Chubb Ltd - CB

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
VANGUARD GROUP INC History No change 35,819,968 11,180,128 0.16% 0.16% 1 0 0.0% Q4 2025 Jan 29, 2026
BERKSHIRE HATHAWAY INC History No change 34,249,183 11,162,836 4.24% 3.9% 2 0 0.0% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 27,888,703 9,089,765 0.16% 0.15% 3 -383,096 -1.36% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 23,255,968 7,579,817 0.19% 4 +23,255,968 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 16,706,179 5,461,127 0.19% 0.18% 5 -138,872 -0.82% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 15,793,551 5,147,593 0.6% 0.5% 6 +845,752 5.66% Q1 2026 May 15, 2026
GQG Partners LLC History Reduced 12,418,796 4,047,660 6.42% 6.42% 7 -62,380 -0.5% Q1 2026 May 12, 2026
FMR LLC History Added to 12,222,474 3,983,671 0.21% 0.17% 8 +1,302,824 11.93% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 9,119,205 2,966,555 0.18% 0.17% 9 +235,030 2.65% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 8,932,609 2,911,405 0.15% 10 +8,932,609 New Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 6,514,984 2,146,676 0.72% 0.69% 11 -371,609 -5.4% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 6,308,944 2,056,274 0.38% 0.41% 12 -1,200,050 -15.98% Q1 2026 May 15, 2026
Capital Research Global Investors History Added to 6,297,525 2,052,549 0.32% 0.33% 13 +610,680 10.74% Q1 2026 May 13, 2026
Capital World Investors History Reduced 6,054,312 1,973,255 0.27% 0.42% 14 -3,881,554 -39.07% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 5,314,394 1,732,254 0.4% 0.35% 15 +286,152 5.69% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 5,025,601 1,637,994 0.1% 0.1% 16 -132,612 -2.57% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,908,624 1,599,867 0.12% 0.11% 17 +147,876 3.11% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 4,817,534 1,567,385 0.1% 0.1% 18 -512,518 -9.62% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,662,076 1,519,510 0.29% 0.27% 19 -36,077 -0.77% Q1 2026 May 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,067,212 1,325,554 0.41% 0.4% 20 -52,651 -1.28% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 3,840,991 1,249,858 0.57% 0.69% 21 -400,890 -9.45% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 3,578,627 1,166,381 0.15% 0.14% 22 -32,791 -0.91% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Added to 3,420,692 1,114,906 0.2% 0.11% 23 +1,457,992 74.29% Q1 2026 May 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 3,409,843 1,111,370 0.23% 0.17% 24 +861,536 33.81% Q1 2026 May 13, 2026
NORGES BANK History No change 3,464,021 1,081,190 0.12% 0.12% 25 0 0.0% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 2,998,871 977,422 0.15% 0.13% 26 +334,570 12.56% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Added to 2,929,348 954,762 0.11% 0.11% 27 +163,977 5.93% Q1 2026 May 15, 2026
Legal & General Group Plc History Added to 2,578,293 840,343 0.19% 0.17% 28 +56,598 2.24% Q1 2026 May 08, 2026
Capital International Investors History Reduced 2,345,364 764,393 0.18% 0.12% 29 -179,220 -7.1% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,287,650 745,613 0.11% 0.11% 30 +50,242 2.25% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 2,275,093 741,521 0.11% 0.11% 31 +20,593 0.91% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Added to 2,164,383 705,437 0.12% 0.09% 32 +317,776 17.21% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,152,980 701,713 0.15% 0.14% 33 +37,961 1.79% Q1 2026 May 07, 2026
VANGUARD FIDUCIARY TRUST CO History New 2,038,316 664,348 0.17% 34 +2,038,316 New Q1 2026 May 08, 2026
Nuveen, LLC History Added to 1,769,856 576,849 0.16% 0.11% 35 +454,883 34.59% Q1 2026 Apr 30, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 1,667,429 542,498 0.44% 0.35% 36 +191,356 12.96% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 1,605,984 523,438 0.37% 0.35% 37 +80,186 5.26% Q1 2026 May 13, 2026
Amundi History Reduced 1,603,392 522,593 0.14% 0.14% 38 -60,177 -3.62% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,313,022 427,953 0.23% 0.21% 39 +4,234 0.32% Q1 2026 May 04, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,305,422 425,476 0.23% 0.18% 40 +306,350 30.66% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,300,647 423,919 0.11% 0.12% 41 +51,103 4.09% Q1 2026 May 04, 2026
VIKING GLOBAL INVESTORS LP History Added to 1,295,011 422,082 1.18% 0.84% 42 +281,172 27.73% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 1,285,113 418,856 0.14% 0.14% 43 -96,930 -7.01% Q1 2026 May 06, 2026
BARCLAYS PLC History Added to 1,250,600 407,608 0.1% 0.08% 44 +131,995 11.8% Q1 2026 May 14, 2026
DAVIS SELECTED ADVISERS History Added to 1,195,391 389,618 1.79% 1.66% 45 +8,744 0.74% Q1 2026 May 07, 2026
ALTRINSIC GLOBAL ADVISORS LLC History Reduced 1,183,707 385,805 13.81% 14.68% 46 -128,227 -9.77% Q1 2026 May 15, 2026
National Pension Service History Added to 1,161,201 378,470 0.29% 0.27% 47 +12,727 1.11% Q1 2026 May 11, 2026
Beutel, Goodman & Co Ltd. History Reduced 1,157,024 377,108 2.56% 2.84% 48 -324,192 -21.89% Q1 2026 May 15, 2026
Swiss National Bank History Added to 1,097,231 357,620 0.21% 0.19% 49 +59,720 5.76% Q1 2026 May 07, 2026
FAYEZ SAROFIM & CO History Reduced 1,068,988 348,415 0.89% 0.8% 50 -2,442 -0.23% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 971,744 316,720 0.52% 0.56% 51 -83,280 -7.89% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 971,185 316,538 0.2% 0.19% 52 -54,846 -5.35% Q1 2026 Apr 30, 2026
MYCIO WEALTH PARTNERS, LLC History Reduced 950,425 309,772 61.74% 63.5% 53 -32,139 -3.27% Q1 2026 Apr 29, 2026
Troy Asset Management Ltd History Added to 874,776 285,115 8.51% 6.37% 54 +82,293 10.38% Q1 2026 May 11, 2026
Boston Partners History Added to 860,131 280,359 0.29% 0.28% 55 +3,585 0.42% Q1 2026 May 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 854,989 278,666 0.19% 0.17% 56 +54,072 6.75% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 848,391 276,516 0.16% 0.15% 57 -22,191 -2.55% Q1 2026 May 08, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 829,916 270,494 0.17% 0.2% 58 -298,832 -26.47% Q1 2026 May 06, 2026
NATIXIS ADVISORS, LLC History Added to 819,819 267,204 0.37% 0.34% 59 +61,239 8.07% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 819,509 267,122 0.25% 0.24% 60 -18,502 -2.21% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 811,620 264,531 0.14% 61 +811,620 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 779,339 254,009 0.03% 0.04% 62 -290,572 -27.16% Q1 2026 May 15, 2026
LONDON CO OF VIRGINIA History Reduced 762,617 248,569 1.53% 1.45% 63 -40,220 -5.01% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 755,940 245,932 0.13% 0.07% 64 +343,913 83.47% Q1 2026 Apr 30, 2026
Polar Capital Holdings Plc History Added to 743,748 242,409 0.86% 0.86% 65 +28,748 4.02% Q1 2026 May 15, 2026
Alphinity Investment Management Pty Ltd History Added to 704,004 229,456 4.04% 0.09% 66 +675,983 2412.42% Q1 2026 May 11, 2026
TWO SIGMA ADVISERS, LP History No change 733,693 229,000 0.45% 0.45% 67 0 0.0% Q4 2025 Feb 17, 2026
DANSKE BANK A/S History Added to 700,400 228,281 0.55% 0.48% 68 +36,895 5.56% Q1 2026 May 12, 2026
1832 Asset Management L.P. History Added to 689,666 224,782 0.21% 0.07% 69 +411,664 148.08% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 685,467 220,619 0.32% 0.17% 70 +239,387 53.66% Q1 2026 May 15, 2026
Cullen Capital Management, LLC History Reduced 674,033 219,687 2.25% 2.32% 71 -7,696 -1.13% Q1 2026 May 15, 2026
Holocene Advisors, LP History Added to 673,962 219,664 0.53% 0.35% 72 +134,729 24.99% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 665,389 216,870 0.19% 0.17% 73 +222 0.03% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 657,730 214,373 0.3% 0.28% 74 -3,600 -0.54% Q1 2026 May 06, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 652,205 212,573 1.86% 1.73% 75 +4,804 0.74% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 637,480 207,773 0.18% 76 +637,480 New Q1 2026 May 08, 2026
ProShare Advisors LLC History Reduced 624,118 203,418 0.3% 0.36% 77 -25,915 -3.99% Q1 2026 Apr 24, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 637,285 203,358 0.1% 0.0% 78 +621,104 3838.48% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 595,226 202,681 0.1% 0.11% 79 -171,033 -22.32% Q1 2026 May 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 595,883 194,216 0.3% 0.17% 80 +231,000 63.31% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 575,906 187,705 0.08% 0.06% 81 +111,686 24.06% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 570,544 185,957 0.2% 0.18% 82 -21,742 -3.67% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 569,589 185,646 0.23% 0.21% 83 -2,689 -0.47% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 548,090 178,638 0.15% 0.15% 84 -44,655 -7.53% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 546,500 178,120 0.04% 0.02% 85 +250,390 84.56% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Reduced 543,462 177,130 0.33% 0.32% 86 -44,048 -7.5% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 543,222 177,052 0.05% 0.04% 87 +29,209 5.68% Q1 2026 May 06, 2026
BANK OF MONTREAL /CAN/ History Reduced 540,035 176,013 0.07% 0.07% 88 -61,286 -10.19% Q1 2026 May 13, 2026
DnB Asset Management AS History Added to 535,992 174,695 0.62% 0.57% 89 +16,280 3.13% Q1 2026 May 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 534,858 174,326 0.37% 0.14% 90 +326,291 156.44% Q1 2026 May 01, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 521,369 169,929 0.11% 0.1% 91 +44,924 9.43% Q1 2026 May 15, 2026
Clark Capital Management Group, Inc. History Added to 521,206 169,876 1.05% 0.83% 92 +87,825 20.27% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History Reduced 520,383 169,608 0.12% 0.1% 93 -34,205 -6.17% Q1 2026 May 06, 2026
SEB Asset Management AB History New 519,939 169,463 0.72% 94 +519,939 New Q1 2026 May 07, 2026
SEI INVESTMENTS CO History Added to 505,001 164,597 0.15% 0.11% 95 +155,930 44.67% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 495,086 161,363 0.17% 0.03% 96 +407,274 463.8% Q1 2026 May 12, 2026
Davis Asset Management, L.P. History Added to 494,556 161,190 4.66% 5.03% 97 +44,556 9.9% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 484,281 157,841 0.03% 0.03% 98 -101,343 -17.31% Q1 2026 May 15, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 482,043 157,112 2.44% 2.39% 99 -28,978 -5.67% Q1 2026 Apr 01, 2026
Russell Investments Group, Ltd. History Reduced 443,382 144,471 0.16% 0.15% 100 -7,851 -1.74% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 423,812 138,132 0.2% 0.19% 101 +13,364 3.26% Q1 2026 May 15, 2026
Evercore Wealth Management, LLC History Reduced 420,570 137,076 2.16% 1.96% 102 -8,906 -2.07% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 419,029 136,574 0.09% 0.07% 103 +32,012 8.27% Q1 2026 May 15, 2026
Cannell & Spears LLC History Reduced 410,618 133,832 2.62% 2.58% 104 -30,533 -6.92% Q1 2026 May 15, 2026
Vest Financial, LLC History Added to 409,060 133,324 1.6% 1.58% 105 +8,756 2.19% Q1 2026 Apr 23, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 406,638 132,535 0.38% 0.3% 106 +46,967 13.06% Q1 2026 May 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 403,370 131,470 0.73% 0.76% 107 -234 -0.06% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History Reduced 402,757 131,270 0.64% 0.6% 108 -5,331 -1.31% Q1 2026 May 26, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 416,531 130,007 0.04% 0.08% 109 -378,335 -47.6% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History Added to 394,446 128,562 0.42% 0.38% 110 +76 0.02% Q1 2026 May 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 388,812 126,725 0.42% 0.41% 111 -3,319 -0.85% Q1 2026 May 13, 2026
WELCH & FORBES LLC History Reduced 386,756 126,055 1.63% 1.49% 112 -7,199 -1.83% Q1 2026 May 01, 2026
Korea Investment CORP History Added to 364,646 118,849 0.25% 0.2% 113 +36,854 11.24% Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History Added to 363,955 118,623 0.72% 0.69% 114 +1,034 0.28% Q1 2026 May 05, 2026
DekaBank Deutsche Girozentrale History No change 354,484 117,281 0.19% 0.17% 115 0 0.0% Q1 2026 May 07, 2026
COOKE & BIELER LP History Reduced 349,811 114,013 1.29% 1.84% 116 -215,564 -38.13% Q1 2026 May 04, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 346,451 112,712 0.19% 0.17% 117 +6,525 1.92% Q1 2026 May 11, 2026
CANADA LIFE ASSURANCE Co History Added to 338,440 110,609 0.2% 0.16% 118 +49,465 17.12% Q1 2026 May 14, 2026
Robeco Institutional Asset Management B.V. History Reduced 330,441 107,700 0.15% 0.15% 119 -7,165 -2.12% Q1 2026 Apr 21, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 318,246 103,725 0.19% 0.18% 120 -9,550 -2.91% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Added to 315,893 102,959 0.25% 0.22% 121 +5,225 1.68% Q1 2026 Apr 22, 2026
TODD ASSET MANAGEMENT LLC History Added to 311,759 101,614 1.99% 1.57% 122 +53,103 20.53% Q1 2026 May 12, 2026
AVIVA PLC History Reduced 308,715 100,619 0.17% 0.17% 123 -7,609 -2.41% Q1 2026 May 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 308,677 100,607 0.16% 0.11% 124 +106,554 52.72% Q1 2026 May 14, 2026
Boston Trust Walden Corp History Reduced 305,399 99,538 0.82% 0.77% 125 -21,956 -6.71% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 347,292 98,507 0.2% 0.17% 126 -59,073 -14.54% Q1 2026 Apr 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 290,585 94,710 0.21% 0.13% 127 +92,063 46.37% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 285,342 93,201 0.07% 0.07% 128 +20 0.01% Q1 2026 May 14, 2026
Rathbones Group PLC History Reduced 280,347 91,373 0.39% 0.41% 129 -52,294 -15.72% Q1 2026 May 12, 2026
Tidal Investments LLC History Reduced 279,581 91,123 0.19% 0.25% 130 -51,191 -15.48% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 271,683 88,550 0.18% 0.17% 131 -8,969 -3.2% Q1 2026 Apr 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 270,951 88,311 0.23% 0.22% 132 -3,690 -1.34% Q1 2026 May 11, 2026
SCHARF INVESTMENTS, LLC History Reduced 270,629 88,209 2.72% 2.63% 133 -43,007 -13.71% Q1 2026 Apr 13, 2026
Allianz Asset Management GmbH History Reduced 269,849 87,951 0.09% 0.09% 134 -13,653 -4.82% Q1 2026 May 11, 2026
Rockefeller Capital Management L.P. History Added to 268,873 87,662 0.16% 0.15% 135 +1,267 0.47% Q1 2026 May 14, 2026
Evelyn Partners Investment Management LLP History Added to 265,802 86,632 2.35% 2.28% 136 +899 0.34% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Reduced 261,882 85,355 0.38% 0.41% 137 -41,887 -13.79% Q1 2026 May 07, 2026
TD ASSET MANAGEMENT INC History Reduced 260,140 84,787 0.07% 0.07% 138 -3,580 -1.36% Q1 2026 May 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 259,587 84,607 0.66% 0.52% 139 +36,000 16.1% Q1 2026 May 04, 2026
Retirement Systems of Alabama History Reduced 256,631 83,643 0.28% 0.26% 140 -622 -0.24% Q1 2026 Apr 24, 2026
CACTI ASSET MANAGEMENT LLC History No change 255,138 83,157 5.04% 4.84% 141 0 0.0% Q1 2026 Apr 15, 2026
Mariner, LLC History Added to 251,327 81,914 0.1% 0.09% 142 +18,394 7.9% Q1 2026 May 13, 2026
PFA Pension, Forsikringsaktieselskab History Added to 249,968 81,471 0.25% 0.2% 143 +24,539 10.89% Q1 2026 Apr 28, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 251,671 80,972 0.08% 0.02% 144 +165,965 193.64% Q1 2026 May 13, 2026
DAVIS R M INC History Reduced 246,632 80,611 1.43% 1.33% 145 -1,293 -0.52% Q1 2026 May 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 245,673 80,072 0.2% 0.17% 146 +10,722 4.56% Q1 2026 May 12, 2026
HOMESTEAD ADVISERS CORP History Reduced 243,659 79,396 2.13% 2.23% 147 -26,100 -9.68% Q1 2026 May 08, 2026
TCTC Holdings, LLC History Reduced 240,743 78,465 2.23% 2.25% 148 -573 -0.24% Q1 2026 May 07, 2026
Cornerstone Investment Partners, LLC History Reduced 230,891 75,254 3.16% 2.92% 149 -10,666 -4.42% Q1 2026 May 08, 2026
CIBC Bancorp USA Inc. History New 228,833 74,616 0.1% 150 +228,833 New Q1 2026 May 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 228,438 74,270 0.95% 0.97% 151 -7,789 -3.3% Q1 2026 May 06, 2026
IEQ CAPITAL, LLC History Reduced 227,708 74,216 0.34% 0.22% 152 -12,423 -5.17% Q1 2026 May 14, 2026
APG Asset Management N.V. History Reduced 259,891 73,516 0.23% 0.2% 153 -11,313 -4.17% Q1 2026 May 13, 2026
Talaria Asset Management Pty Ltd History No change 223,300 72,780 14.69% 13.35% 154 0 0.0% Q1 2026 May 14, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Added to 222,166 72,546 3.53% 2.12% 155 +80,196 56.49% Q1 2026 May 08, 2026
Brandywine Global Investment Management, LLC History No change 231,747 72,332 0.49% 0.49% 156 0 0.0% Q4 2025 Feb 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 221,294 72,126 0.17% 0.06% 157 +146,521 195.95% Q1 2026 May 11, 2026
Calamos Advisors LLC History Added to 218,874 71,337 0.25% 0.19% 158 +57,860 35.93% Q1 2026 May 04, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 218,406 71,185 0.39% 0.36% 159 +81,660 59.72% Q1 2026 Apr 27, 2026
Swedbank AB History Reduced 216,445 70,549 0.07% 0.08% 160 -37,210 -14.67% Q1 2026 Apr 29, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 209,011 68,122 0.36% 0.31% 161 +6,267 3.09% Q1 2026 Apr 23, 2026
JANE STREET GROUP, LLC History Added to 208,882 68,080 0.01% 0.01% 162 +5,862 2.89% Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 208,605 67,990 0.11% 0.1% 163 +50,492 31.93% Q1 2026 May 15, 2026
Creative Planning History Added to 207,902 67,761 0.05% 0.04% 164 +14,084 7.27% Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 216,630 67,614 0.11% 0.11% 165 0 0.0% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 205,253 66,898 0.07% 0.07% 166 +5,753 2.88% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Reduced 204,951 66,799 0.1% 0.1% 167 -166 -0.08% Q1 2026 May 14, 2026
LGT Group Foundation History Added to 203,043 66,177 0.81% 0.69% 168 +2,894 1.45% Q1 2026 Apr 28, 2026
MACKENZIE FINANCIAL CORP History Added to 202,428 65,977 0.08% 0.06% 169 +43,830 27.64% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 202,064 65,858 0.15% 0.14% 170 +2,598 1.3% Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History New 198,886 64,862 0.2% 171 +198,886 New Q1 2026 May 08, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 197,903 64,502 2.33% 2.14% 172 +7,545 3.96% Q1 2026 Apr 24, 2026
KLP KAPITALFORVALTNING AS History Added to 197,202 64,484 0.25% 0.23% 173 +7,040 3.7% Q1 2026 Apr 29, 2026
Midwest Trust Co History Reduced 196,861 64,162 0.8% 0.77% 174 -39 -0.02% Q1 2026 May 01, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 192,182 62,824 8.82% 9.57% 175 -843 -0.44% Q1 2026 Apr 30, 2026
STRS OHIO History Reduced 190,997 62,251 0.25% 0.26% 176 -32,828 -14.67% Q1 2026 Apr 24, 2026
FIRST MANHATTAN CO. LLC. History Reduced 188,079 61,473 0.17% 0.17% 177 -13,772 -6.82% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 186,156 60,673 0.18% 178 +186,156 New Q1 2026 May 08, 2026
&PARTNERS History Reduced 185,242 60,342 0.3% 0.31% 179 -3,175 -1.69% Q1 2026 May 15, 2026
Chevy Chase Trust Holdings, LLC History Reduced 182,342 59,430 0.17% 0.16% 180 -7,043 -3.72% Q1 2026 May 15, 2026
Asset Management One Co., Ltd. History Reduced 179,023 58,348 0.17% 0.17% 181 -15,186 -7.82% Q1 2026 May 08, 2026
Oldfield Partners LLP History Added to 176,600 57,559 14.63% 15.62% 182 +100 0.06% Q1 2026 Apr 29, 2026
Cetera Investment Advisers History Added to 174,763 56,960 0.06% 0.06% 183 +11,224 6.86% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 174,712 56,943 0.08% 0.07% 184 -4,047 -2.26% Q1 2026 Apr 27, 2026
CIBC Asset Management Inc History Added to 174,599 56,907 0.14% 0.09% 185 +54,220 45.04% Q1 2026 May 12, 2026
FIFTH THIRD BANCORP History Added to 171,432 55,874 0.1% 0.17% 186 +153 0.09% Q1 2026 May 01, 2026
Pictet Asset Management Holding SA History Reduced 169,121 55,120 0.06% 0.06% 187 -36,392 -17.71% Q1 2026 Apr 22, 2026
UNIO CAPITAL LLC History Reduced 168,743 54,998 11.79% 11.8% 188 -32,239 -16.04% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 167,371 54,551 0.02% 0.02% 189 +16,690 11.08% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 161,805 52,737 0.09% 0.08% 190 +9,542 6.27% Q1 2026 May 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 158,459 51,646 0.16% 0.12% 191 +39,242 32.92% Q1 2026 May 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 158,094 51,501 0.06% 0.06% 192 +93 0.06% Q1 2026 May 14, 2026
Treasurer of the State of North Carolina History Added to 156,479 51,001 0.16% 0.15% 193 +3,335 2.18% Q1 2026 May 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 155,565 50,703 2.75% 2.59% 194 -2,042 -1.3% Q1 2026 May 12, 2026
Carnegie Investment Counsel History Added to 160,792 50,603 0.99% 0.9% 195 +4,967 3.19% Q1 2026 May 01, 2026
MAI Capital Management History Added to 154,147 50,241 0.28% 0.27% 196 +1,928 1.27% Q1 2026 May 15, 2026
Willis Investment Counsel History Added to 153,791 50,125 2.74% 2.47% 197 +370 0.24% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 148,833 48,509 0.16% 0.14% 198 +499 0.34% Q1 2026 May 14, 2026
GRANDFIELD & DODD, LLC History Reduced 147,754 48,157 2.72% 2.66% 199 -2,472 -1.65% Q1 2026 May 07, 2026
Allspring Global Investments Holdings, LLC History Added to 146,995 48,091 0.08% 0.06% 200 +31,855 27.67% Q1 2026 May 05, 2026
ASR Vermogensbeheer N.V. History Added to 146,927 47,886 0.56% 0.52% 201 +3,561 2.48% Q1 2026 Apr 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 146,741 47,827 0.35% 0.29% 202 +10,132 7.42% Q1 2026 May 15, 2026
Mn Services Vermogensbeheer B.V. History Reduced 146,353 47,701 0.31% 0.28% 203 -1,100 -0.75% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Added to 143,901 46,923 0.07% 0.04% 204 +50,794 54.55% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 143,065 46,682 0.05% 0.05% 205 +2,835 2.02% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Added to 138,288 45,072 0.07% 0.0% 206 +127,492 1180.92% Q1 2026 Apr 20, 2026
TD Waterhouse Canada Inc. History Added to 137,354 44,876 0.13% 0.09% 207 +89,315 185.92% Q1 2026 May 12, 2026
State of Tennessee, Department of Treasury History Added to 132,444 43,167 0.15% 0.13% 208 +2,913 2.25% Q1 2026 May 15, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Reduced 131,754 42,942 2.48% 2.29% 209 -2,548 -1.9% Q1 2026 Apr 14, 2026
Steward Partners Investment Advisory, LLC History Added to 129,303 42,143 0.21% 0.18% 210 +24,434 23.3% Q1 2026 May 08, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 128,652 41,931 1.8% 1.76% 211 +313 0.24% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History Reduced 128,427 41,858 0.16% 0.15% 212 -950 -0.73% Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 127,095 41,424 0.06% 0.05% 213 +26,247 26.03% Q1 2026 May 15, 2026
WestEnd Advisors, LLC History Reduced 124,656 40,630 0.98% 0.95% 214 -6,232 -4.76% Q1 2026 Apr 22, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 122,845 40,038 0.06% 0.08% 215 -37,623 -23.45% Q1 2026 May 14, 2026
COUNTRY TRUST BANK History Reduced 119,151 38,834 0.74% 0.73% 216 -10,485 -8.09% Q1 2026 Apr 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 117,617 38,334 0.44% 0.45% 217 -773 -0.65% Q1 2026 Apr 23, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 117,429 38,274 1.83% 1.8% 218 -815 -0.69% Q1 2026 Apr 27, 2026
Handelsbanken Fonder AB History Reduced 116,945 38,116 0.13% 0.11% 219 -1,855 -1.56% Q1 2026 Apr 28, 2026
Capital International, Inc./CA/ History Reduced 116,684 38,030 0.29% 0.42% 220 -55,943 -32.41% Q1 2026 May 13, 2026
Freestone Grove Partners LP History New 116,143 37,854 0.27% 221 +116,143 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 115,969 37,797 0.04% 0.02% 222 +51,415 79.65% Q1 2026 May 15, 2026
Resona Asset Management Co.,Ltd. History Added to 114,250 37,237 0.19% 0.17% 223 +406 0.36% Q1 2026 Apr 29, 2026
Tredje AP-fonden History Added to 113,610 37,028 0.2% 0.12% 224 +63,247 125.58% Q1 2026 May 12, 2026
SIT INVESTMENT ASSOCIATES INC History No change 111,885 36,467 0.74% 0.7% 225 0 0.0% Q1 2026 May 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 111,531 36,351 0.54% 0.51% 226 -235 -0.21% Q1 2026 May 12, 2026
COMMERCE BANK History Reduced 111,496 36,339 0.18% 0.2% 227 -5,018 -4.31% Q1 2026 May 11, 2026
CWM, LLC History Added to 110,012 35,856 0.09% 0.09% 228 +6,336 6.11% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 107,399 35,004 0.15% 0.09% 229 +24,047 28.85% Q1 2026 Apr 30, 2026
CAMBIAR INVESTORS LLC History Reduced 106,782 34,803 1.61% 2.09% 230 -43,027 -28.72% Q1 2026 May 12, 2026
Aristotle Atlantic Partners, LLC History Reduced 105,827 34,492 1.61% 1.56% 231 -3,650 -3.33% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 104,529 34,069 1.28% 1.14% 232 -2,826 -2.63% Q1 2026 May 15, 2026
ST GERMAIN D J CO INC History Reduced 103,862 33,851 1.34% 1.28% 233 -2,136 -2.02% Q1 2026 Apr 13, 2026
Gillson Capital LP History Reduced 102,659 33,460 2.74% 4.09% 234 -97,546 -48.72% Q1 2026 May 15, 2026
Chesley Taft & Associates LLC History Added to 102,571 33,430 1.4% 1.26% 235 +144 0.14% Q1 2026 Apr 13, 2026
Arizona State Retirement System History Reduced 102,432 33,385 0.2% 0.18% 236 -4,639 -4.33% Q1 2026 May 01, 2026
Gotham Asset Management, LLC History Added to 102,260 33,329 0.1% 0.11% 237 +9,510 10.25% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 102,156 33,308 0.13% 0.12% 239 +3,695 3.75% Q1 2026 May 11, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 102,196 33,308 1.31% 1.21% 238 -1,543 -1.49% Q1 2026 May 12, 2026
