iSHARES TRUST - EFG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Added to 22,399,811 2,494,666 0.67% 0.09% 1 +19,741,068 742.5% Q1 2026 May 04, 2026
LPL Financial LLC History Added to 7,906,644 880,562 0.23% 0.07% 2 +5,750,000 266.62% Q1 2026 May 06, 2026
MORGAN STANLEY History Added to 4,761,305 530,266 0.03% 0.02% 3 +2,151,529 82.44% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,708,538 524,389 0.04% 0.03% 4 +1,221,082 35.01% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,299,898 462,928 0.22% 0.27% 5 +424,666 10.96% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 3,433,094 369,606 0.02% 0.02% 6 +1,202,454 53.91% Q1 2026 May 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 2,308,868 257,139 0.44% 0.41% 7 -65,618 -2.76% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 2,208,206 245,927 0.26% 0.12% 8 +1,227,595 125.19% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History Added to 2,048,874 228,183 1.78% 0.22% 9 +1,816,260 780.8% Q1 2026 Apr 07, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,839,954 204,915 1.13% 0.05% 10 +1,724,366 1491.82% Q1 2026 Apr 29, 2026
MML INVESTORS SERVICES, LLC History Added to 1,541,314 171,656 0.48% 0.11% 11 +1,150,931 294.82% Q1 2026 May 04, 2026
Bank of New York Mellon Corp History Added to 1,472,363 163,977 0.03% 0.01% 12 +920,188 166.65% Q1 2026 May 05, 2026
US BANCORP \DE\ History Reduced 1,304,892 145,336 0.18% 0.18% 13 -6,989 -0.53% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 1,263,395 140,704 0.03% 0.02% 14 +106,631 9.22% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,241,869 138,306 0.08% 0.08% 15 +2,467 0.2% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Added to 1,140,998 127,073 0.31% 0.04% 16 +996,633 690.36% Q1 2026 Apr 22, 2026
AMERIPRISE FINANCIAL INC History Added to 1,092,664 121,725 0.03% 0.02% 17 +322,751 41.92% Q1 2026 May 15, 2026
FMR LLC History Reduced 990,082 110,265 0.01% 0.01% 18 -13,305 -1.33% Q1 2026 May 15, 2026
UBS Group AG History Added to 988,490 110,088 0.02% 0.02% 19 +123,028 14.22% Q1 2026 May 05, 2026
Sanctuary Advisors, LLC History Added to 855,806 95,311 0.52% 0.34% 20 +316,738 58.76% Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 821,308 91,469 0.06% 0.05% 21 +160,038 24.2% Q1 2026 May 07, 2026
TRUIST FINANCIAL CORP History Added to 763,679 85,050 0.11% 0.03% 22 +573,674 301.93% Q1 2026 Apr 27, 2026
JB Capital LLC History Added to 699,395 77,891 3.15% 0.08% 23 +682,940 4150.35% Q1 2026 Apr 27, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 652,661 72,686 0.01% 0.01% 24 -15,534 -2.32% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 632,689 70,462 0.01% 0.01% 25 +194,825 44.49% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 619,689 69,014 0.02% 0.02% 26 -4,238 -0.68% Q1 2026 May 14, 2026
Focus Partners Wealth History Reduced 604,475 67,320 0.07% 0.08% 27 -27,493 -4.35% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Added to 571,060 63,599 0.09% 0.06% 28 +222,934 64.04% Q1 2026 May 13, 2026
Quent Capital, LLC History Added to 567,198 63,168 4.48% 4.49% 29 +20,334 3.72% Q1 2026 Apr 28, 2026
Beacon Pointe Advisors, LLC History Added to 565,967 63,031 0.33% 0.35% 30 +127,543 29.09% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 548,687 61,107 0.21% 0.22% 31 -43,326 -7.32% Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Added to 530,915 59,127 0.05% 0.02% 32 +376,831 244.56% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 526,133 58,595 1.45% 1.27% 33 +75,432 16.74% Q1 2026 Apr 29, 2026
OSAIC HOLDINGS, INC. History Added to 519,805 57,923 0.08% 0.05% 34 +222,366 74.76% Q1 2026 May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 493,183 54,925 0.21% — 35 +493,183 New Q1 2026 May 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 490,483 54,641 0.34% 0.01% 36 +476,533 3416.01% Q1 2026 May 15, 2026
AE Wealth Management LLC History Reduced 490,392 54,614 0.3% 0.34% 37 -29,329 -5.64% Q1 2026 May 13, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 486,256 54,154 5.17% 5.34% 38 +914 0.19% Q1 2026 May 13, 2026
FAS Wealth Partners, Inc. History No change 457,586 52,128 3.37% 3.37% 39 0 0.0% Q4 2025 Feb 18, 2026
Savvy Advisors, Inc. History Added to 464,300 51,709 1.38% 0.66% 40 +285,999 160.4% Q1 2026 May 11, 2026
Baker Avenue Asset Management, LP History Added to 454,353 50,601 1.14% 1.18% 41 +3,553 0.79% Q1 2026 May 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 440,596 49,069 0.37% 0.41% 42 -38,199 -7.98% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 397,314 44,248 0.06% 0.06% 43 -10,973 -2.69% Q1 2026 Apr 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 390,440 43,482 0.08% 0.06% 44 +126,305 47.82% Q1 2026 May 14, 2026
SOFI WEALTH, LLC History Reduced 378,729 42,179 2.03% 3.0% 45 -150,106 -28.38% Q1 2026 May 05, 2026
Cerity Partners LLC History Added to 376,901 41,975 0.06% 0.01% 46 +302,374 405.72% Q1 2026 May 15, 2026
Mariner, LLC History Added to 376,474 41,927 0.05% 0.05% 47 +28,044 8.05% Q1 2026 May 13, 2026
BlackRock, Inc. History Added to 374,602 41,719 0.0% 0.0% 48 +357,983 2154.06% Q1 2026 May 13, 2026
BOKF, NA History Added to 348,184 38,777 0.59% 0.55% 49 +31,420 9.92% Q1 2026 May 08, 2026
Octavia Wealth Advisors, LLC History Added to 329,257 36,669 3.51% 3.54% 50 +4,092 1.26% Q1 2026 Apr 10, 2026
Corient Private Wealth LLC History Reduced 309,890 34,404 0.05% 0.05% 51 -25,026 -7.47% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 303,818 33,836 0.13% 0.12% 52 +56,617 22.9% Q1 2026 Apr 30, 2026
Icon Wealth Advisors, LLC History Added to 290,554 33,776 2.19% 0.68% 53 +201,557 226.48% Q1 2026 May 12, 2026
NBT BANK N A /NY History Added to 291,374 32,450 2.13% 2.09% 54 +10,126 3.6% Q1 2026 Apr 28, 2026
Atria Investments, Inc History Added to 286,592 31,917 0.36% 0.04% 55 +256,440 850.49% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 285,530 31,800 0.08% 0.04% 56 +166,280 139.44% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History Reduced 281,923 31,397 0.44% 0.44% 57 -7,741 -2.67% Q1 2026 May 11, 2026
Meridian Wealth Partners, LLC History Added to 278,706 31,039 4.26% 4.21% 58 +10,456 3.9% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 273,735 30,485 0.0% 0.01% 59 -154,384 -36.06% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 268,620 29,915 0.37% 0.36% 60 +19,829 7.97% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 267,549 29,797 0.03% 0.03% 61 +42,586 18.93% Q1 2026 May 05, 2026
Merit Financial Group, LLC History Added to 251,742 28,036 0.21% 0.19% 62 +39,881 18.82% Q1 2026 Apr 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 235,080 26,180 0.32% 0.15% 63 +135,299 135.6% Q1 2026 May 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 226,052 25,175 0.01% 0.01% 64 -22,075 -8.9% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 228,371 25,154 0.05% 0.02% 65 +126,172 123.46% Q1 2026 May 01, 2026
Cresset Asset Management, LLC History Added to 225,249 25,085 0.11% 0.11% 66 +1,157 0.52% Q1 2026 May 15, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 215,672 24,019 5.3% 5.04% 67 +16,557 8.32% Q1 2026 Apr 03, 2026
Pathstone Holdings, LLC History Added to 215,351 23,983 0.1% 0.07% 68 +65,788 43.99% Q1 2026 May 11, 2026
Lido Advisors, LLC History Added to 211,427 23,546 0.07% 0.07% 69 +1,338 0.64% Q1 2026 May 13, 2026
Covenant Partners, LLC History No change 205,602 23,422 6.85% 6.85% 70 0 0.0% Q4 2025 Jan 26, 2026
Itau Unibanco Holding S.A. History Reduced 209,224 23,301 0.54% 0.62% 71 -16,602 -7.35% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 195,379 21,759 0.0% 0.0% 72 +106,946 120.93% Q1 2026 May 15, 2026
Cassaday & Co Wealth Management LLC History Reduced 194,191 21,627 0.46% 0.48% 73 -3,753 -1.9% Q1 2026 May 07, 2026
Integrated Wealth Concepts LLC History Added to 189,276 21,079 0.17% 0.19% 74 +45,941 32.05% Q1 2026 May 15, 2026
RTD Financial Advisors, Inc. History Reduced 187,130 20,840 2.56% 2.69% 75 -6,430 -3.32% Q1 2026 Apr 10, 2026
Creative Planning History Added to 184,473 20,544 0.01% 0.01% 76 +32,437 21.34% Q1 2026 May 12, 2026
Shakespeare Wealth Management, LLC History Added to 180,701 20,124 4.77% 4.43% 77 +4,676 2.66% Q1 2026 Apr 30, 2026
Baird Financial Group, Inc. History Added to 180,560 20,108 0.03% 0.03% 78 +22,106 13.95% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Added to 180,465 20,098 0.17% 0.06% 79 +107,584 147.62% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 176,422 19,906 0.04% 0.02% 80 +23,388 15.28% Q1 2026 Apr 08, 2026
OneDigital Investment Advisors LLC History Reduced 177,618 19,781 0.19% 0.21% 81 -7,980 -4.3% Q1 2026 May 08, 2026
STALEY CAPITAL ADVISERS INC History Added to 173,883 19,365 0.82% 0.77% 82 +9,791 5.97% Q1 2026 Apr 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 172,116 19,168 0.33% 0.33% 83 +8,998 5.52% Q1 2026 May 04, 2026
Federation des caisses Desjardins du Quebec History Reduced 167,696 18,676 0.07% 0.15% 84 -167,698 -50.0% Q1 2026 May 13, 2026
EP Wealth Advisors, LLC History Reduced 167,463 18,650 0.09% 0.11% 85 -14,449 -7.94% Q1 2026 May 14, 2026
Seneca Financial Advisors LLC History Added to 162,784 18,129 5.31% 5.09% 86 +15,992 10.89% Q1 2026 Apr 22, 2026
Marks Group Wealth Management, Inc History Added to 160,285 17,850 1.72% 0.91% 87 +76,627 91.6% Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 159,623 17,777 0.14% 0.14% 88 +10,750 7.22% Q1 2026 May 01, 2026
Stone House Investment Management, LLC History Added to 159,096 17,718 3.17% 0.27% 89 +143,759 937.33% Q1 2026 Apr 22, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 164,483 17,708 0.55% 0.64% 90 -24,987 -13.19% Q1 2026 May 11, 2026
Affinity Capital Advisors, LLC History Added to 158,138 17,611 2.47% 2.26% 91 +14,745 10.28% Q1 2026 Apr 13, 2026
NorthRock Partners, LLC History Added to 155,640 17,333 0.28% 0.11% 92 +99,315 176.32% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 146,533 16,660 0.16% 0.13% 93 +37,225 34.06% Q1 2026 Apr 07, 2026
Wakefield Asset Management LLLP History Added to 146,339 16,297 4.32% 4.24% 94 +9,191 6.7% Q1 2026 May 12, 2026
Cerro Pacific Wealth Advisors LLC History Added to 145,434 16,196 4.25% 2.77% 95 +55,104 61.0% Q1 2026 Apr 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 144,860 16,133 0.2% 0.2% 96 +6,755 4.89% Q1 2026 Apr 20, 2026
CWM, LLC History Reduced 144,515 16,094 0.04% 0.05% 97 -24,121 -14.3% Q1 2026 May 14, 2026
IHT Wealth Management, LLC History Added to 143,995 16,036 0.37% 0.13% 98 +95,916 199.5% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 142,269 15,844 0.02% 0.03% 99 -22,254 -13.53% Q1 2026 May 15, 2026
&PARTNERS History Added to 141,733 15,809 0.08% 0.07% 100 +29,911 26.75% Q1 2026 May 15, 2026
SteelPeak Wealth, LLC History Added to 137,214 15,281 0.47% 0.01% 101 +135,111 6424.68% Q1 2026 May 05, 2026
Sharkey, Howes & Javer History Added to 134,829 15,015 2.02% 0.55% 102 +97,106 257.42% Q1 2026 Apr 08, 2026
MGO ONE SEVEN LLC History Added to 127,871 14,241 0.29% 0.07% 103 +99,085 344.21% Q1 2026 May 14, 2026
Waverly Advisors, LLC History Added to 125,294 13,954 0.1% 0.11% 104 +2,872 2.35% Q1 2026 May 15, 2026
RWA WEALTH PARTNERS, LLC History Added to 124,539 13,869 0.15% 0.15% 105 +968 0.78% Q1 2026 May 13, 2026
Bedel Financial Consulting, Inc. History Added to 123,400 13,743 1.55% 1.5% 106 +1,173 0.96% Q1 2026 May 04, 2026
Pinnacle Financial Partners, Inc. History Added to 122,668 13,661 0.1% 0.1% 107 +4,900 4.16% Q1 2026 May 14, 2026
Lloyd Advisory Services, LLC. History Added to 117,702 13,108 3.75% 0.22% 108 +112,759 2281.19% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 117,702 13,108 3.75% 4.21% 109 -1,930 -1.61% Q1 2026 May 13, 2026
Aventus Investment Advisors, Inc. History Added to 117,578 13,094 11.08% 10.77% 110 +974 0.84% Q1 2026 Apr 15, 2026
Pacific Life Fund Advisors LLC History New 116,400 12,963 1.49% — 111 +116,400 New Q1 2026 May 01, 2026
GREENLEAF TRUST History Reduced 115,799 12,896 0.13% 0.12% 112 -2,812 -2.37% Q1 2026 Apr 27, 2026
PRUDENTIAL FINANCIAL INC History Reduced 114,545 12,756 0.02% 0.02% 113 -8,858 -7.18% Q1 2026 May 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 114,116 12,709 1.21% 1.13% 114 +13,822 13.78% Q1 2026 Apr 15, 2026
IFP Advisors, Inc History Added to 111,217 12,386 0.26% 0.07% 115 +84,126 310.53% Q1 2026 Apr 13, 2026
PAX Financial Group, LLC History New 110,422 12,297 2.1% — 116 +110,422 New Q1 2026 Apr 27, 2026
MA Private Wealth History Reduced 109,626 12,209 2.06% 2.87% 117 -41,141 -27.29% Q1 2026 May 07, 2026
INTEGRITY ALLIANCE, LLC. History Added to 107,367 11,957 0.45% 0.33% 118 +28,298 35.79% Q1 2026 May 11, 2026
Dynasty Wealth Management, LLC History Reduced 106,914 11,907 0.1% 0.49% 119 -327,335 -75.38% Q1 2026 May 14, 2026
Cardinal Strategic Wealth Guidance History Reduced 106,682 11,881 3.13% 3.21% 120 -1,066 -0.99% Q1 2026 Apr 20, 2026
Keystone Financial Services History Added to 105,980 11,803 3.46% 0.93% 121 +78,992 292.69% Q1 2026 May 06, 2026
Equitable Holdings, Inc. History Added to 100,349 11,431 0.07% 0.05% 122 +35,434 54.59% Q1 2026 May 15, 2026
REGIMEN WEALTH, LLC History Reduced 102,470 11,412 3.33% 3.6% 123 -5,444 -5.04% Q1 2026 May 07, 2026
Trek Financial, LLC History Added to 102,394 11,403 0.61% 0.1% 124 +87,048 567.24% Q1 2026 May 13, 2026
WEALTH ALLIANCE, LLC History Added to 101,151 11,265 1.11% 0.1% 125 +91,969 1001.62% Q1 2026 May 14, 2026
My Portfolio Guide, LLC History New 100,918 11,239 6.22% — 126 +100,918 New Q1 2026 May 05, 2026
Steward Partners Investment Advisory, LLC History Added to 98,674 10,989 0.06% 0.02% 127 +61,400 164.73% Q1 2026 May 08, 2026
COURIER CAPITAL LLC History Added to 97,657 10,876 0.61% 0.56% 128 +10,047 11.47% Q1 2026 Apr 23, 2026
Prosperity Consulting Group, LLC History Added to 95,037 10,584 0.47% 0.45% 129 +7,104 8.08% Q1 2026 May 05, 2026
Checchi Capital Advisers, LLC History Reduced 94,559 10,531 0.53% 0.67% 130 -19,921 -17.4% Q1 2026 May 04, 2026
