SPDR SERIES TRUST - SPMD

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
Creative Planning History Added to 96,641,159 5,723,089 3.88% 3.84% 1 +3,972,550 4.29% Q1 2026 May 12, 2026
Betterment LLC History Reduced 20,199,297 1,196,202 2.27% 2.33% 2 -951,864 -4.5% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 12,852,544 761,127 0.2% 0.2% 3 +8,072 0.06% Q1 2026 May 06, 2026
Valmark Advisers, Inc. History Added to 7,215,287 427,289 5.08% 5.03% 4 +173,551 2.46% Q1 2026 May 01, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,147,870 245,636 0.07% 0.05% 5 +1,283,214 44.79% Q1 2026 May 04, 2026
UBS Group AG History Added to 3,838,500 227,315 0.03% 0.01% 6 +2,379,080 163.02% Q1 2026 May 05, 2026
MORGAN STANLEY History Reduced 3,797,715 224,900 0.01% 0.03% 7 -6,026,540 -61.34% Q1 2026 May 15, 2026
AlTi Global, Inc. History Reduced 2,823,459 167,205 3.64% 3.71% 8 -162,085 -5.43% Q1 2026 May 07, 2026
Facet Wealth, Inc. History Added to 2,584,146 153,033 2.65% 2.71% 9 +68,544 2.72% Q1 2026 May 07, 2026
CWM, LLC History Reduced 2,263,455 134,041 0.35% 0.56% 10 -1,327,276 -36.96% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Reduced 1,996,959 118,259 0.13% 0.13% 11 -18,719 -0.93% Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,948,480 115,388 0.07% 0.07% 12 -10,637 -0.54% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,931,806 114,401 0.01% 0.01% 13 -22,986 -1.18% Q1 2026 May 15, 2026
First Command Advisory Services, Inc. History Added to 1,827,743 108,238 0.73% 0.64% 14 +237,165 14.91% Q1 2026 May 07, 2026
MASON STREET ADVISORS, LLC History Reduced 1,561,969 92,499 9.04% 9.04% 15 -25,421 -1.6% Q1 2026 May 06, 2026
WELLS FARGO & COMPANY/MN History Added to 1,444,297 85,531 0.02% 0.01% 16 +235,960 19.53% Q1 2026 May 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,434,068 84,853 0.52% 0.45% 17 +157,584 12.35% Q1 2026 May 15, 2026
Hancock Prospecting Pty Ltd History No change 1,410,470 83,528 2.51% 2.51% 18 0 0.0% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 1,351,739 80,051 0.12% 0.13% 19 -179,068 -11.7% Q1 2026 May 15, 2026
Auto-Owners Insurance Co History No change 1,330,000 78,722 1.65% 1.62% 20 0 0.0% Q1 2026 Apr 10, 2026
Hills Bank & Trust Co History Added to 1,293,637 76,609 3.7% 4.31% 21 +14,912 1.17% Q1 2026 May 01, 2026
Wealthcare Advisory Partners LLC History Added to 1,182,205 70,010 1.36% 1.27% 22 +67,952 6.1% Q1 2026 Apr 14, 2026
Cornerstone Wealth Management, LLC History Added to 1,116,124 66,096 3.31% 3.36% 23 +1,086 0.1% Q1 2026 Apr 23, 2026
Koss-Olinger Consulting, LLC History Added to 1,063,343 62,971 5.28% 3.97% 24 +178,947 20.23% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,048,799 62,109 0.02% 0.01% 25 +544,839 108.11% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 921,272 54,557 0.01% 0.01% 26 +14,809 1.63% Q1 2026 May 15, 2026
VICUS CAPITAL History Added to 916,169 54,255 3.99% 3.83% 27 +35,567 4.04% Q1 2026 Apr 22, 2026
GREENLEAF TRUST History Added to 901,608 53,393 0.52% 0.43% 28 +100,283 12.51% Q1 2026 Apr 27, 2026
ROYAL BANK OF CANADA History Added to 865,545 51,257 0.01% 0.01% 29 +70,796 8.91% Q1 2026 May 15, 2026
JNBA Financial Advisors History Reduced 851,280 50,412 4.2% 4.48% 30 -33,893 -3.83% Q1 2026 Apr 22, 2026
Private Advisor Group, LLC History Reduced 846,222 50,113 0.23% 0.24% 31 -26,262 -3.01% Q1 2026 Apr 24, 2026
BLAIR WILLIAM & CO/IL History Added to 838,805 49,674 0.14% 0.11% 32 +147,765 21.38% Q1 2026 May 08, 2026
BOKF, NA History Added to 825,398 48,880 0.75% 0.49% 33 +271,498 49.02% Q1 2026 May 08, 2026
HHM Wealth Advisors, LLC History Added to 814,372 48,227 5.55% 5.32% 34 +33,281 4.26% Q1 2026 Apr 17, 2026
AlphaStar Capital Management, LLC History Reduced 807,648 47,828 3.53% 4.02% 35 -137,786 -14.57% Q1 2026 Apr 15, 2026
Farther Finance Advisors, LLC History Added to 797,017 47,573 0.45% 0.42% 36 +127,447 19.03% Q1 2026 Apr 07, 2026
1900 WEALTH MANAGEMENT LLC History Added to 756,760 44,815 2.88% 2.76% 37 +13,055 1.76% Q1 2026 Apr 17, 2026
Composition Wealth, LLC History Added to 743,651 44,039 0.6% 0.52% 38 +112,595 17.84% Q1 2026 Apr 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 737,838 43,694 0.79% 0.76% 39 +55,822 8.18% Q1 2026 May 11, 2026
Peterson Wealth Advisors, LLC History Reduced 730,796 43,277 5.76% 5.68% 40 -4,750 -0.65% Q1 2026 Apr 09, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 717,188 42,471 7.26% 6.9% 41 +14,567 2.07% Q1 2026 May 04, 2026
RKL Wealth Management LLC History Reduced 679,439 40,236 3.62% 3.39% 42 -32,736 -4.6% Q1 2026 Apr 24, 2026
Impact Partnership Wealth, LLC History Added to 646,479 38,284 4.73% 4.76% 43 +5,200 0.81% Q1 2026 Apr 23, 2026
Equitable Holdings, Inc. History Added to 613,104 35,504 0.23% 0.21% 44 +87,106 16.56% Q1 2026 May 15, 2026
OARSMAN CAPITAL, INC. History Added to 590,328 34,959 4.34% 3.63% 45 +107,330 22.22% Q1 2026 Apr 27, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 570,200 33,767 0.03% 0.06% 46 -600,800 -51.31% Q1 2026 May 14, 2026
Atlas Private Wealth Advisors History Reduced 550,238 32,585 7.67% 7.45% 47 -216 -0.04% Q1 2026 Apr 23, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Reduced 521,398 30,877 1.14% 7.93% 48 -2,472,885 -82.59% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 508,210 30,096 0.0% 0.0% 49 +254,304 100.16% Q1 2026 May 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 499,427 29,601 0.94% 0.95% 50 +29,123 6.19% Q1 2026 May 06, 2026
Envestnet Portfolio Solutions, Inc. History Added to 477,927 28,302 0.16% 0.09% 51 +43,097 9.91% Q1 2026 Apr 29, 2026
TSG Advice Partners, LLC History Added to 476,138 28,196 4.22% 0.16% 52 +457,839 2501.99% Q1 2026 Apr 24, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 470,043 27,835 1.89% 1.82% 53 +18,297 4.05% Q1 2026 Apr 29, 2026
Corient Private Wealth LLC History Added to 480,568 27,805 0.04% 0.04% 54 +7,856 1.66% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 467,052 27,658 0.21% 0.19% 55 +51,578 12.41% Q1 2026 May 15, 2026
Financial Strategies Group, Inc. History Added to 429,850 27,450 4.59% 4.41% 56 +26,363 6.53% Q1 2026 May 08, 2026
MML INVESTORS SERVICES, LLC History Reduced 461,977 27,358 0.08% 0.07% 57 -33,190 -6.7% Q1 2026 May 04, 2026
Global Retirement Partners, LLC History No change 468,852 27,151 0.48% 0.48% 58 0 0.0% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 443,169 26,244 0.05% 0.05% 59 +16,732 3.92% Q1 2026 May 06, 2026
ST GERMAIN D J CO INC History Reduced 422,062 24,994 0.99% 1.0% 60 -21,759 -4.9% Q1 2026 Apr 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 510,122 24,603 0.05% 0.04% 61 +46,290 9.98% Q1 2026 Apr 08, 2026
FIRST NATIONAL TRUST CO History Reduced 406,826 24,092 0.82% 0.79% 62 -2,005 -0.49% Q1 2026 May 07, 2026
Penserra Capital Management LLC History Added to 406,468 24,071 0.28% 0.19% 63 +129,169 46.58% Q1 2026 May 11, 2026
Integrity Advisory Solutions, LLC History Added to 404,179 23,935 3.16% 3.3% 64 +8,035 2.03% Q1 2026 May 11, 2026
Dakota Wealth Management History Added to 402,793 23,853 0.52% 0.37% 65 +45,919 12.87% Q1 2026 May 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 400,690 23,729 0.05% 0.07% 66 -262,762 -39.61% Q1 2026 May 01, 2026
SUN LIFE FINANCIAL INC History New 398,410 23,582 1.34% — 67 +398,410 New Q1 2026 May 14, 2026
Cerity Partners LLC History Added to 387,471 22,946 0.03% 0.01% 68 +243,175 168.53% Q1 2026 May 15, 2026
OneAscent Financial Services LLC History New 386,070 22,863 1.24% — 69 +386,070 New Q1 2026 Apr 21, 2026
Rockefeller Capital Management L.P. History Added to 384,005 22,740 0.04% 0.04% 70 +40,275 11.72% Q1 2026 May 14, 2026
Ellenbecker Investment Group History Added to 381,732 22,606 3.04% 2.81% 71 +34,412 9.91% Q1 2026 Apr 23, 2026
Octavia Wealth Advisors, LLC History Added to 364,922 21,610 2.07% 1.06% 72 +172,496 89.64% Q1 2026 Apr 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 363,390 21,519 0.01% 0.01% 73 +176,791 94.74% Q1 2026 May 15, 2026
RFG Advisory, LLC History Reduced 347,950 20,605 0.38% 0.42% 74 -33,154 -8.7% Q1 2026 Apr 17, 2026
RESTON WEALTH MANAGEMENT LLC History Reduced 342,090 20,258 6.21% 6.8% 75 -41,862 -10.9% Q1 2026 Apr 13, 2026
Independent Advisor Alliance History Added to 337,421 19,982 0.21% 0.07% 76 +285,013 543.83% Q1 2026 May 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 331,194 19,613 2.17% 1.99% 77 +24,256 7.9% Q1 2026 May 11, 2026
Crews Bank & Trust History Reduced 328,133 19,432 2.82% 2.83% 78 -13,011 -3.81% Q1 2026 May 13, 2026
Marathon Strategic Advisors, LLC History Added to 326,708 19,347 13.91% 13.32% 79 +25,476 8.46% Q1 2026 Apr 15, 2026
Geneos Wealth Management Inc. History Added to 326,197 19,317 0.45% 0.44% 80 +12,535 4.0% Q1 2026 May 04, 2026
Mariner, LLC History Reduced 304,418 18,002 0.02% 0.02% 81 -9,999 -3.18% Q1 2026 May 13, 2026
Savant Capital, LLC History Reduced 301,052 17,828 0.09% 0.1% 82 -14,044 -4.46% Q1 2026 May 04, 2026
Allworth Financial LP History Added to 300,883 17,818 0.07% 0.07% 83 +20,010 7.12% Q1 2026 May 14, 2026
Financial Gravity Asset Management, Inc. History Added to 299,322 17,725 3.15% 3.2% 84 +12,159 4.23% Q1 2026 May 08, 2026
Shepherd Financial Partners LLC History Reduced 295,835 17,519 1.66% 1.62% 85 -5,299 -1.76% Q1 2026 May 11, 2026
Alta Wealth Advisors LLC History Added to 294,650 17,449 5.67% 5.31% 86 +20,140 7.34% Q1 2026 May 04, 2026
New Perspectives, Inc History Added to 292,424 17,317 6.0% 5.68% 87 +9,771 3.46% Q1 2026 Apr 21, 2026
CIBC Bancorp USA Inc. History New 291,283 17,224 0.02% — 88 +291,283 New Q1 2026 May 12, 2026
Avior Wealth Management, LLC History Added to 286,401 16,960 0.48% 0.5% 89 +11,711 4.26% Q1 2026 Apr 09, 2026
Gladstone Institutional Advisory LLC History Added to 286,365 16,958 0.63% 0.61% 90 +7,553 2.71% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 283,790 16,806 0.03% 0.04% 91 +53,264 23.11% Q1 2026 May 01, 2026
Summit Trail Advisors, LLC History Reduced 276,328 16,364 0.23% 0.29% 92 -14,849 -5.1% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 274,600 16,261 0.02% 0.02% 93 +7,845 2.94% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Added to 282,079 16,219 0.0% 0.0% 94 +52,656 22.95% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 268,701 15,912 0.2% 0.2% 95 +5,121 1.94% Q1 2026 May 08, 2026
Venture Visionary Partners LLC History Added to 265,472 15,721 0.52% 0.02% 96 +255,618 2594.05% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 260,723 15,439 0.0% 0.0% 97 -31,879 -10.9% Q1 2026 May 15, 2026
Lido Advisors, LLC History Added to 255,766 15,146 0.05% 0.04% 98 +16,104 6.72% Q1 2026 May 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 255,038 15,103 0.66% 0.62% 99 -10,445 -3.93% Q1 2026 May 06, 2026
Montz Harcus Wealth Management LLC History Added to 240,095 14,218 5.74% 5.46% 100 +7,439 3.2% Q1 2026 Apr 29, 2026
CITIZENS & NORTHERN CORP History Added to 238,467 14,122 3.52% 3.38% 101 +2,824 1.2% Q1 2026 Apr 27, 2026
Cascade Financial Partners, LLC History Added to 237,889 14,087 1.45% 1.34% 102 +9,557 4.19% Q1 2026 May 12, 2026
Bensler, LLC History Added to 236,196 13,987 1.44% 1.34% 103 +5,447 2.36% Q1 2026 May 01, 2026
