VANGUARD WORLD FUND - VFH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 23,948,132 2,893,173 0.21% 0.23% 1 +379,485 1.61% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 3,665,584 442,839 0.03% 0.03% 2 +61,297 1.7% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 1,932,970 233,522 0.04% 0.04% 3 +121,796 6.72% Q1 2026 May 11, 2026
UBS Group AG History Added to 1,906,091 230,274 0.03% 0.04% 4 +176,235 10.19% Q1 2026 May 05, 2026
PGIM Custom Harvest LLC History Added to 1,623,706 196,159 3.06% 2.97% 5 +117,664 7.81% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,279,151 154,534 0.05% 0.05% 6 +42,507 3.44% Q1 2026 May 14, 2026
FMR LLC History Reduced 964,644 116,538 0.01% 0.01% 7 -3,952 -0.41% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 931,719 112,924 0.03% 0.03% 8 -24,612 -2.57% Q1 2026 May 15, 2026
Main Management ETF Advisors, LLC History New 924,885 111,735 4.17% — 9 +924,885 New Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 918,506 110,964 0.03% 0.04% 10 -72,990 -7.36% Q1 2026 May 06, 2026
TWO SIGMA INVESTMENTS, LP History New 669,100 80,833 0.07% — 11 +669,100 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 579,925 70,061 0.01% 0.01% 12 +49,666 9.37% Q1 2026 May 15, 2026
Beacon Capital Management, Inc. History Reduced 554,302 66,965 3.77% 5.66% 13 -238,279 -30.06% Q1 2026 May 08, 2026
STIFEL FINANCIAL CORP History Reduced 462,752 55,904 0.05% 0.06% 14 -7,035 -1.5% Q1 2026 May 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 450,804 54,461 0.01% 0.02% 15 -112,593 -19.98% Q1 2026 May 04, 2026
JPMORGAN CHASE & CO History Reduced 439,490 51,965 0.0% 0.0% 16 -34,245 -7.23% Q1 2026 May 13, 2026
Cetera Investment Advisers History Reduced 417,604 50,450 0.05% 0.07% 17 -31,821 -7.08% Q1 2026 May 13, 2026
Lido Advisors, LLC History Added to 333,523 40,293 0.12% 0.13% 18 +12,658 3.94% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 287,995 34,792 0.02% 0.03% 19 -80,513 -21.85% Q1 2026 May 07, 2026
ALLIANZ SE History Added to 267,713 32,342 0.36% 0.0% 20 +267,667 581884.78% Q1 2026 May 11, 2026
OSAIC HOLDINGS, INC. History Reduced 256,745 31,032 0.05% 0.06% 21 -67,049 -20.71% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 245,185 29,620 0.05% 0.06% 22 -3,466 -1.39% Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 243,080 29,366 0.1% 0.12% 23 -27,753 -10.25% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Added to 212,792 25,712 0.08% 0.17% 24 +12,230 6.1% Q1 2026 May 12, 2026
Pinnacle Financial Partners, Inc. History Reduced 212,119 25,642 0.2% 0.22% 25 -3,161 -1.47% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 202,755 24,494 0.01% 0.02% 26 -6,126 -2.93% Q1 2026 May 08, 2026
Corient Private Wealth LLC History Reduced 207,300 24,254 0.03% 0.04% 27 -1,168 -0.56% Q1 2026 May 15, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 193,484 23,374 0.78% 0.87% 28 -9,630 -4.74% Q1 2026 May 15, 2026
Ayalon Insurance Comp Ltd. History Added to 178,031 21,508 4.39% 4.15% 29 +49,950 39.0% Q1 2026 Apr 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 166,330 20,094 0.06% 0.05% 30 -2,135 -1.27% Q1 2026 May 04, 2026
Main Management LLC History Added to 157,110 18,980 1.38% 0.49% 31 +106,384 209.72% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 151,450 18,297 0.05% 0.04% 32 +9,650 6.81% Q1 2026 Apr 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 150,228 18,148 0.03% 0.03% 33 -5,675 -3.64% Q1 2026 May 15, 2026
CMH Wealth Management LLC History Added to 145,284 17,551 3.01% 3.78% 34 +13,115 9.92% Q1 2026 Apr 13, 2026
Cedar Mountain Advisors, LLC History Reduced 145,240 17,546 3.43% 3.76% 35 -790 -0.54% Q1 2026 Apr 30, 2026
GOLDMAN SACHS GROUP INC History Added to 144,203 17,421 0.0% 0.0% 36 +43,756 43.56% Q1 2026 May 15, 2026
TRUST CO OF OKLAHOMA History Added to 143,602 17,348 5.05% 5.49% 37 +2,570 1.82% Q1 2026 Apr 20, 2026
Mariner, LLC History Reduced 141,654 17,113 0.02% 0.03% 38 -33,040 -18.91% Q1 2026 May 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 138,679 16,753 0.24% 0.26% 39 0 0.0% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 136,333 16,470 0.03% 0.04% 40 +45,129 49.48% Q1 2026 May 01, 2026
HighTower Advisors, LLC History Added to 133,399 16,116 0.02% 0.02% 41 +1,884 1.43% Q1 2026 May 05, 2026
Ameritas Advisory Services, LLC History Reduced 132,878 16,052 0.62% 0.87% 42 -42,396 -24.19% Q1 2026 May 12, 2026
Sanctuary Advisors, LLC History Added to 120,922 14,608 0.08% 0.09% 43 +2,952 2.5% Q1 2026 May 05, 2026
Focus Partners Wealth History Added to 120,635 14,574 0.02% 0.02% 44 +2,045 1.72% Q1 2026 May 14, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 114,275 13,805 5.12% 5.51% 45 +2,886 2.59% Q1 2026 Apr 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 110,931 13,401 0.36% 0.39% 46 -2,001 -1.77% Q1 2026 Apr 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 103,999 12,564 0.02% 0.03% 47 -44,754 -30.09% Q1 2026 Apr 27, 2026
Cresset Asset Management, LLC History Added to 103,527 12,507 0.05% 0.05% 48 +8,059 8.44% Q1 2026 May 15, 2026
Winthrop Capital Management, LLC History Reduced 103,156 12,462 3.2% 3.25% 49 -1,286 -1.23% Q1 2026 Apr 28, 2026
Marmo Financial Group, LLC History Reduced 102,669 12,403 6.14% 6.49% 50 -127 -0.12% Q1 2026 Apr 23, 2026
WBH ADVISORY INC History Reduced 100,902 12,192 0.91% 1.08% 51 -8,254 -7.56% Q1 2026 Apr 27, 2026
Allen Investment Management, LLC History No change 95,861 11,580 0.14% 0.14% 52 0 0.0% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 93,490 11,294 0.02% 0.03% 53 -36,297 -27.97% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 92,079 11,124 0.02% 0.03% 54 -34,083 -27.02% Q1 2026 May 01, 2026
Kestra Advisory Services, LLC History Added to 90,471 10,929 0.04% 0.03% 55 +36,831 68.66% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 91,748 10,756 0.01% 0.01% 56 +7,677 9.13% Q1 2026 May 15, 2026
CALTON & ASSOCIATES, INC. History Reduced 88,050 10,637 1.53% 1.73% 57 -232 -0.26% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 87,848 10,612 0.0% 0.0% 58 +26,052 42.16% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 87,810 10,608 0.01% 0.02% 59 -10,170 -10.38% Q1 2026 Apr 27, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 84,626 10,224 0.03% 0.03% 60 -1,487 -1.73% Q1 2026 Apr 30, 2026
Wheelhouse Advisory Group LLC History Added to 83,692 10,110 3.35% 4.13% 61 +3,016 3.74% Q1 2026 Apr 23, 2026
Cerity Partners LLC History Added to 79,403 9,592 0.01% 0.01% 62 +46,872 144.08% Q1 2026 May 15, 2026
Creative Planning History Added to 78,423 9,474 0.01% 0.01% 63 +2,648 3.49% Q1 2026 May 12, 2026
CHAI TRUST CO LLC History No change 78,063 9,430 0.8% 0.9% 64 0 0.0% Q1 2026 May 15, 2026
Madison Asset Management, LLC History Added to 65,452 7,907 0.1% 0.1% 65 +215 0.33% Q1 2026 May 07, 2026
Robertson Stephens Wealth Management, LLC History Reduced 65,095 7,864 0.22% 0.23% 66 -695 -1.06% Q1 2026 Apr 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 64,046 7,737 0.0% 0.0% 67 +43,583 212.98% Q1 2026 May 13, 2026
LCM Capital Management Inc History Added to 61,912 7,479 3.75% 3.95% 68 +680 1.11% Q1 2026 Apr 21, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 60,063 7,256 0.83% 0.96% 69 -4,281 -6.65% Q1 2026 May 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 59,085 7,138 1.62% 1.7% 70 +2,591 4.59% Q1 2026 Apr 15, 2026
Summit Financial, LLC History Added to 58,839 7,108 0.09% 0.09% 71 +10,622 22.03% Q1 2026 May 15, 2026
HANCOCK WHITNEY CORP History Added to 58,818 7,105 0.12% 0.14% 72 +95 0.16% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 50,752 6,770 0.04% 0.02% 73 +30,277 147.87% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 53,561 6,470 0.03% 0.02% 74 +1 0.0% Q1 2026 May 14, 2026
BTG Pactual Asset Management US LLC History Added to 51,872 6,266 0.54% 0.59% 75 +4,180 8.76% Q1 2026 May 14, 2026
Annex Advisory Services, LLC History Reduced 51,646 6,239 0.12% 0.13% 76 -1,069 -2.03% Q1 2026 Apr 16, 2026
Richmond Brothers, Inc. History Reduced 51,132 6,177 4.11% 4.41% 77 -751 -1.45% Q1 2026 May 11, 2026
Gibraltar Capital Management, Inc. History Added to 50,692 6,124 1.05% 1.14% 78 +502 1.0% Q1 2026 Apr 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 50,549 6,106 0.06% 0.07% 79 -1,042 -2.02% Q1 2026 May 14, 2026
COMERICA BANK History No change 44,972 6,003 0.02% 0.02% 80 0 0.0% Q4 2025 Jan 29, 2026
Quantinno Capital Management LP History Added to 49,427 5,971 0.01% 0.01% 81 +15,314 44.89% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 49,357 5,962 0.01% 0.01% 82 +26,589 116.78% Q1 2026 May 06, 2026
AlphaCore Capital LLC History Reduced 49,322 5,958 0.14% 0.2% 83 -18,412 -27.18% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 48,443 5,852 0.0% 0.0% 84 +5,070 11.69% Q1 2026 May 13, 2026
Integrated Wealth Concepts LLC History Added to 48,036 5,803 0.05% 0.07% 85 +5,593 13.18% Q1 2026 May 15, 2026
THEORY FINANCIAL LLC History Reduced 47,928 5,790 2.03% 6.33% 86 -95,496 -66.58% Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 47,542 5,743 0.05% 0.05% 87 +1,363 2.95% Q1 2026 May 01, 2026
Frank, Rimerman Advisors LLC History Reduced 47,426 5,729 0.38% 0.42% 88 -1,750 -3.56% Q1 2026 Apr 29, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 47,272 5,710 1.69% 1.86% 89 +2,080 4.6% Q1 2026 Apr 20, 2026
Merit Financial Group, LLC History Added to 46,101 5,569 0.04% 0.05% 90 +568 1.25% Q1 2026 Apr 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 42,292 5,360 0.07% 0.07% 91 -555 -1.3% Q1 2026 May 06, 2026
Wall Street Financial Group, Inc. History Added to 43,619 5,269 3.12% 4.17% 92 +746 1.74% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Reduced 42,864 5,178 0.02% 0.04% 93 -15,221 -26.2% Q1 2026 Apr 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 41,686 5,036 0.03% 0.01% 94 +22,660 119.1% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Reduced 41,246 4,983 0.01% 0.01% 95 -3,377 -7.57% Q1 2026 May 13, 2026
LMG Wealth Partners, LLC History Added to 40,849 4,935 0.9% 0.98% 96 +1,437 3.65% Q1 2026 Apr 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 54,064 4,886 0.01% 0.02% 97 -59,050 -52.2% Q1 2026 Apr 08, 2026
