Sprott Physical Gold Trust - PHYS

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History Reduced 9,065,043 321,266 0.06% 0.05% 1 -451,010 -4.74% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Added to 5,821,327 205,630 0.74% 0.71% 2 +231,481 4.14% Q1 2026 May 13, 2026
CENTRAL TRUST Co History Added to 5,542,655 196,431 3.87% 2.84% 3 +1,154,326 26.3% Q1 2026 Apr 17, 2026
MORGAN STANLEY History Added to 5,537,762 196,258 0.01% 0.01% 4 +163,749 3.05% Q1 2026 May 15, 2026
Heritage Wealth Advisors History Reduced 4,794,455 169,915 6.64% 6.48% 5 -344,117 -6.7% Q1 2026 May 13, 2026
Evanson Asset Management, LLC History Reduced 3,839,307 136,065 7.3% 7.27% 6 -240,703 -5.9% Q1 2026 Apr 08, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 3,270,273 115,653 0.62% 0.91% 7 -187,097 -5.41% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 3,082,329 109,238 0.28% 0.26% 8 +47,028 1.55% Q1 2026 Apr 30, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 2,531,940 89,731 0.16% 0.16% 9 -12,977 -0.51% Q1 2026 May 14, 2026
IMC-Chicago, LLC History Added to 2,449,218 86,800 0.03% 0.0% 10 +2,037,133 494.35% Q1 2026 May 05, 2026
LPL Financial LLC History Added to 2,361,598 83,695 0.02% 0.02% 11 +40,893 1.76% Q1 2026 May 06, 2026
Bleakley Financial Group, LLC History Reduced 2,219,816 78,670 1.23% 1.31% 12 -61,431 -2.69% Q1 2026 May 04, 2026
SPROTT INC. History Reduced 2,109,488 74,762 2.18% 2.47% 13 -101,925 -4.61% Q1 2026 May 08, 2026
MATAURO, LLC History Added to 2,065,418 73,198 10.58% 10.24% 14 +4,846 0.24% Q1 2026 Apr 22, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,007,130 71,132 0.02% 0.02% 15 +213,961 11.93% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,803,388 63,912 0.02% 0.01% 16 +289,499 19.12% Q1 2026 May 04, 2026
WELLS FARGO & COMPANY/MN History Added to 1,772,405 62,819 0.01% 0.01% 17 +12,888 0.73% Q1 2026 May 11, 2026
SouthState Bank Corp History Reduced 1,735,437 61,503 2.87% 2.65% 18 -57,203 -3.19% Q1 2026 May 05, 2026
Cetera Investment Advisers History Added to 1,726,789 61,197 0.07% 0.06% 19 +91,695 5.61% Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History Added to 1,556,314 55,155 0.29% 0.34% 20 +80,102 5.43% Q1 2026 May 15, 2026
Forest Hill Capital, LLC History No change 1,448,500 51,334 33.71% 24.45% 21 0 0.0% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,430,221 50,687 0.07% 0.07% 22 -79,587 -5.27% Q1 2026 Apr 27, 2026
JANE STREET GROUP, LLC History Added to 1,376,380 48,778 0.01% 0.0% 23 +1,046,193 316.85% Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Added to 1,355,749 48,047 0.01% 0.0% 24 +1,299,907 2327.83% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 1,347,193 47,744 0.18% 0.13% 25 +382,603 39.66% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Added to 1,285,906 45,572 0.05% 0.04% 26 +184,466 16.75% Q1 2026 May 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,112,010 39,354 0.08% 0.05% 27 -59,441 -5.07% Q1 2026 Apr 08, 2026
Auxano Advisors, LLC History Reduced 1,007,737 35,714 7.12% 6.65% 28 -11,874 -1.16% Q1 2026 May 01, 2026
Capital Wealth Alliance, LLC History Added to 956,566 33,875 15.31% 15.7% 29 +2,470 0.26% Q1 2026 May 13, 2026
WIT Partners Advisory Pte. Ltd. History Added to 941,220 33,356 9.75% 2.36% 30 +727,533 340.47% Q1 2026 May 06, 2026
STIFEL FINANCIAL CORP History Added to 858,339 30,419 0.03% 0.02% 31 +42,310 5.18% Q1 2026 May 12, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 853,305 30,236 6.28% 5.85% 32 -3,918 -0.46% Q1 2026 May 08, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 834,961 29,591 6.78% 6.47% 33 -19,887 -2.33% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 832,843 29,515 0.0% 0.0% 34 -45,163 -5.14% Q1 2026 May 15, 2026
3EDGE Asset Management, LP History Reduced 863,368 29,475 1.42% 1.64% 35 -89,732 -9.41% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 815,517 28,901 0.04% 0.05% 36 -261,087 -24.25% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 799,576 28,336 0.02% 0.02% 37 -179,845 -18.36% Q1 2026 May 07, 2026
Basepoint Wealth LLC History Reduced 788,317 27,937 15.98% 20.1% 38 -213,486 -21.31% Q1 2026 May 07, 2026
BANK OF MONTREAL /CAN/ History Reduced 762,956 27,093 0.01% 0.01% 39 -169,508 -18.18% Q1 2026 May 13, 2026
SCOTIA CAPITAL INC. History Reduced 750,250 26,310 0.11% 0.13% 40 -185,802 -19.85% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Added to 724,494 25,676 0.04% 0.04% 41 +19,088 2.71% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 692,869 24,339 0.02% 0.02% 42 +100,063 16.88% Q1 2026 May 14, 2026
TCP Asset Management, LLC History Added to 657,916 23,316 3.0% 3.0% 43 +118,711 22.02% Q1 2026 Apr 10, 2026
Private Advisor Group, LLC History Added to 638,594 22,631 0.11% 0.1% 44 +7,361 1.17% Q1 2026 Apr 24, 2026
Integrated Wealth Concepts LLC History Added to 637,542 22,594 0.18% 0.2% 45 +117,464 22.59% Q1 2026 May 15, 2026
Marex Group plc History Reduced 635,056 22,506 0.14% 0.14% 46 -27,050 -4.09% Q1 2026 May 13, 2026
Cannell & Spears LLC History Added to 617,290 21,876 0.43% 0.38% 47 +2,500 0.41% Q1 2026 May 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 601,703 21,324 0.87% 0.71% 48 +84,392 16.31% Q1 2026 May 12, 2026
O'Brien Greene & Co. Inc History Added to 581,416 20,605 5.83% 5.54% 49 +15,800 2.79% Q1 2026 May 06, 2026
Cyndeo Wealth Partners, LLC History Reduced 563,098 19,956 1.05% 1.24% 50 -133,333 -19.15% Q1 2026 Apr 13, 2026
Meixler Investment Management, Ltd. History Reduced 548,744 19,420 10.44% 11.88% 51 -44,217 -7.46% Q1 2026 May 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 543,915 19,276 1.37% 1.3% 52 0 0.0% Q1 2026 May 06, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 542,013 19,210 0.42% 0.39% 53 -26,630 -4.68% Q1 2026 May 15, 2026
Wealthcare Advisory Partners LLC History Added to 539,041 19,103 0.37% 0.33% 54 +32,560 6.43% Q1 2026 Apr 14, 2026
Kingsview Wealth Management, LLC History Added to 536,503 19,013 0.26% 0.16% 55 +198,014 58.5% Q1 2026 May 12, 2026
BIP Wealth, LLC History Added to 506,722 17,958 0.73% 0.57% 56 +15,372 3.13% Q1 2026 Apr 27, 2026
K.J. Harrison & Partners Inc History Added to 505,278 17,903 2.94% 1.18% 57 +237,072 88.39% Q1 2026 Apr 28, 2026
Intesa Sanpaolo Wealth Management History Added to 503,249 17,835 4.35% 1.38% 58 +301,249 149.13% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Added to 489,776 17,357 0.28% 0.26% 59 +9,735 2.03% Q1 2026 Apr 14, 2026
Weiss Asset Management LP History New 484,101 17,156 0.29% — 60 +484,101 New Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 481,001 17,046 0.03% 0.02% 61 +14,576 3.13% Q1 2026 May 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 469,559 16,641 1.66% 1.78% 62 -72,687 -13.4% Q1 2026 Apr 15, 2026
TD Waterhouse Canada Inc. History Added to 461,475 16,567 0.05% 0.08% 63 +77,832 20.29% Q1 2026 May 12, 2026
Sanctuary Advisors, LLC History Added to 467,109 16,554 0.09% 0.08% 64 +40,130 9.4% Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History New 456,672 16,184 0.13% — 65 +456,672 New Q1 2026 May 01, 2026
Tidal Investments LLC History Reduced 454,474 16,106 0.03% 0.06% 66 -308,094 -40.4% Q1 2026 May 15, 2026
Mountain Lake Investment Management LLC History Reduced 450,344 15,960 10.31% 11.32% 67 -839 -0.19% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 445,593 15,791 0.13% 0.11% 68 +81,747 22.47% Q1 2026 May 14, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 443,281 15,709 1.37% 1.3% 69 -22,471 -4.82% Q1 2026 Apr 15, 2026
JP Wealth Management, Inc. History Added to 432,610 15,331 10.4% 10.03% 70 +2,840 0.66% Q1 2026 Apr 15, 2026
Essential Partners LLC History Added to 419,852 14,879 5.01% 4.23% 71 +4,022 0.97% Q1 2026 May 21, 2026
Essex Financial Services, Inc. History Added to 405,027 14,354 0.81% 0.76% 72 +2,773 0.69% Q1 2026 Apr 24, 2026
Summit Financial, LLC History Reduced 399,311 14,151 0.18% 0.2% 73 -19,997 -4.77% Q1 2026 May 15, 2026
Global Endowment Management, LP History No change 396,000 14,034 1.57% 1.63% 74 0 0.0% Q1 2026 May 14, 2026
Harbour Wealth Management Group, Inc. History Reduced 387,894 13,746 10.35% 10.19% 75 -6,835 -1.73% Q1 2026 Apr 17, 2026
Knoll Capital Management, LLC History New 387,055 13,717 7.61% — 76 +387,055 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 378,878 13,677 0.13% 0.14% 77 -3,391 -0.89% Q1 2026 Apr 07, 2026
Accordant Advisory Group Inc History Added to 378,692 13,420 8.31% 8.2% 78 +18,975 5.27% Q1 2026 May 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 375,567 13,310 0.05% — 79 +375,567 New Q1 2026 May 12, 2026
Asset One Wealth Management LLC History Added to 373,285 13,229 1.46% 1.75% 80 +9,179 2.52% Q1 2026 May 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 373,174 13,225 1.06% 0.94% 81 +5,196 1.41% Q1 2026 May 13, 2026
Guild Investment Management, Inc. History Reduced 362,870 12,860 9.19% 8.91% 82 -975 -0.27% Q1 2026 Apr 20, 2026
Kera Capital Partners, Inc. History Added to 361,380 12,807 1.57% 1.6% 83 +5,187 1.46% Q1 2026 May 06, 2026
Ancora Advisors LLC History Reduced 347,932 12,330 0.26% 0.24% 84 -606 -0.17% Q1 2026 May 15, 2026
LexAurum Advisors, LLC History New 345,284 12,236 1.59% — 85 +345,284 New Q1 2026 Apr 13, 2026
