Shell plc - SHEL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Reduced 97,617,838 9,078,458 0.48% 0.37% 1 -793,442 -0.81% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 27,474,710 2,555,148 0.87% 0.68% 2 +331,925 1.22% Q1 2026 May 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 24,690,100 2,296,179 0.48% 0.37% 3 +999,345 4.22% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 10,568,968 982,915 0.11% 0.07% 4 +2,037,099 23.88% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 9,673,916 899,674 0.05% 0.04% 5 +124,893 1.31% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,562,727 703,333 0.05% 0.04% 6 -268,217 -3.43% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 7,322,962 681,035 0.17% 0.11% 7 +946,658 14.85% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 7,196,400 669,265 0.36% 8 +7,196,400 New Q1 2026 May 14, 2026
Mawer Investment Management Ltd. History Reduced 7,120,336 662,191 4.29% 3.32% 9 -954,753 -11.82% Q1 2026 May 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 6,363,355 591,792 0.11% 0.09% 10 -302,354 -4.54% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 6,146,649 571,638 1.76% 1.39% 11 -169,958 -2.69% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 5,838,251 542,957 0.09% 0.03% 12 +2,902,544 98.87% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 5,537,586 514,995 0.06% 0.05% 13 -287,344 -4.93% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 5,379,041 500,250 0.01% 0.01% 14 -2,146,105 -28.52% Q1 2026 May 13, 2026
EAGLE CAPITAL MANAGEMENT LLC History Reduced 5,308,706 493,709 1.66% 1.78% 15 -2,468,889 -31.74% Q1 2026 May 15, 2026
Optiver Holding B.V. History Added to 4,916,707 457,253 0.16% 0.12% 16 +644,343 15.08% Q1 2026 May 15, 2026
WGI DM, LLC History Reduced 4,247,478 395,015 39.52% 24.45% 17 -205,824 -4.62% Q1 2026 May 14, 2026
Orbis Allan Gray Ltd History Added to 4,113,710 382,575 1.61% 0.45% 18 +2,637,355 178.64% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 4,044,080 376,099 0.07% 0.05% 19 +159,012 4.09% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 3,862,524 359,214 0.13% 0.05% 20 +1,985,548 105.78% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Reduced 3,444,210 320,311 0.22% 0.16% 21 -171,010 -4.73% Q1 2026 May 06, 2026
NORTHERN TRUST CORP History Added to 3,323,896 309,122 0.04% 0.03% 22 +55,405 1.7% Q1 2026 May 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 3,196,449 297,269 0.97% 0.72% 23 -80,879 -2.47% Q1 2026 Apr 24, 2026
D. E. Shaw & Co., Inc. History Reduced 2,983,597 277,474 0.17% 0.28% 24 -3,979,334 -57.15% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,884,339 268,243 0.17% 0.07% 25 +1,161,435 67.41% Q1 2026 May 15, 2026
HARDING LOEVNER LP History Reduced 2,865,428 266,406 2.74% 1.96% 26 -163,936 -5.41% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 2,817,779 262,053 0.46% 0.37% 27 +42,880 1.55% Q1 2026 May 14, 2026
UBS Group AG History Added to 2,754,179 256,138 0.04% 0.03% 28 +484,776 21.36% Q1 2026 May 05, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 2,752,755 256,008 1.81% 1.46% 29 +135,338 5.17% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,581,408 240,070 0.03% 0.02% 30 +379,912 17.26% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 2,495,819 232,111 0.04% 0.03% 31 +263,672 11.81% Q1 2026 May 11, 2026
Standard Investments LLC History Reduced 2,450,000 227,850 12.46% 12.34% 32 -914,000 -27.17% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 2,392,174 221,850 0.01% 0.01% 33 +765,847 47.09% Q1 2026 May 13, 2026
PEAK6 LLC History Added to 2,251,500 209,389 0.49% 0.03% 34 +2,022,100 881.47% Q1 2026 May 13, 2026
MILFORD FUNDS LTD History Added to 2,209,496 205,483 4.31% 1.4% 35 +1,239,193 127.71% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,180,821 202,816 0.05% 0.04% 36 +188,962 9.49% Q1 2026 May 04, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,945,166 180,900 0.09% 0.06% 37 +380,935 24.35% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 1,870,650 173,971 0.16% 0.12% 38 +9,619 0.52% Q1 2026 May 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,858,028 172,796 0.14% 0.11% 39 0 0.0% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,711,045 159,124 0.05% 0.04% 40 +33,309 1.99% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 1,710,771 159,101 0.02% 0.02% 41 -393,527 -18.7% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,669,740 155,285 0.45% 0.33% 42 -13,767 -0.82% Q1 2026 May 15, 2026
Mondrian Investment Partners LTD History Reduced 1,610,398 149,767 2.24% 1.96% 43 -5,728 -0.35% Q1 2026 Apr 29, 2026
Tidal Investments LLC History Added to 1,542,364 143,162 0.3% 0.05% 44 +1,243,345 415.81% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 1,476,253 137,413 0.18% 45 +1,476,253 New Q1 2026 May 12, 2026
Nuveen, LLC History Reduced 1,447,942 134,658 0.04% 0.05% 46 -1,142,792 -44.11% Q1 2026 Apr 30, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,431,231 133,104 0.31% 0.48% 47 -1,058,416 -42.51% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Added to 1,343,300 124,926 0.24% 0.15% 48 +141,800 11.8% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Added to 1,266,971 117,828 0.14% 0.11% 49 +63,518 5.28% Q1 2026 May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 1,182,695 109,990 0.79% 0.61% 50 -16,959 -1.41% Q1 2026 May 15, 2026
Empyrean Capital Partners, LP History Reduced 1,141,700 106,178 3.46% 4.35% 51 -558,300 -32.84% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History Reduced 1,112,851 103,495 0.34% 0.42% 52 -733,330 -39.72% Q1 2026 May 14, 2026
EQUITY INVESTMENT CORP History Added to 1,074,823 99,958 1.96% 1.59% 53 +6,211 0.58% Q1 2026 May 04, 2026
First Eagle Investment Management, LLC History Added to 1,057,021 98,302 0.17% 0.11% 54 +183,449 21.0% Q1 2026 May 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,036,000 96,348 1.89% 1.38% 55 +75,143 7.82% Q1 2026 May 12, 2026
LPL Financial LLC History Added to 906,454 84,300 0.02% 0.02% 56 +63,873 7.58% Q1 2026 May 06, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 886,141 82,411 0.14% 0.01% 57 +801,361 945.22% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 872,376 81,131 0.11% 0.15% 58 -531,980 -37.88% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 1,066,794 78,388 0.13% 0.13% 59 0 0.0% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 840,678 78,183 0.09% 0.05% 60 +153,442 22.33% Q1 2026 May 15, 2026
Boston Partners History Added to 835,508 77,703 0.08% 0.06% 61 +64,434 8.36% Q1 2026 May 11, 2026
IMC-Chicago, LLC History Added to 831,300 77,310 0.03% 0.02% 62 +26,300 3.27% Q1 2026 May 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 822,970 76,536 0.11% 0.08% 63 -22,678 -2.68% Q1 2026 May 06, 2026
Walleye Trading LLC History Added to 811,200 75,441 0.13% 0.08% 64 +38,300 4.96% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History New 769,779 71,589 0.07% 65 +769,779 New Q1 2026 May 14, 2026
CITIGROUP INC History Added to 764,005 71,052 0.03% 0.01% 66 +382,036 100.02% Q1 2026 May 11, 2026
Energy Income Partners, LLC History Reduced 742,055 69,011 1.11% 1.33% 67 -256,688 -25.7% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 740,701 68,885 0.08% 0.01% 68 +635,620 604.89% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 740,238 68,842 0.04% 0.03% 69 -47,209 -6.0% Q1 2026 May 08, 2026
Capital Research Global Investors History Reduced 739,485 68,772 0.01% 0.01% 70 -34,426 -4.45% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 738,442 68,069 0.03% 0.01% 71 +518,778 236.17% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 702,086 65,294 0.07% 0.06% 72 +9,864 1.42% Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Added to 888,538 65,289 0.02% 0.02% 73 +79,280 9.8% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 691,916 64,348 0.01% 0.01% 74 -35,649 -4.9% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History Added to 687,600 63,946 0.04% 0.03% 75 +40,800 6.31% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 683,912 63,373 0.01% 0.01% 76 +248,544 57.09% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 670,690 62,374 0.48% 0.34% 77 +51,000 8.23% Q1 2026 May 04, 2026
American Assets Investment Management, LLC History No change 651,000 60,543 4.11% 3.3% 78 0 0.0% Q1 2026 May 11, 2026
Brandywine Global Investment Management, LLC History No change 781,017 57,389 0.38% 0.38% 79 0 0.0% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 605,646 56,307 0.04% 0.02% 80 +233,554 62.77% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Added to 589,505 54,823 0.01% 0.01% 81 +17,351 3.03% Q1 2026 May 05, 2026
Clark Capital Management Group, Inc. History New 574,262 53,406 0.33% 82 +574,262 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 562,073 52,272 0.1% 0.01% 83 +477,221 562.42% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 529,029 49,199 0.32% 0.15% 84 +8,082 1.55% Q1 2026 May 15, 2026
FAYEZ SAROFIM & CO History Reduced 526,094 48,926 0.13% 0.09% 85 -2,120 -0.4% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 521,338 48,484 0.03% 0.03% 86 -116,061 -18.21% Q1 2026 May 13, 2026
PENN DAVIS MCFARLAND INC History Reduced 497,080 46,228 4.52% 3.53% 87 -4,578 -0.91% Q1 2026 Apr 21, 2026
MILLENNIUM MANAGEMENT LLC History Added to 488,940 45,471 0.02% 0.01% 88 +40,645 9.07% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 480,000 44,640 0.07% 0.05% 89 +25,000 5.49% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 460,697 42,844 0.11% 0.08% 90 +117,687 34.31% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 459,060 42,692 0.01% 0.0% 91 +75,705 19.75% Q1 2026 May 15, 2026
Creative Planning History Added to 455,612 42,372 0.03% 0.02% 92 +32,780 7.75% Q1 2026 May 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 445,601 41,441 0.03% 0.06% 93 -508,213 -53.28% Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History Added to 432,646 40,236 0.52% 0.37% 94 +13,299 3.17% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 431,707 40,148 0.06% 0.04% 95 +16,517 3.98% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 430,132 40,004 0.04% 0.03% 96 +85,365 24.76% Q1 2026 May 13, 2026
CANTOR FITZGERALD, L. P. History New 421,562 39,817 0.59% 97 +421,562 New Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 422,877 39,327 0.18% 0.02% 98 +339,877 409.49% Q1 2026 May 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 417,809 38,856 0.84% 0.64% 99 +1,532 0.37% Q1 2026 Apr 30, 2026
Yaupon Capital Management LP History Reduced 411,760 38,293 1.2% 1.78% 100 -256,976 -38.43% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Reduced 404,175 37,588 0.25% 0.22% 101 -28,325 -6.55% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Added to 398,523 37,062 4.92% 2.21% 102 +76,702 23.83% Q1 2026 May 04, 2026
LMR Partners LLP History Added to 396,030 36,830 0.08% 0.0% 103 +367,630 1294.47% Q1 2026 May 15, 2026
Turas Capital Management LP History New 383,300 35,646 9.1% 104 +383,300 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 376,963 35,057 0.29% 0.35% 105 -205,969 -35.33% Q1 2026 May 11, 2026
Cetera Investment Advisers History Added to 357,388 33,237 0.04% 0.03% 106 +15,467 4.52% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 356,903 33,191 0.04% 0.03% 107 +9,917 2.86% Q1 2026 May 14, 2026
CIBC WORLD MARKET INC. History Added to 352,405 32,773 0.05% 0.04% 108 +6,831 1.98% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 356,929 32,705 0.05% 0.04% 109 -35,279 -8.99% Q1 2026 May 15, 2026
CSM Advisors, LLC History Reduced 349,210 32,475 0.8% 0.81% 110 -54,932 -13.59% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 345,902 32,168 0.02% 0.02% 111 +15,632 4.73% Q1 2026 May 07, 2026
Quantinno Capital Management LP History Added to 343,090 31,907 0.05% 0.04% 112 +48,730 16.55% Q1 2026 May 15, 2026
Hikari Power Ltd History No change 341,900 31,797 2.77% 1.98% 113 0 0.0% Q1 2026 Apr 29, 2026
Mariner, LLC History Reduced 340,514 31,665 0.04% 0.03% 114 -6,108 -1.76% Q1 2026 May 13, 2026
GUARDIAN CAPITAL LP History Added to 337,067 31,347 0.83% 0.71% 115 +11,937 3.67% Q1 2026 May 15, 2026
Thomasville National Bank History No change 417,243 30,659 1.9% 1.9% 116 0 0.0% Q4 2025 Jan 26, 2026
Harvest Portfolios Group Inc. History Added to 325,834 30,302 0.5% 0.4% 117 +14,611 4.69% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 324,000 30,132 0.13% 0.02% 118 +232,562 254.34% Q1 2026 May 13, 2026
TruWealth Advisors, LLC History Added to 322,819 30,022 1.44% 1.16% 119 +243 0.08% Q1 2026 Apr 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 316,050 29,392 0.15% 0.12% 120 +10,656 3.49% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Reduced 312,157 29,030 0.13% 0.27% 121 -691,420 -68.9% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 305,700 28,430 0.02% 0.0% 122 +288,400 1667.05% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 304,822 28,348 0.03% 0.02% 123 +22,534 7.98% Q1 2026 May 05, 2026
Cullen Capital Management, LLC History Reduced 299,034 27,810 0.29% 0.39% 124 -181,313 -37.75% Q1 2026 May 15, 2026
Willis Investment Counsel History Added to 277,520 25,809 1.41% 1.05% 125 +798 0.29% Q1 2026 May 05, 2026
Willis Johnson & Associates, Inc. History Added to 265,162 24,660 1.44% 1.2% 126 +493 0.19% Q1 2026 Apr 23, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 262,025 24,368 0.69% 0.56% 127 +652 0.25% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 261,425 24,312 0.03% 0.02% 128 +15,006 6.09% Q1 2026 Apr 27, 2026
Pinnacle Financial Partners, Inc. History Reduced 258,979 24,085 0.18% 0.15% 129 -5,455 -2.06% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 251,055 23,348 0.61% 0.08% 130 +207,842 480.97% Q1 2026 May 15, 2026
Americana Partners, LLC History Added to 245,707 22,850 0.59% 0.49% 131 +776 0.32% Q1 2026 May 12, 2026
GRANDFIELD & DODD, LLC History Reduced 244,719 22,758 1.28% 1.03% 132 -1,895 -0.77% Q1 2026 May 07, 2026
Douglas Lane & Associates, LLC History Reduced 238,420 22,173 0.32% 0.25% 133 -14,225 -5.63% Q1 2026 Apr 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 233,601 21,724 0.95% 0.74% 134 -4,710 -1.98% Q1 2026 May 08, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 232,742 21,645 0.85% 0.65% 135 -1,910 -0.81% Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Reduced 223,539 20,787 0.11% 0.09% 136 -7,515 -3.25% Q1 2026 Apr 15, 2026
Northwest & Ethical Investments L.P. History Added to 218,290 20,300 0.47% 0.34% 137 +12,684 6.17% Q1 2026 May 13, 2026
Aventail Capital Group, LP History Added to 213,033 19,812 0.95% 0.7% 138 +46,549 27.96% Q1 2026 May 15, 2026
SAPIENT CAPITAL LLC History Reduced 212,953 19,803 0.3% 0.24% 139 -19,507 -8.39% Q1 2026 Apr 08, 2026
COMMERCE BANK History Added to 212,562 19,768 0.1% 0.02% 140 +169,721 396.16% Q1 2026 May 11, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 211,587 19,677 2.02% 1.55% 141 +2,944 1.41% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 209,822 19,513 0.24% 0.13% 142 +56,003 36.41% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 201,048 18,697 0.19% 0.14% 143 +24,724 14.02% Q1 2026 Apr 27, 2026
Allied Investment Advisors, LLC History Added to 200,189 18,617 2.67% 2.23% 144 +3,737 1.9% Q1 2026 Apr 27, 2026
DEUTSCHE BANK AG\ History Added to 199,857 18,586 0.01% 0.0% 145 +145,276 266.17% Q1 2026 May 06, 2026
Quadrature Capital Ltd History Added to 199,250 18,530 0.22% 0.05% 146 +134,515 207.79% Q1 2026 May 15, 2026
SCS Capital Management LLC History Reduced 199,016 18,508 0.2% 0.16% 147 -3,447 -1.7% Q1 2026 May 11, 2026
M&T BANK CORP History Reduced 198,480 18,458 0.06% 0.05% 148 -3,438 -1.7% Q1 2026 May 12, 2026
1832 Asset Management L.P. History Added to 198,239 18,436 0.02% 0.01% 149 +30,393 18.11% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 189,372 17,609 0.02% 0.01% 150 +8,649 4.79% Q1 2026 May 14, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 189,292 17,604 0.52% 0.43% 151 -13,989 -6.88% Q1 2026 May 11, 2026
Focus Partners Wealth History Reduced 187,300 17,388 0.02% 0.02% 152 -35,986 -16.12% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 184,454 17,154 0.03% 0.03% 153 +3,824 2.12% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 182,712 16,992 0.09% 0.07% 154 +13,459 7.95% Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 177,351 16,493 0.02% 0.02% 155 -569,988 -76.27% Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Reduced 175,044 16,279 0.24% 0.36% 156 -165,058 -48.53% Q1 2026 May 11, 2026
TRUIST FINANCIAL CORP History Added to 173,322 16,118 0.02% 0.02% 157 +17,383 11.15% Q1 2026 Apr 27, 2026
Van Hulzen Asset Management, LLC History Reduced 173,203 16,107 1.2% 0.99% 158 -9,990 -5.45% Q1 2026 May 14, 2026
Vestmark Advisory Solutions, Inc. History Added to 168,008 15,624 0.17% 0.12% 159 +48,460 40.54% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 167,811 15,606 0.01% 0.0% 160 +79,658 90.36% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 210,700 15,482 0.03% 0.03% 161 0 0.0% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 164,042 15,255 0.33% 0.32% 162 -30,521 -15.69% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 163,812 15,234 0.48% 0.33% 163 +65,599 66.79% Q1 2026 Apr 29, 2026
Eldred Rock Partners, LLC History Reduced 163,522 15,207 3.87% 3.15% 164 -1,525 -0.92% Q1 2026 Apr 08, 2026
SG Americas Securities, LLC History Reduced 194,803 15,077 0.02% 0.03% 165 -855,113 -81.45% Q1 2026 Apr 16, 2026
Trek Financial, LLC History Added to 162,042 15,069 0.8% 0.02% 166 +157,134 3201.59% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History New 161,817 15,048 0.86% 167 +161,817 New Q1 2026 May 15, 2026
IBEX WEALTH ADVISORS History Added to 161,017 14,974 1.39% 1.1% 168 +7,490 4.88% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 160,166 14,895 0.0% 0.0% 169 +132,856 486.47% Q1 2026 May 13, 2026
VIKING FUND MANAGEMENT LLC History New 160,000 14,880 1.53% 170 +160,000 New Q1 2026 Apr 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 159,264 14,811 0.05% 171 +159,264 New Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 158,034 14,692 0.01% 0.0% 172 +141,376 848.7% Q1 2026 Apr 30, 2026
Cohen Klingenstein LLC History No change 157,098 14,610 0.47% 0.35% 173 0 0.0% Q1 2026 Apr 15, 2026
Edgemoor Investment Advisors, Inc. History Reduced 156,690 14,572 1.15% 0.9% 174 -811 -0.51% Q1 2026 May 13, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 155,348 14,447 0.88% 0.69% 175 -1,385 -0.88% Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History Reduced 153,945 14,316 0.09% 0.07% 176 -5,308 -3.33% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 153,313 14,261 0.02% 0.02% 177 -12,212 -7.38% Q1 2026 May 15, 2026
WOODSTOCK CORP History Added to 152,733 14,204 1.26% 0.92% 178 +7,050 4.84% Q1 2026 Apr 08, 2026
Capital International Investors History New 152,998 14,189 0.0% 179 +152,998 New Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 157,670 13,979 0.04% 0.03% 180 -50,149 -24.13% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 149,243 13,879 0.26% 0.2% 181 -308 -0.21% Q1 2026 Apr 13, 2026
NIXON PEABODY TRUST CO History Added to 146,808 13,653 1.09% 0.54% 182 +49,273 50.52% Q1 2026 Apr 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 143,860 13,378 0.2% 0.17% 183 -18,060 -11.15% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 142,423 13,004 0.03% 0.03% 184 -177,700 -55.51% Q1 2026 Apr 08, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 138,866 12,914 0.15% 0.14% 185 -19,256 -12.18% Q1 2026 Apr 23, 2026
Pathstone Holdings, LLC History Added to 138,280 12,860 0.05% 0.04% 186 +3,558 2.64% Q1 2026 May 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 137,720 12,807 0.13% 0.1% 187 -2,500 -1.78% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 137,366 12,775 0.03% 0.02% 188 +16,561 13.71% Q1 2026 Apr 30, 2026
Prospera Financial Services Inc History Reduced 137,297 12,770 0.21% 0.18% 189 -10,799 -7.29% Q1 2026 Apr 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 137,089 12,749 0.04% 0.03% 190 -7,906 -5.45% Q1 2026 May 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 135,562 12,607 0.02% 0.02% 191 -4,837 -3.45% Q1 2026 May 15, 2026
FineMark National Bank & Trust History No change 170,993 12,564 0.39% 0.39% 192 0 0.0% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History Added to 134,925 12,548 0.4% 0.31% 193 +3,545 2.7% Q1 2026 May 15, 2026
Euro Pacific Asset Management, LLC History Reduced 161,659 12,485 1.24% 1.29% 194 -1,117 -0.69% Q1 2026 May 06, 2026
DV EQUITIES, LLC History No change 168,104 12,352 2.22% 2.22% 195 0 0.0% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 131,391 12,219 0.28% 0.21% 196 +733 0.56% Q1 2026 May 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 129,867 12,077 0.17% 0.15% 197 -27,944 -17.71% Q1 2026 Apr 30, 2026
SIT INVESTMENT ASSOCIATES INC History No change 128,182 11,921 0.24% 0.19% 198 0 0.0% Q1 2026 May 13, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 125,062 11,601 0.36% 0.35% 199 -32,851 -20.8% Q1 2026 May 11, 2026
Huber Capital Management LLC History Reduced 117,330 10,911 1.69% 1.9% 200 -58,000 -33.08% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Added to 117,038 10,766 0.03% 0.04% 201 +35,896 44.24% Q1 2026 May 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 113,874 10,590 0.11% 0.1% 202 +5,053 4.64% Q1 2026 May 12, 2026
