVISORS, LLC History Reduced 7,234 375 0.19% 0.24% 630 -1,666 -18.72% Q1 2026 Apr 29, 2026
Essex Financial Services, Inc. History Added to 7,108 369 0.02% 0.02% 632 +427 6.39% Q1 2026 Apr 24, 2026
Cooper Financial Group History Added to 6,971 362 0.04% 0.03% 633 +1,330 23.58% Q1 2026 Apr 07, 2026
Sellwood Investment Partners LLC History Reduced 6,938 360 0.14% 0.15% 634 -132 -1.87% Q1 2026 Apr 23, 2026
Commonwealth Financial Services, LLC History New 6,930 359 0.06% — 635 +6,930 New Q1 2026 May 07, 2026
XTX Topco Ltd History Added to 6,909 358 0.01% 0.01% 636 +1,900 37.93% Q1 2026 May 15, 2026
JOHNSON INVESTMENT COUNSEL INC History New 6,879 357 0.0% — 637 +6,879 New Q1 2026 May 01, 2026
Perennial Investment Advisors, LLC History Added to 6,858 356 0.03% 0.02% 638 +911 15.32% Q1 2026 May 15, 2026
LAM GROUP, INC. History Added to 6,805 353 0.19% 0.16% 639 +1,575 30.11% Q1 2026 Apr 22, 2026
United Advisor Group, LLC History Added to 6,695 347 0.04% 0.04% 640 +311 4.87% Q1 2026 Apr 17, 2026
Hexagon Capital Partners LLC History New 6,571 341 0.05% — 641 +6,571 New Q1 2026 May 04, 2026
VestGen Investment Management History Reduced 6,342 329 0.18% 0.25% 642 -2,038 -24.32% Q1 2026 May 12, 2026
Wells Financial Advisors INC History Reduced 6,319 328 1.49% 1.36% 643 -7,260 -53.46% Q1 2026 May 07, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 6,236 323 0.01% 0.01% 644 -387 -5.84% Q1 2026 Apr 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 6,211 322 0.0% 0.01% 645 -1,488 -19.33% Q1 2026 May 08, 2026
Continuum Advisory, LLC History Reduced 6,203 322 0.03% 0.04% 646 -1,228 -16.53% Q1 2026 Apr 22, 2026
Aptus Capital Advisors, LLC History Added to 6,136 318 0.0% 0.0% 647 +765 14.24% Q1 2026 May 11, 2026
E&G Advisors, LP History Reduced 6,090 316 0.07% 0.07% 648 -60 -0.98% Q1 2026 Apr 21, 2026
REGIONS FINANCIAL CORP History Added to 6,027 312 0.0% 0.0% 649 +2,227 58.61% Q1 2026 May 05, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Added to 5,938 308 0.21% 0.21% 650 +164 2.84% Q1 2026 Apr 30, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 5,889 305 0.29% 0.29% 651 +2 0.03% Q1 2026 May 06, 2026
FLAGSTAR ADVISORS INC History Reduced 5,866 304 0.11% 0.11% 652 -566 -8.8% Q1 2026 May 12, 2026
Legacy Wealth Partners, LLC History Reduced 5,816 302 0.08% 0.09% 653 -786 -11.91% Q1 2026 Apr 17, 2026
Commerce Advisors, LLC History New 5,795 300 0.25% — 654 +5,795 New Q1 2026 May 12, 2026
Golden State Wealth Management, LLC History Added to 5,736 297 0.03% 0.02% 655 +1,702 42.19% Q1 2026 Apr 28, 2026
NOVEM GROUP History New 5,458 283 0.03% — 656 +5,458 New Q1 2026 Apr 10, 2026
Hobbs Wealth Management, LLC History Reduced 5,425 281 0.28% 0.33% 657 -989 -15.42% Q1 2026 Apr 28, 2026
Legacy Capital Group California, Inc. History Reduced 5,383 279 0.11% 0.07% 658 -391 -6.77% Q1 2026 May 04, 2026
SONATA CAPITAL GROUP INC History Added to 5,370 278 0.1% 0.08% 659 +1,335 33.09% Q1 2026 Apr 30, 2026
REGATTA CAPITAL GROUP, LLC History No change 5,353 277 0.04% 0.04% 660 0 0.0% Q1 2026 Apr 15, 2026
Pathway Financial Advisors LLC History New 5,315 275 0.03% — 661 +5,315 New Q1 2026 Apr 07, 2026
ETF Store, Inc. History Reduced 5,254 272 0.26% 0.29% 662 -83 -1.56% Q1 2026 Apr 30, 2026
