UNILEVER PLC - UL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
WELLINGTON MANAGEMENT GROUP LLP History Added to 39,930,443 2,274,837 0.42% 0.36% 1 +8,378,511 26.55% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 21,266,788 1,211,568 0.41% 0.46% 2 +608,050 2.94% Q1 2026 May 05, 2026
GQG Partners LLC History Added to 9,401,286 535,591 0.85% 0.97% 3 +382,436 4.24% Q1 2026 May 12, 2026
MORGAN STANLEY History Added to 9,359,595 533,216 0.03% 0.03% 4 +603,633 6.89% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,661,426 379,501 0.03% 0.03% 5 +937,346 16.38% Q1 2026 May 15, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 6,122,449 348,795 0.27% 0.31% 6 0 0.0% Q1 2026 May 13, 2026
Clearbridge Investments, LLC History Added to 5,636,063 321,086 0.28% 0.29% 7 +112,207 2.03% Q1 2026 May 13, 2026
FMR LLC History Added to 5,563,094 316,929 0.02% 0.02% 8 +979,721 21.38% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 4,608,789 262,562 0.03% 0.03% 9 +519,212 12.7% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,519,601 257,481 0.07% 0.06% 10 +1,647,672 57.37% Q1 2026 May 04, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,458,780 254,016 0.05% 0.06% 11 -197,800 -4.25% Q1 2026 May 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,384,941 249,843 0.05% 0.06% 12 +2,089 0.05% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,171,926 237,675 0.07% 0.07% 13 +555,323 15.35% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 3,791,862 216,023 0.02% 0.02% 14 +724,211 23.61% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 3,659,488 208,481 0.68% 0.89% 15 -449,139 -10.93% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 3,403,807 193,915 0.03% 0.03% 16 +406,610 13.57% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 3,153,230 189,130 0.01% 0.01% 17 +661,962 26.57% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 2,794,600 159,208 0.26% 0.04% 18 +2,433,625 674.18% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 2,648,148 150,877 0.29% 0.3% 19 +39,851 1.53% Q1 2026 May 01, 2026
Cullen Capital Management, LLC History Added to 2,647,695 150,839 1.55% 1.56% 20 +460,904 21.08% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 2,617,390 149,112 0.46% 0.53% 21 -106,230 -3.9% Q1 2026 May 15, 2026
Hamlin Capital Management, LLC History Added to 2,440,645 139,043 3.36% 3.65% 22 +116,372 5.01% Q1 2026 Apr 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,439,946 139,003 0.07% 0.08% 23 -34,914 -1.41% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,321,399 132,250 0.0% 0.0% 24 +13,056 0.57% Q1 2026 May 13, 2026
NORGES BANK History No change 2,018,759 132,026 0.01% 0.01% 25 0 0.0% Q4 2025 Feb 10, 2026
FIDUCIARY MANAGEMENT INC /WI/ History Reduced 2,294,923 130,741 1.62% 1.85% 26 -273,795 -10.66% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 2,095,206 119,363 0.02% 0.02% 27 -300 -0.01% Q1 2026 May 14, 2026
EQUITY INVESTMENT CORP History Added to 1,950,151 111,100 2.18% 2.43% 28 +106,917 5.8% Q1 2026 May 04, 2026
Saratoga Research & Investment Management History Added to 1,873,359 106,725 6.06% 6.35% 29 +20,264 1.09% Q1 2026 May 07, 2026
FEDERATED HERMES, INC. History Added to 1,840,334 104,843 0.17% 0.15% 30 +423,226 29.87% Q1 2026 May 11, 2026
LPL Financial LLC History Added to 1,632,782 93,019 0.02% 0.02% 31 +295,856 22.13% Q1 2026 May 06, 2026
CITADEL ADVISORS LLC History Added to 1,589,860 90,574 0.01% 0.01% 32 +585,368 58.28% Q1 2026 May 15, 2026
Munich Reinsurance Co Stock Corp in Munich History Added to 1,554,524 88,561 2.18% 1.97% 33 +320,304 25.95% Q1 2026 Apr 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,536,274 87,530 0.15% 0.15% 34 +365,045 31.17% Q1 2026 May 14, 2026
EVERETT HARRIS & CO /CA/ History Reduced 1,407,521 80,186 1.03% 1.12% 35 -12,366 -0.87% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,412,236 79,169 0.13% 0.17% 36 -166,507 -10.55% Q1 2026 May 05, 2026
NATIXIS ADVISORS, LLC History Added to 1,378,988 78,561 0.11% 0.1% 37 +294,069 27.11% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,373,912 78,271 0.18% 0.04% 38 +1,125,404 452.86% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,195,386 70,967 0.03% 0.0% 39 +1,126,402 1632.85% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History New 1,177,936 67,107 0.1% 40 +1,177,936 New Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 1,072,339 61,091 0.01% 0.0% 41 +943,935 735.13% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History New 1,072,089 61,076 0.07% 42 +1,072,089 New Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 979,488 55,801 0.09% 0.09% 43 +1,410 0.14% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 977,288 55,695 0.01% 0.01% 44 -35,033 -3.46% Q1 2026 May 15, 2026
UBS Group AG History Reduced 921,720 52,510 0.01% 0.01% 45 -69,076 -6.97% Q1 2026 May 05, 2026
TRUIST FINANCIAL CORP History Added to 900,153 51,281 0.07% 0.08% 46 +14,529 1.64% Q1 2026 Apr 27, 2026
Aristotle Capital Management, LLC History New 852,836 48,532 0.1% 47 +852,836 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 843,228 48,038 0.01% 0.01% 48 +56,138 7.13% Q1 2026 May 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 819,579 46,691 0.21% 0.03% 49 +635,161 344.41% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 806,055 45,920 0.04% 0.04% 50 +113,135 16.33% Q1 2026 May 12, 2026
First Eagle Investment Management, LLC History Added to 805,940 45,914 0.08% 0.08% 51 +128,556 18.98% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 799,799 45,564 0.01% 0.01% 52 -52,939 -6.21% Q1 2026 May 15, 2026
SATURNA CAPITAL CORP History Added to 794,310 45,251 0.63% 0.5% 53 +218,767 38.01% Q1 2026 May 11, 2026
JENNISON ASSOCIATES LLC History Reduced 760,163 43,306 0.03% 0.06% 54 -758,806 -49.96% Q1 2026 May 06, 2026
FIRST TRUST ADVISORS LP History Added to 728,489 41,502 0.03% 0.03% 55 +8,116 1.13% Q1 2026 May 13, 2026
1832 Asset Management L.P. History Added to 722,824 41,179 0.04% 0.03% 56 +29,264 4.22% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 721,300 41,092 0.1% 0.09% 57 +154,001 27.15% Q1 2026 Apr 22, 2026
COOKE & BIELER LP History Added to 716,276 40,806 0.46% 0.39% 58 +141,166 24.55% Q1 2026 May 04, 2026
MILLENNIUM MANAGEMENT LLC History Added to 662,619 37,749 0.02% 0.0% 59 +586,854 774.57% Q1 2026 May 15, 2026
Advisors Capital Management, LLC History Added to 651,915 37,139 0.43% 0.47% 60 +37,425 6.09% Q1 2026 May 01, 2026
Cerity Partners LLC History Added to 646,629 36,838 0.05% 0.06% 61 +20,906 3.34% Q1 2026 May 15, 2026
CAPITAL ADVISORS INC/OK History Added to 635,401 36,198 0.58% 0.65% 62 +21,845 3.56% Q1 2026 Apr 27, 2026
PEAK6 LLC History New 633,715 36,102 0.08% 63 +633,715 New Q1 2026 May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 622,231 35,448 0.4% 0.45% 64 +67,123 12.09% Q1 2026 Apr 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 617,579 35,183 0.22% 0.22% 65 +60,219 10.8% Q1 2026 May 15, 2026
Chevy Chase Trust Holdings, LLC History Added to 588,719 33,539 0.1% 0.1% 66 +33,016 5.94% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 577,035 32,872 0.12% 0.19% 67 -191,180 -24.89% Q1 2026 May 13, 2026
St. James Investment Company, LLC History Added to 567,404 32,325 5.06% 5.94% 68 +1,541 0.27% Q1 2026 May 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 537,041 30,595 0.08% 0.08% 69 +67,677 14.42% Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 511,213 29,123 0.1% 0.11% 70 -34,600 -6.34% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Added to 494,446 28,168 0.04% 0.0% 71 +475,146 2461.9% Q1 2026 May 15, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 467,584 27,397 0.91% 0.99% 72 -16,895 -3.49% Q1 2026 May 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 469,819 26,765 0.4% 0.46% 73 -7,581 -1.59% Q1 2026 May 12, 2026
River Road Asset Management, LLC History Reduced 446,188 25,419 0.29% 0.32% 74 -6,299 -1.39% Q1 2026 Apr 30, 2026
BANK OF MONTREAL /CAN/ History Added to 442,342 25,200 0.01% 0.01% 75 +56,325 14.59% Q1 2026 May 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 441,992 25,155 0.02% 0.03% 76 +7,844 1.81% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 439,869 25,050 0.04% 0.06% 77 -257,723 -36.94% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 435,630 24,817 0.03% 0.03% 78 +24,431 5.94% Q1 2026 May 05, 2026
SEI INVESTMENTS CO History Added to 432,737 24,652 0.02% 0.03% 79 +9,367 2.21% Q1 2026 May 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 426,531 24,299 0.1% 80 +426,531 New Q1 2026 May 15, 2026
Cardinal Capital Management, Inc. History Added to 415,717 23,683 0.64% 0.77% 81 +32,659 8.53% Q1 2026 Apr 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 406,678 23,168 0.01% 0.01% 82 +3,240 0.8% Q1 2026 May 08, 2026
Sustainable Growth Advisers, LP History Reduced 405,570 23,105 0.22% 0.2% 83 -34,450 -7.83% Q1 2026 May 11, 2026
Creative Planning History Reduced 405,108 23,079 0.02% 0.02% 84 -10,313 -2.48% Q1 2026 May 12, 2026
ASSETMARK, INC History Added to 399,144 22,739 0.05% 0.05% 85 +60,827 17.98% Q1 2026 May 06, 2026
Quantinno Capital Management LP History Added to 360,274 20,524 0.03% 0.04% 86 +42,152 13.25% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 349,916 19,934 0.02% 0.02% 87 +27,295 8.46% Q1 2026 May 13, 2026
Compagnie Lombard Odier SCmA History Reduced 346,666 19,749 0.24% 0.25% 88 -1,777 -0.51% Q1 2026 Apr 15, 2026
MAR VISTA INVESTMENT PARTNERS LLC History Added to 344,958 19,652 1.97% 2.03% 89 +8,491 2.52% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 341,633 19,462 0.0% 0.0% 90 +310,781 1007.33% Q1 2026 May 13, 2026
GRANDFIELD & DODD, LLC History Reduced 340,169 19,379 1.09% 1.27% 91 -2,908 -0.85% Q1 2026 May 07, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 332,133 18,921 0.41% 0.45% 92 -1,082 -0.32% Q1 2026 Apr 30, 2026
Cheviot Value Management, LLC History Reduced 331,886 18,907 1.9% 2.17% 93 -131 -0.04% Q1 2026 May 12, 2026
Mariner, LLC History Reduced 319,661 18,224 0.02% 0.03% 94 -27,365 -7.89% Q1 2026 May 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 311,418 17,741 0.03% 0.0% 95 +308,118 9336.91% Q1 2026 May 15, 2026
CLARK ESTATES INC/NY History Added to 305,000 17,375 4.17% 2.54% 96 +145,000 90.63% Q1 2026 May 11, 2026
Reynders McVeigh Capital Management, LLC History Added to 304,046 17,322 0.87% 0.89% 97 +15,650 5.43% Q1 2026 Apr 27, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 303,034 17,263 0.0% 0.0% 98 +42,577 16.35% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 300,677 17,129 0.02% 0.03% 99 -2,862 -0.94% Q1 2026 Apr 27, 2026
MANAGED ASSET PORTFOLIOS, LLC History Reduced 296,017 16,864 2.02% 2.37% 100 -3,746 -1.25% Q1 2026 May 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 291,190 16,589 0.05% 0.05% 101 -29,619 -9.23% Q1 2026 May 04, 2026
D. E. Shaw & Co., Inc. History Added to 285,791 16,281 0.01% 0.01% 102 +104,423 57.58% Q1 2026 May 15, 2026
Alpha Cubed Investments, LLC History No change 242,595 15,865 0.54% 0.54% 103 0 0.0% Q4 2025 Feb 03, 2026
Capital International Investors History Added to 263,396 15,798 0.0% 0.0% 104 +50,642 23.8% Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 266,729 15,195 0.26% 0.03% 105 +250,431 1536.58% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 255,168 14,536 0.01% 0.01% 106 +76,235 42.61% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Reduced 252,938 14,410 0.51% 0.61% 107 -2,367 -0.93% Q1 2026 May 13, 2026
Holocene Advisors, LP History Added to 250,000 14,242 0.03% 0.01% 108 +200,000 400.0% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 237,564 13,534 0.07% 0.08% 109 +21,304 9.85% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Added to 235,855 13,436 0.02% 0.02% 110 +9,496 4.2% Q1 2026 May 14, 2026
Canoe Financial LP History Reduced 234,548 13,174 0.18% 0.3% 111 -101,600 -30.22% Q1 2026 Apr 22, 2026
Crossmark Global Holdings, Inc. History New 223,889 12,755 0.19% 112 +223,889 New Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Added to 220,603 12,567 0.01% 0.02% 113 +7,424 3.48% Q1 2026 May 08, 2026
ZEVIN ASSET MANAGEMENT LLC History Reduced 219,009 12,476 1.73% 1.93% 114 -1,541 -0.7% Q1 2026 May 07, 2026
Y-Intercept (Hong Kong) Ltd History Added to 218,910 12,471 0.24% 0.02% 115 +205,604 1545.2% Q1 2026 Apr 27, 2026
Vident Advisory, LLC History Added to 214,063 12,195 0.1% 0.1% 116 +48,112 28.99% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Added to 215,938 12,089 0.04% 0.02% 117 +163,314 310.34% Q1 2026 May 12, 2026
QV Investors Inc. History Reduced 211,883 12,071 0.98% 1.19% 118 -10,900 -4.89% Q1 2026 Apr 22, 2026
ProVise Management Group, LLC History Added to 205,906 11,730 0.84% 0.91% 119 +9,538 4.86% Q1 2026 May 06, 2026
YACKTMAN ASSET MANAGEMENT LP History Added to 200,113 11,400 0.15% 0.18% 120 +4,310 2.2% Q1 2026 May 01, 2026
M. Kulyk & Associates, LLC History Added to 193,973 11,050 2.06% 2.27% 121 +12,500 6.89% Q1 2026 May 06, 2026
SCS Capital Management LLC History Reduced 191,828 11,015 0.12% 0.14% 122 -5,580 -2.83% Q1 2026 May 11, 2026
Focus Partners Wealth History Added to 191,789 10,931 0.01% 0.01% 123 +12,951 7.24% Q1 2026 May 14, 2026
&PARTNERS History Added to 185,894 10,632 0.05% 0.06% 124 +23,308 14.34% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History New 184,405 10,505 0.01% 125 +184,405 New Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 183,652 10,462 0.0% 0.0% 126 +179,219 4042.84% Q1 2026 May 14, 2026
Eldred Rock Partners, LLC History Added to 183,151 10,434 2.66% 2.48% 127 +45,746 33.29% Q1 2026 Apr 08, 2026
Wallace Capital Management Inc. History Reduced 181,557 10,343 1.19% 1.51% 128 -9,635 -5.04% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 180,136 10,264 0.02% 0.02% 129 +596 0.33% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 178,526 10,170 0.04% 0.05% 130 -27,471 -13.34% Q1 2026 May 13, 2026
Modera Wealth Management, LLC History Reduced 176,542 10,057 0.12% 0.14% 131 -8,786 -4.74% Q1 2026 May 06, 2026
Orion Porfolio Solutions, LLC History Reduced 171,588 9,775 0.08% 0.08% 132 -5,073 -2.87% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Added to 170,240 9,698 0.05% 0.04% 133 +54,206 46.72% Q1 2026 May 05, 2026
TWO SIGMA INVESTMENTS, LP History Added to 167,839 9,561 0.01% 0.01% 134 +106,869 175.28% Q1 2026 May 15, 2026
Matthew Goff Investment Advisor, LLC History New 165,660 9,437 1.57% 135 +165,660 New Q1 2026 Apr 16, 2026
FRANKLIN RESOURCES INC History Reduced 163,981 9,342 0.0% 0.01% 136 -193,865 -54.18% Q1 2026 May 13, 2026
Boston Common Asset Management, LLC History Reduced 163,605 9,320 0.6% 0.67% 137 -7,068 -4.14% Q1 2026 May 07, 2026
Neuberger Berman Group LLC History Added to 154,854 8,822 0.01% 0.01% 138 +2,845 1.87% Q1 2026 May 14, 2026
Keystone Financial Planning, Inc. History New 152,882 8,709 2.33% 139 +152,882 New Q1 2026 Apr 09, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 151,111 8,608 0.65% 0.85% 140 +940 0.63% Q1 2026 May 13, 2026
American Assets Investment Management, LLC History No change 151,111 8,608 0.58% 0.68% 141 0 0.0% Q1 2026 May 11, 2026
Janney Capital Management LLC History No change 128,040 8,374 0.53% 0.53% 142 0 0.0% Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 146,540 8,348 0.09% 0.1% 143 +15,509 11.84% Q1 2026 Apr 27, 2026
Cresset Asset Management, LLC History Added to 144,983 8,336 0.04% 0.04% 144 +4,909 3.5% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 145,419 8,284 0.03% 0.04% 145 +2,955 2.07% Q1 2026 May 14, 2026
GUARDIAN CAPITAL LP History Added to 145,046 8,263 0.22% 0.27% 146 +4,404 3.13% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 144,856 8,252 0.2% 0.22% 147 +10,711 7.98% Q1 2026 Apr 29, 2026
Pathstone Holdings, LLC History Added to 139,198 7,948 0.03% 0.03% 148 +5,534 4.14% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 240,395 7,846 0.02% 0.02% 149 +50,603 26.66% Q1 2026 Apr 08, 2026
