FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 14,451,187 905,800 0.07% 0.08% 1 -1,006,756 -6.51% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 13,438,915 842,351 0.05% 0.06% 2 -118,149 -0.87% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 6,099,024 382,286 0.1% 0.11% 3 +288,879 4.97% Q1 2026 May 06, 2026
UBS Group AG History Added to 5,691,920 356,769 0.05% 0.06% 4 +89,459 1.6% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,484,649 281,097 0.05% 0.06% 5 -223,770 -4.75% Q1 2026 May 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,327,262 145,872 0.04% 0.05% 6 -114,388 -4.68% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 2,110,490 132,286 0.02% 0.03% 7 -183,445 -8.0% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 1,904,033 119,385 0.03% 0.03% 8 +115,139 6.44% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 1,184,040 74,189 0.05% 0.05% 9 +130,676 12.41% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,152,045 72,210 0.1% 0.11% 10 -20,583 -1.76% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Added to 910,185 57,050 0.06% 0.07% 11 +14,420 1.61% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 828,008 50,334 0.0% 0.0% 12 -16,504 -1.95% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 787,385 49,358 0.05% 0.04% 13 +294,667 59.8% Q1 2026 May 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 783,087 49,083 0.01% 0.02% 14 +69,929 9.81% Q1 2026 May 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 773,002 48,452 0.12% 0.15% 15 -15,962 -2.02% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 726,052 45,522 0.07% 0.09% 16 -117,993 -13.98% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 722,140 45,267 0.04% 0.05% 17 +11,317 1.59% Q1 2026 May 12, 2026
Capital Asset Advisory Services LLC History Reduced 667,303 44,742 1.72% 2.02% 18 -28,951 -4.16% Q1 2026 Apr 24, 2026
Quadrature Capital Ltd History New 613,656 38,463 0.46% — 19 +613,656 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 562,513 35,258 0.06% 0.08% 20 -78,246 -12.21% Q1 2026 May 14, 2026
Private Advisor Group, LLC History Reduced 547,102 34,292 0.16% 0.18% 21 -1,943 -0.35% Q1 2026 Apr 24, 2026
CWM, LLC History Reduced 477,063 29,902 0.08% 0.14% 22 -253,804 -34.73% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 473,348 29,669 0.01% 0.01% 23 +46,602 10.92% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 453,724 28,439 0.02% 0.02% 24 +4,253 0.95% Q1 2026 May 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 418,922 26,258 0.38% 0.41% 25 +10,259 2.51% Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Added to 402,837 25,249 0.1% 0.1% 26 +72,289 21.87% Q1 2026 Apr 30, 2026
Rockport Wealth LLC History Added to 369,306 23,160 4.22% 3.97% 27 +83,316 29.13% Q1 2026 May 05, 2026
PINNACLE ASSOCIATES LTD History Added to 336,826 21,112 0.27% 0.3% 28 +11,117 3.41% Q1 2026 Apr 21, 2026
TRUIST FINANCIAL CORP History Added to 312,704 19,600 0.03% 0.03% 29 +36,313 13.14% Q1 2026 Apr 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 319,355 19,407 0.01% 0.01% 30 +42,873 15.51% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 283,088 17,743 0.05% 0.06% 31 -37,980 -11.83% Q1 2026 May 04, 2026
Janney Montgomery Scott LLC History Reduced 276,687 17,343 0.04% 0.06% 32 -99,659 -26.48% Q1 2026 Apr 22, 2026
Equitable Holdings, Inc. History Added to 241,711 17,231 0.11% 0.11% 33 +18,931 8.5% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Added to 268,661 16,965 0.29% 0.33% 34 +15,840 6.27% Q1 2026 May 14, 2026
&PARTNERS History Reduced 257,130 16,179 0.08% 0.12% 35 -65,311 -20.26% Q1 2026 May 15, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History Added to 229,770 14,401 4.4% 4.5% 36 +34,970 17.95% Q1 2026 May 11, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History New 226,000 14,165 1.79% — 37 +226,000 New Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 222,495 13,945 0.0% 0.0% 38 +55,793 33.47% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 218,213 13,677 0.17% 0.2% 39 -4,041 -1.82% Q1 2026 Apr 20, 2026
Clearwater Capital Advisors, LLC History Added to 211,602 13,263 1.07% 1.19% 40 +12,581 6.32% Q1 2026 May 13, 2026
Legacy Edge Advisors, LLC History Added to 207,037 12,977 1.36% 1.43% 41 +24,031 13.13% Q1 2026 May 11, 2026
Procyon Advisors, LLC History Added to 206,860 12,965 0.64% 0.59% 42 +40,624 24.44% Q1 2026 May 04, 2026
American Financial Advisors, LLC History Added to 200,392 12,560 1.68% 1.84% 43 +357 0.18% Q1 2026 May 13, 2026
LM Advisors LLC History Reduced 781 12,455 0.2% 0.24% 44 -156 -16.65% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Added to 191,518 12,004 0.02% 0.0% 45 +177,218 1239.29% Q1 2026 May 15, 2026
Sargent Investment Group, LLC History Reduced 185,266 11,612 1.53% 1.71% 46 -5,755 -3.01% Q1 2026 May 11, 2026
MGO ONE SEVEN LLC History Added to 177,366 11,117 0.22% 0.11% 47 +105,091 145.4% Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 177,059 11,098 0.25% 0.29% 48 -3,923 -2.17% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 175,500 11,000 0.01% — 49 +175,500 New Q1 2026 May 15, 2026
Destiny Wealth Partners, LLC History Added to 170,016 10,656 1.17% 1.37% 50 +4,503 2.72% Q1 2026 May 11, 2026
APPLETON PARTNERS INC/MA History Added to 163,495 10,248 0.71% 0.76% 51 +1,006 0.62% Q1 2026 Apr 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 162,282 10,171 0.01% 0.01% 52 -74,537 -31.47% Q1 2026 May 08, 2026
Mutual Advisors, LLC History Added to 158,614 9,941 0.21% 0.24% 53 +3,807 2.46% Q1 2026 May 01, 2026
Ashton Thomas Private Wealth, LLC History Added to 157,780 9,889 0.23% 0.27% 54 +731 0.47% Q1 2026 May 11, 2026
Key Client Fiduciary Advisors, LLC History New 152,412 9,553 3.25% — 55 +152,412 New Q1 2026 Apr 09, 2026
Arkadios Wealth Advisors History Reduced 146,207 9,164 0.15% 0.21% 56 -5,759 -3.79% Q1 2026 May 18, 2026
Merit Financial Group, LLC History Added to 135,776 8,510 0.06% 0.08% 57 +2,793 2.1% Q1 2026 Apr 15, 2026
Independent Advisor Alliance History Added to 135,261 8,478 0.09% 0.07% 58 +95,513 240.3% Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History Reduced 133,216 8,349 0.05% 0.08% 59 -56,515 -29.79% Q1 2026 May 05, 2026
Sanctuary Advisors, LLC History Added to 131,413 8,236 0.04% 0.05% 60 +1,231 0.95% Q1 2026 May 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 131,216 8,224 0.56% 0.61% 61 +6,439 5.16% Q1 2026 Apr 21, 2026
PETERSON WEALTH MANAGEMENT History New 131,061 8,214 4.76% — 62 +131,061 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 129,774 8,134 0.01% 0.01% 63 +37,308 40.35% Q1 2026 May 13, 2026
Kiker Wealth Management, LLC History New 129,012 8,086 3.86% — 64 +129,012 New Q1 2026 May 06, 2026
Prospera Financial Services Inc History Added to 124,670 7,822 0.13% 0.14% 65 +4,979 4.16% Q1 2026 Apr 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 122,508 7,678 0.04% 0.05% 66 -8,101 -6.2% Q1 2026 May 08, 2026
PTM WEALTH MANAGEMENT, LLC History New 118,989 7,634 4.05% — 67 +118,989 New Q1 2026 Apr 08, 2026
SCOTIA CAPITAL INC. History Added to 121,601 7,621 0.03% 0.01% 68 +85,705 238.76% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History Added to 120,249 7,537 0.03% 0.03% 69 +7,121 6.29% Q1 2026 May 13, 2026
Plotkin Financial Advisors, LLC History Added to 119,904 7,515 3.77% 4.13% 70 +1,545 1.31% Q1 2026 May 11, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 117,991 7,395 0.65% 0.55% 71 +26,465 28.92% Q1 2026 Apr 15, 2026
Dunhill Financial, LLC History Added to 117,655 7,374 1.74% 1.82% 72 +14,426 13.97% Q1 2026 May 06, 2026
Pine Valley Investments Ltd Liability Co History No change 102,549 7,327 0.34% 0.34% 73 0 0.0% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 113,433 7,109 0.0% 0.0% 74 +63,167 125.67% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 107,192 6,880 0.01% 0.01% 75 -42,286 -28.29% Q1 2026 Apr 08, 2026
Baird Financial Group, Inc. History Reduced 106,226 6,658 0.01% 0.01% 76 -6,872 -6.08% Q1 2026 May 14, 2026
Maniro Ltd History New 104,780 6,567 1.99% — 77 +104,780 New Q1 2026 May 15, 2026
Hobart Private Capital, LLC History Added to 104,671 6,560 1.29% 1.43% 78 +2,145 2.09% Q1 2026 Apr 07, 2026
Creative Planning History Reduced 104,180 6,530 0.0% 0.01% 79 -903 -0.86% Q1 2026 May 12, 2026
IAM Advisory, LLC History Reduced 102,844 6,446 1.44% 1.65% 80 -1,268 -1.22% Q1 2026 Apr 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 100,698 6,310 0.01% 0.01% 81 +5,996 6.33% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 99,624 6,244 0.0% 0.0% 82 -3,601 -3.49% Q1 2026 May 13, 2026
Rooted Wealth Advisors, Inc. History Added to 92,840 6,224 1.64% 1.64% 83 +5,144 5.87% Q1 2026 Apr 21, 2026
HRT FINANCIAL LP History New 98,748 6,189 0.02% — 84 +98,748 New Q1 2026 May 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 97,806 6,130 0.21% 0.17% 85 -3,645 -3.59% Q1 2026 Apr 23, 2026
Frisch Financial Group, Inc. History Added to 94,855 5,945 1.24% 1.48% 86 +2,605 2.82% Q1 2026 May 05, 2026
NTV ASSET MANAGEMENT LLC History Reduced 94,809 5,942 0.65% 0.74% 87 -2,419 -2.49% Q1 2026 Apr 28, 2026
CIBC WORLD MARKET INC. History Reduced 93,851 5,882 0.01% 0.01% 88 -1,330 -1.4% Q1 2026 May 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 91,656 5,744 0.14% 0.16% 89 +1,959 2.18% Q1 2026 Apr 29, 2026
COMERICA BANK History No change 79,712 5,695 0.02% 0.02% 90 0 0.0% Q4 2025 Jan 29, 2026
Beacon Pointe Advisors, LLC History Reduced 90,829 5,693 0.03% 0.08% 91 -59,337 -39.51% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 88,895 5,571 0.07% 0.08% 92 -1,974 -2.17% Q1 2026 Apr 28, 2026
Gateway Wealth Partners, LLC History Added to 87,929 5,511 0.21% 0.34% 93 +44,871 104.21% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Reduced 87,774 5,501 0.04% 0.06% 94 -17,816 -16.87% Q1 2026 May 15, 2026
O'Connor Financial Group LLC History Added to 86,640 5,430 2.22% 2.36% 95 +3,059 3.66% Q1 2026 Apr 23, 2026
Integrated Wealth Concepts LLC History Added to 86,338 5,411 0.04% 0.05% 96 +27,223 46.05% Q1 2026 May 15, 2026
Phoenix Financial Ltd. History Reduced 81,875 5,393 0.05% 0.08% 97 -46,928 -36.43% Q1 2026 May 11, 2026
Jaffetilchin Investment Partners, LLC History Added to 85,861 5,381 0.32% 0.33% 98 +7,258 9.23% Q1 2026 May 13, 2026
CX Institutional History Added to 85,744 5,374 0.16% 0.02% 99 +75,500 737.02% Q1 2026 Apr 06, 2026
OPPENHEIMER & CO INC History Reduced 85,469 5,357 0.07% 0.13% 100 -37,784 -30.66% Q1 2026 Apr 23, 2026
Concorde Asset Management, LLC History No change 74,410 5,316 2.13% 2.13% 101 0 0.0% Q4 2025 Feb 13, 2026
FAGAN ASSOCIATES, INC. History Added to 81,175 5,088 0.71% 0.2% 102 +59,805 279.85% Q1 2026 May 04, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 80,630 5,053 0.13% 0.17% 103 -8,790 -9.83% Q1 2026 Apr 07, 2026