McKinley Carter Wealth Services, Inc. History Reduced 5,237 271 0.02% 0.07% 663 -17,472 -76.94% Q1 2026 Apr 20, 2026
Blue Capital, Inc. History Added to 5,180 268 0.18% 0.19% 664 +36 0.7% Q1 2026 Apr 24, 2026
Pinnacle Family Advisors, LLC History Reduced 5,145 267 0.13% 0.15% 665 -1,203 -18.95% Q1 2026 May 14, 2026
Lewis Asset Management, LLC History Added to 5,108 265 0.11% 0.1% 666 +517 11.26% Q1 2026 Apr 21, 2026
Chokshi & Queen Wealth Advisors, Inc History New 5,100 264 0.14% — 667 +5,100 New Q1 2026 May 15, 2026
Gilliland Jeter Wealth Management LLC History Reduced 5,066 263 0.08% 0.1% 668 -1,197 -19.11% Q1 2026 Apr 24, 2026
OneAscent Financial Services LLC History Added to 4,975 258 0.01% 0.02% 669 +763 18.11% Q1 2026 Apr 21, 2026
National Wealth Management Group, LLC History New 4,967 257 0.1% — 671 +4,967 New Q1 2026 May 11, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 4,964 257 0.05% 0.04% 670 +705 16.55% Q1 2026 Apr 29, 2026
NATIONAL BANK OF CANADA /FI/ History New 4,930 255 0.0% — 672 +4,930 New Q1 2026 May 14, 2026
Elevation Wealth Management LLC History Added to 4,876 253 0.23% 0.24% 673 +189 4.03% Q1 2026 May 11, 2026
Cherry Creek Investment Advisors, Inc. History Added to 4,861 252 0.11% 0.11% 674 +36 0.75% Q1 2026 Apr 30, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 4,848 251 0.06% 0.06% 676 +998 25.92% Q1 2026 May 07, 2026
Ascension Capital Advisors, Inc. History Added to 4,847 251 0.08% 0.08% 675 +463 10.56% Q1 2026 May 13, 2026
Lifeworks Advisors, LLC History New 4,723 245 0.03% — 678 +4,723 New Q1 2026 May 04, 2026
TCFG Investment Advisors, LLC History New 4,723 245 0.09% — 679 +4,723 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 4,723 245 0.09% 0.1% 677 0 0.0% Q1 2026 Apr 23, 2026
Wealth Group Ltd History Reduced 4,715 244 0.06% 0.07% 680 -894 -15.94% Q1 2026 Apr 10, 2026
Chris Bulman Inc History Added to 4,588 238 0.1% 0.11% 681 +38 0.84% Q1 2026 Apr 13, 2026
CAHILL FINANCIAL ADVISORS INC History New 4,530 235 0.03% — 682 +4,530 New Q1 2026 May 12, 2026
Pacific Excel Wealth Advisors, Inc. History Added to 4,524 234 0.25% 0.41% 684 +405 9.83% Q1 2026 May 13, 2026
LANE BROTHERS & CO INC History Reduced 4,522 234 0.17% 0.18% 683 -260 -5.44% Q1 2026 May 05, 2026
Commonwealth Retirement Investments LLC History Reduced 4,500 233 0.07% 0.16% 685 -5,000 -52.63% Q1 2026 May 11, 2026
Berger Financial Group, Inc History New 4,500 233 0.01% — 686 +4,500 New Q1 2026 Apr 28, 2026
Colonial Trust Co / SC History Added to 4,419 229 0.03% 0.03% 687 +297 7.21% Q1 2026 May 12, 2026
Oasis Advisors, LLC History New 4,389 227 0.04% — 689 +4,389 New Q1 2026 May 04, 2026
Western Financial Corp/CA History Reduced 4,374 227 0.09% 0.12% 688 -1,188 -21.36% Q1 2026 Apr 22, 2026
Balefire, LLC History New 4,363 226 0.04% — 691 +4,363 New Q1 2026 May 07, 2026
Atlantic Union Bankshares Corp History Reduced 4,371 226 0.0% 0.0% 690 -150 -3.32% Q1 2026 May 12, 2026
HRT FINANCIAL LP History New 4,476 222 0.0% — 692 +4,476 New Q1 2026 May 14, 2026
Strategies Wealth Advisors, LLC History New 4,248 220 0.02% — 694 +4,248 New Q1 2026 May 15, 2026
Godfrey Financial Associates, Inc. History Added to 4,249 220 0.19% 0.15% 693 +874 25.9% Q1 2026 May 11, 2026
TRITONPOINT WEALTH, LLC History New 4,216 218 0.02% — 696 +4,216 New Q1 2026 Apr 21, 2026