Northside Capital Management, LLC History Reduced 136,502 7,776 0.68% 0.82% 150 -8,446 -5.83% Q1 2026 Apr 10, 2026
US BANCORP \DE\ History Reduced 136,307 7,765 0.01% 0.01% 151 -986 -0.72% Q1 2026 May 14, 2026
One Capital Management, LLC History Added to 135,826 7,738 0.21% 0.25% 152 +9,059 7.15% Q1 2026 May 12, 2026
ROCKLAND TRUST CO History New 134,824 7,680 0.31% 153 +134,824 New Q1 2026 Apr 16, 2026
LOWE BROCKENBROUGH & CO INC History Added to 132,154 7,528 0.38% 0.42% 154 +2,594 2.0% Q1 2026 May 07, 2026
Systematic Alpha Investments, LLC History No change 131,449 7,488 0.26% 0.0% 155 0 0.0% Q1 2026 May 18, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 130,749 7,448 0.01% 156 +130,749 New Q1 2026 May 15, 2026
NICHOLAS COMPANY, INC. History Reduced 129,768 7,392 0.15% 0.15% 157 -1 -0.0% Q1 2026 May 04, 2026
CITIGROUP INC History Reduced 126,625 7,213 0.0% 0.0% 158 -1,815 -1.41% Q1 2026 May 11, 2026
Windle Wealth, LLC History Added to 125,915 7,173 3.03% 3.55% 159 +4,653 3.84% Q1 2026 May 11, 2026
Destination Wealth Management History Added to 125,462 7,147 0.19% 0.21% 160 +3,090 2.53% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 122,544 6,981 0.05% 0.06% 161 +75 0.06% Q1 2026 May 15, 2026
Moran Wealth Management, LLC History Added to 118,560 6,754 0.21% 0.19% 162 +23,784 25.09% Q1 2026 Apr 27, 2026
Kestra Advisory Services, LLC History Added to 114,004 6,494 0.02% 0.03% 163 +3,705 3.36% Q1 2026 Apr 30, 2026
Hilton Capital Management, LLC History Added to 112,238 6,394 0.48% 0.54% 164 +2,614 2.38% Q1 2026 May 14, 2026
LOGAN CAPITAL MANAGEMENT INC History New 111,861 6,372 0.28% 165 +111,861 New Q1 2026 May 08, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 111,309 6,346 0.84% 0.65% 166 +33,376 42.83% Q1 2026 Apr 09, 2026
Clean Yield Group History Reduced 110,247 6,280 1.77% 2.1% 167 -5,183 -4.49% Q1 2026 Apr 14, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 102,850 6,168 0.09% 0.09% 168 -157 -0.15% Q1 2026 Apr 30, 2026
ADVOCATE GROUP LLC History Added to 108,002 6,152 0.96% 1.12% 169 +1,826 1.72% Q1 2026 Apr 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 107,625 6,131 0.12% 0.14% 170 -547 -0.51% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 106,979 6,095 0.02% 0.02% 171 -2,215 -2.03% Q1 2026 Apr 30, 2026
Empowered Funds, LLC History New 106,770 6,082 0.04% 172 +106,770 New Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History Added to 105,396 6,004 0.07% 0.08% 173 +1,411 1.36% Q1 2026 May 15, 2026
Martin Capital Partners, LLC History Added to 105,391 6,004 2.23% 2.58% 174 +457 0.44% Q1 2026 Apr 07, 2026
Squarepoint Ops LLC History Added to 103,920 5,920 0.01% 0.0% 175 +69,144 198.83% Q1 2026 May 15, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Reduced 102,783 5,855 0.74% 0.88% 176 -2 -0.0% Q1 2026 May 15, 2026
ALERUS FINANCIAL NA History New 102,522 5,840 0.29% 177 +102,522 New Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Added to 102,245 5,824 0.03% 0.03% 178 +23,845 30.41% Q1 2026 Apr 15, 2026
Beacon Pointe Advisors, LLC History Added to 101,465 5,780 0.03% 0.03% 179 +25,625 33.79% Q1 2026 May 15, 2026
CWM, LLC History Reduced 101,422 5,778 0.02% 0.02% 180 -1,653 -1.6% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 99,386 5,662 0.06% 0.06% 181 +19,462 24.35% Q1 2026 May 05, 2026
NewSquare Capital LLC History Reduced 99,155 5,648 0.49% 0.58% 182 -989 -0.99% Q1 2026 May 08, 2026
Ethic Inc. History Added to 98,895 5,634 0.09% 0.09% 183 +8,959 9.96% Q1 2026 Apr 27, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 98,086 5,587 0.8% 0.9% 184 -20 -0.02% Q1 2026 May 14, 2026
Portland Global Advisors LLC History Reduced 97,453 5,551 0.59% 0.68% 185 -59 -0.06% Q1 2026 May 11, 2026
Stablepoint Partners, LLC History Added to 97,229 5,539 0.82% 0.95% 186 +4,551 4.91% Q1 2026 Apr 30, 2026
Bleakley Financial Group, LLC History Added to 97,216 5,538 0.09% 0.1% 187 +8,250 9.27% Q1 2026 May 04, 2026
WCG Wealth Advisors LLC History Added to 96,368 5,490 0.15% 0.17% 188 +2,898 3.1% Q1 2026 May 12, 2026
NorthCrest Asset Manangement, LLC History Reduced 98,890 5,483 0.17% 0.19% 189 -36,239 -26.82% Q1 2026 Apr 08, 2026
DJE Kapital AG History New 102,506 5,468 0.12% 190 +102,506 New Q1 2026 May 08, 2026
NORTHSTAR ASSET MANAGEMENT INC History Reduced 95,426 5,436 1.67% 2.96% 191 -80,036 -45.61% Q1 2026 May 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 95,416 5,435 0.35% 0.28% 192 +2,582 2.78% Q1 2026 May 08, 2026
Walleye Capital LLC History Reduced 95,200 5,423 0.02% 0.02% 193 -11,701 -10.95% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 94,737 5,310 0.05% 0.06% 194 +7,001 7.98% Q1 2026 Apr 07, 2026
HENNESSY ADVISORS INC History Added to 92,744 5,283 0.19% 0.19% 195 +11,300 13.87% Q1 2026 Apr 21, 2026
Allen Capital Group, LLC History No change 80,565 5,268 0.48% 0.48% 196 0 0.0% Q4 2025 Feb 09, 2026
Coston, McIsaac & Partners History Reduced 92,174 5,251 1.19% 1.4% 197 -118 -0.13% Q1 2026 Apr 22, 2026
Holowesko Partners Ltd. History New 92,100 5,246 1.47% 198 +92,100 New Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 91,771 5,232 0.01% 0.01% 199 +13,303 16.95% Q1 2026 May 14, 2026
Hamilton Point Investment Advisors, LLC History Reduced 90,755 5,220 0.8% 0.91% 200 -632 -0.69% Q1 2026 May 06, 2026
Sanders Capital, LLC History Reduced 91,535 5,214 0.01% 0.01% 202 -6,800 -6.92% Q1 2026 May 14, 2026
SHUFRO ROSE & CO LLC History Added to 91,523 5,214 0.35% 0.4% 201 +163 0.18% Q1 2026 May 15, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 90,571 5,159 0.53% 0.59% 203 +20,260 28.81% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 90,453 5,153 0.03% 0.03% 204 +7,463 8.99% Q1 2026 May 08, 2026
Evelyn Partners Asset Management Ltd History Added to 90,070 5,131 1.26% 1.36% 205 +1,225 1.38% Q1 2026 May 15, 2026
PINKERTON WEALTH, LLC History Reduced 78,176 5,112 0.47% 0.53% 206 -976 -1.23% Q1 2026 Apr 09, 2026
Walleye Trading LLC History Reduced 89,100 5,076 0.01% 0.01% 207 -18,600 -17.27% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Added to 88,895 5,064 0.01% 0.0% 208 +73,710 485.41% Q1 2026 May 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 88,836 5,060 0.29% 0.34% 209 -1,507 -1.67% Q1 2026 Apr 17, 2026
World Investment Advisors History Added to 87,463 4,982 0.08% 0.09% 210 +5,764 7.06% Q1 2026 Apr 27, 2026
Lorne Steinberg Wealth Management Inc. History Reduced 86,595 4,933 1.17% 1.3% 211 -13 -0.02% Q1 2026 May 07, 2026
Tevis Investment Management History New 85,405 4,911 2.8% 212 +85,405 New Q1 2026 May 01, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 84,002 4,785 1.26% 1.45% 213 +1,839 2.24% Q1 2026 Apr 09, 2026
XML Financial, LLC History Reduced 83,670 4,766 0.38% 0.48% 214 -5,874 -6.56% Q1 2026 Apr 16, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 83,013 4,729 0.59% 0.77% 215 -2,837 -3.3% Q1 2026 Apr 16, 2026
BENJAMIN EDWARDS INC History Added to 82,782 4,715 0.05% 0.04% 216 +24,990 43.24% Q1 2026 May 12, 2026
Atlantic Union Bankshares Corp History Added to 81,108 4,620 0.09% 0.08% 217 +15,820 24.23% Q1 2026 May 12, 2026
Aquatic Capital Management LLC History New 80,307 4,575 0.13% 218 +80,307 New Q1 2026 May 15, 2026
SHERMAN PORFOLIOS, LLC History Added to 79,609 4,535 0.35% 0.32% 219 +8,133 11.38% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 69,277 4,530 0.01% 0.01% 220 0 0.0% Q4 2025 Feb 17, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 78,662 4,481 0.45% 0.31% 221 +30,331 62.76% Q1 2026 Apr 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 77,300 4,403 0.01% 0.02% 222 -9,335 -10.78% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Reduced 75,798 4,361 0.12% 0.23% 223 -58,412 -43.52% Q1 2026 May 14, 2026
Gradient Investments LLC History New 76,404 4,352 0.07% 224 +76,404 New Q1 2026 Apr 13, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 74,266 4,230 0.24% 0.27% 225 +39,393 112.96% Q1 2026 Apr 22, 2026
ROYCE & ASSOCIATES LP History Added to 74,000 4,215 0.04% 0.04% 226 +15,334 26.14% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 72,659 4,139 0.04% 0.05% 227 -10,618 -12.75% Q1 2026 May 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 71,005 4,091 0.09% 0.12% 228 -11,187 -13.61% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 71,450 4,070 0.01% 0.01% 229 +13,527 23.35% Q1 2026 Apr 24, 2026
Euro Pacific Asset Management, LLC History Reduced 66,552 4,008 0.4% 0.48% 230 -214 -0.32% Q1 2026 May 06, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 68,778 3,956 0.12% 0.13% 231 +134 0.2% Q1 2026 May 11, 2026
Gilman Hill Asset Management, LLC History Added to 69,055 3,934 0.59% 0.68% 232 +3,114 4.72% Q1 2026 Apr 08, 2026
Third View Private Wealth, LLC History Added to 68,750 3,916 0.54% 0.57% 233 +3,724 5.73% Q1 2026 Apr 15, 2026
Baker Chad R History Added to 68,437 3,898 0.74% 0.56% 234 +20,780 43.6% Q1 2026 Apr 17, 2026
EASTERN BANK History New 67,719 3,857 0.07% 235 +67,719 New Q1 2026 Apr 07, 2026
MOTCO History Reduced 66,459 3,786 0.35% 0.4% 236 -847 -1.26% Q1 2026 Apr 22, 2026
HEADINVEST, LLC History Reduced 66,067 3,763 0.77% 0.89% 237 -2,369 -3.46% Q1 2026 May 15, 2026
Timber Creek Capital Management LLC History Added to 65,961 3,757 0.91% 0.98% 238 +1,300 2.01% Q1 2026 Apr 28, 2026
Capital Investment Counsel, LLC History Added to 65,903 3,754 0.51% 0.59% 239 +1,015 1.56% Q1 2026 Apr 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 65,336 3,722 0.12% 0.13% 240 +3,898 6.34% Q1 2026 Apr 27, 2026
Slocum, Gordon & Co LLP History Reduced 64,942 3,699 2.52% 3.1% 241 -548 -0.84% Q1 2026 Apr 15, 2026
CIBC Private Wealth Group LLC History No change 53,795 3,518 0.01% 0.01% 242 0 0.0% Q4 2025 Feb 12, 2026
Aperture Investors, LLC History Added to 61,691 3,514 0.44% 0.19% 243 +36,641 146.27% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Reduced 61,024 3,476 0.04% 0.07% 244 -26,820 -30.53% Q1 2026 Apr 20, 2026
HEARTLAND ADVISORS INC History Added to 60,941 3,471 0.18% 0.21% 245 +1,150 1.92% Q1 2026 May 06, 2026
IFP Advisors, Inc History Added to 60,912 3,470 0.07% 0.08% 246 +8,490 16.2% Q1 2026 Apr 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 60,726 3,459 0.1% 0.12% 247 -207 -0.34% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Added to 60,384 3,440 0.04% 0.04% 248 +1,289 2.18% Q1 2026 May 13, 2026
BTC Capital Management, Inc. History Added to 60,284 3,434 0.23% 0.22% 249 +11,966 24.77% Q1 2026 Apr 20, 2026
Advisory Services Network, LLC History Added to 59,971 3,416 0.05% 0.04% 250 +15,981 36.33% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 59,564 3,393 0.07% 0.05% 251 +23,987 67.42% Q1 2026 Apr 27, 2026
Private Advisor Group, LLC History Reduced 58,083 3,308 0.02% 0.02% 252 -678 -1.15% Q1 2026 Apr 24, 2026
RHUMBLINE ADVISERS History Added to 57,902 3,299 0.0% 0.0% 253 +3,112 5.68% Q1 2026 May 12, 2026
Acumen Wealth Advisors, LLC History Reduced 56,863 3,274 0.88% 1.18% 255 -5,856 -9.34% Q1 2026 May 13, 2026
Dynamic Advisor Solutions LLC History Reduced 57,482 3,274 0.1% 0.12% 254 -20 -0.03% Q1 2026 Apr 08, 2026
DAVIS-REA LTD. History Added to 57,339 3,267 0.85% 0.8% 256 +8,451 17.29% Q1 2026 Apr 30, 2026
MGO ONE SEVEN LLC History Added to 57,170 3,256 0.07% 0.08% 257 +709 1.26% Q1 2026 May 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 56,703 3,230 0.48% 0.64% 258 -57,183 -50.21% Q1 2026 Apr 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 54,760 3,201 0.18% 260 +54,760 New Q1 2026 Apr 17, 2026
Mutual Advisors, LLC History Added to 56,203 3,201 0.07% 0.07% 259 +3,456 6.55% Q1 2026 May 01, 2026
GFS Advisors, LLC History Reduced 30,000 3,184 0.41% 0.93% 261 -89,696 -74.94% Q1 2026 Apr 30, 2026
BEACON FINANCIAL GROUP History Added to 55,188 3,144 0.31% 0.35% 262 +1,302 2.42% Q1 2026 Apr 30, 2026
CHOREO, LLC History Added to 53,884 3,098 0.04% 0.04% 263 +7,178 15.37% Q1 2026 May 12, 2026
CIBC Bancorp USA Inc. History New 54,155 3,090 0.0% 264 +54,155 New Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Added to 53,861 3,068 0.04% 0.04% 265 +1,248 2.37% Q1 2026 Apr 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 53,307 3,036 0.0% 0.01% 266 -2,477 -4.44% Q1 2026 May 15, 2026
HALL LAURIE J TRUSTEE History Added to 52,947 3,016 1.06% 1.11% 267 +1,745 3.41% Q1 2026 Apr 06, 2026
Argent Trust Co History Added to 52,880 3,012 0.1% 0.12% 268 +1,340 2.6% Q1 2026 May 13, 2026
apricus wealth, LLC History Reduced 52,201 2,973 1.45% 1.75% 269 -97 -0.19% Q1 2026 Apr 22, 2026
VICTORY CAPITAL MANAGEMENT INC History New 52,106 2,968 0.0% 270 +52,106 New Q1 2026 May 15, 2026
Tweedy, Browne Co LLC History Reduced 51,693 2,944 0.23% 0.29% 271 -3,681 -6.65% Q1 2026 May 06, 2026
GABELLI FUNDS LLC History Reduced 51,577 2,938 0.02% 0.02% 272 -3,532 -6.41% Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History Added to 51,518 2,935 0.02% 0.03% 273 +4,453 9.46% Q1 2026 Apr 07, 2026
Old Port Advisors History Added to 51,391 2,927 0.67% 0.8% 274 +1,518 3.04% Q1 2026 Apr 06, 2026
Callan Family Office, LLC History Reduced 50,480 2,875 0.07% 0.08% 275 -3,618 -6.69% Q1 2026 May 13, 2026
JPL Wealth Management, LLC History Reduced 49,911 2,843 0.65% 0.8% 276 -447 -0.89% Q1 2026 May 08, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 49,772 2,835 1.58% 1.72% 277 +1,217 2.51% Q1 2026 Apr 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 49,662 2,829 0.0% 0.0% 278 +2,550 5.41% Q1 2026 May 07, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 49,559 2,823 0.08% 0.09% 279 +1,060 2.19% Q1 2026 May 12, 2026
Grey Ledge Advisors, LLC History No change 49,348 2,811 0.63% 0.73% 280 0 0.0% Q1 2026 Apr 20, 2026
HB Wealth Management, LLC History Reduced 49,317 2,809 0.02% 0.02% 281 -3,135 -5.98% Q1 2026 Apr 27, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 48,499 2,793 0.06% 0.08% 282 -9,681 -16.64% Q1 2026 May 15, 2026
Beacon Bank & Trust History Reduced 48,240 2,748 0.56% 0.7% 283 -4,608 -8.72% Q1 2026 Apr 28, 2026
Verdence Capital Advisors LLC History Added to 48,093 2,739 0.16% 0.17% 284 +4,205 9.58% Q1 2026 Apr 30, 2026
Strategic Advisors LLC History Reduced 47,594 2,711 0.45% 0.49% 285 -16 -0.03% Q1 2026 May 14, 2026
COURIER CAPITAL LLC History Reduced 46,913 2,672 0.15% 0.18% 286 -1,112 -2.32% Q1 2026 Apr 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 46,551 2,652 0.04% 0.04% 287 +5,369 13.04% Q1 2026 May 13, 2026
Naviter Wealth, LLC History Added to 45,908 2,640 0.33% 0.37% 288 +2,205 5.05% Q1 2026 Apr 10, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 45,057 2,590 0.19% 0.22% 289 -54 -0.12% Q1 2026 Apr 20, 2026
CIBC Asset Management Inc History Added to 45,439 2,572 0.01% 0.0% 290 +20,468 81.97% Q1 2026 May 12, 2026
Guardian Partners Inc. History Reduced 44,618 2,548 0.21% 0.26% 291 -1,150 -2.51% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 44,177 2,516 0.01% 0.01% 292 +7,993 22.09% Q1 2026 Apr 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 42,691 2,490 0.02% 0.03% 293 -2,078 -4.64% Q1 2026 Apr 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 43,385 2,471 0.51% 0.61% 294 -648 -1.47% Q1 2026 Apr 20, 2026
Redmond Asset Management, LLC History Reduced 43,238 2,463 0.67% 0.75% 295 -1,773 -3.94% Q1 2026 May 06, 2026
Pathway Financial Advisers, LLC History Added to 43,090 2,454 0.69% 0.74% 296 +3,804 9.68% Q1 2026 Apr 23, 2026
D.A. DAVIDSON & CO. History Added to 42,687 2,431 0.01% 0.02% 297 +3,611 9.24% Q1 2026 May 05, 2026
IEQ CAPITAL, LLC History Reduced 42,463 2,419 0.01% 0.01% 298 -8,348 -16.43% Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 42,396 2,415 0.06% 0.08% 299 -11,714 -21.65% Q1 2026 Apr 30, 2026
TrueMark Investments, LLC History Added to 42,108 2,398 0.47% 0.34% 300 +14,615 53.16% Q1 2026 Apr 20, 2026
OPAL CAPITAL LLC History Added to 42,108 2,398 0.42% 0.45% 301 +14,595 53.05% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Reduced 41,798 2,381 0.02% 0.02% 302 -83 -0.2% Q1 2026 Apr 15, 2026
