iSHARES TRUST - SUB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 10,534,007 1,121,871 0.08% 0.06% 1 +2,207,656 26.51% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,196,615 979,439 1.45% 1.38% 2 +707,341 8.33% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 5,916,664 630,124 0.04% 0.04% 3 +242,803 4.28% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 4,932,802 525,343 0.1% 0.1% 4 -213,833 -4.15% Q1 2026 May 05, 2026
UBS Group AG History Added to 2,914,733 310,419 0.05% 0.02% 5 +1,735,648 147.2% Q1 2026 May 05, 2026
Creative Planning History Added to 2,904,852 309,366 0.21% 0.21% 6 +91,413 3.25% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Added to 2,860,129 304,605 0.28% 0.29% 7 +62,303 2.23% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,542,535 164,279 0.1% 0.09% 8 +154,190 11.11% Q1 2026 May 07, 2026
CITIGROUP INC History Added to 1,453,960 154,846 0.07% 0.07% 9 +61,202 4.39% Q1 2026 May 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,296,728 138,101 0.24% 0.25% 10 +44,293 3.54% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 1,281,043 136,431 0.03% 0.03% 11 +10,964 0.86% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 1,048,462 111,712 0.03% 0.02% 12 +22,358 2.18% Q1 2026 May 15, 2026
ALLSTATE CORP History Reduced 1,047,584 111,567 1.19% 2.26% 13 -500,160 -32.32% Q1 2026 May 11, 2026
LPL Financial LLC History Added to 1,037,196 110,461 0.03% 0.03% 14 +3,734 0.36% Q1 2026 May 06, 2026
Mariner, LLC History Added to 883,807 94,125 0.11% 0.11% 15 +9,896 1.13% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 861,391 91,738 0.02% 0.02% 16 +166,906 24.03% Q1 2026 May 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 817,913 87,107 0.33% — 17 +817,913 New Q1 2026 May 12, 2026
Robinhood Asset Management, LLC History Reduced 755,267 80,435 5.83% 6.53% 18 -12,368 -1.61% Q1 2026 Apr 13, 2026
Salomon & Ludwin, LLC History Added to 711,088 76,307 6.81% 6.26% 19 +47,826 7.21% Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 679,490 72,365 0.27% 0.24% 20 +4,675 0.69% Q1 2026 Apr 30, 2026
RAYMOND JAMES FINANCIAL INC History Added to 634,187 67,540 0.02% 0.02% 21 +112,522 21.57% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 632,784 67,391 0.03% 0.02% 22 -29,843 -4.5% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 603,574 64,256 0.0% 0.0% 23 -37,085 -5.79% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 593,545 63,970 0.07% 0.07% 24 +45,926 8.39% Q1 2026 May 14, 2026
Allworth Financial LP History Reduced 596,499 63,527 0.26% 0.26% 25 -4,236 -0.71% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 587,359 62,554 0.01% 0.01% 26 +46,381 8.57% Q1 2026 May 15, 2026
Heritage Investment Group, Inc. History Added to 541,010 57,617 8.72% 8.51% 27 +16,792 3.2% Q1 2026 May 01, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 540,109 57,521 0.08% 0.09% 28 -74,482 -12.12% Q1 2026 Apr 27, 2026
Cerity Partners LLC History Added to 518,240 55,192 0.08% 0.07% 29 +41,150 8.63% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 476,766 50,775 0.06% 0.07% 30 -53,640 -10.11% Q1 2026 May 14, 2026
Truepoint, Inc. History Added to 448,765 47,793 1.07% 1.02% 31 +23,082 5.42% Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Added to 443,715 47,255 0.01% 0.01% 32 +89,635 25.31% Q1 2026 May 11, 2026
Crestwood Advisors Group, LLC History Reduced 434,108 46,232 0.78% 0.9% 33 -73,894 -14.55% Q1 2026 May 05, 2026
HighTower Advisors, LLC History Reduced 421,239 44,863 0.05% 0.06% 34 -75,672 -15.23% Q1 2026 May 05, 2026
Apella Capital, LLC History Added to 418,476 44,655 0.66% 0.87% 35 +7,417 1.8% Q1 2026 Apr 20, 2026
WIT, LLC History No change 418,588 44,579 0.84% 0.9% 36 0 0.0% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 404,443 43,073 0.0% 0.01% 37 -21,887 -5.13% Q1 2026 May 15, 2026
TIAA Wealth Investment Management LLC History New 387,522 41,270 0.32% — 38 +387,522 New Q1 2026 May 12, 2026
Beacon Pointe Advisors, LLC History Added to 385,215 41,025 0.22% 0.26% 39 +40,376 11.71% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 372,808 39,704 0.01% 0.0% 40 +259,044 227.7% Q1 2026 May 13, 2026
Orion Porfolio Solutions, LLC History Added to 366,914 39,076 0.33% 0.27% 41 +17,269 4.94% Q1 2026 May 13, 2026
DGS Capital Management, LLC History Reduced 330,165 35,162 5.77% 6.15% 42 -7,053 -2.09% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 327,556 34,884 0.04% 0.03% 43 +67,261 25.84% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 308,233 32,826 0.06% 0.06% 44 +15,284 5.22% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 298,813 31,823 0.03% 0.03% 45 -16,829 -5.33% Q1 2026 May 12, 2026
RMR Wealth Builders History Added to 294,637 31,378 2.47% 2.46% 46 +6,599 2.29% Q1 2026 Apr 22, 2026
Willis Johnson & Associates, Inc. History Reduced 283,043 30,144 1.76% 1.89% 47 -4,768 -1.66% Q1 2026 Apr 23, 2026
Gross & Hartman Investments LLC History Added to 276,655 29,463 15.32% 16.77% 48 +857 0.31% Q1 2026 May 15, 2026
Modera Wealth Management, LLC History Added to 275,400 29,330 0.35% 0.31% 49 +22,778 9.02% Q1 2026 May 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 271,256 28,888 0.5% 0.51% 50 +9,826 3.76% Q1 2026 Apr 20, 2026
Glenview Trust Co History Added to 263,159 28,026 0.44% 0.22% 51 +132,497 101.4% Q1 2026 May 08, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 262,352 27,940 0.47% 0.5% 52 -19,234 -6.83% Q1 2026 Apr 21, 2026
Bear Mountain Capital, Inc. History New 258,958 27,641 8.31% — 53 +258,958 New Q1 2026 May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 259,354 27,621 0.38% 0.38% 54 -3,147 -1.2% Q1 2026 May 01, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 259,110 27,595 1.87% 1.94% 55 -2,443 -0.93% Q1 2026 Apr 29, 2026
EP Wealth Advisors, LLC History Added to 251,628 26,798 0.13% 0.14% 56 +6,281 2.56% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 249,190 26,580 0.04% — 57 +249,190 New Q1 2026 May 12, 2026
Merit Financial Group, LLC History Added to 241,506 25,720 0.19% 0.14% 58 +83,028 52.39% Q1 2026 Apr 15, 2026
Freestone Capital Holdings, LLC History Added to 233,904 24,910 0.76% 0.63% 59 +33,344 16.63% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 231,380 24,641 0.05% 0.0% 60 +228,780 8799.23% Q1 2026 May 01, 2026
Safe Harbor Family Capital, LLC History Added to 231,281 24,631 19.27% 21.64% 61 +475 0.21% Q1 2026 May 12, 2026
LVW Advisors, LLC History Added to 230,341 24,531 2.34% 2.35% 62 +12,689 5.83% Q1 2026 Apr 20, 2026
CIBC Private Wealth Group LLC History No change 225,669 24,078 0.04% 0.04% 63 0 0.0% Q4 2025 Feb 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 222,273 23,672 0.89% 0.63% 64 +63,079 39.62% Q1 2026 May 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 213,298 22,699 0.01% 0.01% 65 +77,097 56.61% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 210,257 22,394 0.03% 0.04% 66 -52,033 -19.84% Q1 2026 May 15, 2026
MATHER GROUP, LLC. History Added to 197,700 21,055 0.21% 0.21% 67 +3,774 1.95% Q1 2026 Apr 13, 2026
Legacy Edge Advisors, LLC History Added to 195,954 20,869 2.19% 2.2% 68 +7,309 3.87% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 197,812 20,638 0.04% 0.04% 69 -66,842 -25.26% Q1 2026 Apr 08, 2026
Carnegie Investment Counsel History Reduced 190,620 20,301 0.4% 0.39% 70 -5,272 -2.69% Q1 2026 May 01, 2026
Ascent Group, LLC History Added to 187,832 20,004 0.69% 0.64% 71 +11,487 6.51% Q1 2026 May 15, 2026
Members Trust Co History Added to 187,268 19,944 0.66% 0.63% 72 +7,479 4.16% Q1 2026 May 04, 2026
Betterment LLC History Reduced 186,835 19,898 0.04% 0.04% 73 -12,587 -6.31% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 179,558 19,122 0.89% 0.83% 74 +24,968 16.15% Q1 2026 Apr 06, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 175,251 18,672 2.6% 2.68% 75 +970 0.56% Q1 2026 Apr 13, 2026
BAILARD, INC. History Reduced 174,632 18,598 0.43% 0.47% 76 -24,896 -12.48% Q1 2026 May 11, 2026
Alesco Advisors, LLC, An ESL Co History Reduced 173,848 18,514 0.47% 0.48% 77 -1,157 -0.66% Q1 2026 May 13, 2026
One Capital Management, LLC History Added to 171,415 18,255 0.5% 0.54% 78 +3,333 1.98% Q1 2026 May 12, 2026
Ellevest, Inc. History Added to 164,434 17,512 2.44% 2.35% 79 +5,224 3.28% Q1 2026 May 11, 2026
COMERICA BANK History No change 156,602 16,709 0.07% 0.07% 80 0 0.0% Q4 2025 Jan 29, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 155,398 16,549 4.25% 4.21% 81 +5,364 3.58% Q1 2026 Apr 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 149,522 15,924 0.33% 0.3% 82 +17,310 13.09% Q1 2026 Apr 27, 2026
Dakota Wealth Management History Added to 147,820 15,742 0.34% 0.27% 83 +3,187 2.2% Q1 2026 May 07, 2026
Prime Capital Investment Advisors, LLC History Added to 147,013 15,656 0.18% 0.19% 84 +336 0.23% Q1 2026 May 08, 2026
BANK OF HAWAII History Reduced 146,336 15,584 0.82% 0.8% 85 -5,104 -3.37% Q1 2026 May 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 145,350 15,479 1.3% 1.23% 86 +8,518 6.23% Q1 2026 Apr 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 145,078 15,451 0.2% 0.14% 87 +43,599 42.96% Q1 2026 May 15, 2026
Slow Capital, Inc. History Added to 141,308 15,049 1.95% 1.79% 88 +989 0.7% Q1 2026 Apr 24, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 133,231 14,183 0.44% 0.39% 89 +8,570 6.87% Q1 2026 May 11, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 130,304 13,877 1.01% 1.04% 90 0 0.0% Q1 2026 May 15, 2026
Brookstone Capital Management History Added to 124,842 13,295 0.15% 0.14% 91 +13,781 12.41% Q1 2026 Apr 16, 2026
Oak Harvest Investment Services History Added to 124,062 13,212 1.38% 1.41% 92 +3,245 2.69% Q1 2026 Apr 22, 2026
Abundance Wealth Counselors History Added to 123,854 13,190 1.89% 2.12% 93 +6,389 5.44% Q1 2026 Apr 22, 2026
Sequoia Financial Advisors, LLC History Added to 123,473 13,149 0.07% 0.07% 94 +1,234 1.01% Q1 2026 Apr 30, 2026
Janney Montgomery Scott LLC History Added to 122,001 12,993 0.03% 0.03% 95 +11,319 10.23% Q1 2026 Apr 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 120,870 12,872 0.19% 0.18% 96 +1,978 1.66% Q1 2026 May 05, 2026
Smithfield Trust Co History Added to 119,192 12,697 0.55% 0.46% 97 +21,362 21.84% Q1 2026 May 08, 2026
MBL Wealth, LLC History Added to 118,521 12,622 0.96% 0.78% 98 +26,853 29.29% Q1 2026 Apr 28, 2026
Wealthcare Advisory Partners LLC History Added to 116,104 12,365 0.24% 0.2% 99 +20,455 21.39% Q1 2026 Apr 14, 2026
Grove Bank & Trust History Added to 115,406 12,290 1.39% 1.36% 100 +1,706 1.5% Q1 2026 Apr 08, 2026
Quantinno Capital Management LP History Reduced 114,752 12,221 0.02% 0.02% 101 -887 -0.77% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 111,949 11,922 0.04% 0.04% 102 -6,083 -5.15% Q1 2026 May 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 111,836 11,910 0.03% 0.03% 103 -17,154 -13.3% Q1 2026 May 04, 2026
PDS Planning, Inc History Added to 111,837 11,910 0.79% 0.71% 104 +12,179 12.22% Q1 2026 Apr 21, 2026
Mesirow Financial Investment Management, Inc. History Added to 111,488 11,873 0.19% 0.24% 105 +594 0.54% Q1 2026 Apr 21, 2026
TD Capital Management LLC History Added to 111,051 11,826 1.06% 1.05% 106 +634 0.57% Q1 2026 May 11, 2026
Quent Capital, LLC History Added to 105,106 11,193 0.79% 0.73% 107 +10,824 11.48% Q1 2026 Apr 28, 2026
MidFirst Bank History Added to 103,379 11,009 0.91% 0.62% 108 +30,395 41.65% Q1 2026 May 15, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 103,354 11,007 1.24% 1.18% 109 +2,445 2.42% Q1 2026 Apr 16, 2026
Kestra Advisory Services, LLC History Added to 103,173 10,987 0.04% 0.03% 110 +30,419 41.81% Q1 2026 Apr 30, 2026
Partners in Financial Planning History Added to 102,201 10,884 1.81% 1.81% 111 +1,961 1.96% Q1 2026 May 11, 2026
Altiora Financial Group, LLC History Added to 102,197 10,883 1.79% 1.8% 112 +4,330 4.42% Q1 2026 May 08, 2026
PARK AVENUE SECURITIES LLC History Added to 102,078 10,871 0.08% 0.08% 113 +17,071 20.08% Q1 2026 Apr 07, 2026
Aaron Wealth Advisors LLC History Added to 101,053 10,762 0.61% 0.57% 114 +3,757 3.86% Q1 2026 Apr 21, 2026
