SPDR S&P 500 ETF TRUST - SPY

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
JANE STREET GROUP, LLC History Added to 199,908,899 130,008,753 16.73% 14.48% 1 +59,338,707 42.21% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 190,466,180 123,867,775 13.87% 8.91% 2 +77,033,233 67.91% Q1 2026 May 15, 2026
CTC LLC History Reduced 1,013,094 65,885,555 30.34% 31.62% 3 -56,893 -5.32% Q1 2026 May 21, 2026
CITADEL ADVISORS LLC History Added to 64,565,975 41,989,836 6.79% 5.93% 4 +6,658,027 11.5% Q1 2026 May 15, 2026
Belvedere Trading LLC History Added to 52,413,304 34,086,468 40.37% 33.77% 5 +6,299,150 13.66% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 50,435,151 32,799,996 7.88% 17.54% 6 -56,725,425 -52.93% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 48,934,026 31,823,754 3.65% 3.49% 7 +7,161,072 17.14% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 45,790,886 28,938,468 1.86% 1.91% 8 +1,230,464 2.76% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 40,502,730 26,340,547 1.59% 1.19% 9 +11,178,224 38.12% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 32,276,125 20,990,455 1.53% 1.53% 10 +1,472,426 4.78% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 26,509,233 17,240,017 3.02% 2.84% 11 +911,529 3.56% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 22,925,517 14,909,380 0.26% 0.37% 12 -9,020,318 -28.24% Q1 2026 May 13, 2026
ALKEON CAPITAL MANAGEMENT LLC History Reduced 21,000,000 13,657,140 22.95% 24.12% 13 -1,331,500 -5.96% Q1 2026 May 14, 2026
UBS Group AG History Added to 20,312,766 13,210,204 1.98% 2.0% 14 +2,215,367 12.24% Q1 2026 May 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 17,093,524 11,116,602 19.36% 27.84% 15 -3,762,556 -18.04% Q1 2026 May 15, 2026
Castle Hook Partners LP History Reduced 165,942 10,791,872 46.04% 18.08% 16 -6,217,258 -97.4% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 13,839,818 9,000,587 1.19% 1.2% 17 +41,889 0.3% Q1 2026 May 14, 2026
Lido Advisors, LLC History Added to 13,703,042 8,918,923 27.28% 27.41% 18 +198,310 1.47% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 13,330,486 8,669,347 1.63% 3.58% 19 -15,500,630 -53.76% Q1 2026 May 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 12,656,607 8,231,098 3.07% 3.18% 20 -813,955 -6.04% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 12,266,800 7,977,590 20.69% 21.36% 21 -3,616,073 -22.77% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 10,181,667 6,621,545 1.76% 1.93% 22 -183,094 -1.77% Q1 2026 May 06, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 9,075,000 5,901,836 77.13% 66.2% 23 +1,950,000 27.37% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 9,005,674 5,856,750 17.94% 16.75% 24 +2,278,473 33.87% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 7,401,017 4,813,177 5.65% 3.02% 25 +3,245,217 78.09% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 6,906,576 4,491,622 11.21% 15.4% 26 -247,844 -3.46% Q1 2026 May 14, 2026
Two Seas Capital LP History Added to 6,468,600 4,206,789 58.8% 52.08% 27 +2,761,600 74.5% Q1 2026 May 15, 2026
Capula Management Ltd History Added to 6,357,122 4,134,290 29.4% 20.23% 28 +436,345 7.37% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 6,144,822 3,996,223 5.18% 1.6% 29 +4,293,530 231.92% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 6,112,403 3,975,140 2.45% 2.57% 30 +160,413 2.7% Q1 2026 May 07, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,010,953 3,884,180 1.89% 1.95% 31 +305,404 11.29% Q1 2026 May 12, 2026
PointState Capital LP History New 5,100,000 3,316,734 42.0% 32 +5,100,000 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 4,929,022 3,205,540 1.33% 1.98% 33 -1,965,316 -28.51% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,700,591 3,052,363 0.94% 1.13% 34 -629,235 -11.81% Q1 2026 May 14, 2026
Bridgewater Associates, LP History Reduced 4,364,862 2,838,644 12.67% 11.08% 35 -90,551 -2.03% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Added to 4,267,247 2,775,162 3.98% 0.21% 36 +4,062,850 1987.72% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 4,269,557 2,737,601 19.16% 15.22% 37 +1,082,661 33.97% Q1 2026 May 14, 2026
FMR LLC History Reduced 4,166,717 2,709,783 0.14% 0.15% 38 -85,254 -2.01% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 4,167,236 2,708,408 3.29% 3.39% 39 -76,555 -1.8% Q1 2026 May 14, 2026
RK Capital Management, LLC/FL History Added to 9,580,263 2,567,851 98.59% 0.18% 40 +9,569,996 93211.22% Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 3,936,697 2,560,191 1.09% 3.25% 41 -6,875,047 -63.59% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,903,472 2,538,584 1.47% 1.51% 42 -162,337 -3.99% Q1 2026 May 08, 2026
Pentwater Capital Management LP History Added to 3,592,500 2,336,346 12.12% 8.23% 43 +1,297,500 56.54% Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Reduced 3,564,935 2,322,958 10.05% 10.49% 44 -74,705 -2.05% Q1 2026 May 15, 2026
CANTOR FITZGERALD, L. P. History New 3,500,000 2,276,190 33.59% 45 +3,500,000 New Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,432,710 2,232,428 2.68% 2.55% 46 -11,205 -0.33% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Added to 3,314,264 2,155,398 2.91% 2.99% 47 +21,830 0.66% Q1 2026 Apr 27, 2026
Jain Global LLC History Added to 3,232,484 2,102,213 8.68% 6.34% 48 +1,309,960 68.14% Q1 2026 May 15, 2026
Creative Planning History Reduced 2,956,006 1,922,409 1.3% 1.47% 49 -58,746 -1.95% Q1 2026 May 12, 2026
Rockefeller Capital Management L.P. History Added to 2,946,267 1,916,079 3.4% 3.48% 50 +109,457 3.86% Q1 2026 May 14, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Added to 2,924,035 1,901,616 25.95% 16.97% 51 +1,357,018 86.6% Q1 2026 May 15, 2026
Sanders Capital, LLC History Added to 2,923,008 1,900,949 2.26% 1.61% 52 +872,370 42.54% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,925,798 1,900,702 0.44% 0.48% 53 -221,686 -7.04% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 2,889,197 1,878,960 3.02% 4.9% 54 -1,403,340 -32.69% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 2,864,113 1,862,647 3.46% 2.66% 55 +759,583 36.09% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 2,848,742 1,852,650 1.5% 1.52% 56 +76,740 2.77% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Added to 2,802,707 1,822,737 1.93% 1.5% 57 +795,257 39.62% Q1 2026 May 05, 2026
Bank of New York Mellon Corp History Reduced 2,710,096 1,762,484 0.32% 0.34% 58 -79,783 -2.86% Q1 2026 May 05, 2026
Walleye Trading LLC History Reduced 2,660,400 1,730,164 2.88% 2.79% 59 -208,968 -7.28% Q1 2026 May 08, 2026
OLD MISSION CAPITAL LLC History Added to 49,288,762 1,728,770 27.43% 27.01% 60 +9,616,962 24.24% Q1 2026 May 15, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 2,617,832 1,702,480 13.11% 13.09% 61 0 0.0% Q1 2026 Apr 28, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,584,704 1,680,936 0.45% 0.5% 62 +111,705 4.52% Q1 2026 May 04, 2026
Calamos Advisors LLC History Added to 2,414,103 1,623,957 5.75% 4.18% 63 +747,036 44.81% Q1 2026 May 04, 2026
Point72 Asset Management, L.P. History Reduced 2,496,600 1,623,638 2.08% 3.24% 64 -1,758,400 -41.33% Q1 2026 May 15, 2026
CastleKnight Management LP History Added to 2,490,000 1,619,346 27.0% 18.35% 65 +1,275,000 104.94% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 2,397,370 1,559,217 2.2% 2.09% 66 +88,721 3.84% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 2,429,375 1,465,581 1.63% 1.83% 67 -424,076 -14.86% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 2,179,433 1,417,372 1.53% 0.48% 68 +1,623,107 291.75% Q1 2026 Apr 16, 2026
Pathstone Holdings, LLC History Reduced 2,176,821 1,416,428 5.63% 5.83% 69 -40,607 -1.83% Q1 2026 May 11, 2026
ARMISTICE CAPITAL, LLC History Reduced 2,100,000 1,365,714 24.28% 24.34% 70 -900,000 -30.0% Q1 2026 May 15, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 2,000,882 1,304,864 7.85% 8.74% 71 +19,071 0.96% Q1 2026 May 12, 2026
Blackstone Inc. History Reduced 1,916,328 1,246,264 4.87% 7.13% 72 -731,782 -27.63% Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History Reduced 1,912,433 1,243,731 3.27% 3.17% 73 -135,404 -6.61% Q1 2026 May 15, 2026
Cetera Investment Advisers History Reduced 1,820,359 1,178,485 1.25% 1.36% 74 -17,484 -0.95% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Added to 1,807,103 1,175,231 1.92% 0.47% 75 +1,383,105 326.21% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 1,760,252 1,144,762 4.76% 1.48% 76 +1,054,328 149.35% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Reduced 1,714,973 1,115,315 7.64% 10.7% 77 -1,357,117 -44.18% Q1 2026 May 07, 2026
D. E. Shaw & Co., Inc. History Reduced 1,645,510 1,070,140 0.64% 2.04% 78 -3,801,040 -69.79% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 1,627,679 1,058,626 0.97% 1.03% 79 -50,185 -2.99% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,619,363 1,053,136 1.47% 1.58% 80 -117,330 -6.76% Q1 2026 Apr 27, 2026
STATE STREET CORP History Reduced 1,594,625 1,040,014 0.04% 0.04% 81 -70,266 -4.22% Q1 2026 May 15, 2026
Cavalier Investments, LLC History Added to 1,577,679 1,026,027 27.74% 34.45% 82 +594,420 60.45% Q1 2026 May 15, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,572,253 1,022,492 11.21% 10.78% 83 +203,050 14.83% Q1 2026 Apr 29, 2026
Mariner, LLC History Reduced 1,507,932 979,326 1.14% 1.23% 84 -1,240 -0.08% Q1 2026 May 13, 2026
TOMS Capital Investment Management LP History Reduced 1,500,000 975,510 25.58% 42.95% 85 -1,500,000 -50.0% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 1,543,318 965,525 1.38% 1.41% 86 -26,807,662 -94.56% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 1,453,054 944,979 6.13% 3.55% 87 +125,688 9.47% Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 1,390,820 904,506 2.73% 2.86% 88 -128,384 -8.45% Q1 2026 May 05, 2026
LMR Partners LLP History Added to 1,377,939 896,128 1.97% 0.41% 89 +1,060,533 334.13% Q1 2026 May 15, 2026
Trustees of Columbia University in the City of New York History Added to 1,369,552 890,674 99.97% 99.6% 90 +157,655 13.01% Q1 2026 May 15, 2026
MACQUARIE GROUP LTD History Added to 1,340,025 871,471 5.2% 0.59% 91 +1,142,000 576.69% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Reduced 1,318,200 857,278 2.27% 3.69% 92 -2,745,900 -67.56% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 1,294,890 842,784 1.23% 1.33% 93 -36,822 -2.77% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 1,290,709 839,399 17.07% 5.67% 94 +713,432 123.59% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 1,284,545 835,390 2.88% 1.88% 95 +446,561 53.29% Q1 2026 May 13, 2026
Power Alpha Investment Ltd History Reduced 1,258,151 818,225 93.59% 92.14% 96 -56,290 -4.28% Q1 2026 May 08, 2026
Norinchukin Bank, The History No change 1,233,000 801,869 9.36% 9.8% 97 0 0.0% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,214,328 789,726 0.68% 0.69% 98 -9,764 -0.8% Q1 2026 May 15, 2026
SOROS FUND MANAGEMENT LLC History Added to 1,213,400 789,122 8.65% 2.3% 99 +921,747 316.04% Q1 2026 May 15, 2026
Trust Asset Management LLC History Reduced 1,204,318 783,216 56.09% 56.37% 100 -7,627 -0.63% Q1 2026 Apr 20, 2026
NATIXIS History Added to 1,173,049 762,880 2.73% 2.65% 101 +79,173 7.24% Q1 2026 May 14, 2026
Pure Financial Advisors, LLC History Added to 1,128,423 733,858 10.53% 12.01% 102 +33,307 3.04% Q1 2026 Apr 10, 2026
Cohen Klingenstein LLC History Reduced 1,110,929 722,481 23.38% 23.31% 103 -13,944 -1.24% Q1 2026 Apr 15, 2026
Proem Advisors LLC History Added to 1,100,000 715,374 42.67% 46.48% 104 +500,000 83.33% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 1,081,421 703,291 9.12% 14.81% 105 -374,639 -25.73% Q1 2026 May 15, 2026
BBR PARTNERS, LLC History Added to 1,067,347 694,138 38.74% 38.26% 106 +21,771 2.08% Q1 2026 May 12, 2026
Finepoint Capital LP History Reduced 1,054,700 685,913 35.13% 53.54% 107 -518,500 -32.96% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 1,053,216 682,666 0.36% 0.14% 108 +682,255 183.92% Q1 2026 Apr 30, 2026
FSC Wealth Advisors, LLC History Reduced 1,017 661,415 12.63% 12.39% 109 -10,182 -90.92% Q1 2026 Apr 20, 2026
Yaupon Capital Management LP History Added to 1,010,000 656,843 20.5% 4.68% 110 +820,000 431.58% Q1 2026 May 15, 2026
MAI Capital Management History Added to 1,002,938 652,250 3.68% 3.73% 111 +50,609 5.31% Q1 2026 May 15, 2026
Hirtle & Co., LLC History Reduced 997,270 648,564 22.22% 23.46% 112 -13,297 -1.32% Q1 2026 May 13, 2026
Swan Global Investments, LLC History Reduced 995,392 647,343 21.61% 21.95% 113 -92,320 -8.49% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Reduced 985,588 640,967 0.16% 0.18% 114 -106,822 -9.78% Q1 2026 May 13, 2026
BROWN ADVISORY INC History Added to 968,768 630,028 1.04% 0.87% 115 +49,331 5.37% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 961,155 614,482 0.3% 0.36% 116 +86,439 9.88% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Reduced 924,509 600,975 14.36% 14.17% 117 -10,703 -1.14% Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 920,364 598,549 1.09% 0.99% 118 +463,079 101.27% Q1 2026 May 01, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 916,400 595,971 0.27% 0.25% 119 +213,491 30.37% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 900,243 585,464 4.15% 3.85% 120 +157,801 21.25% Q1 2026 Apr 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 877,000 570,348 0.37% 0.94% 121 -1,185,000 -57.47% Q1 2026 May 15, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 864,617 562,294 17.03% 19.12% 122 -97,004 -10.09% Q1 2026 Apr 23, 2026
IEQ CAPITAL, LLC History Reduced 863,032 561,264 2.61% 2.34% 123 -283,246 -24.71% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 855,551 556,375 0.97% 1.03% 124 +58,408 7.33% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 850,000 552,789 11.64% 7.24% 125 -367,388 -30.18% Q1 2026 May 14, 2026
Freedom Together Foundation History No change 847,400 551,098 72.3% 73.28% 126 0 0.0% Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History Reduced 845,294 549,728 1.58% 1.57% 127 -12,509 -1.46% Q1 2026 May 08, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO History Reduced 834,569 542,754 87.52% 95.55% 128 -227,444 -21.42% Q1 2026 May 15, 2026
Circle Wealth Management, LLC History Reduced 955,349 541,835 7.72% 8.73% 129 -2,375 -0.25% Q1 2026 May 11, 2026
Pine Ridge Advisers LLC History Reduced 820,008 533,283 32.83% 33.49% 130 -3,453 -0.42% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 816,993 531,323 0.43% 0.53% 131 +264,096 47.77% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 773,333 527,351 2.5% 2.5% 132 0 0.0% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 805,094 523,630 3.22% 3.28% 133 +6,003 0.75% Q1 2026 May 15, 2026
Monarch Alternative Capital LP History New 805,000 523,523 32.1% 134 +805,000 New Q1 2026 May 15, 2026
BlackBarn Capital Partners LP History Reduced 800,000 520,272 41.86% 67.27% 135 -700,000 -46.67% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Reduced 796,165 517,777 3.11% 3.55% 136 -85,155 -9.66% Q1 2026 Apr 28, 2026
Quantinno Capital Management LP History Added to 785,441 510,804 0.85% 0.71% 137 +265,555 51.08% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 783,836 509,759 0.63% 0.65% 138 -299 -0.04% Q1 2026 May 13, 2026
Concentric Capital Strategies, LP History Added to 767,992 499,455 42.08% 23.75% 139 +43,504 6.0% Q1 2026 May 15, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 755,968 491,612 9.96% 9.15% 140 +2,456 0.33% Q1 2026 May 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 752,000 489,055 3.11% 141 +752,000 New Q1 2026 May 15, 2026
ELEMENT CAPITAL MANAGEMENT LLC History New 750,000 487,755 46.33% 142 +750,000 New Q1 2026 May 12, 2026
SummitTX Capital, L.P. History Added to 743,658 483,630 15.1% 8.48% 143 +330,993 80.21% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 726,137 475,036 1.41% 1.64% 144 +339,462 87.79% Q1 2026 May 12, 2026
Owl Creek Asset Management, L.P. History New 726,700 472,602 34.18% 145 +726,700 New Q1 2026 May 15, 2026
Insight Wealth Partners, LLC History Reduced 717,905 466,882 65.48% 67.32% 146 -2,429 -0.34% Q1 2026 May 13, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 714,212 464,480 11.53% 13.11% 147 -17,576 -2.4% Q1 2026 Apr 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 677,294 461,860 0.15% 0.2% 148 -271,873 -28.64% Q1 2026 May 15, 2026
CWM, LLC History Added to 1,041,969 459,220 1.21% 0.94% 149 +354,628 51.59% Q1 2026 May 14, 2026
SCS Capital Management LLC History Reduced 701,082 456,194 4.83% 5.1% 150 -3,505 -0.5% Q1 2026 May 11, 2026
Ulysses Management LLC History Added to 700,000 455,238 56.75% 2.82% 152 +677,500 3011.11% Q1 2026 May 15, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History Reduced 700,000 455,238 70.87% 71.42% 151 -100,000 -12.5% Q1 2026 May 15, 2026
Greenfield FTC, Inc. History Reduced 694,754 451,826 86.17% 90.72% 153 -316,830 -31.32% Q1 2026 Apr 21, 2026
BANK OF NOVA SCOTIA History Reduced 690,299 448,922 0.78% 0.73% 154 -31,547 -4.37% Q1 2026 May 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 702,594 444,020 33.97% 27.73% 155 +40,000 6.04% Q1 2026 May 11, 2026
Limestone Investment Advisors LP History Added to 681,700 443,336 35.48% 31.25% 156 +203,556 42.57% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 644,146 439,256 0.74% 0.74% 157 0 0.0% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 666,049 433,158 3.36% 3.28% 158 -5,498 -0.82% Q1 2026 May 15, 2026
Consolidated Portfolio Review Corp History Reduced 661,577 430,249 39.27% 39.4% 159 -7,182 -1.07% Q1 2026 Apr 27, 2026
DRW Securities, LLC History Added to 654,630 425,732 5.91% 0.96% 160 +601,630 1135.15% Q1 2026 May 13, 2026
Tyro Capital Management LLC History New 652,700 424,476 46.11% 161 +652,700 New Q1 2026 May 14, 2026
CloudAlpha Capital Management Limited/Hong Kong History New 650,000 422,721 14.44% 162 +650,000 New Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 643,723 418,639 1.08% 1.25% 163 -52,120 -7.49% Q1 2026 Apr 30, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 640 416,218 18.49% 8.65% 164 -42,465 -98.52% Q1 2026 Apr 15, 2026
Pinnacle Financial Partners, Inc. History Reduced 638,901 415,548 3.18% 3.67% 165 -74,106 -10.39% Q1 2026 May 14, 2026
AMG National Trust Bank History Added to 637,970 414,897 8.99% 9.43% 166 +50,268 8.55% Q1 2026 May 04, 2026
PBCay One RSC Ltd History New 630,000 409,714 30.47% 167 +630,000 New Q1 2026 May 14, 2026
Members Trust Co History Reduced 627,421 408,036 13.56% 15.63% 168 -75,146 -10.7% Q1 2026 May 04, 2026
Baird Financial Group, Inc. History Reduced 622,227 404,659 0.63% 0.69% 169 -24,931 -3.85% Q1 2026 May 14, 2026
ACUTE INVESTMENT ADVISORY, LLC History Reduced 620 403,211 4.53% 4.3% 170 -32 -4.91% Q1 2026 Apr 27, 2026
MML INVESTORS SERVICES, LLC History Reduced 613,228 398,806 1.11% 1.21% 171 -117,359 -16.06% Q1 2026 May 04, 2026
SUN LIFE FINANCIAL INC History Reduced 604,990 393,449 22.34% 22.34% 172 -19,204 -3.08% Q1 2026 May 14, 2026
Man Group plc History Reduced 603,900 392,740 0.71% 1.82% 173 -970,356 -61.64% Q1 2026 May 15, 2026
AlTi Global, Inc. History Added to 584,387 382,692 8.32% 7.86% 174 +48,278 9.01% Q1 2026 May 07, 2026
Itau Unibanco Holding S.A. History Added to 586,330 381,313 8.85% 7.8% 175 +108,873 22.8% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 575,609 371,070 1.74% 1.88% 176 -17,600 -2.97% Q1 2026 Apr 24, 2026
Freestone Grove Partners LP History New 562,700 365,946 2.58% 177 +562,700 New Q1 2026 May 15, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 559,878 364,111 35.18% 45.1% 178 -254,467 -31.25% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 667,038 362,860 0.74% 0.65% 179 -31,752 -4.54% Q1 2026 Apr 08, 2026
Kestra Advisory Services, LLC History Added to 551,533 358,683 1.36% 1.49% 180 +22,756 4.3% Q1 2026 Apr 30, 2026
Checchi Capital Advisers, LLC History Added to 550,428 357,965 18.09% 8.83% 181 +296,828 117.05% Q1 2026 May 04, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 550,000 357,687 24.91% 9.89% 182 +400,000 266.67% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 546,290 355,273 0.68% 0.66% 183 +1,692 0.31% Q1 2026 May 01, 2026
DAIDO LIFE INSURANCE CO History No change 544,324 353,996 52.22% 52.22% 184 0 0.0% Q1 2026 May 07, 2026
Soundwatch Capital LLC History Added to 544,071 353,831 44.61% 56.73% 185 +7,706 1.44% Q1 2026 May 05, 2026
Aptus Capital Advisors, LLC History Added to 537,184 349,353 2.74% 1.48% 186 +233,237 76.74% Q1 2026 May 11, 2026
Hackensack Meridian Health, Inc. History Reduced 531,500 345,655 32.62% 34.69% 187 -26,500 -4.75% Q1 2026 May 14, 2026
Millburn Ridgefield LLC /DE/ History Added to 524,119 340,855 7.33% 7.58% 188 +57,301 12.27% Q1 2026 Apr 22, 2026
Catalyst Capital Advisors LLC History Added to 524,119 340,855 6.35% 6.54% 189 +57,301 12.27% Q1 2026 May 06, 2026
Electron Capital Partners, LLC History New 518,000 336,876 13.19% 190 +518,000 New Q1 2026 May 15, 2026
MIRAE ASSET SECURITIES (USA) INC. History Added to 506,807 329,596 12.1% 7.16% 191 +125,220 32.82% Q1 2026 Apr 29, 2026
Centiva Capital, LP History Added to 502,800 326,990 2.41% 1.51% 192 +230,320 84.53% Q1 2026 May 14, 2026
COMMERCE BANK History Added to 501,503 326,147 1.58% 0.94% 193 +250,856 100.08% Q1 2026 May 11, 2026
Deer Park Road Corp History New 500,000 325,170 55.01% 195 +500,000 New Q1 2026 May 15, 2026
Diameter Capital Partners LP History New 500,000 325,170 30.44% 196 +500,000 New Q1 2026 May 15, 2026
WHITEBOX ADVISORS LLC History Added to 500,000 325,170 4.0% 4.35% 194 +50,000 11.11% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 505,779 324,172 0.48% 0.56% 197 -30,216 -5.64% Q1 2026 May 15, 2026
BIP Wealth, LLC History Reduced 491,129 319,400 12.99% 12.49% 198 -27,922 -5.38% Q1 2026 Apr 27, 2026
DAVIS R M INC History Added to 489,080 318,896 5.66% 5.63% 199 +9,343 1.95% Q1 2026 May 13, 2026
LM Advisors LLC History Added to 52,231 317,675 5.02% 5.05% 200 +2,420 4.86% Q1 2026 May 13, 2026
Passaic Partners LLC History Reduced 486,098 316,128 29.58% 34.9% 201 -8,397 -1.7% Q1 2026 May 15, 2026
McCarthy & Cox History No change 458 312,319 3.79% 3.79% 202 0 0.0% Q4 2025 Jan 23, 2026
M&T BANK CORP History Reduced 473,070 307,656 1.05% 1.15% 203 -49,962 -9.55% Q1 2026 May 12, 2026
Galaxy Digital Inc. History New 473,000 307,610 26.63% 204 +473,000 New Q1 2026 May 14, 2026
HB Wealth Management, LLC History Reduced 468,856 304,911 1.97% 2.09% 205 -4,874 -1.03% Q1 2026 Apr 27, 2026
COMERICA BANK History No change 444,770 303,297 1.21% 1.21% 206 0 0.0% Q4 2025 Jan 29, 2026
NorthCoast Asset Management LLC History Reduced 453,179 294,720 6.83% 7.02% 207 -11,937 -2.57% Q1 2026 May 13, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 451,094 293,364 8.01% 9.02% 208 +253,637 128.45% Q1 2026 May 14, 2026
Clearline Capital LP History Reduced 450,000 292,653 15.2% 34.51% 209 -576,000 -56.14% Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History New 450,000 292,653 0.47% 210 +450,000 New Q1 2026 May 13, 2026
EP Wealth Advisors, LLC History Reduced 445,988 290,043 1.43% 1.65% 211 -20,918 -4.48% Q1 2026 May 14, 2026
WHITTIER TRUST CO History Added to 438,139 288,703 3.26% 3.19% 212 +12,956 3.05% Q1 2026 Apr 28, 2026
Wealthspire Advisors, LLC History Reduced 441,132 286,886 2.25% 2.43% 213 -5,784 -1.29% Q1 2026 May 01, 2026
IMC-Chicago, LLC History New 436,397 283,806 0.1% 214 +436,397 New Q1 2026 May 05, 2026
Teramo Advisors, LLC History Added to 430,000 279,646 58.95% 61.84% 215 +5,000 1.18% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 427,133 279,246 0.5% 0.69% 216 -152,054 -26.25% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 424,569 276,114 1.41% 0.18% 217 +372,373 713.41% Q1 2026 May 01, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 417,001 271,940 17.3% 17.56% 218 -813 -0.19% Q1 2026 May 14, 2026
Alaska Permanent Capital Management, LLC History Added to 414,325 269,475 18.88% 20.94% 219 +8,809 2.17% Q1 2026 Apr 24, 2026
Waratah Capital Advisors Ltd. History New 412,800 268,460 10.23% 220 +412,800 New Q1 2026 May 11, 2026
EMG Holdings, L.P. History Added to 410,000 266,639 67.23% 15.13% 221 +380,000 1266.67% Q1 2026 May 19, 2026
Jacobi Capital Management LLC History Added to 405,821 263,921 14.74% 14.86% 222 +29,805 7.93% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Added to 400,729 260,610 5.58% 5.77% 223 +5,764 1.46% Q1 2026 May 01, 2026
Schonfeld Strategic Advisors LLC History Reduced 400,390 260,389 1.83% 8.05% 224 -2,263,630 -84.97% Q1 2026 May 15, 2026
BW Gestao de Investimentos Ltda. History Reduced 400,000 260,136 8.65% 12.31% 225 -400,000 -50.0% Q1 2026 Apr 28, 2026
MARK ASSET MANAGEMENT LP History Reduced 399,000 259,485 23.65% 28.24% 226 -226,000 -36.16% Q1 2026 May 15, 2026
Nishkama Capital, LLC History Reduced 397,000 258,184 16.29% 27.91% 227 -624,200 -61.12% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 395,472 257,255 0.23% 0.27% 228 -45,329 -10.28% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 394,346 256,459 1.39% 1.5% 229 -8,663 -2.15% Q1 2026 May 05, 2026
CONNABLE OFFICE INC History Reduced 386,499 251,355 24.73% 25.15% 230 -15,751 -3.92% Q1 2026 Apr 29, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Added to 375,000 243,877 6.18% 1.71% 231 +271,500 262.32% Q1 2026 May 15, 2026
Shulman DeMeo Asset Management LLC History Reduced 374,720 243,695 51.75% 58.55% 232 -3,875 -1.02% Q1 2026 Apr 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 370,140 240,716 1.2% 0.21% 233 +315,451 576.81% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 369,712 240,438 1.33% 0.97% 234 -33,815 -8.38% Q1 2026 Apr 29, 2026
DEUTSCHE BANK AG\ History Reduced 368,233 239,476 0.08% 0.09% 235 -26,367 -6.68% Q1 2026 May 06, 2026
KOTLER KEVIN History No change 350,000 238,672 55.83% 55.83% 236 0 0.0% Q4 2025 Feb 17, 2026
Petrus Trust Company, LTA History Added to 359,819 234,004 25.57% 21.89% 237 +42,500 13.39% Q1 2026 May 15, 2026
Interval Partners, LP History Added to 356,800 232,041 6.08% 3.75% 238 +49,900 16.26% Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 325,837 231,436 4.13% 0.79% 239 +301,430 1235.01% Q1 2026 May 01, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC History Reduced 350,000 227,619 5.81% 11.17% 240 -450,000 -56.25% Q1 2026 May 15, 2026
Philosophy Capital Management LLC History Reduced 3,500 227,619 13.96% 26.39% 241 -5,000 -58.82% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 348,862 226,878 1.25% 1.23% 242 +47,373 15.71% Q1 2026 May 15, 2026
Valiant Capital Management, L.P. History Added to 346,326 225,229 12.94% 9.15% 243 +109,000 45.93% Q1 2026 May 15, 2026
Greenwich Wealth Management LLC History Added to 345,231 224,518 9.17% 7.45% 244 +100,360 40.98% Q1 2026 May 12, 2026
JANA Partners Management, LP History Reduced 343,665 223,499 13.92% 13.89% 245 -47,672 -12.18% Q1 2026 May 15, 2026