Portside Wealth Group, LLC History Reduced 41,737 2,377 0.32% 0.37% 303 -650 -1.53% Q1 2026 May 12, 2026
SIGNATUREFD, LLC History Reduced 41,562 2,367 0.04% 0.04% 304 -543 -1.29% Q1 2026 Apr 07, 2026
Caprock Group, LLC History Added to 40,764 2,345 0.06% 0.06% 305 +723 1.81% Q1 2026 May 11, 2026
GLENMEDE TRUST CO NA History No change 35,848 2,344 0.01% 0.01% 306 0 0.0% Q4 2025 Feb 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 40,983 2,334 0.31% 0.33% 307 +2,266 5.85% Q1 2026 May 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 40,705 2,326 0.05% 0.04% 309 +27,966 219.53% Q1 2026 Apr 27, 2026
Haverford Trust Co History Reduced 40,838 2,326 0.02% 0.02% 308 -1,575 -3.71% Q1 2026 May 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 40,791 2,323 0.01% 0.01% 310 -14,318 -25.98% Q1 2026 Apr 29, 2026
Pavion Blue Capital, LLC History Reduced 39,654 2,259 0.98% 1.08% 311 -51 -0.13% Q1 2026 May 06, 2026
Royal Palms Capital LLC History Reduced 39,359 2,242 2.22% 3.21% 312 -1,988 -4.81% Q1 2026 May 07, 2026
Financial Gravity Asset Management, Inc. History Added to 39,298 2,238 0.4% 0.48% 313 +807 2.1% Q1 2026 May 08, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 39,116 2,225 0.04% 0.07% 314 +17,093 77.61% Q1 2026 May 01, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 38,836 2,212 1.22% 1.33% 315 +4,278 12.38% Q1 2026 Apr 23, 2026
Columbus Macro, LLC History Added to 38,566 2,197 0.23% 0.27% 316 +878 2.33% Q1 2026 Apr 21, 2026
Carolina Wealth Advisors, LLC History Added to 38,179 2,175 0.91% 0.02% 317 +37,353 4522.15% Q1 2026 Apr 07, 2026
Vise Technologies, Inc. History No change 33,196 2,171 0.04% 0.04% 318 0 0.0% Q1 2026 Apr 21, 2026
MAI Capital Management History Added to 38,041 2,167 0.01% 0.01% 319 +1,614 4.43% Q1 2026 May 15, 2026
REGATTA CAPITAL GROUP, LLC History Added to 37,952 2,162 0.33% 0.36% 320 +1,961 5.45% Q1 2026 Apr 15, 2026
Cardinal Capital Management History Added to 37,585 2,161 0.28% 0.32% 321 +419 1.13% Q1 2026 Apr 08, 2026
NATURAL INVESTMENTS, LLC History Added to 37,871 2,157 0.53% 0.59% 322 +1,690 4.67% Q1 2026 May 01, 2026
Pinnacle Financial Partners, Inc. History Added to 37,757 2,151 0.02% 0.02% 323 +5,759 18.0% Q1 2026 May 14, 2026
DIVERSIFIED MANAGEMENT INC History Added to 37,479 2,135 0.37% 0.1% 324 +31,043 482.33% Q1 2026 Apr 09, 2026
PINNACLE ASSOCIATES LTD History Added to 37,235 2,121 0.03% 0.03% 325 +4,451 13.58% Q1 2026 Apr 21, 2026
Moors & Cabot, Inc. History Reduced 37,121 2,114 0.09% 0.12% 326 -5,272 -12.44% Q1 2026 May 08, 2026
Summit Trail Advisors, LLC History Added to 36,980 2,106 0.03% 0.01% 327 +26,871 265.81% Q1 2026 May 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 36,476 2,078 0.65% 0.69% 328 +3,057 9.15% Q1 2026 May 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 36,414 2,074 0.15% 0.18% 329 -3,077 -7.79% Q1 2026 Apr 28, 2026
Kennon-Green & Company, LLC History Reduced 36,340 2,070 1.7% 2.01% 330 -2,313 -5.98% Q1 2026 Apr 27, 2026
Baird Financial Group, Inc. History Reduced 36,238 2,064 0.0% 0.01% 331 -33,789 -48.25% Q1 2026 May 14, 2026
HF Advisory Group, LLC History Added to 35,800 2,039 0.69% 0.71% 333 +4,565 14.62% Q1 2026 Apr 21, 2026
Arvest Bank Trust Division History Added to 35,793 2,039 0.11% 0.13% 332 +413 1.17% Q1 2026 May 13, 2026
DV Trading LLC History Added to 35,716 2,034 0.05% 0.02% 334 +22,154 163.35% Q1 2026 May 15, 2026
Catalyst Capital Advisors LLC History No change 35,567 2,026 0.04% 0.05% 335 0 0.0% Q1 2026 May 06, 2026
TRUST CO OF VERMONT History No change 30,618 2,002 0.08% 0.08% 336 0 0.0% Q4 2025 Jan 16, 2026
SkyOak Wealth, LLC History Reduced 35,022 1,995 0.37% 0.42% 337 -801 -2.24% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 30,253 1,978 0.04% 0.04% 338 0 0.0% Q4 2025 Feb 06, 2026
Anchor Investment Management, LLC History Reduced 34,418 1,960 0.16% 0.19% 339 -1,414 -3.95% Q1 2026 May 01, 2026
DEUTSCHE BANK AG\ History Reduced 34,381 1,958 0.0% 0.0% 340 -10,619 -23.6% Q1 2026 May 06, 2026
44 WEALTH MANAGEMENT LLC History Reduced 34,282 1,953 0.68% 0.77% 341 -620 -1.78% Q1 2026 May 15, 2026
FULTON BANK, N.A. History Added to 34,241 1,950 0.07% 0.05% 342 +10,435 43.83% Q1 2026 Apr 24, 2026
NORDEN GROUP LLC History Reduced 34,014 1,937 0.19% 0.23% 343 -2,133 -5.9% Q1 2026 Apr 15, 2026
Lido Advisors, LLC History Added to 33,556 1,920 0.01% 0.0% 344 +11,766 54.0% Q1 2026 May 13, 2026
Dakota Wealth Management History Reduced 33,417 1,903 0.04% 0.04% 345 -1,655 -4.72% Q1 2026 May 07, 2026
Aviso Financial Inc. History Added to 32,849 1,871 0.07% 0.08% 346 +1,795 5.78% Q1 2026 May 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 32,713 1,863 0.03% 0.05% 347 -12,917 -28.31% Q1 2026 Apr 20, 2026
Callahan Advisors, LLC History New 32,651 1,860 0.16% 349 +32,651 New Q1 2026 May 12, 2026
OPPENHEIMER & CO INC History Reduced 32,660 1,860 0.02% 0.03% 348 -2,840 -8.0% Q1 2026 Apr 23, 2026
STATE STREET CORP History No change 32,014 1,841 0.0% 0.0% 350 0 0.0% Q1 2026 May 15, 2026
Auxano Advisors, LLC History Added to 31,762 1,809 0.36% 0.37% 351 +2,919 10.12% Q1 2026 May 01, 2026
Arkadios Wealth Advisors History Added to 31,179 1,776 0.03% 0.02% 352 +17,918 135.12% Q1 2026 May 18, 2026
Three Bridge Wealth Advisors, LLC History Reduced 30,837 1,773 0.49% 0.57% 353 -2,170 -6.57% Q1 2026 May 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 30,936 1,762 0.01% 0.01% 354 +7,284 30.8% Q1 2026 May 15, 2026
Nicholas Hoffman & Company, LLC. History Reduced 30,696 1,748 0.04% 0.05% 355 -149 -0.48% Q1 2026 Apr 29, 2026
REGIONS FINANCIAL CORP History New 30,607 1,743 0.01% 356 +30,607 New Q1 2026 May 05, 2026
Lineweaver Wealth Advisors, LLC History Added to 30,544 1,740 0.23% 0.25% 357 +2,377 8.44% Q1 2026 Apr 08, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 29,744 1,694 0.08% 0.02% 358 +23,278 360.01% Q1 2026 Apr 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 29,699 1,691 0.03% 0.03% 359 +2,406 8.82% Q1 2026 May 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 29,655 1,690 0.02% 0.02% 360 -535 -1.77% Q1 2026 May 15, 2026
Optimist Retirement Group LLC History Reduced 29,325 1,670 0.74% 0.99% 361 -3,780 -11.42% Q1 2026 May 11, 2026
Westhampton Capital, LLC History Reduced 29,136 1,659 0.77% 0.9% 362 -88 -0.3% Q1 2026 Apr 16, 2026
Altman Advisors, Inc. History Reduced 29,095 1,657 0.69% 0.72% 363 -13 -0.04% Q1 2026 May 05, 2026
EARNEST PARTNERS LLC History Added to 28,800 1,640 0.01% 0.01% 364 +3,077 11.96% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Added to 28,584 1,628 0.16% 0.14% 365 +7,097 33.03% Q1 2026 May 14, 2026
Ancora Advisors LLC History Added to 28,458 1,621 0.03% 0.04% 366 +783 2.83% Q1 2026 May 15, 2026
Guardian Wealth Management, Inc. History Added to 28,318 1,613 0.88% 1.03% 367 +1,486 5.54% Q1 2026 May 08, 2026
Gibbs Wealth Management History Added to 28,262 1,610 0.21% 0.29% 368 +9,498 50.62% Q1 2026 May 13, 2026
Lester Murray Antman dba SimplyRich History New 28,072 1,599 0.41% 369 +28,072 New Q1 2026 May 01, 2026
Quadcap Wealth Management, LLC History Added to 28,055 1,598 0.18% 0.21% 370 +159 0.57% Q1 2026 May 15, 2026
Voya Financial Advisors, Inc. History Added to 26,770 1,589 0.16% 0.17% 371 +76 0.28% Q1 2026 May 12, 2026
Drexel Morgan & Co. History No change 27,881 1,588 0.23% 0.29% 372 0 0.0% Q1 2026 May 11, 2026
Townsend & Associates, Inc History Added to 27,488 1,578 0.14% 0.15% 373 +479 1.77% Q1 2026 Apr 28, 2026
ICW Investment Advisors LLC History Added to 27,625 1,573 0.57% 0.63% 374 +924 3.46% Q1 2026 May 11, 2026
Long Run Wealth Advisors, LLC History No change 24,048 1,572 0.3% 0.3% 375 0 0.0% Q4 2025 Feb 02, 2026
IMC-Chicago, LLC History New 27,378 1,559 0.0% 376 +27,378 New Q1 2026 May 05, 2026
INTRUST BANK NA History Added to 27,048 1,540 0.13% 0.14% 377 +1,918 7.63% Q1 2026 May 06, 2026
Compound Planning, Inc. History Reduced 26,976 1,536 0.05% 0.06% 378 -5,537 -17.03% Q1 2026 May 14, 2026
RBF Capital, LLC History No change 26,666 1,519 0.07% 0.08% 379 0 0.0% Q1 2026 May 18, 2026
Hedges Asset Management LLC History No change 23,103 1,510 1.06% 1.06% 380 0 0.0% Q4 2025 Jan 27, 2026
Raleigh Capital Management Inc. History Added to 26,199 1,492 0.51% 0.37% 381 +10,781 69.92% Q1 2026 Apr 28, 2026
Dynamic Technology Lab Private Ltd History New 26,051 1,484 0.24% 382 +26,051 New Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History Reduced 26,047 1,483 0.01% 0.01% 383 -1,169 -4.3% Q1 2026 May 11, 2026
First Bank & Trust History Added to 25,985 1,480 0.24% 0.2% 384 +7,133 37.84% Q1 2026 Apr 10, 2026
Prime Capital Investment Advisors, LLC History Reduced 25,687 1,463 0.02% 0.02% 385 -981 -3.68% Q1 2026 May 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 25,191 1,435 0.14% 0.16% 386 -405 -1.58% Q1 2026 Apr 22, 2026
Apollon Wealth Management, LLC History Added to 24,979 1,423 0.02% 0.03% 387 +1,177 4.94% Q1 2026 Apr 22, 2026
Pullen Investment Management, LLC History Reduced 24,899 1,418 0.71% 0.86% 388 -139 -0.56% Q1 2026 Apr 15, 2026
ARVEST INVESTMENTS, INC. History Reduced 24,715 1,408 0.19% 0.23% 389 -525 -2.08% Q1 2026 Apr 14, 2026
Americana Partners, LLC History Reduced 24,606 1,401 0.04% 0.05% 390 -1,152 -4.47% Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 24,393 1,389 0.02% 0.03% 391 -9,612 -28.27% Q1 2026 May 15, 2026
Aaron Wealth Advisors LLC History Added to 24,385 1,389 0.08% 0.07% 392 +4,448 22.31% Q1 2026 Apr 21, 2026
KCM INVESTMENT ADVISORS LLC History No change 24,344 1,386 0.05% 0.05% 393 0 0.0% Q1 2026 May 15, 2026
Pacifica Partners Inc. History New 23,982 1,366 0.45% 394 +23,982 New Q1 2026 Apr 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 23,953 1,364 0.11% 0.08% 395 +8,817 58.25% Q1 2026 May 13, 2026
Abundance Wealth Counselors History Reduced 23,920 1,362 0.2% 0.27% 396 -552 -2.26% Q1 2026 Apr 22, 2026
COMMERCE BANK History Added to 23,897 1,361 0.01% 0.01% 397 +3,662 18.1% Q1 2026 May 11, 2026
Capstone Financial Advisors, Inc. History No change 23,640 1,346 0.07% 0.08% 398 0 0.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 23,490 1,338 0.01% 0.01% 399 +8,026 51.9% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 22,368 1,274 0.02% 0.03% 400 +1,501 7.19% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Reduced 22,199 1,264 0.02% 0.03% 401 -434 -1.92% Q1 2026 May 07, 2026
PCM Encore, LLC History Added to 22,153 1,262 0.26% 0.3% 402 +609 2.83% Q1 2026 May 12, 2026
Marks Group Wealth Management, Inc History Reduced 22,135 1,261 0.12% 0.15% 403 -1,742 -7.3% Q1 2026 May 05, 2026
Value Partners Investments Inc. History Added to 21,960 1,251 0.1% 0.1% 404 +2,043 10.26% Q1 2026 Apr 21, 2026
LOM Asset Management Ltd History Added to 21,686 1,235 0.36% 0.4% 405 +674 3.21% Q1 2026 May 05, 2026
Avidian Wealth Enterprises, LLC History Added to 21,586 1,229 0.04% 0.04% 406 +5,245 32.1% Q1 2026 May 07, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 21,467 1,223 0.67% 0.79% 407 0 0.0% Q1 2026 Apr 29, 2026
Hurley Capital, LLC History Reduced 21,274 1,211 0.65% 0.79% 408 -304 -1.41% Q1 2026 May 06, 2026
Ativo Capital Management LLC History Added to 21,201 1,207 1.05% 1.22% 409 +3 0.01% Q1 2026 May 01, 2026
Smartleaf Asset Management LLC History Added to 19,734 1,183 0.04% 0.04% 410 +3,455 21.22% Q1 2026 May 15, 2026
Creegan & Nassoura Financial Group, LLC History No change 17,954 1,174 0.76% 0.76% 411 0 0.0% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 20,555 1,171 0.01% 0.01% 412 -3,411 -14.23% Q1 2026 May 01, 2026
Keystone Financial Group History Added to 20,434 1,164 0.08% 0.1% 413 +759 3.86% Q1 2026 May 13, 2026
Advisors Asset Management, Inc. History Reduced 20,099 1,145 0.02% 0.02% 414 -2,477 -10.97% Q1 2026 May 15, 2026
Parrish Capital LLC History Added to 19,903 1,133 1.01% 1.11% 415 +1,190 6.36% Q1 2026 Apr 28, 2026
First Affirmative Financial Network History New 19,862 1,131 0.44% 416 +19,862 New Q1 2026 May 11, 2026
Aviance Capital Partners, LLC History Reduced 19,684 1,121 0.13% 0.16% 417 -1,332 -6.34% Q1 2026 May 06, 2026
Narwhal Capital Management History Reduced 19,650 1,119 0.08% 0.09% 418 -9 -0.05% Q1 2026 Apr 23, 2026
TECTONIC ADVISORS LLC History Added to 19,609 1,117 0.06% 0.07% 419 +66 0.34% Q1 2026 Apr 17, 2026
SG Americas Securities, LLC History Reduced 19,554 1,114 0.0% 0.0% 420 -13,568 -40.96% Q1 2026 Apr 16, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 19,539 1,113 0.57% 0.64% 421 0 0.0% Q1 2026 Apr 22, 2026
CRUX WEALTH ADVISORS History Added to 19,424 1,106 0.42% 0.46% 422 +332 1.74% Q1 2026 Apr 24, 2026
Vontobel Holding Ltd. History New 19,216 1,094 0.0% 423 +19,216 New Q1 2026 May 08, 2026
RAELIPSKIE PARTNERSHIP History Added to 19,018 1,083 0.46% 0.38% 424 +5,178 37.41% Q1 2026 Apr 29, 2026
Kimelman & Baird, LLC History No change 18,796 1,070 0.09% 0.09% 425 0 0.0% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 18,619 1,060 0.0% 0.0% 426 +7,511 67.62% Q1 2026 May 14, 2026
Ballentine Partners, LLC History Reduced 18,596 1,059 0.01% 0.02% 427 -171 -0.91% Q1 2026 May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 18,412 1,048 0.01% 0.01% 428 0 0.0% Q1 2026 Apr 24, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History Added to 18,369 1,046 0.57% 0.66% 429 +298 1.65% Q1 2026 Apr 27, 2026
Permanent Capital Management, LP History Added to 17,647 1,040 0.16% 0.22% 430 +26 0.15% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 18,252 1,039 0.03% 0.03% 431 +579 3.28% Q1 2026 Apr 27, 2026
OneDigital Investment Advisors LLC History Added to 18,215 1,037 0.01% 0.01% 432 +490 2.76% Q1 2026 May 08, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 18,034 1,027 0.02% 0.02% 433 +371 2.1% Q1 2026 May 11, 2026
Radnor Capital Management, LLC History Reduced 17,905 1,020 0.15% 0.17% 434 -88 -0.49% Q1 2026 Apr 15, 2026
Berkeley Capital Partners, LLC History Added to 17,864 1,017 0.24% 0.22% 435 +3,338 22.98% Q1 2026 May 06, 2026
Sivia Capital Partners, LLC History Added to 17,852 1,017 0.2% 0.21% 436 +1,823 11.37% Q1 2026 May 12, 2026
GeoWealth Management, LLC History Reduced 17,844 1,016 0.04% 0.04% 437 -142 -0.79% Q1 2026 May 13, 2026
Midwest Trust Co History Reduced 17,831 1,015 0.01% 0.02% 438 -803 -4.31% Q1 2026 May 01, 2026
Hennion & Walsh Asset Management, Inc. History Added to 17,755 1,011 0.03% 0.03% 439 +3,193 21.93% Q1 2026 May 13, 2026
Great Lakes Retirement, Inc. History Added to 17,485 1,005 0.1% 0.11% 440 +1,657 10.47% Q1 2026 May 06, 2026
Savant Capital, LLC History Reduced 17,604 1,002 0.0% 0.01% 441 -4,713 -21.12% Q1 2026 May 04, 2026
Leith Wheeler Investment Counsel Ltd. History Added to 17,587 1,001 0.08% 0.05% 442 +7,421 73.0% Q1 2026 May 07, 2026
Roehl & Yi Investment Advisors, LLC History Added to 17,557 1,000 0.38% 0.45% 443 +181 1.04% Q1 2026 May 14, 2026
Inlet Private Wealth, LLC History No change 17,507 997 0.25% 0.27% 444 0 0.0% Q1 2026 May 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 17,485 996 0.4% 0.46% 445 +392 2.29% Q1 2026 Apr 24, 2026
Columbia Asset Management History Added to 17,449 994 0.19% 0.2% 446 +516 3.05% Q1 2026 Apr 20, 2026
Dorsey & Whitney Trust CO LLC History Reduced 17,414 992 0.05% 0.06% 447 -93 -0.53% Q1 2026 May 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 17,412 991 0.24% 0.28% 448 +318 1.86% Q1 2026 Apr 10, 2026
Rodgers Brothers Inc. History Reduced 17,385 990 0.11% 0.14% 449 -352 -1.98% Q1 2026 May 14, 2026
Choate Investment Advisors History Reduced 17,154 977 0.02% 0.02% 450 -110 -0.64% Q1 2026 May 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Reduced 17,526 973 0.05% 0.1% 451 -4,245 -19.5% Q1 2026 Apr 15, 2026
Smart Money Group LLC History Added to 17,074 972 0.28% 0.29% 452 +1,877 12.35% Q1 2026 May 05, 2026
CMH Wealth Management LLC History New 16,888 971 0.17% 453 +16,888 New Q1 2026 Apr 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 17,038 970 0.3% 0.36% 454 -264 -1.53% Q1 2026 Apr 14, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 16,792 956 0.08% 0.09% 455 +1,164 7.45% Q1 2026 May 13, 2026
