iSHARES TRUST - IBB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 7,259,501 1,225,766 0.09% 0.08% 1 +707,343 10.8% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 5,122,689 864,966 0.37% 0.39% 2 -119,999 -2.29% Q1 2026 May 11, 2026
MORGAN STANLEY History Reduced 2,773,467 468,300 0.03% 0.03% 3 -430,659 -13.44% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,429,567 410,232 0.2% 0.16% 4 +296,106 13.88% Q1 2026 May 12, 2026
JPMORGAN CHASE & CO History Added to 2,460,954 398,330 0.03% 0.0% 5 +2,112,897 607.05% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,275,806 215,419 0.02% 0.02% 6 +71,760 5.96% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,226,668 207,122 0.06% 0.06% 7 +3,618 0.3% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,029,709 173,866 0.05% 0.05% 8 +35,398 3.56% Q1 2026 May 14, 2026
COMMERCE BANK History Added to 881,632 148,863 0.72% 0.77% 9 +55,938 6.77% Q1 2026 May 11, 2026
WELLS FARGO & COMPANY/MN History Added to 854,345 144,256 0.03% 0.02% 10 +97,919 12.94% Q1 2026 May 11, 2026
UBS Group AG History Reduced 819,304 138,339 0.02% 0.03% 11 -98,745 -10.76% Q1 2026 May 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 772,812 130,490 0.25% 0.07% 12 +549,780 246.5% Q1 2026 May 01, 2026
ROYAL BANK OF CANADA History Added to 737,128 124,464 0.02% 0.02% 13 +7,434 1.02% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 724,989 122,414 0.03% 0.05% 14 -267,810 -26.98% Q1 2026 May 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 676,334 114,198 0.01% 0.02% 15 -422,712 -38.46% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 666,343 112,512 0.15% 0.14% 16 +24,320 3.79% Q1 2026 Apr 27, 2026
Janney Montgomery Scott LLC History Added to 652,818 110,228 0.27% 0.24% 17 +33,268 5.37% Q1 2026 Apr 22, 2026
WestEnd Advisors, LLC History Added to 648,103 109,439 2.64% 2.47% 18 +18,436 2.93% Q1 2026 Apr 22, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 596,000 100,634 0.16% 0.17% 19 0 0.0% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 557,807 94,185 0.08% 0.35% 20 -917,200 -62.18% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 478,134 80,732 0.02% 0.03% 21 -193,807 -28.84% Q1 2026 May 14, 2026
Sofinnova Investments, Inc. History New 475,000 80,203 3.05% — 22 +475,000 New Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 389,056 65,692 0.04% 0.0% 23 +349,812 891.38% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 318,588 53,793 0.03% 0.03% 24 -6,394 -1.97% Q1 2026 May 08, 2026
Jefferies Financial Group Inc. History Added to 302,307 51,044 0.35% 0.26% 25 +1,849 0.62% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Reduced 269,905 45,573 0.01% 0.01% 26 -267,989 -49.82% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 226,236 38,199 0.02% 0.02% 27 +2,926 1.31% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 187,807 31,711 0.0% 0.01% 28 -250,744 -57.18% Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Added to 157,318 26,564 0.02% 0.02% 29 +1,898 1.22% Q1 2026 May 12, 2026
Cornerstone Advisors, LLC History Added to 148,027 24,994 0.92% 0.5% 30 +59,007 66.29% Q1 2026 May 08, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 142,013 23,978 5.94% 6.18% 31 -8,490 -5.64% Q1 2026 Apr 22, 2026
Rockefeller Capital Management L.P. History Reduced 136,949 23,124 0.04% 0.04% 32 -10,758 -7.28% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 132,371 22,350 0.03% 0.03% 33 -15,276 -10.35% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Added to 128,530 21,702 0.02% 0.02% 34 +10,994 9.35% Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 127,398 21,511 0.1% 0.14% 35 -167,603 -56.81% Q1 2026 May 14, 2026
Focus Partners Wealth History Reduced 123,319 20,822 0.02% 0.02% 36 -253 -0.2% Q1 2026 May 14, 2026
ALBION FINANCIAL GROUP /UT History Added to 120,147 20,286 1.31% 1.26% 37 +410 0.34% Q1 2026 Apr 27, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 116,115 19,606 1.03% 1.38% 38 0 0.0% Q1 2026 Apr 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 115,088 19,436 0.0% 0.0% 39 -488 -0.42% Q1 2026 May 15, 2026
Erste Asset Management GmbH History No change 102,330 17,300 0.16% 0.15% 40 0 0.0% Q1 2026 May 11, 2026
MML INVESTORS SERVICES, LLC History Reduced 98,967 16,710 0.05% 0.05% 41 -15,716 -13.7% Q1 2026 May 04, 2026
INVESTMENT HOUSE LLC History Reduced 97,654 16,488 0.86% 0.79% 42 -263 -0.27% Q1 2026 Apr 29, 2026
CANADA LIFE ASSURANCE Co History Reduced 95,165 16,153 0.03% 0.03% 43 -1,908 -1.97% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 95,031 16,054 0.02% 0.02% 44 +2,130 2.29% Q1 2026 May 15, 2026
Volterra Technologies LP History Added to 85,122 14,372 1.75% 0.38% 45 +62,622 278.32% Q1 2026 May 14, 2026
MAI Capital Management History Added to 81,832 13,817 0.08% 0.08% 46 +1,371 1.7% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 76,710 12,952 0.03% 0.03% 47 +2,681 3.62% Q1 2026 May 06, 2026
APPLETON PARTNERS INC/MA History Added to 74,010 12,497 0.87% 0.82% 48 +110 0.15% Q1 2026 Apr 28, 2026
Creative Planning History Added to 72,434 12,230 0.01% 0.01% 49 +4,816 7.12% Q1 2026 May 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,000 11,988 0.13% 0.12% 50 0 0.0% Q1 2026 May 05, 2026
HighTower Advisors, LLC History Added to 70,904 11,972 0.01% 0.01% 51 +385 0.55% Q1 2026 May 05, 2026
Cerity Partners LLC History Added to 69,763 11,779 0.02% 0.01% 52 +21,881 45.7% Q1 2026 May 15, 2026
Bronte Capital Management Pty Ltd. History Reduced 69,265 11,695 1.16% 1.22% 53 -3,085 -4.26% Q1 2026 Apr 27, 2026
CUMBERLAND ADVISORS INC History Reduced 63,758 10,765 4.21% 4.11% 54 -475 -0.74% Q1 2026 Apr 27, 2026
DAFNA Capital Management LLC History Reduced 62,095 10,484 2.38% 2.67% 55 -6,000 -8.81% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 62,078 10,481 0.01% 0.01% 56 +4,533 7.88% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 62,066 10,479 0.06% 0.06% 57 +10,322 19.95% Q1 2026 May 15, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 61,497 10,383 0.93% 1.07% 58 -248 -0.4% Q1 2026 Apr 23, 2026
Apella Capital, LLC History Added to 57,940 10,235 0.15% 0.19% 59 +346 0.6% Q1 2026 Apr 20, 2026
Tradition Wealth Management, LLC History Added to 60,161 10,158 0.72% 0.7% 60 +2,577 4.48% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 57,394 9,387 0.01% 0.01% 61 -508,073 -89.85% Q1 2026 May 15, 2026
NTV ASSET MANAGEMENT LLC History Added to 54,464 9,196 1.01% 0.97% 62 +231 0.43% Q1 2026 Apr 28, 2026
Independent Advisor Alliance History New 54,284 9,165 0.1% — 63 +54,284 New Q1 2026 May 12, 2026
BROWN ADVISORY INC History Reduced 53,703 9,067 0.01% 0.01% 64 -309 -0.57% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 52,531 8,937 0.01% 0.01% 65 +5,625 11.99% Q1 2026 May 05, 2026
Virtue Capital Management, LLC History Added to 54,595 8,838 1.34% 1.39% 66 +1,181 2.21% Q1 2026 May 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 51,481 8,692 0.11% 0.12% 67 -4,428 -7.92% Q1 2026 May 15, 2026
Humankind Investments LLC History Reduced 50,000 8,442 4.82% 4.13% 68 -4,500 -8.26% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 48,738 8,229 0.04% 0.04% 69 +6,310 14.87% Q1 2026 Apr 15, 2026
Summit Financial, LLC History Added to 48,168 8,133 0.1% 0.1% 70 +7,506 18.46% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 47,461 8,013 0.03% 0.03% 71 +5,155 12.19% Q1 2026 Apr 30, 2026
Sanctuary Advisors, LLC History Added to 45,881 7,747 0.04% 0.04% 72 +6,112 15.37% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 45,147 7,623 0.02% 0.03% 73 -23,568 -34.3% Q1 2026 Apr 30, 2026
FORBES J M & CO LLP History Reduced 43,687 7,376 0.62% 0.6% 74 -13 -0.03% Q1 2026 Apr 16, 2026
Mariner, LLC History Added to 43,563 7,355 0.01% 0.01% 75 +4,663 11.99% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History No change 44,450 7,194 0.01% 0.01% 76 0 0.0% Q1 2026 Apr 22, 2026
NEVILLE RODIE & SHAW INC History Reduced 41,889 7,073 0.51% 0.5% 77 -270 -0.64% Q1 2026 Apr 01, 2026
SP Asset Management LLC History Reduced 41,573 7,019 0.62% 0.56% 78 -762 -1.8% Q1 2026 May 06, 2026
FIRST INTERSTATE BANK History Added to 41,082 6,936 0.39% 0.31% 79 +6,465 18.68% Q1 2026 Apr 29, 2026
Concurrent Investment Advisors, LLC History Added to 40,332 6,810 0.07% 0.07% 80 +4,643 13.01% Q1 2026 Apr 20, 2026
LM Advisors LLC History No change 1,109 6,569 0.1% 0.12% 81 0 0.0% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Added to 37,939 6,405 0.03% 0.03% 82 +1,557 4.28% Q1 2026 May 08, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 37,787 6,380 0.59% 0.54% 83 -320 -0.84% Q1 2026 Apr 30, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 37,499 6,331 0.69% 0.64% 84 +2,654 7.62% Q1 2026 Apr 16, 2026
Quantitative Investment Management, LLC History New 37,419 6,318 0.66% — 85 +37,419 New Q1 2026 May 15, 2026
EQUITABLE TRUST CO History New 37,298 6,297 0.29% — 86 +37,298 New Q1 2026 Apr 30, 2026
Quadrature Capital Ltd History New 36,872 6,225 0.07% — 87 +36,872 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 36,363 6,139 0.0% 0.0% 88 +402 1.12% Q1 2026 May 13, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 36,081 6,092 0.42% 0.41% 89 -23 -0.06% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 35,945 6,069 0.16% 0.08% 90 +17,217 91.93% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 35,873 6,057 0.13% 0.08% 91 +15,387 75.11% Q1 2026 Apr 13, 2026
Williams Jones Wealth Management, LLC. History Reduced 35,217 5,946 0.07% 0.07% 92 -300 -0.84% Q1 2026 May 05, 2026
BEARING POINT CAPITAL, LLC History Reduced 35,219 5,946 0.93% 0.94% 93 -235 -0.66% Q1 2026 May 07, 2026
Miller Investment Management, LP History Reduced 35,093 5,925 0.59% 0.62% 94 -2,353 -6.28% Q1 2026 May 08, 2026
Michelson Medical Research Foundation, Inc. History No change 35,095 5,925 6.02% 5.94% 95 0 0.0% Q1 2026 May 15, 2026
Addison Capital Co History Added to 33,045 5,579 0.99% 1.2% 96 +4,569 16.05% Q1 2026 Apr 29, 2026
Equitable Holdings, Inc. History Added to 33,007 5,570 0.04% 0.03% 97 +9,715 41.71% Q1 2026 May 15, 2026
J. Goldman & Co LP History Reduced 32,301 5,454 0.16% 0.18% 98 -7,699 -19.25% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Reduced 32,284 5,451 0.13% 0.15% 99 -3,483 -9.74% Q1 2026 May 11, 2026
Colonial Trust Advisors History Reduced 31,947 5,394 0.42% 0.42% 100 -1,439 -4.31% Q1 2026 May 12, 2026
Howard Capital Management Group, LLC History Reduced 29,183 4,927 0.33% 0.35% 101 -3,369 -10.35% Q1 2026 Apr 15, 2026
Gladstone Institutional Advisory LLC History Reduced 29,057 4,906 0.18% 0.45% 102 -41,971 -59.09% Q1 2026 May 14, 2026
Crescent Grove Advisors, LLC History Reduced 28,392 4,794 0.46% 0.44% 103 -6 -0.02% Q1 2026 May 06, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 28,186 4,759 2.23% 1.82% 104 +4,833 20.7% Q1 2026 Apr 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 29,592 4,722 0.01% 0.01% 105 -9,132 -23.58% Q1 2026 Apr 08, 2026
Blume Capital Management, Inc. History Reduced 27,488 4,641 0.79% 0.91% 106 -2,150 -7.25% Q1 2026 May 01, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 27,437 4,632 0.1% 0.11% 107 -838 -2.96% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 27,352 4,618 0.01% 0.01% 108 +14,097 106.35% Q1 2026 May 01, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 28,698 4,604 0.0% 0.0% 109 +4,785 20.01% Q1 2026 May 15, 2026
Concord Investment Counsel Inc. History Reduced 27,238 4,599 1.55% 1.51% 110 -282 -1.02% Q1 2026 May 12, 2026
Private Advisor Group, LLC History Added to 27,200 4,592 0.02% 0.02% 111 +800 3.03% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History Added to 26,714 4,510 0.05% 0.06% 112 +3,734 16.25% Q1 2026 Apr 23, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 25,620 4,325 2.35% 2.58% 113 -3,167 -11.0% Q1 2026 Apr 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 24,947 4,212 0.02% 0.01% 114 +1,384 5.87% Q1 2026 Apr 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 24,149 4,077 0.0% 0.0% 115 +1,883 8.46% Q1 2026 May 07, 2026
ASSOCIATED BANC-CORP History Reduced 24,133 4,074 0.11% 0.11% 116 -1,550 -6.04% Q1 2026 May 01, 2026
Militia Capital Management LLC History New 24,100 4,069 0.92% — 117 +24,100 New Q1 2026 May 13, 2026
Chesley Taft & Associates LLC History Reduced 23,808 4,019 0.17% 0.18% 118 -2,599 -9.84% Q1 2026 Apr 13, 2026
Kera Capital Partners, Inc. History Added to 23,623 3,988 0.49% 0.49% 119 +571 2.48% Q1 2026 May 06, 2026
NBT BANK N A /NY History Reduced 23,588 3,982 0.26% 0.27% 120 -1,049 -4.26% Q1 2026 Apr 28, 2026
Analyst IMS Investment Management Services Ltd. History No change 23,207 3,918 0.12% 0.11% 121 0 0.0% Q1 2026 Apr 23, 2026
Waverly Advisors, LLC History Reduced 22,971 3,878 0.03% 0.03% 122 -215 -0.93% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 22,860 3,858 0.02% 0.02% 123 0 0.0% Q4 2025 Feb 17, 2026