IAG Wealth Partners, LLC History Added to 229,671 13,601 1.52% 1.52% 104 +3,275 1.45% Q1 2026 Apr 29, 2026
Focus Partners Wealth History Added to 223,086 13,211 0.01% 0.01% 105 +1,122 0.51% Q1 2026 May 14, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 222,433 13,172 6.02% 5.96% 106 +5,066 2.33% Q1 2026 Apr 20, 2026
TPG Financial Advisors, LLC History Added to 220,883 13,080 4.25% 3.98% 107 +14,812 7.19% Q1 2026 May 08, 2026
Western Wealth Management, LLC History Added to 216,438 12,817 0.47% 0.49% 108 +34,458 18.94% Q1 2026 May 19, 2026
WBH ADVISORY INC History Added to 211,868 12,646 0.95% 0.9% 109 +2,370 1.13% Q1 2026 Apr 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 204,578 12,115 0.09% 0.09% 110 -4,766 -2.28% Q1 2026 May 12, 2026
PSI Advisors, LLC History Added to 204,562 12,114 2.9% 2.7% 111 +18,609 10.01% Q1 2026 May 14, 2026
FF Advisors,LLC History Added to 188,220 11,987 4.86% 4.51% 112 +13,318 7.61% Q1 2026 Apr 27, 2026
WRAPMANAGER INC History Added to 201,846 11,953 4.15% 3.8% 113 +7,524 3.87% Q1 2026 May 11, 2026
Stewardship Advisors, LLC History Added to 198,510 11,755 2.7% 2.57% 114 +6,492 3.38% Q1 2026 Apr 17, 2026
My Portfolio Guide, LLC History New 198,060 11,732 6.49% — 115 +198,060 New Q1 2026 May 05, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Reduced 192,961 11,427 3.27% 6.31% 116 -179,006 -48.12% Q1 2026 Apr 28, 2026
Beacon Pointe Advisors, LLC History Added to 189,067 11,196 0.06% 0.03% 117 +108,893 135.82% Q1 2026 May 15, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Added to 188,869 11,184 3.89% 3.8% 118 +2,351 1.26% Q1 2026 Apr 28, 2026
Sanctuary Advisors, LLC History Reduced 184,237 10,910 0.06% 0.06% 119 -204 -0.11% Q1 2026 May 05, 2026
XY Planning Network, Inc. History Added to 179,274 10,700 1.71% 1.69% 120 +11,997 7.17% Q1 2026 Apr 14, 2026
Collaborative Wealth Managment Inc. History Added to 175,072 10,367 4.76% 3.57% 121 +264 0.15% Q1 2026 May 05, 2026
Lumbard & Kellner, LLC History Added to 172,588 10,220 3.54% 3.45% 122 +2,326 1.37% Q1 2026 May 15, 2026
Zhang Financial LLC History Reduced 171,919 10,181 0.35% 0.38% 123 -4,332 -2.46% Q1 2026 May 06, 2026
CGN Advisors LLC History Reduced 169,421 10,033 0.79% 0.78% 124 -437 -0.26% Q1 2026 Apr 13, 2026
Austin Private Wealth, LLC History No change 172,846 10,009 0.74% 0.74% 125 0 0.0% Q4 2025 Jan 20, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 169,007 10,008 2.21% 2.55% 126 -29,516 -14.87% Q1 2026 Apr 03, 2026
Warren Street Wealth Advisors, LLC History Reduced 168,642 9,987 2.54% 2.85% 127 -3,497 -2.03% Q1 2026 Apr 16, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 167,116 9,897 0.03% 0.03% 128 -21,631 -11.46% Q1 2026 Apr 30, 2026
Integrated Wealth Concepts LLC History Added to 166,472 9,858 0.08% 0.06% 129 +80,004 92.52% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 165,486 9,800 0.04% 0.04% 130 +1,900 1.16% Q1 2026 May 11, 2026
Windsor Capital Management, LLC History Reduced 162,578 9,627 2.71% 2.68% 131 -5,167 -3.08% Q1 2026 Apr 10, 2026
NOTTINGHAM ADVISORS, INC. History Added to 162,020 9,594 1.23% 0.97% 132 +33,395 25.96% Q1 2026 Apr 17, 2026
Louisiana State Employees Retirement System History Added to 161,400 9,558 0.17% 0.13% 133 +33,500 26.19% Q1 2026 Apr 20, 2026
Worth Financial Advisory Group, LLC History Reduced 7,778 9,538 4.17% 0.43% 134 -7,586 -49.38% Q1 2026 May 04, 2026
Wealthspire Advisors, LLC History Reduced 151,128 8,949 0.07% 0.07% 135 -4,633 -2.97% Q1 2026 May 01, 2026
Millington Financial Advisors, LLC History Added to 139,657 8,918 3.76% 3.86% 136 +1,224 0.88% Q1 2026 May 08, 2026
Vivaldi Capital Management LP History Added to 147,263 8,720 1.21% 1.04% 137 +14,736 11.12% Q1 2026 May 14, 2026
Berkeley Capital Partners, LLC History Added to 146,051 8,649 2.01% 1.95% 138 +2,983 2.09% Q1 2026 May 06, 2026
BOK Financial Private Wealth, Inc. History Added to 142,538 8,441 0.51% 0.5% 139 +514 0.36% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Added to 137,890 8,165 0.0% 0.0% 140 +566 0.41% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 127,760 8,138 0.18% 0.19% 141 +2,852 2.28% Q1 2026 May 04, 2026
AlphaCore Capital LLC History Reduced 137,215 8,125 0.19% 0.2% 142 -18,841 -12.07% Q1 2026 May 15, 2026
RETIREMITTEN FINANCIAL LLC History New 136,630 8,091 3.91% — 143 +136,630 New Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 48,298 8,000 0.37% 0.04% 144 -134,764 -73.62% Q1 2026 May 15, 2026
IHT Wealth Management, LLC History Added to 134,141 7,943 0.18% 0.18% 145 +7,008 5.51% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Added to 132,763 7,862 0.15% 0.14% 146 +1,102 0.84% Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History Reduced 131,851 7,808 0.07% 0.06% 147 -4,845 -3.54% Q1 2026 May 13, 2026
INSPIRE TRUST CO, N.A. History Added to 130,612 7,734 1.19% 1.19% 148 +5,721 4.58% Q1 2026 May 11, 2026
Gradient Investments LLC History Added to 129,439 7,665 0.12% 0.1% 149 +20,150 18.44% Q1 2026 Apr 13, 2026
Private Wealth Group, LLC History Added to 128,108 7,586 3.54% 3.52% 150 +1,544 1.22% Q1 2026 Apr 23, 2026
AF Advisors, Inc. History No change 128,000 7,580 4.19% 2.82% 151 0 0.0% Q1 2026 May 01, 2026
Stratos Wealth Partners, LTD. History Added to 125,364 7,424 0.08% 0.08% 152 +1,788 1.45% Q1 2026 Apr 28, 2026
Jump Financial, LLC History Added to 122,191 7,236 0.1% 0.01% 153 +110,685 961.98% Q1 2026 May 14, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History New 121,143 7,174 2.32% — 154 +121,143 New Q1 2026 Apr 15, 2026
OneDigital Investment Advisors LLC History Reduced 120,480 7,134 0.07% 0.07% 155 -3,595 -2.9% Q1 2026 May 08, 2026
KWB Wealth History Reduced 122,356 7,085 0.7% 0.67% 156 -310 -0.25% Q1 2026 Apr 08, 2026
ABOUND FINANCIAL, LLC History Reduced 117,294 6,946 3.03% 2.9% 157 -12,184 -9.41% Q1 2026 May 01, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 117,044 6,931 0.15% 0.11% 158 +31,688 37.12% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 116,259 6,884 0.01% 0.01% 159 -4,681 -3.87% Q1 2026 Apr 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 107,351 6,357 0.14% 0.14% 160 +1,678 1.59% Q1 2026 May 15, 2026
Resonant Capital Advisors, LLC History Reduced 106,696 6,318 0.33% 0.34% 161 -721 -0.67% Q1 2026 Apr 29, 2026
Modera Wealth Management, LLC History Reduced 106,608 6,313 0.08% 0.08% 162 -14,431 -11.92% Q1 2026 May 06, 2026
PECAUT & CO. History Reduced 106,001 6,277 2.04% 2.05% 163 -3,969 -3.61% Q1 2026 May 11, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 105,034 6,220 3.07% 2.77% 164 +8,562 8.88% Q1 2026 Apr 30, 2026
PINKERTON WEALTH, LLC History Reduced 106,823 6,186 0.56% 0.69% 165 -10,187 -8.71% Q1 2026 Apr 09, 2026
Arkadios Wealth Advisors History Added to 104,389 6,181 0.1% 0.02% 166 +86,432 481.33% Q1 2026 May 18, 2026
Bill Few Associates, Inc. History Added to 104,289 6,175 1.48% 1.44% 167 +2,852 2.81% Q1 2026 Apr 08, 2026
Quantinno Capital Management LP History Added to 103,510 6,129 0.01% 0.01% 168 +37,849 57.64% Q1 2026 May 15, 2026
Addison Capital Co History Added to 102,970 6,097 1.08% 1.33% 169 +10,717 11.62% Q1 2026 Apr 29, 2026
ODonnell Financial Services, LLC History Added to 102,969 6,089 2.1% 1.98% 170 +2,985 2.99% Q1 2026 May 07, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 101,127 5,988 0.41% 0.36% 171 +1,459 1.46% Q1 2026 May 21, 2026
Tower Research Capital LLC (TRC) History Added to 100,952 5,978 0.16% 0.0% 172 +100,929 438821.74% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 100,752 5,966 0.09% 0.06% 173 +49,498 96.57% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 102,761 5,956 0.0% 0.0% 174 +21,695 26.76% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Added to 98,414 5,881 0.18% 0.07% 175 +42,589 76.29% Q1 2026 Apr 08, 2026
CVFG LLC History Added to 98,614 5,839 0.73% 3.71% 176 +5,198 5.56% Q1 2026 Apr 29, 2026
SHERMAN PORFOLIOS, LLC History Reduced 98,532 5,835 0.45% 0.4% 177 -3,244 -3.19% Q1 2026 May 13, 2026
Advance Capital Management, Inc. History Reduced 96,776 5,731 0.22% 0.56% 178 -132,933 -57.87% Q1 2026 Apr 29, 2026
Financial Engines Advisors L.L.C. History Reduced 96,478 5,713 0.01% 0.01% 179 -2,779 -2.8% Q1 2026 May 14, 2026
Ausdal Financial Partners, Inc. History Added to 92,501 5,477 0.24% 0.25% 180 +1,252 1.37% Q1 2026 May 12, 2026
GeoWealth Management, LLC History Reduced 91,226 5,402 0.19% 0.2% 181 -965 -1.05% Q1 2026 May 13, 2026
Jacksonville Wealth Management, LLC History Added to 90,849 5,380 3.63% 3.17% 182 +13,603 17.61% Q1 2026 Apr 28, 2026
Wealth Advisory Solutions, LLC History Added to 89,331 5,290 1.18% 1.12% 183 +6,559 7.92% Q1 2026 Apr 22, 2026
HighPoint Advisor Group LLC History New 88,672 5,251 0.22% — 184 +88,672 New Q1 2026 May 14, 2026
Register Financial Advisors LLC History Added to 88,271 5,227 1.93% 1.94% 185 +2,377 2.77% Q1 2026 Apr 15, 2026
World Investment Advisors History Added to 86,811 5,140 0.08% 0.03% 186 +57,518 196.35% Q1 2026 Apr 27, 2026
Hibernia Wealth Partners, LLC History Reduced 86,425 5,118 1.51% 1.54% 187 -1,981 -2.24% Q1 2026 May 04, 2026
STIFEL FINANCIAL CORP History Added to 84,911 5,028 0.0% 0.0% 188 +7,972 10.36% Q1 2026 May 12, 2026
Pachira Investments Inc. History Reduced 84,443 5,000 2.34% 2.66% 189 -9,854 -10.45% Q1 2026 Apr 27, 2026
Aptus Capital Advisors, LLC History Added to 84,094 4,980 0.04% 0.03% 190 +9,617 12.91% Q1 2026 May 11, 2026
Founders Financial Alliance, LLC History Added to 84,061 4,978 0.9% 0.86% 191 +5,306 6.74% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 83,785 4,961 0.22% 0.2% 192 +9,728 13.14% Q1 2026 Apr 28, 2026
TRUEFG, LLC History Added to 83,537 4,947 1.31% 1.29% 193 +523 0.63% Q1 2026 Apr 22, 2026
TRUIST FINANCIAL CORP History Reduced 83,465 4,942 0.01% 0.01% 194 -68,556 -45.1% Q1 2026 Apr 27, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 78,735 4,662 1.55% 1.56% 195 -2,849 -3.49% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History New 76,700 4,542 0.01% — 196 +76,700 New Q1 2026 May 14, 2026
Omnitrust Wealth Management, Inc History Reduced 76,589 4,535 5.87% 5.66% 197 -369 -0.48% Q1 2026 Apr 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 76,488 4,529 0.26% — 198 +76,488 New Q1 2026 Apr 09, 2026
Manhattan West Asset Management, LLC History Added to 74,685 4,422 0.86% 0.78% 199 +9,244 14.13% Q1 2026 May 14, 2026
Mayflower Financial Advisors, LLC History Added to 74,165 4,392 0.53% 0.51% 200 +1,341 1.84% Q1 2026 Apr 23, 2026
Compass Wealth Management LLC History Reduced 73,692 4,364 1.08% 1.1% 201 -2,535 -3.33% Q1 2026 Apr 20, 2026
AE Wealth Management LLC History Added to 73,500 4,352 0.02% 0.02% 203 +6,868 10.31% Q1 2026 May 13, 2026
Pure Financial Advisors, LLC History Added to 73,501 4,352 0.06% 0.06% 202 +3,871 5.56% Q1 2026 Apr 10, 2026
ArborFi Advisors, LLC History Added to 73,454 4,349 3.55% 3.27% 204 +3,878 5.57% Q1 2026 Apr 29, 2026
Up Capital Management, Inc. History Added to 73,010 4,323 4.85% 0.59% 205 +61,542 536.64% Q1 2026 Apr 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 71,844 4,254 0.05% 0.05% 206 +4,598 6.84% Q1 2026 Apr 20, 2026
