VanEck ETF Trust - SMH

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 18,629,322 7,142,482 0.8% 0.53% 1 +5,779,252 44.97% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 14,601,001 5,598,023 0.72% 0.53% 2 +4,906,001 50.6% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 10,459,469 4,010,160 0.29% 0.32% 3 -1,714,713 -14.08% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 8,800,400 3,374,073 0.55% 0.56% 4 -1,616,463 -15.52% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 5,462,872 2,094,465 0.13% 0.06% 5 +2,805,332 105.56% Q1 2026 May 15, 2026
Situational Awareness Partners LP History New 5,354,850 2,053,049 15.01% 6 +5,354,850 New Q1 2026 May 15, 2026
Situational Awareness LP History New 5,354,850 2,053,049 15.01% 7 +5,354,850 New Q1 2026 May 15, 2026
Belvedere Trading LLC History Reduced 3,629,200 1,391,435 1.65% 1.55% 8 -381,700 -9.52% Q1 2026 May 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,150,219 1,113,015 0.54% 0.51% 9 +208,585 22.15% Q1 2026 May 12, 2026
LPL Financial LLC History Added to 2,825,800 1,083,411 0.29% 0.27% 10 +114,925 4.24% Q1 2026 May 06, 2026
CTC LLC History New 85,133 818,835 0.38% 11 +85,133 New Q1 2026 May 21, 2026
CITIGROUP INC History Reduced 2,072,455 794,579 0.34% 0.35% 12 -140,894 -6.37% Q1 2026 May 11, 2026
Apollo Management Holdings, L.P. History Reduced 2,000,000 766,800 10.09% 6.48% 13 -200,000 -9.09% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,966,700 754,032 0.31% 0.29% 14 +23,328 1.2% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 1,936,187 742,334 0.87% 0.88% 15 -352,318 -15.4% Q1 2026 May 15, 2026
Parallax Volatility Advisers, L.P. History Added to 1,760,100 674,822 1.75% 1.12% 16 +181,000 11.46% Q1 2026 May 15, 2026
UBS Group AG History Reduced 1,739,489 666,920 0.1% 0.15% 17 -856,630 -33.0% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 1,819,285 659,545 0.04% 0.03% 18 +711,561 64.24% Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 1,278,343 490,116 0.12% 0.09% 19 +274,731 27.37% Q1 2026 May 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 1,196,360 458,684 2.17% 0.87% 20 +682,080 132.63% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 1,191,872 456,964 0.08% 0.05% 21 +274,609 29.94% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,086,896 416,715 0.05% 0.14% 22 -1,981,608 -64.58% Q1 2026 May 15, 2026
Hel Ved Capital Management Ltd History Added to 1,072,400 411,158 48.73% 9.82% 23 +970,900 956.55% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 998,973 383,006 0.07% 0.06% 24 +100,788 11.22% Q1 2026 Jul 08, 2026
TUDOR INVESTMENT CORP ET AL History Added to 961,027 368,457 0.68% 0.39% 25 +378,391 64.94% Q1 2026 May 15, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 905,426 347,140 3.81% 3.21% 26 +133,601 17.31% Q1 2026 Apr 29, 2026
AMERIPRISE FINANCIAL INC History Added to 901,736 345,284 0.08% 0.04% 27 +463,599 105.81% Q1 2026 Jul 17, 2026
Polymer Capital Management (HK) LTD History Added to 809,200 310,247 26.81% 8.69% 28 +639,500 376.84% Q1 2026 May 14, 2026
PEAK6 LLC History Reduced 803,202 307,947 0.72% 1.53% 29 -1,482,464 -64.86% Q1 2026 May 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 760,447 291,548 2.53% 1.25% 30 +356,995 88.49% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 746,218 286,099 0.08% 0.06% 31 +210,736 39.35% Q1 2026 May 04, 2026
Walleye Trading LLC History Added to 638,300 244,724 0.41% 0.29% 32 +80,600 14.45% Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 620,983 238,084 0.07% 0.06% 33 +53,967 9.52% Q1 2026 May 14, 2026
Saudi Central Bank History No change 602,006 230,809 4.88% 8.1% 34 0 0.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 596,757 228,796 0.23% 0.7% 35 -1,526,043 -71.89% Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 570,000 218,538 1.32% 0.64% 36 +295,000 107.27% Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 535,281 205,226 0.13% 0.12% 37 -12,736 -2.32% Q1 2026 May 07, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 534,268 204,838 1.39% 3.74% 38 -664,629 -55.44% Q1 2026 May 05, 2026
Cavalier Investments, LLC History Added to 525,995 201,666 5.45% 5.68% 39 +219,263 71.48% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 511,623 196,156 0.21% 0.19% 40 +16,810 3.4% Q1 2026 May 13, 2026
RiverFront Investment Group, LLC History Added to 427,354 163,847 2.53% 2.37% 41 +28,009 7.01% Q1 2026 May 11, 2026
RENAISSANCE TECHNOLOGIES LLC History New 369,487 141,661 0.22% 42 +369,487 New Q1 2026 May 14, 2026
TORNO CAPITAL, LLC History New 346,300 132,771 18.31% 43 +346,300 New Q1 2026 May 15, 2026
Nishkama Capital, LLC History New 343,500 131,697 8.31% 44 +343,500 New Q1 2026 May 15, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Added to 320,000 122,688 3.3% 1.12% 45 +170,000 113.33% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 318,266 122,102 0.18% 0.15% 46 +36,937 13.13% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 309,775 118,767 0.54% 0.41% 47 -104,625 -25.25% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 303,533 116,374 0.21% 0.22% 48 -35,003 -10.34% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 258,729 99,196 0.28% 0.25% 49 -21,879 -7.8% Q1 2026 May 04, 2026
BlueCrest Capital Management Ltd History New 247,500 94,891 5.6% 50 +247,500 New Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 210,660 80,767 0.23% 0.03% 51 +178,179 548.56% Q1 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History New 199,461 76,473 0.05% 52 +199,461 New Q1 2026 May 15, 2026
Howard Capital Management Inc. History New 197,200 75,606 1.24% 53 +197,200 New Q1 2026 May 05, 2026
DV Trading LLC History Added to 194,281 74,487 1.77% 1.06% 54 +90,157 86.59% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 193,697 74,264 0.19% 0.2% 55 -16,151 -7.7% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 193,451 72,402 0.03% 0.03% 56 +36,252 23.06% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 187,658 71,947 0.1% 0.13% 57 -81,499 -30.28% Q1 2026 Apr 27, 2026
Point72 Asset Management, L.P. History Reduced 187,598 71,925 0.09% 0.22% 58 -368,202 -66.25% Q1 2026 May 15, 2026
Cornerstone Advisors, LLC History Added to 177,495 68,051 2.5% 1.67% 59 +38,570 27.76% Q1 2026 May 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 176,131 67,528 0.09% 1.07% 60 -2,156,042 -92.45% Q1 2026 May 15, 2026
Moss Adams Wealth Advisors LLC History Reduced 173,466 66,506 4.86% 4.63% 61 -3,966 -2.24% Q1 2026 Apr 23, 2026
NOMURA HOLDINGS INC History New 166,600 63,874 0.17% 62 +166,600 New Q1 2026 May 15, 2026
Portfolio Strategies, Inc. History Reduced 163,291 62,613 7.72% 8.64% 63 -43,969 -21.21% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Added to 163,900 62,557 0.29% 0.2% 64 +47,916 41.31% Q1 2026 Apr 24, 2026
PRUDENTIAL PLC History Added to 153,470 58,840 0.34% 0.27% 65 +59,880 63.98% Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Added to 145,358 55,730 0.21% 0.12% 66 +65,634 82.33% Q1 2026 Apr 30, 2026
Fisher Asset Management, LLC History Reduced 144,575 55,430 0.02% 0.02% 67 -11,779 -7.53% Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Added to 138,216 53,013 0.05% 0.04% 68 +4,607 3.45% Q1 2026 May 12, 2026
Allianz Asset Management GmbH History Added to 137,360 52,663 0.06% 0.04% 69 +39,660 40.59% Q1 2026 May 11, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 136,669 52,398 4.08% 4.49% 70 -25,499 -15.72% Q1 2026 Apr 29, 2026
Hudson Bay Capital Management LP History Added to 131,400 50,378 0.17% 0.02% 71 +114,120 660.42% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Reduced 122,494 46,964 0.56% 0.5% 72 -2,202 -1.77% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Reduced 121,100 46,429 0.05% 0.05% 73 -13,000 -9.69% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 119,253 45,721 0.0% 0.0% 74 +5,059 4.43% Q1 2026 May 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History Added to 114,041 43,723 2.86% 2.38% 75 +12,530 12.34% Q1 2026 May 06, 2026
J.Safra Asset Management Corp History Added to 113,602 43,554 2.35% 2.06% 76 +4,428 4.06% Q1 2026 May 04, 2026
BANK OF MONTREAL /CAN/ History Added to 107,699 41,291 0.02% 0.01% 77 +12,604 13.25% Q1 2026 May 13, 2026
Mariner, LLC History Added to 107,566 41,241 0.05% 0.04% 78 +3,531 3.39% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 107,252 41,121 0.08% 0.07% 79 -5,647 -5.0% Q1 2026 May 01, 2026
Verition Fund Management LLC History Added to 104,740 40,157 0.26% 0.1% 80 +32,833 45.66% Q1 2026 May 15, 2026
Capula Management Ltd History Reduced 100,049 38,358 0.27% 1.81% 81 -902,595 -90.02% Q1 2026 May 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 100,000 38,340 0.06% 0.27% 82 -350,000 -77.78% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 98,733 37,854 0.09% 0.07% 83 +8,411 9.31% Q1 2026 Apr 22, 2026
Wealthfront Advisers LLC History Added to 98,371 37,715 0.08% 0.08% 84 +4,567 4.87% Q1 2026 May 05, 2026
Kraft, Davis & Associates, LLC History Reduced 73,667 37,236 7.93% 6.95% 85 -5,604 -7.07% Q1 2026 May 01, 2026
Miller Investment Management, LP History Reduced 94,907 36,387 3.61% 3.4% 86 -1,738 -1.8% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Added to 93,701 35,924 0.02% 0.02% 87 +16,075 20.71% Q1 2026 May 14, 2026
Focus Partners Wealth History Reduced 93,437 35,823 0.04% 0.31% 88 -652,331 -87.47% Q1 2026 May 14, 2026
GM Advisory Group, LLC History Added to 93,217 35,739 1.38% 0.81% 89 +35,794 62.33% Q1 2026 Apr 28, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 92,301 35,388 0.03% 0.32% 90 -544,450 -85.5% Q1 2026 May 15, 2026
Bouchey Financial Group Ltd History Added to 81,823 35,209 2.58% 1.37% 91 +31,000 61.0% Q1 2026 Apr 13, 2026
Rezny Wealth Management, Inc. History Reduced 91,282 34,997 7.54% 6.94% 92 -4,314 -4.51% Q1 2026 May 13, 2026
Concurrent Investment Advisors, LLC History Reduced 89,088 34,156 0.37% 0.39% 93 -6,124 -6.43% Q1 2026 Apr 20, 2026
ExodusPoint Capital Management, LP History Added to 89,000 34,078 0.27% 0.01% 94 +86,500 3460.0% Q1 2026 May 14, 2026
Round Rock Advisors LLC History Reduced 86,792 33,275 5.09% 4.78% 95 -1,473 -1.67% Q1 2026 May 15, 2026
Yarbrough Capital, LLC History No change 81,148 31,112 1.09% 0.91% 96 0 0.0% Q1 2026 Apr 13, 2026
Summit Financial, LLC History Added to 80,906 31,019 0.4% 0.38% 97 +8,420 11.62% Q1 2026 May 15, 2026
University of Illinois Foundation History Added to 78,244 29,998 6.15% 4.89% 98 +38,742 98.08% Q1 2026 May 13, 2026
ASSETMARK, INC History Added to 78,087 29,938 0.06% 0.05% 99 +15,613 24.99% Q1 2026 May 06, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 77,905 29,868 2.19% 2.03% 100 +237 0.31% Q1 2026 May 07, 2026
FMR LLC History Added to 77,020 29,529 0.0% 0.0% 101 +849 1.11% Q1 2026 May 15, 2026
Kozak & Associates, Inc. History Reduced 65,171 28,892 5.63% 4.97% 102 -919 -1.39% Q1 2026 Apr 14, 2026
Parker Investment Management, LLC History New 75,165 28,818 4.37% 103 +75,165 New Q1 2026 May 13, 2026
Calamos Advisors LLC History Reduced 79,599 28,800 0.1% 0.1% 104 -2,401 -2.93% Q1 2026 May 04, 2026
SCOPUS ASSET MANAGEMENT, L.P. History New 75,000 28,755 0.5% 105 +75,000 New Q1 2026 May 15, 2026
Atika Capital Management LLC History New 720 27,604 3.47% 106 +720 New Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 70,788 27,140 0.03% 0.0% 107 +61,798 687.41% Q1 2026 Apr 16, 2026
SIG BROKERAGE, LP History Added to 70,752 27,126 0.72% 0.69% 108 +9,413 15.35% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 68,353 26,206 0.13% 0.05% 109 +39,814 139.51% Q1 2026 May 14, 2026
Pine Ridge Advisers LLC History Added to 68,235 26,161 1.61% 1.46% 110 +70 0.1% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Reduced 67,884 26,026 0.09% 0.09% 111 -842 -1.23% Q1 2026 Jun 02, 2026
Navigation Group, LLC History New 67,411 25,845 6.05% 112 +67,411 New Q1 2026 May 05, 2026
OLD MISSION CAPITAL LLC History Added to 373,127 25,293 0.4% 0.51% 113 +112,810 43.34% Q1 2026 May 15, 2026
SOROS FUND MANAGEMENT LLC History Reduced 65,300 25,036 0.27% 1.21% 114 -224,700 -77.48% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 65,128 24,970 0.45% 0.31% 115 +19,682 43.31% Q1 2026 May 11, 2026
Horizon Wealth Management, LLC History Added to 64,522 24,737 3.63% 2.28% 116 +23,815 58.5% Q1 2026 Apr 24, 2026
WESPAC Advisors SoCal, LLC History Reduced 61,157 23,447 4.99% 5.12% 117 -9,347 -13.26% Q1 2026 Apr 15, 2026
MOORE CAPITAL MANAGEMENT, LP History New 61,000 23,387 0.48% 118 +61,000 New Q1 2026 May 15, 2026
AGAVE CAPITAL MANAGEMENT Ltd History Reduced 62,958 23,358 3.76% 4.18% 119 -5,991 -8.69% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History Added to 60,517 23,202 0.18% 0.15% 120 +10,519 21.04% Q1 2026 Apr 07, 2026
TD Waterhouse Canada Inc. History Reduced 59,146 23,171 0.07% 0.14% 121 -3,920 -6.22% Q1 2026 May 12, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 60,016 23,010 2.36% 1.48% 122 +17,787 42.12% Q1 2026 May 14, 2026
Arvin Capital Management LP History New 60,000 23,004 2.81% 123 +60,000 New Q1 2026 May 14, 2026
Prospera Financial Services Inc History Added to 59,880 22,960 0.37% 0.34% 124 +2,840 4.98% Q1 2026 Apr 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 58,751 22,525 0.51% 0.47% 125 +126 0.21% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 57,672 22,111 0.11% 0.11% 126 +3,410 6.28% Q1 2026 May 08, 2026
HighTower Advisors, LLC History Added to 57,058 21,877 0.02% 0.02% 127 +934 1.66% Q1 2026 May 05, 2026
Principle Wealth Partners LLC History Reduced 56,849 21,796 1.25% 1.19% 128 -1,853 -3.16% Q1 2026 May 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 55,575 21,298 0.13% 0.12% 129 -786 -1.39% Q1 2026 May 15, 2026
PINNBROOK CAPITAL MANAGEMENT LP History Reduced 55,500 21,278 5.54% 3.18% 130 -7,700 -12.18% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Reduced 58,123 20,939 0.13% 0.17% 131 -9,672 -14.27% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 53,261 20,420 0.08% 0.09% 132 -5,777 -9.79% Q1 2026 May 13, 2026
Valence8 US LP History No change 53,133 20,371 7.12% 5.67% 133 0 0.0% Q1 2026 May 15, 2026
Mason & Associates Inc History Added to 55,784 20,223 3.92% 3.73% 134 +717 1.3% Q1 2026 Apr 30, 2026
Rothschild Capital Partners, LLC History Added to 52,533 20,141 4.94% 4.05% 135 +4,689 9.8% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 52,336 20,065 0.14% 136 +52,336 New Q1 2026 Apr 14, 2026
CONDOR CAPITAL MANAGEMENT History Added to 51,157 19,613 1.64% 0.02% 137 +50,468 7324.82% Q1 2026 May 11, 2026
Jackson Wealth Management, LLC History Added to 50,170 19,235 1.98% 1.34% 138 +11,847 30.91% Q1 2026 May 11, 2026
Jain Global LLC History Reduced 50,000 19,170 0.08% 1.11% 139 -590,000 -92.19% Q1 2026 May 15, 2026
Hiddenite Capital Partners LP History New 50,000 19,170 5.03% 140 +50,000 New Q1 2026 May 07, 2026
SONA ASSET MANAGEMENT (US) LLC History New 50,000 19,170 0.4% 141 +50,000 New Q1 2026 May 15, 2026
MIG Capital, LLC History No change 52,336 18,847 3.2% 3.2% 142 0 0.0% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 50,403 18,716 0.13% 0.11% 143 +5,399 12.0% Q1 2026 May 14, 2026
ALTFEST L J & CO INC History Reduced 48,382 18,549 1.98% 1.94% 144 -951 -1.93% Q1 2026 Apr 28, 2026
FIL Ltd History Reduced 48,273 18,507 0.01% 0.04% 145 -112,750 -70.02% Q1 2026 May 15, 2026
NFSG Corp History Reduced 47,850 18,345 3.02% 2.7% 146 -367 -0.76% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Reduced 47,433 18,185 0.03% 0.03% 147 -7,047 -12.94% Q1 2026 May 14, 2026
AVALON CAPITAL MANAGEMENT History Reduced 46,684 17,899 5.05% 4.31% 148 -3,318 -6.64% Q1 2026 May 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History Added to 46,188 17,708 1.45% 1.27% 149 +1,161 2.58% Q1 2026 Apr 16, 2026
Creative Planning History Added to 45,355 17,389 0.01% 0.01% 150 +4,063 9.84% Q1 2026 May 12, 2026
Spider Management Company, LLC History New 45,099 17,290 4.93% 151 +45,099 New Q1 2026 May 01, 2026
Sowell Financial Services LLC History Added to 45,037 17,267 0.64% 0.53% 152 +4,670 11.57% Q1 2026 Apr 20, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 44,695 17,136 1.11% 1.09% 153 -1,752 -3.77% Q1 2026 Apr 15, 2026
&PARTNERS History Added to 42,995 16,513 0.08% 0.08% 154 +166 0.39% Q1 2026 May 15, 2026
Fiduciary Planning LLC History Reduced 42,858 16,431 4.96% 4.75% 155 -581 -1.34% Q1 2026 Apr 27, 2026
Black Swift Group, LLC History Added to 41,676 15,978 2.8% 2.23% 156 +4,602 12.41% Q1 2026 Apr 24, 2026
Merit Financial Group, LLC History Added to 41,616 15,955 0.12% 0.12% 157 +782 1.92% Q1 2026 Apr 15, 2026
Advyzon Investment Management, LLC History Added to 41,298 15,833 1.42% 0.91% 158 +19,485 89.33% Q1 2026 May 12, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 41,200 15,796 0.55% 0.52% 159 +2,261 5.81% Q1 2026 May 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History Added to 41,131 15,769 3.12% 2.61% 160 +4,270 11.58% Q1 2026 May 06, 2026
Third Point LLC History New 40,000 15,336 0.74% 161 +40,000 New Q1 2026 May 15, 2026
Blue Zone Wealth Advisors, LLC History New 39,850 15,278 3.11% 162 +39,850 New Q1 2026 Apr 16, 2026
Kingsview Wealth Management, LLC History Reduced 39,662 15,206 0.21% 0.28% 163 -14,837 -27.22% Q1 2026 May 12, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 39,263 15,053 1.38% 1.22% 164 -885 -2.2% Q1 2026 Apr 30, 2026
TRUIST FINANCIAL CORP History Added to 39,232 15,041 0.02% 0.02% 165 +3,622 10.17% Q1 2026 Apr 27, 2026
World Investment Advisors History Added to 38,241 14,661 0.24% 0.22% 166 +633 1.68% Q1 2026 Apr 27, 2026
Apollon Wealth Management, LLC History Reduced 38,200 14,646 0.24% 0.3% 167 -9,777 -20.38% Q1 2026 Apr 22, 2026
TCP Asset Management, LLC History Added to 38,195 14,643 1.88% 1.96% 168 +5,829 18.01% Q1 2026 Apr 10, 2026
U.S. Capital Wealth Advisors, LLC History Added to 37,697 14,453 0.36% 0.3% 169 +5,921 18.63% Q1 2026 Apr 07, 2026
Arosa Capital Management LP History New 37,500 14,377 2.18% 170 +37,500 New Q1 2026 May 15, 2026
Diversified Enterprises, LLC History Reduced 37,452 14,359 0.79% 3.81% 171 -140,534 -78.96% Q1 2026 May 14, 2026
