Grayscale Bitcoin Trust ETF - GBTC

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
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 14,004,882 738,897 8.0% 13.05% 1 -108,711 -0.77% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,093,400 57,687 0.01% 0.01% 2 -657,272 -37.54% Q1 2026 May 15, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 920,000 48,539 0.08% 0.1% 3 0 0.0% Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 908,340 47,923 0.01% 0.02% 4 -68,874 -7.05% Q1 2026 May 06, 2026
HighTower Advisors, LLC History Reduced 614,073 32,398 0.03% 0.05% 5 -6,290 -1.01% Q1 2026 May 05, 2026
Greenwich Wealth Management LLC History Reduced 633,993 31,040 1.27% 1.8% 6 -1,008 -0.16% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Added to 472,100 24,907 0.0% 0.0% 7 +34,478 7.88% Q1 2026 May 15, 2026
MSRH, LLC History Reduced 419,620 22,139 19.61% 32.21% 8 -2,458 -0.58% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Added to 412,072 21,740 0.0% 0.0% 9 +70,031 20.47% Q1 2026 May 12, 2026
MAD RIVER INVESTORS History Reduced 360,139 19,000 6.84% 11.22% 10 -315 -0.09% Q1 2026 Apr 23, 2026
EagleClaw Capital Managment, LLC History Added to 355,791 18,771 2.63% 3.29% 11 +22,950 6.9% Q1 2026 May 08, 2026
Wealthfront Advisers LLC History Reduced 341,133 17,998 0.04% 0.05% 12 -13,569 -3.83% Q1 2026 May 05, 2026
IMC-Chicago, LLC History Reduced 334,100 17,627 0.01% 0.01% 13 -121,600 -26.68% Q1 2026 May 05, 2026
Moors & Cabot, Inc. History Reduced 311,393 16,429 0.7% 0.92% 14 -4,126 -1.31% Q1 2026 May 08, 2026
Vident Advisory, LLC History Reduced 303,100 15,991 0.14% 0.21% 15 -29,700 -8.92% Q1 2026 May 14, 2026
Virtu Financial LLC History Added to 282,831 14,922 0.62% 0.15% 16 +227,247 408.84% Q1 2026 May 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 279,960 14,770 0.7% 0.94% 17 -3,875 -1.37% Q1 2026 Apr 28, 2026
One Charles Private Wealth Services, LLC History Reduced 276,992 14,614 3.66% 4.92% 18 -1,611 -0.58% Q1 2026 May 07, 2026
Beaumont Financial Advisors, LLC History Reduced 258,734 13,650 0.94% 1.22% 19 -12,733 -4.69% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 253,269 13,362 0.03% 0.05% 20 -6,656 -2.56% Q1 2026 Apr 30, 2026
Cresset Asset Management, LLC History Reduced 243,712 12,858 0.06% 0.07% 21 -192 -0.08% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 216,502 11,420 0.01% 0.02% 22 -4,628 -2.09% Q1 2026 May 14, 2026
Mariner, LLC History Added to 186,939 9,859 0.01% 0.01% 23 +13,732 7.93% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 178,803 9,433 0.01% 0.02% 24 -28,660 -13.81% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Reduced 174,477 9,205 0.01% 0.01% 25 -10,499 -5.68% Q1 2026 May 13, 2026
Lido Advisors, LLC History Added to 165,469 8,730 0.03% 0.04% 26 +5,674 3.55% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History Added to 146,098 8,527 0.51% 0.6% 27 +11,845 8.82% Q1 2026 Apr 20, 2026
RBF Capital, LLC History No change 150,000 7,914 0.39% 0.46% 28 0 0.0% Q1 2026 May 18, 2026
Atlas Wealth Partners, LLC History Reduced 140,312 7,402 7.61% 10.72% 29 -2,400 -1.68% Q1 2026 Apr 29, 2026
SIMPLEX TRADING, LLC History Reduced 136,100 7,180 0.0% 0.01% 30 -154,800 -53.21% Q1 2026 May 14, 2026
Sloy Dahl & Holst, LLC History Reduced 133,438 7,040 0.97% 1.1% 31 -992 -0.74% Q1 2026 May 13, 2026
Creative Planning History Reduced 131,791 6,953 0.0% 0.01% 32 -4,199 -3.09% Q1 2026 May 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 129,027 6,807 0.08% 0.11% 33 +1,920 1.51% Q1 2026 May 11, 2026
Sequoia Financial Advisors, LLC History Added to 127,176 6,709 0.04% 0.05% 34 +8,231 6.92% Q1 2026 Apr 30, 2026
Optiver Holding B.V. History Added to 125,863 6,640 0.0% 0.0% 35 +108,560 627.41% Q1 2026 May 15, 2026
SLT Holdings LLC History Added to 124,037 6,544 4.43% 5.4% 36 +1,262 1.03% Q1 2026 Apr 21, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 123,500 6,515 0.41% 0.56% 37 0 0.0% Q1 2026 May 15, 2026
Pasadena Private Wealth, LLC History Reduced 117,623 6,205 0.86% 1.11% 38 -1,643 -1.38% Q1 2026 Apr 22, 2026
IEQ CAPITAL, LLC History No change 117,106 6,178 0.03% 0.02% 39 0 0.0% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 115,300 6,012 0.01% 0.02% 40 -69,347 -37.56% Q1 2026 Apr 08, 2026
Fielder Capital Group LLC History Reduced 111,292 5,871 1.28% 1.64% 41 -1,468 -1.3% Q1 2026 May 12, 2026
Once Capital Management, LLC History No change 107,700 5,682 1.52% 1.51% 42 0 0.0% Q1 2026 May 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 107,079 5,649 0.02% 0.02% 43 -250 -0.23% Q1 2026 May 08, 2026
Qube Research & Technologies Ltd History New 106,452 5,616 0.01% 44 +106,452 New Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 105,842 5,584 0.02% 0.03% 45 +5,105 5.07% Q1 2026 Apr 30, 2026
Birch Hill Investment Advisors LLC History No change 102,850 5,426 0.24% 0.29% 46 0 0.0% Q1 2026 Apr 29, 2026
Citrine Capital LLC History No change 101,811 5,371 2.33% 3.23% 47 0 0.0% Q1 2026 Apr 21, 2026
ICONIQ Capital, LLC History No change 101,575 5,359 0.12% 0.1% 48 0 0.0% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 100,000 5,276 0.0% 0.0% 49 0 0.0% Q1 2026 May 15, 2026
Red Door Wealth Management, LLC History Reduced 95,610 5,044 0.52% 0.68% 50 -80 -0.08% Q1 2026 Apr 22, 2026
Larson Financial Group LLC History Reduced 90,982 4,800 0.15% 0.21% 51 -1,174 -1.27% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 86,496 4,563 0.0% 0.0% 52 -6,945 -7.43% Q1 2026 May 15, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 84,556 4,461 0.36% 0.48% 53 -696 -0.82% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 64,428 4,404 0.08% 0.08% 54 0 0.0% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 83,310 4,395 0.0% 0.0% 55 -4,213 -4.81% Q1 2026 May 14, 2026
Claro Advisors Inc. History Reduced 82,845 4,370 0.53% 0.84% 56 -7,345 -8.14% Q1 2026 Apr 21, 2026
OSAIC HOLDINGS, INC. History Reduced 81,188 4,283 0.01% 0.01% 57 -968 -1.18% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Added to 78,172 4,124 0.05% 0.07% 58 +1,765 2.31% Q1 2026 May 15, 2026
Van Hulzen Asset Management, LLC History Reduced 77,634 4,095 0.3% 0.39% 59 -300 -0.38% Q1 2026 May 14, 2026
Intellectus Partners, LLC History Added to 76,470 4,034 0.82% 1.01% 60 +204 0.27% Q1 2026 Apr 10, 2026
SCS Capital Management LLC History Reduced 75,857 4,002 0.04% 0.06% 61 -100 -0.13% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 73,732 3,890 0.01% 0.01% 62 +1,148 1.58% Q1 2026 May 15, 2026
Haven Private, LLC History Reduced 73,162 3,860 1.68% 2.2% 63 -275 -0.37% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 72,634 3,853 0.04% 0.05% 64 +564 0.78% Q1 2026 Apr 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 72,383 3,818 0.0% 0.0% 65 +2,815 4.05% Q1 2026 May 04, 2026
Variant Private Wealth, LLC History Reduced 71,640 3,779 4.58% 5.09% 66 -26 -0.04% Q1 2026 May 15, 2026
Guild Investment Management, Inc. History Added to 67,640 3,568 2.55% 3.41% 67 +315 0.47% Q1 2026 Apr 20, 2026
NorthCoast Asset Management LLC History Added to 64,322 3,393 0.08% 0.1% 68 +100 0.16% Q1 2026 May 13, 2026
Keystone Financial Group History Added to 57,942 3,369 0.23% 0.28% 69 +1,630 2.89% Q1 2026 May 13, 2026
MONECO ADVISORS, LLC History Reduced 63,342 3,341 0.26% 0.35% 70 -929 -1.45% Q1 2026 May 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 60,950 3,215 0.01% 0.01% 71 -59,150 -49.25% Q1 2026 May 14, 2026
NewEdge Wealth, LLC History Reduced 60,452 3,189 0.04% 0.05% 72 -403 -0.66% Q1 2026 May 13, 2026
Pekin Hardy Strauss, Inc. History Reduced 56,924 3,003 0.31% 0.37% 73 -1,495 -2.56% Q1 2026 May 06, 2026
Smithfield Trust Co History No change 56,195 2,965 0.13% 0.17% 74 0 0.0% Q1 2026 May 08, 2026
SELDON CAPITAL LP History Reduced 56,100 2,959 1.09% 1.52% 75 -8,107 -12.63% Q1 2026 May 15, 2026
Legacy Wealth Asset Management, LLC History Reduced 55,460 2,926 0.71% 0.95% 76 -849 -1.51% Q1 2026 Apr 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 52,348 2,761 0.06% 0.08% 77 -1,581 -2.93% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 52,298 2,759 0.03% 0.05% 78 -2,710 -4.93% Q1 2026 Apr 20, 2026
NTV ASSET MANAGEMENT LLC History Reduced 51,294 2,706 0.3% 0.38% 79 -1,191 -2.27% Q1 2026 Apr 28, 2026
Convergence Financial, LLC History Reduced 51,267 2,704 0.29% 0.51% 80 -193 -0.38% Q1 2026 May 11, 2026
Verde Capital Management History Reduced 50,734 2,676 0.57% 0.75% 81 -588 -1.15% Q1 2026 Apr 17, 2026
BROWN ADVISORY INC History Reduced 50,416 2,659 0.0% 0.0% 82 -1,200 -2.32% Q1 2026 May 15, 2026
Ridgepath Capital Management LLC History New 50,324 2,655 1.32% 83 +50,324 New Q1 2026 May 07, 2026
Interchange Capital Partners, LLC History Added to 40,493 2,591 0.82% 0.42% 84 +7,311 22.03% Q1 2026 Apr 23, 2026
Walleye Trading LLC History Added to 48,458 2,556 0.0% 0.0% 85 +2,558 5.57% Q1 2026 May 08, 2026
SMITH, MOORE & CO. History Added to 48,061 2,535 0.18% 0.06% 86 +36,845 328.5% Q1 2026 May 05, 2026
Bleakley Financial Group, LLC History Reduced 47,819 2,522 0.04% 0.07% 87 -7,544 -13.63% Q1 2026 May 04, 2026
Merit Financial Group, LLC History Reduced 47,306 2,495 0.02% 0.03% 88 -112 -0.24% Q1 2026 Apr 15, 2026
Cerity Partners LLC History Reduced 46,244 2,442 0.0% 0.01% 89 -16,547 -26.35% Q1 2026 May 15, 2026
Prosperity Wealth Management, Inc. History No change 35,492 2,426 0.81% 0.81% 90 0 0.0% Q4 2025 Mar 27, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 45,618 2,406 0.55% 0.81% 91 -4,227 -8.48% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 45,451 2,397 0.0% 0.0% 92 -2,162 -4.54% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Added to 44,751 2,361 0.02% 0.02% 93 +2,356 5.56% Q1 2026 May 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 43,723 2,306 0.0% 0.0% 94 -3,140 -6.7% Q1 2026 May 08, 2026