PPSC Investment Service Corp History Added to 343,140 223,157 17.6% 17.21% 246 +4,955 1.47% Q1 2026 Apr 23, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History Reduced 342,500 222,741 6.14% 11.78% 247 -517,500 -60.17% Q1 2026 May 07, 2026
Berkshire Money Management, Inc. History Reduced 339,480 220,777 22.61% 22.17% 248 -1,272 -0.37% Q1 2026 Apr 21, 2026
SCOGGIN MANAGEMENT LP History Added to 337,500 219,489 21.14% 7.85% 249 +262,500 350.0% Q1 2026 May 15, 2026
Sand Hill Global Advisors, LLC History Reduced 332,226 216,059 7.27% 7.98% 250 -3,017 -0.9% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 330,317 214,818 1.1% 1.32% 251 -21,865 -6.21% Q1 2026 May 08, 2026
ZEGA Investments, LLC History Reduced 326,582 212,389 23.87% 27.33% 252 -13,381 -3.94% Q1 2026 May 08, 2026
Stratos Wealth Partners, LTD. History Reduced 323,776 210,564 2.39% 2.7% 253 -26,936 -7.68% Q1 2026 Apr 28, 2026
DOW CHEMICAL CO /DE/ History Added to 318,591 207,192 86.78% 83.86% 254 +66,438 26.35% Q1 2026 May 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 314,728 204,680 3.43% 3.41% 255 +13,329 4.42% Q1 2026 Apr 21, 2026
Equitable Holdings, Inc. History Added to 299,466 203,993 1.31% 1.35% 256 +9,575 3.3% Q1 2026 May 15, 2026
Juniper Hill Capital Management LP History No change 298,574 203,603 48.62% 48.62% 257 0 0.0% Q4 2025 Feb 03, 2026
&PARTNERS History Added to 308,316 200,469 0.99% 0.99% 258 +29,843 10.72% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 303,803 197,575 4.1% 4.48% 259 -4,754 -1.54% Q1 2026 Apr 27, 2026
MetLife Investment Management, LLC History Added to 301,550 196,110 1.0% 0.69% 260 +91,650 43.66% Q1 2026 May 14, 2026
Tiger Pacific Capital LP History New 300,000 195,102 47.64% 262 +300,000 New Q1 2026 May 15, 2026
KIM, LLC History Reduced 300,000 195,102 19.99% 22.09% 261 -100,000 -25.0% Q1 2026 May 12, 2026
Fifth Third Wealth Advisors LLC History Reduced 299,885 195,027 6.59% 7.23% 263 -2,213 -0.73% Q1 2026 Apr 17, 2026
Polar Asset Management Partners Inc. History Reduced 298,100 193,866 3.87% 15.53% 264 -1,496,900 -83.39% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 298,903 193,837 0.26% 265 +298,903 New Q1 2026 May 12, 2026
Spider Management Company, LLC History Added to 294,256 191,366 54.59% 70.59% 266 +61,608 26.48% Q1 2026 May 01, 2026
Miller Investment Management, LP History Added to 292,218 190,041 18.87% 19.38% 267 +1,264 0.43% Q1 2026 May 08, 2026
CV Advisors LLC History Reduced 290,165 188,706 51.49% 50.89% 268 -2,410 -0.82% Q1 2026 May 01, 2026
Brookstone Capital Management History Reduced 324,266 188,463 2.15% 2.86% 269 -85,050 -20.78% Q1 2026 Apr 16, 2026
Alaska Wealth Advisors, LLC History Added to 286,736 186,476 22.39% 24.08% 270 +9,450 3.41% Q1 2026 Apr 24, 2026
NorthRock Partners, LLC History Reduced 285,394 185,603 2.99% 3.34% 271 -4,998 -1.72% Q1 2026 May 15, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 285,000 185,346 20.34% 272 +285,000 New Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 284,859 185,255 0.68% 0.71% 273 -4,239 -1.47% Q1 2026 Apr 24, 2026
Shay Capital LLC History Added to 283,800 184,566 15.41% 2.64% 274 +246,250 655.79% Q1 2026 May 15, 2026
PEAVINE CAPITAL, LLC History Reduced 283,624 184,452 41.35% 42.59% 275 -11,935 -4.04% Q1 2026 Apr 22, 2026
FineMark National Bank & Trust History No change 268,215 182,901 5.71% 5.71% 276 0 0.0% Q4 2025 Feb 12, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 280,108 182,165 30.6% 32.01% 277 +6,219 2.27% Q1 2026 Apr 14, 2026
SIMON QUICK ADVISORS, LLC History Reduced 276,686 179,939 8.23% 9.36% 278 -37,894 -12.05% Q1 2026 May 06, 2026
BESSEMER GROUP INC History Reduced 275,528 179,186 0.28% 0.35% 279 -58,714 -17.57% Q1 2026 May 06, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 275,000 178,843 3.71% 8.87% 280 -325,000 -54.17% Q1 2026 May 15, 2026
Evolution Wealth Advisors, LLC History Added to 271,320 176,450 17.98% 18.18% 281 +6,860 2.59% Q1 2026 May 08, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 270,940 176,203 0.93% 2.92% 282 -608,900 -69.21% Q1 2026 May 04, 2026
Beacon Pointe Advisors, LLC History Added to 270,222 175,739 0.93% 1.07% 283 +45,449 20.22% Q1 2026 May 15, 2026
Howard Capital Management Inc. History Added to 269,026 174,958 2.86% 2.37% 284 +102 0.04% Q1 2026 May 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 266,748 173,476 6.42% 6.31% 285 -1,811 -0.67% Q1 2026 May 07, 2026
State of Wyoming History Reduced 264,395 171,946 20.38% 19.83% 286 -1,150 -0.43% Q1 2026 May 13, 2026
DAVENPORT & Co LLC History Added to 264,346 171,914 0.94% 0.13% 287 +228,964 647.12% Q1 2026 Apr 15, 2026
JMG Financial Group, Ltd. History Added to 263,665 171,471 4.72% 4.87% 288 +9,565 3.76% Q1 2026 May 07, 2026
Maven Securities LTD History Added to 258,312 167,898 3.23% 1.29% 289 +172,677 201.64% Q1 2026 May 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 258,161 167,892 0.65% 290 +258,161 New Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 257,892 167,717 0.9% 0.95% 291 +2,850 1.12% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Added to 252,353 164,115 1.5% 1.2% 292 +113,133 81.26% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Reduced 250,300 162,780 0.16% 0.34% 293 -292,200 -53.86% Q1 2026 May 14, 2026
Lombard Odier Asset Management (USA) Corp History Added to 250,000 162,585 16.99% 8.74% 294 +112,109 81.3% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 243,345 162,050 0.12% 0.12% 295 -2,523 -1.03% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Reduced 248,761 161,780 0.66% 0.7% 296 -6,969 -2.73% Q1 2026 May 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History Reduced 245,982 160,413 10.51% 11.53% 297 -12,366 -4.79% Q1 2026 May 06, 2026
Jump Financial, LLC History Reduced 245,351 159,561 2.13% 3.36% 298 -156,236 -38.9% Q1 2026 May 14, 2026
Independent Advisor Alliance History Added to 244,977 159,317 1.71% 0.25% 299 +230,166 1554.02% Q1 2026 May 12, 2026
Wealthfront Advisers LLC History Reduced 244,508 159,013 0.35% 0.38% 300 -2,207 -0.89% Q1 2026 May 05, 2026
HighPoint Advisor Group LLC History New 243,802 158,553 6.64% 301 +243,802 New Q1 2026 May 14, 2026
Waverly Advisors, LLC History Added to 243,012 158,040 1.18% 0.87% 302 +86,313 55.08% Q1 2026 May 15, 2026
HBK INVESTMENTS L P History Reduced 241,632 157,142 1.59% 6.77% 303 -1,022,205 -80.88% Q1 2026 May 15, 2026
Main Management LLC History Added to 240,518 156,419 11.38% 11.61% 304 +3,982 1.68% Q1 2026 May 14, 2026
Arosa Capital Management LP History New 240,000 156,081 23.63% 305 +240,000 New Q1 2026 May 15, 2026
Conservest Capital Advisors, Inc. History Reduced 239,799 155,954 14.14% 14.83% 306 -1,377 -0.57% Q1 2026 May 04, 2026
HBK Sorce Advisory LLC History Added to 211,165 155,759 3.09% 0.3% 307 +1,768 0.84% Q1 2026 May 11, 2026
NewEdge Wealth, LLC History Added to 236,940 154,091 1.84% 1.79% 308 +1,872 0.8% Q1 2026 May 13, 2026
1ST SOURCE BANK History Added to 235,881 153,402 7.91% 7.5% 309 +26,188 12.49% Q1 2026 May 04, 2026
Banco Santander, S.A. History Added to 235,496 153,152 1.23% 0.96% 310 +46,810 24.81% Q1 2026 May 08, 2026
Vontobel Holding Ltd. History Added to 230,592 149,963 0.52% 0.48% 311 +6,194 2.76% Q1 2026 May 08, 2026
MILLBANK DARTMOOR PORTSMOUTH LLC History Reduced 229,402 149,189 97.05% 100.0% 312 -69,000 -23.12% Q1 2026 May 12, 2026
Integrated Wealth Concepts LLC History Added to 228,905 148,865 1.19% 0.85% 313 +123,437 117.04% Q1 2026 May 15, 2026
Sageworth Trust Co History Reduced 228,797 148,795 6.4% 7.61% 314 -31,885 -12.23% Q1 2026 Apr 29, 2026
Ballentine Partners, LLC History Added to 227,871 148,193 2.06% 2.18% 315 +415 0.18% Q1 2026 May 14, 2026
WHITE MOUNTAINS INSURANCE GROUP LTD History Added to 226,500 147,302 47.01% 11.72% 316 +181,500 403.33% Q1 2026 May 12, 2026
Helix Partners Management LP History Added to 225,000 146,326 39.15% 28.77% 317 +99,500 79.28% Q1 2026 May 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 224,818 146,207 2.03% 2.21% 318 -17,214 -7.11% Q1 2026 May 01, 2026
III Capital Management History Reduced 223,875 145,594 42.28% 44.05% 319 -215,011 -48.99% Q1 2026 May 15, 2026
Oribel Capital Management, LP History Added to 223,700 145,481 6.42% 0.24% 320 +216,000 2805.19% Q1 2026 May 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 223,338 145,245 25.23% 26.82% 321 +1,431 0.64% Q1 2026 May 05, 2026
Ensign Peak Advisors, Inc History Reduced 222,123 144,455 0.27% 0.46% 322 -157,784 -41.53% Q1 2026 May 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 218,873 144,221 2.96% 3.34% 323 -13,769 -5.92% Q1 2026 Apr 28, 2026
Div Capital Phoenix Assets Ltd History No change 221,070 143,770 33.09% 38.15% 324 0 0.0% Q1 2026 Apr 21, 2026
Allworth Financial LP History Reduced 220,747 143,560 0.58% 0.63% 325 -3,485 -1.55% Q1 2026 May 14, 2026
MBL Wealth, LLC History Added to 219,009 142,430 10.78% 11.75% 326 +4,048 1.88% Q1 2026 Apr 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 217,082 141,176 20.29% 22.44% 327 -7,373 -3.28% Q1 2026 May 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 216,205 140,607 1.8% 1.89% 328 -3,976 -1.81% Q1 2026 May 15, 2026
Little Harbor Advisors, LLC History Added to 215,451 140,116 83.19% 74.53% 329 +3,549 1.67% Q1 2026 May 15, 2026
Benin Management CORP History Reduced 213,513 138,855 31.22% 32.7% 330 -1,322 -0.62% Q1 2026 Apr 10, 2026
Alesco Advisors, LLC, An ESL Co History Reduced 212,718 138,338 3.53% 3.83% 331 -4,573 -2.1% Q1 2026 May 13, 2026
Silicon Valley Capital Partners History Reduced 211,671 137,658 13.49% 13.42% 332 -4,549 -2.1% Q1 2026 May 19, 2026
Hills Bank & Trust Co History Reduced 211,370 137,462 6.64% 8.49% 333 -2,873 -1.34% Q1 2026 May 01, 2026
Clear Street Group Inc. History Added to 210,872 137,138 0.56% 0.03% 334 +197,950 1531.88% Q1 2026 May 15, 2026
Saudi Central Bank History No change 210,000 136,571 2.89% 5.37% 335 0 0.0% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 208,644 135,689 0.29% 0.15% 336 +118,546 131.57% Q1 2026 May 15, 2026
WELCH CAPITAL PARTNERS LLC/NY History Reduced 207,400 134,881 30.37% 28.37% 337 -189 -0.09% Q1 2026 May 07, 2026
SIMPLEX TRADING, LLC History Added to 202,806 131,892 0.09% 0.03% 338 +115,288 131.73% Q1 2026 May 14, 2026
BAILARD, INC. History Reduced 201,473 131,026 3.01% 3.06% 339 -1,102 -0.54% Q1 2026 May 11, 2026
Affinity Asset Advisors, LLC History New 200,000 130,068 6.72% 340 +200,000 New Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Reduced 198,808 129,292 1.41% 1.92% 341 -48,503 -19.61% Q1 2026 Apr 20, 2026
WASHINGTON TRUST Co History Reduced 198,452 129,061 4.36% 4.47% 342 -2,277 -1.13% Q1 2026 Apr 06, 2026
BANK OF HAWAII History Reduced 196,794 127,983 6.7% 6.68% 343 -1,397 -0.7% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Reduced 196,117 127,542 0.71% 0.76% 344 -4,093 -2.04% Q1 2026 Apr 30, 2026
Bleakley Financial Group, LLC History Added to 195,658 127,244 1.99% 2.06% 345 +21,306 12.22% Q1 2026 May 04, 2026
Geneos Wealth Management Inc. History Added to 193,223 125,660 2.92% 2.37% 346 +51,317 36.16% Q1 2026 May 04, 2026
TAIYO LIFE INSURANCE CO History Reduced 191,000 124,215 13.71% 15.23% 347 -70,000 -26.82% Q1 2026 May 07, 2026
Lighthouse Investment Partners, LLC History Reduced 190,911 124,156 4.32% 5.55% 348 -80,089 -29.55% Q1 2026 May 14, 2026
PINNACLE ASSOCIATES LTD History Reduced 190,092 123,624 1.59% 1.71% 349 -4,903 -2.51% Q1 2026 Apr 21, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 1,900 123,564 15.93% 16.57% 350 -100 -5.0% Q1 2026 May 14, 2026
Pine Valley Investments Ltd Liability Co History No change 179,781 122,795 5.7% 5.7% 351 0 0.0% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 188,330 122,479 1.63% 1.98% 352 -17,233 -8.38% Q1 2026 May 15, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Added to 186,574 121,336 36.96% 37.77% 353 +4,000 2.19% Q1 2026 May 14, 2026
Allen Investment Management, LLC History Added to 185,331 120,528 1.49% 1.39% 354 +1,523 0.83% Q1 2026 May 07, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 185,168 120,422 0.04% 0.44% 355 -48,187 -20.65% Q1 2026 May 04, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 185,000 120,312 12.33% 9.68% 356 +29,329 18.84% Q1 2026 May 14, 2026
MUFG Bank, Ltd. History Added to 182,700 118,817 3.91% 2.97% 357 +44,000 31.72% Q1 2026 May 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 182,562 118,727 0.89% 0.9% 358 +7,513 4.29% Q1 2026 May 12, 2026
Naman Capital Ltda History Reduced 182,445 118,651 32.98% 36.99% 359 -10,432 -5.41% Q1 2026 May 14, 2026
Diversified Trust Co History Reduced 182,289 118,549 2.2% 2.3% 360 -790 -0.43% Q1 2026 Apr 16, 2026
AIA Group Ltd History Added to 182,203 118,493 1.72% 1.85% 361 +613 0.34% Q1 2026 May 06, 2026
DT Investment Partners, LLC History Added to 181,178 117,827 9.81% 10.22% 362 +82 0.05% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 180,721 117,529 1.33% 1.47% 363 -15,354 -7.83% Q1 2026 May 05, 2026
North Horizon Holdings Inc. History No change 169,115 117,526 100.0% 100.0% 364 0 0.0% Q1 2026 May 08, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History New 180,000 117,061 3.84% 365 +180,000 New Q1 2026 May 15, 2026
Aristotle Capital Management, LLC History Reduced 179,638 116,844 0.24% 0.3% 366 -36,788 -17.0% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Reduced 178,647 116,500 5.41% 5.59% 367 -510 -0.28% Q1 2026 Apr 29, 2026
GenTrust, LLC History Reduced 177,621 115,834 4.96% 5.25% 368 -313 -0.18% Q1 2026 Apr 27, 2026
Csenge Advisory Group History Reduced 177,120 115,187 5.27% 5.57% 369 -3,612 -2.0% Q1 2026 Apr 30, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 175,214 113,948 15.98% 16.42% 370 +3,141 1.83% Q1 2026 May 15, 2026
Fort Point Capital Partners LLC History Added to 174,178 113,451 13.75% 13.48% 371 +307 0.18% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 433,978 113,439 5.25% 1.31% 372 -170,033 -28.15% Q1 2026 May 15, 2026
TLWM History Added to 172,513 112,189 20.21% 20.66% 373 +7,014 4.24% Q1 2026 Apr 08, 2026
Activest Wealth Management History Added to 171,372 111,450 19.58% 20.36% 374 +11,490 7.19% Q1 2026 Apr 15, 2026
Trans-Canada Capital Inc. History Added to 170,587 111,244 8.0% 6.71% 375 +15 0.01% Q1 2026 May 12, 2026
Southern Farm Bureau Life Insurance History No change 161,923 110,401 11.4% 11.4% 376 0 0.0% Q4 2025 Jan 28, 2026
Wealthcare Advisory Partners LLC History Reduced 168,620 109,660 2.13% 2.31% 377 -3,589 -2.08% Q1 2026 Apr 14, 2026
Select Asset Management & Trust History Added to 168,272 109,434 34.18% 34.14% 378 +7,326 4.55% Q1 2026 May 14, 2026
TANG CAPITAL MANAGEMENT LLC History Added to 168,000 109,257 5.55% 1.01% 379 +138,000 460.0% Q1 2026 May 15, 2026
National Philanthropic Trust History Reduced 167,975 109,240 1.16% 1.14% 380 -1,954 -1.15% Q1 2026 May 15, 2026
Pacific Wealth Management History Reduced 167,876 109,176 58.72% 60.87% 381 -24,427 -12.7% Q1 2026 May 05, 2026
AKUNA SECURITIES LLC History Reduced 167,153 108,706 0.25% 0.94% 382 -194,191 -53.74% Q1 2026 May 06, 2026
Moment Partners, LLC History Added to 166,462 108,554 19.37% 23.28% 383 +999 0.6% Q1 2026 May 04, 2026
Beacon Capital Management, LLC History Reduced 166,854 108,512 19.15% 20.23% 384 -24,504 -12.81% Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Reduced 166,554 108,316 1.36% 1.67% 385 -30,314 -15.4% Q1 2026 Apr 28, 2026
Marest Capital, LLC History Added to 164,696 107,108 61.97% 62.4% 386 +1,084 0.66% Q1 2026 May 11, 2026
Savant Capital, LLC History Reduced 163,816 106,536 0.51% 0.68% 387 -10,710 -6.14% Q1 2026 May 04, 2026
Manchester Capital Management LLC History Reduced 163,771 106,506 15.34% 15.23% 388 -346 -0.21% Q1 2026 May 11, 2026
Belpointe Asset Management LLC History Reduced 162,559 105,719 3.86% 4.27% 389 -10,755 -6.21% Q1 2026 Apr 28, 2026
Glenview Trust Co History Added to 161,416 104,975 1.65% 1.66% 390 +3,859 2.45% Q1 2026 May 08, 2026
Consolidated Investment Group LLC History Added to 161,305 104,903 11.38% 10.46% 391 +33,090 25.81% Q1 2026 May 04, 2026
Allspring Global Investments Holdings, LLC History Added to 159,030 104,202 0.17% 0.1% 392 +64,192 67.69% Q1 2026 May 05, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 1,600 104,054 15.51% 27.31% 393 -900 -36.0% Q1 2026 May 15, 2026
EASTERN BANK History Reduced 158,852 103,307 1.77% 2.25% 394 -32,588 -17.02% Q1 2026 Apr 07, 2026
J. Goldman & Co LP History Added to 158,211 102,890 2.99% 0.58% 395 +125,711 386.8% Q1 2026 May 15, 2026
Mizuho Bank, Ltd. History Reduced 158,000 102,753 27.81% 14.93% 396 -26,000 -14.13% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Added to 160,331 102,548 1.19% 1.22% 397 +7,993 5.25% Q1 2026 May 08, 2026
M Holdings Securities, Inc. History Reduced 156,130 102,350 6.92% 7.95% 398 -6,708 -4.12% Q1 2026 May 12, 2026
Arkadios Wealth Advisors History Reduced 157,017 102,114 1.67% 2.43% 399 -26,518 -14.45% Q1 2026 May 18, 2026
Advisor Resource Council History Added to 156,724 101,923 32.98% 21.48% 400 +3,589 2.34% Q1 2026 May 07, 2026
BRANDYWINE TRUST CO History Added to 155,481 101,115 18.33% 18.47% 401 +1,027 0.66% Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 155,152 100,901 2.54% 1.92% 402 +47,476 44.09% Q1 2026 Apr 07, 2026
Annandale Capital, LLC History Added to 160,766 100,811 14.22% 11.44% 403 +7,850 5.13% Q1 2026 May 15, 2026
Jordan Park Group LLC History Reduced 153,174 99,615 5.3% 7.07% 404 -25,673 -14.35% Q1 2026 May 11, 2026
Karnit Road Accident Victims Compensation Fund History No change 151,957 98,823 57.99% 58.57% 405 0 0.0% Q1 2026 May 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 144,296 98,398 28.65% 28.65% 406 0 0.0% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 151,127 98,283 1.53% 1.49% 407 +2,287 1.54% Q1 2026 May 15, 2026
CIBC Asset Management Inc History Reduced 151,078 98,252 0.24% 0.31% 408 -40,153 -21.0% Q1 2026 May 12, 2026
Phraction Management LLC History Reduced 151,054 98,236 20.34% 1.02% 409 -74 -0.05% Q1 2026 Apr 23, 2026
SteelPeak Wealth, LLC History Added to 150,301 97,977 2.99% 2.82% 410 +23,863 18.87% Q1 2026 May 05, 2026
Strategic Point Investment Advisors, LLC History Reduced 150,473 97,858 14.22% 14.47% 411 -2,940 -1.92% Q1 2026 Apr 23, 2026
SILVERBACK ASSET MANAGEMENT LLC History New 150,000 97,554 13.96% 412 +150,000 New Q1 2026 May 21, 2026
SCOPUS ASSET MANAGEMENT, L.P. History New 150,000 97,551 1.69% 414 +150,000 New Q1 2026 May 15, 2026
ARMOR ADVISORS, L.L.C. History New 150,000 97,551 32.76% 415 +150,000 New Q1 2026 May 15, 2026
Westchester Capital Management, LLC History Reduced 150,000 97,551 4.42% 5.73% 413 -50,000 -25.0% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 148,667 96,950 1.24% 1.46% 416 +3,081 2.12% Q1 2026 May 15, 2026
Howard Capital Management Group, LLC History Added to 148,438 96,535 6.41% 6.37% 417 +486 0.33% Q1 2026 Apr 15, 2026
MCF Advisors LLC History Added to 148,027 96,427 4.23% 5.35% 418 +6,357 4.49% Q1 2026 May 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 149,003 95,604 1.05% 1.06% 419 +6,171 4.32% Q1 2026 May 13, 2026
Ally Financial Inc. History New 147,000 95,599 11.89% 420 +147,000 New Q1 2026 May 12, 2026
RBF Capital, LLC History No change 146,300 95,144 4.65% 4.43% 421 0 0.0% Q1 2026 May 18, 2026
Freestone Capital Holdings, LLC History Added to 145,372 94,541 2.87% 2.84% 422 +4,617 3.28% Q1 2026 May 13, 2026
V2 Financial group LLC History Added to 144,847 94,199 43.87% 46.71% 423 +5,794 4.17% Q1 2026 May 04, 2026
Serenus Wealth Advisors, LLC History Reduced 143,805 93,507 18.65% 19.27% 424 -2,149 -1.47% Q1 2026 Apr 27, 2026
JABODON PT CO History Added to 143,159 93,102 10.82% 12.88% 425 +409 0.29% Q1 2026 May 08, 2026
SENTINEL PENSION ADVISORS, LLC History No change 143,122 93,077 13.76% 14.99% 426 0 0.0% Q1 2026 Apr 16, 2026
NEW YORK LIFE INSURANCE CO History No change 142,522 92,687 18.89% 21.31% 427 0 0.0% Q1 2026 May 07, 2026
Rising Stella Capital Pte. Ltd History Added to 142,477 92,658 43.38% 45.49% 428 +896 0.63% Q1 2026 Apr 27, 2026
THOR TRADING ADVISORS, LLC History Added to 140,349 91,274 37.82% 39.44% 429 +1,840 1.33% Q1 2026 May 07, 2026
CHOREO, LLC History Added to 371,432 90,964 1.12% 1.07% 430 +17,107 4.83% Q1 2026 May 12, 2026
Fiera Capital Corp History Reduced 139,759 90,890 0.31% 0.31% 431 -3,081 -2.16% Q1 2026 May 12, 2026
GTS SECURITIES LLC History Added to 138,884 90,321 3.19% 0.55% 432 +115,272 488.19% Q1 2026 May 14, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 137,653 89,521 10.44% 12.01% 433 +350 0.25% Q1 2026 Apr 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 137,634 89,508 0.28% 0.5% 434 -81,154 -37.09% Q1 2026 May 13, 2026
RAMSEY QUANTITATIVE SYSTEMS History Reduced 137,311 89,298 92.45% 91.62% 435 -10,292 -6.97% Q1 2026 Apr 17, 2026
Beacon Capital Management, Inc. History Added to 136,583 88,825 5.0% 4.68% 436 +8,314 6.48% Q1 2026 May 08, 2026
Urban Financial Advisory Corp History Reduced 136,100 88,511 31.29% 37.94% 437 -5,578 -3.94% Q1 2026 May 08, 2026
WEBSTER BANK, N. A. History Reduced 135,727 88,268 8.36% 8.98% 438 -4,642 -3.31% Q1 2026 Apr 17, 2026
Cornerstone Wealth Group, LLC History Reduced 124,527 87,676 5.63% 6.23% 439 -9,061 -6.78% Q1 2026 Apr 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 134,594 87,531 1.08% 1.36% 440 -18,105 -11.86% Q1 2026 May 11, 2026
Joel Isaacson & Co., LLC History Reduced 134,491 87,464 2.9% 3.03% 441 -179 -0.13% Q1 2026 Apr 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 133,994 87,141 0.02% 0.02% 442 -3,206 -2.34% Q1 2026 May 15, 2026
Schusterman Interests, LLC History No change 133,977 87,130 22.27% 20.91% 443 0 0.0% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Reduced 133,362 86,730 0.42% 0.58% 444 -61,883 -31.7% Q1 2026 May 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 133,289 86,683 0.7% 0.73% 445 +2,671 2.04% Q1 2026 May 01, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 133,263 86,666 1.07% 1.11% 446 +7,277 5.78% Q1 2026 May 08, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 132,700 86,300 0.39% 2.09% 447 -971,700 -87.98% Q1 2026 May 14, 2026
BOKF, NA History Reduced 131,903 85,781 1.31% 1.38% 448 -520 -0.39% Q1 2026 May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 131,706 85,653 0.02% 0.0% 449 +101,938 342.44% Q1 2026 May 13, 2026
Busey Bank History Added to 131,254 85,359 2.32% 2.34% 450 +888 0.68% Q1 2026 Apr 28, 2026
BANQUE PICTET & CIE SA History Reduced 130,998 85,193 0.6% 0.53% 451 -1,055 -0.8% Q1 2026 Apr 14, 2026
St. Louis Trust Co History Reduced 130,958 85,166 9.94% 10.39% 452 -1,915 -1.44% Q1 2026 May 14, 2026
Berkeley Capital Partners, LLC History Added to 130,694 84,995 19.71% 20.85% 453 +845 0.65% Q1 2026 May 06, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 130,667 84,977 23.03% 23.54% 454 -9,138 -6.54% Q1 2026 Apr 28, 2026
Independence Bank of Kentucky History Added to 130,525 84,885 10.75% 10.87% 455 +2,396 1.87% Q1 2026 Apr 30, 2026
Marnell Management LLC History Added to 130,000 84,544 29.4% 33.08% 456 +30,000 30.0% Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History Added to 129,793 84,404 1.37% 1.62% 457 +14,405 12.48% Q1 2026 Apr 21, 2026
K2 PRINCIPAL FUND, L.P. History Added to 129,700 84,349 5.89% 3.2% 458 +71,500 122.85% Q1 2026 May 14, 2026
CSM Advisors, LLC History No change 129,440 84,180 2.07% 2.4% 459 0 0.0% Q1 2026 May 15, 2026
Advisors Preferred, LLC History Added to 128,688 83,690 12.33% 2.94% 460 +102,259 386.92% Q1 2026 May 05, 2026
EVOKE WEALTH, LLC History Added to 126,809 82,689 1.49% 1.61% 461 +587 0.47% Q1 2026 May 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 126,834 82,485 0.49% 0.24% 462 +59,937 89.6% Q1 2026 May 13, 2026
J.W. COLE ADVISORS, INC. History Added to 126,655 82,368 2.78% 1.63% 463 +1,811 1.45% Q1 2026 Apr 23, 2026
Amundi History Added to 126,010 81,949 0.02% 0.02% 464 +2,763 2.24% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 125,932 81,898 1.01% 0.96% 465 +12,514 11.03% Q1 2026 Apr 20, 2026
Midwest Trust Co History Added to 125,444 81,581 1.02% 1.06% 466 +364 0.29% Q1 2026 May 01, 2026
TCW GROUP INC History Added to 124,723 81,112 0.61% 0.61% 467 +254 0.2% Q1 2026 May 14, 2026
First Western Trust Bank History Added to 124,488 80,959 4.09% 1.53% 468 +78,861 172.84% Q1 2026 May 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 124,461 80,942 5.75% 5.9% 469 +3,931 3.26% Q1 2026 May 12, 2026
Granger Management LLC History Added to 122,830 80,102 22.36% 22.2% 470 +5 0.0% Q1 2026 May 14, 2026
Curi Capital, LLC History Added to 122,442 79,819 1.42% 1.4% 471 +4,569 3.88% Q1 2026 May 15, 2026
Portland Global Advisors LLC History Reduced 122,346 79,566 8.48% 9.06% 472 -1,424 -1.15% Q1 2026 May 11, 2026
Krane Funds Advisors LLC History Added to 121,000 79,507 3.26% 1.78% 473 +40,600 50.5% Q1 2026 May 11, 2026
Keystone Financial Group History Reduced 115,948 78,624 5.38% 5.93% 474 -1,695 -1.44% Q1 2026 May 13, 2026
OPPENHEIMER & CO INC History Added to 120,620 78,444 0.96% 1.16% 475 +434 0.36% Q1 2026 Apr 23, 2026
IFG Advisors, LLC History Added to 120,444 78,329 12.83% 12.82% 476 +7,464 6.61% Q1 2026 Apr 09, 2026
Greenland Capital Management LP History Added to 120,000 78,040 9.92% 1.67% 477 +96,862 418.63% Q1 2026 May 15, 2026
Mill Creek Capital Advisors, LLC History Reduced 118,772 77,241 1.59% 1.68% 478 -2,413 -1.99% Q1 2026 May 14, 2026
Capital Advisors, Ltd. LLC History Reduced 118,468 77,044 8.76% 9.13% 479 -214 -0.18% Q1 2026 Apr 16, 2026
Atria Investments, Inc History Reduced 118,413 77,009 0.86% 1.05% 480 -17,543 -12.9% Q1 2026 May 05, 2026
Lavaca Capital LLC History Reduced 118,401 77,000 13.64% 13.97% 481 -8,320 -6.57% Q1 2026 May 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 117,991 76,734 0.07% 0.08% 482 -19,914 -14.44% Q1 2026 May 15, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 117,698 76,543 4.49% 5.21% 483 -17,100 -12.69% Q1 2026 May 06, 2026
Haverford Trust Co History Reduced 116,631 75,849 0.7% 0.72% 484 -2,322 -1.95% Q1 2026 May 11, 2026
Headland Capital, LLC History Added to 116,407 75,704 21.33% 21.95% 485 +792 0.69% Q1 2026 May 04, 2026
Atlantic Union Bankshares Corp History Reduced 116,140 75,530 1.45% 1.51% 486 -1,634 -1.39% Q1 2026 May 12, 2026
Evercore Wealth Management, LLC History Reduced 115,674 75,227 1.18% 1.16% 487 -874 -0.75% Q1 2026 May 15, 2026
Klingman & Associates, LLC History Added to 115,315 74,993 3.59% 3.79% 488 +87 0.08% Q1 2026 May 14, 2026
DV Trading LLC History Reduced 108,476 74,605 1.77% 6.11% 489 -209,945 -65.93% Q1 2026 May 15, 2026
Applied Capital LLC/FL History Added to 114,300 74,333 35.1% 13.53% 490 +80,800 241.19% Q1 2026 May 07, 2026
Dakota Wealth Management History Added to 114,199 74,271 1.61% 1.31% 491 +6,101 5.64% Q1 2026 May 07, 2026
Venture Visionary Partners LLC History Reduced 114,009 74,145 2.47% 2.66% 492 -5,872 -4.9% Q1 2026 May 14, 2026
Fortitude Financial, LLC History Added to 112,861 73,398 38.84% 0.58% 493 +111,855 11118.79% Q1 2026 Apr 23, 2026
NATIXIS ADVISORS, LLC History Added to 112,537 73,187 0.1% 0.1% 494 +9,371 9.08% Q1 2026 May 13, 2026