CIBC WORLD MARKET INC. History Reduced 37,428 14,349 0.02% 0.05% 172 -48,793 -56.59% Q1 2026 May 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 37,426 14,349 0.21% 0.19% 173 -30 -0.08% Q1 2026 May 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 37,408 14,342 0.47% 0.42% 174 +1,795 5.04% Q1 2026 May 14, 2026
Woodline Partners LP History Reduced 37,223 14,271 0.05% 0.06% 175 -3,544 -8.69% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Added to 36,770 14,097 0.08% 0.07% 176 +1,592 4.53% Q1 2026 May 05, 2026
RWQ Financial Management Services, Inc. History Reduced 36,740 14,086 9.18% 10.96% 177 -29,460 -44.5% Q1 2026 May 14, 2026
Plotkin Financial Advisors, LLC History Reduced 36,448 13,974 7.02% 6.42% 178 -102 -0.28% Q1 2026 May 11, 2026
Nan Shan Life Insurance Co., Ltd. History New 36,387 13,950 0.51% 179 +36,387 New Q1 2026 May 14, 2026
Ring Mountain Capital, LLC History Added to 36,221 13,887 7.59% 7.19% 180 +1,204 3.44% Q1 2026 Apr 30, 2026
Joseph P. Lucia & Associates, LLC History Reduced 35,988 13,797 4.93% 4.75% 181 -610 -1.67% Q1 2026 May 14, 2026
Richmond Investment Services, LLC History Added to 35,580 13,645 2.21% 1.11% 182 +17,761 99.67% Q1 2026 Apr 29, 2026
Y.D. More Investments Ltd History Added to 35,446 13,589 0.53% 0.34% 183 +15,633 78.9% Q1 2026 May 04, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Reduced 35,000 13,419 1.47% 2.14% 184 -15,000 -30.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Added to 34,927 13,391 0.45% 0.2% 185 +2,286 7.0% Q1 2026 Apr 23, 2026
MFA WEALTH ADVISORS, LLC History Reduced 34,583 13,258 2.61% 2.7% 186 -948 -2.67% Q1 2026 Apr 20, 2026
SBI Securities Co., Ltd. History Added to 33,920 13,004 0.36% 0.31% 187 +625 1.88% Q1 2026 Apr 27, 2026
Ausdal Financial Partners, Inc. History Added to 32,902 12,614 0.56% 0.44% 188 +6,575 24.97% Q1 2026 May 12, 2026
Waterloo Capital, L.P. History Added to 32,797 12,574 0.88% 0.5% 189 +13,365 68.78% Q1 2026 May 12, 2026
Lido Advisors, LLC History Reduced 32,415 12,428 0.04% 0.06% 190 -32,695 -50.22% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Added to 32,389 12,417 0.09% 0.02% 191 +22,657 232.81% Q1 2026 May 07, 2026
Penobscot Investment Management Company, Inc. History Added to 32,269 12,372 0.97% 0.84% 192 +1,444 4.68% Q1 2026 Apr 29, 2026
DCF Advisers, LLC History New 32,000 12,268 3.27% 193 +32,000 New Q1 2026 May 11, 2026
AE Wealth Management LLC History Added to 31,848 12,210 0.07% 0.05% 194 +9,119 40.12% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 31,547 12,095 0.19% 0.49% 195 -35,045 -52.63% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 30,241 11,594 0.13% 0.09% 196 +9,157 43.43% Q1 2026 May 05, 2026
Integrated Wealth Concepts LLC History Added to 30,236 11,592 0.09% 0.09% 197 +8,931 41.92% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 29,527 11,320 0.2% 0.04% 198 +25,741 679.9% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 29,507 11,312 0.15% 0.17% 199 -326 -1.09% Q1 2026 May 01, 2026
PRINCIPAL SECURITIES, INC. History Reduced 29,194 11,193 0.16% 0.18% 200 -3,983 -12.01% Q1 2026 May 13, 2026
RH Tailwind Management, LLC History Added to 29,000 11,118 1.42% 1.32% 201 +6,000 26.09% Q1 2026 May 15, 2026
B. Riley Wealth Advisors, Inc. History Added to 30,619 11,100 0.7% 0.32% 202 +11,547 60.54% Q1 2026 Apr 24, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 22,207 11,094 0.2% 203 +22,207 New Q1 2026 May 01, 2026
Avior Wealth Management, LLC History Added to 28,741 11,019 0.31% 0.05% 204 +24,671 606.17% Q1 2026 Apr 09, 2026
Concentrum Wealth Management History Reduced 28,657 10,987 3.24% 2.91% 205 -247 -0.85% Q1 2026 May 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 28,460 10,911 0.02% 0.01% 206 +3,187 12.61% Q1 2026 May 15, 2026
Mutual Advisors, LLC History Reduced 28,356 10,871 0.23% 0.27% 207 -6,172 -17.88% Q1 2026 May 01, 2026
KWMG, LLC History Reduced 28,350 10,869 0.91% 0.89% 208 -227 -0.79% Q1 2026 Apr 09, 2026
Oasis Advisors, LLC History Added to 2,143,356 10,625 2.09% 5.85% 209 +2,112,708 6893.46% Q1 2026 May 04, 2026
O'Connor Alternative Investments LLC History New 27,500 10,543 0.9% 210 +27,500 New Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 28,869 10,396 0.18% 0.18% 211 0 0.0% Q4 2025 Feb 06, 2026
Measured Wealth Private Client Group, LLC History Added to 26,937 10,327 2.82% 2.51% 212 +555 2.1% Q1 2026 May 13, 2026
Independent Advisor Alliance History Added to 26,837 10,289 0.11% 0.04% 213 +21,704 422.83% Q1 2026 May 12, 2026
Cornerstone Wealth Management, LLC History Added to 26,713 10,241 0.51% 0.47% 214 +1,383 5.46% Q1 2026 Apr 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 26,393 10,118 0.12% 0.11% 215 +2,771 11.73% Q1 2026 Apr 20, 2026
Snowden Capital Advisors LLC History Reduced 26,372 10,111 0.27% 0.25% 216 -69 -0.26% Q1 2026 May 14, 2026
Phoenix Financial Ltd. History Reduced 26,023 9,976 0.09% 0.14% 217 -9,791 -27.34% Q1 2026 May 11, 2026
Csenge Advisory Group History Reduced 26,008 9,971 0.46% 0.59% 218 -10,125 -28.02% Q1 2026 Apr 30, 2026
Perkins Coie Trust Co History Added to 25,870 9,918 1.91% 1.7% 219 +555 2.19% Q1 2026 Apr 15, 2026
Wealthcare Advisory Partners LLC History Reduced 25,605 9,817 0.19% 0.2% 220 -2,528 -8.99% Q1 2026 Apr 14, 2026
Cresset Asset Management, LLC History Added to 26,005 9,787 0.04% 0.04% 221 +829 3.29% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 25,478 9,768 0.05% 0.04% 222 +8,356 48.8% Q1 2026 May 15, 2026
Rye Brook Capital LLC History Reduced 25,250 9,681 8.93% 11.28% 223 -8,275 -24.68% Q1 2026 Apr 28, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 25,250 9,680 0.6% 0.57% 224 -23 -0.09% Q1 2026 May 05, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History New 25,200 9,661 1.22% 226 +25,200 New Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 25,199 9,661 0.07% 0.07% 225 +1,479 6.24% Q1 2026 May 15, 2026
IAM Advisory, LLC History Reduced 25,145 9,640 2.16% 2.17% 227 -2,008 -7.4% Q1 2026 Apr 10, 2026
NWAM LLC History Reduced 25,084 9,617 0.55% 0.55% 228 -629 -2.45% Q1 2026 May 04, 2026
BANK OF NOVA SCOTIA History Reduced 25,022 9,597 0.02% 0.3% 229 -533,195 -95.52% Q1 2026 May 14, 2026
Caption Management, LLC History Reduced 24,820 9,515 0.06% 0.06% 230 -180 -0.72% Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History Added to 24,554 9,414 0.65% 0.57% 231 +1,341 5.78% Q1 2026 May 12, 2026
Banco BTG Pactual S.A. History Added to 24,529 9,404 0.82% 0.34% 232 +23,529 2352.9% Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 24,461 9,378 0.02% 0.02% 233 +1,782 7.86% Q1 2026 May 15, 2026
Tamar Securities, LLC History Reduced 24,416 9,360 1.0% 1.19% 234 -6,803 -21.79% Q1 2026 May 14, 2026
Sigma Planning Corp History Added to 24,404 9,356 0.26% 0.23% 235 +2,274 10.28% Q1 2026 May 04, 2026
Retirement Management Systems Inc. History Added to 24,284 9,310 2.24% 2.2% 236 +437 1.83% Q1 2026 Apr 14, 2026
Consolidated Portfolio Review Corp History Added to 24,265 9,303 0.85% 0.75% 237 +70 0.29% Q1 2026 Apr 27, 2026
VAN ECK ASSOCIATES CORP History Added to 24,038 9,216 0.01% 0.0% 238 +8,122 51.03% Q1 2026 May 15, 2026
AJ Advisors, LLC History Reduced 23,972 9,190 3.41% 3.27% 239 -629 -2.56% Q1 2026 Apr 22, 2026
URS Advisory LLC History Added to 23,856 9,146 6.69% 6.97% 240 +553 2.37% Q1 2026 Apr 23, 2026
Advisory Services Network, LLC History Reduced 23,646 9,065 0.12% 0.12% 241 -782 -3.2% Q1 2026 May 15, 2026
Guardian Capital, LLC History Added to 23,481 9,002 8.61% 3.8% 242 +11,681 98.99% Q1 2026 May 11, 2026
WT Wealth Management History Added to 23,391 8,967 2.67% 2.4% 243 +256 1.11% Q1 2026 Apr 21, 2026
BLAIR WILLIAM & CO/IL History Reduced 22,924 8,788 0.03% 0.02% 244 -967 -4.05% Q1 2026 May 08, 2026
KICKSTAND VENTURES, LLC. History Reduced 22,672 8,692 1.83% 1.74% 245 -303 -1.32% Q1 2026 May 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 22,092 8,666 0.02% 0.02% 246 -12,981 -37.01% Q1 2026 Apr 08, 2026
KCM INVESTMENT ADVISORS LLC History Added to 22,459 8,610 0.29% 0.24% 247 +1,748 8.44% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 22,363 8,574 0.1% 0.1% 248 -2,844 -11.28% Q1 2026 Apr 28, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 22,000 8,431 7.49% 249 +22,000 New Q1 2026 May 13, 2026
D.A. DAVIDSON & CO. History Added to 21,854 8,378 0.05% 0.05% 250 +373 1.74% Q1 2026 May 05, 2026
IHT Wealth Management, LLC History Reduced 21,763 8,343 0.19% 0.2% 251 -635 -2.84% Q1 2026 May 15, 2026
Galvin, Gaustad & Stein, LLC History Added to 21,197 8,126 0.65% 0.55% 252 +1,725 8.86% Q1 2026 May 14, 2026
Madrona Financial Services, LLC History Reduced 20,958 8,035 1.76% 2.02% 253 -5,303 -20.19% Q1 2026 Apr 14, 2026
Spire Wealth Management History Added to 20,885 8,007 0.27% 0.24% 254 +1,309 6.69% Q1 2026 Apr 22, 2026
HBW ADVISORY SERVICES LLC History Added to 20,715 7,942 0.84% 0.7% 255 +2,917 16.39% Q1 2026 May 04, 2026
PFG Advisors History Reduced 20,360 7,806 0.38% 0.37% 256 -577 -2.76% Q1 2026 May 05, 2026
Federation des caisses Desjardins du Quebec History Added to 20,314 7,784 0.03% 0.02% 257 +3,804 23.04% Q1 2026 May 13, 2026
Hudock, Inc. History Reduced 20,278 7,774 1.14% 1.38% 258 -5,684 -21.89% Q1 2026 May 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 20,276 7,773 0.02% 0.02% 259 -2,747 -11.93% Q1 2026 May 05, 2026
Brevan Howard Capital Management LP History Added to 20,100 7,706 0.07% 0.03% 260 +13,257 193.73% Q1 2026 May 15, 2026
Lotus Technology Management, LP History New 20,041 7,683 28.41% 261 +20,041 New Q1 2026 May 15, 2026
Hidden Lake Asset Management LP History New 20,000 7,668 2.32% 263 +20,000 New Q1 2026 May 13, 2026
Candelo Capital Management LP History Added to 20,000 7,668 6.33% 2.25% 262 +13,000 185.71% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Reduced 19,949 7,648 0.18% 0.33% 264 -18,029 -47.47% Q1 2026 May 15, 2026
Cooper Capital Advisors LLC History Added to 19,736 7,566 5.29% 4.4% 265 +331 1.71% Q1 2026 May 11, 2026
StoneCrest Wealth Management, Inc. History Reduced 19,717 7,559 3.2% 2.93% 266 -423 -2.1% Q1 2026 Apr 08, 2026
Crown Wealth Group, LLC History Added to 19,340 7,414 2.18% 1.84% 267 +1,030 5.63% Q1 2026 Apr 21, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 20,237 7,336 0.0% 0.0% 268 +9,323 85.42% Q1 2026 May 15, 2026
Financial Freedom, LLC History Reduced 19,107 7,325 3.65% 3.43% 269 -94 -0.49% Q1 2026 Apr 30, 2026
Ayalon Insurance Comp Ltd. History Added to 19,001 7,285 1.49% 1.62% 270 +500 2.7% Q1 2026 Apr 13, 2026
Pachira Investments Inc. History Added to 18,769 7,195 3.36% 2.56% 271 +4,189 28.73% Q1 2026 Apr 27, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 18,705 7,171 0.4% 0.37% 272 +240 1.3% Q1 2026 Apr 30, 2026
Aragon Global Management, LP History No change 18,600 7,131 4.98% 2.03% 273 0 0.0% Q1 2026 May 15, 2026
FRG Family Wealth Advisors LLC History Added to 18,529 7,103 1.16% 0.96% 274 +1,333 7.75% Q1 2026 Apr 24, 2026
Legacy Financial Strategies, LLC History Added to 18,476 7,083 1.28% 1.11% 275 +1,096 6.31% Q1 2026 Apr 30, 2026
LOWERY THOMAS, LLC History Added to 18,144 6,945 3.97% 3.66% 276 +141 0.78% Q1 2026 May 13, 2026
Itau Unibanco Holding S.A. History New 18,086 6,934 0.16% 277 +18,086 New Q1 2026 May 15, 2026
MEANS INVESTMENT CO., INC. History Added to 17,977 6,892 0.6% 0.52% 278 +927 5.44% Q1 2026 Apr 24, 2026
Institute for Wealth Management, LLC. History Reduced 17,757 6,808 0.73% 0.68% 279 -61 -0.34% Q1 2026 May 13, 2026
Western Wealth Management, LLC History Added to 17,376 6,662 0.25% 0.23% 280 +3,651 26.6% Q1 2026 Jun 18, 2026
Center for Wealth Management Advisory History Added to 17,110 6,559 4.72% 4.54% 281 +3 0.02% Q1 2026 Apr 24, 2026
HSBC HOLDINGS PLC History Added to 17,092 6,492 0.0% 0.0% 282 +6,537 61.93% Q1 2026 Apr 30, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 16,567 6,351 0.78% 0.71% 283 +71 0.43% Q1 2026 May 05, 2026
VestGen Advisors, LLC History Added to 11,299 6,341 0.17% 0.16% 284 +750 7.11% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Added to 16,480 6,318 0.02% 0.02% 285 +2,116 14.73% Q1 2026 May 08, 2026
Parallel Advisors, LLC History Added to 16,318 6,256 0.11% 0.1% 286 +1,058 6.93% Q1 2026 Jun 02, 2026
Quantitative Investment Management, LLC History New 16,290 6,245 0.65% 287 +16,290 New Q1 2026 May 15, 2026
Wealth Quarterback LLC History Reduced 16,208 6,214 2.45% 2.57% 288 -3,637 -18.33% Q1 2026 Apr 09, 2026
Bay Rivers Group History Reduced 15,981 6,127 2.55% 2.67% 289 -2,381 -12.97% Q1 2026 Apr 13, 2026
WEDBUSH SECURITIES INC History Reduced 15,939 6,111 0.18% 0.17% 290 -460 -2.81% Q1 2026 Apr 21, 2026
Katamaran Capital LLP History New 15,800 6,057 4.87% 291 +15,800 New Q1 2026 May 05, 2026
Milestones Private Investment Advisors LLC History Added to 15,569 5,969 5.26% 3.73% 292 +514 3.41% Q1 2026 May 04, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 15,272 5,855 2.12% 2.12% 293 -1,873 -10.92% Q1 2026 May 11, 2026
Anson Funds Management LP History New 15,000 5,751 0.5% 295 +15,000 New Q1 2026 May 14, 2026
Power Alpha Investment Ltd History No change 15,000 5,751 0.66% 0.56% 294 0 0.0% Q1 2026 May 08, 2026
Larson Financial Group LLC History Added to 14,903 5,713 0.18% 0.18% 296 +253 1.73% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 14,506 5,686 0.05% 0.05% 297 +1,249 9.42% Q1 2026 Apr 07, 2026
HALL CAPITAL MANAGEMENT CO INC History Reduced 11,207 5,678 2.03% 1.82% 298 -1,920 -14.63% Q1 2026 May 11, 2026
NTV ASSET MANAGEMENT LLC History Added to 14,724 5,645 0.62% 0.55% 299 +287 1.99% Q1 2026 Apr 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 14,651 5,617 0.07% 0.06% 300 +459 3.23% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Reduced 14,265 5,469 0.21% 0.21% 301 -1,500 -9.51% Q1 2026 May 12, 2026
ARS Investment Partners, LLC History Added to 14,234 5,457 0.28% 0.25% 302 +2,170 17.99% Q1 2026 Apr 16, 2026
Westwood Wealth Management History New 14,025 5,377 2.11% 303 +14,025 New Q1 2026 May 11, 2026
NRI Wealth Management LC History No change 14,903 5,367 2.74% 2.74% 304 0 0.0% Q4 2025 Jan 22, 2026
TruWealth Advisors, LLC History Added to 13,942 5,345 0.26% 0.24% 305 +73 0.53% Q1 2026 Apr 09, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 13,902 5,330 1.53% 1.35% 306 +162 1.18% Q1 2026 Apr 28, 2026
PINNACLE ASSOCIATES LTD History Added to 13,816 5,297 0.07% 0.06% 307 +635 4.82% Q1 2026 Apr 21, 2026
Castle Rock Wealth Management, LLC History Added to 13,408 5,260 1.14% 1.13% 308 +90 0.68% Q1 2026 Apr 08, 2026
Destination Wealth Management History Added to 13,698 5,251 0.14% 0.13% 309 +383 2.88% Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 13,680 5,244 0.01% 0.03% 310 -22,220 -61.89% Q1 2026 May 15, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History Reduced 13,606 5,216 2.74% 2.88% 311 -1,718 -11.21% Q1 2026 Apr 21, 2026
Kaizen Financial Strategies History Added to 55,110 5,162 2.18% 1.53% 312 +31,882 137.26% Q1 2026 May 01, 2026
Belpointe Asset Management LLC History Reduced 13,370 5,126 0.19% 0.26% 313 -6,443 -32.52% Q1 2026 Apr 28, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,301 5,100 0.24% 0.24% 314 -1,207 -8.32% Q1 2026 May 18, 2026
OPPENHEIMER & CO INC History Reduced 13,268 5,086 0.06% 0.08% 315 -1,879 -12.41% Q1 2026 Apr 23, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History Added to 13,203 5,062 9.4% 5.81% 316 +6,181 88.02% Q1 2026 May 04, 2026
One Capital Management, LLC History Added to 13,123 5,031 0.14% 0.12% 317 +2,087 18.91% Q1 2026 May 12, 2026
MONECO ADVISORS, LLC History Added to 13,015 4,990 0.39% 0.34% 318 +1,022 8.52% Q1 2026 May 07, 2026
Aft, Forsyth & Sober, LLC History No change 13,000 4,984 1.52% 1.42% 319 0 0.0% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 12,982 4,977 0.0% 0.0% 320 +2,271 21.2% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 12,915 4,951 0.01% 0.01% 321 +3,031 30.67% Q1 2026 May 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 11,420 4,914 0.28% 0.07% 322 +7,982 232.17% Q1 2026 Apr 17, 2026
CREDIT AGRICOLE S A History Added to 12,802 4,908 0.01% 0.0% 323 +11,661 1022.0% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 12,737 4,883 0.12% 0.11% 324 +102 0.81% Q1 2026 May 11, 2026
Odyssey Capital Advisors, Inc. History Added to 12,663 4,854 4.35% 3.94% 325 +359 2.92% Q1 2026 Apr 29, 2026
Meridian Wealth Management, LLC History Added to 12,620 4,838 0.17% 0.15% 326 +653 5.46% Q1 2026 May 06, 2026
Wellington Shields Capital Management, LLC History Reduced 12,520 4,800 0.72% 0.69% 327 -575 -4.39% Q1 2026 May 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 12,491 4,789 0.23% 0.21% 328 +244 1.99% Q1 2026 Apr 28, 2026
Brookstone Capital Management History Reduced 12,468 4,780 0.05% 0.05% 329 -762 -5.76% Q1 2026 Apr 16, 2026
Schonfeld Strategic Advisors LLC History New 12,447 4,772 0.03% 330 +12,447 New Q1 2026 May 15, 2026
Nikulski Financial, Inc. History Added to 12,404 4,755 1.17% 1.03% 331 +384 3.19% Q1 2026 May 14, 2026
MIZUHO MARKETS AMERICAS LLC History New 12,300 4,715 0.13% 332 +12,300 New Q1 2026 May 14, 2026
PCG Wealth Advisors, LLC History Added to 12,260 4,700 1.19% 1.15% 333 +954 8.44% Q1 2026 Apr 28, 2026
Urban Wealth Management, LLC History Reduced 11,954 4,583 4.69% 4.23% 334 -681 -5.39% Q1 2026 Apr 21, 2026
Alexis Investment Partners, LLC History Reduced 12,589 4,563 3.14% 1.72% 335 -165 -1.29% Q1 2026 Apr 24, 2026
MGO ONE SEVEN LLC History Added to 11,857 4,546 0.09% 0.05% 336 +4,460 60.29% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 11,608 4,450 0.01% 0.0% 337 +11,261 3245.24% Q1 2026 May 01, 2026
CWM, LLC History Reduced 11,543 4,425 0.01% 0.01% 338 -156 -1.33% Q1 2026 May 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 11,421 4,378 1.32% 1.12% 339 +971 9.29% Q1 2026 Apr 22, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Reduced 11,306 4,334 1.59% 1.53% 340 -684 -5.7% Q1 2026 Apr 21, 2026
Westside Investment Management, Inc. History Added to 11,254 4,321 0.66% 0.6% 341 +859 8.26% Q1 2026 May 04, 2026
Krilogy Financial LLC History Reduced 9,458 4,301 0.14% 0.16% 342 -2,129 -18.37% Q1 2026 Apr 17, 2026
