Fidelity Merrimack Street Trust - FBND

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 95,853,856 4,372,852 2.69% 2.69% 1 +3,411,046 3.69% Q1 2026 May 07, 2026
MORGAN STANLEY History Added to 35,490,785 1,619,089 0.1% 0.1% 2 +774,465 2.23% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 14,706,838 670,925 0.05% 0.05% 3 +871,672 6.3% Q1 2026 May 15, 2026
FMR LLC History Added to 14,479,853 660,570 0.03% 0.03% 4 +558,668 4.01% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 13,239,117 602,115 0.04% 0.03% 5 +1,664,794 14.38% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 10,628,285 484,862 0.13% 0.12% 6 +1,241,211 13.22% Q1 2026 May 06, 2026
Dynasty Wealth Management, LLC History Added to 10,210,549 465,805 4.06% 3.91% 7 +1,560,151 18.04% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 7,831,096 357,254 0.11% 0.09% 8 +1,649,202 26.68% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 7,472,266 340,884 0.09% 0.08% 9 +1,686,456 29.15% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 6,801,133 310,267 0.33% 0.3% 10 +930,834 15.86% Q1 2026 May 13, 2026
COUNTRY TRUST BANK History Added to 6,743,577 307,641 5.85% 5.33% 11 +351,315 5.5% Q1 2026 Apr 10, 2026
Quotient Wealth Partners, LLC History Added to 6,501,284 296,588 7.81% 5.99% 12 +1,609,056 32.89% Q1 2026 Apr 16, 2026
UBS Group AG History Added to 6,229,749 284,201 0.04% 0.04% 13 +361,271 6.16% Q1 2026 May 05, 2026
Modern Wealth Management, LLC History Added to 5,015,653 228,763 3.92% 3.05% 14 +1,388,283 38.27% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 4,885,442 222,873 0.31% 0.3% 15 -10,176 -0.21% Q1 2026 Apr 27, 2026
OSAIC HOLDINGS, INC. History Reduced 4,607,046 210,215 0.31% 0.33% 16 -283,820 -5.8% Q1 2026 May 15, 2026
MATHER GROUP, LLC. History Added to 4,344,115 198,178 1.98% 1.97% 17 +182,512 4.39% Q1 2026 Apr 13, 2026
ROYAL BANK OF CANADA History Added to 4,191,053 191,197 0.03% 0.03% 18 +187,088 4.67% Q1 2026 May 15, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,998,696 184,099 8.92% 8.74% 19 -36,705 -0.91% Q1 2026 Apr 08, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 4,005,798 182,744 3.17% 3.24% 20 +150,495 3.9% Q1 2026 Apr 20, 2026
Kestra Advisory Services, LLC History Added to 3,966,524 180,952 0.68% 0.7% 21 +292,103 7.95% Q1 2026 Apr 30, 2026
CWM, LLC History Added to 3,864,523 176,301 0.46% 0.41% 22 +595,649 18.22% Q1 2026 May 14, 2026
Legacy Wealth Management, LLC History Added to 3,499,700 159,656 9.31% 9.06% 23 +83,294 2.44% Q1 2026 Apr 22, 2026
Capital Analysts, LLC History Added to 3,152,490 143,817 3.78% 3.79% 24 +266,232 9.22% Q1 2026 May 14, 2026
Blue Chip Partners, LLC History Added to 2,979,026 135,903 9.78% 9.59% 25 +106,593 3.71% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,950,270 134,592 0.26% 0.26% 26 -246,571 -7.71% Q1 2026 May 01, 2026
TruWealth Advisors, LLC History Added to 2,857,865 130,375 6.26% 6.32% 27 +49,570 1.77% Q1 2026 Apr 09, 2026
Retirement Planning Group, LLC History Added to 2,843,873 129,737 4.02% 3.77% 28 +353,665 14.2% Q1 2026 May 04, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 2,818,729 128,590 2.44% 2.35% 29 +110,352 4.07% Q1 2026 May 01, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,671,846 121,889 2.22% 2.74% 30 -7,509,343 -73.76% Q1 2026 May 07, 2026
Focus Partners Wealth History Reduced 1,760,763 109,580 0.12% 0.12% 31 -604,618 -25.56% Q1 2026 May 14, 2026
McKinley Carter Wealth Services, Inc. History Added to 2,269,756 103,546 5.97% 5.5% 32 +129,541 6.05% Q1 2026 Apr 20, 2026
Summit Financial Strategies, Inc. History Added to 2,226,626 101,578 8.0% 7.91% 33 +135,819 6.5% Q1 2026 May 01, 2026
MML INVESTORS SERVICES, LLC History Reduced 2,159,388 98,511 0.27% 0.28% 34 -307,685 -12.47% Q1 2026 May 04, 2026
WELLS FARGO & COMPANY/MN History Added to 1,986,174 90,609 0.02% 0.01% 35 +199,276 11.15% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Added to 1,973,971 90,052 0.1% 0.1% 36 +83,237 4.4% Q1 2026 May 05, 2026
Octavia Wealth Advisors, LLC History Added to 1,919,010 87,886 8.4% 7.7% 37 +178,021 10.23% Q1 2026 Apr 10, 2026
Valeo Financial Advisors, LLC History Added to 1,934,021 83,194 1.99% 1.69% 38 +177,017 10.07% Q1 2026 May 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,736,248 79,208 0.2% 0.2% 39 +104,822 6.43% Q1 2026 Apr 30, 2026
Corient Private Wealth LLC History Added to 1,715,275 78,140 0.11% 0.05% 40 +783,685 84.12% Q1 2026 May 15, 2026
Henderson Brothers Financial Partners, LLC History New 1,606,810 73,302 18.56% — 41 +1,606,810 New Q1 2026 May 04, 2026
Wealthcare Advisory Partners LLC History Added to 1,523,999 69,524 1.35% 1.36% 42 +19,740 1.31% Q1 2026 Apr 14, 2026
Private Advisor Group, LLC History Added to 1,510,419 68,905 0.32% 0.31% 43 +70,345 4.88% Q1 2026 Apr 24, 2026
Falcon Wealth Planning History Added to 1,505,536 68,682 4.68% 5.25% 44 +150,902 11.14% Q1 2026 Apr 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 1,459,194 66,569 0.85% 0.65% 45 +333,490 29.63% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Added to 1,358,029 61,953 1.48% 1.47% 46 +122,002 9.87% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 1,323,905 60,396 0.66% 0.17% 47 +994,949 302.46% Q1 2026 Apr 20, 2026
Allworth Financial LP History Added to 1,311,022 59,808 0.24% 0.22% 48 +120,652 10.14% Q1 2026 May 14, 2026
Rehmann Capital Advisory Group History Added to 1,296,014 59,103 3.08% 2.87% 49 +99,972 8.36% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 1,274,360 57,919 0.65% 0.34% 50 +692,833 119.14% Q1 2026 May 14, 2026
RFG Advisory, LLC History Reduced 1,263,916 57,659 1.06% 1.21% 51 -135,998 -9.71% Q1 2026 Apr 17, 2026
Aptus Capital Advisors, LLC History Added to 1,254,511 57,230 0.45% 0.4% 52 +37,887 3.11% Q1 2026 May 11, 2026
Integrated Wealth Concepts LLC History Added to 1,240,877 56,608 0.45% 0.61% 53 +116,755 10.39% Q1 2026 May 15, 2026
Arkadios Wealth Advisors History Added to 1,223,952 55,836 0.91% 0.9% 54 +218,020 21.67% Q1 2026 May 18, 2026
Ullmann Wealth Partners Group, LLC History Added to 1,180,978 53,876 5.59% 3.65% 55 +425,002 56.22% Q1 2026 Apr 13, 2026
Triad Wealth Partners, LLC History Added to 1,164,361 53,118 4.21% 4.22% 56 +199,845 20.72% Q1 2026 Apr 16, 2026
Sunburst Financial Group, LLC History Added to 1,146,791 52,316 9.64% 10.34% 57 +36,355 3.27% Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History Added to 1,128,005 51,459 0.28% 0.27% 58 +151,460 15.51% Q1 2026 May 15, 2026
Harbor Group, Inc. History Added to 1,091,929 49,813 7.19% 7.11% 59 +60,625 5.88% Q1 2026 Apr 10, 2026
McGlone Suttner Wealth Management, Inc. History Added to 1,068,057 48,724 6.45% 6.3% 60 +50,721 4.99% Q1 2026 Apr 21, 2026
Navalign, LLC History Added to 1,030,049 46,990 11.85% 11.19% 61 +39,507 3.99% Q1 2026 Apr 29, 2026
Drake & Associates, LLC History Added to 1,020,406 46,550 8.87% 8.42% 62 +101,836 11.09% Q1 2026 May 13, 2026
OLIO Financial Planning History Added to 1,018,206 46,450 12.87% 12.6% 63 +42,465 4.35% Q1 2026 Apr 14, 2026
Crane Advisory, LLC History Added to 1,010,771 46,374 6.94% 7.04% 64 +1,242 0.12% Q1 2026 Apr 20, 2026
Dynamic Advisor Solutions LLC History Added to 968,669 44,190 1.39% 1.38% 65 +36,604 3.93% Q1 2026 Apr 08, 2026
Sherrill & Hutchins Financial Advisory, Inc History Added to 905,462 41,312 24.4% 29.27% 66 +8,868 0.99% Q1 2026 Apr 21, 2026
Bleakley Financial Group, LLC History Added to 902,747 41,183 0.64% 0.7% 67 +26,898 3.07% Q1 2026 May 04, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 898,544 41,128 3.33% 3.14% 68 +15,924 1.8% Q1 2026 Apr 15, 2026
WestHill Financial Advisors, Inc. History Added to 895,365 40,846 7.81% 7.33% 69 +56,989 6.8% Q1 2026 Apr 09, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Added to 871,474 39,756 7.42% 7.38% 70 +15,617 1.82% Q1 2026 May 05, 2026
Shakespeare Wealth Management, LLC History Added to 870,659 39,719 9.4% 7.81% 71 +103,185 13.44% Q1 2026 Apr 30, 2026
Syntegra Private Wealth Group, LLC History New 844,698 38,535 3.66% — 72 +844,698 New Q1 2026 Apr 27, 2026
Lineweaver Wealth Advisors, LLC History Added to 843,285 38,470 5.19% 4.96% 73 +46,976 5.9% Q1 2026 Apr 08, 2026
Brookstone Capital Management History Added to 836,222 38,148 0.44% 0.42% 74 +29,514 3.66% Q1 2026 Apr 16, 2026
Jaffetilchin Investment Partners, LLC History Added to 835,374 38,109 2.27% 0.01% 75 +830,845 18345.0% Q1 2026 May 13, 2026
POWER WEALTH MANAGEMENT LLC History Added to 830,657 37,894 14.1% 13.22% 76 +14,929 1.83% Q1 2026 May 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 819,204 37,372 3.11% 2.85% 77 +40,540 5.21% Q1 2026 May 05, 2026
Pallas Capital Advisors LLC History Reduced 804,597 36,705 1.38% 1.33% 78 -70,994 -8.11% Q1 2026 Apr 21, 2026
Coyle Financial Counsel LLC History Added to 794,794 36,258 7.67% 7.5% 79 +32,406 4.25% Q1 2026 May 12, 2026
Compass Ion Advisors, LLC History Added to 794,361 36,238 3.45% 3.33% 80 +35,975 4.74% Q1 2026 Apr 13, 2026
JANE STREET GROUP, LLC History New 788,878 35,988 0.0% — 81 +788,878 New Q1 2026 May 12, 2026
Arete Wealth Advisors, LLC History Added to 787,482 35,948 2.69% 1.62% 82 +208,517 36.02% Q1 2026 May 20, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 784,486 35,788 4.63% 4.42% 83 +66,233 9.22% Q1 2026 Apr 20, 2026
Ameritas Advisory Services, LLC History Added to 782,368 35,691 1.38% 1.33% 84 +10,925 1.42% Q1 2026 May 12, 2026
Creative Planning History Reduced 776,297 35,414 0.02% 0.03% 85 -80,162 -9.36% Q1 2026 May 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 778,778 35,379 0.02% 0.01% 86 +282,627 56.96% Q1 2026 May 15, 2026
VICUS CAPITAL History Added to 767,829 35,028 2.58% 2.53% 87 +34,625 4.72% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 759,690 34,976 0.62% 0.62% 88 0 0.0% Q4 2025 Feb 06, 2026
Mascoma Wealth Management LLC History Reduced 766,202 34,954 7.22% 7.73% 89 -16,582 -2.12% Q1 2026 Apr 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 763,988 34,852 0.54% 0.41% 90 +322,342 72.99% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 758,834 34,617 1.11% 1.0% 91 +106,166 16.27% Q1 2026 May 15, 2026
ASPIRIANT, LLC History Added to 749,629 34,198 0.97% 0.97% 92 +13,927 1.89% Q1 2026 May 12, 2026
ABLE Financial Group, LLC History Added to 747,549 34,103 6.67% 6.34% 93 +69,911 10.32% Q1 2026 Apr 20, 2026
Baird Financial Group, Inc. History Added to 741,167 33,812 0.05% 0.05% 94 +9,160 1.25% Q1 2026 May 14, 2026
WBH ADVISORY INC History Added to 733,804 33,468 2.51% 2.43% 95 +21,407 3.0% Q1 2026 Apr 27, 2026