Elevated Capital Advisors, LLC History Reduced 4,209 218 0.05% 0.06% 695 -328 -7.23% Q1 2026 Apr 30, 2026
Aprio Wealth Management, LLC History New 4,099 212 0.01% — 697 +4,099 New Q1 2026 May 11, 2026
LaSalle St. Investment Advisors, LLC History New 4,083 212 0.03% — 698 +4,083 New Q1 2026 May 08, 2026
Objective Capital Management, LLC History Reduced 4,044 210 0.21% 0.63% 699 -7,733 -65.66% Q1 2026 May 04, 2026
NOVUS ADVISORS, LLC History New 4,026 209 0.47% — 700 +4,026 New Q1 2026 Apr 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 4,010 208 0.0% — 701 +4,010 New Q1 2026 May 01, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 4,000 207 0.03% — 703 +4,000 New Q1 2026 Apr 29, 2026
First Financial Group Corp History Reduced 3,994 207 0.17% 0.2% 702 -391 -8.92% Q1 2026 Apr 22, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History New 3,986 206 0.12% — 704 +3,986 New Q1 2026 Apr 07, 2026
BAM Wealth Management, LLC History Reduced 3,913 203 0.15% 0.17% 705 -572 -12.75% Q1 2026 Apr 17, 2026
Spinnaker Investment Group, LLC History New 3,906 202 0.04% — 706 +3,906 New Q1 2026 Apr 08, 2026
ODonnell Financial Services, LLC History New 3,871 201 0.07% — 708 +3,871 New Q1 2026 May 07, 2026
Stirlingshire Investments, Inc. History Reduced 3,872 201 0.18% 0.22% 707 -878 -18.48% Q1 2026 May 04, 2026
Trust Co History Added to 3,823 198 0.02% 0.01% 709 +1,528 66.58% Q1 2026 Apr 13, 2026
EverSource Wealth Advisors, LLC History Reduced 3,825 198 0.01% 0.01% 710 -664 -14.79% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 3,633 188 0.0% 0.0% 711 +703 23.99% Q1 2026 May 14, 2026
FIRST HORIZON CORP History Added to 3,600 186 0.01% 0.0% 712 +1,500 71.43% Q1 2026 Apr 30, 2026
SHP Wealth Management History Reduced 3,557 184 0.01% 0.02% 713 -174 -4.66% Q1 2026 May 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 3,312 171 0.13% 0.14% 714 -23 -0.69% Q1 2026 Apr 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 2,985 155 0.01% 0.01% 715 -7 -0.23% Q1 2026 May 18, 2026
Aventus Investment Advisors, Inc. History Added to 2,851 148 0.13% 0.01% 716 +2,593 1005.04% Q1 2026 Apr 15, 2026
Lloyd Advisory Services, LLC. History Added to 2,727 141 0.04% 0.03% 717 +1,291 89.9% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 2,727 141 0.04% 0.06% 718 -1,002 -26.87% Q1 2026 May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,691 139 0.01% 0.01% 719 +14 0.52% Q1 2026 Apr 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,524 131 0.0% 0.0% 720 +589 30.44% Q1 2026 Apr 13, 2026
PROTECTIVE LIFE CORP History New 2,435 126 0.42% — 721 +2,435 New Q1 2026 May 13, 2026
Imprint Wealth LLC History Added to 2,317 120 0.55% 0.54% 722 +125 5.7% Q1 2026 May 15, 2026
KM Capital Management Ltd. History New 2,200 114 0.08% — 723 +2,200 New Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History No change 2,061 107 0.0% 0.0% 724 0 0.0% Q1 2026 Apr 29, 2026
Capital Advisor Network LLC History New 2,055 106 0.12% — 725 +2,055 New Q1 2026 May 13, 2026
BESSEMER GROUP INC History New 2,000 104 0.0% — 726 +2,000 New Q1 2026 May 06, 2026
Clean Yield Group History Added to 1,763 91 0.03% 0.0% 727 +1,729 5085.29% Q1 2026 Apr 14, 2026
Sound Income Strategies, LLC History Added to 1,741 90 0.0% 0.0% 728 +90 5.45% Q1 2026 Apr 27, 2026