Shay Capital LLC History Added to 11,110 4,259 0.36% 0.3% 343 +3,023 37.38% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Added to 11,044 4,234 0.32% 0.08% 344 +8,151 281.75% Q1 2026 Apr 22, 2026
HBK Sorce Advisory LLC History Added to 7,471 4,232 0.08% 0.07% 345 +295 4.11% Q1 2026 May 11, 2026
5th Street Advisors, LLC History Reduced 11,006 4,219 1.82% 1.89% 346 -244 -2.17% Q1 2026 May 04, 2026
SCS Capital Management LLC History Reduced 11,000 4,217 0.04% 0.06% 347 -4,497 -29.02% Q1 2026 May 11, 2026
Bluesphere Advisors LLC History Added to 10,891 4,175 1.48% 1.14% 348 +3,734 52.17% Q1 2026 Apr 22, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 10,831 4,152 1.38% 6.14% 349 -35,990 -76.87% Q1 2026 May 12, 2026
Telos Capital Management, Inc. History Reduced 10,787 4,135 0.4% 0.36% 350 -47 -0.43% Q1 2026 Apr 16, 2026
Perigon Wealth Management, LLC History Reduced 10,764 4,126 0.07% 0.07% 351 -37 -0.34% Q1 2026 Apr 10, 2026
NWF Advisory Services Inc. History Added to 10,719 4,109 0.46% 0.39% 352 +897 9.13% Q1 2026 May 04, 2026
Apollon Financial, LLC History Added to 10,660 4,086 0.57% 0.5% 353 +1,032 10.72% Q1 2026 Apr 22, 2026
Kovack Advisors, Inc. History Reduced 9,878 4,073 0.22% 0.2% 354 -1,938 -16.4% Q1 2026 May 12, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 10,591 4,060 2.75% 2.76% 355 -1,750 -14.18% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 10,563 4,045 0.0% 0.0% 356 -10 -0.09% Q1 2026 May 14, 2026
SACKS & ASSOCIATES, LLC History Reduced 10,414 3,992 2.97% 2.88% 357 -473 -4.34% Q1 2026 Aug 05, 2026
Fort Baker Capital Management LP History New 10,409 3,990 0.31% 358 +10,409 New Q1 2026 May 15, 2026
MADDEN SECURITIES Corp History Reduced 10,387 3,982 1.2% 1.2% 359 -502 -4.61% Q1 2026 May 05, 2026
PFG Investments, LLC History Added to 10,292 3,945 0.18% 0.13% 360 +2,577 33.4% Q1 2026 Apr 27, 2026
Provident Co of the Employees of the Hebrew University LTD History New 10,285 3,943 6.22% 361 +10,285 New Q1 2026 May 12, 2026
Cassady Wealth & Retirement Planning, LLC History Added to 7,760 3,932 2.04% 1.53% 362 +1,227 18.78% Q1 2026 May 18, 2026
IFP Advisors, Inc History Reduced 10,249 3,929 0.08% 0.09% 363 -529 -4.91% Q1 2026 Apr 13, 2026
Traynor Capital Management, Inc. History Added to 10,792 3,912 0.23% 0.21% 364 +12 0.11% Q1 2026 May 14, 2026
Hunting Hill Global Capital, LLC History New 10,203 3,911 3.03% 365 +10,203 New Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 10,180 3,902 0.05% 0.04% 366 +1,260 14.13% Q1 2026 May 11, 2026
BLVD Private Wealth, LLC History Reduced 10,038 3,848 3.34% 3.79% 367 -2,067 -17.08% Q1 2026 Apr 23, 2026
Peak Planning Group, LLC History Added to 10,037 3,848 1.07% 0.84% 368 +1,687 20.2% Q1 2026 Apr 22, 2026
VALLEY NATIONAL ADVISERS INC History Added to 10,028 3,844 0.5% 0.48% 369 +353 3.65% Q1 2026 Apr 15, 2026
Evergreen Quality Fund GP, Ltd. History New 10,000 3,834 0.09% 371 +10,000 New Q1 2026 May 15, 2026
INTERCAPITAL, LLC History Reduced 10,000 3,834 1.28% 2.22% 370 -7,500 -42.86% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 9,981 3,826 0.08% 0.06% 372 +2,462 32.74% Q1 2026 Apr 27, 2026
Kera Capital Partners, Inc. History Added to 9,959 3,818 0.47% 0.49% 373 +109 1.11% Q1 2026 May 06, 2026
Estate Planners Group, LLC History Added to 9,928 3,806 1.83% 1.48% 374 +432 4.55% Q1 2026 May 11, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 9,902 3,796 0.14% 0.13% 375 -80 -0.8% Q1 2026 May 11, 2026
PW Nova Financial Services LLC History Added to 9,763 3,743 0.94% 1.38% 376 +27 0.28% Q1 2026 Apr 15, 2026
Sage Mountain Advisors LLC History No change 9,739 3,733 0.26% 0.19% 377 0 0.0% Q1 2026 May 11, 2026
COMERICA BANK History No change 10,364 3,732 0.01% 0.01% 378 0 0.0% Q4 2025 Jan 29, 2026
TORONTO DOMINION BANK History Added to 9,705 3,721 0.01% 0.0% 379 +8,027 478.37% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 9,458 3,707 0.01% 0.01% 380 +948 11.14% Q1 2026 May 05, 2026
Ciovacco Capital Management LLC History Added to 9,568 3,668 2.14% 1.69% 381 +188 2.0% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 9,566 3,667 0.01% 0.0% 382 +4,630 93.8% Q1 2026 May 11, 2026
NORTHERN TRUST CORP History Added to 9,556 3,663 0.0% 0.0% 383 +968 11.27% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Added to 9,514 3,647 0.08% 0.01% 384 +8,503 841.05% Q1 2026 May 12, 2026
CORNERSTONE ENTERPRISES, LLC History Added to 9,509 3,645 1.81% 0.15% 385 +8,654 1012.16% Q1 2026 Apr 22, 2026
Dakota Wealth Management History Added to 9,457 3,625 0.08% 0.03% 386 +5,360 130.83% Q1 2026 May 07, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 9,439 3,618 1.14% 0.19% 387 +7,923 522.63% Q1 2026 Apr 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 9,409 3,607 0.26% 0.22% 388 +701 8.05% Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Reduced 9,323 3,574 0.04% 0.06% 389 -3,825 -29.09% Q1 2026 Apr 28, 2026
Claro Advisors Inc. History Added to 9,139 3,503 0.42% 0.44% 390 +194 2.17% Q1 2026 Apr 21, 2026
Altura Wealth Advisors Inc. History Added to 9,015 3,456 1.51% 0.12% 391 +8,260 1094.04% Q1 2026 May 12, 2026
Mezzasalma Advisors, LLC History Added to 15,813 3,423 0.87% 0.81% 392 +654 4.31% Q1 2026 Apr 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 8,714 3,415 0.24% 0.3% 393 -3,343 -27.73% Q1 2026 May 01, 2026
Graham Capital Management, L.P. History Reduced 8,800 3,373 0.08% 0.09% 394 -2,000 -18.52% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 8,765 3,360 0.15% 0.17% 395 -1,120 -11.33% Q1 2026 Apr 28, 2026
CALTON & ASSOCIATES, INC. History Reduced 8,745 3,352 0.48% 0.49% 396 -581 -6.23% Q1 2026 May 13, 2026
WealthBridge Investment Counsel Inc. History No change 8,675 3,326 1.02% 0.94% 397 0 0.0% Q1 2026 Apr 08, 2026
Three Magnolias Financial Advisors, LLC History Added to 8,674 3,325 2.12% 1.9% 398 +179 2.11% Q1 2026 Apr 23, 2026
Snider Financial Group History Reduced 8,640 3,312 1.0% 0.86% 399 -373 -4.14% Q1 2026 Apr 15, 2026
DELTA FINANCIAL ADVISORS LLC History No change 8,603 3,298 0.86% 0.81% 400 0 0.0% Q1 2026 May 05, 2026
Arcataur Capital Management LLC History Added to 8,548 3,277 0.91% 0.87% 401 +140 1.67% Q1 2026 Apr 22, 2026
Fortis Group Advisors, LLC History Added to 6,423 3,254 0.54% 0.16% 402 +4,022 167.51% Q1 2026 May 08, 2026
Arkadios Wealth Advisors History Reduced 8,415 3,226 0.05% 0.06% 403 -255 -2.94% Q1 2026 May 18, 2026
IEQ CAPITAL, LLC History Added to 8,224 3,153 0.01% 0.01% 404 +3,227 64.58% Q1 2026 May 14, 2026
Garden State Investment Advisory Services LLC History Reduced 8,221 3,152 0.69% 0.67% 405 -171 -2.04% Q1 2026 May 13, 2026
Titiun Yejiel History No change 8,214 3,149 3.17% 3.55% 406 0 0.0% Q1 2026 May 04, 2026
Game Plan Financial Advisors, LLC History Added to 8,184 3,137 1.41% 0.55% 407 +4,405 116.57% Q1 2026 Apr 23, 2026
Future Financial Wealth Managment LLC History Added to 6,921 3,135 2.02% 1.79% 408 +111 1.63% Q1 2026 Apr 16, 2026
Gotham Asset Management, LLC History Added to 8,152 3,125 0.01% 0.01% 409 +3,276 67.19% Q1 2026 May 15, 2026
Maridea Wealth Management LLC History Reduced 8,146 3,123 0.45% 0.52% 410 -1,413 -14.78% Q1 2026 Apr 21, 2026
Orion Porfolio Solutions, LLC History Reduced 8,145 3,122 0.03% 0.14% 411 -44,588 -84.55% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 8,129 3,116 0.01% 0.01% 412 +2,238 37.99% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History Added to 8,002 3,068 0.33% 0.3% 413 +295 3.83% Q1 2026 Apr 15, 2026
Symphony Financial Services, Inc. History Added to 7,963 3,052 1.57% 1.43% 414 +220 2.84% Q1 2026 May 07, 2026
AlTi Global, Inc. History Added to 7,951 3,048 0.07% 0.02% 415 +5,784 266.91% Q1 2026 May 07, 2026
CoreCap Advisors, LLC History Reduced 7,945 3,046 0.1% 0.11% 416 -1,035 -11.53% Q1 2026 Apr 07, 2026
McGuire Investment Group, LLC History Reduced 7,929 3,039 0.34% 0.47% 417 -4,164 -34.43% Q1 2026 Apr 28, 2026
SURIENCE PRIVATE WEALTH LLC History Added to 7,815 2,996 3.22% 0.24% 418 +7,202 1174.88% Q1 2026 Apr 20, 2026
StoneX Group Inc. History Added to 7,696 2,949 0.16% 0.12% 419 +322 4.37% Q1 2026 May 14, 2026
Ascentis Independent Advisors History Added to 7,634 2,927 0.22% 0.22% 420 +3,764 97.26% Q1 2026 Apr 28, 2026
MAI Capital Management History Reduced 7,615 2,919 0.02% 0.02% 421 -163 -2.1% Q1 2026 May 15, 2026
Paragon Advisors, LLC History Reduced 7,601 2,914 0.79% 0.89% 422 -1,504 -16.52% Q1 2026 May 04, 2026
Sovran Advisors, LLC History Added to 5,723 2,899 0.23% 0.14% 423 +1,467 34.47% Q1 2026 May 01, 2026
Accurate Wealth Management, LLC History Added to 6,639 2,898 0.35% 0.27% 424 +1,228 22.69% Q1 2026 Apr 22, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 7,528 2,886 0.69% 0.71% 425 +265 3.65% Q1 2026 May 07, 2026
Leeward Financial Partners, LLC History Added to 7,508 2,878 0.86% 0.13% 426 +6,191 470.08% Q1 2026 Apr 20, 2026
Bramshill Investments, LLC History Added to 7,500 2,875 0.25% 0.08% 427 +3,500 87.5% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 7,501 2,875 0.04% 0.04% 428 -502 -6.27% Q1 2026 May 12, 2026
Delos Wealth Advisors, LLC History Added to 7,441 2,852 1.63% 1.74% 429 +125 1.71% Q1 2026 May 14, 2026
Ignite Planners, LLC History Added to 7,404 2,838 0.44% 0.45% 430 +42 0.57% Q1 2026 Apr 17, 2026
Concord Wealth Partners History Reduced 7,244 2,777 0.36% 0.36% 431 -509 -6.57% Q1 2026 May 01, 2026
GC Wealth Management RIA, LLC History Added to 7,236 2,774 0.11% 0.09% 432 +730 11.22% Q1 2026 May 14, 2026
Robertson Stephens Wealth Management, LLC History Reduced 7,226 2,770 0.08% 0.09% 433 -2,115 -22.64% Q1 2026 Apr 28, 2026
Vision Retirement, LLC History Added to 7,227 2,770 0.79% 0.6% 434 +1,009 16.23% Q1 2026 May 07, 2026
Tactive Advisors, LLC History Added to 7,145 2,739 0.77% 0.71% 435 +407 6.04% Q1 2026 Apr 16, 2026
Envision Financial Transparency, LLC History New 7,081 2,715 2.64% 437 +7,081 New Q1 2026 May 13, 2026
HB Wealth Management, LLC History Added to 7,081 2,715 0.02% 0.02% 436 +390 5.83% Q1 2026 Apr 27, 2026
Schear Investment Advisers, LLC History No change 7,027 2,694 1.19% 1.09% 438 0 0.0% Q1 2026 Apr 28, 2026
Concord Asset Management, LLC/VA History Reduced 7,025 2,693 0.46% 0.48% 439 -660 -8.59% Q1 2026 May 01, 2026
CMT Capital Markets Trading GmbH History New 7,006 2,683 0.03% 440 +7,006 New Q1 2026 May 15, 2026
Great Diamond Partners, LLC History New 6,961 2,668 0.51% 441 +6,961 New Q1 2026 May 12, 2026
Regal Investment Advisors LLC History Added to 6,902 2,646 0.15% 0.15% 442 +143 2.12% Q1 2026 May 14, 2026
NorthRock Partners, LLC History Added to 6,889 2,641 0.04% 0.01% 443 +5,060 276.65% Q1 2026 May 15, 2026
TSFG, LLC History No change 6,822 2,616 0.4% 0.37% 444 0 0.0% Q1 2026 Apr 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,813 2,612 0.0% 0.0% 445 +1,728 33.98% Q1 2026 May 14, 2026
Envestnet Portfolio Solutions, Inc. History Added to 6,783 2,600 0.01% 0.01% 446 +2,776 69.28% Q1 2026 Apr 29, 2026
Joel Isaacson & Co., LLC History Added to 6,757 2,590 0.09% 0.08% 447 +9 0.13% Q1 2026 Apr 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 6,725 2,578 0.15% 0.14% 448 +81 1.22% Q1 2026 May 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 6,643 2,546 0.81% 0.76% 449 +930 16.28% Q1 2026 Apr 24, 2026
Beaumont Financial Advisors, LLC History No change 6,630 2,541 0.17% 0.16% 450 0 0.0% Q1 2026 May 05, 2026
Twin Tree Management, LP History Reduced 6,509 2,495 0.05% 0.08% 451 -19,131 -74.61% Q1 2026 May 14, 2026
KLINGENSTEIN FIELDS & CO LP History No change 6,486 2,486 0.1% 0.09% 452 0 0.0% Q1 2026 May 12, 2026
CHEMUNG CANAL TRUST CO History Added to 6,416 2,459 0.5% 0.45% 453 +172 2.75% Q1 2026 Apr 22, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 6,391 2,450 0.61% 0.57% 454 -177 -2.69% Q1 2026 Apr 28, 2026
EHP Funds Inc. History No change 6,800 2,448 5.61% 5.61% 455 0 0.0% Q4 2025 Feb 12, 2026
Asset One Wealth Management LLC History Added to 5,259 2,443 0.27% 0.28% 456 +328 6.65% Q1 2026 May 12, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 6,369 2,441 0.45% 0.41% 457 +62 0.98% Q1 2026 May 01, 2026
Mascagni Wealth Management, Inc. History Added to 6,354 2,436 1.74% 1.66% 458 +151 2.43% Q1 2026 May 19, 2026
Sequoia Financial Advisors, LLC History Reduced 6,336 2,429 0.01% 0.02% 459 -1,449 -18.61% Q1 2026 Apr 30, 2026
Capital Markets Trading UK LLP History Added to 6,307 2,415 0.03% 0.0% 460 +5,698 935.63% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 6,293 2,412 0.02% 0.01% 461 +1,659 35.8% Q1 2026 May 15, 2026
MILLINGTON SECURITIES, LLC History New 6,288 2,410 0.67% 463 +6,288 New Q1 2026 Jul 15, 2026
WBI INVESTMENTS, LLC History Reduced 6,288 2,410 0.67% 0.75% 462 -1,653 -20.82% Q1 2026 May 11, 2026
FLAGSTAR ADVISORS INC History Added to 6,181 2,369 0.86% 0.71% 464 +271 4.59% Q1 2026 May 12, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 6,139 2,354 0.07% 0.08% 465 -289 -4.5% Q1 2026 May 06, 2026
Wealthspire Advisors, LLC History Added to 6,122 2,347 0.02% 0.02% 466 +575 10.37% Q1 2026 May 01, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 5,990 2,296 2.2% 467 +5,990 New Q1 2026 May 06, 2026
Foguth Wealth Management, LLC. History Reduced 3,811 2,282 0.27% 0.25% 468 -537 -12.35% Q1 2026 Jun 01, 2026
SteelPeak Wealth, LLC History Reduced 5,926 2,271 0.07% 0.09% 469 -1,409 -19.21% Q1 2026 May 05, 2026
SFI Advisors, LLC History Reduced 5,906 2,264 2.38% 3.57% 470 -9,544 -61.77% Q1 2026 May 05, 2026
Piscataqua Savings Bank History Added to 5,835 2,237 1.57% 1.47% 471 +25 0.43% Q1 2026 Apr 10, 2026
Calamos Wealth Management LLC History Added to 5,799 2,223 0.08% 0.07% 472 +461 8.64% Q1 2026 May 04, 2026
Wisconsin Wealth Advisors, LLC History Added to 5,758 2,207 2.17% 2.01% 473 +66 1.16% Q1 2026 Apr 07, 2026
Providence First Trust Co History Added to 5,751 2,204 0.77% 0.64% 474 +583 11.28% Q1 2026 May 04, 2026
PRIVATE TRUST CO NA History Added to 5,737 2,199 0.2% 0.17% 475 +231 4.2% Q1 2026 Apr 30, 2026
Gateway Wealth Partners, LLC History Added to 5,727 2,195 0.09% 0.12% 476 +2,856 99.48% Q1 2026 May 15, 2026
Bright Futures Wealth Management, LLC. History Added to 5,703 2,186 1.5% 1.5% 477 +75 1.33% Q1 2026 Apr 15, 2026
Able Wealth Management LLC History Reduced 5,699 2,184 0.58% 1.17% 478 -4,604 -44.69% Q1 2026 Apr 24, 2026
Trademark Financial Management, LLC History Added to 5,678 2,177 1.07% 0.35% 479 +3,904 220.07% Q1 2026 Apr 27, 2026
Magnus Financial Group LLC History Added to 5,660 2,170 0.18% 0.15% 480 +20 0.35% Q1 2026 Apr 10, 2026
Fortis Capital Management LLC History Added to 5,652 2,167 0.22% 0.11% 481 +3,379 148.66% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,626 2,157 0.04% 0.03% 482 +542 10.66% Q1 2026 Apr 20, 2026
Cannon Advisors, Inc. History Reduced 5,611 2,151 1.59% 2.8% 483 -4,628 -45.2% Q1 2026 Apr 24, 2026
JB Capital LLC History Added to 5,602 2,147 0.09% 0.04% 484 +2,790 99.22% Q1 2026 Apr 27, 2026
Cornerstone Select Advisors, LLC History New 5,576 2,137 1.34% 486 +5,576 New Q1 2026 May 13, 2026
Berbice Capital Management LLC History Added to 5,574 2,137 1.4% 0.59% 485 +2,835 103.5% Q1 2026 May 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,487 2,103 0.01% 0.01% 487 +876 19.0% Q1 2026 May 13, 2026
OpenArc Corporate Advisory, LLC History Reduced 5,381 2,063 0.03% 0.03% 488 -13 -0.24% Q1 2026 May 11, 2026
Pinnacle Financial Partners, Inc. History Added to 5,369 2,059 0.02% 0.01% 489 +695 14.87% Q1 2026 May 14, 2026
Composition Wealth, LLC History Added to 5,351 2,051 0.03% 0.03% 490 +52 0.98% Q1 2026 Apr 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 5,316 2,038 0.0% 0.0% 491 +4,229 389.05% Q1 2026 May 13, 2026
KINTRA WEALTH, LLC History Added to 5,317 2,038 0.14% 0.23% 492 +769 16.91% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 6,518 2,013 0.0% 0.0% 493 -161,395 -96.12% Q1 2026 May 15, 2026
Grantvest Financial Group LLC History Reduced 5,249 2,012 1.3% 1.23% 494 -82 -1.54% Q1 2026 May 11, 2026
Carnegie Investment Counsel History Reduced 5,243 2,010 0.04% 0.05% 495 -1,564 -22.98% Q1 2026 May 01, 2026
Vestmark Advisory Solutions, Inc. History Added to 5,235 2,007 0.02% 0.01% 496 +2,340 80.83% Q1 2026 May 15, 2026
CSS LLC/IL History New 5,100 1,955 0.09% 497 +5,100 New Q1 2026 May 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 5,099 1,954 0.55% 0.47% 498 +475 10.27% Q1 2026 May 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 5,035 1,930 0.11% 0.14% 500 -1,408 -21.85% Q1 2026 Apr 09, 2026
DEARBORN PARTNERS LLC History No change 5,034 1,930 0.1% 0.09% 499 0 0.0% Q1 2026 May 12, 2026
Polymer Capital Management (US) LLC History Reduced 5,000 1,917 0.19% 0.53% 501 -9,000 -64.29% Q1 2026 May 13, 2026
Carmel Capital Management L.L.C. History Reduced 4,937 1,892 0.54% 0.55% 502 -125 -2.47% Q1 2026 Apr 23, 2026
Aptus Capital Advisors, LLC History Added to 4,860 1,863 0.01% 0.01% 503 +221 4.76% Q1 2026 May 11, 2026
New Insight Wealth Advisors History Reduced 4,854 1,861 0.67% 0.63% 504 -20 -0.41% Q1 2026 May 07, 2026
Payne Capital LLC History New 4,846 1,857 1.7% 505 +4,846 New Q1 2026 Apr 20, 2026
Osbon Capital Management LLC History Reduced 4,838 1,854 1.51% 1.83% 506 -610 -11.2% Q1 2026 May 15, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,813 1,845 0.04% 0.03% 507 0 0.0% Q1 2026 Apr 15, 2026
MGB Wealth Management, LLC History No change 5,090 1,836 0.53% 0.53% 508 0 0.0% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 4,776 1,830 0.14% 0.12% 509 +280 6.23% Q1 2026 Apr 08, 2026
Evolution Wealth Advisors, LLC History Reduced 4,744 1,818 0.19% 0.18% 510 -260 -5.2% Q1 2026 May 08, 2026
Wedmont Private Capital History Reduced 4,282 1,810 0.06% 0.06% 511 -316 -6.87% Q1 2026 Apr 09, 2026
Avidian Wealth Enterprises, LLC History Reduced 4,720 1,809 0.06% 0.06% 512 -20 -0.42% Q1 2026 May 07, 2026
Empowered Funds, LLC History Reduced 4,697 1,800 0.01% 0.03% 514 -651 -12.17% Q1 2026 Jun 15, 2026
CIBC WORLD MARKETS CORP History No change 5,000 1,800 0.01% 0.01% 513 0 0.0% Q4 2025 Feb 12, 2026
Signal Advisors Wealth, LLC History Reduced 4,690 1,798 0.12% 0.17% 515 -1,414 -23.17% Q1 2026 Apr 17, 2026
Accel Wealth Management History Added to 4,645 1,780 0.46% 0.36% 516 +941 25.4% Q1 2026 Apr 08, 2026