Waterway Wealth Management, LLC History Added to 100,733 10,728 2.37% 2.37% 115 +2,761 2.82% Q1 2026 Apr 21, 2026
Sanctuary Advisors, LLC History Added to 100,659 10,720 0.06% 0.06% 116 +4,997 5.22% Q1 2026 May 05, 2026
Corient Private Wealth LLC History Added to 99,129 10,558 0.02% 0.01% 117 +8,716 9.64% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 98,130 10,450 0.05% 0.05% 118 +4,991 5.36% Q1 2026 Apr 24, 2026
CHOREO, LLC History Added to 96,695 10,298 0.13% 0.03% 119 +73,094 309.71% Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History New 96,390 10,265 0.0% — 120 +96,390 New Q1 2026 May 12, 2026
BIP Wealth, LLC History Reduced 95,672 10,189 0.41% 0.67% 121 -82,337 -46.25% Q1 2026 Apr 27, 2026
Baird Financial Group, Inc. History Added to 93,674 9,976 0.02% 0.01% 122 +9,748 11.61% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 91,727 9,787 0.33% 0.33% 123 0 0.0% Q4 2025 Feb 17, 2026
Investment Research Partners LLC History Added to 90,494 9,637 3.92% 3.73% 124 +8,948 10.97% Q1 2026 Apr 29, 2026
Integrated Wealth Concepts LLC History Added to 88,260 9,399 0.07% 0.04% 125 +55,301 167.79% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 86,348 9,196 0.02% 0.02% 126 +4,396 5.36% Q1 2026 Apr 30, 2026
JFS WEALTH ADVISORS, LLC History Added to 85,703 9,127 0.51% 0.51% 127 +1,148 1.36% Q1 2026 Apr 20, 2026
Savvy Advisors, Inc. History Added to 81,632 8,693 0.23% 0.26% 128 +7,482 10.09% Q1 2026 May 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 81,440 8,673 0.1% 0.09% 129 +16,733 25.86% Q1 2026 May 15, 2026
World Investment Advisors History Added to 78,064 8,313 0.13% 0.12% 130 +11,467 17.22% Q1 2026 Apr 27, 2026
NICOLET ADVISORY SERVICES, LLC History No change 77,478 8,283 0.56% 0.56% 131 0 0.0% Q4 2025 Feb 13, 2026
CONDOR CAPITAL MANAGEMENT History Added to 77,564 8,260 0.69% 0.65% 132 +1,830 2.42% Q1 2026 May 11, 2026
NICOLET BANKSHARES INC History New 77,533 8,247 0.3% — 133 +77,533 New Q1 2026 May 14, 2026
Elmwood Wealth Management, Inc. History Added to 75,696 8,061 2.23% 2.12% 134 +12,738 20.23% Q1 2026 Apr 09, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 74,439 7,927 0.48% 0.33% 135 -1,212,908 -94.22% Q1 2026 May 12, 2026
Joel Isaacson & Co., LLC History Added to 73,035 7,778 0.26% 0.2% 136 +16,741 29.74% Q1 2026 Apr 22, 2026
Zhang Financial LLC History Reduced 72,582 7,730 0.27% 0.3% 137 -1,649 -2.22% Q1 2026 May 06, 2026
Brio Consultants, LLC History Added to 72,366 7,691 0.94% 0.97% 138 +2,473 3.54% Q1 2026 May 06, 2026
Bragg Financial Advisors, Inc History Added to 71,736 7,639 0.24% 0.23% 139 +4,409 6.55% Q1 2026 May 15, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 70,943 7,555 1.05% 0.83% 140 +16,094 29.34% Q1 2026 May 13, 2026
Clearwater Capital Advisors, LLC History Reduced 70,430 7,500 0.61% 0.65% 141 -2,284 -3.14% Q1 2026 May 13, 2026
Alaethes Wealth, LLC History Reduced 69,878 7,442 2.12% 2.59% 142 -16,500 -19.1% Q1 2026 May 12, 2026
Chesley Taft & Associates LLC History Added to 69,747 7,428 0.31% 0.29% 143 +690 1.0% Q1 2026 Apr 13, 2026
Meridian Wealth Partners, LLC History Reduced 69,709 7,424 1.02% 1.04% 144 -765 -1.09% Q1 2026 May 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 67,377 7,175 3.67% 3.61% 145 0 0.0% Q1 2026 Apr 22, 2026
Northeast Financial Group, Inc. History Reduced 66,914 7,127 1.76% 2.04% 146 -17,642 -20.86% Q1 2026 May 15, 2026
Ackerman Capital Advisors, LLC History Added to 66,619 7,094 1.45% 1.33% 147 +4,535 7.3% Q1 2026 May 05, 2026
DEUTSCHE BANK AG\ History Reduced 66,510 7,083 0.0% 0.0% 148 -6,811 -9.29% Q1 2026 May 06, 2026
Summit Financial, LLC History Added to 65,274 6,951 0.09% 0.02% 149 +50,003 327.44% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 64,546 6,874 0.08% 0.07% 150 +9,212 16.65% Q1 2026 Apr 20, 2026
Single Point Partners, LLC History Added to 63,178 6,728 1.34% 1.3% 151 +1,759 2.86% Q1 2026 Apr 15, 2026
Opus Capital Group, LLC History Reduced 62,230 6,628 0.71% 0.73% 152 -575 -0.92% Q1 2026 Apr 30, 2026
Savant Capital, LLC History Reduced 61,718 6,572 0.03% 0.04% 153 -10 -0.02% Q1 2026 May 04, 2026
REGIONS FINANCIAL CORP History Added to 60,392 6,431 0.04% 0.04% 154 +3,465 6.09% Q1 2026 May 05, 2026
Larson Financial Group LLC History Reduced 59,865 6,375 0.2% 0.23% 155 -4,996 -7.7% Q1 2026 May 15, 2026
FourThought Financial Partners, LLC History New 57,541 6,128 0.53% — 156 +57,541 New Q1 2026 May 07, 2026
NATIXIS ADVISORS, LLC History Added to 57,467 6,120 0.01% 0.01% 157 +15,030 35.42% Q1 2026 May 13, 2026
Lutz Financial Services LLC History Reduced 57,341 6,106 0.41% 0.42% 158 -438 -0.76% Q1 2026 May 04, 2026
Waverly Advisors, LLC History Added to 55,582 5,919 0.04% 0.04% 159 +3,896 7.54% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History New 55,496 5,910 0.14% — 160 +55,496 New Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 55,467 5,907 0.07% 0.08% 161 -11,419 -17.07% Q1 2026 Apr 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 55,511 5,899 0.04% 0.04% 162 -1,620 -2.84% Q1 2026 May 15, 2026
Morton Brown Family Wealth, LLC History Added to 55,101 5,868 1.55% 1.56% 163 +1,297 2.41% Q1 2026 Apr 20, 2026
Composition Wealth, LLC History Reduced 54,617 5,816 0.08% 0.3% 164 -142,695 -72.32% Q1 2026 Apr 08, 2026
Life Planning Partners, Inc History Reduced 54,582 5,812 4.44% 4.46% 165 -42 -0.08% Q1 2026 Apr 28, 2026
Rockwood Wealth Management, LLC History Added to 54,036 5,754 0.41% 0.39% 166 +4,574 9.25% Q1 2026 Apr 29, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 53,560 5,704 0.64% 0.62% 167 +1,546 2.97% Q1 2026 May 05, 2026
TRUIST FINANCIAL CORP History Reduced 53,249 5,670 0.01% 0.01% 168 -11,970 -18.35% Q1 2026 Apr 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 52,953 5,639 0.08% 0.12% 169 -21,862 -29.22% Q1 2026 Apr 09, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 52,874 5,631 0.99% 0.98% 170 +2,500 4.96% Q1 2026 Apr 17, 2026
DURANTE & WATERS, LLC History Added to 52,780 5,621 4.07% 3.77% 171 +2,182 4.31% Q1 2026 May 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 52,599 5,601 0.1% 0.1% 172 -158 -0.3% Q1 2026 May 04, 2026
Integrated Advisors Network LLC History Reduced 52,262 5,565 0.29% 0.42% 173 -35,681 -40.57% Q1 2026 Apr 28, 2026
ANDERSON HOAGLAND & CO History Added to 52,127 5,551 0.48% 0.47% 174 +572 1.11% Q1 2026 Apr 07, 2026
Apex Wealth Management, LLC History Added to 50,103 5,335 3.66% 0.46% 175 +45,876 1085.31% Q1 2026 Apr 15, 2026
Pine Harbor Wealth Management, LLC History Added to 49,963 5,321 1.59% 1.63% 176 +124 0.25% Q1 2026 Apr 28, 2026
GREENLEAF TRUST History Reduced 49,788 5,302 0.05% 0.05% 177 -453 -0.9% Q1 2026 Apr 27, 2026
CWM, LLC History Reduced 49,746 5,297 0.01% 0.02% 178 -3,778 -7.06% Q1 2026 May 14, 2026
GWN SECURITIES INC. History Reduced 49,558 5,277 1.01% 1.33% 179 -11,825 -19.26% Q1 2026 May 14, 2026
McNamara Financial Services, Inc. History Added to 49,477 5,269 1.0% 0.98% 180 +943 1.94% Q1 2026 Apr 09, 2026
Syntegra Private Wealth Group, LLC History Added to 49,465 5,268 0.5% 0.43% 181 +5,235 11.84% Q1 2026 Apr 27, 2026
Yeomans Consulting Group, Inc. History No change 49,074 5,236 1.53% 1.53% 182 0 0.0% Q4 2025 Jan 07, 2026
Cascade Financial Partners, LLC History Added to 49,032 5,221 0.54% 0.43% 183 +9,679 24.6% Q1 2026 May 12, 2026
Private Wealth Management Group, LLC History Added to 48,573 5,173 1.36% 1.35% 184 +1,188 2.51% Q1 2026 Apr 23, 2026
Wealthspire Advisors, LLC History Reduced 48,114 5,124 0.04% 0.04% 185 -116 -0.24% Q1 2026 May 01, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 48,092 5,121 1.09% 1.21% 186 -4,465 -8.5% Q1 2026 Apr 10, 2026
Prospera Financial Services Inc History Added to 48,002 5,112 0.08% 0.08% 187 +867 1.84% Q1 2026 Apr 14, 2026
AMG National Trust Bank History Added to 47,773 5,087 0.11% 0.1% 188 +8,945 23.04% Q1 2026 May 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 47,621 5,071 0.0% 0.0% 189 +490 1.04% Q1 2026 May 08, 2026
XML Financial, LLC History Added to 47,607 5,070 0.41% 0.4% 190 +2,129 4.68% Q1 2026 Apr 16, 2026
Perigon Wealth Management, LLC History Added to 46,946 4,999 0.09% 0.09% 191 +1,264 2.77% Q1 2026 Apr 10, 2026
Symmetry Partners, LLC History Added to 46,797 4,983 0.28% 0.27% 192 +3,287 7.55% Q1 2026 Apr 27, 2026
Avantax Planning Partners, Inc. History Reduced 46,116 4,911 0.13% 0.16% 193 -6,104 -11.69% Q1 2026 May 04, 2026
Valmark Advisers, Inc. History Added to 45,908 4,889 0.06% 0.06% 194 +3,184 7.45% Q1 2026 May 01, 2026
INVESTED ADVISORS History Added to 45,489 4,844 4.89% 4.77% 195 +2,296 5.32% Q1 2026 Apr 29, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Reduced 45,459 4,841 3.87% 4.06% 196 -461 -1.0% Q1 2026 May 04, 2026
ASSETMARK, INC History Reduced 45,078 4,800 0.01% 0.01% 197 -4,872 -9.75% Q1 2026 May 06, 2026
Avail Investment Partners, LLC History New 45,005 4,793 5.12% — 198 +45,005 New Q1 2026 May 13, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 44,714 4,762 0.69% 0.64% 199 +2,017 4.72% Q1 2026 Apr 08, 2026
FIRST AMERICAN TRUST, FSB History Reduced 43,282 4,609 0.31% 0.34% 200 -2,712 -5.9% Q1 2026 May 12, 2026
Diversified Portfolios, Inc. History Reduced 43,164 4,596 0.38% 0.42% 201 -3,765 -8.02% Q1 2026 May 06, 2026
IF Advisors, LLC History Added to 42,500 4,526 3.2% 3.24% 202 +5,122 13.7% Q1 2026 May 13, 2026
Fisher Asset Management, LLC History Reduced 41,935 4,466 0.0% 0.0% 203 -2,622 -5.88% Q1 2026 May 05, 2026
Greenspring Advisors, LLC History Added to 41,625 4,433 0.27% 0.27% 204 +759 1.86% Q1 2026 May 04, 2026
Baron Financial Group, LLC History Reduced 40,930 4,359 2.35% 2.34% 205 -15 -0.04% Q1 2026 Apr 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 40,597 4,323 0.02% 0.02% 206 -2,294 -5.35% Q1 2026 May 08, 2026
Curbstone Financial Management Corp History Added to 40,460 4,308 0.82% 0.82% 207 +200 0.5% Q1 2026 Apr 15, 2026
UMB Bank, n.a. History Reduced 40,419 4,304 0.06% 0.06% 208 -2,844 -6.57% Q1 2026 May 11, 2026
Mayflower Financial Advisors, LLC History Added to 40,338 4,296 0.52% 0.51% 209 +625 1.57% Q1 2026 Apr 23, 2026
O'Domhnaill Enterprises, Inc. History Added to 40,132 4,274 3.44% 0.76% 210 +32,500 425.84% Q1 2026 Apr 28, 2026
Farther Finance Advisors, LLC History Reduced 40,141 4,270 0.04% 0.05% 211 -3,017 -6.99% Q1 2026 Apr 07, 2026
LJI Wealth Management, LLC History Added to 40,015 4,261 0.68% 0.49% 213 +9,763 32.27% Q1 2026 May 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 40,017 4,261 0.08% 0.07% 212 +5,818 17.01% Q1 2026 May 11, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 39,850 4,244 0.23% 0.22% 214 0 0.0% Q1 2026 May 15, 2026
Mullooly Asset Management, Inc. History Added to 38,807 4,132 1.52% 1.51% 215 +171 0.44% Q1 2026 May 07, 2026
Focus Partners Advisor Solutions, LLC History Added to 38,518 4,102 0.04% 0.0% 216 +35,965 1408.73% Q1 2026 May 13, 2026
Sanchez Levi Garrett History New 38,236 4,072 2.55% — 217 +38,236 New Q1 2026 May 15, 2026
Manhattan West Asset Management, LLC History No change 37,872 4,033 0.79% 0.83% 218 0 0.0% Q1 2026 May 14, 2026
CAMBIENT FAMILY OFFICE, LLC History Added to 37,858 4,031 0.56% 0.45% 219 +8,018 26.87% Q1 2026 Apr 21, 2026
K2 Financial Inc. History Added to 37,717 4,023 2.93% 3.02% 220 +1,192 3.26% Q1 2026 Apr 28, 2026
Prosperity Planning, Inc. History Reduced 37,275 3,969 1.01% 1.05% 221 -264 -0.7% Q1 2026 Apr 10, 2026
BCO Wealth Management LLC History Added to 37,166 3,958 2.38% 2.19% 222 +3,706 11.08% Q1 2026 Apr 16, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 36,771 3,916 0.34% 0.34% 223 -802 -2.13% Q1 2026 May 06, 2026
BLAIR WILLIAM & CO/IL History Added to 36,770 3,915 0.01% 0.01% 224 +2,524 7.37% Q1 2026 May 08, 2026
BWM Planning, LLC History Added to 36,356 3,871 1.02% 0.74% 225 +10,550 40.88% Q1 2026 Apr 21, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 35,894 3,822 0.88% 0.93% 226 -580 -1.59% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Added to 35,821 3,814 0.03% 0.04% 227 +2,902 8.82% Q1 2026 May 06, 2026
Patten Group, Inc. History Reduced 35,699 3,801 0.66% 0.75% 228 -2,554 -6.68% Q1 2026 Apr 24, 2026