FULCRUM WEALTH ADVISORS, LLC History Reduced 341,152 12,090 10.01% 9.36% 86 -3,588 -1.04% Q1 2026 Apr 21, 2026
Advisory Services Network, LLC History Added to 332,325 11,777 0.16% 0.15% 87 +20,056 6.42% Q1 2026 May 15, 2026
TrustWell Financial Advisors, LLC History Reduced 329,001 11,659 10.97% 11.26% 88 -23,763 -6.74% Q1 2026 May 07, 2026
Blueprint Investment Partners LLC History Added to 328,489 11,641 1.19% 1.05% 89 +30,940 10.4% Q1 2026 May 15, 2026
Blueprint Financial Advisors LLC History Added to 328,489 11,641 1.72% 1.5% 90 +30,940 10.4% Q1 2026 May 11, 2026
Pacific Sage Partners, LLC History Added to 327,776 11,616 1.83% 1.68% 91 +5,788 1.8% Q1 2026 Apr 21, 2026
SMI Advisory Services, LLC History Reduced 312,744 11,017 1.82% 1.95% 92 -10,900 -3.37% Q1 2026 Apr 07, 2026
PHILADELPHIA TRUST CO History Reduced 304,569 10,794 0.76% 0.75% 93 -24,834 -7.54% Q1 2026 May 13, 2026
MAI Capital Management History Added to 303,304 10,749 0.06% 0.06% 94 +513 0.17% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 298,901 10,593 0.03% 0.02% 95 +3,400 1.15% Q1 2026 Apr 22, 2026
Mariner, LLC History Reduced 295,081 10,457 0.01% 0.01% 96 -47,189 -13.79% Q1 2026 May 13, 2026
Proactive Wealth Strategies LLC History Added to 286,988 10,170 1.91% 1.88% 97 +143,494 100.0% Q1 2026 Apr 29, 2026
JPMORGAN CHASE & CO History Reduced 289,787 9,893 0.0% 0.0% 98 -58,984 -16.91% Q1 2026 May 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 276,345 9,793 0.54% 0.47% 99 +25,056 9.97% Q1 2026 Apr 30, 2026
Biltmore Family Office, LLC History Reduced 274,990 9,745 1.36% 1.32% 100 -15,500 -5.34% Q1 2026 May 11, 2026
Ausdal Financial Partners, Inc. History Reduced 272,809 9,668 0.43% 0.44% 101 -15,903 -5.51% Q1 2026 May 12, 2026
Phraction Management LLC History Added to 266,467 9,443 1.96% 2.07% 102 +31,000 13.17% Q1 2026 Apr 23, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 264,500 9,374 13.27% 12.07% 103 0 0.0% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 256,480 9,089 0.01% 0.01% 104 +126,382 97.14% Q1 2026 May 15, 2026
Hubbell Strickland Wealth Management, LLC History Reduced 250,717 8,885 3.54% 3.38% 105 -3,976 -1.56% Q1 2026 Apr 29, 2026
ArchPoint Investors History Added to 249,200 8,831 2.1% 1.94% 106 +1,000 0.4% Q1 2026 May 14, 2026
PFG Investments, LLC History Reduced 245,609 8,704 0.41% 0.4% 107 -13,255 -5.12% Q1 2026 Apr 27, 2026
World Investment Advisors History Added to 245,143 8,687 0.14% 0.11% 108 +37,455 18.03% Q1 2026 Apr 27, 2026
BLAIR WILLIAM & CO/IL History Reduced 241,655 8,564 0.02% 0.02% 109 -8,510 -3.4% Q1 2026 May 08, 2026
Dakota Wealth Management History Added to 237,065 8,401 0.18% 0.12% 110 +36,437 18.16% Q1 2026 May 07, 2026
NewEdge Wealth, LLC History Reduced 234,115 8,297 0.1% 0.1% 111 -26,828 -10.28% Q1 2026 May 13, 2026
Alpha Advisors, LLC/VA History Added to 233,705 8,282 6.54% 5.8% 112 +5,878 2.58% Q1 2026 May 14, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 233,603 8,278 6.0% 5.63% 113 +3,718 1.62% Q1 2026 Apr 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 230,444 8,166 0.04% 0.05% 114 -36,090 -13.54% Q1 2026 May 08, 2026
Elevate Capital Advisors, LLC History Added to 227,397 8,058 5.21% 4.51% 115 +20,731 10.03% Q1 2026 Apr 23, 2026
Brookstone Capital Management History Reduced 227,167 8,050 0.09% 0.09% 116 -4,395 -1.9% Q1 2026 Apr 16, 2026
OBERNDORF WILLIAM E History Reduced 224,439 7,954 14.91% 17.2% 117 -186,932 -45.44% Q1 2026 May 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 222,113 7,871 0.06% 0.06% 118 -61,209 -21.6% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 221,199 7,839 0.0% 0.0% 119 -5,559 -2.45% Q1 2026 May 08, 2026
Latigo Investments, LLC History No change 214,134 7,588 3.78% 3.48% 120 0 0.0% Q1 2026 May 06, 2026
Eaton Financial Holdings Company, LLC History Added to 213,600 7,569 2.48% 1.82% 121 +8,786 4.29% Q1 2026 Apr 15, 2026
Warwick Investment Management, Inc. History No change 209,390 7,420 1.08% 1.07% 122 0 0.0% Q1 2026 May 11, 2026
OPPENHEIMER & CO INC History Reduced 209,072 7,409 0.09% 0.1% 123 -7,211 -3.33% Q1 2026 Apr 23, 2026
Palumbo Wealth Management LLC History Reduced 203,862 7,224 1.76% 1.66% 124 -444 -0.22% Q1 2026 May 12, 2026
Creative Planning History Reduced 200,976 7,122 0.0% 0.01% 125 -15,712 -7.25% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 200,056 7,089 0.0% 0.0% 126 +154 0.08% Q1 2026 May 15, 2026
Manatuck Hill Partners, LLC History Reduced 200,000 7,088 1.91% 2.89% 127 -50,000 -20.0% Q1 2026 May 15, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 199,402 7,066 4.91% 4.59% 128 -4,195 -2.06% Q1 2026 May 08, 2026
Lifetime Wealth Management P.C. History Added to 196,727 6,972 3.97% 4.04% 129 +1,714 0.88% Q1 2026 May 15, 2026
CERTUITY, LLC History No change 196,585 6,966 0.46% 0.41% 130 0 0.0% Q1 2026 May 11, 2026
Rothschild Wealth LLC History Reduced 196,438 6,961 0.63% 0.63% 131 -3,324 -1.66% Q1 2026 May 06, 2026
Chicago Capital, LLC History No change 186,978 6,626 0.18% 0.15% 132 0 0.0% Q1 2026 Apr 23, 2026
Ameritas Advisory Services, LLC History Reduced 182,244 6,458 0.25% 0.25% 133 -20,860 -10.27% Q1 2026 May 12, 2026
Geneos Wealth Management Inc. History Reduced 180,476 6,396 0.15% 0.16% 134 -17,573 -8.87% Q1 2026 May 04, 2026
Beaumont Financial Advisors, LLC History Reduced 176,322 6,248 0.43% 0.4% 135 -6,956 -3.8% Q1 2026 May 05, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 172,924 6,128 0.03% 0.04% 136 -53,760 -23.72% Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History New 171,122 6,064 0.22% — 137 +171,122 New Q1 2026 May 14, 2026
Abacus Planning Group, Inc. History No change 170,885 6,056 0.82% 0.75% 138 0 0.0% Q1 2026 Apr 07, 2026
Empire Financial Management Company, LLC History Added to 165,507 5,865 1.33% 1.16% 139 +4,281 2.66% Q1 2026 May 15, 2026
Pasadena Private Wealth, LLC History Reduced 165,312 5,858 0.81% 1.17% 140 -95,187 -36.54% Q1 2026 Apr 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 164,882 5,843 0.13% 0.18% 141 -78,010 -32.12% Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Reduced 163,007 5,776 0.07% 0.06% 142 -1,730 -1.05% Q1 2026 Apr 28, 2026
Greenfield Seitz Capital Management, LLC History Reduced 153,741 5,448 1.64% 1.67% 143 -479 -0.31% Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Added to 150,028 5,316 0.05% 0.06% 144 +131 0.09% Q1 2026 May 06, 2026
Valued Retirements, Inc. History Reduced 149,587 5,301 5.18% 4.86% 145 -1,063 -0.71% Q1 2026 May 13, 2026
Entruity Wealth, LLC History Added to 144,915 5,135 3.49% 3.36% 146 +2,070 1.45% Q1 2026 May 08, 2026
Cauble & Harre Wealth Management, Inc. History Reduced 141,721 5,062 4.03% 4.34% 147 -14,952 -9.54% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 141,827 5,026 0.01% 0.01% 148 -56,821 -28.6% Q1 2026 May 15, 2026
Ascentis Independent Advisors History New 141,489 5,014 0.38% — 149 +141,489 New Q1 2026 Apr 28, 2026
NovaPoint Capital, LLC History Reduced 140,336 4,973 1.25% 1.25% 150 -6,994 -4.75% Q1 2026 May 06, 2026
McIlrath & Eck, LLC History New 137,968 4,889 0.36% — 151 +137,968 New Q1 2026 May 19, 2026
KOM Wealth Management Group, LLC History Added to 134,538 4,768 3.25% 2.82% 152 +13,642 11.28% Q1 2026 Apr 23, 2026
Capital Group Private Client Services, Inc. History Reduced 130,077 4,609 0.08% 0.07% 153 -264 -0.2% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 128,416 4,551 0.01% — 154 +128,416 New Q1 2026 May 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 128,035 4,537 0.55% 0.6% 155 -24,209 -15.9% Q1 2026 May 05, 2026
Rockefeller Capital Management L.P. History Reduced 127,720 4,526 0.01% 0.01% 156 -18,680 -12.76% Q1 2026 May 14, 2026
DAVENPORT & Co LLC History Added to 123,857 4,389 0.02% 0.02% 157 +5,302 4.47% Q1 2026 Apr 15, 2026
XTX Topco Ltd History Added to 122,179 4,330 0.08% 0.02% 158 +97,910 403.44% Q1 2026 May 15, 2026
ORG Partners LLC History No change 130,776 4,318 0.76% 0.76% 159 0 0.0% Q4 2025 Jan 14, 2026
Pine Valley Investments Ltd Liability Co History No change 130,522 4,309 0.2% 0.2% 160 0 0.0% Q4 2025 Feb 13, 2026
Red Door Wealth Management, LLC History No change 114,862 4,070 0.42% 0.39% 161 0 0.0% Q1 2026 Apr 22, 2026
Quadrant Private Wealth Management, LLC History Added to 114,222 4,048 0.63% 0.61% 162 +1,643 1.46% Q1 2026 May 06, 2026
D.A. DAVIDSON & CO. History Added to 113,876 4,035 0.02% 0.02% 163 +14,822 14.96% Q1 2026 May 05, 2026
Bruce G. Allen Investments, LLC History Reduced 113,065 4,007 2.62% 2.95% 164 -19,239 -14.54% Q1 2026 May 08, 2026
Amitell Capital Pte Ltd History Reduced 112,334 3,981 6.38% 6.0% 165 -50,304 -30.93% Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Added to 110,099 3,901 0.05% 0.01% 166 +75,174 215.24% Q1 2026 Apr 28, 2026
Grand Central Investment Group History Added to 109,812 3,891 2.88% 2.61% 167 +850 0.78% Q1 2026 Apr 23, 2026
Belpointe Asset Management LLC History Reduced 109,148 3,868 0.14% 0.14% 168 -10,257 -8.59% Q1 2026 Apr 28, 2026
New Harbor Financial Group, LLC History Reduced 108,696 3,852 0.68% 0.67% 169 -1,649 -1.49% Q1 2026 May 05, 2026
CIBC Private Wealth Group LLC History No change 111,509 3,682 0.01% 0.01% 170 0 0.0% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 103,625 3,672 0.04% 0.04% 171 -6,753 -6.12% Q1 2026 May 15, 2026