Gotham Asset Management, LLC History Added to 713,817 32,564 0.1% 0.09% 96 +203,331 39.83% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 692,789 31,598 0.3% 0.34% 97 +5,394 0.78% Q1 2026 Apr 07, 2026
Wealth Alliance Advisory Group, LLC History Reduced 687,028 31,342 4.96% 5.98% 98 -71,423 -9.42% Q1 2026 Apr 09, 2026
Wealthspire Retirement, LLC History Added to 677,767 30,919 1.85% 1.8% 99 +33,895 5.26% Q1 2026 May 13, 2026
Leelyn Smith, LLC History Added to 674,311 30,762 4.31% 4.18% 100 +46,840 7.46% Q1 2026 Apr 27, 2026
Souders Financial Advisors History Added to 671,714 30,643 3.5% 3.45% 101 +17,732 2.71% Q1 2026 May 04, 2026
NICOLET BANKSHARES INC History New 666,621 30,404 1.12% — 102 +666,621 New Q1 2026 May 14, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Added to 662,891 30,241 10.53% 10.65% 103 +5,787 0.88% Q1 2026 Apr 28, 2026
Stone House Investment Management, LLC History Reduced 652,885 29,784 5.34% 5.73% 104 -148,191 -18.5% Q1 2026 Apr 22, 2026
CPA Asset Management Group, LLC History Reduced 650,837 29,691 9.96% 10.99% 105 -29,343 -4.31% Q1 2026 May 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 644,365 29,557 1.67% 1.58% 106 +60,511 10.36% Q1 2026 Apr 17, 2026
Cyndeo Wealth Partners, LLC History Added to 645,311 29,439 1.55% 1.37% 107 +94,400 17.14% Q1 2026 Apr 13, 2026
VALLEY NATIONAL ADVISERS INC History Added to 634,972 28,967 3.75% 3.76% 108 +45,860 7.78% Q1 2026 Apr 15, 2026
Bank of New York Mellon Corp History Reduced 634,179 28,931 0.01% 0.01% 109 -4,911 -0.77% Q1 2026 May 05, 2026
OneDigital Investment Advisors LLC History Added to 630,342 28,756 0.28% 0.23% 110 +129,678 25.9% Q1 2026 May 08, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 625,513 28,535 7.72% 8.51% 111 +53,398 9.33% Q1 2026 Apr 17, 2026
Financial Strategies Group, Inc. History Added to 621,357 28,501 4.77% 4.67% 112 +62,117 11.11% Q1 2026 May 08, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 620,232 28,315 3.75% 3.48% 113 +54,953 9.72% Q1 2026 Apr 27, 2026
Waverly Advisors, LLC History Added to 617,014 28,148 0.21% 0.22% 114 +25,505 4.31% Q1 2026 May 15, 2026
Presidio Capital Management, LLC History Added to 616,475 28,123 8.17% 8.17% 115 +26,107 4.42% Q1 2026 Apr 08, 2026
Presper Financial Architects, LLC History Added to 614,977 28,055 16.67% 15.06% 116 +36,580 6.32% Q1 2026 Apr 29, 2026
TrueWealth Advisors, LLC History Added to 604,293 27,567 6.93% 5.35% 117 +155,570 34.67% Q1 2026 Apr 09, 2026
NICOLET ADVISORY SERVICES, LLC History No change 591,999 27,308 1.84% 1.84% 118 0 0.0% Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History Added to 588,317 26,839 1.67% 1.55% 119 +67,193 12.89% Q1 2026 Apr 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 581,770 26,540 0.33% 0.35% 120 -30,922 -5.05% Q1 2026 Apr 20, 2026
Bridgewealth Advisory Group, LLC History Added to 580,292 26,472 5.49% 5.28% 121 +61,233 11.8% Q1 2026 May 14, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 579,529 26,438 14.37% 14.28% 122 +14,403 2.55% Q1 2026 Apr 10, 2026
REGIMEN WEALTH, LLC History Added to 575,558 26,256 7.67% 6.79% 123 +71,051 14.08% Q1 2026 May 07, 2026
DeDora Capital, Inc. History Reduced 571,151 26,055 6.39% 6.33% 124 -9,729 -1.67% Q1 2026 Apr 27, 2026
Mariner, LLC History Added to 565,202 25,784 0.03% 0.03% 125 +10,519 1.9% Q1 2026 May 13, 2026
Envision Financial Planning, LLC History Added to 560,272 25,559 9.25% 8.67% 126 +62,385 12.53% Q1 2026 May 15, 2026
Spire Wealth Management History Added to 547,955 24,997 0.85% 0.79% 127 +32,679 6.34% Q1 2026 Apr 22, 2026
Andrews Advisory Associates, LLC History Added to 542,518 24,749 13.03% 12.62% 128 +26,977 5.23% Q1 2026 May 14, 2026
Targeted Financial Services LLC History Added to 533,468 24,336 19.96% 19.34% 129 +45,782 9.39% Q1 2026 Apr 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 529,510 24,156 1.15% 0.92% 130 +92,219 21.09% Q1 2026 May 18, 2026
Main Street Financial Solutions, LLC History No change 523,025 24,080 1.8% 1.8% 131 0 0.0% Q4 2025 Feb 17, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 522,603 23,841 5.07% 4.79% 132 +38,218 7.89% Q1 2026 May 04, 2026
Perigon Wealth Management, LLC History Added to 521,481 23,789 0.43% 0.4% 133 +32,457 6.64% Q1 2026 Apr 10, 2026
Certified Advisory Corp History Added to 507,657 23,159 2.08% 1.93% 134 +47,252 10.26% Q1 2026 Apr 17, 2026
Catawba River Capital History Added to 503,022 22,942 11.03% 4.95% 135 +261,516 108.29% Q1 2026 May 11, 2026
EnRich Financial Partners LLC History Added to 501,558 22,881 6.07% 6.23% 136 +5,248 1.06% Q1 2026 May 05, 2026
Juno Financial Group LLC History Added to 496,414 22,646 8.88% 7.47% 137 +90,966 22.44% Q1 2026 May 06, 2026
Summit Financial, LLC History Added to 490,694 22,473 0.29% 0.29% 138 +62,127 14.5% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 491,557 22,424 0.25% 0.3% 139 +5,244 1.08% Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 478,045 21,808 1.33% 1.39% 140 -204 -0.04% Q1 2026 Apr 13, 2026
BG Investment Services, LLC History Added to 468,984 21,395 17.76% 16.86% 141 +58,073 14.13% Q1 2026 May 08, 2026
KFA Private Wealth Group, LLC History Added to 445,748 20,335 4.88% 4.62% 142 +32,922 7.97% Q1 2026 Apr 20, 2026
Investment Advisory Services Group LLC History Added to 445,066 20,303 17.66% 17.29% 143 +22,048 5.21% Q1 2026 Apr 28, 2026
Watchman Group, Inc. History Added to 442,443 20,184 4.88% 4.52% 144 +30,902 7.51% Q1 2026 Apr 20, 2026
Kastel Capital Advisors, LLC History No change 436,100 20,078 12.32% 12.32% 145 0 0.0% Q1 2026 Apr 20, 2026
PITTENGER & ANDERSON INC History Added to 425,942 19,431 0.77% 0.24% 146 +291,239 216.21% Q1 2026 May 01, 2026
Tidemark, LLC History Added to 421,144 19,212 4.88% 4.96% 148 +42,066 11.1% Q1 2026 May 07, 2026
Occidental Asset Management, LLC History Added to 421,133 19,212 2.28% 2.19% 147 +26,099 6.61% Q1 2026 Apr 15, 2026
BAKER BOYER NATIONAL BANK History Added to 410,175 18,712 5.62% 5.48% 149 +16,237 4.12% Q1 2026 Apr 27, 2026
Dogwood Wealth Management LLC History Added to 408,309 18,627 8.09% 7.66% 150 +32,640 8.69% Q1 2026 May 12, 2026
Buttonwood Financial Advisors Inc. History Added to 407,127 18,573 6.22% 5.88% 151 +24,162 6.31% Q1 2026 Apr 21, 2026
Valmark Advisers, Inc. History Added to 405,292 18,489 0.22% 0.21% 152 +29,148 7.75% Q1 2026 May 01, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 404,100 18,435 1.35% 1.18% 153 +26,046 6.89% Q1 2026 Apr 20, 2026
World Investment Advisors History Added to 397,036 18,112 0.29% 0.26% 154 +48,640 13.96% Q1 2026 Apr 27, 2026
New Insight Wealth Advisors History Added to 395,785 18,055 6.47% 6.36% 155 +9,008 2.33% Q1 2026 May 07, 2026
Meriwether Wealth & Planning, LLC History Added to 395,588 18,046 9.89% 9.41% 156 +33,171 9.15% Q1 2026 Apr 09, 2026
Scott Capital Advisors, LLC History Added to 393,205 18,004 3.65% 3.48% 157 +51,788 15.17% Q1 2026 Apr 15, 2026
tru Independence LLC History Added to 394,207 17,983 8.89% 4.36% 158 +18,466 4.91% Q1 2026 Apr 22, 2026
Prime Capital Investment Advisors, LLC History Added to 392,277 17,895 0.21% 0.12% 159 +176,600 81.88% Q1 2026 May 08, 2026
Ashton Thomas Private Wealth, LLC History Added to 387,094 17,659 0.42% 0.38% 160 +53,134 15.91% Q1 2026 May 11, 2026
PCA Investment Advisory Services Inc. History Added to 386,458 17,653 5.89% 5.73% 161 +31,134 8.76% Q1 2026 May 11, 2026
Linscomb Wealth, Inc. History Added to 385,241 17,574 0.78% 0.65% 162 +48,714 14.48% Q1 2026 May 11, 2026
Selby Wealth Management, LLC History Reduced 379,651 17,319 6.82% 7.08% 163 -1,997 -0.52% Q1 2026 Apr 08, 2026
NewEdge Advisors, LLC History Reduced 921,641 17,207 0.8% 0.2% 164 -302,758 -24.73% Q1 2026 May 15, 2026
KICKSTAND VENTURES, LLC. History Added to 375,793 17,143 3.61% 3.55% 165 +9,766 2.67% Q1 2026 May 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 374,192 17,070 2.09% 0.1% 166 +356,078 1965.76% Q1 2026 May 05, 2026
Baker Ellis Asset Management LLC History Reduced 373,551 17,041 2.02% 2.09% 167 -3,606 -0.96% Q1 2026 Apr 17, 2026
Investment Planning Advisors, Inc. History Added to 373,042 17,018 4.69% 4.96% 168 +3,326 0.9% Q1 2026 Apr 23, 2026
Destiny Wealth Partners, LLC History New 372,364 16,987 1.86% — 169 +372,364 New Q1 2026 May 11, 2026
Cornerstone Wealth Group, LLC History Added to 369,509 16,964 1.09% 1.04% 170 +39,275 11.89% Q1 2026 Apr 22, 2026
RCS Financial Planning, LLC History Added to 368,095 16,857 8.74% 7.06% 171 +14,331 4.05% Q1 2026 Apr 21, 2026
ETF Portfolio Partners, Inc. History Added to 366,385 16,714 4.39% 4.25% 172 +8,463 2.36% Q1 2026 May 13, 2026
Forbes Financial Planning, Inc. History Added to 365,535 16,675 9.63% 9.74% 173 +3,796 1.05% Q1 2026 Apr 17, 2026
D.A. DAVIDSON & CO. History Added to 365,111 16,656 0.1% 0.1% 174 +26,004 7.67% Q1 2026 May 05, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 360,474 16,444 1.22% 1.12% 175 +19,069 5.59% Q1 2026 Apr 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 356,723 16,305 0.03% 0.01% 176 +154,249 76.18% Q1 2026 Apr 08, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 356,925 16,282 1.8% 1.69% 177 +30,747 9.43% Q1 2026 May 14, 2026
CMG Global Holdings, LLC History Reduced 356,532 16,265 7.75% 7.65% 178 -18,512 -4.94% Q1 2026 May 01, 2026
Gladstone Institutional Advisory LLC History Added to 355,628 16,223 0.6% 0.34% 179 +157,893 79.85% Q1 2026 May 14, 2026
EdgeRock Capital LLC History Reduced 354,096 16,146 4.37% 4.88% 180 -43,860 -11.02% Q1 2026 Apr 16, 2026
Pearl Planning LLC History New 351,175 16,020 8.56% — 181 +351,175 New Q1 2026 Apr 30, 2026
MAI Capital Management History Added to 350,905 16,008 0.09% 0.09% 182 +29,533 9.19% Q1 2026 May 15, 2026
Rise Advisors, LLC History Added to 330,148 15,058 5.31% 5.25% 183 +10,656 3.34% Q1 2026 Apr 03, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 329,316 15,023 2.22% 2.25% 184 +11,478 3.61% Q1 2026 Apr 16, 2026
Goldstone Financial Group, LLC History Added to 327,345 14,933 1.62% 1.42% 185 +50,642 18.3% Q1 2026 Apr 24, 2026
Stratos Wealth Partners, LTD. History Added to 326,915 14,913 0.17% 0.04% 186 +243,090 290.0% Q1 2026 Apr 28, 2026
COURIER CAPITAL LLC History Added to 321,732 14,677 0.82% 0.76% 187 +27,874 9.49% Q1 2026 Apr 23, 2026
Physician Wealth Advisors, Inc. History Added to 316,985 14,460 2.01% 1.82% 188 +32,322 11.35% Q1 2026 Apr 24, 2026
Graney & King, LLC History Added to 315,006 14,370 7.75% 8.11% 189 +13,601 4.51% Q1 2026 May 18, 2026
Salus Financial Advisors, LLC History Added to 313,851 14,317 8.35% 8.22% 190 +15,910 5.34% Q1 2026 Apr 23, 2026
