SCHWAB STRATEGIC TRUST - FNDX

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 419,422,622 11,680,920 1.78% 1.75% 1 +5,979,401 1.45% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 27,495,487 765,687 1.34% 1.11% 2 +6,102,140 28.52% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 12,454,472 346,857 1.27% 0.81% 3 +4,162,731 50.2% Q1 2026 Apr 24, 2026
Boulay Financial Advisors, LLC History Added to 9,567,867 266,465 30.58% 29.2% 4 +441,607 4.84% Q1 2026 May 13, 2026
McAdam, LLC History Added to 9,370,273 260,962 11.76% 11.43% 5 +190,377 2.07% Q1 2026 May 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 8,425,671 234,654 4.75% 4.4% 6 +396,756 4.94% Q1 2026 Apr 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,164,384 227,354 0.05% 0.05% 7 -323,515 -3.81% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 6,622,443 184,435 0.05% 0.04% 8 +1,468,243 28.49% Q1 2026 May 04, 2026
Steele Capital Management, Inc. History Added to 6,300,154 175,459 7.27% 7.14% 9 +187,464 3.07% Q1 2026 Apr 29, 2026
LPL Financial LLC History Added to 5,825,215 162,232 0.04% 0.04% 10 +673,893 13.08% Q1 2026 May 06, 2026
MORGAN STANLEY History Added to 5,436,335 151,401 0.01% 0.01% 11 +214,259 4.1% Q1 2026 May 15, 2026
Glassman Wealth Services History Added to 4,671,904 130,112 17.69% 17.14% 12 +5,341 0.11% Q1 2026 May 04, 2026
Northwest Bancshares, Inc. History Reduced 3,974,516 110,690 22.03% 21.53% 13 -119,197 -2.91% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 3,891,438 108,376 0.12% 0.11% 14 +108,569 2.87% Q1 2026 May 13, 2026
Charles Schwab Trust Co History Added to 3,218,779 89,642 5.81% 5.56% 15 +109,011 3.51% Q1 2026 Apr 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,144,222 87,566 0.01% 0.01% 16 +13,371 0.43% Q1 2026 May 15, 2026
AlphaCore Capital LLC History Reduced 3,050,385 84,953 2.01% 2.12% 17 -442,644 -12.67% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,704,685 75,325 2.25% 2.58% 18 -437,937 -13.94% Q1 2026 May 13, 2026
Gemmer Asset Management LLC History Added to 2,683,602 74,738 5.91% 5.55% 19 +34,540 1.3% Q1 2026 Apr 22, 2026
Bank of New York Mellon Corp History Added to 2,629,717 73,237 0.01% 0.01% 20 +101,050 4.0% Q1 2026 May 05, 2026
Clark Capital Management Group, Inc. History Added to 2,494,669 69,476 0.43% 0.41% 21 +32,851 1.33% Q1 2026 May 15, 2026
Kelman-Lazarov, Inc. History Added to 2,371,188 66,037 9.47% 9.16% 22 +14,759 0.63% Q1 2026 Apr 27, 2026
RESTON WEALTH MANAGEMENT LLC History Reduced 2,329,590 64,879 19.88% 19.82% 23 -51,204 -2.15% Q1 2026 Apr 13, 2026
Lee Financial Co History Reduced 2,183,679 60,815 8.58% 8.53% 24 -140,451 -6.04% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History Added to 2,178,555 60,672 9.49% 8.66% 25 +165,072 8.2% Q1 2026 Apr 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,175,364 60,584 0.16% 0.13% 26 +327,418 17.72% Q1 2026 Apr 30, 2026
Creative Planning History Added to 2,169,172 60,411 0.04% 0.04% 27 +47,431 2.24% Q1 2026 May 12, 2026
UBS Group AG History Reduced 2,145,776 59,759 0.01% 0.01% 28 -195,846 -8.36% Q1 2026 May 05, 2026
True North Advisors, LLC History New 2,073,839 57,756 6.58% — 29 +2,073,839 New Q1 2026 May 07, 2026
Private Advisor Group, LLC History Reduced 2,031,747 56,584 0.27% 0.26% 30 -15,921 -0.78% Q1 2026 Apr 24, 2026
HighTower Advisors, LLC History Added to 2,024,776 56,389 0.06% 0.06% 31 +87,716 4.53% Q1 2026 May 05, 2026
Prairiewood Capital, LLC History Added to 1,914,777 53,326 15.42% 15.41% 32 +90,716 4.97% Q1 2026 Apr 16, 2026
Cornerstone Planning Group LLC History Added to 1,696,212 51,208 6.83% 6.89% 33 +133,686 8.56% Q1 2026 May 06, 2026
Ashford Advisors, LLC History No change 1,835,393 51,115 11.91% 10.93% 34 0 0.0% Q1 2026 May 05, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 1,704,754 47,477 23.13% 22.97% 35 -11,198 -0.65% Q1 2026 Apr 14, 2026
Tanglewood Wealth Management, Inc. History Added to 1,702,554 47,416 3.93% 3.29% 36 +385,731 29.29% Q1 2026 Apr 20, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 1,594,298 44,401 5.56% 5.91% 37 +17,673 1.12% Q1 2026 Apr 16, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 1,500,003 41,775 7.23% 7.28% 38 +20,649 1.4% Q1 2026 Apr 08, 2026
Focus Partners Wealth History Reduced 1,475,727 41,115 0.05% 0.05% 39 -22,741 -1.52% Q1 2026 May 14, 2026
Resonant Capital Advisors, LLC History Added to 1,465,255 40,807 2.14% 2.05% 40 +97,328 7.11% Q1 2026 Apr 29, 2026
OSAIC HOLDINGS, INC. History Reduced 1,300,970 36,236 0.05% 0.08% 41 -757,427 -36.8% Q1 2026 May 15, 2026
Mariner, LLC History Added to 1,256,720 34,984 0.04% 0.04% 42 +50,449 4.18% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,205,610 33,576 0.05% 0.04% 43 -9,212 -0.76% Q1 2026 Apr 27, 2026
Belpointe Asset Management LLC History Reduced 1,144,416 31,871 1.16% 1.32% 44 -200,679 -14.92% Q1 2026 Apr 28, 2026
Fortis Capital Advisors, LLC History Reduced 1,144,416 31,871 4.17% 5.4% 45 -200,679 -14.92% Q1 2026 Apr 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 1,138,243 31,700 0.58% 0.58% 46 +27,974 2.52% Q1 2026 May 11, 2026
OLD NATIONAL BANCORP /IN/ History New 1,127,401 31,398 0.53% — 47 +1,127,401 New Q1 2026 Apr 21, 2026
DAVENPORT & Co LLC History Added to 1,105,098 30,776 0.17% 0.13% 48 +188,169 20.52% Q1 2026 Apr 15, 2026
Urban Financial Advisory Corp History Added to 1,078,214 30,028 10.62% 8.48% 49 +284,075 35.77% Q1 2026 May 08, 2026
PTM WEALTH MANAGEMENT, LLC History Reduced 1,051,900 29,579 15.68% 20.49% 50 -258,254 -19.71% Q1 2026 Apr 08, 2026
Eagle Strategies LLC History Added to 1,047,751 29,179 3.49% 3.6% 51 +11,481 1.11% Q1 2026 Apr 20, 2026
Planned Solutions, Inc. History Reduced 1,043,467 29,060 9.51% 9.16% 52 -6,412 -0.61% Q1 2026 Apr 09, 2026
Richardson Capital Management LLC History Added to 1,006,825 28,040 13.54% 11.09% 53 +194,728 23.98% Q1 2026 May 12, 2026
Corient Private Wealth LLC History Added to 1,002,283 27,852 0.04% 0.03% 54 +43,891 4.58% Q1 2026 May 15, 2026
Berman McAleer LLC History Reduced 987,609 27,504 3.75% 3.71% 55 -9,136 -0.92% Q1 2026 Apr 17, 2026
Financial Strategies Group, Inc. History Added to 927,402 27,386 4.58% 4.48% 56 +40,330 4.55% Q1 2026 May 08, 2026
Solitude Financial Services History Added to 935,707 27,144 8.03% 8.24% 57 +17,300 1.88% Q1 2026 Apr 16, 2026
ALLEN WEALTH MANAGEMENT, LLC History Added to 962,107 26,794 13.41% 15.05% 58 +43,202 4.7% Q1 2026 May 08, 2026
MOLLER WEALTH PARTNERS History Added to 961,046 26,765 5.28% 5.28% 59 +34,465 3.72% Q1 2026 Apr 14, 2026
Wealthspire Retirement, LLC History Added to 954,774 26,590 1.6% 1.29% 60 +175,175 22.47% Q1 2026 May 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 873,539 26,110 0.33% 0.33% 61 -59,990 -6.43% Q1 2026 May 06, 2026
Haverford Trust Co History Added to 900,180 25,070 0.23% 0.21% 62 +25,524 2.92% Q1 2026 May 11, 2026
TruNorth Capital Management, LLC History Added to 888,910 24,756 4.75% 4.49% 63 +19,319 2.22% Q1 2026 Apr 22, 2026
Certified Advisory Corp History Added to 882,278 24,571 2.2% 2.07% 64 +45,724 5.47% Q1 2026 Apr 17, 2026
Pasadena Private Wealth, LLC History Reduced 873,054 24,314 3.36% 3.39% 65 -43,800 -4.78% Q1 2026 Apr 22, 2026
CPC Advisors, LLC History Reduced 837,371 23,320 3.78% 2.33% 66 -9,565 -1.13% Q1 2026 Apr 16, 2026
BlueStem Wealth Partners, LLC History Reduced 819,334 22,818 2.54% 5.91% 67 -1,146,810 -58.33% Q1 2026 May 07, 2026
NorthCoast Asset Management LLC History New 813,606 22,658 0.53% — 68 +813,606 New Q1 2026 May 13, 2026
Firestone Capital Management History Added to 776,713 21,631 4.5% 4.44% 69 +7,967 1.04% Q1 2026 May 08, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 769,432 21,428 1.15% 1.45% 70 -197,070 -20.39% Q1 2026 May 06, 2026
Your Advocates Ltd., LLP History Added to 768,156 21,393 6.52% 6.62% 71 +22,211 2.98% Q1 2026 Apr 29, 2026
Merit Financial Group, LLC History Reduced 750,213 20,893 0.16% 0.19% 72 -119,800 -13.77% Q1 2026 Apr 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 742,041 20,665 0.01% 0.01% 73 +26,501 3.7% Q1 2026 May 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 741,202 20,642 7.4% 7.11% 74 +3,705 0.5% Q1 2026 Apr 14, 2026
Washington Trust Advisors, Inc. History Reduced 739,590 20,597 1.67% 1.57% 75 -13,777 -1.83% Q1 2026 Apr 06, 2026
CABOT WEALTH MANAGEMENT INC History Added to 734,136 20,445 2.35% 2.12% 76 +28,574 4.05% Q1 2026 Apr 24, 2026
MAI Capital Management History Added to 705,882 19,658 0.11% 0.1% 77 +89,689 14.56% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 693,270 19,308 0.0% 0.0% 78 -60,223 -7.99% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 688,232 19,167 0.01% 0.01% 79 +31,057 4.73% Q1 2026 May 14, 2026
Aufman Associates Inc History Added to 678,694 18,901 9.27% 8.01% 80 +104,086 18.11% Q1 2026 May 15, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 675,288 18,806 5.38% 5.0% 81 +3,360 0.5% Q1 2026 Apr 28, 2026
Quantinno Capital Management LP History Added to 672,060 18,716 0.03% 0.02% 82 +250,939 59.59% Q1 2026 May 15, 2026
U.S. Capital Wealth Advisors, LLC History Added to 652,918 18,183 0.46% 0.45% 83 +17,688 2.78% Q1 2026 Apr 07, 2026
Cerity Partners LLC History Added to 649,070 18,076 0.03% 0.02% 84 +119,466 22.56% Q1 2026 May 15, 2026
Envision Financial LLC History Reduced 644,177 17,940 9.65% 9.43% 85 -11,244 -1.72% Q1 2026 Apr 16, 2026
VVR Holdings LLC History Added to 643,199 17,913 9.25% 8.97% 86 +8,812 1.39% Q1 2026 Apr 16, 2026
Johnson Bixby & Associates, LLC History Added to 637,515 17,754 2.2% 0.31% 87 +546,831 603.01% Q1 2026 Apr 16, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 615,469 17,140 1.86% 1.86% 88 -238,383 -27.92% Q1 2026 May 12, 2026
Tradition Wealth Management, LLC History Added to 615,116 17,130 1.22% 1.12% 89 +41,033 7.15% Q1 2026 May 15, 2026
Sellwood Investment Partners LLC History Reduced 608,089 16,935 6.67% 6.48% 90 -1,941 -0.32% Q1 2026 Apr 23, 2026
White Pine Investment CO History Added to 605,014 16,850 3.92% 3.78% 91 +15,330 2.6% Q1 2026 Apr 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 603,952 16,820 0.25% 0.25% 92 +15,013 2.55% Q1 2026 May 13, 2026
Northland Capital Management LLC History Reduced 601,226 16,744 9.16% 10.93% 93 -115,806 -16.15% Q1 2026 Apr 21, 2026
Strata Wealth Advisors, LLC History Added to 594,200 16,548 4.54% 4.19% 94 +40,146 7.25% Q1 2026 Apr 28, 2026
Gotham Asset Management, LLC History Added to 585,044 16,293 0.05% 0.05% 95 +99,829 20.57% Q1 2026 May 15, 2026
Asset Allocation Strategies LLC History Added to 563,449 15,692 2.79% 2.78% 96 +10,858 1.96% Q1 2026 Apr 22, 2026
