PROSHARES TRUST - NOBL

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
MORGAN STANLEY History Reduced 9,206,273 975,957 0.06% 0.06% 1 -441,667 -4.58% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,432,858 469,927 0.03% 0.04% 2 -223,861 -4.81% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 3,025,065 320,687 0.09% 0.09% 3 -91,585 -2.94% Q1 2026 May 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,816,435 192,560 0.04% 0.04% 4 -85,340 -4.49% Q1 2026 May 11, 2026
UBS Group AG History Reduced 1,755,257 186,074 0.03% 0.03% 5 -32,768 -1.83% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,738,196 184,266 0.06% 0.06% 6 -122,518 -6.58% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 1,657,609 175,711 0.76% 0.71% 7 +30,273 1.86% Q1 2026 May 15, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 1,367,917 145,012 2.12% 2.07% 8 +51,064 3.88% Q1 2026 Apr 09, 2026
ROYAL BANK OF CANADA History Reduced 1,360,095 144,184 0.03% 0.02% 9 -74,590 -5.2% Q1 2026 May 15, 2026
ROCKLAND TRUST CO History Added to 727,490 77,121 3.09% 2.88% 10 +24,839 3.54% Q1 2026 Apr 16, 2026
Cassaday & Co Wealth Management LLC History Reduced 644,773 68,352 1.46% 1.43% 11 -5,550 -0.85% Q1 2026 May 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 576,845 61,151 0.09% 0.09% 12 -44,843 -7.21% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Reduced 573,165 60,761 0.06% 0.07% 13 -73,098 -11.31% Q1 2026 May 13, 2026
Wealthspire Advisors, LLC History Reduced 464,941 49,288 0.39% 0.39% 14 -11,027 -2.32% Q1 2026 May 01, 2026
AMERIPRISE FINANCIAL INC History Reduced 455,619 48,300 0.01% 0.01% 15 -76,957 -14.45% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 440,873 46,753 0.07% 0.07% 16 -23,879 -5.14% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 426,824 45,248 0.12% 0.13% 17 -38,262 -8.23% Q1 2026 Apr 30, 2026
Janney Montgomery Scott LLC History Reduced 404,468 42,878 0.11% 0.11% 18 -43,091 -9.63% Q1 2026 Apr 22, 2026
IAM Advisory, LLC History Reduced 383,198 40,622 9.1% 8.94% 19 -3,469 -0.9% Q1 2026 Apr 10, 2026
Baird Financial Group, Inc. History Added to 361,235 38,294 0.06% 0.05% 20 +42,290 13.26% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 358,457 38,000 0.07% 0.07% 21 +798 0.22% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Reduced 264,681 28,058 0.02% 0.02% 22 -13,767 -4.94% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 257,249 27,271 0.03% 0.02% 23 +3,181 1.25% Q1 2026 May 12, 2026
Glen Eagle Advisors, LLC History Added to 256,059 27,144 3.8% 2.28% 24 +95,269 59.25% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 258,037 26,982 0.01% 0.01% 25 +24,773 10.62% Q1 2026 May 15, 2026
Summit Financial Wealth Advisors, LLC History No change 258,826 26,936 3.86% 3.86% 26 0 0.0% Q4 2025 Jan 27, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 228,345 24,206 0.01% 0.01% 27 +43,328 23.42% Q1 2026 May 04, 2026
Carrera Capital Advisors History Reduced 224,050 23,751 3.66% 5.84% 28 -109,482 -32.83% Q1 2026 May 04, 2026
Pacific Wealth Strategies Group, Inc. History Added to 196,184 20,797 12.98% 11.23% 29 +5,605 2.94% Q1 2026 May 07, 2026
Landmark Wealth Management, LLC History Added to 189,366 20,074 5.38% 6.4% 30 +28,743 17.89% Q1 2026 Apr 29, 2026
CITADEL ADVISORS LLC History Added to 184,100 19,516 0.0% 0.0% 31 +161,177 703.12% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 184,667 19,492 0.06% 0.12% 32 +3,036 1.67% Q1 2026 May 12, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 174,026 18,448 2.03% 1.99% 33 -2,027 -1.15% Q1 2026 Apr 16, 2026
ForthRight Wealth Management, LLC History Reduced 171,248 18,153 5.15% 5.56% 34 -14,632 -7.87% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 169,929 18,014 0.01% 0.05% 35 +6,300 3.85% Q1 2026 May 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 169,430 17,961 0.01% 0.01% 36 +936 0.56% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 165,696 17,565 0.13% 0.11% 37 +30,806 22.84% Q1 2026 May 15, 2026
McElhenny Sheffield Capital Management, LLC History Added to 161,050 17,072 4.23% 2.99% 38 +42,943 36.36% Q1 2026 Apr 22, 2026
SMITH, MOORE & CO. History Added to 157,530 16,699 1.21% 1.17% 39 +8,907 5.99% Q1 2026 May 05, 2026
&PARTNERS History Added to 155,252 16,458 0.08% 0.08% 40 +1,275 0.83% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 152,951 16,214 0.25% 0.25% 41 -11,721 -7.12% Q1 2026 May 01, 2026
Sanctuary Advisors, LLC History Reduced 152,023 16,115 0.09% 0.15% 42 -105,269 -40.91% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Added to 145,689 15,444 0.0% 0.0% 43 +45,382 45.24% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 145,549 15,429 0.36% 0.62% 44 +21,244 17.09% Q1 2026 Apr 27, 2026
HighTower Advisors, LLC History Reduced 144,844 15,355 0.02% 0.02% 45 -1,474 -1.01% Q1 2026 May 05, 2026
Equitable Holdings, Inc. History Reduced 144,674 15,056 0.1% 0.11% 46 -10,408 -6.71% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 141,414 14,991 0.02% 0.02% 47 -20,658 -12.75% Q1 2026 Apr 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 141,264 14,975 0.17% 0.17% 48 +19,098 15.63% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 134,336 14,240 0.0% 0.0% 49 +56,879 73.43% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 127,260 13,490 0.01% 0.01% 50 -1,658 -1.29% Q1 2026 May 07, 2026
Private Advisor Group, LLC History Reduced 124,990 13,250 0.06% 0.07% 51 -11,133 -8.18% Q1 2026 Apr 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 120,828 12,804 0.08% 0.08% 52 -4,350 -3.48% Q1 2026 May 15, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 120,387 12,762 1.49% 1.46% 53 -9,918 -7.61% Q1 2026 May 15, 2026
Carroll Advisory Group, LLC History Added to 117,041 12,407 4.82% 4.49% 54 +17,409 17.47% Q1 2026 Apr 22, 2026
Essex Financial Services, Inc. History Added to 114,202 12,106 0.68% 0.67% 55 +1,469 1.3% Q1 2026 Apr 24, 2026
Valtrion Capital Management, LLC History Added to 113,355 12,016 11.33% 7.06% 56 +45,296 66.55% Q1 2026 May 15, 2026
COMERICA BANK History No change 110,121 11,460 0.05% 0.05% 57 0 0.0% Q4 2025 Jan 29, 2026
Cordoba Advisory Partners LLC History Added to 107,772 11,424 3.16% 2.66% 58 +4,316 4.17% Q1 2026 Apr 28, 2026
FIFTH THIRD BANCORP History Added to 107,042 11,347 0.02% 0.0% 59 +105,968 9866.67% Q1 2026 May 01, 2026
Mariner, LLC History Reduced 99,414 10,538 0.01% 0.01% 60 -817 -0.82% Q1 2026 May 13, 2026
Cerity Partners LLC History Reduced 99,047 10,499 0.01% 0.02% 61 -38,782 -28.14% Q1 2026 May 15, 2026
Creative Planning History Added to 97,359 10,321 0.01% 0.01% 62 +4,328 4.65% Q1 2026 May 12, 2026
CFS Investment Advisory Services, LLC History Reduced 94,463 10,278 0.71% 0.76% 63 -5,145 -5.17% Q1 2026 Apr 29, 2026
Jump Financial, LLC History New 95,726 10,147 0.14% 64 +95,726 New Q1 2026 May 14, 2026
FAGAN ASSOCIATES, INC. History Reduced 94,932 10,063 1.4% 1.34% 65 -1,399 -1.45% Q1 2026 May 04, 2026
Focus Partners Wealth History Added to 94,621 10,030 0.01% 0.01% 66 +2,582 2.81% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Added to 93,368 9,897 0.12% 0.13% 67 +3,360 3.73% Q1 2026 Apr 23, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 92,899 9,848 1.96% 1.85% 68 +6,875 7.99% Q1 2026 Apr 29, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 90,604 9,604 0.53% 0.22% 69 +52,767 139.46% Q1 2026 Apr 30, 2026
Gerald Baker Financial Group LLC History New 90,076 9,548 3.02% 70 +90,076 New Q1 2026 May 06, 2026
Galilei Investment Office LLP History Reduced 87,951 9,321 4.83% 6.58% 71 -46,189 -34.43% Q1 2026 May 13, 2026
Coston, McIsaac & Partners History Reduced 87,636 9,290 2.1% 2.19% 72 -2,847 -3.15% Q1 2026 Apr 22, 2026
Prasad Wealth Partners, LLC History Added to 85,938 9,110 2.48% 2.3% 73 +3,040 3.67% Q1 2026 Apr 27, 2026
Centurion Wealth Management LLC History Added to 85,284 9,040 2.04% 1.71% 74 +10,430 13.93% Q1 2026 Apr 10, 2026
Integrated Advisors Network LLC History Added to 84,847 8,994 0.47% 0.27% 75 +26,009 44.2% Q1 2026 Apr 28, 2026
JPMORGAN CHASE & CO History Reduced 83,711 8,762 0.0% 0.0% 76 -31,417 -27.29% Q1 2026 May 13, 2026
Ted Buchan & Co History Added to 80,325 8,515 3.09% 2.58% 77 +12,906 19.14% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Added to 79,194 8,395 0.02% 0.02% 78 +21,187 36.52% Q1 2026 May 08, 2026
LMG Wealth Partners, LLC History Reduced 78,704 8,343 1.52% 1.53% 79 -145 -0.18% Q1 2026 Apr 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 78,184 8,288 0.01% 0.02% 80 -45,046 -36.55% Q1 2026 May 15, 2026
Joseph P. Lucia & Associates, LLC History Reduced 78,021 8,270 2.96% 2.96% 81 -940 -1.19% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Added to 76,894 8,151 0.03% 0.03% 82 +16,611 27.56% Q1 2026 Apr 30, 2026
Kraft, Davis & Associates, LLC History Reduced 73,483 7,958 1.7% 1.92% 83 -5,810 -7.33% Q1 2026 May 01, 2026
Benchmark Financial, LLC History Added to 74,331 7,879 7.07% 7.03% 84 +6,520 9.61% Q1 2026 Apr 21, 2026
D.A. DAVIDSON & CO. History Reduced 73,986 7,843 0.05% 0.05% 85 -494 -0.66% Q1 2026 May 05, 2026
Summit Financial, LLC History Reduced 73,632 7,805 0.1% 0.11% 86 -818 -1.1% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 72,503 7,686 0.02% 0.02% 87 -2,161 -2.89% Q1 2026 May 04, 2026
Legacy Private Trust Co. History Reduced 72,295 7,663 0.47% 0.47% 88 -4,023 -5.27% Q1 2026 Apr 07, 2026
PRING TURNER CAPITAL GROUP INC History No change 73,491 7,648 4.6% 4.73% 89 0 0.0% Q1 2026 May 13, 2026
Financial & Tax Architects, LLC History Reduced 71,692 7,600 1.69% 2.07% 90 -16,981 -19.15% Q1 2026 Apr 23, 2026
J.W. COLE ADVISORS, INC. History Reduced 71,367 7,565 0.26% 0.17% 91 -2,574 -3.48% Q1 2026 Apr 23, 2026
US BANCORP \DE\ History Reduced 71,044 7,531 0.01% 0.01% 92 -1,419 -1.96% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 69,114 7,326 0.59% 0.57% 93 -1,508 -2.14% Q1 2026 May 13, 2026
Tradition Wealth Management, LLC History Added to 68,449 7,256 0.52% 0.51% 94 +177 0.26% Q1 2026 May 15, 2026
Allred Capital Management, LLC History Added to 67,320 7,135 2.6% 2.45% 95 +2,216 3.4% Q1 2026 May 13, 2026
Goldstone Financial Group, LLC History Added to 67,060 7,109 0.77% 0.77% 96 +446 0.67% Q1 2026 Apr 24, 2026
Cypress Capital, LLC History Reduced 66,649 7,065 2.01% 2.61% 97 -23,077 -25.72% Q1 2026 Apr 28, 2026
TICINO WEALTH History Reduced 60,554 7,051 2.45% 2.42% 98 -2,281 -3.63% Q1 2026 Apr 22, 2026
NorthCrest Asset Manangement, LLC History Reduced 66,458 7,039 0.22% 0.23% 99 -33,023 -33.2% Q1 2026 Apr 08, 2026
Brookstone Capital Management History Reduced 66,244 7,022 0.08% 0.09% 100 -7,997 -10.77% Q1 2026 Apr 16, 2026
CITIGROUP INC History Added to 65,595 6,953 0.0% 0.0% 101 +2,438 3.86% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Added to 65,042 6,895 0.22% 0.24% 102 +1,363 2.14% Q1 2026 May 07, 2026
Lynx Investment Advisory History Added to 64,651 6,853 3.28% 2.96% 103 +12,573 24.14% Q1 2026 Apr 24, 2026