Tower Research Capital LLC (TRC) History Added to 35,611 3,792 0.1% 0.0% 229 +33,826 1895.01% Q1 2026 May 15, 2026
Alhambra Investment Management LLC History Added to 35,421 3,772 1.74% 1.73% 230 +630 1.81% Q1 2026 Apr 15, 2026
Root Financial Partners, LLC History Added to 35,327 3,762 0.17% 0.16% 231 +5,584 18.77% Q1 2026 Apr 24, 2026
1015 Capital Partners, LLC History Added to 34,898 3,716 3.61% 3.64% 232 +190 0.55% Q1 2026 May 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 34,823 3,708 0.27% 0.29% 233 -7,899 -18.49% Q1 2026 Apr 16, 2026
Wealth Architects, LLC History Added to 34,499 3,674 0.33% 0.32% 234 +748 2.22% Q1 2026 May 15, 2026
Charles Schwab Trust Co History Added to 34,315 3,654 0.24% 0.24% 235 +557 1.65% Q1 2026 Apr 10, 2026
Dynamic Advisor Solutions LLC History Added to 34,116 3,633 0.11% 0.11% 236 +1,799 5.57% Q1 2026 Apr 08, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 33,720 3,591 0.26% 0.24% 237 +3,570 11.84% Q1 2026 Apr 20, 2026
NORTH DALLAS BANK & TRUST CO History Reduced 33,611 3,579 2.42% 2.42% 238 -1,150 -3.31% Q1 2026 May 14, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Reduced 33,439 3,561 2.69% 2.8% 239 -1,035 -3.0% Q1 2026 May 15, 2026
Financial Plan, Inc. History Added to 33,089 3,523 0.38% 0.4% 240 +375 1.15% Q1 2026 Apr 24, 2026
Avidian Wealth Enterprises, LLC History Added to 32,964 3,510 0.11% 0.13% 241 +132 0.4% Q1 2026 May 07, 2026
Equita Financial Network, Inc. History Added to 32,447 3,455 1.09% 0.99% 242 +1,677 5.45% Q1 2026 Apr 23, 2026
Aspen Wealth Management LLC History Added to 32,279 3,437 0.69% 0.47% 243 +11,436 54.87% Q1 2026 Apr 01, 2026
Sigma Planning Corp History Added to 32,138 3,422 0.1% 0.09% 244 +186 0.58% Q1 2026 May 04, 2026
North Star Investment Management Corp. History Added to 32,088 3,417 0.21% 0.16% 245 +7,458 30.28% Q1 2026 Apr 23, 2026
CARDIFF PARK ADVISORS, LLC History Added to 31,916 3,399 0.27% 0.25% 246 +3,526 12.42% Q1 2026 May 15, 2026
Ironwood Wealth Management, LLC. History Added to 31,612 3,366 0.97% 0.84% 247 +4,733 17.61% Q1 2026 Apr 23, 2026
Factor Wealth Management LTD History Reduced 31,451 3,349 0.63% 0.95% 248 -9,873 -23.89% Q1 2026 Apr 20, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 30,465 3,250 0.22% 0.22% 249 0 0.0% Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Added to 30,049 3,200 0.14% 0.03% 250 +24,856 478.64% Q1 2026 May 12, 2026
ROGCO, LP History Added to 29,969 3,191 1.07% 0.93% 251 +3,542 13.4% Q1 2026 May 04, 2026
SIMON QUICK ADVISORS, LLC History Added to 29,935 3,188 0.15% 0.09% 252 +11,034 58.38% Q1 2026 May 06, 2026
Fonville Wealth Management LLC History No change 29,878 3,181 0.61% 0.65% 253 0 0.0% Q1 2026 Apr 20, 2026
AlphaCore Capital LLC History Added to 29,537 3,145 0.07% 0.04% 255 +11,852 67.02% Q1 2026 May 15, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 29,533 3,145 0.35% 0.37% 254 -2,381 -7.46% Q1 2026 Apr 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 29,494 3,141 0.04% 0.06% 256 -12,580 -29.9% Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Reduced 29,178 3,107 0.0% 0.0% 257 -42,112 -59.07% Q1 2026 May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 28,894 3,077 0.1% 0.1% 258 -949 -3.18% Q1 2026 Apr 27, 2026
Choate Investment Advisors History No change 28,825 3,069 0.06% 0.06% 259 0 0.0% Q1 2026 May 13, 2026
RFG Advisory, LLC History Added to 28,542 3,039 0.06% 0.05% 260 +1,887 7.08% Q1 2026 Apr 17, 2026
Compound Planning, Inc. History Reduced 28,458 3,030 0.09% 0.09% 261 -1,014 -3.44% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 28,378 3,022 0.04% 0.04% 262 +4,798 20.35% Q1 2026 May 15, 2026
Hudson Oak Wealth Advisory LLC History Added to 28,368 3,021 2.62% 2.66% 263 +157 0.56% Q1 2026 Apr 21, 2026
Lido Advisors, LLC History Reduced 28,039 2,986 0.01% 0.01% 264 -1,776 -5.96% Q1 2026 May 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 27,927 2,974 0.74% 0.73% 265 0 0.0% Q1 2026 Apr 17, 2026
AE Wealth Management LLC History Added to 27,576 2,936 0.02% 0.01% 266 +13,586 97.11% Q1 2026 May 13, 2026
Brewster Financial Planning LLC History Added to 27,438 2,922 1.77% 1.63% 267 +2,607 10.5% Q1 2026 May 04, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 27,408 2,918 0.77% 0.8% 268 -1,116 -3.91% Q1 2026 Apr 27, 2026
Johnson Bixby & Associates, LLC History Added to 27,157 2,892 0.36% 0.35% 269 +554 2.08% Q1 2026 Apr 16, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 27,043 2,880 0.29% 0.23% 270 +5,549 25.82% Q1 2026 Apr 15, 2026
Highview Capital Management LLC/DE/ History Reduced 26,916 2,866 1.04% 1.04% 271 -698 -2.53% Q1 2026 May 08, 2026
Triad Wealth Partners, LLC History Added to 26,559 2,828 0.22% 0.22% 272 +4,729 21.66% Q1 2026 Apr 16, 2026
FIDUCIARY TRUST CO History Added to 26,301 2,801 0.03% 0.03% 273 +761 2.98% Q1 2026 May 15, 2026
MAI Capital Management History Reduced 26,010 2,770 0.02% 0.02% 274 -1,662 -6.01% Q1 2026 May 15, 2026
Stone Summit Wealth LLC History Added to 25,865 2,754 0.77% 0.73% 275 +544 2.15% Q1 2026 Apr 22, 2026
Atria Investments, Inc History Reduced 25,841 2,752 0.03% 0.03% 276 -1,210 -4.47% Q1 2026 May 05, 2026
Hirtle & Co., LLC History Added to 25,410 2,706 0.09% 0.07% 277 +4,863 23.67% Q1 2026 May 13, 2026
Confluence Wealth Services, Inc. History Added to 24,825 2,643 0.1% 0.11% 278 +583 2.4% Q1 2026 May 07, 2026
Ally Invest Advisors Inc. History Added to 24,466 2,605 0.18% 0.17% 279 +1,219 5.24% Q1 2026 May 12, 2026
PENNEY FINANCIAL, LLC History Reduced 24,446 2,603 1.0% 1.01% 280 -160 -0.65% Q1 2026 Apr 22, 2026
Rehmann Capital Advisory Group History Reduced 24,335 2,591 0.13% 0.14% 281 -43 -0.18% Q1 2026 May 15, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 23,989 2,554 1.63% 1.05% 282 +9,447 64.96% Q1 2026 Apr 27, 2026
BlackRock, Inc. History Reduced 23,811 2,535 0.0% 0.0% 283 -3,692 -13.42% Q1 2026 May 13, 2026
OneDigital Investment Advisors LLC History Added to 23,781 2,532 0.02% 0.02% 284 +968 4.24% Q1 2026 May 08, 2026
Bonfire Financial History Added to 23,728 2,527 1.9% 1.83% 285 +718 3.12% Q1 2026 May 06, 2026
NewEdge Wealth, LLC History Reduced 23,645 2,518 0.03% 0.03% 286 -2,179 -8.44% Q1 2026 May 13, 2026
Destination Wealth Management History Added to 23,425 2,494 0.06% 0.06% 287 +512 2.23% Q1 2026 May 15, 2026
FMR LLC History Added to 23,417 2,493 0.0% 0.0% 288 +866 3.84% Q1 2026 May 15, 2026
Crewe Advisors LLC History No change 23,393 2,491 0.21% 0.22% 289 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 23,364 2,488 0.08% 0.07% 290 +6,232 36.38% Q1 2026 May 15, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 23,286 2,479 0.13% 0.09% 291 +5,776 32.99% Q1 2026 Apr 29, 2026
Unison Advisors LLC History Added to 23,277 2,479 0.19% 0.22% 292 +3 0.01% Q1 2026 Apr 28, 2026
Steward Partners Investment Advisory, LLC History Added to 23,259 2,477 0.01% 0.01% 293 +5,887 33.89% Q1 2026 May 08, 2026
Safir Wealth Advisors, LLC History Added to 23,056 2,455 1.78% 1.69% 294 +465 2.06% Q1 2026 Apr 08, 2026
Omega Financial Group, LLC History Reduced 22,844 2,432 0.79% 0.86% 295 -1,762 -7.16% Q1 2026 May 12, 2026
Pines Wealth Management, LLC History Added to 22,428 2,388 0.77% 0.7% 296 +2,119 10.43% Q1 2026 Apr 08, 2026
Rosenberg Matthew Hamilton History Added to 22,375 2,382 0.49% 0.32% 298 +8,049 56.18% Q1 2026 Apr 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 22,367 2,382 0.03% 0.03% 297 +1,930 9.44% Q1 2026 May 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 22,354 2,380 0.15% 0.16% 299 -434 -1.9% Q1 2026 Apr 15, 2026
KFA Private Wealth Group, LLC History Added to 22,298 2,374 0.57% 0.55% 300 +1,082 5.1% Q1 2026 Apr 20, 2026
Narus Financial Partners, LLC History Reduced 22,218 2,366 0.62% 0.67% 301 -439 -1.94% Q1 2026 Apr 21, 2026
McBroom & Associates, LLC History Reduced 22,126 2,356 1.31% 1.21% 302 -1,257 -5.38% Q1 2026 Apr 22, 2026
BTC Capital Management, Inc. History Added to 21,664 2,307 0.16% 0.02% 303 +18,470 578.27% Q1 2026 Apr 20, 2026
Walkner Condon Financial Advisors LLC History Added to 21,568 2,297 0.3% 0.32% 304 +162 0.76% Q1 2026 Apr 28, 2026
Avant Financial Advisors LLC History Added to 21,562 2,296 1.61% 1.57% 305 +1,061 5.18% Q1 2026 Apr 23, 2026
FC Advisory LLC History Reduced 21,501 2,289 0.67% 0.72% 306 -2,138 -9.04% Q1 2026 Apr 14, 2026
Pinnacle Bancorp, Inc. History Added to 21,428 2,282 0.67% 0.67% 307 +45 0.21% Q1 2026 Apr 22, 2026
1900 WEALTH MANAGEMENT LLC History Added to 21,074 2,244 0.14% 0.13% 308 +1,865 9.71% Q1 2026 Apr 17, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 21,044 2,241 0.32% 0.42% 310 -6,157 -22.64% Q1 2026 Apr 20, 2026
SteelPeak Wealth, LLC History Reduced 21,046 2,241 0.07% 0.07% 309 -228 -1.07% Q1 2026 May 05, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 21,011 2,237 0.48% — 311 +21,011 New Q1 2026 May 13, 2026
Mutual Advisors, LLC History Reduced 20,721 2,206 0.05% 0.05% 312 -429 -2.03% Q1 2026 May 01, 2026
Belleair Asset Management, LLC History No change 20,660 2,200 2.01% 2.1% 313 0 0.0% Q1 2026 Apr 15, 2026
Pure Financial Advisors, LLC History Added to 20,530 2,186 0.03% 0.03% 314 +1,633 8.64% Q1 2026 Apr 10, 2026
Vise Technologies, Inc. History No change 20,314 2,167 0.04% 0.04% 315 0 0.0% Q1 2026 Apr 21, 2026
FLC Capital Advisors History Added to 20,334 2,165 0.39% 0.39% 316 +648 3.29% Q1 2026 May 01, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 20,305 2,162 0.0% 0.0% 317 -270 -1.31% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 20,218 2,153 0.12% 0.22% 318 -17,897 -46.96% Q1 2026 May 06, 2026
Wiser Wealth Management, Inc History Added to 19,973 2,127 0.46% 0.47% 319 +163 0.82% Q1 2026 Apr 13, 2026
Carr Financial Group Corp History Added to 19,808 2,109 0.56% 0.56% 320 +78 0.4% Q1 2026 May 12, 2026
Meridian Wealth Management, LLC History Reduced 19,794 2,108 0.07% 0.07% 321 -45 -0.23% Q1 2026 May 06, 2026
NDWM LLC History Added to 19,663 2,094 1.36% 1.34% 322 +687 3.62% Q1 2026 Apr 24, 2026
Pathstone Holdings, LLC History Reduced 19,216 2,046 0.01% 0.01% 323 -2,663 -12.17% Q1 2026 May 11, 2026
Evensky & Katz LLC History Reduced 19,077 2,032 0.12% 0.12% 324 -388 -1.99% Q1 2026 Apr 22, 2026
Red Tortoise LLC History Reduced 18,766 1,998 0.83% 0.87% 325 -395 -2.06% Q1 2026 Apr 21, 2026
Global Retirement Partners, LLC History No change 18,717 1,997 0.04% 0.04% 326 0 0.0% Q4 2025 Feb 06, 2026
Bravera Wealth History New 18,700 1,991 0.9% — 327 +18,700 New Q1 2026 Apr 22, 2026
United Advisor Group, LLC History Added to 18,682 1,989 0.25% 0.14% 328 +8,087 76.33% Q1 2026 Apr 17, 2026
Wealthfront Advisers LLC History Added to 18,662 1,987 0.0% 0.0% 329 +7,230 63.24% Q1 2026 May 05, 2026
May Hill Capital, LLC History Reduced 18,435 1,963 0.49% 0.53% 330 -141 -0.76% Q1 2026 May 06, 2026
Beaird Harris Wealth Management, LLC History Reduced 18,287 1,947 0.13% 0.14% 331 -489 -2.6% Q1 2026 May 14, 2026
Midwestern Financial, LLC /IA History Reduced 18,124 1,930 1.52% 1.61% 332 -94 -0.52% Q1 2026 May 05, 2026
Per Stirling Capital Management, LLC. History Added to 18,069 1,924 0.21% 0.21% 333 +189 1.06% Q1 2026 May 11, 2026
Allegheny Financial Group History No change 18,064 1,923 0.26% 0.29% 334 0 0.0% Q1 2026 Apr 16, 2026
WLTH Capital Management, LLC History Added to 17,943 1,910 1.5% 1.43% 335 +776 4.52% Q1 2026 Apr 10, 2026
FORONJY FINANCIAL LLC History Reduced 17,805 1,896 0.79% 0.85% 336 -1,373 -7.16% Q1 2026 Apr 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 17,771 1,892 0.03% 0.02% 337 +10,412 141.49% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 17,659 1,883 0.04% 0.05% 338 +26 0.15% Q1 2026 May 04, 2026
Crusonia Wealth Advisors LLC History Added to 17,618 1,876 0.39% 0.35% 339 +2,536 16.81% Q1 2026 May 12, 2026
MAYPORT, LLC History Added to 17,478 1,861 0.35% 0.37% 340 +477 2.81% Q1 2026 Apr 21, 2026
Smith Thornton Advisors LLC History Reduced 17,424 1,855 0.93% 0.98% 341 -545 -3.03% Q1 2026 Apr 16, 2026
KWMG, LLC History Reduced 17,404 1,853 0.15% 0.17% 342 -1,227 -6.59% Q1 2026 Apr 09, 2026