Apella Capital, LLC History Reduced 96,777 3,562 0.05% 0.06% 172 -1,907 -1.93% Q1 2026 Apr 20, 2026
BAILARD, INC. History Reduced 97,366 3,450 0.08% 0.07% 173 -302 -0.31% Q1 2026 May 11, 2026
Sonoma Private Wealth LLC History Added to 96,318 3,413 4.2% 3.24% 174 +15,042 18.51% Q1 2026 May 15, 2026
SIG North Trading, ULC History New 95,851 3,396 0.07% — 175 +95,851 New Q1 2026 May 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 94,308 3,342 0.24% 0.21% 176 +3,535 3.89% Q1 2026 May 12, 2026
Beaird Harris Wealth Management, LLC History Added to 93,033 3,297 0.22% 0.2% 177 +4,103 4.61% Q1 2026 May 14, 2026
Connective Portfolio Management, LLC History No change 85,000 3,287 8.9% 5.06% 178 0 0.0% Q1 2026 Apr 16, 2026
E&G Advisors, LP History Reduced 92,053 3,262 0.73% 0.68% 179 -326 -0.35% Q1 2026 Apr 21, 2026
IHT Wealth Management, LLC History Added to 91,873 3,255 0.08% 0.06% 180 +18,707 25.57% Q1 2026 May 15, 2026
Proficio Capital Partners LLC History Reduced 89,840 3,183 0.17% 0.46% 181 -109,340 -54.9% Q1 2026 May 14, 2026
J.W. COLE ADVISORS, INC. History Added to 89,004 3,154 0.11% 0.07% 182 +4,686 5.56% Q1 2026 Apr 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 88,780 3,146 0.12% 0.1% 183 -1,912 -2.11% Q1 2026 May 07, 2026
AE Wealth Management LLC History Added to 88,641 3,141 0.02% 0.02% 184 +5,968 7.22% Q1 2026 May 13, 2026
M. Kulyk & Associates, LLC History New 88,094 3,122 0.58% — 185 +88,094 New Q1 2026 May 06, 2026
Cypress Capital Management LLC (WY) History Added to 87,555 3,102 2.87% 2.65% 186 +1,089 1.26% Q1 2026 May 08, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 87,283 3,093 1.97% 2.04% 187 -8,011 -8.41% Q1 2026 Apr 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 87,150 3,088 0.29% 0.27% 188 +285 0.33% Q1 2026 Apr 22, 2026
Guardian Partners Inc. History Added to 85,261 3,021 0.25% 0.25% 189 +261 0.31% Q1 2026 May 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 84,589 2,997 0.19% 0.19% 190 -8,614 -9.24% Q1 2026 May 15, 2026
Montis Financial, LLC History Reduced 84,429 2,992 0.62% 0.56% 191 -1,907 -2.21% Q1 2026 May 11, 2026
Gateway Wealth Partners, LLC History Added to 82,584 2,926 0.11% 0.08% 192 +61,124 284.83% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 80,732 2,861 0.04% 0.05% 193 +9,297 13.01% Q1 2026 May 15, 2026
Freestone Capital Holdings, LLC History Added to 79,916 2,832 0.09% 0.08% 194 +332 0.42% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History Reduced 78,833 2,793 0.12% 0.12% 195 -2,682 -3.29% Q1 2026 May 08, 2026
CreativeOne Wealth, LLC History Reduced 78,197 2,771 0.06% 0.09% 196 -29,616 -27.47% Q1 2026 May 15, 2026
North Star Investment Management Corp. History No change 76,409 2,707 0.16% 0.16% 197 0 0.0% Q1 2026 Apr 23, 2026
Wealth Management Associates, Inc. History Reduced 76,351 2,705 0.93% 0.91% 198 -2,652 -3.36% Q1 2026 May 13, 2026
HC Advisors, LLC History Added to 75,529 2,676 1.79% 1.63% 199 +4,026 5.63% Q1 2026 May 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 74,925 2,655 0.05% 0.06% 200 -14,775 -16.47% Q1 2026 May 11, 2026
Cerity Partners LLC History Reduced 74,332 2,641 0.0% 0.0% 201 -10,550 -12.43% Q1 2026 May 15, 2026
Wakefield Asset Management LLLP History Reduced 74,522 2,641 0.7% 0.67% 202 -697 -0.93% Q1 2026 May 12, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 73,420 2,602 0.38% 0.36% 203 +2,905 4.12% Q1 2026 Apr 16, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Added to 72,508 2,569 1.53% 1.25% 204 +14,706 25.44% Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 76,798 2,535 0.05% 0.05% 205 0 0.0% Q1 2026 Apr 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 70,408 2,495 1.2% 0.66% 206 +30,769 77.62% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 70,118 2,484 0.01% 0.0% 207 +10,937 18.48% Q1 2026 May 04, 2026
Apollon Wealth Management, LLC History Added to 69,853 2,475 0.04% 0.04% 208 +2,197 3.25% Q1 2026 Apr 22, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 68,600 2,431 0.0% 0.0% 209 -4,300 -5.9% Q1 2026 Apr 30, 2026
HUB Investment Partners, LLC History New 68,148 2,415 0.06% — 210 +68,148 New Q1 2026 May 15, 2026
CWM, LLC History Added to 67,436 2,389 0.01% 0.01% 211 +1,485 2.25% Q1 2026 May 14, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 66,713 2,364 1.34% 1.47% 212 -27,484 -29.18% Q1 2026 May 04, 2026
EverSource Wealth Advisors, LLC History Added to 65,201 2,310 0.07% 0.07% 213 +8,683 15.36% Q1 2026 May 15, 2026
St. James Investment Company, LLC History Reduced 64,905 2,300 0.36% 0.46% 214 -21,835 -25.17% Q1 2026 May 14, 2026
Aptus Capital Advisors, LLC History Reduced 64,192 2,274 0.02% 0.02% 215 -500 -0.77% Q1 2026 May 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 64,058 2,270 0.03% 0.03% 216 -750 -1.16% Q1 2026 Apr 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 62,635 2,219 0.08% 0.07% 217 -400 -0.63% Q1 2026 May 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 61,127 2,166 0.01% 0.0% 218 +50,000 449.36% Q1 2026 Apr 24, 2026
G&S Capital LLC History Added to 60,919 2,158 0.76% 0.65% 219 +5,018 8.98% Q1 2026 Apr 07, 2026
Rossby Financial, LCC History Reduced 59,600 2,151 0.44% 0.61% 220 -50 -0.08% Q1 2026 May 11, 2026
Hedges Asset Management LLC History No change 65,000 2,146 1.51% 1.51% 221 0 0.0% Q4 2025 Jan 27, 2026
AVENIR CORP History No change 60,310 2,137 0.26% 0.22% 222 0 0.0% Q1 2026 May 14, 2026
BANQUE PICTET & CIE SA History No change 60,182 2,132 0.02% 0.01% 223 0 0.0% Q1 2026 Apr 14, 2026
Quantinno Capital Management LP History Added to 59,933 2,124 0.0% 0.0% 224 +3,093 5.44% Q1 2026 May 15, 2026
Ascentis Wealth Management, LLC History Reduced 59,640 2,113 0.42% 0.55% 225 -11,159 -15.76% Q1 2026 Apr 28, 2026
Holos Integrated Wealth LLC History New 58,311 2,074 1.05% — 226 +58,311 New Q1 2026 Apr 08, 2026
Larson Financial Group LLC History Added to 58,322 2,066 0.07% 0.06% 227 +646 1.12% Q1 2026 May 15, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 58,084 2,058 0.13% 0.12% 228 0 0.0% Q1 2026 May 14, 2026
Financial Sense Advisors, Inc. History Added to 57,621 2,042 0.41% 0.09% 229 +42,000 268.87% Q1 2026 May 14, 2026
UBS Group AG History Reduced 57,600 2,041 0.0% 0.0% 230 -12,729 -18.1% Q1 2026 May 05, 2026
Baker Avenue Asset Management, LP History Reduced 57,454 2,036 0.05% 0.05% 231 -1,699 -2.87% Q1 2026 May 12, 2026
Claret Asset Management Corp History Reduced 55,730 1,975 0.24% 0.23% 232 -4,550 -7.55% Q1 2026 May 11, 2026
Waverly Advisors, LLC History Added to 55,225 1,957 0.01% 0.01% 233 +12,377 28.89% Q1 2026 May 15, 2026
Insight Wealth Partners, LLC History Reduced 54,476 1,930 0.27% 0.33% 234 -18,898 -25.76% Q1 2026 May 13, 2026
NWAM LLC History Reduced 54,009 1,914 0.11% 0.15% 235 -16,202 -23.08% Q1 2026 May 04, 2026
Concurrent Investment Advisors, LLC History Reduced 53,908 1,910 0.02% 0.04% 236 -39,967 -42.57% Q1 2026 Apr 20, 2026
Verity Asset Management, Inc. History Added to 53,795 1,906 0.8% 0.65% 237 +8,240 18.09% Q1 2026 Apr 21, 2026
VanWeelden Wealth Management, LLC History Added to 53,726 1,904 1.52% 1.33% 238 +2,461 4.8% Q1 2026 May 12, 2026
TruNorth Capital Management, LLC History No change 53,499 1,896 0.36% 0.34% 239 0 0.0% Q1 2026 Apr 22, 2026
Hurley Capital, LLC History Added to 52,305 1,853 0.99% 0.95% 240 +1,131 2.21% Q1 2026 May 06, 2026
REBALANCE, LLC History No change 52,268 1,852 0.11% 0.1% 241 0 0.0% Q1 2026 May 11, 2026
ADE, LLC History No change 52,213 1,850 0.89% 0.83% 242 0 0.0% Q1 2026 May 14, 2026
Independent Family Office, LLC History No change 51,316 1,818 0.75% 0.71% 243 0 0.0% Q1 2026 May 15, 2026
Arkos Global Advisors History No change 51,283 1,817 0.23% 0.22% 244 0 0.0% Q1 2026 May 13, 2026
Security National Bank History No change 50,943 1,805 0.26% 0.24% 245 0 0.0% Q1 2026 Apr 16, 2026
WADDELL & ASSOCIATES, LLC History Reduced 50,442 1,787 0.1% 0.11% 246 -774 -1.51% Q1 2026 May 11, 2026
Fort Point Capital Partners LLC History No change 50,000 1,772 0.21% 0.2% 247 0 0.0% Q1 2026 May 14, 2026
COMMERCE BANK History Added to 49,724 1,762 0.01% 0.01% 248 +323 0.65% Q1 2026 May 11, 2026
Collaborative Fund Advisors, LLC History New 48,950 1,734 1.07% — 249 +48,950 New Q1 2026 Apr 28, 2026
TWO SIGMA SECURITIES, LLC History Added to 48,744 1,727 0.2% 0.05% 250 +38,061 356.28% Q1 2026 May 15, 2026
StoneX Group Inc. History Reduced 48,696 1,725 0.09% 0.07% 251 -792 -1.6% Q1 2026 May 14, 2026
FAS Wealth Partners, Inc. History No change 50,345 1,662 0.11% 0.11% 252 0 0.0% Q4 2025 Feb 18, 2026
Lane Generational LLC History No change 45,858 1,625 1.29% 1.37% 253 0 0.0% Q1 2026 May 14, 2026
L2 Asset Management, LLC History Added to 45,607 1,616 0.15% 0.18% 254 +5,319 13.2% Q1 2026 May 14, 2026
Insight Advisors, LLC/ PA History Reduced 45,514 1,613 0.31% 0.24% 255 -3,370 -6.89% Q1 2026 May 11, 2026
Cypress Wealth Services, LLC History Added to 44,931 1,592 0.22% 0.19% 256 +3,206 7.68% Q1 2026 Apr 15, 2026
Compound Planning, Inc. History Added to 44,841 1,589 0.05% 0.02% 257 +21,391 91.22% Q1 2026 May 14, 2026
Independent Advisor Alliance History Added to 44,765 1,586 0.02% 0.01% 258 +26,635 146.91% Q1 2026 May 12, 2026