S Harris Financial Group, LLC History Added to 313,496 14,301 13.04% 12.51% 191 +29,675 10.46% Q1 2026 Apr 21, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 313,395 14,297 4.5% 4.51% 192 -2,057 -0.65% Q1 2026 Apr 16, 2026
Stratos Wealth Advisors, LLC History Added to 310,291 14,155 0.87% 0.61% 193 +34,904 12.67% Q1 2026 Apr 28, 2026
Mountain Hill Investment Partners Corp. History Reduced 307,549 14,030 8.3% 10.35% 194 -6,291 -2.0% Q1 2026 May 01, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Added to 305,333 13,929 2.22% 2.1% 195 +29,336 10.63% Q1 2026 May 14, 2026
LongView Wealth Management History Added to 299,574 13,786 3.46% 2.8% 196 +48,640 19.38% Q1 2026 Apr 15, 2026
OneAscent Financial Services LLC History New 297,832 13,587 0.74% — 197 +297,832 New Q1 2026 Apr 21, 2026
OPPENHEIMER & CO INC History Added to 295,847 13,496 0.16% 0.17% 198 +40,142 15.7% Q1 2026 Apr 23, 2026
FWG Holdings, LLC History Added to 295,364 13,483 5.1% 4.63% 199 +64,905 28.16% Q1 2026 Apr 13, 2026
Destiny Capital Corp/CO History Added to 285,578 13,028 6.94% 6.56% 200 +8,670 3.13% Q1 2026 May 11, 2026
Cyr Financial Inc. History Added to 285,529 13,025 7.67% 7.55% 201 +22,699 8.64% Q1 2026 Apr 24, 2026
Goodwin Investment Advisory History Added to 284,777 12,991 15.47% 14.24% 202 +3,010 1.07% Q1 2026 May 12, 2026
TrustWell Financial Advisors, LLC History Added to 278,209 12,691 11.94% 11.26% 203 +25,292 10.0% Q1 2026 May 07, 2026
Milestone Investment Advisors LLC History Reduced 274,247 12,511 3.02% 3.08% 204 -1,669 -0.6% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History New 272,762 12,443 0.0% — 205 +272,762 New Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 270,239 12,328 0.07% 0.04% 206 +19,758 7.89% Q1 2026 Apr 29, 2026
Argo Wealth Advisory, LLC History Added to 269,819 12,309 7.22% 7.19% 207 +8,924 3.42% Q1 2026 Apr 21, 2026
TRUIST FINANCIAL CORP History Added to 267,719 12,213 0.02% 0.01% 208 +32,893 14.01% Q1 2026 Apr 27, 2026
MEMBERS WEALTH LLC History Reduced 264,915 12,172 7.27% 7.91% 209 -8,415 -3.08% Q1 2026 Apr 23, 2026
PFG Advisors History Reduced 266,122 12,140 0.59% 0.99% 210 -177,242 -39.98% Q1 2026 May 05, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 262,336 12,054 8.42% 7.12% 211 +62,579 31.33% Q1 2026 May 15, 2026
Cornerstone Wealth Management, LLC History Added to 263,290 12,011 0.6% 0.62% 212 +6,350 2.47% Q1 2026 Apr 23, 2026
STIFEL FINANCIAL CORP History Reduced 262,439 11,972 0.01% 0.01% 213 -25,391 -8.82% Q1 2026 May 12, 2026
NewEdge Wealth, LLC History Added to 261,847 11,945 0.14% 0.07% 214 +125,646 92.25% Q1 2026 May 13, 2026
Rooted Wealth Advisors, Inc. History Reduced 254,617 11,722 3.09% 3.3% 215 -536 -0.21% Q1 2026 Apr 21, 2026
Focus Partners Advisor Solutions, LLC History Added to 253,718 11,574 0.12% 0.13% 216 +17,779 7.54% Q1 2026 May 13, 2026
Insight Wealth Partners, LLC History Added to 252,939 11,539 1.62% 1.5% 217 +15,130 6.36% Q1 2026 May 13, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 251,985 11,495 11.5% 11.68% 218 +47 0.02% Q1 2026 Apr 16, 2026
Resolute Wealth Strategies, LLC History Added to 251,544 11,475 4.95% 5.04% 219 +1,648 0.66% Q1 2026 May 07, 2026
SPWM Advisors LLC History Added to 251,084 11,426 9.92% 8.77% 220 +50,431 25.13% Q1 2026 May 14, 2026
USAdvisors Wealth Management, LLC History Added to 251,179 11,423 3.79% 3.69% 221 +8,004 3.29% Q1 2026 Apr 27, 2026
Mutual Advisors, LLC History Added to 249,946 11,402 0.24% 0.16% 222 +90,874 57.13% Q1 2026 May 01, 2026
Apella Capital, LLC History Added to 246,253 11,339 0.17% 0.2% 223 +30,217 13.99% Q1 2026 Apr 20, 2026
Atria Investments, Inc History Added to 247,428 11,287 0.13% 0.12% 224 +17,379 7.55% Q1 2026 May 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 247,046 11,240 0.2% 0.39% 225 +64,734 35.51% Q1 2026 May 01, 2026
Advisory Services Network, LLC History Added to 244,874 11,171 0.15% 0.15% 226 +15,872 6.93% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 242,388 11,159 0.07% 0.07% 227 +14,721 6.47% Q1 2026 May 15, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 242,177 11,048 1.36% 1.59% 228 -33,291 -12.09% Q1 2026 Apr 27, 2026
Dickmeyer Boyce Financial Management, Inc. History New 241,396 11,012 6.48% — 229 +241,396 New Q1 2026 May 13, 2026
Advyzon Investment Management, LLC History Added to 236,784 10,802 0.97% 0.03% 230 +231,857 4705.85% Q1 2026 May 12, 2026
Williams & Novak, LLC History Reduced 235,927 10,760 8.05% 10.41% 231 -64,324 -21.42% Q1 2026 Apr 20, 2026
Clarity Wealth Advisors, LLC History Added to 235,822 10,758 2.21% 2.01% 232 +21,963 10.27% Q1 2026 Apr 24, 2026
Centerline Wealth Advisors, LLC History Reduced 235,446 10,741 3.86% 4.64% 233 -42,845 -15.4% Q1 2026 Apr 14, 2026
STEPH & CO History Reduced 235,154 10,727 3.06% 3.59% 234 -35,227 -13.03% Q1 2026 Apr 17, 2026
Storen Legacy Partners, LLC History New 233,288 10,642 3.34% — 235 +233,288 New Q1 2026 Apr 22, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 229,100 10,451 0.02% 0.01% 236 +118,800 107.71% Q1 2026 May 14, 2026
Holos Integrated Wealth LLC History Added to 223,497 10,218 5.17% 5.35% 237 +15,260 7.33% Q1 2026 Apr 08, 2026
TD Waterhouse Canada Inc. History Added to 218,101 9,942 0.03% 0.05% 238 +35,437 19.4% Q1 2026 May 12, 2026
Provident Living Financial Services, Inc. History Reduced 216,372 9,870 10.89% 9.83% 239 -1,072 -0.49% Q1 2026 May 13, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 214,883 9,802 2.13% 13.89% 240 -1,099,505 -83.65% Q1 2026 May 11, 2026
Dakota Wealth Management History Added to 212,021 9,672 0.21% 0.17% 241 +5,199 2.51% Q1 2026 May 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 210,199 9,589 0.31% 0.17% 242 +234 0.11% Q1 2026 Apr 29, 2026
WNY Asset Management, LLC History New 207,556 9,468 0.98% — 243 +207,556 New Q1 2026 May 22, 2026
Opes Wealth Management LLC History Added to 205,478 9,373 1.54% 1.51% 244 +3,825 1.9% Q1 2026 Apr 28, 2026
OmniStar Financial Group, Inc. History Added to 196,887 8,981 4.66% 4.42% 245 +33,130 20.23% Q1 2026 May 15, 2026
Sachetta, LLC History Added to 195,750 8,931 4.84% 4.75% 246 +7,225 3.83% Q1 2026 May 01, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 194,437 8,870 1.49% 1.36% 247 +12,554 6.9% Q1 2026 Apr 29, 2026
Sonoma Allocations LLC History Reduced 193,762 8,857 3.06% 3.05% 248 -5,950 -2.98% Q1 2026 May 19, 2026
INTEGRATED WEALTHCARE, LLC History Reduced 194,130 8,856 7.41% 7.53% 249 -490 -0.25% Q1 2026 May 08, 2026
TSFG, LLC History Added to 193,718 8,837 1.34% 1.26% 250 +10,211 5.56% Q1 2026 Apr 27, 2026
Mayfair Advisory Group, LLC History Added to 190,368 8,684 3.03% 3.37% 251 +1,934 1.03% Q1 2026 Apr 21, 2026
HighPoint Advisor Group LLC History New 189,838 8,660 0.36% — 252 +189,838 New Q1 2026 May 14, 2026
Clarity Retirement & Wealth, LLC History Reduced 188,592 8,603 6.94% 9.0% 253 -33,583 -15.12% Q1 2026 Apr 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 187,357 8,547 0.44% 0.33% 254 +50,885 37.29% Q1 2026 Apr 15, 2026
Cooper Financial Group History Reduced 186,094 8,489 0.86% 0.94% 255 -4,910 -2.57% Q1 2026 Apr 07, 2026
Waterway Wealth Management, LLC History Added to 184,513 8,417 1.86% 0.08% 256 +176,937 2335.49% Q1 2026 Apr 21, 2026
Janney Montgomery Scott LLC History Added to 184,485 8,416 0.02% 0.01% 257 +56,618 44.28% Q1 2026 Apr 22, 2026
CRA Financial Services, LLC History Added to 182,207 8,312 1.08% 0.83% 258 +44,918 32.72% Q1 2026 Apr 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 181,298 8,270 0.39% 0.29% 259 +52,299 40.54% Q1 2026 Apr 28, 2026
TD Capital Management LLC History Added to 180,278 8,224 0.74% 0.72% 260 +4,512 2.57% Q1 2026 May 11, 2026
OpenArc Corporate Advisory, LLC History Added to 179,866 8,205 0.12% 0.11% 261 +29,712 19.79% Q1 2026 May 11, 2026
Keystone Wealth Services, LLC History Reduced 177,897 8,115 1.74% 1.74% 262 -1,931 -1.07% Q1 2026 May 13, 2026
Greykasell Wealth Strategies, Inc. History Added to 177,699 8,106 3.27% 3.18% 263 +2,884 1.65% Q1 2026 May 07, 2026
Landmark Wealth Management, LLC History Added to 173,139 7,898 2.11% 2.34% 264 +40,057 30.1% Q1 2026 Apr 29, 2026
SilverOak Wealth Management LLC History Added to 171,163 7,808 1.23% 1.13% 265 +14,983 9.59% Q1 2026 Apr 29, 2026
Sigma Planning Corp History Added to 170,652 7,785 0.22% 0.21% 266 +4,395 2.64% Q1 2026 May 04, 2026
Merkkuri Wealth Advisors LLC History Reduced 169,808 7,746 5.13% 5.44% 267 -3,696 -2.13% Q1 2026 Apr 21, 2026
Split Rock Private Trading & Wealth Management, LLC History Reduced 168,129 7,670 5.94% 11.26% 268 -136,969 -44.89% Q1 2026 Apr 28, 2026
WealthCare Investment Partners, LLC History Added to 165,990 7,594 2.11% 2.21% 269 +1,213 0.74% Q1 2026 Apr 08, 2026
Flavin Financial Services, Inc. History Added to 165,493 7,549 5.08% 5.15% 270 +2,303 1.41% Q1 2026 May 07, 2026
&PARTNERS History Added to 163,538 7,518 0.04% 0.03% 271 +51,937 46.54% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 164,356 7,497 0.01% 0.0% 272 +162,657 9573.69% Q1 2026 May 01, 2026
Parcion Private Wealth LLC History Added to 163,828 7,473 0.46% 0.45% 273 +3,433 2.14% Q1 2026 Apr 22, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 162,999 7,436 0.71% 0.66% 274 +15,078 10.19% Q1 2026 May 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 161,021 7,323 0.46% 0.28% 275 +30,671 23.53% Q1 2026 Apr 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 159,191 7,262 0.24% 0.23% 276 +5,818 3.79% Q1 2026 May 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 158,120 7,252 1.11% 0.9% 277 +34,903 28.33% Q1 2026 Apr 16, 2026
BOS Asset Management, LLC History Added to 158,886 7,248 1.85% 1.78% 278 +14,124 9.76% Q1 2026 Apr 08, 2026
CMH Wealth Management LLC History Added to 155,426 7,117 1.22% 1.52% 279 +2,087 1.36% Q1 2026 Apr 13, 2026
Dentgroup LLC History No change 152,758 7,032 4.83% 4.83% 280 0 0.0% Q4 2025 Jan 28, 2026
WEALTHSPAN PARTNERS, LLC History Added to 152,587 6,961 2.45% 2.45% 281 +5,925 4.04% Q1 2026 Apr 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 150,077 6,846 0.52% 0.53% 282 +7,443 5.22% Q1 2026 Apr 30, 2026
Axis Wealth Partners, LLC History Added to 147,075 6,709 3.57% 3.52% 283 +8,815 6.38% Q1 2026 Apr 24, 2026
Eaton Financial Holdings Company, LLC History Added to 146,874 6,700 2.19% 1.75% 284 +5,755 4.08% Q1 2026 Apr 15, 2026
Sentinel Advisory Group, LLC History New 146,305 6,674 3.25% — 285 +146,305 New Q1 2026 May 14, 2026
TFB Advisors LLC History Reduced 140,256 6,398 3.35% 1.86% 286 -4,510 -3.12% Q1 2026 Apr 20, 2026
Accelerate Investment Advisors LLC History Reduced 139,968 6,385 4.27% 4.54% 287 -6,330 -4.33% Q1 2026 Apr 13, 2026