GoalVest Advisory LLC History Reduced 16,719 952 0.19% 0.24% 456 -2,104 -11.18% Q1 2026 Apr 13, 2026
HM PAYSON & CO History Added to 16,695 951 0.01% 0.02% 457 +369 2.26% Q1 2026 Apr 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 16,658 949 0.75% 0.9% 458 0 0.0% Q1 2026 May 12, 2026
Strategic Global Advisors, LLC History Added to 16,514 940 0.15% 0.13% 459 +3,340 25.35% Q1 2026 May 15, 2026
Legacy Capital Wealth Partners, LLC History Added to 16,486 939 0.19% 0.23% 460 +155 0.95% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 16,354 931 0.01% 461 +16,354 New Q1 2026 Apr 20, 2026
Tidal Investments LLC History Added to 16,176 921 0.0% 0.0% 462 +3,914 31.92% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 16,157 920 0.01% 0.01% 463 +9,561 144.95% Q1 2026 May 15, 2026
Northstar Group, Inc. History No change 16,099 917 0.13% 0.14% 464 0 0.0% Q1 2026 Apr 28, 2026
Meriwether Wealth & Planning, LLC History Added to 15,984 910 0.5% 0.59% 465 +100 0.63% Q1 2026 Apr 09, 2026
Keystone Financial Services History Added to 15,948 908 0.27% 0.29% 466 +1,324 9.05% Q1 2026 May 06, 2026
Qtron Investments LLC History Reduced 15,734 896 0.12% 0.13% 467 -10 -0.06% Q1 2026 May 15, 2026
Oxbow Advisors, LLC History Reduced 15,716 895 0.08% 0.67% 468 -101,185 -86.56% Q1 2026 Apr 27, 2026
Ellevest, Inc. History Added to 15,725 895 0.12% 0.11% 469 +3,829 32.19% Q1 2026 May 11, 2026
Checchi Capital Advisers, LLC History Added to 15,700 894 0.05% 0.05% 470 +53 0.34% Q1 2026 May 04, 2026
Ausdal Financial Partners, Inc. History Added to 15,661 892 0.04% 0.04% 471 +3,772 31.73% Q1 2026 May 12, 2026
Applied Finance Capital Management, LLC History Added to 15,558 886 0.07% 0.06% 472 +1,990 14.67% Q1 2026 May 04, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 15,411 877 0.01% 0.01% 473 +1,118 7.82% Q1 2026 Apr 01, 2026
AE Wealth Management LLC History Added to 15,384 876 0.0% 0.0% 474 +3,771 32.47% Q1 2026 May 13, 2026
Bollard Group LLC History Reduced 15,314 872 0.03% 0.03% 475 -341 -2.18% Q1 2026 May 14, 2026
Joel Isaacson & Co., LLC History No change 15,244 868 0.03% 0.03% 476 0 0.0% Q1 2026 Apr 22, 2026
Waldron Private Wealth LLC History Reduced 15,147 862 0.03% 0.04% 477 -630 -3.99% Q1 2026 Apr 10, 2026
SevenBridge Financial Group, LLC History Reduced 14,980 860 0.13% 0.17% 478 -650 -4.16% Q1 2026 Apr 23, 2026
GAMMA Investing LLC History Reduced 15,076 858 0.04% 0.05% 479 -289 -1.88% Q1 2026 Apr 06, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 15,055 857 0.43% 0.61% 481 -479 -3.08% Q1 2026 May 08, 2026
EP Wealth Advisors, LLC History Added to 15,043 857 0.0% 0.01% 480 +172 1.16% Q1 2026 May 14, 2026
Limestone Investment Advisors LP History New 15,000 854 0.07% 482 +15,000 New Q1 2026 May 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 14,841 853 0.07% 0.08% 483 -328 -2.16% Q1 2026 Apr 15, 2026
Invesco Ltd. History Added to 14,947 851 0.0% 0.0% 484 +544 3.78% Q1 2026 May 12, 2026
Ascentis Independent Advisors History Added to 14,932 850 0.06% 0.13% 485 +3,062 25.8% Q1 2026 Apr 28, 2026
GUGGENHEIM CAPITAL LLC History Added to 14,907 849 0.01% 0.01% 486 +173 1.17% Q1 2026 May 15, 2026
TWIN CITY PRIVATE WEALTH, LLC History Added to 14,725 846 0.64% 0.72% 487 +127 0.87% Q1 2026 Apr 24, 2026
Future Fund LLC History Added to 14,809 843 0.3% 0.3% 488 +96 0.65% Q1 2026 May 06, 2026
LANE BROTHERS & CO INC History Reduced 14,611 832 0.61% 0.69% 489 -5 -0.03% Q1 2026 May 05, 2026
Wynn Capital, LLC History Reduced 14,557 829 0.43% 0.47% 490 -297 -2.0% Q1 2026 Apr 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 14,413 821 0.02% 0.03% 491 -5,617 -28.04% Q1 2026 May 11, 2026
SYON CAPITAL LLC History Reduced 14,365 818 0.04% 0.06% 492 -4,838 -25.19% Q1 2026 May 13, 2026
Salvus Wealth Management, LLC History Reduced 14,215 809 0.47% 0.55% 494 -882 -5.84% Q1 2026 Apr 10, 2026
Essex Financial Services, Inc. History Reduced 14,217 809 0.05% 0.05% 493 -47 -0.33% Q1 2026 Apr 24, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 14,200 808 0.12% 0.09% 495 +4,432 45.37% Q1 2026 May 01, 2026
Burkett Asset Management Ltd History Reduced 14,121 804 0.79% 1.42% 496 -7,349 -34.23% Q1 2026 May 05, 2026
Everstar Asset Management, LLC History Added to 14,090 802 0.43% 0.19% 497 +8,757 164.2% Q1 2026 Apr 16, 2026
Hartford Funds Management Co LLC History Added to 13,923 793 0.07% 0.07% 498 +728 5.52% Q1 2026 May 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 13,686 779 0.01% 0.02% 499 -5,097 -27.14% Q1 2026 May 08, 2026
LCM Capital Management Inc History Added to 13,672 778 0.39% 0.43% 500 +146 1.08% Q1 2026 Apr 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 13,653 777 0.03% 0.03% 501 +1,218 9.79% Q1 2026 May 14, 2026
Leisure Capital Management History Reduced 13,522 770 0.27% 0.31% 502 -585 -4.15% Q1 2026 May 08, 2026
Curbstone Financial Management Corp History No change 13,508 769 0.15% 0.17% 503 0 0.0% Q1 2026 Apr 15, 2026
Strategic Investment Advisors / MI History New 13,460 766 0.05% 504 +13,460 New Q1 2026 May 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 13,430 765 0.0% 0.0% 505 -31,834 -70.33% Q1 2026 May 12, 2026
Manchester Capital Management LLC History Reduced 13,429 765 0.11% 0.12% 506 -56 -0.42% Q1 2026 May 11, 2026
BAILARD, INC. History Added to 13,414 764 0.02% 0.02% 507 +1,549 13.06% Q1 2026 May 11, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 13,388 762 0.25% 0.29% 508 -196 -1.44% Q1 2026 Apr 22, 2026
WELCH & FORBES LLC History Reduced 13,274 756 0.01% 0.01% 509 -138 -1.03% Q1 2026 May 01, 2026
RWA WEALTH PARTNERS, LLC History Added to 13,254 755 0.01% 0.01% 510 +23 0.17% Q1 2026 May 13, 2026
GREENLEAF TRUST History Reduced 13,229 753 0.01% 0.01% 511 -322 -2.38% Q1 2026 Apr 27, 2026
Blue Trust, Inc. History Added to 13,094 745 0.01% 0.01% 512 +723 5.84% Q1 2026 Apr 20, 2026
Trust Point Inc. History Added to 12,957 738 0.06% 0.03% 513 +7,150 123.13% Q1 2026 Apr 15, 2026
EPG Wealth Management LLC History New 12,878 733 0.2% 514 +12,878 New Q1 2026 May 07, 2026
ALLIANCEBERNSTEIN L.P. History Added to 11,152 729 0.0% 0.0% 515 +4,264 61.9% Q1 2026 May 15, 2026
POTENTIA WEALTH History Added to 12,798 729 0.28% 0.29% 516 +518 4.22% Q1 2026 May 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 12,772 727 0.05% 0.05% 517 +2,236 21.22% Q1 2026 May 12, 2026
First Pacific Financial History Reduced 12,663 721 0.09% 0.11% 518 -185 -1.44% Q1 2026 Apr 23, 2026
Versant Capital Management, Inc History Added to 12,402 706 0.07% 0.1% 519 +117 0.95% Q1 2026 Apr 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 12,356 703 0.01% 0.01% 520 +3,881 45.79% Q1 2026 May 04, 2026
HANCOCK WHITNEY CORP History Added to 12,103 701 0.01% 0.01% 521 +6,917 133.38% Q1 2026 May 15, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 12,200 695 0.02% 0.02% 522 -299 -2.39% Q1 2026 Apr 07, 2026
North Star Investment Management Corp. History Added to 12,174 693 0.04% 0.05% 523 +2 0.02% Q1 2026 Apr 23, 2026
PROFUND ADVISORS LLC History Added to 12,126 690 0.03% 0.01% 524 +8,876 273.11% Q1 2026 Apr 24, 2026
Sigma Planning Corp History Reduced 12,089 688 0.02% 0.02% 525 -529 -4.19% Q1 2026 May 04, 2026
Evelyn Partners Investment Management LLP History No change 12,078 688 0.02% 0.02% 526 0 0.0% Q1 2026 May 15, 2026
HARRELL INVESTMENT PARTNERS, LLC History New 12,044 686 0.16% 529 +12,044 New Q1 2026 Apr 22, 2026
FOX RUN MANAGEMENT, L.L.C. History New 11,449 686 0.12% 528 +11,449 New Q1 2026 May 12, 2026
Raab & Moskowitz Asset Management LLC History No change 12,044 686 0.15% 0.17% 527 0 0.0% Q1 2026 May 21, 2026
NWAM LLC History New 11,942 680 0.04% 530 +11,942 New Q1 2026 May 04, 2026
Robertson Stephens Wealth Management, LLC History Added to 11,677 671 0.02% 0.01% 532 +6,084 108.78% Q1 2026 Apr 28, 2026
EXCALIBUR MANAGEMENT CORP History No change 11,789 671 0.24% 0.28% 531 0 0.0% Q1 2026 May 05, 2026
Modern Wealth Management, LLC History Added to 11,901 667 0.01% 0.01% 533 +222 1.9% Q1 2026 May 14, 2026
V-Square Quantitative Management LLC History Added to 11,609 661 0.07% 0.06% 534 +2,327 25.07% Q1 2026 Apr 27, 2026
Quantbot Technologies LP History New 11,544 657 0.03% 535 +11,544 New Q1 2026 May 13, 2026
Larson Financial Group LLC History Added to 11,467 653 0.02% 0.02% 536 +339 3.05% Q1 2026 May 15, 2026
Israel Discount Bank of New York History New 11,448 652 1.43% 538 +11,448 New Q1 2026 Apr 06, 2026
River Wealth Advisors LLC History Reduced 11,447 652 0.07% 0.09% 537 -989 -7.95% Q1 2026 May 13, 2026
Riverwater Partners LLC History Reduced 11,426 650 0.22% 0.29% 539 -29 -0.25% Q1 2026 May 07, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 11,378 648 0.03% 0.03% 540 -128 -1.11% Q1 2026 Apr 21, 2026
SPWM Advisors LLC History Added to 11,142 645 0.56% 0.6% 542 +1,463 15.12% Q1 2026 May 14, 2026
CEERA INVESTMENTS, LLC History Reduced 11,336 645 0.28% 0.3% 541 -610 -5.11% Q1 2026 May 06, 2026
Abel Hall, LLC History Added to 11,127 633 0.13% 0.08% 544 +5,785 108.29% Q1 2026 Apr 28, 2026
PFG Investments, LLC History Reduced 11,114 633 0.03% 0.04% 543 -261 -2.29% Q1 2026 Apr 27, 2026
Autumn Glory Partners, LLC History Reduced 10,990 626 0.23% 1.34% 547 -47,345 -81.16% Q1 2026 May 04, 2026
Equitable Holdings, Inc. History Added to 10,174 626 0.0% 0.0% 546 +4,141 68.64% Q1 2026 May 15, 2026
TOWER BRIDGE ADVISORS History Reduced 10,994 626 0.06% 0.09% 545 -2,843 -20.55% Q1 2026 May 12, 2026
Van Diest Capital, LLC History Added to 10,954 624 0.49% 0.33% 548 +7,521 219.08% Q1 2026 May 15, 2026
COZAD ASSET MANAGEMENT INC History No change 9,531 623 0.05% 0.05% 549 0 0.0% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 10,841 617 0.04% 0.04% 550 +1,827 20.27% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History New 10,788 614 0.0% 551 +10,788 New Q1 2026 May 13, 2026
Diversified Trust Co History Added to 10,758 612 0.01% 0.01% 552 +43 0.4% Q1 2026 Apr 16, 2026
Wealthspire Advisors, LLC History Reduced 10,742 611 0.0% 0.01% 553 -1,278 -10.63% Q1 2026 May 01, 2026
Sandy Cove Advisors, LLC History Added to 10,720 610 0.18% 0.2% 554 +337 3.25% Q1 2026 May 05, 2026
ANCHYRA PARTNERS LLC History Added to 10,627 605 0.18% 0.2% 555 +734 7.42% Q1 2026 Apr 17, 2026
Avior Wealth Management, LLC History Added to 10,533 600 0.02% 0.01% 556 +4,347 70.27% Q1 2026 Apr 09, 2026
FLC Capital Advisors History No change 10,548 600 0.11% 0.13% 557 0 0.0% Q1 2026 May 01, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 10,521 599 0.18% 0.18% 558 +994 10.43% Q1 2026 Apr 28, 2026
NIA IMPACT ADVISORS, LLC History Reduced 10,417 593 0.26% 0.48% 559 -11,330 -52.1% Q1 2026 May 08, 2026
Pursuit Wealth Management LLC History No change 9,072 593 0.51% 0.51% 560 0 0.0% Q4 2025 Jan 26, 2026
OneAscent Investment Solutions LLC History New 10,351 589 0.59% 562 +10,351 New Q1 2026 Apr 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 10,356 589 0.04% 0.04% 561 -81 -0.78% Q1 2026 May 12, 2026
Peoples Bank/KS History Reduced 10,216 582 0.59% 0.68% 563 -88 -0.85% Q1 2026 Apr 15, 2026
WINTON GROUP Ltd History New 10,200 581 0.02% 566 +10,200 New Q1 2026 May 12, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 10,204 581 0.13% 0.21% 565 -4,549 -30.83% Q1 2026 May 12, 2026
NAVELLIER & ASSOCIATES INC History No change 10,215 581 0.06% 0.07% 564 0 0.0% Q1 2026 May 07, 2026
Independent Advisor Alliance History Reduced 10,168 579 0.01% 0.02% 567 -1,028 -9.18% Q1 2026 May 12, 2026
Perigon Wealth Management, LLC History Added to 10,089 574 0.01% 0.01% 568 +50 0.5% Q1 2026 Apr 10, 2026
SGL Investment Advisors, Inc. History Reduced 10,007 572 0.21% 0.29% 569 -5 -0.05% Q1 2026 May 12, 2026
Mezzasalma Advisors, LLC History Added to 10,029 571 0.15% 0.14% 570 +1,313 15.06% Q1 2026 Apr 17, 2026
Venturi Wealth Management, LLC History Added to 9,995 569 0.03% 0.02% 571 +3,038 43.67% Q1 2026 Apr 21, 2026
Kingsview Wealth Management, LLC History Added to 9,981 568 0.01% 0.01% 572 +2,236 28.87% Q1 2026 May 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 9,937 566 0.01% 0.01% 573 -743 -6.96% Q1 2026 May 07, 2026
GSA CAPITAL PARTNERS LLP History New 9,882 563 0.04% 574 +9,882 New Q1 2026 May 08, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 9,766 556 0.06% 575 +9,766 New Q1 2026 Apr 30, 2026
CONNING INC. History Added to 9,621 548 0.02% 0.02% 576 +878 10.04% Q1 2026 Apr 30, 2026
Valeo Financial Advisors, LLC History Reduced 9,606 547 0.01% 0.02% 577 -3,695 -27.78% Q1 2026 May 08, 2026
UMB Bank, n.a. History New 9,522 542 0.01% 578 +9,522 New Q1 2026 May 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 9,501 541 0.01% 0.01% 579 -1,002 -9.54% Q1 2026 May 13, 2026
FourThought Financial Partners, LLC History Reduced 9,493 540 0.05% 0.06% 580 -2,075 -17.94% Q1 2026 May 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 9,467 539 0.01% 0.01% 581 +376 4.14% Q1 2026 May 05, 2026
Beutel, Goodman & Co Ltd. History New 9,382 534 0.0% 583 +9,382 New Q1 2026 May 15, 2026
Old North State Trust, LLC History Reduced 9,367 534 0.32% 0.37% 582 -131 -1.38% Q1 2026 May 13, 2026
Garrett Wealth Advisory Group, LLC History Reduced 9,371 533 0.09% 0.13% 586 -1,076 -10.3% Q1 2026 Apr 27, 2026
PAX Financial Group, LLC History Added to 9,368 533 0.09% 0.1% 587 +599 6.83% Q1 2026 Apr 27, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 9,373 533 0.01% 0.01% 585 -302 -3.12% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 9,362 533 0.01% 0.01% 584 -246 -2.56% Q1 2026 May 14, 2026
NorthRock Partners, LLC History New 9,296 529 0.01% 588 +9,296 New Q1 2026 May 15, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 9,258 527 0.16% 0.16% 590 +1,725 22.9% Q1 2026 May 13, 2026
PDS Planning, Inc History Reduced 9,267 527 0.03% 0.04% 589 -700 -7.02% Q1 2026 Apr 21, 2026
Headlands Technologies LLC History New 9,167 522 0.06% 591 +9,167 New Q1 2026 May 13, 2026
Stratos Wealth Partners, LTD. History Added to 9,129 520 0.01% 0.01% 592 +1,296 16.55% Q1 2026 Apr 28, 2026
Ascent Group, LLC History Reduced 9,115 519 0.02% 0.02% 593 -40 -0.44% Q1 2026 May 15, 2026
Verition Fund Management LLC History New 9,100 518 0.0% 594 +9,100 New Q1 2026 May 15, 2026
Phillips Wealth Planners LLC History Reduced 9,005 515 0.39% 0.55% 596 -1,493 -14.22% Q1 2026 May 14, 2026
BESSEMER GROUP INC History Added to 9,061 515 0.0% 0.0% 595 +367 4.22% Q1 2026 May 06, 2026
Legacy Capital Group California, Inc. History Reduced 9,009 513 0.2% 0.26% 598 -7,411 -45.13% Q1 2026 May 04, 2026
South Shore Capital Advisors History Added to 9,061 513 0.38% 0.35% 597 +1,751 23.95% Q1 2026 Apr 28, 2026
Rathbones Group PLC History No change 9,002 512 0.0% 0.0% 599 0 0.0% Q1 2026 May 12, 2026
Cadence Bank History No change 7,754 507 0.03% 0.03% 600 0 0.0% Q4 2025 Jan 30, 2026
Dickmeyer Boyce Financial Management, Inc. History New 8,860 504 0.3% 601 +8,860 New Q1 2026 May 13, 2026
Tranquilli Financial Advisor LLC History Reduced 8,839 503 0.29% 0.34% 602 -162 -1.8% Q1 2026 May 11, 2026
Great Diamond Partners, LLC History Reduced 8,775 499 0.1% 0.11% 603 -179 -2.0% Q1 2026 May 12, 2026
Bond & Devick Financial Network, Inc. History No change 8,697 495 0.14% 0.16% 604 0 0.0% Q1 2026 Apr 08, 2026
Malaga Cove Capital, LLC History Added to 8,658 493 0.18% 0.2% 605 +32 0.37% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 8,605 490 0.01% 0.01% 606 +4,350 102.23% Q1 2026 May 15, 2026
Roundview Capital LLC History Reduced 8,522 485 0.03% 0.04% 607 -1,030 -10.78% Q1 2026 May 08, 2026
Keudell/Morrison Wealth Management History Added to 8,482 483 0.1% 0.09% 608 +1,772 26.41% Q1 2026 Apr 20, 2026
Parallax Volatility Advisers, L.P. History New 8,429 480 0.0% 610 +8,429 New Q1 2026 May 15, 2026
Kathmere Capital Management, LLC History Added to 8,428 480 0.03% 0.03% 609 +761 9.93% Q1 2026 Apr 28, 2026
Prosperity Consulting Group, LLC History Reduced 8,401 478 0.02% 0.1% 612 -26,274 -75.77% Q1 2026 May 05, 2026