StoneCrest Wealth Management, Inc. History Added to 79,013 4,952 2.09% 2.25% 104 +1,141 1.47% Q1 2026 Apr 08, 2026
BLAIR WILLIAM & CO/IL History Added to 78,663 4,930 0.01% 0.01% 105 +2,261 2.96% Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History Reduced 78,018 4,921 0.01% 0.04% 106 -22,405 -22.31% Q1 2026 May 12, 2026
Sigma Planning Corp History Reduced 76,980 4,825 0.13% 0.21% 107 -30,617 -28.46% Q1 2026 May 04, 2026
Cresset Asset Management, LLC History Added to 75,797 4,750 0.02% 0.01% 108 +27,474 56.85% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 75,037 4,704 0.05% 0.07% 109 -14,254 -15.96% Q1 2026 May 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 74,503 4,669 1.18% 1.39% 110 +4,564 6.53% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 74,402 4,663 0.0% 0.0% 111 +34,609 86.97% Q1 2026 May 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 74,256 4,654 0.07% 0.07% 112 +13,725 22.67% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 73,492 4,606 0.07% 0.11% 113 -271 -0.37% Q1 2026 May 15, 2026
ABLE Financial Group, LLC History New 73,242 4,590 0.9% — 114 +73,242 New Q1 2026 Apr 20, 2026
Stratos Wealth Partners, LTD. History Reduced 72,820 4,564 0.05% 0.07% 115 -15,016 -17.1% Q1 2026 Apr 28, 2026
Qube Research & Technologies Ltd History Reduced 72,685 4,555 0.01% 0.01% 116 -13,169 -15.34% Q1 2026 May 15, 2026
Laurel Wealth Advisors LLC History Added to 60,227 4,536 0.45% 0.56% 117 +885 1.49% Q1 2026 May 12, 2026
Prime Capital Investment Advisors, LLC History Added to 72,347 4,534 0.05% 0.06% 118 +2,098 2.99% Q1 2026 May 08, 2026
WealthCare Investment Partners, LLC History Reduced 70,960 4,496 1.25% 1.51% 119 -2,267 -3.1% Q1 2026 Apr 08, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 70,516 4,419 0.01% 0.01% 120 +2,124 3.11% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Added to 70,413 4,413 0.13% 0.14% 121 +3,427 5.12% Q1 2026 Apr 21, 2026
Granite Investment Partners, LLC History Reduced 70,045 4,390 0.27% 0.3% 122 -1,100 -1.55% Q1 2026 Apr 30, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 67,894 4,255 0.97% 1.14% 123 +851 1.27% Q1 2026 May 15, 2026
Gaddis Premier Wealth Advisors LLC History Added to 67,667 4,241 3.13% 3.47% 124 +3,693 5.77% Q1 2026 May 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 66,430 4,163 0.2% 0.24% 125 -4,037 -5.73% Q1 2026 Apr 28, 2026
NEVILLE RODIE & SHAW INC History Reduced 66,365 4,160 0.3% 0.36% 126 -4,410 -6.23% Q1 2026 Apr 01, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 65,967 4,134 0.08% 0.1% 127 -9,812 -12.95% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 65,260 4,090 0.01% 0.0% 128 +64,061 5342.87% Q1 2026 May 01, 2026
Concentrum Wealth Management History Reduced 64,368 4,034 1.19% 1.29% 129 -334 -0.52% Q1 2026 May 04, 2026
Grey Ledge Advisors, LLC History Added to 63,068 3,953 0.89% 0.99% 130 +2,022 3.31% Q1 2026 Apr 20, 2026
JANE STREET GROUP, LLC History Added to 61,057 3,827 0.0% 0.0% 131 +46,357 315.35% Q1 2026 May 12, 2026
Moss Adams Wealth Advisors LLC History New 60,917 3,818 0.28% — 132 +60,917 New Q1 2026 Apr 23, 2026
PACIFIC SUN FINANCIAL CORP History Added to 60,646 3,801 1.84% 2.01% 133 +2,190 3.75% Q1 2026 May 07, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 60,346 3,782 0.04% 0.01% 134 +43,960 268.28% Q1 2026 Apr 29, 2026
Warner Group LLC History Reduced 60,086 3,766 2.46% 2.91% 135 -6,017 -9.1% Q1 2026 Apr 29, 2026
ASSETMARK, INC History Added to 59,706 3,742 0.01% 0.01% 136 +11,027 22.65% Q1 2026 May 06, 2026
Private Wealth Asset Management, LLC History Added to 59,596 3,735 0.4% 0.33% 137 +16,918 39.64% Q1 2026 May 06, 2026
IHT Wealth Management, LLC History Added to 58,900 3,691 0.09% 0.09% 138 +7,192 13.91% Q1 2026 May 15, 2026
Wealthfront Advisers LLC History Added to 58,725 3,680 0.01% 0.01% 139 +5,877 11.12% Q1 2026 May 05, 2026
Moors & Cabot, Inc. History Added to 58,131 3,643 0.16% 0.16% 140 +5,267 9.96% Q1 2026 May 08, 2026
Mainsail Financial Group, LLC History Added to 57,328 3,593 1.5% 1.42% 141 +9,671 20.29% Q1 2026 Apr 15, 2026
CASCADE INVESTMENT GROUP, INC. History Reduced 56,880 3,565 2.35% 2.82% 142 -2,228 -3.77% Q1 2026 May 13, 2026
Arax Advisory Partners History Added to 56,635 3,549 0.1% 0.11% 143 +3,513 6.61% Q1 2026 May 13, 2026
SIMON QUICK ADVISORS, LLC History Added to 56,526 3,543 0.16% 0.14% 144 +10,407 22.57% Q1 2026 May 06, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 56,327 3,530 0.79% 0.87% 145 -785 -1.37% Q1 2026 Apr 23, 2026
Cerity Partners LLC History Added to 55,142 3,456 0.0% 0.0% 146 +28,714 108.65% Q1 2026 May 15, 2026
Proactive Wealth Strategies LLC History Added to 54,409 3,410 0.64% 0.81% 147 +25,955 91.22% Q1 2026 Apr 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 54,268 3,401 0.18% 0.2% 148 +1,896 3.62% Q1 2026 Apr 15, 2026
High Point Wealth Management, LLC History Reduced 53,790 3,371 3.25% 3.78% 149 -2,501 -4.44% Q1 2026 Apr 08, 2026
McCollum Christoferson Group LLC History New 53,390 3,346 1.01% — 150 +53,390 New Q1 2026 Apr 10, 2026
SFI Advisors, LLC History Reduced 53,320 3,342 3.51% 3.84% 151 -30,506 -36.39% Q1 2026 May 05, 2026
Moran Wealth Management, LLC History Added to 53,201 3,334 0.1% 0.08% 152 +17,648 49.64% Q1 2026 Apr 27, 2026
PCG Wealth Advisors, LLC History Added to 52,630 3,298 0.83% 1.03% 153 +1,803 3.55% Q1 2026 Apr 28, 2026
Vivid Wealth Management, LLC History Added to 52,406 3,284 1.33% 1.38% 154 +2,791 5.63% Q1 2026 Apr 27, 2026
VestGen Advisors, LLC History Added to 42,973 3,216 0.09% 0.11% 155 +6,717 18.53% Q1 2026 May 14, 2026
WESPAC Advisors SoCal, LLC History Reduced 51,076 3,201 0.68% 1.25% 156 -35,430 -40.96% Q1 2026 Apr 15, 2026
Rathbones Group PLC History Added to 51,024 3,198 0.01% 0.01% 157 +654 1.3% Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History Added to 50,297 3,152 0.04% 0.04% 158 +7,967 18.82% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History Added to 49,024 3,072 0.19% 0.21% 159 +4,532 10.19% Q1 2026 May 15, 2026
EFG International AG History Reduced 48,665 3,050 0.07% 0.18% 160 -84,550 -63.47% Q1 2026 May 15, 2026
FLOYD FINANCIAL GROUP LLC History Added to 46,513 3,001 2.0% 2.0% 161 +249 0.54% Q1 2026 Apr 24, 2026
Triumph Capital Management History Added to 46,860 2,937 0.6% 0.7% 162 +1,390 3.06% Q1 2026 May 13, 2026
LeConte Wealth Management, LLC History Reduced 46,752 2,930 1.89% 2.22% 163 -719 -1.51% Q1 2026 May 12, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 46,480 2,913 0.76% 0.9% 164 -356 -0.76% Q1 2026 Apr 10, 2026
EPG Wealth Management LLC History Added to 46,342 2,904 0.79% 0.85% 165 +2,042 4.61% Q1 2026 May 07, 2026
Bogart Wealth, LLC History Added to 46,106 2,889 0.11% 0.12% 166 +4,765 11.53% Q1 2026 Apr 28, 2026
Concurrent Investment Advisors, LLC History Reduced 45,399 2,845 0.03% 0.04% 167 -9,547 -17.38% Q1 2026 Apr 20, 2026
Gladstone Institutional Advisory LLC History Reduced 45,113 2,827 0.1% 0.13% 168 -1,309 -2.82% Q1 2026 May 14, 2026
SFMG, LLC History Added to 45,090 2,826 0.19% 0.2% 169 +3,125 7.45% Q1 2026 May 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 44,491 2,788 0.34% 0.38% 170 -126 -0.28% Q1 2026 May 05, 2026
Ameritas Advisory Services, LLC History Reduced 44,113 2,764 0.11% 0.12% 171 -1,013 -2.24% Q1 2026 May 12, 2026
Sandbox Financial Partners, LLC History Reduced 44,073 2,762 0.78% 0.98% 172 -5,304 -10.74% Q1 2026 Apr 08, 2026
SageGuard Financial Group, LLC History Added to 43,852 2,748 0.43% 0.15% 174 +30,292 223.39% Q1 2026 Apr 23, 2026
Abbot Financial Management, Inc. History Added to 43,845 2,748 1.15% 1.3% 173 +70 0.16% Q1 2026 May 13, 2026
BIP Wealth, LLC History Added to 43,795 2,745 0.11% 0.11% 175 +61 0.14% Q1 2026 Apr 27, 2026
Snowden Capital Advisors LLC History Added to 42,612 2,670 0.07% 0.07% 176 +3,682 9.46% Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Reduced 42,272 2,649 0.2% 0.37% 177 -27,457 -39.38% Q1 2026 Apr 14, 2026
Pinnacle Financial Partners, Inc. History Added to 41,970 2,632 0.02% 0.01% 178 +15,104 56.22% Q1 2026 May 14, 2026
Bison Wealth, LLC History Added to 34,224 2,595 0.25% 0.22% 179 +3,356 10.87% Q1 2026 May 15, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 40,824 2,558 0.88% 0.99% 180 -1,870 -4.38% Q1 2026 May 15, 2026
LFA - Lugano Financial Advisors SA History Added to 40,680 2,549 1.3% 1.36% 181 +3,753 10.16% Q1 2026 May 05, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 40,625 2,546 1.52% 1.72% 182 +5,353 15.18% Q1 2026 May 14, 2026
Spectrum Wealth Advisory Group, LLC History Reduced 39,303 2,463 0.92% 1.06% 183 -1,228 -3.03% Q1 2026 May 06, 2026
Williams Jones Wealth Management, LLC. History Reduced 38,295 2,400 0.03% 0.04% 184 -9,710 -20.23% Q1 2026 May 05, 2026
Coastal Bridge Advisors, LLC History Added to 37,820 2,370 0.17% 0.15% 185 +8,820 30.41% Q1 2026 May 14, 2026
Capital Investment Advisory Services, LLC History Added to 37,590 2,356 0.17% 0.17% 186 +3,105 9.0% Q1 2026 May 05, 2026
Sherman Asset Management, Inc. History Added to 37,334 2,340 2.15% 2.24% 187 +314 0.85% Q1 2026 May 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 32,939 2,334 1.24% 1.18% 188 -1,815 -5.22% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Reduced 37,094 2,325 0.05% 0.07% 189 -892 -2.35% Q1 2026 May 04, 2026
RFG Advisory, LLC History Added to 37,080 2,324 0.04% 0.04% 190 +6,513 21.31% Q1 2026 Apr 17, 2026
Robertson Stephens Wealth Management, LLC History Reduced 36,776 2,305 0.06% 0.14% 191 -38,475 -51.13% Q1 2026 Apr 28, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 36,577 2,292 0.47% 0.52% 192 +400 1.11% Q1 2026 Apr 21, 2026
Investment Advisory Services Group LLC History Added to 36,170 2,267 1.97% 2.06% 193 +3,619 11.12% Q1 2026 Apr 28, 2026
Summit Financial, LLC History Reduced 35,665 2,235 0.03% 0.04% 194 -4,407 -11.0% Q1 2026 May 15, 2026
FMR LLC History Added to 35,521 2,226 0.0% 0.0% 195 +702 2.02% Q1 2026 May 15, 2026
SHP Wealth Management History Added to 35,305 2,212 0.17% 0.16% 196 +6,783 23.78% Q1 2026 May 08, 2026
Main Street Financial Solutions, LLC History No change 30,958 2,211 0.17% 0.17% 197 0 0.0% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 35,204 2,206 0.01% 0.01% 198 +5,687 19.27% Q1 2026 May 13, 2026
CONDOR CAPITAL MANAGEMENT History Added to 34,752 2,178 0.18% 0.13% 199 +12,131 53.63% Q1 2026 May 11, 2026
Ethos Financial Group, LLC History Added to 34,597 2,168 0.16% 0.14% 200 +7,970 29.93% Q1 2026 May 05, 2026
Clearstead Advisors, LLC History Added to 34,551 2,165 0.02% 0.0% 201 +33,114 2304.38% Q1 2026 May 06, 2026
Golden State Wealth Management, LLC History Added to 34,314 2,150 0.24% 0.1% 202 +20,451 147.52% Q1 2026 Apr 28, 2026