Prism Advisors, Inc. History No change 64,080 6,793 1.81% 1.78% 104 0 0.0% Q1 2026 Apr 23, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 62,737 6,650 0.0% 0.0% 105 +4,100 6.99% Q1 2026 Apr 30, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 62,265 6,600 1.7% 1.64% 106 +2,287 3.81% Q1 2026 Apr 09, 2026
World Investment Advisors History Reduced 61,825 6,554 0.11% 0.11% 107 -766 -1.22% Q1 2026 Apr 27, 2026
VIAWEALTH, LLC History Added to 61,462 6,515 3.63% 3.58% 108 +283 0.46% Q1 2026 May 11, 2026
FLOW TRADERS U.S. LLC History New 60,335 6,396 0.2% 109 +60,335 New Q1 2026 May 15, 2026
O'ROURKE & COMPANY, Inc History Reduced 59,607 6,318 2.5% 2.45% 110 -966 -1.59% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 125,444 6,248 0.01% 0.01% 111 +37,570 42.75% Q1 2026 Apr 08, 2026
SouthState Bank Corp History Added to 58,867 6,240 0.29% 0.03% 112 +51,509 700.04% Q1 2026 May 05, 2026
MRWM Advisors, LLC History Reduced 57,501 6,095 3.3% 4.17% 113 -17,183 -23.01% Q1 2026 Apr 20, 2026
FMR LLC History Added to 56,570 5,997 0.0% 0.0% 114 +9,315 19.71% Q1 2026 May 15, 2026
Jacobi Capital Management LLC History Reduced 55,791 5,914 0.33% 0.34% 115 -1,059 -1.86% Q1 2026 May 13, 2026
SYNTAX RESEARCH, INC. History Reduced 55,761 5,911 3.76% 3.67% 116 -1,433 -2.51% Q1 2026 Apr 24, 2026
Corient Private Wealth LLC History Added to 55,621 5,783 0.01% 0.01% 117 +2,577 4.86% Q1 2026 May 15, 2026
MSH Capital Advisors LLC History Added to 53,761 5,699 1.21% 1.15% 118 +2,051 3.97% Q1 2026 May 08, 2026
BENJAMIN EDWARDS INC History Reduced 53,408 5,662 0.06% 0.08% 119 -15,745 -22.77% Q1 2026 May 12, 2026
Capital Investment Advisory Services, LLC History Added to 53,131 5,632 0.41% 0.38% 120 +853 1.63% Q1 2026 May 05, 2026
MAI Capital Management History Added to 51,514 5,460 0.03% 0.03% 121 +1,420 2.83% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 50,225 5,324 0.0% 0.0% 122 +215 0.43% Q1 2026 May 12, 2026
WEDBUSH SECURITIES INC History Added to 49,019 5,197 0.15% 0.15% 123 +40 0.08% Q1 2026 Apr 21, 2026
One Capital Management, LLC History Reduced 48,856 5,179 0.14% 0.16% 124 -3,007 -5.8% Q1 2026 May 12, 2026
Carmel Capital Partners, LLC History Added to 48,359 5,126 1.85% 0.31% 125 +39,956 475.5% Q1 2026 Apr 30, 2026
RoundAngle Advisors LLC History Added to 48,283 5,118 3.82% 3.63% 126 +404 0.84% Q1 2026 Apr 08, 2026
REDMONT WEALTH ADVISORS LLC History No change 48,747 5,073 7.68% 7.68% 127 0 0.0% Q4 2025 Feb 06, 2026
Prime Capital Investment Advisors, LLC History Reduced 47,424 5,027 0.06% 0.06% 128 -2,761 -5.5% Q1 2026 May 08, 2026
Ascentis Independent Advisors History Added to 46,493 4,928 0.37% 0.23% 129 +32,727 237.74% Q1 2026 Apr 28, 2026
Private Capital Management, LLC History Added to 46,148 4,892 0.49% 0.42% 130 +2,471 5.66% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 45,571 4,830 0.02% 0.02% 131 +6,870 17.75% Q1 2026 May 08, 2026
WealthShield Partners, LLC History Added to 45,509 4,824 0.54% 0.51% 132 +907 2.03% Q1 2026 May 01, 2026
Caldwell Trust Co History Reduced 44,709 4,739 0.42% 0.43% 133 -1,465 -3.17% Q1 2026 Apr 22, 2026
Kovack Advisors, Inc. History Reduced 44,713 4,738 0.25% 0.22% 134 -1,333 -2.89% Q1 2026 May 12, 2026
Independent Wealth Advisors LLC History Added to 44,633 4,731 4.65% 4.74% 135 +1,003 2.3% Q1 2026 May 22, 2026
Apollon Financial, LLC History Reduced 44,223 4,688 0.65% 0.67% 136 -229 -0.52% Q1 2026 Apr 22, 2026
Clearstead Advisors, LLC History Added to 43,420 4,603 0.04% 0.06% 137 +704 1.65% Q1 2026 May 06, 2026
Uniting Wealth Partners, LLC History Added to 42,301 4,484 0.95% 1.2% 138 +4,718 12.55% Q1 2026 Apr 22, 2026
Allworth Financial LP History Added to 41,365 4,385 0.02% 0.02% 139 +322 0.78% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History New 41,294 4,377 0.01% 140 +41,294 New Q1 2026 May 15, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 40,043 4,319 1.19% 1.24% 141 -3,190 -7.38% Q1 2026 Apr 30, 2026
DAVENPORT & Co LLC History Added to 40,695 4,314 0.02% 0.02% 142 +7,382 22.16% Q1 2026 Apr 15, 2026
Mutual Advisors, LLC History Added to 39,922 4,232 0.09% 0.04% 143 +23,235 139.24% Q1 2026 May 01, 2026
Prospera Financial Services Inc History Reduced 39,481 4,186 0.07% 0.07% 144 -1,064 -2.62% Q1 2026 Apr 14, 2026
Concord Wealth Partners History Reduced 38,497 4,081 0.53% 0.52% 145 -332 -0.86% Q1 2026 May 01, 2026
ICICI Prudential Asset Management Co Ltd History No change 38,501 4,079 0.49% 0.47% 146 0 0.0% Q1 2026 May 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 38,261 4,055 0.01% 0.01% 147 +2,181 6.04% Q1 2026 May 14, 2026
CWM, LLC History Added to 38,218 4,051 0.01% 0.01% 148 +5,913 18.3% Q1 2026 May 14, 2026
COZAD ASSET MANAGEMENT INC History No change 38,885 4,046 0.31% 0.31% 149 0 0.0% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 38,026 4,031 0.13% 0.14% 150 -891 -2.29% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 38,732 4,030 0.07% 0.07% 151 0 0.0% Q4 2025 Feb 06, 2026
Marble Wealth, LLC History Reduced 37,894 4,017 0.7% 1.05% 152 -34,853 -47.91% Q1 2026 May 14, 2026
Concord Asset Management, LLC/VA History Reduced 37,640 3,990 0.67% 0.69% 153 -537 -1.41% Q1 2026 May 01, 2026
Lloyd Advisory Services, LLC. History New 37,560 3,981 1.14% 155 +37,560 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 37,560 3,981 1.14% 1.21% 154 -208 -0.55% Q1 2026 May 13, 2026
IHT Wealth Management, LLC History Reduced 37,366 3,961 0.09% 0.12% 156 -8,276 -18.13% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 37,226 3,946 0.04% 0.05% 157 -1,191 -3.1% Q1 2026 Apr 28, 2026
Koshinski Asset Management, Inc. History Reduced 36,857 3,907 0.24% 0.26% 158 -1,235 -3.24% Q1 2026 Apr 27, 2026
Allen Capital Group, LLC History No change 37,332 3,885 0.36% 0.36% 159 0 0.0% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 36,352 3,852 0.04% 0.04% 160 +521 1.45% Q1 2026 Apr 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 34,340 3,640 0.19% 0.19% 161 -44 -0.13% Q1 2026 Apr 15, 2026
Ausdal Financial Partners, Inc. History Reduced 33,930 3,596 0.16% 0.17% 162 -2,104 -5.84% Q1 2026 May 12, 2026
Trek Financial, LLC History Added to 33,624 3,564 0.19% 0.2% 163 +191 0.57% Q1 2026 May 13, 2026
Avant Capital LLC History Reduced 33,153 3,514 2.47% 2.58% 164 -2,941 -8.15% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 33,136 3,512 0.0% 0.0% 165 -15,393 -31.72% Q1 2026 May 08, 2026
AMERIFLEX GROUP, INC. History Added to 32,929 3,490 1.77% 1.48% 166 +5,545 20.25% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 32,165 3,409 0.04% 0.04% 167 +56 0.17% Q1 2026 Apr 20, 2026
Everest Financial Group LLC History New 31,974 3,389 0.56% 168 +31,974 New Q1 2026 May 15, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 31,882 3,379 0.35% 0.35% 169 -344 -1.07% Q1 2026 May 07, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 31,795 3,370 0.23% 0.22% 170 -1,493 -4.49% Q1 2026 May 21, 2026
GTS SECURITIES LLC History Added to 31,412 3,329 0.12% 0.01% 171 +28,147 862.08% Q1 2026 May 14, 2026
Chokshi & Queen Wealth Advisors, Inc History Reduced 31,381 3,326 1.78% 1.73% 172 -507 -1.59% Q1 2026 May 15, 2026
TCP Asset Management, LLC History New 30,972 3,283 0.42% 173 +30,972 New Q1 2026 Apr 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 30,408 3,223 0.1% 0.05% 174 +158 0.52% Q1 2026 Apr 29, 2026
N.E.W. Advisory Services LLC History Added to 30,390 3,221 0.24% 0.23% 175 +274 0.91% Q1 2026 May 04, 2026
PFG Investments, LLC History Reduced 30,319 3,214 0.15% 0.15% 176 -691 -2.23% Q1 2026 Apr 27, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 29,914 3,171 1.06% 1.02% 177 +77 0.26% Q1 2026 May 08, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 29,875 3,167 0.49% 0.5% 178 0 0.0% Q1 2026 May 07, 2026
HighPoint Advisor Group LLC History New 29,836 3,162 0.13% 179 +29,836 New Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 29,180 3,093 0.05% 0.06% 180 +8,006 37.81% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 28,386 3,009 0.05% 0.05% 181 +1,455 5.4% Q1 2026 May 11, 2026
Three Cord True Wealth Management, LLC History Reduced 27,935 2,961 1.65% 1.7% 182 -110 -0.39% Q1 2026 Apr 27, 2026
Cushing Capital Partners, LLC History Reduced 27,520 2,917 2.24% 2.16% 183 -543 -1.93% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 27,344 2,898 0.04% 0.04% 184 +9,387 52.27% Q1 2026 May 15, 2026
Moors & Cabot, Inc. History Reduced 27,254 2,889 0.12% 0.12% 185 -717 -2.56% Q1 2026 May 08, 2026
KPP Advisory Services LLC History Reduced 26,801 2,841 0.41% 0.43% 186 -1,919 -6.68% Q1 2026 Apr 24, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 26,728 2,832 0.5% 0.44% 187 +762 2.93% Q1 2026 May 08, 2026
Wealth Group Ltd History Reduced 26,551 2,813 0.64% 0.64% 188 -798 -2.92% Q1 2026 Apr 10, 2026
Sigma Planning Corp History Reduced 26,423 2,801 0.08% 0.08% 189 -848 -3.11% Q1 2026 May 04, 2026
BCS Wealth Management History Reduced 26,360 2,794 0.57% 0.58% 190 -28,760 -52.18% Q1 2026 Apr 17, 2026
DHJJ Financial Advisors, Ltd. History Reduced 26,314 2,789 0.92% 0.98% 191 -1,950 -6.9% Q1 2026 Apr 09, 2026
Newman Dignan & Sheerar, Inc. History Reduced 26,028 2,759 0.58% 0.57% 192 -202 -0.77% Q1 2026 Apr 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 26,006 2,756 0.18% 0.18% 193 -814 -3.04% Q1 2026 Apr 15, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 25,348 2,687 2.1% 2.1% 194 0 0.0% Q1 2026 May 04, 2026
Connecticut Wealth Management, LLC History Reduced 25,334 2,685 0.11% 0.12% 195 -1,005 -3.82% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History Reduced 25,200 2,671 0.04% 0.04% 196 -740 -2.85% Q1 2026 May 15, 2026
Coastline Complete Wealth LLC History Reduced 25,068 2,657 1.65% 2.96% 197 -20,151 -44.56% Q1 2026 May 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 25,055 2,656 0.13% 0.13% 198 -1,725 -6.44% Q1 2026 Apr 28, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 25,517 2,655 0.8% 0.8% 199 0 0.0% Q4 2025 Jan 30, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 24,861 2,635 0.16% 0.17% 200 -1,923 -7.18% Q1 2026 May 12, 2026
BlackRock, Inc. History Added to 24,607 2,608 0.0% 0.0% 201 +1,721 7.52% Q1 2026 May 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 24,506 2,597 3.97% 3.81% 202 -772 -3.05% Q1 2026 May 01, 2026
Royal Capital Wealth Management, LLC History Reduced 24,180 2,563 1.6% 1.56% 203 -1,244 -4.89% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Reduced 24,125 2,557 0.04% 0.05% 204 -4,890 -16.85% Q1 2026 Apr 22, 2026
Continuum Advisory, LLC History Added to 24,045 2,548 0.24% 0.24% 205 +775 3.33% Q1 2026 Apr 22, 2026
MLP3, LLC History Added to 23,822 2,525 2.78% 2.54% 206 +1,428 6.38% Q1 2026 Apr 13, 2026
Pathstone Holdings, LLC History Added to 23,720 2,514 0.01% 0.0% 207 +21,795 1132.21% Q1 2026 May 11, 2026
Balentine LLC History Reduced 23,495 2,490 0.1% 0.09% 208 -322 -1.35% Q1 2026 Apr 24, 2026
Pinnacle Financial Partners, Inc. History Reduced 23,196 2,460 0.02% 0.02% 209 -283 -1.21% Q1 2026 May 14, 2026
Carnegie Lake Advisors LLC History Reduced 22,954 2,433 0.97% 1.04% 210 -3,338 -12.7% Q1 2026 Apr 29, 2026
Heck Capital Advisors, LLC History Added to 22,883 2,425 0.18% 0.18% 211 +234 1.03% Q1 2026 Apr 16, 2026
