Duke Energy CORP - DUK

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 78,258,757 9,172,708 0.13% 0.13% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 69,323,870 9,077,267 0.16% 0.14% 2 +433,230 0.63% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 50,526,603 6,615,953 0.17% 3 +50,526,603 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 44,532,642 5,831,104 0.2% 0.17% 4 +579,242 1.32% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 20,047,801 2,639,910 0.16% 0.14% 5 +755,168 3.91% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 20,078,558 2,629,086 0.14% 6 +20,078,558 New Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 14,391,296 1,901,897 0.64% 0.61% 7 -1,653,176 -10.3% Q1 2026 May 14, 2026
MORGAN STANLEY History Added to 12,679,831 1,660,297 0.1% 0.09% 8 +339,201 2.75% Q1 2026 May 15, 2026
FMR LLC History Reduced 10,752,153 1,407,886 0.07% 0.07% 9 -1,150,102 -9.66% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 10,370,071 1,357,857 0.33% 0.24% 10 +2,133,178 25.9% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 9,348,566 1,224,101 0.09% 0.07% 11 +605,348 6.92% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 9,104,608 1,192,461 0.18% 0.16% 12 +173,481 1.94% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 7,910,889 1,035,852 0.18% 0.16% 13 -291,646 -3.56% Q1 2026 May 15, 2026
GQG Partners LLC History Reduced 7,802,463 1,021,657 1.62% 1.84% 14 -1,740,608 -18.24% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Added to 7,362,197 964,006 0.13% 0.11% 15 +12,711 0.17% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 6,617,155 866,450 0.16% 0.26% 16 -5,990,628 -47.52% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 6,437,513 842,927 0.23% 0.18% 17 +488,206 8.21% Q1 2026 Apr 30, 2026
Legal & General Group Plc History Reduced 6,174,653 808,509 0.19% 0.16% 18 -7,357 -0.12% Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Added to 5,363,892 702,347 0.08% 0.06% 19 +1,060,049 24.63% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 4,910,491 642,979 0.12% 0.1% 20 -37,473 -0.76% Q1 2026 May 05, 2026
Invesco Ltd. History Added to 4,830,084 632,451 0.1% 0.08% 21 +167,324 3.59% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,786,720 627,623 0.19% 0.19% 22 -341,970 -6.67% Q1 2026 May 14, 2026
Capital Research Global Investors History Reduced 4,485,760 587,365 0.09% 0.11% 23 -556,163 -11.03% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 4,377,116 573,139 0.15% 24 +4,377,116 New Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 4,036,727 531,677 0.03% 0.03% 25 +595,828 17.32% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 3,983,128 521,550 0.11% 0.1% 26 -35,349 -0.88% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 3,886,189 508,857 0.1% 0.08% 27 +125,790 3.35% Q1 2026 May 11, 2026
FEDERATED HERMES, INC. History Added to 3,817,183 499,821 0.81% 0.71% 28 +183,979 5.06% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Added to 3,651,277 478,098 0.08% 0.05% 29 +765,668 26.53% Q1 2026 May 15, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 3,569,308 467,365 0.37% 0.33% 30 0 0.0% Q1 2026 May 13, 2026
UBS Group AG History Reduced 3,558,266 465,919 0.07% 0.09% 31 -998,740 -21.92% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,291,616 431,004 0.22% 0.18% 32 +174,006 5.58% Q1 2026 May 15, 2026
Capital Wealth Planning, LLC History Added to 2,740,814 358,882 1.98% 2.03% 33 +62,118 2.32% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 2,735,816 358,226 0.17% 0.0% 34 +2,684,721 5254.37% Q1 2026 May 18, 2026
MACKENZIE FINANCIAL CORP History Added to 2,697,624 353,226 0.42% 0.36% 35 +92,888 3.57% Q1 2026 May 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 2,663,985 348,822 0.86% 0.7% 36 +132,804 5.25% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 2,635,465 345,087 0.08% 0.06% 37 +557,874 26.85% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,621,662 343,280 0.09% 0.09% 38 +108,845 4.33% Q1 2026 May 04, 2026
LPL Financial LLC History Added to 2,481,110 324,876 0.09% 0.08% 39 +119,058 5.04% Q1 2026 May 06, 2026
Swiss National Bank History Added to 2,282,341 298,849 0.17% 0.15% 40 +151,400 7.1% Q1 2026 May 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,092,284 273,978 0.06% 0.05% 41 +58,967 2.9% Q1 2026 May 07, 2026
National Pension Service History Added to 2,087,169 273,293 0.21% 0.18% 42 +29,178 1.42% Q1 2026 May 11, 2026
Amundi History Reduced 1,945,496 254,743 0.07% 0.08% 43 -716,964 -26.93% Q1 2026 May 15, 2026
Cullen Capital Management, LLC History Added to 1,921,458 251,595 2.58% 2.44% 44 +14,741 0.77% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 1,884,247 246,723 0.15% 0.14% 45 -184,066 -8.9% Q1 2026 May 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,882,190 246,453 0.03% 0.03% 46 -303,460 -13.88% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,840,222 240,629 0.25% 0.15% 47 +500,916 37.4% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Reduced 1,799,308 235,601 0.08% 0.08% 48 -248,534 -12.14% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Added to 1,776,567 232,623 0.03% 0.01% 49 +1,055,108 146.25% Q1 2026 May 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,767,941 231,494 0.16% 0.13% 50 +114,001 6.89% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 1,761,945 230,709 0.12% 51 +1,761,945 New Q1 2026 May 08, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,758,086 230,203 0.15% 0.13% 52 -117,497 -6.26% Q1 2026 Apr 30, 2026
COHEN & STEERS, INC. History Reduced 1,614,973 211,465 0.37% 0.36% 53 -96,472 -5.64% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,610,470 209,437 0.1% 0.07% 54 +635,924 65.25% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 1,584,716 207,502 0.33% 0.4% 55 -423,315 -21.08% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 1,520,734 199,124 0.07% 0.06% 56 +38,929 2.63% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 1,459,784 191,144 0.17% 57 +1,459,784 New Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Reduced 1,452,096 190,066 0.1% 0.11% 58 -217,228 -13.01% Q1 2026 Apr 30, 2026
Ensign Peak Advisors, Inc History Reduced 1,430,050 187,250 0.35% 0.35% 59 -271,472 -15.95% Q1 2026 May 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 1,380,385 180,747 0.92% 0.87% 60 -80,931 -5.54% Q1 2026 May 01, 2026
Russell Investments Group, Ltd. History Reduced 1,367,256 179,034 0.19% 0.18% 61 -25,224 -1.81% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,253,147 178,359 0.09% 0.04% 62 +601,185 92.21% Q1 2026 May 12, 2026
Empower Advisory Group, LLC History Added to 1,358,766 177,916 0.46% 0.41% 63 +63,576 4.91% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,346,043 176,250 0.11% 0.08% 64 +362,306 36.83% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,339,289 175,368 0.02% 0.02% 65 -22,782 -1.67% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,337,999 175,198 0.33% 0.27% 66 +20,565 1.56% Q1 2026 May 01, 2026
RHUMBLINE ADVISERS History Added to 1,273,273 166,725 0.14% 0.12% 67 +948 0.07% Q1 2026 May 12, 2026
OMERS ADMINISTRATION Corp History Added to 1,215,832 159,201 1.02% 1.01% 68 +8,329 0.69% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 1,203,761 157,620 0.07% 0.08% 69 -254,697 -17.46% Q1 2026 May 11, 2026
BESSEMER GROUP INC History Added to 1,200,569 157,202 0.25% 0.21% 70 +17,355 1.47% Q1 2026 May 06, 2026
Focus Partners Wealth History Added to 1,147,807 150,276 0.17% 0.14% 71 +125,811 12.31% Q1 2026 May 14, 2026
Mariner, LLC History Reduced 1,123,879 147,168 0.17% 0.16% 72 -35,615 -3.07% Q1 2026 May 13, 2026
Sarasin & Partners LLP History New 1,112,513 145,672 1.78% 73 +1,112,513 New Q1 2026 Apr 13, 2026
Energy Income Partners, LLC History Reduced 1,038,588 135,992 2.19% 2.36% 74 -72,405 -6.52% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,028,960 134,732 0.07% 0.06% 75 -17,583 -1.68% Q1 2026 May 04, 2026
AMERIPRISE FINANCIAL INC History Added to 975,656 127,810 0.03% 0.02% 76 +44,804 4.81% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 960,771 125,803 0.17% 0.15% 77 +82,641 9.41% Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 901,695 118,067 0.12% 0.11% 78 -28,926 -3.11% Q1 2026 May 15, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 896,997 117,452 1.22% 1.19% 79 +217 0.02% Q1 2026 Apr 28, 2026
Assenagon Asset Management S.A. History Added to 894,066 117,069 0.18% 0.05% 80 +578,843 183.63% Q1 2026 Apr 20, 2026
MARSHALL WACE, LLP History Added to 892,169 116,820 0.12% 0.0% 81 +887,844 20528.18% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 870,441 113,975 0.1% 0.09% 82 -35,118 -3.88% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Added to 855,608 112,033 0.93% 0.79% 83 +27,507 3.32% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 817,358 107,025 0.18% 0.15% 84 -16,545 -1.98% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 808,403 105,852 0.1% 0.09% 85 -4,493 -0.55% Q1 2026 May 12, 2026
CINCINNATI INSURANCE CO History No change 794,816 104,073 1.57% 1.42% 86 0 0.0% Q1 2026 May 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 780,485 102,196 0.07% 0.04% 87 +203,215 35.2% Q1 2026 May 15, 2026
ANTIPODES PARTNERS Ltd History Added to 777,530 101,809 1.96% 1.9% 88 +6,558 0.85% Q1 2026 May 05, 2026
FIRST TRUST ADVISORS LP History Reduced 768,677 100,650 0.07% 0.09% 89 -283,264 -26.93% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 858,074 100,574 0.03% 0.03% 90 +5,755 0.68% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 760,236 99,545 0.11% 0.1% 91 -25,396 -3.23% Q1 2026 May 05, 2026
Vanguard Investments Australia, Ltd. History New 755,734 98,955 0.29% 92 +755,734 New Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 748,776 98,044 0.14% 0.12% 93 +3,600 0.48% Q1 2026 May 06, 2026
Clark Capital Management Group, Inc. History Added to 743,226 97,317 0.6% 0.53% 94 +7,828 1.06% Q1 2026 May 15, 2026
FIL Ltd History Added to 731,702 95,809 0.07% 0.06% 95 +96,411 15.18% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 725,882 95,046 0.17% 0.18% 96 +246,598 51.45% Q1 2026 May 01, 2026
TRUIST FINANCIAL CORP History Reduced 720,319 94,318 0.13% 0.11% 97 -1,519 -0.21% Q1 2026 Apr 27, 2026
Squarepoint Ops LLC History Added to 717,984 94,012 0.11% 0.02% 98 +542,061 308.12% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 706,338 92,487 0.14% 0.11% 99 +89,983 14.6% Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 689,224 90,246 0.1% 0.08% 100 +28,362 4.29% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 688,342 90,066 0.05% 0.04% 101 +17,836 2.66% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Added to 674,148 88,272 0.07% 0.02% 102 +536,649 390.29% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 671,630 87,943 0.16% 0.14% 103 -18,831 -2.73% Q1 2026 May 08, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 662,844 86,792 0.14% 0.05% 104 +406,102 158.18% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 649,924 85,101 0.17% 0.14% 105 +39,659 6.5% Q1 2026 Apr 27, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 636,800 83,872 0.07% 0.06% 106 -74,517 -10.48% Q1 2026 May 14, 2026
Treasurer of the State of North Carolina History Added to 626,213 81,996 0.26% 0.22% 107 +35,626 6.03% Q1 2026 May 14, 2026
Advisors Capital Management, LLC History Added to 602,263 78,860 0.92% 0.79% 108 +30,428 5.32% Q1 2026 May 01, 2026
Quantinno Capital Management LP History Added to 592,879 77,631 0.13% 0.08% 109 +234,139 65.27% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 579,205 75,840 0.07% 0.06% 110 +25,445 4.59% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 571,832 74,801 0.11% 0.08% 111 +128,383 28.95% Q1 2026 May 15, 2026
Korea Investment CORP History Reduced 567,547 74,314 0.15% 0.16% 112 -118,746 -17.3% Q1 2026 May 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 579,699 73,882 0.94% 0.91% 113 -12,972 -2.19% Q1 2026 May 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 563,353 73,658 0.03% 0.05% 114 -264,628 -31.96% Q1 2026 May 15, 2026
MILFORD FUNDS LTD History Reduced 553,293 72,448 1.52% 1.92% 115 -282,000 -33.76% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 532,024 69,663 0.1% 0.09% 116 -21,164 -3.83% Q1 2026 Apr 27, 2026
MACQUARIE GROUP LTD History Reduced 528,355 69,182 0.41% 0.28% 117 -8,950 -1.67% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 509,002 66,170 0.06% 0.05% 118 +981 0.19% Q1 2026 May 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 501,859 65,840 0.2% 0.16% 119 -4,032 -0.8% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Reduced 495,934 64,938 0.07% 0.13% 120 -344,972 -41.02% Q1 2026 Apr 16, 2026
APG Asset Management N.V. History Reduced 570,956 64,885 0.21% 0.17% 121 -14,039 -2.4% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 584,863 64,795 0.13% 0.12% 122 -150,217 -20.44% Q1 2026 Apr 08, 2026
Gotham Asset Management, LLC History Reduced 493,731 64,649 0.2% 0.24% 123 -67,491 -12.03% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 490,502 64,227 0.11% 0.1% 124 +28,028 6.06% Q1 2026 May 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 489,935 64,152 0.35% 0.29% 125 +19,987 4.25% Q1 2026 Apr 22, 2026
CANADA LIFE ASSURANCE Co History Added to 481,046 63,175 0.11% 0.1% 126 +9,968 2.12% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 460,063 60,240 0.14% 0.07% 127 +243,716 112.65% Q1 2026 May 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 513,905 60,234 0.36% 0.36% 128 0 0.0% Q4 2025 Feb 04, 2026
Pictet Asset Management Holding SA History Reduced 446,823 58,511 0.06% 0.05% 129 -23,065 -4.91% Q1 2026 Apr 22, 2026
Creative Planning History Added to 443,982 58,135 0.04% 0.03% 130 +76,064 20.67% Q1 2026 May 12, 2026
Cerity Partners LLC History Added to 440,326 57,655 0.08% 0.06% 131 +78,352 21.65% Q1 2026 May 15, 2026
Zimmer Partners, LP History Reduced 437,929 57,342 1.38% 1.99% 132 -205,000 -31.89% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 433,397 56,749 0.07% 0.06% 133 +9,398 2.22% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 427,442 55,969 0.13% 0.11% 134 +13,712 3.31% Q1 2026 May 15, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 424,799 55,623 1.18% 1.07% 135 +3,729 0.89% Q1 2026 May 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 422,053 55,263 0.12% 0.09% 136 +47,740 12.75% Q1 2026 May 15, 2026
Aberdeen Group plc History Reduced 413,010 54,079 0.09% 0.08% 137 -32,771 -7.35% Q1 2026 Apr 29, 2026
Allspring Global Investments Holdings, LLC History Reduced 407,080 53,286 0.09% 0.08% 138 -4,149 -1.01% Q1 2026 May 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 406,142 53,180 0.19% 0.16% 139 +14,381 3.67% Q1 2026 Apr 24, 2026
Magellan Asset Management Ltd History Added to 402,505 52,704 0.68% 0.48% 140 +66,226 19.69% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 399,585 52,321 0.37% 0.32% 141 +39,756 11.05% Q1 2026 Apr 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 394,908 51,713 0.05% 0.04% 142 +30,280 8.3% Q1 2026 May 14, 2026
Investment Management Corp of Ontario History Added to 392,800 51,433 0.66% 0.12% 143 +318,339 427.52% Q1 2026 May 15, 2026
CIBC Asset Management Inc History Added to 387,544 50,742 0.12% 0.11% 144 +6,908 1.81% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 386,816 50,649 0.15% 0.13% 145 -11,267 -2.83% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 383,697 50,241 0.14% 0.12% 146 -49,020 -11.33% Q1 2026 May 04, 2026
OLD REPUBLIC INTERNATIONAL CORP History No change 383,196 50,176 1.99% 1.81% 147 0 0.0% Q1 2026 Apr 27, 2026
Brandywine Global Investment Management, LLC History No change 426,984 50,046 0.34% 0.34% 148 0 0.0% Q4 2025 Feb 11, 2026
EDGAR LOMAX CO/VA History Added to 375,886 49,218 3.51% 2.47% 149 +98,725 35.62% Q1 2026 May 12, 2026
Epoch Investment Partners, Inc. History Reduced 374,011 48,973 0.3% 0.27% 150 -26,744 -6.67% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Added to 371,527 48,647 0.04% 0.03% 151 +11,003 3.05% Q1 2026 May 11, 2026
Asset Management One Co., Ltd. History Reduced 370,540 48,518 0.14% 0.12% 152 -5,314 -1.41% Q1 2026 May 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 359,563 47,081 0.12% 0.11% 153 +13,768 3.98% Q1 2026 Apr 30, 2026
M&T BANK CORP History Reduced 354,905 46,472 0.16% 0.14% 154 -9,224 -2.53% Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Added to 345,684 45,315 0.57% 0.45% 155 +38,505 12.54% Q1 2026 Apr 28, 2026
US BANCORP \DE\ History Reduced 345,167 45,196 0.05% 0.05% 156 -1,446 -0.42% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 341,523 44,718 0.06% 157 +341,523 New Q1 2026 May 12, 2026
Yaupon Capital Management LP History Reduced 337,728 44,222 1.38% 1.88% 158 -106,235 -23.93% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Reduced 335,876 43,979 0.34% 0.29% 159 -7,934 -2.31% Q1 2026 May 15, 2026
COMMERCE BANK History Added to 331,827 43,449 0.21% 0.15% 160 +99,057 42.56% Q1 2026 May 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 328,910 43,067 0.74% 0.63% 161 +5,703 1.76% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 325,823 42,663 0.14% 0.12% 162 +1,536 0.47% Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 321,954 42,157 0.03% 0.03% 163 +12,066 3.89% Q1 2026 May 15, 2026
Resona Asset Management Co.,Ltd. History Added to 317,710 41,634 0.21% 0.18% 164 +5,060 1.62% Q1 2026 Apr 29, 2026
GABELLI FUNDS LLC History Reduced 313,650 41,069 0.28% 0.25% 165 -200 -0.06% Q1 2026 May 14, 2026
Mn Services Vermogensbeheer B.V. History Reduced 300,006 39,283 0.26% 0.22% 166 -3,300 -1.09% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 299,165 39,172 0.1% 0.09% 167 +7,067 2.42% Q1 2026 May 11, 2026
Corient Private Wealth LLC History Reduced 296,553 38,685 0.06% 0.05% 168 -342,830 -53.62% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 292,328 38,277 0.16% 0.09% 169 +80,618 38.08% Q1 2026 Apr 30, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 285,943 37,238 0.06% 0.05% 170 +29,506 11.51% Q1 2026 May 11, 2026
Swiss Life Asset Management Ltd History Added to 188,486 36,664 0.18% 0.05% 171 +111,134 143.67% Q1 2026 May 14, 2026
Vestcor Inc History Added to 279,762 36,632 1.01% 0.62% 172 +95,344 51.7% Q1 2026 May 12, 2026
State of Tennessee, Department of Treasury History No change 270,654 35,439 0.12% 0.11% 173 0 0.0% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 270,288 35,391 0.06% 0.05% 174 +37,199 15.96% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Reduced 267,177 34,984 0.13% 0.11% 175 -514 -0.19% Q1 2026 May 05, 2026
Heritage Wealth Advisors History Reduced 257,736 33,747 1.32% 1.45% 176 -66,227 -20.44% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Reduced 254,901 33,376 0.02% 0.02% 177 -5,502 -2.11% Q1 2026 May 06, 2026
D.A. DAVIDSON & CO. History Added to 254,101 33,272 0.2% 0.18% 178 +4,006 1.6% Q1 2026 May 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 253,939 33,250 0.33% 0.26% 179 +6,547 2.65% Q1 2026 May 08, 2026
HUNTINGTON NATIONAL BANK History Added to 246,577 32,286 0.18% 0.17% 180 +9,119 3.84% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Reduced 245,741 32,177 0.05% 0.05% 181 -31,080 -11.23% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 245,420 32,172 0.02% 0.03% 182 -65,711 -21.12% Q1 2026 May 14, 2026
Pinnacle Financial Partners, Inc. History Added to 245,387 32,132 0.25% 0.19% 183 +27,743 12.75% Q1 2026 May 14, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Reduced 243,944 31,942 2.09% 1.88% 184 -526 -0.22% Q1 2026 Apr 28, 2026
Illinois Municipal Retirement Fund History Reduced 239,990 31,424 0.4% 0.43% 185 -54,166 -18.41% Q1 2026 May 05, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 238,383 31,204 0.04% 0.02% 186 +152,111 176.32% Q1 2026 May 13, 2026
DAVENPORT & Co LLC History Added to 232,880 30,494 0.17% 0.14% 187 +6,786 3.0% Q1 2026 Apr 15, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 232,670 30,465 1.12% 1.5% 188 -150,380 -39.26% Q1 2026 May 06, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 232,015 30,380 3.13% 3.07% 189 +27,012 13.18% Q1 2026 May 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 230,113 30,130 0.05% 190 +230,113 New Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 229,238 30,016 0.12% 0.11% 191 -19,214 -7.73% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 225,404 29,514 0.04% 0.04% 192 +8,897 4.11% Q1 2026 May 15, 2026
IFM Investors Pty Ltd History Added to 224,461 29,390 0.25% 0.18% 193 +37,036 19.76% Q1 2026 Apr 23, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 221,194 28,963 0.09% 0.08% 194 +23,154 11.69% Q1 2026 May 13, 2026
CSM Advisors, LLC History Reduced 218,853 28,653 0.7% 0.71% 195 -2,869 -1.29% Q1 2026 May 15, 2026
COMERICA BANK History No change 243,139 28,498 0.11% 0.11% 196 0 0.0% Q4 2025 Jan 29, 2026
Thomasville National Bank History No change 239,983 28,128 1.74% 1.74% 197 0 0.0% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 214,516 28,088 0.22% 0.18% 198 -1,923 -0.89% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Added to 213,324 27,932 0.15% 0.14% 199 +1,633 0.77% Q1 2026 May 05, 2026
Arizona State Retirement System History Reduced 213,065 27,898 0.16% 0.14% 200 -6,033 -2.75% Q1 2026 May 01, 2026
&PARTNERS History Added to 215,728 27,873 0.14% 0.12% 201 +14,463 7.19% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 208,291 27,733 0.05% 0.04% 202 0 0.0% Q1 2026 May 07, 2026
Czech National Bank History Added to 211,793 27,732 0.18% 0.16% 203 +6,740 3.29% Q1 2026 Apr 13, 2026
HANCOCK WHITNEY CORP History Reduced 211,379 27,670 0.48% 0.45% 204 -1,902 -0.89% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 210,438 27,554 0.15% 0.06% 205 +62,676 42.42% Q1 2026 Apr 29, 2026
CWM, LLC History Reduced 209,645 27,450 0.07% 0.07% 206 -4,853 -2.26% Q1 2026 May 14, 2026
CapWealth Advisors, LLC History Reduced 209,080 27,376 2.03% 1.68% 207 -816 -0.39% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Added to 205,462 26,903 0.1% 0.09% 208 +24,670 13.65% Q1 2026 Apr 30, 2026
GODSEY & GIBB, INC History Added to 203,839 26,690 2.32% 2.14% 209 +501 0.25% Q1 2026 Apr 20, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 203,136 26,598 0.14% 0.12% 210 -500 -0.25% Q1 2026 May 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 202,051 26,456 0.13% 0.12% 211 +16,913 9.14% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 225,280 26,405 0.04% 0.04% 212 0 0.0% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 201,462 26,379 0.08% 0.08% 213 +452 0.22% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Added to 199,431 26,113 0.13% 0.12% 214 +5,444 2.81% Q1 2026 May 08, 2026
Arbejdsmarkedets Tillaegspension History Reduced 198,906 26,044 0.65% 0.6% 215 -2,925 -1.45% Q1 2026 May 04, 2026
Eurizon Capital SGR S.p.A. History Added to 198,357 26,014 0.08% 0.06% 216 +28,469 16.76% Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 195,845 25,648 0.03% 0.03% 217 +30,821 18.68% Q1 2026 May 15, 2026
Stack Financial Management, Inc History Added to 190,154 24,898 1.83% 1.68% 218 +1,842 0.98% Q1 2026 May 04, 2026
PAYDEN & RYGEL History No change 189,690 24,838 1.91% 1.54% 219 0 0.0% Q1 2026 May 12, 2026
OSSIAM History Added to 189,517 24,815 0.44% 0.0% 220 +187,448 9059.84% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History Added to 188,498 24,681 0.09% 0.05% 221 +51,994 38.09% Q1 2026 May 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 183,947 24,086 0.51% 0.24% 222 +85,785 87.39% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 182,673 23,919 0.1% 0.09% 223 +3,269 1.82% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 181,710 23,793 0.12% 0.11% 224 -4,717 -2.53% Q1 2026 May 14, 2026
Bollard Group LLC History Reduced 177,644 23,260 0.69% 0.55% 225 -9,363 -5.01% Q1 2026 May 14, 2026
UMB Bank, n.a. History Reduced 176,924 23,166 0.32% 0.28% 226 -4,774 -2.63% Q1 2026 May 11, 2026
Calamos Advisors LLC History Added to 176,619 23,126 0.08% 0.08% 227 +4,934 2.87% Q1 2026 May 04, 2026
WESBANCO BANK INC History Reduced 173,489 22,716 0.63% 0.57% 228 -3,451 -1.95% Q1 2026 Apr 21, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 172,049 22,528 0.01% 0.01% 229 -3,422 -1.95% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 171,565 22,464 0.05% 0.04% 230 0 0.0% Q1 2026 May 01, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 170,406 22,312 0.1% 0.09% 231 -96,271 -36.1% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 170,388 22,310 0.25% 0.24% 232 +860 0.51% Q1 2026 Apr 23, 2026
Walleye Trading LLC History Reduced 169,100 22,141 0.04% 0.03% 233 -30,600 -15.32% Q1 2026 May 08, 2026
BOKF, NA History Reduced 168,469 22,059 0.34% 0.31% 234 -3,351 -1.95% Q1 2026 May 08, 2026
Aventail Capital Group, LP History Added to 167,929 21,988 1.05% 0.69% 235 +65,482 63.92% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 167,500 21,932 0.03% 0.02% 236 -6,700 -3.85% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 167,059 21,874 0.23% 0.2% 237 +16,158 10.71% Q1 2026 Apr 27, 2026
STRS OHIO History Reduced 166,020 21,738 0.09% 0.09% 238 -45,274 -21.43% Q1 2026 Apr 24, 2026
Retirement Systems of Alabama History Reduced 165,144 21,623 0.07% 0.06% 239 -291 -0.18% Q1 2026 Apr 24, 2026
Wealthfront Advisers LLC History Added to 162,446 21,270 0.05% 0.04% 240 +8,604 5.59% Q1 2026 May 05, 2026
Willis Investment Counsel History No change 160,282 20,987 1.15% 0.97% 241 0 0.0% Q1 2026 May 05, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 158,167 20,710 1.28% 1.14% 242 +2,737 1.76% Q1 2026 May 05, 2026
Clarity Financial LLC History Reduced 157,710 20,650 2.25% 2.07% 243 -33,428 -17.49% Q1 2026 May 01, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 156,019 20,429 0.01% 0.04% 244 +23,489 17.72% Q1 2026 May 04, 2026
Laurel Wealth Advisors LLC History Added to 163,709 20,327 2.01% 2.38% 245 +10,423 6.8% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Reduced 153,564 20,107 0.17% 0.14% 246 -9,450 -5.8% Q1 2026 May 13, 2026
Woodline Partners LP History Added to 152,319 19,944 0.08% 0.06% 247 +19,637 14.8% Q1 2026 May 15, 2026