KBC Group NV History Added to 101,636 33,126 0.08% 0.07% 240 +1,588 1.59% Q1 2026 May 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 101,569 33,104 0.16% 0.17% 241 +4,433 4.56% Q1 2026 May 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 101,160 33,073 0.03% 0.03% 242 +10,949 12.14% Q1 2026 May 14, 2026
Capital International Sarl History Reduced 99,505 32,431 0.53% 0.83% 243 -65,982 -39.87% Q1 2026 May 13, 2026
Callahan Advisors, LLC History Added to 99,365 32,386 2.7% 2.5% 244 +1,987 2.04% Q1 2026 May 12, 2026
Czech National Bank History Added to 99,059 32,286 0.21% 0.2% 245 +2,549 2.64% Q1 2026 Apr 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 98,089 32,063 1.27% 1.17% 246 +96 0.1% Q1 2026 Apr 14, 2026
NewEdge Advisors, LLC History Reduced 96,634 31,495 0.11% 0.12% 247 -6,829 -6.6% Q1 2026 Jun 02, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 95,896 31,255 0.85% 0.79% 248 -2,812 -2.85% Q1 2026 Apr 13, 2026
Advisors Capital Management, LLC History Added to 95,339 31,073 0.36% 0.33% 249 +5,062 5.61% Q1 2026 May 01, 2026
ASSETMARK, INC History Reduced 95,240 31,041 0.06% 0.06% 250 -831 -0.86% Q1 2026 May 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 94,987 30,959 0.16% 0.15% 251 -800 -0.84% Q1 2026 May 04, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 93,010 30,260 0.07% 0.01% 252 +71,486 332.12% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 91,760 29,907 0.05% 0.05% 253 +7,160 8.46% Q1 2026 May 14, 2026
Philip James Wealth Mangement, LLC History Added to 91,299 29,756 3.42% 2.32% 254 +27,099 42.21% Q1 2026 Apr 28, 2026
AMERICAN CENTURY COMPANIES INC History Added to 89,823 29,276 0.02% 0.01% 255 +2,930 3.37% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 89,685 29,231 0.03% 0.02% 256 -3,158 -3.4% Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 89,656 29,221 0.04% 0.03% 257 +7,302 8.87% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Added to 88,870 28,965 0.08% 0.09% 258 +2,685 3.12% Q1 2026 May 13, 2026
Vontobel Holding Ltd. History Added to 88,857 28,961 0.1% 0.07% 259 +20,567 30.12% Q1 2026 May 08, 2026
Rafferty Asset Management, LLC History Reduced 88,428 28,821 0.12% 0.12% 260 -23,218 -20.8% Q1 2026 May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 87,550 28,535 0.44% 0.41% 261 -2,546 -2.83% Q1 2026 May 15, 2026
Zurich Insurance Group Ltd/FI History Reduced 87,281 28,447 0.22% 0.3% 262 -53,353 -37.94% Q1 2026 May 15, 2026
PhiloSmith Capital Corp History No change 87,000 28,355 8.09% 7.47% 263 0 0.0% Q1 2026 May 14, 2026
Polaris Capital Management, LLC History Reduced 86,525 28,201 2.31% 2.36% 264 -4,600 -5.05% Q1 2026 Apr 27, 2026
M&T BANK CORP History Reduced 86,393 28,158 0.1% 0.09% 265 -2,444 -2.75% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Reduced 85,019 27,710 0.14% 0.13% 266 -2,713 -3.09% Q1 2026 May 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 84,787 27,634 0.01% 0.06% 267 +11,905 16.33% Q1 2026 May 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 84,734 27,617 0.35% 0.33% 268 -408 -0.48% Q1 2026 May 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 84,727 27,615 0.14% 0.13% 269 -407 -0.48% Q1 2026 May 01, 2026
CIBC WORLD MARKETS CORP History No change 88,377 27,584 0.13% 0.13% 270 0 0.0% Q4 2025 Feb 12, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 84,344 27,571 0.81% 0.77% 271 -1,308 -1.53% Q1 2026 May 11, 2026
LSV ASSET MANAGEMENT History Added to 84,058 27,397 0.06% 0.04% 272 +22,158 35.8% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 82,476 26,881 0.15% 0.14% 273 -2,180 -2.58% Q1 2026 May 05, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 81,700 26,628 0.3% 0.37% 274 -34,800 -29.87% Q1 2026 May 05, 2026
GREAT LAKES ADVISORS, LLC History Reduced 80,680 26,296 0.22% 0.33% 275 -50,764 -38.62% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 79,575 25,936 0.03% 0.1% 276 -168,793 -67.96% Q1 2026 Apr 16, 2026
CULLEN/FROST BANKERS, INC. History Reduced 78,213 25,492 0.29% 0.28% 277 -2,579 -3.19% Q1 2026 May 05, 2026
Arbejdsmarkedets Tillaegspension History Added to 77,813 25,361 0.63% 0.61% 278 +597 0.77% Q1 2026 May 04, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 77,452 25,243 2.6% 2.85% 279 +6,093 8.54% Q1 2026 May 14, 2026
IFM Investors Pty Ltd History Added to 77,444 25,241 0.21% 0.2% 280 +1,931 2.56% Q1 2026 Apr 23, 2026
Allworth Financial LP History Added to 77,126 25,137 0.1% 0.1% 281 +1,834 2.44% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 77,074 25,120 0.02% 0.26% 282 -508,957 -86.85% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 75,685 24,668 0.13% 0.11% 283 +26,438 53.68% Q1 2026 May 15, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 75,295 24,612 0.49% 0.44% 284 -944 -1.24% Q1 2026 Apr 15, 2026
Amplius Wealth Advisors, LLC History Added to 75,325 24,550 2.05% 1.95% 285 +1,014 1.36% Q1 2026 Apr 13, 2026
WILKINS INVESTMENT COUNSEL INC History Reduced 74,729 24,356 3.49% 3.43% 286 -738 -0.98% Q1 2026 May 07, 2026
Point72 Asset Management, L.P. History Reduced 73,556 23,974 0.03% 0.07% 287 -123,204 -62.62% Q1 2026 May 15, 2026
Lido Advisors, LLC History Added to 73,148 23,896 0.07% 0.06% 288 +5,941 8.84% Q1 2026 May 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 72,961 23,780 0.68% 0.66% 289 -174 -0.24% Q1 2026 May 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 72,386 23,592 0.28% 0.25% 290 -4,299 -5.61% Q1 2026 Apr 24, 2026
FORSTA AP-FONDEN History No change 74,920 23,384 0.14% 0.14% 291 0 0.0% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 71,317 23,244 0.25% 0.24% 292 +3,471 5.12% Q1 2026 Apr 20, 2026
BROWN ADVISORY INC History Reduced 71,030 23,150 0.04% 0.03% 293 -73 -0.1% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Added to 70,941 23,122 0.82% 0.8% 294 +859 1.23% Q1 2026 May 13, 2026
Varma Mutual Pension Insurance Co History No change 70,821 23,082 0.14% 0.13% 295 0 0.0% Q1 2026 May 05, 2026
OAK ASSOCIATES LTD /OH/ History No change 70,807 23,078 1.55% 1.33% 296 0 0.0% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 70,432 22,956 0.03% 0.03% 297 -3,757 -5.06% Q1 2026 Apr 27, 2026
Evelyn Partners Investment Management Services Ltd History Added to 70,285 22,907 2.69% 2.64% 298 +2,786 4.13% Q1 2026 May 15, 2026
Ethic Inc. History Added to 70,221 22,886 0.36% 0.31% 299 +5,531 8.55% Q1 2026 Apr 27, 2026
Talbot Financial, LLC History Added to 69,683 22,711 1.91% 1.77% 300 +786 1.14% Q1 2026 Apr 10, 2026
PRUDENTIAL PLC History Added to 69,437 22,631 0.13% 0.14% 301 +11,630 20.12% Q1 2026 May 13, 2026
AMALGAMATED BANK History Added to 69,174 22,546 0.17% 0.15% 302 +1,284 1.89% Q1 2026 May 08, 2026
RWA WEALTH PARTNERS, LLC History Added to 68,891 22,453 0.25% 0.23% 303 +756 1.11% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 66,689 21,735 0.15% 0.13% 304 +10,769 19.26% Q1 2026 May 13, 2026
Ilmarinen Mutual Pension Insurance Co History Reduced 66,628 21,716 0.17% 0.21% 305 -18,743 -21.95% Q1 2026 May 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 66,132 21,554 0.54% 0.57% 306 -5,263 -7.37% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 66,094 21,542 0.21% 0.19% 307 +3,393 5.41% Q1 2026 May 14, 2026
USS Investment Management Ltd History Added to 66,014 21,513 0.08% 0.09% 308 +1,066 1.64% Q1 2026 Apr 24, 2026
Van Hulzen Asset Management, LLC History Added to 64,019 20,865 1.55% 0.83% 309 +27,664 76.09% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 63,656 20,810 0.08% 0.08% 310 -14,979 -19.05% Q1 2026 Apr 30, 2026
ABNER HERRMAN & BROCK LLC History Added to 63,712 20,766 2.29% 2.03% 311 +176 0.28% Q1 2026 Apr 07, 2026
Asset Advisors Investment Management, LLC History Added to 63,698 20,761 1.98% 1.81% 312 +773 1.23% Q1 2026 Apr 16, 2026
Pinnacle Financial Partners, Inc. History Added to 63,616 20,735 0.16% 0.14% 313 +2,961 4.88% Q1 2026 May 14, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 63,604 20,730 0.21% 0.19% 314 +8,137 14.67% Q1 2026 Apr 27, 2026
DDD Partners, LLC History Reduced 63,278 20,624 1.42% 1.46% 315 -10,193 -13.87% Q1 2026 Apr 28, 2026
Andra AP-fonden History Added to 62,043 20,221 0.24% 0.05% 316 +48,183 347.64% Q1 2026 May 08, 2026
CONNORS INVESTOR SERVICES INC History Reduced 62,001 20,207 1.87% 1.67% 317 -306 -0.49% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 61,983 20,202 0.05% 0.05% 318 +1,866 3.1% Q1 2026 Apr 30, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 61,830 20,152 0.58% 0.54% 319 -5,395 -8.03% Q1 2026 May 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 61,068 19,962 1.28% 1.23% 320 -59,992 -49.56% Q1 2026 Apr 16, 2026
PITTENGER & ANDERSON INC History Added to 61,174 19,938 0.79% 0.72% 321 +1,589 2.67% Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History Reduced 60,785 19,811 0.17% 0.14% 322 -787 -1.28% Q1 2026 May 13, 2026
Nemes Rush Group LLC History Added to 60,508 19,721 1.87% 1.72% 323 +1,922 3.28% Q1 2026 Apr 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 60,112 19,592 1.38% 1.28% 324 +451 0.76% Q1 2026 Apr 28, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 60,057 19,574 0.02% 0.01% 325 +6,398 11.92% Q1 2026 May 15, 2026
BAILARD, INC. History Reduced 60,047 19,571 0.45% 0.42% 326 -166 -0.28% Q1 2026 May 11, 2026
REGIONS FINANCIAL CORP History Reduced 59,566 19,414 0.13% 0.13% 327 -4,694 -7.3% Q1 2026 May 05, 2026
Groupe la Francaise History Reduced 59,478 19,391 0.27% 0.41% 328 -34,098 -36.44% Q1 2026 May 21, 2026
Utah Retirement Systems History Reduced 59,402 19,360 0.2% 0.18% 329 -1,733 -2.83% Q1 2026 May 15, 2026
SouthState Bank Corp History Added to 58,002 18,904 0.88% 0.81% 330 +74 0.13% Q1 2026 May 05, 2026
Florida Trust Wealth Management Co History Reduced 57,756 18,824 0.53% 0.5% 331 -740 -1.27% Q1 2026 May 14, 2026
Calamos Wealth Management LLC History Added to 57,478 18,733 0.64% 0.6% 332 +1,229 2.18% Q1 2026 May 04, 2026
Cresset Asset Management, LLC History Reduced 57,425 18,711 0.08% 0.08% 333 -4,258 -6.9% Q1 2026 May 15, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History Added to 57,380 18,701 0.28% 0.14% 334 +25,683 81.03% Q1 2026 Apr 10, 2026
Police & Firemen's Retirement System of New Jersey History Added to 56,395 18,380 0.16% 0.15% 335 +93 0.17% Q1 2026 Apr 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 56,140 18,293 0.03% 0.05% 336 -41,931 -42.76% Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 55,516 18,094 0.15% 0.13% 337 +709 1.29% Q1 2026 Apr 24, 2026
TCV Trust & Wealth Management, Inc. History Reduced 54,368 17,720 1.49% 1.4% 338 -1,225 -2.2% Q1 2026 Apr 21, 2026
GoodHaven Capital Management, LLC History Added to 54,338 17,710 6.17% 5.49% 339 +8 0.01% Q1 2026 May 12, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 54,009 17,603 0.65% 1.05% 340 -41,381 -43.38% Q1 2026 May 13, 2026
WEDGEWOOD PARTNERS INC History Reduced 53,886 17,563 3.63% 3.29% 341 -2,640 -4.67% Q1 2026 May 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 53,882 17,561 2.55% 2.37% 342 +130 0.24% Q1 2026 Apr 08, 2026
PEAK6 LLC History Reduced 53,500 17,437 0.04% 0.04% 343 -8,004 -13.01% Q1 2026 May 13, 2026
Diversified Trust Co History Reduced 53,192 17,336 0.32% 0.34% 344 -6,643 -11.1% Q1 2026 Apr 16, 2026
Nepsis Inc. History Reduced 52,608 17,146 5.74% 5.2% 345 -1,306 -2.42% Q1 2026 Apr 15, 2026
NEOS Investment Management LLC History Added to 52,497 17,110 0.09% 0.09% 346 +1,735 3.42% Q1 2026 May 15, 2026
WASHINGTON TRUST Co History Added to 52,348 17,061 0.58% 0.53% 347 +731 1.42% Q1 2026 Apr 06, 2026
Wealthfront Advisers LLC History Added to 52,328 17,055 0.04% 0.03% 348 +3,527 7.23% Q1 2026 May 05, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 51,529 16,794 0.1% 0.11% 349 -15,680 -23.33% Q1 2026 May 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 51,044 16,636 0.22% 350 +51,044 New Q1 2026 May 12, 2026
Boston Common Asset Management, LLC History Reduced 51,027 16,631 1.07% 0.96% 351 -273 -0.53% Q1 2026 May 07, 2026
CCM INVESTMENT ADVISERS LLC History Reduced 50,914 16,594 1.59% 1.53% 352 -424 -0.83% Q1 2026 May 20, 2026
River Road Asset Management, LLC History Reduced 50,566 16,480 0.19% 0.19% 353 -4,155 -7.59% Q1 2026 Apr 30, 2026
CIBC WORLD MARKET INC. History Added to 50,534 16,470 0.03% 0.03% 354 +405 0.81% Q1 2026 May 14, 2026
Azimuth Capital Investment Management LLC History Reduced 50,410 16,430 0.62% 0.57% 355 -181 -0.36% Q1 2026 May 12, 2026
Elo Mutual Pension Insurance Co History Reduced 50,227 16,370 0.27% 0.27% 356 -6,371 -11.26% Q1 2026 May 11, 2026
Merit Financial Group, LLC History Added to 50,221 16,368 0.12% 0.11% 357 +6,457 14.75% Q1 2026 Apr 15, 2026
Fogel Capital Management, Inc. History Added to 49,597 16,165 7.39% 7.07% 358 +414 0.84% Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History Added to 49,312 16,072 0.24% 0.2% 359 +4,699 10.53% Q1 2026 May 11, 2026
FourThought Financial Partners, LLC History Added to 49,274 16,059 1.39% 1.2% 360 +3,713 8.15% Q1 2026 May 07, 2026
Mediolanum International Funds Ltd History Reduced 49,289 16,036 0.17% 0.19% 361 -10,149 -17.07% Q1 2026 May 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 48,584 15,835 0.05% 0.04% 362 -1,149 -2.31% Q1 2026 May 08, 2026
MML INVESTORS SERVICES, LLC History Reduced 48,507 15,809 0.04% 0.04% 363 -3,793 -7.25% Q1 2026 May 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 48,110 15,680 0.03% 0.03% 364 -6,770 -12.34% Q1 2026 May 15, 2026
XXEC, Inc. History Added to 50,041 15,572 2.73% 2.72% 365 +41,313 473.34% Q1 2026 Apr 23, 2026
NorthCrest Asset Manangement, LLC History Reduced 47,266 15,518 0.48% 0.86% 366 -75,285 -61.43% Q1 2026 Apr 08, 2026
SlateStone Wealth, LLC History Added to 47,451 15,466 1.27% 1.19% 367 +1,909 4.19% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 47,449 15,465 0.1% 0.09% 368 +1,133 2.45% Q1 2026 Apr 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 46,773 15,270 0.21% 0.2% 369 -2,017 -4.13% Q1 2026 May 01, 2026
ZEVIN ASSET MANAGEMENT LLC History Reduced 46,378 15,115 2.09% 1.96% 370 -443 -0.95% Q1 2026 May 07, 2026
ROCKLAND TRUST CO History Reduced 46,238 15,070 0.6% 1.58% 371 -82,090 -63.97% Q1 2026 Apr 16, 2026
JANUS HENDERSON GROUP PLC History Added to 46,235 15,067 0.01% 0.01% 372 +1,658 3.72% Q1 2026 May 18, 2026
LGT Fund Management Co Ltd. History Added to 45,791 14,924 0.65% 0.72% 373 +16,672 57.25% Q1 2026 Apr 28, 2026
Vinva Investment Management Ltd History Reduced 45,826 14,909 0.18% 0.19% 374 -2,381 -4.94% Q1 2026 May 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 44,994 14,664 0.11% 0.1% 375 -1,105 -2.4% Q1 2026 May 15, 2026
Parkwood LLC History Added to 44,989 14,663 1.3% 0.75% 376 +14,070 45.51% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Reduced 44,783 14,596 0.07% 0.06% 377 -11,800 -20.85% Q1 2026 May 15, 2026
CAMDEN NATIONAL BANK History Reduced 44,205 14,407 1.95% 1.91% 378 -378 -0.85% Q1 2026 May 04, 2026
Atria Investments, Inc History Added to 43,841 14,289 0.16% 0.15% 379 +1,394 3.28% Q1 2026 May 05, 2026
LS Investment Advisors, LLC History Reduced 42,844 13,964 2.09% 1.97% 380 -2,134 -4.74% Q1 2026 Apr 20, 2026
Walleye Trading LLC History Reduced 42,700 13,917 0.02% 0.05% 381 -74,061 -63.43% Q1 2026 May 08, 2026
GROUPAMA ASSET MANAGMENT History Reduced 42,546 13,867 0.2% 0.22% 382 -6,147 -12.62% Q1 2026 May 22, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 42,400 13,819 0.02% 0.01% 383 +19,400 84.35% Q1 2026 May 15, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 42,093 13,719 2.85% 2.81% 384 -1,940 -4.41% Q1 2026 May 14, 2026
ALLSTATE CORP History Added to 42,074 13,713 0.15% 0.13% 385 +12,536 42.44% Q1 2026 May 11, 2026
Estabrook Capital Management History Reduced 41,835 13,635 1.99% 1.93% 386 -247 -0.59% Q1 2026 May 14, 2026
FIRST MERCHANTS CORP History Reduced 41,811 13,627 0.52% 0.5% 387 -1,452 -3.36% Q1 2026 Apr 16, 2026
Illinois Municipal Retirement Fund History Reduced 41,654 13,576 0.17% 0.19% 388 -7,932 -16.0% Q1 2026 May 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 41,652 13,575 0.18% 0.17% 389 -247 -0.59% Q1 2026 Apr 29, 2026
Venture Visionary Partners LLC History Reduced 39,608 12,909 0.43% 0.41% 390 -363 -0.91% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 39,136 12,754 0.02% 0.02% 391 +247 0.64% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 38,689 12,609 0.14% 0.13% 392 -613 -1.56% Q1 2026 May 07, 2026
Horizon Investments, LLC History Added to 38,635 12,592 0.14% 0.14% 393 +4,476 13.1% Q1 2026 May 14, 2026
River Wealth Advisors LLC History Added to 37,763 12,308 1.41% 1.29% 394 +938 2.55% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Added to 37,761 12,307 0.25% 0.23% 395 +1,385 3.81% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Reduced 37,689 12,283 0.01% 0.01% 396 -32,682 -46.44% Q1 2026 May 15, 2026
World Investment Advisors History Reduced 37,602 12,255 0.2% 0.2% 397 -1,219 -3.14% Q1 2026 Apr 27, 2026
MACQUARIE GROUP LTD History Reduced 37,437 12,201 0.07% 0.08% 398 -23,035 -38.09% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Added to 36,928 12,038 0.12% 0.13% 399 +356 0.97% Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 36,865 12,015 0.12% 0.09% 400 +3,945 11.98% Q1 2026 May 08, 2026
Hunter Perkins Capital Management, LLC History Reduced 36,297 11,866 2.78% 2.63% 401 -50 -0.14% Q1 2026 May 12, 2026
HAMEL ASSOCIATES, INC. History Reduced 36,250 11,814 3.37% 3.44% 402 -294 -0.8% Q1 2026 May 07, 2026
State of Alaska, Department of Revenue History Reduced 36,222 11,805 0.13% 0.12% 403 -175 -0.48% Q1 2026 Apr 20, 2026
DUPONT CAPITAL MANAGEMENT CORP History No change 36,139 11,778 1.34% 1.27% 404 0 0.0% Q1 2026 Apr 23, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Reduced 36,121 11,772 1.41% 1.34% 405 -253 -0.7% Q1 2026 May 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 36,043 11,747 0.01% 0.01% 406 +688 1.95% Q1 2026 May 07, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 35,467 11,559 0.71% 0.67% 407 +998 2.9% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Reduced 35,314 11,509 0.01% 0.05% 408 -110,009 -75.7% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 34,868 11,364 0.04% 0.04% 409 +998 2.95% Q1 2026 Apr 30, 2026
HBK INVESTMENTS L P History New 34,536 11,256 0.11% 410 +34,536 New Q1 2026 May 15, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Reduced 34,242 11,160 3.25% 3.19% 411 -155 -0.45% Q1 2026 Apr 22, 2026
Glenview Trust Co History Reduced 33,859 11,035 0.17% 0.17% 412 -1,175 -3.35% Q1 2026 May 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 33,802 11,017 0.04% 0.04% 413 +1,438 4.44% Q1 2026 Apr 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 33,798 11,015 0.14% 0.13% 414 -554 -1.61% Q1 2026 Apr 20, 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC History Added to 33,576 10,943 3.16% 3.22% 415 +85 0.25% Q1 2026 Apr 16, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 33,490 10,915 0.03% 0.03% 416 -7,206 -17.71% Q1 2026 May 14, 2026
Tufton Capital Management History Reduced 33,382 10,880 1.98% 1.86% 417 -760 -2.23% Q1 2026 May 12, 2026
ROWLANDMILLER & PARTNERS.ADV History Reduced 33,347 10,868 2.2% 2.1% 418 -1,599 -4.58% Q1 2026 Apr 01, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 33,260 10,840 0.45% 0.41% 419 +752 2.31% Q1 2026 Apr 14, 2026
Federation des caisses Desjardins du Quebec History Added to 33,220 10,827 0.04% 0.03% 420 +10,860 48.57% Q1 2026 May 13, 2026
Financial Strategies Group, Inc. History Added to 33,233 10,787 1.8% 1.84% 421 +283 0.86% Q1 2026 May 08, 2026
CX Institutional History Reduced 32,829 10,700 0.33% 0.32% 422 -1,112 -3.28% Q1 2026 Apr 06, 2026
ALLIANZ SE History No change 32,720 10,664 0.12% 0.13% 423 0 0.0% Q1 2026 May 11, 2026
Vestcor Inc History Added to 32,569 10,615 0.29% 0.08% 424 +23,546 260.96% Q1 2026 May 12, 2026
Regency Capital Management Inc.\DE History Reduced 32,506 10,594 4.74% 5.23% 425 -7,774 -19.3% Q1 2026 May 05, 2026
Verdence Capital Advisors LLC History Reduced 32,433 10,570 0.61% 0.65% 426 -2,899 -8.21% Q1 2026 Apr 30, 2026
Parallax Volatility Advisers, L.P. History Reduced 32,001 10,537 0.03% 0.02% 427 -1,599 -4.76% Q1 2026 May 15, 2026
Northwest & Ethical Investments L.P. History Added to 32,262 10,515 0.24% 0.16% 428 +9,648 42.66% Q1 2026 May 13, 2026
Hi-Line Capital Management, LLC History Reduced 31,988 10,457 3.29% 3.34% 429 -46 -0.14% Q1 2026 Apr 27, 2026
Vident Advisory, LLC History Added to 31,923 10,404 0.09% 0.08% 430 +5,199 19.45% Q1 2026 May 14, 2026
INSPIRE TRUST CO, N.A. History Reduced 31,600 10,299 1.59% 1.7% 431 -1,500 -4.53% Q1 2026 May 11, 2026
BENDER ROBERT & ASSOCIATES History Reduced 31,128 10,145 2.43% 2.12% 432 -1,565 -4.79% Q1 2026 Apr 22, 2026
Investment Management Corp of Ontario History Reduced 31,115 10,141 0.13% 0.14% 433 -1,519 -4.65% Q1 2026 May 15, 2026
Curi Capital, LLC History Reduced 30,580 9,997 0.18% 0.22% 434 -9,414 -23.54% Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Added to 30,564 9,961 0.17% 0.15% 435 +1,157 3.93% Q1 2026 Apr 21, 2026
Avanza Fonder AB History No change 29,917 9,750 0.27% 0.24% 436 0 0.0% Q1 2026 Apr 15, 2026
PARK AVENUE SECURITIES LLC History Added to 29,827 9,721 0.08% 0.07% 437 +4,170 16.25% Q1 2026 Apr 07, 2026
Greenline Partners, LLC History Added to 29,777 9,705 1.04% 0.96% 438 +3,015 11.27% Q1 2026 May 15, 2026
Empowered Funds, LLC History Reduced 29,622 9,654 0.06% 0.16% 439 -1,139 -3.7% Q1 2026 May 14, 2026
TRITONPOINT WEALTH, LLC History Reduced 29,507 9,645 1.03% 0.98% 440 -1,324 -4.29% Q1 2026 Apr 21, 2026
Walleye Capital LLC History Added to 29,232 9,527 0.04% 0.01% 441 +14,381 96.84% Q1 2026 May 13, 2026
Man Group plc History Reduced 29,108 9,487 0.02% 0.03% 442 -22,678 -43.79% Q1 2026 May 15, 2026
Cyndeo Wealth Partners, LLC History Added to 28,958 9,438 0.5% 0.42% 443 +3,935 15.73% Q1 2026 Apr 13, 2026
Blue Sparrow, LLC /DE History No change 28,879 9,412 0.16% 0.17% 444 0 0.0% Q1 2026 May 15, 2026
Gulf International Bank (UK) Ltd History Added to 28,874 9,411 0.21% 0.19% 445 +9,720 50.75% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Added to 28,812 9,390 0.18% 0.09% 446 +10,315 55.77% Q1 2026 Apr 22, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 28,673 9,345 0.11% 0.1% 447 -187 -0.65% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 28,648 9,337 0.39% 0.42% 448 -1,752 -5.76% Q1 2026 Apr 30, 2026
FIDUCIARY TRUST CO History Added to 28,248 9,206 0.11% 0.1% 449 +585 2.11% Q1 2026 May 15, 2026
EVEXIA WEALTH LLC History Reduced 27,798 9,172 2.52% 2.63% 450 -3,486 -11.14% Q1 2026 Apr 16, 2026
New Age Alpha Advisors, LLC History Reduced 28,049 9,142 0.43% 0.41% 451 -2,365 -7.78% Q1 2026 May 11, 2026
ADVOCATE GROUP LLC History Added to 27,804 9,062 1.42% 1.36% 452 +927 3.45% Q1 2026 Apr 13, 2026
Sequoia Financial Advisors, LLC History Reduced 27,279 8,891 0.05% 0.05% 453 -1 -0.0% Q1 2026 Apr 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 27,098 8,857 0.19% 0.18% 454 +1,601 6.28% Q1 2026 May 14, 2026
WOODSTOCK CORP History Reduced 26,610 8,672 0.77% 0.71% 455 -70 -0.26% Q1 2026 Apr 08, 2026
Prospera Financial Services Inc History Reduced 26,532 8,648 0.14% 0.14% 456 -1,093 -3.96% Q1 2026 Apr 14, 2026
Equitable Holdings, Inc. History Added to 26,847 8,621 0.06% 0.02% 457 +18,869 236.51% Q1 2026 May 15, 2026
Kesler, Norman & Wride, LLC History Added to 26,426 8,613 1.48% 1.41% 458 +15 0.06% Q1 2026 May 06, 2026
Van Cleef Asset Management,Inc History Reduced 25,932 8,451 0.91% 0.82% 459 -18 -0.07% Q1 2026 May 01, 2026
Osmosis Investment Management UK Ltd History Reduced 25,597 8,366 0.22% 0.26% 460 -7,472 -22.6% Q1 2026 May 14, 2026
Dakota Wealth Management History Reduced 25,629 8,354 0.18% 0.16% 461 -3,038 -10.6% Q1 2026 May 07, 2026
CREDIT AGRICOLE S A History Reduced 25,597 8,342 0.02% 0.09% 462 -95,664 -78.89% Q1 2026 May 15, 2026
LOWE BROCKENBROUGH & CO INC History Added to 25,584 8,338 0.42% 0.38% 463 +853 3.45% Q1 2026 May 07, 2026
CHOREO, LLC History Reduced 25,469 8,325 0.1% 0.11% 464 -1,200 -4.5% Q1 2026 May 12, 2026
Siemens Fonds Invest GmbH History Added to 25,531 8,321 0.48% 0.41% 465 +772 3.12% Q1 2026 May 15, 2026
NICHOLAS COMPANY, INC. History No change 25,425 8,286 0.16% 0.14% 466 0 0.0% Q1 2026 May 04, 2026
Stokes Capital Advisors, LLC History Reduced 25,338 8,258 1.85% 1.99% 467 -2,614 -9.35% Q1 2026 Apr 23, 2026
Waverly Advisors, LLC History Added to 25,203 8,214 0.06% 0.06% 468 +1,916 8.23% Q1 2026 May 15, 2026
American Assets Investment Management, LLC History No change 25,000 8,148 0.55% 0.54% 469 0 0.0% Q1 2026 May 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 24,949 8,131 0.14% 0.14% 470 -1,435 -5.44% Q1 2026 May 15, 2026
Generali Asset Management SPA SGR History Reduced 24,600 8,017 0.17% 0.2% 471 -6,754 -21.54% Q1 2026 May 05, 2026
Elite Wealth Management, Inc. History New 24,488 7,981 2.59% 472 +24,488 New Q1 2026 May 15, 2026
BEARING POINT CAPITAL, LLC History Added to 24,307 7,922 1.24% 1.15% 473 +742 3.15% Q1 2026 May 07, 2026
Aptus Capital Advisors, LLC History Reduced 24,164 7,875 0.06% 0.06% 474 -828 -3.31% Q1 2026 May 11, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 24,074 7,846 1.63% 1.53% 475 +827 3.56% Q1 2026 Apr 20, 2026
Apollon Wealth Management, LLC History Added to 24,006 7,824 0.13% 0.13% 476 +888 3.84% Q1 2026 Apr 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 23,669 7,714 0.11% 0.11% 477 -1,008 -4.08% Q1 2026 May 05, 2026
Alphadyne Asset Management LP History Reduced 23,655 7,709 0.13% 0.23% 478 -8,545 -26.54% Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 23,330 7,604 0.24% 0.24% 479 -522 -2.19% Q1 2026 May 11, 2026
SCS Capital Management LLC History Reduced 23,298 7,596 0.08% 0.08% 480 -185 -0.79% Q1 2026 May 11, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 23,200 7,561 0.28% 0.24% 481 +380 1.67% Q1 2026 May 06, 2026
