VANGUARD WORLD FUND - ESGV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 3,606,850 436,284 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD ADVISERS INC History New 3,700,074 415,407 1.63% — 2 +3,700,074 New Q1 2026 May 08, 2026
Wealthfront Advisers LLC History Added to 1,790,108 200,975 0.44% 0.43% 3 +214,530 13.62% Q1 2026 May 05, 2026
MORGAN STANLEY History Reduced 1,680,325 188,650 0.01% 0.01% 4 -387 -0.02% Q1 2026 May 15, 2026
Creative Planning History Added to 1,457,828 163,670 0.11% 0.12% 5 +113,383 8.43% Q1 2026 May 12, 2026
VISA FOUNDATION History No change 1,172,735 131,662 100.0% 100.0% 6 0 0.0% Q1 2026 May 07, 2026
Leo Wealth, LLC History Reduced 692,530 77,750 5.65% 6.09% 7 -1,635 -0.24% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 664,581 74,612 0.02% 0.02% 8 +2,995 0.45% Q1 2026 May 14, 2026
Verde Capital Management History Reduced 607,144 68,164 14.58% 15.69% 9 -1,265 -0.21% Q1 2026 Apr 17, 2026
Betterment LLC History Added to 605,053 67,929 0.13% 0.12% 10 +71,372 13.37% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 577,767 64,865 0.0% 0.0% 11 +12,370 2.19% Q1 2026 May 15, 2026
Stanich Group LLC History Added to 527,621 59,236 45.15% 46.35% 12 +19,498 3.84% Q1 2026 Apr 15, 2026
IMPACTfolio, LLC History Reduced 499,729 56,104 23.84% 25.94% 13 -10,956 -2.15% Q1 2026 Apr 30, 2026
ROYAL BANK OF CANADA History Added to 459,249 51,560 0.01% 0.01% 14 +3,193 0.7% Q1 2026 May 15, 2026
Apella Capital, LLC History Added to 413,715 51,557 0.77% 0.58% 15 +169,130 69.15% Q1 2026 Apr 20, 2026
Baird Financial Group, Inc. History Added to 428,716 48,131 0.08% 0.08% 16 +14,936 3.61% Q1 2026 May 14, 2026
SCS Capital Management LLC History Reduced 390,533 43,845 0.46% 0.5% 17 -2,316 -0.59% Q1 2026 May 11, 2026
Crewe Advisors LLC History Added to 364,577 40,931 3.49% 3.45% 18 +42,169 13.08% Q1 2026 May 07, 2026
Facet Wealth, Inc. History Reduced 359,353 40,344 0.7% 0.81% 19 -13,815 -3.7% Q1 2026 May 07, 2026
Platt Investment Counsel, LLC History Reduced 347,214 38,981 30.01% 35.93% 20 -54,780 -13.63% Q1 2026 Apr 09, 2026
Sellwood Investment Partners LLC History Added to 335,411 37,656 14.84% 15.31% 21 +11,292 3.48% Q1 2026 Apr 23, 2026
MATHER GROUP, LLC. History Added to 290,397 32,602 0.33% 0.35% 22 +5,841 2.05% Q1 2026 Apr 13, 2026
IMA Advisory Services, Inc. History Reduced 272,951 30,644 2.99% 3.17% 23 -30 -0.01% Q1 2026 May 06, 2026
LPL Financial LLC History Added to 260,516 29,248 0.01% 0.01% 24 +2,600 1.01% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 265,787 28,957 0.01% 0.02% 25 +36,744 16.04% Q1 2026 May 15, 2026
UBS Group AG History Reduced 257,097 28,864 0.0% 0.01% 26 -8,414 -3.17% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 255,105 28,635 0.01% 0.01% 27 -4,362 -1.68% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 246,655 27,691 0.0% 0.0% 28 -57,344 -18.86% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 243,177 27,301 0.01% 0.01% 29 -1,601 -0.65% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 240,775 27,031 0.01% 0.01% 30 +57,419 31.32% Q1 2026 May 04, 2026
Garde Capital, Inc. History Added to 237,746 26,691 1.6% 1.66% 31 +6,038 2.61% Q1 2026 Apr 28, 2026
Hanson & Doremus Investment Management History Added to 227,855 25,581 2.94% 3.15% 32 +11,439 5.29% Q1 2026 Apr 17, 2026
Cerity Partners LLC History Reduced 227,103 25,496 0.04% 0.04% 33 -579 -0.25% Q1 2026 May 15, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 212,729 23,883 0.38% 0.39% 34 +12,614 6.3% Q1 2026 May 13, 2026
Cedar Wealth Management, LLC History Reduced 202,272 22,709 6.61% 7.32% 35 -93 -0.05% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 190,194 21,353 0.01% 0.01% 36 +693 0.37% Q1 2026 May 13, 2026
Angeles Investment Advisors, LLC History Added to 186,640 20,954 1.41% 1.4% 37 +13,765 7.96% Q1 2026 Apr 28, 2026
Olde Wealth Management, LLC History Reduced 185,257 20,798 6.58% 6.91% 38 -571 -0.31% Q1 2026 May 12, 2026
Gemmer Asset Management LLC History Added to 183,625 20,615 1.63% 1.66% 39 +5,819 3.27% Q1 2026 Apr 22, 2026
Mariner, LLC History Added to 178,322 20,020 0.02% 0.02% 40 +28,984 19.41% Q1 2026 May 13, 2026
Mill Creek Capital Advisors, LLC History Added to 173,348 19,461 0.4% 0.4% 41 +10,232 6.27% Q1 2026 May 14, 2026
HUB Investment Partners, LLC History Added to 171,091 19,208 0.46% 0.53% 42 +281 0.16% Q1 2026 May 15, 2026
Financial Connections Group, Inc. History Reduced 166,585 18,702 6.5% 7.26% 43 -8,113 -4.64% Q1 2026 May 01, 2026
RWA WEALTH PARTNERS, LLC History Added to 163,900 18,401 0.2% 0.21% 44 +7,395 4.73% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Reduced 163,408 18,345 0.02% 0.02% 45 -10,451 -6.01% Q1 2026 May 05, 2026
REGATTA CAPITAL GROUP, LLC History Added to 160,397 18,007 2.73% 2.78% 46 +8,332 5.48% Q1 2026 Apr 15, 2026
LifeGuide Financial Advisors, LLC History Added to 155,652 17,475 5.59% 5.94% 47 +7,841 5.3% Q1 2026 Apr 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 153,339 17,215 0.02% 0.03% 48 -5,295 -3.34% Q1 2026 Apr 27, 2026
Human Investing LLC History Added to 151,472 17,005 2.48% 2.49% 49 +5,569 3.82% Q1 2026 May 07, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 148,097 16,626 10.8% 11.52% 50 +483 0.33% Q1 2026 Apr 29, 2026
Orgel Wealth Management, LLC History Added to 138,135 15,508 0.33% 0.34% 51 +10,246 8.01% Q1 2026 Apr 07, 2026
Focus Partners Wealth History Added to 136,319 15,386 0.02% 0.02% 52 +4,550 3.45% Q1 2026 May 14, 2026
Caprock Group, LLC History Reduced 135,900 15,257 0.37% 0.39% 53 -16,665 -10.92% Q1 2026 May 11, 2026
Diversified Portfolios, Inc. History Added to 130,513 14,652 1.2% 1.26% 54 +4,908 3.91% Q1 2026 May 06, 2026
Harpswell Capital Advisors, LLC History Added to 128,550 14,432 10.75% 12.04% 55 +3,000 2.39% Q1 2026 Apr 10, 2026
Beacon Pointe Advisors, LLC History Added to 123,311 13,844 0.07% 0.08% 56 +32,168 35.29% Q1 2026 May 15, 2026
Composition Wealth, LLC History Reduced 120,791 13,561 0.19% 0.21% 57 -2,126 -1.73% Q1 2026 Apr 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 114,352 12,838 0.03% 0.04% 58 +2,584 2.31% Q1 2026 Apr 30, 2026
One Day In July LLC History Added to 111,749 12,546 1.0% 1.05% 59 +6,222 5.9% Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 106,695 11,978 0.01% 0.01% 60 +3,392 3.28% Q1 2026 May 07, 2026
SageView Advisory Group, LLC History No change 98,416 11,904 0.4% 0.4% 61 0 0.0% Q4 2025 Feb 17, 2026
Farrell Financial LLC History Reduced 98,723 11,083 6.62% 7.13% 62 -1,198 -1.2% Q1 2026 Apr 13, 2026
Cresset Asset Management, LLC History Added to 92,957 10,436 0.05% 0.05% 63 +738 0.8% Q1 2026 May 15, 2026
Prime Buchholz LLC History Reduced 92,675 10,404 5.44% 12.46% 64 -80,773 -46.57% Q1 2026 May 14, 2026
Sanchez Levi Garrett History New 90,921 10,207 6.4% — 65 +90,921 New Q1 2026 May 15, 2026
AMG National Trust Bank History Added to 87,266 9,797 0.21% 0.23% 66 +5,180 6.31% Q1 2026 May 04, 2026
CIBC Bancorp USA Inc. History New 86,626 9,673 0.01% — 67 +86,626 New Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Added to 83,124 9,332 0.03% 0.03% 68 +2,966 3.7% Q1 2026 May 08, 2026
Pathstone Holdings, LLC History No change 81,227 9,119 0.04% 0.04% 69 0 0.0% Q1 2026 May 11, 2026
Boston Standard Wealth Management, LLC History Added to 79,172 8,963 1.47% 1.58% 70 +47 0.06% Q1 2026 Apr 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 78,747 8,840 0.01% 0.01% 71 +1,884 2.45% Q1 2026 May 15, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 77,095 8,655 0.99% 1.13% 72 -4,293 -5.27% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 74,580 8,373 0.0% 0.0% 73 -7,488 -9.12% Q1 2026 May 11, 2026
ST GERMAIN D J CO INC History Added to 71,250 7,999 0.32% 0.33% 74 +1,753 2.52% Q1 2026 Apr 13, 2026
Relyea Zuckerberg Hanson LLC History Reduced 69,148 7,763 0.78% 0.85% 75 -311 -0.45% Q1 2026 Apr 30, 2026
New Covenant Trust Company, N.A. History Added to 68,571 7,698 6.87% 7.23% 76 +2,343 3.54% Q1 2026 Apr 17, 2026
EVOKE WEALTH, LLC History Added to 66,700 7,488 0.13% 0.15% 77 +46 0.07% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 65,169 7,318 0.01% 0.01% 78 -6,385 -8.92% Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 63,621 7,138 0.04% 0.05% 79 +172 0.27% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 63,865 6,934 0.0% 0.0% 80 -9,867 -13.38% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 61,496 6,904 0.0% 0.0% 81 +14,034 29.57% Q1 2026 May 05, 2026
Cetera Investment Advisers History Added to 60,627 6,806 0.01% 0.01% 82 +633 1.06% Q1 2026 May 13, 2026
BSW Wealth Partners History Reduced 59,600 6,691 0.82% 0.87% 83 -502 -0.84% Q1 2026 Apr 14, 2026
Financial Engines Advisors L.L.C. History Added to 59,166 6,642 0.01% 0.01% 84 +3,127 5.58% Q1 2026 May 14, 2026
Pearl Planning LLC History Added to 58,628 6,582 3.52% 4.21% 85 +1,668 2.93% Q1 2026 Apr 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 51,103 6,436 0.08% 0.05% 86 +18,390 56.22% Q1 2026 May 06, 2026
LIBRA WEALTH LLC History Added to 53,524 6,009 1.69% 1.8% 87 +392 0.74% Q1 2026 Apr 28, 2026
Paragon Capital Management Ltd History Added to 52,609 5,906 1.24% 1.08% 88 +7,870 17.59% Q1 2026 Apr 15, 2026