LifeWealth Investments, LLC History Added to 94,310 10,503 3.13% 3.0% 131 +11,145 13.4% Q1 2026 Apr 20, 2026
Meeder Advisory Services, Inc. History Added to 94,053 10,474 0.44% 0.4% 132 +11,716 14.23% Q1 2026 May 07, 2026
Avior Wealth Management, LLC History Added to 92,724 10,326 0.29% 0.32% 133 +1,234 1.35% Q1 2026 Apr 09, 2026
Keebeck Wealth Management History Added to 91,069 10,142 1.14% 0.8% 134 +30,450 50.23% Q1 2026 May 14, 2026
Key FInancial Inc History Added to 89,980 10,021 1.78% 1.66% 135 +10,078 12.61% Q1 2026 Apr 24, 2026
Belpointe Asset Management LLC History Added to 88,751 9,884 0.36% 0.32% 136 +9,776 12.38% Q1 2026 Apr 28, 2026
Fortis Capital Advisors, LLC History Added to 88,751 9,884 1.29% 1.33% 137 +9,776 12.38% Q1 2026 Apr 28, 2026
Mill Creek Capital Advisors, LLC History Reduced 88,502 9,856 0.2% 0.21% 138 -360 -0.41% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 88,493 9,855 0.23% 0.25% 139 -3,031 -3.31% Q1 2026 May 11, 2026
Brookstone Capital Management History Added to 87,760 9,773 0.11% 0.02% 140 +76,106 653.05% Q1 2026 Apr 16, 2026
Concurrent Investment Advisors, LLC History Added to 87,575 9,753 0.11% 0.01% 141 +76,477 689.11% Q1 2026 Apr 20, 2026
Gateway Wealth Partners, LLC History New 84,506 9,411 0.37% — 142 +84,506 New Q1 2026 May 15, 2026
SWMG, LLC History New 84,284 9,386 2.68% — 143 +84,284 New Q1 2026 Apr 24, 2026
COMMERCE BANK History Added to 83,832 9,336 0.05% 0.04% 144 +18,621 28.55% Q1 2026 May 11, 2026
CITIGROUP INC History Added to 83,354 9,283 0.0% 0.0% 145 +5,745 7.4% Q1 2026 May 11, 2026
Strategic Blueprint, LLC History Added to 82,476 9,185 0.53% 0.36% 146 +28,936 54.05% Q1 2026 Apr 29, 2026
Regal Investment Advisors LLC History Added to 82,172 9,151 0.53% 0.05% 147 +74,488 969.39% Q1 2026 May 14, 2026
FINANCIAL LIFE ADVISORS History Added to 82,176 9,151 2.85% 2.83% 148 +1,652 2.05% Q1 2026 Apr 29, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 82,114 9,145 2.78% 2.54% 149 +10,790 15.13% Q1 2026 Apr 15, 2026
World Investment Advisors History Added to 81,877 9,118 0.15% 0.05% 150 +55,942 215.7% Q1 2026 Apr 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 80,821 9,001 0.07% 0.03% 151 +37,525 86.67% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 80,678 8,985 0.0% 0.0% 152 +3,498 4.53% Q1 2026 May 13, 2026
Eagle Strategies LLC History Added to 80,408 8,955 1.07% 1.15% 153 +1,134 1.43% Q1 2026 Apr 20, 2026
Modern Wealth Management, LLC History Added to 78,617 8,938 0.15% 0.01% 154 +73,096 1323.96% Q1 2026 May 14, 2026
Legacy Financial Group LLC History New 80,080 8,918 1.12% — 155 +80,080 New Q1 2026 May 04, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 80,010 8,910 3.66% 3.69% 156 -2,102 -2.56% Q1 2026 Apr 23, 2026
BLAIR WILLIAM & CO/IL History Reduced 79,893 8,897 0.03% 0.02% 157 -1,545 -1.9% Q1 2026 May 08, 2026
Simplicity Wealth,LLC History Added to 79,630 8,868 0.5% 0.37% 158 +25,186 46.26% Q1 2026 Apr 30, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 74,987 8,717 0.16% 0.07% 159 +62,052 479.72% Q1 2026 May 01, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 77,526 8,634 2.69% 0.79% 160 +54,434 235.73% Q1 2026 Apr 17, 2026
Cranbrook Wealth Management, LLC History Reduced 75,847 8,447 1.72% 1.77% 161 -3,022 -3.83% Q1 2026 Apr 15, 2026
Wealthquest Corp History No change 72,595 8,270 0.62% 0.62% 162 0 0.0% Q1 2026 May 07, 2026
JANE STREET GROUP, LLC History Reduced 73,347 8,168 0.0% 0.0% 163 -99,932 -57.67% Q1 2026 May 12, 2026
Blue Trust, Inc. History Added to 70,703 7,874 0.09% 0.01% 164 +63,756 917.75% Q1 2026 Apr 20, 2026
VestGen Advisors, LLC History Added to 65,417 7,872 0.21% 0.11% 165 +42,089 180.42% Q1 2026 May 14, 2026
Ancora Advisors LLC History Added to 70,459 7,847 0.17% 0.15% 166 +5,875 9.1% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 70,347 7,834 0.04% 0.02% 167 +26,735 61.3% Q1 2026 Apr 24, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 69,861 7,780 0.8% 0.76% 168 +6,058 9.49% Q1 2026 May 11, 2026
Koss-Olinger Consulting, LLC History Reduced 69,242 7,711 0.65% 3.18% 169 -291,485 -80.8% Q1 2026 May 07, 2026
Procyon Advisors, LLC History Added to 69,134 7,699 0.38% 0.37% 170 +2,829 4.27% Q1 2026 May 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 68,350 7,612 0.75% 0.91% 171 -11,199 -14.08% Q1 2026 Apr 27, 2026
GLENMEDE TRUST CO NA History No change 66,739 7,602 0.04% 0.04% 172 0 0.0% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 67,118 7,474 0.01% 0.0% 173 +64,244 2235.35% Q1 2026 May 01, 2026
NORTHERN TRUST CORP History Added to 64,897 7,227 0.0% 0.0% 174 +1,429 2.25% Q1 2026 May 14, 2026
Invst, LLC History New 64,219 7,152 0.81% — 175 +64,219 New Q1 2026 May 13, 2026
EQ LLC History Reduced 63,583 7,081 1.99% 2.14% 176 -1,514 -2.33% Q1 2026 May 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 63,417 7,062 0.16% 0.03% 177 +58,803 1274.45% Q1 2026 Apr 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 63,393 7,060 0.13% 0.13% 178 -198,795 -75.82% Q1 2026 May 07, 2026
Advyzon Investment Management, LLC History Added to 62,316 6,940 0.62% 0.09% 179 +55,706 842.75% Q1 2026 May 12, 2026
Fifth Third Wealth Advisors LLC History Added to 62,234 6,931 0.23% 0.06% 180 +46,995 308.39% Q1 2026 Apr 17, 2026
Advisory Services Network, LLC History Added to 62,156 6,922 0.09% 0.02% 181 +50,884 451.42% Q1 2026 May 15, 2026
WealthShield Partners, LLC History Added to 61,335 6,830 0.76% 0.13% 182 +50,788 481.54% Q1 2026 May 01, 2026
Arete Wealth Advisors, LLC History Reduced 60,907 6,784 0.51% 0.43% 183 -532 -0.87% Q1 2026 May 20, 2026
Bay Harbor Wealth Management, LLC History New 60,690 6,759 1.75% — 184 +60,690 New Q1 2026 Apr 14, 2026
Callan Family Office, LLC History Added to 59,844 6,664 0.15% 0.14% 185 +2,824 4.95% Q1 2026 May 13, 2026
COMERICA BANK History No change 58,205 6,630 0.03% 0.03% 186 0 0.0% Q4 2025 Jan 29, 2026
Jasper Ridge Partners, L.P. History No change 59,403 6,615 0.15% 0.15% 187 0 0.0% Q1 2026 May 11, 2026
Kilter Group LLC History Added to 58,771 6,545 2.82% 0.86% 188 +41,669 243.65% Q1 2026 May 14, 2026
CFS Investment Advisory Services, LLC History Reduced 53,184 6,507 0.45% 0.52% 189 -9,198 -14.74% Q1 2026 Apr 29, 2026
Cypress Wealth Services, LLC History Added to 58,082 6,468 0.91% 0.47% 190 +28,251 94.7% Q1 2026 Apr 15, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 57,920 6,450 0.81% 0.6% 191 +17,305 42.61% Q1 2026 May 12, 2026
BEAM WEALTH ADVISORS, INC. History Added to 57,523 6,406 1.59% 1.53% 192 +8,449 17.22% Q1 2026 Apr 29, 2026
Rockefeller Capital Management L.P. History Added to 56,847 6,331 0.01% 0.01% 193 +412 0.73% Q1 2026 May 14, 2026
White Pine Investment CO History Added to 56,460 6,288 1.46% 1.5% 194 +683 1.22% Q1 2026 Apr 20, 2026
Stratos Wealth Partners, LTD. History Added to 56,216 6,260 0.07% 0.07% 195 +791 1.43% Q1 2026 Apr 28, 2026
Hoxton Planning & Management, LLC History Added to 56,038 6,240 1.87% 1.1% 196 +23,746 73.54% Q1 2026 Apr 20, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 55,961 6,232 0.42% 0.39% 197 +4,448 8.63% Q1 2026 Apr 22, 2026
Nicholas Hoffman & Company, LLC. History Reduced 55,895 6,225 0.14% 0.15% 198 -468 -0.83% Q1 2026 Apr 29, 2026
Sovran Advisors, LLC History Added to 52,100 6,205 0.49% 0.23% 199 +29,223 127.74% Q1 2026 May 01, 2026
Sterling Capital Management LLC History Reduced 55,046 6,130 0.12% 0.11% 200 -4,278 -7.21% Q1 2026 Apr 22, 2026
NewEdge Wealth, LLC History Added to 54,927 6,117 0.07% 0.06% 201 +7,047 14.72% Q1 2026 May 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 54,775 6,100 0.86% 0.93% 202 +3,526 6.88% Q1 2026 Apr 30, 2026
Addison Capital Co History Added to 52,663 5,864 1.04% 1.22% 203 +9,932 23.24% Q1 2026 Apr 29, 2026
Austin Private Wealth, LLC History No change 50,154 5,713 0.42% 0.42% 204 0 0.0% Q4 2025 Jan 20, 2026
Revolve Wealth Partners, LLC History Added to 51,263 5,709 0.74% 0.68% 205 +161 0.32% Q1 2026 Apr 10, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 51,065 5,687 2.5% 3.07% 206 -8,339 -14.04% Q1 2026 Apr 27, 2026
CoreCap Advisors, LLC History Added to 50,343 5,606 0.19% 0.14% 207 +14,866 41.9% Q1 2026 Apr 07, 2026
LiftPoint Family Wealth Advisors LLC History Added to 50,083 5,577 4.62% 2.28% 208 +26,671 113.92% Q1 2026 Apr 29, 2026
Kathmere Capital Management, LLC History Reduced 49,421 5,504 0.34% 0.38% 209 -340 -0.68% Q1 2026 Apr 28, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 49,005 5,457 0.35% 0.37% 210 -1,019 -2.04% Q1 2026 Apr 17, 2026
Cobblestone Asset Management LLC History New 48,639 5,416 2.44% — 211 +48,639 New Q1 2026 Apr 28, 2026
Capital Analysts, LLC History Added to 48,148 5,362 0.14% 0.0% 212 +47,356 5979.29% Q1 2026 May 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 49,537 5,333 0.34% 0.18% 213 +16,116 48.22% Q1 2026 Apr 24, 2026
Apollon Wealth Management, LLC History Added to 47,372 5,275 0.09% 0.05% 214 +19,671 71.01% Q1 2026 Apr 22, 2026
SigFig Wealth Management, LLC History Added to 46,387 5,166 0.15% 0.01% 215 +43,822 1708.46% Q1 2026 Apr 14, 2026
Valmark Advisers, Inc. History Added to 46,134 5,137 0.06% 0.06% 216 +396 0.87% Q1 2026 May 01, 2026
True Vision MN LLC History Added to 45,748 5,094 2.63% 0.31% 217 +40,439 761.71% Q1 2026 Apr 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 44,429 4,948 1.25% — 218 +44,429 New Q1 2026 May 08, 2026
Independent Advisor Alliance History Added to 44,400 4,944 0.05% 0.01% 219 +40,352 996.84% Q1 2026 May 12, 2026
RESOLUTE WEALTH ADVISOR, INC. History New 44,368 4,941 2.81% — 220 +44,368 New Q1 2026 May 11, 2026
BOK Financial Private Wealth, Inc. History Reduced 43,495 4,844 0.29% 0.31% 221 -1,387 -3.09% Q1 2026 May 12, 2026
CENTRAL TRUST Co History Reduced 43,407 4,834 0.1% 0.1% 222 -765 -1.73% Q1 2026 Apr 17, 2026
Meramec Financial Planners, LLC History Reduced 39,699 4,832 1.92% 1.91% 223 -1,329 -3.24% Q1 2026 Apr 27, 2026
CORE WEALTH ADVISORS, LLC History Added to 43,247 4,816 3.7% 0.48% 224 +37,864 703.4% Q1 2026 Apr 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 42,691 4,754 0.23% 0.19% 225 +7,683 21.95% Q1 2026 Apr 28, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 42,374 4,719 0.39% 0.39% 226 -435 -1.02% Q1 2026 May 11, 2026
Dorsey & Whitney Trust CO LLC History No change 42,199 4,699 0.26% 0.25% 227 0 0.0% Q1 2026 May 14, 2026
SOA Wealth Advisors, LLC. History Reduced 42,166 4,696 0.89% 0.85% 228 -1,939 -4.4% Q1 2026 May 20, 2026
Mosley Wealth Management History Added to 40,792 4,645 2.1% 2.17% 229 +181 0.45% Q1 2026 Apr 27, 2026
Breakwater Capital Group History Added to 41,680 4,641 0.62% 0.65% 230 +565 1.37% Q1 2026 Apr 20, 2026
First Pacific Financial History Added to 41,478 4,619 0.59% 0.61% 231 +649 1.59% Q1 2026 Apr 23, 2026
Sterling Financial Planning, Inc. History Reduced 40,694 4,532 1.34% 1.4% 232 -84 -0.21% Q1 2026 May 06, 2026
Forthright Family Wealth Advisory LLC History Added to 43,591 4,524 3.03% 2.14% 233 +13,745 46.05% Q1 2026 May 13, 2026
DIVERSIFIED MANAGEMENT INC History Added to 40,448 4,504 0.77% 1.07% 234 +99 0.25% Q1 2026 Apr 09, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 40,333 4,491 2.72% 2.63% 235 +2,569 6.8% Q1 2026 Apr 27, 2026
CONSILIO WEALTH ADVISORS, LLC History Reduced 40,319 4,490 1.31% 1.35% 236 -304 -0.75% Q1 2026 May 01, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 38,021 4,459 1.95% 0.49% 237 +27,949 277.49% Q1 2026 May 04, 2026
Hofer & Associates. Inc History Added to 39,704 4,421 2.38% 2.32% 238 +1,201 3.12% Q1 2026 Apr 21, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 39,191 4,364 1.25% 0.19% 239 +33,246 559.23% Q1 2026 May 14, 2026
Harbor Group, Inc. History Reduced 38,902 4,332 0.63% 0.67% 240 -588 -1.49% Q1 2026 Apr 10, 2026
STOCK YARDS BANK & TRUST CO History Added to 38,861 4,327 0.13% 0.1% 241 +10,368 36.39% Q1 2026 Apr 24, 2026
KICKSTAND VENTURES, LLC. History Added to 38,817 4,323 0.91% 0.87% 242 +2,628 7.26% Q1 2026 May 05, 2026
One Wealth Advisors, LLC History Reduced 38,670 4,306 0.54% 0.73% 243 -13,959 -26.52% Q1 2026 Apr 21, 2026
McAdam, LLC History Reduced 38,551 4,293 0.19% 0.2% 244 -579 -1.48% Q1 2026 May 08, 2026
FIDUCIARY TRUST CO History Reduced 38,476 4,285 0.05% 0.05% 245 -1,302 -3.27% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Reduced 38,231 4,257 0.33% 0.54% 246 -25,051 -39.59% Q1 2026 May 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 38,139 4,247 1.08% 0.82% 247 +11,536 43.36% Q1 2026 Apr 29, 2026
Key Capital Management, INC History Added to 38,030 4,235 2.8% 2.41% 248 +16,648 77.86% Q1 2026 May 07, 2026
Quantinno Capital Management LP History Added to 37,913 4,222 0.01% 0.01% 249 +8,223 27.7% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Added to 37,379 4,162 0.31% 0.3% 250 +1,669 4.67% Q1 2026 Apr 14, 2026
Aptus Capital Advisors, LLC History Reduced 37,069 4,128 0.03% 0.03% 251 -4,935 -11.75% Q1 2026 May 11, 2026
AMG National Trust Bank History Added to 36,873 4,106 0.09% 0.04% 252 +21,139 134.35% Q1 2026 May 04, 2026
Wealthspire Retirement, LLC History Added to 36,306 4,043 0.24% 0.22% 253 +5,010 16.01% Q1 2026 May 13, 2026
Sagace Wealth Management LLC History Added to 36,277 4,040 2.71% 2.73% 254 +1,005 2.85% Q1 2026 Apr 29, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 36,107 4,021 0.1% 0.11% 255 -39 -0.11% Q1 2026 Apr 15, 2026
Geneos Wealth Management Inc. History Reduced 35,840 3,991 0.09% 0.1% 256 -578 -1.59% Q1 2026 May 04, 2026
Omega Financial Group, LLC History Added to 35,195 3,919 1.27% 1.32% 257 +69 0.2% Q1 2026 May 12, 2026
Ascent Group, LLC History Reduced 34,837 3,879 0.13% 0.17% 258 -7,906 -18.5% Q1 2026 May 15, 2026
Yukon Wealth Management, Inc. History Reduced 34,808 3,876 2.31% 2.46% 259 -1,422 -3.92% Q1 2026 Apr 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 34,686 3,862 0.17% 0.1% 260 +15,433 80.16% Q1 2026 Apr 28, 2026