XTX Topco Ltd History New 150,199 19,667 0.34% 248 +150,199 New Q1 2026 May 15, 2026
Canal Insurance CO History No change 150,166 19,663 4.22% 4.27% 249 0 0.0% Q1 2026 May 04, 2026
FORSTA AP-FONDEN History No change 167,300 19,609 0.12% 0.12% 250 0 0.0% Q4 2025 Feb 10, 2026
AMALGAMATED BANK History Added to 148,784 19,482 0.15% 0.12% 251 +4,814 3.34% Q1 2026 May 08, 2026
ARS Wealth Advisors Group, LLC History Added to 148,064 19,387 1.64% 1.54% 252 +1,842 1.26% Q1 2026 Apr 15, 2026
iA Global Asset Management Inc. History Added to 147,797 19,353 0.27% 0.15% 253 +45,879 45.02% Q1 2026 Apr 23, 2026
Bruce & Co., Inc. History Reduced 145,816 19,093 5.46% 5.66% 254 -10,000 -6.42% Q1 2026 May 14, 2026
Robeco Institutional Asset Management B.V. History Reduced 144,545 18,926 0.03% 0.05% 255 -154,056 -51.59% Q1 2026 Apr 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 143,033 18,728 0.01% 0.01% 256 +9,050 6.75% Q1 2026 May 07, 2026
XPONANCE LLC History Added to 141,630 18,545 0.13% 0.11% 257 +18,290 14.83% Q1 2026 May 13, 2026
ASSETMARK, INC History Added to 141,471 18,524 0.04% 0.03% 258 +17,802 14.39% Q1 2026 May 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 136,075 17,817 0.17% 0.14% 259 +12,594 10.2% Q1 2026 May 14, 2026
Colonial Trust Advisors History Reduced 135,013 17,678 1.37% 1.21% 260 -2,056 -1.5% Q1 2026 May 12, 2026
FAYEZ SAROFIM & CO History Reduced 134,864 17,659 0.05% 0.04% 261 -2,275 -1.66% Q1 2026 May 15, 2026
TIAA Wealth Investment Management LLC History New 134,504 17,612 0.13% 262 +134,504 New Q1 2026 May 12, 2026
Midwest Trust Co History Reduced 132,749 17,382 0.22% 0.2% 263 -2,342 -1.73% Q1 2026 May 01, 2026
NOMURA HOLDINGS INC History Added to 132,589 17,361 0.05% 0.0% 264 +107,489 428.24% Q1 2026 May 15, 2026
CWA Asset Management Group, LLC History Reduced 130,986 17,151 0.58% 0.57% 265 -3,135 -2.34% Q1 2026 Apr 20, 2026
TUDOR INVESTMENT CORP ET AL History Added to 130,100 17,035 0.03% 0.03% 266 +2,300 1.8% Q1 2026 May 15, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 129,880 17,006 0.49% 0.42% 267 -9,793 -7.01% Q1 2026 May 14, 2026
USS Investment Management Ltd History Added to 128,951 16,883 0.07% 0.07% 268 +4,660 3.75% Q1 2026 Apr 24, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 127,571 16,704 0.12% 0.15% 269 -63,617 -33.27% Q1 2026 May 15, 2026
CADINHA & CO LLC History Added to 126,849 16,609 3.09% 2.28% 270 +637 0.5% Q1 2026 May 11, 2026
Utah Retirement Systems History Reduced 126,484 16,561 0.17% 0.14% 271 -1,973 -1.54% Q1 2026 May 15, 2026
Randolph Co Inc History Added to 126,039 16,503 1.58% 1.39% 272 +2,099 1.69% Q1 2026 Apr 24, 2026
BECK MACK & OLIVER LLC History Added to 125,105 16,381 0.34% 0.27% 273 +40 0.03% Q1 2026 May 12, 2026
Guardian Partners Inc. History Reduced 124,370 16,328 1.36% 1.22% 274 -994 -0.79% Q1 2026 May 15, 2026
Ilmarinen Mutual Pension Insurance Co History No change 124,500 16,302 0.13% 0.12% 275 0 0.0% Q1 2026 May 12, 2026
South Dakota Investment Council History Reduced 124,207 16,264 0.31% 0.28% 276 -734 -0.59% Q1 2026 May 18, 2026
United Capital Management of KS, Inc. History Added to 123,781 16,207 2.45% 1.92% 277 +7,002 6.0% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Added to 123,276 16,141 0.03% 0.0% 278 +103,868 535.18% Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 122,304 16,014 0.01% 0.0% 279 +93,103 318.83% Q1 2026 May 15, 2026
Oak Grove Capital LLC History Added to 120,150 15,732 1.33% 1.66% 280 +400 0.33% Q1 2026 May 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 119,816 15,688 0.13% 0.12% 281 +1,003 0.84% Q1 2026 Apr 29, 2026
Independent Advisor Alliance History Reduced 118,277 15,487 0.17% 0.39% 282 -19,346 -14.06% Q1 2026 May 12, 2026
Stonebridge Capital Advisors LLC History Added to 117,785 15,422 1.08% 0.96% 283 +20 0.02% Q1 2026 May 14, 2026
ProShare Advisors LLC History Reduced 117,650 15,405 0.02% 0.03% 284 -28,448 -19.47% Q1 2026 Apr 24, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 117,366 15,367 0.12% 0.11% 285 +1,854 1.61% Q1 2026 Apr 24, 2026
Rakuten Investment Management, Inc. History Added to 115,413 15,201 0.03% 0.04% 286 +13,114 12.82% Q1 2026 May 12, 2026
Brookstone Capital Management History Reduced 115,140 15,076 0.17% 0.16% 287 -2,878 -2.44% Q1 2026 Apr 16, 2026
BCWM, LLC History Added to 114,875 15,041 4.26% 3.93% 288 +2,769 2.47% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Reduced 114,229 14,957 0.03% 0.02% 289 -20,825 -15.42% Q1 2026 May 14, 2026
United Asset Strategies, Inc. History Added to 111,535 14,604 1.16% 0.99% 290 +2,200 2.01% Q1 2026 Apr 29, 2026
NEOS Investment Management LLC History Added to 111,138 14,552 0.07% 0.07% 291 +4,804 4.52% Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 110,275 14,439 0.36% 0.42% 292 -31,273 -22.09% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 109,980 14,400 0.11% 0.1% 293 +4,333 4.1% Q1 2026 May 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 108,065 14,150 0.12% 0.11% 294 +1,398 1.31% Q1 2026 May 07, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 107,179 14,034 0.08% 0.09% 295 -30,814 -22.33% Q1 2026 May 13, 2026
CCM INVESTMENT ADVISERS LLC History Added to 106,157 13,900 1.33% 1.16% 296 +2,455 2.37% Q1 2026 May 20, 2026
Bogart Wealth, LLC History Added to 105,762 13,848 0.53% 0.48% 297 +4,097 4.03% Q1 2026 Apr 28, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 105,616 13,829 1.02% 0.93% 298 -1,319 -1.23% Q1 2026 Apr 22, 2026
Pathstone Holdings, LLC History Reduced 102,355 13,402 0.05% 0.05% 299 -2,934 -2.79% Q1 2026 May 11, 2026
LOWE BROCKENBROUGH & CO INC History Added to 101,658 13,311 0.66% 0.57% 300 +2,095 2.1% Q1 2026 May 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 101,209 13,252 0.16% 0.14% 301 -2,789 -2.68% Q1 2026 Apr 24, 2026
Jefferies Financial Group Inc. History Reduced 101,031 13,229 0.09% 0.12% 302 -99,489 -49.62% Q1 2026 May 07, 2026
CIBC WORLD MARKETS CORP History No change 112,850 13,227 0.06% 0.06% 303 0 0.0% Q4 2025 Feb 12, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 99,722 13,057 0.07% 0.06% 304 +1,391 1.41% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 99,144 12,982 0.05% 0.04% 305 -20 -0.02% Q1 2026 May 14, 2026
HFR Wealth Management, LLC History New 97,721 12,795 3.14% 306 +97,721 New Q1 2026 May 04, 2026
Vinva Investment Management Ltd History Added to 96,784 12,747 0.16% 0.13% 307 +8,279 9.35% Q1 2026 May 13, 2026
SageGuard Financial Group, LLC History Added to 97,073 12,710 1.97% 1.81% 308 +223 0.23% Q1 2026 Apr 23, 2026
Oak Harvest Investment Services History Added to 96,970 12,697 1.33% 1.19% 309 +3,638 3.9% Q1 2026 Apr 22, 2026
FineMark National Bank & Trust History No change 107,286 12,575 0.39% 0.39% 310 0 0.0% Q4 2025 Feb 12, 2026
Azimuth Capital Investment Management LLC History Reduced 95,971 12,566 0.47% 0.49% 311 -20,227 -17.41% Q1 2026 May 12, 2026
NorthCrest Asset Manangement, LLC History Reduced 94,804 12,535 0.39% 0.44% 312 -75,256 -44.25% Q1 2026 Apr 08, 2026
HENNESSY ADVISORS INC History Reduced 94,887 12,424 0.45% 0.4% 313 -1,900 -1.96% Q1 2026 Apr 21, 2026
Biondo Investment Advisors, LLC History Added to 94,412 12,362 1.59% 1.33% 314 +821 0.88% Q1 2026 May 14, 2026
FIRST HORIZON CORP History Added to 93,643 12,261 0.51% 0.33% 315 +30,964 49.4% Q1 2026 Apr 30, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 92,861 12,159 0.13% 0.05% 316 +44,592 92.38% Q1 2026 Apr 16, 2026
BLAIR WILLIAM & CO/IL History Added to 92,529 12,115 0.03% 0.03% 317 +350 0.38% Q1 2026 May 08, 2026
J.W. COLE ADVISORS, INC. History Reduced 92,002 12,046 0.41% 0.25% 318 -569 -0.61% Q1 2026 Apr 23, 2026
Sterling Capital Management LLC History Added to 108,975 11,781 0.22% 0.08% 319 +47,844 78.26% Q1 2026 Apr 22, 2026
OPPENHEIMER & CO INC History Reduced 89,220 11,682 0.14% 0.23% 320 -50,588 -36.18% Q1 2026 Apr 23, 2026
TECTONIC ADVISORS LLC History Added to 89,195 11,679 0.62% 0.53% 321 +3,726 4.36% Q1 2026 Apr 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 89,120 11,669 0.15% 0.13% 322 +100 0.11% Q1 2026 Apr 29, 2026
TOWER BRIDGE ADVISORS History Added to 88,104 11,536 1.11% 0.92% 323 +10,055 12.88% Q1 2026 May 12, 2026
Private Advisor Group, LLC History Reduced 88,099 11,535 0.05% 0.05% 324 -1,402 -1.57% Q1 2026 Apr 24, 2026
Alphadyne Asset Management LP History New 88,037 11,527 0.2% 325 +88,037 New Q1 2026 May 15, 2026
SHELTON CAPITAL MANAGEMENT History Added to 87,830 11,500 0.25% 0.08% 326 +53,058 152.59% Q1 2026 May 15, 2026
Alley Investment Management Company, LLC History Reduced 87,144 11,410 1.39% 1.2% 327 -265 -0.3% Q1 2026 Apr 23, 2026
Qsemble Capital Management, LP History New 86,443 11,318 0.86% 328 +86,443 New Q1 2026 May 07, 2026
L & S Advisors Inc History New 85,899 11,247 1.41% 329 +85,899 New Q1 2026 May 11, 2026
Capital Investment Advisory Services, LLC History Added to 85,140 11,148 0.81% 0.68% 330 +2,958 3.6% Q1 2026 May 05, 2026
Cyndeo Wealth Partners, LLC History Added to 83,978 10,996 0.58% 0.39% 331 +21,814 35.09% Q1 2026 Apr 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 83,650 10,953 0.06% 332 +83,650 New Q1 2026 Apr 27, 2026
Allianz Asset Management GmbH History Added to 83,082 10,878 0.01% 0.01% 333 +4,046 5.12% Q1 2026 May 11, 2026
Metis Global Partners, LLC History Reduced 82,942 10,860 0.27% 0.23% 334 -1,334 -1.58% Q1 2026 May 07, 2026
Anchor Investment Management, LLC History Added to 82,941 10,860 0.91% 0.79% 335 +155 0.19% Q1 2026 May 01, 2026
HB Wealth Management, LLC History Reduced 82,846 10,847 0.07% 0.06% 336 -622 -0.75% Q1 2026 Apr 27, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 82,800 10,841 0.31% 0.28% 337 0 0.0% Q1 2026 May 08, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 82,699 10,828 0.12% 0.1% 338 -790 -0.95% Q1 2026 May 07, 2026
ROMANO BROTHERS AND COMPANY History Added to 82,122 10,753 1.22% 1.08% 339 +1,300 1.61% Q1 2026 Apr 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 82,049 10,743 0.17% 0.14% 340 +22,982 38.91% Q1 2026 May 15, 2026
TOMPKINS FINANCIAL CORP History Reduced 81,794 10,710 0.85% 0.76% 341 -1,440 -1.73% Q1 2026 Apr 09, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 80,861 10,587 1.93% 1.67% 342 +2,568 3.28% Q1 2026 May 01, 2026
BENJAMIN EDWARDS INC History Added to 80,566 10,548 0.1% 0.1% 343 +675 0.84% Q1 2026 May 12, 2026
Janney Capital Management LLC History No change 89,746 10,519 0.66% 0.66% 344 0 0.0% Q4 2025 Feb 11, 2026
Bell Bank History Added to 79,698 10,435 0.44% 0.39% 345 +2,157 2.78% Q1 2026 Apr 23, 2026
State of Alaska, Department of Revenue History Added to 78,667 10,300 0.11% 0.1% 346 +1,395 1.81% Q1 2026 Apr 20, 2026
ADVOCATE GROUP LLC History Added to 76,528 10,020 1.57% 1.42% 347 +1,458 1.94% Q1 2026 Apr 13, 2026
Florida Trust Wealth Management Co History Reduced 76,018 9,953 0.28% 0.25% 348 -726 -0.95% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 75,979 9,948 0.13% 0.08% 349 +26,671 54.09% Q1 2026 May 15, 2026
Strategic Wealth Investment Group, LLC History Added to 75,849 9,931 1.26% 1.07% 350 +1,279 1.72% Q1 2026 May 11, 2026
Linscomb Wealth, Inc. History Reduced 75,532 9,890 0.44% 0.45% 351 -16,575 -18.0% Q1 2026 May 11, 2026
Visionary Wealth Advisors History Added to 75,042 9,825 0.43% 0.38% 352 +3,649 5.11% Q1 2026 May 13, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 73,930 9,680 0.2% 0.16% 353 +4,785 6.92% Q1 2026 May 07, 2026
CAMDEN NATIONAL BANK History Added to 72,926 9,548 1.29% 1.17% 354 +60 0.08% Q1 2026 May 04, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 72,700 9,519 0.02% 0.01% 355 +10,200 16.32% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 72,561 9,501 0.05% 0.03% 356 +33,112 83.94% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 81,012 9,495 0.05% 0.05% 357 0 0.0% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 72,456 9,487 0.12% 0.11% 358 -420 -0.58% Q1 2026 Apr 20, 2026
Union Bancaire Privee, UBP SA History Added to 67,106 9,482 0.13% 0.06% 359 +28,807 75.22% Q1 2026 Apr 22, 2026
ALLSTATE CORP History Added to 72,154 9,447 0.1% 0.09% 360 +13,057 22.09% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Reduced 71,298 9,335 0.01% 0.01% 361 -39,867 -35.86% Q1 2026 May 15, 2026
Prime Capital Investment Advisors, LLC History Added to 71,001 9,296 0.11% 0.05% 362 +36,222 104.15% Q1 2026 May 08, 2026
Kingsview Wealth Management, LLC History Added to 70,463 9,226 0.13% 0.11% 363 +8,155 13.09% Q1 2026 May 12, 2026
KBC Group NV History No change 70,369 9,214 0.02% 0.02% 364 0 0.0% Q1 2026 May 07, 2026
Concurrent Investment Advisors, LLC History Added to 68,916 9,023 0.1% 0.08% 365 +6,215 9.91% Q1 2026 Apr 20, 2026
Strategic Advisors LLC History Reduced 67,741 8,870 1.47% 1.24% 366 -73 -0.11% Q1 2026 May 14, 2026
Greenland Capital Management LP History Added to 67,739 8,869 1.13% 0.56% 367 +22,365 49.29% Q1 2026 May 15, 2026
Savant Capital, LLC History Added to 67,301 8,812 0.04% 0.04% 368 +5,578 9.04% Q1 2026 May 04, 2026
New Age Alpha Advisors, LLC History Reduced 67,121 8,788 0.41% 0.37% 369 -5,389 -7.43% Q1 2026 May 11, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 66,435 8,698 1.11% 1.02% 370 0 0.0% Q1 2026 May 15, 2026
CINCINNATI CASUALTY CO History No change 66,300 8,681 4.53% 3.94% 371 0 0.0% Q1 2026 May 11, 2026
AGF MANAGEMENT LTD History Reduced 66,036 8,646 0.04% 0.03% 372 -1,943 -2.86% Q1 2026 May 07, 2026
Capital Investment Advisors, LLC History Added to 65,063 8,519 0.12% 0.11% 373 +916 1.43% Q1 2026 Apr 17, 2026
Vident Advisory, LLC History Added to 64,965 8,506 0.07% 0.03% 374 +33,127 104.05% Q1 2026 May 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 64,869 8,494 0.15% 0.13% 375 +200 0.31% Q1 2026 May 11, 2026
Mediolanum International Funds Ltd History Reduced 63,852 8,409 0.09% 0.08% 376 -3,830 -5.66% Q1 2026 May 06, 2026
Northside Capital Management, LLC History Reduced 63,856 8,361 0.73% 0.69% 377 -4,296 -6.3% Q1 2026 Apr 10, 2026
WINDWARD CAPITAL MANAGEMENT CO /CA History Added to 63,572 8,324 0.68% 0.59% 378 +274 0.43% Q1 2026 May 13, 2026
Arkadios Wealth Advisors History Added to 63,447 8,307 0.14% 0.09% 379 +22,191 53.79% Q1 2026 May 18, 2026
GLOBALT Investments LLC / GA History Reduced 63,024 8,252 0.29% 0.28% 380 -2,471 -3.77% Q1 2026 May 15, 2026
Canada Post Corp Registered Pension Plan History Added to 62,973 8,245 0.33% 0.28% 381 +621 1.0% Q1 2026 May 12, 2026
Rafferty Asset Management, LLC History Reduced 62,937 8,240 0.03% 0.03% 382 -22,698 -26.51% Q1 2026 May 15, 2026
Argent Trust Co History Added to 62,918 8,238 0.28% 0.23% 383 +6,911 12.34% Q1 2026 May 13, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 62,160 8,139 1.86% 1.42% 384 +9,049 17.04% Q1 2026 Apr 16, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 62,124 8,134 0.6% 0.52% 385 +67 0.11% Q1 2026 Apr 13, 2026
WELCH & FORBES LLC History Reduced 61,947 8,111 0.1% 0.09% 386 -1,258 -1.99% Q1 2026 May 01, 2026
Lido Advisors, LLC History Added to 61,891 8,104 0.02% 0.02% 387 +5,021 8.83% Q1 2026 May 13, 2026
UniSuper Management Pty Ltd History Reduced 61,861 8,100 0.05% 0.04% 388 -1,280 -2.03% Q1 2026 May 11, 2026
WASHINGTON TRUST BANK History Reduced 61,857 8,099 0.6% 0.56% 389 -5,938 -8.76% Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 61,488 8,048 0.08% 0.07% 390 +7,627 14.16% Q1 2026 Apr 07, 2026
Greystone Financial Group, LLC History Reduced 61,347 8,032 2.27% 1.84% 391 -39,238 -39.01% Q1 2026 Apr 24, 2026
Merit Financial Group, LLC History Added to 60,826 7,964 0.06% 0.05% 392 +6,967 12.94% Q1 2026 Apr 15, 2026
Qube Research & Technologies Ltd History Reduced 60,771 7,957 0.01% 0.02% 393 -125,013 -67.29% Q1 2026 May 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 60,675 7,944 0.33% 0.28% 394 +1,315 2.22% Q1 2026 Apr 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 60,633 7,939 0.06% 0.05% 395 0 0.0% Q1 2026 May 04, 2026
CLOUGH CAPITAL PARTNERS L P History Added to 60,522 7,924 0.76% 0.56% 396 +7,170 13.44% Q1 2026 May 15, 2026
Founders Financial Alliance, LLC History Added to 60,115 7,871 1.42% 1.29% 397 +1,864 3.2% Q1 2026 May 11, 2026
Gulf International Bank (UK) Ltd History Added to 60,079 7,867 0.18% 0.15% 398 +21,072 54.02% Q1 2026 May 11, 2026
Reliant Investment Partners, LLC History Reduced 59,848 7,836 6.49% 5.75% 399 -2,631 -4.21% Q1 2026 May 11, 2026
Horizon Investments, LLC History Reduced 59,803 7,830 0.09% 0.09% 400 -3,849 -6.05% Q1 2026 May 14, 2026
PATTEN & PATTEN INC/TN History Added to 59,748 7,823 0.47% 0.4% 401 +1,557 2.68% Q1 2026 May 01, 2026
Smith Salley Wealth Management History Added to 59,401 7,777 0.39% 0.33% 402 +2,595 4.57% Q1 2026 Apr 16, 2026
LOOMIS SAYLES & CO L P History Reduced 59,373 7,774 0.01% 0.01% 403 -21,057 -26.18% Q1 2026 May 14, 2026
First PREMIER Bank History Reduced 58,996 7,725 1.78% 1.63% 404 -1,591 -2.63% Q1 2026 Apr 20, 2026
Pathway Financial Advisers, LLC History Added to 58,462 7,654 2.16% 1.95% 405 +1,080 1.88% Q1 2026 Apr 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 58,371 7,643 0.05% 0.04% 406 +2,751 4.95% Q1 2026 May 15, 2026
Colonial Trust Co / SC History Added to 58,241 7,626 1.04% 0.9% 407 +939 1.64% Q1 2026 May 12, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 57,987 7,592 0.42% 0.37% 408 +2,274 4.08% Q1 2026 Apr 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 57,825 7,571 0.35% 0.05% 409 +49,397 586.11% Q1 2026 Apr 15, 2026
Red Door Wealth Management, LLC History Added to 57,694 7,554 0.79% 0.69% 410 +903 1.59% Q1 2026 Apr 22, 2026
Prospera Financial Services Inc History Added to 57,658 7,552 0.12% 0.11% 411 +377 0.66% Q1 2026 Apr 14, 2026
Estabrook Capital Management History Reduced 57,433 7,520 1.1% 0.99% 412 -97 -0.17% Q1 2026 May 14, 2026
RWA WEALTH PARTNERS, LLC History Reduced 56,904 7,451 0.08% 0.08% 413 -2,040 -3.46% Q1 2026 May 13, 2026
Atria Investments, Inc History Reduced 56,745 7,430 0.08% 0.08% 414 -3,754 -6.21% Q1 2026 May 05, 2026
Canal Capital Management, LLC History Added to 56,520 7,400 1.0% 0.03% 415 +54,493 2688.36% Q1 2026 Apr 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 56,461 7,393 0.11% 0.1% 416 +1,520 2.77% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 62,821 7,363 0.13% 0.13% 417 0 0.0% Q4 2025 Feb 06, 2026
MEYER HANDELMAN CO History Reduced 55,830 7,310 0.23% 0.23% 418 -7,510 -11.86% Q1 2026 Apr 20, 2026
Calydon Capital History Added to 55,752 7,300 1.19% 1.08% 419 +1,250 2.29% Q1 2026 May 15, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Reduced 55,737 7,298 1.07% 1.1% 420 -7,580 -11.97% Q1 2026 Apr 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 55,535 7,271 0.2% 0.18% 421 +302 0.55% Q1 2026 Apr 23, 2026
BROWN ADVISORY INC History Added to 55,284 7,238 0.01% 0.01% 422 +442 0.81% Q1 2026 May 15, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 54,903 7,188 1.05% 0.34% 423 +34,539 169.61% Q1 2026 May 07, 2026
Vontobel Holding Ltd. History Reduced 54,799 7,175 0.02% 0.02% 424 -4,721 -7.93% Q1 2026 May 08, 2026
Sequoia Financial Advisors, LLC History Added to 54,765 7,170 0.04% 0.03% 425 +6,803 14.18% Q1 2026 Apr 30, 2026
Ellsworth Advisors, LLC History Added to 54,740 7,167 1.35% 1.22% 426 +2,815 5.42% Q1 2026 Apr 16, 2026
Csenge Advisory Group History Added to 54,626 7,152 0.33% 0.29% 427 +515 0.95% Q1 2026 Apr 30, 2026
BCM ADVISORS, LLC History Added to 56,095 7,149 1.41% 1.26% 428 +9 0.02% Q1 2026 May 05, 2026
Dynamic Advisor Solutions LLC History Added to 54,446 7,129 0.22% 0.12% 429 +23,770 77.49% Q1 2026 Apr 08, 2026
Caprock Group, LLC History Added to 54,158 7,091 0.17% 0.12% 430 +6,050 12.58% Q1 2026 May 11, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 53,538 7,010 0.85% 0.74% 431 +1,286 2.46% Q1 2026 Apr 27, 2026
Tidal Investments LLC History Added to 53,096 6,963 0.01% 0.01% 432 +27,042 103.79% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Added to 52,884 6,924 0.16% 0.15% 433 +2,223 4.39% Q1 2026 May 04, 2026
ProVise Management Group, LLC History Added to 52,740 6,905 0.5% 0.44% 434 +74 0.14% Q1 2026 May 06, 2026
Moors & Cabot, Inc. History Added to 52,610 6,888 0.29% 0.25% 435 +3,147 6.36% Q1 2026 May 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 52,408 6,862 0.08% 0.08% 436 -2,333 -4.26% Q1 2026 May 08, 2026
Stratos Wealth Partners, LTD. History Reduced 52,309 6,849 0.08% 0.07% 437 -1,999 -3.68% Q1 2026 Apr 28, 2026
CAPITAL & PLANNING, LLC History New 52,141 6,827 4.14% 438 +52,141 New Q1 2026 May 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 51,841 6,788 0.52% 0.42% 439 +2,435 4.93% Q1 2026 Apr 28, 2026
Empowered Funds, LLC History Added to 51,520 6,746 0.04% 0.09% 440 +8,583 19.99% Q1 2026 May 14, 2026
CHOREO, LLC History Added to 51,512 6,745 0.08% 0.08% 441 +1,063 2.11% Q1 2026 May 12, 2026
PRUDENTIAL PLC History No change 51,477 6,740 0.04% 0.05% 442 0 0.0% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 51,235 6,708 0.14% 0.13% 443 -354 -0.69% Q1 2026 Apr 27, 2026
Constitution Capital LLC History Added to 50,713 6,640 3.32% 2.08% 444 +13,275 35.46% Q1 2026 Apr 08, 2026
Edgestream Partners, L.P. History Reduced 50,316 6,588 0.22% 0.25% 445 -24,596 -32.83% Q1 2026 May 18, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 50,270 6,582 0.23% 0.15% 446 +14,725 41.43% Q1 2026 Apr 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 50,175 6,569 0.02% 0.02% 447 +5,914 13.36% Q1 2026 Apr 30, 2026
Family Legacy, Inc. History Reduced 50,079 6,557 1.97% 1.76% 448 -30 -0.06% Q1 2026 May 12, 2026
Centiva Capital, LP History Reduced 50,040 6,552 0.05% 0.29% 449 -249,960 -83.32% Q1 2026 May 14, 2026
Caption Management, LLC History Added to 50,000 6,547 0.04% 0.01% 450 +42,100 532.91% Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 49,843 6,526 0.03% 0.08% 451 -186,433 -78.9% Q1 2026 May 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 49,577 6,491 1.35% 1.22% 452 +309 0.63% Q1 2026 Apr 20, 2026
CREDIT AGRICOLE S A History Reduced 49,513 6,483 0.02% 0.04% 453 -105,271 -68.01% Q1 2026 May 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 49,193 6,441 0.35% 454 +49,193 New Q1 2026 May 15, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 49,072 6,425 0.9% 0.87% 455 -3,128 -5.99% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Added to 49,008 6,417 0.11% 0.09% 456 +2,234 4.78% Q1 2026 May 15, 2026
Providence Capital Advisors, LLC History Added to 48,923 6,405 1.05% 0.96% 457 +315 0.65% Q1 2026 May 14, 2026
NewSquare Capital LLC History Reduced 48,905 6,403 0.56% 0.51% 458 -142 -0.29% Q1 2026 May 08, 2026
Apollon Wealth Management, LLC History Added to 48,647 6,369 0.1% 0.09% 459 +4,121 9.26% Q1 2026 Apr 22, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 48,582 6,361 1.01% 0.77% 460 +6,295 14.89% Q1 2026 May 04, 2026
PHILADELPHIA TRUST CO History Added to 48,523 6,354 0.45% 0.38% 461 +1,792 3.83% Q1 2026 May 13, 2026
Sone Capital Management, LLC History Added to 48,438 6,342 0.53% 0.3% 462 +17,309 55.6% Q1 2026 May 15, 2026
Sciencast Management LP History Reduced 48,421 6,340 0.81% 0.81% 463 -1,603 -3.2% Q1 2026 May 13, 2026
Quadcap Wealth Management, LLC History Reduced 48,323 6,327 0.72% 0.65% 464 -165 -0.34% Q1 2026 May 15, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History New 48,292 6,323 3.29% 465 +48,292 New Q1 2026 May 05, 2026
Eliot Finkel Investment Counsel, LLC History Reduced 47,609 6,233 3.39% 3.42% 466 -30 -0.06% Q1 2026 Apr 27, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 47,597 6,232 0.36% 0.33% 467 -27 -0.06% Q1 2026 May 15, 2026
Richard C. Young & CO., LTD. History Added to 47,405 6,207 0.51% 0.48% 468 +1,366 2.97% Q1 2026 May 07, 2026
Capital Investment Counsel, LLC History New 47,089 6,165 0.84% 469 +47,089 New Q1 2026 Apr 23, 2026
MIZUHO SECURITIES USA LLC History Reduced 47,013 6,155 0.15% 0.12% 470 -9,611 -16.97% Q1 2026 May 11, 2026
Crossmark Global Holdings, Inc. History Reduced 46,858 6,135 0.09% 0.08% 471 -2,219 -4.52% Q1 2026 May 11, 2026
Chicago Partners Investment Group LLC History Added to 48,749 6,105 0.14% 0.13% 472 +2,287 4.92% Q1 2026 May 04, 2026
Clearstead Advisors, LLC History Added to 46,616 6,103 0.06% 0.07% 473 +1,207 2.66% Q1 2026 May 06, 2026
Regal Investment Advisors LLC History Added to 46,557 6,096 0.35% 0.32% 474 +1,150 2.53% Q1 2026 May 14, 2026
PEAK6 LLC History Added to 46,500 6,088 0.01% 0.01% 475 +12,600 37.17% Q1 2026 May 13, 2026
CENTRAL TRUST Co History Added to 46,284 6,060 0.12% 0.1% 476 +743 1.63% Q1 2026 Apr 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 46,035 6,027 0.09% 0.08% 477 +390 0.85% Q1 2026 May 12, 2026
STRATEGIC PLANNING GROUP, LLC History Reduced 45,807 5,998 0.84% 0.93% 478 -15,871 -25.73% Q1 2026 Apr 22, 2026
SVB WEALTH LLC History Added to 45,796 5,996 0.39% 0.18% 479 +19,468 73.94% Q1 2026 Apr 17, 2026
BOSTON RESEARCH & MANAGEMENT INC History Added to 45,712 5,985 1.42% 1.23% 480 +305 0.67% Q1 2026 Apr 10, 2026
Rice Partnership, LLC History Added to 45,386 5,942 0.81% 0.66% 481 +3,913 9.44% Q1 2026 May 07, 2026
SevenBridge Financial Group, LLC History Added to 47,049 5,892 0.92% 0.87% 482 +1,656 3.65% Q1 2026 Apr 23, 2026
Virtu Financial LLC History Added to 44,832 5,870 0.24% 0.02% 483 +40,316 892.74% Q1 2026 May 14, 2026
Stablepoint Partners, LLC History Added to 44,826 5,869 0.87% 0.75% 484 +3,751 9.13% Q1 2026 Apr 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 44,704 5,853 0.18% 0.17% 485 -1,195 -2.6% Q1 2026 May 11, 2026
STRATEGY ASSET MANAGERS LLC History Added to 44,623 5,842 0.96% 0.86% 486 +44 0.1% Q1 2026 May 12, 2026
Fideuram Asset Management (Ireland) dac History Added to 48,798 5,816 0.74% 0.1% 487 +37,969 350.62% Q1 2026 May 11, 2026
SouthState Bank Corp History Reduced 44,375 5,810 0.27% 0.24% 488 -1,185 -2.6% Q1 2026 May 05, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 44,298 5,800 0.18% 0.16% 489 -686 -1.52% Q1 2026 Apr 15, 2026
Sky Investment Group LLC History Added to 44,263 5,795 0.99% 0.85% 490 +150 0.34% Q1 2026 Apr 16, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 43,788 5,733 0.55% 0.02% 491 +42,008 2360.0% Q1 2026 Apr 22, 2026
Vest Financial, LLC History Added to 43,614 5,710 0.07% 0.06% 492 +4,543 11.63% Q1 2026 Apr 23, 2026