Financial Freedom, LLC History Reduced 40,151 4,850 2.42% 3.23% 98 -8,568 -17.59% Q1 2026 Apr 30, 2026
Altura Wealth Advisors Inc. History Added to 39,708 4,797 2.09% 2.17% 99 +2,009 5.33% Q1 2026 May 12, 2026
Silver Coast Investments LLC History Added to 38,771 4,683 1.49% 1.6% 100 +3,889 11.15% Q1 2026 Apr 22, 2026
Pathstone Holdings, LLC History Added to 38,504 4,651 0.02% 0.02% 101 +1,735 4.72% Q1 2026 May 11, 2026
Banque Transatlantique SA History New 38,290 4,625 0.11% — 102 +38,290 New Q1 2026 May 13, 2026
Cascade Financial Partners, LLC History Reduced 37,935 4,582 0.47% 0.55% 103 -3,014 -7.36% Q1 2026 May 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 37,220 4,496 0.06% 0.06% 104 +2,525 7.28% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Added to 37,128 4,485 0.0% 0.0% 105 +10,906 41.59% Q1 2026 May 15, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 33,247 4,438 1.39% 1.39% 106 0 0.0% Q4 2025 Feb 10, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 36,611 4,422 0.99% 1.03% 107 +85 0.23% Q1 2026 Apr 23, 2026
Anchor Investment Management, LLC History Added to 36,024 4,352 0.36% 0.37% 108 +1,593 4.63% Q1 2026 May 01, 2026
Quaker Wealth Management, LLC History Added to 35,526 4,291 1.34% 1.43% 109 +1,677 4.95% Q1 2026 Apr 10, 2026
Matthew Goff Investment Advisor, LLC History New 35,004 4,228 0.7% — 110 +35,004 New Q1 2026 Apr 16, 2026
Concurrent Investment Advisors, LLC History Reduced 34,725 4,195 0.05% 0.06% 111 -2,037 -5.54% Q1 2026 Apr 20, 2026
North Forty Two & Co. History Reduced 32,707 3,951 3.65% 4.13% 112 -90 -0.27% Q1 2026 Apr 21, 2026
Argentarii, LLC History Reduced 31,819 3,844 1.34% 1.57% 113 -4,221 -11.71% Q1 2026 May 12, 2026
Gladstone Institutional Advisory LLC History Added to 31,463 3,801 0.14% 0.15% 114 +1,690 5.68% Q1 2026 May 14, 2026
MAI Capital Management History Reduced 31,246 3,774 0.02% 0.02% 115 -973 -3.02% Q1 2026 May 15, 2026
Focus Financial Network, Inc. History Added to 31,039 3,749 0.13% 0.14% 116 +1,190 3.99% Q1 2026 Apr 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 30,978 3,742 0.0% 0.0% 117 +14,410 86.97% Q1 2026 May 15, 2026
Joule Financial, LLC History Added to 30,418 3,674 1.07% 0.94% 118 +6,913 29.41% Q1 2026 Apr 14, 2026
NORTHERN TRUST CORP History Added to 30,333 3,664 0.0% 0.0% 119 +2,510 9.02% Q1 2026 May 14, 2026
Waverly Advisors, LLC History Added to 29,655 3,582 0.03% 0.03% 120 +558 1.92% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 29,257 3,534 0.04% 0.05% 121 +1,909 6.98% Q1 2026 Apr 20, 2026
Advisors Capital Management, LLC History Added to 28,611 3,456 0.04% 0.04% 122 +726 2.6% Q1 2026 May 01, 2026
Federation des caisses Desjardins du Quebec History Reduced 28,265 3,414 0.01% 0.03% 124 -25,944 -47.86% Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History Added to 28,260 3,414 0.02% 0.02% 123 +9,494 50.59% Q1 2026 May 15, 2026
RCW Management, LLC History Added to 28,222 3,409 3.49% 3.74% 125 +487 1.76% Q1 2026 Apr 15, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 27,832 3,362 1.32% 1.47% 126 -1,301 -4.47% Q1 2026 Apr 07, 2026
PARK NATIONAL CORP /OH/ History Added to 27,738 3,351 0.1% 0.11% 127 +238 0.87% Q1 2026 Apr 16, 2026
City State Bank History Added to 27,721 3,348 0.87% 0.99% 128 +736 2.73% Q1 2026 Apr 20, 2026
Tandem Wealth Advisors LLC History Added to 27,577 3,331 1.49% 1.53% 129 +214 0.78% Q1 2026 May 06, 2026
Sharper & Granite LLC History Added to 26,339 3,182 1.09% 1.1% 130 +2,867 12.21% Q1 2026 Apr 08, 2026
Allworth Financial LP History Added to 26,198 3,164 0.01% 0.01% 131 +197 0.76% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Added to 26,038 3,145 0.0% 0.0% 132 +13,782 112.45% Q1 2026 May 15, 2026
Trinity Legacy Partners, LLC History Added to 24,616 3,129 0.68% 0.73% 133 +814 3.42% Q1 2026 Apr 16, 2026
BOKF, NA History Reduced 25,547 3,086 0.05% 0.05% 134 -138 -0.54% Q1 2026 May 08, 2026
D.A. DAVIDSON & CO. History Added to 25,208 3,045 0.02% 0.02% 135 +1,376 5.77% Q1 2026 May 05, 2026
OPPENHEIMER & CO INC History Reduced 24,866 3,004 0.04% 0.05% 136 -2,908 -10.47% Q1 2026 Apr 23, 2026
IHT Wealth Management, LLC History Reduced 24,595 2,971 0.07% 0.08% 137 -880 -3.45% Q1 2026 May 15, 2026
Lebenthal Global Advisors, LLC History New 24,521 2,962 0.43% — 138 +24,521 New Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 24,481 2,957 0.0% 0.0% 139 +18,781 329.49% Q1 2026 May 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 23,385 2,825 0.14% 0.14% 140 +847 3.76% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 23,092 2,789 0.02% 0.05% 141 -23,805 -50.76% Q1 2026 Apr 14, 2026
Elm Partners Management LLC History Reduced 23,474 2,775 0.12% 0.23% 142 -14,310 -37.87% Q1 2026 May 13, 2026
Praetorian Wealth Management, Inc. History Reduced 21,904 2,749 0.52% 0.59% 143 -499 -2.23% Q1 2026 Apr 09, 2026
CITIGROUP INC History Added to 21,831 2,637 0.0% 0.0% 144 +366 1.71% Q1 2026 May 11, 2026
Snowden Capital Advisors LLC History Reduced 21,812 2,635 0.07% 0.08% 145 -944 -4.15% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 21,688 2,620 0.07% 0.07% 146 +138 0.64% Q1 2026 May 15, 2026
O'ROURKE & COMPANY, Inc History Reduced 21,436 2,589 1.02% 1.15% 147 -651 -2.95% Q1 2026 May 14, 2026
Royal Fund Management, LLC History Added to 20,900 2,531 0.24% 0.23% 148 +1,898 9.99% Q1 2026 May 19, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 20,947 2,530 0.2% 0.22% 149 -717 -3.31% Q1 2026 Apr 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 20,925 2,528 0.02% 0.02% 150 0 0.0% Q1 2026 May 15, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 20,696 2,500 0.17% 0.25% 151 -207 -0.99% Q1 2026 May 07, 2026
Horizon Family Wealth, Inc. History Reduced 20,026 2,419 1.28% 1.43% 152 -48 -0.24% Q1 2026 May 08, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 19,736 2,384 0.06% 0.08% 153 -1,947 -8.98% Q1 2026 Apr 07, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 18,654 2,253 0.15% 0.17% 154 -289 -1.53% Q1 2026 Apr 15, 2026
MontVue Capital Management, Inc. History Reduced 18,625 2,250 1.53% 1.66% 155 -23 -0.12% Q1 2026 Apr 16, 2026
Advisory Services Network, LLC History Reduced 18,509 2,236 0.03% 0.05% 156 -7,195 -27.99% Q1 2026 May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 17,971 2,171 0.02% 0.02% 157 -514 -2.78% Q1 2026 May 12, 2026
Madden Advisory Services, Inc. History Added to 17,863 2,157 0.85% 0.29% 158 +12,438 229.27% Q1 2026 May 11, 2026
Clear Creek Financial Management, LLC History Reduced 17,617 2,128 0.16% 0.43% 159 -21,817 -55.33% Q1 2026 Apr 22, 2026
Cornerstone Wealth Management, LLC History Reduced 17,469 2,110 0.11% 0.12% 160 -63 -0.36% Q1 2026 Apr 23, 2026
Essex Financial Services, Inc. History Reduced 17,350 2,096 0.12% 0.14% 161 -438 -2.46% Q1 2026 Apr 24, 2026
Avion Wealth History Reduced 16,981 2,051 0.42% 0.48% 162 -107 -0.63% Q1 2026 May 01, 2026
Raab & Moskowitz Asset Management LLC History Reduced 16,467 1,989 0.44% 0.49% 163 -244 -1.46% Q1 2026 May 21, 2026
BlackRock, Inc. History Reduced 16,214 1,958 0.0% 0.0% 164 -536 -3.2% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Added to 16,168 1,953 0.01% 0.01% 165 +688 4.44% Q1 2026 May 08, 2026
Terra Nova Asset Management LLC History Reduced 16,118 1,947 1.44% 1.45% 166 -336 -2.04% Q1 2026 Apr 16, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 15,882 1,918 0.59% 0.46% 167 -338 -2.08% Q1 2026 May 12, 2026
Cornerstone Planning, LLC History New 15,788 1,908 0.43% — 168 +15,788 New Q1 2026 May 11, 2026
Institute for Wealth Management, LLC. History Added to 15,670 1,893 0.2% 0.17% 169 +3,301 26.69% Q1 2026 May 13, 2026
Independent Advisor Alliance History Added to 15,409 1,861 0.02% 0.01% 170 +13,707 805.35% Q1 2026 May 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 15,390 1,859 0.15% 0.18% 171 -1,751 -10.22% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 15,368 1,857 0.02% 0.01% 172 +6,910 81.7% Q1 2026 Apr 07, 2026
Atria Investments, Inc History Reduced 15,010 1,813 0.02% 0.04% 173 -9,613 -39.04% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 14,731 1,779 0.03% 0.02% 174 +6,287 74.46% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 14,639 1,768 0.03% 0.02% 175 +5,267 56.2% Q1 2026 May 11, 2026
Parallel Advisors, LLC History Added to 14,577 1,761 0.03% 0.03% 176 +1,087 8.06% Q1 2026 May 07, 2026
JM2 Capital Inc. History Reduced 14,570 1,760 1.46% 1.57% 177 -25 -0.17% Q1 2026 Apr 27, 2026
SCS Capital Management LLC History Reduced 14,478 1,749 0.02% 0.02% 178 -135 -0.92% Q1 2026 May 11, 2026
Prospera Financial Services Inc History Added to 14,464 1,747 0.03% 0.03% 179 +570 4.1% Q1 2026 Apr 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 14,227 1,718 0.01% 0.01% 180 -138 -0.96% Q1 2026 May 08, 2026
Krilogy Financial LLC History Reduced 13,442 1,717 0.06% 0.06% 181 -1,005 -6.96% Q1 2026 Apr 17, 2026
Novak & Powell Financial Services, Inc. History Reduced 13,950 1,685 0.91% 1.0% 182 -379 -2.64% Q1 2026 May 14, 2026
NorthCrest Asset Manangement, LLC History Reduced 13,783 1,672 0.05% 0.07% 183 -8,185 -37.26% Q1 2026 Apr 08, 2026
HUNTINGTON NATIONAL BANK History Added to 13,782 1,665 0.01% 0.01% 184 +2,988 27.68% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 13,524 1,633 0.06% 0.04% 185 -990 -6.82% Q1 2026 Apr 23, 2026
Evanson Asset Management, LLC History Reduced 13,270 1,603 0.09% 0.1% 186 -517 -3.75% Q1 2026 Apr 08, 2026
Bank of Marin History Added to 13,249 1,600 1.17% 1.21% 187 +76 0.58% Q1 2026 May 14, 2026
Bigelow Investment Advisors, LLC History Reduced 13,209 1,595 0.64% 0.79% 188 -1,983 -13.05% Q1 2026 Apr 23, 2026
FIDUCIARY TRUST CO History No change 13,108 1,583 0.02% 0.02% 189 0 0.0% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Added to 12,899 1,558 0.07% 0.04% 190 +5,944 85.46% Q1 2026 Apr 29, 2026
Gotham Asset Management, LLC History No change 12,609 1,523 0.0% 0.01% 191 0 0.0% Q1 2026 May 15, 2026
World Investment Advisors History Reduced 12,524 1,512 0.02% 0.04% 192 -8,089 -39.24% Q1 2026 Apr 27, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 12,488 1,508 0.82% 0.98% 193 -1,365 -9.85% Q1 2026 Apr 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 12,437 1,502 0.03% 0.03% 194 +452 3.77% Q1 2026 Apr 15, 2026