Tradewinds Capital Management, LLC History Added to 71,023 4,205 0.84% 0.78% 207 +6,858 10.69% Q1 2026 Apr 14, 2026
FORONJY FINANCIAL LLC History Added to 70,575 4,179 1.74% 1.67% 208 +1,326 1.91% Q1 2026 Apr 23, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 70,328 4,164 0.89% 1.05% 209 -10,045 -12.5% Q1 2026 May 15, 2026
Syntegra Private Wealth Group, LLC History Reduced 69,710 4,128 0.39% 0.6% 210 -43,256 -38.29% Q1 2026 Apr 27, 2026
Benchmark Financial, LLC History Added to 69,380 4,108 3.69% 3.65% 211 +6,209 9.83% Q1 2026 Apr 21, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 66,900 3,961 0.0% 0.0% 212 -6,300 -8.61% Q1 2026 Apr 30, 2026
Apollon Wealth Management, LLC History Added to 66,707 3,950 0.06% 0.06% 213 +7,410 12.5% Q1 2026 Apr 22, 2026
Capital Investment Advisory Services, LLC History Added to 65,850 3,899 0.28% 0.24% 214 +8,410 14.64% Q1 2026 May 05, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 65,523 3,880 1.46% 1.43% 215 +109 0.17% Q1 2026 Apr 22, 2026
Summit Financial, LLC History Added to 64,794 3,837 0.05% 0.01% 216 +54,092 505.44% Q1 2026 May 15, 2026
G&S Capital LLC History Reduced 63,742 3,774 1.33% 1.59% 217 -13,783 -17.78% Q1 2026 Apr 07, 2026
Aspetuck Financial Management LLC History Added to 63,617 3,767 2.58% 2.44% 218 +957 1.53% Q1 2026 May 06, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 63,057 3,734 0.67% 1.02% 219 -2,526 -3.85% Q1 2026 May 01, 2026
Zinnia Wealth Advisory, LLC History Reduced 62,885 3,724 4.17% 4.19% 220 -3,987 -5.96% Q1 2026 May 08, 2026
Lynx Investment Advisory History Added to 62,763 3,716 1.78% 1.87% 221 +3,515 5.93% Q1 2026 Apr 24, 2026
Jacobi Capital Management LLC History Added to 62,090 3,676 0.21% 0.19% 222 +6,222 11.14% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 61,441 3,638 0.0% 0.0% 223 +29,782 94.07% Q1 2026 May 15, 2026
Post Resch Tallon Group Inc. History Added to 60,645 3,613 2.92% 2.8% 224 +3,431 6.0% Q1 2026 Apr 08, 2026
CHEMUNG CANAL TRUST CO History No change 60,994 3,612 0.73% 0.7% 225 0 0.0% Q1 2026 Apr 22, 2026
Breachway Investments LLC History Added to 58,996 3,521 3.38% 3.52% 226 +1,432 2.49% Q1 2026 Apr 13, 2026
Kagan Cocozza Asset Management History Reduced 57,911 3,429 2.41% 2.43% 227 -1,148 -1.94% Q1 2026 Apr 23, 2026
Signal Advisors Wealth, LLC History Added to 56,685 3,356 0.23% 0.24% 228 +4,841 9.34% Q1 2026 Apr 17, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 56,297 3,333 1.83% 1.59% 229 +6,652 13.4% Q1 2026 Apr 09, 2026
Atria Investments, Inc History Reduced 55,750 3,301 0.04% 0.04% 230 -836 -1.48% Q1 2026 May 05, 2026
Perennial Investment Advisors, LLC History Reduced 55,346 3,277 0.26% 0.26% 231 -843 -1.5% Q1 2026 May 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 54,688 3,238 0.36% 0.32% 232 +5,181 10.47% Q1 2026 May 05, 2026
Luken Investment Analytics, LLC History New 54,441 3,223 1.23% — 233 +54,441 New Q1 2026 May 12, 2026
Capital Investment Management, Inc. History Added to 54,334 3,217 1.1% 1.07% 234 +1,503 2.84% Q1 2026 Apr 22, 2026
Simplicity Wealth,LLC History Added to 53,952 3,195 0.18% 0.16% 235 +8,065 17.58% Q1 2026 Apr 30, 2026
FLOW TRADERS U.S. LLC History Reduced 53,826 3,188 0.1% 0.12% 236 -9,142 -14.52% Q1 2026 May 15, 2026
Aspire Private Capital, LLC History Reduced 53,678 3,178 0.72% 0.69% 237 -268 -0.5% Q1 2026 Apr 22, 2026
Luminist Capital LLC History Added to 53,629 3,175 4.22% 3.54% 238 +4,070 8.21% Q1 2026 Apr 24, 2026
Fiduciary Group, LLC History Added to 53,523 3,169 0.27% 0.23% 239 +5,505 11.46% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History New 53,265 3,154 0.0% — 240 +53,265 New Q1 2026 May 12, 2026
United Asset Strategies, Inc. History Reduced 53,142 3,147 0.25% 0.24% 241 -671 -1.25% Q1 2026 Apr 29, 2026
Crestwood Advisors Group, LLC History Reduced 52,956 3,136 0.05% 0.05% 242 -1,232 -2.27% Q1 2026 May 05, 2026
NovaPoint Capital, LLC History Reduced 52,820 3,127 0.78% 0.79% 243 -86 -0.16% Q1 2026 May 06, 2026
Walkner Condon Financial Advisors LLC History Added to 52,641 3,117 0.41% 0.4% 244 +2,346 4.66% Q1 2026 Apr 28, 2026
Capital Analysts, LLC History Added to 51,822 3,070 0.08% 0.09% 245 +242 0.47% Q1 2026 May 14, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 51,518 3,050 0.22% 0.22% 246 +1,274 2.54% Q1 2026 Apr 20, 2026
&PARTNERS History Added to 51,495 3,049 0.02% 0.02% 247 +1,244 2.48% Q1 2026 May 15, 2026
POWER WEALTH MANAGEMENT LLC History Added to 51,420 3,045 1.13% 1.02% 248 +1,318 2.63% Q1 2026 May 14, 2026
Madison Asset Management, LLC History No change 51,395 3,043 0.04% 0.03% 249 0 0.0% Q1 2026 May 07, 2026
STEVENS CAPITAL PARTNERS History Added to 51,189 3,031 0.73% 0.61% 250 +10,775 26.66% Q1 2026 Apr 24, 2026
Retirement Planning Group, LLC History Reduced 51,053 3,023 0.09% 0.1% 251 -193 -0.38% Q1 2026 May 04, 2026
AdvisorNet Financial, Inc History Added to 50,394 2,984 0.15% 0.15% 252 +340 0.68% Q1 2026 Apr 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 50,206 2,973 0.03% 0.04% 253 +3,029 6.42% Q1 2026 May 15, 2026
Tandem Investment Partners LLC History Added to 50,210 2,973 2.52% 2.4% 254 +1,115 2.27% Q1 2026 May 13, 2026
Wealthcare Capital Partners, LLC History Added to 49,613 2,938 1.38% 1.24% 255 +4,077 8.95% Q1 2026 Apr 15, 2026
Stratos Wealth Advisors, LLC History Added to 49,220 2,914 0.18% 0.14% 256 +784 1.62% Q1 2026 Apr 28, 2026
Destiny Capital Corp/CO History Reduced 49,170 2,911 1.55% 1.48% 257 -661 -1.33% Q1 2026 May 11, 2026
GTS SECURITIES LLC History New 49,143 2,910 0.1% — 258 +49,143 New Q1 2026 May 14, 2026
Gotham Asset Management, LLC History New 48,879 2,894 0.01% — 259 +48,879 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 48,847 2,892 0.0% 0.0% 260 +3,815 8.47% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Added to 48,644 2,880 0.01% 0.01% 261 +14,210 41.27% Q1 2026 Apr 30, 2026
Range Financial Group LLC History Reduced 48,368 2,864 0.96% 0.99% 262 -919 -1.86% Q1 2026 Apr 30, 2026
Alesco Advisors, LLC, An ESL Co History Added to 48,207 2,854 0.07% 0.06% 263 +6,265 14.94% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 48,079 2,847 0.06% 0.08% 264 -10,539 -17.98% Q1 2026 Apr 13, 2026
Shum Financial Group, Inc. History Added to 47,573 2,817 1.99% 1.97% 265 +241 0.51% Q1 2026 Apr 22, 2026
Golden State Wealth Management, LLC History Reduced 47,116 2,790 0.3% 0.36% 266 -11,820 -20.06% Q1 2026 Apr 28, 2026
Blueprint Investment Partners LLC History Reduced 46,837 2,773 0.28% 0.31% 267 -3,847 -7.59% Q1 2026 May 15, 2026
Carroll Advisory Group, LLC History Reduced 46,603 2,759 1.07% 1.2% 268 -1,387 -2.89% Q1 2026 Apr 22, 2026
Breakwater Capital Group History Added to 46,406 2,748 0.37% 0.33% 269 +5,627 13.8% Q1 2026 Apr 20, 2026
MONECO ADVISORS, LLC History Added to 46,147 2,732 0.21% 0.2% 270 +1,904 4.3% Q1 2026 May 07, 2026
Intrua Financial, LLC History Reduced 46,030 2,725 0.28% 0.3% 271 -2,823 -5.78% Q1 2026 Apr 23, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 44,173 2,615 0.25% 0.23% 272 -718 -1.6% Q1 2026 May 01, 2026
Wealthquest Corp History No change 44,985 2,605 0.2% 0.2% 273 0 0.0% Q1 2026 May 07, 2026
Towercrest Capital Management History Added to 43,958 2,603 0.41% 0.4% 274 +242 0.55% Q1 2026 May 01, 2026
Sterling Investment Advisors, Ltd. History Added to 43,407 2,570 0.47% 0.42% 275 +4,309 11.02% Q1 2026 May 04, 2026
21 West Wealth Management LLC History Reduced 42,394 2,510 2.33% 2.3% 276 -1,025 -2.36% Q1 2026 Apr 15, 2026
FMR LLC History Added to 42,366 2,508 0.0% 0.0% 277 +4,759 12.65% Q1 2026 May 15, 2026
SEMITAM BONAM LLC History Added to 42,215 2,499 2.04% 2.0% 278 +728 1.75% Q1 2026 Apr 21, 2026
Total Clarity Wealth Management, Inc. History Reduced 42,014 2,488 0.58% 0.77% 279 -12,959 -23.57% Q1 2026 Apr 17, 2026
Alaska Wealth Advisors, LLC History Added to 40,822 2,417 0.29% 0.25% 280 +7,202 21.42% Q1 2026 Apr 24, 2026
Financial Enhancement Group LLC History Added to 37,575 2,401 0.3% 0.26% 281 +4,804 14.66% Q1 2026 Apr 20, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 40,133 2,376 0.0% 0.0% 282 +5,454 15.73% Q1 2026 May 14, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 39,852 2,360 0.25% 0.26% 283 -384 -0.95% Q1 2026 Apr 14, 2026
Concurrent Investment Advisors, LLC History Added to 38,585 2,284 0.02% 0.02% 284 +2,046 5.6% Q1 2026 Apr 20, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 38,478 2,278 0.23% 0.22% 285 +178 0.46% Q1 2026 Apr 15, 2026
SIMA Wealth Partners, LLC History New 38,356 2,271 1.73% — 286 +38,356 New Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 38,302 2,268 0.06% 0.06% 287 -1,443 -3.63% Q1 2026 Apr 29, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 37,901 2,244 2.15% — 288 +37,901 New Q1 2026 May 06, 2026
MMA ASSET MANAGEMENT LLC History Added to 37,760 2,236 0.79% 0.75% 289 +1,541 4.25% Q1 2026 Apr 08, 2026
Modern Wealth Management, LLC History Reduced 36,892 2,202 0.04% 0.05% 290 -9,423 -20.35% Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 37,084 2,196 0.07% 0.07% 291 +3,143 9.26% Q1 2026 May 15, 2026
S.A. Mason LLC History Added to 36,665 2,171 0.81% 0.81% 292 +1,466 4.16% Q1 2026 Apr 27, 2026
Gateway Wealth Partners, LLC History Added to 35,438 2,098 0.08% 0.12% 293 +17,051 92.73% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History Added to 35,376 2,094 0.24% 0.11% 294 +21,826 161.08% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Added to 35,089 2,078 0.05% 0.04% 295 +6,919 24.56% Q1 2026 May 15, 2026
Sharkey, Howes & Javer History Reduced 35,036 2,074 0.28% 0.35% 296 -11,912 -25.37% Q1 2026 Apr 08, 2026
Alliance Wealth Management Group History Added to 34,814 2,061 0.45% 0.44% 297 +271 0.78% Q1 2026 Apr 29, 2026
Global Assets Advisory, LLC History New 15,531 2,056 0.59% — 298 +15,531 New Q1 2026 May 01, 2026
Crescent Grove Advisors, LLC History Added to 34,669 2,053 0.2% 0.19% 299 +1 0.0% Q1 2026 May 06, 2026
Orange Investment Advisors, Inc. History Added to 33,515 1,984 0.26% 0.2% 300 +1,750 5.51% Q1 2026 Apr 22, 2026
Glen Eagle Advisors, LLC History Reduced 33,318 1,973 0.28% 0.76% 301 -63,530 -65.6% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 31,895 1,888 0.06% 0.04% 302 -140 -0.44% Q1 2026 Apr 23, 2026
L2 Asset Management, LLC History Added to 31,588 1,870 0.18% 0.15% 303 +11,635 58.31% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 31,572 1,869 0.01% 0.01% 304 +6,649 26.68% Q1 2026 May 15, 2026
Measured Wealth Private Client Group, LLC History Reduced 31,537 1,867 0.51% 0.57% 305 -5,496 -14.84% Q1 2026 May 13, 2026
Meridian Financial Advisors, LLC History Added to 31,520 1,866 1.02% 0.98% 306 +341 1.09% Q1 2026 Apr 21, 2026
RAINIER FAMILY WEALTH INC History Added to 31,219 1,848 1.24% 1.33% 307 +782 2.57% Q1 2026 Apr 16, 2026
Downshift Financial, LLC History Added to 28,335 1,787 0.93% 1.02% 308 +1,207 4.45% Q1 2026 Apr 29, 2026
Rossby Financial, LCC History Added to 29,924 1,786 0.36% 0.0% 309 +29,853 42046.48% Q1 2026 May 11, 2026
Raleigh Capital Management Inc. History Added to 29,915 1,771 0.61% 0.58% 310 +2,338 8.48% Q1 2026 Apr 28, 2026
Symphony Financial, Ltd. Co. History Reduced 30,114 1,758 0.23% 0.78% 311 -69,018 -69.62% Q1 2026 Apr 30, 2026
