iShares, Inc. - EEM

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
BARCLAYS PLC History Added to 746,535,951 42,395,776 10.19% 0.15% 1 +735,097,442 6426.51% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 66,675,251 3,786,487 0.42% 0.3% 2 +18,341,979 37.95% Q1 2026 May 15, 2026
UBS Group AG History Added to 55,919,234 3,175,653 0.48% 0.49% 3 +567,053 1.02% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Added to 46,773,077 2,656,243 0.3% 0.19% 4 +17,769,621 61.27% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 37,337,990 2,120,424 0.16% 0.12% 5 +6,929,284 22.79% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 35,398,600 2,010,286 0.33% 0.2% 6 +11,378,998 47.37% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 33,875,041 1,923,763 0.12% 0.1% 7 +2,776,819 8.93% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 32,712,005 1,857,714 0.24% 0.21% 8 +7,372,975 29.1% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Added to 30,783,479 1,748,193 0.33% 0.23% 9 +7,603,980 32.8% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 26,612,519 1,511,324 0.63% 0.53% 10 +3,413,722 14.72% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 23,992,635 1,362,541 0.58% 0.69% 11 -4,599,572 -16.09% Q1 2026 May 11, 2026
BlackRock, Inc. History Added to 19,359,288 1,099,413 0.02% 0.02% 12 +3,021,495 18.49% Q1 2026 May 13, 2026
Jain Global LLC History Added to 18,596,528 1,056,096 4.36% 3.16% 13 +6,655,928 55.74% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 16,178,875 918,796 0.16% 0.05% 14 +10,269,946 173.8% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 14,015,681 795,950 1.48% 1.13% 15 +2,851,481 25.54% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 13,880,292 788,261 0.93% 1.2% 16 -6,716,008 -32.61% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,784,044 727,849 0.35% 0.22% 17 +1,924,442 103.49% Q1 2026 May 12, 2026
Allianz Asset Management GmbH History Reduced 11,603,888 658,984 0.69% 0.91% 18 -4,784,724 -29.2% Q1 2026 May 11, 2026
Rokos Capital Management LLP History Added to 9,850,000 559,233 4.23% 0.0% 19 +9,842,965 139914.21% Q1 2026 May 15, 2026
Retirement Systems of Alabama History No change 9,131,302 518,566 1.73% 1.62% 20 0 0.0% Q1 2026 Apr 24, 2026
Board of Trustees of The Leland Stanford Junior University History Added to 9,035,926 513,150 60.46% 49.16% 21 +4,577,226 102.66% Q1 2026 May 07, 2026
ExodusPoint Capital Management, LP History New 9,017,000 512,075 4.13% 22 +9,017,000 New Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 8,966,357 490,908 0.03% 0.02% 23 +1,985,506 28.44% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 7,474,066 423,411 0.22% 0.2% 24 +882,435 13.39% Q1 2026 Apr 30, 2026
BANK OF MONTREAL /CAN/ History Added to 6,119,581 347,531 0.13% 0.11% 25 +235,173 4.0% Q1 2026 May 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 5,309,167 301,507 0.53% 0.89% 26 -2,991,696 -36.04% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,611,088 261,863 0.15% 0.13% 27 +189,366 4.28% Q1 2026 May 08, 2026
Parallax Volatility Advisers, L.P. History Reduced 4,557,000 258,792 0.67% 0.66% 28 -1,601,800 -26.01% Q1 2026 May 15, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 4,440,040 252,150 1.52% 1.75% 29 -529,000 -10.65% Q1 2026 May 12, 2026
LPL Financial LLC History Added to 4,279,200 243,015 0.06% 0.05% 30 +877,351 25.79% Q1 2026 May 06, 2026
Bank of New York Mellon Corp History Added to 3,969,090 225,404 0.04% 0.04% 31 +104,368 2.7% Q1 2026 May 05, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 3,499,605 198,734 0.28% 0.08% 32 +2,629,872 302.38% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 3,338,466 189,603 0.23% 0.21% 33 +90,018 2.77% Q1 2026 May 14, 2026
LMR Partners LLP History Reduced 2,825,500 160,460 0.35% 2.06% 34 -17,174,500 -85.87% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 2,528,628 143,600 0.33% 0.31% 35 0 0.0% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,475,438 140,580 0.04% 0.03% 36 +475,630 23.78% Q1 2026 May 04, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 2,400,000 136,296 1.01% 37 +2,400,000 New Q1 2026 May 13, 2026
SIH Partners, LLLP History New 2,321,400 131,832 1.74% 38 +2,321,400 New Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Reduced 2,165,000 122,950 0.33% 0.41% 39 -3,509,800 -61.85% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,160,434 122,691 0.04% 0.03% 40 +151,603 7.55% Q1 2026 May 14, 2026
SONA ASSET MANAGEMENT (US) LLC History New 2,100,000 119,259 2.51% 41 +2,100,000 New Q1 2026 May 15, 2026
Absolute Gestao de Investimentos Ltda. History Added to 2,064,273 117,230 13.37% 2.46% 42 +1,634,196 379.98% Q1 2026 May 15, 2026
ADAPT Investment Managers SA History Reduced 2,000,000 113,580 1.5% 1.21% 43 -1,000,000 -33.33% Q1 2026 May 15, 2026
Hirtle & Co., LLC History Reduced 1,902,237 108,028 3.7% 3.59% 44 -22,986 -1.19% Q1 2026 May 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,855,580 105,378 2.24% 2.19% 45 -42,070 -2.22% Q1 2026 May 07, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 1,557,568 88,454 10.31% 11.0% 46 -9,113 -0.58% Q1 2026 Apr 13, 2026
Ilmarinen Mutual Pension Insurance Co History Added to 1,542,754 87,613 0.69% 0.37% 47 +702,285 83.56% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History Added to 1,541,393 87,535 0.1% 0.02% 48 +1,139,015 283.07% Q1 2026 May 15, 2026
Mariner, LLC History Added to 1,519,420 86,287 0.1% 0.1% 49 +35,954 2.42% Q1 2026 May 13, 2026
GREENLEAF TRUST History Reduced 1,468,461 83,393 0.82% 0.76% 50 -56,452 -3.7% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Added to 1,447,782 82,219 0.15% 0.12% 51 +735,539 103.27% Q1 2026 May 01, 2026
REGIONS FINANCIAL CORP History Reduced 1,427,520 81,068 0.53% 0.51% 52 -25,225 -1.74% Q1 2026 May 05, 2026
Jefferies Financial Group Inc. History Added to 1,408,069 79,964 0.55% 0.04% 53 +1,262,143 864.92% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,403,351 79,696 0.1% 0.15% 54 -717,049 -33.82% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 1,335,815 75,860 0.67% 55 +1,335,815 New Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 1,327,260 75,374 0.08% 0.07% 56 +90,668 7.33% Q1 2026 May 05, 2026
ALLSTATE CORP History Added to 1,303,944 74,050 0.79% 0.37% 57 +809,769 163.86% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Added to 1,274,556 72,383 0.07% 0.04% 58 +523,575 69.72% Q1 2026 May 12, 2026
MIO Partners, Inc. History Reduced 12,468 70,805 20.85% 23.18% 59 -1,870,632 -99.34% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 1,197,959 68,032 0.07% 0.06% 60 +236,262 24.57% Q1 2026 May 13, 2026
FMR LLC History Added to 1,151,918 65,417 0.0% 0.0% 61 +6,117 0.53% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Reduced 1,142,386 64,876 0.22% 0.2% 62 -41,313 -3.49% Q1 2026 May 08, 2026
Verition Fund Management LLC History Added to 1,140,200 64,751 0.42% 0.06% 63 +883,800 344.7% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 1,118,699 63,531 0.11% 0.09% 64 +204,392 22.35% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Reduced 1,101,039 62,528 0.08% 0.12% 65 -789,100 -41.75% Q1 2026 May 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 1,087,714 61,771 2.98% 2.89% 66 -23,632 -2.13% Q1 2026 Apr 17, 2026
Passaic Partners LLC History New 1,073,200 60,947 5.7% 67 +1,073,200 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 1,066,558 60,579 0.09% 0.07% 68 +189,581 21.62% Q1 2026 May 15, 2026
CONNABLE OFFICE INC History Reduced 1,024,087 58,157 5.72% 5.47% 69 -65,715 -6.03% Q1 2026 Apr 29, 2026
MARSHALL WACE, LLP History Added to 1,010,800 57,403 0.06% 0.05% 70 +67,600 7.17% Q1 2026 May 14, 2026
Ionic Capital Management LLC History Added to 1,000,500 56,818 4.15% 6.96% 71 +500 0.05% Q1 2026 May 15, 2026
Alphadyne Asset Management LP History New 1,000,000 56,790 0.99% 72 +1,000,000 New Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History New 1,000,000 56,790 1.29% 73 +1,000,000 New Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 970,899 55,137 0.2% 0.19% 74 -4,322 -0.44% Q1 2026 Apr 24, 2026
Calamos Advisors LLC History Reduced 933,153 51,243 0.18% 0.35% 75 -836,347 -47.26% Q1 2026 May 04, 2026
Capula Management Ltd History Reduced 899,379 51,075 0.36% 1.3% 76 -3,828,339 -80.98% Q1 2026 May 14, 2026
Phoenix Financial Ltd. History New 880,280 49,991 0.47% 77 +880,280 New Q1 2026 May 11, 2026
NORTHERN TRUST CORP History Reduced 870,738 49,449 0.01% 0.01% 78 -38,237 -4.21% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 870,443 49,432 0.09% 0.04% 79 +465,015 114.7% Q1 2026 May 14, 2026
MKP Capital Management, L.L.C. History Reduced 861,000 48,896 1.61% 3.24% 80 -802,000 -48.23% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Added to 853,273 48,458 0.07% 0.0% 81 +805,064 1669.95% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 840,437 47,793 0.05% 0.05% 82 -11,236 -1.32% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 831,311 47,210 0.02% 0.01% 83 +22,307 2.76% Q1 2026 May 06, 2026
TRUIST FINANCIAL CORP History Added to 829,517 47,108 0.06% 0.04% 84 +332,958 67.05% Q1 2026 Apr 27, 2026
Corient Private Wealth LLC History Reduced 813,072 46,072 0.07% 0.06% 85 -45,949 -5.35% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History Added to 806,524 45,802 1.09% 1.03% 86 +7,512 0.94% Q1 2026 Apr 30, 2026
CIBC Bancorp USA Inc. History New 793,007 44,971 0.06% 87 +793,007 New Q1 2026 May 12, 2026
Greenfield FTC, Inc. History No change 787,343 44,713 8.53% 5.66% 88 0 0.0% Q1 2026 Apr 21, 2026
Erste Asset Management GmbH History Added to 799,819 44,705 0.41% 0.35% 89 +40,300 5.31% Q1 2026 May 11, 2026
DRW Securities, LLC History New 783,155 44,475 0.62% 90 +783,155 New Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 740,100 42,030 0.19% 0.15% 91 -259,800 -25.98% Q1 2026 May 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 739,233 41,981 0.1% 0.11% 92 -77,343 -9.47% Q1 2026 May 12, 2026
Creative Planning History Added to 737,865 41,903 0.03% 0.03% 93 +50,478 7.34% Q1 2026 May 12, 2026
M&T BANK CORP History Reduced 727,307 41,303 0.14% 0.14% 94 -55,500 -7.09% Q1 2026 May 12, 2026
Parkwood LLC History New 710,000 40,321 3.58% 95 +710,000 New Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Reduced 707,810 40,196 2.03% 2.08% 96 -35,388 -4.76% Q1 2026 May 04, 2026
Volterra Technologies LP History Added to 707,470 40,177 4.88% 0.36% 97 +642,770 993.46% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 674,592 38,310 0.02% 0.02% 98 +76,745 12.84% Q1 2026 May 07, 2026
Waverly Advisors, LLC History Added to 659,636 37,460 0.28% 0.09% 99 +447,313 210.68% Q1 2026 May 15, 2026
Walleye Trading LLC History Added to 641,200 36,413 0.06% 0.04% 100 +124,687 24.14% Q1 2026 May 08, 2026
OLD MISSION CAPITAL LLC History Added to 15,388,300 35,897 0.57% 0.36% 101 +1,647,200 11.99% Q1 2026 May 15, 2026
DUPONT CAPITAL MANAGEMENT CORP History Added to 629,499 35,749 4.07% 1.48% 102 +389,142 161.9% Q1 2026 Apr 23, 2026
Provenance Wealth Advisors, LLC History Reduced 627,928 35,660 3.78% 3.84% 103 -5,004 -0.79% Q1 2026 Apr 20, 2026
HUNTINGTON NATIONAL BANK History Added to 607,043 34,473 0.19% 0.2% 104 +9,532 1.6% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 605,190 34,368 0.05% 0.05% 105 -13,776 -2.23% Q1 2026 Apr 27, 2026
BARINGS LLC History Added to 603,890 34,294 0.55% 0.2% 106 +406,102 205.32% Q1 2026 May 06, 2026
First Western Trust Bank History Added to 594,143 33,741 1.7% 1.07% 107 +194,958 48.84% Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 614,394 33,613 0.06% 0.06% 108 0 0.0% Q4 2025 Feb 12, 2026
Nearwater Capital Markets, Ltd History New 577,500 32,796 0.77% 109 +577,500 New Q1 2026 May 15, 2026
Senator Investment Group LP History New 570,000 32,358 1.49% 110 +570,000 New Q1 2026 May 13, 2026
New Harbor Financial Group, LLC History Added to 568,774 32,300 5.69% 5.51% 111 +19,301 3.51% Q1 2026 May 05, 2026
Schonfeld Strategic Advisors LLC History Reduced 563,396 31,995 0.23% 0.3% 112 -676,978 -54.58% Q1 2026 May 15, 2026
PRUDENTIAL PLC History Added to 562,650 31,952 0.19% 0.14% 113 +232,900 70.63% Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Reduced 557,830 31,679 0.06% 0.09% 114 -528,553 -48.65% Q1 2026 May 14, 2026
AMARILLO NATIONAL BANK History Reduced 546,611 31,042 5.48% 5.27% 115 -2,216 -0.4% Q1 2026 Apr 17, 2026
FRANKLIN RESOURCES INC History Added to 513,857 29,181 0.01% 0.01% 116 +8,865 1.76% Q1 2026 May 13, 2026
Quent Capital, LLC History Reduced 510,422 28,986 2.06% 2.07% 117 -14,976 -2.85% Q1 2026 Apr 28, 2026
Banco Santander, S.A. History Added to 504,586 28,655 0.23% 0.05% 118 +376,622 294.32% Q1 2026 May 08, 2026
COMMERCE BANK History Added to 502,152 28,517 0.14% 0.06% 119 +307,918 158.53% Q1 2026 May 11, 2026
Baird Financial Group, Inc. History Added to 501,182 28,462 0.04% 0.04% 120 +43,166 9.42% Q1 2026 May 14, 2026
COMERICA BANK History No change 513,878 28,114 0.11% 0.11% 121 0 0.0% Q4 2025 Jan 29, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 481,363 27,336 0.02% 0.02% 122 +84,000 21.14% Q1 2026 May 15, 2026
HWG Holdings LP History Added to 470,405 26,714 6.95% 2.6% 123 +274,091 139.62% Q1 2026 May 06, 2026
PINKERTON WEALTH, LLC History Added to 486,458 26,614 2.42% 2.5% 124 +40,975 9.2% Q1 2026 Apr 09, 2026
GLENMEDE TRUST CO NA History No change 478,868 26,198 0.12% 0.12% 125 0 0.0% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 460,979 26,178 0.07% 0.05% 126 +87,575 23.45% Q1 2026 May 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 436,301 24,777 0.1% 127 +436,301 New Q1 2026 May 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 435,418 24,727 0.3% 0.3% 128 +8,982 2.11% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 418,464 23,764 0.04% 0.03% 129 +71,461 20.59% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 417,483 23,708 0.03% 0.03% 130 +37,319 9.82% Q1 2026 May 15, 2026
ALLIANZ SE History Added to 416,699 23,664 0.26% 0.28% 131 +19,517 4.91% Q1 2026 May 11, 2026
SEI INVESTMENTS CO History Added to 414,646 23,547 0.02% 0.02% 132 +40,544 10.84% Q1 2026 May 13, 2026
Markin Volterra Fund LP History New 412,900 23,448 36.09% 133 +412,900 New Q1 2026 May 15, 2026
WIT, LLC History No change 412,144 23,405 0.44% 0.45% 134 0 0.0% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Reduced 408,837 23,217 0.04% 0.04% 135 -2,633 -0.64% Q1 2026 May 14, 2026
Monaco Asset Management SAM History New 405,100 23,005 4.24% 136 +405,100 New Q1 2026 May 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 363,092 22,762 0.41% 0.01% 137 +359,257 9367.85% Q1 2026 May 01, 2026
Granite Bay Wealth Management, LLC History Added to 397,673 22,584 4.81% 5.22% 138 +1,114 0.28% Q1 2026 May 01, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 392,000 22,261 1.3% 1.22% 139 0 0.0% Q1 2026 May 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 417,520 21,333 0.04% 0.04% 140 -71,066 -14.55% Q1 2026 Apr 08, 2026
Atlas Legacy Advisors, LLC History Added to 373,089 21,199 3.86% 1.68% 141 +197,709 112.73% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 371,956 21,123 0.05% 0.07% 142 -112,917 -23.29% Q1 2026 Apr 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 368,941 20,952 0.67% 0.16% 143 +202,544 121.72% Q1 2026 Apr 29, 2026
Independent Advisor Alliance History New 365,205 20,740 0.22% 144 +365,205 New Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 363,857 20,663 0.01% 0.04% 145 +132,960 57.58% Q1 2026 May 04, 2026
Annandale Capital, LLC History No change 410,809 20,657 2.91% 2.4% 146 0 0.0% Q1 2026 May 15, 2026
BlueCrest Capital Management Ltd History New 360,000 20,444 1.21% 147 +360,000 New Q1 2026 May 15, 2026
Tandem Wealth Advisors LLC History Added to 356,191 20,228 9.02% 6.08% 148 +127,575 55.8% Q1 2026 May 06, 2026
ARP Global Capital Ltd History New 351,987 19,989 11.74% 149 +351,987 New Q1 2026 May 14, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 330,268 18,755 3.61% 3.55% 150 -10,393 -3.05% Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 330,129 18,747 0.3% 0.35% 151 +17,269 5.52% Q1 2026 Apr 21, 2026
Man Group plc History Reduced 328,957 18,681 0.03% 0.14% 152 -1,172,625 -78.09% Q1 2026 May 15, 2026
FineMark National Bank & Trust History No change 335,288 18,343 0.57% 0.57% 153 0 0.0% Q4 2025 Feb 12, 2026
TTP Investments, Inc. History New 321,933 18,282 7.62% 154 +321,933 New Q1 2026 Apr 16, 2026
Azimuth Capital Investment Management LLC History Added to 320,528 18,202 0.68% 0.61% 155 +7,472 2.39% Q1 2026 May 12, 2026
Resona Asset Management Co.,Ltd. History Reduced 318,166 18,068 0.09% 0.09% 156 -23,104 -6.77% Q1 2026 Apr 29, 2026
PRUDENTIAL FINANCIAL INC History Added to 317,666 18,040 0.02% 0.02% 157 +34,400 12.14% Q1 2026 May 13, 2026
CIBC Asset Management Inc History Added to 317,476 18,029 0.04% 0.03% 158 +126,362 66.12% Q1 2026 May 12, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 315,051 17,891 1.73% 1.4% 159 0 0.0% Q1 2026 May 15, 2026
L2 Asset Management, LLC History New 225,184 17,766 1.69% 160 +225,184 New Q1 2026 May 14, 2026
Verdence Capital Advisors LLC History Added to 304,501 17,292 1.01% 0.9% 161 +26,538 9.55% Q1 2026 Apr 30, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 304,413 17,287 4.92% 4.62% 162 +9,937 3.37% Q1 2026 Apr 30, 2026
Fluent Financial, LLC History Reduced 282,037 17,224 6.3% 5.89% 163 -429 -0.15% Q1 2026 Apr 15, 2026
FLOW TRADERS U.S. LLC History Added to 294,450 16,722 0.53% 0.09% 164 +244,969 495.08% Q1 2026 May 15, 2026
ALLIUM FINANCIAL ADVISORS, LLC History Added to 292,742 16,624 13.33% 10.51% 165 +50,433 20.81% Q1 2026 May 07, 2026
Graham Capital Management, L.P. History New 290,087 16,474 0.4% 166 +290,087 New Q1 2026 May 15, 2026
BIP Wealth, LLC History Reduced 289,397 16,434 0.67% 0.59% 167 -18,435 -5.99% Q1 2026 Apr 27, 2026
Kestra Advisory Services, LLC History Added to 287,480 16,325 0.06% 0.05% 168 +54,987 23.65% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Reduced 285,279 16,201 0.02% 0.03% 169 -104,404 -26.79% Q1 2026 Apr 16, 2026
CULLEN/FROST BANKERS, INC. History Added to 281,541 15,988 0.18% 0.16% 170 +13,799 5.15% Q1 2026 May 05, 2026
Yeomans Consulting Group, Inc. History No change 285,278 15,607 4.57% 4.57% 171 0 0.0% Q4 2025 Jan 07, 2026
Merit Financial Group, LLC History Added to 272,554 15,478 0.11% 0.02% 172 +231,022 556.25% Q1 2026 Apr 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 271,927 15,442 0.02% 0.02% 173 +18,310 7.22% Q1 2026 May 14, 2026
SteelPeak Wealth, LLC History Added to 269,204 15,288 0.47% 0.4% 174 +45,479 20.33% Q1 2026 May 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 267,621 15,198 0.21% 0.2% 175 -11,589 -4.15% Q1 2026 May 01, 2026
Riggs Asset Managment Co. Inc. History Added to 265,341 15,068 3.1% 1.85% 176 +97,737 58.31% Q1 2026 May 11, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 263,831 14,983 2.1% 2.07% 177 -6,354 -2.35% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 259,349 14,728 0.07% 0.07% 178 +3,118 1.22% Q1 2026 Apr 24, 2026
EFG International AG History Added to 259,266 14,723 0.31% 0.22% 179 +53,928 26.26% Q1 2026 May 15, 2026
SCS Capital Management LLC History Reduced 258,542 14,682 0.16% 0.15% 180 -4,565 -1.74% Q1 2026 May 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 256,317 14,556 0.01% 0.01% 181 +73,141 39.93% Q1 2026 May 15, 2026
STOCK YARDS BANK & TRUST CO History Added to 255,047 14,484 0.45% 0.4% 182 +16,779 7.04% Q1 2026 Apr 24, 2026
Jasper Ridge Partners, L.P. History No change 254,150 14,433 0.32% 0.31% 183 0 0.0% Q1 2026 May 11, 2026
Verger Capital Management LLC History No change 253,418 14,391 4.24% 4.1% 184 0 0.0% Q1 2026 May 13, 2026
Clear Creek Financial Management, LLC History Reduced 252,973 14,370 1.1% 1.78% 185 -146,432 -36.66% Q1 2026 Apr 22, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 252,031 14,312 1.11% 0.67% 186 +92,371 57.85% Q1 2026 Apr 29, 2026
BAILARD, INC. History Added to 247,581 14,060 0.32% 0.3% 187 +53 0.02% Q1 2026 May 11, 2026
First Heartland Consultants, Inc. History Added to 243,141 13,807 1.06% 0.59% 188 +99,876 69.71% Q1 2026 Apr 08, 2026
Cresset Asset Management, LLC History Added to 240,071 13,633 0.06% 0.05% 189 +7,498 3.22% Q1 2026 May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 235,205 13,357 0.1% 0.1% 190 -1,438 -0.61% Q1 2026 May 12, 2026
Napier Financial, LLC History Added to 232,511 13,204 3.03% 3.17% 191 +865 0.37% Q1 2026 May 05, 2026
Equitable Holdings, Inc. History Added to 240,682 13,169 0.08% 0.08% 192 +21,704 9.91% Q1 2026 May 15, 2026
Strategic Equity Management History Added to 230,154 13,070 4.91% 1.06% 193 +172,883 301.87% Q1 2026 Apr 21, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 232,719 12,947 0.09% 0.1% 194 -19,310 -7.66% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Added to 227,767 12,934 0.04% 0.02% 195 +74,468 48.58% Q1 2026 May 08, 2026
Finley Financial, LLC History Added to 227,550 12,922 6.05% 5.49% 196 +8,288 3.78% Q1 2026 Apr 22, 2026
HT Partners LLC History Reduced 225,197 12,788 3.87% 3.74% 197 -4,934 -2.14% Q1 2026 Apr 10, 2026
Value Aligned Research Advisors, LLC History Reduced 224,100 12,726 0.06% 0.25% 198 -230,500 -50.7% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 217,858 12,372 0.15% 0.16% 199 -12,364 -5.37% Q1 2026 May 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 215,870 12,259 1.35% 1.13% 200 +20,618 10.56% Q1 2026 Apr 28, 2026
Bryn Mawr Trust Advisors, LLC History Added to 214,119 12,159 0.59% 0.43% 201 +50,079 30.53% Q1 2026 May 04, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Added to 212,216 12,051 1.92% 1.43% 202 +53,642 33.83% Q1 2026 May 14, 2026
Clarity Wealth Advisors, LLC History Added to 209,326 11,887 2.44% 2.13% 203 +18,637 9.77% Q1 2026 Apr 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 209,477 11,882 0.02% 0.02% 204 -19,719 -8.6% Q1 2026 May 01, 2026
Lido Advisors, LLC History Reduced 207,506 11,784 0.04% 0.04% 205 -25,735 -11.03% Q1 2026 May 13, 2026
BANQUE PICTET & CIE SA History Reduced 205,702 11,681 0.08% 0.07% 206 -777 -0.38% Q1 2026 Apr 14, 2026
Freestone Capital Holdings, LLC History Reduced 205,676 11,680 0.35% 0.34% 207 -4,035 -1.92% Q1 2026 May 13, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 202,478 11,498 3.5% 3.36% 208 0 0.0% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 201,656 11,452 0.06% 0.05% 209 +72,852 56.56% Q1 2026 May 15, 2026
