iSHARES TRUST - ESGU

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 Added to 13,803,021 1,952,023 0.14% 0.14% 1 +467,558 3.51% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 10,007,080 1,374,872 0.09% 0.1% 2 -281,574 -2.74% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 5,136,786 726,444 0.1% 0.1% 3 -22,489 -0.44% Q1 2026 May 14, 2026
TIAA Wealth Investment Management LLC History New 4,900,171 673,234 5.14% — 4 +4,900,171 New Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Added to 4,046,469 572,251 0.07% 0.07% 5 +31,233 0.78% Q1 2026 May 15, 2026
Betterment LLC History Added to 4,041,916 571,608 1.08% 1.11% 6 +117,320 2.99% Q1 2026 May 14, 2026
Acorns Advisers, LLC History Added to 2,652,397 375,102 2.79% 2.87% 7 +86,575 3.37% Q1 2026 May 14, 2026
Wealthfront Advisers LLC History Added to 2,646,197 374,225 0.82% 0.86% 8 +54,889 2.12% Q1 2026 May 05, 2026
BlackRock, Inc. History Added to 2,356,917 333,315 0.01% 0.01% 9 +253,511 12.05% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,098,636 296,789 0.08% 0.09% 10 +162,934 8.42% Q1 2026 May 04, 2026
MORGAN STANLEY History Reduced 1,782,800 252,123 0.02% 0.02% 11 -831,853 -31.82% Q1 2026 May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,308,152 184,998 0.71% — 12 +1,308,152 New Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,293,522 182,929 0.03% 0.06% 13 -768,530 -37.27% Q1 2026 May 11, 2026
LPL Financial LLC History Added to 1,183,376 167,352 0.04% 0.05% 14 +21,288 1.83% Q1 2026 May 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,073,357 151,794 0.09% 0.1% 15 +46,006 4.48% Q1 2026 May 07, 2026
FIDUCIARY TRUST CO History Added to 697,197 98,597 1.17% 1.15% 16 +18,717 2.76% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 521,795 73,792 0.01% 0.01% 17 -7,510 -1.42% Q1 2026 May 15, 2026
Empower Advisory Group, LLC History Reduced 503,648 71,225 0.18% 0.31% 18 -258,260 -33.9% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 369,661 52,277 0.07% 0.07% 19 -6,623 -1.76% Q1 2026 Apr 27, 2026
Ally Invest Advisors Inc. History Added to 348,203 49,242 3.31% 3.45% 20 +12,868 3.84% Q1 2026 May 12, 2026
Composition Wealth, LLC History Added to 344,533 48,723 0.67% 0.67% 21 +31,485 10.06% Q1 2026 Apr 08, 2026
AMERIPRISE FINANCIAL INC History Reduced 342,392 48,425 0.01% 0.01% 22 -19,658 -5.43% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 337,896 47,785 0.44% 0.0% 23 +335,300 12916.02% Q1 2026 May 06, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 330,863 46,790 0.26% 0.17% 24 -2,638 -0.79% Q1 2026 Apr 29, 2026
HighTower Advisors, LLC History Added to 325,209 45,991 0.05% 0.05% 25 +18,761 6.12% Q1 2026 May 05, 2026
Creative Planning History Added to 313,427 44,324 0.03% 0.03% 26 +3,740 1.21% Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 302,011 42,710 0.02% 0.03% 27 -158,864 -34.47% Q1 2026 May 11, 2026
UBS Group AG History Added to 299,510 42,356 0.01% 0.01% 28 +5,151 1.75% Q1 2026 May 05, 2026
Cetera Investment Advisers History Added to 276,082 39,043 0.04% 0.04% 29 +395 0.14% Q1 2026 May 13, 2026
FMR LLC History Added to 275,852 39,010 0.0% 0.0% 30 +42,114 18.02% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 270,189 38,210 0.06% 0.06% 31 +144 0.05% Q1 2026 May 15, 2026
CWM, LLC History Reduced 263,832 37,311 0.1% 0.11% 32 -13,853 -4.99% Q1 2026 May 14, 2026
IMPACTfolio, LLC History Reduced 261,453 36,974 15.71% 18.09% 33 -27,752 -9.6% Q1 2026 Apr 30, 2026
ALLIANCEBERNSTEIN L.P. History Added to 243,482 36,273 0.01% 0.01% 34 +69,341 39.82% Q1 2026 May 15, 2026
Alesco Advisors, LLC, An ESL Co History Reduced 241,553 34,160 0.87% 0.96% 35 -7,255 -2.92% Q1 2026 May 13, 2026
Brookstone Capital Management History Added to 241,479 34,149 0.39% 0.38% 36 +17,761 7.94% Q1 2026 Apr 16, 2026
Cambridge Investment Research Advisors, Inc. History Added to 239,938 33,932 0.09% 0.08% 37 +47,825 24.89% Q1 2026 Apr 30, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 222,363 31,446 0.65% 0.67% 38 -2,970 -1.32% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History Reduced 205,632 29,080 0.23% 0.26% 39 -310 -0.15% Q1 2026 Apr 07, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 197,413 27,918 0.01% 0.01% 40 -24,922 -11.21% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 192,355 27,449 0.06% 0.04% 41 -18,026 -8.57% Q1 2026 Apr 08, 2026
Ashton Thomas Private Wealth, LLC History Reduced 186,049 26,311 0.62% 0.68% 42 -1,314 -0.7% Q1 2026 May 11, 2026
Beacon Pointe Advisors, LLC History Added to 177,705 25,131 0.13% 0.12% 43 +59,912 50.86% Q1 2026 May 15, 2026
Clarius Group, LLC History No change 168,201 25,058 1.43% 1.43% 44 0 0.0% Q4 2025 Jan 14, 2026
Joel Isaacson & Co., LLC History Added to 176,960 25,025 0.83% 0.87% 45 +361 0.2% Q1 2026 Apr 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 165,014 23,336 0.09% 0.12% 46 -61,061 -27.01% Q1 2026 Apr 24, 2026
MML INVESTORS SERVICES, LLC History Reduced 161,406 22,825 0.06% 0.07% 47 -21,105 -11.56% Q1 2026 May 04, 2026
Rock Creek Group LLC History No change 161,100 22,782 2.31% 2.69% 48 0 0.0% Q1 2026 May 11, 2026
Sand Hill Global Advisors, LLC History Added to 157,309 22,246 0.75% 0.81% 49 +2,298 1.48% Q1 2026 May 14, 2026
Affinity Capital Advisors, LLC History Reduced 149,450 21,135 2.96% 3.1% 50 -1,142 -0.76% Q1 2026 Apr 13, 2026
Corient Private Wealth LLC History Added to 144,193 20,391 0.03% 0.03% 51 +11,407 8.59% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 143,191 20,254 0.03% 0.04% 52 -58,824 -29.12% Q1 2026 May 15, 2026
Erickson Financial Group, LLC History Added to 136,408 19,290 12.09% 12.24% 53 +2,632 1.97% Q1 2026 Apr 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 128,256 18,137 0.27% 0.27% 54 +1,664 1.31% Q1 2026 May 05, 2026
AlTi Global, Inc. History Added to 123,498 17,465 0.38% 0.38% 55 +5,090 4.3% Q1 2026 May 07, 2026
CHOREO, LLC History Reduced 120,997 17,122 0.21% 0.24% 56 -3,145 -2.53% Q1 2026 May 12, 2026
Integrated Wealth Concepts LLC History Added to 120,902 17,097 0.14% 0.16% 57 +29,472 32.23% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 118,126 16,700 0.02% 0.02% 58 -4,681 -3.81% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 116,599 16,489 0.02% 0.02% 59 +20,851 21.78% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 105,744 14,954 0.04% 0.04% 60 +383 0.36% Q1 2026 Apr 22, 2026
Sharkey, Howes & Javer History Reduced 101,743 14,388 1.94% 2.04% 61 -5,843 -5.43% Q1 2026 Apr 08, 2026
One Wealth Advisors, LLC History Reduced 101,423 14,343 1.79% 1.93% 62 -4,575 -4.32% Q1 2026 Apr 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 96,995 13,717 0.21% 0.28% 63 +2,894 3.08% Q1 2026 May 15, 2026
Blue Edge Capital, LLC History No change 91,302 13,602 1.82% 1.82% 64 0 0.0% Q4 2025 Feb 12, 2026
Facet Wealth, Inc. History Added to 90,738 12,832 0.22% 0.19% 65 +18,622 25.82% Q1 2026 May 07, 2026
Van Hulzen Asset Management, LLC History Reduced 89,844 12,705 0.94% 0.98% 66 -59 -0.07% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 85,842 12,139 0.0% 0.0% 67 +39,389 84.79% Q1 2026 May 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 84,819 11,995 3.64% 4.03% 68 -1,677 -1.94% Q1 2026 Apr 15, 2026
SEI INVESTMENTS CO History Reduced 83,821 11,853 0.01% 0.01% 69 -945 -1.11% Q1 2026 May 13, 2026
STALEY CAPITAL ADVISERS INC History No change 80,000 11,313 0.48% 0.49% 70 0 0.0% Q1 2026 Apr 29, 2026
Kestra Advisory Services, LLC History Added to 79,173 11,196 0.04% 0.04% 71 +10,843 15.87% Q1 2026 Apr 30, 2026
Apella Capital, LLC History Reduced 71,834 11,091 0.16% 0.23% 72 -7,772 -9.76% Q1 2026 Apr 20, 2026
Relyea Zuckerberg Hanson LLC History Added to 78,418 11,089 1.11% 1.18% 73 +201 0.26% Q1 2026 Apr 30, 2026
Plancorp, LLC History Reduced 72,386 10,675 0.3% 0.33% 74 -673 -0.92% Q1 2026 Apr 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 74,909 10,593 0.01% 0.0% 75 +33,020 78.83% Q1 2026 May 12, 2026
Keebeck Wealth Management History Reduced 73,206 10,352 1.16% 1.28% 76 -1,493 -2.0% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Reduced 70,640 9,989 0.1% 0.1% 77 -505 -0.71% Q1 2026 May 08, 2026
Laurel Wealth Planning LLC History Reduced 70,306 9,942 5.24% 5.97% 78 -2,040 -2.82% Q1 2026 Apr 23, 2026
Wealth Architects, LLC History Added to 69,836 9,876 0.88% 0.88% 79 +3,990 6.06% Q1 2026 May 15, 2026
Clarity Asset Management, Inc. History Reduced 68,154 9,638 4.88% 6.85% 80 -15,450 -18.48% Q1 2026 May 04, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 67,800 9,588 0.01% 0.01% 81 -2,700 -3.83% Q1 2026 May 15, 2026
NorthRock Partners, LLC History Reduced 67,679 9,571 0.15% 0.17% 82 -1,020 -1.48% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 67,280 9,514 0.16% 0.17% 83 +4,807 7.69% Q1 2026 May 04, 2026
Fisher Asset Management, LLC History Added to 64,963 9,187 0.0% 0.0% 84 +560 0.87% Q1 2026 May 05, 2026
One Capital Management, LLC History Added to 64,783 9,161 0.25% 0.18% 85 +23,917 58.53% Q1 2026 May 12, 2026
Prudent Man Advisors, LLC History Reduced 64,770 9,159 2.74% 3.85% 86 -6,149 -8.67% Q1 2026 May 08, 2026
Strategic Blueprint, LLC History Reduced 64,556 9,129 0.53% 0.57% 87 -699 -1.07% Q1 2026 Apr 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 64,438 9,112 0.06% 0.06% 88 -1,942 -2.93% Q1 2026 May 15, 2026
Klaas Financial Asset Advisors, LLC History Added to 61,618 8,714 1.2% 1.32% 89 +434 0.71% Q1 2026 Apr 16, 2026
Wealthspire Advisors, LLC History Reduced 61,372 8,679 0.07% 0.08% 90 -4,882 -7.37% Q1 2026 May 01, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 61,049 8,633 0.12% 0.14% 91 +760 1.26% Q1 2026 May 01, 2026
Focus Partners Wealth History Reduced 60,509 8,557 0.01% 0.01% 92 -69 -0.11% Q1 2026 May 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 61,615 8,465 0.01% 0.01% 93 -3,179 -4.91% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 58,616 8,289 0.15% 0.15% 94 +5,324 9.99% Q1 2026 May 07, 2026
&PARTNERS History Added to 56,755 8,026 0.04% 0.04% 95 +7,488 15.2% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 57,322 8,024 0.02% 0.02% 96 -57 -0.1% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 56,208 8,006 0.08% 0.08% 97 +3,502 6.64% Q1 2026 Apr 07, 2026
Modera Wealth Management, LLC History Reduced 56,516 7,992 0.1% 0.1% 98 -674 -1.18% Q1 2026 May 06, 2026
Cypress Wealth Services, LLC History Reduced 56,353 7,969 1.13% 1.19% 99 -1,587 -2.74% Q1 2026 Apr 15, 2026
UMB Bank, n.a. History Added to 55,336 7,825 0.11% 0.08% 100 +16,424 42.21% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 55,111 7,793 0.04% 0.05% 101 -870 -1.55% Q1 2026 May 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 54,534 7,712 1.32% 1.37% 102 +227 0.42% Q1 2026 May 04, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 53,838 7,613 0.01% 0.01% 104 +2,742 5.37% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 53,836 7,613 0.02% 0.02% 103 +2,043 3.94% Q1 2026 May 06, 2026
Advisory Services Network, LLC History Reduced 53,491 7,564 0.1% 0.11% 105 -680 -1.26% Q1 2026 May 15, 2026