Net Worth Advisory Group History Added to 34,018 3,788 0.79% 0.77% 261 +731 2.2% Q1 2026 May 05, 2026
Csenge Advisory Group History Added to 33,997 3,786 0.17% 0.05% 262 +24,415 254.8% Q1 2026 Apr 30, 2026
EVOKE WEALTH, LLC History Added to 33,815 3,766 0.07% 0.05% 263 +8,942 35.95% Q1 2026 May 14, 2026
Shared Vision Wealth Group LLC History Added to 33,781 3,762 1.53% 0.48% 264 +23,907 242.12% Q1 2026 May 06, 2026
BankPlus Wealth Management LLC History Added to 33,692 3,752 1.94% 2.03% 265 +1,405 4.35% Q1 2026 Apr 21, 2026
Midwest Capital Advisors, LLC History Added to 33,458 3,726 1.74% 1.64% 266 +3,481 11.61% Q1 2026 Apr 24, 2026
Cornerstone Planning Group LLC History Added to 31,009 3,707 0.49% 0.1% 267 +25,801 495.41% Q1 2026 May 06, 2026
W ADVISORS, LLC History Added to 32,576 3,627 1.86% 1.39% 268 +8,377 34.62% Q1 2026 Apr 29, 2026
Perigon Wealth Management, LLC History Added to 31,949 3,558 0.06% 0.06% 269 +3,678 13.01% Q1 2026 Apr 10, 2026
CreativeOne Wealth, LLC History Reduced 31,949 3,558 0.08% 0.1% 270 -2,939 -8.42% Q1 2026 May 15, 2026
Quotient Wealth Partners, LLC History Added to 31,696 3,529 0.09% 0.08% 271 +6,779 27.21% Q1 2026 Apr 16, 2026
Patten Group, Inc. History Added to 31,598 3,519 0.61% 0.61% 272 +2,520 8.67% Q1 2026 Apr 24, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 31,506 3,508 0.09% 0.18% 273 -27,948 -47.01% Q1 2026 Apr 07, 2026
McNaughton Wealth Management, LLC History New 31,315 3,487 1.44% — 274 +31,315 New Q1 2026 Apr 08, 2026
FIRST FOUNDATION ADVISORS History Added to 31,260 3,481 0.14% 0.12% 275 +2,242 7.73% Q1 2026 May 04, 2026
Smartleaf Asset Management LLC History Reduced 32,098 3,455 0.12% 0.23% 276 -20,549 -39.03% Q1 2026 May 15, 2026
McKinley Carter Wealth Services, Inc. History Reduced 31,010 3,453 0.2% 0.22% 277 -3,197 -9.35% Q1 2026 Apr 20, 2026
Angeles Investment Advisors, LLC History No change 30,610 3,409 0.23% 0.23% 278 0 0.0% Q1 2026 Apr 28, 2026
RFG Advisory, LLC History Added to 30,035 3,344 0.06% 0.03% 279 +13,980 87.08% Q1 2026 Apr 17, 2026
ShoreHaven Wealth Partners, LLC History Reduced 29,857 3,325 1.19% 1.28% 280 -1,455 -4.65% Q1 2026 May 13, 2026
Retirement Wealth Solutions LLC History Added to 29,340 3,267 2.06% 0.61% 281 +20,848 245.5% Q1 2026 Apr 07, 2026
Johnson Financial Group, Inc. History Reduced 29,212 3,253 0.12% 0.23% 282 -23,850 -44.95% Q1 2026 May 07, 2026
Savant Capital, LLC History Added to 29,096 3,240 0.02% 0.02% 283 +318 1.11% Q1 2026 May 04, 2026
Maia Wealth LLC History Reduced 29,080 3,238 0.55% 0.64% 284 -1,689 -5.49% Q1 2026 May 08, 2026
Disciplined Investments, LLC History Added to 28,447 3,168 1.14% 1.22% 285 +519 1.86% Q1 2026 May 12, 2026
Vise Technologies, Inc. History No change 27,482 3,130 0.06% 0.06% 286 0 0.0% Q1 2026 Apr 21, 2026
HUNTINGTON NATIONAL BANK History Added to 27,861 3,102 0.02% 0.02% 287 +795 2.94% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 27,545 3,067 0.01% 0.0% 288 +11,093 67.43% Q1 2026 May 06, 2026
Lantz Financial LLC History Added to 27,384 3,049 0.63% 0.2% 289 +18,892 222.47% Q1 2026 Apr 09, 2026
Timmons Wealth Management, LLC History Added to 26,962 3,002 2.85% 2.95% 290 +630 2.39% Q1 2026 May 11, 2026
WASHINGTON TRUST BANK History Reduced 26,658 2,968 0.22% 0.5% 291 -36,346 -57.69% Q1 2026 May 07, 2026
NAVELLIER & ASSOCIATES INC History No change 26,633 2,966 0.31% 0.34% 292 0 0.0% Q1 2026 May 07, 2026
Concorde Asset Management, LLC History No change 25,970 2,958 1.18% 1.18% 293 0 0.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 26,484 2,949 0.04% 0.03% 294 +10,727 68.08% Q1 2026 May 13, 2026
Wealthspire Advisors, LLC History Reduced 26,428 2,943 0.02% 0.02% 295 -451 -1.68% Q1 2026 May 01, 2026
FIRST AMERICAN TRUST, FSB History Reduced 26,390 2,939 0.2% 0.21% 296 -707 -2.61% Q1 2026 May 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 26,133 2,910 0.79% 0.57% 297 +8,186 45.61% Q1 2026 Apr 29, 2026
West Wealth Group, LLC History Reduced 26,097 2,906 0.57% 1.22% 298 -25,612 -49.53% Q1 2026 May 11, 2026
JNBA Financial Advisors History Reduced 25,892 2,883 0.24% 0.28% 299 -1,964 -7.05% Q1 2026 Apr 22, 2026
MMA ASSET MANAGEMENT LLC History Reduced 25,558 2,846 1.0% 1.41% 300 -9,214 -26.5% Q1 2026 Apr 08, 2026
Jacksonville Wealth Management, LLC History Added to 25,494 2,839 1.92% 1.67% 301 +4,733 22.8% Q1 2026 Apr 28, 2026
HSBC HOLDINGS PLC History Added to 25,225 2,809 0.0% 0.0% 302 +1,887 8.09% Q1 2026 Apr 30, 2026
Carnegie Investment Counsel History Added to 25,077 2,792 0.05% 0.05% 303 +1,351 5.69% Q1 2026 May 01, 2026
Mutual Advisors, LLC History Reduced 24,909 2,774 0.06% 0.08% 304 -7,289 -22.64% Q1 2026 May 01, 2026
Portfolio Resources Advisor Group, Inc. History Added to 24,773 2,758 2.74% 0.01% 305 +24,637 18115.44% Q1 2026 Apr 14, 2026
Ifrah Financial Services, Inc. History Reduced 24,325 2,709 0.72% 0.72% 306 -140 -0.57% Q1 2026 Apr 22, 2026
Affiance Financial, LLC History Reduced 23,980 2,670 0.43% 0.48% 307 -2,294 -8.73% Q1 2026 Apr 14, 2026
Shum Financial Group, Inc. History Added to 23,904 2,662 1.88% 1.84% 308 +1,478 6.59% Q1 2026 Apr 22, 2026
Van Hulzen Asset Management, LLC History Added to 23,813 2,652 0.2% 0.2% 309 +28 0.12% Q1 2026 May 14, 2026
Integrity Advisory Solutions, LLC History Added to 23,678 2,637 0.35% 0.37% 310 +1,164 5.17% Q1 2026 May 11, 2026
Barden Capital Management, Inc. History Added to 23,662 2,635 2.25% 2.1% 311 +1,230 5.48% Q1 2026 Apr 07, 2026
Arkadios Wealth Advisors History Added to 23,562 2,624 0.04% 0.03% 312 +9,926 72.79% Q1 2026 May 18, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 23,532 2,620 1.27% 1.34% 313 -74 -0.31% Q1 2026 May 05, 2026
D.A. DAVIDSON & CO. History Added to 23,442 2,610 0.02% 0.01% 314 +2,931 14.29% Q1 2026 May 05, 2026
Financial Engines Advisors L.L.C. History Reduced 23,319 2,597 0.01% 0.01% 315 -169 -0.72% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 22,906 2,576 0.14% 0.06% 316 +11,417 99.37% Q1 2026 May 12, 2026
Foundation Wealth Management, LLC History Reduced 23,063 2,568 1.73% 1.73% 317 -53 -0.23% Q1 2026 May 04, 2026
BlackDiamond Wealth Management, LLC History Added to 22,938 2,554 1.23% 0.33% 318 +17,406 314.64% Q1 2026 May 12, 2026
Trust Point Inc. History Added to 22,777 2,536 0.22% 0.16% 319 +5,228 29.79% Q1 2026 Apr 15, 2026
Mendel Capital Management LLC History New 22,723 2,530 1.27% — 320 +22,723 New Q1 2026 Apr 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History New 22,658 2,523 0.84% — 321 +22,658 New Q1 2026 May 12, 2026
TSA Wealth Managment LLC History Reduced 22,642 2,521 0.81% 1.0% 322 -3,927 -14.78% Q1 2026 May 01, 2026
Auxano Advisors, LLC History Added to 22,632 2,520 0.5% 0.06% 323 +19,975 751.79% Q1 2026 May 01, 2026
InvesTrust History Added to 22,263 2,479 1.04% 0.96% 324 +518 2.38% Q1 2026 Apr 07, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 22,205 2,472 0.0% 0.0% 325 +1,294 6.19% Q1 2026 May 15, 2026
Davis Wealth Advisors, LLC History Added to 22,181 2,470 2.05% 0.56% 326 +16,265 274.93% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 22,130 2,464 0.05% 0.05% 327 -265 -1.18% Q1 2026 Apr 27, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 22,058 2,456 0.18% 0.18% 328 -663 -2.92% Q1 2026 Apr 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 22,027 2,453 0.27% 0.28% 329 -423 -1.88% Q1 2026 May 12, 2026
Summit Financial, LLC History Added to 21,915 2,440 0.03% 0.03% 330 +2,366 12.1% Q1 2026 May 15, 2026
Cornerstone Financial Management LLC History Added to 21,870 2,435 2.23% 2.25% 331 +824 3.92% Q1 2026 May 08, 2026
Altura Wealth Advisors Inc. History New 21,545 2,399 1.05% — 332 +21,545 New Q1 2026 May 12, 2026
Compound Planning, Inc. History Added to 21,490 2,393 0.07% 0.06% 333 +2,234 11.6% Q1 2026 May 14, 2026
Stone Summit Wealth LLC History Added to 21,157 2,356 0.66% 0.48% 334 +5,548 35.54% Q1 2026 Apr 22, 2026
Vestmark Advisory Solutions, Inc. History Added to 20,873 2,324 0.03% 0.01% 335 +11,761 129.07% Q1 2026 May 15, 2026
Avestar Capital, LLC History Reduced 20,793 2,315 0.15% 0.16% 336 -232 -1.1% Q1 2026 May 13, 2026
ONE Advisory Partners, LLC History Added to 20,674 2,302 0.71% 0.69% 337 +691 3.46% Q1 2026 Apr 13, 2026
VANCE WEALTH, LLC History Reduced 20,612 2,295 0.66% 0.72% 338 -565 -2.67% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Reduced 20,512 2,284 0.18% 0.19% 339 -358 -1.72% Q1 2026 Apr 22, 2026
Polaris Investment Advisors, LLC History Added to 20,185 2,247 1.64% 0.45% 340 +14,743 270.91% Q1 2026 Apr 21, 2026
Empire Life Investments Inc. History Reduced 19,633 2,232 0.14% 0.19% 341 -10,167 -34.12% Q1 2026 May 11, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 19,857 2,211 0.35% 0.36% 342 -241 -1.2% Q1 2026 Apr 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 19,764 2,201 1.61% 1.04% 343 +8,710 78.8% Q1 2026 Apr 27, 2026
OPPENHEIMER & CO INC History Added to 19,683 2,192 0.03% 0.03% 344 +850 4.51% Q1 2026 Apr 23, 2026
LifePlan Investment Advisors, Inc. History Added to 19,657 2,189 0.86% 0.2% 345 +15,355 356.93% Q1 2026 May 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 19,590 2,181 0.26% 0.3% 346 -3,098 -13.65% Q1 2026 Apr 21, 2026
Stonebrook Private Inc. History Reduced 19,577 2,180 0.46% 0.48% 347 -567 -2.81% Q1 2026 May 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 19,175 2,135 0.04% 0.04% 348 +173 0.91% Q1 2026 May 11, 2026
One Capital Management, LLC History Reduced 19,109 2,128 0.06% 0.07% 349 -281 -1.45% Q1 2026 May 12, 2026
Cannon Financial Strategists, Inc. History Reduced 19,087 2,125 0.28% 0.3% 350 -27 -0.14% Q1 2026 May 12, 2026
Spire Wealth Management History Added to 18,911 2,106 0.07% 0.06% 351 +2,521 15.38% Q1 2026 Apr 22, 2026
Tanglewood Wealth Management, Inc. History Reduced 18,883 2,103 0.17% 0.21% 352 -1,489 -7.31% Q1 2026 Apr 20, 2026
BLALOCK WILLIAMS, LLC History Added to 18,794 2,093 1.62% 0.17% 353 +16,911 898.09% Q1 2026 May 14, 2026
Clayton Financial Group LLC History Added to 18,595 2,070 1.06% 0.95% 354 +2,289 14.04% Q1 2026 Apr 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 18,565 2,067 0.13% 0.17% 355 -622,189 -97.1% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 17,909 2,040 0.04% 0.04% 356 0 0.0% Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Added to 18,288 2,036 0.03% 0.01% 357 +11,404 165.66% Q1 2026 Apr 08, 2026
Penobscot Investment Management Company, Inc. History No change 18,252 2,032 0.16% 0.16% 358 0 0.0% Q1 2026 Apr 29, 2026
OBSIDIAN CIO, LLC History New 18,170 2,023 1.82% — 359 +18,170 New Q1 2026 May 11, 2026
Commonwealth Retirement Investments LLC History Added to 17,972 2,001 0.62% 0.03% 360 +17,130 2034.44% Q1 2026 May 11, 2026
Lansing Street Advisors History Reduced 17,780 1,980 0.5% 0.52% 361 -196 -1.09% Q1 2026 Apr 28, 2026
Keel Point, LLC History No change 17,367 1,978 0.12% 0.12% 362 0 0.0% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 17,721 1,973 0.02% 0.03% 363 -4,547 -20.42% Q1 2026 May 13, 2026
Visionary Wealth Advisors History Reduced 17,710 1,972 0.09% 0.09% 364 -33 -0.19% Q1 2026 May 13, 2026
Gen-Wealth Partners Inc History Added to 17,660 1,966 0.62% 0.49% 365 +4,101 30.25% Q1 2026 May 08, 2026
ARK & TLK INVESTMENTS, LLC History No change 17,490 1,947 0.53% 0.55% 366 0 0.0% Q1 2026 May 12, 2026
MKD WEALTH COACHES, LLC History Reduced 17,434 1,941 1.91% 2.07% 367 -742 -4.08% Q1 2026 Apr 13, 2026
Focus Financial Network, Inc. History Reduced 17,326 1,929 0.07% 0.21% 368 -36,741 -67.95% Q1 2026 Apr 14, 2026
Stratos Wealth Advisors, LLC History Added to 17,268 1,923 0.12% 0.08% 369 +2,987 20.92% Q1 2026 Apr 28, 2026
Farmers & Merchants Trust Co of Long Beach History No change 17,204 1,916 0.45% 0.45% 370 0 0.0% Q1 2026 Apr 16, 2026
Allegheny Financial Group History Added to 17,188 1,914 0.26% 0.28% 371 +343 2.04% Q1 2026 Apr 16, 2026
Keystone Wealth Services, LLC History Added to 16,987 1,891 0.4% 0.4% 372 +368 2.21% Q1 2026 May 13, 2026
BCU Wealth Advisors, LLC History Added to 16,963 1,889 0.7% 0.12% 373 +14,286 533.66% Q1 2026 Apr 20, 2026
GTS SECURITIES LLC History Reduced 16,787 1,869 0.07% 0.1% 374 -7,767 -31.63% Q1 2026 May 14, 2026
Private Wealth Asset Management, LLC History Added to 16,764 1,867 0.2% 0.19% 375 +1,378 8.96% Q1 2026 May 06, 2026
Axis Wealth Partners, LLC History Reduced 16,513 1,839 0.98% 1.08% 376 -643 -3.75% Q1 2026 Apr 24, 2026
BridgePort Financial Solutions, LLC History Added to 16,210 1,805 0.51% 0.18% 377 +10,321 175.26% Q1 2026 Apr 16, 2026
Horst & Graben Wealth Management LLC History Added to 15,184 1,803 0.25% 0.25% 378 +342 2.3% Q1 2026 Apr 28, 2026
Paladin Advisory Group, LLC History Added to 16,047 1,787 1.36% 1.33% 379 +13 0.08% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 15,959 1,777 0.0% 0.0% 380 +12,785 402.8% Q1 2026 May 13, 2026
WealthPlan Investment Management, LLC History Reduced 15,808 1,760 0.1% 0.12% 381 -1,038 -6.16% Q1 2026 Apr 29, 2026
BROWN ADVISORY INC History Added to 15,673 1,745 0.0% 0.0% 382 +1,646 11.73% Q1 2026 May 15, 2026
CENTAURUS FINANCIAL, INC. History Reduced 15,662 1,744 0.08% 0.09% 383 -708 -4.32% Q1 2026 May 18, 2026
Cornerstone Wealth, LLC/TN History New 14,847 1,741 0.98% — 384 +14,847 New Q1 2026 May 19, 2026
Sequoia Financial Advisors, LLC History Added to 15,575 1,734 0.01% 0.01% 385 +1,794 13.02% Q1 2026 Apr 30, 2026
Strata Wealth Advisors, LLC History Reduced 15,464 1,722 0.47% 0.49% 386 -14 -0.09% Q1 2026 Apr 28, 2026
Midwest Trust Co History Added to 15,450 1,720 0.02% 0.02% 387 +145 0.95% Q1 2026 May 01, 2026
Triad Wealth Partners, LLC History Added to 15,346 1,709 0.14% 0.13% 388 +3,036 24.66% Q1 2026 Apr 16, 2026
Embree Financial Group History Reduced 15,151 1,687 0.2% 0.26% 389 -3,183 -17.36% Q1 2026 Apr 23, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 15,059 1,677 0.11% 0.11% 390 0 0.0% Q1 2026 May 14, 2026
