iSHARES TRUST - IJJ

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
FMR LLC History Added to 4,094,852 542,567 0.03% 0.03% 1 +284,247 7.46% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 4,040,744 535,398 0.03% 0.03% 2 +39,883 1.0% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,437,727 455,498 0.09% 0.08% 3 -88,447 -2.51% Q1 2026 Jul 08, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,402,568 318,340 0.02% 0.02% 4 +29,909 1.26% Q1 2026 May 15, 2026
UBS Group AG History Added to 2,237,341 296,447 0.04% 0.05% 5 +97,676 4.57% Q1 2026 May 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,194,627 290,788 0.08% 0.07% 6 +333,089 17.89% Q1 2026 May 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,350,338 178,919 0.1% 0.1% 7 +9,695 0.72% Q1 2026 May 08, 2026
D.A. DAVIDSON & CO. History Added to 1,091,192 144,582 0.88% 0.85% 8 +38,084 3.62% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 922,764 122,266 0.04% 0.03% 9 +126,569 15.9% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 825,346 109,358 1.24% 1.2% 10 -6,023 -0.72% Q1 2026 May 05, 2026
LPL Financial LLC History Reduced 772,213 102,318 0.03% 0.03% 11 -26,395 -3.31% Q1 2026 May 06, 2026
NORTHERN TRUST CORP History Reduced 672,228 89,070 0.01% 0.01% 12 -185 -0.03% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 639,260 84,701 0.05% 0.05% 13 +5,742 0.91% Q1 2026 May 07, 2026
Financial Engines Advisors L.L.C. History Reduced 625,330 82,856 0.17% 0.17% 14 -37,207 -5.62% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 599,744 79,620 0.02% 0.02% 15 -105,461 -14.95% Q1 2026 Jul 17, 2026
ROYAL BANK OF CANADA History Added to 558,496 74,000 0.01% 0.01% 16 +20,382 3.79% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 438,176 56,704 0.0% 0.0% 17 +5,238 1.21% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 407,817 54,035 0.01% 0.01% 18 -7,318 -1.76% Q1 2026 May 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 412,787 53,559 0.03% 0.02% 19 +123,893 42.89% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 380,229 50,383 0.05% 0.06% 20 -42,978 -10.16% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Reduced 341,363 45,230 0.07% 0.07% 21 -2,935 -0.85% Q1 2026 May 14, 2026
Evensky & Katz LLC History Reduced 335,183 44,412 2.53% 2.57% 22 -10,710 -3.1% Q1 2026 Apr 22, 2026
MAI Capital Management History Reduced 325,115 43,077 0.24% 0.25% 23 -4,675 -1.42% Q1 2026 May 15, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 286,673 37,984 1.96% 2.11% 24 -21,034 -6.84% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History Reduced 283,540 37,569 0.9% 0.91% 25 -12,626 -4.26% Q1 2026 Apr 30, 2026
BOKF, NA History Added to 268,987 35,640 0.54% 0.54% 26 +593 0.22% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 266,001 35,245 0.05% 0.04% 27 +36,056 15.68% Q1 2026 May 15, 2026
World Investment Advisors History Added to 265,442 35,171 0.57% 0.55% 28 +9,582 3.75% Q1 2026 Apr 27, 2026
Rehmann Capital Advisory Group History Added to 252,258 33,423 1.74% 1.64% 29 +14,539 6.12% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 236,258 31,304 0.04% 0.04% 30 -15,170 -6.03% Q1 2026 Apr 27, 2026
Willis Johnson & Associates, Inc. History Reduced 234,440 31,063 1.81% 1.99% 31 -10,789 -4.4% Q1 2026 Apr 23, 2026
COURIER CAPITAL LLC History Reduced 224,220 29,709 1.66% 1.8% 32 -19,658 -8.06% Q1 2026 Apr 23, 2026
Rockefeller Capital Management L.P. History Added to 224,193 29,705 0.05% 0.05% 33 +5,968 2.73% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 220,982 29,280 0.04% 0.04% 34 -2,439 -1.09% Q1 2026 Apr 27, 2026
Creative Planning History Reduced 200,444 26,558 0.02% 0.02% 35 -18,764 -8.56% Q1 2026 May 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 179,242 23,749 0.09% 0.09% 36 -2,284 -1.26% Q1 2026 Apr 24, 2026
Lido Advisors, LLC History Added to 176,595 23,399 0.07% 0.06% 37 +12,201 7.42% Q1 2026 May 13, 2026
Mariner, LLC History Added to 174,235 23,086 0.03% 0.03% 38 +2,279 1.33% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 164,616 21,811 0.01% 0.01% 39 -10,690 -6.1% Q1 2026 May 13, 2026
AlphaCore Capital LLC History Reduced 162,564 21,539 0.51% 0.49% 40 -2,787 -1.69% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 155,807 20,644 0.04% 0.03% 41 +83,729 116.16% Q1 2026 May 01, 2026
Sterling Financial Planning, Inc. History Added to 153,885 20,389 6.05% 6.07% 42 +910 0.59% Q1 2026 May 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 150,000 19,875 0.01% 0.0% 43 +99,700 198.21% Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 145,448 19,271 0.21% 0.25% 44 +1,955 1.36% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Reduced 138,738 18,382 0.14% 0.15% 45 -1,302 -0.93% Q1 2026 May 01, 2026
Focus Partners Wealth History Added to 131,515 17,425 0.02% 0.02% 46 +897 0.69% Q1 2026 May 14, 2026
Lutz Financial Services LLC History Reduced 118,830 15,745 1.06% 1.07% 47 -1,226 -1.02% Q1 2026 May 04, 2026
Capital Advisors, Ltd. LLC History Reduced 110,627 14,658 1.67% 1.67% 48 -1,885 -1.68% Q1 2026 Apr 16, 2026
OSAIC HOLDINGS, INC. History Reduced 108,414 14,372 0.02% 0.02% 49 -2,900 -2.61% Q1 2026 May 15, 2026
Texas Yale Capital Corp. History Reduced 108,369 14,358 0.41% 0.45% 50 -3,750 -3.34% Q1 2026 May 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 106,470 14,107 0.02% 0.01% 51 +63,172 145.9% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 104,492 13,845 0.07% 0.08% 52 +147 0.14% Q1 2026 May 08, 2026
Cetera Investment Advisers History Added to 103,300 13,687 0.01% 0.01% 53 +8,150 8.57% Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Added to 102,835 13,625 0.05% 0.05% 54 +5,224 5.35% Q1 2026 Apr 30, 2026
Corient Private Wealth LLC History Reduced 102,818 13,623 0.02% 0.02% 55 -6,459 -5.91% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History Reduced 102,445 13,573 0.56% 0.56% 56 -1,052 -1.02% Q1 2026 Apr 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 102,200 13,541 0.1% 0.1% 57 -2,405 -2.3% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Added to 100,692 13,264 0.01% 0.0% 58 +99,065 6088.81% Q1 2026 Apr 30, 2026
Cassaday & Co Wealth Management LLC History Reduced 97,149 12,872 0.27% 0.27% 59 -1,445 -1.47% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History Reduced 96,489 12,861 1.15% 1.2% 60 -4,397 -4.36% Q1 2026 May 11, 2026
1834 INVESTMENT ADVISORS CO History Reduced 94,959 12,582 1.57% 1.64% 61 -4,511 -4.54% Q1 2026 May 14, 2026
FIRST MERCHANTS CORP History Reduced 93,337 12,367 0.47% 0.47% 62 -2,091 -2.19% Q1 2026 Apr 16, 2026
Omega Financial Group, LLC History Added to 91,176 12,080 3.93% 3.85% 63 +2,142 2.41% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Reduced 90,484 11,989 0.02% 0.02% 64 -11,091 -10.92% Q1 2026 May 13, 2026
Asset Management Group, Inc. History Reduced 89,492 11,857 1.92% 1.91% 65 -183 -0.2% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 88,520 11,732 0.01% 0.01% 66 -6,239 -6.58% Q1 2026 May 12, 2026
COMERICA BANK History No change 88,866 11,693 0.05% 0.05% 67 0 0.0% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 85,484 11,327 0.03% 0.03% 68 -9,855 -10.34% Q1 2026 Apr 30, 2026
Ellis Investment Partners, LLC History Reduced 85,123 11,278 1.96% 1.99% 69 -1,528 -1.76% Q1 2026 May 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 84,311 11,171 0.03% 0.03% 70 -8,405 -9.07% Q1 2026 May 04, 2026
Dakota Wealth Management History Added to 83,967 11,125 0.24% 0.19% 71 +3,271 4.05% Q1 2026 May 07, 2026
PW Nova Financial Services LLC History Added to 82,843 10,976 2.75% 4.12% 72 +1,017 1.24% Q1 2026 Apr 15, 2026
Balance Wealth, LLC History Reduced 81,687 10,823 3.36% 5.27% 73 -43,164 -34.57% Q1 2026 Apr 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 80,683 10,690 0.55% 0.57% 74 -1,337 -1.63% Q1 2026 Apr 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 79,980 10,597 0.17% 0.18% 75 +13,440 20.2% Q1 2026 Apr 21, 2026
REGIONS FINANCIAL CORP History Added to 78,370 10,384 0.07% 0.07% 76 +995 1.29% Q1 2026 May 05, 2026
Blue Edge Capital, LLC History Added to 76,475 10,132 1.35% 1.31% 77 +1,964 2.64% Q1 2026 Jun 02, 2026
Mill Creek Capital Advisors, LLC History No change 72,186 9,564 0.2% 0.19% 78 0 0.0% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 67,512 8,953 0.01% 0.01% 79 -1,403 -2.04% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 62,899 8,334 0.01% 0.02% 80 +577 0.93% Q1 2026 May 14, 2026
LMG Wealth Partners, LLC History Added to 62,779 8,318 1.52% 1.53% 81 +320 0.51% Q1 2026 Apr 17, 2026
Oldfather Financial Services, LLC History No change 63,185 8,314 2.48% 2.48% 82 0 0.0% Q4 2025 Jan 16, 2026
OFS Enterprise LLC History New 61,348 8,128 2.39% — 83 +61,348 New Q1 2026 Apr 09, 2026
InvesTrust History No change 59,633 7,901 3.32% 3.03% 84 0 0.0% Q1 2026 Apr 07, 2026
Flaharty Asset Management, LLC History Reduced 59,328 7,861 0.98% 0.99% 85 -1,109 -1.83% Q1 2026 May 04, 2026
Causey Wealth LLC History Reduced 58,993 7,816 3.32% 4.25% 86 -7,147 -10.81% Q1 2026 May 12, 2026
DDFG, Inc History Added to 58,500 7,751 1.67% 1.65% 87 +1,297 2.27% Q1 2026 Apr 22, 2026
Pinnacle Financial Partners, Inc. History Added to 56,983 7,551 0.06% 0.06% 88 +1,617 2.92% Q1 2026 May 14, 2026
MFA WEALTH ADVISORS, LLC History Added to 56,771 7,522 1.48% 1.38% 89 +7,228 14.59% Q1 2026 Apr 20, 2026
Summit Financial, LLC History Added to 56,725 7,516 0.1% 0.1% 90 +3,724 7.03% Q1 2026 May 15, 2026
Arkadios Wealth Advisors History Added to 56,397 7,472 0.12% 0.14% 91 +575 1.03% Q1 2026 May 18, 2026
Bryn Mawr Trust Advisors, LLC History Added to 55,402 7,340 0.36% 0.25% 92 +16,506 42.44% Q1 2026 May 04, 2026
IFP Advisors, Inc History Added to 54,282 7,192 0.15% 0.16% 93 +33 0.06% Q1 2026 Apr 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 54,184 7,179 0.01% 0.01% 94 +4,484 9.02% Q1 2026 May 01, 2026
Foundation Wealth Management, LLC History Added to 53,429 7,079 4.78% 4.14% 95 +5,676 11.89% Q1 2026 May 04, 2026
MidFirst Bank History Reduced 53,196 7,048 0.58% 0.58% 96 -1,797 -3.27% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 52,288 6,928 0.0% 0.0% 97 -1,062 -1.99% Q1 2026 May 13, 2026
Asset Dedication, LLC History Reduced 50,770 6,727 0.47% 0.45% 98 -955 -1.85% Q1 2026 May 29, 2026
First Citizens Financial Corp History Reduced 50,443 6,683 3.16% 3.31% 99 -550 -1.08% Q1 2026 Apr 07, 2026
BECKER CAPITAL MANAGEMENT INC History No change 48,804 6,466 0.19% 0.18% 100 0 0.0% Q1 2026 May 11, 2026
GREENLEAF TRUST History Reduced 48,633 6,443 0.06% 0.06% 101 -2,300 -4.52% Q1 2026 Apr 27, 2026
M&T BANK CORP History Reduced 48,490 6,424 0.02% 0.02% 102 -833 -1.69% Q1 2026 May 12, 2026
Ullmann Wealth Partners Group, LLC History Reduced 48,272 6,396 0.66% 0.7% 103 -4,000 -7.65% Q1 2026 Apr 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History New 48,051 6,366 0.83% — 104 +48,051 New Q1 2026 May 04, 2026
Hudson Capital Management LLC History Added to 47,676 6,317 1.63% 1.48% 105 +2,902 6.48% Q1 2026 Apr 13, 2026
D.B. Root & Company, LLC History Added to 47,262 6,262 1.5% 1.45% 106 +2,007 4.43% Q1 2026 May 12, 2026
JFS WEALTH ADVISORS, LLC History Reduced 46,544 6,167 0.35% 0.36% 107 -1,631 -3.39% Q1 2026 Apr 20, 2026
Prospera Financial Services Inc History Added to 46,351 6,143 0.1% 0.01% 108 +39,632 589.85% Q1 2026 Apr 14, 2026
Broadview Financial Management, LLC History Reduced 44,403 5,883 4.02% 3.91% 109 -29 -0.07% Q1 2026 May 04, 2026