Apeiron RIA LLC History Added to 17,320 1,844 0.43% 0.36% 343 +588 3.51% Q1 2026 Apr 27, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 17,025 1,813 1.04% 1.12% 344 0 0.0% Q1 2026 Apr 23, 2026
Trivium Point Advisory, LLC History Reduced 16,980 1,808 0.33% 0.19% 345 -970 -5.4% Q1 2026 Apr 21, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 16,847 1,794 1.15% 1.22% 347 -379 -2.2% Q1 2026 Apr 21, 2026
Bangor Savings Bank History No change 16,848 1,794 0.14% 0.14% 346 0 0.0% Q1 2026 Apr 01, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History New 16,823 1,791 0.09% — 348 +16,823 New Q1 2026 May 15, 2026
First Heartland Consultants, Inc. History Added to 16,714 1,780 0.14% 0.1% 349 +3,738 28.81% Q1 2026 Apr 08, 2026
Cypress Capital Group History Added to 16,685 1,776 0.2% 0.19% 350 +650 4.05% Q1 2026 May 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 16,625 1,770 0.59% 0.59% 351 -251 -1.49% Q1 2026 Apr 14, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 16,594 1,767 0.04% 0.05% 352 -351 -2.07% Q1 2026 Apr 15, 2026
SFAM, LLC History Added to 16,585 1,766 1.64% 1.58% 353 +396 2.45% Q1 2026 May 04, 2026
Hobart Private Capital, LLC History Reduced 16,436 1,750 0.34% 0.36% 354 -1,044 -5.97% Q1 2026 Apr 07, 2026
Financial Engines Advisors L.L.C. History Reduced 16,336 1,739 0.0% 0.0% 355 -5,779 -26.13% Q1 2026 May 14, 2026
Ballast Rock Private Wealth LLC History Added to 16,220 1,727 0.96% 1.08% 356 +4 0.02% Q1 2026 Apr 16, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 16,199 1,725 1.17% 1.2% 357 -644 -3.82% Q1 2026 May 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 15,923 1,695 0.39% 0.46% 359 -3,360 -17.42% Q1 2026 Apr 15, 2026
BESSEMER GROUP INC History No change 15,916 1,695 0.0% 0.0% 358 0 0.0% Q1 2026 May 06, 2026
L.K. Benson & Company, P.C. History Added to 15,872 1,690 0.56% 0.83% 360 +429 2.78% Q1 2026 Apr 20, 2026
IFG Advisors, LLC History Added to 15,631 1,664 0.27% 0.27% 361 +254 1.65% Q1 2026 Apr 09, 2026
Advisory Alpha, LLC History Reduced 15,437 1,644 0.04% 0.05% 362 -585 -3.65% Q1 2026 May 14, 2026
Olde Wealth Management, LLC History No change 15,362 1,636 0.52% 0.5% 363 0 0.0% Q1 2026 May 12, 2026
Roth Financial Partners LLC History Reduced 15,360 1,635 0.56% 0.54% 364 -105 -0.68% Q1 2026 Apr 21, 2026
Evernest Financial Advisors, LLC History Added to 15,231 1,624 0.34% 0.32% 365 +1,044 7.36% Q1 2026 May 04, 2026
Aptus Capital Advisors, LLC History Reduced 15,168 1,615 0.01% 0.01% 366 -2,048 -11.9% Q1 2026 May 11, 2026
VestGen Advisors, LLC History Added to 15,115 1,606 0.04% 0.05% 367 +4,787 46.35% Q1 2026 May 14, 2026
GREENWOOD GEARHART LLC History No change 15,000 1,597 0.09% 0.09% 368 0 0.0% Q1 2026 May 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 14,791 1,575 0.45% 0.45% 369 +100 0.68% Q1 2026 Apr 30, 2026
ADE, LLC History Reduced 14,471 1,541 0.74% 0.83% 370 -1,525 -9.53% Q1 2026 May 14, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 14,264 1,519 0.18% 0.18% 371 -1,200 -7.76% Q1 2026 May 11, 2026
Parkwoods Wealth Partners, LLC History Added to 14,067 1,498 0.37% 0.14% 372 +9,472 206.14% Q1 2026 Apr 13, 2026
Seaside Wealth Management, Inc. History Reduced 14,063 1,497 0.42% 0.44% 373 -310 -2.16% Q1 2026 May 01, 2026
Financial Strategies Group, Inc. History Added to 14,029 1,496 0.25% 0.26% 374 +800 6.05% Q1 2026 May 08, 2026
Galvin, Gaustad & Stein, LLC History Reduced 13,896 1,479 0.12% 0.13% 375 -1,800 -11.47% Q1 2026 May 14, 2026
Heartwood Wealth Advisors LLC History No change 13,868 1,476 0.13% 0.14% 376 0 0.0% Q1 2026 Apr 07, 2026
Wedmont Private Capital History Reduced 13,813 1,471 0.05% 0.05% 377 -783 -5.36% Q1 2026 Apr 09, 2026
Soltis Investment Advisors LLC History No change 13,710 1,460 0.09% 0.1% 378 0 0.0% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History Added to 13,689 1,457 0.05% 0.04% 379 +1,117 8.88% Q1 2026 May 18, 2026
True Link Financial Advisors, LLC History Added to 13,535 1,441 0.09% 0.09% 380 +65 0.48% Q1 2026 Apr 29, 2026
Jasper Ridge Partners, L.P. History New 13,521 1,439 0.03% — 381 +13,521 New Q1 2026 May 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 13,433 1,433 0.48% 0.48% 382 0 0.0% Q4 2025 Jan 20, 2026
McNaughton Wealth Management, LLC History Reduced 13,311 1,417 0.59% 0.59% 383 -65 -0.49% Q1 2026 Apr 08, 2026
Rockbridge Investment Management, LCC History Reduced 13,299 1,416 0.13% 0.13% 384 -1 -0.01% Q1 2026 May 14, 2026
RCS Financial Planning, LLC History Added to 13,286 1,415 0.73% 0.6% 385 +193 1.47% Q1 2026 Apr 21, 2026
Smith & Howard Wealth Management, LLC History No change 13,140 1,399 0.3% 0.32% 386 0 0.0% Q1 2026 Apr 27, 2026
Plancorp, LLC History No change 13,118 1,397 0.04% 0.04% 387 0 0.0% Q1 2026 Apr 14, 2026
Godshalk Welsh Capital Management, Inc. History Reduced 13,050 1,389 0.81% 0.85% 388 -900 -6.45% Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 13,042 1,388 0.03% 0.03% 389 +673 5.44% Q1 2026 Apr 13, 2026
Running Point Capital Advisors, LLC History No change 12,943 1,381 0.38% 0.38% 390 0 0.0% Q4 2025 Feb 17, 2026
Veratis Advisors, Inc. History No change 12,856 1,380 1.09% 1.09% 391 0 0.0% Q4 2025 Feb 18, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 12,911 1,375 0.29% 0.31% 392 0 0.0% Q1 2026 Apr 30, 2026
Parallel Advisors, LLC History Reduced 12,905 1,374 0.02% 0.03% 393 -1,115 -7.95% Q1 2026 May 07, 2026
Orange Investment Advisors, Inc. History No change 12,753 1,358 0.18% 0.15% 394 0 0.0% Q1 2026 Apr 22, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 12,741 1,356 0.04% 0.03% 395 +2,711 27.03% Q1 2026 May 11, 2026
White Lighthouse Investment Management Inc. History No change 12,636 1,345 0.19% 0.19% 396 0 0.0% Q1 2026 May 14, 2026
JOHNSON INVESTMENT COUNSEL INC History New 12,604 1,342 0.01% — 398 +12,604 New Q1 2026 May 01, 2026
Boltwood Capital Management History Added to 12,605 1,342 0.34% 0.33% 397 +750 6.33% Q1 2026 Apr 07, 2026
Roan Capital Partners History New 12,582 1,339 1.24% — 399 +12,582 New Q1 2026 Apr 15, 2026
Ethos Financial Group, LLC History Added to 12,437 1,324 0.1% 0.07% 400 +3,444 38.3% Q1 2026 May 05, 2026
IAM Advisory, LLC History Added to 12,399 1,320 0.3% 0.29% 401 +77 0.62% Q1 2026 Apr 10, 2026
Midwest Trust Co History Added to 12,317 1,311 0.02% 0.01% 402 +1,913 18.39% Q1 2026 May 01, 2026
Wingate Wealth Advisors, Inc. History Added to 12,254 1,305 0.7% 0.73% 403 +44 0.36% Q1 2026 May 01, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 12,187 1,299 0.41% 0.45% 404 -111 -0.9% Q1 2026 Apr 17, 2026
Peak Wealth Management LLC History Added to 12,171 1,296 1.06% 0.9% 405 +2,061 20.39% Q1 2026 Apr 14, 2026
Capital Investment Advisors, LLC History Reduced 12,060 1,284 0.02% 0.02% 406 -290 -2.35% Q1 2026 Apr 17, 2026
FIRST NATIONAL TRUST CO History No change 11,991 1,277 0.04% 0.04% 407 0 0.0% Q1 2026 May 07, 2026
Shore Point Advisors, LLC History Added to 11,946 1,272 0.5% 0.49% 408 +1,128 10.43% Q1 2026 Apr 08, 2026
Strategic Wealth Partners, Ltd. History Reduced 11,934 1,270 0.09% 0.09% 409 -514 -4.13% Q1 2026 May 12, 2026
Continuum Advisory, LLC History Added to 11,885 1,265 0.12% 0.08% 410 +4,733 66.18% Q1 2026 Apr 22, 2026
Diversified Enterprises, LLC History Added to 11,803 1,257 0.07% 0.07% 411 +625 5.59% Q1 2026 May 14, 2026
Strategic Financial Services, Inc. History No change 11,713 1,247 0.06% 0.06% 412 0 0.0% Q1 2026 May 08, 2026
Strategic Blueprint, LLC History Reduced 11,542 1,229 0.07% 0.08% 413 -1,104 -8.73% Q1 2026 Apr 29, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 11,492 1,223 0.18% 0.21% 414 -11,492 -50.0% Q1 2026 Apr 24, 2026
Arax Advisory Partners History Added to 11,492 1,223 0.03% 0.02% 415 +5,418 89.2% Q1 2026 May 13, 2026
Human Investing LLC History Added to 11,487 1,223 0.18% 0.17% 416 +145 1.28% Q1 2026 May 07, 2026
Intergy Private Wealth, LLC History Added to 11,375 1,211 0.36% 0.37% 417 +28 0.25% Q1 2026 Apr 16, 2026
Cresset Asset Management, LLC History Reduced 11,360 1,209 0.01% 0.01% 418 -530 -4.46% Q1 2026 May 15, 2026
McAdam, LLC History Reduced 11,296 1,203 0.05% 0.06% 419 -952 -7.77% Q1 2026 May 08, 2026
Premier Path Wealth Partners, LLC History Added to 11,297 1,203 0.16% 0.15% 420 +670 6.3% Q1 2026 Apr 23, 2026
RiverFront Investment Group, LLC History Added to 11,275 1,200 0.02% 0.02% 421 +1,164 11.51% Q1 2026 May 11, 2026
Kingsview Wealth Management, LLC History Added to 11,248 1,197 0.02% 0.01% 423 +6,685 146.5% Q1 2026 May 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 11,236 1,197 0.0% 0.0% 422 -323 -2.79% Q1 2026 May 01, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 11,235 1,196 0.01% 0.01% 424 +43 0.38% Q1 2026 May 14, 2026
PINNEY & SCOFIELD, INC. History No change 10,985 1,169 0.63% 0.67% 425 0 0.0% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History Reduced 10,963 1,167 0.04% 0.04% 426 -94 -0.85% Q1 2026 May 13, 2026
Redhawk Wealth Advisors, Inc. History Reduced 10,935 1,164 0.13% 0.15% 427 -1,206 -9.93% Q1 2026 Apr 15, 2026
Stewardship Advisors, LLC History Reduced 10,927 1,163 0.27% 0.33% 428 -2,316 -17.49% Q1 2026 Apr 17, 2026
Orin Green Financial, LLC History Reduced 10,833 1,153 0.47% 0.47% 429 -140 -1.28% Q1 2026 Apr 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 10,806 1,150 0.05% — 430 +10,806 New Q1 2026 Apr 28, 2026
FSM Wealth Advisors, LLC History Reduced 10,730 1,142 0.15% 0.19% 431 -2,446 -18.56% Q1 2026 Apr 27, 2026
Bull Street Advisors, LLC History Reduced 10,675 1,137 0.56% 0.54% 432 -200 -1.84% Q1 2026 Apr 24, 2026
SAX WEALTH ADVISORS, LLC History No change 10,579 1,128 0.05% 0.05% 433 0 0.0% Q1 2026 Apr 08, 2026
BENJAMIN EDWARDS INC History Added to 10,489 1,119 0.01% 0.01% 434 +156 1.51% Q1 2026 May 12, 2026
Independent Advisor Alliance History New 10,504 1,118 0.01% — 435 +10,504 New Q1 2026 May 12, 2026
Avid Wealth Partners LLC History Reduced 10,481 1,116 0.53% 0.58% 436 -595 -5.37% Q1 2026 Apr 30, 2026
OLD SECOND NATIONAL BANK OF AURORA History New 10,476 1,115 0.23% — 438 +10,476 New Q1 2026 Apr 21, 2026
Concurrent Investment Advisors, LLC History Added to 10,474 1,115 0.01% 0.01% 437 +269 2.64% Q1 2026 Apr 20, 2026
TOMPKINS FINANCIAL CORP History No change 10,467 1,114 0.09% 0.09% 439 0 0.0% Q1 2026 Apr 09, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 10,450 1,112 0.05% 0.06% 440 -2,061 -16.47% Q1 2026 May 04, 2026
Exchange Bank History Reduced 10,360 1,103 0.76% 0.77% 441 -75 -0.72% Q1 2026 Apr 08, 2026
Dynamic Wealth Strategies, LLC History No change 10,341 1,101 0.64% 0.66% 442 0 0.0% Q1 2026 May 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 10,220 1,088 0.07% 0.07% 443 0 0.0% Q1 2026 May 14, 2026
SONATA CAPITAL GROUP INC History Added to 10,191 1,085 0.4% 0.35% 444 +1,155 12.78% Q1 2026 Apr 30, 2026
Edgemoor Investment Advisors, Inc. History Added to 10,173 1,083 0.09% 0.08% 445 +655 6.88% Q1 2026 May 13, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 10,164 1,082 0.51% 0.47% 446 +902 9.74% Q1 2026 May 14, 2026
CHILTON INVESTMENT CO INC. History New 10,105 1,076 0.03% — 447 +10,105 New Q1 2026 May 15, 2026
Capital Investment Advisory Services, LLC History No change 10,092 1,074 0.08% 0.08% 448 0 0.0% Q1 2026 May 05, 2026
Ascentis Independent Advisors History New 10,038 1,069 0.08% — 449 +10,038 New Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History Added to 9,955 1,060 0.04% 0.04% 450 +214 2.2% Q1 2026 Apr 13, 2026
American Wealth Advisors, LLC History Reduced 9,949 1,059 1.1% 1.04% 451 -16 -0.16% Q1 2026 Apr 29, 2026
ARS Wealth Advisors Group, LLC History No change 9,924 1,056 0.09% 0.1% 452 0 0.0% Q1 2026 Apr 15, 2026
Cosner Financial Group, LLC History No change 9,873 1,051 0.58% 0.54% 453 0 0.0% Q1 2026 May 01, 2026
Timonier Family Office, LTD. History No change 9,807 1,046 0.33% 0.33% 454 0 0.0% Q4 2025 Feb 04, 2026
Vantage Point Financial LLC History Added to 9,799 1,043 0.37% 0.34% 455 +855 9.56% Q1 2026 May 01, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 9,770 1,040 0.18% 0.17% 456 +765 8.5% Q1 2026 May 05, 2026