Ironwood Investment Counsel, LLC History Added to 15,027 1,673 0.24% 0.24% 391 +172 1.16% Q1 2026 May 07, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 14,911 1,660 0.11% 0.09% 392 +2,857 23.7% Q1 2026 May 21, 2026
Wescott Financial Advisory Group, LLC History Added to 14,766 1,644 0.14% 0.13% 393 +1,687 12.9% Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History Added to 14,704 1,637 0.02% 0.02% 394 +3,243 28.3% Q1 2026 May 12, 2026
Sowell Financial Services LLC History Reduced 14,435 1,607 0.06% 0.07% 395 -1,300 -8.26% Q1 2026 Apr 20, 2026
FIRST HORIZON CORP History Reduced 14,125 1,573 0.07% 0.07% 396 -18 -0.13% Q1 2026 Apr 30, 2026
Able Wealth Management LLC History Added to 14,023 1,561 0.42% 0.07% 397 +12,004 594.55% Q1 2026 Apr 24, 2026
J.M. Arbour, LLC History New 13,919 1,550 1.49% — 398 +13,919 New Q1 2026 Apr 21, 2026
WEDBUSH SECURITIES INC History Added to 13,901 1,548 0.05% 0.04% 399 +2,831 25.57% Q1 2026 Apr 21, 2026
MATHER GROUP, LLC. History Added to 13,891 1,547 0.02% 0.02% 400 +177 1.29% Q1 2026 Apr 13, 2026
SGL Investment Advisors, Inc. History Added to 12,646 1,536 0.58% 0.51% 401 +1,700 15.53% Q1 2026 May 12, 2026
High Falls Advisors, Inc History No change 13,483 1,535 0.31% 0.31% 402 0 0.0% Q4 2025 Feb 18, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 13,705 1,526 0.63% 0.64% 403 -124 -0.9% Q1 2026 May 06, 2026
Dynamic Financial Group History Reduced 13,701 1,525 1.25% 1.33% 404 -8 -0.06% Q1 2026 May 12, 2026
Pachira Investments Inc. History Added to 13,652 1,520 0.71% 0.76% 405 +17 0.12% Q1 2026 Apr 27, 2026
Valeo Financial Advisors, LLC History Added to 13,615 1,516 0.04% 0.03% 406 +90 0.67% Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History Reduced 13,413 1,493 0.21% 0.22% 407 -762 -5.38% Q1 2026 Apr 24, 2026
VALLEY NATIONAL ADVISERS INC History Added to 13,391 1,490 0.19% 0.21% 408 +216 1.64% Q1 2026 Apr 15, 2026
5T Wealth, LLC History Reduced 13,314 1,482 0.59% 0.76% 409 -3,380 -20.25% Q1 2026 Apr 13, 2026
Two West Capital Advisors LLC History Added to 12,722 1,478 0.78% 0.3% 410 +8,151 178.32% Q1 2026 May 04, 2026
Snowden Capital Advisors LLC History Reduced 13,105 1,459 0.04% 0.06% 411 -7,327 -35.86% Q1 2026 May 14, 2026
Avidian Wealth Enterprises, LLC History Added to 13,073 1,455 0.05% 0.02% 412 +7,553 136.83% Q1 2026 May 07, 2026
FWG Investments, LLC. History Reduced 12,750 1,419 0.9% 1.02% 414 -1,333 -9.47% Q1 2026 Apr 21, 2026
APS Management Group, Inc. History Added to 12,748 1,419 1.21% 1.23% 413 +151 1.2% Q1 2026 Apr 15, 2026
Wingate Wealth Advisors, Inc. History Added to 12,709 1,415 0.76% 0.72% 415 +1,376 12.14% Q1 2026 May 01, 2026
Hardy Reed LLC History No change 12,520 1,394 0.1% 0.1% 416 0 0.0% Q1 2026 Apr 28, 2026
Bison Wealth, LLC History Reduced 11,469 1,392 0.13% 0.14% 417 -169 -1.45% Q1 2026 May 15, 2026
Claro Advisors Inc. History Reduced 12,491 1,391 0.17% 0.26% 418 -3,989 -24.21% Q1 2026 Apr 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 12,325 1,372 0.08% 0.02% 419 +9,116 284.08% Q1 2026 Apr 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 12,240 1,363 0.08% 0.01% 420 +10,533 617.05% Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 12,216 1,360 0.02% 0.02% 421 -825 -6.33% Q1 2026 May 01, 2026
Odyssey Capital Advisors, Inc. History Added to 12,154 1,353 1.21% 1.1% 422 +1,237 11.33% Q1 2026 Apr 29, 2026
HB Wealth Management, LLC History Added to 12,115 1,349 0.01% 0.01% 423 +2,933 31.94% Q1 2026 Apr 27, 2026
SAX WEALTH ADVISORS, LLC History No change 11,748 1,338 0.06% 0.06% 424 0 0.0% Q1 2026 Apr 08, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 12,009 1,337 0.6% 0.37% 425 +1,067 9.75% Q1 2026 Apr 09, 2026
Synergy Investment Management, LLC History Added to 12,005 1,336 0.44% 0.36% 426 +3,059 34.19% Q1 2026 May 14, 2026
EFG International AG History New 11,892 1,324 0.03% — 427 +11,892 New Q1 2026 May 15, 2026
Duncan Williams Asset Management, LLC History Reduced 11,844 1,319 0.37% 0.35% 428 -127 -1.06% Q1 2026 May 05, 2026
Mechanics Bank Trust Department History Reduced 11,704 1,303 0.18% 0.18% 429 -670 -5.41% Q1 2026 Apr 09, 2026
BEACON FINANCIAL PLANNING, INC History Added to 11,687 1,301 0.5% 0.35% 430 +5,339 84.11% Q1 2026 Apr 22, 2026
JABODON PT CO History New 11,655 1,298 0.15% — 431 +11,655 New Q1 2026 May 08, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 11,562 1,287 0.22% 0.21% 432 +548 4.98% Q1 2026 May 06, 2026
Capital Asset Managemnet, LLC History New 11,554 1,286 1.45% — 433 +11,554 New Q1 2026 Apr 14, 2026
Capital Investment Management, Inc. History New 11,478 1,278 0.44% — 434 +11,478 New Q1 2026 Apr 22, 2026
Brooklyn Investment Group History New 11,263 1,254 0.04% — 435 +11,263 New Q1 2026 Apr 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 11,236 1,251 0.1% 0.11% 436 0 0.0% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History No change 11,053 1,230 0.02% 0.02% 437 0 0.0% Q1 2026 Apr 21, 2026
Quadrant Private Wealth Management, LLC History Reduced 11,040 1,229 0.19% 0.23% 438 -1,045 -8.65% Q1 2026 May 06, 2026
BTC Capital Management, Inc. History No change 11,025 1,227 0.08% 0.09% 439 0 0.0% Q1 2026 Apr 20, 2026
Signal Advisors Wealth, LLC History Added to 10,895 1,213 0.08% 0.07% 440 +3,062 39.09% Q1 2026 Apr 17, 2026
Mayflower Financial Advisors, LLC History Added to 10,777 1,200 0.15% 0.15% 441 +48 0.45% Q1 2026 Apr 23, 2026
M Holdings Securities, Inc. History New 10,026 1,196 0.08% — 442 +10,026 New Q1 2026 May 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 10,712 1,193 0.03% 0.03% 443 +1,853 20.92% Q1 2026 Apr 28, 2026
Caprock Group, LLC History New 10,706 1,192 0.03% — 444 +10,706 New Q1 2026 May 11, 2026
Kestra Investment Management, LLC History Added to 10,697 1,191 0.02% 0.01% 445 +6,938 184.57% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 10,398 1,184 0.04% 0.04% 446 0 0.0% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Reduced 10,485 1,167 0.07% 0.14% 447 -10,133 -49.15% Q1 2026 Apr 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,449 1,164 0.0% 0.0% 448 0 0.0% Q1 2026 May 15, 2026
Interchange Capital Partners, LLC History Added to 11,500 1,156 0.37% 0.06% 449 +8,625 300.0% Q1 2026 Apr 23, 2026
Unify Financial Advisors History Added to 10,204 1,136 1.18% 0.24% 451 +8,197 408.42% Q1 2026 Apr 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 10,203 1,136 0.12% 0.13% 450 -539 -5.02% Q1 2026 Apr 23, 2026
Sovereign Financial Group, Inc. History New 10,200 1,135 0.2% — 452 +10,200 New Q1 2026 Apr 17, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 10,184 1,134 0.42% 0.37% 453 +1,472 16.9% Q1 2026 Apr 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,112 1,126 0.02% 0.03% 454 0 0.0% Q1 2026 May 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 10,101 1,125 0.01% 0.02% 455 -1,128 -10.05% Q1 2026 May 15, 2026
Facet Wealth, Inc. History Reduced 10,064 1,120 0.02% 0.02% 457 -1,375 -12.02% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History Reduced 10,063 1,120 0.03% 0.03% 456 -360 -3.45% Q1 2026 Apr 30, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 10,012 1,115 0.06% 0.03% 458 +7,772 346.96% Q1 2026 Apr 22, 2026
IEQ CAPITAL, LLC History Reduced 9,989 1,112 0.01% 0.0% 459 -67 -0.67% Q1 2026 May 14, 2026
Wealthfront Advisers LLC History Added to 9,961 1,109 0.0% 0.0% 460 +248 2.55% Q1 2026 May 05, 2026
Raleigh Capital Management Inc. History Added to 9,921 1,104 0.38% 0.02% 462 +9,325 1564.6% Q1 2026 Apr 28, 2026
Parallel Advisors, LLC History Added to 9,921 1,104 0.02% 0.02% 461 +1,849 22.91% Q1 2026 May 07, 2026
SMART Wealth LLC History Added to 9,853 1,097 0.32% 0.21% 463 +3,734 61.02% Q1 2026 Apr 23, 2026
Mainstream Capital Management LLC History Reduced 9,842 1,096 0.74% 0.74% 464 -43 -0.44% Q1 2026 Apr 17, 2026
Balance Wealth, LLC History Reduced 9,785 1,089 0.34% 0.37% 465 -447 -4.37% Q1 2026 Apr 20, 2026
Canvas Wealth Advisors, LLC History Reduced 9,754 1,086 0.18% 0.19% 466 -93 -0.94% Q1 2026 Apr 28, 2026
American State Bank (Iowa) History Added to 9,621 1,071 0.51% 0.52% 467 +85 0.89% Q1 2026 Apr 14, 2026
Arcadia Wealth Management, LLC History Reduced 9,532 1,061 0.38% 0.47% 468 -1,548 -13.97% Q1 2026 Apr 27, 2026
SOL Capital Management CO History Reduced 10,151 1,056 0.51% 0.42% 469 -30,619 -75.1% Q1 2026 Apr 24, 2026
Archer Investment Management, LLC History Added to 9,428 1,049 0.44% 0.18% 470 +6,423 213.74% Q1 2026 Apr 08, 2026
Meridian Wealth Management, LLC History Reduced 9,393 1,046 0.04% 0.04% 471 -295 -3.05% Q1 2026 May 06, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 9,377 1,044 0.83% 0.87% 472 +385 4.28% Q1 2026 May 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,328 1,038 0.01% 0.01% 473 +333 3.7% Q1 2026 May 13, 2026
Apeiron RIA LLC History Reduced 9,264 1,031 0.24% 0.39% 474 -6,710 -42.01% Q1 2026 Apr 27, 2026
Quest 10 Wealth Builders, Inc. History Added to 9,263 1,031 0.9% 0.94% 475 +59 0.64% Q1 2026 May 06, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 9,250 1,030 0.33% 0.24% 476 +3,230 53.65% Q1 2026 Apr 15, 2026
Sherman Wealth Management LLC History Reduced 9,199 1,024 0.88% 0.91% 477 -30 -0.33% Q1 2026 Apr 13, 2026
SAGE FINANCIAL GROUP INC History Added to 9,161 1,020 0.07% 0.07% 478 +225 2.52% Q1 2026 May 07, 2026
Calydon Capital History No change 9,162 1,020 0.17% 0.18% 479 0 0.0% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 9,156 1,019 0.0% 0.0% 480 +600 7.01% Q1 2026 May 15, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 9,127 1,016 0.16% 0.18% 481 -710 -7.22% Q1 2026 May 01, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 9,096 1,013 0.42% 0.43% 482 -1,641 -15.28% Q1 2026 Apr 14, 2026
Avantax Planning Partners, Inc. History Reduced 9,056 1,008 0.03% 0.03% 483 -1 -0.01% Q1 2026 May 04, 2026
Rehmann Capital Advisory Group History Reduced 9,041 1,006 0.05% 0.08% 485 -3,836 -29.79% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,040 1,006 0.0% 0.0% 484 -1,690 -15.75% Q1 2026 Apr 24, 2026
Taylor & Morgan Wealth Management, LLC History Added to 8,939 995 0.57% 0.47% 486 +1,500 20.16% Q1 2026 Apr 09, 2026
Godfrey Financial Associates, Inc. History Added to 10,988 991 0.85% 0.66% 487 +4,351 65.56% Q1 2026 May 11, 2026
Aspire Private Capital, LLC History Added to 8,895 990 0.22% 0.07% 488 +6,295 242.12% Q1 2026 Apr 22, 2026
LVW Advisors, LLC History Reduced 8,889 989 0.09% 0.17% 489 -5,575 -38.54% Q1 2026 Apr 20, 2026
Legacy Capital Wealth Partners, LLC History Reduced 8,836 984 0.2% 0.22% 490 -174 -1.93% Q1 2026 May 15, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 8,710 970 0.64% 0.5% 491 +2,168 33.14% Q1 2026 May 04, 2026
Western Wealth Management, LLC History Added to 8,669 965 0.04% 0.02% 492 +5,164 147.33% Q1 2026 May 19, 2026
BENJAMIN EDWARDS INC History Added to 8,639 962 0.01% 0.01% 493 +2,780 47.45% Q1 2026 May 12, 2026
Advocacy Wealth Management, LLC History Reduced 8,601 957 0.04% 0.05% 494 -1,206 -12.3% Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Added to 8,529 949 0.01% 0.0% 495 +5,449 176.92% Q1 2026 Apr 15, 2026
Centurion Wealth Management LLC History Added to 8,509 947 0.21% 0.13% 496 +3,243 61.58% Q1 2026 Apr 10, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 8,453 941 0.22% 0.24% 497 -505 -5.64% Q1 2026 Apr 09, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 8,447 940 0.32% 0.35% 498 -353 -4.01% Q1 2026 Apr 17, 2026
MYCIO WEALTH PARTNERS, LLC History No change 8,372 932 0.19% 0.2% 499 0 0.0% Q1 2026 Apr 29, 2026
HORAN Wealth, LLC History New 8,171 930 0.09% — 501 +8,171 New Q1 2026 May 08, 2026
Jacobi Capital Management LLC History Reduced 8,355 930 0.05% 0.06% 500 -564 -6.32% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Reduced 8,297 924 0.0% 0.0% 502 -92 -1.1% Q1 2026 May 14, 2026
Lifeworks Advisors, LLC History Added to 8,264 920 0.12% 0.05% 503 +5,046 156.81% Q1 2026 May 04, 2026
Causey Wealth LLC History Reduced 8,262 920 0.39% 0.55% 504 -1,631 -16.49% Q1 2026 May 12, 2026
BIP Wealth, LLC History Added to 8,243 918 0.04% 0.03% 505 +935 12.79% Q1 2026 Apr 27, 2026
Asempa Wealth Advisors History Reduced 8,058 916 0.8% 0.87% 506 -789 -8.92% Q1 2026 Apr 08, 2026
SEEDS INVESTOR LLC History New 7,551 911 0.12% — 507 +7,551 New Q1 2026 May 11, 2026
Dentgroup LLC History No change 7,963 907 0.62% 0.62% 508 0 0.0% Q4 2025 Jan 28, 2026
Milestone Investment Advisors LLC History Added to 8,114 903 0.22% 0.22% 509 +85 1.06% Q1 2026 May 05, 2026
Sigma Planning Corp History Added to 8,096 901 0.03% 0.02% 510 +1,400 20.91% Q1 2026 May 04, 2026
Targeted Financial Services LLC History Added to 8,058 897 0.74% 0.74% 511 +504 6.67% Q1 2026 Apr 15, 2026
PRIVATE TRUST CO NA History Added to 8,006 891 0.08% 0.05% 512 +3,052 61.61% Q1 2026 Apr 30, 2026
James J. Burns & Company, LLC History Reduced 7,909 880 0.12% 0.13% 513 -234 -2.87% Q1 2026 Apr 17, 2026
Richmond Investment Services, LLC History Added to 7,887 878 0.14% 0.03% 514 +6,117 345.59% Q1 2026 Apr 29, 2026
Faithward Advisors, LLC History Added to 7,845 873 0.12% 0.08% 516 +2,804 55.62% Q1 2026 Apr 17, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 7,844 873 0.1% 0.1% 515 -53 -0.67% Q1 2026 Apr 24, 2026
Accelerate Investment Advisors LLC History New 7,813 870 0.58% — 518 +7,813 New Q1 2026 Apr 13, 2026
Fragasso Financial Advisors Inc History Added to 7,678 870 0.05% 0.05% 517 +8 0.1% Q1 2026 Apr 07, 2026
Berger Financial Group, Inc History Reduced 7,798 868 0.05% 0.25% 521 -30,872 -79.83% Q1 2026 Apr 28, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Reduced 7,795 868 0.14% 0.26% 519 -5,910 -43.12% Q1 2026 May 14, 2026
Madden Advisory Services, Inc. History Added to 7,797 868 0.34% 0.23% 520 +2,797 55.94% Q1 2026 May 11, 2026
Sound Financial Strategies Group, LLC History Added to 7,763 864 0.59% 0.39% 523 +2,889 59.27% Q1 2026 May 08, 2026
First Citizens Financial Corp History Added to 7,763 864 0.41% 0.35% 522 +1,511 24.17% Q1 2026 Apr 07, 2026
Latitude Advisors, LLC History Reduced 7,765 864 0.4% 0.46% 524 -1,508 -16.26% Q1 2026 Apr 27, 2026