Wealthcare Advisory Partners LLC History Reduced 34,164 2,141 0.04% 0.05% 203 -1,243 -3.51% Q1 2026 Apr 14, 2026
Focus Partners Wealth History Reduced 33,776 2,117 0.0% 0.0% 204 -211 -0.62% Q1 2026 May 14, 2026
Apollon Wealth Management, LLC History Added to 33,344 2,090 0.03% 0.02% 205 +20,220 154.07% Q1 2026 Apr 22, 2026
Parallel Advisors, LLC History Added to 33,306 2,087 0.04% 0.04% 206 +1,256 3.92% Q1 2026 May 07, 2026
SMITH, MOORE & CO. History Added to 33,265 2,085 0.15% 0.16% 207 +2,857 9.4% Q1 2026 May 05, 2026
Apollon Financial, LLC History Reduced 33,132 2,076 0.29% 0.42% 208 -7,794 -19.04% Q1 2026 Apr 22, 2026
Sage Capital Management, LLC History Added to 32,804 2,056 0.97% 1.08% 209 +44 0.13% Q1 2026 Apr 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 32,179 2,032 0.14% 0.15% 210 +1,203 3.88% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 32,041 2,023 0.02% 0.02% 211 +1,252 4.07% Q1 2026 Apr 07, 2026
HBK Sorce Advisory LLC History Reduced 26,767 2,016 0.04% 0.04% 212 -100 -0.37% Q1 2026 May 11, 2026
FLAGSTAR ADVISORS INC History Added to 32,032 2,007 0.73% 0.66% 213 +4,366 15.78% Q1 2026 May 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 31,713 1,987 0.06% 0.06% 214 +5,341 20.25% Q1 2026 May 11, 2026
OneDigital Investment Advisors LLC History Added to 31,602 1,980 0.02% 0.02% 215 +4,553 16.83% Q1 2026 May 08, 2026
Forefront Wealth Partners, LLC History Reduced 31,487 1,973 0.83% 1.34% 216 -8,148 -20.56% Q1 2026 Apr 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 31,300 1,961 0.0% 0.0% 217 -3,000 -8.75% Q1 2026 May 14, 2026
Wealth Watch Advisors, INC History Added to 30,990 1,942 0.81% 0.79% 218 +1,121 3.75% Q1 2026 May 15, 2026
StoneX Group Inc. History Added to 30,948 1,936 0.1% 0.08% 219 +3,892 14.38% Q1 2026 May 14, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 30,909 1,933 0.02% 0.02% 220 -8,270 -21.11% Q1 2026 May 14, 2026
Ironsides Asset Advisors, LLC History Added to 30,432 1,907 0.48% 0.5% 221 +3,089 11.3% Q1 2026 May 11, 2026
Genesis Financial Group, LLC History Added to 30,257 1,896 1.2% 1.25% 222 +217 0.72% Q1 2026 May 18, 2026
GOLDMAN SACHS GROUP INC History Added to 30,158 1,890 0.0% 0.0% 223 +3,139 11.62% Q1 2026 May 15, 2026
FULTON BANK, N.A. History Reduced 30,119 1,887 0.07% 0.08% 224 -852 -2.75% Q1 2026 Apr 24, 2026
Advantage Trust Co History Reduced 29,774 1,866 0.84% 0.96% 225 -4 -0.01% Q1 2026 May 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 29,508 1,849 0.98% 1.2% 226 -590 -1.96% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 39,414 1,826 0.0% 0.0% 227 +89 0.23% Q1 2026 May 15, 2026
Bravera Wealth History Added to 29,078 1,822 0.82% 0.88% 229 +4,487 18.25% Q1 2026 Apr 22, 2026
Purus Wealth Management, LLC History Added to 29,069 1,822 0.58% 0.65% 228 +103 0.36% Q1 2026 Apr 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 29,000 1,817 0.06% 0.09% 230 -9,152 -23.99% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 28,590 1,792 0.0% 0.0% 231 +17,056 147.88% Q1 2026 Apr 16, 2026
WCG Wealth Advisors LLC History Reduced 28,409 1,780 0.05% 0.09% 233 -17,504 -38.12% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History Reduced 28,400 1,780 0.01% 0.01% 232 -3,250 -10.27% Q1 2026 May 08, 2026
Sage Mountain Advisors LLC History Reduced 28,312 1,774 0.12% 0.12% 234 -3,200 -10.15% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 28,285 1,772 0.04% 0.05% 235 +202 0.72% Q1 2026 Apr 13, 2026
Crescent Grove Advisors, LLC History Reduced 28,071 1,759 0.17% 0.22% 236 -4,887 -14.83% Q1 2026 May 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 27,969 1,753 0.29% 0.32% 237 +1,066 3.96% Q1 2026 Apr 21, 2026
SCS Capital Management LLC History Reduced 27,494 1,723 0.02% 0.02% 238 -1,712 -5.86% Q1 2026 May 11, 2026
SeaCrest Wealth Management, LLC History Reduced 26,937 1,688 0.18% 0.21% 239 -1,824 -6.34% Q1 2026 Apr 15, 2026
Belpointe Asset Management LLC History Reduced 26,904 1,686 0.06% 0.07% 240 -906 -3.26% Q1 2026 Apr 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 26,756 1,677 0.0% 0.0% 241 +9,886 58.6% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Added to 26,308 1,648 0.13% 0.14% 242 +2,846 12.13% Q1 2026 Apr 22, 2026
Callan Family Office, LLC History Added to 26,229 1,644 0.04% 0.04% 243 +1,729 7.06% Q1 2026 May 13, 2026
Merkkuri Wealth Advisors LLC History Added to 26,188 1,641 1.09% 1.22% 244 +1,041 4.14% Q1 2026 Apr 21, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 25,800 1,617 0.01% 0.01% 245 -300 -1.15% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Added to 211,764 1,583 0.07% 0.05% 246 +9,037 4.46% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 25,211 1,580 0.0% 0.0% 247 +2,927 13.13% Q1 2026 May 01, 2026
Anson Capital, Inc. History Added to 25,162 1,577 1.08% 1.07% 248 +4,657 22.71% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 24,999 1,566 0.02% 0.03% 249 -4,079 -14.03% Q1 2026 May 01, 2026
Sovran Advisors, LLC History Reduced 23,067 1,555 0.12% 0.17% 250 -4,463 -16.21% Q1 2026 May 01, 2026
PFG Investments, LLC History Added to 24,799 1,554 0.07% 0.08% 251 +824 3.44% Q1 2026 Apr 27, 2026
BANK HAPOALIM BM History Reduced 24,685 1,547 0.24% 1.34% 252 -190,915 -88.55% Q1 2026 May 04, 2026
Gotham Asset Management, LLC History Added to 24,248 1,519 0.0% 0.01% 253 +463 1.95% Q1 2026 May 15, 2026
Melone Private Wealth, LLC History Added to 24,153 1,513 0.62% 0.73% 254 +22 0.09% Q1 2026 Apr 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 23,825 1,493 0.03% 0.03% 255 +3,094 14.92% Q1 2026 Apr 15, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 23,597 1,479 0.1% 0.11% 256 -154 -0.65% Q1 2026 Apr 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 23,401 1,466 0.02% 0.02% 257 +7,738 49.4% Q1 2026 Apr 21, 2026
Prosperity Consulting Group, LLC History Added to 22,618 1,417 0.06% 0.07% 258 +192 0.86% Q1 2026 May 05, 2026
Sowell Financial Services LLC History Reduced 22,392 1,403 0.05% 0.07% 259 -2,783 -11.05% Q1 2026 Apr 20, 2026
Goldstone Financial Group, LLC History Reduced 22,246 1,394 0.15% 0.18% 260 -734 -3.19% Q1 2026 Apr 24, 2026
DAVENPORT & Co LLC History Added to 21,685 1,359 0.01% 0.01% 261 +1,938 9.81% Q1 2026 Apr 15, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 21,673 1,358 0.18% 0.26% 262 -4,226 -16.32% Q1 2026 Apr 15, 2026
NewEdge Wealth, LLC History Reduced 21,639 1,356 0.02% 0.02% 263 -1,278 -5.58% Q1 2026 May 13, 2026
Magnus Financial Group LLC History Added to 21,307 1,335 0.11% 0.11% 264 +412 1.97% Q1 2026 Apr 10, 2026
Dynamic Advisor Solutions LLC History Added to 21,297 1,334 0.04% 0.05% 265 +1,323 6.62% Q1 2026 Apr 08, 2026
O'ROURKE & COMPANY, Inc History Reduced 20,652 1,294 0.51% 0.58% 266 -395 -1.88% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 18,079 1,291 0.02% 0.02% 267 0 0.0% Q4 2025 Feb 06, 2026
Kropog Financial Group, LLC History Added to 20,445 1,281 1.04% 1.12% 268 +215 1.06% Q1 2026 Apr 24, 2026
TPG Advisors LLC History Added to 20,237 1,268 0.79% 0.86% 269 +853 4.4% Q1 2026 Apr 22, 2026
Western Wealth Management, LLC History Added to 20,093 1,259 0.05% 0.06% 270 +464 2.36% Q1 2026 May 19, 2026
Midwest Financial Group LLC History Added to 19,894 1,246 0.53% 0.58% 272 +1,376 7.43% Q1 2026 Apr 22, 2026
Mayflower Financial Advisors, LLC History Reduced 19,882 1,246 0.15% 0.17% 271 -135 -0.67% Q1 2026 Apr 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 19,739 1,237 0.02% 0.05% 273 -18,761 -48.73% Q1 2026 May 11, 2026
FLOW TRADERS U.S. LLC History Reduced 19,614 1,229 0.04% 0.08% 274 -16,311 -45.4% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 19,474 1,220 0.05% 0.06% 275 +1,190 6.51% Q1 2026 Apr 28, 2026
Essex Financial Services, Inc. History Reduced 19,354 1,213 0.07% 0.11% 276 -7,687 -28.43% Q1 2026 Apr 24, 2026
Valtrion Capital Management, LLC History Added to 19,315 1,210 1.14% 1.28% 277 +1,363 7.59% Q1 2026 May 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 19,275 1,208 0.03% 0.03% 278 +3,076 18.99% Q1 2026 Apr 28, 2026
Cornerstone Wealth Management, LLC History Added to 19,105 1,197 0.06% 0.07% 279 +1,392 7.86% Q1 2026 Apr 23, 2026
Clarius Group, LLC History No change 16,581 1,184 0.07% 0.07% 280 0 0.0% Q4 2025 Jan 14, 2026
Aster Capital Management (DIFC) Ltd History New 18,653 1,175 0.38% — 281 +18,653 New Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 18,652 1,169 0.0% 0.0% 282 +3,860 26.1% Q1 2026 May 14, 2026
Macro Advisors, Inc. History New 18,584 1,164 0.48% — 283 +18,584 New Q1 2026 May 14, 2026
Jacobi Capital Management LLC History Added to 18,388 1,152 0.06% 0.07% 284 +2,001 12.21% Q1 2026 May 13, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 18,192 1,140 0.1% 0.05% 285 +9,190 102.09% Q1 2026 Apr 30, 2026
One Capital Management, LLC History Added to 18,129 1,136 0.03% 0.04% 286 +315 1.77% Q1 2026 May 12, 2026
TD Capital Management LLC History Added to 18,040 1,130 0.1% 0.11% 287 +496 2.83% Q1 2026 May 11, 2026
Advisory Services Network, LLC History Reduced 17,940 1,124 0.01% 0.02% 288 -1,239 -6.46% Q1 2026 May 15, 2026
Prosperity Financial Group, Inc. History Reduced 17,726 1,111 0.41% 1.04% 289 -22,784 -56.24% Q1 2026 May 13, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 17,693 1,108 0.4% 0.43% 290 +1,672 10.44% Q1 2026 May 14, 2026
Ignite Planners, LLC History Reduced 17,628 1,105 0.17% 0.19% 291 -115 -0.65% Q1 2026 Apr 17, 2026
Solutions 4 Wealth, Ltd History Added to 17,521 1,098 1.65% 0.93% 292 +8,861 102.32% Q1 2026 May 05, 2026
Crown Wealth Group, LLC History Reduced 17,289 1,083 0.32% 0.68% 293 -16,799 -49.28% Q1 2026 Apr 21, 2026
OneAscent Financial Services LLC History Added to 17,277 1,082 0.06% 0.11% 294 +705 4.25% Q1 2026 Apr 21, 2026
Y-Intercept (Hong Kong) Ltd History Added to 17,154 1,075 0.02% 0.01% 295 +11,503 203.56% Q1 2026 Apr 27, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 17,031 1,067 0.64% 0.75% 296 -186 -1.08% Q1 2026 Apr 21, 2026
Koshinski Asset Management, Inc. History Added to 16,638 1,042 0.06% 0.07% 297 +1,584 10.52% Q1 2026 Apr 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 16,408 1,028 0.0% 0.0% 298 +10,365 171.52% Q1 2026 May 15, 2026
Ayalon Insurance Comp Ltd. History New 16,350 1,025 0.21% — 299 +16,350 New Q1 2026 Apr 13, 2026
HB Wealth Management, LLC History Reduced 16,097 1,008 0.01% 0.01% 300 -6,580 -29.02% Q1 2026 Apr 27, 2026
Ellis Investment Partners, LLC History Added to 16,060 1,006 0.17% 0.2% 301 +67 0.42% Q1 2026 May 12, 2026
Emerald Advisors, LLC History Reduced 15,894 996 0.12% 0.17% 302 -1,923 -10.79% Q1 2026 Apr 23, 2026
Wisconsin Wealth Advisors, LLC History Added to 15,886 995 0.98% 1.06% 303 +801 5.31% Q1 2026 Apr 07, 2026
PKS Advisory Services, LLC History Added to 15,867 994 0.23% 0.24% 304 +1,106 7.49% Q1 2026 May 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 15,589 977 0.49% 0.5% 305 +813 5.5% Q1 2026 May 07, 2026