Shelter Mutual Insurance Co History No change 113,750 10,578 2.35% 1.86% 203 0 0.0% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History Reduced 111,663 10,384 0.02% 0.01% 204 -3,205 -2.79% Q1 2026 May 11, 2026
Curi Capital, LLC History Reduced 111,489 10,368 0.18% 0.16% 205 -15,405 -12.14% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 111,201 10,342 0.16% 0.09% 206 +28,363 34.24% Q1 2026 May 01, 2026
Cutler Capital Management, LLC History Reduced 110,701 10,295 2.78% 2.38% 207 -625 -0.56% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 110,524 10,278 0.01% 0.01% 208 -8,403 -7.07% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 110,482 10,275 0.04% 0.03% 209 +3,565 3.33% Q1 2026 Apr 30, 2026
GLENMEDE TRUST CO NA History No change 137,697 10,117 0.05% 0.05% 210 0 0.0% Q4 2025 Feb 17, 2026
Covalis Capital LLP History New 106,629 9,916 0.61% 211 +106,629 New Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 106,179 9,874 0.0% 0.0% 212 +103,155 3411.21% Q1 2026 May 14, 2026
AUGUSTINE ASSET MANAGEMENT INC History Added to 104,313 9,701 2.18% 1.53% 213 +295 0.28% Q1 2026 Apr 13, 2026
Life Cycle Investment Partners Ltd History Added to 103,183 9,596 0.06% 0.04% 214 +28,814 38.74% Q1 2026 May 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 102,495 9,532 0.03% 0.02% 215 +7,579 7.98% Q1 2026 Apr 24, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 102,383 9,521 0.34% 0.28% 216 +260 0.25% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 102,139 9,498 0.28% 0.22% 217 +1,457 1.45% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 100,176 9,316 0.07% 0.04% 218 +28,246 39.27% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 99,869 9,287 0.05% 0.04% 219 +8,285 9.05% Q1 2026 May 14, 2026
Eastover Investment Advisors LLC History Reduced 98,217 9,134 3.91% 3.28% 220 -3,261 -3.21% Q1 2026 Apr 08, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 97,658 9,082 0.67% 1.32% 221 -144,439 -59.66% Q1 2026 Apr 22, 2026
&PARTNERS History Added to 94,755 9,004 0.04% 0.03% 222 +10,323 12.23% Q1 2026 May 15, 2026
Foresight Global Investors, Inc. History Reduced 96,405 8,965 5.82% 5.67% 223 -67,455 -41.17% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Reduced 94,700 8,807 0.01% 0.01% 224 -11,600 -10.91% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 94,441 8,783 0.01% 0.0% 225 +22,108 30.56% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Added to 94,441 8,783 0.12% 0.06% 226 +22,108 30.56% Q1 2026 May 07, 2026
TOWNSQUARE CAPITAL LLC History Added to 94,305 8,770 1.98% 1.55% 227 +271 0.29% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 93,854 8,728 0.11% 0.09% 228 +937 1.01% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Added to 92,669 8,618 0.07% 0.04% 229 +13,712 17.37% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Added to 92,360 8,589 0.3% 0.01% 230 +88,918 2583.32% Q1 2026 May 14, 2026
Janney Capital Management LLC History No change 113,557 8,344 0.52% 0.52% 231 0 0.0% Q4 2025 Feb 11, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 89,640 8,336 1.06% 0.86% 232 0 0.0% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 87,175 8,107 0.1% 0.09% 233 -7,391 -7.82% Q1 2026 Apr 21, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 86,748 8,067 0.02% 0.01% 234 +13,093 17.78% Q1 2026 May 14, 2026
SouthState Bank Corp History Added to 85,098 7,914 0.37% 0.28% 235 +165 0.19% Q1 2026 May 05, 2026
CIBC WORLD MARKETS CORP History No change 107,700 7,913 0.04% 0.04% 236 0 0.0% Q4 2025 Feb 12, 2026
CI INVESTMENTS INC. History Reduced 84,875 7,893 0.04% 0.03% 237 -10,532 -11.04% Q1 2026 May 13, 2026
Integrated Quantitative Investments LLC History Added to 83,288 7,745 1.4% 0.93% 238 +24,575 41.86% Q1 2026 May 13, 2026
HORAN Wealth, LLC History Added to 83,302 7,618 0.72% 0.45% 239 +43,075 107.08% Q1 2026 May 08, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 81,314 7,562 0.23% 0.19% 240 -9,724 -10.68% Q1 2026 Apr 24, 2026
HENNESSY ADVISORS INC History Added to 81,200 7,551 0.27% 0.2% 241 +4,700 6.14% Q1 2026 Apr 21, 2026
FIFTH THIRD BANCORP History Reduced 81,138 7,545 0.01% 0.02% 242 -831 -1.01% Q1 2026 May 01, 2026
Claret Asset Management Corp History Reduced 80,035 7,443 0.89% 0.69% 243 -574 -0.71% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 79,868 7,427 0.13% 0.1% 244 +2,887 3.75% Q1 2026 Apr 20, 2026
Atlantic Union Bankshares Corp History Reduced 79,822 7,423 0.14% 0.14% 245 -22,392 -21.91% Q1 2026 May 12, 2026
Clearbridge Investments, LLC History Reduced 79,597 7,402 0.01% 0.0% 246 -1,616 -1.99% Q1 2026 May 13, 2026
Archford Capital Strategies, LLC History Added to 79,162 7,362 0.84% 0.46% 247 +25,669 47.99% Q1 2026 Apr 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 78,059 7,259 0.14% 0.23% 248 -63,759 -44.96% Q1 2026 Apr 27, 2026
RENAISSANCE GROUP LLC History Reduced 77,012 7,162 0.3% 0.23% 249 -1,933 -2.45% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 76,854 7,147 0.0% 0.0% 250 +43 0.06% Q1 2026 May 15, 2026
MAI Capital Management History Reduced 74,592 6,937 0.04% 0.03% 251 -77 -0.1% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 74,296 6,910 0.07% 0.01% 252 +60,850 452.55% Q1 2026 Apr 16, 2026
Baird Financial Group, Inc. History Reduced 73,233 6,810 0.01% 0.01% 253 -6,340 -7.97% Q1 2026 May 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,233 6,624 0.07% 0.05% 254 0 0.0% Q1 2026 May 05, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 70,427 6,549 0.14% 0.11% 255 -396 -0.56% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History No change 70,000 6,510 0.06% 0.05% 256 0 0.0% Q1 2026 May 12, 2026
Gradient Investments LLC History Added to 69,793 6,490 0.1% 0.03% 257 +43,398 164.42% Q1 2026 Apr 13, 2026
PITTENGER & ANDERSON INC History No change 69,115 6,427 0.26% 0.2% 258 0 0.0% Q1 2026 May 01, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 68,043 6,327 0.2% 0.15% 259 +2,384 3.63% Q1 2026 Apr 27, 2026
NEVILLE RODIE & SHAW INC History Reduced 67,975 6,322 0.46% 0.38% 260 -5,175 -7.07% Q1 2026 Apr 01, 2026
CIBC Asset Management Inc History Added to 67,749 6,300 0.02% 0.01% 261 +4,488 7.09% Q1 2026 May 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 67,537 6,280 0.11% 0.08% 262 +3,038 4.71% Q1 2026 Apr 21, 2026
IEQ CAPITAL, LLC History Reduced 66,892 6,220 0.03% 0.02% 263 -14,817 -18.13% Q1 2026 May 14, 2026
ADVOCATE GROUP LLC History Reduced 66,636 6,197 0.97% 0.79% 264 -189 -0.28% Q1 2026 Apr 13, 2026
Kimelman & Baird, LLC History No change 66,176 6,154 0.51% 0.37% 265 0 0.0% Q1 2026 May 13, 2026
Callodine Capital Management, LP History Reduced 66,000 6,138 0.43% 0.69% 266 -51,000 -43.59% Q1 2026 May 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 65,917 6,130 0.5% 0.37% 267 +542 0.83% Q1 2026 Apr 15, 2026
OLD MISSION CAPITAL LLC History New 65,681 6,108 0.1% 268 +65,681 New Q1 2026 May 15, 2026
INSPIRE TRUST CO, N.A. History No change 65,000 6,045 0.93% 0.78% 269 0 0.0% Q1 2026 May 11, 2026
Vident Advisory, LLC History Added to 63,597 5,914 0.05% 0.04% 270 +5,843 10.12% Q1 2026 May 14, 2026
Bleakley Financial Group, LLC History Reduced 63,582 5,913 0.09% 0.1% 271 -16,429 -20.53% Q1 2026 May 04, 2026
YHB Investment Advisors, Inc. History Reduced 62,853 5,845 0.42% 0.32% 272 -944 -1.48% Q1 2026 Apr 10, 2026
Caption Management, LLC History Reduced 61,900 5,756 0.03% 0.09% 273 -113,700 -64.75% Q1 2026 May 15, 2026
CWM, LLC History Reduced 61,089 5,681 0.01% 0.01% 274 -7,361 -10.75% Q1 2026 May 14, 2026
Gilman Hill Asset Management, LLC History Added to 61,041 5,676 0.86% 0.71% 275 +42 0.07% Q1 2026 Apr 08, 2026
Naviter Wealth, LLC History Added to 60,592 5,635 0.7% 0.55% 277 +2,755 4.76% Q1 2026 Apr 10, 2026
Brookmont Capital Management History Added to 60,601 5,635 3.16% 2.48% 276 +2,305 3.95% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 60,233 5,601 0.02% 0.01% 278 -1,098 -1.79% Q1 2026 May 08, 2026
Farringdon Capital, Ltd. History Added to 60,083 5,587 1.22% 0.76% 279 +17,711 41.8% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 59,828 5,564 0.15% 0.11% 280 -1,000 -1.64% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History Added to 59,684 5,550 0.07% 0.05% 281 +119 0.2% Q1 2026 May 15, 2026
Capital World Investors History Added to 59,330 5,502 0.0% 0.0% 282 +2,290 4.01% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 58,967 5,483 0.08% 0.06% 283 +1,400 2.43% Q1 2026 Apr 07, 2026
Atria Investments, Inc History Reduced 58,870 5,474 0.06% 0.05% 284 -1,515 -2.51% Q1 2026 May 05, 2026
Azimuth Capital Investment Management LLC History Reduced 58,620 5,451 0.21% 0.16% 285 -2,985 -4.85% Q1 2026 May 12, 2026
Drum Hill Capital, LLC History Reduced 58,378 5,429 4.99% 4.53% 286 -964 -1.62% Q1 2026 Apr 20, 2026
FIRST MANHATTAN CO. LLC. History Added to 57,667 5,363 0.01% 0.0% 287 +46,663 424.05% Q1 2026 May 15, 2026
Cardinal Capital Management History Added to 57,552 5,352 0.69% 0.56% 288 +78 0.14% Q1 2026 Apr 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 56,921 5,293 0.07% 0.05% 289 +257 0.45% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 56,682 5,271 0.06% 0.05% 290 +1,056 1.9% Q1 2026 Apr 20, 2026
DELTEC ASSET MANAGEMENT LLC History No change 56,471 5,251 0.96% 0.69% 291 0 0.0% Q1 2026 Apr 24, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 55,752 5,184 0.13% 0.11% 292 -2,698 -4.62% Q1 2026 Apr 07, 2026
DRW Securities, LLC History Reduced 55,033 5,118 0.07% 0.11% 293 -1,360 -2.41% Q1 2026 May 13, 2026
DODGE & COX History Reduced 54,994 5,114 0.0% 0.0% 294 -200 -0.36% Q1 2026 May 14, 2026
STEPHENS INC /AR/ History Reduced 54,835 5,099 0.06% 0.05% 295 -3,255 -5.6% Q1 2026 Apr 28, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 54,000 5,022 0.18% 0.25% 296 -46,700 -46.38% Q1 2026 May 06, 2026
Aviso Financial Inc. History Added to 53,995 5,021 0.18% 0.14% 297 +5,532 11.41% Q1 2026 May 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 53,654 4,984 0.12% 0.13% 298 -19,176 -26.33% Q1 2026 Apr 29, 2026
Ausdal Financial Partners, Inc. History Reduced 52,867 4,916 0.22% 0.21% 299 -7,365 -12.23% Q1 2026 May 12, 2026
XTX Topco Ltd History New 52,539 4,886 0.08% 300 +52,539 New Q1 2026 May 15, 2026
SPX Gestao de Recursos Ltda History New 52,300 4,863 0.4% 301 +52,300 New Q1 2026 May 06, 2026
CHICAGO TRUST Co NA History Added to 51,444 4,784 0.76% 0.56% 302 +2,850 5.86% Q1 2026 Apr 24, 2026
Fort Sheridan Advisors LLC History Reduced 51,131 4,755 0.57% 0.49% 303 -998 -1.91% Q1 2026 May 06, 2026
Farther Finance Advisors, LLC History Added to 51,552 4,744 0.04% 0.03% 304 +8,888 20.83% Q1 2026 Apr 07, 2026
Beacon Pointe Advisors, LLC History Added to 50,664 4,711 0.02% 0.02% 305 +18,939 59.7% Q1 2026 May 15, 2026
INTREPID FAMILY OFFICE LLC History No change 50,000 4,650 3.76% 3.17% 306 0 0.0% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 49,964 4,646 0.06% 0.05% 307 -4,304 -7.93% Q1 2026 May 13, 2026
HF Advisory Group, LLC History Added to 49,035 4,560 1.55% 1.18% 308 +3,084 6.71% Q1 2026 Apr 21, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 48,479 4,508 0.53% 309 +48,479 New Q1 2026 Apr 30, 2026
OPPENHEIMER & CO INC History Reduced 48,256 4,487 0.05% 0.05% 310 -2,586 -5.09% Q1 2026 Apr 23, 2026
Sequoia Financial Advisors, LLC History Added to 48,251 4,487 0.03% 0.02% 311 +1,796 3.87% Q1 2026 Apr 30, 2026
HB Wealth Management, LLC History Added to 48,106 4,473 0.03% 0.02% 312 +981 2.08% Q1 2026 Apr 27, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 60,243 4,426 0.29% 0.29% 313 0 0.0% Q4 2025 Jan 27, 2026
Stolper Co History Added to 34,169 4,400 1.25% 0.68% 314 +2,725 8.67% Q1 2026 Apr 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 47,120 4,382 0.49% 0.45% 315 -9,922 -17.39% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 46,870 4,359 0.01% 0.01% 316 +625 1.35% Q1 2026 May 15, 2026
Lido Advisors, LLC History Added to 46,774 4,350 0.01% 0.01% 317 +2,947 6.72% Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 46,564 4,330 0.02% 0.02% 318 -1,595 -3.31% Q1 2026 May 15, 2026
JCIC Asset Management Inc. History Added to 45,605 4,241 1.3% 0.99% 319 +1,654 3.76% Q1 2026 Apr 13, 2026
RHUMBLINE ADVISERS History Added to 45,537 4,234 0.0% 0.0% 320 +3,216 7.6% Q1 2026 May 12, 2026
BEDDOW CAPITAL MANAGEMENT INC History No change 57,076 4,194 1.58% 1.58% 321 0 0.0% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 44,817 4,167 0.01% 0.0% 322 -625 -1.38% Q1 2026 May 15, 2026
Hedges Asset Management LLC History No change 56,100 4,122 2.91% 2.91% 323 0 0.0% Q4 2025 Jan 27, 2026
REGIONS FINANCIAL CORP History Reduced 44,171 4,107 0.03% 0.02% 324 -7,162 -13.95% Q1 2026 May 05, 2026
Glass Wealth Management Co LLC History Reduced 44,108 4,102 1.59% 1.34% 325 -280 -0.63% Q1 2026 May 01, 2026
Advisory Services Network, LLC History Added to 42,963 3,995 0.05% 0.04% 326 +3,293 8.3% Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 42,479 3,950 0.1% 0.07% 327 +551 1.31% Q1 2026 May 11, 2026
Stamos Capital Partners, L.P. History Reduced 42,196 3,924 0.61% 1.27% 328 -65,384 -60.78% Q1 2026 May 13, 2026
Vise Technologies, Inc. History No change 53,245 3,912 0.08% 0.08% 329 0 0.0% Q1 2026 Apr 21, 2026
Palogic Value Management, L.P. History Reduced 41,618 3,870 1.63% 1.69% 330 -13,470 -24.45% Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 41,349 3,845 0.02% 0.02% 331 -538 -1.28% Q1 2026 May 15, 2026
DMKC Advisory Services, LLC History Added to 41,008 3,813 1.59% 1.26% 332 +2,021 5.18% Q1 2026 May 01, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 40,875 3,801 0.7% 0.5% 333 +2,442 6.35% Q1 2026 May 11, 2026
Ashton Thomas Private Wealth, LLC History Reduced 40,734 3,788 0.09% 0.12% 334 -24,469 -37.53% Q1 2026 May 11, 2026
Portside Wealth Group, LLC History Added to 40,362 3,753 0.51% 0.38% 335 +1,580 4.07% Q1 2026 May 12, 2026
Marble Harbor Investment Counsel, LLC History Added to 40,350 3,752 0.41% 0.31% 336 +250 0.62% Q1 2026 May 08, 2026
Integrated Wealth Concepts LLC History Added to 39,956 3,715 0.03% 0.03% 337 +7,494 23.09% Q1 2026 May 15, 2026
Arkadios Wealth Advisors History Reduced 39,934 3,713 0.06% 0.06% 338 -2,664 -6.25% Q1 2026 May 18, 2026
Clearstead Advisors, LLC History Added to 39,680 3,690 0.03% 0.02% 339 +16,675 72.48% Q1 2026 May 06, 2026
Florida Trust Wealth Management Co History Reduced 39,353 3,659 0.1% 0.08% 340 -2,395 -5.74% Q1 2026 May 14, 2026
Moors & Cabot, Inc. History Reduced 39,248 3,650 0.16% 0.13% 341 -1,252 -3.09% Q1 2026 May 08, 2026
Columbia Asset Management History Reduced 38,900 3,617 0.69% 0.52% 342 -990 -2.48% Q1 2026 Apr 20, 2026
Drexel Morgan & Co. History No change 38,544 3,584 0.53% 0.44% 343 0 0.0% Q1 2026 May 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 38,488 3,579 0.08% 0.05% 344 +24,972 184.76% Q1 2026 Apr 27, 2026
CULLEN/FROST BANKERS, INC. History Reduced 37,752 3,510 0.04% 0.03% 345 -3,094 -7.57% Q1 2026 May 05, 2026
NKCFO LLC History New 37,525 3,490 1.03% 346 +37,525 New Q1 2026 May 11, 2026
Compound Planning, Inc. History Reduced 37,509 3,488 0.11% 0.08% 347 -598 -1.57% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Added to 36,905 3,432 0.01% 0.01% 348 +7,929 27.36% Q1 2026 May 13, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 36,622 3,405 0.54% 0.42% 349 +85 0.23% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 36,576 3,401 0.02% 0.01% 350 -1,061 -2.82% Q1 2026 Apr 24, 2026
ASSETMARK, INC History Reduced 36,453 3,390 0.01% 0.01% 351 -49,866 -57.77% Q1 2026 May 06, 2026
Nelson Capital Management, LLC History Added to 36,049 3,352 0.41% 0.3% 352 +779 2.21% Q1 2026 May 06, 2026
Limestone Investment Advisors LP History No change 36,000 3,348 0.27% 0.25% 353 0 0.0% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 35,898 3,338 0.02% 0.01% 354 +2,952 8.96% Q1 2026 May 08, 2026
Great Lakes Retirement, Inc. History Reduced 35,665 3,317 0.34% 0.27% 355 -78 -0.22% Q1 2026 May 06, 2026
Westview Management dba Westview Investment Advisors History Reduced 35,503 3,301 1.72% 1.33% 356 -2,543 -6.68% Q1 2026 May 08, 2026
BANK OF NOVA SCOTIA TRUST CO History New 35,385 3,290 0.28% 357 +35,385 New Q1 2026 May 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 35,315 3,284 0.38% 0.29% 358 -807 -2.23% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 35,267 3,245 0.01% 0.0% 359 +7,883 28.79% Q1 2026 May 05, 2026
Rathbones Group PLC History Added to 34,605 3,218 0.01% 0.01% 360 +2,697 8.45% Q1 2026 May 12, 2026
Aaron Wealth Advisors LLC History Added to 34,471 3,205 0.18% 0.1% 361 +10,078 41.32% Q1 2026 Apr 21, 2026
Bollard Group LLC History Added to 34,272 3,187 0.09% 0.06% 362 +3,028 9.69% Q1 2026 May 14, 2026
apricus wealth, LLC History Added to 34,028 3,164 1.54% 1.26% 363 +418 1.24% Q1 2026 Apr 22, 2026
Summit Global Investments History Added to 33,475 3,113 0.18% 0.03% 364 +27,398 450.85% Q1 2026 May 07, 2026
Caldwell Trust Co History Added to 33,360 3,102 0.28% 0.2% 365 +1,979 6.31% Q1 2026 Apr 22, 2026
Baker Avenue Asset Management, LP History Reduced 33,078 3,076 0.07% 0.09% 366 -20,639 -38.42% Q1 2026 May 12, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 33,038 3,072 0.33% 0.25% 367 -7,480 -18.46% Q1 2026 May 13, 2026
BBR PARTNERS, LLC History No change 32,890 3,058 0.17% 0.13% 368 0 0.0% Q1 2026 May 12, 2026
WESBANCO BANK INC History Added to 32,794 3,049 0.08% 0.04% 369 +12,229 59.47% Q1 2026 Apr 21, 2026
Perpetual Ltd History Added to 32,726 3,043 0.05% 0.03% 370 +8,031 32.52% Q1 2026 Apr 14, 2026
Summit Trail Advisors, LLC History Added to 32,659 3,037 0.04% 0.01% 371 +20,938 178.64% Q1 2026 May 12, 2026
Obermeyer Wealth Partners History Reduced 32,627 3,034 0.14% 0.11% 372 -1,225 -3.62% Q1 2026 Apr 20, 2026
Galilei Investment Office LLP History No change 63,920 3,023 1.57% 1.11% 373 0 0.0% Q1 2026 May 13, 2026
KEMPNER CAPITAL MANAGEMENT INC. History No change 41,694 3,012 2.85% 2.85% 374 0 0.0% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Reduced 32,220 2,996 0.03% 0.06% 375 -995 -3.0% Q1 2026 May 12, 2026
South Dakota Investment Council History Reduced 32,167 2,992 0.06% 0.15% 376 -73,326 -69.51% Q1 2026 May 18, 2026
Sterling Capital Management LLC History Added to 32,126 2,987 0.06% 0.02% 377 +13,366 71.25% Q1 2026 Apr 22, 2026
REGATTA CAPITAL GROUP, LLC History Added to 31,758 2,953 0.45% 0.33% 378 +2,385 8.12% Q1 2026 Apr 15, 2026
Mill Capital Management, LLC History Reduced 31,662 2,944 0.22% 0.18% 379 -2,556 -7.47% Q1 2026 May 04, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 31,240 2,905 0.2% 0.16% 380 -363 -1.15% Q1 2026 Apr 28, 2026
Simmons Bank History Added to 31,046 2,887 0.19% 0.15% 381 +190 0.62% Q1 2026 Apr 23, 2026
Perigon Wealth Management, LLC History Added to 30,652 2,850 0.05% 0.04% 382 +604 2.01% Q1 2026 Apr 10, 2026
SEGALL BRYANT & HAMILL, LLC History No change 30,526 2,838 0.04% 0.03% 383 0 0.0% Q1 2026 May 22, 2026
Snowden Capital Advisors LLC History Added to 30,348 2,822 0.07% 0.06% 384 +189 0.63% Q1 2026 May 14, 2026
Connective Portfolio Management, LLC History No change 30,195 2,808 7.6% 4.0% 385 0 0.0% Q1 2026 Apr 16, 2026
J. Goldman & Co LP History New 30,000 2,790 0.08% 386 +30,000 New Q1 2026 May 15, 2026
Cannell & Spears LLC History No change 29,903 2,780 0.05% 0.04% 387 0 0.0% Q1 2026 May 15, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 29,750 2,766 0.5% 0.49% 388 -7,194 -19.47% Q1 2026 May 01, 2026
American Capital Advisory, LLC History Added to 29,571 2,750 1.11% 0.61% 389 +10,326 53.66% Q1 2026 Apr 29, 2026
Lester Murray Antman dba SimplyRich History Reduced 29,281 2,723 0.7% 0.56% 390 -78 -0.27% Q1 2026 May 01, 2026
Stratos Wealth Partners, LTD. History Added to 29,216 2,717 0.03% 0.02% 391 +4,548 18.44% Q1 2026 Apr 28, 2026
InvesTrust History Reduced 29,211 2,716 1.14% 0.83% 392 -167 -0.57% Q1 2026 Apr 07, 2026
Advisors Asset Management, Inc. History Reduced 29,177 2,713 0.05% 0.04% 393 -352 -1.19% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 28,960 2,693 0.01% 0.01% 394 -1,996 -6.45% Q1 2026 May 14, 2026
Dynasty Wealth Management, LLC History Reduced 28,334 2,635 0.02% 0.02% 395 -1,270 -4.29% Q1 2026 May 14, 2026
Bank OZK History Added to 28,333 2,634 0.93% 0.67% 396 +2,302 8.84% Q1 2026 May 13, 2026
BURNEY CO/ History Reduced 28,302 2,632 0.08% 0.07% 397 -1,749 -5.82% Q1 2026 Apr 29, 2026
Jefferies Financial Group Inc. History Reduced 28,055 2,609 0.02% 0.09% 398 -221,645 -88.76% Q1 2026 May 07, 2026
BAHL & GAYNOR INC History No change 28,050 2,608 0.01% 0.01% 399 0 0.0% Q1 2026 May 07, 2026
Cornerstone Select Advisors, LLC History Reduced 27,809 2,586 1.62% 1.43% 400 -304 -1.08% Q1 2026 May 13, 2026
Range Financial Group LLC History Added to 27,712 2,577 0.86% 0.7% 401 +2 0.01% Q1 2026 Apr 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 27,594 2,566 0.16% 0.13% 402 -1,165 -4.05% Q1 2026 May 14, 2026
Altrafin AG History No change 27,600 2,566 0.88% 0.64% 403 0 0.0% Q1 2026 Apr 14, 2026
FOREFRONT WEALTH MANAGEMENT INC. History No change 34,812 2,557 1.83% 1.83% 404 0 0.0% Q4 2025 Jan 23, 2026
Allworth Financial LP History Added to 27,218 2,531 0.01% 0.01% 405 +1,530 5.96% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 27,081 2,518 0.03% 0.03% 406 -8,028 -22.87% Q1 2026 Apr 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 26,864 2,498 0.03% 0.02% 408 -3,000 -10.05% Q1 2026 Apr 24, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 26,868 2,498 0.09% 0.07% 407 +612 2.33% Q1 2026 May 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 26,798 2,491 0.05% 0.03% 410 +2,926 12.26% Q1 2026 May 11, 2026