WMS Group LLC History Reduced 22,739 2,410 3.5% 3.04% 212 -255 -1.11% Q1 2026 Apr 21, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 22,500 2,385 0.16% 0.13% 213 0 0.0% Q1 2026 May 01, 2026
CIBC Bancorp USA Inc. History New 22,001 2,332 0.0% 214 +22,001 New Q1 2026 May 12, 2026
Atlas Brown,Inc. History Reduced 21,975 2,329 0.7% 0.7% 215 -562 -2.49% Q1 2026 Apr 17, 2026
Ipsen Advisor Group LLC History No change 22,239 2,314 1.64% 1.64% 216 0 0.0% Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History Reduced 21,557 2,285 0.06% 0.06% 217 -377 -1.72% Q1 2026 Apr 28, 2026
Oxinas Partners, LLC History Added to 21,289 2,256 1.03% 0.72% 218 +6,844 47.38% Q1 2026 Apr 10, 2026
Integrated Wealth Concepts LLC History Added to 21,132 2,240 0.02% 0.02% 219 +2,227 11.78% Q1 2026 May 15, 2026
Tulsa Wealth Advisors, INC History New 20,884 2,213 0.39% 220 +20,884 New Q1 2026 May 11, 2026
Paragon Capital Management Ltd History Reduced 20,805 2,205 0.46% 0.55% 221 -5,816 -21.85% Q1 2026 Apr 15, 2026
Breakwater Capital Group History Added to 20,738 2,198 0.29% 0.3% 222 +269 1.31% Q1 2026 Apr 20, 2026
Quantinno Capital Management LP History Reduced 20,389 2,161 0.0% 0.01% 223 -5,819 -22.2% Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 20,373 2,159 0.05% 0.05% 224 -872 -4.1% Q1 2026 May 15, 2026
Ellis Investment Partners, LLC History Reduced 20,294 2,151 0.37% 0.38% 225 -645 -3.08% Q1 2026 May 12, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 20,240 2,145 0.64% 0.78% 226 -4,570 -18.42% Q1 2026 May 08, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 20,162 2,137 0.22% 0.25% 228 +1,378 7.34% Q1 2026 May 14, 2026
Sound View Wealth Advisors Group, LLC History Reduced 20,165 2,137 0.15% 0.14% 227 -234 -1.15% Q1 2026 May 06, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 20,088 2,129 0.53% 0.58% 229 -257 -1.26% Q1 2026 Apr 29, 2026
Vise Technologies, Inc. History No change 20,461 2,129 0.04% 0.04% 230 0 0.0% Q1 2026 Apr 21, 2026
Lido Advisors, LLC History Reduced 19,910 2,110 0.01% 0.01% 231 -2,014 -9.19% Q1 2026 May 13, 2026
Archer Investment Corp History Reduced 19,819 2,101 0.45% 0.52% 232 -2,297 -10.39% Q1 2026 May 04, 2026
WEST PACES ADVISORS INC. History No change 19,756 2,094 0.41% 0.4% 233 0 0.0% Q1 2026 May 05, 2026
MGO ONE SEVEN LLC History Reduced 19,503 2,067 0.04% 0.04% 234 -1,319 -6.33% Q1 2026 May 14, 2026
Alta Wealth Advisors LLC History Added to 19,453 2,062 0.67% 0.65% 236 +883 4.75% Q1 2026 May 04, 2026
Jupiter Wealth Management LLC History Reduced 19,445 2,062 0.81% 0.98% 235 -30 -0.15% Q1 2026 May 14, 2026
Navis Wealth Advisors, LLC History Added to 19,322 2,048 1.04% 0.85% 237 +61 0.32% Q1 2026 May 15, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 19,036 2,018 1.4% 1.39% 238 -506 -2.59% Q1 2026 May 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 18,969 2,010 0.02% 0.05% 239 -20,553 -52.0% Q1 2026 Apr 24, 2026
GC Wealth Management RIA, LLC History Reduced 18,869 2,000 0.08% 0.07% 240 -47 -0.25% Q1 2026 May 14, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 18,722 1,984 0.61% 0.44% 241 -1,094 -5.52% Q1 2026 May 12, 2026
AA Financial Advisors, LLC History No change 18,537 1,965 0.28% 0.36% 242 0 0.0% Q1 2026 Apr 20, 2026
CIBC Private Wealth Group LLC History No change 18,720 1,948 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History Added to 18,250 1,934 0.01% 0.0% 244 +5,706 45.49% Q1 2026 May 15, 2026
Empowered Funds, LLC History Reduced 18,216 1,931 0.01% 0.04% 246 -1,602 -8.08% Q1 2026 May 14, 2026
Cambria Investment Management, L.P. History Reduced 18,216 1,931 0.11% 0.12% 245 -1,352 -6.91% Q1 2026 May 14, 2026
MGB Wealth Management, LLC History No change 18,469 1,922 0.55% 0.55% 247 0 0.0% Q4 2025 Feb 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Reduced 18,083 1,916 0.3% 0.33% 248 -1,098 -5.72% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Added to 17,806 1,887 0.02% 0.02% 249 +212 1.2% Q1 2026 Apr 20, 2026
Gladstone Institutional Advisory LLC History Reduced 17,681 1,874 0.07% 0.07% 250 -324 -1.8% Q1 2026 May 14, 2026
Marex Group plc History No change 17,474 1,852 0.01% 0.01% 251 0 0.0% Q1 2026 May 13, 2026
Financial Partners Group, Inc History Reduced 17,358 1,840 0.22% 0.48% 252 -20,520 -54.17% Q1 2026 Apr 10, 2026
Sanchez Wealth Management Group History Reduced 17,212 1,824 0.39% 0.43% 253 -2,280 -11.7% Q1 2026 Apr 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 17,186 1,821 0.08% 0.09% 254 -142 -0.82% Q1 2026 Apr 28, 2026
Geneos Wealth Management Inc. History Added to 16,924 1,794 0.04% 0.04% 255 +396 2.4% Q1 2026 May 04, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 16,799 1,780 0.82% 0.84% 256 -206 -1.21% Q1 2026 May 14, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 16,434 1,771 0.56% 0.26% 257 +9,272 129.46% Q1 2026 May 12, 2026
Silver Lake Advisory, LLC History Reduced 16,520 1,751 0.69% 0.79% 258 -3,000 -15.37% Q1 2026 Apr 27, 2026
Tactive Advisors, LLC History Reduced 16,185 1,715 0.48% 0.53% 259 -1,238 -7.11% Q1 2026 Apr 16, 2026
Aspect Partners, LLC History Added to 16,123 1,709 0.7% 0.72% 260 +315 1.99% Q1 2026 Apr 02, 2026
Dynamic Advisor Solutions LLC History Added to 16,082 1,704 0.05% 0.05% 261 +72 0.45% Q1 2026 Apr 08, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 15,978 1,693 0.05% 0.06% 262 -1,127 -6.59% Q1 2026 Apr 30, 2026
Anchor Investment Management, LLC History Added to 15,940 1,689 0.14% 0.12% 263 +1,226 8.33% Q1 2026 May 01, 2026
Finward Bancorp History Reduced 15,926 1,688 1.35% 1.36% 264 -937 -5.56% Q1 2026 Apr 10, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 15,902 1,685 0.05% 0.06% 265 -2,173 -12.02% Q1 2026 May 11, 2026
Northwest Financial Advisors History Reduced 15,829 1,677 3.24% 3.41% 266 -101 -0.63% Q1 2026 Apr 24, 2026
Autumn Glory Partners, LLC History No change 15,812 1,676 0.62% 0.58% 267 0 0.0% Q1 2026 May 04, 2026
Y-Intercept (Hong Kong) Ltd History Added to 15,751 1,669 0.03% 0.01% 268 +9,880 168.28% Q1 2026 Apr 27, 2026
Arkadios Wealth Advisors History Added to 15,666 1,660 0.03% 0.02% 269 +8,046 105.59% Q1 2026 May 18, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 15,556 1,649 0.14% 0.13% 270 +398 2.63% Q1 2026 Apr 15, 2026
WealthBridge Capital Management, LLC History Reduced 15,543 1,647 0.38% 0.38% 271 -442 -2.77% Q1 2026 Apr 17, 2026
PlanVest Financial, Inc History New 15,191 1,610 1.22% 272 +15,191 New Q1 2026 May 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 15,050 1,595 0.15% 0.15% 273 -290 -1.89% Q1 2026 Apr 22, 2026
EP Wealth Advisors, LLC History Reduced 15,031 1,593 0.01% 0.01% 274 -893 -5.61% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 15,003 1,590 0.0% 0.0% 275 +2,354 18.61% Q1 2026 May 13, 2026
CORA CAPITAL ADVISORS LLC History Reduced 14,768 1,565 0.52% 1.68% 276 -26,730 -64.41% Q1 2026 Apr 17, 2026
Snowden Capital Advisors LLC History Added to 14,710 1,559 0.04% 0.04% 277 +245 1.69% Q1 2026 May 14, 2026
Compound Planning, Inc. History Reduced 14,327 1,518 0.05% 0.04% 279 -80 -0.56% Q1 2026 May 14, 2026
Colonial Trust Co / SC History No change 14,321 1,518 0.21% 0.2% 278 0 0.0% Q1 2026 May 12, 2026
Centennial Bank/AR/ History Reduced 14,200 1,505 0.54% 0.71% 280 -3,050 -17.68% Q1 2026 May 06, 2026
Petix & Botte Co History Added to 13,978 1,481 0.33% 0.33% 281 +28 0.2% Q1 2026 Apr 30, 2026
First Heartland Consultants, Inc. History Added to 13,886 1,472 0.11% 0.1% 282 +989 7.67% Q1 2026 Apr 08, 2026
SlateStone Wealth, LLC History Added to 13,770 1,460 0.12% 0.07% 283 +5,589 68.32% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Added to 13,684 1,450 0.01% 0.01% 284 +850 6.62% Q1 2026 May 13, 2026
Sequent Asset Management, LLC History No change 13,822 1,438 0.64% 0.64% 285 0 0.0% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 13,486 1,429 0.05% 0.05% 286 +1,182 9.61% Q1 2026 May 06, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 13,460 1,426 0.15% 287 +13,460 New Q1 2026 May 07, 2026
MONECO ADVISORS, LLC History Reduced 13,311 1,411 0.11% 0.12% 288 -1,216 -8.37% Q1 2026 May 07, 2026
Engineers Gate Manager LP History Added to 13,195 1,398 0.02% 0.01% 289 +4,483 51.46% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 13,094 1,388 0.0% 0.0% 290 -317 -2.36% Q1 2026 May 05, 2026
SeaCrest Wealth Management, LLC History Added to 13,034 1,381 0.15% 0.13% 291 +918 7.58% Q1 2026 Apr 15, 2026
4WEALTH ADVISORS, INC. History Added to 13,032 1,364 1.17% 1.09% 292 +787 6.43% Q1 2026 Apr 27, 2026
May Barnhard Investments LLC History Reduced 12,856 1,362 0.66% 0.65% 293 -411 -3.1% Q1 2026 May 13, 2026
Allied Investment Advisors, LLC History Reduced 12,602 1,335 0.19% 0.25% 294 -2,923 -18.83% Q1 2026 Apr 27, 2026
Wealthcare Advisory Partners LLC History Added to 12,564 1,331 0.03% 0.02% 295 +2,314 22.58% Q1 2026 Apr 14, 2026
SP Asset Management LLC History Added to 12,224 1,295 0.11% 0.1% 296 +60 0.49% Q1 2026 May 06, 2026
CHANNEL WEALTH LLC History No change 12,202 1,293 0.31% 0.32% 297 0 0.0% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 12,052 1,277 0.01% 0.0% 298 +3,362 38.69% Q1 2026 May 13, 2026
F/m Investments LLC History No change 12,100 1,271 0.08% 0.05% 299 0 0.0% Q1 2026 May 11, 2026
Split Rock Private Trading & Wealth Management, LLC History Added to 11,981 1,270 0.98% 0.89% 300 +1,308 12.26% Q1 2026 Apr 28, 2026
MBA Advisors LLC History Reduced 11,732 1,243 0.48% 0.53% 301 -840 -6.68% Q1 2026 Apr 20, 2026
Pathway Financial Advisers, LLC History Reduced 11,729 1,243 0.35% 0.36% 302 -348 -2.88% Q1 2026 Apr 23, 2026
BBR PARTNERS, LLC History No change 11,675 1,237 0.07% 0.07% 303 0 0.0% Q1 2026 May 12, 2026
Tower Research Capital LLC (TRC) History Added to 11,629 1,232 0.03% 0.0% 304 +11,607 52759.09% Q1 2026 May 15, 2026
Curi Capital, LLC History Reduced 11,548 1,224 0.02% 0.03% 305 -3,566 -23.59% Q1 2026 May 15, 2026
Madison Park Capital Advisors, LLC History Added to 11,368 1,205 0.95% 0.96% 306 +26 0.23% Q1 2026 Apr 22, 2026
WealthPlan Investment Management, LLC History New 11,366 1,204 0.07% 307 +11,366 New Q1 2026 Apr 29, 2026
Valmark Advisers, Inc. History Added to 11,341 1,202 0.01% 0.01% 308 +71 0.63% Q1 2026 May 01, 2026
High Point Wealth Management, LLC History Reduced 11,323 1,200 1.16% 1.29% 309 -1,834 -13.94% Q1 2026 Apr 08, 2026
Sound Financial Strategies Group, LLC History Reduced 11,185 1,185 0.81% 0.97% 310 -2,052 -15.5% Q1 2026 May 08, 2026
Total Clarity Wealth Management, Inc. History Added to 11,124 1,179 0.28% 0.27% 311 +542 5.12% Q1 2026 Apr 17, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 11,051 1,171 0.37% 0.37% 312 +349 3.26% Q1 2026 May 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 10,808 1,145 0.01% 0.01% 313 -316 -2.84% Q1 2026 May 12, 2026
Harvest Investment Services, LLC History Reduced 10,750 1,139 0.21% 0.22% 314 -388 -3.48% Q1 2026 May 14, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 10,648 1,128 1.08% 1.07% 315 -314 -2.86% Q1 2026 May 06, 2026
Walsh & Associates, LLC History Reduced 10,537 1,116 1.11% 1.11% 316 -247 -2.29% Q1 2026 May 15, 2026