PITTENGER & ANDERSON INC History Reduced 44,390 5,881 0.23% 0.23% 110 -272 -0.61% Q1 2026 May 01, 2026
ASSOCIATED BANC-CORP History Reduced 42,996 5,696 0.15% 0.15% 111 -1,195 -2.7% Q1 2026 May 01, 2026
HUNTINGTON NATIONAL BANK History Reduced 42,775 5,667 0.03% 0.04% 112 -4,702 -9.9% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 42,741 5,663 0.0% 0.0% 113 +14,481 51.24% Q1 2026 May 15, 2026
SOL Capital Management CO History No change 42,689 5,617 0.5% 0.5% 114 0 0.0% Q4 2025 Jan 30, 2026
NOVEM GROUP History Added to 41,905 5,552 0.64% 0.61% 115 +1,519 3.76% Q1 2026 Apr 10, 2026
BKM Wealth Management, LLC History Reduced 41,745 5,531 2.02% 2.02% 116 -232 -0.55% Q1 2026 Apr 22, 2026
Janney Montgomery Scott LLC History Reduced 41,616 5,514 0.01% 0.01% 117 -1,259 -2.94% Q1 2026 Apr 22, 2026
Waverly Advisors, LLC History Added to 40,633 5,383 0.04% 0.04% 118 +927 2.33% Q1 2026 May 15, 2026
Ironwood Financial, llc History Reduced 40,223 5,329 0.93% 0.95% 119 -688 -1.68% Q1 2026 Apr 16, 2026
Cordatus Wealth Management LLC History New 39,882 5,284 1.26% — 120 +39,882 New Q1 2026 Apr 29, 2026
Idaho Trust Co History Added to 39,733 5,264 1.71% 1.36% 121 +8,555 27.44% Q1 2026 May 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 66,274 5,209 0.01% 0.02% 122 -38,198 -36.56% Q1 2026 Apr 08, 2026
Ifrah Financial Services, Inc. History Reduced 39,279 5,204 1.38% 1.33% 123 -101 -0.26% Q1 2026 Apr 22, 2026
ETF Portfolio Partners, Inc. History Reduced 38,830 5,144 1.35% 1.37% 124 -1,414 -3.51% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 38,724 5,130 0.03% 0.03% 125 -26,831 -40.93% Q1 2026 Apr 29, 2026
Betterment LLC History Reduced 37,941 5,027 0.01% 0.01% 126 -3,357 -8.13% Q1 2026 May 14, 2026
Bleakley Financial Group, LLC History Reduced 35,823 4,746 0.07% 0.08% 127 -167 -0.46% Q1 2026 May 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 35,307 4,678 0.15% 0.15% 128 +670 1.93% Q1 2026 May 14, 2026
Csenge Advisory Group History Reduced 35,288 4,675 0.21% 0.23% 129 -2,680 -7.06% Q1 2026 Apr 30, 2026
Private Advisor Group, LLC History Reduced 35,244 4,669 0.02% 0.02% 130 -179 -0.51% Q1 2026 Apr 24, 2026
CFS Investment Advisory Services, LLC History Reduced 32,925 4,657 0.32% 0.32% 131 -473 -1.42% Q1 2026 Apr 29, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 34,435 4,562 0.25% 0.24% 132 -195 -0.56% Q1 2026 May 12, 2026
JNBA Financial Advisors History Reduced 34,147 4,524 0.38% 0.41% 133 -1,228 -3.47% Q1 2026 Apr 22, 2026
Net Worth Advisory Group History Added to 34,145 4,524 0.94% 0.9% 134 +141 0.41% Q1 2026 May 05, 2026
King Wealth Management Group History Reduced 33,426 4,429 0.55% 0.54% 135 -408 -1.21% Q1 2026 May 04, 2026
Trail Ridge Investment Advisors, LLC History Reduced 32,365 4,288 1.86% 1.85% 136 -271 -0.83% Q1 2026 May 05, 2026
Brightwater Advisory LLC History Reduced 32,261 4,274 2.83% 2.93% 137 -728 -2.21% Q1 2026 Apr 30, 2026
Centerpoint Advisors, LLC History Reduced 32,210 4,268 1.39% 1.31% 138 -69 -0.21% Q1 2026 May 07, 2026
Fifth Third Wealth Advisors LLC History Reduced 32,162 4,261 0.14% 0.15% 139 -879 -2.66% Q1 2026 Apr 17, 2026
Sequoia Financial Advisors, LLC History No change 31,680 4,197 0.02% 0.02% 140 0 0.0% Q1 2026 Apr 30, 2026
Astra Wealth Partners LLC History Added to 31,544 4,179 2.49% 2.33% 141 +1,481 4.93% Q1 2026 May 06, 2026
Goelzer Investment Management, Inc. History Added to 31,122 4,123 0.2% 0.19% 142 +95 0.31% Q1 2026 Apr 09, 2026
Soltis Investment Advisors LLC History Added to 30,467 4,036 0.25% 0.25% 143 +1,698 5.9% Q1 2026 Apr 27, 2026
Modera Wealth Management, LLC History No change 29,946 3,967 0.05% 0.05% 144 0 0.0% Q1 2026 May 06, 2026
Midwest Trust Co History Added to 29,895 3,961 0.05% 0.05% 145 +244 0.82% Q1 2026 May 01, 2026
HB Wealth Management, LLC History Added to 29,680 3,932 0.03% 0.02% 146 +876 3.04% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Reduced 29,381 3,893 0.02% 0.02% 147 -2,352 -7.41% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History New 29,018 3,844 0.0% — 148 +29,018 New Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Reduced 28,776 3,812 0.02% 0.02% 149 -12,733 -30.68% Q1 2026 May 11, 2026
River Wealth Advisors LLC History Reduced 28,704 3,803 0.44% 0.43% 150 -354 -1.22% Q1 2026 May 13, 2026
Cranbrook Wealth Management, LLC History Reduced 28,662 3,797 0.77% 0.78% 151 -1,284 -4.29% Q1 2026 Apr 15, 2026
LTG Capital LLC History Reduced 28,112 3,724 2.85% 2.93% 152 -433 -1.52% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Reduced 27,954 3,703 0.02% 0.03% 153 -962 -3.33% Q1 2026 May 15, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 27,667 3,665 0.73% 0.65% 154 +3,973 16.77% Q1 2026 Apr 09, 2026
CIBC WORLD MARKET INC. History Reduced 27,600 3,657 0.01% 0.01% 155 -12,490 -31.15% Q1 2026 May 14, 2026
Glass Jacobson Investment Advisors llc History Reduced 27,604 3,657 1.26% 1.31% 156 -107 -0.39% Q1 2026 Apr 23, 2026
HANCOCK WHITNEY CORP History Added to 25,628 3,643 0.06% 0.01% 157 +21,384 503.86% Q1 2026 May 15, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Added to 27,492 3,642 4.57% 3.17% 158 +7,014 34.25% Q1 2026 May 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 27,171 3,641 0.07% 0.08% 159 -300 -1.09% Q1 2026 Apr 28, 2026
NorthCrest Asset Manangement, LLC History Reduced 27,193 3,624 0.11% 0.09% 160 -3,139 -10.35% Q1 2026 Apr 08, 2026
Alesco Advisors, LLC, An ESL Co History Reduced 27,300 3,617 0.09% 0.09% 161 -333 -1.21% Q1 2026 May 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 27,253 3,611 0.09% 0.09% 162 -105 -0.38% Q1 2026 May 11, 2026
ANB BANK History Added to 26,034 3,449 1.39% 1.36% 163 +67 0.26% Q1 2026 May 06, 2026
Neumann Capital Management, LLC History Reduced 25,973 3,441 1.01% 1.02% 164 -951 -3.53% Q1 2026 Apr 13, 2026
Heritage Wealth Advisors History Reduced 28,654 3,371 0.13% 0.16% 165 -9,094 -24.09% Q1 2026 May 13, 2026
Campion Asset Management History Reduced 25,042 3,318 2.25% 2.31% 166 -229 -0.91% Q1 2026 May 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 24,030 3,184 0.04% 0.04% 167 -202 -0.83% Q1 2026 May 08, 2026
Prosperity Planning, Inc. History Reduced 23,655 3,134 0.79% 0.82% 168 -182 -0.76% Q1 2026 Apr 10, 2026
Members Trust Co History Reduced 23,523 3,116 0.1% 0.1% 169 -546 -2.27% Q1 2026 May 04, 2026
FIRST HAWAIIAN BANK History Reduced 23,229 3,077 0.43% 0.41% 170 -454 -1.92% Q1 2026 Apr 13, 2026
&PARTNERS History Added to 23,025 3,063 0.02% 0.01% 171 +5,687 32.8% Q1 2026 May 15, 2026
JMAC ENTERPRISES LLC History No change 22,352 2,961 0.57% 0.56% 172 0 0.0% Q1 2026 May 01, 2026
Nikulski Financial, Inc. History Reduced 21,775 2,885 0.71% 0.73% 173 -1,303 -5.65% Q1 2026 May 14, 2026
SNS Financial Group, LLC History Reduced 21,763 2,883 0.25% 0.25% 174 -318 -1.44% Q1 2026 Apr 14, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 21,390 2,834 1.56% 1.65% 175 +1,680 8.52% Q1 2026 May 11, 2026
Columbia Bank History Added to 21,360 2,830 0.81% 0.72% 176 +1,544 7.79% Q1 2026 Apr 28, 2026
COMMERCE BANK History Added to 21,212 2,810 0.01% 0.02% 177 +477 2.3% Q1 2026 May 11, 2026
Cooke Wealth Management, LLC History Added to 21,159 2,803 2.48% 2.52% 178 +219 1.05% Q1 2026 Apr 10, 2026
RWA WEALTH PARTNERS, LLC History Added to 20,401 2,703 0.03% 0.03% 179 +22 0.11% Q1 2026 May 13, 2026
UMB Bank, n.a. History Reduced 20,367 2,698 0.04% 0.04% 180 -967 -4.53% Q1 2026 May 11, 2026
Guidance Point Advisors, LLC History Added to 20,231 2,682 0.64% 0.62% 181 +67 0.33% Q1 2026 May 12, 2026
Bragg Financial Advisors, Inc History Added to 19,931 2,640 0.08% 0.09% 182 +46 0.23% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 19,605 2,597 0.03% 0.04% 183 +127 0.65% Q1 2026 Apr 23, 2026
Federation des caisses Desjardins du Quebec History New 19,500 2,583 0.01% — 184 +19,500 New Q1 2026 May 13, 2026
Advisory Services Network, LLC History Added to 19,414 2,572 0.03% 0.04% 185 +170 0.88% Q1 2026 May 15, 2026
Heck Capital Advisors, LLC History Reduced 19,354 2,564 0.19% 0.21% 186 -2,547 -11.63% Q1 2026 Apr 16, 2026
Stokes Family Office, LLC History Reduced 19,218 2,546 0.26% 0.23% 187 -215 -1.11% Q1 2026 May 11, 2026
SB Capital Management Inc History No change 19,318 2,542 0.93% 0.93% 188 0 0.0% Q4 2025 Feb 20, 2026
Allegheny Financial Group History Added to 19,173 2,540 0.34% 0.37% 189 +13 0.07% Q1 2026 Apr 16, 2026
Axis Wealth Partners, LLC History Reduced 19,036 2,522 1.34% 1.41% 190 -378 -1.95% Q1 2026 Apr 24, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 18,991 2,516 0.99% 0.97% 191 +60 0.32% Q1 2026 May 12, 2026
Factorial Partners, LLC History No change 18,900 2,504 1.82% 1.64% 192 0 0.0% Q1 2026 May 13, 2026
Sierra Capital LLC History Reduced 18,718 2,480 0.27% 0.46% 193 -14,026 -42.84% Q1 2026 May 15, 2026
Wealth Advisory Solutions, LLC History Added to 18,675 2,474 0.55% 0.55% 194 +575 3.18% Q1 2026 Apr 22, 2026
Concurrent Investment Advisors, LLC History Added to 18,426 2,441 0.03% 0.03% 195 +242 1.33% Q1 2026 Apr 20, 2026
COZAD ASSET MANAGEMENT INC History Reduced 18,348 2,431 0.19% 0.2% 196 -1,628 -8.15% Q1 2026 May 28, 2026
One Capital Management, LLC History Reduced 18,082 2,395 0.07% 0.08% 197 -1,178 -6.12% Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 18,072 2,394 0.0% 0.0% 198 +4,773 35.89% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History Reduced 17,978 2,382 0.01% 0.01% 199 -170 -0.94% Q1 2026 May 26, 2026
Independent Advisor Alliance History Added to 17,878 2,368 0.03% 0.01% 200 +16,226 982.2% Q1 2026 May 12, 2026
FLOW TRADERS U.S. LLC History New 17,561 2,327 0.07% — 201 +17,561 New Q1 2026 May 15, 2026
Oxler Private Wealth LLC History Reduced 17,561 2,326 0.73% 0.69% 202 -478 -2.65% Q1 2026 Apr 28, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 17,339 2,297 0.05% 0.05% 203 -86 -0.49% Q1 2026 Apr 27, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 17,295 2,291 0.57% 0.56% 204 -571 -3.2% Q1 2026 Apr 28, 2026
Operose Advisors LLC History Reduced 17,288 2,290 0.53% 0.54% 205 -468 -2.64% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 17,224 2,282 0.01% 0.01% 206 -667 -3.73% Q1 2026 May 14, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 17,199 2,278 0.04% 0.04% 207 -8 -0.05% Q1 2026 Apr 21, 2026
Almanack Investment Partners, LLC. History No change 17,145 2,271 0.38% 0.38% 208 0 0.0% Q1 2026 May 05, 2026
CWM, LLC History Reduced 16,859 2,233 0.01% 0.01% 209 -290 -1.69% Q1 2026 May 14, 2026
Stordahl Capital Management, Inc. History Reduced 16,749 2,219 0.46% 0.47% 210 -675 -3.87% Q1 2026 Apr 15, 2026
Opes Wealth Management LLC History Reduced 16,727 2,216 0.36% 0.36% 211 -244 -1.44% Q1 2026 Apr 28, 2026
Avior Wealth Management, LLC History Added to 16,584 2,197 0.06% 0.07% 212 +125 0.76% Q1 2026 Apr 09, 2026
Breakwater Capital Group History Added to 16,513 2,188 0.29% 0.3% 213 +117 0.71% Q1 2026 Apr 20, 2026
Gerald Baker Financial Group LLC History New 16,428 2,176 0.69% — 214 +16,428 New Q1 2026 May 06, 2026
SONATA CAPITAL GROUP INC History No change 16,200 2,146 0.79% 0.77% 215 0 0.0% Q1 2026 Apr 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 16,086 2,131 0.01% 0.01% 216 +695 4.52% Q1 2026 May 13, 2026