Signature Equity Partners, LLC History Added to 1,634 84 0.05% 0.03% 730 +602 58.33% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 1,599 84 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Reduced 1,498 77 0.03% 0.04% 731 -342 -18.59% Q1 2026 Apr 28, 2026
TD Waterhouse Canada Inc. History Reduced 1,425 73 0.0% 0.0% 732 -22 -1.52% Q1 2026 May 12, 2026
Canton Hathaway, LLC History Added to 1,300 67 0.01% 0.01% 733 +700 116.67% Q1 2026 Apr 24, 2026
AMERIFLEX GROUP, INC. History No change 1,201 62 0.03% 0.03% 734 0 0.0% Q1 2026 May 15, 2026
CITY HOLDING CO History New 1,125 58 0.01% — 735 +1,125 New Q1 2026 Apr 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,087 56 0.0% — 736 +1,087 New Q1 2026 May 01, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,026 54 0.02% 0.02% 737 0 0.0% Q4 2025 Feb 05, 2026
Anchor Investment Management, LLC History New 1,004 52 0.0% — 738 +1,004 New Q1 2026 May 01, 2026
Financial Connections Group, Inc. History No change 1,000 51 0.02% 0.02% 739 0 0.0% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 911 47 0.0% 0.0% 740 +8 0.89% Q1 2026 May 13, 2026
Opal Wealth Advisors, LLC History New 865 44 0.01% — 742 +865 New Q1 2026 Apr 14, 2026
Clearstead Advisors, LLC History New 852 44 0.0% — 741 +852 New Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 822 42 0.0% — 743 +822 New Q1 2026 May 06, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 765 39 0.01% 0.01% 744 0 0.0% Q1 2026 Apr 27, 2026
Key Capital Management, INC History Reduced 638 33 0.02% 0.09% 745 -1,018 -61.47% Q1 2026 May 07, 2026
UMB Bank, n.a. History New 606 31 0.0% — 746 +606 New Q1 2026 May 11, 2026
Global Trust Asset Management, LLC History New 600 31 0.01% — 747 +600 New Q1 2026 Apr 23, 2026
Quest 10 Wealth Builders, Inc. History Reduced 550 28 0.02% 0.03% 748 -122 -18.15% Q1 2026 May 06, 2026
Crewe Advisors LLC History Added to 535 27 0.0% 0.0% 749 +5 0.94% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History Added to 501 26 0.0% 0.0% 750 +25 5.25% Q1 2026 May 15, 2026
Wellington Grp LLC History New 438 22 0.01% — 751 +438 New Q1 2026 May 22, 2026
Park Place Capital Corp History Reduced 407 21 0.0% 0.0% 752 -64 -13.59% Q1 2026 Apr 09, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 400 20 0.01% 0.0% 753 +200 100.0% Q1 2026 May 11, 2026
TRUST CO OF VERMONT History No change 375 19 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 16, 2026
Fourth Dimension Wealth, LLC History No change 377 19 0.01% 0.01% 755 0 0.0% Q1 2026 May 11, 2026
Measured Wealth Private Client Group, LLC History New 334 16 0.0% — 756 +334 New Q1 2026 May 13, 2026
Bangor Savings Bank History No change 307 15 0.0% 0.0% 757 0 0.0% Q1 2026 Apr 01, 2026
Nemes Rush Group LLC History No change 287 14 0.0% 0.0% 758 0 0.0% Q1 2026 Apr 21, 2026
Salomon & Ludwin, LLC History Reduced 267 13 0.0% 0.0% 759 -173 -39.32% Q1 2026 May 11, 2026
Advocate Investing Services LLC History New 231 11 0.01% — 762 +231 New Q1 2026 Apr 22, 2026
Financial Freedom, LLC History New 229 11 0.01% — 761 +229 New Q1 2026 Apr 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 220 11 0.0% 0.0% 760 +2 0.92% Q1 2026 May 07, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 201 10 0.01% 0.0% 763 +2 1.01% Q1 2026 Apr 24, 2026