COMMERCE BANK History Added to 15,570 975 0.0% 0.0% 306 +8,271 113.32% Q1 2026 May 11, 2026
Visionary Wealth Advisors History Added to 15,493 971 0.04% 0.03% 307 +6,995 82.31% Q1 2026 May 13, 2026
Garden State Investment Advisory Services LLC History Added to 15,350 962 0.21% 0.24% 308 +71 0.46% Q1 2026 May 13, 2026
WealthBridge Capital Management, LLC History Reduced 15,339 961 0.22% 0.26% 309 -924 -5.68% Q1 2026 Apr 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 15,305 959 0.08% 0.09% 310 -779 -4.84% Q1 2026 Apr 23, 2026
Pitcairn Wealth Advisors LLC History No change 13,220 944 0.09% 0.08% 311 0 0.0% Q1 2026 May 13, 2026
PFG Advisors History Reduced 15,022 941 0.05% 0.07% 312 -6,180 -29.15% Q1 2026 May 05, 2026
Beacon Financial Advisory LLC History Reduced 14,975 938 0.21% 0.3% 313 -3,040 -16.87% Q1 2026 Apr 27, 2026
NATIXIS ADVISORS, LLC History Added to 14,930 936 0.0% 0.0% 314 +1,993 15.41% Q1 2026 May 13, 2026
James J. Burns & Company, LLC History Added to 14,840 930 0.13% 0.13% 315 +1,990 15.49% Q1 2026 Apr 17, 2026
Brookstone Capital Management History Added to 14,736 923 0.01% 0.01% 316 +1,544 11.7% Q1 2026 Apr 16, 2026
Avior Wealth Management, LLC History Added to 14,684 920 0.03% 0.03% 317 +483 3.4% Q1 2026 Apr 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 14,633 917 0.1% 0.12% 318 -420 -2.79% Q1 2026 Apr 24, 2026
Richard W. Paul & Associates, LLC History Added to 14,529 910 0.31% 0.33% 319 +420 2.98% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Added to 14,408 903 0.03% 0.04% 320 +151 1.06% Q1 2026 Apr 07, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Reduced 14,115 884 0.41% 0.64% 321 -5,181 -26.85% Q1 2026 May 05, 2026
FSM Wealth Advisors, LLC History Added to 13,937 873 0.11% 0.11% 322 +3,014 27.59% Q1 2026 Apr 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 13,869 869 0.03% 0.03% 323 +697 5.29% Q1 2026 May 11, 2026
CENTAURUS FINANCIAL, INC. History Added to 13,856 868 0.04% 0.04% 324 +589 4.44% Q1 2026 May 18, 2026
Atria Investments, Inc History Added to 13,761 862 0.01% 0.01% 325 +5,203 60.8% Q1 2026 May 05, 2026
Redhawk Wealth Advisors, Inc. History Reduced 13,714 859 0.09% 0.29% 326 -21,947 -61.54% Q1 2026 Apr 15, 2026
Orion Porfolio Solutions, LLC History Reduced 13,638 854 0.01% 0.01% 327 -5,277 -27.9% Q1 2026 May 13, 2026
Lido Advisors, LLC History Reduced 13,566 850 0.0% 0.0% 328 -4,884 -26.47% Q1 2026 May 13, 2026
Keystone Wealth Services, LLC History Added to 13,553 849 0.18% 0.1% 329 +6,579 94.34% Q1 2026 May 13, 2026
Richmond Investment Services, LLC History Reduced 13,236 829 0.13% 0.19% 330 -2,381 -15.25% Q1 2026 Apr 29, 2026
Perigon Wealth Management, LLC History Reduced 13,169 825 0.01% 0.02% 331 -2,154 -14.06% Q1 2026 Apr 10, 2026
RoundAngle Advisors LLC History Added to 13,131 823 0.62% 0.62% 332 +1,262 10.63% Q1 2026 Apr 08, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 13,100 821 0.04% 0.05% 333 0 0.0% Q1 2026 May 15, 2026
Ausdal Financial Partners, Inc. History Added to 13,011 815 0.04% 0.04% 334 +754 6.15% Q1 2026 May 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 12,998 814 0.06% 0.07% 335 -101 -0.77% Q1 2026 May 12, 2026
Signal Advisors Wealth, LLC History New 12,744 798 0.05% — 337 +12,744 New Q1 2026 Apr 17, 2026
GM Advisory Group, LLC History Added to 12,735 798 0.03% 0.03% 336 +1,021 8.72% Q1 2026 Apr 28, 2026
HighPoint Advisor Group LLC History New 12,663 793 0.03% — 338 +12,663 New Q1 2026 May 14, 2026
PMG Wealth Management, Inc. History Reduced 12,646 792 0.57% 0.81% 339 -2,822 -18.24% Q1 2026 Apr 17, 2026
Beaumont Asset Management, L.L.C. History Added to 12,569 787 0.35% 0.43% 340 +424 3.49% Q1 2026 Apr 21, 2026
Curran Financial Partners, LLC History Added to 12,413 778 0.14% 0.13% 341 +2,805 29.19% Q1 2026 Apr 15, 2026
Aurora Private Wealth, Inc. History Reduced 11,202 773 0.55% 0.6% 342 -1,592 -12.44% Q1 2026 Apr 16, 2026
River Street Advisors LLC History Added to 12,336 773 0.26% 0.3% 343 +1,032 9.13% Q1 2026 Apr 21, 2026
Koa Wealth Management, LLC History Reduced 12,317 772 0.56% 0.62% 344 -312 -2.47% Q1 2026 Apr 29, 2026
CreativeOne Wealth, LLC History Added to 12,224 766 0.02% 0.01% 345 +6,201 102.96% Q1 2026 May 15, 2026
Sun Financial Inc History Added to 9,662 757 0.38% 0.34% 347 +1,110 12.98% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History No change 12,080 757 0.02% 0.02% 346 0 0.0% Q1 2026 May 08, 2026
UNIQUE WEALTH, LLC History Added to 12,017 753 0.1% 0.12% 348 +53 0.44% Q1 2026 Apr 21, 2026
Global Financial Private Client, LLC History Added to 11,971 750 0.25% 0.28% 349 +776 6.93% Q1 2026 Apr 20, 2026
Newman Dignan & Sheerar, Inc. History Added to 11,932 747 0.16% 0.09% 350 +5,638 89.58% Q1 2026 Apr 13, 2026
United Advisor Group, LLC History Added to 11,772 737 0.09% 0.09% 351 +1,641 16.2% Q1 2026 Apr 17, 2026
WealthPlan Investment Management, LLC History New 11,726 734 0.04% — 354 +11,726 New Q1 2026 Apr 29, 2026
Harvest Investment Services, LLC History Added to 11,717 734 0.13% 0.15% 352 +617 5.56% Q1 2026 May 14, 2026
Alteri Wealth LLC History Added to 11,721 734 0.24% 0.26% 353 +550 4.92% Q1 2026 May 06, 2026
Caprock Group, LLC History Added to 11,626 728 0.02% 0.02% 355 +67 0.58% Q1 2026 May 11, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 11,536 723 0.62% 0.68% 356 +102 0.89% Q1 2026 Apr 28, 2026
Cornerstone Wealth, LLC/TN History New 10,722 719 0.4% — 357 +10,722 New Q1 2026 May 19, 2026
Fullerton Advisors, LLC History Reduced 11,467 718 0.74% 0.84% 358 -306 -2.6% Q1 2026 Apr 21, 2026
Morey & Quinn Wealth Partners, LLC History Added to 11,431 716 0.51% 0.57% 359 +290 2.6% Q1 2026 Apr 21, 2026
US BANCORP \DE\ History Reduced 11,304 708 0.0% 0.0% 360 -42,258 -78.9% Q1 2026 May 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 11,238 704 0.01% 0.01% 361 +5,602 99.4% Q1 2026 May 11, 2026
Prepared Retirement Institute LLC History Added to 11,200 702 0.35% 0.36% 362 +1,128 11.2% Q1 2026 May 15, 2026
Y.D. More Investments Ltd History Reduced 11,273 701 0.03% 0.08% 365 -12,550 -52.68% Q1 2026 May 04, 2026
American Institute for Advanced Investment Management, LLP History Reduced 11,193 701 0.45% 0.53% 364 -295 -2.57% Q1 2026 Apr 24, 2026
BEAM WEALTH ADVISORS, INC. History Added to 11,199 701 0.17% 0.22% 363 +6 0.05% Q1 2026 Apr 29, 2026
Mirador Capital Partners LP History Reduced 10,895 682 0.1% 0.11% 366 -157 -1.42% Q1 2026 Apr 08, 2026
Altus Wealth Group LLC History Added to 10,875 681 0.28% 0.28% 367 +1,108 11.34% Q1 2026 Apr 27, 2026
Chicago Partners Investment Group LLC History Reduced 9,775 673 0.02% 0.02% 368 -4,460 -31.33% Q1 2026 May 04, 2026
PEAK6 LLC History Added to 10,700 670 0.0% 0.0% 369 +2,300 27.38% Q1 2026 May 13, 2026
FineMark National Bank & Trust History No change 9,348 667 0.02% 0.02% 370 0 0.0% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History New 10,579 663 0.01% — 371 +10,579 New Q1 2026 Apr 21, 2026
YANKCOM Partnership History No change 10,490 657 0.27% 0.32% 372 0 0.0% Q1 2026 Apr 20, 2026
Medallion Wealth Advisors, LLC History Reduced 10,428 654 0.21% 0.25% 373 -25 -0.24% Q1 2026 Apr 24, 2026
Paragon Private Wealth Management, LLC History Added to 10,425 653 0.2% 0.21% 374 +745 7.7% Q1 2026 May 19, 2026
World Investment Advisors History Reduced 10,277 644 0.01% 0.01% 375 -559 -5.16% Q1 2026 Apr 27, 2026
DeDora Capital, Inc. History Added to 10,257 642 0.16% 0.17% 376 +23 0.22% Q1 2026 Apr 27, 2026
Symphony Financial, Ltd. Co. History Added to 10,092 632 0.08% 0.09% 377 +329 3.37% Q1 2026 Apr 30, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Added to 10,001 631 0.27% 0.31% 378 +181 1.84% Q1 2026 Apr 15, 2026
Retirement Planning Group, LLC History Added to 10,062 630 0.02% 0.01% 379 +5,745 133.08% Q1 2026 May 04, 2026
Wealthspire Advisors, LLC History Added to 10,008 627 0.0% 0.01% 380 +621 6.62% Q1 2026 May 01, 2026
Simplicity Wealth,LLC History Added to 9,772 612 0.03% 0.02% 381 +4,714 93.2% Q1 2026 Apr 30, 2026
SFG Wealth Management, LLC. History Reduced 9,733 610 0.25% 0.29% 382 -576 -5.59% Q1 2026 Apr 22, 2026
MAI Capital Management History Reduced 9,689 607 0.0% 0.0% 383 -165 -1.67% Q1 2026 May 15, 2026
LJI Wealth Management, LLC History Added to 9,653 605 0.1% 0.04% 384 +5,893 156.73% Q1 2026 May 04, 2026
Aspen Investment Management Inc History Added to 9,565 600 0.18% 0.19% 385 +733 8.3% Q1 2026 Apr 15, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 9,571 599 0.08% 0.07% 386 +1,964 25.82% Q1 2026 Apr 20, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 9,469 593 0.04% 0.08% 387 -6,899 -42.15% Q1 2026 Apr 20, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 9,353 586 0.48% 0.53% 388 +7 0.07% Q1 2026 May 13, 2026
APS Management Group, Inc. History Added to 9,323 584 0.5% 0.56% 389 +193 2.11% Q1 2026 Apr 15, 2026
Dakota Wealth Management History New 9,294 582 0.01% — 391 +9,294 New Q1 2026 May 07, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 9,294 582 0.38% 0.18% 390 +5,493 144.51% Q1 2026 May 07, 2026
Bensler, LLC History Reduced 9,280 581 0.06% 0.08% 392 -1,598 -14.69% Q1 2026 May 01, 2026
Intellectus Partners, LLC History Added to 9,154 573 0.12% 0.11% 393 +936 11.39% Q1 2026 Apr 10, 2026
Fortis Advisors, LLC History Reduced 9,052 567 0.28% 0.36% 394 -366 -3.89% Q1 2026 May 14, 2026
Institute for Wealth Management, LLC. History Reduced 8,923 559 0.06% 0.23% 395 -21,877 -71.03% Q1 2026 May 13, 2026
Strategic Advisors LLC History New 8,877 556 0.09% — 396 +8,877 New Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History Added to 8,859 555 0.0% 0.01% 397 +314 3.67% Q1 2026 Apr 07, 2026
Westshore Wealth, LLC History No change 7,761 554 0.18% 0.18% 398 0 0.0% Q4 2025 Feb 25, 2026
Kaizen Financial Strategies History Added to 8,384 552 0.23% 0.26% 399 +6 0.07% Q1 2026 May 01, 2026
Endowment Wealth Management, Inc. History Added to 8,789 550 0.24% 0.24% 400 +1,560 21.58% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History Added to 8,776 550 0.08% 0.08% 401 +210 2.45% Q1 2026 May 15, 2026
Glass Jacobson Investment Advisors llc History Added to 8,750 548 0.19% 0.19% 402 +1,353 18.29% Q1 2026 Apr 23, 2026
KICKSTAND VENTURES, LLC. History Added to 8,718 546 0.11% 0.1% 403 +2,276 35.33% Q1 2026 May 05, 2026
Midwest Trust Co History Reduced 8,680 544 0.01% 0.01% 404 -545 -5.91% Q1 2026 May 01, 2026
CALTON & ASSOCIATES, INC. History Reduced 8,648 542 0.08% 0.13% 405 -3,971 -31.47% Q1 2026 May 13, 2026
Savvy Advisors, Inc. History Added to 8,635 541 0.01% 0.02% 406 +1,952 29.21% Q1 2026 May 11, 2026
Juno Financial Group LLC History Added to 8,642 541 0.21% 0.25% 407 +9 0.1% Q1 2026 May 06, 2026