CFS Investment Advisory Services, LLC History Reduced 48,638 7,510 0.52% 0.54% 106 -1,170 -2.35% Q1 2026 Apr 29, 2026
Decker Retirement Planning Inc. History Added to 50,748 7,176 3.25% 3.34% 107 +5,681 12.61% Q1 2026 Apr 20, 2026
Merit Financial Group, LLC History Added to 49,522 7,003 0.05% 0.05% 108 +4,688 10.46% Q1 2026 Apr 15, 2026
TRUIST FINANCIAL CORP History Reduced 48,357 6,838 0.01% 0.04% 109 -134,451 -73.55% Q1 2026 Apr 27, 2026
Atlas Legacy Advisors, LLC History Added to 48,044 6,808 1.24% 1.23% 110 +901 1.91% Q1 2026 May 11, 2026
Birchwood Financial Partners, Inc. History Reduced 47,593 6,730 6.49% 7.11% 111 -495 -1.03% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Added to 43,888 6,206 0.03% 0.03% 112 +3,315 8.17% Q1 2026 Apr 24, 2026
Midwest Financial Partners Investments, Inc. History Added to 42,544 6,016 3.19% 3.32% 113 +2,379 5.92% Q1 2026 Apr 23, 2026
Yukon Wealth Management, Inc. History Reduced 42,100 5,953 3.55% 3.62% 114 -78 -0.18% Q1 2026 Apr 30, 2026
Summit Wealth Group, LLC History Reduced 40,269 5,694 1.31% 1.44% 115 -1,197 -2.89% Q1 2026 May 04, 2026
SPINNAKER TRUST History Reduced 40,122 5,674 0.31% 0.33% 116 -692 -1.7% Q1 2026 Apr 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 40,008 5,657 0.27% 0.28% 117 +14 0.04% Q1 2026 Apr 17, 2026
McKinley Carter Wealth Services, Inc. History Added to 39,930 5,646 0.33% 0.28% 118 +6,769 20.41% Q1 2026 Apr 20, 2026
Aptus Capital Advisors, LLC History Reduced 39,813 5,630 0.04% 0.04% 119 -1,102 -2.69% Q1 2026 May 11, 2026
Mutual Advisors, LLC History Reduced 39,488 5,584 0.12% 0.13% 120 -128 -0.32% Q1 2026 May 01, 2026
Perigon Wealth Management, LLC History Reduced 39,037 5,520 0.1% 0.11% 121 -368 -0.93% Q1 2026 Apr 10, 2026
Avise Financial Cooperative, Inc. History Added to 38,610 5,460 4.52% 4.67% 122 +3,801 10.92% Q1 2026 Apr 22, 2026
Long Run Wealth Advisors, LLC History No change 35,182 5,241 0.99% 0.99% 123 0 0.0% Q4 2025 Feb 02, 2026
Horst & Graben Wealth Management LLC History Reduced 33,213 5,170 0.71% 0.75% 124 -509 -1.51% Q1 2026 Apr 28, 2026
Balanced Rock Investment Advisors LLC History Added to 35,991 5,089 3.57% 3.76% 125 +509 1.43% Q1 2026 May 13, 2026
Banco Santander, S.A. History Added to 35,598 5,034 0.04% 0.03% 126 +4,598 14.83% Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History Added to 35,584 5,032 0.7% 0.7% 127 +1,931 5.74% Q1 2026 Apr 24, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 35,248 4,983 0.01% 0.01% 128 +2,266 6.87% Q1 2026 May 13, 2026
Mascoma Wealth Management LLC History Added to 35,077 4,960 1.03% 1.04% 129 +2,566 7.89% Q1 2026 Apr 30, 2026
Orion Porfolio Solutions, LLC History Reduced 34,485 4,876 0.04% 0.04% 130 -2,385 -6.47% Q1 2026 May 13, 2026
Maia Wealth LLC History Reduced 33,547 4,744 0.8% 0.89% 131 -1,706 -4.84% Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 33,023 4,670 0.0% — 132 +33,023 New Q1 2026 May 15, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 32,560 4,604 0.59% 0.67% 133 -3,210 -8.97% Q1 2026 May 07, 2026
Archer Investment Management, LLC History Added to 32,494 4,595 1.93% 0.52% 134 +26,011 401.22% Q1 2026 Apr 08, 2026
Stratos Wealth Partners, LTD. History Reduced 31,594 4,468 0.05% 0.05% 135 -117 -0.37% Q1 2026 Apr 28, 2026
National Philanthropic Trust History Reduced 31,160 4,406 0.05% 0.05% 136 -839 -2.62% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 30,637 4,332 0.08% 0.08% 138 +337 1.11% Q1 2026 May 07, 2026
Goodwin Investment Advisory History Reduced 30,637 4,332 5.16% 5.03% 137 -135 -0.44% Q1 2026 May 12, 2026
Keystone Wealth Services, LLC History Reduced 30,558 4,321 0.92% 0.97% 139 -217 -0.71% Q1 2026 May 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 30,170 4,252 0.04% 0.06% 140 -5,234 -14.78% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 29,722 4,203 0.01% 0.01% 141 +1,612 5.73% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 28,983 4,098 0.02% 0.02% 142 +358 1.25% Q1 2026 May 08, 2026
GeoWealth Management, LLC History Added to 28,804 4,073 0.15% 0.16% 143 +561 1.99% Q1 2026 May 13, 2026
BROWN ADVISORY INC History Added to 28,490 4,029 0.01% 0.0% 144 +8,675 43.78% Q1 2026 May 15, 2026
RFG Advisory, LLC History Reduced 28,071 3,969 0.07% 0.08% 145 -18 -0.06% Q1 2026 Apr 17, 2026
HRT FINANCIAL LP History Added to 27,454 3,882 0.01% 0.01% 146 +4,709 20.7% Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Added to 27,431 3,879 0.09% 0.09% 147 +1,510 5.83% Q1 2026 May 15, 2026
Weil Company, Inc. History Added to 27,268 3,856 0.87% 0.78% 148 +4,440 19.45% Q1 2026 Apr 15, 2026
Equitable Holdings, Inc. History Reduced 25,476 3,790 0.02% 0.03% 149 -50 -0.2% Q1 2026 May 15, 2026
TRUE BLUE FINANCIAL, LLC History Added to 26,558 3,755 2.96% 3.14% 150 +1,042 4.08% Q1 2026 Apr 24, 2026
Balance Wealth, LLC History Reduced 26,107 3,692 1.15% 1.27% 151 -374 -1.41% Q1 2026 Apr 20, 2026
WealthPlan Investment Management, LLC History Added to 25,775 3,645 0.2% 0.24% 152 +21 0.08% Q1 2026 Apr 29, 2026
Moment Partners, LLC History Reduced 24,857 3,515 0.63% 0.76% 153 -91 -0.36% Q1 2026 May 04, 2026
Jordan Park Group LLC History Added to 24,728 3,497 0.19% 0.21% 154 +635 2.64% Q1 2026 May 11, 2026
Foster Group, Inc. History Reduced 24,680 3,490 0.1% 0.11% 155 -589 -2.33% Q1 2026 Apr 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 24,619 3,481 1.25% 1.29% 156 +73 0.3% Q1 2026 Apr 14, 2026
STIFEL FINANCIAL CORP History Reduced 24,122 3,411 0.0% 0.0% 157 -991 -3.95% Q1 2026 May 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 24,069 3,403 0.13% 0.13% 158 +63 0.26% Q1 2026 May 12, 2026
FLC Capital Advisors History Reduced 23,969 3,389 0.6% 0.66% 159 -104 -0.43% Q1 2026 May 01, 2026
Savant Capital, LLC History Reduced 23,689 3,350 0.02% 0.02% 160 -1,232 -4.94% Q1 2026 May 04, 2026
HB Wealth Management, LLC History Reduced 23,579 3,334 0.02% 0.02% 161 -97 -0.41% Q1 2026 Apr 27, 2026
WT Wealth Management History Reduced 23,515 3,325 0.99% 1.13% 162 -2,845 -10.79% Q1 2026 Apr 21, 2026
Opes Wealth Management LLC History Added to 23,326 3,298 0.54% 0.56% 163 +70 0.3% Q1 2026 Apr 28, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 21,228 3,289 0.06% 0.04% 164 +15,693 283.52% Q1 2026 May 01, 2026
SOFI WEALTH, LLC History Added to 23,132 3,271 0.16% 0.14% 165 +4,547 24.47% Q1 2026 May 05, 2026
MA Private Wealth History Reduced 23,102 3,267 0.55% 0.58% 166 -97 -0.42% Q1 2026 May 07, 2026
WEDBUSH SECURITIES INC History Reduced 23,073 3,263 0.1% 0.1% 167 -133 -0.57% Q1 2026 Apr 21, 2026
IEQ CAPITAL, LLC History Reduced 22,741 3,216 0.01% 0.01% 168 -377 -1.63% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 22,561 3,190 0.0% 0.0% 169 -32,716 -59.19% Q1 2026 May 05, 2026
Gilbert Capital Group, Inc. History Reduced 22,519 3,184 2.46% 2.7% 170 -1,631 -6.75% Q1 2026 Apr 20, 2026
Integris Wealth Management, LLC History Reduced 22,386 3,165 0.73% 0.79% 171 -1,044 -4.46% Q1 2026 Apr 10, 2026
Davis Wealth Advisors, LLC History Added to 22,383 3,165 2.63% 2.73% 172 +317 1.44% Q1 2026 May 14, 2026
SigFig Wealth Management, LLC History Added to 22,286 3,151 0.09% 0.1% 173 +126 0.57% Q1 2026 Apr 14, 2026
Garde Capital, Inc. History Added to 22,090 3,123 0.19% 0.19% 174 +67 0.3% Q1 2026 Apr 28, 2026
REGIONS FINANCIAL CORP History Reduced 21,912 3,098 0.02% 0.02% 175 -1,129 -4.9% Q1 2026 May 05, 2026
Blue Trust, Inc. History Reduced 21,616 3,056 0.03% 0.04% 176 -1,202 -5.27% Q1 2026 Apr 20, 2026
KPP Advisory Services LLC History New 21,367 3,021 0.44% — 177 +21,367 New Q1 2026 Apr 24, 2026
PFG Investments, LLC History Added to 21,196 2,997 0.14% 0.15% 178 +78 0.37% Q1 2026 Apr 27, 2026
Pure Financial Advisors, LLC History Added to 21,051 2,977 0.04% 0.04% 179 +5,822 38.23% Q1 2026 Apr 10, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 21,047 2,976 0.79% 0.83% 180 -17 -0.08% Q1 2026 Apr 16, 2026
EP Wealth Advisors, LLC History Added to 20,461 2,893 0.01% 0.02% 181 +353 1.76% Q1 2026 May 14, 2026
Compound Planning, Inc. History Added to 20,375 2,881 0.09% 0.07% 182 +3,590 21.39% Q1 2026 May 14, 2026
Pioneer Wealth Management Group History Added to 20,338 2,876 0.81% 0.86% 183 +1,345 7.08% Q1 2026 Apr 08, 2026
HF Advisory Group, LLC History Reduced 20,055 2,836 0.97% 1.06% 184 -306 -1.5% Q1 2026 Apr 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 19,872 2,810 0.02% 0.02% 185 +495 2.55% Q1 2026 May 12, 2026
XTX Topco Ltd History Added to 19,662 2,780 0.05% 0.01% 186 +17,265 720.28% Q1 2026 May 15, 2026
Integrity Advisory Solutions, LLC History Reduced 19,566 2,767 0.37% 0.43% 187 -266 -1.34% Q1 2026 May 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 19,372 2,739 0.07% 0.08% 188 -411 -2.08% Q1 2026 Apr 15, 2026
Pathstone Holdings, LLC History No change 19,250 2,722 0.01% 0.01% 189 0 0.0% Q1 2026 May 11, 2026
Leo Wealth, LLC History Added to 18,870 2,668 0.19% 0.2% 190 +497 2.71% Q1 2026 May 05, 2026
Independent Advisor Alliance History Added to 18,753 2,652 0.03% 0.02% 191 +14,307 321.79% Q1 2026 May 12, 2026
Brooklyn FI, LLC History Reduced 18,687 2,642 0.56% 0.6% 192 -159 -0.84% Q1 2026 May 11, 2026
High Falls Advisors, Inc History No change 17,673 2,632 0.53% 0.53% 193 0 0.0% Q4 2025 Feb 18, 2026
Cascade Financial Partners, LLC History No change 18,500 2,616 0.27% 0.28% 194 0 0.0% Q1 2026 May 12, 2026
FIRST HORIZON CORP History Reduced 18,491 2,614 0.11% 0.13% 195 -567 -2.98% Q1 2026 Apr 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 18,462 2,610 0.15% 0.18% 196 -1,267 -6.42% Q1 2026 Apr 09, 2026
Ridgeline Wealth, LLC History Reduced 18,366 2,597 1.86% 2.66% 197 -7,419 -28.77% Q1 2026 Apr 15, 2026
FRANKLIN RESOURCES INC History Added to 18,270 2,583 0.0% 0.0% 198 +442 2.48% Q1 2026 May 13, 2026
Focus Financial Network, Inc. History Reduced 18,206 2,574 0.09% 0.1% 199 -1,529 -7.75% Q1 2026 Apr 14, 2026
Icon Wealth Advisors, LLC History Added to 16,607 2,573 0.17% 0.16% 200 +37 0.22% Q1 2026 May 12, 2026
AE Wealth Management LLC History Added to 17,986 2,543 0.01% 0.01% 201 +2,935 19.5% Q1 2026 May 13, 2026
CGN Advisors LLC History Reduced 17,962 2,540 0.2% 0.22% 202 -315 -1.72% Q1 2026 Apr 13, 2026
MGO ONE SEVEN LLC History Added to 17,797 2,516 0.05% 0.05% 203 +11 0.06% Q1 2026 May 14, 2026
Forthright Family Wealth Advisory LLC History New 21,696 2,494 1.67% — 204 +21,696 New Q1 2026 May 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 17,634 2,493 0.01% 0.02% 205 -1,443 -7.56% Q1 2026 May 13, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 17,569 2,484 1.13% 1.23% 206 +124 0.71% Q1 2026 Apr 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 17,518 2,477 0.4% 0.49% 207 0 0.0% Q1 2026 May 06, 2026
Diversified Trust Co History No change 17,301 2,446 0.05% 0.05% 208 0 0.0% Q1 2026 Apr 16, 2026
Fingerlakes Wealth Management, Inc. History Reduced 17,287 2,444 1.62% 1.64% 209 -73 -0.42% Q1 2026 Apr 21, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 17,240 2,438 0.0% 0.02% 210 -29,740 -63.3% Q1 2026 May 04, 2026