Disciplined Investors, L.L.C. History Added to 12,402 1,498 0.89% 1.08% 195 +50 0.4% Q1 2026 May 12, 2026
Magnus Financial Group LLC History Added to 12,353 1,492 0.12% 0.13% 196 +11 0.09% Q1 2026 Apr 10, 2026
RBA Wealth Management, LLC History Reduced 12,334 1,490 0.54% 0.56% 197 -141 -1.13% Q1 2026 Apr 22, 2026
Live Oak Investment Partners History Reduced 12,294 1,485 0.88% 1.06% 198 -663 -5.12% Q1 2026 Apr 29, 2026
Manchester Capital Management LLC History No change 12,162 1,469 0.21% 0.22% 199 0 0.0% Q1 2026 May 11, 2026
Baird Financial Group, Inc. History Added to 12,096 1,461 0.0% 0.0% 200 +507 4.37% Q1 2026 May 14, 2026
One Charles Private Wealth Services, LLC History Added to 12,004 1,450 0.36% 0.41% 201 +186 1.57% Q1 2026 May 07, 2026
Idaho Trust Co History Added to 11,941 1,442 0.47% 0.53% 202 +13 0.11% Q1 2026 May 08, 2026
Wealthcare Capital Partners, LLC History Added to 11,932 1,441 0.68% 0.74% 203 +91 0.77% Q1 2026 Apr 15, 2026
Evolution Wealth Advisors, LLC History No change 11,889 1,436 0.15% 0.16% 204 0 0.0% Q1 2026 May 08, 2026
Cladis Investment Advisory, LLC History Reduced 11,755 1,420 0.78% 0.87% 205 -100 -0.84% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 10,562 1,409 0.01% 0.01% 206 0 0.0% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 11,624 1,404 0.0% 0.0% 207 +1,944 20.08% Q1 2026 May 05, 2026
Keebeck Wealth Management History No change 11,465 1,385 0.16% 0.18% 208 0 0.0% Q1 2026 May 14, 2026
Private Wealth Advisors, LLC History Reduced 11,448 1,383 0.39% 0.51% 209 -508 -4.25% Q1 2026 May 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 11,200 1,353 0.03% 0.04% 210 -2,173 -16.25% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Added to 11,161 1,348 0.01% 0.01% 211 +4 0.04% Q1 2026 Apr 27, 2026
17 CAPITAL PARTNERS, LLC History Added to 11,052 1,335 0.69% 0.7% 212 +846 8.29% Q1 2026 May 13, 2026
Capital Management Associates, Inc History Added to 11,022 1,331 0.3% 0.27% 213 +1,781 19.27% Q1 2026 Apr 22, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 10,855 1,311 0.03% 0.03% 214 +114 1.06% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History No change 10,839 1,309 0.05% 0.05% 215 0 0.0% Q1 2026 May 13, 2026
&PARTNERS History Reduced 10,810 1,305 0.01% 0.01% 216 -277 -2.5% Q1 2026 May 15, 2026
Ipsen Advisor Group LLC History No change 9,504 1,268 0.9% 0.9% 217 0 0.0% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 10,486 1,266 0.02% 0.02% 218 -13 -0.12% Q1 2026 May 12, 2026
Asset One Wealth Management LLC History Added to 9,628 1,238 0.14% 0.16% 219 +913 10.48% Q1 2026 May 12, 2026
Vivaldi Capital Management LP History Added to 10,150 1,226 0.17% 0.16% 220 +1,307 14.78% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Added to 10,131 1,223 0.01% 0.02% 221 +403 4.14% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 10,115 1,222 0.0% 0.0% 222 +1,640 19.35% Q1 2026 May 06, 2026
Fischer Financial Services, Inc. History Added to 9,998 1,207 0.41% 0.34% 223 +240 2.46% Q1 2026 Apr 28, 2026
Stratos Wealth Advisors, LLC History Reduced 9,886 1,194 0.07% 0.07% 224 -221 -2.19% Q1 2026 Apr 28, 2026
WEALTH ALLIANCE, LLC History Added to 9,870 1,192 0.12% 0.13% 225 +130 1.33% Q1 2026 May 14, 2026
CWA Asset Management Group, LLC History Added to 9,746 1,177 0.04% 0.04% 226 +960 10.93% Q1 2026 Apr 20, 2026
Wealth Management Associates, Inc. History Reduced 9,736 1,176 0.41% 0.45% 227 -45 -0.46% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 9,655 1,166 0.02% 0.02% 228 +399 4.31% Q1 2026 May 01, 2026
Cornerstone Select Advisors, LLC History New 9,493 1,146 0.72% — 230 +9,493 New Q1 2026 May 13, 2026
Nova Wealth Management, Inc. History Reduced 9,486 1,146 0.75% 1.0% 229 -1,503 -13.68% Q1 2026 Apr 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 9,410 1,136 0.02% 0.02% 231 -420 -4.27% Q1 2026 May 12, 2026
Hopwood Financial Services, Inc. History Reduced 9,402 1,135 0.76% 0.89% 232 -89 -0.94% Q1 2026 May 07, 2026
CENTAURUS FINANCIAL, INC. History Reduced 9,310 1,125 0.05% 0.08% 233 -3,874 -29.38% Q1 2026 May 18, 2026
Principle Wealth Partners LLC History No change 9,266 1,119 0.06% 0.07% 234 0 0.0% Q1 2026 May 07, 2026
BAILARD, INC. History Reduced 9,219 1,113 0.03% 0.03% 235 -192 -2.04% Q1 2026 May 11, 2026
KDK Private Wealth Management, LLC History Added to 9,105 1,099 1.01% 1.05% 236 +49 0.54% Q1 2026 Apr 29, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 9,073 1,096 0.02% 0.03% 237 -331 -3.52% Q1 2026 Apr 27, 2026
GWN SECURITIES INC. History Reduced 9,037 1,091 0.21% 0.25% 238 -148 -1.61% Q1 2026 May 14, 2026
Black Diamond Financial, LLC History Reduced 8,996 1,086 0.12% 0.13% 239 -154 -1.68% Q1 2026 May 05, 2026
Odyssey Capital Advisors, Inc. History Reduced 8,910 1,076 0.96% 1.24% 240 -1,576 -15.03% Q1 2026 Apr 29, 2026
RFG Advisory, LLC History Added to 8,803 1,063 0.02% 0.02% 241 +2,334 36.08% Q1 2026 Apr 17, 2026
Gryphon Financial Partners LLC History No change 8,761 1,058 0.11% 0.13% 242 0 0.0% Q1 2026 May 06, 2026
Tranquilli Financial Advisor LLC History Reduced 8,730 1,054 0.62% 2.12% 243 -18,625 -68.09% Q1 2026 May 11, 2026
OpenArc Corporate Advisory, LLC History Added to 8,617 1,041 0.01% 0.02% 244 +54 0.63% Q1 2026 May 11, 2026
Hershey Financial Advisers, LLC History Reduced 8,514 1,028 0.89% 1.52% 245 -4,929 -36.67% Q1 2026 May 06, 2026
Financial Engines Advisors L.L.C. History Reduced 8,370 1,011 0.0% 0.0% 246 -984 -10.52% Q1 2026 May 14, 2026
Aspen Grove Capital, LLC History Reduced 8,343 1,007 0.2% 0.34% 247 -6,442 -43.57% Q1 2026 May 14, 2026
Yukon Wealth Management, Inc. History Added to 8,313 1,004 0.6% 0.59% 248 +549 7.07% Q1 2026 Apr 30, 2026
Western Wealth Management, LLC History Added to 8,260 997 0.04% 0.05% 249 +1 0.01% Q1 2026 May 19, 2026
Valmark Advisers, Inc. History Added to 8,146 984 0.01% 0.01% 250 +311 3.97% Q1 2026 May 01, 2026
COMMERCE BANK History Added to 8,098 978 0.0% 0.0% 251 +1,643 25.45% Q1 2026 May 11, 2026
Stonebridge Financial Planning Group, LLC History Reduced 7,942 959 0.35% 0.39% 252 -90 -1.12% Q1 2026 May 08, 2026
Claris Financial LLC History Added to 7,850 948 0.52% 0.56% 253 +1 0.01% Q1 2026 May 18, 2026
GTS SECURITIES LLC History New 7,802 942 0.03% — 254 +7,802 New Q1 2026 May 14, 2026
Houlihan Financial Resource Group, Ltd. History Reduced 7,676 927 0.36% 0.4% 255 -250 -3.15% Q1 2026 Apr 29, 2026
Clearstead Advisors, LLC History Added to 7,641 923 0.01% 0.01% 256 +129 1.72% Q1 2026 May 06, 2026
Vanguard National Trust Co History New 7,582 915 0.06% — 257 +7,582 New Q1 2026 May 08, 2026
Westside Investment Management, Inc. History Added to 7,376 891 0.14% 0.16% 258 +100 1.37% Q1 2026 May 04, 2026
Ascent Group, LLC History Reduced 7,377 891 0.03% 0.03% 259 -87 -1.17% Q1 2026 May 15, 2026
BLB&B Advisors, LLC History No change 7,286 880 0.04% 0.04% 260 0 0.0% Q1 2026 Apr 28, 2026
TRUST CO OF VERMONT History No change 6,577 877 0.04% 0.04% 261 0 0.0% Q4 2025 Jan 16, 2026
WP Advisors, LLC History Added to 7,244 875 0.23% 0.24% 262 +23 0.32% Q1 2026 May 04, 2026
Jacobs Equity LLC History Added to 7,178 867 0.78% 0.76% 263 +1,255 21.19% Q1 2026 May 14, 2026
Community Bank, N.A. History Reduced 7,150 863 0.1% 0.11% 264 -50 -0.69% Q1 2026 May 12, 2026
White Lighthouse Investment Management Inc. History Added to 7,138 862 0.12% 0.13% 265 +128 1.83% Q1 2026 May 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 7,099 857 0.0% — 266 +7,099 New Q1 2026 May 12, 2026
Birchcreek Wealth Management, LLC History No change 7,042 850 0.41% 0.46% 267 0 0.0% Q1 2026 May 08, 2026
STEPHENS INC /AR/ History Added to 6,986 844 0.01% 0.01% 268 +1,757 33.6% Q1 2026 Apr 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 6,972 842 0.02% — 269 +6,972 New Q1 2026 Apr 27, 2026
VANGUARD GROUP INC History No change 6,245 833 0.0% 0.0% 270 0 0.0% Q4 2025 Jan 29, 2026
Marble Harbor Investment Counsel, LLC History No change 6,850 827 0.09% 0.1% 271 0 0.0% Q1 2026 May 08, 2026
Valeo Financial Advisors, LLC History No change 6,846 827 0.02% 0.02% 272 0 0.0% Q1 2026 May 08, 2026
Vestmark Advisory Solutions, Inc. History New 6,829 825 0.01% — 273 +6,829 New Q1 2026 May 15, 2026
Retirement Planning Group, LLC History Reduced 6,816 823 0.03% 0.04% 274 -1,505 -18.09% Q1 2026 May 04, 2026
Baker Ellis Asset Management LLC History No change 6,810 822 0.1% 0.11% 275 0 0.0% Q1 2026 Apr 17, 2026
Berkeley Capital Partners, LLC History Reduced 6,800 821 0.19% 0.22% 276 -94 -1.36% Q1 2026 May 06, 2026
Wealthspire Retirement, LLC History Added to 6,725 812 0.05% 0.05% 277 +25 0.37% Q1 2026 May 13, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 6,707 810 0.34% 0.39% 278 +47 0.71% Q1 2026 May 11, 2026
Pure Financial Advisors, LLC History No change 6,696 808 0.01% 0.01% 279 0 0.0% Q1 2026 Apr 10, 2026
EP Wealth Advisors, LLC History Reduced 6,630 800 0.0% 0.01% 280 -1,065 -13.84% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 6,607 798 0.0% 0.0% 281 -1,731 -20.76% Q1 2026 May 14, 2026
Junk Investment Group, LLC History New 6,530 788 0.41% — 282 +6,530 New Q1 2026 May 08, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 6,509 786 0.09% 0.09% 283 +157 2.47% Q1 2026 May 12, 2026
Brookstone Capital Management History Reduced 6,360 768 0.01% 0.01% 284 -182 -2.78% Q1 2026 Apr 16, 2026
Sigma Planning Corp History Added to 6,321 763 0.02% 0.02% 285 +101 1.62% Q1 2026 May 04, 2026
First PREMIER Bank History Reduced 6,229 753 0.17% 0.2% 286 -316 -4.83% Q1 2026 Apr 20, 2026
Hardy Reed LLC History No change 6,170 745 0.05% 0.06% 287 0 0.0% Q1 2026 Apr 28, 2026
Avantax Planning Partners, Inc. History Reduced 6,152 743 0.02% 0.02% 288 -104 -1.66% Q1 2026 May 04, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Reduced 6,150 742 0.41% 1.01% 290 -9,517 -60.75% Q1 2026 Apr 20, 2026
Kovack Advisors, Inc. History Reduced 6,146 742 0.04% 0.04% 289 -579 -8.61% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 6,119 739 0.0% 0.0% 291 -7,303 -54.41% Q1 2026 May 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,101 737 0.06% 0.07% 292 0 0.0% Q1 2026 Apr 20, 2026
McGuire Investment Group, LLC History Added to 6,088 735 0.08% 0.09% 293 +44 0.73% Q1 2026 Apr 28, 2026