PARK AVENUE SECURITIES LLC History Added to 43,983 1,559 0.01% 0.0% 259 +31,302 246.84% Q1 2026 Apr 07, 2026
Focus Partners Wealth History Reduced 43,464 1,540 0.0% 0.0% 260 -12,101 -21.78% Q1 2026 May 14, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 43,325 1,535 0.14% 0.13% 261 -350 -0.8% Q1 2026 Apr 02, 2026
Black Diamond Financial, LLC History New 43,208 1,531 0.17% — 262 +43,208 New Q1 2026 May 05, 2026
Sandy Cove Advisors, LLC History No change 42,201 1,495 0.45% 0.41% 263 0 0.0% Q1 2026 May 05, 2026
Fielder Capital Group LLC History No change 42,207 1,495 0.33% 0.3% 264 0 0.0% Q1 2026 May 12, 2026
Rehmann Capital Advisory Group History No change 41,954 1,486 0.08% 0.07% 265 0 0.0% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 41,891 1,484 0.01% 0.01% 266 -11,355 -21.33% Q1 2026 May 12, 2026
Brookwood Investment Group LLC History Reduced 41,296 1,463 0.18% 0.24% 267 -18,509 -30.95% Q1 2026 May 04, 2026
FLOW TRADERS U.S. LLC History Added to 41,136 1,458 0.05% 0.03% 268 +17,557 74.46% Q1 2026 May 15, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 40,841 1,447 0.46% 0.48% 269 0 0.0% Q1 2026 May 04, 2026
VestGen Advisors, LLC History Added to 39,976 1,427 0.04% 0.06% 270 +623 1.58% Q1 2026 May 14, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 40,161 1,423 0.72% 0.78% 271 0 0.0% Q1 2026 May 14, 2026
BOKF, NA History No change 40,031 1,418 0.02% 0.02% 272 0 0.0% Q1 2026 May 08, 2026
SeaCrest Wealth Management, LLC History Reduced 39,795 1,410 0.15% 0.16% 273 -8,016 -16.77% Q1 2026 Apr 15, 2026
Diesslin Group, Inc. History Added to 39,596 1,403 0.63% 0.47% 274 +3,762 10.5% Q1 2026 Apr 21, 2026
Beutel, Goodman & Co Ltd. History No change 39,500 1,401 0.01% 0.01% 275 0 0.0% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 39,525 1,400 0.01% 0.01% 276 -900 -2.23% Q1 2026 May 12, 2026
WHITE PINE CAPITAL LLC History Added to 39,145 1,387 0.39% 0.35% 277 +612 1.59% Q1 2026 May 11, 2026
Keel Point, LLC History No change 41,725 1,377 0.08% 0.08% 278 0 0.0% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 38,849 1,376 0.01% 0.01% 279 -201 -0.51% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 38,586 1,367 0.0% 0.01% 280 -75,975 -66.32% Q1 2026 Apr 27, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 38,503 1,364 0.1% 0.18% 281 -40,099 -51.02% Q1 2026 Apr 20, 2026
BEAM WEALTH ADVISORS, INC. History Added to 38,272 1,356 0.34% 0.34% 282 +750 2.0% Q1 2026 Apr 29, 2026
Wedmont Private Capital History Reduced 37,846 1,354 0.04% 0.06% 283 -9,967 -20.85% Q1 2026 Apr 09, 2026
Canal Capital Management, LLC History New 37,777 1,338 0.18% — 284 +37,777 New Q1 2026 Apr 27, 2026
Lido Advisors, LLC History Reduced 37,672 1,335 0.0% 0.0% 285 -1,595 -4.06% Q1 2026 May 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 37,600 1,332 0.17% 0.17% 286 0 0.0% Q1 2026 Apr 16, 2026
COLUMBIA ADVISORY PARTNERS LLC History Added to 37,108 1,315 0.84% 0.79% 287 +2,131 6.09% Q1 2026 Apr 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 36,993 1,311 0.0% 0.0% 289 -546,136 -93.66% Q1 2026 May 15, 2026
COZAD ASSET MANAGEMENT INC History No change 39,733 1,311 0.1% 0.1% 288 0 0.0% Q4 2025 Feb 13, 2026
Andina Capital Management, LLC History No change 36,990 1,310 1.16% 0.74% 290 0 0.0% Q1 2026 Apr 17, 2026
Euro Pacific Asset Management, LLC History Reduced 46,436 1,308 0.13% 0.14% 291 -1,744 -3.62% Q1 2026 May 06, 2026
Crown Wealth Group, LLC History Added to 36,786 1,303 0.38% 0.33% 292 +775 2.15% Q1 2026 Apr 21, 2026
Arnhold LLC History No change 36,486 1,293 0.09% 0.09% 293 0 0.0% Q1 2026 May 11, 2026
HOWE & RUSLING INC History Added to 36,045 1,277 0.08% 0.06% 294 +9,824 37.47% Q1 2026 Apr 28, 2026
Oxbow Advisors, LLC History Reduced 35,818 1,269 0.11% 0.12% 295 -4,457 -11.07% Q1 2026 Apr 27, 2026
SURIENCE PRIVATE WEALTH LLC History Added to 35,749 1,266 1.36% 0.36% 296 +25,454 247.25% Q1 2026 Apr 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 35,122 1,244 0.02% 0.02% 297 0 0.0% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 34,735 1,231 0.01% 0.01% 298 +2,577 8.01% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Added to 34,743 1,231 0.0% 0.0% 299 +145 0.42% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History New 34,545 1,224 0.0% — 300 +34,545 New Q1 2026 May 15, 2026
Farringdon Capital, Ltd. History New 33,322 1,180 0.26% — 301 +33,322 New Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 33,111 1,173 0.01% 0.01% 302 +15,622 89.32% Q1 2026 May 05, 2026
Galvin, Gaustad & Stein, LLC History No change 32,683 1,158 0.09% 0.08% 303 0 0.0% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Added to 32,528 1,153 0.03% 0.02% 304 +7,975 32.48% Q1 2026 Apr 21, 2026
Pettinga Financial Advisors LLC History Reduced 32,282 1,144 0.22% 0.21% 305 -1,475 -4.37% Q1 2026 Apr 13, 2026
IFP Advisors, Inc History Added to 32,036 1,135 0.02% 0.02% 306 +628 2.0% Q1 2026 Apr 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 31,889 1,130 0.04% 0.1% 307 -53,203 -62.52% Q1 2026 May 07, 2026
AdvisorNet Financial, Inc History Added to 31,579 1,119 0.06% 0.05% 308 +3,289 11.63% Q1 2026 Apr 17, 2026
Discipline Wealth Solutions, LLC History New 31,501 1,116 0.12% — 309 +31,501 New Q1 2026 Apr 17, 2026
Sowell Financial Services LLC History Reduced 31,477 1,115 0.04% 0.26% 310 -178,825 -85.03% Q1 2026 Apr 20, 2026
Merit Financial Group, LLC History Added to 31,391 1,112 0.01% 0.01% 311 +498 1.61% Q1 2026 Apr 15, 2026
IPG Investment Advisors LLC History Reduced 31,341 1,110 0.19% 0.22% 312 -6,796 -17.82% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 31,287 1,108 0.0% 0.0% 313 -1,282 -3.94% Q1 2026 May 14, 2026
WHALEROCK POINT PARTNERS, LLC History No change 31,000 1,098 0.21% 0.19% 314 0 0.0% Q1 2026 May 15, 2026
MKT Advisors LLC History No change 30,710 1,092 0.37% 0.36% 315 0 0.0% Q1 2026 Apr 10, 2026
FLP Wealth Management, LLC History Reduced 30,368 1,076 2.22% 4.65% 316 -29,106 -48.94% Q1 2026 Apr 28, 2026
Magnus Financial Group LLC History New 30,261 1,072 0.09% — 317 +30,261 New Q1 2026 Apr 10, 2026
Latitude Advisors, LLC History Reduced 30,115 1,067 0.49% 0.44% 318 -425 -1.39% Q1 2026 Apr 27, 2026
Composition Wealth, LLC History No change 30,069 1,065 0.01% 0.01% 319 0 0.0% Q1 2026 Apr 08, 2026
FIRST MANHATTAN CO. LLC. History Reduced 29,000 1,027 0.0% 0.01% 320 -36,599 -55.79% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Reduced 28,662 1,015 0.0% 0.0% 321 -1,392 -4.63% Q1 2026 May 05, 2026
J2 Capital Management Inc History Reduced 28,604 1,013 0.69% 0.72% 322 -1,365 -4.55% Q1 2026 Apr 21, 2026
Sequoia Financial Advisors, LLC History Added to 28,546 1,011 0.01% 0.01% 323 +1,048 3.81% Q1 2026 Apr 30, 2026
INGALLS & SNYDER LLC History Reduced 28,394 1,006 0.04% 0.04% 324 -2,720 -8.74% Q1 2026 May 13, 2026
180 WEALTH ADVISORS, LLC History Added to 28,361 1,005 0.11% 0.06% 325 +12,006 73.41% Q1 2026 May 01, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 28,123 996 0.01% 0.01% 326 -4,090 -12.7% Q1 2026 May 11, 2026
BCS Wealth Management History Reduced 27,833 986 0.2% 0.19% 327 -27,905 -50.06% Q1 2026 Apr 17, 2026
Millennium Capital Advisors, LLC History No change 26,988 956 0.59% 0.53% 328 0 0.0% Q1 2026 May 11, 2026
Cedrus Wealth Group LLC History New 26,524 940 1.05% — 329 +26,524 New Q1 2026 May 14, 2026
Enclave Advisors LLC History Reduced 26,518 939 0.13% 0.43% 330 -65,009 -71.03% Q1 2026 Apr 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 26,321 932 0.02% 0.02% 331 -900 -3.31% Q1 2026 Apr 07, 2026
Bank of New York Mellon Corp History Reduced 26,283 931 0.0% 0.0% 332 -977 -3.58% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 26,196 929 0.0% 0.0% 333 -36,838 -58.44% Q1 2026 May 15, 2026
Straight Path Wealth Management History Reduced 26,144 926 0.25% 0.25% 334 -2,000 -7.11% Q1 2026 Apr 22, 2026
Sound View Wealth Advisors Group, LLC History No change 25,975 920 0.06% 0.06% 335 0 0.0% Q1 2026 May 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 25,861 916 0.01% 0.03% 336 -143,007 -84.69% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 25,411 900 0.02% 0.02% 337 0 0.0% Q1 2026 Apr 15, 2026
Badgley Phelps Wealth Managers, LLC History Added to 25,202 893 0.02% 0.01% 338 +658 2.68% Q1 2026 Apr 15, 2026
Fortitude Advisory Group L.L.C. History No change 25,156 891 0.4% 0.35% 339 0 0.0% Q1 2026 Apr 28, 2026
CM WEALTH ADVISORS LLC History New 24,715 875 0.19% — 340 +24,715 New Q1 2026 May 08, 2026
Community Bank, N.A. History No change 24,654 873 0.1% 0.1% 341 0 0.0% Q1 2026 May 12, 2026
BROWN ADVISORY INC History Added to 24,563 870 0.0% 0.0% 342 +12,518 103.93% Q1 2026 May 15, 2026
RIA Advisory Group LLC History Added to 24,489 867 0.21% 0.18% 343 +1,922 8.52% Q1 2026 Apr 23, 2026
Nvest Financial, LLC History Added to 24,240 859 0.32% 0.33% 344 +523 2.21% Q1 2026 Apr 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 23,901 847 0.01% 0.0% 345 +83 0.35% Q1 2026 May 15, 2026
Lumbard & Kellner, LLC History Added to 23,860 845 0.29% 0.28% 347 +29 0.12% Q1 2026 May 15, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History No change 23,869 845 0.1% 0.09% 346 0 0.0% Q1 2026 May 15, 2026
Jump Financial, LLC History New 23,497 832 0.01% — 348 +23,497 New Q1 2026 May 14, 2026