Worthington Financial Partners, LLC History Added to 8,628 540 0.46% 0.53% 408 +223 2.65% Q1 2026 Apr 21, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 8,327 534 0.31% 0.26% 409 +2,006 31.74% Q1 2026 Apr 08, 2026
GLENMEDE TRUST CO NA History No change 7,359 525 0.0% 0.0% 410 0 0.0% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History No change 7,287 520 0.04% 0.04% 411 0 0.0% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History No change 8,186 513 0.01% 0.01% 412 0 0.0% Q1 2026 May 15, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 8,136 509 0.14% 0.16% 413 -70 -0.85% Q1 2026 May 08, 2026
Joseph Group Capital Management History Reduced 8,058 505 0.13% 2.74% 414 -137,933 -94.48% Q1 2026 May 08, 2026
Balance Wealth, LLC History Added to 8,056 504 0.16% 0.18% 415 +30 0.37% Q1 2026 Apr 20, 2026
Vivaldi Capital Management LP History Added to 8,035 503 0.07% 0.07% 416 +587 7.88% Q1 2026 May 14, 2026
Global Endowment Management, LP History Added to 8,000 501 0.06% 0.04% 418 +4,000 100.0% Q1 2026 May 14, 2026
DAVIS R M INC History Added to 8,006 501 0.01% 0.01% 417 +46 0.58% Q1 2026 May 13, 2026
Rye Brook Capital LLC History No change 8,000 501 0.46% 0.53% 419 0 0.0% Q1 2026 Apr 28, 2026
Stonebridge Financial Planning Group, LLC History Added to 7,956 498 0.18% 0.15% 420 +2,040 34.48% Q1 2026 May 08, 2026
Tradition Wealth Management, LLC History Reduced 7,883 494 0.04% 0.06% 421 -3,497 -30.73% Q1 2026 May 15, 2026
Betterment LLC History Added to 7,785 488 0.0% 0.0% 422 +867 12.53% Q1 2026 May 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 6,576 476 0.17% — 423 +6,576 New Q1 2026 May 08, 2026
Castleview Partners, LLC History Added to 7,532 472 0.24% 0.25% 424 +344 4.79% Q1 2026 May 01, 2026
Balboa Wealth Partners History Added to 7,519 471 0.08% 0.08% 425 +560 8.05% Q1 2026 Apr 16, 2026
Triton Wealth Management, PLLC History No change 7,407 470 0.17% 0.19% 426 0 0.0% Q1 2026 May 01, 2026
BlackRock, Inc. History No change 7,395 463 0.0% 0.0% 427 0 0.0% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 6,453 461 0.0% 0.0% 428 +353 5.79% Q1 2026 May 15, 2026
Symphony Financial Services, Inc. History Added to 7,356 461 0.24% 0.26% 430 +250 3.52% Q1 2026 May 07, 2026
Interchange Capital Partners, LLC History Added to 7,333 461 0.15% 0.09% 429 +229 3.22% Q1 2026 Apr 23, 2026
Focus Financial Network, Inc. History Reduced 7,350 460 0.02% 0.02% 431 -122 -1.63% Q1 2026 Apr 14, 2026
Compound Planning, Inc. History Added to 7,335 459 0.01% 0.02% 432 +33 0.45% Q1 2026 May 14, 2026
Wellington Shields Capital Management, LLC History Reduced 7,300 457 0.07% 0.1% 433 -2,300 -23.96% Q1 2026 May 04, 2026
IEQ CAPITAL, LLC History Reduced 7,255 454 0.0% 0.0% 434 -750 -9.37% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 7,215 452 0.0% 0.0% 435 -2,466 -25.47% Q1 2026 May 15, 2026
KPP Advisory Services LLC History Added to 7,207 451 0.07% 0.07% 438 +420 6.19% Q1 2026 Apr 24, 2026
Spire Wealth Management History Added to 7,208 451 0.02% 0.02% 437 +31 0.43% Q1 2026 Apr 22, 2026
HSBC HOLDINGS PLC History No change 7,200 451 0.0% 0.0% 436 0 0.0% Q1 2026 Apr 30, 2026
Rehmann Capital Advisory Group History Added to 7,096 444 0.02% 0.02% 439 +593 9.12% Q1 2026 May 15, 2026
Grantvest Financial Group LLC History New 7,081 443 0.29% — 440 +7,081 New Q1 2026 May 11, 2026
TWO SIGMA SECURITIES, LLC History New 7,006 439 0.05% — 442 +7,006 New Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 7,018 439 0.0% 0.0% 441 -86 -1.21% Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 6,933 434 0.01% 0.01% 443 -282 -3.91% Q1 2026 May 04, 2026
KINTRA WEALTH, LLC History New 6,919 433 0.03% — 446 +6,919 New Q1 2026 May 15, 2026
Composition Wealth, LLC History Reduced 6,920 433 0.01% 0.01% 444 -322 -4.45% Q1 2026 Apr 08, 2026
Sequoia Financial Advisors, LLC History Reduced 6,919 433 0.0% 0.0% 445 -136 -1.93% Q1 2026 Apr 30, 2026
Boreal Capital Management LLC History No change 6,875 430 0.35% 0.37% 447 0 0.0% Q1 2026 May 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 6,816 427 0.03% 0.04% 448 +10 0.15% Q1 2026 Apr 30, 2026
Summit Financial Wealth Advisors, LLC History No change 5,955 425 0.06% 0.06% 449 0 0.0% Q4 2025 Jan 27, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 6,744 422 0.3% 0.34% 450 -5 -0.07% Q1 2026 Apr 17, 2026
Astoria Portfolio Advisors LLC. History Added to 6,208 419 0.09% 0.05% 451 +2,479 66.48% Q1 2026 Apr 28, 2026
Barnes Wealth Management Group, Inc History Added to 6,631 415 0.21% 0.22% 453 +922 16.15% Q1 2026 May 15, 2026
Keystone Financial Group History Added to 6,625 415 0.03% 0.03% 452 +416 6.7% Q1 2026 May 13, 2026
Plan Group Financial, LLC History Reduced 6,595 413 0.1% 0.15% 454 -1,287 -16.33% Q1 2026 Apr 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 6,499 407 0.02% 0.03% 455 -50 -0.76% Q1 2026 May 07, 2026
Wagner Wealth Management, LLC History Added to 6,498 407 0.08% 0.1% 456 +12 0.19% Q1 2026 Apr 24, 2026
Northwest Financial Advisors History Reduced 6,468 405 0.78% 1.16% 457 -1,425 -18.05% Q1 2026 Apr 24, 2026
Quantum Private Wealth, LLC History Reduced 6,423 402 0.12% 0.15% 458 -700 -9.83% Q1 2026 Apr 27, 2026
Capital Analysts, LLC History Added to 6,371 399 0.01% 0.01% 459 +1,375 27.52% Q1 2026 May 14, 2026
TrueWealth Advisors, LLC History Added to 6,361 398 0.1% 0.12% 460 +106 1.69% Q1 2026 Apr 09, 2026
Stegent Equity Advisors, Inc. History Reduced 6,271 393 0.33% 1.29% 461 -16,896 -72.93% Q1 2026 Apr 24, 2026
FFG Partners, LLC History Reduced 6,284 393 0.16% 0.13% 463 -134 -2.09% Q1 2026 Apr 17, 2026
Sunpointe, LLC History Added to 6,283 393 0.13% 0.15% 462 +5 0.08% Q1 2026 Apr 21, 2026
Caldwell Trust Co History Reduced 6,223 390 0.03% 0.04% 464 -345 -5.25% Q1 2026 Apr 22, 2026
Unconventional Investor, LLC History No change 6,073 380 0.18% 0.21% 465 0 0.0% Q1 2026 May 18, 2026
Mason & Associates Inc History No change 6,256 380 0.07% 0.08% 466 0 0.0% Q1 2026 Apr 30, 2026
Continuum Advisory, LLC History New 5,983 375 0.04% — 469 +5,983 New Q1 2026 Apr 22, 2026
Ameritas Investment Partners, Inc. History Reduced 5,988 375 0.01% 0.02% 467 -2,548 -29.85% Q1 2026 May 13, 2026
Prosperity Wealth Management, Inc. History No change 5,257 375 0.12% 0.12% 468 0 0.0% Q4 2025 Mar 27, 2026
Wealth Management Associates, Inc. History Added to 5,970 374 0.13% 0.13% 470 +912 18.03% Q1 2026 May 13, 2026
Capital Square, LLC History New 5,502 369 0.17% — 471 +5,502 New Q1 2026 May 11, 2026
Tempo Wealth, LLC History Added to 5,871 368 0.06% 0.07% 472 +10 0.17% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 5,780 364 0.02% 0.01% 473 +1,460 33.8% Q1 2026 May 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,753 360 0.0% 0.0% 474 0 0.0% Q1 2026 May 01, 2026
ARWA LLC History Added to 5,597 353 0.17% 0.12% 477 +2,611 87.44% Q1 2026 Apr 13, 2026
Tidemark, LLC History Reduced 5,640 353 0.09% 0.13% 476 -535 -8.66% Q1 2026 May 07, 2026
Claro Advisors Inc. History Reduced 5,636 353 0.04% 0.06% 475 -299 -5.04% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History Added to 5,575 349 0.03% 0.03% 478 +1,130 25.42% Q1 2026 Apr 30, 2026
Pacific Excel Wealth Advisors, Inc. History New 5,476 343 0.36% — 479 +5,476 New Q1 2026 May 13, 2026
CHOREO, LLC History Added to 5,407 338 0.0% 0.0% 480 +217 4.18% Q1 2026 May 12, 2026
Cyndeo Wealth Partners, LLC History New 5,376 336 0.02% — 482 +5,376 New Q1 2026 Apr 13, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Added to 5,373 336 0.05% 0.05% 481 +1,004 22.98% Q1 2026 Apr 29, 2026
Gilman Hill Asset Management, LLC History Added to 5,325 333 0.05% 0.05% 483 +750 16.39% Q1 2026 Apr 08, 2026
HUNTINGTON NATIONAL BANK History Added to 5,248 328 0.0% 0.0% 484 +3,086 142.74% Q1 2026 May 15, 2026
Nilsine Partners, LLC History Reduced 4,836 326 0.03% 0.03% 485 -641 -11.7% Q1 2026 Apr 29, 2026
Maridea Wealth Management LLC History Reduced 5,150 322 0.05% 0.08% 486 -2,369 -31.51% Q1 2026 Apr 21, 2026
HERBST GROUP, LLC History New 5,100 319 0.2% — 488 +5,100 New Q1 2026 Apr 09, 2026
Ally Invest Advisors Inc. History Added to 5,098 319 0.02% 0.02% 487 +455 9.8% Q1 2026 May 12, 2026
Strategic Blueprint, LLC History Added to 5,089 318 0.02% 0.02% 489 +574 12.71% Q1 2026 Apr 29, 2026
Elmwood Wealth Management, Inc. History New 5,066 317 0.09% — 490 +5,066 New Q1 2026 Apr 09, 2026
Allworth Financial LP History Added to 5,050 316 0.0% 0.0% 491 +141 2.87% Q1 2026 May 14, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 5,000 313 0.03% 0.05% 492 +2 0.04% Q1 2026 Apr 23, 2026
71 West Capital Partners History No change 4,982 312 0.01% 0.02% 493 0 0.0% Q1 2026 May 06, 2026
Allen Capital Group, LLC History No change 4,330 309 0.03% 0.03% 494 0 0.0% Q4 2025 Feb 09, 2026
Fusion Capital, LLC History Added to 4,920 308 0.08% 0.08% 495 +681 16.07% Q1 2026 May 13, 2026
Founders Financial Alliance, LLC History Added to 4,926 308 0.06% 0.07% 496 +6 0.12% Q1 2026 May 11, 2026
Aptus Capital Advisors, LLC History Added to 4,879 305 0.0% 0.0% 497 +260 5.63% Q1 2026 May 11, 2026
Valued Retirements, Inc. History Added to 4,871 305 0.3% 0.33% 498 +165 3.51% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 4,831 302 0.0% 0.0% 499 +2,856 144.61% Q1 2026 May 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,973 302 0.02% 0.01% 500 +756 17.93% Q1 2026 Apr 24, 2026
BCS Wealth Management History Reduced 4,750 297 0.06% 0.07% 501 -4,750 -50.0% Q1 2026 Apr 17, 2026
Sonoma Allocations LLC History New 4,540 296 0.1% — 502 +4,540 New Q1 2026 May 19, 2026
SHARPEPOINT LLC History Added to 4,683 293 0.17% 0.2% 503 +7 0.15% Q1 2026 May 05, 2026
Acorn Wealth Advisors, LLC History Reduced 4,671 292 0.09% 0.11% 504 -293 -5.9% Q1 2026 Apr 30, 2026
WEALTH EFFECTS LLC History No change 4,663 292 0.1% 0.1% 505 0 0.0% Q1 2026 Apr 21, 2026
Marex Group plc History New 4,649 291 0.0% — 506 +4,649 New Q1 2026 May 13, 2026
Intesa Sanpaolo Wealth Management History No change 4,620 289 0.07% 0.07% 507 0 0.0% Q1 2026 May 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 4,598 288 0.02% 0.03% 508 -3,064 -39.99% Q1 2026 May 12, 2026
Banque Cantonale Vaudoise History No change 4,595 288 0.01% 0.01% 509 0 0.0% Q1 2026 Apr 20, 2026
MTM Investment Management, LLC History No change 4,600 288 0.09% 0.1% 510 0 0.0% Q1 2026 May 06, 2026
Archford Capital Strategies, LLC History Added to 4,557 285 0.03% 0.04% 511 +4 0.09% Q1 2026 Apr 15, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 4,545 284 0.14% 0.11% 513 +1,158 34.19% Q1 2026 Apr 27, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,541 284 0.01% 0.01% 512 -224 -4.7% Q1 2026 May 13, 2026
Atlas Wealth LLC History New 4,518 283 0.08% — 514 +4,518 New Q1 2026 May 13, 2026
BROWN ADVISORY INC History Added to 4,512 282 0.0% 0.0% 515 +209 4.86% Q1 2026 May 15, 2026