Premier Path Wealth Partners, LLC History Reduced 6,064 732 0.1% 0.11% 294 -279 -4.4% Q1 2026 Apr 23, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,006 725 0.25% 0.28% 295 0 0.0% Q1 2026 Apr 17, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 5,855 707 0.17% 0.18% 296 0 0.0% Q1 2026 Apr 22, 2026
BROWN ADVISORY INC History Reduced 5,825 703 0.0% 0.0% 297 -1,073 -15.56% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Reduced 5,719 690 0.0% 0.0% 298 -550 -8.77% Q1 2026 Apr 15, 2026
Blackston Financial Advisory Group, LLC History Reduced 5,709 689 0.43% 0.47% 299 -99 -1.7% Q1 2026 Apr 23, 2026
Waldron Private Wealth LLC History Added to 5,679 686 0.03% 0.03% 300 +17 0.3% Q1 2026 Apr 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,618 679 0.01% 0.01% 301 -1,837 -24.64% Q1 2026 May 15, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 5,627 679 0.04% 0.05% 302 -87 -1.52% Q1 2026 May 13, 2026
Bogart Wealth, LLC History No change 5,617 678 0.03% 0.03% 303 0 0.0% Q1 2026 Apr 28, 2026
Matisse Capital History Reduced 5,611 677 0.29% 0.35% 304 -200 -3.44% Q1 2026 May 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,545 669 0.0% 0.0% 305 +69 1.26% Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Reduced 5,503 664 0.03% 0.04% 306 -380 -6.46% Q1 2026 May 04, 2026
CIBC Private Wealth Group LLC History No change 4,895 653 0.0% 0.0% 307 0 0.0% Q4 2025 Feb 12, 2026
Lewis Asset Management, LLC History Added to 5,390 651 0.27% 0.27% 308 +376 7.5% Q1 2026 Apr 21, 2026
Wealthspire Advisors, LLC History Added to 5,364 648 0.01% 0.0% 309 +3,715 225.29% Q1 2026 May 01, 2026
JBR Co Financial Management Inc History No change 4,816 642 0.27% 0.27% 310 0 0.0% Q1 2026 Apr 08, 2026
Dorsey & Whitney Trust CO LLC History Reduced 5,300 640 0.04% 0.05% 311 -1,300 -19.7% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 5,277 637 0.0% — 312 +5,277 New Q1 2026 May 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 5,247 632 0.08% 0.1% 313 -313 -5.63% Q1 2026 May 12, 2026
Caprock Group, LLC History Reduced 5,212 629 0.02% 0.02% 314 -235 -4.31% Q1 2026 May 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 5,206 628 0.01% 0.01% 315 +1,862 55.68% Q1 2026 Apr 27, 2026
Safeguard Investment Advisory Group, LLC History Added to 5,164 618 0.17% 0.17% 318 +169 3.38% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Added to 5,116 618 0.0% 0.0% 316 +152 3.06% Q1 2026 Apr 30, 2026
EVOKE WEALTH, LLC History No change 5,119 618 0.01% 0.01% 317 0 0.0% Q1 2026 May 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 5,110 617 0.01% 0.02% 319 +4 0.08% Q1 2026 May 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 5,103 616 0.03% 0.04% 321 -1,678 -24.75% Q1 2026 Apr 28, 2026
Daybright Advisory Services, Inc. History Added to 5,105 616 0.17% 0.15% 322 +872 20.6% Q1 2026 May 12, 2026
Wealthstar Advisors, LLC History Reduced 5,106 616 0.29% 0.31% 320 -227 -4.26% Q1 2026 Apr 27, 2026
StoneX Group Inc. History New 5,083 614 0.03% — 323 +5,083 New Q1 2026 May 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 5,081 613 0.03% 0.03% 324 +50 0.99% Q1 2026 May 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 5,039 608 0.01% 0.01% 325 +506 11.16% Q1 2026 May 13, 2026
Leo Wealth, LLC History Added to 5,017 606 0.04% 0.05% 326 +4 0.08% Q1 2026 May 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,000 604 0.0% 0.0% 327 +4,821 2693.3% Q1 2026 May 12, 2026
CIBC WORLD MARKET INC. History Reduced 4,986 602 0.0% 0.0% 328 -40 -0.8% Q1 2026 May 14, 2026
ZynergyRetirementPlanningLLC History No change 4,919 594 0.36% 0.4% 329 0 0.0% Q1 2026 Apr 17, 2026
Elite Financial, Inc. History No change 4,912 593 0.27% 0.3% 330 0 0.0% Q1 2026 May 12, 2026
Carl P. Sherr & Co., LLC History No change 4,843 585 0.27% 0.28% 331 0 0.0% Q1 2026 May 07, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 4,813 581 0.26% 0.28% 332 0 0.0% Q1 2026 May 13, 2026
Founders Financial Alliance, LLC History Added to 4,800 579 0.1% 0.12% 333 +41 0.86% Q1 2026 May 11, 2026
N.E.W. Advisory Services LLC History Reduced 4,759 574 0.04% 0.05% 334 -269 -5.35% Q1 2026 May 04, 2026
AGF MANAGEMENT LTD History Reduced 4,735 572 0.0% 0.0% 335 -5 -0.11% Q1 2026 May 07, 2026
AE Wealth Management LLC History Reduced 4,706 568 0.0% 0.04% 336 -44,643 -90.46% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History New 4,706 568 0.03% — 338 +4,706 New Q1 2026 Apr 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,707 568 0.03% 0.03% 337 0 0.0% Q1 2026 Apr 28, 2026
Koshinski Asset Management, Inc. History Reduced 4,700 567 0.04% 0.04% 339 -131 -2.71% Q1 2026 Apr 27, 2026
DAGCO, INC. History Reduced 4,682 565 0.12% 0.16% 340 -538 -10.31% Q1 2026 Apr 20, 2026
Long Island Wealth Management, Inc. History Reduced 4,674 564 0.26% 0.33% 341 -481 -9.33% Q1 2026 Apr 21, 2026
Strategic Investment Solutions, Inc. /IL History Added to 4,657 562 0.14% 0.15% 342 +34 0.74% Q1 2026 May 01, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 4,626 559 0.4% 0.42% 343 +3 0.06% Q1 2026 May 08, 2026
Mystic Asset Management, Inc. History Reduced 4,583 553 0.13% 0.15% 345 -259 -5.35% Q1 2026 May 08, 2026
HANOVER ADVISORS INC History Added to 4,581 553 0.22% 0.24% 344 +20 0.44% Q1 2026 May 07, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 4,513 545 0.04% 0.05% 346 0 0.0% Q1 2026 Apr 16, 2026
Winch Advisory Services, LLC History Added to 4,485 541 0.12% 0.13% 347 +15 0.34% Q1 2026 Apr 30, 2026
Keel Point, LLC History No change 3,996 533 0.03% 0.03% 348 0 0.0% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Reduced 4,393 530 0.02% 0.03% 349 -1,908 -30.28% Q1 2026 Apr 28, 2026
Calder Financial LLC History Reduced 4,378 529 0.53% 0.6% 350 -170 -3.74% Q1 2026 Apr 07, 2026
Hilton Head Capital Partners, LLC History Added to 4,347 525 0.3% 0.32% 351 +201 4.85% Q1 2026 Apr 20, 2026
Hirtle & Co., LLC History No change 4,327 522 0.02% 0.02% 352 0 0.0% Q1 2026 May 13, 2026
IBEX WEALTH ADVISORS History New 4,300 519 0.05% — 354 +4,300 New Q1 2026 Apr 30, 2026
Stratos Wealth Partners, LTD. History Reduced 4,296 519 0.01% 0.01% 353 -39 -0.9% Q1 2026 Apr 28, 2026
Compass Financial Group, INC/SD History Added to 4,293 518 0.07% 0.08% 355 +7 0.16% Q1 2026 Apr 29, 2026
Americana Partners, LLC History Added to 4,266 515 0.01% 0.01% 356 +1,908 80.92% Q1 2026 May 12, 2026
Vickerman Investment Advisors, Inc. History Reduced 4,264 515 0.11% 0.13% 357 -667 -13.53% Q1 2026 May 12, 2026
Williams & Novak, LLC History No change 4,270 515 0.39% 0.43% 358 0 0.0% Q1 2026 Apr 20, 2026
Qube Research & Technologies Ltd History Reduced 4,225 510 0.0% 0.0% 359 -8,058 -65.6% Q1 2026 May 15, 2026
PFG Advisors History Added to 4,207 508 0.02% 0.03% 360 +2 0.05% Q1 2026 May 05, 2026
SmartHarvest Portfolios, LLC History Added to 4,176 504 0.21% 0.14% 361 +1,120 36.65% Q1 2026 Apr 20, 2026
Crestwood Advisors Group, LLC History No change 4,152 501 0.01% 0.01% 362 0 0.0% Q1 2026 May 05, 2026
SBI Securities Co., Ltd. History Added to 4,124 498 0.01% 0.01% 363 +36 0.88% Q1 2026 Apr 27, 2026
Focused Wealth Management, Inc History Reduced 4,122 497 0.05% 0.07% 364 -1,256 -23.35% Q1 2026 Apr 20, 2026
Family Capital Management, Inc. History Reduced 4,050 489 0.22% 0.26% 365 -327 -7.47% Q1 2026 Apr 22, 2026
Haverford Trust Co History Added to 4,047 488 0.0% 0.0% 366 +15 0.37% Q1 2026 May 11, 2026
Mainstream Capital Management LLC History No change 4,045 488 0.33% 0.35% 367 0 0.0% Q1 2026 Apr 17, 2026
Orion Porfolio Solutions, LLC History Reduced 4,005 483 0.0% 0.01% 368 -9,760 -70.9% Q1 2026 May 13, 2026
Savant Capital, LLC History Added to 3,950 477 0.0% 0.0% 369 +849 27.38% Q1 2026 May 04, 2026
Apollon Financial, LLC History Added to 3,950 477 0.07% 0.06% 371 +770 24.21% Q1 2026 Apr 22, 2026
Aptus Capital Advisors, LLC History Added to 3,951 477 0.0% 0.0% 370 +129 3.38% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History Reduced 3,924 476 0.04% 0.05% 372 -50 -1.26% Q1 2026 May 11, 2026
Chicago Partners Investment Group LLC History Added to 3,685 473 0.01% 0.01% 373 +5 0.14% Q1 2026 May 04, 2026
Ausdal Financial Partners, Inc. History Reduced 3,914 472 0.02% 0.02% 374 -29 -0.74% Q1 2026 May 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 3,902 471 0.25% 0.28% 375 +12 0.31% Q1 2026 May 12, 2026
BENJAMIN EDWARDS INC History Added to 3,888 469 0.0% 0.01% 376 +443 12.86% Q1 2026 May 12, 2026
Berger Financial Group, Inc History No change 3,872 467 0.03% 0.03% 377 0 0.0% Q1 2026 Apr 28, 2026
NewEdge Wealth, LLC History Added to 3,854 465 0.01% 0.01% 379 +194 5.3% Q1 2026 May 13, 2026
Williams Jones Wealth Management, LLC. History No change 3,856 465 0.01% 0.01% 378 0 0.0% Q1 2026 May 05, 2026
Venture Visionary Partners LLC History Reduced 3,844 464 0.02% 0.02% 380 -101 -2.56% Q1 2026 May 14, 2026
Beacon Capital Management, LLC History Reduced 3,838 463 0.08% 0.08% 381 -272 -6.62% Q1 2026 May 11, 2026
Mosley Wealth Management History Reduced 3,522 462 0.21% 0.25% 382 -677 -16.12% Q1 2026 Apr 27, 2026
Aegis Wealth Management LLC History No change 3,800 459 0.26% 0.29% 383 0 0.0% Q1 2026 Apr 22, 2026
INTRUST BANK NA History No change 3,790 457 0.04% 0.04% 384 0 0.0% Q1 2026 May 06, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 3,778 456 0.43% 0.46% 385 0 0.0% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 3,770 455 0.0% 0.0% 386 +434 13.01% Q1 2026 May 13, 2026
Simmons Bank History Reduced 3,727 450 0.03% 0.04% 388 -390 -9.47% Q1 2026 Apr 23, 2026
Bragg Financial Advisors, Inc History Reduced 3,726 450 0.01% 0.02% 387 -40 -1.06% Q1 2026 May 15, 2026
Hamilton Wealth, LLC History Reduced 3,706 447 0.03% 1.95% 389 -73,196 -95.18% Q1 2026 May 18, 2026
KENNEDY INVESTMENT GROUP, INC. History Added to 3,705 447 0.18% 0.12% 390 +1,270 52.16% Q1 2026 Apr 22, 2026
Excelsior Advisor Network LLC History Reduced 3,691 445 0.17% 0.25% 391 -100 -2.64% Q1 2026 May 15, 2026
tru Independence LLC History Reduced 3,670 443 0.22% 0.12% 392 -15 -0.41% Q1 2026 Apr 22, 2026
Certified Advisory Corp History Added to 3,656 441 0.04% 0.04% 393 +740 25.38% Q1 2026 Apr 17, 2026