Meridian Wealth Advisors, LLC History No change 23,469 831 0.11% 0.11% 349 0 0.0% Q1 2026 May 11, 2026
BSW Wealth Partners History No change 23,327 826 0.1% 0.09% 350 0 0.0% Q1 2026 Apr 14, 2026
Equitable Holdings, Inc. History Reduced 24,102 803 0.01% 0.01% 351 -9,708 -28.71% Q1 2026 May 15, 2026
S.A. Mason LLC History Added to 22,582 800 0.3% 0.29% 352 +520 2.36% Q1 2026 Apr 27, 2026
HRT FINANCIAL LP History Added to 22,426 794 0.0% 0.0% 353 +12,413 123.97% Q1 2026 May 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 22,211 787 0.01% 0.01% 354 -1,242 -5.3% Q1 2026 May 12, 2026
Walser Wealth Management Company, A Ltd Liability Co History Reduced 22,132 784 0.35% 0.46% 355 -4,530 -16.99% Q1 2026 Apr 28, 2026
Cobblestone Asset Management LLC History Added to 22,020 780 0.35% 0.25% 356 +4,790 27.8% Q1 2026 Apr 28, 2026
Peak Financial Management, Inc. History No change 22,000 779 0.2% 0.19% 357 0 0.0% Q1 2026 Apr 28, 2026
MGO ONE SEVEN LLC History No change 21,759 771 0.02% 0.01% 358 0 0.0% Q1 2026 May 14, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 21,619 766 0.23% 0.29% 359 -4,547 -17.38% Q1 2026 May 05, 2026
Stratos Wealth Advisors, LLC History Added to 21,525 762 0.05% 0.03% 360 +291 1.37% Q1 2026 Apr 28, 2026
One Capital Management, LLC History No change 21,500 761 0.02% 0.02% 361 0 0.0% Q1 2026 May 12, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 21,471 760 0.23% 0.24% 362 -1,720 -7.42% Q1 2026 Apr 06, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 21,060 746 0.56% 0.51% 363 0 0.0% Q1 2026 Apr 23, 2026
NewEdge Advisors, LLC History Reduced 68,537 744 0.03% 0.01% 364 -23,431 -25.48% Q1 2026 May 15, 2026
Arkadios Wealth Advisors History New 20,774 736 0.01% — 365 +20,774 New Q1 2026 May 18, 2026
WORLD EQUITY GROUP, INC. History New 20,659 732 0.19% — 366 +20,659 New Q1 2026 May 06, 2026
Ashton Thomas Private Wealth, LLC History No change 20,631 731 0.02% 0.02% 367 0 0.0% Q1 2026 May 11, 2026
Focus Financial Network, Inc. History Added to 20,588 729 0.03% 0.02% 368 +4,656 29.22% Q1 2026 Apr 14, 2026
Orgel Wealth Management, LLC History No change 20,000 708 0.02% 0.01% 369 0 0.0% Q1 2026 Apr 07, 2026
WELCH & FORBES LLC History No change 19,550 692 0.01% 0.01% 370 0 0.0% Q1 2026 May 01, 2026
Simplicity Wealth,LLC History Added to 19,525 691 0.04% 0.04% 371 +1,626 9.08% Q1 2026 Apr 30, 2026
OneDigital Investment Advisors LLC History Reduced 19,095 676 0.01% 0.01% 372 -207 -1.07% Q1 2026 May 08, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 19,000 673 0.23% — 374 +19,000 New Q1 2026 May 12, 2026
EVOKE WEALTH, LLC History No change 19,000 673 0.01% 0.01% 373 0 0.0% Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 18,775 665 0.01% 0.01% 375 -834 -4.25% Q1 2026 May 15, 2026
Kiker Wealth Management, LLC History New 18,761 664 0.32% — 376 +18,761 New Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Reduced 18,710 663 0.0% 0.0% 377 -150 -0.8% Q1 2026 May 01, 2026
TECTONIC ADVISORS LLC History Reduced 18,625 660 0.03% 0.04% 379 -2,122 -10.23% Q1 2026 Apr 17, 2026
&PARTNERS History Added to 18,646 660 0.0% 0.0% 378 +270 1.47% Q1 2026 May 15, 2026
Lineweaver Wealth Advisors, LLC History No change 18,615 659 0.09% 0.08% 380 0 0.0% Q1 2026 Apr 08, 2026
Rice Partnership, LLC History No change 18,548 657 0.09% 0.08% 381 0 0.0% Q1 2026 May 07, 2026
AlphaStar Capital Management, LLC History Added to 18,433 653 0.05% 0.04% 382 +2,450 15.33% Q1 2026 Apr 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 18,170 643 0.03% 0.03% 383 0 0.0% Q1 2026 Apr 15, 2026
Sankala Group LLC History No change 18,740 641 0.52% 0.6% 384 0 0.0% Q1 2026 Mar 31, 2026
BEACON FINANCIAL GROUP History Reduced 18,040 639 0.06% 0.06% 385 -77 -0.43% Q1 2026 Apr 30, 2026
Intrua Financial, LLC History Reduced 17,792 630 0.07% 0.27% 386 -60,617 -77.31% Q1 2026 Apr 23, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 17,591 623 0.04% 0.04% 387 0 0.0% Q1 2026 Apr 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 17,143 619 0.03% 0.02% 388 +4,999 41.16% Q1 2026 Apr 17, 2026
Arcadia Wealth Management, LLC History No change 17,154 607 0.22% 0.21% 389 0 0.0% Q1 2026 Apr 27, 2026
Perigon Wealth Management, LLC History Reduced 17,103 606 0.01% 0.01% 390 -450 -2.56% Q1 2026 Apr 10, 2026
Apollon Financial, LLC History Added to 16,963 601 0.08% 0.06% 391 +4,481 35.9% Q1 2026 Apr 22, 2026
Veracity Capital LLC History Added to 16,883 598 0.21% 0.16% 392 +596 3.66% Q1 2026 Apr 09, 2026
SpringVest Wealth Management LLC History Reduced 16,789 595 0.41% 0.39% 393 -100 -0.59% Q1 2026 Apr 21, 2026
Wealthspire Advisors, LLC History New 16,726 592 0.0% — 395 +16,726 New Q1 2026 May 01, 2026
Tradition Wealth Management, LLC History Added to 16,729 592 0.04% 0.04% 394 +24 0.14% Q1 2026 May 15, 2026
Spire Wealth Management History Added to 16,493 584 0.02% 0.0% 396 +13,106 386.95% Q1 2026 Apr 22, 2026
Capital Investment Advisors, LLC History Reduced 16,270 576 0.01% 0.01% 398 -321 -1.93% Q1 2026 Apr 17, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 16,262 576 0.01% 0.01% 397 0 0.0% Q1 2026 May 15, 2026
OneAscent Financial Services LLC History Added to 16,174 573 0.03% 0.05% 399 +449 2.86% Q1 2026 Apr 21, 2026
Invariant Investment Management History No change 15,875 573 0.35% 0.35% 400 0 0.0% Q1 2026 Apr 13, 2026
Financial Enhancement Group LLC History New 15,191 559 0.07% — 401 +15,191 New Q1 2026 Apr 20, 2026
Nadler Financial Group, Inc. History No change 15,745 558 0.05% 0.05% 402 0 0.0% Q1 2026 May 04, 2026
Synergy Asset Management, LLC History Added to 15,714 556 0.06% 0.05% 403 +233 1.51% Q1 2026 May 13, 2026
TFR Capital, LLC. History No change 15,640 554 0.17% 0.17% 404 0 0.0% Q1 2026 May 04, 2026
HBK Sorce Advisory LLC History Reduced 15,288 547 0.01% 0.02% 405 -6,963 -31.29% Q1 2026 May 11, 2026
Rockport Wealth LLC History Added to 15,415 546 0.1% 0.09% 406 +1,400 9.99% Q1 2026 May 05, 2026
Darwin Wealth Management, LLC History Added to 15,359 544 0.17% 0.15% 407 +524 3.53% Q1 2026 May 01, 2026
Cannon Financial Strategists, Inc. History Added to 15,327 543 0.07% 0.07% 408 +910 6.31% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History New 15,292 541 0.0% — 409 +15,292 New Q1 2026 May 14, 2026
Family Capital Trust Co History No change 15,030 532 0.19% 0.16% 410 0 0.0% Q1 2026 Apr 29, 2026
Baker Ellis Asset Management LLC History Reduced 15,000 531 0.06% 0.07% 411 -2,000 -11.76% Q1 2026 Apr 17, 2026
SIGNATUREFD, LLC History No change 15,000 531 0.01% 0.01% 412 0 0.0% Q1 2026 Apr 07, 2026
Crusonia Wealth Advisors LLC History New 14,799 524 0.11% — 413 +14,799 New Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Reduced 14,592 517 0.0% 0.0% 414 -631 -4.15% Q1 2026 May 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 14,522 514 0.04% 0.03% 415 +3,000 26.04% Q1 2026 May 15, 2026
apricus wealth, LLC History Reduced 14,500 513 0.25% 0.28% 416 -2,000 -12.12% Q1 2026 Apr 22, 2026
Vawter Financial, Ltd. History No change 14,500 513 0.22% 0.2% 417 0 0.0% Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 14,283 506 0.0% 0.0% 418 -649 -4.35% Q1 2026 May 05, 2026
Burton Enright Welch History No change 14,071 498 0.07% 0.07% 419 0 0.0% Q1 2026 May 01, 2026
SAPIENT CAPITAL LLC History No change 13,889 492 0.01% 0.01% 420 0 0.0% Q1 2026 Apr 08, 2026
Heritage Trust Co History No change 13,847 490 0.05% 0.05% 421 0 0.0% Q1 2026 May 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 13,721 488 0.17% 0.22% 422 -1,103 -7.44% Q1 2026 May 08, 2026
Koshinski Asset Management, Inc. History Added to 13,764 487 0.03% 0.03% 423 +180 1.33% Q1 2026 Apr 27, 2026
Soltis Investment Advisors LLC History Reduced 13,699 485 0.03% 0.03% 424 -89 -0.65% Q1 2026 Apr 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 13,584 481 0.0% — 426 +13,584 New Q1 2026 May 13, 2026
Investor's Fiduciary Advisor Network, LLC History No change 13,595 481 0.15% 0.1% 425 0 0.0% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History No change 13,374 473 0.0% 0.0% 427 0 0.0% Q1 2026 May 14, 2026
Wealth Alliance Advisory Group, LLC History No change 13,289 470 0.07% 0.07% 428 0 0.0% Q1 2026 Apr 09, 2026
55 North Private Wealth, LLC History No change 13,223 468 0.12% 0.11% 429 0 0.0% Q1 2026 Apr 17, 2026
TOWER BRIDGE ADVISORS History Added to 13,101 464 0.04% 0.03% 430 +3,101 31.01% Q1 2026 May 12, 2026
BEARING POINT CAPITAL, LLC History No change 13,000 460 0.07% 0.07% 431 0 0.0% Q1 2026 May 07, 2026
Sunbelt Securities, Inc. History Added to 12,898 457 0.03% 0.02% 432 +2,949 29.64% Q1 2026 May 15, 2026
Princeton Global Asset Management LLC History No change 12,900 457 0.07% 0.07% 433 0 0.0% Q1 2026 Apr 22, 2026
Bleichroeder LP History No change 12,540 444 0.08% 0.07% 434 0 0.0% Q1 2026 May 14, 2026
Oliver Luxxe Assets LLC History Added to 12,495 442 0.07% 0.06% 436 +459 3.81% Q1 2026 Apr 08, 2026
Allen Capital Group, LLC History No change 13,416 442 0.04% 0.04% 435 0 0.0% Q4 2025 Feb 09, 2026
Orion Porfolio Solutions, LLC History Reduced 12,201 432 0.0% 0.01% 437 -17,757 -59.27% Q1 2026 May 13, 2026
CWA Asset Management Group, LLC History Added to 12,087 428 0.01% 0.01% 438 +1,000 9.02% Q1 2026 Apr 20, 2026