TCTC Holdings, LLC History Added to 201,424 11,438 0.33% 0.31% 210 +14,534 7.78% Q1 2026 May 07, 2026
Del-Sette Capital Management, LLC History Added to 200,855 11,406 6.82% 5.55% 211 +36,514 22.22% Q1 2026 May 04, 2026
VISTA FINANCE, LLC History Added to 200,401 11,380 9.04% 6.95% 212 +8,295 4.32% Q1 2026 May 04, 2026
Aries Wealth Management History Added to 197,635 11,223 2.47% 2.13% 213 +21,405 12.15% Q1 2026 May 14, 2026
LGL PARTNERS, LLC History Added to 197,479 11,214 4.62% 4.36% 214 +10,873 5.83% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 195,735 11,115 1.15% 0.09% 215 +179,920 1137.65% Q1 2026 May 11, 2026
Keel Point, LLC History No change 202,152 11,059 0.67% 0.67% 216 0 0.0% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 194,565 11,049 0.06% 0.06% 217 +14,182 7.86% Q1 2026 May 15, 2026
ADVISORTRUST PARTNERS, LLC History New 194,493 11,045 4.59% 218 +194,493 New Q1 2026 May 06, 2026
Farther Finance Advisors, LLC History Added to 189,672 10,854 0.1% 0.1% 219 +11,322 6.35% Q1 2026 Apr 07, 2026
GLOBALT Investments LLC / GA History No change 190,315 10,807 0.39% 0.38% 220 0 0.0% Q1 2026 May 15, 2026
Redhawk Wealth Advisors, Inc. History Added to 189,906 10,784 1.19% 0.96% 221 +33,621 21.51% Q1 2026 Apr 15, 2026
Centiva Capital, LP History New 187,208 10,631 0.08% 222 +187,208 New Q1 2026 May 14, 2026
LMCG INVESTMENTS, LLC History Reduced 184,815 10,495 0.62% 0.65% 223 -21,738 -10.52% Q1 2026 Apr 29, 2026
Field & Main Bank History Reduced 180,985 10,278 2.99% 2.98% 224 -7,920 -4.19% Q1 2026 Apr 10, 2026
Rafferty Asset Management, LLC History Added to 180,438 10,247 0.04% 0.02% 225 +82,893 84.98% Q1 2026 May 15, 2026
Pinnacle Financial Partners, Inc. History Added to 178,030 10,110 0.08% 0.06% 226 +29,473 19.84% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Added to 177,870 10,101 0.18% 0.15% 227 +29,497 19.88% Q1 2026 Apr 10, 2026
BW Gestao de Investimentos Ltda. History New 175,009 9,938 0.33% 228 +175,009 New Q1 2026 Apr 28, 2026
Stratos Wealth Partners, LTD. History Reduced 173,629 9,860 0.11% 0.15% 229 -70,619 -28.91% Q1 2026 Apr 28, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 173,176 9,834 6.43% 5.63% 230 +13,933 8.75% Q1 2026 Apr 21, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 172,937 9,821 0.07% 0.08% 231 -13,428 -7.21% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Added to 172,766 9,811 0.23% 0.23% 232 +2,819 1.66% Q1 2026 May 04, 2026
Pathstone Holdings, LLC History Reduced 171,209 9,722 0.04% 0.04% 233 -37,677 -18.04% Q1 2026 May 11, 2026
Concurrent Investment Advisors, LLC History Added to 170,247 9,668 0.11% 0.09% 234 +26,921 18.78% Q1 2026 Apr 20, 2026
SIG BROKERAGE, LP History Reduced 169,700 9,637 0.25% 0.65% 235 -209,549 -55.25% Q1 2026 May 15, 2026
Wealth Advisory Solutions, LLC History New 169,670 9,635 2.15% 236 +169,670 New Q1 2026 Apr 22, 2026
CoreCap Advisors, LLC History Added to 163,427 9,281 0.32% 0.2% 237 +60,490 58.76% Q1 2026 Apr 07, 2026
FIDUCIARY TRUST CO History Reduced 162,682 9,238 0.11% 0.1% 238 -6,090 -3.61% Q1 2026 May 15, 2026
Pinnacle Financial Group, LLC / IL History Added to 162,150 9,208 2.52% 2.19% 239 +24,406 17.72% Q1 2026 May 13, 2026
Portland Global Advisors LLC History Reduced 160,027 9,087 0.97% 0.96% 240 -3,158 -1.94% Q1 2026 May 11, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 158,258 8,987 0.01% 0.01% 241 -26,459 -14.32% Q1 2026 Apr 30, 2026
StoneX Group Inc. History Added to 157,967 8,970 0.48% 0.36% 242 +4,936 3.23% Q1 2026 May 14, 2026
Mill Creek Capital Advisors, LLC History Added to 156,474 8,886 0.18% 0.17% 243 +2,320 1.5% Q1 2026 May 14, 2026
OpenArc Corporate Advisory, LLC History Added to 154,992 8,801 0.13% 0.13% 244 +6,995 4.73% Q1 2026 May 11, 2026
PKO Investment Management Joint-Stock Co History Reduced 153,848 8,737 0.74% 0.69% 245 -3,334 -2.12% Q1 2026 Apr 17, 2026
Rathbones Group PLC History Added to 153,122 8,695 0.04% 0.03% 246 +22,021 16.8% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 152,162 8,641 0.0% 0.0% 247 +33,572 28.31% Q1 2026 Apr 30, 2026
Avestar Capital, LLC History New 151,978 8,630 0.55% 248 +151,978 New Q1 2026 May 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 156,337 8,581 0.26% 0.21% 249 +26,736 20.63% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Added to 150,850 8,566 0.05% 0.04% 250 +29,879 24.7% Q1 2026 May 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 150,613 8,553 0.0% 0.0% 251 +4,519 3.09% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 150,000 8,518 0.11% 252 +150,000 New Q1 2026 May 15, 2026
Three Bridge Wealth Advisors, LLC History Added to 149,459 8,487 2.33% 2.05% 253 +7,689 5.42% Q1 2026 May 12, 2026
Parcion Private Wealth LLC History Reduced 149,130 8,469 0.52% 0.5% 254 -2,241 -1.48% Q1 2026 Apr 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 148,114 8,458 0.17% 0.17% 255 +4,610 3.21% Q1 2026 Apr 28, 2026
Federation des caisses Desjardins du Quebec History Added to 148,733 8,446 0.03% 0.03% 256 +9,391 6.74% Q1 2026 May 13, 2026
Regal Investment Advisors LLC History Added to 148,044 8,407 0.49% 0.41% 257 +22,628 18.04% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Added to 145,712 8,274 0.1% 0.06% 258 +74,397 104.32% Q1 2026 Apr 23, 2026
PEAK6 LLC History Added to 145,200 8,245 0.02% 0.01% 259 +7,300 5.29% Q1 2026 May 13, 2026
Allie Family Office LLC History Reduced 144,457 8,203 3.59% 3.8% 260 -4,189 -2.82% Q1 2026 May 13, 2026
Beirne Wealth Consulting Services, LLC History Added to 143,520 8,150 2.3% 1.73% 261 +34,527 31.68% Q1 2026 Apr 30, 2026
LITTLE HOUSE CAPITAL LLC History Added to 143,425 8,145 2.1% 1.63% 262 +24,943 21.05% Q1 2026 May 07, 2026
Global Retirement Partners, LLC History No change 148,675 8,134 0.14% 0.14% 263 0 0.0% Q4 2025 Feb 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 142,789 8,108 0.13% 0.06% 264 +69,567 95.01% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 142,104 8,070 0.04% 0.04% 265 +3,823 2.76% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 144,856 7,925 0.0% 0.0% 266 -12,870 -8.16% Q1 2026 May 15, 2026
BESSEMER GROUP INC History Added to 136,708 7,763 0.01% 0.01% 267 +1,956 1.45% Q1 2026 May 06, 2026
Salomon & Ludwin, LLC History Reduced 136,718 7,707 0.69% 0.71% 268 -5,188 -3.66% Q1 2026 May 11, 2026
Steward Partners Investment Advisory, LLC History Added to 135,314 7,684 0.04% 0.02% 269 +58,495 76.15% Q1 2026 May 08, 2026
DT Investment Partners, LLC History No change 134,767 7,653 0.64% 0.61% 270 0 0.0% Q1 2026 May 14, 2026
Summit Financial Consulting LLC History Reduced 134,070 7,613 5.45% 5.45% 271 -3,134 -2.28% Q1 2026 Apr 10, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 133,976 7,608 0.49% 0.49% 272 -7,735 -5.46% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 133,493 7,581 0.02% 0.01% 273 +24,350 22.31% Q1 2026 Apr 22, 2026
&PARTNERS History Added to 133,872 7,576 0.04% 0.03% 274 +15,592 13.18% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Added to 131,434 7,464 0.12% 0.1% 275 +24,879 23.35% Q1 2026 Apr 14, 2026
HORIZON BANCORP INC /IN/ History Reduced 130,397 7,405 3.56% 3.79% 276 -12,015 -8.44% Q1 2026 Apr 22, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 129,932 7,378 0.97% 1.04% 277 -15,099 -10.41% Q1 2026 May 04, 2026
Parallel Advisors, LLC History Added to 129,514 7,355 0.13% 0.13% 278 +744 0.58% Q1 2026 May 07, 2026
Atria Investments, Inc History Added to 129,191 7,336 0.08% 0.02% 279 +99,153 330.09% Q1 2026 May 05, 2026
HANCOCK WHITNEY CORP History Reduced 113,674 7,273 0.13% 0.11% 280 -224 -0.2% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 127,308 7,229 0.01% 0.01% 281 -62,186 -32.82% Q1 2026 May 13, 2026
WHITTIER TRUST CO History Added to 125,037 7,140 0.08% 0.07% 282 +10,719 9.38% Q1 2026 Apr 28, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 118,112 7,138 4.81% 4.66% 283 -1,972 -1.64% Q1 2026 Apr 10, 2026
Sterling Capital Management LLC History Added to 125,564 7,130 0.14% 0.09% 284 +26,698 27.0% Q1 2026 Apr 22, 2026
STALEY CAPITAL ADVISERS INC History No change 125,550 7,129 0.3% 0.28% 285 0 0.0% Q1 2026 Apr 29, 2026
Analyst IMS Investment Management Services Ltd. History No change 123,829 7,032 0.21% 0.2% 286 0 0.0% Q1 2026 Apr 23, 2026
Curi Capital, LLC History Reduced 123,742 7,027 0.13% 0.12% 287 -235 -0.19% Q1 2026 May 15, 2026
Dorsey Wright & Associates History New 123,461 7,011 0.87% 288 +123,461 New Q1 2026 May 06, 2026
Urban Financial Advisory Corp History Added to 123,087 6,990 2.47% 2.4% 289 +11,383 10.19% Q1 2026 May 08, 2026
Trinity Wealth Management, LLC History Added to 122,729 6,969 2.56% 2.42% 290 +2,655 2.21% Q1 2026 Apr 17, 2026
Callan Family Office, LLC History Added to 122,545 6,959 0.16% 0.14% 291 +189 0.15% Q1 2026 May 13, 2026
PFW Advisors LLC History Reduced 122,506 6,957 2.19% 2.13% 292 -6,572 -5.09% Q1 2026 Apr 10, 2026
MONEYWISE, INC. History Added to 122,065 6,932 3.03% 0.96% 293 +79,827 188.99% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History No change 122,042 6,930 0.1% 0.09% 294 0 0.0% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 122,000 6,928 0.01% 0.0% 295 +117,800 2804.76% Q1 2026 May 14, 2026
Ausdal Financial Partners, Inc. History Reduced 121,533 6,901 0.31% 0.32% 296 -4,678 -3.71% Q1 2026 May 12, 2026
K2 PRINCIPAL FUND, L.P. History New 120,000 6,814 0.48% 298 +120,000 New Q1 2026 May 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 120,000 6,814 0.04% 0.01% 297 +84,995 242.81% Q1 2026 May 13, 2026
Willis Johnson & Associates, Inc. History Reduced 119,712 6,798 0.4% 0.42% 299 -5,238 -4.19% Q1 2026 Apr 23, 2026
Glenview Trust Co History Added to 119,007 6,758 0.11% 0.1% 300 +481 0.41% Q1 2026 May 08, 2026
Sand Hill Global Advisors, LLC History Reduced 118,701 6,741 0.23% 0.23% 301 -1,832 -1.52% Q1 2026 May 14, 2026
RTD Financial Advisors, Inc. History Reduced 117,725 6,685 0.82% 0.8% 302 -1,758 -1.47% Q1 2026 Apr 10, 2026
WASHINGTON TRUST BANK History Added to 117,360 6,664 0.49% 0.42% 303 +7,830 7.15% Q1 2026 May 07, 2026
First Financial Bank - Trust Division History Reduced 117,284 6,660 0.54% 0.54% 304 -3,079 -2.56% Q1 2026 Apr 01, 2026
Valeo Financial Advisors, LLC History Added to 115,658 6,568 0.16% 0.14% 305 +30 0.03% Q1 2026 May 08, 2026
Robertson Stephens Wealth Management, LLC History Added to 115,621 6,566 0.18% 0.16% 306 +72 0.06% Q1 2026 Apr 28, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 115,405 6,553 0.13% 0.07% 307 +43,046 59.49% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 114,722 6,515 0.15% 0.23% 308 +27,743 31.9% Q1 2026 Apr 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 113,970 6,473 0.0% 0.0% 309 0 0.0% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Added to 113,542 6,448 0.04% 0.02% 310 +55,891 96.95% Q1 2026 May 05, 2026
Outlook Wealth Advisors, LLC History New 113,067 6,419 1.55% 311 +113,067 New Q1 2026 Apr 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 112,805 6,406 0.07% 0.07% 312 +12,597 12.57% Q1 2026 May 15, 2026
Linscomb Wealth, Inc. History Reduced 112,777 6,404 0.28% 0.3% 313 -19,537 -14.77% Q1 2026 May 11, 2026
BOKF, NA History Added to 111,792 6,348 0.1% 0.09% 314 +231 0.21% Q1 2026 May 08, 2026
Grove Bank & Trust History Added to 111,416 6,327 0.72% 0.65% 315 +5,098 4.8% Q1 2026 Apr 08, 2026
Csenge Advisory Group History Added to 111,189 6,314 0.29% 0.13% 316 +56,997 105.18% Q1 2026 Apr 30, 2026
LSP Investment Advisors, LLC History No change 108,830 6,180 4.49% 3.17% 317 0 0.0% Q1 2026 May 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 107,714 6,117 0.08% 0.07% 318 +2,995 2.86% Q1 2026 May 04, 2026
Arbor Investment Advisors, LLC History Reduced 107,002 6,076 0.79% 0.77% 319 -350 -0.33% Q1 2026 Apr 28, 2026
Rakuten Investment Management, Inc. History Added to 114,046 6,066 0.01% 0.01% 320 +57,023 100.0% Q1 2026 May 12, 2026
FIRST NATIONAL TRUST CO History Added to 105,825 6,009 0.2% 0.16% 321 +19,440 22.5% Q1 2026 May 07, 2026
AMG National Trust Bank History Added to 105,748 6,005 0.13% 0.12% 322 +14,811 16.29% Q1 2026 May 04, 2026
Harvest Investment Advisors, LLC History No change 108,969 5,961 3.38% 3.38% 323 0 0.0% Q4 2025 Feb 17, 2026
LM Advisors LLC History Added to 338 5,957 0.09% 0.11% 324 +13 4.0% Q1 2026 May 13, 2026
Parisi Gray Wealth Management History Added to 104,701 5,945 1.42% 0.64% 325 +52,984 102.45% Q1 2026 Apr 08, 2026
Glaxis Capital Management, LLC History Added to 104,650 5,943 7.44% 8.43% 326 +14,650 16.28% Q1 2026 May 11, 2026
Ryan Investment Management, Inc. History Reduced 104,458 5,932 3.34% 3.19% 327 -848 -0.81% Q1 2026 Apr 27, 2026
Focus Partners Advisor Solutions, LLC History Reduced 104,385 5,928 0.06% 0.07% 328 -7,400 -6.62% Q1 2026 May 13, 2026
All Terrain Financial Advisors, LLC History Added to 104,059 5,909 1.39% 1.24% 329 +6,010 6.13% Q1 2026 May 12, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 104,784 5,906 0.05% 0.03% 330 +50,084 91.56% Q1 2026 May 14, 2026
LWM ADVISORS INC History Reduced 103,870 5,898 5.12% 5.12% 331 -2,450 -2.3% Q1 2026 Apr 10, 2026
OFS Enterprise LLC History New 103,598 5,883 1.73% 332 +103,598 New Q1 2026 Apr 09, 2026
Ashton Thomas Private Wealth, LLC History Added to 103,177 5,859 0.14% 0.12% 333 +11,588 12.65% Q1 2026 May 11, 2026
CITY HOLDING CO History Added to 102,449 5,818 0.73% 0.67% 334 +3,467 3.5% Q1 2026 Apr 15, 2026
Highview Capital Management LLC/DE/ History Added to 101,945 5,789 2.1% 1.89% 335 +3,790 3.86% Q1 2026 May 08, 2026
Summit Trail Advisors, LLC History Added to 101,863 5,784 0.08% 0.09% 336 +6,459 6.77% Q1 2026 May 12, 2026
Quantum Portfolio Management LLC History Added to 101,337 5,754 2.51% 1.79% 337 +27,298 36.87% Q1 2026 May 01, 2026
Stelac Advisory Services LLC History Added to 101,295 5,752 1.16% 1.37% 338 +30,236 42.55% Q1 2026 May 08, 2026
Alexis Investment Partners, LLC History Added to 105,027 5,750 3.96% 1.53% 339 +30,203 40.37% Q1 2026 Apr 24, 2026
Confluence Wealth Services, Inc. History Added to 100,705 5,719 0.22% 0.23% 340 +1,052 1.06% Q1 2026 May 07, 2026
WESTPORT ASSET MANAGEMENT INC History No change 100,000 5,679 2.51% 2.23% 341 0 0.0% Q1 2026 May 15, 2026
International City Management Association Retirement Corp History No change 99,782 5,666 2.9% 2.77% 342 0 0.0% Q1 2026 May 11, 2026
TWO SIGMA SECURITIES, LLC History New 99,716 5,662 0.66% 343 +99,716 New Q1 2026 May 15, 2026
Indivisible Partners History Added to 99,113 5,628 0.5% 0.04% 344 +92,773 1463.3% Q1 2026 Apr 30, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 98,905 5,616 1.02% 1.13% 345 -9,087 -8.41% Q1 2026 May 14, 2026
Mutual Advisors, LLC History Added to 98,775 5,609 0.12% 0.05% 346 +59,606 152.18% Q1 2026 May 01, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 98,599 5,599 0.13% 0.16% 347 -34,052 -25.67% Q1 2026 May 15, 2026
FIDUCIENT ADVISORS LLC History Reduced 98,501 5,593 0.73% 0.67% 348 -18 -0.02% Q1 2026 May 08, 2026
Savant Capital, LLC History Reduced 97,798 5,553 0.03% 0.03% 349 -187 -0.19% Q1 2026 May 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 97,086 5,513 0.06% 0.08% 350 -25,076 -20.53% Q1 2026 Apr 23, 2026
NBT BANK N A /NY History Added to 96,908 5,503 0.36% 0.3% 351 +11,462 13.41% Q1 2026 Apr 28, 2026
HMS Capital Management, LLC History New 95,803 5,440 2.1% 352 +95,803 New Q1 2026 Apr 22, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 95,465 5,421 0.33% 0.33% 353 -2,783 -2.83% Q1 2026 May 14, 2026
Midwest Professional Planners, LTD. History Added to 95,460 5,421 1.28% 1.22% 354 +1,304 1.38% Q1 2026 May 05, 2026
Baker Avenue Asset Management, LP History Added to 95,338 5,414 0.12% 0.12% 355 +2,111 2.26% Q1 2026 May 12, 2026
III Capital Management History New 95,000 5,395 1.57% 356 +95,000 New Q1 2026 May 15, 2026
Baron Financial Group, LLC History Reduced 94,971 5,393 2.91% 2.85% 357 -2,350 -2.41% Q1 2026 Apr 09, 2026
Legacy Wealth Partners, LLC History Added to 94,911 5,390 1.35% 1.01% 358 +23,927 33.71% Q1 2026 Apr 17, 2026
Venture Visionary Partners LLC History Added to 94,062 5,341 0.18% 0.17% 359 +1,698 1.84% Q1 2026 May 14, 2026
Solstein Capital, LLC History Added to 93,983 5,337 2.19% 1.45% 360 +27,860 42.13% Q1 2026 May 14, 2026
Landing Point Financial Group, LLC History Added to 93,888 5,331 2.59% 2.42% 361 +5,234 5.9% Q1 2026 May 05, 2026
Avior Wealth Management, LLC History Added to 93,838 5,329 0.15% 0.01% 362 +87,904 1481.36% Q1 2026 Apr 09, 2026
RWA WEALTH PARTNERS, LLC History Reduced 93,767 5,325 0.06% 0.06% 363 -2,341 -2.44% Q1 2026 May 13, 2026
Oldfather Financial Services, LLC History No change 97,037 5,308 1.58% 1.58% 364 0 0.0% Q4 2025 Jan 16, 2026
Sowell Financial Services LLC History Added to 93,202 5,292 0.2% 0.18% 365 +2,412 2.66% Q1 2026 Apr 20, 2026
Calamos Wealth Management LLC History Added to 91,653 5,204 0.18% 0.15% 366 +13,620 17.45% Q1 2026 May 04, 2026
Widmann Financial Services, Inc. History Reduced 91,516 5,197 3.09% 3.16% 367 -2,833 -3.0% Q1 2026 May 15, 2026
Grange Capital, LLC History New 90,881 5,161 5.14% 368 +90,881 New Q1 2026 Apr 28, 2026
HB Wealth Management, LLC History Reduced 90,198 5,117 0.03% 0.03% 369 -6,708 -6.92% Q1 2026 Apr 27, 2026
1ST SOURCE BANK History Added to 89,552 5,085 0.26% 0.24% 370 +5,832 6.97% Q1 2026 May 04, 2026
SYON CAPITAL LLC History Reduced 88,181 5,007 0.25% 0.24% 371 -529 -0.6% Q1 2026 May 13, 2026
Coastline Trust Co History Added to 88,152 5,006 0.5% 0.34% 372 +22,869 35.03% Q1 2026 Apr 03, 2026
Prism Advisors, Inc. History No change 88,104 5,003 1.34% 1.28% 373 0 0.0% Q1 2026 Apr 23, 2026
Pinnacle Family Advisors, LLC History Added to 85,023 4,828 2.27% 0.76% 374 +53,303 168.04% Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History New 84,670 4,808 0.04% 375 +84,670 New Q1 2026 Apr 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 84,581 4,802 0.16% 0.07% 376 +47,110 125.72% Q1 2026 May 14, 2026
Bulltick Wealth Management, LLC History Added to 84,478 4,797 1.06% 0.31% 377 +57,921 218.1% Q1 2026 Apr 27, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 84,144 4,778 1.14% 1.1% 378 -1,318 -1.54% Q1 2026 May 08, 2026
Modera Wealth Management, LLC History Reduced 83,722 4,754 0.06% 0.05% 379 -1,407 -1.65% Q1 2026 May 06, 2026
BROWN ADVISORY INC History Reduced 83,575 4,746 0.01% 0.01% 380 -1,154 -1.36% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 83,339 4,732 0.01% 0.02% 381 -136,267 -62.05% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History No change 82,050 4,659 0.02% 0.02% 382 0 0.0% Q1 2026 May 15, 2026
AVALON CAPITAL MANAGEMENT History No change 81,554 4,631 1.31% 1.07% 383 0 0.0% Q1 2026 May 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 81,461 4,626 0.17% 0.17% 384 0 0.0% Q1 2026 May 12, 2026
HOGE FINANCIAL SERVICES, LLC History Reduced 81,369 4,620 2.47% 2.55% 385 -5,211 -6.02% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Reduced 81,109 4,606 0.07% 0.11% 386 -21,109 -20.65% Q1 2026 May 15, 2026
Arrow Investment Advisors, LLC History New 80,281 4,559 4.85% 387 +80,281 New Q1 2026 May 04, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 79,983 4,542 0.43% 0.43% 388 -1,585 -1.94% Q1 2026 May 13, 2026
FIRST AMERICAN TRUST, FSB History Reduced 79,854 4,534 0.3% 0.46% 389 -41,248 -34.06% Q1 2026 May 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 79,069 4,490 0.52% 0.5% 390 0 0.0% Q1 2026 May 14, 2026
AlTi Global, Inc. History Added to 78,903 4,480 0.1% 0.07% 391 +17,337 28.16% Q1 2026 May 07, 2026
Simmons Bank History Reduced 78,549 4,460 0.3% 0.29% 392 -762 -0.96% Q1 2026 Apr 23, 2026
SCOTIA CAPITAL INC. History Added to 77,922 4,424 0.02% 0.01% 393 +12,962 19.95% Q1 2026 May 13, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 77,766 4,416 0.09% 0.2% 394 -118,224 -60.32% Q1 2026 Apr 15, 2026
CIBC WORLD MARKETS CORP History No change 80,126 4,383 0.02% 0.02% 395 0 0.0% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Reduced 76,180 4,326 0.01% 0.01% 396 -145 -0.19% Q1 2026 May 12, 2026
Capital Advantage, Inc. History Added to 75,846 4,307 0.56% 0.56% 397 +135 0.18% Q1 2026 Apr 10, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 75,337 4,278 0.01% 0.01% 398 +1,905 2.59% Q1 2026 May 05, 2026
Maven Securities LTD History Added to 74,733 4,245 0.08% 0.02% 399 +54,170 263.43% Q1 2026 May 15, 2026
Financial Advisors Network, Inc. History Reduced 74,527 4,232 0.58% 0.56% 400 -601 -0.8% Q1 2026 May 14, 2026
Penobscot Investment Management Company, Inc. History Added to 74,026 4,203 0.33% 0.2% 401 +25,509 52.58% Q1 2026 Apr 29, 2026
Allen Investment Management, LLC History Added to 73,856 4,194 0.05% 0.03% 402 +21,755 41.76% Q1 2026 May 07, 2026
Fourth Dimension Wealth, LLC History Added to 73,621 4,180 1.59% 1.37% 403 +4,833 7.03% Q1 2026 May 11, 2026
Asset Management Group, Inc. History Reduced 73,442 4,170 0.67% 0.66% 404 -723 -0.97% Q1 2026 May 15, 2026
Financial & Tax Architects, LLC History Added to 73,305 4,162 0.93% 0.73% 405 +14,085 23.78% Q1 2026 Apr 23, 2026
NDWM LLC History Added to 73,283 4,161 2.7% 2.08% 406 +15,702 27.27% Q1 2026 Apr 24, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 72,639 4,125 1.27% 1.15% 407 0 0.0% Q1 2026 Apr 27, 2026
DV Trading LLC History Added to 71,389 4,054 0.1% 0.06% 408 +31,689 79.82% Q1 2026 May 15, 2026
Twin Tree Management, LP History New 70,100 3,980 0.08% 409 +70,100 New Q1 2026 May 14, 2026
Independence Bank of Kentucky History Added to 69,500 3,946 0.5% 0.43% 410 +6,515 10.34% Q1 2026 Apr 30, 2026
Meridian Wealth Management, LLC History Added to 69,084 3,923 0.14% 0.13% 411 +2,000 2.98% Q1 2026 May 06, 2026
Spire Wealth Management History Added to 68,666 3,899 0.13% 0.12% 412 +4,923 7.72% Q1 2026 Apr 22, 2026
Ninety One North America, Inc. History Reduced 67,918 3,857 0.17% 0.41% 413 -118,778 -63.62% Q1 2026 Apr 24, 2026
NATIXIS History Added to 67,800 3,850 0.01% 0.0% 414 +51,050 304.78% Q1 2026 May 14, 2026
Composition Wealth, LLC History Reduced 67,683 3,843 0.05% 0.06% 415 -8,430 -11.08% Q1 2026 Apr 08, 2026
Chicago Wealth Management, Inc. History New 67,528 3,834 1.53% 416 +67,528 New Q1 2026 May 11, 2026
IEQ CAPITAL, LLC History Added to 67,285 3,821 0.02% 0.01% 417 +13,296 24.63% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 67,280 3,820 0.02% 0.02% 418 +4,325 6.87% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Reduced 59,855 3,793 0.08% 0.09% 419 -1,956 -3.16% Q1 2026 May 04, 2026
State of Wyoming History Added to 66,470 3,774 0.45% 0.29% 420 +17,360 35.35% Q1 2026 May 13, 2026