First Heartland Consultants, Inc. History No change 3,629 438 0.03% 0.04% 394 0 0.0% Q1 2026 Apr 08, 2026
Capital Investment Advisors, LLC History Reduced 3,591 433 0.01% 0.01% 395 -15 -0.42% Q1 2026 Apr 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 3,577 432 0.01% 0.01% 396 -1,699 -32.2% Q1 2026 Apr 29, 2026
Sanchez Gaunt Capital Management, LLC History New 3,536 427 0.27% — 399 +3,536 New Q1 2026 Apr 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 3,541 427 0.01% 0.01% 397 -7 -0.2% Q1 2026 May 05, 2026
Bison Wealth, LLC History Added to 3,420 427 0.04% 0.05% 398 +1 0.03% Q1 2026 May 15, 2026
Ifrah Financial Services, Inc. History Reduced 3,492 421 0.11% 0.15% 400 -1,026 -22.71% Q1 2026 Apr 22, 2026
Wedmont Private Capital History Added to 3,326 417 0.01% 0.01% 401 +215 6.91% Q1 2026 Apr 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 3,428 414 0.07% 0.07% 402 +126 3.82% Q1 2026 Apr 21, 2026
Clark Capital Management Group, Inc. History Reduced 3,425 413 0.0% 0.0% 403 -1 -0.03% Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,415 412 0.01% 0.02% 405 -793 -18.85% Q1 2026 May 11, 2026
CWM, LLC History Added to 3,415 412 0.0% 0.0% 404 +599 21.27% Q1 2026 May 14, 2026
VSM Wealth Advisory, LLC History Added to 3,355 405 0.12% 0.12% 406 +305 10.0% Q1 2026 May 05, 2026
WATERS PARKERSON & CO., LLC History Reduced 3,350 404 0.02% 0.02% 407 -400 -10.67% Q1 2026 Apr 29, 2026
Geneos Wealth Management Inc. History Added to 3,298 398 0.01% 0.01% 408 +616 22.97% Q1 2026 May 04, 2026
Empower Advisory Group, LLC History Added to 3,295 398 0.0% 0.0% 409 +195 6.29% Q1 2026 May 14, 2026
Apollon Wealth Management, LLC History Reduced 3,283 396 0.01% 0.01% 411 -622 -15.93% Q1 2026 Apr 22, 2026
Compass Ion Advisors, LLC History No change 3,284 396 0.04% 0.04% 410 0 0.0% Q1 2026 Apr 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,265 394 0.02% — 413 +3,265 New Q1 2026 Apr 16, 2026
First Growth Capital LLC History No change 3,266 394 0.36% 0.37% 412 0 0.0% Q1 2026 May 04, 2026
Maltin Wealth Management, Inc. History Added to 3,248 392 0.15% 0.17% 414 +25 0.78% Q1 2026 Apr 21, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 3,242 391 0.13% 0.14% 415 -30 -0.92% Q1 2026 May 15, 2026
Cyndeo Wealth Partners, LLC History Added to 3,189 385 0.02% 0.02% 416 +46 1.46% Q1 2026 Apr 13, 2026
Stillwater Wealth Management Group History No change 3,175 383 0.24% 0.29% 417 0 0.0% Q1 2026 May 11, 2026
Galvin, Gaustad & Stein, LLC History No change 3,163 382 0.03% 0.03% 418 0 0.0% Q1 2026 May 14, 2026
Arrowroot Family Office, LLC History Added to 3,154 381 0.13% 0.15% 419 +14 0.45% Q1 2026 May 15, 2026
Creekside Partners History No change 3,138 379 0.16% 0.18% 420 0 0.0% Q1 2026 Apr 21, 2026
OneDigital Investment Advisors LLC History Added to 3,126 377 0.0% 0.0% 422 +893 39.99% Q1 2026 May 08, 2026
Acropolis Investment Management, LLC History No change 3,124 377 0.02% 0.02% 421 0 0.0% Q1 2026 Apr 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,104 374 0.0% 0.0% 423 -1,678 -35.09% Q1 2026 Apr 24, 2026
Rehmann Capital Advisory Group History No change 3,098 374 0.02% 0.02% 424 0 0.0% Q1 2026 May 15, 2026
Freestone Capital Holdings, LLC History No change 3,061 369 0.01% 0.01% 425 0 0.0% Q1 2026 May 13, 2026
Capital Square, LLC History Reduced 2,859 362 0.17% 0.2% 426 -78 -2.66% Q1 2026 May 11, 2026
Polaris Investment Advisors, LLC History No change 3,000 362 0.26% 0.29% 427 0 0.0% Q1 2026 Apr 21, 2026
Gateway Wealth Partners, LLC History New 2,979 359 0.01% — 428 +2,979 New Q1 2026 May 15, 2026
Z3 Capital Partners, LLC History Reduced 2,948 356 0.09% 0.11% 429 -508 -14.7% Q1 2026 May 07, 2026
Westfuller Advisors, LLC History Reduced 2,934 354 0.15% 0.17% 430 -279 -8.68% Q1 2026 Apr 28, 2026
Octavia Wealth Advisors, LLC History Reduced 2,925 353 0.03% 0.04% 432 -330 -10.14% Q1 2026 Apr 10, 2026
Bluesphere Advisors LLC History Reduced 2,923 353 0.13% 0.17% 433 -30 -1.02% Q1 2026 Apr 22, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,924 353 0.05% 0.06% 431 0 0.0% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History Reduced 2,755 352 0.02% 0.03% 434 -855 -23.68% Q1 2026 Apr 20, 2026
Avalon Trust Co History New 2,900 350 0.02% — 435 +2,900 New Q1 2026 May 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 2,956 349 0.02% 0.02% 436 -544 -15.54% Q1 2026 Apr 24, 2026
TWO SIGMA SECURITIES, LLC History New 2,857 345 0.04% — 437 +2,857 New Q1 2026 May 15, 2026
HBK Sorce Advisory LLC History Added to 2,720 343 0.01% 0.01% 438 +245 9.9% Q1 2026 May 11, 2026
Tannin Capital LLC History Reduced 2,837 342 0.25% 0.39% 440 -420 -12.9% Q1 2026 May 12, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,835 342 0.09% 0.09% 439 0 0.0% Q1 2026 Apr 28, 2026
Marshall Financial Group, LLC History Added to 2,826 341 0.05% 0.07% 441 +7 0.25% Q1 2026 Apr 10, 2026
Mustard Seed Financial, LLC History No change 2,800 338 0.2% 0.23% 442 0 0.0% Q1 2026 Apr 27, 2026
PARK AVENUE SECURITIES LLC History Reduced 2,789 337 0.0% 0.0% 443 -91 -3.16% Q1 2026 Apr 07, 2026
Cadence Bank History No change 2,528 337 0.02% 0.02% 444 0 0.0% Q4 2025 Jan 30, 2026
Solidarity Wealth, LLC History No change 2,761 333 0.06% 0.08% 445 0 0.0% Q1 2026 Apr 29, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,752 332 0.0% 0.0% 446 -5,698 -67.43% Q1 2026 May 14, 2026
Amplius Wealth Advisors, LLC History No change 2,743 331 0.03% 0.03% 447 0 0.0% Q1 2026 Apr 13, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 2,728 329 0.16% 0.19% 448 -884 -24.47% Q1 2026 May 13, 2026
FineMark National Bank & Trust History No change 2,464 328 0.01% 0.01% 449 0 0.0% Q4 2025 Feb 12, 2026
McKinley Carter Wealth Services, Inc. History Added to 2,709 327 0.02% 0.02% 450 +3 0.11% Q1 2026 Apr 20, 2026
Retirement Planning Co of New England, Inc. History Added to 2,706 326 0.13% 0.14% 451 +6 0.22% Q1 2026 May 08, 2026
Breakwater Capital Group History Reduced 2,700 326 0.04% 0.05% 452 -6 -0.22% Q1 2026 Apr 20, 2026
Soltis Investment Advisors LLC History Added to 2,693 325 0.02% 0.02% 453 +8 0.3% Q1 2026 Apr 27, 2026
Interchange Capital Partners, LLC History Added to 2,716 324 0.1% 0.06% 454 +294 12.14% Q1 2026 Apr 23, 2026
Meridian Wealth Management, LLC History Added to 2,679 323 0.01% 0.01% 455 +112 4.36% Q1 2026 May 06, 2026
Dakota Wealth Management History Reduced 2,668 322 0.01% 0.01% 456 -10 -0.37% Q1 2026 May 07, 2026
Main Street Financial Solutions, LLC History No change 2,417 322 0.02% 0.02% 457 0 0.0% Q4 2025 Feb 17, 2026
Collaborative Wealth Managment Inc. History Reduced 2,658 321 0.15% 0.13% 458 -22 -0.82% Q1 2026 May 05, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 2,641 319 0.02% 0.01% 459 +901 51.78% Q1 2026 Apr 30, 2026
FAIRFIELD, BUSH & CO. History Reduced 2,635 318 0.18% 0.2% 460 -150 -5.39% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,622 316 0.01% 0.01% 461 -20 -0.76% Q1 2026 Apr 29, 2026
Coordinated Financial Services, Inc. History Added to 2,559 309 0.18% 0.18% 462 +210 8.94% Q1 2026 May 01, 2026
London & Capital Asset Management Ltd History Reduced 2,550 308 0.0% 0.01% 463 -1,174 -31.53% Q1 2026 May 15, 2026
Peterson Wealth Advisors, LLC History Added to 2,531 305 0.04% 0.04% 464 +6 0.24% Q1 2026 Apr 09, 2026
MGO ONE SEVEN LLC History Added to 2,504 302 0.01% 0.01% 465 +93 3.86% Q1 2026 May 14, 2026
PDS Planning, Inc History Reduced 2,456 296 0.02% 0.02% 466 -23 -0.93% Q1 2026 Apr 21, 2026
Avior Wealth Management, LLC History Added to 2,436 294 0.01% 0.01% 467 +643 35.86% Q1 2026 Apr 09, 2026
Eagle Wealth Advisors LLC History No change 2,430 293 0.27% 0.28% 468 0 0.0% Q1 2026 Apr 23, 2026
Kingsview Wealth Management, LLC History Reduced 2,393 289 0.0% 0.01% 469 -406 -14.51% Q1 2026 May 12, 2026
WEDBUSH SECURITIES INC History Reduced 2,380 288 0.01% 0.01% 470 -194 -7.54% Q1 2026 Apr 21, 2026
PRINCIPAL SECURITIES, INC. History Reduced 2,381 287 0.0% 0.0% 471 -7 -0.29% Q1 2026 May 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 2,357 284 0.01% 0.01% 472 +110 4.9% Q1 2026 May 14, 2026
Modern Wealth Management, LLC History Reduced 2,342 283 0.0% 0.01% 473 -280 -10.68% Q1 2026 May 14, 2026
James J. Burns & Company, LLC History Reduced 2,320 280 0.04% 0.05% 474 -446 -16.12% Q1 2026 Apr 17, 2026
Chris Bulman Inc History No change 2,296 277 0.12% 0.14% 475 0 0.0% Q1 2026 Apr 13, 2026
Oldfather Financial Services, LLC History No change 2,068 276 0.08% 0.08% 476 0 0.0% Q4 2025 Jan 16, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 2,262 273 0.07% 0.08% 478 +8 0.35% Q1 2026 May 05, 2026
Spectrum Financial Alliance Ltd LLC History No change 2,260 273 0.05% 0.06% 477 0 0.0% Q1 2026 May 01, 2026
Bouchey Financial Group Ltd History Reduced 2,144 269 0.02% 0.03% 479 -577 -21.21% Q1 2026 Apr 13, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 2,225 268 0.22% 0.24% 480 -55 -2.41% Q1 2026 Apr 16, 2026
Betterment LLC History Added to 2,211 267 0.0% 0.0% 481 +670 43.48% Q1 2026 May 14, 2026
Joseph P. Lucia & Associates, LLC History No change 2,171 262 0.09% 0.1% 482 0 0.0% Q1 2026 May 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,127 256 0.02% 0.03% 483 0 0.0% Q1 2026 Apr 22, 2026
Zhang Financial LLC History No change 2,114 255 0.01% 0.01% 484 0 0.0% Q1 2026 May 06, 2026
Brookwood Investment Group LLC History Reduced 2,101 253 0.03% 0.06% 485 -1,352 -39.15% Q1 2026 May 04, 2026
COURIER CAPITAL LLC History Reduced 2,076 250 0.01% 0.02% 486 -300 -12.63% Q1 2026 Apr 23, 2026
OFS Enterprise LLC History New 2,068 249 0.07% — 489 +2,068 New Q1 2026 Apr 09, 2026
Brooklyn Investment Group History Added to 2,065 249 0.01% 0.01% 488 +539 35.32% Q1 2026 Apr 29, 2026
Legacy Advisors, LLC History Added to 2,064 249 0.03% 0.03% 487 +26 1.28% Q1 2026 May 05, 2026
CFO CAPITAL MANAGEMENT LLC History Reduced 2,060 248 0.2% 0.3% 490 -945 -31.45% Q1 2026 May 04, 2026
Private Advisory Group LLC History Reduced 2,046 247 0.02% 0.02% 491 -39 -1.87% Q1 2026 May 08, 2026
Quantbot Technologies LP History New 2,039 246 0.01% — 493 +2,039 New Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,034 246 0.0% 0.0% 492 +508 33.29% Q1 2026 May 01, 2026
Fisher Asset Management, LLC History Reduced 2,034 245 0.0% 0.0% 494 -483 -19.19% Q1 2026 May 05, 2026
