SELECT SECTOR SPDR TRUST - XLE

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 68,389,110 4,189,516 0.47% 0.28% 1 +14,165,846 26.13% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 39,650,027 2,428,960 0.18% 0.15% 2 -5,511,202 -12.2% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 34,923,646 2,139,422 0.25% 0.15% 3 +7,448,464 27.11% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 34,844,921 2,134,599 0.27% 0.27% 4 -4,856,669 -12.23% Q1 2026 May 12, 2026
MORGAN STANLEY History Added to 32,617,347 1,998,138 0.12% 0.08% 5 +3,178,969 10.8% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 32,074,593 1,964,889 0.82% 0.51% 6 +5,076,516 18.8% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 29,292,590 1,794,464 0.77% 0.64% 7 -3,304,340 -10.14% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 28,638,644 1,754,403 0.42% 0.32% 8 -883,882 -2.99% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Added to 26,355,200 1,614,519 0.26% 0.13% 9 +6,954,995 35.85% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 25,644,363 1,570,974 0.28% 0.17% 10 +2,056,707 8.72% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 25,607,318 1,568,704 0.3% 0.2% 11 +480,161 1.91% Q1 2026 May 11, 2026
UBS Group AG History Added to 24,455,963 1,498,172 0.22% 0.16% 12 +2,264,610 10.2% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 20,741,750 1,285,159 0.08% 0.05% 13 +4,022,926 24.06% Q1 2026 May 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 17,758,783 1,087,903 2.02% 1.57% 14 -1,213,387 -6.4% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 15,447,428 946,309 0.25% 0.16% 15 +2,573,216 19.99% Q1 2026 May 06, 2026
Varma Mutual Pension Insurance Co History New 14,067,185 861,755 5.08% 16 +14,067,185 New Q1 2026 May 05, 2026
PEAK6 LLC History Added to 13,139,900 804,950 1.89% 0.95% 17 +1,688,700 14.75% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 10,792,136 661,126 0.86% 0.53% 18 +1,492,189 16.05% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 6,275,930 595,455 0.29% 0.2% 19 +647,340 11.5% Q1 2026 May 12, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 8,673,100 531,314 2.52% 1.97% 20 -700,500 -7.47% Q1 2026 May 14, 2026
Walleye Trading LLC History Added to 7,923,196 485,374 0.81% 0.4% 21 +1,722,996 27.79% Q1 2026 May 08, 2026
Parallax Volatility Advisers, L.P. History Added to 8,362,422 467,208 1.21% 0.55% 22 +2,099,833 33.53% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 7,577,903 464,222 0.17% 0.07% 23 +3,162,303 71.62% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 6,576,825 403,717 0.09% 0.06% 24 +992,087 17.76% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 6,416,909 393,099 0.46% 0.07% 25 +5,021,549 359.87% Q1 2026 May 15, 2026
Jain Global LLC History Added to 6,014,335 368,438 1.52% 0.67% 26 +2,924,801 94.67% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 5,995,827 367,304 0.41% 0.01% 27 +5,843,220 3828.93% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,887,465 360,666 0.11% 0.08% 28 +3,393 0.06% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,454,793 334,160 0.09% 0.06% 29 +1,049,195 23.82% Q1 2026 May 04, 2026
Point72 Asset Management, L.P. History Added to 5,247,549 321,464 0.41% 0.18% 30 +1,644,943 45.66% Q1 2026 May 15, 2026
Dai-ichi Life International Holdings LLC History New 5,214 319,410 20.95% 31 +5,214 New Q1 2026 May 14, 2026
SOROS FUND MANAGEMENT LLC History Added to 4,948,400 303,138 3.32% 1.89% 32 +1,308,600 35.95% Q1 2026 May 15, 2026
Saudi Central Bank History No change 4,321,004 264,704 5.6% 7.22% 33 0 0.0% Q1 2026 May 15, 2026
Hamilton Capital, LLC History Reduced 4,306,753 263,831 13.67% 16.33% 34 -2,998,719 -41.05% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Added to 3,811,299 233,480 0.38% 0.26% 35 +158,587 4.34% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 3,622,326 221,926 0.32% 0.19% 36 +781,091 27.49% Q1 2026 May 15, 2026
Mizuho Bank, Ltd. History New 3,280,000 200,932 54.38% 37 +3,280,000 New Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Reduced 3,267,251 200,151 0.53% 0.36% 38 -254,070 -7.22% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Reduced 3,216,352 197,033 1.35% 1.08% 39 -1,507,253 -31.91% Q1 2026 May 07, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 3,201,000 196,093 0.32% 0.39% 40 -1,958,000 -37.95% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 3,107,584 190,370 0.19% 0.05% 41 +1,834,661 144.13% Q1 2026 May 14, 2026
Focus Partners Wealth History Added to 3,092,580 189,451 0.21% 0.03% 42 +2,420,550 360.18% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Added to 3,068,600 187,982 0.5% 0.15% 43 +597,000 24.15% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,689,336 164,748 0.03% 0.01% 44 +1,322,994 96.83% Q1 2026 May 15, 2026
FACTORY MUTUAL INSURANCE CO History Added to 2,683,330 164,380 1.85% 0.25% 45 +2,130,130 385.06% Q1 2026 May 05, 2026
LMR Partners LLP History New 2,490,000 152,537 0.34% 46 +2,490,000 New Q1 2026 May 15, 2026
Wealthfront Advisers LLC History Added to 2,483,501 152,139 0.33% 0.25% 47 +28,935 1.18% Q1 2026 May 05, 2026
Cetera Investment Advisers History Reduced 2,459,664 150,183 0.16% 0.12% 48 -15,227 -0.62% Q1 2026 May 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 2,392,565 148,243 0.12% 0.03% 49 +1,626,605 212.36% Q1 2026 May 14, 2026
Allen Investment Management, LLC History Added to 2,364,983 144,878 1.79% 1.06% 50 +234,339 11.0% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 2,161,565 132,417 0.02% 0.01% 51 +79,038 3.8% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 2,157,385 132,162 0.12% 0.09% 52 -118,572 -5.21% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 2,010,195 123,145 0.13% 0.09% 53 +209,836 11.66% Q1 2026 May 05, 2026
Quadrature Capital Ltd History Added to 1,951,573 119,553 1.42% 0.08% 54 +1,774,067 999.44% Q1 2026 May 15, 2026
PGIM Custom Harvest LLC History Added to 1,821,657 111,594 1.74% 1.09% 55 +170,121 10.3% Q1 2026 May 13, 2026
Cornerstone Advisors, LLC History Added to 1,776,143 108,806 4.0% 2.13% 56 +346,491 24.24% Q1 2026 May 08, 2026
Main Management Fund Advisors LLC History Reduced 731,100 107,187 9.0% 9.87% 57 -1,689,700 -69.8% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,736,203 106,359 0.15% 0.11% 58 -81,869 -4.5% Q1 2026 Apr 27, 2026
J.Safra Asset Management Corp History Added to 1,615,019 98,936 5.33% 3.65% 59 +59,342 3.81% Q1 2026 May 04, 2026
Rokos Capital Management LLP History Reduced 1,590,000 97,363 0.74% 0.55% 60 -1,590,000 -50.0% Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Added to 1,561,870 95,680 1.4% 1.01% 61 +78,472 5.29% Q1 2026 Apr 17, 2026
Phoenix Financial Ltd. History Added to 1,530,654 93,767 0.89% 0.32% 62 +880,672 135.49% Q1 2026 May 11, 2026
Steward Partners Investment Advisory, LLC History Added to 1,522,713 93,281 0.48% 0.28% 63 +389,997 34.43% Q1 2026 May 08, 2026
Verition Fund Management LLC History Added to 1,488,984 91,215 0.59% 0.03% 64 +1,308,671 725.78% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 1,436,875 88,023 0.16% 0.12% 65 -106,385 -6.89% Q1 2026 May 14, 2026
Optiver Holding B.V. History Added to 1,377,208 84,367 0.03% 0.0% 66 +1,376,862 397936.99% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 1,349,399 82,664 0.23% 0.13% 67 +112,883 9.13% Q1 2026 May 04, 2026
CWM, LLC History Added to 1,342,139 82,219 0.22% 0.14% 68 +215,728 19.15% Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 1,314,429 80,538 0.17% 0.0% 69 +1,289,759 5228.05% Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 1,282,511 78,566 0.68% 0.01% 70 +1,264,389 6977.09% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 1,277,309 78,247 0.16% 0.0% 71 +1,260,005 7281.58% Q1 2026 May 06, 2026
EP Wealth Advisors, LLC History Added to 1,271,555 77,895 0.38% 0.27% 72 +113,609 9.81% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Reduced 1,264,381 77,578 0.04% 0.13% 73 -3,878,207 -75.41% Q1 2026 Apr 30, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 1,265,609 77,531 6.04% 5.41% 74 -308,921 -19.62% Q1 2026 Apr 29, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,265,520 77,526 0.2% 0.13% 75 +178,808 16.45% Q1 2026 Apr 30, 2026
Janney Montgomery Scott LLC History Added to 1,233,145 75,542 0.19% 0.09% 76 +317,910 34.74% Q1 2026 Apr 22, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 1,222,898 74,914 0.44% 0.22% 77 +285,452 30.45% Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,196,797 73,315 0.33% 0.12% 78 +218,011 22.27% Q1 2026 May 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 1,163,460 71,273 0.12% 0.33% 79 -2,591,708 -69.02% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 1,089,625 66,750 0.1% 0.07% 80 +21,015 1.97% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 1,168,470 65,392 0.09% 0.07% 81 -155,751 -11.76% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 1,056,101 64,696 0.86% 0.09% 82 +883,543 512.03% Q1 2026 May 14, 2026
Allianz Asset Management GmbH History Reduced 1,039,300 63,667 0.07% 0.05% 83 -91,300 -8.08% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,039,250 63,664 0.03% 0.0% 84 +890,686 599.53% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 1,021,790 62,594 0.29% 0.15% 85 +314,727 44.51% Q1 2026 Apr 24, 2026
VESTOR CAPITAL, LLC History Added to 1,010,538 61,906 4.48% 0.64% 86 +39,553 4.07% Q1 2026 May 21, 2026
Cerity Partners LLC History Added to 1,008,305 61,768 0.09% 0.05% 87 +250,617 33.08% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Added to 1,003,155 61,453 0.28% 0.14% 88 +278,393 38.41% Q1 2026 May 07, 2026
Avalon Global Asset Management LLC History New 1,000,000 61,260 8.47% 89 +1,000,000 New Q1 2026 May 14, 2026
STATE STREET CORP History Added to 999,596 61,235 0.0% 0.0% 90 +896,501 869.59% Q1 2026 May 15, 2026
Maven Securities LTD History New 999,976 61,223 1.18% 91 +999,976 New Q1 2026 May 15, 2026
ALPS ADVISORS INC History Reduced 976,586 59,825 0.28% 0.31% 92 -221,936 -18.52% Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 974,509 59,698 0.11% 0.11% 93 +191,095 24.39% Q1 2026 May 01, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 954,974 58,501 0.09% 0.06% 94 +62,899 7.05% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 930,450 58,204 0.03% 0.02% 95 +378,124 68.46% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 937,281 57,417 0.03% 0.02% 96 +99,675 11.9% Q1 2026 May 08, 2026
FIL Ltd History Reduced 925,135 56,673 0.04% 0.04% 97 -138,915 -13.06% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 895,831 54,878 0.07% 0.05% 98 +64,140 7.71% Q1 2026 Apr 27, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 879,894 53,902 0.32% 0.25% 99 +10,000 1.15% Q1 2026 May 12, 2026
VAN ECK ASSOCIATES CORP History Added to 865,302 53,008 0.04% 0.02% 100 +436,096 101.61% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 851,064 52,136 0.06% 0.04% 101 -3,406 -0.4% Q1 2026 May 14, 2026
Centiva Capital, LP History Added to 825,633 50,578 0.37% 0.05% 102 +688,133 500.46% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Added to 822,716 50,387 0.07% 0.01% 103 +716,234 672.63% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Added to 778,736 47,706 0.08% 0.0% 104 +748,894 2509.53% Q1 2026 May 14, 2026
Blue Chip Partners, LLC History Added to 774,638 47,454 3.42% 2.49% 105 +6,025 0.78% Q1 2026 May 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 773,725 47,398 0.7% 0.51% 106 -1,905 -0.25% Q1 2026 May 12, 2026
FORBES J M & CO LLP History Added to 769,522 47,140 3.99% 2.77% 107 +3,130 0.41% Q1 2026 Apr 16, 2026
Kestra Advisory Services, LLC History Added to 767,322 47,006 0.18% 0.12% 108 +141,431 22.6% Q1 2026 Apr 30, 2026
GenTrust, LLC History Reduced 755,336 46,271 1.98% 1.48% 109 -14,580 -1.89% Q1 2026 Apr 27, 2026
AFFINITY WEALTH MANAGEMENT LLC History Reduced 709,517 43,465 6.58% 4.52% 110 -1,360 -0.19% Q1 2026 Apr 10, 2026
Oakworth Capital, Inc. History Added to 681,040 41,720 2.21% 1.61% 111 +21,499 3.26% Q1 2026 Apr 24, 2026
Sanctuary Advisors, LLC History Added to 671,814 41,155 0.22% 0.14% 112 +80,290 13.57% Q1 2026 May 05, 2026
BlackRock, Inc. History Reduced 667,157 40,870 0.0% 0.0% 113 -344,673 -34.06% Q1 2026 May 13, 2026
RiverFront Investment Group, LLC History Added to 660,579 40,467 0.63% 0.48% 114 +6,639 1.02% Q1 2026 May 11, 2026
BTG Pactual Asset Management US LLC History New 651,200 39,892 3.45% 115 +651,200 New Q1 2026 May 14, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 646,525 39,606 1.31% 0.94% 116 -11,358 -1.73% Q1 2026 May 15, 2026
EQUITABLE TRUST CO History Reduced 614,770 37,660 1.74% 1.28% 117 -24,226 -3.79% Q1 2026 Apr 30, 2026
AE Wealth Management LLC History Added to 614,490 37,643 0.2% 0.12% 118 +150,414 32.41% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 611,513 37,401 0.16% 0.11% 119 +39,485 6.9% Q1 2026 May 15, 2026
University of Illinois Foundation History New 601,034 36,819 7.55% 120 +601,034 New Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 599,822 36,745 0.26% 0.43% 121 -1,572,542 -72.39% Q1 2026 May 15, 2026
SHERMAN PORFOLIOS, LLC History Added to 596,939 36,568 2.8% 0.44% 122 +453,669 316.65% Q1 2026 May 13, 2026
Fullerton Fund Management Co Ltd. History New 587,781 36,007 2.88% 123 +587,781 New Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 585,821 35,887 0.01% 0.0% 124 +557,421 1962.75% Q1 2026 May 04, 2026
Angeles Investment Advisors, LLC History New 584,760 35,822 2.41% 125 +584,760 New Q1 2026 Apr 28, 2026
Modern Wealth Management, LLC History Reduced 593,030 34,970 0.6% 0.59% 126 -128,243 -17.78% Q1 2026 May 14, 2026
FMR LLC History Added to 555,576 34,034 0.0% 0.0% 127 +402,567 263.1% Q1 2026 May 15, 2026
UNIVEST FINANCIAL Corp History Reduced 549,718 33,675 1.89% 1.4% 128 -41,442 -7.01% Q1 2026 May 01, 2026
Performance Wealth Partners, LLC History New 544,801 33,374 0.97% 129 +544,801 New Q1 2026 Apr 10, 2026
GTS SECURITIES LLC History Added to 539,265 33,034 1.17% 0.21% 130 +402,587 294.55% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 526,661 32,263 0.06% 0.02% 131 +268,329 103.87% Q1 2026 May 14, 2026
APPLETON PARTNERS INC/MA History Reduced 520,194 31,867 2.22% 1.6% 132 -23,341 -4.29% Q1 2026 Apr 28, 2026
Mariner, LLC History Added to 515,290 31,568 0.04% 0.03% 133 +43,481 9.22% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 515,297 31,567 0.4% 0.29% 134 -4,262 -0.82% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 500,590 30,666 0.05% 0.03% 135 +222 0.04% Q1 2026 May 15, 2026
Anson Funds Management LP History New 500,000 30,630 2.69% 136 +500,000 New Q1 2026 May 14, 2026
Cavalier Investments, LLC History New 500,000 30,630 0.83% 137 +500,000 New Q1 2026 May 15, 2026
PJT Investments Corp. History New 498,205 30,520 12.1% 138 +498,205 New Q1 2026 May 14, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 483,800 29,637 0.6% 0.51% 139 -316,200 -39.53% Q1 2026 May 15, 2026
Municipal Employees' Retirement System of Michigan History Reduced 474,882 29,091 0.33% 0.5% 140 -516,392 -52.09% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 461,792 28,292 0.05% 0.04% 141 +10,791 2.39% Q1 2026 May 01, 2026
Creative Planning History Added to 453,873 27,804 0.02% 0.01% 142 +26,572 6.22% Q1 2026 May 12, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 430,094 26,347 0.19% 0.09% 143 +184,731 75.29% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 423,596 25,949 0.35% 0.31% 144 -4,422 -1.03% Q1 2026 May 01, 2026
Stonebridge Financial Group, LLC History New 416,659 25,524 2.1% 145 +416,659 New Q1 2026 Apr 08, 2026
