iSHARES TRUST - ESGD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 9,421,820 900,914 0.07% 0.07% 1 -1,311,209 -12.22% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 7,788,801 721,009 0.05% 0.05% 2 -298,137 -3.69% Q1 2026 May 13, 2026
Empower Advisory Group, LLC History Reduced 5,474,027 523,426 1.36% 1.69% 3 -1,088,415 -16.59% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 4,711,100 450,475 0.06% 0.06% 4 +1,169 0.02% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 4,330,948 414,125 0.02% 0.02% 5 -61,593 -1.4% Q1 2026 May 15, 2026
FMR LLC History Added to 3,973,464 379,942 0.02% 0.02% 6 +348,135 9.6% Q1 2026 May 15, 2026
Betterment LLC History Reduced 3,918,891 374,724 0.71% 0.72% 7 -28,114 -0.71% Q1 2026 May 14, 2026
TIAA Wealth Investment Management LLC History New 2,874,555 266,097 2.03% — 8 +2,874,555 New Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Added to 1,814,697 173,521 0.02% 0.02% 9 +344,382 23.42% Q1 2026 May 15, 2026
Acorns Advisers, LLC History Reduced 1,578,342 150,921 1.12% 1.14% 10 -14,617 -0.92% Q1 2026 May 14, 2026
UBS Group AG History Added to 1,546,466 147,873 0.02% 0.02% 11 +323,848 26.49% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,521,293 145,465 0.03% 0.03% 12 -241,894 -13.72% Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,482,809 141,786 0.04% 0.04% 13 +40,540 2.81% Q1 2026 May 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,432,910 137,014 0.2% 0.2% 14 +62,930 4.59% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,234,641 118,056 0.07% 0.07% 15 +33,058 2.75% Q1 2026 May 07, 2026
Wealthfront Advisers LLC History Reduced 1,208,522 115,558 0.25% 0.27% 16 -38,766 -3.11% Q1 2026 May 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,111,041 106,237 1.58% 1.83% 17 -211,311 -15.98% Q1 2026 May 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,059,587 101,317 0.39% — 18 +1,059,587 New Q1 2026 May 12, 2026
SPINNAKER TRUST History Reduced 1,047,931 100,203 5.55% 5.36% 19 -4,847 -0.46% Q1 2026 Apr 23, 2026
AMERIPRISE FINANCIAL INC History Added to 1,003,439 95,933 0.02% 0.02% 20 +51,589 5.42% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 947,377 90,588 0.05% 0.04% 21 +121,406 14.7% Q1 2026 May 08, 2026
LPL Financial LLC History Added to 907,428 86,768 0.02% 0.02% 22 +112,233 14.11% Q1 2026 May 06, 2026
BlackRock, Inc. History Added to 853,371 81,599 0.0% 0.0% 23 +1,657 0.19% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 833,783 79,473 0.1% 0.08% 24 +94,959 12.85% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 819,887 78,397 0.11% 0.1% 25 +11,051 1.37% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History Added to 643,821 61,562 0.73% 0.67% 26 +26,967 4.37% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 624,015 59,668 0.11% 0.18% 27 +13,650 2.24% Q1 2026 May 01, 2026
EP Wealth Advisors, LLC History Reduced 619,047 59,193 0.29% 0.31% 28 -1,854 -0.3% Q1 2026 May 14, 2026
Creative Planning History Added to 595,730 56,963 0.04% 0.04% 29 +35,802 6.39% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 522,218 49,934 0.05% 0.05% 30 +2,992 0.58% Q1 2026 May 05, 2026
ROYAL BANK OF CANADA History Reduced 488,801 46,741 0.01% 0.01% 31 -37,099 -7.05% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 449,387 42,970 0.15% 0.17% 32 -117,558 -20.74% Q1 2026 May 12, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 439,002 41,977 0.86% 0.82% 33 +7,220 1.67% Q1 2026 May 15, 2026
Olde Wealth Management, LLC History Added to 423,213 40,467 12.81% 11.98% 34 +13,562 3.31% Q1 2026 May 12, 2026
IMPACTfolio, LLC History Added to 420,121 40,171 17.07% 15.95% 35 +20,743 5.19% Q1 2026 Apr 30, 2026
JANE STREET GROUP, LLC History Reduced 381,632 36,491 0.0% 0.02% 36 -1,015,810 -72.69% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Reduced 369,066 35,290 0.03% 0.04% 37 -11,189 -2.94% Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History Added to 368,679 35,253 0.19% 0.14% 38 +153,891 71.65% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Reduced 353,077 33,761 0.2% 0.21% 39 -10,946 -3.01% Q1 2026 May 05, 2026
Bond & Devick Financial Network, Inc. History Reduced 335,830 32,112 8.96% 9.12% 40 -4,589 -1.35% Q1 2026 Apr 08, 2026
Corient Private Wealth LLC History Added to 318,854 30,488 0.04% 0.04% 41 +14,378 4.72% Q1 2026 May 15, 2026
Mariner, LLC History Added to 318,634 30,467 0.04% 0.03% 42 +15,793 5.21% Q1 2026 May 13, 2026
High Note Wealth, LLC History Reduced 314,519 30,074 5.91% 5.89% 43 -1,635 -0.52% Q1 2026 May 11, 2026
Composition Wealth, LLC History Added to 303,573 29,027 0.4% 0.4% 44 +7,390 2.5% Q1 2026 Apr 08, 2026
EASTERN BANK History Added to 298,727 28,564 0.49% 0.46% 45 +16,643 5.9% Q1 2026 Apr 07, 2026
Ally Invest Advisors Inc. History Added to 290,163 27,745 1.87% 1.86% 46 +7,185 2.54% Q1 2026 May 12, 2026
AlTi Global, Inc. History Added to 285,644 27,313 0.59% 0.57% 47 +5,464 1.95% Q1 2026 May 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 281,817 26,947 0.47% 0.48% 48 -261 -0.09% Q1 2026 May 04, 2026
Clearstead Advisors, LLC History Added to 262,174 25,069 0.23% 0.0% 49 +260,663 17251.03% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 259,032 24,768 0.01% 0.01% 50 -5,805 -2.19% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 255,607 24,441 0.07% 0.06% 51 -12,224 -4.56% Q1 2026 May 04, 2026
Forefront Analytics, LLC History Added to 254,427 24,328 22.13% 17.73% 52 +43,237 20.47% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 249,821 23,887 0.0% 0.0% 53 +144,366 136.9% Q1 2026 May 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 244,683 23,413 0.05% 0.03% 54 -7,366 -2.92% Q1 2026 Apr 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 243,261 23,260 0.08% 0.09% 55 -30,220 -11.05% Q1 2026 Apr 24, 2026
BLAIR WILLIAM & CO/IL History Added to 231,547 22,140 0.06% 0.05% 56 +18,135 8.5% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 238,877 22,039 0.01% 0.01% 57 +35,954 17.72% Q1 2026 May 15, 2026
LFA - Lugano Financial Advisors SA History No change 229,552 21,949 11.16% 11.27% 58 0 0.0% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 219,808 21,018 0.05% 0.06% 59 -11,625 -5.02% Q1 2026 Apr 30, 2026
Stanich Group LLC History Added to 219,010 20,941 15.96% 15.17% 60 +7,419 3.51% Q1 2026 Apr 15, 2026
MATHER GROUP, LLC. History Added to 216,863 20,736 0.21% 0.21% 61 +3,084 1.44% Q1 2026 Apr 13, 2026
Ellevest, Inc. History Added to 215,582 20,613 2.87% 2.72% 62 +9,049 4.38% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 214,200 20,449 0.04% 0.04% 63 -9,062 -4.06% Q1 2026 May 01, 2026
Steward Partners Investment Advisory, LLC History Added to 204,003 19,506 0.1% 0.1% 64 +10,723 5.55% Q1 2026 May 08, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 203,846 19,491 0.77% 0.74% 65 +400 0.2% Q1 2026 Apr 14, 2026
FinArc Investments, Inc. History New 188,524 18,026 17.35% — 66 +188,524 New Q1 2026 May 20, 2026
Baird Financial Group, Inc. History Added to 185,581 17,745 0.03% 0.03% 67 +2,884 1.58% Q1 2026 May 14, 2026
Private Advisor Group, LLC History Added to 181,928 17,395 0.08% 0.07% 68 +24,673 15.69% Q1 2026 Apr 24, 2026
ALLIANCEBERNSTEIN L.P. History Added to 177,523 16,880 0.01% 0.0% 69 +50,751 40.03% Q1 2026 May 15, 2026
Windsor Capital Management, LLC History Reduced 175,739 16,804 4.74% 4.75% 70 -5,249 -2.9% Q1 2026 Apr 10, 2026
Financial Engines Advisors L.L.C. History Added to 164,104 15,691 0.03% 0.03% 71 +4,414 2.76% Q1 2026 May 14, 2026
Modera Wealth Management, LLC History Reduced 148,243 14,174 0.17% 0.16% 72 -1,301 -0.87% Q1 2026 May 06, 2026
Global Retirement Partners, LLC History No change 147,726 14,047 0.25% 0.25% 73 0 0.0% Q4 2025 Feb 06, 2026
Clarius Group, LLC History No change 140,693 13,378 0.76% 0.76% 74 0 0.0% Q4 2025 Jan 14, 2026
STIFEL FINANCIAL CORP History Added to 137,504 13,148 0.01% 0.01% 75 +11,227 8.89% Q1 2026 May 12, 2026
Shira Ridge Wealth Management History Reduced 136,330 13,035 5.16% 5.22% 76 -247 -0.18% Q1 2026 Apr 13, 2026
Sand Hill Global Advisors, LLC History Added to 131,592 12,582 0.42% 0.43% 77 +2,189 1.69% Q1 2026 May 14, 2026
Wealth Architects, LLC History Added to 131,058 12,531 1.12% 1.11% 78 +1,772 1.37% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 129,155 12,349 0.01% 0.01% 79 +3,860 3.08% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 127,007 12,144 0.07% 0.04% 80 -4,294 -3.27% Q1 2026 Apr 29, 2026
Litman Gregory Wealth Management LLC History No change 126,386 12,018 0.88% 0.88% 81 0 0.0% Q4 2025 Feb 12, 2026
Alesco Advisors, LLC, An ESL Co History Reduced 123,456 11,804 0.3% 0.33% 82 -9,088 -6.86% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Added to 118,186 11,300 0.0% 0.0% 83 +1,414 1.21% Q1 2026 May 13, 2026
Impact Investors, Inc History Reduced 118,110 11,293 7.84% 7.93% 84 -2,196 -1.83% Q1 2026 Apr 29, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 115,600 11,053 0.0% 0.03% 85 -13,100 -10.18% Q1 2026 May 04, 2026
Fund Evaluation Group, LLC History Reduced 113,425 10,845 0.33% 0.41% 86 -17,849 -13.6% Q1 2026 May 08, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 113,335 10,837 2.49% 2.45% 87 -300 -0.26% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Added to 112,216 10,730 0.01% 0.01% 88 +10,282 10.09% Q1 2026 Apr 27, 2026
Rockefeller Capital Management L.P. History Added to 103,182 9,866 0.02% 0.02% 89 +5,538 5.67% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Reduced 101,463 9,701 0.08% 0.09% 90 -17,175 -14.48% Q1 2026 May 01, 2026
Advisory Services Network, LLC History Added to 98,796 9,446 0.13% 0.13% 91 +4,943 5.27% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History Added to 98,467 9,415 0.07% 0.07% 92 +5,782 6.24% Q1 2026 Apr 07, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 94,895 9,073 0.0% 0.0% 93 +30,607 47.61% Q1 2026 May 04, 2026