Wealthspire Advisors, LLC History Added to 65,944 3,744 0.03% 0.02% 421 +14,403 27.94% Q1 2026 May 01, 2026
LARCH CAPITAL PARTNERS LLC History No change 65,815 3,737 0.54% 0.49% 422 0 0.0% Q1 2026 May 15, 2026
Belpointe Asset Management LLC History Added to 65,192 3,702 0.14% 0.11% 423 +11,488 21.39% Q1 2026 Apr 28, 2026
Balefire, LLC History Added to 65,066 3,695 0.7% 0.65% 424 +4,119 6.76% Q1 2026 May 07, 2026
M1 Capital Management LLC History Reduced 64,874 3,684 1.7% 1.51% 425 -1,382 -2.09% Q1 2026 May 08, 2026
Belvedere Trading LLC History New 64,253 3,648 0.0% 426 +64,253 New Q1 2026 May 12, 2026
CONNORS INVESTOR SERVICES INC History New 63,662 3,615 0.33% 427 +63,662 New Q1 2026 May 15, 2026
GTS SECURITIES LLC History Added to 63,625 3,613 0.13% 0.04% 428 +44,842 238.74% Q1 2026 May 14, 2026
SHERMAN PORFOLIOS, LLC History Reduced 63,088 3,582 0.27% 1.13% 429 -240,114 -79.19% Q1 2026 May 13, 2026
Advisory Services Network, LLC History Added to 62,402 3,543 0.05% 0.05% 430 +1,990 3.29% Q1 2026 May 15, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 61,957 3,518 1.29% 1.6% 431 -17,363 -21.89% Q1 2026 May 08, 2026
Consolidated Investment Group LLC History New 61,200 3,475 0.38% 432 +61,200 New Q1 2026 May 04, 2026
Commonwealth Financial Services, LLC History New 60,716 3,448 0.55% 433 +60,716 New Q1 2026 May 07, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 60,422 3,431 0.49% 0.52% 434 -3,015 -4.75% Q1 2026 Apr 13, 2026
Koss-Olinger Consulting, LLC History New 60,403 3,430 0.29% 435 +60,403 New Q1 2026 May 07, 2026
Gryphon Financial Partners LLC History Reduced 60,290 3,423 0.35% 0.36% 436 -1,728 -2.79% Q1 2026 May 06, 2026
Ethos Financial Group, LLC History Reduced 60,525 3,422 0.25% 0.84% 437 -146,684 -70.79% Q1 2026 May 05, 2026
Avantax Planning Partners, Inc. History Reduced 60,100 3,413 0.09% 0.1% 438 -6,718 -10.05% Q1 2026 May 04, 2026
Measured Wealth Private Client Group, LLC History Added to 60,046 3,410 0.93% 0.64% 439 +16,043 36.46% Q1 2026 May 13, 2026
USA FINANCIAL FORMULAS History Reduced 59,962 3,405 0.64% 11.9% 440 -1,135,587 -94.98% Q1 2026 Apr 14, 2026
Wealthcare Advisory Partners LLC History Reduced 59,931 3,403 0.07% 0.07% 441 -1,541 -2.51% Q1 2026 Apr 14, 2026
Foundation Wealth Management, LLC History Reduced 59,883 3,400 2.3% 2.22% 442 -1,766 -2.86% Q1 2026 May 04, 2026
1832 Asset Management L.P. History Added to 59,779 3,394 0.0% 0.0% 443 +54,261 983.35% Q1 2026 May 14, 2026
Smithfield Trust Co History Reduced 59,712 3,394 0.15% 0.14% 444 -73 -0.12% Q1 2026 May 08, 2026
Blue Fin Capital, Inc. History No change 61,931 3,388 0.53% 0.53% 445 0 0.0% Q4 2025 Jan 23, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 59,569 3,382 0.87% 0.82% 446 +2,639 4.64% Q1 2026 Apr 09, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 59,502 3,379 0.07% 0.08% 447 -7,190 -10.78% Q1 2026 May 15, 2026
CWM, LLC History Added to 63,837 3,356 0.01% 0.01% 448 +16,044 33.57% Q1 2026 May 14, 2026
Bison Wealth, LLC History Added to 49,551 3,330 0.32% 0.25% 449 +9,586 23.99% Q1 2026 May 15, 2026
FIRST INTERSTATE BANK History Added to 58,618 3,328 0.19% 0.12% 450 +17,051 41.02% Q1 2026 Apr 29, 2026
Index Technologies Group LLC History Added to 58,509 3,322 3.62% 2.4% 451 +16,417 39.0% Q1 2026 Apr 29, 2026
CONNING INC. History Reduced 58,260 3,308 0.11% 0.12% 452 -8,520 -12.76% Q1 2026 Apr 30, 2026
Kovack Advisors, Inc. History Added to 59,138 3,298 0.18% 0.02% 453 +52,087 738.72% Q1 2026 May 12, 2026
NEPC LLC History Reduced 57,953 3,291 0.07% 0.08% 454 -11,385 -16.42% Q1 2026 May 15, 2026
Concord Investment Counsel Inc. History New 57,799 3,282 1.11% 455 +57,799 New Q1 2026 May 12, 2026
Factor Wealth Management LTD History Reduced 57,109 3,243 0.61% 0.69% 456 -1,177 -2.02% Q1 2026 Apr 20, 2026
AE Wealth Management LLC History Added to 56,761 3,223 0.02% 0.02% 457 +6,532 13.0% Q1 2026 May 13, 2026
Richard W. Paul & Associates, LLC History Reduced 56,427 3,204 1.08% 1.03% 458 -306 -0.54% Q1 2026 May 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 56,932 3,202 0.01% 0.0% 459 +36,714 181.59% Q1 2026 May 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 56,366 3,201 0.45% 0.52% 460 -10,318 -15.47% Q1 2026 May 13, 2026
Blueprint Investment Partners LLC History Added to 56,268 3,195 0.33% 0.21% 461 +20,492 57.28% Q1 2026 May 15, 2026
CENTRAL BANK & TRUST CO History Reduced 56,175 3,190 0.5% 0.49% 462 -1,286 -2.24% Q1 2026 Apr 07, 2026
World Investment Advisors History Added to 56,098 3,185 0.05% 0.04% 463 +7,502 15.44% Q1 2026 Apr 27, 2026
Abacus Planning Group, Inc. History Reduced 56,055 3,183 0.43% 0.42% 464 -2,056 -3.54% Q1 2026 Apr 07, 2026
HFG Advisors, Inc. History Added to 55,756 3,166 2.23% 2.17% 465 +961 1.75% Q1 2026 May 08, 2026
New York University History No change 55,741 3,165 100.0% 100.0% 466 0 0.0% Q1 2026 Apr 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 52,222 3,147 0.18% 0.17% 467 +163 0.31% Q1 2026 Apr 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 54,784 3,111 0.09% 0.07% 468 -640 -1.15% Q1 2026 Apr 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 54,675 3,104 0.0% 0.0% 469 0 0.0% Q1 2026 May 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 54,650 3,103 0.03% 0.02% 470 +7,160 15.08% Q1 2026 May 01, 2026
Sava Infond d.o.o. History Added to 54,500 3,095 0.44% 0.38% 471 +2,500 4.81% Q1 2026 May 11, 2026
Blueprint Financial Advisors LLC History Added to 54,414 3,090 0.46% 0.3% 472 +18,765 52.64% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Added to 54,397 3,089 0.05% 0.05% 473 +3,932 7.79% Q1 2026 May 18, 2026
Jacksonville Wealth Management, LLC History Added to 53,807 3,055 2.06% 1.7% 474 +9,893 22.53% Q1 2026 Apr 28, 2026
WATERS PARKERSON & CO., LLC History Added to 53,532 3,040 0.16% 0.14% 475 +2,007 3.9% Q1 2026 Apr 29, 2026
Camarda Financial Advisors, LLC History Reduced 53,393 3,032 1.6% 2.51% 476 -67,201 -55.72% Q1 2026 May 14, 2026
Integrated Investment Consultants, LLC History No change 55,102 3,014 0.59% 0.59% 477 0 0.0% Q4 2025 Mar 03, 2026
KADENSA CAPITAL Ltd History New 52,987 3,009 0.42% 478 +52,987 New Q1 2026 May 15, 2026
Inman Jager Wealth Management, LLC History Reduced 52,725 2,994 1.75% 1.84% 479 -2,151 -3.92% Q1 2026 Apr 23, 2026
Orion Porfolio Solutions, LLC History Added to 52,706 2,993 0.03% 0.02% 480 +578 1.11% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 54,126 2,988 0.0% 0.0% 481 +17,709 48.63% Q1 2026 May 15, 2026
TRUE Private Wealth Advisors History Added to 52,430 2,977 0.28% 0.02% 482 +48,329 1178.47% Q1 2026 May 15, 2026
Audent Global Asset Management, LLC History Reduced 52,313 2,970 2.96% 2.35% 483 -15,653 -23.03% Q1 2026 May 06, 2026
Valmark Advisers, Inc. History Added to 51,865 2,945 0.03% 0.03% 484 +132 0.26% Q1 2026 May 01, 2026
Institute for Wealth Management, LLC. History Added to 51,828 2,943 0.31% 0.29% 485 +1,529 3.04% Q1 2026 May 13, 2026
Lifeworks Advisors, LLC History Added to 51,803 2,941 0.38% 0.28% 486 +12,092 30.45% Q1 2026 May 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 51,782 2,940 0.06% 0.06% 487 -500 -0.96% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 51,661 2,933 0.0% 0.0% 488 +13,888 36.77% Q1 2026 May 15, 2026
NVWM, LLC History Added to 51,523 2,926 0.65% 0.46% 489 +13,200 34.44% Q1 2026 Apr 27, 2026
Fogel Capital Management, Inc. History Added to 51,420 2,920 1.34% 1.19% 490 +4,230 8.96% Q1 2026 May 13, 2026
Gladstone Institutional Advisory LLC History Added to 50,823 2,886 0.11% 0.04% 491 +30,052 144.68% Q1 2026 May 14, 2026
FF Advisors,LLC History Added to 46,286 2,885 1.17% 1.07% 492 +2,228 5.06% Q1 2026 Apr 27, 2026
NewEdge Wealth, LLC History Reduced 50,600 2,873 0.03% 0.03% 493 -2,119 -4.02% Q1 2026 May 13, 2026
Blue Trust, Inc. History Reduced 50,559 2,871 0.03% 0.03% 494 -3,071 -5.73% Q1 2026 Apr 20, 2026
BALANCED WEALTH GROUP LLC History Added to 50,157 2,848 1.02% 0.97% 495 +700 1.42% Q1 2026 Apr 23, 2026
Aureus Asset Management, LLC History Added to 50,121 2,846 0.19% 0.14% 496 +11,263 28.99% Q1 2026 May 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 50,068 2,843 0.05% 0.05% 497 -9,159 -15.46% Q1 2026 Apr 21, 2026
Connective Portfolio Management, LLC History Added to 50,000 2,839 7.69% 4.55% 498 +3,875 8.4% Q1 2026 Apr 16, 2026
JUNCTURE WEALTH STRATEGIES, LLC History New 49,796 2,827 0.94% 499 +49,796 New Q1 2026 Apr 14, 2026
Legacy Trust History Added to 49,643 2,819 0.54% 0.45% 500 +5,717 13.02% Q1 2026 Apr 14, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 49,549 2,813 2.11% 2.0% 501 -1 -0.0% Q1 2026 Apr 23, 2026
SVB WEALTH LLC History Reduced 49,472 2,809 0.19% 0.16% 502 -16 -0.03% Q1 2026 Apr 17, 2026
OneDigital Investment Advisors LLC History Reduced 49,234 2,796 0.03% 0.03% 503 -15,823 -24.32% Q1 2026 May 08, 2026
VestGen Advisors, LLC History Added to 42,467 2,795 0.07% 0.04% 504 +24,551 137.03% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Reduced 49,161 2,791 0.01% 0.01% 505 -1,024 -2.04% Q1 2026 May 15, 2026
FULTON BANK, N.A. History Added to 49,076 2,787 0.1% 0.09% 506 +80 0.16% Q1 2026 Apr 24, 2026
Sunbelt Securities, Inc. History Added to 48,575 2,758 0.17% 0.16% 507 +5,825 13.63% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 47,971 2,724 0.07% 0.07% 508 +1,315 2.82% Q1 2026 Apr 13, 2026
Midwest Trust Co History Reduced 47,275 2,684 0.03% 0.03% 509 -2,158 -4.37% Q1 2026 May 01, 2026
Pathway Financial Advisors LLC History No change 47,365 2,680 0.33% 0.34% 510 0 0.0% Q1 2026 Apr 07, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 47,147 2,677 1.62% 1.5% 511 +2,297 5.12% Q1 2026 Apr 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 47,065 2,672 0.03% 0.03% 512 +1,207 2.63% Q1 2026 Apr 20, 2026
HARMONY ASSET MANAGEMENT LLC History New 46,189 2,623 0.8% 513 +46,189 New Q1 2026 May 05, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History New 23,800 2,594 2.44% 514 +23,800 New Q1 2026 Apr 29, 2026
Glen Eagle Advisors, LLC History Added to 45,141 2,563 0.36% 0.33% 515 +395 0.88% Q1 2026 May 15, 2026
Turn8 Private Wealth Inc. History New 45,000 2,556 1.6% 516 +45,000 New Q1 2026 Apr 27, 2026
FIRST FOUNDATION ADVISORS History Reduced 44,949 2,552 0.1% 0.09% 517 -807 -1.76% Q1 2026 May 04, 2026
Harfst & Associates, Inc. History New 44,755 2,541 0.45% 518 +44,755 New Q1 2026 May 12, 2026
BANK OF HAWAII History Reduced 44,330 2,517 0.13% 0.12% 519 -393 -0.88% Q1 2026 May 14, 2026
Arax Advisory Partners History Added to 44,302 2,515 0.07% 0.01% 520 +37,194 523.27% Q1 2026 May 13, 2026
Birch Hill Investment Advisors LLC History Added to 44,237 2,512 0.11% 0.1% 521 +70 0.16% Q1 2026 Apr 29, 2026
Ackerman Capital Advisors, LLC History No change 44,091 2,503 0.51% 0.48% 522 0 0.0% Q1 2026 May 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 44,022 2,500 0.0% 0.0% 523 +21,001 91.23% Q1 2026 May 12, 2026
FIRST FINANCIAL BANKSHARES INC History No change 43,894 2,492 0.05% 0.05% 524 0 0.0% Q1 2026 May 11, 2026
SNS Financial Group, LLC History Reduced 43,657 2,479 0.21% 0.21% 525 -1,235 -2.75% Q1 2026 Apr 14, 2026
Pine Valley Investments Ltd Liability Co History No change 45,090 2,466 0.11% 0.11% 526 0 0.0% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 43,326 2,460 0.04% 0.04% 527 -2,041 -4.5% Q1 2026 Apr 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 38,058 2,439 0.03% 0.03% 528 +470 1.25% Q1 2026 May 06, 2026
FSA WEALTH PARTNERS, INC. History Reduced 42,698 2,424 1.15% 1.44% 529 -30,378 -41.57% Q1 2026 Apr 27, 2026
Fifth Third Wealth Advisors LLC History Reduced 42,382 2,406 0.08% 0.09% 530 -2,800 -6.2% Q1 2026 Apr 17, 2026
TD Waterhouse Canada Inc. History Added to 42,277 2,402 0.01% 0.01% 532 +26,392 166.14% Q1 2026 May 12, 2026
Bolthouse Investments, LLC History Added to 42,300 2,402 2.17% 1.85% 531 +4,187 10.99% Q1 2026 Apr 28, 2026
AGF MANAGEMENT LTD History Reduced 42,285 2,401 0.01% 0.01% 533 -250 -0.59% Q1 2026 May 07, 2026
Atlas Brown,Inc. History Added to 42,165 2,394 0.72% 0.67% 534 +732 1.77% Q1 2026 Apr 17, 2026
Expressive Wealth LLC History Added to 35,407 2,389 2.28% 1.82% 537 +4,599 14.93% Q1 2026 May 11, 2026
Viewpoint Capital Management LLC History Added to 42,071 2,389 1.12% 0.95% 536 +2,025 5.06% Q1 2026 Apr 17, 2026
Mandatum Life Insurance Co Ltd History No change 42,083 2,389 0.54% 0.53% 535 0 0.0% Q1 2026 May 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 42,061 2,388 0.11% 0.04% 538 +27,330 185.53% Q1 2026 Apr 15, 2026
Itau Unibanco Holding S.A. History Reduced 42,017 2,386 0.06% 1.01% 539 -728,818 -94.55% Q1 2026 May 15, 2026
GFG Capital, LLC History New 41,919 2,380 0.76% 540 +41,919 New Q1 2026 Apr 21, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 41,689 2,367 0.65% 0.56% 541 +4,655 12.57% Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Added to 41,335 2,347 0.0% 0.0% 542 +15,333 58.97% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 41,283 2,344 0.02% 0.02% 543 +7,221 21.2% Q1 2026 May 15, 2026
Fort Point Capital Partners LLC History Reduced 41,263 2,343 0.28% 0.27% 544 -408 -0.98% Q1 2026 May 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 41,100 2,334 0.08% 0.07% 545 +1,300 3.27% Q1 2026 May 06, 2026
Cliffwater LLC History No change 40,400 2,294 0.61% 0.46% 546 0 0.0% Q1 2026 May 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 40,529 2,293 0.07% 0.06% 547 -8,016 -16.51% Q1 2026 Apr 08, 2026
WEBSTER BANK, N. A. History Added to 40,233 2,284 0.22% 0.1% 548 +19,948 98.34% Q1 2026 Apr 17, 2026
Apollon Wealth Management, LLC History Added to 40,031 2,273 0.04% 0.04% 549 +1,644 4.28% Q1 2026 Apr 22, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 39,969 2,269 0.03% 0.01% 550 +26,843 204.5% Q1 2026 May 13, 2026
VANCE WEALTH, LLC History Reduced 39,810 2,260 0.65% 0.67% 551 -1,644 -3.97% Q1 2026 May 15, 2026
Joel Isaacson & Co., LLC History Added to 39,689 2,253 0.07% 0.05% 552 +10,119 34.22% Q1 2026 Apr 22, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 39,564 2,246 0.03% 0.03% 553 -450 -1.12% Q1 2026 Apr 09, 2026
Innova Wealth Partners History Reduced 39,421 2,238 1.06% 1.11% 554 -910 -2.26% Q1 2026 Apr 24, 2026
Weil Company, Inc. History Reduced 39,344 2,234 0.5% 0.51% 555 -878 -2.18% Q1 2026 Apr 15, 2026
Sincerus Advisory, LLC History Reduced 38,943 2,211 1.68% 1.77% 556 -1,250 -3.11% Q1 2026 Apr 06, 2026
Wagner Wealth Management, Corp History Added to 38,668 2,195 1.97% 0.25% 557 +33,967 722.55% Q1 2026 May 05, 2026
Allworth Financial LP History Added to 38,571 2,190 0.01% 0.01% 558 +517 1.36% Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 38,453 2,183 0.05% 0.05% 559 +3,146 8.91% Q1 2026 Apr 07, 2026
Providence First Trust Co History Added to 38,434 2,182 0.77% 0.68% 560 +2,734 7.66% Q1 2026 May 04, 2026
BSW Wealth Partners History Reduced 38,347 2,177 0.27% 0.26% 561 -583 -1.5% Q1 2026 Apr 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 38,268 2,173 0.12% 0.39% 562 -82,227 -68.24% Q1 2026 Apr 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 38,234 2,171 0.12% 0.11% 563 +2,384 6.65% Q1 2026 Apr 20, 2026
RFG Advisory, LLC History Reduced 38,226 2,170 0.04% 0.06% 564 -19,379 -33.64% Q1 2026 Apr 17, 2026
Kropog Financial Group, LLC History New 38,148 2,166 1.76% 565 +38,148 New Q1 2026 Apr 24, 2026
SMITH, MOORE & CO. History Added to 38,037 2,160 0.16% 0.16% 566 +362 0.96% Q1 2026 May 05, 2026
Financial Engines Advisors L.L.C. History Reduced 37,874 2,150 0.0% 0.0% 567 -1,202 -3.08% Q1 2026 May 14, 2026
CALTON & ASSOCIATES, INC. History New 37,780 2,145 0.31% 568 +37,780 New Q1 2026 May 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 37,693 2,140 0.06% 0.06% 569 0 0.0% Q1 2026 Apr 23, 2026
Private Wealth Asset Management, LLC History Reduced 37,679 2,139 0.23% 0.23% 570 -1,100 -2.84% Q1 2026 May 06, 2026
Keystone Financial Group History New 37,439 2,126 0.15% 571 +37,439 New Q1 2026 May 13, 2026
RAINIER FAMILY WEALTH INC History Added to 37,387 2,123 1.42% 0.39% 572 +27,795 289.77% Q1 2026 Apr 16, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 37,236 2,114 0.08% 0.08% 573 0 0.0% Q1 2026 Apr 14, 2026
CANANDAIGUA NATIONAL CORP History New 37,195 2,112 0.19% 574 +37,195 New Q1 2026 Apr 08, 2026
Avidian Wealth Enterprises, LLC History Added to 37,099 2,106 0.07% 0.04% 575 +16,184 77.38% Q1 2026 May 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 36,952 2,098 0.32% 0.31% 576 0 0.0% Q1 2026 Apr 15, 2026
Ewing Morris & Co. Investment Partners Ltd. History New 36,843 2,092 0.94% 577 +36,843 New Q1 2026 May 11, 2026
URS Advisory LLC History Added to 36,628 2,080 1.52% 0.39% 578 +28,096 329.3% Q1 2026 Apr 23, 2026
Next Capital Management LLC History Added to 36,624 2,079 0.63% 0.61% 579 +1,750 5.02% Q1 2026 May 07, 2026
Capital Group Private Client Services, Inc. History Reduced 36,520 2,073 0.03% 0.03% 580 -2,239 -5.78% Q1 2026 May 13, 2026
RPg Family Wealth Advisory, LLC History Added to 36,409 2,067 0.43% 0.4% 581 +3,188 9.6% Q1 2026 May 14, 2026
LEE DANNER & BASS INC History Reduced 36,385 2,066 0.13% 0.14% 582 -75 -0.21% Q1 2026 Apr 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 36,259 2,059 0.02% 0.03% 584 -11,190 -23.58% Q1 2026 Apr 24, 2026
FIRST MERCHANTS CORP History Added to 36,257 2,059 0.08% 0.07% 583 +428 1.19% Q1 2026 Apr 16, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 36,205 2,056 0.06% 0.06% 585 -506 -1.38% Q1 2026 Apr 24, 2026
Risk Paradigm Group, LLC History Added to 36,022 2,045 1.74% 1.85% 586 +893 2.54% Q1 2026 May 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 37,354 2,043 0.18% 0.18% 587 0 0.0% Q4 2025 Jan 30, 2026
Nordwand Advisors, LLC History Reduced 35,909 2,039 0.36% 0.36% 588 -2,131 -5.6% Q1 2026 May 07, 2026
Crewe Advisors LLC History Reduced 35,868 2,036 0.17% 0.17% 589 -15 -0.04% Q1 2026 May 07, 2026
Forza Wealth Management, LLC History No change 35,775 2,031 0.71% 0.71% 590 0 0.0% Q1 2026 Apr 30, 2026
POINCIANA ADVISORS GROUP, LLC History Reduced 35,592 2,021 1.6% 1.89% 591 -8,194 -18.71% Q1 2026 Apr 16, 2026
Clear Harbor Asset Management, LLC History Added to 35,438 2,012 0.14% 0.09% 592 +10,895 44.39% Q1 2026 May 05, 2026
ASPIRIANT, LLC History Reduced 35,362 2,008 0.06% 0.06% 593 -4,418 -11.11% Q1 2026 May 12, 2026
SUMMITPOINT CAPITAL MANAGEMENT History New 36,387 1,990 2.53% 594 +36,387 New Q1 2026 May 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 34,996 1,988 0.03% 0.03% 595 -1,573 -4.3% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 34,729 1,972 0.0% 0.0% 596 +778 2.29% Q1 2026 May 12, 2026
Advisors Preferred, LLC History New 34,498 1,959 0.29% 598 +34,498 New Q1 2026 May 05, 2026
MATHER GROUP, LLC. History Reduced 34,506 1,959 0.02% 0.02% 597 -310 -0.89% Q1 2026 Apr 13, 2026
Canton Hathaway, LLC History No change 34,485 1,958 0.4% 0.36% 599 0 0.0% Q1 2026 Apr 24, 2026
Private Advisory Group LLC History Added to 34,403 1,953 0.13% 0.15% 600 +74 0.22% Q1 2026 May 08, 2026
BNP PARIBAS History Reduced 33,842 1,921 0.06% 0.19% 601 -84,974 -71.52% Q1 2026 May 12, 2026
SACHEM HILL LLC History Reduced 33,770 1,917 0.37% 0.36% 602 -210 -0.62% Q1 2026 May 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 33,641 1,910 0.14% 0.12% 603 +2,554 8.22% Q1 2026 May 06, 2026
EVOKE WEALTH, LLC History Added to 33,605 1,908 0.03% 0.03% 604 +366 1.1% Q1 2026 May 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 33,503 1,902 0.52% 0.46% 605 -432 -1.27% Q1 2026 Apr 28, 2026
Rehmann Capital Advisory Group History Reduced 33,375 1,895 0.1% 0.1% 606 -623 -1.83% Q1 2026 May 15, 2026
CAMBIENT FAMILY OFFICE, LLC History Reduced 33,173 1,883 0.26% 0.33% 607 -8,517 -20.43% Q1 2026 Apr 21, 2026
Fortis Group Advisors, LLC History Added to 29,414 1,882 0.31% 0.1% 608 +19,761 204.71% Q1 2026 May 08, 2026
WealthCare Asset Management, LLC History Reduced 32,859 1,866 1.99% 1.45% 609 -9,622 -22.65% Q1 2026 Apr 30, 2026
Prosperity Planning, Inc. History Reduced 32,594 1,851 0.47% 0.47% 610 -166 -0.51% Q1 2026 Apr 10, 2026
AMG Asset Management Group, Inc. History New 32,496 1,845 1.43% 612 +32,496 New Q1 2026 Apr 27, 2026
Magnus Financial Group LLC History Reduced 32,500 1,845 0.15% 0.14% 611 -266 -0.81% Q1 2026 Apr 10, 2026
Colorado Capital Management, Inc. History Reduced 32,413 1,841 0.69% 0.67% 614 -223 -0.68% Q1 2026 Apr 13, 2026
MYCIO WEALTH PARTNERS, LLC History No change 32,422 1,841 0.37% 0.37% 613 0 0.0% Q1 2026 Apr 29, 2026
Legacy Capital Group California, Inc. History Added to 32,151 1,825 0.69% 0.22% 615 +15,770 96.27% Q1 2026 May 04, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 32,111 1,823 0.04% 0.02% 616 +9,236 40.38% Q1 2026 May 15, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 32,039 1,819 0.55% 0.56% 617 -2,000 -5.88% Q1 2026 May 07, 2026
ROCKLAND TRUST CO History Added to 31,955 1,814 0.07% 0.07% 618 +594 1.89% Q1 2026 Apr 16, 2026
River Wealth Advisors LLC History Reduced 31,874 1,810 0.21% 0.2% 619 -1,519 -4.55% Q1 2026 May 13, 2026
NerdWallet Wealth Partners, LLC History New 31,779 1,804 0.79% 620 +31,779 New Q1 2026 May 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 31,697 1,800 0.1% 0.06% 621 +8,375 35.91% Q1 2026 Apr 13, 2026
Sequoia Financial Advisors, LLC History Added to 31,682 1,799 0.01% 0.01% 622 +883 2.87% Q1 2026 Apr 30, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 31,561 1,792 0.11% 0.1% 623 +1,153 3.79% Q1 2026 May 13, 2026
Ramirez Asset Management, Inc. History Reduced 30,918 1,782 0.21% 0.28% 624 -7,336 -19.18% Q1 2026 May 12, 2026
IFP Advisors, Inc History Added to 31,101 1,766 0.04% 0.03% 625 +6,178 24.79% Q1 2026 Apr 13, 2026
Independence Wealth Advisors, LLC History Reduced 31,093 1,765 0.94% 2.41% 626 -47,181 -60.28% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Added to 30,932 1,756 0.02% 0.02% 627 +190 0.62% Q1 2026 May 06, 2026
Harvest Investment Services, LLC History Reduced 30,879 1,753 0.32% 0.34% 628 -2,269 -6.85% Q1 2026 May 14, 2026
SENTINEL TRUST CO LBA History Reduced 30,718 1,744 0.17% 0.17% 629 -576 -1.84% Q1 2026 May 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 30,572 1,736 0.12% 0.12% 630 +367 1.22% Q1 2026 May 12, 2026
Fortitude Financial, LLC History Added to 30,546 1,734 0.92% 0.73% 631 +14,731 93.15% Q1 2026 Apr 23, 2026
MGB Wealth Management, LLC History No change 31,645 1,731 0.5% 0.5% 632 0 0.0% Q4 2025 Feb 17, 2026
Texas Bank & Trust Co History Reduced 30,305 1,721 0.65% 0.61% 633 -600 -1.94% Q1 2026 Apr 30, 2026