Banque Cantonale Vaudoise History Added to 22,930 7,474 0.28% 0.17% 482 +7,374 47.4% Q1 2026 Apr 20, 2026
SOROS FUND MANAGEMENT LLC History New 22,890 7,460 0.08% 483 +22,890 New Q1 2026 May 15, 2026
GC Wealth Management RIA, LLC History Reduced 22,852 7,448 0.31% 0.27% 484 -596 -2.54% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Added to 22,660 7,386 0.22% 0.2% 485 +687 3.13% Q1 2026 Apr 21, 2026
Norinchukin Bank, The History Reduced 22,553 7,350 0.09% 0.08% 486 -110 -0.49% Q1 2026 May 15, 2026
CVFG LLC History New 22,477 7,325 0.91% 487 +22,477 New Q1 2026 Apr 29, 2026
Private Advisor Group, LLC History Added to 22,390 7,297 0.03% 0.03% 488 +196 0.88% Q1 2026 Apr 24, 2026
Westbourne Investment Advisors, Inc. History Added to 22,305 7,269 2.12% 1.91% 489 +128 0.58% Q1 2026 Apr 28, 2026
UMB Bank, n.a. History Added to 21,996 7,169 0.1% 0.05% 490 +11,014 100.29% Q1 2026 May 11, 2026
MIZUHO SECURITIES USA LLC History Reduced 21,989 7,166 0.17% 0.13% 491 -4,661 -17.49% Q1 2026 May 11, 2026
BRADY FAMILY WEALTH, LLC History Added to 21,853 7,122 2.22% 2.09% 492 +108 0.5% Q1 2026 Apr 08, 2026
NovaPoint Capital, LLC History Added to 21,703 7,073 1.77% 1.67% 493 +981 4.73% Q1 2026 May 06, 2026
Berger Financial Group, Inc History Reduced 21,262 6,929 0.39% 0.4% 494 -716 -3.26% Q1 2026 Apr 28, 2026
Farther Finance Advisors, LLC History Added to 21,118 6,908 0.07% 0.07% 495 +993 4.93% Q1 2026 Apr 07, 2026
Mirador Capital Partners LP History Added to 21,081 6,871 0.97% 0.89% 496 +329 1.59% Q1 2026 Apr 08, 2026
Dana Investment Advisors, Inc. History Added to 20,872 6,802 0.2% 0.19% 497 +68 0.33% Q1 2026 May 14, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 20,857 6,797 0.22% 0.2% 498 -355 -1.67% Q1 2026 Apr 15, 2026
PRINCIPAL SECURITIES, INC. History Added to 20,687 6,742 0.1% 0.09% 499 +2,699 15.0% Q1 2026 May 13, 2026
Achmea Investment Management B.V. History Reduced 20,681 6,741 0.18% 0.18% 500 -2,403 -10.41% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 20,666 6,735 0.03% 0.07% 502 -53,819 -72.25% Q1 2026 May 08, 2026
OPPENHEIMER & CO INC History Added to 20,667 6,735 0.08% 0.09% 501 +151 0.74% Q1 2026 Apr 23, 2026
Scissortail Wealth Management, LLC History Added to 20,615 6,718 1.35% 1.45% 503 +302 1.49% Q1 2026 Apr 23, 2026
MASTERINVEST Kapitalanlage GmbH History Added to 20,389 6,645 0.69% 0.58% 504 +1,051 5.43% Q1 2026 May 05, 2026
Left Brain Wealth Management, LLC History Reduced 20,265 6,604 2.59% 2.19% 505 -17 -0.08% Q1 2026 Apr 30, 2026
Kintegral Advisory, LLC History Reduced 20,195 6,601 0.63% 0.56% 506 -895 -4.24% Q1 2026 May 14, 2026
Clear Trail Advisors, LLC History Reduced 19,935 6,497 1.08% 1.49% 507 -649 -3.15% Q1 2026 Apr 17, 2026
ALPS ADVISORS INC History Reduced 19,896 6,484 0.03% 0.04% 508 -1,412 -6.63% Q1 2026 May 08, 2026
Slow Capital, Inc. History Reduced 19,871 6,481 0.84% 0.76% 509 -478 -2.35% Q1 2026 Apr 24, 2026
Perkins Coie Trust Co History Reduced 19,749 6,436 1.24% 1.16% 510 -138 -0.69% Q1 2026 Apr 15, 2026
Integrated Wealth Concepts LLC History Added to 19,743 6,434 0.05% 0.04% 511 +8,446 74.76% Q1 2026 May 15, 2026
Princeton Global Asset Management LLC History Reduced 19,532 6,366 1.04% 0.99% 512 -66 -0.34% Q1 2026 Apr 22, 2026
TRUST CO OF VERMONT History No change 20,342 6,349 0.27% 0.27% 513 0 0.0% Q4 2025 Jan 16, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 19,468 6,345 0.37% 0.36% 514 -662 -3.29% Q1 2026 Apr 17, 2026
Hanson & Doremus Investment Management History Added to 19,343 6,304 0.73% 0.7% 515 +629 3.36% Q1 2026 Apr 17, 2026
Trajan Wealth LLC History Added to 19,244 6,272 0.25% 0.24% 516 +912 4.97% Q1 2026 May 13, 2026
GABELLI FUNDS LLC History Added to 19,215 6,262 0.04% 0.03% 517 +7,271 60.88% Q1 2026 May 14, 2026
Olstein Capital Management, L.P. History No change 19,000 6,193 1.35% 1.22% 518 0 0.0% Q1 2026 Apr 21, 2026
Composition Wealth, LLC History Added to 18,990 6,189 0.08% 0.07% 519 +2,356 14.16% Q1 2026 Apr 08, 2026
Advisory Services Network, LLC History Reduced 18,930 6,169 0.08% 0.08% 520 -110 -0.58% Q1 2026 May 15, 2026
S&CO INC History No change 18,916 6,165 0.38% 0.37% 521 0 0.0% Q1 2026 May 07, 2026
Compass Wealth Management LLC History Added to 18,914 6,164 1.52% 1.45% 522 +263 1.41% Q1 2026 Apr 20, 2026
FARMERS TRUST CO History Added to 18,542 6,043 0.95% 0.92% 523 +385 2.12% Q1 2026 Apr 07, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 18,519 6,035 1.44% 1.46% 524 -1,350 -6.79% Q1 2026 Apr 22, 2026
Louisiana State Employees Retirement System History Reduced 18,500 6,029 0.11% 0.1% 525 -200 -1.07% Q1 2026 Apr 20, 2026
ArrowMark Colorado Holdings LLC History Reduced 18,485 6,024 0.16% 0.19% 526 -8,789 -32.22% Q1 2026 May 15, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History New 18,432 6,007 6.38% 527 +18,432 New Q1 2026 May 15, 2026
Douglas Lane & Associates, LLC History Reduced 18,308 5,967 0.09% 0.08% 528 -690 -3.63% Q1 2026 Apr 15, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History Added to 18,286 5,960 3.19% 3.31% 529 +115 0.63% Q1 2026 Apr 29, 2026
BANK OF NOVA SCOTIA History Reduced 18,058 5,885 0.01% 0.07% 530 -125,986 -87.46% Q1 2026 May 14, 2026
Wealth Advisory Solutions, LLC History Added to 18,057 5,885 1.31% 1.31% 531 +105 0.58% Q1 2026 Apr 22, 2026
SIG BROKERAGE, LP History Added to 17,961 5,854 0.15% 0.17% 532 +720 4.18% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Reduced 17,879 5,827 0.14% 0.14% 533 -784 -4.2% Q1 2026 May 04, 2026
BAXTER BROS INC History Added to 17,878 5,826 0.72% 0.61% 534 +1,121 6.69% Q1 2026 Apr 28, 2026
Concorde Financial Corp History Reduced 17,807 5,820 4.57% 4.36% 535 -139 -0.77% Q1 2026 May 15, 2026
KKM Financial LLC History No change 18,638 5,817 1.03% 1.03% 536 0 0.0% Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 17,716 5,774 0.04% 0.03% 537 -60 -0.34% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 17,579 5,729 0.01% 0.02% 538 -33,085 -65.3% Q1 2026 May 15, 2026
WINTON GROUP Ltd History New 17,580 5,729 0.2% 539 +17,580 New Q1 2026 May 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 17,547 5,719 0.06% 0.07% 540 +374 2.18% Q1 2026 May 13, 2026
VAN ECK ASSOCIATES CORP History Added to 17,371 5,662 0.0% 0.0% 541 +1,323 8.24% Q1 2026 May 15, 2026
Sciencast Management LP History New 17,355 5,656 0.72% 542 +17,355 New Q1 2026 May 13, 2026
MIDDLETON & CO INC/MA History Reduced 17,341 5,651 0.64% 0.59% 543 -345 -1.95% Q1 2026 May 08, 2026
AR ASSET MANAGEMENT INC History Added to 17,285 5,634 1.09% 0.95% 544 +2,379 15.96% Q1 2026 May 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 17,137 5,585 0.17% 0.16% 545 0 0.0% Q1 2026 May 04, 2026
NBC SECURITIES, INC. History Added to 16,924 5,516 0.41% 0.39% 546 +402 2.43% Q1 2026 Apr 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 16,792 5,473 0.01% 0.01% 547 +179 1.08% Q1 2026 May 01, 2026
Tulsa Wealth Advisors, INC History New 16,731 5,453 0.96% 548 +16,731 New Q1 2026 May 11, 2026
KCM INVESTMENT ADVISORS LLC History Added to 16,713 5,447 0.18% 0.17% 549 +198 1.2% Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 17,426 5,438 0.11% 0.11% 550 0 0.0% Q1 2026 Apr 21, 2026
DAVENPORT & Co LLC History Added to 16,664 5,431 0.03% 0.03% 551 +286 1.75% Q1 2026 Apr 15, 2026
BESSEMER GROUP INC History Added to 16,639 5,424 0.01% 0.01% 552 +2,389 16.76% Q1 2026 May 06, 2026
AlphaCore Capital LLC History Reduced 16,493 5,391 0.13% 0.12% 553 -1,228 -6.93% Q1 2026 May 15, 2026
ING GROEP NV History Reduced 16,520 5,384 0.03% 0.03% 554 -374 -2.21% Q1 2026 May 11, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 16,511 5,381 0.42% 0.41% 555 -437 -2.58% Q1 2026 Apr 29, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 16,471 5,368 1.59% 1.57% 556 -234 -1.4% Q1 2026 May 08, 2026
Stonebridge Financial Group, LLC History Added to 16,460 5,364 0.44% 0.43% 557 +282 1.74% Q1 2026 Apr 08, 2026
Ipswich Investment Management Co., Inc. History Reduced 16,426 5,353 1.26% 1.21% 558 -324 -1.93% Q1 2026 Apr 10, 2026
PINNACLE ASSOCIATES LTD History Reduced 16,312 5,316 0.07% 0.07% 559 -34 -0.21% Q1 2026 Apr 21, 2026
DAVIS-REA LTD. History Reduced 16,286 5,308 1.38% 1.28% 560 -84 -0.51% Q1 2026 Apr 30, 2026
Castlefield Investment Partners LLP History Added to 16,279 5,305 4.06% 3.71% 561 +884 5.74% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 16,213 5,284 0.03% 0.03% 562 -1,198 -6.88% Q1 2026 May 14, 2026
Core Alternative Capital History Reduced 16,205 5,281 1.56% 1.5% 563 -1,238 -7.1% Q1 2026 Apr 30, 2026
Summit Financial, LLC History Added to 16,154 5,280 0.07% 0.07% 564 +31 0.19% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 16,191 5,277 0.16% 0.15% 565 +129 0.8% Q1 2026 May 13, 2026
Boit C F David History No change 16,165 5,268 2.34% 2.14% 566 0 0.0% Q1 2026 Apr 09, 2026
Meiji Yasuda America Inc History Reduced 16,122 5,254 1.3% 1.17% 567 -221 -1.35% Q1 2026 May 12, 2026
Northwest Bancshares, Inc. History Added to 16,076 5,239 1.04% 0.96% 568 +121 0.76% Q1 2026 May 12, 2026
Liberty Capital Management, Inc. History No change 16,707 5,214 0.97% 0.97% 569 0 0.0% Q4 2025 Jan 26, 2026
Rock Point Advisors, LLC History Reduced 15,949 5,198 1.41% 1.26% 570 -179 -1.11% Q1 2026 May 14, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 15,882 5,176 0.24% 0.15% 571 +4,712 42.18% Q1 2026 May 07, 2026
Confluence Wealth Services, Inc. History Added to 15,703 5,117 0.2% 0.18% 572 +2,104 15.47% Q1 2026 May 07, 2026
Metis Global Partners, LLC History Reduced 15,666 5,106 0.13% 0.13% 573 -1,464 -8.55% Q1 2026 May 07, 2026
Summit Trail Advisors, LLC History Added to 15,658 5,103 0.07% 0.05% 574 +5,912 60.66% Q1 2026 May 12, 2026
Citizens National Bank Trust Department History Reduced 15,614 5,089 0.85% 0.85% 575 -200 -1.26% Q1 2026 May 04, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 15,350 5,003 0.19% 0.16% 576 +3,040 24.7% Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 15,349 5,001 0.15% 0.15% 577 -451 -2.85% Q1 2026 May 11, 2026
Brown Miller Wealth Management, LLC History Reduced 15,341 4,999 1.42% 1.34% 578 -176 -1.13% Q1 2026 Apr 23, 2026
Radnor Capital Management, LLC History No change 15,323 4,994 0.74% 0.71% 579 0 0.0% Q1 2026 Apr 15, 2026
PLIMOTH TRUST CO LLC History Reduced 15,267 4,975 1.11% 1.09% 580 -457 -2.91% Q1 2026 Apr 27, 2026
ROMANO BROTHERS AND COMPANY History Reduced 15,226 4,962 0.56% 0.54% 581 -25 -0.16% Q1 2026 Apr 21, 2026
Clearstead Advisors, LLC History Reduced 15,188 4,950 0.05% 0.06% 582 -500 -3.19% Q1 2026 May 06, 2026
LMG Wealth Partners, LLC History Added to 15,008 4,891 0.89% 0.84% 583 +550 3.8% Q1 2026 Apr 17, 2026
Verition Fund Management LLC History Added to 15,000 4,888 0.03% 0.02% 584 +1,940 14.85% Q1 2026 May 15, 2026
Community Bank, N.A. History Added to 14,950 4,872 0.58% 0.54% 585 +180 1.22% Q1 2026 May 12, 2026
GAMCO INVESTORS, INC. ET AL History Added to 14,933 4,867 0.05% 0.04% 586 +386 2.65% Q1 2026 May 14, 2026
MUFG Securities EMEA plc History Reduced 14,911 4,859 0.07% 0.14% 587 -24,028 -61.71% Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Added to 14,905 4,858 0.06% 0.06% 588 +336 2.31% Q1 2026 Apr 28, 2026
WESBANCO BANK INC History Reduced 14,878 4,849 0.13% 0.14% 589 -999 -6.29% Q1 2026 Apr 21, 2026
Somerset Trust Co History Added to 14,590 4,755 1.46% 1.38% 590 +107 0.74% Q1 2026 Apr 02, 2026
Texas Yale Capital Corp. History Reduced 14,528 4,735 0.13% 0.14% 591 -2 -0.01% Q1 2026 May 04, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 14,499 4,725 0.03% 593 +14,499 New Q1 2026 May 15, 2026
CHICAGO TRUST Co NA History Reduced 14,499 4,725 0.76% 0.76% 592 -1,026 -6.61% Q1 2026 Apr 24, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 14,418 4,699 0.25% 0.23% 594 -230 -1.57% Q1 2026 Apr 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 14,403 4,694 0.03% 0.04% 595 +82 0.57% Q1 2026 May 15, 2026
Investment Research & Advisory Group, Inc. History Added to 14,311 4,672 1.63% 1.46% 596 +162 1.14% Q1 2026 Apr 20, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 14,329 4,670 0.04% 0.04% 597 -729 -4.84% Q1 2026 May 01, 2026
Thomasville National Bank History No change 14,904 4,651 0.29% 0.29% 598 0 0.0% Q4 2025 Jan 26, 2026
Coastline Trust Co History Reduced 14,197 4,627 0.46% 0.42% 599 -20 -0.14% Q1 2026 Apr 03, 2026
L & S Advisors Inc History Reduced 14,110 4,598 0.58% 0.73% 600 -11,031 -43.88% Q1 2026 May 11, 2026
Lighthouse Investment Partners, LLC History Reduced 14,044 4,577 0.16% 0.4% 601 -28,474 -66.97% Q1 2026 May 14, 2026
GREENLEAF TRUST History Reduced 14,034 4,574 0.04% 0.05% 602 -2,659 -15.93% Q1 2026 Apr 27, 2026
Bulldog Investors, LLP History No change 14,000 4,563 1.03% 0.97% 603 0 0.0% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 14,604 4,558 0.08% 0.08% 604 0 0.0% Q4 2025 Feb 06, 2026
Weil Company, Inc. History Reduced 13,974 4,554 1.02% 1.01% 605 -155 -1.1% Q1 2026 Apr 15, 2026
Inlet Private Wealth, LLC History Added to 13,924 4,538 1.16% 0.98% 606 +350 2.58% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 13,831 4,507 0.02% 0.02% 607 +4,007 40.79% Q1 2026 May 14, 2026
Saudi Central Bank History New 13,800 4,497 0.1% 608 +13,800 New Q1 2026 May 15, 2026
Unison Advisors LLC History Added to 13,722 4,485 0.34% 0.37% 609 +43 0.31% Q1 2026 Apr 28, 2026
Arlington Financial Advisors, LLC History New 13,749 4,481 0.64% 610 +13,749 New Q1 2026 Apr 15, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Reduced 13,690 4,461 1.26% 1.21% 611 -108 -0.78% Q1 2026 May 01, 2026
Choate Investment Advisors History Reduced 13,681 4,459 0.09% 0.08% 612 -170 -1.23% Q1 2026 May 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 13,664 4,453 0.15% 0.14% 613 +201 1.49% Q1 2026 May 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 13,561 4,419 0.24% 614 +13,561 New Q1 2026 May 15, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 13,490 4,396 1.16% 1.07% 615 +377 2.88% Q1 2026 Apr 09, 2026
Cohen Investment Advisors LLC History Added to 13,407 4,369 2.08% 1.92% 616 +27 0.2% Q1 2026 Apr 28, 2026
Beacon Bank & Trust History Reduced 13,336 4,346 0.89% 0.88% 617 -557 -4.01% Q1 2026 Apr 28, 2026
GeoWealth Management, LLC History Added to 13,311 4,338 0.16% 0.14% 618 +1,189 9.81% Q1 2026 May 13, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 13,257 4,320 0.22% 0.26% 619 -4,148 -23.83% Q1 2026 May 14, 2026
Long Run Wealth Advisors, LLC History No change 13,791 4,304 0.81% 0.81% 620 0 0.0% Q4 2025 Feb 02, 2026
Caprock Group, LLC History Reduced 13,105 4,284 0.1% 0.09% 621 -238 -1.78% Q1 2026 May 11, 2026
New Hampshire Trust History Reduced 13,103 4,270 0.86% 0.8% 622 -46 -0.35% Q1 2026 Apr 20, 2026
FIL Ltd History Reduced 13,014 4,241 0.0% 0.01% 623 -17,911 -57.92% Q1 2026 May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,990 4,234 0.26% 0.24% 624 0 0.0% Q1 2026 Apr 28, 2026
Empire Financial Management Company, LLC History Added to 12,983 4,231 0.96% 0.86% 625 +353 2.79% Q1 2026 May 15, 2026
Moors & Cabot, Inc. History Reduced 12,938 4,216 0.18% 0.18% 626 -904 -6.53% Q1 2026 May 08, 2026
Callan Family Office, LLC History Reduced 12,913 4,208 0.1% 0.09% 627 -472 -3.53% Q1 2026 May 13, 2026
GUARDIAN CAPITAL LP History Added to 12,910 4,207 0.11% 0.03% 629 +10,165 370.31% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History Reduced 12,910 4,207 0.1% 0.11% 628 -2,771 -17.67% Q1 2026 Apr 30, 2026
NWF Advisory Services Inc. History Added to 12,898 4,203 0.47% 0.43% 630 +412 3.3% Q1 2026 May 04, 2026
NOMURA HOLDINGS INC History Reduced 12,874 4,196 0.01% 0.01% 631 -7,192 -35.84% Q1 2026 May 15, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 12,800 4,184 0.09% 0.09% 632 -1,631 -11.3% Q1 2026 May 15, 2026
Heritage Wealth Management, Inc. History Reduced 12,837 4,184 2.07% 1.12% 633 -65 -0.5% Q1 2026 Apr 20, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 12,835 4,183 1.39% 1.17% 634 -46 -0.36% Q1 2026 Apr 28, 2026
Brendel Financial Advisors LLC History Added to 12,799 4,171 2.06% 1.91% 635 +347 2.79% Q1 2026 Apr 15, 2026
Prana Capital Management, LP History Reduced 12,797 4,170 0.13% 2.73% 636 -228,589 -94.7% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Reduced 12,677 4,131 0.07% 0.07% 637 -320 -2.46% Q1 2026 Apr 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 12,552 4,115 0.04% 0.03% 638 0 0.0% Q1 2026 Apr 13, 2026
Nicollet Investment Management, Inc. History Reduced 12,601 4,107 1.41% 1.29% 639 -415 -3.19% Q1 2026 May 13, 2026
Savant Capital, LLC History Added to 12,593 4,104 0.02% 0.02% 640 +3,044 31.88% Q1 2026 May 04, 2026
NewEdge Wealth, LLC History Reduced 12,590 4,103 0.05% 0.07% 641 -7,336 -36.82% Q1 2026 May 13, 2026
Marble Harbor Investment Counsel, LLC History Reduced 12,566 4,095 0.44% 0.42% 642 -125 -0.98% Q1 2026 May 08, 2026
Costello Asset Management, INC History Reduced 12,528 4,083 1.41% 1.34% 643 -454 -3.5% Q1 2026 Apr 30, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Added to 12,509 4,077 1.11% 1.1% 644 +17 0.14% Q1 2026 May 01, 2026
First National Advisers, LLC History Reduced 12,467 4,063 0.59% 0.62% 645 -1,871 -13.05% Q1 2026 May 08, 2026
Victrix Investment Advisors History Added to 12,466 4,063 1.48% 1.5% 646 +13 0.1% Q1 2026 Apr 09, 2026
CenterBook Partners LP History Added to 12,393 4,039 0.22% 0.04% 647 +9,673 355.63% Q1 2026 May 05, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 12,385 4,036 0.91% 0.86% 648 -355 -2.79% Q1 2026 May 13, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 12,373 4,032 0.14% 0.13% 649 +404 3.38% Q1 2026 May 13, 2026
CENTRAL BANK & TRUST CO History Added to 12,356 4,027 0.63% 0.6% 650 +14 0.11% Q1 2026 Apr 07, 2026
Litman Gregory Wealth Management LLC History No change 12,874 4,018 0.29% 0.29% 651 0 0.0% Q4 2025 Feb 12, 2026
Beverly Hills Private Wealth, LLC History Added to 12,298 4,008 0.67% 0.5% 652 +2,971 31.85% Q1 2026 May 01, 2026
Vestmark Advisory Solutions, Inc. History Added to 12,112 3,947 0.04% 0.05% 653 +632 5.51% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 12,094 3,941 0.16% 654 +12,094 New Q1 2026 May 13, 2026
Occidental Asset Management, LLC History Reduced 12,057 3,929 0.47% 0.57% 655 -3,199 -20.97% Q1 2026 Apr 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 12,014 3,915 0.03% 0.03% 656 +139 1.17% Q1 2026 May 12, 2026
Pallas Capital Advisors LLC History Reduced 11,962 3,898 0.15% 0.15% 657 -2,281 -16.01% Q1 2026 Apr 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 11,925 3,886 0.43% 0.39% 658 +211 1.8% Q1 2026 Apr 23, 2026
LETSON INVESTMENT MANAGEMENT, INC. History Added to 11,918 3,884 1.49% 1.36% 659 +37 0.31% Q1 2026 Apr 24, 2026
HUTNER CAPITAL MANAGEMENT INC History Added to 11,839 3,858 1.58% 1.47% 660 +561 4.97% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,802 3,846 0.07% 0.07% 661 +7 0.06% Q1 2026 May 07, 2026
Patten Group, Inc. History Reduced 11,767 3,835 0.67% 0.68% 662 -1 -0.01% Q1 2026 Apr 24, 2026
Bleakley Financial Group, LLC History Added to 11,709 3,816 0.06% 0.06% 663 +589 5.3% Q1 2026 May 04, 2026
Peterson Wealth Services History Added to 11,665 3,802 0.94% 0.9% 664 +417 3.71% Q1 2026 Apr 30, 2026
Legacy Wealth Management, LLC / MS History Reduced 11,664 3,801 1.08% 1.22% 666 -2,947 -20.17% Q1 2026 Apr 10, 2026
Orca Wealth Management, LLC History Reduced 11,664 3,801 2.7% 2.62% 665 -17 -0.15% Q1 2026 Apr 23, 2026
Meeder Advisory Services, Inc. History Added to 11,649 3,796 0.16% 0.14% 667 +1,091 10.33% Q1 2026 May 07, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 11,636 3,792 0.17% 0.16% 668 -926 -7.37% Q1 2026 May 08, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 11,621 3,787 0.37% 0.35% 669 -44 -0.38% Q1 2026 Apr 30, 2026
Capital Group Investment Management Pte. Ltd. History Reduced 11,599 3,780 0.65% 1.03% 670 -8,769 -43.05% Q1 2026 May 13, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 11,520 3,755 2.07% 2.02% 671 0 0.0% Q1 2026 Apr 29, 2026
Fifth Third Wealth Advisors LLC History Added to 11,388 3,711 0.13% 0.12% 672 +367 3.33% Q1 2026 Apr 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 11,381 3,709 0.49% 0.56% 673 -2,184 -16.1% Q1 2026 May 04, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Reduced 11,334 3,694 0.08% 0.08% 674 -2,009 -15.06% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History Reduced 11,332 3,693 0.33% 0.31% 675 -132 -1.15% Q1 2026 Apr 30, 2026
Atlantic Union Bankshares Corp History Reduced 11,317 3,688 0.07% 0.07% 676 -110 -0.96% Q1 2026 May 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 11,314 3,687 0.07% 0.07% 677 +320 2.91% Q1 2026 May 11, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 10,998 3,584 1.08% 1.03% 678 -229 -2.04% Q1 2026 Apr 28, 2026
apricus wealth, LLC History Reduced 10,969 3,575 1.74% 1.77% 679 -155 -1.39% Q1 2026 Apr 22, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 10,956 3,570 0.07% 0.07% 680 +51 0.47% Q1 2026 May 15, 2026
DRW Securities, LLC History Added to 10,896 3,551 0.05% 0.04% 681 +6,150 129.58% Q1 2026 May 13, 2026
PARK NATIONAL CORP /OH/ History Added to 10,883 3,547 0.11% 0.1% 682 +798 7.91% Q1 2026 Apr 16, 2026
GAMMA Investing LLC History Added to 10,864 3,540 0.17% 0.15% 683 +1,485 15.83% Q1 2026 Apr 06, 2026
Silvant Capital Management LLC History Reduced 10,825 3,528 0.12% 0.12% 684 -89 -0.82% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 10,734 3,498 0.11% 0.1% 685 +3,729 53.23% Q1 2026 Apr 29, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 10,691 3,484 0.39% 0.35% 686 +455 4.45% Q1 2026 Apr 30, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 10,594 3,452 0.02% 0.02% 687 +733 7.43% Q1 2026 Apr 14, 2026
North Dakota State Investment Board History Reduced 10,588 3,450 0.15% 0.15% 689 -2,177 -17.05% Q1 2026 May 08, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 10,558 3,450 0.25% 0.24% 688 +142 1.36% Q1 2026 Apr 20, 2026
Horizon Investment Services, LLC History Added to 10,574 3,446 1.2% 0.3% 690 +7,887 293.52% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,563 3,442 0.02% 0.01% 691 -2,718 -20.47% Q1 2026 Apr 29, 2026
Genus Capital Management Inc. History Reduced 10,544 3,436 0.39% 0.43% 692 -1,196 -10.19% Q1 2026 May 01, 2026
Argent Trust Co History Added to 10,444 3,404 0.12% 0.11% 693 +233 2.28% Q1 2026 May 13, 2026
LVW Advisors, LLC History Reduced 10,411 3,393 0.32% 0.33% 694 -137 -1.3% Q1 2026 Apr 20, 2026
Johnson Financial Group, Inc. History Reduced 10,325 3,374 0.12% 0.12% 695 -135 -1.29% Q1 2026 May 07, 2026
Raiffeisen Bank International AG History Added to 10,349 3,367 0.05% 0.03% 696 +3,474 50.53% Q1 2026 Apr 24, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 10,310 3,360 0.18% 0.2% 697 -576 -5.29% Q1 2026 Apr 16, 2026
Platform Technology Partners History Added to 10,232 3,334 0.64% 0.66% 698 +327 3.3% Q1 2026 Apr 27, 2026
Security National Bank History Added to 10,173 3,315 0.48% 0.45% 699 +128 1.27% Q1 2026 Apr 16, 2026
BEACON FINANCIAL GROUP History New 10,151 3,308 0.33% 700 +10,151 New Q1 2026 Apr 30, 2026
Argyle Capital Management, LLC History Reduced 10,137 3,303 1.07% 1.09% 701 -361 -3.44% Q1 2026 Apr 28, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 10,118 3,297 0.43% 0.41% 702 -469 -4.43% Q1 2026 May 05, 2026
MUFG SECURITIES AMERICAS INC. History Added to 10,064 3,280 0.21% 0.19% 703 +204 2.07% Q1 2026 May 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 10,052 3,276 0.1% 0.1% 704 -537 -5.07% Q1 2026 Apr 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 10,042 3,272 0.01% 0.01% 705 +2,103 26.49% Q1 2026 May 08, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 10,022 3,266 0.85% 0.64% 706 +2,097 26.46% Q1 2026 May 05, 2026
AlphaStar Capital Management, LLC History Added to 10,018 3,265 0.24% 0.13% 707 +4,224 72.9% Q1 2026 Apr 15, 2026
OneDigital Investment Advisors LLC History Reduced 9,973 3,250 0.03% 0.03% 708 -394 -3.8% Q1 2026 May 08, 2026
Smith Salley Wealth Management History Added to 9,954 3,244 0.16% 0.15% 709 +415 4.35% Q1 2026 Apr 16, 2026
Hamilton Wealth, LLC History Added to 9,930 3,236 0.23% 0.2% 710 +6,622 200.18% Q1 2026 May 18, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 9,852 3,211 0.13% 0.12% 711 -100 -1.0% Q1 2026 May 01, 2026
GWN SECURITIES INC. History Reduced 9,811 3,197 0.61% 0.65% 712 -562 -5.42% Q1 2026 May 14, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 9,794 3,192 0.22% 0.2% 713 0 0.0% Q1 2026 May 19, 2026
Winthrop Partners - WNY, LLC History Reduced 9,761 3,181 1.69% 1.65% 714 -48 -0.49% Q1 2026 May 07, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 9,746 3,176 0.06% 0.06% 715 +8 0.08% Q1 2026 Apr 20, 2026
CFS Investment Advisory Services, LLC History Reduced 9,595 3,174 0.22% 0.22% 716 -8 -0.08% Q1 2026 Apr 29, 2026
Nelson Capital Management, LLC History Reduced 9,696 3,160 0.39% 0.37% 717 -403 -3.99% Q1 2026 May 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 9,662 3,149 0.04% 0.03% 718 +1,019 11.79% Q1 2026 May 08, 2026
Dockside LLC History Reduced 9,586 3,124 0.79% 1.45% 719 -8,519 -47.05% Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History Reduced 9,559 3,115 0.05% 0.06% 720 -400 -4.02% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 9,500 3,096 0.01% 0.0% 721 +4,400 86.27% Q1 2026 May 15, 2026
Portland Global Advisors LLC History Reduced 9,492 3,093 0.33% 0.32% 722 -147 -1.53% Q1 2026 May 11, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 9,486 3,091 1.39% 1.25% 723 +158 1.69% Q1 2026 Apr 23, 2026
Cornerstone Planning, LLC History Reduced 9,414 3,070 0.69% 0.71% 724 -331 -3.4% Q1 2026 May 11, 2026
Chicago Capital, LLC History Reduced 9,403 3,064 0.08% 0.08% 725 -387 -3.95% Q1 2026 Apr 23, 2026