Meridian Wealth Management, LLC History Added to 117,703 73,181 2.57% 2.29% 495 +22,516 23.65% Q1 2026 May 06, 2026
Eos Management, L.P. History No change 110,736 72,016 30.94% 29.61% 496 0 0.0% Q1 2026 May 05, 2026
Stratos Wealth Advisors, LLC History Reduced 109,792 71,402 4.38% 3.72% 497 -3,285 -2.91% Q1 2026 Apr 28, 2026
NTV ASSET MANAGEMENT LLC History Reduced 109,021 70,900 7.79% 8.26% 498 -5,404 -4.72% Q1 2026 Apr 28, 2026
Kentucky Farm Bureau Mutual Insurance Co History No change 109,000 70,887 21.52% 20.06% 499 0 0.0% Q1 2026 May 15, 2026
Lepercq De Neuflize Asset Management LLC History Reduced 108,716 70,702 51.24% 44.93% 500 -6,529 -5.67% Q1 2026 May 12, 2026
BANK HAPOALIM BM History Added to 108,126 70,319 10.79% 3.42% 501 +50,349 87.14% Q1 2026 May 04, 2026
Bawa N Mallick Trust History No change 107,400 69,846 28.61% 27.2% 502 0 0.0% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Added to 107,352 69,815 2.92% 3.23% 503 +1,353 1.28% Q1 2026 Apr 30, 2026
Farther Finance Advisors, LLC History Added to 106,308 69,657 0.66% 0.72% 504 +7,800 7.92% Q1 2026 Apr 07, 2026
Eversept Partners, LP History Added to 107,000 69,586 3.67% 1.54% 505 +62,100 138.31% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 106,585 69,404 1.96% 1.72% 506 +20,230 23.43% Q1 2026 May 13, 2026
Azarias Capital Management, L.P. History No change 106,461 69,235 31.03% 31.78% 507 0 0.0% Q1 2026 Apr 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 106,085 68,991 1.55% 1.66% 508 -2,903 -2.66% Q1 2026 May 15, 2026
Cynosure Group, LLC History Added to 229,061 68,416 8.55% 6.51% 509 +135,140 143.89% Q1 2026 May 13, 2026
Empyrean Capital Partners, LP History New 105,000 68,285 2.22% 510 +105,000 New Q1 2026 May 15, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 104,447 68,113 9.56% 13.72% 511 0 0.0% Q1 2026 May 14, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 104,484 67,950 5.38% 5.69% 512 -6,815 -6.12% Q1 2026 Apr 17, 2026
Westshore Wealth, LLC History No change 99,378 67,767 22.42% 22.42% 513 0 0.0% Q4 2025 Feb 25, 2026
OMERS ADMINISTRATION Corp History No change 103,835 67,514 0.43% 0.5% 514 0 0.0% Q1 2026 May 15, 2026
Capital Management Associates, Inc History Added to 103,708 67,445 15.25% 14.17% 515 +9,707 10.33% Q1 2026 Apr 22, 2026
REGIONS FINANCIAL CORP History Reduced 103,356 67,216 0.44% 0.49% 516 -9,254 -8.22% Q1 2026 May 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 102,908 66,925 0.04% 0.04% 517 -1,925 -1.84% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 97,919 66,773 1.18% 1.18% 518 0 0.0% Q4 2025 Feb 06, 2026
CONNING INC. History No change 102,120 66,412 2.21% 2.33% 519 0 0.0% Q1 2026 Apr 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Reduced 101,954 66,304 8.43% 9.18% 520 -1,050 -1.02% Q1 2026 May 15, 2026
Shepherd Financial Partners LLC History Reduced 101,693 66,135 6.27% 6.43% 521 -124 -0.12% Q1 2026 May 11, 2026
D.A. DAVIDSON & CO. History Added to 101,454 65,983 0.4% 0.42% 522 +689 0.68% Q1 2026 May 05, 2026
Dynasty Wealth Management, LLC History Reduced 101,433 65,965 0.58% 0.69% 523 -1,498 -1.46% Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Added to 101,228 65,832 1.53% 1.41% 524 +15,740 18.41% Q1 2026 May 15, 2026
Crewe Advisors LLC History Reduced 100,267 65,207 5.56% 6.09% 525 -488 -0.48% Q1 2026 May 07, 2026
VANGUARD GROUP INC History No change 95,456 65,093 0.0% 0.0% 526 0 0.0% Q4 2025 Jan 29, 2026
Manatuck Hill Partners, LLC History New 100,000 65,034 17.56% 528 +100,000 New Q1 2026 May 15, 2026
Route One Investment Company, L.P. History New 100,000 65,034 2.77% 529 +100,000 New Q1 2026 May 15, 2026
NewGen Asset Management Ltd History New 100,000 65,034 25.15% 531 +100,000 New Q1 2026 May 08, 2026
Banco BTG Pactual S.A. History Added to 100,000 65,034 5.68% 0.05% 527 +99,556 22422.52% Q1 2026 May 12, 2026
DeepCurrents Investment Group LLC History New 1,000 65,034 2.08% 530 +1,000 New Q1 2026 May 15, 2026
HMS Capital Management, LLC History Added to 99,771 64,885 25.1% 15.83% 532 +43,661 77.81% Q1 2026 Apr 22, 2026
Federation des caisses Desjardins du Quebec History Added to 99,370 64,624 0.23% 0.24% 533 +6,782 7.32% Q1 2026 May 13, 2026
VestGen Advisors, LLC History Added to 87,462 64,563 1.72% 1.79% 534 +25,624 41.44% Q1 2026 May 14, 2026
Chevy Chase Trust Holdings, LLC History Reduced 98,579 64,109 0.18% 0.18% 535 -814 -0.82% Q1 2026 May 15, 2026
LGL PARTNERS, LLC History Added to 98,217 64,050 26.37% 28.53% 536 +428 0.44% Q1 2026 May 14, 2026
Canada Post Corp Registered Pension Plan History No change 98,414 64,002 2.55% 2.56% 537 0 0.0% Q1 2026 May 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 97,226 63,230 0.98% 1.18% 538 +11,689 13.67% Q1 2026 May 15, 2026
West Financial Advisors, LLC History Reduced 96,928 63,036 10.7% 11.31% 539 -1,377 -1.4% Q1 2026 Apr 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 96,741 62,914 1.09% 1.2% 540 -1,947 -1.97% Q1 2026 May 04, 2026
Investidor Profissional Gestao de Recursos Ltda. History Added to 96,000 62,432 20.41% 0.21% 541 +95,478 18290.8% Q1 2026 May 11, 2026
Modera Wealth Management, LLC History Reduced 95,753 62,271 0.75% 0.76% 542 -860 -0.89% Q1 2026 May 06, 2026
Apella Capital, LLC History Added to 87,650 62,243 0.92% 1.14% 543 +3,211 3.8% Q1 2026 Apr 20, 2026
Crescent Grove Advisors, LLC History Added to 94,683 61,964 5.96% 3.38% 544 +41,471 77.94% Q1 2026 May 06, 2026
ING GROEP NV History Reduced 95,260 61,951 0.38% 1.22% 545 -200,878 -67.83% Q1 2026 May 11, 2026
Birnam Oak Advisors, LP History New 95,000 61,782 14.02% 546 +95,000 New Q1 2026 May 12, 2026
AE Wealth Management LLC History Reduced 95,114 61,728 0.33% 0.66% 547 -72,875 -43.38% Q1 2026 May 13, 2026
All Terrain Financial Advisors, LLC History Added to 94,654 61,557 14.48% 14.69% 548 +1,502 1.61% Q1 2026 May 12, 2026
Merit Financial Group, LLC History Added to 383,592 61,434 0.46% 0.48% 549 +588 0.15% Q1 2026 Apr 15, 2026
Verus Advisory, Inc. History No change 89,273 61,323 40.02% 40.02% 550 0 0.0% Q4 2025 Feb 20, 2026
Holocene Advisors, LP History Added to 94,073 61,179 0.15% 0.12% 551 +9,540 11.29% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 93,832 61,022 0.06% 0.06% 552 +5,277 5.96% Q1 2026 May 13, 2026
ALLSTATE CORP History Reduced 93,796 60,999 0.65% 8.73% 553 -843,907 -90.0% Q1 2026 May 11, 2026
SAPIENT CAPITAL LLC History Added to 93,455 60,945 0.92% 0.89% 554 +1,103 1.19% Q1 2026 Apr 08, 2026
Prospera Financial Services Inc History Reduced 93,093 60,597 0.98% 1.1% 555 -5,492 -5.57% Q1 2026 Apr 14, 2026
MATAURO, LLC History Added to 92,602 60,222 8.7% 9.01% 556 +4,804 5.47% Q1 2026 Apr 22, 2026
180 GPS Investments IC Ltd History No change 90,602 60,156 47.55% 47.55% 557 0 0.0% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 92,487 60,147 2.37% 2.36% 558 +300 0.33% Q1 2026 May 12, 2026
Phoenix Financial Ltd. History Added to 92,330 60,133 0.57% 0.68% 559 +1,134 1.24% Q1 2026 May 11, 2026
Choate Investment Advisors History Reduced 92,230 59,980 1.17% 1.24% 560 -421 -0.45% Q1 2026 May 13, 2026
First Financial Bank - Trust Division History Added to 91,182 59,299 4.78% 5.03% 561 +1,458 1.62% Q1 2026 Apr 01, 2026
Keel Point, LLC History No change 119,425 59,229 3.57% 3.57% 562 0 0.0% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Reduced 90,680 58,972 0.74% 1.56% 563 -102,560 -53.07% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Added to 90,430 58,809 1.07% 1.07% 564 +2,504 2.85% Q1 2026 Apr 10, 2026
Black Maple Capital Management LP History Added to 90,184 58,650 32.68% 18.89% 565 +50,601 127.84% Q1 2026 May 15, 2026
STOCK YARDS BANK & TRUST CO History Reduced 90,129 58,614 1.82% 1.88% 566 -33 -0.04% Q1 2026 Apr 24, 2026
Duquesne Family Office LLC History No change 90,000 58,531 1.73% 1.37% 567 0 0.0% Q1 2026 May 15, 2026
CUMBERLAND ADVISORS INC History Added to 89,953 58,500 22.9% 22.73% 568 +2,010 2.29% Q1 2026 Apr 27, 2026
Summit Trail Advisors, LLC History Added to 89,838 58,425 0.84% 0.81% 569 +21,229 30.94% Q1 2026 May 12, 2026
4Thought Financial Group Inc. History Added to 89,773 58,382 28.87% 28.9% 570 +4,186 4.89% Q1 2026 Apr 24, 2026
Granby Capital Management, LLC History No change 89,500 58,205 33.36% 32.55% 571 0 0.0% Q1 2026 May 14, 2026
Integrated Advisors Network LLC History Reduced 89,222 58,024 3.04% 3.56% 572 -28,749 -24.37% Q1 2026 Apr 28, 2026
REICON WEALTH ADVISORS, LLC History Reduced 89,177 57,995 44.01% 52.99% 573 -18,149 -16.91% Q1 2026 May 08, 2026
Cerity Partners Retirement Plan Advisors LLC History New 89,068 57,924 29.6% 574 +89,068 New Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 88,760 57,724 1.2% 1.45% 575 -5,812 -6.15% Q1 2026 Apr 13, 2026
Trustees of Dartmouth College History Reduced 88,666 57,663 22.92% 57.94% 576 -245,534 -73.47% Q1 2026 May 14, 2026
Sowell Financial Services LLC History Added to 88,477 57,540 2.13% 2.11% 577 +4,326 5.14% Q1 2026 Apr 20, 2026
Procyon Advisors, LLC History Reduced 88,453 57,524 2.82% 3.9% 578 -27,449 -23.68% Q1 2026 May 04, 2026
Attessa Capital LLC History Added to 88,201 57,360 31.2% 31.96% 579 +2,468 2.88% Q1 2026 Apr 07, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Reduced 88,185 57,350 13.79% 92.85% 580 -149,700 -62.93% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Reduced 87,399 57,267 0.98% 1.1% 581 -23,527 -21.21% Q1 2026 May 14, 2026
Greenhouse Wealth Management, LLC History Reduced 87,957 57,136 35.33% 35.89% 582 -1,040 -1.17% Q1 2026 Apr 23, 2026
Legacy Wealth Management, LLC / MS History Reduced 87,701 57,035 16.26% 16.75% 583 -4,330 -4.7% Q1 2026 Apr 10, 2026
CVS HEALTH Corp History Reduced 87,578 56,955 26.83% 77.55% 584 -66,313 -43.09% Q1 2026 May 07, 2026
Sculptor Capital LP History Added to 87,500 56,904 0.59% 0.35% 585 +37,500 75.0% Q1 2026 May 15, 2026
Vanguard National Trust Co History New 86,970 56,560 3.56% 586 +86,970 New Q1 2026 May 08, 2026
Sigma Planning Corp History Reduced 86,031 55,957 1.55% 1.66% 587 -26,490 -23.54% Q1 2026 May 04, 2026
Chicago Partners Investment Group LLC History Added to 78,650 55,936 1.25% 1.31% 588 +1,719 2.23% Q1 2026 May 04, 2026
POTENTIA WEALTH History Reduced 84,978 55,264 21.34% 22.01% 589 -3,101 -3.52% Q1 2026 May 11, 2026
MIO Partners, Inc. History Added to 84,939 55,239 16.26% 12.9% 590 +849 1.01% Q1 2026 Apr 28, 2026
ALLIANZ SE History Reduced 84,365 54,865 0.61% 1.05% 591 -34,905 -29.27% Q1 2026 May 11, 2026
SCHARF INVESTMENTS, LLC History Added to 84,290 54,821 1.69% 1.29% 592 +14,006 19.93% Q1 2026 Apr 13, 2026
AUA CAPITAL MANAGEMENT, LLC History Reduced 84,284 54,813 28.0% 28.95% 593 -359 -0.42% Q1 2026 Apr 22, 2026
Waldron Private Wealth LLC History Reduced 83,684 54,421 2.12% 2.29% 594 -1,302 -1.53% Q1 2026 Apr 10, 2026
Black Swift Group, LLC History Reduced 83,272 54,155 9.48% 9.12% 595 -6,907 -7.66% Q1 2026 Apr 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 82,956 53,947 2.56% 2.88% 596 -4,336 -4.97% Q1 2026 Apr 28, 2026
Capital International Investors History Reduced 85,099 53,780 0.01% 0.01% 597 -36,362 -29.94% Q1 2026 May 13, 2026
Dean, Jacobson Financial Services, LLC History Added to 82,635 53,741 33.02% 35.11% 598 +1,479 1.82% Q1 2026 Apr 28, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 82,583 53,717 0.78% 1.0% 599 -20,895 -20.19% Q1 2026 May 13, 2026
Nicholas Hoffman & Company, LLC. History Added to 82,092 53,387 1.23% 1.28% 600 +1,333 1.65% Q1 2026 Apr 29, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 81,615 53,224 1.16% 1.19% 601 -2,325 -2.77% Q1 2026 May 15, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 81,489 53,141 1.56% 1.62% 602 -1,267 -1.53% Q1 2026 May 11, 2026
Performa Ltd (US), LLC History Reduced 81,535 53,025 12.0% 16.68% 603 -14,840 -15.4% Q1 2026 May 06, 2026
King Wealth Management Group History Added to 81,213 52,816 6.6% 6.08% 604 +7,209 9.74% Q1 2026 May 04, 2026
Wilmington Savings Fund Society, FSB History Added to 80,074 52,075 1.24% 1.25% 605 +1,926 2.46% Q1 2026 Apr 30, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 79,580 51,820 0.35% 0.44% 606 +4,721 6.31% Q1 2026 May 05, 2026
Aspen Grove Capital, LLC History Added to 79,314 51,727 10.06% 9.23% 607 +1,464 1.88% Q1 2026 May 14, 2026
Northwest & Ethical Investments L.P. History No change 79,500 51,702 1.2% 1.22% 608 0 0.0% Q1 2026 May 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 79,130 51,461 2.7% 3.8% 609 0 0.0% Q1 2026 Apr 15, 2026
Seal Cove Capital, LLC History Reduced 78,507 51,056 44.75% 49.98% 610 -13 -0.02% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 83,233 51,021 1.18% 0.99% 611 +53,211 177.24% Q1 2026 Apr 27, 2026
Arvest Bank Trust Division History Added to 78,042 50,753 2.76% 2.88% 612 +65 0.08% Q1 2026 May 13, 2026
FIRST NATIONAL TRUST CO History Reduced 78,015 50,736 1.73% 1.82% 613 -1,840 -2.3% Q1 2026 May 07, 2026
Soltis Investment Advisors LLC History Added to 78,004 50,729 3.2% 1.74% 615 +39,332 101.71% Q1 2026 Apr 27, 2026
BARINGS LLC History Reduced 78,005 50,729 0.82% 1.22% 614 -19,325 -19.86% Q1 2026 May 06, 2026
World Investment Advisors History Reduced 77,884 50,651 0.82% 1.07% 616 -18,591 -19.27% Q1 2026 Apr 27, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 77,789 50,589 0.58% 0.81% 617 -19,159 -19.76% Q1 2026 Apr 23, 2026
Caprock Group, LLC History Added to 77,532 50,554 1.23% 1.1% 618 +1,144 1.5% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 77,698 50,530 0.77% 0.81% 619 +320 0.41% Q1 2026 Apr 07, 2026
Lebenthal Global Advisors, LLC History Added to 76,957 50,048 7.28% 7.74% 620 +3,395 4.62% Q1 2026 May 14, 2026
Commonwealth Financial Services, LLC History Added to 76,845 49,975 7.91% 8.12% 621 +4,625 6.4% Q1 2026 May 07, 2026
MSA Advisors, LLC History Reduced 76,728 49,970 15.02% 15.6% 622 -14,651 -16.03% Q1 2026 May 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 76,773 49,928 0.74% 0.77% 623 -660 -0.85% Q1 2026 May 05, 2026
Galilei Investment Office LLP History No change 76,730 49,899 25.86% 24.65% 624 0 0.0% Q1 2026 May 13, 2026
KALEIDOSCOPE CAPITAL LP History Added to 76,560 49,790 19.17% 19.89% 625 +214 0.28% Q1 2026 May 11, 2026
ADAR1 Capital Management, LLC History Added to 75,940 49,386 2.91% 2.74% 626 +21,256 38.87% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 75,834 49,318 0.55% 0.46% 627 +25,329 50.15% Q1 2026 May 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 75,130 48,860 2.01% 1.36% 628 +26,413 54.22% Q1 2026 Apr 14, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Added to 75,082 48,828 1.05% 0.57% 629 +32,182 75.02% Q1 2026 May 15, 2026
Hiddenite Capital Partners LP History Reduced 75,000 48,775 12.8% 13.26% 630 -75,000 -50.0% Q1 2026 May 07, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 74,691 48,575 3.14% 3.39% 631 -1,387 -1.82% Q1 2026 Apr 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 74,491 48,444 3.45% 3.66% 632 +558 0.75% Q1 2026 May 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 74,274 48,303 4.22% 4.13% 633 +2,393 3.33% Q1 2026 Apr 15, 2026
Arkos Global Advisors History Reduced 74,260 48,294 6.06% 6.54% 634 -773 -1.03% Q1 2026 May 13, 2026
Rathbones Group PLC History Reduced 74,158 48,227 0.21% 0.2% 635 -540 -0.72% Q1 2026 May 12, 2026
Gladstone Institutional Advisory LLC History Reduced 73,991 48,119 1.78% 2.17% 636 -10,277 -12.2% Q1 2026 May 14, 2026
Embree Financial Group History Reduced 73,962 48,100 5.66% 6.56% 637 -4,498 -5.73% Q1 2026 Apr 23, 2026
McAlister, Sweet & Associates, Inc. History Added to 73,834 48,017 29.9% 28.94% 638 +17,939 32.09% Q1 2026 Apr 02, 2026
PINKERTON WEALTH, LLC History Added to 70,198 47,869 4.36% 4.79% 639 +1,726 2.52% Q1 2026 Apr 09, 2026
Cordoba Advisory Partners LLC History Added to 73,132 47,679 13.18% 0.61% 640 +69,497 1911.88% Q1 2026 Apr 28, 2026
Frank, Rimerman Advisors LLC History Reduced 73,280 47,656 3.12% 3.24% 641 -1,652 -2.2% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 73,260 47,643 0.56% 0.33% 642 +28,244 62.74% Q1 2026 Apr 24, 2026
Board of Trustees of The Leland Stanford Junior University History New 73,085 47,530 5.6% 643 +73,085 New Q1 2026 May 07, 2026
Systematic Alpha Investments, LLC History No change 72,970 47,455 1.67% 1.55% 644 0 0.0% Q1 2026 May 18, 2026
IPG Investment Advisors LLC History Added to 72,525 47,297 8.12% 8.05% 645 +5,343 7.95% Q1 2026 May 12, 2026
SYMMETRY PEAK MANAGEMENT LLC History Reduced 72,500 47,149 13.15% 20.92% 646 -43,300 -37.39% Q1 2026 May 15, 2026
Purpose Unlimited Inc. History Added to 74,696 47,133 1.95% 2.08% 647 +8,083 12.13% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 72,415 47,094 0.86% 0.6% 648 +26,524 57.8% Q1 2026 May 11, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 72,251 46,987 8.87% 9.53% 649 -65 -0.09% Q1 2026 May 07, 2026
Robertson Stephens Wealth Management, LLC History Reduced 71,897 46,885 1.31% 8.91% 650 -428,929 -85.64% Q1 2026 Apr 28, 2026
Allie Family Office LLC History Reduced 71,636 46,638 20.41% 23.06% 651 -662 -0.92% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History Reduced 71,675 46,613 5.1% 5.67% 652 -7,015 -8.91% Q1 2026 Apr 28, 2026
Simmons Bank History Reduced 71,620 46,576 3.12% 3.47% 653 -4,447 -5.85% Q1 2026 Apr 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 71,576 46,548 0.11% 0.09% 654 +12,226 20.6% Q1 2026 May 15, 2026
Wealthstar Advisors, LLC History Added to 71,198 46,303 21.71% 19.6% 655 +5,908 9.05% Q1 2026 Apr 27, 2026
James J. Burns & Company, LLC History Added to 71,166 46,281 6.28% 5.49% 656 +12,784 21.9% Q1 2026 Apr 17, 2026
Lazard Freres Gestion S.A.S. History Reduced 71,053 46,208 0.91% 1.04% 657 -13,960 -16.42% Q1 2026 May 07, 2026
Composition Wealth, LLC History Reduced 70,737 46,003 0.63% 0.75% 658 -6,031 -7.86% Q1 2026 Apr 08, 2026
Addison Capital Co History Added to 70,183 45,642 8.12% 7.58% 659 +25,681 57.71% Q1 2026 Apr 29, 2026
Timelo Investment Management Inc. History Reduced 70,000 45,523 35.9% 65.31% 661 -200,000 -74.07% Q1 2026 May 14, 2026
Fore Capital, LLC History New 70,000 45,523 28.17% 662 +70,000 New Q1 2026 May 08, 2026
Archon Partners LLC History No change 70,000 45,523 5.39% 4.99% 660 0 0.0% Q1 2026 May 15, 2026
Seven Post Investment Office LP History Reduced 69,811 45,400 14.67% 18.44% 663 -5,828 -7.71% Q1 2026 May 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 69,780 45,380 7.76% 8.14% 664 -600 -0.85% Q1 2026 May 04, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 69,499 45,198 0.33% 0.27% 665 +12,924 22.84% Q1 2026 May 15, 2026
Kozak & Associates, Inc. History Reduced 65,851 45,180 8.81% 8.85% 666 -169 -0.26% Q1 2026 Apr 14, 2026
Gryphon Financial Partners LLC History Added to 69,460 45,172 4.63% 2.8% 667 +31,020 80.7% Q1 2026 May 06, 2026
Pitcairn Wealth Advisors LLC History Reduced 66,171 45,123 4.15% 4.06% 668 -1 -0.0% Q1 2026 May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 72,294 45,107 1.98% 2.22% 669 +3,202 4.63% Q1 2026 Apr 28, 2026
Madison Asset Management, LLC History Added to 68,631 44,633 0.55% 0.5% 670 +4,593 7.17% Q1 2026 May 07, 2026
Clear Harbor Asset Management, LLC History Reduced 68,449 44,515 3.07% 3.16% 671 -43 -0.06% Q1 2026 May 05, 2026
AXA S.A. History No change 67,929 44,176 17.23% 21.92% 672 0 0.0% Q1 2026 May 15, 2026
Midwest Professional Planners, LTD. History Added to 67,850 44,125 10.39% 10.73% 673 +1,404 2.11% Q1 2026 May 05, 2026
Union Bancaire Privee, UBP SA History Added to 68,964 44,104 0.61% 0.47% 674 +13,317 23.93% Q1 2026 Apr 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 64,519 43,996 3.94% 3.94% 675 0 0.0% Q4 2025 Jan 30, 2026
Bleichroeder LP History Added to 67,645 43,992 7.6% 3.91% 676 +35,075 107.69% Q1 2026 May 14, 2026
Tyche Wealth Partners LLC History Added to 67,261 43,742 6.75% 7.01% 677 +2,486 3.84% Q1 2026 May 06, 2026
Kera Capital Partners, Inc. History Reduced 67,041 43,599 5.35% 5.77% 678 -560 -0.83% Q1 2026 May 06, 2026
BENJAMIN EDWARDS INC History Added to 67,028 43,592 0.43% 0.5% 679 +986 1.49% Q1 2026 May 12, 2026
Socha Financial Group, LLC History Added to 66,969 43,552 22.09% 21.46% 680 +2,464 3.82% Q1 2026 Apr 30, 2026
Verger Capital Management LLC History Reduced 66,919 43,520 12.83% 13.53% 681 -120 -0.18% Q1 2026 May 13, 2026
Lanham O'Dell & Company, Inc. History No change 63,811 43,513 12.53% 12.53% 682 0 0.0% Q4 2025 Jan 12, 2026
CAPITAL ADVISORS INC/OK History Reduced 66,785 43,432 0.7% 1.02% 683 -25,959 -27.99% Q1 2026 Apr 27, 2026
Inscription Capital, LLC History Reduced 66,543 43,275 4.55% 4.74% 684 -1,145 -1.69% Q1 2026 Apr 20, 2026
Weiss Asset Management LP History Added to 66,500 43,247 0.73% 0.44% 685 +20,000 43.01% Q1 2026 May 15, 2026
Lutz Financial Services LLC History Reduced 66,202 43,053 2.89% 3.1% 686 -669 -1.0% Q1 2026 May 04, 2026
Atlantic Private Wealth, LLC History Reduced 66,125 43,003 28.11% 29.58% 687 -1,721 -2.54% Q1 2026 May 08, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 65,815 42,802 27.96% 29.96% 688 -2,150 -3.16% Q1 2026 Apr 21, 2026
L & S Advisors Inc History Added to 65,632 42,683 5.37% 1.77% 689 +37,471 133.06% Q1 2026 May 11, 2026
Thoma Capital Management LLC History Added to 65,520 42,610 25.2% 25.53% 690 +523 0.8% Q1 2026 Apr 20, 2026
Beacon Bank & Trust History Reduced 65,314 42,476 8.71% 9.54% 691 -3,665 -5.31% Q1 2026 Apr 28, 2026
Wernau Asset Management Inc. History Reduced 65,308 42,472 29.62% 40.64% 692 -44,840 -40.71% Q1 2026 Apr 22, 2026
GUIDANCE CAPITAL, INC History Reduced 58,361 42,240 9.47% 10.56% 693 -4,379 -6.98% Q1 2026 May 08, 2026
Proficio Capital Partners LLC History Reduced 64,865 42,236 2.26% 3.17% 694 -1,479 -2.23% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 78,979 42,222 1.0% 1.01% 695 +18,210 29.97% Q1 2026 May 11, 2026
North Star Investment Management Corp. History Added to 64,665 42,054 2.55% 2.77% 696 +21 0.03% Q1 2026 Apr 23, 2026
Empowered Funds, LLC History Added to 63,964 41,598 0.27% 0.55% 697 +16,488 34.73% Q1 2026 May 14, 2026
CANANDAIGUA NATIONAL CORP History New 63,806 41,495 3.71% 698 +63,806 New Q1 2026 Apr 08, 2026
Wallace Hart LLC History Reduced 63,699 41,426 57.08% 35.0% 699 -5,948 -8.54% Q1 2026 May 08, 2026
Curtis Advisory Group, LLC History No change 63,429 41,250 8.89% 9.07% 700 0 0.0% Q1 2026 May 08, 2026
CONNORS INVESTOR SERVICES INC History Reduced 63,251 41,134 3.8% 4.01% 701 -4,998 -7.32% Q1 2026 May 15, 2026
Intrua Financial, LLC History Reduced 63,181 41,089 4.24% 4.96% 702 -5,775 -8.37% Q1 2026 Apr 23, 2026
Orion Porfolio Solutions, LLC History Reduced 63,041 40,998 0.35% 0.47% 703 -31,890 -33.59% Q1 2026 May 13, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 62,949 40,938 6.55% 6.94% 704 -1,363 -2.12% Q1 2026 Apr 28, 2026
OneDigital Investment Advisors LLC History Added to 62,933 40,927 0.4% 0.39% 705 +435 0.7% Q1 2026 May 08, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 62,835 40,864 23.74% 23.65% 706 -175 -0.28% Q1 2026 May 01, 2026
SJBENEN ADVISORY, LLC History Reduced 62,651 40,744 34.0% 12.03% 707 -29,957 -32.35% Q1 2026 Apr 13, 2026
Caldwell Trust Co History Added to 62,622 40,725 3.64% 3.73% 708 +1,020 1.66% Q1 2026 Apr 22, 2026
Lifestyle Asset Management, Inc. History Reduced 62,546 40,676 13.29% 13.9% 709 -135 -0.22% Q1 2026 Apr 10, 2026
Chesley Taft & Associates LLC History Reduced 62,460 40,620 1.7% 1.69% 710 -196 -0.31% Q1 2026 Apr 13, 2026
MGO ONE SEVEN LLC History Reduced 62,458 40,619 0.82% 1.03% 711 -11,297 -15.32% Q1 2026 May 14, 2026
Wilkerson Advisory Group LLC History Added to 62,441 40,607 13.96% 14.17% 712 +3,450 5.85% Q1 2026 May 08, 2026
TSG Advice Partners, LLC History Reduced 62,301 40,516 6.07% 11.75% 713 -50,597 -44.82% Q1 2026 Apr 24, 2026
Capital World Investors History Added to 64,032 40,466 0.01% 0.0% 714 +11,466 21.81% Q1 2026 May 13, 2026
Anfield Capital Management, LLC History Reduced 62,202 40,452 11.13% 13.72% 715 -1,604 -2.51% Q1 2026 May 12, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History Reduced 61,881 40,354 7.98% 8.85% 716 -4,021 -6.1% Q1 2026 May 06, 2026
Western Wealth Management, LLC History Added to 62,017 40,332 1.47% 1.6% 717 +11,235 22.12% Q1 2026 May 19, 2026
SNS Financial Group, LLC History Reduced 61,814 40,311 3.47% 3.68% 718 -741 -1.18% Q1 2026 Apr 14, 2026
Capital Wealth Planning, LLC History Added to 61,867 40,234 0.22% 0.25% 719 +4,864 8.53% Q1 2026 May 15, 2026
Wealth Advisory Solutions, LLC History Added to 61,756 40,162 8.95% 9.65% 720 +1,066 1.76% Q1 2026 Apr 22, 2026
Calamos Wealth Management LLC History Added to 61,499 40,045 1.38% 1.35% 721 +3,845 6.67% Q1 2026 May 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 61,574 40,044 0.02% 0.02% 722 -29 -0.05% Q1 2026 May 04, 2026
Crestwood Advisors Group, LLC History Reduced 61,499 39,995 0.67% 0.8% 723 -8,590 -12.26% Q1 2026 May 05, 2026
Tiller Private Wealth, Inc. History Added to 61,397 39,928 14.19% 14.85% 724 +199 0.33% Q1 2026 Apr 22, 2026
GM Advisory Group, LLC History Added to 61,322 39,880 1.54% 1.63% 725 +335 0.55% Q1 2026 Apr 28, 2026
Evansbrook LLC History No change 58,475 39,875 26.67% 26.67% 726 0 0.0% Q4 2025 Feb 19, 2026
Aviso Financial Inc. History Reduced 61,184 39,786 1.41% 1.61% 727 -775 -1.25% Q1 2026 May 13, 2026
11 Capital Partners LP History Added to 61,000 39,670 11.38% 7.5% 728 +21,000 52.5% Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History Reduced 60,789 39,533 2.3% 2.48% 729 -642 -1.05% Q1 2026 Apr 30, 2026
Kovack Advisors, Inc. History Reduced 60,317 39,450 2.1% 2.28% 730 -11,555 -16.08% Q1 2026 May 12, 2026
Bridgewater Advisors Inc. History Added to 52,999 39,341 2.34% 2.33% 731 +609 1.16% Q1 2026 May 14, 2026
Financial Partners Group, Inc History Reduced 60,437 39,304 4.7% 4.86% 732 -271 -0.45% Q1 2026 Apr 10, 2026
Whitford Management LLC History Added to 60,386 39,271 40.12% 27.33% 733 +20,927 53.03% Q1 2026 May 15, 2026
ASSOCIATED BANC-CORP History Reduced 59,811 38,897 1.03% 1.05% 734 -388 -0.64% Q1 2026 May 01, 2026
HANOVER ADVISORS INC History Added to 59,612 38,768 15.76% 15.65% 735 +518 0.88% Q1 2026 May 07, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 59,395 38,626 12.9% 13.42% 736 -361 -0.6% Q1 2026 May 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 59,371 38,610 0.96% 0.96% 737 +2,317 4.06% Q1 2026 Apr 29, 2026
Trinity Financial Advisors LLC History Reduced 59,052 38,510 10.97% 11.67% 738 -1,955 -3.2% Q1 2026 Apr 07, 2026
ASPIRIANT, LLC History Reduced 59,098 38,434 1.09% 1.17% 739 -734 -1.23% Q1 2026 May 12, 2026
Family Manage LLC History Added to 58,886 38,295 4.59% 3.77% 740 +15,131 34.58% Q1 2026 May 15, 2026
Hapanowicz & Associates Financial Services, Inc History Added to 58,812 38,247 15.21% 15.22% 741 +1,845 3.24% Q1 2026 Apr 28, 2026
Argent Trust Co History Reduced 58,709 38,180 1.3% 1.41% 742 -1,794 -2.97% Q1 2026 May 13, 2026
Swiss Life Asset Management Ltd History Added to 58,600 38,109 0.19% 0.19% 743 +4,000 7.33% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Added to 58,468 38,024 1.11% 1.15% 744 +570 0.98% Q1 2026 Apr 21, 2026
Apollon Wealth Management, LLC History Reduced 58,427 37,997 0.62% 0.73% 745 -3,372 -5.46% Q1 2026 Apr 22, 2026