PINKERTON WEALTH, LLC History Added to 570,774 25,519 2.32% 1.83% 146 +170,893 42.74% Q1 2026 Apr 09, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 410,962 25,175 2.1% 1.46% 147 +1,550 0.38% Q1 2026 May 05, 2026
Trust Asset Management LLC History Reduced 407,428 24,959 1.79% 1.24% 148 -340 -0.08% Q1 2026 Apr 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 392,455 24,041 0.01% 0.0% 149 +306,747 357.9% Q1 2026 May 07, 2026
Parker Investment Management, LLC History New 389,135 23,838 3.62% 150 +389,135 New Q1 2026 May 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 388,752 23,814 0.66% 0.78% 151 -339,941 -46.65% Q1 2026 Apr 21, 2026
Equitable Holdings, Inc. History Added to 523,453 23,687 0.15% 0.1% 152 +189,335 56.67% Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Added to 380,606 23,315 0.54% 0.18% 153 +210,818 124.17% Q1 2026 May 15, 2026
&PARTNERS History Reduced 379,236 23,221 0.11% 0.09% 154 -7,602 -1.97% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 374,458 22,939 0.09% 0.06% 155 +106 0.03% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History Reduced 360,685 22,095 0.01% 0.0% 156 -16,937 -4.49% Q1 2026 May 13, 2026
Main Management LLC History Added to 356,200 21,821 1.59% 1.11% 157 +11,200 3.25% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 355,356 21,769 0.02% 0.0% 158 +295,408 492.77% Q1 2026 May 15, 2026
Caption Management, LLC History New 353,116 21,631 0.13% 159 +353,116 New Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 351,218 21,515 0.11% 0.09% 160 +68,371 24.17% Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 351,173 21,512 0.14% 0.0% 161 +345,708 6325.86% Q1 2026 May 14, 2026
SP Asset Management LLC History Reduced 342,877 21,004 1.85% 1.26% 162 -13,027 -3.66% Q1 2026 May 06, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 342,067 20,955 2.87% 0.04% 163 +335,426 5050.84% Q1 2026 Apr 24, 2026
Galvin, Gaustad & Stein, LLC History Added to 338,402 20,730 1.66% 0.23% 164 +272,777 415.66% Q1 2026 May 14, 2026
PITTENGER & ANDERSON INC History Added to 337,974 20,704 0.82% 0.55% 165 +20,350 6.41% Q1 2026 May 01, 2026
MAI Capital Management History Added to 332,165 20,348 0.11% 0.08% 166 +10,124 3.14% Q1 2026 May 15, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History New 325,703 19,952 2.07% 167 +325,703 New Q1 2026 Apr 30, 2026
CoreCap Advisors, LLC History Reduced 323,290 19,804 0.67% 1.01% 168 -326,577 -50.25% Q1 2026 Apr 07, 2026
Concurrent Investment Advisors, LLC History Added to 323,257 19,802 0.22% 0.06% 169 +208,475 181.63% Q1 2026 Apr 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 342,681 19,763 0.04% 0.03% 170 -154,856 -31.12% Q1 2026 Apr 08, 2026
Hudson Bay Capital Management LP History New 320,600 19,639 0.07% 171 +320,600 New Q1 2026 May 13, 2026
Advisory Alpha, LLC History Reduced 319,840 19,594 0.54% 0.62% 172 -188,323 -37.06% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 318,055 19,484 0.26% 0.18% 173 +28,348 9.79% Q1 2026 May 15, 2026
Trilogy Capital Inc. History Reduced 317,572 19,454 0.86% 0.99% 174 -175,709 -35.62% Q1 2026 Apr 21, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 316,068 19,362 1.23% 0.5% 175 +150,000 90.32% Q1 2026 May 12, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 312,285 19,130 4.17% 3.68% 176 -46,869 -13.05% Q1 2026 May 11, 2026
BlueStem Wealth Partners, LLC History New 311,658 19,092 2.12% 177 +311,658 New Q1 2026 May 07, 2026
Advisors Preferred, LLC History New 309,224 18,943 2.79% 179 +309,224 New Q1 2026 May 05, 2026
Blume Capital Management, Inc. History Reduced 309,231 18,943 3.22% 2.71% 178 -23,425 -7.04% Q1 2026 May 01, 2026
D.A. DAVIDSON & CO. History Added to 306,355 18,767 0.11% 0.08% 180 +24,932 8.86% Q1 2026 May 05, 2026
Integrated Wealth Concepts LLC History Added to 303,446 18,589 0.15% 0.06% 181 +181,510 148.86% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 300,054 18,381 0.23% 0.12% 182 +89,956 42.82% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Added to 299,033 18,319 0.02% 0.01% 183 +48,400 19.31% Q1 2026 Apr 16, 2026
Ethos Financial Group, LLC History Added to 299,969 18,295 1.34% 0.92% 184 +22,570 8.14% Q1 2026 May 05, 2026
OPPENHEIMER & CO INC History Reduced 296,380 18,156 0.22% 0.19% 185 -1,066 -0.36% Q1 2026 Apr 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 296,295 18,151 0.68% 0.49% 186 0 0.0% Q1 2026 May 12, 2026
Horizon Wealth Management, LLC History New 290,664 17,806 2.61% 187 +290,664 New Q1 2026 Apr 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 288,873 17,696 0.0% 0.0% 188 +220,463 322.27% Q1 2026 May 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 286,819 17,570 0.69% 0.45% 189 +21,175 7.97% Q1 2026 Apr 14, 2026
Waverly Advisors, LLC History Added to 286,069 17,524 0.13% 0.08% 190 +74,653 35.31% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Added to 281,329 17,234 0.13% 0.1% 191 +15,847 5.97% Q1 2026 Apr 15, 2026
PFG Advisors History Added to 278,026 17,031 0.83% 0.18% 192 +197,168 243.84% Q1 2026 May 05, 2026
Blue Trust, Inc. History Reduced 273,329 16,744 0.19% 0.14% 193 -5,149 -1.85% Q1 2026 Apr 20, 2026
Brookstone Capital Management History Added to 268,842 16,469 0.19% 0.09% 194 +100,723 59.91% Q1 2026 Apr 16, 2026
TTP Investments, Inc. History New 265,449 16,261 6.78% 195 +265,449 New Q1 2026 Apr 16, 2026
Steele Capital Management, Inc. History Reduced 264,736 16,217 0.67% 0.52% 196 -7,226 -2.66% Q1 2026 Apr 29, 2026
Dakota Wealth Management History Added to 264,647 16,212 0.35% 0.21% 197 +4,446 1.71% Q1 2026 May 07, 2026
Peak Retirement Planning, Inc. History Added to 262,695 16,092 3.21% 2.47% 198 +26,495 11.22% Q1 2026 May 11, 2026
Banco BTG Pactual S.A. History New 255,502 15,652 1.37% 199 +255,502 New Q1 2026 May 12, 2026
Fielder Capital Group LLC History Reduced 253,690 15,541 3.39% 2.42% 200 -512 -0.2% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History Added to 251,670 15,417 0.05% 0.03% 201 +4,918 1.99% Q1 2026 May 08, 2026
SCOPUS ASSET MANAGEMENT, L.P. History New 250,000 15,315 0.27% 202 +250,000 New Q1 2026 May 15, 2026
Grove Bank & Trust History Added to 247,145 15,140 1.71% 0.58% 203 +131,273 113.29% Q1 2026 Apr 08, 2026
Concord Investment Counsel Inc. History Added to 240,633 14,741 4.96% 2.62% 204 +60,213 33.37% Q1 2026 May 12, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 240,300 14,720 0.51% 205 +240,300 New Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 239,694 14,683 0.98% 0.77% 206 -15,938 -6.23% Q1 2026 Apr 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 233,796 14,322 0.32% 0.16% 207 +70,557 43.22% Q1 2026 May 15, 2026
Ausdal Financial Partners, Inc. History Reduced 232,963 14,271 0.63% 0.49% 208 -2,355 -1.0% Q1 2026 May 12, 2026
Sollinda Capital Management LLC History New 232,874 14,265 3.47% 209 +232,874 New Q1 2026 Apr 30, 2026
DRW Securities, LLC History New 231,379 14,174 0.2% 210 +231,379 New Q1 2026 May 13, 2026
Janney Capital Management LLC History No change 314,840 14,077 0.88% 0.88% 211 0 0.0% Q4 2025 Feb 11, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History New 225,000 13,783 1.75% 212 +225,000 New Q1 2026 May 13, 2026
Fiduciary Group, LLC History Added to 224,837 13,773 1.18% 0.84% 213 +1,196 0.53% Q1 2026 May 11, 2026
BLAIR WILLIAM & CO/IL History Reduced 223,445 13,688 0.04% 0.03% 214 -33,135 -12.91% Q1 2026 May 08, 2026
Whitcomb & Hess, Inc. History Reduced 221,624 13,576 3.17% 2.47% 215 -1,327 -0.6% Q1 2026 Apr 08, 2026
Wilmington Savings Fund Society, FSB History Reduced 221,370 13,561 0.32% 0.24% 216 -11,090 -4.77% Q1 2026 Apr 30, 2026
Atria Investments, Inc History Added to 216,250 13,247 0.15% 0.11% 217 +9,260 4.47% Q1 2026 May 05, 2026
Polymer Capital Management (HK) LTD History Added to 215,689 13,213 1.14% 0.5% 218 +137,517 175.92% Q1 2026 May 14, 2026
WESPAC Advisors SoCal, LLC History Added to 214,686 13,151 2.8% 1.35% 219 +64,933 43.36% Q1 2026 Apr 15, 2026
PARK AVENUE SECURITIES LLC History Added to 212,892 13,042 0.1% 0.08% 220 +10,709 5.3% Q1 2026 Apr 07, 2026
J.W. COLE ADVISORS, INC. History Added to 212,866 13,040 0.44% 0.16% 221 +23,552 12.44% Q1 2026 Apr 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 212,096 12,993 0.09% 0.09% 222 -46,558 -18.0% Q1 2026 Apr 14, 2026
Pinnacle Financial Partners, Inc. History Added to 211,367 12,950 0.1% 0.07% 223 +13,528 6.84% Q1 2026 May 14, 2026
HRT FINANCIAL LP History New 210,916 12,920 0.03% 224 +210,916 New Q1 2026 May 14, 2026
Independent Advisor Alliance History Added to 209,292 12,821 0.14% 0.02% 225 +194,471 1312.13% Q1 2026 May 12, 2026
Redhawk Wealth Advisors, Inc. History Added to 208,808 12,791 1.41% 0.03% 226 +203,482 3820.54% Q1 2026 Apr 15, 2026
Headlands Technologies LLC History Added to 208,288 12,759 1.45% 0.37% 227 +109,790 111.46% Q1 2026 May 13, 2026
NTV ASSET MANAGEMENT LLC History Reduced 207,856 12,733 1.4% 1.18% 228 -41,147 -16.52% Q1 2026 Apr 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 207,632 12,719 0.05% 0.03% 229 -10,424 -4.78% Q1 2026 Apr 24, 2026
FIRST INTERSTATE BANK History Reduced 206,565 12,654 0.71% 0.68% 230 -77,905 -27.39% Q1 2026 Apr 29, 2026
Granger Management LLC History Reduced 205,946 12,616 3.52% 5.87% 231 -291,000 -58.56% Q1 2026 May 14, 2026
Vickerman Investment Advisors, Inc. History Reduced 204,699 12,539 2.64% 1.86% 232 -3,941 -1.89% Q1 2026 May 12, 2026
Crescent Grove Advisors, LLC History Added to 201,864 12,366 1.19% 0.84% 233 +604 0.3% Q1 2026 May 06, 2026
Baker Avenue Asset Management, LP History Added to 199,732 12,235 0.28% 0.2% 234 +2,756 1.4% Q1 2026 May 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 198,687 12,171 0.29% 0.28% 235 -60,619 -23.38% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Reduced 197,344 12,089 0.2% 0.17% 236 -3,649 -1.82% Q1 2026 May 18, 2026
Valmark Advisers, Inc. History Reduced 196,914 12,062 0.14% 0.11% 237 -1,747 -0.88% Q1 2026 May 01, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 196,646 12,046 1.73% 0.04% 238 +189,341 2591.94% Q1 2026 May 01, 2026
Solitude Financial Services History Reduced 215,229 12,001 3.55% 3.8% 239 -42,271 -16.42% Q1 2026 Apr 16, 2026
Almanack Investment Partners, LLC. History Added to 192,965 11,821 2.0% 1.21% 240 +33,719 21.17% Q1 2026 May 05, 2026
IHT Wealth Management, LLC History Added to 190,022 11,640 0.27% 0.1% 241 +99,524 109.97% Q1 2026 May 15, 2026
Proficio Capital Partners LLC History Added to 188,164 11,546 0.62% 0.18% 242 +129,575 221.16% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Added to 188,242 11,531 0.23% 0.16% 243 +13,774 7.89% Q1 2026 May 14, 2026
Cerity Partners OCIO LLC History New 186,996 11,455 0.69% 244 +186,996 New Q1 2026 May 15, 2026
Busey Bank History Reduced 186,572 11,429 0.31% 0.23% 245 -6,828 -3.53% Q1 2026 Apr 28, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 186,092 11,399 3.83% 2.74% 246 -1,417 -0.76% Q1 2026 Apr 14, 2026
Biltmore Wealth Management, LLC History Reduced 185,762 11,379 4.05% 3.45% 247 -18,703 -9.15% Q1 2026 Apr 21, 2026
Ted Buchan & Co History Added to 183,958 11,269 4.09% 2.9% 248 +7,196 4.07% Q1 2026 May 14, 2026
CHEMUNG CANAL TRUST CO History Reduced 181,143 11,096 2.25% 1.61% 249 -1,331 -0.73% Q1 2026 Apr 22, 2026
Capula Management Ltd History New 180,000 11,026 0.08% 251 +180,000 New Q1 2026 May 14, 2026
SIG North Trading, ULC History Added to 180,000 11,026 0.22% 0.1% 250 +61,454 51.84% Q1 2026 May 15, 2026
STEVENS CAPITAL MANAGEMENT LP History Added to 179,700 11,008 1.7% 0.51% 252 +147,600 459.81% Q1 2026 May 11, 2026
SIMON QUICK ADVISORS, LLC History Added to 178,965 10,963 0.5% 0.34% 253 +3,781 2.16% Q1 2026 May 06, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 178,510 10,935 0.64% 0.46% 254 -14 -0.01% Q1 2026 Apr 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 176,385 10,805 0.27% 0.21% 255 +64 0.04% Q1 2026 Apr 07, 2026
Madrona Financial Services, LLC History New 175,834 10,771 2.36% 256 +175,834 New Q1 2026 Apr 14, 2026
TIFF ADVISORY SERVICES, LLC History New 175,733 10,765 2.43% 257 +175,733 New Q1 2026 May 12, 2026
Cynosure Group, LLC History New 175,145 10,729 1.34% 258 +175,145 New Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History New 173,887 10,652 0.09% 259 +173,887 New Q1 2026 May 15, 2026
Black Swift Group, LLC History Reduced 173,637 10,636 1.86% 1.57% 260 -36,753 -17.47% Q1 2026 Apr 24, 2026
FLOW TRADERS U.S. LLC History Added to 173,600 10,635 0.34% 0.01% 261 +164,814 1875.87% Q1 2026 May 15, 2026
Dai-ichi Life Insurance Company, Ltd History New 173,270 10,614 0.3% 262 +173,270 New Q1 2026 May 14, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 172,955 10,595 0.51% 0.4% 263 -11,276 -6.12% Q1 2026 May 04, 2026
Cadence Wealth Management LLC History Added to 170,793 10,462 4.36% 3.65% 264 +1,578 0.93% Q1 2026 May 12, 2026
Waratah Capital Advisors Ltd. History New 170,000 10,414 0.4% 265 +170,000 New Q1 2026 May 11, 2026
INTERCAPITAL, LLC History New 170,000 10,414 3.48% 266 +170,000 New Q1 2026 May 15, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 169,584 10,388 1.14% 0.57% 267 +51,382 43.47% Q1 2026 Apr 16, 2026
Tamar Securities, LLC History Added to 169,465 10,381 1.11% 0.75% 268 +10,213 6.41% Q1 2026 May 14, 2026
Strategic Equity Management History New 167,992 10,291 3.87% 269 +167,992 New Q1 2026 Apr 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 165,206 10,120 0.16% 0.09% 270 +63,136 61.86% Q1 2026 May 15, 2026
Decker Retirement Planning Inc. History New 163,165 9,995 4.53% 271 +163,165 New Q1 2026 Apr 20, 2026
SCOTIA CAPITAL INC. History Added to 162,323 9,943 0.04% 0.03% 272 +5,781 3.69% Q1 2026 May 13, 2026
Warwick Investment Management, Inc. History Reduced 161,939 9,920 1.44% 1.12% 273 -171 -0.11% Q1 2026 May 11, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 160,966 9,857 0.27% 0.07% 274 +100,670 166.96% Q1 2026 Apr 28, 2026
COMERICA BANK History No change 218,846 9,784 0.04% 0.04% 275 0 0.0% Q4 2025 Jan 29, 2026
FAGAN ASSOCIATES, INC. History Reduced 159,666 9,781 1.36% 0.97% 276 -3,024 -1.86% Q1 2026 May 04, 2026
Quantinno Capital Management LP History Added to 159,388 9,764 0.02% 0.01% 277 +38,114 31.43% Q1 2026 May 15, 2026
Mutual Advisors, LLC History Added to 159,182 9,751 0.21% 0.13% 278 +27,729 21.09% Q1 2026 May 01, 2026
DUPONT CAPITAL MANAGEMENT CORP History New 158,054 9,682 1.1% 279 +158,054 New Q1 2026 Apr 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 157,920 9,674 0.46% 0.25% 280 +41,923 36.14% Q1 2026 Apr 28, 2026
Prospera Financial Services Inc History Added to 154,392 9,460 0.15% 0.06% 281 +78,643 103.82% Q1 2026 Apr 14, 2026
THOR TRADING ADVISORS, LLC History Added to 154,214 9,447 3.91% 2.65% 282 +11,986 8.43% Q1 2026 May 07, 2026
Hollow Brook Wealth Management LLC History No change 153,896 9,427 2.41% 1.78% 283 0 0.0% Q1 2026 May 13, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 151,400 9,380 1.64% 0.09% 284 +138,800 1101.59% Q1 2026 May 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 153,064 9,376 0.16% 0.12% 285 -9,264 -5.71% Q1 2026 Apr 21, 2026
AlTi Global, Inc. History Added to 152,606 9,344 0.2% 0.14% 286 +3,718 2.5% Q1 2026 May 07, 2026
Eddie Patel Inc History New 152,350 9,332 7.17% 287 +152,350 New Q1 2026 May 11, 2026
CONTINUUM WEALTH ADVISORS, LLC History New 152,073 9,315 3.86% 288 +152,073 New Q1 2026 May 07, 2026
Summit Financial, LLC History Added to 152,036 9,313 0.12% 0.08% 289 +24,590 19.29% Q1 2026 May 15, 2026