EFG International AG History Reduced 43,550 2,297 0.05% 0.06% 95 -1,500 -3.33% Q1 2026 May 15, 2026
WESCAP Management Group, Inc. History Reduced 43,321 2,285 0.45% 0.96% 96 -25,855 -37.38% Q1 2026 May 12, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 42,990 2,268 1.44% 2.02% 97 -686 -1.57% Q1 2026 Apr 27, 2026
FAGAN ASSOCIATES, INC. History Reduced 42,379 2,235 0.31% 0.39% 98 -674 -1.57% Q1 2026 May 04, 2026
HFG Wealth Management, LLC History Reduced 41,652 2,197 1.21% 1.62% 99 -1,368 -3.18% Q1 2026 Apr 22, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 39,596 2,089 0.0% 0.01% 100 +1,060 2.75% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 39,072 2,061 0.0% 0.0% 101 +38,972 38972.0% Q1 2026 May 01, 2026
Prosperity Financial Group, Inc. History Reduced 38,712 2,042 0.75% 0.96% 102 -343 -0.88% Q1 2026 May 13, 2026
Brookstone Capital Management History Reduced 38,378 2,024 0.02% 0.03% 103 -2,128 -5.25% Q1 2026 Apr 16, 2026
MGO ONE SEVEN LLC History Reduced 38,241 2,017 0.04% 0.05% 104 -1,055 -2.68% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 36,212 1,910 0.01% 0.01% 105 +13,666 60.61% Q1 2026 May 15, 2026
TigerOak Management, L.L.C. History Reduced 36,132 1,906 0.6% 0.76% 106 -300 -0.82% Q1 2026 Apr 21, 2026
Cyndeo Wealth Partners, LLC History Reduced 35,399 1,867 0.1% 0.14% 107 -2,340 -6.2% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 27,281 1,864 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History No change 35,115 1,852 0.02% 0.03% 109 0 0.0% Q1 2026 May 15, 2026
Sowell Financial Services LLC History Added to 34,524 1,821 0.07% 0.08% 110 +1,034 3.09% Q1 2026 Apr 20, 2026
Visionary Wealth Advisors History Reduced 33,902 1,788 0.08% 0.11% 111 -2,909 -7.9% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 33,832 1,784 0.01% 0.02% 112 +1,019 3.11% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 33,784 1,782 0.01% 0.02% 113 +9,954 41.77% Q1 2026 May 15, 2026
Compass Ion Advisors, LLC History No change 33,282 1,755 0.17% 0.22% 114 0 0.0% Q1 2026 Apr 13, 2026
WealthPlan Investment Management, LLC History Added to 33,079 1,745 0.1% 0.13% 115 +3,768 12.86% Q1 2026 Apr 29, 2026
Private Advisor Group, LLC History Reduced 32,167 1,697 0.01% 0.01% 116 -1,131 -3.4% Q1 2026 Apr 24, 2026
McKinley Carter Wealth Services, Inc. History No change 32,107 1,693 0.1% 0.12% 117 0 0.0% Q1 2026 Apr 20, 2026
PYA Waltman Capital, LLC History Reduced 31,882 1,682 0.47% 0.61% 118 -1,128 -3.42% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 31,851 1,680 0.01% 0.01% 119 -3,710 -10.43% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 31,137 1,642 0.0% 0.0% 120 +400 1.3% Q1 2026 Apr 27, 2026
Curi Capital, LLC History Reduced 31,088 1,640 0.03% 0.04% 121 -45 -0.14% Q1 2026 May 15, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 30,940 1,632 0.34% 0.43% 122 0 0.0% Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Reduced 29,620 1,562 0.12% 0.16% 123 -975 -3.19% Q1 2026 Apr 14, 2026
Pathstone Holdings, LLC History Reduced 29,439 1,553 0.01% 0.01% 124 -2,808 -8.71% Q1 2026 May 11, 2026
Aurora Private Wealth, Inc. History No change 22,401 1,531 1.09% 1.01% 125 0 0.0% Q1 2026 Apr 16, 2026
SPROTT INC. History Reduced 28,795 1,519 0.04% 0.08% 126 -6,643 -18.75% Q1 2026 May 08, 2026
FRANKLIN RESOURCES INC History New 28,564 1,507 0.0% 127 +28,564 New Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 28,182 1,486 0.0% 0.0% 128 -610 -2.12% Q1 2026 May 12, 2026
MAI Capital Management History Reduced 27,664 1,459 0.01% 0.01% 129 -362 -1.29% Q1 2026 May 15, 2026
QTR Family Wealth, LLC History New 25,060 1,448 0.6% 130 +25,060 New Q1 2026 Apr 15, 2026
CURA WEALTH ADVISORS, LLC History Reduced 27,290 1,439 0.64% 0.71% 131 -100 -0.37% Q1 2026 May 08, 2026
Canton Hathaway, LLC History No change 27,200 1,435 0.29% 0.36% 132 0 0.0% Q1 2026 Apr 24, 2026
Illumine Investment Management, LLC History Reduced 26,951 1,421 1.09% 1.35% 133 -134 -0.49% Q1 2026 May 04, 2026
Benson Wealth Management INC History Reduced 26,757 1,411 1.93% 2.23% 134 -2,515 -8.59% Q1 2026 May 12, 2026
Financial Engines Advisors L.L.C. History Reduced 26,500 1,398 0.0% 0.0% 135 -716 -2.63% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 25,861 1,390 0.0% 136 +25,861 New Q1 2026 May 12, 2026
Diligent Investors, LLC History Reduced 25,521 1,346 0.33% 0.46% 137 -1,900 -6.93% Q1 2026 Apr 15, 2026
Professional Financial Advisors, LLC History New 25,386 1,339 0.27% 138 +25,386 New Q1 2026 Apr 13, 2026
Integras Partners LLC History Added to 25,375 1,338 0.88% 1.02% 139 +6,920 37.5% Q1 2026 May 12, 2026
FORTEM FINANCIAL GROUP, LLC History No change 24,657 1,300 0.33% 0.45% 140 0 0.0% Q1 2026 Apr 16, 2026
TSFG, LLC History No change 24,592 1,297 0.2% 0.25% 141 0 0.0% Q1 2026 Apr 27, 2026
Pine Valley Investments Ltd Liability Co History No change 18,967 1,296 0.06% 0.06% 142 0 0.0% Q4 2025 Feb 13, 2026
Alamea Verwaltungs GmbH History No change 22,446 1,274 0.94% 1.01% 143 0 0.0% Q1 2026 May 11, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 24,048 1,268 0.1% 0.13% 144 0 0.0% Q1 2026 May 12, 2026
Abacus Planning Group, Inc. History No change 23,738 1,252 0.17% 0.22% 145 0 0.0% Q1 2026 Apr 07, 2026
White Knight Strategic Wealth Advisors, LLC History No change 23,579 1,244 1.05% 1.18% 146 0 0.0% Q1 2026 May 15, 2026
WEDBUSH SECURITIES INC History Added to 23,296 1,229 0.04% 0.05% 147 +290 1.26% Q1 2026 Apr 21, 2026
EPIQ PARTNERS, LLC History Reduced 23,145 1,221 0.57% 0.77% 148 -955 -3.96% Q1 2026 Apr 09, 2026
Pilgrim Partners Asia Pte Ltd History Added to 22,700 1,197 0.49% 0.47% 149 +8,200 56.55% Q1 2026 May 12, 2026
NWAM LLC History Added to 22,680 1,196 0.07% 0.09% 150 +4 0.02% Q1 2026 May 04, 2026
Jaffetilchin Investment Partners, LLC History Reduced 22,567 1,190 0.07% 0.09% 151 -69 -0.3% Q1 2026 May 13, 2026
Meridian Wealth Management, LLC History Reduced 22,470 1,185 0.04% 0.05% 152 -319 -1.4% Q1 2026 May 06, 2026
CHOREO, LLC History Reduced 22,330 1,178 0.01% 0.02% 153 -234 -1.04% Q1 2026 May 12, 2026
TRUE Private Wealth Advisors History Added to 22,151 1,168 0.11% 0.15% 154 +34 0.15% Q1 2026 May 15, 2026
CRA Financial Services, LLC History Reduced 22,056 1,163 0.15% 0.2% 155 -249 -1.12% Q1 2026 Apr 09, 2026
Financial Management Professionals, Inc. History Reduced 21,917 1,156 0.13% 0.16% 156 -500 -2.23% Q1 2026 Apr 15, 2026
Finer Wealth Management, Inc. History Reduced 21,771 1,148 0.58% 0.92% 157 -6,100 -21.89% Q1 2026 May 12, 2026
CMG Global Holdings, LLC History Added to 21,706 1,145 0.55% 0.11% 158 +17,514 417.8% Q1 2026 May 01, 2026
Proficio Capital Partners LLC History Reduced 21,682 1,143 0.06% 0.21% 159 -22,480 -50.9% Q1 2026 May 14, 2026
Quadcap Wealth Management, LLC History Reduced 21,653 1,142 0.13% 0.18% 160 -1,310 -5.7% Q1 2026 May 15, 2026
PHILADELPHIA TRUST CO History No change 21,620 1,141 0.08% 0.1% 161 0 0.0% Q1 2026 May 13, 2026
GROUP ONE TRADING LLC History Reduced 21,290 1,123 0.0% 0.0% 162 -10,758 -33.57% Q1 2026 May 13, 2026
Ethos Financial Group, LLC History No change 16,310 1,114 0.08% 0.08% 163 0 0.0% Q1 2026 May 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 20,871 1,101 0.03% 0.03% 164 -205 -0.97% Q1 2026 Apr 21, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Reduced 20,606 1,087 0.52% 1.83% 165 -39,611 -65.78% Q1 2026 Apr 15, 2026
Pallas Capital Advisors LLC History Reduced 20,605 1,087 0.04% 0.05% 166 -10 -0.05% Q1 2026 Apr 21, 2026
Integrated Advisors Network LLC History Reduced 20,322 1,072 0.06% 0.07% 167 -1,681 -7.64% Q1 2026 Apr 28, 2026
Aptus Capital Advisors, LLC History Added to 20,313 1,071 0.01% 0.01% 168 +6,355 45.53% Q1 2026 May 11, 2026
CWM, LLC History Added to 20,059 1,058 0.0% 0.0% 169 +3,860 23.83% Q1 2026 May 14, 2026
Pinnacle Financial Partners, Inc. History Reduced 19,999 1,055 0.01% 0.01% 170 -181 -0.9% Q1 2026 May 14, 2026
Spire Wealth Management History Reduced 19,882 1,048 0.04% 0.05% 172 -3,398 -14.6% Q1 2026 Apr 22, 2026
Evolution Wealth Advisors, LLC History No change 19,881 1,048 0.11% 0.14% 171 0 0.0% Q1 2026 May 08, 2026
SteelPeak Wealth, LLC History Added to 19,856 1,047 0.03% 0.04% 173 +1,792 9.92% Q1 2026 May 05, 2026
Jump Financial, LLC History New 19,570 1,032 0.01% 174 +19,570 New Q1 2026 May 14, 2026
Carnegie Investment Counsel History Reduced 19,451 1,026 0.02% 0.03% 175 -5,607 -22.38% Q1 2026 May 01, 2026
Upper Left Wealth Management, LLC History Reduced 19,261 1,016 0.6% 0.87% 176 -1,696 -8.09% Q1 2026 Apr 16, 2026
VestGen Advisors, LLC History Reduced 16,176 1,015 0.03% 0.05% 177 -222 -1.35% Q1 2026 May 14, 2026
Soltis Investment Advisors LLC History Reduced 19,199 1,012 0.06% 0.09% 178 -320 -1.64% Q1 2026 Apr 27, 2026
Almanack Investment Partners, LLC. History No change 19,086 1,006 0.17% 0.22% 179 0 0.0% Q1 2026 May 05, 2026
Ascentis Independent Advisors History Added to 18,887 996 0.08% 0.09% 180 +10,897 136.38% Q1 2026 Apr 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 18,877 995 0.01% 0.01% 181 -193 -1.01% Q1 2026 May 12, 2026
Joseph P. Lucia & Associates, LLC History Reduced 18,630 982 0.35% 0.51% 182 -1,896 -9.24% Q1 2026 May 14, 2026
OakTrust Wealth Advisors, LLC History No change 18,627 982 0.89% 1.17% 183 0 0.0% Q1 2026 Apr 23, 2026
HCR Wealth Advisors History Added to 18,379 969 0.1% 0.12% 184 +1,100 6.37% Q1 2026 Apr 21, 2026
Blue Trust, Inc. History No change 18,235 962 0.01% 0.01% 185 0 0.0% Q1 2026 Apr 20, 2026
Ballast Financial Advisors LLC History Reduced 17,761 937 0.96% 1.35% 186 -1,400 -7.31% Q1 2026 May 13, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 17,675 932 0.1% 0.13% 187 -1,334 -7.02% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 17,520 924 0.03% 0.01% 188 +6,515 59.2% Q1 2026 Apr 29, 2026