SHERMAN PORFOLIOS, LLC History New 43,603 5,709 0.44% 493 +43,603 New Q1 2026 May 13, 2026
Jackson Hole Capital Partners, LLC History Reduced 43,527 5,699 0.94% 0.87% 494 -39 -0.09% Q1 2026 May 08, 2026
one8zero8, LLC History Added to 43,441 5,688 1.27% 1.11% 495 +16 0.04% Q1 2026 May 07, 2026
Equitable Holdings, Inc. History Added to 46,958 5,662 0.04% 0.03% 496 +7,387 18.67% Q1 2026 May 15, 2026
Occidental Asset Management, LLC History Added to 43,166 5,652 0.67% 0.59% 497 +1,556 3.74% Q1 2026 Apr 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 42,879 5,614 0.36% 0.27% 498 -7,409 -14.73% Q1 2026 May 08, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 42,820 5,606 0.88% 0.78% 499 +1,198 2.88% Q1 2026 May 01, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 42,628 5,581 0.18% 0.16% 500 +1,102 2.65% Q1 2026 May 14, 2026
Covington Investment Advisors Inc. History Reduced 42,340 5,544 0.81% 0.74% 501 -3,940 -8.51% Q1 2026 May 12, 2026
Tufton Capital Management History Reduced 42,285 5,536 1.01% 0.87% 502 -357 -0.84% Q1 2026 May 12, 2026
IFP Advisors, Inc History Reduced 42,158 5,520 0.11% 0.12% 503 -2,778 -6.18% Q1 2026 Apr 13, 2026
World Investment Advisors History Reduced 42,018 5,501 0.09% 0.08% 504 -662 -1.55% Q1 2026 Apr 27, 2026
Iowa State Bank History Added to 41,858 5,480 1.01% 0.89% 505 +1,530 3.79% Q1 2026 Apr 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 41,757 5,467 0.29% 0.24% 506 -123 -0.29% Q1 2026 Apr 13, 2026
NIXON PEABODY TRUST CO History Added to 41,665 5,455 0.43% 0.36% 507 +878 2.15% Q1 2026 Apr 27, 2026
River Road Asset Management, LLC History Reduced 41,568 5,442 0.06% 0.06% 508 -4,053 -8.88% Q1 2026 Apr 30, 2026
Principle Wealth Partners LLC History Reduced 41,455 5,428 0.31% 0.27% 509 -159 -0.38% Q1 2026 May 07, 2026
WASATCH ADVISORS LP History No change 41,375 5,417 0.04% 0.03% 510 0 0.0% Q1 2026 Apr 21, 2026
MAI Capital Management History Reduced 40,976 5,365 0.03% 0.03% 511 -64 -0.16% Q1 2026 May 15, 2026
AE Wealth Management LLC History Reduced 40,966 5,363 0.03% 0.03% 512 -9,160 -18.27% Q1 2026 May 13, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History Added to 40,736 5,334 1.46% 1.1% 513 +5,689 16.23% Q1 2026 Apr 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 40,452 5,296 0.13% 0.11% 514 +2,337 6.13% Q1 2026 Apr 29, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 40,437 5,294 2.41% 2.38% 515 -1,262 -3.03% Q1 2026 May 06, 2026
Banque Cantonale Vaudoise History Added to 40,308 5,278 0.2% 0.16% 516 +2,123 5.56% Q1 2026 Apr 20, 2026
Hennion & Walsh Asset Management, Inc. History Added to 40,276 5,273 0.18% 0.15% 517 +3,833 10.52% Q1 2026 May 13, 2026
Aull & Monroe Investment Management Corp History Added to 40,059 5,245 2.44% 2.32% 518 +500 1.26% Q1 2026 Apr 21, 2026
Capula Management Ltd History Added to 40,005 5,238 0.04% 0.0% 519 +33,666 531.09% Q1 2026 May 14, 2026
HOLDERNESS INVESTMENTS CO History Added to 39,960 5,232 1.05% 0.94% 520 +455 1.15% Q1 2026 May 12, 2026
KKM Financial LLC History No change 44,627 5,230 0.93% 0.93% 521 0 0.0% Q1 2026 May 15, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History Added to 39,889 5,223 2.8% 2.71% 522 +359 0.91% Q1 2026 Apr 29, 2026
OneDigital Investment Advisors LLC History Reduced 39,768 5,207 0.05% 0.05% 523 -4,866 -10.9% Q1 2026 May 08, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 39,512 5,204 0.09% 0.09% 524 -7,320 -15.63% Q1 2026 May 15, 2026
Pegasus Asset Management, Inc. History Added to 39,693 5,197 1.66% 1.4% 525 +858 2.21% Q1 2026 Apr 20, 2026
Sigma Planning Corp History Added to 39,660 5,193 0.14% 0.12% 526 +1,560 4.09% Q1 2026 May 04, 2026
Louisiana State Employees Retirement System History Reduced 39,600 5,185 0.09% 0.08% 527 -100 -0.25% Q1 2026 Apr 20, 2026
Atlantic Union Bankshares Corp History Added to 39,563 5,180 0.1% 0.09% 528 +124 0.31% Q1 2026 May 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 39,538 5,177 0.04% 0.04% 529 -6,418 -13.97% Q1 2026 May 01, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 39,535 5,176 0.01% 0.01% 530 -5,740 -12.68% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Added to 39,446 5,165 0.1% 0.09% 531 +998 2.6% Q1 2026 May 14, 2026
Maryland State Retirement & Pension System History Added to 39,403 5,159 0.1% 0.09% 532 +793 2.05% Q1 2026 May 04, 2026
Fifth Third Wealth Advisors LLC History Added to 39,385 5,157 0.17% 0.08% 533 +19,093 94.09% Q1 2026 Apr 17, 2026
Seven Springs Wealth Group, LLC History Added to 39,200 5,132 1.19% 1.25% 534 +1,926 5.17% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 38,954 5,100 0.18% 0.16% 535 +150 0.39% Q1 2026 May 13, 2026
Turtle Creek Wealth Advisors, LLC History Added to 38,790 5,079 0.38% 0.36% 536 +134 0.35% Q1 2026 Apr 27, 2026
CINCINNATI FINANCIAL CORP History No change 38,784 5,078 0.1% 0.09% 537 0 0.0% Q1 2026 May 11, 2026
Royal Fund Management, LLC History Added to 38,684 5,070 0.48% 0.36% 538 +5,380 16.15% Q1 2026 May 19, 2026
MONECO ADVISORS, LLC History Reduced 38,418 5,030 0.39% 0.36% 539 -102 -0.26% Q1 2026 May 07, 2026
Vise Technologies, Inc. History No change 42,863 5,023 0.1% 0.1% 540 0 0.0% Q1 2026 Apr 21, 2026
Federation des caisses Desjardins du Quebec History Added to 38,176 4,998 0.02% 0.01% 541 +6,091 18.98% Q1 2026 May 13, 2026
Blue Sparrow, LLC /DE History New 37,992 4,974 0.09% 542 +37,992 New Q1 2026 May 15, 2026
MORTON COMMUNITY BANK History Added to 37,882 4,960 1.08% 0.99% 543 +104 0.28% Q1 2026 May 14, 2026
Verition Fund Management LLC History Reduced 37,500 4,910 0.03% 0.02% 544 -6,953 -15.64% Q1 2026 May 15, 2026
Vertrix Wealth Management, LLC History New 37,444 4,902 1.81% 545 +37,444 New Q1 2026 Apr 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 37,426 4,901 0.06% 0.06% 546 -3,031 -7.49% Q1 2026 May 15, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 37,272 4,880 1.76% 1.41% 547 +3,081 9.01% Q1 2026 May 06, 2026
Sargent Investment Group, LLC History Added to 37,011 4,846 0.64% 0.5% 548 +3,332 9.89% Q1 2026 May 11, 2026
Bragg Financial Advisors, Inc History Reduced 36,760 4,813 0.15% 0.14% 549 -248 -0.67% Q1 2026 May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 36,716 4,807 0.02% 550 +36,716 New Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 36,646 4,798 0.25% 0.22% 551 +2,237 6.5% Q1 2026 May 07, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 36,469 4,775 0.06% 0.06% 552 +4,463 13.94% Q1 2026 May 12, 2026
First Bank & Trust History Reduced 36,237 4,744 0.76% 0.71% 553 -745 -2.01% Q1 2026 Apr 10, 2026
Pure Financial Advisors, LLC History Added to 36,208 4,741 0.07% 0.06% 554 +2,294 6.76% Q1 2026 Apr 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 36,158 4,734 0.19% 0.17% 555 +367 1.03% Q1 2026 May 12, 2026
Simmons Bank History Added to 36,141 4,732 0.32% 0.26% 556 +2,512 7.47% Q1 2026 Apr 23, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 36,045 4,719 0.45% 0.42% 557 -76 -0.21% Q1 2026 Apr 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 35,960 4,709 0.14% 0.13% 558 0 0.0% Q1 2026 May 04, 2026
BEACON FINANCIAL GROUP History Reduced 35,880 4,698 0.47% 0.44% 559 -1,779 -4.72% Q1 2026 Apr 30, 2026
AlphaStar Capital Management, LLC History Reduced 35,811 4,689 0.35% 0.38% 560 -8,844 -19.81% Q1 2026 Apr 15, 2026
LGT Fund Management Co Ltd. History Reduced 35,775 4,684 0.2% 0.37% 561 -3,975 -10.0% Q1 2026 Apr 28, 2026
Orange Investment Advisors, Inc. History Reduced 35,603 4,661 0.6% 0.53% 562 -5,499 -13.38% Q1 2026 Apr 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 35,594 4,660 0.08% 0.07% 563 +845 2.43% Q1 2026 May 07, 2026
GAM Holding AG History No change 39,571 4,638 0.3% 0.3% 564 0 0.0% Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Added to 35,297 4,621 0.2% 0.18% 565 +683 1.97% Q1 2026 Apr 21, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 35,070 4,592 0.01% 0.01% 566 -12,808 -26.75% Q1 2026 May 15, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History New 35,000 4,582 0.23% 567 +35,000 New Q1 2026 Apr 28, 2026
GWN SECURITIES INC. History Reduced 34,970 4,579 0.88% 0.86% 568 -1,343 -3.7% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 39,046 4,576 0.26% 0.26% 569 0 0.0% Q4 2025 Feb 09, 2026
Norinchukin Bank, The History Reduced 34,858 4,564 0.05% 0.05% 570 -62 -0.18% Q1 2026 May 15, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 34,815 4,558 0.34% 0.31% 571 -64 -0.18% Q1 2026 May 08, 2026
FourThought Financial Partners, LLC History Added to 34,695 4,543 0.39% 0.33% 572 +1,226 3.66% Q1 2026 May 07, 2026
PLIMOTH TRUST CO LLC History Added to 34,567 4,526 1.01% 0.89% 573 +350 1.02% Q1 2026 Apr 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 34,522 4,520 0.21% 0.19% 574 +388 1.14% Q1 2026 Apr 28, 2026
Blue Trust, Inc. History Reduced 34,265 4,486 0.05% 0.05% 575 -2,260 -6.19% Q1 2026 Apr 20, 2026
Farringdon Capital, Ltd. History Added to 34,223 4,481 0.98% 0.2% 576 +27,425 403.43% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 34,080 4,462 0.03% 0.03% 577 -1,339 -3.78% Q1 2026 May 05, 2026
FAS Wealth Partners, Inc. History No change 37,956 4,448 0.29% 0.29% 578 0 0.0% Q4 2025 Feb 18, 2026
Cypress Capital Group History Added to 33,899 4,438 0.5% 0.42% 579 +1,997 6.26% Q1 2026 May 15, 2026
Davidson Capital Management Inc. History Added to 33,789 4,424 0.8% 0.0% 580 +33,710 42670.89% Q1 2026 Apr 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Added to 33,760 4,420 0.71% 0.62% 581 +325 0.97% Q1 2026 Apr 28, 2026
PANAGORA ASSET MANAGEMENT INC History No change 33,574 4,396 0.02% 0.01% 582 0 0.0% Q1 2026 May 14, 2026
Caldwell Trust Co History Added to 33,420 4,376 0.39% 0.35% 583 +76 0.23% Q1 2026 Apr 22, 2026
Snowden Capital Advisors LLC History Added to 33,402 4,373 0.12% 0.09% 584 +4,431 15.29% Q1 2026 May 14, 2026
Asset One Wealth Management LLC History Added to 34,683 4,358 0.48% 0.53% 585 +2,500 7.77% Q1 2026 May 12, 2026
STOCK YARDS BANK & TRUST CO History Added to 33,047 4,327 0.13% 0.12% 586 +705 2.18% Q1 2026 Apr 24, 2026
Texas Yale Capital Corp. History Added to 32,936 4,312 0.12% 0.12% 587 +500 1.54% Q1 2026 May 04, 2026
BAHL & GAYNOR INC History Added to 32,774 4,291 0.02% 0.02% 588 +676 2.11% Q1 2026 May 07, 2026
American Assets Investment Management, LLC History No change 32,666 4,277 0.29% 0.26% 589 0 0.0% Q1 2026 May 11, 2026
Sowell Financial Services LLC History Reduced 32,599 4,268 0.16% 0.14% 590 -955 -2.85% Q1 2026 Apr 20, 2026
Integrated Wealth Concepts LLC History Added to 32,457 4,249 0.03% 0.02% 591 +19,233 145.44% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 32,360 4,237 0.0% 0.0% 592 +3,695 12.89% Q1 2026 May 14, 2026
HAMEL ASSOCIATES, INC. History Added to 32,085 4,201 1.2% 0.94% 593 +5,446 20.44% Q1 2026 May 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 31,913 4,178 0.13% 0.07% 594 -3,669 -10.31% Q1 2026 Apr 29, 2026
MUFG Securities EMEA plc History No change 31,890 4,175 0.06% 0.04% 595 0 0.0% Q1 2026 May 11, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Added to 31,881 4,174 1.14% 0.53% 596 +15,761 97.77% Q1 2026 May 01, 2026
Summit Trail Advisors, LLC History Added to 31,877 4,173 0.06% 0.05% 597 +8,027 33.66% Q1 2026 May 12, 2026
Fiduciary Alliance LLC History Added to 32,311 4,135 0.25% 0.22% 598 +3,421 11.84% Q1 2026 Apr 20, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 31,386 4,109 0.12% 0.1% 599 +138 0.44% Q1 2026 Apr 29, 2026
Andra AP-fonden History New 31,300 4,098 0.05% 600 +31,300 New Q1 2026 May 08, 2026
Te Ahumairangi Investment Management Ltd History Added to 31,209 4,086 0.68% 0.6% 601 +2,550 8.9% Q1 2026 May 14, 2026
Glenview Trust Co History Added to 31,016 4,061 0.06% 0.05% 602 +1,178 3.95% Q1 2026 May 08, 2026
KCM Capital Inc History New 31,000 4,059 0.65% 603 +31,000 New Q1 2026 May 13, 2026
GUARDIAN CAPITAL LP History Added to 30,966 4,054 0.11% 0.1% 604 +2,400 8.4% Q1 2026 May 15, 2026
PFG Investments, LLC History Added to 30,859 4,040 0.19% 0.17% 605 +538 1.77% Q1 2026 Apr 27, 2026
Carson Advisory Inc. History Reduced 30,791 4,031 2.09% 1.88% 606 -134 -0.43% Q1 2026 May 07, 2026
LYNCH & ASSOCIATES/IN History Added to 30,766 4,028 0.76% 0.68% 607 +34 0.11% Q1 2026 Apr 08, 2026
Kentucky Retirement Systems History Added to 58,288 4,022 0.29% 0.16% 608 +9,443 19.33% Q1 2026 May 19, 2026
CULLINAN ASSOCIATES INC History Added to 30,688 4,018 0.32% 0.24% 609 +1,040 3.51% Q1 2026 May 01, 2026
Argyle Capital Management, LLC History Reduced 30,684 4,017 1.31% 1.21% 611 -350 -1.13% Q1 2026 Apr 28, 2026
Townsend & Associates, Inc History Added to 32,072 4,017 0.35% 0.34% 612 +33 0.1% Q1 2026 Apr 28, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 34,277 4,017 0.27% 0.27% 610 0 0.0% Q4 2025 Jan 27, 2026
Empire Financial Management Company, LLC History Added to 30,653 4,013 0.91% 0.75% 613 +1,028 3.47% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 30,571 4,003 0.05% 0.04% 614 +4,872 18.96% Q1 2026 May 11, 2026
Old North State Trust, LLC History Reduced 30,541 3,999 2.37% 2.13% 615 -193 -0.63% Q1 2026 May 13, 2026
Farmers National Bank History No change 33,999 3,985 0.89% 0.89% 616 0 0.0% Q4 2025 Mar 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 30,409 3,982 0.24% 0.21% 617 -41 -0.13% Q1 2026 Apr 28, 2026
TrinityBridge Ltd History Reduced 30,346 3,973 0.11% 0.08% 618 -368 -1.2% Q1 2026 May 12, 2026
Empirical Finance, LLC History Reduced 30,253 3,961 0.19% 0.17% 619 -34 -0.11% Q1 2026 May 14, 2026
Cohen Capital Management, Inc. History No change 30,133 3,945 0.61% 0.53% 620 0 0.0% Q1 2026 Apr 14, 2026
Coastal Bridge Advisors, LLC History Reduced 30,055 3,935 0.28% 0.26% 621 -193 -0.64% Q1 2026 May 14, 2026
Bleakley Financial Group, LLC History Added to 30,030 3,932 0.06% 0.06% 622 +429 1.45% Q1 2026 May 04, 2026
BANQUE PICTET & CIE SA History No change 30,000 3,928 0.03% 0.02% 623 0 0.0% Q1 2026 Apr 14, 2026
Asio Capital, LLC History Added to 29,935 3,919 0.55% 0.49% 624 +572 1.95% Q1 2026 Apr 15, 2026
AMG National Trust Bank History Added to 29,846 3,908 0.08% 0.06% 625 +7,883 35.89% Q1 2026 May 04, 2026
Slocum, Gordon & Co LLP History Reduced 29,825 3,905 2.66% 2.56% 626 -290 -0.96% Q1 2026 Apr 15, 2026
MONTAG A & ASSOCIATES INC History Added to 29,779 3,899 0.18% 0.15% 627 +2,276 8.28% Q1 2026 Apr 29, 2026
PINNACLE ASSOCIATES LTD History Reduced 29,736 3,893 0.05% 0.05% 628 -1,000 -3.25% Q1 2026 Apr 21, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 29,656 3,883 0.02% 0.01% 629 +6,901 30.33% Q1 2026 May 14, 2026
Old North State Wealth Management, LLC History Added to 29,624 3,882 1.8% 1.58% 630 +924 3.22% Q1 2026 Apr 17, 2026
Fox Hill Wealth Management History Added to 29,563 3,870 1.86% 1.59% 631 +461 1.58% Q1 2026 May 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 29,518 3,865 1.23% 1.15% 632 +2 0.01% Q1 2026 Apr 21, 2026
NorthCoast Asset Management LLC History Reduced 29,494 3,862 0.09% 0.08% 633 -2,863 -8.85% Q1 2026 May 13, 2026
CGN Advisors LLC History Added to 29,217 3,825 0.3% 0.26% 634 +759 2.67% Q1 2026 Apr 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 29,087 3,808 0.09% 0.07% 636 +3,688 14.52% Q1 2026 May 11, 2026
M Holdings Securities, Inc. History Reduced 29,637 3,808 0.26% 0.25% 635 -372 -1.24% Q1 2026 May 12, 2026
Triangle Securities Wealth Management History Reduced 28,987 3,795 0.86% 0.72% 637 -144 -0.49% Q1 2026 Apr 20, 2026
EP Wealth Advisors, LLC History Reduced 28,787 3,769 0.02% 0.02% 638 -3,582 -11.07% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 28,773 3,767 0.01% 0.12% 639 -253,981 -89.82% Q1 2026 May 08, 2026
1832 Asset Management L.P. History Reduced 28,716 3,760 0.0% 0.0% 640 -14,271 -33.2% Q1 2026 May 14, 2026
Saudi Central Bank History New 28,704 3,758 0.08% 641 +28,704 New Q1 2026 May 15, 2026
Leo Wealth, LLC History Added to 28,694 3,757 0.27% 0.22% 642 +2,796 10.8% Q1 2026 May 05, 2026
Tower Research Capital LLC (TRC) History Added to 28,499 3,731 0.1% 0.05% 643 +10,644 59.61% Q1 2026 May 15, 2026
Modera Wealth Management, LLC History Added to 28,472 3,728 0.04% 0.04% 644 +258 0.91% Q1 2026 May 06, 2026
Shepherd Financial Partners LLC History Reduced 28,272 3,701 0.35% 0.31% 645 -497 -1.73% Q1 2026 May 11, 2026
Convergence Financial, LLC History Added to 28,248 3,699 0.39% 0.25% 646 +13,777 95.2% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Added to 28,041 3,671 0.12% 0.03% 648 +21,261 313.58% Q1 2026 May 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 28,041 3,671 0.41% 0.36% 647 +42 0.15% Q1 2026 Apr 16, 2026
RNC CAPITAL MANAGEMENT LLC History No change 30,896 3,621 0.16% 0.16% 649 0 0.0% Q4 2025 Feb 03, 2026
Retirement Planning Group, LLC History Reduced 27,536 3,605 0.11% 0.11% 650 -1,263 -4.39% Q1 2026 May 04, 2026
Griffith & Werner, Inc. History Added to 27,456 3,595 1.78% 1.56% 651 +1,393 5.34% Q1 2026 Apr 29, 2026
Ascent Group, LLC History Reduced 27,446 3,593 0.12% 0.11% 652 -29 -0.11% Q1 2026 May 15, 2026
EQUITABLE TRUST CO History Added to 27,431 3,591 0.17% 0.13% 653 +3,043 12.48% Q1 2026 Apr 30, 2026
Apollon Financial, LLC History Added to 27,014 3,537 0.49% 0.45% 654 +649 2.46% Q1 2026 Apr 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 26,952 3,529 0.06% 0.06% 655 -1,624 -5.68% Q1 2026 May 04, 2026
Morningstar Investment Management LLC History Added to 26,772 3,505 0.22% 0.15% 656 +4,673 21.15% Q1 2026 May 14, 2026
Stiles Financial Services Inc History Added to 26,554 3,476 1.06% 0.92% 657 +1,121 4.41% Q1 2026 Apr 30, 2026
PROFUND ADVISORS LLC History Reduced 26,530 3,473 0.13% 0.14% 658 -12,072 -31.27% Q1 2026 Apr 24, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 26,428 3,460 1.66% 1.45% 659 +1,833 7.45% Q1 2026 May 08, 2026
Synergy Asset Management, LLC History Reduced 26,362 3,451 0.37% 0.5% 660 -14,920 -36.14% Q1 2026 May 13, 2026
Wilmington Savings Fund Society, FSB History Added to 26,105 3,418 0.08% 0.07% 661 +523 2.04% Q1 2026 Apr 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 26,073 3,413 0.22% 0.22% 663 -3,851 -12.87% Q1 2026 May 14, 2026
CHEMUNG CANAL TRUST CO History Reduced 26,071 3,413 0.69% 0.62% 662 -448 -1.69% Q1 2026 Apr 22, 2026
AXQ CAPITAL, LP History Added to 26,038 3,409 0.44% 0.3% 664 +14,742 130.51% Q1 2026 May 13, 2026
Moran Wealth Management, LLC History Added to 26,013 3,406 0.1% 0.09% 665 +1,859 7.7% Q1 2026 Apr 27, 2026
Emerald Investment Advisers, LLC History New 25,929 3,395 0.31% 666 +25,929 New Q1 2026 May 11, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 25,873 3,387 0.25% 0.22% 667 +851 3.4% Q1 2026 Apr 20, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 25,847 3,384 0.15% 0.13% 669 -165 -0.63% Q1 2026 May 08, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 25,846 3,384 0.21% 0.17% 668 +39 0.15% Q1 2026 Apr 10, 2026
Tradewinds, LLC. History Added to 26,305 3,382 1.09% 0.72% 670 +547 2.12% Q1 2026 May 04, 2026
Smartleaf Asset Management LLC History Added to 25,543 3,364 0.12% 0.11% 671 +1,153 4.73% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 26,799 3,352 0.01% 0.01% 672 +8,692 48.0% Q1 2026 May 12, 2026
Wealth Group, Ltd. History Added to 25,569 3,348 3.12% 2.71% 673 +1,833 7.72% Q1 2026 Apr 14, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 25,816 3,344 1.2% 1.06% 674 +2,335 9.94% Q1 2026 May 11, 2026
Meridian Wealth Management, LLC History Added to 25,348 3,319 0.12% 0.07% 675 +9,308 58.03% Q1 2026 May 06, 2026
ROWLANDMILLER & PARTNERS.ADV History Reduced 25,248 3,305 0.67% 0.58% 676 -538 -2.09% Q1 2026 Apr 01, 2026
Aspire Private Capital, LLC History Added to 25,071 3,282 0.74% 0.65% 677 +12 0.05% Q1 2026 Apr 22, 2026
RMR Wealth Builders History Added to 24,984 3,271 0.26% 0.2% 678 +3,117 14.25% Q1 2026 Apr 22, 2026
WealthShield Partners, LLC History Reduced 24,969 3,269 0.36% 0.33% 679 -543 -2.13% Q1 2026 May 01, 2026
Verdence Capital Advisors LLC History Added to 24,912 3,261 0.19% 0.16% 680 +1,955 8.52% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 24,883 3,258 0.05% 0.03% 681 +35 0.14% Q1 2026 May 08, 2026
FULTON BANK, N.A. History Reduced 24,417 3,197 0.11% 0.1% 682 -703 -2.8% Q1 2026 Apr 24, 2026
Mill Capital Management, LLC History Reduced 24,327 3,185 0.24% 0.22% 683 -1,659 -6.38% Q1 2026 May 04, 2026
Counterweight Ventures, LLC History Reduced 24,203 3,169 1.78% 1.63% 684 -662 -2.66% Q1 2026 Apr 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 24,124 3,158 0.19% 0.18% 685 +303 1.27% Q1 2026 Apr 13, 2026
Evercore Wealth Management, LLC History Reduced 24,084 3,153 0.05% 0.04% 686 -503 -2.05% Q1 2026 May 15, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 23,966 3,138 0.4% 0.45% 687 -7,290 -23.32% Q1 2026 May 05, 2026
GAMMA Investing LLC History Added to 23,856 3,123 0.15% 0.12% 688 +3,405 16.65% Q1 2026 Apr 06, 2026
WCG Wealth Advisors LLC History Added to 23,767 3,112 0.09% 0.07% 689 +1,062 4.68% Q1 2026 May 12, 2026
Brooklyn Investment Group History Added to 23,664 3,098 0.1% 0.1% 690 +6,094 34.68% Q1 2026 Apr 29, 2026
SEGALL BRYANT & HAMILL, LLC History No change 23,583 3,088 0.04% 0.04% 691 0 0.0% Q1 2026 May 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 23,449 3,070 0.08% 0.07% 692 -467 -1.95% Q1 2026 Apr 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 23,400 3,063 0.6% 0.55% 693 +1,350 6.12% Q1 2026 Apr 15, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History New 23,303 3,051 0.09% 694 +23,303 New Q1 2026 May 11, 2026
Live Oak Private Wealth LLC History Reduced 23,269 3,046 0.42% 0.39% 695 -921 -3.81% Q1 2026 Apr 20, 2026
HUB Investment Partners, LLC History Added to 23,220 3,040 0.07% 0.05% 696 +5,565 31.52% Q1 2026 May 15, 2026
HOME FEDERAL BANK OF TENNESSEE History Reduced 23,177 3,034 0.76% 0.71% 697 -154 -0.66% Q1 2026 Apr 15, 2026
Wealthcare Advisory Partners LLC History Added to 22,960 3,006 0.06% 0.05% 698 +159 0.7% Q1 2026 Apr 14, 2026
Brick & Kyle, Associates History No change 25,589 2,999 1.06% 1.06% 699 0 0.0% Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 22,758 2,979 0.28% 0.26% 700 -348 -1.51% Q1 2026 Apr 23, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 22,591 2,958 0.02% 0.02% 701 +487 2.2% Q1 2026 May 14, 2026
Bank & Trust Co History Reduced 22,569 2,955 1.99% 1.89% 702 -215 -0.94% Q1 2026 Apr 13, 2026
North Dakota State Investment Board History Reduced 22,537 2,950 0.13% 0.12% 704 -4,144 -15.53% Q1 2026 May 08, 2026
Ranch Capital Advisors Inc. History Added to 22,530 2,950 1.07% 0.9% 703 +1,613 7.71% Q1 2026 May 06, 2026
Adalta Capital Management LLC History Added to 22,475 2,942 1.41% 1.16% 705 +250 1.12% Q1 2026 May 15, 2026
apricus wealth, LLC History Reduced 22,236 2,911 1.42% 1.34% 706 -135 -0.6% Q1 2026 Apr 22, 2026
Mutual Advisors, LLC History Added to 22,209 2,908 0.06% 0.05% 707 +1,442 6.94% Q1 2026 May 01, 2026
Siemens Fonds Invest GmbH History Added to 22,168 2,902 0.17% 0.14% 708 +43 0.19% Q1 2026 May 15, 2026
Hardin Capital Partners, LLC History Added to 22,072 2,890 1.34% 1.17% 710 +929 4.39% Q1 2026 Apr 08, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 22,398 2,890 0.38% 0.34% 709 -229 -1.01% Q1 2026 May 15, 2026
Kentucky Trust Co History Reduced 22,058 2,888 1.51% 1.38% 711 -123 -0.55% Q1 2026 Apr 17, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 22,052 2,887 0.75% 0.63% 712 +1,524 7.42% Q1 2026 May 05, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 22,029 2,884 1.34% 713 +22,029 New Q1 2026 Apr 15, 2026
SIGNATUREFD, LLC History Added to 22,025 2,883 0.04% 0.04% 714 +1,484 7.22% Q1 2026 Apr 07, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 21,965 2,876 0.32% 0.35% 715 -5,831 -20.98% Q1 2026 Apr 29, 2026
BLB&B Advisors, LLC History Added to 21,779 2,851 0.12% 0.11% 716 +334 1.56% Q1 2026 Apr 28, 2026
Sound View Wealth Advisors Group, LLC History Reduced 21,780 2,851 0.19% 0.17% 717 -48 -0.22% Q1 2026 May 06, 2026
Shoker Investment Counsel, Inc. History Reduced 21,572 2,824 0.84% 0.86% 718 -3,380 -13.55% Q1 2026 May 11, 2026
MUFG SECURITIES AMERICAS INC. History Added to 21,518 2,817 0.18% 0.15% 719 +568 2.71% Q1 2026 May 11, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 21,445 2,808 0.08% 0.07% 720 +1,644 8.3% Q1 2026 Apr 20, 2026
Compound Planning, Inc. History Added to 21,420 2,804 0.09% 0.07% 721 +1,389 6.93% Q1 2026 May 14, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 21,288 2,787 0.02% 0.05% 722 -32,683 -60.56% Q1 2026 May 14, 2026
Summit Financial, LLC History Added to 21,204 2,776 0.04% 0.03% 723 +2,746 14.88% Q1 2026 May 15, 2026
Cornerstone Wealth Group, LLC History Reduced 22,083 2,775 0.18% 0.18% 724 -704 -3.09% Q1 2026 Apr 22, 2026
Platform Technology Partners History Added to 21,186 2,774 0.53% 0.51% 725 +697 3.4% Q1 2026 Apr 27, 2026
Plan Group Financial, LLC History Added to 21,147 2,768 0.65% 0.57% 726 +2,283 12.1% Q1 2026 Apr 13, 2026
OmniStar Financial Group, Inc. History Added to 21,136 2,767 1.43% 0.73% 727 +10,465 98.07% Q1 2026 May 15, 2026
PURSUIT WEALTH STRATEGIES, LLC History Reduced 21,101 2,763 3.84% 3.48% 728 -41 -0.19% Q1 2026 May 15, 2026
Jefferson Bridge Capital, LLC History No change 21,090 2,761 2.74% 2.49% 729 0 0.0% Q1 2026 May 07, 2026
MFA WEALTH ADVISORS, LLC History Added to 21,057 2,757 0.54% 0.48% 730 +1,851 9.64% Q1 2026 Apr 20, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 21,046 2,755 0.11% 0.09% 731 -100 -0.47% Q1 2026 May 01, 2026
Vectors Research Management, LLC History Reduced 20,959 2,744 0.8% 0.75% 732 -39 -0.19% Q1 2026 May 05, 2026
DOVER ADVISORS, LLC History Reduced 20,910 2,737 1.13% 0.97% 733 -422 -1.98% Q1 2026 Apr 08, 2026
IEQ CAPITAL, LLC History Added to 20,871 2,732 0.01% 0.01% 734 +1,344 6.88% Q1 2026 May 14, 2026
Community Bank & Trust, Waco, Texas History Added to 20,833 2,728 0.54% 0.48% 735 +972 4.89% Q1 2026 Apr 17, 2026
TI-TRUST, INC History No change 20,837 2,728 1.62% 1.51% 736 0 0.0% Q1 2026 Apr 28, 2026
Lineweaver Wealth Advisors, LLC History Added to 20,798 2,723 0.37% 0.32% 737 +686 3.41% Q1 2026 Apr 08, 2026