Cercano Management LLC History Added to 149,363 9,275 0.4% 0.25% 290 +691 0.46% Q1 2026 May 13, 2026
Krilogy Financial LLC History Reduced 163,556 9,254 0.3% 0.31% 291 -20,844 -11.3% Q1 2026 Apr 17, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 150,867 9,242 1.59% 1.13% 292 +1,417 0.95% Q1 2026 May 13, 2026
Fisher Asset Management, LLC History Added to 150,333 9,209 0.0% 0.0% 293 +13,364 9.76% Q1 2026 May 05, 2026
Regency Capital Management Inc.\DE History New 149,652 9,167 4.1% 294 +149,652 New Q1 2026 May 05, 2026
Swan Global Investments, LLC History Reduced 149,315 9,147 0.31% 0.25% 295 -43,255 -22.46% Q1 2026 May 07, 2026
Kingsview Wealth Management, LLC History Added to 148,122 9,073 0.12% 0.08% 296 +17,993 13.83% Q1 2026 May 12, 2026
Advyzon Investment Management, LLC History Reduced 145,378 8,905 0.8% 0.93% 297 -33,339 -18.65% Q1 2026 May 12, 2026
COMMERCE BANK History Added to 143,448 8,787 0.04% 0.03% 298 +11,521 8.73% Q1 2026 May 11, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Reduced 143,142 8,768 4.23% 3.36% 299 -5,130 -3.46% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 142,498 8,729 0.0% 0.0% 300 +6,563 4.83% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 146,858 8,660 0.08% 0.05% 301 +37,278 34.02% Q1 2026 Apr 07, 2026
WBH ADVISORY INC History Reduced 146,204 8,621 0.65% 0.5% 302 -4,553 -3.02% Q1 2026 Apr 27, 2026
Accurate Wealth Management, LLC History Added to 150,894 8,592 1.03% 0.03% 304 +145,361 2627.16% Q1 2026 Apr 22, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 140,258 8,592 0.68% 0.49% 303 -6,970 -4.73% Q1 2026 Apr 17, 2026
BNC WEALTH MANAGEMENT, LLC History New 139,285 8,532 2.37% 305 +139,285 New Q1 2026 Apr 13, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History Reduced 150,537 8,422 1.9% 1.65% 306 -9,737 -6.08% Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History Reduced 136,676 8,366 0.05% 0.03% 307 -122 -0.09% Q1 2026 Apr 30, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 140,786 8,330 0.06% 0.12% 308 -166,374 -54.17% Q1 2026 May 05, 2026
Parallel Advisors, LLC History Reduced 135,664 8,310 0.15% 0.11% 309 -1,850 -1.35% Q1 2026 May 07, 2026
Perigon Wealth Management, LLC History Added to 135,579 8,305 0.15% 0.06% 310 +62,340 85.12% Q1 2026 Apr 10, 2026
Gateway Wealth Partners, LLC History Added to 135,512 8,301 0.32% 0.1% 311 +116,027 595.47% Q1 2026 May 15, 2026
OneAscent Family Office, LLC History Added to 135,446 8,297 5.8% 4.09% 312 +633 0.47% Q1 2026 Apr 21, 2026
Sigma Planning Corp History Added to 134,822 8,259 0.23% 0.15% 313 +15,968 13.43% Q1 2026 May 04, 2026
Lido Advisors, LLC History Added to 134,563 8,243 0.03% 0.02% 314 +19,223 16.67% Q1 2026 May 13, 2026
Scarborough Advisors, LLC History Added to 134,150 8,218 0.9% 1.0% 315 +1,547 1.17% Q1 2026 May 07, 2026
Enclave Advisors LLC History Reduced 134,091 8,214 1.13% 1.14% 316 -46,536 -25.76% Q1 2026 Apr 13, 2026
King Wealth Management Group History Added to 133,509 8,179 1.02% 0.71% 317 +919 0.69% Q1 2026 May 04, 2026
Traynor Capital Management, Inc. History Reduced 131,332 8,137 0.48% 0.32% 318 -2,052 -1.54% Q1 2026 May 14, 2026
Foguth Wealth Management, LLC. History No change 176,683 8,065 1.25% 1.25% 319 0 0.0% Q4 2025 Jan 05, 2026
Lake Hills Wealth Management, LLC History New 130,485 7,993 4.47% 320 +130,485 New Q1 2026 Apr 10, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 176,410 7,887 1.67% 1.67% 321 0 0.0% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 369,755 7,870 0.36% 0.06% 322 -4,444 -1.19% Q1 2026 May 15, 2026
Long Run Wealth Advisors, LLC History No change 175,967 7,867 1.48% 1.48% 323 0 0.0% Q4 2025 Feb 02, 2026
Twin Tree Management, LP History Added to 127,639 7,819 0.16% 0.02% 324 +77,539 154.77% Q1 2026 May 14, 2026
Hilltop Holdings Inc. History Reduced 126,954 7,777 0.7% 0.34% 325 -586 -0.46% Q1 2026 May 14, 2026
INNEALTA CAPITAL, LLC History Added to 126,945 7,776 4.83% 0.61% 326 +101,525 399.39% Q1 2026 May 04, 2026
BENJAMIN EDWARDS INC History Added to 126,351 7,741 0.08% 0.05% 327 +16,067 14.57% Q1 2026 May 12, 2026
Magnus Financial Group LLC History Reduced 125,092 7,663 0.62% 0.44% 328 -3,745 -2.91% Q1 2026 Apr 10, 2026
Jaffetilchin Investment Partners, LLC History Reduced 123,814 7,584 0.45% 0.34% 329 -5,243 -4.06% Q1 2026 May 13, 2026
Financial Enhancement Group LLC History New 137,637 7,572 0.94% 330 +137,637 New Q1 2026 Apr 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 122,380 7,497 0.11% 0.04% 331 +69,949 133.41% Q1 2026 May 13, 2026
Rockport Wealth LLC History Added to 122,077 7,478 1.36% 0.81% 332 +28,576 30.56% Q1 2026 May 05, 2026
Maridea Wealth Management LLC History Added to 121,167 7,422 1.08% 0.81% 333 +663 0.55% Q1 2026 Apr 21, 2026
Robertson Stephens Wealth Management, LLC History Added to 120,476 7,380 0.21% 0.07% 334 +59,757 98.42% Q1 2026 Apr 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 120,449 7,378 0.34% 0.29% 335 +2,163 1.83% Q1 2026 Apr 15, 2026
Harvest Fund Management Co., Ltd History New 119,228 7,300 0.31% 336 +119,228 New Q1 2026 May 13, 2026
Financial Freedom, LLC History Reduced 119,139 7,298 3.63% 2.88% 337 -10,864 -8.36% Q1 2026 Apr 30, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 117,948 7,225 0.03% 338 +117,948 New Q1 2026 May 12, 2026
Nan Shan Life Insurance Co., Ltd. History New 117,700 7,210 0.26% 339 +117,700 New Q1 2026 May 14, 2026
Tradewinds Capital Management, LLC History Added to 116,962 7,165 1.42% 0.12% 340 +104,309 824.38% Q1 2026 Apr 14, 2026
Geneos Wealth Management Inc. History Added to 116,671 7,147 0.17% 0.12% 341 +9,848 9.22% Q1 2026 May 04, 2026
Buska Wealth Management, LLC History Reduced 116,605 7,143 2.87% 2.25% 342 -19,557 -14.36% Q1 2026 Apr 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 116,548 7,139 0.34% 0.3% 343 -22,138 -15.96% Q1 2026 May 15, 2026
Western Wealth Management, LLC History Added to 116,172 7,116 0.26% 0.2% 344 +19,133 19.72% Q1 2026 May 19, 2026
Investors Research Corp History Reduced 115,980 7,104 1.36% 0.95% 345 -201 -0.17% Q1 2026 Apr 03, 2026
Crumly & Associates Inc. History Added to 115,450 7,072 1.49% 1.08% 346 +41 0.04% Q1 2026 Apr 02, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 114,414 7,009 5.08% 2.63% 347 +35,160 44.36% Q1 2026 Apr 09, 2026
PINNACLE ASSOCIATES LTD History Reduced 114,304 7,002 0.09% 0.07% 348 -2,816 -2.4% Q1 2026 Apr 21, 2026
AlphaCore Capital LLC History Reduced 114,039 6,986 0.17% 0.12% 349 -6,791 -5.62% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 155,645 6,958 0.03% 0.03% 350 0 0.0% Q4 2025 Feb 17, 2026
Algorithmic Investment Models, LLC History Added to 113,416 6,947 8.57% 6.02% 351 +4,161 3.81% Q1 2026 May 14, 2026
WealthCare Asset Management, LLC History Added to 112,790 6,909 7.35% 4.59% 352 +31,572 38.87% Q1 2026 Apr 30, 2026
Bleakley Financial Group, LLC History Added to 112,333 6,881 0.11% 0.08% 353 +3,333 3.06% Q1 2026 May 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 112,267 6,877 0.15% 0.16% 354 -51,642 -31.51% Q1 2026 May 14, 2026
3EDGE Asset Management, LP History Added to 110,837 6,860 0.33% 0.06% 355 +83,785 309.72% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 111,078 6,804 0.08% 0.05% 356 +12,081 12.2% Q1 2026 Apr 20, 2026
IMZ Advisory Inc History Reduced 110,873 6,792 2.57% 1.83% 357 -1,187 -1.06% Q1 2026 Apr 08, 2026
Banco Santander, S.A. History Added to 110,659 6,778 0.05% 0.03% 358 +7,646 7.42% Q1 2026 May 08, 2026
LM Advisors LLC History Added to 415 6,768 0.11% 0.12% 359 +112 36.96% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 42,965 6,731 0.01% 0.0% 360 +4,072 10.47% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 108,577 6,649 0.04% 0.03% 361 -705 -0.65% Q1 2026 May 15, 2026
McCollum Christoferson Group LLC History Added to 107,748 6,600 1.98% 0.17% 362 +94,868 736.55% Q1 2026 Apr 10, 2026
Shay Capital LLC History New 107,500 6,585 0.55% 363 +107,500 New Q1 2026 May 15, 2026
180 WEALTH ADVISORS, LLC History Added to 107,484 6,584 0.75% 0.51% 364 +7,278 7.26% Q1 2026 May 01, 2026
Kovack Advisors, Inc. History Added to 110,542 6,579 0.35% 0.19% 365 +18,406 19.98% Q1 2026 May 12, 2026
Horizon Investments, LLC History Reduced 107,216 6,568 0.07% 0.04% 366 -360,949 -77.1% Q1 2026 May 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 114,552 6,567 0.37% 0.21% 367 +34,827 43.68% Q1 2026 Apr 17, 2026
Thomasville National Bank History No change 145,883 6,522 0.4% 0.4% 368 0 0.0% Q4 2025 Jan 26, 2026
BANQUE PICTET & CIE SA History New 106,000 6,493 0.05% 369 +106,000 New Q1 2026 Apr 14, 2026
Trek Financial, LLC History Added to 105,904 6,487 0.34% 0.27% 370 +662 0.63% Q1 2026 May 13, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 105,654 6,472 1.46% 1.13% 371 -7,040 -6.25% Q1 2026 Apr 15, 2026
One Wealth Map LLC History Reduced 109,115 6,421 3.02% 2.99% 372 -8,334 -7.1% Q1 2026 May 04, 2026
TD Waterhouse Canada Inc. History Added to 108,332 6,389 0.02% 0.01% 373 +70,001 182.62% Q1 2026 May 12, 2026
VAN STRUM & TOWNE INC. History Reduced 103,913 6,365 1.86% 1.31% 374 -1,233 -1.17% Q1 2026 May 07, 2026
Gotham Asset Management, LLC History Added to 103,419 6,335 0.02% 0.0% 375 +90,878 724.65% Q1 2026 May 15, 2026
Rise Advisors, LLC History Added to 106,984 6,308 2.22% 1.63% 376 +4,464 4.35% Q1 2026 Apr 03, 2026
BOS Asset Management, LLC History Reduced 102,410 6,273 1.6% 1.25% 377 -2,111 -2.02% Q1 2026 Apr 08, 2026
Roundview Capital LLC History Reduced 102,254 6,264 0.39% 0.29% 378 -3,111 -2.95% Q1 2026 May 08, 2026
HERBST GROUP, LLC History Added to 102,106 6,255 3.86% 2.22% 379 +17,803 21.12% Q1 2026 Apr 09, 2026
MONEYWISE, INC. History New 101,851 6,239 2.72% 380 +101,851 New Q1 2026 Apr 27, 2026
Aptus Capital Advisors, LLC History Added to 101,140 6,195 0.05% 0.03% 381 +2,100 2.12% Q1 2026 May 11, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History New 100,000 6,126 0.3% 382 +100,000 New Q1 2026 Apr 28, 2026
SONA ASSET MANAGEMENT (US) LLC History New 100,000 6,126 0.13% 383 +100,000 New Q1 2026 May 15, 2026
Turn8 Private Wealth Inc. History Reduced 98,880 6,057 3.78% 3.96% 384 -24,720 -20.0% Q1 2026 Apr 27, 2026
WealthCare Investment Partners, LLC History Reduced 99,833 6,046 1.68% 1.34% 385 -896 -0.89% Q1 2026 Apr 08, 2026
Symmetry Investments LP History New 98,600 6,040 0.66% 386 +98,600 New Q1 2026 May 15, 2026
Gladstone Institutional Advisory LLC History Reduced 98,403 6,028 0.22% 0.24% 387 -45,543 -31.64% Q1 2026 May 14, 2026
CWA Asset Management Group, LLC History Added to 98,256 6,019 0.2% 0.16% 388 +1,216 1.25% Q1 2026 Apr 20, 2026
Evolution Wealth Advisors, LLC History Reduced 98,116 6,010 0.61% 0.58% 389 -30,243 -23.56% Q1 2026 May 08, 2026
HALL CAPITAL MANAGEMENT CO INC History Reduced 100,697 6,006 2.15% 1.94% 390 -11,555 -10.29% Q1 2026 May 11, 2026
MKP Capital Management, L.L.C. History New 98,000 6,003 0.2% 391 +98,000 New Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History New 97,947 6,000 0.25% 393 +97,947 New Q1 2026 May 14, 2026
Canton Hathaway, LLC History Added to 97,945 6,000 1.21% 0.83% 392 +1,843 1.92% Q1 2026 Apr 24, 2026
Jupiter Wealth Management LLC History Added to 103,808 5,982 2.36% 2.33% 394 +6,846 7.06% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 97,642 5,981 0.14% 0.08% 395 +59,348 154.98% Q1 2026 Apr 27, 2026
IEQ CAPITAL, LLC History Reduced 97,614 5,979 0.03% 0.02% 396 -31,702 -24.52% Q1 2026 May 14, 2026
LS Investment Advisors, LLC History Reduced 96,955 5,939 0.89% 1.07% 398 -73,153 -43.0% Q1 2026 Apr 20, 2026
STEPHENS INC /AR/ History Added to 96,950 5,939 0.07% 0.05% 397 +7,049 7.84% Q1 2026 Apr 28, 2026
Telos Capital Management, Inc. History Added to 96,711 5,924 0.57% 0.07% 399 +78,945 444.36% Q1 2026 Apr 16, 2026
Mountain Hill Investment Partners Corp. History Added to 96,623 5,919 3.5% 0.0% 400 +96,600 420000.0% Q1 2026 May 01, 2026
FOCUS Wealth Advisors, LLC History Reduced 96,020 5,882 2.87% 2.11% 401 -5,191 -5.13% Q1 2026 Apr 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 95,881 5,873 0.36% 0.26% 402 +2,442 2.61% Q1 2026 Apr 13, 2026
Pekin Hardy Strauss, Inc. History Reduced 95,213 5,832 0.61% 0.4% 403 -1,785 -1.84% Q1 2026 May 06, 2026
IronBridge Private Wealth, LLC History New 95,192 5,831 1.88% 404 +95,192 New Q1 2026 May 13, 2026
Focus Financial Network, Inc. History Reduced 94,793 5,807 0.21% 0.15% 405 -475 -0.5% Q1 2026 Apr 14, 2026
Regal Investment Advisors LLC History Added to 94,557 5,792 0.33% 0.23% 406 +8,980 10.49% Q1 2026 May 14, 2026
Virtu Financial LLC History Added to 94,354 5,780 0.24% 0.07% 407 +51,804 121.75% Q1 2026 May 14, 2026
Allworth Financial LP History Added to 93,775 5,744 0.02% 0.02% 408 +3,868 4.3% Q1 2026 May 14, 2026
Riggs Asset Managment Co. Inc. History New 93,626 5,735 1.18% 409 +93,626 New Q1 2026 May 11, 2026
Spire Wealth Management History Added to 92,123 5,643 0.19% 0.11% 410 +17,619 23.65% Q1 2026 Apr 22, 2026
Harbour Wealth Management Group, Inc. History Added to 91,854 5,626 4.24% 3.21% 411 +85 0.09% Q1 2026 Apr 17, 2026
Prime Capital Investment Advisors, LLC History Added to 90,537 5,546 0.06% 0.05% 412 +3,521 4.05% Q1 2026 May 08, 2026
Stratos Wealth Partners, LTD. History Added to 89,799 5,501 0.06% 0.04% 413 +13,183 17.21% Q1 2026 Apr 28, 2026
Stillwater Capital Advisors, LLC History Reduced 89,788 5,500 0.63% 0.45% 414 -2,850 -3.08% Q1 2026 Apr 10, 2026
REGIONS FINANCIAL CORP History Added to 89,344 5,473 0.04% 0.02% 415 +3,916 4.58% Q1 2026 May 05, 2026
Stockman Wealth Management, Inc. History Reduced 89,122 5,459 0.6% 0.5% 416 -7,084 -7.36% Q1 2026 Apr 13, 2026
MIZUHO MARKETS AMERICAS LLC History Reduced 176,422 5,404 0.15% 0.15% 417 -171,600 -49.31% Q1 2026 May 14, 2026
RFG Advisory, LLC History Added to 88,155 5,400 0.1% 0.04% 418 +44,470 101.8% Q1 2026 Apr 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 88,137 5,399 0.35% 0.25% 419 +3,942 4.68% Q1 2026 Apr 15, 2026
Wealthcare Advisory Partners LLC History Added to 88,039 5,393 0.1% 0.08% 420 +245 0.28% Q1 2026 Apr 14, 2026
Snowden Capital Advisors LLC History Added to 87,864 5,382 0.14% 0.09% 421 +7,351 9.13% Q1 2026 May 14, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 93,355 5,352 2.4% 2.0% 422 -2,102 -2.2% Q1 2026 Apr 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 87,043 5,332 0.06% 0.07% 423 -38,733 -30.8% Q1 2026 Apr 23, 2026
Perissos Private Wealth Management, LLC History New 86,739 5,313 4.61% 424 +86,739 New Q1 2026 May 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 85,366 5,229 0.17% 0.08% 425 -20,387 -19.28% Q1 2026 Apr 29, 2026
MRA Advisory Group History Reduced 85,179 5,218 2.13% 1.75% 426 -8,115 -8.7% Q1 2026 Apr 22, 2026
Jackson Wealth Management, LLC History New 85,075 5,212 0.54% 427 +85,075 New Q1 2026 May 11, 2026
Vident Advisory, LLC History Added to 84,893 5,200 0.04% 0.01% 428 +49,209 137.9% Q1 2026 May 14, 2026
World Investment Advisors History Reduced 84,563 5,180 0.08% 0.08% 429 -32,345 -27.67% Q1 2026 Apr 27, 2026
ALTFEST L J & CO INC History Reduced 84,461 5,174 0.55% 0.54% 430 -25,440 -23.15% Q1 2026 Apr 28, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 84,423 5,171 0.4% 431 +84,423 New Q1 2026 May 15, 2026
MMBG INVESTMENT ADVISORS CO. History No change 84,220 5,159 0.47% 0.32% 432 0 0.0% Q1 2026 Apr 30, 2026
ASSOCIATED BANC-CORP History Reduced 83,544 5,117 0.14% 0.1% 433 -4,789 -5.42% Q1 2026 May 01, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 83,448 5,112 0.28% 0.19% 434 +9,063 12.18% Q1 2026 Apr 30, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 83,085 5,089 0.27% 0.21% 435 -10,427 -11.15% Q1 2026 Apr 29, 2026