Wealth Forward, LLC History Added to 561,949 15,650 8.83% 8.43% 97 +13,468 2.46% Q1 2026 May 04, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 548,912 15,287 3.9% 2.95% 98 +162,863 42.19% Q1 2026 Apr 06, 2026
MML INVESTORS SERVICES, LLC History Added to 544,387 15,161 0.04% 0.03% 99 +98,361 22.05% Q1 2026 May 04, 2026
EP Wealth Advisors, LLC History Reduced 538,839 15,006 0.07% 0.08% 100 -45,179 -7.74% Q1 2026 May 14, 2026
Williams Financial, LLC History Reduced 531,596 14,804 8.62% 8.53% 101 -10,168 -1.88% Q1 2026 Apr 24, 2026
Ironwood Investment Counsel, LLC History Added to 521,499 14,523 2.09% 1.87% 102 +30,534 6.22% Q1 2026 May 07, 2026
FMR LLC History Added to 516,215 14,376 0.0% 0.0% 103 +60,536 13.28% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 497,884 13,866 0.01% 0.0% 104 +160,750 47.68% Q1 2026 May 15, 2026
ACCESS FINANCIAL SERVICES, INC. History Added to 494,636 13,775 4.88% 4.54% 105 +35,856 7.82% Q1 2026 Apr 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 481,843 13,419 0.17% 0.15% 106 +35,199 7.88% Q1 2026 May 15, 2026
Opes Wealth Management LLC History Reduced 471,904 13,142 2.16% 2.12% 107 -6,585 -1.38% Q1 2026 Apr 28, 2026
Equity Wealth Partners, LLC History Added to 454,730 12,664 8.19% 7.08% 108 +53,252 13.26% Q1 2026 May 08, 2026
Nicholas Hoffman & Company, LLC. History Added to 449,824 12,527 0.29% 0.27% 109 +24,059 5.65% Q1 2026 Apr 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 448,705 12,285 0.01% 0.01% 110 +68,805 18.11% Q1 2026 May 15, 2026
Alhambra Investment Management LLC History Added to 429,428 11,959 5.52% 5.18% 111 +20,536 5.02% Q1 2026 Apr 15, 2026
Sterling Financial Planning, Inc. History Reduced 424,251 11,815 3.5% 3.55% 112 -8,249 -1.91% Q1 2026 May 06, 2026
Timmons Wealth Management, LLC History Added to 423,721 11,800 11.18% 11.03% 113 +11,847 2.88% Q1 2026 May 11, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 418,625 11,658 8.94% 8.63% 114 -793 -0.19% Q1 2026 Apr 22, 2026
J.E. Simmons & Co., P.C. History Reduced 416,723 11,605 7.76% 7.52% 115 -9,455 -2.22% Q1 2026 Apr 21, 2026
Systelligence, LLC History Added to 415,305 11,566 2.25% 1.83% 116 +62,937 17.86% Q1 2026 Apr 21, 2026
Cedar Point Capital Partners, LLC History Added to 411,084 11,448 7.44% 7.06% 117 +4,617 1.14% Q1 2026 May 06, 2026
Pallas Capital Advisors LLC History Added to 409,100 11,393 0.43% 0.37% 118 +2 0.0% Q1 2026 Apr 21, 2026
Archford Capital Strategies, LLC History Reduced 407,463 11,347 1.3% 1.53% 119 -76,386 -15.79% Q1 2026 Apr 15, 2026
ARCADIA INVESTMENT ADVISORS LLC History Added to 394,397 10,983 5.19% 4.25% 120 +58,358 17.37% Q1 2026 Apr 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 392,060 10,918 0.02% 0.02% 121 +11,875 3.12% Q1 2026 May 15, 2026
ARQ WEALTH ADVISORS, LLC History New 383,541 10,681 1.93% — 122 +383,541 New Q1 2026 May 01, 2026
Legend Financial Advisors, Inc. History Added to 382,602 10,655 6.87% 6.3% 123 +206 0.05% Q1 2026 Apr 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 382,404 10,649 0.44% 0.34% 124 +79,339 26.18% Q1 2026 May 12, 2026
TUDOR INVESTMENT CORP ET AL History New 381,483 10,624 0.02% — 125 +381,483 New Q1 2026 May 15, 2026
American Trust History Reduced 381,429 10,622 0.94% 0.9% 126 -11,674 -2.97% Q1 2026 May 01, 2026
PARK AVENUE SECURITIES LLC History Added to 377,494 10,513 0.08% 0.08% 127 +17,172 4.77% Q1 2026 Apr 07, 2026
LOWERY THOMAS, LLC History Added to 375,907 10,469 5.99% 5.64% 128 +8,937 2.44% Q1 2026 May 13, 2026
Bristlecone Value Partners, LLC History Added to 375,200 10,449 9.19% 11.32% 129 +14,790 4.1% Q1 2026 May 08, 2026
Lakewood Asset Management LLC History Added to 370,631 10,322 6.6% 5.66% 130 +16,761 4.74% Q1 2026 Apr 22, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 365,247 10,172 2.29% 2.12% 131 +25,334 7.45% Q1 2026 Apr 02, 2026
Kestra Advisory Services, LLC History Added to 359,192 10,003 0.04% 0.04% 132 +9,069 2.59% Q1 2026 Apr 30, 2026
Arlington Financial Advisors, LLC History Reduced 352,270 9,810 1.4% 1.46% 133 -22,260 -5.94% Q1 2026 Apr 15, 2026
OneDigital Investment Advisors LLC History Added to 351,073 9,777 0.1% 0.09% 134 +8,329 2.43% Q1 2026 May 08, 2026
Bruce G. Allen Investments, LLC History Reduced 350,606 9,764 6.39% 6.46% 135 -556 -0.16% Q1 2026 May 08, 2026
Milestone Investment Advisors LLC History Added to 346,925 9,661 2.33% 2.19% 136 +13,710 4.11% Q1 2026 May 05, 2026
AlTi Global, Inc. History Added to 331,660 9,236 0.2% 0.19% 137 +1,061 0.32% Q1 2026 May 07, 2026
RHS Financial, LLC History Added to 327,868 9,131 4.33% 4.17% 138 +14,092 4.49% Q1 2026 Apr 28, 2026
FOSTER & MOTLEY INC History Added to 318,893 8,881 0.46% 0.41% 139 +37,005 13.13% Q1 2026 Apr 21, 2026
Qube Research & Technologies Ltd History Reduced 316,903 8,825 0.01% 0.02% 140 -295,688 -48.27% Q1 2026 May 15, 2026
Guardian Financial Partners, LLC History Added to 316,570 8,816 3.72% 3.45% 141 +16,130 5.37% Q1 2026 Apr 15, 2026
Breakwater Capital Group History Added to 308,870 8,602 1.15% 1.02% 142 +40,814 15.23% Q1 2026 Apr 20, 2026
JPMORGAN CHASE & CO History Added to 313,460 8,560 0.0% 0.0% 143 +166,571 113.4% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 302,089 8,452 0.02% 0.02% 144 -254,594 -45.73% Q1 2026 Apr 08, 2026
Gross & Hartman Investments LLC History Added to 301,018 8,383 4.36% 4.37% 145 +19,433 6.9% Q1 2026 May 15, 2026
Quadcap Wealth Management, LLC History Reduced 298,416 8,310 0.95% 1.01% 146 -27,332 -8.39% Q1 2026 May 15, 2026
Darrow Company, Inc. History Added to 293,128 8,145 3.67% 3.48% 147 +8,722 3.07% Q1 2026 Apr 20, 2026
Wilmington Savings Fund Society, FSB History Reduced 277,989 7,741 0.18% 0.19% 148 -27,241 -8.92% Q1 2026 Apr 30, 2026
Wingate Wealth Advisors, Inc. History Added to 273,605 7,619 4.07% 3.72% 149 +28,276 11.53% Q1 2026 May 01, 2026
Rollins Financial Advisors, LLC History Reduced 270,853 7,543 1.19% 1.11% 150 -7,450 -2.68% Q1 2026 May 05, 2026
BCS Wealth Management History Reduced 269,852 7,515 1.53% 1.29% 151 -199,702 -42.53% Q1 2026 Apr 17, 2026
IFC & Insurance Marketing, Inc. History New 264,710 7,372 7.69% — 152 +264,710 New Q1 2026 Apr 16, 2026
Red Tortoise LLC History Reduced 254,175 7,078 2.95% 2.96% 153 -1,868 -0.73% Q1 2026 Apr 21, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 251,606 7,007 0.27% 0.27% 154 -19,069 -7.04% Q1 2026 May 11, 2026
COWA, LLC History Added to 238,448 6,640 1.79% 1.91% 155 +8,205 3.56% Q1 2026 May 14, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 236,154 6,576 4.98% 5.23% 156 +6,689 2.92% Q1 2026 Apr 13, 2026
Flatrock Wealth Partners LLC History New 235,974 6,571 2.96% — 157 +235,974 New Q1 2026 Apr 29, 2026
Journey Advisory Group, LLC History Reduced 232,093 6,463 0.55% 0.59% 158 -26,250 -10.16% Q1 2026 May 05, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 229,813 6,400 1.08% 1.05% 159 -6,693 -2.83% Q1 2026 Apr 29, 2026
EQ WEALTH ADVISORS, LLC History Added to 228,662 6,368 3.72% 3.41% 160 +16,636 7.85% Q1 2026 May 01, 2026
Argos Wealth Advisors, LLC History Added to 228,266 6,357 1.83% 1.67% 161 +363 0.16% Q1 2026 Apr 27, 2026
Avant Capital LLC History Reduced 225,480 6,279 4.42% 4.24% 162 -1,788 -0.79% Q1 2026 May 12, 2026
NOVEM GROUP History Added to 223,227 6,216 0.71% 0.53% 163 +54,272 32.12% Q1 2026 Apr 10, 2026
AE Wealth Management LLC History Added to 219,974 6,126 0.03% 0.03% 164 +18,508 9.19% Q1 2026 May 13, 2026
Baker Ellis Asset Management LLC History Added to 217,446 6,055 0.72% 0.69% 165 +7,440 3.54% Q1 2026 Apr 17, 2026
Csenge Advisory Group History Added to 214,229 5,966 0.27% 0.09% 166 +137,948 180.84% Q1 2026 Apr 30, 2026
IMA Advisory Services, Inc. History Added to 207,036 5,765 0.56% 0.53% 167 +4,808 2.38% Q1 2026 May 06, 2026
Kingsview Wealth Management, LLC History Added to 203,798 5,675 0.08% 0.08% 168 +888 0.44% Q1 2026 May 12, 2026
Verum Partners LLC History Reduced 203,090 5,656 1.07% 1.2% 169 -16,513 -7.52% Q1 2026 Apr 15, 2026
Pinnacle Financial Partners, Inc. History Reduced 202,869 5,650 0.04% 0.04% 170 -2,417 -1.18% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Added to 198,002 5,514 0.02% 0.01% 171 +26,487 15.44% Q1 2026 May 08, 2026
Bravera Wealth History Added to 191,643 5,337 2.4% 2.15% 172 +33,639 21.29% Q1 2026 Apr 22, 2026
Aberdeen Wealth Management LLC History Added to 191,609 5,336 2.43% 1.51% 173 +71,469 59.49% Q1 2026 May 15, 2026
CVA Family Office, LLC History Added to 189,211 5,269 0.55% 0.59% 174 +147 0.08% Q1 2026 Apr 29, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 184,682 5,143 0.16% 0.17% 175 -9,414 -4.85% Q1 2026 Apr 27, 2026
Allworth Financial LP History Added to 184,641 5,142 0.02% 0.02% 176 +6,820 3.84% Q1 2026 May 14, 2026
Payne Capital LLC History Reduced 181,278 5,048 4.63% 6.71% 177 -60,863 -25.14% Q1 2026 Apr 20, 2026
IEQ CAPITAL, LLC History Added to 180,450 5,025 0.02% 0.01% 178 +17,742 10.9% Q1 2026 May 14, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 179,561 5,000 3.32% 3.3% 179 -538 -0.3% Q1 2026 May 04, 2026
Capital Advantage, Inc. History Added to 179,386 4,995 0.65% 0.55% 180 +30,261 20.29% Q1 2026 Apr 10, 2026
Savant Capital, LLC History Reduced 177,453 4,942 0.02% 0.03% 181 -35,678 -16.74% Q1 2026 May 04, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 175,773 4,895 0.05% 0.06% 182 -9,027 -4.88% Q1 2026 Apr 27, 2026
Wilkins Miller Wealth Management, LLC History Reduced 174,986 4,873 2.95% 2.91% 183 -4,618 -2.57% Q1 2026 Apr 22, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Reduced 174,000 4,845 1.27% 1.35% 184 -14,132 -7.51% Q1 2026 May 01, 2026
Yanni & Associates Investment Advisors, LLC History Added to 171,751 4,783 4.96% 4.57% 185 +3,671 2.18% Q1 2026 Apr 09, 2026
Focus Financial Network, Inc. History Reduced 170,941 4,760 0.17% 0.16% 186 -812 -0.47% Q1 2026 Apr 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 169,260 4,713 0.58% 0.55% 187 +187 0.11% Q1 2026 May 05, 2026
BFI Wealth Solutions, LLC History Reduced 166,818 4,669 4.48% 6.21% 188 -72,920 -30.42% Q1 2026 May 15, 2026
Shakespeare Wealth Management, LLC History Reduced 167,354 4,660 1.1% 1.02% 189 -2,872 -1.69% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 170,866 4,649 0.08% 0.08% 190 0 0.0% Q4 2025 Feb 06, 2026
Blueprint Investment Partners LLC History Added to 166,819 4,645 0.47% 0.38% 191 +35,866 27.39% Q1 2026 May 15, 2026
Blueprint Financial Advisors LLC History Added to 166,819 4,645 0.69% 0.54% 192 +35,866 27.39% Q1 2026 May 11, 2026
Advisory Services Network, LLC History Added to 163,487 4,553 0.06% 0.04% 193 +68,343 71.83% Q1 2026 May 15, 2026
Foguth Wealth Management, LLC. History No change 163,983 4,499 0.7% 0.7% 194 0 0.0% Q4 2025 Jan 05, 2026