Charter Oak Capital Management, LLC History Reduced 52,582 5,903 0.46% 0.49% 89 -395 -0.75% Q1 2026 Apr 24, 2026
EQ LLC History Reduced 50,323 5,649 1.59% 1.89% 90 -3,755 -6.94% Q1 2026 May 06, 2026
Atlas Legacy Advisors, LLC History Added to 47,595 5,343 0.97% 1.0% 91 +388 0.82% Q1 2026 May 11, 2026
D.A. DAVIDSON & CO. History Reduced 47,207 5,300 0.03% 0.04% 92 -979 -2.03% Q1 2026 May 05, 2026
US BANCORP \DE\ History Reduced 46,703 5,243 0.01% 0.01% 93 -295 -0.63% Q1 2026 May 14, 2026
Palisades Hudson Asset Management, L.P. History Added to 46,652 5,238 2.04% 1.93% 94 +5,513 13.4% Q1 2026 May 07, 2026
White Lighthouse Investment Management Inc. History Added to 46,625 5,234 0.73% 0.76% 95 +1,332 2.94% Q1 2026 May 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 46,487 5,219 0.44% 0.46% 96 +1,179 2.6% Q1 2026 Apr 20, 2026
Banco Santander, S.A. History Added to 43,500 4,883 0.04% 0.03% 97 +6,200 16.62% Q1 2026 May 08, 2026
Atlantic Private Wealth, LLC History Added to 43,089 4,837 3.16% 3.28% 98 +662 1.56% Q1 2026 May 08, 2026
Soundwatch Capital LLC History Added to 39,098 4,389 0.55% 0.72% 99 +489 1.27% Q1 2026 May 05, 2026
Corient Private Wealth LLC History Added to 39,116 4,373 0.01% 0.01% 100 +1,524 4.05% Q1 2026 May 15, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 38,914 4,368 0.76% 0.81% 101 +1,349 3.59% Q1 2026 May 05, 2026
Freestone Capital Holdings, LLC History Reduced 38,453 4,317 0.13% 0.14% 102 -916 -2.33% Q1 2026 May 13, 2026
Sageworth Trust Co History Added to 37,613 4,222 0.18% 0.18% 103 +2,036 5.72% Q1 2026 Apr 29, 2026
PFG Investments, LLC History Added to 36,984 4,152 0.19% 0.21% 104 +88 0.24% Q1 2026 Apr 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 36,783 4,129 0.06% 0.08% 105 +4,422 13.66% Q1 2026 May 15, 2026
New England Private Wealth Advisors LLC History Added to 36,500 4,097 0.47% 0.52% 106 +2,077 6.03% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Added to 35,826 4,058 0.04% 0.05% 107 +547 1.55% Q1 2026 Apr 07, 2026
Ashford Advisors, LLC History Reduced 35,896 4,030 0.94% 4.51% 108 -134,347 -78.91% Q1 2026 May 05, 2026
Stonehearth Capital Management, LLC History Reduced 35,631 4,000 1.58% 1.62% 109 -654 -1.8% Q1 2026 Apr 17, 2026
Brooklyn FI, LLC History Reduced 35,296 3,962 0.83% 0.92% 110 -266 -0.75% Q1 2026 May 11, 2026
McClarren Financial Advisors, Inc. History Added to 34,352 3,856 2.28% 2.47% 111 +25,837 303.43% Q1 2026 Apr 16, 2026
FIRST HORIZON CORP History No change 33,939 3,810 0.16% 0.18% 112 0 0.0% Q1 2026 Apr 30, 2026
Private Advisor Group, LLC History Added to 33,699 3,783 0.02% 0.02% 113 +1,502 4.67% Q1 2026 Apr 24, 2026
MML INVESTORS SERVICES, LLC History Reduced 33,127 3,719 0.01% 0.01% 114 -750 -2.21% Q1 2026 May 04, 2026
CHOREO, LLC History Added to 32,844 3,687 0.05% 0.05% 115 +3,394 11.52% Q1 2026 May 12, 2026
Lido Advisors, LLC History Reduced 32,790 3,681 0.01% 0.01% 116 -745 -2.22% Q1 2026 May 13, 2026
RETIREMENT CAPITAL STRATEGIES History Reduced 32,300 3,626 1.37% 1.47% 117 -490 -1.49% Q1 2026 May 14, 2026
Well Done, LLC History Reduced 32,249 3,620 0.53% 0.58% 118 -69 -0.21% Q1 2026 Apr 14, 2026
Koshinski Asset Management, Inc. History Reduced 31,635 3,551 0.22% 0.25% 119 -100 -0.32% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History Reduced 30,308 3,402 0.05% 0.05% 120 -1 -0.0% Q1 2026 May 14, 2026
Trademark Financial Management, LLC History Reduced 30,132 3,382 1.66% 2.02% 121 -266 -0.88% Q1 2026 Apr 27, 2026
Valmark Advisers, Inc. History Added to 29,977 3,365 0.04% 0.04% 122 +1,510 5.3% Q1 2026 May 01, 2026
Vanguard National Trust Co History New 29,933 3,360 0.21% — 123 +29,933 New Q1 2026 May 08, 2026
Mallini Complete Financial Planning LLC History Added to 29,379 3,298 2.61% 2.67% 124 +1,931 7.04% Q1 2026 Apr 13, 2026
Haverford Trust Co History Added to 29,300 3,289 0.03% 0.03% 125 +337 1.16% Q1 2026 May 11, 2026
WHITTIER TRUST CO History Reduced 28,585 3,258 0.04% 0.04% 126 -21 -0.07% Q1 2026 Apr 28, 2026
Modera Wealth Management, LLC History Reduced 28,106 3,155 0.04% 0.04% 127 -954 -3.28% Q1 2026 May 06, 2026
Hamrick Investment Counsel, llc History Added to 28,036 3,147 1.74% 2.34% 128 +2,064 7.95% Q1 2026 May 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 27,043 3,036 0.19% 0.21% 129 -916 -3.28% Q1 2026 Apr 14, 2026
Affinity Capital Advisors, LLC History Reduced 26,882 3,018 0.42% 0.46% 130 -319 -1.17% Q1 2026 Apr 13, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 26,069 2,926 1.0% 2.21% 131 -19,607 -42.93% Q1 2026 May 14, 2026
Westfuller Advisors, LLC History Reduced 25,860 2,903 1.25% 2.35% 132 -22,163 -46.15% Q1 2026 Apr 28, 2026
FMR LLC History Added to 25,388 2,850 0.0% 0.0% 133 +2,226 9.61% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 25,201 2,829 0.0% 0.0% 134 +634 2.58% Q1 2026 May 12, 2026
Topel & Distasi Wealth Management, LLC History Reduced 25,198 2,828 1.46% 1.58% 135 -1,536 -5.75% Q1 2026 May 06, 2026
CGN Advisors LLC History Added to 25,152 2,823 0.22% 0.23% 136 +1,583 6.72% Q1 2026 Apr 13, 2026
Wealth Group Ltd History Added to 25,119 2,820 0.64% 0.65% 137 +973 4.03% Q1 2026 Apr 10, 2026
FIDUCIARY TRUST CO History Reduced 24,882 2,793 0.03% 0.03% 138 -63 -0.25% Q1 2026 May 15, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 24,828 2,787 0.06% 0.08% 139 -7,904 -24.15% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 24,662 2,768 0.02% 0.02% 140 +74 0.3% Q1 2026 Apr 30, 2026
DAVIS R M INC History Reduced 24,177 2,714 0.05% 0.05% 141 -457 -1.86% Q1 2026 May 13, 2026
Strategic Point Investment Advisors, LLC History Reduced 23,710 2,661 0.39% 0.4% 142 -450 -1.86% Q1 2026 Apr 23, 2026
Fingerlakes Wealth Management, Inc. History Added to 22,661 2,544 1.69% 1.68% 143 +763 3.48% Q1 2026 Apr 21, 2026
Armbruster Capital Management, Inc. History Added to 22,492 2,525 0.41% 0.45% 144 +99 0.44% Q1 2026 Apr 21, 2026
ATMOS ADVISORY, LLC History Reduced 22,406 2,515 1.43% 1.69% 145 -1,647 -6.85% Q1 2026 Apr 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 22,061 2,501 0.01% 0.0% 146 -5,087 -18.74% Q1 2026 Apr 08, 2026
EP Wealth Advisors, LLC History Reduced 22,188 2,491 0.01% 0.02% 147 -2,551 -10.31% Q1 2026 May 14, 2026
PROFFITT & GOODSON INC History Added to 21,867 2,455 0.38% 0.35% 148 +981 4.7% Q1 2026 May 06, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 20,283 2,453 0.16% 0.16% 149 0 0.0% Q4 2025 Jan 27, 2026
Davis Wealth Advisors, LLC History Added to 21,556 2,420 2.01% 2.11% 150 +631 3.02% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Added to 20,821 2,337 0.04% 0.05% 151 +12 0.06% Q1 2026 Apr 10, 2026
Clarity Asset Management, Inc. History Reduced 20,535 2,305 1.17% 12.32% 152 -164,608 -88.91% Q1 2026 May 04, 2026
MAYPORT, LLC History No change 20,328 2,282 0.42% 0.5% 153 0 0.0% Q1 2026 Apr 21, 2026
TRUIST FINANCIAL CORP History Added to 20,186 2,266 0.0% 0.0% 154 +514 2.61% Q1 2026 Apr 27, 2026
NORTHERN TRUST CORP History No change 19,997 2,245 0.0% 0.0% 155 0 0.0% Q1 2026 May 14, 2026
NewEdge Wealth, LLC History No change 19,620 2,202 0.03% 0.03% 156 0 0.0% Q1 2026 May 13, 2026
Bell Investment Advisors, Inc History Added to 19,524 2,191 0.34% 0.34% 157 +1,550 8.62% Q1 2026 Apr 17, 2026
Wedmont Private Capital History Reduced 18,566 2,177 0.07% 0.08% 158 -593 -3.1% Q1 2026 Apr 09, 2026
Laurel Wealth Planning LLC History Added to 19,382 2,176 1.15% 1.3% 159 +6 0.03% Q1 2026 Apr 23, 2026
Glenview Trust Co History Added to 19,297 2,166 0.03% 0.03% 160 +845 4.58% Q1 2026 May 08, 2026
Summit Wealth Group, LLC History Reduced 19,193 2,154 0.49% 0.56% 161 -622 -3.14% Q1 2026 May 04, 2026
WEBSTER BANK, N. A. History No change 18,904 2,122 0.2% 0.21% 162 0 0.0% Q1 2026 Apr 17, 2026
West Financial Advisors, LLC History Reduced 18,660 2,094 0.36% 0.38% 163 -58 -0.31% Q1 2026 Apr 08, 2026
EQUITABLE TRUST CO History No change 18,528 2,080 0.1% 0.1% 164 0 0.0% Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 17,890 2,008 0.0% 0.0% 165 +11,640 186.24% Q1 2026 May 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 17,563 2,002 0.04% 0.04% 166 0 0.0% Q1 2026 Apr 28, 2026
Tortoise Investment Management, LLC History Added to 17,526 1,967 0.16% 0.18% 167 +628 3.72% Q1 2026 May 05, 2026
Arjuna Capital History Added to 17,475 1,961 0.5% 0.51% 168 +120 0.69% Q1 2026 May 06, 2026
Addison Advisors LLC History Reduced 17,442 1,958 0.43% 0.47% 169 -35 -0.2% Q1 2026 May 08, 2026
Parallel Advisors, LLC History Reduced 17,353 1,948 0.03% 0.08% 170 -17,033 -49.53% Q1 2026 May 07, 2026
SAPIENT CAPITAL LLC History Reduced 17,094 1,919 0.03% 0.04% 172 -7,455 -30.37% Q1 2026 Apr 08, 2026
Cornerstone Wealth Management, LLC History Reduced 17,094 1,919 0.1% 0.11% 171 -804 -4.49% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 15,424 1,865 0.0% 0.0% 173 0 0.0% Q4 2025 Feb 12, 2026
Thayer Partners, LLC / MA History Added to 16,465 1,848 0.88% 0.96% 174 +144 0.88% Q1 2026 May 05, 2026
Skyline Advisors, Inc. History Reduced 16,418 1,843 0.64% 0.67% 175 -92 -0.56% Q1 2026 Apr 20, 2026
WealthCollab, LLC History Added to 16,380 1,838 0.76% 0.8% 176 +127 0.78% Q1 2026 May 13, 2026