COFG Advisors, LLC History Added to 22,632 3,821 0.94% 0.94% 124 +16 0.07% Q1 2026 May 11, 2026
Gotham Asset Management, LLC History New 22,605 3,816 0.01% — 125 +22,605 New Q1 2026 May 15, 2026
MARVIN & PALMER ASSOCIATES INC History Reduced 21,824 3,684 4.41% 5.03% 126 -20,395 -48.31% Q1 2026 May 08, 2026
Baird Financial Group, Inc. History Reduced 21,378 3,609 0.01% 0.01% 127 -11,739 -35.45% Q1 2026 May 14, 2026
Eagle Strategies LLC History Added to 21,137 3,569 0.43% 0.26% 128 +8,851 72.04% Q1 2026 Apr 20, 2026
CIBC Private Wealth Group LLC History No change 21,114 3,563 0.01% 0.01% 129 0 0.0% Q4 2025 Feb 12, 2026
MARTIN & CO INC /TN/ History Added to 21,006 3,546 0.6% 0.6% 130 +257 1.24% Q1 2026 May 13, 2026
FLOW TRADERS U.S. LLC History Added to 20,708 3,497 0.11% 0.04% 131 +13,701 195.53% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 20,341 3,434 0.0% — 132 +20,341 New Q1 2026 May 12, 2026
BNC WEALTH MANAGEMENT, LLC History Added to 20,239 3,417 0.95% 0.48% 133 +9,057 81.0% Q1 2026 Apr 13, 2026
Fischer Financial Services, Inc. History Reduced 20,162 3,404 1.14% 0.91% 134 -159 -0.78% Q1 2026 Apr 28, 2026
Marion Wealth Management History Reduced 20,141 3,400 0.75% 0.82% 135 -912 -4.33% Q1 2026 May 12, 2026
FRG Family Wealth Advisors LLC History Reduced 20,079 3,390 0.56% 0.56% 136 -1,380 -6.43% Q1 2026 Apr 24, 2026
NORTHERN TRUST CORP History Reduced 19,975 3,372 0.0% 0.0% 137 -344 -1.69% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 19,892 3,358 0.01% 0.01% 138 +4,939 33.03% Q1 2026 May 15, 2026
Perkins Coie Trust Co History Added to 19,855 3,352 0.64% 0.62% 139 +180 0.91% Q1 2026 Apr 15, 2026
Coastal Bridge Advisors, LLC History Added to 19,737 3,332 0.24% 0.23% 140 +1,178 6.35% Q1 2026 May 14, 2026
&PARTNERS History Added to 19,624 3,313 0.02% 0.02% 141 +413 2.15% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 19,363 3,269 0.02% 0.01% 142 +12,460 180.5% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 18,747 3,165 0.01% 0.01% 143 -102 -0.54% Q1 2026 Apr 24, 2026
PINNACLE ASSOCIATES LTD History Reduced 18,467 3,118 0.04% 0.04% 144 -114 -0.61% Q1 2026 Apr 21, 2026
FMR LLC History Added to 18,435 3,112 0.0% 0.0% 145 +2,424 15.14% Q1 2026 May 15, 2026
Westside Investment Management, Inc. History Added to 18,326 3,095 0.47% 0.49% 146 +356 1.98% Q1 2026 May 04, 2026
WealthCare Investment Partners, LLC History Added to 18,315 3,035 0.84% 0.71% 147 +3,959 27.58% Q1 2026 Apr 08, 2026
Integrated Wealth Concepts LLC History Reduced 17,895 3,021 0.02% 0.04% 148 -848 -4.52% Q1 2026 May 15, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 17,570 2,966 0.22% 0.13% 149 +6,740 62.23% Q1 2026 May 07, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 17,349 2,929 0.0% 0.01% 150 -81,799 -82.5% Q1 2026 May 15, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 17,120 2,890 2.17% 2.28% 151 -1,207 -6.59% Q1 2026 Apr 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 16,973 2,866 0.02% 0.02% 152 -1,248 -6.85% Q1 2026 May 15, 2026
Greenline Partners, LLC History No change 16,847 2,844 0.31% 0.33% 153 0 0.0% Q1 2026 May 15, 2026
ArchPoint Investors History No change 16,750 2,828 0.67% 0.67% 154 0 0.0% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 16,681 2,816 0.03% 0.03% 155 +808 5.09% Q1 2026 May 05, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 16,464 2,779 0.16% 0.15% 156 +1,303 8.59% Q1 2026 Apr 17, 2026
Point72 Asset Management, L.P. History Reduced 16,300 2,752 0.0% 0.01% 157 -17,200 -51.34% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History No change 16,280 2,748 0.06% 0.05% 158 0 0.0% Q1 2026 Apr 14, 2026
US BANCORP \DE\ History Added to 16,249 2,743 0.0% 0.0% 159 +1,792 12.4% Q1 2026 May 14, 2026
Destiny Wealth Partners, LLC History Reduced 16,234 2,741 0.3% 0.33% 160 -60 -0.37% Q1 2026 May 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 16,046 2,709 0.06% 0.06% 161 +240 1.52% Q1 2026 May 15, 2026
BTG Pactual Asset Management US LLC History Added to 15,997 2,701 0.23% 0.2% 162 +21 0.13% Q1 2026 May 14, 2026
SIH Partners, LLLP History New 15,884 2,682 0.04% — 164 +15,884 New Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Added to 15,885 2,682 0.03% 0.02% 163 +4,160 35.48% Q1 2026 May 12, 2026
Atlantic Union Bankshares Corp History Reduced 15,801 2,667 0.05% 0.05% 165 -472 -2.9% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 15,682 2,646 0.05% 0.05% 166 0 0.0% Q4 2025 Feb 06, 2026
Clark Capital Management Group, Inc. History Added to 15,502 2,617 0.02% 0.01% 167 +4,181 36.93% Q1 2026 May 15, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 15,426 2,604 0.15% 0.14% 168 -405 -2.56% Q1 2026 Apr 13, 2026
Choate Investment Advisors History No change 15,352 2,592 0.05% 0.05% 169 0 0.0% Q1 2026 May 13, 2026
Audent Global Asset Management, LLC History Reduced 15,185 2,563 2.56% 2.63% 170 -9,432 -38.31% Q1 2026 May 06, 2026
Avalon Trust Co History Reduced 15,025 2,536 0.17% 0.18% 171 -1,200 -7.4% Q1 2026 May 06, 2026
Snider Financial Group History Reduced 15,000 2,532 0.76% 1.12% 172 -10,000 -40.0% Q1 2026 Apr 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 14,981 2,529 0.07% 0.07% 173 -2,405 -13.83% Q1 2026 Apr 21, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 14,900 2,515 0.0% — 174 +14,900 New Q1 2026 May 15, 2026
Central Pacific Bank - Trust Division History No change 14,830 2,504 0.32% 0.31% 175 0 0.0% Q1 2026 Apr 07, 2026
BLAIR WILLIAM & CO/IL History Added to 14,777 2,495 0.01% 0.01% 176 +3,101 26.56% Q1 2026 May 08, 2026
COMERICA BANK History No change 14,730 2,485 0.01% 0.01% 177 0 0.0% Q4 2025 Jan 29, 2026
ANDERSON HOAGLAND & CO History Reduced 14,638 2,471 0.21% 0.26% 178 -3,000 -17.01% Q1 2026 Apr 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 14,616 2,467 0.11% — 179 +14,616 New Q1 2026 Apr 15, 2026
Viewpoint Capital Management LLC History Added to 14,486 2,445 1.14% 1.01% 180 +650 4.7% Q1 2026 Apr 17, 2026
Aster Capital Management (DIFC) Ltd History Added to 18,851 2,411 0.79% 0.53% 181 +11,641 161.46% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History No change 14,167 2,392 0.0% 0.0% 182 0 0.0% Q1 2026 May 13, 2026
FAS Wealth Partners, Inc. History No change 14,114 2,382 0.15% 0.15% 183 0 0.0% Q4 2025 Feb 18, 2026
Empirical Asset Management, LLC History Reduced 13,997 2,363 0.62% 0.67% 184 -35 -0.25% Q1 2026 May 11, 2026
Crestwood Advisors Group, LLC History Reduced 13,886 2,343 0.04% 0.04% 185 -325 -2.29% Q1 2026 May 05, 2026
1ST SOURCE BANK History Reduced 13,812 2,332 0.12% 0.13% 186 -383 -2.7% Q1 2026 May 04, 2026
STRATEGIC ADVISORY PARTNERS, LLC History Reduced 13,795 2,329 1.83% 4.09% 187 -15,440 -52.81% Q1 2026 Apr 16, 2026
Arcadia Wealth Management, Inc. History Reduced 13,789 2,328 1.26% 1.43% 188 -950 -6.45% Q1 2026 May 14, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 13,742 2,320 0.08% 0.08% 189 -205 -1.47% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 13,732 2,318 0.0% 0.0% 190 +945 7.39% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 13,498 2,296 0.02% 0.02% 191 +4,424 48.75% Q1 2026 Apr 07, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 13,449 2,270 0.0% 0.0% 192 +525 4.06% Q1 2026 May 14, 2026
Martin Capital Advisors, LLP History Reduced 13,419 2,265 1.43% 1.39% 193 -600 -4.28% Q1 2026 May 05, 2026
CENTRAL TRUST Co History Reduced 13,389 2,260 0.04% 0.05% 194 -353 -2.57% Q1 2026 Apr 17, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 13,295 2,245 0.49% 0.48% 195 -225 -1.66% Q1 2026 Apr 14, 2026
SG Americas Securities, LLC History Reduced 13,260 2,239 0.0% 0.01% 197 -28,984 -68.61% Q1 2026 Apr 16, 2026
LEUTHOLD GROUP, LLC History Reduced 13,262 2,239 0.24% 0.33% 196 -4,926 -27.08% Q1 2026 May 06, 2026
Wealthfront Advisers LLC History Added to 13,235 2,234 0.0% 0.0% 198 +340 2.64% Q1 2026 May 05, 2026
Intellectus Partners, LLC History Reduced 13,100 2,211 0.45% 0.43% 199 -48 -0.37% Q1 2026 Apr 10, 2026
New England Private Wealth Advisors LLC History Added to 13,080 2,208 0.25% 0.27% 200 +8 0.06% Q1 2026 May 08, 2026
Main Street Financial Solutions, LLC History No change 12,932 2,182 0.16% 0.16% 201 0 0.0% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History No change 12,840 2,168 0.06% 0.07% 202 0 0.0% Q1 2026 May 04, 2026
Traynor Capital Management, Inc. History Added to 13,287 2,150 0.13% 0.1% 203 +1,654 14.22% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 12,659 2,137 0.17% 0.17% 204 -708 -5.3% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 12,534 2,116 0.0% 0.0% 205 +690 5.83% Q1 2026 May 05, 2026
Lido Advisors, LLC History Reduced 12,350 2,085 0.01% 0.01% 206 -20,288 -62.16% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 12,181 2,056 0.01% 0.01% 207 +2,811 30.0% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Reduced 12,112 2,045 0.03% 0.04% 209 -3,345 -21.64% Q1 2026 May 15, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 12,115 2,045 1.16% 1.29% 208 -87 -0.71% Q1 2026 May 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 12,001 2,026 0.06% 0.05% 210 +667 5.88% Q1 2026 Apr 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 11,893 2,023 0.03% 0.03% 211 -337 -2.76% Q1 2026 May 06, 2026
World Investment Advisors History Added to 11,959 2,019 0.03% 0.03% 212 +106 0.89% Q1 2026 Apr 27, 2026
WESBANCO BANK INC History No change 11,647 1,966 0.05% 0.05% 213 0 0.0% Q1 2026 Apr 21, 2026
Bellwether Advisors, LLC History Reduced 11,587 1,956 0.33% 0.31% 214 -35 -0.3% Q1 2026 May 12, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 11,411 1,925 0.41% 0.41% 215 0 0.0% Q4 2025 Feb 17, 2026
BURNS J W & CO INC/NY History Reduced 11,234 1,896 0.22% 0.22% 216 -730 -6.1% Q1 2026 Apr 17, 2026
Composition Wealth, LLC History Reduced 11,161 1,884 0.03% 0.03% 217 -1,856 -14.26% Q1 2026 Apr 08, 2026
Arkadios Wealth Advisors History Added to 10,978 1,853 0.03% 0.04% 218 +55 0.5% Q1 2026 May 18, 2026
Wagner Wealth Management, Corp History New 10,820 1,826 1.64% — 219 +10,820 New Q1 2026 May 05, 2026
Novak & Powell Financial Services, Inc. History Added to 10,797 1,823 0.98% 0.95% 220 +14 0.13% Q1 2026 May 14, 2026
Militia Capital Partners, LP History No change 10,800 1,822 0.69% 0.69% 221 0 0.0% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History Reduced 10,759 1,818 0.01% 0.01% 222 -144 -1.32% Q1 2026 May 14, 2026
Belpointe Asset Management LLC History Reduced 10,438 1,762 0.06% 0.08% 223 -2,888 -21.67% Q1 2026 Apr 28, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 10,386 1,753 0.06% 0.06% 224 +173 1.69% Q1 2026 May 06, 2026
Dakota Wealth Management History Added to 10,342 1,746 0.04% 0.01% 225 +6,930 203.11% Q1 2026 May 07, 2026
SCOTIA CAPITAL INC. History Reduced 10,307 1,740 0.01% 0.01% 226 -68 -0.66% Q1 2026 May 13, 2026
GARRISON POINT ADVISORS, LLC History Reduced 10,103 1,705 0.78% 0.76% 227 -100 -0.98% Q1 2026 May 12, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 10,061 1,698 0.82% 0.85% 228 -167 -1.63% Q1 2026 May 15, 2026
Sigma Planning Corp History Added to 10,031 1,693 0.05% 0.03% 229 +3,766 60.11% Q1 2026 May 04, 2026
Fairvoy Private Wealth, LLC History New 9,965 1,682 0.4% — 230 +9,965 New Q1 2026 Apr 20, 2026
Canton Hathaway, LLC History No change 9,961 1,681 0.34% 0.32% 231 0 0.0% Q1 2026 Apr 24, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 9,910 1,673 0.02% 0.03% 232 -955 -8.79% Q1 2026 May 13, 2026
Blue Fin Capital, Inc. History No change 9,894 1,669 0.26% 0.26% 233 0 0.0% Q4 2025 Jan 23, 2026
Cannell & Spears LLC History Reduced 9,843 1,661 0.03% 0.03% 234 -87 -0.88% Q1 2026 May 15, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 9,813 1,656 0.12% 0.11% 235 +449 4.79% Q1 2026 Apr 28, 2026
Avior Wealth Management, LLC History Added to 9,707 1,639 0.05% 0.04% 236 +2,170 28.79% Q1 2026 Apr 09, 2026
Stratos Wealth Partners, LTD. History Added to 9,455 1,596 0.02% 0.01% 237 +2,907 44.4% Q1 2026 Apr 28, 2026
RS CRUM INC. History No change 9,451 1,595 0.31% 0.32% 238 0 0.0% Q1 2026 Apr 15, 2026
NewEdge Wealth, LLC History Added to 9,391 1,585 0.02% 0.02% 239 +55 0.59% Q1 2026 May 13, 2026
Telos Capital Management, Inc. History Reduced 9,298 1,569 0.15% 0.15% 240 -531 -5.4% Q1 2026 Apr 16, 2026
White Lighthouse Investment Management Inc. History Added to 9,275 1,566 0.22% 0.22% 241 +4 0.04% Q1 2026 May 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 9,248 1,561 0.92% 1.05% 242 -459 -4.73% Q1 2026 May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 9,175 1,549 0.02% 0.02% 243 0 0.0% Q1 2026 May 15, 2026
Moors & Cabot, Inc. History No change 9,041 1,526 0.07% 0.07% 244 0 0.0% Q1 2026 May 08, 2026
Wealthcare Advisory Partners LLC History Added to 8,910 1,504 0.03% 0.03% 245 +128 1.46% Q1 2026 Apr 14, 2026