RWA WEALTH PARTNERS, LLC History No change 17,318 913 0.01% 0.01% 189 0 0.0% Q1 2026 May 13, 2026
Milestone Asset Management Group, LLC History No change 17,294 912 0.53% 0.67% 190 0 0.0% Q1 2026 May 14, 2026
Clearwater Capital Advisors, LLC History Added to 17,210 908 0.07% 0.06% 191 +7,437 76.1% Q1 2026 May 13, 2026
Prospera Financial Services Inc History Reduced 17,142 904 0.01% 0.02% 192 -48 -0.28% Q1 2026 Apr 14, 2026
Corient Private Wealth LLC History Reduced 42,350 903 0.0% 0.0% 193 -38,640 -47.71% Q1 2026 May 15, 2026
&PARTNERS History Added to 16,964 895 0.0% 0.01% 194 +275 1.65% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,647 878 0.02% 0.03% 195 +530 3.29% Q1 2026 Apr 29, 2026
Perigon Wealth Management, LLC History Reduced 16,522 871 0.02% 0.03% 196 -4,424 -21.12% Q1 2026 Apr 10, 2026
WCG Wealth Advisors LLC History Reduced 16,509 871 0.02% 0.03% 197 -20 -0.12% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 16,420 865 0.0% 0.0% 198 -2,024 -10.97% Q1 2026 May 15, 2026
SevenBridge Financial Group, LLC History No change 13,826 848 0.13% 0.15% 199 0 0.0% Q1 2026 Apr 23, 2026
Exit Wealth Advisors, LLC. History No change 15,706 828 0.43% 0.63% 200 0 0.0% Q1 2026 May 11, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 15,614 823 0.15% 0.17% 201 0 0.0% Q1 2026 Apr 29, 2026
ACT CAPITAL MANAGEMENT, LLC History Reduced 15,400 812 0.64% 1.9% 202 -19,000 -55.23% Q1 2026 May 08, 2026
Edge Financial Advisors LLC History No change 11,820 808 0.34% 0.34% 203 0 0.0% Q4 2025 Jan 28, 2026
NorthRock Partners, LLC History Added to 15,253 804 0.01% 0.02% 205 +100 0.66% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 13,105 804 0.02% 0.02% 204 +54 0.41% Q1 2026 May 04, 2026
REGIONS FINANCIAL CORP History No change 15,049 793 0.01% 0.01% 206 0 0.0% Q1 2026 May 05, 2026
Quadrant Private Wealth Management, LLC History Added to 14,847 783 0.12% 0.16% 207 +297 2.04% Q1 2026 May 06, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 14,770 779 0.09% 0.1% 208 +2,341 18.83% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 14,739 777 0.0% 0.01% 209 -6,390 -30.24% Q1 2026 May 05, 2026
Empower Advisory Group, LLC History Added to 14,682 774 0.0% 0.0% 210 +6,806 86.41% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 14,490 764 0.04% 0.05% 211 0 0.0% Q1 2026 May 07, 2026
Mills Wealth Advisors LLC History Reduced 14,134 745 0.26% 0.39% 212 -181 -1.26% Q1 2026 Apr 24, 2026
AE Wealth Management LLC History Reduced 14,068 742 0.0% 0.01% 213 -1,869 -11.73% Q1 2026 May 13, 2026
Curran Financial Partners, LLC History Reduced 14,069 742 0.13% 0.19% 214 -505 -3.47% Q1 2026 Apr 15, 2026
Embree Financial Group History Added to 14,017 739 0.09% 0.11% 215 +1,330 10.48% Q1 2026 Apr 23, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 13,997 738 0.02% 0.05% 216 -14,708 -51.24% Q1 2026 Apr 07, 2026
Private Capital Advisors, Inc. History New 13,998 738 0.08% 217 +13,998 New Q1 2026 May 12, 2026
Midwest Trust Co History Reduced 13,957 736 0.01% 0.01% 218 -797 -5.4% Q1 2026 May 01, 2026
Formidable Asset Management, LLC History Reduced 10,765 735 0.11% 0.16% 219 -1,275 -10.59% Q1 2026 Apr 22, 2026
Ameritas Advisory Services, LLC History Reduced 13,925 734 0.03% 0.04% 220 -415 -2.89% Q1 2026 May 12, 2026
Copia Wealth Management History Reduced 13,816 728 0.5% 0.75% 221 -1,476 -9.65% Q1 2026 May 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 13,727 724 0.01% 0.01% 222 +180 1.33% Q1 2026 May 01, 2026
Aries Wealth Management History No change 13,720 723 0.16% 0.21% 223 0 0.0% Q1 2026 May 14, 2026
Malaga Cove Capital, LLC History No change 13,659 720 0.26% 0.32% 224 0 0.0% Q1 2026 May 07, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 13,531 713 0.22% 0.28% 225 0 0.0% Q1 2026 Apr 20, 2026
Stratos Wealth Partners, LTD. History Reduced 13,476 710 0.01% 0.01% 226 -2,101 -13.49% Q1 2026 Apr 28, 2026
Fortis Capital Management LLC History Reduced 13,249 699 0.07% 0.12% 227 -462 -3.37% Q1 2026 May 11, 2026
Wealthcare Advisory Partners LLC History Reduced 13,244 698 0.01% 0.02% 228 -1,125 -7.83% Q1 2026 Apr 14, 2026
BlackRock, Inc. History No change 13,220 697 0.0% 0.0% 229 0 0.0% Q1 2026 May 13, 2026
NavPoint Financial, Inc. History No change 13,200 696 0.28% 0.39% 230 0 0.0% Q1 2026 Apr 24, 2026
Geneos Wealth Management Inc. History Reduced 13,107 691 0.02% 0.02% 231 -620 -4.52% Q1 2026 May 04, 2026
Maridea Wealth Management LLC History Reduced 12,939 682 0.1% 0.14% 232 -333 -2.51% Q1 2026 Apr 21, 2026
Wealth Alliance Advisory Group, LLC History No change 12,744 672 0.11% 0.15% 233 0 0.0% Q1 2026 Apr 09, 2026
Plancorp, LLC History No change 11,726 668 0.02% 0.02% 234 0 0.0% Q1 2026 Apr 14, 2026
Aspen Grove Capital, LLC History No change 12,655 667 0.13% 0.15% 235 0 0.0% Q1 2026 May 14, 2026
HEADINVEST, LLC History Reduced 12,500 659 0.14% 0.34% 236 -12,500 -50.0% Q1 2026 May 15, 2026
National Philanthropic Trust History Reduced 12,389 653 0.01% 0.01% 237 -500 -3.88% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 12,365 652 0.02% 0.04% 238 -1,857 -13.06% Q1 2026 May 11, 2026
Equitable Holdings, Inc. History Added to 9,455 646 0.0% 0.0% 239 +1,435 17.89% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 12,175 642 0.01% 0.01% 240 +1,000 8.95% Q1 2026 May 06, 2026
Runnymede Capital Advisors, Inc. History New 12,120 639 0.55% 241 +12,120 New Q1 2026 Apr 13, 2026
Concurrent Investment Advisors, LLC History Added to 11,819 623 0.01% 0.01% 242 +4,754 67.29% Q1 2026 Apr 20, 2026
Fund Advisors of America Inc/FL History Reduced 11,800 622 0.63% 0.76% 243 -360 -2.96% Q1 2026 May 13, 2026
Independent Advisor Alliance History Reduced 11,777 621 0.01% 0.02% 244 -74 -0.62% Q1 2026 May 12, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 11,750 619 0.11% 0.15% 245 -1,500 -11.32% Q1 2026 Apr 24, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 11,600 612 0.02% 0.03% 246 0 0.0% Q1 2026 Apr 14, 2026
Berger Financial Group, Inc History Reduced 11,583 611 0.03% 0.05% 247 -342 -2.87% Q1 2026 Apr 28, 2026
EP Wealth Advisors, LLC History Added to 11,417 602 0.0% 0.0% 248 +2,197 23.83% Q1 2026 May 14, 2026
Essex Financial Services, Inc. History No change 11,319 597 0.03% 0.04% 249 0 0.0% Q1 2026 Apr 24, 2026
DIVERSIFIED MANAGEMENT INC History No change 11,193 590 0.1% 0.18% 250 0 0.0% Q1 2026 Apr 09, 2026
Hartmann Taylor Wealth Management, LLC History Reduced 11,155 588 0.39% 0.62% 251 -2,300 -17.09% Q1 2026 Apr 22, 2026
Western Wealth Management, LLC History Reduced 11,093 585 0.02% 0.04% 252 -1,227 -9.96% Q1 2026 May 19, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 11,045 582 0.05% 0.07% 253 -1,694 -13.3% Q1 2026 May 13, 2026
Modern Wealth Management, LLC History Reduced 10,986 582 0.01% 0.01% 254 -239 -2.13% Q1 2026 May 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 10,894 574 0.04% 0.07% 255 0 0.0% Q1 2026 May 07, 2026
CreativeOne Wealth, LLC History Reduced 10,833 571 0.01% 0.02% 256 -2,165 -16.66% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 10,796 569 0.01% 0.01% 257 -665 -5.8% Q1 2026 Apr 21, 2026
Galaxy Group Investments LLC History No change 8,335 569 0.07% 0.07% 258 0 0.0% Q4 2025 Mar 23, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,697 564 0.0% 0.0% 259 -3,242 -23.26% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History No change 10,910 564 0.02% 0.03% 260 0 0.0% Q1 2026 May 15, 2026
MATAURO, LLC History Reduced 10,665 562 0.08% 0.18% 261 -7,132 -40.07% Q1 2026 Apr 22, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 10,585 558 0.24% 0.45% 262 -4,910 -31.69% Q1 2026 May 01, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 10,410 549 0.01% 0.01% 263 -600 -5.45% Q1 2026 May 15, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 10,249 540 0.27% 0.36% 264 -40 -0.39% Q1 2026 Apr 16, 2026
Chevy Chase Trust Holdings, LLC History No change 10,182 537 0.0% 0.0% 265 0 0.0% Q1 2026 May 15, 2026
Keystone Global Partners, LLC History No change 10,147 535 0.24% 0.3% 266 0 0.0% Q1 2026 Apr 24, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 10,116 533 0.43% 0.55% 267 0 0.0% Q1 2026 Apr 16, 2026
Tidal Investments LLC History New 10,270 532 0.0% 268 +10,270 New Q1 2026 May 15, 2026
New Republic Capital, LLC History No change 10,040 529 0.18% 0.18% 269 0 0.0% Q1 2026 May 01, 2026
ZEGA Investments, LLC History Added to 10,000 527 0.06% 0.04% 271 +5,000 100.0% Q1 2026 May 08, 2026
Oxbow Advisors, LLC History No change 10,000 527 0.04% 0.06% 270 0 0.0% Q1 2026 Apr 27, 2026
Sage Investment Advisers LLC History Reduced 9,900 525 0.39% 0.54% 272 -600 -5.71% Q1 2026 Apr 10, 2026
SJS Investment Consulting Inc. History Reduced 9,946 524 0.06% 0.24% 273 -17,632 -63.94% Q1 2026 Apr 23, 2026
Apella Capital, LLC History New 8,681 523 0.01% 275 +8,681 New Q1 2026 Apr 20, 2026
SIGNATUREFD, LLC History No change 9,922 523 0.01% 0.01% 274 0 0.0% Q1 2026 Apr 07, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 9,784 516 0.01% 0.01% 276 -1,004 -9.31% Q1 2026 Apr 20, 2026
Wilmington Savings Fund Society, FSB History Reduced 9,750 514 0.01% 0.02% 277 -120 -1.22% Q1 2026 Apr 30, 2026
Dynamic Advisor Solutions LLC History Added to 9,758 514 0.02% 0.02% 278 +43 0.44% Q1 2026 Apr 08, 2026
Montz Harcus Wealth Management LLC History No change 9,741 513 0.21% 0.27% 279 0 0.0% Q1 2026 Apr 29, 2026
Prime Capital Investment Advisors, LLC History Reduced 9,713 512 0.01% 0.01% 280 -3,150 -24.49% Q1 2026 May 08, 2026
Mesirow Financial Investment Management, Inc. History Added to 9,669 510 0.01% 0.01% 281 +3,523 57.32% Q1 2026 Apr 21, 2026