Cavalier Investments, LLC History Reduced 29,539 1,749 0.05% 0.09% 312 -2,100 -6.64% Q1 2026 May 15, 2026
Key FInancial Inc History Reduced 29,510 1,747 0.31% 0.33% 313 -1,462 -4.72% Q1 2026 Apr 24, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 29,431 1,742 0.21% 0.29% 314 -10,181 -25.7% Q1 2026 Apr 08, 2026
WADDELL & ASSOCIATES, LLC History Added to 29,107 1,723 0.1% 0.08% 315 +9,101 45.49% Q1 2026 May 11, 2026
Arete Wealth Advisors, LLC History Added to 29,052 1,718 0.13% 0.05% 316 +16,098 124.27% Q1 2026 May 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 28,444 1,684 0.03% 0.03% 317 -3,728 -11.59% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Added to 28,324 1,677 0.02% 0.02% 318 +548 1.97% Q1 2026 May 12, 2026
Kelman-Lazarov, Inc. History Reduced 28,125 1,665 0.24% 0.24% 319 -1,251 -4.26% Q1 2026 Apr 27, 2026
Summit Investment Advisory Services, LLC History Reduced 28,120 1,665 0.62% 0.62% 320 -66 -0.23% Q1 2026 Apr 23, 2026
Advisor Resource Council History Added to 27,509 1,629 0.53% 0.57% 321 +415 1.53% Q1 2026 May 07, 2026
Blueprint Financial Advisors LLC History Reduced 27,100 1,604 0.24% 0.26% 322 -2,651 -8.91% Q1 2026 May 11, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 26,786 1,586 1.89% 1.48% 324 -2,559 -8.72% Q1 2026 Apr 28, 2026
CFS Investment Advisory Services, LLC History Reduced 24,818 1,586 0.11% 0.12% 323 -2,451 -8.99% Q1 2026 Apr 29, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 26,617 1,576 2.47% 2.23% 325 +3,357 14.43% Q1 2026 May 04, 2026
Belpointe Asset Management LLC History Reduced 26,329 1,559 0.06% 0.06% 326 -1,656 -5.92% Q1 2026 Apr 28, 2026
TKG Advisors, LLC History Reduced 26,249 1,554 0.64% 0.78% 327 -7,195 -21.51% Q1 2026 Apr 24, 2026
Eldridge Investment Advisors, Inc. History Added to 26,219 1,552 0.34% 0.33% 328 +185 0.71% Q1 2026 May 11, 2026
Roundview Capital LLC History Added to 26,003 1,539 0.1% 0.09% 329 +235 0.91% Q1 2026 May 08, 2026
WCG Wealth Advisors LLC History Added to 25,670 1,520 0.04% 0.04% 330 +134 0.52% Q1 2026 May 12, 2026
BLUE JEAN FINANCIAL LLC History Added to 25,288 1,497 1.23% 1.16% 331 +667 2.71% Q1 2026 Apr 21, 2026
Keystone Wealth Services, LLC History New 24,877 1,473 0.31% — 333 +24,877 New Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 24,878 1,473 0.0% 0.0% 332 +7,417 42.48% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Added to 24,755 1,466 0.05% 0.05% 334 +324 1.33% Q1 2026 Apr 07, 2026
Inman Jager Wealth Management, LLC History Added to 24,699 1,462 0.85% 0.46% 335 +11,796 91.42% Q1 2026 Apr 23, 2026
Virtue Capital Management, LLC History New 25,240 1,451 0.22% — 336 +25,240 New Q1 2026 May 07, 2026
Brio Consultants, LLC History Added to 21,927 1,409 0.17% 0.16% 337 +57 0.26% Q1 2026 May 06, 2026
Armbruster Capital Management, Inc. History Added to 23,785 1,408 0.23% 0.22% 338 +1,044 4.59% Q1 2026 Apr 21, 2026
Fifth Third Wealth Advisors LLC History Added to 23,433 1,387 0.05% 0.04% 339 +3,301 16.4% Q1 2026 Apr 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 23,390 1,385 0.02% 0.02% 340 +311 1.35% Q1 2026 May 01, 2026
Independent Wealth Network Inc. History Added to 23,311 1,380 0.41% 0.13% 341 +15,902 214.63% Q1 2026 Apr 20, 2026
Asset One Wealth Management LLC History Reduced 21,569 1,379 0.15% 0.18% 343 -389 -1.77% Q1 2026 May 12, 2026
NewEdge Wealth, LLC History Added to 23,291 1,379 0.02% 0.02% 342 +54 0.23% Q1 2026 May 13, 2026
Apollon Financial, LLC History Added to 23,250 1,376 0.19% 0.15% 344 +5,427 30.45% Q1 2026 Apr 22, 2026
Wedmont Private Capital History Reduced 22,104 1,366 0.04% 0.05% 345 -82 -0.37% Q1 2026 Apr 09, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 23,013 1,362 0.08% 0.07% 346 +2,201 10.58% Q1 2026 Apr 30, 2026
Apella Capital, LLC History Added to 21,060 1,346 0.02% 0.01% 347 +13,247 169.55% Q1 2026 Apr 20, 2026
Tennessee Valley Asset Management Partners History Reduced 22,612 1,339 0.18% 0.75% 348 -76,700 -77.23% Q1 2026 Apr 27, 2026
Worth Asset Management, LLC History New 22,350 1,323 0.49% — 349 +22,350 New Q1 2026 Apr 17, 2026
Delta Wealth Advisors LLC History Added to 22,176 1,313 1.0% 1.03% 350 +848 3.98% Q1 2026 Apr 21, 2026
Navigation Group, LLC History New 22,111 1,309 0.31% — 351 +22,111 New Q1 2026 May 05, 2026
Compton Financial Group, LLC History Reduced 22,039 1,305 0.29% 0.35% 352 -4,641 -17.4% Q1 2026 Apr 28, 2026
NICOLET ADVISORY SERVICES, LLC History No change 21,482 1,304 0.09% 0.09% 353 0 0.0% Q4 2025 Feb 13, 2026
Nadler Financial Group, Inc. History New 21,900 1,296 0.12% — 354 +21,900 New Q1 2026 May 04, 2026
Merit Financial Group, LLC History Reduced 21,822 1,292 0.01% 0.01% 355 -199 -0.9% Q1 2026 Apr 15, 2026
Fingerlakes Wealth Management, Inc. History Reduced 21,570 1,277 0.85% 0.81% 356 -395 -1.8% Q1 2026 Apr 21, 2026
Curbstone Financial Management Corp History No change 21,250 1,258 0.24% 0.24% 357 0 0.0% Q1 2026 Apr 15, 2026
NICOLET BANKSHARES INC History New 21,057 1,256 0.05% — 358 +21,057 New Q1 2026 May 14, 2026
PAX Financial Group, LLC History Reduced 21,078 1,248 0.21% 0.22% 359 -1,338 -5.97% Q1 2026 Apr 27, 2026
Advisory Services Network, LLC History Added to 20,692 1,225 0.02% 0.02% 360 +2,181 11.78% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 20,647 1,222 0.0% 0.0% 361 +20,490 13050.96% Q1 2026 May 13, 2026
Northwest Wealth Advisors, LLC History Reduced 19,992 1,183 0.84% 0.92% 362 -474 -2.32% Q1 2026 Apr 29, 2026
BCS Wealth Management History Reduced 19,965 1,182 0.24% 0.21% 363 -15,704 -44.03% Q1 2026 Apr 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 19,853 1,175 0.02% 0.01% 364 +9,058 83.91% Q1 2026 May 13, 2026
Evernest Financial Advisors, LLC History Reduced 18,242 1,164 0.24% 0.24% 365 -43 -0.24% Q1 2026 May 04, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 19,633 1,162 0.31% 0.31% 366 +39 0.2% Q1 2026 Apr 09, 2026
Legacy Edge Advisors, LLC History Added to 19,606 1,161 0.12% 0.08% 367 +6,239 46.67% Q1 2026 May 11, 2026
Meridian Wealth Advisors, LLC History New 19,288 1,142 0.15% — 368 +19,288 New Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 19,694 1,140 0.0% 0.0% 369 0 0.0% Q4 2025 Feb 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 18,470 1,093 0.34% 0.35% 370 -478 -2.52% Q1 2026 May 13, 2026
Comprehensive Money Management Services LLC History Added to 18,400 1,089 0.71% 0.71% 371 +530 2.97% Q1 2026 Apr 23, 2026
Lifeworks Advisors, LLC History Reduced 18,324 1,085 0.14% 0.14% 372 -87 -0.47% Q1 2026 May 04, 2026
FELL CAPITAL MANAGEMENT /ADV History Added to 18,129 1,073 1.02% 0.87% 373 +2,714 17.61% Q1 2026 May 04, 2026
Trinity Wealth Management, LLC History Added to 18,038 1,068 0.39% 0.38% 374 +280 1.58% Q1 2026 Apr 17, 2026
Mattson Financial Services, LLC History Added to 17,994 1,065 0.25% 0.24% 375 +444 2.53% Q1 2026 May 11, 2026
Quadcap Wealth Management, LLC History Reduced 17,662 1,045 0.12% 0.13% 376 -1,454 -7.61% Q1 2026 May 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 17,645 1,044 0.65% 0.36% 377 -1,324 -6.98% Q1 2026 May 01, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 17,512 1,037 0.13% 0.14% 378 0 0.0% Q1 2026 Apr 16, 2026
National Wealth Management Group, LLC History Reduced 17,448 1,033 0.38% 0.37% 379 -882 -4.81% Q1 2026 May 11, 2026
WealthPlan Investment Management, LLC History Added to 17,266 1,022 0.06% 0.05% 380 +5,050 41.34% Q1 2026 Apr 29, 2026
High Probability Advisors, LLC History Added to 17,267 1,022 0.13% 0.13% 381 +95 0.55% Q1 2026 Apr 10, 2026
SEEDS INVESTOR LLC History Added to 16,268 1,020 0.14% 0.17% 382 +850 5.51% Q1 2026 May 11, 2026
Saxony Capital Management, LLC History Reduced 17,222 1,019 0.59% 0.71% 383 -2,924 -14.51% Q1 2026 Apr 24, 2026
Capital Management Associates, Inc History Added to 17,117 1,013 0.23% 0.22% 384 +53 0.31% Q1 2026 Apr 22, 2026
Legacy Wealth Partners, LLC History Added to 17,077 1,011 0.25% 0.24% 385 +1,150 7.22% Q1 2026 Apr 17, 2026
Vise Technologies, Inc. History No change 17,438 1,009 0.02% 0.02% 386 0 0.0% Q1 2026 Apr 21, 2026
Sterling Investment Counsel, LLC History Reduced 17,020 1,007 0.28% 0.33% 387 -2,683 -13.62% Q1 2026 Apr 16, 2026
PRIVATE TRUST CO NA History Reduced 16,962 1,004 0.09% 0.1% 388 -3,303 -16.3% Q1 2026 Apr 30, 2026
Hobbs Group Advisors, LLC History Reduced 16,696 988 0.3% 0.29% 389 -9 -0.05% Q1 2026 May 20, 2026
River Street Advisors LLC History Added to 16,670 987 0.33% 0.35% 390 +324 1.98% Q1 2026 Apr 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 17,963 982 0.09% 0.09% 391 0 0.0% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 16,517 978 0.05% 0.04% 392 +2,493 17.78% Q1 2026 May 14, 2026
HUB Investment Partners, LLC History Added to 16,409 971 0.02% 0.01% 393 +12,052 276.61% Q1 2026 May 15, 2026
Orin Green Financial, LLC History Reduced 16,376 969 0.4% 0.38% 394 -24 -0.15% Q1 2026 Apr 29, 2026
Balefire, LLC History Added to 16,323 966 0.18% 0.17% 395 +1,300 8.65% Q1 2026 May 07, 2026
Retirement Planning Co of New England, Inc. History Added to 16,268 963 0.39% 0.37% 396 +530 3.37% Q1 2026 May 08, 2026
DUNCKER STREETT & CO INC History No change 16,210 959 0.18% 0.17% 397 0 0.0% Q1 2026 Apr 29, 2026
Compound Planning, Inc. History Reduced 16,129 955 0.03% 0.03% 398 -293 -1.78% Q1 2026 May 14, 2026
Grey Ledge Advisors, LLC History Added to 16,052 950 0.21% 0.2% 399 +932 6.16% Q1 2026 Apr 20, 2026
Trilogy Capital Inc. History Added to 16,046 950 0.04% 0.04% 400 +275 1.74% Q1 2026 Apr 21, 2026
FRANKLIN RESOURCES INC History No change 16,021 948 0.0% 0.0% 401 0 0.0% Q1 2026 May 13, 2026
Ranch Capital Advisors Inc. History Added to 15,898 941 0.34% 0.33% 402 +564 3.68% Q1 2026 May 06, 2026
Global Financial Private Client, LLC History Added to 15,797 935 0.31% 0.3% 403 +1,107 7.54% Q1 2026 Apr 20, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 15,062 933 0.14% 0.15% 404 -981 -6.11% Q1 2026 Apr 16, 2026
Krilogy Financial LLC History Added to 14,592 914 0.03% 0.03% 405 +16 0.11% Q1 2026 Apr 17, 2026
Aldebaran Financial Inc. History Reduced 15,382 910 0.86% 0.84% 406 -51 -0.33% Q1 2026 May 14, 2026
PERSPECTIVE WEALTH ADVISORS LLC History Added to 15,341 908 0.59% 0.49% 407 +3,502 29.58% Q1 2026 May 08, 2026
Second Line Capital, LLC History Reduced 14,174 904 0.17% 0.18% 408 -632 -4.27% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 15,138 896 0.0% 0.0% 409 +3,474 29.78% Q1 2026 May 15, 2026
Fusion Family Wealth, LLC History No change 14,891 881 0.07% 0.07% 410 0 0.0% Q1 2026 May 05, 2026
Atlantic Union Bankshares Corp History Added to 14,728 872 0.02% 0.02% 411 +15 0.1% Q1 2026 May 12, 2026
Brand Asset Management Group, Inc. History Reduced 14,600 864 0.22% 0.25% 412 -572 -3.77% Q1 2026 May 11, 2026
Valpey Financial Services, LLC History Added to 14,541 861 0.56% 0.52% 413 +477 3.39% Q1 2026 May 11, 2026
Tidemark, LLC History Reduced 14,513 859 0.22% 0.24% 414 -357 -2.4% Q1 2026 May 07, 2026
VCI Wealth Management LLC History Added to 14,303 847 0.23% 0.09% 415 +8,675 154.14% Q1 2026 Apr 21, 2026
Ethos Financial Group, LLC History No change 14,276 845 0.06% 0.06% 416 0 0.0% Q1 2026 May 05, 2026