Keystone Global Partners, LLC History Added to 4,632 1,775 0.79% 0.62% 517 +740 19.01% Q1 2026 Apr 24, 2026
Ascent Advisors, LLC History New 4,620 1,771 3.25% 518 +4,620 New Q1 2026 Apr 29, 2026
Founders Financial Alliance, LLC History Added to 4,603 1,764 0.32% 0.31% 519 +71 1.57% Q1 2026 May 11, 2026
Advisor OS, LLC History Added to 4,590 1,759 0.13% 0.07% 520 +2,243 95.57% Q1 2026 May 07, 2026
Darden Wealth Group Inc History Added to 4,575 1,754 0.89% 0.77% 521 +170 3.86% Q1 2026 May 08, 2026
Box Hill Private Wealth LLC History Added to 4,568 1,751 1.73% 1.45% 522 +581 14.57% Q1 2026 Apr 03, 2026
GREENWOOD GEARHART LLC History Reduced 4,531 1,737 0.09% 0.12% 523 -1,282 -22.05% Q1 2026 May 06, 2026
Perennial Investment Advisors, LLC History Added to 4,390 1,683 0.13% 0.12% 524 +287 6.99% Q1 2026 May 15, 2026
Clarus Wealth Advisors History Reduced 4,198 1,678 0.72% 0.75% 525 -434 -9.37% Q1 2026 Apr 08, 2026
LM Advisors LLC History Added to 642 1,676 0.03% 0.03% 526 +68 11.85% Q1 2026 May 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,366 1,673 0.01% 0.01% 527 +72 1.68% Q1 2026 May 12, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,355 1,669 0.02% 0.01% 528 +930 27.15% Q1 2026 May 13, 2026
Carter Financial Group, INC. History Added to 4,341 1,664 1.03% 0.92% 529 +31 0.72% Q1 2026 Apr 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 4,307 1,651 0.03% 0.03% 530 +140 3.36% Q1 2026 Apr 15, 2026
BRIGHTON JONES LLC History New 4,291 1,645 0.04% 531 +4,291 New Q1 2026 Aug 06, 2026
UNIQUE WEALTH, LLC History Added to 4,272 1,637 0.23% 0.2% 532 +226 5.59% Q1 2026 Apr 21, 2026
Inspire Advisors, LLC History Reduced 4,256 1,631 0.13% 0.14% 534 -35 -0.82% Q1 2026 May 15, 2026
SFMG, LLC History No change 4,255 1,631 0.11% 0.1% 533 0 0.0% Q1 2026 May 12, 2026
ADIRONDACK TRUST CO History Added to 4,237 1,624 0.55% 0.5% 535 +39 0.93% Q1 2026 Apr 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,208 1,613 0.34% 0.32% 536 +164 4.06% Q1 2026 Apr 15, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,181 1,602 0.27% 0.26% 537 0 0.0% Q1 2026 May 04, 2026
Tennessee Valley Asset Management Partners History Added to 4,178 1,601 0.21% 0.15% 538 +868 26.22% Q1 2026 Apr 27, 2026
Apriem Advisors History No change 4,167 1,597 0.15% 0.14% 539 0 0.0% Q1 2026 May 14, 2026
Fox Hill Wealth Management History Reduced 4,156 1,593 0.77% 0.7% 540 -8 -0.19% Q1 2026 May 12, 2026
HighPoint Advisor Group LLC History New 4,129 1,583 0.07% 541 +4,129 New Q1 2026 May 14, 2026
Kesler, Norman & Wride, LLC History Reduced 4,123 1,580 0.27% 0.26% 542 -23 -0.55% Q1 2026 May 06, 2026
Cheviot Value Management, LLC History No change 4,100 1,571 0.16% 0.17% 543 0 0.0% Q1 2026 May 12, 2026
FLOW TRADERS U.S. LLC History Reduced 4,096 1,570 0.05% 0.09% 544 -3,502 -46.09% Q1 2026 May 15, 2026
Copia Wealth Management History Reduced 4,065 1,558 1.07% 1.31% 545 -1,034 -20.28% Q1 2026 May 04, 2026
ACORN CREEK CAPITAL LLC History Reduced 4,031 1,545 0.55% 0.55% 546 -211 -4.97% Q1 2026 May 12, 2026
Black Maple Capital Management LP History New 4,000 1,533 0.85% 547 +4,000 New Q1 2026 May 15, 2026
Dynamic Advisor Solutions LLC History Added to 3,981 1,526 0.05% 0.05% 548 +30 0.76% Q1 2026 Apr 08, 2026
Regency Capital Management Inc.\DE History Reduced 3,980 1,525 0.68% 0.68% 549 -550 -12.14% Q1 2026 May 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 3,973 1,523 0.64% 550 +3,973 New Q1 2026 Apr 29, 2026
American Institute for Advanced Investment Management, LLP History Reduced 3,972 1,522 0.99% 0.94% 551 -75 -1.85% Q1 2026 Apr 24, 2026
VectorGlobal IAG, Inc. History New 3,954 1,515 0.39% 553 +3,954 New Q1 2026 Jun 30, 2026
Gladstone Institutional Advisory LLC History Added to 3,951 1,515 0.06% 0.05% 552 +567 16.76% Q1 2026 May 14, 2026
SWS Partners History Reduced 3,943 1,511 0.37% 0.35% 554 -110 -2.71% Q1 2026 Apr 21, 2026
Sterling Investment Advisors, Ltd. History Reduced 3,941 1,510 0.27% 0.28% 555 -300 -7.07% Q1 2026 May 04, 2026
GTS SECURITIES LLC History Reduced 3,927 1,505 0.05% 0.25% 556 -16,709 -80.97% Q1 2026 May 14, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 3,916 1,501 0.46% 0.48% 557 -341 -8.01% Q1 2026 Apr 28, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,889 1,491 0.41% 0.39% 558 -8 -0.21% Q1 2026 May 08, 2026
Focus Partners Advisor Solutions, LLC History Added to 3,869 1,483 0.01% 0.01% 559 +1,735 81.3% Q1 2026 May 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 3,867 1,482 0.65% 0.63% 560 +60 1.58% Q1 2026 May 27, 2026
Marex Group plc History New 3,817 1,463 0.01% 561 +3,817 New Q1 2026 May 13, 2026
Inscription Capital, LLC History No change 3,806 1,459 0.15% 0.14% 562 0 0.0% Q1 2026 Apr 20, 2026
US BANCORP \DE\ History Reduced 3,801 1,457 0.0% 0.0% 563 -1,339 -26.05% Q1 2026 May 14, 2026
Global Financial Private Client, LLC History Reduced 3,794 1,454 0.48% 0.48% 564 -15 -0.39% Q1 2026 Apr 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 3,771 1,445 0.11% 0.09% 565 +562 17.51% Q1 2026 Apr 30, 2026
Comprehensive Financial Planning, Inc./PA History Added to 3,707 1,421 0.98% 0.74% 566 +598 19.23% Q1 2026 Apr 07, 2026
Roof Eidam Maycock Peralta, LLC History No change 3,682 1,411 0.32% 0.3% 567 0 0.0% Q1 2026 May 14, 2026
Trilogy Capital Inc. History No change 3,673 1,408 0.06% 0.06% 568 0 0.0% Q1 2026 Apr 21, 2026
Apex Wealth Management, LLC History Reduced 3,669 1,406 0.96% 2.1% 569 -1,489 -28.87% Q1 2026 Apr 15, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 3,607 1,405 0.96% 2.63% 570 -3,841 -51.57% Q1 2026 Apr 08, 2026
Prime Capital Investment Advisors, LLC History Added to 3,664 1,404 0.02% 0.01% 571 +680 22.79% Q1 2026 May 08, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 2,942 1,401 0.44% 0.11% 572 +2,080 241.3% Q1 2026 May 12, 2026
Blue Fin Capital, Inc. History Added to 3,651 1,399 0.23% 0.04% 573 +2,976 440.89% Q1 2026 May 28, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 3,642 1,396 0.48% 0.42% 574 +385 11.82% Q1 2026 Apr 27, 2026
Sovereign Financial Group, Inc. History Reduced 3,638 1,394 0.24% 0.23% 575 -43 -1.17% Q1 2026 Apr 17, 2026
WealthBridge Capital Management, LLC History New 3,634 1,393 0.32% 576 +3,634 New Q1 2026 Apr 17, 2026
Jackson Hole Capital Partners, LLC History No change 3,613 1,385 0.23% 0.22% 577 0 0.0% Q1 2026 May 08, 2026
Virtue Capital Management, LLC History Reduced 3,816 1,383 0.21% 0.25% 578 -476 -11.09% Q1 2026 May 07, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 3,588 1,375 0.5% 0.46% 579 +219 6.5% Q1 2026 May 14, 2026
Curran Financial Partners, LLC History Added to 3,542 1,357 0.24% 0.2% 580 +576 19.42% Q1 2026 Apr 15, 2026
Harbour Wealth Management Group, Inc. History Reduced 3,534 1,355 1.02% 1.31% 581 -1,107 -23.85% Q1 2026 Apr 17, 2026
Y-Intercept (Hong Kong) Ltd History New 3,500 1,341 0.03% 582 +3,500 New Q1 2026 Apr 27, 2026
Prosperity Wealth Management, Inc. History No change 3,720 1,339 0.45% 0.45% 583 0 0.0% Q4 2025 Mar 27, 2026
HUB Investment Partners, LLC History Added to 3,484 1,335 0.03% 0.03% 584 +210 6.41% Q1 2026 May 15, 2026
Element Wealth, LLC History Added to 3,481 1,334 0.55% 0.32% 585 +1,297 59.39% Q1 2026 May 04, 2026
SMITH, MOORE & CO. History No change 3,467 1,329 0.1% 0.09% 586 0 0.0% Q1 2026 May 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,451 1,323 0.09% 0.08% 587 +51 1.5% Q1 2026 Apr 21, 2026
Forefront Wealth Partners, LLC History Reduced 3,449 1,322 0.55% 0.61% 589 -126 -3.52% Q1 2026 Apr 17, 2026
OneDigital Investment Advisors LLC History Added to 3,450 1,322 0.01% 0.01% 588 +59 1.74% Q1 2026 May 08, 2026
Pines Wealth Management, LLC History Reduced 3,443 1,320 0.43% 0.44% 590 -320 -8.5% Q1 2026 Apr 08, 2026
Summit Trail Advisors, LLC History Added to 3,432 1,315 0.02% 0.02% 591 +425 14.13% Q1 2026 May 12, 2026
PGIM Custom Harvest LLC History Reduced 3,399 1,303 0.02% 0.02% 593 -820 -19.44% Q1 2026 May 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 3,400 1,303 0.2% 0.15% 592 0 0.0% Q1 2026 May 01, 2026
Keating Financial Advisory Services, Inc. History Reduced 3,381 1,296 0.21% 0.19% 594 -537 -13.71% Q1 2026 May 15, 2026
Cambridge Advisors Inc. History No change 3,332 1,277 0.25% 0.23% 595 0 0.0% Q1 2026 Apr 16, 2026
Advisory Alpha, LLC History Added to 3,327 1,276 0.03% 0.03% 596 +419 14.41% Q1 2026 May 14, 2026
Eagle Capital Management, LLC History Reduced 3,324 1,274 0.5% 0.44% 597 -66 -1.95% Q1 2026 Apr 20, 2026
Iron Gate Global Advisors LLC History No change 3,300 1,265 0.13% 0.12% 598 0 0.0% Q1 2026 May 15, 2026
Keudell/Morrison Wealth Management History No change 3,290 1,261 0.26% 0.25% 599 0 0.0% Q1 2026 Apr 20, 2026
Alchemi Wealth, LLC History Added to 3,263 1,251 0.69% 0.56% 600 +395 13.77% Q1 2026 May 07, 2026
MATHER GROUP, LLC. History New 3,260 1,249 0.01% 601 +3,260 New Q1 2026 Apr 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 3,257 1,248 0.23% 0.25% 602 -467 -12.54% Q1 2026 Apr 15, 2026
Venture Visionary Partners LLC History Reduced 3,230 1,238 0.04% 0.04% 603 -10 -0.31% Q1 2026 May 14, 2026
Purus Wealth Management, LLC History Reduced 3,213 1,231 0.39% 0.36% 604 -22 -0.68% Q1 2026 Apr 15, 2026
Fiduciary Alliance LLC History Added to 2,713 1,229 0.07% 0.06% 605 +34 1.27% Q1 2026 Apr 20, 2026
Cornerstone Advisory, LLC History No change 3,204 1,228 0.12% 0.11% 606 0 0.0% Q1 2026 May 04, 2026
Aspire Capital Advisors LLC History No change 3,205 1,228 0.28% 0.27% 607 0 0.0% Q1 2026 Apr 22, 2026
Wealth Watch Advisors, INC History Reduced 3,193 1,224 0.51% 0.45% 608 -181 -5.36% Q1 2026 May 15, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 3,192 1,223 0.63% 0.47% 609 +503 18.71% Q1 2026 May 14, 2026
Modern Wealth Management, LLC History Reduced 3,118 1,222 0.02% 0.02% 610 -29 -0.92% Q1 2026 May 14, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 3,100 1,188 0.71% 0.47% 611 +1,199 63.07% Q1 2026 May 14, 2026
Alpine Global Management, LLC History New 3,097 1,187 0.18% 612 +3,097 New Q1 2026 May 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 3,085 1,182 0.2% 0.19% 613 -92 -2.9% Q1 2026 Apr 21, 2026
Tradition Wealth Management, LLC History Reduced 3,079 1,180 0.08% 0.08% 614 -65 -2.07% Q1 2026 May 15, 2026
Zhang Financial LLC History No change 3,038 1,164 0.04% 0.04% 615 0 0.0% Q1 2026 May 06, 2026
Sound View Wealth Advisors Group, LLC History Reduced 3,032 1,162 0.08% 0.07% 616 -56 -1.81% Q1 2026 May 06, 2026
LaSalle St. Investment Advisors, LLC History Added to 3,027 1,160 0.16% 0.17% 617 +98 3.35% Q1 2026 May 08, 2026
NWI MANAGEMENT LP History No change 3,000 1,150 0.07% 0.05% 618 0 0.0% Q1 2026 May 15, 2026
Focus Financial Network, Inc. History Reduced 2,999 1,149 0.04% 0.04% 619 -24 -0.79% Q1 2026 Apr 14, 2026
Mystic Asset Management, Inc. History Reduced 2,994 1,147 0.27% 0.29% 621 -535 -15.16% Q1 2026 May 08, 2026
Ancora Advisors LLC History Added to 2,992 1,147 0.02% 0.02% 620 +8 0.27% Q1 2026 May 15, 2026
KERR FINANCIAL PLANNING Corp History Reduced 2,349 1,145 0.81% 2.28% 622 -2,291 -49.38% Q1 2026 Jul 01, 2026
American Financial Advisors, LLC History Reduced 2,978 1,141 0.15% 0.14% 623 -44 -1.46% Q1 2026 May 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 2,950 1,131 0.09% 0.08% 624 -50 -1.67% Q1 2026 Apr 17, 2026
Winch Advisory Services, LLC History Added to 2,951 1,131 0.26% 0.23% 625 +9 0.31% Q1 2026 Apr 30, 2026
Strategic Financial Concepts, LLC History New 2,941 1,127 0.28% 626 +2,941 New Q1 2026 May 12, 2026
Midwest Financial Group LLC History No change 2,925 1,121 0.48% 0.47% 627 0 0.0% Q1 2026 Apr 22, 2026
Intrua Financial, LLC History Reduced 2,919 1,119 0.12% 0.11% 628 -84 -2.8% Q1 2026 Apr 23, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 2,886 1,106 0.15% 0.2% 629 -750 -20.63% Q1 2026 Apr 08, 2026
WBH ADVISORY INC History New 2,813 1,102 0.08% 630 +2,813 New Q1 2026 Apr 27, 2026
Riggs Asset Managment Co. Inc. History Added to 2,864 1,098 0.23% 0.2% 631 +115 4.18% Q1 2026 May 11, 2026
Runnymede Capital Advisors, Inc. History New 2,854 1,094 0.94% 632 +2,854 New Q1 2026 Apr 13, 2026
Biltmore Family Office, LLC History No change 2,850 1,092 0.15% 0.14% 633 0 0.0% Q1 2026 May 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 2,846 1,091 0.09% 0.09% 634 -390 -12.05% Q1 2026 May 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 3,850 1,073 0.46% 0.66% 635 -2,483 -39.21% Q1 2026 Jun 01, 2026
Benson Wealth Management INC History New 2,788 1,068 1.46% 636 +2,788 New Q1 2026 May 12, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History Added to 2,715 1,056 1.01% 0.86% 637 +175 6.89% Q1 2026 Apr 14, 2026
THOMPSON DAVIS & CO., INC. History No change 2,751 1,054 0.7% 0.59% 638 0 0.0% Q1 2026 Apr 16, 2026
MPS Loria Financial Planners, LLC History No change 2,742 1,051 0.28% 0.25% 639 0 0.0% Q1 2026 May 08, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 2,723 1,043 0.33% 0.23% 641 +819 43.01% Q1 2026 May 13, 2026
PKS Advisory Services, LLC History Added to 2,721 1,043 0.24% 0.21% 640 +114 4.37% Q1 2026 May 13, 2026
Welch Group, LLC History Reduced 2,719 1,042 0.04% 0.04% 642 -16 -0.59% Q1 2026 Apr 21, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 2,715 1,040 0.83% 0.79% 643 -20 -0.73% Q1 2026 May 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 2,705 1,037 0.1% 0.09% 644 -40 -1.46% Q1 2026 Apr 02, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,700 1,035 0.38% 0.34% 645 +74 2.82% Q1 2026 May 08, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,694 1,033 0.16% 0.15% 646 0 0.0% Q1 2026 May 04, 2026
Financial Perspectives, Inc History No change 2,694 1,032 0.29% 0.26% 647 0 0.0% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Reduced 2,691 1,031 0.02% 0.03% 648 -175 -6.11% Q1 2026 May 04, 2026
Madden Advisory Services, Inc. History Added to 2,680 1,027 0.4% 0.33% 649 +382 16.62% Q1 2026 May 11, 2026
O'ROURKE & COMPANY, Inc History Reduced 2,678 1,026 0.41% 0.39% 650 -104 -3.74% Q1 2026 May 14, 2026
Global Assets Advisory, LLC History Reduced 2,673 1,024 0.29% 0.28% 651 -23 -0.85% Q1 2026 May 01, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 2,657 1,018 0.87% 0.79% 652 +23 0.87% Q1 2026 Apr 28, 2026
COFG Advisors, LLC History Added to 2,648 1,015 0.25% 0.19% 653 +519 24.38% Q1 2026 May 11, 2026
Lloyd Advisory Services, LLC. History New 2,638 1,011 0.29% 655 +2,638 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 2,638 1,011 0.29% 0.31% 654 -163 -5.82% Q1 2026 May 13, 2026
Strategic Blueprint, LLC History Added to 2,632 1,009 0.06% 0.04% 656 +553 26.6% Q1 2026 Apr 29, 2026
CPWA, LLC History New 1,731 997 1.19% 658 +1,731 New Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,600 997 0.0% 0.0% 657 0 0.0% Q1 2026 May 15, 2026
OneAscent Financial Services LLC History Reduced 2,577 988 0.05% 0.09% 659 -116 -4.31% Q1 2026 Apr 21, 2026
Total Clarity Wealth Management, Inc. History Added to 2,567 984 0.23% 0.22% 660 +27 1.06% Q1 2026 Apr 17, 2026
Mathes Company, Inc. History No change 2,555 980 0.36% 0.33% 661 0 0.0% Q1 2026 May 08, 2026
Secure Asset Management, LLC History Added to 2,745 978 0.15% 0.12% 662 +536 24.26% Q1 2026 Apr 09, 2026
Elevation Advisory Partners LLC History New 2,401 977 0.91% 663 +2,401 New Q1 2026 May 08, 2026
Cane Capital Partners, LLC History Added to 2,547 976 0.43% 0.34% 664 +111 4.56% Q1 2026 Apr 24, 2026
NATIXIS History Added to 2,542 974 0.0% 0.0% 665 +1,711 205.9% Q1 2026 May 14, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 2,536 972 0.12% 0.1% 666 +289 12.86% Q1 2026 Apr 27, 2026
Cyndeo Wealth Partners, LLC History Added to 2,517 965 0.05% 0.05% 667 +176 7.52% Q1 2026 Apr 13, 2026
Independent Solutions Wealth Management, LLC History New 2,515 964 0.14% 668 +2,515 New Q1 2026 Apr 27, 2026
NBC SECURITIES, INC. History Added to 2,513 963 0.07% 0.06% 669 +217 9.45% Q1 2026 Apr 14, 2026
RFG Advisory, LLC History Added to 2,512 962 0.02% 0.01% 670 +705 39.01% Q1 2026 Apr 17, 2026
17 CAPITAL PARTNERS, LLC History Added to 2,509 961 0.49% 0.43% 671 +185 7.96% Q1 2026 May 13, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Added to 2,507 961 0.65% 0.61% 672 +116 4.85% Q1 2026 Apr 20, 2026
Bawa N Mallick Trust History Reduced 2,500 958 0.39% 0.5% 673 -1,218 -32.76% Q1 2026 May 15, 2026
Betterment LLC History Added to 2,470 947 0.0% 0.0% 675 +990 66.89% Q1 2026 May 14, 2026
Fort Point Capital Partners LLC History Reduced 2,471 947 0.11% 0.11% 674 -1 -0.04% Q1 2026 May 14, 2026
E&G Advisors, LP History Reduced 2,464 944 0.21% 0.21% 676 -93 -3.64% Q1 2026 Apr 21, 2026
TRITONPOINT WEALTH, LLC History No change 2,463 944 0.1% 0.09% 677 0 0.0% Q1 2026 Apr 21, 2026
Insight Advisors, LLC/ PA History Added to 2,459 942 0.18% 0.13% 679 +81 3.41% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History Added to 2,459 942 0.06% 0.06% 678 +35 1.44% Q1 2026 May 15, 2026
American Trust History Added to 2,439 935 0.08% 0.04% 680 +1,075 78.81% Q1 2026 May 01, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 2,428 930 0.02% 682 +2,428 New Q1 2026 Apr 27, 2026
Seros Financial, LLC History Added to 2,426 930 0.59% 0.43% 681 +370 18.0% Q1 2026 May 05, 2026
Moors & Cabot, Inc. History Added to 2,416 926 0.04% 0.04% 683 +70 2.98% Q1 2026 May 08, 2026
Brooklyn Investment Group History Added to 2,406 922 0.03% 0.02% 684 +1,214 101.85% Q1 2026 Apr 29, 2026
Endowment Wealth Management, Inc. History Added to 2,405 921 0.41% 0.37% 685 +181 8.14% Q1 2026 May 08, 2026
Independence Bank of Kentucky History Added to 2,400 920 0.12% 0.11% 686 +40 1.69% Q1 2026 Apr 30, 2026
Edgestream Partners, L.P. History Reduced 2,395 918 0.03% 0.12% 687 -9,202 -79.35% Q1 2026 May 18, 2026
Signature Equity Partners, LLC History Added to 2,387 915 0.49% 0.41% 689 +342 16.72% Q1 2026 May 13, 2026
Greater Midwest Financial Group, LLC History Reduced 2,388 915 0.49% 0.49% 688 -66 -2.69% Q1 2026 Apr 24, 2026
CFO CAPITAL MANAGEMENT LLC History Reduced 2,386 914 0.75% 0.65% 690 -5 -0.21% Q1 2026 May 04, 2026
Peak Asset Management, LLC History Reduced 2,372 909 0.16% 0.15% 691 -24 -1.0% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 2,368 907 0.0% 693 +2,368 New Q1 2026 May 12, 2026