Financial Guidance Group, Inc. History Reduced 82,720 5,067 2.04% 1.54% 436 -1,621 -1.92% Q1 2026 Apr 23, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 82,666 5,064 0.25% 0.18% 437 -880 -1.05% Q1 2026 May 07, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 82,629 5,061 0.81% 0.58% 438 -31 -0.04% Q1 2026 May 15, 2026
WEDBUSH SECURITIES INC History Reduced 82,535 5,056 0.15% 0.11% 439 -2,230 -2.63% Q1 2026 Apr 21, 2026
Lee Financial Co History Reduced 82,335 5,043 0.71% 0.66% 440 -26,285 -24.2% Q1 2026 Apr 13, 2026
Dynamic Advisor Solutions LLC History Added to 82,183 5,034 0.16% 0.11% 441 +3,979 5.09% Q1 2026 Apr 08, 2026
Meridian Wealth Management, LLC History Added to 82,216 5,022 0.18% 0.13% 442 +1,193 1.47% Q1 2026 May 06, 2026
CWC Advisors, LLC. History Reduced 81,766 5,008 2.38% 1.81% 443 -2,219 -2.64% Q1 2026 Apr 16, 2026
Encompass More Asset Management History Added to 81,702 5,005 0.84% 0.13% 444 +65,679 409.9% Q1 2026 Apr 28, 2026
Grand Central Investment Group History Added to 81,656 5,002 3.7% 2.59% 445 +1,705 2.13% Q1 2026 Apr 23, 2026
Crestwood Advisors Group, LLC History Reduced 81,349 4,984 0.08% 0.06% 446 -4,901 -5.68% Q1 2026 May 05, 2026
M3 Advisory Group, LLC History Reduced 81,146 4,971 3.06% 2.22% 447 -346 -0.42% Q1 2026 Apr 22, 2026
Winthrop Capital Management, LLC History Reduced 81,024 4,964 1.27% 0.87% 448 -2,467 -2.95% Q1 2026 Apr 28, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 80,871 4,954 0.37% 0.03% 449 +70,307 665.53% Q1 2026 Apr 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 80,641 4,940 0.21% 0.15% 450 -409 -0.5% Q1 2026 May 06, 2026
Capital Investment Advisory Services, LLC History Added to 80,536 4,933 0.36% 0.07% 451 +59,216 277.75% Q1 2026 May 05, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 80,265 4,917 3.21% 2.41% 452 -3,163 -3.79% Q1 2026 Apr 21, 2026
VestGen Advisors, LLC History Added to 85,273 4,909 0.13% 0.12% 453 +23,783 38.68% Q1 2026 May 14, 2026
Ancora Advisors LLC History Added to 80,050 4,903 0.1% 0.06% 454 +17,314 27.6% Q1 2026 May 15, 2026
Private Wealth Advisors, LLC History Reduced 80,013 4,901 1.38% 1.67% 455 -36,926 -31.58% Q1 2026 May 13, 2026
MYDA Advisors LLC History New 80,000 4,900 0.81% 457 +80,000 New Q1 2026 May 14, 2026
High Note Wealth, LLC History Reduced 80,003 4,900 0.96% 0.71% 456 -1,315 -1.62% Q1 2026 May 11, 2026
MONECO ADVISORS, LLC History Added to 79,657 4,879 0.38% 0.24% 458 +12,085 17.88% Q1 2026 May 07, 2026
Compass Wealth Management, LLC/GA History Added to 79,599 4,876 2.08% 1.37% 459 +5,304 7.14% Q1 2026 May 15, 2026
Castellan Group History Reduced 79,591 4,875 0.67% 0.81% 460 -64,855 -44.9% Q1 2026 Apr 23, 2026
ALERUS FINANCIAL NA History Reduced 79,535 4,872 0.24% 0.22% 461 -21,532 -21.3% Q1 2026 May 12, 2026
Innova Wealth Partners History Reduced 79,484 4,869 2.3% 2.01% 462 -9,648 -10.82% Q1 2026 Apr 24, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Reduced 79,220 4,852 3.13% 2.48% 463 -2,041 -2.51% Q1 2026 Apr 21, 2026
Joseph P. Lucia & Associates, LLC History Added to 78,683 4,820 1.72% 1.13% 464 +8,397 11.95% Q1 2026 May 14, 2026
Financial Sense Advisors, Inc. History Added to 78,000 4,778 0.97% 0.63% 465 +781 1.01% Q1 2026 May 14, 2026
Visionary Wealth Advisors History Added to 77,978 4,776 0.21% 0.09% 466 +31,815 68.92% Q1 2026 May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 77,894 4,771 0.21% 0.19% 467 -13,907 -15.15% Q1 2026 Apr 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 77,872 4,770 0.04% 0.03% 468 -5,055 -6.1% Q1 2026 May 01, 2026
Massachusetts Wealth Management History Added to 76,678 4,697 2.04% 1.47% 469 +6,125 8.68% Q1 2026 Apr 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 76,546 4,689 0.02% 0.01% 470 +35,473 86.37% Q1 2026 May 13, 2026
NorthRock Partners, LLC History Added to 76,026 4,657 0.08% 0.05% 471 +9,250 13.85% Q1 2026 May 15, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 75,799 4,643 1.16% 0.81% 472 -28 -0.04% Q1 2026 Apr 28, 2026
SWS Partners History Reduced 75,456 4,622 1.14% 0.85% 473 -3,257 -4.14% Q1 2026 Apr 21, 2026
Ascentis Independent Advisors History Added to 75,323 4,614 0.35% 0.24% 474 +41,890 125.3% Q1 2026 Apr 28, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 75,292 4,612 1.0% 475 +75,292 New Q1 2026 May 13, 2026
Signal Advisors Wealth, LLC History Added to 75,189 4,606 0.32% 0.11% 476 +43,464 137.0% Q1 2026 Apr 17, 2026
Bulltick Wealth Management, LLC History New 74,971 4,592 1.01% 477 +74,971 New Q1 2026 Apr 27, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 74,732 4,578 1.09% 0.78% 478 -945 -1.25% Q1 2026 Apr 10, 2026
Allred Capital Management, LLC History Reduced 74,241 4,548 1.66% 1.3% 480 -5,914 -7.38% Q1 2026 May 13, 2026
Asset Management Group, Inc. History Added to 74,241 4,548 0.74% 0.53% 479 +334 0.45% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Reduced 74,064 4,537 0.07% 0.06% 481 -2,547 -3.32% Q1 2026 Apr 22, 2026
Matrix Trust Co History Reduced 73,881 4,526 0.75% 0.68% 482 -18,357 -19.9% Q1 2026 Apr 09, 2026
FIRST TRUST ADVISORS LP History Added to 73,688 4,514 0.0% 0.0% 483 +10,444 16.51% Q1 2026 May 13, 2026
United Bank History Added to 73,662 4,512 1.5% 1.05% 484 +4,665 6.76% Q1 2026 May 01, 2026
ARP Global Capital Ltd History New 73,475 4,501 2.64% 485 +73,475 New Q1 2026 May 14, 2026
Galaxy Group Investments LLC History No change 100,000 4,471 0.53% 0.53% 486 0 0.0% Q4 2025 Mar 23, 2026
Milestones Private Investment Advisors LLC History Added to 72,276 4,427 3.9% 2.17% 487 +1,752 2.48% Q1 2026 May 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 72,204 4,423 0.08% 0.05% 488 +16,660 29.99% Q1 2026 May 11, 2026
West Financial Advisors, LLC History New 71,576 4,384 0.74% 489 +71,576 New Q1 2026 Apr 08, 2026
1607 Capital Partners, LLC History New 71,520 4,381 0.32% 490 +71,520 New Q1 2026 May 15, 2026
Independence Wealth Advisors, LLC History Added to 70,349 4,309 2.3% 0.65% 491 +44,570 172.89% Q1 2026 Apr 20, 2026
Belpointe Asset Management LLC History Added to 70,298 4,306 0.16% 0.05% 492 +38,569 121.56% Q1 2026 Apr 28, 2026
Salomon & Ludwin, LLC History Reduced 72,276 4,271 0.38% 0.3% 493 -1,019 -1.39% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 94,011 4,203 0.0% 0.0% 494 +85,132 958.8% Q1 2026 May 15, 2026
SURIENCE PRIVATE WEALTH LLC History New 68,540 4,198 4.51% 495 +68,540 New Q1 2026 Apr 20, 2026
CHOREO, LLC History Reduced 68,373 4,188 0.05% 0.04% 496 -1,647 -2.35% Q1 2026 May 12, 2026
WESPAC Advisors, LLC History Added to 68,221 4,179 2.29% 0.11% 497 +63,711 1412.66% Q1 2026 Apr 28, 2026
Main Street Group, LTD History New 68,120 4,173 1.23% 498 +68,120 New Q1 2026 May 06, 2026
Keystone Global Partners, LLC History Added to 67,866 4,157 1.85% 1.09% 499 +12,461 22.49% Q1 2026 Apr 24, 2026
Zullo Investment Group, Inc. History Added to 67,864 4,157 1.58% 1.0% 500 +6,877 11.28% Q1 2026 Apr 15, 2026
HMS Capital Management, LLC History Reduced 67,487 4,134 1.6% 1.48% 501 -12,802 -15.94% Q1 2026 Apr 22, 2026
McKinley Carter Wealth Services, Inc. History Reduced 67,068 4,108 0.24% 0.45% 502 -113,295 -62.81% Q1 2026 Apr 20, 2026
Hansen & Associates Financial Group, Inc. History Added to 69,169 4,098 2.21% 0.76% 503 +43,112 165.45% Q1 2026 May 11, 2026
NORTHLAND SECURITIES, INC. History Reduced 66,740 4,088 3.89% 2.97% 504 -2,521 -3.64% Q1 2026 May 04, 2026
Intellectus Partners, LLC History Added to 66,650 4,082 0.83% 0.56% 505 +1,502 2.31% Q1 2026 Apr 10, 2026
LOM Asset Management Ltd History Reduced 66,528 4,075 1.17% 0.87% 506 -1,020 -1.51% Q1 2026 May 05, 2026
Vestmark Advisory Solutions, Inc. History Added to 66,204 4,055 0.04% 0.03% 507 +21,410 47.8% Q1 2026 May 15, 2026
Strategic Financial Partners, Ltd. History New 65,939 4,039 1.74% 508 +65,939 New Q1 2026 May 01, 2026
FIRST MERCHANTS CORP History Reduced 65,781 4,029 0.15% 0.12% 509 -7,839 -10.65% Q1 2026 Apr 16, 2026
Petix & Botte Co History Reduced 65,663 4,022 0.9% 0.69% 510 -2,562 -3.76% Q1 2026 Apr 30, 2026
Sowell Financial Services LLC History Reduced 65,569 4,016 0.15% 0.13% 511 -13,709 -17.29% Q1 2026 Apr 20, 2026
J. Goldman & Co LP History Reduced 65,525 4,014 0.12% 0.15% 512 -64,687 -49.68% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Added to 65,391 4,005 0.08% 0.04% 513 +14,988 29.74% Q1 2026 May 01, 2026
Resonant Capital Advisors, LLC History Reduced 65,244 3,996 0.21% 1.01% 514 -347,340 -84.19% Q1 2026 Apr 29, 2026
Fifth Third Wealth Advisors LLC History Reduced 65,050 3,984 0.13% 0.13% 515 -18,893 -22.51% Q1 2026 Apr 17, 2026
SMI Advisory Services, LLC History New 66,712 3,981 0.66% 516 +66,712 New Q1 2026 Apr 07, 2026
Bienville Capital Management, LLC History Added to 64,939 3,978 0.72% 0.44% 517 +3,230 5.23% Q1 2026 May 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 64,921 3,977 0.38% 0.28% 518 -104 -0.16% Q1 2026 Apr 22, 2026
Cauble & Harre Wealth Management, Inc. History Reduced 69,012 3,973 3.16% 2.95% 519 -9,693 -12.32% Q1 2026 May 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 64,394 3,944 0.3% 0.24% 520 -2,133 -3.21% Q1 2026 Apr 30, 2026
Skylands Capital, LLC History Reduced 64,050 3,923 0.51% 0.58% 521 -31,350 -32.86% Q1 2026 Apr 22, 2026
ROCKLAND TRUST CO History Reduced 63,934 3,916 0.16% 0.12% 522 -2,006 -3.04% Q1 2026 Apr 16, 2026
TRUST CO OF OKLAHOMA History Added to 63,736 3,904 1.14% 0.77% 523 +4,372 7.36% Q1 2026 Apr 20, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 63,601 3,896 1.24% 0.99% 524 -6,839 -9.71% Q1 2026 Apr 17, 2026
Larson Financial Group LLC History Added to 63,569 3,894 0.12% 0.03% 525 +44,013 225.06% Q1 2026 May 15, 2026
Coral Wealth Management, LLC History New 63,278 3,876 4.33% 527 +63,278 New Q1 2026 May 15, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History Reduced 63,277 3,876 2.49% 2.37% 526 -20,874 -24.81% Q1 2026 Apr 29, 2026
Integrated Advisors Network LLC History Reduced 63,184 3,870 0.2% 0.26% 528 -66,554 -51.3% Q1 2026 Apr 28, 2026
Solstein Capital, LLC History Added to 63,086 3,864 1.59% 0.38% 529 +42,118 200.87% Q1 2026 May 14, 2026
Cornerstone Wealth Group, LLC History New 68,887 3,848 0.25% 530 +68,887 New Q1 2026 Apr 22, 2026
Certified Advisory Corp History Reduced 62,112 3,805 0.34% 0.25% 531 -361 -0.58% Q1 2026 Apr 17, 2026
Greenline Partners, LLC History Reduced 61,898 3,791 0.41% 0.32% 532 -894 -1.42% Q1 2026 May 15, 2026
Ameraudi Asset Management, Inc. History Added to 61,546 3,770 2.05% 1.43% 533 +3,126 5.35% Q1 2026 May 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 60,539 3,708 0.26% 0.28% 534 -25,848 -29.92% Q1 2026 May 12, 2026
Clear Creek Financial Management, LLC History Added to 60,528 3,707 0.28% 0.03% 535 +51,649 581.7% Q1 2026 Apr 22, 2026
Summit Wealth Partners, LLC History Added to 59,905 3,669 0.58% 0.06% 536 +52,902 755.42% Q1 2026 Apr 17, 2026
Savant Capital, LLC History Reduced 59,862 3,667 0.02% 0.02% 537 -12,648 -17.44% Q1 2026 May 04, 2026
Herold Advisors, Inc. History Reduced 59,555 3,648 0.8% 0.62% 538 -2,442 -3.94% Q1 2026 May 14, 2026
Knollwood Investment Advisory, LLC History No change 59,440 3,641 0.37% 0.25% 539 0 0.0% Q1 2026 May 14, 2026
Joel Isaacson & Co., LLC History Added to 59,386 3,637 0.12% 0.09% 540 +478 0.81% Q1 2026 Apr 22, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 63,444 3,630 0.03% 0.05% 541 -104,667 -62.26% Q1 2026 May 14, 2026
Aspen Investment Management Inc History Reduced 59,233 3,629 1.11% 0.83% 542 -2,568 -4.16% Q1 2026 Apr 15, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 59,170 3,625 0.79% 0.68% 543 -13,796 -18.91% Q1 2026 Apr 14, 2026
Waldron Private Wealth LLC History Reduced 58,908 3,608 0.14% 0.1% 544 -50 -0.08% Q1 2026 Apr 10, 2026
Westside Investment Management, Inc. History Added to 59,060 3,602 0.55% 0.4% 545 +2,936 5.23% Q1 2026 May 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 58,671 3,594 1.14% 0.83% 546 +2,850 5.11% Q1 2026 Apr 21, 2026
NEW WAVE WEALTH ADVISORS LLC History New 58,566 3,587 1.24% 547 +58,566 New Q1 2026 May 04, 2026
Balboa Wealth Partners History Added to 58,501 3,583 0.6% 0.41% 548 +2,690 4.82% Q1 2026 Apr 16, 2026
BigSur Wealth Management LLC History Reduced 58,040 3,555 1.0% 0.76% 549 -12,000 -17.13% Q1 2026 Apr 22, 2026
CMG Global Holdings, LLC History Reduced 57,918 3,548 1.69% 1.36% 550 -56 -0.1% Q1 2026 May 01, 2026
Q3 Asset Management History New 57,784 3,539 0.86% 551 +57,784 New Q1 2026 Apr 28, 2026
DV Trading LLC History New 57,664 3,532 0.08% 552 +57,664 New Q1 2026 May 15, 2026
Capital Advisors, Ltd. LLC History Added to 57,281 3,509 0.4% 0.29% 553 +16 0.03% Q1 2026 Apr 16, 2026
SUTTON PLACE INVESTORS LLC History Added to 57,255 3,507 1.92% 1.4% 555 +331 0.58% Q1 2026 Apr 22, 2026
WASHINGTON TRUST Co History Added to 57,262 3,507 0.12% 0.08% 554 +249 0.44% Q1 2026 Apr 06, 2026
CENTRAL TRUST Co History Reduced 57,111 3,498 0.07% 0.05% 556 -1,045 -1.8% Q1 2026 Apr 17, 2026
Transamerica Financial Advisors, LLC History Reduced 57,098 3,497 0.3% 0.23% 557 -3,343 -5.53% Q1 2026 May 15, 2026
Silphium Asset Management Ltd History Added to 56,920 3,486 1.32% 0.93% 558 +7,950 16.23% Q1 2026 May 05, 2026
Vertex Investment Solutions Co., Ltd. History Added to 56,400 3,482 4.02% 0.48% 559 +45,500 417.43% Q1 2026 Apr 30, 2026
Capstone Wealth Management Group LLC History Reduced 56,726 3,475 2.14% 1.54% 560 -99 -0.17% Q1 2026 Apr 16, 2026
Plan Group Financial, LLC History New 56,670 3,471 0.81% 561 +56,670 New Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History Added to 56,550 3,464 0.02% 0.01% 562 +13,603 31.67% Q1 2026 May 15, 2026
BEACON FINANCIAL GROUP History Reduced 56,415 3,455 0.34% 0.27% 563 -3,237 -5.43% Q1 2026 Apr 30, 2026
Atlantic Private Wealth, LLC History Reduced 56,384 3,454 2.26% 1.71% 564 -3,354 -5.61% Q1 2026 May 08, 2026
Estate Counselors, LLC History Added to 56,260 3,446 0.31% 0.15% 565 +14,840 35.83% Q1 2026 May 15, 2026
Simmons Bank History Reduced 55,833 3,420 0.23% 0.19% 566 -8,013 -12.55% Q1 2026 Apr 23, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 55,795 3,418 0.02% 0.01% 567 -3,930 -6.58% Q1 2026 Apr 29, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 55,780 3,417 1.94% 1.58% 568 -400 -0.71% Q1 2026 May 13, 2026
McGuire Investment Group, LLC History Reduced 55,355 3,391 0.38% 0.52% 569 -53,570 -49.18% Q1 2026 Apr 28, 2026
Aft, Forsyth & Sober, LLC History Reduced 55,150 3,378 1.03% 0.75% 570 -400 -0.72% Q1 2026 May 14, 2026
Ignite Planners, LLC History Added to 55,026 3,370 0.52% 0.35% 571 +10,635 23.96% Q1 2026 Apr 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 54,974 3,367 0.81% 0.24% 573 +34,921 174.14% Q1 2026 May 07, 2026
Castle Rock Wealth Management, LLC History Added to 56,843 3,367 0.73% 0.6% 572 +2,773 5.13% Q1 2026 Apr 08, 2026
IFP Advisors, Inc History Added to 54,929 3,364 0.07% 0.05% 574 +5,373 10.84% Q1 2026 Apr 13, 2026
Community Bank, N.A. History Reduced 54,903 3,363 0.4% 0.29% 575 -899 -1.61% Q1 2026 May 12, 2026
Penserra Capital Management LLC History New 54,597 3,344 0.04% 576 +54,597 New Q1 2026 May 11, 2026
Institute for Wealth Management, LLC. History Reduced 54,464 3,336 0.36% 0.26% 577 -447 -0.81% Q1 2026 May 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 54,244 3,322 0.3% 0.22% 578 0 0.0% Q1 2026 May 01, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 54,116 3,315 0.9% 0.77% 579 -7,471 -12.13% Q1 2026 Apr 29, 2026