CAPITAL MANAGEMENT CORP /VA History Reduced 2,012 243 0.04% 0.05% 495 -223 -9.98% Q1 2026 Apr 23, 2026
Medallion Wealth Advisors, LLC History Reduced 2,006 242 0.08% 0.09% 498 -59 -2.86% Q1 2026 Apr 24, 2026
Moors & Cabot, Inc. History Added to 2,009 242 0.01% 0.01% 497 +27 1.36% Q1 2026 May 08, 2026
PATTEN & PATTEN INC/TN History No change 2,006 242 0.01% 0.02% 496 0 0.0% Q1 2026 May 01, 2026
Spartan Wealth Advisory Services LLC History New 2,000 241 0.02% — 500 +2,000 New Q1 2026 May 06, 2026
Boltwood Capital Management History Added to 1,997 241 0.06% 0.07% 499 +21 1.06% Q1 2026 Apr 07, 2026
Aspire Growth Partners LLC History Added to 1,980 239 0.16% 0.18% 501 +1 0.05% Q1 2026 Apr 17, 2026
Mutual Advisors, LLC History Reduced 1,967 237 0.01% 0.01% 503 -357 -15.36% Q1 2026 May 01, 2026
Ellevest, Inc. History No change 1,968 237 0.03% 0.04% 502 0 0.0% Q1 2026 May 11, 2026
Platform Technology Partners History New 1,945 234 0.05% — 507 +1,945 New Q1 2026 Apr 27, 2026
Arkadios Wealth Advisors History Added to 1,940 234 0.0% 0.0% 505 +26 1.36% Q1 2026 May 18, 2026
Welch Group, LLC History Added to 1,941 234 0.01% 0.01% 504 +2 0.1% Q1 2026 Apr 21, 2026
NWF Advisory Services Inc. History No change 1,940 234 0.03% 0.03% 506 0 0.0% Q1 2026 May 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 1,930 233 0.01% 0.02% 508 -77 -3.84% Q1 2026 May 12, 2026
BOS Asset Management, LLC History Reduced 1,936 233 0.06% 0.07% 509 -41 -2.07% Q1 2026 Apr 08, 2026
Mascagni Wealth Management, Inc. History No change 1,934 233 0.17% 0.19% 510 0 0.0% Q1 2026 May 19, 2026
Smartleaf Asset Management LLC History Added to 1,959 231 0.01% 0.01% 512 +6 0.31% Q1 2026 May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 1,916 231 0.01% 0.01% 511 +5 0.26% Q1 2026 May 07, 2026
Redwood Financial Network Corp History Reduced 1,905 230 0.15% 0.26% 515 -1,205 -38.75% Q1 2026 May 14, 2026
Alteri Wealth LLC History Reduced 1,906 230 0.07% 0.09% 516 -231 -10.81% Q1 2026 May 06, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,910 230 0.02% 0.03% 513 0 0.0% Q1 2026 Apr 08, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,905 230 0.04% 0.04% 514 0 0.0% Q1 2026 Apr 29, 2026
Carnegie Investment Counsel History No change 1,904 229 0.0% 0.0% 517 0 0.0% Q1 2026 May 01, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,900 229 0.02% 0.02% 518 0 0.0% Q1 2026 May 06, 2026
Global Retirement Partners, LLC History No change 1,712 228 0.0% 0.0% 519 0 0.0% Q4 2025 Feb 06, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,882 227 0.13% 0.14% 520 0 0.0% Q1 2026 Apr 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,877 226 0.01% 0.01% 521 0 0.0% Q1 2026 May 12, 2026
Allied Investment Advisors, LLC History Reduced 1,863 225 0.03% 0.07% 522 -1,719 -47.99% Q1 2026 Apr 27, 2026
Mayflower Financial Advisors, LLC History Reduced 1,859 224 0.03% 0.04% 523 -562 -23.21% Q1 2026 Apr 23, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,850 223 0.03% 0.03% 524 0 0.0% Q1 2026 Apr 08, 2026
Compass Advisory Group LLC History Added to 1,839 222 0.06% 0.06% 525 +56 3.14% Q1 2026 Apr 21, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 1,840 222 0.06% 0.07% 526 -25 -1.34% Q1 2026 May 14, 2026
Composition Wealth, LLC History New 1,836 221 0.0% — 528 +1,836 New Q1 2026 Apr 08, 2026
Stanley-Laman Group, Ltd. History New 1,834 221 0.03% — 529 +1,834 New Q1 2026 Apr 16, 2026
Curi Capital, LLC History Reduced 1,832 221 0.0% 0.01% 527 -416 -18.51% Q1 2026 May 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 1,828 220 0.03% 0.03% 530 -12 -0.65% Q1 2026 May 04, 2026
SeaCrest Wealth Management, LLC History Added to 1,821 219 0.02% 0.02% 531 +52 2.94% Q1 2026 Apr 15, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 1,818 219 0.06% 0.07% 532 0 0.0% Q1 2026 Apr 15, 2026
CreativeOne Wealth, LLC History Reduced 1,810 218 0.01% 0.03% 533 -8,156 -81.84% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History No change 1,803 217 0.0% 0.0% 534 0 0.0% Q1 2026 May 13, 2026
Greenspring Advisors, LLC History New 1,790 216 0.01% — 536 +1,790 New Q1 2026 May 04, 2026
CHAPIN DAVIS, INC. History Added to 1,793 216 0.05% 0.06% 535 +1 0.06% Q1 2026 Apr 21, 2026
Hoxton Planning & Management, LLC History Reduced 1,782 215 0.06% 0.09% 538 -444 -19.95% Q1 2026 Apr 20, 2026
Shepherd Financial Partners LLC History No change 1,787 215 0.02% 0.02% 537 0 0.0% Q1 2026 May 11, 2026
John A. Wolfe & Associates, Inc. History New 1,757 212 0.33% — 539 +1,757 New Q1 2026 May 04, 2026
IVC Wealth Advisors LLC History No change 1,750 211 0.09% 0.1% 540 0 0.0% Q1 2026 Apr 16, 2026
Canal Capital Management, LLC History New 1,740 210 0.03% — 542 +1,740 New Q1 2026 Apr 27, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 1,745 210 0.2% 0.2% 541 +155 9.75% Q1 2026 May 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,734 209 0.01% 0.01% 543 +76 4.58% Q1 2026 Apr 20, 2026
CITY HOLDING CO History No change 1,729 208 0.03% 0.03% 544 0 0.0% Q1 2026 Apr 15, 2026
Capital Squared Financial LLC History New 1,722 207 0.16% — 547 +1,722 New Q1 2026 May 01, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,698 207 0.0% 0.01% 545 -1,250 -42.4% Q1 2026 Apr 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,713 207 0.01% 0.02% 546 0 0.0% Q1 2026 May 01, 2026
Kapstone Financial Advisors LLC History New 1,712 206 0.1% — 548 +1,712 New Q1 2026 Apr 22, 2026
HUB Investment Partners, LLC History Reduced 1,690 204 0.0% 0.01% 549 -432 -20.36% Q1 2026 May 15, 2026
Advantage Trust Co History No change 1,689 204 0.09% 0.1% 550 0 0.0% Q1 2026 May 05, 2026
Regal Investment Advisors LLC History Reduced 1,672 202 0.01% 0.02% 551 -276 -14.17% Q1 2026 May 14, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 1,668 201 0.02% 0.02% 552 +2 0.12% Q1 2026 Apr 16, 2026
Ramirez Asset Management, Inc. History No change 1,670 201 0.02% 0.03% 553 0 0.0% Q1 2026 May 12, 2026
Apella Capital, LLC History New 1,555 200 0.0% — 554 +1,555 New Q1 2026 Apr 20, 2026
Jackson Hole Capital Partners, LLC History No change 1,530 184 0.03% 0.03% 555 0 0.0% Q1 2026 May 08, 2026
Red Tortoise LLC History Added to 1,516 183 0.08% 0.09% 556 +5 0.33% Q1 2026 Apr 21, 2026
Aventus Investment Advisors, Inc. History No change 1,480 178 0.15% 0.16% 557 0 0.0% Q1 2026 Apr 15, 2026
Vermillion Wealth Management, Inc. History Reduced 1,439 173 0.07% 0.08% 558 -111 -7.16% Q1 2026 Apr 17, 2026
Arax Advisory Partners History Reduced 1,392 168 0.0% 0.01% 559 -183 -11.62% Q1 2026 May 13, 2026
Triumph Capital Management History Added to 1,363 164 0.03% 0.04% 560 +73 5.66% Q1 2026 May 13, 2026
CX Institutional History Reduced 1,316 159 0.0% 0.07% 562 -16,814 -92.74% Q1 2026 Apr 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,324 159 0.02% 0.03% 561 0 0.0% Q1 2026 May 11, 2026
Progressive Investment Management Corp History No change 1,300 157 0.04% 0.04% 563 0 0.0% Q1 2026 May 05, 2026
CoreCap Advisors, LLC History Added to 1,286 155 0.01% 0.01% 564 +36 2.88% Q1 2026 Apr 07, 2026
IFP Advisors, Inc History Added to 1,268 153 0.0% 0.0% 565 +50 4.11% Q1 2026 Apr 13, 2026
Osbon Capital Management LLC History New 1,241 149 0.12% — 566 +1,241 New Q1 2026 May 15, 2026
Viewpoint Capital Management LLC History No change 1,217 147 0.07% 0.07% 567 0 0.0% Q1 2026 Apr 17, 2026
Blue Trust, Inc. History Reduced 1,205 145 0.0% 0.0% 568 -88 -6.81% Q1 2026 Apr 20, 2026
FINANCIAL CONSULATE, INC History No change 1,184 143 0.02% 0.02% 569 0 0.0% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History No change 1,179 142 0.01% 0.01% 570 0 0.0% Q1 2026 Apr 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 1,151 139 0.0% 0.01% 571 +4 0.35% Q1 2026 May 11, 2026
JTC Employer Solutions Trustee Ltd History No change 1,148 139 0.01% 0.01% 572 0 0.0% Q1 2026 May 19, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,158 139 0.01% 0.01% 573 0 0.0% Q1 2026 Apr 10, 2026
MATHER GROUP, LLC. History New 1,150 138 0.0% — 575 +1,150 New Q1 2026 Apr 13, 2026
Independence Bank of Kentucky History Reduced 1,150 138 0.02% 0.02% 574 -50 -4.17% Q1 2026 Apr 30, 2026
Hurley Capital, LLC History Added to 1,065 128 0.07% 0.08% 576 +3 0.28% Q1 2026 May 06, 2026
Colonial Trust Co / SC History No change 1,060 128 0.02% 0.02% 577 0 0.0% Q1 2026 May 12, 2026
Tanglewood Legacy Advisors, LLC History Reduced 1,058 127 0.05% 0.07% 578 -400 -27.43% Q1 2026 Apr 27, 2026
Planning Project LLC History No change 947 126 0.03% 0.03% 579 0 0.0% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 1,043 125 0.01% 0.0% 580 +938 893.33% Q1 2026 Apr 23, 2026
Sound Income Strategies, LLC History No change 1,018 123 0.01% 0.01% 581 0 0.0% Q1 2026 Apr 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 950 114 0.01% 0.01% 582 0 0.0% Q1 2026 May 06, 2026
Cherry Tree Wealth Management, LLC History No change 948 114 0.02% 0.03% 583 0 0.0% Q1 2026 May 05, 2026
Allspring Global Investments Holdings, LLC History No change 925 111 0.0% 0.0% 584 0 0.0% Q1 2026 May 05, 2026
LOM Asset Management Ltd History No change 882 106 0.03% 0.03% 585 0 0.0% Q1 2026 May 05, 2026
Paladin Advisory Group, LLC History No change 873 105 0.08% 0.08% 586 0 0.0% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 790 105 0.0% 0.0% 587 0 0.0% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History Added to 853 103 0.09% 0.09% 588 +83 10.78% Q1 2026 Apr 22, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 836 100 0.0% 0.0% 589 +546 188.28% Q1 2026 May 14, 2026
Millstone Evans Group, LLC History No change 834 100 0.06% 0.07% 590 0 0.0% Q1 2026 Apr 30, 2026
Hanson & Doremus Investment Management History No change 808 98 0.01% 0.01% 591 0 0.0% Q1 2026 Apr 17, 2026
EverSource Wealth Advisors, LLC History Added to 787 95 0.0% 0.0% 592 +384 95.29% Q1 2026 May 15, 2026
Peterson Wealth Services History Added to 781 94 0.02% 0.03% 594 +2 0.26% Q1 2026 Apr 30, 2026
NBC SECURITIES, INC. History No change 784 94 0.01% 0.01% 593 0 0.0% Q1 2026 Apr 14, 2026
Atlantic Union Bankshares Corp History Reduced 760 91 0.0% 0.0% 595 -30 -3.8% Q1 2026 May 12, 2026
Pacific Center for Financial Services History No change 758 91 0.02% 0.03% 596 0 0.0% Q1 2026 May 12, 2026