PFG Advisors History Added to 9,393 3,061 0.15% 0.12% 726 +1,362 16.96% Q1 2026 May 05, 2026
Sivia Capital Partners, LLC History Added to 9,384 3,058 0.59% 0.58% 727 +132 1.43% Q1 2026 May 12, 2026
Krilogy Financial LLC History Reduced 9,297 3,053 0.1% 0.11% 728 -1,109 -10.66% Q1 2026 Apr 17, 2026
Headlands Technologies LLC History Reduced 9,354 3,048 0.35% 0.5% 729 -9,819 -51.21% Q1 2026 May 13, 2026
Pictet North America Advisors SA History Added to 9,326 3,039 0.3% 0.27% 730 +72 0.78% Q1 2026 Apr 14, 2026
Haverford Trust Co History Added to 9,159 2,985 0.03% 0.03% 731 +71 0.78% Q1 2026 May 11, 2026
Penobscot Investment Management Company, Inc. History Reduced 9,119 2,972 0.23% 0.22% 732 -273 -2.91% Q1 2026 Apr 29, 2026
Cohen Klingenstein LLC History No change 9,120 2,972 0.1% 0.09% 733 0 0.0% Q1 2026 Apr 15, 2026
Herold Advisors, Inc. History Added to 9,019 2,939 0.65% 0.53% 734 +1,389 18.2% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Reduced 8,895 2,899 0.09% 0.08% 735 -4 -0.04% Q1 2026 May 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 8,856 2,886 0.04% 0.04% 736 -807 -8.35% Q1 2026 Apr 30, 2026
Machina Capital S.A.S. History Added to 8,852 2,885 0.57% 0.04% 737 +8,129 1124.34% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 8,804 2,869 0.25% 0.09% 738 +2,827 47.3% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Added to 8,768 2,857 0.03% 0.03% 739 +99 1.14% Q1 2026 Apr 28, 2026
Lincoln Capital LLC History Reduced 8,763 2,855 0.54% 0.5% 740 -88 -0.99% Q1 2026 May 01, 2026
Wealth Intelligence, LLC History Reduced 8,750 2,851 1.37% 1.41% 741 -374 -4.1% Q1 2026 Apr 15, 2026
Alaethes Wealth, LLC History Added to 8,715 2,848 0.81% 0.77% 742 +20 0.23% Q1 2026 May 12, 2026
South Dakota Investment Council History Reduced 8,714 2,840 0.05% 0.06% 743 -2,220 -20.3% Q1 2026 May 18, 2026
EQUITABLE TRUST CO History Reduced 8,665 2,824 0.13% 0.14% 744 -1,046 -10.77% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Added to 8,666 2,818 0.08% 0.04% 745 +3,925 82.79% Q1 2026 May 13, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 8,631 2,813 0.01% 0.06% 746 -49,900 -85.25% Q1 2026 May 14, 2026
Evelyn Partners Asset Management Ltd History Added to 8,628 2,812 0.69% 0.61% 747 +258 3.08% Q1 2026 May 15, 2026
InTrack Investment Management Inc History Reduced 8,624 2,810 1.6% 1.6% 748 -527 -5.76% Q1 2026 Apr 06, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 8,603 2,803 2.11% 2.06% 749 -370 -4.12% Q1 2026 Apr 23, 2026
WealthShield Partners, LLC History Added to 8,542 2,784 0.31% 0.28% 750 +400 4.91% Q1 2026 May 01, 2026
Parkside Financial Bank & Trust History Added to 8,508 2,772 0.21% 0.19% 751 +305 3.72% Q1 2026 May 13, 2026
Prime Capital Investment Advisors, LLC History Added to 8,486 2,765 0.03% 0.03% 752 +738 9.53% Q1 2026 May 08, 2026
Lantz Financial LLC History Reduced 8,399 2,737 0.57% 0.59% 753 -493 -5.54% Q1 2026 Apr 09, 2026
J.W. COLE ADVISORS, INC. History Reduced 8,379 2,730 0.09% 0.06% 754 -392 -4.47% Q1 2026 Apr 23, 2026
Douglass Winthrop Advisors, LLC History Reduced 8,346 2,720 0.05% 0.05% 755 -825 -9.0% Q1 2026 May 13, 2026
Concord Wealth Partners History Added to 8,339 2,717 0.35% 0.33% 756 +198 2.43% Q1 2026 May 01, 2026
ASHTON THOMAS SECURITIES, LLC History New 8,310 2,708 0.34% 757 +8,310 New Q1 2026 May 18, 2026
Perpetual Ltd History Reduced 8,288 2,701 0.04% 0.04% 758 -27 -0.32% Q1 2026 Apr 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 8,276 2,697 0.01% 0.01% 759 +121 1.48% Q1 2026 Apr 22, 2026
T. Rowe Price Investment Management, Inc. History New 8,270 2,696 0.0% 760 +8,270 New Q1 2026 May 15, 2026
Coastal Bridge Advisors, LLC History Added to 8,228 2,681 0.19% 0.19% 761 +55 0.67% Q1 2026 May 14, 2026
Freedom Day Solutions, LLC History Added to 8,215 2,677 0.72% 0.68% 762 +228 2.85% Q1 2026 May 05, 2026
Bowman & Co S.C. History No change 8,558 2,672 1.13% 1.13% 763 0 0.0% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 8,174 2,664 0.07% 0.06% 764 -4 -0.05% Q1 2026 Apr 29, 2026
Spire Wealth Management History Reduced 8,172 2,663 0.09% 0.09% 765 -443 -5.14% Q1 2026 Apr 22, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 8,160 2,659 0.16% 0.14% 766 0 0.0% Q1 2026 May 21, 2026
Concord Asset Management, LLC/VA History Added to 8,156 2,658 0.45% 0.43% 767 +216 2.72% Q1 2026 May 01, 2026
Roundview Capital LLC History Reduced 8,144 2,654 0.17% 0.16% 768 -208 -2.49% Q1 2026 May 08, 2026
Bull Harbor Capital LLC History New 8,092 2,637 0.71% 769 +8,092 New Q1 2026 May 18, 2026
VestGen Advisors, LLC History Added to 8,185 2,635 0.07% 0.1% 770 +663 8.81% Q1 2026 May 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 8,074 2,631 0.12% 0.13% 771 -221 -2.66% Q1 2026 Apr 28, 2026
Legato Capital Management LLC History No change 8,000 2,607 0.24% 0.21% 772 0 0.0% Q1 2026 May 14, 2026
Wealthcare Advisory Partners LLC History Added to 7,984 2,602 0.05% 0.05% 773 +272 3.53% Q1 2026 Apr 14, 2026
Phoenix Wealth Advisors History Reduced 7,944 2,589 1.02% 1.02% 774 -523 -6.18% Q1 2026 Apr 22, 2026
Round Rock Advisors LLC History Reduced 7,921 2,581 0.39% 0.41% 775 -820 -9.38% Q1 2026 May 15, 2026
Donoghue Forlines LLC History Added to 7,914 2,579 0.71% 0.75% 776 +186 2.41% Q1 2026 May 13, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 7,819 2,556 0.56% 0.6% 777 -469 -5.66% Q1 2026 May 05, 2026
WESTPAC BANKING CORP History Reduced 7,828 2,551 0.18% 0.15% 778 -27 -0.34% Q1 2026 May 11, 2026
HM PAYSON & CO History Reduced 7,748 2,525 0.04% 0.04% 779 -209 -2.63% Q1 2026 Apr 13, 2026
Ballentine Partners, LLC History Added to 7,741 2,523 0.04% 0.03% 780 +468 6.43% Q1 2026 May 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 7,717 2,515 1.02% 0.97% 781 +247 3.31% Q1 2026 Apr 24, 2026
Smartleaf Asset Management LLC History Added to 7,703 2,506 0.09% 0.09% 782 +272 3.66% Q1 2026 May 15, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 7,685 2,504 0.85% 0.91% 783 -973 -11.24% Q1 2026 Apr 16, 2026
Tower Research Capital LLC (TRC) History Reduced 7,678 2,502 0.07% 0.09% 784 -4,284 -35.81% Q1 2026 May 15, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 7,653 2,500 0.61% 0.58% 785 +166 2.22% Q1 2026 Apr 16, 2026
SIGNATUREFD, LLC History Added to 7,645 2,491 0.04% 0.04% 786 +198 2.66% Q1 2026 Apr 07, 2026
AE Wealth Management LLC History Added to 7,617 2,482 0.01% 0.01% 787 +1,332 21.19% Q1 2026 May 13, 2026
Arkadios Wealth Advisors History Reduced 7,530 2,454 0.04% 0.05% 788 -1,428 -15.94% Q1 2026 May 18, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 7,508 2,447 1.73% 1.57% 789 -2 -0.03% Q1 2026 Apr 24, 2026
Aries Wealth Management History No change 7,422 2,419 0.53% 0.51% 790 0 0.0% Q1 2026 May 14, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 7,420 2,418 1.54% 1.51% 791 -25 -0.34% Q1 2026 Apr 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 7,406 2,413 0.06% 0.06% 792 +293 4.12% Q1 2026 Apr 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 7,398 2,411 0.19% 0.17% 793 +169 2.34% Q1 2026 May 13, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 7,380 2,405 1.21% 1.24% 794 -678 -8.41% Q1 2026 May 15, 2026
MEEDER ASSET MANAGEMENT INC History Added to 7,355 2,397 0.14% 0.0% 795 +7,233 5928.69% Q1 2026 May 07, 2026
Capital Investment Advisors, LLC History Added to 7,261 2,366 0.03% 0.03% 796 +497 7.35% Q1 2026 Apr 17, 2026
Frec Markets, Inc. History Added to 7,229 2,356 0.4% 0.24% 797 +4,571 171.97% Q1 2026 May 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 7,184 2,341 0.56% 0.54% 798 -10 -0.14% Q1 2026 Apr 28, 2026
Parallel Advisors, LLC History Added to 7,145 2,329 0.04% 0.04% 799 +345 5.07% Q1 2026 Jun 02, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 7,123 2,321 0.01% 800 +7,123 New Q1 2026 May 12, 2026
EverSource Wealth Advisors, LLC History Reduced 7,116 2,319 0.07% 0.08% 801 -157 -2.16% Q1 2026 May 15, 2026
Sowell Financial Services LLC History Added to 7,107 2,316 0.09% 0.02% 802 +5,404 317.32% Q1 2026 Apr 20, 2026
Cornerstone Wealth Management, LLC History Added to 7,096 2,312 0.12% 0.07% 804 +2,613 58.29% Q1 2026 Apr 23, 2026
BOWEN HANES & CO INC History No change 7,095 2,312 0.06% 0.06% 803 0 0.0% Q1 2026 May 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 7,039 2,294 0.12% 0.12% 805 -131 -1.83% Q1 2026 Apr 15, 2026
OSTRUM ASSET MANAGEMENT History Added to 7,039 2,294 0.13% 0.1% 806 +103 1.49% Q1 2026 May 14, 2026
NorthCoast Asset Management LLC History Added to 7,025 2,289 0.05% 0.05% 807 +250 3.69% Q1 2026 May 13, 2026
Constant Guidance Financial LLC History Reduced 7,009 2,284 1.58% 2.27% 808 -3,309 -32.07% Q1 2026 May 15, 2026
CrossGen Wealth, LLC History Reduced 6,980 2,274 2.0% 1.95% 809 -121 -1.7% Q1 2026 Apr 22, 2026
Frank, Rimerman Advisors LLC History Reduced 6,969 2,271 0.15% 0.15% 810 -545 -7.25% Q1 2026 Apr 29, 2026
EASTERN BANK History Added to 6,961 2,268 0.04% 0.04% 811 +17 0.24% Q1 2026 Apr 07, 2026
Dynamic Advisor Solutions LLC History Reduced 6,946 2,264 0.07% 0.07% 812 -100 -1.42% Q1 2026 Apr 08, 2026
FIRST NATIONAL TRUST CO History Reduced 6,935 2,260 0.08% 0.07% 813 -13 -0.19% Q1 2026 May 07, 2026
TMB Capital Partners, LLC History Added to 6,927 2,257 0.76% 0.73% 814 +100 1.46% Q1 2026 May 08, 2026
denkapparat Operations GmbH History New 6,916 2,254 0.93% 815 +6,916 New Q1 2026 May 11, 2026
Joel Isaacson & Co., LLC History Added to 6,879 2,242 0.07% 0.07% 816 +90 1.33% Q1 2026 Apr 22, 2026
NEVILLE RODIE & SHAW INC History Reduced 6,874 2,240 0.16% 0.16% 817 -210 -2.96% Q1 2026 Apr 01, 2026
Clear Harbor Asset Management, LLC History Reduced 6,871 2,239 0.15% 0.15% 818 -124 -1.77% Q1 2026 May 05, 2026
Lester Murray Antman dba SimplyRich History Reduced 6,862 2,236 0.57% 0.56% 819 -32 -0.46% Q1 2026 May 01, 2026
Ascent Group, LLC History Added to 6,846 2,231 0.08% 0.06% 820 +754 12.38% Q1 2026 May 15, 2026
Faithward Advisors, LLC History Added to 7,435 2,204 0.31% 0.27% 821 +1,468 24.6% Q1 2026 Apr 17, 2026
Nicholson Wealth Management Group, LLC History Added to 6,756 2,201 1.28% 1.24% 822 +9 0.13% Q1 2026 May 04, 2026
Stillwater Wealth Management Group History Added to 6,704 2,185 1.35% 1.21% 823 +963 16.77% Q1 2026 May 11, 2026
Quadcap Wealth Management, LLC History Reduced 6,670 2,174 0.25% 0.24% 824 -141 -2.07% Q1 2026 May 15, 2026
MATHER GROUP, LLC. History Reduced 6,662 2,171 0.02% 0.02% 825 -6 -0.09% Q1 2026 Apr 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,624 2,155 0.14% 0.1% 826 -66 -0.99% Q1 2026 Apr 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 6,595 2,149 0.03% 827 +6,595 New Q1 2026 May 01, 2026
Family Legacy, Inc. History Reduced 6,588 2,147 0.65% 0.62% 828 -90 -1.35% Q1 2026 May 12, 2026
Plato Investment Management Ltd History Reduced 6,573 2,143 0.14% 0.14% 829 -247 -3.62% Q1 2026 May 04, 2026
Larson Financial Group LLC History Added to 6,536 2,130 0.07% 0.05% 830 +1,415 27.63% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Added to 6,525 2,126 0.05% 0.04% 831 +104 1.62% Q1 2026 Apr 14, 2026
McMillan Office, Inc. History No change 6,486 2,113 0.27% 0.24% 832 0 0.0% Q1 2026 Apr 23, 2026
New England Research & Management, Inc. History Added to 6,460 2,105 0.89% 0.83% 833 +385 6.34% Q1 2026 May 07, 2026
Chicago Partners Investment Group LLC History Added to 6,409 2,085 0.05% 0.05% 834 +233 3.77% Q1 2026 May 04, 2026
OSSIAM History Reduced 6,370 2,076 0.04% 0.04% 835 -70 -1.09% Q1 2026 May 14, 2026
Jefferson Bridge Capital, LLC History Reduced 6,355 2,071 2.06% 2.01% 836 -52 -0.81% Q1 2026 May 07, 2026
DAVIDSON TRUST CO History Reduced 6,340 2,066 0.89% 0.93% 838 -834 -11.63% Q1 2026 Apr 20, 2026
NBT BANK N A /NY History Reduced 6,339 2,066 0.14% 0.13% 837 -600 -8.65% Q1 2026 Apr 28, 2026
AustralianSuper Pty Ltd History New 6,336 2,065 0.01% 839 +6,336 New Q1 2026 May 07, 2026
SUMMITRY LLC History Reduced 6,328 2,062 0.07% 0.08% 840 -9 -0.14% Q1 2026 May 22, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 6,305 2,055 0.27% 0.25% 841 0 0.0% Q1 2026 May 15, 2026
Virtus Investment Advisers, LLC History New 6,294 2,051 0.57% 842 +6,294 New Q1 2026 May 14, 2026
Cunning Capital Partners, LP History No change 6,229 2,030 1.03% 0.9% 843 0 0.0% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Reduced 6,210 2,023 0.04% 0.04% 844 -91 -1.44% Q1 2026 May 01, 2026
Baldwin Investment Management, LLC History Reduced 6,193 2,018 0.24% 0.22% 845 -100 -1.59% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,191 2,017 0.11% 0.09% 846 +1,078 21.08% Q1 2026 May 07, 2026
Schear Investment Advisers, LLC History Reduced 6,178 2,013 0.89% 0.85% 847 -136 -2.15% Q1 2026 Apr 28, 2026
Gilliland Jeter Wealth Management LLC History Reduced 6,162 2,008 0.59% 0.59% 848 -59 -0.95% Q1 2026 Apr 24, 2026
Trail Ridge Investment Advisors, LLC History No change 6,133 1,998 0.87% 0.82% 849 0 0.0% Q1 2026 May 05, 2026
Convergence Investment Partners, LLC History Added to 6,125 1,996 0.33% 0.37% 850 +158 2.65% Q1 2026 May 07, 2026
Wescott Financial Advisory Group, LLC History Added to 6,100 1,988 0.17% 0.17% 851 +20 0.33% Q1 2026 May 12, 2026
Alyeska Investment Group, L.P. History New 6,099 1,987 0.01% 852 +6,099 New Q1 2026 May 15, 2026
TCW GROUP INC History Reduced 6,052 1,972 0.01% 0.02% 853 -1,556 -20.45% Q1 2026 May 14, 2026
Main Street Financial Solutions, LLC History No change 6,304 1,967 0.15% 0.15% 854 0 0.0% Q4 2025 Feb 17, 2026
THOMPSON DAVIS & CO., INC. History Reduced 6,025 1,963 1.31% 1.14% 855 -100 -1.63% Q1 2026 Apr 16, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 5,999 1,955 0.12% 0.11% 856 -10 -0.17% Q1 2026 May 12, 2026
EAGLE GLOBAL ADVISORS LLC History No change 6,000 1,955 0.07% 0.07% 857 0 0.0% Q1 2026 May 15, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 5,967 1,944 0.39% 0.36% 858 -105 -1.73% Q1 2026 Apr 28, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Added to 5,841 1,903 0.12% 0.11% 859 +127 2.22% Q1 2026 Apr 29, 2026
IHT Wealth Management, LLC History Added to 5,816 1,895 0.04% 0.04% 860 +274 4.94% Q1 2026 May 15, 2026
Inscription Capital, LLC History Reduced 5,789 1,886 0.2% 0.21% 861 -891 -13.34% Q1 2026 Apr 20, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 5,784 1,885 0.27% 0.26% 862 +255 4.61% Q1 2026 Apr 27, 2026
Stablepoint Partners, LLC History Added to 5,774 1,881 0.28% 0.27% 863 +283 5.15% Q1 2026 Apr 30, 2026
Exeter Financial, LLC History No change 5,767 1,879 0.77% 0.77% 864 0 0.0% Q1 2026 Apr 23, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 5,760 1,877 0.11% 0.07% 865 +1,684 41.32% Q1 2026 May 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 5,749 1,873 0.11% 0.12% 866 -746 -11.49% Q1 2026 Apr 17, 2026
Valmark Advisers, Inc. History Reduced 5,723 1,865 0.02% 0.02% 867 -324 -5.36% Q1 2026 May 01, 2026
Demars Financial Group, LLC History Added to 5,720 1,864 0.61% 0.57% 868 +233 4.25% Q1 2026 Apr 29, 2026
Capital Group Private Client Services, Inc. History Reduced 5,714 1,862 0.03% 0.07% 869 -7,804 -57.73% Q1 2026 May 13, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 5,700 1,858 0.54% 0.58% 870 -1,735 -23.34% Q1 2026 Apr 23, 2026
Vavra Capital Management, LLC History No change 5,701 1,858 1.81% 1.75% 871 0 0.0% Q1 2026 Apr 27, 2026
CSM Advisors, LLC History Reduced 5,690 1,854 0.05% 0.05% 872 -197 -3.35% Q1 2026 May 15, 2026
KEMPNER CAPITAL MANAGEMENT INC. History No change 5,909 1,847 1.75% 1.75% 873 0 0.0% Q4 2025 Jan 12, 2026
Sage Capital Advisors,llc History New 5,665 1,846 0.43% 874 +5,665 New Q1 2026 Apr 07, 2026
Berkeley Capital Partners, LLC History Added to 5,655 1,843 0.43% 0.18% 875 +3,237 133.87% Q1 2026 May 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 5,611 1,832 0.04% 0.04% 876 +2,997 114.65% Q1 2026 Apr 27, 2026
SUMITOMO LIFE INSURANCE CO History Added to 5,615 1,830 0.04% 0.05% 877 +153 2.8% Q1 2026 May 12, 2026
Jacobi Capital Management LLC History Added to 5,596 1,823 0.1% 0.1% 878 +51 0.92% Q1 2026 May 13, 2026
SYON CAPITAL LLC History Added to 5,589 1,821 0.09% 0.08% 879 +244 4.57% Q1 2026 May 13, 2026
Essex Financial Services, Inc. History Added to 5,569 1,815 0.1% 0.1% 880 +48 0.87% Q1 2026 Apr 24, 2026
Graham Capital Management, L.P. History New 5,532 1,803 0.04% 881 +5,532 New Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Reduced 5,523 1,800 0.1% 0.09% 882 -187 -3.27% Q1 2026 May 14, 2026
Life Cycle Investment Partners Ltd History New 5,518 1,798 0.01% 883 +5,518 New Q1 2026 May 12, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 5,511 1,796 0.07% 0.06% 884 -160 -2.82% Q1 2026 May 11, 2026
Field & Main Bank History Reduced 5,507 1,794 0.52% 0.5% 885 -42 -0.76% Q1 2026 Apr 10, 2026
Wedmont Private Capital History Added to 5,384 1,790 0.06% 0.06% 886 +140 2.67% Q1 2026 Apr 09, 2026
Roxbury Financial LLC History Reduced 5,483 1,787 1.61% 1.54% 887 -11 -0.2% Q1 2026 Apr 17, 2026
Ascentis Independent Advisors History Added to 5,460 1,779 0.13% 0.11% 888 +3,202 141.81% Q1 2026 Apr 28, 2026
Missouri Trust & Investment Co History Added to 5,451 1,776 0.52% 0.43% 889 +799 17.18% Q1 2026 May 14, 2026
Ellevest, Inc. History Added to 5,441 1,773 0.25% 0.23% 890 +150 2.84% Q1 2026 May 11, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 5,409 1,762 0.24% 0.23% 891 -35 -0.64% Q1 2026 May 15, 2026
Trueblood Wealth Management, LLC History Reduced 5,385 1,755 0.69% 0.66% 893 -67 -1.23% Q1 2026 Apr 21, 2026
SCOTIA CAPITAL INC. History Added to 5,385 1,755 0.01% 0.01% 892 +34 0.64% Q1 2026 May 13, 2026
Independent Advisor Alliance History Reduced 5,381 1,754 0.02% 0.22% 894 -23,449 -81.34% Q1 2026 May 12, 2026
Cordatus Wealth Management LLC History Added to 5,377 1,752 0.42% 0.39% 895 +19 0.35% Q1 2026 Apr 29, 2026
Advisor OS, LLC History Reduced 5,373 1,751 0.13% 0.18% 896 -1,713 -24.17% Q1 2026 May 07, 2026
SHAYNE & JACOBS, LLC History No change 5,370 1,750 0.54% 0.51% 897 0 0.0% Q1 2026 Apr 28, 2026
Banque Transatlantique SA History New 5,358 1,746 0.04% 899 +5,358 New Q1 2026 May 13, 2026
Sage Investment Counsel LLC History Added to 5,358 1,746 1.94% 1.81% 898 +100 1.9% Q1 2026 Apr 24, 2026
IFP Advisors, Inc History Added to 5,332 1,737 0.04% 0.04% 900 +25 0.47% Q1 2026 Apr 13, 2026
Snowden Capital Advisors LLC History Reduced 5,301 1,732 0.05% 0.05% 901 -489 -8.45% Q1 2026 May 14, 2026
Heritage Trust Co History No change 5,296 1,726 0.17% 0.17% 902 0 0.0% Q1 2026 May 13, 2026
Sepio Capital, LP History Reduced 5,290 1,724 0.09% 0.09% 903 -108 -2.0% Q1 2026 May 13, 2026
RiverFront Investment Group, LLC History Added to 5,288 1,723 0.03% 0.02% 904 +1,930 57.47% Q1 2026 May 11, 2026
Impact Capital Partners LLC History Reduced 5,284 1,722 0.52% 0.51% 905 -216 -3.93% Q1 2026 Apr 10, 2026
TRUST CO OF OKLAHOMA History Added to 5,270 1,717 0.5% 0.47% 906 +133 2.59% Q1 2026 Apr 20, 2026
AA Financial Advisors, LLC History Added to 5,259 1,714 0.24% 0.29% 907 +286 5.75% Q1 2026 Apr 20, 2026
Central Pacific Bank - Trust Division History No change 5,229 1,704 0.22% 0.2% 908 0 0.0% Q1 2026 Apr 07, 2026
Susquehanna Portfolio Strategies, LLC History No change 5,218 1,700 0.03% 0.03% 909 0 0.0% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History New 5,214 1,699 0.07% 911 +5,214 New Q1 2026 May 15, 2026
GS Investments, Inc. History No change 5,215 1,699 0.97% 0.88% 910 0 0.0% Q1 2026 May 06, 2026
Compound Planning, Inc. History Added to 5,209 1,697 0.05% 0.04% 912 +578 12.48% Q1 2026 May 14, 2026
Towne Trust Company, N.A History Reduced 5,206 1,696 0.54% 0.54% 913 -325 -5.88% Q1 2026 Apr 22, 2026
Kingsview Wealth Management, LLC History Reduced 5,204 1,696 0.02% 0.02% 914 -75 -1.42% Q1 2026 May 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 5,182 1,689 0.08% 0.08% 915 +620 13.59% Q1 2026 Apr 15, 2026
EVOKE WEALTH, LLC History Reduced 5,111 1,670 0.03% 0.03% 916 -25 -0.49% Q1 2026 May 14, 2026
WADDELL & ASSOCIATES, LLC History Added to 5,102 1,663 0.09% 0.1% 918 +127 2.55% Q1 2026 May 11, 2026
Claro Advisors Inc. History Added to 5,105 1,663 0.2% 0.22% 917 +37 0.73% Q1 2026 Apr 21, 2026
Prosperity Consulting Group, LLC History Added to 5,088 1,658 0.07% 0.07% 919 +378 8.03% Q1 2026 May 05, 2026
BURNEY CO/ History Reduced 5,072 1,653 0.05% 0.07% 920 -2,314 -31.33% Q1 2026 Apr 29, 2026
Wealth Quarterback LLC History Added to 5,074 1,653 0.65% 0.57% 921 +22 0.44% Q1 2026 Apr 09, 2026
Impact Partnership Wealth, LLC History New 5,064 1,650 0.2% 922 +5,064 New Q1 2026 Apr 23, 2026
Legacy Wealth Asset Management, LLC History Reduced 5,043 1,643 0.4% 0.77% 923 -5,010 -49.84% Q1 2026 Apr 08, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 5,378 1,639 0.51% 0.51% 924 0 0.0% Q4 2025 Feb 10, 2026
WEBSTER BANK, N. A. History Added to 5,025 1,637 0.15% 0.14% 925 +169 3.48% Q1 2026 Apr 17, 2026
Cumberland Partners Ltd History New 5,000 1,629 0.12% 926 +5,000 New Q1 2026 May 14, 2026
READYSTATE ASSET MANAGEMENT LP History New 5,000 1,629 0.07% 927 +5,000 New Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 4,929 1,606 0.0% 0.0% 928 +40 0.82% Q1 2026 May 05, 2026
Oak Thistle LLC History New 4,898 1,596 0.15% 929 +4,898 New Q1 2026 Apr 10, 2026
DB Fitzpatrick & Co, Inc History Added to 4,891 1,594 1.36% 1.33% 930 +96 2.0% Q1 2026 Apr 27, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 4,877 1,589 0.5% 0.46% 931 -50 -1.01% Q1 2026 Apr 29, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 4,863 1,584 0.01% 0.01% 932 +889 22.37% Q1 2026 May 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 4,858 1,583 0.31% 0.37% 933 -774 -13.74% Q1 2026 May 15, 2026
Legacy Private Trust Co. History Reduced 4,845 1,579 0.1% 0.1% 934 -884 -15.43% Q1 2026 Apr 07, 2026
Crestwood Advisors Group, LLC History Added to 4,841 1,577 0.03% 0.02% 935 +809 20.06% Q1 2026 May 05, 2026
Aaron Wealth Advisors LLC History Added to 4,814 1,569 0.09% 0.08% 936 +83 1.75% Q1 2026 Apr 21, 2026
Ballast, Inc. History Added to 4,811 1,568 0.36% 0.35% 937 +45 0.94% Q1 2026 May 15, 2026
WORLD EQUITY GROUP, INC. History Added to 4,806 1,566 0.41% 0.14% 938 +3,214 201.88% Q1 2026 May 06, 2026
Capula Management Ltd History Added to 4,800 1,564 0.01% 0.0% 939 +3,000 166.67% Q1 2026 May 14, 2026
Journey Advisory Group, LLC History Reduced 4,828 1,564 0.13% 0.13% 940 -32 -0.66% Q1 2026 May 05, 2026
Columbia Bank History Reduced 4,778 1,557 0.44% 0.42% 941 -71 -1.46% Q1 2026 Apr 28, 2026
Arista Wealth Management, LLC History No change 4,771 1,555 0.19% 0.18% 942 0 0.0% Q1 2026 Apr 30, 2026
RoundAngle Advisors LLC History Added to 4,740 1,544 1.15% 1.06% 943 +68 1.46% Q1 2026 Apr 08, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 4,737 1,543 0.2% 0.21% 944 -9 -0.19% Q1 2026 Apr 15, 2026
MONTAG A & ASSOCIATES INC History Added to 4,725 1,542 0.07% 0.06% 945 +600 14.55% Q1 2026 Apr 29, 2026
Monte Financial Group, LLC History Reduced 4,718 1,537 0.55% 0.66% 946 -996 -17.43% Q1 2026 May 14, 2026
Stonebrook Private Inc. History Reduced 4,701 1,532 0.33% 0.31% 948 -91 -1.9% Q1 2026 May 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,701 1,532 0.03% 0.03% 947 -73 -1.53% Q1 2026 May 13, 2026
Procyon Advisors, LLC History Reduced 4,680 1,525 0.07% 0.08% 949 -242 -4.92% Q1 2026 May 04, 2026
CSS LLC/IL History Added to 4,660 1,518 0.07% 0.03% 950 +2,510 116.74% Q1 2026 May 15, 2026
Elevate Capital Advisors, LLC History Reduced 4,652 1,516 0.98% 1.07% 952 -525 -10.14% Q1 2026 Apr 23, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,651 1,516 0.07% 0.07% 951 -56 -1.19% Q1 2026 May 18, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 4,624 1,507 0.25% 0.24% 953 -15 -0.32% Q1 2026 Apr 21, 2026
Minot DeBlois Advisors LLC History Added to 4,619 1,505 1.37% 1.29% 954 +15 0.33% Q1 2026 May 08, 2026
Applied Capital LLC/FL History Added to 4,609 1,502 0.71% 0.8% 955 +270 6.22% Q1 2026 May 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 4,573 1,490 0.18% 0.0% 956 +4,484 5038.2% Q1 2026 Apr 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4,568 1,488 0.03% 0.03% 957 -90 -1.93% Q1 2026 Apr 27, 2026
Brookstone Capital Management History Added to 4,565 1,487 0.02% 0.02% 958 +28 0.62% Q1 2026 Apr 16, 2026
DF DENT & CO INC History Added to 4,545 1,481 0.03% 0.02% 959 +300 7.07% Q1 2026 May 15, 2026
Caerus Investment Advisors, LLC History Reduced 4,539 1,479 0.62% 0.64% 960 -1,770 -28.06% Q1 2026 Jun 01, 2026
WOLFF WIESE MAGANA LLC History Added to 4,529 1,476 0.81% 0.0% 961 +4,524 90480.0% Q1 2026 Apr 13, 2026
Berry Wealth Group, LP History Reduced 4,515 1,471 5.5% 5.18% 963 -208 -4.4% Q1 2026 Apr 22, 2026
Ceeto Capital Group, LLC History No change 4,500 1,471 0.45% 0.41% 962 0 0.0% Q1 2026 May 14, 2026
Advisory Resource Group History Reduced 4,511 1,470 0.25% 0.26% 964 -147 -3.16% Q1 2026 May 15, 2026
Asset Planning,Inc History Added to 4,495 1,464 1.04% 0.98% 965 +14 0.31% Q1 2026 Apr 23, 2026
CNB Bank History Added to 4,478 1,459 0.61% 0.57% 966 +30 0.67% Q1 2026 May 06, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 4,475 1,458 0.04% 0.03% 967 +739 19.78% Q1 2026 Apr 15, 2026
Relyea Zuckerberg Hanson LLC History Added to 4,454 1,451 0.15% 0.13% 969 +263 6.28% Q1 2026 Apr 30, 2026
Huntleigh Advisors, Inc. History Added to 4,454 1,451 0.25% 0.23% 968 +92 2.11% Q1 2026 Apr 21, 2026
BKM Wealth Management, LLC History Reduced 4,446 1,449 0.53% 0.55% 970 -336 -7.03% Q1 2026 Apr 22, 2026
Northstar Group, Inc. History Added to 4,420 1,440 0.2% 0.18% 971 +145 3.39% Q1 2026 Apr 28, 2026
CANANDAIGUA NATIONAL CORP History New 4,408 1,436 0.13% 972 +4,408 New Q1 2026 Apr 08, 2026
Modern Wealth Management, LLC History Added to 4,385 1,434 0.02% 0.02% 973 +1,595 57.17% Q1 2026 May 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,582 1,430 0.13% 0.13% 974 0 0.0% Q4 2025 Jan 30, 2026