IPG Investment Advisors LLC History No change 4,505 282 0.05% 0.06% 516 0 0.0% Q1 2026 May 12, 2026
Pure Financial Advisors, LLC History Reduced 4,453 279 0.0% 0.01% 517 -23 -0.51% Q1 2026 Apr 10, 2026
Choice Wealth Advisors LLC History No change 4,387 274 0.11% 0.12% 518 0 0.0% Q1 2026 Apr 08, 2026
Navis Wealth Advisors, LLC History Added to 4,353 272 0.14% 0.12% 520 +360 9.02% Q1 2026 May 15, 2026
CHAPIN DAVIS, INC. History No change 4,348 272 0.06% 0.07% 519 0 0.0% Q1 2026 Apr 21, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,329 271 0.0% 0.0% 521 +8 0.19% Q1 2026 May 13, 2026
JBR Co Financial Management Inc History No change 3,802 271 0.11% 0.11% 522 0 0.0% Q1 2026 Apr 08, 2026
LEIGH BALDWIN & CO., LLC History Reduced 4,297 269 0.17% 0.23% 523 -499 -10.4% Q1 2026 May 20, 2026
Fiduciary Alliance LLC History Reduced 4,125 266 0.02% 0.26% 524 -51,008 -92.52% Q1 2026 Apr 20, 2026
Financial Partners Group, Inc History Reduced 4,236 265 0.03% 0.03% 526 -26 -0.61% Q1 2026 Apr 10, 2026
Modera Wealth Management, LLC History Added to 4,234 265 0.0% 0.0% 525 +2 0.05% Q1 2026 May 06, 2026
Princeton Global Asset Management LLC History No change 4,221 264 0.04% 0.05% 527 0 0.0% Q1 2026 Apr 22, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 4,164 261 0.0% 0.0% 529 -12,789 -75.44% Q1 2026 May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,167 261 0.0% 0.0% 528 -144 -3.34% Q1 2026 May 12, 2026
Perennial Investment Advisors, LLC History Added to 4,166 261 0.02% 0.02% 530 +106 2.61% Q1 2026 May 15, 2026
Allie Family Office LLC History No change 4,158 260 0.11% 0.14% 531 0 0.0% Q1 2026 May 13, 2026
Stablepoint Partners, LLC History Reduced 4,121 258 0.04% 0.05% 532 -140 -3.29% Q1 2026 Apr 30, 2026
Silverleafe Capital Partners, LLC History Reduced 4,104 257 0.08% 3.04% 534 -139,569 -97.14% Q1 2026 Apr 02, 2026
MBE Wealth Management, LLC History Added to 4,104 257 0.11% 0.1% 535 +700 20.56% Q1 2026 Apr 21, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 3,600 257 0.06% 0.06% 533 0 0.0% Q4 2025 Feb 18, 2026
Wedmont Private Capital History Reduced 3,900 256 0.01% 0.01% 536 -102 -2.55% Q1 2026 Apr 09, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 4,040 253 0.0% — 537 +4,040 New Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 4,004 250 0.0% 0.0% 538 +653 19.49% Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History Reduced 3,962 248 0.0% 0.0% 539 -27 -0.68% Q1 2026 May 05, 2026
CPR Investments Inc. History New 3,879 243 0.16% — 540 +3,879 New Q1 2026 Apr 16, 2026
Briggs Wealth Management, Inc History Added to 3,872 242 0.26% 0.29% 542 +92 2.43% Q1 2026 May 15, 2026
HAZLETT, BURT & WATSON, INC. History Added to 3,815 242 0.08% 0.09% 541 +40 1.06% Q1 2026 May 14, 2026
London & Capital Asset Management Ltd History Added to 3,831 240 0.0% 0.0% 544 +876 29.64% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Reduced 3,804 240 0.01% 0.01% 543 -85 -2.19% Q1 2026 Apr 27, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 3,807 238 0.07% 0.09% 545 -42 -1.09% Q1 2026 May 13, 2026
REAP Financial Group, LLC History Added to 3,788 237 0.05% 0.05% 546 +5 0.13% Q1 2026 May 11, 2026
Madison Wealth Partners, Inc History Reduced 3,775 236 0.04% 0.05% 547 -22 -0.58% Q1 2026 Apr 30, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 3,775 236 0.16% 0.18% 548 0 0.0% Q1 2026 May 14, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 3,761 235 0.07% 0.08% 549 0 0.0% Q1 2026 Apr 21, 2026
Evelyn Partners Asset Management Ltd History No change 3,758 235 0.06% 0.06% 550 0 0.0% Q1 2026 May 15, 2026
First Heartland Consultants, Inc. History Reduced 3,743 234 0.02% 0.1% 551 -13,952 -78.85% Q1 2026 Apr 08, 2026
HUB Investment Partners, LLC History Added to 3,728 233 0.01% 0.01% 552 +531 16.61% Q1 2026 May 15, 2026
Americana Partners, LLC History Reduced 3,700 231 0.01% 0.01% 553 -2,455 -39.89% Q1 2026 May 12, 2026
tru Independence LLC History Added to 3,642 228 0.11% 0.07% 555 +5 0.14% Q1 2026 Apr 22, 2026
GRANVILLE CAPITAL, INC. History Added to 3,651 228 0.12% 0.14% 554 +3 0.08% Q1 2026 May 11, 2026
Omega Financial Group, LLC History Added to 3,626 227 0.07% 0.08% 556 +6 0.17% Q1 2026 May 12, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 3,613 226 0.1% 0.1% 557 +506 16.29% Q1 2026 May 15, 2026
EVOKE WEALTH, LLC History No change 3,600 225 0.0% 0.0% 558 0 0.0% Q1 2026 May 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 3,587 224 0.16% 0.15% 559 +413 13.01% Q1 2026 May 08, 2026
ProCore Advisors, LLC History Reduced 3,586 224 0.34% 0.28% 560 -298 -7.67% Q1 2026 Apr 23, 2026
Team Financial Group, LLC History Added to 3,552 222 0.1% 0.09% 561 +901 33.99% Q1 2026 May 01, 2026
Z3 Capital Partners, LLC History Added to 3,536 221 0.06% 0.05% 562 +657 22.82% Q1 2026 May 07, 2026
Tempus Wealth Planning, LLC History Reduced 3,460 216 0.05% 0.07% 564 -581 -14.38% Q1 2026 Apr 28, 2026
Opal Wealth Advisors, LLC History Added to 3,457 216 0.05% 0.05% 566 +522 17.79% Q1 2026 Apr 14, 2026
Onyx Bridge Wealth Group LLC History Added to 3,456 216 0.02% 0.02% 565 +424 13.98% Q1 2026 Apr 22, 2026
MWA Asset Management History Added to 3,456 216 0.12% 0.13% 567 +105 3.13% Q1 2026 May 13, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 3,462 216 0.02% 0.02% 563 0 0.0% Q1 2026 Apr 13, 2026
AdvisorNet Financial, Inc History Reduced 3,435 215 0.01% 0.02% 568 -2,024 -37.08% Q1 2026 Apr 17, 2026
Trexquant Investment LP History New 3,425 214 0.0% — 570 +3,425 New Q1 2026 May 15, 2026
ORG Partners LLC History No change 2,998 214 0.04% 0.04% 569 0 0.0% Q4 2025 Jan 14, 2026
Corecam Pte. Ltd. History New 3,400 213 0.09% — 572 +3,400 New Q1 2026 Apr 14, 2026
Nemes Rush Group LLC History Added to 3,410 213 0.02% 0.0% 571 +3,051 849.86% Q1 2026 Apr 21, 2026
Keel Point, LLC History No change 2,978 212 0.01% 0.01% 573 0 0.0% Q4 2025 Feb 12, 2026
Advisors Capital Management, LLC History Reduced 3,320 208 0.0% 0.0% 574 -859 -20.56% Q1 2026 May 01, 2026
Walker Asset Management, LLC History Added to 3,324 208 0.11% 0.12% 576 +200 6.4% Q1 2026 Apr 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,321 208 0.04% 0.05% 577 +170 5.4% Q1 2026 Apr 15, 2026
Cypress Wealth Services, LLC History No change 3,320 208 0.03% 0.03% 575 0 0.0% Q1 2026 Apr 15, 2026
Plum Street Advisors, LLC History Added to 3,281 205 0.07% 0.08% 578 +1 0.03% Q1 2026 May 14, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 3,261 204 0.06% 0.3% 579 -10,844 -76.88% Q1 2026 May 08, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 3,242 203 0.04% — 580 +3,242 New Q1 2026 May 15, 2026
Bulltick Wealth Management, LLC History Reduced 3,236 202 0.04% 0.05% 581 -107 -3.2% Q1 2026 Apr 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 3,173 198 0.0% 0.0% 582 +1,246 64.66% Q1 2026 May 13, 2026
Private Capital Management, LLC History No change 3,100 194 0.02% 0.02% 583 0 0.0% Q1 2026 May 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,016 189 0.01% 0.01% 584 0 0.0% Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History Added to 3,010 188 0.06% 0.06% 585 +208 7.42% Q1 2026 Apr 22, 2026
Collier Financial History Added to 2,931 183 0.14% 0.16% 586 +1 0.03% Q1 2026 May 11, 2026
Allspring Global Investments Holdings, LLC History No change 2,870 182 0.0% 0.0% 587 0 0.0% Q1 2026 May 05, 2026
Advocate Investing Services LLC History Reduced 2,902 181 0.15% 0.24% 588 -806 -21.74% Q1 2026 Apr 22, 2026
Synergy Investment Management, LLC History Added to 2,853 178 0.06% 0.07% 589 +1 0.04% Q1 2026 May 14, 2026
Bernard Wealth Management Corp. History Reduced 2,707 169 0.07% 0.09% 590 -285 -9.53% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,676 167 0.01% 0.01% 591 -226 -7.79% Q1 2026 Apr 13, 2026
Keating Financial Advisory Services, Inc. History New 2,598 162 0.03% — 593 +2,598 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 2,595 162 0.01% — 592 +2,595 New Q1 2026 Apr 24, 2026
NBT BANK N A /NY History No change 2,400 150 0.01% 0.01% 594 0 0.0% Q1 2026 Apr 28, 2026
Lloyd Advisory Services, LLC. History New 2,383 149 0.04% — 596 +2,383 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 2,383 149 0.04% 0.04% 595 +556 30.43% Q1 2026 May 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,148 134 0.02% 0.02% 597 0 0.0% Q1 2026 May 11, 2026
AMERIFLEX GROUP, INC. History Added to 2,028 127 0.06% 0.03% 598 +1,189 141.72% Q1 2026 May 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,020 126 0.01% 0.01% 599 0 0.0% Q1 2026 Apr 15, 2026
Archer Investment Corp History Reduced 1,990 124 0.03% 0.03% 600 -149 -6.97% Q1 2026 May 04, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 1,973 123 0.0% 0.0% 601 -96 -4.64% Q1 2026 May 14, 2026
Clark Wealth Partners History Added to 1,948 122 0.08% 0.08% 602 +4 0.21% Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Reduced 1,937 121 0.0% 0.0% 603 -1,726 -47.12% Q1 2026 May 08, 2026
Greykasell Wealth Strategies, Inc. History Added to 1,883 118 0.05% 0.05% 604 +4 0.21% Q1 2026 May 07, 2026
Investors Portfolio Services LLC History Reduced 1,857 116 0.11% 0.15% 607 -454 -19.65% Q1 2026 May 14, 2026
WealthShield Partners, LLC History Added to 1,866 116 0.01% 0.01% 606 +27 1.47% Q1 2026 May 01, 2026
Front Row Advisors LLC History No change 1,851 116 0.04% 0.04% 605 0 0.0% Q1 2026 May 19, 2026
Walsh & Associates, LLC History No change 1,852 116 0.12% 0.13% 608 0 0.0% Q1 2026 May 15, 2026
Trask Adam Roland History New 1,758 110 0.1% — 609 +1,758 New Q1 2026 May 15, 2026
Fairscale Capital, LLC History No change 1,728 108 0.07% 0.08% 610 0 0.0% Q1 2026 May 11, 2026
Hanson & Doremus Investment Management History No change 1,710 107 0.01% 0.01% 611 0 0.0% Q1 2026 Apr 17, 2026
Murphy & Mullick Capital Management Corp History No change 1,710 107 0.08% 0.09% 612 0 0.0% Q1 2026 Apr 17, 2026
Benson Wealth Management INC History No change 1,714 107 0.15% 0.14% 613 0 0.0% Q1 2026 May 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 1,545 96 0.04% 0.18% 614 -5,807 -78.99% Q1 2026 Apr 14, 2026
DEUTSCHE BANK AG\ History Reduced 1,527 95 0.0% 0.0% 615 -373 -19.63% Q1 2026 May 06, 2026
Whipplewood Advisors, LLC History Added to 1,491 93 0.05% 0.05% 616 +425 39.87% Q1 2026 Apr 30, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,353 90 0.11% 0.12% 617 +3 0.22% Q1 2026 Apr 29, 2026
Signature Equity Partners, LLC History Added to 1,318 82 0.04% 0.02% 618 +686 108.54% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,300 81 0.0% 0.0% 619 0 0.0% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 1,280 80 0.0% 0.0% 621 +58 4.75% Q1 2026 Apr 27, 2026
Smithfield Trust Co History No change 1,275 80 0.0% 0.0% 620 0 0.0% Q1 2026 May 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 1,258 78 0.06% 0.08% 622 -36 -2.78% Q1 2026 Apr 27, 2026