SIH Partners, LLLP History Added to 53,881 3,300 0.04% 0.02% 580 +24,881 85.8% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 73,694 3,294 0.06% 0.06% 581 0 0.0% Q4 2025 Feb 06, 2026
Variant Private Wealth, LLC History Added to 53,265 3,262 3.95% 2.46% 582 +325 0.61% Q1 2026 May 15, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 53,101 3,258 0.04% 0.05% 583 -41,533 -43.89% Q1 2026 Apr 29, 2026
Kingstone Capital Partners Texas, LLC History Reduced 53,108 3,253 2.0% 1.4% 584 -715 -1.33% Q1 2026 May 05, 2026
Orange Investment Advisors, Inc. History Reduced 53,000 3,246 0.42% 0.29% 585 -4,881 -8.43% Q1 2026 Apr 22, 2026
Spahn Wealth & Retirement LLC History New 52,817 3,235 4.12% 587 +52,817 New Q1 2026 May 14, 2026
Beaumont Asset Management, L.L.C. History Added to 52,818 3,235 1.46% 1.16% 586 +772 1.48% Q1 2026 Apr 21, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 52,640 3,224 1.74% 1.06% 588 +9,079 20.84% Q1 2026 May 12, 2026
Rothschild Capital Partners, LLC History Reduced 52,470 3,214 0.79% 0.82% 589 -25,469 -32.68% Q1 2026 May 15, 2026
Hardin Capital Partners, LLC History Reduced 52,204 3,198 1.48% 1.11% 590 -195 -0.37% Q1 2026 Apr 08, 2026
Premier Path Wealth Partners, LLC History Reduced 52,100 3,191 0.42% 0.42% 591 -20,360 -28.1% Q1 2026 Apr 23, 2026
First Trust Bank, Ltd. History New 52,000 3,185 6.26% 592 +52,000 New Q1 2026 May 13, 2026
UPTICK PARTNERS, LLC History Reduced 51,636 3,163 0.63% 0.59% 593 -10,383 -16.74% Q1 2026 May 01, 2026
Midwest Trust Co History Added to 51,460 3,152 0.04% 0.03% 594 +1,432 2.86% Q1 2026 May 01, 2026
HANCOCK WHITNEY CORP History Reduced 51,380 3,143 0.05% 0.04% 595 -73 -0.14% Q1 2026 May 15, 2026
PFG Investments, LLC History Reduced 51,293 3,142 0.15% 0.11% 596 -802 -1.54% Q1 2026 Apr 27, 2026
EVOKE WEALTH, LLC History Added to 51,197 3,136 0.06% 0.02% 597 +24,055 88.63% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 51,168 3,134 0.09% 0.03% 598 +22,104 76.05% Q1 2026 Apr 27, 2026
Strategic Financial Group, LLC History New 50,795 3,111 3.2% 599 +50,795 New Q1 2026 Apr 29, 2026
Wealthspire Advisors, LLC History Added to 50,599 3,099 0.02% 0.02% 600 +2,674 5.58% Q1 2026 May 01, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 35,265 3,096 0.28% 0.28% 601 0 0.0% Q4 2025 Feb 13, 2026
Essex LLC History Added to 50,048 3,065 0.54% 0.39% 602 +496 1.0% Q1 2026 Apr 24, 2026
Eversept Partners, LP History New 50,000 3,063 0.16% 605 +50,000 New Q1 2026 May 15, 2026
Koshinski Asset Management, Inc. History Reduced 50,012 3,063 0.19% 0.15% 604 -1,557 -3.02% Q1 2026 Apr 27, 2026
PRUDENTIAL FINANCIAL INC History No change 50,000 3,063 0.0% 0.0% 603 0 0.0% Q1 2026 May 13, 2026
Genesee Capital Advisors, LLC History Reduced 49,940 3,059 1.28% 0.9% 606 -136 -0.27% Q1 2026 Apr 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 49,774 3,049 0.11% 0.08% 607 +7 0.01% Q1 2026 May 07, 2026
Edgestream Partners, L.P. History Added to 49,684 3,043 0.1% 0.02% 608 +31,851 178.61% Q1 2026 May 18, 2026
Ameritas Advisory Services, LLC History Added to 49,443 3,028 0.12% 0.06% 610 +12,250 32.94% Q1 2026 May 12, 2026
Bank of New Hampshire History Reduced 49,439 3,028 0.69% 0.51% 609 -983 -1.95% Q1 2026 Apr 13, 2026
RPg Family Wealth Advisory, LLC History Reduced 49,370 3,024 0.63% 0.62% 611 -13,371 -21.31% Q1 2026 May 14, 2026
Independence Bank of Kentucky History Reduced 49,229 3,015 0.38% 0.28% 612 -645 -1.29% Q1 2026 Apr 30, 2026
Keystone Financial Group History Reduced 48,850 2,990 0.2% 0.16% 613 -467 -0.95% Q1 2026 May 13, 2026
Risk Paradigm Group, LLC History Reduced 48,696 2,983 2.54% 2.68% 614 -13,567 -21.79% Q1 2026 May 14, 2026
Stratos Wealth Advisors, LLC History Reduced 48,553 2,974 0.18% 0.45% 615 -157,825 -76.47% Q1 2026 Apr 28, 2026
Merkkuri Wealth Advisors LLC History Added to 48,388 2,964 1.96% 1.47% 616 +17 0.04% Q1 2026 Apr 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 50,082 2,956 0.21% 0.07% 617 +27,348 120.3% Q1 2026 May 01, 2026
Balentine LLC History Added to 48,201 2,952 0.12% 0.05% 618 +16,323 51.2% Q1 2026 Apr 24, 2026
LifePlan Financial, LLC History Reduced 47,870 2,932 2.17% 1.69% 619 -1,539 -3.11% Q1 2026 Apr 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 47,776 2,926 0.03% 0.01% 620 +23,847 99.66% Q1 2026 May 05, 2026
First International Bank of Israel Ltd. History Reduced 47,751 2,925 0.86% 1.47% 621 -20,863 -30.41% Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History Added to 47,548 2,912 0.05% 0.04% 622 +6,702 16.41% Q1 2026 Apr 21, 2026
NWAM LLC History Added to 47,440 2,906 0.17% 0.13% 623 +760 1.63% Q1 2026 May 04, 2026
M&T BANK CORP History Reduced 47,415 2,904 0.01% 0.01% 624 -7,233 -13.24% Q1 2026 May 12, 2026
Pettinga Financial Advisors LLC History Reduced 47,404 2,903 0.55% 0.47% 625 -7,768 -14.08% Q1 2026 Apr 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 47,386 2,902 0.42% 0.34% 626 -4,148 -8.05% Q1 2026 May 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 47,273 2,895 0.15% 0.12% 627 -1,900 -3.86% Q1 2026 Apr 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 47,210 2,892 0.16% 0.04% 628 +31,085 192.78% Q1 2026 Apr 09, 2026
FINANCIAL DISCOVERY GROUP INC History New 47,093 2,884 6.74% 629 +47,093 New Q1 2026 May 07, 2026
Pines Wealth Management, LLC History Reduced 46,898 2,872 0.93% 0.69% 630 -1,160 -2.41% Q1 2026 Apr 08, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 46,656 2,858 1.2% 631 +46,656 New Q1 2026 Apr 29, 2026
Activest Wealth Management History Added to 46,617 2,855 0.5% 0.32% 632 +8,029 20.81% Q1 2026 Apr 15, 2026
TCV Trust & Wealth Management, Inc. History Reduced 46,512 2,849 0.24% 0.17% 633 -88 -0.19% Q1 2026 Apr 21, 2026
Advisor OS, LLC History New 46,478 2,847 0.21% 635 +46,478 New Q1 2026 May 07, 2026
IBEX WEALTH ADVISORS History Added to 46,483 2,847 0.27% 0.2% 634 +234 0.51% Q1 2026 Apr 30, 2026
Pine Valley Investments Ltd Liability Co History No change 63,498 2,838 0.13% 0.13% 636 0 0.0% Q4 2025 Feb 13, 2026
Global Strategic Investment Solutions, LLC History Added to 46,291 2,835 0.28% 0.2% 637 +58 0.13% Q1 2026 Apr 29, 2026
BURNS J W & CO INC/NY History Added to 46,185 2,829 0.32% 0.22% 638 +1,670 3.75% Q1 2026 Apr 17, 2026
Philadelphia Investment Partners, LLC History New 46,142 2,826 1.92% 639 +46,142 New Q1 2026 May 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 46,008 2,818 0.2% 0.15% 640 -114 -0.25% Q1 2026 May 06, 2026
HBW ADVISORY SERVICES LLC History Added to 45,965 2,815 0.3% 0.13% 641 +19,449 73.35% Q1 2026 May 04, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 45,452 2,784 0.51% 0.37% 642 +480 1.07% Q1 2026 May 01, 2026
Avior Wealth Management, LLC History Added to 45,420 2,776 0.08% 0.04% 643 +13,425 41.96% Q1 2026 Apr 09, 2026
Frisch Financial Group, Inc. History Reduced 45,169 2,767 0.58% 0.48% 644 -3,112 -6.45% Q1 2026 May 05, 2026
Independent Wealth Network Inc. History Added to 45,163 2,766 0.82% 0.37% 645 +17,834 65.26% Q1 2026 Apr 20, 2026
Cornerstone Wealth Management, LLC History Added to 45,024 2,758 0.14% 0.1% 646 +654 1.47% Q1 2026 Apr 23, 2026
Procyon Advisors, LLC History Added to 44,907 2,750 0.13% 0.09% 647 +5,563 14.14% Q1 2026 May 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 44,781 2,743 0.09% 0.06% 648 +3,415 8.26% Q1 2026 May 14, 2026
Marex Group plc History Added to 44,686 2,737 0.02% 0.01% 649 +24,431 120.62% Q1 2026 May 13, 2026
Venturi Wealth Management, LLC History Reduced 44,607 2,732 0.12% 0.1% 650 -3,558 -7.39% Q1 2026 Apr 21, 2026
Fairfield Financial Advisors, LTD History Reduced 44,413 2,720 0.94% 0.65% 651 -290 -0.65% Q1 2026 Apr 27, 2026
FORONJY FINANCIAL LLC History Added to 44,390 2,719 1.13% 0.79% 652 +1,861 4.38% Q1 2026 Apr 23, 2026
Atlantic Union Bankshares Corp History Added to 44,355 2,717 0.05% 0.03% 653 +3,275 7.97% Q1 2026 May 12, 2026
Purus Wealth Management, LLC History Reduced 44,267 2,711 0.86% 0.66% 654 -3,136 -6.62% Q1 2026 Apr 15, 2026
Legend Financial Advisors, Inc. History Added to 44,116 2,702 1.74% 1.19% 655 +142 0.32% Q1 2026 Apr 24, 2026
JENNISON ASSOCIATES LLC History Added to 43,995 2,695 0.0% 0.0% 656 +2,245 5.38% Q1 2026 May 06, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 43,932 2,691 0.2% 0.15% 657 -919 -2.05% Q1 2026 May 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 43,767 2,681 0.21% 0.27% 658 -33,717 -43.51% Q1 2026 May 13, 2026
Graetz Wealth LLC History New 43,671 2,675 2.39% 659 +43,671 New Q1 2026 Apr 30, 2026
Birch Hill Investment Advisors LLC History Reduced 43,620 2,672 0.12% 0.08% 660 -600 -1.36% Q1 2026 Apr 29, 2026
Willis Johnson & Associates, Inc. History Added to 43,158 2,643 0.15% 0.1% 661 +7,478 20.96% Q1 2026 Apr 23, 2026
AMG National Trust Bank History Added to 43,113 2,641 0.06% 0.03% 662 +14,051 48.35% Q1 2026 May 04, 2026
Boltwood Capital Management History Reduced 43,017 2,635 0.67% 0.5% 663 -80 -0.19% Q1 2026 Apr 07, 2026
Orion Porfolio Solutions, LLC History Reduced 42,991 2,633 0.02% 0.04% 664 -88,756 -67.37% Q1 2026 May 13, 2026
DAVENPORT & Co LLC History Added to 42,767 2,619 0.01% 0.01% 665 +1,476 3.57% Q1 2026 Apr 15, 2026
ES4, LLC History Added to 42,593 2,609 1.68% 0.79% 666 +17,068 66.87% Q1 2026 Apr 29, 2026
Per Stirling Capital Management, LLC. History Added to 42,427 2,599 0.29% 0.05% 667 +32,514 327.99% Q1 2026 May 11, 2026
Targeted Financial Services LLC History Added to 42,286 2,590 2.12% 1.26% 668 +9,677 29.68% Q1 2026 Apr 15, 2026
Avondale Wealth Management History Added to 42,196 2,584 1.27% 0.92% 669 +2,260 5.66% Q1 2026 Apr 14, 2026
Granite Harbor Advisors, Inc. History Reduced 42,180 2,583 1.13% 0.83% 670 -1,734 -3.95% Q1 2026 Apr 23, 2026
Wealth Advisory Solutions, LLC History Reduced 42,103 2,579 0.57% 0.44% 671 -172 -0.41% Q1 2026 Apr 22, 2026
CIBC Bancorp USA Inc. History New 42,062 2,576 0.0% 672 +42,062 New Q1 2026 May 12, 2026
PATTEN & PATTEN INC/TN History Added to 42,045 2,575 0.16% 0.11% 673 +842 2.04% Q1 2026 May 01, 2026
Cooksen Wealth, LLC History Reduced 41,941 2,569 1.87% 1.45% 674 -2,365 -5.34% Q1 2026 Apr 30, 2026
PLANWISER FINANCIAL, LLC History New 46,007 2,565 1.86% 675 +46,007 New Q1 2026 May 12, 2026
Arta Finance Wealth Management LLC History Reduced 41,825 2,562 1.27% 1.13% 676 -7,538 -15.27% Q1 2026 Apr 20, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 41,735 2,556 0.1% 0.07% 677 -2,813 -6.31% Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 41,515 2,543 0.14% 0.1% 678 +359 0.87% Q1 2026 Apr 20, 2026
Intrinsic Value Partners, LLC History No change 41,482 2,541 1.96% 1.39% 679 0 0.0% Q1 2026 Apr 28, 2026
SouthState Bank Corp History Reduced 41,477 2,540 0.12% 0.08% 680 -187 -0.45% Q1 2026 May 05, 2026
HB Wealth Management, LLC History Added to 41,459 2,539 0.02% 0.01% 681 +3,766 9.99% Q1 2026 Apr 27, 2026
SCS Capital Management LLC History Reduced 41,338 2,532 0.03% 0.02% 682 -699 -1.66% Q1 2026 May 11, 2026
Clarus Wealth Advisors History Added to 42,041 2,529 1.08% 0.79% 683 +1,531 3.78% Q1 2026 Apr 08, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History New 41,279 2,528 0.91% 684 +41,279 New Q1 2026 Apr 16, 2026
CROBAN History Added to 41,260 2,527 1.19% 0.88% 685 +316 0.77% Q1 2026 May 12, 2026
Dorsey & Whitney Trust CO LLC History Added to 41,139 2,520 0.14% 0.08% 686 +6,349 18.25% Q1 2026 May 14, 2026
JBR Co Financial Management Inc History No change 55,770 2,493 1.04% 1.04% 687 0 0.0% Q1 2026 Apr 08, 2026
Fragasso Financial Advisors Inc History New 41,648 2,485 0.15% 688 +41,648 New Q1 2026 Apr 07, 2026
Odyssey Capital Advisors, Inc. History Added to 40,462 2,478 2.22% 1.53% 689 +1,889 4.9% Q1 2026 Apr 29, 2026
Midwest Financial Group LLC History Reduced 40,289 2,468 1.05% 0.82% 690 -1,385 -3.32% Q1 2026 Apr 22, 2026
Cladis Investment Advisory, LLC History Reduced 40,045 2,453 1.35% 1.02% 691 -1,715 -4.11% Q1 2026 May 15, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 40,034 2,452 0.65% 0.5% 692 -1,383 -3.34% Q1 2026 Apr 09, 2026
K.J. Harrison & Partners Inc History New 40,000 2,450 0.4% 693 +40,000 New Q1 2026 Apr 28, 2026
Camarda Financial Advisors, LLC History Reduced 39,521 2,421 1.27% 0.71% 694 -2,360 -5.64% Q1 2026 May 14, 2026
Marion Wealth Management History Reduced 39,467 2,417 0.54% 0.44% 695 -352 -0.88% Q1 2026 May 12, 2026
Garden State Investment Advisory Services LLC History Added to 39,327 2,409 0.53% 0.15% 696 +24,113 158.49% Q1 2026 May 13, 2026
OneDigital Investment Advisors LLC History Reduced 39,234 2,403 0.02% 0.02% 697 -1,200 -2.97% Q1 2026 May 08, 2026
EPG Wealth Management LLC History Reduced 39,188 2,400 0.65% 0.56% 698 -7,743 -16.5% Q1 2026 May 07, 2026
Asset Allocation Strategies LLC History Reduced 39,181 2,400 0.43% 0.35% 699 -3,427 -8.04% Q1 2026 Apr 22, 2026
Ring Mountain Capital, LLC History Reduced 39,033 2,391 1.31% 0.97% 700 -455 -1.15% Q1 2026 Apr 30, 2026
E&G Advisors, LP History Added to 38,984 2,388 0.53% 0.39% 701 +400 1.04% Q1 2026 Apr 21, 2026
STRATEGY ASSET MANAGERS LLC History Added to 38,865 2,380 0.39% 0.28% 702 +500 1.3% Q1 2026 May 12, 2026
First American Bank History Added to 38,734 2,372 0.15% 0.09% 703 +4,600 13.48% Q1 2026 Apr 20, 2026
MARTIN & CO INC /TN/ History Added to 38,712 2,371 0.4% 0.29% 704 +270 0.7% Q1 2026 May 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 38,677 2,369 0.33% 0.3% 705 -4,262 -9.93% Q1 2026 Apr 30, 2026
True North Advisors, LLC History Added to 38,601 2,364 0.27% 0.22% 706 +201 0.52% Q1 2026 May 07, 2026
White Pine Investment CO History Reduced 38,578 2,363 0.55% 0.41% 707 -155 -0.4% Q1 2026 Apr 20, 2026
LANE BROTHERS & CO INC History Added to 38,523 2,359 1.72% 1.1% 708 +4,531 13.33% Q1 2026 May 05, 2026
Laurel Wealth Advisors LLC History Added to 42,235 2,352 0.23% 0.23% 709 +3,710 9.63% Q1 2026 May 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 38,216 2,341 0.67% 0.48% 710 +663 1.77% Q1 2026 Apr 30, 2026
Gallo Partners, LP History New 38,177 2,338 4.47% 711 +38,177 New Q1 2026 May 15, 2026
Joule Financial, LLC History Reduced 38,155 2,337 0.68% 0.75% 712 -17,792 -31.8% Q1 2026 Apr 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 38,039 2,330 0.51% 0.3% 713 +5,852 18.18% Q1 2026 Apr 15, 2026
Summit Financial Wealth Advisors, LLC History No change 52,118 2,330 0.33% 0.33% 714 0 0.0% Q4 2025 Jan 27, 2026
CONTINENTAL ADVISORS LLC History Reduced 38,000 2,327 1.19% 1.38% 715 -35,000 -47.95% Q1 2026 May 15, 2026
WINCAP FINANCIAL LLC History Added to 37,958 2,325 1.55% 1.12% 716 +1,564 4.3% Q1 2026 Apr 09, 2026
Ruggiero Investments, Inc. History Added to 37,939 2,324 2.25% 0.34% 717 +29,512 350.21% Q1 2026 May 12, 2026
WCG Wealth Advisors LLC History Added to 37,852 2,318 0.06% 0.04% 718 +9,670 34.31% Q1 2026 May 12, 2026
Sumitomo Mitsui Trust Group, Inc. History New 37,823 2,317 0.0% 719 +37,823 New Q1 2026 Apr 30, 2026
WealthPlan Investment Management, LLC History Added to 37,730 2,311 0.13% 0.02% 720 +30,531 424.1% Q1 2026 Apr 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 37,614 2,304 0.05% 0.04% 721 -2,466 -6.15% Q1 2026 Apr 27, 2026
MSH Capital Advisors LLC History Added to 37,626 2,304 0.49% 0.36% 722 +9 0.02% Q1 2026 May 08, 2026
SYON CAPITAL LLC History New 37,586 2,302 0.12% 723 +37,586 New Q1 2026 May 13, 2026
SHIKIAR ASSET MANAGEMENT INC History New 37,350 2,288 0.66% 724 +37,350 New Q1 2026 Apr 23, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 37,284 2,284 0.47% 0.28% 725 +5,195 16.19% Q1 2026 Apr 20, 2026
Snider Financial Group History New 37,213 2,279 0.69% 726 +37,213 New Q1 2026 Apr 15, 2026