Transamerica Financial Advisors, LLC History New 7,737 861 0.07% — 525 +7,737 New Q1 2026 May 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 7,730 860 0.07% 0.02% 526 +5,751 290.6% Q1 2026 May 13, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 7,728 860 0.26% 0.33% 527 -1,375 -15.1% Q1 2026 Apr 28, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 7,700 857 0.19% 0.2% 528 0 0.0% Q1 2026 Apr 02, 2026
Palisade Asset Management, LLC History No change 7,684 855 0.09% 0.09% 529 0 0.0% Q1 2026 Apr 14, 2026
EverSource Wealth Advisors, LLC History Added to 7,663 853 0.03% 0.02% 530 +3,623 89.68% Q1 2026 May 15, 2026
Bryn Mawr Trust Advisors, LLC History Added to 7,621 848 0.04% 0.04% 531 +241 3.27% Q1 2026 May 04, 2026
Diversified Enterprises, LLC History Reduced 7,583 844 0.05% 0.06% 533 -1,209 -13.75% Q1 2026 May 14, 2026
WASHINGTON TRUST Co History Added to 7,583 844 0.03% 0.02% 532 +1,197 18.74% Q1 2026 Apr 06, 2026
GGM Financial LLC History Added to 7,419 826 0.38% 0.41% 534 +6 0.08% Q1 2026 May 11, 2026
Klingman & Associates, LLC History Added to 7,383 822 0.04% 0.04% 535 +58 0.79% Q1 2026 May 14, 2026
UNIQUE WEALTH, LLC History Reduced 7,256 808 0.11% 0.14% 536 -1,663 -18.65% Q1 2026 Apr 21, 2026
Prospera Financial Services Inc History Reduced 7,227 805 0.01% 0.01% 537 -402 -5.27% Q1 2026 Apr 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 7,195 801 0.61% 0.18% 538 +5,249 269.73% Q1 2026 Apr 27, 2026
Noble Family Wealth, LLC History No change 7,160 797 0.16% 0.17% 539 0 0.0% Q1 2026 Apr 23, 2026
KPP Advisory Services LLC History Reduced 7,147 796 0.12% 0.18% 540 -3,611 -33.57% Q1 2026 Apr 24, 2026
Copia Wealth Management History Reduced 7,072 787 0.54% 0.6% 541 -337 -4.55% Q1 2026 May 04, 2026
Alta Wealth Advisors LLC History New 7,059 786 0.26% — 542 +7,059 New Q1 2026 May 04, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 7,018 781 0.01% 0.01% 543 -1,355 -16.18% Q1 2026 May 15, 2026
SilverOak Wealth Management LLC History Added to 7,006 780 0.12% 0.11% 544 +928 15.27% Q1 2026 Apr 29, 2026
RCS Financial Planning, LLC History Added to 7,010 780 0.4% 0.34% 545 +71 1.02% Q1 2026 Apr 21, 2026
LMCG INVESTMENTS, LLC History Added to 6,958 774 0.05% 0.04% 546 +495 7.66% Q1 2026 Apr 29, 2026
NICOLET BANKSHARES INC History New 6,940 772 0.03% — 547 +6,940 New Q1 2026 May 14, 2026
Americana Partners, LLC History Added to 6,931 771 0.02% 0.02% 548 +212 3.16% Q1 2026 May 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 6,859 763 0.01% — 549 +6,859 New Q1 2026 May 08, 2026
Pointe Capital Management LLC History Added to 6,848 762 0.38% 0.3% 550 +1,579 29.97% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Added to 6,793 756 0.08% 0.08% 551 +499 7.93% Q1 2026 Apr 28, 2026
PFG Advisors History Reduced 6,766 753 0.04% 0.04% 552 -928 -12.06% Q1 2026 May 05, 2026
MAI Capital Management History Reduced 6,752 751 0.0% 0.0% 553 -287 -4.08% Q1 2026 May 15, 2026
NORTHLAND SECURITIES, INC. History Reduced 6,743 750 0.71% 0.75% 554 -88 -1.29% Q1 2026 May 04, 2026
Central Pacific Bank - Trust Division History Added to 6,715 747 0.1% 0.09% 555 +265 4.11% Q1 2026 Apr 07, 2026
Brookwood Investment Group LLC History Reduced 6,701 746 0.09% 0.11% 556 -1,680 -20.05% Q1 2026 May 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History New 6,676 743 0.02% — 558 +6,676 New Q1 2026 Apr 15, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 6,674 743 0.1% 0.11% 557 0 0.0% Q1 2026 Apr 21, 2026
OMNI 360 Wealth, Inc. History Reduced 6,651 740 0.38% 0.49% 559 -1,427 -17.67% Q1 2026 Apr 10, 2026
ROCKLAND TRUST CO History Reduced 6,641 739 0.03% 0.03% 560 -21 -0.32% Q1 2026 Apr 16, 2026
UNIVEST FINANCIAL Corp History Added to 6,625 737 0.04% 0.04% 561 +534 8.77% Q1 2026 May 01, 2026
EASTERN BANK History Reduced 6,603 735 0.01% 0.03% 562 -9,116 -57.99% Q1 2026 Apr 07, 2026
Financial Perspectives, Inc History Added to 6,426 715 0.2% 0.18% 563 +565 9.64% Q1 2026 May 11, 2026
Institute for Wealth Management, LLC. History Added to 6,413 714 0.08% 0.08% 564 +181 2.9% Q1 2026 May 13, 2026
Scarborough Advisors, LLC History New 6,342 706 0.08% — 565 +6,342 New Q1 2026 May 07, 2026
EWA, LLC History Reduced 6,339 705 0.16% 0.2% 566 -827 -11.54% Q1 2026 Apr 23, 2026
Confluence Wealth Services, Inc. History Added to 6,288 700 0.03% 0.03% 567 +26 0.42% Q1 2026 May 07, 2026
HAZLETT, BURT & WATSON, INC. History Added to 6,213 692 0.22% 0.21% 568 +430 7.44% Q1 2026 May 14, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 6,206 691 0.33% 0.35% 569 -158 -2.48% Q1 2026 May 12, 2026
Tassel Capital Management, Inc. History Added to 6,040 672 0.37% 0.38% 570 +525 9.52% Q1 2026 Apr 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 6,000 668 0.01% 0.01% 571 -224 -3.6% Q1 2026 May 04, 2026
BAYBAN History No change 5,997 667 0.58% 0.6% 572 0 0.0% Q1 2026 Apr 24, 2026
Semus Wealth Partners LLC History New 5,987 666 0.37% — 573 +5,987 New Q1 2026 Apr 24, 2026
Argent Trust Co History Added to 5,974 665 0.02% 0.01% 574 +4,217 240.01% Q1 2026 May 13, 2026
Cypress Capital Group History Reduced 5,958 663 0.07% 0.08% 575 -4 -0.07% Q1 2026 May 15, 2026
ASL Financial, LLC History Added to 5,947 662 0.53% 0.53% 576 +70 1.19% Q1 2026 Apr 09, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 5,932 660 0.04% 0.04% 577 -71 -1.18% Q1 2026 May 06, 2026
Evercore Wealth Management, LLC History Reduced 5,775 643 0.01% 0.01% 578 -27 -0.47% Q1 2026 May 15, 2026
KINTRA WEALTH, LLC History New 5,741 639 0.05% — 579 +5,741 New Q1 2026 May 15, 2026
FLP Wealth Management, LLC History Reduced 5,731 638 1.31% 1.63% 580 -323 -5.34% Q1 2026 Apr 28, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 5,700 634 0.0% 0.0% 581 -17,700 -75.64% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History No change 5,568 633 0.0% 0.0% 582 0 0.0% Q1 2026 May 12, 2026
Sentinel Advisory Group, LLC History New 5,590 622 0.3% — 583 +5,590 New Q1 2026 May 14, 2026
MidWestOne Financial Group, Inc. History No change 5,365 611 0.07% 0.07% 584 0 0.0% Q4 2025 Feb 12, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 5,471 609 0.07% 0.08% 585 -499 -8.36% Q1 2026 May 14, 2026
Birch Hill Investment Advisors LLC History No change 5,450 606 0.03% 0.03% 586 0 0.0% Q1 2026 Apr 29, 2026
Montecito Bank & Trust History Reduced 5,412 602 0.1% 0.1% 587 -87 -1.58% Q1 2026 Apr 16, 2026
Ascentis Independent Advisors History New 5,377 598 0.05% — 588 +5,377 New Q1 2026 Apr 28, 2026
WORLD EQUITY GROUP, INC. History New 5,334 594 0.15% — 590 +5,334 New Q1 2026 May 06, 2026
Decker Retirement Planning Inc. History Added to 5,335 594 0.27% 0.3% 589 +47 0.89% Q1 2026 Apr 20, 2026
ALERUS FINANCIAL NA History No change 5,326 593 0.03% 0.03% 591 0 0.0% Q1 2026 May 12, 2026
Kelman-Lazarov, Inc. History No change 5,295 589 0.08% 0.09% 592 0 0.0% Q1 2026 Apr 27, 2026
Legacy Edge Advisors, LLC History Added to 5,268 586 0.06% 0.04% 594 +1,903 56.55% Q1 2026 May 11, 2026
Independence Bank of Kentucky History No change 5,266 586 0.07% 0.07% 593 0 0.0% Q1 2026 Apr 30, 2026
Daybright Advisory Services, Inc. History Added to 5,169 575 0.16% 0.16% 595 +39 0.76% Q1 2026 May 12, 2026
Choate Investment Advisors History No change 5,148 573 0.01% 0.01% 596 0 0.0% Q1 2026 May 13, 2026
JT Stratford LLC History New 5,130 571 0.07% — 597 +5,130 New Q1 2026 May 15, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Reduced 5,119 570 0.26% 0.35% 598 -1,506 -22.73% Q1 2026 May 05, 2026
Betterment LLC History Reduced 5,090 567 0.0% 0.0% 599 -263 -4.91% Q1 2026 May 14, 2026
STEPHENS INC /AR/ History No change 5,030 560 0.01% 0.01% 600 0 0.0% Q1 2026 Apr 28, 2026
Jordan Park Group LLC History Reduced 5,021 559 0.03% 0.03% 601 -30 -0.59% Q1 2026 May 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,007 557 0.24% 0.24% 602 0 0.0% Q1 2026 May 01, 2026
Chicago Partners Investment Group LLC History No change 4,597 549 0.01% 0.01% 603 0 0.0% Q1 2026 May 04, 2026
Koshinski Asset Management, Inc. History Added to 4,893 544 0.03% 0.03% 604 +242 5.2% Q1 2026 Apr 27, 2026
Centennial Advisors, LLC History Reduced 4,841 539 0.69% 0.81% 605 -625 -11.43% Q1 2026 Apr 21, 2026
BEACON FINANCIAL GROUP History Added to 4,828 537 0.05% 0.05% 606 +105 2.22% Q1 2026 Apr 30, 2026
SCS Capital Management LLC History Reduced 4,783 532 0.01% 0.01% 607 -17 -0.35% Q1 2026 May 11, 2026
Narus Financial Partners, LLC History Reduced 4,751 529 0.14% 0.16% 610 -488 -9.31% Q1 2026 Apr 21, 2026
Harbour Capital Advisors, LLC History Reduced 4,431 529 0.1% 0.11% 609 -250 -5.34% Q1 2026 Apr 29, 2026
Plancorp, LLC History No change 4,470 529 0.02% 0.02% 608 0 0.0% Q1 2026 Apr 14, 2026
Legacy Wealth Partners, LLC History New 4,677 520 0.13% — 611 +4,677 New Q1 2026 Apr 17, 2026
Keystone Financial Group History New 4,623 518 0.04% — 613 +4,623 New Q1 2026 May 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 4,658 518 0.01% 0.01% 612 +440 10.43% Q1 2026 May 15, 2026
Bogart Wealth, LLC History No change 4,638 516 0.02% 0.02% 614 0 0.0% Q1 2026 Apr 28, 2026
Athena Investment Management History No change 4,619 514 0.27% 0.27% 615 0 0.0% Q1 2026 May 11, 2026
Ascentis Wealth Management, LLC History Added to 4,609 513 0.1% 0.07% 616 +1,823 65.43% Q1 2026 Apr 28, 2026
Inspire Advisors, LLC History Added to 4,566 508 0.04% 0.03% 617 +1,335 41.32% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 4,561 507 0.01% 0.01% 618 -5,708 -55.58% Q1 2026 Apr 27, 2026
Aprio Wealth Management, LLC History Added to 4,544 506 0.03% 0.03% 619 +98 2.2% Q1 2026 May 11, 2026
Leisure Capital Management History No change 4,477 498 0.17% 0.17% 620 0 0.0% Q1 2026 May 08, 2026
EHRLICH FINANCIAL GROUP History Reduced 4,462 496 0.29% 0.36% 621 -1,103 -19.82% Q1 2026 Apr 08, 2026
Peterson Wealth Advisors, LLC History Added to 4,420 492 0.07% 0.07% 622 +79 1.82% Q1 2026 Apr 09, 2026
MainStreet Investment Advisors LLC History Added to 4,400 490 0.07% 0.06% 623 +499 12.79% Q1 2026 May 11, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,398 489 0.02% 0.02% 624 -61 -1.37% Q1 2026 May 11, 2026
MONECO ADVISORS, LLC History Reduced 4,369 486 0.04% 0.04% 625 -73 -1.64% Q1 2026 May 07, 2026
PFG Investments, LLC History Added to 4,352 484 0.02% 0.01% 626 +2,258 107.83% Q1 2026 Apr 27, 2026
Chatterton & Associates Inc. History Added to 4,073 481 0.34% 0.29% 627 +1,103 37.14% Q1 2026 Apr 20, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 4,272 475 0.03% 0.04% 628 -1,467 -25.56% Q1 2026 May 15, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 4,263 474 0.23% 0.32% 629 -1,135 -21.03% Q1 2026 Apr 16, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,241 472 0.01% 0.01% 630 -12 -0.28% Q1 2026 Apr 13, 2026
Vision Retirement, LLC History Reduced 4,214 469 0.13% 0.2% 631 -2,404 -36.33% Q1 2026 May 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 4,211 468 0.05% 0.05% 632 +51 1.23% Q1 2026 Apr 16, 2026
Hickory Point Bank & Trust History No change 4,174 464 0.31% 0.34% 633 0 0.0% Q1 2026 Apr 03, 2026
Elevation Wealth Management LLC History Added to 4,140 461 0.42% 0.38% 634 +661 19.0% Q1 2026 May 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 4,119 458 0.2% — 636 +4,119 New Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,118 458 0.01% 0.01% 635 -456 -9.97% Q1 2026 May 15, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 4,101 456 0.12% 0.12% 637 +115 2.89% Q1 2026 May 01, 2026
Vann Equity Management LLC History New 4,044 450 0.32% — 638 +4,044 New Q1 2026 May 08, 2026
Aegis Wealth Management, Inc. History New 4,031 448 0.35% — 639 +4,031 New Q1 2026 Apr 20, 2026
OpenArc Corporate Advisory, LLC History Added to 4,016 447 0.01% 0.0% 640 +1,482 58.48% Q1 2026 May 11, 2026
Continuum Advisory, LLC History New 3,946 439 0.04% — 641 +3,946 New Q1 2026 Apr 22, 2026
Prime Capital Investment Advisors, LLC History Added to 3,917 436 0.01% 0.0% 642 +1,411 56.3% Q1 2026 May 08, 2026
DGS Capital Management, LLC History Reduced 3,904 434 0.07% 0.08% 643 -298 -7.09% Q1 2026 Apr 28, 2026
Hilltop National Bank History No change 3,875 431 0.1% 0.11% 644 0 0.0% Q1 2026 Apr 02, 2026
VestGen Investment Management History New 3,830 426 0.23% — 646 +3,830 New Q1 2026 May 12, 2026
Gallagher Fiduciary Advisors, LLC History New 3,830 426 0.02% — 647 +3,830 New Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 3,829 426 0.01% 0.01% 645 -612 -13.78% Q1 2026 Apr 21, 2026
ASSOCIATED BANC-CORP History Reduced 3,817 425 0.01% 0.01% 648 -4 -0.1% Q1 2026 May 01, 2026
Cooper Financial Group History Reduced 3,783 421 0.04% 0.06% 649 -1,287 -25.38% Q1 2026 Apr 07, 2026
Elevated Capital Advisors, LLC History Reduced 3,782 421 0.11% 0.11% 650 -270 -6.66% Q1 2026 Apr 30, 2026
Urban Financial Advisory Corp History Added to 3,774 420 0.15% 0.16% 651 +93 2.53% Q1 2026 May 08, 2026
Unified Investment Management History Reduced 3,778 420 0.43% 0.44% 652 -90 -2.33% Q1 2026 Apr 29, 2026
Diversified Trust Co History No change 3,747 417 0.01% 0.01% 653 0 0.0% Q1 2026 Apr 16, 2026
Cape Investment Advisory, Inc. History Added to 3,744 416 0.14% 0.02% 655 +3,269 688.21% Q1 2026 May 15, 2026
Krilogy Financial LLC History Added to 3,473 416 0.01% 0.01% 654 +1,683 94.02% Q1 2026 Apr 17, 2026
Balentine LLC History No change 3,731 415 0.02% 0.02% 656 0 0.0% Q1 2026 Apr 24, 2026
Kelly Financial Services LLC History New 3,688 410 0.1% — 659 +3,688 New Q1 2026 Apr 13, 2026
Wolff Financial Management LLC History Reduced 3,686 410 0.09% 0.1% 657 -63 -1.68% Q1 2026 Apr 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,687 410 0.03% 0.03% 658 0 0.0% Q1 2026 May 06, 2026
Pines Wealth Management, LLC History Reduced 3,671 408 0.13% 0.15% 660 -274 -6.95% Q1 2026 Apr 08, 2026
PUREfi Wealth, LLC History New 3,656 407 0.27% — 663 +3,656 New Q1 2026 Apr 28, 2026
ASPIRIANT, LLC History Reduced 3,659 407 0.01% 0.01% 661 -1 -0.03% Q1 2026 May 12, 2026