FOSTER & MOTLEY INC History Added to 4,371 1,425 0.07% 0.07% 975 +59 1.37% Q1 2026 Apr 21, 2026
Total Clarity Wealth Management, Inc. History Added to 4,363 1,422 0.33% 0.32% 976 +116 2.73% Q1 2026 Apr 17, 2026
Harold Davidson & Associates Inc. History Added to 4,355 1,419 0.69% 0.6% 977 +9 0.21% Q1 2026 Apr 30, 2026
Meadow Creek Wealth Advisors LLC History Reduced 4,342 1,415 0.92% 0.87% 978 -26 -0.6% Q1 2026 Apr 30, 2026
Wealthspire Advisors, LLC History Reduced 4,336 1,413 0.01% 0.02% 979 -2,307 -34.73% Q1 2026 May 01, 2026
Legacy Financial Advisors, Inc. History Added to 4,328 1,410 0.2% 0.17% 981 +309 7.69% Q1 2026 Apr 30, 2026
Fiduciary Group, LLC History Reduced 4,327 1,410 0.12% 0.12% 980 -95 -2.15% Q1 2026 May 11, 2026
Ark Wealth Advisors LLC History Added to 4,324 1,409 1.4% 1.23% 983 +651 17.72% Q1 2026 May 14, 2026
Disciplined Investors, L.L.C. History Added to 4,324 1,409 0.84% 0.87% 982 +91 2.15% Q1 2026 May 12, 2026
Savvy Advisors, Inc. History Reduced 4,313 1,405 0.04% 0.04% 984 -153 -3.43% Q1 2026 May 11, 2026
OPAL CAPITAL LLC History New 4,260 1,388 0.25% 985 +4,260 New Q1 2026 May 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 4,257 1,387 0.02% 0.03% 986 -2,141 -33.46% Q1 2026 May 04, 2026
Pekin Hardy Strauss, Inc. History Reduced 4,239 1,381 0.14% 0.14% 987 -500 -10.55% Q1 2026 May 06, 2026
Stamos Capital Partners, L.P. History Added to 4,234 1,379 0.22% 0.19% 988 +483 12.88% Q1 2026 May 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 4,216 1,374 0.1% 0.09% 989 +93 2.26% Q1 2026 May 12, 2026
Abbot Financial Management, Inc. History Added to 4,215 1,373 0.57% 0.53% 990 +91 2.21% Q1 2026 May 13, 2026
CERTUITY, LLC History Reduced 4,197 1,367 0.09% 0.11% 991 -1,266 -23.17% Q1 2026 May 11, 2026
Parcion Private Wealth LLC History Reduced 4,196 1,367 0.08% 0.08% 992 -149 -3.43% Q1 2026 Apr 22, 2026
Westhampton Capital, LLC History No change 4,190 1,365 0.64% 0.62% 993 0 0.0% Q1 2026 Apr 16, 2026
Trust Asset Management LLC History No change 4,171 1,359 0.1% 0.09% 994 0 0.0% Q1 2026 Apr 20, 2026
CENTRAL VALLEY ADVISORS, LLC History Reduced 4,156 1,355 0.37% 0.7% 996 -3,350 -44.63% Q1 2026 Apr 09, 2026
Pine Valley Investments Ltd Liability Co History No change 4,331 1,355 0.06% 0.06% 995 0 0.0% Q4 2025 Feb 13, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History New 4,142 1,350 0.61% 997 +4,142 New Q1 2026 Apr 13, 2026
VERUS CAPITAL PARTNERS, LLC History New 4,118 1,342 0.09% 998 +4,118 New Q1 2026 May 21, 2026
STOCK YARDS BANK & TRUST CO History Added to 4,105 1,337 0.04% 0.04% 999 +34 0.84% Q1 2026 Apr 24, 2026
Employees Retirement System of Texas History Reduced 4,087 1,332 0.01% 0.1% 1000 -33,845 -89.23% Q1 2026 May 13, 2026
MGB Wealth Management, LLC History No change 4,270 1,332 0.38% 0.38% 1001 0 0.0% Q4 2025 Feb 17, 2026
BOYAR ASSET MANAGEMENT INC. History Added to 4,072 1,327 0.76% 0.44% 1002 +1,824 81.14% Q1 2026 May 08, 2026
Formidable Asset Management, LLC History Reduced 4,237 1,322 0.2% 0.18% 1003 -55 -1.28% Q1 2026 Apr 22, 2026
TIAA Wealth Investment Management LLC History New 4,040 1,316 0.01% 1004 +4,040 New Q1 2026 May 12, 2026
Gryphon Financial Partners LLC History Added to 3,974 1,295 0.13% 0.13% 1005 +163 4.28% Q1 2026 May 06, 2026
Obermeyer Wealth Partners History Reduced 3,965 1,292 0.06% 1.08% 1006 -71,529 -94.75% Q1 2026 Apr 20, 2026
TigerOak Management, L.L.C. History Added to 3,963 1,291 0.41% 0.38% 1008 +6 0.15% Q1 2026 Apr 21, 2026
FC Advisory LLC History No change 3,964 1,291 0.38% 0.36% 1007 0 0.0% Q1 2026 Apr 14, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 3,955 1,289 0.07% 0.06% 1009 +521 15.17% Q1 2026 Apr 30, 2026
AMG National Trust Bank History Added to 3,953 1,288 0.03% 0.03% 1010 +413 11.67% Q1 2026 May 04, 2026
DELPHI MANAGEMENT INC /MA/ History Reduced 3,949 1,287 1.54% 1.58% 1011 -1,235 -23.82% Q1 2026 Apr 20, 2026
Advisors Asset Management, Inc. History Reduced 3,949 1,287 0.02% 0.02% 1012 -507 -11.38% Q1 2026 May 15, 2026
Grey Ledge Advisors, LLC History Added to 3,907 1,273 0.29% 0.27% 1013 +11 0.28% Q1 2026 Apr 20, 2026
Lansing Street Advisors History Reduced 3,888 1,271 0.32% 0.36% 1014 -618 -13.72% Q1 2026 Apr 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 3,899 1,270 0.09% 0.08% 1015 -8 -0.2% Q1 2026 Apr 21, 2026
Fairtree Asset Management (Pty) Ltd History New 3,880 1,264 0.58% 1016 +3,880 New Q1 2026 May 13, 2026
NFSG Corp History Reduced 3,875 1,263 0.21% 0.2% 1017 -321 -7.65% Q1 2026 May 05, 2026
Asset Dedication, LLC History Reduced 3,857 1,257 0.09% 0.09% 1018 -668 -14.76% Q1 2026 May 29, 2026
SAXON INTERESTS, INC. History Reduced 3,843 1,252 0.43% 0.55% 1020 -1,173 -23.39% Q1 2026 Apr 29, 2026
Richard Bernstein Advisors LLC History No change 3,844 1,252 0.04% 0.04% 1019 0 0.0% Q1 2026 Apr 22, 2026
FRG Family Wealth Advisors LLC History Added to 3,783 1,232 0.2% 0.18% 1021 +163 4.5% Q1 2026 Apr 24, 2026
Meridian Wealth Management, LLC History Added to 3,775 1,230 0.04% 0.04% 1022 +450 13.53% Q1 2026 May 06, 2026
Lakeside Advisors, INC. History Reduced 3,768 1,228 0.82% 0.77% 1023 -100 -2.59% Q1 2026 Apr 30, 2026
EPIQ PARTNERS, LLC History No change 3,714 1,210 0.57% 0.54% 1024 0 0.0% Q1 2026 Apr 09, 2026
Indivisible Partners History Added to 3,700 1,206 0.11% 0.06% 1025 +2,058 125.33% Q1 2026 Apr 30, 2026
Hartford Funds Management Co LLC History Added to 3,684 1,201 0.1% 0.09% 1026 +88 2.45% Q1 2026 May 04, 2026
CENTRAL TRUST Co History Added to 3,653 1,190 0.02% 0.02% 1027 +121 3.43% Q1 2026 Apr 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 3,649 1,189 0.18% 0.18% 1028 -80 -2.15% Q1 2026 Apr 24, 2026
X-Square Capital, LLC History Added to 3,638 1,186 0.4% 0.36% 1029 +84 2.36% Q1 2026 May 15, 2026
WBH ADVISORY INC History Reduced 3,614 1,182 0.09% 0.08% 1030 -23 -0.63% Q1 2026 Apr 27, 2026
SPINNAKER TRUST History Reduced 3,608 1,175 0.07% 0.06% 1031 -155 -4.12% Q1 2026 Apr 23, 2026
Invera Wealth Advisors, LLC History Reduced 3,606 1,175 0.75% 0.73% 1032 -96 -2.59% Q1 2026 Apr 22, 2026
Avestar Capital, LLC History Added to 3,589 1,171 0.08% 0.07% 1033 +111 3.19% Q1 2026 May 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 3,575 1,165 0.08% 0.08% 1034 -91 -2.48% Q1 2026 May 06, 2026
Sigma Planning Corp History Reduced 3,535 1,152 0.03% 0.03% 1035 -88 -2.43% Q1 2026 May 04, 2026
iSAM Funds (UK) Ltd History New 3,526 1,149 0.57% 1036 +3,526 New Q1 2026 May 13, 2026
KRS Capital Management, LLC History Reduced 3,522 1,148 0.7% 0.64% 1037 -29 -0.82% Q1 2026 Apr 15, 2026
LCNB CORP History Reduced 3,516 1,145 0.38% 0.37% 1038 -15 -0.42% Q1 2026 May 11, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 3,502 1,142 0.18% 0.16% 1039 -33 -0.93% Q1 2026 May 11, 2026
Principle Wealth Partners LLC History Added to 3,501 1,141 0.07% 0.06% 1040 +18 0.52% Q1 2026 May 07, 2026
TRIGLAV INVESTMENTS, D.O.O. History New 3,500 1,140 0.08% 1041 +3,500 New Q1 2026 May 04, 2026
Financial Security Advisor, Inc. History Reduced 3,483 1,138 0.21% 0.22% 1042 -158 -4.34% Q1 2026 May 04, 2026
Balefire, LLC History Added to 3,486 1,136 0.21% 0.21% 1043 +57 1.66% Q1 2026 May 07, 2026
Emprise Bank History Reduced 3,485 1,135 0.46% 0.47% 1044 -106 -2.95% Q1 2026 Apr 20, 2026
Mattern Wealth Management LLC History Reduced 3,481 1,134 0.22% 0.21% 1045 -56 -1.58% Q1 2026 Apr 23, 2026
Sentry LLC History Reduced 3,461 1,128 0.36% 0.32% 1046 -240 -6.48% Q1 2026 Apr 22, 2026
Trivium Point Advisory, LLC History Reduced 3,460 1,127 0.2% 0.12% 1047 -404 -10.46% Q1 2026 Apr 21, 2026
Checchi Capital Advisers, LLC History Added to 3,455 1,125 0.06% 0.05% 1048 +332 10.63% Q1 2026 May 04, 2026
Sippican Capital Advisors History Reduced 3,450 1,124 0.77% 0.71% 1049 -75 -2.13% Q1 2026 Apr 23, 2026
SVB WEALTH LLC History Reduced 3,448 1,123 0.07% 0.07% 1050 -189 -5.2% Q1 2026 Apr 17, 2026
CI INVESTMENTS INC. History Added to 3,428 1,117 0.01% 0.0% 1051 +1,906 125.23% Q1 2026 May 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 3,423 1,115 0.01% 0.01% 1052 +1,555 83.24% Q1 2026 Apr 13, 2026
SYM FINANCIAL Corp History Added to 3,415 1,113 0.11% 0.1% 1053 +216 6.75% Q1 2026 May 08, 2026
Harbour Capital Advisors, LLC History Reduced 3,416 1,111 0.21% 0.22% 1054 -5 -0.15% Q1 2026 Apr 29, 2026
TritonPoint Partners, LLC History Added to 3,399 1,110 0.41% 0.53% 1055 +246 7.8% Q1 2026 Apr 28, 2026
PFS Partners, LLC History Reduced 3,388 1,104 0.51% 0.76% 1056 -1,914 -36.1% Q1 2026 Apr 09, 2026
Gratus Wealth Advisors, LLC History Added to 3,387 1,103 0.16% 0.14% 1058 +154 4.76% Q1 2026 May 04, 2026
American Trust Investment Advisors, LLC History No change 3,386 1,103 0.61% 0.56% 1057 0 0.0% Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History Added to 3,370 1,098 0.1% 0.06% 1059 +1,722 104.49% Q1 2026 May 12, 2026
Turtle Creek Wealth Advisors, LLC History Added to 3,364 1,096 0.08% 0.08% 1060 +292 9.51% Q1 2026 Apr 27, 2026
CIM INVESTMENT MANAGEMENT INC History Reduced 3,360 1,095 0.29% 0.28% 1061 -17 -0.5% Q1 2026 May 19, 2026
Robertson Stephens Wealth Management, LLC History Added to 3,342 1,092 0.03% 0.03% 1062 +12 0.36% Q1 2026 Apr 28, 2026
Qtron Investments LLC History Added to 3,350 1,091 0.15% 0.12% 1063 +479 16.68% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 3,344 1,089 0.37% 0.4% 1064 -776 -18.83% Q1 2026 May 21, 2026
Venturi Wealth Management, LLC History Added to 3,341 1,088 0.05% 0.04% 1065 +187 5.93% Q1 2026 Apr 21, 2026
Carnegie Lake Advisors LLC History No change 3,325 1,083 0.43% 0.39% 1066 0 0.0% Q1 2026 Apr 29, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Reduced 3,300 1,075 0.58% 0.49% 1067 -137 -3.99% Q1 2026 May 11, 2026
Columbia Asset Management History No change 3,296 1,074 0.2% 0.18% 1068 0 0.0% Q1 2026 Apr 20, 2026
One Wealth Advisors, LLC History Added to 3,283 1,070 0.13% 0.12% 1069 +73 2.27% Q1 2026 Apr 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,265 1,068 0.07% 0.08% 1070 -281 -7.92% Q1 2026 May 01, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 3,275 1,067 0.02% 0.02% 1071 -400 -10.88% Q1 2026 May 13, 2026
Ameritas Advisory Services, LLC History Added to 3,268 1,065 0.04% 0.03% 1072 +276 9.22% Q1 2026 May 12, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 3,240 1,062 0.1% 0.1% 1073 -188 -5.48% Q1 2026 Apr 29, 2026
Jefferies Financial Group Inc. History Reduced 3,254 1,060 0.01% 0.01% 1074 -487 -13.02% Q1 2026 May 07, 2026
Hilltop Holdings Inc. History Reduced 3,239 1,055 0.09% 0.34% 1075 -15,107 -82.34% Q1 2026 May 14, 2026
S-Bank Fund Management Ltd History Reduced 3,233 1,053 0.16% 0.14% 1076 -120 -3.58% Q1 2026 May 11, 2026
Connecticut Wealth Management, LLC History Reduced 3,223 1,050 0.04% 0.05% 1077 -411 -11.31% Q1 2026 Apr 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 3,211 1,046 0.05% 0.05% 1078 -6 -0.19% Q1 2026 Apr 28, 2026
Mill Capital Management, LLC History No change 3,210 1,046 0.08% 0.07% 1079 0 0.0% Q1 2026 May 04, 2026
Welch Group, LLC History Reduced 3,204 1,044 0.04% 0.04% 1080 -33 -1.02% Q1 2026 Apr 21, 2026
Stanley-Laman Group, Ltd. History No change 3,187 1,038 0.13% 0.13% 1081 0 0.0% Q1 2026 Apr 16, 2026
Everhart Financial Group, Inc. History Added to 3,150 1,026 0.09% 0.08% 1083 +407 14.84% Q1 2026 Apr 09, 2026
MITCHELL SINKLER & STARR/PA History Reduced 3,150 1,026 0.47% 0.45% 1082 -28 -0.88% Q1 2026 Apr 13, 2026
First Bank & Trust History Added to 3,147 1,025 0.17% 0.16% 1084 +1 0.03% Q1 2026 Apr 10, 2026
LRI Investments, LLC History Added to 3,142 1,024 0.09% 0.07% 1085 +438 16.2% Q1 2026 Apr 30, 2026
PROFUND ADVISORS LLC History Reduced 3,136 1,022 0.04% 0.04% 1086 -672 -17.65% Q1 2026 Apr 24, 2026
First American Bank History Added to 3,134 1,021 0.06% 0.05% 1087 +320 11.37% Q1 2026 Apr 20, 2026
AssuredPartners Investment Advisors, LLC History Reduced 3,123 1,020 0.11% 0.21% 1088 -1,459 -31.84% Q1 2026 Apr 10, 2026
Meridian Wealth Advisors, LLC History Reduced 3,116 1,015 0.13% 0.14% 1089 -66 -2.07% Q1 2026 May 11, 2026
Valeo Financial Advisors, LLC History Reduced 3,096 1,009 0.02% 0.04% 1091 -2,111 -40.54% Q1 2026 May 08, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 3,096 1,009 0.05% 0.06% 1090 -982 -24.08% Q1 2026 May 04, 2026
Williams Jones Wealth Management, LLC. History Reduced 3,098 1,009 0.01% 0.01% 1092 -26 -0.83% Q1 2026 May 05, 2026
RMR Wealth Builders History Reduced 3,074 1,005 0.08% 0.09% 1093 -615 -16.67% Q1 2026 Apr 22, 2026
SkyView Investment Advisors, LLC History Reduced 3,076 1,003 0.13% 0.13% 1095 -119 -3.72% Q1 2026 May 14, 2026
NATURAL INVESTMENTS, LLC History Reduced 3,077 1,003 0.25% 0.24% 1094 -4 -0.13% Q1 2026 May 01, 2026
Soltis Investment Advisors LLC History Added to 3,072 1,001 0.06% 0.06% 1096 +206 7.19% Q1 2026 Apr 27, 2026
Simmons Bank History Reduced 3,043 991 0.07% 0.06% 1098 -36 -1.17% Q1 2026 Apr 23, 2026
One Capital Management, LLC History Reduced 3,042 991 0.03% 0.03% 1097 -30 -0.98% Q1 2026 May 12, 2026
Premier Path Wealth Partners, LLC History Added to 3,040 990 0.13% 0.12% 1100 +104 3.54% Q1 2026 Apr 23, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 3,040 990 0.22% 0.2% 1099 0 0.0% Q1 2026 Apr 23, 2026
Avior Wealth Management, LLC History Reduced 3,027 986 0.03% 0.04% 1101 -1,192 -28.25% Q1 2026 Apr 09, 2026
JT Stratford LLC History Reduced 3,016 983 0.13% 0.13% 1102 -131 -4.16% Q1 2026 May 15, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History Added to 3,002 978 0.13% 0.12% 1103 +675 29.01% Q1 2026 May 15, 2026
Bull Street Advisors, LLC History Reduced 3,000 978 0.48% 0.44% 1104 -25 -0.83% Q1 2026 Apr 24, 2026
DENALI ADVISORS LLC History No change 3,000 977 0.11% 0.1% 1105 0 0.0% Q1 2026 May 08, 2026
Finivi Inc. History No change 3,000 977 0.53% 0.54% 1106 0 0.0% Q1 2026 Apr 10, 2026
TRB Wealth Management, LLC History New 2,984 974 0.14% 1107 +2,984 New Q1 2026 May 14, 2026
Kennebec Savings Bank History Reduced 2,984 972 0.87% 0.81% 1108 -18 -0.6% Q1 2026 Apr 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 2,966 966 0.12% 0.04% 1109 +1,926 185.19% Q1 2026 May 05, 2026
Atlas Legacy Advisors, LLC History Reduced 2,965 966 0.18% 0.19% 1110 -551 -15.67% Q1 2026 May 11, 2026
Signal Advisors Wealth, LLC History Reduced 2,959 964 0.07% 0.07% 1111 -14 -0.47% Q1 2026 Apr 17, 2026
Farringdon Capital, Ltd. History Added to 2,955 963 0.21% 0.08% 1114 +1,867 171.6% Q1 2026 May 15, 2026
Grove Bank & Trust History Reduced 2,957 963 0.11% 0.13% 1113 -864 -22.61% Q1 2026 Apr 08, 2026
Keel Point, LLC History Reduced 2,957 963 0.06% 0.06% 1112 -411 -12.2% Q1 2026 May 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 2,953 962 0.4% 0.39% 1115 -667 -18.43% Q1 2026 Apr 14, 2026
United Asset Strategies, Inc. History Added to 2,941 958 0.08% 0.07% 1116 +169 6.1% Q1 2026 Apr 29, 2026
Canopy Partners, LLC History Reduced 2,941 958 0.33% 0.3% 1117 -11 -0.37% Q1 2026 May 11, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 2,937 957 0.11% 0.1% 1118 +2 0.07% Q1 2026 May 11, 2026
Cove Private Wealth, LLC History Added to 2,936 956 0.22% 0.22% 1120 +600 25.68% Q1 2026 May 13, 2026
Resonant Capital Advisors, LLC History Added to 2,926 956 0.05% 0.04% 1119 +331 12.76% Q1 2026 Apr 29, 2026
GenTrust, LLC History Added to 2,924 955 0.04% 0.03% 1121 +424 16.96% Q1 2026 Apr 27, 2026
QTR Family Wealth, LLC History Reduced 2,931 954 0.4% 0.42% 1122 -5 -0.17% Q1 2026 Apr 15, 2026
1ST SOURCE BANK History Reduced 2,916 950 0.05% 0.05% 1123 -6 -0.21% Q1 2026 May 04, 2026
waypoint wealth counsel History Reduced 2,895 943 0.49% 0.47% 1124 -1,223 -29.7% Q1 2026 Apr 23, 2026
Abound Wealth Management History Added to 2,892 942 0.21% 0.01% 1125 +2,774 2350.85% Q1 2026 Apr 10, 2026
VIAWEALTH, LLC History Added to 2,893 942 0.52% 0.51% 1126 +7 0.24% Q1 2026 May 11, 2026
Granite Investment Partners, LLC History No change 2,885 940 0.06% 0.05% 1127 0 0.0% Q1 2026 Apr 30, 2026
Csenge Advisory Group History Reduced 2,882 939 0.04% 0.05% 1128 -444 -13.35% Q1 2026 Apr 30, 2026
Cordgrass Capital Advisors, LLC History Reduced 2,857 931 0.22% 0.23% 1129 -163 -5.4% Q1 2026 May 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 2,837 924 0.02% 1130 +2,837 New Q1 2026 May 01, 2026
Segment Wealth Management, LLC History No change 2,832 923 0.05% 0.05% 1131 0 0.0% Q1 2026 Apr 20, 2026
Dempze Nancy E History Reduced 2,800 912 0.5% 0.59% 1132 -800 -22.22% Q1 2026 May 14, 2026
Merrion Investment Management Co, LLC History No change 2,771 903 0.49% 0.47% 1133 0 0.0% Q1 2026 Apr 23, 2026
SAPIENT CAPITAL LLC History Added to 2,763 902 0.01% 0.01% 1135 +697 33.74% Q1 2026 Apr 08, 2026
Baader Bank Aktiengesellschaft History No change 2,768 902 0.07% 0.06% 1134 0 0.0% Q1 2026 May 08, 2026
Ransom Advisory, Ltd History No change 2,886 900 0.35% 0.35% 1136 0 0.0% Q4 2025 Jan 06, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 2,757 898 0.06% 0.08% 1137 -214 -7.2% Q1 2026 May 07, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 2,734 891 0.4% 0.41% 1138 -42 -1.51% Q1 2026 Apr 27, 2026
Resurgent Financial Advisors LLC History Added to 2,733 890 0.32% 0.33% 1139 +605 28.43% Q1 2026 May 12, 2026
Invst, LLC History Added to 2,730 889 0.1% 0.02% 1140 +2,071 314.26% Q1 2026 May 13, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 2,727 888 0.31% 0.28% 1141 0 0.0% Q1 2026 May 15, 2026
Rothschild Wealth LLC History Reduced 2,722 887 0.08% 0.09% 1142 -178 -6.14% Q1 2026 May 06, 2026
Waterloo Capital, L.P. History Added to 2,704 881 0.06% 0.06% 1143 +79 3.01% Q1 2026 May 12, 2026
PDS Planning, Inc History Reduced 2,697 879 0.06% 0.06% 1144 -1 -0.04% Q1 2026 Apr 21, 2026
Odyssean, LLC History New 2,691 877 0.32% 1145 +2,691 New Q1 2026 May 15, 2026
RiverPark Advisors, LLC History Reduced 2,679 873 0.32% 0.26% 1147 -230 -7.91% Q1 2026 May 14, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 2,681 873 0.08% 0.08% 1146 +186 7.45% Q1 2026 Apr 15, 2026
Rossmore Private Capital History Reduced 2,659 869 0.08% 0.08% 1148 -135 -4.83% Q1 2026 May 01, 2026
Baker Avenue Asset Management, LP History Added to 2,660 867 0.02% 0.01% 1149 +650 32.34% Q1 2026 May 12, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 2,662 867 0.1% 0.1% 1150 +196 7.95% Q1 2026 Apr 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 2,641 863 0.04% 0.03% 1151 +96 3.77% Q1 2026 May 12, 2026
Cross Staff Investments Inc History No change 2,649 863 0.44% 0.45% 1152 0 0.0% Q1 2026 Apr 23, 2026
1776 Wealth LLC History Added to 2,641 860 0.34% 0.31% 1153 +1 0.04% Q1 2026 May 08, 2026
City State Bank History Added to 2,635 858 0.22% 0.22% 1154 +2 0.08% Q1 2026 Apr 20, 2026
Sovran Advisors, LLC History Added to 2,615 855 0.07% 0.05% 1155 +511 24.29% Q1 2026 May 01, 2026
Transamerica Financial Advisors, LLC History Added to 2,618 854 0.07% 0.06% 1156 +412 18.68% Q1 2026 May 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 2,609 850 0.06% 0.0% 1157 +2,397 1130.66% Q1 2026 Apr 10, 2026
Greenfield Savings Bank History Reduced 2,603 848 0.36% 0.34% 1158 -17 -0.65% Q1 2026 Apr 16, 2026
Pure Financial Advisors, LLC History Added to 2,581 841 0.01% 0.01% 1159 +420 19.44% Q1 2026 Apr 10, 2026
CWS Financial Advisors, LLC History Added to 2,575 839 0.21% 0.2% 1160 +227 9.67% Q1 2026 Apr 27, 2026
WBI INVESTMENTS, LLC History New 2,572 838 0.23% 1162 +2,572 New Q1 2026 May 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 2,574 838 0.02% 0.02% 1161 +48 1.9% Q1 2026 May 11, 2026
Compagnie Lombard Odier SCmA History Reduced 2,565 836 0.01% 0.01% 1163 -775 -23.2% Q1 2026 Apr 15, 2026
Ranch Capital Advisors Inc. History Added to 2,559 836 0.3% 0.29% 1164 +52 2.07% Q1 2026 May 06, 2026
Western Wealth Management, LLC History Reduced 2,554 832 0.03% 0.04% 1165 -97 -3.66% Q1 2026 May 19, 2026
Colter Lewis Investment Partners LLC History New 2,535 828 0.78% 1167 +2,535 New Q1 2026 May 15, 2026
ProCore Advisors, LLC History Reduced 2,543 828 1.27% 0.85% 1166 -122 -4.58% Q1 2026 Apr 23, 2026
Crescent Sterling, Ltd. History Added to 2,535 826 0.8% 0.78% 1168 +93 3.81% Q1 2026 Apr 07, 2026
Nordwand Advisors, LLC History Added to 2,531 824 0.14% 0.12% 1169 +405 19.05% Q1 2026 May 07, 2026
HBK Sorce Advisory LLC History Added to 2,559 817 0.02% 0.02% 1170 +114 4.66% Q1 2026 May 11, 2026
Knollwood Investment Advisory, LLC History No change 2,500 814 0.08% 0.07% 1171 0 0.0% Q1 2026 May 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,495 813 0.19% 0.18% 1172 0 0.0% Q1 2026 May 13, 2026
Vann Equity Management LLC History New 2,492 812 0.58% 1174 +2,492 New Q1 2026 May 08, 2026
First Affirmative Financial Network History New 2,491 812 0.32% 1173 +2,491 New Q1 2026 May 11, 2026
Supplemental Annuity Collective Trust of NJ History New 2,478 807 0.23% 1175 +2,478 New Q1 2026 May 01, 2026
Burford Brothers, Inc. History Added to 2,470 805 0.33% 0.31% 1176 +37 1.52% Q1 2026 Apr 27, 2026
Net Worth Advisory Group History Reduced 2,468 804 0.17% 0.16% 1177 -58 -2.3% Q1 2026 May 05, 2026
SageView Advisory Group, LLC History No change 2,565 800 0.03% 0.03% 1178 0 0.0% Q4 2025 Feb 17, 2026
MAIRS & POWER INC History Added to 2,439 794 0.01% 0.01% 1179 +105 4.5% Q1 2026 May 13, 2026
Montecito Bank & Trust History Reduced 2,436 793 0.13% 0.12% 1180 -40 -1.62% Q1 2026 Apr 16, 2026
Everest Financial Group LLC History New 2,432 792 0.13% 1183 +2,432 New Q1 2026 May 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 2,424 792 0.17% 0.15% 1182 +27 1.13% Q1 2026 Apr 13, 2026
Valley Brook Capital Group, Inc. History Added to 2,430 792 0.53% 0.5% 1181 +25 1.04% Q1 2026 May 08, 2026
HEADINVEST, LLC History Reduced 2,429 791 0.16% 0.15% 1184 -44 -1.78% Q1 2026 May 15, 2026
Family Manage LLC History Added to 2,428 791 0.09% 0.09% 1185 +23 0.96% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Reduced 2,418 788 0.04% 0.04% 1186 -169 -6.53% Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History No change 2,412 786 0.01% 0.01% 1187 0 0.0% Q1 2026 May 08, 2026
Coign Capital Advisors LLC History Reduced 2,409 785 0.41% 0.41% 1188 -82 -3.29% Q1 2026 May 14, 2026
GTS SECURITIES LLC History Reduced 2,406 784 0.03% 0.06% 1189 -3,088 -56.21% Q1 2026 May 14, 2026
Sky Investment Group LLC History No change 2,404 783 0.13% 0.12% 1190 0 0.0% Q1 2026 Apr 16, 2026
Point Windward Advisors Inc. History Reduced 2,400 782 0.39% 0.45% 1191 -580 -19.46% Q1 2026 Apr 09, 2026
FULTON BANK, N.A. History Added to 2,398 781 0.03% 0.03% 1192 +63 2.7% Q1 2026 Apr 24, 2026
Gibbs Wealth Management History New 2,384 777 0.1% 1193 +2,384 New Q1 2026 May 13, 2026
YANKCOM Partnership History Added to 2,378 775 0.32% 0.3% 1194 +122 5.41% Q1 2026 Apr 20, 2026
FineMark National Bank & Trust History No change 2,477 773 0.02% 0.02% 1195 0 0.0% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 2,370 772 0.01% 0.01% 1196 +838 54.7% Q1 2026 May 15, 2026
V-Square Quantitative Management LLC History Added to 2,369 772 0.08% 0.07% 1197 +256 12.12% Q1 2026 Apr 27, 2026
MARSHALL WACE, LLP History New 2,368 771 0.0% 1199 +2,368 New Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,367 771 0.01% 0.02% 1198 -16 -0.67% Q1 2026 Apr 21, 2026
Applied Finance Capital Management, LLC History Added to 2,364 770 0.06% 0.05% 1200 +127 5.68% Q1 2026 May 04, 2026
Triad Wealth Partners, LLC History Added to 2,358 768 0.06% 0.07% 1201 +59 2.57% Q1 2026 Apr 16, 2026
Goelzer Investment Management, Inc. History Added to 2,351 766 0.04% 0.03% 1202 +418 21.62% Q1 2026 Apr 09, 2026
PFG Investments, LLC History Added to 2,352 766 0.04% 0.03% 1203 +93 4.12% Q1 2026 Apr 27, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 2,348 765 0.21% 0.2% 1204 +10 0.43% Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History Reduced 2,345 764 0.04% 0.04% 1205 -6 -0.26% Q1 2026 Apr 17, 2026
CWA Asset Management Group, LLC History Added to 2,324 757 0.03% 0.03% 1206 +45 1.97% Q1 2026 Apr 20, 2026
Destination Wealth Management History Added to 2,320 756 0.02% 0.01% 1207 +1,607 225.39% Q1 2026 May 15, 2026
BSW Wealth Partners History Added to 2,320 756 0.09% 0.08% 1208 +210 9.95% Q1 2026 Apr 14, 2026
FLC Capital Advisors History No change 2,312 753 0.13% 0.13% 1209 0 0.0% Q1 2026 May 01, 2026
Strong Retirement Solutions LLC History Reduced 2,303 750 0.53% 0.6% 1211 -569 -19.81% Q1 2026 Apr 20, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 2,302 750 0.28% 0.24% 1210 +219 10.51% Q1 2026 Apr 09, 2026
MEANS INVESTMENT CO., INC. History Added to 2,301 749 0.07% 0.06% 1212 +1 0.04% Q1 2026 Apr 24, 2026
TICINO WEALTH History Reduced 2,072 748 0.26% 0.41% 1215 -1,445 -41.09% Q1 2026 Apr 22, 2026
NORDEN GROUP LLC History Added to 2,297 748 0.07% 0.07% 1214 +170 7.99% Q1 2026 Apr 15, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 2,295 748 0.21% 0.19% 1213 +37 1.64% Q1 2026 May 11, 2026
CIDEL ASSET MANAGEMENT INC History Added to 2,294 747 0.04% 0.04% 1216 +291 14.53% Q1 2026 Apr 17, 2026
Sunesis Advisors, LLC History Reduced 2,292 746 0.34% 0.35% 1217 -191 -7.69% Q1 2026 May 14, 2026
American Trust History Reduced 2,289 746 0.07% 0.06% 1218 -82 -3.46% Q1 2026 May 01, 2026
Farrell Financial LLC History Added to 2,286 744 0.44% 0.42% 1220 +8 0.35% Q1 2026 Apr 13, 2026
Covington Investment Advisors Inc. History No change 2,284 744 0.11% 0.1% 1219 0 0.0% Q1 2026 May 12, 2026
Abundance Wealth Counselors History New 2,277 742 0.11% 1222 +2,277 New Q1 2026 Apr 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 2,279 742 0.02% 0.02% 1221 +57 2.57% Q1 2026 Apr 21, 2026
Voleon Capital Management LP History Reduced 2,271 740 0.02% 0.16% 1223 -22,122 -90.69% Q1 2026 May 15, 2026
Ironwood Investment Counsel, LLC History Reduced 2,264 737 0.11% 0.1% 1224 -35 -1.52% Q1 2026 May 07, 2026