White Lighthouse Investment Management Inc. History Added to 17,193 2,431 0.34% 0.36% 211 +50 0.29% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Added to 17,081 2,415 0.03% 0.02% 212 +2,430 16.59% Q1 2026 Apr 20, 2026
MAI Capital Management History Reduced 17,049 2,411 0.01% 0.02% 213 -531 -3.02% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,819 2,378 0.03% 0.03% 214 0 0.0% Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History Reduced 16,540 2,356 0.01% 0.02% 215 -363 -2.15% Q1 2026 May 12, 2026
ONE Advisory Partners, LLC History Reduced 16,475 2,329 0.72% 0.77% 216 -644 -3.76% Q1 2026 Apr 13, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 16,331 2,309 0.73% 0.75% 217 +1,186 7.83% Q1 2026 Apr 21, 2026
SOL Capital Management CO History New 18,875 2,297 1.11% — 218 +18,875 New Q1 2026 Apr 24, 2026
Snowden Capital Advisors LLC History Reduced 16,185 2,288 0.06% 0.06% 219 -291 -1.77% Q1 2026 May 14, 2026
Perennial Investment Advisors, LLC History Added to 15,993 2,261 0.18% 0.19% 220 +168 1.06% Q1 2026 May 15, 2026
Regal Investment Advisors LLC History Reduced 15,784 2,232 0.13% 0.14% 221 -137 -0.86% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Added to 15,655 2,214 0.01% 0.01% 222 +2,911 22.84% Q1 2026 Apr 30, 2026
Madrid Wealth Management, LLC History Reduced 15,402 2,178 1.64% 1.88% 223 -160 -1.03% Q1 2026 Apr 21, 2026
J.W. COLE ADVISORS, INC. History Added to 15,316 2,166 0.07% 0.05% 224 +288 1.92% Q1 2026 Apr 23, 2026
Apollon Wealth Management, LLC History Reduced 15,267 2,159 0.04% 0.04% 225 -730 -4.56% Q1 2026 Apr 22, 2026
Arkadios Wealth Advisors History Added to 14,956 2,115 0.03% 0.04% 226 +1,511 11.24% Q1 2026 May 18, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 14,932 2,111 1.47% 1.52% 227 +7 0.05% Q1 2026 May 08, 2026
BEACON FINANCIAL GROUP History Added to 14,821 2,095 0.21% 0.22% 228 +194 1.33% Q1 2026 Apr 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 14,794 2,092 0.13% 2.15% 229 -5,971,217 -99.75% Q1 2026 May 12, 2026
Mayflower Financial Advisors, LLC History Reduced 14,778 2,089 0.25% 0.27% 230 -79 -0.53% Q1 2026 Apr 23, 2026
SYM FINANCIAL Corp History Reduced 14,726 2,082 0.21% 0.23% 231 -282 -1.88% Q1 2026 May 08, 2026
1ST SOURCE BANK History Reduced 14,470 2,046 0.11% 0.12% 232 -385 -2.59% Q1 2026 May 04, 2026
Vision Capital Management, Inc. History Reduced 14,404 2,037 0.26% 0.26% 233 -238 -1.63% Q1 2026 Apr 24, 2026
NEPC LLC History No change 13,905 1,966 0.04% 0.04% 234 0 0.0% Q1 2026 May 15, 2026
Boulder Wealth Advisors, LLC History Reduced 13,661 1,931 0.77% 2.22% 235 -21,566 -61.22% Q1 2026 May 08, 2026
Acropolis Investment Management, LLC History Reduced 13,570 1,919 0.08% 0.09% 236 -40 -0.29% Q1 2026 Apr 09, 2026
RHS Financial, LLC History Reduced 13,415 1,897 0.9% 0.98% 237 -63 -0.47% Q1 2026 Apr 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,221 1,869 0.06% 0.07% 238 -53 -0.4% Q1 2026 May 07, 2026
BlueStem Wealth Partners, LLC History Added to 13,149 1,859 0.21% 0.21% 239 +131 1.01% Q1 2026 May 07, 2026
DAVENPORT & Co LLC History Reduced 12,984 1,836 0.01% 0.01% 240 -267 -2.01% Q1 2026 Apr 15, 2026
Oak Barrel Wealth Advisory LLC History No change 12,315 1,834 1.1% 1.1% 241 0 0.0% Q4 2025 May 07, 2026
Grey Ledge Advisors, LLC History Reduced 12,884 1,822 0.41% 0.45% 242 -485 -3.63% Q1 2026 Apr 20, 2026
Morling Financial Advisors, LLC History Added to 12,789 1,808 0.56% 0.59% 243 +262 2.09% Q1 2026 May 06, 2026
Austin Private Wealth, LLC History No change 12,122 1,805 0.13% 0.13% 244 0 0.0% Q4 2025 Jan 20, 2026
Cranbrook Wealth Management, LLC History Added to 12,728 1,800 0.37% 0.37% 245 +239 1.91% Q1 2026 Apr 15, 2026
Allworth Financial LP History Reduced 12,727 1,799 0.01% 0.01% 246 -105 -0.82% Q1 2026 May 14, 2026
Mendel Capital Management LLC History New 12,649 1,788 0.9% — 247 +12,649 New Q1 2026 Apr 21, 2026
WIT, LLC History No change 12,474 1,764 0.03% 0.04% 248 0 0.0% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 11,324 1,752 0.04% 0.04% 249 +64 0.57% Q1 2026 May 04, 2026
Ipsen Advisor Group LLC History No change 11,749 1,750 1.24% 1.24% 250 0 0.0% Q4 2025 Feb 11, 2026
Clearview Wealth Advisors LLC History No change 11,713 1,745 1.11% 1.11% 251 0 0.0% Q4 2025 Feb 17, 2026
Strategic Point Investment Advisors, LLC History Reduced 12,295 1,738 0.25% 0.26% 252 -390 -3.07% Q1 2026 Apr 23, 2026
World Investment Advisors History Added to 12,275 1,735 0.03% 0.03% 253 +60 0.49% Q1 2026 Apr 27, 2026
Simplicity Wealth,LLC History Reduced 12,201 1,725 0.1% 0.12% 254 -882 -6.74% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 11,427 1,702 0.03% 0.03% 255 0 0.0% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History Added to 11,947 1,689 0.02% 0.03% 256 +1,614 15.62% Q1 2026 May 11, 2026
BLAIR WILLIAM & CO/IL History Reduced 11,764 1,663 0.0% 0.01% 257 -783 -6.24% Q1 2026 May 08, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 11,666 1,649 0.51% 0.38% 258 -102 -0.87% Q1 2026 May 12, 2026
Ramiah Investment Group History Reduced 11,526 1,630 1.64% 1.8% 259 -839 -6.79% Q1 2026 Apr 21, 2026
Sage Mountain Advisors LLC History No change 11,476 1,622 0.11% 0.09% 260 0 0.0% Q1 2026 May 11, 2026
GenTrust, LLC History Reduced 11,323 1,601 0.07% 0.08% 261 -1,782 -13.6% Q1 2026 Apr 27, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 11,320 1,600 0.09% 0.1% 262 +5,520 95.17% Q1 2026 Apr 22, 2026
Charter Oak Capital Management, LLC History No change 11,108 1,570 0.12% 0.13% 263 0 0.0% Q1 2026 Apr 24, 2026
Gateway Wealth Partners, LLC History Added to 10,973 1,551 0.06% 0.06% 264 +7,387 206.0% Q1 2026 May 15, 2026
Scott Capital Advisors, LLC History Added to 10,494 1,547 0.31% 0.35% 265 +22 0.21% Q1 2026 Apr 15, 2026
Sowell Financial Services LLC History Added to 10,933 1,546 0.06% 0.06% 266 +50 0.46% Q1 2026 Apr 20, 2026
Bogart Wealth, LLC History Reduced 10,773 1,523 0.06% 0.08% 267 -3,141 -22.57% Q1 2026 Apr 28, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 10,710 1,514 0.17% 0.19% 268 -1,197 -10.05% Q1 2026 Apr 23, 2026
GC Wealth Management RIA, LLC History Added to 10,660 1,507 0.06% 0.05% 269 +712 7.16% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 10,656 1,506 0.02% 0.02% 270 +769 7.78% Q1 2026 Apr 20, 2026
RCS Financial Planning, LLC History Reduced 10,641 1,504 0.78% 0.69% 271 -127 -1.18% Q1 2026 Apr 21, 2026
RTD Financial Advisors, Inc. History Added to 10,543 1,491 0.18% 0.18% 272 +693 7.04% Q1 2026 Apr 10, 2026
Baird Financial Group, Inc. History Added to 10,531 1,489 0.0% 0.0% 273 +146 1.41% Q1 2026 May 14, 2026
Headlands Technologies LLC History Added to 10,513 1,486 0.17% 0.13% 274 +301 2.95% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 10,474 1,481 0.0% 0.0% 275 -606 -5.47% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 10,391 1,469 0.04% 0.04% 276 +2,388 29.84% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 10,649 1,463 0.05% 0.07% 277 -1,630 -13.27% Q1 2026 May 15, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 10,341 1,462 0.25% 0.28% 278 -115 -1.1% Q1 2026 May 05, 2026
JMG Financial Group, Ltd. History Reduced 10,300 1,456 0.04% 0.04% 279 -99 -0.95% Q1 2026 May 07, 2026
OLIO Financial Planning History Added to 10,282 1,454 0.4% 0.42% 280 +198 1.96% Q1 2026 Apr 14, 2026
Vise Technologies, Inc. History No change 9,726 1,448 0.03% 0.03% 281 0 0.0% Q1 2026 Apr 21, 2026
SNS Financial Group, LLC History Added to 10,195 1,441 0.12% 0.13% 282 +79 0.78% Q1 2026 Apr 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 10,070 1,424 0.11% 0.12% 283 -231 -2.24% Q1 2026 May 13, 2026
Montecito Bank & Trust History Reduced 9,969 1,409 0.23% 0.3% 284 -2,728 -21.49% Q1 2026 Apr 16, 2026
BESSEMER GROUP INC History Reduced 9,884 1,398 0.0% 0.0% 285 -2,005 -16.86% Q1 2026 May 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 9,438 1,393 0.08% 0.08% 286 +373 4.11% Q1 2026 Apr 17, 2026
KICKSTAND VENTURES, LLC. History Reduced 9,843 1,391 0.29% 0.31% 287 -22 -0.22% Q1 2026 May 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10,050 1,385 0.0% 0.0% 288 +2,182 27.73% Q1 2026 May 15, 2026
Shared Vision Wealth Group LLC History Reduced 9,784 1,383 0.56% 0.61% 289 -128 -1.29% Q1 2026 May 06, 2026
COMERICA BANK History No change 9,260 1,379 0.01% 0.01% 290 0 0.0% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 9,638 1,362 0.0% 0.0% 291 +8,603 831.21% Q1 2026 May 01, 2026
Modern Wealth Management, LLC History Reduced 9,551 1,360 0.02% 0.03% 292 -102 -1.06% Q1 2026 May 14, 2026
WEALTHGARDEN F.S. LLC History Added to 9,558 1,351 0.92% 0.95% 293 +56 0.59% Q1 2026 May 04, 2026
West Wealth Group, LLC History Reduced 9,468 1,339 0.26% 0.31% 294 -654 -6.46% Q1 2026 May 11, 2026
CWC Advisors, LLC. History No change 9,446 1,335 0.64% 0.68% 295 0 0.0% Q1 2026 Apr 16, 2026
PITTENGER & ANDERSON INC History Added to 9,426 1,333 0.05% 0.05% 296 +145 1.56% Q1 2026 May 01, 2026
Dynamic Advisor Solutions LLC History Reduced 9,352 1,322 0.04% 0.05% 297 -532 -5.38% Q1 2026 Apr 08, 2026
Compass Ion Advisors, LLC History No change 9,250 1,308 0.12% 0.13% 298 0 0.0% Q1 2026 Apr 13, 2026
BLB&B Advisors, LLC History Added to 9,224 1,304 0.05% 0.06% 299 +243 2.71% Q1 2026 Apr 28, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 9,210 1,302 0.04% 0.01% 300 +7,567 460.56% Q1 2026 May 06, 2026
Hoxton Planning & Management, LLC History Reduced 9,129 1,291 0.39% 0.43% 301 -6,103 -40.07% Q1 2026 Apr 20, 2026
Tempus Wealth Planning, LLC History Reduced 9,108 1,288 0.3% 0.36% 303 -1,493 -14.08% Q1 2026 Apr 28, 2026
Symmetry Partners, LLC History Reduced 9,109 1,288 0.07% 0.08% 302 -80 -0.87% Q1 2026 Apr 27, 2026
Orin Green Financial, LLC History Added to 8,953 1,266 0.52% 0.48% 304 +975 12.22% Q1 2026 Apr 29, 2026
WEALTH ALLIANCE, LLC History Added to 8,898 1,258 0.12% 0.12% 305 +356 4.17% Q1 2026 May 14, 2026
KilterHowling LLC History Added to 8,809 1,245 0.63% 0.55% 306 +1,548 21.32% Q1 2026 May 12, 2026
Advisors Capital Management, LLC History Reduced 8,734 1,235 0.01% 0.02% 307 -70 -0.8% Q1 2026 May 01, 2026
Rehmann Capital Advisory Group History Added to 8,656 1,224 0.06% 0.07% 308 +72 0.84% Q1 2026 May 15, 2026
CENTRAL TRUST Co History Added to 8,572 1,212 0.02% 0.02% 309 +344 4.18% Q1 2026 Apr 17, 2026
Xena Financial Planning, LLC History Reduced 8,521 1,204 1.36% 1.61% 310 -657 -7.16% Q1 2026 Apr 14, 2026
Sovran Advisors, LLC History Reduced 7,653 1,198 0.09% 0.1% 311 -325 -4.07% Q1 2026 May 01, 2026
STEPHENS INC /AR/ History Reduced 8,400 1,187 0.01% 0.02% 312 -314 -3.6% Q1 2026 Apr 28, 2026
Savvy Advisors, Inc. History Added to 15,000 1,169 0.03% 0.02% 313 +11,147 289.31% Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Added to 8,237 1,168 0.04% 0.04% 314 +114 1.4% Q1 2026 Apr 07, 2026
Milestone Asset Management Group, LLC History Reduced 8,164 1,154 0.67% 0.73% 315 -521 -6.0% Q1 2026 May 14, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 8,127 1,149 0.15% 0.17% 316 -12 -0.15% Q1 2026 Apr 17, 2026