WESBANCO BANK INC History New 9,751 1,038 0.03% — 457 +9,751 New Q1 2026 Apr 21, 2026
TruNorth Capital Management, LLC History Reduced 9,734 1,036 0.2% 0.2% 458 -336 -3.34% Q1 2026 Apr 22, 2026
NWAM LLC History Added to 9,676 1,030 0.06% 0.05% 459 +719 8.03% Q1 2026 May 04, 2026
MainStreet Investment Advisors LLC History Reduced 9,599 1,022 0.15% 0.15% 460 -485 -4.81% Q1 2026 May 11, 2026
MONTAG A & ASSOCIATES INC History Added to 9,526 1,014 0.05% 0.04% 461 +747 8.51% Q1 2026 Apr 29, 2026
S.A. Mason LLC History New 9,400 1,001 0.38% — 462 +9,400 New Q1 2026 Apr 27, 2026
1ST SOURCE BANK History New 9,353 996 0.05% — 463 +9,353 New Q1 2026 May 04, 2026
ORG Partners LLC History No change 9,211 983 0.17% 0.17% 464 0 0.0% Q4 2025 Jan 14, 2026
DRAVO BAY LLC History Added to 9,137 973 0.4% 0.4% 465 +198 2.22% Q1 2026 May 07, 2026
Prairiewood Capital, LLC History Added to 9,130 972 0.28% 0.29% 466 +247 2.78% Q1 2026 Apr 16, 2026
Legacy Private Trust Co. History Reduced 9,113 970 0.06% 0.06% 467 -200 -2.15% Q1 2026 Apr 07, 2026
Fragasso Financial Advisors Inc History No change 8,817 937 0.06% 0.06% 468 0 0.0% Q1 2026 Apr 07, 2026
Objective Capital Management, LLC History Added to 8,790 936 0.94% 0.95% 469 +15 0.17% Q1 2026 May 04, 2026
Wright Wealth LLC History Added to 8,766 933 0.62% 0.59% 470 +284 3.35% Q1 2026 May 15, 2026
Silver Grove Financial Group, Inc. History Added to 8,749 931 0.75% 0.71% 471 +1,032 13.37% Q1 2026 May 15, 2026
Berger Financial Group, Inc History Reduced 8,709 927 0.05% 0.06% 472 -308 -3.42% Q1 2026 Apr 28, 2026
Amplius Wealth Advisors, LLC History No change 8,708 927 0.08% 0.08% 473 0 0.0% Q1 2026 Apr 13, 2026
Gradient Investments LLC History Added to 8,671 923 0.01% 0.01% 475 +12 0.14% Q1 2026 Apr 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 8,675 923 0.13% 0.13% 474 0 0.0% Q1 2026 Apr 20, 2026
Envision Financial LLC History Reduced 8,639 920 0.5% 0.51% 476 -333 -3.71% Q1 2026 Apr 16, 2026
HSBC HOLDINGS PLC History Reduced 8,601 916 0.0% 0.0% 477 -31 -0.36% Q1 2026 Apr 30, 2026
Ameritas Advisory Services, LLC History Reduced 8,599 915 0.04% 0.03% 478 -101 -1.16% Q1 2026 May 12, 2026
Rock Point Advisors, LLC History Reduced 8,573 913 0.25% 0.23% 479 -107 -1.23% Q1 2026 May 14, 2026
CVA Family Office, LLC History Reduced 8,580 913 0.1% 0.11% 480 -22 -0.26% Q1 2026 Apr 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,554 911 0.02% 0.02% 481 -85 -0.98% Q1 2026 Apr 13, 2026
TriaGen Wealth Management LLC History No change 8,541 909 0.25% 0.24% 482 0 0.0% Q1 2026 Apr 29, 2026
WHITE PINE CAPITAL LLC History Added to 8,514 906 0.26% 0.25% 483 +90 1.07% Q1 2026 May 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,419 896 0.0% 0.0% 484 -234 -2.7% Q1 2026 Apr 24, 2026
POSTROCK PARTNERS LLC History No change 8,400 894 0.41% 0.39% 485 0 0.0% Q1 2026 May 06, 2026
Rodgers & Associates, LTD History Added to 8,354 889 0.09% 0.05% 486 +3,449 70.32% Q1 2026 May 04, 2026
NORTHERN TRUST CORP History Reduced 8,341 888 0.0% 0.0% 487 -3,885 -31.78% Q1 2026 May 14, 2026
CGN Advisors LLC History Reduced 8,271 880 0.07% 0.07% 488 -471 -5.39% Q1 2026 Apr 13, 2026
HILL ISLAND FINANCIAL LLC History Added to 8,238 877 0.21% 0.2% 489 +372 4.73% Q1 2026 May 13, 2026
Arkadios Wealth Advisors History Added to 8,228 876 0.01% 0.01% 490 +5,786 236.94% Q1 2026 May 18, 2026
LeConte Wealth Management, LLC History Added to 8,173 870 0.56% 0.55% 491 +213 2.68% Q1 2026 May 12, 2026
Aletheian Wealth Advisors LLC History New 8,094 861 0.42% — 492 +8,094 New Q1 2026 Apr 09, 2026
Aviance Capital Partners, LLC History Reduced 8,044 856 0.1% 0.1% 493 -140 -1.71% Q1 2026 May 06, 2026
First Affirmative Financial Network History New 7,982 850 0.33% — 494 +7,982 New Q1 2026 May 11, 2026
NBT BANK N A /NY History No change 7,955 847 0.06% 0.05% 495 0 0.0% Q1 2026 Apr 28, 2026
Equitable Holdings, Inc. History Added to 7,896 842 0.01% 0.01% 496 +195 2.53% Q1 2026 May 15, 2026
XY Planning Network, Inc. History Added to 7,897 840 0.13% 0.06% 497 +4,831 157.57% Q1 2026 Apr 14, 2026
Joel Adams & Associates, Inc. History Added to 7,896 840 0.62% 0.63% 498 +33 0.42% Q1 2026 Apr 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 7,831 834 0.01% 0.02% 499 +3,705 89.8% Q1 2026 May 01, 2026
Everhart Financial Group, Inc. History Reduced 7,801 830 0.07% 0.08% 500 -24 -0.31% Q1 2026 Apr 09, 2026
Westover Capital Advisors, LLC History Reduced 7,692 819 0.15% 0.15% 501 -86 -1.11% Q1 2026 May 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 7,633 812 0.05% 0.04% 502 +2,125 38.58% Q1 2026 Apr 14, 2026
Linscomb Wealth, Inc. History No change 7,624 811 0.04% 0.03% 503 0 0.0% Q1 2026 May 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,606 810 0.02% 0.02% 504 0 0.0% Q1 2026 Apr 29, 2026
Delos Wealth Advisors, LLC History New 7,589 808 0.46% — 507 +7,589 New Q1 2026 May 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 7,588 808 0.27% 0.27% 505 0 0.0% Q1 2026 May 15, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 7,593 808 0.66% 0.67% 506 0 0.0% Q1 2026 May 04, 2026
Cornerstone Financial Group, LLC /NE/ History Reduced 7,584 806 0.52% 0.68% 508 -1,563 -17.09% Q1 2026 May 06, 2026
Neuberger Berman Group LLC History Added to 7,530 801 0.0% 0.0% 509 +140 1.89% Q1 2026 May 14, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 7,501 798 0.22% 0.34% 510 -4,026 -34.93% Q1 2026 May 12, 2026
Plum Street Advisors, LLC History Reduced 7,422 790 0.27% 0.3% 511 -465 -5.9% Q1 2026 May 14, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 7,415 789 0.14% 0.11% 513 +1,016 15.88% Q1 2026 Apr 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 7,414 789 0.05% 0.05% 512 -192 -2.52% Q1 2026 Apr 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,399 788 0.04% 0.04% 514 +657 9.74% Q1 2026 Apr 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 7,374 785 0.04% 0.05% 516 +3,687 100.0% Q1 2026 Apr 22, 2026
Trinity Wealth Management, LLC History No change 7,372 785 0.29% 0.29% 515 0 0.0% Q1 2026 Apr 17, 2026
L. Roy Papp & Associates, LLP History Added to 7,350 782 0.09% 0.06% 517 +2,000 37.38% Q1 2026 Apr 14, 2026
PATTEN & PATTEN INC/TN History Reduced 7,340 781 0.05% 0.05% 518 -100 -1.34% Q1 2026 May 01, 2026
Compass Financial Group, Inc. History Reduced 7,293 776 0.35% 0.35% 519 -43 -0.59% Q1 2026 May 05, 2026
Rinkey Investments History Reduced 7,165 763 0.2% 0.25% 520 -1,893 -20.9% Q1 2026 May 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,136 759 0.0% 0.0% 521 -2,220 -23.73% Q1 2026 Apr 29, 2026
Keebeck Wealth Management History Reduced 7,118 758 0.09% 0.12% 522 -2,852 -28.61% Q1 2026 May 14, 2026
Advyzon Investment Management, LLC History Added to 7,093 755 0.07% 0.07% 524 +1,388 24.33% Q1 2026 May 12, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 7,096 755 0.01% 0.01% 523 0 0.0% Q1 2026 Apr 16, 2026
Orgel Wealth Management, LLC History Added to 7,041 749 0.02% 0.01% 525 +1,002 16.59% Q1 2026 Apr 07, 2026
Brady Martz Wealth Solutions, LLC History Added to 6,922 737 0.13% 0.12% 527 +449 6.94% Q1 2026 Apr 15, 2026
Wescott Financial Advisory Group, LLC History Added to 6,930 737 0.06% 0.06% 526 +25 0.36% Q1 2026 May 12, 2026
INVESTMENT PARTNERS, LTD. History Added to 6,808 725 0.26% 0.24% 528 +348 5.39% Q1 2026 May 05, 2026
Procyon Advisors, LLC History Reduced 6,800 724 0.04% 0.04% 529 -1,557 -18.63% Q1 2026 May 04, 2026
Capital Investment Services of America, Inc. History No change 6,750 718 0.07% 0.07% 530 0 0.0% Q1 2026 Apr 27, 2026
Archford Capital Strategies, LLC History Added to 6,718 715 0.08% 0.08% 531 +68 1.02% Q1 2026 Apr 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 6,697 713 0.18% — 532 +6,697 New Q1 2026 Apr 29, 2026
Relyea Zuckerberg Hanson LLC History Added to 6,657 708 0.07% 0.07% 534 +494 8.02% Q1 2026 Apr 30, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 6,650 708 0.1% 0.1% 533 0 0.0% Q1 2026 May 15, 2026
Sunbeam Capital Management, LLC History Added to 6,643 707 0.4% 0.42% 535 +1 0.02% Q1 2026 Apr 16, 2026
Investment Planning Advisors, Inc. History Added to 6,629 705 0.19% 0.2% 536 +98 1.5% Q1 2026 Apr 23, 2026
Flagship Private Wealth, LLC History Added to 6,564 699 0.28% 0.19% 537 +1,956 42.45% Q1 2026 Apr 24, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 6,570 699 0.16% 0.16% 538 0 0.0% Q1 2026 Apr 02, 2026
Discipline Wealth Solutions, LLC History Reduced 6,559 698 0.07% 0.14% 539 -507 -7.18% Q1 2026 Apr 17, 2026
FF Advisors,LLC History Added to 6,535 697 0.28% 0.23% 540 +1,623 33.04% Q1 2026 Apr 27, 2026
ArborFi Advisors, LLC History Added to 6,532 695 0.57% 0.53% 541 +371 6.02% Q1 2026 Apr 29, 2026
Busey Bank History Added to 6,445 686 0.02% 0.01% 542 +3,445 114.83% Q1 2026 Apr 28, 2026
Koss-Olinger Consulting, LLC History Reduced 6,419 683 0.06% 0.06% 543 -871 -11.95% Q1 2026 May 07, 2026
GC Wealth Management RIA, LLC History Added to 6,372 678 0.03% 0.02% 544 +1,865 41.38% Q1 2026 May 14, 2026
Wealthcare Capital Partners, LLC History Added to 6,266 667 0.31% 0.24% 545 +1,414 29.14% Q1 2026 Apr 15, 2026
GenTrust, LLC History Reduced 6,215 661 0.03% 0.05% 546 -5,153 -45.33% Q1 2026 Apr 27, 2026
Rockport Wealth LLC History No change 6,150 654 0.12% 0.13% 547 0 0.0% Q1 2026 May 05, 2026
WHITTIER TRUST CO History Added to 6,088 647 0.01% 0.0% 548 +2,324 61.74% Q1 2026 Apr 28, 2026
Aspen Wealth Strategies, LLC History Added to 6,050 644 0.34% 0.35% 549 +40 0.67% Q1 2026 May 08, 2026
Chesapeake Wealth Management History Added to 6,028 641 0.2% 0.17% 550 +778 14.82% Q1 2026 May 18, 2026
&PARTNERS History Added to 6,006 639 0.0% 0.0% 551 +962 19.07% Q1 2026 May 15, 2026
Hilltop Partners LLC History Reduced 5,998 638 0.16% 0.17% 552 -221 -3.55% Q1 2026 May 12, 2026
YHB Investment Advisors, Inc. History Added to 5,978 636 0.05% 0.04% 553 +45 0.76% Q1 2026 Apr 10, 2026
Colonial Trust Co / SC History Added to 5,964 635 0.09% 0.08% 555 +588 10.94% Q1 2026 May 12, 2026
Clear Creek Financial Management, LLC History Added to 5,969 635 0.05% 0.05% 554 +349 6.21% Q1 2026 Apr 22, 2026
Waldron Private Wealth LLC History Added to 5,925 631 0.02% 0.02% 557 +834 16.38% Q1 2026 Apr 10, 2026
CITIZENS & NORTHERN CORP History No change 5,929 631 0.16% 0.16% 556 0 0.0% Q1 2026 Apr 27, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,873 626 0.0% 0.0% 558 +310 5.57% Q1 2026 May 15, 2026
TAGStone Capital, Inc. History Added to 5,859 623 0.22% 0.23% 559 +25 0.43% Q1 2026 May 11, 2026
Cadia Private Client LLC History Added to 5,795 617 0.5% 0.49% 560 +16 0.28% Q1 2026 May 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,709 608 0.0% 0.0% 561 0 0.0% Q1 2026 May 15, 2026
LIBRA WEALTH LLC History No change 5,699 606 0.17% 0.17% 562 0 0.0% Q1 2026 Apr 28, 2026
Accurate Wealth Management, LLC History Reduced 5,672 604 0.07% 0.08% 563 -5 -0.09% Q1 2026 Apr 22, 2026
Generations Wealth, LLC History Added to 5,662 603 0.59% 0.32% 565 +2,752 94.57% Q1 2026 May 05, 2026
Parkside Financial Bank & Trust History No change 5,671 603 0.05% 0.05% 564 0 0.0% Q1 2026 May 13, 2026
Tilson Financial Group, Inc. History Reduced 5,600 596 0.18% 0.19% 566 -112 -1.96% Q1 2026 Apr 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 5,591 595 0.01% 0.04% 567 -13,819 -71.2% Q1 2026 May 07, 2026
WJ Wealth Management, LLC History No change 5,577 593 0.28% 0.26% 568 0 0.0% Q1 2026 Apr 28, 2026
Haverford Trust Co History No change 5,531 589 0.01% 0.01% 569 0 0.0% Q1 2026 May 11, 2026
Code Waechter LLC History No change 5,514 587 0.35% 0.38% 570 0 0.0% Q1 2026 Apr 15, 2026
StoneX Group Inc. History Reduced 5,462 581 0.03% 0.05% 571 -5,792 -51.47% Q1 2026 May 14, 2026
Vivaldi Capital Management LP History Reduced 5,444 579 0.08% 0.08% 572 -195 -3.46% Q1 2026 May 14, 2026
NOVEM GROUP History Reduced 5,436 578 0.07% 0.07% 573 -7 -0.13% Q1 2026 Apr 10, 2026
DAVENPORT & Co LLC History Added to 5,421 577 0.0% 0.0% 574 +743 15.88% Q1 2026 Apr 15, 2026
Scott Capital Advisors, LLC History Reduced 5,364 571 0.12% 0.17% 575 -2,038 -27.53% Q1 2026 Apr 15, 2026