Guidance Point Advisors, LLC History No change 3,663 407 0.1% 0.1% 662 0 0.0% Q1 2026 May 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,615 402 0.01% 0.01% 664 0 0.0% Q1 2026 Apr 23, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 3,575 398 0.11% 0.1% 667 +277 8.4% Q1 2026 Apr 16, 2026
Connecticut Wealth Management, LLC History Added to 3,582 398 0.02% 0.02% 665 +249 7.47% Q1 2026 Apr 30, 2026
Aspen Wealth Management LLC History No change 3,582 398 0.08% 0.09% 666 0 0.0% Q1 2026 Apr 01, 2026
THEORY FINANCIAL LLC History Added to 3,573 397 0.14% 0.11% 669 +853 31.36% Q1 2026 May 05, 2026
DOLIVER ADVISORS, LP History No change 3,570 397 0.09% 0.1% 668 0 0.0% Q1 2026 Apr 08, 2026
GHP Investment Advisors, Inc. History Reduced 3,553 395 0.02% 0.02% 670 -23 -0.64% Q1 2026 Apr 21, 2026
Redwood Investment Management, LLC History Added to 3,533 393 0.05% 0.04% 671 +174 5.18% Q1 2026 May 14, 2026
Laurel Wealth Advisors LLC History Reduced 3,207 393 0.04% 0.05% 672 -1 -0.03% Q1 2026 May 12, 2026
FULTON BANK, N.A. History Reduced 3,501 389 0.01% 0.02% 673 -1,826 -34.28% Q1 2026 Apr 24, 2026
GWN SECURITIES INC. History New 3,473 386 0.07% — 674 +3,473 New Q1 2026 May 14, 2026
LongView Wealth Management History New 3,202 386 0.1% — 675 +3,202 New Q1 2026 Apr 15, 2026
Fisher Asset Management, LLC History Reduced 3,464 385 0.0% 0.0% 676 -1,154 -24.99% Q1 2026 May 05, 2026
Waldron Private Wealth LLC History Added to 3,439 383 0.01% 0.01% 677 +205 6.34% Q1 2026 Apr 10, 2026
Evanson Asset Management, LLC History Reduced 3,431 382 0.02% 0.02% 678 -51 -1.46% Q1 2026 Apr 08, 2026
Milestone Asset Management Group, LLC History No change 3,434 382 0.22% 0.22% 679 0 0.0% Q1 2026 May 14, 2026
Rothschild Wealth LLC History Reduced 3,423 381 0.03% 0.05% 680 -1,555 -31.24% Q1 2026 May 06, 2026
CGN Advisors LLC History Added to 3,392 377 0.03% 0.03% 681 +40 1.19% Q1 2026 Apr 13, 2026
FSA Advisors, Inc. History New 3,362 374 0.25% — 682 +3,362 New Q1 2026 May 06, 2026
Aspire Capital Advisors LLC History No change 3,355 373 0.08% 0.09% 683 0 0.0% Q1 2026 Apr 22, 2026
Tempus Wealth Planning, LLC History Reduced 3,348 372 0.09% 0.12% 684 -1,130 -25.23% Q1 2026 Apr 28, 2026
Fermata Advisors, LLC History Reduced 3,343 372 0.08% 0.1% 686 -279 -7.7% Q1 2026 Apr 08, 2026
HUB Investment Partners, LLC History Reduced 3,347 372 0.01% 0.01% 685 -27 -0.8% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 3,337 371 0.0% 0.0% 687 +258 8.38% Q1 2026 May 14, 2026
Bragg Financial Advisors, Inc History No change 3,331 370 0.01% 0.01% 688 0 0.0% Q1 2026 May 15, 2026
TD Capital Management LLC History No change 3,301 367 0.03% 0.03% 689 0 0.0% Q1 2026 May 11, 2026
Triangle Securities Wealth Management History Added to 3,288 366 0.08% 0.08% 690 +87 2.72% Q1 2026 Apr 20, 2026
Hobart Private Capital, LLC History Reduced 3,295 366 0.07% 0.07% 691 -45 -1.35% Q1 2026 Apr 07, 2026
Westfuller Advisors, LLC History No change 3,292 366 0.16% 0.15% 692 0 0.0% Q1 2026 Apr 28, 2026
Quantum Portfolio Management LLC History New 3,276 364 0.16% — 693 +3,276 New Q1 2026 May 01, 2026
Jaffetilchin Investment Partners, LLC History Added to 3,257 362 0.02% 0.02% 695 +19 0.59% Q1 2026 May 13, 2026
CONNING INC. History No change 3,255 362 0.01% 0.01% 694 0 0.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 3,245 361 0.01% 0.04% 697 -7,369 -69.43% Q1 2026 May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 3,246 361 0.03% 0.0% 696 +2,889 809.24% Q1 2026 Apr 23, 2026
Fiscal Wisdom Wealth Management, LLC History New 3,233 360 0.35% — 700 +3,233 New Q1 2026 May 06, 2026
HARDING LOEVNER LP History Added to 3,236 360 0.0% 0.0% 698 +1,442 80.38% Q1 2026 May 15, 2026
Ledyard National Bank History No change 3,238 360 0.03% 0.03% 699 0 0.0% Q1 2026 Apr 24, 2026
Stokes Family Office, LLC History Reduced 3,208 357 0.04% 0.06% 701 -2,383 -42.62% Q1 2026 May 11, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 3,167 352 0.01% 0.01% 702 -11 -0.35% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 3,059 348 0.03% 0.03% 703 0 0.0% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Reduced 3,083 343 0.02% 0.03% 704 -2,775 -47.37% Q1 2026 May 14, 2026
Perennial Investment Advisors, LLC History New 3,067 341 0.03% — 705 +3,067 New Q1 2026 May 15, 2026
Pettinga Financial Advisors LLC History Reduced 3,058 340 0.06% 0.07% 707 -85 -2.7% Q1 2026 Apr 13, 2026
FineMark National Bank & Trust History No change 2,992 340 0.01% 0.01% 706 0 0.0% Q4 2025 Feb 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 3,048 339 0.08% 0.06% 708 +830 37.42% Q1 2026 Apr 10, 2026
Wedmont Private Capital History No change 2,869 339 0.01% 0.01% 709 0 0.0% Q1 2026 Apr 09, 2026
LOCKERMAN FINANCIAL GROUP, INC. History New 3,034 337 0.61% — 710 +3,034 New Q1 2026 Apr 14, 2026
Modera Wealth Management, LLC History Added to 3,015 335 0.0% 0.0% 711 +682 29.23% Q1 2026 May 06, 2026
Elevated Financial Group LLC History Reduced 3,005 334 0.11% 0.17% 712 -1,349 -30.98% Q1 2026 May 11, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Added to 2,977 331 0.22% 0.22% 713 +70 2.41% Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History New 2,964 330 0.04% — 714 +2,964 New Q1 2026 May 15, 2026
PATTEN & PATTEN INC/TN History Added to 2,950 328 0.02% 0.01% 715 +839 39.74% Q1 2026 May 01, 2026
Security Financial Services, INC. History No change 2,886 328 0.05% 0.05% 716 0 0.0% Q4 2025 Jan 27, 2026
Heartwood Wealth Advisors LLC History New 2,933 326 0.03% — 717 +2,933 New Q1 2026 Apr 07, 2026
Cedar Point Capital Partners, LLC History Added to 2,922 325 0.21% 0.15% 718 +872 42.54% Q1 2026 May 06, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 2,894 322 0.24% 0.24% 719 0 0.0% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 2,886 321 0.0% 0.0% 720 -82 -2.76% Q1 2026 May 14, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Added to 2,890 321 0.26% 0.26% 721 +50 1.76% Q1 2026 Apr 16, 2026
Rossby Financial, LCC History Added to 2,808 319 0.07% 0.08% 722 +431 18.13% Q1 2026 May 11, 2026
Summit Financial Strategies, Inc. History Reduced 2,836 315 0.02% 0.03% 724 -826 -22.56% Q1 2026 May 01, 2026
Advisory Alpha, LLC History Added to 2,830 315 0.01% 0.01% 723 +153 5.72% Q1 2026 May 14, 2026
BESSEMER GROUP INC History Reduced 2,807 313 0.0% 0.0% 725 -63 -2.2% Q1 2026 May 06, 2026
Balefire, LLC History New 2,810 312 0.06% — 727 +2,810 New Q1 2026 May 07, 2026
Midwest Heritage Bank, FSB History Reduced 2,807 312 0.1% 0.14% 726 -815 -22.5% Q1 2026 Apr 15, 2026
KFA Private Wealth Group, LLC History New 2,798 311 0.07% — 729 +2,798 New Q1 2026 Apr 20, 2026
XY Planning Network, Inc. History New 2,739 311 0.05% — 730 +2,739 New Q1 2026 Apr 14, 2026
GeoWealth Management, LLC History Added to 2,797 311 0.01% 0.0% 728 +1,888 207.7% Q1 2026 May 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 2,780 309 0.02% 0.02% 731 -276 -9.03% Q1 2026 Apr 13, 2026
Hurlow Wealth Management Group, Inc. History Reduced 2,777 309 0.07% 0.08% 733 -10 -0.36% Q1 2026 Apr 22, 2026
TRUST CO OF VERMONT History No change 2,719 309 0.01% 0.01% 732 0 0.0% Q4 2025 Jan 16, 2026
Maridea Wealth Management LLC History Added to 2,767 308 0.04% 0.04% 734 +463 20.1% Q1 2026 Apr 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 2,762 307 0.15% 0.12% 735 +618 28.82% Q1 2026 May 15, 2026
Sequent Planning LLC History New 2,743 305 0.07% — 736 +2,743 New Q1 2026 Apr 21, 2026
Rollins Financial Advisors, LLC History Added to 2,733 304 0.05% 0.04% 737 +474 20.98% Q1 2026 May 05, 2026
NOVUS ADVISORS, LLC History Reduced 2,716 302 0.68% 0.72% 738 -136 -4.77% Q1 2026 Apr 27, 2026
AdvisorNet Financial, Inc History Added to 2,695 300 0.02% 0.01% 739 +831 44.58% Q1 2026 Apr 17, 2026
ERn Financial, LLC History Added to 2,695 300 0.06% 0.05% 740 +172 6.82% Q1 2026 Apr 24, 2026
Atlatl Advisers LLC History Added to 2,691 299 0.22% 0.09% 742 +631 30.63% Q1 2026 May 07, 2026
LANE BROTHERS & CO INC History Reduced 2,693 299 0.22% 0.24% 741 -229 -7.84% Q1 2026 May 05, 2026
SUTTON PLACE INVESTORS LLC History Reduced 2,677 298 0.16% 0.18% 743 -144 -5.1% Q1 2026 Apr 22, 2026
FOCUSED ALPHA, LLC History Added to 2,669 297 0.09% 0.09% 745 +36 1.37% Q1 2026 May 12, 2026
FLC Capital Advisors History No change 2,671 297 0.05% 0.06% 744 0 0.0% Q1 2026 May 01, 2026
Madison Wealth Partners, Inc History Added to 2,662 296 0.05% 0.05% 746 +82 3.18% Q1 2026 Apr 30, 2026
Index Technologies Group LLC History New 2,616 291 0.32% — 748 +2,616 New Q1 2026 Apr 29, 2026
CORTLAND ASSOCIATES INC/MO History No change 2,614 291 0.04% 0.04% 747 0 0.0% Q1 2026 Apr 30, 2026
Brand Asset Management Group, Inc. History New 2,609 290 0.08% — 750 +2,609 New Q1 2026 May 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 2,610 290 0.0% 0.01% 749 -900 -25.64% Q1 2026 May 12, 2026
Hemenway Trust Co LLC History New 2,600 289 0.02% — 751 +2,600 New Q1 2026 May 07, 2026
Legacy Wealth Asset Management, LLC History Reduced 2,587 288 0.07% 0.07% 752 -65 -2.45% Q1 2026 Apr 08, 2026
CERTUITY, LLC History New 2,581 287 0.02% — 754 +2,581 New Q1 2026 May 11, 2026
CURTIS WEALTH MANAGEMENT LLC History Added to 2,578 287 0.27% 0.19% 753 +730 39.5% Q1 2026 May 08, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 2,572 286 0.03% 0.03% 755 0 0.0% Q1 2026 May 14, 2026
JGP Wealth Management, LLC History Added to 2,560 285 0.03% 0.02% 757 +602 30.75% Q1 2026 Apr 08, 2026
Clarius Group, LLC History No change 2,505 285 0.02% 0.02% 756 0 0.0% Q4 2025 Jan 14, 2026
Quartz Partners, LLC History Reduced 2,540 282 0.11% 0.17% 758 -1,551 -37.91% Q1 2026 May 05, 2026
KELLY FINANCIAL GROUP LLC History Added to 2,523 280 0.07% 0.06% 759 +516 25.71% Q1 2026 Apr 09, 2026
VANGUARD GROUP INC History No change 2,445 278 0.0% 0.0% 760 0 0.0% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History No change 2,500 278 0.01% 0.01% 761 0 0.0% Q1 2026 May 12, 2026
Provenance Wealth Advisors, LLC History No change 2,504 278 0.03% 0.03% 762 0 0.0% Q1 2026 Apr 20, 2026
Retirement Solution LLC History Added to 2,489 277 0.07% 0.06% 763 +299 13.65% Q1 2026 May 11, 2026
Strathmore Capital Advisors, Inc. History New 2,307 275 0.08% — 766 +2,307 New Q1 2026 Apr 27, 2026
ALTFEST L J & CO INC History No change 2,473 275 0.03% 0.03% 764 0 0.0% Q1 2026 Apr 28, 2026
Synergy Financial Group, LTD History No change 2,473 275 0.21% 0.2% 765 0 0.0% Q1 2026 May 14, 2026
Resurgent Financial Advisors LLC History New 2,461 274 0.1% — 768 +2,461 New Q1 2026 May 12, 2026
Bonfire Financial History No change 2,468 274 0.21% 0.21% 767 0 0.0% Q1 2026 May 06, 2026
Cyndeo Wealth Partners, LLC History Reduced 2,458 273 0.01% 0.02% 769 -267 -9.8% Q1 2026 Apr 13, 2026
Global Wealth Strategies & Associates History Added to 2,447 272 0.07% 0.07% 770 +25 1.03% Q1 2026 Apr 03, 2026
My Personal CFO, LLC History No change 2,447 272 0.12% 0.12% 771 0 0.0% Q1 2026 Apr 21, 2026
SCOTIA CAPITAL INC. History Added to 2,431 270 0.0% 0.0% 772 +609 33.42% Q1 2026 May 13, 2026
TritonPoint Partners, LLC History Added to 2,423 269 0.1% 0.13% 774 +354 17.11% Q1 2026 Apr 28, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,416 269 0.04% 0.04% 773 0 0.0% Q1 2026 Apr 21, 2026
JMG Financial Group, Ltd. History Reduced 2,411 268 0.01% 0.01% 775 -1,013 -29.59% Q1 2026 May 07, 2026
Goldstein Advisors, LLC History Added to 2,412 268 0.03% 0.03% 777 +40 1.69% Q1 2026 Apr 28, 2026
Vantage Financial Partners, LLC History No change 2,357 268 0.05% 0.05% 776 0 0.0% Q4 2025 Feb 03, 2026
Heritage Family Offices, LLP History Reduced 2,404 267 0.12% 0.15% 778 -421 -14.9% Q1 2026 Apr 08, 2026
Bedminster, LLC History Reduced 2,375 264 0.25% 0.3% 780 -473 -16.61% Q1 2026 Apr 24, 2026
Fonville Wealth Management LLC History No change 2,375 264 0.05% 0.06% 779 0 0.0% Q1 2026 Apr 20, 2026
MONEY CONCEPTS CAPITAL CORP History New 2,367 263 0.01% — 781 +2,367 New Q1 2026 Apr 30, 2026
A4 Wealth Advisors LLC History Reduced 2,356 262 0.21% 0.29% 783 -565 -19.34% Q1 2026 May 11, 2026
Oakworth Capital, Inc. History No change 2,355 262 0.01% 0.01% 782 0 0.0% Q1 2026 Apr 24, 2026
Yoffe Investment Management, LLC History No change 2,358 262 0.34% 0.34% 784 0 0.0% Q1 2026 Apr 21, 2026
Clear Retirement Advice LLC History No change 2,331 259 0.2% 0.21% 785 0 0.0% Q1 2026 Apr 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,273 258 0.02% 0.01% 787 +722 46.55% Q1 2026 May 01, 2026
Beacon Financial Advisory LLC History Reduced 2,323 258 0.06% 0.08% 786 -533 -18.66% Q1 2026 Apr 27, 2026
Cedarwood Wealth LLC History Added to 2,325 258 0.26% 0.3% 788 +100 4.49% Q1 2026 May 05, 2026
Orin Green Financial, LLC History Reduced 2,310 257 0.11% 0.12% 789 -253 -9.87% Q1 2026 Apr 29, 2026
Proactive Wealth Strategies LLC History New 2,300 256 0.05% — 791 +2,300 New Q1 2026 Apr 29, 2026
Walkner Condon Financial Advisors LLC History Reduced 2,304 256 0.03% 0.04% 790 -91 -3.8% Q1 2026 Apr 28, 2026
Williams Jones Wealth Management, LLC. History New 2,293 255 0.0% — 792 +2,293 New Q1 2026 May 05, 2026
Walleye Partners, LLC History No change 2,265 252 0.31% 0.29% 793 0 0.0% Q1 2026 Apr 23, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,260 251 0.02% 0.02% 794 0 0.0% Q1 2026 Apr 27, 2026
NWAM LLC History New 2,237 249 0.01% — 795 +2,237 New Q1 2026 May 04, 2026
Strategic Financial Concepts, LLC History New 2,225 247 0.06% — 797 +2,225 New Q1 2026 May 12, 2026
Stirlingshire Investments, Inc. History New 2,219 247 0.22% — 796 +2,219 New Q1 2026 May 04, 2026
Rosenberg Matthew Hamilton History Reduced 2,216 246 0.05% 0.06% 798 -217 -8.92% Q1 2026 Apr 06, 2026
Centerline Wealth Advisors, LLC History Reduced 2,186 243 0.09% 0.27% 799 -4,420 -66.91% Q1 2026 Apr 14, 2026
Networth Advisors, LLC History Reduced 2,183 243 0.17% 0.2% 800 -254 -10.42% Q1 2026 Apr 22, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 2,170 241 0.04% — 801 +2,170 New Q1 2026 Apr 28, 2026
CHANNEL WEALTH LLC History Reduced 2,160 240 0.06% 0.06% 802 -2 -0.09% Q1 2026 May 11, 2026