BRAVE ASSET MANAGEMENT INC History Added to 9,561 504 0.12% 0.07% 282 +5,287 123.7% Q1 2026 Apr 17, 2026
United Advisor Group, LLC History Added to 9,530 502 0.06% 0.08% 283 +14 0.15% Q1 2026 Apr 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 9,485 500 0.02% 0.03% 284 +360 3.95% Q1 2026 May 18, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 9,421 497 0.07% 0.1% 285 -702 -6.93% Q1 2026 Apr 13, 2026
Insight Advisors, LLC/ PA History Reduced 9,408 496 0.09% 0.1% 286 -10 -0.11% Q1 2026 May 11, 2026
Global Assets Advisory, LLC History Reduced 9,371 494 0.14% 0.19% 287 -288 -2.98% Q1 2026 May 01, 2026
Secure Asset Management, LLC History Reduced 9,333 492 0.08% 0.1% 288 -257 -2.68% Q1 2026 Apr 09, 2026
HBK Sorce Advisory LLC History Reduced 7,890 491 0.01% 0.01% 289 -694 -8.08% Q1 2026 May 11, 2026
Traynor Capital Management, Inc. History Reduced 9,474 490 0.03% 0.04% 290 -343 -3.49% Q1 2026 May 14, 2026
Spartan Wealth Advisory Services LLC History New 9,243 487 0.04% 291 +9,243 New Q1 2026 May 06, 2026
Quantinno Capital Management LP History Added to 9,168 483 0.0% 0.0% 292 +617 7.22% Q1 2026 May 15, 2026
Belpointe Asset Management LLC History Reduced 9,143 482 0.02% 0.02% 293 -594 -6.1% Q1 2026 Apr 28, 2026
SeaCrest Wealth Management, LLC History Reduced 9,121 481 0.05% 0.14% 294 -10,214 -52.83% Q1 2026 Apr 15, 2026
Bison Wealth, LLC History No change 7,740 478 0.05% 0.05% 295 0 0.0% Q1 2026 May 15, 2026
DOLIVER ADVISORS, LP History Reduced 8,944 471 0.11% 0.16% 296 -199 -2.18% Q1 2026 Apr 08, 2026
AssuredPartners Investment Advisors, LLC History Added to 8,665 470 0.05% 0.09% 297 +105 1.23% Q1 2026 Apr 10, 2026
HUB Investment Partners, LLC History Reduced 8,852 467 0.01% 0.03% 298 -7,395 -45.52% Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 8,805 464 0.01% 299 +8,805 New Q1 2026 May 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 8,773 462 0.01% 0.01% 300 0 0.0% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 8,730 460 0.02% 0.04% 301 -2,441 -21.85% Q1 2026 Apr 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 8,549 451 0.0% 0.0% 302 -47 -0.55% Q1 2026 May 01, 2026
Horrell Capital Management, Inc. History No change 8,567 451 0.21% 0.26% 303 0 0.0% Q1 2026 Apr 30, 2026
Kathmere Capital Management, LLC History No change 8,539 450 0.03% 0.04% 304 0 0.0% Q1 2026 Apr 28, 2026
MADDEN SECURITIES Corp History Reduced 8,385 442 0.13% 0.18% 305 -200 -2.33% Q1 2026 May 05, 2026
Galaxy Digital Inc. History New 8,335 439 0.04% 307 +8,335 New Q1 2026 May 14, 2026
Rathbones Group PLC History No change 8,330 439 0.0% 0.0% 306 0 0.0% Q1 2026 May 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 8,297 437 0.09% 0.12% 308 +13 0.16% Q1 2026 May 15, 2026
Taylor & Morgan Wealth Management, LLC History No change 8,274 436 0.25% 0.32% 309 0 0.0% Q1 2026 Apr 09, 2026
Kovack Advisors, Inc. History Reduced 8,227 434 0.02% 0.03% 310 -294 -3.45% Q1 2026 May 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,225 433 0.01% 0.01% 311 0 0.0% Q1 2026 May 14, 2026
Catalina Capital Group, LLC History No change 8,225 433 0.26% 0.34% 312 0 0.0% Q1 2026 Apr 23, 2026
Summit Financial, LLC History Reduced 8,196 432 0.01% 0.01% 313 -37 -0.45% Q1 2026 May 15, 2026
Savant Capital, LLC History Added to 8,037 424 0.0% 0.0% 314 +228 2.92% Q1 2026 May 04, 2026
Revolve Wealth Partners, LLC History Added to 7,993 421 0.05% 0.06% 315 +351 4.59% Q1 2026 Apr 10, 2026
Leo Wealth, LLC History Added to 7,916 417 0.03% 0.03% 316 +884 12.57% Q1 2026 May 05, 2026
Dakota Wealth Management History Reduced 7,862 414 0.01% 0.01% 318 -4,060 -34.05% Q1 2026 May 07, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 7,857 414 0.08% 0.11% 317 -285 -3.5% Q1 2026 May 15, 2026
Westmount Partners, LLC History Reduced 7,820 412 0.1% 0.17% 319 -1,866 -19.26% Q1 2026 Apr 16, 2026
Cypress Wealth Services, LLC History Reduced 7,762 409 0.06% 0.07% 321 -150 -1.9% Q1 2026 Apr 15, 2026
Cannell & Spears LLC History No change 7,765 409 0.01% 0.01% 320 0 0.0% Q1 2026 May 15, 2026
Williams Jones Wealth Management, LLC. History No change 7,705 406 0.0% 0.01% 322 0 0.0% Q1 2026 May 05, 2026
VISTA FINANCE, LLC History Reduced 7,632 402 0.32% 0.53% 323 -4,161 -35.28% Q1 2026 May 04, 2026
MRP Capital Investments, LLC History Reduced 7,590 400 0.35% 0.44% 324 -65 -0.85% Q1 2026 May 14, 2026
World Investment Advisors History Reduced 7,478 394 0.01% 0.01% 325 -415 -5.26% Q1 2026 Apr 27, 2026
National Wealth Management Group, LLC History New 7,459 393 0.15% 326 +7,459 New Q1 2026 May 11, 2026
Verity Asset Management, Inc. History Added to 7,267 383 0.16% 0.21% 327 +185 2.61% Q1 2026 Apr 21, 2026
EverSource Wealth Advisors, LLC History Added to 7,224 381 0.01% 0.0% 328 +6,180 591.95% Q1 2026 May 15, 2026
Mutual Advisors, LLC History Reduced 7,205 380 0.01% 0.01% 329 -100 -1.37% Q1 2026 May 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 7,155 377 0.14% 0.23% 330 -1,543 -17.74% Q1 2026 Apr 17, 2026
Fort Point Capital Partners LLC History Reduced 7,156 377 0.05% 0.06% 331 -519 -6.76% Q1 2026 May 14, 2026
Pettinga Financial Advisors LLC History Reduced 7,074 373 0.07% 0.09% 332 -5 -0.07% Q1 2026 Apr 13, 2026
Quent Capital, LLC History No change 7,151 371 0.03% 0.04% 333 0 0.0% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Reduced 6,970 367 0.01% 0.01% 334 -81 -1.15% Q1 2026 May 15, 2026
International Private Wealth Advisors LLC History No change 6,950 366 0.22% 0.3% 335 0 0.0% Q1 2026 Apr 21, 2026
Arax Advisory Partners History Reduced 6,923 365 0.01% 0.02% 336 -2,231 -24.37% Q1 2026 May 13, 2026
Csenge Advisory Group History Reduced 6,930 365 0.02% 0.02% 337 -780 -10.12% Q1 2026 Apr 30, 2026
LEIGH BALDWIN & CO., LLC History Added to 6,869 362 0.23% 0.28% 338 +630 10.1% Q1 2026 May 20, 2026
RVW Wealth, LLC History No change 6,872 362 0.03% 0.04% 339 0 0.0% Q1 2026 Apr 08, 2026
Atria Investments, Inc History New 6,847 361 0.0% 340 +6,847 New Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,823 359 0.0% 0.0% 341 0 0.0% Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History Reduced 6,788 358 0.0% 0.0% 342 -1,482 -17.92% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 6,743 355 0.0% 0.01% 345 -20,167 -74.94% Q1 2026 May 08, 2026
Kingsview Wealth Management, LLC History Reduced 6,732 355 0.0% 0.01% 346 -1,575 -18.96% Q1 2026 May 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 6,746 355 0.02% 0.02% 347 +1,101 19.5% Q1 2026 Apr 09, 2026
SCOTIA CAPITAL INC. History Reduced 6,745 355 0.0% 0.0% 343 -601 -8.18% Q1 2026 May 13, 2026
Capital Investment Advisory Services, LLC History No change 6,731 355 0.03% 0.03% 344 0 0.0% Q1 2026 May 05, 2026
Strategic Wealth Partners, Ltd. History Reduced 6,710 354 0.02% 0.04% 348 -1,124 -14.35% Q1 2026 May 12, 2026
Fisher Asset Management, LLC History New 6,685 352 0.0% 351 +6,685 New Q1 2026 May 05, 2026
Gateway Wealth Partners, LLC History Added to 6,680 352 0.01% 0.03% 350 +3,340 100.0% Q1 2026 May 15, 2026
Avior Wealth Management, LLC History Reduced 6,677 352 0.01% 0.02% 349 -1,268 -15.96% Q1 2026 Apr 09, 2026
Valeo Financial Advisors, LLC History Reduced 6,666 351 0.01% 0.01% 352 -1,210 -15.36% Q1 2026 May 08, 2026
CHANNEL WEALTH LLC History Added to 6,648 350 0.08% 0.11% 354 +100 1.53% Q1 2026 May 11, 2026
Foundation Wealth Management, LLC History No change 6,647 350 0.24% 0.3% 353 0 0.0% Q1 2026 May 04, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 6,083 347 0.15% 0.2% 355 -304 -4.76% Q1 2026 Apr 15, 2026
NCM Capital Management, LLC History Reduced 6,523 344 0.12% 0.17% 356 -300 -4.4% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 6,536 344 0.02% 0.03% 357 +270 4.31% Q1 2026 Apr 16, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 6,485 342 0.02% 0.02% 358 +750 13.08% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Reduced 6,455 340 0.01% 0.01% 359 -1,222 -15.92% Q1 2026 Apr 13, 2026
Stephenson & Company, Inc. History No change 6,400 337 0.18% 0.24% 360 0 0.0% Q1 2026 May 12, 2026
Riverview Capital Advisers, LLC History No change 6,373 336 0.11% 0.13% 361 0 0.0% Q1 2026 May 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 6,350 335 0.02% 0.02% 362 -1,215 -16.06% Q1 2026 Apr 29, 2026
Parallel Advisors, LLC History Reduced 6,331 334 0.01% 0.01% 364 -200 -3.06% Q1 2026 May 07, 2026
Schonfeld Strategic Advisors LLC History No change 6,348 334 0.0% 0.0% 363 0 0.0% Q1 2026 May 15, 2026
Sharper & Granite LLC History No change 6,330 333 0.11% 0.15% 365 0 0.0% Q1 2026 Apr 08, 2026
Heritage Family Offices, LLP History No change 6,325 333 0.15% 0.2% 366 0 0.0% Q1 2026 Apr 08, 2026
SAPIENT CAPITAL LLC History Reduced 6,250 329 0.0% 0.02% 368 -18,237 -74.48% Q1 2026 Apr 08, 2026
Evercore Wealth Management, LLC History No change 6,250 329 0.01% 0.01% 367 0 0.0% Q1 2026 May 15, 2026
Northern Lights Advisors, Inc. History No change 6,240 329 0.22% 0.29% 369 0 0.0% Q1 2026 Apr 21, 2026
Koshinski Asset Management, Inc. History Reduced 6,230 328 0.02% 0.03% 370 -115 -1.81% Q1 2026 Apr 27, 2026
Strategies Wealth Advisors, LLC History No change 6,205 327 0.03% 0.04% 371 0 0.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History No change 6,170 325 0.13% 0.18% 372 0 0.0% Q1 2026 Apr 29, 2026
MCGUIRE CAPITAL ADVISORS INC History Added to 6,140 323 0.21% 0.26% 374 +249 4.23% Q1 2026 May 14, 2026
Americana Partners, LLC History No change 6,124 323 0.01% 0.01% 373 0 0.0% Q1 2026 May 12, 2026
ROMAN BUTLER FULLERTON & CO History Added to 5,802 322 0.09% 0.1% 375 +351 6.44% Q1 2026 Apr 30, 2026
Trevian Wealth Management LLC History No change 6,115 322 0.16% 0.2% 376 0 0.0% Q1 2026 Apr 21, 2026