Physician Wealth Advisors, Inc. History Reduced 5,361 570 0.08% 0.08% 576 -226 -4.05% Q1 2026 Apr 24, 2026
W.H. Cornerstone Investments Inc. History Added to 5,332 567 0.35% 0.34% 577 +20 0.38% Q1 2026 Apr 28, 2026
Csenge Advisory Group History Added to 5,256 559 0.03% 0.02% 578 +203 4.02% Q1 2026 Apr 30, 2026
Helium Advisors LLC History Added to 5,246 558 0.53% 0.54% 579 +237 4.73% Q1 2026 May 05, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Reduced 5,205 554 0.36% 0.37% 581 -206 -3.81% Q1 2026 Apr 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 5,210 554 0.02% 0.01% 580 -54 -1.03% Q1 2026 Apr 21, 2026
Flaharty Asset Management, LLC History Reduced 5,167 550 0.07% 0.08% 583 -1,145 -18.14% Q1 2026 May 04, 2026
Rede Wealth, LLC History Added to 5,170 550 0.2% 0.18% 584 +366 7.62% Q1 2026 Apr 10, 2026
Wilmington Savings Fund Society, FSB History No change 5,168 550 0.01% 0.01% 582 0 0.0% Q1 2026 Apr 30, 2026
WBH ADVISORY INC History No change 5,148 547 0.04% 0.04% 585 0 0.0% Q1 2026 Apr 27, 2026
Onyx Bridge Wealth Group LLC History Added to 5,121 545 0.06% 0.06% 586 +21 0.41% Q1 2026 Apr 22, 2026
Sun Financial Inc History New 5,082 540 0.27% — 587 +5,082 New Q1 2026 May 15, 2026
HORAN Wealth, LLC History Added to 5,062 539 0.05% 0.04% 588 +2,531 100.0% Q1 2026 May 08, 2026
Efficient Advisors, LLC History Reduced 5,024 535 0.04% 0.03% 589 -96 -1.88% Q1 2026 Apr 29, 2026
Colonial Trust Advisors History No change 5,020 534 0.04% 0.04% 590 0 0.0% Q1 2026 May 12, 2026
CoreCap Advisors, LLC History Reduced 5,006 533 0.02% 0.02% 593 -60 -1.18% Q1 2026 Apr 07, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,000 533 0.07% 0.07% 591 0 0.0% Q1 2026 Apr 27, 2026
Austin Private Wealth, LLC History No change 5,003 533 0.04% 0.04% 592 0 0.0% Q4 2025 Jan 20, 2026
Princeton Global Asset Management LLC History No change 4,990 531 0.09% 0.09% 594 0 0.0% Q1 2026 Apr 22, 2026
Hilltop Holdings Inc. History New 4,952 527 0.05% — 596 +4,952 New Q1 2026 May 14, 2026
Revolve Wealth Partners, LLC History Reduced 4,954 527 0.07% 0.06% 595 -124 -2.44% Q1 2026 Apr 10, 2026
Cannon Wealth Management Services, LLC History Added to 4,943 526 0.36% 0.35% 597 +275 5.89% Q1 2026 May 05, 2026
Essex Financial Services, Inc. History No change 4,879 519 0.03% 0.03% 598 0 0.0% Q1 2026 Apr 24, 2026
Capital Analysts, LLC History Added to 4,865 518 0.01% 0.01% 599 +567 13.19% Q1 2026 May 14, 2026
Madison Wealth Partners, Inc History Added to 4,867 518 0.08% 0.09% 600 +462 10.49% Q1 2026 Apr 30, 2026
LaFleur & Godfrey LLC History Added to 4,835 514 0.06% 0.06% 601 +525 12.18% Q1 2026 May 04, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 4,803 511 0.32% 0.33% 602 +242 5.31% Q1 2026 May 11, 2026
Stratos Investment Management, LLC History Added to 4,734 504 0.02% 0.02% 603 +67 1.44% Q1 2026 Apr 28, 2026
Spire Wealth Management History Reduced 4,699 500 0.02% 0.02% 604 -828 -14.98% Q1 2026 Apr 22, 2026
Uniting Wealth Partners, LLC History New 4,685 498 0.11% — 606 +4,685 New Q1 2026 Apr 22, 2026
Biltmore Family Office, LLC History No change 4,680 498 0.07% 0.07% 605 0 0.0% Q1 2026 May 11, 2026
Petersen Hastings Wealth Advisors Inc. History Added to 4,641 494 0.05% 0.04% 609 +1,159 33.29% Q1 2026 Apr 23, 2026
Beaumont Financial Advisors, LLC History Reduced 4,643 494 0.03% 0.04% 607 -742 -13.78% Q1 2026 May 05, 2026
Cloud Capital Management, LLC History Added to 4,648 494 0.22% 0.23% 608 +20 0.43% Q1 2026 May 12, 2026
Sage Financial Management Group, Inc. History Added to 4,626 492 0.15% 0.13% 610 +668 16.88% Q1 2026 Apr 21, 2026
POWER WEALTH MANAGEMENT LLC History No change 4,624 492 0.18% 0.17% 611 0 0.0% Q1 2026 May 14, 2026
OpenArc Corporate Advisory, LLC History Reduced 4,612 491 0.01% 0.01% 612 -2,322 -33.49% Q1 2026 May 11, 2026
Two West Capital Advisors LLC History Added to 4,603 490 0.26% 0.19% 613 +1,522 49.4% Q1 2026 May 04, 2026
Summit Wealth Partners, LLC History Added to 4,599 489 0.08% 0.08% 614 +637 16.08% Q1 2026 Apr 17, 2026
Dorsey & Whitney Trust CO LLC History Added to 4,573 487 0.03% 0.02% 615 +227 5.22% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,529 482 0.01% 0.02% 616 -1,493 -24.79% Q1 2026 May 11, 2026
CWS Financial Advisors, LLC History New 4,507 480 0.12% — 618 +4,507 New Q1 2026 Apr 27, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 4,512 480 0.3% 0.37% 617 -1,351 -23.04% Q1 2026 May 13, 2026
Gibbs Wealth Management History Added to 4,481 477 0.06% 0.09% 619 +899 25.1% Q1 2026 May 13, 2026
Polaris Investment Advisors, LLC History Reduced 4,485 477 0.35% 0.36% 620 -149 -3.22% Q1 2026 Apr 21, 2026
Main Line Retirement Advisors, LLC History Added to 4,433 472 0.24% 0.18% 621 +1,187 36.57% Q1 2026 Apr 21, 2026
STEPHENS INC /AR/ History Reduced 4,413 469 0.01% 0.01% 622 -130 -2.86% Q1 2026 Apr 28, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 4,387 467 0.29% 0.29% 623 0 0.0% Q1 2026 Apr 22, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 4,368 465 0.13% 0.13% 624 +3 0.07% Q1 2026 May 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 4,357 464 0.02% 0.02% 625 -940 -17.75% Q1 2026 Apr 30, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 4,364 464 0.1% 0.09% 626 +575 15.18% Q1 2026 Apr 03, 2026
Prosperity Consulting Group, LLC History No change 4,354 463 0.02% 0.02% 627 0 0.0% Q1 2026 May 05, 2026
Boston Trust Walden Corp History No change 4,281 455 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 24, 2026
TSFG, LLC History Added to 4,218 449 0.07% 0.07% 629 +1 0.02% Q1 2026 Apr 27, 2026
Eagle Bay Advisors LLC History Added to 4,180 445 0.39% 0.17% 630 +2,000 91.74% Q1 2026 Apr 24, 2026
Chatterton & Associates Inc. History Added to 4,156 442 0.31% 0.21% 631 +1,863 81.25% Q1 2026 Apr 20, 2026
Shepherd Street Advisors LLC History Added to 4,143 441 0.43% 0.42% 632 +15 0.36% Q1 2026 Apr 21, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 4,000 426 0.04% 0.04% 633 0 0.0% Q1 2026 May 07, 2026
HCR Wealth Advisors History No change 4,000 426 0.04% 0.04% 634 0 0.0% Q1 2026 Apr 21, 2026
Cherry Tree Wealth Management, LLC History No change 4,006 426 0.09% 0.09% 635 0 0.0% Q1 2026 May 05, 2026
Sovereign Financial Group, Inc. History Added to 3,978 423 0.07% 0.05% 636 +1,281 47.5% Q1 2026 Apr 17, 2026
Investments & Financial Planning, LLC History Added to 3,964 422 0.23% 0.23% 637 +7 0.18% Q1 2026 May 11, 2026
JHP Wealth Management, LLC History Reduced 3,956 421 0.4% 0.56% 639 -1,506 -27.57% Q1 2026 May 14, 2026
CAPSTONE CAPITAL LLC History Added to 3,957 421 0.27% 0.25% 638 +325 8.95% Q1 2026 Apr 23, 2026
Aerodigm Wealth, LLC History No change 3,950 420 0.16% 0.16% 640 0 0.0% Q1 2026 Apr 21, 2026
Apollon Wealth Management, LLC History Added to 3,921 417 0.01% 0.01% 641 +814 26.2% Q1 2026 Apr 22, 2026
WPG Advisers, LLC History Reduced 3,908 416 0.31% 0.31% 643 -10 -0.26% Q1 2026 Apr 29, 2026
Team Financial Group, LLC History Added to 3,913 416 0.19% 0.19% 642 +9 0.23% Q1 2026 May 01, 2026
Hutchens & Kramer Investment Management Group, LLC History New 3,894 414 0.13% — 645 +3,894 New Q1 2026 Apr 15, 2026
NorthCrest Asset Manangement, LLC History Reduced 3,894 414 0.01% 0.01% 644 -192 -4.7% Q1 2026 Apr 08, 2026
Clarus Group, Inc. History Reduced 3,868 411 0.15% 0.27% 647 -3,225 -45.47% Q1 2026 Apr 21, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 3,862 411 0.01% 0.0% 646 +1,890 95.84% Q1 2026 May 13, 2026
BCGM Wealth Management, LLC History Added to 3,830 407 0.1% 0.1% 648 +4 0.1% Q1 2026 May 05, 2026
KRM WEALTH MANAGEMENT L.L.C. History Added to 3,810 405 0.21% 0.22% 649 +16 0.42% Q1 2026 Apr 22, 2026
Collaborative Wealth Managment Inc. History Added to 3,795 404 0.19% 0.13% 651 +233 6.54% Q1 2026 May 05, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 3,796 404 0.23% 0.24% 650 0 0.0% Q1 2026 May 13, 2026
WARNER FINANCIAL, INC History No change 3,784 403 0.14% 0.14% 652 0 0.0% Q1 2026 Apr 08, 2026
Approach Retirement Advisors, LLC History Added to 3,739 398 0.33% 0.34% 655 +30 0.81% Q1 2026 Apr 14, 2026
Traction Financial Partners, LLC History No change 3,741 398 0.25% 0.24% 653 0 0.0% Q1 2026 May 14, 2026
Cannon Financial Strategists, Inc. History No change 3,738 398 0.05% 0.06% 654 0 0.0% Q1 2026 May 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,734 397 0.02% 0.06% 657 -5,562 -59.83% Q1 2026 Apr 09, 2026
Hayek Kallen Investment Management History New 3,725 397 0.13% — 658 +3,725 New Q1 2026 May 15, 2026
GRANDFIELD & DODD, LLC History No change 3,735 397 0.02% 0.02% 656 0 0.0% Q1 2026 May 07, 2026
Cornerstone Investment Partners, LLC History Added to 3,712 395 0.02% 0.02% 659 +59 1.62% Q1 2026 May 08, 2026
Guardian Asset Advisors, LLC History Added to 3,681 392 0.23% 0.13% 660 +1,394 60.95% Q1 2026 May 14, 2026
Purkiss Capital Advisors LLC History New 3,657 389 0.17% — 663 +3,657 New Q1 2026 May 04, 2026
Mills Wealth Advisors LLC History New 3,654 389 0.14% — 662 +3,654 New Q1 2026 Apr 24, 2026
FOSTER & MOTLEY INC History Reduced 3,648 389 0.02% 0.02% 661 -551 -13.12% Q1 2026 Apr 21, 2026
American Institute for Advanced Investment Management, LLP History Added to 3,650 388 0.25% 0.23% 664 +350 10.61% Q1 2026 Apr 24, 2026
Bernardo Wealth Planning LLC History Added to 3,637 387 0.08% 0.07% 665 +7 0.19% Q1 2026 Apr 15, 2026
1834 INVESTMENT ADVISORS CO History New 3,631 386 0.05% — 666 +3,631 New Q1 2026 May 14, 2026
Wealthspire Retirement, LLC History Added to 3,569 380 0.02% 0.02% 667 +564 18.77% Q1 2026 May 13, 2026
Marshall Financial Group, LLC History No change 3,565 379 0.06% 0.07% 668 0 0.0% Q1 2026 Apr 10, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 3,531 376 0.06% 0.06% 669 -172 -4.64% Q1 2026 Apr 15, 2026
WEST PACES ADVISORS INC. History No change 3,535 376 0.07% 0.07% 670 0 0.0% Q1 2026 May 05, 2026
Armor Investment Advisors, LLC History Reduced 3,504 373 0.13% 0.14% 671 -111 -3.07% Q1 2026 Apr 29, 2026
KINTRA WEALTH, LLC History Added to 3,489 371 0.03% 0.04% 672 +932 36.45% Q1 2026 May 15, 2026
ISTHMUS PARTNERS, LLC History New 3,472 369 0.04% — 673 +3,472 New Q1 2026 Apr 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 3,456 368 0.0% — 677 +3,456 New Q1 2026 May 15, 2026
Blue Trust, Inc. History Added to 3,462 368 0.0% 0.0% 674 +380 12.33% Q1 2026 Apr 20, 2026
Park Place Capital Corp History Added to 3,458 368 0.07% 0.08% 676 +15 0.44% Q1 2026 Apr 09, 2026
Investment Advisory Group, LLC History No change 3,464 368 0.09% 0.09% 675 0 0.0% Q1 2026 Apr 22, 2026
Synergy Investment Management, LLC History Reduced 3,446 367 0.12% 0.2% 678 -1,886 -35.37% Q1 2026 May 14, 2026
IHT Wealth Management, LLC History Added to 3,439 366 0.01% 0.01% 679 +223 6.93% Q1 2026 May 15, 2026
CAP Partners, LLC History Added to 3,417 363 0.21% 0.2% 680 +164 5.04% Q1 2026 Apr 28, 2026
CWA Asset Management Group, LLC History Reduced 3,402 362 0.01% 0.02% 681 -536 -13.61% Q1 2026 Apr 20, 2026
Mezzasalma Advisors, LLC History Reduced 3,396 361 0.09% 0.1% 682 -560 -14.16% Q1 2026 Apr 17, 2026
Western Wealth Management, LLC History Added to 3,379 359 0.01% 0.02% 683 +281 9.07% Q1 2026 May 19, 2026
McKinley Carter Wealth Services, Inc. History Reduced 3,355 357 0.02% 0.02% 684 -332 -9.0% Q1 2026 Apr 20, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 3,343 356 0.2% 0.23% 686 +3 0.09% Q1 2026 May 11, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 3,358 356 0.03% 0.03% 685 0 0.0% Q4 2025 Feb 13, 2026
CacheTech Inc. History New 3,330 354 0.07% — 689 +3,330 New Q1 2026 May 11, 2026
NBC SECURITIES, INC. History Added to 3,326 354 0.03% 0.02% 687 +886 36.31% Q1 2026 Apr 14, 2026
Probity Advisors, Inc. History Reduced 3,327 354 0.06% 0.06% 688 -18 -0.54% Q1 2026 Apr 28, 2026
Traveka Wealth, LLC History No change 3,296 351 0.13% 0.14% 690 0 0.0% Q1 2026 Apr 22, 2026
Riverbend Wealth Management, LLC History No change 3,285 349 0.2% 0.22% 691 0 0.0% Q1 2026 Apr 22, 2026
Sunesis Advisors, LLC History New 3,275 348 0.16% — 693 +3,275 New Q1 2026 May 14, 2026
Valeo Financial Advisors, LLC History Added to 3,268 348 0.01% 0.01% 692 +320 10.85% Q1 2026 May 08, 2026