Sageworth Trust Co History No change 16,072 2,129 0.09% 0.09% 217 0 0.0% Q1 2026 Apr 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 16,035 2,124 0.48% 0.48% 218 -193 -1.19% Q1 2026 Apr 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 15,997 2,119 0.0% 0.0% 219 +2,481 18.36% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 15,879 2,103 0.01% 0.01% 220 +3,013 23.42% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 15,895 2,091 0.0% 0.0% 221 +122 0.77% Q1 2026 May 15, 2026
HAZLETT, BURT & WATSON, INC. History Added to 15,785 2,088 0.65% 0.54% 222 +2,982 23.29% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Reduced 15,799 2,078 0.01% 0.01% 223 -754 -4.56% Q1 2026 May 15, 2026
SMITH SHELLNUT WILSON LLC /ADV History Reduced 15,638 2,072 0.9% 0.79% 224 -96 -0.61% Q1 2026 Aug 03, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 15,630 2,070 0.04% 0.04% 225 -487 -3.02% Q1 2026 May 13, 2026
Kingsview Wealth Management, LLC History Added to 15,288 2,025 0.03% 0.03% 226 +39 0.26% Q1 2026 May 12, 2026
Sowell Financial Services LLC History Reduced 15,270 2,023 0.07% 0.07% 227 -65 -0.42% Q1 2026 Apr 20, 2026
Farther Finance Advisors, LLC History Added to 15,067 2,006 0.02% 0.02% 228 +1,319 9.59% Q1 2026 Apr 07, 2026
Private Advisory Group LLC History New 14,910 1,975 0.13% — 229 +14,910 New Q1 2026 May 08, 2026
Stratos Wealth Advisors, LLC History Reduced 14,492 1,920 0.12% 0.1% 230 -513 -3.42% Q1 2026 Apr 28, 2026
VANCE WEALTH, LLC History Reduced 14,431 1,912 0.55% 0.65% 231 -2,315 -13.82% Q1 2026 May 15, 2026
Wealth Care LLC History New 14,264 1,889 1.68% — 232 +14,264 New Q1 2026 Apr 24, 2026
Pinnacle Bancorp, Inc. History No change 14,124 1,871 0.55% 0.54% 233 0 0.0% Q1 2026 Apr 22, 2026
CIBC Private Wealth Group LLC History No change 14,110 1,856 0.0% 0.0% 234 0 0.0% Q4 2025 Feb 12, 2026
Cornerstone Advisory, LLC History No change 14,000 1,855 0.18% 0.18% 235 0 0.0% Q1 2026 May 04, 2026
C2C Wealth Management, LLC History Added to 13,974 1,851 1.57% 1.55% 236 +28 0.2% Q1 2026 Apr 20, 2026
Caldwell Trust Co History Reduced 13,889 1,840 0.16% 0.16% 237 -147 -1.05% Q1 2026 Apr 22, 2026
Pure Financial Advisors, LLC History Reduced 13,824 1,831 0.03% 0.03% 238 -31 -0.22% Q1 2026 Apr 10, 2026
Clearstead Advisors, LLC History Added to 13,757 1,822 0.02% 0.02% 239 +289 2.15% Q1 2026 May 06, 2026
Quadrant Private Wealth Management, LLC History Reduced 13,714 1,817 0.28% 0.39% 240 -4,300 -23.87% Q1 2026 May 06, 2026
Rodgers & Associates, LTD History Reduced 13,672 1,811 0.18% 0.18% 241 -187 -1.35% Q1 2026 May 04, 2026
Chicago Partners Investment Group LLC History Added to 12,766 1,801 0.04% 0.04% 242 +652 5.38% Q1 2026 May 04, 2026
American Trust History Reduced 13,272 1,758 0.16% 0.15% 243 -149 -1.11% Q1 2026 May 01, 2026
Accurate Wealth Management, LLC History Added to 12,736 1,752 0.21% 0.21% 244 +886 7.48% Q1 2026 Apr 22, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 13,178 1,746 0.23% 0.2% 245 +760 6.12% Q1 2026 Apr 08, 2026
Corundum Trust Company, INC History No change 13,166 1,744 3.98% 3.94% 246 0 0.0% Q1 2026 Apr 15, 2026
Apollon Wealth Management, LLC History Reduced 13,123 1,738 0.03% 0.03% 247 -891 -6.36% Q1 2026 Apr 22, 2026
CIBC Bancorp USA Inc. History New 13,024 1,725 0.0% — 248 +13,024 New Q1 2026 May 12, 2026
GC Wealth Management RIA, LLC History No change 12,998 1,722 0.07% 0.06% 249 0 0.0% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 12,935 1,713 0.0% 0.0% 250 +9,572 284.63% Q1 2026 May 13, 2026
Novak & Powell Financial Services, Inc. History Reduced 12,881 1,706 0.92% 0.9% 251 -240 -1.83% Q1 2026 May 14, 2026
Shakespeare Wealth Management, LLC History Reduced 12,772 1,692 0.4% 0.37% 252 -46 -0.36% Q1 2026 Apr 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 12,658 1,677 0.13% 0.13% 253 0 0.0% Q1 2026 Apr 23, 2026
Sigma Planning Corp History Reduced 12,624 1,672 0.05% 0.07% 254 -6,455 -33.83% Q1 2026 May 04, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 12,564 1,664 1.26% 1.23% 255 -229 -1.79% Q1 2026 May 08, 2026
WHITTIER TRUST CO History No change 12,276 1,645 0.02% 0.02% 256 0 0.0% Q1 2026 Apr 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 12,325 1,633 0.01% 0.01% 257 -69 -0.56% Q1 2026 May 01, 2026
FIRST TRUST ADVISORS LP History Added to 12,239 1,621 0.0% 0.0% 258 +64 0.53% Q1 2026 May 13, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 12,200 1,616 0.27% 0.3% 259 -1,320 -9.76% Q1 2026 May 06, 2026
Hudson Oak Wealth Advisory LLC History No change 12,098 1,602 1.39% 1.4% 260 0 0.0% Q1 2026 Apr 21, 2026
Bangor Savings Bank History No change 12,083 1,600 0.13% 0.13% 261 0 0.0% Q1 2026 Apr 01, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 12,009 1,591 0.74% — 262 +12,009 New Q1 2026 Apr 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 11,960 1,584 0.0% 0.0% 263 -1,931 -13.9% Q1 2026 May 08, 2026
TRUST CO OF VERMONT History No change 11,997 1,578 0.07% 0.07% 264 0 0.0% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History Reduced 11,865 1,572 0.3% 0.26% 265 -25 -0.21% Q1 2026 May 20, 2026
Crescent Grove Advisors, LLC History No change 11,806 1,564 0.15% 0.14% 266 0 0.0% Q1 2026 May 06, 2026
Berman McAleer LLC History Reduced 11,769 1,559 0.21% 0.23% 267 -950 -7.47% Q1 2026 Apr 17, 2026
Valmark Advisers, Inc. History Added to 11,765 1,558 0.02% 0.02% 268 +48 0.41% Q1 2026 May 01, 2026
Stenger Family Office, LLC History No change 11,760 1,558 0.28% 0.32% 269 0 0.0% Q1 2026 Apr 29, 2026
BESSEMER GROUP INC History Reduced 11,738 1,555 0.0% 0.0% 270 -1,470 -11.13% Q1 2026 May 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 11,638 1,542 0.04% 0.04% 271 0 0.0% Q1 2026 Apr 23, 2026
Peregrine Asset Advisers, Inc. History Reduced 11,245 1,489 0.4% 0.42% 272 -54 -0.48% Q1 2026 Apr 24, 2026
AE Wealth Management LLC History Added to 11,046 1,463 0.01% 0.01% 273 +269 2.5% Q1 2026 May 13, 2026
VICUS CAPITAL History Reduced 11,022 1,460 0.11% 0.12% 274 -1,143 -9.4% Q1 2026 Apr 22, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 10,703 1,418 0.25% 0.25% 275 +288 2.77% Q1 2026 Apr 17, 2026
Keenan, LLC History Reduced 10,705 1,414 1.19% 2.12% 277 -7,660 -41.71% Q1 2026 Apr 22, 2026
Vise Technologies, Inc. History No change 10,748 1,414 0.03% 0.03% 276 0 0.0% Q1 2026 Apr 21, 2026
Keel Point, LLC History Reduced 10,638 1,409 0.09% 0.08% 278 -19 -0.18% Q1 2026 May 29, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 10,375 1,374 0.65% 0.61% 279 -297 -2.78% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Added to 10,085 1,336 0.04% 0.03% 280 +2,500 32.96% Q1 2026 May 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 10,082 1,335 0.1% 0.1% 281 -1,645 -14.03% Q1 2026 Apr 16, 2026
OneDigital Investment Advisors LLC History Added to 10,044 1,330 0.01% 0.01% 282 +1,195 13.5% Q1 2026 May 08, 2026
FULTON BANK, N.A. History Added to 9,541 1,264 0.04% 0.04% 283 +65 0.69% Q1 2026 Apr 24, 2026
NWAM LLC History Reduced 9,391 1,244 0.07% 0.07% 284 -266 -2.75% Q1 2026 May 04, 2026
Alliance Private Wealth, LLC History Added to 9,395 1,244 0.45% 0.44% 285 +162 1.75% Q1 2026 May 13, 2026
GENESIS PRIVATE WEALTH, LLC History No change 9,337 1,237 0.39% 0.38% 286 0 0.0% Q1 2026 Apr 16, 2026
AMG National Trust Bank History Added to 9,325 1,235 0.03% 0.03% 287 +482 5.45% Q1 2026 May 04, 2026
HighMark Wealth Management LLC History Added to 9,274 1,228 0.5% 0.5% 288 +10 0.11% Q1 2026 May 05, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 9,157 1,213 0.65% 0.81% 289 -1,874 -16.99% Q1 2026 May 14, 2026
ANDERSON HOAGLAND & CO History No change 8,966 1,187 0.1% 0.1% 290 0 0.0% Q1 2026 Apr 07, 2026
SIMON QUICK ADVISORS, LLC History Added to 8,925 1,182 0.05% 0.05% 291 +1 0.01% Q1 2026 May 06, 2026
Financial Partners Group, Inc History Reduced 8,849 1,172 0.14% 0.14% 292 -102 -1.14% Q1 2026 Apr 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 8,845 1,171 0.09% 0.1% 293 0 0.0% Q1 2026 May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 8,750 1,159 0.0% — 294 +8,750 New Q1 2026 May 12, 2026
CITIGROUP INC History Added to 8,710 1,154 0.0% 0.0% 295 +1,096 14.39% Q1 2026 May 11, 2026
FAS Wealth Partners, Inc. History Added to 8,517 1,128 0.07% 0.07% 296 +28 0.33% Q1 2026 Jun 09, 2026
WealthShield Partners, LLC History No change 8,425 1,116 0.12% 0.12% 297 0 0.0% Q1 2026 May 01, 2026
NewEdge Advisors, LLC History Reduced 8,391 1,111 0.0% 0.0% 298 -872 -9.41% Q1 2026 Jun 02, 2026
TAGStone Capital, Inc. History Added to 8,384 1,110 0.39% 0.41% 299 +29 0.35% Q1 2026 May 11, 2026
Essex LLC History Reduced 8,343 1,105 0.2% 0.2% 300 -143 -1.69% Q1 2026 Apr 24, 2026
Compass Financial Group, Inc. (Ohio) History Reduced 8,306 1,100 0.81% 0.83% 301 -308 -3.58% Q1 2026 May 08, 2026
Capital Analysts, LLC History Reduced 8,236 1,096 0.03% 0.03% 302 -158 -1.88% Q1 2026 May 14, 2026
WESBANCO BANK INC History Added to 8,249 1,092 0.03% 0.03% 303 +365 4.63% Q1 2026 Apr 21, 2026
Aspire Growth Partners LLC History Added to 8,094 1,072 0.74% 0.73% 304 +168 2.12% Q1 2026 Apr 17, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 8,058 1,067 0.12% 0.12% 305 +243 3.11% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 7,993 1,059 0.0% 0.0% 306 +1,682 26.65% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 7,957 1,054 0.01% 0.01% 307 +19 0.24% Q1 2026 May 01, 2026
AssuredPartners Investment Advisors, LLC History Reduced 7,834 1,050 0.11% 0.15% 308 -5 -0.06% Q1 2026 Apr 10, 2026
Alpine Bank Wealth Management History Reduced 7,910 1,048 0.15% 0.15% 309 -400 -4.81% Q1 2026 Apr 21, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 7,809 1,034 0.06% 0.07% 310 -2,035 -20.67% Q1 2026 May 11, 2026
Wellspring Financial Advisors, LLC History Added to 7,785 1,031 0.08% 0.07% 311 +689 9.71% Q1 2026 May 15, 2026
JMG Financial Group, Ltd. History No change 7,771 1,029 0.03% 0.03% 312 0 0.0% Q1 2026 May 07, 2026
Finley Financial, LLC History No change 7,760 1,028 0.48% 0.47% 313 0 0.0% Q1 2026 Apr 22, 2026
DAVIDSON TRUST CO History Added to 7,731 1,024 0.44% 0.39% 314 +684 9.71% Q1 2026 Apr 20, 2026
Houlihan Financial Resource Group, Ltd. History No change 7,727 1,023 0.4% 0.39% 315 0 0.0% Q1 2026 Apr 29, 2026
KLCM Advisors, Inc. History No change 7,698 1,019 0.09% 0.09% 316 0 0.0% Q1 2026 Apr 30, 2026
CreativeOne Wealth, LLC History Added to 7,633 1,011 0.02% 0.02% 317 +1,386 22.19% Q1 2026 May 15, 2026
Compound Planning, Inc. History No change 7,619 1,009 0.03% 0.03% 318 0 0.0% Q1 2026 May 14, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 7,247 960 0.03% 0.04% 319 -1,456 -16.73% Q1 2026 May 11, 2026
Innovative Wealth Building LLC History Reduced 7,237 958 0.67% 0.74% 320 -504 -6.51% Q1 2026 May 01, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 7,155 948 0.23% 0.23% 321 -30 -0.42% Q1 2026 Apr 22, 2026
GLR Partners, LLC History New 7,000 927 0.51% — 323 +7,000 New Q1 2026 May 13, 2026
Mystic Asset Management, Inc. History No change 7,000 927 0.21% 0.21% 322 0 0.0% Q1 2026 May 08, 2026
SCS Capital Management LLC History Added to 6,949 920 0.01% 0.01% 324 +115 1.68% Q1 2026 May 11, 2026
BRIGHTON JONES LLC History New 6,943 919 0.02% — 325 +6,943 New Q1 2026 Aug 06, 2026
Narwhal Capital Management History No change 6,923 917 0.07% 0.07% 326 0 0.0% Q1 2026 Apr 23, 2026
Savant Capital, LLC History Reduced 6,742 893 0.0% 0.01% 327 -374 -5.26% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Added to 6,696 887 0.0% 0.0% 328 +2,196 48.8% Q1 2026 May 12, 2026