Magnolia Private Wealth, LLC History Reduced 161,470 4,496 3.0% 3.44% 195 -19,333 -10.69% Q1 2026 Apr 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 159,827 4,451 0.27% 0.26% 196 -1,939 -1.2% Q1 2026 May 12, 2026
Beacon Pointe Advisors, LLC History Added to 159,284 4,436 0.02% 0.02% 197 +42,422 36.3% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 159,235 4,434 0.02% 0.02% 198 +5,476 3.56% Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History Reduced 158,058 4,401 0.98% 1.0% 199 -129 -0.08% Q1 2026 Apr 15, 2026
&PARTNERS History Added to 157,807 4,398 0.02% 0.02% 200 +43,032 37.49% Q1 2026 May 15, 2026
Stillwater Wealth Management Group History Added to 156,852 4,368 2.7% 1.83% 201 +57,882 58.48% Q1 2026 May 11, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 156,749 4,365 1.18% 0.96% 202 +29,812 23.49% Q1 2026 May 05, 2026
CIDEL ASSET MANAGEMENT INC History No change 155,097 4,319 0.24% 0.3% 203 0 0.0% Q1 2026 Apr 17, 2026
Lido Advisors, LLC History Reduced 154,811 4,311 0.01% 0.01% 204 -7,139 -4.41% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 152,815 4,255 0.0% 0.0% 205 +23,991 18.62% Q1 2026 May 11, 2026
FRG Family Wealth Advisors LLC History Added to 151,966 4,232 0.69% 0.6% 206 +9,556 6.71% Q1 2026 Apr 24, 2026
Tempus Wealth Planning, LLC History Added to 151,291 4,213 0.97% 0.93% 207 +2,292 1.54% Q1 2026 Apr 28, 2026
BNP PARIBAS FINANCIAL MARKETS History New 150,000 4,177 0.0% — 208 +150,000 New Q1 2026 May 12, 2026
Equitable Holdings, Inc. History Added to 150,800 4,103 0.03% 0.03% 209 +862 0.57% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 149,389 4,064 0.3% 0.3% 210 0 0.0% Q4 2025 Feb 17, 2026
Safe Harbor Family Capital, LLC History Added to 145,345 4,047 3.17% 3.02% 211 +19,200 15.22% Q1 2026 May 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 144,819 4,033 2.71% 2.67% 212 +3,629 2.57% Q1 2026 Apr 14, 2026
BlackRock, Inc. History Added to 140,123 3,902 0.0% 0.0% 213 +34,587 32.77% Q1 2026 May 13, 2026
FCA CORP /TX History Reduced 137,964 3,842 1.09% 1.09% 214 -4,079 -2.87% Q1 2026 May 14, 2026
Clearview Wealth Advisors LLC History No change 137,409 3,738 2.37% 2.37% 215 0 0.0% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History Added to 131,337 3,657 0.71% 0.67% 216 +1,228 0.94% Q1 2026 Apr 16, 2026
Next Capital Management LLC History Added to 128,008 3,565 1.08% 1.05% 217 +7,771 6.46% Q1 2026 May 07, 2026
IFP Advisors, Inc History Added to 127,507 3,551 0.07% 0.07% 218 +6,550 5.42% Q1 2026 Apr 13, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 127,177 3,541 1.2% 0.1% 219 +116,338 1073.33% Q1 2026 May 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 124,849 3,477 0.34% 0.34% 220 -348 -0.28% Q1 2026 Apr 27, 2026
Western Wealth Management, LLC History Added to 121,637 3,387 0.12% 0.06% 221 +77,067 172.91% Q1 2026 May 19, 2026
Valmark Advisers, Inc. History Added to 121,403 3,381 0.04% 0.04% 222 +16,067 15.25% Q1 2026 May 01, 2026
WARNER FINANCIAL, INC History Added to 120,471 3,355 1.15% 1.12% 223 +1,947 1.64% Q1 2026 Apr 08, 2026
CITADEL ADVISORS LLC History New 119,620 3,331 0.0% — 224 +119,620 New Q1 2026 May 15, 2026
Meridian Wealth Management, LLC History Added to 119,602 3,330 0.12% 0.11% 225 +7 0.01% Q1 2026 May 06, 2026
Carnegie Investment Counsel History Added to 116,986 3,258 0.06% 0.03% 226 +52,721 82.04% Q1 2026 May 01, 2026
Vise Technologies, Inc. History No change 119,420 3,249 0.06% 0.06% 227 0 0.0% Q1 2026 Apr 21, 2026
Prostatis Group LLC History Added to 113,083 3,149 0.81% 0.71% 228 +4,227 3.88% Q1 2026 May 12, 2026
Prosperity Wealth Management, Inc. History No change 113,931 3,100 1.03% 1.03% 229 0 0.0% Q4 2025 Mar 27, 2026
Farther Finance Advisors, LLC History Added to 111,013 3,098 0.03% 0.03% 230 +2,041 1.87% Q1 2026 Apr 07, 2026
Prospera Financial Services Inc History Reduced 111,209 3,097 0.05% 0.05% 231 -3,722 -3.24% Q1 2026 Apr 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 109,100 3,038 0.0% — 233 +109,100 New Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 109,114 3,038 0.05% 0.06% 232 -7,407 -6.36% Q1 2026 May 04, 2026
Savvy Advisors, Inc. History Added to 108,898 3,032 0.08% 0.09% 234 +1,054 0.98% Q1 2026 May 11, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 108,542 3,022 0.69% 0.67% 235 -215 -0.2% Q1 2026 May 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 105,806 2,946 0.67% 0.63% 236 +4,505 4.45% Q1 2026 Apr 16, 2026
Perigon Wealth Management, LLC History Added to 105,539 2,939 0.05% 0.05% 237 +1,178 1.13% Q1 2026 Apr 10, 2026
Orion Porfolio Solutions, LLC History Reduced 104,700 2,915 0.02% 0.02% 238 -15,814 -13.12% Q1 2026 May 13, 2026
Cascades Capital Asset Management, LLC History Added to 103,441 2,880 1.21% 1.17% 239 +647 0.63% Q1 2026 May 15, 2026
SAX WEALTH ADVISORS, LLC History No change 104,223 2,835 0.14% 0.13% 240 0 0.0% Q1 2026 Apr 08, 2026
Wellspring Financial Advisors, LLC History Added to 100,547 2,800 0.21% 0.22% 241 +102 0.1% Q1 2026 May 15, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 98,187 2,734 2.06% 2.04% 242 0 0.0% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History New 97,047 2,702 0.07% — 243 +97,047 New Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Reduced 94,596 2,634 0.02% 0.02% 244 -5,223 -5.23% Q1 2026 May 01, 2026
STIFEL FINANCIAL CORP History Added to 93,876 2,614 0.0% 0.0% 245 +34,732 58.72% Q1 2026 May 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 93,454 2,602 0.08% 0.09% 246 -1,913 -2.01% Q1 2026 May 07, 2026
PFG Advisors History Reduced 90,404 2,517 0.12% 0.12% 247 -979 -1.07% Q1 2026 May 05, 2026
TRUIST FINANCIAL CORP History Reduced 89,751 2,499 0.0% 0.0% 248 -3,753 -4.01% Q1 2026 Apr 27, 2026
Capital Group Private Client Services, Inc. History New 89,522 2,493 0.04% — 249 +89,522 New Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 89,157 2,483 0.0% — 250 +89,157 New Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 89,026 2,479 0.01% 0.01% 251 0 0.0% Q1 2026 May 14, 2026
Austin Private Wealth, LLC History No change 91,067 2,477 0.18% 0.18% 252 0 0.0% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Added to 87,404 2,434 0.02% 0.01% 253 +47,703 120.16% Q1 2026 May 15, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 86,052 2,396 1.25% 1.27% 254 0 0.0% Q1 2026 Apr 20, 2026
Clarkston Capital Partners, LLC History Reduced 84,310 2,348 0.18% 0.3% 255 -390,400 -82.24% Q1 2026 May 14, 2026
WORLD EQUITY GROUP, INC. History Added to 84,288 2,347 0.61% 0.6% 256 +5,893 7.52% Q1 2026 May 06, 2026
CIBC Private Wealth Group LLC History No change 84,475 2,298 0.0% 0.0% 257 0 0.0% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 82,460 2,297 0.0% 0.0% 258 +48,248 141.03% Q1 2026 May 14, 2026
Asset Advisory Group, Inc. History Added to 81,804 2,278 1.14% 1.1% 259 +988 1.22% Q1 2026 Apr 16, 2026
MASECO LLP History Reduced 80,446 2,240 0.07% 0.1% 260 -6,145 -7.1% Q1 2026 Apr 21, 2026
R. W. Roge & Company, Inc. History Reduced 80,173 2,232 1.06% 1.09% 261 -590 -0.73% Q1 2026 May 01, 2026
Westmount Partners, LLC History No change 79,721 2,220 0.55% 0.54% 262 0 0.0% Q1 2026 Apr 16, 2026
Mezzasalma Advisors, LLC History Added to 83,755 2,123 0.54% 0.48% 263 +4,606 5.82% Q1 2026 Apr 17, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 75,944 2,115 0.22% 0.1% 264 +41,058 117.69% Q1 2026 May 07, 2026
Schrum Private Wealth Management LLC History Added to 74,801 2,083 1.59% 1.5% 265 +8 0.01% Q1 2026 May 08, 2026
Valeo Financial Advisors, LLC History Reduced 74,474 2,074 0.05% 0.05% 266 -3,621 -4.64% Q1 2026 May 08, 2026
Focus Partners Advisor Solutions, LLC History Added to 74,367 2,071 0.02% 0.02% 267 +11,836 18.93% Q1 2026 May 13, 2026
WealthCare Investment Partners, LLC History Reduced 70,974 1,980 0.55% 0.62% 268 -6,213 -8.05% Q1 2026 Apr 08, 2026
Colonial Trust Co / SC History Added to 71,017 1,977 0.27% 0.11% 270 +41,224 138.37% Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 71,003 1,977 0.06% 0.05% 269 +19,784 38.63% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 70,728 1,969 0.11% 0.1% 271 +3,243 4.81% Q1 2026 May 06, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 70,689 1,968 0.15% 0.13% 272 +1,636 2.37% Q1 2026 Apr 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 69,096 1,924 0.0% 0.0% 273 -6,295 -8.35% Q1 2026 May 13, 2026
Briggs Wealth Management, Inc History Reduced 68,535 1,908 2.02% 2.14% 274 -4,783 -6.52% Q1 2026 May 15, 2026
Alpha Omega Wealth Management LLC History Added to 68,413 1,905 0.31% 0.3% 275 +1,391 2.08% Q1 2026 Apr 07, 2026
Harbor Asset Planning, Inc. History Added to 67,871 1,890 1.59% 1.57% 276 +274 0.41% Q1 2026 Apr 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 67,597 1,882 0.08% 0.09% 277 -1,490 -2.16% Q1 2026 Apr 28, 2026
NORTHERN TRUST CORP History Added to 67,369 1,876 0.0% 0.0% 278 +37,254 123.71% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 67,238 1,872 0.01% 0.01% 279 +6,832 11.31% Q1 2026 May 05, 2026
BEARING POINT CAPITAL, LLC History No change 65,900 1,835 0.29% 0.28% 280 0 0.0% Q1 2026 May 07, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 65,555 1,825 0.17% 0.17% 281 +68 0.1% Q1 2026 May 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 65,072 1,812 0.2% 0.18% 282 +5,985 10.13% Q1 2026 Apr 16, 2026
Aspiring Ventures, LLC History Reduced 64,926 1,808 0.55% 0.64% 283 -4,650 -6.68% Q1 2026 May 05, 2026
Harbor Group, Inc. History Reduced 64,940 1,808 0.26% 0.26% 284 -41 -0.06% Q1 2026 Apr 10, 2026
Bulwark Capital Corp History Reduced 64,511 1,796 1.11% 1.28% 285 -1,629 -2.46% Q1 2026 Apr 07, 2026
VANGUARD GROUP INC History No change 65,507 1,782 0.0% 0.0% 286 0 0.0% Q4 2025 Jan 29, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 63,765 1,775 0.09% 0.09% 287 -2,996 -4.49% Q1 2026 May 07, 2026
Nabity-Jensen Investment Management Inc History Added to 62,929 1,752 1.22% 1.08% 288 +4,244 7.23% Q1 2026 Apr 21, 2026
Berger Financial Group, Inc History Added to 62,257 1,733 0.1% 0.08% 289 +13,626 28.02% Q1 2026 Apr 28, 2026
Capital Investment Advisors, LLC History Added to 61,975 1,725 0.03% 0.02% 290 +17,558 39.53% Q1 2026 Apr 17, 2026
Waverly Advisors, LLC History Added to 60,896 1,695 0.01% 0.01% 291 +8,974 17.28% Q1 2026 May 15, 2026
Madison Asset Management, LLC History No change 60,771 1,692 0.02% 0.02% 292 0 0.0% Q1 2026 May 07, 2026
Modern Wealth Management, LLC History Added to 60,409 1,686 0.03% 0.03% 293 +257 0.43% Q1 2026 May 14, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 59,391 1,654 0.9% 0.86% 294 0 0.0% Q1 2026 Apr 23, 2026
Whipplewood Advisors, LLC History Reduced 58,968 1,642 0.85% 1.1% 295 -3,900 -6.2% Q1 2026 Apr 30, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 58,923 1,641 0.1% 0.1% 296 0 0.0% Q1 2026 May 14, 2026