Certified Advisory Corp History Added to 20,731 2,714 0.24% 0.22% 738 +288 1.41% Q1 2026 Apr 17, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 20,474 2,680 0.18% 0.16% 739 0 0.0% Q1 2026 May 19, 2026
Entropy Technologies, LP History New 20,373 2,667 0.12% 740 +20,373 New Q1 2026 May 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 20,366 2,666 0.31% 741 +20,366 New Q1 2026 Apr 30, 2026
GREENLEAF TRUST History Reduced 20,277 2,655 0.03% 0.02% 742 -451 -2.18% Q1 2026 Apr 27, 2026
LEE DANNER & BASS INC History Reduced 20,204 2,645 0.17% 0.17% 743 -263 -1.28% Q1 2026 Apr 28, 2026
Ascentis Independent Advisors History Added to 23,162 2,633 0.2% 0.25% 744 +9,793 73.25% Q1 2026 Apr 28, 2026
Rodgers Brothers Inc. History Added to 19,978 2,615 0.3% 0.25% 745 +2,100 11.75% Q1 2026 May 14, 2026
Cannon Wealth Management Services, LLC History Added to 19,877 2,602 1.76% 1.62% 746 +284 1.45% Q1 2026 May 05, 2026
Meeder Advisory Services, Inc. History Added to 19,554 2,560 0.11% 0.09% 747 +2,300 13.33% Q1 2026 May 07, 2026
Valeo Financial Advisors, LLC History Reduced 19,528 2,557 0.06% 0.05% 748 -522 -2.6% Q1 2026 May 08, 2026
Measured Risk Portfolios, Inc. History Added to 19,453 2,547 2.79% 2.19% 749 +638 3.39% Q1 2026 May 15, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 19,428 2,543 0.05% 0.04% 750 +804 4.32% Q1 2026 May 01, 2026
Advanced Asset Management Advisors Inc History No change 19,349 2,533 0.7% 0.62% 751 0 0.0% Q1 2026 Apr 24, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 19,315 2,529 0.08% 0.06% 752 +1,953 11.25% Q1 2026 Apr 30, 2026
WEDBUSH SECURITIES INC History Reduced 19,309 2,528 0.07% 0.07% 753 -1,003 -4.94% Q1 2026 Apr 21, 2026
IHT Wealth Management, LLC History Added to 19,294 2,526 0.06% 0.05% 754 +1,964 11.33% Q1 2026 May 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 19,276 2,524 0.14% 0.13% 755 +10,080 109.61% Q1 2026 Apr 22, 2026
Berkeley Capital Partners, LLC History Added to 19,238 2,519 0.58% 0.49% 756 +1,329 7.42% Q1 2026 May 06, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 21,413 2,509 1.11% 1.11% 757 0 0.0% Q4 2025 Feb 12, 2026
Jaffetilchin Investment Partners, LLC History Reduced 19,154 2,508 0.15% 0.13% 759 -444 -2.27% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Added to 19,154 2,508 0.22% 0.2% 758 +12 0.06% Q1 2026 Apr 30, 2026
RDA Financial Network History Added to 19,116 2,503 0.63% 0.5% 760 +1,497 8.5% Q1 2026 Apr 08, 2026
U S WEALTH GROUP, LLC. History No change 21,321 2,499 1.65% 1.65% 761 0 0.0% Q4 2025 Mar 17, 2026
Davis Investment Partners, LLC History Added to 19,067 2,496 0.88% 0.78% 762 +11 0.06% Q1 2026 Apr 20, 2026
Advisory Alpha, LLC History Added to 19,042 2,493 0.07% 0.05% 763 +2,808 17.3% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Reduced 18,980 2,485 0.02% 0.02% 764 -7,604 -28.6% Q1 2026 May 01, 2026
Dougherty & Associates, LLC History Added to 18,951 2,481 2.28% 1.96% 765 +266 1.42% Q1 2026 Apr 21, 2026
StoneX Group Inc. History Reduced 18,896 2,474 0.13% 0.12% 766 -5,593 -22.84% Q1 2026 May 14, 2026
Capital Investment Counsel, Inc History Added to 18,863 2,469 0.3% 0.2% 768 +4,291 29.45% Q1 2026 Apr 21, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 18,862 2,469 0.05% 0.05% 767 -49 -0.26% Q1 2026 May 15, 2026
Nicholas Hoffman & Company, LLC. History Added to 18,860 2,469 0.06% 0.05% 769 +21 0.11% Q1 2026 Apr 29, 2026
Cornerstone Planning, LLC History Added to 18,770 2,458 0.55% 0.37% 770 +4,641 32.85% Q1 2026 May 11, 2026
Callan Family Office, LLC History Reduced 18,768 2,457 0.06% 0.05% 771 -806 -4.12% Q1 2026 May 13, 2026
WESTPAC BANKING CORP History Reduced 18,717 2,450 0.17% 0.14% 772 -43 -0.23% Q1 2026 May 11, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 18,709 2,449 0.02% 0.02% 773 -277 -1.46% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Reduced 18,707 2,449 0.24% 0.22% 774 -116 -0.62% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Added to 18,612 2,437 0.04% 0.03% 775 +3,279 21.39% Q1 2026 Apr 10, 2026
Wagner Wealth Management, LLC History Added to 18,462 2,417 0.49% 0.43% 776 +1,055 6.06% Q1 2026 Apr 24, 2026
Stratos Investment Management, LLC History Added to 18,451 2,415 0.1% 0.09% 777 +83 0.45% Q1 2026 Apr 28, 2026
Argent Advisors, Inc. History Reduced 18,434 2,413 0.66% 0.61% 778 -192 -1.03% Q1 2026 Apr 24, 2026
Ledgewood Wealth Advisors, LLC History No change 18,404 2,409 1.36% 1.24% 779 0 0.0% Q1 2026 Apr 13, 2026
WOLFF WIESE MAGANA LLC History Added to 18,327 2,399 1.32% 1.16% 780 +180 0.99% Q1 2026 Apr 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 18,317 2,398 0.29% 0.24% 781 +903 5.19% Q1 2026 May 05, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 18,084 2,367 0.43% 0.38% 782 +33 0.18% Q1 2026 Apr 29, 2026
Engineers Gate Manager LP History New 18,035 2,361 0.03% 783 +18,035 New Q1 2026 May 15, 2026
SWS Partners History Added to 18,018 2,359 0.58% 0.49% 784 +708 4.09% Q1 2026 Apr 21, 2026
Holocene Advisors, LP History New 17,975 2,353 0.01% 785 +17,975 New Q1 2026 May 15, 2026
Strategic Blueprint, LLC History Added to 17,876 2,340 0.14% 0.12% 786 +406 2.32% Q1 2026 Apr 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 17,788 2,329 0.03% 0.03% 787 -1,773 -9.06% Q1 2026 May 01, 2026
Bison Wealth, LLC History Added to 18,756 2,323 0.22% 0.26% 788 +398 2.17% Q1 2026 May 15, 2026
CANANDAIGUA NATIONAL CORP History New 17,710 2,318 0.21% 789 +17,710 New Q1 2026 Apr 08, 2026
Stamos Capital Partners, L.P. History Reduced 17,644 2,310 0.36% 0.38% 790 -2,320 -11.62% Q1 2026 May 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 17,647 2,310 0.3% 0.3% 791 -2,058 -10.44% Q1 2026 May 04, 2026
TSP Capital Management Group, LLC History Added to 17,620 2,307 0.56% 0.5% 792 +6 0.03% Q1 2026 Apr 24, 2026
Compagnie Lombard Odier SCmA History Reduced 17,500 2,291 0.03% 0.02% 793 -1,250 -6.67% Q1 2026 Apr 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 17,465 2,286 0.05% 0.04% 794 +9,896 130.74% Q1 2026 Apr 27, 2026
SageView Advisory Group, LLC History No change 19,199 2,250 0.08% 0.08% 795 0 0.0% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 17,175 2,248 0.17% 0.14% 796 +1,273 8.01% Q1 2026 Apr 14, 2026
NORDEN GROUP LLC History Reduced 17,153 2,246 0.22% 0.2% 797 -302 -1.73% Q1 2026 Apr 15, 2026
Clear Trail Advisors, LLC History Added to 17,094 2,238 0.37% 0.46% 798 +319 1.9% Q1 2026 Apr 17, 2026
COURIER CAPITAL LLC History Reduced 17,085 2,237 0.13% 0.11% 799 -101 -0.59% Q1 2026 Apr 23, 2026
LONDON CO OF VIRGINIA History No change 16,961 2,220 0.01% 0.01% 800 0 0.0% Q1 2026 May 15, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 16,943 2,218 0.65% 0.59% 801 -355 -2.05% Q1 2026 Apr 17, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 16,923 2,215 0.44% 0.4% 802 +804 4.99% Q1 2026 Apr 14, 2026
Alaethes Wealth, LLC History Added to 16,802 2,200 0.63% 0.55% 803 +97 0.58% Q1 2026 May 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 16,791 2,198 0.12% 0.14% 804 0 0.0% Q1 2026 Apr 15, 2026
Ipswich Investment Management Co., Inc. History Reduced 16,750 2,193 0.51% 0.46% 805 -140 -0.83% Q1 2026 Apr 10, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 16,698 2,186 0.04% 0.03% 806 +1,119 7.18% Q1 2026 Apr 20, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 18,558 2,175 0.19% 0.19% 807 0 0.0% Q4 2025 Jan 30, 2026
SMITH, MOORE & CO. History Reduced 16,528 2,164 0.16% 0.15% 808 -631 -3.68% Q1 2026 May 05, 2026
Cordgrass Capital Advisors, LLC History Added to 16,515 2,162 0.51% 0.46% 809 +278 1.71% Q1 2026 May 07, 2026
Cornerstone Wealth Management, LLC History Added to 16,505 2,161 0.11% 0.1% 810 +530 3.32% Q1 2026 Apr 23, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 16,385 2,145 0.22% 0.21% 811 -244 -1.47% Q1 2026 Apr 08, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Added to 16,299 2,134 1.44% 1.18% 812 +61 0.38% Q1 2026 May 14, 2026
Keeler Thomas Management LLC History Reduced 16,291 2,133 0.9% 0.95% 813 -755 -4.43% Q1 2026 May 11, 2026
Symphony Financial, Ltd. Co. History Added to 16,423 2,133 0.28% 0.25% 814 +614 3.88% Q1 2026 Apr 30, 2026
Wedmont Private Capital History Added to 16,204 2,132 0.07% 0.06% 815 +781 5.06% Q1 2026 Apr 09, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 16,246 2,127 0.31% 0.28% 816 +6 0.04% Q1 2026 Apr 24, 2026
Heritage Wealth Management, Inc. History Reduced 16,208 2,122 1.05% 0.54% 817 -463 -2.78% Q1 2026 Apr 20, 2026
Curi Capital, LLC History Added to 16,159 2,115 0.04% 0.03% 818 +957 6.3% Q1 2026 May 15, 2026
Marks Group Wealth Management, Inc History Reduced 16,124 2,111 0.2% 0.18% 819 -284 -1.73% Q1 2026 May 05, 2026
Trust Co of the South History Added to 16,093 2,107 0.34% 0.29% 820 +696 4.52% Q1 2026 Apr 06, 2026
Essex Financial Services, Inc. History Reduced 16,081 2,105 0.12% 0.11% 821 -306 -1.87% Q1 2026 Apr 24, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 16,064 2,103 0.03% 0.03% 822 +29 0.18% Q1 2026 May 15, 2026
B. Metzler seel. Sohn & Co. AG History Added to 16,042 2,100 0.02% 0.02% 823 +209 1.32% Q1 2026 May 08, 2026
Garton & Associates Financial Advisors LLC History Reduced 16,020 2,097 1.72% 1.26% 824 -3,136 -16.37% Q1 2026 May 11, 2026
INSPIRE TRUST CO, N.A. History Reduced 16,000 2,095 0.32% 0.37% 825 -3,000 -15.79% Q1 2026 May 11, 2026
Patrick Mauro Investment Advisor, INC. History Added to 15,984 2,092 1.05% 0.84% 826 +2,256 16.43% Q1 2026 May 06, 2026
Ballast, Inc. History Added to 15,948 2,088 0.48% 0.43% 827 +158 1.0% Q1 2026 May 15, 2026
Alchemi Wealth, LLC History Added to 15,937 2,086 1.16% 1.0% 828 +330 2.11% Q1 2026 May 07, 2026
MidFirst Bank History Reduced 15,833 2,073 0.17% 0.15% 829 -1,612 -9.24% Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Added to 15,713 2,057 0.01% 0.01% 830 +1,061 7.24% Q1 2026 May 15, 2026
Cornerstone Capital, Inc. History No change 15,584 2,040 0.2% 0.18% 831 0 0.0% Q1 2026 May 12, 2026
Advisor OS, LLC History Reduced 15,566 2,038 0.15% 0.16% 832 -1,009 -6.09% Q1 2026 May 07, 2026
Victrix Investment Advisors History Added to 15,520 2,032 0.74% 0.65% 833 +1,250 8.76% Q1 2026 Apr 09, 2026
AlphaCore Capital LLC History Reduced 15,448 2,022 0.05% 0.05% 834 -4,703 -23.34% Q1 2026 May 15, 2026
Successful Portfolios LLC History Reduced 15,407 2,021 1.11% 0.92% 835 -15 -0.1% Q1 2026 Apr 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 15,411 2,017 0.06% 0.1% 836 -11,535 -42.81% Q1 2026 May 13, 2026
Kovack Advisors, Inc. History Added to 15,410 2,017 0.11% 0.05% 837 +6,549 73.91% Q1 2026 May 12, 2026
V. M. MANNING & CO., INC. History No change 17,192 2,015 2.03% 2.03% 838 0 0.0% Q4 2025 Feb 09, 2026
FIRST NATIONAL TRUST CO History Reduced 15,374 2,013 0.07% 0.06% 839 -17 -0.11% Q1 2026 May 07, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 15,319 2,005 0.63% 0.58% 840 -299 -1.91% Q1 2026 Apr 14, 2026
Center for Wealth Management Advisory History Added to 15,291 2,002 1.44% 1.31% 841 +155 1.02% Q1 2026 Apr 24, 2026
InTrack Investment Management Inc History Added to 15,288 2,001 1.14% 1.0% 842 +15 0.1% Q1 2026 Apr 06, 2026
RKL Wealth Management LLC History Added to 15,259 1,997 0.18% 0.14% 843 +570 3.88% Q1 2026 Apr 24, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 15,219 1,992 0.03% 844 +15,219 New Q1 2026 Apr 09, 2026
Signal Advisors Wealth, LLC History Added to 15,186 1,988 0.14% 0.03% 845 +12,092 390.82% Q1 2026 Apr 17, 2026
Integrated Advisors Network LLC History Added to 15,181 1,987 0.1% 0.08% 846 +415 2.81% Q1 2026 Apr 28, 2026
Gibson Wealth Advisors LLC History No change 15,000 1,964 1.32% 1.21% 847 0 0.0% Q1 2026 Apr 14, 2026
Hanson & Doremus Investment Management History Added to 14,995 1,963 0.23% 0.18% 848 +2,282 17.95% Q1 2026 Apr 17, 2026
RAHLFS CAPITAL, LLC History No change 14,986 1,962 1.44% 1.36% 849 0 0.0% Q1 2026 May 11, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 14,965 1,959 0.04% 0.04% 850 -520 -3.36% Q1 2026 May 15, 2026
CITY HOLDING CO History Reduced 14,908 1,951 0.24% 0.22% 851 -505 -3.28% Q1 2026 Apr 15, 2026
United Community Bank History Reduced 14,870 1,947 0.65% 0.67% 853 -238 -1.58% Q1 2026 Apr 24, 2026
Grandview Asset Management LLC History Added to 14,870 1,947 0.57% 0.48% 852 +57 0.38% Q1 2026 May 07, 2026
Parcion Private Wealth LLC History Added to 14,844 1,943 0.12% 0.11% 854 +55 0.37% Q1 2026 Apr 22, 2026
Savvy Advisors, Inc. History Added to 14,766 1,933 0.05% 0.04% 855 +3,060 26.14% Q1 2026 May 11, 2026
Modern Wealth Management, LLC History Added to 14,764 1,932 0.03% 0.03% 856 +961 6.96% Q1 2026 May 14, 2026
VestGen Advisors, LLC History Added to 15,290 1,912 0.05% 0.06% 857 +2,585 20.35% Q1 2026 May 14, 2026
Bull Street Advisors, LLC History Reduced 14,598 1,911 0.95% 0.8% 858 -75 -0.51% Q1 2026 Apr 24, 2026
Confluence Wealth Services, Inc. History Added to 14,564 1,907 0.07% 0.07% 859 +304 2.13% Q1 2026 May 07, 2026
SCOTIA CAPITAL INC. History Added to 14,562 1,906 0.01% 0.01% 860 +3,030 26.27% Q1 2026 May 13, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 14,547 1,904 0.3% 0.27% 861 -166 -1.13% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Added to 14,520 1,901 0.01% 0.01% 862 +433 3.07% Q1 2026 May 13, 2026
Man Group plc History Reduced 14,501 1,898 0.0% 0.07% 864 -341,523 -95.93% Q1 2026 May 15, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 14,500 1,898 0.07% 0.06% 863 +1,600 12.4% Q1 2026 May 15, 2026
Private Wealth Partners, LLC History Added to 14,491 1,897 0.15% 0.12% 865 +18 0.12% Q1 2026 Apr 28, 2026
Blueshift Asset Management, LLC History New 14,467 1,894 0.57% 866 +14,467 New Q1 2026 May 14, 2026
Biltmore Family Office, LLC History Reduced 14,429 1,889 0.26% 0.23% 867 -43 -0.3% Q1 2026 May 11, 2026
Voleon Capital Management LP History New 14,415 1,887 0.04% 869 +14,415 New Q1 2026 May 15, 2026
Concord Wealth Partners History Added to 14,413 1,887 0.24% 0.19% 868 +1,845 14.68% Q1 2026 May 01, 2026
WealthTrust Axiom LLC History Added to 14,400 1,885 0.46% 0.43% 870 +1 0.01% Q1 2026 May 11, 2026
BFSG, LLC History Added to 14,317 1,874 0.18% 0.16% 871 +118 0.83% Q1 2026 Apr 28, 2026
ROI Financial Advisors, LLC History Added to 14,254 1,866 1.12% 0.91% 872 +687 5.06% Q1 2026 May 15, 2026
BURKE & HERBERT BANK & TRUST CO History No change 14,247 1,865 0.52% 0.46% 873 0 0.0% Q1 2026 May 08, 2026
MSH Capital Advisors LLC History Added to 14,241 1,864 0.39% 0.35% 874 +120 0.85% Q1 2026 May 08, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 14,230 1,863 0.14% 0.12% 875 -899 -5.94% Q1 2026 Apr 20, 2026
Meridian Financial Partners LLC History Reduced 14,119 1,861 0.71% 0.67% 876 -17 -0.12% Q1 2026 Apr 15, 2026
NTV ASSET MANAGEMENT LLC History Added to 14,185 1,857 0.2% 0.18% 877 +1 0.01% Q1 2026 Apr 28, 2026
ALPS ADVISORS INC History Added to 14,119 1,848 0.01% 0.01% 878 +962 7.31% Q1 2026 May 08, 2026
NFSG Corp History Added to 14,097 1,845 0.3% 0.19% 879 +3,913 38.42% Q1 2026 May 05, 2026
Weaver Capital Management LLC History Added to 14,069 1,842 0.4% 0.35% 880 +103 0.74% Q1 2026 Apr 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 14,000 1,834 0.0% 0.0% 881 -10,105 -41.92% Q1 2026 May 15, 2026
Dakota Wealth Management History Added to 13,981 1,830 0.04% 0.03% 882 +429 3.17% Q1 2026 May 07, 2026
Parallax Volatility Advisers, L.P. History Reduced 14,541 1,827 0.0% 0.07% 883 -275,836 -94.99% Q1 2026 May 15, 2026
Hartford Funds Management Co LLC History Added to 13,902 1,820 0.16% 0.13% 884 +375 2.77% Q1 2026 May 04, 2026
PARK NATIONAL CORP /OH/ History Reduced 13,845 1,812 0.06% 0.05% 885 -120 -0.86% Q1 2026 Apr 16, 2026
Ameritas Advisory Services, LLC History Reduced 13,765 1,802 0.07% 0.07% 886 -1,962 -12.48% Q1 2026 May 12, 2026
LOM Asset Management Ltd History Added to 13,743 1,799 0.52% 0.46% 887 +62 0.45% Q1 2026 May 05, 2026
Gateway Wealth Partners, LLC History Added to 13,635 1,785 0.07% 0.04% 889 +10,276 305.92% Q1 2026 May 15, 2026
Armor Investment Advisors, LLC History Reduced 13,633 1,785 0.64% 0.59% 888 -97 -0.71% Q1 2026 Apr 29, 2026
Resolution Capital Ltd History Reduced 13,598 1,780 0.04% 0.09% 890 -22,370 -62.19% Q1 2026 May 15, 2026
NVWM, LLC History Added to 13,596 1,780 0.4% 0.34% 891 +164 1.22% Q1 2026 Apr 27, 2026
Arax Advisory Partners History Reduced 13,592 1,771 0.05% 0.07% 892 -7,082 -34.26% Q1 2026 May 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 13,525 1,770 0.02% 0.02% 893 0 0.0% Q1 2026 Apr 16, 2026
JT Stratford LLC History Added to 13,497 1,767 0.22% 0.19% 894 +902 7.16% Q1 2026 May 15, 2026
Jacobi Capital Management LLC History Added to 13,372 1,750 0.1% 0.09% 895 +52 0.39% Q1 2026 May 13, 2026
Williams Jones Wealth Management, LLC. History Reduced 13,333 1,745 0.02% 0.02% 896 -124 -0.92% Q1 2026 May 05, 2026
Highview Capital Management LLC/DE/ History Added to 13,292 1,740 0.63% 0.52% 897 +684 5.43% Q1 2026 May 08, 2026
Raleigh Capital Management Inc. History Added to 13,291 1,740 0.6% 0.56% 898 +97 0.74% Q1 2026 Apr 28, 2026
Focus Financial Network, Inc. History Reduced 13,282 1,739 0.06% 0.05% 899 -150 -1.12% Q1 2026 Apr 14, 2026
AVIVA PLC History No change 13,213 1,730 0.0% 0.0% 900 0 0.0% Q1 2026 May 14, 2026
TEMA ETFS LLC History Added to 13,180 1,725 0.12% 0.12% 901 +63 0.48% Q1 2026 Apr 15, 2026
Columbia Asset Management History Added to 13,144 1,721 0.33% 0.26% 903 +710 5.71% Q1 2026 Apr 20, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 13,151 1,721 0.05% 0.05% 902 -489 -3.59% Q1 2026 Apr 27, 2026
CreativeOne Wealth, LLC History Added to 13,093 1,714 0.04% 0.04% 904 +519 4.13% Q1 2026 May 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 13,078 1,712 0.14% 0.12% 905 -142 -1.07% Q1 2026 Apr 17, 2026
AssuredPartners Investment Advisors, LLC History Reduced 13,026 1,711 0.19% 0.27% 908 -2,664 -16.98% Q1 2026 Apr 10, 2026
Balboa Wealth Partners History Added to 13,072 1,711 0.29% 0.21% 906 +2,301 21.36% Q1 2026 Apr 16, 2026
Portside Wealth Group, LLC History Added to 13,075 1,711 0.23% 0.2% 907 +143 1.11% Q1 2026 May 12, 2026
Banco Santander, S.A. History New 13,054 1,709 0.01% 909 +13,054 New Q1 2026 May 08, 2026
Ethos Financial Group, LLC History Added to 14,534 1,703 0.12% 0.13% 910 +14 0.1% Q1 2026 May 05, 2026
Qtron Investments LLC History No change 12,983 1,699 0.23% 0.2% 911 0 0.0% Q1 2026 May 15, 2026
Concord Asset Management, LLC/VA History Added to 12,971 1,698 0.29% 0.24% 912 +1,190 10.1% Q1 2026 May 01, 2026
Orca Wealth Management, LLC History Added to 12,934 1,693 1.2% 1.12% 913 +8 0.06% Q1 2026 Apr 23, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 12,921 1,691 1.28% 1.16% 914 -180 -1.37% Q1 2026 Apr 24, 2026
Apella Capital, LLC History Added to 13,204 1,690 0.03% 0.01% 915 +7,693 139.59% Q1 2026 Apr 20, 2026
Cassia Capital Partners, LLC History Added to 12,862 1,684 0.87% 0.7% 916 +1,815 16.43% Q1 2026 Apr 24, 2026
Kennondale Capital Management LLC History No change 12,865 1,684 1.21% 1.11% 917 0 0.0% Q1 2026 May 11, 2026
TCW GROUP INC History Added to 12,852 1,682 0.01% 0.01% 918 +621 5.08% Q1 2026 May 14, 2026
Welch Group, LLC History Reduced 12,807 1,676 0.06% 0.06% 919 -563 -4.21% Q1 2026 Apr 21, 2026
Wealth Dimensions Group, Ltd. History Reduced 12,795 1,675 0.33% 0.32% 920 -941 -6.85% Q1 2026 May 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 12,756 1,670 0.01% 0.01% 921 -240 -1.85% Q1 2026 May 08, 2026
CULLEN/FROST BANKERS, INC. History Reduced 12,696 1,662 0.02% 0.02% 922 -1,962 -13.39% Q1 2026 May 05, 2026
MTM Investment Management, LLC History Added to 12,636 1,654 0.52% 0.47% 923 +11 0.09% Q1 2026 May 06, 2026
Safe Harbor Fiduciary, LLC History Added to 12,629 1,653 1.57% 1.29% 924 +183 1.47% Q1 2026 May 15, 2026
AGP FRANKLIN, LLC History Reduced 12,610 1,651 0.82% 0.87% 925 -3,142 -19.95% Q1 2026 Apr 17, 2026
Mechanics Bank Trust Department History Reduced 12,602 1,650 0.23% 0.2% 926 -645 -4.87% Q1 2026 Apr 09, 2026
Constant Guidance Financial LLC History Added to 12,600 1,649 1.14% 0.68% 927 +4,300 51.81% Q1 2026 May 15, 2026
Premier Fund Managers Ltd History No change 12,500 1,647 0.12% 0.08% 928 0 0.0% Q1 2026 May 14, 2026
Everhart Financial Group, Inc. History Added to 12,526 1,640 0.14% 0.13% 929 +594 4.98% Q1 2026 Apr 09, 2026
Bright Futures Wealth Management, LLC. History New 12,496 1,636 1.12% 930 +12,496 New Q1 2026 Apr 15, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 12,489 1,635 0.06% 0.05% 931 +425 3.52% Q1 2026 Apr 24, 2026
Patten Group, Inc. History Added to 12,492 1,635 0.28% 0.27% 932 +131 1.06% Q1 2026 Apr 24, 2026
Souders Financial Advisors History Added to 12,479 1,634 0.19% 0.16% 934 +222 1.81% Q1 2026 May 04, 2026
Richard Bernstein Advisors LLC History No change 12,486 1,634 0.05% 0.04% 933 0 0.0% Q1 2026 Apr 22, 2026
Parallel Advisors, LLC History Added to 12,432 1,627 0.03% 0.02% 935 +1,253 11.21% Q1 2026 May 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 12,391 1,622 0.0% 0.01% 936 -10,380 -45.58% Q1 2026 May 14, 2026
Norway Savings Bank History Reduced 12,381 1,621 0.77% 0.69% 937 -405 -3.17% Q1 2026 Apr 20, 2026
Drake & Associates, LLC History Reduced 12,373 1,620 0.31% 0.41% 938 -5,031 -28.91% Q1 2026 May 13, 2026
Voya Financial Advisors, Inc. History Reduced 12,450 1,618 0.16% 0.14% 939 -28 -0.22% Q1 2026 May 12, 2026
NICOLET BANKSHARES INC History New 12,261 1,605 0.06% 940 +12,261 New Q1 2026 May 14, 2026
Diversified Trust Co History Reduced 12,182 1,595 0.03% 0.03% 941 -1,057 -7.98% Q1 2026 Apr 16, 2026
Penobscot Investment Management Company, Inc. History Added to 12,151 1,591 0.12% 0.11% 942 +40 0.33% Q1 2026 Apr 29, 2026
FIRST MANHATTAN CO. LLC. History Reduced 12,144 1,590 0.0% 0.0% 943 -1,151 -8.66% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 12,149 1,590 0.01% 0.01% 944 -155 -1.26% Q1 2026 May 15, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 12,145 1,590 0.54% 0.48% 945 +96 0.8% Q1 2026 Apr 01, 2026
Pullen Investment Management, LLC History Reduced 12,131 1,588 0.8% 0.76% 946 -152 -1.24% Q1 2026 Apr 15, 2026
1ST SOURCE BANK History Added to 12,103 1,584 0.08% 0.07% 947 +1,279 11.82% Q1 2026 May 04, 2026
DOLIVER ADVISORS, LP History Reduced 12,097 1,583 0.36% 0.36% 948 -336 -2.7% Q1 2026 Apr 08, 2026
EXCALIBUR MANAGEMENT CORP History Added to 12,068 1,580 0.57% 0.51% 949 +54 0.45% Q1 2026 May 05, 2026
TRUST CO OF VERMONT History No change 13,481 1,580 0.07% 0.07% 950 0 0.0% Q4 2025 Jan 16, 2026
Claro Advisors Inc. History Added to 12,046 1,577 0.19% 0.19% 951 +243 2.06% Q1 2026 Apr 21, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 11,959 1,565 0.78% 0.72% 953 -623 -4.95% Q1 2026 May 15, 2026
Marble Harbor Investment Counsel, LLC History No change 11,958 1,565 0.17% 0.15% 952 0 0.0% Q1 2026 May 08, 2026
MBL Wealth, LLC History Reduced 11,925 1,561 0.12% 0.11% 955 -92 -0.77% Q1 2026 Apr 28, 2026
Carnegie Investment Counsel History Reduced 11,926 1,561 0.03% 0.03% 954 -47 -0.39% Q1 2026 May 01, 2026
Keystone Financial Group History Added to 11,903 1,558 0.11% 0.1% 956 +676 6.02% Q1 2026 May 13, 2026
Alpha Omega Wealth Management LLC History Reduced 11,891 1,557 0.25% 0.26% 957 -1,362 -10.28% Q1 2026 Apr 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 11,834 1,549 0.0% 0.03% 958 -167,550 -93.4% Q1 2026 May 15, 2026
Mystic Asset Management, Inc. History Reduced 11,831 1,549 0.36% 0.31% 959 -13 -0.11% Q1 2026 May 08, 2026
Drucker Wealth 3.0, LLC History Reduced 11,762 1,540 0.27% 0.26% 960 -705 -5.65% Q1 2026 Apr 23, 2026
NovaPoint Capital, LLC History Added to 11,734 1,536 0.39% 0.33% 961 +885 8.16% Q1 2026 May 06, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 11,712 1,534 0.05% 0.03% 962 +3,975 51.38% Q1 2026 Apr 24, 2026
LVW Advisors, LLC History Reduced 11,708 1,533 0.15% 0.22% 963 -6,448 -35.51% Q1 2026 Apr 20, 2026
TOWNSQUARE CAPITAL LLC History Added to 11,670 1,528 0.34% 0.3% 964 +318 2.8% Q1 2026 May 13, 2026
LifePlan Financial, LLC History Added to 11,646 1,524 1.13% 0.97% 966 +895 8.32% Q1 2026 Apr 14, 2026
Point Windward Advisors Inc. History Added to 11,640 1,524 0.76% 0.64% 965 +295 2.6% Q1 2026 Apr 09, 2026
O'Keefe Stevens Advisory, Inc. History Added to 11,616 1,521 0.38% 0.32% 967 +1,257 12.13% Q1 2026 Apr 07, 2026
RiverFront Investment Group, LLC History Added to 11,615 1,520 0.02% 0.02% 968 +3,407 41.51% Q1 2026 May 11, 2026
RFG Advisory, LLC History Reduced 11,588 1,517 0.03% 0.03% 969 -2,938 -20.23% Q1 2026 Apr 17, 2026
Ausdal Financial Partners, Inc. History Added to 11,581 1,516 0.07% 0.06% 970 +215 1.89% Q1 2026 May 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 11,566 1,514 0.04% 0.03% 971 +1,596 16.01% Q1 2026 Apr 15, 2026
Haverford Trust Co History Added to 11,559 1,513 0.01% 0.01% 972 +1,542 15.39% Q1 2026 May 11, 2026
Bellecapital International Ltd. History Reduced 11,553 1,512 0.27% 0.25% 973 -433 -3.61% Q1 2026 May 12, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 11,552 1,512 0.76% 0.84% 974 -400 -3.35% Q1 2026 May 08, 2026
LCNB CORP History Added to 11,472 1,502 0.5% 0.45% 975 +40 0.35% Q1 2026 May 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 11,419 1,495 0.03% 0.03% 976 +171 1.52% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 11,403 1,493 0.05% 0.04% 977 +2,426 27.02% Q1 2026 May 15, 2026
Widmann Financial Services, Inc. History Added to 11,398 1,492 0.89% 0.78% 978 +555 5.12% Q1 2026 May 15, 2026
Candriam S.C.A. History Added to 11,392 1,491 0.01% 0.01% 979 +232 2.08% Q1 2026 Apr 30, 2026
Odyssean, LLC History New 11,377 1,489 0.54% 980 +11,377 New Q1 2026 May 15, 2026
Trust Investment Advisors History Reduced 11,345 1,485 0.87% 0.84% 981 -2,139 -15.86% Q1 2026 Apr 24, 2026
Continuum Advisory, LLC History Reduced 11,336 1,484 0.14% 0.14% 982 -934 -7.61% Q1 2026 Apr 22, 2026
Chesley Taft & Associates LLC History Reduced 11,301 1,479 0.06% 0.05% 983 -495 -4.2% Q1 2026 Apr 13, 2026
LMG Wealth Partners, LLC History Added to 11,293 1,478 0.27% 0.25% 984 +70 0.62% Q1 2026 Apr 17, 2026
SBI Okasan Asset Management Co.Ltd. History No change 11,200 1,475 0.06% 0.07% 985 0 0.0% Q1 2026 Apr 27, 2026
Hilltop Holdings Inc. History Reduced 11,231 1,470 0.13% 0.19% 986 -15,449 -57.9% Q1 2026 May 14, 2026
Greenfield Savings Bank History Reduced 11,232 1,470 0.63% 0.56% 987 -124 -1.09% Q1 2026 Apr 16, 2026