Northland Capital Management LLC History Reduced 16,349 1,835 1.0% 1.12% 177 -168 -1.02% Q1 2026 Apr 21, 2026
Mesirow Financial Investment Management, Inc. History Added to 16,234 1,822 0.03% 0.02% 178 +6,684 69.99% Q1 2026 Apr 21, 2026
EVERETT HARRIS & CO /CA/ History No change 16,000 1,796 0.02% 0.02% 179 0 0.0% Q1 2026 May 08, 2026
Farnam Financial LLC History Reduced 15,619 1,753 1.44% 1.52% 180 -1,102 -6.59% Q1 2026 Apr 27, 2026
UMB Bank, n.a. History No change 15,562 1,747 0.02% 0.03% 181 0 0.0% Q1 2026 May 11, 2026
Neuberger Berman Group LLC History Reduced 15,418 1,730 0.0% 0.01% 182 -40,509 -72.43% Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History No change 15,370 1,725 0.04% 0.04% 183 0 0.0% Q1 2026 Apr 30, 2026
BROWN ADVISORY INC History Added to 15,312 1,719 0.0% 0.0% 184 +252 1.67% Q1 2026 May 15, 2026
Robertson Stephens Wealth Management, LLC History Reduced 15,124 1,697 0.05% 0.05% 185 -533 -3.4% Q1 2026 Apr 28, 2026
Selective Wealth Management, Inc. History Added to 13,594 1,694 0.5% 0.51% 186 +96 0.71% Q1 2026 Apr 30, 2026
Silver Oak Advisory Group, Inc. History Added to 15,026 1,686 0.73% 0.74% 187 +1,542 11.44% Q1 2026 May 01, 2026
Wealth Analytics Partners, LLC History Reduced 15,025 1,686 0.69% 0.71% 188 -54 -0.36% Q1 2026 May 15, 2026
M&T BANK CORP History No change 14,967 1,680 0.01% 0.01% 189 0 0.0% Q1 2026 May 12, 2026
Strategic Financial Planning, Inc. History New 21,237 1,679 0.98% — 190 +21,237 New Q1 2026 May 14, 2026
Scott Capital Advisors, LLC History Added to 14,032 1,654 0.34% 0.35% 191 +924 7.05% Q1 2026 Apr 15, 2026
Wingate Wealth Advisors, Inc. History Added to 14,553 1,633 0.87% 0.98% 192 +38 0.26% Q1 2026 May 01, 2026
Smithfield Trust Co History Added to 14,491 1,629 0.07% 0.08% 193 +99 0.69% Q1 2026 May 08, 2026
Johnson Bixby & Associates, LLC History Reduced 14,452 1,622 0.2% 0.24% 194 -1,484 -9.31% Q1 2026 Apr 16, 2026
Sanctuary Advisors, LLC History Added to 14,309 1,606 0.01% 0.01% 195 +183 1.3% Q1 2026 May 05, 2026
Burkett Asset Management Ltd History No change 14,250 1,599 1.58% 1.74% 196 0 0.0% Q1 2026 May 05, 2026
Merit Financial Group, LLC History Reduced 14,159 1,589 0.01% 0.02% 198 -3,661 -20.54% Q1 2026 Apr 15, 2026
BAILARD, INC. History Added to 14,158 1,589 0.04% 0.03% 197 +1,522 12.04% Q1 2026 May 11, 2026
Savant Capital, LLC History Added to 14,148 1,588 0.01% 0.01% 199 +4,402 45.17% Q1 2026 May 04, 2026
Values Added Financial LLC History Added to 14,115 1,584 0.67% 0.72% 200 +6 0.04% Q1 2026 Apr 20, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 13,968 1,568 0.27% 0.3% 201 +235 1.71% Q1 2026 Apr 08, 2026
Rock Point Advisors, LLC History Added to 13,765 1,545 0.42% 0.4% 202 +565 4.28% Q1 2026 May 14, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 13,755 1,544 0.89% 0.91% 203 -52 -0.38% Q1 2026 May 15, 2026
Weil Company, Inc. History Added to 13,745 1,543 0.35% 0.38% 204 +3 0.02% Q1 2026 Apr 15, 2026
CWM, LLC History Added to 13,492 1,514 0.0% 0.0% 205 +167 1.25% Q1 2026 May 14, 2026
Joel Isaacson & Co., LLC History Added to 13,119 1,472 0.05% 0.05% 206 +295 2.3% Q1 2026 Apr 22, 2026
M Holdings Securities, Inc. History Added to 11,351 1,467 0.1% 0.1% 207 +17 0.15% Q1 2026 May 12, 2026
Shepherd Financial Partners LLC History No change 12,933 1,451 0.14% 0.14% 208 0 0.0% Q1 2026 May 11, 2026
Ervin Investment Management, LLC History Added to 12,828 1,440 0.84% 0.8% 209 +957 8.06% Q1 2026 Apr 08, 2026
Clearstead Advisors, LLC History Added to 12,706 1,426 0.01% 0.0% 210 +11,765 1250.27% Q1 2026 May 06, 2026
Snowden Capital Advisors LLC History Reduced 12,610 1,415 0.04% 0.04% 211 -116 -0.91% Q1 2026 May 14, 2026
McLean Asset Management Corp History Added to 12,589 1,413 0.25% 0.24% 212 +1,389 12.4% Q1 2026 Apr 22, 2026
Fifth Third Wealth Advisors LLC History No change 12,580 1,412 0.05% 0.05% 213 0 0.0% Q1 2026 Apr 17, 2026
Towerpoint Wealth, LLC History Reduced 12,543 1,408 0.57% 0.6% 214 -59 -0.47% Q1 2026 Apr 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,386 1,391 0.0% 0.0% 215 -54 -0.43% Q1 2026 May 01, 2026
Pine Harbor Wealth Management, LLC History Reduced 12,372 1,389 0.42% 0.46% 216 -15 -0.12% Q1 2026 Apr 28, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 12,362 1,387 0.25% 0.27% 217 -98 -0.79% Q1 2026 Apr 29, 2026
Napier Financial, LLC History Reduced 12,292 1,380 0.32% 0.4% 218 -838 -6.38% Q1 2026 May 05, 2026
OKABENA INVESTMENT SERVICES INC History Added to 12,252 1,375 0.26% 0.18% 219 +4,647 61.1% Q1 2026 May 15, 2026
BEACON FINANCIAL PLANNING, INC History Added to 12,251 1,375 0.53% 0.71% 220 +32 0.26% Q1 2026 Apr 22, 2026
Federation des caisses Desjardins du Quebec History Added to 12,084 1,356 0.0% 0.01% 221 +633 5.53% Q1 2026 May 13, 2026
Compound Planning, Inc. History Reduced 11,783 1,322 0.04% 0.04% 222 -795 -6.32% Q1 2026 May 14, 2026
Arbor Investment Advisors, LLC History Added to 11,420 1,282 0.17% 0.18% 223 +210 1.87% Q1 2026 Apr 28, 2026
Balanced Rock Investment Advisors LLC History Added to 11,416 1,281 0.9% 0.96% 224 +267 2.39% Q1 2026 May 13, 2026
Bell Bank History Added to 11,241 1,262 0.05% 0.03% 225 +5,994 114.24% Q1 2026 Apr 23, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 11,153 1,252 0.1% 0.1% 226 -128 -1.13% Q1 2026 Apr 17, 2026
Chemistry Wealth Management LLC History No change 10,827 1,215 0.21% 0.24% 227 0 0.0% Q1 2026 Apr 09, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 10,803 1,212 0.13% 0.15% 229 -450 -4.0% Q1 2026 May 12, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 10,803 1,212 0.09% 0.09% 228 +90 0.84% Q1 2026 Apr 28, 2026
SEEDS INVESTOR LLC History No change 9,735 1,179 0.16% 0.23% 230 0 0.0% Q1 2026 May 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 10,461 1,173 0.01% 0.02% 231 -358 -3.31% Q1 2026 May 13, 2026
Brickley Wealth Management History Reduced 10,408 1,168 0.2% 0.22% 232 -462 -4.25% Q1 2026 May 04, 2026
Joel Adams & Associates, Inc. History Added to 10,202 1,145 0.85% 0.84% 233 +945 10.21% Q1 2026 Apr 20, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 10,093 1,133 0.33% 0.32% 234 +1,447 16.74% Q1 2026 Apr 20, 2026
Larson Financial Group LLC History Reduced 10,027 1,125 0.04% 0.04% 235 -811 -7.48% Q1 2026 May 15, 2026
Xena Financial Planning, LLC History Reduced 9,950 1,117 1.26% 1.42% 236 -44 -0.44% Q1 2026 Apr 14, 2026
Stratos Wealth Partners, LTD. History Added to 9,853 1,106 0.01% 0.01% 237 +1,159 13.33% Q1 2026 Apr 28, 2026
Townsend Financial Planning, LLC History No change 9,847 1,105 1.07% 1.19% 238 0 0.0% Q1 2026 Apr 28, 2026
Bragg Financial Advisors, Inc History Added to 9,813 1,101 0.03% 0.04% 239 +337 3.56% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 9,756 1,095 0.0% 0.0% 240 +1,581 19.34% Q1 2026 May 14, 2026
HBK Sorce Advisory LLC History Added to 8,379 1,090 0.02% 0.02% 241 +37 0.44% Q1 2026 May 11, 2026
Jefferies Financial Group Inc. History Reduced 9,660 1,084 0.01% 0.01% 242 -153 -1.56% Q1 2026 May 07, 2026
Fortress Financial Solutions, LLC History Added to 9,614 1,079 1.13% 1.14% 243 +435 4.74% Q1 2026 May 04, 2026
BlackRock, Inc. History Added to 9,514 1,068 0.0% 0.0% 244 +9,018 1818.15% Q1 2026 May 13, 2026
World Investment Advisors History Reduced 9,437 1,059 0.02% 0.02% 246 -7 -0.07% Q1 2026 Apr 27, 2026
Forvis Mazars Wealth Advisors, LLC History No change 9,436 1,059 0.02% 0.02% 245 0 0.0% Q1 2026 May 01, 2026
Clearview Wealth Advisors LLC History No change 8,758 1,059 0.67% 0.67% 247 0 0.0% Q4 2025 Feb 17, 2026
GGM Financial LLC History New 9,429 1,058 0.49% — 248 +9,429 New Q1 2026 May 11, 2026
Central Pacific Bank - Trust Division History No change 9,407 1,056 0.13% 0.14% 249 0 0.0% Q1 2026 Apr 07, 2026
Waverly Advisors, LLC History Reduced 9,391 1,054 0.01% 0.01% 250 -1,096 -10.45% Q1 2026 May 15, 2026
MAI Capital Management History Added to 9,370 1,051 0.01% 0.01% 251 +537 6.08% Q1 2026 May 15, 2026
Family CFO Inc History No change 9,364 1,051 0.47% 0.51% 252 0 0.0% Q1 2026 Apr 28, 2026
ANB BANK History Reduced 9,327 1,047 0.42% 0.47% 253 -523 -5.31% Q1 2026 May 06, 2026
WEDBUSH SECURITIES INC History Reduced 9,269 1,041 0.03% 0.04% 254 -781 -7.77% Q1 2026 Apr 21, 2026
Wealthspire Advisors, LLC History Added to 9,253 1,038 0.01% 0.01% 255 +337 3.78% Q1 2026 May 01, 2026
Greenspring Advisors, LLC History No change 9,130 1,025 0.06% 0.07% 256 0 0.0% Q1 2026 May 04, 2026
PFG Advisors History Reduced 9,041 1,015 0.05% 0.05% 257 -128 -1.4% Q1 2026 May 05, 2026
IFG Advisors, LLC History Added to 8,996 1,009 0.17% 0.12% 258 +3,021 50.56% Q1 2026 Apr 09, 2026
Sageworth Trust Co of South Dakota History No change 8,936 1,003 0.79% 0.88% 259 0 0.0% Q1 2026 Apr 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 8,920 1,001 0.02% 0.02% 260 -308 -3.34% Q1 2026 May 11, 2026
SFM, LLC History Added to 8,895 998 0.6% 0.63% 261 +6 0.07% Q1 2026 Apr 08, 2026
Savvy Advisors, Inc. History Added to 8,872 996 0.03% 0.03% 262 +186 2.14% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 8,856 994 0.0% 0.0% 263 -83 -0.93% Q1 2026 May 15, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 8,834 991 0.14% 0.13% 264 +870 10.92% Q1 2026 May 07, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 8,774 985 0.17% 0.19% 265 +389 4.64% Q1 2026 Apr 17, 2026