City Center Advisors, LLC History Reduced 2,366 907 0.84% 0.86% 692 -240 -9.21% Q1 2026 Apr 07, 2026
Greenwich Wealth Management LLC History Reduced 2,359 904 0.04% 0.04% 694 -124 -4.99% Q1 2026 May 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 2,341 897 0.33% 0.16% 695 +1,185 102.51% Q1 2026 Apr 17, 2026
Capital Advisor Network LLC History New 2,332 894 1.25% 696 +2,332 New Q1 2026 Aug 06, 2026
Procyon Advisors, LLC History Added to 2,329 892 0.04% 0.02% 697 +1,000 75.24% Q1 2026 May 04, 2026
Valeo Financial Advisors, LLC History Added to 2,323 890 0.02% 0.02% 698 +290 14.26% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 2,403 865 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 12, 2026
Q3 Asset Management History Reduced 2,237 857 0.21% 0.23% 700 -547 -19.65% Q1 2026 Apr 28, 2026
Chicago Partners Investment Group LLC History Reduced 1,797 856 0.02% 0.02% 701 -75 -4.01% Q1 2026 May 04, 2026
Ellevest, Inc. History Reduced 2,219 850 0.12% 0.11% 702 -1 -0.05% Q1 2026 May 11, 2026
SeaBridge Investment Advisors LLC History Reduced 2,210 847 0.14% 0.13% 703 -8 -0.36% Q1 2026 Apr 28, 2026
ABOUND FINANCIAL, LLC History No change 2,200 843 0.37% 0.31% 704 0 0.0% Q1 2026 May 01, 2026
Glen Eagle Advisors, LLC History Added to 2,190 839 0.12% 0.11% 705 +43 2.0% Q1 2026 May 15, 2026
BEACON FINANCIAL PLANNING, INC History New 2,186 837 0.32% 706 +2,186 New Q1 2026 Apr 22, 2026
DAVENPORT & Co LLC History Reduced 2,168 831 0.0% 0.0% 707 -85 -3.77% Q1 2026 Apr 15, 2026
Concorde Asset Management, LLC History Added to 2,130 816 0.4% 0.3% 708 +57 2.75% Q1 2026 Jun 01, 2026
TCFG Investment Advisors, LLC History New 2,125 814 0.3% 710 +2,125 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 2,125 814 0.3% 0.3% 709 +10 0.47% Q1 2026 Apr 23, 2026
NVWM, LLC History Reduced 2,116 811 0.18% 0.17% 711 -16 -0.75% Q1 2026 Apr 27, 2026
Owen LaRue, LLC History Added to 2,090 801 0.31% 0.23% 713 +425 25.53% Q1 2026 Apr 30, 2026
Soltis Investment Advisors LLC History Reduced 2,090 801 0.05% 0.05% 712 -21 -0.99% Q1 2026 Apr 27, 2026
Sankala Group LLC History Added to 2,114 799 0.65% 0.6% 715 +253 13.59% Q1 2026 Mar 31, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 2,084 799 0.03% 0.03% 714 +20 0.97% Q1 2026 May 11, 2026
Princeton Global Asset Management LLC History Added to 2,082 798 0.13% 0.04% 716 +1,474 242.43% Q1 2026 Apr 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 2,079 797 0.04% 0.04% 717 +78 3.9% Q1 2026 Apr 15, 2026
Financial Partners Group, Inc History Added to 2,075 795 0.1% 0.08% 718 +325 18.57% Q1 2026 Apr 10, 2026
Clark Capital Management Group, Inc. History Added to 2,065 791 0.0% 0.0% 719 +157 8.23% Q1 2026 May 15, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 2,057 788 0.08% 0.08% 720 -77 -3.61% Q1 2026 Apr 27, 2026
FSA Investment Group, LLC History Added to 2,049 785 0.32% 0.31% 721 +624 43.79% Q1 2026 Apr 21, 2026
MJP ASSOCIATES INC /ADV History Reduced 2,030 778 0.09% 0.1% 722 -180 -8.14% Q1 2026 May 05, 2026
LJI Wealth Management, LLC History Reduced 2,027 777 0.12% 0.11% 723 -2 -0.1% Q1 2026 May 04, 2026
Savant Capital, LLC History Added to 2,026 776 0.0% 0.0% 724 +59 3.0% Q1 2026 May 04, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 2,023 775 0.25% 0.62% 725 -3,640 -64.28% Q1 2026 Apr 15, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History New 2,019 774 0.08% 726 +2,019 New Q1 2026 May 14, 2026
Settian Capital LP History New 2,000 766 0.54% 727 +2,000 New Q1 2026 May 05, 2026
Elm3 Financial Group, LLC History Added to 1,981 759 0.64% 0.47% 729 +395 24.91% Q1 2026 Apr 13, 2026
HHM Wealth Advisors, LLC History No change 1,981 759 0.09% 0.08% 728 0 0.0% Q1 2026 Apr 17, 2026
Annex Advisory Services, LLC History No change 1,970 755 0.01% 0.01% 730 0 0.0% Q1 2026 Apr 16, 2026
GROUP ONE TRADING LLC History Reduced 1,964 752 0.0% 0.01% 731 -12,491 -86.41% Q1 2026 May 13, 2026
1832 Asset Management L.P. History Added to 1,964 752 0.0% 0.0% 732 +104 5.59% Q1 2026 May 14, 2026
PATTEN & PATTEN INC/TN History No change 1,962 752 0.05% 0.04% 733 0 0.0% Q1 2026 May 01, 2026
Clearstead Advisors, LLC History Added to 1,955 749 0.01% 0.0% 734 +1,601 452.26% Q1 2026 May 06, 2026
Caprock Group, LLC History Added to 1,940 743 0.02% 0.01% 735 +568 41.4% Q1 2026 May 11, 2026
SOA Wealth Advisors, LLC. History Added to 1,936 742 0.14% 0.11% 736 +75 4.03% Q1 2026 May 20, 2026
Investment Insight Wealth Management, LLC History Added to 1,932 740 0.8% 0.52% 737 +449 30.28% Q1 2026 Apr 29, 2026
Clarity Financial LLC History Reduced 1,929 739 0.08% 0.08% 738 -352 -15.43% Q1 2026 May 01, 2026
CWS Financial Advisors, LLC History No change 1,926 738 0.19% 0.19% 739 0 0.0% Q1 2026 Apr 27, 2026
Murphy & Mullick Capital Management Corp History Added to 1,906 730 0.54% 0.38% 741 +450 30.91% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,846 730 0.01% 0.02% 740 -244 -11.67% Q1 2026 Apr 28, 2026
Tidal Investments LLC History New 1,900 728 0.0% 742 +1,900 New Q1 2026 May 15, 2026
WJ Wealth Management, LLC History No change 1,896 726 0.34% 0.3% 743 0 0.0% Q1 2026 Apr 28, 2026
Jefferson Bridge Capital, LLC History Added to 1,873 718 0.71% 0.67% 745 +11 0.59% Q1 2026 May 07, 2026
WealthCare Investment Partners, LLC History No change 1,801 718 0.2% 0.2% 744 0 0.0% Q1 2026 Apr 08, 2026
Pathstone Holdings, LLC History Added to 1,871 717 0.0% 0.0% 746 +10 0.54% Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Added to 1,862 713 0.0% 0.0% 747 +440 30.94% Q1 2026 May 05, 2026
BIP Wealth, LLC History Added to 1,858 712 0.03% 0.02% 748 +115 6.6% Q1 2026 Apr 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 1,857 711 0.08% 0.04% 749 +963 107.72% Q1 2026 Apr 07, 2026
KPP Advisory Services LLC History Added to 1,857 711 0.1% 0.1% 750 +17 0.92% Q1 2026 Apr 24, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 1,851 709 0.05% 0.05% 751 -350 -15.9% Q1 2026 Apr 20, 2026
Guardian Asset Advisors, LLC History Reduced 1,848 709 0.41% 0.38% 752 -201 -9.81% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 1,840 705 0.0% 0.0% 753 +125 7.29% Q1 2026 May 13, 2026
Granite Group Advisors, LLC History No change 1,762 704 0.43% 0.36% 754 0 0.0% Q1 2026 Apr 14, 2026
FineMark National Bank & Trust History No change 1,952 702 0.02% 0.02% 755 0 0.0% Q4 2025 Feb 12, 2026
Argyle Capital Partners, LLC History Added to 1,829 701 0.5% 0.47% 756 +46 2.58% Q1 2026 May 07, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,826 700 0.0% 0.0% 757 -220 -10.75% Q1 2026 May 15, 2026
Capital Analysts, LLC History Reduced 1,825 700 0.02% 0.02% 758 -2 -0.11% Q1 2026 May 14, 2026
Advisor Resource Council History Added to 1,823 699 0.23% 0.19% 760 +480 35.74% Q1 2026 May 07, 2026
Harvest Investment Services, LLC History Added to 1,825 699 0.13% 0.12% 759 +56 3.17% Q1 2026 May 14, 2026
FourThought Financial Partners, LLC History Added to 1,821 698 0.06% 0.06% 761 +4 0.22% Q1 2026 May 07, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,820 697 0.03% 0.03% 762 -7 -0.38% Q1 2026 Jun 08, 2026
Alteri Wealth LLC History Added to 1,814 695 0.23% 0.2% 763 +102 5.96% Q1 2026 May 06, 2026
RDA Financial Network History Added to 1,808 693 0.17% 0.14% 764 +230 14.58% Q1 2026 Apr 08, 2026
SHUTTLEWORTH & Co History Added to 1,792 687 0.62% 0.53% 765 +165 10.14% Q1 2026 May 20, 2026
AlphaCore Capital LLC History Reduced 1,791 686 0.02% 0.02% 766 -180 -9.13% Q1 2026 May 15, 2026
Visionary Wealth Advisors History Reduced 1,780 682 0.03% 0.03% 767 -103 -5.47% Q1 2026 May 13, 2026
Encompass More Asset Management History Added to 1,778 681 0.11% 0.08% 768 +527 42.13% Q1 2026 Apr 28, 2026
BROWN ADVISORY INC History Reduced 1,773 679 0.0% 0.0% 769 -190 -9.68% Q1 2026 May 15, 2026
WESPAC Advisors, LLC History Reduced 1,761 675 0.37% 0.36% 770 -100 -5.37% Q1 2026 Apr 28, 2026
Aspen Investment Management Inc History Reduced 1,755 673 0.21% 0.2% 771 -50 -2.77% Q1 2026 Apr 15, 2026
Venturi Wealth Management, LLC History No change 1,751 671 0.03% 0.03% 772 0 0.0% Q1 2026 Apr 21, 2026
COMMERCE BANK History New 1,750 670 0.0% 774 +1,750 New Q1 2026 May 11, 2026
ARWA LLC History Added to 1,559 670 0.33% 0.22% 773 +489 45.7% Q1 2026 Apr 13, 2026
Canvas Wealth Advisors, LLC History Added to 1,741 667 0.11% 0.1% 775 +65 3.88% Q1 2026 Apr 28, 2026
Rollins Financial Advisors, LLC History Added to 1,731 663 0.1% 0.06% 776 +611 54.55% Q1 2026 May 05, 2026
Union Bancaire Privee, UBP SA History Reduced 1,870 662 0.01% 0.05% 777 -12,375 -86.87% Q1 2026 Apr 22, 2026
MATAURO, LLC History Reduced 1,725 661 0.1% 0.09% 778 -26 -1.48% Q1 2026 Apr 22, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 1,707 654 0.0% 0.0% 779 -810 -32.18% Q1 2026 May 14, 2026
Brand Asset Management Group, Inc. History Added to 1,705 653 0.17% 0.14% 780 +297 21.09% Q1 2026 May 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 1,691 648 0.01% 0.01% 781 -188 -10.01% Q1 2026 May 12, 2026
Integrity Investment Advisors, LLC History Added to 1,690 647 0.35% 0.31% 782 +119 7.57% Q1 2026 Apr 29, 2026
Cordoba Advisory Partners LLC History Reduced 1,668 639 0.18% 0.27% 783 -1,355 -44.82% Q1 2026 Apr 28, 2026
Lewis Asset Management, LLC History No change 1,666 638 0.26% 0.24% 784 0 0.0% Q1 2026 Apr 21, 2026
Colonial River Investments, LLC History Added to 1,659 636 0.23% 0.21% 786 +31 1.9% Q1 2026 Apr 27, 2026
Berger Financial Group, Inc History Added to 1,659 636 0.04% 0.03% 785 +21 1.28% Q1 2026 Apr 28, 2026
Greystone Financial Group, LLC History Reduced 1,645 630 0.18% 0.14% 787 -895 -35.24% Q1 2026 Apr 24, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 1,639 628 0.4% 0.18% 788 +886 117.66% Q1 2026 Apr 21, 2026
Obermeyer Wealth Partners History Added to 1,632 625 0.03% 0.01% 789 +885 118.47% Q1 2026 Apr 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,624 622 0.04% 0.04% 790 0 0.0% Q1 2026 Apr 10, 2026
Invst, LLC History New 1,617 620 0.07% 791 +1,617 New Q1 2026 May 13, 2026
Ranch Capital Advisors Inc. History Reduced 1,616 619 0.22% 0.25% 792 -287 -15.08% Q1 2026 May 06, 2026
Beaumont Asset Management, L.L.C. History Added to 1,599 613 0.28% 0.28% 793 +18 1.14% Q1 2026 Apr 21, 2026
Quantum Portfolio Management LLC History Added to 1,597 612 0.27% 0.25% 794 +49 3.17% Q1 2026 May 01, 2026
Larry Mathis Financial Planning, LLC History Reduced 1,591 609 0.55% 0.55% 795 -153 -8.77% Q1 2026 Apr 21, 2026
Trexquant Investment LP History Added to 1,587 608 0.0% 0.0% 796 +136 9.37% Q1 2026 May 15, 2026
Mirador Capital Partners LP History Added to 1,585 607 0.09% 0.05% 798 +540 51.67% Q1 2026 Apr 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 1,584 607 0.02% 0.02% 797 -127 -7.42% Q1 2026 Apr 29, 2026
CENTRAL VALLEY ADVISORS, LLC History New 1,562 599 0.16% 799 +1,562 New Q1 2026 Apr 09, 2026
GWN SECURITIES INC. History Added to 1,544 592 0.11% 0.04% 800 +933 152.7% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,534 588 0.0% 0.0% 801 -38 -2.42% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History Reduced 1,528 585 0.04% 0.04% 803 -99 -6.08% Q1 2026 Jul 29, 2026
CHILTON INVESTMENT CO INC. History No change 1,528 585 0.01% 0.01% 802 0 0.0% Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Added to 1,524 584 0.01% 0.01% 804 +36 2.42% Q1 2026 Apr 17, 2026
Vise Technologies, Inc. History No change 1,623 584 0.01% 0.01% 805 0 0.0% Q1 2026 Apr 21, 2026
Simplicity Wealth,LLC History Added to 1,523 583 0.03% 0.01% 806 +947 164.41% Q1 2026 Apr 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 1,520 582 0.11% 0.1% 807 +132 9.51% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 1,515 580 0.01% 0.01% 808 +270 21.69% Q1 2026 May 12, 2026
STEVENS CAPITAL MANAGEMENT LP History New 1,509 579 0.09% 809 +1,509 New Q1 2026 May 11, 2026
Jacobi Capital Management LLC History Added to 1,507 577 0.03% 0.03% 810 +10 0.67% Q1 2026 May 13, 2026
Accretive Wealth Partners, LLC History No change 1,507 577 0.16% 0.16% 811 0 0.0% Q1 2026 Apr 22, 2026
TRB Wealth Management, LLC History New 1,500 575 0.08% 812 +1,500 New Q1 2026 May 14, 2026
Orographic Financial Advisors, LLC History New 1,497 573 0.41% 814 +1,497 New Q1 2026 May 19, 2026
Meredith Wealth Planning History No change 1,496 573 0.16% 0.16% 813 0 0.0% Q1 2026 Apr 27, 2026
Advisors Capital Management, LLC History No change 1,491 571 0.01% 0.01% 815 0 0.0% Q1 2026 May 01, 2026
Winthrop Advisory Group LLC History Reduced 1,484 568 0.05% 0.05% 816 -15 -1.0% Q1 2026 Apr 13, 2026
LANE BROTHERS & CO INC History Reduced 1,480 567 0.41% 0.39% 817 -8 -0.54% Q1 2026 May 05, 2026
Somerset Group LLC History Reduced 1,220 566 0.42% 0.36% 818 -25 -2.01% Q1 2026 May 13, 2026
Sageworth Trust Co History No change 1,476 565 0.02% 0.02% 819 0 0.0% Q1 2026 Apr 29, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 1,467 562 0.25% 0.24% 820 -18 -1.21% Q1 2026 Apr 24, 2026
LEIGH BALDWIN & CO., LLC History Added to 1,455 558 0.36% 0.34% 821 +30 2.11% Q1 2026 May 20, 2026
KG Capital Management History Reduced 1,454 557 0.4% 0.32% 822 -2,150 -59.66% Q1 2026 Apr 22, 2026
GeoWealth Management, LLC History Added to 1,444 553 0.02% 0.01% 823 +893 162.07% Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History Reduced 1,441 552 0.03% 0.03% 824 -51 -3.42% Q1 2026 Apr 17, 2026
London & Capital Asset Management Ltd History Reduced 1,435 549 0.01% 0.01% 825 -282 -16.42% Q1 2026 May 15, 2026
IPG Investment Advisors LLC History Reduced 1,429 547 0.09% 0.09% 826 -7 -0.49% Q1 2026 May 12, 2026
Montis Financial, LLC History Reduced 1,423 545 0.11% 0.14% 827 -507 -26.27% Q1 2026 May 11, 2026
RMR Wealth Builders History Reduced 1,415 542 0.04% 0.04% 829 -58 -3.94% Q1 2026 Apr 22, 2026
SIGNATUREFD, LLC History Added to 1,416 542 0.01% 0.01% 828 +17 1.22% Q1 2026 Apr 07, 2026
Facet Wealth, Inc. History Added to 1,409 540 0.01% 0.01% 830 +136 10.68% Q1 2026 May 07, 2026
May Hill Capital, LLC History No change 1,407 539 0.14% 0.14% 831 0 0.0% Q1 2026 May 06, 2026
Trueblood Wealth Management, LLC History Reduced 1,403 538 0.21% 0.21% 832 -93 -6.22% Q1 2026 Apr 21, 2026
Detalus Advisors, LLC History No change 1,402 537 0.12% 0.12% 833 0 0.0% Q1 2026 Apr 22, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,400 536 0.03% 0.03% 834 0 0.0% Q1 2026 Apr 17, 2026
ProVise Management Group, LLC History Reduced 1,397 535 0.04% 0.04% 835 -4 -0.29% Q1 2026 May 06, 2026
Sonoma Allocations LLC History New 1,321 526 0.18% 837 +1,321 New Q1 2026 May 19, 2026
Navis Wealth Advisors, LLC History Reduced 1,372 526 0.27% 0.27% 836 -400 -22.57% Q1 2026 May 15, 2026
M&T BANK CORP History No change 1,366 523 0.0% 0.0% 838 0 0.0% Q1 2026 May 12, 2026
Walleye Capital LLC History Reduced 1,357 520 0.0% 0.0% 839 -1,643 -54.77% Q1 2026 May 13, 2026
Two West Capital Advisors LLC History Added to 1,041 520 0.28% 0.17% 840 +243 30.45% Q1 2026 May 04, 2026
Montecito Bank & Trust History No change 1,353 518 0.09% 0.08% 841 0 0.0% Q1 2026 Apr 16, 2026
PRIVATE CLIENT SERVICES, LLC History No change 1,338 512 0.15% 0.15% 842 0 0.0% Q1 2026 Apr 06, 2026
Premier Path Wealth Partners, LLC History Reduced 1,325 508 0.07% 0.07% 843 -82 -5.83% Q1 2026 Apr 23, 2026
Bryn Mawr Trust Advisors, LLC History Added to 1,323 507 0.02% 0.02% 844 +126 10.53% Q1 2026 May 04, 2026
Triumph Capital Management History Added to 1,315 504 0.1% 0.08% 845 +239 22.21% Q1 2026 May 13, 2026
J. Derek Lewis & Associates Inc. History Added to 1,310 502 0.11% 0.1% 847 +122 10.27% Q1 2026 May 21, 2026
Wealth Advisory Team LLC History No change 1,395 502 0.44% 0.44% 846 0 0.0% Q4 2025 Feb 05, 2026
Red Door Wealth Management, LLC History Added to 1,305 500 0.05% 0.05% 848 +27 2.11% Q1 2026 Apr 22, 2026
Alpha Cubed Investments, LLC History No change 1,388 499 0.02% 0.02% 849 0 0.0% Q4 2025 Feb 03, 2026
Fusion Capital, LLC History New 1,296 496 0.13% 850 +1,296 New Q1 2026 May 13, 2026
Birch Hill Investment Advisors LLC History No change 1,293 495 0.02% 0.02% 851 0 0.0% Q1 2026 Apr 29, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 1,288 493 0.01% 0.01% 852 +180 16.25% Q1 2026 May 15, 2026
J HAGAN CAPITAL, INC. History Added to 1,287 493 0.27% 0.25% 853 +15 1.18% Q1 2026 May 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 1,283 492 0.33% 0.3% 854 +66 5.42% Q1 2026 Apr 14, 2026
CARDIFF PARK ADVISORS, LLC History Added to 1,278 489 0.04% 0.03% 856 +233 22.3% Q1 2026 May 15, 2026
Octavia Wealth Advisors, LLC History Added to 1,276 489 0.05% 0.04% 855 +37 2.99% Q1 2026 Apr 10, 2026
Stratos Wealth Advisors, LLC History Added to 1,269 486 0.03% 0.02% 857 +256 25.27% Q1 2026 Apr 28, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,254 485 0.0% 0.0% 858 -1,446 -53.56% Q1 2026 May 15, 2026
Leo Wealth, LLC History Added to 1,261 483 0.04% 0.03% 859 +4 0.32% Q1 2026 May 05, 2026
Meriwether Wealth & Planning, LLC History Added to 1,250 479 0.26% 0.25% 861 +7 0.56% Q1 2026 Apr 09, 2026
Sandbox Financial Partners, LLC History Reduced 1,250 479 0.13% 0.12% 860 -3 -0.24% Q1 2026 Apr 08, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 1,240 475 0.31% 0.33% 862 -170 -12.06% Q1 2026 Apr 28, 2026
Pioneer Family Office, LLC History Added to 1,235 473 0.3% 0.04% 864 +1,055 586.11% Q1 2026 May 13, 2026
SHP Wealth Management History Added to 1,235 473 0.04% 0.03% 863 +48 4.04% Q1 2026 May 08, 2026
TOWER BRIDGE ADVISORS History New 1,232 472 0.05% 867 +1,232 New Q1 2026 May 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 1,232 472 0.01% 0.01% 866 +1 0.08% Q1 2026 Apr 21, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,232 472 0.0% 0.0% 865 0 0.0% Q1 2026 May 15, 2026
Hilltop Holdings Inc. History Reduced 1,230 471 0.04% 1.16% 868 -53,088 -97.74% Q1 2026 May 14, 2026
Resurgent Financial Advisors LLC History Added to 1,231 471 0.17% 0.22% 869 +9 0.74% Q1 2026 May 12, 2026
IMG Wealth Management, Inc. History No change 1,229 471 0.3% 0.28% 870 0 0.0% Q1 2026 May 15, 2026
Valmark Advisers, Inc. History Reduced 1,228 470 0.01% 0.01% 871 -50 -3.91% Q1 2026 May 01, 2026
Fairfield Financial Advisors, LTD History No change 1,228 470 0.16% 0.14% 872 0 0.0% Q1 2026 Apr 27, 2026