Advisor Resource Council History New 3,257 346 0.11% — 694 +3,257 New Q1 2026 May 07, 2026
Horst & Graben Wealth Management LLC History Added to 3,225 344 0.05% 0.05% 695 +20 0.62% Q1 2026 Apr 28, 2026
Hurlow Wealth Management Group, Inc. History Added to 3,217 342 0.08% 0.07% 696 +496 18.23% Q1 2026 Apr 22, 2026
Second Line Capital, LLC History Added to 3,194 340 0.06% 0.07% 697 +204 6.82% Q1 2026 May 14, 2026
WASHINGTON TRUST BANK History Added to 3,185 339 0.03% 0.01% 698 +1,233 63.17% Q1 2026 May 07, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 3,175 338 0.12% — 700 +3,175 New Q1 2026 Apr 14, 2026
WEALTH EFFECTS LLC History Added to 3,180 338 0.12% 0.08% 699 +888 38.74% Q1 2026 Apr 21, 2026
Central Pacific Bank - Trust Division History Reduced 3,168 337 0.04% 0.08% 701 -2,800 -46.92% Q1 2026 Apr 07, 2026
WealthShield Partners, LLC History Added to 3,152 335 0.04% 0.04% 702 +43 1.38% Q1 2026 May 01, 2026
Foster Group, Inc. History Added to 3,131 333 0.01% 0.01% 703 +15 0.48% Q1 2026 Apr 13, 2026
FIRST HORIZON CORP History No change 3,124 332 0.01% 0.01% 704 0 0.0% Q1 2026 Apr 30, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 3,080 328 0.1% 0.1% 705 0 0.0% Q4 2025 Jan 30, 2026
RWA WEALTH PARTNERS, LLC History Added to 3,066 326 0.0% 0.0% 706 +8 0.26% Q1 2026 May 13, 2026
Capasso Planning Partners LLC History No change 3,055 326 0.18% 0.18% 707 0 0.0% Q4 2025 Feb 17, 2026
Balanced Rock Investment Advisors LLC History Reduced 3,060 325 0.23% 0.25% 708 -271 -8.14% Q1 2026 May 13, 2026
Trust Co History Added to 3,033 322 0.03% 0.03% 709 +3 0.1% Q1 2026 Apr 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 3,000 320 0.01% 0.01% 710 0 0.0% Q1 2026 Apr 24, 2026
EVERETT HARRIS & CO /CA/ History No change 3,000 319 0.0% 0.0% 711 0 0.0% Q1 2026 May 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,005 319 0.0% 0.0% 712 0 0.0% Q1 2026 May 06, 2026
BFSG, LLC History Added to 2,994 318 0.03% 0.03% 714 +348 13.15% Q1 2026 Apr 28, 2026
Wise Wealth Partners History Added to 2,994 318 0.43% 0.46% 715 +13 0.44% Q1 2026 Apr 21, 2026
FIRST MANHATTAN CO. LLC. History No change 2,992 318 0.0% 0.0% 713 0 0.0% Q1 2026 May 15, 2026
Passive Capital Management, LLC. History New 2,979 317 0.09% — 717 +2,979 New Q1 2026 May 14, 2026
Alta Wealth Advisors LLC History Added to 2,980 317 0.1% 0.11% 716 +8 0.27% Q1 2026 May 04, 2026
Legacy Financial Strategies, LLC History Added to 2,959 315 0.06% 0.06% 718 +4 0.14% Q1 2026 Apr 30, 2026
BALLAST ADVISORS LLC History Reduced 2,949 314 0.09% 0.09% 719 -145 -4.69% Q1 2026 May 12, 2026
CreativeOne Wealth, LLC History Added to 2,906 309 0.01% 0.01% 721 +1 0.03% Q1 2026 May 15, 2026
Allen Capital Group, LLC History No change 2,903 309 0.03% 0.03% 720 0 0.0% Q4 2025 Feb 09, 2026
Facet Wealth, Inc. History New 2,870 305 0.01% — 723 +2,870 New Q1 2026 May 07, 2026
STOCK YARDS BANK & TRUST CO History No change 2,869 305 0.01% 0.01% 722 0 0.0% Q1 2026 Apr 24, 2026
FLAGSTAR ADVISORS INC History Reduced 2,846 303 0.11% 0.1% 724 -45 -1.56% Q1 2026 May 12, 2026
Coordinated Financial Services, Inc. History Added to 2,850 303 0.17% 0.17% 725 +11 0.39% Q1 2026 May 01, 2026
Eagle Strategies LLC History Added to 2,838 302 0.04% 0.03% 726 +649 29.65% Q1 2026 Apr 20, 2026
Henrickson Nauta Wealth Advisors, Inc. History Reduced 2,812 299 0.08% 0.09% 727 -2,812 -50.0% Q1 2026 Apr 16, 2026
Sterling Investment Counsel, LLC History New 2,804 298 0.08% — 732 +2,804 New Q1 2026 Apr 16, 2026
WEDBUSH SECURITIES INC History New 2,800 298 0.01% — 731 +2,800 New Q1 2026 Apr 21, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 2,798 298 0.1% 0.11% 728 -31 -1.1% Q1 2026 Apr 17, 2026
Firestone Capital Management History Added to 2,805 298 0.06% 0.06% 729 +11 0.39% Q1 2026 May 08, 2026
Private Wealth Asset Management, LLC History No change 2,806 298 0.03% 0.03% 730 0 0.0% Q1 2026 May 06, 2026
Jefferies Financial Group Inc. History Added to 2,780 296 0.0% 0.0% 733 +900 47.87% Q1 2026 May 07, 2026
NTV ASSET MANAGEMENT LLC History Reduced 2,768 294 0.03% 0.04% 735 -418 -13.12% Q1 2026 Apr 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 2,765 294 0.01% 0.01% 734 -200 -6.75% Q1 2026 May 15, 2026
BDFS Capital LLC History Reduced 2,764 294 0.14% 0.15% 736 -25 -0.9% Q1 2026 Apr 15, 2026
Maia Wealth LLC History Reduced 2,718 289 0.05% 0.05% 737 -252 -8.48% Q1 2026 May 08, 2026
CULLEN/FROST BANKERS, INC. History Reduced 2,714 288 0.0% 0.01% 738 -1,758 -39.31% Q1 2026 May 05, 2026
XTX Topco Ltd History Reduced 2,703 287 0.0% 0.01% 740 -84 -3.01% Q1 2026 May 15, 2026
Hills Bank & Trust Co History No change 2,702 287 0.01% 0.02% 739 0 0.0% Q1 2026 May 01, 2026
SHUFRO ROSE & CO LLC History New 2,694 286 0.02% — 741 +2,694 New Q1 2026 May 15, 2026
Integris Wealth Management, LLC History Reduced 2,685 285 0.07% 0.07% 742 -242 -8.27% Q1 2026 Apr 10, 2026
CX Institutional History Reduced 2,658 283 0.01% 0.03% 744 -8,193 -75.5% Q1 2026 Apr 06, 2026
High Falls Advisors, Inc History No change 2,653 283 0.06% 0.06% 743 0 0.0% Q4 2025 Feb 18, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,640 281 0.02% 0.02% 745 0 0.0% Q1 2026 Apr 14, 2026
KEYVANTAGE WEALTH, LLC History Reduced 2,623 279 0.12% 0.12% 746 -4 -0.15% Q1 2026 May 05, 2026
Sequent Planning LLC History New 2,618 278 0.07% — 747 +2,618 New Q1 2026 Apr 21, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 2,601 277 0.5% 0.53% 748 0 0.0% Q1 2026 Apr 14, 2026
Kovack Advisors, Inc. History Reduced 2,599 276 0.01% 0.01% 749 -67 -2.51% Q1 2026 May 12, 2026
VERITY Wealth Advisors History No change 2,568 273 0.18% 0.17% 750 0 0.0% Q1 2026 Apr 09, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 2,568 273 0.03% 0.03% 751 0 0.0% Q1 2026 May 04, 2026
Essential Planning, LLC. History Reduced 2,546 271 0.09% 0.09% 752 -94 -3.56% Q1 2026 Apr 22, 2026
Hidden Cove Wealth Management, LLC History No change 2,545 271 0.17% 0.18% 753 0 0.0% Q1 2026 Apr 21, 2026
PROFFITT & GOODSON INC History Added to 2,544 270 0.04% 0.04% 754 +21 0.83% Q1 2026 May 06, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,504 266 0.03% — 757 +2,504 New Q1 2026 Apr 23, 2026
LPWM LLC History New 2,501 266 0.07% — 756 +2,501 New Q1 2026 Apr 08, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,501 266 0.02% 0.02% 755 0 0.0% Q1 2026 May 06, 2026
Strategic Financial Concepts, LLC History New 2,587 265 0.07% — 759 +2,587 New Q1 2026 May 12, 2026
Sowell Financial Services LLC History Added to 2,491 265 0.01% 0.01% 758 +105 4.4% Q1 2026 Apr 20, 2026
Atlas Legacy Advisors, LLC History Reduced 2,485 264 0.05% 0.05% 761 -148 -5.62% Q1 2026 May 11, 2026
Main Street Financial Solutions, LLC History No change 2,483 264 0.02% 0.02% 760 0 0.0% Q4 2025 Feb 17, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 2,467 262 0.21% 0.31% 762 -1,200 -32.72% Q1 2026 Apr 16, 2026
Capital Advisors, Ltd. LLC History No change 2,452 261 0.03% 0.03% 763 0 0.0% Q1 2026 Apr 16, 2026
Winthrop Advisory Group LLC History Added to 2,439 259 0.02% 0.02% 764 +44 1.84% Q1 2026 Apr 13, 2026
Targeted Financial Services LLC History New 2,403 255 0.21% — 767 +2,403 New Q1 2026 Apr 15, 2026
Omnia Family Wealth, LLC History No change 2,403 255 0.08% 0.08% 765 0 0.0% Q1 2026 May 07, 2026
Lodestone Wealth Management LLC History No change 2,398 255 0.1% 0.1% 766 0 0.0% Q1 2026 May 01, 2026
Elevated Financial Group LLC History No change 2,386 254 0.08% 0.09% 768 0 0.0% Q1 2026 May 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 2,388 253 0.01% 0.01% 769 -1,099 -31.52% Q1 2026 Apr 28, 2026
White & Co Financial Planning Inc History Added to 2,384 253 0.18% 0.18% 770 +107 4.7% Q1 2026 May 06, 2026
Robertson Stephens Wealth Management, LLC History No change 2,373 252 0.01% 0.01% 771 0 0.0% Q1 2026 Apr 28, 2026
Nautilus Advisors LLC History No change 2,370 252 0.17% 0.16% 772 0 0.0% Q1 2026 Apr 17, 2026
SUTTON PLACE INVESTORS LLC History No change 2,354 250 0.14% 0.14% 773 0 0.0% Q1 2026 Apr 22, 2026
Embree Financial Group History Added to 2,342 249 0.03% 0.03% 775 +10 0.43% Q1 2026 Apr 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,346 249 0.01% 0.0% 774 0 0.0% Q1 2026 May 15, 2026
Rialto Wealth Management, LLC History No change 2,335 248 0.06% 0.06% 776 0 0.0% Q1 2026 May 14, 2026
Jaffetilchin Investment Partners, LLC History No change 2,317 246 0.01% 0.01% 777 0 0.0% Q1 2026 May 13, 2026
BCS Wealth Management History Reduced 2,292 244 0.05% 0.05% 778 -2,292 -50.0% Q1 2026 Apr 17, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 2,285 243 0.04% 0.05% 779 -644 -21.99% Q1 2026 May 01, 2026
Pasadena Private Wealth, LLC History Reduced 2,278 242 0.03% 1.23% 780 -82,788 -97.32% Q1 2026 Apr 22, 2026
Symphony Financial, Ltd. Co. History New 2,265 241 0.03% — 782 +2,265 New Q1 2026 Apr 30, 2026
Portfolio Design Labs, LLC History No change 2,266 241 0.04% 0.04% 781 0 0.0% Q1 2026 May 11, 2026
FIRST COMMUNITY TRUST NA History Reduced 2,240 238 0.18% 2.44% 783 -28,422 -92.69% Q1 2026 Apr 16, 2026
Wealth Advisory Solutions, LLC History No change 2,222 236 0.05% 0.06% 784 0 0.0% Q1 2026 Apr 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 2,209 235 0.0% 0.0% 785 -1,530 -40.92% Q1 2026 May 13, 2026
CROBAN History Reduced 2,200 234 0.11% 0.17% 786 -1,194 -35.18% Q1 2026 May 12, 2026
Split Rock Private Trading & Wealth Management, LLC History New 2,175 231 0.18% — 788 +2,175 New Q1 2026 Apr 28, 2026
Westside Investment Management, Inc. History No change 2,172 231 0.04% 0.04% 787 0 0.0% Q1 2026 May 04, 2026
MCF Advisors LLC History Reduced 2,167 230 0.01% 0.01% 789 -25 -1.14% Q1 2026 May 11, 2026
Veery Capital, LLC History New 2,137 227 0.07% — 793 +2,137 New Q1 2026 Apr 09, 2026
Conrad Siegel Investment Advisors, Inc. History New 2,135 227 0.04% — 794 +2,135 New Q1 2026 Apr 13, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 2,133 227 0.05% 0.05% 791 +36 1.72% Q1 2026 May 05, 2026
Gemmer Asset Management LLC History Added to 2,132 227 0.02% 0.02% 790 +10 0.47% Q1 2026 Apr 22, 2026
Lansing Street Advisors History Added to 2,134 227 0.06% 0.06% 792 +8 0.38% Q1 2026 Apr 28, 2026
Rossby Financial, LCC History Added to 2,127 226 0.05% 0.01% 795 +1,762 482.74% Q1 2026 May 11, 2026
Integrity Advisory Solutions, LLC History New 2,121 225 0.03% — 796 +2,121 New Q1 2026 May 11, 2026
Smartleaf Asset Management LLC History Reduced 2,092 222 0.01% 0.01% 797 -698 -25.02% Q1 2026 May 15, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 2,080 221 0.1% 0.11% 798 0 0.0% Q1 2026 May 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 2,068 220 0.02% 0.04% 799 -1,728 -45.52% Q1 2026 Apr 23, 2026
One Wealth Advisors, LLC History Reduced 2,062 219 0.03% 0.04% 800 -871 -29.7% Q1 2026 Apr 21, 2026
Northstar Financial Companies, Inc. History No change 2,014 214 0.17% 0.17% 801 0 0.0% Q1 2026 May 05, 2026
VCI Wealth Management LLC History Reduced 2,004 213 0.06% 0.07% 804 -262 -11.56% Q1 2026 Apr 21, 2026
Goldstone Financial Group, LLC History Added to 2,004 213 0.02% 0.02% 805 +6 0.3% Q1 2026 Apr 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,000 213 0.02% 0.02% 802 0 0.0% Q1 2026 May 11, 2026
Sage Mountain Advisors LLC History No change 2,000 213 0.01% 0.01% 803 0 0.0% Q1 2026 May 11, 2026
Keel Point, LLC History No change 1,994 212 0.01% 0.01% 806 0 0.0% Q4 2025 Feb 12, 2026
High Probability Advisors, LLC History No change 1,971 209 0.03% 0.03% 807 0 0.0% Q1 2026 Apr 10, 2026
ZEVIN ASSET MANAGEMENT LLC History Reduced 1,962 208 0.03% 0.09% 808 -4,579 -70.0% Q1 2026 May 07, 2026
Curtis Advisory Group, LLC History Added to 1,958 208 0.04% 0.04% 809 +8 0.41% Q1 2026 May 08, 2026
Fiduciary Alliance LLC History Reduced 1,946 207 0.01% 0.01% 810 -82 -4.04% Q1 2026 Apr 20, 2026
Foundation Wealth Management, LLC\PA History No change 1,949 207 0.07% 0.08% 811 0 0.0% Q1 2026 Apr 21, 2026
FIRST HAWAIIAN BANK History No change 1,935 206 0.03% 0.03% 812 0 0.0% Q1 2026 Apr 13, 2026
Uptown Financial Advisors LLC History No change 1,935 206 0.16% 0.15% 813 0 0.0% Q1 2026 Apr 13, 2026