WCG Wealth Advisors LLC History Added to 12,100 428 0.01% 0.01% 439 +870 7.75% Q1 2026 May 12, 2026
Clarity Financial LLC History Added to 12,071 427 0.05% 0.04% 440 +548 4.76% Q1 2026 May 01, 2026
FSA Advisors, Inc. History Added to 11,928 422 0.28% 0.15% 441 +5,183 76.84% Q1 2026 May 06, 2026
Forza Wealth Management, LLC History No change 11,613 411 0.14% 0.14% 442 0 0.0% Q1 2026 Apr 30, 2026
Beacon Financial Advisory LLC History Reduced 11,327 401 0.09% 0.09% 443 -37 -0.33% Q1 2026 Apr 27, 2026
NICOLET BANKSHARES INC History New 11,035 398 0.01% — 444 +11,035 New Q1 2026 May 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 11,167 395 0.0% 0.0% 445 -7,957 -41.61% Q1 2026 May 12, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 11,989 395 0.12% 0.12% 446 0 0.0% Q4 2025 Jan 30, 2026
Apriem Advisors History Added to 11,137 394 0.04% 0.03% 447 +24 0.22% Q1 2026 May 14, 2026
Fairway Wealth LLC History No change 11,111 393 0.1% 0.1% 448 0 0.0% Q1 2026 Apr 23, 2026
Snowden Capital Advisors LLC History Reduced 11,035 391 0.01% 0.01% 449 -5,965 -35.09% Q1 2026 May 14, 2026
HOEY INVESTMENTS, INC History Reduced 11,000 389 0.06% 0.06% 450 -3,000 -21.43% Q1 2026 Apr 28, 2026
Capital Asset Advisory Services LLC History New 10,621 387 0.01% — 451 +10,621 New Q1 2026 Apr 24, 2026
HM PAYSON & CO History Reduced 10,904 386 0.01% 0.01% 452 -1,250 -10.28% Q1 2026 Apr 13, 2026
CAPITAL CITY TRUST CO/FL History No change 10,900 386 0.09% 0.08% 453 0 0.0% Q1 2026 May 01, 2026
NICOLET ADVISORY SERVICES, LLC History No change 11,035 386 0.03% 0.03% 454 0 0.0% Q4 2025 Feb 13, 2026
Hunter Perkins Capital Management, LLC History New 10,819 383 0.09% — 456 +10,819 New Q1 2026 May 12, 2026
Willis Johnson & Associates, Inc. History Added to 10,816 383 0.02% 0.02% 455 +600 5.87% Q1 2026 Apr 23, 2026
Stillwater Wealth Management Group History No change 10,800 382 0.24% 0.24% 457 0 0.0% Q1 2026 May 11, 2026
Modera Wealth Management, LLC History No change 10,776 381 0.0% 0.0% 458 0 0.0% Q1 2026 May 06, 2026
Douglass Winthrop Advisors, LLC History No change 10,670 378 0.01% 0.01% 459 0 0.0% Q1 2026 May 13, 2026
Almanack Investment Partners, LLC. History Reduced 10,594 375 0.06% 0.06% 460 -142 -1.32% Q1 2026 May 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 10,958 374 0.02% 0.02% 461 +792 7.79% Q1 2026 Apr 24, 2026
OAK FAMILY ADVISORS, LLC History Added to 10,549 373 0.1% 0.09% 462 +111 1.06% Q1 2026 Apr 20, 2026
Diligent Investors, LLC History Added to 10,485 371 0.09% 0.07% 463 +1,297 14.12% Q1 2026 Apr 15, 2026
Dorsey & Whitney Trust CO LLC History No change 10,380 367 0.02% 0.02% 464 0 0.0% Q1 2026 May 14, 2026
Carnegie Lake Advisors LLC History No change 10,200 361 0.14% 0.13% 465 0 0.0% Q1 2026 Apr 29, 2026
WealthBridge Capital Management, LLC History Reduced 10,169 360 0.08% 0.1% 468 -2,693 -20.94% Q1 2026 Apr 17, 2026
Savant Capital, LLC History Added to 10,158 360 0.0% 0.0% 467 +2,636 35.04% Q1 2026 May 04, 2026
Investment Partners Asset Management, Inc. History Added to 10,169 360 0.22% 0.21% 466 +150 1.5% Q1 2026 Apr 07, 2026
Secure Asset Management, LLC History No change 10,167 360 0.06% 0.05% 469 0 0.0% Q1 2026 Apr 09, 2026
Mutual Advisors, LLC History Reduced 10,116 358 0.01% 0.01% 470 -1,981 -16.38% Q1 2026 May 01, 2026
Resurgent Financial Advisors LLC History New 10,000 354 0.13% — 474 +10,000 New Q1 2026 May 12, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 10,000 354 0.14% 0.14% 471 0 0.0% Q1 2026 Apr 27, 2026
Clientfirst Wealth Management, LLC History No change 10,000 354 0.3% 0.26% 472 0 0.0% Q1 2026 May 01, 2026
Mendota Financial Group, LLC History No change 10,000 354 0.26% 0.24% 473 0 0.0% Q1 2026 Apr 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 9,800 353 0.02% 0.02% 475 +111 1.15% Q1 2026 May 01, 2026
Stonebridge Capital Advisors LLC History No change 9,850 349 0.02% 0.02% 476 0 0.0% Q1 2026 May 14, 2026
Smithfield Trust Co History Added to 9,800 347 0.02% 0.01% 477 +1,453 17.41% Q1 2026 May 08, 2026
McAdam, LLC History Reduced 9,697 343 0.02% 0.08% 478 -45,326 -82.38% Q1 2026 May 08, 2026
J.E. Simmons & Co., P.C. History Added to 9,700 343 0.23% 0.2% 480 +200 2.11% Q1 2026 Apr 21, 2026
Inspire Advisors, LLC History Reduced 9,694 343 0.03% 0.03% 479 -17 -0.18% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 9,555 338 0.01% 0.01% 481 0 0.0% Q1 2026 May 11, 2026
Wealth Dimensions Group, Ltd. History No change 9,500 336 0.07% 0.06% 482 0 0.0% Q1 2026 May 11, 2026
NORTHERN TRUST CORP History New 9,466 335 0.0% — 483 +9,466 New Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 10,000 330 0.0% 0.0% 484 0 0.0% Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History Added to 9,300 329 0.08% 0.06% 485 +2,000 27.4% Q1 2026 Apr 13, 2026
Pacific Wealth Management History Added to 9,225 326 0.18% 0.12% 486 +1,660 21.94% Q1 2026 May 05, 2026
Clear Harbor Asset Management, LLC History Added to 9,119 323 0.02% 0.02% 487 +836 10.09% Q1 2026 May 05, 2026
DGS Capital Management, LLC History New 9,083 321 0.05% — 488 +9,083 New Q1 2026 Apr 28, 2026
Parvin Asset Management, LLC History Reduced 9,045 320 0.23% 0.24% 489 -3 -0.03% Q1 2026 May 15, 2026
CoreCap Advisors, LLC History Reduced 8,982 318 0.01% 0.01% 490 -1,367 -13.21% Q1 2026 Apr 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 8,940 316 0.02% 0.02% 491 +2,850 46.8% Q1 2026 Apr 23, 2026
Focus Partners Advisor Solutions, LLC History New 8,893 315 0.0% — 492 +8,893 New Q1 2026 May 13, 2026
Strait & Sound Wealth Management LLC History No change 8,786 311 0.12% 0.11% 493 0 0.0% Q1 2026 May 18, 2026
Western Wealth Management, LLC History Reduced 8,770 310 0.01% 0.02% 495 -1,560 -15.1% Q1 2026 May 19, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 8,756 310 0.0% 0.0% 494 -569 -6.1% Q1 2026 May 14, 2026
Accurate Wealth Management, LLC History Reduced 8,595 310 0.04% 0.04% 496 -50 -0.58% Q1 2026 Apr 22, 2026
PECAUT & CO. History No change 8,700 308 0.1% 0.09% 497 0 0.0% Q1 2026 May 11, 2026
Kovack Advisors, Inc. History Reduced 8,554 307 0.02% 0.05% 498 -21,000 -71.06% Q1 2026 May 12, 2026
Spectrum Planning & Advisory Services Inc. History New 8,650 306 0.15% — 499 +8,650 New Q1 2026 Apr 16, 2026
Prime Capital Investment Advisors, LLC History Reduced 8,627 305 0.0% 0.0% 500 -1,783 -17.13% Q1 2026 May 08, 2026
Quotient Wealth Partners, LLC History New 8,595 304 0.01% — 502 +8,595 New Q1 2026 Apr 16, 2026
Asset Advisors Investment Management, LLC History No change 8,600 304 0.03% 0.03% 501 0 0.0% Q1 2026 Apr 16, 2026
RWA WEALTH PARTNERS, LLC History No change 8,500 301 0.0% 0.0% 503 0 0.0% Q1 2026 May 13, 2026
Avior Wealth Management, LLC History Added to 8,366 296 0.01% 0.01% 504 +385 4.82% Q1 2026 Apr 09, 2026
Live Oak Private Wealth LLC History Reduced 8,295 293 0.04% 0.05% 505 -2,955 -26.27% Q1 2026 Apr 20, 2026
Sound Income Strategies, LLC History Reduced 8,089 292 0.01% 0.01% 506 -847 -9.48% Q1 2026 Apr 27, 2026
Ledyard National Bank History No change 8,187 290 0.03% 0.02% 507 0 0.0% Q1 2026 Apr 24, 2026
Forum Financial Management, LP History No change 8,169 289 0.0% 0.0% 508 0 0.0% Q1 2026 Apr 23, 2026
Hamrick Investment Counsel, llc History Reduced 8,100 287 0.16% 0.22% 509 -960 -10.6% Q1 2026 May 11, 2026
BLB&B Advisors, LLC History New 8,080 286 0.01% — 510 +8,080 New Q1 2026 Apr 28, 2026
Parallel Advisors, LLC History Added to 8,053 285 0.01% 0.0% 512 +1,235 18.11% Q1 2026 May 07, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 8,050 285 0.02% 0.02% 511 +366 4.76% Q1 2026 May 05, 2026
HB Wealth Management, LLC History Added to 8,042 285 0.0% 0.0% 513 +124 1.57% Q1 2026 Apr 27, 2026
ANCHYRA PARTNERS LLC History New 8,000 283 0.09% — 517 +8,000 New Q1 2026 Apr 17, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 8,000 283 0.03% 0.05% 514 -6,000 -42.86% Q1 2026 May 15, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 8,000 283 0.19% 0.18% 515 0 0.0% Q1 2026 Apr 30, 2026
Uniting Wealth Partners, LLC History No change 8,000 283 0.06% 0.08% 516 0 0.0% Q1 2026 Apr 22, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 7,900 279 0.09% 0.08% 518 0 0.0% Q1 2026 Apr 21, 2026
Cannon Advisors, Inc. History Reduced 7,817 277 0.21% 0.2% 519 -60 -0.76% Q1 2026 Apr 24, 2026
Sigma Planning Corp History Reduced 7,795 276 0.01% 0.01% 520 -665 -7.86% Q1 2026 May 04, 2026
Box Hill Private Wealth LLC History New 7,750 274 0.27% — 521 +7,750 New Q1 2026 Apr 03, 2026
Towneley Capital Management, Inc / DE History No change 7,510 266 0.06% 0.05% 522 0 0.0% Q1 2026 Apr 21, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 7,492 265 0.01% 0.01% 523 -1,237 -14.17% Q1 2026 May 01, 2026
Summit Financial Wealth Advisors, LLC History No change 8,000 264 0.04% 0.04% 524 0 0.0% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Reduced 7,442 263 0.01% 0.09% 525 -120,295 -94.17% Q1 2026 May 15, 2026
MANCHESTER FINANCIAL INC History No change 7,360 260 0.05% 0.05% 526 0 0.0% Q1 2026 Apr 23, 2026
BESSEMER GROUP INC History Added to 7,263 257 0.0% 0.0% 527 +677 10.28% Q1 2026 May 06, 2026
Fiduciary Alliance LLC History Reduced 7,031 255 0.02% 0.02% 529 -164 -2.28% Q1 2026 Apr 20, 2026