Mesirow Financial Investment Management, Inc. History Added to 11,210 1,467 0.02% 0.02% 988 +905 8.78% Q1 2026 Apr 21, 2026
OUTFITTERS FINANCIAL LLC History Reduced 11,190 1,465 1.13% 1.03% 989 -25 -0.22% Q1 2026 Apr 21, 2026
RETIREMENT GUYS FORMULA LLC History Added to 11,161 1,461 0.67% 0.54% 990 +998 9.82% Q1 2026 Apr 22, 2026
Allen Capital Group, LLC History No change 12,371 1,450 0.13% 0.13% 991 0 0.0% Q4 2025 Feb 09, 2026
Bank OZK History Reduced 11,036 1,445 0.51% 0.46% 992 -122 -1.09% Q1 2026 May 13, 2026
ADVISORTRUST PARTNERS, LLC History Added to 11,013 1,442 0.6% 0.48% 993 +1,712 18.41% Q1 2026 May 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 11,395 1,441 0.03% 0.02% 994 +7,225 173.26% Q1 2026 May 01, 2026
Revisor Wealth Management LLC History Reduced 10,933 1,431 0.4% 0.35% 995 -51 -0.46% Q1 2026 Apr 27, 2026
CORNERCAP INVESTMENT COUNSEL INC History No change 12,199 1,429 0.7% 0.7% 996 0 0.0% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 10,910 1,428 0.05% 0.04% 997 +1,516 16.14% Q1 2026 Apr 28, 2026
Kenora Financial, LLC History Added to 10,912 1,428 0.5% 0.43% 998 +118 1.09% Q1 2026 Apr 22, 2026
Fisher Asset Management, LLC History Added to 10,875 1,424 0.0% 0.0% 999 +2,739 33.67% Q1 2026 May 05, 2026
Segment Wealth Management, LLC History Reduced 10,858 1,421 0.08% 0.08% 1000 -493 -4.34% Q1 2026 Apr 20, 2026
Frec Markets, Inc. History Added to 10,833 1,418 0.24% 0.18% 1001 +5,702 111.13% Q1 2026 May 13, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 10,778 1,411 0.44% 0.41% 1002 +158 1.49% Q1 2026 May 13, 2026
Corundum Group, Inc. History Added to 10,767 1,409 0.47% 0.16% 1003 +6,822 172.93% Q1 2026 Apr 20, 2026
Valmark Advisers, Inc. History Reduced 10,744 1,406 0.02% 0.02% 1004 -793 -6.87% Q1 2026 May 01, 2026
WHALEROCK POINT PARTNERS, LLC History No change 10,732 1,405 0.27% 0.24% 1005 0 0.0% Q1 2026 May 15, 2026
Phillips Wealth Planners LLC History Added to 11,242 1,404 1.06% 1.07% 1006 +57 0.51% Q1 2026 May 14, 2026
Cherokee Insurance Co History No change 10,700 1,401 0.53% 0.51% 1007 0 0.0% Q1 2026 Apr 28, 2026
Ballentine Partners, LLC History Added to 10,654 1,395 0.02% 0.02% 1008 +583 5.79% Q1 2026 May 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 10,650 1,394 0.05% 0.05% 1009 0 0.0% Q1 2026 May 15, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 10,634 1,392 0.12% 0.13% 1010 -279 -2.56% Q1 2026 Apr 23, 2026
First County Bank /CT/ History Reduced 10,629 1,391 0.74% 0.73% 1011 -1,240 -10.45% Q1 2026 Apr 03, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 10,582 1,385 0.2% 0.17% 1012 +2 0.02% Q1 2026 May 01, 2026
Roxbury Financial LLC History Added to 10,577 1,384 1.24% 1.11% 1013 +46 0.44% Q1 2026 Apr 17, 2026
Andrew Hill Investment Advisors, Inc. History Reduced 10,560 1,382 1.23% 1.65% 1014 -7,898 -42.79% Q1 2026 Apr 14, 2026
SYON CAPITAL LLC History Added to 10,554 1,381 0.07% 0.05% 1015 +1,246 13.39% Q1 2026 May 13, 2026
Clearbridge Investments, LLC History Reduced 10,537 1,379 0.0% 0.0% 1016 -485 -4.4% Q1 2026 May 13, 2026
HBK Sorce Advisory LLC History Reduced 11,098 1,378 0.03% 0.03% 1018 -1,183 -9.63% Q1 2026 May 11, 2026
TCV Trust & Wealth Management, Inc. History Reduced 10,524 1,378 0.12% 0.1% 1017 -160 -1.5% Q1 2026 Apr 21, 2026
Hayek Kallen Investment Management History New 10,479 1,372 0.45% 1019 +10,479 New Q1 2026 May 15, 2026
Blueprint Investment Partners LLC History New 10,464 1,370 0.14% 1020 +10,464 New Q1 2026 May 15, 2026
Dickmeyer Boyce Financial Management, Inc. History New 10,458 1,369 0.81% 1022 +10,458 New Q1 2026 May 13, 2026
MainStreet Investment Advisors LLC History Reduced 10,459 1,369 0.21% 0.18% 1021 -504 -4.6% Q1 2026 May 11, 2026
Bluebird Wealth Management LLC History Added to 10,453 1,368 1.4% 1.09% 1023 +457 4.57% Q1 2026 May 08, 2026
FIDUCIARY TRUST CO History Added to 10,422 1,364 0.02% 0.01% 1024 +360 3.58% Q1 2026 May 15, 2026
Western Wealth Management, LLC History Added to 10,412 1,363 0.05% 0.05% 1025 +535 5.42% Q1 2026 May 19, 2026
Aaron Wealth Advisors LLC History Reduced 10,338 1,353 0.08% 0.09% 1026 -3,779 -26.77% Q1 2026 Apr 21, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 10,304 1,352 0.04% 0.03% 1027 +1,067 11.55% Q1 2026 May 11, 2026
Winthrop Capital Management, LLC History Added to 10,320 1,351 0.35% 0.27% 1029 +298 2.97% Q1 2026 Apr 28, 2026
CFS Investment Advisory Services, LLC History Added to 10,558 1,351 0.09% 0.09% 1028 +112 1.07% Q1 2026 Apr 29, 2026
Taylor Hoffman Capital Management LLC History Reduced 10,259 1,343 0.41% 0.37% 1030 -116 -1.12% Q1 2026 May 12, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 10,219 1,338 0.43% 0.35% 1031 +470 4.82% Q1 2026 Apr 21, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 10,200 1,335 0.4% 0.34% 1032 +639 6.68% Q1 2026 May 08, 2026
READYSTATE ASSET MANAGEMENT LP History New 10,100 1,322 0.06% 1033 +10,100 New Q1 2026 May 15, 2026
GTS SECURITIES LLC History Added to 10,071 1,318 0.05% 0.03% 1034 +3,578 55.11% Q1 2026 May 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 10,050 1,315 0.09% 0.09% 1035 -912 -8.32% Q1 2026 May 12, 2026
RIA Advisory Group LLC History Added to 10,036 1,314 0.31% 0.26% 1036 +861 9.38% Q1 2026 Apr 23, 2026
KCM INVESTMENT ADVISORS LLC History Added to 9,982 1,307 0.04% 0.04% 1037 +110 1.11% Q1 2026 May 15, 2026
Edge Financial Advisors LLC History No change 6,664 1,304 0.55% 0.55% 1038 0 0.0% Q4 2025 Jan 28, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 9,954 1,303 0.55% 0.51% 1039 -300 -2.93% Q1 2026 May 01, 2026
FCA CORP /TX History Added to 9,912 1,297 0.37% 0.32% 1040 +197 2.03% Q1 2026 May 14, 2026
CHICAGO TRUST Co NA History Added to 9,865 1,291 0.21% 0.18% 1041 +38 0.39% Q1 2026 Apr 24, 2026
MATHER GROUP, LLC. History Reduced 9,787 1,281 0.01% 0.01% 1042 -65 -0.66% Q1 2026 Apr 13, 2026
Hexagon Capital Partners LLC History New 9,716 1,272 0.19% 1043 +9,716 New Q1 2026 May 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 9,705 1,270 0.04% 0.03% 1044 +137 1.43% Q1 2026 Apr 21, 2026
B. Riley Wealth Advisors, Inc. History Reduced 9,632 1,268 0.08% 0.06% 1045 -1,472 -13.26% Q1 2026 Apr 24, 2026
BCS Private Wealth Management, Inc. History Added to 9,691 1,268 0.39% 0.37% 1046 +486 5.28% Q1 2026 Apr 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 9,593 1,256 0.1% 0.07% 1047 +1,973 25.89% Q1 2026 Apr 23, 2026
First City Capital Management, Inc. History Reduced 9,587 1,255 0.67% 0.65% 1048 -906 -8.63% Q1 2026 Apr 17, 2026
AA Financial Advisors, LLC History Added to 9,577 1,254 0.18% 0.18% 1049 +1,182 14.08% Q1 2026 Apr 20, 2026
Elm Partners Management LLC History Added to 9,463 1,246 0.05% 0.05% 1050 +209 2.26% Q1 2026 May 13, 2026
NATIXIS History New 9,514 1,245 0.0% 1052 +9,514 New Q1 2026 May 14, 2026
Verity Asset Management, Inc. History Added to 9,509 1,245 0.52% 0.46% 1051 +289 3.13% Q1 2026 Apr 21, 2026
Cascades Capital Asset Management, LLC History Reduced 9,506 1,244 0.52% 0.75% 1054 -20,309 -68.12% Q1 2026 May 15, 2026
Sculati Wealth Management, LLC History Added to 9,501 1,244 0.46% 0.38% 1053 +406 4.46% Q1 2026 Apr 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 9,486 1,242 0.03% 0.01% 1055 +5,008 111.84% Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 9,490 1,242 0.04% 0.03% 1056 +1,738 22.42% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Reduced 9,472 1,240 0.01% 0.02% 1057 -2,527 -21.06% Q1 2026 May 15, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 9,436 1,235 0.15% 0.16% 1058 -375 -3.82% Q1 2026 Apr 16, 2026
Kellett Wealth Advisors, LLC History Reduced 9,427 1,234 0.67% 0.64% 1059 -95 -1.0% Q1 2026 May 04, 2026
Pines Wealth Management, LLC History Reduced 9,419 1,233 0.4% 0.37% 1060 -427 -4.34% Q1 2026 Apr 08, 2026
DANSKE BANK A/S History No change 9,387 1,229 0.0% 0.0% 1061 0 0.0% Q1 2026 May 12, 2026
Rollins Financial Advisors, LLC History Added to 9,382 1,228 0.19% 0.16% 1062 +12 0.13% Q1 2026 May 05, 2026
Abacus Planning Group, Inc. History Reduced 9,356 1,225 0.16% 0.15% 1063 -28 -0.3% Q1 2026 Apr 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 9,311 1,219 0.02% 0.02% 1064 +684 7.93% Q1 2026 May 11, 2026
Leonteq Securities AG History Added to 9,307 1,218 0.05% 0.02% 1065 +4,231 83.35% Q1 2026 Apr 27, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 9,300 1,217 0.14% 0.07% 1066 +3,949 73.8% Q1 2026 May 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 9,280 1,215 0.01% 0.01% 1067 +679 7.89% Q1 2026 May 12, 2026
Crestwood Advisors Group, LLC History Added to 9,275 1,214 0.02% 0.01% 1068 +1,660 21.8% Q1 2026 May 05, 2026
SAPIENT CAPITAL LLC History Added to 9,256 1,211 0.02% 0.01% 1069 +2,358 34.18% Q1 2026 Apr 08, 2026
Atlas Brown,Inc. History Added to 9,232 1,208 0.36% 0.32% 1070 +39 0.42% Q1 2026 Apr 17, 2026
PeakShares LLC History Added to 9,204 1,205 1.11% 0.98% 1071 +636 7.42% Q1 2026 May 05, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 9,199 1,204 0.57% 0.51% 1072 -66 -0.71% Q1 2026 Apr 20, 2026
Campbell & CO Investment Adviser LLC History New 9,163 1,199 0.07% 1073 +9,163 New Q1 2026 May 15, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 9,154 1,198 0.64% 0.61% 1074 -100 -1.08% Q1 2026 May 13, 2026
Wills Financial Group LLC History Added to 9,656 1,196 0.45% 0.38% 1075 +1,113 13.03% Q1 2026 May 14, 2026
Field & Main Bank History Reduced 9,108 1,192 0.35% 0.31% 1076 -40 -0.44% Q1 2026 Apr 10, 2026
DEARBORN PARTNERS LLC History Added to 9,103 1,191 0.06% 0.04% 1077 +2,775 43.85% Q1 2026 May 12, 2026
Chicago Capital, LLC History Reduced 9,088 1,189 0.03% 0.03% 1078 -1,031 -10.19% Q1 2026 Apr 23, 2026
Gibbs Wealth Management History Added to 9,049 1,184 0.16% 0.24% 1079 +704 8.44% Q1 2026 May 13, 2026
Formidable Asset Management, LLC History Reduced 10,095 1,183 0.18% 0.18% 1080 -3 -0.03% Q1 2026 Apr 22, 2026
OneAscent Financial Services LLC History Added to 9,003 1,178 0.06% 0.06% 1081 +3,869 75.36% Q1 2026 Apr 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 8,989 1,177 0.08% 0.08% 1082 +7 0.08% Q1 2026 May 06, 2026
Summit Global Investments History Reduced 8,965 1,174 0.07% 0.07% 1083 -516 -5.44% Q1 2026 May 07, 2026
Sollinda Capital Management LLC History Reduced 8,916 1,167 0.28% 0.27% 1085 -207 -2.27% Q1 2026 Apr 30, 2026
INGALLS & SNYDER LLC History Reduced 8,911 1,167 0.04% 0.04% 1084 -16 -0.18% Q1 2026 May 13, 2026
Checchi Capital Advisers, LLC History Added to 8,865 1,160 0.06% 0.05% 1086 +748 9.22% Q1 2026 May 04, 2026
Allred Capital Management, LLC History Added to 8,857 1,159 0.42% 0.37% 1087 +14 0.16% Q1 2026 May 13, 2026
Strategic Investment Advisors / MI History Added to 8,838 1,157 0.08% 0.02% 1088 +7,036 390.46% Q1 2026 May 18, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 8,830 1,156 0.07% 0.07% 1090 -858 -8.86% Q1 2026 May 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 8,831 1,156 0.13% 0.12% 1089 -329 -3.59% Q1 2026 May 11, 2026
First Dallas Securities Inc. History No change 8,827 1,155 0.43% 0.38% 1091 0 0.0% Q1 2026 Apr 27, 2026
CoreCap Advisors, LLC History Added to 8,801 1,152 0.04% 0.03% 1092 +2,534 40.43% Q1 2026 Apr 07, 2026
Ancora Advisors LLC History Reduced 8,792 1,151 0.02% 0.02% 1093 -179 -2.0% Q1 2026 May 15, 2026
CX Institutional History Reduced 8,772 1,149 0.04% 0.03% 1094 -734 -7.72% Q1 2026 Apr 06, 2026
Violich Capital Management, Inc. History No change 8,708 1,140 0.13% 0.11% 1095 0 0.0% Q1 2026 Apr 08, 2026
Cape Investment Advisory, Inc. History Added to 8,692 1,138 0.38% 0.3% 1097 +411 4.96% Q1 2026 May 15, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 8,691 1,138 0.5% 0.46% 1096 +1 0.01% Q1 2026 Apr 15, 2026
Nepsis Inc. History Reduced 8,675 1,135 0.38% 0.32% 1098 -144 -1.63% Q1 2026 Apr 15, 2026
Huntleigh Advisors, Inc. History Added to 8,649 1,132 0.19% 0.16% 1099 +521 6.41% Q1 2026 Apr 21, 2026
SUMITOMO LIFE INSURANCE CO History Added to 8,640 1,131 0.03% 0.03% 1100 +237 2.82% Q1 2026 May 12, 2026
CURA WEALTH ADVISORS, LLC History Added to 8,613 1,127 0.5% 0.38% 1101 +68 0.8% Q1 2026 May 08, 2026
Rithm Capital Corp. History Added to 8,600 1,126 1.67% 1.53% 1102 +3,000 53.57% Q1 2026 May 15, 2026
STABLEFORD CAPITAL II LLC History Reduced 8,579 1,123 0.42% 0.39% 1103 -699 -7.53% Q1 2026 Apr 06, 2026
Ransom Advisory, Ltd History No change 9,565 1,121 0.44% 0.44% 1104 0 0.0% Q4 2025 Jan 06, 2026
International Private Wealth Advisors LLC History Reduced 8,530 1,116 0.68% 0.66% 1105 -426 -4.76% Q1 2026 Apr 21, 2026
CROBAN History Added to 8,519 1,115 0.52% 0.45% 1107 +577 7.27% Q1 2026 May 12, 2026
NEVILLE RODIE & SHAW INC History No change 8,515 1,115 0.08% 0.07% 1106 0 0.0% Q1 2026 Apr 01, 2026
Cassaday & Co Wealth Management LLC History Reduced 8,506 1,113 0.02% 0.02% 1108 -57 -0.67% Q1 2026 May 07, 2026
Intesa Sanpaolo S.p.A. History Reduced 8,500 1,112 0.07% 0.07% 1109 -1,500 -15.0% Q1 2026 May 15, 2026
Inspire Advisors, LLC History Added to 8,499 1,112 0.09% 0.08% 1110 +1,438 20.37% Q1 2026 May 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,451 1,106 0.07% 0.05% 1112 -157,849 -94.92% Q1 2026 May 12, 2026
INTEGRITY ALLIANCE, LLC. History Added to 8,452 1,106 0.04% 0.03% 1111 +625 7.99% Q1 2026 May 11, 2026
First Command Advisory Services, Inc. History Added to 8,424 1,103 0.01% 0.01% 1113 +199 2.42% Q1 2026 May 07, 2026
CenterBook Partners LP History New 8,349 1,093 0.06% 1114 +8,349 New Q1 2026 May 05, 2026
Aviance Capital Partners, LLC History No change 8,323 1,089 0.13% 0.11% 1115 0 0.0% Q1 2026 May 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 8,300 1,086 0.03% 0.03% 1116 +88 1.07% Q1 2026 Apr 07, 2026
Frank, Rimerman Advisors LLC History Reduced 8,272 1,083 0.07% 0.06% 1118 -160 -1.9% Q1 2026 Apr 29, 2026
REAVES W H & CO INC History Added to 8,277 1,083 0.02% 0.02% 1117 +113 1.38% Q1 2026 May 07, 2026
Focus Partners Advisor Solutions, LLC History Reduced 8,231 1,078 0.01% 0.02% 1119 -6,579 -44.42% Q1 2026 May 13, 2026
Aprio Wealth Management, LLC History Added to 8,187 1,072 0.06% 0.05% 1120 +627 8.29% Q1 2026 May 11, 2026
Thrive Wealth Management, LLC History Reduced 8,159 1,068 0.16% 0.15% 1121 -668 -7.57% Q1 2026 Apr 09, 2026
Alessandra Capital Management, LLC History Reduced 8,139 1,065 0.91% 0.92% 1123 -650 -7.4% Q1 2026 Apr 30, 2026
Rehmann Capital Advisory Group History Reduced 8,133 1,065 0.06% 0.05% 1122 -74 -0.9% Q1 2026 May 15, 2026
Foster Victor Wealth Advisors, LLC History Reduced 8,169 1,060 0.06% 0.06% 1124 -316 -3.72% Q1 2026 Apr 20, 2026
Harbour Trust & Investment Management Co History Reduced 8,100 1,060 0.11% 0.1% 1125 -150 -1.82% Q1 2026 Apr 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 8,079 1,057 0.07% 0.06% 1126 -122 -1.49% Q1 2026 May 15, 2026
ALBION FINANCIAL GROUP /UT History Added to 8,048 1,053 0.07% 0.05% 1127 +964 13.61% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 8,041 1,052 0.07% 0.06% 1128 +9 0.11% Q1 2026 May 01, 2026
INTRUST BANK NA History Reduced 8,026 1,050 0.09% 0.08% 1129 -148 -1.81% Q1 2026 May 06, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 8,008 1,048 0.07% 0.07% 1131 -462 -5.45% Q1 2026 Apr 28, 2026
CHAPIN DAVIS, INC. History No change 8,010 1,048 0.23% 0.22% 1130 0 0.0% Q1 2026 Apr 21, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 7,996 1,047 0.15% 0.14% 1132 +16 0.2% Q1 2026 Apr 13, 2026
HM PAYSON & CO History Reduced 7,991 1,046 0.02% 0.01% 1133 -200 -2.44% Q1 2026 Apr 13, 2026
Prosperity Consulting Group, LLC History Reduced 7,985 1,045 0.05% 0.08% 1134 -7,012 -46.76% Q1 2026 May 05, 2026
JBR Co Financial Management Inc History No change 8,911 1,044 0.44% 0.44% 1135 0 0.0% Q1 2026 Apr 08, 2026
Fiduciary Group, LLC History Reduced 7,946 1,040 0.09% 0.08% 1137 -160 -1.97% Q1 2026 May 11, 2026
WULFF, HANSEN & CO. History No change 7,950 1,040 1.06% 0.78% 1136 0 0.0% Q1 2026 May 07, 2026
SCS Capital Management LLC History Reduced 7,927 1,038 0.01% 0.01% 1138 -586 -6.88% Q1 2026 May 11, 2026
Pathfinder Wealth Consulting, Inc. History Reduced 7,922 1,037 0.67% 0.6% 1139 -227 -2.79% Q1 2026 Apr 20, 2026
Marble Wealth, LLC History Reduced 7,908 1,035 0.18% 0.15% 1140 -1,132 -12.52% Q1 2026 May 14, 2026
Sawyer & Company, Inc History Reduced 7,902 1,034 0.4% 0.34% 1141 -222 -2.73% Q1 2026 Apr 23, 2026
Birch Hill Investment Advisors LLC History No change 7,888 1,032 0.05% 0.04% 1142 0 0.0% Q1 2026 Apr 29, 2026
DB&C Advisors, LLC History Added to 7,879 1,031 1.34% 1.15% 1143 +33 0.42% Q1 2026 Apr 24, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 7,869 1,030 0.18% 1144 +7,869 New Q1 2026 Apr 28, 2026
Archford Capital Strategies, LLC History Reduced 7,842 1,026 0.12% 0.11% 1145 -122 -1.53% Q1 2026 Apr 15, 2026
Essex Bank History Reduced 7,815 1,023 0.23% 0.2% 1146 -67 -0.85% Q1 2026 Apr 17, 2026
NORTH DALLAS BANK & TRUST CO History Added to 7,766 1,016 0.69% 0.59% 1147 +100 1.3% Q1 2026 May 14, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 7,755 1,015 0.05% 0.04% 1148 -50 -0.64% Q1 2026 May 14, 2026
Indivisible Partners History Added to 7,745 1,014 0.09% 0.06% 1149 +2,715 53.98% Q1 2026 Apr 30, 2026
LongView Wealth Management History Reduced 7,810 1,013 0.25% 0.33% 1150 -4,040 -34.09% Q1 2026 Apr 15, 2026
Themes Management Co LLC History Added to 7,699 1,008 0.62% 0.57% 1151 +1,211 18.67% Q1 2026 May 15, 2026
Simplicity Wealth,LLC History Reduced 7,581 992 0.06% 0.05% 1152 -79 -1.03% Q1 2026 Apr 30, 2026
Community Bank of Raymore History Reduced 7,565 990 0.66% 0.61% 1154 -125 -1.63% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 7,535 990 0.02% 0.02% 1153 +33 0.44% Q1 2026 Apr 28, 2026
Nilsine Partners, LLC History Added to 7,774 987 0.08% 0.07% 1155 +1,023 15.15% Q1 2026 Apr 29, 2026
Three Magnolias Financial Advisors, LLC History Reduced 7,540 987 0.63% 0.57% 1156 -252 -3.23% Q1 2026 Apr 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 7,532 986 0.05% 0.05% 1159 +447 6.31% Q1 2026 May 06, 2026
Mayflower Financial Advisors, LLC History Added to 7,537 986 0.12% 0.1% 1158 +160 2.17% Q1 2026 Apr 23, 2026
Bigelow Investment Advisors, LLC History Added to 7,532 986 0.39% 0.34% 1157 +159 2.16% Q1 2026 Apr 23, 2026
SIG BROKERAGE, LP History New 7,500 982 0.03% 1160 +7,500 New Q1 2026 May 15, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 7,463 977 0.16% 0.12% 1161 +1,026 15.94% Q1 2026 Apr 29, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 7,441 974 0.09% 0.07% 1162 +3 0.04% Q1 2026 Apr 15, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 7,434 973 0.21% 0.2% 1163 -66 -0.88% Q1 2026 May 15, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 7,429 972 0.3% 0.26% 1164 0 0.0% Q1 2026 May 13, 2026
Gratus Wealth Advisors, LLC History Added to 7,402 969 0.14% 0.12% 1165 +2 0.03% Q1 2026 May 04, 2026
CVFG LLC History Added to 7,398 968 0.12% 0.29% 1167 +3,799 105.56% Q1 2026 Apr 29, 2026
Legacy Financial Advisors, Inc. History Added to 7,393 968 0.14% 0.12% 1166 +144 1.99% Q1 2026 Apr 30, 2026
Kapstone Financial Advisors LLC History Added to 7,355 963 0.47% 0.42% 1168 +73 1.0% Q1 2026 Apr 22, 2026
CIGNA INVESTMENTS INC /NEW History No change 7,346 962 0.15% 0.12% 1169 0 0.0% Q1 2026 May 11, 2026
BCS Wealth Management History Reduced 7,334 960 0.2% 0.17% 1170 -7,332 -49.99% Q1 2026 Apr 17, 2026
Persium Advisors, LLC History Added to 7,332 960 0.76% 0.59% 1171 +343 4.91% Q1 2026 May 01, 2026
Stockman Wealth Management, Inc. History Added to 7,331 959 0.11% 0.09% 1172 +902 14.03% Q1 2026 Apr 13, 2026
Baldwin Investment Management, LLC History Reduced 7,322 958 0.11% 0.1% 1173 -504 -6.44% Q1 2026 May 12, 2026
Gryphon Financial Partners LLC History Added to 7,309 957 0.1% 0.09% 1174 +391 5.65% Q1 2026 May 06, 2026
Powers Advisory Group, LLC History Reduced 7,313 957 0.34% 0.32% 1175 -41 -0.56% Q1 2026 Apr 21, 2026
Zinnia Wealth Advisory, LLC History Added to 7,276 952 1.07% 0.91% 1176 +83 1.15% Q1 2026 May 08, 2026
Gradient Investments LLC History Added to 7,267 951 0.01% 0.01% 1177 +157 2.21% Q1 2026 Apr 13, 2026
PITTENGER & ANDERSON INC History No change 7,250 949 0.04% 0.03% 1178 0 0.0% Q1 2026 May 01, 2026
CIDEL ASSET MANAGEMENT INC History Added to 7,246 948 0.05% 0.05% 1179 +1,198 19.81% Q1 2026 Apr 17, 2026
Stratos Wealth Advisors, LLC History Added to 7,211 944 0.06% 0.04% 1180 +112 1.58% Q1 2026 Apr 28, 2026
Crews Bank & Trust History Added to 7,209 943 0.14% 0.08% 1181 +2,155 42.64% Q1 2026 May 13, 2026
MidWestOne Financial Group, Inc. History No change 8,029 940 0.1% 0.1% 1182 0 0.0% Q4 2025 Feb 12, 2026
Lantz Financial LLC History Added to 7,154 936 0.19% 0.17% 1183 +185 2.65% Q1 2026 Apr 09, 2026
MADDEN SECURITIES Corp History No change 7,121 932 0.28% 0.25% 1184 0 0.0% Q1 2026 May 05, 2026
West Family Investments, Inc. History Reduced 7,087 927 0.32% 0.24% 1185 -1,479 -17.27% Q1 2026 May 07, 2026
Headlands Technologies LLC History New 7,079 926 0.11% 1186 +7,079 New Q1 2026 May 13, 2026
Archer Investment Corp History Added to 6,999 916 0.2% 0.18% 1187 +10 0.14% Q1 2026 May 04, 2026
Ameritas Investment Partners, Inc. History No change 6,972 912 0.03% 0.02% 1188 0 0.0% Q1 2026 May 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 6,941 909 0.09% 0.08% 1189 0 0.0% Q1 2026 Apr 02, 2026
Clarion Wealth Managment Partners, LLC History Added to 6,938 908 0.82% 0.7% 1190 +483 7.48% Q1 2026 May 08, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 6,934 907 0.2% 0.2% 1192 -552 -7.37% Q1 2026 May 05, 2026
KLCM Advisors, Inc. History Added to 6,927 907 0.08% 0.07% 1191 +100 1.46% Q1 2026 Apr 30, 2026
WHITTIER TRUST CO History Reduced 6,887 905 0.01% 0.01% 1193 -821 -10.65% Q1 2026 Apr 28, 2026
VeraBank, N.A. History Reduced 6,904 904 0.17% 0.15% 1194 -227 -3.18% Q1 2026 May 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 6,884 901 0.01% 0.01% 1195 +340 5.2% Q1 2026 May 05, 2026
Cannon Financial Strategists, Inc. History Added to 6,873 899 0.12% 0.11% 1197 +33 0.48% Q1 2026 May 12, 2026
Manchester Capital Management LLC History No change 6,872 899 0.13% 0.11% 1196 0 0.0% Q1 2026 May 11, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 6,852 897 0.04% 0.04% 1198 -19 -0.28% Q1 2026 May 15, 2026
V-Square Quantitative Management LLC History Added to 6,843 896 0.09% 0.07% 1199 +1,090 18.95% Q1 2026 Apr 27, 2026
Soltis Investment Advisors LLC History Added to 6,774 886 0.06% 0.05% 1200 +232 3.55% Q1 2026 Apr 27, 2026
Smith Thornton Advisors LLC History Added to 6,762 885 0.45% 0.39% 1201 +210 3.21% Q1 2026 Apr 16, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 6,750 883 0.32% 0.28% 1202 -175 -2.53% Q1 2026 May 11, 2026
Procyon Advisors, LLC History Added to 6,735 881 0.04% 0.03% 1203 +701 11.62% Q1 2026 May 04, 2026
Hills Bank & Trust Co History Reduced 6,722 880 0.04% 0.05% 1204 -941 -12.28% Q1 2026 May 01, 2026
HORAN Wealth, LLC History Reduced 7,242 880 0.08% 0.13% 1205 -30 -0.41% Q1 2026 May 08, 2026
Capital Square, LLC History Added to 6,906 878 0.4% 0.39% 1206 +350 5.34% Q1 2026 May 11, 2026
Legacy Wealth Asset Management, LLC History Added to 6,708 878 0.21% 0.19% 1207 +31 0.46% Q1 2026 Apr 08, 2026
Paradigm Capital Management, LLC/NV History Added to 6,701 877 0.8% 0.68% 1208 +442 7.06% Q1 2026 May 05, 2026
CARRET ASSET MANAGEMENT, LLC History No change 6,688 875 0.09% 0.07% 1209 0 0.0% Q1 2026 May 15, 2026
WASHINGTON TRUST Co History Reduced 6,662 872 0.03% 0.03% 1210 -205 -2.99% Q1 2026 Apr 06, 2026
Venture Visionary Partners LLC History Reduced 6,658 871 0.03% 0.03% 1211 -353 -5.03% Q1 2026 May 14, 2026
FARMERS TRUST CO History Reduced 6,634 868 0.14% 0.79% 1212 -34,944 -84.04% Q1 2026 Apr 07, 2026
Claris Financial LLC History Reduced 6,613 865 0.47% 0.41% 1213 -21 -0.32% Q1 2026 May 18, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Added to 6,599 864 0.52% 0.44% 1214 +821 14.21% Q1 2026 May 15, 2026
Mechanics Financial Corp History Added to 6,604 864 0.36% 0.28% 1215 +70 1.07% Q1 2026 May 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,576 861 0.04% 0.04% 1216 +708 12.07% Q1 2026 Apr 15, 2026
AdvisorNet Financial, Inc History Reduced 6,583 861 0.04% 0.04% 1217 -32 -0.48% Q1 2026 Apr 17, 2026
Journey Advisory Group, LLC History Reduced 6,561 859 0.07% 0.07% 1218 -1,030 -13.57% Q1 2026 May 05, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Added to 6,543 856 0.51% 0.4% 1219 +279 4.45% Q1 2026 Apr 07, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 6,527 854 0.72% 0.64% 1220 -63 -0.96% Q1 2026 May 15, 2026
Avantax Planning Partners, Inc. History Reduced 6,519 853 0.02% 0.03% 1221 -1,195 -15.49% Q1 2026 May 04, 2026
EPG Wealth Management LLC History Added to 6,519 853 0.23% 0.19% 1222 +358 5.81% Q1 2026 May 07, 2026
BIP Wealth, LLC History Reduced 6,500 851 0.03% 0.03% 1223 -424 -6.12% Q1 2026 Apr 27, 2026
XY Planning Network, Inc. History Added to 6,508 851 0.14% 0.13% 1224 +215 3.42% Q1 2026 Apr 14, 2026
Financial Security Advisor, Inc. History Added to 6,484 849 0.16% 0.11% 1225 +1,566 31.84% Q1 2026 May 04, 2026
NewEdge Wealth, LLC History Reduced 6,449 844 0.01% 0.02% 1226 -4,925 -43.3% Q1 2026 May 13, 2026
Cross Staff Investments Inc History No change 6,449 844 0.43% 0.42% 1227 0 0.0% Q1 2026 Apr 23, 2026
McGrath & Associates, Inc. History Reduced 6,439 843 1.24% 1.17% 1228 -595 -8.46% Q1 2026 Apr 10, 2026
Strategic Wealth Partners, Ltd. History Reduced 6,420 840 0.06% 0.42% 1230 -46,325 -87.83% Q1 2026 May 12, 2026
Cornerstone Advisory, LLC History Added to 6,416 840 0.08% 0.07% 1229 +586 10.05% Q1 2026 May 04, 2026
3Chopt Investment Partners, LLC History Added to 6,415 839 0.19% 0.16% 1232 +160 2.56% Q1 2026 Apr 23, 2026
CALTON & ASSOCIATES, INC. History Added to 6,412 839 0.12% 0.11% 1231 +7 0.11% Q1 2026 May 13, 2026
Finivi Inc. History Added to 6,407 838 0.46% 0.37% 1234 +934 17.07% Q1 2026 Apr 10, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 6,403 838 0.11% 0.1% 1233 -77 -1.19% Q1 2026 May 06, 2026
Joel Isaacson & Co., LLC History Added to 6,362 833 0.03% 0.02% 1235 +693 12.22% Q1 2026 Apr 22, 2026
Keudell/Morrison Wealth Management History Reduced 6,356 832 0.17% 0.16% 1236 -4 -0.06% Q1 2026 Apr 20, 2026