UNIQUE WEALTH, LLC History Added to 139,456 6,361 0.88% 0.88% 288 +2,064 1.5% Q1 2026 Apr 21, 2026
Jeter Robert S II History New 138,248 6,324 6.3% — 289 +138,248 New Q1 2026 May 11, 2026
Baker Avenue Asset Management, LP History Reduced 138,254 6,307 0.14% 0.16% 290 -8,702 -5.92% Q1 2026 May 12, 2026
Parallel Advisors, LLC History Reduced 137,807 6,286 0.11% 0.12% 291 -6,977 -4.82% Q1 2026 May 07, 2026
MCF Advisors LLC History Reduced 135,108 6,187 0.27% 0.37% 292 -8,799 -6.11% Q1 2026 May 11, 2026
Keenan, LLC History Added to 133,605 6,101 5.15% 4.12% 293 +31,746 31.17% Q1 2026 Apr 22, 2026
Visionary Wealth Advisors History Added to 133,122 6,073 0.27% 0.27% 294 +4,490 3.49% Q1 2026 May 13, 2026
IHT Wealth Management, LLC History Reduced 130,515 5,954 0.14% 0.19% 295 -41,203 -23.99% Q1 2026 May 15, 2026
Strata Wealth Advisors, LLC History Added to 129,850 5,923 1.62% 1.3% 296 +27,974 27.46% Q1 2026 Apr 28, 2026
OakTrust Wealth Advisors, LLC History Added to 129,763 5,919 5.39% 5.2% 297 +7,468 6.11% Q1 2026 Apr 23, 2026
Barry Investment Advisors, LLC History Added to 128,125 5,867 1.29% 1.08% 298 +23,595 22.57% Q1 2026 Apr 23, 2026
Prosperity Consulting Group, LLC History Added to 128,550 5,864 0.26% 0.24% 299 +12,727 10.99% Q1 2026 May 05, 2026
Stratos Investment Management, LLC History Added to 128,307 5,853 0.23% 0.23% 300 +1,280 1.01% Q1 2026 Apr 28, 2026
Clearwave Capital, LLC History Added to 127,605 5,821 3.98% 3.91% 301 +12,461 10.82% Q1 2026 Apr 29, 2026
TritonPoint Partners, LLC History Added to 126,297 5,784 2.13% 1.97% 302 +46,549 58.37% Q1 2026 Apr 28, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 126,115 5,753 4.03% 3.46% 303 +474 0.38% Q1 2026 Apr 30, 2026
LINCOLN CAPITAL CORP History Reduced 125,494 5,725 2.11% 2.08% 304 -1,792 -1.41% Q1 2026 Apr 16, 2026
Quad-Cities Investment Group, LLC History Added to 125,251 5,713 2.28% 2.31% 305 +3,708 3.05% Q1 2026 Apr 21, 2026
Clearview Wealth Management LLC History New 124,707 5,689 4.02% — 306 +124,707 New Q1 2026 May 15, 2026
Davis Wealth Advisors, LLC History Added to 123,357 5,627 4.68% 4.27% 307 +11,761 10.54% Q1 2026 May 14, 2026
Schwallier Wealth Management LLC History New 123,342 5,626 4.11% — 308 +123,342 New Q1 2026 May 05, 2026
PRINCIPAL SECURITIES, INC. History Added to 122,306 5,579 0.08% 0.06% 309 +36,528 42.58% Q1 2026 May 13, 2026
Composition Wealth, LLC History Added to 122,098 5,570 0.08% 0.03% 310 +77,818 175.74% Q1 2026 Apr 08, 2026
Onyx Bridge Wealth Group LLC History Reduced 120,076 5,483 0.59% 0.59% 311 -501 -0.42% Q1 2026 Apr 22, 2026
Essential Planning, LLC. History Added to 119,941 5,471 1.74% 1.34% 312 +28,327 30.92% Q1 2026 Apr 22, 2026
COMERICA BANK History No change 118,747 5,467 0.02% 0.02% 313 0 0.0% Q4 2025 Jan 29, 2026
Carnegie Investment Counsel History Reduced 119,431 5,448 0.11% 0.11% 314 -6,791 -5.38% Q1 2026 May 01, 2026
AMERIPRISE FINANCIAL INC History Reduced 119,252 5,440 0.0% 0.0% 315 -50,304 -29.67% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 119,070 5,431 0.11% 0.12% 316 +4,403 3.84% Q1 2026 Apr 13, 2026
RDA Financial Network History Added to 116,664 5,322 1.33% 1.23% 317 +5,830 5.26% Q1 2026 Apr 08, 2026
Chesley Taft & Associates LLC History Added to 116,590 5,318 0.22% 0.19% 318 +12,300 11.79% Q1 2026 Apr 13, 2026
Walker Financial Services, Inc. History Reduced 115,949 5,289 1.81% 2.61% 319 -40,436 -25.86% Q1 2026 Apr 29, 2026
CFO4Life Group, LLC History Added to 115,899 5,287 0.81% 0.74% 320 +2,950 2.61% Q1 2026 May 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 115,196 5,255 1.1% 1.17% 321 +855 0.75% Q1 2026 Apr 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 115,084 5,250 0.07% 0.02% 322 +80,140 229.34% Q1 2026 May 11, 2026
Betterment LLC History Reduced 112,977 5,154 0.01% 0.01% 323 -3,726 -3.19% Q1 2026 May 14, 2026
Intrua Financial, LLC History Added to 112,665 5,139 0.53% 0.42% 324 +25,313 28.98% Q1 2026 Apr 23, 2026
FIRST UNITED BANK & TRUST History Added to 112,352 5,125 1.66% 1.59% 325 +3,963 3.66% Q1 2026 Apr 21, 2026
Cornerstone Wealth, LLC/TN History New 111,058 5,092 2.87% — 326 +111,058 New Q1 2026 May 19, 2026
Spectrum Investment Advisors, Inc. History Added to 111,328 5,078 2.52% 2.4% 327 +7,376 7.1% Q1 2026 Apr 14, 2026
Maple Capital Management, Inc. History Added to 110,606 5,045 0.34% 0.31% 328 +4,222 3.97% Q1 2026 May 08, 2026
Madison Wealth Partners, Inc History Reduced 109,810 5,009 0.8% 0.94% 329 -1,933 -1.73% Q1 2026 Apr 30, 2026
Allen Capital Group, LLC History No change 108,715 5,005 0.46% 0.46% 330 0 0.0% Q4 2025 Feb 09, 2026
Ascentis Independent Advisors History Added to 109,674 5,002 0.38% 0.5% 331 +42,687 63.72% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Added to 109,227 4,982 0.11% 0.09% 332 +14,586 15.41% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 108,192 4,935 0.01% 0.01% 333 -26,232 -19.51% Q1 2026 May 15, 2026
InTrack Investment Management Inc History Added to 104,897 4,785 2.73% 2.29% 334 +15,876 17.83% Q1 2026 Apr 06, 2026
Opal Wealth Advisors, LLC History Added to 104,211 4,754 1.07% 1.17% 335 +6,684 6.85% Q1 2026 Apr 14, 2026
Triangle Securities Wealth Management History Added to 103,709 4,731 1.07% 0.93% 336 +8,319 8.72% Q1 2026 Apr 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 103,658 4,728 0.21% 0.2% 337 +11,036 11.92% Q1 2026 Apr 28, 2026
Cadia Private Client LLC History Added to 103,489 4,721 3.83% 3.72% 338 +1,550 1.52% Q1 2026 May 20, 2026
Ipsen Advisor Group LLC History No change 101,835 4,688 3.33% 3.33% 339 0 0.0% Q4 2025 Feb 11, 2026
PKS Advisory Services, LLC History Added to 101,332 4,622 1.07% 1.01% 340 +4,911 5.09% Q1 2026 May 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 99,609 4,544 7.11% 7.41% 341 +2,570 2.65% Q1 2026 May 04, 2026
Investment Advisory Group, LLC History Added to 98,519 4,494 1.14% 0.84% 342 +27,334 38.4% Q1 2026 Apr 22, 2026
U.S. Capital Wealth Advisors, LLC History Added to 97,589 4,452 0.11% 0.05% 343 +57,668 144.46% Q1 2026 Apr 07, 2026
Family Capital Management, Inc. History Added to 97,192 4,433 1.97% 1.72% 344 +13,316 15.88% Q1 2026 Apr 22, 2026
Richard W. Paul & Associates, LLC History New 96,600 4,406 1.48% — 345 +96,600 New Q1 2026 May 13, 2026
Lebenthal Global Advisors, LLC History Reduced 95,876 4,373 0.64% 1.28% 346 -84,459 -46.83% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 95,596 4,361 0.04% 0.06% 347 -96,307 -50.19% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Reduced 95,193 4,329 0.16% 0.19% 348 -13,040 -12.05% Q1 2026 May 15, 2026
Essex Financial Services, Inc. History Reduced 94,253 4,299 0.24% 0.27% 349 -8,674 -8.43% Q1 2026 Apr 24, 2026
Canvas Wealth Advisors, LLC History Added to 90,568 4,144 0.7% 0.51% 350 +25,252 38.66% Q1 2026 Apr 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 90,515 4,129 0.81% 1.44% 351 -58,001 -39.05% Q1 2026 May 15, 2026
LEIGH BALDWIN & CO., LLC History Added to 90,051 4,108 2.66% 2.37% 352 +11,677 14.9% Q1 2026 May 20, 2026
PlanVest Financial, Inc History New 86,922 3,965 3.02% — 353 +86,922 New Q1 2026 May 14, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Reduced 85,788 3,928 2.53% 2.72% 354 -290 -0.34% Q1 2026 Apr 21, 2026
UPTICK PARTNERS, LLC History Added to 85,039 3,879 0.77% 0.65% 355 +18,501 27.81% Q1 2026 May 01, 2026
Advisor OS, LLC History Reduced 84,982 3,876 0.28% 0.33% 356 -3,018 -3.43% Q1 2026 May 07, 2026
Ausdal Financial Partners, Inc. History Added to 84,753 3,866 0.17% 0.17% 357 +4,788 5.99% Q1 2026 May 12, 2026
Essex LLC History Added to 83,871 3,826 0.68% 0.07% 358 +75,403 890.45% Q1 2026 Apr 24, 2026
DecisionMap Wealth Management, LLC History Added to 83,864 3,825 2.48% 1.91% 359 +16,544 24.58% Q1 2026 Apr 15, 2026
Armor Investment Advisors, LLC History Added to 83,445 3,806 1.37% 0.44% 360 +57,696 224.07% Q1 2026 Apr 29, 2026
Savvy Advisors, Inc. History Reduced 83,428 3,805 0.1% 0.15% 361 -14,751 -15.02% Q1 2026 May 11, 2026
Fiduciary Alliance LLC History Added to 82,040 3,769 0.23% 0.23% 362 +4,903 6.36% Q1 2026 Apr 20, 2026
Paragon Advisors, LLC History Reduced 81,864 3,734 1.01% 1.11% 363 -6,774 -7.64% Q1 2026 May 04, 2026
DAHRING | CUSMANO LLC History Reduced 81,497 3,717 2.29% 7.57% 364 -155,035 -65.55% Q1 2026 May 05, 2026
Bryant Woods Investment Advisors, LLC History Added to 81,148 3,702 1.36% 0.88% 365 +31,739 64.24% Q1 2026 Apr 28, 2026
Tower Wealth Partners, Inc. History Added to 80,919 3,691 2.04% 2.03% 366 +766 0.96% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Added to 80,273 3,662 0.01% 0.01% 367 +11,981 17.54% Q1 2026 May 14, 2026
Marks Group Wealth Management, Inc History Added to 79,992 3,649 0.35% 0.03% 368 +72,241 932.02% Q1 2026 May 05, 2026
Red Mountain Financial, LLC History Reduced 79,847 3,642 3.43% 3.78% 369 -3,865 -4.62% Q1 2026 Apr 28, 2026
ALEXANDER LABRUNERIE & CO., INC. History Reduced 79,473 3,625 1.36% 1.34% 370 -818 -1.02% Q1 2026 May 18, 2026
Simplicity Wealth,LLC History Added to 78,933 3,600 0.2% 0.17% 371 +16,130 25.68% Q1 2026 Apr 30, 2026
21 West Wealth Management LLC History Added to 78,042 3,560 3.31% 3.14% 372 +3,464 4.64% Q1 2026 Apr 15, 2026
Horizon Investment Services, LLC History Added to 78,031 3,559 1.24% 1.28% 373 +571 0.74% Q1 2026 May 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 77,792 3,548 0.52% 0.47% 374 +4,891 6.71% Q1 2026 Apr 08, 2026
Shore Point Advisors, LLC History Added to 85,485 3,485 1.38% 1.37% 375 +7,892 10.17% Q1 2026 Apr 08, 2026
BETO FINANCIAL GROUP, LLC History Reduced 74,829 3,415 2.0% 3.23% 376 -29,495 -28.27% Q1 2026 May 11, 2026
KG Capital Management History Added to 74,626 3,404 2.44% 0.73% 377 +11,058 17.4% Q1 2026 Apr 22, 2026
M Holdings Securities, Inc. History Reduced 73,573 3,357 0.23% 0.36% 378 -34,782 -32.1% Q1 2026 May 12, 2026
Soltis Investment Advisors LLC History Added to 73,382 3,347 0.21% 0.04% 379 +59,294 420.88% Q1 2026 Apr 27, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 72,591 3,311 0.21% 0.18% 380 +9,867 15.73% Q1 2026 May 06, 2026
Boston Partners History Added to 70,879 3,246 0.0% 0.0% 381 +14,869 26.55% Q1 2026 May 11, 2026
FIFTH THIRD SECURITIES, INC. History Added to 70,746 3,227 0.21% 0.18% 382 +10,731 17.88% Q1 2026 Apr 15, 2026
NATIXIS ADVISORS, LLC History New 70,475 3,215 0.0% — 383 +70,475 New Q1 2026 May 13, 2026
XY Planning Network, Inc. History Added to 70,065 3,195 0.51% 0.53% 384 +4,096 6.21% Q1 2026 Apr 14, 2026
Bucket List Wealth Management, LLC History New 70,004 3,193 1.92% — 385 +70,004 New Q1 2026 May 07, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 69,754 3,182 1.39% 1.27% 386 +14,166 25.48% Q1 2026 Apr 24, 2026