Capasso Planning Partners LLC History No change 55,703 37,984 20.81% 20.81% 746 0 0.0% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Added to 58,090 37,778 0.03% 0.03% 747 +147 0.25% Q1 2026 May 14, 2026
71 West Capital Partners History Added to 57,699 37,523 1.65% 1.46% 748 +11,014 23.59% Q1 2026 May 06, 2026
Spire Wealth Management History Reduced 57,430 37,348 1.27% 1.34% 749 -1,358 -2.31% Q1 2026 Apr 22, 2026
TIG Advisors, LLC History Added to 57,372 37,314 1.72% 1.81% 750 +174 0.3% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Reduced 57,300 37,264 0.04% 0.07% 751 -41,700 -42.12% Q1 2026 May 11, 2026
Johnson Financial Group, Inc. History Reduced 57,041 37,198 1.35% 1.5% 752 -1,704 -2.9% Q1 2026 May 07, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 57,179 37,185 1.4% 1.45% 753 +164 0.29% Q1 2026 May 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 64,281 37,144 1.19% 0.59% 754 +4,806 8.08% Q1 2026 Apr 29, 2026
Anchor Capital Management Group Inc History No change 57,000 37,069 25.78% 25.29% 755 0 0.0% Q1 2026 May 18, 2026
OAKMONT Corp History Added to 56,725 36,890 7.01% 6.28% 756 +3,484 6.54% Q1 2026 May 12, 2026
ADIRONDACK TRUST CO History Reduced 56,677 36,858 12.38% 13.16% 757 -1,999 -3.41% Q1 2026 Apr 03, 2026
Retirement Planning Group, LLC History Reduced 56,650 36,842 1.14% 1.31% 758 -1,747 -2.99% Q1 2026 May 04, 2026
CENTAURUS FINANCIAL, INC. History Reduced 56,530 36,764 1.75% 1.98% 759 -6,907 -10.89% Q1 2026 May 18, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 56,299 36,613 0.75% 0.71% 760 +3,752 7.14% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 56,275 36,598 0.28% 0.29% 761 0 0.0% Q1 2026 May 04, 2026
Mechanics Bank Trust Department History Added to 56,180 36,536 5.06% 4.93% 762 +978 1.77% Q1 2026 Apr 09, 2026
CAMBIENT FAMILY OFFICE, LLC History Reduced 55,809 36,395 5.08% 5.88% 763 -4,402 -7.31% Q1 2026 Apr 21, 2026
Mine & Arao Wealth Creation & Management, LLC. History Reduced 55,958 36,391 15.27% 15.27% 764 -1,274 -2.23% Q1 2026 Apr 29, 2026
Hibernia Wealth Partners, LLC History Reduced 55,865 36,341 10.75% 11.57% 765 -487 -0.86% Q1 2026 May 04, 2026
Cercano Management LLC History No change 55,788 36,281 1.57% 1.44% 766 0 0.0% Q1 2026 May 13, 2026
Prosperity Consulting Group, LLC History Added to 55,754 36,259 1.61% 1.63% 767 +2,501 4.7% Q1 2026 May 05, 2026
GREENBERG FINANCIAL GROUP History No change 53,028 36,173 14.89% 14.89% 768 0 0.0% Q4 2025 Jan 22, 2026
PROFFITT & GOODSON INC History Reduced 55,512 36,101 5.56% 5.32% 769 -420 -0.75% Q1 2026 May 06, 2026
Glen Eagle Advisors, LLC History Reduced 55,430 36,048 5.05% 5.25% 770 -1,094 -1.94% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 55,248 36,029 1.96% 2.08% 771 +35 0.06% Q1 2026 May 06, 2026
HM PAYSON & CO History Added to 55,117 35,844 0.52% 0.48% 772 +5,592 11.29% Q1 2026 Apr 13, 2026
Gateway Wealth Partners, LLC History Added to 54,971 35,750 1.39% 2.14% 773 +26,838 95.4% Q1 2026 May 15, 2026
Ayalon Insurance Comp Ltd. History Added to 54,596 35,578 7.27% 7.37% 774 +10,177 22.91% Q1 2026 Apr 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 54,571 35,489 0.15% 0.16% 775 -1,672 -2.97% Q1 2026 May 08, 2026
Carnegie Investment Counsel History Reduced 54,404 35,381 0.69% 0.9% 776 -16,851 -23.65% Q1 2026 May 01, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 54,377 35,363 8.85% 9.24% 777 -1,990 -3.53% Q1 2026 Apr 28, 2026
TCV Trust & Wealth Management, Inc. History Reduced 54,201 35,249 2.95% 3.18% 778 -3,471 -6.02% Q1 2026 Apr 21, 2026
Tower Research Capital LLC (TRC) History Added to 54,144 35,212 0.92% 0.01% 779 +53,457 7781.22% Q1 2026 May 15, 2026
Avestar Capital, LLC History Added to 54,113 35,192 2.26% 2.3% 780 +2,046 3.93% Q1 2026 May 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 53,950 35,085 1.93% 1.96% 781 -347 -0.64% Q1 2026 May 14, 2026
Callan Family Office, LLC History Added to 53,356 34,699 0.79% 0.77% 782 +766 1.46% Q1 2026 May 13, 2026
Virtue Capital Management, LLC History Reduced 54,803 34,633 5.27% 7.99% 783 -21,084 -27.78% Q1 2026 May 07, 2026
Cresta Advisors, Ltd. History Added to 53,247 34,628 14.18% 14.17% 784 +3,695 7.46% Q1 2026 Apr 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 52,993 34,552 3.83% 4.11% 785 -563 -1.05% Q1 2026 May 11, 2026
Kingsview Wealth Management, LLC History Reduced 53,006 34,471 0.47% 0.52% 786 -312 -0.59% Q1 2026 May 12, 2026
FARMERS TRUST CO History Added to 52,953 34,437 5.41% 5.73% 787 +1,411 2.74% Q1 2026 Apr 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 52,408 34,083 1.84% 1.97% 788 -72 -0.14% Q1 2026 May 06, 2026
Liberty Mutual Group Asset Management Inc. History New 52,300 34,012 2.72% 789 +52,300 New Q1 2026 May 15, 2026
Larson Financial Group LLC History Reduced 123,080 33,936 1.08% 1.23% 790 -894 -0.72% Q1 2026 May 15, 2026
Austin Private Wealth, LLC History No change 49,553 33,790 2.51% 2.51% 791 0 0.0% Q4 2025 Jan 20, 2026
Curated Wealth Partners LLC History Added to 51,917 33,763 4.25% 3.82% 792 +143 0.28% Q1 2026 Apr 09, 2026
Momentum Wealth Planning, LLC History Reduced 50,904 33,712 29.96% 27.24% 793 -147 -0.29% Q1 2026 May 07, 2026
Clarity Wealth Advisors, LLC History Added to 51,690 33,616 6.91% 7.16% 794 +205 0.4% Q1 2026 Apr 24, 2026
Ironsides Asset Advisors, LLC History Added to 51,689 33,615 8.43% 8.92% 795 +62 0.12% Q1 2026 May 11, 2026
Granite FO LLC History Added to 51,629 33,576 19.87% 18.75% 796 +87 0.17% Q1 2026 May 12, 2026
Meritage Group LP History New 51,554 33,527 1.27% 797 +51,554 New Q1 2026 May 14, 2026
DIVERSIFIED MANAGEMENT INC History Added to 51,545 33,521 5.75% 8.19% 798 +109 0.21% Q1 2026 Apr 09, 2026
Clarius Group, LLC History No change 49,026 33,431 1.91% 1.91% 799 0 0.0% Q4 2025 Jan 14, 2026
GC Wealth Management RIA, LLC History Added to 51,382 33,415 1.38% 1.13% 800 +6,242 13.83% Q1 2026 May 14, 2026
CULLINAN ASSOCIATES INC History Reduced 51,188 33,289 2.69% 2.63% 801 -5,673 -9.98% Q1 2026 May 01, 2026
Ninepoint Partners LP History No change 48,800 33,277 3.68% 3.68% 802 0 0.0% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 51,130 33,251 0.24% 0.49% 803 -36,437 -41.61% Q1 2026 May 15, 2026
JCP Investment Management, LLC History Added to 50,944 33,222 22.1% 18.86% 804 +15,949 45.58% Q1 2026 May 15, 2026
Redhawk Wealth Advisors, Inc. History Added to 51,057 33,204 3.67% 3.55% 805 +4,619 9.95% Q1 2026 Apr 15, 2026
MTC Wealth Management LLC History Reduced 50,988 33,159 15.75% 18.78% 806 -7,700 -13.12% Q1 2026 May 04, 2026
Capital Investment Advisors, LLC History Reduced 50,933 33,123 0.48% 0.54% 807 -1,084 -2.08% Q1 2026 Apr 17, 2026
Wind River Trust Co History No change 50,618 32,918 12.41% 12.89% 808 0 0.0% Q1 2026 May 14, 2026
Kellett Wealth Advisors, LLC History Reduced 50,431 32,797 17.78% 21.84% 809 -5,643 -10.06% Q1 2026 May 04, 2026
Hobart Private Capital, LLC History Added to 50,375 32,760 6.44% 6.05% 810 +4,934 10.86% Q1 2026 Apr 07, 2026
Roth Financial Partners LLC History Reduced 50,382 32,697 11.16% 11.95% 811 -2,697 -5.08% Q1 2026 Apr 21, 2026
Safeguard Investment Advisory Group, LLC History Reduced 50,211 32,655 9.02% 9.42% 812 -3,816 -7.06% Q1 2026 May 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 50,111 32,589 2.09% 2.16% 813 -172 -0.34% Q1 2026 May 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 50,085 32,572 2.23% 2.43% 814 -1,696 -3.28% Q1 2026 Apr 21, 2026
BIRINYI ASSOCIATES INC History Reduced 50,015 32,527 8.86% 8.66% 815 -754 -1.49% Q1 2026 May 04, 2026
Edenbrook Capital, LLC History Reduced 50,000 32,517 10.13% 12.72% 816 -50,000 -50.0% Q1 2026 May 14, 2026
Ursa Fund Management, LLC History New 50,000 32,517 30.24% 818 +50,000 New Q1 2026 May 15, 2026
ELWOOD CAPITAL PARTNERS LP History Added to 50,000 32,517 16.49% 10.14% 817 +25,000 100.0% Q1 2026 May 14, 2026
Ausdal Financial Partners, Inc. History Added to 49,936 32,475 1.44% 1.1% 819 +15,160 43.59% Q1 2026 May 12, 2026
Marmo Financial Group, LLC History Reduced 49,866 32,430 16.06% 16.33% 820 -734 -1.45% Q1 2026 Apr 23, 2026
Parallel Advisors, LLC History Added to 49,763 32,363 0.58% 0.58% 821 +3,146 6.75% Q1 2026 May 07, 2026
Calydon Capital History Added to 49,696 32,319 5.28% 5.49% 822 +1,931 4.04% Q1 2026 May 15, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 49,688 32,314 2.58% 2.8% 823 -299 -0.6% Q1 2026 May 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 49,651 32,290 17.11% 18.59% 824 +716 1.46% Q1 2026 May 13, 2026
Sanchez Wealth Management Group History Reduced 49,639 32,282 6.98% 7.33% 825 -652 -1.3% Q1 2026 Apr 29, 2026
MKT Advisors LLC History Reduced 48,925 32,252 10.81% 11.73% 826 -1,056 -2.11% Q1 2026 Apr 10, 2026
Aft, Forsyth & Sober, LLC History No change 49,400 32,126 9.8% 10.2% 827 0 0.0% Q1 2026 May 14, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 49,948 31,916 0.99% 1.0% 828 +502 1.02% Q1 2026 May 11, 2026
GeoSphere Capital Management, LLC History Reduced 49,000 31,866 13.93% 32.3% 829 -94,900 -65.95% Q1 2026 May 15, 2026
ARDSLEY ADVISORY PARTNERS LP History New 49,000 31,866 4.06% 830 +49,000 New Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 48,897 31,800 0.56% 0.71% 831 -12,837 -20.79% Q1 2026 May 11, 2026
Fortis Capital Advisors, LLC History Added to 48,863 31,777 4.16% 4.87% 832 +452 0.93% Q1 2026 Apr 28, 2026
NBC SECURITIES, INC. History Reduced 48,601 31,607 2.37% 2.58% 833 -1,928 -3.82% Q1 2026 Apr 14, 2026
Montz Harcus Wealth Management LLC History Added to 48,552 31,575 12.75% 13.34% 834 +295 0.61% Q1 2026 Apr 29, 2026
QUADRANT CAPITAL GROUP LLC History Added to 48,438 31,501 0.94% 1.0% 835 +43 0.09% Q1 2026 May 13, 2026
Palumbo Wealth Management LLC History Added to 48,380 31,463 7.68% 8.04% 836 +569 1.19% Q1 2026 May 12, 2026
True North Advisors, LLC History Reduced 48,141 31,307 3.57% 4.4% 837 -1,813 -3.63% Q1 2026 May 07, 2026
Taylor & Morgan Wealth Management, LLC History Added to 47,943 31,179 17.79% 17.7% 838 +1,627 3.51% Q1 2026 Apr 09, 2026
Capital Group Private Client Services, Inc. History Reduced 47,871 31,132 0.52% 0.57% 839 -4,805 -9.12% Q1 2026 May 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 47,820 31,099 3.57% 2.71% 840 +13,284 38.46% Q1 2026 May 14, 2026
Avidian Wealth Enterprises, LLC History Added to 47,752 31,054 0.98% 0.95% 841 +9,378 24.44% Q1 2026 May 07, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 47,624 30,971 4.93% 5.08% 842 +130 0.27% Q1 2026 May 15, 2026
Essex Financial Services, Inc. History Reduced 47,270 30,741 1.72% 1.86% 843 -686 -1.43% Q1 2026 Apr 24, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 47,237 30,720 5.54% 5.22% 844 -481 -1.01% Q1 2026 Apr 29, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 481,472 30,455 17.8% 18.52% 845 +488 0.1% Q1 2026 Apr 08, 2026
Regal Investment Advisors LLC History Reduced 46,742 30,398 1.75% 1.96% 846 -1,319 -2.74% Q1 2026 May 14, 2026
Avior Wealth Management, LLC History Added to 46,696 30,367 0.86% 0.86% 847 +6,330 15.68% Q1 2026 Apr 09, 2026
BSW Wealth Partners History Reduced 46,359 30,149 3.68% 3.81% 848 -242 -0.52% Q1 2026 Apr 14, 2026
SMITH, MOORE & CO. History Added to 46,256 30,082 2.19% 2.33% 849 +1,059 2.34% Q1 2026 May 05, 2026
Independent Family Office, LLC History Reduced 46,213 30,054 12.37% 13.16% 850 -7 -0.02% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 46,195 30,042 0.05% 0.02% 851 +31,929 223.81% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Added to 45,863 29,826 1.16% 1.15% 852 +638 1.41% Q1 2026 May 12, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Reduced 45,505 29,808 5.3% 5.13% 853 -559 -1.21% Q1 2026 May 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 45,785 29,775 0.44% 0.46% 854 -265 -0.58% Q1 2026 May 12, 2026
WELCH & FORBES LLC History Reduced 45,628 29,673 0.38% 0.46% 855 -10,530 -18.75% Q1 2026 May 01, 2026
PFG Investments, LLC History Added to 45,452 29,559 1.38% 1.44% 856 +511 1.14% Q1 2026 Apr 27, 2026
Vavra Capital Management, LLC History Added to 45,443 29,553 28.73% 29.94% 857 +744 1.66% Q1 2026 Apr 27, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 45,428 29,543 2.81% 2.29% 858 +10,505 30.08% Q1 2026 Apr 09, 2026
SFG Wealth Management, LLC. History Reduced 45,410 29,531 12.16% 15.27% 859 -11,587 -20.33% Q1 2026 Apr 22, 2026
iA Global Asset Management Inc. History Reduced 45,363 29,501 0.42% 0.41% 860 -1,453 -3.1% Q1 2026 Apr 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 45,208 29,401 1.51% 1.6% 861 +726 1.63% Q1 2026 Apr 15, 2026
AMARILLO NATIONAL BANK History Added to 45,088 29,322 5.18% 5.37% 862 +213 0.47% Q1 2026 Apr 17, 2026
FIDUCIARY TRUST CO History Reduced 45,026 29,282 0.35% 0.35% 863 -136 -0.3% Q1 2026 May 15, 2026
FSA WEALTH PARTNERS, INC. History Added to 45,008 29,270 13.92% 10.72% 864 +1,255 2.87% Q1 2026 Apr 27, 2026
DSC Meridian Capital LP History Reduced 45,000 29,265 9.0% 35.88% 865 -155,000 -77.5% Q1 2026 May 15, 2026
Americana Partners, LLC History Reduced 44,995 29,262 0.76% 0.9% 866 -3,196 -6.63% Q1 2026 May 12, 2026
Heritage Trust Co History Added to 44,891 29,194 2.93% 3.03% 867 +1,258 2.88% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History Reduced 41,454 29,015 1.75% 3.68% 868 -41,060 -49.76% Q1 2026 Apr 20, 2026
Aragon Global Management, LP History No change 44,580 28,992 20.23% 9.23% 869 0 0.0% Q1 2026 May 15, 2026
Constant Guidance Financial LLC History Reduced 44,451 28,908 19.99% 25.14% 870 -7,952 -15.17% Q1 2026 May 15, 2026
PKS Advisory Services, LLC History Added to 44,295 28,894 6.72% 6.51% 871 +2,433 5.81% Q1 2026 May 13, 2026
Second Line Capital, LLC History Added to 40,114 28,828 5.46% 4.58% 872 +7,512 23.04% Q1 2026 May 14, 2026
Elequin Capital, LP History Reduced 44,279 28,796 2.42% 2.28% 873 -740 -1.64% Q1 2026 May 11, 2026
BOSTON FAMILY OFFICE LLC History Reduced 44,183 28,734 1.91% 2.19% 874 -6,510 -12.84% Q1 2026 May 13, 2026
Timmons Wealth Management, LLC History Added to 44,069 28,659 27.16% 29.52% 875 +82 0.19% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 44,018 28,626 0.5% 2.36% 876 -145,982 -76.83% Q1 2026 Apr 20, 2026
Firestone Capital Management History Reduced 43,825 28,501 5.93% 6.42% 877 -585 -1.32% Q1 2026 May 08, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 43,754 28,454 2.53% 2.74% 878 -37 -0.08% Q1 2026 May 01, 2026
ARS Investment Partners, LLC History Added to 43,715 28,429 1.48% 1.72% 879 +646 1.5% Q1 2026 Apr 16, 2026
Jasper Ridge Partners, L.P. History No change 43,695 28,416 0.63% 0.66% 880 0 0.0% Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Reduced 43,630 28,374 0.97% 1.27% 881 -9,536 -17.94% Q1 2026 Apr 07, 2026
MOTCO History Reduced 43,605 28,358 2.62% 2.79% 882 -1,460 -3.24% Q1 2026 Apr 22, 2026
XTX Topco Ltd History Added to 43,555 28,325 0.49% 0.64% 883 +7,617 21.19% Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 43,414 28,170 0.24% 0.27% 884 -3,269 -7.0% Q1 2026 May 14, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 43,200 28,095 2.42% 2.55% 885 -694 -1.58% Q1 2026 May 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 42,996 28,039 0.61% 0.65% 886 +474 1.11% Q1 2026 May 14, 2026
Salomon & Ludwin, LLC History Reduced 42,526 27,889 2.49% 2.59% 887 -115 -0.27% Q1 2026 May 11, 2026
BlueCrest Capital Management Ltd History Added to 42,800 27,834 1.64% 0.24% 888 +31,300 272.17% Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History Added to 42,661 27,820 0.74% 0.74% 889 +840 2.01% Q1 2026 May 14, 2026
HANCOCK WHITNEY CORP History Reduced 39,821 27,762 0.48% 0.59% 890 -7,795 -16.37% Q1 2026 May 15, 2026
LVW Advisors, LLC History Added to 42,634 27,726 2.64% 0.36% 891 +37,381 711.61% Q1 2026 Apr 20, 2026
LFA - Lugano Financial Advisors SA History Added to 42,575 27,688 14.08% 13.71% 892 +3,631 9.32% Q1 2026 May 05, 2026
Resonant Capital Advisors, LLC History Added to 42,423 27,665 1.45% 1.59% 893 +200 0.47% Q1 2026 Apr 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 42,215 27,454 2.07% 2.21% 894 +2,006 4.99% Q1 2026 Apr 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 42,107 27,384 0.42% 0.45% 895 -3,133 -6.93% Q1 2026 May 01, 2026
GREENLEAF TRUST History Added to 42,016 27,324 0.27% 0.26% 896 +590 1.42% Q1 2026 Apr 27, 2026
Connecticut Wealth Management, LLC History Added to 41,980 27,301 1.14% 1.16% 897 +2,976 7.63% Q1 2026 Apr 30, 2026
Norris Financial Group, LLC History Reduced 41,933 27,270 8.9% 14.77% 898 -21,802 -34.21% Q1 2026 May 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 37,912 27,221 0.35% 0.34% 899 -513 -1.34% Q1 2026 May 06, 2026
CHILTON INVESTMENT CO INC. History Added to 41,774 27,167 0.64% 0.42% 900 +12,445 42.43% Q1 2026 May 15, 2026
Truxt Investmentos Ltda. History New 41,764 27,160 17.44% 901 +41,764 New Q1 2026 May 05, 2026
FFT WEALTH MANAGEMENT LLC History Added to 41,466 27,041 4.9% 5.37% 902 +206 0.5% Q1 2026 May 14, 2026
Financial Engines Advisors L.L.C. History Added to 41,518 27,000 0.05% 0.05% 903 +2 0.0% Q1 2026 May 14, 2026
Three Bridge Wealth Advisors, LLC History Reduced 41,347 26,964 7.4% 7.53% 904 -416 -1.0% Q1 2026 May 12, 2026
Sovereign Financial Group, Inc. History Reduced 41,455 26,959 4.68% 4.93% 905 -493 -1.18% Q1 2026 Apr 17, 2026
Indiana Trust & Investment Management Co History Reduced 41,367 26,902 8.31% 8.4% 906 -388 -0.93% Q1 2026 Apr 28, 2026
Cadence Bank History No change 39,402 26,869 1.57% 1.57% 907 0 0.0% Q4 2025 Jan 30, 2026
Sovereign Investment Advisors, LLC History Added to 41,197 26,866 5.69% 4.85% 908 +12,848 45.32% Q1 2026 May 12, 2026
NICOLET BANKSHARES INC History Added to 40,982 26,722 0.99% 2.19% 909 +20,986 104.95% Q1 2026 May 14, 2026
Capital Research Global Investors History Added to 42,207 26,673 0.0% 0.0% 910 +16,250 62.6% Q1 2026 May 13, 2026
Erste Asset Management GmbH History Reduced 41,878 26,538 0.25% 0.27% 911 -5,591 -11.78% Q1 2026 May 11, 2026
Visualize Group LP History Added to 40,751 26,502 10.91% 8.83% 912 +6,071 17.51% Q1 2026 May 15, 2026
Advance Capital Management, Inc. History Reduced 40,566 26,381 1.0% 1.27% 913 -3,348 -7.62% Q1 2026 Apr 29, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Added to 40,540 26,364 0.98% 1.12% 914 +4,500 12.49% Q1 2026 May 15, 2026
Savvy Advisors, Inc. History Reduced 40,534 26,360 0.7% 0.72% 915 -6,033 -12.96% Q1 2026 May 11, 2026
Houlihan Financial Resource Group, Ltd. History Reduced 40,500 26,337 10.26% 10.59% 916 -62 -0.15% Q1 2026 Apr 29, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 40,371 26,254 0.29% 0.24% 917 +2,356 6.2% Q1 2026 Apr 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 40,320 26,221 7.38% 5.86% 918 +8,997 28.72% Q1 2026 Apr 20, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 40,305 26,211 7.26% 9.08% 919 -6,093 -13.13% Q1 2026 Apr 27, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 40,292 26,203 0.21% 0.25% 920 -6,182 -13.3% Q1 2026 May 14, 2026
MidFirst Bank History Added to 40,280 26,195 2.17% 2.18% 921 +73 0.18% Q1 2026 May 15, 2026
Rothschild Wealth LLC History Added to 41,110 26,156 2.36% 2.62% 922 +1,122 2.81% Q1 2026 May 06, 2026
Kintayl Capital LP History New 40,200 26,143 13.61% 923 +40,200 New Q1 2026 May 15, 2026
NEPC LLC History Reduced 40,025 26,029 0.52% 0.6% 924 -1,378 -3.33% Q1 2026 May 15, 2026
Extract Advisors LLC History New 40,000 26,013 9.06% 926 +40,000 New Q1 2026 May 15, 2026
Anson Funds Management LP History Reduced 40,000 26,013 2.28% 3.21% 925 -10,000 -20.0% Q1 2026 May 14, 2026
Legacy Advisors, LLC History Added to 39,924 25,963 3.06% 2.92% 927 +45 0.11% Q1 2026 May 05, 2026
Diversified Portfolios, Inc. History Reduced 39,851 25,916 2.13% 2.29% 928 -443 -1.1% Q1 2026 May 06, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 39,694 25,814 16.6% 17.02% 929 -929 -2.29% Q1 2026 May 11, 2026
LCM Capital Management Inc History Reduced 39,650 25,786 12.94% 13.72% 930 -1,988 -4.77% Q1 2026 Apr 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 39,584 25,743 1.4% 1.29% 931 +3,629 10.09% Q1 2026 May 12, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 39,583 25,742 2.57% 2.51% 932 0 0.0% Q1 2026 May 07, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 39,583 25,742 2.92% 3.61% 933 0 0.0% Q1 2026 May 13, 2026
Wellspring Financial Advisors, LLC History Reduced 751,234 25,725 1.93% 2.12% 934 -17,175 -2.24% Q1 2026 May 15, 2026
Northeast Financial Group, Inc. History Reduced 39,434 25,647 6.35% 9.07% 935 -19,346 -32.91% Q1 2026 May 15, 2026
Alphadyne Asset Management LP History Reduced 39,300 25,558 0.44% 14.82% 936 -890,462 -95.77% Q1 2026 May 15, 2026
RAELIPSKIE PARTNERSHIP History Added to 39,199 25,492 10.79% 11.18% 937 +82 0.21% Q1 2026 Apr 29, 2026
Quarry LP History Added to 39,196 25,490 4.57% 0.8% 938 +31,696 422.61% Q1 2026 May 15, 2026
BigSur Wealth Management LLC History Reduced 39,051 25,466 7.14% 7.97% 939 -9,016 -18.76% Q1 2026 Apr 22, 2026
Roble, Belko & Company, Inc History Reduced 39,129 25,447 3.24% 3.56% 940 -728 -1.83% Q1 2026 Apr 16, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 39,108 25,433 1.1% 1.13% 941 -582 -1.47% Q1 2026 May 14, 2026
Guardian Wealth Advisors, LLC History Added to 39,052 25,397 14.6% 14.8% 942 +571 1.48% Q1 2026 May 01, 2026
Focus Financial Network, Inc. History Reduced 38,873 25,280 0.91% 1.28% 943 -14,994 -27.84% Q1 2026 Apr 14, 2026
Accurate Wealth Management, LLC History Added to 37,191 25,270 3.04% 3.13% 944 +1,601 4.5% Q1 2026 Apr 22, 2026
Palisade Asset Management, LLC History Reduced 38,848 25,264 2.54% 2.59% 945 -54 -0.14% Q1 2026 Apr 14, 2026
Foguth Wealth Management, LLC. History No change 36,965 25,253 3.91% 3.91% 946 0 0.0% Q4 2025 Jan 05, 2026
Tull Financial Group, Inc. History Reduced 38,826 25,249 11.27% 11.45% 947 -388 -0.99% Q1 2026 May 07, 2026
CENTRAL TRUST Co History Added to 38,708 25,173 0.5% 0.48% 948 +3,058 8.58% Q1 2026 Apr 17, 2026
BLB&B Advisors, LLC History Reduced 38,685 25,158 1.04% 1.14% 949 -1,341 -3.35% Q1 2026 Apr 28, 2026
Integrity Financial Corp /WA History Added to 38,476 25,091 12.48% 12.98% 950 +1,004 2.68% Q1 2026 May 14, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 38,507 25,042 3.72% 4.08% 951 0 0.0% Q1 2026 May 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 38,365 24,950 0.87% 1.02% 952 -4,984 -11.5% Q1 2026 May 11, 2026
Taylor Securities Services, Inc. History Added to 38,337 24,932 11.64% 11.55% 953 +1,222 3.29% Q1 2026 May 14, 2026
Provenance Wealth Advisors, LLC History Reduced 38,324 24,923 2.64% 3.18% 954 -3,696 -8.8% Q1 2026 Apr 20, 2026
Eagle Capital Management, LLC History Reduced 38,235 24,866 9.8% 9.54% 955 -245 -0.64% Q1 2026 Apr 20, 2026
ALBION FINANCIAL GROUP /UT History Added to 38,092 24,772 1.6% 1.61% 956 +100 0.26% Q1 2026 Apr 27, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Reduced 37,931 24,668 3.13% 12.72% 957 -96,625 -71.81% Q1 2026 May 13, 2026
Pertento Partners LLP History New 37,900 24,647 1.8% 958 +37,900 New Q1 2026 May 14, 2026
Blue Edge Capital, LLC History No change 36,125 24,634 3.3% 3.3% 959 0 0.0% Q4 2025 Feb 12, 2026
BTG Pactual Asset Management US LLC History Reduced 37,835 24,605 2.13% 14.68% 960 -183,282 -82.89% Q1 2026 May 14, 2026
First Heartland Consultants, Inc. History Reduced 37,815 24,592 1.88% 2.65% 961 -13,510 -26.32% Q1 2026 Apr 08, 2026
Signal Advisors Wealth, LLC History Reduced 37,351 24,290 1.67% 2.15% 962 -2,261 -5.71% Q1 2026 Apr 17, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 37,275 24,241 0.8% 0.97% 963 -7,089 -15.98% Q1 2026 May 15, 2026
BRAVE ASSET MANAGEMENT INC History Added to 37,224 24,208 5.67% 4.59% 964 +8,601 30.05% Q1 2026 Apr 17, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 36,973 24,045 1.43% 1.81% 965 -8,960 -19.51% Q1 2026 May 11, 2026
SPINNAKER TRUST History Reduced 36,932 24,018 1.33% 1.35% 966 -46 -0.12% Q1 2026 Apr 23, 2026
Williams Jones Wealth Management, LLC. History Added to 36,698 23,866 0.29% 0.28% 967 +307 0.84% Q1 2026 May 05, 2026
McHugh Group, LLC History Added to 36,490 23,731 14.05% 13.89% 968 +697 1.95% Q1 2026 Apr 17, 2026
HUB Investment Partners, LLC History Added to 36,319 23,619 0.56% 0.58% 969 +3,353 10.17% Q1 2026 May 15, 2026
LifeSteps Financial, Inc. History Added to 36,235 23,565 14.92% 14.73% 970 +2,493 7.39% Q1 2026 Apr 22, 2026
Strategic Equity Management History Reduced 36,233 23,563 8.86% 8.6% 971 -945 -2.54% Q1 2026 Apr 21, 2026
Atlas Private Wealth Advisors History Added to 36,142 23,504 5.53% 5.4% 972 +2,239 6.6% Q1 2026 Apr 23, 2026
Pallas Capital Advisors LLC History Reduced 36,029 23,430 0.88% 0.89% 973 -3,367 -8.55% Q1 2026 Apr 21, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 35,997 23,410 7.19% 7.16% 974 -355 -0.98% Q1 2026 Apr 27, 2026
FIRST MANHATTAN CO. LLC. History Reduced 35,872 23,392 0.06% 0.06% 975 -247 -0.68% Q1 2026 May 15, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 35,928 23,365 1.95% 2.01% 976 -488 -1.34% Q1 2026 May 11, 2026
Aspen Investment Management Inc History Added to 35,925 23,364 7.16% 7.33% 977 +271 0.76% Q1 2026 Apr 15, 2026
Genesis Wealth Advisors, LLC History Added to 35,888 23,339 15.58% 16.13% 978 +1,357 3.93% Q1 2026 May 04, 2026
Aristides Capital LLC History Reduced 35,863 23,323 5.05% 4.4% 979 -601 -1.65% Q1 2026 May 14, 2026
Penobscot Investment Management Company, Inc. History Reduced 35,594 23,148 1.81% 2.03% 980 -3,988 -10.08% Q1 2026 Apr 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 35,377 23,007 0.13% 0.13% 981 -467 -1.3% Q1 2026 Apr 22, 2026
FCG Investment Co History New 35,283 22,945 10.06% 982 +35,283 New Q1 2026 Apr 09, 2026
SHP Wealth Management History Added to 35,253 22,926 1.73% 1.82% 983 +987 2.88% Q1 2026 May 08, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 35,197 22,889 0.72% 0.83% 984 -3,153 -8.22% Q1 2026 May 11, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 35,116 22,837 8.61% 10.55% 985 -5,872 -14.33% Q1 2026 Apr 22, 2026
Bryn Mawr Trust Advisors, LLC History Added to 35,087 22,818 1.11% 0.77% 986 +11,681 49.91% Q1 2026 May 04, 2026
Union Square Park Capital Management, LLC History Reduced 35,000 22,761 12.93% 14.75% 987 -10,000 -22.22% Q1 2026 May 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 34,939 22,722 1.52% 1.61% 988 +93 0.27% Q1 2026 Apr 10, 2026
Brickley Wealth Management History No change 34,863 22,672 3.89% 4.01% 989 0 0.0% Q1 2026 May 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 34,562 22,646 1.57% 1.61% 990 +72 0.21% Q1 2026 May 01, 2026
SFMG, LLC History Added to 34,798 22,630 1.53% 0.97% 991 +231 0.67% Q1 2026 May 12, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 32,573 22,620 12.81% 13.56% 992 +261 0.81% Q1 2026 Apr 17, 2026
Strategic Wealth Investment Group, LLC History Reduced 34,781 22,619 2.87% 2.95% 993 -371 -1.06% Q1 2026 May 11, 2026
Banque de Luxembourg S.A. History No change 34,768 22,611 11.7% 10.1% 994 0 0.0% Q1 2026 Apr 14, 2026
PETERSON WEALTH MANAGEMENT History Added to 34,639 22,527 13.06% 17.32% 995 +445 1.3% Q1 2026 May 15, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 34,600 22,501 9.16% 12.14% 996 -2,653 -7.12% Q1 2026 May 12, 2026