VANGUARD GROUP INC History No change 6,727 885 0.0% 0.0% 329 0 0.0% Q4 2025 Jan 29, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,648 880 0.21% 0.21% 330 0 0.0% Q1 2026 Apr 28, 2026
Venture Visionary Partners LLC History Added to 6,584 872 0.03% 0.03% 331 +4 0.06% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 6,570 870 0.02% 0.02% 332 -10 -0.15% Q1 2026 Apr 13, 2026
MainStreet Investment Advisors LLC History Reduced 6,570 870 0.13% 0.12% 333 -10 -0.15% Q1 2026 May 11, 2026
Global Retirement Partners, LLC History No change 6,615 870 0.02% 0.02% 334 0 0.0% Q4 2025 Feb 06, 2026
Harbour Capital Advisors, LLC History No change 6,080 857 0.16% 0.16% 335 0 0.0% Q1 2026 Apr 29, 2026
Matthew Goff Investment Advisor, LLC History No change 6,436 852 0.14% 0.15% 336 0 0.0% Q1 2026 Apr 16, 2026
Private Wealth Asset Management, LLC History Reduced 6,398 847 0.09% 0.11% 337 -1,002 -13.54% Q1 2026 May 06, 2026
Beirne Wealth Consulting Services, LLC History No change 6,386 846 0.24% 0.24% 338 0 0.0% Q1 2026 Apr 30, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,350 841 0.08% 0.07% 339 0 0.0% Q1 2026 May 01, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 6,328 837 0.01% 0.01% 340 +3 0.05% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 6,312 836 0.01% 0.01% 341 -2,738 -30.25% Q1 2026 Apr 28, 2026
Meridian Financial Advisors, LLC History Reduced 6,302 834 0.46% 0.46% 342 -185 -2.85% Q1 2026 Apr 21, 2026
StoneCrest Wealth Management, Inc. History Reduced 6,244 827 0.35% 0.34% 343 -149 -2.33% Q1 2026 Apr 08, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 6,185 819 0.09% 0.09% 344 -67 -1.07% Q1 2026 Apr 30, 2026
Focus Partners Advisor Solutions, LLC History Added to 6,105 808 0.01% 0.01% 346 +783 14.71% Q1 2026 May 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,099 808 0.02% 0.02% 345 -77 -1.25% Q1 2026 Apr 07, 2026
Krilogy Financial LLC History Added to 5,745 798 0.03% 0.03% 348 +2 0.03% Q1 2026 Apr 17, 2026
Cadence Bank History No change 6,066 798 0.05% 0.05% 347 0 0.0% Q4 2025 Jan 30, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 6,020 797 0.01% 0.01% 349 -696 -10.36% Q1 2026 Apr 27, 2026
EVOKE WEALTH, LLC History Reduced 6,013 796 0.01% 0.01% 350 -78 -1.28% Q1 2026 May 14, 2026
RFG Advisory, LLC History Reduced 5,952 788 0.01% 0.02% 351 -116 -1.91% Q1 2026 Apr 17, 2026
Brand Asset Management Group, Inc. History New 5,843 774 0.2% — 352 +5,843 New Q1 2026 May 11, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 5,830 772 0.13% 0.14% 354 -279 -4.57% Q1 2026 May 01, 2026
Independence Bank of Kentucky History No change 5,828 772 0.1% 0.1% 353 0 0.0% Q1 2026 Apr 30, 2026
Bay Capital Advisors, LLC History No change 5,797 768 0.47% 0.46% 355 0 0.0% Q1 2026 Apr 22, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 5,727 758 0.11% 0.12% 356 -503 -8.07% Q1 2026 Apr 20, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 5,676 752 0.04% 1.15% 357 -175,502 -96.87% Q1 2026 May 15, 2026
Vanguard National Trust Co History New 5,656 749 0.05% — 358 +5,656 New Q1 2026 May 08, 2026
Cambridge Financial Group, LLC History Reduced 5,570 738 0.25% 0.3% 360 -1,164 -17.29% Q1 2026 Apr 08, 2026
Connecticut Wealth Management, LLC History No change 5,572 738 0.03% 0.03% 359 0 0.0% Q1 2026 Apr 30, 2026
Robertson Stephens Wealth Management, LLC History Added to 5,566 737 0.02% 0.02% 361 +2 0.04% Q1 2026 Apr 28, 2026
PRIVATE TRUST CO NA History Reduced 5,508 729 0.07% 0.06% 362 -62 -1.11% Q1 2026 Apr 30, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 5,501 728 0.01% 0.02% 363 -1,066 -16.23% Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 5,428 719 0.02% 0.02% 364 +231 4.44% Q1 2026 May 15, 2026
Thomasville National Bank History No change 5,454 717 0.04% 0.04% 365 0 0.0% Q4 2025 Jan 26, 2026
Turning Point Benefit Group, Inc. History Reduced 5,346 716 0.46% 0.95% 366 -8,549 -61.53% Q1 2026 May 12, 2026
Arax Advisory Partners History Reduced 5,339 707 0.02% 0.02% 367 -67 -1.24% Q1 2026 May 13, 2026
First Citizens Asset Management, Inc. History Reduced 5,343 707 0.25% 0.25% 368 -15 -0.28% Q1 2026 Apr 17, 2026
MONECO ADVISORS, LLC History Reduced 5,215 691 0.05% 0.05% 369 -36 -0.69% Q1 2026 May 07, 2026
SAXON INTERESTS, INC. History No change 5,174 685 0.24% 0.24% 370 0 0.0% Q1 2026 Apr 29, 2026
Pinnacle Family Advisors, LLC History Reduced 5,147 681 0.32% 0.3% 371 -56 -1.08% Q1 2026 May 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 5,133 680 0.07% 0.07% 372 +6 0.12% Q1 2026 Apr 27, 2026
Cambridge Advisors Inc. History No change 5,127 679 0.13% 0.13% 373 0 0.0% Q1 2026 Apr 16, 2026
apricus wealth, LLC History No change 5,114 677 0.33% 0.34% 374 0 0.0% Q1 2026 Apr 22, 2026
Parallel Advisors, LLC History Added to 5,099 675 0.01% 0.01% 375 +1,744 51.98% Q1 2026 Jun 02, 2026
Fiduciary Alliance LLC History Added to 4,842 670 0.04% 0.04% 376 +73 1.53% Q1 2026 Apr 20, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 5,053 669 0.05% 0.05% 377 0 0.0% Q1 2026 Apr 28, 2026
Composition Wealth, LLC History Reduced 5,029 666 0.01% 0.01% 378 -779 -13.41% Q1 2026 Apr 08, 2026
Stratos Investment Management, LLC History Added to 5,007 663 0.03% 0.03% 379 +94 1.91% Q1 2026 Apr 28, 2026
Strategic Blueprint, LLC History Added to 5,010 663 0.04% 0.04% 380 +11 0.22% Q1 2026 Apr 29, 2026
Fairscale Capital, LLC History Added to 4,977 659 0.46% 0.42% 381 +135 2.79% Q1 2026 May 11, 2026
Claro Advisors Inc. History Reduced 4,909 650 0.08% 0.09% 382 -366 -6.94% Q1 2026 Apr 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 4,889 648 0.01% 0.01% 383 -272 -5.27% Q1 2026 May 11, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 4,881 646 0.31% 0.32% 384 0 0.0% Q1 2026 May 05, 2026
AWM CAPITAL, LLC History No change 4,822 638 0.06% 0.06% 385 0 0.0% Q1 2026 May 12, 2026
BANK OF STOCKTON History Reduced 4,790 634 0.2% 0.29% 386 -2,884 -37.58% Q1 2026 Apr 29, 2026
Main Street Financial Solutions, LLC History Added to 4,773 632 0.05% 0.04% 387 +517 12.15% Q1 2026 Jul 29, 2026
PKS Advisory Services, LLC History Reduced 4,728 626 0.15% 0.15% 388 -201 -4.08% Q1 2026 May 13, 2026
MSH Capital Advisors LLC History No change 4,725 626 0.13% 0.13% 389 0 0.0% Q1 2026 May 08, 2026
FC Advisory LLC History Reduced 4,717 625 0.18% 0.2% 390 -585 -11.03% Q1 2026 Apr 14, 2026
Performance Wealth Partners, LLC History No change 4,649 615 0.02% 0.02% 391 0 0.0% Q1 2026 Apr 10, 2026
Meridian Wealth Management, LLC History Reduced 4,630 613 0.02% 0.02% 393 -295 -5.99% Q1 2026 May 06, 2026
Nicholas Hoffman & Company, LLC. History No change 4,630 613 0.01% 0.01% 392 0 0.0% Q1 2026 Apr 29, 2026
Professional Financial Advisors, LLC History Reduced 4,606 610 0.12% 0.12% 394 -16 -0.35% Q1 2026 Apr 13, 2026
SageView Advisory Group, LLC History Reduced 4,598 609 0.02% 0.02% 395 -1 -0.02% Q1 2026 Aug 10, 2026
FIRST HORIZON CORP History Added to 4,586 607 0.03% 0.03% 396 +161 3.64% Q1 2026 Apr 30, 2026
EPG Wealth Management LLC History Added to 4,583 607 0.16% 0.16% 397 +12 0.26% Q1 2026 May 07, 2026
American Wealth Advisors, LLC History Added to 4,574 606 0.63% 0.59% 398 +15 0.33% Q1 2026 Apr 29, 2026
Rockbridge Investment Management, LCC History No change 4,566 604 0.05% 0.06% 399 0 0.0% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History New 4,553 603 0.01% — 400 +4,553 New Q1 2026 Apr 27, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 4,502 596 0.05% 0.04% 401 0 0.0% Q1 2026 Apr 28, 2026
Montecito Bank & Trust History No change 4,490 594 0.1% 0.09% 402 0 0.0% Q1 2026 Apr 16, 2026
Avantax Planning Partners, Inc. History No change 4,446 589 0.02% 0.02% 403 0 0.0% Q1 2026 May 04, 2026
Weinberger Asset Management, Inc History Reduced 4,442 588 0.22% 0.25% 404 -789 -15.08% Q1 2026 May 08, 2026
Yanni & Associates Investment Advisors, LLC History No change 4,400 583 0.6% 0.58% 405 0 0.0% Q1 2026 Apr 09, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Added to 4,394 582 0.6% 0.59% 406 +100 2.33% Q1 2026 Apr 23, 2026
BAILARD, INC. History Reduced 4,383 580 0.01% 0.01% 407 -474 -9.76% Q1 2026 May 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,363 578 0.02% 0.02% 408 0 0.0% Q1 2026 May 06, 2026
Destiny Capital Corp/CO History Reduced 4,321 572 0.3% 0.31% 409 -228 -5.01% Q1 2026 May 11, 2026
Triangle Securities Wealth Management History Added to 4,290 568 0.13% 0.12% 410 +35 0.82% Q1 2026 Apr 20, 2026
Ancora Advisors LLC History No change 4,175 553 0.01% 0.01% 411 0 0.0% Q1 2026 May 15, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,178 553 0.04% 0.04% 412 0 0.0% Q1 2026 Apr 20, 2026
COOKSON PEIRCE & CO INC History Added to 4,166 551 0.02% 0.02% 413 +144 3.58% Q1 2026 Apr 30, 2026
First Command Advisory Services, Inc. History Reduced 4,152 550 0.0% 0.0% 414 -235 -5.36% Q1 2026 May 07, 2026
Crestwood Advisors Group, LLC History Added to 4,149 549 0.01% 0.01% 416 +583 16.35% Q1 2026 May 05, 2026
Clark Capital Management Group, Inc. History Reduced 4,149 549 0.0% 0.0% 415 -351 -7.8% Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Added to 4,147 549 0.01% 0.01% 417 +67 1.64% Q1 2026 Apr 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 4,091 542 0.02% 0.04% 418 -5,710 -58.26% Q1 2026 May 12, 2026
Beaumont Financial Advisors, LLC History Reduced 4,066 538 0.04% 0.04% 419 -14 -0.34% Q1 2026 May 05, 2026
Blackston Financial Advisory Group, LLC History Reduced 4,056 537 0.34% 0.38% 420 -693 -14.59% Q1 2026 Apr 23, 2026
IFG Advisors, LLC History Added to 4,008 531 0.09% 0.09% 421 +1 0.02% Q1 2026 Apr 09, 2026
Ironsides Asset Advisors, LLC History No change 4,000 530 0.13% 0.13% 422 0 0.0% Q1 2026 May 11, 2026
Wolff Financial Management LLC History No change 4,000 530 0.12% 0.12% 423 0 0.0% Q1 2026 Apr 15, 2026
Riverbend Wealth Management, LLC History No change 4,000 530 0.3% 0.33% 424 0 0.0% Q1 2026 Apr 22, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,978 527 0.01% 0.01% 425 0 0.0% Q1 2026 May 15, 2026
ASPIRIANT, LLC History No change 3,976 526 0.01% 0.02% 426 0 0.0% Q1 2026 May 12, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 3,951 523 0.05% 0.05% 427 -76 -1.89% Q1 2026 Apr 30, 2026
Hyundai Investments Co., Ltd. History Reduced 4,038 522 0.59% 0.59% 428 -548 -11.95% Q1 2026 May 15, 2026
Purkiss Capital Advisors LLC History Reduced 3,911 518 0.23% 0.27% 430 -395 -9.17% Q1 2026 May 04, 2026
River Street Advisors LLC History Added to 3,913 518 0.18% 0.18% 429 +260 7.12% Q1 2026 Apr 21, 2026
Tower Research Capital LLC (TRC) History New 3,890 515 0.01% — 432 +3,890 New Q1 2026 May 15, 2026
FRG Family Wealth Advisors LLC History No change 3,888 515 0.08% 0.08% 431 0 0.0% Q1 2026 Apr 24, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,882 514 0.01% 0.01% 433 +530 15.81% Q1 2026 May 13, 2026
Calamos Advisors LLC History New 3,864 511 0.0% — 435 +3,864 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History Added to 3,864 511 0.02% 0.01% 434 +786 25.54% Q1 2026 May 04, 2026
ARWA LLC History Reduced 3,688 509 0.25% 0.29% 436 -135 -3.53% Q1 2026 Apr 13, 2026
Park Place Capital Corp History Reduced 3,833 507 0.1% 0.2% 437 -3,440 -47.3% Q1 2026 Apr 09, 2026
StoneX Group Inc. History Reduced 3,825 506 0.03% 0.16% 438 -24,104 -86.3% Q1 2026 May 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 3,820 506 0.04% 0.03% 439 +114 3.08% Q1 2026 Apr 20, 2026
Financial Alternatives, Inc History No change 3,806 504 0.27% 0.29% 440 0 0.0% Q1 2026 May 01, 2026