Coastwise Capital Group, LLC History No change 7,200 255 0.14% 0.12% 528 0 0.0% Q1 2026 May 07, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 7,191 254 0.03% 0.03% 530 0 0.0% Q1 2026 Apr 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 7,110 252 0.01% 0.01% 531 +226 3.28% Q1 2026 May 18, 2026
Outlook Wealth Advisors, LLC History No change 7,110 251 0.06% 0.05% 532 0 0.0% Q1 2026 Apr 17, 2026
Wealthspire Retirement, LLC History Added to 7,034 249 0.01% 0.01% 533 +464 7.06% Q1 2026 May 13, 2026
PROFESSIONAL ADVISORY SERVICES INC History New 7,000 248 0.03% — 537 +7,000 New Q1 2026 Apr 15, 2026
Vontobel Holding Ltd. History Reduced 7,000 248 0.0% 0.0% 536 -3,876 -35.64% Q1 2026 May 08, 2026
Redhawk Wealth Advisors, Inc. History Added to 7,019 248 0.03% 0.02% 535 +340 5.09% Q1 2026 Apr 15, 2026
KEATING INVESTMENT COUNSELORS INC History No change 7,010 248 0.06% 0.06% 534 0 0.0% Q1 2026 Apr 27, 2026
Caldwell Trust Co History No change 6,970 247 0.02% 0.02% 538 0 0.0% Q1 2026 Apr 22, 2026
Joseph P. Lucia & Associates, LLC History No change 6,955 246 0.09% 0.08% 539 0 0.0% Q1 2026 May 14, 2026
Portus Wealth Advisors, LLC History New 6,921 245 0.23% — 540 +6,921 New Q1 2026 Apr 22, 2026
Meredith Wealth Planning History New 6,890 244 0.07% — 542 +6,890 New Q1 2026 Apr 27, 2026
Principia Wealth Advisory, LLC History No change 7,390 244 0.15% 0.15% 541 0 0.0% Q4 2025 Feb 10, 2026
DV Trading LLC History Added to 6,800 240 0.01% 0.01% 543 +800 13.33% Q1 2026 May 15, 2026
PKS Advisory Services, LLC History New 6,700 237 0.06% — 544 +6,700 New Q1 2026 May 13, 2026
Advisors Capital Management, LLC History No change 6,635 235 0.0% 0.0% 545 0 0.0% Q1 2026 May 01, 2026
Summit Financial Strategies, Inc. History Added to 6,602 233 0.02% 0.02% 546 +330 5.26% Q1 2026 May 01, 2026
Hemenway Trust Co LLC History New 6,570 232 0.02% — 549 +6,570 New Q1 2026 May 07, 2026
Trust Point Inc. History Reduced 6,563 232 0.02% 0.02% 548 -550 -7.73% Q1 2026 Apr 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,536 232 0.0% 0.0% 547 0 0.0% Q1 2026 May 01, 2026
Ironwood Investment Counsel, LLC History No change 6,520 231 0.03% 0.03% 550 0 0.0% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History No change 6,500 230 0.01% 0.01% 551 0 0.0% Q1 2026 Apr 30, 2026
GWN SECURITIES INC. History New 6,455 228 0.04% — 552 +6,455 New Q1 2026 May 14, 2026
Sun Group Wealth Partners History New 6,412 227 0.18% — 553 +6,412 New Q1 2026 May 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 6,369 225 0.03% 0.02% 554 0 0.0% Q1 2026 Apr 07, 2026
PINNACLE ASSOCIATES LTD History No change 6,335 224 0.0% 0.0% 555 0 0.0% Q1 2026 Apr 21, 2026
Waldron Private Wealth LLC History New 6,300 223 0.01% — 556 +6,300 New Q1 2026 Apr 10, 2026
TCFG Investment Advisors, LLC History New 6,125 217 0.08% — 558 +6,125 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 6,125 217 0.08% 0.08% 557 0 0.0% Q1 2026 Apr 23, 2026
Birchwood Financial Partners, Inc. History New 6,095 216 0.21% — 560 +6,095 New Q1 2026 May 05, 2026
Midwest Trust Co History No change 6,110 216 0.0% 0.0% 559 0 0.0% Q1 2026 May 01, 2026
Pure Financial Advisors, LLC History No change 6,089 215 0.0% 0.0% 561 0 0.0% Q1 2026 Apr 10, 2026
OFC FINANCIAL PLANNING, LLC History No change 6,084 215 0.21% 0.19% 562 0 0.0% Q1 2026 May 06, 2026
CENTRAL BANK & TRUST CO History New 6,040 214 0.03% — 564 +6,040 New Q1 2026 Apr 07, 2026
Alternative Investment Advisors, LLC. History No change 6,065 214 0.09% 0.09% 563 0 0.0% Q1 2026 May 15, 2026
BAKER BOYER NATIONAL BANK History New 6,015 213 0.06% — 565 +6,015 New Q1 2026 Apr 27, 2026
Argyle Capital Partners, LLC History New 6,000 212 0.15% — 567 +6,000 New Q1 2026 May 07, 2026
RHS Financial, LLC History Reduced 6,010 212 0.1% 0.1% 566 -250 -3.99% Q1 2026 Apr 28, 2026
Modern Wealth Management, LLC History New 5,850 211 0.0% — 569 +5,850 New Q1 2026 May 14, 2026
SMITH, MOORE & CO. History Reduced 5,960 211 0.02% 0.02% 568 -200 -3.25% Q1 2026 May 05, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 5,908 209 0.01% 0.01% 570 -6,574 -52.67% Q1 2026 May 13, 2026
NDWM LLC History New 5,871 208 0.13% — 571 +5,871 New Q1 2026 Apr 24, 2026
CAPITAL ADVISORS INC/OK History New 5,861 207 0.0% — 572 +5,861 New Q1 2026 Apr 27, 2026
PFG Advisors History New 5,845 207 0.01% — 573 +5,845 New Q1 2026 May 05, 2026
1832 Asset Management L.P. History New 5,840 206 0.0% — 574 +5,840 New Q1 2026 May 14, 2026
Delta Investment Management, LLC History New 5,796 205 0.04% — 575 +5,796 New Q1 2026 May 12, 2026
Integrated Advisors Network LLC History New 5,715 202 0.01% — 576 +5,715 New Q1 2026 Apr 28, 2026
Marks Group Wealth Management, Inc History New 5,710 202 0.02% — 577 +5,710 New Q1 2026 May 05, 2026
Investmark Advisory Group LLC History New 5,680 201 0.09% — 578 +5,680 New Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History New 5,664 200 0.01% — 579 +5,664 New Q1 2026 Apr 30, 2026
Red Tortoise LLC History No change 5,600 198 0.08% 0.08% 580 0 0.0% Q1 2026 Apr 21, 2026
Evergreen Private Wealth LLC History No change 5,400 191 0.08% 0.07% 581 0 0.0% Q1 2026 Apr 28, 2026
Arlington Trust Co LLC History No change 5,206 184 0.02% 0.02% 582 0 0.0% Q1 2026 Apr 08, 2026
Community Financial Services Group, LLC History New 5,020 181 0.03% — 583 +5,020 New Q1 2026 Apr 08, 2026
PRIVATE TRUST CO NA History No change 5,000 177 0.02% 0.01% 584 0 0.0% Q1 2026 Apr 30, 2026
Colonial Trust Advisors History No change 5,000 177 0.01% 0.01% 585 0 0.0% Q1 2026 May 12, 2026
Nalls Sherbakoff Group, LLC History No change 5,226 172 0.12% 0.12% 586 0 0.0% Q4 2025 Mar 12, 2026
Medallion Wealth Advisors, LLC History No change 4,810 170 0.06% 0.05% 587 0 0.0% Q1 2026 Apr 24, 2026
Pacific Center for Financial Services History Reduced 4,705 166 0.04% 0.07% 588 -4,045 -46.23% Q1 2026 May 12, 2026
Root Financial Partners, LLC History New 3,995 141 0.01% — 589 +3,995 New Q1 2026 Apr 24, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,906 138 0.02% 0.01% 590 0 0.0% Q1 2026 May 11, 2026
WEBSTER BANK, N. A. History Added to 3,785 134 0.01% 0.0% 591 +3,200 547.01% Q1 2026 Apr 17, 2026
Smartleaf Asset Management LLC History No change 3,937 134 0.0% 0.0% 592 0 0.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 3,747 132 0.02% — 593 +3,747 New Q1 2026 May 15, 2026
Dogwood Wealth Management LLC History New 3,602 127 0.06% — 594 +3,602 New Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Added to 3,500 124 0.0% 0.0% 595 +1,000 40.0% Q1 2026 May 13, 2026
Purpose Unlimited Inc. History No change 3,300 116 0.0% 0.0% 596 0 0.0% Q1 2026 May 15, 2026
Blue Trust, Inc. History No change 3,254 115 0.0% 0.0% 597 0 0.0% Q1 2026 Apr 20, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 3,250 115 0.04% 0.03% 598 0 0.0% Q1 2026 May 15, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,200 113 0.02% 0.02% 599 0 0.0% Q1 2026 May 06, 2026
Salomon & Ludwin, LLC History Reduced 3,059 108 0.01% 0.01% 600 -191 -5.88% Q1 2026 May 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2,897 102 0.07% 0.06% 601 0 0.0% Q1 2026 May 13, 2026
First Command Advisory Services, Inc. History Reduced 2,812 99 0.0% 0.0% 602 -984 -25.92% Q1 2026 May 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,026 99 0.03% 0.03% 603 0 0.0% Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 2,700 95 0.01% 0.03% 604 -4,500 -62.5% Q1 2026 May 11, 2026
BlackRock, Inc. History Reduced 2,570 91 0.0% 0.0% 605 -1,003 -28.07% Q1 2026 May 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,400 85 0.0% 0.0% 606 0 0.0% Q1 2026 Apr 17, 2026
Legacy Wealth Managment, LLC/ID History Added to 2,271 80 0.04% 0.03% 607 +109 5.04% Q1 2026 May 07, 2026
NBC SECURITIES, INC. History No change 2,225 78 0.01% 0.01% 608 0 0.0% Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,177 77 0.01% 0.01% 609 0 0.0% Q1 2026 May 11, 2026
Wilkerson Advisory Group LLC History No change 2,198 77 0.03% 0.03% 610 0 0.0% Q1 2026 May 08, 2026
DiNuzzo Private Wealth, Inc. History No change 2,135 75 0.01% 0.01% 611 0 0.0% Q1 2026 Apr 08, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 2,075 73 0.03% 0.02% 612 +400 23.88% Q1 2026 May 05, 2026
Quent Capital, LLC History New 2,000 70 0.0% — 613 +2,000 New Q1 2026 Apr 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,950 69 0.04% 0.04% 614 0 0.0% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 1,800 63 0.0% 0.0% 615 +315 21.21% Q1 2026 May 14, 2026
Strategic Advocates LLC History No change 1,732 61 0.27% 0.01% 616 0 0.0% Q1 2026 May 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 1,701 60 0.0% 0.0% 617 +1,501 750.5% Q1 2026 May 11, 2026
Main Street Group, LTD History New 1,530 54 0.02% — 618 +1,530 New Q1 2026 May 06, 2026
Intelligent Financial Strategies History No change 1,518 53 0.03% 0.02% 619 0 0.0% Q1 2026 Apr 28, 2026
Bulwark Capital Corp History New 1,443 51 0.03% — 620 +1,443 New Q1 2026 Apr 07, 2026
EASTERN BANK History No change 1,434 50 0.0% 0.0% 621 0 0.0% Q1 2026 Apr 07, 2026
ASSETMARK, INC History Reduced 1,389 49 0.0% 0.0% 622 -363 -20.72% Q1 2026 May 06, 2026
Cheviot Value Management, LLC History Added to 1,365 48 0.0% 0.0% 623 +190 16.17% Q1 2026 May 12, 2026
Oakworth Capital, Inc. History New 1,338 47 0.0% — 625 +1,338 New Q1 2026 Apr 24, 2026