Main Street Financial Solutions, LLC History No change 8,128 983 0.07% 0.07% 266 0 0.0% Q4 2025 Feb 17, 2026
My Personal CFO, LLC History Reduced 8,696 976 0.43% 0.47% 267 -602 -6.47% Q1 2026 Apr 21, 2026
LANDAAS & CO /WI /ADV History Reduced 8,624 968 0.21% 0.23% 268 -86 -0.99% Q1 2026 Apr 30, 2026
TRUEFG, LLC History Reduced 8,424 945 0.25% 0.28% 269 -199 -2.31% Q1 2026 Apr 22, 2026
Passive Capital Management, LLC. History Reduced 8,402 943 0.28% 0.32% 270 -118 -1.38% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 8,360 939 0.0% 0.0% 271 -1,132 -11.93% Q1 2026 Apr 22, 2026
Sage Advisory Services, Ltd.Co. History Added to 8,302 932 0.51% 0.43% 272 +1,797 27.62% Q1 2026 May 07, 2026
THOMPSON DAVIS & CO., INC. History No change 8,124 912 0.61% 0.59% 273 0 0.0% Q1 2026 Apr 16, 2026
COZAD ASSET MANAGEMENT INC History No change 7,512 908 0.07% 0.07% 274 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 8,080 907 0.0% 0.0% 275 -1,574 -16.3% Q1 2026 Apr 30, 2026
Brooklyn Investment Group History Reduced 7,958 893 0.03% 0.05% 276 -1,018 -11.34% Q1 2026 Apr 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 7,914 888 0.01% 0.01% 277 -222 -2.73% Q1 2026 May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 7,907 887 0.01% 0.01% 278 -245 -3.01% Q1 2026 May 01, 2026
CJM Wealth Advisers, Ltd. History No change 7,863 882 0.27% 0.28% 279 0 0.0% Q1 2026 Apr 13, 2026
Midwest Trust Co History No change 7,827 878 0.01% 0.01% 280 0 0.0% Q1 2026 May 01, 2026
Cherry Tree Wealth Management, LLC History Reduced 7,803 876 0.19% 0.2% 281 -67 -0.85% Q1 2026 May 05, 2026
Tradition Wealth Management, LLC History Added to 7,715 866 0.06% 0.07% 282 +56 0.73% Q1 2026 May 15, 2026
GOLDEN ROAD ADVISORS LLC History Added to 7,681 862 0.5% 0.52% 283 +169 2.25% Q1 2026 Apr 29, 2026
Van Hulzen Asset Management, LLC History Added to 7,613 854 0.06% 0.03% 284 +3,913 105.76% Q1 2026 May 14, 2026
Rockbridge Investment Management, LCC History Added to 7,590 852 0.08% 0.08% 285 +43 0.57% Q1 2026 May 14, 2026
CM WEALTH ADVISORS LLC History No change 7,547 847 0.18% 0.21% 286 0 0.0% Q1 2026 May 08, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 7,530 845 0.26% 0.28% 287 +19 0.25% Q1 2026 Apr 20, 2026
Equitable Holdings, Inc. History Reduced 7,130 835 0.01% 0.01% 288 -619 -7.99% Q1 2026 May 15, 2026
Csenge Advisory Group History Added to 7,358 826 0.04% 0.04% 289 +19 0.26% Q1 2026 Apr 30, 2026
PECAUT & CO. History Reduced 7,347 824 0.27% 0.33% 290 -1,048 -12.48% Q1 2026 May 11, 2026
May Hill Capital, LLC History Reduced 7,312 820 0.21% 0.27% 291 -1,018 -12.22% Q1 2026 May 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,950 819 0.01% 0.01% 292 0 0.0% Q1 2026 Apr 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 7,250 813 0.08% 0.08% 293 +307 4.42% Q1 2026 Apr 27, 2026
Milestone Investment Advisors LLC History Added to 7,239 812 0.2% 0.21% 294 +206 2.93% Q1 2026 May 05, 2026
Dynamic Advisor Solutions LLC History No change 7,159 803 0.03% 0.03% 295 0 0.0% Q1 2026 Apr 08, 2026
Truepoint, Inc. History Added to 7,098 796 0.02% 0.02% 296 +37 0.52% Q1 2026 May 08, 2026
AlTi Global, Inc. History No change 7,083 795 0.02% 0.02% 297 0 0.0% Q1 2026 May 07, 2026
Empower Advisory Group, LLC History Reduced 7,056 792 0.0% 0.0% 298 -183 -2.53% Q1 2026 May 14, 2026
Millstone Evans Group, LLC History Added to 7,019 788 0.47% 0.34% 299 +2,258 47.43% Q1 2026 Apr 30, 2026
AAF Wealth Management, LLC History New 6,797 763 0.31% — 301 +6,797 New Q1 2026 May 08, 2026
CURIO WEALTH, LLC History No change 6,797 763 0.26% 0.29% 300 0 0.0% Q1 2026 May 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 6,774 760 0.01% 0.01% 302 -1,250 -15.58% Q1 2026 May 15, 2026
Abacus Planning Group, Inc. History Added to 6,711 753 0.1% 0.1% 303 +602 9.85% Q1 2026 Apr 07, 2026
Cadia Private Client LLC History Added to 6,693 751 0.61% 0.64% 304 +11 0.16% Q1 2026 May 20, 2026
TPG Financial Advisors, LLC History Reduced 6,669 748 0.24% 0.29% 305 -612 -8.41% Q1 2026 May 08, 2026
Weinberger Asset Management, Inc History Added to 6,608 741 0.28% 0.15% 306 +3,273 98.14% Q1 2026 May 08, 2026
Avantax Planning Partners, Inc. History No change 6,584 739 0.02% 0.02% 307 0 0.0% Q1 2026 May 04, 2026
Princeton Global Asset Management LLC History Added to 6,550 735 0.12% 0.12% 308 +417 6.8% Q1 2026 Apr 22, 2026
Clarius Group, LLC History No change 5,877 710 0.04% 0.04% 309 0 0.0% Q4 2025 Jan 14, 2026
Symmetry Partners, LLC History Reduced 6,277 704 0.04% 0.05% 310 -62 -0.98% Q1 2026 Apr 27, 2026
Black Diamond Financial, LLC History Reduced 6,120 687 0.07% 0.09% 311 -654 -9.65% Q1 2026 May 05, 2026
Compass Ion Advisors, LLC History Reduced 6,066 681 0.06% 0.07% 312 -270 -4.26% Q1 2026 Apr 13, 2026
ETF Portfolio Partners, Inc. History Added to 6,022 676 0.18% 0.19% 313 +45 0.75% Q1 2026 May 13, 2026
GenTrust, LLC History Reduced 6,018 675 0.03% 0.06% 314 -5,778 -48.98% Q1 2026 Apr 27, 2026
LexAurum Advisors, LLC History New 5,965 669 0.09% — 315 +5,965 New Q1 2026 Apr 13, 2026
Firestone Capital Management History Added to 5,930 665 0.14% 0.15% 316 +16 0.27% Q1 2026 May 08, 2026
Birchwood Financial Partners, Inc. History Added to 5,918 664 0.64% 0.57% 317 +1,167 24.56% Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History Added to 5,914 663 0.02% 0.02% 318 +204 3.57% Q1 2026 May 13, 2026
Financial Alternatives, Inc History Added to 5,912 663 0.36% 0.41% 319 +19 0.32% Q1 2026 May 01, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 5,900 662 0.05% 0.05% 320 0 0.0% Q1 2026 Apr 13, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 5,885 660 0.01% 0.01% 322 -77 -1.29% Q1 2026 Apr 15, 2026
Peirce Capital Management, LLC History Added to 5,881 660 0.26% 0.28% 323 +2 0.03% Q1 2026 Apr 20, 2026
FRG Family Wealth Advisors LLC History No change 5,879 660 0.11% 0.11% 321 0 0.0% Q1 2026 Apr 24, 2026
Factor Wealth Management LTD History Added to 5,799 651 0.12% 0.09% 325 +2,512 76.42% Q1 2026 Apr 20, 2026
Steward Partners Investment Advisory, LLC History Added to 5,801 651 0.0% 0.0% 324 +1,093 23.22% Q1 2026 May 08, 2026
Ameraudi Asset Management, Inc. History No change 5,793 650 0.35% 0.38% 326 0 0.0% Q1 2026 May 15, 2026
Capstone Financial Advisors, Inc. History Added to 5,766 647 0.03% 0.04% 327 +174 3.11% Q1 2026 May 15, 2026
Quantum Financial Planning Services, Inc. History Added to 5,754 646 0.23% 0.24% 328 +180 3.23% Q1 2026 Apr 14, 2026
Chicago Partners Investment Group LLC History Added to 5,135 641 0.01% 0.02% 329 +8 0.16% Q1 2026 May 04, 2026
Andrews Advisory Associates, LLC History Added to 5,677 637 0.34% 0.35% 330 +277 5.13% Q1 2026 May 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 3,216 632 0.0% 0.0% 331 -5,712 -63.98% Q1 2026 May 14, 2026
JNBA Financial Advisors History Reduced 5,624 631 0.05% 0.08% 332 -1,679 -22.99% Q1 2026 Apr 22, 2026
Coston, McIsaac & Partners History Reduced 5,608 629 0.14% 0.17% 333 -492 -8.07% Q1 2026 Apr 22, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History Added to 5,580 626 0.49% 0.2% 334 +3,550 174.88% Q1 2026 May 04, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 5,559 624 0.03% 0.03% 335 +73 1.33% Q1 2026 Apr 21, 2026
Vickerman Investment Advisors, Inc. History Reduced 5,538 621 0.13% 0.17% 336 -1,457 -20.83% Q1 2026 May 12, 2026
Gordian Advisors LLC History Added to 5,501 617 0.41% 0.37% 338 +886 19.2% Q1 2026 Apr 27, 2026
Destination Wealth Management History Reduced 5,503 617 0.02% 0.02% 337 -175 -3.08% Q1 2026 May 15, 2026
Sherman Asset Management, Inc. History Added to 5,478 615 0.57% 0.56% 339 +25 0.46% Q1 2026 May 05, 2026
Cascade Investment Advisors, Inc. History Reduced 5,398 606 0.36% 0.4% 340 -244 -4.32% Q1 2026 Apr 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,341 599 0.01% 0.02% 341 +52 0.98% Q1 2026 May 11, 2026
Keystone Financial Group History No change 5,332 598 0.04% 0.05% 342 0 0.0% Q1 2026 May 13, 2026
TD Waterhouse Canada Inc. History Added to 5,288 596 0.0% 0.0% 343 +1,168 28.35% Q1 2026 May 12, 2026
Confluence Wealth Services, Inc. History Added to 5,287 593 0.02% 0.02% 344 +445 9.19% Q1 2026 May 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 5,243 588 0.0% — 345 +5,243 New Q1 2026 May 12, 2026
Focus Financial Network, Inc. History Reduced 5,182 581 0.02% 0.02% 346 -509 -8.94% Q1 2026 Apr 14, 2026
PDS Planning, Inc History Added to 5,092 571 0.04% 0.04% 347 +270 5.6% Q1 2026 Apr 21, 2026
APPLETON PARTNERS INC/MA History Reduced 5,052 567 0.04% 0.04% 348 -5 -0.1% Q1 2026 Apr 28, 2026
Russell Investments Group, Ltd. History Added to 5,048 566 0.0% 0.0% 349 +4,943 4707.62% Q1 2026 May 08, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 5,004 561 0.03% 0.03% 350 -126 -2.46% Q1 2026 Apr 17, 2026
Rossmore Private Capital History No change 4,998 561 0.05% 0.05% 351 0 0.0% Q1 2026 May 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,995 560 0.0% 0.0% 352 -2 -0.04% Q1 2026 May 08, 2026
ALBION FINANCIAL GROUP /UT History Added to 4,959 556 0.04% 0.01% 353 +3,192 180.65% Q1 2026 Apr 27, 2026