Wilmington Savings Fund Society, FSB History Reduced 26,786 2,491 0.06% 0.05% 409 -531 -1.94% Q1 2026 Apr 30, 2026
Howard Capital Management Inc. History Added to 26,671 2,480 0.04% 0.02% 411 +620 2.38% Q1 2026 May 05, 2026
Hartree Partners, LP History Added to 26,500 2,464 0.53% 0.56% 412 +5,500 26.19% Q1 2026 May 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 26,317 2,447 0.08% 0.06% 413 +341 1.31% Q1 2026 May 14, 2026
HOWE & RUSLING INC History Added to 26,276 2,443 0.16% 0.11% 414 +2,624 11.09% Q1 2026 Apr 28, 2026
COOKSON PEIRCE & CO INC History Added to 26,189 2,435 0.1% 0.07% 415 +2,492 10.52% Q1 2026 Apr 30, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 26,126 2,429 0.17% 0.14% 416 -355 -1.34% Q1 2026 May 12, 2026
Blue Trust, Inc. History Added to 26,082 2,425 0.03% 0.02% 417 +3,244 14.2% Q1 2026 Apr 20, 2026
World Investment Advisors History Added to 26,063 2,423 0.04% 0.03% 419 +2,009 8.35% Q1 2026 Apr 27, 2026
WATERS PARKERSON & CO., LLC History Reduced 26,056 2,423 0.12% 0.09% 418 -175 -0.67% Q1 2026 Apr 29, 2026
Sierra Capital LLC History Reduced 26,016 2,420 0.26% 0.23% 420 -3,272 -11.17% Q1 2026 May 15, 2026
Altman Advisors, Inc. History Reduced 25,900 2,408 1.0% 0.73% 421 -548 -2.07% Q1 2026 May 05, 2026
PCM Encore, LLC History Added to 25,870 2,405 0.49% 0.38% 422 +1,547 6.36% Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 25,616 2,382 0.02% 0.02% 423 -49,309 -65.81% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 25,527 2,373 0.13% 0.1% 424 +3,696 16.93% Q1 2026 Apr 16, 2026
ARS Wealth Advisors Group, LLC History Reduced 25,436 2,365 0.2% 0.17% 425 -940 -3.56% Q1 2026 Apr 15, 2026
Cherokee Insurance Co History No change 25,439 2,365 0.9% 0.76% 426 0 0.0% Q1 2026 Apr 28, 2026
Old Port Advisors History Added to 25,127 2,336 0.54% 0.41% 427 +2,449 10.8% Q1 2026 Apr 06, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 24,919 2,317 0.01% 0.0% 428 +8,497 51.74% Q1 2026 May 08, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 24,690 2,296 0.8% 0.73% 429 -2,739 -9.99% Q1 2026 Apr 15, 2026
REIK & CO., LLC History Reduced 24,572 2,285 0.63% 0.5% 430 -30 -0.12% Q1 2026 May 05, 2026
Savant Capital, LLC History Added to 24,491 2,277 0.01% 0.01% 431 +3,910 19.0% Q1 2026 May 04, 2026
Phoenix Financial Ltd. History No change 24,500 2,277 0.02% 0.02% 432 0 0.0% Q1 2026 May 11, 2026
Leo Wealth, LLC History Added to 24,477 2,276 0.17% 0.12% 433 +1,322 5.71% Q1 2026 May 05, 2026
Octavia Wealth Advisors, LLC History Reduced 24,204 2,250 0.22% 0.18% 435 -1,649 -6.38% Q1 2026 Apr 10, 2026
Cohen Capital Management, Inc. History No change 24,200 2,250 0.35% 0.27% 434 0 0.0% Q1 2026 Apr 14, 2026
Prosperity Consulting Group, LLC History Reduced 23,870 2,219 0.1% 0.08% 436 -1,270 -5.05% Q1 2026 May 05, 2026
Merit Financial Group, LLC History Added to 23,818 2,215 0.02% 0.01% 437 +736 3.19% Q1 2026 Apr 15, 2026
Avidian Wealth Enterprises, LLC History Added to 23,693 2,203 0.07% 0.06% 438 +527 2.27% Q1 2026 May 07, 2026
RWA WEALTH PARTNERS, LLC History Reduced 23,513 2,186 0.02% 0.02% 439 -1,049 -4.27% Q1 2026 May 13, 2026
Solstein Capital, LLC History Added to 23,456 2,181 0.9% 0.56% 441 +4,385 22.99% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History Reduced 23,459 2,181 0.23% 0.19% 440 -3,123 -11.75% Q1 2026 Apr 15, 2026
PARK NATIONAL CORP /OH/ History Reduced 23,386 2,174 0.07% 0.05% 442 -14 -0.06% Q1 2026 Apr 16, 2026
Mesirow Financial Investment Management, Inc. History Added to 23,305 2,167 0.04% 0.03% 443 +2,446 11.73% Q1 2026 Apr 21, 2026
MONTAG A & ASSOCIATES INC History Reduced 23,166 2,154 0.1% 0.08% 444 -395 -1.68% Q1 2026 Apr 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 23,153 2,153 0.03% 0.01% 445 +11,126 92.51% Q1 2026 May 13, 2026
Hilltop National Bank History Added to 22,999 2,138 0.51% 0.41% 446 +57 0.25% Q1 2026 Apr 02, 2026
TCTC Holdings, LLC History No change 22,975 2,136 0.06% 0.05% 447 0 0.0% Q1 2026 May 07, 2026
Kingsview Wealth Management, LLC History Added to 22,668 2,108 0.03% 0.02% 448 +3,914 20.87% Q1 2026 May 12, 2026
Game Creek Capital, LP History Reduced 22,500 2,092 0.7% 0.56% 449 -500 -2.17% Q1 2026 May 14, 2026
EXCALIBUR MANAGEMENT CORP History Added to 22,352 2,078 0.75% 0.59% 450 +121 0.54% Q1 2026 May 05, 2026
Parrish Capital LLC History Added to 22,184 2,063 1.84% 1.43% 451 +631 2.93% Q1 2026 Apr 28, 2026
RFG - Bristol Wealth Advisors, LLC History No change 22,158 2,060 0.56% 0.45% 452 0 0.0% Q1 2026 May 05, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 22,103 2,055 0.53% 453 +22,103 New Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 22,086 2,048 0.07% 0.06% 454 +754 3.53% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 22,011 2,047 0.01% 455 +22,011 New Q1 2026 May 14, 2026
BENJAMIN EDWARDS INC History Added to 21,965 2,042 0.02% 0.01% 456 +4,551 26.13% Q1 2026 May 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 21,862 2,033 0.02% 0.02% 457 -382 -1.72% Q1 2026 May 08, 2026
Herold Advisors, Inc. History Added to 21,822 2,029 0.45% 0.36% 458 +7 0.03% Q1 2026 May 14, 2026
Wellington Shields Capital Management, LLC History Reduced 21,658 2,014 0.3% 0.24% 459 -917 -4.06% Q1 2026 May 04, 2026
Recurrent Investment Advisors LLC History Added to 56,141 2,013 0.12% 0.11% 460 +2,500 4.66% Q1 2026 May 15, 2026
Garrett Wealth Advisory Group, LLC History Reduced 21,600 2,008 0.36% 0.31% 462 -488 -2.21% Q1 2026 Apr 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 21,596 2,008 0.11% 0.08% 461 -50 -0.23% Q1 2026 Apr 13, 2026
Gibbs Wealth Management History Added to 21,411 1,991 0.26% 0.15% 463 +12,812 148.99% Q1 2026 May 13, 2026
Baker Ellis Asset Management LLC History Reduced 21,393 1,989 0.24% 0.2% 464 -900 -4.04% Q1 2026 Apr 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 21,389 1,989 0.04% 0.03% 465 -332 -1.53% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Reduced 21,334 1,984 0.02% 0.01% 466 -733 -3.32% Q1 2026 May 01, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 21,216 1,973 0.32% 0.29% 467 +35 0.17% Q1 2026 May 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 21,210 1,972 0.03% 0.01% 468 +14,093 198.02% Q1 2026 May 15, 2026
SENTINEL TRUST CO LBA History No change 21,037 1,956 0.19% 0.15% 469 0 0.0% Q1 2026 May 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 20,977 1,950 0.1% 0.08% 470 0 0.0% Q1 2026 May 07, 2026
Checchi Capital Advisers, LLC History Reduced 20,959 1,949 0.1% 0.08% 471 -1,144 -5.18% Q1 2026 May 04, 2026
Red Spruce Capital, LLC History Added to 20,815 1,935 0.79% 0.61% 472 +129 0.62% Q1 2026 Apr 09, 2026
Victrix Investment Advisors History Added to 20,671 1,922 0.7% 0.57% 473 +790 3.97% Q1 2026 Apr 09, 2026
Parallel Advisors, LLC History Added to 20,581 1,914 0.03% 0.02% 474 +4,926 31.47% Q1 2026 May 07, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 20,545 1,910 0.96% 0.83% 475 -2,325 -10.17% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 20,452 1,902 0.09% 0.07% 476 -766 -3.61% Q1 2026 Apr 27, 2026
BTC Capital Management, Inc. History Reduced 20,368 1,894 0.13% 0.11% 477 -2,063 -9.2% Q1 2026 Apr 20, 2026
FOSTER & MOTLEY INC History Reduced 20,207 1,879 0.1% 0.09% 478 -1,707 -7.79% Q1 2026 Apr 21, 2026
Frank, Rimerman Advisors LLC History Added to 20,210 1,879 0.12% 0.09% 479 +314 1.58% Q1 2026 Apr 29, 2026
Barry Investment Advisors, LLC History Reduced 19,839 1,854 0.41% 0.32% 480 -34 -0.17% Q1 2026 Apr 23, 2026
Graham Capital Management, L.P. History New 19,860 1,846 0.04% 481 +19,860 New Q1 2026 May 15, 2026
Retirement Planning Group, LLC History New 19,804 1,841 0.06% 482 +19,804 New Q1 2026 May 04, 2026
Savvy Advisors, Inc. History Added to 19,743 1,836 0.05% 0.05% 483 +583 3.04% Q1 2026 May 11, 2026
RESOLUTE CAPITAL, LLC History Added to 19,647 1,827 0.74% 0.53% 484 +2,329 13.45% Q1 2026 May 12, 2026
Verdence Capital Advisors LLC History Added to 19,635 1,826 0.11% 0.04% 485 +9,773 99.1% Q1 2026 Apr 30, 2026
Israel Discount Bank of New York History Reduced 19,409 1,805 3.96% 3.88% 486 -15 -0.08% Q1 2026 Apr 06, 2026
denkapparat Operations GmbH History New 19,038 1,770 0.73% 487 +19,038 New Q1 2026 May 11, 2026
Abel Hall, LLC History Reduced 18,962 1,763 0.38% 0.37% 488 -2,817 -12.93% Q1 2026 Apr 28, 2026
Summit Financial, LLC History Added to 18,949 1,762 0.02% 0.02% 489 +437 2.36% Q1 2026 May 15, 2026
Manske Wealth Management History Reduced 18,905 1,758 0.49% 0.41% 490 -107 -0.56% Q1 2026 Apr 30, 2026
Coastal Bridge Advisors, LLC History Added to 18,826 1,750 0.12% 0.1% 491 +868 4.83% Q1 2026 May 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 18,804 1,748 0.17% 0.12% 492 +1,750 10.26% Q1 2026 Apr 09, 2026
Ipswich Investment Management Co., Inc. History Reduced 18,689 1,738 0.41% 0.33% 493 -720 -3.71% Q1 2026 Apr 10, 2026
Guardian Partners Inc. History Reduced 18,601 1,730 0.14% 0.12% 494 -53 -0.28% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 23,542 1,729 0.03% 0.03% 495 0 0.0% Q4 2025 Feb 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 18,569 1,726 0.07% 0.06% 496 0 0.0% Q1 2026 May 12, 2026
Unified Investment Management History Reduced 18,552 1,725 1.76% 1.38% 497 -251 -1.33% Q1 2026 Apr 29, 2026
CONTINENTAL ADVISORS LLC History Reduced 18,520 1,722 0.88% 1.13% 498 -18,000 -49.29% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Added to 18,306 1,702 0.33% 0.14% 499 +8,580 88.22% Q1 2026 May 12, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 18,228 1,695 0.92% 0.77% 500 -1,625 -8.19% Q1 2026 Apr 23, 2026
U S GLOBAL INVESTORS INC History Added to 18,000 1,674 0.2% 0.09% 501 +7,000 63.64% Q1 2026 May 01, 2026
WealthTrust Axiom LLC History Added to 17,972 1,671 0.41% 0.34% 502 +202 1.14% Q1 2026 May 11, 2026
Composition Wealth, LLC History Reduced 17,925 1,667 0.02% 0.02% 503 -2,172 -10.81% Q1 2026 Apr 08, 2026
XY Capital Ltd History New 17,922 1,666 1.65% 504 +17,922 New Q1 2026 May 12, 2026
GREENLEAF TRUST History Added to 17,830 1,658 0.02% 0.01% 505 +220 1.25% Q1 2026 Apr 27, 2026
IFP Advisors, Inc History Added to 17,823 1,657 0.03% 0.02% 506 +3,914 28.14% Q1 2026 Apr 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 17,769 1,652 0.01% 0.01% 507 -2,156 -10.82% Q1 2026 May 01, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 17,753 1,651 0.11% 0.1% 508 -24,337 -57.82% Q1 2026 Apr 16, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 17,665 1,642 0.02% 509 +17,665 New Q1 2026 May 01, 2026
Strategic Global Advisors, LLC History Added to 17,642 1,640 0.26% 0.19% 510 +916 5.48% Q1 2026 May 15, 2026
MATHER GROUP, LLC. History Reduced 17,624 1,639 0.02% 0.01% 511 -169 -0.95% Q1 2026 Apr 13, 2026
SHUFRO ROSE & CO LLC History No change 17,550 1,632 0.11% 0.09% 512 0 0.0% Q1 2026 May 15, 2026
Next Level Private LLC History Added to 17,491 1,626 0.37% 0.33% 513 +486 2.86% Q1 2026 Apr 23, 2026
Midwest Trust Co History Reduced 17,453 1,623 0.02% 0.02% 514 -1,539 -8.1% Q1 2026 May 01, 2026
BESSEMER GROUP INC History Added to 17,412 1,620 0.0% 0.0% 515 +4,208 31.87% Q1 2026 May 06, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 17,353 1,613 0.21% 0.16% 516 -241 -1.37% Q1 2026 Apr 09, 2026
Evelyn Partners Investment Management LLP History No change 17,297 1,608 0.04% 0.04% 517 0 0.0% Q1 2026 May 15, 2026
NICOLET BANKSHARES INC History New 17,287 1,604 0.06% 518 +17,287 New Q1 2026 May 14, 2026
EARNEST PARTNERS LLC History Reduced 17,076 1,588 0.01% 0.01% 519 -7,615 -30.84% Q1 2026 May 15, 2026
Nicholas Hoffman & Company, LLC. History Added to 16,870 1,568 0.04% 0.03% 520 +686 4.24% Q1 2026 Apr 29, 2026
Poehling Capital Management, INC. History Reduced 16,860 1,567 0.33% 0.26% 521 -241 -1.41% Q1 2026 Apr 21, 2026
Cresset Asset Management, LLC History Added to 16,822 1,564 0.01% 0.0% 522 +3,455 25.85% Q1 2026 May 15, 2026
Hilltop Holdings Inc. History Reduced 16,803 1,562 0.14% 0.1% 523 -5,176 -23.55% Q1 2026 May 14, 2026
Trust Point Inc. History Added to 16,793 1,561 0.14% 0.08% 524 +2,418 16.82% Q1 2026 Apr 15, 2026
Valeo Financial Advisors, LLC History Reduced 16,694 1,552 0.04% 0.04% 525 -5,453 -24.62% Q1 2026 May 08, 2026
HUB Investment Partners, LLC History Added to 16,687 1,551 0.04% 0.03% 526 +2,307 16.04% Q1 2026 May 15, 2026
PCB Capital LLC History Reduced 16,663 1,549 2.44% 1.98% 527 -107 -0.64% Q1 2026 Apr 29, 2026
F/m Investments LLC History Reduced 16,568 1,540 0.1% 0.09% 528 -15,001 -47.52% Q1 2026 May 11, 2026
Integrated Advisors Network LLC History Added to 16,538 1,538 0.08% 0.03% 529 +6,329 61.99% Q1 2026 Apr 28, 2026
LSV ASSET MANAGEMENT History No change 16,500 1,535 0.0% 0.0% 530 0 0.0% Q1 2026 May 11, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 16,435 1,528 0.02% 531 +16,435 New Q1 2026 Apr 01, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 16,326 1,518 0.03% 0.02% 532 +79 0.49% Q1 2026 May 07, 2026
Qtron Investments LLC History Added to 16,227 1,509 0.2% 0.15% 533 +9 0.06% Q1 2026 May 15, 2026
Glenview Trust Co History Reduced 16,194 1,506 0.02% 0.02% 534 -487 -2.92% Q1 2026 May 08, 2026
AlphaCore Capital LLC History Reduced 16,190 1,505 0.04% 0.03% 536 -2,614 -13.9% Q1 2026 May 15, 2026
AUXIER ASSET MANAGEMENT LLC History No change 16,188 1,505 0.22% 0.17% 535 0 0.0% Q1 2026 May 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 16,170 1,504 0.03% 0.02% 537 +150 0.94% Q1 2026 May 11, 2026
Centiva Capital, LP History New 16,169 1,503 0.01% 538 +16,169 New Q1 2026 May 14, 2026
Madison Asset Management, LLC History Added to 16,114 1,498 0.02% 0.01% 539 +1,185 7.94% Q1 2026 May 07, 2026
May Hill Capital, LLC History Added to 16,089 1,496 0.38% 0.27% 540 +2,299 16.67% Q1 2026 May 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 15,959 1,484 0.02% 0.02% 541 -40 -0.25% Q1 2026 May 08, 2026
CSS LLC/IL History Reduced 15,920 1,480 0.07% 0.08% 543 -8,812 -35.63% Q1 2026 May 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 16,059 1,480 0.01% 0.01% 542 +142 0.89% Q1 2026 Apr 13, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 15,924 1,480 0.3% 0.23% 544 0 0.0% Q1 2026 Apr 28, 2026
Chicago Capital, LLC History Reduced 15,901 1,478 0.04% 0.03% 545 -3,184 -16.68% Q1 2026 Apr 23, 2026
ASO GROUP Ltd History No change 15,890 1,478 0.62% 0.46% 546 0 0.0% Q1 2026 Apr 21, 2026
AE Wealth Management LLC History Added to 15,593 1,450 0.01% 0.01% 547 +380 2.5% Q1 2026 May 13, 2026
MidWestOne Financial Group, Inc. History No change 19,693 1,447 0.16% 0.16% 548 0 0.0% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 15,550 1,446 0.05% 0.04% 549 +513 3.41% Q1 2026 Apr 20, 2026
Diversified Trust Co History Added to 15,548 1,445 0.03% 0.01% 550 +5,410 53.36% Q1 2026 Apr 16, 2026
ABSHER WEALTH MANAGEMENT, LLC History Reduced 15,536 1,444 0.17% 0.23% 551 -10,748 -40.89% Q1 2026 May 04, 2026
Integrated Investment Consultants, LLC History No change 19,569 1,437 0.28% 0.28% 552 0 0.0% Q4 2025 Mar 03, 2026
HBK Sorce Advisory LLC History Added to 16,971 1,425 0.03% 0.03% 553 +317 1.9% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 15,176 1,411 0.05% 0.04% 554 -2,337 -13.34% Q1 2026 May 11, 2026
Ballentine Partners, LLC History Added to 15,024 1,397 0.02% 0.01% 555 +1,662 12.44% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 16,974 1,394 0.07% 0.05% 556 +2,556 17.73% Q1 2026 Apr 06, 2026
Texas Yale Capital Corp. History Reduced 14,923 1,387 0.04% 0.03% 557 -200 -1.32% Q1 2026 May 04, 2026
Gateway Wealth Partners, LLC History Added to 14,834 1,379 0.05% 0.04% 558 +10,283 225.95% Q1 2026 May 15, 2026
SWEENEY & MICHEL, LLC History Reduced 14,884 1,378 0.41% 0.36% 559 -188 -1.25% Q1 2026 Apr 16, 2026
Apollon Wealth Management, LLC History Added to 14,701 1,367 0.02% 0.02% 560 +1,213 8.99% Q1 2026 Apr 22, 2026
Great Diamond Partners, LLC History Added to 14,683 1,365 0.26% 0.2% 561 +745 5.35% Q1 2026 May 12, 2026
Cyndeo Wealth Partners, LLC History Added to 14,674 1,364 0.07% 0.06% 562 +57 0.39% Q1 2026 Apr 13, 2026
Vertrix Wealth Management, LLC History New 14,651 1,362 0.5% 563 +14,651 New Q1 2026 Apr 24, 2026
GFS Advisors, LLC History Reduced 25,000 1,357 0.17% 0.28% 564 -6,692 -21.12% Q1 2026 Apr 30, 2026
Miller Global Investments, LLC History Reduced 14,591 1,356 1.24% 0.99% 565 -297 -1.99% Q1 2026 Apr 06, 2026
AMERICAN FINANCIAL GROUP INC History No change 14,500 1,348 0.5% 0.39% 566 0 0.0% Q1 2026 May 13, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 14,490 1,347 0.25% 0.22% 567 -400 -2.69% Q1 2026 Apr 22, 2026
HANCOCK WHITNEY CORP History Added to 14,709 1,344 0.02% 0.02% 568 +2,775 23.25% Q1 2026 May 15, 2026
Independence Bank of Kentucky History Reduced 14,306 1,330 0.17% 0.13% 569 -175 -1.21% Q1 2026 Apr 30, 2026
EVOKE WEALTH, LLC History Added to 14,161 1,317 0.02% 0.02% 570 +786 5.88% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Added to 14,122 1,315 0.0% 0.0% 571 +729 5.44% Q1 2026 May 15, 2026
IHT Wealth Management, LLC History Added to 14,125 1,313 0.03% 0.02% 572 +495 3.63% Q1 2026 May 15, 2026
Crewe Advisors LLC History Reduced 14,125 1,313 0.11% 0.09% 573 -21 -0.15% Q1 2026 May 07, 2026
Lebenthal Global Advisors, LLC History Added to 14,010 1,302 0.19% 0.15% 574 +976 7.49% Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 13,993 1,301 0.03% 0.02% 575 +419 3.09% Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Reduced 13,945 1,296 0.08% 0.07% 576 -856 -5.78% Q1 2026 May 15, 2026
Emerald Investment Advisers, LLC History New 13,911 1,293 0.12% 578 +13,911 New Q1 2026 May 11, 2026
Aprio Wealth Management, LLC History Added to 13,913 1,293 0.07% 0.05% 577 +5,182 59.35% Q1 2026 May 11, 2026
LEE DANNER & BASS INC History No change 13,703 1,274 0.08% 0.07% 579 0 0.0% Q1 2026 Apr 28, 2026
Traynor Capital Management, Inc. History Added to 13,531 1,254 0.07% 0.05% 580 +35 0.26% Q1 2026 May 14, 2026
NORDEN GROUP LLC History Reduced 13,472 1,252 0.12% 0.1% 581 -295 -2.14% Q1 2026 Apr 15, 2026
Everstar Asset Management, LLC History Added to 13,296 1,236 0.66% 0.51% 582 +461 3.59% Q1 2026 Apr 16, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 13,273 1,234 0.1% 0.07% 583 +125 0.95% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Reduced 13,264 1,233 0.05% 0.03% 584 -2,064 -13.47% Q1 2026 Apr 24, 2026
Intrua Financial, LLC History Reduced 13,264 1,233 0.13% 0.11% 585 -876 -6.2% Q1 2026 Apr 23, 2026
EPG Wealth Management LLC History Added to 13,239 1,231 0.33% 0.26% 586 +280 2.16% Q1 2026 May 07, 2026
Rodgers Brothers Inc. History Reduced 13,200 1,227 0.14% 0.12% 587 -175 -1.31% Q1 2026 May 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 13,149 1,222 0.05% 0.04% 588 0 0.0% Q1 2026 Apr 14, 2026
Altshuler Shaham Ltd History Reduced 13,109 1,219 0.02% 0.02% 589 -1,491 -10.21% Q1 2026 May 18, 2026
Ethic Inc. History Added to 13,004 1,209 0.02% 0.01% 590 +995 8.29% Q1 2026 Apr 27, 2026
BECK MACK & OLIVER LLC History No change 12,947 1,204 0.02% 0.02% 591 0 0.0% Q1 2026 May 12, 2026
Family Manage LLC History Reduced 12,940 1,203 0.14% 0.65% 592 -57,561 -81.65% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 12,926 1,202 0.05% 0.04% 593 -155 -1.18% Q1 2026 Apr 30, 2026
WEDBUSH SECURITIES INC History Reduced 12,913 1,201 0.04% 0.03% 594 -1,745 -11.9% Q1 2026 Apr 21, 2026
Equitable Holdings, Inc. History Added to 15,441 1,197 0.01% 0.01% 595 +4,174 37.05% Q1 2026 May 15, 2026
SYON CAPITAL LLC History Added to 12,829 1,193 0.06% 0.04% 596 +1,230 10.6% Q1 2026 May 13, 2026
One Wealth Advisors, LLC History Added to 12,703 1,181 0.15% 0.11% 597 +223 1.79% Q1 2026 Apr 21, 2026
ClearAlpha Technologies LP History New 12,664 1,177 2.42% 599 +12,664 New Q1 2026 May 15, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 12,659 1,177 0.83% 0.68% 598 -185 -1.44% Q1 2026 May 15, 2026
SAGE RHINO CAPITAL LLC History Reduced 12,655 1,176 0.22% 0.18% 600 -149 -1.16% Q1 2026 Apr 28, 2026
OpenArc Corporate Advisory, LLC History Added to 12,636 1,175 0.02% 0.01% 601 +2,762 27.97% Q1 2026 May 11, 2026
Strait & Sound Wealth Management LLC History Added to 12,468 1,159 0.43% 0.34% 602 +179 1.46% Q1 2026 May 18, 2026
M Holdings Securities, Inc. History Added to 13,091 1,148 0.08% 0.07% 603 +355 2.79% Q1 2026 May 12, 2026
Capital Investment Advisors, LLC History Added to 12,338 1,147 0.02% 0.01% 604 +535 4.53% Q1 2026 Apr 17, 2026
GM Advisory Group, LLC History New 12,331 1,146 0.04% 606 +12,331 New Q1 2026 Apr 28, 2026
Hayek Kallen Investment Management History New 12,323 1,146 0.37% 605 +12,323 New Q1 2026 May 15, 2026
Chesley Taft & Associates LLC History Reduced 12,308 1,144 0.05% 0.04% 607 -500 -3.9% Q1 2026 Apr 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 12,287 1,142 0.02% 0.06% 608 -25,954 -67.87% Q1 2026 Apr 27, 2026
Dorsey & Whitney Trust CO LLC History Added to 12,264 1,140 0.06% 0.05% 609 +103 0.85% Q1 2026 May 14, 2026
INTRUST BANK NA History Added to 12,222 1,136 0.09% 0.07% 610 +858 7.55% Q1 2026 May 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 12,216 1,136 0.08% 0.07% 611 -849 -6.5% Q1 2026 May 06, 2026
Wealthcare Advisory Partners LLC History Reduced 12,098 1,125 0.02% 0.02% 612 -463 -3.69% Q1 2026 Apr 14, 2026
LEUTHOLD GROUP, LLC History New 11,991 1,115 0.12% 613 +11,991 New Q1 2026 May 06, 2026
HM PAYSON & CO History Reduced 11,980 1,114 0.02% 0.01% 614 -1,806 -13.1% Q1 2026 Apr 13, 2026