Israel Discount Bank of New York History Reduced 30,274 1,719 3.77% 4.62% 634 -776 -2.5% Q1 2026 Apr 06, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 30,025 1,705 0.67% 0.65% 635 -650 -2.12% Q1 2026 May 12, 2026
Heritage Trust Co History Added to 29,946 1,700 0.17% 0.15% 636 +3,863 14.81% Q1 2026 May 13, 2026
Westshore Wealth, LLC History No change 30,986 1,695 0.56% 0.56% 637 0 0.0% Q4 2025 Feb 25, 2026
Truepoint, Inc. History No change 29,742 1,689 0.04% 0.04% 638 0 0.0% Q1 2026 May 08, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 29,734 1,688 0.19% 0.07% 639 +18,005 153.51% Q1 2026 Apr 24, 2026
Salus Financial Advisors, LLC History Added to 29,672 1,685 0.98% 0.97% 640 +125 0.42% Q1 2026 Apr 23, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 29,645 1,683 0.0% 0.0% 641 +19,048 179.75% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 29,415 1,670 0.07% 0.05% 642 +10,382 54.55% Q1 2026 Apr 28, 2026
HORAN Wealth, LLC History Added to 30,398 1,668 0.16% 0.13% 643 +15,199 100.0% Q1 2026 May 08, 2026
Capital Investment Advisors, LLC History Added to 29,319 1,665 0.02% 0.02% 644 +1 0.0% Q1 2026 Apr 17, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 30,303 1,659 0.97% 0.96% 645 -1,589 -4.98% Q1 2026 Apr 01, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 29,107 1,652 0.13% 0.12% 646 +950 3.37% Q1 2026 Apr 23, 2026
Red Tortoise LLC History No change 29,106 1,652 0.69% 0.68% 647 0 0.0% Q1 2026 Apr 21, 2026
Caprock Group, LLC History Added to 29,042 1,649 0.04% 0.01% 648 +19,315 198.57% Q1 2026 May 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 29,028 1,648 0.0% 0.0% 649 +575 2.02% Q1 2026 May 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 28,676 1,628 0.02% 0.02% 650 +1,450 5.33% Q1 2026 May 13, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 28,574 1,622 0.09% 0.09% 651 -5 -0.02% Q1 2026 Apr 17, 2026
KLINGENSTEIN FIELDS & CO LP History New 28,184 1,600 0.06% 652 +28,184 New Q1 2026 May 12, 2026
Winter & Associates, Inc. History Reduced 27,912 1,594 1.4% 1.59% 653 -3,477 -11.08% Q1 2026 Apr 08, 2026
HBK Sorce Advisory LLC History Added to 23,460 1,593 0.03% 0.03% 654 +152 0.65% Q1 2026 May 11, 2026
JMG Financial Group, Ltd. History Added to 27,606 1,567 0.04% 0.04% 655 +4,165 17.77% Q1 2026 May 07, 2026
EARNED WEALTH ADVISORS, LLC History New 27,471 1,560 0.1% 656 +27,471 New Q1 2026 May 07, 2026
Argent Trust Co History Added to 27,296 1,550 0.05% 0.05% 657 +140 0.52% Q1 2026 May 13, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 27,225 1,546 0.11% 0.1% 658 +1,965 7.78% Q1 2026 May 07, 2026
Lakeshore Capital Group, Inc. History Reduced 27,216 1,545 1.26% 1.2% 659 -298 -1.08% Q1 2026 Apr 22, 2026
Lavaca Capital LLC History No change 27,200 1,544 0.27% 0.24% 660 0 0.0% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 27,034 1,535 0.03% 0.03% 661 0 0.0% Q1 2026 Apr 27, 2026
BLB&B Advisors, LLC History Reduced 27,003 1,533 0.06% 0.06% 662 -650 -2.35% Q1 2026 Apr 28, 2026
First Bank & Trust History No change 26,947 1,530 0.25% 0.24% 663 0 0.0% Q1 2026 Apr 10, 2026
Pines Wealth Management, LLC History Reduced 26,916 1,528 0.49% 0.55% 664 -4,324 -13.84% Q1 2026 Apr 08, 2026
KFA Private Wealth Group, LLC History Added to 26,899 1,527 0.37% 0.35% 665 +940 3.62% Q1 2026 Apr 20, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 26,648 1,513 0.03% 0.03% 666 -518 -1.91% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 26,570 1,508 0.01% 0.01% 667 +12,553 89.56% Q1 2026 May 15, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 26,489 1,504 0.15% 0.13% 668 +1,285 5.1% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 26,459 1,502 0.03% 0.03% 669 +4,718 21.7% Q1 2026 Apr 27, 2026
New Republic Capital, LLC History Added to 26,459 1,502 0.51% 0.33% 670 +3,794 16.74% Q1 2026 May 01, 2026
PFG Advisors History Added to 26,432 1,501 0.07% 0.07% 671 +1,794 7.28% Q1 2026 May 05, 2026
Purpose Unlimited Inc. History New 26,304 1,493 0.06% 672 +26,304 New Q1 2026 May 15, 2026
WESBANCO BANK INC History Reduced 26,177 1,486 0.04% 0.04% 673 -1,015 -3.73% Q1 2026 Apr 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 26,000 1,476 0.08% 0.07% 674 0 0.0% Q1 2026 May 12, 2026
Obermeyer Wealth Partners History Reduced 25,911 1,471 0.07% 0.07% 675 -1,856 -6.68% Q1 2026 Apr 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 25,869 1,469 0.11% 0.11% 676 +246 0.96% Q1 2026 Apr 27, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 25,546 1,450 0.22% 0.22% 677 0 0.0% Q1 2026 Apr 14, 2026
Aegis Wealth Management LLC History Reduced 25,462 1,445 0.83% 0.95% 678 -5,221 -17.02% Q1 2026 Apr 22, 2026
Cyndeo Wealth Partners, LLC History Reduced 25,290 1,436 0.08% 0.08% 679 -210 -0.82% Q1 2026 Apr 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 25,179 1,429 0.13% 1.38% 680 -526,095 -95.43% Q1 2026 May 15, 2026
IPG Investment Advisors LLC History Added to 25,157 1,428 0.25% 0.15% 681 +9,747 63.25% Q1 2026 May 12, 2026
Everstar Asset Management, LLC History Reduced 25,136 1,426 0.76% 0.79% 682 -1,879 -6.96% Q1 2026 Apr 16, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 24,922 1,415 0.29% 0.17% 683 +8,953 56.06% Q1 2026 Apr 20, 2026
SIMON QUICK ADVISORS, LLC History No change 24,859 1,411 0.06% 0.06% 684 0 0.0% Q1 2026 May 06, 2026
Gotham Asset Management, LLC History No change 24,770 1,406 0.0% 0.0% 685 0 0.0% Q1 2026 May 15, 2026
Efficient Advisors, LLC History Reduced 24,664 1,400 0.1% 0.09% 686 -2,720 -9.93% Q1 2026 Apr 29, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 24,633 1,398 1.2% 1.1% 687 +598 2.49% Q1 2026 Apr 28, 2026
Samalin Investment Counsel, LLC History Reduced 24,583 1,396 0.49% 0.49% 688 -818 -3.22% Q1 2026 Apr 22, 2026
FARMERS TRUST CO History Reduced 24,533 1,393 0.22% 0.24% 689 -2,389 -8.87% Q1 2026 Apr 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 24,387 1,384 0.03% 0.03% 690 -21 -0.09% Q1 2026 Apr 15, 2026
Johnson & White Wealth Management, LLC History Reduced 24,208 1,374 0.58% 0.59% 691 -655 -2.63% Q1 2026 Apr 15, 2026
Litman Gregory Wealth Management LLC History No change 25,086 1,372 0.1% 0.1% 692 0 0.0% Q4 2025 Feb 12, 2026
Gallacher Capital Management LLC History Reduced 24,111 1,369 0.52% 0.54% 693 -1,652 -6.41% Q1 2026 May 05, 2026
Stratos Wealth Advisors, LLC History Added to 24,074 1,367 0.08% 0.06% 694 +2,286 10.49% Q1 2026 Apr 28, 2026
TD ASSET MANAGEMENT INC History Added to 23,730 1,347 0.0% 0.0% 695 +4,692 24.65% Q1 2026 May 11, 2026
DBK Financial Counsel, LLC History No change 24,613 1,346 1.03% 1.03% 696 0 0.0% Q4 2025 Jan 26, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 23,664 1,343 0.7% 2.26% 697 -127,279 -84.32% Q1 2026 Apr 15, 2026
ERn Financial, LLC History Reduced 23,643 1,342 0.25% 0.26% 698 -1,747 -6.88% Q1 2026 Apr 24, 2026
Capital Analysts, LLC History Added to 23,536 1,337 0.04% 0.01% 699 +18,543 371.38% Q1 2026 May 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 23,553 1,337 0.3% 0.29% 700 -425 -1.77% Q1 2026 Apr 15, 2026
GHE, LLC History No change 23,481 1,333 0.55% 0.43% 701 0 0.0% Q1 2026 May 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 23,447 1,331 0.01% 0.0% 702 +7,958 51.38% Q1 2026 May 13, 2026
Modern Wealth Management, LLC History Reduced 23,165 1,325 0.02% 0.66% 703 -639,718 -96.51% Q1 2026 May 14, 2026
B&D White Capital Company, LLC History No change 23,186 1,316 0.16% 0.15% 704 0 0.0% Q1 2026 May 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 23,134 1,313 0.05% 0.05% 705 +100 0.43% Q1 2026 Apr 21, 2026
RiverTree Advisors, LLC History Added to 22,994 1,305 0.83% 0.51% 707 +8,452 58.12% Q1 2026 Apr 20, 2026
Matisse Capital History No change 22,990 1,305 0.56% 0.56% 706 0 0.0% Q1 2026 May 08, 2026
Dynamic Advisor Solutions LLC History Added to 22,951 1,303 0.04% 0.04% 708 +941 4.28% Q1 2026 Apr 08, 2026
SONATA CAPITAL GROUP INC History Added to 22,916 1,301 0.48% 0.42% 709 +1,681 7.92% Q1 2026 Apr 30, 2026
Marble Harbor Investment Counsel, LLC History Reduced 22,900 1,300 0.14% 0.14% 710 -900 -3.78% Q1 2026 May 08, 2026
Newport Capital Group, LLC History Reduced 22,803 1,295 0.79% 0.8% 711 -1,074 -4.5% Q1 2026 May 11, 2026
Trinity Financial Advisors LLC History No change 22,709 1,289 0.37% 0.35% 712 0 0.0% Q1 2026 Apr 07, 2026
SP Asset Management LLC History No change 22,639 1,285 0.11% 0.1% 713 0 0.0% Q1 2026 May 06, 2026
NorthRock Partners, LLC History Added to 22,586 1,282 0.02% 0.02% 714 +76 0.34% Q1 2026 May 15, 2026
Lexington Hill Partners, LLC History Reduced 22,483 1,276 0.72% 1.0% 715 -1,823 -7.5% Q1 2026 Apr 16, 2026
J2 Capital Management Inc History Reduced 22,423 1,273 0.87% 1.59% 716 -17,504 -43.84% Q1 2026 Apr 21, 2026
Three Seasons Wealth, LLC History Added to 22,380 1,270 0.48% 0.1% 718 +2,791 14.25% Q1 2026 May 05, 2026
Buck Wealth Strategies, LLC History Reduced 22,376 1,270 0.16% 0.17% 717 -2,219 -9.02% Q1 2026 May 08, 2026
WELCH & FORBES LLC History Added to 22,345 1,268 0.02% 0.01% 719 +6,913 44.8% Q1 2026 May 01, 2026
PITTENGER & ANDERSON INC History Added to 22,345 1,268 0.05% 0.05% 720 +150 0.68% Q1 2026 May 01, 2026
Affiance Financial, LLC History Reduced 22,276 1,265 0.2% 0.2% 721 -93 -0.42% Q1 2026 Apr 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 22,207 1,261 0.22% 0.21% 722 -554 -2.43% Q1 2026 May 04, 2026
Bear Mountain Capital, Inc. History Reduced 19,966 1,261 0.38% 0.38% 723 -90 -0.45% Q1 2026 May 12, 2026
E&G Advisors, LP History Added to 22,180 1,259 0.28% 0.23% 724 +3,745 20.31% Q1 2026 Apr 21, 2026
Marex Group plc History Added to 22,102 1,255 0.01% 0.0% 725 +17,698 401.86% Q1 2026 May 13, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 22,026 1,250 0.1% 0.1% 726 -83 -0.38% Q1 2026 May 15, 2026
NWF Advisory Services Inc. History Added to 22,008 1,249 0.14% 0.11% 727 +3,702 20.22% Q1 2026 May 04, 2026
Forum Finance Group S.A. History New 27,276 1,247 0.68% 728 +27,276 New Q1 2026 May 07, 2026
NWAM LLC History Added to 21,943 1,246 0.07% 0.06% 729 +2,496 12.83% Q1 2026 May 04, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 21,698 1,232 0.04% 0.04% 730 -535 -2.41% Q1 2026 May 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 21,665 1,230 0.42% 0.44% 731 -1,362 -5.91% Q1 2026 Apr 17, 2026
Hoxton Planning & Management, LLC History Reduced 21,550 1,223 0.37% 0.35% 732 -12 -0.06% Q1 2026 Apr 20, 2026
Tidal Investments LLC History New 21,500 1,220 0.0% 734 +21,500 New Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 21,483 1,220 0.06% 0.04% 733 +5,931 38.14% Q1 2026 Apr 28, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 21,479 1,219 0.18% 0.17% 735 +353 1.67% Q1 2026 May 05, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 21,468 1,219 0.02% 0.02% 736 -81 -0.38% Q1 2026 May 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 21,440 1,217 0.0% 0.0% 737 +20,214 1648.78% Q1 2026 May 13, 2026
Sterling Investment Advisors, Ltd. History No change 21,445 1,217 0.22% 0.22% 738 0 0.0% Q1 2026 May 04, 2026
PACIFIC FINANCIAL GROUP INC History Added to 21,428 1,216 0.66% 0.61% 739 +1,281 6.36% Q1 2026 May 14, 2026
LaSalle St. Investment Advisors, LLC History Reduced 21,245 1,206 0.17% 0.19% 740 -640 -2.92% Q1 2026 May 08, 2026
Ballast Rock Private Wealth LLC History No change 21,197 1,203 0.67% 0.72% 741 0 0.0% Q1 2026 Apr 16, 2026
Sovereign Financial Group, Inc. History Reduced 21,176 1,202 0.21% 0.22% 742 -2,188 -9.36% Q1 2026 Apr 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 21,117 1,199 0.02% 0.02% 743 -1,301 -5.8% Q1 2026 May 12, 2026
St. Louis Trust Co History Added to 20,994 1,192 0.14% 0.12% 744 +1,307 6.64% Q1 2026 May 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 20,910 1,187 0.06% 0.06% 745 0 0.0% Q1 2026 Apr 27, 2026
Procyon Advisors, LLC History Added to 20,861 1,184 0.06% 0.06% 746 +37 0.18% Q1 2026 May 04, 2026
Oakworth Capital, Inc. History Reduced 20,771 1,179 0.06% 0.06% 747 -40 -0.19% Q1 2026 Apr 24, 2026
Cullen Capital Management, LLC History Reduced 20,700 1,175 0.01% 0.11% 748 -166,465 -88.94% Q1 2026 May 15, 2026
Evolution Wealth Advisors, LLC History No change 20,697 1,175 0.12% 0.11% 749 0 0.0% Q1 2026 May 08, 2026
Independent Family Office, LLC History No change 20,688 1,174 0.48% 0.47% 750 0 0.0% Q1 2026 May 15, 2026
BAYBAN History No change 20,682 1,174 1.02% 1.0% 751 0 0.0% Q1 2026 Apr 24, 2026
Truxt Investmentos Ltda. History New 11,712 1,171 0.75% 752 +11,712 New Q1 2026 May 05, 2026
TICINO WEALTH History Added to 16,723 1,162 0.4% 0.2% 753 +6,611 65.38% Q1 2026 Apr 22, 2026
JSF Financial, LLC History Reduced 20,444 1,160 0.23% 0.4% 754 -15,057 -42.41% Q1 2026 May 07, 2026
Klingman & Associates, LLC History Added to 20,415 1,159 0.06% 0.05% 755 +140 0.69% Q1 2026 May 14, 2026
HUB Investment Partners, LLC History Added to 20,362 1,156 0.03% 0.03% 756 +1,840 9.93% Q1 2026 May 15, 2026
Taylor & Morgan Wealth Management, LLC History Added to 20,248 1,149 0.66% 0.41% 757 +7,000 52.84% Q1 2026 Apr 09, 2026
Colony Family Offices, LLC History No change 20,229 1,148 0.28% 0.28% 758 0 0.0% Q1 2026 Apr 21, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 20,110 1,148 0.67% 0.67% 759 0 0.0% Q1 2026 Apr 08, 2026
Tortoise Investment Management, LLC History Reduced 20,206 1,147 0.09% 0.1% 760 -1,201 -5.61% Q1 2026 May 05, 2026
Johnson Financial Group, Inc. History Reduced 20,196 1,146 0.04% 0.05% 761 -4,914 -19.57% Q1 2026 May 07, 2026
Glass Jacobson Investment Advisors llc History Reduced 20,189 1,146 0.4% 0.42% 762 -906 -4.29% Q1 2026 Apr 23, 2026
DAVENPORT & Co LLC History Added to 20,090 1,140 0.01% 0.0% 763 +3,136 18.5% Q1 2026 Apr 15, 2026
Roble, Belko & Company, Inc History No change 20,072 1,140 0.14% 0.14% 764 0 0.0% Q1 2026 Apr 16, 2026
Virtue Capital Management, LLC History Reduced 20,760 1,136 0.17% 0.19% 765 -1,619 -7.23% Q1 2026 May 07, 2026
Galaxy Digital Inc. History New 20,000 1,135 0.1% 766 +20,000 New Q1 2026 May 14, 2026
LuminArx Capital Management LP History New 20,000 1,135 0.83% 767 +20,000 New Q1 2026 May 14, 2026
Coign Capital Advisors LLC History Added to 19,895 1,129 0.59% 0.53% 768 +1,337 7.2% Q1 2026 May 14, 2026
Ridge Creek Global, Inc History Added to 19,784 1,123 0.95% 0.82% 769 +1,970 11.06% Q1 2026 May 13, 2026
Ramsay, Stattman, Vela & Price, Inc. History Added to 19,591 1,112 0.22% 0.19% 770 +245 1.27% Q1 2026 Apr 30, 2026
MFG WEALTH MANAGEMENT, INC. History New 19,545 1,109 0.92% 771 +19,545 New Q1 2026 Apr 09, 2026
Westmount Partners, LLC History Added to 19,505 1,107 0.27% 0.15% 772 +8,866 83.33% Q1 2026 Apr 16, 2026
Hansen & Associates Financial Group, Inc. History Reduced 19,547 1,106 0.6% 1.09% 773 -13,377 -40.63% Q1 2026 May 11, 2026
Perennial Investment Advisors, LLC History Added to 19,466 1,105 0.09% 0.03% 774 +12,580 182.69% Q1 2026 May 15, 2026
Orin Green Financial, LLC History Reduced 19,379 1,100 0.45% 0.43% 775 -386 -1.95% Q1 2026 Apr 29, 2026
Crescent Grove Advisors, LLC History Reduced 19,312 1,096 0.11% 0.13% 776 -6,293 -24.58% Q1 2026 May 06, 2026
XML Financial, LLC History Reduced 19,215 1,091 0.09% 0.09% 777 -1,245 -6.09% Q1 2026 Apr 16, 2026
WHALEROCK POINT PARTNERS, LLC History No change 18,986 1,078 0.21% 0.2% 778 0 0.0% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Added to 18,950 1,076 0.02% 0.02% 779 +1,569 9.03% Q1 2026 May 15, 2026
CHILTON INVESTMENT CO INC. History New 18,900 1,073 0.03% 780 +18,900 New Q1 2026 May 15, 2026
Global Trust Wealth Management LLC History No change 18,853 1,070 0.81% 0.76% 781 0 0.0% Q1 2026 Apr 14, 2026
Prosperity Consulting Group, LLC History Added to 18,594 1,055 0.05% 0.04% 783 +3,396 22.35% Q1 2026 May 05, 2026
GAMCO INVESTORS, INC. ET AL History Added to 18,588 1,055 0.01% 0.01% 782 +1,200 6.9% Q1 2026 May 14, 2026
Apex Wealth Management, LLC History Reduced 18,565 1,054 0.72% 3.57% 784 -42,243 -69.47% Q1 2026 Apr 15, 2026
Redwood Park Advisors LLC History Added to 18,380 1,043 0.69% 0.5% 785 +4,838 35.73% Q1 2026 May 04, 2026
BigSur Wealth Management LLC History No change 18,300 1,039 0.29% 0.24% 786 0 0.0% Q1 2026 Apr 22, 2026
Texas Yale Capital Corp. History No change 18,259 1,036 0.03% 0.03% 787 0 0.0% Q1 2026 May 04, 2026
G&S Capital LLC History Added to 18,178 1,032 0.36% 0.34% 788 +822 4.74% Q1 2026 Apr 07, 2026
Kelsey Financial, LLC History Reduced 18,134 1,029 0.9% 0.89% 789 -836 -4.41% Q1 2026 May 06, 2026
Tranquilli Financial Advisor LLC History Added to 18,099 1,027 0.6% 0.55% 790 +810 4.69% Q1 2026 May 11, 2026
CERTUITY, LLC History Reduced 18,081 1,026 0.07% 0.06% 791 -293 -1.59% Q1 2026 May 11, 2026
Evercore Wealth Management, LLC History Reduced 17,964 1,020 0.02% 0.01% 792 -92 -0.51% Q1 2026 May 15, 2026
Independent Solutions Wealth Management, LLC History Added to 17,870 1,014 0.15% 0.08% 793 +9,465 112.61% Q1 2026 Apr 27, 2026
Vanguard National Trust Co History New 17,847 1,013 0.06% 794 +17,847 New Q1 2026 May 08, 2026
VANGUARD GROUP INC History No change 18,336 1,003 0.0% 0.0% 795 0 0.0% Q4 2025 Jan 29, 2026
Connecticut Wealth Management, LLC History No change 17,586 998 0.04% 0.04% 796 0 0.0% Q1 2026 Apr 30, 2026
SIGNATUREFD, LLC History Added to 17,403 988 0.02% 0.01% 797 +338 1.98% Q1 2026 Apr 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 17,398 988 0.03% 0.03% 798 0 0.0% Q1 2026 May 13, 2026
Hudson Portfolio Management LLC History Added to 17,270 980 0.83% 0.8% 799 +300 1.77% Q1 2026 May 14, 2026
STEVENS CAPITAL MANAGEMENT LP History New 17,200 977 0.15% 800 +17,200 New Q1 2026 May 11, 2026
YHB Investment Advisors, Inc. History Added to 17,180 975 0.07% 0.06% 801 +50 0.29% Q1 2026 Apr 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 16,984 971 0.07% 0.07% 802 -2,731 -13.85% Q1 2026 May 01, 2026
Sunpointe, LLC History Reduced 17,068 969 0.32% 0.31% 804 -184 -1.07% Q1 2026 Apr 21, 2026
Rossmore Private Capital History No change 17,064 969 0.09% 0.08% 803 0 0.0% Q1 2026 May 01, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 16,988 964 0.32% 0.26% 805 +2,272 15.44% Q1 2026 Apr 14, 2026
Arcus Capital Partners, LLC History Added to 16,886 958 0.34% 0.33% 806 +167 1.0% Q1 2026 May 06, 2026
AMERIPRISE FINANCIAL INC History Reduced 16,819 955 0.0% 0.01% 807 -617,396 -97.35% Q1 2026 May 15, 2026
RiverGlades Family Offices LLC History New 16,802 954 0.56% 808 +16,802 New Q1 2026 May 13, 2026
Haverford Trust Co History Added to 16,794 953 0.01% 0.01% 809 +3,242 23.92% Q1 2026 May 11, 2026
CAPITAL ADVISORS INC/OK History Added to 16,644 945 0.02% 0.01% 810 +4,924 42.01% Q1 2026 Apr 27, 2026
APPLETON PARTNERS INC/MA History Reduced 16,636 945 0.07% 0.06% 811 -200 -1.19% Q1 2026 Apr 28, 2026
Union Bancaire Privee, UBP SA History Added to 21,905 939 0.01% 0.01% 812 +688 3.24% Q1 2026 Apr 22, 2026
Bramshill Investments, LLC History New 16,400 931 0.08% 813 +16,400 New Q1 2026 May 15, 2026
Cedar Wealth Management, LLC History No change 16,379 930 0.27% 0.27% 814 0 0.0% Q1 2026 May 14, 2026
Compagnie Lombard Odier SCmA History Added to 16,258 923 0.01% 0.01% 815 +3,496 27.39% Q1 2026 Apr 15, 2026
Impact Capital Partners LLC History Added to 16,201 920 0.28% 0.08% 816 +10,992 211.02% Q1 2026 Apr 10, 2026
Ancora Advisors LLC History Added to 16,191 919 0.02% 0.02% 817 +1,875 13.1% Q1 2026 May 15, 2026
FIRST MANHATTAN CO. LLC. History Reduced 16,138 916 0.0% 0.0% 818 -140 -0.86% Q1 2026 May 15, 2026
Wealthspire Retirement, LLC History Reduced 16,121 915 0.05% 0.06% 819 -888 -5.22% Q1 2026 May 13, 2026
Gambit Capital Management, LLC History Added to 16,049 911 0.63% 0.57% 820 +1,442 9.87% Q1 2026 May 14, 2026
Ascension Capital Advisors, Inc. History Reduced 16,028 910 0.29% 0.3% 821 -127 -0.79% Q1 2026 May 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 16,000 909 0.0% 0.0% 822 +1,280 8.7% Q1 2026 May 15, 2026
One Wealth Advisors, LLC History Reduced 16,005 908 0.11% 0.11% 823 -612 -3.68% Q1 2026 Apr 21, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 15,977 907 0.55% 0.6% 824 0 0.0% Q1 2026 May 11, 2026
Limestone Investment Advisors LP History New 15,870 901 0.07% 825 +15,870 New Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History Added to 15,693 891 0.01% 0.01% 826 +2 0.01% Q1 2026 May 08, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 15,674 890 0.06% 0.05% 827 0 0.0% Q1 2026 Apr 14, 2026
Stonebridge Capital Advisors LLC History No change 15,600 885 0.06% 0.06% 828 0 0.0% Q1 2026 May 14, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 14,156 882 0.21% 0.2% 829 0 0.0% Q1 2026 Apr 24, 2026
Hexagon Capital Partners LLC History Added to 15,496 879 0.13% 0.16% 830 +1 0.01% Q1 2026 May 04, 2026
Crestwood Advisors Group, LLC History Reduced 15,445 877 0.01% 0.02% 831 -1,170 -7.04% Q1 2026 May 05, 2026
Chesapeake Wealth Management History Reduced 15,447 877 0.27% 0.25% 832 -98 -0.63% Q1 2026 May 18, 2026
WCG Wealth Advisors LLC History Reduced 15,431 876 0.02% 0.04% 833 -9,907 -39.1% Q1 2026 May 12, 2026
Sigma Planning Corp History Reduced 15,421 875 0.02% 0.04% 834 -10,679 -40.92% Q1 2026 May 04, 2026
Rothschild Wealth LLC History Added to 15,309 869 0.08% 0.08% 835 +707 4.84% Q1 2026 May 06, 2026
Madden Advisory Services, Inc. History Added to 15,212 863 0.34% 0.3% 836 +1,727 12.81% Q1 2026 May 11, 2026
Focus Financial Network, Inc. History Added to 15,159 860 0.03% 0.01% 837 +9,173 153.24% Q1 2026 Apr 14, 2026
Nexus Investment Management ULC History New 15,000 851 0.12% 839 +15,000 New Q1 2026 Apr 20, 2026
Roof Eidam Maycock Peralta, LLC History No change 14,995 851 0.2% 0.19% 838 0 0.0% Q1 2026 May 14, 2026
J. Safra Sarasin Holding AG History Reduced 14,944 848 0.01% 0.04% 840 -27,502 -64.79% Q1 2026 May 04, 2026
Lakeridge Wealth Management LLC History Reduced 14,878 844 0.36% 0.38% 841 -369 -2.42% Q1 2026 Apr 08, 2026
Running Point Capital Advisors, LLC History No change 15,418 843 0.23% 0.23% 842 0 0.0% Q4 2025 Feb 17, 2026
Smith & Howard Wealth Management, LLC History Added to 15,629 842 0.18% 0.1% 843 +7,792 99.43% Q1 2026 Apr 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 14,737 836 0.08% 0.08% 844 -215 -1.44% Q1 2026 Apr 27, 2026
Friday Financial History No change 14,729 836 0.29% 0.28% 845 0 0.0% Q1 2026 Apr 16, 2026
Serenity Investment Advisors History No change 14,687 835 0.49% 0.49% 846 0 0.0% Q4 2025 May 22, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 14,595 828 0.1% 0.06% 847 +4,038 38.25% Q1 2026 May 11, 2026
Argyle Capital Partners, LLC History Added to 14,558 826 0.59% 0.38% 848 +4,990 52.15% Q1 2026 May 07, 2026