Capital Investment Advisors, LLC History No change 4,918 552 0.01% 0.01% 354 0 0.0% Q1 2026 Apr 17, 2026
Ellevest, Inc. History Added to 4,911 551 0.08% 0.08% 355 +24 0.49% Q1 2026 May 11, 2026
Rockefeller Capital Management L.P. History Added to 4,875 547 0.0% 0.0% 356 +2,025 71.05% Q1 2026 May 14, 2026
RAM Investment Partners, LLC History No change 4,878 547 0.1% 0.11% 357 0 0.0% Q1 2026 May 04, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,839 543 0.03% 0.03% 358 0 0.0% Q1 2026 Apr 30, 2026
Rehmann Capital Advisory Group History Added to 4,809 539 0.03% 0.02% 359 +1,378 40.16% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 4,782 536 0.01% 0.01% 360 +9 0.19% Q1 2026 Apr 20, 2026
FIRST HAWAIIAN BANK History Reduced 4,755 533 0.07% 0.64% 361 -35,019 -88.04% Q1 2026 Apr 13, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 4,696 527 0.13% 0.12% 362 +626 15.38% Q1 2026 Apr 28, 2026
Per Stirling Capital Management, LLC. History Added to 4,693 526 0.06% 0.05% 363 +983 26.5% Q1 2026 May 11, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 4,675 524 0.12% 0.12% 364 -10 -0.21% Q1 2026 Apr 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 4,648 521 0.11% 0.13% 365 -157 -3.27% Q1 2026 Apr 15, 2026
Pathfinder Wealth Consulting, Inc. History No change 4,606 517 0.34% 0.35% 366 0 0.0% Q1 2026 Apr 20, 2026
VSM Wealth Advisory, LLC History Added to 4,574 513 0.15% 0.17% 367 +7 0.15% Q1 2026 May 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,569 512 0.0% 0.0% 368 0 0.0% Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History Reduced 4,545 510 0.01% 0.01% 369 -36 -0.79% Q1 2026 May 04, 2026
Sonoma Private Wealth LLC History Added to 4,502 505 0.62% 0.37% 370 +1,994 79.51% Q1 2026 May 15, 2026
Goldenstone Wealth Management LLC History No change 4,505 505 0.37% 0.41% 371 0 0.0% Q1 2026 May 08, 2026
LRI Investments, LLC History Added to 4,485 503 0.04% 0.04% 372 +40 0.9% Q1 2026 Apr 30, 2026
Florida Trust Wealth Management Co History No change 4,450 499 0.01% 0.01% 373 0 0.0% Q1 2026 May 14, 2026
Bridgewater Advisors Inc. History Reduced 3,817 498 0.03% 0.04% 374 -873 -18.61% Q1 2026 May 14, 2026
Sterling Wealth Management, Inc. History Reduced 4,429 497 0.14% 0.17% 375 -388 -8.05% Q1 2026 May 13, 2026
Pinnacle Financial Group, LLC / IL History Reduced 4,417 495 0.14% 0.16% 376 -54 -1.21% Q1 2026 May 13, 2026
Aureum Wealth Management, LLC History No change 4,400 493 0.34% 0.49% 377 0 0.0% Q1 2026 Apr 22, 2026
COREPATH WEALTH PARTNERS LLC History Added to 4,069 477 0.32% 0.31% 378 +277 7.3% Q1 2026 Apr 10, 2026
Level Financial Advisors History No change 4,225 474 0.12% 0.14% 379 0 0.0% Q1 2026 Apr 10, 2026
Acropolis Investment Management, LLC History Added to 4,220 473 0.02% 0.02% 380 +1,055 33.33% Q1 2026 Apr 09, 2026
Physician Wealth Advisors, Inc. History Reduced 4,179 469 0.07% 0.08% 381 -476 -10.23% Q1 2026 Apr 24, 2026
Downshift Financial, LLC History Added to 3,778 469 0.24% 0.27% 382 +10 0.27% Q1 2026 Apr 29, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 4,174 468 0.08% 0.09% 383 -412 -8.98% Q1 2026 Apr 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 4,146 465 0.03% 0.03% 384 +35 0.85% Q1 2026 Apr 10, 2026
WNY Asset Management, LLC History New 4,087 458 0.05% — 386 +4,087 New Q1 2026 May 22, 2026
Zhang Financial LLC History No change 4,082 458 0.02% 0.02% 385 0 0.0% Q1 2026 May 06, 2026
Wood Tarver Financial Group, LLC History Reduced 4,002 449 0.12% 0.15% 387 -458 -10.27% Q1 2026 May 12, 2026
Advisory Services Network, LLC History Added to 3,991 448 0.01% 0.01% 388 +25 0.63% Q1 2026 May 15, 2026
Wealth Management Strategies, Inc. History Added to 3,975 446 0.2% 0.22% 389 +102 2.63% Q1 2026 May 11, 2026
Aspen Capital Management, LLC History Added to 3,953 443 0.11% 0.12% 390 +10 0.25% Q1 2026 Apr 17, 2026
Ally Invest Advisors Inc. History Added to 3,940 442 0.03% 0.03% 391 +229 6.17% Q1 2026 May 12, 2026
NWF Advisory Services Inc. History Added to 3,870 434 0.05% 0.05% 392 +225 6.17% Q1 2026 May 04, 2026
Sulzberger Capital Advisors, Inc. History No change 3,863 433 0.44% 0.47% 393 0 0.0% Q1 2026 Apr 10, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 3,850 432 0.04% 0.05% 394 +104 2.78% Q1 2026 May 07, 2026
Mokosak Advisory Group, LLC History Reduced 3,857 432 0.11% 0.12% 395 -50 -1.28% Q1 2026 Apr 28, 2026
Gladstone Institutional Advisory LLC History Added to 3,854 432 0.02% 0.02% 396 +49 1.29% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 3,845 431 0.0% 0.0% 397 +1,299 51.02% Q1 2026 May 15, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 3,838 430 0.15% 0.17% 398 -66 -1.69% Q1 2026 Apr 15, 2026
Brio Consultants, LLC History Added to 3,378 429 0.05% 0.04% 399 +620 22.48% Q1 2026 May 06, 2026
BDFS Capital LLC History No change 3,825 429 0.21% 0.23% 400 0 0.0% Q1 2026 Apr 15, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 3,358 424 0.27% 0.28% 401 +9 0.27% Q1 2026 May 06, 2026
Rollins Financial Advisors, LLC History Reduced 3,713 416 0.07% 0.07% 402 -304 -7.57% Q1 2026 May 05, 2026
Rothschild Wealth LLC History Reduced 3,645 409 0.04% 0.05% 403 -850 -18.91% Q1 2026 May 06, 2026
Pinnacle Bancorp, Inc. History Added to 3,628 407 0.12% 0.13% 404 +9 0.25% Q1 2026 Apr 22, 2026
Five Pine Wealth Management History Added to 3,606 404 0.25% 0.28% 405 +4 0.11% Q1 2026 Apr 16, 2026
MSH Capital Advisors LLC History No change 3,530 396 0.08% 0.09% 406 0 0.0% Q1 2026 May 08, 2026
Rice Partnership, LLC History Added to 3,519 395 0.05% 0.06% 407 +27 0.77% Q1 2026 May 07, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,524 395 0.05% 0.06% 408 +7 0.2% Q1 2026 Apr 13, 2026
HEADINVEST, LLC History New 3,488 391 0.08% — 409 +3,488 New Q1 2026 May 15, 2026
IBEX WEALTH ADVISORS History New 3,475 390 0.04% — 412 +3,475 New Q1 2026 Apr 30, 2026
Northeast Financial Group, Inc. History No change 3,474 390 0.1% 0.09% 410 0 0.0% Q1 2026 May 15, 2026
Tribridge Partners Financial LLC History No change 3,444 390 0.16% 0.17% 411 0 0.0% Q1 2026 Apr 15, 2026
Mengis Capital Management, Inc. History Added to 3,466 389 0.07% 0.07% 413 +260 8.11% Q1 2026 May 12, 2026
Aprio Wealth Management, LLC History Reduced 3,459 388 0.02% 0.03% 414 -213 -5.8% Q1 2026 May 11, 2026
PINNACLE ASSOCIATES LTD History Reduced 3,430 385 0.0% 0.01% 415 -148 -4.14% Q1 2026 Apr 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 3,432 385 0.02% 0.02% 416 +138 4.19% Q1 2026 Apr 15, 2026
Essential Planning, LLC. History Reduced 3,435 385 0.12% 0.14% 417 -78 -2.22% Q1 2026 Apr 22, 2026
Five Oceans Advisors History No change 3,416 383 0.14% 0.15% 418 0 0.0% Q1 2026 Apr 07, 2026
Panoramic Capital Partners, LLC History No change 3,397 381 0.23% 0.25% 419 0 0.0% Q1 2026 Apr 08, 2026
Quantum Financial Advisors, LLC History Reduced 3,323 373 0.04% 0.05% 421 -34 -1.01% Q1 2026 Apr 08, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 3,328 373 0.01% 0.01% 420 0 0.0% Q1 2026 May 13, 2026
Legacy Capital Wealth Partners, LLC History No change 3,320 372 0.08% 0.09% 422 0 0.0% Q1 2026 May 15, 2026
Antonelli Financial Advisors, LLC History Added to 3,299 370 0.26% 0.26% 423 +36 1.1% Q1 2026 Apr 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,238 363 0.01% 0.01% 424 +9 0.28% Q1 2026 Apr 15, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 3,226 362 0.06% — 425 +3,226 New Q1 2026 Apr 28, 2026
EFG International AG History Reduced 3,216 361 0.01% 0.02% 426 -5,712 -63.98% Q1 2026 May 15, 2026
Meridian Financial Partners LLC History Added to 3,162 360 0.14% 0.15% 427 +78 2.53% Q1 2026 Apr 15, 2026
Parcion Private Wealth LLC History No change 3,192 358 0.02% 0.02% 428 0 0.0% Q1 2026 Apr 22, 2026
Peregrine Asset Advisers, Inc. History Added to 3,186 357 0.1% 0.09% 429 +416 15.02% Q1 2026 Apr 24, 2026
Nemes Rush Group LLC History Added to 3,176 356 0.03% 0.02% 430 +1,026 47.72% Q1 2026 Apr 21, 2026
CFS Investment Advisory Services, LLC History Reduced 2,856 355 0.02% 0.03% 431 -20 -0.7% Q1 2026 Apr 29, 2026
Medallion Wealth Advisors, LLC History Added to 3,155 354 0.12% 0.12% 434 +82 2.67% Q1 2026 Apr 24, 2026
Hilltop Holdings Inc. History No change 3,161 354 0.03% 0.02% 432 0 0.0% Q1 2026 May 14, 2026
Principle Wealth Partners LLC History No change 3,154 354 0.02% 0.02% 433 0 0.0% Q1 2026 May 07, 2026
Financial Futures Ltd Liability Co. History Added to 3,131 351 0.15% 0.17% 435 +52 1.69% Q1 2026 Apr 22, 2026
Legacy Private Trust Co. History No change 3,125 350 0.02% 0.02% 436 0 0.0% Q1 2026 Apr 07, 2026
Mutual Advisors, LLC History Reduced 3,100 348 0.01% 0.01% 437 -442 -12.48% Q1 2026 May 01, 2026
Octavia Wealth Advisors, LLC History Added to 3,079 345 0.03% 0.03% 439 +667 27.65% Q1 2026 Apr 10, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 3,079 345 0.05% 0.06% 438 0 0.0% Q1 2026 Apr 13, 2026
Valeo Financial Advisors, LLC History Reduced 3,068 344 0.01% 0.01% 440 -1,506 -32.93% Q1 2026 May 08, 2026
AlphaCore Capital LLC History No change 3,047 342 0.01% 0.01% 441 0 0.0% Q1 2026 May 15, 2026
Old Peak Finance LLC History Added to 3,025 339 0.2% 0.21% 443 +262 9.48% Q1 2026 Apr 24, 2026
Sandy Cove Advisors, LLC History Added to 3,020 339 0.1% 0.11% 442 +4 0.13% Q1 2026 May 05, 2026