NOVUS ADVISORS, LLC History Reduced 14,152 838 1.87% 1.87% 417 -303 -2.1% Q1 2026 Apr 27, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 14,098 834 0.29% 0.31% 418 -1,147 -7.52% Q1 2026 Apr 27, 2026
BIP Wealth, LLC History Reduced 14,026 830 0.03% 0.04% 419 -3,551 -20.2% Q1 2026 Apr 27, 2026
HORAN Wealth, LLC History No change 14,053 813 0.08% 0.12% 420 0 0.0% Q1 2026 May 08, 2026
Sachetta, LLC History Added to 13,696 811 0.44% 0.43% 421 +43 0.31% Q1 2026 May 01, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 13,678 810 0.25% 0.24% 422 -336 -2.4% Q1 2026 Apr 17, 2026
SMITH, MOORE & CO. History Added to 13,629 807 0.06% 0.06% 423 +385 2.91% Q1 2026 May 05, 2026
WHITE PINE CAPITAL LLC History No change 13,511 800 0.23% 0.22% 424 0 0.0% Q1 2026 May 11, 2026
Advisory Alpha, LLC History Reduced 13,387 792 0.02% 0.02% 425 -164 -1.21% Q1 2026 May 14, 2026
Park Place Capital Corp History Added to 13,331 789 0.16% 0.16% 426 +41 0.31% Q1 2026 Apr 09, 2026
Fortitude Family Office, LLC History No change 13,197 781 0.17% 0.18% 427 0 0.0% Q1 2026 Apr 15, 2026
WorthPointe, LLC History Reduced 13,154 778 0.21% 0.23% 429 -2,205 -14.36% Q1 2026 May 12, 2026
F/m Investments LLC History Reduced 13,136 778 0.05% 0.03% 428 -121 -0.91% Q1 2026 May 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 13,131 777 0.02% 0.01% 430 -1,808 -12.1% Q1 2026 Apr 29, 2026
MGB Wealth Management, LLC History No change 13,366 774 0.22% 0.22% 431 0 0.0% Q4 2025 Feb 17, 2026
Drucker Wealth 3.0, LLC History Added to 13,022 771 0.13% 0.13% 432 +313 2.46% Q1 2026 Apr 23, 2026
HBK Sorce Advisory LLC History Reduced 11,629 754 0.01% 0.02% 433 -59 -0.5% Q1 2026 May 11, 2026
Vawter Financial, Ltd. History No change 12,747 754 0.32% 0.31% 434 0 0.0% Q1 2026 May 15, 2026
COMERICA BANK History No change 12,955 750 0.0% 0.0% 435 0 0.0% Q4 2025 Jan 29, 2026
Balance Wealth, LLC History Reduced 12,501 740 0.23% 0.56% 436 -17,579 -58.44% Q1 2026 Apr 20, 2026
PFG Advisors History Added to 12,453 737 0.04% 0.03% 437 +291 2.39% Q1 2026 May 05, 2026
COURIER CAPITAL LLC History Added to 12,437 736 0.04% 0.04% 438 +844 7.28% Q1 2026 Apr 23, 2026
Sage Mountain Advisors LLC History Reduced 12,313 729 0.05% 0.04% 439 -213 -1.7% Q1 2026 May 11, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 12,237 724 0.41% 0.44% 440 -1,237 -9.18% Q1 2026 Apr 09, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 12,200 722 0.08% 0.08% 441 0 0.0% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 12,191 721 0.0% 0.0% 443 +2,832 30.26% Q1 2026 May 08, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 12,187 721 0.08% 0.08% 442 -48 -0.39% Q1 2026 May 11, 2026
Ascent Group, LLC History Reduced 12,000 710 0.02% 0.02% 444 -412 -3.32% Q1 2026 May 15, 2026
Anfield Capital Management, LLC History Reduced 11,854 701 0.19% 0.22% 445 -5 -0.04% Q1 2026 May 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 11,800 698 0.03% 0.02% 446 +600 5.36% Q1 2026 May 01, 2026
Fiduciary Alliance LLC History Added to 11,064 692 0.04% 0.04% 447 +1,561 16.43% Q1 2026 Apr 20, 2026
ERn Financial, LLC History Reduced 11,684 691 0.13% 0.14% 448 -1,256 -9.71% Q1 2026 Apr 24, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 10,945 686 0.01% 0.02% 449 +4,582 72.01% Q1 2026 May 01, 2026
Maridea Wealth Management LLC History Reduced 11,583 685 0.1% 0.1% 450 -462 -3.84% Q1 2026 Apr 21, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 11,530 682 0.01% 0.01% 451 +1 0.01% Q1 2026 May 01, 2026
CENTAURUS FINANCIAL, INC. History Added to 11,507 681 0.03% 0.01% 452 +9,586 499.01% Q1 2026 May 18, 2026
International Private Wealth Advisors LLC History Added to 11,441 677 0.41% 0.4% 453 +320 2.88% Q1 2026 Apr 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 11,379 673 0.0% 0.0% 454 +1,100 10.7% Q1 2026 May 13, 2026
HB Wealth Management, LLC History Added to 11,276 667 0.0% 0.0% 455 +7,618 208.26% Q1 2026 Apr 27, 2026
Caitlin John, LLC History Reduced 11,259 666 0.4% 0.49% 456 -1,577 -12.29% Q1 2026 May 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,226 664 0.02% 0.02% 457 +1,389 14.12% Q1 2026 May 14, 2026
Garrett Wealth Advisory Group, LLC History Added to 11,183 662 0.12% 0.09% 458 +2,666 31.3% Q1 2026 Apr 27, 2026
Flagship Private Wealth, LLC History Added to 10,913 646 0.26% 0.24% 459 +526 5.06% Q1 2026 Apr 24, 2026
IEQ CAPITAL, LLC History Reduced 10,786 638 0.0% 0.0% 460 -12 -0.11% Q1 2026 May 14, 2026
Investment Planning Advisors, Inc. History Reduced 10,724 635 0.17% 0.18% 461 -33 -0.31% Q1 2026 Apr 23, 2026
WNY Asset Management, LLC History New 10,601 627 0.06% — 463 +10,601 New Q1 2026 May 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 10,601 627 0.04% 0.03% 462 +2,811 36.08% Q1 2026 Apr 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 10,565 625 0.03% 0.02% 464 +4,111 63.7% Q1 2026 Apr 28, 2026
Medallion Wealth Advisors, LLC History Reduced 10,511 622 0.2% 0.21% 465 -68 -0.64% Q1 2026 Apr 24, 2026
SIMON QUICK ADVISORS, LLC History Reduced 10,407 616 0.03% 0.06% 466 -13,097 -55.72% Q1 2026 May 06, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 10,382 614 0.39% 0.38% 467 -223 -2.1% Q1 2026 May 11, 2026
Gambit Capital Management, LLC History Reduced 10,351 612 0.42% 1.73% 468 -31,400 -75.21% Q1 2026 May 14, 2026
Charter Oak Capital Management, LLC History Reduced 10,320 611 0.05% 0.05% 469 -47 -0.45% Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History Reduced 10,271 608 0.0% 0.0% 470 -3,484 -25.33% Q1 2026 May 06, 2026
Revolve Wealth Partners, LLC History Reduced 10,165 601 0.08% 0.07% 471 -465 -4.37% Q1 2026 Apr 10, 2026
Ameritas Advisory Services, LLC History Reduced 10,116 599 0.02% 0.02% 472 -33 -0.33% Q1 2026 May 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 9,635 595 0.08% 0.11% 473 -3,766 -28.1% Q1 2026 Apr 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 10,030 593 0.47% 0.47% 474 -309 -2.99% Q1 2026 Apr 21, 2026
Pine Valley Investments Ltd Liability Co History No change 10,036 581 0.03% 0.03% 475 0 0.0% Q4 2025 Feb 13, 2026
Leslie Global Wealth, LLC History Added to 9,746 577 0.3% 0.25% 476 +46 0.47% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 9,728 576 0.0% 0.0% 477 +329 3.5% Q1 2026 Apr 15, 2026
COMMERCE BANK History Added to 9,549 565 0.0% 0.0% 478 +682 7.69% Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Added to 9,509 563 0.02% 0.01% 479 +5,189 120.12% Q1 2026 May 11, 2026
Fourth Dimension Wealth, LLC History Added to 9,523 563 0.21% 0.2% 480 +116 1.23% Q1 2026 May 11, 2026
Keystone Financial Group History Added to 9,500 562 0.04% 0.04% 481 +654 7.39% Q1 2026 May 13, 2026
Laraway Financial Advisors Inc History Added to 9,490 562 0.4% 0.35% 482 +302 3.29% Q1 2026 May 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 9,470 560 0.16% 0.16% 483 +6 0.06% Q1 2026 Apr 30, 2026
Goldstein Advisors, LLC History No change 9,452 559 0.06% 0.06% 484 0 0.0% Q1 2026 Apr 28, 2026
Gen-Wealth Partners Inc History Reduced 9,411 557 0.18% 0.18% 485 -262 -2.71% Q1 2026 May 08, 2026
McKinley Carter Wealth Services, Inc. History Reduced 9,390 556 0.03% 0.05% 486 -6,327 -40.26% Q1 2026 Apr 20, 2026
Narus Financial Partners, LLC History Reduced 9,366 554 0.15% 0.15% 487 -196 -2.05% Q1 2026 Apr 21, 2026
Lutz Financial Services LLC History No change 9,264 548 0.04% 0.04% 488 0 0.0% Q1 2026 May 04, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 9,098 538 0.97% 0.98% 489 +270 3.06% Q1 2026 Apr 14, 2026
MOTCO History No change 9,028 534 0.05% 0.05% 490 0 0.0% Q1 2026 Apr 22, 2026
Sollinda Capital Management LLC History Added to 8,987 532 0.13% 0.13% 491 +32 0.36% Q1 2026 Apr 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 8,834 523 0.0% 0.0% 492 -476 -5.11% Q1 2026 May 08, 2026
Inspire Advisors, LLC History New 8,800 521 0.04% — 493 +8,800 New Q1 2026 May 15, 2026
Americana Partners, LLC History No change 8,632 511 0.01% 0.01% 494 0 0.0% Q1 2026 May 12, 2026
Claro Advisors Inc. History Added to 8,553 506 0.06% 0.07% 495 +253 3.05% Q1 2026 Apr 21, 2026
UNIVEST FINANCIAL Corp History Reduced 8,515 504 0.03% 0.11% 496 -25,751 -75.15% Q1 2026 May 01, 2026
Tyche Wealth Partners LLC History Reduced 8,505 503 0.08% 0.08% 497 -144 -1.66% Q1 2026 May 06, 2026
Outlook Wealth Advisors, LLC History Reduced 8,482 502 0.12% 0.12% 498 -399 -4.49% Q1 2026 Apr 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 8,477 501 0.02% — 499 +8,477 New Q1 2026 Apr 15, 2026
Neuberger Berman Group LLC History No change 8,424 498 0.0% 0.0% 500 0 0.0% Q1 2026 May 14, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 8,374 495 0.1% 0.1% 501 -676 -7.47% Q1 2026 Apr 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History Reduced 8,279 490 0.27% 0.27% 502 -81 -0.97% Q1 2026 Apr 27, 2026
Ironwood Wealth Management, LLC. History Reduced 8,245 488 0.14% 0.15% 503 -516 -5.89% Q1 2026 Apr 23, 2026
Strategic Financial Concepts, LLC History Reduced 8,221 486 0.12% 0.47% 504 -742 -8.28% Q1 2026 May 12, 2026
Baird Financial Group, Inc. History No change 8,127 481 0.0% 0.0% 505 0 0.0% Q1 2026 May 14, 2026
Convergence Financial, LLC History Added to 8,018 475 0.05% 0.03% 506 +4,012 100.15% Q1 2026 May 11, 2026
Empower Advisory Group, LLC History Reduced 8,007 474 0.0% 0.0% 507 -1,914 -19.29% Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History Added to 7,960 471 0.01% 0.01% 508 +4 0.05% Q1 2026 May 14, 2026
Integrity Wealth Partners, LLC History New 7,943 470 0.42% — 509 +7,943 New Q1 2026 Apr 27, 2026
Hidden Cove Wealth Management, LLC History Reduced 7,917 468 0.3% 0.34% 510 -1,202 -13.18% Q1 2026 Apr 21, 2026
Landmark Wealth Management, LLC History Added to 7,889 467 0.13% 0.17% 511 +260 3.41% Q1 2026 Apr 29, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 7,862 465 0.29% 0.28% 512 0 0.0% Q1 2026 Apr 22, 2026
Texas Yale Capital Corp. History No change 7,850 464 0.01% 0.01% 513 0 0.0% Q1 2026 May 04, 2026
Mystic Asset Management, Inc. History Added to 7,772 460 0.11% 0.1% 515 +326 4.38% Q1 2026 May 08, 2026
Falcon Wealth Planning History Reduced 7,778 460 0.03% 0.04% 514 -241 -3.01% Q1 2026 Apr 20, 2026
Opulen Financial Group LLC History Added to 7,772 460 0.32% 0.32% 516 +134 1.75% Q1 2026 Apr 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 7,732 457 0.04% 0.03% 517 +399 5.44% Q1 2026 Apr 23, 2026
Curi Capital, LLC History Added to 7,484 443 0.01% 0.01% 518 +115 1.56% Q1 2026 May 15, 2026
THOMPSON DAVIS & CO., INC. History No change 7,375 436 0.29% 0.26% 519 0 0.0% Q1 2026 Apr 16, 2026
Valtinson Bruner Financial Planning LLC History Added to 7,282 431 0.12% 0.12% 521 +300 4.3% Q1 2026 May 05, 2026
Destination Wealth Management History Reduced 7,293 431 0.01% 0.01% 520 -158 -2.12% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 7,074 418 0.0% — 522 +7,074 New Q1 2026 May 14, 2026
Sanchez Gaunt Capital Management, LLC History New 7,055 417 0.26% — 524 +7,055 New Q1 2026 Apr 14, 2026
Clearstead Advisors, LLC History Reduced 7,049 417 0.0% 0.01% 523 -699 -9.02% Q1 2026 May 06, 2026
KPP Advisory Services LLC History Added to 7,014 415 0.06% 0.06% 525 +341 5.11% Q1 2026 Apr 24, 2026