Fourth Dimension Wealth, LLC History Reduced 731 88 0.03% 0.04% 597 -180 -19.76% Q1 2026 May 11, 2026
Strategic Wealth Partners, Ltd. History Reduced 726 87 0.01% 0.03% 598 -2,762 -79.19% Q1 2026 May 12, 2026
Spire Wealth Management History No change 725 87 0.0% 0.0% 599 0 0.0% Q1 2026 Apr 22, 2026
Larson Financial Group LLC History Reduced 713 86 0.0% 0.0% 600 -16 -2.19% Q1 2026 May 15, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 715 86 0.01% 0.02% 602 +10 1.42% Q1 2026 May 06, 2026
Key FInancial Inc History No change 715 86 0.02% 0.02% 601 0 0.0% Q1 2026 Apr 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 711 85 0.0% 0.0% 603 0 0.0% Q1 2026 Apr 23, 2026
Global Trust Asset Management, LLC History Reduced 686 82 0.03% 0.07% 605 -645 -48.46% Q1 2026 Apr 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 682 82 0.01% 0.01% 604 -33 -4.62% Q1 2026 Apr 23, 2026
Bernard Wealth Management Corp. History No change 686 82 0.03% 0.04% 606 0 0.0% Q1 2026 May 14, 2026
Dunhill Financial, LLC History Reduced 672 81 0.02% 0.02% 607 -7 -1.03% Q1 2026 May 06, 2026
Main Street Group, LTD History New 663 80 0.02% — 610 +663 New Q1 2026 May 06, 2026
HORIZON BANCORP INC /IN/ History No change 666 80 0.04% 0.04% 608 0 0.0% Q1 2026 Apr 22, 2026
Litman Gregory Wealth Management LLC History No change 600 80 0.01% 0.01% 609 0 0.0% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 633 77 0.0% 0.0% 611 -737 -53.8% Q1 2026 Apr 28, 2026
Russell Investments Group, Ltd. History Added to 645 77 0.0% 0.0% 612 +95 17.27% Q1 2026 May 08, 2026
Davis Capital Management History No change 632 76 0.05% 0.06% 613 0 0.0% Q1 2026 Apr 16, 2026
Rialto Wealth Management, LLC History No change 619 74 0.02% 0.02% 614 0 0.0% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 598 72 0.0% 0.0% 615 0 0.0% Q1 2026 May 15, 2026
POM Investment Strategies, LLC History New 595 71 0.09% — 616 +595 New Q1 2026 May 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 586 70 0.0% 0.0% 617 +1 0.17% Q1 2026 Apr 13, 2026
TSFG, LLC History No change 577 70 0.01% 0.01% 618 0 0.0% Q1 2026 Apr 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 573 69 0.02% 0.02% 619 0 0.0% Q1 2026 Apr 29, 2026
GAMMA Investing LLC History Added to 570 68 0.0% 0.0% 620 +32 5.95% Q1 2026 Apr 06, 2026
CVA Family Office, LLC History No change 560 67 0.01% 0.01% 621 0 0.0% Q1 2026 Apr 29, 2026
Murphy & Mullick Capital Management Corp History No change 530 64 0.05% 0.05% 622 0 0.0% Q1 2026 Apr 17, 2026
Minot DeBlois Advisors LLC History New 500 60 0.05% — 624 +500 New Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History No change 504 60 0.01% 0.01% 623 0 0.0% Q1 2026 May 11, 2026
Cassaday & Co Wealth Management LLC History New 490 59 0.0% — 626 +490 New Q1 2026 May 07, 2026
Operose Advisors LLC History No change 490 59 0.01% 0.02% 625 0 0.0% Q1 2026 May 12, 2026
Crews Bank & Trust History No change 475 57 0.01% 0.01% 627 0 0.0% Q1 2026 May 13, 2026
ST GERMAIN D J CO INC History No change 470 56 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 13, 2026
Align Financial, LLC History Reduced 458 55 0.03% 0.04% 630 -60,680 -99.25% Q1 2026 May 08, 2026
CARDIFF PARK ADVISORS, LLC History Added to 463 55 0.0% 0.01% 629 +1 0.22% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History New 450 54 0.0% — 632 +450 New Q1 2026 May 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 446 54 0.02% 0.02% 631 0 0.0% Q1 2026 May 14, 2026
Advocate Investing Services LLC History No change 439 53 0.04% 0.05% 633 0 0.0% Q1 2026 Apr 22, 2026
UMB Bank, n.a. History No change 417 50 0.0% 0.0% 634 0 0.0% Q1 2026 May 11, 2026
Evelyn Partners Investment Management LLP History No change 415 50 0.0% 0.0% 635 0 0.0% Q1 2026 May 15, 2026
Aspect Partners, LLC History No change 406 49 0.02% 0.02% 636 0 0.0% Q1 2026 Apr 02, 2026
Aberdeen Wealth Management LLC History No change 400 48 0.02% 0.02% 637 0 0.0% Q1 2026 May 15, 2026
AMERIFLEX GROUP, INC. History No change 400 48 0.02% 0.03% 638 0 0.0% Q1 2026 May 15, 2026
RETIREMITTEN FINANCIAL LLC History New 397 47 0.02% — 640 +397 New Q1 2026 May 14, 2026
DUNCKER STREETT & CO INC History No change 390 47 0.01% 0.01% 639 0 0.0% Q1 2026 Apr 29, 2026
Wilmington Savings Fund Society, FSB History Reduced 388 46 0.0% 0.0% 641 -6 -1.52% Q1 2026 Apr 30, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 379 45 0.0% 0.0% 642 0 0.0% Q1 2026 Apr 16, 2026
MASECO LLP History No change 373 45 0.0% 0.0% 643 0 0.0% Q1 2026 Apr 21, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 365 44 0.01% 0.02% 644 -179 -32.9% Q1 2026 May 15, 2026
CENTRAL TRUST Co History No change 357 43 0.0% 0.0% 645 0 0.0% Q1 2026 Apr 17, 2026
Clark Wealth Partners History No change 358 43 0.03% 0.03% 646 0 0.0% Q1 2026 May 11, 2026
Signature Resources Capital Management, LLC History No change 353 42 0.02% 0.02% 647 0 0.0% Q1 2026 May 01, 2026
Barnes Dennig Private Wealth Management LLC History No change 350 42 0.04% 0.05% 648 0 0.0% Q1 2026 Apr 22, 2026
Evergreen Advisors, LLC History New 347 41 0.01% — 654 +347 New Q1 2026 May 05, 2026
Scarborough Advisors, LLC History Added to 343 41 0.0% 0.01% 653 +1 0.29% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History No change 345 41 0.0% 0.0% 649 0 0.0% Q1 2026 May 06, 2026
MCF Advisors LLC History No change 341 41 0.0% 0.0% 650 0 0.0% Q1 2026 May 11, 2026
BFSG, LLC History No change 348 41 0.0% 0.0% 651 0 0.0% Q1 2026 Apr 28, 2026
Rosenberg Matthew Hamilton History No change 345 41 0.01% 0.01% 652 0 0.0% Q1 2026 Apr 06, 2026
Grove Bank & Trust History No change 332 40 0.0% 0.0% 655 0 0.0% Q1 2026 Apr 08, 2026
Abound Wealth Management History Added to 326 39 0.01% 0.01% 656 +90 38.14% Q1 2026 Apr 10, 2026
Ancora Advisors LLC History No change 320 38 0.0% 0.0% 657 0 0.0% Q1 2026 May 15, 2026
SouthState Bank Corp History Reduced 307 37 0.0% 0.01% 658 -985 -76.24% Q1 2026 May 05, 2026
Copia Wealth Management History New 300 36 0.02% — 661 +300 New Q1 2026 May 04, 2026
Sunbelt Securities, Inc. History Added to 299 36 0.0% 0.0% 660 +1 0.34% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History No change 305 36 0.0% 0.0% 659 0 0.0% Q1 2026 Apr 17, 2026
AMERICAN NATIONAL BANK & TRUST History No change 291 35 0.0% 0.0% 662 0 0.0% Q1 2026 Apr 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 295 35 0.03% 0.03% 663 0 0.0% Q1 2026 May 14, 2026
High Point Wealth Management, LLC History Reduced 285 34 0.03% 0.2% 666 -1,281 -81.8% Q1 2026 Apr 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 286 34 0.0% 0.0% 664 0 0.0% Q1 2026 May 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 288 34 0.0% 0.0% 665 0 0.0% Q1 2026 May 14, 2026
SHP Wealth Management History No change 276 33 0.0% 0.0% 667 0 0.0% Q1 2026 May 08, 2026
Ashton Thomas Private Wealth, LLC History New 272 32 0.0% — 669 +272 New Q1 2026 May 11, 2026
Tripletail Wealth Management, LLC History Reduced 268 32 0.04% 0.06% 668 -100 -27.17% Q1 2026 May 14, 2026
Capital Investment Advisory Services, LLC History Reduced 250 30 0.0% 0.0% 670 -7 -2.72% Q1 2026 May 05, 2026
ASHTON THOMAS SECURITIES, LLC History No change 234 28 0.0% 0.01% 671 0 0.0% Q1 2026 May 18, 2026
PITTENGER & ANDERSON INC History No change 233 28 0.0% 0.0% 672 0 0.0% Q1 2026 May 01, 2026
JDM Financial Group LLC History No change 240 28 0.01% 0.01% 673 0 0.0% Q1 2026 May 20, 2026
FIRST HORIZON CORP History Reduced 230 27 0.0% 0.0% 674 -50 -17.86% Q1 2026 Apr 30, 2026
Caitlin John, LLC History Added to 226 27 0.02% 0.02% 675 +29 14.72% Q1 2026 May 13, 2026
SIMA Wealth Partners, LLC History New 212 25 0.02% — 676 +212 New Q1 2026 May 15, 2026
CULLEN/FROST BANKERS, INC. History New 207 24 0.0% — 680 +207 New Q1 2026 May 05, 2026
True Link Financial Advisors, LLC History New 200 24 0.0% — 681 +200 New Q1 2026 Apr 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 200 24 0.02% 0.02% 677 0 0.0% Q1 2026 May 15, 2026
Steigerwald, Gordon & Koch Inc. History No change 205 24 0.0% 0.0% 678 0 0.0% Q1 2026 Apr 28, 2026
Pflug Koory, LLC History No change 200 24 0.01% 0.01% 679 0 0.0% Q1 2026 Apr 21, 2026
Provenance Wealth Advisors, LLC History No change 187 22 0.0% 0.0% 682 0 0.0% Q1 2026 Apr 20, 2026
DecisionPoint Financial, LLC History No change 169 20 0.0% 0.0% 683 0 0.0% Q1 2026 May 06, 2026
Capital Advisors, Ltd. LLC History No change 154 19 0.0% 0.0% 684 0 0.0% Q1 2026 Apr 16, 2026
Lodestone Wealth Management LLC History No change 164 19 0.01% 0.01% 685 0 0.0% Q1 2026 May 01, 2026
Atlantic Edge Private Wealth Management, LLC History No change 150 18 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 22, 2026
FAS Wealth Partners, Inc. History No change 123 16 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 18, 2026
Center for Financial Planning, Inc. History No change 136 16 0.0% 0.0% 688 0 0.0% Q1 2026 May 04, 2026
Nemes Rush Group LLC History No change 138 16 0.0% 0.0% 689 0 0.0% Q1 2026 Apr 21, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 137 16 0.01% 0.01% 690 0 0.0% Q1 2026 Apr 07, 2026
Napier Financial, LLC History New 130 15 0.0% — 695 +130 New Q1 2026 May 05, 2026
Greykasell Wealth Strategies, Inc. History Reduced 125 15 0.01% 0.01% 694 -53 -29.78% Q1 2026 May 07, 2026
Tidemark, LLC History Added to 125 15 0.0% 0.0% 693 +10 8.7% Q1 2026 May 07, 2026
Glassman Wealth Services History No change 127 15 0.0% 0.0% 691 0 0.0% Q1 2026 May 04, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 130 15 0.0% 0.0% 692 0 0.0% Q1 2026 May 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 122 14 0.0% — 702 +122 New Q1 2026 Apr 14, 2026
FIRST COMMUNITY TRUST NA History New 120 14 0.01% — 701 +120 New Q1 2026 Apr 16, 2026
SIGNATUREFD, LLC History Added to 124 14 0.0% 0.0% 697 +63 103.28% Q1 2026 Apr 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 120 14 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 15, 2026
First Pacific Financial History No change 121 14 0.0% 0.0% 698 0 0.0% Q1 2026 Apr 23, 2026
Glen Eagle Advisors, LLC History No change 118 14 0.0% 0.0% 699 0 0.0% Q1 2026 May 15, 2026
Bravera Wealth History No change 122 14 0.01% 0.01% 700 0 0.0% Q1 2026 Apr 22, 2026