Savvy Advisors, Inc. History Added to 14,528 825 0.02% 0.02% 849 +3,679 33.91% Q1 2026 May 11, 2026
SBI Securities Co., Ltd. History Reduced 14,492 823 0.02% 0.02% 850 -121 -0.83% Q1 2026 Apr 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 14,352 815 0.1% 0.09% 851 +158 1.11% Q1 2026 May 05, 2026
TRUST CO OF VERMONT History No change 14,825 811 0.03% 0.03% 852 0 0.0% Q4 2025 Jan 16, 2026
Hilltop Holdings Inc. History Reduced 14,259 809 0.07% 0.05% 853 -828 -5.49% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History New 14,231 808 0.0% 855 +14,231 New Q1 2026 May 13, 2026
Berman McAleer LLC History Reduced 14,240 808 0.11% 0.11% 854 -180 -1.25% Q1 2026 Apr 17, 2026
Mayflower Financial Advisors, LLC History Reduced 14,163 804 0.1% 0.09% 856 -36 -0.25% Q1 2026 Apr 23, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 14,152 803 0.02% 0.02% 857 +845 6.35% Q1 2026 Apr 29, 2026
CFS Investment Advisory Services, LLC History Reduced 12,600 801 0.06% 0.06% 858 -3,390 -21.2% Q1 2026 Apr 29, 2026
TI-TRUST, INC History No change 14,072 799 0.47% 0.47% 859 0 0.0% Q1 2026 Apr 28, 2026
Blue Line Capital, LLC / IL History Added to 14,056 798 0.9% 0.59% 860 +4,888 53.32% Q1 2026 May 12, 2026
IHT Wealth Management, LLC History Added to 13,998 794 0.02% 0.02% 861 +1,828 15.02% Q1 2026 May 15, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 13,910 789 0.53% 0.58% 862 -1,113 -7.41% Q1 2026 Apr 13, 2026
Acropolis Investment Management, LLC History No change 13,876 788 0.03% 0.03% 863 0 0.0% Q1 2026 Apr 09, 2026
Bank of New Hampshire History No change 13,893 788 0.18% 0.17% 864 0 0.0% Q1 2026 Apr 13, 2026
Western Wealth Management, LLC History Added to 13,870 787 0.03% 0.02% 865 +7,289 110.76% Q1 2026 May 19, 2026
CM WEALTH ADVISORS LLC History Reduced 13,836 785 0.17% 0.17% 866 -160 -1.14% Q1 2026 May 08, 2026
Resonant Capital Advisors, LLC History Reduced 13,783 782 0.04% 0.04% 867 -253 -1.8% Q1 2026 Apr 29, 2026
NAVELLIER & ASSOCIATES INC History Reduced 13,693 777 0.08% 0.1% 868 -2,852 -17.24% Q1 2026 May 07, 2026
WHITE PINE CAPITAL LLC History Added to 13,681 776 0.22% 0.2% 869 +243 1.81% Q1 2026 May 11, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 13,622 773 0.04% 0.04% 871 +2,739 25.17% Q1 2026 Apr 16, 2026
RiverFront Investment Group, LLC History Reduced 13,615 773 0.01% 0.01% 870 -93 -0.68% Q1 2026 May 11, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 13,560 770 0.1% 0.06% 872 +6,077 81.21% Q1 2026 Apr 08, 2026
Cordgrass Capital Advisors, LLC History Reduced 13,566 770 0.18% 0.19% 873 -899 -6.22% Q1 2026 May 07, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 13,542 769 0.26% 0.25% 874 -320 -2.31% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 13,500 766 0.0% 875 +13,500 New Q1 2026 May 15, 2026
DAVIDSON TRUST CO History No change 13,471 764 0.33% 0.31% 876 0 0.0% Q1 2026 Apr 20, 2026
EverSource Wealth Advisors, LLC History Added to 13,447 763 0.02% 0.02% 877 +3,429 34.23% Q1 2026 May 15, 2026
DECISION INVESTMENTS, INC History Added to 13,447 763 0.87% 0.77% 878 +523 4.05% Q1 2026 Apr 21, 2026
Idaho Trust Co History Added to 13,431 762 0.25% 0.22% 879 +1,223 10.02% Q1 2026 May 08, 2026
Round Rock Advisors LLC History No change 13,417 761 0.12% 0.11% 880 0 0.0% Q1 2026 May 15, 2026
Evanson Asset Management, LLC History Reduced 13,398 760 0.04% 0.07% 882 -10,737 -44.49% Q1 2026 Apr 08, 2026
Strid Group, LLC History Reduced 13,393 760 0.09% 0.11% 881 -3,034 -18.47% Q1 2026 Apr 29, 2026
Mirabaud & Cie SA History Reduced 13,360 758 0.31% 0.25% 883 -690 -4.91% Q1 2026 May 05, 2026
Betterment LLC History Added to 13,318 756 0.0% 0.0% 884 +1,669 14.33% Q1 2026 May 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 13,290 754 0.18% 0.14% 885 +3,745 39.24% Q1 2026 May 07, 2026
PKS Advisory Services, LLC History Added to 13,145 752 0.17% 0.14% 886 +1,640 14.25% Q1 2026 May 13, 2026
Pictet North America Advisors SA History Reduced 13,191 749 0.07% 3.05% 887 -574,965 -97.76% Q1 2026 Apr 14, 2026
Marathon Trading Investment Management LLC History New 13,196 749 0.02% 888 +13,196 New Q1 2026 May 14, 2026
Trust Co History Added to 13,172 748 0.07% 0.06% 889 +1,557 13.41% Q1 2026 Apr 13, 2026
Farmers & Merchants Trust Co of Long Beach History No change 13,164 747 0.18% 0.16% 890 0 0.0% Q1 2026 Apr 16, 2026
Brookstone Capital Management History Added to 13,101 743 0.01% 0.0% 891 +6,635 102.61% Q1 2026 Apr 16, 2026
Rockingstone Advisors LLC History Added to 13,080 742 0.34% 0.3% 892 +1,000 8.28% Q1 2026 Apr 09, 2026
WealthShield Partners, LLC History No change 13,065 741 0.08% 0.08% 893 0 0.0% Q1 2026 May 01, 2026
Cypress Wealth Services, LLC History Reduced 13,033 740 0.1% 0.11% 894 -987 -7.04% Q1 2026 Apr 15, 2026
Embree Financial Group History Reduced 13,040 740 0.09% 0.09% 895 -125 -0.95% Q1 2026 Apr 23, 2026
Integrated Advisors Network LLC History Reduced 13,014 739 0.04% 0.15% 896 -50,453 -79.49% Q1 2026 Apr 28, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 12,985 737 0.34% 0.32% 897 +488 3.9% Q1 2026 May 05, 2026
Cascade Financial Partners, LLC History No change 12,968 736 0.08% 0.07% 898 0 0.0% Q1 2026 May 12, 2026
Buska Wealth Management, LLC History New 12,905 732 0.29% 900 +12,905 New Q1 2026 Apr 13, 2026
FOSTER & MOTLEY INC History Reduced 12,894 732 0.04% 0.05% 899 -3,678 -22.19% Q1 2026 Apr 21, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 12,853 729 0.02% 0.02% 901 -977 -7.06% Q1 2026 May 13, 2026
Genus Capital Management Inc. History Reduced 12,843 729 0.08% 0.09% 902 -884 -6.44% Q1 2026 May 01, 2026
Wellington Shields Capital Management, LLC History New 12,750 724 0.11% 904 +12,750 New Q1 2026 May 04, 2026
Sovran Advisors, LLC History Added to 11,319 724 0.06% 0.05% 903 +526 4.87% Q1 2026 May 01, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 11,260 722 0.3% 0.28% 905 +943 9.14% Q1 2026 May 04, 2026
CSM Advisors, LLC History Added to 12,700 721 0.02% 0.01% 906 +5,400 73.97% Q1 2026 May 15, 2026
McKinley Carter Wealth Services, Inc. History No change 12,683 720 0.04% 0.04% 907 0 0.0% Q1 2026 Apr 20, 2026
Trail Ridge Investment Advisors, LLC History Reduced 12,626 717 0.31% 0.33% 909 -1,600 -11.25% Q1 2026 May 05, 2026
Pinnacle Bancorp, Inc. History Reduced 12,628 717 0.21% 0.21% 908 -307 -2.37% Q1 2026 Apr 22, 2026
WEDBUSH SECURITIES INC History Added to 12,583 715 0.02% 0.02% 910 +1,398 12.5% Q1 2026 Apr 21, 2026
Fonville Wealth Management LLC History Reduced 12,606 715 0.14% 0.14% 911 -19 -0.15% Q1 2026 Apr 20, 2026
Visionary Wealth Advisors History Added to 12,539 712 0.03% 0.03% 912 +692 5.84% Q1 2026 May 13, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 11,757 710 0.2% 0.82% 913 -41,742 -78.02% Q1 2026 Apr 30, 2026
COOPER/HAIMS ADVISORS, LLC History Reduced 12,489 709 0.33% 0.33% 914 -797 -6.0% Q1 2026 May 12, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 12,475 708 0.1% 0.08% 915 0 0.0% Q1 2026 Apr 14, 2026
Conservest Capital Advisors, Inc. History Added to 12,463 707 0.06% 0.05% 916 +1,597 14.7% Q1 2026 May 04, 2026
Vise Technologies, Inc. History No change 12,909 706 0.01% 0.01% 917 0 0.0% Q1 2026 Apr 21, 2026
TSA Wealth Managment LLC History Reduced 12,407 704 0.23% 0.26% 918 -1,988 -13.81% Q1 2026 May 01, 2026
W ADVISORS, LLC History No change 12,386 703 0.36% 0.34% 919 0 0.0% Q1 2026 Apr 29, 2026
VestGen Investment Management History New 12,315 699 0.39% 920 +12,315 New Q1 2026 May 12, 2026
SURIENCE PRIVATE WEALTH LLC History Added to 12,291 698 0.75% 0.23% 922 +8,306 208.43% Q1 2026 Apr 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 12,300 698 0.05% 0.03% 921 0 0.0% Q1 2026 May 08, 2026
ANB BANK History No change 12,289 697 0.28% 0.27% 923 0 0.0% Q1 2026 May 06, 2026
Foster Group, Inc. History No change 12,270 696 0.02% 0.02% 924 0 0.0% Q1 2026 Apr 13, 2026
WADDELL & ASSOCIATES, LLC History Added to 12,247 695 0.04% 0.04% 926 +857 7.52% Q1 2026 May 11, 2026
Clarkston Capital Partners, LLC History No change 12,250 695 0.05% 0.02% 925 0 0.0% Q1 2026 May 14, 2026
Lionsbridge Wealth Management LLC History Added to 12,187 692 0.7% 0.67% 927 +34 0.28% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 12,184 691 0.03% 0.02% 928 +24 0.2% Q1 2026 May 11, 2026
Diversified Trust Co History Added to 12,160 690 0.01% 0.01% 929 +3,244 36.38% Q1 2026 Apr 16, 2026
Bleakley Financial Group, LLC History Added to 12,127 688 0.01% 0.01% 930 +503 4.33% Q1 2026 May 04, 2026
Chesley Taft & Associates LLC History Reduced 12,076 685 0.03% 0.03% 931 -400 -3.21% Q1 2026 Apr 13, 2026
Narwhal Capital Management History No change 12,050 684 0.05% 0.05% 932 0 0.0% Q1 2026 Apr 23, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 12,000 681 0.11% 0.11% 933 0 0.0% Q1 2026 Apr 08, 2026
Parkside Financial Bank & Trust History Reduced 11,953 678 0.05% 0.05% 934 -653 -5.18% Q1 2026 May 13, 2026
VIRTUE ASSET MANAGEMENT LLC History Added to 11,901 675 0.54% 0.43% 935 +1,925 19.3% Q1 2026 May 12, 2026
Addison Capital Co History New 11,879 674 0.12% 936 +11,879 New Q1 2026 Apr 29, 2026
Bonfire Financial History Added to 11,857 673 0.51% 0.48% 937 +29 0.25% Q1 2026 May 06, 2026
Boltwood Capital Management History Added to 11,803 670 0.17% 0.17% 938 +5 0.04% Q1 2026 Apr 07, 2026
Constant Guidance Financial LLC History New 11,764 668 0.46% 939 +11,764 New Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Added to 11,744 666 0.05% 0.04% 940 +1,545 15.15% Q1 2026 Apr 14, 2026
UMB Bank, n.a. History Added to 11,725 665 0.01% 0.0% 941 +7,454 174.53% Q1 2026 May 11, 2026
1492 Capital Management LLC History Reduced 11,664 662 0.25% 0.25% 942 -113 -0.96% Q1 2026 Apr 22, 2026
Apella Capital, LLC History Added to 10,361 659 0.01% 0.01% 943 +2,981 40.39% Q1 2026 Apr 20, 2026
Revolve Wealth Partners, LLC History Reduced 11,573 657 0.09% 0.07% 944 -1 -0.01% Q1 2026 Apr 10, 2026
Cornerstone Wealth Group, LLC History Added to 10,534 655 0.04% 0.04% 945 +31 0.3% Q1 2026 Apr 22, 2026
Polymer Capital Management (HK) LTD History New 11,523 654 0.06% 946 +11,523 New Q1 2026 May 14, 2026
Crusonia Wealth Advisors LLC History No change 11,483 652 0.13% 0.14% 947 0 0.0% Q1 2026 May 12, 2026
FOCUSED ALPHA, LLC History Reduced 11,437 649 0.2% 0.19% 948 -380 -3.22% Q1 2026 May 12, 2026
Pallas Capital Advisors LLC History New 11,371 645 0.02% 949 +11,371 New Q1 2026 Apr 21, 2026
Element Wealth, LLC History Added to 11,357 644 0.27% 0.25% 950 +114 1.01% Q1 2026 May 04, 2026
FourThought Financial Partners, LLC History Added to 11,329 643 0.06% 0.05% 951 +878 8.4% Q1 2026 May 07, 2026
DGS Capital Management, LLC History Reduced 11,276 640 0.11% 0.11% 952 -743 -6.18% Q1 2026 Apr 28, 2026
Dorsey & Whitney Trust CO LLC History Added to 11,247 638 0.04% 0.02% 953 +4,085 57.04% Q1 2026 May 14, 2026
Brand Asset Management Group, Inc. History Reduced 11,247 638 0.17% 0.17% 954 -69 -0.61% Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Reduced 11,225 637 0.01% 0.06% 955 -82,668 -88.04% Q1 2026 Apr 28, 2026
Trust Point Inc. History New 11,227 637 0.06% 957 +11,227 New Q1 2026 Apr 15, 2026
B. Riley Wealth Advisors, Inc. History Reduced 11,643 637 0.04% 0.03% 956 -453 -3.75% Q1 2026 Apr 24, 2026
Aerodigm Wealth, LLC History Reduced 11,164 634 0.24% 0.25% 958 -641 -5.43% Q1 2026 Apr 21, 2026
TPG Financial Advisors, LLC History New 11,140 632 0.21% 959 +11,140 New Q1 2026 May 08, 2026
Vivaldi Capital Management LP History No change 11,128 631 0.09% 0.08% 960 0 0.0% Q1 2026 May 14, 2026
Horst & Graben Wealth Management LLC History Reduced 9,903 630 0.09% 0.08% 961 -89 -0.89% Q1 2026 Apr 28, 2026
Washington Trust Advisors, Inc. History Reduced 11,056 627 0.05% 0.1% 962 -13,561 -55.09% Q1 2026 Apr 06, 2026
BFI Infinity Ltd. History Reduced 11,000 624 0.35% 0.38% 963 -28,800 -72.36% Q1 2026 Apr 13, 2026
Intellectus Partners, LLC History Added to 10,986 623 0.13% 0.1% 964 +1,144 11.62% Q1 2026 Apr 10, 2026
Cranbrook Wealth Management, LLC History Reduced 10,958 622 0.13% 0.13% 965 -728 -6.23% Q1 2026 Apr 15, 2026
Asempa Wealth Advisors History Reduced 10,823 619 0.54% 0.51% 966 -8 -0.07% Q1 2026 Apr 08, 2026
Ascentis Independent Advisors History Added to 10,873 617 0.05% 0.05% 967 +5,601 106.24% Q1 2026 Apr 28, 2026
HOWARD FINANCIAL SERVICES, LTD. History New 10,830 615 0.07% 968 +10,830 New Q1 2026 Apr 07, 2026
ShoreHaven Wealth Partners, LLC History Added to 10,829 614 0.22% 0.21% 969 +1 0.01% Q1 2026 May 13, 2026
Ramiah Investment Group History Reduced 10,803 613 0.62% 3.07% 971 -46,589 -81.18% Q1 2026 Apr 21, 2026
Moneda S.A. Administradora General de Fondos History Reduced 10,803 613 0.5% 1.13% 970 -12,285 -53.21% Q1 2026 May 15, 2026
American Investment Services, Inc. History Reduced 10,794 612 0.14% 0.14% 972 -225 -2.04% Q1 2026 May 13, 2026
Alexander Randolph Advisory, Inc. History No change 10,726 609 0.53% 0.49% 973 0 0.0% Q1 2026 May 06, 2026
ROBERTS GLORE & CO INC /IL/ History New 10,713 608 0.17% 976 +10,713 New Q1 2026 May 04, 2026
MGO ONE SEVEN LLC History Added to 10,707 608 0.01% 0.01% 975 +3,066 40.13% Q1 2026 May 14, 2026
North Star Investment Management Corp. History Added to 10,717 608 0.04% 0.04% 974 +330 3.18% Q1 2026 Apr 23, 2026
ASSETMARK, INC History Added to 10,622 603 0.0% 0.0% 977 +3,524 49.65% Q1 2026 May 06, 2026
Compound Planning, Inc. History Added to 10,600 601 0.02% 0.01% 978 +1,674 18.75% Q1 2026 May 14, 2026
Arlington Trust Co LLC History No change 10,571 600 0.05% 0.06% 979 0 0.0% Q1 2026 Apr 08, 2026
Roundview Capital LLC History New 10,554 599 0.04% 981 +10,554 New Q1 2026 May 08, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 10,559 599 0.03% 0.01% 980 +6,485 159.18% Q1 2026 Apr 30, 2026
Snowden Capital Advisors LLC History Added to 10,457 593 0.02% 0.01% 982 +3,264 45.38% Q1 2026 May 14, 2026
Kagan Cocozza Asset Management History Added to 10,445 593 0.42% 0.4% 983 +191 1.86% Q1 2026 Apr 23, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,439 592 0.0% 0.0% 984 -7,219 -40.88% Q1 2026 Apr 29, 2026
SYNTAX RESEARCH, INC. History No change 10,418 591 0.38% 0.35% 985 0 0.0% Q1 2026 Apr 24, 2026
Sunflower Bank, N.A. History No change 10,400 590 0.15% 0.14% 986 0 0.0% Q1 2026 Apr 10, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History New 10,322 586 0.03% 987 +10,322 New Q1 2026 May 11, 2026
BURNEY CO/ History Reduced 10,292 584 0.02% 0.02% 988 -794 -7.16% Q1 2026 Apr 29, 2026
ADELL HARRIMAN & CARPENTER INC History Added to 10,253 582 0.04% 0.03% 989 +232 2.32% Q1 2026 May 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 10,142 575 0.04% 0.04% 990 +790 8.45% Q1 2026 Apr 30, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 10,118 574 0.0% 0.01% 991 -6,689 -39.8% Q1 2026 May 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 10,083 572 0.01% 0.01% 992 +1,315 15.0% Q1 2026 Apr 29, 2026
Missouri Trust & Investment Co History Reduced 10,060 571 0.17% 0.16% 993 -130 -1.28% Q1 2026 May 14, 2026
Winthrop Partners - WNY, LLC History No change 10,037 570 0.3% 0.3% 994 0 0.0% Q1 2026 May 07, 2026
Breachway Investments LLC History Added to 9,926 568 0.55% 0.57% 998 +45 0.46% Q1 2026 Apr 13, 2026
Aptus Capital Advisors, LLC History No change 10,011 568 0.0% 0.0% 995 0 0.0% Q1 2026 May 11, 2026
Systematic Alpha Investments, LLC History No change 10,018 568 0.02% 0.02% 996 0 0.0% Q1 2026 May 18, 2026
LJI Wealth Management, LLC History No change 10,012 568 0.09% 0.08% 997 0 0.0% Q1 2026 May 04, 2026
CSS LLC/IL History Reduced 10,000 567 0.03% 0.12% 999 -40,510 -80.2% Q1 2026 May 15, 2026
PING CAPITAL MANAGEMENT, INC. History New 10,000 567 0.16% 1001 +10,000 New Q1 2026 Apr 27, 2026
K.J. Harrison & Partners Inc History No change 10,000 567 0.09% 0.07% 1000 0 0.0% Q1 2026 Apr 28, 2026
Colter Lewis Investment Partners LLC History New 9,975 566 0.53% 1002 +9,975 New Q1 2026 May 15, 2026
Canandaigua National Trust Co of Florida History Reduced 9,886 561 0.45% 0.42% 1003 -2,383 -19.42% Q1 2026 Apr 08, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 9,831 558 0.2% 0.19% 1004 0 0.0% Q1 2026 Apr 14, 2026
Brown Miller Wealth Management, LLC History New 9,794 556 0.16% 1005 +9,794 New Q1 2026 Apr 23, 2026
TrinityBridge Ltd History No change 9,780 555 0.02% 0.01% 1006 0 0.0% Q1 2026 May 12, 2026
Adirondack Capital Advisors, LLC History Reduced 9,735 552 0.35% 0.36% 1007 -100 -1.02% Q1 2026 Apr 09, 2026
CROBAN History Reduced 9,658 548 0.26% 0.26% 1008 -256 -2.58% Q1 2026 May 12, 2026
Morton Capital Management LLC/CA History No change 9,631 546 0.08% 0.08% 1009 0 0.0% Q1 2026 Apr 21, 2026
Novak & Powell Financial Services, Inc. History Reduced 8,698 545 0.29% 0.29% 1010 -631 -6.76% Q1 2026 May 14, 2026
Innovative Asset Advisors Group, LLC History New 9,583 544 0.31% 1011 +9,583 New Q1 2026 May 12, 2026
Ascent Group, LLC History Reduced 9,548 542 0.02% 0.02% 1013 -28 -0.29% Q1 2026 May 15, 2026
SB Capital Management Inc History No change 9,918 542 0.2% 0.2% 1012 0 0.0% Q4 2025 Feb 20, 2026
SAX WEALTH ADVISORS, LLC History No change 9,901 541 0.03% 0.03% 1014 0 0.0% Q1 2026 Apr 08, 2026
Fund Evaluation Group, LLC History New 9,470 537 0.02% 1015 +9,470 New Q1 2026 May 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 9,405 534 0.01% 0.01% 1017 +1,175 14.28% Q1 2026 May 11, 2026
Sage Financial Management Group, Inc. History Reduced 9,405 534 0.16% 0.16% 1016 -122 -1.28% Q1 2026 Apr 21, 2026
Edge Financial Advisors LLC History No change 9,752 533 0.22% 0.22% 1018 0 0.0% Q4 2025 Jan 28, 2026
O'ROURKE & COMPANY, Inc History Added to 9,357 531 0.21% 0.19% 1019 +452 5.08% Q1 2026 May 14, 2026
CogentBlue Wealth Advisors, LLC History Reduced 9,334 530 0.36% 0.37% 1020 -691 -6.89% Q1 2026 Apr 16, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 9,321 529 0.27% 0.26% 1021 0 0.0% Q1 2026 Apr 22, 2026
CENTAURUS FINANCIAL, INC. History Reduced 9,268 526 0.02% 0.2% 1022 -68,857 -88.14% Q1 2026 May 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 9,279 526 0.01% 0.01% 1024 -10,826 -53.85% Q1 2026 May 11, 2026
Retirement Planning Group, LLC History Added to 9,273 526 0.02% 0.01% 1023 +5,261 131.13% Q1 2026 May 04, 2026
Powell Investment Advisors, LLC History Reduced 9,253 525 0.18% 0.19% 1025 -878 -8.67% Q1 2026 Apr 23, 2026
Thrive Wealth Management, LLC History Added to 9,246 525 0.08% 0.07% 1026 +319 3.57% Q1 2026 Apr 09, 2026
One Capital Management, LLC History Added to 9,233 524 0.01% 0.01% 1027 +458 5.22% Q1 2026 May 12, 2026
Essex Financial Services, Inc. History Added to 9,069 515 0.03% 0.02% 1028 +1,458 19.16% Q1 2026 Apr 24, 2026
Diversified Portfolios, Inc. History Added to 9,074 515 0.04% 0.04% 1029 +30 0.33% Q1 2026 May 06, 2026
HCR Wealth Advisors History Added to 9,063 514 0.05% 0.05% 1030 +660 7.85% Q1 2026 Apr 21, 2026
Strategic Blueprint, LLC History Reduced 9,050 513 0.03% 0.03% 1031 -988 -9.84% Q1 2026 Apr 29, 2026
AlphaCore Capital LLC History Reduced 9,009 511 0.01% 0.01% 1032 -25 -0.28% Q1 2026 May 15, 2026
CHAPIN DAVIS, INC. History Added to 8,962 508 0.11% 0.11% 1033 +563 6.7% Q1 2026 Apr 21, 2026
Stordahl Capital Management, Inc. History Reduced 8,934 507 0.1% 0.1% 1034 -383 -4.11% Q1 2026 Apr 15, 2026
SAXON INTERESTS, INC. History Reduced 8,898 505 0.17% 0.21% 1036 -2,184 -19.71% Q1 2026 Apr 29, 2026
Endowment Wealth Management, Inc. History Reduced 8,900 505 0.22% 0.23% 1035 -95 -1.06% Q1 2026 May 08, 2026
Well Done, LLC History Added to 8,883 504 0.07% 0.07% 1038 +482 5.74% Q1 2026 Apr 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 8,916 504 0.0% 0.0% 1037 +478 5.66% Q1 2026 May 14, 2026
Gilliland Jeter Wealth Management LLC History No change 8,841 502 0.15% 0.15% 1039 0 0.0% Q1 2026 Apr 24, 2026
Empirical Asset Management, LLC History Added to 8,778 498 0.13% 0.12% 1041 +881 11.16% Q1 2026 May 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 8,782 498 0.01% 0.01% 1040 +858 10.83% Q1 2026 May 05, 2026
Fisher Asset Management, LLC History New 8,759 497 0.0% 1043 +8,759 New Q1 2026 May 05, 2026
Pandora Wealth, Inc. History No change 9,093 497 0.3% 0.3% 1042 0 0.0% Q4 2025 Feb 04, 2026
Capital Advisors, Ltd. LLC History Added to 8,701 494 0.06% 0.01% 1044 +6,743 344.38% Q1 2026 Apr 16, 2026
Key FInancial Inc History Added to 8,710 494 0.09% 0.08% 1045 +504 6.14% Q1 2026 Apr 24, 2026
MFA Wealth Services History Added to 8,705 494 0.33% 0.31% 1046 +217 2.56% Q1 2026 Apr 21, 2026
Canal Capital Management, LLC History Added to 8,686 493 0.07% 0.07% 1047 +64 0.74% Q1 2026 Apr 27, 2026
Canopy Partners, LLC History Reduced 8,673 492 0.17% 0.23% 1049 -4,385 -33.58% Q1 2026 May 11, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 8,669 492 0.11% 0.11% 1048 0 0.0% Q1 2026 Apr 02, 2026
180 WEALTH ADVISORS, LLC History Reduced 8,649 491 0.06% 0.05% 1051 -25 -0.29% Q1 2026 May 01, 2026
REDW Wealth LLC History No change 8,656 491 0.2% 0.18% 1050 0 0.0% Q1 2026 May 07, 2026
NORDEN GROUP LLC History Added to 8,622 489 0.05% 0.04% 1053 +489 6.01% Q1 2026 Apr 15, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 7,839 489 0.13% 0.13% 1052 0 0.0% Q1 2026 Apr 17, 2026
GUIDANCE CAPITAL, INC History Reduced 7,472 488 0.11% 0.29% 1057 -13,081 -63.65% Q1 2026 May 08, 2026
Argent Advisors, Inc. History Reduced 8,610 488 0.13% 0.14% 1055 -340 -3.8% Q1 2026 Apr 24, 2026
Sightline Wealth Advisors, LLC History Added to 8,605 488 0.21% 0.2% 1056 +15 0.17% Q1 2026 Apr 15, 2026
TRUST CO OF OKLAHOMA History No change 8,600 488 0.14% 0.14% 1054 0 0.0% Q1 2026 Apr 20, 2026
Sage Capital Advisors,llc History Reduced 8,584 487 0.11% 0.11% 1058 -49 -0.57% Q1 2026 Apr 07, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 8,558 486 0.04% 0.03% 1059 -850 -9.03% Q1 2026 May 11, 2026
PACK Private Wealth, LLC History No change 8,575 486 0.22% 0.21% 1060 0 0.0% Q1 2026 May 15, 2026
Gibbs Wealth Management History Added to 8,551 485 0.06% 0.07% 1061 +3,174 59.03% Q1 2026 May 13, 2026
HighRoad Wealth Advisors, LLC History Reduced 8,504 482 0.47% 0.45% 1063 -205 -2.35% Q1 2026 Apr 14, 2026
REBALANCE, LLC History No change 8,505 482 0.03% 0.03% 1062 0 0.0% Q1 2026 May 11, 2026
Private Wealth Advisors, LLC History No change 8,421 478 0.13% 0.15% 1064 0 0.0% Q1 2026 May 13, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 8,330 473 0.37% 0.38% 1065 +64 0.77% Q1 2026 May 05, 2026
PRIVATE TRUST CO NA History Reduced 8,306 471 0.04% 0.04% 1066 -70 -0.84% Q1 2026 Apr 30, 2026
WASHINGTON TRUST Co History Reduced 8,284 470 0.02% 0.02% 1067 -315 -3.66% Q1 2026 Apr 06, 2026
HM PAYSON & CO History Reduced 8,208 466 0.01% 0.01% 1068 -221 -2.62% Q1 2026 Apr 13, 2026