HB Wealth Management, LLC History Added to 92,931 8,886 0.06% 0.06% 94 +3,067 3.41% Q1 2026 Apr 27, 2026
Laurel Wealth Planning LLC History Added to 92,595 8,853 4.67% 4.83% 95 +889 0.97% Q1 2026 Apr 23, 2026
Orgel Wealth Management, LLC History Added to 90,685 8,671 0.19% 0.12% 96 +32,767 56.57% Q1 2026 Apr 07, 2026
Robertson Stephens Wealth Management, LLC History Reduced 89,918 8,597 0.24% 0.23% 97 -2,358 -2.56% Q1 2026 Apr 28, 2026
Cerity Partners LLC History Added to 86,408 8,262 0.01% 0.01% 98 +3,749 4.54% Q1 2026 May 15, 2026
Apella Capital, LLC History Reduced 77,910 8,024 0.12% 0.15% 99 -1,570 -1.98% Q1 2026 Apr 20, 2026
Facet Wealth, Inc. History Added to 81,691 7,811 0.14% 0.14% 100 +3,658 4.69% Q1 2026 May 07, 2026
One Capital Management, LLC History Added to 77,721 7,431 0.2% 0.18% 101 +14,840 23.6% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 75,536 7,222 0.0% 0.0% 102 +59,465 370.01% Q1 2026 May 13, 2026
JNBA Financial Advisors History Added to 74,628 7,135 0.59% 0.58% 103 +4,326 6.15% Q1 2026 Apr 22, 2026
Mascoma Wealth Management LLC History Added to 73,149 6,994 1.45% 1.38% 104 +5,493 8.12% Q1 2026 Apr 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 71,144 6,802 0.05% 0.05% 105 +5,093 7.71% Q1 2026 May 12, 2026
Relyea Zuckerberg Hanson LLC History Added to 68,826 6,581 0.66% 0.66% 106 +302 0.44% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 67,816 6,509 0.01% 0.01% 107 +7,145 11.78% Q1 2026 May 14, 2026
Ethic Inc. History New 67,579 6,461 0.1% — 108 +67,579 New Q1 2026 Apr 27, 2026
Xena Financial Planning, LLC History Added to 65,857 6,297 7.11% 6.84% 109 +4,560 7.44% Q1 2026 Apr 14, 2026
Centennial Bank/AR/ History Added to 64,800 6,196 2.22% 0.91% 110 +40,700 168.88% Q1 2026 May 06, 2026
Quent Capital, LLC History Added to 63,997 6,119 0.43% 0.43% 111 +618 0.98% Q1 2026 Apr 28, 2026
Accredited Investors Inc. History Reduced 63,457 6,067 0.33% 0.32% 112 -579 -0.9% Q1 2026 Apr 30, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 63,109 6,034 0.1% 0.11% 113 -7,113 -10.13% Q1 2026 May 13, 2026
NorthRock Partners, LLC History Reduced 62,593 5,985 0.1% 0.1% 114 -1,963 -3.04% Q1 2026 May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 62,278 5,955 0.08% 0.08% 115 -2,607 -4.02% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 59,691 5,804 0.05% 0.04% 116 +19,255 47.62% Q1 2026 Apr 07, 2026
CENTRAL TRUST Co History Reduced 60,515 5,786 0.11% 0.12% 117 -5,036 -7.68% Q1 2026 Apr 17, 2026
WRAPMANAGER INC History Added to 60,417 5,777 2.01% 1.81% 118 +3,989 7.07% Q1 2026 May 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 59,758 5,714 0.07% 0.07% 119 +1 0.0% Q1 2026 Apr 23, 2026
Kestra Advisory Services, LLC History Added to 58,510 5,594 0.02% 0.02% 120 +1,889 3.34% Q1 2026 Apr 30, 2026
Fisher Asset Management, LLC History Reduced 57,941 5,540 0.0% 0.0% 121 -1,344 -2.27% Q1 2026 May 05, 2026
BSW Wealth Partners History Reduced 55,426 5,299 0.65% 0.65% 122 -1,647 -2.89% Q1 2026 Apr 14, 2026
RVW Wealth, LLC History Reduced 55,177 5,276 0.41% 0.42% 123 -3,002 -5.16% Q1 2026 Apr 08, 2026
OSAIC HOLDINGS, INC. History Reduced 54,433 5,206 0.01% 0.01% 124 -12,580 -18.77% Q1 2026 May 15, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 52,188 4,990 0.07% 0.07% 125 +93 0.18% Q1 2026 Apr 09, 2026
Cresset Asset Management, LLC History Added to 52,003 4,972 0.02% 0.02% 126 +1,326 2.62% Q1 2026 May 15, 2026
Garde Capital, Inc. History Added to 49,452 4,728 0.28% 0.27% 127 +903 1.86% Q1 2026 Apr 28, 2026
Savant Capital, LLC History Reduced 49,078 4,692 0.02% 0.03% 128 -3,104 -5.95% Q1 2026 May 04, 2026
Modern Wealth Management, LLC History Reduced 46,741 4,545 0.08% 0.1% 129 -9,685 -17.16% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 47,338 4,526 0.0% 0.0% 130 +14 0.03% Q1 2026 May 11, 2026
Blue Edge Capital, LLC History No change 46,216 4,394 0.59% 0.59% 131 0 0.0% Q4 2025 Feb 12, 2026
Pitcairn Wealth Advisors LLC History No change 45,549 4,331 0.4% 0.39% 132 0 0.0% Q1 2026 May 13, 2026
Balanced Rock Investment Advisors LLC History Added to 45,062 4,308 3.02% 3.04% 133 +95 0.21% Q1 2026 May 13, 2026
&PARTNERS History Reduced 44,811 4,284 0.02% 0.02% 134 -4,797 -9.67% Q1 2026 May 15, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 42,661 4,079 1.95% 1.73% 135 +727 1.73% Q1 2026 Apr 28, 2026
NOTTINGHAM ADVISORS, INC. History Added to 42,516 4,065 0.52% 0.56% 136 +368 0.87% Q1 2026 Apr 17, 2026
Legacy Edge Advisors, LLC History Added to 42,213 4,036 0.42% 0.4% 137 +3,902 10.19% Q1 2026 May 11, 2026
Midwest Financial Partners Investments, Inc. History Added to 42,132 4,028 2.14% 2.08% 138 +2,733 6.94% Q1 2026 Apr 23, 2026
Veridan Wealth LLC History Added to 41,436 3,962 1.47% 1.29% 139 +1,049 2.6% Q1 2026 May 15, 2026
Brio Consultants, LLC History Added to 39,017 3,934 0.48% 0.46% 140 +1,557 4.16% Q1 2026 May 06, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History Reduced 41,038 3,924 2.06% 2.07% 141 -639 -1.53% Q1 2026 Apr 21, 2026
Integris Wealth Management, LLC History Reduced 40,335 3,856 0.89% 0.91% 142 -1,872 -4.44% Q1 2026 Apr 10, 2026
Heritage Wealth Advisors History Added to 40,098 3,834 0.15% 0.14% 143 +1,489 3.86% Q1 2026 May 13, 2026
GeoWealth Management, LLC History Reduced 39,475 3,774 0.14% 0.16% 144 -5,212 -11.66% Q1 2026 May 13, 2026
Decker Retirement Planning Inc. History Added to 39,259 3,753 1.7% 1.72% 145 +2,862 7.86% Q1 2026 Apr 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 39,060 3,734 0.12% 0.07% 146 -2,199 -5.33% Q1 2026 Apr 29, 2026
Keel Point, LLC History No change 39,154 3,723 0.22% 0.22% 147 0 0.0% Q4 2025 Feb 12, 2026
eCIO, Inc. History Added to 38,746 3,704 1.63% 1.28% 148 +9,919 34.41% Q1 2026 Apr 14, 2026
CANANDAIGUA NATIONAL CORP History New 38,424 3,674 0.33% — 149 +38,424 New Q1 2026 Apr 08, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 38,564 3,667 0.33% 0.33% 150 0 0.0% Q4 2025 Jan 30, 2026
Pine Haven Investment Counsel, Inc History Added to 38,286 3,660 2.69% 2.41% 151 +2,650 7.44% Q1 2026 Apr 16, 2026
Hamrick Investment Counsel, llc History Added to 37,663 3,601 2.0% 2.22% 152 +6,210 19.74% Q1 2026 May 11, 2026
Affiance Financial, LLC History Added to 37,468 3,582 0.58% 0.44% 153 +8,592 29.75% Q1 2026 Apr 14, 2026
Dunhill Financial, LLC History Added to 37,145 3,551 0.84% 0.84% 154 +1,172 3.26% Q1 2026 May 06, 2026
Dorsey & Whitney Trust CO LLC History No change 37,002 3,538 0.19% 0.19% 155 0 0.0% Q1 2026 May 14, 2026
BAILARD, INC. History Added to 36,653 3,504 0.08% 0.07% 156 +1,367 3.87% Q1 2026 May 11, 2026
Plancorp, LLC History Reduced 34,763 3,498 0.1% 0.1% 157 -597 -1.69% Q1 2026 Apr 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 36,196 3,461 0.01% 0.01% 158 +511 1.43% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 36,227 3,444 0.12% 0.12% 159 0 0.0% Q4 2025 Feb 17, 2026
Sincerus Advisory, LLC History Added to 35,918 3,434 2.6% 2.58% 160 +2,136 6.32% Q1 2026 Apr 06, 2026
HILLTOP WEALTH ADVISORS, LLC History Added to 35,675 3,411 2.04% 1.7% 161 +34 0.1% Q1 2026 Apr 15, 2026
Midwest Trust Co History Added to 35,345 3,379 0.04% 0.04% 162 +1,885 5.63% Q1 2026 May 01, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 34,944 3,341 2.17% 2.12% 163 +308 0.89% Q1 2026 Apr 29, 2026
GC Wealth Management RIA, LLC History Reduced 34,138 3,264 0.14% 0.12% 164 -537 -1.55% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 34,038 3,254 0.01% 0.02% 165 -7,445 -17.95% Q1 2026 May 13, 2026
Aptus Capital Advisors, LLC History Added to 33,640 3,216 0.03% 0.02% 166 +176 0.53% Q1 2026 May 11, 2026
Vision Capital Management, Inc. History Reduced 33,498 3,203 0.4% 0.39% 167 -786 -2.29% Q1 2026 Apr 24, 2026
Klaas Financial Asset Advisors, LLC History New 33,166 3,171 0.44% — 168 +33,166 New Q1 2026 Apr 16, 2026
CRUX WEALTH ADVISORS History Reduced 33,149 3,169 1.22% 1.18% 169 -255 -0.76% Q1 2026 Apr 24, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 32,774 3,133 0.54% 0.54% 170 +996 3.13% Q1 2026 May 05, 2026
WIT, LLC History No change 32,336 3,091 0.06% 0.06% 171 0 0.0% Q1 2026 May 15, 2026
Montis Financial, LLC History Added to 32,253 3,084 0.64% 0.59% 172 +824 2.62% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 32,176 3,076 0.0% 0.0% 173 -217,666 -87.12% Q1 2026 May 15, 2026
Baron Financial Group, LLC History Reduced 32,090 3,068 1.65% 1.68% 174 -840 -2.55% Q1 2026 Apr 09, 2026
Janney Montgomery Scott LLC History Added to 31,542 3,016 0.01% 0.01% 175 +375 1.2% Q1 2026 Apr 22, 2026
WESBANCO BANK INC History Added to 31,146 2,978 0.08% 0.08% 176 +1,364 4.58% Q1 2026 Apr 21, 2026
Neumann Capital Management, LLC History Added to 30,750 2,940 0.87% 0.84% 177 +280 0.92% Q1 2026 Apr 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 30,375 2,904 0.46% 0.55% 178 0 0.0% Q1 2026 May 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 29,771 2,846 0.02% 0.01% 179 +1,774 6.34% Q1 2026 May 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 29,461 2,817 0.16% 0.17% 180 -2,479 -7.76% Q1 2026 Apr 20, 2026
One Wealth Advisors, LLC History Reduced 29,360 2,807 0.35% 0.35% 181 -437 -1.47% Q1 2026 Apr 21, 2026
WealthShield Partners, LLC History Added to 29,252 2,797 0.31% 0.28% 182 +2,368 8.81% Q1 2026 May 01, 2026
IMA Advisory Services, Inc. History No change 28,883 2,761 0.27% 0.26% 183 0 0.0% Q1 2026 May 06, 2026
SOA Wealth Advisors, LLC. History Reduced 27,923 2,670 0.5% 0.47% 184 -1,183 -4.06% Q1 2026 May 20, 2026
RTD Financial Advisors, Inc. History Added to 27,829 2,661 0.33% 0.31% 185 +928 3.45% Q1 2026 Apr 10, 2026
JMG Financial Group, Ltd. History Added to 27,688 2,647 0.07% 0.07% 186 +45 0.16% Q1 2026 May 07, 2026
Wealth Advisory Team LLC History No change 27,510 2,615 2.31% 2.31% 187 0 0.0% Q4 2025 Feb 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 27,139 2,595 0.22% 0.22% 188 0 0.0% Q1 2026 Apr 20, 2026