Missouri Trust & Investment Co History No change 1,350 47 0.01% 0.01% 624 0 0.0% Q1 2026 May 14, 2026
KELLEHER FINANCIAL ADVISORS History New 1,837 46 0.01% — 627 +1,837 New Q1 2026 May 08, 2026
Financial Management Professionals, Inc. History Added to 1,300 46 0.01% 0.0% 626 +200 18.18% Q1 2026 Apr 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,273 45 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 13, 2026
MTM Investment Management, LLC History No change 1,200 42 0.01% 0.01% 629 0 0.0% Q1 2026 May 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 1,162 41 0.01% 0.0% 630 +812 232.0% Q1 2026 Apr 06, 2026
Scarborough Advisors, LLC History Added to 1,151 40 0.0% 0.0% 631 +1,101 2202.0% Q1 2026 May 07, 2026
Tradewinds Capital Management, LLC History No change 1,088 38 0.01% 0.01% 632 0 0.0% Q1 2026 Apr 14, 2026
Trust Co History No change 1,099 38 0.0% 0.0% 633 0 0.0% Q1 2026 Apr 13, 2026
Gen-Wealth Partners Inc History New 1,037 36 0.01% — 636 +1,037 New Q1 2026 May 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,008 36 0.0% 0.0% 634 0 0.0% Q1 2026 Apr 13, 2026
Global Retirement Partners, LLC History No change 1,103 36 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History No change 1,000 35 0.01% 0.0% 637 0 0.0% Q1 2026 May 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,000 35 0.01% 0.01% 638 0 0.0% Q1 2026 May 01, 2026
MOTCO History New 978 34 0.0% — 639 +978 New Q1 2026 Apr 22, 2026
SWAN Capital LLC History No change 951 33 0.01% 0.01% 640 0 0.0% Q1 2026 May 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 903 32 0.0% 0.0% 641 0 0.0% Q1 2026 Apr 16, 2026
MATHER GROUP, LLC. History New 897 31 0.0% — 643 +897 New Q1 2026 Apr 13, 2026
JNBA Financial Advisors History Reduced 883 31 0.0% 0.0% 642 -177 -16.7% Q1 2026 Apr 22, 2026
Dunhill Financial, LLC History No change 850 30 0.01% 0.01% 644 0 0.0% Q1 2026 May 06, 2026
SageView Advisory Group, LLC History No change 900 29 0.0% 0.0% 645 0 0.0% Q4 2025 Feb 17, 2026
Bank of New Hampshire History No change 800 28 0.01% 0.01% 646 0 0.0% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Reduced 768 27 0.0% 0.01% 647 -14,503 -94.97% Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History Reduced 750 26 0.0% 0.0% 648 -750 -50.0% Q1 2026 May 13, 2026
Bank & Trust Co History No change 736 26 0.02% 0.02% 649 0 0.0% Q1 2026 Apr 13, 2026
Strategic Wealth Partners, Ltd. History No change 692 24 0.0% 0.0% 650 0 0.0% Q1 2026 May 12, 2026
Opal Wealth Advisors, LLC History New 672 23 0.01% — 651 +672 New Q1 2026 Apr 14, 2026
Costello Asset Management, INC History Added to 600 21 0.01% 0.01% 652 +100 20.0% Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History Added to 587 20 0.0% 0.0% 653 +300 104.53% Q1 2026 Apr 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 572 20 0.01% 0.01% 654 0 0.0% Q1 2026 Apr 27, 2026
Roxbury Financial LLC History Added to 544 19 0.02% 0.01% 655 +69 14.53% Q1 2026 Apr 17, 2026
Atlantic Union Bankshares Corp History New 515 18 0.0% — 656 +515 New Q1 2026 May 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 485 17 0.01% 0.01% 657 0 0.0% Q1 2026 May 15, 2026
Pacifica Partners Inc. History No change 500 17 0.01% 0.01% 658 0 0.0% Q1 2026 Apr 09, 2026
Kilter Group LLC History No change 482 17 0.01% 0.01% 659 0 0.0% Q1 2026 May 14, 2026
Silicon Valley Capital Partners History No change 475 16 0.0% 0.0% 660 0 0.0% Q1 2026 May 19, 2026
SHP Wealth Management History No change 400 14 0.0% 0.0% 661 0 0.0% Q1 2026 May 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 351 12 0.0% 0.0% 662 +109 45.04% Q1 2026 May 13, 2026
Reyes Financial Architecture, Inc. History New 307 10 0.01% — 664 +307 New Q1 2026 May 11, 2026
Physician Wealth Advisors, Inc. History No change 287 10 0.0% 0.0% 663 0 0.0% Q1 2026 Apr 24, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 264 9 0.0% — 665 +264 New Q1 2026 Apr 20, 2026
Caitlin John, LLC History Added to 250 8 0.0% 0.0% 667 +50 25.0% Q1 2026 May 13, 2026
BIRCHBROOK, INC. History Reduced 252 8 0.0% 0.0% 668 -32 -11.27% Q1 2026 Apr 08, 2026
BFSG, LLC History No change 250 8 0.0% 0.0% 666 0 0.0% Q1 2026 Apr 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 192 6 0.0% 0.0% 669 -422 -68.73% Q1 2026 May 11, 2026
DecisionPoint Financial, LLC History No change 150 5 0.0% 0.0% 670 0 0.0% Q1 2026 May 06, 2026
Morton Brown Family Wealth, LLC History Reduced 116 4 0.0% 0.0% 671 -143 -55.21% Q1 2026 Apr 20, 2026
American Capital Advisory, LLC History New 74 2 0.0% — 673 +74 New Q1 2026 Apr 29, 2026
Aviso Financial Inc. History New 65 2 0.0% — 674 +65 New Q1 2026 May 13, 2026
Strengthening Families & Communities, LLC History No change 70 2 0.0% 0.0% 672 0 0.0% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Reduced 44 1 0.0% 0.0% 675 -259 -85.48% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History New 39 1 0.0% — 679 +39 New Q1 2026 May 14, 2026
Triumph Capital Management History No change 50 1 0.0% 0.0% 676 0 0.0% Q1 2026 May 13, 2026
Key FInancial Inc History No change 46 1 0.0% 0.0% 677 0 0.0% Q1 2026 Apr 24, 2026
Paladin Advisory Group, LLC History No change 45 1 0.0% 0.0% 678 0 0.0% Q1 2026 Apr 30, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 — 2.54% — -6,058,832 -100.0% Q1 2026 May 15, 2026
Pekin Hardy Strauss, Inc. History Closed out 0 0 — 13.18% — -4,318,119 -100.0% Q1 2026 May 06, 2026
COHEN & STEERS, INC. History Closed out 0 0 — 0.03% — -522,155 -100.0% Q1 2026 May 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.03% — -374,029 -100.0% Q1 2026 May 12, 2026
Quilter Plc History Closed out 0 0 — 0.13% — -236,134 -100.0% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Closed out 0 0 — 0.0% — -129,406 -100.0% Q1 2026 Apr 22, 2026
True North Advisors, LLC History Closed out 0 0 — 0.13% — -30,659 -100.0% Q1 2026 May 07, 2026
Asset Allocation Strategies LLC History Closed out 0 0 — 0.11% — -17,875 -100.0% Q1 2026 Apr 22, 2026
McAlvany Wealth Management LLC History Closed out 0 0 — 0.6% — -17,055 -100.0% Q1 2026 May 06, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.02% — -16,072 -100.0% Q1 2026 May 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -14,835 -100.0% Q1 2026 Apr 29, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.01% — -12,600 -100.0% Q1 2026 May 13, 2026
Compound Global Advisors, LLC History Closed out 0 0 — 19.27% — -10,521 -100.0% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -10,000 -100.0% Q1 2026 May 15, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.13% — -10,000 -100.0% Q1 2026 May 12, 2026
Sovran Advisors, LLC History Closed out 0 0 — 0.03% — -9,586 -100.0% Q1 2026 May 01, 2026
ARS Wealth Advisors Group, LLC History Closed out 0 0 — 0.03% — -9,561 -100.0% Q1 2026 Apr 15, 2026
Rockwood Wealth Management, LLC History Closed out 0 0 — 0.02% — -8,958 -100.0% Q1 2026 Apr 29, 2026
Cushing Capital Partners, LLC History Closed out 0 0 — 0.21% — -8,712 -100.0% Q1 2026 Apr 20, 2026
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.06% — -8,654 -100.0% Q1 2026 May 13, 2026
Tranquilli Financial Advisor LLC History Closed out 0 0 — 0.15% — -8,000 -100.0% Q1 2026 May 11, 2026
Advyzon Investment Management, LLC History Closed out 0 0 — 0.03% — -7,112 -100.0% Q1 2026 May 12, 2026
Madrona Financial Services, LLC History Closed out 0 0 — 0.05% — -6,890 -100.0% Q1 2026 Apr 14, 2026
Avantax Planning Partners, Inc. History Closed out 0 0 — 0.01% — -6,658 -100.0% Q1 2026 May 04, 2026
J. Derek Lewis & Associates Inc. History Closed out 0 0 — 0.05% — -6,500 -100.0% Q1 2026 May 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.01% — -6,420 -100.0% Q1 2026 May 12, 2026
O'ROURKE & COMPANY, Inc History Closed out 0 0 — 0.08% — -6,417 -100.0% Q1 2026 May 14, 2026
ALEXANDER LABRUNERIE & CO., INC. History Closed out 0 0 — 0.07% — -6,232 -100.0% Q1 2026 May 18, 2026
Triton Wealth Management, PLLC History Closed out 0 0 — 0.08% — -5,519 -100.0% Q1 2026 May 01, 2026
Colonial Trust Co / SC History Closed out 0 0 — 0.02% — -3,624 -100.0% Q1 2026 May 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -2,186 -100.0% Q1 2026 Apr 28, 2026
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 — 0.0% — -2,172 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 — 0.01% — -1,600 -100.0% Q1 2026 May 01, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.0% — -1,000 -100.0% Q1 2026 May 01, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 — 0.01% — -453 -100.0% Q1 2026 May 11, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.0% — -441 -100.0% Q1 2026 May 12, 2026
Luminist Capital LLC History Closed out 0 0 — 0.02% — -400 -100.0% Q1 2026 Apr 24, 2026
Optiver Holding B.V. History Reduced 2 0 — 0.0% — -322 -99.38% Q1 2026 May 15, 2026
Lodestone Wealth Management LLC History Closed out 0 0 — 0.0% — -203 -100.0% Q1 2026 May 01, 2026
HAZLETT, BURT & WATSON, INC. History Closed out 0 0 — 0.0% — -84 -100.0% Q1 2026 May 14, 2026
Strive Financial Group ,LLC History Closed out 0 0 — — — -9 -100.0% Q1 2026 May 15, 2026
Activest Wealth Management History New 2 0 — — — +2 New Q1 2026 Apr 15, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 50 0 — — — 0 0.0% Q1 2026 May 01, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q1 2026 May 13, 2026