WASHINGTON TRUST Co History New 6,979 413 0.01% — 526 +6,979 New Q1 2026 Apr 06, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,965 412 0.01% 0.01% 527 -920 -11.67% Q1 2026 Apr 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 6,949 411 0.01% 0.01% 528 -163 -2.29% Q1 2026 May 05, 2026
Ballentine Partners, LLC History Added to 6,892 408 0.01% 0.0% 529 +2,804 68.59% Q1 2026 May 14, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 6,835 404 0.06% 0.06% 530 +21 0.31% Q1 2026 Apr 16, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 6,478 401 0.02% 0.02% 531 -266 -3.94% Q1 2026 Apr 17, 2026
Values Added Financial LLC History Added to 6,769 400 0.17% 0.15% 532 +651 10.64% Q1 2026 Apr 20, 2026
Astoria Portfolio Advisors LLC. History Added to 6,258 399 0.08% 0.09% 533 +172 2.83% Q1 2026 Apr 28, 2026
Jordan Park Group LLC History Reduced 6,648 393 0.02% 0.03% 534 -2,050 -23.57% Q1 2026 May 11, 2026
Chevy Chase Trust Holdings, LLC History No change 6,566 388 0.0% 0.0% 535 0 0.0% Q1 2026 May 15, 2026
Meridian Wealth Management, LLC History Added to 6,540 387 0.01% 0.01% 536 +2,177 49.9% Q1 2026 May 06, 2026
SFG Wealth Management, LLC. History Added to 6,510 385 0.16% 0.09% 538 +2,732 72.31% Q1 2026 Apr 22, 2026
American Money Management, LLC History No change 6,505 385 0.06% 0.06% 537 0 0.0% Q1 2026 May 11, 2026
SFM, LLC History Reduced 6,497 384 0.23% 0.25% 539 -1,000 -13.34% Q1 2026 Apr 08, 2026
SAX WEALTH ADVISORS, LLC History No change 6,619 383 0.02% 0.02% 540 0 0.0% Q1 2026 Apr 08, 2026
Sigma Planning Corp History Reduced 6,455 382 0.01% 0.01% 541 -494 -7.11% Q1 2026 May 04, 2026
NWAM LLC History Reduced 6,448 381 0.02% 0.02% 542 -101 -1.54% Q1 2026 May 04, 2026
Stegent Equity Advisors, Inc. History Reduced 6,427 380 0.32% 0.53% 543 -5,248 -44.95% Q1 2026 Apr 24, 2026
Stablepoint Partners, LLC History Reduced 6,424 380 0.06% 0.06% 544 -62 -0.96% Q1 2026 Apr 30, 2026
MAI Capital Management History Added to 6,392 378 0.0% 0.0% 545 +963 17.74% Q1 2026 May 15, 2026
Sowell Financial Services LLC History Added to 6,397 378 0.01% 0.01% 546 +747 13.22% Q1 2026 Apr 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,316 374 0.02% 0.01% 547 +2,273 56.22% Q1 2026 Apr 15, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,315 373 0.11% 0.12% 548 0 0.0% Q1 2026 May 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 6,200 367 0.0% — 550 +6,200 New Q1 2026 May 15, 2026
HEADINVEST, LLC History Added to 6,200 367 0.08% 0.05% 549 +2,026 48.54% Q1 2026 May 15, 2026
Camelot Portfolios, LLC History New 6,157 364 0.27% — 551 +6,157 New Q1 2026 May 08, 2026
Cassaday & Co Wealth Management LLC History Added to 6,124 362 0.01% 0.01% 552 +362 6.28% Q1 2026 May 07, 2026
Legacy Financial Strategies, LLC History Added to 6,105 361 0.07% 0.06% 553 +3 0.05% Q1 2026 Apr 30, 2026
Wealth Advisors of Tampa Bay, LLC History No change 6,080 360 0.12% 0.12% 554 0 0.0% Q1 2026 May 14, 2026
Beckerman Institutional, LLC History No change 6,081 360 0.19% 0.2% 555 0 0.0% Q1 2026 May 04, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 6,012 356 0.02% 0.02% 556 -1,310 -17.89% Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Added to 5,924 353 0.02% 0.01% 557 +960 19.34% Q1 2026 May 12, 2026
October Effect Ltd History Added to 5,927 350 0.4% 0.29% 558 +1,439 32.06% Q1 2026 Apr 21, 2026
VestGen Advisors, LLC History Added to 5,422 348 0.01% 0.01% 559 +368 7.28% Q1 2026 May 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 5,872 347 0.15% 0.1% 560 +2,071 54.49% Q1 2026 May 15, 2026
Scarborough Advisors, LLC History Added to 5,849 346 0.04% 0.06% 561 +11 0.19% Q1 2026 May 07, 2026
Balboa Wealth Partners History Reduced 5,831 345 0.06% 0.06% 562 -168 -2.8% Q1 2026 Apr 16, 2026
WealthPoint Financial, LLC History No change 5,894 341 0.3% 0.3% 563 0 0.0% Q1 2026 Apr 23, 2026
Marion Wealth Management History Reduced 5,714 338 0.07% 0.09% 564 -872 -13.24% Q1 2026 May 12, 2026
Vertex Planning Partners, LLC History No change 5,702 337 0.07% 0.08% 565 0 0.0% Q1 2026 May 15, 2026
Sovereign Financial Group, Inc. History Reduced 5,676 336 0.06% 0.06% 567 -134 -2.31% Q1 2026 Apr 17, 2026
Wescott Financial Advisory Group, LLC History Added to 5,690 336 0.03% 0.03% 568 +4 0.07% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,814 336 0.0% 0.0% 566 +1 0.02% Q1 2026 May 15, 2026
SigFig Wealth Management, LLC History Added to 5,625 333 0.01% 0.01% 569 +1,329 30.94% Q1 2026 Apr 14, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 5,592 331 0.12% 0.12% 570 -141 -2.46% Q1 2026 Apr 15, 2026
UMB Bank, n.a. History Added to 5,539 328 0.0% 0.0% 571 +3,907 239.4% Q1 2026 May 11, 2026
Acorn Wealth Advisors, LLC History Added to 5,534 327 0.1% 0.09% 572 +281 5.35% Q1 2026 Apr 30, 2026
APS Management Group, Inc. History Reduced 5,515 326 0.28% 0.27% 573 -38 -0.68% Q1 2026 Apr 15, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 5,495 325 0.07% 0.07% 574 -143 -2.54% Q1 2026 Apr 14, 2026
Safe Harbor Wealth Advisors, LLC History No change 5,228 323 0.31% 0.31% 575 0 0.0% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History Added to 5,190 320 0.09% 0.08% 576 +11 0.21% Q1 2026 Apr 30, 2026
Advisors Capital Management, LLC History Reduced 5,391 319 0.0% 0.0% 577 -396 -6.84% Q1 2026 May 01, 2026
Truepoint, Inc. History Added to 5,390 319 0.01% 0.01% 578 +2 0.04% Q1 2026 May 08, 2026
DAVIS R M INC History Reduced 5,371 318 0.01% 0.01% 579 -1,725 -24.31% Q1 2026 May 13, 2026
BridgePort Financial Solutions, LLC History Reduced 5,375 318 0.09% 0.08% 580 -13 -0.24% Q1 2026 Apr 16, 2026
Innovative Wealth Building LLC History Added to 5,307 314 0.22% 0.22% 582 +36 0.68% Q1 2026 May 01, 2026
Orion Capital Management LLC History No change 5,315 314 0.11% 0.1% 581 0 0.0% Q1 2026 May 14, 2026
Aureum Wealth Management, LLC History New 5,202 308 0.21% — 583 +5,202 New Q1 2026 Apr 22, 2026
Paladin Wealth, LLC History Added to 5,189 307 0.21% 0.18% 585 +705 15.72% Q1 2026 Apr 16, 2026
Canvas Wealth Advisors, LLC History Reduced 5,199 307 0.05% 0.05% 584 -125 -2.35% Q1 2026 Apr 28, 2026
Milestone Asset Management Group, LLC History No change 5,176 306 0.18% 0.17% 586 0 0.0% Q1 2026 May 14, 2026
Latitude Advisors, LLC History Reduced 5,164 305 0.14% 0.13% 588 -45 -0.86% Q1 2026 Apr 27, 2026
Ironwood Financial, llc History No change 5,156 305 0.05% 0.05% 587 0 0.0% Q1 2026 Apr 16, 2026
WLTH Capital Management, LLC History Added to 5,113 302 0.24% 0.25% 590 +1 0.02% Q1 2026 Apr 10, 2026
Capital Advisors, Ltd. LLC History No change 5,100 302 0.03% 0.03% 589 0 0.0% Q1 2026 Apr 16, 2026
Tandem Wealth Advisors LLC History Reduced 5,095 301 0.13% 0.16% 591 -1,122 -18.05% Q1 2026 May 06, 2026
Brown Financial Advisors History Added to 5,093 301 0.11% 0.09% 592 +985 23.98% Q1 2026 May 15, 2026
Continuum Advisory, LLC History Reduced 5,080 300 0.03% 0.03% 593 -50 -0.97% Q1 2026 Apr 22, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 5,055 299 0.0% 0.0% 594 +429 9.27% Q1 2026 May 14, 2026
Diligent Investors, LLC History No change 5,065 299 0.07% 0.07% 595 0 0.0% Q1 2026 Apr 15, 2026
USAdvisors Wealth Management, LLC History Reduced 5,184 298 0.1% 0.1% 596 -122 -2.3% Q1 2026 Apr 27, 2026
Amicus Financial Advisors, LLC History Reduced 4,933 292 0.08% 0.09% 597 -384 -7.22% Q1 2026 Apr 14, 2026
SMI Advisory Services, LLC History Reduced 4,865 291 0.05% 0.07% 598 -2,215 -31.29% Q1 2026 Apr 07, 2026
PCG Wealth Advisors, LLC History Added to 4,900 290 0.07% 0.08% 600 +61 1.26% Q1 2026 Apr 28, 2026
Mattern Wealth Management LLC History No change 4,906 290 0.06% 0.05% 599 0 0.0% Q1 2026 Apr 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,893 289 0.0% 0.0% 601 +282 6.12% Q1 2026 May 04, 2026
EP Wealth Advisors, LLC History New 4,865 288 0.0% — 602 +4,865 New Q1 2026 May 14, 2026
Optimist Retirement Group LLC History Added to 4,817 285 0.13% 0.13% 603 +4 0.08% Q1 2026 May 11, 2026
DECISION INVESTMENTS, INC History Reduced 4,810 284 0.32% 0.32% 604 -300 -5.87% Q1 2026 Apr 21, 2026
Acropolis Investment Management, LLC History Added to 4,788 283 0.01% 0.01% 605 +570 13.51% Q1 2026 Apr 09, 2026
Quartz Partners, LLC History New 4,765 282 0.11% — 606 +4,765 New Q1 2026 May 05, 2026
Valeo Financial Advisors, LLC History Added to 4,753 281 0.01% 0.01% 607 +298 6.69% Q1 2026 May 08, 2026
VANGUARD ADVISERS INC History New 4,701 278 0.0% — 608 +4,701 New Q1 2026 May 08, 2026
PCB Capital LLC History Added to 4,678 277 0.44% 0.39% 610 +429 10.1% Q1 2026 Apr 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 4,688 277 0.2% 0.22% 609 +7 0.15% Q1 2026 Apr 27, 2026
Conservest Capital Advisors, Inc. History New 4,667 276 0.03% — 611 +4,667 New Q1 2026 May 04, 2026
BROWN ADVISORY INC History Added to 4,660 275 0.0% 0.0% 612 +343 7.95% Q1 2026 May 15, 2026
Midwestern Financial, LLC /IA History Added to 4,620 273 0.21% 0.22% 613 +14 0.3% Q1 2026 May 05, 2026
Spectrum Planning & Advisory Services Inc. History Added to 4,584 271 0.13% 0.14% 614 +3 0.07% Q1 2026 Apr 16, 2026
Fullerton Advisors, LLC History Reduced 4,552 269 0.28% 0.27% 616 -212 -4.45% Q1 2026 Apr 21, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 4,552 269 0.04% 0.04% 615 +3 0.07% Q1 2026 Apr 08, 2026
Altrius Capital Management Inc History Added to 4,527 268 0.05% 0.05% 618 +229 5.33% Q1 2026 May 05, 2026
Investmark Advisory Group LLC History No change 4,534 268 0.11% 0.11% 617 0 0.0% Q1 2026 May 15, 2026
XTX Topco Ltd History New 4,514 267 0.0% — 619 +4,514 New Q1 2026 May 15, 2026
Goodman Financial Corp History Reduced 4,481 265 0.05% 0.05% 620 -10 -0.22% Q1 2026 May 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 4,349 257 0.05% 0.07% 622 -1,056 -19.54% Q1 2026 Apr 15, 2026
VANGUARD GROUP INC History No change 4,448 257 0.0% 0.0% 621 0 0.0% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History New 4,308 255 0.0% — 624 +4,308 New Q1 2026 Apr 20, 2026
Dynamic Financial Group History Added to 4,307 255 0.21% 0.21% 623 +1 0.02% Q1 2026 May 12, 2026
Five Oceans Advisors History Reduced 4,278 253 0.09% 0.09% 625 -181 -4.06% Q1 2026 Apr 07, 2026
My Personal CFO, LLC History No change 4,228 250 0.11% 0.1% 626 0 0.0% Q1 2026 Apr 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,209 249 0.0% 0.0% 628 -776 -15.57% Q1 2026 May 11, 2026
Denver PWM, LLC History Reduced 3,853 249 0.09% 0.07% 627 -100 -2.53% Q1 2026 May 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 4,193 248 0.08% 0.08% 629 +178 4.43% Q1 2026 May 12, 2026
WFA of San Diego, LLC History No change 4,163 246 0.2% 0.18% 630 0 0.0% Q1 2026 May 11, 2026
Aegis Wealth Management, Inc. History New 4,144 245 0.19% — 632 +4,144 New Q1 2026 Apr 20, 2026
Tranquility Partners, LLC History Reduced 4,149 245 0.09% 0.09% 631 -139 -3.24% Q1 2026 Apr 20, 2026
Old Port Advisors History Added to 4,049 239 0.06% 0.06% 633 +23 0.57% Q1 2026 Apr 06, 2026
Round Rock Advisors LLC History Reduced 4,025 238 0.04% 0.04% 634 -120 -2.9% Q1 2026 May 15, 2026
True North Advisors, LLC History No change 3,992 236 0.03% 0.03% 635 0 0.0% Q1 2026 May 07, 2026
Vestment Financial LLC History No change 3,679 236 0.11% 0.12% 636 0 0.0% Q1 2026 May 01, 2026
MAYPORT, LLC History New 3,983 235 0.04% — 637 +3,983 New Q1 2026 Apr 21, 2026
US BANCORP \DE\ History No change 3,920 232 0.0% 0.0% 638 0 0.0% Q1 2026 May 14, 2026