Center for Financial Planning, Inc. History Added to 2,255 735 0.08% 0.07% 1225 +45 2.04% Q1 2026 May 04, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 2,247 732 0.47% 0.44% 1226 0 0.0% Q1 2026 May 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,241 730 0.01% 0.01% 1227 +821 57.82% Q1 2026 May 04, 2026
DGS Capital Management, LLC History Added to 2,235 728 0.12% 0.09% 1228 +632 39.43% Q1 2026 Apr 28, 2026
Plancorp, LLC History Reduced 2,209 724 0.02% 0.02% 1230 -32 -1.43% Q1 2026 Apr 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,221 724 0.01% 0.01% 1229 0 0.0% Q1 2026 May 11, 2026
Henry James International Management Inc. History Reduced 2,221 723 0.26% 0.22% 1231 -1 -0.05% Q1 2026 Apr 10, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 2,206 719 0.59% 0.56% 1232 +11 0.5% Q1 2026 May 04, 2026
Cambria Investment Management, L.P. History Added to 2,197 716 0.04% 0.03% 1233 +520 31.01% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History Reduced 2,192 714 0.08% 0.07% 1234 -192 -8.05% Q1 2026 Apr 15, 2026
HANCOCK WHITNEY CORP History Reduced 2,185 713 0.01% 0.01% 1235 -157 -6.7% Q1 2026 May 15, 2026
Sandy Cove Advisors, LLC History Added to 2,185 712 0.21% 0.2% 1236 +53 2.49% Q1 2026 May 05, 2026
PCM Encore, LLC History Added to 2,183 711 0.15% 0.13% 1237 +176 8.77% Q1 2026 May 12, 2026
Modera Wealth Management, LLC History Added to 2,181 710 0.01% 0.01% 1238 +314 16.82% Q1 2026 May 06, 2026
Purkiss Capital Advisors LLC History Added to 2,173 708 0.31% 0.23% 1240 +602 38.32% Q1 2026 May 04, 2026
G&S Capital LLC History Reduced 2,175 708 0.25% 0.25% 1239 -96 -4.23% Q1 2026 Apr 07, 2026
NICOLET BANKSHARES INC History Added to 2,160 705 0.03% 0.03% 1241 +1,511 232.82% Q1 2026 May 14, 2026
Delta Investment Management, LLC History Reduced 2,159 703 0.13% 0.12% 1242 -39 -1.77% Q1 2026 May 12, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 2,154 702 0.32% 0.17% 1243 +873 68.15% Q1 2026 May 13, 2026
Abacus Planning Group, Inc. History Added to 2,152 701 0.09% 0.09% 1244 +94 4.57% Q1 2026 Apr 07, 2026
Pflug Koory, LLC History No change 2,143 698 0.32% 0.31% 1245 0 0.0% Q1 2026 Apr 21, 2026
Forum Financial Management, LP History Reduced 2,140 697 0.01% 0.03% 1246 -5,324 -71.33% Q1 2026 Apr 23, 2026
Adelphi Trust Co History Added to 2,135 695 0.57% 0.49% 1247 +198 10.22% Q1 2026 Apr 01, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 2,132 694 0.32% 0.52% 1248 -1,087 -33.77% Q1 2026 Apr 15, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 2,129 693 0.08% 0.09% 1249 0 0.0% Q1 2026 Apr 21, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 2,110 687 0.21% 0.19% 1250 0 0.0% Q1 2026 May 13, 2026
Blue Trust, Inc. History Reduced 2,107 686 0.01% 0.01% 1251 -187 -8.15% Q1 2026 Apr 20, 2026
SOMERVILLE KURT F History Reduced 2,100 684 0.18% 0.14% 1252 -500 -19.23% Q1 2026 May 08, 2026
Bannerstone Capital Management, LLC History Added to 2,090 681 0.63% 0.62% 1253 +23 1.11% Q1 2026 May 11, 2026
Strategic Financial Services, Inc. History Added to 2,087 680 0.03% 0.03% 1254 +34 1.66% Q1 2026 May 08, 2026
Wick Capital Partners, LLC History Added to 2,086 679 0.12% 0.12% 1255 +5 0.24% Q1 2026 May 15, 2026
CARDIFF PARK ADVISORS, LLC History Added to 2,080 678 0.05% 0.05% 1256 +6 0.29% Q1 2026 May 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 2,079 677 0.19% 0.18% 1257 +60 2.97% Q1 2026 May 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 2,067 673 0.04% 0.08% 1258 -3,630 -63.72% Q1 2026 May 08, 2026
Bison Wealth, LLC History Reduced 2,128 672 0.06% 0.08% 1259 -46 -2.12% Q1 2026 May 15, 2026
Mach-1 Financial Group, LLC History Reduced 2,056 669 0.24% 0.28% 1260 -2,274 -52.52% Q1 2026 May 13, 2026
Bolthouse Investments, LLC History No change 2,050 668 0.6% 0.57% 1261 0 0.0% Q1 2026 Apr 28, 2026
Cetera Trust Company, N.A History No change 2,050 668 0.38% 0.34% 1262 0 0.0% Q1 2026 May 08, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 2,045 666 0.07% 0.06% 1264 -25 -1.21% Q1 2026 Apr 28, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 2,045 666 0.04% 0.03% 1263 +6 0.29% Q1 2026 Apr 13, 2026
Baron Wealth Management LLC History Added to 2,042 665 0.2% 0.2% 1265 +5 0.25% Q1 2026 Apr 16, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 2,038 664 0.01% 0.01% 1266 -8 -0.39% Q1 2026 May 15, 2026
71 West Capital Partners History Added to 2,035 663 0.03% 0.02% 1267 +549 36.94% Q1 2026 May 06, 2026
Stiles Financial Services Inc History Reduced 2,032 662 0.2% 0.24% 1268 -473 -18.88% Q1 2026 Apr 30, 2026
Sawyer & Company, Inc History Added to 2,031 661 0.25% 0.18% 1270 +411 25.37% Q1 2026 Apr 23, 2026
SmartHarvest Portfolios, LLC History Reduced 2,029 661 0.28% 0.24% 1271 -189 -8.52% Q1 2026 Apr 20, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 2,030 661 0.1% 0.1% 1269 +15 0.74% Q1 2026 Apr 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,025 660 0.15% 0.13% 1272 0 0.0% Q1 2026 Apr 15, 2026
Sound View Wealth Advisors Group, LLC History Reduced 2,021 658 0.04% 0.04% 1273 -2 -0.1% Q1 2026 May 06, 2026
L2 Asset Management, LLC History Added to 2,013 656 0.06% 0.08% 1274 +142 7.59% Q1 2026 May 14, 2026
Strathmore Capital Advisors, Inc. History Added to 2,008 654 0.18% 0.2% 1275 +58 2.97% Q1 2026 Apr 27, 2026
TKG Advisors, LLC History Reduced 2,006 653 0.27% 0.26% 1276 -96 -4.57% Q1 2026 Apr 24, 2026
Global X Japan Co., Ltd. History Reduced 2,004 653 0.03% 0.05% 1277 -84 -4.02% Q1 2026 Apr 13, 2026
Ausdal Financial Partners, Inc. History Added to 1,999 651 0.03% 0.03% 1279 +216 12.11% Q1 2026 May 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,000 651 0.2% 0.18% 1278 0 0.0% Q1 2026 Apr 21, 2026
First City Capital Management, Inc. History Reduced 1,997 650 0.34% 0.36% 1280 -170 -7.84% Q1 2026 Apr 17, 2026
Northside Capital Management, LLC History No change 1,996 650 0.06% 0.05% 1281 0 0.0% Q1 2026 Apr 10, 2026
Regal Investment Advisors LLC History Added to 1,990 648 0.04% 0.03% 1282 +129 6.93% Q1 2026 May 14, 2026
Diversified Enterprises, LLC History Added to 1,986 647 0.04% 0.03% 1283 +461 30.23% Q1 2026 May 14, 2026
Alvarez & Marsal Private Wealth Partners, LLC History Added to 1,971 644 0.09% 0.08% 1286 +615 45.35% Q1 2026 May 14, 2026
LeClair Wealth Partners LLC History Added to 1,978 644 0.22% 0.27% 1285 +497 33.56% Q1 2026 May 05, 2026
Blue Water Asset Management History Added to 1,978 644 0.22% 0.22% 1284 +6 0.3% Q1 2026 May 05, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,954 637 0.11% 0.1% 1287 +17 0.88% Q1 2026 Apr 29, 2026
Atlanta Consulting Group Advisors, LLC History Added to 1,935 632 0.14% 0.11% 1288 +346 21.77% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,931 631 0.03% 0.03% 1289 +238 14.06% Q1 2026 May 06, 2026
Hilton Head Capital Partners, LLC History Reduced 1,939 631 0.36% 0.35% 1290 -1 -0.05% Q1 2026 Apr 20, 2026
Vantage Point Financial LLC History Added to 1,932 629 0.22% 0.21% 1291 +21 1.1% Q1 2026 May 01, 2026
MidFirst Bank History Reduced 1,929 628 0.05% 0.04% 1292 -412 -17.6% Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,924 627 0.0% 0.0% 1294 +102 5.6% Q1 2026 May 05, 2026
APPLETON PARTNERS INC/MA History Reduced 1,924 627 0.04% 0.04% 1293 -16 -0.82% Q1 2026 Apr 28, 2026
Polymer Capital Management (US) LLC History New 1,921 626 0.06% 1295 +1,921 New Q1 2026 May 13, 2026
Essex Bank History Reduced 1,917 624 0.14% 0.16% 1296 -478 -19.96% Q1 2026 Apr 17, 2026
Shore Point Advisors, LLC History Added to 1,912 623 0.25% 0.25% 1297 +1 0.05% Q1 2026 Apr 08, 2026
Johnson Financial Group, LLC History New 1,910 622 0.04% 1299 +1,910 New Q1 2026 May 14, 2026
Miller Capital Partners, Inc. History Reduced 1,911 622 0.3% 0.3% 1298 -23 -1.19% Q1 2026 May 14, 2026
EVERPAR ADVISORS LLC History Added to 1,906 621 0.21% 0.19% 1300 +287 17.73% Q1 2026 Apr 21, 2026
Aprio Wealth Management, LLC History Added to 1,903 620 0.03% 0.03% 1301 +41 2.2% Q1 2026 May 11, 2026
Smithfield Trust Co History Added to 1,897 618 0.03% 0.02% 1302 +335 21.45% Q1 2026 May 08, 2026
MONECO ADVISORS, LLC History Reduced 1,880 612 0.05% 0.05% 1303 -12 -0.63% Q1 2026 May 07, 2026
HighPoint Advisor Group LLC History Reduced 1,875 610 0.03% 0.13% 1305 -7,138 -79.2% Q1 2026 May 14, 2026
Baker Ellis Asset Management LLC History Reduced 1,874 610 0.07% 0.07% 1304 -55 -2.85% Q1 2026 Apr 17, 2026
Sunbelt Securities, Inc. History Added to 1,871 609 0.04% 0.04% 1306 +1 0.05% Q1 2026 May 15, 2026
Hara Capital LLC History No change 1,862 608 0.3% 0.32% 1307 0 0.0% Q1 2026 May 14, 2026
BOSTON FAMILY OFFICE LLC History No change 1,862 607 0.04% 0.04% 1308 0 0.0% Q1 2026 May 13, 2026
Curat Global, LLC History No change 1,865 607 0.6% 0.65% 1309 0 0.0% Q1 2026 Apr 21, 2026
MCF Advisors LLC History Added to 1,854 606 0.03% 0.02% 1310 +754 68.55% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Added to 1,857 605 0.02% 0.02% 1311 +148 8.66% Q1 2026 May 07, 2026
Kovack Advisors, Inc. History Reduced 1,846 602 0.03% 0.03% 1312 -254 -12.1% Q1 2026 May 12, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 1,841 600 0.02% 0.03% 1313 -630 -25.5% Q1 2026 Apr 21, 2026
Continuum Advisory, LLC History Added to 1,843 600 0.06% 0.04% 1315 +548 42.32% Q1 2026 Apr 22, 2026
Summit Global Investments History No change 1,840 600 0.04% 0.03% 1314 0 0.0% Q1 2026 May 07, 2026
HUB Investment Partners, LLC History Added to 1,840 599 0.01% 0.01% 1316 +85 4.84% Q1 2026 May 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,834 597 0.15% 0.14% 1317 +205 12.58% Q1 2026 Apr 29, 2026
OpenArc Corporate Advisory, LLC History Added to 1,829 596 0.01% 0.01% 1319 +483 35.88% Q1 2026 May 11, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Reduced 1,830 596 0.3% 0.32% 1318 -59 -3.12% Q1 2026 May 01, 2026
Kera Capital Partners, Inc. History Added to 1,818 592 0.07% 0.06% 1320 +122 7.19% Q1 2026 May 06, 2026
BINGHAM PRIVATE WEALTH, LLC History Added to 1,813 590 0.47% 0.48% 1321 +45 2.55% Q1 2026 May 07, 2026
111 Capital History Added to 1,808 589 0.15% 0.05% 1322 +1,108 158.29% Q1 2026 May 11, 2026
Providence First Trust Co History New 1,807 588 0.21% 1324 +1,807 New Q1 2026 May 04, 2026
FSM Wealth Advisors, LLC History Reduced 1,806 588 0.08% 0.09% 1323 -324 -15.21% Q1 2026 Apr 27, 2026
National Philanthropic Trust History No change 1,801 587 0.01% 0.01% 1325 0 0.0% Q1 2026 May 15, 2026
Ascentis Wealth Management, LLC History Added to 1,796 585 0.12% 0.07% 1327 +897 99.78% Q1 2026 Apr 28, 2026
Mayflower Financial Advisors, LLC History Reduced 1,795 585 0.07% 0.07% 1326 -71 -3.8% Q1 2026 Apr 23, 2026
Investment Partners Asset Management, Inc. History Added to 1,794 584 0.36% 0.27% 1328 +419 30.47% Q1 2026 Apr 07, 2026
Oakworth Capital, Inc. History No change 1,777 579 0.03% 0.03% 1329 0 0.0% Q1 2026 Apr 24, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,771 577 0.01% 0.0% 1330 +1,044 143.6% Q1 2026 May 01, 2026
May Hill Capital, LLC History Added to 1,771 577 0.14% 0.12% 1333 +361 25.6% Q1 2026 May 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,772 577 0.01% 0.01% 1331 +195 12.37% Q1 2026 May 11, 2026
First County Bank /CT/ History Added to 1,773 577 0.31% 0.29% 1332 +6 0.34% Q1 2026 Apr 03, 2026
Strategic Wealth Partners, Ltd. History Reduced 1,769 576 0.04% 0.04% 1334 -112 -5.95% Q1 2026 May 12, 2026
Wagner Wealth Management, Corp History New 1,750 570 0.51% 1337 +1,750 New Q1 2026 May 05, 2026
Legal Advantage Investments, Inc. History No change 1,750 570 0.29% 0.25% 1335 0 0.0% Q1 2026 Apr 20, 2026
COERENTE CAPITAL MANAGEMENT History No change 1,750 570 0.11% 0.1% 1336 0 0.0% Q1 2026 Apr 17, 2026
West Family Investments, Inc. History Reduced 1,748 569 0.2% 0.18% 1338 -678 -27.95% Q1 2026 May 07, 2026
Expressive Wealth LLC History New 1,766 568 0.54% 1339 +1,766 New Q1 2026 May 11, 2026
Gladstone Institutional Advisory LLC History Reduced 1,741 567 0.02% 0.02% 1340 -182 -9.46% Q1 2026 May 14, 2026
Collaborative Fund Advisors, LLC History New 1,736 565 0.35% 1342 +1,736 New Q1 2026 Apr 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 1,735 565 0.01% 0.01% 1341 -48 -2.69% Q1 2026 May 15, 2026
Bell Bank History Reduced 1,732 564 0.02% 0.03% 1343 -347 -16.69% Q1 2026 Apr 23, 2026
StrongBox Wealth, LLC History Added to 1,729 563 0.18% 0.17% 1344 +82 4.98% Q1 2026 May 08, 2026
Sagewood Asset Management LP History Added to 1,716 559 0.18% 0.17% 1345 +211 14.02% Q1 2026 May 13, 2026
Argos Wealth Advisors, LLC History Reduced 1,714 558 0.16% 0.15% 1346 -84 -4.67% Q1 2026 Apr 27, 2026
Tributary Capital Management, LLC History Reduced 1,705 555 0.05% 0.05% 1347 -30 -1.73% Q1 2026 May 04, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 1,704 555 0.3% 0.3% 1349 -18 -1.05% Q1 2026 Apr 09, 2026
Rede Wealth, LLC History No change 1,703 555 0.2% 0.18% 1348 0 0.0% Q1 2026 Apr 10, 2026
MFA Wealth Services History Added to 1,701 554 0.37% 0.35% 1350 +48 2.9% Q1 2026 Apr 21, 2026
Apella Capital, LLC History Added to 1,673 553 0.01% 0.01% 1351 +805 92.74% Q1 2026 Apr 20, 2026
MJP ASSOCIATES INC /ADV History Reduced 1,695 552 0.07% 0.14% 1352 -1,791 -51.38% Q1 2026 May 05, 2026
OKABENA INVESTMENT SERVICES INC History No change 1,696 552 0.11% 0.1% 1353 0 0.0% Q1 2026 May 15, 2026
DAGCO, INC. History No change 1,695 552 0.12% 0.12% 1354 0 0.0% Q1 2026 Apr 20, 2026
PATRON PARTNERS, LLC History Reduced 1,691 551 0.24% 0.29% 1355 -369 -17.91% Q1 2026 Apr 29, 2026
E&G Advisors, LP History Added to 1,689 550 0.12% 0.12% 1356 +5 0.3% Q1 2026 Apr 21, 2026
Phillips Wealth Planners LLC History Reduced 1,715 549 0.41% 0.42% 1357 -22 -1.27% Q1 2026 May 14, 2026
Clearwave Capital, LLC History Added to 1,685 549 0.38% 0.39% 1358 +6 0.36% Q1 2026 Apr 29, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 1,682 548 0.32% 0.3% 1359 +81 5.06% Q1 2026 May 13, 2026
Catalyst Funds Management Pty Ltd History Reduced 1,678 546 0.09% 0.38% 1360 -3,522 -67.73% Q1 2026 May 11, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 1,670 544 0.09% 0.09% 1361 -59 -3.41% Q1 2026 Apr 15, 2026
Jump Financial, LLC History Reduced 1,654 539 0.01% 0.02% 1364 -2,498 -60.16% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 1,655 539 0.04% 0.04% 1362 -49 -2.88% Q1 2026 Apr 23, 2026
Salvus Wealth Management, LLC History Added to 1,656 539 0.31% 0.29% 1363 +11 0.67% Q1 2026 Apr 10, 2026
CONNING INC. History Reduced 1,648 537 0.02% 0.02% 1365 -306 -15.66% Q1 2026 Apr 30, 2026
Tandem Wealth Advisors LLC History Reduced 1,640 534 0.24% 0.25% 1366 -133 -7.5% Q1 2026 May 06, 2026
Icon Wealth Advisors, LLC History Reduced 1,639 533 0.03% 0.05% 1370 -956 -36.84% Q1 2026 May 12, 2026
Clearstead Trust, LLC History Reduced 1,637 533 0.09% 0.09% 1367 -189 -10.35% Q1 2026 May 06, 2026
Bank of New Hampshire History Added to 1,637 533 0.12% 0.11% 1368 +85 5.48% Q1 2026 Apr 13, 2026
Eagle Bluffs Wealth Management LLC History No change 1,631 533 0.21% 0.21% 1369 0 0.0% Q1 2026 Apr 24, 2026
Aspire Growth Partners LLC History Reduced 1,632 532 0.37% 0.36% 1371 -18 -1.09% Q1 2026 Apr 17, 2026
Advisory Alpha, LLC History Reduced 1,631 531 0.01% 0.01% 1372 -64 -3.78% Q1 2026 May 14, 2026
QP WEALTH MANAGEMENT, LLC History Reduced 1,627 530 0.91% 0.5% 1374 -198 -10.85% Q1 2026 Apr 22, 2026
1834 INVESTMENT ADVISORS CO History Reduced 1,628 530 0.07% 0.07% 1373 -59 -3.5% Q1 2026 May 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,614 526 0.06% 0.06% 1375 0 0.0% Q1 2026 May 11, 2026
GHP Investment Advisors, Inc. History Added to 1,605 523 0.02% 0.01% 1376 +720 81.36% Q1 2026 Apr 21, 2026
ASSOCIATED BANC-CORP History Reduced 1,603 522 0.01% 0.01% 1377 -249 -13.44% Q1 2026 May 01, 2026
LightSquare Wealth Management, LLC History New 1,596 520 0.39% 1378 +1,596 New Q1 2026 May 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,593 519 0.05% 0.05% 1379 +16 1.01% Q1 2026 May 11, 2026
Freestone Capital Holdings, LLC History Added to 1,591 518 0.02% 0.01% 1381 +112 7.57% Q1 2026 May 13, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 1,585 518 0.15% 0.16% 1382 -84 -5.03% Q1 2026 May 07, 2026
Tannin Capital LLC History Added to 1,591 518 0.38% 0.43% 1383 +52 3.38% Q1 2026 May 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 1,591 518 0.01% 0.01% 1380 -16 -1.0% Q1 2026 May 01, 2026
Independence Bank of Kentucky History Reduced 1,587 517 0.07% 0.06% 1384 -75 -4.51% Q1 2026 Apr 30, 2026
Howard Capital Management Inc. History Reduced 1,584 516 0.01% 0.01% 1385 -1,594 -50.16% Q1 2026 May 05, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,576 515 0.03% 0.03% 1386 0 0.0% Q1 2026 May 14, 2026
Nilsine Partners, LLC History Reduced 1,583 513 0.04% 0.05% 1387 -368 -18.86% Q1 2026 Apr 29, 2026
Zhang Financial LLC History New 1,573 512 0.02% 1388 +1,573 New Q1 2026 May 06, 2026
Symphony Financial, Ltd. Co. History Added to 1,568 510 0.07% 0.06% 1389 +43 2.82% Q1 2026 Apr 30, 2026
Ethos Financial Group, LLC History Added to 1,552 507 0.04% 0.02% 1390 +476 44.24% Q1 2026 May 05, 2026
XTX Topco Ltd History Reduced 1,555 506 0.01% 0.04% 1391 -3,003 -65.88% Q1 2026 May 15, 2026
3Chopt Investment Partners, LLC History Added to 1,545 505 0.12% 0.1% 1392 +69 4.67% Q1 2026 Apr 23, 2026
Madrid Wealth Management, LLC History Reduced 1,545 503 0.38% 0.47% 1395 -323 -17.29% Q1 2026 Apr 21, 2026
Trust Point Inc. History Reduced 1,545 503 0.04% 0.04% 1393 -22 -1.4% Q1 2026 Apr 15, 2026
Heron Bay Capital Management History No change 1,545 503 0.05% 0.09% 1394 0 0.0% Q1 2026 May 13, 2026
Evernest Financial Advisors, LLC History Added to 1,548 502 0.1% 0.09% 1397 +186 13.66% Q1 2026 May 04, 2026
Palisade Asset Management, LLC History No change 1,541 502 0.05% 0.05% 1396 0 0.0% Q1 2026 Apr 14, 2026
Vermillion & White Wealth Management Group, LLC History New 1,540 501 0.29% 1398 +1,540 New Q1 2026 May 15, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 1,531 498 0.3% 0.26% 1399 -10 -0.65% Q1 2026 Apr 07, 2026
Bridgewater Advisors Inc. History Added to 1,591 497 0.03% 0.03% 1400 +46 2.98% Q1 2026 May 14, 2026
Investment Research Partners LLC History Reduced 1,524 496 0.2% 0.22% 1402 -84 -5.22% Q1 2026 Apr 29, 2026
Broyhill Asset Management, LLC History Reduced 1,523 496 0.46% 0.42% 1401 -12 -0.78% Q1 2026 May 06, 2026
Wealth Science Advisors LLC History No change 1,577 492 0.28% 0.28% 1403 0 0.0% Q1 2026 Apr 08, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 1,505 490 0.31% 0.12% 1406 +285 23.36% Q1 2026 May 01, 2026
Empower Advisory Group, LLC History Added to 1,506 490 0.0% 0.0% 1405 +127 9.21% Q1 2026 May 14, 2026
STEINBERG ASSET MANAGEMENT LLC History No change 1,500 490 0.32% 0.35% 1404 0 0.0% Q1 2026 May 11, 2026
Ballast Rock Private Wealth LLC History No change 1,500 490 0.27% 0.29% 1407 0 0.0% Q1 2026 Apr 16, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,503 489 0.13% 0.12% 1408 0 0.0% Q1 2026 May 04, 2026
Cushing Capital Partners, LLC History Reduced 1,494 488 0.38% 0.72% 1409 -1,628 -52.15% Q1 2026 Apr 20, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History New 1,500 488 0.05% 1410 +1,500 New Q1 2026 May 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 1,488 486 0.19% 0.21% 1411 -159 -9.65% Q1 2026 Apr 22, 2026
Flatrock Wealth Partners LLC History Reduced 1,476 482 0.22% 0.26% 1413 -236 -13.79% Q1 2026 Apr 29, 2026
Astoria Portfolio Advisors LLC. History Added to 1,488 482 0.1% 0.11% 1412 +1 0.07% Q1 2026 Apr 28, 2026
Peak Planning Group, LLC History Reduced 1,468 478 0.13% 0.15% 1414 -227 -13.39% Q1 2026 Apr 22, 2026
Piedmont Capital Management, LLC/NC History No change 1,457 474 0.32% 0.3% 1415 0 0.0% Q1 2026 Apr 21, 2026
UNIVEST FINANCIAL Corp History Added to 1,453 473 0.03% 0.02% 1416 +1 0.07% Q1 2026 May 01, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 1,448 472 0.11% 0.1% 1417 +257 21.58% Q1 2026 May 07, 2026
Moss Adams Wealth Advisors LLC History Added to 1,442 471 0.03% 0.03% 1418 +83 6.11% Q1 2026 Apr 23, 2026
AM INVESTMENT STRATEGIES LLC History No change 1,441 470 0.1% 0.09% 1419 0 0.0% Q1 2026 Apr 29, 2026
BIP Wealth, LLC History Reduced 1,442 469 0.02% 0.02% 1420 -186 -11.43% Q1 2026 Apr 27, 2026
Pointe Capital Management LLC History No change 1,439 469 0.23% 0.22% 1421 0 0.0% Q1 2026 May 15, 2026
Manchester Capital Management LLC History Reduced 1,434 467 0.07% 0.06% 1422 -43 -2.91% Q1 2026 May 11, 2026
RFG Advisory, LLC History Added to 1,429 465 0.01% 0.01% 1423 +28 2.0% Q1 2026 Apr 17, 2026
Quotient Wealth Partners, LLC History Reduced 1,416 461 0.01% 0.01% 1426 -35 -2.41% Q1 2026 Apr 16, 2026
First Western Trust Bank History Added to 1,416 461 0.02% 0.02% 1424 +10 0.71% Q1 2026 May 12, 2026
Alta Advisers Ltd History No change 1,416 461 0.17% 0.16% 1425 0 0.0% Q1 2026 May 07, 2026
Revisor Wealth Management LLC History Reduced 1,394 453 0.13% 0.12% 1427 -51 -3.53% Q1 2026 Apr 27, 2026
PGIM Custom Harvest LLC History Added to 1,388 452 0.01% 0.01% 1428 +25 1.83% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History Added to 1,385 451 0.03% 0.03% 1429 +88 6.78% Q1 2026 Apr 28, 2026
Worthington Financial Partners, LLC History No change 1,381 450 0.39% 0.38% 1430 0 0.0% Q1 2026 Apr 21, 2026
Carson Advisory Inc. History Reduced 1,380 449 0.23% 0.23% 1431 -21 -1.5% Q1 2026 May 07, 2026
Souders Financial Advisors History Added to 1,372 447 0.05% 0.04% 1433 +126 10.11% Q1 2026 May 04, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 1,373 447 0.09% 0.09% 1434 -46 -3.24% Q1 2026 May 08, 2026
CRUX WEALTH ADVISORS History Reduced 1,372 447 0.17% 0.16% 1435 -22 -1.58% Q1 2026 Apr 24, 2026
COURIER CAPITAL LLC History Added to 1,374 447 0.02% 0.02% 1432 +10 0.73% Q1 2026 Apr 23, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 1,371 446 0.18% 0.17% 1436 0 0.0% Q1 2026 May 06, 2026
Klingman & Associates, LLC History Added to 1,367 445 0.02% 0.02% 1437 +46 3.48% Q1 2026 May 14, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 1,365 444 0.12% 0.13% 1438 -217 -13.72% Q1 2026 Apr 10, 2026
E Fund Management Co., Ltd. History New 1,354 441 0.01% 1440 +1,354 New Q1 2026 Apr 13, 2026
Cornerstone Advisory, LLC History Added to 1,356 441 0.04% 0.04% 1439 +27 2.03% Q1 2026 May 04, 2026
Ridgewood Investments LLC History New 1,345 438 0.18% 1442 +1,345 New Q1 2026 Apr 03, 2026
Bollard Group LLC History Added to 1,344 438 0.01% 0.01% 1441 +4 0.3% Q1 2026 May 14, 2026
Councilmark Asset Management, LLC History No change 1,339 436 0.25% 0.23% 1443 0 0.0% Q1 2026 May 12, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 1,325 431 0.07% 0.07% 1444 -38 -2.79% Q1 2026 May 12, 2026
RMR Capital Management, LLC History No change 1,325 431 0.31% 0.3% 1445 0 0.0% Q1 2026 May 20, 2026
Family Capital Trust Co History New 1,320 430 0.16% 1446 +1,320 New Q1 2026 Apr 29, 2026
Prestige Wealth Management Group LLC History Reduced 1,311 428 0.08% 0.08% 1447 -14 -1.06% Q1 2026 May 13, 2026
ALERUS FINANCIAL NA History Reduced 1,311 427 0.02% 0.02% 1448 -41 -3.03% Q1 2026 May 12, 2026
Strategic Investment Advisors / MI History Added to 1,309 426 0.03% 0.03% 1451 +340 35.09% Q1 2026 May 18, 2026
Orange Investment Advisors, Inc. History Added to 1,308 426 0.06% 0.04% 1449 +219 20.11% Q1 2026 Apr 22, 2026
IFC Advisors LLC History Reduced 1,309 426 0.06% 0.07% 1452 -190 -12.68% Q1 2026 May 04, 2026
SFMG, LLC History No change 1,310 426 0.03% 0.03% 1450 0 0.0% Q1 2026 May 12, 2026
Defiance ETFs, LLC History New 1,304 425 0.01% 1456 +1,304 New Q1 2026 May 15, 2026
Northern Financial Advisors Inc History Added to 1,306 425 0.31% 0.28% 1454 +527 67.65% Q1 2026 Apr 28, 2026
Tyche Wealth Partners LLC History Reduced 1,304 425 0.07% 0.07% 1455 -99 -7.06% Q1 2026 May 06, 2026
Strategic Advisors LLC History Added to 1,305 425 0.07% 0.06% 1453 +4 0.31% Q1 2026 May 14, 2026
OSLO PENSJONSFORSIKRING AS History New 1,294 421 0.07% 1457 +1,294 New Q1 2026 May 08, 2026
Linscomb Wealth, Inc. History Reduced 1,288 419 0.02% 0.02% 1458 -266 -17.12% Q1 2026 May 11, 2026
Wynn Capital, LLC History Added to 1,287 419 0.22% 0.19% 1459 +56 4.55% Q1 2026 Apr 13, 2026
Gen-Wealth Partners Inc History Reduced 1,288 419 0.13% 0.13% 1460 -9 -0.69% Q1 2026 May 08, 2026
Focus Financial Network, Inc. History Reduced 1,280 418 0.01% 0.02% 1461 -132 -9.35% Q1 2026 Apr 14, 2026
Hemenway Trust Co LLC History Reduced 1,280 417 0.03% 0.03% 1462 -50 -3.76% Q1 2026 May 07, 2026
Clearview Wealth Advisors LLC History No change 1,338 417 0.26% 0.26% 1463 0 0.0% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Added to 1,278 416 0.04% 0.03% 1464 +463 56.81% Q1 2026 Apr 06, 2026
Optas, LLC History Added to 1,278 416 0.06% 0.05% 1465 +193 17.79% Q1 2026 Apr 24, 2026
Hennion & Walsh Asset Management, Inc. History Added to 1,278 416 0.01% 0.01% 1466 +8 0.63% Q1 2026 May 13, 2026
Integrated Advisors Network LLC History Reduced 1,276 415 0.02% 0.02% 1467 -168 -11.63% Q1 2026 Apr 28, 2026
Fielder Capital Group LLC History Added to 1,272 414 0.09% 0.08% 1468 +85 7.16% Q1 2026 May 12, 2026
Quent Capital, LLC History Reduced 1,270 413 0.03% 0.03% 1469 -26 -2.01% Q1 2026 Apr 28, 2026
PROFFITT & GOODSON INC History Added to 1,267 412 0.06% 0.05% 1470 +26 2.1% Q1 2026 May 06, 2026
BlackDiamond Wealth Management, LLC History Added to 1,261 410 0.2% 0.2% 1471 +24 1.94% Q1 2026 May 12, 2026
Trust Co of the South History Reduced 1,258 410 0.07% 0.06% 1472 -14 -1.1% Q1 2026 Apr 06, 2026
Good Harbor Advisors, Inc. History No change 1,259 410 0.45% 0.46% 1473 0 0.0% Q1 2026 May 05, 2026
Private Capital Management, LLC History No change 1,257 409 0.04% 0.04% 1474 0 0.0% Q1 2026 May 15, 2026
NICOLET ADVISORY SERVICES, LLC History No change 1,332 408 0.03% 0.03% 1475 0 0.0% Q4 2025 Feb 13, 2026
Interchange Capital Partners, LLC History Reduced 1,348 407 0.13% 0.18% 1478 -1,730 -56.21% Q1 2026 Apr 23, 2026