UPTICK PARTNERS, LLC History Reduced 2,149 239 0.05% 0.06% 803 -176 -7.57% Q1 2026 May 01, 2026
WEALTHGARDEN F.S. LLC History New 2,132 237 0.16% — 805 +2,132 New Q1 2026 May 04, 2026
Cornerstone Wealth Management, LLC History Reduced 2,131 237 0.01% 0.02% 804 -1,070 -33.43% Q1 2026 Apr 23, 2026
Neumann Capital Management, LLC History No change 2,125 236 0.07% 0.07% 806 0 0.0% Q1 2026 Apr 13, 2026
CRA Financial Services, LLC History No change 2,125 236 0.03% 0.03% 807 0 0.0% Q1 2026 Apr 09, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,118 235 0.02% 0.02% 808 0 0.0% Q1 2026 Apr 23, 2026
Freestone Capital Holdings, LLC History Reduced 2,096 233 0.01% 0.01% 809 -158 -7.01% Q1 2026 May 13, 2026
HBK Sorce Advisory LLC History New 1,900 232 0.0% — 810 +1,900 New Q1 2026 May 11, 2026
Community Financial Services Group, LLC History No change 2,033 231 0.04% 0.04% 811 0 0.0% Q1 2026 Apr 08, 2026
Financial Partners Group, Inc History No change 2,051 228 0.03% 0.03% 812 0 0.0% Q1 2026 Apr 10, 2026
Watchman Group, Inc. History Reduced 2,047 227 0.05% 0.3% 813 -9,058 -81.57% Q1 2026 Apr 20, 2026
Sanchez Gaunt Capital Management, LLC History New 2,046 227 0.14% — 814 +2,046 New Q1 2026 Apr 14, 2026
Total Wealth Planning, LLC History No change 1,952 222 0.48% 0.48% 815 0 0.0% Q4 2025 Feb 13, 2026
Commonwealth Financial Services, LLC History Reduced 1,988 221 0.03% 0.04% 816 -66 -3.21% Q1 2026 May 07, 2026
Accretive Wealth Partners, LLC History No change 1,992 221 0.06% 0.07% 817 0 0.0% Q1 2026 Apr 22, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,967 219 0.01% 0.02% 818 0 0.0% Q1 2026 Apr 10, 2026
Veracity Capital LLC History New 1,966 218 0.08% — 819 +1,966 New Q1 2026 Apr 09, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History New 1,950 217 0.02% — 821 +1,950 New Q1 2026 May 12, 2026
FIRST FINANCIAL CORP /IN/ History Added to 1,952 217 0.09% 0.07% 820 +319 19.53% Q1 2026 Apr 07, 2026
FLAGSTAR ADVISORS INC History New 1,947 216 0.08% — 822 +1,947 New Q1 2026 May 12, 2026
Goelzer Investment Management, Inc. History New 1,939 215 0.01% — 823 +1,939 New Q1 2026 Apr 09, 2026
Essex Bank History Reduced 1,929 214 0.05% 0.05% 824 -182 -8.62% Q1 2026 Apr 17, 2026
Haverford Trust Co History Reduced 1,910 212 0.0% 0.0% 825 -757 -28.38% Q1 2026 May 11, 2026
NorthLanding Financial Partners, LLC History No change 1,900 211 0.17% 0.17% 826 0 0.0% Q1 2026 Apr 27, 2026
XML Financial, LLC History No change 1,899 211 0.02% 0.02% 827 0 0.0% Q1 2026 Apr 16, 2026
SHUFRO ROSE & CO LLC History No change 1,880 209 0.01% 0.01% 828 0 0.0% Q1 2026 May 15, 2026
Cornerstone Wealth Group, LLC History New 1,744 207 0.01% — 829 +1,744 New Q1 2026 Apr 22, 2026
Plante Moran Financial Advisors, LLC History No change 1,852 206 0.01% 0.01% 830 0 0.0% Q1 2026 May 05, 2026
Opal Wealth Advisors, LLC History Reduced 1,849 205 0.05% 0.1% 832 -1,455 -44.04% Q1 2026 Apr 14, 2026
Journey Beyond Wealth, LLC History Reduced 1,848 205 0.18% 0.17% 833 -51 -2.69% Q1 2026 Apr 28, 2026
CIBC Private Wealth Group LLC History No change 1,805 205 0.0% 0.0% 831 0 0.0% Q4 2025 Feb 12, 2026
Hudson Portfolio Management LLC History No change 1,840 204 0.17% 0.18% 834 0 0.0% Q1 2026 May 14, 2026
MEANS INVESTMENT CO., INC. History No change 1,827 203 0.02% 0.02% 835 0 0.0% Q1 2026 Apr 24, 2026
Alhambra Investment Management LLC History No change 1,831 203 0.09% 0.1% 836 0 0.0% Q1 2026 Apr 15, 2026
AA Financial Advisors, LLC History New 1,818 202 0.03% — 838 +1,818 New Q1 2026 Apr 20, 2026
Daviman Financial, LLC History Reduced 1,823 202 0.12% 0.15% 837 -365 -16.68% Q1 2026 Apr 23, 2026
CIBC Bancorp USA Inc. History New 1,805 201 0.0% — 840 +1,805 New Q1 2026 May 12, 2026
Intelligence Driven Advisers, LLC History No change 1,807 201 0.04% 0.03% 839 0 0.0% Q1 2026 May 15, 2026
Bank of Jackson Hole Trust History No change 1,755 195 0.09% 0.09% 841 0 0.0% Q1 2026 May 12, 2026
Hyundai Investments Co., Ltd. History Reduced 1,786 192 0.22% 0.45% 842 -2,251 -55.76% Q1 2026 May 15, 2026
REAP Financial Group, LLC History Reduced 1,732 192 0.04% 0.04% 843 -62 -3.46% Q1 2026 May 11, 2026
Osbon Capital Management LLC History Reduced 1,656 184 0.15% 0.18% 844 -57 -3.33% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,636 182 0.0% 0.0% 845 -6,148 -78.98% Q1 2026 May 14, 2026
Sage Mountain Advisors LLC History No change 1,616 179 0.01% 0.01% 846 0 0.0% Q1 2026 May 11, 2026
ORG Partners LLC History No change 1,571 178 0.03% 0.03% 847 0 0.0% Q4 2025 Jan 14, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,481 173 0.21% 0.23% 848 +1 0.07% Q1 2026 Apr 29, 2026
Founders Financial Alliance, LLC History Added to 1,531 170 0.03% 0.02% 849 +660 75.77% Q1 2026 May 11, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,500 167 0.08% 0.08% 850 0 0.0% Q1 2026 Apr 13, 2026
Larson Financial Group LLC History Reduced 1,472 163 0.01% 0.02% 851 -3,243 -68.78% Q1 2026 May 15, 2026
Capital Advisor Network LLC History New 1,472 163 0.19% — 852 +1,472 New Q1 2026 May 13, 2026
New Republic Capital, LLC History Added to 1,456 162 0.05% 0.0% 853 +1,317 947.48% Q1 2026 May 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,387 154 0.01% 0.02% 854 -799 -36.55% Q1 2026 Apr 13, 2026
Sound Income Strategies, LLC History Reduced 1,359 154 0.01% 0.01% 855 -694 -33.8% Q1 2026 Apr 27, 2026
Vanguard National Trust Co History New 1,381 153 0.01% — 856 +1,381 New Q1 2026 May 08, 2026
Merkkuri Wealth Advisors LLC History New 1,336 148 0.1% — 857 +1,336 New Q1 2026 Apr 21, 2026
WEBSTER BANK, N. A. History No change 1,295 144 0.01% 0.01% 858 0 0.0% Q1 2026 Apr 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,212 134 0.01% 0.01% 859 0 0.0% Q1 2026 May 08, 2026
VANGUARD ADVISERS INC History New 1,155 128 0.0% — 860 +1,155 New Q1 2026 May 08, 2026
ASHTON THOMAS SECURITIES, LLC History New 1,100 122 0.02% — 862 +1,100 New Q1 2026 May 18, 2026
ADVISORTRUST PARTNERS, LLC History New 1,099 122 0.05% — 863 +1,099 New Q1 2026 May 06, 2026
GAMMA Investing LLC History Reduced 1,100 122 0.01% 0.01% 861 -461 -29.53% Q1 2026 Apr 06, 2026
Hanson & Doremus Investment Management History No change 1,074 120 0.01% 0.01% 864 0 0.0% Q1 2026 Apr 17, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,060 118 0.01% 0.01% 865 0 0.0% Q1 2026 Apr 14, 2026
Hamrick Investment Counsel, llc History Added to 1,050 116 0.06% 0.02% 866 +825 366.67% Q1 2026 May 11, 2026
Pinnacle Bancorp, Inc. History No change 973 108 0.03% 0.03% 867 0 0.0% Q1 2026 Apr 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 972 108 0.01% 0.01% 868 0 0.0% Q1 2026 May 06, 2026
Dynamic Wealth Strategies, LLC History No change 967 107 0.06% 0.07% 869 0 0.0% Q1 2026 May 13, 2026
Peterson Wealth Services History No change 960 106 0.03% 0.03% 870 0 0.0% Q1 2026 Apr 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 949 105 0.02% 0.01% 871 +86 9.97% Q1 2026 May 11, 2026
Strategic Wealth Partners, Ltd. History Reduced 947 105 0.01% 0.01% 872 -23 -2.37% Q1 2026 May 12, 2026
Addison Advisors LLC History No change 943 105 0.02% 0.02% 873 0 0.0% Q1 2026 May 08, 2026
WOLFF WIESE MAGANA LLC History No change 935 104 0.06% 0.06% 874 0 0.0% Q1 2026 Apr 13, 2026
WHITTIER TRUST CO History No change 900 102 0.0% 0.0% 875 0 0.0% Q1 2026 Apr 28, 2026
Murphy & Mullick Capital Management Corp History No change 902 100 0.07% 0.07% 876 0 0.0% Q1 2026 Apr 17, 2026
Indiana Trust & Investment Management Co History Added to 894 99 0.03% 0.02% 878 +183 25.74% Q1 2026 Apr 28, 2026
MeadowBrook Investment Advisors LLC History No change 891 99 0.09% 0.09% 877 0 0.0% Q1 2026 Apr 22, 2026
Planning Project LLC History No change 853 97 0.02% 0.02% 879 0 0.0% Q4 2025 Feb 12, 2026
POM Investment Strategies, LLC History Added to 869 96 0.12% 0.0% 880 +837 2615.63% Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History Added to 830 92 0.01% 0.01% 881 +385 86.52% Q1 2026 Apr 21, 2026
Wealth Enhancement Trust Services, Inc. History No change 805 89 0.01% 0.01% 882 0 0.0% Q1 2026 Apr 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 749 88 0.0% 0.0% 883 0 0.0% Q1 2026 Apr 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 725 82 0.0% 0.0% 884 0 0.0% Q1 2026 Apr 28, 2026
Litman Gregory Wealth Management LLC History No change 723 82 0.01% 0.01% 885 0 0.0% Q4 2025 Feb 12, 2026
Tidemark, LLC History Added to 728 81 0.02% 0.02% 886 +67 10.14% Q1 2026 May 07, 2026
Atlantic Union Bankshares Corp History No change 716 79 0.0% 0.0% 887 0 0.0% Q1 2026 May 12, 2026
BALLAST ADVISORS LLC History No change 681 76 0.02% 0.02% 888 0 0.0% Q1 2026 May 12, 2026
Ares Financial Consulting, LLC History No change 642 73 0.06% 0.07% 889 0 0.0% Q1 2026 Apr 02, 2026
HOEY INVESTMENTS, INC History No change 639 71 0.01% 0.01% 890 0 0.0% Q1 2026 Apr 28, 2026
Atlantic Private Wealth, LLC History No change 639 71 0.05% 0.05% 891 0 0.0% Q1 2026 May 08, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 609 67 0.1% 0.1% 892 0 0.0% Q1 2026 May 01, 2026
Global Assets Advisory, LLC History New 573 63 0.02% — 893 +573 New Q1 2026 May 01, 2026
Leo H. Evart, Inc. History New 539 60 0.05% — 894 +539 New Q1 2026 May 13, 2026
Activest Wealth Management History No change 536 59 0.01% 0.01% 895 0 0.0% Q1 2026 Apr 15, 2026
Allspring Global Investments Holdings, LLC History No change 530 59 0.0% 0.0% 896 0 0.0% Q1 2026 May 05, 2026
Dunhill Financial, LLC History Added to 519 57 0.01% 0.01% 898 +187 56.33% Q1 2026 May 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 512 57 0.03% 0.03% 899 +50 10.82% Q1 2026 May 13, 2026
Mascoma Wealth Management LLC History No change 519 57 0.01% 0.01% 897 0 0.0% Q1 2026 Apr 30, 2026
Clark Wealth Partners History Reduced 511 56 0.04% 0.04% 900 -29 -5.37% Q1 2026 May 11, 2026
SALEM INVESTMENT COUNSELORS INC History New 502 55 0.0% — 903 +502 New Q1 2026 Apr 29, 2026
HighMark Wealth Management LLC History Reduced 498 55 0.02% 0.03% 901 -174 -25.89% Q1 2026 May 05, 2026
Motiv8 Investments LLC History No change 479 55 0.03% 0.03% 902 0 0.0% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 487 54 0.0% 0.0% 904 0 0.0% Q1 2026 May 07, 2026
Frazier Financial Advisors, LLC History No change 493 54 0.03% 0.03% 905 0 0.0% Q1 2026 May 05, 2026
Coston, McIsaac & Partners History No change 480 53 0.01% 0.01% 906 0 0.0% Q1 2026 Apr 22, 2026
Destiny Wealth Partners, LLC History New 465 51 0.01% — 908 +465 New Q1 2026 May 11, 2026
Missouri Trust & Investment Co History No change 460 51 0.01% 0.02% 907 0 0.0% Q1 2026 May 14, 2026
Glass Jacobson Investment Advisors llc History No change 454 50 0.02% 0.02% 909 0 0.0% Q1 2026 Apr 23, 2026
Philadelphia Investment Partners, LLC History New 446 49 0.03% — 910 +446 New Q1 2026 May 05, 2026
Integrity Financial Corp /WA History No change 437 48 0.02% 0.02% 911 0 0.0% Q1 2026 May 14, 2026
Imprint Wealth LLC History No change 434 48 0.22% 0.23% 912 0 0.0% Q1 2026 May 15, 2026
West Financial Advisors, LLC History Added to 430 47 0.01% 0.01% 913 +44 11.4% Q1 2026 Apr 08, 2026
Hughes Financial Services, LLC History No change 426 47 0.01% 0.01% 914 0 0.0% Q1 2026 Apr 29, 2026
Team Financial Group, LLC History Reduced 415 46 0.02% 0.02% 915 -8 -1.89% Q1 2026 May 01, 2026
Bradley & Co. Private Wealth Management, LLC History No change 422 46 0.02% 0.03% 916 0 0.0% Q1 2026 May 13, 2026
Financial Gravity Asset Management, Inc. History No change 413 45 0.01% 0.01% 917 0 0.0% Q1 2026 May 08, 2026
AMERIFLEX GROUP, INC. History Reduced 397 44 0.02% 0.03% 918 -160 -28.73% Q1 2026 May 15, 2026
Colonial Trust Co / SC History Reduced 362 40 0.01% 0.01% 921 -12 -3.21% Q1 2026 May 12, 2026
CVA Family Office, LLC History No change 366 40 0.0% 0.0% 919 0 0.0% Q1 2026 Apr 29, 2026
TUCKER ASSET MANAGEMENT LLC History No change 359 40 0.01% 0.01% 920 0 0.0% Q4 2025 Feb 05, 2026
NorthAvenue LLC History No change 364 40 0.03% 0.03% 922 0 0.0% Q1 2026 Apr 15, 2026
Collier Financial History No change 350 39 0.03% 0.03% 923 0 0.0% Q1 2026 May 11, 2026
AlphaCore Capital LLC History Added to 333 37 0.0% 0.0% 924 +41 14.04% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Reduced 327 36 0.0% 0.0% 926 -362 -52.54% Q1 2026 Apr 24, 2026
Wellington Grp LLC History New 332 36 0.01% — 928 +332 New Q1 2026 May 22, 2026
Birchwood Financial Partners, Inc. History Reduced 330 36 0.03% 0.06% 927 -180 -35.29% Q1 2026 May 05, 2026
Hamilton Point Investment Advisors, LLC History No change 326 36 0.01% 0.01% 925 0 0.0% Q1 2026 May 06, 2026
Cedar Mountain Advisors, LLC History No change 322 35 0.01% 0.01% 929 0 0.0% Q1 2026 Apr 30, 2026
Harbor Asset Planning, Inc. History No change 321 35 0.03% 0.03% 930 0 0.0% Q1 2026 Apr 22, 2026
TSFG, LLC History Reduced 306 34 0.01% 0.01% 931 -19 -5.85% Q1 2026 Apr 27, 2026
Innovative Asset Advisors Group, LLC History New 302 33 0.02% — 934 +302 New Q1 2026 May 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 302 33 0.0% 0.0% 932 0 0.0% Q1 2026 Apr 16, 2026
Anchor Investment Management, LLC History No change 301 33 0.0% 0.0% 933 0 0.0% Q1 2026 May 01, 2026
Wells Financial Advisors INC History Reduced 295 32 0.15% 0.24% 935 -820 -73.54% Q1 2026 May 07, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 293 32 0.03% — 936 +293 New Q1 2026 Apr 16, 2026
Aventura Private Wealth, LLC History New 284 31 0.01% — 938 +284 New Q1 2026 May 05, 2026
Coastline Trust Co History New 282 31 0.0% — 937 +282 New Q1 2026 Apr 03, 2026
Breakwater Investment Management History No change 275 30 0.01% 0.01% 939 0 0.0% Q1 2026 May 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 278 30 0.03% 0.03% 940 0 0.0% Q1 2026 Apr 22, 2026
PROTECTIVE LIFE CORP History New 254 28 0.09% — 941 +254 New Q1 2026 May 13, 2026
Richardson Capital Management LLC History Reduced 244 27 0.01% 0.02% 945 -22 -8.27% Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 246 27 0.0% 0.0% 942 0 0.0% Q1 2026 May 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 245 27 0.0% 0.0% 943 0 0.0% Q1 2026 May 11, 2026