Anfield Capital Management, LLC History No change 111 13 0.0% 0.0% 703 0 0.0% Q1 2026 May 12, 2026
Princeton Global Asset Management LLC History No change 111 13 0.0% 0.0% 704 0 0.0% Q1 2026 Apr 22, 2026
NFSG Corp History No change 115 13 0.0% 0.0% 705 0 0.0% Q1 2026 May 05, 2026
SALEM INVESTMENT COUNSELORS INC History New 100 12 0.0% — 710 +100 New Q1 2026 Apr 29, 2026
VANGUARD ADVISERS INC History New 100 12 0.0% — 711 +100 New Q1 2026 May 08, 2026
TOTH FINANCIAL ADVISORY CORP History No change 105 12 0.0% 0.0% 706 0 0.0% Q1 2026 Apr 16, 2026
EPG Wealth Management LLC History No change 103 12 0.0% 0.0% 707 0 0.0% Q1 2026 May 07, 2026
Twin Lakes Capital Management, LLC History No change 102 12 0.01% 0.01% 708 0 0.0% Q1 2026 May 18, 2026
Ameliora Wealth Management Ltd. History No change 107 12 0.0% 0.0% 709 0 0.0% Q1 2026 Apr 23, 2026
Lloyd Advisory Services, LLC. History New 98 11 0.0% — 716 +98 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 98 11 0.0% — 713 +97 9700.0% Q1 2026 May 13, 2026
CURIO WEALTH, LLC History Added to 99 11 0.0% 0.0% 714 +43 76.79% Q1 2026 May 11, 2026
Strengthening Families & Communities, LLC History Added to 92 11 0.0% 0.0% 712 +1 1.1% Q1 2026 May 11, 2026
Dogwood Wealth Management LLC History No change 99 11 0.0% 0.01% 715 0 0.0% Q1 2026 May 12, 2026
EASTERN BANK History New 84 10 0.0% — 719 +84 New Q1 2026 Apr 07, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 87 10 0.0% 0.0% 717 0 0.0% Q1 2026 Apr 27, 2026
Caldwell Trust Co History No change 90 10 0.0% 0.0% 718 0 0.0% Q1 2026 Apr 22, 2026
ENTRUST FINANCIAL LLC History New 75 9 0.01% — 722 +75 New Q1 2026 May 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 75 9 0.0% 0.0% 720 0 0.0% Q1 2026 Apr 24, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 80 9 0.01% 0.01% 721 0 0.0% Q1 2026 May 07, 2026
Horizon Investments, LLC History New 70 8 0.0% — 723 +70 New Q1 2026 May 14, 2026
TIAA Wealth Investment Management LLC History New 66 7 0.0% — 726 +66 New Q1 2026 May 12, 2026
Financial Connections Group, Inc. History New 60 7 0.0% — 725 +60 New Q1 2026 May 01, 2026
SJS Investment Consulting Inc. History No change 60 7 0.0% 0.0% 724 0 0.0% Q1 2026 Apr 23, 2026
Glass Jacobson Investment Advisors llc History Reduced 55 6 0.0% 0.01% 729 -80 -59.26% Q1 2026 Apr 23, 2026
Root Financial Partners, LLC History New 57 6 0.0% — 731 +57 New Q1 2026 Apr 24, 2026
CBIZ Investment Advisory Services, LLC History No change 53 6 0.0% 0.0% 727 0 0.0% Q1 2026 May 12, 2026
New Millennium Group LLC History No change 49 6 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 06, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 50 6 0.0% 0.0% 730 0 0.0% Q1 2026 May 12, 2026
HOWE & RUSLING INC History Reduced 49 5 0.0% 0.0% 732 -49 -50.0% Q1 2026 Apr 28, 2026
Keating Financial Advisory Services, Inc. History New 43 5 0.0% — 734 +43 New Q1 2026 May 15, 2026
Morse Asset Management, Inc History No change 49 5 0.0% 0.0% 733 0 0.0% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Reduced 35 4 0.0% 0.01% 735 -1,340 -97.45% Q1 2026 May 13, 2026
Olistico Wealth, LLC History Reduced 39 4 0.0% 0.01% 738 -49 -55.68% Q1 2026 Apr 08, 2026
HighMark Wealth Management LLC History No change 35 4 0.0% 0.0% 736 0 0.0% Q1 2026 May 05, 2026
Coston, McIsaac & Partners History No change 37 4 0.0% 0.0% 737 0 0.0% Q1 2026 Apr 22, 2026
Rakuten Securities, Inc. History Reduced 25 3 0.0% 0.0% 740 -25 -50.0% Q1 2026 May 01, 2026
VALLEY NATIONAL ADVISERS INC History No change 30 3 0.0% 0.0% 739 0 0.0% Q1 2026 Apr 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 17 2 0.0% 0.08% 741 -1,784 -99.06% Q1 2026 Apr 14, 2026
Key Capital Management, INC History No change 22 2 0.0% 0.0% 742 0 0.0% Q1 2026 May 07, 2026
Merkkuri Wealth Advisors LLC History New 12 1 0.0% — 746 +12 New Q1 2026 Apr 21, 2026
PROTECTIVE LIFE CORP History New 9 1 0.0% — 745 +9 New Q1 2026 May 13, 2026
Central Pacific Bank - Trust Division History No change 13 1 0.0% 0.0% 743 0 0.0% Q1 2026 Apr 07, 2026
Rossby Financial, LCC History No change 11 1 0.0% 0.0% 744 0 0.0% Q1 2026 May 11, 2026
TIFF ADVISORY SERVICES, LLC History Closed out 0 0 — 4.9% — -213,451 -100.0% Q1 2026 May 12, 2026
Estate Counselors, LLC History Closed out 0 0 — 0.92% — -82,403 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 0.02% — -81,340 -100.0% Q1 2026 May 15, 2026
Cavalier Investments, LLC History Closed out 0 0 — 0.5% — -73,154 -100.0% Q1 2026 May 15, 2026
Curran Financial Partners, LLC History Closed out 0 0 — 1.31% — -51,841 -100.0% Q1 2026 Apr 15, 2026
SOL Capital Management CO History Closed out 0 0 — 0.55% — -45,665 -100.0% Q1 2026 Apr 24, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.02% — -32,097 -100.0% Q1 2026 May 15, 2026
Axiom Financial Strategies, LLC History Closed out 0 0 — 1.62% — -28,817 -100.0% Q1 2026 Apr 21, 2026
Quantitative Investment Management, LLC History Closed out 0 0 — 0.35% — -26,703 -100.0% Q1 2026 May 15, 2026
Empirical Asset Management, LLC History Closed out 0 0 — 0.04% — -26,432 -100.0% Q1 2026 May 11, 2026
Retireful, LLC History Closed out 0 0 — 2.64% — -15,647 -100.0% Q1 2026 Apr 15, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.28% — -10,836 -100.0% Q1 2026 Apr 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -9,300 -100.0% Q1 2026 May 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Closed out 0 0 — 0.51% — -8,343 -100.0% Q1 2026 Apr 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -7,314 -100.0% Q1 2026 May 12, 2026
BBR PARTNERS, LLC History Closed out 0 0 — 0.05% — -6,530 -100.0% Q1 2026 May 12, 2026
Pinion Investment Advisors, LLC History Closed out 0 0 — 0.2% — -6,130 -100.0% Q1 2026 Apr 24, 2026
Tudor Financial Inc. History Closed out 0 0 — 0.41% — -5,950 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -5,517 -100.0% Q1 2026 May 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -5,235 -100.0% Q1 2026 Apr 21, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.03% — -4,419 -100.0% Q1 2026 May 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 — 0.04% — -4,235 -100.0% Q1 2026 Apr 20, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.03% — -3,915 -100.0% Q1 2026 May 14, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 — 0.0% — -3,480 -100.0% Q1 2026 Apr 29, 2026
GENTRY PRIVATE WEALTH, LLC History Closed out 0 0 — 0.29% — -3,475 -100.0% Q1 2026 May 05, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 — 0.04% — -2,910 -100.0% Q1 2026 May 15, 2026
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -2,854 -100.0% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.0% — -2,473 -100.0% Q1 2026 May 15, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.09% — -2,402 -100.0% Q1 2026 May 07, 2026
Value Investment Professionals, LLC History Closed out 0 0 — 0.33% — -2,328 -100.0% Q1 2026 Apr 27, 2026
Calamos Wealth Management LLC History Closed out 0 0 — 0.01% — -2,126 -100.0% Q1 2026 May 04, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.04% — -2,043 -100.0% Q1 2026 May 12, 2026
CHANNEL WEALTH LLC History Closed out 0 0 — 0.06% — -1,890 -100.0% Q1 2026 May 11, 2026
DRW Securities, LLC History Closed out 0 0 — 0.01% — -1,771 -100.0% Q1 2026 May 13, 2026
PFG Investments, LLC History Closed out 0 0 — 0.01% — -1,770 -100.0% Q1 2026 Apr 27, 2026
Venturi Wealth Management, LLC History Closed out 0 0 — 0.01% — -1,706 -100.0% Q1 2026 Apr 21, 2026
Optimist Retirement Group LLC History Closed out 0 0 — 0.1% — -1,652 -100.0% Q1 2026 May 11, 2026
Wealth Architects, LLC History Closed out 0 0 — 0.02% — -1,625 -100.0% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 — 0.0% — -1,620 -100.0% Q1 2026 Apr 20, 2026
Howard Capital Management Inc. History Closed out 0 0 — 0.0% — -1,608 -100.0% Q1 2026 May 05, 2026
TME FINANCIAL, INC. History Closed out 0 0 — 0.15% — -1,604 -100.0% Q1 2026 May 12, 2026
Crusonia Wealth Advisors LLC History Closed out 0 0 — 0.05% — -1,590 -100.0% Q1 2026 May 12, 2026
Global Financial Private Client, LLC History Closed out 0 0 — 0.07% — -1,585 -100.0% Q1 2026 Apr 20, 2026
Perennial Investment Advisors, LLC History Closed out 0 0 — 0.02% — -1,576 -100.0% Q1 2026 May 15, 2026
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -1,567 -100.0% Q1 2026 May 04, 2026
Tempo Wealth, LLC History Closed out 0 0 — 0.04% — -1,567 -100.0% Q1 2026 May 14, 2026
Richmond Investment Services, LLC History Closed out 0 0 — 0.04% — -1,566 -100.0% Q1 2026 Apr 29, 2026
FULTON BANK, N.A. History Closed out 0 0 — 0.01% — -1,544 -100.0% Q1 2026 Apr 24, 2026
NWAM LLC History Closed out 0 0 — 0.01% — -1,542 -100.0% Q1 2026 May 04, 2026
WEST BANCORPORATION INC History Closed out 0 0 — 0.11% — -1,530 -100.0% Q1 2026 Apr 23, 2026
Baker Avenue Asset Management, LP History Closed out 0 0 — 0.0% — -1,503 -100.0% Q1 2026 May 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 — 0.08% — -1,140 -100.0% Q1 2026 May 13, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.04% — -666 -100.0% Q1 2026 May 04, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.02% — -414 -100.0% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History Closed out 0 0 — 0.01% — -410 -100.0% Q1 2026 Apr 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Reduced 8 0 — 0.01% — -222 -96.52% Q1 2026 Apr 27, 2026
Jessup Wealth Management, Inc History Closed out 0 0 — 0.01% — -201 -100.0% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History Closed out 0 0 — 0.0% — -196 -100.0% Q1 2026 May 08, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.02% — -147 -100.0% Q1 2026 Apr 16, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 Apr 29, 2026
McIlrath & Eck, LLC History Closed out 0 0 — 0.0% — -80 -100.0% Q1 2026 May 19, 2026
MidFirst Bank History Closed out 0 0 — 0.0% — -48 -100.0% Q1 2026 May 15, 2026
Peachtree Investment Partners, LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q1 2026 May 08, 2026
CALDWELL SUTTER CAPITAL, INC. History Closed out 0 0 — 0.0% — -19 -100.0% Q1 2026 May 05, 2026
Covestor Ltd History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 05, 2026
TOMPKINS FINANCIAL CORP History New 1 0 — — — +1 New Q1 2026 Apr 09, 2026
DHJJ Financial Advisors, Ltd. History No change 2 0 — — — 0 0.0% Q1 2026 Apr 09, 2026