Quaker Wealth Management, LLC History Added to 1,250 407 0.13% 0.12% 1477 +1 0.08% Q1 2026 Apr 10, 2026
SENTINEL TRUST CO LBA History No change 1,250 407 0.04% 0.04% 1476 0 0.0% Q1 2026 May 07, 2026
Portside Wealth Group, LLC History Added to 1,246 406 0.05% 0.05% 1479 +50 4.18% Q1 2026 May 12, 2026
CVA Family Office, LLC History Added to 1,241 404 0.04% 0.04% 1480 +200 19.21% Q1 2026 Apr 29, 2026
Sage Financial Management Group, Inc. History Reduced 1,235 402 0.12% 0.12% 1481 -65 -5.0% Q1 2026 Apr 21, 2026
Discipline Wealth Solutions, LLC History No change 1,234 402 0.04% 0.07% 1482 0 0.0% Q1 2026 Apr 17, 2026
Belpointe Asset Management LLC History Added to 1,232 401 0.01% 0.01% 1483 +41 3.44% Q1 2026 Apr 28, 2026
Vanguard National Trust Co History New 1,230 400 0.03% 1487 +1,230 New Q1 2026 May 08, 2026
Keebeck Wealth Management History New 1,226 400 0.04% 1486 +1,226 New Q1 2026 May 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 1,229 400 0.03% 0.03% 1485 -3 -0.24% Q1 2026 Apr 30, 2026
TOWER BRIDGE ADVISORS History No change 1,228 400 0.04% 0.04% 1484 0 0.0% Q1 2026 May 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 1,227 399 0.01% 0.0% 1488 +1,071 686.54% Q1 2026 Apr 27, 2026
Proficio Capital Partners LLC History No change 1,224 399 0.02% 0.03% 1489 0 0.0% Q1 2026 May 14, 2026
Park Edge Advisors, LLC History No change 1,224 398 0.09% 0.09% 1490 0 0.0% Q1 2026 Apr 20, 2026
BostonPremier Wealth LLC History No change 1,223 398 0.21% 0.2% 1491 0 0.0% Q1 2026 Apr 10, 2026
Avail Investment Partners, LLC History New 1,217 397 0.42% 1494 +1,217 New Q1 2026 May 13, 2026
Elgethun Capital Management History No change 1,219 397 0.07% 0.07% 1492 0 0.0% Q1 2026 May 14, 2026
Corps Capital Advisors, LLC History No change 1,220 397 0.34% 0.39% 1493 0 0.0% Q1 2026 May 14, 2026
CHILTON INVESTMENT CO INC. History Reduced 1,217 396 0.01% 0.02% 1495 -1,514 -55.44% Q1 2026 May 15, 2026
VICUS CAPITAL History Reduced 1,214 395 0.03% 0.03% 1496 -42 -3.34% Q1 2026 Apr 22, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 1,212 395 0.07% 0.06% 1497 +10 0.83% Q1 2026 Apr 14, 2026
JM2 Capital Inc. History Reduced 1,214 395 0.33% 0.31% 1498 -8 -0.65% Q1 2026 Apr 27, 2026
LYNCH & ASSOCIATES/IN History Added to 1,206 393 0.07% 0.07% 1499 +97 8.75% Q1 2026 Apr 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 1,207 393 0.04% 0.04% 1501 -69 -5.41% Q1 2026 Apr 22, 2026
Farmers National Bank History No change 1,261 393 0.09% 0.09% 1500 0 0.0% Q4 2025 Mar 12, 2026
PROMETHIUM ADVISORS,LLC History No change 1,203 393 0.2% 0.2% 1502 0 0.0% Q1 2026 Apr 22, 2026
Guardian Wealth Advisors, LLC History Reduced 1,206 392 0.23% 0.22% 1503 -20 -1.63% Q1 2026 May 01, 2026
State of Wyoming History Reduced 1,202 391 0.05% 0.04% 1505 -53 -4.22% Q1 2026 May 13, 2026
American Institute for Advanced Investment Management, LLP History No change 1,240 391 0.25% 0.25% 1504 0 0.0% Q1 2026 Apr 24, 2026
Americana Partners, LLC History Added to 1,196 389 0.01% 0.01% 1506 +516 75.88% Q1 2026 May 12, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 1,192 388 0.03% 0.02% 1507 0 0.0% Q1 2026 Apr 28, 2026
W.H. Cornerstone Investments Inc. History New 1,188 387 0.24% 1509 +1,188 New Q1 2026 Apr 28, 2026
Capital Analysts, LLC History Added to 1,186 387 0.01% 0.01% 1508 +230 24.06% Q1 2026 May 14, 2026
Pursuit Wealth Management LLC History No change 1,236 385 0.33% 0.33% 1510 0 0.0% Q4 2025 Jan 26, 2026
Arjuna Capital History New 1,181 384 0.1% 1512 +1,181 New Q1 2026 May 06, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 1,181 384 0.04% 0.04% 1511 -10 -0.84% Q1 2026 May 15, 2026
Visionary Wealth Advisors History Added to 1,177 383 0.02% 0.01% 1513 +276 30.63% Q1 2026 May 13, 2026
FIDUCIARY FAMILY OFFICE, LLC History Added to 1,177 383 0.11% 0.09% 1514 +177 17.7% Q1 2026 May 13, 2026
Norway Savings Bank History Reduced 1,175 382 0.18% 0.18% 1515 -68 -5.47% Q1 2026 Apr 20, 2026
KPP Advisory Services LLC History Reduced 1,175 382 0.06% 0.05% 1516 -1 -0.09% Q1 2026 Apr 24, 2026
SATURNA CAPITAL CORP History Reduced 1,170 381 0.01% 0.01% 1517 -2,000 -63.09% Q1 2026 May 11, 2026
Facet Wealth, Inc. History Added to 1,169 380 0.01% 0.01% 1518 +63 5.7% Q1 2026 May 07, 2026
Founders Financial Alliance, LLC History No change 1,158 377 0.07% 0.07% 1519 0 0.0% Q1 2026 May 11, 2026
United Advisor Group, LLC History Added to 1,153 376 0.05% 0.04% 1520 +183 18.87% Q1 2026 Apr 17, 2026
Breakwater Capital Group History Added to 1,152 375 0.05% 0.05% 1522 +15 1.32% Q1 2026 Apr 20, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 1,151 375 0.01% 0.01% 1521 -3 -0.26% Q1 2026 May 11, 2026
Root Financial Partners, LLC History Added to 1,148 374 0.02% 0.01% 1524 +746 185.57% Q1 2026 Apr 24, 2026
Cromwell Holdings LLC History No change 1,146 374 0.21% 0.2% 1523 0 0.0% Q1 2026 Apr 30, 2026
Argyle Capital Partners, LLC History No change 1,146 373 0.27% 0.26% 1525 0 0.0% Q1 2026 May 07, 2026
FIRST AMERICAN TRUST, FSB History Added to 1,143 372 0.03% 0.02% 1526 +58 5.35% Q1 2026 May 12, 2026
Stone House Investment Management, LLC History Added to 1,140 371 0.07% 0.05% 1527 +4 0.35% Q1 2026 Apr 22, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,190 371 0.28% 0.28% 1528 0 0.0% Q4 2025 Feb 03, 2026
WESTBOURNE INVESTMENTS, INC. History New 1,136 370 0.18% 1529 +1,136 New Q1 2026 May 15, 2026
Sunflower Bank, N.A. History Added to 1,134 369 0.09% 0.08% 1530 +154 15.71% Q1 2026 Apr 10, 2026
Planned Solutions, Inc. History No change 1,130 368 0.12% 0.11% 1531 0 0.0% Q1 2026 Apr 09, 2026
Reliant Investment Partners, LLC History No change 1,126 366 0.3% 0.28% 1532 0 0.0% Q1 2026 May 11, 2026
Stratos Investment Management, LLC History Added to 1,122 365 0.01% 0.01% 1533 +39 3.6% Q1 2026 Apr 28, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 1,117 364 0.0% 0.0% 1534 +23 2.1% Q1 2026 May 14, 2026
Sargent Investment Group, LLC History Added to 1,114 363 0.05% 0.04% 1535 +147 15.2% Q1 2026 May 11, 2026
EJMK Ventures LLC History Added to 1,116 363 0.2% 0.2% 1537 +82 7.93% Q1 2026 Apr 24, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 1,116 363 0.02% 0.02% 1536 -2 -0.18% Q1 2026 May 15, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 1,109 361 0.1% 0.1% 1538 -68 -5.78% Q1 2026 May 05, 2026
LaSalle St. Investment Advisors, LLC History Added to 1,107 360 0.05% 0.05% 1539 +15 1.37% Q1 2026 May 08, 2026
CreativeOne Wealth, LLC History Added to 1,103 359 0.01% 0.01% 1540 +124 12.67% Q1 2026 May 15, 2026
Cypress Capital Group History Added to 1,101 358 0.04% 0.04% 1541 +36 3.38% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Reduced 1,093 356 0.01% 0.03% 1542 -2,269 -67.49% Q1 2026 May 18, 2026
Linden Thomas Advisory Services, LLC History Added to 1,093 356 0.03% 0.03% 1545 +219 25.06% Q1 2026 Apr 10, 2026
RBA Wealth Management, LLC History Reduced 1,093 356 0.13% 0.12% 1544 -40 -3.53% Q1 2026 Apr 22, 2026
IMZ Advisory Inc History Added to 1,095 356 0.13% 0.12% 1546 +3 0.27% Q1 2026 Apr 08, 2026
Clarius Group, LLC History No change 1,142 356 0.02% 0.02% 1543 0 0.0% Q4 2025 Jan 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 1,091 355 0.04% 0.06% 1547 -491 -31.04% Q1 2026 May 11, 2026
KINTRA WEALTH, LLC History New 1,085 353 0.02% 1551 +1,085 New Q1 2026 May 15, 2026
MBL Wealth, LLC History Added to 1,084 353 0.03% 0.02% 1549 +226 26.34% Q1 2026 Apr 28, 2026
Naviter Wealth, LLC History Added to 1,081 353 0.04% 0.04% 1550 +119 12.37% Q1 2026 Apr 10, 2026
McLean Asset Management Corp History Added to 1,084 353 0.06% 0.05% 1548 +85 8.51% Q1 2026 Apr 22, 2026
Sharp Wealth Advisory, LLC History No change 1,082 352 0.17% 0.17% 1552 0 0.0% Q1 2026 Apr 27, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 1,077 351 0.06% 0.06% 1554 -163 -13.15% Q1 2026 May 08, 2026
FAS Wealth Partners, Inc. History No change 1,126 351 0.02% 0.02% 1553 0 0.0% Q4 2025 Feb 18, 2026
Innova Wealth Partners History Added to 1,075 350 0.17% 0.14% 1555 +167 18.39% Q1 2026 Apr 24, 2026
Nolet Wealth Management, LLC History No change 1,075 350 0.2% 0.19% 1556 0 0.0% Q1 2026 May 05, 2026
Guardian Capital, LLC History Reduced 1,068 348 0.33% 0.58% 1559 -1,023 -48.92% Q1 2026 May 11, 2026
Simplicity Wealth,LLC History Added to 1,068 348 0.02% 0.02% 1558 +161 17.75% Q1 2026 Apr 30, 2026
Foster Group, Inc. History Added to 1,070 348 0.01% 0.01% 1557 +81 8.19% Q1 2026 Apr 13, 2026
Patriot Financial Group Insurance Agency, LLC History New 1,066 347 0.02% 1564 +1,066 New Q1 2026 Apr 22, 2026
NorthRock Partners, LLC History Reduced 1,065 347 0.01% 0.01% 1561 -236 -18.14% Q1 2026 May 15, 2026
BankChampaign, National Association History Added to 1,066 347 0.34% 0.27% 1563 +174 19.51% Q1 2026 May 21, 2026
Falcon Wealth Planning History Reduced 1,065 347 0.02% 0.03% 1562 -34 -3.09% Q1 2026 Apr 20, 2026
J.Safra Asset Management Corp History No change 1,067 347 0.02% 0.02% 1560 0 0.0% Q1 2026 May 04, 2026
Westfuller Advisors, LLC History Reduced 1,061 346 0.15% 0.19% 1565 -445 -29.55% Q1 2026 Apr 28, 2026
ANCHYRA PARTNERS LLC History Added to 1,064 346 0.1% 0.1% 1566 +51 5.03% Q1 2026 Apr 17, 2026
Wellington Shields & Co., LLC History No change 1,061 345 0.09% 0.08% 1567 0 0.0% Q1 2026 May 04, 2026
Voya Financial Advisors, Inc. History Reduced 1,076 343 0.03% 0.04% 1569 -142 -11.66% Q1 2026 May 12, 2026
Moment Partners, LLC History Reduced 1,051 343 0.06% 0.07% 1570 -7 -0.66% Q1 2026 May 04, 2026
EDMP, INC. History No change 1,055 343 0.28% 0.27% 1568 0 0.0% Q1 2026 Apr 28, 2026
Wealth Management Associates, Inc. History No change 1,055 343 0.12% 0.11% 1571 0 0.0% Q1 2026 May 13, 2026
Dorato Capital Management History No change 1,033 343 0.25% 0.23% 1572 0 0.0% Q1 2026 Apr 09, 2026
Sicart Associates LLC History No change 1,050 342 0.09% 0.09% 1573 0 0.0% Q1 2026 Apr 21, 2026
Hexagon Capital Partners LLC History New 1,049 341 0.05% 1575 +1,049 New Q1 2026 May 04, 2026
Intellectus Partners, LLC History Added to 1,045 341 0.07% 0.06% 1574 +71 7.29% Q1 2026 Apr 10, 2026
Busey Bank History Reduced 1,045 340 0.01% 0.01% 1576 -73 -6.53% Q1 2026 Apr 28, 2026
McIlrath & Eck, LLC History Added to 1,042 339 0.03% 0.03% 1577 +42 4.2% Q1 2026 May 19, 2026
VeraBank, N.A. History No change 1,039 338 0.06% 0.06% 1578 0 0.0% Q1 2026 May 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 1,034 337 0.02% 0.02% 1582 -499 -32.55% Q1 2026 May 11, 2026
Zullo Investment Group, Inc. History Reduced 1,034 337 0.13% 0.12% 1581 -30 -2.82% Q1 2026 Apr 15, 2026
EARNEST PARTNERS LLC History Reduced 1,037 337 0.0% 0.0% 1580 -6 -0.58% Q1 2026 May 15, 2026
CHAPIN DAVIS, INC. History Added to 1,035 337 0.08% 0.08% 1579 +1 0.1% Q1 2026 Apr 21, 2026
Aware Super Pty Ltd as trustee of Aware Super History New 1,032 336 0.01% 1583 +1,032 New Q1 2026 May 05, 2026
Impact Investors, Inc History New 1,028 335 0.23% 1585 +1,028 New Q1 2026 Apr 29, 2026
Accredited Investors Inc. History Reduced 1,028 335 0.02% 0.02% 1584 -254 -19.81% Q1 2026 Apr 30, 2026
Innovative Asset Advisors Group, LLC History New 1,023 334 0.19% 1587 +1,023 New Q1 2026 May 12, 2026
PARTHENON LLC History No change 1,027 334 0.04% 0.03% 1586 0 0.0% Q1 2026 Apr 28, 2026
GM Advisory Group, LLC History New 1,024 333 0.01% 1588 +1,024 New Q1 2026 Apr 28, 2026
Peachtree Investment Partners, LLC History Added to 1,017 331 0.13% 0.07% 1589 +345 51.34% Q1 2026 May 08, 2026
Fieldview Capital Management, LLC History New 1,013 330 0.1% 1591 +1,013 New Q1 2026 May 14, 2026
HMS Capital Management, LLC History Reduced 1,014 330 0.13% 0.23% 1590 -773 -43.26% Q1 2026 Apr 22, 2026
Atwater Malick LLC History No change 1,010 329 0.09% 0.09% 1592 0 0.0% Q1 2026 Apr 22, 2026
CYBER HORNET ETFs LLC History Reduced 1,005 328 0.21% 0.2% 1593 -77 -7.12% Q1 2026 May 08, 2026
Financial Engines Advisors L.L.C. History New 1,001 326 0.0% 1595 +1,001 New Q1 2026 May 14, 2026
DUNCKER STREETT & CO INC History No change 1,003 326 0.06% 0.06% 1594 0 0.0% Q1 2026 Apr 29, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 1,000 325 0.01% 0.01% 1596 -300 -23.08% Q1 2026 May 04, 2026
Paladin Advisory Group, LLC History Reduced 998 325 0.25% 0.27% 1598 -200 -16.69% Q1 2026 Apr 30, 2026
RBF Capital, LLC History No change 1,000 325 0.02% 0.01% 1597 0 0.0% Q1 2026 May 18, 2026
San Luis Wealth Advisors LLC History Added to 997 324 0.05% 0.05% 1600 +1 0.1% Q1 2026 Apr 29, 2026
Hyperion Capital Advisors LP History No change 995 324 0.16% 0.15% 1599 0 0.0% Q1 2026 May 14, 2026
Octavia Wealth Advisors, LLC History Reduced 986 322 0.03% 0.03% 1601 -56 -5.37% Q1 2026 Apr 10, 2026
Maridea Wealth Management LLC History New 987 321 0.05% 1603 +987 New Q1 2026 Apr 21, 2026
Valtrion Capital Management, LLC History Reduced 985 321 0.3% 0.33% 1602 -73 -6.9% Q1 2026 May 15, 2026
PARNASSUS INVESTMENTS, LLC History New 976 318 0.0% 1604 +976 New Q1 2026 May 12, 2026
Womack Financial LLC History No change 973 317 0.23% 0.22% 1605 0 0.0% Q1 2026 May 11, 2026
FDx Advisors, Inc. History New 970 316 0.1% 1607 +970 New Q1 2026 May 01, 2026
Compass Ion Advisors, LLC History Added to 971 316 0.03% 0.03% 1606 +14 1.46% Q1 2026 Apr 13, 2026
Somerset Group LLC History No change 954 315 0.23% 0.22% 1608 0 0.0% Q1 2026 May 13, 2026
WoodTrust Financial Corp History Added to 957 312 0.04% 0.03% 1609 +240 33.47% Q1 2026 May 06, 2026
Cornerstone Wealth Group, LLC History Added to 949 312 0.02% 0.02% 1610 +166 21.2% Q1 2026 Apr 22, 2026
RB Capital Management, LLC History Reduced 956 311 0.07% 0.06% 1611 -20 -2.05% Q1 2026 May 14, 2026
SAX WEALTH ADVISORS, LLC History Reduced 999 311 0.02% 0.01% 1612 -18 -1.77% Q1 2026 Apr 08, 2026
Portfolio Design Labs, LLC History New 950 309 0.05% 1613 +950 New Q1 2026 May 11, 2026
WEALTH ALLIANCE, LLC History Added to 947 308 0.03% 0.02% 1614 +273 40.5% Q1 2026 May 14, 2026
Werba Rubin Papier Wealth Management History Added to 943 307 0.04% 0.08% 1615 +26 2.84% Q1 2026 May 12, 2026
M.E. ALLISON & CO., INC. History Reduced 942 306 0.2% 0.21% 1616 -37 -3.78% Q1 2026 Apr 08, 2026
EXCALIBUR MANAGEMENT CORP History Added to 934 304 0.11% 0.1% 1617 +26 2.86% Q1 2026 May 05, 2026
Samalin Investment Counsel, LLC History Reduced 930 303 0.11% 0.1% 1618 -11 -1.17% Q1 2026 Apr 22, 2026
Diligent Investors, LLC History No change 931 303 0.08% 0.07% 1619 0 0.0% Q1 2026 Apr 15, 2026
Verum Partners LLC History Added to 930 302 0.06% 0.06% 1620 +10 1.09% Q1 2026 Apr 15, 2026
44 WEALTH MANAGEMENT LLC History Reduced 924 301 0.11% 0.11% 1622 -98 -9.59% Q1 2026 May 15, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 924 301 0.01% 0.01% 1621 +9 0.98% Q1 2026 Apr 30, 2026
BlueChip Wealth Advisors LLC History No change 921 300 0.13% 0.12% 1623 0 0.0% Q1 2026 May 05, 2026
Goldstein Advisors, LLC History Added to 920 299 0.03% 0.03% 1624 +27 3.02% Q1 2026 Apr 28, 2026
Avise Financial Cooperative, Inc. History Added to 920 299 0.25% 0.25% 1625 +27 3.02% Q1 2026 Apr 22, 2026
Tandem Investment Partners LLC History Reduced 920 299 0.25% 0.24% 1626 -10 -1.08% Q1 2026 May 13, 2026
Asset One Wealth Management LLC History New 907 298 0.03% 1627 +907 New Q1 2026 May 12, 2026
Abacus Wealth Partners, LLC History Added to 909 296 0.03% 0.03% 1628 +19 2.13% Q1 2026 Apr 24, 2026
Deseret Mutual Benefit Administrators History Added to 904 294 0.1% 0.07% 1629 +388 75.19% Q1 2026 May 08, 2026
Wayfinding Financial, LLC History Added to 899 294 0.13% 0.12% 1630 +20 2.28% Q1 2026 May 12, 2026
August Group Capital Ltd History Added to 905 294 0.34% 0.31% 1631 +4 0.44% Q1 2026 May 14, 2026
Southeast Asset Advisors, LLC History Added to 901 293 0.03% 0.03% 1634 +24 2.74% Q1 2026 May 13, 2026
Harrington Investments, INC History Reduced 901 293 0.15% 0.14% 1633 -17 -1.85% Q1 2026 Apr 13, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 900 293 0.08% 0.07% 1632 0 0.0% Q1 2026 May 08, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 900 293 0.15% 0.14% 1635 0 0.0% Q1 2026 Apr 22, 2026
Regent Peak Wealth Advisors LLC History Added to 897 292 0.06% 0.05% 1637 +21 2.4% Q1 2026 Apr 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 898 292 0.09% 0.09% 1636 0 0.0% Q1 2026 May 14, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 893 291 0.1% 0.1% 1639 -5 -0.56% Q1 2026 Apr 14, 2026
Echo45 Advisors LLC History Added to 895 291 0.16% 0.16% 1638 +1 0.11% Q1 2026 Apr 20, 2026
Signature Equity Partners, LLC History Added to 892 290 0.16% 0.1% 1642 +296 49.66% Q1 2026 May 13, 2026
Triangle Securities Wealth Management History No change 892 290 0.07% 0.06% 1640 0 0.0% Q1 2026 Apr 20, 2026
Pacifica Partners Inc. History No change 890 290 0.1% 0.12% 1641 0 0.0% Q1 2026 Apr 09, 2026
Bedel Financial Consulting, Inc. History No change 888 289 0.03% 0.03% 1643 0 0.0% Q1 2026 May 04, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 889 289 0.19% 0.2% 1644 0 0.0% Q1 2026 Apr 27, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 886 288 0.09% 0.09% 1646 -23 -2.53% Q1 2026 Apr 16, 2026
Bragg Financial Advisors, Inc History Added to 886 288 0.01% 0.01% 1645 +19 2.19% Q1 2026 May 15, 2026
Private Wealth Asset Management, LLC History Added to 883 287 0.03% 0.03% 1648 +15 1.73% Q1 2026 May 06, 2026
CULLINAN ASSOCIATES INC History No change 882 287 0.02% 0.02% 1647 0 0.0% Q1 2026 May 01, 2026
Sound Financial Strategies Group, LLC History Reduced 880 286 0.2% 0.49% 1650 -1,339 -60.34% Q1 2026 May 08, 2026
BECK MACK & OLIVER LLC History No change 878 286 0.01% 0.0% 1649 0 0.0% Q1 2026 May 12, 2026
ALTFEST L J & CO INC History Reduced 876 285 0.03% 0.17% 1651 -4,099 -82.39% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Added to 877 285 0.01% 0.01% 1652 +10 1.15% Q1 2026 May 15, 2026
New England Professional Planning Group Inc. History No change 877 285 0.12% 0.11% 1653 0 0.0% Q1 2026 May 13, 2026
Requisite Capital Management, LLC History New 870 284 0.05% 1654 +870 New Q1 2026 May 14, 2026
Spartan Wealth Advisory Services LLC History New 870 283 0.02% 1656 +870 New Q1 2026 May 06, 2026
Abel Hall, LLC History No change 870 283 0.06% 0.06% 1655 0 0.0% Q1 2026 Apr 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 847 282 0.02% 0.02% 1657 -347 -29.06% Q1 2026 Apr 17, 2026
Fragasso Financial Advisors Inc History New 861 281 0.02% 1658 +861 New Q1 2026 Apr 07, 2026
Aviance Capital Partners, LLC History New 862 280 0.03% 1660 +862 New Q1 2026 May 06, 2026
Calydon Capital History No change 860 280 0.05% 0.05% 1659 0 0.0% Q1 2026 May 15, 2026
Capital Investment Management, Inc. History Reduced 857 279 0.1% 0.1% 1663 -56 -6.13% Q1 2026 Apr 22, 2026
Revolve Wealth Partners, LLC History Added to 856 279 0.04% 0.03% 1661 +3 0.35% Q1 2026 Apr 10, 2026
Box Hill Private Wealth LLC History Added to 859 279 0.28% 0.27% 1662 +3 0.35% Q1 2026 Apr 03, 2026
Center for Wealth Management Advisory History Reduced 856 278 0.2% 1.32% 1667 -4,874 -85.06% Q1 2026 Apr 24, 2026
Y-Intercept (Hong Kong) Ltd History New 853 278 0.01% 1668 +853 New Q1 2026 Apr 27, 2026
Capital Investment Advisory Services, LLC History Reduced 853 278 0.02% 0.02% 1664 -33 -3.72% Q1 2026 May 05, 2026
Global Assets Advisory, LLC History Added to 855 278 0.08% 0.07% 1666 +30 3.64% Q1 2026 May 01, 2026
Traynor Capital Management, Inc. History Added to 856 278 0.02% 0.01% 1665 +21 2.51% Q1 2026 May 14, 2026
Avantax Planning Partners, Inc. History Added to 850 277 0.01% 0.01% 1669 +44 5.46% Q1 2026 May 04, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 850 277 0.03% 0.03% 1670 0 0.0% Q1 2026 Apr 09, 2026
RENAISSANCE GROUP LLC History Reduced 848 276 0.01% 0.01% 1671 -268 -24.01% Q1 2026 May 13, 2026
Symmetry Partners, LLC History Added to 849 276 0.02% 0.02% 1672 +16 1.92% Q1 2026 Apr 27, 2026
Crown Wealth Group, LLC History Added to 846 275 0.08% 0.07% 1674 +38 4.7% Q1 2026 Apr 21, 2026
Financial Management Professionals, Inc. History Reduced 842 275 0.03% 0.03% 1673 -9 -1.06% Q1 2026 Apr 15, 2026
Integrity Advisory Solutions, LLC History Added to 841 274 0.04% 0.03% 1677 +164 24.22% Q1 2026 May 11, 2026
D'Orazio & Associates, Inc. History Added to 843 274 0.04% 0.03% 1675 +1 0.12% Q1 2026 May 07, 2026
WT Wealth Management History No change 842 274 0.08% 0.08% 1676 0 0.0% Q1 2026 Apr 21, 2026
Walsky Investment Management, Inc. History No change 842 274 0.28% 0.27% 1678 0 0.0% Q1 2026 May 14, 2026
FAIRFIELD, BUSH & CO. History No change 840 273 0.15% 0.14% 1679 0 0.0% Q1 2026 May 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 836 272 0.03% 0.03% 1680 +28 3.47% Q1 2026 May 05, 2026
Barry Investment Advisors, LLC History Added to 830 271 0.06% 0.06% 1681 +9 1.1% Q1 2026 Apr 23, 2026
Balboa Wealth Partners History Added to 834 271 0.05% 0.04% 1682 +1 0.12% Q1 2026 Apr 16, 2026
Financial Solutions Advisory Group, Inc. History New 831 270 0.04% 1686 +831 New Q1 2026 Jun 01, 2026
Aviso Financial Inc. History Added to 831 270 0.01% 0.01% 1685 +28 3.49% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History Added to 828 270 0.02% 0.02% 1684 +6 0.73% Q1 2026 Apr 20, 2026
Jacobsen Capital Management History No change 829 270 0.09% 0.08% 1683 0 0.0% Q1 2026 Apr 24, 2026
ASPIRIANT, LLC History Reduced 827 269 0.01% 0.01% 1687 -297 -26.42% Q1 2026 May 12, 2026
Balentine LLC History Added to 828 269 0.01% 0.01% 1688 +67 8.8% Q1 2026 Apr 24, 2026
SALZHAUER MICHAEL History No change 824 268 0.13% 0.11% 1689 0 0.0% Q1 2026 May 05, 2026
Rodgers Brothers Inc. History No change 823 268 0.03% 0.03% 1690 0 0.0% Q1 2026 May 14, 2026
Rinkey Investments History Reduced 821 267 0.07% 0.07% 1692 -50 -5.74% Q1 2026 May 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 820 267 0.04% 0.04% 1693 +12 1.49% Q1 2026 Apr 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 822 267 0.03% 0.03% 1691 0 0.0% Q1 2026 May 14, 2026
Marble Wealth, LLC History Reduced 819 266 0.05% 0.06% 1695 -585 -41.67% Q1 2026 May 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 818 266 0.05% 0.04% 1694 +30 3.81% Q1 2026 May 05, 2026
Sovereign Investment Advisors, LLC History New 807 263 0.06% 1697 +807 New Q1 2026 May 12, 2026
Trilogy Capital Inc. History Reduced 807 263 0.01% 0.01% 1696 -5 -0.62% Q1 2026 Apr 21, 2026
VICTORY FINANCIAL GROUP, LLC History New 806 262 0.03% 1699 +806 New Q1 2026 Apr 27, 2026
FIRST FOUNDATION ADVISORS History Reduced 805 262 0.01% 0.01% 1698 -24 -2.9% Q1 2026 May 04, 2026
Mendel Money Management History No change 802 261 0.11% 0.1% 1700 0 0.0% Q1 2026 May 04, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 800 261 0.04% 0.04% 1701 0 0.0% Q1 2026 Apr 22, 2026
BankPlus Trust Department History No change 803 261 0.07% 0.07% 1702 0 0.0% Q1 2026 May 11, 2026
CLARK ESTATES INC/NY History No change 800 260 0.06% 0.06% 1703 0 0.0% Q1 2026 May 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 798 259 0.07% 0.07% 1705 -78 -8.9% Q1 2026 Apr 28, 2026
LEUTHOLD GROUP, LLC History Reduced 796 259 0.03% 0.03% 1704 -24 -2.93% Q1 2026 May 06, 2026
Thrive Wealth Management, LLC History Added to 794 258 0.04% 0.04% 1707 +4 0.51% Q1 2026 Apr 09, 2026
Poehling Capital Management, INC. History Reduced 792 258 0.05% 0.05% 1706 -2 -0.25% Q1 2026 Apr 21, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 788 257 0.04% 0.05% 1709 +17 2.2% Q1 2026 May 06, 2026
Bill Few Associates, Inc. History No change 791 257 0.06% 0.06% 1708 0 0.0% Q1 2026 Apr 08, 2026
Heritage Wealth Advisors History No change 786 256 0.01% 0.01% 1710 0 0.0% Q1 2026 May 13, 2026
PATTON FUND MANAGEMENT, INC. History No change 788 256 0.04% 0.03% 1711 0 0.0% Q1 2026 Apr 22, 2026
Stokes Family Office, LLC History Reduced 783 255 0.03% 0.03% 1712 -127 -13.96% Q1 2026 May 11, 2026
Seed Wealth Management, Inc. History Reduced 785 255 0.18% 0.17% 1713 -10 -1.26% Q1 2026 Apr 08, 2026
AGH Wealth Advisors, LLC History Added to 781 254 0.19% 0.17% 1716 +65 9.08% Q1 2026 Apr 22, 2026
True Wealth Design, LLC History Added to 780 254 0.07% 0.07% 1715 +41 5.55% Q1 2026 Apr 13, 2026
Iron Gate Global Advisors LLC History Reduced 781 254 0.03% 0.03% 1714 -9 -1.14% Q1 2026 May 15, 2026
Nicholas Wealth, LLC. History Reduced 779 253 0.17% 0.99% 1717 -3,910 -83.39% Q1 2026 Apr 22, 2026
QVR LLC History Reduced 776 252 0.01% 0.03% 1720 -1,412 -64.53% Q1 2026 Apr 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 776 252 0.0% 0.0% 1718 +76 10.86% Q1 2026 Apr 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 776 252 0.04% 0.03% 1719 +45 6.16% Q1 2026 May 01, 2026
Sompo Asset Management Co., Ltd. History New 770 250 0.05% 1723 +770 New Q1 2026 Apr 30, 2026
Leelyn Smith, LLC History No change 770 250 0.04% 0.03% 1721 0 0.0% Q1 2026 Apr 27, 2026
James J. Burns & Company, LLC History No change 769 250 0.03% 0.03% 1722 0 0.0% Q1 2026 Apr 17, 2026
TWO SIGMA SECURITIES, LLC History Reduced 767 249 0.03% 0.23% 1724 -4,601 -85.71% Q1 2026 May 15, 2026
Omnia Family Wealth, LLC History Reduced 765 249 0.08% 0.09% 1726 -217 -22.1% Q1 2026 May 07, 2026
Tradewinds, LLC. History Added to 766 249 0.08% 0.05% 1727 +74 10.69% Q1 2026 May 04, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 765 249 0.17% 0.16% 1725 0 0.0% Q1 2026 May 12, 2026
Clear Creek Financial Management, LLC History New 763 248 0.02% 1732 +763 New Q1 2026 Apr 22, 2026
Van Diest Capital, LLC History Reduced 762 248 0.2% 0.48% 1731 -268 -26.02% Q1 2026 May 15, 2026
DOVER ADVISORS, LLC History Reduced 759 248 0.1% 0.11% 1729 -150 -16.5% Q1 2026 Apr 08, 2026
New Perspectives, Inc History No change 762 248 0.09% 0.08% 1728 0 0.0% Q1 2026 Apr 21, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 761 248 0.09% 0.09% 1730 0 0.0% Q1 2026 May 18, 2026
DV Trading LLC History Reduced 760 247 0.01% 0.03% 1734 -2,683 -77.93% Q1 2026 May 15, 2026
MATAURO, LLC History New 758 247 0.04% 1736 +758 New Q1 2026 Apr 22, 2026