Key FInancial Inc History No change 1,239 77 0.01% 0.02% 623 0 0.0% Q1 2026 Apr 24, 2026
Register Financial Advisors LLC History No change 1,213 76 0.03% 0.03% 624 0 0.0% Q1 2026 Apr 15, 2026
MCF Advisors LLC History Reduced 1,205 75 0.0% 0.0% 625 -5 -0.41% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 1,036 74 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 1,103 69 0.0% 0.0% 627 +532 93.17% Q1 2026 May 15, 2026
Bangor Savings Bank History No change 1,100 68 0.01% 0.01% 628 0 0.0% Q1 2026 Apr 01, 2026
Asset Dedication, LLC History No change 952 68 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 26, 2026
Biltmore Family Office, LLC History No change 1,077 67 0.01% 0.01% 630 0 0.0% Q1 2026 May 11, 2026
North Star Investment Management Corp. History New 1,058 66 0.0% — 631 +1,058 New Q1 2026 Apr 23, 2026
Global Trust Asset Management, LLC History Reduced 1,050 65 0.02% 0.09% 632 -2,080 -66.45% Q1 2026 Apr 23, 2026
Blue Trust, Inc. History Added to 1,039 65 0.0% 0.0% 633 +953 1108.14% Q1 2026 Apr 20, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 1,039 65 0.05% 0.02% 634 +644 163.04% Q1 2026 Apr 21, 2026
Forum Finance Group S.A. History New 1,205 63 0.03% — 635 +1,205 New Q1 2026 May 07, 2026
N.E.W. Advisory Services LLC History Reduced 1,003 62 0.0% 0.01% 636 -501 -33.31% Q1 2026 May 04, 2026
Plante Moran Financial Advisors, LLC History New 940 58 0.0% — 637 +940 New Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History Added to 950 57 0.0% 0.0% 638 +3 0.32% Q1 2026 May 15, 2026
Noble Wealth Management PBC History No change 925 57 0.03% 0.03% 639 0 0.0% Q1 2026 Apr 02, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 876 54 0.0% 0.0% 640 0 0.0% Q1 2026 May 13, 2026
Westside Investment Management, Inc. History No change 858 53 0.01% 0.01% 641 0 0.0% Q1 2026 May 04, 2026
Solstein Capital, LLC History No change 856 53 0.02% 0.02% 642 0 0.0% Q1 2026 May 14, 2026
Bell Investment Advisors, Inc History No change 850 53 0.01% 0.01% 643 0 0.0% Q1 2026 Apr 17, 2026
BOK Financial Private Wealth, Inc. History No change 830 52 0.0% 0.0% 644 0 0.0% Q1 2026 May 12, 2026
Investment Research & Advisory Group, Inc. History No change 840 52 0.02% 0.02% 645 0 0.0% Q1 2026 Apr 20, 2026
Larson Financial Group LLC History Reduced 821 51 0.0% 0.01% 647 -2,034 -71.24% Q1 2026 May 15, 2026
NATIXIS History Added to 828 51 0.0% 0.0% 646 +305 58.32% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Reduced 774 48 0.0% 0.0% 648 -4,455 -85.2% Q1 2026 May 13, 2026
True Link Financial Advisors, LLC History New 763 47 0.0% — 650 +763 New Q1 2026 Apr 29, 2026
BFSG, LLC History No change 750 47 0.0% 0.01% 649 0 0.0% Q1 2026 Apr 28, 2026
Community Bank, N.A. History New 728 45 0.01% — 652 +728 New Q1 2026 May 12, 2026
GILL CAPITAL PARTNERS, LLC History New 721 45 0.01% — 651 +721 New Q1 2026 Apr 13, 2026
Arlington Trust Co LLC History New 695 43 0.0% — 653 +695 New Q1 2026 Apr 08, 2026
Innovative Asset Advisors Group, LLC History New 660 41 0.02% — 656 +660 New Q1 2026 May 12, 2026
NFSG Corp History Added to 664 41 0.01% 0.01% 655 +101 17.94% Q1 2026 May 05, 2026
EASTERN BANK History Added to 665 41 0.0% 0.0% 654 +13 1.99% Q1 2026 Apr 07, 2026
WHITTIER TRUST CO History No change 600 38 0.0% 0.0% 657 0 0.0% Q1 2026 Apr 28, 2026
Stephens Consulting, LLC History No change 540 38 0.01% 0.01% 658 0 0.0% Q4 2025 Jan 13, 2026
Rossby Financial, LCC History Added to 595 37 0.01% 0.01% 659 +72 13.77% Q1 2026 May 11, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 579 36 0.0% 0.01% 661 -261 -31.07% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Added to 587 36 0.0% 0.0% 660 +57 10.75% Q1 2026 May 15, 2026
Hilltop National Bank History No change 585 36 0.01% 0.01% 662 0 0.0% Q1 2026 Apr 02, 2026
Strategic Wealth Partners, Ltd. History No change 560 35 0.0% 0.0% 663 0 0.0% Q1 2026 May 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 482 34 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 05, 2026
Crews Bank & Trust History No change 555 34 0.0% 0.01% 665 0 0.0% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History New 541 33 0.0% — 668 +541 New Q1 2026 May 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 542 33 0.0% 0.0% 666 +1 0.18% Q1 2026 Apr 10, 2026
Ankerstar Wealth, LLC History No change 536 33 0.03% 0.04% 667 0 0.0% Q1 2026 May 13, 2026
Wellington Shields & Co., LLC History No change 500 31 0.01% 0.01% 669 0 0.0% Q1 2026 May 04, 2026
Godfrey Financial Associates, Inc. History No change 507 31 0.03% 0.03% 670 0 0.0% Q1 2026 May 11, 2026
TIAA Wealth Investment Management LLC History New 500 30 0.0% — 673 +500 New Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 431 30 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 12, 2026
Roxbury Financial LLC History No change 494 30 0.03% 0.03% 672 0 0.0% Q1 2026 Apr 17, 2026
Avalon Trust Co History Reduced 475 29 0.0% 0.01% 674 -2,716 -85.11% Q1 2026 May 06, 2026
Ransom Advisory, Ltd History No change 400 28 0.01% 0.01% 675 0 0.0% Q4 2025 Jan 06, 2026
RMG Wealth Management LLC History Reduced 358 27 0.0% 0.02% 677 -135 -27.38% Q1 2026 May 14, 2026
DHJJ Financial Advisors, Ltd. History Reduced 445 27 0.01% 0.01% 676 -56 -11.18% Q1 2026 Apr 09, 2026
Central Pacific Bank - Trust Division History New 400 25 0.0% — 678 +400 New Q1 2026 Apr 07, 2026
Truvestments Capital LLC History Reduced 391 24 0.0% 0.01% 680 -15 -3.69% Q1 2026 May 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 390 24 0.0% 0.0% 679 0 0.0% Q1 2026 May 05, 2026
Smallwood Wealth Investment Management, LLC History No change 385 24 0.01% 0.01% 681 0 0.0% Q1 2026 Apr 22, 2026
New England Capital Financial Advisors LLC History No change 390 24 0.01% 0.01% 682 0 0.0% Q1 2026 Apr 27, 2026
BankPlus Trust Department History No change 340 21 0.01% 0.01% 683 0 0.0% Q1 2026 May 11, 2026
Ameliora Wealth Management Ltd. History No change 319 19 0.01% 0.01% 684 0 0.0% Q1 2026 Apr 23, 2026
WEBSTER BANK, N. A. History No change 300 18 0.0% 0.0% 685 0 0.0% Q1 2026 Apr 17, 2026
MV CAPITAL MANAGEMENT, INC. History No change 300 18 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 30, 2026
Hyposwiss Advisors SA History No change 300 18 0.02% 0.02% 687 0 0.0% Q1 2026 Apr 30, 2026
Financial Network Wealth Advisors LLC History Added to 277 17 0.02% 0.01% 688 +84 43.52% Q1 2026 May 14, 2026
PROTECTIVE LIFE CORP History New 265 16 0.05% — 691 +265 New Q1 2026 May 13, 2026
Strategic Investment Solutions, Inc. /IL History Added to 270 16 0.0% 0.0% 690 +100 58.82% Q1 2026 May 01, 2026
FINANCIAL CONSULATE, INC History Added to 268 16 0.0% 0.0% 689 +73 37.44% Q1 2026 Apr 21, 2026
Colonial Trust Advisors History Reduced 245 15 0.0% 0.0% 692 -80 -24.62% Q1 2026 May 12, 2026
DiNuzzo Private Wealth, Inc. History No change 235 14 0.0% 0.0% 693 0 0.0% Q1 2026 Apr 08, 2026
PlanVest Financial, Inc History New 210 13 0.01% — 697 +210 New Q1 2026 May 14, 2026
WOLFF WIESE MAGANA LLC History Added to 213 13 0.01% 0.0% 695 +100 88.5% Q1 2026 Apr 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 206 13 0.01% 0.01% 694 0 0.0% Q1 2026 May 15, 2026
JDM Financial Group LLC History No change 220 13 0.01% 0.01% 696 0 0.0% Q1 2026 May 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 192 12 0.0% 0.0% 698 0 0.0% Q1 2026 Apr 17, 2026
Versant Capital Management, Inc History No change 200 12 0.0% 0.0% 699 0 0.0% Q1 2026 Apr 06, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 184 11 0.01% 0.91% 702 -25,170 -99.27% Q1 2026 May 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 179 11 0.0% — 703 +179 New Q1 2026 Apr 14, 2026
CENTRAL TRUST Co History Added to 189 11 0.0% 0.0% 700 +40 26.85% Q1 2026 Apr 17, 2026
Imprint Wealth LLC History No change 176 11 0.05% 0.06% 701 0 0.0% Q1 2026 May 15, 2026
Quaker Wealth Management, LLC History Reduced 163 10 0.0% 2.02% 705 -88,996 -99.82% Q1 2026 Apr 10, 2026
Coastline Trust Co History No change 168 10 0.0% 0.0% 704 0 0.0% Q1 2026 Apr 03, 2026
Financial Perspectives, Inc History No change 145 9 0.0% 0.0% 706 0 0.0% Q1 2026 May 11, 2026
Ascentis Wealth Management, LLC History Reduced 130 8 0.0% 0.0% 708 -100 -43.48% Q1 2026 Apr 28, 2026
Quest 10 Wealth Builders, Inc. History Reduced 130 8 0.01% 0.01% 709 -4 -2.99% Q1 2026 May 06, 2026
HighMark Wealth Management LLC History No change 136 8 0.0% 0.0% 707 0 0.0% Q1 2026 May 05, 2026
Kilter Group LLC History No change 137 8 0.0% 0.0% 710 0 0.0% Q1 2026 May 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 125 7 0.0% 0.0% 711 0 0.0% Q1 2026 May 14, 2026
JNBA Financial Advisors History No change 125 7 0.0% 0.0% 712 0 0.0% Q1 2026 Apr 22, 2026
FAS Wealth Partners, Inc. History No change 105 7 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 18, 2026
Key Capital Management, INC History No change 114 7 0.0% 0.01% 714 0 0.0% Q1 2026 May 07, 2026
Realta Investment Advisors History Reduced 100 6 0.0% 0.01% 716 -245 -71.01% Q1 2026 Apr 22, 2026
Main Street Group, LTD History New 102 6 0.0% — 721 +102 New Q1 2026 May 06, 2026
GW&K Investment Management, LLC History No change 101 6 0.0% 0.0% 715 0 0.0% Q1 2026 May 13, 2026
Missouri Trust & Investment Co History No change 110 6 0.0% 0.0% 717 0 0.0% Q1 2026 May 14, 2026
Abound Wealth Management History No change 109 6 0.0% 0.0% 718 0 0.0% Q1 2026 Apr 10, 2026
Fourth Dimension Wealth, LLC History No change 100 6 0.0% 0.0% 719 0 0.0% Q1 2026 May 11, 2026
Copia Wealth Management History No change 100 6 0.0% 0.01% 720 0 0.0% Q1 2026 May 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 88 5 0.0% — 727 +88 New Q1 2026 May 07, 2026
Physician Wealth Advisors, Inc. History New 88 5 0.0% — 730 +88 New Q1 2026 Apr 24, 2026
Wilmington Savings Fund Society, FSB History New 86 5 0.0% — 726 +86 New Q1 2026 Apr 30, 2026
Avion Wealth History New 85 5 0.0% — 729 +85 New Q1 2026 May 01, 2026
Pacific Center for Financial Services History New 81 5 0.0% — 728 +81 New Q1 2026 May 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 89 5 0.0% 0.0% 725 +21 30.88% Q1 2026 Apr 27, 2026
SIGNATUREFD, LLC History Added to 90 5 0.0% 0.0% 722 +10 12.5% Q1 2026 Apr 07, 2026
Trust Co History No change 92 5 0.0% 0.0% 723 0 0.0% Q1 2026 Apr 13, 2026
Salomon & Ludwin, LLC History No change 90 5 0.0% 0.0% 724 0 0.0% Q1 2026 May 11, 2026
Activest Wealth Management History Reduced 74 4 0.0% 0.0% 733 -208 -73.76% Q1 2026 Apr 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 68 4 0.0% 0.0% 736 +1 1.49% Q1 2026 Apr 06, 2026
Morse Asset Management, Inc History No change 75 4 0.0% 0.0% 731 0 0.0% Q1 2026 May 14, 2026
Rosenberg Matthew Hamilton History No change 79 4 0.0% 0.0% 732 0 0.0% Q1 2026 Apr 06, 2026
Strengthening Families & Communities, LLC History No change 65 4 0.0% 0.0% 734 0 0.0% Q1 2026 May 11, 2026