RTD Financial Advisors, Inc. History No change 3,017 338 0.04% 0.04% 444 0 0.0% Q1 2026 Apr 10, 2026
NCM Capital Management, LLC History Reduced 3,000 336 0.12% 0.15% 445 -341 -10.21% Q1 2026 May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,989 335 0.02% 0.02% 446 0 0.0% Q1 2026 Apr 21, 2026
&PARTNERS History Reduced 3,192 334 0.0% 0.0% 447 -300 -8.59% Q1 2026 May 15, 2026
N.E.W. Advisory Services LLC History Added to 2,982 334 0.02% 0.03% 448 +74 2.54% Q1 2026 May 04, 2026
Cardinal Point Capital Management ULC History No change 2,960 332 0.02% 0.02% 449 0 0.0% Q1 2026 Apr 20, 2026
Continuum Advisory, LLC History Added to 2,941 330 0.03% 0.04% 450 +7 0.24% Q1 2026 Apr 22, 2026
Belpointe Asset Management LLC History New 2,935 329 0.01% — 452 +2,935 New Q1 2026 Apr 28, 2026
Fortis Capital Advisors, LLC History New 2,935 329 0.04% — 453 +2,935 New Q1 2026 Apr 28, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 2,935 329 0.14% 0.25% 451 -1,665 -36.2% Q1 2026 May 14, 2026
AE Wealth Management LLC History Added to 2,902 325 0.0% 0.0% 454 +237 8.89% Q1 2026 May 13, 2026
Cornerstone Wealth Advisors, Inc. History Added to 2,900 325 0.07% 0.08% 455 +5 0.17% Q1 2026 Apr 09, 2026
Blue Zone Wealth Advisors, LLC History No change 2,883 323 0.07% 0.07% 456 0 0.0% Q1 2026 Apr 16, 2026
Fiera Capital Corp History Added to 2,857 320 0.0% 0.0% 457 +7 0.25% Q1 2026 May 12, 2026
Hurley Capital, LLC History Added to 2,825 317 0.17% 0.19% 458 +3 0.11% Q1 2026 May 06, 2026
Plancorp, LLC History No change 2,679 315 0.01% 0.01% 459 0 0.0% Q1 2026 Apr 14, 2026
Ignite Planners, LLC History No change 2,813 315 0.05% 0.05% 460 0 0.0% Q1 2026 Apr 17, 2026
Canopy Partners, LLC History Added to 2,798 314 0.11% 0.09% 463 +599 27.24% Q1 2026 May 11, 2026
Obermeyer Wealth Partners History No change 2,800 314 0.01% 0.02% 461 0 0.0% Q1 2026 Apr 20, 2026
Stonebridge Financial Planning Group, LLC History No change 2,805 314 0.12% 0.12% 462 0 0.0% Q1 2026 May 08, 2026
Retirement Planning Group, LLC History Added to 2,762 310 0.01% 0.01% 464 +60 2.22% Q1 2026 May 04, 2026
Brookstone Capital Management History Reduced 2,757 309 0.0% 0.01% 466 -3,299 -54.47% Q1 2026 Apr 16, 2026
PARK NATIONAL CORP /OH/ History No change 2,756 309 0.01% 0.01% 465 0 0.0% Q1 2026 Apr 16, 2026
NOTTINGHAM ADVISORS, INC. History No change 2,750 308 0.04% 0.05% 467 0 0.0% Q1 2026 Apr 17, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 2,742 307 0.04% 0.05% 468 -32 -1.15% Q1 2026 May 13, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 2,719 305 0.05% 0.05% 469 +2 0.07% Q1 2026 Apr 23, 2026
Independent Advisor Alliance History New 2,713 304 0.0% — 471 +2,713 New Q1 2026 May 12, 2026
RB Capital Management, LLC History No change 2,709 304 0.06% 0.06% 470 0 0.0% Q1 2026 May 14, 2026
Wolfstich Capital, LLC History Reduced 2,793 303 0.27% 0.32% 473 -97 -3.36% Q1 2026 Apr 21, 2026
FIRST MANHATTAN CO. LLC. History Added to 2,705 303 0.0% 0.0% 472 +25 0.93% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 2,692 302 0.01% — 475 +2,692 New Q1 2026 Apr 27, 2026
Harbor Asset Planning, Inc. History Reduced 2,690 302 0.25% 0.29% 474 -129 -4.58% Q1 2026 Apr 22, 2026
Fort Sheridan Advisors LLC History No change 2,684 301 0.04% 0.04% 476 0 0.0% Q1 2026 May 06, 2026
BALDWIN WEALTH PARTNERS LLC/MA History New 2,678 300 0.02% — 479 +2,678 New Q1 2026 Apr 14, 2026
Evergreen Wealth Partners LLC History Added to 2,681 300 0.23% 0.27% 478 +68 2.6% Q1 2026 May 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 2,680 300 0.0% 0.0% 477 0 0.0% Q1 2026 May 12, 2026
Diversified Enterprises, LLC History No change 2,664 299 0.02% 0.02% 480 0 0.0% Q1 2026 May 14, 2026
Sound View Wealth Advisors Group, LLC History Reduced 2,646 297 0.02% 0.02% 481 -5 -0.19% Q1 2026 May 06, 2026
TCI Wealth Advisors, Inc. History Reduced 2,608 292 0.02% 0.02% 482 -4 -0.15% Q1 2026 Apr 27, 2026
MANCHESTER FINANCIAL INC History Added to 2,595 291 0.06% 0.04% 483 +890 52.2% Q1 2026 Apr 23, 2026
Avior Wealth Management, LLC History Added to 2,584 290 0.01% 0.01% 485 +7 0.27% Q1 2026 Apr 09, 2026
Curi Capital, LLC History No change 2,590 290 0.01% 0.01% 484 0 0.0% Q1 2026 May 15, 2026
KW WEALTH MANAGEMENT LLC History No change 2,405 290 0.44% 0.44% 486 0 0.0% Q4 2025 Feb 25, 2026
J. Mark Nickell & Co. History No change 2,575 289 0.3% 0.29% 487 0 0.0% Q1 2026 May 15, 2026
True Link Financial Advisors, LLC History No change 2,504 281 0.02% 0.02% 488 0 0.0% Q1 2026 Apr 29, 2026
Prime Capital Investment Advisors, LLC History Added to 2,502 280 0.0% 0.0% 489 +221 9.69% Q1 2026 May 08, 2026
WARNER FINANCIAL, INC History Added to 2,495 280 0.1% 0.1% 492 +189 8.2% Q1 2026 Apr 08, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 2,498 280 0.03% 0.04% 490 +62 2.55% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History No change 2,500 280 0.0% 0.0% 491 0 0.0% Q1 2026 May 14, 2026
Salus Financial Advisors, LLC History Reduced 2,491 279 0.16% 0.21% 493 -425 -14.57% Q1 2026 Apr 23, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 2,474 278 0.01% 0.01% 494 -300 -10.81% Q1 2026 May 11, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 2,485 278 0.02% 0.03% 495 -49 -1.93% Q1 2026 May 15, 2026
First National Advisers, LLC History Added to 2,460 276 0.04% 0.04% 497 +150 6.49% Q1 2026 May 08, 2026
Orion Porfolio Solutions, LLC History No change 2,459 276 0.0% 0.0% 496 0 0.0% Q1 2026 May 13, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Added to 2,453 275 0.11% 0.11% 498 +1 0.04% Q1 2026 Apr 29, 2026
MBE Wealth Management, LLC History No change 2,446 274 0.11% 0.12% 499 0 0.0% Q1 2026 Apr 21, 2026
Round Rock Advisors LLC History No change 2,445 274 0.04% 0.04% 500 0 0.0% Q1 2026 May 15, 2026
LongView Wealth Management History No change 2,268 274 0.07% 0.07% 501 0 0.0% Q1 2026 Apr 15, 2026
Winter & Associates, Inc. History Added to 2,403 273 0.24% 0.19% 502 +676 39.14% Q1 2026 Apr 08, 2026
Quent Capital, LLC History Reduced 2,416 271 0.02% 0.02% 505 -38 -1.55% Q1 2026 Apr 28, 2026
FC Advisory LLC History Added to 2,417 271 0.08% 0.08% 504 +3 0.12% Q1 2026 Apr 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,415 271 0.03% 0.03% 503 0 0.0% Q1 2026 May 11, 2026
Disciplined Investors, L.L.C. History New 2,403 269 0.16% — 507 +2,403 New Q1 2026 May 12, 2026
Everhart Financial Group, Inc. History Reduced 2,400 269 0.02% 0.03% 506 -7 -0.29% Q1 2026 Apr 09, 2026
Sowell Financial Services LLC History Reduced 2,383 267 0.01% 0.01% 508 -67 -2.73% Q1 2026 Apr 20, 2026
NATURAL INVESTMENTS, LLC History No change 2,344 263 0.06% 0.07% 509 0 0.0% Q1 2026 May 01, 2026
VestGen Advisors, LLC History No change 2,020 262 0.01% 0.01% 510 0 0.0% Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Added to 2,306 258 0.02% 0.0% 511 +1,919 495.87% Q1 2026 Apr 14, 2026
Dakota Wealth Management History Reduced 2,299 258 0.01% 0.01% 513 -1,451 -38.69% Q1 2026 May 07, 2026
AGF MANAGEMENT LTD History No change 2,300 258 0.0% 0.0% 512 0 0.0% Q1 2026 May 07, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 2,295 257 0.04% 0.07% 514 -1,600 -41.08% Q1 2026 May 13, 2026
Marks Group Wealth Management, Inc History New 2,289 256 0.02% — 516 +2,289 New Q1 2026 May 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 2,283 256 0.09% 0.1% 515 0 0.0% Q1 2026 May 06, 2026
CIBC WORLD MARKET INC. History Reduced 2,280 255 0.0% 0.0% 517 -124 -5.16% Q1 2026 May 14, 2026
Whitegate Investment Counselors, Inc. History Reduced 2,269 254 0.08% 0.09% 518 -100 -4.22% Q1 2026 Apr 27, 2026
Trek Financial, LLC History Added to 2,259 253 0.01% 0.02% 519 +107 4.97% Q1 2026 May 13, 2026
MEMBERS WEALTH LLC History No change 2,027 253 0.15% 0.16% 520 0 0.0% Q1 2026 Apr 23, 2026
Abacus Wealth Partners, LLC History No change 2,252 252 0.02% 0.03% 521 0 0.0% Q1 2026 Apr 24, 2026
McIlrath & Eck, LLC History Added to 2,228 250 0.02% 0.02% 522 +133 6.35% Q1 2026 May 19, 2026
DeDora Capital, Inc. History Added to 2,224 249 0.06% 0.06% 523 +3 0.14% Q1 2026 Apr 27, 2026
Schaeffer Financial LLC History Added to 2,209 248 0.21% 0.23% 524 +6 0.27% Q1 2026 Apr 27, 2026
Fiduciary Alliance LLC History Added to 2,012 246 0.01% 0.02% 525 +26 1.31% Q1 2026 Apr 20, 2026
Martel Wealth Advisors LLC History No change 2,200 246 0.04% 0.05% 526 0 0.0% Q1 2026 May 01, 2026
Dunhill Financial, LLC History Reduced 2,187 245 0.06% 0.13% 527 -2,184 -49.97% Q1 2026 May 06, 2026
Nadler Financial Group, Inc. History New 2,175 244 0.02% — 530 +2,175 New Q1 2026 May 04, 2026
Apollon Wealth Management, LLC History Reduced 2,178 244 0.0% 0.01% 529 -1,357 -38.39% Q1 2026 Apr 22, 2026
Ackerman Capital Advisors, LLC History No change 2,178 244 0.05% 0.05% 528 0 0.0% Q1 2026 May 05, 2026
Vise Technologies, Inc. History No change 2,012 243 0.0% 0.0% 531 0 0.0% Q1 2026 Apr 21, 2026
Tandem Financial, LLC History New 2,159 242 0.08% — 532 +2,159 New Q1 2026 May 08, 2026
North Star Investment Management Corp. History Added to 2,149 241 0.01% 0.01% 533 +195 9.98% Q1 2026 Apr 23, 2026
Reliant Wealth Planning History No change 2,133 239 0.07% 0.08% 534 0 0.0% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 2,104 236 0.0% 0.0% 535 +46 2.24% Q1 2026 Apr 23, 2026