Trust Point Inc. History Added to 6,351 831 0.07% 0.04% 1237 +1,718 37.08% Q1 2026 Apr 15, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 6,347 831 0.68% 0.61% 1238 -12 -0.19% Q1 2026 May 04, 2026
BOWEN HANES & CO INC History Reduced 6,343 830 0.02% 0.02% 1239 -800 -11.2% Q1 2026 May 14, 2026
DIVERSIFIED MANAGEMENT INC History New 6,331 829 0.14% 1240 +6,331 New Q1 2026 Apr 09, 2026
Diligent Investors, LLC History Reduced 6,309 826 0.2% 0.18% 1241 -70 -1.1% Q1 2026 Apr 15, 2026
MCF Advisors LLC History Added to 6,306 825 0.04% 0.03% 1244 +2,097 49.82% Q1 2026 May 11, 2026
UNITED BANK History Reduced 6,305 825 0.11% 0.1% 1243 -240 -3.67% Q1 2026 May 11, 2026
EDGEWOOD MANAGEMENT LLC History No change 6,302 825 0.01% 0.0% 1242 0 0.0% Q1 2026 May 14, 2026
Garrett Wealth Advisory Group, LLC History Added to 6,296 824 0.15% 0.13% 1245 +532 9.23% Q1 2026 Apr 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 6,291 823 0.01% 0.01% 1246 +1,655 35.7% Q1 2026 Apr 13, 2026
Spinnaker Investment Group, LLC History Reduced 6,290 823 0.17% 0.13% 1248 -7 -0.11% Q1 2026 Apr 08, 2026
Wilson & Boucher Capital Management, LLC History No change 6,291 823 0.55% 0.48% 1247 0 0.0% Q1 2026 May 18, 2026
Trivium Point Advisory, LLC History Reduced 6,271 821 0.15% 0.13% 1249 -5,033 -44.52% Q1 2026 Apr 21, 2026
CAPITAL ADVISORS INC/OK History Reduced 6,258 819 0.01% 0.01% 1250 -563 -8.25% Q1 2026 Apr 27, 2026
Bank of New Hampshire History Added to 6,255 819 0.19% 0.16% 1251 +220 3.65% Q1 2026 Apr 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 6,261 819 0.05% 0.05% 1252 -104 -1.63% Q1 2026 Apr 10, 2026
Grant Private Wealth Management Inc History Added to 6,231 815 0.43% 0.34% 1253 +1,459 30.57% Q1 2026 Apr 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 6,205 812 0.05% 0.05% 1254 -882 -12.45% Q1 2026 Apr 09, 2026
Future Financial Wealth Managment LLC History Added to 6,336 810 0.52% 0.51% 1255 +24 0.38% Q1 2026 Apr 16, 2026
Financial Management Professionals, Inc. History Added to 6,182 809 0.09% 0.07% 1257 +66 1.08% Q1 2026 Apr 15, 2026
Cadence Bank History No change 6,910 809 0.05% 0.05% 1256 0 0.0% Q4 2025 Jan 30, 2026
Dorsey & Whitney Trust CO LLC History Reduced 6,167 807 0.04% 0.04% 1259 -103 -1.64% Q1 2026 May 14, 2026
MCDANIEL TERRY & CO History Added to 6,168 807 0.07% 0.06% 1258 +15 0.24% Q1 2026 May 05, 2026
Crescent Sterling, Ltd. History Added to 6,163 806 0.78% 0.73% 1260 +45 0.74% Q1 2026 Apr 07, 2026
BEARING POINT CAPITAL, LLC History No change 6,151 805 0.13% 0.11% 1261 0 0.0% Q1 2026 May 07, 2026
Northstar Financial Companies, Inc. History Reduced 6,144 804 0.64% 0.95% 1262 -4,053 -39.75% Q1 2026 May 05, 2026
Northwest Bancshares, Inc. History Reduced 6,132 802 0.16% 0.14% 1264 -25 -0.41% Q1 2026 May 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 6,131 802 0.33% 0.3% 1263 -7 -0.11% Q1 2026 May 05, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 6,115 800 0.08% 0.07% 1265 +41 0.68% Q1 2026 Apr 09, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Reduced 6,066 794 0.17% 0.15% 1266 -879 -12.66% Q1 2026 Apr 30, 2026
Parkside Financial Bank & Trust History Reduced 6,063 793 0.06% 0.05% 1267 -178 -2.85% Q1 2026 May 13, 2026
Aspen Wealth Strategies, LLC History Added to 6,052 792 0.42% 0.38% 1269 +78 1.31% Q1 2026 May 08, 2026
MITCHELL SINKLER & STARR/PA History No change 6,051 792 0.37% 0.32% 1268 0 0.0% Q1 2026 Apr 13, 2026
Tannin Capital LLC History Added to 6,034 790 0.57% 0.6% 1272 +290 5.05% Q1 2026 May 12, 2026
United Bank History Reduced 6,040 790 0.26% 0.24% 1270 -49 -0.8% Q1 2026 May 01, 2026
Challenger Wealth Management History No change 6,745 790 0.6% 0.6% 1271 0 0.0% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Added to 6,020 788 0.09% 0.08% 1274 +146 2.49% Q1 2026 May 04, 2026
WATERS PARKERSON & CO., LLC History No change 6,022 788 0.04% 0.03% 1273 0 0.0% Q1 2026 Apr 29, 2026
SPINNAKER TRUST History Added to 6,017 787 0.04% 0.03% 1275 +466 8.39% Q1 2026 Apr 23, 2026
Finward Bancorp History No change 5,943 778 0.62% 0.54% 1276 0 0.0% Q1 2026 Apr 10, 2026
CacheTech Inc. History Added to 5,931 776 0.15% 0.06% 1277 +2,954 99.23% Q1 2026 May 11, 2026
Wealth Management Associates, Inc. History Reduced 5,933 776 0.27% 0.24% 1278 -80 -1.33% Q1 2026 May 13, 2026
Arbor Investment Advisors, LLC History Added to 5,915 774 0.1% 0.06% 1279 +2,067 53.72% Q1 2026 Apr 28, 2026
NorthRock Partners, LLC History Reduced 5,917 774 0.01% 0.01% 1280 -427 -6.73% Q1 2026 May 15, 2026
STEPH & CO History Reduced 5,904 773 0.22% 0.2% 1281 -46 -0.77% Q1 2026 Apr 17, 2026
WealthPoint Financial, LLC History No change 6,581 771 0.67% 0.67% 1282 0 0.0% Q1 2026 Apr 23, 2026
Freestone Capital Holdings, LLC History Added to 5,879 769 0.02% 0.02% 1283 +99 1.71% Q1 2026 May 13, 2026
Avestar Capital, LLC History Added to 5,861 767 0.05% 0.04% 1284 +715 13.89% Q1 2026 May 13, 2026
McMillan Office, Inc. History No change 5,865 767 0.1% 0.08% 1285 0 0.0% Q1 2026 Apr 23, 2026
Monument Capital Management History Reduced 5,852 766 0.19% 0.19% 1286 -608 -9.41% Q1 2026 Apr 15, 2026
Goepper Burkhardt LLC History Reduced 5,832 763 0.25% 0.25% 1287 -620 -9.61% Q1 2026 May 13, 2026
Register Financial Advisors LLC History Added to 5,829 763 0.28% 0.24% 1288 +562 10.67% Q1 2026 Apr 15, 2026
VISIONARY HORIZONS, LLC History Reduced 5,834 763 0.38% 0.37% 1289 -334 -5.42% Q1 2026 Apr 17, 2026
CFO CAPITAL MANAGEMENT LLC History Reduced 5,793 762 0.63% 0.51% 1290 -50 -0.86% Q1 2026 May 04, 2026
Keel Point, LLC History No change 6,470 758 0.05% 0.05% 1291 0 0.0% Q4 2025 Feb 12, 2026
Cypress Wealth Services, LLC History Added to 5,784 757 0.11% 0.09% 1292 +137 2.43% Q1 2026 Apr 15, 2026
High Net Worth Advisory Group LLC History No change 5,763 754 0.18% 0.16% 1293 0 0.0% Q1 2026 Apr 17, 2026
ABN AMRO Bank N.V. History Added to 5,680 753 0.01% 0.0% 1294 +1,480 35.24% Q1 2026 Apr 22, 2026
Golden State Wealth Management, LLC History Reduced 5,753 753 0.08% 0.08% 1295 -591 -9.32% Q1 2026 Apr 28, 2026
Glen Eagle Advisors, LLC History Reduced 5,753 753 0.11% 0.09% 1296 -112 -1.91% Q1 2026 May 15, 2026
ALERUS FINANCIAL NA History Added to 5,748 752 0.04% 0.01% 1297 +4,594 398.09% Q1 2026 May 12, 2026
Wellington Shields & Co., LLC History No change 5,749 752 0.19% 0.17% 1298 0 0.0% Q1 2026 May 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 5,733 750 0.18% 0.16% 1299 0 0.0% Q1 2026 May 13, 2026
Premier Path Wealth Partners, LLC History Added to 5,716 748 0.1% 0.08% 1301 +693 13.8% Q1 2026 Apr 23, 2026
Roundview Capital LLC History Reduced 5,719 748 0.05% 0.04% 1300 -342 -5.64% Q1 2026 May 08, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,680 743 0.16% 0.15% 1302 +5 0.09% Q1 2026 Apr 15, 2026
Kuhn & Co Investment Counsel History Added to 5,680 743 0.48% 0.44% 1303 +4 0.07% Q1 2026 May 12, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 5,670 742 0.19% 0.11% 1305 +2,270 66.76% Q1 2026 Apr 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 5,668 742 0.04% 0.04% 1304 -169 -2.9% Q1 2026 Apr 20, 2026
EASTERN BANK History Reduced 5,664 741 0.01% 0.01% 1306 -61 -1.07% Q1 2026 Apr 07, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,648 739 0.05% 0.04% 1308 +21 0.37% Q1 2026 May 21, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 5,648 739 0.04% 0.04% 1307 0 0.0% Q1 2026 Apr 17, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,592 732 0.04% 0.04% 1309 0 0.0% Q1 2026 Apr 17, 2026
Corsicana & Co. History Reduced 6,000 731 0.46% 0.4% 1310 -84 -1.38% Q1 2026 May 13, 2026
Independence Bank of Kentucky History Reduced 5,560 728 0.09% 0.08% 1311 -110 -1.94% Q1 2026 Apr 30, 2026
MBA Advisors LLC History Added to 5,553 727 0.28% 0.26% 1312 +125 2.3% Q1 2026 Apr 20, 2026
Palogic Value Management, L.P. History No change 5,537 725 0.31% 0.27% 1313 0 0.0% Q1 2026 May 15, 2026
High Point Wealth Management, LLC History Added to 5,514 722 0.7% 0.59% 1314 +174 3.26% Q1 2026 Apr 08, 2026
E&G Advisors, LP History Added to 5,509 721 0.16% 0.14% 1315 +4 0.07% Q1 2026 Apr 21, 2026
PCM Encore, LLC History Added to 5,489 718 0.15% 0.13% 1316 +327 6.33% Q1 2026 May 12, 2026
Decker Wealth Management LLC History No change 5,476 717 0.16% 0.14% 1317 0 0.0% Q1 2026 May 06, 2026
CVA Family Office, LLC History Added to 5,469 716 0.08% 0.07% 1318 +386 7.59% Q1 2026 Apr 29, 2026
Octavia Wealth Advisors, LLC History Added to 5,465 715 0.07% 0.06% 1319 +447 8.91% Q1 2026 Apr 10, 2026
Members Trust Co History No change 5,453 714 0.02% 0.02% 1320 0 0.0% Q1 2026 May 04, 2026
TrueWealth Advisors, LLC History Added to 5,445 712 0.18% 0.13% 1322 +1,246 29.67% Q1 2026 Apr 09, 2026
Venturi Wealth Management, LLC History Added to 5,440 712 0.03% 0.03% 1321 +486 9.81% Q1 2026 Apr 21, 2026
Waterloo Capital, L.P. History New 5,428 710 0.05% 1323 +5,428 New Q1 2026 May 12, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,405 707 0.29% 0.25% 1324 -11 -0.2% Q1 2026 May 08, 2026
Tudor Financial Inc. History Added to 5,405 707 0.36% 0.32% 1325 +5 0.09% Q1 2026 May 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 5,379 704 0.02% 0.01% 1326 +2,493 86.38% Q1 2026 May 15, 2026
Dogwood Wealth Management LLC History Reduced 5,378 704 0.31% 0.37% 1327 -1,751 -24.56% Q1 2026 May 12, 2026
BCGM Wealth Management, LLC History Added to 5,363 702 0.18% 0.16% 1328 +10 0.19% Q1 2026 May 05, 2026
Crewe Advisors LLC History Added to 5,361 701 0.06% 0.06% 1329 +60 1.13% Q1 2026 May 07, 2026
SBI Securities Co., Ltd. History Reduced 5,332 698 0.02% 0.02% 1330 -356 -6.26% Q1 2026 Apr 27, 2026
Cordatus Wealth Management LLC History Added to 5,332 697 0.17% 0.14% 1332 +152 2.93% Q1 2026 Apr 29, 2026
First Financial Bank - Trust Division History Reduced 5,330 697 0.06% 0.05% 1331 -4 -0.07% Q1 2026 Apr 01, 2026
Passumpsic Savings Bank History No change 5,955 697 0.38% 0.38% 1333 0 0.0% Q4 2025 Feb 05, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Added to 5,320 696 0.01% 0.01% 1334 +7 0.13% Q1 2026 May 15, 2026
WILKINS INVESTMENT COUNSEL INC History No change 5,309 695 0.1% 0.09% 1335 0 0.0% Q1 2026 May 07, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 5,266 689 0.19% 0.18% 1336 -734 -12.23% Q1 2026 May 01, 2026
Accurate Wealth Management, LLC History Added to 5,229 689 0.08% 0.07% 1337 +556 11.9% Q1 2026 Apr 22, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 5,255 688 0.01% 0.01% 1338 +881 20.14% Q1 2026 May 01, 2026
Quest 10 Wealth Builders, Inc. History Reduced 5,249 687 0.6% 0.56% 1339 -72 -1.35% Q1 2026 May 06, 2026
New Republic Capital, LLC History Reduced 5,242 686 0.23% 0.24% 1340 -2,398 -31.39% Q1 2026 May 01, 2026
Live Oak Investment Partners History Added to 5,235 685 0.4% 0.31% 1342 +958 22.4% Q1 2026 Apr 29, 2026
WealthPlan Investment Management, LLC History Added to 5,234 685 0.04% 0.04% 1343 +251 5.04% Q1 2026 Apr 29, 2026
XML Financial, LLC History Reduced 5,232 685 0.06% 0.05% 1341 -28 -0.53% Q1 2026 Apr 16, 2026
Indie Asset Partners, LLC History Reduced 5,218 683 0.78% 2.34% 1345 -12,715 -70.9% Q1 2026 May 08, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 5,223 683 0.1% 0.1% 1344 +86 1.67% Q1 2026 Apr 30, 2026
Costello Asset Management, INC History Added to 5,210 682 0.24% 0.19% 1346 +351 7.22% Q1 2026 Apr 30, 2026
HHM Wealth Advisors, LLC History Added to 5,203 681 0.08% 0.07% 1348 +203 4.06% Q1 2026 Apr 17, 2026
St. Louis Trust Co History No change 5,207 681 0.08% 0.07% 1347 0 0.0% Q1 2026 May 14, 2026
Aspen Investment Management Inc History Added to 5,188 679 0.21% 0.18% 1349 +27 0.52% Q1 2026 Apr 15, 2026
OSTRUM ASSET MANAGEMENT History Added to 5,163 676 0.04% 0.01% 1350 +3,851 293.52% Q1 2026 May 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 5,170 676 0.25% 0.18% 1351 +1,098 26.96% Q1 2026 Apr 09, 2026
Hendershot Investments Inc. History No change 5,153 674 0.09% 0.08% 1352 0 0.0% Q1 2026 Apr 27, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 5,143 673 0.11% 0.1% 1354 +496 10.67% Q1 2026 May 06, 2026
Bill Few Associates, Inc. History Added to 5,147 673 0.16% 0.15% 1353 +24 0.47% Q1 2026 Apr 08, 2026
E Fund Management Co., Ltd. History New 5,123 670 0.02% 1355 +5,123 New Q1 2026 Apr 13, 2026
Pettinga Financial Advisors LLC History No change 5,050 661 0.12% 0.11% 1356 0 0.0% Q1 2026 Apr 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 5,045 660 0.08% 0.07% 1357 +149 3.04% Q1 2026 Apr 28, 2026
WHITE PINE CAPITAL LLC History Added to 5,033 659 0.19% 0.12% 1358 +1,365 37.21% Q1 2026 May 11, 2026
HEADINVEST, LLC History Reduced 5,023 657 0.13% 0.12% 1359 -55 -1.08% Q1 2026 May 15, 2026
Broyhill Asset Management, LLC History No change 5,003 655 0.61% 0.52% 1360 0 0.0% Q1 2026 May 06, 2026
Aegis Wealth Management LLC History Reduced 4,999 654 0.37% 0.4% 1361 -1,044 -17.28% Q1 2026 Apr 22, 2026
TruWealth Advisors, LLC History Added to 4,999 654 0.03% 0.03% 1362 +69 1.4% Q1 2026 Apr 09, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 4,993 653 0.12% 0.09% 1363 +162 3.35% Q1 2026 Apr 29, 2026
Hudock, Inc. History Added to 4,982 652 0.1% 0.08% 1364 +220 4.62% Q1 2026 May 13, 2026
Walker Asset Management, LLC History Added to 4,973 651 0.35% 0.31% 1365 +85 1.74% Q1 2026 Apr 24, 2026
UPTICK PARTNERS, LLC History Added to 4,957 649 0.13% 0.11% 1367 +386 8.44% Q1 2026 May 01, 2026
SeaCrest Wealth Management, LLC History Reduced 4,960 649 0.07% 0.06% 1366 -35 -0.7% Q1 2026 Apr 15, 2026
Calamos Wealth Management LLC History Added to 4,934 646 0.02% 0.02% 1368 +825 20.08% Q1 2026 May 04, 2026
CERTUITY, LLC History Added to 4,926 645 0.04% 0.02% 1369 +1,606 48.37% Q1 2026 May 11, 2026
UHLMANN PRICE SECURITIES, LLC History New 5,056 644 0.04% 1371 +5,056 New Q1 2026 Apr 16, 2026
ROGCO, LP History No change 4,921 644 0.22% 0.19% 1370 0 0.0% Q1 2026 May 04, 2026
Southeast Asset Advisors, LLC History Added to 4,903 641 0.07% 0.05% 1372 +7 0.14% Q1 2026 May 13, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 4,881 639 0.56% 0.38% 1373 -10,711 -68.7% Q1 2026 May 15, 2026
Marshall Financial Group, LLC History Reduced 4,869 637 0.1% 0.14% 1374 -1,156 -19.19% Q1 2026 Apr 10, 2026
Busey Bank History Reduced 4,854 635 0.02% 0.02% 1376 -976 -16.74% Q1 2026 Apr 28, 2026
Mathes Company, Inc. History No change 26,145 635 0.23% 0.23% 1375 0 0.0% Q1 2026 May 08, 2026
Alpha Cubed Investments, LLC History No change 5,420 635 0.02% 0.02% 1377 0 0.0% Q4 2025 Feb 03, 2026
D.B. Root & Company, LLC History Added to 4,844 634 0.15% 0.14% 1378 +84 1.76% Q1 2026 May 12, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 4,840 633 0.04% 0.05% 1379 -50 -1.02% Q1 2026 May 07, 2026
NBT BANK N A /NY History Reduced 4,834 632 0.04% 0.04% 1380 -255 -5.01% Q1 2026 Apr 28, 2026
Tyche Wealth Partners LLC History No change 4,834 632 0.1% 0.09% 1381 0 0.0% Q1 2026 May 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 4,824 631 0.01% 0.01% 1382 -312 -6.07% Q1 2026 May 04, 2026
Gladstone Institutional Advisory LLC History Added to 4,817 630 0.02% 0.02% 1384 +559 13.13% Q1 2026 May 14, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 4,817 630 0.17% 0.15% 1383 +1 0.02% Q1 2026 May 04, 2026
Pursuit Wealth Management LLC History No change 5,379 630 0.54% 0.54% 1385 0 0.0% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 4,811 629 0.04% 0.03% 1387 -190 -3.8% Q1 2026 May 04, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 4,809 629 0.2% 0.18% 1386 -14 -0.29% Q1 2026 Apr 17, 2026
Wolff Financial Management LLC History No change 4,810 629 0.14% 0.13% 1388 0 0.0% Q1 2026 Apr 15, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,793 628 0.03% 0.03% 1389 -89 -1.82% Q1 2026 May 18, 2026
Intrua Financial, LLC History Reduced 4,791 627 0.06% 0.06% 1391 -280 -5.52% Q1 2026 Apr 23, 2026
RB Capital Management, LLC History Added to 4,789 627 0.13% 0.11% 1390 +106 2.26% Q1 2026 May 14, 2026
Destination Wealth Management History Added to 4,788 626 0.02% 0.01% 1393 +344 7.74% Q1 2026 May 15, 2026
ADIRONDACK TRUST CO History Reduced 4,786 626 0.21% 0.19% 1392 -204 -4.09% Q1 2026 Apr 03, 2026
HighPoint Advisor Group LLC History Reduced 4,774 625 0.03% 0.15% 1394 -23,028 -82.83% Q1 2026 May 14, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 4,780 625 0.39% 0.35% 1396 -323 -6.33% Q1 2026 May 13, 2026
Probity Advisors, Inc. History Reduced 4,780 625 0.1% 0.09% 1395 -217 -4.34% Q1 2026 Apr 28, 2026
Level Wealth Management LLC History Added to 4,775 625 0.29% 0.28% 1397 +91 1.94% Q1 2026 Apr 27, 2026
Huber Capital Management LLC History Reduced 4,770 624 0.1% 0.14% 1399 -3,447 -41.95% Q1 2026 May 12, 2026
MJP ASSOCIATES INC /ADV History Reduced 4,772 624 0.08% 0.08% 1398 -685 -12.55% Q1 2026 May 05, 2026
Fruth Investment Management History Reduced 4,756 622 0.16% 0.16% 1400 -181 -3.67% Q1 2026 Apr 21, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 4,749 621 0.08% 0.13% 1401 -883 -15.68% Q1 2026 May 18, 2026
Optas, LLC History Added to 4,748 621 0.09% 0.07% 1402 +867 22.34% Q1 2026 Apr 24, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 4,719 617 0.03% 0.03% 1403 -215 -4.36% Q1 2026 May 12, 2026
Bridgewater Advisors Inc. History Added to 5,540 614 0.04% 0.04% 1404 +41 0.75% Q1 2026 May 14, 2026
Southland Equity Partners LLC History Reduced 4,679 612 0.12% 0.11% 1405 -19 -0.4% Q1 2026 Apr 14, 2026
Sound Income Strategies, LLC History Reduced 4,668 611 0.03% 0.04% 1407 -3,130 -40.14% Q1 2026 Apr 27, 2026
L2 Asset Management, LLC History Added to 4,673 611 0.06% 0.06% 1406 +527 12.71% Q1 2026 May 14, 2026
Asset Advisors Investment Management, LLC History No change 4,673 611 0.06% 0.05% 1408 0 0.0% Q1 2026 Apr 16, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 4,665 610 0.0% 0.01% 1409 -1,247 -21.09% Q1 2026 May 14, 2026
Marathon Strategic Advisors, LLC History No change 4,666 610 0.44% 0.42% 1410 0 0.0% Q1 2026 Apr 15, 2026
DENALI ADVISORS LLC History Added to 4,636 607 0.07% 0.06% 1411 +105 2.32% Q1 2026 May 08, 2026
Radnor Capital Management, LLC History No change 4,626 605 0.09% 0.08% 1412 0 0.0% Q1 2026 Apr 15, 2026
Bank of Jackson Hole Trust History Added to 4,619 604 0.29% 0.23% 1414 +470 11.33% Q1 2026 May 12, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 4,618 604 0.16% 0.14% 1413 -23 -0.5% Q1 2026 May 08, 2026
Capital Analysts, LLC History Reduced 4,607 603 0.02% 0.02% 1416 -546 -10.6% Q1 2026 May 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 4,607 603 0.07% 0.07% 1415 -201 -4.18% Q1 2026 Apr 21, 2026
Thayer Financial, L.L.C. History Added to 4,602 602 0.61% 0.48% 1417 +752 19.53% Q1 2026 Apr 13, 2026
Old Port Advisors History Reduced 4,597 601 0.14% 0.58% 1419 -15,729 -77.38% Q1 2026 Apr 06, 2026
Forum Financial Management, LP History Added to 4,596 601 0.01% 0.01% 1420 +982 27.17% Q1 2026 Apr 23, 2026
Novak & Powell Financial Services, Inc. History Added to 4,591 601 0.32% 0.28% 1421 +3 0.07% Q1 2026 May 14, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 4,595 601 0.51% 0.44% 1418 0 0.0% Q1 2026 Apr 24, 2026
Code Waechter LLC History Reduced 4,589 600 0.36% 0.36% 1422 -257 -5.3% Q1 2026 Apr 15, 2026
Bedel Financial Consulting, Inc. History Reduced 4,569 598 0.07% 0.06% 1423 -51 -1.1% Q1 2026 May 04, 2026
O'ROURKE & COMPANY, Inc History Added to 4,575 598 0.24% 0.21% 1424 +11 0.24% Q1 2026 May 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 4,560 597 0.06% 0.05% 1425 +928 25.55% Q1 2026 Apr 30, 2026
DOHENY ASSET MANAGEMENT /CA History No change 4,553 596 0.39% 0.33% 1426 0 0.0% Q1 2026 May 07, 2026
Northstar Advisory Group, LLC History Reduced 4,528 592 0.22% 0.19% 1427 -155 -3.31% Q1 2026 Apr 08, 2026
One Capital Management, LLC History Added to 4,506 590 0.02% 0.01% 1428 +345 8.29% Q1 2026 May 12, 2026
JMAC ENTERPRISES LLC History Added to 4,500 589 0.11% 0.09% 1429 +400 9.76% Q1 2026 May 01, 2026
Pinnacle West Asset Management, Inc. History Reduced 4,495 589 0.4% 0.35% 1430 -110 -2.39% Q1 2026 May 14, 2026
PFG Advisors History Added to 4,497 588 0.03% 0.02% 1431 +1,244 38.24% Q1 2026 May 05, 2026
Hummer Financial Advisory Services Inc History No change 4,474 585 0.41% 0.37% 1432 0 0.0% Q1 2026 Apr 08, 2026
Truvestments Capital LLC History Added to 4,451 582 0.1% 0.09% 1434 +301 7.25% Q1 2026 May 13, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 4,448 582 0.52% 0.42% 1433 0 0.0% Q1 2026 Apr 28, 2026
Nikulski Financial, Inc. History Added to 4,416 578 0.14% 0.11% 1435 +312 7.6% Q1 2026 May 14, 2026
KPP Advisory Services LLC History Added to 4,409 577 0.08% 0.07% 1436 +95 2.2% Q1 2026 Apr 24, 2026
LS Investment Advisors, LLC History Reduced 4,395 575 0.09% 0.19% 1437 -7,050 -61.6% Q1 2026 Apr 20, 2026
Saxony Capital Management, LLC History Added to 4,398 575 0.33% 0.32% 1438 +5 0.11% Q1 2026 Apr 24, 2026
ASPIRIANT, LLC History Reduced 4,370 572 0.02% 0.02% 1439 -114 -2.54% Q1 2026 May 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 4,368 571 0.04% 0.04% 1440 -559 -11.35% Q1 2026 Apr 21, 2026
TBH Global Asset Management, LLC History Reduced 4,355 570 0.11% 0.09% 1441 -110 -2.46% Q1 2026 Apr 22, 2026
Hodges Capital Management Inc. History Reduced 4,346 569 0.05% 0.04% 1442 -50 -1.14% Q1 2026 Apr 28, 2026
Kassira Wealth Management LLC History Added to 4,294 562 0.52% 0.19% 1443 +2,548 145.93% Q1 2026 Apr 30, 2026
Impact Partnership Wealth, LLC History Reduced 4,287 561 0.07% 0.08% 1444 -1,022 -19.25% Q1 2026 Apr 23, 2026
Beacon Capital Management, LLC History Added to 4,283 560 0.1% 0.08% 1445 +108 2.59% Q1 2026 May 11, 2026
Arkos Global Advisors History Reduced 4,272 559 0.07% 0.08% 1448 -976 -18.6% Q1 2026 May 13, 2026
WADDELL & ASSOCIATES, LLC History Added to 4,273 559 0.03% 0.03% 1449 +600 16.34% Q1 2026 May 11, 2026
Focused Wealth Management, Inc History Added to 4,276 559 0.06% 0.05% 1446 +434 11.3% Q1 2026 Apr 20, 2026
GeoWealth Management, LLC History Added to 4,272 559 0.02% 0.02% 1447 +236 5.85% Q1 2026 May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 4,262 558 0.02% 0.02% 1450 +244 6.07% Q1 2026 Apr 28, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 4,240 555 0.06% 0.05% 1451 -100 -2.3% Q1 2026 Apr 28, 2026
Gilman Hill Asset Management, LLC History Reduced 4,236 554 0.08% 0.09% 1453 -555 -11.58% Q1 2026 Apr 08, 2026
PDS Planning, Inc History Added to 4,232 554 0.04% 0.03% 1452 +232 5.8% Q1 2026 Apr 21, 2026
Salomon & Ludwin, LLC History Reduced 4,196 554 0.05% 0.04% 1454 -131 -3.03% Q1 2026 May 11, 2026
Raab & Moskowitz Asset Management LLC History Added to 4,226 553 0.12% 0.07% 1456 +1,471 53.39% Q1 2026 May 21, 2026
Blue Fin Capital, Inc. History No change 4,720 553 0.09% 0.09% 1455 0 0.0% Q4 2025 Jan 23, 2026
Citizens Business Bank History Reduced 4,218 552 0.09% 0.09% 1457 -250 -5.6% Q1 2026 May 01, 2026
Financial Advisors Network, Inc. History Added to 4,190 548 0.08% 0.06% 1459 +292 7.49% Q1 2026 May 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,190 548 0.13% 0.12% 1458 0 0.0% Q1 2026 Apr 28, 2026
Investment Partners Asset Management, Inc. History No change 4,178 547 0.34% 0.3% 1460 0 0.0% Q1 2026 Apr 07, 2026
Ironsides Asset Advisors, LLC History Added to 4,177 546 0.14% 0.05% 1462 +2,441 140.61% Q1 2026 May 11, 2026
ASSOCIATED BANC-CORP History Reduced 4,176 546 0.01% 0.01% 1461 -12 -0.29% Q1 2026 May 01, 2026
Agate Pass Investment Management, LLC History Reduced 4,164 545 0.21% 0.23% 1463 -1,033 -19.88% Q1 2026 Apr 07, 2026
OpenArc Corporate Advisory, LLC History Added to 4,157 544 0.01% 0.01% 1465 +673 19.32% Q1 2026 May 11, 2026
Oakworth Capital, Inc. History Added to 4,162 544 0.03% 0.02% 1464 +306 7.94% Q1 2026 Apr 24, 2026
Breakwater Capital Group History Added to 4,148 543 0.07% 0.06% 1466 +266 6.85% Q1 2026 Apr 20, 2026
Capital Management Associates, Inc History Reduced 4,147 543 0.12% 0.11% 1467 -68 -1.61% Q1 2026 Apr 22, 2026
FIRST MERCHANTS CORP History Reduced 4,129 540 0.02% 0.02% 1468 -3 -0.07% Q1 2026 Apr 16, 2026
ST GERMAIN D J CO INC History Reduced 4,109 538 0.02% 0.02% 1469 -147 -3.45% Q1 2026 Apr 13, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 4,110 538 0.12% 0.1% 1470 -31 -0.75% Q1 2026 May 13, 2026
Douglas Lane & Associates, LLC History Reduced 4,079 534 0.01% 0.01% 1471 -95 -2.28% Q1 2026 Apr 15, 2026
McCollum Christoferson Group LLC History No change 4,079 534 0.16% 0.14% 1472 0 0.0% Q1 2026 Apr 10, 2026
Park Place Capital Corp History Added to 4,077 533 0.11% 0.09% 1473 +244 6.37% Q1 2026 Apr 09, 2026
Kathmere Capital Management, LLC History Added to 4,061 531 0.03% 0.03% 1474 +886 27.91% Q1 2026 Apr 28, 2026
AM INVESTMENT STRATEGIES LLC History Added to 4,048 530 0.12% 0.09% 1475 +391 10.69% Q1 2026 Apr 29, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 4,053 530 0.23% 0.21% 1476 +32 0.8% Q1 2026 Apr 22, 2026
Pinnacle Wealth Management Group, Inc. History No change 4,048 530 0.26% 0.24% 1477 0 0.0% Q1 2026 Apr 14, 2026
Knollwood Investment Advisory, LLC History No change 4,055 530 0.05% 0.04% 1478 0 0.0% Q1 2026 May 14, 2026
Allegheny Financial Group History Added to 4,044 529 0.07% 0.07% 1479 +18 0.45% Q1 2026 Apr 16, 2026
Westmount Partners, LLC History Reduced 4,034 528 0.13% 0.12% 1480 -66 -1.61% Q1 2026 Apr 16, 2026
FAIRFIELD, BUSH & CO. History Added to 4,024 526 0.29% 0.24% 1481 +85 2.16% Q1 2026 May 12, 2026
Relyea Zuckerberg Hanson LLC History Added to 4,003 524 0.05% 0.04% 1482 +610 17.98% Q1 2026 Apr 30, 2026
Almanack Investment Partners, LLC. History Added to 3,989 522 0.09% 0.08% 1483 +6 0.15% Q1 2026 May 05, 2026
Atlas Wealth Partners, LLC History Added to 3,982 521 0.54% 0.47% 1485 +300 8.15% Q1 2026 Apr 29, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 3,979 521 0.08% 0.05% 1484 +225 5.99% Q1 2026 May 01, 2026
Fulcrum Equity Management History Added to 3,972 520 0.5% 0.44% 1486 +25 0.63% Q1 2026 Apr 02, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 3,967 519 0.15% 0.14% 1487 -22 -0.55% Q1 2026 Apr 15, 2026
CMG Global Holdings, LLC History No change 3,960 518 0.25% 0.21% 1488 0 0.0% Q1 2026 May 01, 2026
Lantern Wealth Advisors, LLC History No change 3,959 518 0.27% 0.25% 1489 0 0.0% Q1 2026 May 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 3,954 517 0.08% 0.05% 1490 +763 23.91% Q1 2026 May 13, 2026