W ADVISORS, LLC History Reduced 8,042 1,137 0.58% 0.64% 317 -546 -6.36% Q1 2026 Apr 29, 2026
WBH ADVISORY INC History Reduced 7,905 1,125 0.08% 0.09% 318 -2 -0.03% Q1 2026 Apr 27, 2026
Axis Wealth Partners, LLC History Added to 7,907 1,118 0.59% 0.64% 319 +76 0.97% Q1 2026 Apr 24, 2026
JB Capital LLC History Reduced 7,864 1,112 0.04% 0.05% 320 -599 -7.08% Q1 2026 Apr 27, 2026
NBT BANK N A /NY History Added to 7,840 1,108 0.07% 0.08% 321 +7,091 946.73% Q1 2026 Apr 28, 2026
Aprio Wealth Management, LLC History Reduced 7,829 1,107 0.06% 0.07% 322 -817 -9.45% Q1 2026 May 11, 2026
Keystone Financial Services History Reduced 7,827 1,106 0.32% 0.38% 323 -726 -8.49% Q1 2026 May 06, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 7,784 1,100 0.2% 0.21% 324 +11 0.14% Q1 2026 Apr 29, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 7,013 1,085 0.47% 0.43% 325 +161 2.35% Q1 2026 May 04, 2026
Keel Point, LLC History No change 7,258 1,081 0.07% 0.07% 326 0 0.0% Q4 2025 Feb 12, 2026
Crown Wealth Group, LLC History Reduced 7,556 1,068 0.31% 0.33% 327 -439 -5.49% Q1 2026 Apr 21, 2026
STRATEGY ASSET MANAGERS LLC History Added to 7,537 1,065 0.17% 0.18% 328 +171 2.32% Q1 2026 May 12, 2026
SENTINEL TRUST CO LBA History Added to 7,502 1,061 0.11% 0.11% 329 +92 1.24% Q1 2026 May 07, 2026
AlphaCore Capital LLC History Reduced 7,416 1,048 0.02% 0.02% 330 -43 -0.58% Q1 2026 May 15, 2026
Hughes Financial Services, LLC History Added to 7,338 1,037 0.16% 0.15% 331 +748 11.35% Q1 2026 Apr 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 7,302 1,032 0.38% 0.41% 332 -70 -0.95% Q1 2026 Apr 09, 2026
Morton Brown Family Wealth, LLC History Reduced 7,288 1,030 0.27% 0.31% 333 -374 -4.88% Q1 2026 Apr 20, 2026
RETIREMENT CAPITAL STRATEGIES History Reduced 7,241 1,024 0.39% 0.41% 334 -226 -3.03% Q1 2026 May 14, 2026
Kelsey Financial, LLC History Added to 7,190 1,016 0.89% 0.67% 335 +1,983 38.08% Q1 2026 May 06, 2026
Cresset Asset Management, LLC History Added to 7,139 1,009 0.0% 0.0% 336 +1 0.01% Q1 2026 May 15, 2026
Brookwood Investment Group LLC History Reduced 7,132 1,008 0.12% 0.15% 337 -1,227 -14.68% Q1 2026 May 04, 2026
Atria Investments, Inc History Added to 7,102 1,004 0.01% 0.01% 338 +510 7.74% Q1 2026 May 05, 2026
TSA Wealth Managment LLC History No change 7,052 997 0.32% 0.35% 339 0 0.0% Q1 2026 May 01, 2026
McClarren Financial Advisors, Inc. History Added to 7,021 992 0.59% 0.62% 340 +3,342 90.84% Q1 2026 Apr 16, 2026
Bell Investment Advisors, Inc History Added to 7,007 990 0.15% 0.13% 341 +1,461 26.34% Q1 2026 Apr 17, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 6,996 989 0.17% 0.19% 343 +183 2.69% Q1 2026 Apr 17, 2026
D.A. DAVIDSON & CO. History Added to 6,994 989 0.01% 0.01% 342 +112 1.63% Q1 2026 May 05, 2026
Keener Financial Planning LLC History Added to 6,971 985 0.41% 0.44% 345 +133 1.95% Q1 2026 May 01, 2026
VANGUARD GROUP INC History No change 6,617 985 0.0% 0.0% 344 0 0.0% Q4 2025 Jan 29, 2026
Midwest Heritage Bank, FSB History Reduced 6,960 984 0.32% 0.38% 346 -346 -4.74% Q1 2026 Apr 15, 2026
American Capital Advisory, LLC History Reduced 6,958 984 0.4% 0.46% 347 -115 -1.63% Q1 2026 Apr 29, 2026
ERn Financial, LLC History Reduced 6,832 966 0.18% 0.2% 348 -151 -2.16% Q1 2026 Apr 24, 2026
US BANCORP \DE\ History Added to 6,815 963 0.0% 0.0% 349 +2,129 45.43% Q1 2026 May 14, 2026
MKT Advisors LLC History No change 6,638 952 0.32% 0.34% 350 0 0.0% Q1 2026 Apr 10, 2026
Chicago Capital, LLC History No change 6,700 947 0.03% 0.02% 351 0 0.0% Q1 2026 Apr 23, 2026
CI INVESTMENTS INC. History Added to 6,600 933 0.0% 0.0% 352 +850 14.78% Q1 2026 May 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 6,594 932 0.03% 0.03% 353 -1,196 -15.35% Q1 2026 Apr 28, 2026
Financial Partners Group, Inc History Reduced 6,586 931 0.11% 0.12% 354 -64 -0.96% Q1 2026 Apr 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 6,565 928 0.02% 0.02% 355 +1,823 38.44% Q1 2026 Apr 27, 2026
Belpointe Asset Management LLC History Added to 6,494 918 0.03% 0.02% 356 +2,518 63.33% Q1 2026 Apr 28, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 5,814 912 0.59% 0.56% 357 +460 8.59% Q1 2026 May 06, 2026
VALLEY NATIONAL ADVISERS INC History Added to 6,425 908 0.12% 0.08% 358 +2,696 72.3% Q1 2026 Apr 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 6,409 906 0.23% 0.32% 359 -1,587 -19.85% Q1 2026 Apr 29, 2026
Prospera Financial Services Inc History Added to 6,320 893 0.01% 0.02% 360 +141 2.28% Q1 2026 Apr 14, 2026
Live Oak Investment Partners History Reduced 6,308 892 0.53% 0.63% 361 -540 -7.89% Q1 2026 Apr 29, 2026
Bigelow Investment Advisors, LLC History Reduced 6,277 887 0.36% 0.39% 362 -365 -5.5% Q1 2026 Apr 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 6,268 886 0.0% 0.0% 363 +4,591 273.76% Q1 2026 May 13, 2026
Bangor Savings Bank History Added to 6,272 886 0.07% 0.07% 364 +558 9.77% Q1 2026 Apr 01, 2026
VANGUARD ADVISERS INC History New 6,261 885 0.0% — 365 +6,261 New Q1 2026 May 08, 2026
M&T BANK CORP History Reduced 6,222 879 0.0% 0.0% 366 -532 -7.88% Q1 2026 May 12, 2026
Metis Global Partners, LLC History Added to 6,212 878 0.02% 0.02% 367 +721 13.13% Q1 2026 May 07, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 6,195 876 0.01% 0.01% 368 -800 -11.44% Q1 2026 Apr 30, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 6,095 861 0.07% 0.08% 369 -83 -1.34% Q1 2026 Apr 22, 2026
Walkner Condon Financial Advisors LLC History Added to 6,086 860 0.11% 0.13% 370 +3 0.05% Q1 2026 Apr 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 6,043 854 0.02% 0.02% 371 +423 7.53% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 6,035 853 0.04% — 372 +6,035 New Q1 2026 Apr 28, 2026
Ameraudi Asset Management, Inc. History No change 6,022 851 0.46% 0.49% 373 0 0.0% Q1 2026 May 15, 2026
Jeter Robert S II History New 5,289 848 0.84% — 374 +5,289 New Q1 2026 May 11, 2026
Ascent Group, LLC History Reduced 5,987 846 0.03% 0.03% 375 -39 -0.65% Q1 2026 May 15, 2026
Riverwater Partners LLC History Added to 5,972 844 0.28% 0.34% 376 +13 0.22% Q1 2026 May 07, 2026
Western Wealth Management, LLC History Reduced 5,951 841 0.03% 0.04% 377 -138 -2.27% Q1 2026 May 19, 2026
XML Financial, LLC History No change 5,869 829 0.07% 0.07% 378 0 0.0% Q1 2026 Apr 16, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 5,858 828 0.55% 0.58% 379 -21 -0.36% Q1 2026 Apr 09, 2026
Destiny Wealth Partners, LLC History Reduced 5,806 821 0.09% 0.1% 380 -117 -1.98% Q1 2026 May 11, 2026
LifePlan Investment Advisors, Inc. History Reduced 5,784 818 0.32% 0.38% 381 -430 -6.92% Q1 2026 May 14, 2026
Meridian Wealth Management, LLC History Reduced 5,751 813 0.03% 0.03% 382 -121 -2.06% Q1 2026 May 06, 2026
Vident Advisory, LLC History Reduced 5,710 807 0.01% 0.01% 383 -634 -9.99% Q1 2026 May 14, 2026
Aaron Wealth Advisors LLC History Added to 5,689 804 0.05% 0.05% 384 +15 0.26% Q1 2026 Apr 21, 2026
Front Row Advisors LLC History Reduced 5,657 800 0.27% 0.29% 385 -133 -2.3% Q1 2026 May 19, 2026
XY Planning Network, Inc. History Reduced 5,610 799 0.13% 0.16% 386 -730 -11.51% Q1 2026 Apr 14, 2026
FIRST TRUST ADVISORS LP History Reduced 5,630 796 0.0% 0.0% 387 -640 -10.21% Q1 2026 May 13, 2026
Quadrant Private Wealth Management, LLC History Reduced 5,632 796 0.12% 0.14% 388 -104 -1.81% Q1 2026 May 06, 2026
Waverly Advisors, LLC History Reduced 5,620 794 0.01% 0.01% 389 -3 -0.05% Q1 2026 May 15, 2026
Talisman Wealth Advisors LLC History Reduced 5,600 792 0.64% 0.66% 390 -98 -1.72% Q1 2026 May 15, 2026
Two West Capital Advisors LLC History Reduced 5,092 789 0.42% 0.63% 391 -2,167 -29.85% Q1 2026 May 04, 2026
PRIVATE TRUST CO NA History Reduced 5,565 787 0.07% 0.08% 392 -394 -6.61% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Added to 5,549 784 0.02% 0.02% 393 +179 3.33% Q1 2026 Apr 13, 2026
Farrell Financial LLC History Reduced 5,541 783 0.47% 0.5% 394 -143 -2.52% Q1 2026 Apr 13, 2026
NewEdge Wealth, LLC History Added to 5,505 778 0.01% 0.0% 395 +3,402 161.77% Q1 2026 May 13, 2026
SUTTON PLACE INVESTORS LLC History Reduced 5,494 776 0.42% 0.45% 397 -3 -0.05% Q1 2026 Apr 22, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,489 776 0.02% 0.02% 396 0 0.0% Q1 2026 May 11, 2026
Shotwell Rutter Baer Inc History Reduced 5,387 761 0.45% 0.49% 398 -10 -0.19% Q1 2026 Apr 21, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,101 759 0.05% 0.05% 399 0 0.0% Q4 2025 Feb 11, 2026
Detalus Advisors, LLC History No change 5,300 749 0.17% 0.19% 400 0 0.0% Q1 2026 Apr 22, 2026
Weinberger Asset Management, Inc History Added to 5,293 748 0.28% 0.15% 401 +2,555 93.32% Q1 2026 May 08, 2026
GTS FINANCIAL, LLC History New 6,074 740 0.59% — 402 +6,074 New Q1 2026 May 19, 2026
Lido Advisors, LLC History No change 5,229 739 0.0% 0.0% 403 0 0.0% Q1 2026 May 13, 2026
Clear Creek Financial Management, LLC History Reduced 5,204 735 0.06% 0.1% 404 -3,059 -37.02% Q1 2026 Apr 22, 2026
Kingsview Wealth Management, LLC History Added to 5,191 734 0.01% 0.01% 405 +591 12.85% Q1 2026 May 12, 2026
MBE Wealth Management, LLC History Added to 5,188 733 0.3% 0.28% 406 +716 16.01% Q1 2026 Apr 21, 2026
OMNI 360 Wealth, Inc. History Reduced 5,183 732 0.38% 0.41% 407 -177 -3.3% Q1 2026 Apr 10, 2026
ASPIRIANT, LLC History Reduced 5,145 727 0.02% 0.02% 408 -1 -0.02% Q1 2026 May 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 5,108 722 0.07% 0.08% 409 +3 0.06% Q1 2026 Apr 27, 2026
Navigation Group, LLC History New 5,090 719 0.17% — 410 +5,090 New Q1 2026 May 05, 2026
Chatterton & Associates Inc. History Added to 4,835 713 0.5% 0.48% 412 +1,083 28.86% Q1 2026 Apr 20, 2026
Resonant Capital Advisors, LLC History No change 5,048 713 0.04% 0.04% 411 0 0.0% Q1 2026 Apr 29, 2026
Great Diamond Partners, LLC History Added to 5,040 712 0.14% 0.13% 413 +356 7.6% Q1 2026 May 12, 2026
Main Street Financial Solutions, LLC History No change 4,758 708 0.05% 0.05% 414 0 0.0% Q4 2025 Feb 17, 2026
THEORY FINANCIAL LLC History Reduced 4,983 704 0.25% 0.27% 415 -288 -5.46% Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History Added to 4,963 701 0.04% 0.03% 416 +1,064 27.29% Q1 2026 Apr 17, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,961 701 0.04% 0.04% 417 0 0.0% Q1 2026 Apr 16, 2026
WealthShield Partners, LLC History Reduced 4,945 699 0.08% 0.1% 418 -1,162 -19.03% Q1 2026 May 01, 2026
VestGen Advisors, LLC History Added to 4,323 694 0.02% 0.02% 419 +386 9.8% Q1 2026 May 14, 2026
IHT Wealth Management, LLC History Reduced 4,884 690 0.02% 0.02% 420 -15 -0.31% Q1 2026 May 15, 2026
Spire Wealth Management History Reduced 4,873 689 0.02% 0.03% 421 -345 -6.61% Q1 2026 Apr 22, 2026
Intrua Financial, LLC History Reduced 4,800 678 0.07% 0.08% 422 -25 -0.52% Q1 2026 Apr 23, 2026
MOTIVE WEALTH ADVISORS History No change 4,789 677 0.32% 0.3% 423 0 0.0% Q1 2026 Apr 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 4,777 675 0.08% 0.08% 424 +12 0.25% Q1 2026 Apr 07, 2026