Torren Management, LLC History Reduced 27,058 2,587 1.29% 1.37% 189 -1,088 -3.87% Q1 2026 Apr 30, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 26,813 2,563 0.04% — 190 +26,813 New Q1 2026 May 01, 2026
Brooklyn FI, LLC History Reduced 26,739 2,556 0.54% 0.55% 191 -197 -0.73% Q1 2026 May 11, 2026
Diversified Trust Co History Reduced 26,717 2,554 0.05% 0.05% 192 -105 -0.39% Q1 2026 Apr 16, 2026
Merit Financial Group, LLC History Reduced 26,320 2,516 0.02% 0.02% 193 -2,610 -9.02% Q1 2026 Apr 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 26,118 2,497 0.07% 0.06% 194 -2,215 -7.82% Q1 2026 Apr 21, 2026
Brookstone Capital Management History Added to 26,080 2,493 0.03% 0.03% 195 +1,201 4.83% Q1 2026 Apr 16, 2026
CIBC Bancorp USA Inc. History New 26,053 2,491 0.0% — 196 +26,053 New Q1 2026 May 12, 2026
CHOREO, LLC History Reduced 25,995 2,485 0.03% 0.03% 197 -131 -0.5% Q1 2026 May 12, 2026
Haverford Trust Co History Reduced 25,894 2,475 0.02% 0.02% 198 -35 -0.13% Q1 2026 May 11, 2026
Integrated Wealth Concepts LLC History Added to 25,700 2,457 0.02% 0.01% 199 +16,935 193.21% Q1 2026 May 15, 2026
TRUE BLUE FINANCIAL, LLC History Reduced 25,479 2,436 1.92% 2.0% 200 -60 -0.23% Q1 2026 Apr 24, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 25,261 2,415 0.12% 0.11% 201 -117 -0.46% Q1 2026 Apr 17, 2026
rebel Financial LLC History Reduced 25,081 2,398 1.04% 1.07% 202 -1,251 -4.75% Q1 2026 Apr 24, 2026
Wingate Wealth Advisors, Inc. History Added to 24,998 2,390 1.28% 1.27% 203 +1,128 4.73% Q1 2026 May 01, 2026
Cranbrook Wealth Management, LLC History Reduced 24,870 2,378 0.48% 0.48% 204 -646 -2.53% Q1 2026 Apr 15, 2026
TriaGen Wealth Management LLC History Reduced 24,668 2,358 0.64% 0.62% 205 -396 -1.58% Q1 2026 Apr 29, 2026
Charter Oak Capital Management, LLC History Reduced 23,875 2,282 0.18% 0.18% 206 -1,098 -4.4% Q1 2026 Apr 24, 2026
Alaska Wealth Advisors, LLC History Reduced 23,863 2,281 0.27% 0.33% 207 -3,362 -12.35% Q1 2026 Apr 24, 2026
Pioneer Wealth Management Group History Reduced 23,656 2,261 0.63% 0.75% 208 -2,206 -8.53% Q1 2026 Apr 08, 2026
CFM WEALTH PARTNERS LLC History No change 23,527 2,249 0.34% 0.32% 209 0 0.0% Q1 2026 Apr 21, 2026
BigSur Wealth Management LLC History No change 23,000 2,199 0.62% 0.53% 210 0 0.0% Q1 2026 Apr 22, 2026
OLIO Financial Planning History Added to 22,605 2,161 0.6% 0.6% 211 +31 0.14% Q1 2026 Apr 14, 2026
Long Run Wealth Advisors, LLC History No change 22,456 2,135 0.4% 0.4% 212 0 0.0% Q4 2025 Feb 02, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 21,892 2,091 0.0% 0.0% 213 +2,565 13.27% Q1 2026 May 13, 2026
Compound Planning, Inc. History Added to 21,241 2,031 0.06% 0.04% 214 +6,537 44.46% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 21,117 2,019 0.01% 0.01% 215 -4,255 -16.77% Q1 2026 May 05, 2026
Freestone Capital Holdings, LLC History Reduced 20,924 2,000 0.06% 0.09% 216 -10,079 -32.51% Q1 2026 May 13, 2026
Aureum Wealth Management, LLC History Added to 20,454 1,955 1.36% 1.48% 217 +3,725 22.27% Q1 2026 Apr 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 20,232 1,934 0.02% 0.02% 218 -80 -0.39% Q1 2026 May 08, 2026
First Financial Bank - Trust Division History Reduced 20,157 1,927 0.16% 0.16% 219 -178 -0.88% Q1 2026 Apr 01, 2026
Chicago Partners Investment Group LLC History Added to 18,897 1,904 0.04% 0.04% 220 +780 4.31% Q1 2026 May 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 19,580 1,891 0.0% 0.0% 221 0 0.0% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 19,706 1,884 0.0% 0.0% 222 +286 1.47% Q1 2026 May 06, 2026
VICUS CAPITAL History Added to 19,646 1,878 0.14% 0.12% 223 +2,723 16.09% Q1 2026 Apr 22, 2026
BIRCHBROOK, INC. History Reduced 19,569 1,871 0.92% 0.95% 224 -416 -2.08% Q1 2026 Apr 08, 2026
Private Wealth Management Group, LLC History Added to 18,977 1,814 0.48% 0.48% 225 +129 0.68% Q1 2026 Apr 23, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 18,918 1,808 0.23% 0.21% 226 +1,253 7.09% Q1 2026 May 07, 2026
Madrid Wealth Management, LLC History No change 18,876 1,804 1.36% 1.46% 227 0 0.0% Q1 2026 Apr 21, 2026
Values Added Financial LLC History Reduced 18,725 1,790 0.75% 0.75% 228 -50 -0.27% Q1 2026 Apr 20, 2026
Weil Company, Inc. History Added to 18,049 1,725 0.39% 0.34% 229 +2,400 15.34% Q1 2026 Apr 15, 2026
Equitable Holdings, Inc. History Added to 17,816 1,694 0.01% 0.01% 230 +202 1.15% Q1 2026 May 15, 2026
Acropolis Investment Management, LLC History Reduced 17,608 1,683 0.07% 0.08% 231 -85 -0.48% Q1 2026 Apr 09, 2026
White Lighthouse Investment Management Inc. History Added to 17,529 1,676 0.23% 0.23% 232 +65 0.37% Q1 2026 May 14, 2026
MAI Capital Management History Reduced 17,527 1,675 0.01% 0.01% 233 -81 -0.46% Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 17,506 1,673 0.6% 0.59% 234 +46 0.26% Q1 2026 Apr 14, 2026
Summit Wealth Group, LLC History Reduced 17,336 1,657 0.38% 0.39% 235 -444 -2.5% Q1 2026 May 04, 2026
Johnson Financial Group, LLC History No change 17,190 1,643 0.11% 0.1% 236 0 0.0% Q1 2026 May 14, 2026
Trilogy Capital Inc. History Added to 17,139 1,638 0.07% 0.07% 237 +1,270 8.0% Q1 2026 Apr 21, 2026
Pure Financial Advisors, LLC History Added to 16,777 1,604 0.02% 0.03% 238 +242 1.46% Q1 2026 Apr 10, 2026
Richard P Slaughter Associates Inc History Added to 16,686 1,595 0.34% 0.33% 239 +281 1.71% Q1 2026 Apr 13, 2026
CGN Advisors LLC History Reduced 16,629 1,590 0.13% 0.13% 240 -458 -2.68% Q1 2026 Apr 13, 2026
Birchwood Financial Partners, Inc. History Reduced 16,457 1,573 1.52% 1.56% 241 -57 -0.35% Q1 2026 May 05, 2026
Vanguard Personalized Indexing Management, LLC History New 16,380 1,566 0.02% — 242 +16,380 New Q1 2026 May 14, 2026
Parallel Advisors, LLC History Reduced 16,232 1,552 0.03% 0.03% 243 -662 -3.92% Q1 2026 May 07, 2026
Williams & Novak, LLC History Reduced 15,920 1,548 1.16% 1.16% 244 -305 -1.88% Q1 2026 Apr 20, 2026
Portland Global Advisors LLC History Reduced 16,130 1,542 0.16% 0.17% 245 -225 -1.38% Q1 2026 May 11, 2026
WealthCollab, LLC History No change 15,817 1,512 0.62% 0.62% 246 0 0.0% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 15,810 1,509 0.01% 0.01% 247 -105 -0.66% Q1 2026 May 15, 2026
Werba Rubin Papier Wealth Management History Added to 15,714 1,502 0.21% 0.29% 248 +4,442 39.41% Q1 2026 May 12, 2026
Coastline Trust Co History Added to 15,501 1,482 0.15% 0.13% 249 +806 5.48% Q1 2026 Apr 03, 2026
Sequoia Financial Advisors, LLC History Reduced 15,494 1,481 0.01% 0.01% 250 -811 -4.97% Q1 2026 Apr 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 15,478 1,480 0.02% 0.03% 251 +242 1.59% Q1 2026 May 15, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 14,798 1,414 0.15% 0.15% 252 +563 3.96% Q1 2026 Apr 23, 2026
Stratos Wealth Partners, LTD. History Added to 14,691 1,404 0.02% 0.01% 253 +1,150 8.49% Q1 2026 Apr 28, 2026
Sage Advisory Services, Ltd.Co. History Reduced 14,600 1,396 0.76% 0.8% 254 -769 -5.0% Q1 2026 May 07, 2026
Focus Partners Advisor Solutions, LLC History Reduced 14,610 1,384 0.01% 0.02% 255 -5,303 -26.63% Q1 2026 May 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 14,296 1,366 0.23% 0.24% 256 -86 -0.6% Q1 2026 May 01, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 14,239 1,361 0.15% 0.15% 257 +192 1.37% Q1 2026 May 14, 2026
Wescott Financial Advisory Group, LLC History Reduced 14,056 1,344 0.12% 0.12% 258 -141 -0.99% Q1 2026 May 12, 2026
Falcon Wealth Planning History Reduced 14,032 1,341 0.09% 0.11% 259 -113 -0.8% Q1 2026 Apr 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 13,945 1,333 0.08% 0.92% 260 -3,989,966 -99.65% Q1 2026 May 12, 2026
BROWN ADVISORY INC History Reduced 13,904 1,329 0.0% 0.0% 262 -914 -6.17% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 13,905 1,329 0.01% 0.01% 261 +150 1.09% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Reduced 13,812 1,321 0.04% 1.42% 263 -442,431 -96.97% Q1 2026 May 15, 2026
Armbruster Capital Management, Inc. History Added to 13,792 1,318 0.22% 0.19% 264 +1,600 13.12% Q1 2026 Apr 21, 2026
A&I FINANCIAL SERVICES, LLC History Reduced 13,593 1,299 0.62% 0.63% 265 -443 -3.16% Q1 2026 Apr 15, 2026
Avise Financial Cooperative, Inc. History Added to 13,347 1,276 1.06% 1.04% 266 +1,174 9.64% Q1 2026 Apr 22, 2026
NEPC LLC History No change 13,340 1,275 0.03% 0.03% 267 0 0.0% Q1 2026 May 15, 2026
Aprio Wealth Management, LLC History Reduced 13,327 1,274 0.07% 0.07% 268 -47 -0.35% Q1 2026 May 11, 2026
OKABENA INVESTMENT SERVICES INC History Added to 13,302 1,271 0.24% 0.16% 269 +4,238 46.76% Q1 2026 May 15, 2026
RHS Financial, LLC History Reduced 13,277 1,269 0.6% 0.69% 270 -1,540 -10.39% Q1 2026 Apr 28, 2026
HF Advisory Group, LLC History Added to 13,175 1,259 0.43% 0.42% 271 +408 3.2% Q1 2026 Apr 21, 2026
Omega Financial Group, LLC History Reduced 12,955 1,238 0.4% 0.43% 272 -790 -5.75% Q1 2026 May 12, 2026
M. Kulyk & Associates, LLC History New 12,802 1,224 0.23% — 273 +12,802 New Q1 2026 May 06, 2026
Mendel Capital Management LLC History New 12,739 1,218 0.61% — 274 +12,739 New Q1 2026 Apr 21, 2026
Dynamic Advisor Solutions LLC History Reduced 12,648 1,209 0.04% 0.04% 275 -1,100 -8.0% Q1 2026 Apr 08, 2026
Argentarii, LLC History No change 12,398 1,185 0.41% 0.38% 276 0 0.0% Q1 2026 May 12, 2026
Ipsen Advisor Group LLC History No change 12,353 1,174 0.83% 0.83% 277 0 0.0% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History No change 12,315 1,171 0.08% 0.08% 278 0 0.0% Q4 2025 Jan 26, 2026
Plante Moran Financial Advisors, LLC History Added to 12,203 1,166 0.08% 0.02% 279 +9,181 303.81% Q1 2026 May 05, 2026
Crestwood Advisors Group, LLC History Added to 12,162 1,162 0.02% 0.01% 280 +6,384 110.49% Q1 2026 May 05, 2026
NATIXIS ADVISORS, LLC History Added to 12,134 1,160 0.0% 0.0% 281 +1,685 16.13% Q1 2026 May 13, 2026
Perigon Wealth Management, LLC History Added to 12,094 1,156 0.02% 0.02% 282 +533 4.61% Q1 2026 Apr 10, 2026