Investment Advisory Group, LLC History Added to 2,105 236 0.06% 0.06% 536 +20 0.96% Q1 2026 Apr 22, 2026
HM PAYSON & CO History No change 2,075 232 0.0% 0.0% 537 0 0.0% Q1 2026 Apr 13, 2026
COMERICA BANK History No change 1,906 230 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 29, 2026
Equity Wealth Partners, LLC History Added to 2,025 227 0.15% 0.14% 539 +261 14.8% Q1 2026 May 08, 2026
TRITONPOINT WEALTH, LLC History New 2,009 225 0.02% — 541 +2,009 New Q1 2026 Apr 21, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 2,007 225 0.02% 0.02% 540 -100 -4.75% Q1 2026 Apr 22, 2026
KINTRA WEALTH, LLC History New 1,987 223 0.02% — 543 +1,987 New Q1 2026 May 15, 2026
Ledgewood Wealth Advisors, LLC History Added to 1,989 223 0.13% 0.14% 542 +1 0.05% Q1 2026 Apr 13, 2026
Level Wealth Management LLC History Added to 1,978 222 0.1% 0.12% 545 +5 0.25% Q1 2026 Apr 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,981 222 0.01% 0.01% 544 0 0.0% Q1 2026 May 06, 2026
Carr Financial Group Corp History New 1,962 220 0.06% — 548 +1,962 New Q1 2026 May 12, 2026
Legacy Financial Advisors, Inc. History Reduced 1,968 220 0.03% 0.06% 547 -1,459 -42.57% Q1 2026 Apr 30, 2026
Bouchey Financial Group Ltd History No change 1,867 220 0.02% 0.02% 546 0 0.0% Q1 2026 Apr 13, 2026
FIFTH THIRD BANCORP History Added to 1,954 219 0.0% 0.0% 549 +1,462 297.15% Q1 2026 May 01, 2026
NWAM LLC History Added to 1,957 219 0.01% 0.01% 551 +43 2.25% Q1 2026 May 04, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 1,957 219 0.01% 0.01% 550 0 0.0% Q1 2026 May 12, 2026
Cornerstone Advisory, LLC History Reduced 1,933 216 0.02% 0.02% 553 -84 -4.16% Q1 2026 May 04, 2026
DAVENPORT & Co LLC History No change 1,924 216 0.0% 0.0% 552 0 0.0% Q1 2026 Apr 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 1,920 215 0.01% 0.01% 554 +532 38.33% Q1 2026 May 07, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 1,885 211 0.09% 0.09% 555 +9 0.48% Q1 2026 May 07, 2026
Vawter Financial, Ltd. History No change 1,860 208 0.09% 0.09% 556 0 0.0% Q1 2026 May 15, 2026
Jacobsen Capital Management History Added to 1,849 207 0.07% 0.07% 557 +148 8.7% Q1 2026 Apr 24, 2026
Momentous Wealth Management, Inc. History No change 1,840 206 0.12% 0.13% 558 0 0.0% Q1 2026 May 11, 2026
Concurrent Investment Advisors, LLC History Added to 1,818 204 0.0% 0.0% 559 +24 1.34% Q1 2026 Apr 20, 2026
OFC FINANCIAL PLANNING, LLC History No change 1,816 203 0.2% 0.21% 560 0 0.0% Q1 2026 May 06, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,799 202 0.0% 0.0% 563 -253 -12.33% Q1 2026 Apr 29, 2026
Coastal Bridge Advisors, LLC History Reduced 1,803 202 0.01% 0.02% 561 -70 -3.74% Q1 2026 May 14, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 1,800 202 0.07% 0.08% 562 0 0.0% Q1 2026 Apr 21, 2026
MB Generational Wealth, LLC History No change 1,798 201 0.11% 0.11% 564 0 0.0% Q1 2026 May 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,729 194 0.0% 0.0% 565 +424 32.49% Q1 2026 May 13, 2026
TRUST CO OF VERMONT History No change 1,588 192 0.01% 0.01% 566 0 0.0% Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History No change 1,627 182 0.01% 0.01% 567 0 0.0% Q1 2026 May 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 1,495 167 0.0% 0.01% 568 -425 -22.14% Q1 2026 Apr 29, 2026
Covestor Ltd History Added to 1,487 167 0.12% 0.09% 569 +45 3.12% Q1 2026 May 05, 2026
Scarborough Advisors, LLC History New 1,480 166 0.02% — 570 +1,480 New Q1 2026 May 07, 2026
GAMMA Investing LLC History No change 1,442 161 0.01% 0.01% 571 0 0.0% Q1 2026 Apr 06, 2026
Graney & King, LLC History No change 1,412 158 0.09% 0.1% 572 0 0.0% Q1 2026 May 18, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,340 150 0.0% 0.0% 573 0 0.0% Q1 2026 May 14, 2026
AdvisorNet Financial, Inc History Added to 1,300 146 0.01% 0.01% 574 +144 12.46% Q1 2026 Apr 17, 2026
EASTERN BANK History No change 1,279 143 0.0% 0.0% 575 0 0.0% Q1 2026 Apr 07, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,266 142 0.01% 0.01% 576 +1 0.08% Q1 2026 Apr 20, 2026
Carolina Wealth Advisors, LLC History No change 1,205 135 0.06% 0.06% 577 0 0.0% Q1 2026 Apr 07, 2026
Sound Income Strategies, LLC History No change 1,124 127 0.01% 0.01% 578 0 0.0% Q1 2026 Apr 27, 2026
Aptus Capital Advisors, LLC History No change 1,089 122 0.0% 0.0% 579 0 0.0% Q1 2026 May 11, 2026
Investors Research Corp History Added to 1,077 120 0.02% 0.02% 580 +122 12.77% Q1 2026 Apr 03, 2026
Capital Analysts, LLC History New 1,043 117 0.0% — 581 +1,043 New Q1 2026 May 14, 2026
Capitol Family Office, Inc. History No change 945 114 0.13% 0.13% 582 0 0.0% Q1 2026 Apr 14, 2026
Strategic Wealth Partners, Ltd. History Reduced 970 108 0.01% 0.01% 583 -734 -43.08% Q1 2026 May 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 960 107 0.04% 0.04% 584 +90 10.34% Q1 2026 Apr 17, 2026
Fort Vancouver Investment Management, LLC History No change 955 107 0.05% 0.06% 585 0 0.0% Q1 2026 May 15, 2026
GILL CAPITAL PARTNERS, LLC History New 943 105 0.03% — 587 +943 New Q1 2026 Apr 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 938 105 0.0% 0.0% 586 0 0.0% Q1 2026 May 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 103,431 103 0.0% 0.0% 588 0 0.0% Q1 2026 Apr 29, 2026
Rialto Wealth Management, LLC History No change 923 103 0.02% 0.03% 589 0 0.0% Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 875 98 0.0% 0.0% 590 +333 61.44% Q1 2026 Apr 13, 2026
Abound Wealth Management History Added to 875 98 0.02% 0.02% 591 +75 9.38% Q1 2026 Apr 10, 2026
Cornerstone Financial Management LLC History No change 875 98 0.09% 0.1% 592 0 0.0% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 793 95 0.0% 0.0% 593 0 0.0% Q4 2025 Feb 06, 2026
Winthrop Capital Management, LLC History No change 814 91 0.02% 0.02% 594 0 0.0% Q1 2026 Apr 28, 2026
WFA of San Diego, LLC History Reduced 807 90 0.07% 0.08% 595 -50 -5.83% Q1 2026 May 11, 2026
Caldwell Trust Co History No change 805 90 0.01% 0.01% 596 0 0.0% Q1 2026 Apr 22, 2026
Golden State Wealth Management, LLC History New 799 89 0.01% — 597 +799 New Q1 2026 Apr 28, 2026
Trust Co History Reduced 760 85 0.01% 0.01% 598 -2 -0.26% Q1 2026 Apr 13, 2026
Keating Financial Advisory Services, Inc. History Added to 728 81 0.01% 0.01% 599 +1 0.14% Q1 2026 May 15, 2026
PITTENGER & ANDERSON INC History Added to 717 80 0.0% 0.0% 600 +389 118.6% Q1 2026 May 01, 2026
Piscataqua Savings Bank History No change 711 79 0.06% 0.06% 601 0 0.0% Q1 2026 Apr 10, 2026
Richardson Capital Management LLC History Added to 687 77 0.04% 0.04% 602 +2 0.29% Q1 2026 May 12, 2026
Fortis Group Advisors, LLC History No change 680 76 0.01% 0.01% 603 0 0.0% Q1 2026 May 08, 2026
Western Wealth Management, LLC History New 625 70 0.0% — 604 +625 New Q1 2026 May 19, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 603 67 0.03% 0.03% 605 +25 4.33% Q1 2026 May 05, 2026
UNION SAVINGS BANK History No change 586 65 0.03% 0.03% 606 0 0.0% Q1 2026 Apr 17, 2026
Newton One Investments LLC History Reduced 520 58 0.02% 0.02% 607 -98 -15.86% Q1 2026 Apr 24, 2026
CBIZ Investment Advisory Services, LLC History Added to 504 56 0.0% 0.0% 608 +1 0.2% Q1 2026 May 12, 2026
TIAA Wealth Investment Management LLC History New 510 55 0.0% — 610 +510 New Q1 2026 May 12, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 491 55 0.01% 0.02% 609 +26 5.59% Q1 2026 Apr 06, 2026
Midway Capital Research & Management History New 487 54 0.05% — 613 +487 New Q1 2026 Apr 13, 2026
PRIVATE TRUST CO NA History No change 482 54 0.0% 0.01% 611 0 0.0% Q1 2026 Apr 30, 2026
Ransom Advisory, Ltd History No change 450 54 0.02% 0.02% 612 0 0.0% Q4 2025 Jan 06, 2026
Fairway Wealth LLC History Added to 478 53 0.01% 0.02% 614 +1 0.21% Q1 2026 Apr 23, 2026
Westend Capital Management, LLC History No change 471 52 0.02% 0.02% 615 0 0.0% Q1 2026 Apr 14, 2026
YANKCOM Partnership History No change 458 51 0.02% 0.02% 616 0 0.0% Q1 2026 Apr 20, 2026
Pacific Center for Financial Services History Added to 443 49 0.01% 0.01% 617 +2 0.45% Q1 2026 May 12, 2026
Smartleaf Asset Management LLC History No change 454 49 0.0% 0.0% 618 0 0.0% Q1 2026 May 15, 2026
Glen Eagle Advisors, LLC History No change 440 49 0.01% 0.01% 619 0 0.0% Q1 2026 May 15, 2026
Roble, Belko & Company, Inc History No change 422 47 0.01% 0.01% 620 0 0.0% Q1 2026 Apr 16, 2026
Winch Advisory Services, LLC History No change 387 43 0.01% 0.01% 621 0 0.0% Q1 2026 Apr 30, 2026
Avalon Trust Co History Added to 375 42 0.0% 0.0% 622 +125 50.0% Q1 2026 May 06, 2026
Rossby Financial, LCC History Added to 365 41 0.01% — 623 +364 36400.0% Q1 2026 May 11, 2026
Mascoma Wealth Management LLC History Reduced 355 39 0.01% 0.01% 624 -71 -16.67% Q1 2026 Apr 30, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 347 38 0.0% 0.0% 625 0 0.0% Q1 2026 Apr 16, 2026
Gladwyn Financial Advisors, Inc. History Added to 329 36 0.03% 0.03% 627 +1 0.3% Q1 2026 Apr 08, 2026
North Ridge Wealth Advisors, Inc. History No change 322 36 0.02% 0.02% 626 0 0.0% Q1 2026 May 14, 2026
MASECO LLP History No change 314 35 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 21, 2026