Oasis Advisors, LLC History Added to 810,866 2,275 0.45% 1.06% 728 +766,291 1719.1% Q1 2026 May 04, 2026
Sterling Investment Counsel, LLC History Reduced 37,148 2,275 0.64% 0.48% 727 -90 -0.24% Q1 2026 Apr 16, 2026
RH Tailwind Management, LLC History New 37,000 2,266 0.29% 729 +37,000 New Q1 2026 May 15, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 36,952 2,264 0.05% 0.03% 730 +6,244 20.33% Q1 2026 May 12, 2026
WHITTIER TRUST CO History Reduced 37,835 2,257 0.03% 0.02% 731 -10,183 -21.21% Q1 2026 Apr 28, 2026
PCG Wealth Advisors, LLC History Added to 36,786 2,253 0.57% 0.09% 732 +29,460 402.13% Q1 2026 Apr 28, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 36,754 2,251 0.03% 0.02% 733 -766 -2.04% Q1 2026 May 01, 2026
Retirement Planning Group, LLC History Added to 36,738 2,250 0.07% 0.04% 734 +6,161 20.15% Q1 2026 May 04, 2026
SPROTT INC. History Added to 36,699 2,248 0.07% 0.03% 735 +15,019 69.28% Q1 2026 May 08, 2026
FIRST HORIZON CORP History Reduced 36,686 2,247 0.09% 0.08% 736 -1,770 -4.6% Q1 2026 Apr 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 36,496 2,235 0.23% 0.16% 737 +2,256 6.59% Q1 2026 May 11, 2026
Summit Global Investments History New 36,343 2,226 0.13% 738 +36,343 New Q1 2026 May 07, 2026
CX Institutional History Added to 36,222 2,219 0.07% 0.01% 740 +27,469 313.82% Q1 2026 Apr 06, 2026
OKABENA INVESTMENT SERVICES INC History Added to 36,235 2,219 0.43% 0.31% 739 +303 0.84% Q1 2026 May 15, 2026
Cannell & Spears LLC History Added to 36,196 2,217 0.04% 0.03% 741 +100 0.28% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 36,100 2,211 0.0% 742 +36,100 New Q1 2026 May 15, 2026
Thrive Capital Management, LLC History Added to 36,080 2,210 0.48% 0.12% 744 +23,737 192.31% Q1 2026 Apr 27, 2026
SNS Financial Group, LLC History Added to 36,085 2,210 0.19% 0.14% 743 +450 1.26% Q1 2026 Apr 14, 2026
Itau Unibanco Holding S.A. History Reduced 36,038 2,207 0.05% 0.08% 745 -40,238 -52.75% Q1 2026 May 15, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 45,078 2,206 0.79% 0.96% 746 -6,691 -12.92% Q1 2026 May 08, 2026
FIDUCIARY TRUST CO History Added to 36,006 2,205 0.03% 0.02% 747 +1,634 4.75% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History No change 35,882 2,198 0.02% 0.01% 748 0 0.0% Q1 2026 May 15, 2026
Private Capital Management, LLC History Reduced 35,852 2,196 0.22% 0.15% 749 -1,328 -3.57% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 49,074 2,194 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 12, 2026
January Capital Advisors LLC History New 35,746 2,189 2.95% 751 +35,746 New Q1 2026 May 20, 2026
Apollon Financial, LLC History Reduced 35,471 2,172 0.3% 0.24% 752 -1,191 -3.25% Q1 2026 Apr 22, 2026
Thayer Partners, LLC / MA History Added to 35,444 2,171 1.03% 0.77% 753 +181 0.51% Q1 2026 May 05, 2026
SHAKER INVESTMENTS LLC/OH History New 35,364 2,166 0.99% 754 +35,364 New Q1 2026 May 05, 2026
Verdence Capital Advisors LLC History Added to 35,286 2,161 0.13% 0.09% 755 +657 1.9% Q1 2026 Apr 30, 2026
Chevy Chase Trust Holdings, LLC History Reduced 35,141 2,152 0.01% 0.0% 756 -2,474 -6.58% Q1 2026 May 15, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 35,124 2,151 0.44% 0.62% 757 -34,638 -49.65% Q1 2026 Apr 21, 2026
Spectrum Strategic Capital Management, LLC History Reduced 34,955 2,141 1.15% 0.89% 758 -2,529 -6.75% Q1 2026 May 14, 2026
Bellwether Advisors, LLC History New 34,634 2,121 0.36% 759 +34,634 New Q1 2026 May 12, 2026
Nelson Capital Management, LLC History Reduced 34,513 2,114 0.26% 0.19% 760 -1,875 -5.15% Q1 2026 May 06, 2026
Valeo Financial Advisors, LLC History Reduced 34,513 2,114 0.05% 0.04% 761 -784 -2.22% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 34,342 2,102 0.06% 0.04% 762 +1,611 4.92% Q1 2026 May 13, 2026
Ayalon Insurance Comp Ltd. History No change 34,294 2,101 0.43% 0.37% 763 0 0.0% Q1 2026 Apr 13, 2026
Advocate Investing Services LLC History Reduced 34,252 2,098 1.78% 1.38% 764 -145 -0.42% Q1 2026 Apr 22, 2026
Iyo Bank, Ltd. History New 33,949 2,079 0.74% 766 +33,949 New Q1 2026 May 12, 2026
Essential Partners LLC History Added to 33,942 2,079 0.7% 0.45% 765 +910 2.75% Q1 2026 May 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 33,796 2,070 0.11% 0.08% 767 -116 -0.34% Q1 2026 May 12, 2026
United Asset Strategies, Inc. History Reduced 33,710 2,065 0.16% 0.14% 768 -6,249 -15.64% Q1 2026 Apr 29, 2026
Everest Financial Group LLC History New 33,594 2,057 0.34% 769 +33,594 New Q1 2026 May 15, 2026
Evercore Wealth Management, LLC History Reduced 33,398 2,045 0.03% 0.02% 770 -217 -0.65% Q1 2026 May 15, 2026
Cache Advisors, LLC History No change 33,338 2,042 0.24% 0.18% 771 0 0.0% Q1 2026 Apr 17, 2026
Freestone Capital Holdings, LLC History Reduced 33,302 2,040 0.06% 0.04% 772 -146 -0.44% Q1 2026 May 13, 2026
Csenge Advisory Group History Reduced 33,292 2,039 0.09% 0.08% 773 -6,584 -16.51% Q1 2026 Apr 30, 2026
Cypress Capital Group History Added to 33,214 2,034 0.23% 0.13% 774 +6,805 25.77% Q1 2026 May 15, 2026
Jacobi Capital Management LLC History Added to 33,172 2,032 0.11% 0.08% 775 +1,060 3.3% Q1 2026 May 13, 2026
WEXFORD CAPITAL LP History Added to 33,138 2,030 0.29% 0.28% 776 +500 1.53% Q1 2026 May 15, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 33,099 2,027 0.37% 0.04% 777 +27,035 445.83% Q1 2026 Apr 29, 2026
Calamos Advisors LLC History New 33,072 2,025 0.01% 779 +33,072 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History Added to 33,072 2,025 0.07% 0.02% 778 +21,491 185.57% Q1 2026 May 04, 2026
Jackson Hole Capital Partners, LLC History Added to 33,048 2,024 0.33% 0.25% 780 +114 0.35% Q1 2026 May 08, 2026
Ballast Rock Private Wealth LLC History Added to 33,031 2,023 1.12% 0.29% 781 +22,727 220.56% Q1 2026 Apr 16, 2026
MONTAG A & ASSOCIATES INC History Added to 32,897 2,015 0.09% 0.06% 782 +1,405 4.46% Q1 2026 Apr 29, 2026
Sovran Advisors, LLC History Added to 33,762 2,013 0.16% 0.06% 783 +19,103 130.32% Q1 2026 May 01, 2026
FIRST MANHATTAN CO. LLC. History Reduced 32,834 2,011 0.01% 0.0% 784 -6,334 -16.17% Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 34,066 2,010 0.04% 786 +34,066 New Q1 2026 May 01, 2026
FARMERS TRUST CO History Reduced 32,826 2,010 0.32% 0.25% 785 -870 -2.58% Q1 2026 Apr 07, 2026
SMITH, MOORE & CO. History Added to 32,782 2,008 0.15% 0.11% 787 +170 0.52% Q1 2026 May 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 32,501 1,991 0.05% 0.03% 788 +4,021 14.12% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History Reduced 32,464 1,988 0.03% 0.02% 789 -856 -2.57% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History Added to 32,237 1,974 0.02% 0.02% 790 +2,549 8.59% Q1 2026 May 06, 2026
Fairvoy Private Wealth, LLC History Added to 32,158 1,969 0.47% 0.19% 791 +13,507 72.42% Q1 2026 Apr 20, 2026
CSS LLC/IL History Reduced 31,920 1,955 0.09% 0.21% 792 -71,880 -69.25% Q1 2026 May 15, 2026
Compass Financial Group, Inc. History Reduced 31,848 1,951 0.88% 0.63% 793 -33 -0.1% Q1 2026 May 05, 2026
Caprock Group, LLC History Added to 31,800 1,948 0.05% 0.02% 795 +15,580 96.05% Q1 2026 May 11, 2026
Acropolis Investment Management, LLC History Reduced 31,799 1,948 0.09% 0.07% 794 -1,400 -4.22% Q1 2026 Apr 09, 2026
Perennial Investment Advisors, LLC History Reduced 31,772 1,946 0.16% 0.12% 796 -1,528 -4.59% Q1 2026 May 15, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 31,714 1,942 0.46% 0.35% 797 -2,500 -7.31% Q1 2026 May 13, 2026
Americana Partners, LLC History Reduced 31,613 1,936 0.05% 0.04% 798 -576 -1.79% Q1 2026 May 12, 2026
RCW Management, LLC History Reduced 31,615 1,936 1.98% 1.44% 799 -364 -1.14% Q1 2026 Apr 15, 2026
Capital Investment Counsel, LLC History New 31,513 1,930 0.26% 801 +31,513 New Q1 2026 Apr 23, 2026
Signature Equity Partners, LLC History Added to 31,519 1,930 1.04% 0.06% 800 +29,126 1217.13% Q1 2026 May 13, 2026
GeoWealth Management, LLC History Added to 31,418 1,924 0.07% 0.04% 802 +8,025 34.31% Q1 2026 May 13, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History Reduced 31,229 1,913 1.45% 1.1% 803 -274 -0.87% Q1 2026 May 14, 2026
Measured Wealth Private Client Group, LLC History Added to 30,950 1,896 0.52% 0.02% 804 +29,126 1596.82% Q1 2026 May 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 30,847 1,890 0.09% 0.07% 805 -2,429 -7.3% Q1 2026 May 18, 2026
Fortis Group Advisors, LLC History Added to 31,632 1,886 0.31% 0.25% 806 +2,757 9.55% Q1 2026 May 08, 2026
VELA Investment Management, LLC History New 30,724 1,882 0.43% 807 +30,724 New Q1 2026 May 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 30,684 1,879 0.23% 0.09% 808 +13,850 82.27% Q1 2026 May 05, 2026
Fiduciary Alliance LLC History Added to 33,696 1,878 0.11% 0.07% 809 +8,153 31.92% Q1 2026 Apr 20, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 30,600 1,874 0.05% 0.05% 810 -8,507 -21.75% Q1 2026 Apr 15, 2026
Fourth Dimension Wealth, LLC History Added to 30,577 1,873 0.71% 0.49% 811 +649 2.17% Q1 2026 May 11, 2026
L. Roy Papp & Associates, LLP History Added to 30,303 1,856 0.21% 0.15% 812 +415 1.39% Q1 2026 Apr 14, 2026
Legacy Wealth Partners, LLC History New 30,012 1,838 0.46% 813 +30,012 New Q1 2026 Apr 17, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 29,990 1,837 0.21% 0.14% 814 +2,386 8.64% Q1 2026 May 11, 2026
NewEdge Wealth, LLC History Added to 29,932 1,833 0.02% 0.01% 815 +6,424 27.33% Q1 2026 May 13, 2026
StoneX Group Inc. History Reduced 29,836 1,827 0.1% 0.06% 816 -2,786 -8.54% Q1 2026 May 14, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 29,744 1,822 0.05% 0.04% 817 +3 0.01% Q1 2026 May 11, 2026
High Point Wealth Management, LLC History Added to 29,705 1,819 1.76% 1.2% 818 +1,021 3.56% Q1 2026 Apr 08, 2026
Lynx Investment Advisory History Added to 29,620 1,814 0.87% 0.72% 819 +62 0.21% Q1 2026 Apr 24, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 29,529 1,808 1.37% 1.92% 821 -29,216 -49.73% Q1 2026 May 08, 2026
Maltin Wealth Management, Inc. History Reduced 29,525 1,808 0.69% 0.58% 820 -3,034 -9.32% Q1 2026 Apr 21, 2026
National Philanthropic Trust History Reduced 29,508 1,807 0.02% 0.01% 822 -2,012 -6.38% Q1 2026 May 15, 2026
Moors & Cabot, Inc. History Added to 29,481 1,805 0.08% 0.05% 823 +1,779 6.42% Q1 2026 May 08, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 30,124 1,797 0.04% 0.03% 824 -4,933 -14.07% Q1 2026 Apr 28, 2026
CAPITAL ADVISORS INC/OK History Added to 29,255 1,792 0.03% 0.02% 825 +13 0.04% Q1 2026 Apr 27, 2026
Fulcrum Equity Management History New 29,055 1,779 1.72% 827 +29,055 New Q1 2026 Apr 02, 2026
FCA CORP /TX History Added to 29,052 1,779 0.5% 0.36% 826 +144 0.5% Q1 2026 May 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 28,970 1,774 0.42% 0.31% 828 -100 -0.34% Q1 2026 Apr 28, 2026
NATIXIS ADVISORS, LLC History Added to 28,896 1,770 0.0% 0.0% 829 +10,361 55.9% Q1 2026 May 13, 2026
Warberg Asset Management LLC History New 28,903 1,769 0.3% 830 +28,903 New Q1 2026 May 07, 2026
BOKF, NA History Added to 28,841 1,766 0.03% 0.02% 831 +265 0.93% Q1 2026 May 08, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 29,561 1,764 1.03% 0.93% 832 -4,891 -14.2% Q1 2026 Apr 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 28,768 1,762 0.11% 0.08% 833 +240 0.84% Q1 2026 May 12, 2026
Aries Wealth Management History Added to 28,748 1,761 0.39% 0.11% 835 +17,370 152.66% Q1 2026 May 14, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 28,426 1,761 0.05% 0.04% 834 -1,050 -3.56% Q1 2026 May 11, 2026
Balefire, LLC History New 28,722 1,759 0.33% 836 +28,722 New Q1 2026 May 07, 2026
Capital Analysts, LLC History Reduced 28,752 1,758 0.05% 0.04% 837 -2,336 -7.51% Q1 2026 May 14, 2026
Forza Wealth Management, LLC History No change 28,700 1,758 0.61% 0.46% 838 0 0.0% Q1 2026 Apr 30, 2026
Worth Asset Management, LLC History Reduced 28,459 1,743 0.65% 0.81% 839 -14,203 -33.29% Q1 2026 Apr 17, 2026
Compound Planning, Inc. History Added to 28,319 1,734 0.05% 0.02% 840 +16,615 141.96% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 28,296 1,733 0.14% 0.1% 841 -2,033 -6.7% Q1 2026 Apr 23, 2026
Collaborative Wealth Managment Inc. History Reduced 27,832 1,704 0.78% 0.45% 842 -596 -2.1% Q1 2026 May 05, 2026
CARDIFF PARK ADVISORS, LLC History Added to 27,775 1,701 0.14% 0.1% 843 +27 0.1% Q1 2026 May 15, 2026
FIRST NATIONAL TRUST CO History Reduced 27,765 1,700 0.06% 0.04% 844 -1,661 -5.64% Q1 2026 May 07, 2026
MATAURO, LLC History Added to 27,660 1,694 0.24% 0.18% 845 +1,629 6.26% Q1 2026 Apr 22, 2026
Crews Bank & Trust History Reduced 27,631 1,692 0.25% 0.18% 846 -1,081 -3.76% Q1 2026 May 13, 2026
Acorns Advisers, LLC History Added to 27,553 1,688 0.01% 0.01% 847 +2,946 11.97% Q1 2026 May 14, 2026
Grandview Asset Management LLC History Added to 27,457 1,682 0.49% 0.12% 848 +18,007 190.55% Q1 2026 May 07, 2026
Platform Technology Partners History Added to 27,438 1,680 0.32% 0.21% 849 +5,001 22.29% Q1 2026 Apr 27, 2026
Encore Global Management, LP History New 27,400 1,678 1.17% 850 +27,400 New Q1 2026 May 15, 2026
CRA Financial Services, LLC History Added to 27,347 1,675 0.22% 0.16% 851 +277 1.02% Q1 2026 Apr 09, 2026
Archford Capital Strategies, LLC History Added to 27,223 1,667 0.19% 0.14% 852 +266 0.99% Q1 2026 Apr 15, 2026
Ironwood Financial, llc History Added to 27,038 1,656 0.29% 0.19% 853 +2,306 9.32% Q1 2026 Apr 16, 2026
Rossby Financial, LCC History Added to 28,033 1,653 0.34% 0.15% 854 +16,910 152.03% Q1 2026 May 11, 2026
Park Edge Advisors, LLC History New 26,970 1,652 0.38% 855 +26,970 New Q1 2026 Apr 20, 2026
Matthew Goff Investment Advisor, LLC History Added to 26,749 1,638 0.27% 0.17% 856 +5,037 23.2% Q1 2026 Apr 16, 2026
Financial Engines Advisors L.L.C. History Reduced 26,585 1,628 0.0% 0.0% 857 -1,518 -5.4% Q1 2026 May 14, 2026
Callan Family Office, LLC History Reduced 26,420 1,618 0.04% 0.03% 858 -1,627 -5.8% Q1 2026 May 13, 2026
Principia Wealth Advisory, LLC History No change 36,153 1,618 1.01% 1.01% 859 0 0.0% Q4 2025 Feb 10, 2026
Capital Advisors Wealth Management, LLC History Reduced 26,412 1,617 0.22% 0.17% 860 -1,398 -5.03% Q1 2026 Apr 08, 2026
BAILARD, INC. History Reduced 26,392 1,616 0.04% 0.03% 861 -448 -1.67% Q1 2026 May 11, 2026
Palisade Asset Management, LLC History Added to 26,370 1,615 0.16% 0.11% 862 +70 0.27% Q1 2026 Apr 14, 2026
Heritage Wealth Advisors History Reduced 26,335 1,613 0.06% 0.05% 863 -3,266 -11.03% Q1 2026 May 13, 2026
CABANA LLC History Reduced 26,233 1,607 12.61% 10.35% 864 -4,661 -15.09% Q1 2026 Apr 28, 2026
Ellis Investment Partners, LLC History Reduced 26,170 1,603 0.28% 0.53% 865 -41,429 -61.29% Q1 2026 May 12, 2026
OPINICUS CAPITAL, INC. History Reduced 26,167 1,603 1.13% 0.82% 866 -31 -0.12% Q1 2026 May 05, 2026
Intrua Financial, LLC History Reduced 26,021 1,594 0.16% 0.13% 867 -2,026 -7.22% Q1 2026 Apr 23, 2026
FSA Investment Group, LLC History Added to 25,806 1,580 0.64% 0.46% 868 +8,929 52.91% Q1 2026 Apr 21, 2026
CALTON & ASSOCIATES, INC. History Reduced 25,765 1,578 0.23% 0.18% 869 -1,725 -6.28% Q1 2026 May 13, 2026
Signature Wealth Management Partners, LLC History Reduced 25,696 1,574 0.79% 0.57% 870 -52 -0.2% Q1 2026 Apr 21, 2026
Man Group plc History New 25,503 1,562 0.0% 871 +25,503 New Q1 2026 May 15, 2026
Financial & Tax Architects, LLC History Reduced 25,492 1,561 0.35% 0.27% 872 -1,493 -5.53% Q1 2026 Apr 23, 2026
Wealth Advisors of Iowa, LLC History Reduced 25,343 1,552 0.48% 0.56% 873 -12,501 -33.03% Q1 2026 May 13, 2026