IHT Wealth Management, LLC History Added to 57,862 1,611 0.04% 0.04% 297 +750 1.31% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Reduced 54,180 1,594 0.04% 0.04% 298 -152 -0.28% Q1 2026 May 04, 2026
Yoder Wealth Management, Inc. History Reduced 56,384 1,570 0.72% 0.79% 299 -7,817 -12.18% Q1 2026 Apr 22, 2026
Directional Asset Management History Added to 56,296 1,567 1.43% 1.34% 300 +222 0.4% Q1 2026 Apr 27, 2026
McGrath & Associates, Inc. History Reduced 55,610 1,548 2.28% 2.35% 301 -5,265 -8.65% Q1 2026 Apr 10, 2026
Capasso Planning Partners LLC History No change 56,686 1,542 0.84% 0.84% 302 0 0.0% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 55,217 1,537 0.05% 0.04% 303 -270 -0.49% Q1 2026 Apr 29, 2026
Brand Asset Management Group, Inc. History Reduced 54,995 1,531 0.4% 0.43% 304 -1,356 -2.41% Q1 2026 May 11, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 54,749 1,524 0.16% 0.2% 305 -15,575 -22.15% Q1 2026 May 11, 2026
MidAtlantic Capital Management, Inc. History Reduced 53,989 1,503 1.04% 0.96% 306 -1,333 -2.41% Q1 2026 May 07, 2026
Addison Advisors LLC History Reduced 53,935 1,502 0.33% 0.33% 307 -270 -0.5% Q1 2026 May 08, 2026
Jacobi Capital Management LLC History Added to 53,740 1,496 0.08% 0.08% 308 +216 0.4% Q1 2026 May 13, 2026
Bleakley Financial Group, LLC History Added to 53,703 1,495 0.02% 0.01% 309 +32,555 153.94% Q1 2026 May 04, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Added to 52,784 1,470 0.22% 0.19% 310 +4,671 9.71% Q1 2026 Apr 29, 2026
Avestar Capital, LLC History Added to 52,552 1,463 0.09% 0.09% 311 +6 0.01% Q1 2026 May 13, 2026
Spartan Wealth Advisory Services LLC History New 51,224 1,426 0.12% — 312 +51,224 New Q1 2026 May 06, 2026
AdvisorNet Financial, Inc History Added to 50,175 1,397 0.07% 0.07% 313 +719 1.45% Q1 2026 Apr 17, 2026
Values Added Financial LLC History No change 49,704 1,384 0.58% 0.57% 314 0 0.0% Q1 2026 Apr 20, 2026
RED REEF ADVISORS LLC History Added to 49,343 1,374 1.44% 1.27% 315 +3,593 7.85% Q1 2026 May 12, 2026
WCG Wealth Advisors LLC History Reduced 48,864 1,360 0.04% 0.04% 316 -1,290 -2.57% Q1 2026 May 12, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 48,309 1,345 0.3% 0.29% 317 +1,281 2.72% Q1 2026 Apr 15, 2026
Citizens National Bank Trust Department History Added to 48,208 1,342 0.22% 0.19% 318 +7,581 18.66% Q1 2026 May 04, 2026
Gryphon Financial Partners LLC History Added to 48,046 1,338 0.14% 0.13% 319 +2,975 6.6% Q1 2026 May 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 48,030 1,337 0.06% 0.07% 320 -6,237 -11.49% Q1 2026 Apr 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 47,874 1,333 0.07% 0.07% 321 +590 1.25% Q1 2026 Apr 15, 2026
Birchwood Financial Partners, Inc. History Reduced 46,743 1,301 1.25% 1.28% 322 -483 -1.02% Q1 2026 May 05, 2026
GatePass Capital, LLC History New 46,642 1,298 0.61% — 323 +46,642 New Q1 2026 May 06, 2026
Koshinski Asset Management, Inc. History Added to 46,452 1,293 0.08% 0.03% 324 +30,099 184.06% Q1 2026 Apr 27, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 45,919 1,278 0.17% 0.18% 325 -2,286 -4.74% Q1 2026 Apr 15, 2026
Ballast Financial Advisors LLC History Reduced 45,676 1,272 1.3% 1.31% 326 -1,106 -2.36% Q1 2026 May 13, 2026
Medallion Wealth Advisors, LLC History Added to 45,548 1,268 0.41% 0.39% 327 +2,957 6.94% Q1 2026 Apr 24, 2026
Kuhn & Co Investment Counsel History Added to 45,507 1,267 0.82% 0.76% 328 +3,639 8.69% Q1 2026 May 12, 2026
SIGNATUREFD, LLC History Reduced 45,285 1,261 0.02% 0.02% 329 -87 -0.19% Q1 2026 Apr 07, 2026
Wedmont Private Capital History Added to 43,406 1,245 0.04% 0.04% 330 +6 0.01% Q1 2026 Apr 09, 2026
Advisor OS, LLC History Added to 44,479 1,238 0.09% 0.04% 331 +27,174 157.03% Q1 2026 May 07, 2026
Financial Planning Hawaii, Inc. History Added to 43,547 1,212 0.71% 0.67% 332 +731 1.71% Q1 2026 Apr 21, 2026
Independent Advisor Alliance History Added to 43,391 1,208 0.01% 0.01% 333 +26,713 160.17% Q1 2026 May 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 42,262 1,177 0.04% 0.04% 334 0 0.0% Q1 2026 May 15, 2026
Millstone Evans Group, LLC History Reduced 41,591 1,158 0.69% 0.68% 335 -1,040 -2.44% Q1 2026 Apr 30, 2026
HB Wealth Management, LLC History Added to 41,338 1,151 0.01% 0.0% 336 +16,328 65.29% Q1 2026 Apr 27, 2026
CWM, LLC History Reduced 40,660 1,132 0.0% 0.0% 337 -9,977 -19.7% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 40,300 1,122 0.0% 0.0% 338 +13,405 49.84% Q1 2026 May 14, 2026
STOCK YARDS BANK & TRUST CO History Added to 39,695 1,105 0.03% 0.03% 339 +2,967 8.08% Q1 2026 Apr 24, 2026
BEACON FINANCIAL PLANNING, INC History Added to 39,450 1,098 0.43% 0.46% 340 +4,218 11.97% Q1 2026 Apr 22, 2026
VANGUARD ADVISERS INC History New 39,043 1,087 0.0% — 342 +39,043 New Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Added to 39,040 1,087 0.04% 0.03% 341 +11,030 39.38% Q1 2026 Apr 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 38,786 1,080 0.02% 0.01% 343 +17,759 84.46% Q1 2026 May 15, 2026
Apella Capital, LLC History Reduced 36,023 1,059 0.02% 0.02% 344 -2,019 -5.31% Q1 2026 Apr 20, 2026
DIVERSIFIED MANAGEMENT INC History Added to 37,967 1,057 0.18% 0.24% 345 +501 1.34% Q1 2026 Apr 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 37,691 1,049 0.06% 0.07% 346 -366 -0.96% Q1 2026 Apr 13, 2026
Vanguard National Trust Co History New 37,643 1,048 0.07% — 347 +37,643 New Q1 2026 May 08, 2026
Continuum Advisory, LLC History Reduced 36,919 1,028 0.1% 0.1% 348 -36 -0.1% Q1 2026 Apr 22, 2026
SAGE FINANCIAL GROUP INC History No change 36,808 1,025 0.07% 0.07% 349 0 0.0% Q1 2026 May 07, 2026
May Barnhard Investments LLC History Reduced 36,597 1,019 0.49% 0.48% 350 -1,061 -2.82% Q1 2026 May 13, 2026
Platt Wealth Management LLC History Added to 36,443 1,014 0.99% 0.89% 351 +3,464 10.5% Q1 2026 May 01, 2026
Clarity Capital Advisors, LLC History Added to 36,080 1,004 0.47% 0.49% 352 +146 0.41% Q1 2026 Apr 09, 2026
Bedel Financial Consulting, Inc. History Added to 35,995 1,002 0.11% 0.04% 353 +23,245 182.31% Q1 2026 May 04, 2026
Facet Wealth, Inc. History Added to 35,801 997 0.02% 0.01% 354 +10,714 42.71% Q1 2026 May 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 35,627 992 0.07% 0.07% 355 -4,022 -10.14% Q1 2026 Apr 16, 2026
Ausdal Financial Partners, Inc. History Added to 35,388 985 0.04% 0.04% 356 +2,350 7.11% Q1 2026 May 12, 2026
Clear Point Advisors Inc. History Reduced 35,231 981 0.76% 0.75% 357 -527 -1.47% Q1 2026 Apr 28, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 35,210 980 0.12% 0.03% 358 +26,216 291.48% Q1 2026 May 11, 2026
Revolve Wealth Partners, LLC History Added to 33,975 946 0.12% 0.1% 359 +3,664 12.09% Q1 2026 Apr 10, 2026
Freestone Capital Holdings, LLC History Reduced 33,936 945 0.03% 0.03% 360 -2,885 -7.84% Q1 2026 May 13, 2026
Integrated Advisors Network LLC History Reduced 33,410 930 0.05% 0.05% 361 -4,730 -12.4% Q1 2026 Apr 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 32,415 902 0.01% 0.01% 362 -612 -1.85% Q1 2026 May 01, 2026
JANE STREET GROUP, LLC History New 32,187 896 0.0% — 363 +32,187 New Q1 2026 May 12, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 32,132 894 0.42% 0.42% 364 +179 0.56% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Added to 31,527 878 0.0% 0.0% 365 +19,841 169.78% Q1 2026 May 13, 2026
Nalls Sherbakoff Group, LLC History No change 32,285 878 0.63% 0.63% 366 0 0.0% Q4 2025 Mar 12, 2026
Aptus Capital Advisors, LLC History Added to 31,342 872 0.01% 0.01% 367 +114 0.37% Q1 2026 May 11, 2026
Legacy Financial Strategies, LLC History Reduced 31,305 871 0.16% 0.18% 368 -5,490 -14.92% Q1 2026 Apr 30, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 30,918 861 0.31% 0.04% 369 +27,012 691.55% Q1 2026 May 06, 2026
HUB Investment Partners, LLC History Added to 30,650 853 0.02% 0.02% 370 +395 1.31% Q1 2026 May 15, 2026
Crusonia Wealth Advisors LLC History Reduced 30,430 847 0.17% 0.18% 371 -222 -0.72% Q1 2026 May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 30,352 845 0.0% 0.0% 372 +19,123 170.3% Q1 2026 May 13, 2026
Janney Montgomery Scott LLC History Added to 29,749 829 0.0% 0.0% 373 +297 1.01% Q1 2026 Apr 22, 2026
Steward Partners Investment Advisory, LLC History Added to 29,575 823 0.0% 0.0% 374 +55 0.19% Q1 2026 May 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 29,454 820 0.03% 0.01% 375 -1,401 -4.54% Q1 2026 Apr 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 29,031 808 0.01% 0.01% 376 +983 3.5% Q1 2026 May 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 28,906 805 0.0% — 378 +28,906 New Q1 2026 May 12, 2026
Auxano Advisors, LLC History Added to 28,919 805 0.16% 0.06% 377 +17,875 161.85% Q1 2026 May 01, 2026
Capital Analysts, LLC History Added to 28,436 792 0.02% 0.01% 379 +13,645 92.25% Q1 2026 May 14, 2026
Sigma Planning Corp History Added to 28,407 791 0.02% 0.02% 380 +1,019 3.72% Q1 2026 May 04, 2026
Monetary Solutions, Ltd History Added to 28,094 782 0.76% 0.75% 381 +178 0.64% Q1 2026 May 01, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 27,659 770 0.14% 0.14% 382 +222 0.81% Q1 2026 May 15, 2026
Evanson Asset Management, LLC History Reduced 27,400 763 0.04% 0.04% 383 -90 -0.33% Q1 2026 Apr 08, 2026
APPLETON PARTNERS INC/MA History Reduced 26,998 752 0.05% 0.05% 384 -2,290 -7.82% Q1 2026 Apr 28, 2026
Wealth Advisory Team LLC History No change 27,466 747 0.66% 0.66% 385 0 0.0% Q4 2025 Feb 05, 2026
KLCM Advisors, Inc. History Reduced 26,818 746 0.06% 0.07% 386 -1,254 -4.47% Q1 2026 Apr 30, 2026
L.K. Benson & Company, P.C. History Added to 26,725 744 0.25% 0.36% 387 +99 0.37% Q1 2026 Apr 20, 2026
MONTAG A & ASSOCIATES INC History Added to 26,350 733 0.03% 0.03% 388 +2,300 9.56% Q1 2026 Apr 29, 2026
Stratos Wealth Partners, LTD. History Added to 26,102 726 0.01% 0.01% 389 +2,574 10.94% Q1 2026 Apr 28, 2026
Baird Financial Group, Inc. History Added to 25,994 723 0.0% 0.0% 390 +2,341 9.9% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History Added to 25,449 708 0.0% 0.0% 391 +16,007 169.53% Q1 2026 May 05, 2026
Sand Hill Global Advisors, LLC History Reduced 25,367 706 0.02% 0.03% 392 -11,028 -30.3% Q1 2026 May 14, 2026
Trust Point Inc. History Added to 25,364 706 0.06% 0.05% 393 +392 1.57% Q1 2026 Apr 15, 2026
Phil A. Younker & Associates, Ltd. History No change 25,306 704 0.47% 0.48% 394 0 0.0% Q1 2026 Apr 17, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 24,965 695 0.15% 0.15% 395 -445 -1.75% Q1 2026 Apr 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 24,940 694 0.0% 0.0% 396 +7,253 41.01% Q1 2026 May 08, 2026
HOWE & RUSLING INC History Reduced 24,873 692 0.05% 0.05% 397 -2,202 -8.13% Q1 2026 Apr 28, 2026