Capital Asset Advisory Services LLC History Added to 68,949 3,174 0.12% 0.12% 387 +4,918 7.68% Q1 2026 Apr 24, 2026
Wingate Wealth Advisors, Inc. History Added to 69,418 3,166 1.69% 1.39% 388 +15,233 28.11% Q1 2026 May 01, 2026
Sowell Financial Services LLC History Added to 68,510 3,125 0.12% 0.11% 389 +1,005 1.49% Q1 2026 Apr 20, 2026
Peterson Wealth Advisors, LLC History Reduced 68,049 3,104 0.41% 0.54% 390 -20,283 -22.96% Q1 2026 Apr 09, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 66,418 3,029 0.2% 0.18% 391 +6,147 10.2% Q1 2026 Apr 22, 2026
Future Financial Wealth Managment LLC History Reduced 65,546 3,011 1.94% 2.1% 392 -2,471 -3.63% Q1 2026 Apr 16, 2026
Mainsail Financial Group, LLC History Reduced 65,517 2,988 1.24% 1.34% 393 -4,694 -6.69% Q1 2026 Apr 15, 2026
BENJAMIN EDWARDS INC History Reduced 64,505 2,942 0.03% 0.04% 394 -12,033 -15.72% Q1 2026 May 12, 2026
COZAD ASSET MANAGEMENT INC History No change 63,407 2,919 0.23% 0.23% 395 0 0.0% Q4 2025 Feb 13, 2026
Align Financial, LLC History Reduced 63,807 2,910 1.65% 1.79% 396 -3,014,519 -97.93% Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History Added to 63,567 2,899 0.15% 0.13% 397 +8,701 15.86% Q1 2026 Apr 17, 2026
SHP Wealth Management History Added to 63,515 2,897 0.22% 0.18% 398 +12,886 25.45% Q1 2026 May 08, 2026
Mascagni Wealth Management, Inc. History Reduced 63,058 2,876 2.05% 2.21% 399 -1,308 -2.03% Q1 2026 May 19, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 62,661 2,858 0.0% 0.01% 400 -6,318 -9.16% Q1 2026 May 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 61,750 2,817 0.18% 0.15% 401 +7,800 14.46% Q1 2026 May 15, 2026
Forthright Family Wealth Advisory LLC History New 62,118 2,814 1.89% — 402 +62,118 New Q1 2026 May 13, 2026
Marble Wealth, LLC History Added to 61,308 2,796 0.49% 0.29% 403 +16,205 35.93% Q1 2026 May 14, 2026
Warwick Investment Management, Inc. History Reduced 60,726 2,770 0.4% 0.5% 404 -9,699 -13.77% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 60,680 2,768 0.01% 0.02% 405 -9,586 -13.64% Q1 2026 May 05, 2026
Verity Asset Management, Inc. History Added to 60,653 2,766 1.16% 1.09% 406 +5,428 9.83% Q1 2026 Apr 21, 2026
FORONJY FINANCIAL LLC History Reduced 59,973 2,735 1.14% 1.16% 407 -356 -0.59% Q1 2026 Apr 23, 2026
OLD MISSION CAPITAL LLC History Reduced 59,415 2,710 0.04% 0.06% 408 -712 -1.18% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Reduced 59,235 2,702 0.02% 0.02% 409 -12,804 -17.77% Q1 2026 Apr 30, 2026
Golden State Wealth Management, LLC History Reduced 58,751 2,680 0.29% 0.31% 410 -4,633 -7.31% Q1 2026 Apr 28, 2026
Summit Wealth Partners, LLC History Added to 58,685 2,677 0.42% 0.31% 411 +22,500 62.18% Q1 2026 Apr 17, 2026
Retirement Management Systems Inc. History Reduced 58,134 2,652 0.64% 0.69% 412 -724 -1.23% Q1 2026 Apr 14, 2026
HARMONY ASSET MANAGEMENT LLC History New 57,944 2,643 0.81% — 413 +57,944 New Q1 2026 May 05, 2026
Powell Investment Advisors, LLC History Reduced 57,371 2,627 0.91% 0.96% 414 -2,592 -4.32% Q1 2026 Apr 23, 2026
Professional Financial Advisors, LLC History Added to 56,831 2,592 0.53% 0.5% 415 +3,590 6.74% Q1 2026 Apr 13, 2026
NWAM LLC History Added to 55,889 2,549 0.15% 0.13% 416 +3,735 7.16% Q1 2026 May 04, 2026
Sugar Maple Asset Management, LLC History Added to 55,170 2,516 1.53% 1.58% 417 +4,170 8.18% Q1 2026 Apr 21, 2026
LEGACY SOLUTIONS, LLC History Added to 55,126 2,514 2.33% 2.09% 418 +3,330 6.43% Q1 2026 Apr 07, 2026
Transcendent Capital Group LLC History Added to 54,447 2,483 1.13% 1.11% 419 +1,355 2.55% Q1 2026 Apr 27, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 54,393 2,481 1.84% 1.66% 420 +5,401 11.02% Q1 2026 May 15, 2026
StoneX Group Inc. History Added to 53,800 2,463 0.13% 0.1% 421 +2,494 4.86% Q1 2026 May 14, 2026
BROWN ADVISORY INC History No change 52,359 2,388 0.0% 0.0% 422 0 0.0% Q1 2026 May 15, 2026
Kuhn & Co Investment Counsel History Added to 51,897 2,367 1.52% 1.37% 423 +7,274 16.3% Q1 2026 May 12, 2026
Woodside Wealth Management LLC History Added to 49,544 2,260 1.77% 1.54% 424 +4,650 10.36% Q1 2026 Apr 13, 2026
Bond & Devick Financial Network, Inc. History Added to 48,710 2,222 0.62% 0.46% 425 +12,995 36.39% Q1 2026 Apr 08, 2026
Galvin, Gaustad & Stein, LLC History Added to 47,969 2,188 0.18% 0.17% 426 +1,227 2.63% Q1 2026 May 14, 2026
WCG Wealth Advisors LLC History Added to 47,547 2,169 0.06% 0.06% 427 +2,321 5.13% Q1 2026 May 12, 2026
Berger Financial Group, Inc History Added to 46,345 2,114 0.12% 0.09% 428 +11,497 32.99% Q1 2026 Apr 28, 2026
Rinkey Investments History Added to 46,147 2,105 0.54% 0.34% 429 +16,896 57.76% Q1 2026 May 11, 2026
Eley Financial Management, Inc History Added to 45,864 2,092 0.76% 0.75% 430 +537 1.18% Q1 2026 May 19, 2026
Riverbend Wealth Management, LLC History Added to 44,499 2,030 1.16% 1.23% 431 +1,387 3.22% Q1 2026 Apr 22, 2026
SMITH, MOORE & CO. History Added to 44,425 2,026 0.15% 0.14% 432 +5,238 13.37% Q1 2026 May 05, 2026
Bangor Savings Bank History No change 44,198 2,016 0.16% 0.16% 433 0 0.0% Q1 2026 Apr 01, 2026
Fullerton Advisors, LLC History Reduced 44,083 2,011 2.08% 2.25% 434 -4,780 -9.78% Q1 2026 Apr 21, 2026
Apollon Financial, LLC History Added to 44,002 2,007 0.28% 0.11% 435 +27,721 170.27% Q1 2026 Apr 22, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 43,951 2,005 0.92% 0.82% 436 +6,414 17.09% Q1 2026 May 14, 2026
Apex Wealth Management, LLC History Reduced 43,910 2,003 1.37% 4.32% 437 -48,355 -52.41% Q1 2026 Apr 15, 2026
Lido Advisors, LLC History New 43,578 1,995 0.01% — 438 +43,578 New Q1 2026 May 13, 2026
Cerity Partners LLC History Reduced 43,691 1,993 0.0% 0.0% 439 -8,472 -16.24% Q1 2026 May 15, 2026
GERBER, LLC History Added to 42,770 1,951 1.09% 0.82% 440 +10,645 33.14% Q1 2026 Apr 22, 2026
Connecticut Wealth Management, LLC History Reduced 41,932 1,912 0.08% 0.09% 441 -1,808 -4.13% Q1 2026 Apr 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 40,379 1,842 0.05% 0.04% 442 +6,829 20.35% Q1 2026 Apr 29, 2026
KINTRA WEALTH, LLC History New 40,211 1,834 0.13% — 443 +40,211 New Q1 2026 May 15, 2026
Interchange Capital Partners, LLC History Reduced 39,944 1,823 0.58% 0.4% 444 -6,928 -14.78% Q1 2026 Apr 23, 2026
Avidian Wealth Enterprises, LLC History Added to 39,941 1,822 0.06% 0.06% 445 +6,969 21.14% Q1 2026 May 07, 2026
IRON Financial LLC History Reduced 39,465 1,800 0.79% 0.85% 446 -811 -2.01% Q1 2026 Apr 27, 2026
Ascent Group, LLC History Added to 39,427 1,798 0.06% 0.05% 447 +5,411 15.91% Q1 2026 May 15, 2026
Slagle Financial, LLC History Added to 39,317 1,793 0.59% 0.63% 448 +387 0.99% Q1 2026 May 01, 2026
Next Level Wealth Planning, LLC History Added to 39,241 1,790 0.92% 0.71% 449 +10,315 35.66% Q1 2026 Apr 21, 2026
Vise Technologies, Inc. History No change 38,567 1,775 0.03% 0.03% 450 0 0.0% Q1 2026 Apr 21, 2026
McAdam, LLC History Reduced 37,628 1,716 0.08% 0.08% 451 -1,967 -4.97% Q1 2026 May 08, 2026
Centurion Wealth Management LLC History Added to 37,489 1,710 0.39% 0.27% 452 +10,621 39.53% Q1 2026 Apr 10, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 37,450 1,708 0.05% 0.05% 453 -560 -1.47% Q1 2026 May 13, 2026
Gaddis Premier Wealth Advisors LLC History Reduced 37,246 1,699 1.25% 1.3% 454 -5 -0.01% Q1 2026 May 05, 2026
Federation des caisses Desjardins du Quebec History Reduced 37,050 1,689 0.01% 0.01% 455 -533 -1.42% Q1 2026 May 13, 2026
Abbot Financial Management, Inc. History Added to 36,259 1,654 0.69% 0.56% 456 +7,029 24.05% Q1 2026 May 13, 2026
National Wealth Management Group, LLC History Added to 36,109 1,647 0.61% 0.4% 457 +11,113 44.46% Q1 2026 May 11, 2026
Kestra Investment Management, LLC History Reduced 35,985 1,641 0.03% 0.18% 458 -124,743 -77.61% Q1 2026 May 11, 2026
WealthBridge Capital Management, LLC History Added to 34,777 1,586 0.37% 0.33% 459 +3,757 12.11% Q1 2026 Apr 17, 2026
Ballast Financial Advisors LLC History Added to 34,744 1,585 1.63% 1.48% 460 +3,480 11.13% Q1 2026 May 13, 2026
SPINNAKER TRUST History Reduced 34,564 1,576 0.09% 0.32% 461 -94,364 -73.19% Q1 2026 Apr 23, 2026
JFS WEALTH ADVISORS, LLC History Added to 34,175 1,559 0.09% 0.09% 462 +68 0.2% Q1 2026 Apr 20, 2026
Rede Wealth, LLC History Reduced 34,005 1,551 0.56% 0.59% 463 -2,609 -7.13% Q1 2026 Apr 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 33,950 1,548 0.03% 0.04% 464 -1,459 -4.12% Q1 2026 May 15, 2026
ORG Partners LLC History No change 33,559 1,545 0.27% 0.27% 465 0 0.0% Q4 2025 Jan 14, 2026
Capital Asset Managemnet, LLC History No change 33,865 1,544 1.74% 1.73% 466 0 0.0% Q1 2026 Apr 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 33,814 1,543 1.1% 1.02% 467 +1,392 4.29% Q1 2026 May 08, 2026
Financial Freedom, LLC History Added to 33,653 1,535 0.76% 0.64% 468 +5,690 20.35% Q1 2026 Apr 30, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 33,565 1,531 0.01% 0.01% 469 -2,330 -6.49% Q1 2026 May 14, 2026
United Advisor Group, LLC History Added to 33,558 1,530 0.19% 0.18% 471 +2,002 6.34% Q1 2026 Apr 17, 2026
John W. Brooker & Co., CPAs History Reduced 33,543 1,530 2.41% 2.89% 470 -1,538 -4.38% Q1 2026 Apr 13, 2026
First Bank & Trust History Added to 33,526 1,529 0.25% 0.14% 472 +14,992 80.89% Q1 2026 Apr 10, 2026
Robertson Stephens Wealth Management, LLC History Reduced 33,071 1,514 0.04% 0.12% 473 -66,091 -66.65% Q1 2026 Apr 28, 2026
Hoxton Planning & Management, LLC History Added to 33,104 1,510 0.45% 0.26% 474 +14,201 75.13% Q1 2026 Apr 20, 2026
Hartmann Taylor Wealth Management, LLC History Added to 32,188 1,468 0.97% 1.0% 475 +68 0.21% Q1 2026 Apr 22, 2026
Merit Financial Group, LLC History Added to 31,072 1,417 0.01% 0.0% 476 +18,739 151.94% Q1 2026 Apr 15, 2026
FELL CAPITAL MANAGEMENT /ADV History Added to 30,554 1,393 1.33% 0.7% 477 +14,894 95.11% Q1 2026 May 04, 2026
Worth Asset Management, LLC History New 30,238 1,379 0.51% — 478 +30,238 New Q1 2026 Apr 17, 2026
Wealth Watch Advisors, INC History Added to 29,715 1,355 0.57% 0.43% 479 +4,546 18.06% Q1 2026 May 15, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 29,424 1,342 0.04% 0.04% 480 +2,315 8.54% Q1 2026 May 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 28,915 1,319 0.02% 0.03% 481 -2,529 -8.04% Q1 2026 May 11, 2026
Steward Partners Investment Advisory, LLC History Added to 28,680 1,308 0.01% 0.01% 482 +3,226 12.67% Q1 2026 May 08, 2026
VestGen Advisors, LLC History Added to 27,837 1,266 0.03% 0.05% 483 +4,296 18.25% Q1 2026 May 14, 2026