Discipline Wealth Solutions, LLC History Added to 8,212 466 0.05% 0.08% 1069 +187 2.33% Q1 2026 Apr 17, 2026
BENJAMIN EDWARDS INC History New 8,204 465 0.0% 1070 +8,204 New Q1 2026 May 12, 2026
Bedel Financial Consulting, Inc. History No change 8,153 463 0.05% 0.05% 1071 0 0.0% Q1 2026 May 04, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 8,150 462 0.04% 0.02% 1072 +2,150 35.83% Q1 2026 May 15, 2026
JDM Financial Group LLC History No change 8,144 462 0.18% 0.17% 1073 0 0.0% Q1 2026 May 20, 2026
FIRST HORIZON CORP History No change 8,093 459 0.02% 0.02% 1074 0 0.0% Q1 2026 Apr 30, 2026
Bridgewater Advisors Inc. History Reduced 6,806 457 0.03% 0.06% 1076 -9,265 -57.65% Q1 2026 May 14, 2026
Indiana Trust & Investment Management Co History No change 8,056 457 0.14% 0.13% 1075 0 0.0% Q1 2026 Apr 28, 2026
TAGStone Capital, Inc. History No change 7,996 454 0.16% 0.16% 1077 0 0.0% Q1 2026 May 11, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 7,985 453 0.0% 0.0% 1078 +123 1.56% Q1 2026 May 14, 2026
Vawter Financial, Ltd. History Reduced 7,977 453 0.19% 0.19% 1079 -85 -1.05% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 7,958 451 0.01% 0.01% 1080 +1,971 32.92% Q1 2026 May 12, 2026
David J Yvars Group History Reduced 7,947 451 0.25% 0.23% 1082 -118 -1.46% Q1 2026 Apr 08, 2026
Moss Adams Wealth Advisors LLC History No change 7,942 451 0.03% 0.03% 1081 0 0.0% Q1 2026 Apr 23, 2026
YARGER WEALTH STRATEGIES, LLC History New 7,930 450 0.18% 1083 +7,930 New Q1 2026 May 13, 2026
Shared Vision Wealth Group LLC History No change 7,922 449 0.18% 0.19% 1084 0 0.0% Q1 2026 May 06, 2026
COOKSON PEIRCE & CO INC History Added to 7,900 448 0.02% 0.02% 1085 +365 4.84% Q1 2026 Apr 30, 2026
Hardin Capital Partners, LLC History Added to 7,853 445 0.21% 0.2% 1086 +104 1.34% Q1 2026 Apr 08, 2026
Briaud Financial Planning Inc History New 7,830 444 0.12% 1088 +7,830 New Q1 2026 Apr 10, 2026
Gibson Capital, LLC History No change 7,820 444 0.08% 0.08% 1087 0 0.0% Q1 2026 Apr 17, 2026
17 CAPITAL PARTNERS, LLC History Added to 7,815 443 0.23% 0.17% 1089 +1,620 26.15% Q1 2026 May 13, 2026
Intrua Financial, LLC History Reduced 7,810 443 0.05% 0.05% 1090 -49 -0.62% Q1 2026 Apr 23, 2026
Park Edge Advisors, LLC History Reduced 7,790 442 0.1% 0.15% 1091 -4,235 -35.22% Q1 2026 Apr 20, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 7,772 441 0.05% 0.04% 1092 +530 7.32% Q1 2026 Apr 16, 2026
Trivium Point Advisory, LLC History Added to 7,779 441 0.08% 0.04% 1093 +396 5.36% Q1 2026 Apr 21, 2026
American Trust History Added to 7,738 439 0.04% 0.03% 1095 +314 4.23% Q1 2026 May 01, 2026
Inscription Capital, LLC History No change 7,745 439 0.05% 0.04% 1094 0 0.0% Q1 2026 Apr 20, 2026
OneAscent Financial Services LLC History New 7,709 437 0.02% 1097 +7,709 New Q1 2026 Apr 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 7,712 437 0.01% 0.01% 1096 -2,805 -26.67% Q1 2026 May 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 7,663 435 0.06% 0.03% 1098 +3,190 71.32% Q1 2026 Apr 13, 2026
Banque Transatlantique SA History No change 7,656 434 0.01% 0.01% 1099 0 0.0% Q1 2026 May 13, 2026
Finivi Inc. History New 7,615 432 0.24% 1101 +7,615 New Q1 2026 Apr 10, 2026
Summit Wealth Partners, LLC History New 7,611 432 0.07% 1100 +7,611 New Q1 2026 Apr 17, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Reduced 7,584 430 0.35% 0.38% 1102 -44 -0.58% Q1 2026 May 05, 2026
IBEX WEALTH ADVISORS History New 7,553 428 0.04% 1103 +7,553 New Q1 2026 Apr 30, 2026
Gateway Wealth Partners, LLC History New 7,498 425 0.02% 1104 +7,498 New Q1 2026 May 15, 2026
Clark Asset Management, LLC History Added to 7,436 422 0.04% 0.04% 1105 +83 1.13% Q1 2026 Apr 16, 2026
Ameritas Advisory Services, LLC History Added to 7,423 421 0.02% 0.01% 1106 +476 6.85% Q1 2026 May 12, 2026
Aprio Wealth Management, LLC History Added to 7,403 420 0.02% 0.02% 1108 +1,817 32.53% Q1 2026 May 11, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History No change 7,405 420 0.02% 0.02% 1107 0 0.0% Q1 2026 May 15, 2026
Piscataqua Savings Bank History No change 7,400 420 0.3% 0.28% 1109 0 0.0% Q1 2026 Apr 10, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 7,379 419 0.19% 0.42% 1110 -14,129 -65.69% Q1 2026 Apr 15, 2026
Aspect Partners, LLC History Reduced 7,358 417 0.17% 0.91% 1113 -30,499 -80.56% Q1 2026 Apr 02, 2026
Investment Advisory Group, LLC History Added to 7,347 417 0.11% 0.06% 1112 +2,789 61.19% Q1 2026 Apr 22, 2026
BlackDiamond Wealth Management, LLC History Added to 7,356 417 0.2% 0.21% 1111 +83 1.14% Q1 2026 May 12, 2026
Ironwood Financial, llc History Reduced 7,342 416 0.07% 0.07% 1114 -24 -0.33% Q1 2026 Apr 16, 2026
Consilium Wealth Advisory, LLC History Added to 7,325 415 0.14% 0.11% 1116 +1,825 33.18% Q1 2026 Apr 20, 2026
Prime Capital Investment Advisors, LLC History Reduced 7,308 415 0.0% 0.0% 1115 -383 -4.98% Q1 2026 May 08, 2026
Aspen Capital Management, LLC History No change 7,314 415 0.1% 0.1% 1117 0 0.0% Q1 2026 Apr 17, 2026
Summit Financial Strategies, Inc. History Reduced 7,296 414 0.03% 0.04% 1118 -1,220 -14.33% Q1 2026 May 01, 2026
MMBG INVESTMENT ADVISORS CO. History No change 7,275 413 0.04% 0.03% 1119 0 0.0% Q1 2026 Apr 30, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 7,243 411 0.06% 0.05% 1120 +1,180 19.46% Q1 2026 Apr 08, 2026
Triad Wealth Partners, LLC History Reduced 7,248 411 0.03% 0.04% 1121 -606 -7.72% Q1 2026 Apr 16, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 7,228 410 0.09% 0.09% 1122 +4 0.06% Q1 2026 Apr 15, 2026
Capital Square, LLC History Reduced 6,403 408 0.19% 0.22% 1123 -1,619 -20.18% Q1 2026 May 11, 2026
Facet Wealth, Inc. History Added to 7,181 407 0.01% 0.01% 1124 +1,075 17.61% Q1 2026 May 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7,445 407 0.14% 0.14% 1125 0 0.0% Q4 2025 Jan 20, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History New 7,145 405 0.03% 1127 +7,145 New Q1 2026 May 12, 2026
CFG Wealth Management Services, Inc. History Reduced 7,349 405 0.37% 0.38% 1126 -230 -3.03% Q1 2026 May 07, 2026
Vigilare Wealth Management History Added to 7,114 404 0.14% 0.1% 1129 +1,822 34.43% Q1 2026 Apr 01, 2026
DIVERSIFIED MANAGEMENT INC History Added to 7,129 404 0.07% 0.07% 1128 +1,696 31.22% Q1 2026 Apr 09, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 7,104 403 0.07% 1131 +7,104 New Q1 2026 Apr 28, 2026
Wedmont Private Capital History New 6,674 403 0.01% 1132 +6,674 New Q1 2026 Apr 09, 2026
Sovereign Investment Advisors, LLC History Added to 7,112 403 0.09% 0.08% 1130 +1,511 26.98% Q1 2026 May 12, 2026
LOOMIS SAYLES & CO L P History New 7,073 401 0.0% 1133 +7,073 New Q1 2026 May 14, 2026
NICOLET BANKSHARES INC History New 6,995 400 0.01% 1136 +6,995 New Q1 2026 May 14, 2026
Triangle Securities Wealth Management History No change 7,056 400 0.09% 0.08% 1134 0 0.0% Q1 2026 Apr 20, 2026
Security Financial Services, INC. History No change 7,315 400 0.06% 0.06% 1135 0 0.0% Q4 2025 Jan 27, 2026
Cottage Street Advisors LLC History Added to 7,000 397 0.17% 0.12% 1138 +2,000 40.0% Q1 2026 Apr 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,991 397 0.04% 0.04% 1137 0 0.0% Q1 2026 Apr 15, 2026
Sierra Capital LLC History No change 6,991 397 0.04% 0.04% 1139 0 0.0% Q1 2026 May 15, 2026
Wealth Forward, LLC History Reduced 6,988 396 0.22% 0.22% 1140 -226 -3.13% Q1 2026 May 04, 2026
BEACON FINANCIAL GROUP History Reduced 6,952 394 0.04% 0.04% 1141 -200 -2.8% Q1 2026 Apr 30, 2026
North Berkeley Wealth Management, LLC History Reduced 6,933 393 0.21% 0.23% 1143 -247 -3.44% Q1 2026 May 15, 2026
Peterson Wealth Advisors, LLC History No change 6,935 393 0.05% 0.05% 1142 0 0.0% Q1 2026 Apr 09, 2026
Fielder Capital Group LLC History New 6,904 392 0.09% 1145 +6,904 New Q1 2026 May 12, 2026
GW&K Investment Management, LLC History No change 6,898 392 0.0% 0.0% 1144 0 0.0% Q1 2026 May 13, 2026
Cornerstone Wealth Advisors, Inc. History Added to 6,895 391 0.09% 0.09% 1146 +200 2.99% Q1 2026 Apr 09, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 6,893 391 0.3% 0.28% 1147 -131 -1.87% Q1 2026 May 08, 2026
Palumbo Wealth Management LLC History Reduced 6,869 390 0.1% 0.09% 1148 -19 -0.28% Q1 2026 May 12, 2026
OARSMAN CAPITAL, INC. History Reduced 6,840 388 0.05% 0.07% 1149 -2,379 -25.81% Q1 2026 Apr 27, 2026
Advisor OS, LLC History Reduced 6,819 387 0.03% 0.04% 1151 -1,771 -20.62% Q1 2026 May 07, 2026
COURIER CAPITAL LLC History Reduced 6,830 387 0.02% 0.02% 1150 -49 -0.71% Q1 2026 Apr 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 6,815 387 0.19% 0.19% 1152 0 0.0% Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History New 6,787 385 0.03% 1153 +6,787 New Q1 2026 May 12, 2026
PATTEN & PATTEN INC/TN History Added to 6,766 384 0.02% 0.02% 1154 +206 3.14% Q1 2026 May 01, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,765 384 0.12% 0.12% 1155 0 0.0% Q1 2026 Apr 14, 2026
Proficio Capital Partners LLC History Reduced 6,753 383 0.02% 0.65% 1156 -163,690 -96.04% Q1 2026 May 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 6,756 383 0.01% 1157 +6,756 New Q1 2026 May 01, 2026
Stephenson & Company, Inc. History Reduced 6,729 382 0.21% 0.2% 1158 -65 -0.96% Q1 2026 May 12, 2026
Lifestyle Asset Management, Inc. History Reduced 6,712 381 0.12% 0.89% 1159 -43,249 -86.57% Q1 2026 Apr 10, 2026
JTC Employer Solutions Trustee Ltd History No change 6,718 381 0.03% 0.02% 1160 0 0.0% Q1 2026 May 19, 2026
Reflection Asset Management History No change 6,721 381 0.27% 0.27% 1161 0 0.0% Q4 2025 Mar 02, 2026
Retirement Planning Co of New England, Inc. History Added to 6,701 380 0.15% 0.13% 1162 +544 8.84% Q1 2026 May 08, 2026
Trace Wealth Advisors, LLC History Added to 6,675 379 0.28% 0.15% 1164 +2,850 74.51% Q1 2026 May 13, 2026
Harbour Capital Advisors, LLC History No change 5,984 379 0.07% 0.07% 1163 0 0.0% Q1 2026 Apr 29, 2026
NICOLET ADVISORY SERVICES, LLC History No change 6,516 377 0.03% 0.03% 1165 0 0.0% Q4 2025 Feb 13, 2026
Genesis Financial Group, LLC History Added to 6,590 374 0.24% 0.2% 1167 +125 1.93% Q1 2026 May 18, 2026
Greenspring Advisors, LLC History Reduced 6,597 374 0.02% 0.02% 1166 -44 -0.66% Q1 2026 May 04, 2026
CGC Financial Services, LLC History No change 6,582 373 0.11% 0.1% 1168 0 0.0% Q1 2026 Apr 13, 2026
Noble Wealth Management PBC History Added to 6,555 372 0.19% 0.14% 1169 +1,505 29.8% Q1 2026 Apr 02, 2026
FLAGSTAR ADVISORS INC History Added to 6,527 370 0.13% 0.1% 1170 +850 14.97% Q1 2026 May 12, 2026
Archford Capital Strategies, LLC History Reduced 6,525 370 0.04% 0.04% 1171 -61 -0.93% Q1 2026 Apr 15, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History New 6,500 369 0.12% 1172 +6,500 New Q1 2026 May 15, 2026
Dunhill Financial, LLC History Added to 6,463 367 0.09% 0.08% 1173 +721 12.56% Q1 2026 May 06, 2026
Frederick Financial Consultants, LLC History Added to 6,454 366 0.18% 0.19% 1174 +252 4.06% Q1 2026 May 14, 2026
Summit Financial, LLC History Added to 6,431 365 0.0% 0.0% 1175 +1,281 24.87% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History Added to 6,418 364 0.02% 0.02% 1176 +1,117 21.07% Q1 2026 Apr 17, 2026
Venturi Wealth Management, LLC History Reduced 6,409 363 0.02% 0.02% 1177 -619 -8.81% Q1 2026 Apr 21, 2026
Van Hulzen Asset Management, LLC History Added to 6,386 362 0.03% 0.02% 1178 +855 15.46% Q1 2026 May 14, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 6,340 360 0.09% 0.09% 1179 -500 -7.31% Q1 2026 May 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 6,328 359 0.04% 0.04% 1180 -98 -1.53% Q1 2026 Apr 30, 2026
CIM, LLC History No change 6,326 359 0.05% 0.05% 1181 0 0.0% Q1 2026 May 18, 2026
Zhang Financial LLC History No change 6,331 359 0.01% 0.01% 1182 0 0.0% Q1 2026 May 06, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 6,310 358 0.03% 0.02% 1183 +896 16.55% Q1 2026 Apr 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 6,310 358 0.09% 0.09% 1184 0 0.0% Q1 2026 Apr 22, 2026
Signal Advisors Wealth, LLC History Reduced 6,298 357 0.02% 0.04% 1187 -2,733 -30.26% Q1 2026 Apr 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 6,291 357 0.0% 0.0% 1185 0 0.0% Q1 2026 Apr 22, 2026
SAGE RHINO CAPITAL LLC History No change 6,291 357 0.07% 0.06% 1186 0 0.0% Q1 2026 Apr 28, 2026
PARTHENON LLC History No change 6,276 356 0.04% 0.04% 1188 0 0.0% Q1 2026 Apr 28, 2026
Hurley Capital, LLC History Reduced 6,261 355 0.19% 0.19% 1189 -25 -0.4% Q1 2026 May 06, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 6,258 355 0.17% 0.16% 1191 +10 0.16% Q1 2026 Apr 27, 2026
TSFG, LLC History No change 6,247 355 0.05% 0.05% 1190 0 0.0% Q1 2026 Apr 27, 2026
Courage Miller Partners, LLC History No change 6,238 354 0.1% 0.1% 1192 0 0.0% Q1 2026 Apr 24, 2026
PARK NATIONAL CORP /OH/ History New 6,227 353 0.01% 1197 +6,227 New Q1 2026 Apr 16, 2026
Forum Private Client Group LLC History Reduced 6,228 353 0.12% 0.12% 1196 -80 -1.27% Q1 2026 May 13, 2026
PROFFITT & GOODSON INC History No change 6,222 353 0.05% 0.05% 1193 0 0.0% Q1 2026 May 06, 2026
DEARBORN PARTNERS LLC History No change 6,233 353 0.02% 0.02% 1194 0 0.0% Q1 2026 May 12, 2026
Topel & Distasi Wealth Management, LLC History No change 6,231 353 0.18% 0.17% 1195 0 0.0% Q1 2026 May 06, 2026
Crumly & Associates Inc. History Reduced 6,158 349 0.07% 0.09% 1199 -1,300 -17.43% Q1 2026 Apr 02, 2026
Pettinga Financial Advisors LLC History Reduced 6,153 349 0.07% 0.07% 1198 -1,025 -14.28% Q1 2026 Apr 13, 2026
Evernest Financial Advisors, LLC History No change 5,460 347 0.07% 0.07% 1200 0 0.0% Q1 2026 May 04, 2026
Vermillion Wealth Management, Inc. History Reduced 6,102 346 0.14% 0.15% 1201 -549 -8.25% Q1 2026 Apr 17, 2026
DDFG, Inc History Reduced 6,102 346 0.07% 0.08% 1202 -273 -4.28% Q1 2026 Apr 22, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 6,087 345 0.12% 0.14% 1203 -200 -3.18% Q1 2026 May 14, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History New 6,060 344 0.02% 1205 +6,060 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,069 344 0.02% 0.02% 1204 +125 2.1% Q1 2026 May 07, 2026
LCNB CORP History Added to 6,041 343 0.12% 0.11% 1206 +75 1.26% Q1 2026 May 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 6,012 341 0.05% 0.07% 1208 -2,333 -27.96% Q1 2026 Apr 20, 2026
Tradition Wealth Management, LLC History Added to 6,009 341 0.02% 0.02% 1207 +173 2.96% Q1 2026 May 15, 2026
MRP Capital Investments, LLC History Added to 6,000 340 0.3% 0.18% 1211 +2,000 50.0% Q1 2026 May 14, 2026
Partners in Financial Planning History Reduced 5,991 340 0.06% 0.06% 1212 -140 -2.28% Q1 2026 May 11, 2026
Douglass Winthrop Advisors, LLC History No change 6,000 340 0.01% 0.01% 1209 0 0.0% Q1 2026 May 13, 2026
Chemistry Wealth Management LLC History No change 5,991 340 0.06% 0.06% 1210 0 0.0% Q1 2026 Apr 09, 2026
GHP Investment Advisors, Inc. History No change 5,922 336 0.01% 0.01% 1213 0 0.0% Q1 2026 Apr 21, 2026
CVA Family Office, LLC History No change 5,926 336 0.04% 0.04% 1214 0 0.0% Q1 2026 Apr 29, 2026
Crabel Capital Management, LLC History Reduced 5,916 335 3.1% 0.6% 1215 -8,633 -59.34% Q1 2026 May 14, 2026
Maridea Wealth Management LLC History New 5,887 334 0.05% 1217 +5,887 New Q1 2026 Apr 21, 2026
SOA Wealth Advisors, LLC. History No change 5,889 334 0.06% 0.05% 1216 0 0.0% Q1 2026 May 20, 2026
Navigation Group, LLC History New 5,871 333 0.08% 1220 +5,871 New Q1 2026 May 05, 2026
MCF Advisors LLC History No change 5,875 333 0.01% 0.02% 1218 0 0.0% Q1 2026 May 11, 2026
Peak Asset Management, LLC History No change 5,865 333 0.06% 0.05% 1219 0 0.0% Q1 2026 May 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 5,860 332 0.02% 0.07% 1221 -525,062 -98.9% Q1 2026 May 12, 2026
Evelyn Partners Investment Management LLP History Added to 5,820 330 0.01% 0.01% 1222 +770 15.25% Q1 2026 May 15, 2026
Greenwich Wealth Management LLC History No change 5,800 329 0.01% 0.01% 1223 0 0.0% Q1 2026 May 12, 2026
Beacon Bank & Trust History Reduced 5,719 324 0.07% 0.06% 1224 -76 -1.31% Q1 2026 Apr 28, 2026
Walkner Condon Financial Advisors LLC History No change 5,690 323 0.04% 0.04% 1225 0 0.0% Q1 2026 Apr 28, 2026
PINNACLE ASSOCIATES LTD History Added to 5,684 322 0.0% 0.0% 1226 +1,788 45.89% Q1 2026 Apr 21, 2026
Wealth Dimensions Group, Ltd. History Reduced 5,679 322 0.06% 0.06% 1227 -59 -1.03% Q1 2026 May 11, 2026
POWER WEALTH MANAGEMENT LLC History New 5,653 321 0.12% 1229 +5,653 New Q1 2026 May 14, 2026
5T Wealth, LLC History Reduced 5,666 321 0.13% 0.13% 1228 -319 -5.33% Q1 2026 Apr 13, 2026
First Bancorp, Inc /ME/ History No change 5,639 320 0.16% 0.16% 1230 0 0.0% Q1 2026 Apr 20, 2026
Frisch Financial Group, Inc. History No change 5,638 320 0.07% 0.07% 1231 0 0.0% Q1 2026 May 05, 2026
CIDEL ASSET MANAGEMENT INC History New 5,633 319 0.02% 1232 +5,633 New Q1 2026 Apr 17, 2026
Sentry LLC History No change 5,563 315 0.1% 0.08% 1233 0 0.0% Q1 2026 Apr 22, 2026
Noble Family Wealth, LLC History No change 5,500 312 0.06% 0.06% 1234 0 0.0% Q1 2026 Apr 23, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 5,471 310 0.25% 0.24% 1235 0 0.0% Q1 2026 May 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 5,446 309 0.04% 0.05% 1236 -758 -12.22% Q1 2026 Apr 24, 2026
Live Oak Private Wealth LLC History No change 5,453 309 0.04% 0.04% 1237 0 0.0% Q1 2026 Apr 20, 2026
Koshinski Asset Management, Inc. History Added to 5,427 308 0.02% 0.02% 1238 +206 3.95% Q1 2026 Apr 27, 2026
Wernau Asset Management Inc. History No change 5,440 308 0.21% 0.16% 1239 0 0.0% Q1 2026 Apr 22, 2026
1900 WEALTH MANAGEMENT LLC History Added to 5,420 307 0.02% 0.02% 1240 +361 7.14% Q1 2026 Apr 17, 2026
Accelerate Investment Advisors LLC History No change 5,340 303 0.2% 0.2% 1241 0 0.0% Q1 2026 Apr 13, 2026
HOEY INVESTMENTS, INC History Reduced 5,317 301 0.04% 0.04% 1242 -320 -5.68% Q1 2026 Apr 28, 2026
COFG Advisors, LLC History New 5,292 300 0.07% 1244 +5,292 New Q1 2026 May 11, 2026
Braun-Bostich & Associates Inc. History Reduced 5,300 300 0.19% 0.19% 1243 -256 -4.61% Q1 2026 Apr 15, 2026
LMG Wealth Partners, LLC History No change 5,274 299 0.05% 0.05% 1245 0 0.0% Q1 2026 Apr 17, 2026
Key Client Fiduciary Advisors, LLC History Added to 5,249 298 0.1% 0.08% 1246 +742 16.46% Q1 2026 Apr 09, 2026
Aznar Financial Advisors, LLC History No change 5,450 298 0.29% 0.29% 1247 0 0.0% Q4 2025 Feb 19, 2026
Mechanics Bank Trust Department History Added to 5,242 297 0.04% 0.03% 1248 +996 23.46% Q1 2026 Apr 09, 2026
Praetorian Wealth Management, Inc. History No change 4,920 297 0.06% 0.05% 1249 0 0.0% Q1 2026 Apr 09, 2026
Choate Investment Advisors History No change 5,222 296 0.01% 0.01% 1250 0 0.0% Q1 2026 May 13, 2026
Strong Retirement Solutions LLC History No change 5,227 296 0.21% 0.19% 1251 0 0.0% Q1 2026 Apr 20, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 5,197 295 0.02% 0.02% 1252 -496 -8.71% Q1 2026 Apr 29, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 5,179 294 0.02% 0.02% 1253 0 0.0% Q1 2026 Apr 14, 2026
Delta Investment Management, LLC History New 5,146 292 0.05% 1254 +5,146 New Q1 2026 May 12, 2026
MBL Wealth, LLC History Added to 5,126 291 0.02% 0.02% 1255 +23 0.45% Q1 2026 Apr 28, 2026
Empower Advisory Group, LLC History Reduced 5,118 290 0.0% 0.0% 1258 -871 -14.54% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 5,120 290 0.01% 0.01% 1257 +153 3.08% Q1 2026 Apr 29, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,330 290 0.03% 0.03% 1256 0 0.0% Q4 2025 Feb 13, 2026
Broyhill Asset Management, LLC History New 5,100 289 0.27% 1263 +5,100 New Q1 2026 May 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 5,092 289 0.02% 1262 +5,092 New Q1 2026 May 13, 2026
TRUEFG, LLC History Reduced 5,093 289 0.08% 0.08% 1261 -57 -1.11% Q1 2026 Apr 22, 2026
1834 INVESTMENT ADVISORS CO History No change 5,100 289 0.04% 0.04% 1259 0 0.0% Q1 2026 May 14, 2026
Global Strategic Investment Solutions, LLC History No change 5,092 289 0.03% 0.03% 1260 0 0.0% Q1 2026 Apr 29, 2026
Alpha Omega Wealth Management LLC History No change 5,082 288 0.05% 0.05% 1264 0 0.0% Q1 2026 Apr 07, 2026
Cadence Wealth Management LLC History Reduced 5,055 287 0.12% 0.19% 1266 -2,193 -30.26% Q1 2026 May 12, 2026
FDx Advisors, Inc. History Reduced 5,061 287 0.09% 0.14% 1265 -101 -1.96% Q1 2026 May 01, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 5,001 284 0.0% 0.0% 1269 -247 -4.71% Q1 2026 Apr 27, 2026
Main Management LLC History No change 5,000 284 0.02% 0.02% 1267 0 0.0% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 5,207 284 0.01% 0.01% 1268 0 0.0% Q4 2025 Feb 17, 2026
Private Wealth Management Group, LLC History No change 5,017 284 0.07% 0.07% 1270 0 0.0% Q1 2026 Apr 23, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History New 5,000 283 0.03% 1273 +5,000 New Q1 2026 May 14, 2026
Poehling Capital Management, INC. History New 5,000 283 0.06% 1274 +5,000 New Q1 2026 Apr 21, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 4,988 283 0.03% 0.02% 1272 +940 23.22% Q1 2026 May 12, 2026
SEARLE & CO. History No change 5,000 283 0.07% 0.07% 1271 0 0.0% Q1 2026 May 08, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 4,977 282 0.03% 1276 +4,977 New Q1 2026 Apr 30, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 4,969 282 0.06% 0.05% 1275 0 0.0% Q1 2026 Apr 21, 2026
Private Wealth Group, LLC History No change 4,960 281 0.13% 0.13% 1277 0 0.0% Q1 2026 Apr 23, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 4,936 280 0.17% 0.39% 1278 -5,881 -54.37% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 4,922 279 0.01% 0.02% 1280 -3,049 -38.25% Q1 2026 Apr 27, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 4,925 279 0.08% 0.08% 1279 -88 -1.76% Q1 2026 Apr 13, 2026
Accurate Wealth Management, LLC History New 4,596 278 0.03% 1282 +4,596 New Q1 2026 Apr 22, 2026
Jacobs Equity LLC History No change 4,900 278 0.25% 0.26% 1281 0 0.0% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History Added to 4,881 277 0.03% 0.03% 1283 +300 6.55% Q1 2026 Apr 15, 2026
Dynamic Financial Group History Added to 4,866 276 0.23% 0.19% 1286 +781 19.12% Q1 2026 May 12, 2026
Van Cleef Asset Management,Inc History No change 4,867 276 0.03% 0.03% 1284 0 0.0% Q1 2026 May 01, 2026
Marion Wealth Management History No change 4,877 276 0.06% 0.06% 1285 0 0.0% Q1 2026 May 12, 2026
Carrera Capital Advisors History Added to 4,831 274 0.04% 0.04% 1287 +302 6.67% Q1 2026 May 04, 2026
MONTAG A & ASSOCIATES INC History Added to 4,819 273 0.01% 0.01% 1288 +2,174 82.19% Q1 2026 Apr 29, 2026