Clark Asset Management, LLC History Added to 24,777 690 0.06% 0.07% 398 +1,389 5.94% Q1 2026 Apr 16, 2026
Mengis Capital Management, Inc. History Added to 24,691 687 0.12% 0.11% 399 +1,087 4.61% Q1 2026 May 12, 2026
Rockefeller Capital Management L.P. History Reduced 24,530 683 0.0% 0.0% 400 -4,265 -14.81% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 24,442 681 0.0% 0.0% 401 +27 0.11% Q1 2026 May 01, 2026
Curi Capital, LLC History Added to 24,449 680 0.01% 0.01% 402 +13,447 122.22% Q1 2026 May 15, 2026
Principia Wealth Advisory, LLC History No change 24,516 667 0.42% 0.42% 403 0 0.0% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Reduced 23,860 663 0.05% 0.13% 404 -54,458 -69.53% Q1 2026 May 20, 2026
KEYVANTAGE WEALTH, LLC History No change 23,787 662 0.29% 0.28% 405 0 0.0% Q1 2026 May 05, 2026
Lafayette Investments, Inc. History No change 23,747 661 0.13% 0.12% 406 0 0.0% Q1 2026 Apr 27, 2026
Vermillion Wealth Management, Inc. History Added to 23,542 655 0.26% 0.24% 407 +2,186 10.24% Q1 2026 Apr 17, 2026
CFS Investment Advisory Services, LLC History Reduced 22,137 651 0.04% 0.05% 408 -1,262 -5.39% Q1 2026 Apr 29, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 23,225 646 0.02% 0.02% 409 -101 -0.43% Q1 2026 May 11, 2026
Arax Advisory Partners History Added to 22,961 639 0.02% 0.0% 410 +22,431 4232.26% Q1 2026 May 13, 2026
JMG Financial Group, Ltd. History Added to 22,545 627 0.02% 0.02% 411 +52 0.23% Q1 2026 May 07, 2026
Plan A Wealth LLC History Added to 22,411 624 0.3% 0.26% 412 +2,788 14.21% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,120 615 0.0% 0.0% 413 0 0.0% Q1 2026 May 14, 2026
BIP Wealth, LLC History Added to 22,069 614 0.02% 0.02% 414 +6,426 41.08% Q1 2026 Apr 27, 2026
Destination Wealth Management History Added to 21,872 609 0.02% 0.01% 415 +2,480 12.79% Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 21,753 605 0.01% 0.01% 416 +614 2.9% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 21,715 604 0.0% 0.0% 417 +693 3.3% Q1 2026 Apr 29, 2026
CAPITAL ADVISORS INC/OK History Added to 21,374 595 0.01% 0.01% 418 +219 1.04% Q1 2026 Apr 27, 2026
CreativeOne Wealth, LLC History Added to 21,231 591 0.01% 0.01% 419 +425 2.04% Q1 2026 May 15, 2026
MSA Advisors, LLC History New 20,952 583 0.18% — 420 +20,952 New Q1 2026 May 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 20,908 582 0.04% 0.03% 421 +3,625 20.97% Q1 2026 Apr 28, 2026
Litman Gregory Wealth Management LLC History No change 21,404 582 0.04% 0.04% 422 0 0.0% Q4 2025 Feb 12, 2026
FIRST NATIONAL TRUST CO History New 20,860 580 0.02% — 423 +20,860 New Q1 2026 May 07, 2026
Parallel Advisors, LLC History Added to 20,737 577 0.01% 0.01% 424 +88 0.43% Q1 2026 May 07, 2026
TWO SIGMA SECURITIES, LLC History Reduced 20,476 570 0.07% 0.08% 425 -2,137 -9.45% Q1 2026 May 15, 2026
Empower Advisory Group, LLC History Reduced 20,494 570 0.0% 0.0% 426 -465 -2.22% Q1 2026 May 14, 2026
Dynamic Advisor Solutions LLC History Added to 20,441 569 0.02% 0.02% 427 +2,162 11.83% Q1 2026 Apr 08, 2026
WealthPLAN Partners, LLC History Reduced 20,429 568 0.11% 0.08% 428 -102 -0.5% Q1 2026 Apr 29, 2026
Fund Evaluation Group, LLC History Reduced 20,286 564 0.02% 0.02% 429 -435 -2.1% Q1 2026 May 08, 2026
RFG Advisory, LLC History New 20,250 563 0.01% — 431 +20,250 New Q1 2026 Apr 17, 2026
DAHRING | CUSMANO LLC History Reduced 20,222 563 0.35% 0.39% 430 -209 -1.02% Q1 2026 May 05, 2026
Brown Financial Advisory History Reduced 20,147 561 0.28% 0.32% 432 -3,500 -14.8% Q1 2026 Apr 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 20,039 558 0.0% 0.0% 433 +18,509 1209.74% Q1 2026 May 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 20,061 558 0.06% 0.07% 434 0 0.0% Q1 2026 Apr 23, 2026
J. L. Bainbridge & Co., Inc. History No change 19,777 550 0.05% 0.04% 435 0 0.0% Q1 2026 Apr 22, 2026
Trilogy Capital Inc. History Added to 19,657 547 0.02% 0.02% 436 +6,200 46.07% Q1 2026 Apr 21, 2026
Vivaldi Capital Management LP History Added to 19,602 545 0.08% 0.07% 437 +10 0.05% Q1 2026 May 14, 2026
Welch Group, LLC History No change 19,536 544 0.02% 0.02% 438 0 0.0% Q1 2026 Apr 21, 2026
Total Clarity Wealth Management, Inc. History Added to 19,445 541 0.13% 0.11% 439 +2,698 16.11% Q1 2026 Apr 17, 2026
Everest Financial Group LLC History New 19,327 538 0.09% — 440 +19,327 New Q1 2026 May 15, 2026
Regal Investment Advisors LLC History Added to 19,175 534 0.03% 0.03% 441 +1,059 5.85% Q1 2026 May 14, 2026
Fingerlakes Wealth Management, Inc. History Added to 19,102 532 0.35% 0.23% 442 +5,960 45.35% Q1 2026 Apr 21, 2026
OBSIDIAN CIO, LLC History New 10,747 525 0.47% — 443 +10,747 New Q1 2026 May 11, 2026
Midwest Trust Co History Reduced 18,604 518 0.01% 0.01% 444 -750 -3.88% Q1 2026 May 01, 2026
NATIXIS ADVISORS, LLC History Added to 18,470 514 0.0% 0.0% 445 +5,963 47.68% Q1 2026 May 13, 2026
Traub Capital Management LLC History Added to 18,410 512 0.51% 0.48% 446 +140 0.77% Q1 2026 Apr 23, 2026
Brookstone Capital Management History Reduced 18,106 504 0.01% 0.01% 447 -3,657 -16.8% Q1 2026 Apr 16, 2026
Ameritas Advisory Services, LLC History Added to 18,121 504 0.02% 0.02% 448 +669 3.83% Q1 2026 May 12, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 17,948 499 0.07% 0.09% 449 -4,145 -18.76% Q1 2026 May 05, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 17,910 498 0.07% 0.07% 450 0 0.0% Q1 2026 May 13, 2026
Destiny Wealth Partners, LLC History Added to 17,738 494 0.05% 0.04% 451 +4,349 32.48% Q1 2026 May 11, 2026
Financial Engines Advisors L.L.C. History Added to 17,576 489 0.0% 0.0% 452 +2,854 19.39% Q1 2026 May 14, 2026
Tactive Advisors, LLC History Added to 17,498 487 0.14% 0.13% 453 +1,668 10.54% Q1 2026 Apr 16, 2026
MATHER GROUP, LLC. History No change 17,475 486 0.0% 0.0% 454 0 0.0% Q1 2026 Apr 13, 2026
Joel Isaacson & Co., LLC History Added to 17,403 484 0.02% 0.02% 455 +5 0.03% Q1 2026 Apr 22, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 17,099 476 0.39% 0.38% 456 0 0.0% Q1 2026 May 04, 2026
Embree Financial Group History Added to 16,848 469 0.06% 0.06% 457 +196 1.18% Q1 2026 Apr 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 16,667 464 0.0% — 458 +16,667 New Q1 2026 May 15, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 16,609 462 0.22% 0.22% 459 -998 -5.67% Q1 2026 May 15, 2026
Abound Wealth Management History Reduced 15,827 440 0.1% 0.11% 460 -1,469 -8.49% Q1 2026 Apr 10, 2026
Argyle Capital Partners, LLC History Reduced 15,713 437 0.31% 0.35% 461 -1,758 -10.06% Q1 2026 May 07, 2026
ZWJ INVESTMENT COUNSEL INC History New 15,675 436 0.02% — 463 +15,675 New Q1 2026 Apr 24, 2026
ASSETMARK, INC History Added to 15,666 436 0.0% 0.0% 462 +213 1.38% Q1 2026 May 06, 2026
WESPAC Advisors, LLC History Reduced 15,566 433 0.24% 0.23% 464 -104 -0.66% Q1 2026 Apr 28, 2026
NorthRock Partners, LLC History Added to 15,371 428 0.01% 0.0% 465 +6,729 77.86% Q1 2026 May 15, 2026
Signature Equity Partners, LLC History Added to 15,191 423 0.23% 0.18% 467 +3,124 25.89% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Added to 15,199 423 0.0% 0.0% 466 +604 4.14% Q1 2026 May 13, 2026
CHANNEL WEALTH LLC History Added to 15,062 419 0.1% 0.1% 468 +3 0.02% Q1 2026 May 11, 2026
PATTEN & PATTEN INC/TN History No change 15,017 418 0.03% 0.02% 469 0 0.0% Q1 2026 May 01, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 14,966 416 0.01% 0.01% 470 -2,245 -13.04% Q1 2026 Apr 20, 2026
REGIONS FINANCIAL CORP History Reduced 14,907 415 0.0% 0.0% 471 -228 -1.51% Q1 2026 May 05, 2026
Prime Capital Investment Advisors, LLC History Added to 14,858 413 0.0% 0.0% 472 +54 0.36% Q1 2026 May 08, 2026
InTrack Investment Management Inc History New 14,627 407 0.23% — 474 +14,627 New Q1 2026 Apr 06, 2026
Arbor Investment Advisors, LLC History Added to 14,645 407 0.05% 0.03% 473 +6,716 84.7% Q1 2026 Apr 28, 2026
CRA Financial Services, LLC History Added to 14,600 406 0.05% 0.05% 475 +33 0.23% Q1 2026 Apr 09, 2026
Burford Brothers, Inc. History Added to 14,574 405 0.17% 0.16% 476 +56 0.39% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History New 14,288 397 0.11% — 477 +14,288 New Q1 2026 Apr 13, 2026
Smith Salley Wealth Management History Reduced 14,252 396 0.02% 0.02% 478 -1,659 -10.43% Q1 2026 Apr 16, 2026
Vident Advisory, LLC History No change 14,243 396 0.0% 0.0% 479 0 0.0% Q1 2026 May 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 14,192 395 0.04% 0.04% 482 +1,611 12.81% Q1 2026 Apr 30, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 14,216 395 0.13% 0.14% 480 -30 -0.21% Q1 2026 Apr 17, 2026
Red Door Wealth Management, LLC History Added to 14,212 395 0.04% 0.04% 481 +23 0.16% Q1 2026 Apr 22, 2026
Sensenig Capital Advisors, Inc History No change 14,187 395 0.4% 0.39% 483 0 0.0% Q1 2026 Apr 14, 2026
Newman Dignan & Sheerar, Inc. History Added to 14,161 394 0.08% 0.08% 484 +45 0.32% Q1 2026 Apr 13, 2026
Empirical Asset Management, LLC History Reduced 14,167 394 0.1% 0.11% 485 -42 -0.3% Q1 2026 May 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 14,013 390 0.01% 0.01% 486 0 0.0% Q1 2026 May 14, 2026
Maridea Wealth Management LLC History Reduced 13,993 389 0.06% 0.06% 487 -521 -3.59% Q1 2026 Apr 21, 2026
Sovereign Financial Group, Inc. History Added to 13,946 388 0.07% 0.06% 489 +936 7.19% Q1 2026 Apr 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 13,953 388 0.01% 0.01% 488 -789 -5.35% Q1 2026 Apr 21, 2026
Partners in Financial Planning History New 13,904 387 0.06% — 492 +13,904 New Q1 2026 May 11, 2026
Canandaigua National Trust Co of Florida History Reduced 13,920 387 0.31% 0.42% 490 -10,620 -43.28% Q1 2026 Apr 08, 2026
Affinity Capital Advisors, LLC History Added to 13,916 387 0.05% 0.03% 491 +6,367 84.34% Q1 2026 Apr 13, 2026
Members Trust Co History Reduced 13,767 383 0.01% 0.01% 493 -1,986 -12.61% Q1 2026 May 04, 2026
Advisors Capital Management, LLC History No change 13,746 382 0.0% 0.0% 494 0 0.0% Q1 2026 May 01, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 13,617 379 0.01% 0.01% 495 +626 4.82% Q1 2026 May 01, 2026
Everhart Financial Group, Inc. History Added to 13,545 377 0.03% 0.03% 497 +1,217 9.87% Q1 2026 Apr 09, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 13,571 377 0.07% 0.07% 496 +26 0.19% Q1 2026 Apr 29, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 13,534 376 0.01% 0.01% 498 -1,003 -6.9% Q1 2026 May 15, 2026
Darwin Wealth Management, LLC History Reduced 13,498 375 0.12% 0.13% 499 -1,982 -12.8% Q1 2026 May 01, 2026
CGN Advisors LLC History Added to 13,482 375 0.03% 0.03% 500 +217 1.64% Q1 2026 Apr 13, 2026
Capital Investment Counsel, LLC History Added to 13,457 374 0.05% 0.05% 502 +381 2.91% Q1 2026 Apr 23, 2026