Acropolis Investment Management, LLC History No change 8,902 1,503 0.07% 0.07% 246 0 0.0% Q1 2026 Apr 09, 2026
Colonial Trust Co / SC History Reduced 8,802 1,486 0.2% 0.2% 247 -200 -2.22% Q1 2026 May 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 8,747 1,476 0.09% 0.1% 248 -329 -3.62% Q1 2026 Apr 14, 2026
City State Bank History Added to 8,747 1,476 0.38% 0.4% 249 +165 1.92% Q1 2026 Apr 20, 2026
Stegent Equity Advisors, Inc. History Reduced 8,726 1,473 1.26% 1.16% 250 -119 -1.35% Q1 2026 Apr 24, 2026
Biltmore Family Office, LLC History No change 8,704 1,469 0.21% 0.2% 251 0 0.0% Q1 2026 May 11, 2026
Arrowroot Family Office, LLC History Reduced 8,689 1,467 0.48% 0.66% 252 -2,145 -19.8% Q1 2026 May 15, 2026
Sanchez Gaunt Capital Management, LLC History New 8,546 1,443 0.9% — 253 +8,546 New Q1 2026 Apr 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 8,454 1,427 0.03% 0.05% 255 +2,239 36.03% Q1 2026 Apr 27, 2026
Capital Investment Advisors, LLC History Reduced 8,455 1,427 0.02% 0.02% 254 -145 -1.69% Q1 2026 Apr 17, 2026
Apollon Wealth Management, LLC History Reduced 8,406 1,419 0.02% 0.02% 256 -50 -0.59% Q1 2026 Apr 22, 2026
Beaumont Financial Advisors, LLC History Added to 8,397 1,417 0.1% 0.09% 257 +90 1.08% Q1 2026 May 05, 2026
Vestmark Advisory Solutions, Inc. History Added to 8,360 1,411 0.02% 0.01% 258 +2,203 35.78% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 8,300 1,401 0.0% 0.02% 259 -62,984 -88.36% Q1 2026 May 08, 2026
HOEY INVESTMENTS, INC History Added to 8,263 1,395 0.2% 0.1% 260 +3,755 83.3% Q1 2026 Apr 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 8,255 1,393 0.0% 0.0% 261 +240 2.99% Q1 2026 May 15, 2026
Busey Bank History Reduced 8,223 1,388 0.04% 0.04% 262 -113 -1.36% Q1 2026 Apr 28, 2026
Chicago Partners Investment Group LLC History Reduced 7,862 1,370 0.03% 0.03% 263 -19 -0.24% Q1 2026 May 04, 2026
BigSur Wealth Management LLC History Reduced 8,050 1,359 0.38% 0.34% 264 -200 -2.42% Q1 2026 Apr 22, 2026
Endowment Wealth Management, Inc. History Added to 8,003 1,351 0.6% 0.55% 265 +930 13.15% Q1 2026 May 08, 2026
Finer Wealth Management, Inc. History Reduced 7,987 1,348 0.68% 0.82% 266 -2,085 -20.7% Q1 2026 May 12, 2026
Lighthouse Financial LLC History Added to 7,860 1,327 0.8% 0.33% 267 +4,850 161.13% Q1 2026 May 13, 2026
FIL Ltd History Reduced 7,815 1,319 0.0% 0.0% 268 -1,432 -15.49% Q1 2026 May 15, 2026
Magnus Financial Group LLC History Added to 7,792 1,315 0.11% 0.09% 269 +1,124 16.86% Q1 2026 Apr 10, 2026
Signature Wealth Management Partners, LLC History Added to 7,655 1,292 0.65% 0.63% 270 +135 1.8% Q1 2026 Apr 21, 2026
Tudor Financial Inc. History Added to 7,487 1,264 0.65% 0.64% 271 +100 1.35% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Added to 7,454 1,258 0.02% 0.02% 272 +154 2.11% Q1 2026 Apr 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 7,439 1,255 0.01% 0.01% 273 +100 1.36% Q1 2026 May 05, 2026
Milestone Investment Advisors LLC History Added to 7,337 1,238 0.3% 0.29% 274 +150 2.09% Q1 2026 May 05, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 7,302 1,232 0.08% 0.07% 275 -38 -0.52% Q1 2026 May 04, 2026
Shulman DeMeo Asset Management LLC History Reduced 7,248 1,223 0.26% 0.28% 276 -54 -0.74% Q1 2026 Apr 09, 2026
PARK AVENUE SECURITIES LLC History Added to 7,214 1,218 0.01% 0.01% 277 +705 10.83% Q1 2026 Apr 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 7,176 1,211 0.01% 0.01% 278 +615 9.37% Q1 2026 Apr 20, 2026
Merit Financial Group, LLC History Added to 7,170 1,210 0.01% 0.01% 279 +1,527 27.06% Q1 2026 Apr 15, 2026
Qube Research & Technologies Ltd History Added to 6,997 1,181 0.0% 0.0% 280 +5,831 500.09% Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History Added to 6,939 1,171 0.03% 0.03% 281 +1,029 17.41% Q1 2026 May 14, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 6,750 1,139 0.15% 0.18% 282 0 0.0% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Reduced 6,717 1,134 0.01% 0.0% 283 -104 -1.52% Q1 2026 May 14, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 6,694 1,130 0.74% 0.72% 284 +113 1.72% Q1 2026 Apr 21, 2026
RAELIPSKIE PARTNERSHIP History Reduced 6,675 1,127 0.48% 0.62% 285 -2,085 -23.8% Q1 2026 Apr 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 6,595 1,113 0.02% 0.02% 286 -20 -0.3% Q1 2026 Apr 15, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 6,531 1,102 0.05% 0.05% 287 -26 -0.4% Q1 2026 May 14, 2026
O'ROURKE & COMPANY, Inc History Reduced 6,521 1,101 0.44% 0.44% 288 -132 -1.98% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Added to 6,503 1,098 0.01% 0.01% 289 +449 7.42% Q1 2026 May 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 6,489 1,095 0.0% 0.0% 290 +6,174 1960.0% Q1 2026 May 13, 2026
WEBSTER BANK, N. A. History Reduced 6,466 1,091 0.1% 0.1% 291 -10 -0.15% Q1 2026 Apr 17, 2026
Brookstone Capital Management History Reduced 6,449 1,088 0.01% 0.02% 292 -5,586 -46.41% Q1 2026 Apr 16, 2026
Strategic Blueprint, LLC History New 6,439 1,087 0.06% — 293 +6,439 New Q1 2026 Apr 29, 2026
PROFFITT & GOODSON INC History Reduced 6,330 1,068 0.16% 0.15% 294 -27 -0.42% Q1 2026 May 06, 2026
Florin Court Capital LLP History Reduced 6,300 1,063 4.01% 7.07% 295 -23,800 -79.07% Q1 2026 May 06, 2026
Essex Financial Services, Inc. History Reduced 6,285 1,061 0.06% 0.06% 296 -27 -0.43% Q1 2026 Apr 24, 2026
Pathstone Holdings, LLC History Added to 6,237 1,053 0.0% 0.0% 297 +1 0.02% Q1 2026 May 11, 2026
Focus Financial Network, Inc. History Reduced 6,220 1,050 0.04% 0.04% 298 -851 -12.04% Q1 2026 Apr 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 6,214 1,049 0.27% 0.27% 299 +299 5.05% Q1 2026 Apr 29, 2026
SteelPeak Wealth, LLC History Added to 6,212 1,048 0.03% 0.03% 300 +23 0.37% Q1 2026 May 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 6,200 1,046 0.0% 0.01% 301 -20,200 -76.52% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History Added to 6,197 1,046 0.01% 0.01% 302 +448 7.79% Q1 2026 May 05, 2026
CWM, LLC History Added to 6,194 1,045 0.0% 0.0% 303 +20 0.32% Q1 2026 May 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 6,183 1,044 0.01% 0.02% 304 -182 -2.86% Q1 2026 May 01, 2026
Modera Wealth Management, LLC History Added to 6,124 1,034 0.01% 0.01% 306 +34 0.56% Q1 2026 May 06, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 6,125 1,034 0.02% 0.02% 305 0 0.0% Q1 2026 Apr 30, 2026
Raleigh Capital Management Inc. History Added to 6,047 1,020 0.35% 0.37% 307 +4 0.07% Q1 2026 Apr 28, 2026
Encore Global Management, LP History New 6,000 1,013 0.71% — 308 +6,000 New Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Added to 5,877 992 0.0% 0.0% 309 +499 9.28% Q1 2026 May 14, 2026
Ascent Group, LLC History Reduced 5,756 971 0.03% 0.03% 310 -153 -2.59% Q1 2026 May 15, 2026
Kessler Investment Group, LLC History Reduced 5,714 964 0.46% 1.2% 311 -11,154 -66.13% Q1 2026 Apr 10, 2026
Brendel Financial Advisors LLC History New 5,676 958 0.47% — 312 +5,676 New Q1 2026 Apr 15, 2026
Sound View Wealth Advisors Group, LLC History Reduced 5,666 956 0.07% 0.06% 313 -46 -0.81% Q1 2026 May 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,628 950 0.01% 0.01% 314 0 0.0% Q1 2026 May 14, 2026
MEANS INVESTMENT CO., INC. History Reduced 5,588 943 0.08% 0.08% 315 -166 -2.88% Q1 2026 Apr 24, 2026
XTX Topco Ltd History Reduced 5,564 939 0.02% 0.07% 316 -9,728 -63.61% Q1 2026 May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 5,545 936 0.06% 0.07% 317 -124 -2.19% Q1 2026 Apr 21, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 5,540 935 0.13% 0.13% 318 0 0.0% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 5,503 929 0.04% 0.03% 319 +1,574 40.06% Q1 2026 Apr 28, 2026
Knott David M Jr History No change 5,500 928 0.55% 0.43% 320 0 0.0% Q1 2026 May 14, 2026
BAILARD, INC. History Reduced 5,462 922 0.02% 0.02% 321 -101 -1.82% Q1 2026 May 11, 2026
KKM Financial LLC History No change 5,456 920 0.16% 0.16% 322 0 0.0% Q1 2026 May 15, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 5,419 914 0.28% 0.31% 323 -83 -1.51% Q1 2026 May 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 5,408 913 0.07% 0.06% 324 +563 11.62% Q1 2026 May 06, 2026
Cassaday & Co Wealth Management LLC History Reduced 5,383 908 0.02% 0.02% 325 -153 -2.76% Q1 2026 May 07, 2026
BlackRock, Inc. History Added to 5,374 907 0.0% 0.0% 326 +1,157 27.44% Q1 2026 May 13, 2026
DEARBORN PARTNERS LLC History Added to 5,362 905 0.05% 0.05% 327 +1 0.02% Q1 2026 May 12, 2026
Cladis Investment Advisory, LLC History Reduced 5,275 890 0.49% 0.5% 328 -100 -1.86% Q1 2026 May 15, 2026
OneDigital Investment Advisors LLC History Reduced 5,260 888 0.01% 0.01% 329 -160 -2.95% Q1 2026 May 08, 2026
CALTON & ASSOCIATES, INC. History Reduced 5,229 882 0.13% 0.13% 330 -106 -1.99% Q1 2026 May 13, 2026
WorthPointe, LLC History Reduced 5,150 869 0.24% 0.37% 331 -3,290 -38.98% Q1 2026 May 12, 2026
Sharper & Granite LLC History Reduced 5,109 862 0.29% 0.32% 332 -300 -5.55% Q1 2026 Apr 08, 2026
Westwood Wealth Management History New 5,100 861 0.34% — 333 +5,100 New Q1 2026 May 11, 2026
EVOKE WEALTH, LLC History Added to 5,086 858 0.02% 0.01% 334 +462 9.99% Q1 2026 May 14, 2026
American State Bank (Iowa) History No change 5,082 858 0.41% 0.41% 335 0 0.0% Q1 2026 Apr 14, 2026
Evolution Wealth Advisors, LLC History No change 5,067 855 0.09% 0.09% 336 0 0.0% Q1 2026 May 08, 2026
Harbour Capital Advisors, LLC History Added to 4,838 843 0.16% 0.16% 337 +60 1.26% Q1 2026 Apr 29, 2026
SMITH, MOORE & CO. History Added to 4,954 836 0.06% 0.06% 338 +279 5.97% Q1 2026 May 05, 2026
Aprio Wealth Management, LLC History Reduced 4,949 835 0.05% 0.05% 340 -648 -11.58% Q1 2026 May 11, 2026
REGIONS FINANCIAL CORP History Reduced 4,948 835 0.01% 0.01% 339 -159 -3.11% Q1 2026 May 05, 2026
VERITY Wealth Advisors History Reduced 4,943 834 0.56% 0.93% 341 -3,955 -44.45% Q1 2026 Apr 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 4,938 833 0.02% 0.01% 342 +37 0.75% Q1 2026 May 14, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 4,916 830 0.06% 0.06% 343 0 0.0% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Reduced 4,900 827 0.0% 0.0% 344 -19,145 -79.62% Q1 2026 May 14, 2026
Midwest Trust Co History Added to 4,894 826 0.01% 0.01% 345 +1,343 37.82% Q1 2026 May 01, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,846 818 0.0% 0.0% 346 0 0.0% Q1 2026 May 11, 2026
Clarity Wealth Advisors, LLC History Reduced 4,831 815 0.17% 0.18% 348 -380 -7.29% Q1 2026 Apr 24, 2026
Haverford Trust Co History No change 4,830 815 0.01% 0.01% 347 0 0.0% Q1 2026 May 11, 2026
NVWM, LLC History Added to 4,824 814 0.18% 0.03% 349 +4,064 534.74% Q1 2026 Apr 27, 2026
Federation des caisses Desjardins du Quebec History Added to 4,815 812 0.0% 0.0% 350 +511 11.87% Q1 2026 May 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,782 807 0.01% 0.01% 351 +341 7.68% Q1 2026 May 12, 2026
Principle Wealth Partners LLC History No change 4,781 807 0.05% 0.05% 352 0 0.0% Q1 2026 May 07, 2026
Allworth Financial LP History Added to 4,769 805 0.0% 0.0% 353 +265 5.88% Q1 2026 May 14, 2026
WHITTIER TRUST CO History Reduced 4,736 799 0.01% 0.01% 354 -52 -1.09% Q1 2026 Apr 28, 2026
AlphaCore Capital LLC History No change 4,718 796 0.02% 0.02% 355 0 0.0% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Reduced 4,684 790 0.01% 0.01% 356 -15 -0.32% Q1 2026 Apr 27, 2026
Advantage Trust Co History No change 4,677 789 0.35% 0.36% 357 0 0.0% Q1 2026 May 05, 2026
Simplicity Wealth,LLC History Added to 4,666 787 0.04% 0.04% 358 +434 10.26% Q1 2026 Apr 30, 2026
Maxele Advisors, LLC History No change 4,652 785 0.64% 0.64% 359 0 0.0% Q4 2025 Feb 05, 2026
CWA Asset Management Group, LLC History Added to 4,626 781 0.03% 0.03% 360 +256 5.86% Q1 2026 Apr 20, 2026
Purewater Capital LLC History New 4,591 775 0.74% — 362 +4,591 New Q1 2026 May 14, 2026
Legacy Edge Advisors, LLC History Reduced 4,591 775 0.08% 0.09% 361 -114 -2.42% Q1 2026 May 11, 2026
EFG International AG History Added to 4,520 763 0.02% 0.01% 363 +1,954 76.15% Q1 2026 May 15, 2026
Sovereign Financial Group, Inc. History Reduced 4,517 762 0.13% 0.13% 364 -97 -2.1% Q1 2026 Apr 17, 2026
True Vision MN LLC History Reduced 4,511 761 0.39% 1.18% 365 -9,280 -67.29% Q1 2026 Apr 16, 2026
Philadelphia Investment Partners, LLC History New 4,507 761 0.52% — 366 +4,507 New Q1 2026 May 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 4,451 751 0.01% 0.01% 367 -137 -2.99% Q1 2026 May 08, 2026
DECISION INVESTMENTS, INC History Reduced 4,441 749 0.85% 0.84% 368 -105 -2.31% Q1 2026 Apr 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,400 742 0.04% 0.04% 369 0 0.0% Q1 2026 May 07, 2026
Wedmont Private Capital History Added to 4,240 728 0.02% 0.01% 370 +2,847 204.38% Q1 2026 Apr 09, 2026
VestGen Advisors, LLC History Reduced 4,227 728 0.02% 0.04% 371 -838 -16.54% Q1 2026 May 14, 2026