Riverview Trust Co History No change 248 27 0.03% 0.03% 944 0 0.0% Q1 2026 May 01, 2026
Rice Partnership, LLC History No change 250 27 0.0% 0.0% 946 0 0.0% Q1 2026 May 07, 2026
Signature Equity Partners, LLC History Added to 237 26 0.01% 0.0% 948 +218 1147.37% Q1 2026 May 13, 2026
ST GERMAIN D J CO INC History No change 234 26 0.0% 0.0% 947 0 0.0% Q1 2026 Apr 13, 2026
Bangor Savings Bank History No change 227 25 0.0% 0.0% 949 0 0.0% Q1 2026 Apr 01, 2026
ADIRONDACK TRUST CO History No change 199 22 0.01% 0.01% 950 0 0.0% Q1 2026 Apr 03, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 190 21 0.01% 0.01% 953 -45 -19.15% Q1 2026 Apr 22, 2026
ATWOOD & PALMER INC History No change 193 21 0.0% 0.0% 951 0 0.0% Q1 2026 Apr 15, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 191 21 0.01% 0.01% 952 0 0.0% Q4 2025 Jan 20, 2026
Nova Wealth Management, Inc. History New 183 20 0.01% — 955 +183 New Q1 2026 Apr 14, 2026
ROGCO, LP History No change 188 20 0.01% 0.01% 954 0 0.0% Q1 2026 May 04, 2026
TOMPKINS FINANCIAL CORP History Reduced 178 19 0.0% 0.0% 957 -28 -13.59% Q1 2026 Apr 09, 2026
HOWE & RUSLING INC History No change 173 19 0.0% 0.0% 956 0 0.0% Q1 2026 Apr 28, 2026
EPG Wealth Management LLC History No change 179 19 0.01% 0.01% 958 0 0.0% Q1 2026 May 07, 2026
Park Place Capital Corp History No change 173 19 0.0% 0.0% 959 0 0.0% Q1 2026 Apr 09, 2026
WealthCollab, LLC History No change 171 19 0.01% 0.01% 960 0 0.0% Q1 2026 May 13, 2026
Walsh & Associates, LLC History No change 175 19 0.02% 0.02% 961 0 0.0% Q1 2026 May 15, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 162 18 0.01% 0.01% 962 0 0.0% Q1 2026 May 12, 2026
Magnolia Wealth Management, LLC History New 161 17 0.01% — 965 +161 New Q1 2026 May 06, 2026
Triumph Capital Management History No change 155 17 0.0% 0.0% 963 0 0.0% Q1 2026 May 13, 2026
WFA of San Diego, LLC History No change 157 17 0.01% 0.01% 964 0 0.0% Q1 2026 May 11, 2026
Arlington Trust Co LLC History No change 145 16 0.0% 0.0% 966 0 0.0% Q1 2026 Apr 08, 2026
Bravera Wealth History No change 147 16 0.01% 0.01% 967 0 0.0% Q1 2026 Apr 22, 2026
SIMPLEX TRADING, LLC History New 142 15 0.0% — 969 +142 New Q1 2026 May 14, 2026
Measured Wealth Private Client Group, LLC History New 137 15 0.0% — 970 +137 New Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 134 15 0.0% 0.0% 968 +2 1.52% Q1 2026 May 01, 2026
GILL CAPITAL PARTNERS, LLC History New 128 14 0.0% — 972 +128 New Q1 2026 Apr 13, 2026
Ransom Advisory, Ltd History No change 131 14 0.01% 0.01% 971 0 0.0% Q4 2025 Jan 06, 2026
Bernard Wealth Management Corp. History No change 120 13 0.01% 0.01% 973 0 0.0% Q1 2026 May 14, 2026
Smithfield Trust Co History No change 100 12 0.0% 0.0% 974 0 0.0% Q1 2026 May 08, 2026
Glassman Wealth Services History No change 109 12 0.0% 0.0% 975 0 0.0% Q1 2026 May 04, 2026
Center for Financial Planning, Inc. History No change 110 12 0.0% 0.0% 976 0 0.0% Q1 2026 May 04, 2026
TopTier Wealth Management, LLC History New 107 11 0.01% — 980 +107 New Q1 2026 May 05, 2026
Horizon Investments, LLC History Added to 104 11 0.0% 0.0% 977 +52 100.0% Q1 2026 May 14, 2026
Hurley Capital, LLC History No change 101 11 0.01% 0.01% 978 0 0.0% Q1 2026 May 06, 2026
Nalls Sherbakoff Group, LLC History No change 100 11 0.01% 0.01% 979 0 0.0% Q4 2025 Mar 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 87 10 0.0% 0.0% 981 0 0.0% Q1 2026 May 06, 2026
Wagner Wealth Management, LLC History New 87 9 0.0% — 987 +87 New Q1 2026 Apr 24, 2026
Operose Advisors LLC History Reduced 83 9 0.0% 0.0% 985 -13 -13.54% Q1 2026 May 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 87 9 0.0% 0.0% 982 0 0.0% Q1 2026 Apr 17, 2026
TANAKA CAPITAL MANAGEMENT INC History No change 81 9 0.02% 0.02% 983 0 0.0% Q1 2026 May 18, 2026
Sunbelt Securities, Inc. History No change 84 9 0.0% 0.0% 984 0 0.0% Q1 2026 May 15, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 84 9 0.0% 0.0% 986 0 0.0% Q1 2026 May 14, 2026
Smallwood Wealth Investment Management, LLC History New 79 8 0.0% — 994 +79 New Q1 2026 Apr 22, 2026
N.E.W. Advisory Services LLC History New 73 8 0.0% — 993 +73 New Q1 2026 May 04, 2026
Crewe Advisors LLC History No change 74 8 0.0% 0.0% 988 0 0.0% Q1 2026 May 07, 2026
Quaker Wealth Management, LLC History No change 77 8 0.0% 0.0% 989 0 0.0% Q1 2026 Apr 10, 2026
DHJJ Financial Advisors, Ltd. History No change 79 8 0.0% 0.0% 990 0 0.0% Q1 2026 Apr 09, 2026
Millstone Evans Group, LLC History No change 72 8 0.0% 0.0% 991 0 0.0% Q1 2026 Apr 30, 2026
Roxbury Financial LLC History No change 74 8 0.01% 0.01% 992 0 0.0% Q1 2026 Apr 17, 2026
True Link Financial Advisors, LLC History New 67 7 0.0% — 996 +67 New Q1 2026 Apr 29, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 66 7 0.0% 0.0% 995 +25 60.98% Q1 2026 Apr 17, 2026
Align Financial, LLC History Reduced 54 6 0.0% 0.0% 998 -6,098 -99.12% Q1 2026 May 08, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 60 6 0.0% 0.0% 997 0 0.0% Q1 2026 May 08, 2026
Capital Investment Advisory Services, LLC History No change 51 5 0.0% 0.0% 999 0 0.0% Q1 2026 May 05, 2026
HHM Wealth Advisors, LLC History No change 47 5 0.0% 0.0% 1000 0 0.0% Q1 2026 Apr 17, 2026
Signature Resources Capital Management, LLC History No change 45 5 0.0% 0.0% 1001 0 0.0% Q1 2026 May 01, 2026
Clearstead Advisors, LLC History New 38 4 0.0% — 1008 +38 New Q1 2026 May 06, 2026
Intentional Wealth Strategies, LLC History New 36 4 0.0% — 1009 +36 New Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Added to 40 4 0.0% — 1002 +34 566.67% Q1 2026 May 08, 2026
Versant Capital Management, Inc History No change 43 4 0.0% 0.0% 1003 0 0.0% Q1 2026 Apr 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 38 4 0.0% 0.0% 1004 0 0.0% Q1 2026 May 01, 2026
Ankerstar Wealth, LLC History No change 41 4 0.0% 0.0% 1005 0 0.0% Q1 2026 May 13, 2026
Topsail Wealth Management, LLC History No change 36 4 0.0% 0.0% 1006 0 0.0% Q1 2026 Apr 21, 2026
Medallion Wealth Advisors, LLC History No change 42 4 0.0% 0.0% 1007 0 0.0% Q1 2026 Apr 24, 2026
Tower Research Capital LLC (TRC) History Reduced 31 3 0.0% 0.0% 1011 -82 -72.57% Q1 2026 May 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 35 3 0.0% 0.0% 1010 0 0.0% Q1 2026 May 05, 2026
Trust Co History No change 31 3 0.0% 0.0% 1012 0 0.0% Q1 2026 Apr 13, 2026
SITTNER & NELSON, LLC History No change 30 3 0.0% 0.0% 1013 0 0.0% Q1 2026 May 11, 2026
NFSG Corp History No change 35 3 0.0% 0.0% 1014 0 0.0% Q1 2026 May 05, 2026
New Millennium Group LLC History No change 33 3 0.0% 0.0% 1015 0 0.0% Q4 2025 Feb 06, 2026
Sachetta, LLC History No change 34 3 0.0% 0.0% 1016 0 0.0% Q1 2026 May 01, 2026
ROTHSCHILD INVESTMENT LLC History New 25 2 0.0% — 1019 +25 New Q1 2026 May 07, 2026
Grove Bank & Trust History New 23 2 0.0% — 1020 +23 New Q1 2026 Apr 08, 2026
Rialto Wealth Management, LLC History New 21 2 0.0% — 1021 +21 New Q1 2026 May 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 18 2 0.0% — 1022 +18 New Q1 2026 Apr 21, 2026
Keating Financial Advisory Services, Inc. History New 18 2 0.0% — 1023 +18 New Q1 2026 May 15, 2026
SHP Wealth Management History No change 22 2 0.0% 0.0% 1017 0 0.0% Q1 2026 May 08, 2026
Hilton Head Capital Partners, LLC History No change 21 2 0.0% 0.0% 1018 0 0.0% Q1 2026 Apr 20, 2026
GODSEY & GIBB, INC History Reduced 15 1 0.0% 0.0% 1024 -7 -31.82% Q1 2026 Apr 20, 2026
CX Institutional History New 5 1 0.0% — 1031 +5 New Q1 2026 Apr 06, 2026
CHELSEA COUNSEL CO History No change 13 1 0.0% 0.0% 1025 0 0.0% Q1 2026 Apr 23, 2026
SIGNATUREFD, LLC History No change 9 1 0.0% 0.0% 1026 0 0.0% Q1 2026 Apr 07, 2026
ESL Trust Services, LLC History No change 15 1 0.0% 0.0% 1027 0 0.0% Q1 2026 May 07, 2026
Provident Wealth Management, LLC History No change 13 1 0.0% 0.0% 1028 0 0.0% Q1 2026 Apr 17, 2026
Stephens Consulting, LLC History No change 11 1 0.0% 0.0% 1029 0 0.0% Q4 2025 Jan 13, 2026
United Financial Planning Group LLC History No change 10 1 0.0% 0.0% 1030 0 0.0% Q1 2026 May 08, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.06% — -134,703 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.14% — -56,479 -100.0% Q1 2026 Apr 23, 2026
Neuberger Berman Group LLC History Closed out 0 0 — 0.0% — -41,791 -100.0% Q1 2026 May 14, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.1% — -27,338 -100.0% Q1 2026 May 15, 2026
M1 Capital Management LLC History Closed out 0 0 — 1.3% — -27,273 -100.0% Q1 2026 May 08, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.02% — -17,322 -100.0% Q1 2026 May 15, 2026
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 — 0.12% — -15,974 -100.0% Q1 2026 Apr 20, 2026
KM Capital Management Ltd. History Closed out 0 0 — 0.85% — -14,591 -100.0% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 — 0.0% — -13,442 -100.0% Q1 2026 May 15, 2026
Venturi Wealth Management, LLC History Closed out 0 0 — 0.06% — -12,310 -100.0% Q1 2026 Apr 21, 2026
Emergent Wealth Advisors, LLC History Closed out 0 0 — 0.7% — -10,859 -100.0% Q1 2026 Apr 07, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.03% — -9,036 -100.0% Q1 2026 May 01, 2026
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 — 0.04% — -8,385 -100.0% Q1 2026 May 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -7,351 -100.0% Q1 2026 May 05, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.55% — -7,011 -100.0% Q1 2026 May 08, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.03% — -6,456 -100.0% Q1 2026 May 12, 2026
Pallas Capital Advisors LLC History Closed out 0 0 — 0.02% — -5,771 -100.0% Q1 2026 Apr 21, 2026
Wealthcare Advisory Partners LLC History Closed out 0 0 — 0.01% — -5,523 -100.0% Q1 2026 Apr 14, 2026
DRW Securities, LLC History Closed out 0 0 — 0.02% — -5,116 -100.0% Q1 2026 May 13, 2026
Integrated Advisors Network LLC History Closed out 0 0 — 0.02% — -4,921 -100.0% Q1 2026 Apr 28, 2026
FFG RETIREMENT ADVISORS LLC History Closed out 0 0 — 0.3% — -4,282 -100.0% Q1 2026 Apr 15, 2026
Integrated Wealth Management History Closed out 0 0 — 0.47% — -3,712 -100.0% Q1 2026 Apr 22, 2026
BCS Wealth Management History Closed out 0 0 — 0.04% — -3,682 -100.0% Q1 2026 Apr 17, 2026
Busey Bank History Closed out 0 0 — 0.01% — -3,606 -100.0% Q1 2026 Apr 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.0% — -2,851 -100.0% Q1 2026 May 05, 2026
Intrua Financial, LLC History Closed out 0 0 — 0.03% — -2,336 -100.0% Q1 2026 Apr 23, 2026
MIDLAND WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -2,280 -100.0% Q1 2026 May 07, 2026
American Trust History Closed out 0 0 — 0.02% — -2,245 -100.0% Q1 2026 May 01, 2026
Ridgeline Wealth, LLC History Closed out 0 0 — 0.18% — -2,235 -100.0% Q1 2026 Apr 15, 2026
Beacon Bridge Wealth Partners, LLC History Closed out 0 0 — 0.08% — -2,210 -100.0% Q1 2026 May 05, 2026
Foster Group, Inc. History Closed out 0 0 — 0.01% — -2,164 -100.0% Q1 2026 Apr 13, 2026
Global View Capital Management LLC History Closed out 0 0 — 0.04% — -2,091 -100.0% Q1 2026 May 04, 2026
Tailwinds Wealth, LLC History Closed out 0 0 — 0.25% — -2,066 -100.0% Q1 2026 May 01, 2026
DecisionMap Wealth Management, LLC History Closed out 0 0 — 0.14% — -2,056 -100.0% Q1 2026 Apr 15, 2026
KEYVANTAGE WEALTH, LLC History Closed out 0 0 — 0.1% — -2,023 -100.0% Q1 2026 May 05, 2026
AVAII WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.08% — -1,975 -100.0% Q1 2026 Apr 21, 2026
Venture Visionary Partners LLC History Closed out 0 0 — 0.01% — -1,948 -100.0% Q1 2026 May 14, 2026
BAM Wealth Management, LLC History Closed out 0 0 — 0.16% — -1,937 -100.0% Q1 2026 Apr 17, 2026
Professional Financial Advisors, LLC History Closed out 0 0 — 0.04% — -1,879 -100.0% Q1 2026 Apr 13, 2026
Magnus Financial Group LLC History Closed out 0 0 — 0.02% — -1,825 -100.0% Q1 2026 Apr 10, 2026
MSH Capital Advisors LLC History Closed out 0 0 — 0.04% — -1,780 -100.0% Q1 2026 May 08, 2026
NTV ASSET MANAGEMENT LLC History Closed out 0 0 — 0.02% — -1,771 -100.0% Q1 2026 Apr 28, 2026
Van Diest Capital, LLC History Closed out 0 0 — 0.3% — -1,764 -100.0% Q1 2026 May 15, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — 0.09% — -1,531 -100.0% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.04% — -822 -100.0% Q1 2026 May 04, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.05% — -589 -100.0% Q1 2026 Apr 16, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.01% — -527 -100.0% Q1 2026 May 01, 2026
Woodside Wealth Management LLC History Closed out 0 0 — 0.03% — -404 -100.0% Q1 2026 Apr 13, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.02% — -305 -100.0% Q1 2026 Apr 30, 2026
Basepoint Wealth LLC History Closed out 0 0 — 0.02% — -221 -100.0% Q1 2026 May 07, 2026
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -165 -100.0% Q1 2026 Apr 15, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.02% — -160 -100.0% Q1 2026 Apr 16, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -158 -100.0% Q1 2026 May 06, 2026
MASECO LLP History Closed out 0 0 — 0.0% — -87 -100.0% Q1 2026 Apr 21, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -77 -100.0% Q1 2026 May 15, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Closed out 0 0 — 0.0% — -66 -100.0% Q1 2026 May 11, 2026
American Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -60 -100.0% Q1 2026 Apr 29, 2026
Morton Brown Family Wealth, LLC History Closed out 0 0 — 0.0% — -51 -100.0% Q1 2026 Apr 20, 2026
Cherry Tree Wealth Management, LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q1 2026 May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q1 2026 Apr 14, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q1 2026 Apr 13, 2026
Reyes Financial Architecture, Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q1 2026 May 11, 2026
NVWM, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q1 2026 Apr 27, 2026
Kozak & Associates, Inc. History New 3 0 — — — +3 New Q1 2026 Apr 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 15, 2026