Disciplina Capital Management LLC History Reduced 25,305 1,550 0.16% 0.15% 875 -4,195 -14.22% Q1 2026 May 07, 2026
Wilson & Boucher Capital Management, LLC History Added to 25,302 1,550 1.03% 0.74% 874 +100 0.4% Q1 2026 May 18, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 25,251 1,546 0.26% 0.17% 876 +3,209 14.56% Q1 2026 May 04, 2026
CTC LLC History Reduced 310 1,530 0.0% 0.02% 877 -49,041 -99.37% Q1 2026 May 21, 2026
Chesapeake Wealth Management History Reduced 24,977 1,530 0.47% 0.34% 878 -475 -1.87% Q1 2026 May 18, 2026
1ST SOURCE BANK History Added to 24,910 1,525 0.08% 0.02% 879 +15,768 172.48% Q1 2026 May 04, 2026
TD ASSET MANAGEMENT INC History Added to 24,538 1,503 0.0% 0.0% 880 +15,032 158.13% Q1 2026 May 11, 2026
XTX Topco Ltd History New 24,506 1,501 0.03% 881 +24,506 New Q1 2026 May 15, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Reduced 24,477 1,499 0.63% 0.52% 882 -554 -2.21% Q1 2026 Apr 20, 2026
Strategic Financial Concepts, LLC History Added to 24,464 1,498 0.37% 0.54% 883 +11,282 85.59% Q1 2026 May 12, 2026
Sava Infond d.o.o. History Added to 24,400 1,494 0.21% 0.08% 884 +10,600 76.81% Q1 2026 May 11, 2026
Arkos Global Advisors History Added to 24,211 1,483 0.19% 0.05% 885 +15,625 181.98% Q1 2026 May 13, 2026
AlphaStar Capital Management, LLC History Reduced 24,093 1,475 0.11% 0.13% 886 -15,900 -39.76% Q1 2026 Apr 15, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 23,818 1,459 0.18% 0.12% 887 +2,835 13.51% Q1 2026 Apr 27, 2026
Realta Investment Advisors History Added to 23,797 1,457 0.51% 0.23% 888 +8,333 53.89% Q1 2026 Apr 22, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 23,738 1,454 0.05% 0.03% 889 +2,995 14.44% Q1 2026 May 11, 2026
Everstar Asset Management, LLC History Reduced 23,727 1,453 0.77% 0.6% 890 -1,521 -6.02% Q1 2026 Apr 16, 2026
Gainplan LLC History Added to 23,694 1,451 1.09% 0.09% 891 +18,345 342.96% Q1 2026 Apr 08, 2026
Peoples Bank/KS History No change 23,584 1,444 1.45% 1.06% 892 0 0.0% Q1 2026 Apr 15, 2026
McAdam, LLC History Added to 23,556 1,443 0.07% 0.05% 893 +1,420 6.41% Q1 2026 May 08, 2026
Capital Wealth Alliance, LLC History Added to 23,420 1,436 0.65% 0.44% 894 +3,986 20.51% Q1 2026 May 13, 2026
Simplicity Wealth,LLC History Added to 23,423 1,434 0.08% 0.03% 895 +11,189 91.46% Q1 2026 Apr 30, 2026
YHB Investment Advisors, Inc. History Added to 23,355 1,430 0.1% 0.07% 896 +1,774 8.22% Q1 2026 Apr 10, 2026
CPC Advisors, LLC History Added to 23,188 1,420 0.23% 0.07% 897 +6,588 39.69% Q1 2026 Apr 16, 2026
Bison Wealth, LLC History Added to 24,579 1,416 0.14% 0.14% 898 +2,941 13.59% Q1 2026 May 15, 2026
Savvy Advisors, Inc. History Added to 23,108 1,415 0.04% 0.02% 899 +12,659 121.15% Q1 2026 May 11, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 23,055 1,412 0.21% 0.18% 900 +5 0.02% Q1 2026 Apr 24, 2026
GWN SECURITIES INC. History Added to 22,984 1,408 0.27% 0.19% 901 +2,315 11.2% Q1 2026 May 14, 2026
BBR PARTNERS, LLC History Added to 22,961 1,406 0.08% 0.03% 902 +9,259 67.57% Q1 2026 May 12, 2026
Powell Investment Advisors, LLC History Added to 22,941 1,405 0.48% 0.35% 903 +95 0.42% Q1 2026 Apr 23, 2026
L & S Advisors Inc History New 22,926 1,404 0.18% 904 +22,926 New Q1 2026 May 11, 2026
Parcion Private Wealth LLC History Reduced 22,860 1,400 0.09% 0.06% 905 -16 -0.07% Q1 2026 Apr 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 22,850 1,399 0.02% 907 +22,850 New Q1 2026 May 15, 2026
Cushing Capital Partners, LLC History Added to 22,846 1,399 1.08% 0.74% 906 +419 1.87% Q1 2026 Apr 20, 2026
Sowa Financial Group, Inc. History Reduced 22,667 1,389 0.69% 0.54% 908 -350 -1.52% Q1 2026 Apr 15, 2026
SteelPeak Wealth, LLC History Reduced 22,645 1,387 0.04% 0.04% 909 -3,637 -13.84% Q1 2026 May 05, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 22,640 1,386 0.04% 0.03% 910 +802 3.67% Q1 2026 Apr 29, 2026
Somerset Group LLC History Added to 25,114 1,381 1.03% 0.85% 911 +70 0.28% Q1 2026 May 13, 2026
Evernest Financial Advisors, LLC History Reduced 24,323 1,380 0.29% 0.28% 912 -931 -3.69% Q1 2026 May 04, 2026
Beaird Harris Wealth Management, LLC History Added to 22,488 1,377 0.09% 0.0% 913 +22,399 25167.42% Q1 2026 May 14, 2026
WNY Asset Management, LLC History New 22,463 1,376 0.14% 914 +22,463 New Q1 2026 May 22, 2026
Edge Wealth Management LLC History No change 22,334 1,368 0.23% 0.18% 915 0 0.0% Q1 2026 Apr 20, 2026
Copia Wealth Management History Added to 22,329 1,367 0.94% 0.24% 917 +14,681 191.96% Q1 2026 May 04, 2026
Keel Point, LLC History No change 30,585 1,367 0.08% 0.08% 916 0 0.0% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History Reduced 22,274 1,364 0.05% 0.04% 918 -2,970 -11.77% Q1 2026 Apr 21, 2026
Legacy Wealth Advisors, LLC History Added to 22,190 1,359 0.69% 0.65% 919 +142 0.64% Q1 2026 May 06, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 22,102 1,353 0.47% 0.34% 920 -403 -1.79% Q1 2026 Apr 23, 2026
Davis Investment Partners, LLC History New 22,036 1,349 0.48% 921 +22,036 New Q1 2026 Apr 20, 2026
BLB&B Advisors, LLC History Reduced 21,990 1,347 0.06% 0.07% 922 -15,611 -41.52% Q1 2026 Apr 28, 2026
Florida Trust Wealth Management Co History Added to 21,969 1,345 0.04% 0.03% 923 +1,345 6.52% Q1 2026 May 14, 2026
Advisor Resource Council History Added to 21,951 1,344 0.43% 0.28% 924 +5,992 37.55% Q1 2026 May 07, 2026
Whitaker-Myers Wealth Managers, LTD. History New 21,838 1,337 0.27% 926 +21,838 New Q1 2026 Apr 09, 2026
River Wealth Advisors LLC History Reduced 21,834 1,337 0.15% 0.11% 925 -980 -4.3% Q1 2026 May 13, 2026
Capital Investment Counsel, Inc History Reduced 21,789 1,334 0.16% 0.12% 927 -1,410 -6.08% Q1 2026 Apr 21, 2026
Fermata Advisors, LLC History Reduced 21,717 1,330 0.3% 0.24% 928 -536 -2.41% Q1 2026 Apr 08, 2026
High Net Worth Advisory Group LLC History Reduced 21,692 1,328 0.31% 0.23% 929 -1,000 -4.41% Q1 2026 Apr 17, 2026
NBT BANK N A /NY History Added to 21,626 1,324 0.09% 0.06% 930 +62 0.29% Q1 2026 Apr 28, 2026
Atlas Legacy Advisors, LLC History Added to 21,663 1,323 0.24% 0.15% 931 +1,871 9.45% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 21,526 1,318 0.04% 0.05% 932 -10,814 -33.44% Q1 2026 May 07, 2026
Arete Wealth Advisors, LLC History Added to 21,480 1,315 0.1% 0.05% 933 +2,702 14.39% Q1 2026 May 20, 2026
Audent Global Asset Management, LLC History Reduced 17,101 1,314 1.31% 1.12% 935 -10,579 -38.22% Q1 2026 May 06, 2026
CERTUITY, LLC History Reduced 21,460 1,314 0.09% 0.06% 934 -120 -0.56% Q1 2026 May 11, 2026
ANDERSON HOAGLAND & CO History Reduced 21,432 1,312 0.11% 0.08% 936 -1 -0.0% Q1 2026 Apr 07, 2026
Journey Advisory Group, LLC History Reduced 21,205 1,299 0.11% 0.08% 937 -1,225 -5.46% Q1 2026 May 05, 2026
Sharper & Granite LLC History Added to 21,190 1,298 0.44% 0.33% 938 +200 0.95% Q1 2026 Apr 08, 2026
PCG ASSET MANAGEMENT, LLC History Added to 21,160 1,296 1.04% 0.75% 939 +592 2.88% Q1 2026 May 12, 2026
Claro Advisors Inc. History Reduced 21,011 1,287 0.16% 0.14% 940 -1,574 -6.97% Q1 2026 Apr 21, 2026
B. Riley Wealth Advisors, Inc. History Reduced 72,638 1,286 0.08% 0.16% 941 -4,298 -5.59% Q1 2026 Apr 24, 2026
CANTOR FITZGERALD, L. P. History Reduced 20,914 1,281 0.02% 0.56% 942 -807,549 -97.48% Q1 2026 May 15, 2026
Wealthstar Advisors, LLC History Added to 20,871 1,278 0.6% 0.39% 944 +949 4.76% Q1 2026 Apr 27, 2026
WHITE PINE CAPITAL LLC History No change 20,872 1,278 0.36% 0.26% 943 0 0.0% Q1 2026 May 11, 2026
Morangie Management LLC History No change 20,876 1,278 1.18% 0.74% 945 0 0.0% Q1 2026 Apr 20, 2026
Wall Capital Group, Inc. History Reduced 20,847 1,277 1.36% 0.9% 946 -261 -1.24% Q1 2026 Apr 20, 2026
SAX WEALTH ADVISORS, LLC History No change 28,547 1,276 0.06% 0.06% 947 0 0.0% Q1 2026 Apr 08, 2026
Global View Capital Management LLC History Added to 20,827 1,275 0.34% 0.07% 948 +12,931 163.77% Q1 2026 May 04, 2026
NATIXIS History Added to 20,772 1,272 0.0% 0.0% 949 +15,760 314.45% Q1 2026 May 14, 2026
X-Square Capital, LLC History Added to 20,705 1,268 0.43% 0.29% 950 +1,003 5.09% Q1 2026 May 15, 2026
Meriwether Wealth & Planning, LLC History Added to 20,683 1,267 0.69% 0.52% 952 +203 0.99% Q1 2026 Apr 09, 2026
Fiera Capital Corp History No change 20,698 1,267 0.0% 0.0% 951 0 0.0% Q1 2026 May 12, 2026
FLOYD FINANCIAL GROUP LLC History Added to 22,692 1,265 0.84% 0.84% 953 +21 0.09% Q1 2026 Apr 24, 2026
Falcon Wealth Planning History Reduced 20,622 1,263 0.09% 0.09% 954 -2,845 -12.12% Q1 2026 Apr 20, 2026
LPWM LLC History Added to 20,590 1,261 0.32% 0.2% 955 +2,569 14.26% Q1 2026 Apr 08, 2026
Strategic Advisors LLC History Added to 20,571 1,260 0.21% 0.14% 956 +115 0.56% Q1 2026 May 14, 2026
Diversified Trust Co History Reduced 20,494 1,255 0.02% 0.02% 957 -5,082 -19.87% Q1 2026 Apr 16, 2026
Private Wealth Asset Management, LLC History No change 20,454 1,253 0.13% 0.1% 958 0 0.0% Q1 2026 May 06, 2026
Providence First Trust Co History Reduced 20,409 1,250 0.44% 0.37% 959 -3,349 -14.1% Q1 2026 May 04, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 20,291 1,243 0.08% 0.07% 960 -3,581 -15.0% Q1 2026 May 21, 2026
Sunbeam Capital Management, LLC History Added to 20,146 1,234 0.71% 0.53% 961 +124 0.62% Q1 2026 Apr 16, 2026
Colonial River Investments, LLC History Reduced 20,082 1,230 0.44% 0.32% 962 -104 -0.52% Q1 2026 Apr 27, 2026
Haverford Trust Co History Added to 20,023 1,226 0.01% 0.01% 963 +521 2.67% Q1 2026 May 11, 2026
Bricktown Capital, LLC History New 20,000 1,225 0.24% 965 +20,000 New Q1 2026 Apr 16, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 20,002 1,225 0.02% 0.01% 964 0 0.0% Q1 2026 May 15, 2026
10Elms LLP History Added to 20,112 1,224 0.77% 0.46% 966 +8,788 77.61% Q1 2026 May 15, 2026
Curat Global, LLC History Added to 19,992 1,224 1.21% 0.73% 967 +5,200 35.15% Q1 2026 Apr 21, 2026
City Center Advisors, LLC History New 19,969 1,223 1.13% 968 +19,969 New Q1 2026 Apr 07, 2026
Elevate Capital Advisors, LLC History Reduced 19,961 1,222 0.79% 0.68% 969 -2,978 -12.98% Q1 2026 Apr 23, 2026
Aberdeen Wealth Management LLC History No change 19,910 1,219 0.56% 0.41% 970 0 0.0% Q1 2026 May 15, 2026
Goelzer Investment Management, Inc. History Added to 19,610 1,201 0.06% 0.04% 971 +345 1.79% Q1 2026 Apr 09, 2026
Sequent Planning LLC History Added to 19,578 1,199 0.29% 0.21% 972 +875 4.68% Q1 2026 Apr 21, 2026
AAFMAA Wealth Management & Trust LLC History New 19,567 1,198 0.46% 973 +19,567 New Q1 2026 Apr 08, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 19,454 1,191 0.3% 0.2% 974 -400 -2.01% Q1 2026 May 08, 2026
Onyx Bridge Wealth Group LLC History Added to 19,439 1,190 0.13% 0.09% 975 +807 4.33% Q1 2026 Apr 22, 2026
NINE MASTS CAPITAL Ltd History New 192,700 1,187 0.17% 977 +192,700 New Q1 2026 May 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 19,392 1,187 0.06% 0.05% 976 -537 -2.69% Q1 2026 May 06, 2026
TRB Wealth Management, LLC History New 19,369 1,186 0.17% 978 +19,369 New Q1 2026 May 14, 2026
Mayflower Financial Advisors, LLC History Reduced 19,356 1,185 0.14% 0.11% 979 -122 -0.63% Q1 2026 Apr 23, 2026
Mechanics Bank Trust Department History Reduced 19,284 1,181 0.16% 0.12% 980 -1,071 -5.26% Q1 2026 Apr 09, 2026
Legacy Private Trust Co. History Added to 19,268 1,180 0.07% 0.04% 981 +4,730 32.54% Q1 2026 Apr 07, 2026
Chicago Partners Investment Group LLC History Reduced 20,854 1,179 0.03% 0.03% 982 -165 -0.79% Q1 2026 May 04, 2026
Innovative Asset Advisors Group, LLC History New 19,200 1,176 0.68% 983 +19,200 New Q1 2026 May 12, 2026
Quadrant Private Wealth Management, LLC History Added to 19,133 1,172 0.18% 0.11% 984 +3,449 21.99% Q1 2026 May 06, 2026
W.H. Cornerstone Investments Inc. History Reduced 19,145 1,172 0.73% 0.52% 985 -224 -1.16% Q1 2026 Apr 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 20,573 1,167 0.39% 0.37% 986 -4,468 -17.84% Q1 2026 Apr 28, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 19,040 1,166 0.07% 0.06% 988 -1,568 -7.61% Q1 2026 May 05, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 19,042 1,166 0.06% 0.05% 987 0 0.0% Q1 2026 Apr 13, 2026
Alpha Cubed Investments, LLC History No change 25,962 1,160 0.04% 0.04% 989 0 0.0% Q4 2025 Feb 03, 2026
Dana Investment Advisors, Inc. History Added to 18,921 1,159 0.03% 0.02% 990 +1,422 8.13% Q1 2026 May 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 18,925 1,159 1.19% 0.88% 991 -29 -0.15% Q1 2026 Apr 23, 2026
Markin Asset Management, LP History Added to 18,779 1,150 1.26% 0.71% 992 +4,233 29.1% Q1 2026 May 15, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Added to 18,697 1,145 0.18% 0.13% 993 +929 5.23% Q1 2026 May 14, 2026
J. Safra Sarasin Holding AG History Added to 18,677 1,144 0.02% 0.01% 994 +9,527 104.12% Q1 2026 May 04, 2026
D.B. Root & Company, LLC History Added to 18,658 1,142 0.27% 0.12% 995 +7,632 69.22% Q1 2026 May 12, 2026
Sherry Group, Inc. History Reduced 18,541 1,135 1.24% 1.14% 997 -5,578 -23.13% Q1 2026 May 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 18,542 1,135 0.02% 0.02% 996 -2,154 -10.41% Q1 2026 Apr 15, 2026
NVWM, LLC History Reduced 18,520 1,134 0.25% 0.19% 998 -1,427 -7.15% Q1 2026 Apr 27, 2026
PeakShares LLC History Reduced 18,400 1,127 1.03% 1.04% 1000 -5,412 -22.73% Q1 2026 May 05, 2026
BESSEMER GROUP INC History Added to 18,378 1,127 0.0% 0.0% 999 +446 2.49% Q1 2026 May 06, 2026
Wall Street Financial Group, Inc. History Added to 18,360 1,124 0.67% 0.58% 1002 +554 3.11% Q1 2026 May 05, 2026
HCR Wealth Advisors History Reduced 18,359 1,124 0.12% 0.08% 1001 -190 -1.02% Q1 2026 Apr 21, 2026
Spinnaker Investment Group, LLC History New 18,324 1,122 0.23% 1004 +18,324 New Q1 2026 Apr 08, 2026
OpenArc Corporate Advisory, LLC History Added to 18,331 1,122 0.02% 0.01% 1003 +3,231 21.4% Q1 2026 May 11, 2026
Rathbones Group PLC History New 18,296 1,120 0.0% 1005 +18,296 New Q1 2026 May 12, 2026
Connecticut Wealth Management, LLC History New 18,184 1,113 0.05% 1006 +18,184 New Q1 2026 Apr 30, 2026
Murphy & Mullick Capital Management Corp History Added to 18,157 1,112 0.82% 0.48% 1007 +3,155 21.03% Q1 2026 Apr 17, 2026
Betterment LLC History Added to 18,102 1,109 0.0% 0.0% 1008 +2,199 13.83% Q1 2026 May 14, 2026
Centennial Bank/AR/ History Added to 18,088 1,108 0.4% 0.29% 1009 +1,800 11.05% Q1 2026 May 06, 2026
AMERIFLEX GROUP, INC. History Reduced 18,092 1,108 0.56% 0.42% 1010 -162 -0.89% Q1 2026 May 15, 2026
Diversified Enterprises, LLC History Added to 18,027 1,104 0.06% 0.05% 1011 +144 0.81% Q1 2026 May 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 18,007 1,103 0.34% 0.08% 1012 +12,691 238.73% Q1 2026 May 13, 2026
Narus Financial Partners, LLC History Reduced 17,993 1,102 0.29% 0.23% 1013 -412 -2.24% Q1 2026 Apr 21, 2026
SeaCrest Wealth Management, LLC History Added to 17,979 1,101 0.12% 0.06% 1014 +3,785 26.67% Q1 2026 Apr 15, 2026
PRIVATE TRUST CO NA History Added to 17,960 1,100 0.1% 0.06% 1015 +1,480 8.98% Q1 2026 Apr 30, 2026
Wood Tarver Financial Group, LLC History Added to 17,917 1,097 0.3% 0.22% 1016 +17 0.09% Q1 2026 May 12, 2026
Lebenthal Global Advisors, LLC History Reduced 17,906 1,096 0.16% 0.14% 1017 -1,770 -9.0% Q1 2026 May 14, 2026
Northstar Advisory Group, LLC History Added to 17,880 1,095 0.41% 0.23% 1019 +3,596 25.18% Q1 2026 Apr 08, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 17,881 1,095 0.45% 0.36% 1018 -931 -4.95% Q1 2026 May 05, 2026
Parkside Financial Bank & Trust History Reduced 17,850 1,093 0.08% 0.07% 1020 -2,218 -11.05% Q1 2026 May 13, 2026
Trust Co History Reduced 17,718 1,085 0.1% 0.09% 1021 -2,821 -13.73% Q1 2026 Apr 13, 2026