Corundum Trust Company, INC History No change 4,810 273 0.62% 0.6% 1289 0 0.0% Q1 2026 Apr 15, 2026
STRATEGY ASSET MANAGERS LLC History New 4,802 272 0.04% 1291 +4,802 New Q1 2026 May 12, 2026
Transcendent Capital Group LLC History No change 4,801 272 0.12% 0.12% 1290 0 0.0% Q1 2026 Apr 27, 2026
Mosley Wealth Management History Reduced 5,083 271 0.12% 0.15% 1294 -790 -13.45% Q1 2026 Apr 27, 2026
CAPE ANN SAVINGS BANK History Added to 4,772 271 0.14% 0.13% 1292 +85 1.81% Q1 2026 Apr 27, 2026
Waterford Advisors, LLC History No change 4,967 271 0.09% 0.11% 1293 0 0.0% Q1 2026 May 15, 2026
Wealthfront Advisers LLC History New 4,758 270 0.0% 1295 +4,758 New Q1 2026 May 05, 2026
Cardinal Point Capital Management ULC History Reduced 4,750 269 0.02% 0.02% 1297 -200 -4.04% Q1 2026 Apr 20, 2026
Core Wealth Advisors, Inc. History No change 4,753 269 0.06% 0.07% 1296 0 0.0% Q1 2026 May 15, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 4,050 269 0.17% 0.18% 1298 0 0.0% Q1 2026 May 12, 2026
Note Advisors, LLC History No change 4,745 269 0.13% 0.14% 1299 0 0.0% Q1 2026 May 15, 2026
Stillwater Capital Advisors, LLC History No change 4,695 266 0.03% 0.03% 1300 0 0.0% Q1 2026 Apr 10, 2026
PW Nova Financial Services LLC History New 4,681 265 0.07% 1302 +4,681 New Q1 2026 Apr 15, 2026
Bellwether Advisors, LLC History New 4,667 265 0.04% 1301 +4,667 New Q1 2026 May 12, 2026
Valtinson Bruner Financial Planning LLC History Reduced 4,662 264 0.07% 0.07% 1303 -105 -2.2% Q1 2026 May 05, 2026
EASTERN BANK History Reduced 4,640 263 0.0% 0.0% 1304 -50 -1.07% Q1 2026 Apr 07, 2026
Dentgroup LLC History No change 4,817 263 0.18% 0.18% 1305 0 0.0% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History New 4,623 262 0.0% 1307 +4,623 New Q1 2026 May 12, 2026
Williams Jones Wealth Management, LLC. History New 4,620 262 0.0% 1306 +4,620 New Q1 2026 May 05, 2026
UNION SAVINGS BANK History No change 4,609 261 0.11% 0.11% 1308 0 0.0% Q1 2026 Apr 17, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 4,574 259 0.12% 1310 +4,574 New Q1 2026 Apr 28, 2026
Keebeck Wealth Management History Reduced 4,568 259 0.03% 0.03% 1309 -45 -0.98% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 4,538 257 0.0% 0.0% 1311 +1,461 47.48% Q1 2026 May 08, 2026
Hedges Asset Management LLC History No change 4,700 257 0.18% 0.18% 1312 0 0.0% Q4 2025 Jan 27, 2026
Citizens Business Bank History No change 4,518 256 0.04% 0.04% 1313 0 0.0% Q1 2026 May 01, 2026
National Philanthropic Trust History Reduced 4,498 255 0.0% 0.01% 1315 -8,417 -65.17% Q1 2026 May 15, 2026
ATWOOD & PALMER INC History Reduced 4,499 255 0.01% 0.01% 1314 -124 -2.68% Q1 2026 Apr 15, 2026
Hills Bank & Trust Co History No change 4,479 254 0.01% 0.01% 1316 0 0.0% Q1 2026 May 01, 2026
Hegarty Advisors, LLC History No change 4,489 254 0.2% 0.21% 1317 0 0.0% Q1 2026 Apr 30, 2026
Copia Wealth Management History Added to 4,445 252 0.17% 0.12% 1320 +1,360 44.08% Q1 2026 May 04, 2026
CX Institutional History Added to 4,445 252 0.01% 0.01% 1318 +252 6.01% Q1 2026 Apr 06, 2026
Leo Wealth, LLC History No change 4,451 252 0.02% 0.02% 1319 0 0.0% Q1 2026 May 05, 2026
Patten Group, Inc. History Added to 4,408 250 0.04% 0.04% 1322 +272 6.58% Q1 2026 Apr 24, 2026
Alesco Advisors, LLC, An ESL Co History No change 4,415 250 0.01% 0.01% 1321 0 0.0% Q1 2026 May 13, 2026
Jackson Hole Capital Partners, LLC History No change 4,392 249 0.04% 0.04% 1323 0 0.0% Q1 2026 May 08, 2026
Strathmore Capital Advisors, Inc. History New 3,905 248 0.07% 1326 +3,905 New Q1 2026 Apr 27, 2026
Jupiter Wealth Management LLC History Reduced 3,700 248 0.1% 0.1% 1324 -75 -1.99% Q1 2026 May 14, 2026
Polaris Investment Advisors, LLC History Reduced 4,372 248 0.18% 0.17% 1325 -54 -1.22% Q1 2026 Apr 21, 2026
Ellis Investment Partners, LLC History New 4,359 247 0.04% 1329 +4,359 New Q1 2026 May 12, 2026
TCP Asset Management, LLC History New 4,359 247 0.03% 1330 +4,359 New Q1 2026 Apr 10, 2026
Thomasville National Bank History No change 4,522 247 0.02% 0.02% 1327 0 0.0% Q4 2025 Jan 26, 2026
London & Capital Asset Management Ltd History No change 4,368 247 0.0% 0.0% 1328 0 0.0% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Added to 4,292 245 0.01% 0.01% 1331 +1,911 80.26% Q1 2026 Apr 27, 2026
POM Investment Strategies, LLC History Reduced 4,309 244 0.3% 7.85% 1332 -274,775 -98.46% Q1 2026 May 11, 2026
SPIREPOINT PRIVATE CLIENT, LLC History New 4,310 244 0.02% 1334 +4,310 New Q1 2026 Apr 22, 2026
Forum Financial Management, LP History New 4,303 244 0.0% 1333 +4,303 New Q1 2026 Apr 23, 2026
Moors & Cabot, Inc. History Added to 4,263 242 0.01% 0.01% 1335 +600 16.38% Q1 2026 May 08, 2026
MAYPORT, LLC History New 4,255 241 0.04% 1337 +4,255 New Q1 2026 Apr 21, 2026
Dakota Wealth Management History New 4,248 241 0.01% 1336 +4,248 New Q1 2026 May 07, 2026
ANCHOR CAPITAL ADVISORS LLC History New 4,236 240 0.01% 1340 +4,236 New Q1 2026 May 12, 2026
Berkeley Capital Partners, LLC History Reduced 4,234 240 0.06% 0.06% 1339 -528 -11.09% Q1 2026 May 06, 2026
Circle Wealth Management, LLC History Added to 4,239 240 0.0% 0.0% 1338 +80 1.92% Q1 2026 May 11, 2026
Soltis Investment Advisors LLC History New 4,213 239 0.02% 1342 +4,213 New Q1 2026 Apr 27, 2026
Windsor Capital Management, LLC History Reduced 4,224 239 0.07% 0.07% 1341 -559 -11.69% Q1 2026 Apr 10, 2026
BlueChip Wealth Advisors LLC History Reduced 4,625 238 0.1% 0.21% 1343 -4,676 -50.27% Q1 2026 May 05, 2026
Creekside Partners History No change 4,204 238 0.1% 0.1% 1344 0 0.0% Q1 2026 Apr 21, 2026
Bravias Capital Group, LLC History Added to 4,188 237 0.15% 0.14% 1346 +60 1.45% Q1 2026 Apr 28, 2026
Sageworth Trust Co History No change 4,186 237 0.01% 0.01% 1345 0 0.0% Q1 2026 Apr 29, 2026
IFG Advisors, LLC History No change 4,171 236 0.04% 0.04% 1347 0 0.0% Q1 2026 Apr 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 4,152 235 0.02% 0.01% 1348 +339 8.89% Q1 2026 Apr 20, 2026
Shepherd Street Advisors LLC History No change 4,151 235 0.23% 0.22% 1349 0 0.0% Q1 2026 Apr 21, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 4,117 233 0.22% 0.22% 1350 0 0.0% Q1 2026 Apr 21, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 4,100 232 0.08% 0.25% 1352 -7,800 -65.55% Q1 2026 May 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 4,100 232 0.0% 1353 +4,100 New Q1 2026 May 14, 2026
Minot DeBlois Advisors LLC History No change 4,100 232 0.21% 0.2% 1351 0 0.0% Q1 2026 May 08, 2026
Mayfair Advisory Group, LLC History No change 4,072 231 0.08% 0.09% 1354 0 0.0% Q1 2026 Apr 21, 2026
Schneider Downs Wealth Management Advisors, LP History No change 4,051 230 0.03% 0.02% 1355 0 0.0% Q1 2026 May 14, 2026
SHUFRO ROSE & CO LLC History No change 4,039 229 0.02% 0.01% 1356 0 0.0% Q1 2026 May 15, 2026
William Howard & Co Financial Advisors Inc History No change 4,048 229 0.2% 0.19% 1357 0 0.0% Q1 2026 Apr 30, 2026
Hiley Hunt Wealth Management History No change 4,043 229 0.1% 0.1% 1358 0 0.0% Q1 2026 Apr 06, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 4,022 228 0.03% 0.07% 1362 -6,671 -62.39% Q1 2026 Apr 27, 2026
Dana Investment Advisors, Inc. History New 4,023 228 0.01% 1363 +4,023 New Q1 2026 May 14, 2026
Leisure Capital Management History No change 4,025 228 0.08% 0.07% 1359 0 0.0% Q1 2026 May 08, 2026
Destiny Wealth Partners, LLC History No change 4,017 228 0.02% 0.03% 1360 0 0.0% Q1 2026 May 11, 2026
New Hampshire Trust History No change 4,026 228 0.05% 0.04% 1361 0 0.0% Q1 2026 Apr 20, 2026
Bank of Jackson Hole Trust History Added to 4,003 227 0.11% 0.08% 1365 +876 28.01% Q1 2026 May 12, 2026
Argentarii, LLC History No change 4,000 227 0.08% 0.07% 1364 0 0.0% Q1 2026 May 12, 2026
Global View Capital Management LLC History New 3,995 226 0.06% 1368 +3,995 New Q1 2026 May 04, 2026
Kathmere Capital Management, LLC History New 3,980 226 0.01% 1367 +3,980 New Q1 2026 Apr 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History New 3,559 226 0.08% 1366 +3,559 New Q1 2026 Apr 28, 2026
KICKSTAND VENTURES, LLC. History Reduced 3,955 224 0.05% 0.05% 1370 -273 -6.46% Q1 2026 May 05, 2026
Concord Wealth Partners History Reduced 3,950 224 0.03% 0.03% 1369 -10 -0.25% Q1 2026 May 01, 2026
GWN SECURITIES INC. History Reduced 3,929 223 0.04% 0.12% 1371 -6,560 -62.54% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History New 3,940 223 0.01% 1373 +3,940 New Q1 2026 May 14, 2026
GC Wealth Management RIA, LLC History No change 3,942 223 0.01% 0.01% 1372 0 0.0% Q1 2026 May 14, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 3,925 222 0.05% 0.05% 1374 0 0.0% Q1 2026 Apr 16, 2026
Saranac Partners Ltd History New 6,165 221 0.09% 1375 +6,165 New Q1 2026 May 15, 2026
Elm Partners Management LLC History New 4,025 220 0.01% 1378 +4,025 New Q1 2026 May 13, 2026
McGowan Group Asset Management, Inc. History New 3,883 220 0.03% 1377 +3,883 New Q1 2026 May 11, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 3,885 220 0.1% 0.09% 1376 0 0.0% Q1 2026 Apr 29, 2026
Fiscal Wisdom Wealth Management, LLC History New 3,843 218 0.21% 1382 +3,843 New Q1 2026 May 06, 2026
Murphy & Mullick Capital Management Corp History Added to 3,851 218 0.16% 0.14% 1381 +250 6.94% Q1 2026 Apr 17, 2026
TKG Advisors, LLC History Added to 3,852 218 0.09% 0.08% 1379 +2 0.05% Q1 2026 Apr 24, 2026
Marathon Strategic Advisors, LLC History No change 3,853 218 0.16% 0.16% 1380 0 0.0% Q1 2026 Apr 15, 2026
Clearstead Trust, LLC History No change 3,830 217 0.04% 0.03% 1383 0 0.0% Q1 2026 May 06, 2026
Strategic Investment Advisors / MI History No change 3,838 217 0.01% 0.02% 1384 0 0.0% Q1 2026 May 18, 2026
LOM Asset Management Ltd History Added to 3,820 216 0.06% 0.03% 1385 +1,770 86.34% Q1 2026 May 05, 2026
Midwest Financial Partners Investments, Inc. History No change 3,787 215 0.11% 0.12% 1386 0 0.0% Q1 2026 Apr 23, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 3,775 214 0.07% 0.07% 1388 -112 -2.88% Q1 2026 May 05, 2026
Financial Guidance Group, Inc. History No change 3,777 214 0.09% 0.08% 1387 0 0.0% Q1 2026 Apr 23, 2026
Wealthstar Advisors, LLC History New 3,761 213 0.1% 1389 +3,761 New Q1 2026 Apr 27, 2026
Dedeker Financial LLC History New 3,753 213 0.19% 1390 +3,753 New Q1 2026 Apr 15, 2026
Wilson & Boucher Capital Management, LLC History New 3,710 210 0.14% 1391 +3,710 New Q1 2026 May 18, 2026
Commerce Advisors, LLC History New 3,686 209 0.18% 1393 +3,686 New Q1 2026 May 12, 2026
Lodestone Wealth Management LLC History Reduced 3,681 209 0.08% 0.08% 1392 -3 -0.08% Q1 2026 May 01, 2026
CENTRAL TRUST Co History Reduced 3,664 208 0.0% 0.0% 1394 -180 -4.68% Q1 2026 Apr 17, 2026
Banque Cantonale Vaudoise History No change 3,656 208 0.01% 0.01% 1395 0 0.0% Q1 2026 Apr 20, 2026
Bravera Wealth History New 3,642 206 0.09% 1396 +3,642 New Q1 2026 Apr 22, 2026
Trek Financial, LLC History Reduced 3,615 205 0.01% 1.2% 1398 -375,850 -99.05% Q1 2026 May 13, 2026
TRB Wealth Management, LLC History New 3,626 205 0.03% 1403 +3,626 New Q1 2026 May 14, 2026
Brightwater Advisory LLC History New 3,617 205 0.14% 1401 +3,617 New Q1 2026 Apr 30, 2026
BURNS J W & CO INC/NY History New 3,613 205 0.02% 1399 +3,613 New Q1 2026 Apr 17, 2026
InTrack Investment Management Inc History New 3,612 205 0.12% 1400 +3,612 New Q1 2026 Apr 06, 2026
Downshift Financial, LLC History New 3,278 205 0.11% 1402 +3,278 New Q1 2026 Apr 29, 2026
DAVIS R M INC History Reduced 3,616 205 0.0% 0.0% 1397 -100 -2.69% Q1 2026 May 13, 2026
Hyundai Investments Co., Ltd. History Reduced 3,737 204 0.23% 0.39% 1404 -3,640 -49.34% Q1 2026 May 15, 2026
Runnymede Capital Advisors, Inc. History New 3,596 204 0.18% 1406 +3,596 New Q1 2026 Apr 13, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 3,593 204 0.02% 1405 +3,593 New Q1 2026 Apr 30, 2026
Larson Financial Group LLC History Reduced 3,579 203 0.01% 0.01% 1407 -383 -9.67% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Reduced 3,545 201 0.0% 0.0% 1408 -300 -7.8% Q1 2026 May 01, 2026
SAPIENT CAPITAL LLC History New 3,533 200 0.0% 1410 +3,533 New Q1 2026 Apr 08, 2026
BridgePort Financial Solutions, LLC History New 3,530 200 0.06% 1411 +3,530 New Q1 2026 Apr 16, 2026
WealthPlan Investment Management, LLC History New 3,528 200 0.01% 1409 +3,528 New Q1 2026 Apr 29, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,470 197 0.03% 0.03% 1412 0 0.0% Q1 2026 May 06, 2026
Militia Capital Management LLC History New 372,500 193 0.04% 1413 +372,500 New Q1 2026 May 13, 2026
Breakwater Investment Management History Added to 3,394 192 0.07% 0.06% 1414 +120 3.67% Q1 2026 May 14, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 3,344 191 0.06% 0.06% 1415 -44 -1.3% Q1 2026 May 14, 2026
Cordant, Inc. History No change 3,375 191 0.08% 0.08% 1416 0 0.0% Q1 2026 Apr 13, 2026
Center for Financial Planning, Inc. History Added to 3,284 186 0.02% 0.0% 1418 +2,612 388.69% Q1 2026 May 04, 2026
Mascoma Wealth Management LLC History No change 3,277 186 0.04% 0.04% 1417 0 0.0% Q1 2026 Apr 30, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 3,260 185 0.05% 0.05% 1419 0 0.0% Q1 2026 Apr 27, 2026
SouthState Bank Corp History Added to 3,188 181 0.01% 0.01% 1420 +21 0.66% Q1 2026 May 05, 2026
Friedenthal Financial History Reduced 3,133 177 0.09% 0.11% 1421 -886 -22.05% Q1 2026 Apr 20, 2026
Quintet Private Bank (Europe) S.A. History No change 3,075 174 0.01% 0.01% 1422 0 0.0% Q1 2026 Apr 22, 2026
Park Square Financial Group, LLC History Reduced 2,934 166 1.26% 1.32% 1423 -2,419 -45.19% Q1 2026 May 13, 2026
Sage Mountain Advisors LLC History No change 2,901 164 0.01% 0.01% 1424 0 0.0% Q1 2026 May 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,820 160 0.02% 0.02% 1425 0 0.0% Q1 2026 Apr 08, 2026
Cherry Tree Wealth Management, LLC History No change 2,689 152 0.03% 0.03% 1426 0 0.0% Q1 2026 May 05, 2026
Topsail Wealth Management, LLC History No change 2,652 150 0.02% 0.02% 1427 0 0.0% Q1 2026 Apr 21, 2026
Hilltop National Bank History No change 2,640 149 0.04% 0.03% 1428 0 0.0% Q1 2026 Apr 02, 2026
Fairway Wealth LLC History Reduced 2,526 143 0.04% 0.12% 1429 -302,313 -99.17% Q1 2026 Apr 23, 2026
Ashford Advisors, LLC History New 2,515 142 0.03% 1431 +2,515 New Q1 2026 May 05, 2026
FAS Wealth Partners, Inc. History No change 2,601 142 0.01% 0.01% 1430 0 0.0% Q4 2025 Feb 18, 2026
Winch Advisory Services, LLC History No change 2,450 139 0.03% 0.03% 1432 0 0.0% Q1 2026 Apr 30, 2026
Capital Investment Advisory Services, LLC History Added to 2,439 138 0.01% 0.01% 1434 +821 50.74% Q1 2026 May 05, 2026
FIRST UNITED BANK & TRUST History Added to 2,430 138 0.04% 0.04% 1433 +15 0.62% Q1 2026 Apr 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 2,415 137 0.01% 0.01% 1435 -1,113 -31.55% Q1 2026 May 06, 2026
Westfuller Advisors, LLC History No change 2,375 134 0.06% 0.05% 1436 0 0.0% Q1 2026 Apr 28, 2026
City State Bank History Added to 2,290 130 0.03% 0.03% 1437 +60 2.69% Q1 2026 Apr 20, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 2,280 129 0.01% 0.02% 1438 -684 -23.08% Q1 2026 Apr 23, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,270 128 0.09% 0.08% 1439 0 0.0% Q1 2026 May 13, 2026
Ameliora Wealth Management Ltd. History No change 2,256 128 0.04% 0.04% 1440 0 0.0% Q1 2026 Apr 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,183 124 0.09% 0.09% 1441 0 0.0% Q1 2026 May 15, 2026
WHI TRUST Co LLC History No change 2,200 124 0.09% 0.09% 1442 0 0.0% Q1 2026 Apr 24, 2026
EPG Wealth Management LLC History No change 2,174 123 0.03% 0.03% 1443 0 0.0% Q1 2026 May 07, 2026
Curat Global, LLC History No change 2,072 117 0.12% 0.13% 1444 0 0.0% Q1 2026 Apr 21, 2026
McMillan Office, Inc. History No change 2,050 116 0.01% 0.01% 1445 0 0.0% Q1 2026 Apr 23, 2026
Operose Advisors LLC History New 2,005 113 0.03% 1448 +2,005 New Q1 2026 May 12, 2026
Allspring Global Investments Holdings, LLC History Added to 1,991 113 0.0% 0.0% 1447 +619 45.12% Q1 2026 May 05, 2026
CASTLEARK MANAGEMENT LLC History No change 2,000 113 0.0% 0.0% 1446 0 0.0% Q1 2026 May 15, 2026
Caldwell Trust Co History No change 1,910 108 0.01% 0.01% 1449 0 0.0% Q1 2026 Apr 22, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 1,875 106 0.03% 0.03% 1450 -201 -9.68% Q1 2026 Apr 17, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 1,842 104 0.0% 0.0% 1451 0 0.0% Q1 2026 May 13, 2026
WealthCollab, LLC History No change 1,840 104 0.04% 0.04% 1452 0 0.0% Q1 2026 May 13, 2026
BLUELINE ADVISORS LLC History No change 1,841 104 0.08% 0.08% 1453 0 0.0% Q1 2026 Apr 07, 2026
Wealth Preservation Advisors, LLC History Reduced 1,827 103 0.09% 0.1% 1454 -1,791 -49.5% Q1 2026 May 15, 2026
Ares Financial Consulting, LLC History No change 1,767 101 0.08% 0.09% 1455 0 0.0% Q1 2026 Apr 02, 2026
Rialto Wealth Management, LLC History No change 1,751 99 0.02% 0.02% 1456 0 0.0% Q1 2026 May 14, 2026
Coston, McIsaac & Partners History No change 1,743 98 0.02% 0.02% 1457 0 0.0% Q1 2026 Apr 22, 2026
Joseph Group Capital Management History Reduced 1,687 95 0.02% 0.03% 1458 -398 -19.09% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 1,689 95 0.0% 0.0% 1459 +180 11.93% Q1 2026 Apr 06, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,661 94 0.0% 0.0% 1460 0 0.0% Q1 2026 May 05, 2026
Asset Dedication, LLC History No change 1,712 93 0.01% 0.01% 1461 0 0.0% Q4 2025 Jan 26, 2026
Winthrop Capital Management, LLC History Reduced 1,615 92 0.02% 0.11% 1463 -6,718 -80.62% Q1 2026 Apr 28, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 1,627 92 0.01% 0.02% 1462 -298 -15.48% Q1 2026 May 06, 2026
TopTier Wealth Management, LLC History New 1,612 91 0.06% 1465 +1,612 New Q1 2026 May 05, 2026
Golden State Wealth Management, LLC History Added to 1,611 91 0.01% 0.0% 1464 +1,255 352.53% Q1 2026 Apr 28, 2026
Quarry LP History New 1,530 86 0.02% 1467 +1,530 New Q1 2026 May 15, 2026
Rosenberg Matthew Hamilton History No change 1,518 86 0.02% 0.02% 1466 0 0.0% Q1 2026 Apr 06, 2026
Blume Capital Management, Inc. History No change 1,500 85 0.01% 0.01% 1468 0 0.0% Q1 2026 May 01, 2026
Mill Capital Management, LLC History No change 1,500 85 0.01% 0.01% 1469 0 0.0% Q1 2026 May 04, 2026
Hanson & Doremus Investment Management History No change 1,453 83 0.01% 0.01% 1470 0 0.0% Q1 2026 Apr 17, 2026
Physician Wealth Advisors, Inc. History No change 1,464 83 0.01% 0.01% 1471 0 0.0% Q1 2026 Apr 24, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,427 81 0.02% 0.03% 1472 -878 -38.09% Q1 2026 Apr 29, 2026
West Financial Advisors, LLC History No change 1,418 80 0.01% 0.01% 1473 0 0.0% Q1 2026 Apr 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,405 79 0.02% 1475 +1,405 New Q1 2026 May 08, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,406 79 0.03% 0.03% 1474 0 0.0% Q1 2026 May 05, 2026
Ascentis Wealth Management, LLC History New 1,357 77 0.02% 1478 +1,357 New Q1 2026 Apr 28, 2026
Founders Financial Alliance, LLC History No change 1,357 77 0.01% 0.01% 1476 0 0.0% Q1 2026 May 11, 2026
Seneschal Advisors, LLC History No change 1,363 77 0.06% 0.05% 1477 0 0.0% Q1 2026 May 08, 2026
ORG Partners LLC History No change 1,357 74 0.01% 0.01% 1479 0 0.0% Q4 2025 Jan 14, 2026
LFA - Lugano Financial Advisors SA History Added to 1,261 71 0.04% 0.03% 1480 +133 11.79% Q1 2026 May 05, 2026
Tidemark, LLC History No change 1,259 71 0.02% 0.02% 1481 0 0.0% Q1 2026 May 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 1,234 70 0.03% 1484 +1,234 New Q1 2026 Apr 28, 2026
Financial Network Wealth Advisors LLC History Added to 1,241 70 0.07% 0.02% 1482 +859 224.87% Q1 2026 May 14, 2026
CURIO WEALTH, LLC History No change 1,241 70 0.02% 0.02% 1483 0 0.0% Q1 2026 May 11, 2026
Avalon Trust Co History New 1,200 68 0.0% 1485 +1,200 New Q1 2026 May 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 1,181 67 0.03% 0.02% 1486 -64 -5.14% Q1 2026 Apr 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,173 66 0.0% 0.0% 1487 +102 9.52% Q1 2026 May 06, 2026
Transamerica Financial Advisors, LLC History New 1,116 63 0.01% 1489 +1,116 New Q1 2026 May 15, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,120 63 0.0% 0.0% 1488 0 0.0% Q1 2026 May 07, 2026
Walsh & Associates, LLC History Reduced 1,101 62 0.06% 0.06% 1490 -12 -1.08% Q1 2026 May 15, 2026
Abound Wealth Management History Reduced 1,057 60 0.01% 0.02% 1492 -261 -19.8% Q1 2026 Apr 10, 2026
LRI Investments, LLC History Reduced 1,070 60 0.01% 0.01% 1493 -88 -7.6% Q1 2026 Apr 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,067 60 0.01% 0.01% 1491 0 0.0% Q1 2026 May 11, 2026
NWK Group, Inc. History New 1,049 59 0.02% 1494 +1,049 New Q1 2026 May 07, 2026
Strategic Wealth Partners, Ltd. History No change 1,036 58 0.0% 0.0% 1495 0 0.0% Q1 2026 May 12, 2026
Colonial Trust Co / SC History No change 1,034 58 0.01% 0.01% 1496 0 0.0% Q1 2026 May 12, 2026
JNBA Financial Advisors History No change 1,020 57 0.0% 0.0% 1497 0 0.0% Q1 2026 Apr 22, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 937 56 0.0% 0.0% 1498 0 0.0% Q1 2026 Apr 13, 2026
Financial Gravity Asset Management, Inc. History No change 1,000 56 0.01% 0.01% 1499 0 0.0% Q1 2026 May 08, 2026
Intesa Sanpaolo Wealth Management History No change 1,000 56 0.01% 0.01% 1500 0 0.0% Q1 2026 May 15, 2026
Sachetta, LLC History Added to 970 55 0.03% 0.02% 1502 +440 83.02% Q1 2026 May 01, 2026
BFSG, LLC History Reduced 979 55 0.01% 0.01% 1501 -381 -28.01% Q1 2026 Apr 28, 2026
Boreal Capital Management LLC History Reduced 980 55 0.04% 0.04% 1503 -100 -9.26% Q1 2026 May 14, 2026
Lloyd Advisory Services, LLC. History New 947 53 0.02% 1506 +947 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History New 947 53 0.02% 1507 +947 New Q1 2026 May 13, 2026
Smallwood Wealth Investment Management, LLC History Added to 938 53 0.03% 0.02% 1505 +106 12.74% Q1 2026 Apr 22, 2026
BOK Financial Private Wealth, Inc. History Reduced 950 53 0.0% 0.0% 1504 -103 -9.78% Q1 2026 May 12, 2026
Turim 21 Investimentos Ltda. History Reduced 890 50 0.01% 0.27% 1508 -11,733 -92.95% Q1 2026 May 15, 2026
Sankala Group LLC History No change 884 49 0.04% 0.04% 1509 0 0.0% Q1 2026 Mar 31, 2026
Tower Research Capital LLC (TRC) History Added to 837 47 0.0% 0.0% 1510 +614 275.34% Q1 2026 May 15, 2026
McIlrath & Eck, LLC History No change 842 47 0.0% 0.0% 1511 0 0.0% Q1 2026 May 19, 2026
WOLFF WIESE MAGANA LLC History Added to 822 46 0.03% 0.01% 1513 +602 273.64% Q1 2026 Apr 13, 2026