TrueWealth Advisors, LLC History Added to 34,591 22,495 5.66% 6.06% 997 +254 0.74% Q1 2026 Apr 09, 2026
FAYEZ SAROFIM & CO History Reduced 34,587 22,493 0.06% 0.17% 998 -70,465 -67.08% Q1 2026 May 15, 2026
PERSPECTIVE WEALTH ADVISORS LLC History Added to 34,583 22,490 14.59% 14.92% 999 +3,859 12.56% Q1 2026 May 08, 2026
Cornerstone Capital, Inc. History Added to 34,310 22,313 2.23% 2.27% 1000 +507 1.5% Q1 2026 May 12, 2026
Spectrum Strategic Capital Management, LLC History Added to 34,285 22,296 12.0% 12.36% 1001 +167 0.49% Q1 2026 May 14, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Added to 34,132 22,197 14.96% 15.69% 1002 +3,200 10.35% Q1 2026 May 04, 2026
Investors Portfolio Services LLC History Reduced 34,013 22,195 20.57% 25.35% 1003 -7,218 -17.51% Q1 2026 May 14, 2026
EARNED WEALTH ADVISORS, LLC History Added to 34,058 22,149 1.48% 2.06% 1004 +749 2.25% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History Added to 33,988 22,103 1.97% 1.98% 1005 +758 2.28% Q1 2026 Apr 30, 2026
Focus Partners Advisor Solutions, LLC History Added to 33,967 22,072 0.22% 0.27% 1006 +2,041 6.39% Q1 2026 May 13, 2026
Baker Avenue Asset Management, LP History Added to 33,881 22,033 0.5% 0.3% 1007 +14,791 77.48% Q1 2026 May 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 33,853 22,015 0.45% 0.44% 1008 +1,851 5.78% Q1 2026 Apr 15, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 33,820 21,994 6.08% 6.48% 1009 -575 -1.67% Q1 2026 May 08, 2026
TRUST CO OF OKLAHOMA History Reduced 33,809 21,987 6.41% 6.92% 1010 -983 -2.83% Q1 2026 Apr 20, 2026
E&G Advisors, LP History Added to 33,808 21,986 4.89% 5.11% 1011 +294 0.88% Q1 2026 Apr 21, 2026
Segment Wealth Management, LLC History Reduced 33,752 21,950 1.29% 1.35% 1012 -385 -1.13% Q1 2026 Apr 20, 2026
Insight Advisors, LLC/ PA History Reduced 33,739 21,941 4.18% 3.52% 1013 -359 -1.05% Q1 2026 May 11, 2026
Sovran Advisors, LLC History Added to 30,498 21,917 1.72% 1.69% 1014 +1,726 6.0% Q1 2026 May 01, 2026
Hummer Financial Advisory Services Inc History Added to 33,564 21,888 15.47% 16.07% 1015 +307 0.92% Q1 2026 Apr 08, 2026
Vise Technologies, Inc. History No change 31,926 21,771 0.43% 0.43% 1016 0 0.0% Q1 2026 Apr 21, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 33,349 21,688 0.21% 0.23% 1017 -1,148 -3.33% Q1 2026 May 14, 2026
SVB WEALTH LLC History Reduced 33,330 21,675 1.43% 1.45% 1018 -2,612 -7.27% Q1 2026 Apr 17, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 33,316 21,666 10.41% 9.99% 1019 +2,028 6.48% Q1 2026 Apr 15, 2026
BNP Paribas Asset Management Holding S.A. History No change 34,266 21,653 0.03% 0.03% 1020 0 0.0% Q1 2026 May 14, 2026
Royal Capital Wealth Management, LLC History Added to 33,178 21,576 13.43% 13.23% 1021 +302 0.92% Q1 2026 May 15, 2026
Tikvah Management LLC History No change 33,104 21,528 6.67% 6.03% 1022 0 0.0% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 33,081 21,513 0.66% 0.75% 1023 +2,995 9.95% Q1 2026 May 15, 2026
Nilsine Partners, LLC History Reduced 30,038 21,482 1.68% 1.97% 1024 -3,318 -9.95% Q1 2026 Apr 29, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 33,000 21,461 0.85% 0.89% 1025 -1,500 -4.35% Q1 2026 May 01, 2026
TCTC Holdings, LLC History Added to 32,996 21,458 0.61% 0.64% 1026 +1,574 5.01% Q1 2026 May 07, 2026
Koshinski Asset Management, Inc. History Added to 32,972 21,442 1.34% 1.41% 1027 +879 2.74% Q1 2026 Apr 27, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History Added to 29,507 21,337 15.98% 0.21% 1028 +29,064 6560.72% Q1 2026 May 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 33,692 21,292 1.35% 1.28% 1029 -7,130 -17.47% Q1 2026 Apr 24, 2026
Aprio Wealth Management, LLC History Reduced 32,710 21,272 1.16% 1.33% 1030 -1,205 -3.55% Q1 2026 May 11, 2026
Ellis Investment Partners, LLC History Added to 32,660 21,240 3.69% 3.73% 1031 +1,269 4.04% Q1 2026 May 12, 2026
Baron Financial Group, LLC History Added to 32,652 21,234 11.45% 11.75% 1032 +504 1.57% Q1 2026 Apr 09, 2026
Clarus Wealth Advisors History Reduced 32,099 21,160 9.02% 9.36% 1033 -436 -1.34% Q1 2026 Apr 08, 2026
One William Street Capital Management, L.P. History New 32,500 21,136 1.79% 1034 +32,500 New Q1 2026 May 14, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 32,432 21,091 0.4% 0.43% 1035 -700 -2.11% Q1 2026 May 01, 2026
Thrive Wealth Management, LLC History Reduced 32,422 21,085 3.14% 3.33% 1036 -4,344 -11.82% Q1 2026 Apr 09, 2026
PIONEER TRUST BANK N A/OR History Added to 32,381 21,058 5.11% 5.09% 1037 +222 0.69% Q1 2026 Apr 28, 2026
WealthBridge Capital Management, LLC History Reduced 32,303 21,008 4.84% 5.05% 1038 -221 -0.68% Q1 2026 Apr 17, 2026
TKG Advisors, LLC History Reduced 32,270 20,986 8.68% 8.88% 1039 -34 -0.11% Q1 2026 Apr 24, 2026
SHERMAN PORFOLIOS, LLC History Reduced 32,242 20,968 1.61% 2.58% 1040 -23,241 -41.89% Q1 2026 May 13, 2026
OpenArc Corporate Advisory, LLC History Added to 32,069 20,855 0.3% 0.34% 1041 +1,667 5.48% Q1 2026 May 11, 2026
Compass Financial Group, Inc. (Ohio) History Added to 32,042 20,837 15.25% 15.83% 1042 +333 1.05% Q1 2026 May 08, 2026
Beacon Bridge Wealth Partners, LLC History Added to 31,968 20,790 6.96% 7.17% 1043 +326 1.03% Q1 2026 May 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 31,814 20,746 0.85% 0.91% 1044 -240 -0.75% Q1 2026 May 12, 2026
SENTINEL TRUST CO LBA History Reduced 31,783 20,670 2.05% 2.16% 1045 -417 -1.3% Q1 2026 May 07, 2026
Marathon Trading Investment Management LLC History Reduced 31,712 20,623 0.56% 1.34% 1046 -54,900 -63.39% Q1 2026 May 14, 2026
Bienville Capital Management, LLC History Reduced 31,591 20,602 3.75% 3.47% 1047 -334 -1.05% Q1 2026 May 13, 2026
Mainsail Financial Group, LLC History Added to 31,659 20,589 8.58% 8.41% 1048 +2,026 6.84% Q1 2026 Apr 15, 2026
PEAK6 LLC History Added to 31,602 20,552 0.05% 0.04% 1049 +1,098 3.6% Q1 2026 May 13, 2026
Hardy Reed LLC History Reduced 31,453 20,455 1.49% 1.53% 1050 -8 -0.03% Q1 2026 Apr 28, 2026
ROMANO BROTHERS AND COMPANY History Added to 31,452 20,454 2.32% 2.42% 1051 +235 0.75% Q1 2026 Apr 21, 2026
Meridian Wealth Advisors, LLC History Added to 31,360 20,394 2.7% 2.93% 1052 +284 0.91% Q1 2026 May 11, 2026
CALTON & ASSOCIATES, INC. History New 31,340 20,381 2.93% 1053 +31,340 New Q1 2026 May 13, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 28,405 20,314 6.78% 6.62% 1054 -640 -2.2% Q1 2026 Apr 28, 2026
Tempo Wealth, LLC History Added to 31,219 20,303 3.54% 3.44% 1055 +2,870 10.12% Q1 2026 May 14, 2026
J. Safra Sarasin Holding AG History Added to 31,402 20,287 0.35% 0.34% 1056 +872 2.86% Q1 2026 May 04, 2026
Compound Planning, Inc. History Reduced 31,172 20,272 0.62% 1.1% 1057 -23,938 -43.44% Q1 2026 May 14, 2026
Humankind Investments LLC History Reduced 31,170 20,271 11.58% 18.09% 1058 -27,970 -47.29% Q1 2026 May 15, 2026
CONTINENTAL ADVISORS LLC History Reduced 31,000 20,160 10.29% 25.92% 1059 -59,000 -65.56% Q1 2026 May 15, 2026
Columbus Hill Capital Management, L.P. History New 31,000 20,160 3.0% 1060 +31,000 New Q1 2026 May 13, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 30,741 20,047 16.03% 16.82% 1062 -147 -0.48% Q1 2026 May 12, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 30,827 20,047 5.22% 5.44% 1061 +138 0.45% Q1 2026 May 05, 2026
WESBANCO BANK INC History Added to 30,811 20,037 0.55% 0.56% 1063 +740 2.46% Q1 2026 Apr 21, 2026
Solstein Capital, LLC History Added to 30,779 20,016 8.22% 8.41% 1064 +18 0.06% Q1 2026 May 14, 2026
Sincerus Advisory, LLC History Added to 30,702 19,966 15.13% 16.79% 1065 +76 0.25% Q1 2026 Apr 06, 2026
Family Capital Management, Inc. History Added to 30,656 19,936 8.86% 7.99% 1067 +4,279 16.22% Q1 2026 Apr 22, 2026
Yelin Lapidot Holdings Management Ltd. History Reduced 30,656 19,936 4.15% 4.57% 1066 -2,775 -8.3% Q1 2026 Apr 22, 2026
SAX WEALTH ADVISORS, LLC History Reduced 29,203 19,913 0.96% 0.94% 1068 -99 -0.34% Q1 2026 Apr 08, 2026
Resolute Advisors LLC History Added to 30,529 19,909 8.23% 6.8% 1069 +58 0.19% Q1 2026 May 07, 2026
Wealth Science Advisors LLC History No change 29,084 19,832 11.16% 11.44% 1070 0 0.0% Q1 2026 Apr 08, 2026
UMB Bank, n.a. History Reduced 30,358 19,743 0.28% 0.28% 1071 -266 -0.87% Q1 2026 May 11, 2026
PCG Wealth Advisors, LLC History Added to 30,277 19,690 4.98% 5.58% 1072 +1,357 4.69% Q1 2026 Apr 28, 2026
Plante Moran Financial Advisors, LLC History Added to 30,216 19,650 1.27% 1.24% 1073 +1,485 5.17% Q1 2026 May 05, 2026
West Branch Capital LLC History Added to 30,169 19,620 5.25% 5.29% 1074 +91 0.3% Q1 2026 Apr 14, 2026
Perennial Investment Advisors, LLC History Added to 30,165 19,618 1.56% 1.59% 1075 +529 1.78% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Reduced 29,845 19,573 0.61% 0.75% 1076 -19,018 -38.92% Q1 2026 Apr 08, 2026
AdvisorNet Financial, Inc History Added to 30,063 19,550 1.01% 1.09% 1077 +3 0.01% Q1 2026 Apr 17, 2026
MILLER VALUE PARTNERS, LLC History New 30,044 19,538 5.1% 1078 +30,044 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 30,038 19,535 0.16% 0.19% 1079 -4,170 -12.19% Q1 2026 May 11, 2026
Orchard Capital Management, LLC History Reduced 30,000 19,510 20.35% 35.51% 1080 -30,000 -50.0% Q1 2026 May 13, 2026
Beartown Capital Management, LLC History New 30,000 19,510 9.35% 1081 +30,000 New Q1 2026 May 14, 2026
Tribune Investment Group LP History New 30,000 19,510 7.47% 1082 +30,000 New Q1 2026 May 14, 2026
Central Pacific Bank - Trust Division History Reduced 29,993 19,505 2.49% 2.53% 1083 -232 -0.77% Q1 2026 Apr 07, 2026
Brandywine Asset Management, Inc. History Reduced 29,900 19,445 15.43% 16.29% 1084 -4,100 -12.06% Q1 2026 Apr 22, 2026
Legal & General Group Plc History No change 29,900 19,442 0.0% 0.0% 1085 0 0.0% Q1 2026 May 08, 2026
Kopp Family Office, LLC History New 29,889 19,438 13.37% 1086 +29,889 New Q1 2026 Apr 20, 2026
Global Endowment Management, LP History Added to 29,841 19,407 2.17% 2.46% 1087 +989 3.43% Q1 2026 May 14, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 29,721 19,372 0.57% 0.58% 1088 -224 -0.75% Q1 2026 Apr 29, 2026
Relyea Zuckerberg Hanson LLC History Reduced 29,749 19,347 1.95% 2.05% 1089 -40 -0.13% Q1 2026 Apr 30, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 29,747 19,345 10.48% 10.96% 1090 -211 -0.7% Q1 2026 May 07, 2026
Solidarity Wealth, LLC History Reduced 29,735 19,337 3.71% 4.36% 1091 -1,501 -4.81% Q1 2026 Apr 29, 2026
Financial & Tax Architects, LLC History Reduced 29,632 19,270 4.3% 4.66% 1092 -766 -2.52% Q1 2026 Apr 23, 2026
Florida Trust Wealth Management Co History Added to 29,594 19,246 0.54% 0.54% 1093 +998 3.49% Q1 2026 May 14, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,463 19,160 0.96% 1.01% 1094 -533 -1.78% Q1 2026 May 07, 2026
YHB Investment Advisors, Inc. History Reduced 29,462 19,160 1.37% 1.4% 1095 -283 -0.95% Q1 2026 Apr 10, 2026
Private Advisory Group LLC History Added to 29,403 19,122 1.25% 1.02% 1096 +10,231 53.36% Q1 2026 May 08, 2026
KLCM Advisors, Inc. History Added to 29,379 19,106 1.61% 1.71% 1097 +214 0.73% Q1 2026 Apr 30, 2026
ORG Partners LLC History No change 27,979 19,088 3.36% 3.36% 1098 0 0.0% Q4 2025 Jan 14, 2026
SlateStone Wealth, LLC History Added to 29,332 19,076 1.57% 1.11% 1099 +9,931 51.19% Q1 2026 May 14, 2026
Arete Wealth Advisors, LLC History Added to 29,234 19,002 1.42% 1.18% 1100 +814 2.86% Q1 2026 May 20, 2026
Icon Wealth Advisors, LLC History Added to 26,653 18,965 1.23% 1.16% 1101 +1,115 4.37% Q1 2026 May 12, 2026
Winthrop Advisory Group LLC History Added to 29,052 18,945 1.55% 1.65% 1102 +502 1.76% Q1 2026 Apr 13, 2026
IMA Advisory Services, Inc. History Added to 29,105 18,932 1.85% 1.9% 1103 +77 0.27% Q1 2026 May 06, 2026
Edgestream Partners, L.P. History Reduced 28,984 18,849 0.62% 1.95% 1104 -72,564 -71.46% Q1 2026 May 18, 2026
Global Strategic Investment Solutions, LLC History Added to 28,951 18,828 1.84% 1.0% 1105 +13,884 92.15% Q1 2026 Apr 29, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 28,933 18,816 0.71% 0.8% 1106 -3,346 -10.37% Q1 2026 May 11, 2026
ANB BANK History Reduced 28,901 18,795 7.6% 7.88% 1107 -243 -0.83% Q1 2026 May 06, 2026
Compass Planning Associates Inc History Reduced 28,844 18,758 12.0% 13.97% 1108 -746 -2.52% Q1 2026 Apr 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 28,821 18,743 0.98% 1.05% 1109 +781 2.79% Q1 2026 May 07, 2026
Bison Wealth, LLC History Added to 25,228 18,726 1.81% 1.62% 1110 +2,957 13.28% Q1 2026 May 15, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 28,780 18,716 3.73% 4.06% 1111 +53 0.18% Q1 2026 Apr 29, 2026
One Capital Management, LLC History Reduced 28,761 18,704 0.51% 0.61% 1112 -663 -2.25% Q1 2026 May 12, 2026
Jacksonville Wealth Management, LLC History Added to 28,749 18,696 12.63% 12.5% 1113 +2,850 11.0% Q1 2026 Apr 28, 2026
Parkside Financial Bank & Trust History Reduced 28,726 18,681 1.43% 1.48% 1114 -312 -1.07% Q1 2026 May 13, 2026
Ciovacco Capital Management LLC History Reduced 28,693 18,660 10.88% 13.62% 1115 -11,185 -28.05% Q1 2026 May 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 28,676 18,648 1.84% 1.94% 1116 +287 1.01% Q1 2026 Apr 27, 2026
Sepio Capital, LP History Added to 28,674 18,647 1.01% 0.78% 1117 +7,789 37.29% Q1 2026 May 13, 2026
New England Private Wealth Advisors LLC History Reduced 28,668 18,644 2.15% 2.52% 1118 -1,016 -3.42% Q1 2026 May 08, 2026
Aspire Private Capital, LLC History Reduced 28,580 18,586 4.19% 5.57% 1119 -8,156 -22.2% Q1 2026 Apr 22, 2026
FOSTER & MOTLEY INC History Added to 28,550 18,567 0.96% 0.92% 1120 +3,188 12.57% Q1 2026 Apr 21, 2026
Trifecta Capital Advisors, LLC History Added to 28,545 18,563 2.87% 2.86% 1121 +228 0.81% Q1 2026 May 01, 2026
CENTRAL BANK & TRUST CO History Reduced 28,479 18,521 2.91% 3.11% 1122 -1,027 -3.48% Q1 2026 Apr 07, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 28,431 18,489 1.14% 1.18% 1123 -104 -0.36% Q1 2026 May 13, 2026
Dorsal Capital Management, LP History New 28,370 18,450 0.72% 1124 +28,370 New Q1 2026 May 15, 2026
Traction Financial Partners, LLC History Added to 28,366 18,447 11.36% 11.16% 1125 +742 2.69% Q1 2026 May 14, 2026
Smith & Howard Wealth Management, LLC History Added to 28,627 18,446 3.99% 2.89% 1126 +9,408 48.95% Q1 2026 Apr 27, 2026
Cornerstone Wealth Management, LLC History Reduced 28,351 18,437 0.92% 1.01% 1127 -136 -0.48% Q1 2026 Apr 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 28,295 18,401 0.27% 0.25% 1128 +4,152 17.2% Q1 2026 May 13, 2026
Kaizen Financial Strategies History Reduced 26,225 18,401 7.78% 8.35% 1129 -1,543 -5.56% Q1 2026 May 01, 2026
EAGLE CAPITAL MANAGEMENT LLC History Reduced 28,285 18,394 0.06% 0.56% 1130 -233,994 -89.22% Q1 2026 May 15, 2026
WCG Wealth Advisors LLC History Reduced 28,280 18,391 0.51% 1.5% 1131 -50,016 -63.88% Q1 2026 May 12, 2026
Palisades Hudson Asset Management, L.P. History Reduced 28,264 18,381 7.16% 7.59% 1132 -451 -1.57% Q1 2026 May 07, 2026
Intrepid Financial Planning Group LLC History Reduced 28,237 18,363 7.41% 7.52% 1133 -786 -2.71% Q1 2026 May 13, 2026
UNIQUE WEALTH, LLC History Added to 28,192 18,334 2.54% 2.37% 1134 +3,342 13.45% Q1 2026 Apr 21, 2026
Aspect Partners, LLC History Reduced 28,181 18,327 7.49% 13.69% 1135 -17,679 -38.55% Q1 2026 Apr 02, 2026
Oakworth Capital, Inc. History Reduced 27,961 18,184 0.96% 1.14% 1136 -2,725 -8.88% Q1 2026 Apr 24, 2026
Moors & Cabot, Inc. History Reduced 27,926 18,169 0.78% 0.87% 1137 -1,755 -5.91% Q1 2026 May 08, 2026
Sandbox Financial Partners, LLC History Added to 27,763 18,055 5.08% 4.82% 1138 +2,215 8.67% Q1 2026 Apr 08, 2026
Strategic Blueprint, LLC History Reduced 27,760 18,053 1.05% 1.12% 1139 -216 -0.77% Q1 2026 Apr 29, 2026
CX Institutional History Reduced 27,728 18,032 0.55% 0.59% 1140 -1,395 -4.79% Q1 2026 Apr 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 27,669 17,994 2.67% 3.16% 1141 -26,574 -48.99% Q1 2026 Apr 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 27,666 17,992 1.44% 1.59% 1142 -2,577 -8.52% Q1 2026 May 13, 2026
CenterStar Asset Management, LLC History Reduced 27,543 17,902 2.24% 8.28% 1143 -15,624 -36.19% Q1 2026 May 01, 2026
STEVENS CAPITAL MANAGEMENT LP History New 27,381 17,807 2.74% 1144 +27,381 New Q1 2026 May 11, 2026
Bank Pictet & Cie (Europe) AG History Added to 27,358 17,792 0.38% 0.32% 1145 +3,576 15.04% Q1 2026 Apr 14, 2026
PATTON FUND MANAGEMENT, INC. History Added to 27,293 17,749 3.01% 2.44% 1146 +589 2.21% Q1 2026 Apr 22, 2026
Wealth Architects, LLC History Added to 27,287 17,745 1.58% 1.65% 1147 +424 1.58% Q1 2026 May 15, 2026
Texas Yale Capital Corp. History Added to 27,267 17,732 0.5% 0.56% 1148 +290 1.07% Q1 2026 May 04, 2026
BOS Asset Management, LLC History Added to 27,226 17,706 4.52% 4.93% 1149 +227 0.84% Q1 2026 Apr 08, 2026
MAIRS & POWER INC History Added to 27,180 17,676 0.18% 0.18% 1150 +126 0.47% Q1 2026 May 13, 2026
Retirement Management Systems Inc. History Added to 27,080 17,611 4.24% 4.29% 1151 +2,510 10.22% Q1 2026 Apr 14, 2026
Pettinga Financial Advisors LLC History Reduced 27,061 17,598 3.31% 3.6% 1152 -762 -2.74% Q1 2026 Apr 13, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History Added to 27,034 17,581 2.89% 2.73% 1153 +30 0.11% Q1 2026 Apr 23, 2026
Tolleson Wealth Management, Inc. History No change 25,707 17,581 2.54% 2.54% 1154 0 0.0% Q4 2025 Feb 17, 2026
Oldfather Financial Services, LLC History No change 25,775 17,576 5.23% 5.23% 1155 0 0.0% Q4 2025 Jan 16, 2026
Rockbridge Investment Management, LCC History Added to 26,956 17,530 1.58% 1.71% 1156 +37 0.14% Q1 2026 May 14, 2026
Saiph Capital, LLC History Reduced 26,947 17,524 6.63% 7.31% 1157 -2,900 -9.72% Q1 2026 May 12, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 26,856 17,513 0.69% 0.7% 1158 +100 0.37% Q1 2026 Apr 14, 2026
Optas, LLC History No change 26,906 17,498 2.65% 2.87% 1159 0 0.0% Q1 2026 Apr 24, 2026
Trek Financial, LLC History Added to 89,502 17,455 0.93% 0.76% 1160 +18,119 25.38% Q1 2026 May 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 26,805 17,432 10.67% 11.03% 1161 -360 -1.33% Q1 2026 May 15, 2026
Magnus Financial Group LLC History Added to 26,793 17,424 1.41% 1.37% 1162 +480 1.82% Q1 2026 Apr 10, 2026
Hilltop Holdings Inc. History Reduced 26,736 17,386 1.56% 1.13% 1163 -1,376 -4.89% Q1 2026 May 14, 2026
Hexagon Capital Partners LLC History New 26,710 17,370 2.54% 1164 +26,710 New Q1 2026 May 04, 2026
Biltmore Family Office, LLC History Added to 26,620 17,359 2.43% 2.38% 1165 +1,357 5.37% Q1 2026 May 11, 2026
Arista Wealth Management, LLC History Added to 26,597 17,297 2.11% 2.23% 1166 +12 0.05% Q1 2026 Apr 30, 2026
G&S Capital LLC History Added to 26,552 17,267 6.07% 6.22% 1167 +754 2.92% Q1 2026 Apr 07, 2026
Legacy Wealth Advisors, LLC History Added to 26,549 17,265 8.81% 6.97% 1168 +11,075 71.57% Q1 2026 May 06, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 26,516 17,244 1.3% 1.35% 1169 +156 0.59% Q1 2026 May 08, 2026
CSS LLC/IL History Reduced 26,500 17,234 0.83% 3.51% 1170 -89,346 -77.12% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Added to 26,500 17,234 0.14% 0.05% 1171 +16,500 165.0% Q1 2026 May 14, 2026
Laurel Wealth Advisors LLC History Added to 23,276 17,168 1.7% 2.03% 1172 +727 3.22% Q1 2026 May 12, 2026
Kemnay Advisory Services Inc. History Reduced 26,286 17,094 2.75% 2.75% 1173 -412 -1.54% Q1 2026 May 15, 2026
Stembrook Asset Management, LLC History Added to 26,246 17,068 16.71% 16.68% 1174 +353 1.36% Q1 2026 May 13, 2026
Dynamic Advisor Solutions LLC History Added to 26,192 17,033 0.54% 0.57% 1175 +77 0.29% Q1 2026 Apr 08, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 25,988 16,947 4.89% 5.37% 1176 +317 1.23% Q1 2026 May 07, 2026
Ethos Financial Group, LLC History Reduced 25,879 16,945 1.24% 1.66% 1177 -6,922 -21.1% Q1 2026 May 05, 2026
Aries Wealth Management History Added to 25,909 16,849 3.7% 3.79% 1178 +817 3.26% Q1 2026 May 14, 2026
Bell Bank History Reduced 25,907 16,848 0.71% 0.77% 1179 -348 -1.33% Q1 2026 Apr 23, 2026
Halter Ferguson Financial Inc. History Reduced 25,887 16,835 3.69% 3.96% 1180 -517 -1.96% Q1 2026 Apr 28, 2026
Y.D. More Investments Ltd History Added to 25,987 16,832 0.66% 0.82% 1181 +815 3.24% Q1 2026 May 04, 2026
SANDERS MORRIS HARRIS LLC History Added to 25,838 16,803 2.66% 0.64% 1182 +25,239 4213.52% Q1 2026 Apr 09, 2026
Global Trust Wealth Management LLC History Reduced 25,776 16,763 12.67% 13.45% 1183 -852 -3.2% Q1 2026 Apr 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 25,758 16,751 0.89% 0.88% 1184 +617 2.45% Q1 2026 Apr 27, 2026
Sachetta, LLC History Reduced 25,755 16,750 9.08% 9.85% 1185 -626 -2.37% Q1 2026 May 01, 2026
WestEnd Advisors, LLC History Reduced 25,582 16,639 0.4% 0.47% 1186 -4,249 -14.24% Q1 2026 Apr 22, 2026
Coastline Trust Co History Added to 25,493 16,579 1.64% 1.59% 1187 +666 2.68% Q1 2026 Apr 03, 2026
OFS Enterprise LLC History New 25,481 16,571 4.87% 1188 +25,481 New Q1 2026 Apr 09, 2026
ROCKLAND TRUST CO History Added to 25,480 16,570 0.66% 0.67% 1189 +692 2.79% Q1 2026 Apr 16, 2026
Zhang Financial LLC History Added to 25,437 16,542 0.57% 0.53% 1190 +4,477 21.36% Q1 2026 May 06, 2026
Churchill Financial Advisors, LLC History Added to 25,417 16,529 3.47% 4.52% 1191 +3,727 17.18% Q1 2026 Apr 22, 2026
Fortis Group Advisors, LLC History Added to 23,335 16,498 2.73% 2.48% 1192 +1,907 8.9% Q1 2026 May 08, 2026
CACTI ASSET MANAGEMENT LLC History No change 25,295 16,450 1.0% 1.05% 1193 0 0.0% Q1 2026 Apr 15, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 25,285 16,443 1.99% 2.18% 1194 -65 -0.26% Q1 2026 Apr 08, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 25,230 16,408 0.52% 0.6% 1195 -146 -0.58% Q1 2026 May 06, 2026
Nadler Financial Group, Inc. History Added to 25,192 16,383 1.58% 1.49% 1196 +1,679 7.14% Q1 2026 May 04, 2026
Apriem Advisors History Reduced 25,166 16,366 1.56% 1.59% 1197 -174 -0.69% Q1 2026 May 14, 2026
Yanni & Associates Investment Advisors, LLC History Added to 25,096 16,320 16.92% 16.82% 1198 +433 1.76% Q1 2026 Apr 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 25,086 16,314 0.24% 0.27% 1199 -1,297 -4.92% Q1 2026 Apr 09, 2026
BURLING WEALTH PARTNERS, LLC History Added to 25,042 16,285 2.63% 2.61% 1200 +421 1.71% Q1 2026 May 08, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 25,002 16,259 4.06% 4.32% 1201 -698 -2.72% Q1 2026 Apr 17, 2026
Aventail Capital Group, LP History Added to 25,000 16,258 0.78% 0.63% 1202 +9,008 56.33% Q1 2026 May 15, 2026
Pacific Wealth Strategies Group, Inc. History Reduced 24,996 16,255 10.14% 14.44% 1203 -12,419 -33.19% Q1 2026 May 07, 2026
INGALLS & SNYDER LLC History Reduced 24,969 16,238 0.57% 0.72% 1204 -3,664 -12.8% Q1 2026 May 13, 2026
Flagship Private Wealth, LLC History Reduced 24,934 16,215 6.58% 6.89% 1205 -751 -2.92% Q1 2026 Apr 24, 2026
Bouchey Financial Group Ltd History Added to 23,799 16,183 1.19% 1.22% 1206 +5 0.02% Q1 2026 Apr 13, 2026
KINTRA WEALTH, LLC History Added to 24,864 16,170 1.14% 0.54% 1207 +19,140 334.38% Q1 2026 May 15, 2026
Impact Partnership Wealth, LLC History Reduced 24,714 16,072 1.98% 2.87% 1208 -8,159 -24.82% Q1 2026 Apr 23, 2026
Foster Victor Wealth Advisors, LLC History Added to 23,121 16,056 0.92% 0.47% 1209 +11,563 100.04% Q1 2026 Apr 20, 2026
Element Squared LLC History Added to 24,687 16,055 9.06% 8.32% 1210 +2,202 9.79% Q1 2026 Apr 23, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Reduced 24,655 16,034 8.76% 8.96% 1211 -2,446 -9.03% Q1 2026 Apr 20, 2026
Nuveen, LLC History Reduced 24,951 16,033 0.0% 0.01% 1212 -16,845 -40.3% Q1 2026 Apr 30, 2026
FIDUCIENT ADVISORS LLC History Reduced 24,583 15,987 2.09% 2.22% 1213 -1,682 -6.4% Q1 2026 May 08, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 23,441 15,984 4.65% 4.65% 1214 0 0.0% Q4 2025 Feb 11, 2026
Tortoise Investment Management, LLC History Added to 1,344,387 15,919 1.31% 1.43% 1215 +1,296,350 2698.65% Q1 2026 May 05, 2026
Gridiron Partners, LLC History Reduced 24,440 15,894 9.71% 10.11% 1216 -1,593 -6.12% Q1 2026 Apr 13, 2026
J HAGAN CAPITAL, INC. History Reduced 24,425 15,884 8.57% 9.4% 1217 -482 -1.94% Q1 2026 May 12, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 24,384 15,857 0.54% 0.44% 1218 +4,971 25.61% Q1 2026 May 06, 2026
Third View Private Wealth, LLC History Added to 24,352 15,836 2.17% 2.2% 1219 +379 1.58% Q1 2026 Apr 15, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 24,239 15,763 5.79% 5.35% 1220 +3,043 14.36% Q1 2026 May 08, 2026
Pathway Financial Advisors LLC History Reduced 23,967 15,718 1.94% 2.09% 1221 -86 -0.36% Q1 2026 Apr 07, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 24,157 15,710 3.03% 3.29% 1222 -1,147 -4.53% Q1 2026 May 15, 2026
MONEYWISE, INC. History Reduced 24,157 15,710 6.86% 6.93% 1223 -260 -1.06% Q1 2026 Apr 27, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 24,139 15,698 2.28% 2.38% 1224 -410 -1.67% Q1 2026 Apr 20, 2026
CWA Asset Management Group, LLC History Added to 23,965 15,585 0.53% 0.51% 1225 +3,229 15.57% Q1 2026 Apr 20, 2026
NewSquare Capital LLC History Added to 23,917 15,554 1.35% 1.37% 1226 +1,067 4.67% Q1 2026 May 08, 2026
AlphaCore Capital LLC History Reduced 23,896 15,540 0.37% 0.41% 1227 -2,787 -10.44% Q1 2026 May 15, 2026
ST GERMAIN D J CO INC History Reduced 23,884 15,532 0.61% 0.65% 1228 -543 -2.22% Q1 2026 Apr 13, 2026
Aaron Wealth Advisors LLC History Reduced 23,865 15,520 0.88% 0.89% 1229 -53 -0.22% Q1 2026 Apr 21, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 23,827 15,495 1.17% 1.29% 1230 -229 -0.95% Q1 2026 Apr 27, 2026
Cerberus Capital Management, L.P. History New 23,825 15,494 0.59% 1231 +23,825 New Q1 2026 May 15, 2026
Destination Wealth Management History Reduced 23,789 15,470 0.4% 0.42% 1232 -259 -1.08% Q1 2026 May 15, 2026
Highview Capital Management LLC/DE/ History Added to 23,749 15,444 5.61% 5.69% 1233 +78 0.33% Q1 2026 May 08, 2026
LaSalle St. Investment Advisors, LLC History Reduced 23,741 15,439 2.17% 2.61% 1234 -27 -0.11% Q1 2026 May 08, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 23,719 15,425 1.74% 1.96% 1235 -827 -3.37% Q1 2026 Apr 07, 2026
Accredited Investors Inc. History Reduced 23,577 15,333 0.83% 0.92% 1236 -1,816 -7.15% Q1 2026 Apr 30, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 23,521 15,330 0.31% 0.37% 1237 -6,362 -21.29% Q1 2026 Apr 15, 2026
Stelac Advisory Services LLC History Added to 23,456 15,290 3.09% 5.44% 1238 +961 4.27% Q1 2026 May 08, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 23,491 15,277 0.96% 0.99% 1239 +136 0.58% Q1 2026 May 15, 2026
Opulen Financial Group LLC History Added to 23,488 15,275 10.75% 11.61% 1240 +107 0.46% Q1 2026 Apr 29, 2026
Pinnacle Family Advisors, LLC History Added to 23,456 15,254 7.17% 6.59% 1242 +1,507 6.87% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History Added to 23,457 15,254 0.96% 1.06% 1241 +198 0.85% Q1 2026 May 15, 2026
StoneX Group Inc. History Reduced 23,436 15,233 0.82% 1.26% 1243 -18,957 -44.72% Q1 2026 May 14, 2026