SouthState Bank Corp History Reduced 3,784 501 0.02% 0.02% 441 -125 -3.2% Q1 2026 May 05, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 3,750 496 0.06% 0.06% 442 +12 0.32% Q1 2026 May 12, 2026
TrinityBridge Ltd History No change 3,741 495 0.01% 0.01% 443 0 0.0% Q1 2026 May 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 3,670 486 0.01% 0.05% 444 -18,636 -83.55% Q1 2026 May 11, 2026
Topsail Wealth Management, LLC History No change 3,660 484 0.07% 0.07% 445 0 0.0% Q1 2026 Apr 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 3,640 482 0.08% 0.07% 446 +618 20.45% Q1 2026 Apr 21, 2026
DOLIVER ADVISORS, LP History Added to 3,612 478 0.11% 0.12% 447 +10 0.28% Q1 2026 Apr 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,580 474 0.01% 0.01% 448 -111 -3.01% Q1 2026 Apr 20, 2026
CHOREO, LLC History Added to 3,563 472 0.01% 0.01% 449 +589 19.8% Q1 2026 May 12, 2026
FOSTER & MOTLEY INC History No change 3,540 469 0.02% 0.02% 450 0 0.0% Q1 2026 Apr 21, 2026
WEDBUSH SECURITIES INC History Reduced 3,522 467 0.01% 0.01% 451 -70 -1.95% Q1 2026 Apr 21, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,515 465 0.06% 0.06% 452 +86 2.51% Q1 2026 Apr 13, 2026
Wealthcare Advisory Partners LLC History Reduced 3,487 462 0.01% 0.01% 453 -177 -4.83% Q1 2026 Apr 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 3,482 461 0.02% 0.02% 454 0 0.0% Q1 2026 Apr 29, 2026
Global Trust Asset Management, LLC History Reduced 3,476 460 0.18% 0.18% 455 -54 -1.53% Q1 2026 Apr 23, 2026
PFG Advisors History Reduced 3,461 458 0.02% 0.02% 456 -180 -4.94% Q1 2026 May 05, 2026
Atlantic Union Bankshares Corp History Added to 3,419 453 0.01% 0.01% 457 +47 1.39% Q1 2026 May 12, 2026
Goldstein Advisors, LLC History No change 3,420 453 0.05% 0.05% 458 0 0.0% Q1 2026 Apr 28, 2026
Veridan Wealth LLC History Added to 3,410 451 0.17% 0.15% 459 +7 0.21% Q1 2026 May 15, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,391 449 0.12% 0.12% 460 0 0.0% Q1 2026 May 08, 2026
Stonebridge Financial Group, LLC / MO History Added to 3,385 448 0.38% 0.39% 461 +3 0.09% Q1 2026 Apr 17, 2026
Argent Trust Co History Added to 3,375 447 0.02% 0.01% 462 +225 7.14% Q1 2026 May 13, 2026
BOSTON FAMILY OFFICE LLC History Reduced 3,352 444 0.03% 0.03% 463 -547 -14.03% Q1 2026 May 13, 2026
MidAtlantic Capital Management, Inc. History Reduced 3,344 443 0.31% 0.88% 464 -7,093 -67.96% Q1 2026 May 07, 2026
Ameritas Advisory Services, LLC History Reduced 3,322 440 0.02% 0.02% 465 -52 -1.54% Q1 2026 May 12, 2026
Sensible Money, LLC History No change 3,311 438 0.13% 0.14% 466 0 0.0% Q1 2026 Apr 21, 2026
SAGE FINANCIAL GROUP INC History Reduced 3,288 435 0.03% 0.03% 467 -41 -1.23% Q1 2026 May 07, 2026
Ally Invest Advisors Inc. History Reduced 3,276 434 0.03% 0.03% 468 -220 -6.29% Q1 2026 May 12, 2026
EverSource Wealth Advisors, LLC History Added to 3,230 428 0.01% 0.02% 469 +4 0.12% Q1 2026 May 15, 2026
UPTICK PARTNERS, LLC History Reduced 3,230 427 0.09% 0.09% 471 -24 -0.74% Q1 2026 May 01, 2026
SlateStone Wealth, LLC History Added to 3,222 427 0.04% 0.04% 470 +1 0.03% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 3,221 426 0.0% 0.0% 472 +168 5.5% Q1 2026 May 15, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 3,198 423 0.07% 0.07% 473 0 0.0% Q1 2026 May 14, 2026
Cornerstone Planning, LLC History Reduced 3,189 422 0.1% 0.1% 474 -2 -0.06% Q1 2026 May 11, 2026
DAVENPORT & Co LLC History No change 3,181 421 0.0% 0.0% 475 0 0.0% Q1 2026 Apr 15, 2026
Gateway Wealth Partners, LLC History Added to 3,154 417 0.02% 0.02% 476 +1,579 100.25% Q1 2026 May 15, 2026
Crusonia Wealth Advisors LLC History Reduced 3,126 414 0.09% 0.09% 477 -5 -0.16% Q1 2026 May 12, 2026
Nilsine Partners, LLC History No change 2,870 406 0.03% 0.03% 478 0 0.0% Q1 2026 Apr 29, 2026
Independent Solutions Wealth Management, LLC History New 3,062 405 0.06% — 479 +3,062 New Q1 2026 Apr 27, 2026
Renasant Bank History Reduced 3,000 397 0.28% 0.53% 480 -2,994 -49.95% Q1 2026 Apr 29, 2026
IHT Wealth Management, LLC History Reduced 2,992 396 0.01% 0.01% 481 -240 -7.43% Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,055 395 0.01% 0.01% 482 0 0.0% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History No change 2,978 394 0.03% 0.03% 483 0 0.0% Q1 2026 May 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 2,961 392 0.07% — 485 +2,961 New Q1 2026 Apr 29, 2026
ROMANO BROTHERS AND COMPANY History No change 2,965 392 0.04% 0.04% 484 0 0.0% Q1 2026 Apr 21, 2026
Perigon Wealth Management, LLC History Added to 2,941 389 0.01% 0.01% 486 +2 0.07% Q1 2026 Apr 10, 2026
WASHINGTON TRUST BANK History Reduced 2,930 388 0.03% 0.03% 487 -112 -3.68% Q1 2026 May 07, 2026
BDFS Capital LLC History Added to 2,930 388 0.19% 0.19% 489 +5 0.17% Q1 2026 Apr 15, 2026
Heartwood Wealth Advisors LLC History Added to 2,932 388 0.03% 0.04% 488 +4 0.14% Q1 2026 Apr 07, 2026
Cornerstone Wealth Management, LLC History No change 2,928 387 0.02% 0.02% 490 0 0.0% Q1 2026 Apr 23, 2026
RENAISSANCE TECHNOLOGIES LLC History New 2,900 384 0.0% — 492 +2,900 New Q1 2026 May 14, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 2,900 384 0.21% 0.19% 491 +250 9.43% Q1 2026 May 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 2,776 383 0.02% 0.02% 493 +33 1.2% Q1 2026 Apr 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,870 382 0.0% 0.0% 495 -3,612 -55.72% Q1 2026 May 05, 2026
KWMG, LLC History Added to 2,889 382 0.03% 0.03% 494 +67 2.37% Q1 2026 Apr 09, 2026
Mayflower Financial Advisors, LLC History No change 2,866 379 0.05% 0.05% 496 0 0.0% Q1 2026 Apr 23, 2026
Horizon Investments, LLC History Added to 2,840 376 0.0% 0.0% 497 +1,419 99.86% Q1 2026 May 14, 2026
Zhang Financial LLC History Added to 2,827 374 0.01% 0.01% 498 +2 0.07% Q1 2026 May 06, 2026
Capital Square, LLC History No change 2,644 373 0.17% 0.18% 499 0 0.0% Q1 2026 May 11, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,814 372 0.01% 0.0% 500 0 0.0% Q1 2026 May 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 2,802 371 0.01% 0.1% 501 -33,470 -92.28% Q1 2026 Apr 15, 2026
Spire Wealth Management History Reduced 2,754 364 0.01% 0.01% 502 -94 -3.3% Q1 2026 Apr 22, 2026
Lewis Asset Management, LLC History No change 2,750 364 0.15% 0.15% 503 0 0.0% Q1 2026 Apr 21, 2026
Rayburn West Financial Services LLC History No change 2,750 364 0.21% 0.22% 504 0 0.0% Q1 2026 May 05, 2026
Hilltop Holdings Inc. History No change 2,730 361 0.03% 0.02% 505 0 0.0% Q1 2026 May 14, 2026
Mezzasalma Advisors, LLC History No change 2,727 361 0.09% 0.09% 506 0 0.0% Q1 2026 Apr 17, 2026
Insight Inv LLC History Reduced 2,716 359 0.2% 0.23% 507 -425 -13.53% Q1 2026 Apr 27, 2026
CRA Financial Services, LLC History No change 2,697 357 0.05% 0.05% 508 0 0.0% Q1 2026 Apr 09, 2026
Leeward Investments, LLC - MA History Reduced 2,692 356 0.02% 0.31% 510 -44,336 -94.28% Q1 2026 Apr 17, 2026
Vann Equity Management LLC History New 2,693 356 0.25% — 511 +2,693 New Q1 2026 May 08, 2026
Atlas Brown,Inc. History Added to 2,689 356 0.11% 0.1% 509 +7 0.26% Q1 2026 Apr 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 2,685 355 0.07% 0.07% 512 -21 -0.78% Q1 2026 Apr 21, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 2,664 352 0.06% 0.06% 513 -100 -3.62% Q1 2026 May 15, 2026
Western Wealth Management, LLC History Reduced 2,664 352 0.01% 0.02% 515 -13 -0.49% Q1 2026 Jun 18, 2026
Wagner Wealth Management, LLC History Added to 2,658 352 0.07% 0.07% 514 +8 0.3% Q1 2026 Apr 24, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 2,658 352 0.28% 0.28% 516 0 0.0% Q1 2026 May 07, 2026
Merit Financial Group, LLC History New 2,650 351 0.0% — 518 +2,650 New Q1 2026 Apr 15, 2026
IEQ CAPITAL, LLC History Reduced 2,650 351 0.0% 0.0% 517 -1,083 -29.01% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Reduced 2,639 349 0.02% 0.02% 520 -3 -0.11% Q1 2026 Apr 24, 2026
Haverford Trust Co History No change 2,635 349 0.0% 0.0% 519 0 0.0% Q1 2026 May 11, 2026
WILLNER & HELLER, LLC History Added to 2,628 348 0.26% 0.25% 522 +9 0.34% Q1 2026 Apr 17, 2026
EQUITABLE TRUST CO History No change 2,632 348 0.02% 0.02% 521 0 0.0% Q1 2026 Apr 30, 2026
KPP Advisory Services LLC History No change 2,618 346 0.05% 0.05% 523 0 0.0% Q1 2026 Apr 24, 2026
Reynders McVeigh Capital Management, LLC History No change 2,600 345 0.02% 0.02% 524 0 0.0% Q1 2026 Apr 27, 2026
FWG Investments, LLC. History Reduced 2,599 344 0.22% 0.27% 525 -643 -19.83% Q1 2026 Apr 21, 2026
Prime Capital Investment Advisors, LLC History Added to 2,594 343 0.0% 0.0% 526 +341 15.14% Q1 2026 May 08, 2026
Cape Investment Advisory, Inc. History Reduced 2,587 342 0.11% 0.12% 527 -347 -11.83% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History No change 2,551 338 0.0% 0.0% 528 0 0.0% Q1 2026 May 15, 2026
Busey Bank History No change 2,549 337 0.01% 0.01% 529 0 0.0% Q1 2026 Apr 28, 2026
MKT Advisors LLC History No change 2,507 336 0.11% 0.12% 530 0 0.0% Q1 2026 Apr 10, 2026
Gryphon Financial Partners LLC History No change 2,528 334 0.03% 0.04% 531 0 0.0% Q1 2026 May 06, 2026
Bonfire Financial History No change 2,515 333 0.25% 0.25% 532 0 0.0% Q1 2026 May 06, 2026
XTX Topco Ltd History Reduced 2,489 329 0.01% 0.01% 533 -608 -19.63% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History No change 2,476 328 0.01% 0.01% 534 0 0.0% Q1 2026 May 08, 2026
Bellwether Advisors, LLC History Reduced 2,454 325 0.06% 0.05% 535 -39 -1.56% Q1 2026 May 12, 2026
FAYEZ SAROFIM & CO History Reduced 2,446 324 0.0% 0.0% 536 -1,080 -30.63% Q1 2026 May 15, 2026
Clarity Asset Management, Inc. History Added to 2,442 323 0.16% 0.18% 537 +9 0.37% Q1 2026 May 04, 2026
VeraBank, N.A. History No change 2,417 320 0.06% 0.06% 538 0 0.0% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,406 318 0.01% 0.01% 539 0 0.0% Q1 2026 Apr 20, 2026
Gladstone Institutional Advisory LLC History Reduced 2,398 317 0.01% 0.01% 540 -459 -16.07% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 2,363 313 0.0% 0.0% 541 +104 4.6% Q1 2026 May 08, 2026
Gen-Wealth Partners Inc History Reduced 2,357 312 0.1% 0.1% 543 -29 -1.22% Q1 2026 May 08, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 2,355 312 0.01% 0.01% 542 -25 -1.05% Q1 2026 Apr 24, 2026
BIP Wealth, LLC History New 2,351 311 0.01% — 544 +2,351 New Q1 2026 Apr 27, 2026
Eagle Strategies LLC History Reduced 2,343 310 0.04% 0.06% 546 -1,504 -39.1% Q1 2026 Apr 20, 2026
Independent Family Office, LLC History No change 2,340 310 0.13% 0.13% 545 0 0.0% Q1 2026 May 15, 2026
Rockwood Wealth Management, LLC History No change 2,333 309 0.02% 0.02% 547 0 0.0% Q1 2026 Apr 29, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,320 307 0.04% 0.04% 548 0 0.0% Q1 2026 Apr 15, 2026
Townsend Financial Planning, LLC History Reduced 2,312 306 0.3% 0.32% 551 -154 -6.24% Q1 2026 Apr 28, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 2,312 306 0.06% 0.06% 549 0 0.0% Q1 2026 May 01, 2026
Portland Global Advisors LLC History No change 2,312 306 0.03% 0.03% 550 0 0.0% Q1 2026 May 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 2,308 305 0.02% 0.02% 552 +36 1.58% Q1 2026 May 12, 2026
Aptus Capital Advisors, LLC History Reduced 2,297 304 0.0% 0.0% 553 -268 -10.45% Q1 2026 May 11, 2026
Heritage Family Offices, LLP History Added to 2,278 301 0.13% 0.14% 554 +7 0.31% Q1 2026 Apr 08, 2026
Guardian Financial Partners, LLC History Added to 2,267 300 0.13% 0.13% 555 +5 0.22% Q1 2026 Apr 15, 2026