Sowell Financial Services LLC History Added to 10,294 1,091 0.04% 0.04% 317 +210 2.08% Q1 2026 Apr 20, 2026
PKS Advisory Services, LLC History Reduced 10,239 1,085 0.25% 0.35% 318 -4,522 -30.63% Q1 2026 May 13, 2026
CHAPIN DAVIS, INC. History Added to 10,206 1,082 0.24% 0.24% 319 +518 5.35% Q1 2026 Apr 21, 2026
Claris Financial LLC History Added to 10,176 1,078 0.59% 0.46% 320 +1,784 21.26% Q1 2026 May 18, 2026
Park Place Capital Corp History Added to 10,091 1,069 0.21% 0.22% 321 +3 0.03% Q1 2026 Apr 09, 2026
NORTHERN TRUST CORP History Added to 10,048 1,065 0.0% 0.0% 322 +242 2.47% Q1 2026 May 14, 2026
Bienville Capital Management, LLC History Reduced 9,821 1,041 0.19% 0.26% 323 -5,884 -37.47% Q1 2026 May 13, 2026
Platform Technology Partners History Added to 9,755 1,034 0.2% 0.22% 324 +3 0.03% Q1 2026 Apr 27, 2026
NBC SECURITIES, INC. History Reduced 9,726 1,031 0.08% 0.08% 325 -16 -0.16% Q1 2026 Apr 14, 2026
First City Capital Management, Inc. History Added to 9,695 1,027 0.54% 0.49% 326 +800 8.99% Q1 2026 Apr 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 9,548 1,012 0.32% 0.33% 327 -377 -3.8% Q1 2026 Apr 14, 2026
Independent Advisor Alliance History New 9,433 1,000 0.01% 328 +9,433 New Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Reduced 9,405 997 0.01% 0.02% 329 -7,517 -44.42% Q1 2026 Apr 28, 2026
Empire Financial Management Company, LLC History Added to 9,384 994 0.22% 0.21% 330 +9 0.1% Q1 2026 May 15, 2026
MMA ASSET MANAGEMENT LLC History Reduced 9,355 991 0.35% 0.35% 331 -169 -1.77% Q1 2026 Apr 08, 2026
Enclave Advisors LLC History Reduced 9,332 989 0.14% 0.14% 332 -402 -4.13% Q1 2026 Apr 13, 2026
Mission Creek Capital Partners, Inc. History Reduced 9,292 985 0.2% 0.22% 333 -943 -9.21% Q1 2026 May 14, 2026
Virtus Wealth Solutions LLC History Added to 9,133 968 0.18% 0.18% 334 +44 0.48% Q1 2026 May 08, 2026
Parallel Advisors, LLC History Added to 8,960 949 0.02% 0.01% 335 +1,258 16.33% Q1 2026 May 07, 2026
Michels Family Financial, LLC History Reduced 8,937 947 0.68% 0.69% 336 -56 -0.62% Q1 2026 Apr 24, 2026
WHITTIER TRUST CO History No change 8,910 945 0.01% 0.01% 337 0 0.0% Q1 2026 Apr 28, 2026
Gemmer Asset Management LLC History No change 8,774 930 0.07% 0.07% 338 0 0.0% Q1 2026 Apr 22, 2026
BIP Wealth, LLC History Added to 8,474 898 0.04% 0.03% 339 +968 12.9% Q1 2026 Apr 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 8,465 897 0.02% 0.02% 340 +38 0.45% Q1 2026 Apr 27, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 8,400 890 0.35% 0.37% 341 -700 -7.69% Q1 2026 Apr 08, 2026
StoneX Group Inc. History Reduced 8,365 886 0.05% 0.04% 342 -1,163 -12.21% Q1 2026 May 14, 2026
Atria Investments, Inc History Reduced 8,320 881 0.01% 0.01% 343 -3,424 -29.16% Q1 2026 May 05, 2026
B. Riley Wealth Advisors, Inc. History No change 8,391 878 0.06% 0.04% 344 0 0.0% Q1 2026 Apr 24, 2026
PARK AVENUE SECURITIES LLC History Reduced 8,221 871 0.01% 0.02% 345 -8,920 -52.04% Q1 2026 Apr 07, 2026
Element Wealth, LLC History Reduced 8,120 860 0.35% 0.35% 346 -52 -0.64% Q1 2026 May 04, 2026
IFP Advisors, Inc History Reduced 8,026 850 0.02% 0.02% 347 -2,581 -24.33% Q1 2026 Apr 13, 2026
SkyOak Wealth, LLC History Added to 8,020 850 0.16% 0.14% 349 +538 7.19% Q1 2026 Apr 30, 2026
Cornerstone Advisory, LLC History No change 8,027 850 0.08% 0.08% 348 0 0.0% Q1 2026 May 04, 2026
Paragon Private Wealth Management, LLC History Reduced 7,998 847 0.27% 0.28% 350 -805 -9.14% Q1 2026 May 19, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 7,990 846 0.0% 0.0% 351 +335 4.38% Q1 2026 May 14, 2026
BlueChip Wealth Advisors LLC History Reduced 7,985 846 0.37% 0.36% 353 -270 -3.27% Q1 2026 May 05, 2026
NewEdge Wealth, LLC History Reduced 7,987 846 0.01% 0.01% 352 -113 -1.4% Q1 2026 May 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 7,910 838 0.02% 0.02% 354 -84 -1.05% Q1 2026 Apr 29, 2026
Gateway Wealth Partners, LLC History Added to 7,858 833 0.03% 0.05% 355 +3,895 98.28% Q1 2026 May 15, 2026
Paladin Advisory Group, LLC History Reduced 7,834 830 0.63% 0.6% 356 -118 -1.48% Q1 2026 Apr 30, 2026
Confluence Wealth Services, Inc. History Reduced 7,626 808 0.03% 0.03% 357 -20 -0.26% Q1 2026 May 07, 2026
HB Wealth Management, LLC History Reduced 7,611 806 0.01% 0.01% 358 -763 -9.11% Q1 2026 Apr 27, 2026
AlphaStar Capital Management, LLC History Reduced 7,597 805 0.06% 0.06% 359 -172 -2.21% Q1 2026 Apr 15, 2026
Cross Staff Investments Inc History Added to 7,602 805 0.41% 0.44% 360 +7 0.09% Q1 2026 Apr 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 7,544 799 0.06% 0.06% 361 -336 -4.26% Q1 2026 Apr 23, 2026
BESSEMER GROUP INC History Added to 7,463 791 0.0% 0.0% 362 +4,313 136.92% Q1 2026 May 06, 2026
Ullmann Wealth Partners Group, LLC History No change 7,439 788 0.08% 0.08% 363 0 0.0% Q1 2026 Apr 13, 2026
KOM Wealth Management Group, LLC History Reduced 7,410 785 0.54% 0.55% 364 -94 -1.25% Q1 2026 Apr 23, 2026
KFA Private Wealth Group, LLC History Reduced 7,387 783 0.19% 0.19% 365 -219 -2.88% Q1 2026 Apr 20, 2026
Owl Creek Wealth Partners LLC History New 7,365 780 0.28% 366 +7,365 New Q1 2026 May 13, 2026
Wealthcare Capital Partners, LLC History Reduced 7,300 773 0.36% 0.36% 367 -9 -0.12% Q1 2026 Apr 15, 2026
Ballentine Partners, LLC History No change 7,245 768 0.01% 0.01% 368 0 0.0% Q1 2026 May 14, 2026
Savant Capital, LLC History Reduced 7,206 763 0.0% 0.0% 369 -49 -0.68% Q1 2026 May 04, 2026
Kellett Wealth Advisors, LLC History Reduced 7,178 760 0.41% 0.43% 370 -100 -1.37% Q1 2026 May 04, 2026
Kozak & Associates, Inc. History Reduced 7,025 755 0.15% 0.15% 371 -327 -4.45% Q1 2026 Apr 14, 2026
Montis Financial, LLC History Added to 7,076 750 0.16% 0.14% 372 +155 2.24% Q1 2026 May 11, 2026
Brooklyn Investment Group History Added to 6,880 729 0.02% 0.03% 373 +1,478 27.36% Q1 2026 Apr 29, 2026
ASL Financial, LLC History Reduced 6,876 728 0.58% 0.56% 374 -15 -0.22% Q1 2026 Apr 09, 2026
HBW ADVISORY SERVICES LLC History Added to 6,857 726 0.08% 0.07% 375 +924 15.57% Q1 2026 May 04, 2026
CVFG LLC History New 6,823 723 0.09% 378 +6,823 New Q1 2026 Apr 29, 2026
Octavia Wealth Advisors, LLC History Added to 6,823 723 0.07% 0.06% 376 +357 5.52% Q1 2026 Apr 10, 2026
Beaumont Financial Advisors, LLC History Reduced 6,822 723 0.05% 0.05% 377 -38 -0.55% Q1 2026 May 05, 2026
FAS Wealth Partners, Inc. History No change 6,946 722 0.05% 0.05% 379 0 0.0% Q4 2025 Feb 18, 2026
M3 Advisory Group, LLC History Added to 6,802 721 0.44% 0.42% 380 +157 2.36% Q1 2026 Apr 22, 2026
Castle Rock Wealth Management, LLC History Added to 6,804 720 0.16% 0.16% 381 +84 1.25% Q1 2026 Apr 08, 2026
Meridian Financial Advisors, LLC History Reduced 6,724 712 0.39% 0.43% 385 -812 -10.77% Q1 2026 Apr 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 6,725 712 0.05% 0.05% 384 +450 7.17% Q1 2026 May 12, 2026
Benin Management CORP History Reduced 6,725 712 0.16% 0.16% 382 -375 -5.28% Q1 2026 Apr 10, 2026
CIBC WORLD MARKET INC. History Reduced 6,719 712 0.0% 0.0% 383 -63 -0.93% Q1 2026 May 14, 2026
Focus Financial Network, Inc. History Reduced 6,671 707 0.03% 0.03% 387 -1,567 -19.02% Q1 2026 Apr 14, 2026
CHOREO, LLC History Reduced 6,670 707 0.01% 0.01% 386 -122 -1.8% Q1 2026 May 12, 2026
SHP Wealth Management History Added to 6,607 700 0.05% 0.05% 388 +14 0.21% Q1 2026 May 08, 2026
Bravias Capital Group, LLC History Added to 6,573 696 0.46% 0.41% 389 +65 1.0% Q1 2026 Apr 28, 2026
KICKSTAND VENTURES, LLC. History Reduced 6,545 693 0.15% 0.15% 390 -100 -1.5% Q1 2026 May 05, 2026
Wagner Wealth Management, LLC History Added to 6,529 692 0.14% 0.14% 391 +19 0.29% Q1 2026 Apr 24, 2026
FIDELITY D & D BANCORP INC History New 6,491 688 0.28% 392 +6,491 New Q1 2026 Apr 30, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 6,479 686 0.32% 0.26% 393 -6 -0.09% Q1 2026 May 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 6,461 684 0.01% 0.01% 394 +12 0.19% Q1 2026 May 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 6,434 682 0.06% 0.06% 395 0 0.0% Q1 2026 Apr 09, 2026
EASTERN BANK History Reduced 6,416 680 0.01% 0.01% 396 -510 -7.36% Q1 2026 Apr 07, 2026
Pinnacle Holdings, LLC History No change 6,361 674 0.22% 0.22% 397 0 0.0% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Added to 6,340 672 0.02% 0.02% 398 +396 6.66% Q1 2026 Apr 07, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 6,290 666 0.15% 0.12% 399 +1,013 19.2% Q1 2026 Apr 16, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History Reduced 6,063 652 0.15% 0.15% 400 -122 -1.97% Q1 2026 Apr 15, 2026
CFC Planning Co LLC History Reduced 6,082 644 0.46% 0.58% 402 -1,280 -17.39% Q1 2026 Apr 24, 2026
U.S. Capital Wealth Advisors, LLC History No change 6,077 644 0.02% 0.02% 401 0 0.0% Q1 2026 Apr 07, 2026
Marks Group Wealth Management, Inc History Reduced 6,068 643 0.06% 0.06% 403 -316 -4.95% Q1 2026 May 05, 2026
McHugh Group, LLC History Added to 6,022 638 0.38% 0.36% 404 +5 0.08% Q1 2026 Apr 17, 2026
Moran Wealth Management, LLC History New 6,009 637 0.02% 405 +6,009 New Q1 2026 Apr 27, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 6,004 636 0.43% 1.7% 406 -11,184 -65.07% Q1 2026 Apr 08, 2026
HT Partners LLC History Added to 5,995 635 0.19% 0.18% 407 +98 1.66% Q1 2026 Apr 10, 2026
Heritage Wealth Management, Inc. History Reduced 5,974 633 0.31% 0.18% 408 -95 -1.57% Q1 2026 Apr 20, 2026
55 North Private Wealth, LLC History New 5,971 632 0.16% 409 +5,971 New Q1 2026 Apr 17, 2026
Regal Investment Advisors LLC History Added to 5,937 629 0.04% 0.04% 410 +39 0.66% Q1 2026 May 14, 2026
Key Client Fiduciary Advisors, LLC History Reduced 5,925 628 0.21% 0.21% 411 -99 -1.64% Q1 2026 Apr 09, 2026
MONTAG A & ASSOCIATES INC History No change 5,849 620 0.03% 0.03% 412 0 0.0% Q1 2026 Apr 29, 2026
Vines Capital Management, LLC History No change 5,825 617 0.61% 0.59% 413 0 0.0% Q1 2026 May 12, 2026
Provenance Wealth Advisors, LLC History Reduced 5,800 614 0.07% 0.07% 414 -190 -3.17% Q1 2026 Apr 20, 2026
Capital Asset Advisory Services LLC History Added to 5,631 613 0.02% 0.02% 415 +36 0.64% Q1 2026 Apr 24, 2026
Strategic Wealth Investment Group, LLC History Reduced 5,780 612 0.08% 0.08% 416 -214 -3.57% Q1 2026 May 11, 2026
Eldridge Investment Advisors, Inc. History Reduced 5,719 606 0.13% 0.43% 417 -12,959 -69.38% Q1 2026 May 11, 2026
Lewis Asset Management, LLC History Added to 5,726 606 0.25% 0.24% 418 +24 0.42% Q1 2026 Apr 21, 2026
Orion Porfolio Solutions, LLC History Reduced 5,705 604 0.01% 0.01% 419 -866 -13.18% Q1 2026 May 13, 2026
Pine Harbor Wealth Management, LLC History Added to 5,703 604 0.18% 0.18% 420 +22 0.39% Q1 2026 Apr 28, 2026
Keystone Financial Group History Added to 5,681 602 0.04% 0.03% 421 +1,207 26.98% Q1 2026 May 13, 2026
Aptus Capital Advisors, LLC History Reduced 5,651 599 0.0% 0.01% 422 -9,717 -63.23% Q1 2026 May 11, 2026
Latitude Advisors, LLC History Reduced 5,653 599 0.27% 0.27% 423 -330 -5.52% Q1 2026 Apr 27, 2026
Capital Analysts, LLC History Added to 5,636 597 0.02% 0.02% 424 +138 2.51% Q1 2026 May 14, 2026