TCV Trust & Wealth Management, Inc. History Reduced 4,295 725 0.06% 0.06% 372 -407 -8.66% Q1 2026 Apr 21, 2026
RWA WEALTH PARTNERS, LLC History Reduced 4,289 724 0.01% 0.01% 373 -541 -11.2% Q1 2026 May 13, 2026
Fort Sheridan Advisors LLC History Added to 4,283 723 0.09% 0.09% 374 +150 3.63% Q1 2026 May 06, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 4,239 715 0.23% 0.27% 375 -22 -0.52% Q1 2026 Apr 24, 2026
Massachusetts Wealth Management History Added to 4,223 713 0.31% 0.32% 376 +208 5.18% Q1 2026 Apr 15, 2026
PFG Investments, LLC History Reduced 4,216 711 0.03% 0.03% 377 -113 -2.61% Q1 2026 Apr 27, 2026
Navis Wealth Advisors, LLC History Added to 4,209 710 0.36% 0.3% 378 +3 0.07% Q1 2026 May 15, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 4,200 709 0.07% 0.07% 379 0 0.0% Q1 2026 May 13, 2026
HEADINVEST, LLC History No change 4,176 705 0.14% 0.14% 380 0 0.0% Q1 2026 May 15, 2026
Meridian Wealth Management, LLC History Reduced 4,151 700 0.02% 0.03% 382 -325 -7.26% Q1 2026 May 06, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 4,147 700 0.33% 0.3% 381 +1 0.02% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Added to 4,126 697 0.02% 0.02% 384 +131 3.28% Q1 2026 Apr 21, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 4,129 697 0.01% 0.01% 383 -45 -1.08% Q1 2026 May 01, 2026
Shepherd Financial Partners LLC History Added to 4,111 694 0.07% 0.02% 385 +2,847 225.24% Q1 2026 May 11, 2026
OpenArc Corporate Advisory, LLC History Added to 4,030 680 0.01% 0.01% 386 +347 9.42% Q1 2026 May 11, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 4,021 678 0.16% 0.23% 387 -1,874 -31.79% Q1 2026 Apr 22, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History No change 4,000 675 1.12% 0.99% 388 0 0.0% Q1 2026 May 04, 2026
Core Wealth Partners LLC History Added to 3,989 673 0.31% 0.3% 389 +1 0.03% Q1 2026 May 08, 2026
Pine Valley Investments Ltd Liability Co History No change 3,983 672 0.03% 0.03% 390 0 0.0% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 3,970 670 0.04% 0.03% 391 +35 0.89% Q1 2026 Apr 28, 2026
Odyssey Capital Advisors, Inc. History Added to 3,936 664 0.59% 0.43% 392 +1,096 38.59% Q1 2026 Apr 29, 2026
Clear Harbor Asset Management, LLC History No change 3,905 659 0.05% 0.04% 393 0 0.0% Q1 2026 May 05, 2026
ICICI Prudential Asset Management Co Ltd History No change 3,877 654 0.08% 0.08% 394 0 0.0% Q1 2026 May 11, 2026
Columbus Macro, LLC History Reduced 3,842 648 0.07% 0.35% 395 -14,983 -79.59% Q1 2026 Apr 21, 2026
Community Financial Services Group, LLC History Added to 3,806 647 0.11% 0.11% 396 +292 8.31% Q1 2026 Apr 08, 2026
Ameritas Advisory Services, LLC History Reduced 3,828 646 0.03% 0.02% 397 -96 -2.45% Q1 2026 May 12, 2026
BAXTER BROS INC History Added to 3,812 643 0.08% 0.05% 398 +1,200 45.94% Q1 2026 Apr 28, 2026
CHELSEA COUNSEL CO History No change 3,800 641 0.28% 0.28% 399 0 0.0% Q1 2026 Apr 23, 2026
Triumph Capital Management History Added to 3,773 637 0.13% 0.13% 400 +223 6.28% Q1 2026 May 13, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 3,762 635 0.08% 0.08% 401 +282 8.1% Q1 2026 Apr 20, 2026
Krilogy Financial LLC History Added to 3,614 629 0.02% 0.02% 402 +76 2.15% Q1 2026 Apr 17, 2026
WATERS PARKERSON & CO., LLC History No change 3,700 624 0.03% 0.03% 403 0 0.0% Q1 2026 Apr 29, 2026
GTS SECURITIES LLC History Reduced 3,671 619 0.02% 0.15% 404 -23,200 -86.34% Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History Added to 3,641 614 0.01% 0.01% 405 +406 12.55% Q1 2026 May 12, 2026
Quantbot Technologies LP History Reduced 3,631 613 0.03% 0.04% 406 -3,369 -48.13% Q1 2026 May 13, 2026
Creekside Partners History Added to 3,617 610 0.25% 0.26% 407 +1 0.03% Q1 2026 Apr 21, 2026
HSBC HOLDINGS PLC History Added to 3,617 609 0.0% 0.0% 408 +459 14.53% Q1 2026 Apr 30, 2026
MIDDLETON & CO INC/MA History No change 3,600 607 0.07% 0.06% 409 0 0.0% Q1 2026 May 08, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 3,588 605 0.12% 0.13% 410 0 0.0% Q1 2026 May 15, 2026
Capstone Wealth Management Group LLC History No change 3,579 604 0.37% 0.37% 411 0 0.0% Q1 2026 Apr 16, 2026
KINTRA WEALTH, LLC History New 3,575 603 0.04% — 412 +3,575 New Q1 2026 May 15, 2026
Pines Wealth Management, LLC History Added to 3,567 602 0.19% 0.18% 413 +226 6.76% Q1 2026 Apr 08, 2026
Hennion & Walsh Asset Management, Inc. History No change 3,510 592 0.02% 0.02% 414 0 0.0% Q1 2026 May 13, 2026
Summit Global Investments History New 3,471 586 0.03% — 415 +3,471 New Q1 2026 May 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 3,447 582 0.07% 0.08% 416 -28 -0.81% Q1 2026 May 12, 2026
Chemistry Wealth Management LLC History Reduced 3,436 580 0.1% 0.11% 417 -50 -1.43% Q1 2026 Apr 09, 2026
Financial Concepts Unlimited, Inc. History New 3,432 579 0.52% — 419 +3,432 New Q1 2026 May 05, 2026
PACIFIC SUN FINANCIAL CORP History Added to 3,433 579 0.28% 0.28% 418 +10 0.29% Q1 2026 May 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,423 577 0.03% 0.02% 421 +548 19.06% Q1 2026 Apr 28, 2026
Abbot Financial Management, Inc. History No change 3,419 577 0.24% 0.24% 420 0 0.0% Q1 2026 May 13, 2026
Glassman Wealth Services History No change 3,397 573 0.08% 0.08% 422 0 0.0% Q1 2026 May 04, 2026
Andrews Advisory Associates, LLC History Reduced 3,381 570 0.3% 0.31% 423 -55 -1.6% Q1 2026 May 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,356 566 0.01% 0.01% 426 +1,171 53.59% Q1 2026 May 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,353 566 0.0% 0.0% 424 -312 -8.51% Q1 2026 May 14, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 3,357 566 0.16% 0.15% 425 +45 1.36% Q1 2026 May 08, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 3,344 564 0.06% 0.07% 427 -299 -8.21% Q1 2026 Apr 08, 2026
Institute for Wealth Management, LLC. History Added to 3,303 557 0.06% 0.06% 429 +209 6.76% Q1 2026 May 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,300 557 0.0% 0.0% 428 0 0.0% Q1 2026 Apr 22, 2026
StoneX Group Inc. History Added to 3,292 553 0.03% 0.02% 430 +520 18.76% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 3,258 550 0.0% 0.0% 431 +660 25.4% Q1 2026 May 13, 2026
Kelman-Lazarov, Inc. History Reduced 3,257 550 0.08% 0.08% 432 -137 -4.04% Q1 2026 Apr 27, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 3,255 549 0.04% 0.04% 434 +411 14.45% Q1 2026 Apr 30, 2026
Ellis Investment Partners, LLC History Added to 3,255 549 0.1% 0.09% 433 +59 1.85% Q1 2026 May 12, 2026
GeoWealth Management, LLC History Added to 3,246 548 0.02% 0.01% 435 +1,748 116.69% Q1 2026 May 13, 2026
My Personal CFO, LLC History Reduced 3,240 547 0.24% 0.29% 436 -900 -21.74% Q1 2026 Apr 21, 2026
First International Bank of Israel Ltd. History Added to 3,203 540 0.16% 0.23% 437 +383 13.58% Q1 2026 May 14, 2026
FineMark National Bank & Trust History No change 3,158 532 0.02% 0.02% 438 0 0.0% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Added to 3,144 530 0.02% 0.01% 439 +551 21.25% Q1 2026 Apr 08, 2026
Larson Financial Group LLC History Added to 3,132 528 0.02% 0.02% 440 +415 15.27% Q1 2026 May 15, 2026
Thayer Partners, LLC / MA History Reduced 3,130 528 0.25% 0.26% 441 -73 -2.28% Q1 2026 May 05, 2026
Coastwise Capital Group, LLC History Reduced 3,122 527 0.29% 0.3% 442 -401 -11.38% Q1 2026 May 07, 2026
Carbahal Olsen Financial Services Group, LLC History No change 3,126 527 0.42% 0.4% 443 0 0.0% Q1 2026 May 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 3,111 525 0.01% 0.01% 444 +1 0.03% Q1 2026 May 01, 2026
King Wealth Management Group History Added to 3,102 524 0.07% 0.06% 445 +1 0.03% Q1 2026 May 04, 2026
Tyche Wealth Partners LLC History Reduced 3,101 523 0.08% 0.1% 446 -470 -13.16% Q1 2026 May 06, 2026
Sequoia Financial Advisors, LLC History Reduced 3,092 522 0.0% 0.0% 447 -367 -10.61% Q1 2026 Apr 30, 2026
Flagship Private Wealth, LLC History Added to 3,091 521 0.21% 0.2% 448 +7 0.23% Q1 2026 Apr 24, 2026
FIDUCIARY TRUST CO History Reduced 3,080 520 0.01% 0.01% 449 -3,600 -53.89% Q1 2026 May 15, 2026
Rockingstone Advisors LLC History No change 3,085 520 0.24% 0.24% 450 0 0.0% Q1 2026 Apr 09, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,066 517 0.06% 0.06% 451 0 0.0% Q1 2026 May 14, 2026
Continuum Advisory, LLC History Added to 3,046 514 0.05% 0.05% 452 +224 7.94% Q1 2026 Apr 22, 2026
Sepio Capital, LP History Reduced 3,040 513 0.03% 0.04% 453 -845 -21.75% Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Reduced 3,037 512 0.04% 0.04% 454 -5 -0.16% Q1 2026 Apr 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,026 511 0.01% 0.01% 455 +508 20.17% Q1 2026 May 15, 2026
Maltin Wealth Management, Inc. History Added to 3,030 511 0.2% 0.2% 456 +2 0.07% Q1 2026 Apr 21, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,015 509 0.01% 0.01% 457 +621 25.94% Q1 2026 May 13, 2026
Oakworth Capital, Inc. History No change 3,013 508 0.03% 0.03% 458 0 0.0% Q1 2026 Apr 24, 2026
Vise Technologies, Inc. History No change 3,015 508 0.01% 0.01% 459 0 0.0% Q1 2026 Apr 21, 2026
Centiva Capital, LP History New 3,000 506 0.0% — 461 +3,000 New Q1 2026 May 14, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 3,003 506 0.16% 0.16% 460 0 0.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,992 505 0.01% 0.01% 462 +1,060 54.87% Q1 2026 Apr 28, 2026
Beverly Hills Private Wealth, LLC History No change 2,971 501 0.08% 0.09% 463 0 0.0% Q1 2026 May 01, 2026
Bigelow Investment Advisors, LLC History Reduced 2,931 494 0.2% 0.24% 464 -641 -17.95% Q1 2026 Apr 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 2,917 492 0.0% — 467 +2,917 New Q1 2026 May 12, 2026
Connecticut Wealth Management, LLC History Added to 2,917 492 0.02% 0.02% 466 +514 21.39% Q1 2026 Apr 30, 2026
Peregrine Asset Advisers, Inc. History No change 2,916 492 0.13% 0.14% 465 0 0.0% Q1 2026 Apr 24, 2026
Mutual Advisors, LLC History Reduced 2,906 490 0.01% 0.03% 468 -6,411 -68.81% Q1 2026 May 01, 2026
Clare Market Investments LLC History New 2,905 490 0.1% — 469 +2,905 New Q1 2026 Apr 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 2,887 487 0.04% 0.04% 470 -55 -1.87% Q1 2026 Apr 23, 2026
Spire Wealth Management History Added to 2,878 485 0.02% 0.02% 472 +128 4.65% Q1 2026 Apr 22, 2026
Triangle Securities Wealth Management History No change 2,878 485 0.11% 0.1% 471 0 0.0% Q1 2026 Apr 20, 2026
Element Wealth, LLC History New 2,868 484 0.2% — 474 +2,868 New Q1 2026 May 04, 2026
CHOREO, LLC History Reduced 2,872 484 0.01% 0.01% 473 -171 -5.62% Q1 2026 May 12, 2026
PFG Advisors History Added to 2,809 474 0.02% 0.02% 475 +616 28.09% Q1 2026 May 05, 2026
Joel Isaacson & Co., LLC History No change 2,796 472 0.02% 0.02% 476 0 0.0% Q1 2026 Apr 22, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 2,795 471 0.08% — 477 +2,795 New Q1 2026 Apr 28, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 2,775 468 0.04% 0.04% 478 -129 -4.44% Q1 2026 Apr 20, 2026
Wescott Financial Advisory Group, LLC History Added to 2,772 468 0.04% 0.04% 479 +3 0.11% Q1 2026 May 12, 2026
CERTUITY, LLC History Added to 2,750 464 0.03% 0.03% 481 +249 9.96% Q1 2026 May 11, 2026
Joseph P. Lucia & Associates, LLC History Reduced 2,750 464 0.17% 0.17% 480 -57 -2.03% Q1 2026 May 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 2,734 461 0.11% 0.11% 482 +59 2.21% Q1 2026 Apr 28, 2026
Kesler, Norman & Wride, LLC History Reduced 2,714 458 0.08% 0.1% 484 -621 -18.62% Q1 2026 May 06, 2026
HCR Wealth Advisors History No change 2,712 458 0.05% 0.05% 483 0 0.0% Q1 2026 Apr 21, 2026
Prospera Financial Services Inc History Added to 2,699 455 0.01% 0.01% 485 +391 16.94% Q1 2026 Apr 14, 2026
SlateStone Wealth, LLC History Reduced 2,680 453 0.04% 0.04% 487 -300 -10.07% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 2,894 453 0.02% 0.02% 486 +41 1.44% Q1 2026 May 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 2,674 451 0.02% 0.04% 488 -2,336 -46.63% Q1 2026 Apr 15, 2026
Simmons Bank History No change 2,675 451 0.03% 0.03% 489 0 0.0% Q1 2026 Apr 23, 2026
Heritage Investment Group, Inc. History No change 2,675 451 0.07% 0.07% 490 0 0.0% Q1 2026 May 01, 2026
Wealth Management Partners, LLC History Added to 2,667 450 0.13% 0.07% 492 +1,174 78.63% Q1 2026 Apr 17, 2026
Marotta Asset Management History Reduced 2,649 450 0.08% 0.08% 491 -64 -2.36% Q1 2026 Apr 27, 2026
Grant Private Wealth Management Inc History No change 2,662 449 0.24% 0.27% 493 0 0.0% Q1 2026 Apr 14, 2026
MARATHON CAPITAL MANAGEMENT History No change 2,650 447 0.1% 0.1% 494 0 0.0% Q1 2026 May 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 2,621 442 0.06% 0.06% 495 -9 -0.34% Q1 2026 Apr 15, 2026
Wellington Shields Capital Management, LLC History Added to 2,610 440 0.07% 0.05% 497 +690 35.94% Q1 2026 May 04, 2026