Capasso Planning Partners LLC History No change 4,525 674 0.37% 0.37% 425 0 0.0% Q4 2025 Feb 17, 2026
Bison Wealth, LLC History No change 4,162 672 0.06% 0.07% 426 0 0.0% Q1 2026 May 15, 2026
Cornerstone Planning Group LLC History Added to 4,257 671 0.09% 0.01% 427 +3,797 825.43% Q1 2026 May 06, 2026
Brewster Financial Planning LLC History No change 4,743 670 0.41% 0.43% 428 0 0.0% Q1 2026 May 04, 2026
Trilogy Capital Inc. History Reduced 4,710 666 0.03% 0.42% 429 -58,269 -92.52% Q1 2026 Apr 21, 2026
Ethic Inc. History Added to 4,710 666 0.01% 0.01% 430 +2,098 80.32% Q1 2026 Apr 27, 2026
Capital Asset Advisory Services LLC History Reduced 4,310 664 0.03% 0.03% 431 -468 -9.79% Q1 2026 Apr 24, 2026
U.S. Capital Wealth Advisors, LLC History Added to 4,696 664 0.02% 0.02% 432 +26 0.56% Q1 2026 Apr 07, 2026
FC Advisory LLC History Added to 4,671 660 0.19% 0.2% 433 +35 0.75% Q1 2026 Apr 14, 2026
Rossby Financial, LCC History Added to 4,627 659 0.13% 0.17% 434 +894 23.95% Q1 2026 May 11, 2026
EQ LLC History Added to 4,648 657 0.19% 0.18% 435 +475 11.38% Q1 2026 May 06, 2026
Ryan Investment Management, Inc. History Reduced 4,641 656 0.37% 0.67% 437 -3,470 -42.78% Q1 2026 Apr 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 4,639 656 0.09% 0.1% 436 +19 0.41% Q1 2026 Apr 13, 2026
APS Management Group, Inc. History Reduced 4,518 638 0.55% 0.61% 438 -254 -5.32% Q1 2026 Apr 15, 2026
Meridian Financial Partners LLC History Added to 4,414 633 0.24% 0.25% 439 +98 2.27% Q1 2026 Apr 15, 2026
SIGNATUREFD, LLC History Added to 4,439 627 0.01% 0.01% 440 +55 1.25% Q1 2026 Apr 07, 2026
Greenspring Advisors, LLC History No change 4,436 627 0.04% 0.04% 441 0 0.0% Q1 2026 May 04, 2026
Rosenberg Matthew Hamilton History Reduced 4,378 619 0.13% 0.14% 442 -229 -4.97% Q1 2026 Apr 06, 2026
Veridan Wealth LLC History Reduced 4,337 613 0.23% 0.22% 443 -91 -2.06% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Added to 4,310 609 0.01% 0.01% 444 +2,275 111.79% Q1 2026 May 01, 2026
WealthCollab, LLC History No change 4,311 609 0.25% 0.26% 445 0 0.0% Q1 2026 May 13, 2026
Asempa Wealth Advisors History Reduced 4,273 608 0.53% 0.6% 446 -376 -8.09% Q1 2026 Apr 08, 2026
RWA WEALTH PARTNERS, LLC History No change 4,243 600 0.01% 0.01% 447 0 0.0% Q1 2026 May 13, 2026
Factor Wealth Management LTD History New 4,235 598 0.11% — 448 +4,235 New Q1 2026 Apr 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 4,206 594 0.01% 0.01% 449 +455 12.13% Q1 2026 May 11, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 4,132 584 0.03% 0.03% 450 +50 1.22% Q1 2026 Apr 27, 2026
Archford Capital Strategies, LLC History No change 4,130 584 0.07% 0.07% 451 0 0.0% Q1 2026 Apr 15, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,232 581 0.04% 0.03% 452 -569 -11.85% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History Reduced 4,093 578 0.01% 0.01% 453 -77 -1.85% Q1 2026 Apr 23, 2026
Legacy Wealth Managment, LLC/ID History Added to 4,040 571 0.28% 0.27% 455 +231 6.06% Q1 2026 May 07, 2026
Alpha Cubed Investments, LLC History No change 3,839 571 0.02% 0.02% 454 0 0.0% Q4 2025 Feb 03, 2026
Old Peak Finance LLC History No change 4,040 571 0.33% 0.37% 456 0 0.0% Q1 2026 Apr 24, 2026
Valmark Advisers, Inc. History Added to 4,035 570 0.01% 0.01% 457 +43 1.08% Q1 2026 May 01, 2026
COMMERCE BANK History Added to 4,016 567 0.0% 0.0% 458 +371 10.18% Q1 2026 May 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,982 563 0.01% 0.01% 459 +114 2.95% Q1 2026 May 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 3,933 556 0.04% 0.04% 460 -39 -0.98% Q1 2026 Apr 22, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 3,660 553 0.51% 0.51% 461 0 0.0% Q4 2025 Feb 18, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 3,861 546 0.01% — 464 +3,861 New Q1 2026 Apr 27, 2026
Ancora Advisors LLC History Reduced 3,863 546 0.01% 0.01% 462 -134 -3.35% Q1 2026 May 15, 2026
Lantz Financial LLC History Added to 3,863 546 0.11% 0.12% 463 +123 3.29% Q1 2026 Apr 09, 2026
Tarbox Family Office, Inc. History No change 3,854 545 0.09% 0.09% 465 0 0.0% Q1 2026 Apr 23, 2026
Single Point Partners, LLC History Added to 3,841 543 0.11% 0.08% 466 +978 34.16% Q1 2026 Apr 15, 2026
North Berkeley Wealth Management, LLC History No change 3,845 543 0.29% 0.34% 467 0 0.0% Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Added to 3,839 542 0.01% 0.01% 468 +1 0.03% Q1 2026 Apr 17, 2026
Midwest Trust Co History Reduced 3,828 541 0.01% 0.01% 469 -171 -4.28% Q1 2026 May 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 3,412 533 0.01% 0.0% 470 +2,118 163.68% Q1 2026 May 06, 2026
Fortis Capital Advisors, LLC History Added to 3,766 532 0.07% 0.03% 471 +2,424 180.63% Q1 2026 Apr 28, 2026
PFG Advisors History Reduced 3,743 529 0.03% 0.04% 472 -1,641 -30.48% Q1 2026 May 05, 2026
Golden State Wealth Management, LLC History Reduced 3,728 527 0.06% 0.06% 473 -24 -0.64% Q1 2026 Apr 28, 2026
Venturi Wealth Management, LLC History Added to 3,724 526 0.02% 0.02% 474 +946 34.05% Q1 2026 Apr 21, 2026
Russell Investments Group, Ltd. History Added to 3,700 523 0.0% 0.0% 475 +2,178 143.1% Q1 2026 May 08, 2026
Godfrey Financial Associates, Inc. History Reduced 3,703 523 0.45% 0.49% 476 -76 -2.01% Q1 2026 May 11, 2026
Financial Gravity Asset Management, Inc. History Reduced 3,690 521 0.09% 0.11% 477 -2 -0.05% Q1 2026 May 08, 2026
Oregon Pacific Wealth Management, LLC History Reduced 3,680 520 0.54% 0.6% 478 -195 -5.03% Q1 2026 Apr 23, 2026
Peak Financial Management, Inc. History Reduced 3,652 516 0.13% 0.14% 479 -30 -0.81% Q1 2026 Apr 28, 2026
EASTERN BANK History Reduced 3,634 513 0.01% 0.01% 480 -139 -3.68% Q1 2026 Apr 07, 2026
Emergent Wealth Advisors, LLC History Reduced 3,621 512 0.3% 0.34% 481 -490 -11.92% Q1 2026 Apr 07, 2026
Quent Capital, LLC History Reduced 3,565 504 0.04% 0.04% 482 -24 -0.67% Q1 2026 Apr 28, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 3,561 503 0.08% 0.09% 483 +9 0.25% Q1 2026 May 07, 2026
Diversified Enterprises, LLC History Reduced 3,546 501 0.03% 0.04% 485 -685 -16.19% Q1 2026 May 14, 2026
LIBRA WEALTH LLC History No change 3,544 501 0.14% 0.15% 484 0 0.0% Q1 2026 Apr 28, 2026
Destination Wealth Management History Reduced 3,526 498 0.01% 0.01% 486 -263 -6.94% Q1 2026 May 15, 2026
Baker Avenue Asset Management, LP History Reduced 3,523 498 0.01% 0.01% 487 -100 -2.76% Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 3,335 496 0.0% 0.0% 488 0 0.0% Q4 2025 Feb 12, 2026
Proactive Wealth Strategies LLC History Added to 3,489 493 0.09% 0.1% 489 +1,749 100.52% Q1 2026 Apr 29, 2026
CURTIS WEALTH MANAGEMENT LLC History Reduced 3,476 491 0.46% 0.46% 490 -22 -0.63% Q1 2026 May 08, 2026
Napier Financial, LLC History New 3,460 489 0.11% — 491 +3,460 New Q1 2026 May 05, 2026
RKL Wealth Management LLC History Added to 3,438 486 0.04% 0.04% 492 +8 0.23% Q1 2026 Apr 24, 2026
J. Mark Nickell & Co. History Reduced 3,427 484 0.5% 0.82% 494 -2,500 -42.18% Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 3,429 484 0.01% 0.01% 493 +137 4.16% Q1 2026 May 11, 2026
Capital Analysts, LLC History Added to 3,393 479 0.01% 0.01% 495 +9 0.27% Q1 2026 May 14, 2026
Farmers National Bank History No change 3,214 478 0.11% 0.11% 496 0 0.0% Q4 2025 Mar 12, 2026
CORE WEALTH ADVISORS, LLC History No change 3,366 476 0.37% 0.39% 497 0 0.0% Q1 2026 Apr 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 3,356 474 0.02% 0.03% 498 -162 -4.6% Q1 2026 Apr 28, 2026
Legacy Wealth Partners, LLC History Reduced 3,357 474 0.12% 0.13% 499 -78 -2.27% Q1 2026 Apr 17, 2026
Scarborough Advisors, LLC History Added to 3,324 470 0.05% 0.04% 500 +1,613 94.27% Q1 2026 May 07, 2026
Visionary Wealth Advisors History Reduced 3,320 469 0.02% 0.03% 501 -475 -12.52% Q1 2026 May 13, 2026
JHP Wealth Management, LLC History Added to 3,322 469 0.45% 0.47% 503 +56 1.71% Q1 2026 May 14, 2026
Tanager Wealth Management LLP History Added to 3,319 469 0.05% 0.05% 502 +21 0.64% Q1 2026 Apr 20, 2026
NWF Advisory Services Inc. History No change 3,300 466 0.05% 0.05% 504 0 0.0% Q1 2026 May 04, 2026
Gen-Wealth Partners Inc History Added to 3,291 465 0.15% 0.15% 505 +112 3.52% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History Added to 3,287 464 0.0% 0.0% 506 +210 6.82% Q1 2026 Apr 13, 2026
CX Institutional History No change 3,280 464 0.01% 0.01% 507 0 0.0% Q1 2026 Apr 06, 2026
BCU Wealth Advisors, LLC History No change 3,272 462 0.17% 0.19% 508 0 0.0% Q1 2026 Apr 20, 2026
STOCK YARDS BANK & TRUST CO History Added to 3,257 460 0.01% 0.01% 509 +65 2.04% Q1 2026 Apr 24, 2026
TABLEAUX LLC History No change 3,235 457 0.22% 0.34% 510 0 0.0% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 3,696 455 0.0% — 512 +3,696 New Q1 2026 May 12, 2026
Grey Fox Wealth Advisors, LLC History Added to 3,221 455 0.09% 0.09% 511 +158 5.16% Q1 2026 Apr 21, 2026
Precision Wealth Strategies, LLC History Added to 3,216 454 0.15% 0.15% 513 +178 5.86% Q1 2026 May 06, 2026
Sovereign Financial Group, Inc. History Reduced 3,207 453 0.08% 0.08% 514 -86 -2.61% Q1 2026 Apr 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 3,184 450 0.21% 0.83% 515 -8,044 -71.64% Q1 2026 Apr 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 3,168 448 0.01% 0.01% 516 -227 -6.69% Q1 2026 Apr 29, 2026
Invesco Ltd. History No change 3,164 447 0.0% 0.0% 517 0 0.0% Q1 2026 May 12, 2026
Smithfield Trust Co History No change 3,149 446 0.02% 0.02% 518 0 0.0% Q1 2026 May 08, 2026
ASL Financial, LLC History No change 3,137 443 0.35% 0.37% 519 0 0.0% Q1 2026 Apr 09, 2026
BAILARD, INC. History No change 3,127 442 0.01% 0.01% 520 0 0.0% Q1 2026 May 11, 2026
PDS Planning, Inc History Reduced 3,111 440 0.03% 0.03% 521 -23 -0.73% Q1 2026 Apr 21, 2026
Summit Financial, LLC History Reduced 3,106 439 0.01% 0.01% 522 -742 -19.28% Q1 2026 May 15, 2026
Csenge Advisory Group History Added to 3,101 438 0.02% 0.02% 523 +400 14.81% Q1 2026 Apr 30, 2026
Heritage Family Offices, LLP History Reduced 3,072 434 0.19% 0.23% 524 -403 -11.6% Q1 2026 Apr 08, 2026
Andrews Advisory Associates, LLC History Reduced 3,066 433 0.23% 0.25% 525 -94 -2.97% Q1 2026 May 14, 2026
Vision Retirement, LLC History Reduced 3,056 432 0.12% 0.14% 526 -347 -10.2% Q1 2026 May 07, 2026
Freestone Capital Holdings, LLC History Added to 3,045 430 0.01% 0.01% 527 +300 10.93% Q1 2026 May 13, 2026
Wealthcare Advisory Partners LLC History Reduced 3,044 430 0.01% 0.01% 528 -146 -4.58% Q1 2026 Apr 14, 2026
Traveka Wealth, LLC History Added to 3,023 427 0.16% 0.17% 529 +260 9.41% Q1 2026 Apr 22, 2026
Advyzon Investment Management, LLC History Added to 3,000 424 0.04% 0.02% 530 +1,554 107.47% Q1 2026 May 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,995 423 0.01% 0.01% 531 +4 0.13% Q1 2026 May 14, 2026
Northwest Capital Management Inc History No change 2,832 421 1.82% 1.82% 532 0 0.0% Q4 2025 Jan 26, 2026