LexAurum Advisors, LLC History New 12,032 1,150 0.15% — 284 +12,032 New Q1 2026 Apr 13, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 12,033 1,150 0.34% 0.31% 283 +1,633 15.7% Q1 2026 Apr 20, 2026
Carr Financial Group Corp History Reduced 11,933 1,141 0.3% 0.3% 285 -50 -0.42% Q1 2026 May 12, 2026
OneDigital Investment Advisors LLC History Added to 11,846 1,132 0.01% 0.01% 286 +15 0.13% Q1 2026 May 08, 2026
Cascade Financial Partners, LLC History No change 11,767 1,125 0.12% 0.11% 287 0 0.0% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Reduced 11,734 1,121 0.01% 0.01% 288 -1,240 -9.56% Q1 2026 May 13, 2026
Foster Group, Inc. History Reduced 11,713 1,119 0.03% 0.03% 289 -412 -3.4% Q1 2026 Apr 13, 2026
MainStreet Investment Advisors LLC History New 11,635 1,112 0.17% — 291 +11,635 New Q1 2026 May 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 11,635 1,112 0.03% 0.0% 290 +11,535 11535.0% Q1 2026 Apr 13, 2026
Western Wealth Management, LLC History Reduced 11,549 1,104 0.04% 0.05% 292 -171 -1.46% Q1 2026 May 19, 2026
RED REEF ADVISORS LLC History Added to 11,351 1,085 1.14% 1.09% 293 +97 0.86% Q1 2026 May 12, 2026
HILL ISLAND FINANCIAL LLC History Added to 11,240 1,074 0.26% 0.24% 295 +484 4.5% Q1 2026 May 13, 2026
1ST SOURCE BANK History Added to 11,239 1,074 0.06% 0.05% 294 +410 3.79% Q1 2026 May 04, 2026
Diversified Enterprises, LLC History Added to 11,215 1,072 0.06% 0.06% 296 +25 0.22% Q1 2026 May 14, 2026
Brewster Financial Planning LLC History Reduced 11,149 1,066 0.64% 0.65% 297 -25 -0.22% Q1 2026 May 04, 2026
Wealthcare Advisory Partners LLC History Reduced 11,085 1,059 0.02% 0.02% 298 -253 -2.23% Q1 2026 Apr 14, 2026
Cambridge Financial Group, LLC History Reduced 10,875 1,039 0.35% 0.33% 299 -1,236 -10.21% Q1 2026 Apr 08, 2026
XY Planning Network, Inc. History Reduced 10,658 1,036 0.17% 0.18% 300 -45 -0.42% Q1 2026 Apr 14, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 10,830 1,035 0.47% 0.49% 301 -33 -0.3% Q1 2026 Apr 20, 2026
Ameraudi Asset Management, Inc. History No change 10,755 1,028 0.56% 0.56% 302 0 0.0% Q1 2026 May 15, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 10,652 1,018 0.18% 0.19% 303 -3 -0.03% Q1 2026 Apr 17, 2026
Bragg Financial Advisors, Inc History Added to 10,555 1,009 0.03% 0.03% 304 +380 3.73% Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 10,081 1,002 0.01% 0.0% 305 +7,971 377.77% Q1 2026 May 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 10,468 1,000 0.03% 0.03% 306 0 0.0% Q1 2026 May 13, 2026
Archer Investment Management, LLC History New 10,355 990 0.42% — 307 +10,355 New Q1 2026 Apr 08, 2026
PITTENGER & ANDERSON INC History Added to 10,293 984 0.04% 0.04% 308 +132 1.3% Q1 2026 May 01, 2026
Parcion Private Wealth LLC History Reduced 10,298 984 0.06% 0.06% 309 -11 -0.11% Q1 2026 Apr 22, 2026
Orin Green Financial, LLC History Added to 10,251 980 0.4% 0.34% 310 +1,181 13.02% Q1 2026 Apr 29, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 10,193 974 0.05% 0.05% 311 +400 4.08% Q1 2026 Apr 29, 2026
McAdam, LLC History Added to 10,168 972 0.04% 0.04% 312 +59 0.58% Q1 2026 May 08, 2026
ERn Financial, LLC History Reduced 9,938 950 0.18% 0.18% 313 -204 -2.01% Q1 2026 Apr 24, 2026
Horst & Graben Wealth Management LLC History Added to 9,476 949 0.13% 0.13% 314 +235 2.54% Q1 2026 Apr 28, 2026
REGATTA CAPITAL GROUP, LLC History Added to 9,869 943 0.14% 0.14% 315 +431 4.57% Q1 2026 Apr 15, 2026
Shepherd Financial Partners LLC History Added to 9,789 935 0.09% 0.08% 316 +553 5.99% Q1 2026 May 11, 2026
GenTrust, LLC History Reduced 9,777 934 0.04% 0.08% 317 -10,755 -52.38% Q1 2026 Apr 27, 2026
MGO ONE SEVEN LLC History Added to 9,628 920 0.02% 0.02% 318 +1,077 12.6% Q1 2026 May 14, 2026
Financial Planning Fort Collins, LLC History Added to 9,158 920 0.69% 0.69% 320 +893 10.8% Q1 2026 Apr 27, 2026
Wealth Analytics Partners, LLC History No change 9,630 920 0.37% 0.36% 319 0 0.0% Q1 2026 May 15, 2026
SAX WEALTH ADVISORS, LLC History No change 9,589 911 0.04% 0.04% 321 0 0.0% Q1 2026 Apr 08, 2026
Pathstone Holdings, LLC History No change 9,532 911 0.0% 0.0% 322 0 0.0% Q1 2026 May 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,129 901 0.02% 0.01% 323 +6,611 262.55% Q1 2026 May 01, 2026
Jordan Park Group LLC History Added to 9,413 900 0.05% 0.05% 324 +401 4.45% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,264 885 0.0% 0.0% 325 +146 1.6% Q1 2026 May 13, 2026
BlueStem Wealth Partners, LLC History Added to 9,221 881 0.1% 0.08% 326 +1,346 17.09% Q1 2026 May 07, 2026
Walkner Condon Financial Advisors LLC History Added to 9,210 880 0.12% 0.11% 327 +925 11.16% Q1 2026 Apr 28, 2026
Metis Global Partners, LLC History New 8,873 848 0.02% — 328 +8,873 New Q1 2026 May 07, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 8,805 841 0.26% 0.19% 329 -713 -7.49% Q1 2026 May 12, 2026
Vise Technologies, Inc. History No change 8,822 838 0.02% 0.02% 330 0 0.0% Q1 2026 Apr 21, 2026
Bell Investment Advisors, Inc History Reduced 8,714 833 0.13% 0.13% 331 -30 -0.34% Q1 2026 Apr 17, 2026
Birch Hill Investment Advisors LLC History Added to 8,683 830 0.04% 0.03% 332 +170 2.0% Q1 2026 Apr 29, 2026
Montecito Bank & Trust History Reduced 8,654 827 0.14% 0.16% 333 -1,730 -16.66% Q1 2026 Apr 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 8,638 825 0.04% 0.04% 334 -1,119 -11.47% Q1 2026 Apr 28, 2026
COURIER CAPITAL LLC History Reduced 8,608 823 0.05% 0.05% 335 -963 -10.06% Q1 2026 Apr 23, 2026
Squarepoint Ops LLC History New 8,539 816 0.0% — 337 +8,539 New Q1 2026 May 15, 2026
CWM, LLC History Added to 8,534 816 0.0% 0.0% 336 +1,411 19.81% Q1 2026 May 14, 2026
Per Stirling Capital Management, LLC. History Reduced 8,529 815 0.09% 0.09% 338 -80 -0.93% Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Reduced 8,472 810 0.02% 0.05% 339 -6,300 -42.65% Q1 2026 May 11, 2026
PDS Planning, Inc History Reduced 8,344 797 0.05% 0.05% 340 -269 -3.12% Q1 2026 Apr 21, 2026
CAPE ANN SAVINGS BANK History Added to 8,335 796 0.4% 0.3% 341 +2,180 35.42% Q1 2026 Apr 27, 2026
Perennial Investment Advisors, LLC History Reduced 8,309 794 0.06% 0.1% 342 -5,293 -38.91% Q1 2026 May 15, 2026
Peak Financial Management, Inc. History Reduced 8,295 793 0.2% 0.2% 343 -50 -0.6% Q1 2026 Apr 28, 2026
Pathway Financial Advisors LLC History No change 7,969 769 0.1% 0.1% 344 0 0.0% Q1 2026 Apr 07, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,983 763 0.02% 0.01% 346 +2,280 39.98% Q1 2026 May 11, 2026
COMERICA BANK History No change 8,034 763 0.0% 0.0% 345 0 0.0% Q4 2025 Jan 29, 2026
Sonoma Allocations LLC History Added to 7,821 757 0.26% 0.22% 347 +1,143 17.12% Q1 2026 May 19, 2026
Sharkey, Howes & Javer History Reduced 7,913 756 0.1% 0.1% 348 -83 -1.04% Q1 2026 Apr 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,882 753 0.01% 0.01% 350 +2,773 54.28% Q1 2026 May 11, 2026
ASPIRIANT, LLC History No change 7,883 753 0.02% 0.02% 349 0 0.0% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History Added to 7,859 751 0.0% 0.0% 351 +5,339 211.87% Q1 2026 May 14, 2026
Level Financial Advisors History No change 7,843 749 0.19% 0.2% 352 0 0.0% Q1 2026 Apr 10, 2026
WHITTIER TRUST CO History Reduced 7,687 746 0.01% 0.01% 353 -9 -0.12% Q1 2026 Apr 28, 2026
Concurrent Investment Advisors, LLC History Added to 7,780 743 0.01% 0.0% 354 +3,692 90.31% Q1 2026 Apr 20, 2026
Argent Trust Co History No change 7,359 703 0.02% 0.02% 355 0 0.0% Q1 2026 May 13, 2026
Symmetry Partners, LLC History Reduced 7,340 701 0.04% 0.04% 356 -150 -2.0% Q1 2026 Apr 27, 2026
VERITY Wealth Advisors History No change 7,335 701 0.47% 0.43% 357 0 0.0% Q1 2026 Apr 09, 2026
Sharper & Granite LLC History Reduced 7,302 698 0.24% 0.25% 358 -172 -2.3% Q1 2026 Apr 08, 2026
IFP Advisors, Inc History Added to 7,241 692 0.01% 0.01% 359 +635 9.61% Q1 2026 Apr 13, 2026
Davis Wealth Advisors, LLC History Added to 7,181 686 0.57% 0.55% 360 +181 2.59% Q1 2026 May 14, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 7,156 684 0.02% 0.02% 361 +938 15.09% Q1 2026 May 06, 2026
Waverly Advisors, LLC History No change 7,112 680 0.01% 0.01% 362 0 0.0% Q1 2026 May 15, 2026
SigFig Wealth Management, LLC History Reduced 7,089 677 0.02% 0.03% 363 -3,391 -32.36% Q1 2026 Apr 14, 2026
Mill Creek Capital Advisors, LLC History No change 7,039 673 0.01% 0.01% 364 0 0.0% Q1 2026 May 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 6,684 671 0.04% 0.04% 365 +142 2.17% Q1 2026 Apr 17, 2026
Paulson Wealth Management Inc. History Reduced 6,903 660 0.15% 0.16% 366 -491 -6.64% Q1 2026 May 08, 2026
Aufman Associates Inc History No change 6,911 660 0.32% 0.34% 367 0 0.0% Q1 2026 May 15, 2026
Capital Advantage, Inc. History Added to 6,892 659 0.09% 0.08% 368 +424 6.56% Q1 2026 Apr 10, 2026
PRIVATE TRUST CO NA History No change 6,845 654 0.06% 0.06% 369 0 0.0% Q1 2026 Apr 30, 2026
Ryan Investment Management, Inc. History Reduced 6,784 648 0.36% 0.61% 370 -4,873 -41.8% Q1 2026 Apr 27, 2026
AlphaCore Capital LLC History Added to 6,774 647 0.02% 0.01% 372 +1,984 41.42% Q1 2026 May 15, 2026
SAGE FINANCIAL GROUP INC History Added to 6,774 647 0.04% 0.04% 371 +297 4.59% Q1 2026 May 07, 2026
Addison Advisors LLC History No change 6,723 642 0.14% 0.14% 373 0 0.0% Q1 2026 May 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 6,645 635 0.03% 0.03% 374 +682 11.44% Q1 2026 Apr 28, 2026
Onyx Bridge Wealth Group LLC History Reduced 6,629 633 0.07% 0.09% 376 -1,810 -21.45% Q1 2026 Apr 22, 2026
Wealth Enhancement Trust Services, Inc. History Added to 6,627 633 0.08% 0.07% 377 +523 8.57% Q1 2026 Apr 08, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 6,620 633 0.01% 0.01% 375 +145 2.24% Q1 2026 May 15, 2026
Fort Point Capital Partners LLC History No change 6,577 628 0.08% 0.07% 378 0 0.0% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History New 6,538 625 0.03% — 379 +6,538 New Q1 2026 May 14, 2026