Gladwyn Financial Advisors, Inc. History Added to 812 46 0.03% 0.03% 1514 +53 6.98% Q1 2026 Apr 08, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 810 46 0.06% 0.05% 1512 0 0.0% Q1 2026 May 12, 2026
Gen-Wealth Partners Inc History Added to 797 45 0.01% 0.01% 1516 +1 0.13% Q1 2026 May 08, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 792 45 0.01% 0.01% 1515 0 0.0% Q1 2026 May 15, 2026
DUNCKER STREETT & CO INC History No change 785 44 0.01% 0.01% 1517 0 0.0% Q1 2026 Apr 29, 2026
Pacific Center for Financial Services History No change 789 44 0.01% 0.01% 1518 0 0.0% Q1 2026 May 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 768 43 0.03% 1520 +768 New Q1 2026 Apr 27, 2026
Centennial Bank/AR/ History No change 765 43 0.02% 0.02% 1519 0 0.0% Q1 2026 May 06, 2026
Magnolia Wealth Management, LLC History New 746 42 0.02% 1524 +746 New Q1 2026 May 06, 2026
HANTZ FINANCIAL SERVICES, INC. History New 736 42 0.0% 1523 +736 New Q1 2026 May 01, 2026
Peterson Wealth Services History No change 745 42 0.01% 0.01% 1521 0 0.0% Q1 2026 Apr 30, 2026
Navigoe, LLC History No change 742 42 0.02% 0.02% 1522 0 0.0% Q1 2026 May 01, 2026
ST GERMAIN D J CO INC History No change 732 41 0.0% 0.0% 1525 0 0.0% Q1 2026 Apr 13, 2026
TIAA Wealth Investment Management LLC History New 734 40 0.0% 1527 +734 New Q1 2026 May 12, 2026
Triumph Capital Management History Added to 709 40 0.01% 0.01% 1526 +6 0.85% Q1 2026 May 13, 2026
Horizon Investments, LLC History Reduced 500,200 39 0.0% 0.0% 1528 -157,725 -23.97% Q1 2026 May 14, 2026
Pillar Financial Advisors, LLC History No change 673 38 0.02% 0.02% 1529 0 0.0% Q1 2026 May 07, 2026
Financial Perspectives, Inc History No change 652 37 0.01% 0.01% 1530 0 0.0% Q1 2026 May 11, 2026
SHP Wealth Management History No change 636 36 0.0% 0.0% 1531 0 0.0% Q1 2026 May 08, 2026
Intentional Wealth Strategies, LLC History New 630 35 0.03% 1534 +630 New Q1 2026 May 05, 2026
Hickory Point Bank & Trust History New 627 35 0.02% 1533 +627 New Q1 2026 Apr 03, 2026
MANNING & NAPIER ADVISORS LLC History Added to 621 35 0.0% 0.0% 1532 +516 491.43% Q1 2026 Apr 30, 2026
MASECO LLP History Reduced 602 34 0.0% 0.0% 1537 -722 -54.53% Q1 2026 Apr 21, 2026
CrossGen Wealth, LLC History New 608 34 0.03% 1538 +608 New Q1 2026 Apr 22, 2026
Richardson Capital Management LLC History No change 612 34 0.02% 0.02% 1535 0 0.0% Q1 2026 May 12, 2026
Creative Capital Management Investments LLC History No change 600 34 0.01% 0.01% 1536 0 0.0% Q1 2026 Apr 21, 2026
Parvin Asset Management, LLC History New 594 33 0.02% 1540 +594 New Q1 2026 May 15, 2026
Fairscale Capital, LLC History No change 590 33 0.02% 0.02% 1539 0 0.0% Q1 2026 May 11, 2026
Elevated Capital Advisors, LLC History No change 564 32 0.01% 0.01% 1541 0 0.0% Q1 2026 Apr 30, 2026
Financial Freedom, LLC History No change 576 32 0.02% 0.02% 1542 0 0.0% Q1 2026 Apr 30, 2026
VANGUARD ADVISERS INC History New 559 31 0.0% 1546 +559 New Q1 2026 May 08, 2026
MidFirst Bank History Reduced 553 31 0.0% 0.0% 1545 -14 -2.47% Q1 2026 May 15, 2026
Covenant Partners, LLC History No change 571 31 0.01% 0.01% 1543 0 0.0% Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History No change 550 31 0.0% 0.0% 1544 0 0.0% Q1 2026 May 01, 2026
JGP Global Gestao de Recursos Ltda. History New 3,055 30 0.13% 1549 +3,055 New Q1 2026 May 08, 2026
TOMPKINS FINANCIAL CORP History No change 539 30 0.0% 0.0% 1547 0 0.0% Q1 2026 Apr 09, 2026
Front Row Advisors LLC History No change 540 30 0.01% 0.01% 1548 0 0.0% Q1 2026 May 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 528 29 0.0% 0.0% 1550 +300 131.58% Q1 2026 Apr 13, 2026
Berbice Capital Management LLC History New 500 28 0.02% 1555 +500 New Q1 2026 May 06, 2026
Addison Advisors LLC History Added to 508 28 0.01% 0.0% 1553 +486 2209.09% Q1 2026 May 08, 2026
Stone House Investment Management, LLC History Added to 498 28 0.01% 0.0% 1551 +52 11.66% Q1 2026 Apr 22, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 500 28 0.01% 0.01% 1552 0 0.0% Q1 2026 May 01, 2026
SSA SWISS ADVISORS AG History No change 520 28 0.01% 0.01% 1554 0 0.0% Q4 2025 Feb 26, 2026
Merkkuri Wealth Advisors LLC History New 484 27 0.02% 1557 +484 New Q1 2026 Apr 21, 2026
Keating Financial Advisory Services, Inc. History Added to 477 27 0.0% 0.0% 1556 +29 6.47% Q1 2026 May 15, 2026
Opal Wealth Advisors, LLC History New 469 26 0.01% 1559 +469 New Q1 2026 Apr 14, 2026
Hilton Head Capital Partners, LLC History No change 460 26 0.01% 0.01% 1558 0 0.0% Q1 2026 Apr 20, 2026
CNB Bank History No change 432 24 0.01% 0.01% 1560 0 0.0% Q1 2026 May 06, 2026
Register Financial Advisors LLC History No change 424 24 0.01% 0.01% 1561 0 0.0% Q1 2026 Apr 15, 2026
ASHTON THOMAS SECURITIES, LLC History New 421 23 0.0% 1566 +421 New Q1 2026 May 18, 2026
Reyes Financial Architecture, Inc. History New 405 23 0.02% 1567 +405 New Q1 2026 May 11, 2026
Comprehensive Financial Planning, Inc./PA History Added to 407 23 0.02% 0.0% 1564 +345 556.45% Q1 2026 Apr 07, 2026
Ameritas Investment Partners, Inc. History Added to 405 23 0.0% 0.0% 1562 +105 35.0% Q1 2026 May 13, 2026
Motiv8 Investments LLC History No change 429 23 0.01% 0.01% 1563 0 0.0% Q4 2025 Feb 13, 2026
Wilkerson Advisory Group LLC History No change 417 23 0.01% 0.01% 1565 0 0.0% Q1 2026 May 08, 2026
Osbon Capital Management LLC History No change 401 22 0.02% 0.02% 1568 0 0.0% Q1 2026 May 15, 2026
Chung Wu Investment Group, LLC History No change 400 22 0.02% 0.02% 1569 0 0.0% Q1 2026 May 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 400 22 0.02% 0.02% 1570 0 0.0% Q1 2026 Apr 21, 2026
Biltmore Family Office, LLC History No change 375 21 0.0% 0.0% 1571 0 0.0% Q1 2026 May 11, 2026
Avion Wealth History No change 385 21 0.0% 0.0% 1572 0 0.0% Q1 2026 May 01, 2026
MV CAPITAL MANAGEMENT, INC. History New 361 20 0.0% 1573 +361 New Q1 2026 Apr 30, 2026
Truvestments Capital LLC History New 340 19 0.0% 1577 +340 New Q1 2026 May 13, 2026
Bogart Wealth, LLC History Reduced 341 19 0.0% 0.0% 1575 -24 -6.58% Q1 2026 Apr 28, 2026
ADIRONDACK TRUST CO History No change 340 19 0.01% 0.01% 1574 0 0.0% Q1 2026 Apr 03, 2026
Templeton & Phillips Capital Management, LLC History No change 343 19 0.02% 0.01% 1576 0 0.0% Q1 2026 May 06, 2026
Bangor Savings Bank History Reduced 317 18 0.0% 0.0% 1579 -10 -3.06% Q1 2026 Apr 01, 2026
MOTCO History No change 334 18 0.0% 0.0% 1578 0 0.0% Q1 2026 Apr 22, 2026
DiNuzzo Private Wealth, Inc. History No change 326 18 0.0% 0.0% 1580 0 0.0% Q1 2026 Apr 08, 2026
Longview Financial Advisors LLC History No change 331 18 0.01% 0.01% 1581 0 0.0% Q1 2026 Apr 20, 2026
Plante Moran Financial Advisors, LLC History Reduced 311 17 0.0% 0.0% 1583 -162 -34.25% Q1 2026 May 05, 2026
MTM Investment Management, LLC History Added to 304 17 0.01% 0.0% 1587 +150 97.4% Q1 2026 May 06, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 300 17 0.0% 0.0% 1582 0 0.0% Q1 2026 Apr 22, 2026
Legacy Bridge, LLC History No change 300 17 0.01% 0.01% 1584 0 0.0% Q1 2026 May 14, 2026
Versant Capital Management, Inc History No change 315 17 0.0% 0.0% 1585 0 0.0% Q1 2026 Apr 06, 2026
Mechanics Financial Corp History No change 305 17 0.01% 0.01% 1586 0 0.0% Q1 2026 May 06, 2026
Heritage Wealth Advisors History Reduced 286 16 0.0% 0.25% 1588 -121,272 -99.76% Q1 2026 May 13, 2026
GeoWealth Management, LLC History Reduced 293 16 0.0% 0.16% 1589 -79,956 -99.63% Q1 2026 May 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 291 16 0.0% 0.0% 1590 0 0.0% Q1 2026 Apr 06, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 274 15 0.0% 1593 +274 New Q1 2026 May 15, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 270 15 0.01% 1594 +270 New Q1 2026 Apr 16, 2026
Pflug Koory, LLC History No change 277 15 0.01% 0.01% 1591 0 0.0% Q1 2026 Apr 21, 2026
Strategic Investment Solutions, Inc. /IL History No change 270 15 0.0% 0.0% 1592 0 0.0% Q1 2026 May 01, 2026
Meramec Financial Planners, LLC History No change 224 14 0.01% 0.01% 1595 0 0.0% Q1 2026 Apr 27, 2026
Strengthening Families & Communities, LLC History New 243 13 0.0% 1602 +243 New Q1 2026 May 11, 2026
FIRST COMMUNITY TRUST NA History New 229 13 0.01% 1601 +229 New Q1 2026 Apr 16, 2026
Westside Investment Management, Inc. History No change 245 13 0.0% 0.0% 1596 0 0.0% Q1 2026 May 04, 2026
Beaird Harris Wealth Management, LLC History No change 229 13 0.0% 0.0% 1597 0 0.0% Q1 2026 May 14, 2026
Root Financial Partners, LLC History No change 235 13 0.0% 0.0% 1598 0 0.0% Q1 2026 Apr 24, 2026
Fairman Group, LLC History No change 237 13 0.01% 0.01% 1599 0 0.0% Q1 2026 Apr 23, 2026
Millstone Evans Group, LLC History No change 231 13 0.01% 0.01% 1600 0 0.0% Q1 2026 Apr 30, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 220 12 0.01% 1605 +220 New Q1 2026 May 13, 2026
Portus Wealth Advisors, LLC History New 216 12 0.01% 1606 +216 New Q1 2026 Apr 22, 2026
Moisand Fitzgerald Tamayo, LLC History No change 225 12 0.0% 0.0% 1603 0 0.0% Q1 2026 Apr 14, 2026
Pacifica Partners Inc. History No change 213 12 0.0% 0.0% 1604 0 0.0% Q1 2026 Apr 09, 2026
Leo H. Evart, Inc. History New 182 10 0.01% 1613 +182 New Q1 2026 May 13, 2026
Activest Wealth Management History Added to 182 10 0.0% 0.0% 1609 +74 68.52% Q1 2026 Apr 15, 2026
American Capital Advisory, LLC History Added to 186 10 0.0% 0.0% 1611 +60 47.62% Q1 2026 Apr 29, 2026
Princeton Global Asset Management LLC History No change 180 10 0.0% 0.0% 1607 0 0.0% Q1 2026 Apr 22, 2026
Aberdeen Wealth Management LLC History No change 180 10 0.0% 0.0% 1608 0 0.0% Q1 2026 May 15, 2026
Morling Financial Advisors, LLC History No change 186 10 0.0% 0.0% 1610 0 0.0% Q1 2026 May 06, 2026
Barnes Dennig Private Wealth Management LLC History No change 179 10 0.01% 0.01% 1612 0 0.0% Q1 2026 Apr 22, 2026
IMG Wealth Management, Inc. History Added to 169 9 0.01% 0.0% 1616 +38 29.01% Q1 2026 May 15, 2026
Archer Investment Corp History No change 165 9 0.0% 0.0% 1614 0 0.0% Q1 2026 May 04, 2026
High Note Wealth, LLC History No change 168 9 0.0% 0.0% 1615 0 0.0% Q1 2026 May 11, 2026
Godfrey Financial Associates, Inc. History No change 160 9 0.01% 0.01% 1617 0 0.0% Q1 2026 May 11, 2026
SIMA Wealth Partners, LLC History New 150 8 0.01% 1620 +150 New Q1 2026 May 15, 2026
Armor Investment Advisors, LLC History No change 150 8 0.0% 0.0% 1618 0 0.0% Q1 2026 Apr 29, 2026
Caitlin John, LLC History No change 148 8 0.0% 0.01% 1619 0 0.0% Q1 2026 May 13, 2026
DecisionPoint Financial, LLC History New 130 7 0.0% 1628 +130 New Q1 2026 May 06, 2026
ESL Trust Services, LLC History No change 125 7 0.0% 0.0% 1621 0 0.0% Q1 2026 May 07, 2026
BALLAST ADVISORS LLC History No change 119 7 0.0% 0.0% 1622 0 0.0% Q1 2026 May 12, 2026
DHJJ Financial Advisors, Ltd. History No change 127 7 0.0% 0.0% 1623 0 0.0% Q1 2026 Apr 09, 2026
Corsicana & Co. History No change 175 7 0.0% 0.01% 1624 0 0.0% Q1 2026 May 13, 2026
Granite FO LLC History No change 138 7 0.0% 0.0% 1625 0 0.0% Q1 2026 May 12, 2026
Rossby Financial, LCC History No change 138 7 0.0% 0.0% 1626 0 0.0% Q1 2026 May 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 128 7 0.01% 0.01% 1627 0 0.0% Q1 2026 May 14, 2026
Scarborough Advisors, LLC History New 109 6 0.0% 1633 +109 New Q1 2026 May 07, 2026
PayPay Securities Corp History Reduced 102 6 0.21% 0.21% 1630 -29 -22.14% Q1 2026 Apr 23, 2026
Cheviot Value Management, LLC History No change 120 6 0.0% 0.0% 1629 0 0.0% Q1 2026 May 12, 2026
Quest 10 Wealth Builders, Inc. History No change 110 6 0.01% 0.01% 1631 0 0.0% Q1 2026 May 06, 2026
one8zero8, LLC History No change 119 6 0.0% 0.0% 1632 0 0.0% Q1 2026 May 07, 2026
Smartleaf Asset Management LLC History Reduced 104 5 0.0% 0.0% 1637 -173 -62.45% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Reduced 91 5 0.0% 0.0% 1635 -136 -59.91% Q1 2026 Apr 15, 2026
SYM FINANCIAL Corp History New 100 5 0.0% 1641 +100 New Q1 2026 May 08, 2026
DB Fitzpatrick & Co, Inc History No change 101 5 0.0% 0.0% 1634 0 0.0% Q1 2026 Apr 27, 2026
WEST PACES ADVISORS INC. History No change 100 5 0.0% 0.0% 1636 0 0.0% Q1 2026 May 05, 2026
Greykasell Wealth Strategies, Inc. History No change 90 5 0.0% 0.0% 1638 0 0.0% Q1 2026 May 07, 2026
AMERIFLEX GROUP, INC. History No change 105 5 0.0% 0.0% 1639 0 0.0% Q1 2026 May 15, 2026
Strive Financial Group ,LLC History No change 89 5 0.0% 0.0% 1640 0 0.0% Q1 2026 May 15, 2026
Daytona Street Capital LLC History Added to 77 4 0.0% 1646 +67 670.0% Q1 2026 Apr 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 71 4 0.0% 0.0% 1642 0 0.0% Q1 2026 May 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 82 4 0.0% 0.0% 1643 0 0.0% Q1 2026 Apr 16, 2026
Horrell Capital Management, Inc. History No change 75 4 0.0% 0.0% 1644 0 0.0% Q1 2026 Apr 30, 2026
Ironwood Wealth Management, LLC. History No change 73 4 0.0% 0.0% 1645 0 0.0% Q1 2026 Apr 23, 2026
NFSG Corp History New 70 3 0.0% 1647 +70 New Q1 2026 May 05, 2026
BankChampaign, National Association History New 69 3 0.0% 1648 +69 New Q1 2026 May 21, 2026
PlanVest Financial, Inc History New 39 2 0.0% 1652 +39 New Q1 2026 May 14, 2026
HOWE & RUSLING INC History No change 50 2 0.0% 0.0% 1649 0 0.0% Q1 2026 Apr 28, 2026
HHM Wealth Advisors, LLC History No change 37 2 0.0% 0.0% 1650 0 0.0% Q1 2026 Apr 17, 2026
Planning Project LLC History No change 47 2 0.0% 0.0% 1651 0 0.0% Q4 2025 Feb 12, 2026
Battery Global Advisors, LLC History Reduced 34 1 0.0% 0.11% 1653 -1,706 -98.05% Q1 2026 May 14, 2026
Providence Capital Advisors, LLC History Added to 31 1 0.0% 0.0% 1654 +6 24.0% Q1 2026 May 14, 2026
Gleason Group, Inc. History No change 32 1 0.0% 0.0% 1655 0 0.0% Q1 2026 May 04, 2026
Nemes Rush Group LLC History No change 20 1 0.0% 0.0% 1656 0 0.0% Q1 2026 Apr 21, 2026
Carrhae Capital LLP History Closed out 0 0 8.15% -3,940,000 -100.0% Q1 2026 May 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 1.02% -1,300,000 -100.0% Q1 2026 May 15, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 0.69% -1,000,000 -100.0% Q1 2026 May 15, 2026
Duquesne Family Office LLC History Closed out 0 0 1.1% -902,500 -100.0% Q1 2026 May 15, 2026
Gemsstock Ltd. History Closed out 0 0 4.87% -678,757 -100.0% Q1 2026 May 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.01% -662,000 -100.0% Q1 2026 May 14, 2026
Beach Point Capital Management LP History Closed out 0 0 0.03% -600,000 -100.0% Q1 2026 Apr 20, 2026
Optiver Holding B.V. History Closed out 0 0 0.01% -409,862 -100.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.01% -150,000 -100.0% Q1 2026 May 14, 2026
Trium Capital LLP History Closed out 0 0 5.51% -129,841 -100.0% Q1 2026 Apr 16, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.09% -128,319 -100.0% Q1 2026 Apr 23, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. History Closed out 0 0 3.34% -125,285 -100.0% Q1 2026 May 15, 2026
Lake Hills Wealth Management, LLC History Closed out 0 0 3.24% -113,550 -100.0% Q1 2026 Apr 10, 2026
CI INVESTMENTS INC. History Closed out 0 0 0.03% -112,975 -100.0% Q1 2026 May 13, 2026
BRIGHTON JONES LLC History Closed out 0 0 0.23% -112,030 -100.0% Q1 2026 Apr 28, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.02% -111,295 -100.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -107,806 -100.0% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.02% -96,479 -100.0% Q1 2026 May 14, 2026
HARDING LOEVNER LP History Closed out 0 0 0.04% -83,350 -100.0% Q1 2026 May 15, 2026
Omnitrust Wealth Management, Inc History Closed out 0 0 5.58% -80,249 -100.0% Q1 2026 Apr 22, 2026
Dynasty Wealth Management, LLC History Closed out 0 0 0.04% -74,291 -100.0% Q1 2026 May 14, 2026
Luminist Capital LLC History Closed out 0 0 3.59% -53,270 -100.0% Q1 2026 Apr 24, 2026
Guardian Partners Inc. History Closed out 0 0 0.22% -46,000 -100.0% Q1 2026 May 15, 2026
Galvin, Gaustad & Stein, LLC History Closed out 0 0 0.19% -45,277 -100.0% Q1 2026 May 14, 2026
Boston Common Asset Management, LLC History Closed out 0 0 0.14% -43,511 -100.0% Q1 2026 May 07, 2026
F/m Investments LLC History Closed out 0 0 0.08% -40,878 -100.0% Q1 2026 May 11, 2026
Clarus Wealth Advisors History Closed out 0 0 0.91% -38,316 -100.0% Q1 2026 Apr 08, 2026
Gruss & Co., LLC History Closed out 0 0 4.45% -37,000 -100.0% Q1 2026 May 05, 2026
Headlands Technologies LLC History Closed out 0 0 0.17% -36,892 -100.0% Q1 2026 May 13, 2026
XTX Topco Ltd History Closed out 0 0 0.05% -36,203 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.09% -35,720 -100.0% Q1 2026 May 12, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.32% -30,297 -100.0% Q1 2026 May 15, 2026
Sollinda Capital Management LLC History Closed out 0 0 0.4% -28,981 -100.0% Q1 2026 Apr 30, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.19% -26,901 -100.0% Q1 2026 Apr 30, 2026
Greenland Capital Management LP History Closed out 0 0 0.14% -25,000 -100.0% Q1 2026 May 15, 2026
Chevy Chase Trust Holdings, LLC History Closed out 0 0 0.0% -21,912 -100.0% Q1 2026 May 15, 2026
M Holdings Securities, Inc. History Closed out 0 0 0.08% -20,435 -100.0% Q1 2026 May 12, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History Closed out 0 0 -20,000 -100.0% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.03% -18,503 -100.0% Q1 2026 May 18, 2026
Donor Advised Charitable Giving, Inc. History Closed out 0 0 0.02% -15,061 -100.0% Q1 2026 Apr 20, 2026
RPS ADVISORY SOLUTIONS LLC History Closed out 0 0 0.38% -14,557 -100.0% Q1 2026 May 04, 2026
Balboa Wealth Partners History Closed out 0 0 0.13% -14,202 -100.0% Q1 2026 Apr 16, 2026
GFS Advisors, LLC History Closed out 0 0 0.09% -13,900 -100.0% Q1 2026 Apr 30, 2026
Qtron Investments LLC History Closed out 0 0 0.1% -13,400 -100.0% Q1 2026 May 15, 2026
Waycross Investment Management Co History Closed out 0 0 0.59% -12,316 -100.0% Q1 2026 Apr 13, 2026
NIXON PEABODY TRUST CO History Closed out 0 0 0.05% -11,200 -100.0% Q1 2026 Apr 27, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 0.09% -10,900 -100.0% Q1 2026 May 13, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -9,861 -100.0% Q1 2026 May 14, 2026
SOL Capital Management CO History Closed out 0 0 0.04% -7,200 -100.0% Q1 2026 Apr 24, 2026
TFB Advisors LLC History Closed out 0 0 0.1% -6,365 -100.0% Q1 2026 Apr 20, 2026
Jaffetilchin Investment Partners, LLC History Closed out 0 0 0.02% -6,196 -100.0% Q1 2026 May 13, 2026
RAMSEY QUANTITATIVE SYSTEMS History Closed out 0 0 0.53% -6,000 -100.0% Q1 2026 Apr 17, 2026
Savior LLC History Closed out 0 0 1.17% -5,910 -100.0% Q1 2026 Apr 21, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.02% -5,560 -100.0% Q1 2026 May 20, 2026
BCS Wealth Management History Closed out 0 0 0.03% -5,376 -100.0% Q1 2026 Apr 17, 2026
Simplicity Wealth,LLC History Closed out 0 0 0.02% -5,141 -100.0% Q1 2026 Apr 30, 2026
Altman Advisors, Inc. History Closed out 0 0 0.1% -5,075 -100.0% Q1 2026 May 05, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Closed out 0 0 0.23% -5,000 -100.0% Q1 2026 May 15, 2026
VERUS CAPITAL PARTNERS, LLC History Closed out 0 0 0.02% -4,960 -100.0% Q1 2026 May 21, 2026
United Asset Strategies, Inc. History Closed out 0 0 0.02% -4,752 -100.0% Q1 2026 Apr 29, 2026
Financial Advisory Corp History Closed out 0 0 0.04% -4,702 -100.0% Q1 2026 Apr 10, 2026
SFG Wealth Management, LLC. History Closed out 0 0 0.09% -4,344 -100.0% Q1 2026 Apr 22, 2026
Saxony Capital Management, LLC History Closed out 0 0 0.14% -4,275 -100.0% Q1 2026 Apr 24, 2026
WEALTH ALLIANCE, LLC History Closed out 0 0 0.02% -4,246 -100.0% Q1 2026 May 14, 2026
August Group Capital Ltd History Closed out 0 0 0.25% -4,119 -100.0% Q1 2026 May 14, 2026
Harold Davidson & Associates Inc. History Closed out 0 0 0.09% -3,905 -100.0% Q1 2026 Apr 30, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.14% -3,726 -100.0% Q1 2026 May 08, 2026
MainStreet Investment Advisors LLC History Closed out 0 0 0.03% -3,705 -100.0% Q1 2026 May 11, 2026
Maia Wealth LLC History Closed out 0 0 0.04% -3,595 -100.0% Q1 2026 May 08, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.01% -2,364 -100.0% Q1 2026 May 01, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.03% -2,252 -100.0% Q1 2026 May 06, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.04% -2,110 -100.0% Q1 2026 May 15, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.03% -2,100 -100.0% Q1 2026 Apr 15, 2026
Garner Asset Management Corp History Closed out 0 0 0.02% -1,206 -100.0% Q1 2026 Apr 28, 2026
Atika Capital Management LLC History Closed out 0 0 0.47% -816 -100.0% Q1 2026 May 14, 2026
Mondrian Investment Partners LTD History Reduced 12 0 0.0% -667 -98.23% Q1 2026 Apr 29, 2026
Woodside Wealth Management LLC History Closed out 0 0 0.02% -601 -100.0% Q1 2026 Apr 13, 2026
Windsor Advisory Group, LLC History Closed out 0 0 0.03% -585 -100.0% Q1 2026 May 15, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -558 -100.0% Q1 2026 May 15, 2026
SOUTH PLAINS FINANCIAL, INC. History Closed out 0 0 0.02% -504 -100.0% Q1 2026 May 13, 2026
MidAtlantic Capital Management, Inc. History Closed out 0 0 0.02% -452 -100.0% Q1 2026 May 07, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 12, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.01% -280 -100.0% Q1 2026 Apr 16, 2026
ENTRUST FINANCIAL LLC History Closed out 0 0 0.01% -255 -100.0% Q1 2026 May 12, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -250 -100.0% Q1 2026 May 11, 2026
American Wealth Advisors, LLC History Closed out 0 0 0.01% -184 -100.0% Q1 2026 Apr 29, 2026
CAZ INVESTMENTS LP History Closed out 0 0 0.01% -161 -100.0% Q1 2026 May 12, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -85 -100.0% Q1 2026 May 04, 2026
Insight Inv LLC History Closed out 0 0 0.0% -73 -100.0% Q1 2026 Apr 27, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -70 -100.0% Q1 2026 May 11, 2026
Compass Financial Services Inc History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 01, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -42 -100.0% Q1 2026 May 14, 2026
PFS Partners, LLC History Closed out 0 0 0.0% -36 -100.0% Q1 2026 Apr 09, 2026
Morse Asset Management, Inc History New 2 0 +2 New Q1 2026 May 14, 2026
COUNTRY TRUST BANK History No change 16 0 0 0.0% Q1 2026 Apr 10, 2026
TD Capital Management LLC History No change 10 0 0 0.0% Q1 2026 May 11, 2026
Financial Management Professionals, Inc. History No change 17 0 0 0.0% Q1 2026 Apr 15, 2026
Darwin Wealth Management, LLC History No change 8 0 0 0.0% Q1 2026 May 01, 2026
GoalVest Advisory LLC History No change 13 0 0 0.0% Q1 2026 Apr 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 16 0 0 0.0% Q1 2026 Apr 10, 2026