Clientfirst Wealth Management, LLC History No change 2,258 299 0.25% 0.24% 556 0 0.0% Q1 2026 May 01, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,245 297 0.02% 0.02% 557 0 0.0% Q1 2026 Apr 14, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 2,241 296 0.01% 0.01% 558 -96 -4.11% Q1 2026 Apr 27, 2026
Confluence Wealth Services, Inc. History Reduced 2,228 295 0.01% 0.01% 560 -250 -10.09% Q1 2026 May 07, 2026
Brookstone Capital Management History Reduced 2,228 295 0.0% 0.0% 559 -7 -0.31% Q1 2026 Apr 16, 2026
Waldron Private Wealth LLC History No change 2,218 293 0.01% 0.01% 561 0 0.0% Q1 2026 Apr 10, 2026
MATHER GROUP, LLC. History No change 2,195 290 0.0% 0.0% 562 0 0.0% Q1 2026 Apr 13, 2026
Bravias Capital Group, LLC History Added to 2,166 287 0.19% 0.17% 563 +1 0.05% Q1 2026 Apr 28, 2026
Apella Capital, LLC History New 2,024 286 0.0% — 567 +2,024 New Q1 2026 Apr 20, 2026
Breachway Investments LLC History Reduced 2,150 286 0.27% 0.31% 566 -80 -3.59% Q1 2026 Apr 13, 2026
First Heartland Consultants, Inc. History No change 2,165 286 0.02% 0.02% 564 0 0.0% Q1 2026 Apr 08, 2026
ENZI WEALTH History No change 2,160 286 0.1% 0.11% 565 0 0.0% Q1 2026 Apr 24, 2026
Greenspring Advisors, LLC History New 2,145 284 0.02% — 570 +2,145 New Q1 2026 May 04, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,150 284 0.18% 0.17% 568 0 0.0% Q1 2026 May 13, 2026
VSM Wealth Advisory, LLC History No change 2,148 284 0.08% 0.08% 569 0 0.0% Q1 2026 May 05, 2026
Blankinship & Foster, LLC History No change 2,123 281 0.06% 0.06% 571 0 0.0% Q1 2026 Apr 17, 2026
Retirement Planning Co of New England, Inc. History Added to 2,115 280 0.11% 0.1% 572 +300 16.53% Q1 2026 May 08, 2026
Hilltop National Bank History No change 2,116 280 0.07% 0.07% 573 0 0.0% Q1 2026 Apr 02, 2026
Community Bank & Trust, Waco, Texas History No change 2,098 278 0.06% 0.06% 574 0 0.0% Q1 2026 Apr 17, 2026
Caprock Group, LLC History No change 2,094 277 0.01% 0.01% 575 0 0.0% Q1 2026 May 11, 2026
Blue Trust, Inc. History Reduced 2,076 275 0.0% 0.0% 576 -116 -5.29% Q1 2026 Apr 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,065 274 0.02% 0.02% 580 +209 11.26% Q1 2026 May 01, 2026
NBC SECURITIES, INC. History Added to 2,075 274 0.02% 0.02% 577 +75 3.75% Q1 2026 Apr 14, 2026
Accredited Investors Inc. History No change 2,069 274 0.01% 0.01% 578 0 0.0% Q1 2026 Apr 30, 2026
Horizon Wealth Management, LLC History No change 2,068 274 0.04% 0.04% 579 0 0.0% Q1 2026 Apr 24, 2026
Carnegie Investment Counsel History Reduced 2,061 273 0.01% 0.01% 581 -278 -11.89% Q1 2026 May 01, 2026
Wick Capital Partners, LLC History No change 2,061 273 0.05% 0.05% 582 0 0.0% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History No change 2,053 272 0.06% 0.07% 583 0 0.0% Q1 2026 May 08, 2026
ZWJ INVESTMENT COUNSEL INC History New 2,048 271 0.01% — 586 +2,048 New Q1 2026 Apr 24, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,054 271 0.0% 0.0% 585 -100 -4.64% Q1 2026 May 14, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 2,046 271 0.04% 0.04% 584 0 0.0% Q1 2026 Apr 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 2,038 270 0.01% 0.01% 587 -154 -7.03% Q1 2026 Apr 28, 2026
VestGen Advisors, LLC History Added to 1,921 268 0.01% 0.01% 589 +15 0.79% Q1 2026 May 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 2,024 268 0.0% 0.0% 588 0 0.0% Q1 2026 May 15, 2026
LaSalle St. Investment Advisors, LLC History Added to 2,016 267 0.04% 0.04% 590 +108 5.66% Q1 2026 May 08, 2026
Vickerman Investment Advisors, Inc. History Reduced 2,015 266 0.06% 0.06% 591 -123 -5.75% Q1 2026 May 12, 2026
DT Investment Partners, LLC History No change 2,000 265 0.02% 0.02% 592 0 0.0% Q1 2026 May 14, 2026
MMA ASSET MANAGEMENT LLC History Added to 1,998 264 0.09% 0.08% 594 +364 22.28% Q1 2026 Apr 08, 2026
Aprio Wealth Management, LLC History Reduced 1,995 264 0.01% 0.02% 593 -10 -0.5% Q1 2026 May 11, 2026
Advisors Capital Management, LLC History Added to 1,989 263 0.0% 0.0% 595 +182 10.07% Q1 2026 May 01, 2026
Huntleigh Advisors, Inc. History No change 1,991 263 0.04% 0.04% 596 0 0.0% Q1 2026 Apr 21, 2026
MOTCO History Reduced 1,979 262 0.02% 0.02% 597 -75 -3.65% Q1 2026 Apr 22, 2026
Sunesis Advisors, LLC History No change 1,977 261 0.12% 0.12% 598 0 0.0% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,951 258 0.0% 0.0% 599 +351 21.94% Q1 2026 May 15, 2026
Insight Advisors, LLC/ PA History Added to 1,947 258 0.05% 0.04% 601 +1 0.05% Q1 2026 May 11, 2026
CHAPIN DAVIS, INC. History No change 1,949 258 0.06% 0.06% 600 0 0.0% Q1 2026 Apr 21, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 1,925 255 0.07% 0.06% 602 -10 -0.52% Q1 2026 May 11, 2026
Essex Financial Services, Inc. History Reduced 1,912 253 0.01% 0.01% 603 -11 -0.57% Q1 2026 Apr 24, 2026
SIGNATUREFD, LLC History No change 1,912 253 0.0% 0.0% 604 0 0.0% Q1 2026 Apr 07, 2026
SAPIENT CAPITAL LLC History No change 1,910 253 0.0% 0.0% 605 0 0.0% Q1 2026 Jun 22, 2026
LexAurum Advisors, LLC History New 1,903 252 0.03% — 609 +1,903 New Q1 2026 Apr 13, 2026
STOCK YARDS BANK & TRUST CO History No change 1,902 252 0.01% 0.01% 606 0 0.0% Q1 2026 Apr 24, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 1,905 252 0.01% 0.01% 607 0 0.0% Q1 2026 Apr 17, 2026
Wealth Advisory Team LLC History No change 1,920 252 0.22% 0.22% 608 0 0.0% Q4 2025 Feb 05, 2026
Alpha Financial Advisors, LLC History Reduced 1,887 250 0.08% 0.09% 611 -327 -14.77% Q1 2026 May 11, 2026
Summit Financial Strategies, Inc. History No change 1,892 250 0.02% 0.02% 610 0 0.0% Q1 2026 May 01, 2026
Cresset Asset Management, LLC History Reduced 1,883 249 0.0% 0.0% 612 -4,406 -70.06% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History No change 1,869 247 0.0% 0.0% 613 0 0.0% Q1 2026 May 12, 2026
Accelerate Investment Advisors LLC History Added to 1,861 246 0.16% 0.16% 616 +2 0.11% Q1 2026 Apr 13, 2026
Aufman Associates Inc History No change 1,864 246 0.12% 0.13% 614 0 0.0% Q1 2026 May 15, 2026
Gallacher Capital Management LLC History No change 1,860 246 0.09% 0.09% 615 0 0.0% Q1 2026 May 05, 2026
Madden Advisory Services, Inc. History Added to 1,840 243 0.1% 0.1% 617 +1 0.05% Q1 2026 May 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,832 242 0.02% 0.02% 618 0 0.0% Q1 2026 May 06, 2026
WBH ADVISORY INC History No change 1,803 240 0.02% 0.02% 619 0 0.0% Q1 2026 Apr 27, 2026
MB Generational Wealth, LLC History No change 1,814 240 0.13% 0.13% 620 0 0.0% Q1 2026 May 04, 2026
Financial Solutions Advisory Group, Inc. History New 1,810 239 0.03% — 621 +1,810 New Q1 2026 Jun 01, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 1,800 238 0.0% 0.0% 622 0 0.0% Q1 2026 May 12, 2026
Bogart Wealth, LLC History No change 1,799 238 0.01% 0.01% 623 0 0.0% Q1 2026 Apr 28, 2026
Nalls Sherbakoff Group, LLC History No change 1,799 238 0.18% 0.17% 624 0 0.0% Q1 2026 Aug 17, 2026
V2 Financial group LLC History No change 1,800 238 0.11% 0.12% 625 0 0.0% Q1 2026 May 04, 2026
AdvisorNet Financial, Inc History Added to 1,793 237 0.01% 0.01% 626 +2 0.11% Q1 2026 Apr 17, 2026
Callan Family Office, LLC History Reduced 1,770 234 0.01% 0.01% 628 -1,332 -42.94% Q1 2026 May 13, 2026
Lee-Kelleher Wealth Management History Reduced 1,772 234 0.14% 0.17% 629 -340 -16.1% Q1 2026 Apr 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,770 234 0.0% 0.0% 627 0 0.0% Q1 2026 May 15, 2026
HBK Sorce Advisory LLC History Added to 1,647 233 0.0% 0.01% 631 +97 6.26% Q1 2026 May 11, 2026
Weil Company, Inc. History Added to 1,764 233 0.05% 0.05% 630 +5 0.28% Q1 2026 Apr 15, 2026
NWF Advisory Services Inc. History No change 1,766 233 0.03% 0.03% 632 0 0.0% Q1 2026 May 04, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 1,753 232 0.03% 0.03% 633 +65 3.85% Q1 2026 May 13, 2026
NorthRock Partners, LLC History Reduced 1,747 231 0.0% 0.0% 634 -4 -0.23% Q1 2026 May 15, 2026
MBL Wealth, LLC History No change 1,750 231 0.02% 0.02% 635 0 0.0% Q1 2026 Apr 28, 2026
Sound Income Strategies, LLC History Reduced 1,729 230 0.01% 0.01% 638 -334 -16.19% Q1 2026 Apr 27, 2026
Hamilton Capital, LLC History Reduced 1,738 230 0.01% 0.01% 636 -243 -12.27% Q1 2026 May 15, 2026
HCR Wealth Advisors History No change 1,740 230 0.02% 0.02% 637 0 0.0% Q1 2026 Apr 21, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 1,732 229 0.09% 0.09% 639 0 0.0% Q1 2026 Apr 20, 2026
Investmark Advisory Group LLC History Added to 1,724 228 0.1% 0.1% 640 +5 0.29% Q1 2026 May 15, 2026
SWP FINANCIAL LLC History No change 1,728 228 0.12% 0.11% 641 0 0.0% Q1 2026 Apr 17, 2026
Friday Financial History No change 1,724 228 0.08% 0.08% 642 0 0.0% Q1 2026 Apr 16, 2026
Empower Advisory Group, LLC History Reduced 1,715 227 0.0% 0.0% 647 -197 -10.3% Q1 2026 May 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 1,721 227 0.0% 0.0% 644 +39 2.32% Q1 2026 May 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,650 227 0.0% 0.0% 643 0 0.0% Q1 2026 Apr 13, 2026
Garde Capital, Inc. History No change 1,719 227 0.01% 0.01% 645 0 0.0% Q1 2026 Apr 28, 2026
Florida Trust Wealth Management Co History No change 1,715 227 0.01% 0.01% 646 0 0.0% Q1 2026 May 14, 2026
Decker Wealth Management LLC History No change 1,720 227 0.05% 0.05% 648 0 0.0% Q1 2026 May 06, 2026
First County Bank /CT/ History Reduced 1,696 224 0.12% 0.14% 649 -273 -13.86% Q1 2026 Apr 03, 2026
First City Capital Management, Inc. History No change 1,690 223 0.12% 0.12% 650 0 0.0% Q1 2026 Apr 17, 2026
Clark Asset Management, LLC History No change 1,684 223 0.02% 0.02% 651 0 0.0% Q1 2026 Apr 16, 2026
Sunbelt Securities, Inc. History No change 1,673 221 0.01% 0.01% 652 0 0.0% Q1 2026 May 15, 2026
MONEYWISE, INC. History Added to 1,663 220 0.1% 0.09% 653 +4 0.24% Q1 2026 Apr 27, 2026
Relyea Zuckerberg Hanson LLC History Added to 1,657 219 0.02% 0.02% 654 +6 0.36% Q1 2026 Apr 30, 2026
Buttonwood Financial Advisors Inc. History No change 1,659 219 0.07% 0.07% 655 0 0.0% Q1 2026 Apr 21, 2026
KCM INVESTMENT ADVISORS LLC History New 1,649 218 0.01% — 656 +1,649 New Q1 2026 May 15, 2026
OpenArc Corporate Advisory, LLC History New 1,624 215 0.0% — 659 +1,624 New Q1 2026 May 11, 2026
Holland Advisory Services, Inc. History Added to 1,626 215 0.29% 0.29% 658 +1 0.06% Q1 2026 Apr 07, 2026
Baker Avenue Asset Management, LP History No change 1,629 215 0.0% 0.0% 657 0 0.0% Q1 2026 May 12, 2026
EARNEST PARTNERS LLC History Reduced 1,619 214 0.0% 0.0% 660 -4,280 -72.55% Q1 2026 May 15, 2026
Elm Partners Management LLC History Added to 1,651 213 0.01% 0.01% 662 +6 0.36% Q1 2026 May 13, 2026
Allen Investment Management, LLC History No change 1,612 213 0.0% 0.0% 661 0 0.0% Q1 2026 May 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 1,600 212 0.0% — 664 +1,600 New Q1 2026 May 15, 2026
Hixon Zuercher, LLC History No change 1,600 212 0.07% 0.06% 663 0 0.0% Q1 2026 Apr 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 1,598 211 0.0% — 665 +1,598 New Q1 2026 May 11, 2026
Richmond Investment Services, LLC History Added to 1,587 210 0.03% 0.04% 666 +2 0.13% Q1 2026 Apr 29, 2026
ABLE Financial Group, LLC History New 1,582 209 0.04% — 668 +1,582 New Q1 2026 Apr 20, 2026
Cosner Financial Group, LLC History Reduced 1,578 209 0.11% 0.14% 667 -534 -25.28% Q1 2026 May 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 1,564 207 0.08% 0.15% 669 -1,500 -48.96% Q1 2026 Apr 17, 2026