Greenline Wealth Management LLC History No change 6,113 322 0.37% 0.43% 377 0 0.0% Q1 2026 May 14, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,165 318 0.02% 0.1% 378 -26,873 -81.34% Q1 2026 Apr 24, 2026
Summit Trail Advisors, LLC History New 6,004 316 0.0% 381 +6,004 New Q1 2026 May 12, 2026
BESSEMER GROUP INC History Added to 5,986 316 0.0% 0.0% 380 +1,150 23.78% Q1 2026 May 06, 2026
FMR LLC History Added to 6,004 316 0.0% 0.0% 379 +305 5.35% Q1 2026 May 15, 2026
PUREfi Wealth, LLC History Added to 5,944 313 0.21% 0.16% 383 +2,900 95.27% Q1 2026 Apr 28, 2026
SouthState Bank Corp History No change 5,945 313 0.01% 0.02% 382 0 0.0% Q1 2026 May 05, 2026
Composition Wealth, LLC History Reduced 5,916 312 0.0% 0.01% 384 -726 -10.93% Q1 2026 Apr 08, 2026
Garde Capital, Inc. History Reduced 5,912 311 0.02% 0.04% 385 -3,225 -35.3% Q1 2026 Apr 28, 2026
Bulltick Wealth Management, LLC History Reduced 5,828 307 0.07% 0.09% 386 -571 -8.92% Q1 2026 Apr 27, 2026
Compagnie Lombard Odier SCmA History Reduced 5,800 306 0.0% 0.0% 387 -250 -4.13% Q1 2026 Apr 15, 2026
Magnus Financial Group LLC History Added to 5,771 304 0.02% 0.03% 388 +319 5.85% Q1 2026 Apr 10, 2026
StoneX Group Inc. History Added to 5,745 302 0.02% 0.02% 389 +512 9.78% Q1 2026 May 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 5,714 301 0.04% 0.02% 392 +2,670 87.71% Q1 2026 May 05, 2026
AlphaCore Capital LLC History Reduced 5,716 301 0.01% 0.01% 391 -1,726 -23.19% Q1 2026 May 15, 2026
IPG Investment Advisors LLC History Added to 5,720 301 0.05% 0.05% 390 +1,332 30.36% Q1 2026 May 12, 2026
Narus Financial Partners, LLC History Added to 5,630 297 0.08% 0.1% 393 +62 1.11% Q1 2026 Apr 21, 2026
GRANVILLE CAPITAL, INC. History Reduced 5,612 296 0.15% 0.22% 394 -388 -6.47% Q1 2026 May 11, 2026
Brookwood Investment Group LLC History Reduced 5,605 295 0.04% 0.05% 395 -144 -2.5% Q1 2026 May 04, 2026
OneAscent Financial Services LLC History New 5,565 293 0.02% 396 +5,565 New Q1 2026 Apr 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 5,518 291 0.02% 0.06% 398 -6,115 -52.57% Q1 2026 May 12, 2026
Beaird Harris Wealth Management, LLC History Reduced 5,523 291 0.02% 0.04% 397 -2,338 -29.74% Q1 2026 May 14, 2026
Ransom Advisory, Ltd History No change 4,250 290 0.11% 0.11% 399 0 0.0% Q4 2025 Jan 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 5,460 289 0.02% 0.02% 400 +160 3.02% Q1 2026 May 01, 2026
Clear Creek Financial Management, LLC History Added to 5,464 288 0.02% 0.03% 402 +206 3.92% Q1 2026 Apr 22, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 5,478 288 0.01% 0.01% 401 +21 0.38% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Reduced 5,444 287 0.0% 0.0% 404 -165 -2.94% Q1 2026 May 14, 2026
CARRET ASSET MANAGEMENT, LLC History No change 5,451 287 0.03% 0.04% 403 0 0.0% Q1 2026 May 15, 2026
Destiny Wealth Partners, LLC History Reduced 5,356 282 0.03% 0.05% 405 -500 -8.54% Q1 2026 May 11, 2026
Gladstone Institutional Advisory LLC History New 5,337 281 0.01% 406 +5,337 New Q1 2026 May 14, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 5,293 279 0.13% 0.22% 407 -1,431 -21.28% Q1 2026 May 12, 2026
Verdence Capital Advisors LLC History Reduced 5,209 274 0.02% 0.03% 409 -2,315 -30.77% Q1 2026 Apr 30, 2026
SNS Financial Group, LLC History Added to 5,210 274 0.02% 0.03% 408 +94 1.84% Q1 2026 Apr 14, 2026
Safeguard Investment Advisory Group, LLC History Reduced 5,176 273 0.08% 0.09% 411 -14 -0.27% Q1 2026 May 14, 2026
HOWE & RUSLING INC History No change 5,176 273 0.02% 0.02% 410 0 0.0% Q1 2026 Apr 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,159 272 0.0% 0.0% 412 +1,925 59.52% Q1 2026 May 07, 2026
Advisor OS, LLC History Added to 5,151 271 0.02% 0.02% 413 +2,086 68.06% Q1 2026 May 07, 2026
Affinity Capital Advisors, LLC History No change 5,125 270 0.04% 0.05% 414 0 0.0% Q1 2026 Apr 13, 2026
Triad Wealth Partners, LLC History Reduced 5,091 268 0.02% 0.03% 415 -285 -5.3% Q1 2026 Apr 16, 2026
RED REEF ADVISORS LLC History Reduced 5,073 267 0.28% 0.38% 416 -417 -7.6% Q1 2026 May 12, 2026
Silicon Valley Capital Partners History Reduced 5,050 266 0.03% 0.05% 417 -3,450 -40.59% Q1 2026 May 19, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 5,050 266 0.16% 0.22% 418 0 0.0% Q1 2026 Apr 22, 2026
Arkadios Wealth Advisors History Reduced 5,026 265 0.0% 0.01% 419 -335 -6.25% Q1 2026 May 18, 2026
Snowden Capital Advisors LLC History Added to 5,035 265 0.01% 0.01% 420 +250 5.22% Q1 2026 May 14, 2026
Ausdal Financial Partners, Inc. History Reduced 5,008 264 0.01% 0.02% 421 -28 -0.56% Q1 2026 May 12, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 5,000 263 0.08% 0.1% 422 0 0.0% Q1 2026 May 13, 2026
TD Waterhouse Canada Inc. History No change 4,962 262 0.0% 0.0% 423 0 0.0% Q1 2026 May 12, 2026
Icon Wealth Advisors, LLC History Added to 4,446 260 0.02% 0.02% 424 +400 9.89% Q1 2026 May 12, 2026
SageView Advisory Group, LLC History No change 3,802 259 0.01% 0.01% 425 0 0.0% Q4 2025 Feb 17, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,072 254 0.1% 0.13% 427 -48 -0.94% Q1 2026 May 08, 2026
Argent Trust Co History No change 4,831 254 0.01% 0.01% 426 0 0.0% Q1 2026 May 13, 2026
EQUITABLE TRUST CO History No change 4,809 253 0.01% 0.01% 428 0 0.0% Q1 2026 Apr 30, 2026
Harvest Investment Services, LLC History Reduced 4,794 252 0.05% 0.08% 429 -1,051 -17.98% Q1 2026 May 14, 2026
Private Advisory Group LLC History Reduced 4,743 250 0.02% 0.03% 430 -70 -1.45% Q1 2026 May 08, 2026
Impact Partnership Wealth, LLC History No change 4,756 250 0.03% 0.04% 431 0 0.0% Q1 2026 Apr 23, 2026
HBW ADVISORY SERVICES LLC History Reduced 4,717 248 0.03% 0.04% 432 -1,017 -17.74% Q1 2026 May 04, 2026
Wealth Analytics Partners, LLC History No change 4,710 248 0.1% 0.13% 433 0 0.0% Q1 2026 May 15, 2026
CERTUITY, LLC History No change 4,695 247 0.02% 0.02% 434 0 0.0% Q1 2026 May 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 4,675 246 0.01% 0.02% 435 -3,125 -40.06% Q1 2026 May 12, 2026
Sterling Investment Counsel, LLC History No change 4,665 246 0.07% 0.09% 436 0 0.0% Q1 2026 Apr 16, 2026
Joel Isaacson & Co., LLC History No change 4,608 243 0.01% 0.01% 437 0 0.0% Q1 2026 Apr 22, 2026
Mill Creek Capital Advisors, LLC History No change 4,588 242 0.0% 0.01% 438 0 0.0% Q1 2026 May 14, 2026
PlanVest Financial, Inc History New 4,583 241 0.18% 440 +4,583 New Q1 2026 May 14, 2026
Allworth Financial LP History Reduced 4,581 241 0.0% 0.0% 439 -55 -1.19% Q1 2026 May 14, 2026
Genesis Financial Group, LLC History No change 4,550 240 0.15% 0.18% 441 0 0.0% Q1 2026 May 18, 2026
Lifeworks Advisors, LLC History Reduced 4,546 239 0.03% 0.05% 443 -1,008 -18.15% Q1 2026 May 04, 2026
COFG Advisors, LLC History Reduced 4,543 239 0.06% 0.08% 444 -12 -0.26% Q1 2026 May 11, 2026
Edge Wealth Management LLC History No change 4,538 239 0.04% 0.05% 442 0 0.0% Q1 2026 Apr 20, 2026
Cornerstone Wealth Management, LLC History Reduced 4,529 238 0.01% 0.02% 445 -260 -5.43% Q1 2026 Apr 23, 2026
ABOUND FINANCIAL, LLC History No change 4,504 237 0.1% 0.12% 446 0 0.0% Q1 2026 May 01, 2026
Cornerstone Wealth Group, LLC History Reduced 4,054 236 0.02% 0.02% 447 -192 -4.52% Q1 2026 Apr 22, 2026
Triton Wealth Management, PLLC History Added to 4,396 235 0.09% 0.09% 448 +216 5.17% Q1 2026 May 01, 2026
Sandbox Financial Partners, LLC History No change 4,464 235 0.07% 0.08% 449 0 0.0% Q1 2026 Apr 08, 2026
Second Half Financial Partners, LLC History New 4,423 233 0.1% 451 +4,423 New Q1 2026 May 11, 2026
Blackhawk Capital Partners, LLC History No change 4,424 233 0.09% 0.11% 450 0 0.0% Q1 2026 May 05, 2026
FWG Holdings, LLC History Reduced 4,291 232 0.09% 0.51% 452 -9,440 -68.75% Q1 2026 Apr 13, 2026
Rossby Financial, LCC History Added to 4,355 231 0.05% 0.09% 454 +150 3.57% Q1 2026 May 11, 2026
LMG Wealth Partners, LLC History Added to 4,385 231 0.04% 0.05% 453 +142 3.35% Q1 2026 Apr 17, 2026
Focus Partners Advisor Solutions, LLC History New 4,357 229 0.0% 455 +4,357 New Q1 2026 May 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,284 226 0.04% 0.05% 456 0 0.0% Q1 2026 May 04, 2026
Lighthouse Wealth Management Inc. History New 4,271 225 0.15% 457 +4,271 New Q1 2026 Apr 23, 2026
PARK AVENUE SECURITIES LLC History Reduced 4,253 224 0.0% 0.0% 458 -2,329 -35.38% Q1 2026 Apr 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,234 223 0.0% 0.0% 459 +3,167 296.81% Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Reduced 4,201 221 0.01% 0.02% 460 -1,225 -22.58% Q1 2026 May 15, 2026
Bogart Wealth, LLC History Added to 4,205 221 0.01% 0.01% 461 +650 18.28% Q1 2026 Apr 28, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,161 219 0.0% 0.0% 462 +1,458 53.94% Q1 2026 May 15, 2026
FLAGSTAR ADVISORS INC History Added to 4,099 216 0.08% 0.07% 463 +845 25.97% Q1 2026 May 12, 2026
NFSG Corp History Reduced 4,082 215 0.04% 0.05% 465 -1,100 -21.23% Q1 2026 May 05, 2026
Keel Point, LLC History No change 3,149 215 0.01% 0.01% 464 0 0.0% Q4 2025 Feb 12, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 4,060 214 0.07% 0.09% 466 0 0.0% Q1 2026 Apr 14, 2026
DeDora Capital, Inc. History Reduced 4,047 213 0.05% 0.07% 467 -10 -0.25% Q1 2026 Apr 27, 2026
Level Financial Advisors History No change 4,041 213 0.05% 0.07% 468 0 0.0% Q1 2026 Apr 10, 2026
Investmark Advisory Group LLC History No change 4,038 213 0.09% 0.12% 469 0 0.0% Q1 2026 May 15, 2026
Inspire Advisors, LLC History Reduced 4,036 212 0.02% 0.03% 471 -484 -10.71% Q1 2026 May 15, 2026
Blue Fin Capital, Inc. History No change 3,107 212 0.03% 0.03% 470 0 0.0% Q4 2025 Jan 23, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 4,033 212 0.11% 0.15% 472 0 0.0% Q1 2026 May 12, 2026
E&G Advisors, LP History No change 3,957 208 0.05% 0.06% 473 0 0.0% Q1 2026 Apr 21, 2026