WELCH & FORBES LLC History Added to 1,200 460 0.01% 0.01% 873 +7 0.59% Q1 2026 May 01, 2026
BBR PARTNERS, LLC History No change 1,187 455 0.03% 0.02% 874 0 0.0% Q1 2026 May 12, 2026
Arlington Capital Management, Inc. History Reduced 1,181 452 0.25% 0.28% 875 -80 -6.34% Q1 2026 May 01, 2026
FSA Advisors, Inc. History Added to 1,173 449 0.3% 0.27% 876 +76 6.93% Q1 2026 May 06, 2026
Northstar Advisory Group, LLC History Reduced 1,171 448 0.17% 0.17% 879 -122 -9.44% Q1 2026 Apr 08, 2026
Advance Capital Management, Inc. History Added to 1,171 448 0.02% 0.02% 878 +35 3.08% Q1 2026 Apr 29, 2026
CASCADE INVESTMENT GROUP, INC. History No change 1,171 448 0.29% 0.28% 877 0 0.0% Q1 2026 May 13, 2026
Patriot Financial Group Insurance Agency, LLC History New 1,166 447 0.03% 880 +1,166 New Q1 2026 Apr 22, 2026
Brady Martz Wealth Solutions, LLC History No change 1,157 443 0.08% 0.07% 881 0 0.0% Q1 2026 Apr 15, 2026
Cadent Capital Advisors, LLC History Reduced 1,154 442 0.11% 0.25% 882 -1,532 -57.04% Q1 2026 Apr 08, 2026
Wealth Dimensions Group, Ltd. History No change 1,153 442 0.09% 0.08% 883 0 0.0% Q1 2026 May 11, 2026
Outlook Wealth Advisors, LLC History Added to 1,153 441 0.11% 0.09% 884 +77 7.16% Q1 2026 Apr 17, 2026
Greenline Partners, LLC History No change 1,147 439 0.05% 0.05% 885 0 0.0% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,147 439 0.02% 0.02% 886 0 0.0% Q1 2026 May 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 1,142 438 0.03% 0.03% 887 -113 -9.0% Q1 2026 May 21, 2026
United Advisor Group, LLC History Added to 1,141 437 0.05% 0.04% 888 +157 15.96% Q1 2026 Apr 17, 2026
Evanson Asset Management, LLC History Reduced 1,133 434 0.02% 0.02% 889 -27 -2.33% Q1 2026 Apr 08, 2026
Index Technologies Group LLC History Added to 1,133 434 0.47% 0.42% 890 +25 2.26% Q1 2026 Apr 29, 2026
Tempus Wealth Planning, LLC History Reduced 1,127 432 0.1% 0.09% 891 -15 -1.31% Q1 2026 Apr 28, 2026
SIMON QUICK ADVISORS, LLC History Added to 1,126 431 0.02% 0.02% 892 +67 6.33% Q1 2026 May 06, 2026
Sharp Wealth Advisory, LLC History No change 1,126 431 0.21% 0.2% 893 0 0.0% Q1 2026 Apr 27, 2026
James J. Burns & Company, LLC History No change 1,124 431 0.06% 0.06% 894 0 0.0% Q1 2026 Apr 17, 2026
M3 Advisory Group, LLC History Added to 1,120 429 0.26% 0.24% 896 +18 1.63% Q1 2026 Apr 22, 2026
DUNCKER STREETT & CO INC History No change 1,120 429 0.08% 0.07% 895 0 0.0% Q1 2026 Apr 29, 2026
Redhawk Wealth Advisors, Inc. History Reduced 1,116 427 0.05% 0.06% 897 -298 -21.07% Q1 2026 Apr 15, 2026
Trek Financial, LLC History Reduced 1,116 427 0.02% 0.03% 898 -239 -17.64% Q1 2026 May 13, 2026
Axecap Investments, LLC History Reduced 1,113 426 0.29% 0.84% 899 -2,664 -70.53% Q1 2026 Apr 20, 2026
Pure Financial Advisors, LLC History Added to 1,109 425 0.01% 0.01% 900 +138 14.21% Q1 2026 Apr 10, 2026
Archvest Wealth Advisors, Inc. History Reduced 1,099 421 0.27% 0.26% 901 -50 -4.35% Q1 2026 May 13, 2026
Quantum Private Wealth, LLC History Added to 1,094 419 0.13% 0.1% 902 +100 10.06% Q1 2026 Apr 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,088 417 0.03% 0.23% 903 -9,179 -89.4% Q1 2026 Apr 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,089 417 0.0% 0.0% 904 +475 77.36% Q1 2026 Apr 27, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 1,087 416 0.2% 0.19% 905 -6 -0.55% Q1 2026 May 07, 2026
MMA ASSET MANAGEMENT LLC History No change 1,078 413 0.15% 0.14% 906 0 0.0% Q1 2026 Apr 08, 2026
JSF Financial, LLC History Added to 1,071 410 0.08% 0.08% 907 +28 2.68% Q1 2026 May 07, 2026
MRA Advisory Group History Reduced 1,067 409 0.17% 0.17% 908 -32 -2.91% Q1 2026 Apr 22, 2026
Tortuga Wealth Management, Inc History Reduced 1,060 406 0.38% 0.41% 910 -28 -2.57% Q1 2026 Jul 17, 2026
Westshore Wealth, LLC History No change 1,060 406 0.14% 0.13% 909 0 0.0% Q1 2026 May 27, 2026
Capital Wealth Alliance, LLC History Reduced 1,056 404 0.18% 0.58% 911 -2,291 -68.45% Q1 2026 May 13, 2026
Northwest Wealth Advisors, LLC History Reduced 1,054 404 0.29% 0.36% 912 -242 -18.67% Q1 2026 Apr 29, 2026
Clark Asset Management, LLC History No change 1,054 403 0.04% 0.04% 913 0 0.0% Q1 2026 Apr 16, 2026
HF Advisory Group, LLC History Reduced 1,048 401 0.14% 0.16% 915 -226 -17.74% Q1 2026 Apr 21, 2026
Bravias Capital Group, LLC History Reduced 1,047 401 0.26% 0.26% 916 -147 -12.31% Q1 2026 Apr 28, 2026
Ascent Wealth Partners, LLC History Reduced 1,047 401 0.05% 0.05% 914 -92 -8.08% Q1 2026 May 06, 2026
Bell Investment Advisors, Inc History Reduced 1,044 400 0.06% 0.06% 918 -57 -5.18% Q1 2026 Apr 17, 2026
Klingman & Associates, LLC History Reduced 1,045 400 0.02% 0.02% 917 -22 -2.06% Q1 2026 May 14, 2026
KFA Private Wealth Group, LLC History Added to 1,040 398 0.1% 0.09% 919 +44 4.42% Q1 2026 Apr 20, 2026
Ridgepath Capital Management LLC History No change 1,039 398 0.2% 0.16% 920 0 0.0% Q1 2026 May 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,033 396 0.01% 0.0% 921 0 0.0% Q1 2026 May 01, 2026
Embree Financial Group History No change 1,030 394 0.05% 0.05% 922 0 0.0% Q1 2026 Apr 23, 2026
Synergy Asset Management, LLC History New 1,015 389 0.04% 924 +1,015 New Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 1,017 389 0.0% 0.0% 923 +260 34.35% Q1 2026 May 08, 2026
Northern Capital Management, Inc. History Added to 1,010 387 0.19% 0.13% 925 +328 48.09% Q1 2026 May 13, 2026
Welch Financial Planning, LLC History No change 1,010 387 0.28% 0.26% 926 0 0.0% Q1 2026 Apr 21, 2026
SHARPEPOINT LLC History Reduced 1,008 386 0.23% 0.22% 927 -7 -0.69% Q1 2026 May 05, 2026
Carr Financial Group Corp History Added to 1,006 385 0.1% 0.07% 928 +271 36.87% Q1 2026 May 12, 2026
Vertex Planning Partners, LLC History Added to 1,007 385 0.07% 0.07% 929 +212 26.67% Q1 2026 May 15, 2026
FIFTH LANE CAPITAL, LP History New 1,000 383 0.47% 932 +1,000 New Q1 2026 May 15, 2026
Gruss & Co., LLC History No change 1,000 383 0.89% 0.79% 930 0 0.0% Q1 2026 May 05, 2026
Charles Schwab Trust Co History No change 1,000 383 0.02% 0.02% 931 0 0.0% Q1 2026 Apr 10, 2026
Avantax Planning Partners, Inc. History New 989 379 0.01% 935 +989 New Q1 2026 May 04, 2026
Semus Wealth Partners LLC History Reduced 989 379 0.21% 0.2% 934 -30 -2.94% Q1 2026 Apr 24, 2026
Charter Oak Capital Management, LLC History No change 990 379 0.03% 0.03% 933 0 0.0% Q1 2026 Apr 24, 2026
CAXTON ASSOCIATES LLP History Reduced 987 378 0.01% 0.03% 936 -3,006 -75.28% Q1 2026 May 14, 2026
Strive Financial Group ,LLC History Reduced 985 378 0.2% 0.19% 937 -2 -0.2% Q1 2026 May 15, 2026
Fort Sheridan Advisors LLC History New 983 376 0.05% 938 +983 New Q1 2026 May 06, 2026
Bosman Wealth Management, LLC History Reduced 971 372 0.33% 0.29% 940 -10 -1.02% Q1 2026 May 01, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 971 372 0.03% 0.02% 939 0 0.0% Q1 2026 Apr 28, 2026
RFG - Bristol Wealth Advisors, LLC History No change 961 368 0.1% 0.1% 941 0 0.0% Q1 2026 May 05, 2026
BXM Wealth LLC History Reduced 958 367 0.28% 0.24% 944 -47,794 -98.03% Q1 2026 Apr 23, 2026
Stiles Financial Services Inc History Added to 959 367 0.11% 0.09% 942 +114 13.49% Q1 2026 Apr 30, 2026
INSTRUMENTAL WEALTH, LLC History Added to 960 367 0.23% 0.23% 943 +12 1.27% Q1 2026 Apr 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 954 365 0.0% 0.0% 945 +260 37.46% Q1 2026 Apr 24, 2026
EdgeRock Capital LLC History Reduced 954 365 0.1% 0.11% 946 -215 -18.39% Q1 2026 Apr 16, 2026
GLENMEDE TRUST CO NA History Added to 949 363 0.0% 0.0% 947 +367 63.06% Q1 2026 May 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 939 360 0.0% 949 +939 New Q1 2026 May 08, 2026
Key Client Fiduciary Advisors, LLC History Added to 941 360 0.12% 0.11% 948 +43 4.79% Q1 2026 Apr 09, 2026
Insight Wealth Strategies, LLC History No change 935 358 0.04% 0.04% 950 0 0.0% Q1 2026 Apr 10, 2026
Curi Capital, LLC History Reduced 927 355 0.01% 0.01% 951 -83 -8.22% Q1 2026 May 15, 2026
Syntegra Private Wealth Group, LLC History Added to 923 353 0.03% 0.03% 953 +74 8.72% Q1 2026 Apr 27, 2026
Kathmere Capital Management, LLC History No change 921 353 0.02% 0.02% 952 0 0.0% Q1 2026 Apr 28, 2026
Freedom Financial Partners LLC History No change 922 353 0.13% 0.12% 954 0 0.0% Q1 2026 Apr 16, 2026
Roehl & Yi Investment Advisors, LLC History No change 923 353 0.13% 0.13% 955 0 0.0% Q1 2026 May 14, 2026
Seelaus Asset Management LLC History Added to 920 352 0.25% 0.24% 956 +75 8.88% Q1 2026 Apr 29, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 916 351 0.1% 0.1% 957 -6 -0.65% Q1 2026 Apr 27, 2026
Bison Wealth, LLC History Added to 612 350 0.03% 0.02% 958 +58 10.47% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 911 349 0.01% 961 +911 New Q1 2026 May 04, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Added to 913 349 0.18% 0.16% 960 +103 12.72% Q1 2026 Apr 20, 2026
Zullo Investment Group, Inc. History Reduced 910 349 0.13% 0.12% 959 -33 -3.5% Q1 2026 Apr 15, 2026
GSG Advisors LLC History Added to 908 348 0.09% 0.07% 962 +122 15.52% Q1 2026 May 13, 2026
Sequent Asset Management, LLC History Reduced 904 346 0.17% 0.18% 963 -212 -19.0% Q1 2026 Jul 21, 2026
Motley Fool Wealth Management, LLC History No change 903 346 0.04% 0.03% 964 0 0.0% Q1 2026 May 12, 2026
SmartHarvest Portfolios, LLC History No change 905 346 0.14% 0.11% 965 0 0.0% Q1 2026 Apr 20, 2026
Financial Solutions Advisory Group, Inc. History New 902 345 0.05% 968 +902 New Q1 2026 Jun 01, 2026
Daviman Financial, LLC History Reduced 901 345 0.2% 0.2% 967 -50 -5.26% Q1 2026 Apr 23, 2026
Aurora Private Wealth, Inc. History No change 958 345 0.25% 0.23% 966 0 0.0% Q1 2026 Apr 16, 2026
SWEENEY & MICHEL, LLC History Added to 777 344 0.1% 0.09% 969 +77 11.0% Q1 2026 Apr 16, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 892 342 0.03% 0.03% 970 -147 -14.15% Q1 2026 Apr 13, 2026
FIRST TRUST ADVISORS LP History Reduced 890 341 0.0% 0.0% 971 -177 -16.59% Q1 2026 May 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 887 340 0.05% 0.05% 972 0 0.0% Q1 2026 May 11, 2026
VVR Holdings LLC History New 883 338 0.17% 973 +883 New Q1 2026 Apr 16, 2026
Retirement Planning Co of New England, Inc. History Added to 881 337 0.14% 0.13% 974 +7 0.8% Q1 2026 May 08, 2026
J. L. Bainbridge & Co., Inc. History No change 878 336 0.03% 0.03% 975 0 0.0% Q1 2026 Apr 22, 2026
Northstar Group, Inc. History No change 873 334 0.05% 0.04% 976 0 0.0% Q1 2026 Apr 28, 2026
Atlantic Private Wealth, LLC History No change 869 332 0.22% 0.2% 977 0 0.0% Q1 2026 May 08, 2026
Sargent Investment Group, LLC History No change 863 330 0.04% 0.04% 978 0 0.0% Q1 2026 May 11, 2026
Redwood Investment Management, LLC History New 857 329 0.04% 979 +857 New Q1 2026 Jun 23, 2026
Miller Capital Partners, Inc. History No change 856 328 0.16% 0.16% 980 0 0.0% Q1 2026 May 14, 2026
Register Financial Advisors LLC History Added to 852 326 0.12% 0.08% 982 +272 46.9% Q1 2026 Apr 15, 2026
Freestone Capital Holdings, LLC History Reduced 851 326 0.01% 0.01% 981 -139 -14.04% Q1 2026 May 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 848 325 0.0% 983 +848 New Q1 2026 May 12, 2026
Arax Advisory Partners History Reduced 846 324 0.01% 0.02% 984 -1,327 -61.07% Q1 2026 May 13, 2026
Weaver Consulting Group History No change 846 324 0.08% 0.07% 985 0 0.0% Q1 2026 May 15, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 844 323 0.14% 0.12% 986 +173 25.78% Q1 2026 Apr 24, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History New 838 321 0.11% 987 +838 New Q1 2026 May 08, 2026
United Asset Strategies, Inc. History Reduced 836 320 0.03% 0.02% 988 -7 -0.83% Q1 2026 Apr 29, 2026
WEALTHGARDEN F.S. LLC History New 834 319 0.22% 990 +834 New Q1 2026 May 04, 2026
Optivise Advisory Services LLC History Added to 834 319 0.19% 0.16% 989 +65 8.45% Q1 2026 Apr 15, 2026
Quantbot Technologies LP History Added to 827 317 0.01% 0.01% 991 +253 44.08% Q1 2026 May 13, 2026
Heritage Wealth Management, Inc. History No change 825 316 0.16% 0.08% 992 0 0.0% Q1 2026 Apr 20, 2026
Horizon Investments, LLC History Added to 822 315 0.0% 0.0% 993 +329 66.73% Q1 2026 May 14, 2026
Smith Salley Wealth Management History Added to 817 313 0.02% 0.01% 994 +61 8.07% Q1 2026 Apr 16, 2026
Oakwell Private Wealth Management, LLC History No change 818 313 0.06% 0.05% 995 0 0.0% Q1 2026 May 01, 2026
Abound Wealth Management History No change 814 312 0.07% 0.07% 996 0 0.0% Q1 2026 Apr 10, 2026
Investment Management Trust, LLC History New 811 310 0.3% 997 +811 New Q1 2026 Apr 24, 2026
Indivisible Partners History Added to 807 309 0.03% 0.03% 998 +106 15.12% Q1 2026 Apr 30, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 805 308 0.11% 0.13% 999 -219 -21.39% Q1 2026 Apr 21, 2026
ZEGA Investments, LLC History New 802 307 0.03% 1002 +802 New Q1 2026 May 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 802 307 0.0% 0.0% 1000 0 0.0% Q1 2026 May 14, 2026
SB Capital Management Inc History No change 855 307 0.11% 0.11% 1001 0 0.0% Q4 2025 Feb 20, 2026
Oak Grove Capital LLC History New 800 306 0.03% 1005 +800 New Q1 2026 May 13, 2026
Hendershot Investments Inc. History No change 800 306 0.04% 0.04% 1003 0 0.0% Q1 2026 Apr 27, 2026
Bank & Trust Co History No change 800 306 0.21% 0.2% 1004 0 0.0% Q1 2026 Apr 13, 2026
HOLDERNESS INVESTMENTS CO History Added to 789 302 0.06% 0.04% 1006 +183 30.2% Q1 2026 May 12, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 784 301 0.13% 0.12% 1007 0 0.0% Q1 2026 Apr 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 785 300 0.03% 0.03% 1008 0 0.0% Q1 2026 May 11, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 782 299 0.0% 0.0% 1010 +106 15.68% Q1 2026 May 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 1,220 299 0.03% 0.03% 1009 0 0.0% Q4 2025 Feb 13, 2026
AAFMAA Wealth Management & Trust LLC History No change 772 295 0.11% 0.11% 1011 0 0.0% Q1 2026 Apr 08, 2026
Victrix Investment Advisors History New 768 294 0.11% 1013 +768 New Q1 2026 Apr 09, 2026
GenTrust, LLC History Added to 769 294 0.01% 0.01% 1012 +62 8.77% Q1 2026 Apr 27, 2026
Costello Asset Management, INC History Added to 765 293 0.1% 0.06% 1014 +300 64.52% Q1 2026 Apr 30, 2026
Empower Advisory Group, LLC History Added to 764 292 0.0% 0.0% 1015 +135 21.46% Q1 2026 May 14, 2026
Jaffetilchin Investment Partners, LLC History Reduced 757 290 0.02% 0.02% 1016 -186 -19.72% Q1 2026 May 13, 2026
Palumbo Wealth Management LLC History No change 759 290 0.07% 0.07% 1017 0 0.0% Q1 2026 May 12, 2026
Financial Engines Advisors L.L.C. History New 756 289 0.0% 1019 +756 New Q1 2026 May 14, 2026
Vertrix Wealth Management, LLC History New 754 289 0.11% 1020 +754 New Q1 2026 Apr 24, 2026
Center For Asset Management LLC History Added to 756 289 0.14% 0.12% 1018 +133 21.35% Q1 2026 Apr 16, 2026
J. Goldman & Co LP History Reduced 750 287 0.01% 0.03% 1021 -1,924 -71.95% Q1 2026 May 15, 2026
Platform Technology Partners History No change 747 286 0.06% 0.06% 1022 0 0.0% Q1 2026 Apr 27, 2026
Excelsior Advisor Network LLC History No change 748 286 0.11% 0.13% 1023 0 0.0% Q1 2026 May 15, 2026
Financial Insights, Inc. History New 736 282 0.09% 1025 +736 New Q1 2026 May 18, 2026
MCDONALD PARTNERS LLC History Added to 737 282 0.07% 0.08% 1024 +13 1.8% Q1 2026 May 15, 2026
Pinnacle Family Advisors, LLC History Reduced 735 281 0.13% 0.18% 1026 -425 -36.64% Q1 2026 May 14, 2026
Total Wealth Planning & Management, Inc. History Reduced 735 281 0.21% 0.22% 1027 -89 -10.8% Q1 2026 May 05, 2026
Sandy Cove Advisors, LLC History Added to 730 279 0.08% 0.07% 1028 +119 19.48% Q1 2026 May 05, 2026
Tidemark, LLC History Reduced 728 278 0.07% 0.08% 1029 -92 -11.22% Q1 2026 May 07, 2026
Sequent Planning LLC History Reduced 723 277 0.07% 0.07% 1030 -1 -0.14% Q1 2026 Apr 21, 2026
CAMDEN NATIONAL BANK History Added to 719 275 0.04% 0.03% 1031 +39 5.74% Q1 2026 May 04, 2026
Evergreen Wealth Partners LLC History Reduced 718 275 0.21% 0.23% 1032 -34 -4.52% Q1 2026 May 08, 2026
DiNuzzo Private Wealth, Inc. History No change 717 274 0.03% 0.03% 1033 0 0.0% Q1 2026 Apr 08, 2026
Rockwood Wealth Management, LLC History Added to 714 273 0.02% 0.02% 1034 +70 10.87% Q1 2026 Apr 29, 2026
Independent Wealth Network Inc. History Reduced 711 272 0.08% 0.08% 1036 -19 -2.6% Q1 2026 Apr 20, 2026
SAGE FINANCIAL GROUP INC History No change 711 272 0.02% 0.02% 1035 0 0.0% Q1 2026 May 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 704 269 0.03% 0.05% 1037 -289 -29.1% Q1 2026 May 12, 2026
High Falls Advisors, Inc History No change 744 268 0.05% 0.05% 1038 0 0.0% Q4 2025 Feb 18, 2026
REGIONS FINANCIAL CORP History Added to 697 267 0.0% 0.0% 1039 +2 0.29% Q1 2026 May 05, 2026
Hemenway Trust Co LLC History Reduced 695 266 0.02% 0.02% 1040 -35 -4.79% Q1 2026 May 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History New 693 265 0.02% 1042 +693 New Q1 2026 Apr 27, 2026
HCR Wealth Advisors History Added to 693 265 0.03% 0.02% 1041 +25 3.74% Q1 2026 Apr 21, 2026
BOKF, NA History Reduced 688 263 0.0% 0.0% 1043 -200 -22.52% Q1 2026 May 08, 2026
BlueSky Wealth Advisors, LLC History New 685 262 0.03% 1044 +685 New Q1 2026 Apr 16, 2026
FIRST MANHATTAN CO. LLC. History New 680 260 0.0% 1046 +680 New Q1 2026 May 15, 2026
Atlas Wealth LLC History No change 679 260 0.08% 0.07% 1045 0 0.0% Q1 2026 May 13, 2026
BURNEY CO/ History Reduced 676 259 0.01% 0.01% 1047 -320 -32.13% Q1 2026 Apr 29, 2026
Family Office Research LLC History Added to 677 259 0.11% 0.1% 1048 +1 0.15% Q1 2026 May 13, 2026
XML Financial, LLC History Reduced 675 258 0.02% 0.03% 1050 -213 -23.99% Q1 2026 Apr 16, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 675 258 0.12% 0.12% 1049 -50 -6.9% Q1 2026 May 15, 2026
Savvy Advisors, Inc. History New 672 257 0.01% 1051 +672 New Q1 2026 May 11, 2026
Nova Wealth Management, Inc. History Reduced 665 255 0.17% 0.17% 1052 -29 -4.18% Q1 2026 Apr 14, 2026
Clare Market Investments LLC History New 660 253 0.05% 1054 +660 New Q1 2026 Apr 29, 2026
44 WEALTH MANAGEMENT LLC History No change 660 253 0.09% 0.08% 1053 0 0.0% Q1 2026 May 15, 2026