Berger Financial Group, Inc History Reduced 23,410 15,224 0.85% 0.96% 1244 -1,041 -4.26% Q1 2026 Apr 28, 2026
Neumann Capital Management, LLC History Reduced 23,409 15,223 4.48% 5.05% 1245 -2,234 -8.71% Q1 2026 Apr 13, 2026
WEST PACES ADVISORS INC. History Reduced 23,382 15,205 2.95% 3.1% 1246 -108 -0.46% Q1 2026 May 05, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 23,214 15,098 4.56% 0.08% 1247 +22,798 5480.29% Q1 2026 Apr 22, 2026
Tandem Wealth Advisors LLC History Reduced 23,199 15,087 6.73% 7.81% 1248 -46,711 -66.82% Q1 2026 May 06, 2026
Wedmont Private Capital History Added to 22,292 15,069 0.49% 0.5% 1249 +1,253 5.96% Q1 2026 Apr 09, 2026
Coral Wealth Management, LLC History New 23,147 15,053 16.83% 1250 +23,147 New Q1 2026 May 15, 2026
CERTUITY, LLC History Reduced 23,130 15,042 0.99% 1.09% 1251 -2,292 -9.02% Q1 2026 May 11, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 22,996 14,955 0.98% 1.0% 1252 -229 -0.99% Q1 2026 Apr 27, 2026
Torrey-Payne Wealth Management, LLC History Reduced 22,920 14,905 13.67% 14.34% 1253 -179 -0.77% Q1 2026 May 05, 2026
Hopwood Financial Services, Inc. History Reduced 22,878 14,878 10.02% 11.1% 1254 -242 -1.05% Q1 2026 May 07, 2026
EFG International AG History Reduced 22,796 14,821 0.32% 0.34% 1255 -2,683 -10.53% Q1 2026 May 15, 2026
AMERICAN ASSET MANAGEMENT INC. History Added to 22,728 14,780 12.83% 12.96% 1256 +305 1.36% Q1 2026 May 07, 2026
SouthState Bank Corp History Reduced 22,689 14,755 0.69% 0.77% 1257 -2,609 -10.31% Q1 2026 May 05, 2026
GEM Asset Management, LLC History Reduced 22,601 14,698 6.49% 7.19% 1258 -788 -3.37% Q1 2026 Apr 10, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 22,542 14,659 0.23% 0.16% 1259 +8,437 59.82% Q1 2026 May 13, 2026
MONECO ADVISORS, LLC History Added to 22,536 14,656 1.14% 1.19% 1260 +469 2.13% Q1 2026 May 07, 2026
PINEBRIDGE INVESTMENTS LLC History Added to 22,528 14,650 0.12% 0.09% 1261 +4,799 27.07% Q1 2026 May 14, 2026
LuminArx Capital Management LP History Reduced 22,500 14,632 10.74% 0.81% 1262 -267,500 -92.24% Q1 2026 May 14, 2026
Global Financial Private Client, LLC History Added to 22,488 14,625 4.79% 5.3% 1263 +296 1.33% Q1 2026 Apr 20, 2026
Chicago Capital, LLC History Reduced 22,361 14,542 0.39% 0.38% 1264 -193 -0.86% Q1 2026 Apr 23, 2026
AGF MANAGEMENT LTD History Reduced 22,347 14,533 0.07% 0.07% 1265 -88 -0.39% Q1 2026 May 07, 2026
Morton Brown Family Wealth, LLC History Added to 22,216 14,447 3.82% 4.06% 1266 +331 1.51% Q1 2026 Apr 20, 2026
Hickory Point Bank & Trust History Added to 22,111 14,379 9.49% 10.92% 1267 +45 0.2% Q1 2026 Apr 03, 2026
Betterment LLC History Added to 22,080 14,360 0.03% 0.03% 1268 +2,680 13.81% Q1 2026 May 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 22,077 14,358 0.47% 0.52% 1269 -1,400 -5.96% Q1 2026 May 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 22,043 14,335 0.2% 0.24% 1270 +389 1.8% Q1 2026 May 01, 2026
Factor Wealth Management LTD History Reduced 22,037 14,331 2.7% 3.54% 1271 -1,991 -8.29% Q1 2026 Apr 20, 2026
SBI Securities Co., Ltd. History Added to 22,020 14,320 0.39% 0.38% 1272 +463 2.15% Q1 2026 Apr 27, 2026
Stordahl Capital Management, Inc. History Reduced 21,960 14,281 2.94% 3.11% 1273 -192 -0.87% Q1 2026 Apr 15, 2026
GeoWealth Management, LLC History Reduced 21,941 14,269 0.51% 0.58% 1274 -1,272 -5.48% Q1 2026 May 13, 2026
Cedrus Wealth Group LLC History New 21,936 14,265 15.88% 1275 +21,936 New Q1 2026 May 14, 2026
PFG Advisors History Reduced 21,923 14,257 0.69% 0.89% 1276 -4,841 -18.09% Q1 2026 May 05, 2026
Navis Wealth Advisors, LLC History Reduced 21,905 14,245 7.27% 6.33% 1277 -12 -0.05% Q1 2026 May 15, 2026
LWM Advisory Services, LLC History Reduced 21,873 14,225 15.19% 18.06% 1278 -23,324 -51.61% Q1 2026 Apr 28, 2026
Sunflower Bank, N.A. History Added to 21,810 14,183 3.61% 3.68% 1279 +367 1.71% Q1 2026 Apr 10, 2026
PFC CAPITAL GROUP, INC. History Reduced 21,794 14,174 6.25% 6.42% 1280 -1,046 -4.58% Q1 2026 May 13, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 21,762 14,152 4.87% 4.9% 1282 -381 -1.72% Q1 2026 May 15, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 21,761 14,152 2.04% 2.2% 1281 +368 1.72% Q1 2026 Apr 13, 2026
L2 Asset Management, LLC History Added to 336,721 14,150 1.35% 0.08% 1283 +335,788 35990.14% Q1 2026 May 14, 2026
Obermeyer Wealth Partners History Added to 21,756 14,148 0.65% 0.65% 1284 +908 4.36% Q1 2026 Apr 20, 2026
Grove Bank & Trust History Reduced 21,751 14,145 1.6% 1.71% 1285 -550 -2.47% Q1 2026 Apr 08, 2026
Safe Harbor Fiduciary, LLC History Added to 21,735 14,135 13.46% 12.59% 1286 +842 4.03% Q1 2026 May 15, 2026
Flatrock Wealth Partners LLC History New 21,666 14,129 6.36% 1287 +21,666 New Q1 2026 Apr 29, 2026
CRA Financial Services, LLC History Added to 21,679 14,098 1.83% 1.87% 1288 +761 3.64% Q1 2026 Apr 09, 2026
Empower Advisory Group, LLC History Reduced 21,575 14,031 0.04% 0.04% 1289 -2,468 -10.26% Q1 2026 May 14, 2026
Grandview Asset Management LLC History Reduced 21,564 14,024 4.1% 4.46% 1290 -2,278 -9.55% Q1 2026 May 07, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 21,454 13,992 1.29% 1.29% 1291 -949 -4.24% Q1 2026 Apr 30, 2026
DCF Advisers, LLC History Reduced 21,500 13,982 3.73% 12.62% 1292 -47,500 -68.84% Q1 2026 May 11, 2026
Cypress Capital Group History Reduced 21,465 13,959 1.57% 1.65% 1293 -106 -0.49% Q1 2026 May 15, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 21,434 13,939 2.22% 2.25% 1294 +295 1.4% Q1 2026 May 04, 2026
Cyndeo Wealth Partners, LLC History Reduced 21,433 13,938 0.73% 0.81% 1295 -592 -2.69% Q1 2026 Apr 13, 2026
Claro Advisors Inc. History Reduced 21,427 13,934 1.68% 2.06% 1296 -794 -3.57% Q1 2026 Apr 21, 2026
PATTEN & PATTEN INC/TN History Added to 21,423 13,931 0.84% 0.85% 1297 +204 0.96% Q1 2026 May 01, 2026
Capital Advisors Wealth Management, LLC History Added to 21,392 13,912 1.87% 1.93% 1298 +615 2.96% Q1 2026 Apr 08, 2026
RIA Advisory Group LLC History Added to 21,374 13,900 3.3% 2.88% 1299 +3,826 21.8% Q1 2026 Apr 23, 2026
AGH Wealth Advisors, LLC History Reduced 21,343 13,889 10.22% 12.14% 1300 -2,341 -9.88% Q1 2026 Apr 22, 2026
Harbour Trust & Investment Management Co History Reduced 21,321 13,865 1.47% 1.52% 1301 -579 -2.64% Q1 2026 Apr 28, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 21,251 13,820 0.88% 0.92% 1302 +1 0.0% Q1 2026 Apr 14, 2026
Comprehensive Financial Management LLC History No change 21,142 13,749 0.46% 0.43% 1303 0 0.0% Q1 2026 May 15, 2026
SimpliFi, Inc. History Added to 21,137 13,746 5.77% 6.04% 1304 +182 0.87% Q1 2026 Apr 22, 2026
BlueChip Wealth Advisors LLC History Added to 21,134 13,744 6.03% 5.88% 1305 +600 2.92% Q1 2026 May 05, 2026
AYAL Capital Advisors Ltd History Added to 21,000 13,657 3.7% 4.63% 1306 +1,500 7.69% Q1 2026 May 15, 2026
Advisors Capital Management, LLC History Reduced 20,997 13,655 0.16% 0.58% 1307 -51,427 -71.01% Q1 2026 May 01, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 20,922 13,606 0.38% 0.34% 1308 +159 0.77% Q1 2026 Apr 21, 2026
Strategic Wealth Partners, Ltd. History Reduced 20,908 13,597 0.94% 0.98% 1309 -31 -0.15% Q1 2026 May 12, 2026
Sequent Asset Management, LLC History No change 19,909 13,576 6.03% 6.03% 1310 0 0.0% Q4 2025 Feb 10, 2026
Vertex Planning Partners, LLC History Reduced 20,813 13,535 2.63% 4.16% 1311 -5,437 -20.71% Q1 2026 May 15, 2026
Evanson Asset Management, LLC History Reduced 20,775 13,510 0.73% 0.79% 1312 -746 -3.47% Q1 2026 Apr 08, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 20,735 13,484 0.19% 0.21% 1313 -2,669 -11.4% Q1 2026 Apr 30, 2026
Bedel Financial Consulting, Inc. History Added to 20,731 13,481 1.52% 1.4% 1314 +1,671 8.77% Q1 2026 May 04, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Reduced 19,201 13,438 7.49% 8.29% 1315 -1,178 -5.78% Q1 2026 Apr 23, 2026
MARQUETTE ASSOCIATES, INC. History Added to 20,605 13,400 14.58% 17.81% 1316 +215 1.05% Q1 2026 May 15, 2026
Napier Financial, LLC History Reduced 20,594 13,393 3.07% 3.53% 1317 -129 -0.62% Q1 2026 May 05, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 20,538 13,356 2.89% 1318 +20,538 New Q1 2026 May 13, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 20,457 13,304 7.4% 7.41% 1319 +401 2.0% Q1 2026 Apr 14, 2026
Nvest Financial, LLC History Added to 20,450 13,299 4.95% 4.68% 1320 +3,947 23.92% Q1 2026 Apr 28, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 20,422 13,281 1.57% 2.06% 1321 -6,655 -24.58% Q1 2026 May 11, 2026
FIRST TRUST ADVISORS LP History Added to 20,368 13,246 0.01% 0.01% 1322 +1,178 6.14% Q1 2026 May 13, 2026
EQUITABLE TRUST CO History Reduced 20,318 13,213 0.61% 0.64% 1323 -706 -3.36% Q1 2026 Apr 30, 2026
Tulsa Wealth Advisors, INC History New 20,312 13,209 2.32% 1324 +20,312 New Q1 2026 May 11, 2026
Morangie Management LLC History Reduced 20,201 13,173 12.13% 11.21% 1325 -399 -1.94% Q1 2026 Apr 20, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 20,253 13,171 2.96% 3.11% 1326 -53 -0.26% Q1 2026 Apr 15, 2026
X-Square Capital, LLC History Added to 20,190 13,130 4.42% 3.9% 1327 +2,748 15.76% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 20,181 13,127 0.73% 0.77% 1328 +62 0.31% Q1 2026 Apr 20, 2026
Berman McAleer LLC History Added to 20,167 13,115 1.79% 1.88% 1329 +9 0.04% Q1 2026 Apr 17, 2026
Sound View Wealth Advisors Group, LLC History Reduced 20,153 13,106 0.89% 0.93% 1330 -79 -0.39% Q1 2026 May 06, 2026
Oxinas Partners, LLC History Added to 20,091 13,066 5.97% 5.26% 1331 +4,061 25.33% Q1 2026 Apr 10, 2026
APPLETON PARTNERS INC/MA History Reduced 20,070 13,052 0.91% 0.92% 1332 -433 -2.11% Q1 2026 Apr 28, 2026
Ancora Advisors LLC History Reduced 20,051 13,040 0.28% 0.28% 1333 -9 -0.04% Q1 2026 May 15, 2026
Financial Guidance Group, Inc. History Added to 20,010 13,013 5.23% 5.53% 1334 +170 0.86% Q1 2026 Apr 23, 2026
Q Global Advisors, LLC History Added to 20,000 13,007 11.47% 9.83% 1335 +5,342 36.44% Q1 2026 May 15, 2026
Midwestern Financial, LLC /IA History Added to 19,960 12,980 10.21% 9.49% 1336 +3,136 18.64% Q1 2026 May 05, 2026
Bensler, LLC History Reduced 19,953 12,976 1.34% 1.38% 1337 -203 -1.01% Q1 2026 May 01, 2026
Schrum Private Wealth Management LLC History Reduced 19,936 12,964 9.89% 10.16% 1338 -223 -1.11% Q1 2026 May 08, 2026
Trust Point Inc. History Added to 19,887 12,933 1.12% 1.06% 1340 +136 0.69% Q1 2026 Apr 15, 2026
NISA INVESTMENT ADVISORS, LLC History No change 19,832 12,933 0.05% 0.04% 1339 0 0.0% Q1 2026 Apr 30, 2026
Virtus Wealth Solutions LLC History Reduced 19,853 12,911 2.46% 3.52% 1341 -7,361 -27.05% Q1 2026 May 08, 2026
TFO Wealth Partners, LLC History Added to 19,770 12,857 1.75% 2.0% 1342 +139 0.71% Q1 2026 May 08, 2026
Russell Investments Group, Ltd. History Added to 19,760 12,850 0.01% 0.01% 1343 +1,619 8.92% Q1 2026 May 08, 2026
Quintet Private Bank (Europe) S.A. History Reduced 19,739 12,837 0.86% 0.88% 1344 -2,490 -11.2% Q1 2026 Apr 22, 2026
Quadcap Wealth Management, LLC History Added to 19,692 12,806 1.46% 1.5% 1345 +410 2.13% Q1 2026 May 15, 2026
Van Hulzen Asset Management, LLC History Added to 19,678 12,797 0.95% 0.94% 1346 +876 4.66% Q1 2026 May 14, 2026
TSFG, LLC History Added to 19,625 12,763 1.94% 1.98% 1347 +203 1.05% Q1 2026 Apr 27, 2026
J.Safra Asset Management Corp History Reduced 19,619 12,759 0.69% 2.59% 1348 -52,907 -72.95% Q1 2026 May 04, 2026
Montecito Bank & Trust History Reduced 19,613 12,755 2.1% 2.14% 1349 -59 -0.3% Q1 2026 Apr 16, 2026
Boxwood Ventures, Inc. History Reduced 19,549 12,749 13.52% 13.46% 1350 -1 -0.01% Q1 2026 May 11, 2026
Northside Capital Management, LLC History Added to 19,561 12,721 1.12% 1.16% 1351 +1 0.01% Q1 2026 Apr 10, 2026
Luken Investment Analytics, LLC History Reduced 19,496 12,679 4.85% 5.42% 1352 -643 -3.19% Q1 2026 May 12, 2026
Ullmann Wealth Partners Group, LLC History Reduced 19,205 12,489 1.3% 1.53% 1353 -2,291 -10.66% Q1 2026 Apr 13, 2026
BEACONLIGHT CAPITAL, LLC History New 19,200 12,486 6.58% 1354 +19,200 New Q1 2026 May 14, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History Reduced 19,176 12,470 11.93% 12.41% 1355 -251 -1.29% Q1 2026 Apr 14, 2026
Empirical Asset Management, LLC History Reduced 19,140 12,447 3.28% 4.39% 1356 -3,680 -16.13% Q1 2026 May 11, 2026
Bricktown Capital, LLC History Reduced 19,100 12,421 2.45% 2.3% 1357 -900 -4.5% Q1 2026 Apr 16, 2026
NIXON PEABODY TRUST CO History Added to 19,093 12,417 0.99% 0.91% 1358 +1,471 8.35% Q1 2026 Apr 27, 2026
McLean Asset Management Corp History Reduced 19,024 12,372 2.16% 2.35% 1359 -5 -0.03% Q1 2026 Apr 22, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 19,010 12,362 0.26% 0.26% 1360 +746 4.08% Q1 2026 May 13, 2026
ALM First Financial Advisors, LLC History Added to 19,001 12,357 2.22% 0.4% 1361 +16,032 539.98% Q1 2026 Apr 10, 2026
UNION SAVINGS BANK History Reduced 19,002 12,357 5.42% 5.65% 1362 -119 -0.62% Q1 2026 Apr 17, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 18,990 12,349 4.79% 6.01% 1363 -3,514 -15.62% Q1 2026 Apr 08, 2026
Sage Mountain Advisors LLC History Added to 18,983 12,345 0.86% 0.68% 1364 +136 0.72% Q1 2026 May 11, 2026
NWAM LLC History Added to 18,971 12,337 0.71% 0.67% 1365 +1,660 9.59% Q1 2026 May 04, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 18,930 12,310 0.9% 0.73% 1366 +3,308 21.18% Q1 2026 Apr 20, 2026
Compass Ion Advisors, LLC History Added to 18,904 12,294 1.17% 1.18% 1367 +710 3.9% Q1 2026 Apr 13, 2026
MidAtlantic Capital Management, Inc. History Added to 18,901 12,292 8.48% 8.22% 1368 +80 0.43% Q1 2026 May 07, 2026
Lansing Street Advisors History Reduced 18,825 12,276 3.09% 3.4% 1369 -655 -3.36% Q1 2026 Apr 28, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 18,829 12,245 0.9% 0.8% 1370 +2,728 16.94% Q1 2026 May 07, 2026
RB Capital Management, LLC History Added to 18,816 12,236 2.6% 2.2% 1371 +2,577 15.87% Q1 2026 May 14, 2026
Advisory Alpha, LLC History Reduced 18,796 12,226 0.33% 0.38% 1372 -1,481 -7.3% Q1 2026 May 14, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 18,783 12,215 3.21% 2.86% 1373 -24 -0.13% Q1 2026 May 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 19,291 12,191 0.01% 0.01% 1374 +3,179 19.73% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 18,673 12,143 0.38% 0.48% 1375 +3,568 23.62% Q1 2026 Apr 29, 2026
Johnson Financial Group, LLC History Reduced 18,671 12,142 0.81% 0.91% 1376 -2,899 -13.44% Q1 2026 May 14, 2026
INTRUST BANK NA History Reduced 18,628 12,114 0.99% 1.18% 1377 -2,245 -10.76% Q1 2026 May 06, 2026
Raleigh Capital Management Inc. History Reduced 18,624 12,112 4.18% 5.41% 1378 -3,221 -14.74% Q1 2026 Apr 28, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 18,597 12,096 4.22% 4.64% 1379 -233 -1.24% Q1 2026 Apr 15, 2026
Symphony Financial, Ltd. Co. History Reduced 18,656 12,080 1.6% 2.16% 1380 -4,900 -20.8% Q1 2026 Apr 30, 2026
Bigelow Investment Advisors, LLC History Added to 18,539 12,056 4.83% 4.81% 1381 +472 2.61% Q1 2026 Apr 23, 2026
Mayflower Financial Advisors, LLC History Reduced 18,504 12,033 1.46% 1.58% 1382 -701 -3.65% Q1 2026 Apr 23, 2026
FIRST MERCHANTS CORP History Reduced 18,490 12,024 0.46% 0.47% 1383 -262 -1.4% Q1 2026 Apr 16, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 16,416 12,021 4.3% 4.65% 1384 -1,026 -5.88% Q1 2026 May 08, 2026
Oxler Private Wealth LLC History Reduced 18,467 12,009 3.76% 3.67% 1385 -110 -0.59% Q1 2026 Apr 28, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 18,457 12,003 3.17% 3.28% 1386 +32 0.17% Q1 2026 Apr 09, 2026
Balboa Wealth Partners History Reduced 18,451 11,999 2.01% 2.34% 1387 -2,276 -10.98% Q1 2026 Apr 16, 2026
Vident Advisory, LLC History Reduced 18,436 11,990 0.1% 0.15% 1388 -5,653 -23.47% Q1 2026 May 14, 2026
Measured Wealth Private Client Group, LLC History Reduced 18,418 11,977 3.27% 3.61% 1389 -1,581 -7.91% Q1 2026 May 13, 2026
TCP Asset Management, LLC History Added to 18,395 11,963 1.54% 0.07% 1390 +17,762 2806.0% Q1 2026 Apr 10, 2026
MATHER GROUP, LLC. History Added to 18,364 11,942 0.12% 0.13% 1391 +513 2.87% Q1 2026 Apr 13, 2026
Caerus Investment Advisors, LLC History No change 17,495 11,930 3.86% 3.86% 1392 0 0.0% Q4 2025 Feb 12, 2026
Advisor OS, LLC History Added to 18,335 11,923 0.86% 0.84% 1393 +3,037 19.85% Q1 2026 May 07, 2026
Eagle Strategies LLC History Reduced 18,322 11,915 1.42% 1.61% 1394 -166 -0.9% Q1 2026 Apr 20, 2026
Lee-Kelleher Wealth Management History Reduced 18,271 11,882 7.07% 7.48% 1395 -106 -0.58% Q1 2026 Apr 14, 2026
Main Street Financial Solutions, LLC History No change 78,109 11,881 0.89% 0.89% 1396 0 0.0% Q4 2025 Feb 17, 2026
Paulson Wealth Management Inc. History Reduced 18,261 11,876 2.78% 2.88% 1397 -5 -0.03% Q1 2026 May 08, 2026
MGB Wealth Management, LLC History No change 17,310 11,827 3.38% 3.38% 1398 0 0.0% Q4 2025 Feb 17, 2026
Plancorp, LLC History Added to 17,402 11,823 0.34% 0.35% 1399 +358 2.1% Q1 2026 Apr 14, 2026
Capital Markets Trading UK LLP History Added to 18,163 11,812 0.15% 0.01% 1400 +16,760 1194.58% Q1 2026 May 15, 2026
LSP Investment Advisors, LLC History No change 18,164 11,812 8.58% 6.59% 1401 0 0.0% Q1 2026 May 15, 2026
Diversified Enterprises, LLC History Added to 18,161 11,810 0.65% 0.69% 1402 +1,125 6.6% Q1 2026 May 14, 2026
Wealth Dimensions Group, Ltd. History Reduced 18,147 11,801 2.32% 2.46% 1403 -1 -0.01% Q1 2026 May 11, 2026
Tandem Financial, LLC History Added to 18,060 11,776 3.75% 5.62% 1404 +10,085 126.46% Q1 2026 May 08, 2026
Orange Investment Advisors, Inc. History Reduced 18,043 11,734 1.52% 1.42% 1405 -796 -4.23% Q1 2026 Apr 22, 2026
SIG BROKERAGE, LP History Reduced 18,000 11,706 0.31% 2.38% 1407 -94,400 -83.99% Q1 2026 May 15, 2026
MONETTA FINANCIAL SERVICES INC History Reduced 18,000 11,706 9.08% 9.28% 1406 -1,000 -5.26% Q1 2026 May 12, 2026
Second Half Financial Partners, LLC History Added to 17,966 11,684 5.26% 5.35% 1408 +288 1.63% Q1 2026 May 11, 2026
Edge Financial Advisors LLC History No change 17,118 11,673 4.91% 4.91% 1409 0 0.0% Q4 2025 Jan 28, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 17,944 11,669 2.49% 2.69% 1410 -324 -1.77% Q1 2026 Apr 10, 2026
LMG Wealth Partners, LLC History Added to 17,914 11,650 2.12% 2.28% 1411 +4 0.02% Q1 2026 Apr 17, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 17,908 11,646 4.72% 5.39% 1412 -460 -2.5% Q1 2026 Apr 28, 2026
First International Bank of Israel Ltd. History Added to 17,884 11,630 3.42% 5.57% 1413 +783 4.58% Q1 2026 May 14, 2026
Shared Vision Wealth Group LLC History Added to 17,870 11,621 4.74% 3.81% 1414 +4,284 31.53% Q1 2026 May 06, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 17,823 11,591 1.09% 1.21% 1415 -1,354 -7.06% Q1 2026 Apr 02, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 17,812 11,583 1.6% 1.59% 1416 +388 2.23% Q1 2026 May 07, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 17,787 11,567 2.16% 7.91% 1417 -44,116 -71.27% Q1 2026 May 05, 2026
Canopy Partners, LLC History No change 17,781 11,563 3.97% 3.95% 1418 0 0.0% Q1 2026 May 11, 2026
Gambit Capital Management, LLC History Reduced 17,679 11,497 7.92% 8.94% 1419 -447 -2.47% Q1 2026 May 14, 2026
Sage Capital Advisors,llc History Added to 17,637 11,469 2.66% 2.86% 1420 +8 0.05% Q1 2026 Apr 07, 2026
South Shore Capital Advisors History Reduced 17,562 11,421 8.35% 8.76% 1421 -23 -0.13% Q1 2026 Apr 28, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 17,548 11,412 0.64% 0.74% 1422 -2,817 -13.83% Q1 2026 Apr 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 17,538 11,405 2.56% 2.56% 1423 -140 -0.79% Q1 2026 Apr 23, 2026
Principle Wealth Partners LLC History Reduced 17,513 11,389 0.65% 0.71% 1424 -953 -5.16% Q1 2026 May 07, 2026
RMR Wealth Builders History Reduced 17,486 11,371 0.9% 0.96% 1425 -82 -0.47% Q1 2026 Apr 22, 2026
CFM WEALTH PARTNERS LLC History Added to 17,444 11,344 1.7% 1.67% 1426 +471 2.77% Q1 2026 Apr 21, 2026
KG Capital Management History Reduced 17,292 11,245 8.06% 3.3% 1427 -2,253 -11.53% Q1 2026 Apr 22, 2026
Balefire, LLC History Reduced 17,283 11,239 2.12% 2.4% 1428 -777 -4.3% Q1 2026 May 07, 2026
Codex Capital Asset Management L.L.C. History No change 17,270 11,231 4.34% 4.28% 1429 0 0.0% Q1 2026 Apr 16, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 17,187 11,207 3.04% 2.08% 1430 +10,062 141.22% Q1 2026 Apr 08, 2026
HOURGLASS CAPITAL, LLC History Added to 17,164 11,162 2.32% 0.14% 1431 +16,180 1644.31% Q1 2026 May 04, 2026
Heritage Wealth Advisors History Reduced 17,162 11,161 0.44% 0.47% 1432 -939 -5.19% Q1 2026 May 13, 2026
Lynch Investment Planning, LLC History Added to 17,071 11,132 10.0% 10.48% 1433 +1,074 6.71% Q1 2026 May 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 17,072 11,102 0.48% 0.52% 1434 -314 -1.81% Q1 2026 May 11, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 17,036 11,079 3.25% 3.44% 1435 -351 -2.02% Q1 2026 Apr 17, 2026
Weil Company, Inc. History Reduced 17,022 11,070 2.49% 2.73% 1436 -378 -2.17% Q1 2026 Apr 15, 2026
First Eagle Investment Management, LLC History New 17,000 11,055 0.02% 1437 +17,000 New Q1 2026 May 14, 2026
Cypress Wealth Services, LLC History Reduced 16,961 11,030 1.56% 1.68% 1438 -889 -4.98% Q1 2026 Apr 15, 2026
Vivaldi Capital Management LP History Reduced 16,945 11,020 1.52% 1.6% 1439 -324 -1.88% Q1 2026 May 14, 2026
Douglass Winthrop Advisors, LLC History Reduced 16,907 10,995 0.2% 0.25% 1440 -4,161 -19.75% Q1 2026 May 13, 2026
Frazier Financial Advisors, LLC History Added to 16,881 10,978 6.08% 6.7% 1441 +278 1.67% Q1 2026 May 05, 2026
Northern Financial Advisors Inc History Added to 16,867 10,969 8.0% 8.47% 1442 +5,996 55.16% Q1 2026 Apr 28, 2026
E Fund Management Co., Ltd. History New 16,827 10,943 0.33% 1444 +16,827 New Q1 2026 Apr 13, 2026
E Fund Management (Hong Kong) Co., Ltd. History Added to 16,827 10,943 4.98% 3.79% 1443 +634 3.92% Q1 2026 Apr 08, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 16,786 10,916 0.34% 0.42% 1445 -2,847 -14.5% Q1 2026 Apr 27, 2026
Jupiter Wealth Management LLC History Added to 14,702 10,913 4.31% 4.34% 1446 +410 2.87% Q1 2026 May 14, 2026
Krilogy Financial LLC History Reduced 15,553 10,912 0.35% 0.37% 1447 -53 -0.34% Q1 2026 Apr 17, 2026
Mission Creek Capital Partners, Inc. History Reduced 16,772 10,907 2.18% 2.36% 1448 -404 -2.35% Q1 2026 May 14, 2026
Strategic Wealth Advisors LLC History Reduced 16,758 10,898 8.74% 9.84% 1449 -116 -0.69% Q1 2026 May 01, 2026
Perbak Capital Partners LLP History Reduced 16,753 10,895 2.68% 14.1% 1450 -51,003 -75.27% Q1 2026 May 15, 2026
SpringVest Wealth Management LLC History Reduced 16,744 10,889 7.44% 8.1% 1451 -309 -1.81% Q1 2026 Apr 21, 2026
Sharkey, Howes & Javer History Reduced 16,675 10,844 1.46% 2.09% 1452 -7,416 -30.78% Q1 2026 Apr 08, 2026
Old North State Trust, LLC History Added to 16,665 10,838 6.44% 6.7% 1453 +44 0.26% Q1 2026 May 13, 2026
Fisher Asset Management, LLC History Reduced 16,646 10,826 0.0% 0.0% 1454 -703 -4.05% Q1 2026 May 05, 2026
Cannell & Spears LLC History Reduced 16,629 10,814 0.21% 0.22% 1455 -296 -1.75% Q1 2026 May 15, 2026
Coastal Bridge Advisors, LLC History Added to 16,604 10,797 0.76% 0.81% 1456 +749 4.72% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Reduced 16,598 10,794 0.33% 0.4% 1457 -2,467 -12.94% Q1 2026 May 13, 2026
Lewis Asset Management, LLC History Added to 16,516 10,740 4.39% 4.56% 1458 +98 0.6% Q1 2026 Apr 21, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 16,486 10,721 2.36% 2.36% 1459 -48 -0.29% Q1 2026 Apr 15, 2026
GODSEY & GIBB, INC History Reduced 16,444 10,694 0.93% 1.02% 1460 -237 -1.42% Q1 2026 Apr 20, 2026
Perennial Advisors, LLC History Added to 16,412 10,673 1.82% 1.41% 1461 +4,123 33.55% Q1 2026 Apr 13, 2026
State of Alaska, Department of Revenue History Reduced 16,405 10,668 0.12% 0.12% 1462 -140 -0.85% Q1 2026 Apr 20, 2026
Legacy Edge Advisors, LLC History Reduced 16,399 10,665 1.12% 1.29% 1463 -853 -4.94% Q1 2026 May 11, 2026
Ehrenkranz Partners L.P. History Added to 16,383 10,654 8.43% 7.72% 1464 +6,407 64.22% Q1 2026 May 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 16,382 10,653 0.29% 0.3% 1465 -337 -2.02% Q1 2026 Apr 28, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 16,365 10,642 1.37% 1.41% 1466 -9 -0.05% Q1 2026 May 07, 2026
Peak Asset Management, LLC History Reduced 16,306 10,604 1.87% 1.92% 1467 -231 -1.4% Q1 2026 May 14, 2026
Mount Capital Ltd History No change 16,200 10,535 4.24% 4.46% 1468 0 0.0% Q1 2026 May 14, 2026
PITTENGER & ANDERSON INC History Added to 16,178 10,521 0.42% 0.42% 1469 +8 0.05% Q1 2026 May 01, 2026
Farringdon Capital, Ltd. History New 16,157 10,507 2.3% 1471 +16,157 New Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 16,157 10,507 0.04% 0.03% 1470 +4,162 34.7% Q1 2026 May 14, 2026
FAS Wealth Partners, Inc. History No change 15,381 10,488 0.68% 0.68% 1472 0 0.0% Q4 2025 Feb 18, 2026
GREENWOOD GEARHART LLC History Added to 16,119 10,482 0.57% 0.59% 1473 +508 3.25% Q1 2026 May 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 16,088 10,462 0.71% 1.3% 1474 -14,568 -47.52% Q1 2026 May 21, 2026
COURIER CAPITAL LLC History Added to 16,080 10,457 0.58% 0.61% 1475 +106 0.66% Q1 2026 Apr 23, 2026
Destiny Wealth Partners, LLC History Added to 16,040 10,431 1.14% 0.87% 1476 +5,094 46.54% Q1 2026 May 11, 2026
Keystone Wealth Services, LLC History Reduced 16,010 10,412 2.23% 2.32% 1477 -113 -0.7% Q1 2026 May 13, 2026
NORDEN GROUP LLC History Added to 15,999 10,404 1.0% 1.05% 1478 +204 1.29% Q1 2026 Apr 15, 2026
Performance Wealth Partners, LLC History Reduced 15,988 10,397 0.3% 0.3% 1479 -103 -0.64% Q1 2026 Apr 10, 2026
Keating Financial Advisory Services, Inc. History Added to 15,955 10,376 1.68% 1.4% 1480 +810 5.35% Q1 2026 May 15, 2026
Next Level Private LLC History Added to 15,953 10,374 2.34% 2.81% 1481 +253 1.61% Q1 2026 Apr 23, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 15,931 10,360 0.55% 0.56% 1482 -157 -0.98% Q1 2026 Apr 29, 2026
CGN Advisors LLC History No change 15,922 10,354 0.82% 0.86% 1483 0 0.0% Q1 2026 Apr 13, 2026
Financial Concepts Unlimited, Inc. History New 15,921 10,353 9.28% 1484 +15,921 New Q1 2026 May 05, 2026
Accent Capital Management, LLC History Reduced 15,869 10,345 5.01% 4.82% 1485 -530 -3.23% Q1 2026 May 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 15,881 10,328 0.57% 0.48% 1486 +3,383 27.07% Q1 2026 Apr 30, 2026
RATIONAL ADVISORS, INC. History Added to 15,878 10,326 1.05% 0.75% 1487 +5,118 47.57% Q1 2026 May 07, 2026
Waterloo Capital, L.P. History Reduced 15,829 10,294 0.72% 0.81% 1488 -753 -4.54% Q1 2026 May 12, 2026
CMG Global Holdings, LLC History Reduced 15,793 10,270 4.89% 4.82% 1489 -45 -0.28% Q1 2026 May 01, 2026
Triumph Capital Management History Reduced 15,713 10,247 2.09% 2.34% 1490 -184 -1.16% Q1 2026 May 13, 2026
Valmark Advisers, Inc. History Reduced 15,753 10,244 0.12% 0.19% 1491 -6,844 -30.29% Q1 2026 May 01, 2026
Forum Financial Management, LP History Reduced 15,743 10,238 0.14% 0.15% 1492 -860 -5.18% Q1 2026 Apr 23, 2026
Goelzer Investment Management, Inc. History Added to 15,670 10,190 0.49% 0.43% 1493 +1,930 14.05% Q1 2026 Apr 09, 2026