Acorns Advisers, LLC History Added to 3,927 514 0.0% 0.0% 1491 +395 11.18% Q1 2026 May 14, 2026
Lafayette Investments, Inc. History No change 3,914 512 0.1% 0.09% 1492 0 0.0% Q1 2026 Apr 27, 2026
Howard Capital Management Inc. History Reduced 3,901 510 0.01% 0.01% 1493 -2,703 -40.93% Q1 2026 May 05, 2026
VISTA INVESTMENT PARTNERS II, LLC History Reduced 3,896 510 0.23% 0.29% 1494 -1,821 -31.85% Q1 2026 Apr 23, 2026
Connecticut Wealth Management, LLC History New 3,889 509 0.02% 1495 +3,889 New Q1 2026 Apr 30, 2026
Reynders McVeigh Capital Management, LLC History Added to 3,877 508 0.03% 0.02% 1497 +2 0.05% Q1 2026 Apr 27, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 3,884 508 0.03% 0.03% 1496 0 0.0% Q1 2026 Apr 27, 2026
Koshinski Asset Management, Inc. History No change 3,882 508 0.03% 0.03% 1498 0 0.0% Q1 2026 Apr 27, 2026
Quotient Wealth Partners, LLC History Reduced 3,873 507 0.01% 0.01% 1499 -193 -4.75% Q1 2026 Apr 16, 2026
Sunbelt Securities, Inc. History Reduced 3,852 504 0.03% 0.04% 1500 -988 -20.41% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 3,846 503 0.01% 0.01% 1501 +305 8.61% Q1 2026 May 01, 2026
Secure Asset Management, LLC History Added to 3,838 502 0.08% 0.07% 1502 +137 3.7% Q1 2026 Apr 09, 2026
First Financial Group Corp History Reduced 3,829 501 0.41% 0.54% 1504 -1,600 -29.47% Q1 2026 Apr 22, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 3,827 501 0.04% 0.04% 1503 +57 1.51% Q1 2026 Apr 30, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 3,820 500 0.2% 0.17% 1505 +80 2.14% Q1 2026 May 12, 2026
FWG Holdings, LLC History Added to 3,799 499 0.19% 0.2% 1506 +70 1.88% Q1 2026 Apr 13, 2026
LeConte Wealth Management, LLC History New 3,809 498 0.32% 1512 +3,809 New Q1 2026 May 12, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 3,807 498 0.32% 1511 +3,807 New Q1 2026 Apr 27, 2026
Allegiance Financial Group Advisory Services LLC History Added to 3,810 498 0.1% 0.08% 1509 +744 24.27% Q1 2026 May 08, 2026
Castleview Partners, LLC History Added to 3,808 498 0.26% 0.19% 1507 +583 18.08% Q1 2026 May 01, 2026
Diversified Enterprises, LLC History Reduced 3,810 498 0.03% 0.03% 1510 -256 -6.3% Q1 2026 May 14, 2026
Aspen Grove Capital, LLC History Added to 3,805 498 0.1% 0.08% 1508 +20 0.53% Q1 2026 May 14, 2026
WENDELL DAVID ASSOCIATES INC History No change 3,790 496 0.05% 0.05% 1513 0 0.0% Q1 2026 Apr 23, 2026
Resonant Capital Advisors, LLC History Added to 3,782 495 0.03% 0.02% 1514 +1,005 36.19% Q1 2026 Apr 29, 2026
Fourth Dimension Wealth, LLC History Added to 3,786 495 0.19% 0.15% 1516 +389 11.45% Q1 2026 May 11, 2026
Trueblood Wealth Management, LLC History Reduced 3,787 495 0.19% 0.19% 1515 -278 -6.84% Q1 2026 Apr 21, 2026
AMERIFLEX GROUP, INC. History Added to 3,780 494 0.25% 0.19% 1518 +611 19.28% Q1 2026 May 15, 2026
Uncommon Cents Investing LLC History Added to 3,774 494 0.11% 0.1% 1517 +165 4.57% Q1 2026 Apr 15, 2026
Accel Wealth Management History Added to 3,772 493 0.13% 0.11% 1520 +299 8.61% Q1 2026 Apr 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,770 493 0.01% 0.01% 1519 +158 4.37% Q1 2026 Apr 15, 2026
WBH ADVISORY INC History Reduced 3,762 492 0.04% 0.04% 1521 -437 -10.41% Q1 2026 Apr 27, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 3,743 490 0.28% 0.17% 1522 +1,278 51.85% Q1 2026 May 13, 2026
Mayfair Advisory Group, LLC History Reduced 3,748 490 0.17% 0.17% 1523 -12 -0.32% Q1 2026 Apr 21, 2026
Quad-Cities Investment Group, LLC History Added to 3,740 489 0.19% 0.17% 1524 +138 3.83% Q1 2026 Apr 21, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,737 489 0.06% 0.05% 1525 0 0.0% Q1 2026 Apr 13, 2026
Stonebridge Financial Planning Group, LLC History New 3,728 488 0.18% 1530 +3,728 New Q1 2026 May 08, 2026
Community Financial Services Group, LLC History Added to 3,732 488 0.09% 0.04% 1527 +1,751 88.39% Q1 2026 Apr 08, 2026
Mengis Capital Management, Inc. History Reduced 20,090 488 0.08% 0.09% 1528 -50 -0.25% Q1 2026 May 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 3,727 488 0.08% 0.07% 1529 +6 0.16% Q1 2026 Apr 21, 2026
Opus Capital Group, LLC History No change 3,724 488 0.05% 0.05% 1526 0 0.0% Q1 2026 Apr 30, 2026
Objectivity Squared, LLC History Added to 3,726 487 0.31% 0.24% 1531 +2 0.05% Q1 2026 May 13, 2026
Grey Ledge Advisors, LLC History Added to 3,689 483 0.11% 0.1% 1532 +10 0.27% Q1 2026 Apr 20, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 3,690 483 0.04% 0.04% 1533 +2 0.05% Q1 2026 Apr 22, 2026
LexAurum Advisors, LLC History New 3,682 482 0.06% 1535 +3,682 New Q1 2026 Apr 13, 2026
McDonough Capital Management, Inc History Reduced 3,681 482 0.26% 0.22% 1534 -72 -1.92% Q1 2026 May 13, 2026
MINDSET WEALTH MANAGEMENT, LLC History Added to 3,670 480 0.13% 0.11% 1538 +100 2.8% Q1 2026 Apr 22, 2026
DGS Capital Management, LLC History Added to 3,668 480 0.08% 0.07% 1537 +59 1.63% Q1 2026 Apr 28, 2026
WRIGHT INVESTORS SERVICE INC History Added to 3,671 480 0.15% 0.13% 1536 +12 0.33% Q1 2026 Apr 29, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 3,648 478 0.0% 0.0% 1539 +2,800 330.19% Q1 2026 May 05, 2026
SmartHarvest Portfolios, LLC History Reduced 3,655 478 0.2% 0.18% 1540 -715 -16.36% Q1 2026 Apr 20, 2026
Versant Capital Management, Inc History Added to 3,648 477 0.05% 0.04% 1542 +1,259 52.7% Q1 2026 Apr 06, 2026
Baker Avenue Asset Management, LP History Added to 3,650 477 0.01% 0.01% 1541 +786 27.44% Q1 2026 May 12, 2026
ABSHER WEALTH MANAGEMENT, LLC History Added to 3,648 477 0.06% 0.05% 1544 +81 2.27% Q1 2026 May 04, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 3,650 477 0.04% 0.04% 1543 +39 1.08% Q1 2026 Apr 20, 2026
First Western Trust Bank History Added to 3,641 476 0.02% 0.02% 1545 +862 31.02% Q1 2026 May 12, 2026
Harold Davidson & Associates Inc. History Added to 3,628 475 0.23% 0.19% 1546 +29 0.81% Q1 2026 Apr 30, 2026
Birchcreek Wealth Management, LLC History No change 3,635 475 0.23% 0.21% 1547 0 0.0% Q1 2026 May 08, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 3,624 474 0.13% 0.1% 1548 +318 9.62% Q1 2026 May 11, 2026
Advyzon Investment Management, LLC History Added to 3,619 473 0.04% 0.02% 1549 +1,794 98.3% Q1 2026 May 12, 2026
Xcel Wealth Management, LLC History Reduced 3,610 472 0.13% 0.11% 1550 -27 -0.74% Q1 2026 Apr 21, 2026
Abel Hall, LLC History Added to 3,601 471 0.1% 0.05% 1553 +1,659 85.43% Q1 2026 Apr 28, 2026
Perpetual Ltd History Added to 3,599 471 0.01% 0.01% 1552 +257 7.69% Q1 2026 Apr 14, 2026
Aldebaran Capital, LLC History No change 3,600 471 0.36% 0.38% 1551 0 0.0% Q1 2026 May 07, 2026
Financial Futures Ltd Liability Co. History New 3,589 469 0.21% 1556 +3,589 New Q1 2026 Apr 22, 2026
TRUE Private Wealth Advisors History Reduced 3,585 469 0.04% 0.04% 1555 -2 -0.06% Q1 2026 May 15, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 3,586 469 0.19% 0.17% 1554 0 0.0% Q1 2026 Apr 27, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 3,575 468 0.15% 0.13% 1557 -102 -2.77% Q1 2026 Apr 16, 2026
North Star Investment Management Corp. History Added to 3,571 467 0.03% 0.03% 1558 +104 3.0% Q1 2026 Apr 23, 2026
Garner Asset Management Corp History Added to 3,569 467 0.18% 0.16% 1559 +2 0.06% Q1 2026 Apr 28, 2026
Adams Wealth Management History Added to 3,559 466 0.1% 0.07% 1560 +582 19.55% Q1 2026 May 11, 2026
nVerses Capital, LLC History New 3,554 465 0.42% 1562 +3,554 New Q1 2026 May 13, 2026
First Heartland Consultants, Inc. History Added to 3,552 465 0.04% 0.03% 1561 +142 4.16% Q1 2026 Apr 08, 2026
Foster Group, Inc. History Added to 3,550 464 0.01% 0.01% 1563 +323 10.01% Q1 2026 Apr 13, 2026
Baron Wealth Management LLC History Added to 3,550 464 0.14% 0.12% 1564 +301 9.26% Q1 2026 Apr 16, 2026
Avior Wealth Management, LLC History Added to 3,528 462 0.01% 0.01% 1565 +11 0.31% Q1 2026 Apr 09, 2026
King Wealth Management Group History No change 3,512 460 0.06% 0.05% 1566 0 0.0% Q1 2026 May 04, 2026
Composition Wealth, LLC History Added to 3,507 459 0.01% 0.0% 1567 +604 20.81% Q1 2026 Apr 08, 2026
Westhampton Capital, LLC History No change 3,503 458 0.21% 0.19% 1568 0 0.0% Q1 2026 Apr 16, 2026
McKinley Carter Wealth Services, Inc. History Reduced 3,494 457 0.03% 0.03% 1569 -1,500 -30.04% Q1 2026 Apr 20, 2026
NCM Capital Management, LLC History Reduced 3,483 456 0.16% 0.16% 1570 -174 -4.76% Q1 2026 May 15, 2026
Cannell & Spears LLC History Added to 3,476 455 0.01% 0.01% 1571 +324 10.28% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Reduced 3,482 455 0.03% 0.03% 1572 -37 -1.05% Q1 2026 Apr 22, 2026
71 West Capital Partners History Added to 3,468 454 0.02% 0.02% 1574 +655 23.28% Q1 2026 May 06, 2026
Virtue Capital Management, LLC History Added to 3,448 454 0.07% 0.06% 1573 +4 0.12% Q1 2026 May 07, 2026
Aldebaran Financial Inc. History Added to 3,460 453 0.43% 0.36% 1575 +125 3.75% Q1 2026 May 14, 2026
Sterling Investment Counsel, LLC History Reduced 3,462 453 0.13% 0.11% 1577 -81 -2.29% Q1 2026 Apr 16, 2026
YANKCOM Partnership History Reduced 3,467 453 0.19% 0.17% 1578 -13 -0.37% Q1 2026 Apr 20, 2026
Marotta Asset Management History Added to 3,461 453 0.08% 0.07% 1576 +1 0.03% Q1 2026 Apr 27, 2026
Alliance Wealth Advisors, LLC History Reduced 3,459 452 0.2% 0.18% 1580 -18 -0.52% Q1 2026 May 13, 2026
Asset Planning,Inc History Added to 3,454 452 0.32% 0.28% 1581 +5 0.14% Q1 2026 Apr 23, 2026
Verus Financial Partners, Inc. History Added to 3,521 452 0.04% 0.04% 1579 +2 0.06% Q1 2026 Apr 20, 2026
Meadowbrook Wealth Management, LLC History Added to 3,446 451 0.6% 0.37% 1584 +685 24.81% Q1 2026 Apr 14, 2026
Quent Capital, LLC History Reduced 3,448 451 0.03% 0.03% 1583 -476 -12.13% Q1 2026 Apr 28, 2026
CRA Financial Services, LLC History Added to 3,449 451 0.06% 0.05% 1582 +60 1.77% Q1 2026 Apr 09, 2026
Campion Asset Management History Reduced 3,440 450 0.31% 0.28% 1585 -31 -0.89% Q1 2026 May 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 3,431 449 0.03% 0.03% 1586 -204 -5.61% Q1 2026 Apr 16, 2026
DUNCKER STREETT & CO INC History Added to 3,433 449 0.09% 0.07% 1587 +118 3.56% Q1 2026 Apr 29, 2026
DAVIS R M INC History Reduced 3,428 448 0.01% 0.01% 1588 -637 -15.67% Q1 2026 May 13, 2026
Spire Wealth Management History Added to 3,421 447 0.02% 0.01% 1589 +399 13.2% Q1 2026 Apr 22, 2026
Capital Advisors Wealth Management, LLC History Added to 3,398 444 0.06% 0.05% 1591 +301 9.72% Q1 2026 Apr 08, 2026
Holistic Financial Partners History Reduced 3,397 444 0.17% 0.15% 1590 -36 -1.05% Q1 2026 May 05, 2026
OMC Financial Services LTD History Added to 3,391 444 0.17% 0.15% 1592 +3 0.09% Q1 2026 Apr 30, 2026
Verum Partners LLC History Added to 3,385 443 0.08% 0.08% 1593 +75 2.27% Q1 2026 Apr 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 3,382 442 0.09% 0.07% 1594 +103 3.14% Q1 2026 Apr 13, 2026
Pinnacle Bancorp, Inc. History Added to 3,371 441 0.13% 0.09% 1595 +700 26.21% Q1 2026 Apr 22, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History Added to 3,448 441 0.33% 0.25% 1596 +417 13.76% Q1 2026 May 05, 2026
Latitude Advisors, LLC History Added to 3,367 440 0.2% 0.17% 1597 +8 0.24% Q1 2026 Apr 27, 2026
BAKER BOYER NATIONAL BANK History Reduced 3,359 439 0.13% 0.12% 1598 -23 -0.68% Q1 2026 Apr 27, 2026
Sagewood Asset Management LP History New 3,346 438 0.14% 1600 +3,346 New Q1 2026 May 13, 2026
SG Trading Solutions, LLC History No change 3,734 438 0.1% 0.1% 1599 0 0.0% Q4 2025 Feb 24, 2026
Grove Bank & Trust History No change 3,342 437 0.05% 0.04% 1601 0 0.0% Q1 2026 Apr 08, 2026
EVERPAR ADVISORS LLC History Added to 3,326 435 0.15% 0.11% 1604 +788 31.05% Q1 2026 Apr 21, 2026
Summit Asset Management, LLC History Added to 3,329 435 0.06% 0.05% 1602 +168 5.31% Q1 2026 May 08, 2026
Onyx Bridge Wealth Group LLC History Added to 3,326 435 0.05% 0.04% 1603 +151 4.76% Q1 2026 Apr 22, 2026
Curbstone Financial Management Corp History New 3,322 434 0.08% 1605 +3,322 New Q1 2026 Apr 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 3,309 433 0.11% 0.07% 1606 +1,046 46.22% Q1 2026 Apr 29, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 3,313 433 0.09% 0.08% 1607 +175 5.58% Q1 2026 May 15, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 3,300 432 0.05% 0.19% 1608 -12,171 -78.67% Q1 2026 May 07, 2026
Hobbs Group Advisors, LLC History Added to 3,303 432 0.13% 0.12% 1609 +3 0.09% Q1 2026 May 20, 2026
CONNING INC. History Reduced 3,298 431 0.01% 0.02% 1610 -541 -14.09% Q1 2026 Apr 30, 2026
ANCHYRA PARTNERS LLC History Added to 3,297 431 0.13% 0.12% 1611 +86 2.68% Q1 2026 Apr 17, 2026
United Advisor Group, LLC History Added to 3,285 430 0.05% 0.04% 1612 +303 10.16% Q1 2026 Apr 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 3,278 429 0.01% 0.02% 1613 -2,140 -39.5% Q1 2026 May 06, 2026
Wealthcare Capital Partners, LLC History Added to 3,282 429 0.2% 0.16% 1615 +433 15.2% Q1 2026 Apr 15, 2026
Wealthquest Corp History No change 3,667 429 0.03% 0.03% 1614 0 0.0% Q1 2026 May 07, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 3,666 429 0.32% 0.32% 1616 0 0.0% Q4 2025 Feb 03, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 3,275 428 0.16% 0.16% 1617 -138 -4.04% Q1 2026 May 14, 2026
Park Edge Advisors, LLC History Added to 3,258 426 0.1% 0.08% 1618 +103 3.26% Q1 2026 Apr 20, 2026
KINTRA WEALTH, LLC History New 3,247 425 0.03% 1620 +3,247 New Q1 2026 May 15, 2026
Cladis Investment Advisory, LLC History No change 3,247 425 0.23% 0.21% 1619 0 0.0% Q1 2026 May 15, 2026
Interchange Capital Partners, LLC History Reduced 3,419 424 0.13% 0.1% 1621 -1,106 -24.44% Q1 2026 Apr 23, 2026
Pine Harbor Wealth Management, LLC History Added to 3,243 424 0.13% 0.12% 1622 +2 0.06% Q1 2026 Apr 28, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 3,218 421 0.02% 0.02% 1623 -39 -1.2% Q1 2026 May 04, 2026
Moss Adams Wealth Advisors LLC History Added to 3,210 420 0.03% 0.03% 1624 +3 0.09% Q1 2026 Apr 23, 2026
BANK OF HAWAII History Reduced 3,206 419 0.02% 0.02% 1625 -441 -12.09% Q1 2026 May 14, 2026
Salvus Wealth Management, LLC History Added to 3,201 419 0.24% 0.19% 1628 +309 10.68% Q1 2026 Apr 10, 2026
Cooper Financial Group History Added to 3,207 419 0.04% 0.04% 1627 +233 7.83% Q1 2026 Apr 07, 2026
CIM INVESTMENT MANAGEMENT INC History Reduced 3,201 419 0.11% 0.1% 1626 -14 -0.44% Q1 2026 May 19, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 3,197 418 0.01% 0.01% 1629 +798 33.26% Q1 2026 Apr 28, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 3,192 418 0.24% 0.21% 1630 -18 -0.56% Q1 2026 Apr 16, 2026
Ridge Creek Global, Inc History No change 3,193 418 0.35% 0.31% 1631 0 0.0% Q1 2026 May 13, 2026
SEARLE & CO. History Added to 3,186 417 0.1% 0.08% 1632 +500 18.62% Q1 2026 May 08, 2026
TRB Wealth Management, LLC History New 3,184 416 0.06% 1637 +3,184 New Q1 2026 May 14, 2026
Cambria Investment Management, L.P. History New 3,183 416 0.02% 1636 +3,183 New Q1 2026 May 14, 2026
Opal Wealth Advisors, LLC History Reduced 3,180 416 0.09% 0.1% 1633 -252 -7.34% Q1 2026 Apr 14, 2026
Approach Retirement Advisors, LLC History Added to 3,179 416 0.35% 0.3% 1635 +203 6.82% Q1 2026 Apr 14, 2026
Fairvoy Private Wealth, LLC History No change 3,183 416 0.1% 0.08% 1634 0 0.0% Q1 2026 Apr 20, 2026
May Hill Capital, LLC History Added to 3,173 415 0.1% 0.09% 1641 +274 9.45% Q1 2026 May 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 3,171 415 0.06% 0.05% 1639 -89 -2.73% Q1 2026 Apr 13, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 3,172 415 0.07% 0.06% 1640 +7 0.22% Q1 2026 May 06, 2026
Beaton Management Co. Inc. History No change 3,171 415 0.18% 0.16% 1638 0 0.0% Q1 2026 May 12, 2026
Resurgent Financial Advisors LLC History Reduced 3,162 414 0.15% 0.19% 1643 -40 -1.25% Q1 2026 May 12, 2026
44 WEALTH MANAGEMENT LLC History No change 3,167 414 0.14% 0.12% 1642 0 0.0% Q1 2026 May 15, 2026
McGowan Group Asset Management, Inc. History Reduced 3,160 413 0.05% 0.05% 1644 -6 -0.19% Q1 2026 May 11, 2026
CWS Financial Advisors, LLC History Added to 3,155 413 0.11% 0.1% 1645 +2 0.06% Q1 2026 Apr 27, 2026
WEST PACES ADVISORS INC. History No change 3,155 413 0.08% 0.07% 1646 0 0.0% Q1 2026 May 05, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 3,144 411 0.05% 0.04% 1647 +10 0.32% Q1 2026 Apr 30, 2026
Revolve Wealth Partners, LLC History Added to 3,137 410 0.05% 0.04% 1648 +242 8.36% Q1 2026 Apr 10, 2026
Portfolio Design Labs, LLC History New 3,126 409 0.07% 1649 +3,126 New Q1 2026 May 11, 2026
William B. Walkup & Associates, Inc. History Added to 3,341 407 0.24% 0.2% 1651 +204 6.5% Q1 2026 Apr 20, 2026
Charles Schwab Trust Co History Reduced 3,111 407 0.03% 0.02% 1650 -43 -1.36% Q1 2026 Apr 10, 2026
SAX WEALTH ADVISORS, LLC History No change 3,472 406 0.02% 0.02% 1652 0 0.0% Q1 2026 Apr 08, 2026
Triad Wealth Partners, LLC History Reduced 3,090 404 0.03% 0.04% 1653 -264 -7.87% Q1 2026 Apr 16, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 3,081 403 0.12% 0.47% 1655 -8,822 -74.12% Q1 2026 May 05, 2026
JB Capital LLC History Reduced 3,081 403 0.02% 0.02% 1654 -756 -19.7% Q1 2026 Apr 27, 2026
RESOLUTE CAPITAL, LLC History Reduced 3,083 403 0.16% 0.16% 1656 -215 -6.52% Q1 2026 May 12, 2026
Sandbox Financial Partners, LLC History Reduced 3,074 402 0.11% 0.11% 1658 -421 -12.05% Q1 2026 Apr 08, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 3,073 402 0.04% 0.03% 1657 0 0.0% Q1 2026 May 01, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 3,063 401 0.26% 0.23% 1659 +124 4.22% Q1 2026 May 13, 2026
Global Assets Advisory, LLC History Added to 3,057 400 0.11% 0.09% 1664 +293 10.6% Q1 2026 May 01, 2026
NOVEM GROUP History Added to 3,056 400 0.05% 0.04% 1663 +71 2.38% Q1 2026 Apr 10, 2026
FLC Capital Advisors History Reduced 3,055 400 0.07% 0.07% 1660 -5 -0.16% Q1 2026 May 01, 2026
LSP Investment Advisors, LLC History No change 3,060 400 0.29% 0.19% 1661 0 0.0% Q1 2026 May 15, 2026
WAYCROSS PARTNERS, LLC History No change 3,061 400 0.04% 0.03% 1662 0 0.0% Q1 2026 May 07, 2026
Brucke Financial, Inc. History Added to 3,050 399 0.2% 0.13% 1668 +1,005 49.14% Q1 2026 Apr 10, 2026
SteelPeak Wealth, LLC History Reduced 3,050 399 0.01% 0.01% 1665 -320 -9.5% Q1 2026 May 05, 2026
Sovereign Financial Group, Inc. History Added to 3,052 399 0.07% 0.06% 1667 +84 2.83% Q1 2026 Apr 17, 2026
SITTNER & NELSON, LLC History No change 3,050 399 0.15% 0.13% 1666 0 0.0% Q1 2026 May 11, 2026
WIMMER ASSOCIATES 1, LLC History Added to 3,043 398 0.19% 0.16% 1670 +50 1.67% Q1 2026 May 15, 2026
Jackson Wealth Management, LLC History No change 3,043 398 0.04% 0.03% 1669 0 0.0% Q1 2026 May 11, 2026
Exchange Bank History No change 3,045 398 0.28% 0.25% 1671 0 0.0% Q1 2026 Apr 08, 2026
Benin Management CORP History No change 3,034 397 0.09% 0.08% 1672 0 0.0% Q1 2026 Apr 10, 2026
Rothschild Wealth LLC History Added to 3,027 396 0.04% 0.03% 1674 +374 14.1% Q1 2026 May 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 3,026 396 0.03% 0.02% 1673 -24 -0.79% Q1 2026 Apr 14, 2026
W.H. Cornerstone Investments Inc. History New 3,024 395 0.25% 1677 +3,024 New Q1 2026 Apr 28, 2026
Heartwood Wealth Advisors LLC History Reduced 3,021 395 0.03% 0.03% 1676 -102 -3.27% Q1 2026 Apr 07, 2026
Towne Trust Company, N.A History Reduced 6,274 395 0.13% 0.12% 1675 -99 -1.55% Q1 2026 Apr 22, 2026
LEIGH BALDWIN & CO., LLC History Added to 3,012 394 0.26% 0.22% 1678 +101 3.47% Q1 2026 May 20, 2026
NorthStar Asset Management LLC /NJ/ History Added to 2,998 392 0.19% 0.16% 1681 +16 0.54% Q1 2026 May 08, 2026
Alta Advisers Ltd History No change 3,000 392 0.14% 0.13% 1679 0 0.0% Q1 2026 May 07, 2026
Walter Public Investments Inc. History No change 3,000 392 0.09% 0.06% 1680 0 0.0% Q1 2026 Apr 28, 2026
Texas Bank & Trust Co History No change 2,998 392 0.15% 0.13% 1682 0 0.0% Q1 2026 Apr 30, 2026
Westover Capital Advisors, LLC History Added to 2,991 391 0.07% 0.04% 1684 +991 49.55% Q1 2026 May 05, 2026
Prostatis Group LLC History Added to 2,993 391 0.1% 0.08% 1685 +115 4.0% Q1 2026 May 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 2,988 391 0.05% 0.05% 1683 -33 -1.09% Q1 2026 Apr 24, 2026
Boston Trust Walden Corp History Reduced 2,984 390 0.0% 0.0% 1687 -166 -5.27% Q1 2026 Apr 24, 2026
MEANS INVESTMENT CO., INC. History Reduced 2,985 390 0.03% 0.03% 1686 -102 -3.3% Q1 2026 Apr 24, 2026
CHIRON CAPITAL MANAGEMENT, LLC History New 2,976 389 0.4% 1690 +2,976 New Q1 2026 Apr 21, 2026
Syntegra Private Wealth Group, LLC History Reduced 2,971 389 0.04% 0.03% 1688 -120 -3.88% Q1 2026 Apr 27, 2026
Z3 Capital Partners, LLC History Added to 2,977 389 0.1% 0.08% 1689 +2 0.07% Q1 2026 May 07, 2026
PlanVest Financial, Inc History New 2,964 388 0.3% 1691 +2,964 New Q1 2026 May 14, 2026
1900 WEALTH MANAGEMENT LLC History Added to 2,963 387 0.02% 0.02% 1692 +9 0.3% Q1 2026 Apr 17, 2026
Centurion Wealth Management LLC History Reduced 2,947 385 0.09% 0.08% 1694 -53 -1.77% Q1 2026 Apr 10, 2026
VAN STRUM & TOWNE INC. History Added to 2,941 385 0.11% 0.1% 1693 +2 0.07% Q1 2026 May 07, 2026
Blackston Financial Advisory Group, LLC History Added to 2,938 384 0.24% 0.21% 1695 +57 1.98% Q1 2026 Apr 23, 2026
Sovran Advisors, LLC History Added to 2,964 383 0.03% 0.03% 1696 +269 9.98% Q1 2026 May 01, 2026
FAGAN ASSOCIATES, INC. History Reduced 2,917 381 0.05% 0.05% 1697 -280 -8.76% Q1 2026 May 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 2,914 381 0.03% 0.03% 1698 +84 2.97% Q1 2026 May 13, 2026
Smithfield Trust Co History Added to 2,900 380 0.02% 0.01% 1699 +169 6.19% Q1 2026 May 08, 2026
Financial Symmetry Inc History No change 2,939 380 0.14% 0.14% 1700 0 0.0% Q1 2026 May 11, 2026
Peachtree Investment Partners, LLC History Added to 2,899 379 0.14% 0.11% 1701 +112 4.02% Q1 2026 May 08, 2026
Legacy Trust History Reduced 2,898 379 0.07% 0.06% 1702 -30 -1.02% Q1 2026 Apr 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 2,902 379 0.24% 0.11% 1704 -14 -0.48% Q1 2026 May 01, 2026
NICOLET ADVISORY SERVICES, LLC History No change 3,256 379 0.03% 0.03% 1703 0 0.0% Q4 2025 Feb 13, 2026
Timonier Family Office, LTD. History No change 3,240 379 0.12% 0.12% 1705 0 0.0% Q4 2025 Feb 04, 2026
SHAYNE & JACOBS, LLC History No change 2,882 377 0.12% 0.1% 1706 0 0.0% Q1 2026 Apr 28, 2026
CAXTON ASSOCIATES LLP History Reduced 2,874 376 0.01% 0.01% 1708 -1,357 -32.07% Q1 2026 May 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 2,872 376 0.06% 0.05% 1707 +46 1.63% Q1 2026 Apr 13, 2026
PCB Capital LLC History Reduced 2,867 375 0.59% 0.54% 1709 -12 -0.42% Q1 2026 Apr 29, 2026
MWA Asset Management History Reduced 2,860 374 0.2% 0.21% 1711 -368 -11.4% Q1 2026 May 13, 2026
CNB Bank History Reduced 2,861 374 0.16% 0.14% 1710 -95 -3.21% Q1 2026 May 06, 2026
Holcombe Financial, Inc. History Reduced 2,853 373 0.22% 0.21% 1712 -43 -1.48% Q1 2026 Apr 20, 2026
EVOKE WEALTH, LLC History Reduced 2,843 372 0.01% 0.01% 1714 -461 -13.95% Q1 2026 May 14, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 2,845 372 0.27% 0.27% 1715 -249 -8.05% Q1 2026 Apr 22, 2026
Sather Financial Group Inc History Added to 2,842 372 0.02% 0.02% 1713 +200 7.57% Q1 2026 Apr 29, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History Reduced 2,845 372 0.33% 0.32% 1716 -53 -1.83% Q1 2026 Apr 28, 2026
Diversify Advisory Services, LLC History Reduced 2,927 370 0.06% 0.02% 1719 -2,478 -45.85% Q1 2026 May 01, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 2,829 370 0.02% 0.01% 1717 +844 42.52% Q1 2026 May 06, 2026
Main Street Financial Solutions, LLC History No change 3,158 370 0.03% 0.03% 1718 0 0.0% Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Reduced 2,813 368 0.13% 0.14% 1720 -350 -11.07% Q1 2026 Apr 22, 2026
UNION SAVINGS BANK History Reduced 2,803 367 0.16% 0.16% 1722 -290 -9.38% Q1 2026 Apr 17, 2026
Cravens & Co Advisors, LLC History Added to 2,803 367 0.24% 0.2% 1721 +210 8.1% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,800 366 0.0% 0.06% 1723 -315,050 -99.12% Q1 2026 May 14, 2026
Kera Capital Partners, Inc. History Added to 2,796 366 0.04% 0.04% 1725 +441 18.73% Q1 2026 May 06, 2026
Invst, LLC History Added to 2,797 366 0.04% 0.03% 1724 +135 5.07% Q1 2026 May 13, 2026
Alpine Bank Wealth Management History Reduced 2,789 365 0.05% 0.05% 1727 -33 -1.17% Q1 2026 Apr 21, 2026
First Citizens Financial Corp History No change 2,789 365 0.17% 0.16% 1726 0 0.0% Q1 2026 Apr 07, 2026
Generation Capital Management LLC History No change 2,785 364 0.27% 0.21% 1728 0 0.0% Q1 2026 May 08, 2026
BXM Wealth LLC History Reduced 2,777 363 0.28% 0.25% 1732 -3,486 -55.66% Q1 2026 Apr 23, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 2,774 363 0.02% 0.02% 1733 +301 12.17% Q1 2026 Apr 16, 2026
SkyView Investment Advisors, LLC History Added to 2,770 363 0.05% 0.04% 1731 +7 0.25% Q1 2026 May 14, 2026
Asset Allocation & Management Company, LLC History No change 2,775 363 0.13% 0.13% 1729 0 0.0% Q1 2026 Apr 15, 2026
Nalls Sherbakoff Group, LLC History No change 3,097 363 0.26% 0.26% 1730 0 0.0% Q4 2025 Mar 12, 2026
Choate Investment Advisors History Reduced 2,765 362 0.01% 0.01% 1734 -99 -3.46% Q1 2026 May 13, 2026
Pflug Koory, LLC History No change 2,765 362 0.17% 0.15% 1735 0 0.0% Q1 2026 Apr 21, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,751 360 0.04% 0.04% 1736 +20 0.73% Q1 2026 Apr 15, 2026
Bestgate Wealth Advisors, LLC History Reduced 2,743 359 0.65% 0.62% 1738 -268 -8.9% Q1 2026 Apr 23, 2026
Uniting Wealth Partners, LLC History Reduced 2,747 359 0.08% 0.1% 1739 -27 -0.97% Q1 2026 Apr 22, 2026
Treasure Coast Financial Planning History Reduced 2,744 359 0.18% 0.17% 1737 -1 -0.04% Q1 2026 May 11, 2026
VSM Wealth Advisory, LLC History Added to 2,740 358 0.11% 0.06% 1742 +1,146 71.89% Q1 2026 May 05, 2026
L. Roy Papp & Associates, LLP History Added to 2,740 358 0.04% 0.03% 1740 +250 10.04% Q1 2026 Apr 14, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 2,740 358 0.12% 0.11% 1741 -56 -2.0% Q1 2026 Apr 16, 2026
Connecticut Capital Management Group, LLC History Reduced 2,736 358 0.34% 0.31% 1743 -3 -0.11% Q1 2026 Apr 10, 2026
Elmwood Wealth Management, Inc. History Added to 2,729 357 0.1% 0.1% 1744 +156 6.06% Q1 2026 Apr 09, 2026