High Note Wealth, LLC History No change 193 10 0.0% 0.0% 764 0 0.0% Q1 2026 May 11, 2026
Horizon Investments, LLC History New 192 9 0.0% — 767 +192 New Q1 2026 May 14, 2026
Physician Wealth Advisors, Inc. History No change 191 9 0.0% 0.0% 765 0 0.0% Q1 2026 Apr 24, 2026
Ransom Advisory, Ltd History No change 180 9 0.0% 0.0% 766 0 0.0% Q4 2025 Jan 06, 2026
NBT BANK N A /NY History Added to 150 7 0.0% 0.0% 768 +97 183.02% Q1 2026 Apr 28, 2026
Collier Financial History Added to 136 7 0.01% 0.01% 769 +1 0.74% Q1 2026 May 11, 2026
REAP Financial Group, LLC History No change 154 7 0.0% 0.0% 770 0 0.0% Q1 2026 May 11, 2026
Birchwood Financial Partners, Inc. History No change 144 7 0.01% 0.01% 771 0 0.0% Q1 2026 May 05, 2026
CULLEN/FROST BANKERS, INC. History New 121 6 0.0% — 772 +121 New Q1 2026 May 05, 2026
CURIO WEALTH, LLC History Reduced 100 5 0.0% 0.01% 774 -577 -85.23% Q1 2026 May 11, 2026
Bogart Wealth, LLC History New 113 5 0.0% — 776 +113 New Q1 2026 Apr 28, 2026
Root Financial Partners, LLC History No change 110 5 0.0% 0.0% 773 0 0.0% Q1 2026 Apr 24, 2026
Barnes Dennig Private Wealth Management LLC History No change 103 5 0.0% 0.01% 775 0 0.0% Q1 2026 Apr 22, 2026
West Branch Capital LLC History New 93 4 0.0% — 784 +93 New Q1 2026 Apr 14, 2026
Strategic Wealth Partners, Ltd. History Reduced 93 4 0.0% 0.0% 777 -56 -37.58% Q1 2026 May 12, 2026
Team Financial Group, LLC History Added to 93 4 0.0% 0.0% 781 +1 1.09% Q1 2026 May 01, 2026
Investors Research Corp History No change 93 4 0.0% 0.0% 778 0 0.0% Q1 2026 Apr 03, 2026
Archer Investment Corp History No change 83 4 0.0% 0.0% 779 0 0.0% Q1 2026 May 04, 2026
DHJJ Financial Advisors, Ltd. History No change 89 4 0.0% 0.0% 780 0 0.0% Q1 2026 Apr 09, 2026
Bank of Jackson Hole Trust History No change 94 4 0.0% 0.0% 782 0 0.0% Q1 2026 May 12, 2026
Hilton Head Capital Partners, LLC History No change 94 4 0.0% 0.0% 783 0 0.0% Q1 2026 Apr 20, 2026
Larson Financial Group LLC History No change 45 2 0.0% 0.0% 785 0 0.0% Q1 2026 May 15, 2026
Rosenberg Matthew Hamilton History No change 44 2 0.0% 0.0% 786 0 0.0% Q1 2026 Apr 06, 2026
Johnson Financial Group, Inc. History New 26 1 0.0% — 789 +26 New Q1 2026 May 07, 2026
CHELSEA COUNSEL CO History No change 26 1 0.0% 0.0% 787 0 0.0% Q1 2026 Apr 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 25 1 0.0% 0.0% 788 0 0.0% Q1 2026 Apr 30, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.2% — -122,230 -100.0% Q1 2026 May 01, 2026
Sterling Investment Advisors, Ltd. History Closed out 0 0 — 0.9% — -92,800 -100.0% Q1 2026 May 04, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.2% — -85,535 -100.0% Q1 2026 May 12, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — 1.76% — -61,350 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -60,151 -100.0% Q1 2026 May 14, 2026
HFG Advisors, Inc. History Closed out 0 0 — 0.8% — -20,884 -100.0% Q1 2026 May 08, 2026
Worth Financial Advisory Group, LLC History Closed out 0 0 — 0.52% — -20,289 -100.0% Q1 2026 May 04, 2026
RCS Financial Planning, LLC History Closed out 0 0 — 0.41% — -18,162 -100.0% Q1 2026 Apr 21, 2026
Magnus Financial Group LLC History Closed out 0 0 — 0.04% — -10,427 -100.0% Q1 2026 Apr 10, 2026
PFG Advisors History Closed out 0 0 — 0.03% — -10,187 -100.0% Q1 2026 May 05, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.07% — -9,605 -100.0% Q1 2026 May 15, 2026