1ST SOURCE BANK History Reduced 5,620 595 0.03% 0.05% 425 -3,804 -40.37% Q1 2026 May 04, 2026
WEALTH ALLIANCE, LLC History Reduced 5,598 593 0.06% 0.06% 426 -61 -1.08% Q1 2026 May 14, 2026
BRADY FAMILY WEALTH, LLC History No change 5,597 593 0.18% 0.18% 427 0 0.0% Q1 2026 Apr 08, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 5,567 590 0.2% 0.2% 428 +148 2.73% Q1 2026 Apr 27, 2026
Bath Savings Trust Co History Added to 5,545 587 0.06% 0.06% 429 +77 1.41% Q1 2026 Apr 07, 2026
Gryphon Financial Partners LLC History Reduced 5,516 584 0.06% 0.07% 430 -772 -12.28% Q1 2026 May 06, 2026
Mine & Arao Wealth Creation & Management, LLC. History Reduced 5,479 580 0.24% 0.22% 431 -1 -0.02% Q1 2026 Apr 29, 2026
National Philanthropic Trust History No change 5,444 577 0.01% 0.01% 432 0 0.0% Q1 2026 May 15, 2026
Melone Private Wealth, LLC History No change 5,404 572 0.23% 0.24% 433 0 0.0% Q1 2026 Apr 08, 2026
Beacon Pointe Advisors, LLC History Added to 5,391 571 0.0% 0.0% 434 +986 22.38% Q1 2026 May 15, 2026
Azimuth Capital Investment Management LLC History Added to 5,375 569 0.02% 0.02% 435 +1,215 29.21% Q1 2026 May 12, 2026
Keating Financial Advisory Services, Inc. History Added to 5,364 568 0.09% 0.05% 436 +1,917 55.61% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,357 567 0.0% 0.0% 437 -45 -0.83% Q1 2026 May 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 5,345 566 0.02% 0.02% 438 +45 0.85% Q1 2026 May 11, 2026
Syntegra Private Wealth Group, LLC History Added to 5,341 566 0.05% 0.05% 439 +19 0.36% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History Reduced 5,332 565 0.01% 0.01% 440 -180 -3.27% Q1 2026 May 15, 2026
James J. Burns & Company, LLC History Reduced 5,334 565 0.08% 0.08% 441 -18 -0.34% Q1 2026 Apr 17, 2026
Ameritas Advisory Services, LLC History Reduced 5,292 560 0.02% 0.02% 442 -1,013 -16.07% Q1 2026 May 12, 2026
Graney & King, LLC History Added to 5,271 558 0.3% 0.32% 443 +26 0.5% Q1 2026 May 18, 2026
PRINCIPAL SECURITIES, INC. History Added to 5,211 552 0.01% 0.01% 444 +429 8.97% Q1 2026 May 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 5,198 551 0.07% 0.13% 445 -2,996 -36.56% Q1 2026 Apr 08, 2026
Swisher Financial Concepts, Inc. History Reduced 5,206 551 0.31% 0.33% 447 -352 -6.33% Q1 2026 Apr 16, 2026
Veracity Capital LLC History Added to 5,205 551 0.2% 0.15% 446 +223 4.48% Q1 2026 Apr 09, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 5,175 548 0.07% 0.08% 448 -435 -7.75% Q1 2026 Apr 15, 2026
Lifeworks Advisors, LLC History Added to 5,101 540 0.07% 0.06% 449 +295 6.14% Q1 2026 May 04, 2026
Annex Advisory Services, LLC History Reduced 5,075 538 0.01% 0.01% 450 -634 -11.11% Q1 2026 Apr 16, 2026
Cornerstone Wealth Management, LLC History Added to 5,058 536 0.03% 0.03% 451 +212 4.37% Q1 2026 Apr 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 5,020 532 0.01% 0.11% 452 -72,361 -93.51% Q1 2026 May 11, 2026
Riverbend Wealth Management, LLC History No change 5,021 532 0.3% 0.32% 453 0 0.0% Q1 2026 Apr 22, 2026
OneDigital Investment Advisors LLC History Added to 4,969 526 0.01% 0.01% 454 +20 0.4% Q1 2026 May 08, 2026
Turtle Creek Wealth Advisors, LLC History New 4,929 522 0.04% 455 +4,929 New Q1 2026 Apr 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Added to 4,920 521 0.08% 0.06% 456 +1,012 25.9% Q1 2026 Apr 29, 2026
Principle Wealth Partners LLC History No change 4,903 519 0.03% 0.03% 457 0 0.0% Q1 2026 May 07, 2026
waypoint wealth counsel History Added to 4,877 517 0.27% 0.19% 458 +13 0.27% Q1 2026 Apr 23, 2026
Wealthfront Advisers LLC History Added to 4,868 516 0.0% 0.0% 459 +2,813 136.89% Q1 2026 May 05, 2026
Family Capital Management, Inc. History Added to 4,728 501 0.22% 0.22% 460 +8 0.17% Q1 2026 Apr 22, 2026
National Wealth Management Group, LLC History No change 4,716 499 0.19% 0.17% 461 0 0.0% Q1 2026 May 11, 2026
Fortis Capital Management LLC History Added to 4,683 496 0.05% 0.05% 462 +826 21.42% Q1 2026 May 11, 2026
Pine Valley Investments Ltd Liability Co History No change 4,758 495 0.02% 0.02% 463 0 0.0% Q4 2025 Feb 13, 2026
Diversified Enterprises, LLC History Reduced 4,635 491 0.03% 0.03% 464 -358 -7.17% Q1 2026 May 14, 2026
Emergent Wealth Advisors, LLC History Added to 4,624 490 0.29% 0.2% 465 +1,163 33.6% Q1 2026 Apr 07, 2026
Daiwa Securities Group Inc. History Added to 4,607 488 0.0% 0.0% 467 +494 12.01% Q1 2026 May 13, 2026
ASPIRIANT, LLC History No change 4,606 488 0.01% 0.01% 466 0 0.0% Q1 2026 May 12, 2026
Cherry Creek Investment Advisors, Inc. History Added to 4,585 486 0.21% 0.2% 468 +16 0.35% Q1 2026 Apr 30, 2026
Crescent Grove Advisors, LLC History No change 4,574 484 0.05% 0.04% 469 0 0.0% Q1 2026 May 06, 2026
Realta Investment Advisors History No change 4,559 483 0.17% 0.16% 470 0 0.0% Q1 2026 Apr 22, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 4,543 481 0.02% 0.02% 471 0 0.0% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History Reduced 4,526 479 0.03% 0.03% 472 -87 -1.89% Q1 2026 May 15, 2026
Intrua Financial, LLC History Added to 4,514 478 0.05% 0.03% 473 +1,591 54.43% Q1 2026 Apr 23, 2026
Ascentis Wealth Management, LLC History Reduced 4,480 474 0.09% 0.19% 474 -3,308 -42.48% Q1 2026 Apr 28, 2026
Focus Partners Advisor Solutions, LLC History Reduced 4,469 473 0.0% 0.01% 475 -848 -15.95% Q1 2026 May 13, 2026
GUIDANCE CAPITAL, INC History Reduced 4,381 469 0.11% 0.12% 477 -254 -5.48% Q1 2026 May 08, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 4,432 469 0.13% 0.13% 476 +20 0.45% Q1 2026 Apr 27, 2026
LaSalle St. Investment Advisors, LLC History New 4,399 466 0.07% 478 +4,399 New Q1 2026 May 08, 2026
Guilbault Capital LLC History Reduced 4,391 465 0.51% 0.64% 480 -1,131 -20.48% Q1 2026 May 14, 2026
GRANVILLE CAPITAL, INC. History Added to 4,392 465 0.24% 0.24% 479 +3 0.07% Q1 2026 May 11, 2026
QTR Family Wealth, LLC History Added to 4,281 460 0.19% 0.21% 481 +4 0.09% Q1 2026 Apr 15, 2026
Legacy Financial Strategies, LLC History Reduced 4,331 459 0.08% 0.08% 482 -143 -3.2% Q1 2026 Apr 30, 2026
Kingsview Wealth Management, LLC History Added to 4,261 451 0.01% 0.01% 484 +707 19.89% Q1 2026 May 12, 2026
Nicholas Hoffman & Company, LLC. History No change 4,263 451 0.01% 0.01% 483 0 0.0% Q1 2026 Apr 29, 2026
Joel Isaacson & Co., LLC History Added to 4,239 449 0.01% 0.01% 485 +15 0.36% Q1 2026 Apr 22, 2026
SageView Advisory Group, LLC History No change 4,323 449 0.02% 0.02% 486 0 0.0% Q4 2025 Feb 17, 2026
One Day In July LLC History New 4,142 439 0.04% 487 +4,142 New Q1 2026 May 05, 2026
BROWN ADVISORY INC History Reduced 4,107 435 0.0% 0.0% 488 -848 -17.11% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History New 4,100 434 0.0% 489 +4,100 New Q1 2026 May 12, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Reduced 4,092 433 0.36% 0.46% 490 -1,288 -23.94% Q1 2026 Apr 28, 2026
Sovereign Financial Group, Inc. History Reduced 4,088 433 0.08% 0.08% 491 -119 -2.83% Q1 2026 Apr 17, 2026
ORG Partners LLC History No change 4,121 428 0.08% 0.08% 492 0 0.0% Q4 2025 Jan 14, 2026
Tempus Wealth Planning, LLC History No change 4,031 427 0.1% 0.1% 493 0 0.0% Q1 2026 Apr 28, 2026
VANGUARD GROUP INC History No change 4,096 426 0.0% 0.0% 494 0 0.0% Q4 2025 Jan 29, 2026
VICTORY FINANCIAL GROUP, LLC History New 4,005 424 0.05% 495 +4,005 New Q1 2026 Apr 27, 2026
Western Wealth Management, LLC History Reduced 3,983 422 0.02% 0.02% 497 -313 -7.29% Q1 2026 May 19, 2026
McAdam, LLC History Added to 3,982 422 0.02% 0.02% 496 +53 1.35% Q1 2026 May 08, 2026
Investment Advisory Group, LLC History Reduced 3,976 421 0.11% 0.11% 498 -284 -6.67% Q1 2026 Apr 22, 2026
LongView Wealth Management History Reduced 3,918 421 0.11% 0.11% 499 -136 -3.35% Q1 2026 Apr 15, 2026
Strait & Sound Wealth Management LLC History New 3,953 419 0.16% 502 +3,953 New Q1 2026 May 18, 2026
DEFINE FINANCIAL, LLC History Added to 3,956 419 0.23% 0.23% 501 +19 0.48% Q1 2026 Apr 14, 2026
Clear Harbor Asset Management, LLC History Added to 3,955 419 0.03% 0.03% 500 +1 0.03% Q1 2026 May 05, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 3,937 417 0.0% 0.0% 503 -294 -6.95% Q1 2026 Apr 27, 2026
Astoria Portfolio Advisors LLC. History Reduced 3,848 415 0.09% 0.1% 504 -43 -1.11% Q1 2026 Apr 28, 2026
Capital Investment Advisors, LLC History No change 3,890 412 0.01% 0.01% 505 0 0.0% Q1 2026 Apr 17, 2026
Keystone Financial Services, LLC History Reduced 3,875 410 0.28% 0.28% 507 -41 -1.05% Q1 2026 Apr 21, 2026
Lansing Street Advisors History Added to 3,869 410 0.1% 0.1% 506 +18 0.47% Q1 2026 Apr 28, 2026
Karras Company, Inc. History Reduced 3,849 408 0.41% 0.39% 508 -21 -0.54% Q1 2026 Apr 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 3,825 405 0.0% 0.18% 509 -254,342 -98.52% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 3,752 397 0.03% 0.02% 510 +474 14.46% Q1 2026 May 01, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 3,740 396 0.01% 0.01% 511 -1,125 -23.12% Q1 2026 May 12, 2026
Signal Advisors Wealth, LLC History Reduced 3,731 395 0.03% 0.04% 512 -804 -17.73% Q1 2026 Apr 17, 2026
EARNED WEALTH ADVISORS, LLC History New 3,710 393 0.03% 513 +3,710 New Q1 2026 May 07, 2026
Optivise Advisory Services LLC History Reduced 3,700 392 0.24% 0.3% 515 -1,386 -27.25% Q1 2026 Apr 15, 2026
Rockwood Wealth Management, LLC History No change 3,700 392 0.03% 0.03% 514 0 0.0% Q1 2026 Apr 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,680 390 0.0% 517 +3,680 New Q1 2026 May 13, 2026
Stirlingshire Investments, Inc. History Reduced 3,681 390 0.34% 0.35% 516 -109 -2.88% Q1 2026 May 04, 2026
Capital Advisors, Ltd. LLC History Added to 3,668 389 0.04% 0.04% 518 +8 0.22% Q1 2026 Apr 16, 2026
Ignite Planners, LLC History Added to 3,667 388 0.06% 0.06% 519 +17 0.47% Q1 2026 Apr 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,655 387 0.01% 0.01% 520 0 0.0% Q1 2026 May 14, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 3,597 381 0.0% 0.0% 521 -300 -7.7% Q1 2026 May 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 3,592 380 0.01% 0.01% 522 -758 -17.43% Q1 2026 May 05, 2026
Eagle Bay Advisors LLC History Reduced 3,557 377 0.33% 0.29% 524 -223 -5.9% Q1 2026 Apr 24, 2026
CENTRAL TRUST Co History Reduced 3,565 377 0.01% 0.01% 523 -25 -0.7% Q1 2026 Apr 17, 2026
RIA Advisory Group LLC History Added to 3,548 376 0.09% 0.09% 527 +14 0.4% Q1 2026 Apr 23, 2026
CHILTON INVESTMENT CO INC. History No change 3,550 376 0.01% 0.01% 525 0 0.0% Q1 2026 May 15, 2026
SAX WEALTH ADVISORS, LLC History No change 3,622 376 0.02% 0.02% 526 0 0.0% Q1 2026 Apr 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,534 374 0.01% 0.01% 528 -629 -15.11% Q1 2026 Apr 13, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 3,510 372 0.28% 0.32% 529 -126 -3.47% Q1 2026 Apr 13, 2026
FourThought Financial Partners, LLC History No change 3,500 371 0.03% 0.03% 530 0 0.0% Q1 2026 May 07, 2026
Nikulski Financial, Inc. History Reduced 3,492 370 0.09% 0.28% 531 -7,893 -69.33% Q1 2026 May 14, 2026
Vanguard National Trust Co History New 3,498 370 0.02% 532 +3,498 New Q1 2026 May 08, 2026