Align Financial, LLC History Reduced 1,548 205 0.12% 0.12% 670 -202,153 -99.24% Q1 2026 May 08, 2026
Belpointe Asset Management LLC History Reduced 1,540 204 0.01% 0.02% 672 -1,705 -52.54% Q1 2026 Apr 28, 2026
VANGUARD ADVISERS INC History New 1,540 204 0.0% — 673 +1,540 New Q1 2026 May 08, 2026
Fortis Capital Advisors, LLC History New 1,540 204 0.03% — 674 +1,540 New Q1 2026 Apr 28, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,546 204 0.01% 0.01% 671 0 0.0% Q1 2026 May 08, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 1,535 203 0.09% 0.09% 676 -141 -8.41% Q1 2026 Apr 20, 2026
PFS Partners, LLC History Added to 1,533 203 0.09% 0.09% 675 +6 0.39% Q1 2026 Apr 09, 2026
Dynamic Financial Group History No change 1,538 203 0.17% 0.17% 677 0 0.0% Q1 2026 May 12, 2026
Clayton Financial Group LLC History Added to 1,530 202 0.1% 0.1% 678 +3 0.2% Q1 2026 Apr 13, 2026
Dana Investment Advisors, Inc. History New 1,516 200 0.01% — 679 +1,516 New Q1 2026 May 14, 2026
BlueChip Wealth Advisors LLC History New 1,516 200 0.09% — 681 +1,516 New Q1 2026 May 05, 2026
McGlone Suttner Wealth Management, Inc. History New 1,515 200 0.03% — 680 +1,515 New Q1 2026 Apr 21, 2026
JTC Employer Solutions Trustee Ltd History No change 1,496 198 0.02% 0.01% 682 0 0.0% Q1 2026 May 19, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 1,443 191 0.06% 0.06% 683 +5 0.35% Q1 2026 May 08, 2026
Smithfield Trust Co History No change 1,422 188 0.01% 0.01% 684 0 0.0% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Reduced 1,399 185 0.01% 0.01% 685 -4 -0.29% Q1 2026 Apr 07, 2026
HM PAYSON & CO History No change 1,367 181 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 13, 2026
Key FInancial Inc History No change 1,370 181 0.03% 0.03% 687 0 0.0% Q1 2026 Apr 24, 2026
SALEM INVESTMENT COUNSELORS INC History New 1,352 179 0.01% — 688 +1,352 New Q1 2026 Apr 29, 2026
Sage Mountain Advisors LLC History No change 1,338 177 0.01% 0.01% 689 0 0.0% Q1 2026 May 11, 2026
Meramec Financial Planners, LLC History Added to 1,235 175 0.07% 0.07% 690 +10 0.82% Q1 2026 Apr 27, 2026
Silicon Valley Capital Partners History Added to 1,308 173 0.02% 0.02% 691 +4 0.31% Q1 2026 May 19, 2026
Geneos Wealth Management Inc. History No change 1,306 173 0.0% 0.0% 692 0 0.0% Q1 2026 May 04, 2026
ALERUS FINANCIAL NA History No change 1,256 166 0.01% 0.01% 693 0 0.0% Q1 2026 May 12, 2026
Oakworth Capital, Inc. History No change 1,248 165 0.01% 0.01% 694 0 0.0% Q1 2026 Apr 24, 2026
Acropolis Investment Management, LLC History New 1,230 163 0.01% — 696 +1,230 New Q1 2026 Apr 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,234 163 0.0% 0.01% 695 -545 -30.64% Q1 2026 May 13, 2026
United Community Bank History Reduced 1,191 157 0.05% 0.11% 698 -1,024 -46.23% Q1 2026 Apr 24, 2026
Legacy Bridge, LLC History No change 1,185 157 0.06% 0.06% 697 0 0.0% Q1 2026 May 14, 2026
LRI Investments, LLC History No change 1,180 156 0.01% 0.01% 699 0 0.0% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History No change 1,171 155 0.02% 0.02% 700 0 0.0% Q1 2026 Apr 24, 2026
Larson Financial Group LLC History Reduced 1,166 154 0.0% 0.01% 701 -1,218 -51.09% Q1 2026 May 15, 2026
TFC Financial Management, Inc. History No change 1,138 150 0.02% 0.02% 702 0 0.0% Q1 2026 Apr 23, 2026
Glen Eagle Advisors, LLC History No change 1,135 150 0.02% 0.02% 703 0 0.0% Q1 2026 May 15, 2026
Rosenberg Matthew Hamilton History No change 1,131 149 0.03% 0.03% 704 0 0.0% Q1 2026 Apr 06, 2026
Turtle Creek Wealth Advisors, LLC History New 1,090 144 0.01% — 705 +1,090 New Q1 2026 Apr 27, 2026
Main Street Group, LTD History New 1,085 143 0.04% — 706 +1,085 New Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Added to 1,098 142 0.01% 0.0% 707 +318 40.77% Q1 2026 May 15, 2026
Towne Trust Company, N.A History No change 1,062 140 0.04% 0.04% 708 0 0.0% Q1 2026 Apr 22, 2026
PROSPERITY BANCSHARES INC History No change 1,022 135 0.11% 0.12% 709 0 0.0% Q1 2026 May 12, 2026
Mechanics Financial Corp History Reduced 1,004 133 0.06% 0.05% 710 -4 -0.4% Q1 2026 May 06, 2026
Wealth Preservation Advisors, LLC History Reduced 974 129 0.11% 0.16% 711 -1,505 -60.71% Q1 2026 May 15, 2026
CENTRAL TRUST Co History No change 934 123 0.0% 0.0% 712 0 0.0% Q1 2026 Apr 17, 2026
Holos Integrated Wealth LLC History No change 918 123 0.06% 0.07% 713 0 0.0% Q1 2026 Apr 08, 2026
Clearstead Trust, LLC History No change 920 121 0.02% 0.02% 714 0 0.0% Q1 2026 May 06, 2026
Front Row Advisors LLC History No change 915 121 0.04% 0.04% 715 0 0.0% Q1 2026 May 19, 2026
S.A. Mason LLC History No change 880 116 0.04% 0.05% 716 0 0.0% Q1 2026 Apr 27, 2026
Mascoma Wealth Management LLC History No change 873 115 0.02% 0.02% 717 0 0.0% Q1 2026 Apr 30, 2026
High Note Wealth, LLC History No change 851 112 0.02% 0.02% 718 0 0.0% Q1 2026 May 11, 2026
Kentucky Trust Co History No change 850 112 0.06% 0.06% 719 0 0.0% Q1 2026 Apr 17, 2026
CITY HOLDING CO History Reduced 825 109 0.01% 0.01% 720 -19 -2.25% Q1 2026 Apr 15, 2026
Medallion Wealth Advisors, LLC History No change 811 107 0.03% 0.04% 721 0 0.0% Q1 2026 Apr 24, 2026
Rice Partnership, LLC History No change 807 106 0.01% 0.01% 722 0 0.0% Q1 2026 May 07, 2026
Walsh & Associates, LLC History No change 803 106 0.11% 0.1% 723 0 0.0% Q1 2026 May 15, 2026
Owl Creek Wealth Partners LLC History New 797 105 0.04% — 726 +797 New Q1 2026 May 13, 2026
BOK Financial Private Wealth, Inc. History Added to 795 105 0.01% 0.0% 724 +262 49.16% Q1 2026 May 12, 2026
DHJJ Financial Advisors, Ltd. History No change 798 105 0.03% 0.03% 725 0 0.0% Q1 2026 Apr 09, 2026
ASSETMARK, INC History Reduced 791 104 0.0% 0.0% 727 -393 -33.19% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 780 103 0.01% 0.01% 728 0 0.0% Q1 2026 May 07, 2026
ALBION FINANCIAL GROUP /UT History No change 775 102 0.01% 0.01% 729 0 0.0% Q1 2026 Apr 27, 2026
Millstone Evans Group, LLC History No change 753 99 0.06% 0.06% 730 0 0.0% Q1 2026 Apr 30, 2026
POM Investment Strategies, LLC History Reduced 732 96 0.12% 1.14% 732 -16,097 -95.65% Q1 2026 May 11, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 725 96 0.03% 0.03% 731 0 0.0% Q1 2026 May 06, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 684 90 0.0% 0.0% 733 0 0.0% Q1 2026 May 06, 2026
Western Pacific Wealth Management, LP History No change 668 88 0.09% 0.08% 734 0 0.0% Q1 2026 Apr 17, 2026
Milestone Investment Advisors LLC History No change 669 88 0.02% 0.02% 735 0 0.0% Q1 2026 May 05, 2026
Center for Financial Planning, Inc. History No change 660 87 0.01% 0.01% 736 0 0.0% Q1 2026 May 04, 2026
NBT BANK N A /NY History No change 655 86 0.01% 0.01% 737 0 0.0% Q1 2026 Apr 28, 2026
Capital Investment Advisory Services, LLC History No change 647 85 0.01% 0.01% 738 0 0.0% Q1 2026 May 05, 2026
Financial Life Planners History New 630 83 0.06% — 739 +630 New Q1 2026 Apr 24, 2026
SIMA Wealth Partners, LLC History Reduced 620 82 0.06% 0.07% 741 -75 -10.79% Q1 2026 May 15, 2026
Colonial Trust Co / SC History No change 623 82 0.01% 0.01% 740 0 0.0% Q1 2026 May 12, 2026
Indiana Trust & Investment Management Co History No change 600 79 0.02% 0.02% 742 0 0.0% Q1 2026 Apr 28, 2026
BROWN BROTHERS HARRIMAN & CO History New 585 77 0.0% — 743 +585 New Q1 2026 May 14, 2026
Legend Capital Advisors LLC History New 564 74 0.05% — 745 +564 New Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 563 74 0.0% 0.0% 744 +181 47.38% Q1 2026 Apr 06, 2026
Founders Financial Alliance, LLC History Added to 547 72 0.01% 0.01% 746 +138 33.74% Q1 2026 May 11, 2026
Plante Moran Financial Advisors, LLC History Reduced 515 68 0.0% 0.01% 747 -736 -58.83% Q1 2026 May 05, 2026
Provenance Wealth Advisors, LLC History No change 516 68 0.01% 0.01% 748 0 0.0% Q1 2026 Apr 20, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 511 67 0.01% 0.0% 749 +290 131.22% Q1 2026 Apr 16, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 511 67 0.02% 0.02% 750 +2 0.39% Q1 2026 Apr 01, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 506 67 0.0% 0.0% 751 0 0.0% Q1 2026 Apr 10, 2026
Napier Financial, LLC History New 490 64 0.01% — 753 +490 New Q1 2026 May 05, 2026
N.E.W. Advisory Services LLC History No change 488 64 0.0% 0.0% 752 0 0.0% Q1 2026 May 04, 2026
Piscataqua Savings Bank History No change 474 62 0.04% 0.04% 754 0 0.0% Q1 2026 Apr 10, 2026
Abound Wealth Management History No change 469 62 0.01% 0.01% 755 0 0.0% Q1 2026 Apr 10, 2026
Tidemark, LLC History No change 462 61 0.02% 0.02% 756 0 0.0% Q1 2026 May 07, 2026
Breakwater Investment Management History No change 463 61 0.02% 0.02% 757 0 0.0% Q1 2026 May 14, 2026
Planning Project LLC History No change 465 61 0.02% 0.02% 758 0 0.0% Q4 2025 Feb 12, 2026
Birchwood Financial Partners, Inc. History Added to 460 60 0.06% 0.06% 759 +2 0.44% Q1 2026 May 05, 2026
Centennial Bank/AR/ History Reduced 450 59 0.02% 0.02% 760 -25 -5.26% Q1 2026 May 06, 2026
Longview Financial Advisors, Inc. History New 441 58 0.04% — 762 +441 New Q1 2026 Apr 20, 2026
WOLFF WIESE MAGANA LLC History No change 440 58 0.03% 0.03% 761 0 0.0% Q1 2026 Apr 13, 2026
Triumph Capital Management History Added to 430 56 0.01% 0.01% 764 +2 0.47% Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History No change 426 56 0.0% 0.0% 763 0 0.0% Q1 2026 May 12, 2026
TSFG, LLC History No change 424 56 0.01% 0.01% 765 0 0.0% Q1 2026 Apr 27, 2026
Greykasell Wealth Strategies, Inc. History No change 430 56 0.02% 0.02% 766 0 0.0% Q1 2026 May 07, 2026
Cornerstone Financial Management LLC History No change 410 54 0.05% 0.05% 767 0 0.0% Q1 2026 May 08, 2026
True Link Financial Advisors, LLC History New 400 53 0.0% — 771 +400 New Q1 2026 Apr 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 401 53 0.0% 0.0% 768 -16 -3.84% Q1 2026 May 01, 2026
AMERICAN NATIONAL BANK & TRUST History No change 402 53 0.01% 0.0% 769 0 0.0% Q1 2026 Apr 23, 2026
Quent Capital, LLC History No change 401 53 0.0% 0.0% 770 0 0.0% Q1 2026 Apr 28, 2026
Johnson Financial Group, Inc. History Reduced 385 51 0.0% 0.0% 772 -307 -44.36% Q1 2026 May 07, 2026
Murphy & Mullick Capital Management Corp History No change 386 51 0.04% 0.04% 773 0 0.0% Q1 2026 Apr 17, 2026
Rialto Wealth Management, LLC History No change 382 50 0.01% 0.01% 774 0 0.0% Q1 2026 May 14, 2026
Synergy Investment Management, LLC History New 367 48 0.02% — 775 +367 New Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History No change 338 44 0.0% 0.0% 776 0 0.0% Q1 2026 May 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 313 41 0.0% 0.0% 777 0 0.0% Q1 2026 Apr 13, 2026
Litman Gregory Wealth Management LLC History No change 313 41 0.0% 0.0% 778 0 0.0% Q4 2025 Feb 12, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 304 40 0.01% 0.01% 779 0 0.0% Q1 2026 Apr 14, 2026
Princeton Global Asset Management LLC History No change 300 39 0.01% 0.01% 780 0 0.0% Q1 2026 Apr 22, 2026
Golden State Wealth Management, LLC History No change 300 39 0.0% 0.0% 781 0 0.0% Q1 2026 Apr 28, 2026
Colonial Trust Advisors History No change 289 38 0.0% 0.0% 782 0 0.0% Q1 2026 May 12, 2026
WealthCollab, LLC History No change 284 37 0.02% 0.02% 783 0 0.0% Q1 2026 May 13, 2026
ADVISORTRUST PARTNERS, LLC History New 268 35 0.01% — 786 +268 New Q1 2026 May 06, 2026
Bear Mountain Capital, Inc. History Reduced 249 35 0.01% 0.01% 785 -7 -2.73% Q1 2026 May 12, 2026
Capital Investment Counsel, Inc History No change 266 35 0.0% 0.0% 784 0 0.0% Q1 2026 Apr 21, 2026