Abound Wealth Management History Reduced 15,662 10,185 2.31% 2.51% 1494 -82 -0.52% Q1 2026 Apr 10, 2026
Equity Wealth Partners, LLC History Reduced 15,626 10,162 6.57% 7.2% 1495 -649 -3.99% Q1 2026 May 08, 2026
FIRST FOUNDATION ADVISORS History Reduced 15,620 10,158 0.41% 0.41% 1496 -421 -2.62% Q1 2026 May 04, 2026
Blueprint Investment Partners LLC History Added to 15,573 10,127 1.03% 0.94% 1497 +2,672 20.71% Q1 2026 May 15, 2026
Banque Cantonale Vaudoise History Reduced 15,547 10,110 0.38% 0.53% 1498 -6,351 -29.0% Q1 2026 Apr 20, 2026
NICOLET ADVISORY SERVICES, LLC History No change 14,510 10,086 0.68% 0.68% 1499 0 0.0% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History Reduced 15,473 10,062 4.23% 4.43% 1500 -116 -0.74% Q1 2026 Apr 28, 2026
Summit Wealth Partners, LLC History Added to 15,439 10,040 1.59% 1.48% 1501 +3,714 31.68% Q1 2026 Apr 17, 2026
Tactive Advisors, LLC History Reduced 15,435 10,038 2.83% 3.12% 1502 -182 -1.17% Q1 2026 Apr 16, 2026
Venturi Wealth Management, LLC History Added to 15,434 10,036 0.45% 0.46% 1503 +89 0.58% Q1 2026 Apr 21, 2026
TCI Wealth Advisors, Inc. History Added to 15,361 9,989 0.53% 0.57% 1504 +261 1.73% Q1 2026 Apr 27, 2026
ASL Financial, LLC History Reduced 15,357 9,987 7.98% 8.71% 1505 -912 -5.61% Q1 2026 Apr 09, 2026
Ackerman Asset Management, LLC History No change 15,349 9,982 6.96% 6.96% 1506 0 0.0% Q1 2026 Apr 21, 2026
Pasadena Private Wealth, LLC History Added to 15,262 9,925 1.37% 1.4% 1507 +183 1.21% Q1 2026 Apr 22, 2026
Verity Asset Management, Inc. History Reduced 15,210 9,891 4.15% 6.73% 1508 -7,767 -33.8% Q1 2026 Apr 21, 2026
Triad Wealth Partners, LLC History Added to 15,201 9,886 0.78% 0.84% 1509 +2,249 17.36% Q1 2026 Apr 16, 2026
CDC Financial, Inc. History Reduced 15,200 9,885 6.29% 15.03% 1510 -31,200 -67.24% Q1 2026 May 15, 2026
Darrow Company, Inc. History Added to 15,173 9,868 4.44% 3.18% 1511 +4,802 46.3% Q1 2026 Apr 20, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 15,170 9,865 1.21% 1.26% 1512 -243 -1.58% Q1 2026 May 05, 2026
Ascent Wealth Partners, LLC History Reduced 15,135 9,842 1.14% 1.55% 1513 -4,625 -23.41% Q1 2026 May 06, 2026
Community Bank, N.A. History Reduced 15,122 9,834 1.17% 1.25% 1514 -369 -2.38% Q1 2026 May 12, 2026
Roundview Capital LLC History Reduced 15,114 9,829 0.61% 0.65% 1515 -320 -2.07% Q1 2026 May 08, 2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT History Reduced 15,090 9,813 100.0% 100.0% 1516 -60,330 -79.99% Q1 2026 Apr 01, 2026
Atlas Legacy Advisors, LLC History Added to 15,082 9,808 1.78% 1.14% 1517 +5,552 58.26% Q1 2026 May 11, 2026
Warwick Investment Management, Inc. History Added to 15,033 9,776 1.42% 1.55% 1518 +284 1.93% Q1 2026 May 11, 2026
Global Trust Asset Management, LLC History Added to 15,021 9,768 3.74% 4.01% 1519 +131 0.88% Q1 2026 Apr 23, 2026
Cordant, Inc. History Reduced 15,017 9,766 3.96% 4.92% 1520 -2,185 -12.7% Q1 2026 Apr 13, 2026
International Private Wealth Advisors LLC History Reduced 15,017 9,766 5.97% 7.11% 1521 -1,549 -9.35% Q1 2026 Apr 21, 2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE History New 15,000 9,755 13.26% 1524 +15,000 New Q1 2026 May 14, 2026
Spruce Point Capital Management, LLC History Reduced 15,000 9,755 10.73% 26.66% 1522 -3,800 -20.21% Q1 2026 May 12, 2026
Wilmar Advisors LLC History No change 15,000 9,755 8.43% 7.99% 1523 0 0.0% Q1 2026 May 14, 2026
BRIGADE CAPITAL MANAGEMENT, LP History Reduced 15,000 9,754 1.21% 9.31% 1525 -30,200 -66.81% Q1 2026 May 14, 2026
SEEDS INVESTOR LLC History Reduced 14,034 9,746 1.33% 2.22% 1526 -2,974 -17.49% Q1 2026 May 11, 2026
TRUST CO OF VERMONT History No change 14,286 9,741 0.41% 0.41% 1527 0 0.0% Q4 2025 Jan 16, 2026
Estate Planners Group, LLC History Reduced 14,978 9,740 4.68% 4.49% 1528 -211 -1.39% Q1 2026 May 11, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Reduced 14,939 9,715 3.5% 4.14% 1529 -1,202 -7.45% Q1 2026 May 14, 2026
Hansen & Associates Financial Group, Inc. History Reduced 1,479 9,700 5.22% 1.04% 1530 -1,260 -46.0% Q1 2026 May 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 14,904 9,693 0.01% 0.01% 1531 -1,586 -9.62% Q1 2026 May 12, 2026
GenWealth Group, Inc. History Reduced 14,852 9,658 1.65% 1.76% 1532 -70 -0.47% Q1 2026 May 11, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 14,800 9,651 3.35% 3.58% 1533 +508 3.55% Q1 2026 May 04, 2026
SeaCrest Wealth Management, LLC History Reduced 14,822 9,639 1.03% 1.07% 1534 -575 -3.73% Q1 2026 Apr 15, 2026
WEALTH ALLIANCE, LLC History Reduced 14,819 9,637 0.95% 1.05% 1535 -947 -6.01% Q1 2026 May 14, 2026
PALLADIEM, LLC History Reduced 14,131 9,608 9.17% 9.25% 1536 -78 -0.55% Q1 2026 May 06, 2026
XY Planning Network, Inc. History Added to 14,653 9,601 1.53% 1.74% 1537 +43 0.29% Q1 2026 Apr 14, 2026
Hoxton Planning & Management, LLC History Added to 14,760 9,599 2.88% 2.87% 1538 +667 4.73% Q1 2026 Apr 20, 2026
Nelson Capital Management, LLC History Reduced 14,760 9,598 1.17% 1.2% 1539 -288 -1.91% Q1 2026 May 06, 2026
Industrial Alliance Investment Management Inc. History Reduced 14,737 9,584 5.73% 8.31% 1540 -6,728 -31.34% Q1 2026 Apr 23, 2026
Bolthouse Investments, LLC History Added to 14,707 9,564 8.65% 8.61% 1541 +503 3.54% Q1 2026 Apr 28, 2026
VanderPol Investments L.L.C. History No change 15,400 9,554 16.61% 16.61% 1542 0 0.0% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Reduced 14,684 9,549 0.02% 0.02% 1543 -1,245 -7.82% Q1 2026 May 06, 2026
Invesco Ltd. History Added to 14,674 9,542 0.0% 0.0% 1544 +2,055 16.28% Q1 2026 May 12, 2026
Plum Street Advisors, LLC History Added to 14,593 9,490 3.29% 3.5% 1545 +165 1.14% Q1 2026 May 14, 2026
Gainplan LLC History Reduced 49,264 9,468 7.1% 37.99% 1546 -179,460 -78.46% Q1 2026 Apr 08, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 14,505 9,448 5.09% 5.88% 1547 -981 -6.33% Q1 2026 May 14, 2026
First American Bank History Reduced 14,528 9,448 0.59% 0.61% 1548 -330 -2.22% Q1 2026 Apr 20, 2026
Quadrant Private Wealth Management, LLC History Added to 14,404 9,393 1.45% 1.49% 1549 +1,078 8.09% Q1 2026 May 06, 2026
BEACON ADVISORS HOLDINGS, LLC History Reduced 14,440 9,390 5.02% 5.28% 1550 -262 -1.78% Q1 2026 Apr 27, 2026
Etesian Wealth Advisors, Inc. History Added to 14,432 9,385 2.99% 3.05% 1551 +177 1.24% Q1 2026 Apr 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 14,397 9,363 2.68% 2.64% 1552 +872 6.45% Q1 2026 May 14, 2026
FORMULATE FINANCIAL LLC History Added to 14,396 9,361 11.56% 11.24% 1553 +330 2.35% Q1 2026 Apr 29, 2026
Avantax Planning Partners, Inc. History Reduced 14,389 9,357 0.26% 0.28% 1554 -545 -3.65% Q1 2026 May 04, 2026
Cambria Investment Management, L.P. History Reduced 14,372 9,346 0.52% 0.77% 1555 -4,986 -25.76% Q1 2026 May 14, 2026
Jackson Hole Capital Partners, LLC History Added to 14,350 9,332 1.54% 1.49% 1556 +1,570 12.28% Q1 2026 May 08, 2026
Pinnacle Financial Group, LLC / IL History Added to 14,329 9,319 2.55% 2.79% 1557 +225 1.6% Q1 2026 May 13, 2026
Polymer Capital Management (HK) LTD History Added to 14,329 9,318 0.81% 1.05% 1558 +3,500 32.32% Q1 2026 May 14, 2026
Van Cleef Asset Management,Inc History Reduced 14,246 9,264 1.0% 1.01% 1559 -425 -2.9% Q1 2026 May 01, 2026
VISION FINANCIAL MARKETS LLC History Added to 14,225 9,250 9.03% 9.8% 1560 +136 0.97% Q1 2026 Apr 24, 2026
Bedminster, LLC History Reduced 14,193 9,230 8.59% 9.15% 1561 -410 -2.81% Q1 2026 Apr 24, 2026
Towercrest Capital Management History Reduced 14,179 9,221 1.44% 1.59% 1562 -620 -4.19% Q1 2026 May 01, 2026
Columbia Asset Management History Added to 14,166 9,212 1.75% 1.68% 1563 +274 1.97% Q1 2026 Apr 20, 2026
WADDELL & ASSOCIATES, LLC History Added to 14,122 9,184 0.52% 0.64% 1564 +205 1.47% Q1 2026 May 11, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 13,582 9,181 2.52% 2.54% 1565 -474 -3.37% Q1 2026 Apr 30, 2026
Hedeker Wealth, LLC History Reduced 14,088 9,161 1.93% 2.13% 1566 -825 -5.53% Q1 2026 May 11, 2026
Citizens Business Bank History Reduced 14,088 9,161 1.5% 1.67% 1567 -695 -4.7% Q1 2026 May 01, 2026
Legacy Capital Wealth Partners, LLC History Added to 73,593 9,142 1.88% 2.1% 1568 +7,731 11.74% Q1 2026 May 15, 2026
Aspen Wealth Management LLC History Added to 14,035 9,127 1.82% 2.01% 1569 +15 0.11% Q1 2026 Apr 01, 2026
INSIGHT 2811, INC. History Added to 14,008 9,109 3.81% 1.3% 1571 +1,565 12.58% Q1 2026 May 07, 2026
COZAD ASSET MANAGEMENT INC History No change 13,358 9,109 0.71% 0.71% 1570 0 0.0% Q4 2025 Feb 13, 2026
Legacy Trust History Reduced 13,992 9,099 1.74% 1.79% 1572 -40 -0.29% Q1 2026 Apr 14, 2026
BFSG, LLC History Reduced 13,874 9,022 0.85% 0.96% 1573 -622 -4.29% Q1 2026 Apr 28, 2026
Rehmann Capital Advisory Group History Reduced 13,855 9,011 0.47% 0.51% 1574 -518 -3.6% Q1 2026 May 15, 2026
JTC Employer Solutions Trustee Ltd History No change 13,834 8,996 0.75% 0.64% 1575 0 0.0% Q1 2026 May 19, 2026
McLaughlin Asset Management, Inc. History Reduced 13,816 8,985 8.59% 8.61% 1576 -292 -2.07% Q1 2026 Apr 29, 2026
CHANNEL WEALTH LLC History Added to 13,785 8,964 2.17% 2.25% 1577 +769 5.91% Q1 2026 May 11, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 83,026 8,946 6.49% 6.55% 1578 -17,038 -17.03% Q1 2026 Apr 09, 2026
Cannon Advisors, Inc. History Added to 13,741 8,936 6.63% 6.6% 1580 +185 1.36% Q1 2026 Apr 24, 2026
Capital Investment Advisory Services, LLC History Reduced 13,741 8,936 0.65% 0.67% 1579 -64 -0.46% Q1 2026 May 05, 2026
waypoint wealth counsel History Reduced 13,735 8,932 4.62% 4.19% 1581 -3,034 -18.09% Q1 2026 Apr 23, 2026
BREAKTHRU ADVISORY SERVICES, LLC History Reduced 13,707 8,914 14.29% 5.97% 1582 -1 -0.01% Q1 2026 Apr 16, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History Reduced 13,690 8,903 4.57% 4.61% 1583 -237 -1.7% Q1 2026 May 13, 2026
Cadent Capital Advisors, LLC History Reduced 13,689 8,902 2.3% 3.01% 1584 -3,515 -20.43% Q1 2026 Apr 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 13,687 8,901 0.24% 0.65% 1585 -23,445 -63.14% Q1 2026 Apr 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 13,680 8,896 2.66% 3.6% 1586 -3,196 -18.94% Q1 2026 Apr 06, 2026
Blueprint Financial Advisors LLC History Added to 13,678 8,895 1.32% 1.12% 1587 +2,893 26.82% Q1 2026 May 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 13,676 8,894 0.43% 0.34% 1588 +2,902 26.94% Q1 2026 May 11, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 13,671 8,890 7.51% 7.57% 1589 0 0.0% Q1 2026 Apr 24, 2026
Frisco Financial Planning LLC History Added to 13,628 8,862 7.31% 7.46% 1590 +538 4.11% Q1 2026 May 12, 2026
First Washington CORP History No change 13,576 8,829 2.5% 2.4% 1591 0 0.0% Q1 2026 May 14, 2026
Audent Global Asset Management, LLC History Reduced 13,536 8,827 8.81% 9.94% 1592 -9,435 -41.07% Q1 2026 May 06, 2026
Zurich Insurance Group Ltd/FI History Reduced 13,530 8,799 0.07% 0.08% 1593 -2,800 -17.15% Q1 2026 May 15, 2026
Millington Financial Advisors, LLC History Reduced 12,275 8,779 3.7% 3.76% 1594 -6 -0.05% Q1 2026 May 08, 2026
Canandaigua National Trust Co of Florida History Reduced 13,462 8,754 7.03% 6.65% 1595 -2,123 -13.62% Q1 2026 Apr 08, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 13,442 8,742 0.63% 0.61% 1596 -511 -3.66% Q1 2026 Apr 16, 2026
Litman Gregory Wealth Management LLC History No change 12,808 8,734 0.64% 0.64% 1597 0 0.0% Q4 2025 Feb 12, 2026
Cypress Capital, LLC History Reduced 13,392 8,709 2.48% 5.03% 1598 -12,944 -49.15% Q1 2026 Apr 28, 2026
NBT BANK N A /NY History Added to 13,390 8,707 0.57% 0.59% 1599 +45 0.34% Q1 2026 Apr 28, 2026
Westmount Partners, LLC History Reduced 13,375 8,698 2.14% 2.34% 1600 -366 -2.66% Q1 2026 Apr 16, 2026
Hartree Partners, LP History New 13,360 8,688 1.86% 1601 +13,360 New Q1 2026 May 12, 2026
Kesler, Norman & Wride, LLC History Reduced 13,351 8,682 1.49% 2.18% 1602 -5,257 -28.25% Q1 2026 May 06, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History Added to 389,900 8,675 5.56% 12.58% 1603 +155,100 66.06% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 13,339 8,674 0.68% 0.82% 1604 -2,600 -16.31% Q1 2026 Apr 23, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 13,298 8,648 6.01% 5.88% 1605 +681 5.4% Q1 2026 May 08, 2026
Michels Family Financial, LLC History Added to 13,279 8,635 6.23% 6.5% 1606 +297 2.29% Q1 2026 Apr 24, 2026
HERBST GROUP, LLC History Added to 13,244 8,613 5.32% 4.73% 1607 +1,456 12.35% Q1 2026 Apr 09, 2026
Glassman Wealth Services History Added to 13,235 8,607 1.17% 1.17% 1608 +496 3.89% Q1 2026 May 04, 2026
Boston Partners History Added to 13,638 8,542 0.01% 0.01% 1609 +375 2.83% Q1 2026 May 11, 2026
Motiv8 Investments LLC History No change 12,527 8,542 4.66% 4.66% 1610 0 0.0% Q4 2025 Feb 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 13,112 8,527 0.83% 0.83% 1611 +275 2.14% Q1 2026 May 15, 2026
WBH ADVISORY INC History Added to 12,963 8,493 0.64% 0.65% 1612 +17 0.13% Q1 2026 Apr 27, 2026
Certified Advisory Corp History Reduced 13,041 8,481 0.76% 0.83% 1613 -297 -2.23% Q1 2026 Apr 17, 2026
Harvey Partners, LLC History New 13,000 8,454 0.67% 1615 +13,000 New Q1 2026 May 15, 2026
Luxor Capital Group, LP History Reduced 13,000 8,454 0.59% 1.31% 1614 -12,000 -48.0% Q1 2026 May 15, 2026
Blue Trust, Inc. History Reduced 12,990 8,447 0.1% 0.12% 1616 -2,169 -14.31% Q1 2026 Apr 20, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 12,962 8,429 1.42% 1.53% 1617 -379 -2.84% Q1 2026 Apr 21, 2026
IRON Financial LLC History Reduced 12,952 8,423 3.68% 4.3% 1618 -784 -5.71% Q1 2026 Apr 27, 2026
Ruggiero Investments, Inc. History Added to 12,918 8,400 8.12% 6.5% 1619 +2,354 22.28% Q1 2026 May 12, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 12,916 8,399 0.3% 0.26% 1620 +2,477 23.73% Q1 2026 Apr 24, 2026
Montis Financial, LLC History Reduced 12,911 8,396 1.74% 1.86% 1621 -903 -6.54% Q1 2026 May 11, 2026
First City Capital Management, Inc. History Reduced 12,902 8,390 4.45% 4.66% 1622 -39 -0.3% Q1 2026 Apr 17, 2026
Warner Group LLC History Added to 12,888 8,381 5.47% 5.08% 1623 +797 6.59% Q1 2026 Apr 29, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 12,877 8,374 1.88% 2.04% 1624 -177 -1.36% Q1 2026 Apr 02, 2026
URS Advisory LLC History Added to 12,875 8,373 6.12% 6.47% 1625 +1,459 12.78% Q1 2026 Apr 23, 2026
Lexington Hill Partners, LLC History Added to 12,871 8,370 4.74% 6.04% 1626 +1,082 9.18% Q1 2026 Apr 16, 2026
Madison Park Capital Advisors, LLC History Added to 12,865 8,366 6.58% 6.95% 1627 +297 2.36% Q1 2026 Apr 22, 2026
AlphaStar Capital Management, LLC History Reduced 12,864 8,365 0.62% 0.65% 1628 -139 -1.07% Q1 2026 Apr 15, 2026
Ignite Planners, LLC History Reduced 12,837 8,359 1.29% 1.37% 1629 -76 -0.59% Q1 2026 Apr 17, 2026
LOWERY THOMAS, LLC History Reduced 12,843 8,352 4.78% 5.14% 1630 -507 -3.8% Q1 2026 May 13, 2026
Latko Wealth Management, Ltd. History Reduced 12,842 8,351 4.07% 4.46% 1631 -526 -3.93% Q1 2026 Apr 29, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 12,737 8,283 0.48% 0.49% 1632 +359 2.9% Q1 2026 Apr 17, 2026
High Probability Advisors, LLC History Added to 12,724 8,274 1.06% 0.24% 1634 +10,050 375.84% Q1 2026 Apr 10, 2026
Nemes Rush Group LLC History Reduced 12,723 8,274 0.79% 1.17% 1633 -5,510 -30.22% Q1 2026 Apr 21, 2026
VMS Asset Management Limited History New 12,710 8,265 5.05% 1635 +12,710 New Q1 2026 May 13, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 12,703 8,261 2.8% 2.63% 1636 +1,584 14.25% Q1 2026 May 04, 2026
WEST BANCORPORATION INC History No change 12,676 8,243 4.11% 4.53% 1637 0 0.0% Q1 2026 Apr 23, 2026
ABNER HERRMAN & BROCK LLC History Reduced 12,668 8,239 0.91% 0.89% 1638 -62 -0.49% Q1 2026 Apr 07, 2026
Brightwater Advisory LLC History Reduced 12,666 8,237 5.45% 5.92% 1639 -176 -1.37% Q1 2026 Apr 30, 2026
Asset Dedication, LLC History No change 12,043 8,212 0.54% 0.54% 1640 0 0.0% Q4 2025 Jan 26, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 12,576 8,178 2.21% 2.75% 1641 +96 0.77% Q1 2026 Apr 17, 2026
Essential Planning, LLC. History Added to 12,568 8,173 2.6% 2.21% 1642 +2,425 23.91% Q1 2026 Apr 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 12,534 8,151 0.22% 0.24% 1643 -2 -0.02% Q1 2026 Apr 23, 2026
One Day In July LLC History Added to 12,513 8,137 0.65% 0.62% 1644 +1,415 12.75% Q1 2026 May 05, 2026
Topsail Wealth Management, LLC History No change 12,510 8,135 1.2% 1.25% 1645 0 0.0% Q1 2026 Apr 21, 2026
DBK Financial Counsel, LLC History No change 11,926 8,132 6.24% 6.24% 1646 0 0.0% Q4 2025 Jan 26, 2026
Skaana Management L.P. History Reduced 12,500 8,129 2.75% 4.86% 1647 -9,500 -43.18% Q1 2026 May 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 11,961 8,127 0.08% 0.07% 1648 +853 7.68% Q1 2026 Apr 13, 2026
Covenant Asset Management, LLC History Reduced 12,475 8,112 1.22% 1.02% 1649 -130 -1.03% Q1 2026 Apr 14, 2026
BURNS J W & CO INC/NY History Reduced 12,463 8,105 0.93% 0.96% 1650 -318 -2.49% Q1 2026 Apr 17, 2026
WealthPlan Investment Management, LLC History Added to 12,421 8,077 0.45% 0.52% 1651 +359 2.98% Q1 2026 Apr 29, 2026
Petros Family Wealth, LLC History Added to 12,411 8,071 5.75% 5.23% 1652 +879 7.62% Q1 2026 Apr 24, 2026
Autumn Glory Partners, LLC History Reduced 12,399 8,063 2.96% 3.11% 1653 -634 -4.86% Q1 2026 May 04, 2026
Key Client Fiduciary Advisors, LLC History Reduced 12,394 8,060 2.74% 3.06% 1654 -768 -5.83% Q1 2026 Apr 09, 2026
Blueshift Asset Management, LLC History Reduced 12,388 8,056 2.44% 6.43% 1655 -20,284 -62.08% Q1 2026 May 14, 2026
Corundum Group, Inc. History Added to 12,387 8,055 2.69% 2.81% 1656 +110 0.9% Q1 2026 Apr 20, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 12,383 8,053 1.66% 1.77% 1657 -629 -4.83% Q1 2026 Apr 21, 2026
Redwood Park Advisors LLC History Reduced 12,381 8,051 5.36% 5.75% 1658 -14 -0.11% Q1 2026 May 04, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 12,378 8,049 1.92% 1.97% 1659 +98 0.8% Q1 2026 May 08, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 12,375 8,047 0.57% 0.58% 1660 +134 1.09% Q1 2026 Apr 28, 2026
GWN SECURITIES INC. History Reduced 12,354 8,034 1.54% 1.83% 1661 -931 -7.01% Q1 2026 May 14, 2026
JACKSON SQUARE CAPITAL, LLC History Reduced 12,350 8,031 1.68% 2.08% 1662 -3,080 -19.96% Q1 2026 Apr 13, 2026
Successful Portfolios LLC History Reduced 12,515 8,022 4.42% 4.58% 1663 -422 -3.26% Q1 2026 Apr 13, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 12,307 8,003 0.91% 0.93% 1664 -3 -0.02% Q1 2026 May 11, 2026
Blue Fin Capital, Inc. History No change 11,720 7,992 1.24% 1.24% 1665 0 0.0% Q4 2025 Jan 23, 2026
Paragon Capital Management Ltd History Reduced 12,280 7,986 1.68% 1.73% 1666 -477 -3.74% Q1 2026 Apr 15, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 12,275 7,983 2.09% 2.32% 1667 -329 -2.61% Q1 2026 Apr 10, 2026
Madrid Financial Services History New 12,271 7,980 4.71% 1668 +12,271 New Q1 2026 May 15, 2026
SURIENCE PRIVATE WEALTH LLC History Added to 12,210 7,940 8.52% 8.09% 1669 +1,163 10.53% Q1 2026 Apr 20, 2026
Sitrin Capital Management LLC History Reduced 12,158 7,928 3.97% 4.41% 1670 -1,434 -10.55% Q1 2026 Apr 21, 2026
Leo Wealth, LLC History Reduced 12,147 7,899 0.57% 0.61% 1671 -196 -1.59% Q1 2026 May 05, 2026
Annex Advisory Services, LLC History Reduced 12,128 7,887 0.15% 0.16% 1672 -269 -2.17% Q1 2026 Apr 16, 2026
Karani Asset Management LLC History Added to 12,100 7,869 6.44% 6.64% 1673 +200 1.68% Q1 2026 May 15, 2026
WORLD EQUITY GROUP, INC. History Reduced 12,089 7,861 2.04% 2.35% 1674 -238 -1.93% Q1 2026 May 06, 2026
Clark Capital Management Group, Inc. History Added to 12,076 7,853 0.05% 0.03% 1675 +5,642 87.69% Q1 2026 May 15, 2026
Guardian Partners Inc. History Added to 12,040 7,852 0.65% 0.66% 1676 +37 0.31% Q1 2026 May 15, 2026
Aspire Capital Advisors LLC History Reduced 12,027 7,821 1.76% 1.95% 1677 -170 -1.39% Q1 2026 Apr 22, 2026
EDGEWOOD MANAGEMENT LLC History Reduced 12,019 7,816 0.05% 0.04% 1678 -1,661 -12.14% Q1 2026 May 14, 2026
Colorado Capital Management, Inc. History Reduced 11,992 7,799 2.91% 3.15% 1679 -309 -2.51% Q1 2026 Apr 13, 2026
American Trust History Reduced 11,987 7,795 0.69% 0.72% 1680 -501 -4.01% Q1 2026 May 01, 2026
F/m Investments LLC History Reduced 11,979 7,790 0.52% 0.39% 1681 -3,025 -20.16% Q1 2026 May 11, 2026
RFG Advisory, LLC History Reduced 11,952 7,772 0.14% 0.16% 1682 -793 -6.22% Q1 2026 Apr 17, 2026
Graham Capital Management, L.P. History Added to 50,000 7,768 0.19% 0.46% 1683 +22,000 78.57% Q1 2026 May 15, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 11,908 7,765 0.57% 0.51% 1684 +1,973 19.86% Q1 2026 Apr 20, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 11,922 7,753 0.12% 0.16% 1685 -3,801 -24.17% Q1 2026 Apr 01, 2026
FWG Holdings, LLC History Reduced 11,760 7,749 2.93% 3.82% 1686 -1,131 -8.77% Q1 2026 Apr 13, 2026
PGIM Custom Harvest LLC History Reduced 11,909 7,744 0.12% 0.13% 1687 -825 -6.48% Q1 2026 May 13, 2026
Peregrine Asset Advisers, Inc. History Reduced 11,903 7,741 2.08% 2.36% 1688 -372 -3.03% Q1 2026 Apr 24, 2026
Providence Financial Advisors, LLC History Reduced 11,894 7,735 4.41% 8.78% 1689 -1,012 -7.84% Q1 2026 May 12, 2026
Cassaday & Co Wealth Management LLC History Reduced 11,881 7,726 0.16% 0.2% 1690 -2,311 -16.28% Q1 2026 May 07, 2026
Aegis Wealth Management LLC History Reduced 11,874 7,722 4.42% 5.34% 1691 -1,992 -14.37% Q1 2026 Apr 22, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 11,862 7,714 0.43% 0.68% 1692 +3,490 41.69% Q1 2026 Apr 22, 2026
Bank of New Hampshire History Reduced 11,849 7,705 1.76% 1.82% 1693 -35 -0.29% Q1 2026 Apr 13, 2026
MIZUHO SECURITIES USA LLC History Reduced 11,846 7,704 0.18% 15.66% 1694 -1,375,988 -99.15% Q1 2026 May 11, 2026
KFA Private Wealth Group, LLC History Reduced 11,844 7,702 1.85% 2.0% 1695 -243 -2.01% Q1 2026 Apr 20, 2026
Joseph P. Lucia & Associates, LLC History Added to 11,777 7,676 2.74% 2.81% 1696 +333 2.91% Q1 2026 May 14, 2026
Truepoint, Inc. History Reduced 11,774 7,657 0.17% 0.18% 1697 -10 -0.08% Q1 2026 May 08, 2026
Vigilare Wealth Management History Reduced 11,756 7,645 2.58% 4.67% 1698 -8,607 -42.27% Q1 2026 Apr 01, 2026
OmniStar Financial Group, Inc. History Reduced 11,749 7,635 3.96% 5.4% 1699 -1,766 -13.07% Q1 2026 May 15, 2026
Kraft, Davis & Associates, LLC History Added to 10,624 7,634 1.63% 1.44% 1700 +1,381 14.94% Q1 2026 May 01, 2026
Coastwise Capital Group, LLC History Reduced 11,714 7,617 4.23% 4.09% 1701 -284 -2.37% Q1 2026 May 07, 2026
Ameliora Wealth Management Ltd. History Reduced 11,699 7,607 2.43% 2.52% 1702 -428 -3.53% Q1 2026 Apr 23, 2026
Sage Capital Management, LLC History Reduced 11,681 7,601 3.57% 3.88% 1703 -631 -5.13% Q1 2026 Apr 15, 2026
Rossby Financial, LCC History Added to 11,586 7,591 1.55% 0.32% 1704 +10,087 672.92% Q1 2026 May 11, 2026
GatePass Capital, LLC History Added to 11,674 7,591 3.54% 3.4% 1705 +1,996 20.62% Q1 2026 May 06, 2026
ArchPoint Investors History Added to 11,636 7,588 1.81% 1.86% 1706 +140 1.22% Q1 2026 May 14, 2026
Elyxium Wealth, LLC History Reduced 11,609 7,549 2.42% 2.22% 1707 -130 -1.11% Q1 2026 May 06, 2026
Tandem Investment Partners LLC History Reduced 11,573 7,526 6.38% 6.83% 1708 -313 -2.63% Q1 2026 May 13, 2026
Capital Asset Advisory Services LLC History Added to 10,605 7,515 0.29% 0.25% 1709 +1,606 17.85% Q1 2026 Apr 24, 2026
Linscomb Wealth, Inc. History Reduced 11,554 7,513 0.33% 0.39% 1710 -1,952 -14.45% Q1 2026 May 11, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 11,489 7,472 0.36% 0.38% 1711 +186 1.65% Q1 2026 Apr 27, 2026
Stronghold Wealth Management L.L.C. History Added to 11,448 7,445 11.25% 11.4% 1712 +132 1.17% Q1 2026 Apr 30, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 11,447 7,444 1.15% 1.27% 1713 -20 -0.17% Q1 2026 May 07, 2026
M.D. Sass, LLC History Reduced 11,440 7,439 0.56% 0.63% 1714 -360 -3.05% Q1 2026 May 14, 2026
SUMMIT SECURITIES GROUP LLC History Added to 11,417 7,424 0.92% 0.25% 1715 +8,617 307.75% Q1 2026 Apr 30, 2026
Centennial Bank/AR/ History Reduced 11,405 7,417 2.66% 3.12% 1716 -95 -0.83% Q1 2026 May 06, 2026
TRIGLAV INVESTMENTS, D.O.O. History Reduced 11,378 7,399 0.52% 0.82% 1717 -7,654 -40.22% Q1 2026 May 04, 2026
Garde Capital, Inc. History Reduced 11,373 7,396 0.44% 0.47% 1718 -155 -1.34% Q1 2026 Apr 28, 2026
Port Capital LLC History Added to 11,355 7,384 0.33% 0.33% 1719 +150 1.34% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 11,348 7,379 0.76% 0.84% 1720 -426 -3.62% Q1 2026 May 11, 2026
Bragg Financial Advisors, Inc History Added to 11,344 7,377 0.23% 0.25% 1721 +46 0.41% Q1 2026 May 15, 2026
New Republic Capital, LLC History Added to 11,343 7,376 2.49% 2.0% 1723 +341 3.1% Q1 2026 May 01, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 11,343 7,376 0.81% 0.86% 1722 +93 0.83% Q1 2026 May 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 11,262 7,324 0.8% 0.97% 1724 -1,983 -14.97% Q1 2026 Apr 23, 2026
Invst, LLC History Added to 11,255 7,319 0.83% 0.7% 1725 +1,821 19.3% Q1 2026 May 13, 2026
Seelaus Asset Management LLC History Added to 11,389 7,301 5.26% 5.07% 1727 +2,028 21.66% Q1 2026 Apr 29, 2026
BTC Capital Management, Inc. History No change 11,227 7,301 0.49% 0.53% 1726 0 0.0% Q1 2026 Apr 20, 2026
Schear Investment Advisers, LLC History Reduced 11,211 7,290 3.21% 3.67% 1728 -1,295 -10.36% Q1 2026 Apr 28, 2026
SageView Advisory Group, LLC History No change 10,682 7,284 0.25% 0.25% 1729 0 0.0% Q4 2025 Feb 17, 2026
Everhart Financial Group, Inc. History Added to 11,199 7,282 0.62% 0.14% 1730 +9,002 409.74% Q1 2026 Apr 09, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 11,185 7,274 1.15% 1.19% 1731 -12 -0.11% Q1 2026 Apr 13, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 11,169 7,263 0.9% 0.85% 1732 0 0.0% Q1 2026 May 15, 2026
NDWM LLC History Reduced 11,118 7,230 4.69% 19.9% 1733 -32,984 -74.79% Q1 2026 Apr 24, 2026
SkyView Investment Advisors, LLC History No change 11,115 7,229 0.97% 0.96% 1734 0 0.0% Q1 2026 May 14, 2026
Trilogy Capital Inc. History Added to 11,093 7,214 0.32% 0.18% 1735 +1,923 20.97% Q1 2026 Apr 21, 2026
SSA SWISS ADVISORS AG History No change 10,554 7,197 3.35% 3.35% 1736 0 0.0% Q4 2025 Feb 26, 2026
Well Done, LLC History Reduced 11,066 7,196 1.06% 1.16% 1737 -275 -2.42% Q1 2026 Apr 14, 2026
Alta Wealth Advisors LLC History Reduced 11,023 7,168 2.33% 2.75% 1738 -1,026 -8.52% Q1 2026 May 04, 2026
New Age Alpha Advisors, LLC History Added to 11,011 7,160 0.33% 0.29% 1739 +1,018 10.19% Q1 2026 May 11, 2026
HOWE & RUSLING INC History Reduced 11,001 7,154 0.47% 0.69% 1740 -4,395 -28.55% Q1 2026 Apr 28, 2026
Point Break Capital Management, LLC History New 11,000 7,153 8.13% 1741 +11,000 New Q1 2026 May 14, 2026
Summa Corp. History Added to 10,993 7,149 2.96% 0.49% 1742 +9,333 562.23% Q1 2026 Apr 30, 2026
SYON CAPITAL LLC History Added to 10,992 7,148 0.36% 0.32% 1743 +1,672 17.94% Q1 2026 May 13, 2026
IBEX WEALTH ADVISORS History Reduced 10,990 7,147 0.67% 0.77% 1744 -501 -4.36% Q1 2026 Apr 30, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 10,985 7,143 0.2% 0.22% 1745 0 0.0% Q1 2026 May 08, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 10,979 7,140 1.97% 2.22% 1746 +332 3.12% Q1 2026 Apr 15, 2026