Avantra Family Wealth, Inc. History Reduced 11,868 1,103 0.82% 0.81% 615 -3,305 -21.78% Q1 2026 Apr 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 11,761 1,093 0.02% 0.01% 616 +601 5.39% Q1 2026 May 05, 2026
Net Worth Advisory Group History Reduced 11,762 1,093 0.23% 0.18% 617 -265 -2.2% Q1 2026 May 05, 2026
Gallacher Capital Management LLC History Added to 11,718 1,089 0.42% 0.31% 618 +846 7.78% Q1 2026 May 05, 2026
PDS Planning, Inc History Added to 11,709 1,088 0.07% 0.06% 619 +8 0.07% Q1 2026 Apr 21, 2026
SUMMITRY LLC History Added to 11,692 1,087 0.04% 0.04% 620 +184 1.6% Q1 2026 May 22, 2026
COWA, LLC History Reduced 11,646 1,083 0.29% 0.27% 621 -541 -4.44% Q1 2026 May 14, 2026
SCHULHOFF & CO INC History Added to 11,635 1,082 0.44% 0.36% 622 +13 0.11% Q1 2026 May 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 11,584 1,077 0.0% 624 +11,584 New Q1 2026 May 12, 2026
Fractal Investments LLC History Added to 11,588 1,077 0.13% 0.08% 623 +4,088 54.51% Q1 2026 Apr 13, 2026
Crescent Sterling, Ltd. History Reduced 11,570 1,076 1.04% 0.91% 625 -578 -4.76% Q1 2026 Apr 07, 2026
Aptus Capital Advisors, LLC History Added to 11,540 1,073 0.01% 0.0% 626 +2,593 28.98% Q1 2026 May 11, 2026
Mutual Advisors, LLC History Added to 11,534 1,072 0.02% 0.01% 627 +2,521 27.97% Q1 2026 May 01, 2026
Hudson Portfolio Management LLC History No change 11,472 1,066 0.9% 0.72% 628 0 0.0% Q1 2026 May 14, 2026
MOTCO History Reduced 11,431 1,063 0.1% 0.08% 629 -1,031 -8.27% Q1 2026 Apr 22, 2026
GUGGENHEIM CAPITAL LLC History Added to 11,340 1,054 0.01% 0.0% 631 +5,241 85.93% Q1 2026 May 15, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 11,336 1,054 0.04% 0.03% 630 0 0.0% Q1 2026 May 06, 2026
London & Capital Asset Management Ltd History Reduced 11,316 1,052 0.01% 0.01% 632 -3,460 -23.42% Q1 2026 May 15, 2026
MSH Capital Advisors LLC History Added to 11,317 1,052 0.22% 0.16% 633 +967 9.34% Q1 2026 May 08, 2026
CENTRAL TRUST Co History Reduced 11,205 1,042 0.02% 0.02% 634 -283 -2.46% Q1 2026 Apr 17, 2026
Wedmont Private Capital History Reduced 11,327 1,042 0.03% 0.03% 635 -108 -0.94% Q1 2026 Apr 09, 2026
INGALLS & SNYDER LLC History No change 11,197 1,041 0.04% 0.03% 636 0 0.0% Q1 2026 May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 11,135 1,035 0.05% 0.04% 637 +84 0.76% Q1 2026 Apr 28, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 11,100 1,032 0.14% 0.11% 638 0 0.0% Q1 2026 May 06, 2026
Glen Eagle Advisors, LLC History Reduced 11,080 1,030 0.14% 0.12% 639 -514 -4.43% Q1 2026 May 15, 2026
EQUITABLE TRUST CO History Reduced 11,060 1,028 0.05% 0.04% 640 -2,067 -15.75% Q1 2026 Apr 30, 2026
Versant Capital Management, Inc History Added to 11,053 1,027 0.1% 0.1% 641 +387 3.63% Q1 2026 Apr 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 10,986 1,018 0.06% 0.04% 642 -326 -2.88% Q1 2026 Apr 24, 2026
Joel Isaacson & Co., LLC History Reduced 10,891 1,012 0.03% 0.03% 643 -201 -1.81% Q1 2026 Apr 22, 2026
Meridian Wealth Management, LLC History Reduced 10,879 1,011 0.04% 0.03% 644 -479 -4.22% Q1 2026 May 06, 2026
Banco de Sabadell, S.A History Added to 10,835 1,009 0.67% 0.5% 645 +300 2.85% Q1 2026 May 08, 2026
Gratus Wealth Advisors, LLC History Reduced 10,825 1,006 0.15% 0.12% 646 -737 -6.37% Q1 2026 May 04, 2026
DENALI ADVISORS LLC History Reduced 10,753 1,000 0.11% 0.09% 647 -74 -0.68% Q1 2026 May 08, 2026
Fifth Third Wealth Advisors LLC History Added to 10,697 994 0.03% 0.03% 648 +3 0.03% Q1 2026 Apr 17, 2026
Finivi Inc. History Reduced 10,638 989 0.54% 0.47% 651 -326 -2.97% Q1 2026 Apr 10, 2026
NWAM LLC History Reduced 10,642 989 0.06% 0.04% 649 -268 -2.46% Q1 2026 May 04, 2026
CURA WEALTH ADVISORS, LLC History Reduced 10,636 989 0.44% 0.3% 650 -17 -0.16% Q1 2026 May 08, 2026
Smithfield Trust Co History No change 10,524 980 0.04% 0.03% 652 0 0.0% Q1 2026 May 08, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 10,521 978 0.02% 0.01% 653 -757 -6.71% Q1 2026 May 15, 2026
Alhambra Investment Management LLC History Reduced 10,449 971 0.45% 0.41% 654 -1,561 -13.0% Q1 2026 Apr 15, 2026
Dynamic Advisor Solutions LLC History Added to 10,395 966 0.03% 0.02% 655 +125 1.22% Q1 2026 Apr 08, 2026
CREDIT AGRICOLE S A History New 10,370 964 0.0% 656 +10,370 New Q1 2026 May 15, 2026
Fiduciary Alliance LLC History Reduced 10,709 962 0.06% 0.1% 657 -10,255 -48.92% Q1 2026 Apr 20, 2026
Linden Thomas Advisory Services, LLC History Added to 10,341 961 0.09% 0.07% 658 +438 4.42% Q1 2026 Apr 10, 2026
SMITH, MOORE & CO. History Reduced 10,285 956 0.07% 0.06% 659 -142 -1.36% Q1 2026 May 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 10,252 953 0.09% 0.07% 660 0 0.0% Q1 2026 Apr 15, 2026
Kathmere Capital Management, LLC History Reduced 10,244 952 0.06% 0.05% 662 -38 -0.37% Q1 2026 Apr 28, 2026
Shoker Investment Counsel, Inc. History Reduced 10,237 952 0.28% 0.22% 661 -16 -0.16% Q1 2026 May 11, 2026
Haverford Trust Co History Reduced 10,178 946 0.01% 0.01% 663 -1,091 -9.68% Q1 2026 May 11, 2026
OneDigital Investment Advisors LLC History Added to 10,162 945 0.01% 0.0% 664 +4,192 70.22% Q1 2026 May 08, 2026
Pingora Partners LLC History Reduced 10,170 945 0.56% 0.46% 665 -100 -0.97% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 10,102 939 0.01% 0.01% 666 -525 -4.94% Q1 2026 May 14, 2026
Main Street Financial Solutions, LLC History No change 12,737 935 0.07% 0.07% 667 0 0.0% Q4 2025 Feb 17, 2026
LOM Asset Management Ltd History No change 10,050 934 0.27% 0.21% 668 0 0.0% Q1 2026 May 05, 2026
Aull & Monroe Investment Management Corp History Reduced 10,021 931 0.43% 0.38% 669 -405 -3.88% Q1 2026 Apr 21, 2026
Landmark Wealth Management, LLC History New 10,000 930 0.25% 671 +10,000 New Q1 2026 Apr 29, 2026
Payne Capital LLC History No change 10,000 930 0.85% 0.75% 670 0 0.0% Q1 2026 Apr 20, 2026
Fiera Capital Corp History Added to 9,997 929 0.0% 0.0% 672 +925 10.2% Q1 2026 May 12, 2026
SALT Holding Corp. History No change 9,938 924 0.56% 0.57% 673 0 0.0% Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 10,333 918 0.02% 0.01% 674 +5,968 136.72% Q1 2026 May 01, 2026
Greenspring Advisors, LLC History Added to 9,813 912 0.06% 0.04% 675 +1,330 15.68% Q1 2026 May 04, 2026
W ADVISORS, LLC History No change 9,764 908 0.47% 0.36% 676 0 0.0% Q1 2026 Apr 29, 2026
Sigma Planning Corp History Reduced 9,656 898 0.02% 0.02% 677 -574 -5.61% Q1 2026 May 04, 2026
Pitcairn Wealth Advisors LLC History Added to 12,201 896 0.08% 0.06% 678 +2,641 27.63% Q1 2026 May 13, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 9,630 895 0.2% 0.18% 679 -5 -0.05% Q1 2026 May 11, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 9,566 889 0.27% 0.18% 681 +1,233 14.8% Q1 2026 Apr 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 9,568 889 0.02% 0.01% 680 +973 11.32% Q1 2026 Apr 15, 2026
Bright Futures Wealth Management, LLC. History Added to 9,549 888 0.61% 0.43% 682 +1,697 21.61% Q1 2026 Apr 15, 2026
Choate Investment Advisors History Reduced 9,542 887 0.02% 0.01% 683 -472 -4.71% Q1 2026 May 13, 2026
Arkos Global Advisors History No change 9,525 886 0.11% 0.09% 684 0 0.0% Q1 2026 May 13, 2026
Artesa Financial Group, LLC History Added to 9,518 885 0.84% 0.72% 685 +1 0.01% Q1 2026 Apr 21, 2026
PFG Advisors History Added to 9,487 882 0.04% 0.03% 686 +1,423 17.65% Q1 2026 May 05, 2026
NBC SECURITIES, INC. History Reduced 9,441 878 0.07% 0.05% 687 -111 -1.16% Q1 2026 Apr 14, 2026
Koshinski Asset Management, Inc. History Reduced 9,422 876 0.05% 0.05% 688 -2,212 -19.01% Q1 2026 Apr 27, 2026
Bryn Mawr Trust Advisors, LLC History Added to 9,404 874 0.04% 0.03% 690 +132 1.42% Q1 2026 May 04, 2026
Penbrook Management LLC History No change 9,400 874 0.66% 0.48% 689 0 0.0% Q1 2026 Apr 21, 2026
VeraBank, N.A. History Reduced 9,391 873 0.16% 0.13% 691 -183 -1.91% Q1 2026 May 11, 2026
NorthCoast Asset Management LLC History Reduced 9,345 869 0.02% 0.03% 692 -11,292 -54.72% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 9,272 862 0.0% 0.0% 693 -5,836 -38.63% Q1 2026 Apr 29, 2026
Pines Wealth Management, LLC History Reduced 9,270 862 0.28% 0.28% 694 -2,468 -21.03% Q1 2026 Apr 08, 2026
Frec Markets, Inc. History Added to 9,260 861 0.15% 0.15% 695 +2,477 36.52% Q1 2026 May 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 9,257 860 0.0% 0.0% 696 +1,053 12.84% Q1 2026 May 12, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 9,250 860 0.12% 0.1% 697 0 0.0% Q1 2026 Apr 08, 2026
Simplicity Wealth,LLC History Added to 9,189 854 0.05% 0.04% 698 +88 0.97% Q1 2026 Apr 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 9,058 842 0.03% 0.02% 699 -638 -6.58% Q1 2026 May 11, 2026
Focus Partners Advisor Solutions, LLC History Added to 9,052 841 0.01% 0.01% 700 +2,221 32.51% Q1 2026 May 13, 2026
Core Wealth Partners LLC History No change 9,049 841 0.39% 0.3% 701 0 0.0% Q1 2026 May 08, 2026
Rosenberg Matthew Hamilton History Reduced 9,010 837 0.17% 0.14% 702 -60 -0.66% Q1 2026 Apr 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 8,926 830 0.01% 0.0% 703 +5,356 150.03% Q1 2026 May 11, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 8,907 828 0.11% 0.09% 704 -700 -7.29% Q1 2026 Apr 27, 2026
Larson Financial Group LLC History Added to 8,883 826 0.03% 0.01% 705 +3,804 74.9% Q1 2026 May 15, 2026
Capula Management Ltd History New 8,800 818 0.01% 707 +8,800 New Q1 2026 May 14, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 8,802 818 0.05% 0.02% 706 +2,897 49.06% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 8,779 816 0.02% 0.02% 708 -500 -5.39% Q1 2026 Apr 23, 2026
Fruth Investment Management History Reduced 8,776 816 0.2% 0.18% 709 -70 -0.79% Q1 2026 Apr 21, 2026
180 WEALTH ADVISORS, LLC History Reduced 8,749 813 0.09% 0.07% 710 -150 -1.69% Q1 2026 May 01, 2026
Indivisible Partners History Added to 8,724 811 0.07% 0.06% 712 +1,444 19.84% Q1 2026 Apr 30, 2026
SHRIER WEALTH MANAGEMENT, LLC History Reduced 8,720 811 0.3% 0.28% 711 -905 -9.4% Q1 2026 Apr 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 8,705 809 0.01% 0.01% 713 -2,099 -19.43% Q1 2026 May 04, 2026
Henry James International Management Inc. History Added to 8,690 808 0.29% 0.2% 714 +4 0.05% Q1 2026 Apr 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 8,636 803 0.02% 0.02% 715 +436 5.32% Q1 2026 Apr 15, 2026
Old North State Trust, LLC History Added to 8,603 800 0.48% 0.34% 717 +746 9.49% Q1 2026 May 13, 2026
Radnor Capital Management, LLC History No change 8,610 800 0.12% 0.09% 716 0 0.0% Q1 2026 Apr 15, 2026
Centurion Wealth Management LLC History Reduced 8,579 797 0.18% 0.14% 718 -30 -0.35% Q1 2026 Apr 10, 2026
STOCK YARDS BANK & TRUST CO History Added to 8,566 796 0.02% 0.02% 719 +690 8.76% Q1 2026 Apr 24, 2026
Chemistry Wealth Management LLC History Added to 8,556 795 0.14% 0.12% 720 +17 0.2% Q1 2026 Apr 09, 2026
EverSource Wealth Advisors, LLC History Added to 8,530 793 0.02% 0.02% 721 +1,323 18.36% Q1 2026 May 15, 2026
Spire Wealth Management History Reduced 8,518 792 0.03% 0.02% 722 -59 -0.69% Q1 2026 Apr 22, 2026
HARMONY ASSET MANAGEMENT LLC History No change 8,507 791 0.24% 0.21% 723 0 0.0% Q1 2026 May 05, 2026
Legacy Wealth Asset Management, LLC History Added to 8,501 790 0.19% 0.15% 724 +53 0.63% Q1 2026 Apr 08, 2026
Roehl & Yi Investment Advisors, LLC History Added to 8,492 789 0.3% 0.21% 725 +1,366 19.17% Q1 2026 May 14, 2026
Plan A Wealth LLC History Added to 8,479 788 0.38% 0.3% 726 +51 0.61% Q1 2026 May 15, 2026
Ignite Planners, LLC History Added to 8,451 785 0.12% 0.1% 727 +18 0.21% Q1 2026 Apr 17, 2026
1900 WEALTH MANAGEMENT LLC History Added to 8,432 784 0.05% 0.04% 728 +56 0.67% Q1 2026 Apr 17, 2026
Larry Mathis Financial Planning, LLC History Reduced 8,430 783 0.7% 0.56% 729 -144 -1.68% Q1 2026 Apr 21, 2026
Inscription Capital, LLC History Added to 8,415 782 0.08% 0.06% 730 +19 0.23% Q1 2026 Apr 20, 2026
PHILADELPHIA TRUST CO History Added to 8,367 778 0.05% 0.04% 731 +17 0.2% Q1 2026 May 13, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 8,327 774 0.35% 0.29% 732 -450 -5.13% Q1 2026 Apr 24, 2026
Bridgewater Advisors Inc. History Reduced 9,088 771 0.05% 0.05% 733 -372 -3.93% Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History Added to 8,276 769 0.02% 0.01% 734 +66 0.8% Q1 2026 May 04, 2026
Pullen Investment Management, LLC History Added to 8,247 766 0.38% 0.32% 735 +30 0.37% Q1 2026 Apr 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 8,214 763 0.02% 0.01% 736 -273 -3.22% Q1 2026 Apr 21, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 8,212 763 0.18% 0.14% 737 0 0.0% Q1 2026 Apr 22, 2026
InTrack Investment Management Inc History Reduced 8,198 762 0.43% 0.4% 738 -1,668 -16.91% Q1 2026 Apr 06, 2026
Williams Jones Wealth Management, LLC. History Added to 8,166 759 0.01% 0.01% 740 +737 9.92% Q1 2026 May 05, 2026
NBT BANK N A /NY History Reduced 8,166 759 0.05% 0.04% 739 -32 -0.39% Q1 2026 Apr 28, 2026
Transamerica Financial Advisors, LLC History Added to 8,155 758 0.06% 0.03% 741 +2,817 52.77% Q1 2026 May 15, 2026
EADS & HEALD WEALTH MANAGEMENT History Added to 8,141 757 0.38% 0.24% 742 +1,465 21.94% Q1 2026 Apr 29, 2026
MAIRS & POWER INC History Added to 8,132 756 0.01% 0.01% 743 +628 8.37% Q1 2026 May 13, 2026
Jaffetilchin Investment Partners, LLC History Reduced 8,138 756 0.04% 0.04% 744 -197 -2.36% Q1 2026 May 13, 2026
XXI WEALTH, LLC History Added to 8,129 755 0.43% 0.28% 745 +1,846 29.38% Q1 2026 May 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,452 754 0.01% 0.01% 746 0 0.0% Q1 2026 May 06, 2026
National Philanthropic Trust History Added to 8,079 751 0.01% 0.01% 747 +28 0.35% Q1 2026 May 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 8,046 748 0.05% 0.0% 748 +7,573 1601.06% Q1 2026 May 08, 2026
Bayesian Capital Management, LP History New 8,043 747 0.91% 749 +8,043 New Q1 2026 May 15, 2026
Empower Advisory Group, LLC History Added to 8,032 746 0.0% 0.0% 750 +458 6.05% Q1 2026 May 14, 2026
R.H. Dinel Investment Counsel, Inc. History No change 8,015 745 0.6% 0.43% 751 0 0.0% Q1 2026 Apr 14, 2026
Fielder Capital Group LLC History Added to 8,005 744 0.16% 0.12% 752 +590 7.96% Q1 2026 May 12, 2026
Bruce G. Allen Investments, LLC History Added to 7,983 742 0.49% 0.39% 753 +69 0.87% Q1 2026 May 08, 2026
Orion Investment Co History No change 7,989 742 0.24% 0.18% 754 0 0.0% Q1 2026 May 12, 2026
Aries Wealth Management History Reduced 7,962 740 0.16% 0.13% 755 -35 -0.44% Q1 2026 May 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 7,940 738 0.23% 0.18% 756 +587 7.98% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Reduced 7,926 737 0.07% 0.05% 757 -322 -3.9% Q1 2026 Apr 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 7,906 735 0.03% 0.02% 758 0 0.0% Q1 2026 May 07, 2026
Ascent Group, LLC History Added to 7,903 734 0.03% 0.02% 759 +1,824 30.0% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 7,888 733 0.01% 0.0% 760 +4,185 113.02% Q1 2026 May 14, 2026
Clarius Group, LLC History No change 9,969 732 0.04% 0.04% 761 0 0.0% Q4 2025 Jan 14, 2026
Twin Tree Management, LP History Reduced 7,864 731 0.02% 0.01% 762 -3,536 -31.02% Q1 2026 May 14, 2026
Douglass Winthrop Advisors, LLC History No change 7,852 730 0.01% 0.01% 763 0 0.0% Q1 2026 May 13, 2026
Bellevue Group AG History New 7,844 729 0.02% 764 +7,844 New Q1 2026 May 14, 2026
Vann Equity Management LLC History New 7,820 727 0.52% 765 +7,820 New Q1 2026 May 08, 2026
Icon Wealth Advisors, LLC History Added to 8,140 723 0.05% 0.02% 767 +3,208 65.04% Q1 2026 May 12, 2026
GW HENSSLER & ASSOCIATES LTD History No change 7,781 723 0.03% 0.03% 766 0 0.0% Q1 2026 May 15, 2026
BOSTON FAMILY OFFICE LLC History Reduced 7,759 722 0.05% 0.04% 768 -610 -7.29% Q1 2026 May 13, 2026
WELCH & FORBES LLC History Reduced 7,753 721 0.01% 0.01% 769 -83 -1.06% Q1 2026 May 01, 2026
Probity Advisors, Inc. History Added to 7,758 721 0.11% 0.09% 770 +17 0.22% Q1 2026 Apr 28, 2026
Busey Bank History Reduced 7,747 720 0.02% 0.02% 771 -4,592 -37.22% Q1 2026 Apr 28, 2026
Gotham Asset Management, LLC History Reduced 7,668 713 0.0% 0.0% 772 -10 -0.13% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Reduced 7,731 712 0.04% 0.03% 773 -200 -2.52% Q1 2026 May 12, 2026
Principle Wealth Partners LLC History Reduced 7,640 710 0.04% 0.03% 774 -360 -4.5% Q1 2026 May 07, 2026
AMG National Trust Bank History Added to 7,619 708 0.02% 0.01% 776 +1,395 22.41% Q1 2026 May 04, 2026
Estabrook Capital Management History No change 7,615 708 0.1% 0.08% 775 0 0.0% Q1 2026 May 14, 2026
DMC Group, LLC History Reduced 7,609 707 0.48% 0.38% 777 -84 -1.09% Q1 2026 Apr 30, 2026
SCP Investment, LP History Reduced 7,600 706 0.78% 1.6% 778 -19,000 -71.43% Q1 2026 May 12, 2026
GC Wealth Management RIA, LLC History Reduced 7,547 701 0.03% 0.02% 779 -1,663 -18.06% Q1 2026 May 14, 2026
Resonant Capital Advisors, LLC History Added to 7,535 700 0.04% 0.02% 780 +2,347 45.24% Q1 2026 Apr 29, 2026
Marks Group Wealth Management, Inc History Added to 7,516 699 0.07% 0.04% 782 +1,357 22.03% Q1 2026 May 05, 2026
Mattern Wealth Management LLC History No change 7,520 699 0.14% 0.11% 781 0 0.0% Q1 2026 Apr 23, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 7,501 697 0.0% 0.01% 783 -40,750 -84.45% Q1 2026 May 13, 2026
First National Bank of Hutchinson History Added to 7,498 697 0.45% 0.3% 784 +547 7.87% Q1 2026 May 04, 2026
Evernest Financial Advisors, LLC History No change 8,006 695 0.14% 0.13% 785 0 0.0% Q1 2026 May 04, 2026
ALBERT D MASON INC History Reduced 7,471 694 0.45% 0.37% 786 -185 -2.42% Q1 2026 Apr 15, 2026
Sendero Wealth Management, LLC History Reduced 7,441 692 0.08% 0.09% 787 -3,322 -30.87% Q1 2026 Apr 22, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 7,432 691 0.03% 0.03% 789 -1,194 -13.84% Q1 2026 May 11, 2026
FOCUSED ALPHA, LLC History Added to 7,436 691 0.21% 0.16% 788 +2 0.03% Q1 2026 May 12, 2026
West Family Investments, Inc. History Reduced 7,408 688 0.24% 0.36% 791 -13,314 -64.25% Q1 2026 May 07, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 7,398 688 0.08% 0.06% 790 -23 -0.31% Q1 2026 Apr 24, 2026
Beverly Hills Private Wealth, LLC History Reduced 7,393 687 0.11% 0.09% 792 -70 -0.94% Q1 2026 May 01, 2026
DEARBORN PARTNERS LLC History Reduced 7,369 685 0.04% 0.03% 793 -325 -4.22% Q1 2026 May 12, 2026
Councilmark Asset Management, LLC History No change 7,355 684 0.39% 0.3% 794 0 0.0% Q1 2026 May 12, 2026
Plancorp, LLC History No change 7,413 683 0.02% 0.02% 795 0 0.0% Q1 2026 Apr 14, 2026
Bogart Wealth, LLC History Reduced 7,265 675 0.03% 0.02% 796 -271 -3.6% Q1 2026 Apr 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 7,257 674 0.03% 0.01% 797 +3,672 102.43% Q1 2026 Apr 15, 2026
KW WEALTH MANAGEMENT LLC History No change 9,168 673 1.02% 1.02% 798 0 0.0% Q4 2025 Feb 25, 2026
Investment Research Partners LLC History Reduced 7,233 672 0.27% 0.25% 799 -582 -7.45% Q1 2026 Apr 29, 2026
Global Trust Asset Management, LLC History No change 7,225 671 0.26% 0.21% 800 0 0.0% Q1 2026 Apr 23, 2026
Sovran Advisors, LLC History Added to 7,389 669 0.05% 0.03% 803 +2,378 47.46% Q1 2026 May 01, 2026
AlTi Global, Inc. History Reduced 7,200 669 0.01% 0.01% 802 -2,198 -23.39% Q1 2026 May 07, 2026
Clearstead Trust, LLC History Reduced 7,199 669 0.11% 0.09% 801 -710 -8.98% Q1 2026 May 06, 2026
Investors Research Corp History Reduced 7,163 666 0.13% 0.14% 804 -2,944 -29.13% Q1 2026 Apr 03, 2026
Crestwood Advisors Group, LLC History Added to 7,151 665 0.01% 0.01% 805 +648 9.96% Q1 2026 May 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 7,112 661 0.0% 0.0% 807 -432 -5.73% Q1 2026 May 14, 2026
UMB Bank, n.a. History Reduced 7,109 661 0.01% 0.01% 806 -161 -2.21% Q1 2026 May 11, 2026
WEALTH ALLIANCE, LLC History Reduced 7,100 660 0.07% 0.07% 809 -2,770 -28.06% Q1 2026 May 14, 2026
EASTERN BANK History Added to 7,097 660 0.01% 0.01% 808 +394 5.88% Q1 2026 Apr 07, 2026
JANUS HENDERSON GROUP PLC History No change 7,081 658 0.0% 0.0% 810 0 0.0% Q1 2026 May 18, 2026
Select Asset Management & Trust History No change 7,074 658 0.21% 0.16% 811 0 0.0% Q1 2026 May 14, 2026
Greystone Financial Group, LLC History Reduced 7,059 656 0.19% 0.28% 812 -17,222 -70.93% Q1 2026 Apr 24, 2026
BKM Wealth Management, LLC History Reduced 7,057 656 0.24% 0.19% 813 -73 -1.02% Q1 2026 Apr 22, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 6,980 649 0.14% 0.1% 814 -108 -1.52% Q1 2026 Apr 13, 2026
Argent Trust Co History Added to 6,968 648 0.02% 0.01% 816 +1,065 18.04% Q1 2026 May 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,973 648 0.04% 0.03% 815 0 0.0% Q1 2026 May 05, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 6,933 644 0.21% 0.18% 818 -685 -8.99% Q1 2026 Apr 22, 2026
Seed Wealth Management, Inc. History No change 6,927 644 0.44% 0.35% 817 0 0.0% Q1 2026 Apr 08, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 6,923 643 0.08% 0.07% 819 0 0.0% Q1 2026 Apr 16, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Reduced 6,885 640 0.1% 0.08% 821 -300 -4.18% Q1 2026 May 04, 2026
FARMERS TRUST CO History Reduced 6,885 640 0.1% 0.08% 820 -107 -1.53% Q1 2026 Apr 07, 2026
Pure Financial Advisors, LLC History Added to 6,845 636 0.01% 0.01% 822 +1,327 24.05% Q1 2026 Apr 10, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 6,830 635 0.01% 0.01% 823 -300 -4.21% Q1 2026 May 12, 2026
Foster Victor Wealth Advisors, LLC History Added to 6,924 632 0.04% 0.02% 824 +1,494 27.51% Q1 2026 Apr 20, 2026