Oxbow Advisors, LLC History Added to 2,717 355 0.03% 0.03% 1746 +68 2.57% Q1 2026 Apr 27, 2026
William Allan Corp History Added to 2,717 355 0.21% 0.18% 1747 +23 0.85% Q1 2026 May 13, 2026
Indiana Trust & Investment Management Co History Reduced 2,713 355 0.11% 0.09% 1745 -5 -0.18% Q1 2026 Apr 28, 2026
Signature Equity Partners, LLC History Added to 2,707 354 0.19% 0.15% 1752 +317 13.26% Q1 2026 May 13, 2026
Inscription Capital, LLC History Added to 2,709 354 0.04% 0.03% 1749 +198 7.89% Q1 2026 Apr 20, 2026
Meriwether Wealth & Planning, LLC History Reduced 2,704 354 0.19% 0.18% 1751 -70 -2.52% Q1 2026 Apr 09, 2026
CHANNEL WEALTH LLC History Added to 2,708 354 0.09% 0.08% 1750 +9 0.33% Q1 2026 May 11, 2026
Clearstead Trust, LLC History No change 2,705 354 0.06% 0.05% 1748 0 0.0% Q1 2026 May 06, 2026
Private Capital Management, LLC History Reduced 2,700 353 0.04% 0.03% 1753 -37 -1.35% Q1 2026 May 15, 2026
SpringVest Wealth Management LLC History Added to 2,691 352 0.24% 0.22% 1755 +10 0.37% Q1 2026 Apr 21, 2026
Horizon Investment Services, LLC History No change 2,691 352 0.12% 0.11% 1754 0 0.0% Q1 2026 May 15, 2026
Rosenberg Matthew Hamilton History Reduced 2,686 351 0.07% 0.07% 1756 -80 -2.89% Q1 2026 Apr 06, 2026
Belleair Asset Management, LLC History Reduced 2,675 350 0.32% 0.3% 1757 -25 -0.93% Q1 2026 Apr 15, 2026
Excelsior Advisor Network LLC History New 2,669 349 0.13% 1760 +2,669 New Q1 2026 May 15, 2026
Wealth Quarterback LLC History Added to 2,666 349 0.14% 0.11% 1758 +43 1.64% Q1 2026 Apr 09, 2026
Mason & Associates, LLC History No change 2,672 349 0.08% 0.07% 1759 0 0.0% Q1 2026 Apr 21, 2026
IFC Advisors LLC History Reduced 2,651 347 0.05% 0.05% 1761 -66 -2.43% Q1 2026 May 04, 2026
Smith Asset Management Co., LLC History Reduced 2,654 347 0.3% 0.26% 1762 -49 -1.81% Q1 2026 May 14, 2026
Traynor Capital Management, Inc. History Reduced 2,629 346 0.02% 0.02% 1763 -161 -5.77% Q1 2026 May 14, 2026
Barnes Wealth Management Group, Inc History Added to 2,645 346 0.18% 0.16% 1764 +35 1.34% Q1 2026 May 15, 2026
REXFORD CAPITAL INC History Added to 2,642 345 0.25% 0.22% 1767 +217 8.95% Q1 2026 Apr 23, 2026
Centennial Bank/AR/ History Reduced 2,640 345 0.12% 0.13% 1766 -151 -5.41% Q1 2026 May 06, 2026
Van Hulzen Asset Management, LLC History Reduced 2,642 345 0.03% 0.02% 1765 -21 -0.79% Q1 2026 May 14, 2026
Gerald Baker Financial Group LLC History New 2,625 343 0.11% 1770 +2,625 New Q1 2026 May 06, 2026
Optiver Holding B.V. History Added to 2,625 343 0.0% 0.0% 1769 +1,034 64.99% Q1 2026 May 15, 2026
Rossmore Private Capital History No change 2,622 343 0.03% 0.03% 1768 0 0.0% Q1 2026 May 01, 2026
Deseret Mutual Benefit Administrators History Added to 2,614 342 0.12% 0.07% 1772 +1,166 80.52% Q1 2026 May 08, 2026
Beverly Hills Private Wealth, LLC History Reduced 2,616 342 0.06% 0.06% 1773 -139 -5.05% Q1 2026 May 01, 2026
Kozak & Associates, Inc. History Added to 2,627 342 0.07% 0.06% 1771 +7 0.27% Q1 2026 Apr 14, 2026
Partnership Wealth Management, LLC History No change 2,612 342 0.26% 0.22% 1774 0 0.0% Q1 2026 Apr 08, 2026
Jump Financial, LLC History New 2,606 341 0.0% 1777 +2,606 New Q1 2026 May 14, 2026
Sandro Wealth Management LLC History Added to 2,612 341 0.27% 0.23% 1776 +268 11.43% Q1 2026 Apr 21, 2026
Carl P. Sherr & Co., LLC History No change 2,611 341 0.16% 0.14% 1775 0 0.0% Q1 2026 May 07, 2026
Catalyst Funds Management Pty Ltd History New 2,602 340 0.06% 1787 +2,602 New Q1 2026 May 11, 2026
Van Diest Capital, LLC History Reduced 2,603 340 0.27% 0.61% 1786 -880 -25.27% Q1 2026 May 15, 2026
Good Steward Wealth Advisors,LLC History Reduced 2,603 340 0.22% 0.23% 1784 -346 -11.73% Q1 2026 May 04, 2026
Tandem Investment Advisors, Inc. History Reduced 2,599 340 0.02% 0.01% 1781 -145 -5.28% Q1 2026 May 07, 2026
AmeriServ Wealth Advisors History Added to 2,599 340 0.22% 0.17% 1780 +139 5.65% Q1 2026 May 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 2,601 340 0.0% 0.0% 1779 -106 -3.92% Q1 2026 May 14, 2026
LCM Capital Management Inc History Reduced 2,600 340 0.17% 0.15% 1782 -18 -0.69% Q1 2026 Apr 21, 2026
Clearwave Capital, LLC History Added to 2,602 340 0.23% 0.22% 1785 +17 0.66% Q1 2026 Apr 29, 2026
A4 Wealth Advisors LLC History Added to 2,601 340 0.28% 0.26% 1783 +4 0.15% Q1 2026 May 11, 2026
UNIVEST FINANCIAL Corp History Added to 2,604 340 0.02% 0.02% 1778 +2 0.08% Q1 2026 May 01, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 2,595 339 0.1% 0.07% 1790 -266 -9.3% Q1 2026 May 12, 2026
Perennial Investment Advisors, LLC History Reduced 2,594 339 0.03% 0.02% 1788 -41 -1.56% Q1 2026 May 15, 2026
Citizens National Bank Trust Department History No change 2,592 339 0.06% 0.05% 1789 0 0.0% Q1 2026 May 04, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 2,585 338 0.07% 0.08% 1793 -393 -13.2% Q1 2026 May 12, 2026
Sequent Asset Management, LLC History No change 2,886 338 0.15% 0.15% 1791 0 0.0% Q4 2025 Feb 10, 2026
PSI Advisors, LLC History No change 2,583 338 0.08% 0.08% 1792 0 0.0% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 2,576 337 0.0% 1794 +2,576 New Q1 2026 May 15, 2026
Defiance ETFs, LLC History New 2,567 336 0.0% 1799 +2,567 New Q1 2026 May 15, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 2,568 336 0.17% 0.14% 1795 +156 6.47% Q1 2026 May 05, 2026
CFO4Life Group, LLC History Reduced 2,573 336 0.05% 0.04% 1796 -72 -2.72% Q1 2026 May 11, 2026
AlTi Global, Inc. History Added to 2,569 336 0.01% 0.01% 1798 +34 1.34% Q1 2026 May 07, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 2,572 336 0.15% 0.13% 1797 +2 0.08% Q1 2026 Apr 29, 2026
Beirne Wealth Consulting Services, LLC History Added to 2,558 335 0.09% 0.09% 1801 +6 0.24% Q1 2026 Apr 30, 2026
TERRIL BROTHERS, INC. History No change 2,564 335 0.09% 0.08% 1800 0 0.0% Q1 2026 May 06, 2026
Shulman DeMeo Asset Management LLC History New 2,542 332 0.07% 1803 +2,542 New Q1 2026 Apr 09, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 2,542 332 0.04% 0.04% 1802 +204 8.73% Q1 2026 Apr 20, 2026
LifePlan Investment Advisors, Inc. History Added to 2,530 331 0.13% 0.09% 1805 +628 33.02% Q1 2026 May 14, 2026
Hamilton Point Investment Advisors, LLC History No change 2,532 331 0.05% 0.04% 1804 0 0.0% Q1 2026 May 06, 2026
POM Investment Strategies, LLC History Added to 2,523 330 0.41% 0.01% 1807 +2,373 1582.0% Q1 2026 May 11, 2026
Tradition Wealth Management, LLC History Added to 2,526 330 0.02% 0.02% 1806 +60 2.43% Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 2,521 329 0.07% 0.05% 1810 +1,156 84.69% Q1 2026 May 11, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 2,584 329 0.17% 0.15% 1808 -101 -3.76% Q1 2026 May 11, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 2,517 329 0.11% 0.1% 1809 +2 0.08% Q1 2026 Apr 23, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 2,508 328 0.09% 0.08% 1813 -24 -0.95% Q1 2026 May 05, 2026
BURNEY CO/ History Reduced 2,510 328 0.01% 0.01% 1811 -3 -0.12% Q1 2026 Apr 29, 2026
CHELSEA COUNSEL CO History No change 2,801 328 0.14% 0.14% 1812 0 0.0% Q1 2026 Apr 23, 2026
Facet Wealth, Inc. History Added to 2,504 327 0.01% 0.0% 1815 +443 21.49% Q1 2026 May 07, 2026
Hilton Head Capital Partners, LLC History Reduced 2,498 327 0.18% 0.17% 1816 -16 -0.64% Q1 2026 Apr 20, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 2,500 327 0.08% 0.07% 1814 0 0.0% Q1 2026 May 12, 2026
CPWA, LLC History New 2,615 326 0.39% 1821 +2,615 New Q1 2026 May 13, 2026
Tuttle Capital Management, LLC History New 2,496 326 0.54% 1819 +2,496 New Q1 2026 May 04, 2026
Charter Capital Management, LLC\DE History New 2,493 326 0.16% 1820 +2,493 New Q1 2026 Apr 27, 2026
Arsenal Capital Advisors LLC History Added to 2,490 326 0.24% 0.19% 1818 +161 6.91% Q1 2026 May 07, 2026
BANYAN CAPITAL MANAGEMENT, INC. History No change 2,493 326 0.14% 0.13% 1817 0 0.0% Q1 2026 May 01, 2026
Coquina Private Wealth LLC History Reduced 2,489 325 0.26% 0.25% 1824 -174 -6.53% Q1 2026 May 05, 2026
GRANDFIELD & DODD, LLC History No change 2,485 325 0.02% 0.02% 1822 0 0.0% Q1 2026 May 07, 2026
Clarius Group, LLC History No change 2,774 325 0.02% 0.02% 1823 0 0.0% Q4 2025 Jan 14, 2026
First National Advisers, LLC History Reduced 2,475 324 0.05% 0.09% 1825 -2,817 -53.23% Q1 2026 May 08, 2026
Sunpointe, LLC History Reduced 2,482 324 0.11% 0.1% 1826 -31 -1.23% Q1 2026 Apr 21, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 2,472 323 0.07% 0.05% 1830 +386 18.5% Q1 2026 Apr 15, 2026
Ellis Investment Partners, LLC History Reduced 2,470 323 0.06% 0.06% 1828 -284 -10.31% Q1 2026 May 12, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 2,471 323 0.01% 0.01% 1827 +2 0.08% Q1 2026 May 06, 2026
Cromwell Holdings LLC History No change 2,469 323 0.18% 0.16% 1829 0 0.0% Q1 2026 Apr 30, 2026
CAMBIENT FAMILY OFFICE, LLC History Added to 2,461 322 0.04% 0.03% 1834 +749 43.75% Q1 2026 Apr 21, 2026
Riverbend Wealth Management, LLC History Added to 2,462 322 0.18% 0.16% 1833 +193 8.51% Q1 2026 Apr 22, 2026
Intergy Private Wealth, LLC History Added to 2,462 322 0.09% 0.08% 1832 +142 6.12% Q1 2026 Apr 16, 2026
BayBridge Capital Group, LLC History No change 2,752 322 0.2% 0.2% 1831 0 0.0% Q1 2026 Apr 14, 2026
Balefire, LLC History Reduced 2,457 321 0.06% 0.06% 1835 -35 -1.4% Q1 2026 May 07, 2026
FDx Advisors, Inc. History New 2,443 320 0.1% 1839 +2,443 New Q1 2026 May 01, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 2,444 320 0.02% 0.02% 1836 -672 -21.57% Q1 2026 Apr 22, 2026
COFG Advisors, LLC History Reduced 2,451 320 0.08% 0.07% 1838 -48 -1.92% Q1 2026 May 11, 2026
FRG Family Wealth Advisors LLC History No change 2,450 320 0.05% 0.04% 1837 0 0.0% Q1 2026 Apr 24, 2026
Capital Advantage, Inc. History Reduced 2,439 319 0.04% 0.04% 1840 -150 -5.79% Q1 2026 Apr 10, 2026
VICUS CAPITAL History New 2,432 318 0.02% 1842 +2,432 New Q1 2026 Apr 22, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 2,435 318 0.13% 0.12% 1841 +8 0.33% Q1 2026 May 11, 2026
Red Wave Investments LLC History No change 2,423 317 0.09% 0.08% 1843 0 0.0% Q1 2026 May 08, 2026
Piedmont Capital Management, LLC/NC History Added to 2,420 316 0.21% 0.17% 1847 +170 7.56% Q1 2026 Apr 21, 2026
Krilogy Financial LLC History Reduced 2,464 316 0.01% 0.01% 1844 -21 -0.85% Q1 2026 Apr 17, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 2,414 316 0.26% 0.22% 1846 +15 0.63% Q1 2026 May 13, 2026
Royal Capital Wealth Management, LLC History No change 2,416 316 0.2% 0.17% 1845 0 0.0% Q1 2026 May 15, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 2,411 315 0.01% 0.01% 1848 +33 1.39% Q1 2026 May 11, 2026
Apriem Advisors History No change 2,400 314 0.03% 0.03% 1849 0 0.0% Q1 2026 May 14, 2026
Pine Valley Investments Ltd Liability Co History No change 2,675 313 0.01% 0.01% 1850 0 0.0% Q4 2025 Feb 13, 2026
Strata Wealth Advisors, LLC History Reduced 2,384 312 0.09% 0.09% 1852 -231 -8.83% Q1 2026 Apr 28, 2026
Total Clarity Wealth Management, Inc. History Added to 2,390 312 0.07% 0.07% 1851 +15 0.63% Q1 2026 Apr 17, 2026
E Fund Management (Hong Kong) Co., Ltd. History Added to 2,380 311 0.14% 0.0% 1853 +2,338 5566.67% Q1 2026 Apr 08, 2026
Miller Financial Services LLC History Added to 2,377 311 0.34% 0.33% 1854 +2 0.08% Q1 2026 May 01, 2026
SEEDS INVESTOR LLC History Added to 2,383 309 0.04% 0.04% 1856 +481 25.29% Q1 2026 May 11, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 2,361 309 0.04% 0.03% 1855 +361 18.05% Q1 2026 Apr 27, 2026
Hilltop National Bank History Added to 2,365 309 0.07% 0.06% 1857 +310 15.09% Q1 2026 Apr 02, 2026
Curat Global, LLC History Added to 2,363 309 0.3% 0.31% 1858 +3 0.13% Q1 2026 Apr 21, 2026
PATRON PARTNERS, LLC History Added to 2,352 307 0.14% 0.09% 1862 +560 31.25% Q1 2026 Apr 29, 2026
New Hampshire Trust History Added to 2,349 307 0.06% 0.05% 1863 +121 5.43% Q1 2026 Apr 20, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Added to 2,347 307 0.17% 0.14% 1859 +112 5.01% Q1 2026 May 07, 2026
Cottage Street Advisors LLC History Added to 2,351 307 0.13% 0.12% 1861 +7 0.3% Q1 2026 Apr 20, 2026
Cornerstone Management, Inc. History Added to 2,346 307 0.05% 0.04% 1860 +3 0.13% Q1 2026 Apr 16, 2026
XXI WEALTH, LLC History Added to 2,341 306 0.17% 0.15% 1865 +289 14.08% Q1 2026 May 07, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 2,339 306 0.02% 0.02% 1864 +4 0.17% Q1 2026 Apr 15, 2026
Balance Wealth, LLC History Added to 2,323 304 0.09% 0.08% 1867 +209 9.89% Q1 2026 Apr 20, 2026
FIRST UNITED BANK & TRUST History No change 2,327 304 0.1% 0.09% 1866 0 0.0% Q1 2026 Apr 21, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,318 303 0.03% 1871 +2,318 New Q1 2026 Apr 23, 2026
CARDIFF PARK ADVISORS, LLC History New 2,316 303 0.02% 1870 +2,316 New Q1 2026 May 15, 2026
J. Team Financial, Inc. History Reduced 2,316 303 0.34% 0.3% 1869 -287 -11.03% Q1 2026 Apr 22, 2026
Gleason Group, Inc. History Added to 2,318 303 0.03% 0.03% 1868 +19 0.83% Q1 2026 May 04, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 2,313 302 0.03% 1875 +2,313 New Q1 2026 May 12, 2026
D'Orazio & Associates, Inc. History Reduced 2,308 302 0.04% 0.04% 1873 -671 -22.52% Q1 2026 May 07, 2026
Pallas Capital Advisors LLC History Reduced 2,308 302 0.01% 0.01% 1874 -75 -3.15% Q1 2026 Apr 21, 2026
M. Kraus & Co History No change 2,312 302 0.09% 0.08% 1872 0 0.0% Q1 2026 Apr 14, 2026
Herold Advisors, Inc. History New 2,305 301 0.07% 1879 +2,305 New Q1 2026 May 14, 2026
Peak Planning Group, LLC History Reduced 2,304 301 0.08% 0.08% 1878 -66 -2.78% Q1 2026 Apr 22, 2026
Legacy Wealth Partners, LLC History Reduced 2,305 301 0.08% 0.07% 1877 -52 -2.21% Q1 2026 Apr 17, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 2,301 301 0.14% 0.12% 1876 0 0.0% Q1 2026 May 13, 2026
City State Bank History No change 2,292 300 0.08% 0.07% 1880 0 0.0% Q1 2026 Apr 20, 2026
GUARDIAN INVESTMENT MANAGEMENT History New 2,289 299 0.24% 1882 +2,289 New Q1 2026 Apr 16, 2026
Warm Springs Advisors Inc. History No change 2,291 299 0.25% 0.21% 1881 0 0.0% Q1 2026 Apr 30, 2026
Kennebec Savings Bank History Added to 2,279 298 0.27% 0.23% 1883 +4 0.18% Q1 2026 Apr 17, 2026
GC Wealth Management RIA, LLC History Reduced 2,270 297 0.01% 0.01% 1886 -1,130 -33.24% Q1 2026 May 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 2,272 297 0.01% 0.01% 1884 -414 -15.41% Q1 2026 May 11, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 2,270 297 0.02% 0.01% 1885 -3 -0.13% Q1 2026 Apr 29, 2026
KTF INVESTMENTS, LLC History No change 2,270 297 0.05% 0.04% 1887 0 0.0% Q1 2026 May 04, 2026
Sovereign Investment Advisors, LLC History New 2,268 296 0.06% 1889 +2,268 New Q1 2026 May 12, 2026
CAPITAL CITY TRUST CO/FL History Added to 2,265 296 0.07% 0.05% 1888 +440 24.11% Q1 2026 May 01, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,254 295 0.01% 0.01% 1891 +126 5.92% Q1 2026 Apr 28, 2026
CENTRAL BANK & TRUST CO History No change 2,253 295 0.05% 0.04% 1890 0 0.0% Q1 2026 Apr 07, 2026
Van Cleef Asset Management,Inc History No change 2,249 294 0.03% 0.03% 1892 0 0.0% Q1 2026 May 01, 2026
Winthrop Advisory Group LLC History Reduced 2,243 293 0.02% 0.03% 1893 -475 -17.48% Q1 2026 Apr 13, 2026
Stokes Family Office, LLC History Reduced 2,244 293 0.03% 0.03% 1894 -339 -13.12% Q1 2026 May 11, 2026
Reyes Financial Architecture, Inc. History Added to 2,241 293 0.24% 0.14% 1896 +302 15.58% Q1 2026 May 11, 2026
Manske Wealth Management History Added to 2,243 293 0.08% 0.08% 1897 +1 0.04% Q1 2026 Apr 30, 2026
Schulz Wealth, LTD. History No change 2,505 293 0.19% 0.19% 1895 0 0.0% Q4 2025 Feb 05, 2026
MKT Advisors LLC History Reduced 2,220 292 0.1% 0.12% 1900 -757 -25.43% Q1 2026 Apr 10, 2026
Sunflower Bank, N.A. History Reduced 2,231 292 0.07% 0.07% 1899 -17 -0.76% Q1 2026 Apr 10, 2026
Capital Planning Advisors, LLC History Added to 2,231 292 0.04% 0.03% 1898 +15 0.68% Q1 2026 May 14, 2026
CULTIVAR CAPITAL, INC. History No change 2,235 292 0.19% 0.17% 1901 0 0.0% Q1 2026 Apr 07, 2026
Capital Asset Advisory Services LLC History Reduced 2,281 291 0.01% 0.02% 1902 -988 -30.22% Q1 2026 Apr 24, 2026
OneAscent Family Office, LLC History New 2,219 290 0.2% 1904 +2,219 New Q1 2026 Apr 21, 2026
Goldstein Advisors, LLC History Added to 2,217 290 0.03% 0.03% 1903 +155 7.52% Q1 2026 Apr 28, 2026
Laurion Capital Management LP History New 2,209 289 0.01% 1905 +2,209 New Q1 2026 May 14, 2026
CSS LLC/IL History New 2,200 288 0.01% 1908 +2,200 New Q1 2026 May 15, 2026
Churchill Financial Advisors, LLC History New 2,200 288 0.06% 1909 +2,200 New Q1 2026 Apr 22, 2026
Front Row Advisors LLC History Reduced 2,202 288 0.1% 0.09% 1906 -140 -5.98% Q1 2026 May 19, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,201 288 0.14% 0.13% 1907 0 0.0% Q1 2026 May 15, 2026
Stirlingshire Investments, Inc. History New 2,193 287 0.25% 1912 +2,193 New Q1 2026 May 04, 2026
Buttonwood Financial Advisors Inc. History Reduced 2,194 287 0.1% 0.09% 1911 -49 -2.18% Q1 2026 Apr 21, 2026
M.E. ALLISON & CO., INC. History Added to 2,198 287 0.19% 0.17% 1910 +2 0.09% Q1 2026 Apr 08, 2026
SHP Wealth Management History Added to 2,192 286 0.02% 0.02% 1914 +86 4.08% Q1 2026 May 08, 2026
Roble, Belko & Company, Inc History No change 2,182 286 0.04% 0.03% 1913 0 0.0% Q1 2026 Apr 16, 2026
Joel Adams & Associates, Inc. History No change 2,189 286 0.21% 0.19% 1915 0 0.0% Q1 2026 Apr 20, 2026
Klingman & Associates, LLC History Reduced 2,184 285 0.01% 0.01% 1916 -319 -12.74% Q1 2026 May 14, 2026
Blossom Wealth Management History Added to 2,184 285 0.42% 0.42% 1917 +9 0.41% Q1 2026 Apr 28, 2026
ROCKLAND TRUST CO History Added to 2,169 284 0.01% 0.01% 1918 +11 0.51% Q1 2026 Apr 16, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 2,166 283 0.09% 0.08% 1920 +176 8.84% Q1 2026 Apr 22, 2026
COZAD ASSET MANAGEMENT INC History No change 2,416 283 0.02% 0.02% 1919 0 0.0% Q4 2025 Feb 13, 2026
BAILARD, INC. History Reduced 2,155 282 0.01% 0.09% 1921 -32,053 -93.7% Q1 2026 May 11, 2026
Alpha Zero LLC History New 2,155 282 0.14% 1924 +2,155 New Q1 2026 May 07, 2026
Alhambra Investment Management LLC History Reduced 2,159 282 0.13% 0.12% 1922 -107 -4.72% Q1 2026 Apr 15, 2026
Auxano Advisors, LLC History Added to 2,157 282 0.06% 0.05% 1923 +8 0.37% Q1 2026 May 01, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 2,146 281 0.03% 0.03% 1925 +10 0.47% Q1 2026 May 15, 2026
Werba Rubin Papier Wealth Management History New 2,135 279 0.04% 1928 +2,135 New Q1 2026 May 12, 2026
Legacy Capital Wealth Partners, LLC History Reduced 2,135 279 0.06% 0.06% 1926 -187 -8.05% Q1 2026 May 15, 2026
CYBER HORNET ETFs LLC History Reduced 2,137 279 0.18% 0.16% 1927 -94 -4.21% Q1 2026 May 08, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 2,126 278 0.15% 0.15% 1931 -172 -7.48% Q1 2026 Apr 09, 2026
Clearwater Capital Advisors, LLC History Reduced 2,127 278 0.02% 0.02% 1929 -32 -1.48% Q1 2026 May 13, 2026
Severin Investments, LLC History Added to 2,129 278 0.24% 0.22% 1930 +30 1.43% Q1 2026 Apr 24, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 2,116 277 0.02% 1933 +2,116 New Q1 2026 May 15, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 2,117 277 0.08% 0.07% 1932 -47 -2.17% Q1 2026 Apr 29, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,113 276 0.03% 0.03% 1934 -19 -0.89% Q1 2026 May 05, 2026
Provident Wealth Management, LLC History No change 2,108 276 0.08% 0.07% 1935 0 0.0% Q1 2026 Apr 17, 2026
Spartan Wealth Advisory Services LLC History New 2,103 275 0.02% 1939 +2,103 New Q1 2026 May 06, 2026
HAZLETT, BURT & WATSON, INC. History Added to 2,104 275 0.09% 0.08% 1936 +66 3.24% Q1 2026 May 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 2,105 275 0.04% 0.04% 1937 -17 -0.8% Q1 2026 May 11, 2026
Litman Gregory Wealth Management LLC History No change 2,353 275 0.02% 0.02% 1938 0 0.0% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 2,094 274 0.04% 0.04% 1941 +80 3.97% Q1 2026 May 08, 2026
Darwin Wealth Management, LLC History Added to 2,093 274 0.09% 0.08% 1940 +15 0.72% Q1 2026 May 01, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 2,096 274 0.28% 0.26% 1942 -1 -0.05% Q1 2026 Apr 23, 2026
Veratis Advisors, Inc. History No change 2,159 274 0.22% 0.22% 1943 0 0.0% Q4 2025 Feb 18, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 2,091 273 0.18% 0.15% 1944 +1 0.05% Q1 2026 May 07, 2026
Crown Wealth Group, LLC History Added to 2,081 272 0.08% 0.06% 1946 +199 10.57% Q1 2026 Apr 21, 2026
VestGen Investment Management History Added to 2,078 272 0.15% 0.13% 1945 +35 1.71% Q1 2026 May 12, 2026
Premier Private Wealth Management LLC History Reduced 2,070 271 0.29% 0.28% 1949 -200 -8.81% Q1 2026 May 07, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 2,118 271 0.09% 0.08% 1948 +14 0.67% Q1 2026 Apr 17, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,075 271 0.06% 0.05% 1947 0 0.0% Q1 2026 Apr 15, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 2,066 270 0.06% 1950 +2,066 New Q1 2026 May 13, 2026
CPC Advisors, LLC History Reduced 2,043 267 0.04% 0.64% 1951 -51,667 -96.2% Q1 2026 Apr 16, 2026
Ponta Wealth Partners, LLC History Reduced 2,041 267 0.21% 0.22% 1952 -1 -0.05% Q1 2026 May 11, 2026
Jessup Wealth Management, Inc History Added to 2,033 266 0.1% 0.07% 1953 +300 17.31% Q1 2026 May 15, 2026
Commonwealth Retirement Investments LLC History No change 2,038 266 0.08% 0.08% 1954 0 0.0% Q1 2026 May 11, 2026
Golden Reserve Retirement LLC History New 2,027 265 0.05% 1960 +2,027 New Q1 2026 Apr 20, 2026
Urban Wealth Management, LLC History New 2,025 265 0.27% 1959 +2,025 New Q1 2026 Apr 21, 2026
Meramec Financial Planners, LLC History Added to 2,076 265 0.11% 0.1% 1957 +4 0.19% Q1 2026 Apr 27, 2026
TMB Capital Partners, LLC History Added to 2,029 265 0.09% 0.08% 1958 +1 0.05% Q1 2026 May 08, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 2,025 265 0.05% 0.05% 1955 0 0.0% Q1 2026 Apr 28, 2026
Legacy Private Trust Co. History No change 2,025 265 0.02% 0.01% 1956 0 0.0% Q1 2026 Apr 07, 2026
MBE Wealth Management, LLC History New 2,022 264 0.11% 1965 +2,022 New Q1 2026 Apr 21, 2026
Transamerica Financial Advisors, LLC History Added to 2,017 264 0.02% 0.01% 1961 +484 31.57% Q1 2026 May 15, 2026
Rockbridge Investment Management, LCC History Added to 2,019 264 0.02% 0.02% 1962 +92 4.77% Q1 2026 May 14, 2026
Beaumont Financial Advisors, LLC History Added to 2,023 264 0.02% 0.02% 1964 +46 2.33% Q1 2026 May 05, 2026
Enclave Advisors LLC History Added to 2,017 264 0.04% 0.03% 1963 +4 0.2% Q1 2026 Apr 13, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 2,013 263 0.03% 0.02% 1967 -25,000 -92.55% Q1 2026 May 01, 2026
Colonial River Investments, LLC History Reduced 2,014 263 0.09% 0.1% 1969 -479 -19.21% Q1 2026 Apr 27, 2026
Phoenix Wealth Advisors History Added to 2,014 263 0.1% 0.09% 1968 +56 2.86% Q1 2026 Apr 22, 2026
SENTINEL TRUST CO LBA History No change 2,006 263 0.03% 0.02% 1966 0 0.0% Q1 2026 May 07, 2026
Taylor Financial Group, Inc. History No change 2,009 263 0.16% 0.14% 1970 0 0.0% Q1 2026 May 13, 2026
Analyst IMS Investment Management Services Ltd. History Added to 1,999 262 0.01% 0.01% 1972 +159 8.64% Q1 2026 Apr 23, 2026
PIONEER TRUST BANK N A/OR History Added to 2,004 262 0.06% 0.05% 1971 +4 0.2% Q1 2026 Apr 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 1,996 261 0.11% 0.09% 1973 -201 -9.15% Q1 2026 Apr 14, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 1,994 261 0.13% 0.12% 1974 -65 -3.16% Q1 2026 Apr 29, 2026
PROMETHIUM ADVISORS,LLC History No change 2,000 261 0.14% 0.13% 1975 0 0.0% Q1 2026 Apr 22, 2026
Graver Capital Management, LLC History No change 2,000 261 0.2% 0.18% 1976 0 0.0% Q1 2026 Apr 23, 2026
Volterra Technologies LP History New 2,000 259 0.03% 1980 +2,000 New Q1 2026 May 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History New 1,985 259 0.01% 1979 +1,985 New Q1 2026 Apr 30, 2026
Commonwealth Financial Services, LLC History Added to 1,982 259 0.04% 0.04% 1977 +72 3.77% Q1 2026 May 07, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 1,981 259 0.19% 0.18% 1978 -2 -0.1% Q1 2026 May 08, 2026
Chesapeake Wealth Management History New 1,977 258 0.08% 1985 +1,977 New Q1 2026 May 18, 2026
WealthTrust Asset Management, LLC History New 1,974 258 0.15% 1986 +1,974 New Q1 2026 May 06, 2026
WORLD EQUITY GROUP, INC. History Reduced 1,976 258 0.07% 0.08% 1981 -335 -14.5% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,975 258 0.03% 0.02% 1982 +28 1.44% Q1 2026 Apr 30, 2026
TrustBank History Reduced 1,972 258 0.1% 0.1% 1984 -25 -1.25% Q1 2026 May 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,972 258 0.03% 0.02% 1983 -13 -0.65% Q1 2026 May 11, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 1,968 257 0.08% 0.08% 1987 -67 -3.29% Q1 2026 May 13, 2026
Providence First Trust Co History Reduced 1,959 256 0.09% 0.1% 1989 -618 -23.98% Q1 2026 May 04, 2026
Washington Trust Advisors, Inc. History Reduced 1,958 256 0.02% 0.02% 1991 -547 -21.84% Q1 2026 Apr 06, 2026
IVC Wealth Advisors LLC History Added to 1,957 256 0.11% 0.09% 1990 +237 13.78% Q1 2026 Apr 16, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 1,958 256 0.0% 0.0% 1988 +161 8.96% Q1 2026 Apr 13, 2026
Discipline Wealth Solutions, LLC History Added to 1,962 256 0.03% 0.04% 1994 +88 4.7% Q1 2026 Apr 17, 2026
CarsonAllaria Wealth Management, Ltd. History Reduced 1,963 256 0.13% 0.12% 1992 -24 -1.21% Q1 2026 Apr 30, 2026
Vantage Financial Partners, LLC History No change 2,191 256 0.05% 0.05% 1993 0 0.0% Q4 2025 Feb 03, 2026
Frisch Financial Group, Inc. History New 1,949 255 0.05% 1999 +1,949 New Q1 2026 May 05, 2026
Canopy Partners, LLC History Added to 1,950 255 0.09% 0.04% 1998 +836 75.04% Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History Added to 1,950 255 0.03% 0.03% 1995 +9 0.46% Q1 2026 Apr 21, 2026
OneAscent Wealth Management LLC History Added to 1,953 255 0.08% 0.08% 1997 +8 0.41% Q1 2026 Apr 21, 2026
Ferguson Shapiro LLC History No change 1,949 255 0.08% 0.07% 1996 0 0.0% Q1 2026 Apr 23, 2026
Fortis Capital Advisors, LLC History Reduced 1,947 254 0.03% 0.03% 2000 -22 -1.12% Q1 2026 Apr 28, 2026