Sherman Asset Management, Inc. History Reduced 2,950 417 0.38% 0.47% 533 -801 -21.35% Q1 2026 May 05, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 2,824 416 0.06% 0.07% 534 -168 -5.61% Q1 2026 Apr 16, 2026
Liberty Atlantic Advisors LLC History Reduced 2,910 411 0.35% 0.43% 535 -31 -1.05% Q1 2026 Apr 27, 2026
Strategic Financial Concepts, LLC History Added to 2,888 408 0.1% 0.29% 536 +733 34.01% Q1 2026 May 12, 2026
American Money Management, LLC History Added to 2,879 407 0.06% 0.06% 538 +295 11.42% Q1 2026 May 11, 2026
NORTHLAND SECURITIES, INC. History No change 2,884 407 0.39% 0.41% 537 0 0.0% Q1 2026 May 04, 2026
Magnus Financial Group LLC History Reduced 2,877 406 0.03% 0.04% 539 -783 -21.39% Q1 2026 Apr 10, 2026
Prosperitas Financial LLC History Added to 2,871 406 0.15% 0.16% 540 +85 3.05% Q1 2026 May 15, 2026
Finley Financial, LLC History No change 2,860 404 0.19% 0.2% 541 0 0.0% Q1 2026 Apr 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,850 402 0.0% 0.0% 542 +477 20.1% Q1 2026 May 08, 2026
Barnes Wealth Management Group, Inc History Reduced 2,819 398 0.2% 0.23% 543 -58 -2.02% Q1 2026 May 15, 2026
ABLE Financial Group, LLC History No change 2,804 396 0.08% 0.08% 544 0 0.0% Q1 2026 Apr 20, 2026
Valtinson Bruner Financial Planning LLC History Reduced 2,795 395 0.11% 0.12% 545 -106 -3.65% Q1 2026 May 05, 2026
W.H. Cornerstone Investments Inc. History Reduced 2,793 395 0.25% 0.25% 546 -33 -1.17% Q1 2026 Apr 28, 2026
PRINCIPAL SECURITIES, INC. History Reduced 2,788 394 0.01% 0.01% 547 -257 -8.44% Q1 2026 May 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 2,784 393 0.01% — 551 +2,784 New Q1 2026 May 15, 2026
Essex Financial Services, Inc. History Added to 2,782 393 0.02% 0.02% 549 +1 0.04% Q1 2026 Apr 24, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,784 393 0.0% 0.0% 548 0 0.0% Q1 2026 May 01, 2026
Fort Point Capital Partners LLC History No change 2,780 393 0.05% 0.05% 550 0 0.0% Q1 2026 May 14, 2026
BARCLAYS PLC History No change 2,762 390 0.0% 0.0% 552 0 0.0% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 2,754 389 0.0% 0.0% 555 +445 19.27% Q1 2026 May 15, 2026
Waldron Private Wealth LLC History Added to 2,755 389 0.02% 0.02% 554 +132 5.03% Q1 2026 Apr 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 2,752 389 0.01% 0.01% 553 +7 0.26% Q1 2026 Apr 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 2,711 383 0.01% 0.01% 556 -88 -3.14% Q1 2026 May 01, 2026
Bright Futures Wealth Management, LLC. History Added to 2,682 379 0.26% 0.25% 557 +388 16.91% Q1 2026 Apr 15, 2026
Wealth Enhancement Trust Services, Inc. History Added to 2,680 379 0.05% 0.05% 558 +66 2.52% Q1 2026 Apr 08, 2026
Forefront Wealth Partners, LLC History New 2,678 378 0.16% — 560 +2,678 New Q1 2026 Apr 17, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 2,676 378 0.06% 0.06% 559 +237 9.72% Q1 2026 May 01, 2026
Broussard Financial Group LLC History Reduced 2,668 377 0.3% 0.37% 561 -408 -13.26% Q1 2026 Apr 29, 2026
Arax Advisory Partners History Reduced 2,644 374 0.01% 0.06% 562 -11,862 -81.77% Q1 2026 May 13, 2026
Vivaldi Capital Management LP History No change 2,647 374 0.05% 0.05% 563 0 0.0% Q1 2026 May 14, 2026
Dunhill Financial, LLC History Added to 2,601 367 0.09% 0.01% 565 +2,243 626.54% Q1 2026 May 06, 2026
One Day In July LLC History Added to 2,600 367 0.03% 0.03% 564 +35 1.36% Q1 2026 May 05, 2026
Milestone Investment Advisors LLC History Added to 2,596 367 0.09% 0.09% 566 +1 0.04% Q1 2026 May 05, 2026
Syntegra Private Wealth Group, LLC History Reduced 2,577 364 0.03% 0.05% 567 -947 -26.87% Q1 2026 Apr 27, 2026
Oxinas Partners, LLC History Added to 2,570 363 0.17% 0.17% 568 +266 11.55% Q1 2026 Apr 10, 2026
Seven Post Investment Office LP History No change 2,532 358 0.12% 0.13% 569 0 0.0% Q1 2026 May 13, 2026
WESBANCO BANK INC History No change 2,506 354 0.01% 0.01% 570 0 0.0% Q1 2026 Apr 21, 2026
VILLERE ST DENIS J & CO LLC History Reduced 2,500 353 0.04% 0.04% 571 -500 -16.67% Q1 2026 Apr 30, 2026
Polaris Investment Advisors, LLC History No change 2,499 353 0.26% 0.27% 572 0 0.0% Q1 2026 Apr 21, 2026
Nemes Rush Group LLC History Added to 2,492 352 0.03% 0.02% 573 +798 47.11% Q1 2026 Apr 21, 2026
Clean Yield Group History New 2,474 349 0.1% — 574 +2,474 New Q1 2026 Apr 14, 2026
Pallas Capital Advisors LLC History Reduced 2,463 348 0.01% 0.03% 575 -3,481 -58.56% Q1 2026 Apr 21, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 2,455 347 0.03% 0.02% 576 +550 28.87% Q1 2026 Apr 17, 2026
Elevation Wealth Management LLC History Reduced 2,451 346 0.32% 0.35% 577 -11 -0.45% Q1 2026 May 11, 2026
Argent Trust Co History No change 2,429 343 0.01% 0.01% 578 0 0.0% Q1 2026 May 13, 2026
NerdWallet Wealth Partners, LLC History Reduced 2,406 340 0.15% 0.18% 579 -233 -8.83% Q1 2026 May 05, 2026
KINTRA WEALTH, LLC History New 2,402 339 0.02% — 580 +2,402 New Q1 2026 May 15, 2026
Aspen Wealth Strategies, LLC History No change 2,397 338 0.18% 0.2% 581 0 0.0% Q1 2026 May 08, 2026
Pettinga Financial Advisors LLC History No change 2,389 337 0.06% 0.07% 582 0 0.0% Q1 2026 Apr 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,377 336 0.1% 0.11% 583 -2 -0.08% Q1 2026 Apr 06, 2026
Aureum Wealth Management, LLC History Added to 2,350 332 0.23% 0.29% 585 +216 10.12% Q1 2026 Apr 22, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,354 332 0.08% 0.09% 584 0 0.0% Q1 2026 Apr 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 2,342 331 0.02% 0.01% 586 +767 48.7% Q1 2026 Apr 14, 2026
GK Wealth Management LLC History New 2,388 328 0.29% — 587 +2,388 New Q1 2026 Apr 07, 2026
DWR WEALTH MANAGEMENT, LLC History New 2,388 328 0.29% — 588 +2,388 New Q1 2026 Apr 07, 2026
Drucker Wealth 3.0, LLC History Added to 2,305 326 0.06% 0.06% 590 +33 1.45% Q1 2026 Apr 23, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,306 326 0.06% 0.07% 589 0 0.0% Q1 2026 May 15, 2026
WHITTIER TRUST CO History No change 2,265 325 0.0% 0.0% 591 0 0.0% Q1 2026 Apr 28, 2026
Trek Financial, LLC History Reduced 2,292 324 0.02% 0.03% 592 -1,412 -38.12% Q1 2026 May 13, 2026
CGC Financial Services, LLC History Reduced 2,288 323 0.09% 0.1% 593 -133 -5.49% Q1 2026 Apr 13, 2026
Trademark Financial Management, LLC History No change 2,290 323 0.16% 0.19% 594 0 0.0% Q1 2026 Apr 27, 2026
Northstar Financial Companies, Inc. History No change 2,278 322 0.26% 0.27% 595 0 0.0% Q1 2026 May 05, 2026
Sound View Wealth Advisors Group, LLC History No change 2,270 321 0.02% 0.02% 596 0 0.0% Q1 2026 May 06, 2026
Merkkuri Wealth Advisors LLC History Reduced 2,259 319 0.21% 0.23% 597 -38 -1.65% Q1 2026 Apr 21, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 2,255 318 0.16% 0.18% 599 -127 -5.33% Q1 2026 Apr 16, 2026
Avantax Planning Partners, Inc. History Reduced 2,253 318 0.01% 0.01% 598 -4 -0.18% Q1 2026 May 04, 2026
Bellwether Advisors, LLC History No change 2,248 317 0.05% 0.05% 600 0 0.0% Q1 2026 May 12, 2026
Rede Wealth, LLC History No change 2,247 317 0.11% 0.12% 601 0 0.0% Q1 2026 Apr 10, 2026
5T Wealth, LLC History Reduced 2,214 313 0.12% 0.21% 602 -1,238 -35.86% Q1 2026 Apr 13, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,211 312 0.18% 0.18% 603 0 0.0% Q1 2026 May 15, 2026
BURLING WEALTH PARTNERS, LLC History No change 2,200 311 0.05% 0.05% 604 0 0.0% Q1 2026 May 08, 2026
Legacy Edge Advisors, LLC History Reduced 2,193 310 0.03% 0.06% 606 -1,604 -42.24% Q1 2026 May 11, 2026
SEMITAM BONAM LLC History Reduced 2,196 310 0.25% 0.3% 605 -213 -8.84% Q1 2026 Apr 21, 2026
Level Financial Advisors History No change 2,191 309 0.08% 0.09% 607 0 0.0% Q1 2026 Apr 10, 2026
Leverty Financial Group, LLC History Reduced 2,141 302 0.07% 0.09% 609 -411 -16.11% Q1 2026 Apr 09, 2026
MONECO ADVISORS, LLC History Added to 2,138 302 0.02% 0.03% 608 +16 0.75% Q1 2026 May 07, 2026
Integrated Advisors Network LLC History Reduced 2,124 300 0.02% 0.16% 610 -21,989 -91.19% Q1 2026 Apr 28, 2026
Amplius Wealth Advisors, LLC History Added to 2,115 299 0.02% 0.02% 612 +162 8.29% Q1 2026 Apr 13, 2026
Total Clarity Wealth Management, Inc. History Reduced 2,116 299 0.07% 0.08% 611 -17 -0.8% Q1 2026 Apr 17, 2026
Vertex Planning Partners, LLC History Reduced 2,107 297 0.06% 0.07% 613 -14 -0.66% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History No change 2,076 293 0.01% 0.01% 614 0 0.0% Q1 2026 May 04, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 2,068 292 0.08% 0.08% 616 +105 5.35% Q1 2026 May 14, 2026
Founders Financial Alliance, LLC History No change 2,069 292 0.05% 0.06% 615 0 0.0% Q1 2026 May 11, 2026
SAX WEALTH ADVISORS, LLC History No change 1,957 291 0.01% 0.01% 617 0 0.0% Q1 2026 Apr 08, 2026
WRAPMANAGER INC History Reduced 2,043 288 0.1% 0.1% 618 -21 -1.02% Q1 2026 May 11, 2026
Buttonwood Financial Group, LLC History Reduced 2,025 286 0.18% 0.18% 619 -229 -10.16% Q1 2026 Apr 15, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 2,020 285 0.08% 0.07% 621 +5 0.25% Q1 2026 Apr 28, 2026
Litman Gregory Wealth Management LLC History No change 1,914 285 0.02% 0.02% 620 0 0.0% Q4 2025 Feb 12, 2026
Forum Financial Management, LP History No change 2,011 284 0.0% 0.0% 622 0 0.0% Q1 2026 Apr 23, 2026
CHANNEL WEALTH LLC History Reduced 1,997 282 0.07% 0.08% 623 -56 -2.73% Q1 2026 May 11, 2026
Signal Advisors Wealth, LLC History Added to 1,985 280 0.02% 0.02% 624 +8 0.4% Q1 2026 Apr 17, 2026
Note Advisors, LLC History No change 1,974 279 0.14% 0.15% 625 0 0.0% Q1 2026 May 15, 2026
Callan Family Office, LLC History Reduced 1,968 278 0.01% 0.01% 627 -1 -0.05% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 1,867 278 0.01% 0.01% 626 0 0.0% Q4 2025 Feb 17, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Reduced 1,936 273 0.12% 0.13% 629 -1,028 -34.68% Q1 2026 Apr 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 1,937 273 0.01% 0.02% 628 -380 -16.4% Q1 2026 Apr 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History New 1,916 270 0.15% — 631 +1,916 New Q1 2026 May 12, 2026
Vantus Wealth LLC History No change 1,816 270 0.2% 0.2% 630 0 0.0% Q4 2025 Feb 10, 2026
PECAUT & CO. History Reduced 1,900 268 0.09% 0.09% 632 -60 -3.06% Q1 2026 May 11, 2026
BKM Wealth Management, LLC History No change 1,900 268 0.1% 0.1% 633 0 0.0% Q1 2026 Apr 22, 2026
DAVIS R M INC History New 1,894 267 0.0% — 634 +1,894 New Q1 2026 May 13, 2026
Quadcap Wealth Management, LLC History Reduced 1,877 265 0.03% 0.03% 636 -115 -5.77% Q1 2026 May 15, 2026
SAGE FINANCIAL GROUP INC History Reduced 1,875 265 0.02% 0.02% 635 -75 -3.85% Q1 2026 May 07, 2026
Avantra Family Wealth, Inc. History Added to 1,869 264 0.2% 0.2% 637 +4 0.21% Q1 2026 Apr 22, 2026
Chesapeake Wealth Management History Reduced 1,865 263 0.08% 0.11% 640 -700 -27.29% Q1 2026 May 18, 2026
Financial Engines Advisors L.L.C. History Added to 1,863 263 0.0% 0.0% 638 +4 0.22% Q1 2026 May 14, 2026
Tortoise Investment Management, LLC History No change 1,862 263 0.02% 0.02% 639 0 0.0% Q1 2026 May 05, 2026
Fermata Advisors, LLC History No change 1,862 263 0.06% 0.07% 641 0 0.0% Q1 2026 Apr 08, 2026