Financial Perspectives, Inc History No change 262 34 0.01% 0.01% 787 0 0.0% Q1 2026 May 11, 2026
Palouse Capital Management, Inc. History No change 244 32 0.02% 0.02% 788 0 0.0% Q1 2026 Apr 24, 2026
BankPlus Trust Department History No change 246 32 0.01% 0.01% 789 0 0.0% Q1 2026 May 11, 2026
Signature Equity Partners, LLC History No change 246 32 0.02% 0.02% 790 0 0.0% Q1 2026 May 13, 2026
CX Institutional History Reduced 231 31 0.0% 0.0% 791 -134 -36.71% Q1 2026 Apr 06, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 237 31 0.02% 0.02% 792 0 0.0% Q1 2026 May 07, 2026
Quaker Wealth Management, LLC History Added to 220 29 0.01% 0.01% 793 +1 0.46% Q1 2026 Apr 10, 2026
Comprehensive Financial Planning, Inc./PA History Added to 212 28 0.02% 0.02% 795 +1 0.47% Q1 2026 Apr 07, 2026
Caitlin John, LLC History No change 217 28 0.02% 0.02% 794 0 0.0% Q1 2026 May 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 206 27 0.02% 0.02% 796 0 0.0% Q1 2026 May 14, 2026
Cedar Mountain Advisors, LLC History New 202 26 0.01% — 800 +202 New Q1 2026 Apr 30, 2026
Merrithew & Thorsten Inc History Added to 203 26 0.02% 0.03% 798 +1 0.5% Q1 2026 May 01, 2026
Orion Capital Management LLC History No change 200 26 0.01% 0.01% 797 0 0.0% Q1 2026 May 14, 2026
Sankala Group LLC History No change 200 26 0.02% 0.02% 799 0 0.0% Q1 2026 Mar 31, 2026
Signature Resources Capital Management, LLC History No change 192 25 0.01% 0.01% 801 0 0.0% Q1 2026 May 01, 2026
Dunhill Financial, LLC History Reduced 184 24 0.01% 0.01% 803 -3 -1.6% Q1 2026 May 06, 2026
North Star Investment Management Corp. History No change 187 24 0.0% 0.0% 802 0 0.0% Q1 2026 Apr 23, 2026
3 FACTOR INDEXING, LLC History New 180 23 0.02% — 806 +180 New Q1 2026 May 14, 2026
HOWE & RUSLING INC History Added to 176 23 0.0% 0.0% 804 +6 3.53% Q1 2026 Apr 28, 2026
UNION SAVINGS BANK History No change 176 23 0.01% 0.01% 805 0 0.0% Q1 2026 Apr 17, 2026
Key Capital Management, INC History New 172 22 0.01% — 807 +172 New Q1 2026 May 07, 2026
Anchor Investment Management, LLC History No change 165 21 0.0% 0.0% 808 0 0.0% Q1 2026 May 01, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 155 20 0.0% 0.0% 809 0 0.0% Q1 2026 Apr 17, 2026
Piedmont Capital Management, LLC/NC History No change 152 20 0.01% 0.01% 810 0 0.0% Q1 2026 Apr 21, 2026
Pacific Center for Financial Services History Reduced 148 19 0.0% 0.01% 811 -72 -32.73% Q1 2026 May 12, 2026
Sterling Capital Management LLC History Reduced 137 18 0.0% 0.0% 812 -131 -48.88% Q1 2026 Apr 22, 2026
SHP Wealth Management History Added to 136 18 0.0% 0.0% 814 +2 1.49% Q1 2026 May 08, 2026
Darwin Wealth Management, LLC History No change 138 18 0.01% 0.01% 813 0 0.0% Q1 2026 May 01, 2026
Team Financial Group, LLC History No change 136 18 0.01% 0.01% 815 0 0.0% Q1 2026 May 01, 2026
SITTNER & NELSON, LLC History No change 139 18 0.01% 0.01% 816 0 0.0% Q1 2026 May 11, 2026
Imprint Wealth LLC History No change 138 18 0.08% 0.08% 817 0 0.0% Q1 2026 May 15, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 128 16 0.0% — 819 +128 New Q1 2026 Aug 07, 2026
Grove Bank & Trust History No change 126 16 0.0% 0.0% 818 0 0.0% Q1 2026 Apr 08, 2026
Pacifica Partners Inc. History No change 115 15 0.0% 0.01% 820 0 0.0% Q1 2026 Apr 09, 2026
ASHTON THOMAS SECURITIES, LLC History New 106 14 0.0% — 821 +106 New Q1 2026 May 18, 2026
RHUMBLINE ADVISERS History New 100 13 0.0% — 825 +100 New Q1 2026 May 12, 2026
LOWE BROCKENBROUGH & CO INC History No change 102 13 0.0% 0.0% 822 0 0.0% Q1 2026 May 07, 2026
Strive Financial Group ,LLC History No change 97 13 0.01% 0.01% 823 0 0.0% Q1 2026 May 15, 2026
Monetary Solutions, Ltd History No change 105 13 0.01% 0.01% 824 0 0.0% Q1 2026 May 01, 2026
STEPH & CO History Reduced 97 12 0.0% 0.0% 827 -3 -3.0% Q1 2026 Apr 17, 2026
Archer Investment Corp History Added to 98 12 0.0% 0.0% 828 +1 1.03% Q1 2026 May 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 92 12 0.0% 0.0% 826 0 0.0% Q1 2026 May 08, 2026
Beacon Financial Strategies CORP History No change 98 12 0.01% 0.01% 829 0 0.0% Q1 2026 Apr 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 88 11 0.0% — 833 +88 New Q1 2026 May 11, 2026
TOMPKINS FINANCIAL CORP History No change 88 11 0.0% 0.0% 830 0 0.0% Q1 2026 Apr 09, 2026
Anfield Capital Management, LLC History No change 88 11 0.0% 0.0% 831 0 0.0% Q1 2026 May 12, 2026
CoreFirst Bank & Trust History No change 84 11 0.01% 0.01% 832 0 0.0% Q1 2026 Jun 03, 2026
Burk Holdings LLC History New 80 10 0.0% — 837 +80 New Q1 2026 May 07, 2026
CLEAR INVESTMENT RESEARCH, LLC History New 77 10 0.02% — 836 +77 New Q1 2026 May 04, 2026
Moisand Fitzgerald Tamayo, LLC History No change 78 10 0.0% 0.0% 834 0 0.0% Q1 2026 Apr 14, 2026
Noble Wealth Management PBC History No change 79 10 0.01% 0.01% 835 0 0.0% Q1 2026 Apr 02, 2026
Balentine LLC History No change 73 9 0.0% 0.0% 838 0 0.0% Q1 2026 Apr 24, 2026
Sawyer & Company, Inc History No change 71 9 0.0% 0.0% 839 0 0.0% Q1 2026 Apr 23, 2026
CNB Bank History No change 61 8 0.0% 0.0% 840 0 0.0% Q1 2026 May 06, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 50 7 0.0% 0.0% 841 0 0.0% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Reduced 47 6 0.0% 0.0% 843 -65 -58.04% Q1 2026 Apr 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 50 6 0.0% — 846 +50 New Q1 2026 Apr 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 42 6 0.0% 0.0% 842 0 0.0% Q1 2026 May 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 47 6 0.0% 0.0% 844 0 0.0% Q1 2026 Apr 27, 2026
Godfrey Financial Associates, Inc. History No change 46 6 0.01% 0.01% 845 0 0.0% Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History No change 40 5 0.0% 0.0% 847 0 0.0% Q1 2026 May 12, 2026
TOWER TRUST & INVESTMENT Co History No change 40 5 0.0% 0.0% 848 0 0.0% Q1 2026 Apr 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 34 4 0.0% — 852 +34 New Q1 2026 May 11, 2026
Beaird Harris Wealth Management, LLC History No change 37 4 0.0% 0.0% 849 0 0.0% Q1 2026 May 14, 2026
Midwest Capital Advisors, LLC History No change 30 4 0.0% 0.0% 850 0 0.0% Q1 2026 Apr 24, 2026
Chung Wu Investment Group, LLC History No change 32 4 0.0% 0.0% 851 0 0.0% Q1 2026 May 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 27 3 0.0% — 853 +27 New Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 21 2 0.0% 0.0% 855 -316 -93.77% Q1 2026 May 11, 2026
TIAA Wealth Investment Management LLC History New 22 2 0.0% — 856 +22 New Q1 2026 May 12, 2026
McIlrath & Eck, LLC History No change 17 2 0.0% 0.0% 854 0 0.0% Q1 2026 May 19, 2026
Bank of New Hampshire History Reduced 15 1 0.0% 0.0% 858 -38 -71.7% Q1 2026 Apr 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 11 1 0.0% 0.0% 857 0 0.0% Q1 2026 Jul 27, 2026
Gallagher Capital Advisors, LLC History Closed out 0 0 — 2.27% — -28,883 -100.0% Q1 2026 May 05, 2026
M1 Capital Management LLC History Closed out 0 0 — 1.42% — -25,847 -100.0% Q1 2026 May 08, 2026
Ramiah Investment Group History Closed out 0 0 — 3.12% — -24,201 -100.0% Q1 2026 Apr 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -8,881 -100.0% Q1 2026 May 12, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -5,707 -100.0% Q1 2026 Apr 23, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.03% — -5,471 -100.0% Q1 2026 May 12, 2026
GREAT LAKES ADVISORS, LLC History Closed out 0 0 — 0.01% — -5,418 -100.0% Q1 2026 May 11, 2026
Niles Investment Management, LLC History Closed out 0 0 — 0.5% — -4,999 -100.0% Q1 2026 May 15, 2026
Park Capital Management, LLC / WI History Closed out 0 0 — 0.46% — -4,859 -100.0% Q1 2026 Apr 15, 2026
NUANCE INVESTMENTS, LLC History Closed out 0 0 — 0.07% — -4,639 -100.0% Q1 2026 May 08, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.0% — -4,176 -100.0% Q1 2026 May 05, 2026
Boston Partners History Closed out 0 0 — 0.0% — -3,431 -100.0% Q1 2026 May 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 — 0.06% — -3,409 -100.0% Q1 2026 May 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.01% — -3,110 -100.0% Q1 2026 May 13, 2026
Clarity Financial LLC History Closed out 0 0 — 0.04% — -3,075 -100.0% Q1 2026 May 01, 2026
Alexis Investment Partners, LLC History Closed out 0 0 — 0.15% — -3,062 -100.0% Q1 2026 Apr 24, 2026
Inlight Wealth Management, LLC History Closed out 0 0 — 0.13% — -2,800 -100.0% Q1 2026 May 04, 2026
BROWN ADVISORY INC History Closed out 0 0 — 0.0% — -2,748 -100.0% Q1 2026 May 15, 2026
Royal Fund Management, LLC History Closed out 0 0 — 0.03% — -2,574 -100.0% Q1 2026 May 19, 2026
Milestones Private Investment Advisors LLC History Closed out 0 0 — 0.23% — -2,531 -100.0% Q1 2026 May 04, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 — 0.02% — -2,412 -100.0% Q1 2026 Apr 29, 2026
Mullaney, Keating & Wright, Inc. History Closed out 0 0 — 0.17% — -2,383 -100.0% Q1 2026 May 29, 2026
Henrickson Nauta Wealth Advisors, Inc. History Closed out 0 0 — 0.04% — -2,086 -100.0% Q1 2026 Apr 16, 2026
Quadcap Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,064 -100.0% Q1 2026 May 15, 2026
FSA Advisors, Inc. History Closed out 0 0 — 0.19% — -2,032 -100.0% Q1 2026 May 06, 2026
BBR PARTNERS, LLC History Closed out 0 0 — 0.01% — -2,000 -100.0% Q1 2026 May 12, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -1,984 -100.0% Q1 2026 Apr 24, 2026
CPC Advisors, LLC History Closed out 0 0 — 0.02% — -1,880 -100.0% Q1 2026 Apr 16, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 — 0.0% — -1,691 -100.0% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Closed out 0 0 — 0.0% — -1,602 -100.0% Q1 2026 May 13, 2026
Revolve Wealth Partners, LLC History Closed out 0 0 — 0.02% — -1,594 -100.0% Q1 2026 Apr 10, 2026
Ellevest, Inc. History Closed out 0 0 — 0.03% — -1,590 -100.0% Q1 2026 May 11, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.02% — -1,354 -100.0% Q1 2026 May 12, 2026
Concord Wealth Partners History Closed out 0 0 — 0.02% — -1,054 -100.0% Q1 2026 May 01, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -895 -100.0% Q1 2026 Apr 28, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.03% — -777 -100.0% Q1 2026 May 06, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -472 -100.0% Q1 2026 May 15, 2026
Merited Wealth, LLC History Closed out 0 0 — 0.05% — -412 -100.0% Q1 2026 Apr 24, 2026
Mendota Financial Group, LLC History Closed out 0 0 — 0.03% — -360 -100.0% Q1 2026 Apr 16, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.02% — -288 -100.0% Q1 2026 Apr 30, 2026
PURSUIT WEALTH STRATEGIES, LLC History Closed out 0 0 — 0.04% — -243 -100.0% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Closed out 0 0 — 0.0% — -222 -100.0% Q1 2026 May 06, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.01% — -160 -100.0% Q1 2026 May 15, 2026
Rossby Financial, LCC History Reduced 6 0 — 0.0% — -17 -73.91% Q1 2026 May 11, 2026
VAN DEN BERG MANAGEMENT I, INC History Closed out 0 0 — 0.0% — -12 -100.0% Q1 2026 May 15, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.0% — -12 -100.0% Q1 2026 Apr 16, 2026
Vermillion Wealth Management, Inc. History New 5 0 — — — +5 New Q1 2026 Apr 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 5 0 — — — +5 New Q1 2026 May 06, 2026
GPS Wealth Strategies Group, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Kings Path Partners LLC History No change 2 0 — — — 0 0.0% Q1 2026 Aug 20, 2026
Ransom Advisory, Ltd History No change 3 0 — — — 0 0.0% Q4 2025 Jan 06, 2026