New Republic Capital, LLC History Reduced 6,785 631 0.21% 0.2% 825 -3,610 -34.73% Q1 2026 May 01, 2026
Brookstone Capital Management History Added to 6,779 630 0.01% 0.0% 827 +1,290 23.5% Q1 2026 Apr 16, 2026
COZAD ASSET MANAGEMENT INC History No change 8,574 630 0.05% 0.05% 826 0 0.0% Q4 2025 Feb 13, 2026
Portland Global Advisors LLC History Reduced 6,770 629 0.07% 0.06% 828 -1,435 -17.49% Q1 2026 May 11, 2026
Avant Capital LLC History No change 6,748 627 0.44% 0.34% 829 0 0.0% Q1 2026 May 12, 2026
Broyhill Asset Management, LLC History Added to 6,740 626 0.58% 0.31% 831 +2,000 42.19% Q1 2026 May 06, 2026
CERTUITY, LLC History Reduced 6,734 626 0.04% 0.03% 830 -75 -1.1% Q1 2026 May 11, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 6,719 624 0.01% 0.01% 833 -164 -2.38% Q1 2026 May 01, 2026
NTV ASSET MANAGEMENT LLC History Reduced 6,711 624 0.07% 0.05% 832 -8 -0.12% Q1 2026 Apr 28, 2026
Gryphon Financial Partners LLC History Reduced 6,662 619 0.06% 0.06% 836 -1,457 -17.95% Q1 2026 May 06, 2026
Parkside Financial Bank & Trust History Reduced 6,656 619 0.05% 0.04% 834 -368 -5.24% Q1 2026 May 13, 2026
Beacon Capital Management, LLC History Added to 6,665 619 0.11% 0.08% 837 +49 0.74% Q1 2026 May 11, 2026
Peregrine Asset Advisers, Inc. History No change 6,659 619 0.17% 0.14% 835 0 0.0% Q1 2026 Apr 24, 2026
LMCG INVESTMENTS, LLC History Reduced 6,654 618 0.04% 0.03% 838 -197 -2.88% Q1 2026 Apr 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 6,611 614 0.03% 0.02% 840 +2,016 43.87% Q1 2026 May 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 6,611 614 0.0% 0.0% 839 +923 16.23% Q1 2026 May 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 6,616 613 0.11% 0.11% 841 -3,439 -34.2% Q1 2026 May 12, 2026
ANCHYRA PARTNERS LLC History Added to 6,583 612 0.19% 0.13% 843 +937 16.6% Q1 2026 Apr 17, 2026
BigSur Wealth Management LLC History No change 6,586 612 0.17% 0.12% 842 0 0.0% Q1 2026 Apr 22, 2026
Calydon Capital History No change 9,745 611 0.1% 0.08% 844 0 0.0% Q1 2026 May 15, 2026
CONNING INC. History Reduced 6,566 610 0.02% 0.02% 845 -1,466 -18.25% Q1 2026 Apr 30, 2026
Cromwell Holdings LLC History No change 6,552 609 0.34% 0.26% 846 0 0.0% Q1 2026 Apr 30, 2026
Dorato Capital Management History No change 6,612 608 0.45% 0.37% 847 0 0.0% Q1 2026 Apr 09, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 6,526 606 0.19% 0.18% 848 -2,000 -23.46% Q1 2026 Apr 27, 2026
Federation des caisses Desjardins du Quebec History Reduced 6,506 605 0.0% 0.0% 849 -574 -8.11% Q1 2026 May 13, 2026
DAVIS R M INC History Reduced 6,500 604 0.01% 0.01% 850 -817 -11.17% Q1 2026 May 13, 2026
Nautilus Advisors LLC History Reduced 6,504 604 0.41% 0.32% 852 -158 -2.37% Q1 2026 Apr 17, 2026
Birch Hill Investment Advisors LLC History No change 6,500 604 0.03% 0.02% 851 0 0.0% Q1 2026 Apr 29, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 6,490 603 0.26% 0.2% 853 -100 -1.52% Q1 2026 May 01, 2026
CAPITAL ADVISORS INC/OK History Added to 6,461 600 0.01% 0.01% 854 +42 0.65% Q1 2026 Apr 27, 2026
Knights of Columbus Asset Advisors LLC History No change 6,455 600 0.03% 0.03% 855 0 0.0% Q1 2026 May 11, 2026
FORA Capital, LLC History New 6,433 598 0.04% 858 +6,433 New Q1 2026 May 14, 2026
COURIER CAPITAL LLC History Reduced 6,433 598 0.03% 0.03% 856 -397 -5.81% Q1 2026 Apr 23, 2026
Harbour Capital Advisors, LLC History Reduced 6,683 598 0.11% 0.1% 857 -10 -0.15% Q1 2026 Apr 29, 2026
WASHINGTON TRUST Co History Reduced 6,421 597 0.02% 0.02% 859 -679 -9.56% Q1 2026 Apr 06, 2026
Ameritas Advisory Services, LLC History Added to 6,386 593 0.02% 0.01% 860 +1,741 37.48% Q1 2026 May 12, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,326 588 0.14% 0.11% 861 0 0.0% Q1 2026 Apr 16, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6,306 586 0.03% 0.02% 862 +191 3.12% Q1 2026 May 07, 2026
Minot DeBlois Advisors LLC History Added to 6,307 586 0.53% 0.41% 863 +53 0.85% Q1 2026 May 08, 2026
Rossmore Private Capital History No change 6,308 586 0.05% 0.04% 864 0 0.0% Q1 2026 May 01, 2026
Ancora Advisors LLC History Reduced 6,219 578 0.01% 0.01% 865 -192 -2.99% Q1 2026 May 15, 2026
EIGHT 31 FINANCIAL, LLC History Reduced 6,212 577 0.35% 0.26% 866 -346 -5.28% Q1 2026 May 15, 2026
Beaton Management Co. Inc. History Reduced 6,190 576 0.26% 0.21% 867 -200 -3.13% Q1 2026 May 12, 2026
Venture Visionary Partners LLC History Reduced 6,176 574 0.02% 0.02% 868 -502 -7.52% Q1 2026 May 14, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 6,167 573 0.16% 0.13% 869 -235 -3.67% Q1 2026 May 08, 2026
ROMANO BROTHERS AND COMPANY History No change 6,150 571 0.06% 0.05% 870 0 0.0% Q1 2026 Apr 21, 2026
Hardy Reed LLC History Reduced 6,114 568 0.04% 0.03% 872 -71 -1.15% Q1 2026 Apr 28, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 6,333 568 0.18% 0.15% 873 +33 0.52% Q1 2026 Apr 17, 2026
RiverFront Investment Group, LLC History No change 6,115 568 0.01% 0.01% 871 0 0.0% Q1 2026 May 11, 2026
Legacy Capital Wealth Partners, LLC History Reduced 6,089 566 0.12% 0.1% 874 -49 -0.8% Q1 2026 May 15, 2026
UPTICK PARTNERS, LLC History Added to 6,063 563 0.11% 0.09% 875 +2 0.03% Q1 2026 May 01, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 6,052 562 0.0% 0.0% 876 -30,187 -83.3% Q1 2026 May 01, 2026
HAMEL ASSOCIATES, INC. History No change 6,050 560 0.16% 0.13% 877 0 0.0% Q1 2026 May 07, 2026
Permanens Capital L.P. History Reduced 6,013 559 0.07% 0.15% 878 -9,197 -60.47% Q1 2026 May 15, 2026
Wallace Advisory Group, LLC History Added to 6,014 559 0.6% 0.46% 879 +77 1.3% Q1 2026 Apr 21, 2026
Leonteq Securities AG History Added to 6,000 558 0.02% 0.0% 880 +4,500 300.0% Q1 2026 Apr 27, 2026
GQG Partners LLC History Reduced 6,001 558 0.0% 0.0% 882 -1,306 -17.87% Q1 2026 May 12, 2026
Strategic Advisors LLC History No change 6,000 558 0.09% 0.07% 881 0 0.0% Q1 2026 May 14, 2026
Asset Advisors Investment Management, LLC History No change 6,000 558 0.05% 0.04% 883 0 0.0% Q1 2026 Apr 16, 2026
SITTNER & NELSON, LLC History Added to 5,997 557 0.2% 0.16% 884 +2 0.03% Q1 2026 May 11, 2026
TCV Trust & Wealth Management, Inc. History Reduced 5,947 553 0.05% 0.04% 885 -125 -2.06% Q1 2026 Apr 21, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 5,930 551 0.08% 0.06% 886 +707 13.54% Q1 2026 Apr 30, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 11,600 550 0.0% 0.0% 887 0 0.0% Q1 2026 May 13, 2026
Avestar Capital, LLC History Added to 5,889 547 0.04% 0.03% 888 +337 6.07% Q1 2026 May 13, 2026
SFMG, LLC History Added to 5,874 546 0.04% 0.02% 889 +2,510 74.61% Q1 2026 May 12, 2026
Elevated Capital Advisors, LLC History No change 5,881 546 0.14% 0.1% 890 0 0.0% Q1 2026 Apr 30, 2026
TRUST CO OF VERMONT History No change 7,426 545 0.02% 0.02% 891 0 0.0% Q4 2025 Jan 16, 2026
Alessandra Capital Management, LLC History Reduced 5,844 543 0.46% 0.39% 892 -78 -1.32% Q1 2026 Apr 30, 2026
JACKSON SQUARE CAPITAL, LLC History Reduced 5,833 542 0.11% 0.13% 893 -2,837 -32.72% Q1 2026 Apr 13, 2026
SIMON QUICK ADVISORS, LLC History Reduced 5,823 541 0.02% 0.02% 894 -1,962 -25.2% Q1 2026 May 06, 2026
Archer Investment Corp History Added to 5,811 540 0.12% 0.05% 895 +2,737 89.04% Q1 2026 May 04, 2026
NorthRock Partners, LLC History Added to 5,763 536 0.01% 0.01% 896 +292 5.34% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 5,738 533 0.06% 0.04% 897 -14 -0.24% Q1 2026 May 11, 2026
Essex Bank History Reduced 5,720 531 0.12% 0.1% 898 -697 -10.86% Q1 2026 Apr 17, 2026
Modera Wealth Management, LLC History Reduced 5,704 530 0.01% 0.01% 899 -523 -8.4% Q1 2026 May 06, 2026
Soltis Investment Advisors LLC History Added to 5,684 528 0.03% 0.01% 900 +2,656 87.71% Q1 2026 Apr 27, 2026
Community Bank of Raymore History No change 5,650 525 0.35% 0.28% 901 0 0.0% Q1 2026 Apr 17, 2026
REXFORD CAPITAL INC History Reduced 5,609 521 0.37% 0.32% 903 -79 -1.39% Q1 2026 Apr 23, 2026
WULFF, HANSEN & CO. History No change 5,611 521 0.53% 0.35% 902 0 0.0% Q1 2026 May 07, 2026
LaSalle St. Investment Advisors, LLC History Reduced 5,574 518 0.07% 0.07% 904 -2 -0.04% Q1 2026 May 08, 2026
Bill Few Associates, Inc. History Added to 5,559 517 0.12% 0.1% 905 +28 0.51% Q1 2026 Apr 08, 2026
Robertson Stephens Wealth Management, LLC History Added to 5,546 515 0.01% 0.01% 906 +328 6.29% Q1 2026 Apr 28, 2026
Capital Investment Advisory Services, LLC History Reduced 5,529 514 0.04% 0.03% 907 -462 -7.71% Q1 2026 May 05, 2026
Advisor OS, LLC History Added to 5,483 509 0.04% 0.03% 908 +1,185 27.57% Q1 2026 May 07, 2026
OneAscent Financial Services LLC History New 5,464 508 0.03% 909 +5,464 New Q1 2026 Apr 21, 2026
PUZO MICHAEL J History No change 5,450 506 0.15% 0.11% 910 0 0.0% Q1 2026 May 07, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 5,439 505 0.13% 0.1% 911 +245 4.72% Q1 2026 Apr 09, 2026
Beaumont Financial Advisors, LLC History Reduced 5,430 504 0.03% 0.03% 912 -190 -3.38% Q1 2026 May 05, 2026
Encompass More Asset Management History Added to 5,430 504 0.08% 0.07% 913 +66 1.23% Q1 2026 Apr 28, 2026
FAS Wealth Partners, Inc. History No change 6,848 503 0.03% 0.03% 914 0 0.0% Q4 2025 Feb 18, 2026
CenterBook Partners LP History New 5,354 497 0.03% 915 +5,354 New Q1 2026 May 05, 2026
Lantz Financial LLC History Added to 5,344 496 0.1% 0.08% 916 +296 5.86% Q1 2026 Apr 09, 2026
Freestone Capital Holdings, LLC History Added to 5,323 495 0.02% 0.01% 917 +609 12.92% Q1 2026 May 13, 2026
FLC Capital Advisors History Reduced 5,316 494 0.09% 0.07% 918 -152 -2.78% Q1 2026 May 01, 2026
Hardin Capital Partners, LLC History Reduced 5,305 493 0.23% 0.19% 919 -300 -5.35% Q1 2026 Apr 08, 2026
PFS Partners, LLC History Added to 5,294 492 0.23% 0.18% 920 +38 0.72% Q1 2026 Apr 09, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 5,274 490 0.02% 0.01% 921 -1,017 -16.17% Q1 2026 May 15, 2026
DSG Capital Advisors, LLC History No change 5,276 490 0.08% 0.06% 922 0 0.0% Q1 2026 Apr 27, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 5,229 486 0.02% 0.02% 923 -125 -2.33% Q1 2026 Apr 21, 2026
Essex Financial Services, Inc. History Reduced 5,236 486 0.03% 0.02% 924 -37 -0.7% Q1 2026 Apr 24, 2026
CFS Investment Advisory Services, LLC History Added to 5,523 484 0.03% 0.03% 925 +6 0.11% Q1 2026 Apr 29, 2026
Dynamic Technology Lab Private Ltd History Reduced 5,190 482 0.08% 0.25% 927 -9,690 -65.12% Q1 2026 May 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 5,193 482 0.01% 0.01% 926 -325 -5.89% Q1 2026 May 04, 2026
Quotient Wealth Partners, LLC History Reduced 5,176 481 0.01% 0.02% 929 -2,538 -32.9% Q1 2026 Apr 16, 2026
Berkeley Capital Partners, LLC History Reduced 5,175 481 0.11% 0.09% 928 -257 -4.73% Q1 2026 May 06, 2026
PATTEN & PATTEN INC/TN History No change 5,160 479 0.03% 0.02% 930 0 0.0% Q1 2026 May 01, 2026
ZEGA Investments, LLC History Added to 5,126 476 0.05% 0.03% 934 +1,987 63.3% Q1 2026 May 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 5,123 476 0.02% 0.02% 932 -216 -4.05% Q1 2026 Apr 15, 2026
Element Wealth, LLC History Reduced 5,122 476 0.2% 0.16% 933 -129 -2.46% Q1 2026 May 04, 2026
KCM INVESTMENT ADVISORS LLC History No change 5,126 476 0.02% 0.01% 931 0 0.0% Q1 2026 May 15, 2026
WESTBOURNE INVESTMENTS, INC. History New 5,100 474 0.23% 938 +5,100 New Q1 2026 May 15, 2026
BANYAN CAPITAL MANAGEMENT, INC. History No change 5,100 474 0.2% 0.16% 935 0 0.0% Q1 2026 May 01, 2026
CULLINAN ASSOCIATES INC History No change 5,100 474 0.04% 0.03% 936 0 0.0% Q1 2026 May 01, 2026
Lunt Capital Management, Inc. History No change 5,099 474 0.18% 0.14% 937 0 0.0% Q1 2026 May 12, 2026
Keel Point, LLC History No change 6,426 472 0.03% 0.03% 939 0 0.0% Q4 2025 Feb 12, 2026
Brucke Financial, Inc. History Reduced 5,000 465 0.24% 0.47% 943 -6,753 -57.46% Q1 2026 Apr 10, 2026
Resurgent Financial Advisors LLC History Added to 5,001 465 0.17% 0.18% 942 +47 0.95% Q1 2026 May 12, 2026
Hardman Johnston Global Advisors LLC History No change 5,000 465 0.02% 0.02% 940 0 0.0% Q1 2026 May 13, 2026
VPR Management LLC History No change 5,000 465 0.19% 0.16% 941 0 0.0% Q1 2026 May 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 4,997 464 0.02% 944 +4,997 New Q1 2026 May 06, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History No change 4,968 462 0.06% 0.04% 945 0 0.0% Q1 2026 May 15, 2026
AIMZ Investment Advisors, LLC History No change 4,975 462 0.14% 0.1% 946 0 0.0% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 4,965 461 0.02% 0.01% 947 +608 13.95% Q1 2026 May 11, 2026
Paragon Capital Management LLC History Added to 4,938 459 0.23% 0.18% 948 +226 4.8% Q1 2026 May 14, 2026
TI-TRUST, INC History No change 4,920 457 0.27% 0.22% 949 0 0.0% Q1 2026 Apr 28, 2026
Sonoma Allocations LLC History Reduced 4,859 456 0.16% 0.15% 952 -1,101 -18.47% Q1 2026 May 19, 2026
Venturi Wealth Management, LLC History Added to 4,905 456 0.02% 0.01% 950 +485 10.97% Q1 2026 Apr 21, 2026
Plan Group Financial, LLC History Added to 4,906 456 0.11% 0.09% 951 +2 0.04% Q1 2026 Apr 13, 2026
Templeton & Phillips Capital Management, LLC History New 4,900 455 0.37% 954 +4,900 New Q1 2026 May 06, 2026
INSIGHT 2811, INC. History No change 4,900 455 0.19% 0.16% 953 0 0.0% Q1 2026 May 07, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 4,881 453 0.1% 0.1% 956 -1,446 -22.85% Q1 2026 May 12, 2026
RIVERSEDGE ADVISORS, LLC History Added to 4,881 453 0.07% 0.06% 955 +135 2.84% Q1 2026 Apr 15, 2026
E&G Advisors, LP History No change 4,860 451 0.1% 0.08% 957 0 0.0% Q1 2026 Apr 21, 2026
Ledyard National Bank History Reduced 4,843 450 0.04% 0.03% 958 -20 -0.41% Q1 2026 Apr 24, 2026
North Star Investment Management Corp. History Added to 4,840 450 0.03% 0.02% 959 +13 0.27% Q1 2026 Apr 23, 2026
Atlas Brown,Inc. History No change 4,848 450 0.14% 0.11% 960 0 0.0% Q1 2026 Apr 17, 2026
McAdam, LLC History Added to 4,835 449 0.02% 0.02% 961 +228 4.95% Q1 2026 May 08, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 4,831 449 0.09% 0.08% 962 -200 -3.98% Q1 2026 Apr 15, 2026
BRAVE ASSET MANAGEMENT INC History No change 4,800 446 0.1% 0.08% 963 0 0.0% Q1 2026 Apr 17, 2026
MONECO ADVISORS, LLC History Reduced 4,776 444 0.03% 0.05% 964 -2,996 -38.55% Q1 2026 May 07, 2026
RAHLFS CAPITAL, LLC History No change 4,777 444 0.33% 0.27% 965 0 0.0% Q1 2026 May 11, 2026
Baron Wealth Management LLC History No change 4,754 442 0.13% 0.11% 966 0 0.0% Q1 2026 Apr 16, 2026
Alpha Omega Wealth Management LLC History No change 4,746 441 0.07% 0.06% 967 0 0.0% Q1 2026 Apr 07, 2026
ZACKS INVESTMENT MANAGEMENT History New 4,735 440 0.0% 968 +4,735 New Q1 2026 May 14, 2026
Belpointe Asset Management LLC History Added to 4,703 437 0.02% 0.01% 969 +1,569 50.06% Q1 2026 Apr 28, 2026
Procyon Advisors, LLC History Added to 4,706 437 0.02% 0.01% 970 +1,338 39.73% Q1 2026 May 04, 2026
Canopy Partners, LLC History Added to 4,704 437 0.15% 0.11% 971 +85 1.84% Q1 2026 May 11, 2026
Cache Advisors, LLC History No change 4,688 435 0.05% 0.04% 972 0 0.0% Q1 2026 Apr 17, 2026
Financial Management Professionals, Inc. History Reduced 4,663 433 0.05% 0.04% 973 -133 -2.77% Q1 2026 Apr 15, 2026
Capital Analysts, LLC History Reduced 4,659 433 0.01% 0.01% 974 -114 -2.39% Q1 2026 May 14, 2026
Greenfield Savings Bank History No change 4,654 432 0.18% 0.14% 975 0 0.0% Q1 2026 Apr 16, 2026
Modern Wealth Management, LLC History Reduced 4,689 431 0.01% 0.01% 977 -2,188 -31.82% Q1 2026 May 14, 2026
SVB WEALTH LLC History Added to 4,643 431 0.03% 0.02% 976 +246 5.59% Q1 2026 Apr 17, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 4,615 429 0.02% 0.02% 978 -1,400 -23.28% Q1 2026 Apr 27, 2026
American Money Management, LLC History Reduced 4,599 427 0.07% 0.06% 979 -473 -9.33% Q1 2026 May 11, 2026
Anchor Investment Management, LLC History No change 4,585 426 0.04% 0.03% 980 0 0.0% Q1 2026 May 01, 2026
Elevated Private Wealth, LLC History No change 5,790 425 0.44% 0.44% 981 0 0.0% Q4 2025 Feb 12, 2026
Csenge Advisory Group History New 4,566 424 0.02% 982 +4,566 New Q1 2026 Apr 30, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 4,557 423 0.19% 0.14% 983 +7 0.15% Q1 2026 Apr 23, 2026
Keystone Financial Group History New 4,541 421 0.03% 986 +4,541 New Q1 2026 May 13, 2026
Nilsine Partners, LLC History Added to 4,855 421 0.03% 0.02% 985 +1,921 65.47% Q1 2026 Apr 29, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,536 421 0.04% 0.03% 984 0 0.0% Q1 2026 May 15, 2026
RHS Financial, LLC History Added to 4,521 420 0.2% 0.14% 987 +520 13.0% Q1 2026 Apr 28, 2026
Breakwater Capital Group History Reduced 4,518 420 0.06% 0.05% 988 -310 -6.42% Q1 2026 Apr 20, 2026
Bulltick Wealth Management, LLC History Reduced 4,506 419 0.09% 0.13% 990 -3,526 -43.9% Q1 2026 Apr 27, 2026
Northside Capital Management, LLC History Added to 4,510 419 0.04% 0.03% 989 +500 12.47% Q1 2026 Apr 10, 2026
SG Trading Solutions, LLC History No change 5,706 419 0.1% 0.1% 991 0 0.0% Q4 2025 Feb 24, 2026
Abacus Planning Group, Inc. History Added to 4,498 418 0.06% 0.04% 992 +498 12.45% Q1 2026 Apr 07, 2026
Parvin Asset Management, LLC History Reduced 4,500 418 0.3% 0.27% 993 -200 -4.26% Q1 2026 May 15, 2026
FIRST FOUNDATION ADVISORS History Added to 4,481 416 0.02% 0.01% 994 +1,197 36.45% Q1 2026 May 04, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,444 413 0.16% 0.12% 995 0 0.0% Q1 2026 Apr 07, 2026
Wellington Shields & Co., LLC History Reduced 4,424 411 0.1% 0.1% 996 -1,250 -22.03% Q1 2026 May 04, 2026
Grange Capital, LLC History Added to 4,426 411 0.41% 0.31% 997 +13 0.29% Q1 2026 Apr 28, 2026
Colter Lewis Investment Partners LLC History No change 4,427 411 0.39% 0.38% 998 0 0.0% Q1 2026 May 15, 2026
RFG Advisory, LLC History New 4,411 410 0.01% 1000 +4,411 New Q1 2026 Apr 17, 2026
Cetera Trust Company, N.A History No change 4,415 410 0.23% 0.17% 999 0 0.0% Q1 2026 May 08, 2026
Advisors Capital Management, LLC History Reduced 4,403 409 0.0% 0.0% 1002 -297 -6.32% Q1 2026 May 01, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 4,400 409 0.11% 0.08% 1001 0 0.0% Q1 2026 May 15, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,396 408 0.03% 0.02% 1003 +231 5.55% Q1 2026 Apr 30, 2026
Cypress Wealth Services, LLC History Added to 4,372 406 0.06% 0.04% 1004 +161 3.82% Q1 2026 Apr 15, 2026
RDA Financial Network History Reduced 4,337 403 0.1% 0.08% 1005 -164 -3.64% Q1 2026 Apr 08, 2026
Traveka Wealth, LLC History Added to 4,340 403 0.15% 0.13% 1006 +27 0.63% Q1 2026 Apr 22, 2026
JFS WEALTH ADVISORS, LLC History Reduced 4,326 402 0.02% 0.02% 1007 -800 -15.61% Q1 2026 Apr 20, 2026
Sepio Capital, LP History Added to 4,332 402 0.02% 0.02% 1009 +15 0.35% Q1 2026 May 13, 2026
Raab & Moskowitz Asset Management LLC History No change 4,328 402 0.09% 0.07% 1008 0 0.0% Q1 2026 May 21, 2026
Balentine LLC History Reduced 4,313 401 0.02% 0.02% 1010 -1,746 -28.82% Q1 2026 Apr 24, 2026
DOLIVER ADVISORS, LP History Added to 4,299 399 0.09% 0.08% 1011 +167 4.04% Q1 2026 Apr 08, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 4,289 398 0.03% 0.17% 1012 +290 7.25% Q1 2026 Apr 16, 2026
Stokes Family Office, LLC History Reduced 4,273 397 0.04% 0.03% 1013 -853 -16.64% Q1 2026 May 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 4,258 396 0.1% 0.09% 1015 -522 -10.92% Q1 2026 Apr 29, 2026
Avior Wealth Management, LLC History Added to 4,269 396 0.01% 0.01% 1014 +484 12.79% Q1 2026 Apr 09, 2026
Diligent Investors, LLC History Added to 4,232 393 0.1% 0.08% 1016 +2 0.05% Q1 2026 Apr 15, 2026
Shulman DeMeo Asset Management LLC History Reduced 4,224 392 0.08% 0.07% 1017 -26 -0.61% Q1 2026 Apr 09, 2026
Westmount Partners, LLC History No change 4,210 391 0.1% 0.08% 1018 0 0.0% Q1 2026 Apr 16, 2026
Johnson Financial Group, Inc. History Reduced 4,204 390 0.01% 0.01% 1019 -89 -2.07% Q1 2026 May 07, 2026
Clear Harbor Asset Management, LLC History Added to 4,194 390 0.03% 0.02% 1020 +70 1.7% Q1 2026 May 05, 2026
Diversified Enterprises, LLC History Added to 4,173 388 0.02% 0.02% 1021 +214 5.41% Q1 2026 May 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 4,259 387 0.02% 0.02% 1022 +117 2.82% Q1 2026 Apr 17, 2026
Signature Wealth Management Partners, LLC History No change 4,168 387 0.19% 0.15% 1023 0 0.0% Q1 2026 Apr 21, 2026
Hara Capital LLC History No change 4,170 387 0.19% 0.17% 1024 0 0.0% Q1 2026 May 14, 2026
Syverson Strege & Co History Reduced 4,141 385 0.09% 0.07% 1025 -9 -0.22% Q1 2026 May 04, 2026
Southeast Asset Advisors, LLC History Reduced 4,115 382 0.04% 0.03% 1026 -545 -11.7% Q1 2026 May 13, 2026
Welch Group, LLC History No change 4,115 382 0.01% 0.01% 1027 0 0.0% Q1 2026 Apr 21, 2026
Lafayette Investments, Inc. History No change 4,103 381 0.08% 0.06% 1028 0 0.0% Q1 2026 Apr 27, 2026
TRITONPOINT WEALTH, LLC History Reduced 4,091 380 0.04% 0.04% 1029 -976 -19.26% Q1 2026 Apr 21, 2026
Clear Trail Advisors, LLC History No change 4,087 380 0.06% 0.07% 1030 0 0.0% Q1 2026 Apr 17, 2026
MGO ONE SEVEN LLC History Reduced 4,066 378 0.01% 0.01% 1032 -77 -1.86% Q1 2026 May 14, 2026
Pekin Hardy Strauss, Inc. History Added to 4,065 378 0.04% 0.03% 1031 +1 0.02% Q1 2026 May 06, 2026
Indie Asset Partners, LLC History No change 4,065 378 0.43% 0.33% 1033 0 0.0% Q1 2026 May 08, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,063 377 0.01% 0.01% 1034 -1,432 -26.06% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 4,093 376 0.03% 0.02% 1035 -536 -11.58% Q1 2026 May 01, 2026
Key Client Fiduciary Advisors, LLC History Reduced 4,020 373 0.13% 0.11% 1037 -392 -8.88% Q1 2026 Apr 09, 2026