Gallacher Capital Management LLC History No change 1,866 263 0.1% 0.11% 642 0 0.0% Q1 2026 May 05, 2026
Seascape Capital Management History No change 1,848 261 0.08% 0.08% 643 0 0.0% Q1 2026 Apr 28, 2026
Cadia Private Client LLC History No change 1,850 261 0.21% 0.22% 644 0 0.0% Q1 2026 May 20, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 1,839 260 0.01% 0.01% 645 -20 -1.08% Q1 2026 May 06, 2026
Pine Valley Investments Ltd Liability Co History No change 1,749 260 0.01% 0.01% 646 0 0.0% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History No change 1,826 258 0.01% 0.01% 647 0 0.0% Q1 2026 May 14, 2026
UPTICK PARTNERS, LLC History Added to 1,822 257 0.05% 0.05% 648 +148 8.84% Q1 2026 May 01, 2026
MontVue Capital Management, Inc. History No change 1,819 257 0.18% 0.18% 649 0 0.0% Q1 2026 Apr 16, 2026
Bragg Financial Advisors, Inc History Added to 1,784 252 0.01% 0.01% 651 +266 17.52% Q1 2026 May 15, 2026
Urban Wealth Management, LLC History Reduced 1,782 252 0.26% 0.25% 652 -42 -2.3% Q1 2026 Apr 21, 2026
PINNACLE ASSOCIATES LTD History No change 1,787 252 0.0% 0.0% 650 0 0.0% Q1 2026 Apr 21, 2026
Braun-Bostich & Associates Inc. History Added to 1,776 251 0.16% 0.16% 653 +7 0.4% Q1 2026 Apr 15, 2026
Cornerstone Wealth Management, LLC History Reduced 1,774 250 0.01% 0.02% 655 -1,005 -36.16% Q1 2026 Apr 23, 2026
MOLLER WEALTH PARTNERS History Added to 1,772 250 0.05% 0.06% 654 +6 0.34% Q1 2026 Apr 14, 2026
Apeiron RIA LLC History Reduced 1,759 248 0.06% 0.06% 657 -50 -2.76% Q1 2026 Apr 27, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 1,759 248 0.08% 0.09% 658 -13 -0.73% Q1 2026 Apr 15, 2026
Advisory Alpha, LLC History Reduced 1,760 248 0.01% 0.01% 656 -2 -0.11% Q1 2026 May 14, 2026
Fiduciary Alliance LLC History Added to 1,620 246 0.01% 0.01% 659 +261 19.21% Q1 2026 Apr 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,740 246 0.02% 0.02% 660 0 0.0% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,724 245 0.02% 0.08% 662 -6,472 -78.97% Q1 2026 May 01, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 1,737 245 0.03% 0.04% 661 -133 -7.11% Q1 2026 May 12, 2026
Pearl Planning LLC History No change 1,732 244 0.13% 0.16% 663 0 0.0% Q1 2026 Apr 30, 2026
Schwallier Wealth Management LLC History Added to 1,725 243 0.18% 0.17% 664 +4 0.23% Q1 2026 May 05, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,712 242 0.04% 0.04% 665 0 0.0% Q1 2026 Apr 14, 2026
Haverford Trust Co History No change 1,711 241 0.0% 0.0% 666 0 0.0% Q1 2026 May 11, 2026
MOTCO History No change 1,708 241 0.02% 0.02% 667 0 0.0% Q1 2026 Apr 22, 2026
M3 Advisory Group, LLC History Added to 1,698 240 0.15% 0.15% 668 +1 0.06% Q1 2026 Apr 22, 2026
Squarepoint Ops LLC History Reduced 1,670 236 0.0% 0.0% 669 -732 -30.47% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Reduced 1,643 233 0.01% 0.01% 670 -28 -1.68% Q1 2026 May 12, 2026
Institute for Wealth Management, LLC. History Added to 1,641 232 0.02% 0.02% 671 +206 14.36% Q1 2026 May 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 1,646 232 0.08% 0.09% 672 +51 3.2% Q1 2026 May 12, 2026
Security Financial Services, INC. History No change 1,556 231 0.04% 0.04% 673 0 0.0% Q4 2025 Jan 27, 2026
TD Capital Management LLC History Added to 1,613 228 0.02% 0.02% 674 +4 0.25% Q1 2026 May 11, 2026
Etesian Wealth Advisors, Inc. History New 1,604 226 0.07% — 676 +1,604 New Q1 2026 Apr 23, 2026
TritonPoint Partners, LLC History No change 1,603 226 0.08% 0.13% 675 0 0.0% Q1 2026 Apr 28, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,596 225 0.0% — 677 +1,596 New Q1 2026 May 14, 2026
Trailhead Planners LLC History No change 1,580 223 0.21% 0.23% 678 0 0.0% Q1 2026 May 06, 2026
Stratos Investment Management, LLC History Added to 1,557 220 0.01% 0.01% 679 +1 0.06% Q1 2026 Apr 28, 2026
Vestmark Advisory Solutions, Inc. History New 1,549 219 0.0% — 683 +1,549 New Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 1,555 219 0.0% 0.0% 680 -417 -21.15% Q1 2026 Apr 27, 2026
Fire Capital Management LLC History Added to 1,551 219 0.1% 0.11% 681 +32 2.11% Q1 2026 May 08, 2026
Financially in Tune, LLC History No change 1,550 219 0.19% 0.21% 682 0 0.0% Q1 2026 Apr 22, 2026
Frederick Financial Consultants, LLC History No change 1,522 215 0.11% 0.12% 684 0 0.0% Q1 2026 May 14, 2026
Investors Research Corp History Added to 1,511 213 0.04% 0.04% 686 +93 6.56% Q1 2026 Apr 03, 2026
Commonwealth Financial Services, LLC History Reduced 1,511 213 0.03% 0.04% 685 -26 -1.69% Q1 2026 May 07, 2026
Sigma Planning Corp History Reduced 1,496 211 0.01% 0.01% 687 -31 -2.03% Q1 2026 May 04, 2026
JFS WEALTH ADVISORS, LLC History No change 1,487 210 0.01% 0.01% 688 0 0.0% Q1 2026 Apr 20, 2026
Sterling Manor Financial, LLC History Reduced 1,477 208 0.13% 0.15% 689 -116 -7.28% Q1 2026 Apr 10, 2026
Foguth Wealth Management, LLC. History No change 1,400 208 0.03% 0.03% 690 0 0.0% Q4 2025 Jan 05, 2026
Mesirow Financial Investment Management, Inc. History New 1,458 206 0.0% — 691 +1,458 New Q1 2026 Apr 21, 2026
Estate Counselors, LLC History Reduced 1,455 205 0.02% 0.05% 692 -2,245 -60.68% Q1 2026 May 15, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 1,444 204 0.02% 0.02% 693 -135 -8.55% Q1 2026 Apr 08, 2026
Arcadia Wealth Management, Inc. History No change 1,441 203 0.11% 0.12% 694 0 0.0% Q1 2026 May 14, 2026
Cooper Financial Group History Reduced 1,428 202 0.02% 0.03% 695 -341 -19.28% Q1 2026 Apr 07, 2026
Sage Financial Management Group, Inc. History Added to 1,434 202 0.06% 0.06% 696 +35 2.5% Q1 2026 Apr 21, 2026
Essex LLC History Added to 1,435 202 0.04% 0.04% 697 +25 1.77% Q1 2026 Apr 24, 2026
Root Financial Partners, LLC History Reduced 1,414 200 0.01% 0.03% 700 -2,218 -61.07% Q1 2026 Apr 24, 2026
Advisor OS, LLC History Added to 1,420 200 0.01% 0.02% 699 +2 0.14% Q1 2026 May 07, 2026
Capital Advantage, Inc. History No change 1,415 200 0.03% 0.03% 698 0 0.0% Q1 2026 Apr 10, 2026
True Link Financial Advisors, LLC History New 1,399 197 0.01% — 702 +1,399 New Q1 2026 Apr 29, 2026
GGM Financial LLC History Added to 1,399 197 0.09% 0.1% 701 +3 0.21% Q1 2026 May 11, 2026
Bank of New Hampshire History No change 1,320 186 0.04% 0.04% 703 0 0.0% Q1 2026 Apr 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 1,296 183 0.01% 0.01% 704 -232 -15.18% Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History Reduced 1,215 171 0.01% 0.01% 705 -59 -4.63% Q1 2026 May 12, 2026
Transamerica Financial Advisors, LLC History Added to 1,183 167 0.01% 0.01% 706 +611 106.82% Q1 2026 May 15, 2026
Harbor Asset Planning, Inc. History New 1,156 163 0.14% — 707 +1,156 New Q1 2026 Apr 22, 2026
Abound Wealth Management History No change 1,094 154 0.03% 0.04% 708 0 0.0% Q1 2026 Apr 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,088 153 0.04% — 709 +1,088 New Q1 2026 May 08, 2026
SALEM INVESTMENT COUNSELORS INC History New 1,050 148 0.0% — 710 +1,050 New Q1 2026 Apr 29, 2026
Asset Dedication, LLC History No change 982 146 0.01% 0.01% 711 0 0.0% Q4 2025 Jan 26, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,023 144 0.0% 0.0% 712 -45 -4.21% Q1 2026 May 15, 2026
Arkos Global Advisors History New 1,007 142 0.02% — 713 +1,007 New Q1 2026 May 13, 2026
CVA Family Office, LLC History Added to 1,002 141 0.01% 0.0% 714 +745 289.88% Q1 2026 Apr 29, 2026
Tanglewood Legacy Advisors, LLC History No change 1,000 141 0.05% 0.06% 715 0 0.0% Q1 2026 Apr 27, 2026
Financial Perspectives, Inc History No change 954 134 0.04% 0.04% 716 0 0.0% Q1 2026 May 11, 2026
Horizons Wealth Management History Reduced 874 123 0.08% 0.19% 720 -1,117 -56.1% Q1 2026 Apr 02, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 837 123 0.0% 0.0% 717 0 0.0% Q1 2026 Apr 13, 2026
Balentine LLC History No change 871 123 0.0% 0.0% 718 0 0.0% Q1 2026 Apr 24, 2026
Larson Financial Group LLC History No change 871 123 0.0% 0.0% 719 0 0.0% Q1 2026 May 15, 2026
MCF Advisors LLC History No change 865 122 0.01% 0.01% 721 0 0.0% Q1 2026 May 11, 2026
BOK Financial Private Wealth, Inc. History No change 849 120 0.01% 0.01% 722 0 0.0% Q1 2026 May 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 809 114 0.0% 0.0% 723 -76 -8.59% Q1 2026 Apr 23, 2026
DT Investment Partners, LLC History No change 782 110 0.01% 0.01% 724 0 0.0% Q1 2026 May 14, 2026
MeadowBrook Investment Advisors LLC History No change 746 105 0.09% 0.09% 725 0 0.0% Q1 2026 Apr 22, 2026
Winthrop Capital Management, LLC History No change 719 102 0.03% 0.02% 726 0 0.0% Q1 2026 Apr 28, 2026
New Republic Capital, LLC History No change 719 101 0.03% 0.03% 727 0 0.0% Q1 2026 May 01, 2026
FINANCIAL CONSULATE, INC History New 704 99 0.01% — 728 +704 New Q1 2026 Apr 21, 2026
Clearstead Trust, LLC History No change 659 93 0.02% 0.02% 729 0 0.0% Q1 2026 May 06, 2026
Key FInancial Inc History No change 632 89 0.02% 0.02% 730 0 0.0% Q1 2026 Apr 24, 2026
Centerpoint Advisors, LLC History Added to 621 88 0.03% 0.02% 731 +137 28.31% Q1 2026 May 07, 2026
Capital Investment Advisory Services, LLC History Reduced 620 87 0.01% 0.17% 732 -15,269 -96.1% Q1 2026 May 05, 2026
Center for Financial Planning, Inc. History No change 588 83 0.01% 0.01% 733 0 0.0% Q1 2026 May 04, 2026
Bravera Wealth History No change 591 83 0.04% 0.04% 734 0 0.0% Q1 2026 Apr 22, 2026
Nalls Sherbakoff Group, LLC History No change 550 81 0.06% 0.06% 735 0 0.0% Q4 2025 Mar 12, 2026
Federation des caisses Desjardins du Quebec History No change 568 80 0.0% 0.0% 736 0 0.0% Q1 2026 May 13, 2026
BLUELINE ADVISORS LLC History Reduced 560 79 0.06% 0.07% 737 -2 -0.36% Q1 2026 Apr 07, 2026
Forum Finance Group S.A. History New 660 76 0.04% — 738 +660 New Q1 2026 May 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 527 74 0.01% 0.01% 739 0 0.0% Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 510 72 0.0% 0.0% 740 0 0.0% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 501 70 0.0% 0.0% 741 +9 1.83% Q1 2026 Apr 13, 2026
Arlington Trust Co LLC History No change 480 67 0.01% 0.01% 742 0 0.0% Q1 2026 Apr 08, 2026
GW&K Investment Management, LLC History New 469 66 0.0% — 743 +469 New Q1 2026 May 13, 2026
Investors Portfolio Services LLC History Added to 461 65 0.06% 0.06% 744 +1 0.22% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 422 62 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 411 61 0.02% 0.02% 746 0 0.0% Q4 2025 Feb 11, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 412 58 0.05% — 750 +412 New Q1 2026 Apr 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 411 58 0.0% 0.0% 747 0 0.0% Q1 2026 May 14, 2026
Archer Investment Corp History No change 413 58 0.01% 0.01% 748 0 0.0% Q1 2026 May 04, 2026
Addison Advisors LLC History No change 414 58 0.01% 0.01% 749 0 0.0% Q1 2026 May 08, 2026
EFG International AG History New 394 55 0.0% — 751 +394 New Q1 2026 May 15, 2026
DHJJ Financial Advisors, Ltd. History No change 365 51 0.02% 0.02% 752 0 0.0% Q1 2026 Apr 09, 2026