Box Hill Private Wealth LLC History Added to 27,371 1,248 1.23% 1.04% 484 +5,081 22.79% Q1 2026 Apr 03, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 27,082 1,235 0.31% 0.37% 485 -214 -0.78% Q1 2026 May 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 26,988 1,231 0.13% 0.13% 486 0 0.0% Q1 2026 May 07, 2026
Waterfront Wealth Inc. History Added to 26,833 1,224 0.22% 0.23% 487 +507 1.93% Q1 2026 Apr 30, 2026
Pasadena Private Wealth, LLC History Added to 26,796 1,222 0.17% 0.05% 488 +18,777 234.16% Q1 2026 Apr 22, 2026
KEYVANTAGE WEALTH, LLC History Reduced 26,805 1,222 0.54% 0.63% 489 -5,002 -15.73% Q1 2026 May 05, 2026
BFSG, LLC History Added to 26,501 1,208 0.11% 0.11% 490 +2,769 11.67% Q1 2026 Apr 28, 2026
ASSETMARK, INC History Added to 26,333 1,201 0.0% 0.0% 491 +473 1.83% Q1 2026 May 06, 2026
Indie Asset Partners, LLC History Added to 25,858 1,179 1.34% 1.07% 492 +5,072 24.4% Q1 2026 May 08, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 25,436 1,160 0.68% 0.66% 493 +617 2.49% Q1 2026 Apr 17, 2026
Independent Advisor Alliance History New 25,406 1,159 0.01% — 494 +25,406 New Q1 2026 May 12, 2026
Curtis Advisory Group, LLC History Added to 25,343 1,156 0.25% 0.24% 495 +123 0.49% Q1 2026 May 08, 2026
Asempa Wealth Advisors History Added to 25,338 1,155 1.01% 1.0% 496 +44 0.17% Q1 2026 Apr 08, 2026
Forum Private Client Group LLC History Added to 25,159 1,147 0.38% 0.36% 497 +2,195 9.56% Q1 2026 May 13, 2026
Daybright Advisory Services, Inc. History Added to 25,040 1,142 0.32% 0.3% 498 +299 1.21% Q1 2026 May 12, 2026
NWF Advisory Services Inc. History Added to 24,672 1,125 0.13% 0.09% 499 +6,348 34.64% Q1 2026 May 04, 2026
Fairvoy Private Wealth, LLC History Reduced 24,132 1,100 0.26% 0.25% 500 -157 -0.65% Q1 2026 Apr 20, 2026
Pathstone Holdings, LLC History Reduced 24,109 1,099 0.0% 0.0% 501 -5 -0.02% Q1 2026 May 11, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 23,775 1,084 0.16% 0.15% 502 +1,229 5.45% Q1 2026 Apr 24, 2026
IBEX WEALTH ADVISORS History Added to 23,747 1,083 0.1% 0.11% 503 +36 0.15% Q1 2026 Apr 30, 2026
Insight Wealth Strategies, LLC History Added to 23,458 1,070 0.12% 0.11% 504 +2,054 9.6% Q1 2026 Apr 10, 2026
Valley Financial Group, Inc. History Added to 23,181 1,057 0.57% 0.57% 505 +1,202 5.47% Q1 2026 May 15, 2026
Post Resch Tallon Group Inc. History Added to 22,772 1,038 0.84% 0.88% 506 +266 1.18% Q1 2026 Apr 08, 2026
Lakeshore Capital Group, Inc. History Added to 22,509 1,026 0.84% 0.41% 507 +11,479 104.07% Q1 2026 Apr 22, 2026
CoreCap Advisors, LLC History Added to 22,403 1,022 0.03% 0.03% 508 +4,499 25.13% Q1 2026 Apr 07, 2026
LaSalle St. Investment Advisors, LLC History Added to 22,349 1,019 0.14% 0.12% 509 +6,739 43.17% Q1 2026 May 08, 2026
CULLEN/FROST BANKERS, INC. History Added to 22,172 1,011 0.01% 0.01% 510 +2,378 12.01% Q1 2026 May 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 22,005 1,003 0.0% 0.0% 511 -114 -0.52% Q1 2026 May 13, 2026
Traveka Wealth, LLC History Reduced 21,891 998 0.38% 0.59% 512 -9,478 -30.21% Q1 2026 Apr 22, 2026
TWO SIGMA SECURITIES, LLC History Added to 21,844 996 0.12% 0.12% 513 +3,004 15.94% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History Added to 21,582 984 0.04% 0.05% 514 +10,933 102.67% Q1 2026 May 15, 2026
NCM Capital Management, LLC History Added to 21,141 964 0.35% 0.35% 515 +800 3.93% Q1 2026 May 15, 2026
Cedar Point Capital Partners, LLC History Added to 21,084 961 0.62% 0.6% 516 +770 3.79% Q1 2026 May 06, 2026
MMA ASSET MANAGEMENT LLC History Added to 20,840 950 0.33% 0.3% 517 +2,573 14.09% Q1 2026 Apr 08, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 20,518 936 0.14% 0.12% 518 +2,278 12.49% Q1 2026 May 13, 2026
Cosner Financial Group, LLC History Reduced 20,336 927 0.51% 0.5% 519 -945 -4.44% Q1 2026 May 01, 2026
Qube Research & Technologies Ltd History Reduced 20,339 927 0.0% 0.0% 520 -923 -4.34% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Reduced 20,279 925 0.02% 0.02% 521 -1,890 -8.53% Q1 2026 May 15, 2026
Latitude Advisors, LLC History Reduced 20,255 924 0.42% 0.41% 522 -44 -0.22% Q1 2026 Apr 27, 2026
Register Financial Advisors LLC History Reduced 20,236 923 0.34% 0.37% 523 -334 -1.62% Q1 2026 Apr 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 20,170 920 0.0% 0.0% 524 +8,206 68.59% Q1 2026 May 15, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 19,690 898 0.25% 0.21% 525 +3,937 24.99% Q1 2026 Apr 27, 2026
King Wealth Management Group History Reduced 19,357 883 0.11% 0.11% 526 -1,172 -5.71% Q1 2026 May 04, 2026
Beacon Pointe Advisors, LLC History Added to 19,217 876 0.0% 0.0% 527 +6,534 51.52% Q1 2026 May 15, 2026
Camelot Portfolios, LLC History Added to 18,849 859 0.64% 0.53% 528 +102 0.54% Q1 2026 May 08, 2026
RCW Management, LLC History Added to 18,807 857 0.88% 0.82% 529 +1,084 6.12% Q1 2026 Apr 15, 2026
Regal Investment Advisors LLC History Reduced 18,743 855 0.05% 0.05% 530 -693 -3.57% Q1 2026 May 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 18,730 854 0.05% 0.05% 531 +9,282 98.24% Q1 2026 Apr 22, 2026
CGN Advisors LLC History Reduced 18,375 838 0.07% 0.08% 532 -3,923 -17.59% Q1 2026 Apr 13, 2026
Trust Investment Advisors History No change 18,292 834 0.49% 0.45% 533 0 0.0% Q1 2026 Apr 24, 2026
Chris Bulman Inc History Reduced 18,239 832 0.36% 0.42% 534 -2,615 -12.54% Q1 2026 Apr 13, 2026
Kearns & Associates LLC History Added to 18,235 831 0.45% 0.43% 535 +200 1.11% Q1 2026 Apr 20, 2026
Allegheny Financial Group History Reduced 18,151 828 0.11% 0.2% 536 -11,657 -39.11% Q1 2026 Apr 16, 2026
Insight Advisors, LLC/ PA History Added to 17,988 820 0.16% 0.12% 537 +291 1.64% Q1 2026 May 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 17,881 815 0.05% 0.04% 538 +4,086 29.62% Q1 2026 Apr 30, 2026
Brookwood Investment Group LLC History Added to 17,850 814 0.1% 0.09% 539 +1,441 8.78% Q1 2026 May 04, 2026
WORLD EQUITY GROUP, INC. History Added to 17,434 795 0.21% 0.2% 540 +1,543 9.71% Q1 2026 May 06, 2026
GWN SECURITIES INC. History Reduced 17,342 791 0.15% 0.24% 541 -8,072 -31.76% Q1 2026 May 14, 2026
Barnes Wealth Management Group, Inc History Added to 17,281 788 0.4% 0.41% 542 +496 2.96% Q1 2026 May 15, 2026
Venture Visionary Partners LLC History Reduced 16,648 759 0.03% 0.03% 543 -323 -1.9% Q1 2026 May 14, 2026
First Heartland Consultants, Inc. History Reduced 16,618 758 0.06% 0.94% 544 -253,107 -93.84% Q1 2026 Apr 08, 2026
Trademark Financial Management, LLC History Added to 16,619 758 0.37% 0.25% 545 +6,809 69.41% Q1 2026 Apr 27, 2026
Plan A Wealth LLC History Added to 16,508 753 0.36% 0.37% 547 +8 0.05% Q1 2026 May 15, 2026
Clearstead Trust, LLC History No change 16,525 753 0.12% 0.12% 546 0 0.0% Q1 2026 May 06, 2026
Gallagher Fiduciary Advisors, LLC History Added to 2,031,399 732 0.03% 0.09% 548 +1,974,276 3456.18% Q1 2026 May 15, 2026
Planning Project LLC History No change 15,678 721 0.18% 0.18% 549 0 0.0% Q4 2025 Feb 12, 2026
AMG National Trust Bank History Added to 15,444 704 0.02% 0.02% 550 +696 4.72% Q1 2026 May 04, 2026
OneAscent Wealth Management LLC History New 15,417 703 0.23% — 551 +15,417 New Q1 2026 Apr 21, 2026
BIP Wealth, LLC History Reduced 15,273 696 0.03% 0.04% 552 -11,822 -43.63% Q1 2026 Apr 27, 2026
Traynor Capital Management, Inc. History Reduced 15,183 690 0.04% 0.05% 553 -5,392 -26.21% Q1 2026 May 14, 2026
MidAtlantic Capital Management, Inc. History Reduced 15,034 685 0.47% 0.46% 554 -507 -3.26% Q1 2026 May 07, 2026
Landing Point Financial Group, LLC History New 14,915 680 0.33% — 555 +14,915 New Q1 2026 May 05, 2026
PARK AVENUE SECURITIES LLC History Added to 14,511 662 0.01% 0.01% 556 +327 2.31% Q1 2026 Apr 07, 2026
Cadence Bank History No change 14,387 662 0.04% 0.04% 557 0 0.0% Q4 2025 Jan 30, 2026
KOM Wealth Management Group, LLC History Added to 14,383 656 0.45% 0.4% 558 +2,111 17.2% Q1 2026 Apr 23, 2026
EverSource Wealth Advisors, LLC History Reduced 14,327 653 0.02% 0.02% 559 -88 -0.61% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 14,036 640 0.0% 0.0% 560 -1,215 -7.97% Q1 2026 May 14, 2026
Dupree Financial Group, LLC History Reduced 13,846 631 0.25% 0.24% 561 -289 -2.04% Q1 2026 Apr 23, 2026
Fortitude Advisory Group L.L.C. History Reduced 13,567 618 0.28% 8.07% 562 -399,845 -96.72% Q1 2026 Apr 28, 2026
Compass Advisory Group LLC History Added to 13,478 617 0.17% 0.12% 563 +3,814 39.47% Q1 2026 Apr 21, 2026
Asset One Wealth Management LLC History Reduced 13,281 609 0.07% 0.09% 564 -767 -5.46% Q1 2026 May 12, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 13,337 608 0.09% 0.1% 565 -512 -3.7% Q1 2026 Apr 15, 2026
Csenge Advisory Group History New 13,213 602 0.03% — 566 +13,213 New Q1 2026 Apr 30, 2026
Elevation Wealth Management LLC History Added to 13,072 598 0.55% 0.51% 567 +1,684 14.79% Q1 2026 May 11, 2026
William Howard & Co Financial Advisors Inc History No change 12,964 591 0.51% 0.5% 568 0 0.0% Q1 2026 Apr 30, 2026
Burns Matteson Capital Management, LLC History No change 12,943 590 0.22% 0.21% 569 0 0.0% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History Reduced 12,714 579 0.02% 0.02% 570 -154 -1.2% Q1 2026 May 13, 2026
PFG Investments, LLC History Added to 12,678 578 0.03% 0.02% 571 +1,427 12.68% Q1 2026 Apr 27, 2026
BEAM WEALTH ADVISORS, INC. History New 12,591 576 0.14% — 574 +12,591 New Q1 2026 Apr 29, 2026
Cadent Capital Advisors, LLC History Added to 12,635 576 0.15% 0.15% 573 +155 1.24% Q1 2026 Apr 08, 2026
Towercrest Capital Management History No change 12,636 576 0.09% 0.09% 572 0 0.0% Q1 2026 May 01, 2026
Seelaus Asset Management LLC History Added to 12,580 573 0.41% 0.44% 575 +585 4.88% Q1 2026 Apr 29, 2026
EP Wealth Advisors, LLC History Added to 12,532 571 0.0% 0.0% 576 +4,201 50.43% Q1 2026 May 14, 2026
Keystone Financial Group History Added to 12,526 571 0.04% 0.04% 577 +678 5.72% Q1 2026 May 13, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 12,455 568 0.06% 0.07% 579 +927 8.04% Q1 2026 Apr 23, 2026
BOKF, NA History No change 12,470 568 0.01% 0.01% 578 0 0.0% Q1 2026 May 08, 2026
Miller Financial Services LLC History Added to 12,409 566 0.62% 0.67% 580 +19 0.15% Q1 2026 May 01, 2026
Elevated Financial Group LLC History New 12,218 557 0.18% — 582 +12,218 New Q1 2026 May 11, 2026
Element Wealth, LLC History Reduced 12,218 557 0.23% 0.24% 581 -491 -3.86% Q1 2026 May 04, 2026
Focus Financial Network, Inc. History Reduced 12,071 552 0.02% 0.02% 583 -277 -2.24% Q1 2026 Apr 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 12,061 550 0.02% 0.01% 584 +149 1.25% Q1 2026 Apr 21, 2026
Sunbelt Securities, Inc. History Reduced 12,055 549 0.03% 0.05% 585 -4,018 -25.0% Q1 2026 May 15, 2026
Strategic Blueprint, LLC History Added to 12,025 548 0.03% 0.03% 586 +12 0.1% Q1 2026 Apr 29, 2026