Westside Investment Management, Inc. History Reduced 3,868 230 0.04% 0.07% 639 -3,153 -44.91% Q1 2026 May 04, 2026
MSH Capital Advisors LLC History Reduced 3,880 229 0.05% 0.05% 640 -41 -1.05% Q1 2026 May 08, 2026
MATAURO, LLC History Reduced 3,851 228 0.03% 0.04% 641 -1,106 -22.31% Q1 2026 Apr 22, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,843 227 0.01% 0.01% 642 0 0.0% Q1 2026 May 15, 2026
Estate Counselors, LLC History Reduced 3,825 226 0.02% 0.02% 643 -1,035 -21.3% Q1 2026 May 15, 2026
Grey Fox Wealth Advisors, LLC History Added to 3,811 225 0.04% 0.04% 644 +63 1.68% Q1 2026 Apr 21, 2026
Procyon Advisors, LLC History New 3,799 224 0.01% — 646 +3,799 New Q1 2026 May 04, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Reduced 3,793 224 0.09% 0.09% 645 -11 -0.29% Q1 2026 Apr 29, 2026
NORDEN GROUP LLC History Reduced 3,781 223 0.02% 0.02% 647 -94 -2.43% Q1 2026 Apr 15, 2026
Magnolia Private Wealth, LLC History No change 3,742 221 0.15% 0.15% 648 0 0.0% Q1 2026 Apr 21, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 3,711 219 0.07% 0.07% 649 +37 1.01% Q1 2026 Apr 15, 2026
Kraft, Davis & Associates, LLC History Reduced 3,431 218 0.05% 0.36% 651 -22,722 -86.88% Q1 2026 May 01, 2026
NorthRock Partners, LLC History Reduced 3,686 218 0.0% 0.01% 650 -1,828 -33.15% Q1 2026 May 15, 2026
WEALTHGARDEN F.S. LLC History Added to 3,661 216 0.15% 0.15% 652 +22 0.6% Q1 2026 May 04, 2026
ForthRight Wealth Management, LLC History Added to 3,635 215 0.06% 0.06% 653 +136 3.89% Q1 2026 May 12, 2026
NBC SECURITIES, INC. History No change 3,550 210 0.02% 0.02% 654 0 0.0% Q1 2026 Apr 14, 2026
Guardian Wealth Advisors, LLC History Reduced 3,545 209 0.12% 0.12% 655 -120 -3.27% Q1 2026 May 01, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,538 209 0.02% 0.03% 656 0 0.0% Q1 2026 Apr 23, 2026
Uptown Financial Advisors LLC History New 3,513 208 0.17% — 658 +3,513 New Q1 2026 Apr 13, 2026
Certified Advisory Corp History Reduced 3,522 208 0.02% 0.02% 657 -92 -2.55% Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History Added to 3,499 207 0.02% 0.02% 659 +63 1.83% Q1 2026 Apr 08, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 3,483 206 0.1% 0.1% 660 -16 -0.46% Q1 2026 May 05, 2026
Montis Financial, LLC History New 3,434 203 0.04% — 661 +3,434 New Q1 2026 May 11, 2026
Accurate Wealth Management, LLC History New 3,295 203 0.02% — 662 +3,295 New Q1 2026 Apr 22, 2026
Nilsine Partners, LLC History New 3,180 203 0.02% — 663 +3,180 New Q1 2026 Apr 29, 2026
SIGNATUREFD, LLC History Reduced 3,423 202 0.0% 0.0% 664 -153 -4.28% Q1 2026 Apr 07, 2026
ETF Store, Inc. History New 3,400 201 0.2% — 665 +3,400 New Q1 2026 Apr 30, 2026
Smartleaf Asset Management LLC History Added to 3,411 196 0.01% 0.01% 666 +502 17.26% Q1 2026 May 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,195 189 0.01% 0.01% 667 0 0.0% Q1 2026 Apr 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,177 189 0.01% 0.01% 668 0 0.0% Q1 2026 May 01, 2026
JDM Financial Group LLC History Added to 3,159 187 0.07% 0.07% 669 +1 0.03% Q1 2026 May 20, 2026
NFSG Corp History Reduced 3,151 186 0.03% 0.03% 670 -23 -0.72% Q1 2026 May 05, 2026
Barnes Dennig Private Wealth Management LLC History Added to 3,033 179 0.18% 0.05% 671 +2,209 268.08% Q1 2026 Apr 22, 2026
Strategic Investment Advisors / MI History New 3,020 178 0.01% — 672 +3,020 New Q1 2026 May 18, 2026
Ashton Thomas Private Wealth, LLC History New 3,003 177 0.0% — 673 +3,003 New Q1 2026 May 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 2,685 158 0.01% — 674 +2,685 New Q1 2026 May 06, 2026
Triumph Capital Management History Added to 2,606 154 0.03% 0.03% 675 +27 1.05% Q1 2026 May 13, 2026
Rossmore Private Capital History Added to 2,579 152 0.01% 0.01% 677 +1,000 63.33% Q1 2026 May 01, 2026
Strategic Wealth Partners, Ltd. History Reduced 2,580 152 0.01% 0.01% 676 -31 -1.19% Q1 2026 May 12, 2026
Front Row Advisors LLC History No change 2,491 147 0.05% 0.05% 678 0 0.0% Q1 2026 May 19, 2026
Richard W. Paul & Associates, LLC History Reduced 2,438 144 0.05% 0.05% 679 -80 -3.18% Q1 2026 May 13, 2026
POM Investment Strategies, LLC History Reduced 2,197 130 0.16% 1.37% 680 -43,883 -95.23% Q1 2026 May 11, 2026
Team Financial Group, LLC History Added to 2,088 123 0.06% 0.05% 681 +216 11.54% Q1 2026 May 01, 2026
SageView Advisory Group, LLC History No change 2,140 123 0.0% 0.0% 682 0 0.0% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 2,069 122 0.0% 0.0% 683 +1,222 144.27% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History New 2,000 118 0.01% — 685 +2,000 New Q1 2026 May 08, 2026
Longview Financial Advisors LLC History No change 2,009 118 0.06% 0.06% 684 0 0.0% Q1 2026 Apr 20, 2026
CX Institutional History Reduced 1,902 113 0.0% 0.0% 686 -272 -12.51% Q1 2026 Apr 06, 2026
GGM Financial LLC History Reduced 1,892 112 0.05% 0.06% 687 -196 -9.39% Q1 2026 May 11, 2026
WHITTIER TRUST CO History No change 1,851 111 0.0% 0.0% 688 0 0.0% Q1 2026 Apr 28, 2026
Hilltop National Bank History No change 1,776 105 0.02% 0.02% 689 0 0.0% Q1 2026 Apr 02, 2026
Parallel Advisors, LLC History Reduced 1,726 102 0.0% 0.0% 690 -271 -13.57% Q1 2026 May 07, 2026
Napier Financial, LLC History New 1,721 101 0.02% — 691 +1,721 New Q1 2026 May 05, 2026
GILL CAPITAL PARTNERS, LLC History New 1,613 95 0.03% — 693 +1,613 New Q1 2026 Apr 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,620 95 0.01% 0.01% 692 0 0.0% Q1 2026 Apr 28, 2026
Rialto Wealth Management, LLC History Reduced 1,578 93 0.02% 0.06% 694 -2,569 -61.95% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Reduced 1,503 89 0.0% 0.0% 695 -1,021 -40.45% Q1 2026 May 08, 2026
Spire Wealth Management History No change 1,513 89 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 22, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,506 89 0.07% 0.06% 697 0 0.0% Q1 2026 Apr 02, 2026
Root Financial Partners, LLC History Added to 1,392 82 0.0% 0.0% 699 +907 187.01% Q1 2026 Apr 24, 2026
Paladin Advisory Group, LLC History No change 1,390 82 0.06% 0.06% 698 0 0.0% Q1 2026 Apr 30, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 1,352 80 0.0% 0.0% 700 +700 107.36% Q1 2026 May 05, 2026
Strive Financial Group ,LLC History Reduced 1,292 77 0.04% 0.04% 701 -20 -1.52% Q1 2026 May 15, 2026
TOMPKINS FINANCIAL CORP History Added to 1,257 74 0.01% 0.0% 702 +406 47.71% Q1 2026 Apr 09, 2026
WealthShield Partners, LLC History Added to 1,251 74 0.01% 0.01% 703 +4 0.32% Q1 2026 May 01, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,230 73 0.0% 0.0% 704 0 0.0% Q1 2026 Apr 28, 2026
CAPITAL & PLANNING, LLC History New 1,228 72 0.04% — 706 +1,228 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 1,217 72 0.0% 0.0% 705 +24 2.01% Q1 2026 Apr 27, 2026
Graney & King, LLC History Added to 1,182 69 0.04% 0.04% 708 +34 2.96% Q1 2026 May 18, 2026
Litman Gregory Wealth Management LLC History No change 1,200 69 0.01% 0.01% 707 0 0.0% Q4 2025 Feb 12, 2026
PROTECTIVE LIFE CORP History New 1,104 65 0.22% — 709 +1,104 New Q1 2026 May 13, 2026
ADVISORTRUST PARTNERS, LLC History New 1,057 62 0.03% — 711 +1,057 New Q1 2026 May 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,059 62 0.01% 0.01% 710 0 0.0% Q1 2026 Apr 23, 2026
BARCLAYS PLC History New 1,000 59 0.0% — 712 +1,000 New Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 969 57 0.0% 0.01% 713 -287,100 -99.66% Q1 2026 May 12, 2026
DecisionPoint Financial, LLC History Added to 963 57 0.01% 0.01% 714 +211 28.06% Q1 2026 May 06, 2026
Walsh & Associates, LLC History Added to 956 56 0.06% 0.05% 715 +50 5.52% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 905 53 0.0% 0.0% 716 -179 -16.51% Q1 2026 Apr 20, 2026
Millstone Evans Group, LLC History No change 900 53 0.03% 0.03% 717 0 0.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 873 51 0.0% 0.0% 718 -22 -2.46% Q1 2026 May 13, 2026
PARK NATIONAL CORP /OH/ History New 840 49 0.0% — 719 +840 New Q1 2026 Apr 16, 2026
Ancora Advisors LLC History No change 806 47 0.0% 0.0% 720 0 0.0% Q1 2026 May 15, 2026
Crewe Advisors LLC History Added to 750 44 0.0% 0.0% 721 +216 40.45% Q1 2026 May 07, 2026
Caldwell Trust Co History No change 758 44 0.0% 0.0% 722 0 0.0% Q1 2026 Apr 22, 2026
Silver Grove Financial Group, Inc. History New 743 43 0.03% — 725 +743 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 732 43 0.0% 0.0% 724 +1 0.14% Q1 2026 May 07, 2026
CENTRAL TRUST Co History No change 731 43 0.0% 0.0% 723 0 0.0% Q1 2026 Apr 17, 2026
Synergy Investment Management, LLC History New 711 42 0.01% — 726 +711 New Q1 2026 May 14, 2026
MATHER GROUP, LLC. History New 708 41 0.0% — 728 +708 New Q1 2026 Apr 13, 2026
GAMMA Investing LLC History New 706 41 0.0% — 729 +706 New Q1 2026 Apr 06, 2026
Signature Equity Partners, LLC History New 702 41 0.02% — 730 +702 New Q1 2026 May 13, 2026
IMA Advisory Services, Inc. History No change 700 41 0.0% 0.0% 727 0 0.0% Q1 2026 May 06, 2026
BROWN, LISLE/CUMMINGS, INC. History New 689 40 0.01% — 732 +689 New Q1 2026 Apr 17, 2026
Collier Financial History No change 690 40 0.03% 0.03% 731 0 0.0% Q1 2026 May 11, 2026
Winch Advisory Services, LLC History Added to 642 38 0.01% 0.01% 733 +2 0.31% Q1 2026 Apr 30, 2026
Dunhill Financial, LLC History New 601 35 0.01% — 735 +601 New Q1 2026 May 06, 2026
EverSource Wealth Advisors, LLC History Added to 593 35 0.0% 0.0% 734 +228 62.47% Q1 2026 May 15, 2026
Opal Wealth Advisors, LLC History New 568 33 0.01% — 737 +568 New Q1 2026 Apr 14, 2026
SITTNER & NELSON, LLC History No change 565 33 0.01% 0.01% 736 0 0.0% Q1 2026 May 11, 2026
Realta Investment Advisors History Added to 513 30 0.01% 0.0% 739 +340 196.53% Q1 2026 Apr 22, 2026
GHP Investment Advisors, Inc. History Added to 515 30 0.0% 0.0% 738 +2 0.39% Q1 2026 Apr 21, 2026
LRI Investments, LLC History No change 509 30 0.0% 0.0% 740 0 0.0% Q1 2026 Apr 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 460 29 0.0% 0.0% 741 0 0.0% Q1 2026 May 06, 2026
AMERIFLEX GROUP, INC. History No change 496 29 0.01% 0.01% 742 0 0.0% Q1 2026 May 15, 2026
Ascentis Independent Advisors History New 483 28 0.0% — 746 +483 New Q1 2026 Apr 28, 2026
Comprehensive Financial Planning, Inc./PA History Added to 698 28 0.02% 0.01% 745 +342 96.07% Q1 2026 Apr 07, 2026
Stone House Investment Management, LLC History Reduced 478 28 0.01% 0.0% 743 -57 -10.65% Q1 2026 Apr 22, 2026
Center for Financial Planning, Inc. History Reduced 481 28 0.0% 0.0% 744 -32 -6.24% Q1 2026 May 04, 2026
Destiny Wealth Partners, LLC History New 461 27 0.0% — 747 +461 New Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History No change 425 25 0.0% 0.0% 748 0 0.0% Q1 2026 May 15, 2026
Essential Partners LLC History No change 428 25 0.01% 0.01% 749 0 0.0% Q1 2026 May 21, 2026
ORG Partners LLC History No change 430 24 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 14, 2026
Bernard Wealth Management Corp. History Reduced 375 22 0.01% 0.01% 752 -190 -33.63% Q1 2026 May 14, 2026
GPS Wealth Strategies Group, LLC History No change 392 22 0.02% 0.02% 751 0 0.0% Q4 2025 Feb 06, 2026
Covestor Ltd History Added to 358 21 0.01% 0.0% 753 +203 130.97% Q1 2026 May 05, 2026