LifeGoal Investments, LLC History New 756 247 0.14% 1737 +756 New Q1 2026 Apr 14, 2026
GW&K Investment Management, LLC History Reduced 757 247 0.0% 0.0% 1733 -3 -0.39% Q1 2026 May 13, 2026
Medallion Wealth Advisors, LLC History No change 760 247 0.08% 0.08% 1735 0 0.0% Q1 2026 Apr 24, 2026
Challenger Wealth Management History Reduced 756 246 0.2% 0.2% 1740 -67 -8.14% Q1 2026 May 28, 2026
Drucker Wealth 3.0, LLC History Added to 755 246 0.04% 0.04% 1739 +8 1.07% Q1 2026 Apr 23, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 754 246 0.02% 0.02% 1738 0 0.0% Q1 2026 Apr 15, 2026
Avalon Trust Co History Added to 753 245 0.02% 0.01% 1743 +321 74.31% Q1 2026 May 06, 2026
Syverson Strege & Co History Reduced 754 245 0.06% 0.06% 1742 -20 -2.58% Q1 2026 May 04, 2026
Intrua Financial, LLC History Reduced 752 245 0.03% 0.03% 1744 -19 -2.46% Q1 2026 Apr 23, 2026
Nadler Financial Group, Inc. History No change 754 245 0.02% 0.02% 1741 0 0.0% Q1 2026 May 04, 2026
Evergreen Wealth Management, LLC History Added to 749 243 0.13% 0.11% 1745 +51 7.31% Q1 2026 May 01, 2026
CURA WEALTH ADVISORS, LLC History No change 748 243 0.11% 0.09% 1746 0 0.0% Q1 2026 May 08, 2026
Woodline Partners LP History Reduced 743 242 0.0% 0.47% 1747 -387,166 -99.81% Q1 2026 May 15, 2026
Godshalk Welsh Capital Management, Inc. History No change 740 241 0.14% 0.13% 1748 0 0.0% Q1 2026 May 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 740 241 0.03% 0.03% 1749 0 0.0% Q1 2026 Apr 16, 2026
Cadence Bank History No change 772 240 0.01% 0.01% 1750 0 0.0% Q4 2025 Jan 30, 2026
MIDLAND WEALTH ADVISORS, LLC History Added to 735 239 0.01% 0.01% 1752 +24 3.38% Q1 2026 May 07, 2026
Raab & Moskowitz Asset Management LLC History No change 734 239 0.05% 0.05% 1751 0 0.0% Q1 2026 May 21, 2026
Hamilton Capital, LLC History Added to 732 238 0.01% 0.01% 1754 +69 10.41% Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 731 238 0.01% 0.01% 1753 +7 0.97% Q1 2026 Apr 29, 2026
Meramec Financial Planners, LLC History No change 724 238 0.09% 0.09% 1755 0 0.0% Q1 2026 Apr 27, 2026
Mechanics Bank Trust Department History New 730 237 0.03% 1758 +730 New Q1 2026 Apr 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History New 729 237 0.03% 1759 +729 New Q1 2026 Apr 07, 2026
CoreCap Advisors, LLC History Added to 727 237 0.01% 0.01% 1757 +6 0.83% Q1 2026 Apr 07, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 728 237 0.2% 0.18% 1756 0 0.0% Q1 2026 Apr 24, 2026
Clifford Group, LLC History Added to 725 236 0.18% 0.15% 1760 +82 12.75% Q1 2026 May 15, 2026
DODGE & COX History No change 722 235 0.0% 0.0% 1761 0 0.0% Q1 2026 May 14, 2026
Enhancing Capital LLC History No change 722 235 0.17% 0.16% 1762 0 0.0% Q1 2026 May 08, 2026
Delos Wealth Advisors, LLC History New 720 234 0.13% 1764 +720 New Q1 2026 May 14, 2026
Hoxton Planning & Management, LLC History Reduced 721 234 0.07% 0.07% 1763 -25 -3.35% Q1 2026 Apr 20, 2026
Gerber Kawasaki Wealth & Investment Management History New 716 233 0.01% 1770 +716 New Q1 2026 May 06, 2026
United Community Bank History Reduced 715 233 0.08% 0.09% 1766 -57 -7.38% Q1 2026 Apr 24, 2026
Provenance Wealth Advisors, LLC History Reduced 716 233 0.02% 0.03% 1769 -40 -5.29% Q1 2026 Apr 20, 2026
Chancellor Financial Group WB LP History Added to 715 233 0.16% 0.15% 1768 +10 1.42% Q1 2026 May 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 715 233 0.17% 0.15% 1767 +3 0.42% Q1 2026 May 08, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 715 233 0.09% 0.09% 1765 0 0.0% Q1 2026 May 12, 2026
EWA, LLC History Added to 714 232 0.05% 0.05% 1771 +16 2.29% Q1 2026 Apr 23, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 711 232 0.22% 0.2% 1772 0 0.0% Q1 2026 May 15, 2026
New Republic Capital, LLC History Reduced 708 231 0.08% 0.11% 1774 -568 -44.51% Q1 2026 May 01, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 709 231 0.03% 0.03% 1773 0 0.0% Q1 2026 Apr 29, 2026
Retirement Planning Group, LLC History Reduced 703 229 0.01% 0.01% 1775 -6 -0.85% Q1 2026 May 04, 2026
Maia Wealth LLC History Added to 704 229 0.04% 0.04% 1776 +3 0.43% Q1 2026 May 08, 2026
Accurate Wealth Management, LLC History Added to 698 228 0.03% 0.03% 1777 +32 4.8% Q1 2026 Apr 22, 2026
Phoenix Financial Ltd. History Added to 700 227 0.0% 0.0% 1778 +15 2.19% Q1 2026 May 11, 2026
Sageworth Trust Co History New 694 226 0.01% 1782 +694 New Q1 2026 Apr 29, 2026
MCDONALD PARTNERS LLC History Reduced 695 226 0.05% 0.11% 1779 -433 -38.39% Q1 2026 May 15, 2026
US Asset Management LLC History No change 725 226 0.18% 0.18% 1780 0 0.0% Q4 2025 Jan 27, 2026
HBE Wealth Management, LLC History No change 694 226 0.2% 0.2% 1781 0 0.0% Q1 2026 Apr 28, 2026
Pacific Excel Wealth Advisors, Inc. History New 692 225 0.24% 1785 +692 New Q1 2026 May 13, 2026
Canvas Wealth Advisors, LLC History Added to 691 225 0.04% 0.04% 1784 +14 2.07% Q1 2026 Apr 28, 2026
Pavion Blue Capital, LLC History No change 691 225 0.1% 0.09% 1783 0 0.0% Q1 2026 May 06, 2026
SEVEN MILE ADVISORY History Reduced 685 223 0.16% 0.05% 1786 -234 -25.46% Q1 2026 Apr 14, 2026
Excelsior Advisor Network LLC History No change 685 223 0.08% 0.1% 1787 0 0.0% Q1 2026 May 15, 2026
RDA Financial Network History Reduced 683 222 0.06% 0.05% 1788 -8 -1.16% Q1 2026 Apr 08, 2026
55 North Private Wealth, LLC History Reduced 683 222 0.06% 0.06% 1790 -2 -0.29% Q1 2026 Apr 17, 2026
BARLOW WEALTH PARTNERS, LLC History No change 673 222 0.02% 0.02% 1789 0 0.0% Q1 2026 Apr 21, 2026
Kestra Investment Management, LLC History New 678 220 0.0% 1795 +678 New Q1 2026 May 11, 2026
Cooper Financial Group History New 676 220 0.02% 1794 +676 New Q1 2026 Apr 07, 2026
Henrickson Nauta Wealth Advisors, Inc. History Reduced 674 220 0.06% 0.05% 1792 -326 -32.6% Q1 2026 Apr 16, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 675 220 0.05% 0.05% 1791 -1 -0.15% Q1 2026 Apr 10, 2026
Royal Capital Wealth Management, LLC History No change 675 220 0.14% 0.12% 1793 0 0.0% Q1 2026 May 15, 2026
Game Plan Financial Advisors, LLC History New 674 219 0.1% 1796 +674 New Q1 2026 Apr 23, 2026
Clark Asset Management, LLC History New 673 219 0.02% 1797 +673 New Q1 2026 Apr 16, 2026
BAHL & GAYNOR INC History New 671 218 0.0% 1799 +671 New Q1 2026 May 07, 2026
Ervin Investment Management, LLC History New 670 218 0.13% 1800 +670 New Q1 2026 Apr 08, 2026
Bey-Douglas LLC History New 669 218 0.19% 1801 +669 New Q1 2026 May 12, 2026
McGowan Group Asset Management, Inc. History No change 670 218 0.03% 0.03% 1798 0 0.0% Q1 2026 May 11, 2026
Quadrant Private Wealth Management, LLC History New 666 217 0.03% 1804 +666 New Q1 2026 May 06, 2026
COGENT STRATEGIC WEALTH LLC History Reduced 666 217 0.22% 0.22% 1803 -2 -0.3% Q1 2026 May 04, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 667 217 0.02% 0.02% 1802 0 0.0% Q1 2026 May 11, 2026
Brookwood Investment Group LLC History Reduced 664 216 0.03% 0.07% 1805 -1,125 -62.88% Q1 2026 May 04, 2026
DAVIDSON INVESTMENT ADVISORS History New 665 216 0.01% 1806 +665 New Q1 2026 May 08, 2026
Meridian Financial Advisors, LLC History No change 661 215 0.12% 0.11% 1807 0 0.0% Q1 2026 Apr 21, 2026
Charter Oak Capital Management, LLC History No change 659 214 0.02% 0.02% 1808 0 0.0% Q1 2026 Apr 24, 2026
Rockline Wealth Management, LLC History No change 657 214 0.05% 0.04% 1809 0 0.0% Q1 2026 Apr 30, 2026
Vantus Wealth LLC History No change 686 214 0.16% 0.16% 1810 0 0.0% Q4 2025 Feb 10, 2026
BETO FINANCIAL GROUP, LLC History Added to 664 213 0.12% 0.14% 1811 +5 0.76% Q1 2026 May 11, 2026
Clear Retirement Advice LLC History No change 656 213 0.17% 0.17% 1812 0 0.0% Q1 2026 Apr 28, 2026
Kelman-Lazarov, Inc. History New 653 212 0.03% 1813 +653 New Q1 2026 Apr 27, 2026
Five Oceans Advisors History Added to 648 211 0.08% 0.07% 1818 +1 0.15% Q1 2026 Apr 07, 2026
NTV ASSET MANAGEMENT LLC History No change 650 211 0.02% 0.02% 1814 0 0.0% Q1 2026 Apr 28, 2026
Trust Co History No change 649 211 0.02% 0.02% 1815 0 0.0% Q1 2026 Apr 13, 2026
Bigelow Investment Advisors, LLC History No change 650 211 0.08% 0.08% 1816 0 0.0% Q1 2026 Apr 23, 2026
SAGE RHINO CAPITAL LLC History No change 648 211 0.04% 0.04% 1817 0 0.0% Q1 2026 Apr 28, 2026
HighRoad Wealth Advisors, LLC History New 647 210 0.21% 1825 +647 New Q1 2026 Apr 14, 2026
Narus Financial Partners, LLC History New 645 210 0.06% 1824 +645 New Q1 2026 Apr 21, 2026
Intergy Private Wealth, LLC History Reduced 646 210 0.06% 0.07% 1822 -53 -7.58% Q1 2026 Apr 16, 2026
Tactive Advisors, LLC History Reduced 645 210 0.06% 0.06% 1823 -43 -6.25% Q1 2026 Apr 16, 2026
SCHULHOFF & CO INC History No change 647 210 0.09% 0.08% 1819 0 0.0% Q1 2026 May 11, 2026
Janney Capital Management LLC History No change 674 210 0.01% 0.01% 1820 0 0.0% Q4 2025 Feb 11, 2026
Circle Wealth Management, LLC History No change 645 210 0.0% 0.0% 1821 0 0.0% Q1 2026 May 11, 2026
Montz Harcus Wealth Management LLC History Added to 644 209 0.08% 0.08% 1826 +2 0.31% Q1 2026 Apr 29, 2026
FORA Capital, LLC History Reduced 640 208 0.02% 0.1% 1828 -5,621 -89.78% Q1 2026 May 14, 2026
Granite Harbor Advisors, Inc. History New 640 208 0.09% 1830 +640 New Q1 2026 Apr 23, 2026
Elyxium Wealth, LLC History Added to 640 208 0.07% 0.05% 1829 +26 4.23% Q1 2026 May 06, 2026
Ifrah Financial Services, Inc. History Reduced 640 208 0.05% 0.05% 1827 -21 -3.18% Q1 2026 Apr 22, 2026
Tradition Wealth Management, LLC History New 638 207 0.01% 1832 +638 New Q1 2026 May 15, 2026
Pines Wealth Management, LLC History New 638 207 0.07% 1833 +638 New Q1 2026 Apr 08, 2026
WENDELL DAVID ASSOCIATES INC History New 634 207 0.02% 1831 +634 New Q1 2026 Apr 23, 2026
Warren Street Wealth Advisors, LLC History New 634 206 0.05% 1836 +634 New Q1 2026 Apr 16, 2026
Gilman Hill Asset Management, LLC History New 633 206 0.03% 1834 +633 New Q1 2026 Apr 08, 2026
Leisure Capital Management History New 633 206 0.07% 1835 +633 New Q1 2026 May 08, 2026
Vancity Investment Management Ltd History New 632 206 0.03% 1837 +632 New Q1 2026 May 15, 2026
MARINO, STRAM & ASSOCIATES LLC History New 631 205 0.04% 1838 +631 New Q1 2026 Apr 29, 2026
Allen Capital Group, LLC History New 631 205 0.02% 1839 +631 New Q1 2026 May 27, 2026
Legacy Financial Group LLC History New 630 205 0.03% 1840 +630 New Q1 2026 May 04, 2026
Ponta Wealth Partners, LLC History New 630 205 0.16% 1841 +630 New Q1 2026 May 11, 2026
Oak Harvest Investment Services History Reduced 626 204 0.02% 0.04% 1842 -590 -48.52% Q1 2026 Apr 22, 2026
Perennial Investment Advisors, LLC History New 624 203 0.02% 1844 +624 New Q1 2026 May 15, 2026
Alteri Wealth LLC History New 623 203 0.07% 1845 +623 New Q1 2026 May 06, 2026
SteelPeak Wealth, LLC History Reduced 622 203 0.01% 0.01% 1843 -229 -26.91% Q1 2026 May 05, 2026
Teza Capital Management LLC History New 619 201 0.74% 1846 +619 New Q1 2026 May 15, 2026
Clarity Financial LLC History New 618 201 0.02% 1847 +618 New Q1 2026 May 01, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 618 201 0.02% 1849 +618 New Q1 2026 Apr 30, 2026
HFG Advisors, Inc. History New 617 201 0.14% 1848 +617 New Q1 2026 May 08, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History New 614 200 0.02% 1851 +614 New Q1 2026 May 01, 2026
StoneX Group Inc. History Reduced 614 200 0.01% 0.01% 1850 -221 -26.47% Q1 2026 May 14, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 603 196 0.02% 0.02% 1852 -24 -3.83% Q1 2026 Apr 23, 2026
Colonial Trust Co / SC History Reduced 599 195 0.03% 0.03% 1854 -7 -1.16% Q1 2026 May 12, 2026
CoreFirst Bank & Trust History No change 599 195 0.1% 0.1% 1853 0 0.0% Q1 2026 Jun 03, 2026
Aventura Private Wealth, LLC History No change 588 191 0.07% 0.07% 1855 0 0.0% Q1 2026 May 05, 2026
REXFORD CAPITAL INC History No change 583 190 0.14% 0.14% 1856 0 0.0% Q1 2026 Apr 23, 2026
Fortitude Family Office, LLC History Added to 575 187 0.04% 0.04% 1857 +40 7.48% Q1 2026 Apr 15, 2026
AMERIFLEX GROUP, INC. History Added to 567 184 0.09% 0.06% 1858 +167 41.75% Q1 2026 May 15, 2026
BAYBAN History Added to 544 177 0.15% 0.14% 1859 +36 7.09% Q1 2026 Apr 24, 2026
Rossby Financial, LCC History Added to 538 176 0.04% 0.03% 1860 +266 97.79% Q1 2026 May 11, 2026
ORG Partners LLC History No change 561 175 0.03% 0.03% 1861 0 0.0% Q4 2025 Jan 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 528 172 0.04% 0.04% 1862 +58 12.34% Q1 2026 Apr 17, 2026
Bruce G. Allen Investments, LLC History Reduced 524 170 0.11% 0.11% 1863 -13 -2.42% Q1 2026 May 08, 2026
Salomon & Ludwin, LLC History Added to 517 169 0.02% 0.01% 1864 +12 2.38% Q1 2026 May 11, 2026
Pinnacle Bancorp, Inc. History No change 509 165 0.05% 0.05% 1865 0 0.0% Q1 2026 Apr 22, 2026
Dakota Community Bank & Trust NA History No change 527 164 0.56% 0.56% 1866 0 0.0% Q4 2025 Jan 26, 2026
Roehl & Yi Investment Advisors, LLC History Reduced 10,580 163 0.06% 0.08% 1867 -111 -1.04% Q1 2026 May 14, 2026
Golden State Wealth Management, LLC History Reduced 496 161 0.02% 0.02% 1868 -9 -1.78% Q1 2026 Apr 28, 2026
DV EQUITIES, LLC History No change 511 159 0.03% 0.03% 1869 0 0.0% Q4 2025 Feb 17, 2026
Fideuram Asset Management (Ireland) dac History Reduced 469 152 0.02% 0.07% 1870 -2,884 -86.01% Q1 2026 May 11, 2026
Bank of Jackson Hole Trust History No change 466 151 0.07% 0.07% 1871 0 0.0% Q1 2026 May 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 463 150 0.02% 0.02% 1872 0 0.0% Q1 2026 May 11, 2026
SBI Securities Co., Ltd. History Added to 459 149 0.0% 0.0% 1873 +2 0.44% Q1 2026 Apr 27, 2026
Bravera Wealth History No change 456 148 0.07% 0.07% 1874 0 0.0% Q1 2026 Apr 22, 2026
Intentional Wealth Strategies, LLC History New 440 143 0.13% 1875 +440 New Q1 2026 May 05, 2026
1015 Capital Partners, LLC History Added to 436 142 0.14% 0.13% 1876 +4 0.93% Q1 2026 May 11, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 433 141 0.05% 1877 +433 New Q1 2026 Apr 28, 2026
JFS WEALTH ADVISORS, LLC History Reduced 425 138 0.01% 0.01% 1878 -14 -3.19% Q1 2026 Apr 20, 2026
General Partner, Inc. History No change 425 138 0.08% 0.07% 1879 0 0.0% Q1 2026 Apr 08, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 418 136 0.21% 0.25% 1880 -133 -24.14% Q1 2026 May 01, 2026
Owl Creek Wealth Partners LLC History New 416 135 0.05% 1881 +416 New Q1 2026 May 13, 2026
Physician Wealth Advisors, Inc. History Added to 414 134 0.02% 0.02% 1882 +40 10.7% Q1 2026 Apr 24, 2026
BIRCHBROOK, INC. History No change 413 134 0.07% 0.06% 1883 0 0.0% Q1 2026 Apr 08, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 405 132 0.04% 0.03% 1884 -25 -5.81% Q1 2026 May 15, 2026
PROSPERITY BANCSHARES INC History Added to 404 131 0.11% 0.06% 1885 +175 76.42% Q1 2026 May 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 400 130 0.02% 0.02% 1886 0 0.0% Q1 2026 Apr 22, 2026
Strategic Investment Solutions, Inc. /IL History No change 400 130 0.03% 0.03% 1887 0 0.0% Q1 2026 May 01, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 399 130 0.04% 0.03% 1888 0 0.0% Q1 2026 Apr 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 400 130 0.1% 0.1% 1889 0 0.0% Q1 2026 Apr 21, 2026
Activest Wealth Management History Added to 391 127 0.02% 0.02% 1890 +5 1.3% Q1 2026 Apr 15, 2026
Measured Wealth Private Client Group, LLC History Added to 383 124 0.03% 0.03% 1891 +20 5.51% Q1 2026 May 13, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 378 123 0.05% 0.04% 1892 -6 -1.56% Q1 2026 Apr 07, 2026
Reflection Asset Management History No change 387 120 0.09% 0.09% 1893 0 0.0% Q4 2025 Mar 02, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 361 116 0.06% 0.05% 1894 0 0.0% Q1 2026 May 11, 2026
BFSG, LLC History Added to 353 115 0.01% 0.01% 1895 +18 5.37% Q1 2026 Apr 28, 2026
Hilltop National Bank History New 338 110 0.03% 1896 +338 New Q1 2026 Apr 02, 2026
UNION SAVINGS BANK History No change 336 109 0.05% 0.05% 1897 0 0.0% Q1 2026 Apr 17, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 333 108 0.03% 1898 +333 New Q1 2026 May 08, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 330 107 0.01% 0.01% 1899 0 0.0% Q1 2026 Apr 08, 2026
Rosenberg Matthew Hamilton History No change 331 107 0.02% 0.02% 1900 0 0.0% Q1 2026 Apr 06, 2026
Bell Investment Advisors, Inc History Added to 328 106 0.02% 0.02% 1901 +5 1.55% Q1 2026 Apr 17, 2026
Wall Street Financial Group, Inc. History New 320 104 0.06% 1902 +320 New Q1 2026 May 05, 2026
Indiana Trust & Investment Management Co History No change 313 102 0.03% 0.03% 1903 0 0.0% Q1 2026 Apr 28, 2026
WPG Advisers, LLC History Reduced 311 101 0.07% 0.08% 1905 -16 -4.89% Q1 2026 Apr 29, 2026
North Star Investment Management Corp. History Added to 312 101 0.01% 0.01% 1904 +1 0.32% Q1 2026 Apr 23, 2026
CapitalatWork S.A. History New 309,223 100 2.99% 1907 +309,223 New Q1 2026 May 15, 2026
TUCKER ASSET MANAGEMENT LLC History No change 323 100 0.03% 0.03% 1906 0 0.0% Q4 2025 Feb 05, 2026
Wealth Preservation Advisors, LLC History Reduced 301 98 0.08% 0.05% 1908 -35 -10.42% Q1 2026 May 15, 2026
Reyes Financial Architecture, Inc. History Reduced 300 97 0.08% 0.08% 1909 -100 -25.0% Q1 2026 May 11, 2026
Crews Bank & Trust History No change 298 97 0.01% 0.01% 1910 0 0.0% Q1 2026 May 13, 2026
Westside Investment Management, Inc. History No change 285 93 0.01% 0.01% 1911 0 0.0% Q1 2026 May 04, 2026
Axiom Investment Management LLC History New 280 91 0.07% 1914 +280 New Q1 2026 May 26, 2026
Sound Income Strategies, LLC History Added to 279 91 0.0% 0.0% 1912 +7 2.57% Q1 2026 Apr 27, 2026
Horizons Wealth Management History No change 282 91 0.06% 0.06% 1913 0 0.0% Q1 2026 Apr 02, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 277 90 0.04% 0.04% 1915 0 0.0% Q1 2026 Apr 07, 2026
Anchor Investment Management, LLC History Reduced 275 89 0.01% 0.01% 1916 -48 -14.86% Q1 2026 May 01, 2026
First Command Advisory Services, Inc. History Reduced 270 88 0.0% 0.0% 1917 -441 -62.03% Q1 2026 May 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 261 85 0.01% 0.01% 1918 -12,427 -97.94% Q1 2026 May 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 259 84 0.0% 0.0% 1919 -1 -0.38% Q1 2026 Apr 23, 2026
Granite FO LLC History No change 260 84 0.05% 0.04% 1920 0 0.0% Q1 2026 May 12, 2026
PALLADIEM, LLC History Added to 252 83 0.08% 0.07% 1921 +2 0.8% Q1 2026 May 06, 2026
TrustBank History No change 255 83 0.03% 0.03% 1922 0 0.0% Q1 2026 May 04, 2026
Keating Financial Advisory Services, Inc. History Reduced 244 79 0.01% 0.01% 1923 -92 -27.38% Q1 2026 May 15, 2026
OAKMONT Corp History No change 240 78 0.01% 0.01% 1924 0 0.0% Q1 2026 May 12, 2026
Purpose Unlimited Inc. History Reduced 234 76 0.0% 0.0% 1925 -21 -8.24% Q1 2026 May 15, 2026
Millstone Evans Group, LLC History No change 227 73 0.04% 0.04% 1926 0 0.0% Q1 2026 Apr 30, 2026
Torren Management, LLC History Reduced 222 72 0.04% 0.08% 1927 -303 -57.71% Q1 2026 Apr 30, 2026
Destiny Wealth Partners, LLC History New 221 72 0.01% 1928 +221 New Q1 2026 May 11, 2026
Front Row Advisors LLC History No change 220 71 0.02% 0.02% 1929 0 0.0% Q1 2026 May 19, 2026
Opal Wealth Advisors, LLC History New 215 70 0.02% 1931 +215 New Q1 2026 Apr 14, 2026
USA FINANCIAL FORMULAS History Reduced 217 70 0.01% 0.02% 1930 -149 -40.71% Q1 2026 Apr 14, 2026
Park Place Capital Corp History Reduced 213 69 0.01% 0.01% 1933 -4 -1.84% Q1 2026 Apr 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 213 69 0.03% 0.03% 1932 0 0.0% Q1 2026 May 05, 2026
Hurley Capital, LLC History New 205 66 0.04% 1934 +205 New Q1 2026 May 06, 2026
Capital Advisors, Ltd. LLC History Added to 200 65 0.01% 0.0% 1937 +68 51.52% Q1 2026 Apr 16, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 201 65 0.01% 0.01% 1935 0 0.0% Q1 2026 Apr 21, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 200 65 0.02% 0.02% 1936 0 0.0% Q1 2026 Apr 27, 2026
Olistico Wealth, LLC History No change 200 65 0.03% 0.03% 1938 0 0.0% Q1 2026 Apr 08, 2026
Main Street Group, LTD History New 197 64 0.02% 1939 +197 New Q1 2026 May 06, 2026
JPL Wealth Management, LLC History New 195 63 0.01% 1941 +195 New Q1 2026 May 08, 2026
Caldwell Trust Co History No change 194 63 0.01% 0.01% 1940 0 0.0% Q1 2026 Apr 22, 2026
Cornerstone Planning Group LLC History Added to 195 62 0.01% 0.01% 1942 +77 65.25% Q1 2026 May 06, 2026
TOMPKINS FINANCIAL CORP History Reduced 189 61 0.0% 0.0% 1943 -5 -2.58% Q1 2026 Apr 09, 2026
Clean Yield Group History No change 187 60 0.02% 0.02% 1944 0 0.0% Q1 2026 Apr 14, 2026
HHM Wealth Advisors, LLC History Added to 183 59 0.01% 0.01% 1945 +16 9.58% Q1 2026 Apr 17, 2026
Quarry LP History Added to 180 58 0.01% 0.0% 1947 +154 592.31% Q1 2026 May 15, 2026
ESL Trust Services, LLC History No change 180 58 0.01% 0.01% 1946 0 0.0% Q1 2026 May 07, 2026
Cassaday & Co Wealth Management LLC History New 177 57 0.0% 1949 +177 New Q1 2026 May 07, 2026
Imprint Wealth LLC History No change 176 57 0.26% 0.25% 1948 0 0.0% Q1 2026 May 15, 2026
Sachetta, LLC History Added to 174 56 0.03% 0.03% 1950 +6 3.57% Q1 2026 May 01, 2026
Covestor Ltd History Reduced 168 55 0.04% 0.09% 1954 -363 -68.36% Q1 2026 May 05, 2026
Marquette Asset Management, LLC History Added to 170 55 0.01% 0.01% 1951 +31 22.3% Q1 2026 Apr 23, 2026
TFC Financial Management, Inc. History Reduced 170 55 0.01% 0.01% 1953 -13 -7.1% Q1 2026 Apr 23, 2026
Truvestments Capital LLC History Reduced 171 55 0.01% 0.01% 1952 -4 -2.29% Q1 2026 May 13, 2026
Lodestone Wealth Management LLC History No change 172 55 0.02% 0.02% 1955 0 0.0% Q1 2026 May 01, 2026
Scarborough Advisors, LLC History No change 167 54 0.01% 0.01% 1956 0 0.0% Q1 2026 May 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 168 54 0.02% 0.02% 1957 0 0.0% Q1 2026 Apr 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 168 54 0.04% 0.03% 1958 0 0.0% Q1 2026 May 07, 2026
Bogart Wealth, LLC History Added to 165 53 0.0% 0.0% 1961 +17 11.49% Q1 2026 Apr 28, 2026
ALBION FINANCIAL GROUP /UT History Reduced 164 53 0.0% 0.0% 1960 -15 -8.38% Q1 2026 Apr 27, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 164 53 0.01% 0.01% 1959 0 0.0% Q1 2026 May 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 162 52 0.0% 0.0% 1962 +110 211.54% Q1 2026 May 07, 2026
SHP Wealth Management History Added to 160 52 0.0% 0.0% 1963 +104 185.71% Q1 2026 May 08, 2026
Financial Life Planners History New 158 51 0.04% 1965 +158 New Q1 2026 Apr 24, 2026
Planning Project LLC History No change 166 51 0.01% 0.01% 1964 0 0.0% Q4 2025 Feb 12, 2026
Key FInancial Inc History No change 151 49 0.01% 0.01% 1966 0 0.0% Q1 2026 Apr 24, 2026
CITY HOLDING CO History Reduced 150 48 0.01% 0.01% 1967 -19 -11.24% Q1 2026 Apr 15, 2026
Smallwood Wealth Investment Management, LLC History No change 150 48 0.03% 0.02% 1968 0 0.0% Q1 2026 Apr 22, 2026
Addison Advisors LLC History No change 145 47 0.01% 0.01% 1969 0 0.0% Q1 2026 May 08, 2026
Investors Research Corp History Reduced 142 46 0.01% 0.02% 1970 -155 -52.19% Q1 2026 Apr 03, 2026
Access Investment Management LLC History No change 142 46 0.01% 0.01% 1971 0 0.0% Q1 2026 May 21, 2026
Kemnay Advisory Services Inc. History Reduced 140 45 0.01% 0.01% 1973 -70 -33.33% Q1 2026 May 15, 2026
Sarver Vrooman Wealth Advisors History Added to 140 45 0.03% 0.02% 1975 +13 10.24% Q1 2026 Apr 15, 2026
FIRST UNITED BANK & TRUST History No change 139 45 0.01% 0.01% 1972 0 0.0% Q1 2026 Apr 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 140 45 0.02% 0.02% 1974 0 0.0% Q1 2026 May 01, 2026
Tradewinds Capital Management, LLC History No change 135 44 0.01% 0.01% 1976 0 0.0% Q1 2026 Apr 14, 2026
1248 Management, LLC History No change 137 44 0.02% 0.02% 1977 0 0.0% Q1 2026 May 15, 2026
JNBA Financial Advisors History Reduced 131 42 0.0% 0.0% 1979 -38 -22.49% Q1 2026 Apr 22, 2026
ATWOOD & PALMER INC History No change 130 42 0.0% 0.0% 1978 0 0.0% Q1 2026 Apr 15, 2026
GoalVest Advisory LLC History No change 129 42 0.01% 0.01% 1980 0 0.0% Q1 2026 Apr 13, 2026
Archer Investment Corp History Added to 127 41 0.01% 0.01% 1981 +1 0.79% Q1 2026 May 04, 2026
Atlantic Private Wealth, LLC History Reduced 125 40 0.03% 0.02% 1983 -2 -1.57% Q1 2026 May 08, 2026
Kimelman & Baird, LLC History No change 125 40 0.0% 0.0% 1982 0 0.0% Q1 2026 May 13, 2026
Bank & Trust Co History No change 124 40 0.03% 0.03% 1984 0 0.0% Q1 2026 Apr 13, 2026
LOOMIS SAYLES & CO L P History Reduced 120 39 0.0% 0.0% 1985 -47 -28.14% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 120 39 0.0% 0.0% 1986 -13 -9.77% Q1 2026 Apr 13, 2026
Avion Wealth History Added to 120 39 0.01% 0.01% 1988 +11 10.09% Q1 2026 May 01, 2026
IMA Advisory Services, Inc. History Reduced 122 39 0.0% 0.0% 1987 -1 -0.81% Q1 2026 May 06, 2026
EFG International AG History Reduced 115 37 0.0% 0.02% 1990 -3,701 -96.99% Q1 2026 May 15, 2026
Hickory Point Bank & Trust History New 115 37 0.02% 1991 +115 New Q1 2026 Apr 03, 2026
Kilter Group LLC History Added to 114 37 0.02% 0.01% 1989 +35 44.3% Q1 2026 May 14, 2026
SOA Wealth Advisors, LLC. History No change 112 36 0.01% 0.01% 1992 0 0.0% Q1 2026 May 20, 2026
Cherry Tree Wealth Management, LLC History No change 112 36 0.01% 0.01% 1993 0 0.0% Q1 2026 May 05, 2026
N.E.W. Advisory Services LLC History Reduced 108 35 0.0% 0.0% 1994 -107 -49.77% Q1 2026 May 04, 2026
Valued Wealth Advisors LLC History Added to 108 35 0.01% 0.01% 1997 +4 3.85% Q1 2026 Apr 30, 2026
Navera Investment Management Ltd. History No change 108 35 0.0% 0.0% 1995 0 0.0% Q1 2026 May 12, 2026
Financial Perspectives, Inc History No change 109 35 0.01% 0.01% 1996 0 0.0% Q1 2026 May 11, 2026
Glen Eagle Advisors, LLC History No change 104 34 0.0% 0.0% 1998 0 0.0% Q1 2026 May 15, 2026
Ares Financial Consulting, LLC History No change 104 34 0.03% 0.03% 1999 0 0.0% Q1 2026 Apr 02, 2026
Vision Retirement, LLC History Added to 104 33 0.01% 0.01% 2001 +4 4.0% Q1 2026 May 07, 2026