OLD MISSION CAPITAL LLC History Reduced 317,600 206 0.0% 0.35% 474 -238,644 -42.9% Q1 2026 May 15, 2026
Belvedere Trading LLC History Reduced 3,900 205 0.0% 0.0% 475 -10,100 -72.14% Q1 2026 May 12, 2026
COMERICA BANK History No change 2,972 203 0.0% 0.0% 476 0 0.0% Q4 2025 Jan 29, 2026
Advance Capital Management, Inc. History Added to 3,833 202 0.01% 0.01% 477 +669 21.14% Q1 2026 Apr 29, 2026
MA Private Wealth History No change 3,837 202 0.03% 0.04% 478 0 0.0% Q1 2026 May 07, 2026
Zhang Financial LLC History No change 3,819 201 0.01% 0.01% 479 0 0.0% Q1 2026 May 06, 2026
HRT FINANCIAL LP History New 3,801 200 0.0% 480 +3,801 New Q1 2026 May 14, 2026
North Star Investment Management Corp. History Added to 3,789 199 0.01% 0.02% 481 +195 5.43% Q1 2026 Apr 23, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,560 188 0.0% 0.0% 482 +140 4.09% Q1 2026 May 01, 2026
Parkside Financial Bank & Trust History Added to 3,284 173 0.01% 0.02% 483 +9 0.27% Q1 2026 May 13, 2026
Opal Wealth Advisors, LLC History No change 3,285 173 0.04% 0.06% 484 0 0.0% Q1 2026 Apr 14, 2026
CENTRAL TRUST Co History No change 3,204 169 0.0% 0.0% 485 0 0.0% Q1 2026 Apr 17, 2026
Sound Income Strategies, LLC History Reduced 3,031 160 0.01% 0.01% 486 -200 -6.19% Q1 2026 Apr 27, 2026
Sankala Group LLC History No change 2,914 150 0.12% 0.12% 487 0 0.0% Q1 2026 Mar 31, 2026
Avalon Trust Co History Reduced 2,670 140 0.01% 0.01% 488 -640 -19.34% Q1 2026 May 06, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 2,461 138 0.03% 0.04% 489 -6 -0.24% Q1 2026 May 08, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,427 128 0.0% 0.0% 490 -350 -12.6% Q1 2026 May 15, 2026
SOA Wealth Advisors, LLC. History No change 2,399 126 0.02% 0.03% 491 0 0.0% Q1 2026 May 20, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,295 121 0.0% 0.0% 492 -325 -12.4% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 2,256 119 0.0% 0.0% 493 +10 0.45% Q1 2026 May 11, 2026
WHITTIER TRUST CO History No change 2,184 118 0.0% 0.0% 494 0 0.0% Q1 2026 Apr 28, 2026
Wilmar Advisors LLC History Reduced 2,200 116 0.1% 0.35% 495 -4,300 -66.15% Q1 2026 May 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,195 115 0.03% 0.04% 496 0 0.0% Q1 2026 Apr 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 2,168 114 0.03% 0.04% 497 0 0.0% Q1 2026 Apr 06, 2026
UMB Bank, n.a. History No change 2,145 113 0.0% 0.0% 498 0 0.0% Q1 2026 May 11, 2026
Glass Jacobson Investment Advisors llc History No change 2,097 110 0.04% 0.05% 499 0 0.0% Q1 2026 Apr 23, 2026
Pandora Wealth, Inc. History No change 1,600 109 0.07% 0.07% 500 0 0.0% Q4 2025 Feb 04, 2026
Fairscale Capital, LLC History No change 2,003 105 0.07% 0.09% 501 0 0.0% Q1 2026 May 11, 2026
KERR FINANCIAL PLANNING Corp History Reduced 1,765 104 0.13% 0.13% 502 -125 -6.61% Q1 2026 Apr 29, 2026
Tidemark, LLC History No change 1,896 100 0.03% 0.04% 503 0 0.0% Q1 2026 May 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,823 96 0.01% 0.02% 504 0 0.0% Q1 2026 Apr 15, 2026
LFA - Lugano Financial Advisors SA History No change 1,835 96 0.05% 0.06% 505 0 0.0% Q1 2026 May 05, 2026
GILL CAPITAL PARTNERS, LLC History New 1,750 92 0.03% 506 +1,750 New Q1 2026 Apr 13, 2026
SALEM INVESTMENT COUNSELORS INC History New 1,648 86 0.0% 507 +1,648 New Q1 2026 Apr 29, 2026
Colonial Trust Advisors History Reduced 1,610 84 0.01% 0.01% 508 -200 -11.05% Q1 2026 May 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 1,550 81 0.0% 509 +1,550 New Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,512 79 0.01% 0.01% 510 0 0.0% Q1 2026 May 11, 2026
HHM Wealth Advisors, LLC History Reduced 1,444 76 0.01% 0.03% 511 -1,700 -54.07% Q1 2026 Apr 17, 2026
Nova Wealth Management, Inc. History No change 1,450 76 0.05% 0.07% 512 0 0.0% Q1 2026 Apr 14, 2026
Plante Moran Financial Advisors, LLC History No change 1,418 74 0.0% 0.01% 513 0 0.0% Q1 2026 May 05, 2026
Vision Retirement, LLC History No change 1,417 74 0.02% 0.03% 514 0 0.0% Q1 2026 May 07, 2026
CoreCap Advisors, LLC History Added to 1,397 73 0.0% 0.0% 515 +956 216.78% Q1 2026 Apr 07, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 1,352 71 0.02% 0.03% 516 -35 -2.52% Q1 2026 May 08, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,300 68 0.0% 0.0% 517 0 0.0% Q1 2026 May 13, 2026
POM Investment Strategies, LLC History Added to 1,259 66 0.08% 0.04% 518 +20 1.61% Q1 2026 May 11, 2026
Investment Research & Advisory Group, Inc. History No change 1,274 62 0.02% 0.03% 519 0 0.0% Q1 2026 Apr 20, 2026
JDM Financial Group LLC History No change 1,183 62 0.02% 0.03% 520 0 0.0% Q1 2026 May 20, 2026
TOMPKINS FINANCIAL CORP History No change 1,141 60 0.0% 0.01% 521 0 0.0% Q1 2026 Apr 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,061 55 0.0% 0.0% 522 +90 9.27% Q1 2026 May 14, 2026
MTM Investment Management, LLC History No change 1,049 55 0.02% 0.02% 523 0 0.0% Q1 2026 May 06, 2026
Dunhill Financial, LLC History No change 1,006 53 0.01% 0.02% 524 0 0.0% Q1 2026 May 06, 2026
Smallwood Wealth Investment Management, LLC History Reduced 1,002 52 0.03% 0.05% 526 -300 -23.04% Q1 2026 Apr 22, 2026
ATWOOD & PALMER INC History No change 986 52 0.0% 0.0% 525 0 0.0% Q1 2026 Apr 15, 2026
Walsh & Associates, LLC History No change 1,000 52 0.05% 0.07% 527 0 0.0% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History No change 950 50 0.0% 0.0% 528 0 0.0% Q1 2026 Apr 17, 2026
Cornerstone Planning Group LLC History No change 778 49 0.01% 0.01% 529 0 0.0% Q1 2026 May 06, 2026
Golden State Wealth Management, LLC History Reduced 920 48 0.01% 0.01% 530 -60 -6.12% Q1 2026 Apr 28, 2026
Arlington Trust Co LLC History Added to 904 47 0.0% 0.0% 531 +704 352.0% Q1 2026 Apr 08, 2026
Intesa Sanpaolo S.p.A. History No change 871 45 0.0% 0.0% 532 0 0.0% Q1 2026 May 15, 2026
ST GERMAIN D J CO INC History No change 833 43 0.0% 0.0% 533 0 0.0% Q1 2026 Apr 13, 2026
Wilkerson Advisory Group LLC History No change 784 41 0.01% 0.02% 534 0 0.0% Q1 2026 May 08, 2026
Trust Co History No change 776 40 0.0% 0.0% 535 0 0.0% Q1 2026 Apr 13, 2026
Essential Partners LLC History No change 750 39 0.01% 0.02% 536 0 0.0% Q1 2026 May 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 726 38 0.0% 0.0% 537 +601 480.8% Q1 2026 May 07, 2026
Bear Mountain Capital, Inc. History Added to 643 38 0.01% 0.02% 540 +3 0.47% Q1 2026 May 12, 2026
Triumph Capital Management History No change 737 38 0.01% 0.01% 538 0 0.0% Q1 2026 May 13, 2026
WOLFF WIESE MAGANA LLC History No change 723 38 0.02% 0.03% 539 0 0.0% Q1 2026 Apr 13, 2026
Roble, Belko & Company, Inc History No change 710 37 0.0% 0.01% 541 0 0.0% Q1 2026 Apr 16, 2026
Redwood Park Advisors LLC History No change 710 37 0.02% 0.03% 542 0 0.0% Q1 2026 May 04, 2026
Legacy Wealth Managment, LLC/ID History Reduced 700 36 0.02% 0.03% 543 -129 -15.56% Q1 2026 May 07, 2026
Ascentis Wealth Management, LLC History Reduced 678 35 0.01% 0.01% 547 -164 -19.48% Q1 2026 Apr 28, 2026
BOKF, NA History No change 675 35 0.0% 0.0% 544 0 0.0% Q1 2026 May 08, 2026
Avion Wealth History No change 676 35 0.01% 0.01% 545 0 0.0% Q1 2026 May 01, 2026
Glen Eagle Advisors, LLC History No change 677 35 0.0% 0.01% 546 0 0.0% Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 657 34 0.0% 0.0% 548 -5 -0.76% Q1 2026 Apr 13, 2026
Innovative Asset Advisors Group, LLC History New 618 32 0.02% 549 +618 New Q1 2026 May 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 568 29 0.0% 0.0% 550 -145 -20.34% Q1 2026 Apr 23, 2026
JPMORGAN CHASE & CO History Reduced 547 28 0.0% 0.0% 551 -775 -58.62% Q1 2026 May 13, 2026
Hurley Capital, LLC History No change 517 27 0.01% 0.02% 552 0 0.0% Q1 2026 May 06, 2026
Noble Wealth Management PBC History Added to 503 26 0.01% 558 +500 16666.67% Q1 2026 Apr 02, 2026
Atlantic Union Bankshares Corp History No change 496 26 0.0% 0.0% 553 0 0.0% Q1 2026 May 12, 2026
JNBA Financial Advisors History No change 500 26 0.0% 0.0% 554 0 0.0% Q1 2026 Apr 22, 2026
DHJJ Financial Advisors, Ltd. History No change 502 26 0.01% 0.01% 555 0 0.0% Q1 2026 Apr 09, 2026
Ulland Investment Advisors, LLC History No change 500 26 0.02% 0.03% 556 0 0.0% Q1 2026 Apr 27, 2026
SWAN Capital LLC History No change 511 26 0.01% 0.01% 557 0 0.0% Q1 2026 May 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 480 25 0.0% 0.0% 559 0 0.0% Q1 2026 May 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 415 25 0.0% 0.0% 560 0 0.0% Q1 2026 May 06, 2026
RHL GROUP, LLC History Reduced 468 24 0.02% 0.03% 562 -156 -25.0% Q1 2026 May 13, 2026
Root Financial Partners, LLC History No change 464 24 0.0% 0.0% 561 0 0.0% Q1 2026 Apr 24, 2026
Global Wealth Strategies & Associates History Added to 448 23 0.01% 0.01% 565 +90 25.14% Q1 2026 Apr 03, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 445 23 0.0% 0.0% 563 +5 1.14% Q1 2026 Apr 16, 2026
GPS Wealth Strategies Group, LLC History No change 346 23 0.02% 0.02% 564 0 0.0% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 432 22 0.01% 0.01% 566 0 0.0% Q1 2026 Apr 29, 2026
Dixon Mitchell Investment Counsel Inc. History No change 425 22 0.0% 0.0% 567 0 0.0% Q1 2026 May 14, 2026
Westfuller Advisors, LLC History No change 427 22 0.01% 0.01% 568 0 0.0% Q1 2026 Apr 28, 2026
Addison Advisors LLC History No change 400 21 0.0% 0.01% 569 0 0.0% Q1 2026 May 08, 2026
Holos Integrated Wealth LLC History No change 400 21 0.01% 0.02% 570 0 0.0% Q1 2026 Apr 08, 2026
Osbon Capital Management LLC History Reduced 385 20 0.02% 1.76% 571 -27,100 -98.6% Q1 2026 May 15, 2026
Forum Finance Group S.A. History New 440 19 0.01% 573 +440 New Q1 2026 May 07, 2026
Strengthening Families & Communities, LLC History New 361 19 0.0% 572 +361 New Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History No change 359 18 0.0% 0.0% 574 0 0.0% Q1 2026 Apr 20, 2026