Cooper Financial Group History Reduced 4,015 373 0.04% 0.03% 1036 -52 -1.28% Q1 2026 Apr 07, 2026
Accretive Wealth Partners, LLC History No change 4,000 372 0.1% 0.09% 1038 0 0.0% Q1 2026 Apr 22, 2026
Callahan Advisors, LLC History New 3,995 371 0.03% 1039 +3,995 New Q1 2026 May 12, 2026
SALEM INVESTMENT COUNSELORS INC History New 3,982 370 0.01% 1043 +3,982 New Q1 2026 Apr 29, 2026
Keudell/Morrison Wealth Management History Added to 3,982 370 0.08% 0.06% 1041 +398 11.1% Q1 2026 Apr 20, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 3,989 370 0.03% 0.02% 1040 0 0.0% Q1 2026 Apr 08, 2026
ESL Trust Services, LLC History No change 3,984 370 0.07% 0.06% 1042 0 0.0% Q1 2026 May 07, 2026
CHELSEA COUNSEL CO History No change 5,012 368 0.16% 0.16% 1044 0 0.0% Q1 2026 Apr 23, 2026
Linscomb Wealth, Inc. History Added to 3,953 367 0.02% 0.01% 1046 +1,019 34.73% Q1 2026 May 11, 2026
FULTON BANK, N.A. History Added to 3,951 367 0.01% 0.01% 1045 +695 21.35% Q1 2026 Apr 24, 2026
Phillips Wealth Planners LLC History Added to 4,295 366 0.28% 0.2% 1047 +844 24.46% Q1 2026 May 14, 2026
Flatrock Wealth Partners LLC History New 3,925 365 0.16% 1050 +3,925 New Q1 2026 Apr 29, 2026
Klingman & Associates, LLC History Added to 3,934 365 0.02% 0.01% 1048 +174 4.63% Q1 2026 May 14, 2026
Alchemi Wealth, LLC History Added to 3,927 365 0.2% 0.16% 1049 +6 0.15% Q1 2026 May 07, 2026
Jacobi Capital Management LLC History Reduced 3,914 364 0.02% 0.02% 1051 -72 -1.81% Q1 2026 May 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,944 363 0.11% 0.11% 1052 0 0.0% Q4 2025 Feb 05, 2026
Cape Investment Advisory, Inc. History Added to 3,896 362 0.12% 0.02% 1053 +3,187 449.51% Q1 2026 May 15, 2026
Arax Advisory Partners History Reduced 3,884 361 0.01% 0.06% 1054 -24,323 -86.23% Q1 2026 May 13, 2026
Aspen Grove Capital, LLC History Added to 3,885 361 0.07% 0.03% 1055 +1,156 42.36% Q1 2026 May 14, 2026
Ascentis Independent Advisors History Added to 3,891 361 0.03% 0.04% 1057 +600 18.23% Q1 2026 Apr 28, 2026
Planned Solutions, Inc. History No change 3,883 361 0.12% 0.09% 1056 0 0.0% Q1 2026 Apr 09, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 3,872 360 0.03% 0.02% 1058 -400 -9.36% Q1 2026 May 08, 2026
Greenline Partners, LLC History Added to 3,875 360 0.04% 0.03% 1059 +24 0.62% Q1 2026 May 15, 2026
VestGen Advisors, LLC History New 4,199 358 0.01% 1060 +4,199 New Q1 2026 May 14, 2026
Mattson Financial Services, LLC History New 3,848 357 0.09% 1062 +3,848 New Q1 2026 May 11, 2026
Blue Chip Partners, LLC History Reduced 3,840 357 0.03% 0.02% 1061 -8 -0.21% Q1 2026 May 15, 2026
Ransom Advisory, Ltd History No change 4,851 356 0.14% 0.14% 1063 0 0.0% Q4 2025 Jan 06, 2026
Apella Capital, LLC History Added to 4,047 355 0.01% 0.01% 1066 +513 14.52% Q1 2026 Apr 20, 2026
Ballew Advisors, Inc History Reduced 3,904 355 0.2% 0.17% 1065 -196 -4.78% Q1 2026 Apr 10, 2026
ST GERMAIN D J CO INC History Reduced 3,819 355 0.01% 0.01% 1064 -132 -3.34% Q1 2026 Apr 13, 2026
Successful Portfolios LLC History No change 3,804 353 0.19% 0.14% 1067 0 0.0% Q1 2026 Apr 13, 2026
BCV Asset Management Inc. History New 3,790 352 0.01% 1069 +3,790 New Q1 2026 May 08, 2026
GSA CAPITAL PARTNERS LLP History Reduced 3,790 352 0.02% 0.04% 1068 -2,825 -42.71% Q1 2026 May 08, 2026
Chicago Partners Investment Group LLC History Added to 3,928 351 0.01% 0.01% 1070 +171 4.55% Q1 2026 May 04, 2026
SEVEN MILE ADVISORY History Added to 3,771 350 0.25% 0.05% 1071 +193 5.39% Q1 2026 Apr 14, 2026
ADVISORTRUST PARTNERS, LLC History Added to 3,759 349 0.15% 0.11% 1072 +457 13.84% Q1 2026 May 06, 2026
Rehmann Capital Advisory Group History Reduced 3,749 348 0.02% 0.02% 1073 -253 -6.32% Q1 2026 May 15, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 3,741 347 0.03% 0.02% 1074 -42 -1.11% Q1 2026 Apr 20, 2026
NWF Advisory Services Inc. History Reduced 3,716 345 0.04% 0.04% 1076 -1,488 -28.59% Q1 2026 May 04, 2026
HCR Wealth Advisors History Added to 3,711 345 0.04% 0.03% 1075 +60 1.64% Q1 2026 Apr 21, 2026
Syntegra Private Wealth Group, LLC History Reduced 3,692 343 0.03% 0.03% 1077 -146 -3.8% Q1 2026 Apr 27, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 3,675 341 0.14% 0.11% 1078 0 0.0% Q1 2026 Apr 27, 2026
Brown Financial Advisors History New 3,649 339 0.13% 1080 +3,649 New Q1 2026 May 15, 2026
Cove Private Wealth, LLC History No change 3,655 339 0.08% 0.08% 1079 0 0.0% Q1 2026 May 13, 2026
Red Door Wealth Management, LLC History Reduced 3,643 338 0.04% 0.03% 1081 -600 -14.14% Q1 2026 Apr 22, 2026
Tyche Wealth Partners LLC History Added to 3,638 338 0.05% 0.04% 1083 +76 2.13% Q1 2026 May 06, 2026
Sentry LLC History No change 3,642 338 0.11% 0.07% 1082 0 0.0% Q1 2026 Apr 22, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History New 3,770 337 0.25% 1087 +3,770 New Q1 2026 May 05, 2026
Oakworth Capital, Inc. History Added to 3,633 337 0.02% 0.01% 1086 +800 28.24% Q1 2026 Apr 24, 2026
Goodman Financial Corp History Reduced 3,626 337 0.06% 0.06% 1085 -486 -11.82% Q1 2026 May 06, 2026
Baldwin Investment Management, LLC History No change 3,629 337 0.04% 0.03% 1084 0 0.0% Q1 2026 May 12, 2026
Cassaday & Co Wealth Management LLC History Reduced 3,619 336 0.01% 0.01% 1089 -362 -9.09% Q1 2026 May 07, 2026
EARNED WEALTH ADVISORS, LLC History Added to 3,615 336 0.02% 0.02% 1088 +349 10.69% Q1 2026 May 07, 2026
Legacy Wealth Advisors, LLC History New 3,604 335 0.17% 1092 +3,604 New Q1 2026 May 06, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 3,818 335 0.15% 0.13% 1091 -97 -2.48% Q1 2026 Apr 23, 2026
CRA Financial Services, LLC History No change 3,605 335 0.04% 0.03% 1090 0 0.0% Q1 2026 Apr 09, 2026
Canal Capital Management, LLC History New 3,596 334 0.05% 1093 +3,596 New Q1 2026 Apr 27, 2026
Symphony Financial, Ltd. Co. History Added to 3,530 333 0.04% 0.03% 1095 +39 1.12% Q1 2026 Apr 30, 2026
Kozak & Associates, Inc. History No change 3,598 333 0.06% 0.05% 1094 0 0.0% Q1 2026 Apr 14, 2026
Foster Group, Inc. History Added to 3,577 332 0.01% 0.01% 1096 +325 9.99% Q1 2026 Apr 13, 2026
Park Capital Management, LLC / WI History Reduced 3,554 330 0.32% 0.19% 1097 -138 -3.74% Q1 2026 Apr 15, 2026
Purkiss Capital Advisors LLC History Added to 3,539 329 0.14% 0.12% 1098 +82 2.37% Q1 2026 May 04, 2026
Krilogy Financial LLC History Reduced 3,574 327 0.01% 0.02% 1099 -3,039 -45.95% Q1 2026 Apr 17, 2026
Berger Financial Group, Inc History Reduced 3,518 327 0.02% 0.01% 1100 -1 -0.03% Q1 2026 Apr 28, 2026
Weinberger Asset Management, Inc History No change 3,521 327 0.12% 0.09% 1101 0 0.0% Q1 2026 May 08, 2026
Endowment Wealth Management, Inc. History New 3,509 326 0.14% 1104 +3,509 New Q1 2026 May 08, 2026
Perennial Investment Advisors, LLC History Added to 3,508 326 0.03% 0.02% 1103 +500 16.62% Q1 2026 May 15, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 3,510 326 0.01% 0.01% 1102 0 0.0% Q1 2026 May 06, 2026
MidFirst Bank History Reduced 3,497 325 0.03% 0.03% 1107 -1,724 -33.02% Q1 2026 May 15, 2026
Triad Wealth Partners, LLC History Reduced 3,496 325 0.03% 0.03% 1106 -245 -6.55% Q1 2026 Apr 16, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History No change 3,496 325 0.05% 0.04% 1105 0 0.0% Q1 2026 Apr 23, 2026
Advocate Investing Services LLC History No change 3,500 325 0.28% 0.23% 1108 0 0.0% Q1 2026 Apr 22, 2026
Hexagon Capital Partners LLC History New 3,494 324 0.05% 1111 +3,494 New Q1 2026 May 04, 2026
17 CAPITAL PARTNERS, LLC History Reduced 3,486 324 0.17% 0.26% 1110 -3,400 -49.38% Q1 2026 May 13, 2026
Fiduciary Group, LLC History Added to 3,492 324 0.03% 0.02% 1109 +206 6.27% Q1 2026 May 11, 2026
Johnson Financial Group, LLC History Added to 3,469 322 0.02% 0.01% 1112 +284 8.92% Q1 2026 May 14, 2026
Strategic Financial Concepts, LLC History New 3,462 321 0.08% 1117 +3,462 New Q1 2026 May 12, 2026
Comprehensive Money Management Services LLC History Reduced 3,457 321 0.21% 0.2% 1116 -500 -12.64% Q1 2026 Apr 23, 2026
Triune Financial Partners, LLC History Added to 3,456 321 0.08% 0.06% 1115 +27 0.79% Q1 2026 Apr 30, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 3,455 321 0.04% 0.03% 1114 +9 0.26% Q1 2026 Apr 27, 2026
Addison Advisors LLC History Added to 3,456 321 0.07% 0.06% 1113 +1 0.03% Q1 2026 May 08, 2026
SEEDS INVESTOR LLC History Added to 3,513 320 0.04% 0.04% 1119 +584 19.94% Q1 2026 May 11, 2026
PFG Private Wealth Management, LLC History Added to 3,448 320 0.14% 0.1% 1118 +188 5.77% Q1 2026 May 14, 2026
United Advisor Group, LLC History Added to 3,421 318 0.04% 0.03% 1120 +223 6.97% Q1 2026 Apr 17, 2026
Compagnie Lombard Odier SCmA History Added to 3,400 316 0.0% 0.0% 1121 +1,370 67.49% Q1 2026 Apr 15, 2026
Werba Rubin Papier Wealth Management History Added to 3,386 314 0.04% 0.07% 1122 +90 2.73% Q1 2026 May 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 3,376 313 0.04% 0.03% 1123 0 0.0% Q1 2026 May 11, 2026
BLB&B Advisors, LLC History Reduced 3,348 311 0.01% 0.01% 1124 -171 -4.86% Q1 2026 Apr 28, 2026
Palisade Asset Management, LLC History No change 3,350 311 0.03% 0.02% 1125 0 0.0% Q1 2026 Apr 14, 2026
Elser Financial Planning, Inc History No change 3,318 311 0.02% 0.18% 1126 0 0.0% Q1 2026 Apr 15, 2026
Braun-Bostich & Associates Inc. History Reduced 3,340 310 0.19% 0.16% 1127 -298 -8.19% Q1 2026 Apr 15, 2026
Tranquility Partners, LLC History No change 3,337 310 0.12% 0.09% 1128 0 0.0% Q1 2026 Apr 20, 2026
Keebeck Wealth Management History New 3,329 309 0.03% 1130 +3,329 New Q1 2026 May 14, 2026
Tevis Investment Management History No change 3,329 309 0.18% 0.14% 1129 0 0.0% Q1 2026 May 01, 2026
Corps Capital Advisors, LLC History New 3,316 308 0.27% 1133 +3,316 New Q1 2026 May 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,321 308 0.01% 0.01% 1131 0 0.0% Q1 2026 May 11, 2026
Financial & Tax Architects, LLC History No change 3,318 308 0.07% 0.05% 1132 0 0.0% Q1 2026 Apr 23, 2026
Circle Wealth Management, LLC History Reduced 3,284 305 0.0% 0.01% 1134 -1,928 -36.99% Q1 2026 May 11, 2026
RIVERBRIDGE PARTNERS LLC History No change 3,278 304 0.01% 0.0% 1135 0 0.0% Q1 2026 Apr 17, 2026
Concorde Asset Management, LLC History No change 4,148 304 0.12% 0.12% 1136 0 0.0% Q4 2025 Feb 13, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 3,251 302 0.19% 0.15% 1138 +206 6.77% Q1 2026 Apr 27, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 3,250 302 0.15% 0.11% 1137 0 0.0% Q1 2026 Apr 16, 2026
Clarus Group, Inc. History Added to 3,235 300 0.11% 0.09% 1139 +8 0.25% Q1 2026 Apr 21, 2026
Founders Financial Alliance, LLC History New 3,216 299 0.05% 1140 +3,216 New Q1 2026 May 11, 2026
Western Wealth Management, LLC History Reduced 3,210 298 0.01% 0.01% 1141 -260 -7.49% Q1 2026 May 19, 2026
Sargent Investment Group, LLC History Added to 3,200 297 0.04% 0.03% 1144 +250 8.47% Q1 2026 May 11, 2026
SeaBridge Investment Advisors LLC History No change 3,200 297 0.05% 0.04% 1142 0 0.0% Q1 2026 Apr 28, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,196 297 0.03% 0.02% 1143 0 0.0% Q1 2026 Apr 08, 2026
Corient IA LLC History No change 3,200 297 0.28% 0.22% 1145 0 0.0% Q1 2026 May 14, 2026
Counterweight Ventures, LLC History No change 3,175 295 0.17% 0.13% 1146 0 0.0% Q1 2026 Apr 27, 2026
CreativeOne Wealth, LLC History Reduced 3,172 294 0.01% 0.01% 1147 -4,348 -57.82% Q1 2026 May 15, 2026
Washington Trust Advisors, Inc. History No change 3,163 294 0.02% 0.02% 1148 0 0.0% Q1 2026 Apr 06, 2026
Granite Investment Partners, LLC History Reduced 3,158 293 0.02% 0.02% 1150 -1,200 -27.54% Q1 2026 Apr 30, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 3,153 293 0.03% 0.03% 1149 0 0.0% Q1 2026 May 11, 2026
LVW Advisors, LLC History New 3,142 292 0.03% 1153 +3,142 New Q1 2026 Apr 20, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,978 292 0.01% 0.01% 1152 -5 -0.13% Q1 2026 Apr 08, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 3,150 292 0.14% 0.11% 1151 0 0.0% Q1 2026 Apr 20, 2026
M1 Capital Management LLC History No change 3,133 291 0.13% 0.1% 1154 0 0.0% Q1 2026 May 08, 2026
Cardinal Point Capital Management ULC History New 3,112 289 0.02% 1156 +3,112 New Q1 2026 Apr 20, 2026
Dunhill Financial, LLC History Added to 3,113 289 0.07% 0.05% 1155 +119 3.97% Q1 2026 May 06, 2026
Tufton Capital Management History No change 3,100 288 0.05% 0.04% 1157 0 0.0% Q1 2026 May 12, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 3,925 288 0.22% 0.22% 1158 0 0.0% Q4 2025 Feb 03, 2026
55 North Private Wealth, LLC History New 3,095 287 0.07% 1161 +3,095 New Q1 2026 Apr 17, 2026
APPLETON PARTNERS INC/MA History No change 3,086 287 0.02% 0.01% 1159 0 0.0% Q1 2026 Apr 28, 2026
Ridge Creek Global, Inc History No change 3,093 287 0.24% 0.19% 1160 0 0.0% Q1 2026 May 13, 2026
WEST MICHIGAN ADVISORS, LLC History New 3,079 286 0.06% 1164 +3,079 New Q1 2026 May 05, 2026
Focus Financial Network, Inc. History Added to 3,086 286 0.01% 0.01% 1163 +325 11.77% Q1 2026 Apr 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 3,083 286 0.01% 0.01% 1162 -192 -5.86% Q1 2026 Apr 28, 2026
Roundview Capital LLC History Reduced 3,067 285 0.02% 0.01% 1165 -21 -0.68% Q1 2026 May 08, 2026
Charles Schwab Trust Co History New 3,048 283 0.02% 1166 +3,048 New Q1 2026 Apr 10, 2026
United Community Bank History Added to 3,035 282 0.09% 0.07% 1167 +625 25.93% Q1 2026 Apr 24, 2026
SmartHarvest Portfolios, LLC History Reduced 3,024 281 0.12% 0.09% 1169 -458 -13.15% Q1 2026 Apr 20, 2026
Oxinas Partners, LLC History No change 3,029 281 0.13% 0.11% 1168 0 0.0% Q1 2026 Apr 10, 2026
Mayflower Financial Advisors, LLC History Added to 3,011 280 0.03% 0.03% 1171 +144 5.02% Q1 2026 Apr 23, 2026
CFM WEALTH PARTNERS LLC History No change 3,020 280 0.04% 0.03% 1170 0 0.0% Q1 2026 Apr 21, 2026
BANK OF NOVA SCOTIA History Reduced 3,000 279 0.0% 0.0% 1172 -1,829 -37.88% Q1 2026 May 14, 2026
Marin Bay Wealth Advisors, LLC History Added to 3,008 279 0.17% 0.12% 1176 +119 4.12% Q1 2026 May 11, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 3,000 279 0.32% 0.25% 1173 0 0.0% Q1 2026 May 05, 2026
Swiss Life Asset Management Ltd History No change 3,000 279 0.0% 0.0% 1174 0 0.0% Q1 2026 May 14, 2026
Cascade Investment Advisors, Inc. History No change 3,000 279 0.17% 0.13% 1175 0 0.0% Q1 2026 Apr 13, 2026
HighPoint Advisor Group LLC History Reduced 2,992 278 0.01% 0.08% 1178 -21,901 -87.98% Q1 2026 May 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 4,225 278 0.03% 0.03% 1177 0 0.0% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History Added to 2,985 277 0.05% 0.04% 1179 +7 0.24% Q1 2026 Apr 29, 2026
CHAPIN DAVIS, INC. History New 2,976 276 0.06% 1182 +2,976 New Q1 2026 Apr 21, 2026
Addison Capital Co History Added to 2,971 276 0.05% 0.05% 1180 +3 0.1% Q1 2026 Apr 29, 2026
Choice Wealth Advisors LLC History No change 2,976 276 0.11% 0.09% 1181 0 0.0% Q1 2026 Apr 08, 2026
Legacy Private Trust Co. History No change 2,963 275 0.02% 0.01% 1183 0 0.0% Q1 2026 Apr 07, 2026
North Ridge Wealth Advisors, Inc. History No change 2,952 274 0.15% 0.12% 1184 0 0.0% Q1 2026 May 14, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 2,943 273 0.03% 0.03% 1185 0 0.0% Q1 2026 Apr 28, 2026
Narus Financial Partners, LLC History Reduced 2,928 272 0.07% 0.06% 1187 -100 -3.3% Q1 2026 Apr 21, 2026
Goelzer Investment Management, Inc. History No change 2,932 272 0.01% 0.01% 1186 0 0.0% Q1 2026 Apr 09, 2026
Cornerstone Wealth Group, LLC History New 3,066 271 0.02% 1188 +3,066 New Q1 2026 Apr 22, 2026
Purewater Capital LLC History New 2,910 270 0.26% 1189 +2,910 New Q1 2026 May 14, 2026
ENTERPRISE FINANCIAL SERVICES CORP History New 2,901 269 0.14% 1193 +2,901 New Q1 2026 May 05, 2026
BIP Wealth, LLC History New 2,900 269 0.01% 1194 +2,900 New Q1 2026 Apr 27, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 2,901 269 0.0% 0.0% 1191 -1,962 -40.35% Q1 2026 Apr 22, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 2,898 269 0.01% 0.01% 1192 -881 -23.31% Q1 2026 Apr 15, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 2,929 269 0.07% 0.06% 1190 -242 -7.63% Q1 2026 Apr 30, 2026
1ST SOURCE BANK History Added to 2,886 268 0.01% 0.01% 1195 +8 0.28% Q1 2026 May 04, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History New 2,876 267 0.12% 1197 +2,876 New Q1 2026 Apr 13, 2026
Trinity Legacy Partners, LLC History Reduced 2,925 267 0.06% 0.06% 1196 -506 -14.75% Q1 2026 Apr 16, 2026
44 WEALTH MANAGEMENT LLC History Reduced 2,862 266 0.09% 0.81% 1198 -29,804 -91.24% Q1 2026 May 15, 2026
Montecito Bank & Trust History Reduced 2,860 265 0.04% 0.04% 1199 -260 -8.33% Q1 2026 Apr 16, 2026
Purpose Unlimited Inc. History New 2,849 264 0.01% 1201 +2,849 New Q1 2026 May 15, 2026
Holistic Financial Partners History New 2,848 264 0.1% 1200 +2,848 New Q1 2026 May 05, 2026
CANANDAIGUA NATIONAL CORP History New 2,835 263 0.02% 1203 +2,835 New Q1 2026 Apr 08, 2026
SPINNAKER TRUST History No change 2,833 263 0.01% 0.01% 1202 0 0.0% Q1 2026 Apr 23, 2026
Trust Co History No change 2,820 262 0.02% 0.02% 1204 0 0.0% Q1 2026 Apr 13, 2026
KG Capital Management History New 2,795 259 0.19% 1205 +2,795 New Q1 2026 Apr 22, 2026
XML Financial, LLC History Reduced 2,777 258 0.02% 0.02% 1206 -89 -3.11% Q1 2026 Apr 16, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 2,774 257 0.02% 0.02% 1207 -596 -17.69% Q1 2026 Apr 20, 2026
Independent Wealth Network Inc. History New 2,758 256 0.08% 1209 +2,758 New Q1 2026 Apr 20, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 2,754 256 0.04% 0.03% 1208 0 0.0% Q1 2026 Apr 24, 2026
NorthCrest Asset Manangement, LLC History Reduced 2,746 255 0.01% 0.01% 1211 -3,016 -52.34% Q1 2026 Apr 08, 2026
NICOLET ADVISORY SERVICES, LLC History No change 3,568 255 0.02% 0.02% 1210 0 0.0% Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History New 2,740 254 0.01% 1214 +2,740 New Q1 2026 Apr 22, 2026
Hanson & Doremus Investment Management History Reduced 2,728 254 0.03% 0.03% 1212 -441 -13.92% Q1 2026 Apr 17, 2026
PFW Advisors LLC History No change 2,737 254 0.08% 0.06% 1213 0 0.0% Q1 2026 Apr 10, 2026
Quadrant Private Wealth Management, LLC History New 2,721 253 0.04% 1215 +2,721 New Q1 2026 May 06, 2026
Waldron Private Wealth LLC History Reduced 2,720 252 0.01% 0.01% 1216 -1,200 -30.61% Q1 2026 Apr 10, 2026
Ascentis Wealth Management, LLC History No change 2,718 252 0.05% 0.05% 1217 0 0.0% Q1 2026 Apr 28, 2026
Westover Capital Advisors, LLC History New 2,700 251 0.05% 1221 +2,700 New Q1 2026 May 05, 2026
CWA Asset Management Group, LLC History New 2,699 251 0.01% 1222 +2,699 New Q1 2026 Apr 20, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 2,701 251 0.03% 0.03% 1218 -475 -14.96% Q1 2026 Apr 08, 2026
one8zero8, LLC History Reduced 2,700 251 0.06% 0.05% 1220 -150 -5.26% Q1 2026 May 07, 2026
Pavion Blue Capital, LLC History Reduced 2,707 251 0.11% 0.08% 1219 -16 -0.59% Q1 2026 May 06, 2026
Aquatic Capital Management LLC History Reduced 2,696 250 0.01% 0.07% 1223 -31,555 -92.13% Q1 2026 May 15, 2026
Fortitude Advisory Group L.L.C. History New 2,662 247 0.11% 1225 +2,662 New Q1 2026 Apr 28, 2026
TOMPKINS FINANCIAL CORP History Added to 2,658 247 0.02% 0.01% 1224 +220 9.02% Q1 2026 Apr 09, 2026
HOURGLASS CAPITAL, LLC History New 2,650 246 0.05% 1227 +2,650 New Q1 2026 May 04, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History New 2,649 246 0.02% 1226 +2,649 New Q1 2026 Apr 23, 2026
Impact Capital Partners LLC History New 2,646 246 0.07% 1228 +2,646 New Q1 2026 Apr 10, 2026
Arista Wealth Management, LLC History New 2,645 245 0.03% 1229 +2,645 New Q1 2026 Apr 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History New 2,643 245 0.06% 1230 +2,643 New Q1 2026 Apr 15, 2026
Commonwealth Financial Services, LLC History New 2,620 243 0.04% 1231 +2,620 New Q1 2026 May 07, 2026
Oak Harvest Investment Services History New 2,617 243 0.03% 1232 +2,617 New Q1 2026 Apr 22, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 2,608 242 0.03% 1233 +2,608 New Q1 2026 Apr 13, 2026
Austin Asset Management Co Inc History New 2,598 241 0.04% 1236 +2,598 New Q1 2026 Apr 29, 2026
Facet Wealth, Inc. History New 2,597 241 0.0% 1235 +2,597 New Q1 2026 May 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 2,592 241 0.02% 1237 +2,592 New Q1 2026 Apr 30, 2026
SHP Wealth Management History Reduced 2,593 241 0.02% 0.02% 1234 -133 -4.88% Q1 2026 May 08, 2026
Disciplined Investors, L.L.C. History New 2,589 240 0.14% 1238 +2,589 New Q1 2026 May 12, 2026
CALTON & ASSOCIATES, INC. History Reduced 2,574 239 0.03% 0.08% 1239 -5,006 -66.04% Q1 2026 May 13, 2026
KEATING INVESTMENT COUNSELORS INC History New 2,575 239 0.06% 1240 +2,575 New Q1 2026 Apr 27, 2026
Bridgefront Capital, LLC History New 2,570 239 0.06% 1241 +2,570 New Q1 2026 May 15, 2026
Hummer Financial Advisory Services Inc History New 2,569 238 0.17% 1244 +2,569 New Q1 2026 Apr 08, 2026
Integrity Financial Corp /WA History New 2,569 238 0.12% 1245 +2,569 New Q1 2026 May 14, 2026
Secure Asset Management, LLC History New 2,563 238 0.04% 1243 +2,563 New Q1 2026 Apr 09, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 2,565 238 0.02% 0.02% 1242 -400 -13.49% Q1 2026 Apr 28, 2026
Wealth Dimensions Group, Ltd. History New 2,558 237 0.05% 1251 +2,558 New Q1 2026 May 11, 2026
KINTRA WEALTH, LLC History New 2,556 237 0.02% 1252 +2,556 New Q1 2026 May 15, 2026
VAN STRUM & TOWNE INC. History New 2,555 237 0.07% 1247 +2,555 New Q1 2026 May 07, 2026