West Family Investments, Inc. History Reduced 8,395 478 0.17% 0.16% 611 -2,003 -19.26% Q1 2026 May 07, 2026
Breakwater Capital Group History Reduced 8,374 477 0.06% 0.08% 613 -488 -5.51% Q1 2026 Apr 20, 2026
Beverly Hills Private Wealth, LLC History Reduced 8,379 477 0.08% 0.1% 614 -137 -1.61% Q1 2026 May 01, 2026
Banco de Sabadell, S.A History Reduced 7,867 476 0.32% 0.43% 615 -2,204 -21.88% Q1 2026 May 08, 2026
Precision Wealth Strategies, LLC History Reduced 8,180 466 0.15% 0.24% 616 -3,374 -29.2% Q1 2026 May 06, 2026
Gallacher Capital Management LLC History Added to 8,152 464 0.18% 0.17% 618 +1,226 17.7% Q1 2026 May 05, 2026
Gryphon Financial Partners LLC History Added to 8,152 464 0.05% 0.05% 617 +895 12.33% Q1 2026 May 06, 2026
DecisionMap Wealth Management, LLC History Reduced 8,150 464 0.3% 0.33% 619 -70 -0.85% Q1 2026 Apr 15, 2026
Clare Market Investments LLC History New 8,141 463 0.1% 620 +8,141 New Q1 2026 Apr 29, 2026
Pinion Investment Advisors, LLC History Reduced 8,108 461 0.11% 0.16% 621 -1,635 -16.78% Q1 2026 Apr 24, 2026
Glenview Trust Co History Reduced 8,050 458 0.01% 0.01% 623 -1,410 -14.9% Q1 2026 May 08, 2026
Jacobi Capital Management LLC History Reduced 8,050 458 0.03% 0.03% 622 -598 -6.91% Q1 2026 May 13, 2026
Revisor Wealth Management LLC History Added to 8,016 458 0.13% 0.13% 624 +377 4.94% Q1 2026 Apr 27, 2026
Independence Bank of Kentucky History New 8,027 457 0.06% 626 +8,027 New Q1 2026 Apr 30, 2026
SAGE RHINO CAPITAL LLC History Reduced 8,031 457 0.09% 0.1% 625 -128 -1.57% Q1 2026 Apr 28, 2026
Principle Wealth Partners LLC History Reduced 8,015 456 0.03% 0.03% 627 -347 -4.15% Q1 2026 May 07, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 8,019 456 0.03% 0.03% 628 -42 -0.52% Q1 2026 Apr 17, 2026
Prospera Financial Services Inc History Reduced 8,004 455 0.01% 0.02% 629 -7,317 -47.76% Q1 2026 Apr 14, 2026
Boston Trust Walden Corp History Reduced 7,949 452 0.0% 0.0% 630 -5 -0.06% Q1 2026 Apr 24, 2026
SPINNAKER TRUST History Added to 7,899 450 0.02% 0.02% 631 +951 13.69% Q1 2026 Apr 23, 2026
Sterling Capital Management LLC History Added to 7,888 449 0.01% 0.0% 632 +7,669 3501.83% Q1 2026 Apr 22, 2026
Ignite Planners, LLC History Reduced 7,907 449 0.07% 0.08% 633 -223 -2.74% Q1 2026 Apr 17, 2026
OpenArc Corporate Advisory, LLC History Added to 7,880 448 0.01% 0.01% 636 +1,777 29.12% Q1 2026 May 11, 2026
Rehmann Capital Advisory Group History Added to 7,859 448 0.02% 0.02% 634 +1,156 17.25% Q1 2026 May 15, 2026
Chicago Capital, LLC History Reduced 7,869 448 0.01% 0.01% 635 -542 -6.44% Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 7,800 444 0.0% 0.0% 637 +1,057 15.68% Q1 2026 May 14, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 7,410 444 0.01% 0.01% 638 +478 6.9% Q1 2026 May 11, 2026
Colonial Trust Co / SC History Added to 7,785 443 0.06% 0.07% 639 +20 0.26% Q1 2026 May 12, 2026
Transamerica Financial Advisors, LLC History Added to 7,733 442 0.04% 0.03% 641 +2,029 35.57% Q1 2026 May 15, 2026
Dana Investment Advisors, Inc. History Reduced 7,767 442 0.01% 0.01% 640 -1 -0.01% Q1 2026 May 14, 2026
Aprio Wealth Management, LLC History Reduced 7,741 441 0.02% 0.04% 643 -1,879 -19.53% Q1 2026 May 11, 2026
RS CRUM INC. History No change 7,751 441 0.09% 0.1% 642 0 0.0% Q1 2026 Apr 15, 2026
Range Financial Group LLC History Reduced 7,692 438 0.15% 0.18% 644 -65 -0.84% Q1 2026 Apr 30, 2026
Pure Financial Advisors, LLC History Added to 7,657 436 0.01% 0.0% 645 +4,044 111.93% Q1 2026 Apr 10, 2026
J.Safra Asset Management Corp History New 7,650 435 0.02% 646 +7,650 New Q1 2026 May 04, 2026
DRW Securities, LLC History New 7,625 434 0.01% 647 +7,625 New Q1 2026 May 13, 2026
Powers Advisory Group, LLC History Reduced 7,607 433 0.15% 0.19% 648 -242 -3.08% Q1 2026 Apr 21, 2026
BIP Wealth, LLC History Reduced 7,569 431 0.02% 0.02% 649 -176 -2.27% Q1 2026 Apr 27, 2026
Peregrine Asset Advisers, Inc. History Reduced 7,550 430 0.12% 0.14% 650 -22 -0.29% Q1 2026 Apr 24, 2026
Global View Capital Management LLC History Reduced 7,481 426 0.11% 0.13% 653 -3,453 -31.58% Q1 2026 May 04, 2026
HSBC HOLDINGS PLC History Added to 7,516 426 0.0% 0.0% 652 +2,364 45.89% Q1 2026 Apr 30, 2026
FIFTH THIRD BANCORP History Reduced 7,484 426 0.0% 0.0% 651 -122 -1.6% Q1 2026 May 01, 2026
Investment Research Partners LLC History Reduced 7,479 426 0.17% 0.21% 654 -8 -0.11% Q1 2026 Apr 29, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 7,456 424 0.03% 0.01% 656 +3,625 94.62% Q1 2026 May 11, 2026
NOVEM GROUP History Reduced 7,457 424 0.05% 0.07% 657 -2,025 -21.36% Q1 2026 Apr 10, 2026
WEDBUSH SECURITIES INC History Added to 7,435 424 0.01% 0.01% 655 +929 14.28% Q1 2026 Apr 21, 2026
Williams Jones Wealth Management, LLC. History Added to 7,398 421 0.01% 0.01% 658 +80 1.09% Q1 2026 May 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 7,373 420 0.0% 659 +7,373 New Q1 2026 May 12, 2026
Thomasville National Bank History No change 6,422 419 0.03% 0.03% 660 0 0.0% Q4 2025 Jan 26, 2026
Octavia Wealth Advisors, LLC History Added to 7,282 418 0.04% 0.04% 661 +276 3.94% Q1 2026 Apr 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 7,224 411 0.33% 0.37% 662 +131 1.85% Q1 2026 Apr 21, 2026
Quotient Wealth Partners, LLC History Reduced 7,203 410 0.01% 0.01% 663 -31 -0.43% Q1 2026 Apr 16, 2026
Value Investment Professionals, LLC History New 7,196 409 0.37% 664 +7,196 New Q1 2026 Apr 27, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 7,145 407 0.11% 0.13% 665 -270 -3.64% Q1 2026 Apr 10, 2026
Carnegie Investment Counsel History Added to 7,133 406 0.01% 0.01% 666 +1,495 26.52% Q1 2026 May 01, 2026
FIRST MANHATTAN CO. LLC. History Reduced 7,042 405 0.0% 0.0% 667 -830 -10.54% Q1 2026 May 15, 2026
DEARBORN PARTNERS LLC History Reduced 7,086 403 0.02% 0.04% 668 -5,317 -42.87% Q1 2026 May 12, 2026
Empire Financial Management Company, LLC History Reduced 7,040 401 0.09% 0.18% 669 -5,888 -45.54% Q1 2026 May 15, 2026
Manske Wealth Management History Added to 7,043 401 0.11% 0.14% 670 +28 0.4% Q1 2026 Apr 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 7,027 400 0.01% 0.02% 672 -526 -6.96% Q1 2026 May 11, 2026
Allen Investment Management, LLC History No change 7,025 400 0.0% 0.01% 671 0 0.0% Q1 2026 May 07, 2026
Capital Investment Advisory Services, LLC History Added to 7,011 399 0.03% 0.03% 673 +274 4.07% Q1 2026 May 05, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 6,889 396 0.03% 0.03% 674 0 0.0% Q1 2026 Apr 16, 2026
Twelve Points Wealth Management LLC History Reduced 6,946 395 0.09% 0.1% 675 -33 -0.47% Q1 2026 Apr 14, 2026
Douglass Winthrop Advisors, LLC History Reduced 6,922 394 0.01% 0.01% 676 -1,245 -15.24% Q1 2026 May 13, 2026
AlphaCore Capital LLC History Reduced 6,831 393 0.01% 0.03% 677 -12,136 -63.98% Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 6,697 393 0.01% 0.01% 678 -1,682 -20.07% Q1 2026 May 06, 2026
ADVISORTRUST PARTNERS, LLC History Added to 6,903 393 0.16% 0.18% 679 +567 8.95% Q1 2026 May 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,741 392 0.11% 0.12% 680 0 0.0% Q1 2026 Apr 30, 2026
Icon Wealth Advisors, LLC History Reduced 6,867 390 0.03% 0.03% 681 -438 -6.0% Q1 2026 May 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,841 389 0.02% 0.03% 682 0 0.0% Q1 2026 May 05, 2026
Park Place Capital Corp History Added to 6,826 388 0.08% 0.06% 683 +2,481 57.1% Q1 2026 Apr 09, 2026
BridgePort Financial Solutions, LLC History Added to 6,758 385 0.11% 0.11% 685 +205 3.13% Q1 2026 Apr 16, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 6,775 385 0.01% 0.01% 684 -19 -0.28% Q1 2026 May 06, 2026
Cohen Investment Advisors LLC History Added to 6,753 384 0.18% 0.2% 686 +192 2.93% Q1 2026 Apr 28, 2026
SEARLE & CO. History No change 6,666 379 0.1% 0.11% 687 0 0.0% Q1 2026 May 08, 2026
Larry Mathis Financial Planning, LLC History Reduced 6,644 378 0.34% 0.39% 688 -45 -0.67% Q1 2026 Apr 21, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 6,606 377 0.05% 0.06% 689 0 0.0% Q1 2026 Apr 27, 2026
New Republic Capital, LLC History Reduced 6,554 376 0.13% 0.18% 690 -3,624 -35.61% Q1 2026 May 01, 2026
Hilltop National Bank History New 6,562 373 0.09% 692 +6,562 New Q1 2026 Apr 02, 2026
Resonant Capital Advisors, LLC History Reduced 6,479 373 0.02% 0.02% 691 -298 -4.4% Q1 2026 Apr 29, 2026
NBC SECURITIES, INC. History Added to 6,541 372 0.03% 0.03% 693 +86 1.33% Q1 2026 Apr 14, 2026
VestGen Advisors, LLC History New 6,402 370 0.01% 694 +6,402 New Q1 2026 May 14, 2026
Ransom Advisory, Ltd History No change 5,644 369 0.15% 0.15% 695 0 0.0% Q4 2025 Jan 06, 2026
MATHER GROUP, LLC. History New 6,460 368 0.0% 697 +6,460 New Q1 2026 Apr 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 6,469 368 0.03% 0.03% 696 -325 -4.78% Q1 2026 May 06, 2026
Dynasty Wealth Management, LLC History Reduced 6,393 364 0.0% 0.01% 698 -2,202 -25.62% Q1 2026 May 14, 2026
Cornerstone Wealth Management, LLC History Added to 6,385 363 0.02% 0.01% 699 +2,349 58.2% Q1 2026 Apr 23, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 6,386 363 0.06% 0.08% 700 -132 -2.03% Q1 2026 Apr 08, 2026
CENTAURUS FINANCIAL, INC. History Reduced 6,360 362 0.02% 0.03% 701 -3,320 -34.3% Q1 2026 May 18, 2026
Calydon Capital History No change 6,369 362 0.06% 0.07% 702 0 0.0% Q1 2026 May 15, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,004 360 0.02% 0.02% 703 -1,360 -18.47% Q1 2026 Apr 24, 2026
EntryPoint Capital, LLC History New 6,288 358 0.1% 704 +6,288 New Q1 2026 May 14, 2026
Wellspring Financial Advisors, LLC History New 6,277 357 0.03% 706 +6,277 New Q1 2026 May 15, 2026
Wescott Financial Advisory Group, LLC History Added to 6,281 357 0.03% 0.03% 705 +176 2.88% Q1 2026 May 12, 2026
Fiera Capital Corp History Added to 6,256 356 0.0% 0.0% 707 +431 7.4% Q1 2026 May 12, 2026
FCA CORP /TX History No change 6,222 354 0.1% 0.11% 708 0 0.0% Q1 2026 May 14, 2026
Lantz Financial LLC History Added to 6,193 352 0.07% 0.06% 709 +1,940 45.61% Q1 2026 Apr 09, 2026
Drucker Wealth 3.0, LLC History Reduced 6,158 350 0.06% 0.08% 713 -641 -9.43% Q1 2026 Apr 23, 2026
HBK Sorce Advisory LLC History Added to 6,004 350 0.01% 0.01% 710 +603 11.16% Q1 2026 May 11, 2026
Summit Financial, LLC History Added to 6,103 350 0.0% 0.01% 712 +459 8.13% Q1 2026 May 15, 2026
WealthTrust Axiom LLC History Added to 6,157 350 0.09% 0.1% 711 +107 1.77% Q1 2026 May 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 6,123 348 0.09% 714 +6,123 New Q1 2026 May 15, 2026
May Hill Capital, LLC History Reduced 6,034 343 0.09% 0.17% 716 -3,674 -37.85% Q1 2026 May 06, 2026
Sepio Capital, LP History Added to 6,037 343 0.02% 0.02% 715 +378 6.68% Q1 2026 May 13, 2026
Hexagon Capital Partners LLC History New 6,001 341 0.05% 717 +6,001 New Q1 2026 May 04, 2026
Welch Group, LLC History Reduced 5,966 339 0.01% 0.02% 719 -872 -12.75% Q1 2026 Apr 21, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History Added to 5,964 339 0.05% 0.05% 718 +784 15.14% Q1 2026 May 15, 2026
Cetera Trust Company, N.A History New 5,930 337 0.19% 720 +5,930 New Q1 2026 May 08, 2026
ABSHER WEALTH MANAGEMENT, LLC History Added to 5,913 336 0.04% 0.04% 722 +622 11.76% Q1 2026 May 04, 2026
Cornerstone Wealth Group, LLC History Reduced 5,899 336 0.02% 0.03% 721 -114 -1.9% Q1 2026 Apr 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,896 335 0.01% 0.01% 723 +645 12.28% Q1 2026 May 04, 2026
TI-TRUST, INC History No change 5,888 335 0.2% 0.24% 724 0 0.0% Q1 2026 Apr 28, 2026
Sound View Wealth Advisors Group, LLC History Reduced 5,861 333 0.02% 0.03% 725 -888 -13.16% Q1 2026 May 06, 2026
Beck Bode, LLC History New 5,817 331 0.06% 726 +5,817 New Q1 2026 May 07, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 5,793 330 0.01% 0.01% 727 -251 -4.15% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Reduced 5,776 329 0.01% 0.01% 730 -193 -3.23% Q1 2026 May 15, 2026
Penobscot Investment Management Company, Inc. History No change 5,790 329 0.03% 0.03% 728 0 0.0% Q1 2026 Apr 29, 2026
Port Capital LLC History No change 5,777 329 0.01% 0.02% 729 0 0.0% Q1 2026 May 15, 2026
Clarius Group, LLC History No change 5,017 328 0.02% 0.02% 731 0 0.0% Q4 2025 Jan 14, 2026
Bedel Financial Consulting, Inc. History No change 5,765 328 0.04% 0.04% 732 0 0.0% Q1 2026 May 04, 2026
O'Brien Greene & Co. Inc History No change 5,758 328 0.09% 0.11% 733 0 0.0% Q1 2026 May 06, 2026
Diversify Advisory Services, LLC History Reduced 5,748 327 0.05% 0.03% 735 -7,795 -57.56% Q1 2026 May 01, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 5,757 327 0.05% 0.05% 737 +1,468 34.23% Q1 2026 Apr 21, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 5,754 327 0.27% 0.3% 736 +180 3.23% Q1 2026 May 04, 2026
United Advisor Group, LLC History Added to 5,742 327 0.04% 0.05% 734 +119 2.12% Q1 2026 Apr 17, 2026
TOWNSQUARE CAPITAL LLC History Reduced 5,738 326 0.07% 0.09% 738 -126 -2.15% Q1 2026 May 13, 2026
Haven Private, LLC History Reduced 5,719 325 0.14% 0.23% 739 -2,406 -29.61% Q1 2026 May 05, 2026
Griffith & Werner, Inc. History Reduced 5,713 325 0.16% 0.19% 740 -40 -0.7% Q1 2026 Apr 29, 2026
Sowell Financial Services LLC History Reduced 5,662 322 0.01% 0.01% 741 -460 -7.51% Q1 2026 Apr 20, 2026
Pine Haven Investment Counsel, Inc History Reduced 5,658 322 0.24% 0.27% 742 -133 -2.3% Q1 2026 Apr 16, 2026
Brookstone Capital Management History Added to 5,628 320 0.0% 0.0% 744 +465 9.01% Q1 2026 Apr 16, 2026
RD Lewis Holdings, Inc. History Added to 5,482 320 0.28% 0.32% 745 +81 1.5% Q1 2026 Apr 14, 2026
Smithfield Trust Co History Reduced 5,585 320 0.01% 0.02% 743 -4 -0.07% Q1 2026 May 08, 2026
Red Door Wealth Management, LLC History Reduced 5,607 319 0.03% 0.04% 746 -10 -0.18% Q1 2026 Apr 22, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,585 318 0.02% 0.02% 747 +144 2.65% Q1 2026 May 04, 2026
Crescent Grove Advisors, LLC History Added to 5,541 318 0.03% 0.03% 748 +1 0.02% Q1 2026 May 06, 2026
Caldwell Trust Co History Reduced 5,553 316 0.03% 0.03% 749 -56 -1.0% Q1 2026 Apr 22, 2026
Savvy Advisors, Inc. History Added to 5,531 315 0.01% 0.01% 751 +1,221 28.33% Q1 2026 May 11, 2026
Douglas Lane & Associates, LLC History Reduced 5,535 315 0.0% 0.0% 750 -44 -0.79% Q1 2026 Apr 15, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 5,453 310 0.05% 0.07% 752 -663 -10.84% Q1 2026 May 06, 2026
Frank, Rimerman Advisors LLC History Reduced 5,437 309 0.02% 0.05% 753 -6,989 -56.24% Q1 2026 Apr 29, 2026
Optas, LLC History Reduced 5,372 306 0.05% 0.07% 754 -1,675 -23.77% Q1 2026 Apr 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 5,370 305 0.0% 0.0% 755 -640 -10.65% Q1 2026 May 12, 2026
Parkside Financial Bank & Trust History Reduced 5,359 305 0.02% 0.03% 756 -190 -3.42% Q1 2026 May 13, 2026
SmartHarvest Portfolios, LLC History Added to 5,338 304 0.13% 0.11% 757 +617 13.07% Q1 2026 Apr 20, 2026
OLD NATIONAL BANCORP /IN/ History Added to 5,327 303 0.01% 0.01% 758 +318 6.35% Q1 2026 Apr 21, 2026
Phocas Financial Corp. History No change 5,333 303 0.05% 0.05% 759 0 0.0% Q1 2026 Apr 30, 2026
Schrum Private Wealth Management LLC History No change 5,293 301 0.23% 0.26% 760 0 0.0% Q1 2026 May 08, 2026
Corient IA LLC History No change 5,297 301 0.28% 0.33% 761 0 0.0% Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History No change 5,273 300 0.0% 0.01% 762 0 0.0% Q1 2026 Apr 21, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 5,226 300 0.18% 0.21% 763 0 0.0% Q1 2026 Apr 22, 2026
Intrua Financial, LLC History Reduced 5,253 299 0.03% 0.04% 764 -655 -11.09% Q1 2026 Apr 23, 2026
Frec Markets, Inc. History Added to 5,241 298 0.05% 0.08% 766 +1,025 24.31% Q1 2026 May 13, 2026
DODGE & COX History Reduced 5,243 298 0.0% 0.0% 765 -1 -0.02% Q1 2026 May 14, 2026
Meridian Wealth Management, LLC History Reduced 5,223 297 0.01% 0.01% 767 -217 -3.99% Q1 2026 May 06, 2026