Advisors Asset Management, Inc. History Added to 11,871 541 0.01% 0.01% 587 +4,895 70.17% Q1 2026 May 15, 2026
MontVue Capital Management, Inc. History Reduced 11,748 535 0.36% 0.39% 588 -865 -6.86% Q1 2026 Apr 16, 2026
BOSTON FAMILY OFFICE LLC History No change 11,574 528 0.04% 0.03% 589 0 0.0% Q1 2026 May 13, 2026
Weaver Consulting Group History New 11,510 525 0.13% — 590 +11,510 New Q1 2026 May 15, 2026
Brown Financial Advisory History Reduced 11,473 523 0.26% 0.33% 591 -2,812 -19.68% Q1 2026 Apr 24, 2026
SageView Advisory Group, LLC History No change 11,227 516 0.02% 0.02% 592 0 0.0% Q4 2025 Feb 17, 2026
Kraft, Davis & Associates, LLC History No change 11,330 516 0.11% 0.12% 593 0 0.0% Q1 2026 May 01, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 10,973 500 0.32% 0.33% 594 +136 1.25% Q1 2026 Apr 10, 2026
Fisher Asset Management, LLC History Added to 10,929 498 0.0% 0.0% 595 +1,611 17.29% Q1 2026 May 05, 2026
WEDBUSH SECURITIES INC History Added to 10,746 490 0.01% 0.01% 596 +3,204 42.48% Q1 2026 Apr 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History New 10,723 489 0.08% — 597 +10,723 New Q1 2026 May 04, 2026
Vantage Point Financial LLC History Added to 10,642 485 0.17% 0.17% 598 +17 0.16% Q1 2026 May 01, 2026
Apollon Wealth Management, LLC History New 10,289 469 0.01% — 599 +10,289 New Q1 2026 Apr 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 10,244 467 0.03% 0.03% 600 -1,411 -12.11% Q1 2026 May 12, 2026
Cape Investment Advisory, Inc. History Reduced 10,113 461 0.15% 0.16% 601 -1,030 -9.24% Q1 2026 May 15, 2026
Plus Group Wealth Advisors LLC History Added to 10,028 457 0.5% 0.44% 602 +1,309 15.01% Q1 2026 Apr 07, 2026
GreatBanc Trust CO History No change 10,000 456 0.32% 0.32% 603 0 0.0% Q1 2026 Apr 30, 2026
CGC Financial Services, LLC History Added to 9,939 453 0.13% 0.09% 604 +2,721 37.7% Q1 2026 Apr 13, 2026
Kure Advisory, LLC History No change 9,929 452 0.25% 0.26% 605 0 0.0% Q1 2026 Apr 16, 2026
AssuredPartners Investment Advisors, LLC History Added to 9,883 451 0.05% 0.05% 606 +2,453 33.01% Q1 2026 Apr 10, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 9,745 444 0.08% 0.1% 607 -2,500 -20.42% Q1 2026 May 05, 2026
Breakwater Capital Group History Added to 9,549 435 0.06% 0.06% 608 +36 0.38% Q1 2026 Apr 20, 2026
Access Investment Management LLC History New 9,455 431 0.11% — 609 +9,455 New Q1 2026 May 21, 2026
HB Wealth Management, LLC History Reduced 9,320 425 0.0% 0.0% 611 -473 -4.83% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History No change 9,330 425 0.01% 0.0% 610 0 0.0% Q1 2026 May 15, 2026
Vantage Financial Partners, LLC History No change 9,221 424 0.09% 0.09% 612 0 0.0% Q4 2025 Feb 03, 2026
GUERRA PAN ADVISORS, LLC History New 9,067 413 0.26% — 613 +9,067 New Q1 2026 May 12, 2026
Arrowroot Family Office, LLC History Reduced 8,967 409 0.14% 0.17% 614 -1,499 -14.32% Q1 2026 May 15, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 8,949 408 0.14% 0.15% 615 -848 -8.66% Q1 2026 Apr 23, 2026
Marshall Financial Group, LLC History Reduced 8,882 405 0.06% 0.12% 616 -4,623 -34.23% Q1 2026 Apr 10, 2026
LCW Services, LLC History Added to 8,827 402 0.2% 0.2% 617 +792 9.86% Q1 2026 Apr 27, 2026
BOYUM WEALTH ARCHITECTS LLC History New 8,745 398 0.17% — 619 +8,745 New Q1 2026 May 04, 2026
JOHNSON INVESTMENT COUNSEL INC History New 8,736 398 0.0% — 618 +8,736 New Q1 2026 May 01, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 8,638 394 0.1% 0.09% 620 0 0.0% Q1 2026 May 11, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 8,499 387 0.04% 0.04% 621 +105 1.25% Q1 2026 Apr 23, 2026
BESSEMER GROUP INC History New 8,465 386 0.0% — 623 +8,465 New Q1 2026 May 06, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 8,480 386 0.17% 0.17% 622 +200 2.42% Q1 2026 May 05, 2026
Urban Wealth Management, LLC History Reduced 8,457 385 0.39% 0.45% 624 -2,138 -20.18% Q1 2026 Apr 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 8,155 372 0.04% 0.04% 625 0 0.0% Q1 2026 May 05, 2026
RWA WEALTH PARTNERS, LLC History Reduced 8,111 370 0.0% 0.0% 627 -683 -7.77% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History No change 8,130 370 0.0% 0.0% 626 0 0.0% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 8,030 366 0.02% 0.01% 628 +1,667 26.2% Q1 2026 May 12, 2026
Aurora Private Wealth, Inc. History No change 7,907 364 0.26% 0.24% 629 0 0.0% Q1 2026 Apr 16, 2026
Permanent Capital Management, LP History No change 7,942 361 0.06% 0.07% 630 0 0.0% Q1 2026 May 14, 2026
AE Wealth Management LLC History Added to 7,788 355 0.0% 0.0% 631 +1,024 15.14% Q1 2026 May 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 7,686 350 0.06% 0.04% 632 +2,524 48.9% Q1 2026 Apr 15, 2026
NOVEM GROUP History Added to 7,650 349 0.04% 0.04% 633 +20 0.26% Q1 2026 Apr 10, 2026
High Falls Advisors, Inc History No change 7,344 338 0.07% 0.07% 634 0 0.0% Q4 2025 Feb 18, 2026
Wealth Quarterback LLC History Added to 7,326 334 0.13% 0.12% 635 +196 2.75% Q1 2026 Apr 09, 2026
Diversified Trust Co History Reduced 7,288 332 0.01% 0.01% 636 -109 -1.47% Q1 2026 Apr 16, 2026
Dorsey & Whitney Trust CO LLC History New 7,223 329 0.02% — 637 +7,223 New Q1 2026 May 14, 2026
Pitcairn Wealth Advisors LLC History Reduced 6,961 320 0.03% 0.03% 638 -1 -0.01% Q1 2026 May 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,875 314 0.01% 0.01% 639 +640 10.26% Q1 2026 May 12, 2026
James J. Burns & Company, LLC History Added to 6,869 313 0.04% 0.04% 640 +85 1.25% Q1 2026 Apr 17, 2026
Nikulski Financial, Inc. History New 6,752 308 0.08% — 641 +6,752 New Q1 2026 May 14, 2026
Scarborough Advisors, LLC History New 6,731 307 0.03% — 642 +6,731 New Q1 2026 May 07, 2026
Mayflower Financial Advisors, LLC History New 6,676 304 0.04% — 643 +6,676 New Q1 2026 Apr 23, 2026
INVESTED ADVISORS History New 6,653 303 0.31% — 644 +6,653 New Q1 2026 Apr 29, 2026
ADG Wealth Management Group, LLC History Added to 6,621 302 0.21% 0.21% 645 +708 11.97% Q1 2026 Apr 21, 2026
Capital CS Group, LLC History Added to 6,584 300 0.62% 0.41% 646 +789 13.62% Q1 2026 May 13, 2026
Crumly & Associates Inc. History Reduced 6,549 298 0.06% 1.33% 647 -131,386 -95.25% Q1 2026 Apr 02, 2026
Beacon Capital Management, LLC History Reduced 6,529 297 0.05% 0.05% 648 -94 -1.42% Q1 2026 May 11, 2026
Synergy Investment Management, LLC History No change 6,500 296 0.1% 0.11% 649 0 0.0% Q1 2026 May 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 6,463 294 0.04% 0.03% 650 +1,454 29.03% Q1 2026 May 12, 2026
Kingsman Wealth Management, Inc. History Added to 6,268 285 0.16% 0.15% 651 +77 1.24% Q1 2026 Apr 21, 2026
PUREfi Wealth, LLC History Added to 6,192 282 0.18% 0.21% 652 +212 3.55% Q1 2026 Apr 28, 2026
Keel Point, LLC History No change 6,049 278 0.02% 0.02% 653 0 0.0% Q4 2025 Feb 12, 2026
TCFG Investment Advisors, LLC History New 6,092 277 0.1% — 655 +6,092 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 6,092 277 0.1% 0.11% 654 0 0.0% Q1 2026 Apr 23, 2026
Polaris Investment Advisors, LLC History Reduced 5,870 267 0.19% 0.2% 656 -220 -3.61% Q1 2026 Apr 21, 2026
Sensenig Capital Advisors, Inc History Reduced 5,838 266 0.27% 0.53% 658 -5,535 -48.67% Q1 2026 Apr 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 5,845 266 0.01% 0.01% 657 +217 3.86% Q1 2026 Apr 27, 2026
XTX Topco Ltd History New 5,827 265 0.0% — 659 +5,827 New Q1 2026 May 15, 2026
SageGuard Financial Group, LLC History Added to 5,772 263 0.04% 0.04% 660 +621 12.06% Q1 2026 Apr 23, 2026
Moors & Cabot, Inc. History New 5,742 261 0.01% — 661 +5,742 New Q1 2026 May 08, 2026
Snider Financial Group History Added to 5,615 256 0.08% 0.07% 662 +81 1.46% Q1 2026 Apr 15, 2026
Investment Research Partners LLC History New 5,589 254 0.1% — 666 +5,589 New Q1 2026 Apr 29, 2026
Oak Harvest Investment Services History New 5,583 254 0.03% — 665 +5,583 New Q1 2026 Apr 22, 2026
Wealthspire Advisors, LLC History Reduced 5,590 254 0.0% 0.0% 663 -999 -15.16% Q1 2026 May 01, 2026
Cardinal Point Capital Management ULC History Reduced 5,550 254 0.02% 0.02% 664 -380 -6.41% Q1 2026 Apr 20, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 5,527 252 0.01% 0.02% 667 -8,441 -60.43% Q1 2026 May 11, 2026
SAXON INTERESTS, INC. History Added to 5,532 252 0.09% 0.09% 668 +34 0.62% Q1 2026 Apr 29, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 5,454 248 0.06% 0.15% 669 -7,552 -58.07% Q1 2026 Apr 22, 2026
SeaCrest Wealth Management, LLC History New 5,425 247 0.03% — 670 +5,425 New Q1 2026 Apr 15, 2026
Garton & Associates Financial Advisors LLC History Added to 5,371 245 0.2% 0.13% 671 +208 4.03% Q1 2026 May 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 5,019 229 0.07% 0.12% 672 -4,410 -46.77% Q1 2026 May 14, 2026
International Private Wealth Advisors LLC History Reduced 4,860 221 0.14% 0.32% 673 -6,073 -55.55% Q1 2026 Apr 21, 2026
Invst, LLC History New 4,828 220 0.02% — 674 +4,828 New Q1 2026 May 13, 2026
BURKE & HERBERT BANK & TRUST CO History New 4,797 218 0.06% — 675 +4,797 New Q1 2026 May 08, 2026
Strategic Financial Concepts, LLC History New 4,763 217 0.05% — 676 +4,763 New Q1 2026 May 12, 2026
Signature Equity Partners, LLC History Added to 4,739 216 0.12% 0.11% 678 +244 5.43% Q1 2026 May 13, 2026
Fermata Advisors, LLC History Added to 4,749 216 0.05% 0.05% 677 +16 0.34% Q1 2026 Apr 08, 2026
Everest Financial Group LLC History New 4,665 212 0.03% — 680 +4,665 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 4,657 212 0.0% 0.0% 679 -2,017 -30.22% Q1 2026 May 15, 2026
Integrated Advisors Network LLC History New 4,565 208 0.01% — 681 +4,565 New Q1 2026 Apr 28, 2026
Performance Wealth Partners, LLC History No change 4,549 207 0.01% 0.01% 682 0 0.0% Q1 2026 Apr 10, 2026
Midwest Trust Co History New 4,493 204 0.0% — 684 +4,493 New Q1 2026 May 01, 2026
Leo Wealth, LLC History Added to 4,474 204 0.01% 0.01% 683 +5 0.11% Q1 2026 May 05, 2026
Talon Private Wealth, LLC History New 4,463 203 0.03% — 685 +4,463 New Q1 2026 May 15, 2026
Roxbury Financial LLC History Added to 4,384 199 0.18% 0.18% 686 +36 0.83% Q1 2026 Apr 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 4,213 192 0.03% 0.03% 687 +1,090 34.9% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History No change 4,134 188 0.02% 0.02% 688 0 0.0% Q1 2026 Apr 30, 2026
Barnes Dennig Private Wealth Management LLC History Added to 3,750 171 0.17% 0.16% 689 +204 5.75% Q1 2026 Apr 22, 2026
Ransom Advisory, Ltd History No change 3,500 161 0.06% 0.06% 690 0 0.0% Q4 2025 Jan 06, 2026