Financial Sense Advisors, Inc. History New 2,551 237 0.05% 1249 +2,551 New Q1 2026 May 14, 2026
CHATHAM CAPITAL GROUP, INC. History New 2,550 237 0.03% 1248 +2,550 New Q1 2026 Apr 20, 2026
Insight Wealth Strategies, LLC History New 2,549 237 0.03% 1250 +2,549 New Q1 2026 Apr 10, 2026
First Command Advisory Services, Inc. History Added to 2,549 237 0.0% 0.0% 1246 +1,143 81.29% Q1 2026 May 07, 2026
Cypress Capital Group History New 2,539 236 0.03% 1253 +2,539 New Q1 2026 May 15, 2026
Calamos Advisors LLC History New 2,533 235 0.0% 1255 +2,533 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History New 2,533 235 0.01% 1256 +2,533 New Q1 2026 May 04, 2026
Nolet Wealth Management, LLC History New 2,533 235 0.13% 1257 +2,533 New Q1 2026 May 05, 2026
71 West Capital Partners History New 2,528 235 0.01% 1258 +2,528 New Q1 2026 May 06, 2026
Crescent Grove Advisors, LLC History Reduced 2,536 235 0.02% 0.02% 1254 -968 -27.63% Q1 2026 May 06, 2026
Penobscot Investment Management Company, Inc. History New 2,523 234 0.02% 1259 +2,523 New Q1 2026 Apr 29, 2026
Onyx Bridge Wealth Group LLC History New 2,508 233 0.03% 1262 +2,508 New Q1 2026 Apr 22, 2026
Fortis Capital Advisors, LLC History New 2,507 233 0.03% 1263 +2,507 New Q1 2026 Apr 28, 2026
BCS Private Wealth Management, Inc. History New 2,506 233 0.07% 1264 +2,506 New Q1 2026 Apr 21, 2026
Retirement Investment Advisors, Inc. History Added to 3,130 233 0.02% 0.02% 1261 +187 6.35% Q1 2026 Apr 15, 2026
First PREMIER Bank History No change 2,500 233 0.05% 0.04% 1260 0 0.0% Q1 2026 Apr 20, 2026
MERIDIAN INVESTMENT COUNSEL INC. History New 2,500 232 0.06% 1266 +2,500 New Q1 2026 Apr 28, 2026
Platt Wealth Management LLC History New 2,500 232 0.23% 1268 +2,500 New Q1 2026 May 01, 2026
Stonebridge Financial Group, LLC History New 2,496 232 0.02% 1267 +2,496 New Q1 2026 Apr 08, 2026
Avantax Planning Partners, Inc. History Reduced 2,498 232 0.01% 0.01% 1265 -264 -9.56% Q1 2026 May 04, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History New 2,476 230 0.05% 1271 +2,476 New Q1 2026 May 08, 2026
Boltwood Capital Management History New 2,475 230 0.06% 1270 +2,475 New Q1 2026 Apr 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,480 230 0.02% 0.02% 1269 0 0.0% Q1 2026 May 11, 2026
MCDONALD PARTNERS LLC History New 2,469 229 0.05% 1272 +2,469 New Q1 2026 May 15, 2026
Lantern Wealth Advisors, LLC History New 2,469 229 0.12% 1273 +2,469 New Q1 2026 May 13, 2026
Northstar Advisory Group, LLC History New 2,462 228 0.08% 1275 +2,462 New Q1 2026 Apr 08, 2026
TIAA Wealth Investment Management LLC History New 2,462 228 0.0% 1277 +2,462 New Q1 2026 May 12, 2026
Legacy Wealth Management, LLC / MS History New 2,456 228 0.06% 1276 +2,456 New Q1 2026 Apr 10, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,462 228 0.0% 0.0% 1274 +101 4.28% Q1 2026 Apr 30, 2026
Weaver Consulting Group History New 2,451 227 0.05% 1279 +2,451 New Q1 2026 May 15, 2026
TrueWealth Financial Partners History New 2,450 227 0.09% 1280 +2,450 New Q1 2026 May 20, 2026
Northstar Financial Companies, Inc. History Reduced 2,445 227 0.18% 0.17% 1278 -398 -14.0% Q1 2026 May 05, 2026
Frisch Financial Group, Inc. History New 2,435 226 0.05% 1281 +2,435 New Q1 2026 May 05, 2026
Aberdeen Wealth Management LLC History New 2,425 225 0.1% 1283 +2,425 New Q1 2026 May 15, 2026
Pathway Financial Advisors LLC History Reduced 2,423 225 0.03% 0.03% 1282 -900 -27.08% Q1 2026 Apr 07, 2026
Abundance Wealth Counselors History New 2,418 224 0.03% 1284 +2,418 New Q1 2026 Apr 22, 2026
August Group Capital Ltd History New 2,418 224 0.26% 1288 +2,418 New Q1 2026 May 14, 2026
Evergreen Wealth Partners LLC History New 2,416 224 0.17% 1287 +2,416 New Q1 2026 May 08, 2026
Beacon Financial Advisory LLC History New 2,415 224 0.05% 1285 +2,415 New Q1 2026 Apr 27, 2026
American Institute for Advanced Investment Management, LLP History New 2,410 224 0.15% 1286 +2,410 New Q1 2026 Apr 24, 2026
CMG Global Holdings, LLC History New 2,406 223 0.11% 1291 +2,406 New Q1 2026 May 01, 2026
Cerro Pacific Wealth Advisors LLC History New 2,406 223 0.06% 1292 +2,406 New Q1 2026 Apr 10, 2026
NEW WAVE WEALTH ADVISORS LLC History New 2,401 223 0.08% 1294 +2,401 New Q1 2026 May 04, 2026
GUYASUTA INVESTMENT ADVISORS INC History New 2,400 223 0.01% 1289 +2,400 New Q1 2026 Apr 17, 2026
PIONEER TRUST BANK N A/OR History New 2,400 223 0.05% 1290 +2,400 New Q1 2026 Apr 28, 2026
Alpine Bank Wealth Management History New 2,400 223 0.03% 1293 +2,400 New Q1 2026 Apr 21, 2026
Community Financial Services Group, LLC History New 2,419 222 0.04% 1295 +2,419 New Q1 2026 Apr 08, 2026
LAZARI CAPITAL MANAGEMENT, INC. History New 2,385 221 0.08% 1297 +2,385 New Q1 2026 Apr 23, 2026
Marathon Strategic Advisors, LLC History New 2,383 221 0.16% 1298 +2,383 New Q1 2026 Apr 15, 2026
Confluence Wealth Services, Inc. History Reduced 2,383 221 0.01% 0.01% 1296 -350 -12.81% Q1 2026 May 07, 2026
EntryPoint Capital, LLC History Reduced 2,373 220 0.06% 0.24% 1299 -5,868 -71.2% Q1 2026 May 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 2,362 219 0.05% 1302 +2,362 New Q1 2026 Apr 10, 2026
Oxbow Advisors, LLC History New 2,360 219 0.02% 1301 +2,360 New Q1 2026 Apr 27, 2026
CPA Asset Management Group, LLC History New 2,356 219 0.07% 1303 +2,356 New Q1 2026 May 05, 2026
Bensler, LLC History New 2,355 219 0.02% 1304 +2,355 New Q1 2026 May 01, 2026
Elgethun Capital Management History No change 2,361 219 0.04% 0.03% 1300 0 0.0% Q1 2026 May 14, 2026
NORRIS PERNE & FRENCH LLP/MI History New 2,342 217 0.01% 1306 +2,342 New Q1 2026 Apr 22, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 3,200 217 0.1% 0.13% 1305 -500 -13.51% Q1 2026 Apr 22, 2026
Second Line Capital, LLC History New 2,387 216 0.04% 1310 +2,387 New Q1 2026 May 14, 2026
Stockman Wealth Management, Inc. History New 2,325 216 0.02% 1309 +2,325 New Q1 2026 Apr 13, 2026
MOR Wealth Management, LLC History Reduced 2,328 216 0.1% 0.1% 1308 -758 -24.56% Q1 2026 Apr 24, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,327 216 0.01% 0.01% 1307 0 0.0% Q1 2026 May 14, 2026
BARLOW WEALTH PARTNERS, LLC History New 2,450 215 0.02% 1313 +2,450 New Q1 2026 Apr 21, 2026
First Bancorp, Inc /ME/ History New 2,321 215 0.11% 1311 +2,321 New Q1 2026 Apr 20, 2026
Valmark Advisers, Inc. History New 2,313 215 0.0% 1312 +2,313 New Q1 2026 May 01, 2026
Wealth Quarterback LLC History New 2,310 214 0.08% 1314 +2,310 New Q1 2026 Apr 09, 2026
Taylor Financial Group, Inc. History New 2,304 214 0.13% 1315 +2,304 New Q1 2026 May 13, 2026
Compass Ion Advisors, LLC History New 2,299 213 0.02% 1316 +2,299 New Q1 2026 Apr 13, 2026
HEADINVEST, LLC History New 2,290 212 0.04% 1317 +2,290 New Q1 2026 May 15, 2026
Hudock, Inc. History New 2,290 212 0.03% 1318 +2,290 New Q1 2026 May 13, 2026
Corus Family Wealth Advisors History New 2,285 212 0.17% 1319 +2,285 New Q1 2026 Apr 28, 2026
Sulzberger Capital Advisors, Inc. History New 2,284 212 0.22% 1320 +2,284 New Q1 2026 Apr 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 2,274 211 0.01% 1322 +2,274 New Q1 2026 Apr 09, 2026
OARSMAN CAPITAL, INC. History New 2,269 211 0.03% 1321 +2,269 New Q1 2026 Apr 27, 2026
FIRST NATIONAL TRUST CO History New 2,267 210 0.01% 1323 +2,267 New Q1 2026 May 07, 2026
J. Safra Sarasin Holding AG History New 2,263 209 0.0% 1326 +2,263 New Q1 2026 May 04, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History New 2,257 209 0.02% 1325 +2,257 New Q1 2026 May 01, 2026
Stonebrook Private Inc. History New 2,248 209 0.04% 1327 +2,248 New Q1 2026 May 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 2,847 209 0.02% 0.02% 1324 0 0.0% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History New 2,243 208 0.02% 1328 +2,243 New Q1 2026 May 13, 2026
BDFS Capital LLC History New 2,239 208 0.1% 1329 +2,239 New Q1 2026 Apr 15, 2026
Leslie Global Wealth, LLC History New 2,231 207 0.11% 1331 +2,231 New Q1 2026 May 15, 2026
SteelPeak Wealth, LLC History Reduced 2,234 207 0.01% 0.01% 1330 -681 -23.36% Q1 2026 May 05, 2026
Elite Life Management LLC History New 2,461 206 0.26% 1333 +2,461 New Q1 2026 May 11, 2026
ALTFEST L J & CO INC History New 2,221 206 0.02% 1332 +2,221 New Q1 2026 Apr 28, 2026
Mills Wealth Advisors LLC History New 2,209 205 0.07% 1335 +2,209 New Q1 2026 Apr 24, 2026
ARGUS INVESTORS' COUNSEL, INC. History Reduced 2,213 205 0.18% 0.16% 1334 -518 -18.97% Q1 2026 Apr 28, 2026
Red Mountain Financial, LLC History New 2,203 204 0.19% 1337 +2,203 New Q1 2026 Apr 28, 2026
Magnolia Private Wealth, LLC History New 2,202 204 0.14% 1338 +2,202 New Q1 2026 Apr 21, 2026
Veery Capital, LLC History New 2,194 204 0.06% 1336 +2,194 New Q1 2026 Apr 09, 2026
SevenBridge Financial Group, LLC History New 2,258 202 0.03% 1339 +2,258 New Q1 2026 Apr 23, 2026
Kapstone Financial Advisors LLC History New 2,177 202 0.1% 1341 +2,177 New Q1 2026 Apr 22, 2026
EWA, LLC History New 2,174 202 0.05% 1340 +2,174 New Q1 2026 Apr 23, 2026
Financial Engines Advisors L.L.C. History New 2,157 200 0.0% 1343 +2,157 New Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History New 2,152 200 0.01% 1344 +2,152 New Q1 2026 May 14, 2026
MTM Investment Management, LLC History Added to 2,159 200 0.06% 0.05% 1342 +4 0.19% Q1 2026 May 06, 2026
Avion Wealth History Added to 2,142 199 0.04% 0.02% 1345 +1,000 87.57% Q1 2026 May 01, 2026
Salomon & Ludwin, LLC History Added to 2,091 194 0.02% 0.01% 1346 +805 62.6% Q1 2026 May 11, 2026
Virtus Investment Advisers, LLC History Reduced 2,076 193 0.05% 0.04% 1347 -164 -7.32% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Reduced 2,067 192 0.01% 0.01% 1348 -775 -27.27% Q1 2026 Apr 24, 2026
Boit C F David History No change 2,000 186 0.08% 0.06% 1349 0 0.0% Q1 2026 Apr 09, 2026
McMillan Office, Inc. History Reduced 1,979 184 0.02% 0.02% 1351 -543 -21.53% Q1 2026 Apr 23, 2026
Union Bancaire Privee, UBP SA History No change 2,052 184 0.0% 0.0% 1350 0 0.0% Q1 2026 Apr 22, 2026
Whipplewood Advisors, LLC History Added to 1,974 183 0.09% 0.05% 1352 +885 81.27% Q1 2026 Apr 30, 2026
Hilton Head Capital Partners, LLC History Reduced 1,971 183 0.1% 0.09% 1353 -18 -0.9% Q1 2026 Apr 20, 2026
AdvisorNet Financial, Inc History Reduced 1,937 180 0.01% 0.01% 1354 -76 -3.78% Q1 2026 Apr 17, 2026
Owl Creek Wealth Partners LLC History New 1,928 179 0.06% 1355 +1,928 New Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Added to 1,894 176 0.01% 0.0% 1356 +553 41.24% Q1 2026 Apr 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,882 175 0.04% 1359 +1,882 New Q1 2026 May 08, 2026
Riverview Trust Co History Reduced 1,889 175 0.22% 0.23% 1357 -740 -28.15% Q1 2026 May 01, 2026
Noble Wealth Management PBC History No change 1,886 175 0.09% 0.07% 1358 0 0.0% Q1 2026 Apr 02, 2026
Sound Income Strategies, LLC History Reduced 1,868 171 0.01% 0.01% 1360 -65 -3.36% Q1 2026 Apr 27, 2026
NINE MASTS CAPITAL Ltd History New 16,300 169 0.02% 1361 +16,300 New Q1 2026 May 12, 2026
Westend Capital Management, LLC History Reduced 1,805 167 0.05% 0.04% 1362 -61 -3.27% Q1 2026 Apr 14, 2026
Medallion Wealth Advisors, LLC History Added to 1,803 167 0.05% 0.04% 1363 +1 0.06% Q1 2026 Apr 24, 2026
Pinnacle Bancorp, Inc. History Reduced 1,770 164 0.05% 0.04% 1364 -44 -2.43% Q1 2026 Apr 22, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 1,719 159 0.06% 1366 +1,719 New Q1 2026 Apr 28, 2026
Ameliora Wealth Management Ltd. History No change 1,720 159 0.05% 0.04% 1365 0 0.0% Q1 2026 Apr 23, 2026
True Link Financial Advisors, LLC History New 1,700 158 0.01% 1367 +1,700 New Q1 2026 Apr 29, 2026
Anfield Capital Management, LLC History Added to 1,683 156 0.04% 0.0% 1368 +1,650 5000.0% Q1 2026 May 12, 2026
Rossby Financial, LCC History Added to 1,665 153 0.03% 0.04% 1369 +88 5.58% Q1 2026 May 11, 2026
Winthrop Capital Management, LLC History No change 1,616 150 0.04% 0.03% 1370 0 0.0% Q1 2026 Apr 28, 2026
Grove Bank & Trust History Added to 1,579 146 0.02% 0.01% 1371 +12 0.77% Q1 2026 Apr 08, 2026
Strategic Wealth Partners, Ltd. History Reduced 1,563 145 0.01% 0.01% 1372 -567 -26.62% Q1 2026 May 12, 2026
Crews Bank & Trust History No change 1,568 145 0.02% 0.02% 1373 0 0.0% Q1 2026 May 13, 2026
Acropolis Investment Management, LLC History New 1,555 144 0.01% 1375 +1,555 New Q1 2026 Apr 09, 2026
CITY HOLDING CO History Reduced 1,558 144 0.02% 0.02% 1374 -880 -36.1% Q1 2026 Apr 15, 2026
Colonial Trust Advisors History Added to 1,521 141 0.01% 0.01% 1377 +33 2.22% Q1 2026 May 12, 2026
Indiana Trust & Investment Management Co History No change 1,521 141 0.04% 0.03% 1376 0 0.0% Q1 2026 Apr 28, 2026
BFSG, LLC History No change 1,480 137 0.01% 0.01% 1378 0 0.0% Q1 2026 Apr 28, 2026
Rakuten Securities, Inc. History Added to 1,471 136 0.06% 1379 +1,469 73450.0% Q1 2026 May 01, 2026
TSFG, LLC History No change 1,436 134 0.02% 0.02% 1380 0 0.0% Q1 2026 Apr 27, 2026
West Branch Capital LLC History No change 1,439 133 0.04% 0.03% 1381 0 0.0% Q1 2026 Apr 14, 2026
Tanglewood Legacy Advisors, LLC History No change 1,388 129 0.05% 0.04% 1382 0 0.0% Q1 2026 Apr 27, 2026
FIL Ltd History Reduced 1,345 125 0.0% 0.0% 1383 -12 -0.88% Q1 2026 May 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,300 120 0.03% 0.02% 1384 0 0.0% Q1 2026 Apr 22, 2026
City State Bank History Reduced 1,245 115 0.03% 0.03% 1387 -37 -2.89% Q1 2026 Apr 20, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 1,245 115 0.09% 0.08% 1385 0 0.0% Q1 2026 May 12, 2026
Princeton Global Asset Management LLC History No change 1,247 115 0.02% 0.01% 1386 0 0.0% Q1 2026 Apr 22, 2026
Global Assets Advisory, LLC History New 1,236 114 0.03% 1388 +1,236 New Q1 2026 May 01, 2026
Manchester Capital Management LLC History Reduced 1,217 113 0.02% 0.01% 1389 -81 -6.24% Q1 2026 May 11, 2026
EFG International AG History Added to 1,198 111 0.0% 0.0% 1390 +298 33.11% Q1 2026 May 15, 2026
Strategic Investment Advisors / MI History New 1,164 108 0.01% 1392 +1,164 New Q1 2026 May 18, 2026
Cornerstone Planning Group LLC History Added to 1,215 108 0.01% 0.01% 1391 +150 14.08% Q1 2026 May 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 1,145 106 0.0% 1393 +1,145 New Q1 2026 Apr 14, 2026
Vanguard National Trust Co History New 1,122 104 0.01% 1394 +1,122 New Q1 2026 May 08, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 1,118 103 0.02% 0.02% 1395 0 0.0% Q1 2026 May 12, 2026
Opal Wealth Advisors, LLC History New 1,098 102 0.02% 1396 +1,098 New Q1 2026 Apr 14, 2026
Colonial Trust Co / SC History Reduced 1,070 99 0.01% 0.01% 1397 -213 -16.6% Q1 2026 May 12, 2026
MCF Advisors LLC History Reduced 1,062 98 0.0% 0.0% 1398 -22 -2.03% Q1 2026 May 11, 2026
Roxbury Financial LLC History No change 1,062 98 0.09% 0.07% 1399 0 0.0% Q1 2026 Apr 17, 2026
Citizens National Bank Trust Department History Reduced 1,047 97 0.02% 0.01% 1400 -100 -8.72% Q1 2026 May 04, 2026
Golden State Wealth Management, LLC History Reduced 1,021 94 0.01% 0.01% 1401 -53 -4.93% Q1 2026 Apr 28, 2026
SUMMIT SECURITIES GROUP LLC History New 1,000 93 0.01% 1405 +1,000 New Q1 2026 Apr 30, 2026
Caitong International Asset Management Co., Ltd History Added to 1,001 93 0.02% 1403 +989 8241.67% Q1 2026 May 11, 2026
UNION SAVINGS BANK History Reduced 1,004 93 0.04% 0.04% 1404 -245 -19.62% Q1 2026 Apr 17, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,000 93 0.02% 0.02% 1402 0 0.0% Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History Reduced 972 90 0.01% 0.01% 1407 -4 -0.41% Q1 2026 Apr 24, 2026
Turim 21 Investimentos Ltda. History No change 2,940 90 0.02% 0.03% 1406 0 0.0% Q1 2026 May 15, 2026
BARRETT & COMPANY, INC. History Added to 952 88 0.03% 0.02% 1408 +1 0.11% Q1 2026 May 04, 2026
Fortitude Family Office, LLC History No change 950 88 0.02% 0.02% 1409 0 0.0% Q1 2026 Apr 15, 2026
GW&K Investment Management, LLC History Added to 928 86 0.0% 0.0% 1410 +113 13.87% Q1 2026 May 13, 2026
Fairscale Capital, LLC History No change 920 85 0.06% 0.04% 1411 0 0.0% Q1 2026 May 11, 2026
Elequin Capital, LP History New 889 82 0.01% 1413 +889 New Q1 2026 May 11, 2026
Sawyer & Company, Inc History No change 891 82 0.03% 0.02% 1412 0 0.0% Q1 2026 Apr 23, 2026
LRI Investments, LLC History No change 846 78 0.01% 0.01% 1414 0 0.0% Q1 2026 Apr 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 789 74 0.02% 0.02% 1415 0 0.0% Q1 2026 May 14, 2026
Fairman Group, LLC History No change 797 74 0.06% 0.05% 1416 0 0.0% Q1 2026 Apr 23, 2026
AMERIFLEX GROUP, INC. History No change 800 74 0.04% 0.03% 1417 0 0.0% Q1 2026 May 15, 2026
BAYBAN History No change 800 74 0.06% 0.05% 1418 0 0.0% Q1 2026 Apr 24, 2026
Bank of New Hampshire History Added to 791 73 0.02% 0.0% 1419 +721 1030.0% Q1 2026 Apr 13, 2026
Asset Dedication, LLC History No change 972 71 0.0% 0.0% 1420 0 0.0% Q4 2025 Jan 26, 2026
Tacita Capital Inc History No change 753 70 0.04% 0.03% 1421 0 0.0% Q1 2026 May 07, 2026
Accent Capital Management, LLC History New 745 69 0.03% 1422 +745 New Q1 2026 May 11, 2026
Ares Financial Consulting, LLC History Added to 740 68 0.05% 0.04% 1426 +219 42.03% Q1 2026 Apr 02, 2026
TFC Financial Management, Inc. History Reduced 741 68 0.01% 0.01% 1425 -210 -22.08% Q1 2026 Apr 23, 2026
Vermillion Wealth Management, Inc. History Added to 737 68 0.03% 0.02% 1424 +5 0.68% Q1 2026 Apr 17, 2026
WEBSTER BANK, N. A. History No change 739 68 0.01% 0.01% 1423 0 0.0% Q1 2026 Apr 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 730 67 0.0% 0.0% 1429 -34 -4.45% Q1 2026 Apr 10, 2026
ALBION FINANCIAL GROUP /UT History Added to 729 67 0.0% 0.0% 1428 +27 3.85% Q1 2026 Apr 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 726 67 0.03% 0.02% 1427 0 0.0% Q1 2026 May 05, 2026
Financial Network Wealth Advisors LLC History Added to 704 65 0.07% 0.05% 1430 +77 12.28% Q1 2026 May 14, 2026
Westside Investment Management, Inc. History No change 694 64 0.01% 0.01% 1431 0 0.0% Q1 2026 May 04, 2026
BOK Financial Private Wealth, Inc. History Reduced 686 63 0.0% 0.01% 1432 -500 -42.16% Q1 2026 May 12, 2026
Fourth Dimension Wealth, LLC History No change 682 63 0.02% 0.02% 1433 0 0.0% Q1 2026 May 11, 2026
Founders Capital Management History Reduced 662 61 0.03% 0.03% 1435 -108 -14.03% Q1 2026 Apr 21, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 662 61 0.0% 0.0% 1434 +75 12.78% Q1 2026 May 15, 2026
First Pacific Financial History Added to 643 59 0.01% 0.0% 1436 +166 34.8% Q1 2026 Apr 23, 2026
PlanVest Financial, Inc History New 629 58 0.04% 1437 +629 New Q1 2026 May 14, 2026
Red Tortoise LLC History Added to 611 56 0.02% 0.02% 1438 +1 0.16% Q1 2026 Apr 21, 2026
Blume Capital Management, Inc. History Added to 600 55 0.01% 0.0% 1440 +500 500.0% Q1 2026 May 01, 2026
TD Capital Management LLC History No change 597 55 0.0% 0.0% 1439 0 0.0% Q1 2026 May 11, 2026
Legacy Bridge, LLC History No change 600 55 0.02% 0.02% 1441 0 0.0% Q1 2026 May 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 581 54 0.03% 1443 +581 New Q1 2026 May 01, 2026
Key FInancial Inc History Added to 589 54 0.01% 0.01% 1442 +110 22.96% Q1 2026 Apr 24, 2026
Millstone Evans Group, LLC History No change 575 53 0.03% 0.02% 1444 0 0.0% Q1 2026 Apr 30, 2026
IFG Advisory, LLC History New 566 52 0.15% 1446 +566 New Q1 2026 May 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 564 52 0.01% 0.01% 1445 0 0.0% Q1 2026 Apr 29, 2026
Innovative Asset Advisors Group, LLC History New 559 51 0.03% 1448 +559 New Q1 2026 May 12, 2026
True Wealth Design, LLC History Added to 555 51 0.01% 0.01% 1447 +213 62.28% Q1 2026 Apr 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 517 48 0.0% 1450 +517 New Q1 2026 May 14, 2026
Greykasell Wealth Strategies, Inc. History No change 523 48 0.02% 0.02% 1449 0 0.0% Q1 2026 May 07, 2026
Generali Investments CEE, investicni spolecnost, a.s. History New 1,000 47 0.0% 1453 +1,000 New Q1 2026 Apr 15, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 508 47 0.01% 0.01% 1451 -167 -24.74% Q1 2026 Apr 17, 2026
NFSG Corp History Reduced 508 47 0.01% 0.01% 1452 -19 -3.61% Q1 2026 May 05, 2026
GHP Investment Advisors, Inc. History Added to 504 46 0.0% 0.0% 1455 +32 6.78% Q1 2026 Apr 21, 2026
Towne Trust Company, N.A History No change 500 46 0.01% 0.01% 1454 0 0.0% Q1 2026 Apr 22, 2026
Cheviot Value Management, LLC History No change 500 46 0.0% 0.0% 1456 0 0.0% Q1 2026 May 12, 2026
Winch Advisory Services, LLC History Added to 485 45 0.01% 0.01% 1457 +4 0.83% Q1 2026 Apr 30, 2026
Fortis Group Advisors, LLC History No change 492 45 0.01% 0.01% 1458 0 0.0% Q1 2026 May 08, 2026
SOA Wealth Advisors, LLC. History No change 489 45 0.01% 0.01% 1459 0 0.0% Q1 2026 May 20, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 480 44 0.01% 0.01% 1461 +59 14.01% Q1 2026 Apr 06, 2026
Wealth Enhancement Trust Services, Inc. History Added to 475 44 0.01% 0.0% 1462 +45 10.47% Q1 2026 Apr 08, 2026
SageView Advisory Group, LLC History No change 609 44 0.0% 0.0% 1460 0 0.0% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Reduced 465 43 0.0% 0.0% 1464 -152 -24.64% Q1 2026 Apr 22, 2026
ALERUS FINANCIAL NA History Reduced 463 43 0.0% 0.0% 1463 -51 -9.92% Q1 2026 May 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 443 41 0.01% 0.0% 1465 0 0.0% Q1 2026 Apr 15, 2026
Community Bank, N.A. History No change 440 40 0.0% 0.0% 1466 0 0.0% Q1 2026 May 12, 2026
Private Wealth Asset Management, LLC History No change 423 39 0.0% 0.0% 1467 0 0.0% Q1 2026 May 06, 2026