Farrell Financial LLC History Reduced 6,507 622 0.37% 0.37% 380 -100 -1.51% Q1 2026 Apr 13, 2026
Frisch Financial Group, Inc. History Added to 6,460 617 0.13% 0.13% 381 +154 2.44% Q1 2026 May 05, 2026
MOLLER WEALTH PARTNERS History Added to 6,439 615 0.12% 0.11% 382 +709 12.37% Q1 2026 Apr 14, 2026
Great Diamond Partners, LLC History Added to 6,401 612 0.12% 0.11% 383 +373 6.19% Q1 2026 May 12, 2026
DRW Securities, LLC History New 6,383 610 0.01% — 384 +6,383 New Q1 2026 May 13, 2026
Equita Financial Network, Inc. History Reduced 6,323 604 0.19% 0.18% 385 -4 -0.06% Q1 2026 Apr 23, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History New 6,300 602 0.04% — 387 +6,300 New Q1 2026 May 15, 2026
SCS Capital Management LLC History No change 6,296 602 0.01% 0.01% 386 0 0.0% Q1 2026 May 11, 2026
Aaron Wealth Advisors LLC History Added to 6,246 597 0.03% 0.03% 389 +193 3.19% Q1 2026 Apr 21, 2026
CIBC Asset Management Inc History No change 6,245 597 0.0% 0.0% 388 0 0.0% Q1 2026 May 12, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 6,230 595 0.04% 0.03% 390 0 0.0% Q1 2026 Apr 15, 2026
Morton Brown Family Wealth, LLC History Reduced 6,221 594 0.16% 0.17% 391 -381 -5.77% Q1 2026 Apr 20, 2026
RCS Financial Planning, LLC History Reduced 6,210 593 0.31% 0.26% 392 -132 -2.08% Q1 2026 Apr 21, 2026
LIBRA WEALTH LLC History No change 6,149 587 0.17% 0.16% 393 0 0.0% Q1 2026 Apr 28, 2026
Capasso Planning Partners LLC History No change 6,166 586 0.32% 0.32% 394 0 0.0% Q4 2025 Feb 17, 2026
WT Wealth Management History Reduced 6,125 585 0.17% 0.19% 395 -924 -13.11% Q1 2026 Apr 21, 2026
ABLE Financial Group, LLC History Reduced 6,100 583 0.11% 0.12% 396 -35 -0.57% Q1 2026 Apr 20, 2026
ASSOCIATED BANC-CORP History No change 6,027 576 0.02% 0.01% 397 0 0.0% Q1 2026 May 01, 2026
Financially in Tune, LLC History Added to 6,005 574 0.49% 0.52% 398 +145 2.47% Q1 2026 Apr 22, 2026
Affinity Capital Advisors, LLC History Reduced 5,999 573 0.08% 0.08% 399 -45 -0.74% Q1 2026 Apr 13, 2026
Fingerlakes Wealth Management, Inc. History Added to 5,985 572 0.38% 0.28% 400 +1,350 29.13% Q1 2026 Apr 21, 2026
MATRIX ASSET ADVISORS INC/NY History Reduced 5,961 569 0.05% 0.05% 401 -75 -1.24% Q1 2026 Apr 22, 2026
Shotwell Rutter Baer Inc History Reduced 5,905 564 0.33% 0.35% 402 -29 -0.49% Q1 2026 Apr 21, 2026
World Investment Advisors History Added to 5,862 560 0.01% 0.01% 403 +118 2.05% Q1 2026 Apr 27, 2026
BANK OF MONTREAL /CAN/ History No change 5,839 558 0.0% 0.0% 404 0 0.0% Q1 2026 May 13, 2026
Prosperity Consulting Group, LLC History New 5,832 557 0.02% — 405 +5,832 New Q1 2026 May 05, 2026
ROGCO, LP History New 5,765 551 0.18% — 406 +5,765 New Q1 2026 May 04, 2026
OpenArc Corporate Advisory, LLC History Reduced 5,761 550 0.01% 0.01% 407 -569 -8.99% Q1 2026 May 11, 2026
BEACON FINANCIAL PLANNING, INC History No change 5,714 546 0.21% 0.26% 408 0 0.0% Q1 2026 Apr 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 5,702 545 0.01% 0.01% 409 +410 7.75% Q1 2026 Apr 27, 2026
SkyView Investment Advisors, LLC History Reduced 5,664 542 0.07% 0.07% 410 -279 -4.69% Q1 2026 May 14, 2026
Ballentine Partners, LLC History No change 5,622 537 0.01% 0.01% 411 0 0.0% Q1 2026 May 14, 2026
Continuum Advisory, LLC History Added to 5,610 536 0.05% 0.04% 412 +1,865 49.8% Q1 2026 Apr 22, 2026
Curtis Advisory Group, LLC History Added to 5,573 532 0.11% 0.1% 413 +410 7.94% Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 5,557 531 0.0% 0.0% 414 +575 11.54% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Added to 5,545 530 0.03% 0.03% 415 +114 2.1% Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 5,470 523 0.0% 0.01% 417 +1,928 54.43% Q1 2026 May 14, 2026
SENTINEL TRUST CO LBA History No change 5,473 523 0.05% 0.05% 416 0 0.0% Q1 2026 May 07, 2026
Milestone Investment Advisors LLC History No change 5,400 516 0.12% 0.12% 418 0 0.0% Q1 2026 May 05, 2026
SNS Financial Group, LLC History Added to 5,395 515 0.04% 0.04% 419 +99 1.87% Q1 2026 Apr 14, 2026
DDFG, Inc History Added to 5,382 514 0.11% 0.11% 420 +234 4.55% Q1 2026 Apr 22, 2026
Simmons Bank History Added to 5,255 502 0.03% 0.02% 422 +1,410 36.67% Q1 2026 Apr 23, 2026
Bangor Savings Bank History Reduced 5,253 502 0.04% 0.05% 421 -1,329 -20.19% Q1 2026 Apr 01, 2026
Bigelow Investment Advisors, LLC History Added to 5,212 498 0.2% 0.19% 424 +50 0.97% Q1 2026 Apr 23, 2026
BLB&B Advisors, LLC History Added to 5,215 498 0.02% 0.02% 423 +15 0.29% Q1 2026 Apr 28, 2026
Advisors Capital Management, LLC History No change 5,208 497 0.01% 0.01% 425 0 0.0% Q1 2026 May 01, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 5,178 495 0.01% 0.01% 426 -18 -0.35% Q1 2026 Apr 29, 2026
VANGUARD GROUP INC History No change 5,172 491 0.0% 0.0% 427 0 0.0% Q4 2025 Jan 29, 2026
Pathfinder Wealth Consulting, Inc. History No change 5,143 491 0.32% 0.31% 428 0 0.0% Q1 2026 Apr 20, 2026
Baker Avenue Asset Management, LP History Reduced 5,082 485 0.01% 0.01% 429 -90 -1.74% Q1 2026 May 12, 2026
KINTRA WEALTH, LLC History New 5,025 480 0.03% — 430 +5,025 New Q1 2026 May 15, 2026
VANGUARD ADVISERS INC History New 5,008 478 0.0% — 431 +5,008 New Q1 2026 May 08, 2026
Gateway Wealth Partners, LLC History New 4,991 477 0.02% — 432 +4,991 New Q1 2026 May 15, 2026
Fulcrum Capital LLC History Reduced 4,944 472 0.1% 0.1% 433 -393 -7.36% Q1 2026 Apr 30, 2026
FIRST TRUST ADVISORS LP History Reduced 4,928 471 0.0% 0.0% 434 -259 -4.99% Q1 2026 May 13, 2026
Sherman Asset Management, Inc. History Added to 4,865 465 0.43% 0.36% 435 +438 9.89% Q1 2026 May 05, 2026
Morling Financial Advisors, LLC History Reduced 4,848 463 0.14% 0.15% 436 -25 -0.51% Q1 2026 May 06, 2026
VALLEY NATIONAL ADVISERS INC History Added to 4,742 453 0.06% 0.06% 437 +1 0.02% Q1 2026 Apr 15, 2026
Bell Bank History New 4,733 452 0.02% — 438 +4,733 New Q1 2026 Apr 23, 2026
RFG Advisory, LLC History Reduced 4,652 444 0.01% 0.01% 439 -96 -2.02% Q1 2026 Apr 17, 2026
Compass Ion Advisors, LLC History No change 4,622 441 0.04% 0.04% 440 0 0.0% Q1 2026 Apr 13, 2026
Sage Mountain Advisors LLC History No change 4,597 439 0.03% 0.02% 441 0 0.0% Q1 2026 May 11, 2026
Warren Street Wealth Advisors, LLC History Added to 4,556 435 0.11% 0.12% 442 +173 3.95% Q1 2026 Apr 16, 2026
Capital Management Associates, Inc History Added to 4,500 430 0.1% 0.09% 443 +295 7.02% Q1 2026 Apr 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 4,477 428 0.01% 0.01% 444 -295 -6.18% Q1 2026 May 07, 2026
Chesley Taft & Associates LLC History Reduced 4,450 425 0.02% 0.02% 445 -500 -10.1% Q1 2026 Apr 13, 2026
Advisory Alpha, LLC History Added to 4,449 425 0.01% 0.01% 446 +346 8.43% Q1 2026 May 14, 2026
GK Wealth Management LLC History New 4,583 424 0.37% — 449 +4,583 New Q1 2026 Apr 07, 2026
DWR WEALTH MANAGEMENT, LLC History Added to 4,583 424 0.37% 0.24% 448 +1,826 66.23% Q1 2026 Apr 07, 2026
Community Bank, N.A. History Reduced 4,437 424 0.05% 0.05% 447 -81 -1.79% Q1 2026 May 12, 2026
Bogart Wealth, LLC History Reduced 4,404 421 0.02% 0.02% 451 -1,480 -25.15% Q1 2026 Apr 28, 2026
PECAUT & CO. History Added to 4,412 421 0.14% 0.12% 450 +649 17.25% Q1 2026 May 11, 2026
APPLETON PARTNERS INC/MA History Reduced 4,386 419 0.03% 0.03% 452 -278 -5.96% Q1 2026 Apr 28, 2026
TRUEFG, LLC History Reduced 4,352 416 0.11% 0.12% 453 -278 -6.0% Q1 2026 Apr 22, 2026
North Berkeley Wealth Management, LLC History Reduced 4,342 415 0.22% 0.26% 455 -329 -7.04% Q1 2026 May 15, 2026
Regal Investment Advisors LLC History Added to 4,342 415 0.02% 0.02% 454 +18 0.42% Q1 2026 May 14, 2026
New England Private Wealth Advisors LLC History Reduced 4,317 412 0.05% 0.06% 456 -1,016 -19.05% Q1 2026 May 08, 2026
Harbor Group, Inc. History Reduced 4,290 410 0.06% 0.06% 457 -124 -2.81% Q1 2026 Apr 10, 2026
Hilltop Partners LLC History Added to 4,259 407 0.1% 0.09% 459 +524 14.03% Q1 2026 May 12, 2026
Veracity Capital LLC History No change 4,266 407 0.15% 0.12% 458 0 0.0% Q1 2026 Apr 09, 2026
Krilogy Financial LLC History Reduced 3,980 404 0.01% 0.01% 460 -438 -9.91% Q1 2026 Apr 17, 2026
Darden Wealth Group Inc History No change 4,233 404 0.21% 0.2% 461 0 0.0% Q1 2026 May 08, 2026
Hughes Financial Services, LLC History Added to 4,218 403 0.06% 0.05% 462 +558 15.25% Q1 2026 Apr 29, 2026
CWC Advisors, LLC. History No change 4,090 391 0.19% 0.19% 463 0 0.0% Q1 2026 Apr 16, 2026
WARNER FINANCIAL, INC History No change 4,070 389 0.13% 0.13% 464 0 0.0% Q1 2026 Apr 08, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 4,024 384 0.11% 0.06% 466 +1,753 77.19% Q1 2026 May 14, 2026
Farmers National Bank History No change 4,040 384 0.09% 0.09% 465 0 0.0% Q4 2025 Mar 12, 2026
Independent Advisor Alliance History New 4,003 382 0.0% — 471 +4,003 New Q1 2026 May 12, 2026
VILLERE ST DENIS J & CO LLC History Reduced 4,000 382 0.04% 0.04% 467 -590 -12.85% Q1 2026 Apr 30, 2026
Cadia Private Client LLC History Added to 4,000 382 0.31% 0.26% 470 +500 14.29% Q1 2026 May 20, 2026
Hanson & Doremus Investment Management History No change 3,995 382 0.04% 0.05% 468 0 0.0% Q1 2026 Apr 17, 2026
Nautilus Advisors LLC History No change 4,000 382 0.26% 0.25% 469 0 0.0% Q1 2026 Apr 17, 2026
WEALTH ALLIANCE, LLC History Added to 3,975 380 0.04% 0.04% 472 +166 4.36% Q1 2026 May 14, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 3,965 379 0.3% 0.31% 473 0 0.0% Q1 2026 Apr 16, 2026
SeaCrest Wealth Management, LLC History Reduced 3,962 378 0.04% 0.05% 474 -1,277 -24.37% Q1 2026 Apr 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,936 376 0.0% 0.0% 475 +1,011 34.56% Q1 2026 Apr 20, 2026
Etesian Wealth Advisors, Inc. History Added to 3,932 375 0.12% 0.1% 476 +629 19.04% Q1 2026 Apr 23, 2026
Kelman-Lazarov, Inc. History Reduced 3,920 374 0.05% 0.07% 477 -944 -19.41% Q1 2026 Apr 27, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 3,886 371 0.03% 0.02% 478 +579 17.51% Q1 2026 May 21, 2026