WESTBOURNE INVESTMENTS, INC. History Closed out 0 0 — 0.21% — -8,550 -100.0% Q1 2026 May 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.03% — -7,800 -100.0% Q1 2026 Apr 17, 2026
CFO CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.3% — -7,717 -100.0% Q1 2026 May 04, 2026
BridgePort Financial Solutions, LLC History Closed out 0 0 — 0.09% — -6,609 -100.0% Q1 2026 Apr 16, 2026
TFB Advisors LLC History Closed out 0 0 — 0.09% — -6,223 -100.0% Q1 2026 Apr 20, 2026
Integrated Wealth Management History Closed out 0 0 — 0.33% — -5,622 -100.0% Q1 2026 Apr 22, 2026
Vantage Point Financial LLC History Closed out 0 0 — 0.1% — -5,428 -100.0% Q1 2026 May 01, 2026
PENNINGTON PARTNERS & CO., LLC History Closed out 0 0 — 0.11% — -5,100 -100.0% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -4,934 -100.0% Q1 2026 May 13, 2026
Hutchens & Kramer Investment Management Group, LLC History Closed out 0 0 — 0.09% — -4,743 -100.0% Q1 2026 Apr 15, 2026
Laird Norton Wetherby Trust Company, LLC History Closed out 0 0 — 0.01% — -4,621 -100.0% Q1 2026 May 15, 2026
BCS Wealth Management History Closed out 0 0 — 0.02% — -4,292 -100.0% Q1 2026 Apr 17, 2026
Carbahal Olsen Financial Services Group, LLC History Closed out 0 0 — 0.17% — -4,149 -100.0% Q1 2026 May 11, 2026
Quartz Partners, LLC History Closed out 0 0 — 0.08% — -3,994 -100.0% Q1 2026 May 05, 2026
B.O.S.S. Retirement Advisors, LLC History Closed out 0 0 — 0.06% — -3,883 -100.0% Q1 2026 Apr 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -3,590 -100.0% Q1 2026 Apr 28, 2026
Avion Wealth History Closed out 0 0 — 0.01% — -1,358 -100.0% Q1 2026 May 01, 2026
Realta Investment Advisors History Closed out 0 0 — 0.02% — -1,000 -100.0% Q1 2026 Apr 22, 2026
Jessup Wealth Management, Inc History Closed out 0 0 — 0.01% — -850 -100.0% Q1 2026 May 15, 2026
Eagle Bay Advisors LLC History Closed out 0 0 — 0.02% — -569 -100.0% Q1 2026 Apr 24, 2026
CENTRAL TRUST Co History Closed out 0 0 — 0.0% — -520 -100.0% Q1 2026 Apr 17, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -512 -100.0% Q1 2026 May 04, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 — 0.0% — -488 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -469 -100.0% Q1 2026 May 06, 2026
YANKCOM Partnership History Closed out 0 0 — 0.01% — -298 -100.0% Q1 2026 Apr 20, 2026
Fairway Wealth LLC History Closed out 0 0 — 0.0% — -222 -100.0% Q1 2026 Apr 23, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 — 0.0% — -169 -100.0% Q1 2026 Apr 09, 2026
POM Investment Strategies, LLC History Closed out 0 0 — 0.0% — -70 -100.0% Q1 2026 May 11, 2026
Networth Advisors, LLC History Closed out 0 0 — 0.0% — -67 -100.0% Q1 2026 Apr 22, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q1 2026 Apr 14, 2026
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -36 -100.0% Q1 2026 May 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History Closed out 0 0 — — — -18 -100.0% Q1 2026 May 01, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 — — — -12 -100.0% Q1 2026 May 04, 2026
Plante Moran Financial Advisors, LLC History No change 7 0 — — — 0 0.0% Q1 2026 May 05, 2026
United Financial Planning Group LLC History No change 14 0 — — — 0 0.0% Q1 2026 May 08, 2026