Colonial Trust Co / SC History No change 66 4 0.0% 0.0% 735 0 0.0% Q1 2026 May 12, 2026
Ascentis Independent Advisors History New 60 3 0.0% — 742 +60 New Q1 2026 Apr 28, 2026
Strive Financial Group ,LLC History Added to 49 3 0.0% 0.0% 740 +5 11.36% Q1 2026 May 15, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 50 3 0.0% 0.0% 737 0 0.0% Q1 2026 May 01, 2026
Pacifica Partners Inc. History No change 50 3 0.0% 0.0% 738 0 0.0% Q1 2026 Apr 09, 2026
WPG Advisers, LLC History No change 50 3 0.0% 0.0% 739 0 0.0% Q1 2026 Apr 29, 2026
Cornerstone National Bank & Trust Co History No change 51 3 0.0% 0.0% 741 0 0.0% Q1 2026 Apr 14, 2026
Nova Wealth Management, Inc. History Reduced 45 2 0.0% 0.01% 748 -150 -76.92% Q1 2026 Apr 14, 2026
SALEM INVESTMENT COUNSELORS INC History New 43 2 0.0% — 749 +43 New Q1 2026 Apr 29, 2026
Addison Advisors LLC History New 40 2 0.0% — 751 +40 New Q1 2026 May 08, 2026
HOWE & RUSLING INC History Added to 45 2 0.0% — 743 +37 462.5% Q1 2026 Apr 28, 2026
GHP Investment Advisors, Inc. History New 34 2 0.0% — 750 +34 New Q1 2026 Apr 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 26 2 0.0% 0.0% 744 0 0.0% Q1 2026 May 01, 2026
McIlrath & Eck, LLC History No change 42 2 0.0% 0.0% 745 0 0.0% Q1 2026 May 19, 2026
Pinnacle Wealth Planning Services, Inc. History No change 46 2 0.0% 0.0% 746 0 0.0% Q1 2026 May 11, 2026
Caitlin John, LLC History No change 34 2 0.0% 0.0% 747 0 0.0% Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 27 1 0.0% 0.0% 752 -53 -66.25% Q1 2026 Apr 06, 2026
High Note Wealth, LLC History New 30 1 0.0% — 754 +30 New Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History New 19 1 0.0% — 753 +19 New Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.9% — -729,589 -100.0% Q1 2026 Apr 29, 2026
Enclave Advisors LLC History Closed out 0 0 — 3.34% — -329,755 -100.0% Q1 2026 Apr 13, 2026
Avestar Capital, LLC History Closed out 0 0 — 0.55% — -118,727 -100.0% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -93,283 -100.0% Q1 2026 May 15, 2026
PECAUT & CO. History Closed out 0 0 — 2.08% — -90,213 -100.0% Q1 2026 May 11, 2026
Green Ridge Wealth Planning LLC History Closed out 0 0 — 2.22% — -60,732 -100.0% Q1 2026 Apr 10, 2026
Csenge Advisory Group History Closed out 0 0 — 0.17% — -53,439 -100.0% Q1 2026 Apr 30, 2026
CORRADO ADVISORS, LLC History Closed out 0 0 — 1.8% — -50,192 -100.0% Q1 2026 Apr 30, 2026
Great Diamond Partners, LLC History Closed out 0 0 — 0.49% — -35,673 -100.0% Q1 2026 May 12, 2026
Guardian Asset Advisors, LLC History Closed out 0 0 — 0.88% — -23,710 -100.0% Q1 2026 May 14, 2026
Castle Rock Wealth Management, LLC History Closed out 0 0 — 0.3% — -21,072 -100.0% Q1 2026 Apr 08, 2026
Intellus Advisors LLC History Closed out 0 0 — 0.19% — -19,539 -100.0% Q1 2026 May 07, 2026
Resurgent Financial Advisors LLC History Closed out 0 0 — 0.43% — -12,099 -100.0% Q1 2026 May 12, 2026
Trademark Financial Management, LLC History Closed out 0 0 — 0.46% — -11,825 -100.0% Q1 2026 Apr 27, 2026
ARQ WEALTH ADVISORS, LLC History Closed out 0 0 — 0.22% — -11,213 -100.0% Q1 2026 May 01, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.14% — -9,890 -100.0% Q1 2026 Apr 27, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.03% — -9,559 -100.0% Q1 2026 May 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Closed out 0 0 — 0.23% — -9,500 -100.0% Q1 2026 Apr 21, 2026
RPS ADVISORY SOLUTIONS LLC History Closed out 0 0 — 0.31% — -9,321 -100.0% Q1 2026 May 04, 2026
Brevan Howard Capital Management LP History Closed out 0 0 — 0.01% — -9,240 -100.0% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -8,700 -100.0% Q1 2026 May 11, 2026
Regal Investment Advisors LLC History Closed out 0 0 — 0.04% — -8,554 -100.0% Q1 2026 May 14, 2026
TSFG, LLC History Closed out 0 0 — 0.08% — -7,262 -100.0% Q1 2026 Apr 27, 2026
Global Assets Advisory, LLC History Closed out 0 0 — 0.15% — -7,231 -100.0% Q1 2026 May 01, 2026
GFS Advisors, LLC History Closed out 0 0 — 0.06% — -6,667 -100.0% Q1 2026 Apr 30, 2026
Fortune Financial Group, Inc. History Closed out 0 0 — 0.49% — -6,627 -100.0% Q1 2026 Apr 23, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -6,612 -100.0% Q1 2026 May 20, 2026
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.01% — -6,554 -100.0% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 — 0.0% — -6,105 -100.0% Q1 2026 May 15, 2026
Williams & Novak, LLC History Closed out 0 0 — 0.32% — -5,947 -100.0% Q1 2026 Apr 20, 2026
Narus Financial Partners, LLC History Closed out 0 0 — 0.1% — -4,925 -100.0% Q1 2026 Apr 21, 2026
Rubicon Advisors, GP History Closed out 0 0 — 0.31% — -4,637 -100.0% Q1 2026 May 14, 2026
Black Swift Group, LLC History Closed out 0 0 — 0.05% — -4,500 -100.0% Q1 2026 Apr 24, 2026
Buska Wealth Management, LLC History Closed out 0 0 — 0.11% — -4,270 -100.0% Q1 2026 Apr 13, 2026
OpenArc Corporate Advisory, LLC History Closed out 0 0 — 0.0% — -4,227 -100.0% Q1 2026 May 11, 2026
Tidal Investments LLC History Closed out 0 0 — 0.0% — -4,200 -100.0% Q1 2026 May 15, 2026
Banco Santander, S.A. History Closed out 0 0 — 0.0% — -3,930 -100.0% Q1 2026 May 08, 2026
Horizon Wealth Management, LLC History Closed out 0 0 — 0.04% — -3,874 -100.0% Q1 2026 Apr 24, 2026
Owen LaRue, LLC History Closed out 0 0 — 0.1% — -3,867 -100.0% Q1 2026 Apr 30, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 — 0.0% — -3,859 -100.0% Q1 2026 Apr 29, 2026
Venture Visionary Partners LLC History Closed out 0 0 — 0.01% — -3,839 -100.0% Q1 2026 May 14, 2026
Trilogy Capital Inc. History Closed out 0 0 — 0.01% — -3,774 -100.0% Q1 2026 Apr 21, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Closed out 0 0 — 0.02% — -3,627 -100.0% Q1 2026 Apr 14, 2026
Evolution Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -3,615 -100.0% Q1 2026 May 08, 2026
Huntleigh Advisors, Inc. History Closed out 0 0 — 0.04% — -3,421 -100.0% Q1 2026 Apr 21, 2026
WESPAC Advisors, LLC History Closed out 0 0 — 0.13% — -3,398 -100.0% Q1 2026 Apr 28, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Closed out 0 0 — 0.19% — -3,217 -100.0% Q1 2026 Apr 09, 2026
Cottage Street Advisors LLC History Closed out 0 0 — 0.1% — -3,191 -100.0% Q1 2026 Apr 20, 2026
Second Half Financial Partners, LLC History Closed out 0 0 — 0.1% — -3,156 -100.0% Q1 2026 May 11, 2026
Mayfair Advisory Group, LLC History Closed out 0 0 — 0.09% — -3,149 -100.0% Q1 2026 Apr 21, 2026
BEARING POINT CAPITAL, LLC History Closed out 0 0 — 0.03% — -3,124 -100.0% Q1 2026 May 07, 2026
Traction Financial Partners, LLC History Closed out 0 0 — 0.13% — -3,108 -100.0% Q1 2026 May 14, 2026
Clarendon Private LLC History Closed out 0 0 — 0.19% — -3,070 -100.0% Q1 2026 May 11, 2026
Private Advisory Group LLC History Closed out 0 0 — 0.02% — -3,061 -100.0% Q1 2026 May 08, 2026
HBW ADVISORY SERVICES LLC History Closed out 0 0 — 0.02% — -3,047 -100.0% Q1 2026 May 04, 2026
Pallas Capital Advisors LLC History Closed out 0 0 — 0.01% — -3,029 -100.0% Q1 2026 Apr 21, 2026
Meridian Wealth Management, LLC History Closed out 0 0 — 0.01% — -3,021 -100.0% Q1 2026 May 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -3,019 -100.0% Q1 2026 May 12, 2026
Valmark Advisers, Inc. History Closed out 0 0 — 0.0% — -2,998 -100.0% Q1 2026 May 01, 2026
Meridian Financial Advisors, LLC History Closed out 0 0 — 0.12% — -2,993 -100.0% Q1 2026 Apr 21, 2026
One Charles Private Wealth Services, LLC History Closed out 0 0 — 0.05% — -2,978 -100.0% Q1 2026 May 07, 2026
Darden Wealth Group Inc History Closed out 0 0 — 0.1% — -2,960 -100.0% Q1 2026 May 08, 2026
Urban Wealth Management, LLC History Closed out 0 0 — 0.19% — -2,930 -100.0% Q1 2026 Apr 21, 2026
ROBERTS GLORE & CO INC /IL/ History Closed out 0 0 — 0.06% — -2,925 -100.0% Q1 2026 May 04, 2026
CRUX WEALTH ADVISORS History Closed out 0 0 — 0.08% — -2,902 -100.0% Q1 2026 Apr 24, 2026
William Mack & Associates, Inc. History Closed out 0 0 — 0.1% — -2,899 -100.0% Q1 2026 Apr 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 — 0.07% — -2,867 -100.0% Q1 2026 May 13, 2026
Accredited Investors Inc. History Closed out 0 0 — 0.01% — -2,830 -100.0% Q1 2026 Apr 30, 2026
VIAWEALTH, LLC History Closed out 0 0 — 0.11% — -2,830 -100.0% Q1 2026 May 11, 2026
Manchester Capital Management LLC History Closed out 0 0 — 0.02% — -1,840 -100.0% Q1 2026 May 11, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.06% — -1,796 -100.0% Q1 2026 Apr 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Closed out 0 0 — 0.01% — -1,150 -100.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -994 -100.0% Q1 2026 May 14, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.02% — -969 -100.0% Q1 2026 May 06, 2026
Providence Capital Advisors, LLC History Closed out 0 0 — 0.01% — -885 -100.0% Q1 2026 May 14, 2026
Accordant Advisory Group Inc History Closed out 0 0 — 0.04% — -852 -100.0% Q1 2026 May 11, 2026
Inlight Wealth Management, LLC History Closed out 0 0 — 0.02% — -839 -100.0% Q1 2026 May 04, 2026
Modus Advisors, LLC History Closed out 0 0 — 0.01% — -671 -100.0% Q1 2026 May 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -625 -100.0% Q1 2026 May 06, 2026
eCIO, Inc. History Closed out 0 0 — 0.01% — -345 -100.0% Q1 2026 Apr 14, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — 0.01% — -341 -100.0% Q1 2026 May 15, 2026
BAYBAN History Closed out 0 0 — 0.02% — -242 -100.0% Q1 2026 Apr 24, 2026
Navalign, LLC History Closed out 0 0 — 0.0% — -221 -100.0% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History Closed out 0 0 — 0.0% — -170 -100.0% Q1 2026 May 11, 2026
Aventura Private Wealth, LLC History Closed out 0 0 — 0.0% — -138 -100.0% Q1 2026 May 05, 2026
FIRST HORIZON CORP History Closed out 0 0 — 0.0% — -110 -100.0% Q1 2026 Apr 30, 2026
LRI Investments, LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q1 2026 Apr 30, 2026
PITTENGER & ANDERSON INC History Closed out 0 0 — 0.0% — -70 -100.0% Q1 2026 May 01, 2026
BESSEMER GROUP INC History Closed out 0 0 — 0.0% — -59 -100.0% Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q1 2026 May 06, 2026
Hilton Head Capital Partners, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q1 2026 Apr 20, 2026
WealthCollab, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q1 2026 May 13, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q1 2026 May 11, 2026
MASECO LLP History Closed out 0 0 — 0.0% — -14 -100.0% Q1 2026 Apr 21, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — — — -9 -100.0% Q1 2026 Apr 23, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Closed out 0 0 — — — -9 -100.0% Q1 2026 Apr 23, 2026
DB Fitzpatrick & Co, Inc History Closed out 0 0 — — — -3 -100.0% Q1 2026 Apr 27, 2026
Glassman Wealth Services History No change 12 0 — — — 0 0.0% Q1 2026 May 04, 2026