JNBA Financial Advisors History Reduced 354 50 0.0% 0.01% 753 -556 -61.1% Q1 2026 Apr 22, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 287 40 0.03% 0.03% 754 +5 1.77% Q1 2026 Apr 27, 2026
Glen Eagle Advisors, LLC History No change 282 39 0.01% 0.01% 755 0 0.0% Q1 2026 May 15, 2026
United Financial Planning Group LLC History Added to 271 38 0.02% 0.02% 756 +1 0.37% Q1 2026 May 08, 2026
Fortitude Family Office, LLC History No change 247 34 0.01% 0.01% 757 0 0.0% Q1 2026 Apr 15, 2026
Caitlin John, LLC History No change 247 34 0.02% 0.02% 758 0 0.0% Q1 2026 May 13, 2026
Kilter Group LLC History Reduced 233 32 0.01% 0.02% 761 -31 -11.74% Q1 2026 May 14, 2026
BOKF, NA History No change 229 32 0.0% 0.0% 759 0 0.0% Q1 2026 May 08, 2026
Triumph Capital Management History No change 232 32 0.01% 0.01% 760 0 0.0% Q1 2026 May 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 209 29 0.01% 0.01% 762 0 0.0% Q1 2026 Apr 17, 2026
Rice Partnership, LLC History No change 204 28 0.0% 0.0% 763 0 0.0% Q1 2026 May 07, 2026
AMERIFLEX GROUP, INC. History Reduced 192 27 0.01% 0.02% 764 -80 -29.41% Q1 2026 May 15, 2026
Trust Co History No change 189 26 0.0% 0.0% 765 0 0.0% Q1 2026 Apr 13, 2026
PROFFITT & GOODSON INC History No change 183 25 0.0% 0.0% 766 0 0.0% Q1 2026 May 06, 2026
ELEVATE WEALTH ADVISORY, INC History No change 176 24 0.02% 0.02% 767 0 0.0% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History No change 161 22 0.0% 0.0% 768 0 0.0% Q1 2026 Apr 27, 2026
Salomon & Ludwin, LLC History No change 151 21 0.0% 0.0% 769 0 0.0% Q1 2026 May 11, 2026
Creative Capital Management Investments LLC History No change 154 21 0.01% 0.01% 770 0 0.0% Q1 2026 Apr 21, 2026
NBC SECURITIES, INC. History Reduced 141 19 0.0% 0.01% 771 -401 -73.99% Q1 2026 Apr 14, 2026
Johnson Financial Group, Inc. History Reduced 140 19 0.0% 0.0% 772 -152 -52.05% Q1 2026 May 07, 2026
Bernard Wealth Management Corp. History No change 140 19 0.01% 0.01% 773 0 0.0% Q1 2026 May 14, 2026
Quest 10 Wealth Builders, Inc. History Reduced 133 18 0.02% 0.02% 775 -4 -2.92% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 132 18 0.0% 0.0% 774 0 0.0% Q1 2026 May 07, 2026
Benson Wealth Management INC History No change 134 18 0.02% 0.02% 776 0 0.0% Q1 2026 May 12, 2026
Community Bank, N.A. History No change 125 17 0.0% 0.0% 777 0 0.0% Q1 2026 May 12, 2026
Signature Resources Capital Management, LLC History No change 123 17 0.01% 0.01% 778 0 0.0% Q1 2026 May 01, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 121 17 0.01% 0.01% 779 0 0.0% Q1 2026 Apr 02, 2026
Medallion Wealth Advisors, LLC History No change 112 15 0.0% 0.01% 780 0 0.0% Q1 2026 Apr 24, 2026
Kennebec Savings Bank History New 102 14 0.01% — 783 +102 New Q1 2026 Apr 17, 2026
Sunbelt Securities, Inc. History No change 101 14 0.0% 0.0% 781 0 0.0% Q1 2026 May 15, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 99 14 0.01% 0.01% 782 0 0.0% Q1 2026 May 08, 2026
Ascentis Independent Advisors History New 90 12 0.0% — 784 +90 New Q1 2026 Apr 28, 2026
Parkside Financial Bank & Trust History Reduced 76 10 0.0% 0.0% 785 -309 -80.26% Q1 2026 May 13, 2026
Synergy Investment Management, LLC History New 70 9 0.0% — 790 +70 New Q1 2026 May 14, 2026
FAS Wealth Partners, Inc. History No change 62 9 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 18, 2026
IAG Wealth Partners, LLC History No change 65 9 0.0% 0.0% 787 0 0.0% Q1 2026 Apr 29, 2026
United Community Bank History No change 66 9 0.0% 0.0% 788 0 0.0% Q1 2026 Apr 24, 2026
Wiser Advisor Group LLC History No change 64 9 0.01% 0.01% 789 0 0.0% Q1 2026 Apr 22, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 58 8 0.0% 0.0% 791 0 0.0% Q1 2026 May 05, 2026
Strategic Wealth Advisors LLC History No change 61 8 0.01% 0.01% 792 0 0.0% Q1 2026 May 01, 2026
Hanson & Doremus Investment Management History No change 49 7 0.0% 0.0% 793 0 0.0% Q1 2026 Apr 17, 2026
Atlantic Union Bankshares Corp History No change 48 6 0.0% 0.0% 794 0 0.0% Q1 2026 May 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 43 6 0.0% 0.0% 795 0 0.0% Q1 2026 May 01, 2026
Pinnacle Wealth Planning Services, Inc. History No change 45 6 0.0% 0.0% 796 0 0.0% Q1 2026 May 11, 2026
Capitol Family Office, Inc. History No change 41 6 0.01% 0.01% 797 0 0.0% Q1 2026 Apr 14, 2026
GAMMA Investing LLC History Reduced 29 4 0.0% 0.0% 799 -100 -77.52% Q1 2026 Apr 06, 2026
ASHTON THOMAS SECURITIES, LLC History New 35 4 0.0% — 801 +35 New Q1 2026 May 18, 2026
ST GERMAIN D J CO INC History No change 29 4 0.0% 0.0% 798 0 0.0% Q1 2026 Apr 13, 2026
Retirement Wealth Solutions LLC History No change 31 4 0.0% 0.0% 800 0 0.0% Q1 2026 Apr 07, 2026
Key Capital Management, INC History Reduced 24 3 0.0% 0.05% 804 -289 -92.33% Q1 2026 May 07, 2026
Coston, McIsaac & Partners History No change 22 3 0.0% 0.0% 802 0 0.0% Q1 2026 Apr 22, 2026
Pandora Wealth, Inc. History No change 26 3 0.0% 0.0% 803 0 0.0% Q4 2025 Feb 04, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 23 3 0.0% 0.0% 805 0 0.0% Q1 2026 May 14, 2026
Davis Capital Management History Reduced 18 2 0.0% 0.0% 808 -6 -25.0% Q1 2026 Apr 16, 2026
GHP Investment Advisors, Inc. History No change 20 2 0.0% 0.0% 806 0 0.0% Q1 2026 Apr 21, 2026
Glassman Wealth Services History No change 17 2 0.0% 0.0% 807 0 0.0% Q1 2026 May 04, 2026
Robbins Farley History No change 16 2 0.0% 0.0% 809 0 0.0% Q1 2026 Apr 17, 2026
Raleigh Capital Management Inc. History New 14 1 0.0% — 815 +14 New Q1 2026 Apr 28, 2026
Financial Life Planners History New 7 1 0.0% — 816 +7 New Q1 2026 Apr 24, 2026
Wilmington Savings Fund Society, FSB History No change 11 1 0.0% 0.0% 810 0 0.0% Q1 2026 Apr 30, 2026
Hurley Capital, LLC History No change 10 1 0.0% 0.0% 811 0 0.0% Q1 2026 May 06, 2026
TSFG, LLC History No change 6 1 0.0% 0.0% 812 0 0.0% Q1 2026 Apr 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 11 1 0.0% 0.0% 813 0 0.0% Q4 2025 Feb 05, 2026
Covestor Ltd History No change 6 1 0.0% 0.0% 814 0 0.0% Q1 2026 May 05, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.06% — -116,976 -100.0% Q1 2026 May 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Closed out 0 0 — 0.06% — -63,500 -100.0% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.15% — -58,080 -100.0% Q1 2026 Apr 29, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.15% — -46,600 -100.0% Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Closed out 0 0 — 0.0% — -36,286 -100.0% Q1 2026 May 14, 2026
TrueWealth Financial Partners History Closed out 0 0 — 3.14% — -25,546 -100.0% Q1 2026 May 20, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -20,682 -100.0% Q1 2026 May 12, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.09% — -18,900 -100.0% Q1 2026 May 01, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -17,600 -100.0% Q1 2026 May 14, 2026
GFS Advisors, LLC History Closed out 0 0 — 0.24% — -13,500 -100.0% Q1 2026 Apr 30, 2026
Banco BTG Pactual S.A. History Closed out 0 0 — 0.33% — -13,051 -100.0% Q1 2026 May 12, 2026
StoneX Group Inc. History Closed out 0 0 — 0.05% — -7,012 -100.0% Q1 2026 May 14, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.04% — -5,879 -100.0% Q1 2026 May 12, 2026
Rothschild Wealth LLC History Closed out 0 0 — 0.07% — -5,009 -100.0% Q1 2026 May 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -3,515 -100.0% Q1 2026 Apr 21, 2026
Payne Capital LLC History Closed out 0 0 — 0.46% — -3,052 -100.0% Q1 2026 Apr 20, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -2,785 -100.0% Q1 2026 May 15, 2026
Kestra Investment Management, LLC History Closed out 0 0 — 0.01% — -2,209 -100.0% Q1 2026 May 11, 2026
Procyon Advisors, LLC History Closed out 0 0 — 0.02% — -2,148 -100.0% Q1 2026 May 04, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 — 0.03% — -2,092 -100.0% Q1 2026 May 15, 2026
Atlas Private Wealth Advisors History Closed out 0 0 — 0.07% — -2,083 -100.0% Q1 2026 Apr 23, 2026
Worth Financial Advisory Group, LLC History Closed out 0 0 — 0.15% — -2,080 -100.0% Q1 2026 May 04, 2026
SeaCrest Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,055 -100.0% Q1 2026 Apr 15, 2026
ArborFi Advisors, LLC History Closed out 0 0 — 0.24% — -1,997 -100.0% Q1 2026 Apr 29, 2026
FSA WEALTH PARTNERS, INC. History Closed out 0 0 — 0.11% — -1,976 -100.0% Q1 2026 Apr 27, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -1,853 -100.0% Q1 2026 May 14, 2026
CENTAURUS FINANCIAL, INC. History Closed out 0 0 — 0.01% — -1,833 -100.0% Q1 2026 May 18, 2026
ARQ WEALTH ADVISORS, LLC History Closed out 0 0 — 0.07% — -1,776 -100.0% Q1 2026 May 01, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.01% — -1,598 -100.0% Q1 2026 Apr 23, 2026
Centurion Wealth Management LLC History Closed out 0 0 — 0.05% — -1,515 -100.0% Q1 2026 Apr 10, 2026
Cherry Creek Investment Advisors, Inc. History Closed out 0 0 — 0.09% — -1,488 -100.0% Q1 2026 Apr 30, 2026
Clark Capital Management Group, Inc. History Closed out 0 0 — 0.0% — -1,475 -100.0% Q1 2026 May 15, 2026
Alta Wealth Advisors LLC History Closed out 0 0 — 0.07% — -1,402 -100.0% Q1 2026 May 04, 2026
NOVUS ADVISORS, LLC History Closed out 0 0 — 0.46% — -1,395 -100.0% Q1 2026 Apr 27, 2026
Hobart Private Capital, LLC History Closed out 0 0 — 0.04% — -1,394 -100.0% Q1 2026 Apr 07, 2026
Valtrion Capital Management, LLC History Closed out 0 0 — 0.2% — -1,373 -100.0% Q1 2026 May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.01% — -1,365 -100.0% Q1 2026 Apr 21, 2026
Edgestream Partners, L.P. History Closed out 0 0 — 0.01% — -1,363 -100.0% Q1 2026 May 18, 2026
Jackson Wealth Management, LLC History Closed out 0 0 — 0.02% — -1,359 -100.0% Q1 2026 May 11, 2026
OARSMAN CAPITAL, INC. History Closed out 0 0 — 0.03% — -1,352 -100.0% Q1 2026 Apr 27, 2026
Navalign, LLC History Closed out 0 0 — 0.04% — -1,079 -100.0% Q1 2026 Apr 29, 2026
Camelot Portfolios, LLC History Closed out 0 0 — 0.02% — -329 -100.0% Q1 2026 May 08, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.01% — -280 -100.0% Q1 2026 May 11, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -222 -100.0% Q1 2026 May 01, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -168 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -168 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -133 -100.0% Q1 2026 May 04, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 — 0.02% — -77 -100.0% Q1 2026 May 01, 2026
Cordgrass Capital Advisors, LLC History Closed out 0 0 — 0.0% — -66 -100.0% Q1 2026 May 07, 2026
Measured Wealth Private Client Group, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q1 2026 May 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q1 2026 Apr 14, 2026
Silver Grove Financial Group, Inc. History New 5 0 — — — +5 New Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — — — -2 -100.0% Q1 2026 May 14, 2026
ATWOOD & PALMER INC History New 1 0 — — — +1 New Q1 2026 Apr 15, 2026
SBI Securities Co., Ltd. History No change 5 0 — — — 0 0.0% Q1 2026 Apr 27, 2026
MASECO LLP History No change 1 0 — — — 0 0.0% Q1 2026 Apr 21, 2026