SkyView Investment Advisors, LLC History Added to 5,202 296 0.04% 0.03% 769 +1,992 62.06% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 5,212 296 0.0% 0.0% 768 -835 -13.81% Q1 2026 May 05, 2026
Ironsides Asset Advisors, LLC History New 5,187 295 0.07% 771 +5,187 New Q1 2026 May 11, 2026
SEEDS INVESTOR LLC History Reduced 5,120 295 0.04% 0.07% 770 -217 -4.07% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History Added to 5,145 292 0.09% 0.1% 772 +186 3.75% Q1 2026 May 14, 2026
FIRST HORIZON CORP History Added to 5,113 291 0.01% 0.01% 773 +168 3.4% Q1 2026 Apr 30, 2026
Bridgefront Capital, LLC History Added to 5,067 288 0.07% 0.05% 774 +1,959 63.03% Q1 2026 May 15, 2026
Fulcrum Capital LLC History New 5,044 287 0.06% 777 +5,044 New Q1 2026 Apr 30, 2026
Paragon Private Wealth Management, LLC History Added to 5,054 287 0.09% 0.07% 775 +1,716 51.41% Q1 2026 May 19, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 5,054 287 0.17% 0.21% 776 -130 -2.51% Q1 2026 May 05, 2026
FDx Advisors, Inc. History Added to 5,005 285 0.09% 0.14% 778 +944 23.25% Q1 2026 May 01, 2026
CVA Family Office, LLC History Reduced 4,991 284 0.03% 0.04% 781 -283 -5.37% Q1 2026 Apr 29, 2026
Sound Income Strategies, LLC History Added to 5,067 284 0.01% 0.01% 780 +165 3.37% Q1 2026 Apr 27, 2026
Maia Wealth LLC History Added to 4,997 284 0.05% 0.06% 782 +58 1.17% Q1 2026 May 08, 2026
Atlas Brown,Inc. History Reduced 4,989 284 0.09% 0.1% 779 -20 -0.4% Q1 2026 Apr 17, 2026
Code Waechter LLC History New 4,977 283 0.17% 783 +4,977 New Q1 2026 Apr 15, 2026
Probity Advisors, Inc. History Reduced 4,920 280 0.04% 0.05% 785 -255 -4.93% Q1 2026 Apr 28, 2026
ROBERTS GLORE & CO INC /IL/ History No change 4,915 280 0.08% 0.09% 784 0 0.0% Q1 2026 May 04, 2026
Gateway Wealth Partners, LLC History New 4,907 279 0.01% 787 +4,907 New Q1 2026 May 15, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 4,911 279 0.02% 0.02% 786 +56 1.15% Q1 2026 Apr 10, 2026
Livet Wealth, LLC History Added to 4,883 278 0.18% 0.18% 788 +299 6.52% Q1 2026 Apr 24, 2026
Arjuna Capital History Reduced 4,846 276 0.07% 0.22% 790 -9,173 -65.43% Q1 2026 May 06, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 4,733 276 0.02% 791 +4,733 New Q1 2026 Apr 29, 2026
Lincoln Capital LLC History Reduced 4,846 276 0.05% 0.06% 789 -351 -6.75% Q1 2026 May 01, 2026
Greenline Partners, LLC History New 4,836 275 0.03% 793 +4,836 New Q1 2026 May 15, 2026
Hummer Financial Advisory Services Inc History Reduced 4,790 275 0.19% 0.22% 792 -4 -0.08% Q1 2026 Apr 08, 2026
FOCUSED ALPHA, LLC History Added to 4,816 274 0.08% 0.08% 794 +761 18.77% Q1 2026 May 12, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 4,787 272 0.07% 0.08% 795 0 0.0% Q1 2026 Apr 28, 2026
Integrity Financial Corp /WA History New 4,713 271 0.13% 797 +4,713 New Q1 2026 May 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 4,762 271 0.02% 0.03% 796 -15 -0.31% Q1 2026 Apr 22, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 4,756 270 0.0% 0.0% 798 -135 -2.76% Q1 2026 May 15, 2026
Perpetual Ltd History New 4,738 269 0.0% 799 +4,738 New Q1 2026 Apr 14, 2026
Addison Advisors LLC History Reduced 4,692 267 0.06% 0.07% 800 -145 -3.0% Q1 2026 May 08, 2026
Procyon Advisors, LLC History Reduced 4,670 266 0.01% 0.02% 801 -255 -5.18% Q1 2026 May 04, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 4,618 265 0.09% 0.1% 802 +383 9.04% Q1 2026 May 04, 2026
TritonPoint Partners, LLC History Reduced 4,568 263 0.1% 0.16% 804 -167 -3.53% Q1 2026 Apr 28, 2026
MITCHELL SINKLER & STARR/PA History Reduced 4,626 263 0.12% 0.14% 803 -30 -0.64% Q1 2026 Apr 13, 2026
Jump Financial, LLC History New 4,599 262 0.0% 806 +4,599 New Q1 2026 May 14, 2026
Eagle Bay Advisors LLC History Reduced 4,561 262 0.23% 0.22% 805 -149 -3.16% Q1 2026 Apr 24, 2026
Traveka Wealth, LLC History Reduced 4,570 260 0.1% 0.14% 809 -633 -12.17% Q1 2026 Apr 22, 2026
Fielder Capital Group LLC History Reduced 4,575 260 0.06% 0.06% 810 -1 -0.02% Q1 2026 May 12, 2026
DELTA FINANCIAL ADVISORS LLC History No change 4,580 260 0.07% 0.08% 807 0 0.0% Q1 2026 May 05, 2026
Borer Denton & Associates, Inc. History No change 4,581 260 0.09% 0.1% 808 0 0.0% Q1 2026 May 12, 2026
EVOKE WEALTH, LLC History Reduced 4,491 258 0.0% 0.01% 811 -802 -15.15% Q1 2026 May 14, 2026
SIMON QUICK ADVISORS, LLC History New 4,520 257 0.01% 813 +4,520 New Q1 2026 May 06, 2026
Eagle Strategies LLC History Added to 4,519 257 0.03% 0.03% 812 +437 10.71% Q1 2026 Apr 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 4,464 256 0.05% 0.06% 814 -518 -10.4% Q1 2026 Apr 13, 2026
Simplicity Wealth,LLC History Reduced 4,482 255 0.01% 0.02% 815 -566 -11.21% Q1 2026 Apr 30, 2026
Payne Capital LLC History No change 4,483 255 0.23% 0.3% 816 0 0.0% Q1 2026 Apr 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 4,476 254 0.01% 817 +4,476 New Q1 2026 Apr 16, 2026
PALLADIEM, LLC History No change 4,330 253 0.24% 0.27% 818 0 0.0% Q1 2026 May 06, 2026
SageView Advisory Group, LLC History No change 3,854 252 0.01% 0.01% 819 0 0.0% Q4 2025 Feb 17, 2026
TWINBEECH CAPITAL LP History New 4,400 250 0.03% 821 +4,400 New Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History New 4,398 250 0.02% 822 +4,398 New Q1 2026 May 12, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 4,354 250 0.04% 823 +4,354 New Q1 2026 May 14, 2026
XPONANCE LLC History Added to 4,396 250 0.0% 0.0% 820 +1,060 31.77% Q1 2026 May 13, 2026
Financial Engines Advisors L.L.C. History Added to 4,381 249 0.0% 0.0% 825 +117 2.74% Q1 2026 May 14, 2026
Legacy Private Trust Co. History No change 4,374 249 0.02% 0.02% 824 0 0.0% Q1 2026 Apr 07, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 4,341 247 0.08% 0.1% 826 -1 -0.02% Q1 2026 Apr 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 4,326 246 0.0% 0.0% 827 +538 14.2% Q1 2026 May 11, 2026
Advisor OS, LLC History New 4,317 245 0.02% 831 +4,317 New Q1 2026 May 07, 2026
Empower Advisory Group, LLC History New 4,315 245 0.0% 832 +4,315 New Q1 2026 May 14, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 4,311 245 0.04% 830 +4,311 New Q1 2026 Apr 28, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 4,302 245 0.03% 0.04% 829 +281 6.99% Q1 2026 Apr 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,316 245 0.01% 0.02% 828 0 0.0% Q1 2026 Apr 30, 2026
Turtle Creek Wealth Advisors, LLC History Added to 4,284 244 0.02% 0.02% 834 +362 9.23% Q1 2026 Apr 27, 2026
Klingman & Associates, LLC History Added to 4,291 244 0.01% 0.01% 833 +16 0.37% Q1 2026 May 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 4,266 243 0.01% 0.01% 835 -3,301 -43.62% Q1 2026 Apr 23, 2026
Claro Advisors Inc. History Reduced 4,259 242 0.03% 0.04% 836 -6 -0.14% Q1 2026 Apr 21, 2026
Mattson Financial Services, LLC History New 4,240 241 0.06% 839 +4,240 New Q1 2026 May 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 4,206 241 0.01% 838 +4,206 New Q1 2026 May 06, 2026
Keel Point, LLC History No change 3,696 241 0.01% 0.01% 837 0 0.0% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Reduced 4,136 240 0.01% 0.01% 841 -1,724 -29.42% Q1 2026 Apr 09, 2026
Freestone Capital Holdings, LLC History Added to 4,229 240 0.01% 0.01% 840 +239 5.99% Q1 2026 May 13, 2026
BAR HARBOR WEALTH MANAGEMENT History New 4,201 239 0.01% 842 +4,201 New Q1 2026 Apr 17, 2026
Keebeck Wealth Management History New 4,151 238 0.03% 844 +4,151 New Q1 2026 May 14, 2026
Platform Technology Partners History Reduced 4,185 238 0.05% 0.06% 843 -88 -2.06% Q1 2026 Apr 27, 2026
Rosenberg Matthew Hamilton History Reduced 4,145 236 0.05% 0.06% 845 -216 -4.95% Q1 2026 Apr 06, 2026
Aspen Grove Capital, LLC History Reduced 4,087 235 0.05% 0.05% 847 -502 -10.94% Q1 2026 May 14, 2026
Pekin Hardy Strauss, Inc. History Reduced 4,136 235 0.02% 0.02% 846 -7 -0.17% Q1 2026 May 06, 2026
HARRIS ASSOCIATES L P History New 4,123 234 0.0% 849 +4,123 New Q1 2026 May 15, 2026
Alhambra Investment Management LLC History No change 4,116 234 0.11% 0.13% 848 0 0.0% Q1 2026 Apr 15, 2026
Perennial Investment Advisors, LLC History New 4,106 233 0.02% 852 +4,106 New Q1 2026 May 15, 2026
GENESIS PRIVATE WEALTH, LLC History New 4,103 233 0.07% 853 +4,103 New Q1 2026 Apr 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 4,096 233 0.01% 854 +4,096 New Q1 2026 Apr 28, 2026
MONECO ADVISORS, LLC History Added to 4,103 233 0.02% 0.02% 850 +222 5.72% Q1 2026 May 07, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,098 233 0.04% 0.04% 851 0 0.0% Q1 2026 May 04, 2026
Mayflower Financial Advisors, LLC History Reduced 4,056 231 0.03% 0.03% 855 -35 -0.86% Q1 2026 Apr 23, 2026
Indivisible Partners History Added to 4,045 230 0.02% 0.03% 857 +354 9.59% Q1 2026 Apr 30, 2026
Net Worth Advisory Group History Reduced 4,051 230 0.05% 0.05% 856 -50 -1.22% Q1 2026 May 05, 2026
Brown Financial Advisors History New 4,037 229 0.09% 860 +4,037 New Q1 2026 May 15, 2026
United Community Bank History Reduced 4,037 229 0.08% 0.11% 859 -383 -8.67% Q1 2026 Apr 24, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,035 229 0.04% 0.05% 858 0 0.0% Q1 2026 Apr 29, 2026
Clear Harbor Asset Management, LLC History Added to 4,012 228 0.02% 0.02% 862 +93 2.37% Q1 2026 May 05, 2026
Lafayette Investments, Inc. History No change 4,016 228 0.05% 0.05% 861 0 0.0% Q1 2026 Apr 27, 2026
INVESTED ADVISORS History Added to 3,991 227 0.23% 0.27% 864 +4 0.1% Q1 2026 Apr 29, 2026
Cromwell Holdings LLC History No change 3,950 227 0.13% 0.14% 863 0 0.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 3,959 225 0.01% 0.02% 865 -5,811 -59.48% Q1 2026 May 13, 2026
Arlington Partners LLC History New 3,952 225 0.45% 866 +3,952 New Q1 2026 Apr 09, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 3,946 224 0.0% 0.0% 867 +378 10.59% Q1 2026 May 01, 2026
Fort Sheridan Advisors LLC History Added to 3,939 224 0.03% 0.03% 868 +69 1.78% Q1 2026 May 06, 2026
Tradewinds, LLC. History Added to 3,733 223 0.07% 0.05% 869 +440 13.36% Q1 2026 May 04, 2026
Tacita Capital Inc History No change 3,909 222 0.13% 0.15% 870 0 0.0% Q1 2026 May 07, 2026
Kuhn & Co Investment Counsel History No change 3,900 222 0.14% 0.17% 871 0 0.0% Q1 2026 May 12, 2026
Sovran Advisors, LLC History Added to 3,755 221 0.02% 0.02% 874 +555 17.34% Q1 2026 May 01, 2026
Whetstone Capital Advisors, LLC History Added to 3,893 221 0.08% 0.07% 872 +385 10.97% Q1 2026 May 15, 2026
Five Oceans Advisors History No change 3,891 221 0.08% 0.09% 873 0 0.0% Q1 2026 Apr 07, 2026
J.M. Arbour, LLC History New 3,872 220 0.21% 877 +3,872 New Q1 2026 Apr 21, 2026
DGS Capital Management, LLC History Reduced 3,869 220 0.04% 0.04% 876 -32 -0.82% Q1 2026 Apr 28, 2026
WoodTrust Financial Corp History Reduced 3,865 220 0.03% 0.03% 875 -1 -0.03% Q1 2026 May 06, 2026
Kovack Advisors, Inc. History Reduced 3,867 218 0.01% 0.01% 880 -323 -7.71% Q1 2026 May 12, 2026
SeaCrest Wealth Management, LLC History Reduced 3,843 218 0.02% 0.02% 879 -17 -0.44% Q1 2026 Apr 15, 2026
Capital Advantage, Inc. History No change 3,831 218 0.03% 0.03% 878 0 0.0% Q1 2026 Apr 10, 2026
BARD ASSOCIATES INC History Added to 3,787 217 0.05% 0.01% 881 +3,374 816.95% Q1 2026 May 07, 2026
Carrera Capital Advisors History No change 3,780 217 0.03% 0.04% 882 0 0.0% Q1 2026 May 04, 2026
Stonebrook Private Inc. History New 3,800 216 0.05% 884 +3,800 New Q1 2026 May 11, 2026
AdvisorNet Financial, Inc History Reduced 3,798 216 0.01% 0.01% 883 -291 -7.12% Q1 2026 Apr 17, 2026
Symphony Financial, Ltd. Co. History New 3,846 215 0.03% 886 +3,846 New Q1 2026 Apr 30, 2026
a16z Perennial Management, L.P. History No change 3,790 215 0.02% 0.02% 885 0 0.0% Q1 2026 May 11, 2026
Nilsine Partners, LLC History Reduced 3,723 214 0.02% 0.02% 888 -10 -0.27% Q1 2026 Apr 29, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 3,763 214 0.07% 0.07% 887 -1 -0.03% Q1 2026 May 13, 2026
Havemeyer Place LP History New 3,739 213 0.02% 890 +3,739 New Q1 2026 May 13, 2026
Newman Dignan & Sheerar, Inc. History No change 3,745 213 0.04% 0.05% 889 0 0.0% Q1 2026 Apr 13, 2026
Embree Financial Group History Added to 3,721 211 0.02% 0.03% 891 +384 11.51% Q1 2026 Apr 23, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History New 3,700 210 0.01% 892 +3,700 New Q1 2026 May 06, 2026
Grove Bank & Trust History New 3,695 210 0.02% 893 +3,695 New Q1 2026 Apr 08, 2026
MBL Wealth, LLC History No change 3,679 209 0.02% 0.02% 894 0 0.0% Q1 2026 Apr 28, 2026
Sunpointe, LLC History New 3,660 208 0.07% 897 +3,660 New Q1 2026 Apr 21, 2026
Aurora Private Wealth, Inc. History Reduced 3,649 208 0.15% 0.17% 896 -239 -6.15% Q1 2026 Apr 16, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 3,664 208 0.07% 0.08% 895 -88 -2.35% Q1 2026 Apr 21, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,592 204 0.02% 0.02% 898 0 0.0% Q1 2026 May 15, 2026
Independence Wealth Advisors, LLC History New 3,574 203 0.11% 903 +3,574 New Q1 2026 Apr 20, 2026
Parvin Asset Management, LLC History Reduced 3,567 203 0.15% 0.19% 902 -177 -4.73% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Reduced 3,556 203 0.0% 0.0% 899 -149 -4.02% Q1 2026 May 15, 2026
Capital Analysts, LLC History Added to 3,561 203 0.01% 0.01% 900 +31 0.88% Q1 2026 May 14, 2026
Essex Bank History Reduced 3,579 203 0.04% 0.05% 901 -21 -0.58% Q1 2026 Apr 17, 2026
Avantax Planning Partners, Inc. History Reduced 3,562 202 0.01% 0.01% 904 -506 -12.44% Q1 2026 May 04, 2026
Birch Hill Investment Advisors LLC History No change 3,554 202 0.01% 0.01% 905 0 0.0% Q1 2026 Apr 29, 2026
Live Oak Private Wealth LLC History No change 3,558 202 0.03% 0.03% 906 0 0.0% Q1 2026 Apr 20, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 3,527 200 0.04% 0.03% 907 +402 12.86% Q1 2026 Apr 29, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 3,468 197 0.03% 0.03% 908 -248 -6.67% Q1 2026 Apr 15, 2026
S.A. Mason LLC History No change 3,448 196 0.07% 0.09% 909 0 0.0% Q1 2026 Apr 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 3,419 194 0.01% 0.01% 910 -787 -18.71% Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,413 194 0.02% 0.02% 911 -70 -2.01% Q1 2026 May 11, 2026
Western Wealth Management, LLC History Added to 3,328 189 0.01% 0.01% 912 +90 2.78% Q1 2026 May 19, 2026
PlanVest Financial, Inc History New 3,208 182 0.14% 914 +3,208 New Q1 2026 May 14, 2026
State of Wyoming History Reduced 3,208 182 0.02% 0.02% 913 -160 -4.75% Q1 2026 May 13, 2026
Bruce G. Allen Investments, LLC History Added to 3,146 179 0.12% 0.13% 915 +158 5.29% Q1 2026 May 08, 2026
Community Financial Services Group, LLC History New 3,175 177 0.03% 916 +3,175 New Q1 2026 Apr 08, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 3,029 172 0.04% 0.05% 917 -129 -4.08% Q1 2026 Apr 22, 2026
SITTNER & NELSON, LLC History No change 2,964 168 0.06% 0.08% 918 0 0.0% Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History New 2,891 164 0.03% 919 +2,891 New Q1 2026 May 11, 2026
DELTA ASSET MANAGEMENT LLC/TN History Added to 2,659 151 0.01% 0.01% 920 +88 3.42% Q1 2026 May 11, 2026
Purpose Unlimited Inc. History New 2,629 149 0.01% 921 +2,629 New Q1 2026 May 15, 2026
Meramec Financial Planners, LLC History Added to 2,440 141 0.06% 0.07% 923 +95 4.05% Q1 2026 Apr 27, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 2,488 141 0.05% 0.05% 922 0 0.0% Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 2,514 140 0.03% 0.02% 924 +1,549 160.52% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,385 135 0.0% 0.0% 925 0 0.0% Q1 2026 May 06, 2026
Litman Gregory Wealth Management LLC History No change 2,048 133 0.01% 0.01% 926 0 0.0% Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History Reduced 2,332 132 0.04% 0.05% 928 -112 -4.58% Q1 2026 May 08, 2026
MONTAG A & ASSOCIATES INC History No change 2,310 132 0.01% 0.01% 927 0 0.0% Q1 2026 Apr 29, 2026
Mondrian Investment Partners LTD History Added to 2,057 117 0.0% 0.0% 929 +261 14.53% Q1 2026 Apr 29, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,768 115 0.09% 0.09% 930 0 0.0% Q4 2025 Feb 03, 2026