Balboa Wealth Partners History New 652 250 0.04% 1056 +652 New Q1 2026 Apr 16, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 653 250 0.03% 0.02% 1055 +24 3.82% Q1 2026 May 12, 2026
Westhampton Capital, LLC History New 652 249 0.12% 1057 +652 New Q1 2026 Apr 16, 2026
Kapstone Financial Advisors LLC History New 651 249 0.12% 1058 +651 New Q1 2026 Apr 22, 2026
THREADGILL FINANCIAL, LLC History New 647 248 0.07% 1059 +647 New Q1 2026 Apr 20, 2026
CV Advisors LLC History Reduced 644 246 0.07% 0.07% 1060 -65 -9.17% Q1 2026 May 01, 2026
EFG International AG History Added to 644 246 0.01% 0.0% 1061 +50 8.42% Q1 2026 May 15, 2026
Thrive Capital Management, LLC History Reduced 641 245 0.05% 0.05% 1062 -9 -1.38% Q1 2026 Apr 27, 2026
KDT Advisors, LLC History No change 640 245 0.39% 0.32% 1063 0 0.0% Q1 2026 May 15, 2026
Catalina Capital Group, LLC History New 635 243 0.14% 1064 +635 New Q1 2026 Apr 23, 2026
Clearwater Capital Advisors, LLC History New 629 241 0.02% 1069 +629 New Q1 2026 May 13, 2026
Blue Water Asset Management History New 629 241 0.08% 1070 +629 New Q1 2026 May 05, 2026
LeClair Wealth Partners LLC History New 629 241 0.08% 1071 +629 New Q1 2026 May 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 629 241 0.13% 0.01% 1067 +601 2146.43% Q1 2026 May 13, 2026
Thrive Wealth Management, LLC History Added to 630 241 0.04% 0.03% 1066 +5 0.8% Q1 2026 Apr 09, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 630 241 0.04% 0.04% 1065 0 0.0% Q1 2026 May 15, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 631 241 0.19% 0.18% 1068 0 0.0% Q1 2026 May 07, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 627 240 0.04% 0.04% 1073 -18 -2.79% Q1 2026 Apr 29, 2026
SEARLE & CO. History No change 627 240 0.06% 0.06% 1072 0 0.0% Q1 2026 May 08, 2026
Integrated Advisors Network LLC History Reduced 625 239 0.01% 0.08% 1074 -4,583 -88.0% Q1 2026 Apr 28, 2026
AlphaStar Capital Management, LLC History New 625 239 0.02% 1075 +625 New Q1 2026 Apr 15, 2026
Marathon Trading Investment Management LLC History New 620 237 0.01% 1076 +620 New Q1 2026 May 14, 2026
LongView Wealth Management History New 526 237 0.06% 1078 +526 New Q1 2026 Apr 15, 2026
Apella Capital, LLC History New 512 237 0.0% 1077 +512 New Q1 2026 Apr 20, 2026
HOWE & RUSLING INC History Added to 612 234 0.02% 0.01% 1079 +25 4.26% Q1 2026 Apr 28, 2026
Pacific Excel Wealth Advisors, Inc. History New 610 233 0.25% 1080 +610 New Q1 2026 May 13, 2026
Chancellor Financial Group WB LP History New 606 232 0.16% 1083 +606 New Q1 2026 May 14, 2026
KWB Wealth History Reduced 647 232 0.02% 0.02% 1082 -19 -2.85% Q1 2026 Apr 08, 2026
Linscomb Wealth, Inc. History No change 606 232 0.01% 0.01% 1081 0 0.0% Q1 2026 May 11, 2026
Verdence Capital Advisors LLC History New 603 231 0.01% 1086 +603 New Q1 2026 Apr 30, 2026
North Star Investment Management Corp. History Added to 603 231 0.01% 0.0% 1085 +405 204.55% Q1 2026 Apr 23, 2026
BANK HAPOALIM BM History Reduced 603 231 0.04% 0.02% 1084 -60 -9.05% Q1 2026 May 04, 2026
RHODES INVESTMENT ADVISORS INC /ADV History New 600 230 0.2% 1090 +600 New Q1 2026 May 14, 2026
L. Roy Papp & Associates, LLP History No change 600 230 0.03% 0.02% 1087 0 0.0% Q1 2026 Apr 14, 2026
NavPoint Financial, Inc. History No change 600 230 0.09% 0.09% 1088 0 0.0% Q1 2026 Apr 24, 2026
Sulzberger Capital Advisors, Inc. History No change 600 230 0.23% 0.22% 1089 0 0.0% Q1 2026 Apr 10, 2026
Symphony Financial, Ltd. Co. History New 610 227 0.03% 1091 +610 New Q1 2026 Apr 30, 2026
J. Safra Sarasin Holding AG History No change 625 226 0.0% 0.0% 1092 0 0.0% Q1 2026 May 04, 2026
Merkkuri Wealth Advisors LLC History No change 592 226 0.15% 0.14% 1093 0 0.0% Q1 2026 Apr 21, 2026
Bowman & Co S.C. History No change 627 225 0.09% 0.09% 1094 0 0.0% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 445 225 0.0% 0.0% 1095 0 0.0% Q1 2026 May 06, 2026
Illumine Investment Management, LLC History Reduced 582 223 0.17% 0.16% 1096 -14 -2.35% Q1 2026 May 04, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 577 221 0.02% 0.02% 1099 -14 -2.37% Q1 2026 Apr 22, 2026
Resolute Wealth Strategies, LLC History No change 579 221 0.1% 0.09% 1097 0 0.0% Q1 2026 May 07, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 578 221 0.1% 0.1% 1098 0 0.0% Q1 2026 May 14, 2026
WEBSTER BANK, N. A. History No change 576 220 0.02% 0.02% 1100 0 0.0% Q1 2026 Apr 17, 2026
Sterling Wealth Management, Inc. History No change 574 220 0.06% 0.06% 1101 0 0.0% Q1 2026 May 13, 2026
Everstar Asset Management, LLC History New 572 219 0.12% 1103 +572 New Q1 2026 Apr 16, 2026
DIVERSIFIED MANAGEMENT INC History Reduced 573 219 0.04% 0.05% 1102 -69 -10.75% Q1 2026 Apr 09, 2026
Main Management LLC History Reduced 568 218 0.02% 0.45% 1104 -16,841 -96.74% Q1 2026 May 14, 2026
Global Wealth Management Investment Advisory, Inc. History No change 570 218 0.03% 0.03% 1105 0 0.0% Q1 2026 May 01, 2026
Essex Financial Services, Inc. History Reduced 565 216 0.01% 0.01% 1106 -19 -3.25% Q1 2026 Apr 24, 2026
Provenance Wealth Advisors, LLC History Added to 562 215 0.02% 0.01% 1108 +328 140.17% Q1 2026 Apr 20, 2026
Pacific Center for Financial Services History No change 561 215 0.05% 0.05% 1107 0 0.0% Q1 2026 May 12, 2026
DUTCH ASSET Corp History No change 561 215 0.14% 0.16% 1109 0 0.0% Q1 2026 May 08, 2026
Braeburn Wealth Management LLC History New 557 213 0.12% 1114 +557 New Q1 2026 Apr 17, 2026
Sonoma Private Wealth LLC History New 556 213 0.26% 1112 +556 New Q1 2026 May 15, 2026
Convergence Financial, LLC History New 504 213 0.02% 1113 +504 New Q1 2026 May 11, 2026
Activest Wealth Management History Reduced 557 213 0.04% 0.07% 1111 -426 -43.34% Q1 2026 Apr 15, 2026
Van Hulzen Asset Management, LLC History No change 556 213 0.02% 0.01% 1110 0 0.0% Q1 2026 May 14, 2026
MANCHESTER FINANCIAL INC History New 555 212 0.04% 1115 +555 New Q1 2026 Apr 23, 2026
HEADINVEST, LLC History New 553 212 0.04% 1116 +553 New Q1 2026 May 15, 2026
SP Asset Management LLC History New 552 211 0.02% 1117 +552 New Q1 2026 May 06, 2026
Kaydan Wealth Management, Inc. History New 552 211 0.07% 1118 +552 New Q1 2026 Apr 29, 2026
Compound Planning, Inc. History Reduced 548 210 0.01% 0.02% 1119 -1,666 -75.25% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History New 549 210 0.0% 1120 +549 New Q1 2026 May 14, 2026
Retirement Planning Group, LLC History New 547 209 0.01% 1122 +547 New Q1 2026 May 04, 2026
LRI Investments, LLC History No change 546 209 0.02% 0.02% 1121 0 0.0% Q1 2026 Apr 30, 2026
SMART Wealth LLC History Reduced 544 208 0.06% 0.13% 1123 -651 -54.48% Q1 2026 Apr 23, 2026
Dale Q Rice Investment Management Ltd History New 545 208 0.16% 1125 +545 New Q1 2026 May 08, 2026
Discipline Wealth Solutions, LLC History New 543 208 0.02% 1124 +543 New Q1 2026 Apr 17, 2026
Washington Trust Advisors, Inc. History No change 540 207 0.02% 0.01% 1126 0 0.0% Q1 2026 Apr 06, 2026
D'Orazio & Associates, Inc. History New 537 205 0.03% 1128 +537 New Q1 2026 May 07, 2026
Farmers & Merchants Trust Co of Long Beach History New 537 205 0.05% 1129 +537 New Q1 2026 Apr 16, 2026
Harbor Group, Inc. History New 536 205 0.03% 1130 +536 New Q1 2026 Apr 10, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 537 205 0.11% 0.06% 1127 -64 -10.65% Q1 2026 Apr 15, 2026
Smartleaf Asset Management LLC History Added to 565 204 0.01% 0.0% 1132 +408 259.87% Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 533 204 0.07% 0.07% 1131 0 0.0% Q1 2026 Apr 14, 2026
United Capital Management of KS, Inc. History New 530 203 0.03% 1134 +530 New Q1 2026 May 11, 2026
KKM Financial LLC History No change 566 203 0.04% 0.04% 1133 0 0.0% Q1 2026 May 15, 2026
Chesley Taft & Associates LLC History New 529 202 0.01% 1136 +529 New Q1 2026 Apr 13, 2026
Axis Wealth Partners, LLC History New 528 202 0.11% 1137 +528 New Q1 2026 Apr 24, 2026
Maia Wealth LLC History Added to 527 202 0.03% 0.04% 1135 +8 1.54% Q1 2026 May 08, 2026
CRUX WEALTH ADVISORS History New 524 200 0.08% 1140 +524 New Q1 2026 Apr 24, 2026
Keystone Financial Group History New 523 200 0.01% 1139 +523 New Q1 2026 May 13, 2026
QTR Family Wealth, LLC History Reduced 444 200 0.08% 0.1% 1138 -96 -17.78% Q1 2026 Apr 15, 2026
HM PAYSON & CO History No change 520 199 0.0% 0.0% 1141 0 0.0% Q1 2026 Apr 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 518 198 0.14% 0.14% 1142 +54 11.64% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Reduced 515 197 0.01% 0.01% 1143 -531 -50.76% Q1 2026 May 15, 2026
High Point Wealth Management, LLC History Reduced 512 196 0.19% 0.31% 1144 -419 -45.01% Q1 2026 Apr 08, 2026
Capital Investment Advisory Services, LLC History Added to 511 195 0.01% 0.01% 1145 +30 6.24% Q1 2026 May 05, 2026
HighMark Wealth Management LLC History Added to 495 189 0.08% 0.02% 1146 +335 209.38% Q1 2026 May 05, 2026
HIGHLINE WEALTH PARTNERS LLC History New 483 185 0.05% 1147 +483 New Q1 2026 Apr 06, 2026
Financial Management Professionals, Inc. History Added to 477 182 0.02% 0.0% 1148 +364 322.12% Q1 2026 Apr 15, 2026
RMG Wealth Management LLC History No change 309 178 0.02% 0.02% 1149 0 0.0% Q1 2026 May 14, 2026
MONTAG A & ASSOCIATES INC History No change 456 174 0.01% 0.01% 1150 0 0.0% Q1 2026 Apr 29, 2026
Golden State Wealth Management, LLC History Added to 446 170 0.02% 0.01% 1151 +70 18.62% Q1 2026 Apr 28, 2026
Monetary Solutions, Ltd History No change 444 170 0.16% 0.16% 1152 0 0.0% Q1 2026 May 01, 2026
Fairway Wealth LLC History No change 440 168 0.04% 0.04% 1153 0 0.0% Q1 2026 Apr 23, 2026
Oakworth Capital, Inc. History No change 434 166 0.01% 0.01% 1154 0 0.0% Q1 2026 Apr 24, 2026
BAYBAN History No change 410 157 0.14% 0.13% 1155 0 0.0% Q1 2026 Apr 24, 2026
Cassaday & Co Wealth Management LLC History New 409 156 0.0% 1156 +409 New Q1 2026 May 07, 2026
Avalon Trust Co History Reduced 400 153 0.01% 0.01% 1157 -230 -36.51% Q1 2026 May 06, 2026
MidFirst Bank History No change 400 153 0.01% 0.01% 1158 0 0.0% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 378 144 0.01% 0.01% 1159 +72 23.53% Q1 2026 Apr 24, 2026
Pandora Wealth, Inc. History No change 400 144 0.09% 0.09% 1160 0 0.0% Q4 2025 Feb 04, 2026
Destiny Wealth Partners, LLC History New 367 140 0.02% 1161 +367 New Q1 2026 May 11, 2026
Transamerica Financial Advisors, LLC History Added to 362 138 0.01% 0.0% 1162 +306 546.43% Q1 2026 May 15, 2026
Cordgrass Capital Advisors, LLC History No change 350 134 0.03% 0.03% 1163 0 0.0% Q1 2026 May 07, 2026
FIRST HORIZON CORP History No change 343 131 0.01% 0.01% 1164 0 0.0% Q1 2026 Apr 30, 2026
Investment Research & Advisory Group, Inc. History Added to 336 128 0.04% 0.04% 1165 +31 10.16% Q1 2026 Apr 20, 2026
DEUTSCHE BANK AG\ History No change 330 126 0.0% 0.0% 1166 0 0.0% Q1 2026 May 06, 2026
Greykasell Wealth Strategies, Inc. History No change 328 125 0.05% 0.05% 1167 0 0.0% Q1 2026 May 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 317 121 0.05% 0.08% 1168 -312 -49.6% Q1 2026 Apr 14, 2026
Goodman Advisory Group, LLC History Added to 318 121 0.03% 0.03% 1169 +23 7.8% Q1 2026 Apr 22, 2026
Fairscale Capital, LLC History No change 311 119 0.08% 0.07% 1170 0 0.0% Q1 2026 May 11, 2026
Global Trust Asset Management, LLC History Reduced 310 118 0.05% 0.05% 1171 -45 -12.68% Q1 2026 Apr 23, 2026
Powell Investment Advisors, LLC History Added to 306 117 0.04% 0.03% 1172 +63 25.93% Q1 2026 Apr 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 305 116 0.03% 0.04% 1173 -60 -16.44% Q1 2026 Apr 29, 2026
Hilton Head Capital Partners, LLC History Reduced 290 111 0.06% 0.06% 1174 -8 -2.68% Q1 2026 Apr 20, 2026
Advocate Investing Services LLC History No change 280 107 0.09% 0.09% 1175 0 0.0% Q1 2026 Apr 22, 2026
GPS Wealth Strategies Group, LLC History No change 295 106 0.09% 0.09% 1176 0 0.0% Q4 2025 Feb 06, 2026
Battery Global Advisors, LLC History No change 273 104 0.06% 0.05% 1177 0 0.0% Q1 2026 May 14, 2026
First Command Advisory Services, Inc. History No change 273 104 0.0% 0.0% 1178 0 0.0% Q1 2026 May 07, 2026
Front Row Advisors LLC History No change 273 104 0.04% 0.03% 1179 0 0.0% Q1 2026 May 19, 2026
Reyes Financial Architecture, Inc. History Added to 264 101 0.08% 0.05% 1180 +43 19.46% Q1 2026 May 11, 2026
Blue Trust, Inc. History Reduced 260 99 0.0% 0.0% 1181 -70 -21.21% Q1 2026 Apr 20, 2026
Rossmore Private Capital History New 254 97 0.01% 1182 +254 New Q1 2026 May 01, 2026
REAP Financial Group, LLC History No change 251 96 0.02% 0.02% 1183 0 0.0% Q1 2026 May 11, 2026
Kiker Wealth Management, LLC History New 250 95 0.05% 1185 +250 New Q1 2026 May 06, 2026
Robinswood Financial LLC History Reduced 248 95 0.03% 0.03% 1184 -20 -7.46% Q1 2026 Jul 13, 2026
Kilter Group LLC History No change 246 94 0.04% 0.04% 1186 0 0.0% Q1 2026 May 14, 2026
Archer Investment Corp History Reduced 237 90 0.02% 0.02% 1187 -2 -0.84% Q1 2026 May 04, 2026
SWAN Capital LLC History Added to 237 90 0.03% 0.03% 1188 +1 0.42% Q1 2026 May 14, 2026
EPG Wealth Management LLC History No change 232 88 0.02% 0.02% 1189 0 0.0% Q1 2026 May 07, 2026
Cypress Capital Management LLC (WY) History No change 227 87 0.08% 0.08% 1190 0 0.0% Q1 2026 May 08, 2026
Hughes Financial Services, LLC History No change 228 87 0.01% 0.01% 1191 0 0.0% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History Added to 225 86 0.0% 0.0% 1192 +25 12.5% Q1 2026 May 11, 2026
Noble Wealth Management PBC History No change 220 84 0.04% 0.04% 1193 0 0.0% Q1 2026 Apr 02, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 218 83 0.01% 1194 +218 New Q1 2026 May 15, 2026
Signature Resources Capital Management, LLC History Reduced 213 81 0.04% 0.06% 1195 -129 -37.72% Q1 2026 May 01, 2026
Davis Capital Management History No change 207 79 0.05% 0.05% 1196 0 0.0% Q1 2026 Apr 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 222 79 0.02% 0.02% 1197 0 0.0% Q4 2025 Feb 05, 2026
Wall Street Financial Group, Inc. History New 206 78 0.05% 1199 +206 New Q1 2026 May 05, 2026
CENTRAL TRUST Co History Added to 205 78 0.0% 0.0% 1198 +85 70.83% Q1 2026 Apr 17, 2026
Addison Advisors LLC History No change 200 76 0.02% 0.02% 1200 0 0.0% Q1 2026 May 08, 2026
Centennial Bank/AR/ History No change 200 76 0.03% 0.03% 1201 0 0.0% Q1 2026 May 06, 2026
LOM Asset Management Ltd History No change 200 76 0.02% 0.02% 1202 0 0.0% Q1 2026 May 05, 2026
Rossby Financial, LCC History Added to 191 74 0.02% 0.01% 1204 +139 267.31% Q1 2026 May 11, 2026
BESSEMER GROUP INC History Reduced 194 74 0.0% 0.0% 1203 -99 -33.79% Q1 2026 May 06, 2026
Harbor Asset Planning, Inc. History No change 194 74 0.06% 0.06% 1205 0 0.0% Q1 2026 Apr 22, 2026
Opal Wealth Advisors, LLC History New 192 73 0.02% 1206 +192 New Q1 2026 Apr 14, 2026
Ameliora Wealth Management Ltd. History New 190 72 0.02% 1208 +190 New Q1 2026 Apr 23, 2026
FEDERATED HERMES, INC. History New 188 72 0.0% 1207 +188 New Q1 2026 May 11, 2026
Key Capital Management, INC History New 186 71 0.05% 1210 +186 New Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History No change 186 71 0.0% 0.0% 1209 0 0.0% Q1 2026 Apr 30, 2026
Breakwater Investment Management History No change 185 70 0.03% 0.02% 1211 0 0.0% Q1 2026 May 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 180 69 0.0% 0.0% 1212 0 0.0% Q1 2026 May 07, 2026
SALEM INVESTMENT COUNSELORS INC History New 175 67 0.0% 1213 +175 New Q1 2026 Apr 29, 2026
Anfield Capital Management, LLC History No change 173 66 0.02% 0.02% 1214 0 0.0% Q1 2026 May 12, 2026
CNB Bank History New 172 65 0.03% 1215 +172 New Q1 2026 May 06, 2026
SouthState Bank Corp History No change 161 61 0.0% 0.0% 1216 0 0.0% Q1 2026 May 05, 2026
Vanguard National Trust Co History New 158 60 0.0% 1217 +158 New Q1 2026 May 08, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 149 57 0.0% 0.0% 1218 -2 -1.32% Q1 2026 Apr 17, 2026
BROWN, LISLE/CUMMINGS, INC. History New 140 53 0.01% 1220 +140 New Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History Reduced 140 53 0.0% 0.01% 1219 -20 -12.5% Q1 2026 Apr 08, 2026
True Link Financial Advisors, LLC History New 136 52 0.0% 1223 +136 New Q1 2026 Apr 29, 2026
Nemes Rush Group LLC History Added to 136 52 0.0% 0.0% 1222 +4 3.03% Q1 2026 Apr 21, 2026
Hartford Financial Management Inc. History No change 137 52 0.01% 0.01% 1221 0 0.0% Q1 2026 Apr 15, 2026
Bogart Wealth, LLC History Added to 133 51 0.0% 0.0% 1224 +1 0.76% Q1 2026 Apr 28, 2026
PETERSON WEALTH MANAGEMENT History New 130 49 0.03% 1227 +130 New Q1 2026 May 15, 2026
Integrity Financial Corp /WA History New 129 49 0.02% 1228 +129 New Q1 2026 May 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 129 49 0.01% 0.01% 1226 -57 -30.65% Q1 2026 May 06, 2026
Private Wealth Asset Management, LLC History No change 130 49 0.01% 0.01% 1225 0 0.0% Q1 2026 May 06, 2026
Smithfield Trust Co History No change 125 48 0.0% 0.0% 1229 0 0.0% Q1 2026 May 08, 2026
HAZLETT, BURT & WATSON, INC. History No change 114 45 0.01% 0.01% 1230 0 0.0% Q1 2026 May 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 116 44 0.01% 1232 +116 New Q1 2026 May 15, 2026
Dunhill Financial, LLC History Added to 116 44 0.01% 0.01% 1231 +4 3.57% Q1 2026 May 06, 2026
Silicon Valley Capital Partners History No change 113 43 0.0% 0.0% 1233 0 0.0% Q1 2026 May 19, 2026
TD Capital Management LLC History No change 110 42 0.0% 0.0% 1234 0 0.0% Q1 2026 May 11, 2026
GAMMA Investing LLC History No change 108 41 0.0% 0.0% 1235 0 0.0% Q1 2026 Apr 06, 2026
Forum Finance Group S.A. History New 125 40 0.02% 1236 +125 New Q1 2026 May 07, 2026
Avion Wealth History Reduced 102 39 0.01% 0.05% 1238 -598 -85.43% Q1 2026 May 01, 2026
OBSIDIAN CIO, LLC History Added to 104 39 0.03% 0.03% 1239 +46 79.31% Q1 2026 May 11, 2026
CX Institutional History No change 101 39 0.0% 0.0% 1237 0 0.0% Q1 2026 Apr 06, 2026
Evelyn Partners Asset Management Ltd History No change 104 39 0.01% 0.01% 1240 0 0.0% Q1 2026 May 15, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 100 38 0.0% 0.0% 1241 -100 -50.0% Q1 2026 May 04, 2026
Colonial Trust Advisors History New 100 38 0.0% 1242 +100 New Q1 2026 May 12, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History New 100 38 0.01% 1245 +100 New Q1 2026 May 15, 2026