Cresset Asset Management, LLC History Added to 13,458 374 0.0% 0.0% 501 +203 1.53% Q1 2026 May 15, 2026
INVESTED ADVISORS History Reduced 13,345 371 0.37% 0.38% 503 -28 -0.21% Q1 2026 Apr 29, 2026
WHITTIER TRUST CO History No change 13,158 370 0.0% 0.0% 504 0 0.0% Q1 2026 Apr 28, 2026
Nova Wealth Management, Inc. History Reduced 13,270 369 0.24% 0.25% 506 -44 -0.33% Q1 2026 Apr 14, 2026
Summit Financial Wealth Advisors, LLC History No change 13,572 369 0.05% 0.05% 505 0 0.0% Q4 2025 Jan 27, 2026
Texas Yale Capital Corp. History No change 13,200 367 0.01% 0.01% 507 0 0.0% Q1 2026 May 04, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 13,142 366 0.03% 0.03% 508 0 0.0% Q1 2026 Apr 15, 2026
Modera Wealth Management, LLC History No change 13,074 364 0.0% 0.0% 509 0 0.0% Q1 2026 May 06, 2026
Walkner Condon Financial Advisors LLC History Reduced 12,956 360 0.05% 0.05% 510 -726 -5.31% Q1 2026 Apr 28, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 12,902 359 0.23% 0.22% 511 -171 -1.31% Q1 2026 May 11, 2026
Paragon Capital Management Ltd History No change 12,922 359 0.08% 0.07% 512 0 0.0% Q1 2026 Apr 15, 2026
Compound Planning, Inc. History New 12,861 358 0.01% — 513 +12,861 New Q1 2026 May 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 12,844 357 0.11% 0.12% 514 0 0.0% Q1 2026 Apr 15, 2026
MCF Advisors LLC History No change 12,788 356 0.02% 0.02% 515 0 0.0% Q1 2026 May 11, 2026
ARS Wealth Advisors Group, LLC History No change 12,792 356 0.03% 0.03% 516 0 0.0% Q1 2026 Apr 15, 2026
Root Financial Partners, LLC History Reduced 12,698 353 0.02% 0.02% 518 -2,751 -17.81% Q1 2026 Apr 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 12,652 353 0.02% 0.02% 517 +2,162 20.61% Q1 2026 May 01, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 12,650 352 0.06% 0.05% 519 +1,782 16.4% Q1 2026 May 15, 2026
Glass Jacobson Investment Advisors llc History Reduced 12,653 352 0.12% 0.13% 521 -731 -5.46% Q1 2026 Apr 23, 2026
Roger Wittlin Investment Advisory, LLC History Added to 12,642 352 0.29% 0.24% 520 +51 0.41% Q1 2026 May 13, 2026
Coastwise Capital Group, LLC History Added to 12,609 351 0.19% 0.17% 522 +51 0.41% Q1 2026 May 07, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 12,540 349 0.1% 0.1% 523 0 0.0% Q1 2026 May 07, 2026
Westover Capital Advisors, LLC History Reduced 12,426 346 0.06% 0.06% 524 -349 -2.73% Q1 2026 May 05, 2026
ATX Financial Planning, LLC History No change 12,456 346 0.26% 0.26% 525 0 0.0% Q1 2026 Apr 30, 2026
World Investment Advisors History Added to 12,412 345 0.01% 0.01% 526 +237 1.95% Q1 2026 Apr 27, 2026
BetterWealth, LLC History New 12,071 336 0.07% — 527 +12,071 New Q1 2026 Apr 24, 2026
Anson Capital, Inc. History No change 12,025 334 0.23% 0.24% 528 0 0.0% Q1 2026 May 13, 2026
Composition Wealth, LLC History Added to 11,940 332 0.0% 0.0% 529 +27 0.23% Q1 2026 Apr 08, 2026
Procyon Advisors, LLC History Added to 11,904 331 0.02% 0.01% 530 +1,032 9.49% Q1 2026 May 04, 2026
SC&H Financial Advisors, Inc. History Added to 11,847 329 0.05% 0.05% 531 +48 0.41% Q1 2026 Apr 22, 2026
Moors & Cabot, Inc. History New 11,782 328 0.01% — 532 +11,782 New Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Reduced 11,774 327 0.0% 0.0% 533 -487,331 -97.64% Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History New 11,546 321 0.02% — 534 +11,546 New Q1 2026 Apr 30, 2026
Investment Research Partners LLC History No change 11,362 316 0.13% 0.13% 535 0 0.0% Q1 2026 Apr 29, 2026
Index Fund Advisors, Inc. History Added to 11,325 315 0.01% 0.01% 536 +483 4.45% Q1 2026 May 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,235 312 0.01% 0.01% 537 +194 1.76% Q1 2026 May 07, 2026
Creekside Partners History No change 11,202 311 0.13% 0.13% 538 0 0.0% Q1 2026 Apr 21, 2026
SUMMITRY LLC History Added to 11,165 310 0.01% 0.01% 539 +1,023 10.09% Q1 2026 May 11, 2026
Simmons Bank History No change 11,076 308 0.02% 0.02% 540 0 0.0% Q1 2026 Apr 23, 2026
Ackerman Capital Advisors, LLC History Reduced 10,961 305 0.06% 0.06% 541 -105 -0.95% Q1 2026 May 05, 2026
Arkadios Wealth Advisors History New 10,924 304 0.0% — 542 +10,924 New Q1 2026 May 18, 2026
FIFTH THIRD BANCORP History Added to 10,839 301 0.0% 0.0% 543 +536 5.2% Q1 2026 May 01, 2026
Zhang Financial LLC History No change 10,797 300 0.01% 0.01% 544 0 0.0% Q1 2026 May 06, 2026
Independence Wealth Advisors, LLC History No change 10,800 300 0.16% 0.16% 545 0 0.0% Q1 2026 Apr 20, 2026
VestGen Advisors, LLC History Reduced 9,777 297 0.01% 0.01% 548 -3,094 -24.04% Q1 2026 May 14, 2026
First Pacific Financial History Added to 10,690 297 0.04% 0.04% 547 +47 0.44% Q1 2026 Apr 23, 2026
Apollon Wealth Management, LLC History No change 10,667 297 0.0% 0.01% 546 0 0.0% Q1 2026 Apr 22, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 10,637 296 0.07% 0.07% 549 0 0.0% Q1 2026 Apr 28, 2026
Quadrant Private Wealth Management, LLC History No change 10,630 296 0.05% 0.05% 550 0 0.0% Q1 2026 May 06, 2026
Keenan, LLC History Reduced 10,594 295 0.25% 0.28% 551 -976 -8.44% Q1 2026 Apr 22, 2026
Meeder Advisory Services, Inc. History Added to 10,577 294 0.01% 0.01% 552 +512 5.09% Q1 2026 May 07, 2026
Onyx Bridge Wealth Group LLC History No change 10,575 294 0.03% 0.03% 553 0 0.0% Q1 2026 Apr 22, 2026
HANCOCK WHITNEY CORP History No change 10,228 286 0.0% 0.01% 554 0 0.0% Q1 2026 May 15, 2026
Curtis Advisory Group, LLC History Added to 10,225 284 0.06% 0.05% 555 +869 9.29% Q1 2026 May 08, 2026
Ancora Advisors LLC History Added to 10,173 283 0.01% 0.0% 556 +1,358 15.41% Q1 2026 May 15, 2026
Investment Planning Advisors, Inc. History New 9,992 278 0.08% — 558 +9,992 New Q1 2026 Apr 23, 2026
DHJJ Financial Advisors, Ltd. History Added to 9,989 278 0.09% 0.09% 557 +2 0.02% Q1 2026 Apr 09, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 9,360 277 0.0% — 559 +9,360 New Q1 2026 May 01, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 9,908 275 0.0% — 560 +9,908 New Q1 2026 May 11, 2026
Indivisible Partners History New 9,874 274 0.02% — 562 +9,874 New Q1 2026 Apr 30, 2026
Plante Moran Financial Advisors, LLC History Reduced 9,854 274 0.02% 0.02% 561 -492 -4.76% Q1 2026 May 05, 2026
Caerus Investment Advisors, LLC History No change 10,017 272 0.09% 0.09% 563 0 0.0% Q4 2025 Feb 12, 2026
PARTHENON LLC History No change 9,762 271 0.03% 0.03% 564 0 0.0% Q1 2026 Apr 28, 2026
Summit Asset Management, LLC History Added to 9,624 268 0.04% 0.03% 565 +1,164 13.76% Q1 2026 May 08, 2026
SNS Financial Group, LLC History No change 9,552 266 0.02% 0.02% 566 0 0.0% Q1 2026 Apr 14, 2026
Smithfield Trust Co History No change 9,540 265 0.01% 0.01% 567 0 0.0% Q1 2026 May 08, 2026
Jeter Robert S II History New 8,604 261 0.26% — 570 +8,604 New Q1 2026 May 11, 2026
FAS Wealth Partners, Inc. History No change 9,606 261 0.02% 0.02% 568 0 0.0% Q4 2025 Feb 18, 2026
ADVOCATE GROUP LLC History No change 9,405 261 0.04% 0.04% 569 0 0.0% Q1 2026 Apr 13, 2026
Linscomb Wealth, Inc. History New 9,286 258 0.01% — 574 +9,286 New Q1 2026 May 11, 2026
Archvest Wealth Advisors, Inc. History Added to 9,287 258 0.17% 0.16% 573 +21 0.23% Q1 2026 May 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 9,267 258 0.02% 0.02% 571 0 0.0% Q1 2026 May 05, 2026
Johnson Financial Group, Inc. History No change 9,285 258 0.01% 0.01% 572 0 0.0% Q1 2026 May 07, 2026
Mutual Advisors, LLC History Added to 9,188 255 0.01% 0.0% 576 +1,481 19.22% Q1 2026 May 01, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 9,186 255 0.0% 0.0% 575 -474 -4.91% Q1 2026 May 05, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 9,160 255 0.08% 0.08% 577 0 0.0% Q1 2026 May 01, 2026
Burk Holdings LLC History Reduced 9,122 254 0.11% 0.19% 579 -5,623 -38.13% Q1 2026 May 07, 2026
E&G Advisors, LP History No change 9,126 254 0.06% 0.06% 578 0 0.0% Q1 2026 Apr 21, 2026
Asset Dedication, LLC History No change 9,261 252 0.02% 0.02% 580 0 0.0% Q4 2025 Jan 26, 2026
Brooklyn Investment Group History New 9,014 251 0.01% — 581 +9,014 New Q1 2026 Apr 29, 2026
SouthState Bank Corp History Added to 8,960 249 0.01% 0.01% 582 +1 0.01% Q1 2026 May 05, 2026
Integrity Investment Advisors, LLC History Reduced 8,892 247 0.13% 0.27% 584 -8,907 -50.04% Q1 2026 Apr 29, 2026
BROWN ADVISORY INC History New 8,898 247 0.0% — 585 +8,898 New Q1 2026 May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 8,873 247 0.0% 0.0% 583 -247 -2.71% Q1 2026 May 01, 2026
Symphony Financial, Ltd. Co. History Added to 8,819 245 0.03% 0.03% 586 +32 0.36% Q1 2026 Apr 30, 2026
Advisory Alpha, LLC History New 8,737 243 0.01% — 588 +8,737 New Q1 2026 May 14, 2026
FLOW TRADERS U.S. LLC History New 8,720 243 0.01% — 587 +8,720 New Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 8,714 242 0.0% 0.0% 589 -1,295 -12.94% Q1 2026 May 12, 2026
Americana Partners, LLC History Added to 8,640 240 0.01% 0.01% 590 +35 0.41% Q1 2026 May 12, 2026
CALTON & ASSOCIATES, INC. History New 8,557 238 0.03% — 591 +8,557 New Q1 2026 May 13, 2026
Main Street Research LLC History Reduced 8,541 237 0.01% 0.02% 592 -1,418 -14.24% Q1 2026 Apr 30, 2026
New England Private Wealth Advisors LLC History Added to 8,480 236 0.03% 0.03% 593 +3 0.04% Q1 2026 May 08, 2026
Russell Investments Group, Ltd. History Reduced 8,439 235 0.0% 0.0% 594 -1,636 -16.24% Q1 2026 May 08, 2026
SeaCrest Wealth Management, LLC History Reduced 8,471 235 0.03% 0.02% 595 -10 -0.12% Q1 2026 Apr 15, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 8,405 234 0.02% 0.05% 597 -16,164 -65.79% Q1 2026 Apr 20, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 8,404 234 0.02% 0.02% 596 0 0.0% Q1 2026 May 08, 2026
Garde Capital, Inc. History New 8,334 232 0.01% — 599 +8,334 New Q1 2026 Apr 28, 2026
Concurrent Investment Advisors, LLC History Added to 8,357 232 0.0% 0.0% 598 +477 6.05% Q1 2026 Apr 20, 2026
HC Advisors, LLC History No change 8,304 231 0.15% 0.16% 600 0 0.0% Q1 2026 May 05, 2026
Luminvest Wealth Management LLC History No change 8,259 230 0.06% 0.06% 601 0 0.0% Q1 2026 May 01, 2026
ASPIRIANT, LLC History No change 8,199 228 0.01% 0.01% 602 0 0.0% Q1 2026 May 12, 2026
WealthCollab, LLC History Reduced 8,157 227 0.09% 0.16% 604 -6,196 -43.17% Q1 2026 May 13, 2026
Diversified Portfolios, Inc. History No change 8,154 227 0.02% 0.02% 603 0 0.0% Q1 2026 May 06, 2026
Brio Consultants, LLC History New 7,377 222 0.03% — 607 +7,377 New Q1 2026 May 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,007 222 0.0% 0.0% 605 0 0.0% Q1 2026 May 15, 2026
Klingman & Associates, LLC History No change 7,999 222 0.01% 0.01% 606 0 0.0% Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History Added to 7,941 221 0.04% 0.01% 609 +4,011 102.06% Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History No change 7,969 221 0.0% 0.0% 608 0 0.0% Q1 2026 Apr 21, 2026