Hilltop Holdings Inc. History Reduced 3,466 367 0.03% 0.02% 533 -314 -8.31% Q1 2026 May 14, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 3,434 364 0.26% 0.28% 534 -93 -2.64% Q1 2026 May 08, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 3,408 361 0.01% 0.01% 535 -65 -1.87% Q1 2026 Apr 14, 2026
Forum Finance Group S.A. History New 4,265 359 0.19% 537 +4,265 New Q1 2026 May 07, 2026
B & T Capital Management DBA Alpha Capital Management History Added to 3,387 359 0.05% 0.04% 536 +387 12.9% Q1 2026 May 13, 2026
Advisory Alpha, LLC History Reduced 3,381 358 0.01% 0.01% 539 -77 -2.23% Q1 2026 May 14, 2026
Freestone Capital Holdings, LLC History Reduced 3,383 358 0.01% 0.01% 538 -75 -2.17% Q1 2026 May 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 3,370 357 0.04% 0.04% 540 +52 1.57% Q1 2026 May 05, 2026
Novak & Powell Financial Services, Inc. History Added to 3,364 356 0.19% 0.17% 541 +186 5.85% Q1 2026 May 14, 2026
Raab & Moskowitz Asset Management LLC History No change 3,334 353 0.08% 0.08% 542 0 0.0% Q1 2026 May 21, 2026
Perennial Investment Advisors, LLC History Added to 3,316 351 0.03% 0.03% 543 +1 0.03% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Reduced 3,308 350 0.03% 0.03% 544 -138 -4.0% Q1 2026 Apr 22, 2026
Detalus Advisors, LLC History Added to 3,310 350 0.08% 0.08% 545 +1 0.03% Q1 2026 Apr 22, 2026
Heritage Family Offices, LLP History No change 3,304 350 0.16% 0.16% 546 0 0.0% Q1 2026 Apr 08, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 3,290 349 0.03% 0.03% 547 -75 -2.23% Q1 2026 Apr 02, 2026
Darwin Wealth Management, LLC History Added to 3,285 348 0.11% 0.11% 548 +7 0.21% Q1 2026 May 01, 2026
WealthPLAN Partners, LLC History Reduced 3,275 347 0.07% 0.2% 549 -9,645 -74.65% Q1 2026 Apr 29, 2026
RB Capital Management, LLC History Added to 3,277 347 0.07% 0.07% 550 +86 2.7% Q1 2026 May 14, 2026
Vident Advisory, LLC History No change 3,275 347 0.0% 0.0% 551 0 0.0% Q1 2026 May 14, 2026
Bedell Frazier Investment Counselling, LLC History Added to 3,263 345 0.07% 0.07% 552 +16 0.49% Q1 2026 May 15, 2026
Waterloo Capital, L.P. History Added to 3,241 343 0.02% 0.02% 553 +16 0.5% Q1 2026 May 12, 2026
ProCore Advisors, LLC History No change 3,225 341 0.52% 0.34% 554 0 0.0% Q1 2026 Apr 23, 2026
Coastal Bridge Advisors, LLC History Reduced 3,214 340 0.02% 0.03% 555 -47 -1.44% Q1 2026 May 14, 2026
GAMMA Investing LLC History No change 3,215 340 0.02% 0.02% 556 0 0.0% Q1 2026 Apr 06, 2026
PROMETHIUM ADVISORS,LLC History Reduced 3,200 339 0.18% 0.19% 557 -191 -5.63% Q1 2026 Apr 22, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 3,173 336 0.16% 0.15% 558 -230 -6.76% Q1 2026 May 14, 2026
United Capital Management of KS, Inc. History Reduced 3,173 336 0.05% 0.05% 560 -100 -3.06% Q1 2026 May 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 3,169 336 0.01% 0.01% 559 +2 0.06% Q1 2026 May 14, 2026
Kapstone Financial Advisors LLC History No change 3,169 335 0.16% 0.16% 561 0 0.0% Q1 2026 Apr 22, 2026
Fisher Asset Management, LLC History Added to 3,157 334 0.0% 0.0% 563 +468 17.4% Q1 2026 May 05, 2026
FIRST AMERICAN TRUST, FSB History Added to 3,156 334 0.02% 0.02% 562 +4 0.13% Q1 2026 May 12, 2026
Goelzer Investment Management, Inc. History No change 3,145 333 0.02% 0.02% 564 0 0.0% Q1 2026 Apr 09, 2026
SAXON INTERESTS, INC. History Added to 3,133 332 0.11% 0.11% 565 +155 5.2% Q1 2026 Apr 29, 2026
EVEXIA WEALTH LLC History Added to 3,088 332 0.09% 0.09% 566 +19 0.62% Q1 2026 Apr 16, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 3,085 327 0.05% 0.06% 567 -449 -12.71% Q1 2026 Apr 21, 2026
Cyndeo Wealth Partners, LLC History Added to 3,064 324 0.02% 0.02% 568 +26 0.86% Q1 2026 Apr 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,051 323 0.03% 0.03% 569 0 0.0% Q1 2026 Apr 08, 2026
Weaver Consulting Group History No change 3,044 322 0.08% 0.08% 570 0 0.0% Q1 2026 May 15, 2026
Prosperity Wealth Management, Inc. History No change 3,103 322 0.11% 0.11% 571 0 0.0% Q4 2025 Mar 27, 2026
DB&C Advisors, LLC History Reduced 3,026 320 0.42% 0.43% 574 -297 -8.94% Q1 2026 Apr 24, 2026
SIGNATUREFD, LLC History No change 3,022 320 0.0% 0.0% 572 0 0.0% Q1 2026 Apr 07, 2026
Cottage Street Advisors LLC History No change 3,025 320 0.14% 0.13% 573 0 0.0% Q1 2026 Apr 20, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 3,017 319 0.04% 0.04% 576 +30 1.0% Q1 2026 Apr 13, 2026
ProVise Management Group, LLC History No change 3,016 319 0.02% 0.02% 575 0 0.0% Q1 2026 May 06, 2026
Hickory Point Bank & Trust History No change 3,000 318 0.21% 0.23% 577 0 0.0% Q1 2026 Apr 03, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,987 316 0.03% 0.03% 578 0 0.0% Q1 2026 Apr 20, 2026
HBK Sorce Advisory LLC History No change 2,922 312 0.01% 0.01% 579 0 0.0% Q1 2026 May 11, 2026
Phraction Management LLC History New 2,935 311 0.06% 580 +2,935 New Q1 2026 Apr 23, 2026
S.A. Mason LLC History No change 2,930 310 0.12% 0.12% 581 0 0.0% Q1 2026 Apr 27, 2026
Clark Asset Management, LLC History No change 2,926 310 0.03% 0.03% 582 0 0.0% Q1 2026 Apr 16, 2026
DGS Capital Management, LLC History Reduced 2,901 307 0.05% 0.06% 583 -212 -6.81% Q1 2026 Apr 28, 2026
KENNEDY INVESTMENT GROUP, INC. History Added to 2,887 306 0.12% 0.11% 584 +1 0.03% Q1 2026 Apr 22, 2026
Andrews Advisory Associates, LLC History Reduced 2,882 305 0.16% 0.17% 586 -260 -8.27% Q1 2026 May 14, 2026
Global Strategic Investment Solutions, LLC History Reduced 2,878 305 0.03% 0.03% 585 -63 -2.14% Q1 2026 Apr 29, 2026
KINTRA WEALTH, LLC History Added to 2,846 301 0.02% 0.03% 588 +640 29.01% Q1 2026 May 15, 2026
BTS Asset Management, Inc. History Reduced 2,841 301 1.16% 0.41% 587 -40 -1.39% Q1 2026 May 13, 2026
Onyx Bridge Wealth Group LLC History Added to 2,823 299 0.03% 0.02% 590 +700 32.97% Q1 2026 Apr 22, 2026
Avior Wealth Management, LLC History Added to 2,828 299 0.01% 0.01% 589 +210 8.02% Q1 2026 Apr 09, 2026
Savvy Advisors, Inc. History Reduced 2,824 299 0.01% 0.01% 591 -45 -1.57% Q1 2026 May 11, 2026
Essex Bank History Reduced 2,800 296 0.07% 0.07% 593 -300 -9.68% Q1 2026 Apr 17, 2026
MATHER GROUP, LLC. History Reduced 2,797 296 0.0% 0.0% 592 -188 -6.3% Q1 2026 Apr 13, 2026
Napier Financial, LLC History New 2,770 293 0.07% 594 +2,770 New Q1 2026 May 05, 2026
Stablepoint Partners, LLC History Reduced 2,755 292 0.04% 0.05% 595 -77 -2.72% Q1 2026 Apr 30, 2026
Guardian Capital, LLC History Reduced 2,747 291 0.28% 0.29% 596 -401 -12.74% Q1 2026 May 11, 2026
NBT BANK N A /NY History Added to 2,720 288 0.02% 0.02% 597 +2,616 2515.38% Q1 2026 Apr 28, 2026
Loudon Investment Management, LLC History No change 2,720 288 0.16% 0.15% 598 0 0.0% Q1 2026 May 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,707 286 0.1% 0.11% 599 0 0.0% Q1 2026 Apr 17, 2026
PINNACLE ASSOCIATES LTD History No change 2,700 286 0.0% 0.0% 600 0 0.0% Q1 2026 Apr 21, 2026
Global X Japan Co., Ltd. History New 2,692 285 0.01% 602 +2,692 New Q1 2026 Apr 13, 2026
Betterment LLC History Reduced 2,686 285 0.0% 0.0% 601 -447 -14.27% Q1 2026 May 14, 2026
AE Wealth Management LLC History Reduced 2,676 283 0.0% 0.0% 603 -533 -16.61% Q1 2026 May 13, 2026
LVW Advisors, LLC History New 2,662 282 0.03% 604 +2,662 New Q1 2026 Apr 20, 2026
Cornell Pochily Investment Advisors, Inc. History No change 2,654 281 0.08% 0.08% 605 0 0.0% Q1 2026 Apr 17, 2026
Strategic Financial Concepts, LLC History Added to 2,646 280 0.07% 0.21% 606 +466 21.38% Q1 2026 May 12, 2026
Plotkin Financial Advisors, LLC History No change 2,639 279 0.14% 0.13% 607 0 0.0% Q1 2026 May 11, 2026
Ancora Advisors LLC History No change 2,625 278 0.01% 0.01% 608 0 0.0% Q1 2026 May 15, 2026
LightSquare Wealth Management, LLC History New 2,622 277 0.21% 610 +2,622 New Q1 2026 May 11, 2026
Strategic Advisors LLC History No change 2,616 277 0.05% 0.04% 609 0 0.0% Q1 2026 May 14, 2026
Founders Financial Alliance, LLC History New 2,608 276 0.05% 612 +2,608 New Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Added to 2,611 276 0.0% 0.0% 611 +1,391 114.02% Q1 2026 May 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 2,585 274 0.22% 0.23% 613 -210 -7.51% Q1 2026 Apr 21, 2026
Hyundai Investments Co., Ltd. History Reduced 2,602 272 0.31% 0.41% 615 -1,429 -35.45% Q1 2026 May 15, 2026
Pallas Capital Advisors LLC History No change 2,567 272 0.01% 0.01% 614 0 0.0% Q1 2026 Apr 21, 2026
Kentucky Trust Co History No change 2,572 272 0.14% 0.14% 616 0 0.0% Q1 2026 Apr 17, 2026
Collaborative Wealth Managment Inc. History No change 2,560 271 0.12% 0.09% 617 0 0.0% Q1 2026 May 05, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,552 270 0.0% 0.0% 618 0 0.0% Q1 2026 Apr 21, 2026
Sherman Wealth Management LLC History Reduced 2,544 269 0.23% 0.26% 619 -322 -11.24% Q1 2026 Apr 13, 2026
Accredited Investors Inc. History Added to 2,525 267 0.01% 0.01% 620 +20 0.8% Q1 2026 Apr 30, 2026
Aspen Wealth Management LLC History Added to 2,517 266 0.05% 0.05% 621 +83 3.41% Q1 2026 Apr 01, 2026
PFG Advisors History Reduced 2,494 264 0.01% 0.01% 622 -40 -1.58% Q1 2026 May 05, 2026
Richmond Investment Services, LLC History Reduced 2,500 264 0.04% 0.05% 623 -20 -0.79% Q1 2026 Apr 29, 2026
AdvisorNet Financial, Inc History Reduced 2,482 263 0.01% 0.03% 624 -2,468 -49.86% Q1 2026 Apr 17, 2026
Strategic Blueprint, LLC History Added to 2,489 263 0.02% 0.02% 625 +2 0.08% Q1 2026 Apr 29, 2026
Tranquility Partners, LLC History Reduced 2,475 262 0.1% 0.09% 626 -32 -1.28% Q1 2026 Apr 20, 2026
Sage Investment Advisers LLC History Reduced 2,463 261 0.19% 0.21% 628 -242 -8.95% Q1 2026 Apr 10, 2026
Circle Wealth Management, LLC History Reduced 2,464 261 0.0% 0.0% 627 -106 -4.12% Q1 2026 May 11, 2026
Morey & Quinn Wealth Partners, LLC History Added to 2,457 260 0.18% 0.18% 629 +1 0.04% Q1 2026 Apr 21, 2026
McKinley Carter Wealth Services, Inc. History Reduced 2,451 259 0.01% 0.02% 630 -1,144 -31.82% Q1 2026 Apr 20, 2026
Capital Advisors Wealth Management, LLC History Reduced 2,439 258 0.03% 0.04% 631 -428 -14.93% Q1 2026 Apr 08, 2026
Modern Wealth Management, LLC History Added to 2,441 258 0.0% 0.0% 633 +11 0.45% Q1 2026 May 14, 2026
Essex LLC History Added to 2,438 258 0.05% 0.04% 632 +10 0.41% Q1 2026 Apr 24, 2026
GWN SECURITIES INC. History Reduced 2,424 257 0.05% 0.05% 634 -18 -0.74% Q1 2026 May 14, 2026
RS CRUM INC. History No change 2,420 256 0.05% 0.05% 635 0 0.0% Q1 2026 Apr 15, 2026
Golden State Wealth Management, LLC History No change 2,423 256 0.03% 0.03% 636 0 0.0% Q1 2026 Apr 28, 2026
Smartleaf Asset Management LLC History Added to 2,408 252 0.01% 0.01% 639 +79 3.39% Q1 2026 May 15, 2026
Westside Investment Management, Inc. History No change 2,380 252 0.04% 0.04% 637 0 0.0% Q1 2026 May 04, 2026
BOS Asset Management, LLC History No change 2,379 252 0.06% 0.07% 638 0 0.0% Q1 2026 Apr 08, 2026
Mayflower Financial Advisors, LLC History New 2,372 251 0.03% 641 +2,372 New Q1 2026 Apr 23, 2026
Grant Private Wealth Management Inc History No change 2,368 251 0.13% 0.15% 640 0 0.0% Q1 2026 Apr 14, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 2,366 250 0.0% 0.0% 642 -730 -23.58% Q1 2026 Apr 29, 2026