Trust Co History Added to 331 19 0.0% 0.0% 754 +140 73.3% Q1 2026 Apr 13, 2026
ROGCO, LP History New 318 18 0.01% — 755 +318 New Q1 2026 May 04, 2026
HFM Investment Advisors, LLC History Added to 296 17 0.01% 0.0% 757 +117 65.36% Q1 2026 May 01, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 294 17 0.0% 0.0% 756 -79 -21.18% Q1 2026 May 01, 2026
Main Street Group, LTD History New 268 15 0.0% — 761 +268 New Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 257 15 0.0% — 760 +257 New Q1 2026 May 08, 2026
Meramec Financial Planners, LLC History New 240 15 0.01% — 762 +240 New Q1 2026 Apr 27, 2026
Coston, McIsaac & Partners History Added to 262 15 0.0% 0.0% 759 +93 55.03% Q1 2026 Apr 22, 2026
Cranbrook Wealth Management, LLC History Added to 261 15 0.0% 0.0% 758 +8 3.16% Q1 2026 Apr 15, 2026
Key Capital Management, INC History New 247 14 0.01% — 763 +247 New Q1 2026 May 07, 2026
North Ridge Wealth Advisors, Inc. History Reduced 226 13 0.01% 0.01% 764 -59 -20.7% Q1 2026 May 14, 2026
Lodestone Wealth Management LLC History No change 204 12 0.0% 0.0% 765 0 0.0% Q1 2026 May 01, 2026
Oakworth Capital, Inc. History No change 199 11 0.0% 0.0% 766 0 0.0% Q1 2026 Apr 24, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 190 11 0.0% 0.0% 767 0 0.0% Q1 2026 Apr 29, 2026
Topsail Wealth Management, LLC History No change 189 11 0.0% 0.0% 768 0 0.0% Q1 2026 Apr 21, 2026
CITIGROUP INC History Added to 174 10 0.0% 0.0% 769 +41 30.83% Q1 2026 May 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 181 10 0.0% 0.0% 770 -39 -17.73% Q1 2026 Apr 29, 2026
Vermillion Wealth Management, Inc. History Added to 164 9 0.0% 0.0% 771 +1 0.61% Q1 2026 Apr 17, 2026
Abound Wealth Management History New 151 8 0.0% — 774 +151 New Q1 2026 Apr 10, 2026
Quest 10 Wealth Builders, Inc. History Added to 139 8 0.01% 0.01% 772 +22 18.8% Q1 2026 May 06, 2026
BLUELINE ADVISORS LLC History Reduced 146 8 0.01% 0.01% 773 -10 -6.41% Q1 2026 Apr 07, 2026
Hanson & Doremus Investment Management History New 119 7 0.0% — 777 +119 New Q1 2026 Apr 17, 2026
Transamerica Financial Advisors, LLC History Added to 121 7 0.0% — 775 +110 1000.0% Q1 2026 May 15, 2026
BFSG, LLC History No change 125 7 0.0% 0.0% 776 0 0.0% Q1 2026 Apr 28, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 105 6 0.0% 0.0% 779 +27 34.62% Q1 2026 May 13, 2026
MASECO LLP History Reduced 107 6 0.0% 0.0% 782 -4 -3.6% Q1 2026 Apr 21, 2026
Frazier Financial Advisors, LLC History Added to 117 6 0.0% 0.0% 780 +1 0.86% Q1 2026 May 05, 2026
FINANCIAL CONSULATE, INC History No change 118 6 0.0% 0.0% 778 0 0.0% Q1 2026 Apr 21, 2026
REAP Financial Group, LLC History No change 103 6 0.0% 0.0% 781 0 0.0% Q1 2026 May 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 90 5 0.0% 0.0% 783 0 0.0% Q1 2026 Apr 13, 2026
Asset Dedication, LLC History No change 88 5 0.0% 0.0% 784 0 0.0% Q4 2025 Jan 26, 2026
CVA Family Office, LLC History No change 100 5 0.0% 0.0% 785 0 0.0% Q1 2026 Apr 29, 2026
Atlantic Private Wealth, LLC History No change 91 5 0.0% 0.0% 786 0 0.0% Q1 2026 May 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 90 5 0.0% 0.0% 787 0 0.0% Q1 2026 May 06, 2026
Breakwater Investment Management History No change 90 5 0.0% 0.0% 788 0 0.0% Q1 2026 May 14, 2026
Kingdom Financial Group LLC. History Reduced 78 4 0.0% 0.01% 792 -220 -73.83% Q1 2026 May 13, 2026
Merkkuri Wealth Advisors LLC History New 84 4 0.0% — 796 +84 New Q1 2026 Apr 21, 2026
Lloyd Advisory Services, LLC. History New 78 4 0.0% — 795 +78 New Q1 2026 May 13, 2026
Pacifica Partners Inc. History New 71 4 0.0% — 794 +71 New Q1 2026 Apr 09, 2026
Sound Income Strategies, LLC History Added to 68 4 0.0% 0.0% 790 +25 58.14% Q1 2026 Apr 27, 2026
FAS Wealth Partners, Inc. History No change 82 4 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 18, 2026
Carolina Wealth Advisors, LLC History No change 70 4 0.0% 0.0% 791 0 0.0% Q1 2026 Apr 07, 2026
IMG Wealth Management, Inc. History No change 73 4 0.0% 0.0% 793 0 0.0% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 62 3 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 52 3 0.0% 0.0% 798 0 0.0% Q1 2026 Apr 14, 2026
Johnson Financial Group, Inc. History No change 54 3 0.0% 0.0% 799 0 0.0% Q1 2026 May 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 55 3 0.0% 0.0% 800 0 0.0% Q4 2025 Jan 20, 2026
Community Bank, N.A. History No change 45 2 0.0% 0.0% 801 0 0.0% Q1 2026 May 12, 2026
TUCKER ASSET MANAGEMENT LLC History No change 45 2 0.0% 0.0% 802 0 0.0% Q4 2025 Feb 05, 2026
FIDUCIARY ADVISORS, INC. History No change 45 2 0.0% 0.0% 803 0 0.0% Q1 2026 Apr 16, 2026
Copia Wealth Management History New 27 1 0.0% — 810 +27 New Q1 2026 May 04, 2026
PlanVest Financial, Inc History New 27 1 0.0% — 811 +27 New Q1 2026 May 14, 2026
Truvestments Capital LLC History New 19 1 0.0% — 809 +19 New Q1 2026 May 13, 2026
Archer Investment Corp History Added to 30 1 0.0% 0.0% 805 +6 25.0% Q1 2026 May 04, 2026
BROWN BROTHERS HARRIMAN & CO History No change 27 1 0.0% 0.0% 804 0 0.0% Q1 2026 May 14, 2026
SHP Wealth Management History No change 22 1 0.0% 0.0% 806 0 0.0% Q1 2026 May 08, 2026
Fortis Group Advisors, LLC History No change 20 1 0.0% 0.0% 807 0 0.0% Q1 2026 May 08, 2026
Running Point Capital Advisors, LLC History No change 23 1 0.0% 0.0% 808 0 0.0% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.11% — -218,396 -100.0% Q1 2026 Apr 07, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.2% — -79,375 -100.0% Q1 2026 May 12, 2026
SOL Capital Management CO History Closed out 0 0 — 0.36% — -68,375 -100.0% Q1 2026 Apr 24, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 — 0.01% — -62,200 -100.0% Q1 2026 May 14, 2026
Charles Schwab Trust Co History Closed out 0 0 — 0.16% — -41,854 -100.0% Q1 2026 Apr 10, 2026
JSF Financial, LLC History Closed out 0 0 — 0.44% — -36,431 -100.0% Q1 2026 May 07, 2026
Pinnacle Family Advisors, LLC History Closed out 0 0 — 0.58% — -22,855 -100.0% Q1 2026 May 14, 2026
Strategic Financial Planning, Inc. History Closed out 0 0 — 0.59% — -17,904 -100.0% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Closed out 0 0 — 0.0% — -17,100 -100.0% Q1 2026 Apr 22, 2026
Bleakley Financial Group, LLC History Closed out 0 0 — 0.01% — -11,467 -100.0% Q1 2026 May 04, 2026
NATIXIS ADVISORS, LLC History Closed out 0 0 — 0.0% — -10,427 -100.0% Q1 2026 May 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History Closed out 0 0 — 0.01% — -7,275 -100.0% Q1 2026 May 13, 2026
Spinnaker Investment Group, LLC History Closed out 0 0 — 0.07% — -6,365 -100.0% Q1 2026 Apr 08, 2026
Advisor OS, LLC History Closed out 0 0 — 0.03% — -5,907 -100.0% Q1 2026 May 07, 2026
MJP ASSOCIATES INC /ADV History Closed out 0 0 — 0.04% — -5,852 -100.0% Q1 2026 May 05, 2026
Barnes Wealth Management Group, Inc History Closed out 0 0 — 0.17% — -5,386 -100.0% Q1 2026 May 15, 2026
WealthPLAN Partners, LLC History Closed out 0 0 — 0.05% — -5,230 -100.0% Q1 2026 Apr 29, 2026
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -5,103 -100.0% Q1 2026 May 05, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Closed out 0 0 — 0.3% — -4,947 -100.0% Q1 2026 Apr 15, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -4,935 -100.0% Q1 2026 May 14, 2026
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 0.0% — -4,522 -100.0% Q1 2026 Apr 27, 2026
Capital CS Group, LLC History Closed out 0 0 — 0.4% — -4,495 -100.0% Q1 2026 May 13, 2026
Precision Wealth Strategies, LLC History Closed out 0 0 — 0.08% — -4,047 -100.0% Q1 2026 May 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Closed out 0 0 — 0.02% — -3,990 -100.0% Q1 2026 Apr 24, 2026
Professional Financial Advisors, LLC History Closed out 0 0 — 0.04% — -3,516 -100.0% Q1 2026 Apr 13, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.01% — -3,516 -100.0% Q1 2026 May 01, 2026
STEPHENS INC /AR/ History Closed out 0 0 — 0.0% — -3,489 -100.0% Q1 2026 Apr 28, 2026
Maia Wealth LLC History Closed out 0 0 — 0.03% — -3,258 -100.0% Q1 2026 May 08, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.06% — -2,214 -100.0% Q1 2026 Apr 30, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.02% — -1,232 -100.0% Q1 2026 May 15, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.05% — -918 -100.0% Q1 2026 Apr 16, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -601 -100.0% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -572 -100.0% Q1 2026 May 04, 2026
Compass Financial Services Inc History Closed out 0 0 — 0.01% — -553 -100.0% Q1 2026 May 01, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -535 -100.0% Q1 2026 May 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -314 -100.0% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History Closed out 0 0 — 0.0% — -300 -100.0% Q1 2026 May 13, 2026
Safe Harbor Fiduciary, LLC History Closed out 0 0 — 0.01% — -233 -100.0% Q1 2026 May 15, 2026
Wilkerson Advisory Group LLC History Closed out 0 0 — 0.0% — -229 -100.0% Q1 2026 May 08, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 0.01% — -226 -100.0% Q1 2026 Apr 07, 2026
First Pacific Financial History Closed out 0 0 — 0.0% — -164 -100.0% Q1 2026 Apr 23, 2026
HOEY INVESTMENTS, INC History Closed out 0 0 — 0.0% — -124 -100.0% Q1 2026 Apr 28, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -101 -100.0% Q1 2026 Apr 03, 2026
Manchester Capital Management LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 May 11, 2026
PITTENGER & ANDERSON INC History Closed out 0 0 — 0.0% — -79 -100.0% Q1 2026 May 01, 2026
Woodside Wealth Management LLC History Closed out 0 0 — 0.0% — -66 -100.0% Q1 2026 Apr 13, 2026
Security National Bank History Closed out 0 0 — 0.0% — -53 -100.0% Q1 2026 Apr 16, 2026
Pillar Financial Advisors, LLC History Closed out 0 0 — 0.0% — -41 -100.0% Q1 2026 May 07, 2026
Beaird Harris Wealth Management, LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q1 2026 May 14, 2026
CALDWELL SUTTER CAPITAL, INC. History Closed out 0 0 — 0.0% — -24 -100.0% Q1 2026 May 05, 2026
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — — — -16 -100.0% Q1 2026 May 07, 2026
Networth Advisors, LLC History New 14 0 — — — +14 New Q1 2026 Apr 22, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 9 0 — — — +9 New Q1 2026 May 08, 2026
Community Financial Services Group, LLC History New 7 0 — — — +7 New Q1 2026 Apr 08, 2026
Parkside Financial Bank & Trust History New 1 0 — — — +1 New Q1 2026 May 13, 2026
Fairway Wealth LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 Apr 23, 2026
Cheviot Value Management, LLC History No change 9 0 — — — 0 0.0% Q1 2026 May 12, 2026
Investment Research & Advisory Group, Inc. History No change 2 0 — — — 0 0.0% Q1 2026 Apr 20, 2026
EPG Wealth Management LLC History No change 10 0 — — — 0 0.0% Q1 2026 May 07, 2026
SOA Wealth Advisors, LLC. History No change 1 0 — — — 0 0.0% Q1 2026 May 20, 2026
Private Wealth Asset Management, LLC History No change 5 0 — — — 0 0.0% Q1 2026 May 06, 2026
Evolution Advisers, Inc. History No change 15 0 — — — 0 0.0% Q1 2026 May 01, 2026
RHL GROUP, LLC History No change 2 0 — — — 0 0.0% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History No change 10 0 — — — 0 0.0% Q1 2026 May 11, 2026