Summit Financial, LLC History New 7,903 220 0.0% — 612 +7,903 New Q1 2026 May 15, 2026
NORDEN GROUP LLC History Added to 7,924 220 0.02% 0.02% 610 +32 0.41% Q1 2026 Apr 15, 2026
ELEVATE WEALTH ADVISORY, INC History No change 7,935 220 0.14% 0.15% 611 0 0.0% Q1 2026 May 11, 2026
LYELL WEALTH MANAGEMENT, LP History New 7,888 219 0.02% — 613 +7,888 New Q1 2026 May 07, 2026
High Net Worth Advisory Group LLC History No change 7,830 218 0.05% 0.05% 614 0 0.0% Q1 2026 Apr 17, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 7,826 217 0.09% 0.09% 615 +28 0.36% Q1 2026 Apr 20, 2026
Oak Wealth Advisors LLC History No change 7,811 217 0.12% 0.12% 616 0 0.0% Q1 2026 Apr 21, 2026
Strategies Wealth Advisors, LLC History Added to 7,727 215 0.02% 0.02% 617 +15 0.19% Q1 2026 May 15, 2026
Stratos Investment Management, LLC History No change 7,690 214 0.01% 0.01% 618 0 0.0% Q1 2026 Apr 28, 2026
Trivium Point Advisory, LLC History Reduced 7,654 213 0.04% 0.02% 619 -738 -8.79% Q1 2026 Apr 21, 2026
Frank, Rimerman Advisors LLC History No change 7,677 213 0.01% 0.01% 620 0 0.0% Q1 2026 Apr 29, 2026
Palisade Asset Management, LLC History No change 7,611 211 0.02% 0.02% 621 0 0.0% Q1 2026 Apr 14, 2026
Valley Brook Capital Group, Inc. History No change 7,578 211 0.14% 0.14% 622 0 0.0% Q1 2026 May 08, 2026
High Note Wealth, LLC History No change 7,551 210 0.04% 0.04% 623 0 0.0% Q1 2026 May 11, 2026
Foundry Financial LLC History New 7,510 209 0.09% — 624 +7,510 New Q1 2026 Apr 21, 2026
WEDBUSH SECURITIES INC History Reduced 7,484 208 0.01% 0.01% 626 -3,387 -31.16% Q1 2026 Apr 21, 2026
CHAPIN DAVIS, INC. History No change 7,494 208 0.05% 0.05% 625 0 0.0% Q1 2026 Apr 21, 2026
Fragasso Financial Advisors Inc History No change 7,429 208 0.01% 0.01% 627 0 0.0% Q1 2026 Apr 07, 2026
Archer Investment Corp History Added to 7,369 205 0.04% 0.04% 629 +29 0.4% Q1 2026 May 04, 2026
CONDOR CAPITAL MANAGEMENT History Added to 7,392 205 0.02% 0.02% 628 +1 0.01% Q1 2026 May 11, 2026
Abacus Planning Group, Inc. History New 7,301 203 0.03% — 630 +7,301 New Q1 2026 Apr 07, 2026
EVOKE WEALTH, LLC History New 7,296 203 0.0% — 631 +7,296 New Q1 2026 May 14, 2026
JB Capital LLC History New 7,285 202 0.01% — 634 +7,285 New Q1 2026 Apr 27, 2026
Gerber Kawasaki Wealth & Investment Management History New 7,260 202 0.01% — 633 +7,260 New Q1 2026 May 06, 2026
COMERICA BANK History No change 7,436 202 0.0% 0.0% 632 0 0.0% Q4 2025 Jan 29, 2026
Foster Victor Wealth Advisors, LLC History New 6,932 200 0.01% — 635 +6,932 New Q1 2026 Apr 20, 2026
GLENMEDE TRUST CO NA History No change 6,979 189 0.0% 0.0% 636 0 0.0% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History No change 6,785 188 0.02% 0.02% 637 0 0.0% Q1 2026 May 07, 2026
GODSEY & GIBB, INC History Reduced 6,557 182 0.02% 0.02% 638 -236 -3.47% Q1 2026 Apr 20, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 6,438 179 0.01% 0.01% 639 -2,132 -24.88% Q1 2026 Apr 14, 2026
Atlantic Union Bankshares Corp History Reduced 6,318 175 0.0% 0.0% 640 -409 -6.08% Q1 2026 May 12, 2026
HUNTINGTON NATIONAL BANK History No change 6,004 167 0.0% 0.0% 641 0 0.0% Q1 2026 May 15, 2026
GILL CAPITAL PARTNERS, LLC History New 5,988 166 0.05% — 644 +5,988 New Q1 2026 Apr 13, 2026
GHP Investment Advisors, Inc. History No change 5,979 166 0.01% 0.01% 642 0 0.0% Q1 2026 Apr 21, 2026
Caitlin John, LLC History No change 5,961 166 0.1% 0.11% 643 0 0.0% Q1 2026 May 13, 2026
Front Row Advisors LLC History No change 5,832 162 0.05% 0.05% 645 0 0.0% Q1 2026 May 19, 2026
Geneos Wealth Management Inc. History No change 5,832 162 0.0% 0.0% 646 0 0.0% Q1 2026 May 04, 2026
CENTAURUS FINANCIAL, INC. History Reduced 5,537 154 0.01% 0.01% 647 -329 -5.61% Q1 2026 May 18, 2026
Spire Wealth Management History Added to 5,438 151 0.01% 0.0% 648 +58 1.08% Q1 2026 Apr 22, 2026
Breakwater Investment Management History No change 5,388 150 0.06% 0.05% 649 0 0.0% Q1 2026 May 14, 2026
Beacon Capital Management, Inc. History New 5,311 147 0.01% — 650 +5,311 New Q1 2026 May 08, 2026
McIlrath & Eck, LLC History Added to 5,199 144 0.01% 0.01% 651 +3 0.06% Q1 2026 May 19, 2026
Fairway Wealth LLC History No change 4,932 137 0.04% 0.04% 652 0 0.0% Q1 2026 Apr 23, 2026
BOK Financial Private Wealth, Inc. History No change 4,860 135 0.01% 0.01% 653 0 0.0% Q1 2026 May 12, 2026
Clearstead Advisors, LLC History Reduced 4,745 132 0.0% 0.0% 654 -7,640 -61.69% Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Reduced 4,699 128 0.0% 0.01% 655 -1,586 -25.23% Q1 2026 May 15, 2026
Activest Wealth Management History Added to 4,208 117 0.02% 0.02% 656 +26 0.62% Q1 2026 Apr 15, 2026
Tanglewood Legacy Advisors, LLC History No change 4,159 115 0.04% 0.04% 657 0 0.0% Q1 2026 Apr 27, 2026
Integrity Financial Corp /WA History New 3,987 111 0.06% — 659 +3,987 New Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,996 111 0.01% 0.01% 658 -3,588 -47.31% Q1 2026 May 07, 2026
Arlington Trust Co LLC History No change 3,885 108 0.01% 0.01% 660 0 0.0% Q1 2026 Apr 08, 2026
SHP Wealth Management History New 3,684 102 0.01% — 661 +3,684 New Q1 2026 May 08, 2026
RMG Wealth Management LLC History New 3,369 102 0.01% — 662 +3,369 New Q1 2026 May 14, 2026
Key Capital Management, INC History Added to 3,393 94 0.06% 0.08% 664 +297 9.59% Q1 2026 May 07, 2026
ADIRONDACK TRUST CO History Reduced 3,387 94 0.03% 0.03% 663 -185 -5.18% Q1 2026 Apr 03, 2026
Fairscale Capital, LLC History New 3,375 93 0.06% — 666 +3,375 New Q1 2026 May 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,360 93 0.01% 0.01% 665 0 0.0% Q1 2026 Apr 23, 2026
Basepoint Wealth LLC History Added to 3,107 86 0.05% — 667 +3,105 155250.0% Q1 2026 May 07, 2026
Team Financial Group, LLC History Added to 2,996 83 0.04% 0.04% 668 +13 0.44% Q1 2026 May 01, 2026
FIRST COMMUNITY TRUST NA History No change 2,979 82 0.06% 0.06% 669 0 0.0% Q1 2026 Apr 16, 2026
Tidemark, LLC History Added to 2,912 81 0.02% 0.02% 671 +8 0.28% Q1 2026 May 07, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,922 81 0.06% 0.06% 670 0 0.0% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History No change 2,889 80 0.01% 0.01% 672 0 0.0% Q1 2026 May 08, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,773 77 0.01% 0.01% 673 0 0.0% Q1 2026 Apr 10, 2026
MidFirst Bank History No change 2,661 74 0.01% 0.01% 674 0 0.0% Q1 2026 May 15, 2026
HOEY INVESTMENTS, INC History Added to 2,643 73 0.01% 0.01% 675 +57 2.2% Q1 2026 Apr 28, 2026
WealthShield Partners, LLC History No change 2,545 70 0.01% 0.01% 676 0 0.0% Q1 2026 May 01, 2026
CDKV HOLDINGS LLC History No change 2,373 66 0.06% 0.05% 677 0 0.0% Q1 2026 May 01, 2026
SJS Investment Consulting Inc. History No change 2,310 64 0.01% 0.01% 678 0 0.0% Q1 2026 Apr 23, 2026
UMB Bank, n.a. History New 2,286 63 0.0% — 680 +2,286 New Q1 2026 May 11, 2026
JNBA Financial Advisors History No change 2,277 63 0.01% 0.01% 679 0 0.0% Q1 2026 Apr 22, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 2,248 62 0.03% 0.02% 681 +7 0.31% Q1 2026 Apr 24, 2026
PFS Partners, LLC History No change 2,232 62 0.03% 0.03% 682 0 0.0% Q1 2026 Apr 09, 2026
Capital Investment Advisory Services, LLC History Added to 2,224 61 0.0% 0.0% 683 +866 63.77% Q1 2026 May 05, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 2,093 58 0.04% 0.04% 685 +9 0.43% Q1 2026 May 07, 2026
NFSG Corp History No change 2,100 58 0.01% 0.01% 684 0 0.0% Q1 2026 May 05, 2026
Dunhill Financial, LLC History No change 2,049 57 0.01% 0.01% 686 0 0.0% Q1 2026 May 06, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 1,969 54 0.0% 0.0% 687 0 0.0% Q1 2026 Apr 15, 2026
Scarborough Advisors, LLC History New 1,929 53 0.01% — 689 +1,929 New Q1 2026 May 07, 2026
TSFG, LLC History No change 1,905 53 0.01% 0.01% 688 0 0.0% Q1 2026 Apr 27, 2026
Private Wealth Management Group, LLC History No change 1,888 52 0.01% 0.01% 690 0 0.0% Q1 2026 Apr 23, 2026
Pinnacle Bancorp, Inc. History No change 1,866 51 0.02% 0.01% 691 0 0.0% Q1 2026 Apr 22, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 1,818 50 0.01% 0.01% 692 -1,795 -49.68% Q1 2026 Apr 28, 2026
Graney & King, LLC History Added to 1,823 50 0.03% 0.03% 693 +1 0.05% Q1 2026 May 18, 2026
Planning Project LLC History No change 1,842 50 0.01% 0.01% 694 0 0.0% Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,725 48 0.0% 0.0% 695 +1,407 442.45% Q1 2026 May 01, 2026
Hanson & Doremus Investment Management History New 1,608 45 0.01% — 698 +1,608 New Q1 2026 Apr 17, 2026
Bogart Wealth, LLC History No change 1,626 45 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 28, 2026
SageView Advisory Group, LLC History No change 1,664 45 0.0% 0.0% 697 0 0.0% Q4 2025 Feb 17, 2026
DAGCO, INC. History Added to 1,532 42 0.01% 0.01% 699 +106 7.43% Q1 2026 Apr 20, 2026
Eukles Asset Management History New 1,500 41 0.02% — 700 +1,500 New Q1 2026 May 05, 2026
CITIGROUP INC History Reduced 1,439 40 0.0% 0.0% 701 -2,391 -62.43% Q1 2026 May 11, 2026
Synergy Investment Management, LLC History New 1,458 40 0.01% — 702 +1,458 New Q1 2026 May 14, 2026
PINNEY & SCOFIELD, INC. History Added to 1,421 39 0.02% 0.02% 703 +5 0.35% Q1 2026 May 15, 2026
Key FInancial Inc History No change 1,346 37 0.01% 0.01% 704 0 0.0% Q1 2026 Apr 24, 2026
Signature Resources Capital Management, LLC History Added to 1,316 36 0.02% 0.01% 706 +812 161.11% Q1 2026 May 01, 2026
Global Wealth Strategies & Associates History Added to 1,318 36 0.01% 0.01% 705 +5 0.38% Q1 2026 Apr 03, 2026
RETIREMITTEN FINANCIAL LLC History New 1,278 35 0.02% — 708 +1,278 New Q1 2026 May 14, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,281 35 0.01% 0.01% 707 0 0.0% Q1 2026 Apr 17, 2026
Financial Connections Group, Inc. History No change 1,227 34 0.01% 0.01% 709 0 0.0% Q1 2026 May 01, 2026
Blue Trust, Inc. History No change 1,205 33 0.0% 0.0% 710 0 0.0% Q1 2026 Apr 20, 2026
PRIVATE TRUST CO NA History Reduced 1,125 31 0.0% 0.01% 711 -3,114 -73.46% Q1 2026 Apr 30, 2026
Meramec Financial Planners, LLC History No change 1,080 31 0.01% 0.01% 712 0 0.0% Q1 2026 Apr 27, 2026
Valued Wealth Advisors LLC History New 1,092 30 0.01% — 713 +1,092 New Q1 2026 Apr 30, 2026
Ascentis Independent Advisors History New 1,011 28 0.0% — 714 +1,011 New Q1 2026 Apr 28, 2026
ORG Partners LLC History No change 1,011 27 0.0% 0.0% 715 0 0.0% Q4 2025 Jan 14, 2026
TIAA Wealth Investment Management LLC History New 959 26 0.0% — 717 +959 New Q1 2026 May 12, 2026
Rialto Wealth Management, LLC History No change 969 26 0.01% 0.01% 716 0 0.0% Q1 2026 May 14, 2026
Cassaday & Co Wealth Management LLC History New 870 24 0.0% — 718 +870 New Q1 2026 May 07, 2026