AMERIFLEX GROUP, INC. History No change 1,995 113 0.06% 0.07% 931 0 0.0% Q1 2026 May 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,957 111 0.0% 0.0% 932 0 0.0% Q1 2026 May 11, 2026
ST GERMAIN D J CO INC History No change 1,946 110 0.0% 0.0% 933 0 0.0% Q1 2026 Apr 13, 2026
Wealth Enhancement Trust Services, Inc. History New 1,910 108 0.01% 934 +1,910 New Q1 2026 Apr 08, 2026
ALBION FINANCIAL GROUP /UT History Added to 1,875 106 0.01% 0.0% 935 +1,688 902.67% Q1 2026 Apr 27, 2026
Root Financial Partners, LLC History Reduced 1,845 105 0.0% 0.01% 936 -653 -26.14% Q1 2026 Apr 24, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,814 103 0.03% 0.04% 937 -291 -13.82% Q1 2026 Apr 29, 2026
Strategic Wealth Partners, Ltd. History No change 1,782 101 0.01% 0.01% 938 0 0.0% Q1 2026 May 12, 2026
Hara Capital LLC History No change 1,672 96 0.05% 0.06% 939 0 0.0% Q1 2026 May 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 1,619 92 0.02% 0.04% 940 -1,104 -40.54% Q1 2026 Apr 20, 2026
Physician Wealth Advisors, Inc. History Reduced 1,550 88 0.01% 0.01% 942 -32 -2.02% Q1 2026 Apr 24, 2026
Westside Investment Management, Inc. History No change 1,570 88 0.01% 0.02% 941 0 0.0% Q1 2026 May 04, 2026
Global Trust Asset Management, LLC History Reduced 1,537 87 0.03% 0.04% 943 -130 -7.8% Q1 2026 Apr 23, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1,442 82 0.0% 0.01% 944 -829 -36.5% Q1 2026 May 07, 2026
Sunbelt Securities, Inc. History Reduced 1,455 82 0.01% 0.01% 946 -80 -5.21% Q1 2026 May 15, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,446 82 0.01% 0.01% 945 0 0.0% Q1 2026 May 11, 2026
CENTRAL TRUST Co History Reduced 1,414 80 0.0% 0.0% 947 -222 -13.57% Q1 2026 Apr 17, 2026
Washington Trust Advisors, Inc. History Added to 1,411 80 0.01% 0.01% 948 +88 6.65% Q1 2026 Apr 06, 2026
ABOUND FINANCIAL, LLC History No change 1,412 80 0.03% 0.04% 949 0 0.0% Q1 2026 May 01, 2026
Dorato Capital Management History No change 1,357 79 0.06% 0.07% 950 0 0.0% Q1 2026 Apr 09, 2026
Owl Creek Wealth Partners LLC History New 1,381 78 0.03% 952 +1,381 New Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,369 78 0.01% 0.01% 951 +585 74.62% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,322 75 0.02% 954 +1,322 New Q1 2026 May 08, 2026
Avalon Trust Co History Added to 1,333 75 0.01% 0.0% 953 +800 150.09% Q1 2026 May 06, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,299 74 0.03% 0.03% 955 +319 32.55% Q1 2026 May 05, 2026
Millstone Evans Group, LLC History Reduced 1,270 72 0.04% 0.05% 956 -40 -3.05% Q1 2026 Apr 30, 2026
Pingora Partners LLC History No change 1,236 70 0.04% 0.05% 957 0 0.0% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History Reduced 1,222 69 0.0% 0.0% 958 -179 -12.78% Q1 2026 Apr 21, 2026
TFC Financial Management, Inc. History No change 1,194 68 0.01% 0.01% 959 0 0.0% Q1 2026 Apr 23, 2026
TIAA Wealth Investment Management LLC History New 1,171 66 0.0% 960 +1,171 New Q1 2026 May 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 1,142 65 0.01% 0.01% 961 -172 -13.09% Q1 2026 May 11, 2026
Harbor Asset Planning, Inc. History No change 1,155 65 0.05% 0.06% 962 0 0.0% Q1 2026 Apr 22, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 1,135 64 0.01% 0.01% 963 +259 29.57% Q1 2026 Apr 08, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 964 63 0.02% 0.02% 964 0 0.0% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History New 1,023 59 0.0% 967 +1,023 New Q1 2026 Apr 29, 2026
LRI Investments, LLC History Added to 1,052 59 0.01% 0.0% 966 +177 20.23% Q1 2026 Apr 30, 2026
Johnson Financial Group, Inc. History Reduced 1,032 59 0.0% 0.0% 965 -61 -5.58% Q1 2026 May 07, 2026
Blume Capital Management, Inc. History New 1,022 58 0.01% 969 +1,022 New Q1 2026 May 01, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 1,022 58 0.0% 0.01% 968 -50 -4.66% Q1 2026 Apr 23, 2026
Opal Wealth Advisors, LLC History New 1,006 57 0.01% 970 +1,006 New Q1 2026 Apr 14, 2026
CoreCap Advisors, LLC History No change 997 56 0.0% 0.0% 971 0 0.0% Q1 2026 Apr 07, 2026
True Wealth Design, LLC History Added to 962 54 0.01% 0.01% 973 +398 70.57% Q1 2026 Apr 13, 2026
FIRST UNITED BANK & TRUST History No change 954 54 0.02% 0.02% 972 0 0.0% Q1 2026 Apr 21, 2026
Leonteq Securities AG History Added to 942 53 0.0% 0.0% 974 +577 158.08% Q1 2026 Apr 27, 2026
Colonial Trust Advisors History No change 933 53 0.0% 0.0% 975 0 0.0% Q1 2026 May 12, 2026
Fairscale Capital, LLC History No change 925 53 0.04% 0.04% 976 0 0.0% Q1 2026 May 11, 2026
Innovative Asset Advisors Group, LLC History New 911 52 0.03% 978 +911 New Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History No change 918 52 0.01% 0.01% 977 0 0.0% Q1 2026 May 13, 2026
Missouri Trust & Investment Co History New 888 50 0.01% 980 +888 New Q1 2026 May 14, 2026
Olistico Wealth, LLC History No change 888 50 0.02% 0.03% 979 0 0.0% Q1 2026 Apr 08, 2026
Quaker Wealth Management, LLC History Reduced 866 49 0.02% 0.02% 981 -49 -5.36% Q1 2026 Apr 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 843 48 0.03% 0.04% 982 0 0.0% Q1 2026 May 12, 2026
Heritage Wealth Advisors History Reduced 837 47 0.0% 0.0% 983 -1,122 -57.27% Q1 2026 May 13, 2026
COUNTRY TRUST BANK History New 819 46 0.0% 984 +819 New Q1 2026 Apr 10, 2026
Bayforest Capital Ltd History Added to 773 44 0.05% 0.01% 985 +466 151.79% Q1 2026 Apr 15, 2026
Anfield Capital Management, LLC History New 739 42 0.01% 986 +739 New Q1 2026 May 12, 2026
Destiny Wealth Partners, LLC History New 727 41 0.0% 991 +727 New Q1 2026 May 11, 2026
SHP Wealth Management History Added to 720 41 0.0% 0.0% 989 +15 2.13% Q1 2026 May 08, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 726 41 0.01% 0.01% 987 0 0.0% Q1 2026 Apr 27, 2026
JFS WEALTH ADVISORS, LLC History No change 736 41 0.0% 0.0% 988 0 0.0% Q1 2026 Apr 20, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 722 41 0.02% 0.02% 990 0 0.0% Q1 2026 Apr 07, 2026
Clearstead Advisors, LLC History Added to 713 40 0.0% 0.0% 992 +433 154.64% Q1 2026 May 06, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 703 40 0.0% 0.0% 993 +66 10.36% Q1 2026 Apr 30, 2026
LGT Financial Advisors LLC History No change 705 40 0.21% 0.28% 994 0 0.0% Q1 2026 Apr 28, 2026
Truvestments Capital LLC History Added to 691 39 0.01% 0.01% 996 +142 25.87% Q1 2026 May 13, 2026
Oakworth Capital, Inc. History No change 685 39 0.0% 0.0% 995 0 0.0% Q1 2026 Apr 24, 2026
MCF Advisors LLC History Reduced 667 38 0.0% 0.0% 998 -28 -4.03% Q1 2026 May 11, 2026
Financial Management Professionals, Inc. History No change 674 38 0.0% 0.0% 997 0 0.0% Q1 2026 Apr 15, 2026
EFG International AG History New 645 36 0.0% 1000 +645 New Q1 2026 May 15, 2026
Frazier Financial Advisors, LLC History Added to 645 36 0.02% 0.01% 999 +453 235.94% Q1 2026 May 05, 2026
Murphy & Mullick Capital Management Corp History No change 620 35 0.03% 0.03% 1001 0 0.0% Q1 2026 Apr 17, 2026
Essential Partners LLC History Added to 602 34 0.01% 0.01% 1005 +335 125.47% Q1 2026 May 21, 2026
Bogart Wealth, LLC History No change 597 34 0.0% 0.0% 1002 0 0.0% Q1 2026 Apr 28, 2026
Aventura Private Wealth, LLC History No change 612 34 0.01% 0.01% 1003 0 0.0% Q1 2026 May 05, 2026
Hilton Head Capital Partners, LLC History No change 597 34 0.02% 0.02% 1004 0 0.0% Q1 2026 Apr 20, 2026
TD Capital Management LLC History No change 594 33 0.0% 0.0% 1006 0 0.0% Q1 2026 May 11, 2026
Financial Perspectives, Inc History No change 563 32 0.01% 0.01% 1007 0 0.0% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History Added to 567 31 0.0% 0.0% 1008 +44 8.41% Q1 2026 May 11, 2026
GODSEY & GIBB, INC History No change 533 30 0.0% 0.0% 1009 0 0.0% Q1 2026 Apr 20, 2026
Financial Avengers, Inc. History No change 537 30 0.01% 0.01% 1010 0 0.0% Q1 2026 May 19, 2026
High Point Wealth Management, LLC History No change 534 30 0.03% 0.03% 1011 0 0.0% Q1 2026 Apr 08, 2026
IFG Advisory, LLC History Reduced 516 29 0.08% 0.01% 1012 -3,601 -87.47% Q1 2026 May 12, 2026
Ares Financial Consulting, LLC History Added to 528 29 0.02% 0.0% 1013 +508 2540.0% Q1 2026 Apr 02, 2026
Reflection Asset Management History No change 625 29 0.02% 0.02% 1014 0 0.0% Q4 2025 Mar 02, 2026
Hickory Point Bank & Trust History New 509 28 0.02% 1018 +509 New Q1 2026 Apr 03, 2026
Whipplewood Advisors, LLC History New 503 28 0.01% 1019 +503 New Q1 2026 Apr 30, 2026
PETERSON WEALTH MANAGEMENT History New 496 28 0.02% 1017 +496 New Q1 2026 May 15, 2026
NFSG Corp History Reduced 496 28 0.0% 0.01% 1016 -327 -39.73% Q1 2026 May 05, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 492 28 0.01% 0.01% 1015 +62 14.42% Q1 2026 Apr 17, 2026
WPG Advisers, LLC History Reduced 488 27 0.02% 0.03% 1021 -63 -11.43% Q1 2026 Apr 29, 2026
Brentview Investment Management LLC History No change 491 27 0.01% 0.01% 1020 0 0.0% Q1 2026 May 13, 2026
Measured Wealth Private Client Group, LLC History No change 462 26 0.01% 0.01% 1022 0 0.0% Q1 2026 May 13, 2026
Roxbury Financial LLC History No change 462 26 0.02% 0.03% 1023 0 0.0% Q1 2026 Apr 17, 2026
Financial Life Planners History New 442 25 0.02% 1027 +442 New Q1 2026 Apr 24, 2026
Red Tortoise LLC History No change 455 25 0.01% 0.01% 1024 0 0.0% Q1 2026 Apr 21, 2026
Global Wealth Strategies & Associates History No change 444 25 0.01% 0.01% 1025 0 0.0% Q1 2026 Apr 03, 2026
VSM Wealth Advisory, LLC History No change 444 25 0.01% 0.01% 1026 0 0.0% Q1 2026 May 05, 2026
Wellington Grp LLC History Reduced 426 24 0.01% 0.02% 1031 -326 -43.35% Q1 2026 May 22, 2026
SouthState Bank Corp History Reduced 429 24 0.0% 0.0% 1028 -54 -11.18% Q1 2026 May 05, 2026
City State Bank History Reduced 426 24 0.01% 0.01% 1029 -32 -6.99% Q1 2026 Apr 20, 2026
Medallion Wealth Advisors, LLC History No change 432 24 0.01% 0.01% 1030 0 0.0% Q1 2026 Apr 24, 2026
Bangor Savings Bank History New 416 23 0.0% 1035 +416 New Q1 2026 Apr 01, 2026
CHELSEA COUNSEL CO History No change 354 23 0.01% 0.01% 1032 0 0.0% Q1 2026 Apr 23, 2026
Asset Dedication, LLC History No change 355 23 0.0% 0.0% 1033 0 0.0% Q4 2025 Jan 26, 2026
Vermillion Wealth Management, Inc. History No change 420 23 0.01% 0.01% 1034 0 0.0% Q1 2026 Apr 17, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 403 22 0.01% 0.01% 1036 +77 23.62% Q1 2026 Apr 06, 2026
Cassaday & Co Wealth Management LLC History New 379 21 0.0% 1040 +379 New Q1 2026 May 07, 2026
BAILLIE GIFFORD & CO History Reduced 382 21 0.0% 0.0% 1037 -23 -5.68% Q1 2026 May 08, 2026
Towne Trust Company, N.A History No change 372 21 0.01% 0.01% 1038 0 0.0% Q1 2026 Apr 22, 2026
SOA Wealth Advisors, LLC. History No change 386 21 0.0% 0.0% 1039 0 0.0% Q1 2026 May 20, 2026
Golden State Wealth Management, LLC History Reduced 367 20 0.0% 0.01% 1043 -1,159 -75.95% Q1 2026 Apr 28, 2026
WEBSTER BANK, N. A. History New 354 20 0.0% 1046 +354 New Q1 2026 Apr 17, 2026
Boreal Capital Management LLC History New 351 20 0.02% 0.08% 1045 +351 New Q1 2026 May 14, 2026
Core Alternative Capital History Reduced 355 20 0.01% 0.01% 1044 -8 -2.2% Q1 2026 Apr 30, 2026
BARRETT & COMPANY, INC. History No change 355 20 0.01% 0.01% 1041 0 0.0% Q1 2026 May 04, 2026
Trust Co History No change 365 20 0.0% 0.0% 1042 0 0.0% Q1 2026 Apr 13, 2026
BAYBAN History Added to 344 19 0.02% 0.02% 1047 +70 25.55% Q1 2026 Apr 24, 2026
Bare Financial Services, Inc History Added to 322 18 0.0% 0.0% 1052 +263 445.76% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History Added to 323 18 0.01% 0.01% 1053 +147 83.52% Q1 2026 May 13, 2026
GW&K Investment Management, LLC History Added to 320 18 0.0% 0.0% 1048 +40 14.29% Q1 2026 May 13, 2026
JNBA Financial Advisors History Reduced 318 18 0.0% 0.0% 1049 -28 -8.09% Q1 2026 Apr 22, 2026
McIlrath & Eck, LLC History No change 317 18 0.0% 0.0% 1050 0 0.0% Q1 2026 May 19, 2026
Citizens National Bank Trust Department History No change 318 18 0.0% 0.0% 1051 0 0.0% Q1 2026 May 04, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 296 16 0.0% 0.01% 1061 -439 -59.73% Q1 2026 May 15, 2026
TRUST CO OF TOLEDO NA /OH/ History New 297 16 0.0% 1062 +297 New Q1 2026 Apr 15, 2026
FINANCIAL CONSULATE, INC History Added to 296 16 0.0% 0.0% 1055 +208 236.36% Q1 2026 Apr 21, 2026
Richard W. Paul & Associates, LLC History Added to 294 16 0.01% 0.0% 1057 +120 68.97% Q1 2026 May 13, 2026
Hartford Financial Management Inc. History No change 289 16 0.0% 0.0% 1054 0 0.0% Q1 2026 Apr 15, 2026
MTM Investment Management, LLC History No change 284 16 0.01% 0.01% 1056 0 0.0% Q1 2026 May 06, 2026
Quintet Private Bank (Europe) S.A. History No change 288 16 0.0% 0.0% 1058 0 0.0% Q1 2026 Apr 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 285 16 0.0% 0.0% 1059 0 0.0% Q1 2026 Apr 27, 2026
American Capital Advisory, LLC History No change 286 16 0.01% 0.01% 1060 0 0.0% Q1 2026 Apr 29, 2026
IFS Advisors, LLC History New 266 15 0.01% 1067 +266 New Q1 2026 Apr 06, 2026
Kozak & Associates, Inc. History Added to 258 15 0.0% 0.0% 1063 +2 0.78% Q1 2026 Apr 14, 2026
Smallwood Wealth Investment Management, LLC History No change 266 15 0.01% 0.01% 1064 0 0.0% Q1 2026 Apr 22, 2026
Seneschal Advisors, LLC History No change 280 15 0.01% 0.01% 1065 0 0.0% Q1 2026 May 08, 2026
Vision Retirement, LLC History No change 268 15 0.0% 0.0% 1066 0 0.0% Q1 2026 May 07, 2026
HHM Wealth Advisors, LLC History Reduced 258 14 0.0% 0.01% 1068 -1,462 -85.0% Q1 2026 Apr 17, 2026
WOLFF WIESE MAGANA LLC History No change 259 14 0.01% 0.01% 1069 0 0.0% Q1 2026 Apr 13, 2026
Lodestone Wealth Management LLC History No change 261 14 0.01% 0.01% 1070 0 0.0% Q1 2026 May 01, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 234 13 0.01% 0.02% 1074 -250 -51.65% Q1 2026 May 13, 2026
S&T BANK/PA History No change 230 13 0.0% 0.0% 1071 0 0.0% Q1 2026 May 13, 2026
SRH ADVISORS, LLC History No change 236 13 0.0% 0.0% 1072 0 0.0% Q1 2026 Apr 29, 2026
West Branch Capital LLC History No change 231 13 0.0% 0.0% 1073 0 0.0% Q1 2026 Apr 14, 2026
REDMONT WEALTH ADVISORS LLC History No change 208 13 0.02% 0.02% 1075 0 0.0% Q4 2025 Feb 06, 2026
LOOMIS SAYLES & CO L P History Reduced 223 12 0.0% 0.0% 1076 -24 -9.72% Q1 2026 May 14, 2026
REAP Financial Group, LLC History New 200 11 0.0% 1081 +200 New Q1 2026 May 11, 2026
CITY HOLDING CO History No change 197 11 0.0% 0.0% 1077 0 0.0% Q1 2026 Apr 15, 2026
TUCKER ASSET MANAGEMENT LLC History No change 174 11 0.0% 0.0% 1078 0 0.0% Q4 2025 Feb 05, 2026
Strive Financial Group ,LLC History No change 196 11 0.01% 0.01% 1079 0 0.0% Q1 2026 May 15, 2026
Hamrick Investment Counsel, llc History No change 203 11 0.01% 0.01% 1080 0 0.0% Q1 2026 May 11, 2026
Bell Investment Advisors, Inc History Reduced 176 10 0.0% 0.0% 1085 -122 -40.94% Q1 2026 Apr 17, 2026
Abound Wealth Management History Added to 180 10 0.0% 0.0% 1086 +76 73.08% Q1 2026 Apr 10, 2026
Cornerstone Planning Group LLC History Reduced 183 10 0.0% 0.0% 1084 -51 -21.79% Q1 2026 May 06, 2026
Sunrise Financial Services, LLC History Added to 186 10 0.01% 0.01% 1090 +9 5.08% Q1 2026 Apr 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 177 10 0.0% 0.0% 1082 0 0.0% Q1 2026 May 13, 2026
Knights of Columbus Asset Advisors LLC History No change 177 10 0.0% 0.0% 1083 0 0.0% Q1 2026 May 11, 2026
ORG Partners LLC History No change 168 10 0.0% 0.0% 1087 0 0.0% Q4 2025 Jan 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 177 10 0.01% 1088 0 0.0% Q1 2026 May 01, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 180 10 0.01% 0.01% 1089 0 0.0% Q1 2026 Apr 02, 2026
First Command Advisory Services, Inc. History New 171 9 0.0% 1093 +171 New Q1 2026 May 07, 2026
CAPITAL & PLANNING, LLC History New 163 9 0.01% 1094 +163 New Q1 2026 May 15, 2026
New England Capital Financial Advisors LLC History No change 165 9 0.0% 0.0% 1091 0 0.0% Q1 2026 Apr 27, 2026
CGC Financial Services, LLC History No change 159 9 0.0% 0.0% 1092 0 0.0% Q1 2026 Apr 13, 2026
ENTRUST FINANCIAL LLC History Reduced 157 8 0.01% 0.01% 1099 -18 -10.29% Q1 2026 May 12, 2026