WealthSpring Partners, LLC History Added to 2,340 248 0.23% 0.25% 643 +1 0.04% Q1 2026 Apr 20, 2026
Sage Mountain Advisors LLC History No change 2,332 247 0.02% 0.01% 644 0 0.0% Q1 2026 May 11, 2026
Waldron Private Wealth LLC History Reduced 2,324 246 0.01% 0.01% 645 -235 -9.18% Q1 2026 Apr 10, 2026
Composition Wealth, LLC History Reduced 2,293 243 0.0% 0.0% 646 -140 -5.75% Q1 2026 Apr 08, 2026
Anson Capital, Inc. History No change 2,274 241 0.16% 0.17% 647 0 0.0% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History No change 2,271 240 0.02% 0.02% 648 0 0.0% Q1 2026 Apr 30, 2026
Alpha Cubed Investments, LLC History No change 2,315 240 0.01% 0.01% 649 0 0.0% Q4 2025 Feb 03, 2026
Rodgers Brothers Inc. History No change 2,256 239 0.03% 0.03% 650 0 0.0% Q1 2026 May 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,257 239 0.01% 0.01% 651 0 0.0% Q1 2026 May 15, 2026
Davis Wealth Advisors, LLC History No change 2,250 238 0.2% 0.19% 652 0 0.0% Q1 2026 May 14, 2026
ADVISORY RESEARCH INC History No change 2,231 236 0.03% 0.03% 653 0 0.0% Q1 2026 May 14, 2026
Belpointe Asset Management LLC History Added to 2,224 235 0.01% 0.01% 654 +124 5.9% Q1 2026 Apr 28, 2026
Stanley-Laman Group, Ltd. History New 2,210 234 0.03% 656 +2,210 New Q1 2026 Apr 16, 2026
MWA Asset Management History Reduced 2,211 234 0.13% 0.13% 655 -81 -3.53% Q1 2026 May 13, 2026
Simplicity Wealth,LLC History New 2,199 233 0.01% 658 +2,199 New Q1 2026 Apr 30, 2026
Crestwood Advisors Group, LLC History Added to 2,205 233 0.0% 0.0% 657 +2 0.09% Q1 2026 May 05, 2026
Curran Financial Partners, LLC History Reduced 2,182 231 0.04% 0.05% 660 -399 -15.46% Q1 2026 Apr 15, 2026
Visionary Wealth Advisors History Added to 2,180 231 0.01% 0.01% 659 +4 0.18% Q1 2026 May 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,149 231 0.1% 0.1% 661 0 0.0% Q1 2026 Apr 15, 2026
DAGCO, INC. History Reduced 2,175 230 0.05% 0.06% 662 -225 -9.38% Q1 2026 Apr 20, 2026
NWM ADVISORS, LLC History Reduced 2,172 230 0.21% 0.2% 663 -64 -2.86% Q1 2026 May 13, 2026
CFM WEALTH PARTNERS LLC History No change 2,152 228 0.03% 0.03% 664 0 0.0% Q1 2026 Apr 21, 2026
Cooper Financial Group History Reduced 2,144 227 0.02% 0.02% 665 -69 -3.12% Q1 2026 Apr 07, 2026
WNY Asset Management, LLC History New 2,132 226 0.02% 666 +2,132 New Q1 2026 May 22, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 2,085 225 0.01% 0.02% 667 -1,747 -45.59% Q1 2026 Apr 17, 2026
Capstone Wealth Management Group LLC History Added to 2,131 225 0.14% 0.13% 668 +3 0.14% Q1 2026 Apr 16, 2026
Magnus Financial Group LLC History Added to 2,103 222 0.02% 0.02% 670 +9 0.43% Q1 2026 Apr 10, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,100 222 0.04% 0.04% 669 0 0.0% Q1 2026 May 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 2,087 221 0.05% 0.05% 672 +1 0.05% Q1 2026 Apr 15, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,089 221 0.01% 0.01% 671 0 0.0% Q1 2026 Apr 16, 2026
Evergreen Wealth Partners LLC History No change 2,094 221 0.17% 0.18% 673 0 0.0% Q1 2026 May 08, 2026
KELLY FINANCIAL GROUP LLC History No change 2,080 220 0.06% 0.05% 674 0 0.0% Q1 2026 Apr 09, 2026
Bouchey Financial Group Ltd History Added to 2,030 219 0.02% 0.02% 675 +80 4.1% Q1 2026 Apr 13, 2026
Laurel Wealth Planning LLC History No change 2,068 219 0.12% 0.12% 676 0 0.0% Q1 2026 Apr 23, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 2,051 217 0.08% 0.08% 677 0 0.0% Q1 2026 May 18, 2026
Cherry Tree Wealth Management, LLC History Reduced 2,043 216 0.05% 0.05% 678 -213 -9.44% Q1 2026 May 05, 2026
Red Mountain Financial, LLC History Added to 2,047 216 0.2% 0.2% 679 +49 2.45% Q1 2026 Apr 28, 2026
Sandy Cove Advisors, LLC History Added to 2,030 215 0.06% 0.06% 680 +1 0.05% Q1 2026 May 05, 2026
Merit Financial Group, LLC History Reduced 2,022 214 0.0% 0.0% 681 -689 -25.41% Q1 2026 Apr 15, 2026
COMMERCE BANK History New 2,017 213 0.0% 682 +2,017 New Q1 2026 May 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,004 212 0.0% 0.0% 683 -276 -12.11% Q1 2026 Apr 29, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 2,006 212 0.02% 0.02% 684 +3 0.15% Q1 2026 Apr 22, 2026
GLENMEDE TRUST CO NA History No change 2,028 211 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 1,983 210 0.0% 0.0% 686 +158 8.66% Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 1,985 210 0.01% 0.01% 687 +57 2.96% Q1 2026 May 15, 2026
WELCH & FORBES LLC History Added to 1,974 209 0.0% 0.0% 688 +13 0.66% Q1 2026 May 01, 2026
ARS Wealth Advisors Group, LLC History No change 1,949 206 0.02% 0.02% 689 0 0.0% Q1 2026 Apr 15, 2026
Bank of Jackson Hole Trust History No change 1,950 206 0.1% 0.1% 690 0 0.0% Q1 2026 May 12, 2026
CreativeOne Wealth, LLC History Reduced 1,936 205 0.0% 0.0% 691 -46 -2.32% Q1 2026 May 15, 2026
KLCM Advisors, Inc. History New 1,928 204 0.02% 693 +1,928 New Q1 2026 Apr 30, 2026
Segment Wealth Management, LLC History No change 1,930 204 0.01% 0.01% 692 0 0.0% Q1 2026 Apr 20, 2026
Wrenne Financial Planning LLC History No change 1,923 203 0.08% 0.08% 694 0 0.0% Q1 2026 May 14, 2026
Perissos Private Wealth Management, LLC History New 1,900 201 0.17% 695 +1,900 New Q1 2026 May 07, 2026
Triumph Capital Management History Added to 1,803 191 0.04% 0.04% 696 +167 10.21% Q1 2026 May 13, 2026
Medallion Wealth Advisors, LLC History No change 1,795 190 0.06% 0.06% 697 0 0.0% Q1 2026 Apr 24, 2026
GPS Wealth Strategies Group, LLC History No change 1,735 180 0.15% 0.15% 698 0 0.0% Q4 2025 Feb 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 1,669 178 0.09% 0.01% 699 +1,395 509.12% Q1 2026 May 11, 2026
Arax Advisory Partners History Reduced 1,615 171 0.0% 0.01% 700 -1,335 -45.25% Q1 2026 May 13, 2026
Y.D. More Investments Ltd History No change 1,600 169 0.01% 0.01% 701 0 0.0% Q1 2026 May 04, 2026
Crewe Advisors LLC History No change 1,563 165 0.01% 0.01% 702 0 0.0% Q1 2026 May 07, 2026
Citizens National Bank Trust Department History No change 1,550 164 0.03% 0.03% 703 0 0.0% Q1 2026 May 04, 2026
TopTier Wealth Management, LLC History New 1,500 159 0.1% 705 +1,500 New Q1 2026 May 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,509 159 0.01% 0.0% 704 +1,344 814.55% Q1 2026 May 07, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,485 157 0.06% 0.07% 706 +5 0.34% Q1 2026 May 05, 2026
SJS Investment Consulting Inc. History Added to 1,450 153 0.02% 0.02% 707 +250 20.83% Q1 2026 Apr 23, 2026
Spire Wealth Management History Reduced 1,437 152 0.01% 0.01% 708 -36 -2.44% Q1 2026 Apr 22, 2026
Strategic Wealth Partners, Ltd. History Reduced 1,411 149 0.01% 0.01% 709 -100 -6.62% Q1 2026 May 12, 2026
Dunhill Financial, LLC History No change 1,412 149 0.04% 0.04% 710 0 0.0% Q1 2026 May 06, 2026
Pinnacle Bancorp, Inc. History Added to 1,342 142 0.04% 0.04% 712 +50 3.87% Q1 2026 Apr 22, 2026
ASSETMARK, INC History Added to 1,346 142 0.0% 0.0% 711 +26 1.97% Q1 2026 May 06, 2026
ROWLANDMILLER & PARTNERS.ADV History Added to 1,311 139 0.03% 0.03% 713 +45 3.55% Q1 2026 Apr 01, 2026
Asset Management One Co., Ltd. History Added to 1,299 137 0.0% 0.0% 714 +203 18.52% Q1 2026 May 08, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 1,227 130 0.06% 715 +1,227 New Q1 2026 May 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 1,200 127 0.01% 716 +1,200 New Q1 2026 Apr 14, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 1,165 123 0.02% 0.02% 717 -257 -18.07% Q1 2026 May 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,093 115 0.0% 0.0% 718 0 0.0% Q1 2026 May 14, 2026
Quent Capital, LLC History Reduced 1,050 111 0.01% 0.01% 719 -5 -0.47% Q1 2026 Apr 28, 2026
BFSG, LLC History No change 1,047 110 0.01% 0.01% 720 0 0.0% Q1 2026 Apr 28, 2026
Burk Holdings LLC History New 1,029 109 0.05% 721 +1,029 New Q1 2026 May 07, 2026
Westfuller Advisors, LLC History Reduced 1,020 108 0.05% 0.07% 723 -558 -35.36% Q1 2026 Apr 28, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,022 108 0.01% 0.01% 722 0 0.0% Q1 2026 Apr 23, 2026
Banque Cantonale Vaudoise History Added to 1,005 107 0.0% 0.0% 724 +360 55.81% Q1 2026 Apr 20, 2026
Ashton Thomas Private Wealth, LLC History New 982 104 0.0% 726 +982 New Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Reduced 983 104 0.01% 0.01% 725 -466 -32.16% Q1 2026 Apr 27, 2026
Colonial Trust Advisors History No change 975 103 0.01% 0.01% 727 0 0.0% Q1 2026 May 12, 2026
North Star Investment Management Corp. History No change 935 99 0.01% 0.01% 728 0 0.0% Q1 2026 Apr 23, 2026
HUNTINGTON NATIONAL BANK History No change 889 94 0.0% 0.0% 729 0 0.0% Q1 2026 May 15, 2026
Vermillion Wealth Management, Inc. History Added to 886 93 0.04% 0.04% 730 +4 0.45% Q1 2026 Apr 17, 2026
GHP Investment Advisors, Inc. History Added to 848 89 0.0% 0.0% 731 +4 0.47% Q1 2026 Apr 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 795 84 0.01% 0.01% 732 0 0.0% Q1 2026 Apr 10, 2026
Bangor Savings Bank History New 693 73 0.01% 733 +693 New Q1 2026 Apr 01, 2026
Security National Bank History New 642 68 0.01% 735 +642 New Q1 2026 Apr 16, 2026
TSFG, LLC History Reduced 637 68 0.01% 0.01% 734 -16 -2.45% Q1 2026 Apr 27, 2026
Twin Lakes Capital Management, LLC History Added to 614 65 0.03% 0.03% 737 +3 0.49% Q1 2026 May 18, 2026
Asset Dedication, LLC History No change 625 65 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 26, 2026
Clayton Financial Group LLC History No change 615 65 0.03% 0.03% 738 0 0.0% Q1 2026 Apr 13, 2026
Parkside Financial Bank & Trust History No change 609 64 0.0% 0.0% 739 0 0.0% Q1 2026 May 13, 2026
VANGUARD ADVISERS INC History New 600 63 0.0% 740 +600 New Q1 2026 May 08, 2026
Intesa Sanpaolo Wealth Management History No change 555 58 0.01% 0.01% 741 0 0.0% Q1 2026 May 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 545 57 0.0% 0.0% 742 0 0.0% Q1 2026 Apr 17, 2026
Key FInancial Inc History No change 539 57 0.01% 0.01% 743 0 0.0% Q1 2026 Apr 24, 2026
United Community Bank History No change 525 55 0.02% 0.02% 744 0 0.0% Q1 2026 Apr 24, 2026
TRUST CO OF VERMONT History No change 522 54 0.0% 0.0% 745 0 0.0% Q4 2025 Jan 16, 2026
Mascoma Wealth Management LLC History No change 500 53 0.01% 0.01% 746 0 0.0% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History No change 480 50 0.0% 0.0% 747 0 0.0% Q1 2026 May 11, 2026
Redwood Park Advisors LLC History Added to 465 49 0.03% 0.03% 749 +2 0.43% Q1 2026 May 04, 2026
Investors Research Corp History No change 469 49 0.01% 0.01% 748 0 0.0% Q1 2026 Apr 03, 2026
FRANKLIN RESOURCES INC History Reduced 460 48 0.0% 0.0% 750 -125 -21.37% Q1 2026 May 13, 2026
Hilltop National Bank History No change 455 48 0.01% 0.01% 751 0 0.0% Q1 2026 Apr 02, 2026
OBSIDIAN CIO, LLC History New 451 47 0.04% 753 +451 New Q1 2026 May 11, 2026
Aventura Private Wealth, LLC History Added to 447 47 0.02% 0.02% 752 +1 0.22% Q1 2026 May 05, 2026
First Command Advisory Services, Inc. History No change 435 46 0.0% 0.0% 754 0 0.0% Q1 2026 May 07, 2026
Beaird Harris Wealth Management, LLC History No change 427 45 0.0% 0.0% 755 0 0.0% Q1 2026 May 14, 2026