Financial Perspectives, Inc History No change 353 18 0.01% 0.01% 575 0 0.0% Q1 2026 May 11, 2026
High Note Wealth, LLC History No change 327 17 0.0% 0.0% 576 0 0.0% Q1 2026 May 11, 2026
VSM Wealth Advisory, LLC History No change 327 17 0.01% 0.01% 577 0 0.0% Q1 2026 May 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 314 16 0.01% 579 +314 New Q1 2026 Apr 27, 2026
Lodestone Wealth Management LLC History No change 308 16 0.01% 0.01% 578 0 0.0% Q1 2026 May 01, 2026
Synergy Investment Management, LLC History New 300 15 0.0% 583 +300 New Q1 2026 May 14, 2026
TopTier Wealth Management, LLC History New 300 15 0.01% 584 +300 New Q1 2026 May 05, 2026
MCF Advisors LLC History New 292 15 0.0% 582 +292 New Q1 2026 May 11, 2026
PFS Partners, LLC History Added to 292 15 0.01% 0.01% 581 +67 29.78% Q1 2026 Apr 09, 2026
Oakworth Capital, Inc. History No change 300 15 0.0% 0.0% 580 0 0.0% Q1 2026 Apr 24, 2026
MBM WEALTH CONSULTANTS, LLC History New 273 14 0.0% 589 +273 New Q1 2026 Apr 20, 2026
Pacific Center for Financial Services History Reduced 280 14 0.0% 0.01% 586 -195 -41.05% Q1 2026 May 12, 2026
Tradewinds Capital Management, LLC History No change 269 14 0.0% 0.0% 585 0 0.0% Q1 2026 Apr 14, 2026
Activest Wealth Management History No change 270 14 0.0% 0.0% 587 0 0.0% Q1 2026 Apr 15, 2026
Financially Speaking Inc History No change 275 14 0.07% 0.01% 588 0 0.0% Q1 2026 Apr 07, 2026
Boreal Capital Management LLC History Reduced 264 13 0.01% 0.08% 593 -1,229 -82.32% Q1 2026 May 14, 2026
McIlrath & Eck, LLC History Reduced 260 13 0.0% 0.01% 590 -1,092 -80.77% Q1 2026 May 19, 2026
Crewe Advisors LLC History New 264 13 0.0% 594 +264 New Q1 2026 May 07, 2026
Game Plan Financial Advisors, LLC History Added to 265 13 0.01% 0.0% 591 +215 430.0% Q1 2026 Apr 23, 2026
Kilter Group LLC History No change 251 13 0.01% 0.01% 592 0 0.0% Q1 2026 May 14, 2026
NVWM, LLC History Reduced 228 12 0.0% 0.12% 595 -7,781 -97.15% Q1 2026 Apr 27, 2026
Quest 10 Wealth Builders, Inc. History Added to 229 12 0.01% 0.01% 598 +31 15.66% Q1 2026 May 06, 2026
Carolina Wealth Advisors, LLC History No change 235 12 0.0% 0.01% 596 0 0.0% Q1 2026 Apr 07, 2026
Signature Resources Capital Management, LLC History No change 236 12 0.01% 0.01% 597 0 0.0% Q1 2026 May 01, 2026
Financial Life Planners History New 224 11 0.01% 602 +224 New Q1 2026 Apr 24, 2026
MassMutual Private Wealth & Trust, FSB History No change 227 11 0.0% 0.0% 599 0 0.0% Q1 2026 Apr 13, 2026
GHP Investment Advisors, Inc. History No change 210 11 0.0% 0.0% 600 0 0.0% Q1 2026 Apr 21, 2026
Strategic Investment Solutions, Inc. /IL History No change 209 11 0.0% 0.0% 601 0 0.0% Q1 2026 May 01, 2026
Trask Adam Roland History New 200 10 0.01% 608 +200 New Q1 2026 May 15, 2026
Capital Analysts, LLC History New 192 10 0.0% 607 +192 New Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 190 10 0.0% 0.0% 603 0 0.0% Q1 2026 May 13, 2026
Westside Investment Management, Inc. History No change 205 10 0.0% 0.0% 604 0 0.0% Q1 2026 May 04, 2026
Kozak & Associates, Inc. History No change 182 10 0.0% 0.0% 605 0 0.0% Q1 2026 Apr 14, 2026
Cherry Tree Wealth Management, LLC History No change 206 10 0.0% 0.0% 606 0 0.0% Q1 2026 May 05, 2026
Scarborough Advisors, LLC History New 184 9 0.0% 611 +184 New Q1 2026 May 07, 2026
ATLAS CAPITAL ADVISORS INC. History No change 186 9 0.0% 0.0% 609 0 0.0% Q1 2026 May 11, 2026
OBSIDIAN CIO, LLC History No change 175 9 0.01% 0.02% 610 0 0.0% Q1 2026 May 11, 2026
Key Capital Management, INC History Reduced 162 8 0.01% 0.06% 617 -708 -81.38% Q1 2026 May 07, 2026
Axiom Investment Management LLC History New 170 8 0.01% 618 +170 New Q1 2026 May 26, 2026
Abound Wealth Management History Added to 156 8 0.0% 0.0% 614 +34 27.87% Q1 2026 Apr 10, 2026
ASSETMARK, INC History Reduced 158 8 0.0% 0.0% 613 -15 -8.67% Q1 2026 May 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 166 8 0.0% 0.0% 612 0 0.0% Q1 2026 May 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 160 8 0.0% 0.0% 615 0 0.0% Q1 2026 Apr 22, 2026
Godfrey Financial Associates, Inc. History No change 160 8 0.01% 0.01% 616 0 0.0% Q1 2026 May 11, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 144 7 0.0% 0.01% 620 -182 -55.83% Q1 2026 Apr 27, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 150 7 0.0% 0.0% 619 -100 -40.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History Added to 149 7 0.0% 0.0% 621 +30 25.21% Q1 2026 Apr 10, 2026
Versant Capital Management, Inc History No change 151 7 0.0% 0.0% 622 0 0.0% Q1 2026 Apr 06, 2026
Financial Gravity Asset Management, Inc. History No change 140 7 0.0% 0.0% 623 0 0.0% Q1 2026 May 08, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 145 7 0.0% 0.0% 624 0 0.0% Q1 2026 Apr 24, 2026
Motiv8 Investments LLC History No change 100 7 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History New 125 6 0.0% 627 +125 New Q1 2026 May 15, 2026
Wealth Science Advisors LLC History New 100 6 0.0% 628 +100 New Q1 2026 Apr 08, 2026
Comprehensive Financial Planning, Inc./PA History No change 129 6 0.0% 0.01% 626 0 0.0% Q1 2026 Apr 07, 2026
HOEY INVESTMENTS, INC History Reduced 100 5 0.0% 0.0% 633 -150 -60.0% Q1 2026 Apr 28, 2026
Wall Street Financial Group, Inc. History New 96 5 0.0% 640 +96 New Q1 2026 May 05, 2026
N.E.W. Advisory Services LLC History Reduced 100 5 0.0% 0.0% 634 -4 -3.85% Q1 2026 May 04, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 5 0.0% 0.0% 629 0 0.0% Q1 2026 May 05, 2026
CITY HOLDING CO History No change 100 5 0.0% 0.0% 630 0 0.0% Q1 2026 Apr 15, 2026
BARRETT & COMPANY, INC. History No change 100 5 0.0% 0.0% 631 0 0.0% Q1 2026 May 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 107 5 0.0% 0.0% 632 0 0.0% Q1 2026 May 14, 2026
Missouri Trust & Investment Co History No change 100 5 0.0% 0.0% 635 0 0.0% Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 100 5 0.0% 0.0% 636 0 0.0% Q1 2026 Apr 10, 2026
Colonial Trust Co / SC History No change 100 5 0.0% 0.0% 637 0 0.0% Q1 2026 May 12, 2026
Graney & King, LLC History No change 100 5 0.0% 0.0% 638 0 0.0% Q1 2026 May 18, 2026
Meramec Financial Planners, LLC History No change 91 5 0.0% 0.0% 639 0 0.0% Q1 2026 Apr 27, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 86 4 0.0% 0.0% 641 -54 -38.57% Q1 2026 Apr 23, 2026
Clayton Financial Group LLC History Added to 80 4 0.0% 0.0% 645 +30 60.0% Q1 2026 Apr 13, 2026
Cheviot Value Management, LLC History No change 83 4 0.0% 0.0% 642 0 0.0% Q1 2026 May 12, 2026
ORG Partners LLC History No change 70 4 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 14, 2026
Caitlin John, LLC History No change 87 4 0.0% 0.0% 644 0 0.0% Q1 2026 May 13, 2026
PITTENGER & ANDERSON INC History Reduced 65 3 0.0% 0.0% 646 -100 -60.61% Q1 2026 May 01, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 62 3 0.0% 649 +62 New Q1 2026 May 08, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 60 3 0.0% 0.0% 647 0 0.0% Q1 2026 Apr 08, 2026
Gen-Wealth Partners Inc History No change 60 3 0.0% 0.0% 648 0 0.0% Q1 2026 May 08, 2026
BOK Financial Private Wealth, Inc. History New 40 2 0.0% 654 +40 New Q1 2026 May 12, 2026
FINANCIAL CONSULATE, INC History No change 40 2 0.0% 0.0% 650 0 0.0% Q1 2026 Apr 21, 2026
Front Row Advisors LLC History No change 50 2 0.0% 0.0% 651 0 0.0% Q1 2026 May 19, 2026
Nemes Rush Group LLC History No change 52 2 0.0% 0.0% 652 0 0.0% Q1 2026 Apr 21, 2026
DiNuzzo Private Wealth, Inc. History No change 50 2 0.0% 0.0% 653 0 0.0% Q1 2026 Apr 08, 2026
Coastline Trust Co History No change 22 1 0.0% 0.0% 655 0 0.0% Q1 2026 Apr 03, 2026
Friedenthal Financial History No change 33 1 0.0% 0.0% 656 0 0.0% Q1 2026 Apr 20, 2026
Princeton Global Asset Management LLC History No change 25 1 0.0% 0.0% 657 0 0.0% Q1 2026 Apr 22, 2026
CVA Family Office, LLC History No change 26 1 0.0% 0.0% 658 0 0.0% Q1 2026 Apr 29, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 27 1 0.0% 0.0% 659 0 0.0% Q1 2026 May 12, 2026
Multicoin Capital Management, LLC History Closed out 0 0 18.06% -302,251 -100.0% Q1 2026 May 15, 2026
DRW Securities, LLC History Closed out 0 0 0.42% -232,691 -100.0% Q1 2026 May 13, 2026
Palumbo Wealth Management LLC History Closed out 0 0 1.13% -67,259 -100.0% Q1 2026 May 12, 2026
Ascension Capital Advisors, Inc. History Closed out 0 0 1.55% -65,907 -100.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.01% -42,652 -100.0% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.07% -30,363 -100.0% Q1 2026 May 15, 2026
Seal Cove Capital, LLC History Closed out 0 0 1.56% -24,516 -100.0% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 0.07% -18,148 -100.0% Q1 2026 May 06, 2026
180 WEALTH ADVISORS, LLC History Closed out 0 0 0.08% -10,879 -100.0% Q1 2026 May 01, 2026
IRIDIAN ASSET MANAGEMENT LLC/CT History Closed out 0 0 0.27% -10,559 -100.0% Q1 2026 Apr 23, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 0.07% -10,467 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.01% -10,283 -100.0% Q1 2026 Apr 23, 2026
M Holdings Securities, Inc. History Closed out 0 0 0.05% -10,131 -100.0% Q1 2026 May 12, 2026
Glaxis Capital Management, LLC History Closed out 0 0 1.17% -10,000 -100.0% Q1 2026 May 11, 2026
Capstone Capital Management Ltd History Closed out 0 0 0.58% -8,907 -100.0% Q1 2026 Apr 30, 2026
WESTCO ADVISORY SERVICES INC /ADV History Closed out 0 0 0.36% -8,648 -100.0% Q1 2026 May 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History Closed out 0 0 0.09% -8,188 -100.0% Q1 2026 Apr 16, 2026
Badgley Phelps Wealth Managers, LLC History Closed out 0 0 0.01% -8,080 -100.0% Q1 2026 Apr 15, 2026
BCS Wealth Management History Closed out 0 0 0.05% -7,514 -100.0% Q1 2026 Apr 17, 2026