MONTAG A & ASSOCIATES INC History No change 2,611 440 0.02% 0.02% 496 0 0.0% Q1 2026 Apr 29, 2026
Clearwater Capital Advisors, LLC History Added to 2,595 438 0.04% 0.03% 498 +211 8.85% Q1 2026 May 13, 2026
Investmark Advisory Group LLC History Added to 2,596 438 0.19% 0.19% 499 +2 0.08% Q1 2026 May 15, 2026
Chancellor Financial Group WB LP History Added to 2,599 438 0.31% 0.3% 500 +1 0.04% Q1 2026 May 14, 2026
Twin Tree Management, LP History New 2,584 436 0.01% — 501 +2,584 New Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History Added to 2,572 434 0.01% 0.01% 502 +438 20.52% Q1 2026 Apr 21, 2026
Berger Financial Group, Inc History Reduced 2,559 432 0.02% 0.03% 503 -251 -8.93% Q1 2026 Apr 28, 2026
TrinityBridge Ltd History No change 2,545 430 0.01% 0.01% 504 0 0.0% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,540 428 0.0% 0.09% 505 -192,768 -98.7% Q1 2026 May 04, 2026
Beckerman Institutional, LLC History No change 2,528 426 0.23% 0.24% 506 0 0.0% Q1 2026 May 04, 2026
COURIER CAPITAL LLC History No change 2,517 424 0.02% 0.02% 507 0 0.0% Q1 2026 Apr 23, 2026
RB Capital Management, LLC History No change 2,473 417 0.09% 0.08% 508 0 0.0% Q1 2026 May 14, 2026
Sowell Financial Services LLC History Reduced 2,453 414 0.02% 0.02% 509 -218 -8.16% Q1 2026 Apr 20, 2026
CARRET ASSET MANAGEMENT, LLC History No change 2,449 413 0.04% 0.04% 510 0 0.0% Q1 2026 May 15, 2026
Valmark Advisers, Inc. History Added to 2,435 411 0.0% 0.0% 511 +75 3.18% Q1 2026 May 01, 2026
Phillips Wealth Planners LLC History Reduced 2,397 407 0.31% 0.34% 512 -19 -0.79% Q1 2026 May 14, 2026
PEAK6 LLC History Reduced 2,403 405 0.0% 0.06% 513 -201,797 -98.82% Q1 2026 May 13, 2026
WARNER FINANCIAL, INC History No change 2,379 402 0.14% 0.14% 514 0 0.0% Q1 2026 Apr 08, 2026
Carter Financial Group, INC. History No change 2,370 400 0.25% 0.24% 515 0 0.0% Q1 2026 Apr 27, 2026
Gerald Baker Financial Group LLC History New 2,355 397 0.13% — 517 +2,355 New Q1 2026 May 06, 2026
Keystone Financial Group History Reduced 2,357 397 0.03% 0.03% 516 -1 -0.04% Q1 2026 May 13, 2026
Bravias Capital Group, LLC History Added to 2,348 396 0.26% 0.22% 518 +206 9.62% Q1 2026 Apr 28, 2026
COOKSON PEIRCE & CO INC History New 2,341 395 0.02% — 519 +2,341 New Q1 2026 Apr 30, 2026
Dale Q Rice Investment Management Ltd History Reduced 2,337 394 0.3% 0.29% 520 -33 -1.39% Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Added to 2,324 392 0.0% 0.0% 521 +110 4.97% Q1 2026 May 14, 2026
Jacobi Capital Management LLC History Added to 2,321 391 0.02% 0.02% 522 +17 0.74% Q1 2026 May 13, 2026
Cassady Wealth & Retirement Planning, LLC History No change 2,317 390 0.2% 0.25% 523 0 0.0% Q1 2026 May 18, 2026
SeaCrest Wealth Management, LLC History Reduced 2,302 388 0.04% 0.04% 524 -33 -1.41% Q1 2026 Apr 15, 2026
ASHTON THOMAS SECURITIES, LLC History New 2,297 387 0.05% — 525 +2,297 New Q1 2026 May 18, 2026
Clearstead Advisors, LLC History Added to 2,283 385 0.0% 0.0% 526 +1,519 198.82% Q1 2026 May 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 2,264 382 0.0% 0.0% 528 +703 45.04% Q1 2026 May 08, 2026
Fisher Asset Management, LLC History Reduced 2,268 382 0.0% 0.0% 527 -495 -17.92% Q1 2026 May 05, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,242 378 0.01% 0.01% 529 +8 0.36% Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History No change 2,235 377 0.0% 0.0% 530 0 0.0% Q1 2026 May 08, 2026
Neumann Capital Management, LLC History No change 2,238 377 0.11% 0.11% 531 0 0.0% Q1 2026 Apr 13, 2026
SeaBridge Investment Advisors LLC History Reduced 2,224 375 0.06% 0.08% 532 -582 -20.74% Q1 2026 Apr 28, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 2,219 374 0.01% 0.01% 533 -63 -2.76% Q1 2026 Apr 27, 2026
Procyon Advisors, LLC History Reduced 2,210 373 0.02% 0.02% 535 -30 -1.34% Q1 2026 May 04, 2026
PAX Financial Group, LLC History No change 2,213 373 0.06% 0.06% 534 0 0.0% Q1 2026 Apr 27, 2026
MGB Wealth Management, LLC History No change 2,200 371 0.11% 0.11% 536 0 0.0% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 2,195 370 0.02% 0.02% 537 -568 -20.56% Q1 2026 Apr 28, 2026
CX Institutional History Reduced 2,191 370 0.01% 0.01% 538 -130 -5.6% Q1 2026 Apr 06, 2026
SFE Investment Counsel History Reduced 2,168 365 0.06% 0.06% 539 -115 -5.04% Q1 2026 May 01, 2026
Outlook Wealth Advisors, LLC History New 2,157 364 0.09% — 540 +2,157 New Q1 2026 Apr 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,150 363 0.01% 0.01% 541 0 0.0% Q1 2026 Apr 14, 2026
Vontobel Holding Ltd. History Reduced 2,149 362 0.0% 0.0% 543 -933 -30.27% Q1 2026 May 08, 2026
Avidian Wealth Enterprises, LLC History No change 2,148 362 0.01% 0.01% 542 0 0.0% Q1 2026 May 07, 2026
Sunbelt Securities, Inc. History Added to 2,138 361 0.02% 0.02% 544 +775 56.86% Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,126 358 0.01% 0.01% 545 0 0.0% Q1 2026 Apr 29, 2026
Bay Rivers Group History No change 2,122 358 0.15% 0.14% 546 0 0.0% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,118 357 0.0% 0.0% 547 -226 -9.64% Q1 2026 May 14, 2026
Hanson & Doremus Investment Management History Reduced 2,117 357 0.04% 0.04% 548 -73 -3.33% Q1 2026 Apr 17, 2026
DOVER ADVISORS, LLC History Reduced 2,117 357 0.15% 0.14% 549 -56 -2.58% Q1 2026 Apr 08, 2026
SBI Securities Co., Ltd. History Reduced 2,110 356 0.01% 0.01% 550 -33 -1.54% Q1 2026 Apr 27, 2026
Brick & Kyle, Associates History No change 2,103 355 0.13% 0.13% 551 0 0.0% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 2,099 354 0.01% 0.01% 552 -80 -3.67% Q1 2026 May 05, 2026
EverSource Wealth Advisors, LLC History Added to 2,074 350 0.01% 0.01% 554 +27 1.32% Q1 2026 May 15, 2026
CHAPIN DAVIS, INC. History No change 2,077 350 0.08% 0.08% 553 0 0.0% Q1 2026 Apr 21, 2026
WELCH & FORBES LLC History No change 2,057 347 0.0% 0.0% 555 0 0.0% Q1 2026 May 01, 2026
ALTFEST L J & CO INC History Added to 2,051 346 0.04% 0.04% 556 +1 0.05% Q1 2026 Apr 28, 2026
FIRST HORIZON CORP History Added to 2,042 344 0.01% 0.01% 557 +182 9.78% Q1 2026 Apr 30, 2026
10Elms LLP History No change 2,025 341 0.22% 0.31% 558 0 0.0% Q1 2026 May 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,016 340 0.04% 0.04% 559 -7 -0.35% Q1 2026 May 05, 2026
Compound Planning, Inc. History Added to 2,011 339 0.01% 0.01% 560 +75 3.87% Q1 2026 May 14, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 2,003 338 0.08% 0.07% 562 +220 12.34% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,000 338 0.0% 0.0% 561 0 0.0% Q1 2026 May 15, 2026
Merrion Investment Management Co, LLC History No change 2,000 337 0.18% 0.18% 563 0 0.0% Q1 2026 Apr 23, 2026
Elk River Wealth Management LLC History No change 1,990 336 0.06% 0.05% 564 0 0.0% Q1 2026 Apr 17, 2026
Werba Rubin Papier Wealth Management History Reduced 1,986 335 0.05% 0.13% 565 -956 -32.49% Q1 2026 May 12, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,978 333 0.02% 0.02% 566 0 0.0% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 1,952 332 0.02% 0.02% 567 +19 0.98% Q1 2026 May 01, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,962 331 0.01% 0.01% 568 +127 6.92% Q1 2026 Apr 07, 2026
Perigon Wealth Management, LLC History Reduced 1,944 328 0.01% 0.01% 570 -790 -28.9% Q1 2026 Apr 10, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 1,945 328 0.02% 0.01% 569 +595 44.07% Q1 2026 Apr 16, 2026
Parcion Private Wealth LLC History No change 1,940 327 0.02% 0.02% 571 0 0.0% Q1 2026 Apr 22, 2026
Bank of New Hampshire History No change 1,932 326 0.07% 0.07% 572 0 0.0% Q1 2026 Apr 13, 2026
Aptus Capital Advisors, LLC History Reduced 1,929 325 0.0% 0.25% 573 -202,433 -99.06% Q1 2026 May 11, 2026
Banque Cantonale Vaudoise History Reduced 1,905 322 0.01% 0.01% 576 -110 -5.46% Q1 2026 Apr 20, 2026
FIRST MANHATTAN CO. LLC. History No change 1,911 322 0.0% 0.0% 574 0 0.0% Q1 2026 May 15, 2026
UNITED BANK History No change 1,908 322 0.04% 0.04% 575 0 0.0% Q1 2026 May 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,903 321 0.0% 0.0% 577 -304 -13.77% Q1 2026 May 13, 2026
Sculati Wealth Management, LLC History Reduced 1,895 319 0.12% 0.16% 578 -835 -30.59% Q1 2026 Apr 09, 2026
Regent Peak Wealth Advisors LLC History No change 1,887 318 0.06% 0.06% 579 0 0.0% Q1 2026 Apr 14, 2026
Mechanics Bank Trust Department History Reduced 1,875 316 0.04% 0.04% 581 -125 -6.25% Q1 2026 Apr 09, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,875 316 0.07% 0.07% 580 0 0.0% Q1 2026 Apr 23, 2026
M&T BANK CORP History No change 1,870 315 0.0% 0.0% 582 0 0.0% Q1 2026 May 12, 2026
NCM Capital Management, LLC History No change 1,865 314 0.11% 0.12% 583 0 0.0% Q1 2026 May 15, 2026
Nikulski Financial, Inc. History Reduced 1,838 310 0.08% 0.14% 585 -1,684 -47.81% Q1 2026 May 14, 2026
FIRST MERCHANTS CORP History Reduced 1,837 310 0.01% 0.01% 584 -168 -8.38% Q1 2026 Apr 16, 2026
Objective Capital Management, LLC History No change 1,815 306 0.31% 0.31% 586 0 0.0% Q1 2026 May 04, 2026
AE Wealth Management LLC History Added to 1,812 305 0.0% 0.0% 587 +296 19.53% Q1 2026 May 13, 2026
Mascagni Wealth Management, Inc. History Added to 1,806 305 0.22% 0.23% 588 +1 0.06% Q1 2026 May 19, 2026
ESL Trust Services, LLC History No change 1,800 303 0.06% 0.06% 589 0 0.0% Q1 2026 May 07, 2026
Ancora Advisors LLC History Reduced 1,782 300 0.01% 0.01% 590 -58 -3.15% Q1 2026 May 15, 2026
Retirement Planning Co of New England, Inc. History Reduced 1,772 299 0.12% 0.12% 591 -2 -0.11% Q1 2026 May 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,761 297 0.02% 0.03% 592 -979 -35.73% Q1 2026 Apr 13, 2026
Anchor Investment Management, LLC History Reduced 1,764 297 0.02% 0.02% 593 -53 -2.92% Q1 2026 May 01, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,763 297 0.04% 0.04% 594 0 0.0% Q1 2026 May 05, 2026
Asset Management Group, Inc. History Added to 1,756 296 0.05% 0.05% 595 +4 0.23% Q1 2026 May 15, 2026
Heritage Wealth Advisors History No change 1,750 295 0.01% 0.01% 596 0 0.0% Q1 2026 May 13, 2026
Green Ridge Wealth Planning LLC History No change 1,750 295 0.16% 0.15% 597 0 0.0% Q1 2026 Apr 10, 2026
Global Assets Advisory, LLC History Reduced 1,741 293 0.08% 0.11% 599 -467 -21.15% Q1 2026 May 01, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 1,736 293 0.17% 0.14% 600 -46 -2.58% Q1 2026 May 04, 2026
HBK Sorce Advisory LLC History No change 1,728 293 0.01% 0.01% 598 0 0.0% Q1 2026 May 11, 2026
Horizon Wealth Management, LLC History Reduced 1,734 292 0.04% 1.43% 601 -52,923 -96.83% Q1 2026 Apr 24, 2026
SummitTX Capital, L.P. History Reduced 1,732 292 0.01% 0.01% 603 -143 -7.63% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Reduced 1,730 292 0.01% 0.01% 602 -45 -2.54% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Reduced 1,718 291 0.01% 0.01% 604 -1,503 -46.66% Q1 2026 Apr 08, 2026
TD Waterhouse Canada Inc. History Reduced 1,708 290 0.0% 0.02% 605 -21,972 -92.79% Q1 2026 May 12, 2026
Argent Trust Co History Added to 1,712 289 0.01% 0.01% 606 +100 6.2% Q1 2026 May 13, 2026
Byrne Asset Management LLC History Reduced 1,706 288 0.17% 0.17% 607 -107 -5.9% Q1 2026 Apr 02, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 1,700 287 0.04% 0.04% 608 0 0.0% Q1 2026 May 06, 2026
Spinnaker Investment Group, LLC History No change 1,695 286 0.06% 0.05% 609 0 0.0% Q1 2026 Apr 08, 2026
Rehmann Capital Advisory Group History No change 1,693 285 0.01% 0.01% 610 0 0.0% Q1 2026 May 15, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 1,681 283 0.08% 0.09% 611 0 0.0% Q1 2026 May 08, 2026
Ally Invest Advisors Inc. History Reduced 1,671 282 0.02% 0.02% 612 -91 -5.16% Q1 2026 May 12, 2026
Valeo Financial Advisors, LLC History Reduced 1,675 282 0.01% 0.01% 613 -15 -0.89% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 1,665 281 0.01% 0.0% 614 +1,197 255.77% Q1 2026 May 13, 2026
IHT Wealth Management, LLC History Added to 1,670 281 0.01% 0.01% 615 +16 0.97% Q1 2026 May 15, 2026
Red Door Wealth Management, LLC History Added to 1,665 281 0.03% 0.03% 616 +1 0.06% Q1 2026 Apr 22, 2026
B. Riley Wealth Advisors, Inc. History Reduced 1,731 280 0.02% 0.02% 617 -1,260 -42.13% Q1 2026 Apr 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 1,649 278 0.05% 0.04% 618 +145 9.64% Q1 2026 Apr 21, 2026
LCNB CORP History No change 1,645 277 0.09% 0.09% 619 0 0.0% Q1 2026 May 11, 2026
Ignite Planners, LLC History No change 1,644 277 0.04% 0.04% 620 0 0.0% Q1 2026 Apr 17, 2026
Rollins Financial Advisors, LLC History Reduced 1,637 276 0.04% 0.05% 621 -286 -14.87% Q1 2026 May 05, 2026
Western Wealth Management, LLC History Added to 1,633 275 0.01% 0.01% 622 +168 11.47% Q1 2026 May 19, 2026
Millennium Capital Advisors, LLC History Added to 1,633 275 0.17% 0.16% 623 +2 0.12% Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Reduced 1,620 273 0.01% 0.02% 624 -1,027 -38.8% Q1 2026 Apr 07, 2026