Cornerstone Planning Group LLC History Added to 3,671 370 0.05% 0.03% 479 +1,609 78.03% Q1 2026 May 06, 2026
True Link Financial Advisors, LLC History Added to 3,868 369 0.02% 0.02% 480 +212 5.8% Q1 2026 Apr 29, 2026
Stephenson & Company, Inc. History Added to 3,857 368 0.2% 0.2% 482 +4 0.1% Q1 2026 May 12, 2026
Austin Private Wealth, LLC History No change 3,876 368 0.03% 0.03% 481 0 0.0% Q4 2025 Jan 20, 2026
AdvisorNet Financial, Inc History Added to 3,838 366 0.02% 0.02% 483 +802 26.42% Q1 2026 Apr 17, 2026
Syntegra Private Wealth Group, LLC History New 3,788 362 0.03% — 485 +3,788 New Q1 2026 Apr 27, 2026
Leverty Financial Group, LLC History Added to 3,788 362 0.08% 0.07% 484 +555 17.17% Q1 2026 Apr 09, 2026
Confluence Wealth Services, Inc. History Added to 3,746 358 0.01% 0.01% 487 +80 2.18% Q1 2026 May 07, 2026
Financial Insights, Inc. History Reduced 3,753 358 0.12% 0.12% 486 -8 -0.21% Q1 2026 May 18, 2026
Avior Wealth Management, LLC History Reduced 3,736 357 0.01% 0.01% 488 -85 -2.22% Q1 2026 Apr 09, 2026
Wealth Dimensions Group, Ltd. History No change 3,739 357 0.07% 0.07% 489 0 0.0% Q1 2026 May 11, 2026
Apollon Wealth Management, LLC History Reduced 3,715 355 0.01% 0.01% 490 -993 -21.09% Q1 2026 Apr 22, 2026
Snowden Capital Advisors LLC History Reduced 3,710 354 0.01% 0.01% 491 -360 -8.85% Q1 2026 May 14, 2026
J. Mark Nickell & Co. History No change 3,689 352 0.37% 0.32% 492 0 0.0% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History Added to 3,674 351 0.05% 0.05% 493 +149 4.23% Q1 2026 Apr 24, 2026
Opulen Financial Group LLC History Reduced 3,667 350 0.25% 0.26% 495 -80 -2.14% Q1 2026 Apr 29, 2026
Gemmer Asset Management LLC History No change 3,661 350 0.03% 0.03% 494 0 0.0% Q1 2026 Apr 22, 2026
O'Brien Wealth Partners LLC History No change 3,676 349 0.05% 0.05% 496 0 0.0% Q4 2025 Jan 22, 2026
United Asset Strategies, Inc. History Added to 3,632 347 0.03% 0.03% 497 +66 1.85% Q1 2026 Apr 29, 2026
Focus Financial Network, Inc. History Reduced 3,621 346 0.01% 0.01% 498 -128 -3.41% Q1 2026 Apr 14, 2026
Arkos Global Advisors History Reduced 3,566 341 0.04% 0.04% 499 -90 -2.46% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Added to 3,542 338 0.0% 0.0% 500 +426 13.67% Q1 2026 May 15, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 3,510 335 0.03% 0.03% 502 +100 2.93% Q1 2026 Apr 27, 2026
MOTIVE WEALTH ADVISORS History No change 3,512 335 0.16% 0.14% 501 0 0.0% Q1 2026 Apr 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,459 330 0.01% 0.01% 503 -433 -11.13% Q1 2026 Apr 15, 2026
BridgePort Financial Solutions, LLC History Reduced 3,355 320 0.09% 0.09% 505 -99 -2.87% Q1 2026 Apr 16, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 3,355 320 0.16% 0.16% 504 0 0.0% Q1 2026 May 05, 2026
TME FINANCIAL, INC. History No change 3,339 319 0.22% 0.22% 506 0 0.0% Q1 2026 May 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,886 316 0.0% 0.0% 507 -4,447 -70.22% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History New 3,307 316 0.01% — 508 +3,307 New Q1 2026 Apr 27, 2026
Silver Oak Advisory Group, Inc. History No change 3,262 311 0.13% 0.14% 509 0 0.0% Q1 2026 May 01, 2026
MOR Wealth Management, LLC History No change 3,216 307 0.14% 0.14% 510 0 0.0% Q1 2026 Apr 24, 2026
Shum Financial Group, Inc. History Added to 3,173 303 0.21% 0.19% 511 +330 11.61% Q1 2026 Apr 22, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 3,149 301 0.1% 0.11% 512 -29 -0.91% Q1 2026 Apr 17, 2026
Avantax Planning Partners, Inc. History No change 3,146 300 0.01% 0.01% 513 0 0.0% Q1 2026 May 04, 2026
PFG Investments, LLC History Added to 3,137 299 0.01% 0.01% 514 +973 44.96% Q1 2026 Apr 27, 2026
AE Wealth Management LLC History Added to 3,109 297 0.0% 0.0% 516 +716 29.92% Q1 2026 May 13, 2026
Abacus Planning Group, Inc. History No change 3,108 297 0.04% 0.04% 515 0 0.0% Q1 2026 Apr 07, 2026
Wealth Management Nebraska History No change 3,111 297 0.03% 0.03% 517 0 0.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History New 3,103 296 0.0% — 519 +3,103 New Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 3,104 296 0.01% 0.01% 518 +51 1.67% Q1 2026 May 13, 2026
FIRST HAWAIIAN BANK History Reduced 3,092 295 0.04% 0.33% 520 -22,662 -87.99% Q1 2026 Apr 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,068 293 0.01% — 521 +3,068 New Q1 2026 May 15, 2026
Mission Creek Capital Partners, Inc. History No change 3,044 291 0.06% 0.06% 522 0 0.0% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 3,038 290 0.0% 0.0% 523 +70 2.36% Q1 2026 May 05, 2026
Rockbridge Investment Management, LCC History Added to 3,026 289 0.03% 0.03% 524 +3 0.1% Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History Reduced 3,014 288 0.0% 0.0% 525 -97 -3.12% Q1 2026 May 12, 2026
Tortoise Investment Management, LLC History Added to 2,996 286 0.02% 0.02% 526 +55 1.87% Q1 2026 May 05, 2026
Reynders McVeigh Capital Management, LLC History New 2,973 284 0.01% — 527 +2,973 New Q1 2026 Apr 27, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 2,967 283 0.04% 0.03% 528 +39 1.33% Q1 2026 Apr 13, 2026
Investment Research Partners LLC History No change 2,965 283 0.12% 0.12% 529 0 0.0% Q1 2026 Apr 29, 2026
Keener Financial Planning LLC History Reduced 2,953 282 0.12% 0.13% 530 -291 -8.97% Q1 2026 May 01, 2026
SIGNATUREFD, LLC History Added to 2,943 281 0.0% 0.0% 531 +63 2.19% Q1 2026 Apr 07, 2026
NWF Advisory Services Inc. History No change 2,947 281 0.03% 0.03% 532 0 0.0% Q1 2026 May 04, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 2,937 280 0.0% 0.0% 533 -337 -10.29% Q1 2026 Apr 30, 2026
Avail Investment Partners, LLC History New 2,912 278 0.3% — 534 +2,912 New Q1 2026 May 13, 2026
Round Rock Advisors LLC History Reduced 2,895 276 0.04% 0.04% 535 -22 -0.75% Q1 2026 May 15, 2026
Nadler Financial Group, Inc. History Added to 2,880 275 0.03% 0.03% 536 +25 0.88% Q1 2026 May 04, 2026
Crusonia Wealth Advisors LLC History No change 2,879 275 0.06% 0.06% 537 0 0.0% Q1 2026 May 12, 2026
Elmwood Wealth Management, Inc. History New 2,849 272 0.08% — 540 +2,849 New Q1 2026 Apr 09, 2026
NOVARE CAPITAL MANAGEMENT LLC History New 2,845 272 0.02% — 539 +2,845 New Q1 2026 Apr 17, 2026
PW ADVISORS, LLC \ FL History Reduced 2,851 272 0.2% 0.23% 538 -175 -5.78% Q1 2026 Apr 24, 2026
Well Done, LLC History New 2,833 270 0.04% — 542 +2,833 New Q1 2026 Apr 14, 2026
Connecticut Wealth Management, LLC History Reduced 2,830 270 0.01% 0.01% 541 -13 -0.46% Q1 2026 Apr 30, 2026
NewEdge Wealth, LLC History Added to 2,815 269 0.0% 0.0% 544 +55 1.99% Q1 2026 May 13, 2026
JGP Wealth Management, LLC History Added to 2,817 269 0.03% 0.03% 543 +25 0.9% Q1 2026 Apr 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 2,698 269 0.12% 0.11% 545 +6 0.22% Q1 2026 May 04, 2026
BAR HARBOR WEALTH MANAGEMENT History New 2,803 268 0.02% — 546 +2,803 New Q1 2026 Apr 17, 2026
Topel & Distasi Wealth Management, LLC History Reduced 2,765 264 0.14% 0.17% 547 -977 -26.11% Q1 2026 May 06, 2026
WBH ADVISORY INC History Reduced 2,705 263 0.02% 0.02% 548 -46 -1.67% Q1 2026 Apr 27, 2026
APS Management Group, Inc. History Reduced 2,740 262 0.22% 0.24% 550 -163 -5.61% Q1 2026 Apr 15, 2026
Founders Financial Alliance, LLC History No change 2,750 262 0.05% 0.05% 549 0 0.0% Q1 2026 May 11, 2026
CWS Financial Advisors, LLC History Added to 2,733 261 0.07% 0.07% 551 +7 0.26% Q1 2026 Apr 27, 2026
Patriot Financial Group Insurance Agency, LLC History New 2,704 258 0.01% — 554 +2,704 New Q1 2026 Apr 22, 2026
XML Financial, LLC History Reduced 2,704 258 0.02% 0.02% 553 -517 -16.05% Q1 2026 Apr 16, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Reduced 2,706 258 0.12% 0.13% 552 -54 -1.96% Q1 2026 Apr 14, 2026
Rossby Financial, LCC History Added to 2,646 257 0.05% 0.06% 557 +573 27.64% Q1 2026 May 11, 2026
TRUST CO OF VERMONT History No change 2,712 257 0.01% 0.01% 555 0 0.0% Q4 2025 Jan 16, 2026
NATURAL INVESTMENTS, LLC History No change 2,694 257 0.06% 0.06% 556 0 0.0% Q1 2026 May 01, 2026
Root Financial Partners, LLC History Reduced 2,649 253 0.01% 0.03% 558 -2,673 -50.23% Q1 2026 Apr 24, 2026
COREPATH WEALTH PARTNERS LLC History Added to 2,509 252 0.17% 0.15% 559 +220 9.61% Q1 2026 Apr 10, 2026
Sachetta, LLC History Reduced 2,626 251 0.14% 0.14% 561 -69 -2.56% Q1 2026 May 01, 2026
Abundance Wealth Counselors History No change 2,630 251 0.04% 0.04% 560 0 0.0% Q1 2026 Apr 22, 2026
Keystone Financial Services History Reduced 2,620 250 0.07% 0.09% 563 -362 -12.14% Q1 2026 May 06, 2026
COMMERCE BANK History Added to 2,620 250 0.0% 0.0% 562 +134 5.39% Q1 2026 May 11, 2026
SmartHarvest Portfolios, LLC History No change 2,601 248 0.1% 0.09% 564 0 0.0% Q1 2026 Apr 20, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 2,587 247 0.02% 0.02% 565 -40 -1.52% Q1 2026 May 15, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 2,576 246 0.11% 0.33% 566 -181 -6.57% Q1 2026 Apr 15, 2026
StoneX Group Inc. History Added to 2,566 245 0.01% 0.01% 567 +70 2.8% Q1 2026 May 14, 2026
Busey Bank History No change 2,560 244 0.01% 0.01% 568 0 0.0% Q1 2026 Apr 28, 2026
WELCH & FORBES LLC History No change 2,538 242 0.0% 0.0% 569 0 0.0% Q1 2026 May 01, 2026
WealthSpring Partners, LLC History No change 2,528 241 0.22% 0.25% 570 0 0.0% Q1 2026 Apr 20, 2026
NerdWallet Wealth Partners, LLC History New 2,516 240 0.1% — 572 +2,516 New Q1 2026 May 05, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 2,520 240 0.16% 0.14% 571 +254 11.21% Q1 2026 May 07, 2026
Columbia Bank History No change 2,469 236 0.07% 0.07% 573 0 0.0% Q1 2026 Apr 28, 2026
Essex Bank History No change 2,458 235 0.05% 0.05% 574 0 0.0% Q1 2026 Apr 17, 2026
Fairway Financial, LLC History No change 2,467 235 0.18% 0.18% 575 0 0.0% Q1 2026 May 11, 2026
Liberty Atlantic Advisors LLC History Added to 2,451 234 0.2% 0.21% 576 +210 9.37% Q1 2026 Apr 27, 2026