Bigelow Investment Advisors, LLC History New 1,931 205 0.08% — 815 +1,931 New Q1 2026 Apr 23, 2026
Bedel Financial Consulting, Inc. History New 1,925 205 0.02% — 816 +1,925 New Q1 2026 May 04, 2026
CALTON & ASSOCIATES, INC. History Reduced 1,928 205 0.03% 0.04% 814 -451 -18.96% Q1 2026 May 13, 2026
Geneos Wealth Management Inc. History No change 1,907 203 0.0% 0.0% 817 0 0.0% Q1 2026 May 04, 2026
FIRST INTERSTATE BANK History No change 1,895 201 0.01% 0.01% 818 0 0.0% Q1 2026 Apr 29, 2026
AssuredPartners Investment Advisors, LLC History New 1,882 200 0.02% — 820 +1,882 New Q1 2026 Apr 10, 2026
Jessup Wealth Management, Inc History No change 1,884 200 0.07% 0.07% 819 0 0.0% Q1 2026 May 15, 2026
Pandora Wealth, Inc. History No change 1,800 192 0.12% 0.12% 821 0 0.0% Q4 2025 Feb 04, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,699 180 0.04% 0.04% 822 +8 0.47% Q1 2026 May 01, 2026
BLUELINE ADVISORS LLC History New 1,604 170 0.13% — 823 +1,604 New Q1 2026 Apr 07, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 1,584 168 0.02% 0.07% 824 -5,250 -76.82% Q1 2026 Apr 23, 2026
Measured Wealth Private Client Group, LLC History No change 1,577 167 0.05% 0.04% 825 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History No change 1,483 157 0.14% 0.15% 826 0 0.0% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History No change 1,427 151 0.02% 0.02% 827 0 0.0% Q1 2026 May 15, 2026
Independence Bank of Kentucky History No change 1,365 145 0.02% 0.02% 828 0 0.0% Q1 2026 Apr 30, 2026
PRIVATE TRUST CO NA History Reduced 1,357 144 0.01% 0.04% 829 -2,724 -66.75% Q1 2026 Apr 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,300 138 0.03% 0.03% 830 0 0.0% Q1 2026 Apr 22, 2026
Integrity Financial Corp /WA History Reduced 1,245 132 0.07% 0.1% 831 -680 -35.32% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History Reduced 1,044 111 0.01% 0.01% 832 -24 -2.25% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 945 100 0.0% — 834 +945 New Q1 2026 Apr 23, 2026
HUNTINGTON NATIONAL BANK History Added to 948 100 0.0% 0.0% 833 +164 20.92% Q1 2026 May 15, 2026
Bank of Jackson Hole Trust History No change 903 96 0.05% 0.05% 835 0 0.0% Q1 2026 May 12, 2026
WFA of San Diego, LLC History No change 894 95 0.08% 0.07% 836 0 0.0% Q1 2026 May 11, 2026
VALLEY WEALTH MANAGERS, INC. History No change 806 85 0.01% 0.01% 837 0 0.0% Q1 2026 May 06, 2026
Collier Financial History Added to 781 83 0.06% 0.06% 838 +4 0.51% Q1 2026 May 11, 2026
DT Investment Partners, LLC History Added to 772 82 0.01% 0.01% 839 +44 6.04% Q1 2026 May 14, 2026
Vision Retirement, LLC History Reduced 762 81 0.02% 0.05% 841 -990 -56.51% Q1 2026 May 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 763 81 0.01% 0.01% 840 0 0.0% Q1 2026 Apr 10, 2026
HHM Wealth Advisors, LLC History No change 700 74 0.01% 0.01% 842 0 0.0% Q1 2026 Apr 17, 2026
POM Investment Strategies, LLC History New 663 70 0.09% — 844 +663 New Q1 2026 May 11, 2026
Capital Investment Counsel, Inc History No change 659 70 0.01% 0.01% 843 0 0.0% Q1 2026 Apr 21, 2026
Field & Main Bank History No change 651 69 0.02% 0.02% 845 0 0.0% Q1 2026 Apr 10, 2026
MOTCO History No change 637 67 0.01% 0.01% 846 0 0.0% Q1 2026 Apr 22, 2026
Pacifica Partners Inc. History No change 625 66 0.02% 0.03% 847 0 0.0% Q1 2026 Apr 09, 2026
Cassaday & Co Wealth Management LLC History New 570 60 0.0% — 848 +570 New Q1 2026 May 07, 2026
Stone House Investment Management, LLC History Reduced 528 56 0.01% 0.01% 849 -160 -23.26% Q1 2026 Apr 22, 2026
Monetary Solutions, Ltd History Added to 512 54 0.05% 0.05% 850 +2 0.39% Q1 2026 May 01, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 471 50 0.02% 0.02% 851 0 0.0% Q1 2026 Apr 15, 2026
ATLAS CAPITAL ADVISORS INC. History New 463 49 0.01% — 852 +463 New Q1 2026 May 11, 2026
Bernard Wealth Management Corp. History No change 450 47 0.02% 0.02% 853 0 0.0% Q1 2026 May 14, 2026
10Elms LLP History No change 435 46 0.03% 0.04% 854 0 0.0% Q1 2026 May 15, 2026
MASECO LLP History New 403 42 0.0% — 855 +403 New Q1 2026 Apr 21, 2026
Signature Equity Partners, LLC History Added to 375 39 0.02% 0.02% 856 +20 5.63% Q1 2026 May 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 329 35 0.01% 0.01% 857 0 0.0% Q1 2026 Apr 27, 2026
SouthState Bank Corp History No change 321 34 0.0% 0.0% 858 0 0.0% Q1 2026 May 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 293 31 0.0% 0.0% 859 +267 1026.92% Q1 2026 May 01, 2026
Greykasell Wealth Strategies, Inc. History No change 294 31 0.01% 0.01% 860 0 0.0% Q1 2026 May 07, 2026
Cornerstone Planning Group LLC History Added to 264 28 0.0% 0.0% 861 +59 28.78% Q1 2026 May 06, 2026
AdvisorNet Financial, Inc History No change 256 27 0.0% 0.0% 862 0 0.0% Q1 2026 Apr 17, 2026
Longview Financial Advisors LLC History Reduced 250 26 0.01% 0.16% 863 -2,561 -91.11% Q1 2026 Apr 20, 2026
VALLEY NATIONAL ADVISERS INC History Added to 226 24 0.0% 0.0% 865 +141 165.88% Q1 2026 Apr 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 234 24 0.0% 0.0% 864 0 0.0% Q1 2026 May 14, 2026
Financial Network Wealth Advisors LLC History Reduced 218 23 0.02% 0.03% 866 -25 -10.29% Q1 2026 May 14, 2026
Global Wealth Strategies & Associates History New 214 22 0.01% — 867 +214 New Q1 2026 Apr 03, 2026
Frisco Financial Planning LLC History New 210 22 0.02% — 868 +210 New Q1 2026 May 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 200 21 0.0% 0.0% 869 0 0.0% Q1 2026 May 11, 2026
Caldwell Trust Co History No change 201 21 0.0% 0.0% 870 0 0.0% Q1 2026 Apr 22, 2026
Lloyd Advisory Services, LLC. History New 189 20 0.01% — 872 +189 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History No change 189 20 0.01% 0.01% 871 0 0.0% Q1 2026 May 13, 2026
TRUST CO OF VERMONT History No change 160 17 0.0% 0.0% 873 0 0.0% Q4 2025 Jan 16, 2026
Mascoma Wealth Management LLC History Reduced 145 15 0.0% 0.01% 875 -164 -53.07% Q1 2026 Apr 30, 2026
ABOUND FINANCIAL, LLC History Reduced 146 15 0.01% 0.01% 876 -118 -44.7% Q1 2026 May 01, 2026
Balentine LLC History No change 144 15 0.0% 0.0% 874 0 0.0% Q1 2026 Apr 24, 2026
Johnson Financial Group, Inc. History Reduced 133 14 0.0% 0.01% 877 -1,750 -92.94% Q1 2026 May 07, 2026
VANGUARD ADVISERS INC History New 129 13 0.0% — 878 +129 New Q1 2026 May 08, 2026
Retirement Wealth Solutions LLC History Added to 117 12 0.01% 0.01% 880 +1 0.86% Q1 2026 Apr 07, 2026
Transamerica Financial Advisors, LLC History No change 114 12 0.0% 0.0% 879 0 0.0% Q1 2026 May 15, 2026
Holos Integrated Wealth LLC History No change 118 12 0.01% 0.01% 881 0 0.0% Q1 2026 Apr 08, 2026
Joseph Group Capital Management History New 97 10 0.0% — 882 +97 New Q1 2026 May 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 89 9 0.0% 0.0% 883 -145 -61.97% Q1 2026 Apr 23, 2026
Bell Investment Advisors, Inc History New 64 6 0.0% — 885 +64 New Q1 2026 Apr 17, 2026
EPG Wealth Management LLC History No change 61 6 0.0% 0.0% 884 0 0.0% Q1 2026 May 07, 2026
Quest 10 Wealth Builders, Inc. History No change 56 5 0.0% 0.0% 886 0 0.0% Q1 2026 May 06, 2026
Crews Bank & Trust History New 39 4 0.0% — 887 +39 New Q1 2026 May 13, 2026
SOFI WEALTH, LLC History Reduced 30 3 0.0% 0.01% 892 -1,111 -97.37% Q1 2026 May 05, 2026
DUNCKER STREETT & CO INC History No change 31 3 0.0% 0.0% 888 0 0.0% Q1 2026 Apr 29, 2026
EASTERN BANK History No change 31 3 0.0% 0.0% 889 0 0.0% Q1 2026 Apr 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 36 3 0.0% 0.0% 890 0 0.0% Q1 2026 May 07, 2026
Clarity Asset Management, Inc. History No change 30 3 0.0% 0.0% 891 0 0.0% Q1 2026 May 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 28 2 0.0% — 894 +28 New Q1 2026 May 15, 2026
DHJJ Financial Advisors, Ltd. History New 24 2 0.0% — 893 +24 New Q1 2026 Apr 09, 2026
ASHTON THOMAS SECURITIES, LLC History New 14 1 0.0% — 896 +14 New Q1 2026 May 18, 2026
Plante Moran Financial Advisors, LLC History New 12 1 0.0% — 897 +12 New Q1 2026 May 05, 2026
Vermillion Wealth Management, Inc. History No change 18 1 0.0% 0.0% 895 0 0.0% Q1 2026 Apr 17, 2026
John A. Wolfe & Associates, Inc. History Closed out 0 0 — 0.15% — -486,884 -100.0% Q1 2026 May 04, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.03% — -82,048 -100.0% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 — 0.0% — -33,872 -100.0% Q1 2026 May 12, 2026
Dynasty Wealth Management, LLC History Closed out 0 0 — 0.03% — -25,820 -100.0% Q1 2026 May 14, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.04% — -17,232 -100.0% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -13,754 -100.0% Q1 2026 Apr 29, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.05% — -13,595 -100.0% Q1 2026 May 14, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.04% — -8,967 -100.0% Q1 2026 May 12, 2026
Jordan Park Group LLC History Closed out 0 0 — 0.05% — -8,329 -100.0% Q1 2026 May 11, 2026
New World Advisors LLC History Closed out 0 0 — 0.13% — -7,355 -100.0% Q1 2026 Apr 27, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.01% — -6,871 -100.0% Q1 2026 Apr 08, 2026
Lineweaver Wealth Advisors, LLC History Closed out 0 0 — 0.09% — -6,231 -100.0% Q1 2026 Apr 08, 2026
SP Asset Management LLC History Closed out 0 0 — 0.05% — -5,625 -100.0% Q1 2026 May 06, 2026
Quadrant Private Wealth Management, LLC History Closed out 0 0 — 0.09% — -5,414 -100.0% Q1 2026 May 06, 2026
London & Capital Asset Management Ltd History Closed out 0 0 — 0.01% — -4,798 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -4,567 -100.0% Q1 2026 Apr 23, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -4,441 -100.0% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Closed out 0 0 — 0.01% — -3,504 -100.0% Q1 2026 May 12, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.01% — -3,467 -100.0% Q1 2026 May 15, 2026
Venturi Wealth Management, LLC History Closed out 0 0 — 0.02% — -3,206 -100.0% Q1 2026 Apr 21, 2026
BURLING WEALTH PARTNERS, LLC History Closed out 0 0 — 0.04% — -2,710 -100.0% Q1 2026 May 08, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.01% — -2,618 -100.0% Q1 2026 May 01, 2026
TruWealth Advisors, LLC History Closed out 0 0 — 0.01% — -2,524 -100.0% Q1 2026 Apr 09, 2026
Wellspring Financial Advisors, LLC History Closed out 0 0 — 0.02% — -2,413 -100.0% Q1 2026 May 15, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -2,240 -100.0% Q1 2026 May 20, 2026
THRYVE WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.12% — -2,210 -100.0% Q1 2026 May 14, 2026
Agate Pass Investment Management, LLC History Closed out 0 0 — 0.08% — -2,141 -100.0% Q1 2026 Apr 07, 2026
Pacific Park Financial, Inc. History Closed out 0 0 — 0.14% — -2,138 -100.0% Q1 2026 Apr 21, 2026
Modern Wealth Management, LLC History Closed out 0 0 — 0.0% — -2,103 -100.0% Q1 2026 May 14, 2026
Wealth Dimensions Group, Ltd. History Closed out 0 0 — 0.04% — -2,035 -100.0% Q1 2026 May 11, 2026
Columbus Macro, LLC History Closed out 0 0 — 0.02% — -1,993 -100.0% Q1 2026 Apr 21, 2026
Legacy Wealth Partners, LLC History Closed out 0 0 — 0.05% — -1,916 -100.0% Q1 2026 Apr 17, 2026
Shotwell Rutter Baer Inc History Closed out 0 0 — 0.12% — -1,873 -100.0% Q1 2026 Apr 21, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3 0 — 0.0% — -402 -99.26% Q1 2026 May 07, 2026
Boreal Capital Management LLC History Closed out 0 0 — 0.03% — -400 -100.0% Q1 2026 May 14, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -306 -100.0% Q1 2026 May 04, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -90 -100.0% Q1 2026 May 06, 2026
Viewpoint Capital Management LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q1 2026 Apr 17, 2026
Community Financial Services Group, LLC History New 4 0 — — — +4 New Q1 2026 Apr 08, 2026
Activest Wealth Management History New 3 0 — — — +3 New Q1 2026 Apr 15, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 12, 2026
Concord Wealth Partners History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 01, 2026
TFC Financial Management, Inc. History Closed out 0 0 — — — -1 -100.0% Q1 2026 Apr 23, 2026
Midwest Capital Advisors, LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 24, 2026