PACK Private Wealth, LLC History No change 1,614 272 0.12% 0.12% 625 0 0.0% Q1 2026 May 15, 2026
HBW ADVISORY SERVICES LLC History Reduced 1,594 269 0.03% 0.11% 626 -4,490 -73.8% Q1 2026 May 04, 2026
Oxler Private Wealth LLC History Added to 1,597 269 0.08% 0.08% 627 +2 0.13% Q1 2026 Apr 28, 2026
UMB Bank, n.a. History Added to 1,585 267 0.0% 0.0% 628 +26 1.67% Q1 2026 May 11, 2026
MONECO ADVISORS, LLC History Reduced 1,576 266 0.02% 0.02% 629 -104 -6.19% Q1 2026 May 07, 2026
VANCE WEALTH, LLC History No change 1,552 262 0.08% 0.08% 630 0 0.0% Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 1,545 260 0.01% 0.01% 631 +11 0.72% Q1 2026 Apr 30, 2026
Apriem Advisors History No change 1,545 260 0.02% 0.02% 632 0 0.0% Q1 2026 May 14, 2026
Juno Financial Group LLC History Added to 1,537 259 0.1% 0.1% 633 +1 0.07% Q1 2026 May 06, 2026
Dorsey & Whitney Trust CO LLC History No change 1,530 258 0.01% 0.01% 634 0 0.0% Q1 2026 May 14, 2026
Regal Investment Advisors LLC History No change 1,533 258 0.01% 0.02% 635 0 0.0% Q1 2026 May 14, 2026
Penobscot Investment Management Company, Inc. History No change 1,520 256 0.02% 0.02% 636 0 0.0% Q1 2026 Apr 29, 2026
IFC Advisors LLC History No change 1,513 255 0.04% 0.04% 637 0 0.0% Q1 2026 May 04, 2026
Vision Capital Management, Inc. History No change 1,500 253 0.03% 0.03% 638 0 0.0% Q1 2026 Apr 24, 2026
Broyhill Asset Management, LLC History No change 1,500 253 0.23% 0.22% 639 0 0.0% Q1 2026 May 06, 2026
AtlasMark Financial, Inc History No change 1,500 253 0.16% 0.16% 640 0 0.0% Q1 2026 Apr 22, 2026
Platform Technology Partners History No change 1,492 252 0.05% 0.05% 641 0 0.0% Q1 2026 Apr 27, 2026
Sovran Advisors, LLC History Added to 1,490 251 0.02% 0.02% 642 +237 18.91% Q1 2026 May 01, 2026
REDSTONE WEALTH MANAGEMENT, LLC History Reduced 1,478 249 0.2% 0.2% 643 -37 -2.44% Q1 2026 Apr 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 1,471 248 0.01% — 644 +1,471 New Q1 2026 May 14, 2026
SevenBridge Financial Group, LLC History Reduced 1,417 247 0.04% 0.04% 645 -165 -10.43% Q1 2026 Apr 23, 2026
South Shore Capital Advisors History Reduced 1,464 247 0.18% 0.19% 646 -116 -7.34% Q1 2026 Apr 28, 2026
Castle Rock Wealth Management, LLC History Added to 1,456 246 0.05% 0.05% 647 +4 0.28% Q1 2026 Apr 08, 2026
Sargent Investment Group, LLC History No change 1,449 244 0.03% 0.03% 648 0 0.0% Q1 2026 May 11, 2026
TRITONPOINT WEALTH, LLC History No change 1,446 244 0.03% 0.02% 649 0 0.0% Q1 2026 Apr 21, 2026
SYON CAPITAL LLC History Added to 1,431 241 0.01% 0.01% 651 +228 18.95% Q1 2026 May 13, 2026
PW Nova Financial Services LLC History Added to 1,431 241 0.06% 0.08% 652 +206 16.82% Q1 2026 Apr 15, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 1,428 241 0.03% 0.03% 650 -69 -4.61% Q1 2026 May 12, 2026
Community Bank, N.A. History New 1,410 238 0.03% — 653 +1,410 New Q1 2026 May 12, 2026
NWAM LLC History Reduced 1,408 237 0.01% 0.02% 654 -147 -9.45% Q1 2026 May 04, 2026
Bond & Devick Financial Network, Inc. History No change 1,403 236 0.07% 0.07% 655 0 0.0% Q1 2026 Apr 08, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 1,380 233 0.07% 0.09% 656 -218 -13.64% Q1 2026 May 13, 2026
Ausdal Financial Partners, Inc. History Added to 1,369 231 0.01% 0.01% 658 +122 9.78% Q1 2026 May 12, 2026
Hikari Tsushin, Inc. History No change 1,373 231 0.02% 0.02% 657 0 0.0% Q1 2026 May 13, 2026
Caldwell Trust Co History No change 1,368 230 0.02% 0.02% 659 0 0.0% Q1 2026 Apr 22, 2026
One Capital Management, LLC History Reduced 1,356 229 0.01% 0.01% 660 -45 -3.21% Q1 2026 May 12, 2026
North Star Investment Management Corp. History Added to 1,347 227 0.01% 0.01% 661 +84 6.65% Q1 2026 Apr 23, 2026
High Net Worth Advisory Group LLC History No change 1,350 227 0.05% 0.05% 662 0 0.0% Q1 2026 Apr 17, 2026
Florida Trust Wealth Management Co History New 1,344 226 0.01% — 663 +1,344 New Q1 2026 May 14, 2026
Empower Advisory Group, LLC History Reduced 1,334 225 0.0% 0.0% 664 -157 -10.53% Q1 2026 May 14, 2026
Betterment LLC History New 1,324 224 0.0% — 666 +1,324 New Q1 2026 May 14, 2026
Essex LLC History Reduced 1,331 224 0.04% 0.04% 665 -43 -3.13% Q1 2026 Apr 24, 2026
QRG CAPITAL MANAGEMENT, INC. History New 1,315 222 0.0% — 667 +1,315 New Q1 2026 Apr 27, 2026
Matisse Capital History Added to 1,311 221 0.09% 0.1% 668 +3 0.23% Q1 2026 May 08, 2026
Beck Bode, LLC History Reduced 1,304 220 0.04% 0.05% 669 -464 -26.24% Q1 2026 May 07, 2026
Kaydan Wealth Management, Inc. History No change 1,304 220 0.07% 0.06% 670 0 0.0% Q1 2026 Apr 29, 2026
Circle Wealth Management, LLC History New 1,302 219 0.0% — 672 +1,302 New Q1 2026 May 11, 2026
Madrona Financial Services, LLC History No change 1,300 219 0.05% 0.05% 671 0 0.0% Q1 2026 Apr 14, 2026
Sterling Investment Counsel, LLC History Reduced 1,296 218 0.06% 0.06% 674 -12 -0.92% Q1 2026 Apr 16, 2026
RDA Financial Network History Reduced 1,295 218 0.05% 0.05% 673 -4 -0.31% Q1 2026 Apr 08, 2026
NorthRock Partners, LLC History Reduced 1,278 215 0.0% 0.0% 675 -11 -0.85% Q1 2026 May 15, 2026
Ellsworth Advisors, LLC History Added to 1,276 215 0.04% 0.04% 676 +1 0.08% Q1 2026 Apr 16, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 1,265 213 0.03% 0.03% 677 -5 -0.39% Q1 2026 May 15, 2026
Cornerstone Wealth Group, LLC History No change 1,213 211 0.01% 0.01% 678 0 0.0% Q1 2026 Apr 22, 2026
HighPoint Advisor Group LLC History New 1,245 210 0.01% — 679 +1,245 New Q1 2026 May 14, 2026
Passive Capital Management, LLC. History No change 1,238 209 0.06% 0.07% 680 0 0.0% Q1 2026 May 14, 2026
Keudell/Morrison Wealth Management History New 1,235 208 0.04% — 681 +1,235 New Q1 2026 Apr 20, 2026
Samalin Investment Counsel, LLC History No change 1,231 207 0.07% 0.07% 682 0 0.0% Q1 2026 Apr 22, 2026
Edge Wealth Management LLC History No change 1,227 207 0.04% 0.04% 683 0 0.0% Q1 2026 Apr 20, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,230 207 0.07% 0.07% 684 0 0.0% Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,226 207 0.01% 0.01% 685 0 0.0% Q1 2026 May 11, 2026
LightSquare Wealth Management, LLC History New 1,217 205 0.15% — 687 +1,217 New Q1 2026 May 11, 2026
Bragg Financial Advisors, Inc History No change 1,215 205 0.01% 0.01% 686 0 0.0% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Reduced 1,204 204 0.0% 0.0% 688 -258 -17.65% Q1 2026 May 14, 2026
Keebeck Wealth Management History Reduced 1,207 203 0.02% 0.05% 691 -1,575 -56.61% Q1 2026 May 14, 2026
ALERUS FINANCIAL NA History Reduced 1,206 203 0.01% 0.01% 690 -147 -10.86% Q1 2026 May 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,204 203 0.0% 0.0% 689 -76 -5.94% Q1 2026 May 15, 2026
TCP Asset Management, LLC History No change 1,205 203 0.03% 0.03% 692 0 0.0% Q1 2026 Apr 10, 2026
Aureus Asset Management, LLC History New 1,200 202 0.01% — 697 +1,200 New Q1 2026 May 13, 2026
Portland Global Advisors LLC History No change 1,200 202 0.02% 0.02% 693 0 0.0% Q1 2026 May 11, 2026
LFA - Lugano Financial Advisors SA History No change 1,200 202 0.1% 0.1% 694 0 0.0% Q1 2026 May 05, 2026
UNION SAVINGS BANK History No change 1,200 202 0.09% 0.09% 695 0 0.0% Q1 2026 Apr 17, 2026
ASL Financial, LLC History No change 1,200 202 0.16% 0.16% 696 0 0.0% Q1 2026 Apr 09, 2026
Next Level Private LLC History Added to 1,193 201 0.05% 0.05% 698 +1 0.08% Q1 2026 Apr 23, 2026
Embree Financial Group History New 1,186 200 0.02% — 700 +1,186 New Q1 2026 Apr 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,186 200 0.03% 0.03% 699 0 0.0% Q1 2026 May 04, 2026
EPG Wealth Management LLC History Reduced 1,175 198 0.05% 0.06% 701 -176 -13.03% Q1 2026 May 07, 2026
ST GERMAIN D J CO INC History No change 1,170 197 0.01% 0.01% 702 0 0.0% Q1 2026 Apr 13, 2026
LMR Partners LLP History New 1,149 194 0.0% — 703 +1,149 New Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 1,138 192 0.0% 0.0% 705 +249 28.01% Q1 2026 May 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,142 192 0.08% 0.08% 704 0 0.0% Q1 2026 May 05, 2026
Bangor Savings Bank History No change 1,099 185 0.01% 0.01% 706 0 0.0% Q1 2026 Apr 01, 2026
BOKF, NA History No change 1,087 183 0.0% 0.0% 707 0 0.0% Q1 2026 May 08, 2026
Union Bancaire Privee, UBP SA History No change 1,150 181 0.0% 0.0% 708 0 0.0% Q1 2026 Apr 22, 2026
Greykasell Wealth Strategies, Inc. History No change 1,064 179 0.07% 0.07% 709 0 0.0% Q1 2026 May 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,050 177 0.0% 0.06% 711 -16,175 -93.9% Q1 2026 Apr 27, 2026
PITTENGER & ANDERSON INC History No change 1,050 177 0.01% 0.01% 710 0 0.0% Q1 2026 May 01, 2026
HOWE & RUSLING INC History Added to 1,013 171 0.01% 0.01% 712 +451 80.25% Q1 2026 Apr 28, 2026
Register Financial Advisors LLC History Added to 978 165 0.06% 0.06% 715 +58 6.3% Q1 2026 Apr 15, 2026
Blue Trust, Inc. History Added to 982 165 0.0% 0.0% 714 +18 1.87% Q1 2026 Apr 20, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 978 165 0.12% 0.12% 713 0 0.0% Q1 2026 May 15, 2026
Portfolio Resources Advisor Group, Inc. History Added to 972 164 0.16% 0.16% 717 +5 0.52% Q1 2026 Apr 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 975 164 0.01% 0.01% 716 0 0.0% Q1 2026 Apr 15, 2026
Quaker Wealth Management, LLC History No change 970 163 0.05% 0.05% 718 0 0.0% Q1 2026 Apr 10, 2026
PRIVATE TRUST CO NA History Reduced 965 162 0.01% 0.02% 719 -349 -26.56% Q1 2026 Apr 30, 2026
Sound Income Strategies, LLC History Reduced 940 159 0.01% 0.01% 720 -88 -8.56% Q1 2026 Apr 27, 2026
Optiver Holding B.V. History New 941 158 0.0% — 721 +941 New Q1 2026 May 15, 2026
CDKV HOLDINGS LLC History Reduced 922 155 0.14% 0.13% 722 -4 -0.43% Q1 2026 May 01, 2026
CENTAURUS FINANCIAL, INC. History New 903 152 0.01% — 723 +903 New Q1 2026 May 18, 2026
Wellington Shields & Co., LLC History No change 900 151 0.04% 0.04% 724 0 0.0% Q1 2026 May 04, 2026
Minot DeBlois Advisors LLC History Reduced 850 143 0.13% 0.15% 725 -175 -17.07% Q1 2026 May 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 840 141 0.07% 0.08% 726 0 0.0% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Reduced 829 140 0.0% 0.0% 727 -46 -5.26% Q1 2026 May 06, 2026
Smithfield Trust Co History No change 800 136 0.01% 0.01% 728 0 0.0% Q1 2026 May 08, 2026
Sava Infond d.o.o. History Reduced 800 135 0.02% 0.03% 730 -700 -46.67% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 800 135 0.0% 0.0% 729 0 0.0% Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History Added to 757 127 0.01% 0.01% 731 +1 0.13% Q1 2026 Apr 17, 2026
Parallel Advisors, LLC History Added to 744 125 0.0% 0.0% 732 +60 8.77% Q1 2026 May 07, 2026
Golden State Wealth Management, LLC History Reduced 746 125 0.01% 0.01% 733 -17 -2.23% Q1 2026 Apr 28, 2026
LOM Asset Management Ltd History No change 740 124 0.04% 0.04% 734 0 0.0% Q1 2026 May 05, 2026
Activest Wealth Management History Added to 708 119 0.02% 0.01% 735 +234 49.37% Q1 2026 Apr 15, 2026
Financial Perspectives, Inc History No change 700 118 0.03% 0.03% 736 0 0.0% Q1 2026 May 11, 2026
Fourth Dimension Wealth, LLC History Reduced 689 116 0.04% 0.05% 737 -86 -11.1% Q1 2026 May 11, 2026
Finley Financial, LLC History No change 675 113 0.05% 0.05% 738 0 0.0% Q1 2026 Apr 22, 2026
GAMMA Investing LLC History Added to 667 112 0.01% 0.0% 739 +329 97.34% Q1 2026 Apr 06, 2026
Winch Advisory Services, LLC History Reduced 653 110 0.03% 0.02% 740 -18 -2.68% Q1 2026 Apr 30, 2026
Innovative Asset Advisors Group, LLC History New 644 108 0.06% — 742 +644 New Q1 2026 May 12, 2026
Rossby Financial, LCC History Added to 637 108 0.02% 0.0% 741 +601 1669.44% Q1 2026 May 11, 2026
Strive Financial Group ,LLC History Reduced 634 107 0.06% 0.06% 743 -45 -6.63% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History No change 628 106 0.0% 0.0% 744 0 0.0% Q1 2026 Apr 30, 2026
Pacific Center for Financial Services History Added to 623 105 0.03% 0.02% 745 +1 0.16% Q1 2026 May 12, 2026
HAZLETT, BURT & WATSON, INC. History No change 609 103 0.03% 0.03% 746 0 0.0% Q1 2026 May 14, 2026
Strategic Wealth Partners, Ltd. History No change 613 103 0.01% 0.01% 747 0 0.0% Q1 2026 May 12, 2026
MCF Advisors LLC History No change 600 101 0.0% 0.01% 748 0 0.0% Q1 2026 May 11, 2026
Rossmore Private Capital History No change 599 101 0.01% 0.01% 749 0 0.0% Q1 2026 May 01, 2026
McMillan Office, Inc. History No change 600 101 0.01% 0.01% 750 0 0.0% Q1 2026 Apr 23, 2026
WOLFF WIESE MAGANA LLC History Reduced 580 97 0.05% 0.08% 751 -252 -30.29% Q1 2026 Apr 13, 2026
BARRETT & COMPANY, INC. History No change 566 95 0.03% 0.03% 752 0 0.0% Q1 2026 May 04, 2026
United Financial Planning Group LLC History No change 558 94 0.06% 0.06% 753 0 0.0% Q1 2026 May 08, 2026
HighMark Wealth Management LLC History No change 547 92 0.04% 0.04% 754 0 0.0% Q1 2026 May 05, 2026