True Wealth Design, LLC History No change 400 42 0.01% 0.01% 756 0 0.0% Q1 2026 Apr 13, 2026
Operose Advisors LLC History No change 372 39 0.01% 0.01% 757 0 0.0% Q1 2026 May 12, 2026
Oakworth Capital, Inc. History No change 361 38 0.0% 0.0% 758 0 0.0% Q1 2026 Apr 24, 2026
Cheviot Value Management, LLC History Added to 356 37 0.0% 0.0% 760 +1 0.28% Q1 2026 May 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 357 37 0.0% 0.0% 759 0 0.0% Q1 2026 Apr 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 318 33 0.0% 0.01% 761 -1,683 -84.11% Q1 2026 May 15, 2026
Valued Wealth Advisors LLC History Reduced 293 31 0.01% 0.01% 764 -3 -1.01% Q1 2026 Apr 30, 2026
TFC Financial Management, Inc. History Added to 293 31 0.0% 0.0% 762 +1 0.34% Q1 2026 Apr 23, 2026
Nemes Rush Group LLC History Added to 293 31 0.0% 0.0% 763 +1 0.34% Q1 2026 Apr 21, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 290 30 0.0% 0.0% 765 0 0.0% Q1 2026 May 14, 2026
MCF Advisors LLC History Added to 253 26 0.0% 0.0% 766 +1 0.4% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History No change 237 25 0.0% 0.0% 767 0 0.0% Q1 2026 May 11, 2026
Creative Capital Management Investments LLC History No change 245 25 0.01% 0.01% 768 0 0.0% Q1 2026 Apr 21, 2026
IAG Wealth Partners, LLC History No change 235 24 0.0% 0.0% 769 0 0.0% Q1 2026 Apr 29, 2026
Smallwood Wealth Investment Management, LLC History No change 227 24 0.01% 0.01% 770 0 0.0% Q1 2026 Apr 22, 2026
DiNuzzo Private Wealth, Inc. History No change 228 24 0.0% 0.0% 771 0 0.0% Q1 2026 Apr 08, 2026
Sunrise Financial Services, LLC History No change 231 24 0.02% 0.02% 772 0 0.0% Q1 2026 Apr 29, 2026
Grove Bank & Trust History No change 220 23 0.0% 0.0% 773 0 0.0% Q1 2026 Apr 08, 2026
Stephens Consulting, LLC History No change 228 23 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 13, 2026
Lavaca Capital LLC History Added to 201 21 0.0% 0.0% 775 +96 91.43% Q1 2026 May 13, 2026
HHM Wealth Advisors, LLC History No change 200 21 0.0% 0.0% 776 0 0.0% Q1 2026 Apr 17, 2026
Copia Wealth Management History No change 205 21 0.01% 0.02% 777 0 0.0% Q1 2026 May 04, 2026
MidFirst Bank History No change 181 19 0.0% 0.0% 778 0 0.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 170 18 0.0% 0.0% 779 +4 2.41% Q1 2026 Apr 27, 2026
Johnson Financial Group, Inc. History No change 164 17 0.0% 0.0% 780 0 0.0% Q1 2026 May 07, 2026
ST GERMAIN D J CO INC History No change 156 16 0.0% 0.0% 781 0 0.0% Q1 2026 Apr 13, 2026
Silicon Valley Capital Partners History No change 158 16 0.0% 0.0% 782 0 0.0% Q1 2026 May 19, 2026
Private Wealth Management Group, LLC History New 150 15 0.0% 784 +150 New Q1 2026 Apr 23, 2026
Silver Grove Financial Group, Inc. History New 150 15 0.01% 785 +150 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 150 15 0.0% 0.0% 783 +105 233.33% Q1 2026 May 06, 2026
SALEM INVESTMENT COUNSELORS INC History New 139 14 0.0% 787 +139 New Q1 2026 Apr 29, 2026
Sarver Vrooman Wealth Advisors History No change 140 14 0.01% 0.01% 786 0 0.0% Q1 2026 Apr 15, 2026
CX Institutional History New 116 12 0.0% 791 +116 New Q1 2026 Apr 06, 2026
Key Capital Management, INC History New 116 12 0.01% 792 +116 New Q1 2026 May 07, 2026
Quantbot Technologies LP History New 114 12 0.0% 790 +114 New Q1 2026 May 13, 2026
POM Investment Strategies, LLC History No change 121 12 0.01% 0.01% 788 0 0.0% Q1 2026 May 11, 2026
Benson Wealth Management INC History No change 122 12 0.02% 0.01% 789 0 0.0% Q1 2026 May 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 110 11 0.0% 799 +110 New Q1 2026 May 06, 2026
Destiny Wealth Partners, LLC History New 106 11 0.0% 798 +106 New Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 100 11 0.0% 0.0% 793 0 0.0% Q1 2026 May 14, 2026
COUNTRY TRUST BANK History No change 110 11 0.0% 0.0% 794 0 0.0% Q1 2026 Apr 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 112 11 0.0% 0.0% 795 0 0.0% Q1 2026 May 13, 2026
Truvestments Capital LLC History No change 108 11 0.0% 0.0% 796 0 0.0% Q1 2026 May 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 105 11 0.01% 0.01% 797 0 0.0% Q1 2026 May 14, 2026
Holos Integrated Wealth LLC History New 100 10 0.01% 806 +100 New Q1 2026 Apr 08, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 100 10 0.01% 0.01% 803 -9 -8.26% Q1 2026 Apr 07, 2026
WOLFF WIESE MAGANA LLC History No change 100 10 0.01% 0.01% 800 0 0.0% Q1 2026 Apr 13, 2026
Addison Advisors LLC History No change 100 10 0.0% 0.0% 801 0 0.0% Q1 2026 May 08, 2026
Tidemark, LLC History No change 103 10 0.0% 0.0% 802 0 0.0% Q1 2026 May 07, 2026
Nova Wealth Management, Inc. History No change 100 10 0.01% 0.01% 804 0 0.0% Q1 2026 Apr 14, 2026
Ares Financial Consulting, LLC History No change 100 10 0.01% 0.01% 805 0 0.0% Q1 2026 Apr 02, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 87 9 0.01% 0.01% 807 0 0.0% Q1 2026 May 01, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 67 7 0.0% 0.0% 808 0 0.0% Q1 2026 Apr 14, 2026
NFSG Corp History Reduced 62 6 0.0% 0.0% 811 -103 -62.42% Q1 2026 May 05, 2026
CBIZ Investment Advisory Services, LLC History No change 64 6 0.0% 0.0% 809 0 0.0% Q1 2026 May 12, 2026
Blue Trust, Inc. History No change 59 6 0.0% 0.0% 810 0 0.0% Q1 2026 Apr 20, 2026
Main Street Group, LTD History New 50 5 0.0% 814 +50 New Q1 2026 May 06, 2026
West Branch Capital LLC History No change 50 5 0.0% 0.0% 812 0 0.0% Q1 2026 Apr 14, 2026
Global Wealth Strategies & Associates History No change 50 5 0.0% 0.0% 813 0 0.0% Q1 2026 Apr 03, 2026
Vision Retirement, LLC History New 46 4 0.0% 818 +46 New Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History New 41 4 0.0% 817 +41 New Q1 2026 May 15, 2026
NVWM, LLC History No change 45 4 0.0% 0.0% 815 0 0.0% Q1 2026 Apr 27, 2026
Peterson Wealth Services History No change 40 4 0.0% 0.0% 816 0 0.0% Q1 2026 Apr 30, 2026
ALBION FINANCIAL GROUP /UT History Reduced 31 3 0.0% 0.02% 819 -3,693 -99.17% Q1 2026 Apr 27, 2026
Mosley Wealth Management History New 36 3 0.0% 824 +36 New Q1 2026 Apr 27, 2026
Signature Equity Partners, LLC History Reduced 35 3 0.0% 0.0% 823 -12 -25.53% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History No change 36 3 0.0% 0.0% 820 0 0.0% Q1 2026 Apr 20, 2026
Elevated Capital Advisors, LLC History No change 36 3 0.0% 0.0% 821 0 0.0% Q1 2026 Apr 30, 2026
WFA of San Diego, LLC History No change 33 3 0.0% 0.0% 822 0 0.0% Q1 2026 May 11, 2026
Horizon Investments, LLC History Added to 22 2 0.0% 0.0% 825 +11 100.0% Q1 2026 May 14, 2026
Strengthening Families & Communities, LLC History No change 17 1 0.0% 0.0% 826 0 0.0% Q1 2026 May 11, 2026
Quest 10 Wealth Builders, Inc. History No change 13 1 0.0% 0.0% 827 0 0.0% Q1 2026 May 06, 2026
IFG Advisory, LLC History Closed out 0 0 1.58% -348,757 -100.0% Q1 2026 May 12, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.06% -152,875 -100.0% Q1 2026 May 15, 2026
SIMON QUICK ADVISORS, LLC History Closed out 0 0 0.14% -29,759 -100.0% Q1 2026 May 06, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -16,368 -100.0% Q1 2026 May 15, 2026
DEARBORN PARTNERS LLC History Closed out 0 0 0.06% -11,889 -100.0% Q1 2026 May 12, 2026
Hershey Financial Advisers, LLC History Closed out 0 0 1.04% -11,817 -100.0% Q1 2026 May 06, 2026
Summit Trail Advisors, LLC History Closed out 0 0 0.02% -9,958 -100.0% Q1 2026 May 12, 2026
WESPAC Advisors, LLC History Closed out 0 0 0.37% -6,560 -100.0% Q1 2026 Apr 28, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -5,340 -100.0% Q1 2026 May 15, 2026
Acorn Wealth Advisors, LLC History Closed out 0 0 0.15% -4,905 -100.0% Q1 2026 Apr 30, 2026
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -4,696 -100.0% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.06% -4,234 -100.0% Q1 2026 May 15, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.03% -3,987 -100.0% Q1 2026 May 20, 2026
CPC Advisors, LLC History Closed out 0 0 0.04% -3,588 -100.0% Q1 2026 Apr 16, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.01% -3,492 -100.0% Q1 2026 May 01, 2026
CWA Asset Management Group, LLC History Closed out 0 0 0.01% -3,361 -100.0% Q1 2026 Apr 20, 2026
Clark Capital Management Group, Inc. History Closed out 0 0 0.0% -3,172 -100.0% Q1 2026 May 15, 2026
August Group Capital Ltd History Closed out 0 0 0.34% -2,983 -100.0% Q1 2026 May 14, 2026
Modera Wealth Management, LLC History Closed out 0 0 0.0% -2,908 -100.0% Q1 2026 May 06, 2026
Guardian Wealth Advisors, LLC History Closed out 0 0 0.16% -2,758 -100.0% Q1 2026 May 01, 2026
RFG Advisory, LLC History Closed out 0 0 0.01% -2,643 -100.0% Q1 2026 Apr 17, 2026
Inscription Capital, LLC History Closed out 0 0 0.03% -2,559 -100.0% Q1 2026 Apr 20, 2026
Crew Capital Management, Ltd History Closed out 0 0 0.16% -2,481 -100.0% Q1 2026 Apr 22, 2026
WATERSHED PRIVATE WEALTH LLC History Closed out 0 0 0.08% -2,450 -100.0% Q1 2026 Apr 17, 2026
VestGen Advisors, LLC History Closed out 0 0 0.01% -2,339 -100.0% Q1 2026 May 14, 2026
Oxbow Advisors, LLC History Closed out 0 0 0.02% -2,283 -100.0% Q1 2026 Apr 27, 2026
Coastwise Capital Group, LLC History Closed out 0 0 0.11% -2,158 -100.0% Q1 2026 May 07, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 0.0% -2,047 -100.0% Q1 2026 Apr 08, 2026
Global Assets Advisory, LLC History Closed out 0 0 0.06% -2,019 -100.0% Q1 2026 May 01, 2026
McCollum Christoferson Group LLC History Closed out 0 0 0.06% -2,000 -100.0% Q1 2026 Apr 10, 2026
Unify Financial Advisors History Closed out 0 0 0.21% -1,979 -100.0% Q1 2026 Apr 23, 2026
Dedeker Financial LLC History Closed out 0 0 0.18% -1,945 -100.0% Q1 2026 Apr 15, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Closed out 0 0 0.07% -1,800 -100.0% Q1 2026 May 12, 2026
Root Financial Partners, LLC History Reduced 4 0 0.01% -1,476 -99.73% Q1 2026 Apr 24, 2026
BOK Financial Private Wealth, Inc. History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 May 12, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -951 -100.0% Q1 2026 May 07, 2026
Turim 21 Investimentos Ltda. History Closed out 0 0 0.02% -400 -100.0% Q1 2026 May 15, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.02% -325 -100.0% Q1 2026 May 11, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -317 -100.0% Q1 2026 May 15, 2026
MASECO LLP History Closed out 0 0 0.0% -244 -100.0% Q1 2026 Apr 21, 2026
Navalign, LLC History Closed out 0 0 0.0% -180 -100.0% Q1 2026 Apr 29, 2026
WealthCollab, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -56 -100.0% Q1 2026 Apr 14, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -55 -100.0% Q1 2026 May 01, 2026
Premier Financial Group History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 05, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 04, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -32 -100.0% Q1 2026 May 15, 2026
Bogart Wealth, LLC History New 8 0 +8 New Q1 2026 Apr 28, 2026
Centerpoint Advisors, LLC History No change 1 0 0 0.0% Q1 2026 May 07, 2026
Versant Capital Management, Inc History No change 1 0 0 0.0% Q1 2026 Apr 06, 2026