Manchester Capital Management LLC History New 100 38 0.01% 1246 +100 New Q1 2026 May 11, 2026
Intesa Sanpaolo Wealth Management History New 100 38 0.01% 1247 +100 New Q1 2026 May 15, 2026
Hilltop National Bank History Reduced 100 38 0.01% 0.01% 1243 -50 -33.33% Q1 2026 Apr 02, 2026
Clark Wealth Partners History No change 101 38 0.03% 0.02% 1244 0 0.0% Q1 2026 May 11, 2026
Go Invest LLC History Added to 99 37 0.01% 0.01% 1248 +8 8.79% Q1 2026 Aug 05, 2026
NBT BANK N A /NY History Reduced 95 36 0.0% 0.0% 1249 -265 -73.61% Q1 2026 Apr 28, 2026
JFS WEALTH ADVISORS, LLC History No change 95 36 0.0% 0.0% 1250 0 0.0% Q1 2026 Apr 20, 2026
Physician Wealth Advisors, Inc. History No change 94 36 0.01% 0.0% 1251 0 0.0% Q1 2026 Apr 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 90 34 0.0% 0.0% 1252 0 0.0% Q1 2026 Apr 15, 2026
Central Pacific Bank - Trust Division History No change 90 34 0.0% 0.0% 1253 0 0.0% Q1 2026 Apr 07, 2026
Napier Financial, LLC History New 87 33 0.01% 1254 +87 New Q1 2026 May 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 85 32 0.0% 0.0% 1255 -99 -53.8% Q1 2026 Apr 23, 2026
Realta Investment Advisors History No change 83 31 0.01% 0.01% 1256 0 0.0% Q1 2026 Apr 22, 2026
Rosenberg Matthew Hamilton History No change 79 30 0.01% 0.01% 1257 0 0.0% Q1 2026 Apr 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 77 29 0.01% 0.01% 1258 0 0.0% Q1 2026 Apr 15, 2026
Crewe Advisors LLC History Reduced 75 28 0.0% 0.0% 1261 -5 -6.25% Q1 2026 May 07, 2026
FAS Wealth Partners, Inc. History No change 75 28 0.0% 0.0% 1259 0 0.0% Q1 2026 Jun 09, 2026
Jackson, Grant Investment Advisers, Inc. History No change 73 28 0.01% 0.01% 1260 0 0.0% Q1 2026 May 08, 2026
Running Point Capital Advisors, LLC History No change 80 28 0.01% 0.01% 1262 0 0.0% Q4 2025 Feb 17, 2026
Decker Retirement Planning Inc. History No change 75 28 0.01% 0.01% 1263 0 0.0% Q1 2026 Apr 20, 2026
Roxbury Financial LLC History No change 73 27 0.02% 0.02% 1264 0 0.0% Q1 2026 Apr 17, 2026
PlanVest Financial, Inc History New 69 26 0.02% 1266 +69 New Q1 2026 May 14, 2026
Plante Moran Financial Advisors, LLC History New 68 26 0.0% 1265 +68 New Q1 2026 May 05, 2026
Strengthening Families & Communities, LLC History Reduced 66 25 0.01% 0.24% 1267 -1,790 -96.44% Q1 2026 May 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 65 24 0.01% 1270 +65 New Q1 2026 May 08, 2026
Frazier Financial Advisors, LLC History No change 64 24 0.01% 0.01% 1268 0 0.0% Q1 2026 May 05, 2026
Ares Financial Consulting, LLC History No change 62 24 0.02% 0.02% 1269 0 0.0% Q1 2026 Apr 02, 2026
GoalVest Advisory LLC History New 60 23 0.0% 1274 +60 New Q1 2026 Apr 13, 2026
BARRETT & COMPANY, INC. History No change 60 23 0.01% 0.01% 1271 0 0.0% Q1 2026 May 04, 2026
AMERICAN NATIONAL BANK & TRUST History No change 62 23 0.0% 0.0% 1272 0 0.0% Q1 2026 Apr 23, 2026
Quest 10 Wealth Builders, Inc. History No change 60 23 0.02% 0.02% 1273 0 0.0% Q1 2026 May 06, 2026
Darwin Wealth Management, LLC History Reduced 59 22 0.01% 0.01% 1275 -14 -19.18% Q1 2026 May 01, 2026
Purpose Unlimited Inc. History No change 59 22 0.0% 0.0% 1276 0 0.0% Q1 2026 May 15, 2026
WealthShield Partners, LLC History Reduced 56 21 0.0% 0.01% 1277 -145 -72.14% Q1 2026 May 01, 2026
Center for Financial Planning, Inc. History No change 56 21 0.0% 0.0% 1278 0 0.0% Q1 2026 May 04, 2026
Mosley Wealth Management History New 62 20 0.01% 1279 +62 New Q1 2026 Apr 27, 2026
Hickory Point Bank & Trust History New 53 20 0.01% 1280 +53 New Q1 2026 Apr 03, 2026
Strategic Investment Solutions, Inc. /IL History New 50 19 0.0% 1284 +50 New Q1 2026 May 01, 2026
JNBA Financial Advisors History No change 51 19 0.0% 0.0% 1281 0 0.0% Q1 2026 Apr 22, 2026
Sound Income Strategies, LLC History No change 49 19 0.0% 0.0% 1282 0 0.0% Q1 2026 Apr 27, 2026
BankPlus Trust Department History No change 52 19 0.01% 0.0% 1283 0 0.0% Q1 2026 May 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 48 18 0.0% 0.0% 1285 0 0.0% Q1 2026 Apr 16, 2026
TRUST CO OF VERMONT History No change 49 17 0.0% 0.0% 1286 0 0.0% Q4 2025 Jan 16, 2026
Westfuller Advisors, LLC History No change 44 16 0.01% 0.01% 1287 0 0.0% Q1 2026 Apr 28, 2026
Bulwark Capital Corp History No change 43 16 0.01% 0.01% 1288 0 0.0% Q1 2026 Apr 07, 2026
High Note Wealth, LLC History New 40 15 0.0% 1289 +40 New Q1 2026 May 11, 2026
Main Street Group, LTD History New 37 14 0.0% 1290 +37 New Q1 2026 May 06, 2026
Johnson Financial Group, Inc. History New 36 13 0.0% 1295 +36 New Q1 2026 May 07, 2026
YANKCOM Partnership History New 36 13 0.01% 1297 +36 New Q1 2026 Apr 20, 2026
Brooklands Fund Management Ltd History New 2 13 0.01% 1296 +2 New Q1 2026 May 14, 2026
WOLFF WIESE MAGANA LLC History No change 34 13 0.01% 0.01% 1291 0 0.0% Q1 2026 Apr 13, 2026
Aspect Partners, LLC History No change 36 13 0.01% 0.01% 1292 0 0.0% Q1 2026 Apr 02, 2026
Gen-Wealth Partners Inc History No change 34 13 0.0% 0.0% 1293 0 0.0% Q1 2026 May 08, 2026
Wealth Enhancement Trust Services, Inc. History No change 36 13 0.0% 0.0% 1294 0 0.0% Q1 2026 Apr 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 32 12 0.0% 1300 +32 New Q1 2026 Apr 14, 2026
TOMPKINS FINANCIAL CORP History No change 33 12 0.0% 0.0% 1298 0 0.0% Q1 2026 Apr 09, 2026
Cornerstone National Bank & Trust Co History No change 32 12 0.0% 0.0% 1299 0 0.0% Q1 2026 Apr 14, 2026
Olistico Wealth, LLC History Reduced 31 11 0.01% 0.02% 1301 -90 -74.38% Q1 2026 Apr 08, 2026
Aventura Private Wealth, LLC History New 30 11 0.0% 1303 +30 New Q1 2026 May 05, 2026
New England Capital Financial Advisors LLC History No change 29 11 0.0% 0.0% 1302 0 0.0% Q1 2026 Apr 27, 2026
GHP Investment Advisors, Inc. History New 27 10 0.0% 1307 +27 New Q1 2026 Apr 21, 2026
Strategic Advocates LLC History New 27 10 0.04% 1308 +27 New Q1 2026 May 15, 2026
ST GERMAIN D J CO INC History No change 27 10 0.0% 0.0% 1304 0 0.0% Q1 2026 Apr 13, 2026
Glass Jacobson Investment Advisors llc History No change 28 10 0.0% 0.0% 1305 0 0.0% Q1 2026 Apr 23, 2026
GGM Financial LLC History No change 27 10 0.0% 0.0% 1306 0 0.0% Q1 2026 May 11, 2026
IFG Advisory, LLC History Reduced 25 9 0.03% 0.15% 1311 -9,588 -99.74% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History New 25 9 0.0% 1315 +25 New Q1 2026 May 07, 2026
Colonial Trust Co / SC History New 25 9 0.0% 1316 +25 New Q1 2026 May 12, 2026
LGT Financial Advisors LLC History New 24 9 0.05% 1317 +24 New Q1 2026 Apr 28, 2026
MCF Advisors LLC History Added to 24 9 0.0% 0.0% 1310 +4 20.0% Q1 2026 May 11, 2026
WHITTIER TRUST CO History No change 25 9 0.0% 0.0% 1309 0 0.0% Q1 2026 Apr 28, 2026
MTM Investment Management, LLC History No change 24 9 0.0% 0.0% 1312 0 0.0% Q1 2026 May 06, 2026
City State Bank History No change 25 9 0.0% 0.0% 1313 0 0.0% Q1 2026 Apr 20, 2026
Keystone Financial Group, Inc. History No change 25 9 0.0% 0.0% 1314 0 0.0% Q1 2026 Apr 21, 2026
FIRST COMMUNITY TRUST NA History New 23 8 0.01% 1319 +23 New Q1 2026 Apr 16, 2026
Motiv8 Investments LLC History No change 23 8 0.0% 0.0% 1318 0 0.0% Q4 2025 Feb 13, 2026
ALBION FINANCIAL GROUP /UT History No change 20 7 0.0% 0.0% 1320 0 0.0% Q1 2026 Apr 27, 2026
Scarborough Advisors, LLC History No change 20 7 0.0% 0.0% 1321 0 0.0% Q1 2026 May 07, 2026
CVA Family Office, LLC History New 18 6 0.0% 1323 +18 New Q1 2026 Apr 29, 2026
EASTERN BANK History New 16 6 0.0% 1322 +16 New Q1 2026 Apr 07, 2026
N.E.W. Advisory Services LLC History No change 15 5 0.0% 0.0% 1324 0 0.0% Q1 2026 May 04, 2026
Gould Capital, LLC History No change 15 5 0.0% 0.0% 1325 0 0.0% Q1 2026 May 15, 2026
Medallion Wealth Advisors, LLC History No change 14 5 0.0% 0.0% 1326 0 0.0% Q1 2026 Apr 24, 2026
Parkside Financial Bank & Trust History New 12 4 0.0% 1333 +12 New Q1 2026 May 13, 2026
Cornerstone Planning Group LLC History New 8 4 0.0% 1334 +8 New Q1 2026 May 06, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 11 4 0.0% 0.0% 1331 +5 83.33% Q1 2026 Apr 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 11 4 0.0% 0.0% 1327 0 0.0% Q1 2026 Apr 14, 2026
Collier Financial History No change 11 4 0.0% 0.0% 1328 0 0.0% Q1 2026 May 11, 2026
Smallwood Wealth Investment Management, LLC History No change 13 4 0.0% 0.0% 1329 0 0.0% Q1 2026 Apr 22, 2026
Lodestone Wealth Management LLC History No change 12 4 0.0% 0.0% 1330 0 0.0% Q1 2026 May 01, 2026
Essential Partners LLC History No change 11 4 0.0% 0.0% 1332 0 0.0% Q1 2026 May 21, 2026
Tower Research Capital LLC (TRC) History Reduced 10 3 0.0% 0.2% 1337 -23,221 -99.96% Q1 2026 May 15, 2026
Fairman Group, LLC History New 10 3 0.0% 1342 +10 New Q1 2026 Apr 23, 2026
BALLAST ADVISORS LLC History New 8 3 0.0% 1341 +8 New Q1 2026 Jun 23, 2026
PITTENGER & ANDERSON INC History No change 10 3 0.0% 0.0% 1335 0 0.0% Q1 2026 May 01, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 3 0.0% 0.0% 1336 0 0.0% Q1 2026 May 12, 2026
FINANCIAL CONSULATE, INC History No change 8 3 0.0% 0.0% 1338 0 0.0% Q1 2026 Apr 21, 2026
Cherry Tree Wealth Management, LLC History No change 10 3 0.0% 0.0% 1339 0 0.0% Q1 2026 May 05, 2026
VSM Wealth Advisory, LLC History No change 8 3 0.0% 0.0% 1340 0 0.0% Q1 2026 May 05, 2026
HANTZ FINANCIAL SERVICES, INC. History New 6 2 0.0% 1343 +6 New Q1 2026 May 01, 2026
Graney & King, LLC History New 6 2 0.0% 1344 +6 New Q1 2026 May 18, 2026
Park Place Capital Corp History New 5 1 0.0% 1353 +5 New Q1 2026 Apr 09, 2026
Leo H. Evart, Inc. History New 4 1 0.0% 1352 +4 New Q1 2026 May 13, 2026
GILL CAPITAL PARTNERS, LLC History New 3 1 0.0% 1349 +3 New Q1 2026 Apr 13, 2026
VANGUARD ADVISERS INC History New 3 1 0.0% 1350 +3 New Q1 2026 May 08, 2026
Optiver Holding B.V. History New 3 1 0.0% 1351 +3 New Q1 2026 Jun 02, 2026
Elevated Capital Advisors, LLC History Reduced 4 1 0.0% 0.0% 1346 -1 -20.0% Q1 2026 Apr 30, 2026
POM Investment Strategies, LLC History Added to 3 1 0.0% 1347 +1 50.0% Q1 2026 May 11, 2026
Horrell Capital Management, Inc. History No change 5 1 0.0% 0.0% 1345 0 0.0% Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History No change 3 1 0.0% 0.0% 1348 0 0.0% Q1 2026 Apr 15, 2026
PointState Capital LP History Closed out 0 0 7.32% -1,380,000 -100.0% Q1 2026 May 15, 2026
OAKTREE CAPITAL MANAGEMENT LP History Closed out 0 0 4.43% -865,000 -100.0% Q1 2026 May 20, 2026
ADAPT Investment Managers SA History Closed out 0 0 0.29% -109,241 -100.0% Q1 2026 May 15, 2026
MIRAE ASSET SECURITIES (USA) INC. History Closed out 0 0 0.99% -100,828 -100.0% Q1 2026 Apr 29, 2026
Gemsstock Ltd. History Closed out 0 0 4.53% -99,800 -100.0% Q1 2026 May 14, 2026
Dai-ichi Life Insurance Company, Ltd History Closed out 0 0 0.87% -94,112 -100.0% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.1% -90,747 -100.0% Q1 2026 May 14, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 0.35% -76,500 -100.0% Q1 2026 May 15, 2026
Main Management ETF Advisors, LLC History Closed out 0 0 0.87% -67,846 -100.0% Q1 2026 May 14, 2026
ARP Global Capital Ltd History Closed out 0 0 3.09% -28,452 -100.0% Q1 2026 May 14, 2026
LMR Partners LLP History Reduced 1 0 0.02% -25,217 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.08% -21,945 -100.0% Q1 2026 May 15, 2026
DRW Securities, LLC History Closed out 0 0 0.21% -21,800 -100.0% Q1 2026 May 13, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.17% -13,258 -100.0% Q1 2026 May 01, 2026
VMS Asset Management Limited History Closed out 0 0 1.75% -12,625 -100.0% Q1 2026 May 13, 2026
Headlands Technologies LLC History Closed out 0 0 0.36% -12,123 -100.0% Q1 2026 May 13, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.38% -8,000 -100.0% Q1 2026 Apr 30, 2026
Ulysses Management LLC History Closed out 0 0 0.5% -7,500 -100.0% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -5,711 -100.0% Q1 2026 May 15, 2026
BTG Pactual Asset Management US LLC History Closed out 0 0 0.18% -5,000 -100.0% Q1 2026 May 14, 2026
Bulltick Wealth Management, LLC History Closed out 0 0 0.34% -4,427 -100.0% Q1 2026 Apr 27, 2026
Teucrium Investment Advisors, LLC History Closed out 0 0 1.75% -4,417 -100.0% Q1 2026 May 15, 2026
Moran Wealth Management, LLC History Closed out 0 0 0.04% -3,498 -100.0% Q1 2026 Apr 27, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Closed out 0 0 0.57% -3,480 -100.0% Q1 2026 Apr 16, 2026
Berkshire Money Management, Inc. History Closed out 0 0 0.11% -3,347 -100.0% Q1 2026 Apr 21, 2026
Hamilton Wealth, LLC History Closed out 0 0 0.21% -3,004 -100.0% Q1 2026 Jun 25, 2026
VISTA INVESTMENT PARTNERS LLC History Closed out 0 0 0.28% -3,000 -100.0% Q1 2026 Apr 09, 2026
FSA WEALTH PARTNERS, INC. History Closed out 0 0 0.34% -2,651 -100.0% Q1 2026 Apr 27, 2026
DELTEC ASSET MANAGEMENT LLC History Closed out 0 0 0.15% -2,500 -100.0% Q1 2026 Apr 24, 2026
Value Investment Professionals, LLC History Closed out 0 0 0.85% -2,255 -100.0% Q1 2026 Apr 27, 2026
Black Diamond Financial, LLC History Closed out 0 0 0.08% -2,200 -100.0% Q1 2026 May 05, 2026
CenterStar Asset Management, LLC History Closed out 0 0 0.22% -2,166 -100.0% Q1 2026 May 01, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.11% -2,129 -100.0% Q1 2026 May 15, 2026
GK Wealth Management LLC History Closed out 0 0 0.45% -1,870 -100.0% Q1 2026 Apr 07, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.15% -1,700 -100.0% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -1,628 -100.0% Q1 2026 Apr 29, 2026
Orgel Wealth Management, LLC History Closed out 0 0 0.01% -1,509 -100.0% Q1 2026 Apr 07, 2026
Koenig Investment Advisory, LLC History Closed out 0 0 0.45% -1,339 -100.0% Q1 2026 Apr 16, 2026
Elevate Capital Advisors, LLC History Closed out 0 0 0.28% -1,159 -100.0% Q1 2026 Apr 23, 2026
BENJAMIN EDWARDS INC History Closed out 0 0 0.0% -1,072 -100.0% Q1 2026 May 12, 2026
Tradewinds, LLC. History Closed out 0 0 0.08% -991 -100.0% Q1 2026 May 04, 2026
Legacy PCG, LLC History Closed out 0 0 0.2% -904 -100.0% Q1 2026 May 15, 2026
Americana Partners, LLC History Closed out 0 0 0.01% -892 -100.0% Q1 2026 May 12, 2026
Teamwork Financial Advisors, LLC History Closed out 0 0 0.03% -882 -100.0% Q1 2026 Apr 09, 2026
Soundwatch Capital LLC History Closed out 0 0 0.05% -876 -100.0% Q1 2026 May 05, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.02% -874 -100.0% Q1 2026 May 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.0% -844 -100.0% Q1 2026 May 01, 2026
Shelter Rock Management, LLC History Closed out 0 0 0.27% -752 -100.0% Q1 2026 Apr 10, 2026
Man Group plc History Closed out 0 0 0.0% -750 -100.0% Q1 2026 May 15, 2026
Redwood Family Wealth LLC History Closed out 0 0 0.27% -750 -100.0% Q1 2026 May 13, 2026
DLD Asset Management, LP History Closed out 0 0 0.02% -723 -100.0% Q1 2026 May 13, 2026
Pacific Park Financial, Inc. History Closed out 0 0 0.16% -712 -100.0% Q1 2026 Apr 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -708 -100.0% Q1 2026 May 12, 2026
EVOKE WEALTH, LLC History Closed out 0 0 0.0% -701 -100.0% Q1 2026 May 14, 2026
Farnam Financial LLC History Closed out 0 0 0.19% -700 -100.0% Q1 2026 Apr 27, 2026
CAPITAL ADVISORS INC/OK History Closed out 0 0 0.0% -688 -100.0% Q1 2026 Apr 27, 2026
Atom Investors LP History Closed out 0 0 0.02% -663 -100.0% Q1 2026 May 15, 2026
CLG LLC History Closed out 0 0 0.06% -649 -100.0% Q1 2026 May 14, 2026
Lantern Wealth Advisors, LLC History Closed out 0 0 0.12% -642 -100.0% Q1 2026 May 13, 2026
Moment Partners, LLC History Closed out 0 0 0.05% -610 -100.0% Q1 2026 May 04, 2026
Eagle Bay Advisors LLC History Closed out 0 0 0.16% -597 -100.0% Q1 2026 Apr 24, 2026
WealthPlan Investment Management, LLC History Closed out 0 0 0.01% -588 -100.0% Q1 2026 Apr 29, 2026
eCIO, Inc. History Closed out 0 0 0.1% -584 -100.0% Q1 2026 Apr 14, 2026
Client First Investment Management LLC History Closed out 0 0 0.11% -580 -100.0% Q1 2026 Apr 10, 2026
GR FINANCIAL GROUP, LLC History Closed out 0 0 0.05% -562 -100.0% Q1 2026 May 11, 2026
Modus Advisors, LLC History Closed out 0 0 0.04% -460 -100.0% Q1 2026 May 04, 2026
Friedenthal Financial History Closed out 0 0 0.08% -414 -100.0% Q1 2026 Apr 20, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.01% -400 -100.0% Q1 2026 May 01, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.04% -337 -100.0% Q1 2026 May 15, 2026
Garner Asset Management Corp History Closed out 0 0 0.04% -322 -100.0% Q1 2026 Apr 28, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.06% -302 -100.0% Q1 2026 May 11, 2026
Quattro Advisors LLC History Closed out 0 0 0.06% -211 -100.0% Q1 2026 May 14, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.06% -168 -100.0% Q1 2026 May 14, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -111 -100.0% Q1 2026 May 15, 2026
INVESTMENT COUNSEL CO OF NEVADA History Closed out 0 0 0.08% -98 -100.0% Q1 2026 May 15, 2026
Luminist Capital LLC History Closed out 0 0 0.04% -89 -100.0% Q1 2026 Apr 24, 2026
WealthCollab, LLC History Closed out 0 0 0.01% -77 -100.0% Q1 2026 May 13, 2026
Caitlin John, LLC History Reduced 1 0 0.02% -65 -98.48% Q1 2026 May 13, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.02% -58 -100.0% Q1 2026 Apr 16, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -49 -100.0% Q1 2026 May 12, 2026
DecisionPoint Financial, LLC History Closed out 0 0 0.0% -38 -100.0% Q1 2026 May 06, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 0.0% -36 -100.0% Q1 2026 Apr 13, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.01% -36 -100.0% Q1 2026 May 04, 2026
SageView Advisory Group, LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 Aug 10, 2026
MASECO LLP History Closed out 0 0 0.0% -23 -100.0% Q1 2026 Apr 21, 2026
SJS Investment Consulting Inc. History Closed out 0 0 0.0% -14 -100.0% Q1 2026 Apr 23, 2026
ATWOOD & PALMER INC History Reduced 1 0 0.0% -3 -75.0% Q1 2026 Apr 15, 2026
Steigerwald, Gordon & Koch Inc. History New 2 0 +2 New Q1 2026 Apr 28, 2026
Quent Capital, LLC History New 2 0 +2 New Q1 2026 Apr 28, 2026
Sunrise Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Gold Investment Management Ltd. History No change 2 0 0 0.0% Q1 2026 Apr 22, 2026
Bernard Wealth Management Corp. History No change 2 0 0 0.0% Q1 2026 May 14, 2026