Arax Advisory Partners History Reduced 3,261 148 0.0% 0.41% 691 -304,698 -98.94% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 3,204 146 0.0% 0.0% 692 +2,772 641.67% Q1 2026 May 14, 2026
Glass Jacobson Investment Advisors llc History Reduced 3,216 146 0.05% 0.06% 693 -435 -11.91% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 3,157 145 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 12, 2026
Legacy Wealth Managment, LLC/ID History New 2,891 131 0.07% — 695 +2,891 New Q1 2026 May 07, 2026
Western Wealth Management, LLC History New 2,745 125 0.0% — 696 +2,745 New Q1 2026 May 19, 2026
Smallwood Wealth Investment Management, LLC History New 2,739 124 0.07% — 697 +2,739 New Q1 2026 Apr 22, 2026
NBC SECURITIES, INC. History Added to 2,714 123 0.01% 0.0% 698 +1,503 124.11% Q1 2026 Apr 14, 2026
WHITTIER TRUST CO History No change 2,668 121 0.0% 0.0% 699 0 0.0% Q1 2026 Apr 28, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,650 120 0.03% 0.03% 700 0 0.0% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,433 110 0.0% 0.0% 701 +2,230 1098.52% Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,326 106 0.01% 0.0% 702 +621 36.42% Q1 2026 May 07, 2026
Financial Management Professionals, Inc. History No change 2,330 106 0.01% 0.01% 703 0 0.0% Q1 2026 Apr 15, 2026
Archer Investment Corp History Added to 2,216 101 0.02% 0.02% 705 +325 17.19% Q1 2026 May 04, 2026
Geneos Wealth Management Inc. History Added to 2,219 101 0.0% 0.0% 704 +1 0.05% Q1 2026 May 04, 2026
Root Financial Partners, LLC History Added to 2,067 94 0.0% 0.0% 706 +1,530 284.92% Q1 2026 Apr 24, 2026
Godfrey Financial Associates, Inc. History Reduced 1,950 88 0.08% 0.08% 707 -72 -3.56% Q1 2026 May 11, 2026
Wilmington Savings Fund Society, FSB History No change 1,820 83 0.0% 0.0% 708 0 0.0% Q1 2026 Apr 30, 2026
Medallion Wealth Advisors, LLC History Added to 1,610 73 0.02% 0.02% 709 +165 11.42% Q1 2026 Apr 24, 2026
Financial Perspectives, Inc History Added to 1,573 71 0.02% 0.01% 710 +1,031 190.22% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Added to 1,316 60 0.0% 0.0% 711 +847 180.6% Q1 2026 Apr 27, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,308 59 0.01% 0.01% 712 +16 1.24% Q1 2026 May 01, 2026
Creative Capital Management Investments LLC History No change 1,241 56 0.02% 0.02% 713 0 0.0% Q1 2026 Apr 21, 2026
MANNING & NAPIER ADVISORS LLC History New 1,158 52 0.0% — 714 +1,158 New Q1 2026 Apr 30, 2026
Darwin Wealth Management, LLC History Added to 1,111 50 0.02% 0.02% 715 +14 1.28% Q1 2026 May 01, 2026
Cornerstone Planning Group LLC History Reduced 1,086 49 0.01% 0.06% 716 -7,379 -87.17% Q1 2026 May 06, 2026
Rossby Financial, LCC History New 989 45 0.01% — 718 +989 New Q1 2026 May 11, 2026
Chung Wu Investment Group, LLC History Reduced 1,000 45 0.04% 0.06% 717 -500 -33.33% Q1 2026 May 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 834 38 0.01% 0.01% 719 0 0.0% Q1 2026 Apr 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 833 37 0.02% 0.01% 720 +274 49.02% Q1 2026 May 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 823 37 0.01% 0.01% 721 0 0.0% Q4 2025 Jan 20, 2026
TUCKER ASSET MANAGEMENT LLC History No change 793 36 0.01% 0.01% 722 0 0.0% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History New 762 34 0.0% — 724 +762 New Q1 2026 May 06, 2026
Caldwell Trust Co History No change 746 34 0.0% 0.0% 723 0 0.0% Q1 2026 Apr 22, 2026
IAG Wealth Partners, LLC History No change 641 29 0.0% 0.0% 725 0 0.0% Q1 2026 Apr 29, 2026
Innovative Asset Advisors Group, LLC History New 572 26 0.02% — 727 +572 New Q1 2026 May 12, 2026
Transamerica Financial Advisors, LLC History Added to 579 26 0.0% 0.0% 726 +388 203.14% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History New 546 24 0.0% — 729 +546 New Q1 2026 Apr 21, 2026
Crews Bank & Trust History Added to 539 24 0.0% 0.0% 728 +314 139.56% Q1 2026 May 13, 2026
Your Advocates Ltd., LLP History New 502 22 0.01% — 732 +502 New Q1 2026 Apr 29, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 500 22 0.01% — 731 +500 New Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History New 486 22 0.0% — 730 +486 New Q1 2026 Apr 13, 2026
MidFirst Bank History New 447 20 0.0% — 733 +447 New Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 412 18 0.0% — 735 +412 New Q1 2026 May 13, 2026
Investors Research Corp History Reduced 395 18 0.0% 0.01% 734 -225 -36.29% Q1 2026 Apr 03, 2026
GPS Wealth Strategies Group, LLC History No change 380 17 0.01% 0.01% 736 0 0.0% Q4 2025 Feb 06, 2026
Keating Financial Advisory Services, Inc. History Added to 308 14 0.0% 0.0% 737 +97 45.97% Q1 2026 May 15, 2026
Miller Capital Partners, Inc. History No change 305 13 0.01% 0.01% 738 0 0.0% Q1 2026 May 14, 2026
AMERIFLEX GROUP, INC. History No change 257 11 0.01% 0.01% 739 0 0.0% Q1 2026 May 15, 2026
BAYBAN History No change 217 9 0.01% 0.01% 740 0 0.0% Q1 2026 Apr 24, 2026
Bogart Wealth, LLC History Reduced 176 8 0.0% 0.0% 741 -1,398 -88.82% Q1 2026 Apr 28, 2026
Bell Investment Advisors, Inc History New 181 8 0.0% — 743 +181 New Q1 2026 Apr 17, 2026
SJS Investment Consulting Inc. History No change 177 8 0.0% 0.0% 742 0 0.0% Q1 2026 Apr 23, 2026
Indiana Trust & Investment Management Co History New 150 6 0.0% — 746 +150 New Q1 2026 Apr 28, 2026
Addison Advisors LLC History New 145 6 0.0% — 747 +145 New Q1 2026 May 08, 2026
LGT Financial Advisors LLC History No change 136 6 0.03% 0.04% 744 0 0.0% Q1 2026 Apr 28, 2026
Tanglewood Legacy Advisors, LLC History No change 143 6 0.0% 0.0% 745 0 0.0% Q1 2026 Apr 27, 2026
Abound Wealth Management History Added to 125 5 0.0% 0.0% 748 +14 12.61% Q1 2026 Apr 10, 2026
TFC Financial Management, Inc. History New 105 4 0.0% — 751 +105 New Q1 2026 Apr 23, 2026
Johnson Financial Group, Inc. History No change 108 4 0.0% 0.0% 749 0 0.0% Q1 2026 May 07, 2026
Fourth Dimension Wealth, LLC History No change 92 4 0.0% 0.0% 750 0 0.0% Q1 2026 May 11, 2026
Colonial Trust Advisors History No change 68 3 0.0% 0.0% 752 0 0.0% Q1 2026 May 12, 2026
Crewe Advisors LLC History No change 69 3 0.0% 0.0% 753 0 0.0% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History No change 81 3 0.0% 0.0% 754 0 0.0% Q1 2026 May 11, 2026
Elevated Capital Advisors, LLC History No change 83 3 0.0% 0.0% 755 0 0.0% Q1 2026 Apr 30, 2026
Strategic Wealth Partners, Ltd. History No change 57 2 0.0% 0.0% 756 0 0.0% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 26 1 0.0% 0.0% 758 -76 -74.51% Q1 2026 May 08, 2026
CITIGROUP INC History Added to 40 1 0.0% — 757 +39 3900.0% Q1 2026 May 11, 2026
Eukles Asset Management History New 26 1 0.0% — 761 +26 New Q1 2026 May 05, 2026
Pinnacle Bancorp, Inc. History No change 37 1 0.0% 0.0% 759 0 0.0% Q1 2026 Apr 22, 2026
Financial Gravity Asset Management, Inc. History No change 31 1 0.0% 0.0% 760 0 0.0% Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -371,856 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.27% — -244,715 -100.0% Q1 2026 Apr 23, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.26% — -129,434 -100.0% Q1 2026 May 12, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.11% — -74,313 -100.0% Q1 2026 May 01, 2026
Compound Planning, Inc. History Closed out 0 0 — 0.04% — -32,018 -100.0% Q1 2026 May 14, 2026
Modera Wealth Management, LLC History Closed out 0 0 — 0.01% — -25,289 -100.0% Q1 2026 May 06, 2026
Founders Financial Alliance, LLC History Closed out 0 0 — 0.19% — -21,620 -100.0% Q1 2026 May 11, 2026
COMMONS CAPITAL, LLC History Closed out 0 0 — 0.64% — -20,736 -100.0% Q1 2026 Apr 30, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.05% — -20,088 -100.0% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Closed out 0 0 — 0.0% — -16,535 -100.0% Q1 2026 May 15, 2026
Westview Management dba Westview Investment Advisors History Closed out 0 0 — 0.23% — -10,648 -100.0% Q1 2026 May 08, 2026
RPS ADVISORY SOLUTIONS LLC History Closed out 0 0 — 0.2% — -9,215 -100.0% Q1 2026 May 04, 2026
Greenspring Advisors, LLC History Closed out 0 0 — 0.03% — -9,172 -100.0% Q1 2026 May 04, 2026
Capital Square, LLC History Closed out 0 0 — 0.2% — -8,654 -100.0% Q1 2026 May 11, 2026
FIRST AMERICAN TRUST, FSB History Closed out 0 0 — 0.02% — -7,896 -100.0% Q1 2026 May 12, 2026
Cornell Pochily Investment Advisors, Inc. History Closed out 0 0 — 0.09% — -6,483 -100.0% Q1 2026 Apr 17, 2026
American Trust History Closed out 0 0 — 0.02% — -5,882 -100.0% Q1 2026 May 01, 2026
Aviso Financial Inc. History Closed out 0 0 — 0.01% — -5,838 -100.0% Q1 2026 May 13, 2026
Bay Capital Advisors, LLC History Closed out 0 0 — 0.16% — -5,560 -100.0% Q1 2026 Apr 22, 2026
Savant Capital, LLC History Closed out 0 0 — 0.0% — -5,482 -100.0% Q1 2026 May 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Closed out 0 0 — 0.02% — -5,300 -100.0% Q1 2026 May 14, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Closed out 0 0 — 0.03% — -5,225 -100.0% Q1 2026 Apr 28, 2026
REICON WEALTH ADVISORS, LLC History Closed out 0 0 — 0.17% — -5,200 -100.0% Q1 2026 May 08, 2026
Glenview Trust Co History Closed out 0 0 — 0.0% — -4,936 -100.0% Q1 2026 May 08, 2026
Ledyard National Bank History Closed out 0 0 — 0.02% — -4,729 -100.0% Q1 2026 Apr 24, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.01% — -2,952 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.05% — -2,311 -100.0% Q1 2026 May 04, 2026
Clarity Asset Management, Inc. History Closed out 0 0 — 0.06% — -2,290 -100.0% Q1 2026 May 04, 2026
Key Capital Management, INC History Closed out 0 0 — 0.05% — -1,062 -100.0% Q1 2026 May 07, 2026
Rialto Wealth Management, LLC History Closed out 0 0 — 0.01% — -702 -100.0% Q1 2026 May 14, 2026
Fairway Wealth LLC History Closed out 0 0 — 0.0% — -326 -100.0% Q1 2026 Apr 23, 2026
GODSEY & GIBB, INC History Closed out 0 0 — 0.0% — -288 -100.0% Q1 2026 Apr 20, 2026
General Partner, Inc. History Closed out 0 0 — 0.01% — -230 -100.0% Q1 2026 Apr 08, 2026
SIGNATUREFD, LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 Apr 07, 2026
Dunhill Financial, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q1 2026 May 06, 2026
Wilkerson Advisory Group LLC History Closed out 0 0 — 0.0% — -48 -100.0% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -39 -100.0% Q1 2026 May 15, 2026
FIRST COMMUNITY TRUST NA History No change 14 0 — — — 0 0.0% Q1 2026 Apr 16, 2026
Kozak & Associates, Inc. History No change 13 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
Evolution Advisers, Inc. History No change 17 0 — — — 0 0.0% Q1 2026 May 01, 2026
New Millennium Group LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
BlackRock, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 13, 2026