Vermillion Wealth Management, Inc. History No change 531 89 0.03% 0.04% 755 0 0.0% Q1 2026 Apr 17, 2026
Westfuller Advisors, LLC History No change 527 89 0.04% 0.04% 756 0 0.0% Q1 2026 Apr 28, 2026
SIGNATUREFD, LLC History Added to 516 87 0.0% 0.0% 757 +125 31.97% Q1 2026 Apr 07, 2026
Medallion Wealth Advisors, LLC History No change 510 86 0.03% 0.03% 758 0 0.0% Q1 2026 Apr 24, 2026
Russell Investments Group, Ltd. History Reduced 499 84 0.0% 0.0% 759 -241 -32.57% Q1 2026 May 08, 2026
Ransom Advisory, Ltd History No change 499 84 0.03% 0.03% 760 0 0.0% Q4 2025 Jan 06, 2026
Plante Moran Financial Advisors, LLC History Reduced 492 83 0.01% 0.01% 761 -71 -12.61% Q1 2026 May 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 484 81 0.0% 0.0% 762 0 0.0% Q1 2026 Apr 13, 2026
Asset Dedication, LLC History No change 475 80 0.01% 0.01% 763 0 0.0% Q4 2025 Jan 26, 2026
Realta Investment Advisors History Reduced 456 76 0.03% 0.24% 764 -3,941 -89.63% Q1 2026 Apr 22, 2026
SOA Wealth Advisors, LLC. History No change 454 76 0.01% 0.01% 765 0 0.0% Q1 2026 May 20, 2026
BAYBAN History No change 432 72 0.06% 0.06% 766 0 0.0% Q1 2026 Apr 24, 2026
MATHER GROUP, LLC. History New 423 71 0.0% — 770 +423 New Q1 2026 Apr 13, 2026
Founders Financial Alliance, LLC History Added to 424 71 0.01% 0.0% 768 +371 700.0% Q1 2026 May 11, 2026
Dynamic Wealth Strategies, LLC History No change 422 71 0.04% 0.04% 767 0 0.0% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 426 71 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 17, 2026
Comprehensive Financial Planning, Inc./PA History Added to 419 70 0.05% 0.05% 771 +1 0.24% Q1 2026 Apr 07, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 400 67 0.03% 0.03% 772 0 0.0% Q1 2026 May 15, 2026
Ramirez Asset Management, Inc. History No change 400 67 0.01% 0.01% 773 0 0.0% Q1 2026 May 12, 2026
Y.D. More Investments Ltd History No change 385 65 0.0% 0.0% 774 0 0.0% Q1 2026 May 04, 2026
Archer Investment Corp History No change 379 64 0.01% 0.01% 775 0 0.0% Q1 2026 May 04, 2026
Keating Financial Advisory Services, Inc. History No change 384 64 0.01% 0.01% 776 0 0.0% Q1 2026 May 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 372 62 0.0% — 777 +372 New Q1 2026 May 15, 2026
Rakuten Securities, Inc. History Added to 350 59 0.02% 0.01% 778 +254 264.58% Q1 2026 May 01, 2026
Geneos Wealth Management Inc. History Reduced 348 58 0.0% 0.0% 779 -114 -24.68% Q1 2026 May 04, 2026
Hurley Capital, LLC History No change 341 57 0.03% 0.03% 780 0 0.0% Q1 2026 May 06, 2026
Addison Advisors LLC History No change 340 57 0.01% 0.01% 781 0 0.0% Q1 2026 May 08, 2026
Bollard Group LLC History No change 334 56 0.0% 0.0% 782 0 0.0% Q1 2026 May 14, 2026
Solstein Capital, LLC History No change 330 55 0.02% 0.02% 783 0 0.0% Q1 2026 May 14, 2026
Crews Bank & Trust History No change 330 55 0.01% 0.01% 784 0 0.0% Q1 2026 May 13, 2026
Main Management LLC History No change 300 51 0.0% 0.0% 785 0 0.0% Q1 2026 May 14, 2026
Trifecta Capital Advisors, LLC History Added to 300 50 0.01% 0.01% 787 +25 9.09% Q1 2026 May 01, 2026
Security National Bank History No change 300 50 0.01% 0.01% 786 0 0.0% Q1 2026 Apr 16, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 291 49 0.01% 0.01% 788 0 0.0% Q1 2026 Apr 08, 2026
MONETARY MANAGEMENT GROUP INC History No change 290 48 0.01% 0.01% 789 0 0.0% Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History Added to 267 45 0.0% 0.0% 790 +1 0.38% Q1 2026 May 13, 2026
N.E.W. Advisory Services LLC History No change 272 45 0.0% 0.0% 791 0 0.0% Q1 2026 May 04, 2026
Godfrey Financial Associates, Inc. History No change 272 45 0.04% 0.04% 792 0 0.0% Q1 2026 May 11, 2026
HM PAYSON & CO History Added to 265 44 0.0% 0.0% 793 +40 17.78% Q1 2026 Apr 13, 2026
Murphy & Mullick Capital Management Corp History Added to 265 44 0.03% 0.03% 795 +6 2.32% Q1 2026 Apr 17, 2026
Bogart Wealth, LLC History No change 262 44 0.0% 0.0% 794 0 0.0% Q1 2026 Apr 28, 2026
High Note Wealth, LLC History Added to 257 43 0.01% 0.01% 796 +17 7.08% Q1 2026 May 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 260 43 0.02% 0.02% 797 0 0.0% Q1 2026 May 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 250 42 0.0% 0.0% 798 0 0.0% Q1 2026 Apr 15, 2026
Johnson Financial Group, Inc. History No change 250 42 0.0% 0.0% 799 0 0.0% Q1 2026 May 07, 2026
Quintet Private Bank (Europe) S.A. History No change 250 42 0.0% 0.0% 800 0 0.0% Q1 2026 Apr 22, 2026
Key FInancial Inc History No change 244 41 0.01% 0.01% 801 0 0.0% Q1 2026 Apr 24, 2026
Bradley & Co. Private Wealth Management, LLC History No change 245 41 0.02% 0.02% 802 0 0.0% Q1 2026 May 13, 2026
Harbor Asset Planning, Inc. History No change 248 41 0.03% 0.04% 803 0 0.0% Q1 2026 Apr 22, 2026
Financial Gravity Asset Management, Inc. History Added to 231 39 0.01% 0.01% 804 +1 0.43% Q1 2026 May 08, 2026
SHP Wealth Management History No change 233 39 0.0% 0.0% 805 0 0.0% Q1 2026 May 08, 2026
VSM Wealth Advisory, LLC History No change 228 38 0.01% 0.01% 806 0 0.0% Q1 2026 May 05, 2026
GKV Capital Management Co., Inc. History New 290 37 0.02% — 807 +290 New Q1 2026 May 13, 2026
Strategic Wealth Advisors LLC History No change 208 35 0.03% 0.03% 808 0 0.0% Q1 2026 May 01, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 205 34 0.01% 0.01% 811 -25 -10.87% Q1 2026 Apr 06, 2026
Cornerstone Planning Group LLC History Added to 206 34 0.0% 0.01% 809 +4 1.98% Q1 2026 May 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 207 34 0.0% 0.0% 810 0 0.0% Q1 2026 May 06, 2026
Copia Wealth Management History No change 204 34 0.02% 0.02% 812 0 0.0% Q1 2026 May 04, 2026
Darwin Wealth Management, LLC History No change 200 33 0.01% 0.01% 813 0 0.0% Q1 2026 May 01, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 200 33 0.1% 0.09% 814 0 0.0% Q1 2026 May 13, 2026
Glen Eagle Advisors, LLC History No change 197 33 0.0% 0.0% 815 0 0.0% Q1 2026 May 15, 2026
Strengthening Families & Communities, LLC History New 193 32 0.01% — 816 +193 New Q1 2026 May 11, 2026
Family Manage LLC History Reduced 184 31 0.0% 0.02% 818 -916 -83.27% Q1 2026 May 15, 2026
Cordgrass Capital Advisors, LLC History Reduced 189 31 0.01% 0.01% 821 -4 -2.07% Q1 2026 May 07, 2026
HORIZON BANCORP INC /IN/ History No change 181 31 0.01% 0.02% 817 0 0.0% Q1 2026 Apr 22, 2026
Mascoma Wealth Management LLC History No change 187 31 0.01% 0.01% 819 0 0.0% Q1 2026 Apr 30, 2026
TSFG, LLC History No change 182 31 0.0% 0.0% 820 0 0.0% Q1 2026 Apr 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 187 31 0.0% 0.0% 822 0 0.0% Q1 2026 Apr 10, 2026
Advanced Asset Management Advisors Inc History No change 180 30 0.01% 0.01% 823 0 0.0% Q1 2026 Apr 24, 2026
Front Row Advisors LLC History No change 180 30 0.01% 0.01% 824 0 0.0% Q1 2026 May 19, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 174 29 0.0% 0.0% 825 0 0.0% Q1 2026 Apr 29, 2026
HHM Wealth Advisors, LLC History No change 175 29 0.0% 0.0% 826 0 0.0% Q1 2026 Apr 17, 2026
Rosenberg Matthew Hamilton History No change 162 27 0.01% 0.01% 827 0 0.0% Q1 2026 Apr 06, 2026
TRUST CO OF VERMONT History No change 155 26 0.0% 0.0% 828 0 0.0% Q4 2025 Jan 16, 2026
Prestige Wealth Management Group LLC History No change 159 26 0.01% 0.0% 829 0 0.0% Q1 2026 May 13, 2026
Basepoint Wealth LLC History Added to 152 25 0.01% 0.02% 833 +1 0.66% Q1 2026 May 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 150 25 0.0% 0.0% 830 0 0.0% Q1 2026 Apr 13, 2026
CVA Family Office, LLC History No change 150 25 0.0% 0.0% 831 0 0.0% Q1 2026 Apr 29, 2026
Dunhill Financial, LLC History No change 153 25 0.01% 0.01% 832 0 0.0% Q1 2026 May 06, 2026
IFG Advisory, LLC History Reduced 139 23 0.07% 0.08% 834 -11,235 -98.78% Q1 2026 May 12, 2026
Providence Capital Advisors, LLC History No change 135 22 0.0% 0.0% 835 0 0.0% Q1 2026 May 14, 2026
Main Street Group, LTD History New 130 21 0.01% — 838 +130 New Q1 2026 May 06, 2026
Ascentis Independent Advisors History New 127 21 0.0% — 837 +127 New Q1 2026 Apr 28, 2026
SouthState Bank Corp History No change 128 21 0.0% 0.0% 836 0 0.0% Q1 2026 May 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 121 20 0.0% 0.0% 839 0 0.0% Q1 2026 Apr 16, 2026
Aberdeen Wealth Management LLC History No change 120 20 0.01% 0.01% 840 0 0.0% Q1 2026 May 15, 2026
JDM Financial Group LLC History No change 121 20 0.01% 0.01% 841 0 0.0% Q1 2026 May 20, 2026
Glass Jacobson Investment Advisors llc History No change 122 20 0.01% 0.01% 842 0 0.0% Q1 2026 Apr 23, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 117 19 0.0% — 846 +117 New Q1 2026 May 08, 2026
West Branch Capital LLC History No change 114 19 0.01% 0.0% 843 0 0.0% Q1 2026 Apr 14, 2026
CBIZ Investment Advisory Services, LLC History No change 114 19 0.0% 0.0% 844 0 0.0% Q1 2026 May 12, 2026
WPG Advisers, LLC History No change 117 19 0.01% 0.01% 845 0 0.0% Q1 2026 Apr 29, 2026
DEUTSCHE BANK AG\ History No change 110 18 0.0% 0.0% 847 0 0.0% Q1 2026 May 06, 2026
Synergy Investment Management, LLC History New 106 17 0.01% — 850 +106 New Q1 2026 May 14, 2026
Ascentis Wealth Management, LLC History No change 106 17 0.0% 0.0% 848 0 0.0% Q1 2026 Apr 28, 2026
Bravera Wealth History No change 105 17 0.01% 0.01% 849 0 0.0% Q1 2026 Apr 22, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 100 16 0.01% — 853 +100 New Q1 2026 Apr 28, 2026
Financial Freedom, LLC History No change 101 16 0.01% 0.01% 851 0 0.0% Q1 2026 Apr 30, 2026
Vision Retirement, LLC History No change 100 16 0.0% 0.0% 852 0 0.0% Q1 2026 May 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 93 15 0.0% 0.0% 854 0 0.0% Q4 2025 Feb 05, 2026
Independence Bank of Kentucky History No change 85 14 0.0% 0.0% 855 0 0.0% Q1 2026 Apr 30, 2026
GPS Wealth Strategies Group, LLC History No change 84 14 0.01% 0.01% 856 0 0.0% Q4 2025 Feb 06, 2026
Lodestone Wealth Management LLC History No change 87 14 0.01% 0.01% 857 0 0.0% Q1 2026 May 01, 2026
Winthrop Capital Management, LLC History No change 81 14 0.0% 0.0% 858 0 0.0% Q1 2026 Apr 28, 2026
Missouri Trust & Investment Co History New 80 13 0.0% — 862 +80 New Q1 2026 May 14, 2026
ADVISORTRUST PARTNERS, LLC History New 79 13 0.01% — 863 +79 New Q1 2026 May 06, 2026
Princeton Global Asset Management LLC History No change 80 13 0.0% 0.0% 859 0 0.0% Q1 2026 Apr 22, 2026
SITTNER & NELSON, LLC History No change 77 13 0.0% 0.0% 860 0 0.0% Q1 2026 May 11, 2026
Morton Brown Family Wealth, LLC History No change 79 13 0.0% 0.0% 861 0 0.0% Q1 2026 Apr 20, 2026
High Point Wealth Management, LLC History Reduced 75 12 0.01% 0.02% 868 -64 -46.04% Q1 2026 Apr 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 75 12 0.0% 0.0% 864 0 0.0% Q1 2026 Apr 17, 2026
Sage Mountain Advisors LLC History No change 75 12 0.0% 0.0% 865 0 0.0% Q1 2026 May 11, 2026
Coston, McIsaac & Partners History No change 74 12 0.0% 0.0% 866 0 0.0% Q1 2026 Apr 22, 2026
Centennial Bank/AR/ History No change 75 12 0.0% 0.0% 867 0 0.0% Q1 2026 May 06, 2026
Physician Wealth Advisors, Inc. History Added to 70 11 0.0% 0.0% 869 +3 4.48% Q1 2026 Apr 24, 2026
Creative Capital Management Investments LLC History No change 68 11 0.0% 0.0% 870 0 0.0% Q1 2026 Apr 21, 2026
Hilton Head Capital Partners, LLC History No change 68 11 0.01% 0.01% 871 0 0.0% Q1 2026 Apr 20, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 57 10 0.0% 0.0% 872 0 0.0% Q1 2026 May 15, 2026
DUNCKER STREETT & CO INC History No change 63 10 0.0% 0.0% 873 0 0.0% Q1 2026 Apr 29, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 60 10 0.0% 0.0% 874 0 0.0% Q1 2026 May 01, 2026
Breakwater Investment Management History No change 63 10 0.0% 0.0% 875 0 0.0% Q1 2026 May 14, 2026
Rialto Wealth Management, LLC History No change 60 10 0.0% 0.0% 876 0 0.0% Q1 2026 May 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 55 9 0.0% 0.0% 877 0 0.0% Q1 2026 Apr 08, 2026
Pioneer Family Office, LLC History No change 55 9 0.01% 0.01% 878 0 0.0% Q1 2026 May 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 52 8 0.0% 0.0% 879 0 0.0% Q1 2026 May 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 50 8 0.0% 0.0% 880 0 0.0% Q1 2026 May 11, 2026
Trust Co History No change 50 8 0.0% 0.0% 881 0 0.0% Q1 2026 Apr 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 52 8 0.0% 0.0% 882 0 0.0% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 49 7 0.0% — 889 +48 4800.0% Q1 2026 May 15, 2026
Napier Financial, LLC History New 45 7 0.0% — 890 +45 New Q1 2026 May 05, 2026
EASTERN BANK History Added to 43 7 0.0% 0.0% 883 +11 34.38% Q1 2026 Apr 07, 2026
WealthShield Partners, LLC History Added to 44 7 0.0% 0.0% 887 +1 2.33% Q1 2026 May 01, 2026
MOTCO History No change 42 7 0.0% 0.0% 884 0 0.0% Q1 2026 Apr 22, 2026
JFS WEALTH ADVISORS, LLC History No change 45 7 0.0% 0.0% 885 0 0.0% Q1 2026 Apr 20, 2026