Quaker Wealth Management, LLC History No change 309 34 0.01% 0.01% 629 0 0.0% Q1 2026 Apr 10, 2026
SHP Wealth Management History No change 307 34 0.0% 0.0% 630 0 0.0% Q1 2026 May 08, 2026
American Capital Advisory, LLC History Added to 302 33 0.01% 0.02% 632 +2 0.67% Q1 2026 Apr 29, 2026
SIGNATUREFD, LLC History No change 298 33 0.0% 0.0% 631 0 0.0% Q1 2026 Apr 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 281 32 0.0% 0.0% 633 -229 -44.9% Q1 2026 May 01, 2026
DT Investment Partners, LLC History No change 288 32 0.0% 0.0% 634 0 0.0% Q1 2026 May 14, 2026
ASSETMARK, INC History Reduced 268 30 0.0% 0.0% 635 -1,721 -86.53% Q1 2026 May 06, 2026
Cassaday & Co Wealth Management LLC History New 266 29 0.0% — 637 +266 New Q1 2026 May 07, 2026
Glassman Wealth Services History No change 260 29 0.0% 0.0% 636 0 0.0% Q1 2026 May 04, 2026
Bogart Wealth, LLC History Added to 238 26 0.0% 0.0% 638 +17 7.69% Q1 2026 Apr 28, 2026
Operose Advisors LLC History Added to 233 26 0.01% 0.01% 639 +1 0.43% Q1 2026 May 12, 2026
Arax Advisory Partners History Added to 226 25 0.0% 0.0% 641 +102 82.26% Q1 2026 May 13, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 227 25 0.0% 0.0% 640 +1 0.44% Q1 2026 Apr 16, 2026
Breakwater Investment Management History No change 229 25 0.01% 0.01% 642 0 0.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 24,994 24 0.0% 0.01% 643 -6,262 -20.03% Q1 2026 May 15, 2026
NFSG Corp History Added to 223 24 0.0% 0.0% 644 +1 0.45% Q1 2026 May 05, 2026
Financial Network Wealth Advisors LLC History No change 217 24 0.02% 0.03% 645 0 0.0% Q1 2026 May 14, 2026
Aviso Financial Inc. History New 205 23 0.0% — 646 +205 New Q1 2026 May 13, 2026
Evolution Advisers, Inc. History No change 199 22 0.01% 0.01% 647 0 0.0% Q1 2026 May 01, 2026
Navigoe, LLC History No change 200 22 0.01% 0.01% 648 0 0.0% Q1 2026 May 01, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 190 21 0.0% 0.0% 649 0 0.0% Q1 2026 May 11, 2026
Silver Grove Financial Group, Inc. History New 187 20 0.02% — 650 +187 New Q1 2026 May 15, 2026
NVWM, LLC History New 166 18 0.0% — 651 +166 New Q1 2026 Apr 27, 2026
ACIMA PRIVATE WEALTH, LLC History No change 158 17 0.01% 0.01% 652 0 0.0% Q1 2026 Apr 06, 2026
BIRCHBROOK, INC. History No change 152 17 0.01% 0.01% 653 0 0.0% Q1 2026 Apr 08, 2026
Heritage Wealth Advisors History No change 146 16 0.0% 0.0% 654 0 0.0% Q1 2026 May 13, 2026
BFSG, LLC History No change 148 16 0.0% 0.0% 655 0 0.0% Q1 2026 Apr 28, 2026
Root Financial Partners, LLC History Reduced 141 15 0.0% 0.01% 656 -1,768 -92.61% Q1 2026 Apr 24, 2026
Godfrey Financial Associates, Inc. History Reduced 133 14 0.01% 0.01% 659 -15 -10.14% Q1 2026 May 11, 2026
Archer Investment Corp History Added to 126 14 0.0% 0.0% 658 +1 0.8% Q1 2026 May 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 125 14 0.0% 0.0% 657 0 0.0% Q1 2026 Apr 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 12 0.01% 0.01% 660 0 0.0% Q1 2026 May 11, 2026
EverSource Wealth Advisors, LLC History No change 115 12 0.0% 0.0% 661 0 0.0% Q1 2026 May 15, 2026
Innovative Asset Advisors Group, LLC History New 100 11 0.01% — 662 +100 New Q1 2026 May 12, 2026
Lodestone Wealth Management LLC History No change 92 10 0.0% 0.0% 663 0 0.0% Q1 2026 May 01, 2026
Financial Avengers, Inc. History New 75 8 0.0% — 666 +75 New Q1 2026 May 19, 2026
Sage Mountain Advisors LLC History No change 74 8 0.0% 0.0% 664 0 0.0% Q1 2026 May 11, 2026
Bernard Wealth Management Corp. History No change 80 8 0.0% 0.0% 665 0 0.0% Q1 2026 May 14, 2026
Evelyn Partners Asset Management Ltd History New 56 6 0.0% — 668 +56 New Q1 2026 May 15, 2026
CoreCap Advisors, LLC History No change 61 6 0.0% 0.0% 667 0 0.0% Q1 2026 Apr 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 45 5 0.0% 0.0% 671 -5,243 -99.15% Q1 2026 May 12, 2026
Atlantic Union Bankshares Corp History No change 51 5 0.0% 0.0% 669 0 0.0% Q1 2026 May 12, 2026
Anchor Investment Management, LLC History No change 50 5 0.0% 0.0% 670 0 0.0% Q1 2026 May 01, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 49 5 0.0% 0.0% 672 0 0.0% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 42 4 0.0% — 675 +42 New Q1 2026 May 13, 2026
Tower View Wealth Management LLC History No change 42 4 0.0% 0.0% 673 0 0.0% Q1 2026 Apr 20, 2026
Tidemark, LLC History No change 43 4 0.0% 0.0% 674 0 0.0% Q1 2026 May 07, 2026
Olistico Wealth, LLC History No change 29 3 0.0% 0.0% 676 0 0.0% Q1 2026 Apr 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 23 2 0.0% 0.0% 677 0 0.0% Q1 2026 May 07, 2026
Topsail Wealth Management, LLC History No change 20 2 0.0% 0.0% 678 0 0.0% Q1 2026 Apr 21, 2026
WPG Advisers, LLC History No change 20 2 0.0% 0.0% 679 0 0.0% Q1 2026 Apr 29, 2026
Financial Life Planners History New 10 1 0.0% — 682 +10 New Q1 2026 Apr 24, 2026
Strategic Investment Solutions, Inc. /IL History No change 12 1 0.0% 0.0% 680 0 0.0% Q1 2026 May 01, 2026
3Chopt Investment Partners, LLC History No change 14 1 0.0% 0.0% 681 0 0.0% Q1 2026 Apr 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -43,413 -100.0% Q1 2026 Apr 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -24,371 -100.0% Q1 2026 May 15, 2026
BOKF, NA History Closed out 0 0 — 0.01% — -7,651 -100.0% Q1 2026 May 08, 2026
InTrack Investment Management Inc History Closed out 0 0 — 0.45% — -6,725 -100.0% Q1 2026 Apr 06, 2026
Fiduciary Wealth Partners, LLC History Closed out 0 0 — 0.33% — -6,611 -100.0% Q1 2026 May 06, 2026
Humankind Investments LLC History Closed out 0 0 — 0.31% — -5,728 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -5,088 -100.0% Q1 2026 Apr 23, 2026
Atria Investments, Inc History Closed out 0 0 — 0.01% — -4,043 -100.0% Q1 2026 May 05, 2026
Estate Counselors, LLC History Closed out 0 0 — 0.04% — -3,975 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -3,800 -100.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Closed out 0 0 — 0.0% — -3,256 -100.0% Q1 2026 May 15, 2026
Clark Asset Management, LLC History Closed out 0 0 — 0.04% — -3,088 -100.0% Q1 2026 Apr 16, 2026
Post Resch Tallon Group Inc. History Closed out 0 0 — 0.22% — -2,181 -100.0% Q1 2026 Apr 08, 2026
Goepper Burkhardt LLC History Closed out 0 0 — 0.08% — -2,125 -100.0% Q1 2026 May 13, 2026
Keudell/Morrison Wealth Management History Closed out 0 0 — 0.05% — -2,010 -100.0% Q1 2026 Apr 20, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.0% — -1,995 -100.0% Q1 2026 May 15, 2026
Amplius Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -1,898 -100.0% Q1 2026 Apr 13, 2026
Nautilus Advisors LLC History Closed out 0 0 — 0.15% — -1,860 -100.0% Q1 2026 Apr 17, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.01% — -1,845 -100.0% Q1 2026 May 01, 2026
Advisors Capital Management, LLC History Closed out 0 0 — 0.0% — -1,808 -100.0% Q1 2026 May 01, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -1,800 -100.0% Q1 2026 May 15, 2026
VISTA INVESTMENT PARTNERS II, LLC History Closed out 0 0 — 0.09% — -1,774 -100.0% Q1 2026 Apr 23, 2026
KEYVANTAGE WEALTH, LLC History Closed out 0 0 — 0.09% — -1,766 -100.0% Q1 2026 May 05, 2026
Keystone Wealth Services, LLC History Closed out 0 0 — 0.04% — -1,742 -100.0% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 — 0.0% — -1,740 -100.0% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -1,715 -100.0% Q1 2026 May 15, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Closed out 0 0 — 0.15% — -1,704 -100.0% Q1 2026 Apr 20, 2026
DDD Partners, LLC History Closed out 0 0 — 0.01% — -1,690 -100.0% Q1 2026 Apr 28, 2026
Cassilly Financial Group LLC History Closed out 0 0 — 0.18% — -1,685 -100.0% Q1 2026 Apr 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -1,677 -100.0% Q1 2026 Apr 28, 2026
Partners in Financial Planning History Closed out 0 0 — 0.03% — -1,655 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -1,587 -100.0% Q1 2026 Apr 28, 2026
Concord Wealth Partners History Closed out 0 0 — 0.02% — -1,562 -100.0% Q1 2026 May 01, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -1,292 -100.0% Q1 2026 May 15, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.01% — -1,207 -100.0% Q1 2026 May 01, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -1,173 -100.0% Q1 2026 May 08, 2026
BARCLAYS PLC History Closed out 0 0 — 0.0% — -493 -100.0% Q1 2026 May 14, 2026
Clean Yield Group History Closed out 0 0 — 0.02% — -455 -100.0% Q1 2026 Apr 14, 2026
Wells Financial Advisors INC History Closed out 0 0 — 0.09% — -400 -100.0% Q1 2026 May 07, 2026
Kilter Group LLC History Reduced 3 0 — 0.02% — -308 -99.04% Q1 2026 May 14, 2026
Modus Advisors, LLC History Closed out 0 0 — 0.01% — -300 -100.0% Q1 2026 May 04, 2026
Measured Wealth Private Client Group, LLC History Closed out 0 0 — — — -8 -100.0% Q1 2026 May 13, 2026
RMG Wealth Management LLC History New 1 0 — — — +1 New Q1 2026 May 14, 2026
Triumph Capital Management History No change 3 0 — — — 0 0.0% Q1 2026 May 13, 2026
Your Advocates Ltd., LLP History No change 1 0 — — — 0 0.0% Q1 2026 Apr 29, 2026
TSFG, LLC History No change 4 0 — — — 0 0.0% Q1 2026 Apr 27, 2026
Dogwood Wealth Management LLC History No change 6 0 — — — 0 0.0% Q1 2026 May 12, 2026