Midwest Financial Partners Investments, Inc. History Closed out 0 0 0.28% -7,462 -100.0% Q1 2026 Apr 23, 2026
HB Wealth Management, LLC History Closed out 0 0 0.0% -7,195 -100.0% Q1 2026 Apr 27, 2026
Hobbs Group Advisors, LLC History Closed out 0 0 0.13% -6,531 -100.0% Q1 2026 May 20, 2026
Rockefeller Capital Management L.P. History Closed out 0 0 0.0% -6,488 -100.0% Q1 2026 May 14, 2026
Equita Financial Network, Inc. History Closed out 0 0 0.13% -6,157 -100.0% Q1 2026 Apr 23, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Closed out 0 0 0.02% -6,073 -100.0% Q1 2026 May 08, 2026
Coastal Bridge Advisors, LLC History Closed out 0 0 0.03% -6,055 -100.0% Q1 2026 May 14, 2026
Portfolio Strategies, Inc. History Closed out 0 0 0.04% -5,454 -100.0% Q1 2026 May 05, 2026
Meixler Investment Management, Ltd. History Closed out 0 0 0.22% -5,249 -100.0% Q1 2026 May 06, 2026
Firestone Capital Management History Closed out 0 0 0.08% -5,234 -100.0% Q1 2026 May 08, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.02% -4,702 -100.0% Q1 2026 May 20, 2026
Invesco Ltd. History Closed out 0 0 0.0% -4,684 -100.0% Q1 2026 May 12, 2026
Journey Advisory Group, LLC History Closed out 0 0 0.03% -4,575 -100.0% Q1 2026 May 05, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Closed out 0 0 0.09% -4,337 -100.0% Q1 2026 Apr 30, 2026
COMMERCE BANK History Closed out 0 0 0.0% -4,311 -100.0% Q1 2026 May 11, 2026
Arlington Capital Management, Inc. History Closed out 0 0 0.18% -4,301 -100.0% Q1 2026 May 01, 2026
CARDIFF PARK ADVISORS, LLC History Closed out 0 0 0.02% -4,200 -100.0% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 0.01% -3,992 -100.0% Q1 2026 May 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 0.02% -3,910 -100.0% Q1 2026 Apr 20, 2026
Mountain Capital Investment Advisors Inc. History Closed out 0 0 0.04% -3,904 -100.0% Q1 2026 May 11, 2026
SANDERS MORRIS HARRIS LLC History Closed out 0 0 0.4% -3,785 -100.0% Q1 2026 Apr 09, 2026
Able Wealth Management LLC History Closed out 0 0 0.08% -3,774 -100.0% Q1 2026 Apr 24, 2026
Trilogy Capital Inc. History Closed out 0 0 0.01% -3,750 -100.0% Q1 2026 Apr 21, 2026
IAM Advisory, LLC History Closed out 0 0 0.06% -3,740 -100.0% Q1 2026 Apr 10, 2026
Carrera Capital Advisors History Closed out 0 0 0.04% -3,735 -100.0% Q1 2026 May 04, 2026
Onyx Bridge Wealth Group LLC History Closed out 0 0 0.03% -3,729 -100.0% Q1 2026 Apr 22, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.03% -3,722 -100.0% Q1 2026 May 15, 2026
Krilogy Financial LLC History Closed out 0 0 0.01% -3,722 -100.0% Q1 2026 Apr 17, 2026
WorthPointe, LLC History Closed out 0 0 0.07% -3,722 -100.0% Q1 2026 May 12, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Closed out 0 0 0.05% -3,721 -100.0% Q1 2026 May 05, 2026
Clear Harbor Asset Management, LLC History Closed out 0 0 0.02% -3,715 -100.0% Q1 2026 May 05, 2026
ROCKLAND TRUST CO History Closed out 0 0 0.01% -3,700 -100.0% Q1 2026 Apr 16, 2026
ELEVATUS WELATH MANAGEMENT History Closed out 0 0 0.07% -3,700 -100.0% Q1 2026 Apr 15, 2026
NOVEM GROUP History Closed out 0 0 0.03% -3,688 -100.0% Q1 2026 Apr 10, 2026
Sentry LLC History Closed out 0 0 0.07% -3,657 -100.0% Q1 2026 Apr 22, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.11% -3,647 -100.0% Q1 2026 May 05, 2026
SP Asset Management LLC History Closed out 0 0 0.02% -3,640 -100.0% Q1 2026 May 06, 2026
Bonfire Financial History Closed out 0 0 0.19% -3,558 -100.0% Q1 2026 May 06, 2026
Mainstream Capital Management LLC History Closed out 0 0 0.16% -3,538 -100.0% Q1 2026 Apr 17, 2026
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -3,527 -100.0% Q1 2026 May 08, 2026
OARSMAN CAPITAL, INC. History Closed out 0 0 0.03% -3,503 -100.0% Q1 2026 Apr 27, 2026
Sovereign Financial Group, Inc. History Closed out 0 0 0.04% -3,495 -100.0% Q1 2026 Apr 17, 2026
RFP Financial Group LLC History Closed out 0 0 0.11% -3,494 -100.0% Q1 2026 May 13, 2026
FELL CAPITAL MANAGEMENT /ADV History Closed out 0 0 0.23% -3,390 -100.0% Q1 2026 May 04, 2026
Three Magnolias Financial Advisors, LLC History Closed out 0 0 0.14% -3,365 -100.0% Q1 2026 Apr 23, 2026
Procyon Advisors, LLC History Closed out 0 0 0.01% -3,358 -100.0% Q1 2026 May 04, 2026
RFG Advisory, LLC History Closed out 0 0 0.0% -3,357 -100.0% Q1 2026 Apr 17, 2026
Trek Financial, LLC History Closed out 0 0 0.01% -3,348 -100.0% Q1 2026 May 13, 2026
KLINGENSTEIN FIELDS & CO LP History Closed out 0 0 0.01% -3,321 -100.0% Q1 2026 May 12, 2026
Advisors Capital Management, LLC History Closed out 0 0 0.0% -3,315 -100.0% Q1 2026 May 01, 2026
Mayfair Advisory Group, LLC History Closed out 0 0 0.09% -3,300 -100.0% Q1 2026 Apr 21, 2026
Thrive Wealth Management, LLC History Closed out 0 0 0.03% -3,295 -100.0% Q1 2026 Apr 09, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Closed out 0 0 0.03% -3,264 -100.0% Q1 2026 Apr 24, 2026
Avantax Planning Partners, Inc. History Closed out 0 0 0.01% -3,213 -100.0% Q1 2026 May 04, 2026
Laird Norton Wetherby Trust Company, LLC History Closed out 0 0 0.0% -3,210 -100.0% Q1 2026 May 15, 2026
Stratos Wealth Advisors, LLC History Closed out 0 0 0.01% -3,191 -100.0% Q1 2026 Apr 28, 2026
TrueWealth Advisors, LLC History Closed out 0 0 0.06% -3,185 -100.0% Q1 2026 Apr 09, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.08% -3,182 -100.0% Q1 2026 May 04, 2026
Nadler Financial Group, Inc. History Closed out 0 0 0.02% -3,167 -100.0% Q1 2026 May 04, 2026
Madison Wealth Partners, Inc History Closed out 0 0 0.04% -3,148 -100.0% Q1 2026 Apr 30, 2026
United Asset Strategies, Inc. History Closed out 0 0 0.02% -3,138 -100.0% Q1 2026 Apr 29, 2026
Modus Advisors, LLC History Closed out 0 0 0.06% -3,131 -100.0% Q1 2026 May 04, 2026
Compass Financial Group, Inc. (Ohio) History Closed out 0 0 0.16% -3,121 -100.0% Q1 2026 May 08, 2026
BostonPremier Wealth LLC History Closed out 0 0 0.11% -3,106 -100.0% Q1 2026 Apr 10, 2026
Cypress Capital Group History Closed out 0 0 0.02% -3,067 -100.0% Q1 2026 May 15, 2026
Ascent Group, LLC History Closed out 0 0 0.01% -3,033 -100.0% Q1 2026 May 15, 2026
Portfolio Design Labs, LLC History Closed out 0 0 0.03% -3,033 -100.0% Q1 2026 May 11, 2026
Capital Investment Advisors, LLC History Closed out 0 0 0.0% -2,992 -100.0% Q1 2026 Apr 17, 2026
Capital Advisors Wealth Management, LLC History Closed out 0 0 0.03% -2,983 -100.0% Q1 2026 Apr 08, 2026
Miller Financial Services LLC History Closed out 0 0 0.24% -2,980 -100.0% Q1 2026 May 01, 2026
Unify Financial Advisors History Closed out 0 0 0.21% -2,970 -100.0% Q1 2026 Apr 23, 2026
NEW WAVE WEALTH ADVISORS LLC History Closed out 0 0 0.07% -2,969 -100.0% Q1 2026 May 04, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.17% -2,961 -100.0% Q1 2026 May 13, 2026
CLG LLC History Closed out 0 0 0.05% -2,959 -100.0% Q1 2026 May 14, 2026
BARCLAYS PLC History Closed out 0 0 0.0% -2,950 -100.0% Q1 2026 May 14, 2026
Crestwood Advisors Group, LLC History Closed out 0 0 0.0% -2,950 -100.0% Q1 2026 May 05, 2026
DV Trading LLC History Closed out 0 0 0.01% -2,847 -100.0% Q1 2026 May 15, 2026
Richardson Capital Management LLC History Closed out 0 0 0.07% -2,184 -100.0% Q1 2026 May 12, 2026
Garner Asset Management Corp History Closed out 0 0 0.05% -1,805 -100.0% Q1 2026 Apr 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -1,171 -100.0% Q1 2026 Apr 28, 2026
Strategic Advocates LLC History Closed out 0 0 0.02% -1,115 -100.0% Q1 2026 May 15, 2026
Safe Harbor Fiduciary, LLC History Closed out 0 0 0.07% -1,114 -100.0% Q1 2026 May 15, 2026
BFSG, LLC History Closed out 0 0 0.01% -910 -100.0% Q1 2026 Apr 28, 2026
Quattro Advisors LLC History Closed out 0 0 0.04% -757 -100.0% Q1 2026 May 14, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.02% -400 -100.0% Q1 2026 May 11, 2026
Estate Planners Group, LLC History Closed out 0 0 0.01% -342 -100.0% Q1 2026 May 11, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -212 -100.0% Q1 2026 May 15, 2026
Main Management LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 0.01% -200 -100.0% Q1 2026 May 13, 2026
Independence Bank of Kentucky History Closed out 0 0 0.0% -150 -100.0% Q1 2026 Apr 30, 2026
Medallion Wealth Advisors, LLC History Closed out 0 0 0.0% -108 -100.0% Q1 2026 Apr 24, 2026
UBS Group AG History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 05, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -65 -100.0% Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History Closed out 0 0 0.0% -20 -100.0% Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 13, 2026
Frazier Financial Advisors, LLC History New 12 0 +12 New Q1 2026 May 05, 2026
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 -12 -100.0% Q1 2026 Apr 30, 2026
Navalign, LLC History Closed out 0 0 -11 -100.0% Q1 2026 Apr 29, 2026
Ritter Daniher Financial Advisory LLC / DE History Closed out 0 0 -10 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 04, 2026
Sunrise Financial Services, LLC History New 5 0 +5 New Q1 2026 Apr 29, 2026
SHP Wealth Management History Closed out 0 0 -4 -100.0% Q1 2026 May 08, 2026
JPL Wealth Management, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 01, 2026
Tower Research Capital LLC (TRC) History New 1 0 +1 New Q1 2026 May 15, 2026
ALBION FINANCIAL GROUP /UT History No change 10 0 0 0.0% Q1 2026 Apr 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 11 0 0 0.0% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 6 0 0 0.0% Q1 2026 May 13, 2026
Wealth Preservation Advisors, LLC History No change 11 0 0 0.0% Q1 2026 May 15, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1 0 0 0.0% Q1 2026 Apr 13, 2026
Kentucky Trust Co History No change 11 0 0 0.0% Q1 2026 Apr 17, 2026