Stonebridge Financial Group, LLC History Reduced 2,437 233 0.02% 0.02% 577 -163 -6.27% Q1 2026 Apr 08, 2026
Financial Futures Ltd Liability Co. History Added to 2,431 232 0.1% 0.1% 578 +194 8.67% Q1 2026 Apr 22, 2026
JSF Financial, LLC History Reduced 2,423 231 0.05% 0.05% 579 -344 -12.43% Q1 2026 May 07, 2026
Prime Capital Investment Advisors, LLC History New 2,413 230 0.0% — 580 +2,413 New Q1 2026 May 08, 2026
Kaizen Financial Strategies History New 2,255 229 0.1% — 583 +2,255 New Q1 2026 May 01, 2026
Centurion Wealth Management LLC History Reduced 2,401 229 0.05% 0.05% 582 -7 -0.29% Q1 2026 Apr 10, 2026
MA Private Wealth History No change 2,404 229 0.04% 0.04% 581 0 0.0% Q1 2026 May 07, 2026
Stewardship Advisors, LLC History Reduced 2,367 226 0.05% 0.05% 584 -13 -0.55% Q1 2026 Apr 17, 2026
NorthCrest Asset Manangement, LLC History Added to 2,333 225 0.01% 0.0% 586 +27 1.17% Q1 2026 Apr 08, 2026
Prospera Financial Services Inc History Added to 2,357 225 0.0% 0.0% 585 +23 0.99% Q1 2026 Apr 14, 2026
EQ LLC History Added to 2,345 224 0.06% 0.06% 587 +178 8.21% Q1 2026 May 06, 2026
BayBridge Capital Group, LLC History No change 2,359 224 0.14% 0.14% 588 0 0.0% Q1 2026 Apr 14, 2026
Financial Council, LLC History Reduced 2,334 223 0.09% 0.09% 589 -165 -6.6% Q1 2026 Apr 21, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,330 222 0.05% 0.05% 590 0 0.0% Q1 2026 Apr 10, 2026
ACTION POINT FINANCIAL PLANNING, LLC History New 2,320 221 0.2% — 592 +2,320 New Q1 2026 May 07, 2026
Midway Capital Research & Management History No change 2,321 221 0.21% 0.21% 591 0 0.0% Q1 2026 Apr 13, 2026
Hoxton Planning & Management, LLC History Added to 2,297 219 0.07% 0.06% 593 +175 8.25% Q1 2026 Apr 20, 2026
Old Peak Finance LLC History No change 2,299 219 0.13% 0.13% 594 0 0.0% Q1 2026 Apr 24, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,235 217 0.0% 0.0% 595 +57 2.62% Q1 2026 Apr 28, 2026
LifePlan Investment Advisors, Inc. History Reduced 2,267 216 0.08% 0.1% 596 -292 -11.41% Q1 2026 May 14, 2026
Snider Financial Group History New 2,256 215 0.06% — 597 +2,256 New Q1 2026 Apr 15, 2026
Fifth Third Wealth Advisors LLC History Reduced 2,245 214 0.01% 0.01% 598 -303 -11.89% Q1 2026 Apr 17, 2026
LifeGoal Investments, LLC History New 2,194 213 0.12% — 599 +2,194 New Q1 2026 Apr 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,226 212 0.02% 0.02% 600 0 0.0% Q1 2026 Apr 07, 2026
Emergent Wealth Advisors, LLC History Reduced 2,217 211 0.12% 0.12% 603 -61 -2.68% Q1 2026 Apr 07, 2026
ETF Portfolio Partners, Inc. History Added to 2,208 211 0.06% 0.05% 602 +12 0.55% Q1 2026 May 13, 2026
Pekin Hardy Strauss, Inc. History No change 2,210 211 0.02% 0.02% 601 0 0.0% Q1 2026 May 06, 2026
Barden Capital Management, Inc. History New 2,198 210 0.18% — 605 +2,198 New Q1 2026 Apr 07, 2026
TPG Financial Advisors, LLC History Reduced 2,203 210 0.07% 0.07% 604 -26 -1.17% Q1 2026 May 08, 2026
Grey Ledge Advisors, LLC History New 2,195 209 0.05% — 607 +2,195 New Q1 2026 Apr 20, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 2,195 209 0.04% 0.07% 606 -697 -24.1% Q1 2026 May 01, 2026
Armstrong, Fleming & Moore, Inc History No change 2,165 207 0.09% 0.09% 608 0 0.0% Q1 2026 Apr 13, 2026
Mengis Capital Management, Inc. History New 2,154 205 0.04% — 611 +2,154 New Q1 2026 May 12, 2026
Sowell Financial Services LLC History Added to 2,145 205 0.01% 0.01% 609 +13 0.61% Q1 2026 Apr 20, 2026
SWEENEY & MICHEL, LLC History No change 2,032 205 0.06% 0.06% 610 0 0.0% Q1 2026 Apr 16, 2026
Revolve Wealth Partners, LLC History Reduced 2,134 204 0.03% 0.02% 612 -64 -2.91% Q1 2026 Apr 10, 2026
Argyle Capital Partners, LLC History New 2,107 201 0.14% — 614 +2,107 New Q1 2026 May 07, 2026
Rede Wealth, LLC History Reduced 2,104 201 0.07% 0.12% 613 -1,380 -39.61% Q1 2026 Apr 10, 2026
MOTCO History No change 2,091 199 0.02% 0.02% 615 0 0.0% Q1 2026 Apr 22, 2026
EFG International AG History Reduced 2,030 194 0.0% 0.01% 616 -4,303 -67.95% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 1,981 189 0.0% 0.0% 617 +425 27.31% Q1 2026 May 12, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,974 188 0.01% 0.01% 618 0 0.0% Q1 2026 May 14, 2026
WPG Advisers, LLC History No change 1,974 188 0.14% 0.14% 619 0 0.0% Q1 2026 Apr 29, 2026
Clarity Asset Management, Inc. History Reduced 1,943 185 0.09% 0.1% 620 -19 -0.97% Q1 2026 May 04, 2026
Allworth Financial LP History Added to 1,907 182 0.0% 0.0% 621 +190 11.07% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History No change 1,893 181 0.01% 0.01% 622 0 0.0% Q1 2026 May 13, 2026
Gould Capital, LLC History Added to 1,887 180 0.11% 0.11% 623 +30 1.62% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 1,880 178 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 1,853 177 0.0% 0.04% 625 -12,855 -87.4% Q1 2026 May 14, 2026
Horizons Wealth Management History Reduced 1,827 174 0.11% 0.12% 626 -46 -2.46% Q1 2026 Apr 02, 2026
Finley Financial, LLC History No change 1,830 174 0.08% 0.08% 627 0 0.0% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Added to 1,772 169 0.01% 0.01% 628 +12 0.68% Q1 2026 May 15, 2026
Covestor Ltd History Added to 1,728 165 0.11% 0.08% 629 +45 2.67% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History Reduced 1,775 164 0.01% 0.01% 630 -70 -3.79% Q1 2026 May 15, 2026
Johnson Financial Group, Inc. History Reduced 1,703 162 0.01% 0.01% 631 -164 -8.78% Q1 2026 May 07, 2026
Clean Yield Group History New 1,682 160 0.05% — 632 +1,682 New Q1 2026 Apr 14, 2026
Stephens Consulting, LLC History No change 1,676 159 0.05% 0.05% 633 0 0.0% Q4 2025 Jan 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 1,642 157 0.08% 0.07% 634 +90 5.8% Q1 2026 May 07, 2026
CoreCap Advisors, LLC History Added to 1,554 150 0.01% 0.0% 635 +102 7.02% Q1 2026 Apr 07, 2026
Russell Investments Group, Ltd. History Added to 1,453 138 0.0% 0.0% 636 +679 87.73% Q1 2026 May 08, 2026
Kennebec Savings Bank History New 1,365 130 0.12% — 637 +1,365 New Q1 2026 Apr 17, 2026
Princeton Global Asset Management LLC History Added to 1,261 120 0.02% 0.01% 638 +411 48.35% Q1 2026 Apr 22, 2026
NBC SECURITIES, INC. History Added to 1,199 114 0.01% 0.0% 639 +962 405.91% Q1 2026 Apr 14, 2026
Rice Partnership, LLC History Reduced 1,192 113 0.02% 0.02% 640 -4 -0.33% Q1 2026 May 07, 2026
TD Waterhouse Canada Inc. History Added to 1,142 110 0.0% 0.0% 641 +105 10.13% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 1,095 104 0.0% 0.0% 642 +945 630.0% Q1 2026 May 06, 2026
Fort Vancouver Investment Management, LLC History No change 1,090 104 0.05% 0.06% 643 0 0.0% Q1 2026 May 15, 2026
Gen-Wealth Partners Inc History Reduced 1,043 99 0.03% 0.03% 644 -113 -9.78% Q1 2026 May 08, 2026
Westend Capital Management, LLC History Reduced 1,030 98 0.03% 0.03% 645 -45 -4.19% Q1 2026 Apr 14, 2026
Spire Wealth Management History Reduced 967 92 0.0% 0.01% 646 -940 -49.29% Q1 2026 Apr 22, 2026
CVA Family Office, LLC History Added to 957 91 0.01% 0.0% 647 +738 336.99% Q1 2026 Apr 29, 2026
Key FInancial Inc History No change 937 89 0.02% 0.02% 648 0 0.0% Q1 2026 Apr 24, 2026
Hurley Capital, LLC History No change 929 88 0.05% 0.05% 649 0 0.0% Q1 2026 May 06, 2026
Trust Co History Reduced 911 87 0.01% 0.01% 650 -85 -8.53% Q1 2026 Apr 13, 2026
Global Assets Advisory, LLC History New 882 84 0.02% — 652 +882 New Q1 2026 May 01, 2026
Smithfield Trust Co History Added to 890 84 0.0% 0.0% 651 +247 38.41% Q1 2026 May 08, 2026
STANCE CAPITAL LLC History New 871 83 0.04% — 653 +871 New Q1 2026 May 13, 2026
Kilter Group LLC History Reduced 857 81 0.03% 0.04% 654 -21 -2.39% Q1 2026 May 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 843 80 0.01% 0.01% 655 0 0.0% Q1 2026 Apr 16, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 799 76 0.06% — 656 +799 New Q1 2026 Apr 27, 2026
BFSG, LLC History No change 783 74 0.01% 0.01% 657 0 0.0% Q1 2026 Apr 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 784 74 0.0% 0.0% 658 0 0.0% Q1 2026 May 06, 2026
Financial Gravity Asset Management, Inc. History Reduced 767 73 0.01% 0.01% 659 -22 -2.79% Q1 2026 May 08, 2026
IAG Wealth Partners, LLC History No change 765 73 0.01% 0.01% 660 0 0.0% Q1 2026 Apr 29, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 772 73 0.05% 0.05% 661 0 0.0% Q1 2026 Apr 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 763 72 0.0% — 663 +763 New Q1 2026 May 07, 2026
FIRST HORIZON CORP History No change 755 72 0.0% 0.0% 662 0 0.0% Q1 2026 Apr 30, 2026
CIBC Private Wealth Group LLC History No change 749 71 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 12, 2026
Pacifica Partners Inc. History No change 750 71 0.02% 0.03% 665 0 0.0% Q1 2026 Apr 09, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 725 69 0.01% 0.01% 666 -75 -9.38% Q1 2026 Apr 23, 2026
4Thought Financial Group Inc. History Reduced 728 69 0.03% 0.04% 667 -67 -8.43% Q1 2026 Apr 24, 2026
Keating Financial Advisory Services, Inc. History No change 710 67 0.01% 0.01% 668 0 0.0% Q1 2026 May 15, 2026
Redwood Park Advisors LLC History No change 700 66 0.04% 0.04% 669 0 0.0% Q1 2026 May 04, 2026
Archer Investment Corp History No change 684 65 0.01% 0.01% 670 0 0.0% Q1 2026 May 04, 2026
Scarborough Advisors, LLC History Added to 675 64 0.01% 0.01% 673 +353 109.63% Q1 2026 May 07, 2026
DT Investment Partners, LLC History No change 670 64 0.01% 0.01% 671 0 0.0% Q1 2026 May 14, 2026
Pacific Center for Financial Services History No change 673 64 0.02% 0.02% 672 0 0.0% Q1 2026 May 12, 2026
Harbor Asset Planning, Inc. History Added to 666 63 0.05% 0.02% 674 +427 178.66% Q1 2026 Apr 22, 2026
Ancora Advisors LLC History No change 657 62 0.0% 0.0% 675 0 0.0% Q1 2026 May 15, 2026
Evolution Advisers, Inc. History No change 650 62 0.03% 0.03% 676 0 0.0% Q1 2026 May 01, 2026
Geneos Wealth Management Inc. History Added to 646 61 0.0% 0.0% 677 +10 1.57% Q1 2026 May 04, 2026