ADIRONDACK TRUST CO History No change 151 8 0.0% 0.0% 1095 0 0.0% Q1 2026 Apr 03, 2026
General Partner, Inc. History No change 148 8 0.0% 0.01% 1096 0 0.0% Q1 2026 Apr 08, 2026
Legacy Wealth Managment, LLC/ID History No change 155 8 0.0% 0.0% 1097 0 0.0% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History No change 142 8 0.0% 0.0% 1098 0 0.0% Q1 2026 May 15, 2026
Kilter Group LLC History Added to 139 7 0.0% 1103 +131 1637.5% Q1 2026 May 14, 2026
BALLAST ADVISORS LLC History New 130 7 0.0% 1104 +130 New Q1 2026 May 12, 2026
Retirement Wealth Solutions LLC History Reduced 129 7 0.0% 0.01% 1102 -7 -5.15% Q1 2026 Apr 07, 2026
Key FInancial Inc History No change 137 7 0.0% 0.0% 1100 0 0.0% Q1 2026 Apr 24, 2026
Archer Investment Corp History No change 133 7 0.0% 0.0% 1101 0 0.0% Q1 2026 May 04, 2026
Miller Global Investments, LLC History New 115 6 0.01% 1116 +115 New Q1 2026 Apr 06, 2026
Bank of New Hampshire History New 110 6 0.0% 1115 +110 New Q1 2026 Apr 13, 2026
RMG Wealth Management LLC History New 106 6 0.0% 1114 +106 New Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 111 6 0.0% 0.0% 1105 +65 141.3% Q1 2026 Apr 13, 2026
Piscataqua Savings Bank History Reduced 115 6 0.0% 0.01% 1108 -52 -31.14% Q1 2026 Apr 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 113 6 0.0% 0.0% 1106 0 0.0% Q1 2026 May 07, 2026
Cedar Mountain Advisors, LLC History No change 113 6 0.0% 0.0% 1107 0 0.0% Q1 2026 Apr 30, 2026
Private Wealth Asset Management, LLC History No change 120 6 0.0% 0.0% 1109 0 0.0% Q1 2026 May 06, 2026
Glass Jacobson Investment Advisors llc History No change 110 6 0.0% 0.0% 1110 0 0.0% Q1 2026 Apr 23, 2026
Nemes Rush Group LLC History No change 121 6 0.0% 0.0% 1111 0 0.0% Q1 2026 Apr 21, 2026
UNION SAVINGS BANK History No change 111 6 0.0% 0.0% 1112 0 0.0% Q1 2026 Apr 17, 2026
Basepoint Wealth LLC History No change 109 6 0.0% 0.0% 1113 0 0.0% Q1 2026 May 07, 2026
Triumph Capital Management History Reduced 98 5 0.0% 0.0% 1118 -175 -64.1% Q1 2026 May 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 101 5 0.0% 1126 +101 New Q1 2026 Apr 28, 2026
Costello Asset Management, INC History New 100 5 0.0% 1128 +100 New Q1 2026 Apr 30, 2026
Sapience Investments, LLC History New 95 5 0.65% 1127 +95 New Q1 2026 May 15, 2026
True Link Financial Advisors, LLC History New 90 5 0.0% 1129 +90 New Q1 2026 Apr 29, 2026
SJS Investment Consulting Inc. History Added to 96 5 0.0% 0.0% 1122 +45 88.24% Q1 2026 Apr 23, 2026
YANKCOM Partnership History Reduced 91 5 0.0% 0.0% 1123 -18 -16.51% Q1 2026 Apr 20, 2026
Tower View Wealth Management LLC History No change 103 5 0.0% 0.0% 1117 0 0.0% Q1 2026 Apr 20, 2026
Pflug Koory, LLC History No change 88 5 0.0% 0.0% 1119 0 0.0% Q1 2026 Apr 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 88 5 0.0% 0.0% 1120 0 0.0% Q1 2026 May 01, 2026
Princeton Global Asset Management LLC History No change 89 5 0.0% 0.0% 1121 0 0.0% Q1 2026 Apr 22, 2026
Rialto Wealth Management, LLC History No change 88 5 0.0% 0.0% 1124 0 0.0% Q1 2026 May 14, 2026
NorthAvenue LLC History No change 88 5 0.0% 0.0% 1125 0 0.0% Q1 2026 Apr 15, 2026
Lloyd Advisory Services, LLC. History Reduced 72 4 0.0% 0.04% 1132 -1,327 -94.85% Q1 2026 May 13, 2026
MV CAPITAL MANAGEMENT, INC. History New 86 4 0.0% 1136 +86 New Q1 2026 Apr 30, 2026
Richardson Capital Management LLC History New 85 4 0.0% 1135 +85 New Q1 2026 May 12, 2026
Kingdom Financial Group LLC. History New 72 4 0.0% 1137 +72 New Q1 2026 May 13, 2026
Quest 10 Wealth Builders, Inc. History Added to 80 4 0.0% 0.0% 1133 +5 6.67% Q1 2026 May 06, 2026
IMA Advisory Services, Inc. History Reduced 86 4 0.0% 0.0% 1130 -1 -1.15% Q1 2026 May 06, 2026
Nalls Sherbakoff Group, LLC History No change 71 4 0.0% 0.0% 1131 0 0.0% Q4 2025 Mar 12, 2026
Fourth Dimension Wealth, LLC History No change 82 4 0.0% 0.0% 1134 0 0.0% Q1 2026 May 11, 2026
Arlington Trust Co LLC History New 70 3 0.0% 1142 +70 New Q1 2026 Apr 08, 2026
Rakuten Securities, Inc. History New 62 3 0.0% 1143 +62 New Q1 2026 May 01, 2026
NBT BANK N A /NY History Added to 66 3 0.0% 0.0% 1138 +1 1.54% Q1 2026 Apr 28, 2026
Indiana Trust & Investment Management Co History No change 53 3 0.0% 0.0% 1139 0 0.0% Q1 2026 Apr 28, 2026
Principia Wealth Advisory, LLC History No change 47 3 0.0% 0.0% 1140 0 0.0% Q4 2025 Feb 10, 2026
Holos Integrated Wealth LLC History No change 69 3 0.0% 0.0% 1141 0 0.0% Q1 2026 Apr 08, 2026
MidFirst Bank History Reduced 37 2 0.0% 0.0% 1151 -51 -57.95% Q1 2026 May 15, 2026
Intentional Wealth Strategies, LLC History New 45 2 0.0% 1153 +45 New Q1 2026 May 05, 2026
Cornerstone Financial Management LLC History Added to 42 2 0.0% 0.0% 1152 +15 55.56% Q1 2026 May 08, 2026
PITTENGER & ANDERSON INC History No change 44 2 0.0% 0.0% 1144 0 0.0% Q1 2026 May 01, 2026
ATWOOD & PALMER INC History No change 37 2 0.0% 0.0% 1145 0 0.0% Q1 2026 Apr 15, 2026
HOEY INVESTMENTS, INC History No change 45 2 0.0% 0.0% 1146 0 0.0% Q1 2026 Apr 28, 2026
Western Pacific Wealth Management, LP History No change 46 2 0.0% 0.0% 1147 0 0.0% Q1 2026 Apr 17, 2026
New Millennium Group LLC History No change 39 2 0.0% 0.0% 1148 0 0.0% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History No change 31 2 0.0% 0.0% 1149 0 0.0% Q4 2025 Jan 13, 2026
Motiv8 Investments LLC History No change 26 2 0.0% 0.0% 1150 0 0.0% Q4 2025 Feb 13, 2026
Centennial Bank/AR/ History New 27 1 0.0% 1162 +27 New Q1 2026 May 06, 2026
Dogwood Wealth Management LLC History New 24 1 0.0% 1163 +24 New Q1 2026 May 12, 2026
Dunhill Financial, LLC History Reduced 32 1 0.0% 0.0% 1157 -22 -40.74% Q1 2026 May 06, 2026
Silicon Valley Capital Partners History New 19 1 0.0% 1161 +19 New Q1 2026 May 19, 2026
Darwin Wealth Management, LLC History No change 28 1 0.0% 0.0% 1154 0 0.0% Q1 2026 May 01, 2026
DHJJ Financial Advisors, Ltd. History No change 22 1 0.0% 0.0% 1155 0 0.0% Q1 2026 Apr 09, 2026
Covestor Ltd History No change 25 1 0.0% 0.0% 1156 0 0.0% Q1 2026 May 05, 2026
Gold Investment Management Ltd. History No change 21 1 0.0% 0.0% 1158 0 0.0% Q1 2026 Apr 22, 2026
Comprehensive Financial Planning, Inc./PA History No change 20 1 0.0% 0.0% 1159 0 0.0% Q1 2026 Apr 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 29 1 0.0% 0.0% 1160 0 0.0% Q1 2026 May 13, 2026
FACTORY MUTUAL INSURANCE CO History Closed out 0 0 0.3% -457,195 -100.0% Q1 2026 May 05, 2026
HRT FINANCIAL LP History Closed out 0 0 0.05% -248,941 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.04% -159,378 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.07% -133,331 -100.0% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Closed out 0 0 0.72% -117,480 -100.0% Q1 2026 May 04, 2026
ADVISORY RESEARCH INC History Closed out 0 0 0.79% -96,671 -100.0% Q1 2026 May 14, 2026
tru Independence LLC History Closed out 0 0 1.36% -82,266 -100.0% Q1 2026 Apr 22, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Closed out 0 0 0.18% -61,422 -100.0% Q1 2026 May 11, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -49,139 -100.0% Q1 2026 May 15, 2026
Belvedere Trading LLC History Closed out 0 0 0.0% -39,300 -100.0% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -37,532 -100.0% Q1 2026 May 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.28% -32,187 -100.0% Q1 2026 Apr 30, 2026
MARIETTA INVESTMENT PARTNERS LLC History Closed out 0 0 0.22% -17,069 -100.0% Q1 2026 Apr 28, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.03% -17,042 -100.0% Q1 2026 Apr 23, 2026
Tower Research Capital LLC (TRC) History Reduced 6 0 0.02% -15,134 -99.96% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -12,509 -100.0% Q1 2026 Apr 29, 2026
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.0% -11,392 -100.0% Q1 2026 May 18, 2026
Hilltop Holdings Inc. History Closed out 0 0 0.04% -11,333 -100.0% Q1 2026 May 14, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -11,101 -100.0% Q1 2026 Apr 23, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.02% -10,233 -100.0% Q1 2026 May 14, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.11% -8,472 -100.0% Q1 2026 May 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -8,158 -100.0% Q1 2026 May 12, 2026
Cordatus Wealth Management LLC History Closed out 0 0 0.12% -7,629 -100.0% Q1 2026 Apr 29, 2026
AlTi Global, Inc. History Closed out 0 0 0.01% -6,638 -100.0% Q1 2026 May 07, 2026
CERTIOR FINANCIAL GROUP, LLC History Closed out 0 0 0.25% -5,619 -100.0% Q1 2026 Apr 27, 2026
Brucke Financial, Inc. History Closed out 0 0 0.2% -5,529 -100.0% Q1 2026 Apr 10, 2026
Garner Asset Management Corp History Closed out 0 0 0.13% -5,374 -100.0% Q1 2026 Apr 28, 2026
Bramshill Investments, LLC History Closed out 0 0 0.02% -5,333 -100.0% Q1 2026 May 15, 2026
Phraction Management LLC History Closed out 0 0 0.09% -5,222 -100.0% Q1 2026 Apr 23, 2026
Atlatl Advisers LLC History Closed out 0 0 0.12% -4,729 -100.0% Q1 2026 May 07, 2026
BSW Wealth Partners History Closed out 0 0 0.04% -4,529 -100.0% Q1 2026 Apr 14, 2026
Sky Investment Group LLC History Closed out 0 0 0.05% -4,306 -100.0% Q1 2026 Apr 16, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Closed out 0 0 0.06% -4,251 -100.0% Q1 2026 Apr 15, 2026
Sage Mountain Advisors LLC History Closed out 0 0 0.01% -4,149 -100.0% Q1 2026 May 11, 2026
STEINBERG ASSET MANAGEMENT LLC History Closed out 0 0 0.2% -4,117 -100.0% Q1 2026 May 11, 2026
STOCK YARDS BANK & TRUST CO History Closed out 0 0 0.01% -4,065 -100.0% Q1 2026 Apr 24, 2026
Stokes Family Office, LLC History Closed out 0 0 0.02% -4,013 -100.0% Q1 2026 May 11, 2026
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 0.04% -3,925 -100.0% Q1 2026 Apr 15, 2026
PFG Advisors History Closed out 0 0 0.01% -3,878 -100.0% Q1 2026 May 05, 2026
THRYVE WEALTH MANAGEMENT LLC History Closed out 0 0 0.12% -3,802 -100.0% Q1 2026 May 14, 2026
FRG Family Wealth Advisors LLC History Closed out 0 0 0.04% -3,752 -100.0% Q1 2026 Apr 24, 2026
FIRST CITIZENS BANK & TRUST CO History Closed out 0 0 0.01% -3,701 -100.0% Q1 2026 May 13, 2026
SYM FINANCIAL Corp History Closed out 0 0 0.02% -3,606 -100.0% Q1 2026 May 08, 2026
Cannell & Spears LLC History Closed out 0 0 0.0% -3,602 -100.0% Q1 2026 May 15, 2026
Cypress Wealth Services, LLC History Closed out 0 0 0.03% -3,480 -100.0% Q1 2026 Apr 15, 2026
NerdWallet Wealth Partners, LLC History Closed out 0 0 0.1% -3,466 -100.0% Q1 2026 May 05, 2026
Fiduciary Group, LLC History Closed out 0 0 0.02% -3,440 -100.0% Q1 2026 May 11, 2026
Wellington Shields & Co., LLC History Closed out 0 0 0.06% -3,418 -100.0% Q1 2026 May 04, 2026
Carr Financial Group Corp History Closed out 0 0 0.06% -3,372 -100.0% Q1 2026 May 12, 2026
Azimuth Capital Investment Management LLC History Closed out 0 0 0.01% -3,319 -100.0% Q1 2026 May 12, 2026
BCS Wealth Management History Closed out 0 0 0.02% -3,304 -100.0% Q1 2026 Apr 17, 2026
JMAC ENTERPRISES LLC History Closed out 0 0 0.04% -3,211 -100.0% Q1 2026 May 01, 2026
Ranch Capital Advisors Inc. History Closed out 0 0 0.08% -3,172 -100.0% Q1 2026 May 06, 2026
Centurion Wealth Management LLC History Closed out 0 0 0.05% -3,171 -100.0% Q1 2026 Apr 10, 2026
GWN SECURITIES INC. History Closed out 0 0 0.04% -3,166 -100.0% Q1 2026 May 14, 2026
San Luis Wealth Advisors LLC History Closed out 0 0 0.03% -3,141 -100.0% Q1 2026 Apr 29, 2026
BOSTON FAMILY OFFICE LLC History Closed out 0 0 0.01% -3,120 -100.0% Q1 2026 May 13, 2026
Verity & Verity, LLC History Closed out 0 0 0.02% -3,111 -100.0% Q1 2026 Apr 15, 2026
Foster Group, Inc. History Closed out 0 0 0.01% -3,106 -100.0% Q1 2026 Apr 13, 2026
Canopy Partners, LLC History Closed out 0 0 0.07% -3,087 -100.0% Q1 2026 May 11, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -3,075 -100.0% Q1 2026 May 14, 2026
Comprehensive Money Management Services LLC History Closed out 0 0 0.14% -3,064 -100.0% Q1 2026 Apr 23, 2026
WASHINGTON TRUST Co History Closed out 0 0 0.01% -3,063 -100.0% Q1 2026 Apr 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.01% -2,949 -100.0% Q1 2026 Apr 28, 2026
USA FINANCIAL FORMULAS History Closed out 0 0 0.03% -2,885 -100.0% Q1 2026 Apr 14, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.05% -2,651 -100.0% Q1 2026 May 15, 2026
Riverview Trust Co History Closed out 0 0 0.19% -2,385 -100.0% Q1 2026 May 01, 2026
Westfuller Advisors, LLC History Closed out 0 0 0.06% -2,187 -100.0% Q1 2026 Apr 28, 2026
Camelot Portfolios, LLC History Closed out 0 0 0.07% -1,776 -100.0% Q1 2026 May 08, 2026
MASECO LLP History Closed out 0 0 0.0% -1,275 -100.0% Q1 2026 Apr 21, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -669 -100.0% Q1 2026 May 15, 2026
Quattro Advisors LLC History Closed out 0 0 0.03% -505 -100.0% Q1 2026 May 14, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -494 -100.0% Q1 2026 May 07, 2026
BOK Financial Private Wealth, Inc. History Closed out 0 0 0.0% -444 -100.0% Q1 2026 May 12, 2026
Merited Wealth, LLC History Closed out 0 0 0.03% -444 -100.0% Q1 2026 Apr 24, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -383 -100.0% Q1 2026 May 06, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -356 -100.0% Q1 2026 May 15, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 0.01% -355 -100.0% Q1 2026 May 12, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.01% -244 -100.0% Q1 2026 May 04, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 0.02% -229 -100.0% Q1 2026 May 01, 2026
Navigoe, LLC History Closed out 0 0 0.01% -220 -100.0% Q1 2026 May 01, 2026
PROFFITT & GOODSON INC History Closed out 0 0 0.0% -217 -100.0% Q1 2026 May 06, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 0.01% -177 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -162 -100.0% Q1 2026 May 01, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 0.01% -137 -100.0% Q1 2026 May 14, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.0% -133 -100.0% Q1 2026 May 11, 2026
JCIC Asset Management Inc. History Closed out 0 0 0.0% -106 -100.0% Q1 2026 Apr 13, 2026
Center for Financial Planning, Inc. History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 04, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.0% -63 -100.0% Q1 2026 May 11, 2026
Crewe Advisors LLC History Closed out 0 0 0.0% -60 -100.0% Q1 2026 May 07, 2026
Navalign, LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 Apr 29, 2026
Signature Resources Capital Management, LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 01, 2026
Minot DeBlois Advisors LLC History Closed out 0 0 0.0% -44 -100.0% Q1 2026 May 08, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -39 -100.0% Q1 2026 May 12, 2026
DecisionPoint Financial, LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 06, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 12, 2026
West Financial Advisors, LLC History Closed out 0 0 0.0% -19 -100.0% Q1 2026 Apr 08, 2026
Burk Holdings LLC History New 16 0 +16 New Q1 2026 May 07, 2026
Quent Capital, LLC History Closed out 0 0 -13 -100.0% Q1 2026 Apr 28, 2026
Caitlin John, LLC History Closed out 0 0 -13 -100.0% Q1 2026 May 13, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -8 -100.0% Q1 2026 May 12, 2026
Nvest Wealth Strategies, Inc. History New 6 0 +6 New Q1 2026 Apr 13, 2026
Strategic Advocates LLC History Closed out 0 0 -6 -100.0% Q1 2026 May 15, 2026
Walsh & Associates, LLC History New 4 0 +4 New Q1 2026 May 15, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 -2 -100.0% Q1 2026 Apr 16, 2026
Plante Moran Financial Advisors, LLC History No change 15 0 0 0.0% Q1 2026 May 05, 2026
BFSG, LLC History No change 13 0 0 0.0% Q1 2026 Apr 28, 2026
Elevated Capital Advisors, LLC History No change 14 0 0 0.0% Q1 2026 Apr 30, 2026
Robbins Farley History No change 8 0 0 0.0% Q1 2026 Apr 17, 2026
Fairman Group, LLC History No change 11 0 0 0.0% Q1 2026 Apr 23, 2026
WealthCollab, LLC History No change 16 0 0.0% 0 0.0% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History No change 5 0 0 0.0% Q1 2026 May 11, 2026