Anchor Investment Management, LLC History No change 790 22 0.0% 0.0% 719 0 0.0% Q1 2026 May 01, 2026
Ashton Thomas Private Wealth, LLC History New 780 21 0.0% — 721 +780 New Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History No change 769 21 0.0% 0.0% 720 0 0.0% Q1 2026 May 13, 2026
HM PAYSON & CO History New 753 20 0.0% — 724 +753 New Q1 2026 Apr 13, 2026
Main Management LLC History No change 720 20 0.0% 0.0% 722 0 0.0% Q1 2026 May 14, 2026
Salomon & Ludwin, LLC History No change 747 20 0.0% 0.0% 723 0 0.0% Q1 2026 May 11, 2026
Accordant Advisory Group Inc History New 704 19 0.01% — 727 +704 New Q1 2026 May 11, 2026
Transamerica Financial Advisors, LLC History New 701 19 0.0% — 726 +701 New Q1 2026 May 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 699 19 0.0% 0.0% 725 0 0.0% Q1 2026 Apr 22, 2026
Triumph Capital Management History Reduced 672 18 0.0% 0.01% 729 -1,572 -70.05% Q1 2026 May 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 666 18 0.0% — 732 +666 New Q1 2026 May 15, 2026
Kozak & Associates, Inc. History New 645 18 0.0% — 731 +645 New Q1 2026 Apr 14, 2026
Capital Advisors, Ltd. LLC History No change 645 18 0.0% 0.0% 728 0 0.0% Q1 2026 Apr 16, 2026
Osbon Capital Management LLC History No change 660 18 0.01% 0.02% 730 0 0.0% Q1 2026 May 15, 2026
Paladin Advisory Group, LLC History Reduced 630 17 0.01% 0.01% 734 -134 -17.54% Q1 2026 Apr 30, 2026
Rice Partnership, LLC History No change 618 17 0.0% 0.0% 733 0 0.0% Q1 2026 May 07, 2026
Smallwood Wealth Investment Management, LLC History No change 645 17 0.01% 0.01% 735 0 0.0% Q1 2026 Apr 22, 2026
Pflug Koory, LLC History Added to 602 16 0.01% 0.01% 739 +2 0.33% Q1 2026 Apr 21, 2026
Frazier Financial Advisors, LLC History Added to 586 16 0.01% 0.01% 740 +1 0.17% Q1 2026 May 05, 2026
FINANCIAL CONSULATE, INC History No change 597 16 0.0% 0.0% 736 0 0.0% Q1 2026 Apr 21, 2026
First Command Advisory Services, Inc. History No change 588 16 0.0% 0.0% 737 0 0.0% Q1 2026 May 07, 2026
Sound Income Strategies, LLC History No change 588 16 0.0% 0.0% 738 0 0.0% Q1 2026 Apr 27, 2026
Turtle Creek Wealth Advisors, LLC History New 555 15 0.0% — 743 +555 New Q1 2026 Apr 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 518 15 0.01% 0.01% 741 0 0.0% Q1 2026 May 11, 2026
Rossby Financial, LCC History No change 557 15 0.0% 0.0% 742 0 0.0% Q1 2026 May 11, 2026
Wall Street Financial Group, Inc. History New 518 14 0.01% — 747 +518 New Q1 2026 May 05, 2026
CX Institutional History Added to 500 14 0.0% 0.0% 744 +398 390.2% Q1 2026 Apr 06, 2026
Coston, McIsaac & Partners History No change 537 14 0.0% 0.0% 745 0 0.0% Q1 2026 Apr 22, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 507 14 0.01% 0.01% 746 0 0.0% Q1 2026 May 14, 2026
Noble Wealth Management PBC History Reduced 490 13 0.01% 0.01% 748 -125 -20.33% Q1 2026 Apr 02, 2026
BESSEMER GROUP INC History New 420 12 0.0% — 751 +420 New Q1 2026 May 06, 2026
Strategic Wealth Partners, Ltd. History No change 441 12 0.0% 0.0% 749 0 0.0% Q1 2026 May 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 459 12 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 20, 2026
TD Capital Management LLC History Added to 422 11 0.0% 0.0% 753 +2 0.48% Q1 2026 May 11, 2026
TRUST CO OF VERMONT History No change 431 11 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 16, 2026
Evergreen Advisors, LLC History New 361 10 0.0% — 757 +361 New Q1 2026 May 05, 2026
FIRST UNITED BANK & TRUST History Reduced 380 10 0.0% 0.01% 754 -257 -40.35% Q1 2026 Apr 21, 2026
DiNuzzo Private Wealth, Inc. History No change 369 10 0.0% 0.0% 755 0 0.0% Q1 2026 Apr 08, 2026
Ransom Advisory, Ltd History No change 372 10 0.0% 0.0% 756 0 0.0% Q4 2025 Jan 06, 2026
Hamilton Point Investment Advisors, LLC History No change 348 9 0.0% 0.0% 758 0 0.0% Q1 2026 May 06, 2026
Greykasell Wealth Strategies, Inc. History No change 327 9 0.0% 0.0% 759 0 0.0% Q1 2026 May 07, 2026
Main Street Group, LTD History New 288 8 0.0% — 761 +288 New Q1 2026 May 06, 2026
Murphy & Mullick Capital Management Corp History No change 312 8 0.01% 0.01% 760 0 0.0% Q1 2026 Apr 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 268 7 0.0% — 765 +268 New Q1 2026 May 01, 2026
Wiser Advisor Group LLC History Reduced 285 7 0.01% 0.01% 764 -37 -11.49% Q1 2026 Apr 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 285 7 0.0% 0.0% 762 0 0.0% Q1 2026 May 07, 2026
Solstein Capital, LLC History No change 279 7 0.0% 0.0% 763 0 0.0% Q1 2026 May 14, 2026
CAPITAL & PLANNING, LLC History New 249 6 0.0% — 768 +249 New Q1 2026 May 15, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 250 6 0.0% 0.0% 766 0 0.0% Q1 2026 May 11, 2026
Westside Investment Management, Inc. History No change 238 6 0.0% 0.0% 767 0 0.0% Q1 2026 May 04, 2026
Financial Gravity Asset Management, Inc. History Reduced 210 5 0.0% 0.0% 770 -280 -57.14% Q1 2026 May 08, 2026
Moisand Fitzgerald Tamayo, LLC History No change 189 5 0.0% 0.0% 769 0 0.0% Q1 2026 Apr 14, 2026
Sunbelt Securities, Inc. History Reduced 160 4 0.0% 0.0% 772 -404 -71.63% Q1 2026 May 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 149 4 0.0% — 775 +149 New Q1 2026 May 13, 2026
Financial Management Professionals, Inc. History No change 144 4 0.0% 0.0% 771 0 0.0% Q1 2026 Apr 15, 2026
WFA of San Diego, LLC History No change 171 4 0.0% 0.0% 773 0 0.0% Q1 2026 May 11, 2026
Founders Financial Alliance, LLC History No change 162 4 0.0% 0.0% 774 0 0.0% Q1 2026 May 11, 2026
Creative Capital Management Investments LLC History New 141 3 0.0% — 778 +141 New Q1 2026 Apr 21, 2026
Quaker Wealth Management, LLC History No change 117 3 0.0% 0.0% 776 0 0.0% Q1 2026 Apr 10, 2026
Avion Wealth History No change 117 3 0.0% 0.0% 777 0 0.0% Q1 2026 May 01, 2026
Portus Wealth Advisors, LLC History New 89 2 0.0% — 783 +89 New Q1 2026 Apr 22, 2026
CULLEN/FROST BANKERS, INC. History New 72 2 0.0% — 782 +72 New Q1 2026 May 05, 2026
Peachtree Investment Partners, LLC History No change 88 2 0.0% 0.0% 779 0 0.0% Q1 2026 May 08, 2026
IAG Wealth Partners, LLC History No change 78 2 0.0% 0.0% 780 0 0.0% Q1 2026 Apr 29, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 83 2 0.0% 0.0% 781 0 0.0% Q1 2026 May 14, 2026
PROSPERITY BANCSHARES INC History No change 51 1 0.0% 0.0% 784 0 0.0% Q1 2026 May 12, 2026
Central Pacific Bank - Trust Division History No change 42 1 0.0% 0.0% 785 0 0.0% Q1 2026 Apr 07, 2026
CURIO WEALTH, LLC History No change 57 1 0.0% 0.0% 786 0 0.0% Q1 2026 May 11, 2026
TradeWell Securities, LLC. History Closed out 0 0 — 4.95% — -12,721,524 -100.0% Q1 2026 Apr 13, 2026
Roehl & Yi Investment Advisors, LLC History Closed out 0 0 — 0.08% — -159,248 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.01% — -88,118 -100.0% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -87,695 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -47,067 -100.0% Q1 2026 Apr 27, 2026
Stokes Family Office, LLC History Closed out 0 0 — 0.09% — -36,243 -100.0% Q1 2026 May 11, 2026
Heritage Wealth Management, Inc. History Closed out 0 0 — 0.26% — -34,570 -100.0% Q1 2026 Apr 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -27,166 -100.0% Q1 2026 May 12, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.03% — -23,770 -100.0% Q1 2026 May 12, 2026
Donor Advised Charitable Giving, Inc. History Closed out 0 0 — 0.01% — -22,370 -100.0% Q1 2026 Apr 20, 2026
TBH Global Asset Management, LLC History Closed out 0 0 — 0.11% — -18,213 -100.0% Q1 2026 Apr 22, 2026
Global Assets Advisory, LLC History Closed out 0 0 — 0.14% — -17,590 -100.0% Q1 2026 May 01, 2026
Seven Springs Wealth Group, LLC History Closed out 0 0 — 0.11% — -13,790 -100.0% Q1 2026 May 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Closed out 0 0 — 0.05% — -13,073 -100.0% Q1 2026 Apr 13, 2026
Williams Jones Wealth Management, LLC. History Closed out 0 0 — 0.0% — -12,517 -100.0% Q1 2026 May 05, 2026
Bragg Financial Advisors, Inc History Closed out 0 0 — 0.01% — -11,272 -100.0% Q1 2026 May 15, 2026
AA Financial Advisors, LLC History Closed out 0 0 — 0.05% — -10,115 -100.0% Q1 2026 Apr 20, 2026
Wealthstar Advisors, LLC History Closed out 0 0 — 0.11% — -9,552 -100.0% Q1 2026 Apr 27, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.01% — -8,574 -100.0% Q1 2026 May 01, 2026
Gladstone Institutional Advisory LLC History Closed out 0 0 — 0.01% — -8,191 -100.0% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -8,121 -100.0% Q1 2026 May 05, 2026
Ethos Financial Group, LLC History Closed out 0 0 — 0.02% — -7,726 -100.0% Q1 2026 May 05, 2026
OpenArc Corporate Advisory, LLC History Closed out 0 0 — 0.0% — -7,392 -100.0% Q1 2026 May 11, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 — 0.0% — -4,362 -100.0% Q1 2026 May 12, 2026
Navalign, LLC History Closed out 0 0 — 0.02% — -2,835 -100.0% Q1 2026 Apr 29, 2026
RHL GROUP, LLC History Closed out 0 0 — 0.03% — -1,500 -100.0% Q1 2026 May 13, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.0% — -1,434 -100.0% Q1 2026 May 01, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -1,384 -100.0% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -1,145 -100.0% Q1 2026 May 15, 2026
Woodside Wealth Management LLC History Closed out 0 0 — 0.02% — -1,106 -100.0% Q1 2026 Apr 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Closed out 0 0 — 0.0% — -995 -100.0% Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Closed out 0 0 — 0.0% — -921 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -594 -100.0% Q1 2026 May 04, 2026
Operose Advisors LLC History Closed out 0 0 — 0.0% — -589 -100.0% Q1 2026 May 12, 2026
Armor Investment Advisors, LLC History Closed out 0 0 — 0.0% — -440 -100.0% Q1 2026 Apr 29, 2026
CGC Financial Services, LLC History Closed out 0 0 — 0.0% — -432 -100.0% Q1 2026 Apr 13, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -426 -100.0% Q1 2026 Apr 03, 2026
CENTRAL TRUST Co History Closed out 0 0 — 0.0% — -348 -100.0% Q1 2026 Apr 17, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -300 -100.0% Q1 2026 May 15, 2026
Greenline Wealth Management LLC History Closed out 0 0 — 0.01% — -288 -100.0% Q1 2026 May 14, 2026
Camelot Portfolios, LLC History Closed out 0 0 — 0.0% — -226 -100.0% Q1 2026 May 08, 2026
Quent Capital, LLC History Closed out 0 0 — 0.0% — -173 -100.0% Q1 2026 Apr 28, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -93 -100.0% Q1 2026 Apr 28, 2026
Private Wealth Asset Management, LLC History New 13 0 — — — +13 New Q1 2026 May 06, 2026
ARVEST INVESTMENTS, INC. History No change 15 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
Wagner Wealth Management, LLC History No change 32 0 — — — 0 0.0% Q1 2026 Apr 24, 2026