Nalls Sherbakoff Group, LLC History No change 647 61 0.04% 0.04% 678 0 0.0% Q4 2025 Mar 12, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 620 59 0.01% 0.01% 680 +54 9.54% Q1 2026 May 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 619 59 0.02% 0.02% 679 +26 4.38% Q1 2026 Apr 29, 2026
Investors Research Corp History No change 589 56 0.01% 0.01% 681 0 0.0% Q1 2026 Apr 03, 2026
North Star Investment Management Corp. History Added to 581 55 0.0% 0.0% 682 +220 60.94% Q1 2026 Apr 23, 2026
Your Advocates Ltd., LLP History Reduced 573 54 0.02% 0.02% 684 -115 -16.72% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History No change 568 54 0.0% 0.0% 683 0 0.0% Q1 2026 May 11, 2026
FAS Wealth Partners, Inc. History No change 549 52 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 18, 2026
Center for Financial Planning, Inc. History No change 549 52 0.01% 0.01% 686 0 0.0% Q1 2026 May 04, 2026
MCF Advisors LLC History New 537 51 0.0% — 688 +537 New Q1 2026 May 11, 2026
SouthState Bank Corp History Reduced 541 51 0.0% 0.0% 687 -156 -22.38% Q1 2026 May 05, 2026
Larson Financial Group LLC History No change 499 47 0.0% 0.0% 689 0 0.0% Q1 2026 May 15, 2026
Rialto Wealth Management, LLC History No change 501 47 0.01% 0.01% 690 0 0.0% Q1 2026 May 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 477 45 0.0% 0.0% 691 -16 -3.25% Q1 2026 Apr 20, 2026
BLUELINE ADVISORS LLC History Added to 430 41 0.03% 0.03% 692 +2 0.47% Q1 2026 Apr 07, 2026
Transamerica Financial Advisors, LLC History Added to 420 40 0.0% 0.0% 693 +172 69.35% Q1 2026 May 15, 2026
AMERIFLEX GROUP, INC. History Reduced 405 38 0.02% 0.02% 695 -60 -12.9% Q1 2026 May 15, 2026
TD Capital Management LLC History No change 405 38 0.0% 0.0% 694 0 0.0% Q1 2026 May 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 384 36 0.01% — 696 +384 New Q1 2026 May 08, 2026
Daiwa Securities Group Inc. History New 350 33 0.0% — 698 +350 New Q1 2026 May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 353 33 0.0% 0.0% 697 0 0.0% Q1 2026 Apr 23, 2026
North Ridge Wealth Advisors, Inc. History No change 325 31 0.02% 0.02% 699 0 0.0% Q1 2026 May 14, 2026
Winthrop Capital Management, LLC History No change 323 31 0.01% 0.01% 700 0 0.0% Q1 2026 Apr 28, 2026
Creative Capital Management Investments LLC History No change 321 30 0.01% 0.01% 701 0 0.0% Q1 2026 Apr 21, 2026
NBT BANK N A /NY History Reduced 295 28 0.0% 0.0% 702 -82 -21.75% Q1 2026 Apr 28, 2026
Triumph Capital Management History No change 299 28 0.01% 0.01% 703 0 0.0% Q1 2026 May 13, 2026
Rossmore Private Capital History No change 300 28 0.0% 0.0% 704 0 0.0% Q1 2026 May 01, 2026
Coston, McIsaac & Partners History No change 298 28 0.01% 0.01% 705 0 0.0% Q1 2026 Apr 22, 2026
JDM Financial Group LLC History New 254 24 0.01% — 707 +254 New Q1 2026 May 20, 2026
HM PAYSON & CO History No change 260 24 0.0% 0.0% 706 0 0.0% Q1 2026 Apr 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 232 22 0.0% — 708 +232 New Q1 2026 Apr 23, 2026
Longview Financial Advisors LLC History No change 222 21 0.01% 0.01% 709 0 0.0% Q1 2026 Apr 20, 2026
GW&K Investment Management, LLC History New 208 20 0.0% — 711 +208 New Q1 2026 May 13, 2026
Crewe Advisors LLC History No change 216 20 0.0% 0.0% 710 0 0.0% Q1 2026 May 07, 2026
Investors Portfolio Services LLC History No change 208 19 0.02% 0.02% 712 0 0.0% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 185 17 0.0% 0.0% 713 0 0.0% Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 170 16 0.0% 0.0% 716 -258 -60.28% Q1 2026 Apr 06, 2026
Centerpoint Advisors, LLC History Added to 166 16 0.01% 0.0% 715 +30 22.06% Q1 2026 May 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 164 16 0.0% 0.0% 714 -24 -12.77% Q1 2026 May 01, 2026
CX Institutional History Reduced 157 15 0.0% 0.0% 718 -1 -0.63% Q1 2026 Apr 06, 2026
BOKF, NA History No change 160 15 0.0% 0.0% 717 0 0.0% Q1 2026 May 08, 2026
Copia Wealth Management History No change 164 15 0.01% 0.01% 719 0 0.0% Q1 2026 May 04, 2026
United Financial Planning Group LLC History No change 166 15 0.01% 0.01% 720 0 0.0% Q1 2026 May 08, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 147 14 0.01% 0.01% 721 0 0.0% Q1 2026 May 08, 2026
Godfrey Financial Associates, Inc. History Added to 141 13 0.01% 0.01% 722 +15 11.9% Q1 2026 May 11, 2026
Abound Wealth Management History No change 133 12 0.0% 0.0% 723 0 0.0% Q1 2026 Apr 10, 2026
Vision Retirement, LLC History No change 126 12 0.0% 0.0% 724 0 0.0% Q1 2026 May 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 117 11 0.0% — 726 +117 New Q1 2026 May 15, 2026
Strategic Wealth Advisors LLC History Reduced 123 11 0.01% 0.01% 725 -26 -17.45% Q1 2026 May 01, 2026
Signature Resources Capital Management, LLC History No change 99 9 0.0% 0.0% 727 0 0.0% Q1 2026 May 01, 2026
Cherry Tree Wealth Management, LLC History No change 89 8 0.0% 0.0% 728 0 0.0% Q1 2026 May 05, 2026
Arax Advisory Partners History Reduced 83 7 0.0% 0.0% 729 -317 -79.25% Q1 2026 May 13, 2026
ST GERMAIN D J CO INC History New 82 7 0.0% — 732 +82 New Q1 2026 Apr 13, 2026
Sound Income Strategies, LLC History No change 74 7 0.0% 0.0% 730 0 0.0% Q1 2026 Apr 27, 2026
Blue Trust, Inc. History No change 79 7 0.0% 0.0% 731 0 0.0% Q1 2026 Apr 20, 2026
BESSEMER GROUP INC History Reduced 61 6 0.0% 0.0% 733 -495 -89.03% Q1 2026 May 06, 2026
Founders Capital Management History No change 73 6 0.0% 0.0% 734 0 0.0% Q1 2026 Apr 21, 2026
Front Row Advisors LLC History No change 66 6 0.0% 0.0% 735 0 0.0% Q1 2026 May 19, 2026
TOTH FINANCIAL ADVISORY CORP History No change 58 5 0.0% 0.0% 736 0 0.0% Q1 2026 Apr 16, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 55 5 0.0% 0.0% 737 0 0.0% Q1 2026 May 11, 2026
Financial Avengers, Inc. History New 50 4 0.0% — 739 +50 New Q1 2026 May 19, 2026
Provenance Wealth Advisors, LLC History No change 52 4 0.0% 0.0% 738 0 0.0% Q1 2026 Apr 20, 2026
SBI Securities Co., Ltd. History Added to 41 3 0.0% 0.0% 740 +1 2.5% Q1 2026 Apr 27, 2026
Lodestone Wealth Management LLC History No change 40 3 0.0% 0.0% 741 0 0.0% Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 24 2 0.0% 0.0% 743 -50 -67.57% Q1 2026 May 12, 2026
BARRETT & COMPANY, INC. History No change 27 2 0.0% 0.0% 742 0 0.0% Q1 2026 May 04, 2026
Sunbelt Securities, Inc. History No change 27 2 0.0% 0.0% 744 0 0.0% Q1 2026 May 15, 2026
Millstone Evans Group, LLC History No change 21 2 0.0% 0.0% 745 0 0.0% Q1 2026 Apr 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 16 1 0.0% 0.0% 747 -18 -52.94% Q1 2026 May 01, 2026
TRUST CO OF TOLEDO NA /OH/ History New 18 1 0.0% — 749 +18 New Q1 2026 Apr 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 11 1 0.0% — 746 +1 10.0% Q1 2026 Apr 13, 2026
Hilton Head Capital Partners, LLC History No change 11 1 0.0% 0.0% 748 0 0.0% Q1 2026 Apr 20, 2026
CITADEL ADVISORS LLC History Closed out 0 0 — 0.01% — -383,018 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.03% — -88,186 -100.0% Q1 2026 May 15, 2026
TrueWealth Financial Partners History Closed out 0 0 — 2.0% — -25,419 -100.0% Q1 2026 May 20, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.02% — -23,092 -100.0% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.02% — -8,653 -100.0% Q1 2026 May 08, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.02% — -6,047 -100.0% Q1 2026 May 01, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.02% — -5,770 -100.0% Q1 2026 May 14, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 — 0.03% — -5,356 -100.0% Q1 2026 Apr 29, 2026
BARCLAYS PLC History Closed out 0 0 — 0.0% — -4,111 -100.0% Q1 2026 May 14, 2026
Talisman Wealth Advisors LLC History Closed out 0 0 — 0.22% — -2,928 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -2,900 -100.0% Q1 2026 May 14, 2026
Vested Financial Planning, LLC History Closed out 0 0 — 0.2% — -2,731 -100.0% Q1 2026 Apr 16, 2026
Spectrum Financial Alliance Ltd LLC History Closed out 0 0 — 0.05% — -2,700 -100.0% Q1 2026 May 01, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 — 0.01% — -2,216 -100.0% Q1 2026 Apr 15, 2026
Eaton Financial Holdings Company, LLC History Closed out 0 0 — 0.05% — -2,121 -100.0% Q1 2026 Apr 15, 2026
Team Hewins, LLC History Closed out 0 0 — 0.06% — -2,111 -100.0% Q1 2026 Apr 30, 2026
Maia Wealth LLC History Closed out 0 0 — 0.04% — -2,089 -100.0% Q1 2026 May 08, 2026
EQ WEALTH ADVISORS, LLC History Closed out 0 0 — 0.06% — -1,125 -100.0% Q1 2026 May 01, 2026
Concord Wealth Partners History Closed out 0 0 — 0.01% — -1,019 -100.0% Q1 2026 May 01, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 — 0.08% — -769 -100.0% Q1 2026 May 14, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.02% — -707 -100.0% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -359 -100.0% Q1 2026 Apr 28, 2026
Integrity Financial Corp /WA History Closed out 0 0 — 0.01% — -148 -100.0% Q1 2026 May 14, 2026
Key Capital Management, INC History Reduced 8 0 — 0.01% — -126 -94.03% Q1 2026 May 07, 2026
Cordgrass Capital Advisors, LLC History Closed out 0 0 — 0.0% — -85 -100.0% Q1 2026 May 07, 2026
Camelot Portfolios, LLC History Closed out 0 0 — 0.0% — -71 -100.0% Q1 2026 May 08, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q1 2026 May 11, 2026
Capital Investment Advisory Services, LLC History New 9 0 — — — +9 New Q1 2026 May 05, 2026
Raleigh Capital Management Inc. History New 5 0 — — — +5 New Q1 2026 Apr 28, 2026
Silver Grove Financial Group, Inc. History New 5 0 — — — +5 New Q1 2026 May 15, 2026
Measured Wealth Private Client Group, LLC History Reduced 1 0 — — — -2 -66.67% Q1 2026 May 13, 2026
Financial Life Planners History New 1 0 — — — +1 New Q1 2026 Apr 24, 2026
Glassman Wealth Services History No change 2 0 — — — 0 0.0% Q1 2026 May 04, 2026
Davis Capital Management History No change 9 0 — — — 0 0.0% Q1 2026 Apr 16, 2026
MASECO LLP History No change 8 0 — — — 0 0.0% Q1 2026 Apr 21, 2026