Anfield Capital Management, LLC History No change 47 7 0.0% 0.0% 886 0 0.0% Q1 2026 May 12, 2026
MTM Investment Management, LLC History No change 46 7 0.0% 0.0% 888 0 0.0% Q1 2026 May 06, 2026
Powell Investment Advisors, LLC History No change 40 6 0.0% 0.0% 891 0 0.0% Q1 2026 Apr 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 37 6 0.0% 0.0% 892 0 0.0% Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History No change 40 6 0.0% 0.0% 893 0 0.0% Q1 2026 Apr 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 39 6 0.0% 0.0% 894 0 0.0% Q1 2026 May 14, 2026
CURIO WEALTH, LLC History Reduced 30 5 0.0% 0.01% 902 -57 -65.52% Q1 2026 May 11, 2026
Avion Wealth History New 31 5 0.0% — 903 +31 New Q1 2026 May 01, 2026
Ameritas Investment Partners, Inc. History No change 30 5 0.0% 0.0% 895 0 0.0% Q1 2026 May 13, 2026
Tradewinds Capital Management, LLC History No change 35 5 0.0% 0.0% 896 0 0.0% Q1 2026 Apr 14, 2026
Wagner Wealth Management, LLC History No change 35 5 0.0% 0.0% 897 0 0.0% Q1 2026 Apr 24, 2026
Game Plan Financial Advisors, LLC History No change 34 5 0.0% 0.0% 898 0 0.0% Q1 2026 Apr 23, 2026
DHJJ Financial Advisors, Ltd. History No change 35 5 0.0% 0.0% 899 0 0.0% Q1 2026 Apr 09, 2026
Acumen Wealth Advisors, LLC History No change 30 5 0.0% 0.0% 900 0 0.0% Q1 2026 May 13, 2026
IMG Wealth Management, Inc. History No change 33 5 0.0% 0.0% 901 0 0.0% Q1 2026 May 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 27 4 0.0% 0.0% 904 0 0.0% Q1 2026 Apr 17, 2026
GoalVest Advisory LLC History No change 25 4 0.0% 0.0% 905 0 0.0% Q1 2026 Apr 13, 2026
Richard W. Paul & Associates, LLC History No change 28 4 0.0% 0.0% 906 0 0.0% Q1 2026 May 13, 2026
Quest 10 Wealth Builders, Inc. History No change 25 4 0.0% 0.0% 907 0 0.0% Q1 2026 May 06, 2026
Global Trust Asset Management, LLC History Reduced 20 3 0.0% 0.04% 910 -570 -96.61% Q1 2026 Apr 23, 2026
FIRST COMMUNITY TRUST NA History New 23 3 0.0% — 912 +23 New Q1 2026 Apr 16, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 20 3 0.0% 0.0% 908 0 0.0% Q1 2026 May 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 19 3 0.0% 0.0% 909 0 0.0% Q1 2026 Apr 23, 2026
AMERIFLEX GROUP, INC. History No change 20 3 0.0% 0.0% 911 0 0.0% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 10 2 0.0% 0.0% 913 -71 -87.65% Q1 2026 May 01, 2026
Stone House Investment Management, LLC History New 16 2 0.0% — 919 +16 New Q1 2026 Apr 22, 2026
CITY HOLDING CO History New 15 2 0.0% — 918 +15 New Q1 2026 Apr 15, 2026
Purpose Unlimited Inc. History New 15 2 0.0% — 920 +15 New Q1 2026 May 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 14 2 0.0% 0.0% 914 0 0.0% Q1 2026 Apr 27, 2026
Millstone Evans Group, LLC History No change 15 2 0.0% 0.0% 915 0 0.0% Q1 2026 Apr 30, 2026
Barnes Dennig Private Wealth Management LLC History No change 15 2 0.0% 0.0% 916 0 0.0% Q1 2026 Apr 22, 2026
BIRCHBROOK, INC. History No change 12 2 0.0% 0.0% 917 0 0.0% Q1 2026 Apr 08, 2026
FNY Investment Advisers, LLC History New 10 1 0.0% — 928 +10 New Q1 2026 Apr 15, 2026
Horizon Investments, LLC History New 8 1 0.0% — 927 +8 New Q1 2026 May 14, 2026
Covestor Ltd History Reduced 3 1 0.0% 0.0% 924 -1 -25.0% Q1 2026 May 05, 2026
Founders Capital Management History No change 6 1 0.0% 0.0% 921 0 0.0% Q1 2026 Apr 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8 1 0.0% 0.0% 922 0 0.0% Q1 2026 May 11, 2026
WFA of San Diego, LLC History No change 11 1 0.0% 0.0% 923 0 0.0% Q1 2026 May 11, 2026
Smallwood Wealth Investment Management, LLC History No change 10 1 0.0% 0.0% 925 0 0.0% Q1 2026 Apr 22, 2026
Legacy Wealth Managment, LLC/ID History No change 9 1 0.0% 0.0% 926 0 0.0% Q1 2026 May 07, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.32% — -566,310 -100.0% Q1 2026 May 04, 2026
Affinity Asset Advisors, LLC History Closed out 0 0 — 3.85% — -400,000 -100.0% Q1 2026 May 14, 2026
Caption Management, LLC History Closed out 0 0 — 0.23% — -199,000 -100.0% Q1 2026 May 15, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Closed out 0 0 — 0.51% — -81,760 -100.0% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Closed out 0 0 — 0.02% — -75,000 -100.0% Q1 2026 May 15, 2026
Hamilton Wealth, LLC History Closed out 0 0 — 2.04% — -63,638 -100.0% Q1 2026 May 18, 2026
Accurate Wealth Management, LLC History Closed out 0 0 — 1.16% — -53,016 -100.0% Q1 2026 Apr 22, 2026
Ocean Park Asset Management, LLC History Closed out 0 0 — 0.35% — -43,823 -100.0% Q1 2026 Apr 16, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.7% — -42,459 -100.0% Q1 2026 Apr 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -33,879 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.01% — -30,000 -100.0% Q1 2026 May 15, 2026
SOL Capital Management CO History Closed out 0 0 — 0.38% — -25,286 -100.0% Q1 2026 Apr 24, 2026
Q3 Asset Management History Closed out 0 0 — 0.92% — -23,686 -100.0% Q1 2026 Apr 28, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.01% — -22,228 -100.0% Q1 2026 May 14, 2026
Midwest Professional Planners, LTD. History Closed out 0 0 — 0.83% — -20,874 -100.0% Q1 2026 May 05, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.01% — -15,238 -100.0% Q1 2026 May 15, 2026
Walleye Capital LLC History Closed out 0 0 — 0.01% — -15,097 -100.0% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 — 0.0% — -13,526 -100.0% Q1 2026 May 15, 2026
SIG BROKERAGE, LP History Closed out 0 0 — 0.07% — -12,500 -100.0% Q1 2026 May 15, 2026
WEXFORD CAPITAL LP History Closed out 0 0 — 0.32% — -9,765 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 0.0% — -8,963 -100.0% Q1 2026 May 15, 2026
Northstar Advisory Group, LLC History Closed out 0 0 — 0.5% — -8,328 -100.0% Q1 2026 Apr 08, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 — 0.03% — -8,010 -100.0% Q1 2026 May 14, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.03% — -7,682 -100.0% Q1 2026 May 15, 2026
JGP Global Gestao de Recursos Ltda. History Closed out 0 0 — 0.68% — -6,807 -100.0% Q1 2026 May 08, 2026
Markin Volterra Fund LP History Closed out 0 0 — 1.85% — -6,035 -100.0% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Closed out 0 0 — 0.02% — -5,760 -100.0% Q1 2026 May 12, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.06% — -5,515 -100.0% Q1 2026 May 14, 2026
Keystone Wealth Services, LLC History Closed out 0 0 — 0.17% — -4,823 -100.0% Q1 2026 May 13, 2026
DV Trading LLC History Closed out 0 0 — 0.02% — -4,020 -100.0% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -4,000 -100.0% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 — 0.01% — -3,939 -100.0% Q1 2026 Apr 20, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -3,707 -100.0% Q1 2026 Apr 23, 2026
Caprock Group, LLC History Closed out 0 0 — 0.01% — -3,614 -100.0% Q1 2026 May 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -3,478 -100.0% Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.08% — -3,373 -100.0% Q1 2026 May 15, 2026
Cordoba Advisory Partners LLC History Closed out 0 0 — 0.12% — -2,953 -100.0% Q1 2026 Apr 28, 2026
Southland Equity Partners LLC History Closed out 0 0 — 0.1% — -2,881 -100.0% Q1 2026 Apr 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -2,800 -100.0% Q1 2026 Apr 29, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -2,696 -100.0% Q1 2026 May 20, 2026
Point Nemo Capital, LLC History Closed out 0 0 — 0.43% — -2,594 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 — 0.03% — -2,271 -100.0% Q1 2026 May 08, 2026
Interchange Capital Partners, LLC History Closed out 0 0 — 0.07% — -2,256 -100.0% Q1 2026 Apr 23, 2026
Edgestream Partners, L.P. History Closed out 0 0 — 0.01% — -2,233 -100.0% Q1 2026 May 18, 2026
BCS Wealth Management History Closed out 0 0 — 0.04% — -2,078 -100.0% Q1 2026 Apr 17, 2026
PING CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 0.1% — -2,000 -100.0% Q1 2026 Apr 27, 2026
West Tower Group, LLC History Closed out 0 0 — 0.68% — -1,800 -100.0% Q1 2026 Apr 29, 2026
Verdence Capital Advisors LLC History Closed out 0 0 — 0.02% — -1,694 -100.0% Q1 2026 Apr 30, 2026
XML Financial, LLC History Closed out 0 0 — 0.02% — -1,614 -100.0% Q1 2026 Apr 16, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 — 0.0% — -1,551 -100.0% Q1 2026 May 13, 2026
Secure Asset Management, LLC History Closed out 0 0 — 0.04% — -1,529 -100.0% Q1 2026 Apr 09, 2026
TBH Global Asset Management, LLC History Closed out 0 0 — 0.04% — -1,523 -100.0% Q1 2026 Apr 22, 2026
Prism Advisors, Inc. History Closed out 0 0 — 0.06% — -1,438 -100.0% Q1 2026 Apr 23, 2026
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -1,413 -100.0% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Closed out 0 0 — 0.0% — -1,387 -100.0% Q1 2026 May 14, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Closed out 0 0 — 0.01% — -1,385 -100.0% Q1 2026 Apr 14, 2026
FAIRFIELD, BUSH & CO. History Closed out 0 0 — 0.12% — -1,353 -100.0% Q1 2026 May 12, 2026
Hudock, Inc. History Closed out 0 0 — 0.03% — -1,278 -100.0% Q1 2026 May 13, 2026
Commonwealth Financial Services, LLC History Closed out 0 0 — 0.03% — -1,253 -100.0% Q1 2026 May 07, 2026
Cravens & Co Advisors, LLC History Closed out 0 0 — 0.14% — -1,250 -100.0% Q1 2026 May 13, 2026
Rockport Wealth LLC History Closed out 0 0 — 0.04% — -1,238 -100.0% Q1 2026 May 05, 2026
J.Safra Asset Management Corp History Closed out 0 0 — 0.01% — -1,200 -100.0% Q1 2026 May 04, 2026
Selective Wealth Management, Inc. History Closed out 0 0 — 0.06% — -1,200 -100.0% Q1 2026 Apr 30, 2026
Orca Wealth Management, LLC History Closed out 0 0 — 0.14% — -1,143 -100.0% Q1 2026 Apr 23, 2026
Reyes Financial Architecture, Inc. History Closed out 0 0 — 0.07% — -730 -100.0% Q1 2026 May 11, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.03% — -671 -100.0% Q1 2026 May 15, 2026
Garner Asset Management Corp History Closed out 0 0 — 0.04% — -556 -100.0% Q1 2026 Apr 28, 2026
BOK Financial Private Wealth, Inc. History Closed out 0 0 — 0.01% — -505 -100.0% Q1 2026 May 12, 2026
Estate Planners Group, LLC History Closed out 0 0 — 0.03% — -349 -100.0% Q1 2026 May 11, 2026
Modus Advisors, LLC History Closed out 0 0 — 0.01% — -313 -100.0% Q1 2026 May 04, 2026
Daiwa Securities Group Inc. History Closed out 0 0 — 0.0% — -309 -100.0% Q1 2026 May 13, 2026
Woodside Wealth Management LLC History Closed out 0 0 — 0.03% — -240 -100.0% Q1 2026 Apr 13, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -222 -100.0% Q1 2026 May 08, 2026
Caitlin John, LLC History Closed out 0 0 — 0.02% — -200 -100.0% Q1 2026 May 13, 2026
eCIO, Inc. History Closed out 0 0 — 0.01% — -128 -100.0% Q1 2026 Apr 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History Closed out 0 0 — 0.0% — -112 -100.0% Q1 2026 May 11, 2026
WealthCollab, LLC History Closed out 0 0 — 0.01% — -79 -100.0% Q1 2026 May 13, 2026
Abound Wealth Management History Closed out 0 0 — 0.0% — -59 -100.0% Q1 2026 Apr 10, 2026
MidFirst Bank History Closed out 0 0 — 0.0% — -59 -100.0% Q1 2026 May 15, 2026
United Community Bank History Closed out 0 0 — 0.0% — -58 -100.0% Q1 2026 Apr 24, 2026
Gen-Wealth Partners Inc History Closed out 0 0 — 0.0% — -45 -100.0% Q1 2026 May 08, 2026
Beutel, Goodman & Co Ltd. History Closed out 0 0 — 0.0% — -45 -100.0% Q1 2026 May 15, 2026
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 — 0.0% — -41 -100.0% Q1 2026 Apr 28, 2026
Nvest Wealth Strategies, Inc. History Closed out 0 0 — 0.0% — -40 -100.0% Q1 2026 Apr 13, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -39 -100.0% Q1 2026 May 01, 2026
Navalign, LLC History Closed out 0 0 — 0.0% — -37 -100.0% Q1 2026 Apr 29, 2026
Capital Investment Advisory Services, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q1 2026 May 05, 2026
Signature Equity Partners, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q1 2026 May 13, 2026
Root Financial Partners, LLC History Reduced 4 0 — 0.0% — -19 -82.61% Q1 2026 Apr 24, 2026
Nemes Rush Group LLC History Reduced 2 0 — 0.0% — -16 -88.89% Q1 2026 Apr 21, 2026
Aviso Financial Inc. History Closed out 0 0 — 0.0% — -12 -100.0% Q1 2026 May 13, 2026
MASECO LLP History Closed out 0 0 — 0.0% — -8 -100.0% Q1 2026 Apr 21, 2026
WEST PACES ADVISORS INC. History Closed out 0 0 — 0.0% — -7 -100.0% Q1 2026 May 05, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — 0.0% — -6 -100.0% Q1 2026 Apr 23, 2026
Quattro Advisors LLC History Closed out 0 0 — — — -5 -100.0% Q1 2026 May 14, 2026
Luminist Capital LLC History Closed out 0 0 — — — -4 -100.0% Q1 2026 Apr 24, 2026
Bernard Wealth Management Corp. History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 14, 2026
Morse Asset Management, Inc History No change 2 0 — — — 0 0.0% Q1 2026 May 14, 2026
Elevated Capital Advisors, LLC History No change 4 0 — — — 0 0.0% Q1 2026 Apr 30, 2026
Western Pacific Wealth Management, LP History No change 3 0 — — — 0 0.0% Q1 2026 Apr 17, 2026