TL Private Wealth History Added to 10,499 7,133 2.82% 2.8% 1747 +4 0.04% Q1 2026 Apr 13, 2026
Morton Capital Management LLC/CA History Added to 10,950 7,120 1.06% 1.01% 1748 +1,268 13.1% Q1 2026 Apr 21, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 10,936 7,111 0.07% 0.06% 1749 +2,687 32.57% Q1 2026 Apr 27, 2026
SEVEN MILE ADVISORY History Reduced 10,932 7,109 5.13% 1.35% 1750 -601 -5.21% Q1 2026 Apr 14, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 10,924 7,104 5.81% 6.11% 1751 -1,897 -14.8% Q1 2026 May 13, 2026
Selby Wealth Management, LLC History Reduced 10,922 7,103 2.8% 3.15% 1753 -540 -4.71% Q1 2026 Apr 08, 2026
MASECO LLP History Added to 10,924 7,103 0.22% 0.32% 1752 +212 1.98% Q1 2026 Apr 21, 2026
Sterneck Capital Management, LLC History Added to 10,920 7,101 3.19% 3.22% 1754 +444 4.24% Q1 2026 Apr 16, 2026
CVFG LLC History Reduced 10,908 7,093 0.88% 6.2% 1755 -2,359 -17.78% Q1 2026 Apr 29, 2026
Daybright Advisory Services, Inc. History Added to 10,862 7,064 1.95% 1.93% 1756 +272 2.57% Q1 2026 May 12, 2026
Balentine LLC History Reduced 10,861 7,063 0.28% 0.29% 1757 -523 -4.59% Q1 2026 Apr 24, 2026
MRWM Advisors, LLC History Reduced 10,860 7,062 3.83% 5.43% 1759 -3,976 -26.8% Q1 2026 Apr 20, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 10,860 7,062 0.51% 0.52% 1758 -32 -0.29% Q1 2026 Apr 08, 2026
Canoe Financial LP History Reduced 6,555 7,061 0.1% 0.14% 1760 -5,444 -45.37% Q1 2026 Apr 22, 2026
High Net Worth Advisory Group LLC History Reduced 10,856 7,060 1.65% 1.72% 1761 -100 -0.91% Q1 2026 Apr 17, 2026
Clear Creek Financial Management, LLC History Added to 10,831 7,046 0.54% 0.58% 1762 +387 3.71% Q1 2026 Apr 22, 2026
Plotkin Financial Advisors, LLC History Added to 10,828 7,041 3.54% 3.35% 1763 +744 7.38% Q1 2026 May 11, 2026
Founders Financial Alliance, LLC History Added to 10,792 7,018 1.26% 1.35% 1764 +310 2.96% Q1 2026 May 11, 2026
Lifeworks Advisors, LLC History Added to 10,793 7,018 0.9% 0.94% 1765 +143 1.34% Q1 2026 May 04, 2026
LCW Services, LLC History Reduced 10,785 7,013 3.48% 4.5% 1766 -1,612 -13.0% Q1 2026 Apr 27, 2026
Aurora Private Wealth, Inc. History Reduced 10,437 6,996 4.98% 4.69% 1767 -20 -0.19% Q1 2026 Apr 16, 2026
Cliffwater LLC History Reduced 10,752 6,992 1.85% 1.75% 1768 -1,452 -11.9% Q1 2026 May 13, 2026
1900 WEALTH MANAGEMENT LLC History Added to 10,725 6,976 0.45% 0.47% 1769 +15 0.14% Q1 2026 Apr 17, 2026
Guidance Point Advisors, LLC History Added to 10,704 6,965 1.65% 1.66% 1770 +202 1.92% Q1 2026 May 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 10,686 6,949 0.09% 0.09% 1771 +91 0.86% Q1 2026 May 04, 2026
Armbruster Capital Management, Inc. History Added to 10,657 6,930 1.14% 1.18% 1772 +310 3.0% Q1 2026 Apr 21, 2026
Wick Capital Partners, LLC History Reduced 10,574 6,876 1.25% 1.31% 1773 -107 -1.0% Q1 2026 May 15, 2026
NWF Advisory Services Inc. History Added to 10,570 6,874 0.78% 0.78% 1774 +211 2.04% Q1 2026 May 04, 2026
Drexel Morgan & Co. History Reduced 10,561 6,868 1.01% 1.16% 1775 -350 -3.21% Q1 2026 May 11, 2026
Tempus Wealth Planning, LLC History Reduced 10,560 6,867 1.58% 1.65% 1776 -30 -0.28% Q1 2026 Apr 28, 2026
Ascent Group, LLC History Added to 10,555 6,864 0.24% 0.24% 1777 +270 2.63% Q1 2026 May 15, 2026
Cove Private Wealth, LLC History Added to 10,503 6,830 1.55% 1.37% 1778 +3,771 56.02% Q1 2026 May 13, 2026
LCNB CORP History Added to 10,496 6,825 2.29% 2.19% 1779 +897 9.34% Q1 2026 May 11, 2026
Founders Capital Management History Reduced 10,481 6,816 3.33% 3.74% 1780 -86 -0.81% Q1 2026 Apr 21, 2026
Piedmont Capital Management, LLC/NC History No change 10,473 6,810 4.54% 4.69% 1781 0 0.0% Q1 2026 Apr 21, 2026
Patten Group, Inc. History Reduced 10,470 6,808 1.18% 1.43% 1782 -886 -7.8% Q1 2026 Apr 24, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 9,966 6,796 0.45% 0.45% 1783 0 0.0% Q4 2025 Jan 27, 2026
Quent Capital, LLC History Reduced 10,445 6,792 0.48% 0.65% 1784 -2,742 -20.79% Q1 2026 Apr 28, 2026
Concorde Asset Management, LLC History No change 9,958 6,790 2.72% 2.72% 1785 0 0.0% Q4 2025 Feb 13, 2026
OneAscent Financial Services LLC History Added to 10,437 6,787 0.37% 0.57% 1786 +1,345 14.79% Q1 2026 Apr 21, 2026
Oliver Luxxe Assets LLC History Reduced 10,402 6,765 1.01% 1.11% 1787 -296 -2.77% Q1 2026 Apr 08, 2026
Corsicana & Co. History Added to 12,055 6,743 4.27% 4.47% 1788 +389 3.33% Q1 2026 May 13, 2026
Weaver Capital Management LLC History Reduced 10,354 6,733 1.46% 1.49% 1789 -11 -0.11% Q1 2026 Apr 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 10,348 6,730 1.61% 1.98% 1790 -328 -3.07% Q1 2026 May 07, 2026
TruNorth Capital Management, LLC History Reduced 10,342 6,725 1.29% 1.34% 1791 -23 -0.22% Q1 2026 Apr 22, 2026
Amplius Wealth Advisors, LLC History Reduced 10,304 6,701 0.56% 0.59% 1792 -8 -0.08% Q1 2026 Apr 13, 2026
Abacus Wealth Partners, LLC History Added to 10,280 6,685 0.61% 0.54% 1793 +2,160 26.6% Q1 2026 Apr 24, 2026
Traynor Capital Management, Inc. History Reduced 10,537 6,664 0.39% 0.62% 1794 -6,480 -38.08% Q1 2026 May 14, 2026
Sharper & Granite LLC History No change 10,248 6,664 2.28% 2.46% 1795 0 0.0% Q1 2026 Apr 08, 2026
Grey Ledge Advisors, LLC History Reduced 10,217 6,644 1.5% 1.58% 1796 -24 -0.23% Q1 2026 Apr 20, 2026
Novak & Powell Financial Services, Inc. History Added to 10,214 6,642 3.58% 3.63% 1797 +17 0.17% Q1 2026 May 14, 2026
Forty-three Eighteen Advisors, LLC History No change 10,207 6,638 5.0% 5.41% 1798 0 0.0% Q1 2026 May 06, 2026
Colony Family Offices, LLC History Added to 10,171 6,632 1.64% 1.66% 1799 +460 4.74% Q1 2026 Apr 21, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 10,178 6,620 0.0% 0.0% 1800 +6,220 157.15% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 10,166 6,608 0.01% 0.01% 1801 -144 -1.4% Q1 2026 May 13, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 10,161 6,607 1.08% 1.22% 1802 -688 -6.34% Q1 2026 May 12, 2026
Dale Q Rice Investment Management Ltd History Reduced 10,159 6,606 5.01% 5.01% 1803 -101 -0.98% Q1 2026 May 08, 2026
Hyposwiss Advisors SA History Added to 10,132 6,589 6.51% 6.27% 1804 +752 8.02% Q1 2026 Apr 30, 2026
Crews Bank & Trust History Reduced 10,121 6,582 0.95% 0.99% 1805 -9 -0.09% Q1 2026 May 13, 2026
Stone Wealth Partners History Reduced 10,090 6,580 5.91% 6.22% 1806 -155 -1.51% Q1 2026 May 07, 2026
Ellenbecker Investment Group History Reduced 10,110 6,575 0.89% 0.98% 1807 -154 -1.5% Q1 2026 Apr 23, 2026
Shoker Investment Counsel, Inc. History Reduced 10,107 6,573 1.95% 2.17% 1808 -728 -6.72% Q1 2026 May 11, 2026
Praxis Capital Management LLC History Added to 10,100 6,568 15.34% 21.0% 1809 +1,500 17.44% Q1 2026 May 01, 2026
Clare Market Investments LLC History New 10,077 6,553 1.37% 1811 +10,077 New Q1 2026 Apr 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 10,077 6,553 0.77% 0.95% 1810 -246 -2.38% Q1 2026 Apr 30, 2026
Smithfield Trust Co History Reduced 10,054 6,540 0.28% 0.3% 1812 -48 -0.48% Q1 2026 May 08, 2026
Willis Johnson & Associates, Inc. History Reduced 10,048 6,534 0.38% 0.43% 1813 -68 -0.67% Q1 2026 Apr 23, 2026
Ducere Wealth Management LLC History Added to 10,043 6,531 2.6% 1.9% 1814 +2,833 39.29% Q1 2026 May 11, 2026
Game Creek Capital, LP History Reduced 10,000 6,503 2.16% 5.63% 1815 -15,000 -60.0% Q1 2026 May 14, 2026
Hunting Hill Global Capital, LLC History New 10,000 6,503 5.04% 1816 +10,000 New Q1 2026 May 15, 2026
Genesee Capital Advisors, LLC History Reduced 9,997 6,501 2.72% 2.79% 1817 -167 -1.64% Q1 2026 Apr 22, 2026
MorganRosel Wealth Management, LLC History Reduced 9,983 6,492 2.56% 3.11% 1818 -8,255 -45.26% Q1 2026 May 06, 2026
PEOPLES BANK /OH History Reduced 9,973 6,485 3.98% 4.37% 1819 -347 -3.36% Q1 2026 Apr 24, 2026
Garden State Investment Advisory Services LLC History Reduced 9,960 6,482 1.42% 1.8% 1820 -1,999 -16.72% Q1 2026 May 13, 2026
OakTrust Wealth Advisors, LLC History Added to 9,931 6,459 5.88% 5.46% 1821 +1,259 14.52% Q1 2026 Apr 23, 2026
Iowa State Bank History Reduced 9,924 6,453 1.19% 1.33% 1822 -482 -4.63% Q1 2026 Apr 15, 2026
HCR Wealth Advisors History Added to 9,920 6,451 0.67% 0.65% 1823 +236 2.44% Q1 2026 Apr 21, 2026
Bay Rivers Group History Added to 9,888 6,430 2.68% 2.68% 1824 +177 1.82% Q1 2026 Apr 13, 2026
Continuum Advisory, LLC History Added to 9,886 6,428 0.62% 0.67% 1825 +37 0.38% Q1 2026 Apr 22, 2026
USAdvisors Wealth Management, LLC History Added to 10,168 6,426 2.13% 2.26% 1826 +90 0.89% Q1 2026 Apr 27, 2026
SIH Partners, LLLP History New 9,880 6,425 0.08% 1827 +9,880 New Q1 2026 May 15, 2026
KKM Financial LLC History No change 9,409 6,416 1.14% 1.14% 1828 0 0.0% Q1 2026 May 15, 2026
MinichMacGregor Wealth Management, LLC History Reduced 9,859 6,412 1.13% 1.25% 1829 -229 -2.27% Q1 2026 Apr 20, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 9,834 6,396 0.02% 0.02% 1830 -131 -1.31% Q1 2026 May 14, 2026
Private Capital Management, LLC History Added to 9,811 6,380 0.64% 0.6% 1831 +226 2.36% Q1 2026 May 15, 2026
My Personal CFO, LLC History Added to 9,792 6,367 2.79% 2.75% 1832 +110 1.14% Q1 2026 Apr 21, 2026
Asset Advisory Group, Inc. History Added to 9,764 6,349 3.19% 3.32% 1833 +20 0.21% Q1 2026 Apr 16, 2026
FIL Ltd History Reduced 9,754 6,343 0.0% 0.04% 1834 -63,142 -86.62% Q1 2026 May 15, 2026
Macro Advisors, Inc. History New 9,733 6,329 2.61% 1836 +9,733 New Q1 2026 May 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 9,733 6,329 0.36% 0.43% 1835 -685 -6.58% Q1 2026 Apr 09, 2026
Legacy Wealth Management, LLC History Added to 9,714 6,317 0.37% 0.38% 1837 +3 0.03% Q1 2026 Apr 22, 2026
LRI Investments, LLC History Added to 9,700 6,308 0.56% 0.53% 1838 +37 0.38% Q1 2026 Apr 30, 2026
Legacy Wealth Partners, LLC History Reduced 9,685 6,298 1.58% 6.55% 1839 -27,410 -73.89% Q1 2026 Apr 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 9,665 6,285 0.64% 0.7% 1840 +318 3.4% Q1 2026 Apr 30, 2026
Fusion Family Wealth, LLC History Reduced 9,633 6,264 0.47% 0.5% 1841 -2 -0.02% Q1 2026 May 05, 2026
GAMMA Investing LLC History Reduced 9,629 6,262 0.29% 0.36% 1843 -863 -8.23% Q1 2026 Apr 06, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 9,630 6,262 0.36% 0.39% 1842 -361 -3.61% Q1 2026 Apr 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 9,593 6,239 0.38% 0.43% 1844 -383 -3.84% Q1 2026 Apr 13, 2026
Heritage Investment Group, Inc. History Added to 9,593 6,238 0.94% 0.78% 1845 +2,036 26.94% Q1 2026 May 01, 2026
VANGUARD ADVISERS INC History New 9,583 6,231 0.02% 1846 +9,583 New Q1 2026 May 08, 2026
Orca Investment Management, LLC History Reduced 9,571 6,224 5.29% 5.16% 1847 -36 -0.37% Q1 2026 Apr 23, 2026
AXS Investments LLC History Added to 9,543 6,206 2.51% 2.17% 1848 +284 3.07% Q1 2026 May 06, 2026
Chicago Wealth Management, Inc. History Added to 9,542 6,205 2.48% 1.59% 1849 +3,723 63.98% Q1 2026 May 11, 2026
Veracity Capital LLC History Reduced 9,520 6,191 2.21% 2.79% 1850 -4,393 -31.57% Q1 2026 Apr 09, 2026
American Institute for Advanced Investment Management, LLP History Reduced 9,512 6,185 4.01% 4.21% 1851 -83 -0.87% Q1 2026 Apr 24, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 9,501 6,178 2.86% 0.21% 1852 +7,477 369.42% Q1 2026 Apr 15, 2026
Royal Fund Management, LLC History Reduced 9,474 6,173 0.59% 1.93% 1853 -21,649 -69.56% Q1 2026 May 19, 2026
Evernest Financial Advisors, LLC History No change 8,619 6,163 1.28% 1.25% 1854 0 0.0% Q1 2026 May 04, 2026
HORAN Wealth, LLC History No change 9,343 6,144 0.58% 0.98% 1855 0 0.0% Q1 2026 May 08, 2026
Pinnacle Bancorp, Inc. History Added to 9,440 6,139 1.81% 1.87% 1856 +61 0.65% Q1 2026 Apr 22, 2026
Madison Wealth Partners, Inc History Added to 9,430 6,132 0.98% 1.14% 1857 +258 2.81% Q1 2026 Apr 30, 2026
GSG Advisors LLC History Added to 9,422 6,127 1.59% 1.62% 1858 +209 2.27% Q1 2026 May 13, 2026
Vienna Asset Management LLC History Reduced 9,408 6,118 4.75% 4.68% 1859 -2,676 -22.14% Q1 2026 May 12, 2026
Solano Wealth Investment Advisors LLC History Reduced 9,392 6,107 3.04% 3.18% 1860 -15 -0.16% Q1 2026 May 15, 2026
GQG Partners LLC History Reduced 9,385 6,105 0.01% 0.06% 1861 -40,673 -81.25% Q1 2026 May 12, 2026
Nautilus Advisors LLC History Reduced 9,385 6,103 4.18% 4.27% 1862 -210 -2.19% Q1 2026 Apr 17, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 9,383 6,102 2.24% 2.47% 1863 -53 -0.56% Q1 2026 Apr 17, 2026
Allegheny Financial Group History Added to 9,379 6,100 0.82% 0.95% 1864 +1 0.01% Q1 2026 Apr 16, 2026
Oder Investment Management, LLC History Reduced 9,377 6,097 4.68% 4.85% 1865 -437 -4.45% Q1 2026 May 05, 2026
Kearns & Associates LLC History No change 9,340 6,074 3.27% 3.29% 1866 0 0.0% Q1 2026 Apr 20, 2026
WHITE PINE CAPITAL LLC History Reduced 9,336 6,071 1.71% 1.86% 1867 -590 -5.94% Q1 2026 May 11, 2026
BARRETT & COMPANY, INC. History Added to 9,318 6,059 2.09% 2.12% 1868 +10 0.11% Q1 2026 May 04, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 9,298 6,047 3.54% 3.69% 1869 -96 -1.02% Q1 2026 Apr 17, 2026
Loudon Investment Management, LLC History Reduced 9,282 6,036 3.25% 3.35% 1870 -120 -1.28% Q1 2026 May 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 9,262 6,023 2.04% 2.23% 1871 -89 -0.95% Q1 2026 Apr 17, 2026
LJI Wealth Management, LLC History Added to 9,256 6,019 0.96% 0.95% 1872 +156 1.71% Q1 2026 May 04, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 9,254 6,018 0.61% 0.63% 1873 -94 -1.01% Q1 2026 May 05, 2026
SGL Investment Advisors, Inc. History Added to 8,138 6,016 2.26% 1.84% 1874 +1,346 19.82% Q1 2026 May 12, 2026
FreeGulliver LLC History Reduced 9,227 6,000 2.53% 18.38% 1875 -64,005 -87.4% Q1 2026 May 15, 2026
London & Capital Asset Management Ltd History Reduced 9,214 5,991 0.07% 0.07% 1876 -120 -1.29% Q1 2026 May 15, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 9,163 5,975 0.84% 1.02% 1877 -253 -2.69% Q1 2026 Apr 30, 2026
Rossmore Private Capital History Reduced 9,150 5,969 0.52% 0.64% 1878 -1,359 -12.93% Q1 2026 May 01, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 8,791 5,942 0.83% 0.86% 1879 +28 0.32% Q1 2026 Apr 13, 2026
WealthShield Partners, LLC History Reduced 9,132 5,938 0.66% 0.69% 1880 -79 -0.86% Q1 2026 May 01, 2026
Excelsior Advisor Network LLC History Added to 9,106 5,922 2.25% 3.0% 1881 +50 0.55% Q1 2026 May 15, 2026
Marin Bay Wealth Advisors, LLC History Added to 136,904 5,918 3.56% 3.79% 1883 +127,212 1312.55% Q1 2026 May 11, 2026
Walkner Condon Financial Advisors LLC History Reduced 9,101 5,918 0.78% 0.86% 1882 -9 -0.1% Q1 2026 Apr 28, 2026
Samalin Investment Counsel, LLC History Added to 9,092 5,912 2.1% 2.14% 1884 +237 2.68% Q1 2026 Apr 22, 2026
WOODSTOCK CORP History Added to 9,081 5,905 0.53% 0.52% 1885 +195 2.19% Q1 2026 Apr 08, 2026
Stonebridge Financial Group, LLC History Added to 9,062 5,893 0.48% 0.38% 1886 +2,532 38.77% Q1 2026 Apr 08, 2026
Acropolis Investment Management, LLC History Added to 9,060 5,892 0.26% 0.28% 1887 +47 0.52% Q1 2026 Apr 09, 2026
Orin Green Financial, LLC History Reduced 9,057 5,889 2.42% 2.47% 1888 -3 -0.03% Q1 2026 Apr 29, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 9,055 5,888 0.45% 0.53% 1889 +3 0.03% Q1 2026 May 13, 2026
Wealth Watch Advisors, INC History Added to 11,636 5,883 2.46% 1.83% 1890 +2,755 31.02% Q1 2026 May 15, 2026
Fogel Capital Management, Inc. History Added to 9,040 5,878 2.69% 2.83% 1891 +43 0.48% Q1 2026 May 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 9,028 5,871 0.56% 0.6% 1892 -303 -3.25% Q1 2026 Apr 23, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 9,025 5,869 0.61% 0.66% 1893 0 0.0% Q1 2026 Apr 30, 2026
Alpine Global Management, LLC History Added to 9,010 5,859 0.88% 0.3% 1894 +6,947 336.74% Q1 2026 May 15, 2026
Latitude Advisors, LLC History Added to 9,010 5,859 2.68% 2.59% 1895 +385 4.46% Q1 2026 Apr 27, 2026
Fortitude Advisory Group L.L.C. History Reduced 9,002 5,854 2.63% 2.79% 1896 -645 -6.69% Q1 2026 Apr 28, 2026
Regent Peak Wealth Advisors LLC History Reduced 8,999 5,852 1.19% 1.3% 1897 -707 -7.28% Q1 2026 Apr 14, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 8,981 5,840 0.43% 0.48% 1898 -541 -5.68% Q1 2026 Apr 22, 2026
Marietta Wealth Management, LLC History Added to 8,959 5,826 0.69% 0.7% 1899 +21 0.23% Q1 2026 Apr 21, 2026
Aureus Asset Management, LLC History Added to 8,958 5,825 0.39% 0.39% 1900 +1 0.01% Q1 2026 May 13, 2026
Resurgent Financial Advisors LLC History Added to 8,946 5,817 2.1% 1.8% 1901 +3,675 69.72% Q1 2026 May 12, 2026
MARINER INVESTMENT GROUP LLC History Added to 1,385,000 5,810 1.68% 0.01% 1902 +1,260,000 1008.0% Q1 2026 May 05, 2026
BITTERROOT CAPITAL ADVISORS LLC History Added to 8,900 5,788 3.51% 4.15% 1903 +15 0.17% Q1 2026 May 11, 2026
TOWER BRIDGE ADVISORS History New 8,879 5,774 0.56% 1904 +8,879 New Q1 2026 May 12, 2026
Providence First Trust Co History Reduced 8,871 5,768 2.03% 2.33% 1905 -983 -9.98% Q1 2026 May 04, 2026
111 Capital History Reduced 8,867 5,766 1.42% 6.31% 1906 -33,575 -79.11% Q1 2026 May 11, 2026
Storen Legacy Partners, LLC History Reduced 8,852 5,756 1.8% 1.92% 1907 -125 -1.39% Q1 2026 Apr 22, 2026
JDM Financial Group LLC History Reduced 8,838 5,747 2.22% 2.34% 1908 -20 -0.23% Q1 2026 May 20, 2026
Beta Wealth Group, Inc. History Reduced 8,830 5,742 2.38% 2.7% 1909 -1,023 -10.38% Q1 2026 May 07, 2026
Marks Group Wealth Management, Inc History Reduced 8,825 5,739 0.55% 0.62% 1910 -745 -7.78% Q1 2026 May 05, 2026
S.A. Mason LLC History Reduced 8,812 5,730 2.15% 2.4% 1911 -98 -1.1% Q1 2026 Apr 27, 2026
Delta Investment Management, LLC History Reduced 8,805 5,726 1.02% 1.08% 1912 -320 -3.51% Q1 2026 May 12, 2026
NINE MASTS CAPITAL Ltd History Added to 613,639 5,718 0.83% 12.23% 1913 +509,500 489.25% Q1 2026 May 12, 2026
SAGE RHINO CAPITAL LLC History Added to 8,766 5,701 1.07% 1.13% 1914 +17 0.19% Q1 2026 Apr 28, 2026
Secure Asset Management, LLC History Reduced 9,241 5,690 0.9% 1.34% 1915 -3,348 -26.59% Q1 2026 Apr 09, 2026
Round Rock Advisors LLC History Reduced 8,745 5,686 0.87% 1.24% 1916 -3,324 -27.54% Q1 2026 May 15, 2026
Vision Retirement, LLC History Reduced 8,743 5,686 1.62% 1.63% 1917 -194 -2.17% Q1 2026 May 07, 2026
Baker Ellis Asset Management LLC History Reduced 8,741 5,684 0.67% 0.72% 1918 -76 -0.86% Q1 2026 Apr 17, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 8,721 5,671 4.56% 4.94% 1919 -421 -4.61% Q1 2026 Apr 16, 2026
Castle Rock Wealth Management, LLC History Added to 8,646 5,670 1.23% 1.26% 1920 +113 1.32% Q1 2026 Apr 08, 2026
Visionary Wealth Advisors History Added to 8,712 5,665 0.25% 0.24% 1921 +1,054 13.76% Q1 2026 May 13, 2026
Breakwater Investment Management History Added to 8,654 5,628 2.09% 2.13% 1922 +30 0.35% Q1 2026 May 14, 2026
WorthPointe, LLC History Added to 8,639 5,618 1.52% 1.31% 1923 +1,301 17.73% Q1 2026 May 12, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 8,632 5,614 1.53% 1.73% 1924 +115 1.35% Q1 2026 Apr 09, 2026
Fiduciary Planning LLC History Reduced 8,575 5,576 1.68% 1.95% 1925 -858 -9.1% Q1 2026 Apr 27, 2026
Legacy Financial Strategies, LLC History Reduced 8,563 5,568 1.0% 1.04% 1926 -87 -1.01% Q1 2026 Apr 30, 2026
Sightline Wealth Advisors, LLC History Added to 8,550 5,560 2.35% 2.48% 1927 +15 0.18% Q1 2026 Apr 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,524 5,543 0.34% 0.44% 1928 -259,717 -96.82% Q1 2026 May 12, 2026
Omnia Family Wealth, LLC History Reduced 8,495 5,539 1.75% 1.94% 1929 -1,132 -11.76% Q1 2026 May 07, 2026
Leverty Financial Group, LLC History Reduced 8,482 5,516 1.22% 1.45% 1930 -428 -4.8% Q1 2026 Apr 09, 2026
Baron Wealth Management LLC History Reduced 8,481 5,515 1.65% 1.79% 1931 -55 -0.64% Q1 2026 Apr 16, 2026
Atlas Brown,Inc. History Reduced 8,479 5,514 1.66% 1.8% 1932 -419 -4.71% Q1 2026 Apr 17, 2026
Goldstone Financial Group, LLC History Reduced 8,721 5,509 0.6% 0.68% 1933 -426 -4.66% Q1 2026 Apr 24, 2026
Onyx Bridge Wealth Group LLC History Reduced 8,432 5,483 0.59% 0.63% 1934 -288 -3.3% Q1 2026 Apr 22, 2026
Coordinated Financial Services, Inc. History Reduced 8,431 5,482 3.15% 3.36% 1935 -101 -1.18% Q1 2026 May 01, 2026
Bellwether Advisors, LLC History Added to 8,409 5,468 0.93% 0.91% 1936 +2 0.02% Q1 2026 May 12, 2026
W ADVISORS, LLC History No change 8,369 5,443 2.79% 2.87% 1937 0 0.0% Q1 2026 Apr 29, 2026
Veltria Advisors Corp. History Added to 47,370 5,439 18.05% 31.46% 1938 +36,942 354.26% Q1 2026 May 14, 2026
ForthRight Wealth Management, LLC History Reduced 8,353 5,432 1.54% 1.64% 1939 -26 -0.31% Q1 2026 May 12, 2026
Luminvest Wealth Management LLC History No change 8,138 5,426 1.42% 1.54% 1940 0 0.0% Q1 2026 May 01, 2026
CHAPIN DAVIS, INC. History Reduced 8,340 5,423 1.21% 1.35% 1941 -107 -1.27% Q1 2026 Apr 21, 2026
TrustBank History Added to 8,324 5,413 2.1% 2.32% 1942 +176 2.16% Q1 2026 May 04, 2026
Arrowroot Family Office, LLC History Reduced 8,320 5,410 1.79% 2.13% 1943 -279 -3.24% Q1 2026 May 15, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 8,307 5,402 0.35% 0.38% 1944 -231 -2.71% Q1 2026 Apr 16, 2026
Richmond Investment Services, LLC History Reduced 8,303 5,401 0.87% 1.0% 1945 -221 -2.59% Q1 2026 Apr 29, 2026
GARRISON POINT ADVISORS, LLC History Added to 8,289 5,390 2.46% 2.5% 1946 +12 0.14% Q1 2026 May 12, 2026
BAKER BOYER NATIONAL BANK History No change 8,259 5,371 1.61% 1.7% 1947 0 0.0% Q1 2026 Apr 27, 2026
Journey Advisory Group, LLC History Reduced 8,258 5,368 0.46% 0.5% 1948 -537 -6.11% Q1 2026 May 05, 2026
HAMILTON CAPITAL PARTNERS, LLC History Added to 8,248 5,364 1.67% 0.2% 1949 +7,380 850.23% Q1 2026 Apr 17, 2026
Quartz Partners, LLC History Reduced 8,229 5,351 2.07% 2.27% 1950 -728 -8.13% Q1 2026 May 05, 2026
CMT Capital Markets Trading GmbH History Added to 8,216 5,343 0.06% 0.01% 1951 +7,016 584.67% Q1 2026 May 15, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 8,205 5,336 0.22% 0.22% 1952 -56 -0.68% Q1 2026 Apr 21, 2026
WIMMER ASSOCIATES 1, LLC History Reduced 8,189 5,325 2.6% 2.67% 1953 -238 -2.82% Q1 2026 May 15, 2026
Parker Investment Management, LLC History Reduced 8,187 5,324 0.81% 0.88% 1954 -942 -10.32% Q1 2026 May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 8,187 5,324 1.34% 1.66% 1955 -18 -0.22% Q1 2026 May 08, 2026
Abel Hall, LLC History No change 8,170 5,313 1.13% 1.3% 1956 0 0.0% Q1 2026 Apr 28, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 8,167 5,311 0.92% 0.9% 1957 0 0.0% Q1 2026 Apr 13, 2026
FELL CAPITAL MANAGEMENT /ADV History Reduced 8,165 5,310 5.07% 5.84% 1958 -615 -7.0% Q1 2026 May 04, 2026
Jackson Wealth Management, LLC History Reduced 8,164 5,310 0.55% 0.54% 1959 -2 -0.02% Q1 2026 May 11, 2026
Long Run Wealth Advisors, LLC History No change 7,786 5,309 1.0% 1.0% 1960 0 0.0% Q4 2025 Feb 02, 2026
WPWealth LLP History Reduced 8,147 5,298 0.81% 0.89% 1961 -176 -2.11% Q1 2026 May 11, 2026
MidWestOne Financial Group, Inc. History No change 7,753 5,286 0.59% 0.59% 1962 0 0.0% Q4 2025 Feb 12, 2026
Pines Wealth Management, LLC History Added to 8,127 5,285 1.71% 1.74% 1963 +228 2.89% Q1 2026 Apr 08, 2026
Smith Salley Wealth Management History Reduced 8,125 5,284 0.27% 0.41% 1964 -3,907 -32.47% Q1 2026 Apr 16, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 8,115 5,277 2.1% 2.82% 1965 -3,009 -27.05% Q1 2026 Apr 14, 2026
TruWealth Advisors, LLC History Reduced 8,107 5,272 0.25% 0.27% 1966 -77 -0.94% Q1 2026 Apr 09, 2026
MATTERS CAPITAL LLC History Reduced 8,096 5,265 4.67% 4.52% 1967 -1 -0.01% Q1 2026 May 12, 2026
Cape Investment Advisory, Inc. History Added to 8,069 5,247 1.75% 1.64% 1968 +250 3.2% Q1 2026 May 15, 2026
XML Financial, LLC History Added to 8,061 5,242 0.42% 0.42% 1969 +493 6.51% Q1 2026 Apr 16, 2026
Convergence Financial, LLC History Added to 8,046 5,232 0.55% 0.4% 1970 +4,015 99.6% Q1 2026 May 11, 2026
Facet Wealth, Inc. History Added to 8,043 5,230 0.09% 0.07% 1971 +2,223 38.2% Q1 2026 May 07, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 8,030 5,226 1.74% 3.48% 1972 -5,989 -42.72% Q1 2026 May 12, 2026
Sierra Capital LLC History Reduced 8,018 5,215 0.57% 0.58% 1973 -5 -0.06% Q1 2026 May 15, 2026
Tilson Financial Group, Inc. History Reduced 8,010 5,209 1.56% 1.73% 1974 -224 -2.72% Q1 2026 Apr 29, 2026
Greenspring Advisors, LLC History Reduced 8,003 5,204 0.32% 0.34% 1975 -24 -0.3% Q1 2026 May 04, 2026
Laraway Financial Advisors Inc History Reduced 7,985 5,193 3.65% 3.68% 1976 -287 -3.47% Q1 2026 May 14, 2026
Powell Investment Advisors, LLC History Added to 7,945 5,181 1.79% 0.8% 1977 +4,547 133.81% Q1 2026 Apr 23, 2026
BANTAMAC CAPITAL, LLC History Reduced 7,957 5,174 2.78% 2.75% 1978 -402 -4.81% Q1 2026 May 11, 2026
Winch Advisory Services, LLC History Added to 7,951 5,171 1.18% 1.08% 1979 +807 11.3% Q1 2026 Apr 30, 2026
Clientfirst Wealth Management, LLC History No change 7,950 5,170 4.36% 4.35% 1980 0 0.0% Q1 2026 May 01, 2026
Anchor Investment Management, LLC History Added to 7,949 5,169 0.43% 0.44% 1981 +54 0.68% Q1 2026 May 01, 2026
Cohen Capital Management, Inc. History Added to 7,936 5,161 0.8% 0.81% 1982 +33 0.42% Q1 2026 Apr 14, 2026
Tower View Wealth Management LLC History Added to 7,909 5,143 2.64% 2.66% 1983 +33 0.42% Q1 2026 Apr 20, 2026
MTM Investment Management, LLC History Reduced 7,909 5,143 1.63% 1.72% 1984 -1 -0.01% Q1 2026 May 06, 2026
Signature Equity Partners, LLC History Added to 7,881 5,125 2.75% 2.9% 1985 +182 2.36% Q1 2026 May 13, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 7,878 5,123 0.1% 0.11% 1986 -282 -3.46% Q1 2026 May 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 7,874 5,120 0.72% 0.79% 1987 -200 -2.48% Q1 2026 Apr 20, 2026
Tradition Wealth Management, LLC History Added to 7,867 5,116 0.36% 0.33% 1988 +1,115 16.51% Q1 2026 May 15, 2026
SYNTAX RESEARCH, INC. History Added to 7,859 5,110 3.25% 3.3% 1989 +20 0.26% Q1 2026 Apr 24, 2026
Trust Co History Added to 7,851 5,105 0.48% 0.5% 1990 +45 0.58% Q1 2026 Apr 13, 2026
Stairway Partners, LLC History No change 7,829 5,091 0.26% 0.28% 1991 0 0.0% Q1 2026 Apr 02, 2026
Osbon Capital Management LLC History Added to 7,823 5,087 4.15% 2.97% 1992 +3,174 68.27% Q1 2026 May 15, 2026
Gratus Wealth Advisors, LLC History Reduced 7,821 5,086 0.74% 1.12% 1993 -4,067 -34.21% Q1 2026 May 04, 2026
American Alpha Advisors, LLC History Reduced 7,809 5,078 2.7% 3.23% 1994 -197 -2.46% Q1 2026 May 14, 2026
Volterra Technologies LP History Reduced 7,800 5,072 0.62% 1.85% 1995 -19,000 -70.9% Q1 2026 May 14, 2026
ELCO Management Co., LLC History Added to 7,796 5,070 2.43% 2.74% 1996 +1,421 22.29% Q1 2026 Apr 23, 2026
AtlasMark Financial, Inc History No change 7,430 5,066 3.27% 3.27% 1997 0 0.0% Q1 2026 Apr 22, 2026
MCDONALD PARTNERS LLC History Reduced 7,781 5,060 1.19% 1.79% 1998 -564 -6.76% Q1 2026 May 15, 2026
BHK Investment Advisors, LLC History Added to 7,782 5,060 1.69% 1.74% 1999 +29 0.37% Q1 2026 Apr 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 7,775 5,056 0.05% 0.07% 2000 -2,729 -25.98% Q1 2026 May 14, 2026