Measured Wealth Private Client Group, LLC History No change 410 38 0.01% 0.01% 1468 0 0.0% Q1 2026 May 13, 2026
Quintet Private Bank (Europe) S.A. History New 407 37 0.0% 1470 +407 New Q1 2026 Apr 22, 2026
Y.D. More Investments Ltd History No change 400 37 0.0% 0.0% 1469 0 0.0% Q1 2026 May 04, 2026
Napier Financial, LLC History New 389 36 0.01% 1475 +389 New Q1 2026 May 05, 2026
Wiser Advisor Group LLC History Added to 395 36 0.04% 0.03% 1473 +4 1.02% Q1 2026 Apr 22, 2026
Litman Gregory Wealth Management LLC History No change 500 36 0.0% 0.0% 1471 0 0.0% Q4 2025 Feb 12, 2026
Pflug Koory, LLC History No change 392 36 0.02% 0.01% 1472 0 0.0% Q1 2026 Apr 21, 2026
Provenance Wealth Advisors, LLC History No change 390 36 0.0% 0.0% 1474 0 0.0% Q1 2026 Apr 20, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 400 35 0.02% 0.03% 1476 -350 -46.67% Q1 2026 May 11, 2026
Nalls Sherbakoff Group, LLC History No change 484 35 0.03% 0.03% 1477 0 0.0% Q4 2025 Mar 12, 2026
Destiny Wealth Partners, LLC History New 375 34 0.0% 1479 +375 New Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History Added to 371 34 0.0% 0.0% 1478 +191 106.11% Q1 2026 Apr 21, 2026
CVA Family Office, LLC History No change 362 33 0.0% 0.0% 1480 0 0.0% Q1 2026 Apr 29, 2026
Operose Advisors LLC History New 350 32 0.01% 1483 +350 New Q1 2026 May 12, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 350 32 0.0% 0.0% 1481 -299 -46.07% Q1 2026 Apr 28, 2026
N.E.W. Advisory Services LLC History Added to 353 32 0.0% 0.0% 1482 +210 146.85% Q1 2026 May 04, 2026
Dogwood Wealth Management LLC History Added to 336 31 0.01% 0.01% 1485 +75 28.74% Q1 2026 May 12, 2026
New England Capital Financial Advisors LLC History No change 338 31 0.01% 0.01% 1484 0 0.0% Q1 2026 Apr 27, 2026
Trask Adam Roland History New 325 30 0.03% 1489 +325 New Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Reduced 324 30 0.0% 0.01% 1488 -230 -41.52% Q1 2026 May 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 328 30 0.02% 0.01% 1487 +3 0.92% Q1 2026 May 13, 2026
CGC Financial Services, LLC History No change 324 30 0.01% 0.01% 1486 0 0.0% Q1 2026 Apr 13, 2026
Retirement Wealth Solutions LLC History Added to 313 29 0.02% 0.01% 1490 +30 10.6% Q1 2026 Apr 07, 2026
Murphy & Mullick Capital Management Corp History No change 319 29 0.02% 0.02% 1491 0 0.0% Q1 2026 Apr 17, 2026
Nemes Rush Group LLC History Added to 304 28 0.0% 0.0% 1494 +43 16.48% Q1 2026 Apr 21, 2026
Ulland Investment Advisors, LLC History No change 300 28 0.02% 0.02% 1492 0 0.0% Q1 2026 Apr 27, 2026
Acumen Wealth Advisors, LLC History No change 309 28 0.01% 0.01% 1493 0 0.0% Q1 2026 May 13, 2026
Accordant Advisory Group Inc History New 295 27 0.02% 1498 +295 New Q1 2026 May 11, 2026
Signature Equity Partners, LLC History Added to 293 27 0.01% 0.01% 1497 +58 24.68% Q1 2026 May 13, 2026
WPG Advisers, LLC History Reduced 293 27 0.02% 0.02% 1496 -57 -16.29% Q1 2026 Apr 29, 2026
Smallwood Wealth Investment Management, LLC History No change 300 27 0.01% 0.01% 1495 0 0.0% Q1 2026 Apr 22, 2026
Truvestments Capital LLC History Added to 287 26 0.0% 0.0% 1499 +80 38.65% Q1 2026 May 13, 2026
Missouri Trust & Investment Co History No change 285 26 0.01% 0.01% 1500 0 0.0% Q1 2026 May 14, 2026
Stephens Consulting, LLC History No change 359 26 0.01% 0.01% 1501 0 0.0% Q4 2025 Jan 13, 2026
Motiv8 Investments LLC History No change 349 26 0.01% 0.01% 1502 0 0.0% Q4 2025 Feb 13, 2026
Kilter Group LLC History Added to 272 25 0.01% 0.0% 1503 +154 130.51% Q1 2026 May 14, 2026
Evelyn Partners Asset Management Ltd History No change 276 25 0.01% 0.0% 1504 0 0.0% Q1 2026 May 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 263 24 0.02% 1507 +263 New Q1 2026 Apr 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 265 24 0.0% 0.0% 1505 +102 62.58% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History Reduced 264 24 0.0% 0.0% 1506 -98 -27.07% Q1 2026 Apr 23, 2026
PROFFITT & GOODSON INC History No change 248 23 0.0% 0.0% 1508 0 0.0% Q1 2026 May 06, 2026
ORG Partners LLC History No change 325 23 0.0% 0.0% 1509 0 0.0% Q4 2025 Jan 14, 2026
JPL Wealth Management, LLC History New 238 22 0.01% 1513 +238 New Q1 2026 May 08, 2026
Abound Wealth Management History Reduced 245 22 0.0% 0.0% 1511 -36 -12.81% Q1 2026 Apr 10, 2026
FIRST UNITED BANK & TRUST History Reduced 240 22 0.01% 0.01% 1510 -25 -9.43% Q1 2026 Apr 21, 2026
Park Place Capital Corp History Added to 245 22 0.0% 0.0% 1512 +17 7.46% Q1 2026 Apr 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 229 21 0.01% 0.05% 1514 -1,667 -87.92% Q1 2026 Apr 14, 2026
COUNTRY TRUST BANK History Reduced 234 21 0.0% 0.0% 1515 -176 -42.93% Q1 2026 Apr 10, 2026
Tradewinds Capital Management, LLC History No change 233 21 0.0% 0.0% 1516 0 0.0% Q1 2026 Apr 14, 2026
DecisionPoint Financial, LLC History No change 228 21 0.0% 0.0% 1517 0 0.0% Q1 2026 May 06, 2026
BankPlus Trust Department History No change 226 21 0.01% 0.0% 1518 0 0.0% Q1 2026 May 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 222 20 0.0% 0.0% 1519 -262 -54.13% Q1 2026 Apr 23, 2026
Plante Moran Financial Advisors, LLC History New 225 20 0.0% 1522 +225 New Q1 2026 May 05, 2026
Triumph Capital Management History Added to 224 20 0.0% 0.0% 1520 +121 117.48% Q1 2026 May 13, 2026
Vision Retirement, LLC History No change 224 20 0.01% 0.0% 1521 0 0.0% Q1 2026 May 07, 2026
Financial Freedom, LLC History No change 206 19 0.01% 0.01% 1523 0 0.0% Q1 2026 Apr 30, 2026
Centennial Bank/AR/ History No change 215 19 0.01% 0.01% 1524 0 0.0% Q1 2026 May 06, 2026
Wall Street Financial Group, Inc. History New 195 18 0.01% 1532 +195 New Q1 2026 May 05, 2026
Global Wealth Strategies & Associates History Added to 196 18 0.0% 0.0% 1529 +31 18.79% Q1 2026 Apr 03, 2026
Security National Bank History No change 200 18 0.0% 0.0% 1525 0 0.0% Q1 2026 Apr 16, 2026
Front Row Advisors LLC History No change 200 18 0.01% 0.0% 1526 0 0.0% Q1 2026 May 19, 2026
Prestige Wealth Management Group LLC History No change 200 18 0.0% 0.0% 1527 0 0.0% Q1 2026 May 13, 2026
REDMONT WEALTH ADVISORS LLC History No change 258 18 0.03% 0.03% 1528 0 0.0% Q4 2025 Feb 06, 2026
Quent Capital, LLC History No change 196 18 0.0% 0.0% 1530 0 0.0% Q1 2026 Apr 28, 2026
Kentucky Trust Co History No change 200 18 0.01% 0.01% 1531 0 0.0% Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History New 191 17 0.0% 1533 +191 New Q1 2026 Apr 08, 2026
Evelyn Partners Investment Management Services Ltd History No change 178 16 0.0% 0.0% 1534 0 0.0% Q1 2026 May 15, 2026
Synergy Investment Management, LLC History New 170 15 0.0% 1540 +170 New Q1 2026 May 14, 2026
Lloyd Advisory Services, LLC. History New 164 15 0.0% 1539 +164 New Q1 2026 May 13, 2026
MASECO LLP History New 163 15 0.0% 1541 +163 New Q1 2026 Apr 21, 2026
Kingdom Financial Group LLC. History Added to 164 15 0.0% 0.0% 1538 +103 168.85% Q1 2026 May 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 162 15 0.0% 0.0% 1535 0 0.0% Q1 2026 Apr 17, 2026
Investment Research & Advisory Group, Inc. History No change 165 15 0.01% 0.0% 1536 0 0.0% Q1 2026 Apr 20, 2026
High Note Wealth, LLC History No change 166 15 0.0% 0.0% 1537 0 0.0% Q1 2026 May 11, 2026
Lavaca Capital LLC History No change 154 14 0.0% 0.0% 1542 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History Added to 148 13 0.01% 0.01% 1545 +29 24.37% Q1 2026 May 08, 2026
Jackson, Grant Investment Advisers, Inc. History No change 142 13 0.0% 0.0% 1543 0 0.0% Q1 2026 May 08, 2026
RMG Wealth Management LLC History No change 164 13 0.0% 0.0% 1544 0 0.0% Q1 2026 May 14, 2026
Essential Partners LLC History No change 148 13 0.0% 0.0% 1546 0 0.0% Q1 2026 May 21, 2026
Strategic Wealth Advisors LLC History Reduced 133 12 0.01% 0.02% 1551 -134 -50.19% Q1 2026 May 01, 2026
Strengthening Families & Communities, LLC History New 133 12 0.0% 1552 +133 New Q1 2026 May 11, 2026
Westfuller Advisors, LLC History Added to 135 12 0.01% 0.0% 1548 +1 0.75% Q1 2026 Apr 28, 2026
Signature Resources Capital Management, LLC History No change 139 12 0.01% 0.01% 1547 0 0.0% Q1 2026 May 01, 2026
Bank of Jackson Hole Trust History No change 136 12 0.01% 0.0% 1549 0 0.0% Q1 2026 May 12, 2026
PINNEY & SCOFIELD, INC. History No change 130 12 0.01% 0.01% 1550 0 0.0% Q1 2026 May 15, 2026
YANKCOM Partnership History Reduced 122 11 0.0% 0.01% 1555 -229 -65.24% Q1 2026 Apr 20, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 126 11 0.01% 1559 +126 New Q1 2026 May 08, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 124 11 0.0% 0.0% 1553 +92 287.5% Q1 2026 Apr 30, 2026
Clark Wealth Partners History Added to 128 11 0.01% 0.01% 1557 +1 0.79% Q1 2026 May 11, 2026
GoalVest Advisory LLC History No change 129 11 0.0% 0.0% 1554 0 0.0% Q1 2026 Apr 13, 2026
Boreal Capital Management LLC History No change 125 11 0.01% 0.01% 1556 0 0.0% Q1 2026 May 14, 2026
Monetary Solutions, Ltd History No change 123 11 0.01% 0.01% 1558 0 0.0% Q1 2026 May 01, 2026
Intentional Wealth Strategies, LLC History New 117 10 0.01% 1568 +117 New Q1 2026 May 05, 2026
Gen-Wealth Partners Inc History New 108 10 0.0% 1567 +108 New Q1 2026 May 08, 2026
BALLAST ADVISORS LLC History New 107 10 0.0% 1566 +107 New Q1 2026 May 12, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 110 10 0.0% 0.0% 1565 +1 0.92% Q1 2026 Apr 07, 2026
Morse Asset Management, Inc History No change 110 10 0.0% 0.0% 1560 0 0.0% Q1 2026 May 14, 2026
GPS Wealth Strategies Group, LLC History No change 140 10 0.01% 0.01% 1561 0 0.0% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History No change 114 10 0.0% 0.0% 1562 0 0.0% Q1 2026 Apr 09, 2026
CoreFirst Bank & Trust History No change 139 10 0.01% 0.01% 1563 0 0.0% Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History No change 146 10 0.01% 0.01% 1564 0 0.0% Q4 2025 Feb 10, 2026
GODSEY & GIBB, INC History Reduced 100 9 0.0% 0.0% 1569 -200 -66.67% Q1 2026 Apr 20, 2026
Costello Asset Management, INC History New 100 9 0.0% 1573 +100 New Q1 2026 Apr 30, 2026
IMA Advisory Services, Inc. History Reduced 107 9 0.0% 0.0% 1570 -9 -7.76% Q1 2026 May 06, 2026
Corsicana & Co. History No change 128 9 0.01% 0.01% 1571 0 0.0% Q1 2026 May 13, 2026
Bare Financial Services, Inc History No change 102 9 0.0% 0.0% 1572 0 0.0% Q1 2026 May 14, 2026
Valued Wealth Advisors LLC History Added to 89 8 0.0% 1574 +83 1383.33% Q1 2026 Apr 30, 2026
KERR FINANCIAL PLANNING Corp History Added to 98 8 0.01% 0.01% 1576 +2 2.08% Q1 2026 Apr 29, 2026
Breakwater Investment Management History No change 96 8 0.0% 0.0% 1575 0 0.0% Q1 2026 May 14, 2026
HighMark Wealth Management LLC History New 83 7 0.0% 1580 +83 New Q1 2026 May 05, 2026
Main Street Group, LTD History New 83 7 0.0% 1581 +83 New Q1 2026 May 06, 2026
Portus Wealth Advisors, LLC History New 81 7 0.01% 1582 +81 New Q1 2026 Apr 22, 2026
Nova Wealth Management, Inc. History Reduced 80 7 0.0% 0.0% 1578 -15 -15.79% Q1 2026 Apr 14, 2026
SYNTAX RESEARCH, INC. History No change 83 7 0.0% 0.0% 1577 0 0.0% Q1 2026 Apr 24, 2026
Benson Wealth Management INC History No change 80 7 0.01% 0.01% 1579 0 0.0% Q1 2026 May 12, 2026
JDM Financial Group LLC History New 72 6 0.0% 1588 +72 New Q1 2026 May 20, 2026
Burk Holdings LLC History New 69 6 0.0% 1589 +69 New Q1 2026 May 07, 2026
CX Institutional History Reduced 61 6 0.0% 0.0% 1583 -33 -35.11% Q1 2026 Apr 06, 2026
Bell Investment Advisors, Inc History Added to 73 6 0.0% 0.0% 1585 +9 14.06% Q1 2026 Apr 17, 2026
Piscataqua Savings Bank History No change 66 6 0.0% 0.0% 1584 0 0.0% Q1 2026 Apr 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 66 6 0.0% 0.0% 1586 0 0.0% Q1 2026 Apr 02, 2026
Aventura Private Wealth, LLC History No change 74 6 0.0% 0.0% 1587 0 0.0% Q1 2026 May 05, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 50 5 0.0% 0.0% 1590 -350 -87.5% Q1 2026 May 15, 2026
Park Square Financial Group, LLC History Reduced 58 5 0.04% 0.05% 1594 -91 -61.07% Q1 2026 May 13, 2026
Covestor Ltd History Added to 58 5 0.0% 0.0% 1592 +21 56.76% Q1 2026 May 05, 2026
Mascoma Wealth Management LLC History No change 54 5 0.0% 0.0% 1591 0 0.0% Q1 2026 Apr 30, 2026
Byrne Asset Management LLC History No change 64 5 0.0% 0.0% 1593 0 0.0% Q1 2026 Apr 02, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 61 5 0.0% 0.0% 1595 0 0.0% Q1 2026 May 14, 2026
Wealth Science Advisors LLC History New 55 4 0.0% 1603 +55 New Q1 2026 Apr 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 46 4 0.0% 0.0% 1597 -54 -54.0% Q1 2026 May 11, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 49 4 0.0% 0.0% 1602 -17 -25.76% Q1 2026 May 14, 2026
Darwin Wealth Management, LLC History Added to 47 4 0.0% 0.0% 1598 +1 2.17% Q1 2026 May 01, 2026
Ameritas Investment Partners, Inc. History No change 44 4 0.0% 0.0% 1596 0 0.0% Q1 2026 May 13, 2026
Pacifica Partners Inc. History No change 50 4 0.0% 0.0% 1599 0 0.0% Q1 2026 Apr 09, 2026
Olistico Wealth, LLC History No change 45 4 0.0% 0.0% 1600 0 0.0% Q1 2026 Apr 08, 2026
DiNuzzo Private Wealth, Inc. History No change 50 4 0.0% 0.0% 1601 0 0.0% Q1 2026 Apr 08, 2026
Raleigh Capital Management Inc. History New 36 3 0.0% 1608 +36 New Q1 2026 Apr 28, 2026
IAG Wealth Partners, LLC History New 34 3 0.0% 1607 +34 New Q1 2026 Apr 29, 2026
Sunrise Financial Services, LLC History Added to 36 3 0.0% 0.0% 1606 +3 9.09% Q1 2026 Apr 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 36 3 0.0% 0.0% 1604 0 0.0% Q1 2026 May 11, 2026
Legacy Wealth Managment, LLC/ID History No change 33 3 0.0% 0.0% 1605 0 0.0% Q1 2026 May 07, 2026
Horrell Capital Management, Inc. History New 32 2 0.0% 1613 +32 New Q1 2026 Apr 30, 2026
TOTH FINANCIAL ADVISORY CORP History No change 26 2 0.0% 0.0% 1609 0 0.0% Q1 2026 Apr 16, 2026
DAGCO, INC. History No change 30 2 0.0% 0.0% 1610 0 0.0% Q1 2026 Apr 20, 2026
Beaird Harris Wealth Management, LLC History No change 28 2 0.0% 0.0% 1611 0 0.0% Q1 2026 May 14, 2026
Quest 10 Wealth Builders, Inc. History No change 25 2 0.0% 0.0% 1612 0 0.0% Q1 2026 May 06, 2026
Frazier Financial Advisors, LLC History Reduced 15 1 0.0% 0.0% 1615 -52 -77.61% Q1 2026 May 05, 2026
Nvest Wealth Strategies, Inc. History New 15 1 0.0% 1618 +15 New Q1 2026 Apr 13, 2026
ATWOOD & PALMER INC History No change 15 1 0.0% 0.0% 1614 0 0.0% Q1 2026 Apr 15, 2026
Caitlin John, LLC History No change 13 1 0.0% 1616 0 0.0% Q1 2026 May 13, 2026
Bernard Wealth Management Corp. History No change 19 1 0.0% 0.0% 1617 0 0.0% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.1% -881,376 -100.0% Q1 2026 May 14, 2026
Merewether Investment Management, LP History Closed out 0 0 0.91% -539,421 -100.0% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.03% -174,870 -100.0% Q1 2026 Apr 22, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.03% -125,212 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.08% -80,000 -100.0% Q1 2026 May 15, 2026
tru Independence LLC History Closed out 0 0 1.42% -76,445 -100.0% Q1 2026 Apr 22, 2026
Regency Capital Management Inc.\DE History Closed out 0 0 2.21% -72,293 -100.0% Q1 2026 May 05, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.04% -65,698 -100.0% Q1 2026 Apr 07, 2026
Blackstone Inc. History Closed out 0 0 0.02% -63,064 -100.0% Q1 2026 May 15, 2026
Yarbrough Capital, LLC History Closed out 0 0 0.13% -57,590 -100.0% Q1 2026 Apr 13, 2026
Man Group plc History Closed out 0 0 0.01% -42,519 -100.0% Q1 2026 May 15, 2026
Asio Capital, LLC History Closed out 0 0 0.4% -39,002 -100.0% Q1 2026 Apr 15, 2026
Forum Financial Management, LP History Closed out 0 0 0.03% -34,432 -100.0% Q1 2026 Apr 23, 2026
Trexquant Investment LP History Closed out 0 0 0.02% -33,938 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.05% -28,510 -100.0% Q1 2026 Apr 23, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 0.15% -20,989 -100.0% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Closed out 0 0 0.0% -16,699 -100.0% Q1 2026 May 01, 2026
SOL Capital Management CO History Closed out 0 0 0.1% -14,698 -100.0% Q1 2026 Apr 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -13,248 -100.0% Q1 2026 May 12, 2026
Clear Creek Financial Management, LLC History Closed out 0 0 0.07% -12,029 -100.0% Q1 2026 Apr 22, 2026
Investor's Fiduciary Advisor Network, LLC History Closed out 0 0 0.17% -10,549 -100.0% Q1 2026 May 12, 2026
Collaborative Wealth Managment Inc. History Closed out 0 0 0.24% -9,104 -100.0% Q1 2026 May 05, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Closed out 0 0 0.01% -9,085 -100.0% Q1 2026 May 12, 2026
Sage Mountain Advisors LLC History Closed out 0 0 0.03% -8,299 -100.0% Q1 2026 May 11, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Closed out 0 0 0.09% -7,526 -100.0% Q1 2026 Apr 29, 2026
CenterStar Asset Management, LLC History Closed out 0 0 0.14% -7,000 -100.0% Q1 2026 May 01, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.09% -6,120 -100.0% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -6,103 -100.0% Q1 2026 Apr 29, 2026
COMMONS CAPITAL, LLC History Closed out 0 0 0.29% -6,000 -100.0% Q1 2026 Apr 30, 2026
Cordatus Wealth Management LLC History Closed out 0 0 0.09% -5,181 -100.0% Q1 2026 Apr 29, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.01% -5,157 -100.0% Q1 2026 May 01, 2026
Argent Advisors, Inc. History Closed out 0 0 0.09% -4,556 -100.0% Q1 2026 Apr 24, 2026
Alteri Wealth LLC History Closed out 0 0 0.1% -4,404 -100.0% Q1 2026 May 06, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.02% -4,329 -100.0% Q1 2026 May 20, 2026
VILLERE ST DENIS J & CO LLC History Closed out 0 0 0.03% -4,000 -100.0% Q1 2026 Apr 30, 2026
CHILTON INVESTMENT CO INC. History Closed out 0 0 0.01% -4,000 -100.0% Q1 2026 May 15, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Closed out 0 0 0.2% -3,830 -100.0% Q1 2026 Apr 20, 2026
StoneX Group Inc. History Closed out 0 0 0.01% -3,740 -100.0% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Closed out 0 0 0.0% -3,672 -100.0% Q1 2026 Apr 15, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Closed out 0 0 0.02% -3,628 -100.0% Q1 2026 Apr 24, 2026
Ascension Capital Advisors, Inc. History Closed out 0 0 0.09% -3,400 -100.0% Q1 2026 May 13, 2026
BCS Wealth Management History Closed out 0 0 0.02% -3,270 -100.0% Q1 2026 Apr 17, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -3,226 -100.0% Q1 2026 May 07, 2026
Goldstone Financial Group, LLC History Closed out 0 0 0.03% -3,202 -100.0% Q1 2026 Apr 24, 2026
Matthew Goff Investment Advisor, LLC History Closed out 0 0 0.04% -3,146 -100.0% Q1 2026 Apr 16, 2026
FMB WEALTH MANAGEMENT History Closed out 0 0 0.09% -3,145 -100.0% Q1 2026 Apr 15, 2026
Warther Private Wealth, LLC History Closed out 0 0 0.05% -3,099 -100.0% Q1 2026 May 14, 2026
MKT Advisors LLC History Closed out 0 0 0.07% -2,900 -100.0% Q1 2026 Apr 10, 2026
Leibman Financial Services, Inc. History Closed out 0 0 0.15% -2,856 -100.0% Q1 2026 Apr 13, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.02% -2,165 -100.0% Q1 2026 May 12, 2026
Merited Wealth, LLC History Closed out 0 0 0.05% -810 -100.0% Q1 2026 Apr 24, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.02% -800 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.02% -751 -100.0% Q1 2026 May 06, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -464 -100.0% Q1 2026 May 01, 2026
IMG Wealth Management, Inc. History Closed out 0 0 0.02% -402 -100.0% Q1 2026 May 15, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -351 -100.0% Q1 2026 May 01, 2026
SOUTH PLAINS FINANCIAL, INC. History Closed out 0 0 0.01% -318 -100.0% Q1 2026 May 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -201 -100.0% Q1 2026 May 15, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 11, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.01% -193 -100.0% Q1 2026 May 15, 2026
Ninety One UK Ltd History Closed out 0 0 0.0% -163 -100.0% Q1 2026 Apr 24, 2026
Bangor Savings Bank History Closed out 0 0 0.0% -142 -100.0% Q1 2026 Apr 01, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -116 -100.0% Q1 2026 May 15, 2026
Bravera Wealth History Closed out 0 0 0.0% -116 -100.0% Q1 2026 Apr 22, 2026
Center for Financial Planning, Inc. History Closed out 0 0 0.0% -112 -100.0% Q1 2026 May 04, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -95 -100.0% Q1 2026 May 04, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -86 -100.0% Q1 2026 Apr 23, 2026
Fort Vancouver Investment Management, LLC History Closed out 0 0 0.0% -67 -100.0% Q1 2026 May 15, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -60 -100.0% Q1 2026 May 11, 2026
Quaker Wealth Management, LLC History Closed out 0 0 0.0% -46 -100.0% Q1 2026 Apr 10, 2026
HHM Wealth Advisors, LLC History Closed out 0 0 0.0% -46 -100.0% Q1 2026 Apr 17, 2026
STEPH & CO History Closed out 0 0 0.0% -32 -100.0% Q1 2026 Apr 17, 2026
Heritage Wealth Advisors History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 13, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -9 -100.0% Q1 2026 May 12, 2026
Walsh & Associates, LLC History New 4 0 +4 New Q1 2026 May 15, 2026
Financial Gravity Asset Management, Inc. History New 3 0 +3 New Q1 2026 May 08, 2026
Quattro Advisors LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 14, 2026
LOOMIS SAYLES & CO L P History No change 1 0 0 0.0% Q1 2026 May 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 May 01, 2026
Hughes Financial Services, LLC History No change 9 0 0 0.0% Q1 2026 Apr 29, 2026
Godfrey Financial Associates, Inc. History No change 9 0 0 0.0% Q1 2026 May 11, 2026