LaSalle St. Investment Advisors, LLC History Added to 17,709 1,084 0.15% 0.13% 1022 +61 0.35% Q1 2026 May 08, 2026
WEALTH EFFECTS LLC History Added to 17,652 1,081 0.38% 0.24% 1023 +396 2.29% Q1 2026 Apr 21, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 17,644 1,080 0.06% 0.05% 1024 +7,627 76.14% Q1 2026 Apr 22, 2026
Birchcreek Wealth Management, LLC History Added to 17,629 1,079 0.52% 0.36% 1025 +1,435 8.86% Q1 2026 May 08, 2026
Autumn Glory Partners, LLC History Reduced 17,624 1,079 0.4% 0.29% 1026 -650 -3.56% Q1 2026 May 04, 2026
Cornerstone Planning Group LLC History Reduced 18,060 1,073 0.14% 0.15% 1027 -585 -3.14% Q1 2026 May 06, 2026
Redwood Financial Network Corp History Reduced 17,496 1,071 0.7% 0.51% 1028 -415 -2.32% Q1 2026 May 14, 2026
Savior LLC History New 17,447 1,068 3.81% 1029 +17,447 New Q1 2026 Apr 21, 2026
Darden Wealth Group Inc History Added to 17,384 1,064 0.54% 0.37% 1030 +141 0.82% Q1 2026 May 08, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 17,300 1,059 0.49% 0.35% 1031 +156 0.91% Q1 2026 May 05, 2026
JM2 Capital Inc. History Added to 17,276 1,058 0.88% 0.61% 1032 +208 1.22% Q1 2026 Apr 27, 2026
Resurgent Financial Advisors LLC History Added to 17,209 1,054 0.38% 0.28% 1033 +4,621 36.71% Q1 2026 May 12, 2026
Wedmont Private Capital History Added to 18,005 1,045 0.03% 0.03% 1034 +16 0.09% Q1 2026 Apr 09, 2026
Luminist Capital LLC History Reduced 17,050 1,044 1.39% 1.0% 1035 -1,179 -6.47% Q1 2026 Apr 24, 2026
ARS Investment Partners, LLC History Reduced 16,907 1,035 0.05% 0.06% 1036 -6,183 -26.78% Q1 2026 Apr 16, 2026
Gallacher Capital Management LLC History Reduced 16,888 1,034 0.4% 0.49% 1038 -11,604 -40.73% Q1 2026 May 05, 2026
Union Bancaire Privee, UBP SA History Added to 16,700 1,034 0.01% 0.01% 1037 +1,500 9.87% Q1 2026 Apr 22, 2026
TRITONPOINT WEALTH, LLC History Reduced 16,851 1,032 0.11% 0.09% 1039 -3,259 -16.21% Q1 2026 Apr 21, 2026
St. Johns Investment Management Company, LLC History Reduced 16,836 1,031 0.43% 0.32% 1041 -313 -1.83% Q1 2026 Apr 28, 2026
CADINHA & CO LLC History Reduced 16,832 1,031 0.19% 0.12% 1040 -98 -0.58% Q1 2026 May 11, 2026
VISTA INVESTMENT PARTNERS II, LLC History New 16,777 1,027 0.46% 1042 +16,777 New Q1 2026 Apr 23, 2026
WP Advisors, LLC History New 16,757 1,026 0.27% 1043 +16,757 New Q1 2026 May 04, 2026
Saxony Capital Management, LLC History New 16,739 1,025 0.59% 1044 +16,739 New Q1 2026 Apr 24, 2026
TrueWealth Advisors, LLC History Reduced 16,728 1,024 0.26% 0.2% 1045 -163 -0.97% Q1 2026 Apr 09, 2026
TRED AVON FAMILY WEALTH, LLC History No change 16,716 1,024 0.34% 0.24% 1046 0 0.0% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Reduced 16,703 1,023 0.03% 0.04% 1047 -8,424 -33.53% Q1 2026 May 15, 2026
C2C Wealth Management, LLC History No change 16,678 1,021 0.86% 0.63% 1048 0 0.0% Q1 2026 Apr 20, 2026
Meramec Financial Planners, LLC History Added to 18,530 1,020 0.4% 0.38% 1049 +116 0.63% Q1 2026 Apr 27, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 16,644 1,019 0.42% 0.31% 1050 -96 -0.57% Q1 2026 Apr 27, 2026
August Group Capital Ltd History Reduced 16,626 1,018 1.18% 0.85% 1052 -549 -3.2% Q1 2026 May 14, 2026
Sterling Investment Advisors, Ltd. History Reduced 16,624 1,018 0.18% 0.14% 1051 -51 -0.31% Q1 2026 May 04, 2026
Quadcap Wealth Management, LLC History Added to 16,584 1,015 0.12% 0.08% 1053 +74 0.45% Q1 2026 May 15, 2026
ROMAN BUTLER FULLERTON & CO History Added to 17,456 1,013 0.28% 0.06% 1054 +13,019 293.42% Q1 2026 Apr 30, 2026
FineMark National Bank & Trust History No change 22,672 1,013 0.03% 0.03% 1055 0 0.0% Q4 2025 Feb 12, 2026
Agate Pass Investment Management, LLC History Reduced 16,503 1,010 0.4% 0.31% 1056 -2,217 -11.84% Q1 2026 Apr 07, 2026
D. E. Shaw & Co., Inc. History New 16,440 1,007 0.0% 1058 +16,440 New Q1 2026 May 15, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 16,446 1,007 0.02% 0.01% 1057 +521 3.27% Q1 2026 May 15, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 16,384 1,003 0.08% 0.05% 1059 0 0.0% Q1 2026 May 08, 2026
MontVue Capital Management, Inc. History Reduced 16,305 998 0.68% 0.49% 1061 -82 -0.5% Q1 2026 Apr 16, 2026
Main Street Financial Solutions, LLC History No change 22,342 998 0.07% 0.07% 1060 0 0.0% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Added to 16,247 995 0.15% 0.1% 1062 +580 3.7% Q1 2026 May 06, 2026
INVESTMENT PARTNERS, LTD. History Added to 16,222 993 0.35% 0.25% 1063 +151 0.94% Q1 2026 May 05, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 16,105 986 0.3% 0.22% 1064 +376 2.39% Q1 2026 Apr 15, 2026
VPR Management LLC History No change 16,000 980 0.39% 0.32% 1065 0 0.0% Q1 2026 May 15, 2026
Tandem Wealth Advisors LLC History Reduced 15,949 977 0.44% 0.36% 1066 -2,250 -12.36% Q1 2026 May 06, 2026
Ipsen Advisor Group LLC History No change 21,822 975 0.69% 0.69% 1067 0 0.0% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 15,878 972 0.01% 0.0% 1068 +2,010 14.49% Q1 2026 May 12, 2026
Burford Brothers, Inc. History Added to 15,858 971 0.4% 0.28% 1069 +464 3.01% Q1 2026 Apr 27, 2026
Wealth Watch Advisors, INC History Added to 15,840 970 0.41% 0.01% 1071 +15,508 4671.08% Q1 2026 May 15, 2026
Global Assets Advisory, LLC History Added to 15,834 970 0.28% 0.2% 1070 +68 0.43% Q1 2026 May 01, 2026
LightSquare Wealth Management, LLC History New 15,798 967 0.72% 1073 +15,798 New Q1 2026 May 11, 2026
4WEALTH ADVISORS, INC. History Reduced 15,620 967 0.83% 0.61% 1072 -355 -2.22% Q1 2026 Apr 27, 2026
NBC SECURITIES, INC. History Added to 15,766 965 0.07% 0.05% 1074 +507 3.32% Q1 2026 Apr 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 15,722 963 0.07% 0.05% 1075 +100 0.64% Q1 2026 Apr 28, 2026
GR FINANCIAL GROUP, LLC History New 15,713 962 0.32% 1076 +15,713 New Q1 2026 May 11, 2026
Bluesphere Advisors LLC History New 15,678 960 0.34% 1077 +15,678 New Q1 2026 Apr 22, 2026
SYKON CAPITAL LLC History New 15,668 959 0.32% 1078 +15,668 New Q1 2026 Apr 22, 2026
Continuum Advisory, LLC History New 15,641 958 0.09% 1080 +15,641 New Q1 2026 Apr 22, 2026
Williams Jones Wealth Management, LLC. History No change 15,642 958 0.01% 0.01% 1079 0 0.0% Q1 2026 May 05, 2026
Capital Advisor Network LLC History New 15,569 953 1.12% 1081 +15,569 New Q1 2026 May 13, 2026
Sanchez Gaunt Capital Management, LLC History New 15,543 952 0.59% 1083 +15,543 New Q1 2026 Apr 14, 2026
Factor Wealth Management LTD History Reduced 15,547 952 0.18% 0.16% 1082 -559 -3.47% Q1 2026 Apr 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 15,524 951 0.02% 0.01% 1084 +4,775 44.42% Q1 2026 Apr 20, 2026
Wealth Management Associates, Inc. History Added to 15,512 950 0.33% 0.08% 1085 +10,067 184.89% Q1 2026 May 13, 2026
Constitution Capital LLC History Reduced 15,480 948 0.47% 0.34% 1087 -596 -3.71% Q1 2026 Apr 08, 2026
Principle Wealth Partners LLC History No change 15,479 948 0.05% 0.04% 1086 0 0.0% Q1 2026 May 07, 2026
Nicholas Hoffman & Company, LLC. History Added to 15,434 945 0.02% 0.02% 1088 +527 3.54% Q1 2026 Apr 29, 2026
Symphony Financial, Ltd. Co. History Added to 15,150 944 0.13% 0.08% 1089 +1,220 8.76% Q1 2026 Apr 30, 2026
Sageworth Trust Co History No change 15,384 942 0.04% 0.03% 1090 0 0.0% Q1 2026 Apr 29, 2026
One Charles Private Wealth Services, LLC History Reduced 15,345 940 0.24% 0.18% 1091 -343 -2.19% Q1 2026 May 07, 2026
AdvisorNet Financial, Inc History Added to 15,330 939 0.05% 0.03% 1092 +1,641 11.99% Q1 2026 Apr 17, 2026
STOCK YARDS BANK & TRUST CO History Added to 15,301 937 0.03% 0.02% 1093 +545 3.69% Q1 2026 Apr 24, 2026
DEUTSCHE BANK AG\ History Reduced 15,264 935 0.0% 0.0% 1094 -15,430 -50.27% Q1 2026 May 06, 2026
Argyle Capital Partners, LLC History Added to 15,251 934 0.67% 0.49% 1095 +91 0.6% Q1 2026 May 07, 2026
PURSUE WEALTH PARTNERS LLC History Added to 15,174 930 0.56% 0.12% 1097 +9,620 173.21% Q1 2026 Apr 08, 2026
Mission Creek Capital Partners, Inc. History Added to 15,185 930 0.19% 0.13% 1096 +342 2.3% Q1 2026 May 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 15,162 928 0.01% 0.01% 1098 -7,071 -31.8% Q1 2026 May 13, 2026
Granite FO LLC History No change 15,140 927 0.55% 0.36% 1099 0 0.0% Q1 2026 May 12, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 15,074 923 0.06% 0.05% 1101 -3,811 -20.18% Q1 2026 May 13, 2026
Leo Wealth, LLC History Added to 15,081 923 0.07% 0.05% 1100 +457 3.13% Q1 2026 May 05, 2026
ACCREDITED INVESTOR SERVICES, LLC History Added to 15,001 918 0.59% 0.42% 1102 +927 6.59% Q1 2026 Apr 21, 2026
HUB Investment Partners, LLC History Added to 14,975 917 0.02% 0.02% 1103 +967 6.9% Q1 2026 May 15, 2026
Glen Eagle Advisors, LLC History Reduced 14,964 916 0.13% 0.11% 1104 -3,479 -18.86% Q1 2026 May 15, 2026
Greenwich Wealth Management LLC History Reduced 14,938 915 0.04% 0.04% 1105 -3,797 -20.27% Q1 2026 May 12, 2026
TCP Asset Management, LLC History Added to 14,942 915 0.12% 0.09% 1106 +3,518 30.79% Q1 2026 Apr 10, 2026
SPINNAKER TRUST History No change 14,910 913 0.05% 0.04% 1107 0 0.0% Q1 2026 Apr 23, 2026
FULTON BANK, N.A. History Added to 14,900 912 0.03% 0.02% 1108 +130 0.88% Q1 2026 Apr 24, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History New 15,311 910 0.68% 1109 +15,311 New Q1 2026 May 05, 2026
Wealthspire Retirement, LLC History Reduced 14,812 907 0.05% 0.04% 1111 -210 -1.4% Q1 2026 May 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 14,814 907 0.1% 0.07% 1110 0 0.0% Q1 2026 May 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 14,733 902 0.68% 0.52% 1112 +704 5.02% Q1 2026 Apr 27, 2026
Madison Wealth Partners, Inc History Added to 14,723 901 0.14% 0.08% 1114 +4,741 47.5% Q1 2026 Apr 30, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 14,712 901 0.59% 0.44% 1113 -661 -4.3% Q1 2026 Apr 28, 2026
SIGNATUREFD, LLC History Added to 14,702 900 0.01% 0.01% 1115 +1,112 8.18% Q1 2026 Apr 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 14,695 900 0.02% 0.01% 1116 +575 4.07% Q1 2026 May 07, 2026
Avantax Planning Partners, Inc. History Added to 14,679 899 0.02% 0.02% 1117 +404 2.83% Q1 2026 May 04, 2026
Invst, LLC History Reduced 14,636 896 0.1% 0.09% 1118 -3,701 -20.18% Q1 2026 May 13, 2026
BFSG, LLC History Reduced 14,625 895 0.08% 0.07% 1120 -1,969 -11.87% Q1 2026 Apr 28, 2026
Windsor Capital Management, LLC History Reduced 14,612 895 0.25% 0.2% 1119 -1,955 -11.8% Q1 2026 Apr 10, 2026
Prosperity Consulting Group, LLC History Reduced 14,612 895 0.04% 0.03% 1121 -157 -1.06% Q1 2026 May 05, 2026
PACIFIC SUN FINANCIAL CORP History Added to 14,432 884 0.43% 0.29% 1122 +934 6.92% Q1 2026 May 07, 2026
HBK Sorce Advisory LLC History Reduced 15,864 883 0.02% 0.02% 1123 -2,875 -15.34% Q1 2026 May 11, 2026
Sage Investment Advisers LLC History Reduced 14,956 881 0.65% 0.53% 1124 -882 -5.57% Q1 2026 Apr 10, 2026
Loudon Investment Management, LLC History Reduced 14,356 879 0.47% 0.35% 1125 -792 -5.23% Q1 2026 May 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 14,293 875 0.15% 0.1% 1126 +864 6.43% Q1 2026 Apr 21, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 14,281 874 0.02% 0.01% 1127 -402 -2.74% Q1 2026 May 01, 2026
Rehmann Capital Advisory Group History Reduced 14,267 872 0.05% 0.03% 1128 -302 -2.07% Q1 2026 May 15, 2026
Kessler Investment Group, LLC History Reduced 14,219 871 0.41% 0.31% 1130 -2,036 -12.53% Q1 2026 Apr 10, 2026
Tyche Wealth Partners LLC History Added to 14,226 871 0.13% 0.09% 1131 +1,304 10.09% Q1 2026 May 06, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 14,219 871 0.41% 0.3% 1129 -11 -0.08% Q1 2026 Apr 20, 2026
Soltis Investment Advisors LLC History Reduced 14,156 867 0.05% 0.05% 1132 -1,809 -11.33% Q1 2026 Apr 27, 2026
Golden State Wealth Management, LLC History Reduced 14,147 866 0.09% 0.07% 1133 -912 -6.06% Q1 2026 Apr 28, 2026
KFA Private Wealth Group, LLC History Reduced 14,123 865 0.21% 0.16% 1135 -426 -2.93% Q1 2026 Apr 20, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 14,130 865 0.02% 0.01% 1134 -226 -1.57% Q1 2026 May 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 14,084 862 0.38% 0.47% 1136 -9,072 -39.18% Q1 2026 Apr 15, 2026
Sloy Dahl & Holst, LLC History Reduced 14,073 862 0.12% 0.08% 1137 -665 -4.51% Q1 2026 May 13, 2026
Demars Financial Group, LLC History Reduced 14,021 858 0.28% 0.22% 1138 -606 -4.14% Q1 2026 Apr 29, 2026
Glenview Trust Co History Reduced 13,942 854 0.01% 0.01% 1139 -378 -2.64% Q1 2026 May 08, 2026
Keystone Wealth Services, LLC History Added to 13,921 852 0.18% 0.05% 1140 +8,963 180.78% Q1 2026 May 13, 2026
Empower Advisory Group, LLC History Reduced 13,921 852 0.0% 0.0% 1141 -1,243 -8.2% Q1 2026 May 14, 2026
Cornerstone Select Advisors, LLC History New 13,901 851 0.53% 1142 +13,901 New Q1 2026 May 13, 2026
Diligent Investors, LLC History Reduced 13,804 845 0.21% 0.16% 1143 -500 -3.5% Q1 2026 Apr 15, 2026
Sound View Wealth Advisors Group, LLC History Added to 13,764 843 0.06% 0.04% 1144 +28 0.2% Q1 2026 May 06, 2026
VestGen Investment Management History New 13,746 842 0.46% 1146 +13,746 New Q1 2026 May 12, 2026
Discipline Wealth Solutions, LLC History Added to 13,761 842 0.09% 0.07% 1145 +4,965 56.45% Q1 2026 Apr 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 13,736 841 0.04% 0.05% 1147 -4,954 -26.51% Q1 2026 May 07, 2026
Summerhill Capital Management lnc. History New 13,686 838 0.73% 1148 +13,686 New Q1 2026 Apr 22, 2026
COURIER CAPITAL LLC History Reduced 13,654 836 0.05% 0.03% 1149 -293 -2.1% Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Added to 13,639 835 0.05% 0.03% 1151 +3,252 31.31% Q1 2026 May 15, 2026
ADIRONDACK TRUST CO History Reduced 13,635 835 0.28% 0.21% 1150 -609 -4.28% Q1 2026 Apr 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,604 833 0.05% 0.04% 1152 0 0.0% Q1 2026 Apr 14, 2026
RiverGlades Family Offices LLC History New 13,507 827 0.49% 1153 +13,507 New Q1 2026 May 13, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 13,480 825 0.19% 0.14% 1154 -370 -2.67% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History Reduced 13,458 824 0.08% 0.06% 1155 -112 -0.83% Q1 2026 May 08, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 13,415 821 0.08% 0.05% 1156 +1,523 12.81% Q1 2026 Apr 30, 2026
Alchemi Wealth, LLC History Added to 13,286 813 0.45% 0.32% 1157 +201 1.54% Q1 2026 May 07, 2026
Arlington Capital Management, Inc. History New 13,258 812 0.46% 1158 +13,258 New Q1 2026 May 01, 2026
Brookwood Investment Group LLC History Reduced 13,226 810 0.1% 0.09% 1159 -4,093 -23.63% Q1 2026 May 04, 2026
Brindle & Bay Financial Advisors, LLC History New 13,199 808 0.5% 1160 +13,199 New Q1 2026 May 04, 2026
OneAscent Financial Services LLC History Added to 13,167 806 0.04% 0.02% 1161 +7,796 145.15% Q1 2026 Apr 21, 2026
Roberts Wealth Advisors, LLC History Added to 13,162 806 0.2% 0.15% 1162 +188 1.45% Q1 2026 Apr 07, 2026
ARMISTICE CAPITAL, LLC History New 13,114 803 0.01% 1164 +13,114 New Q1 2026 May 15, 2026
Bay Capital Advisors, LLC History Reduced 13,121 803 0.49% 0.38% 1163 -678 -4.91% Q1 2026 Apr 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 13,096 802 0.08% 0.06% 1165 0 0.0% Q1 2026 Apr 27, 2026
TrustWell Financial Advisors, LLC History Added to 13,066 800 0.75% 0.51% 1167 +1,206 10.17% Q1 2026 May 07, 2026
Empire Financial Management Company, LLC History No change 13,070 800 0.18% 0.13% 1166 0 0.0% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 13,058 799 0.0% 0.0% 1168 -120 -0.91% Q1 2026 May 13, 2026
First Command Advisory Services, Inc. History Added to 13,020 797 0.01% 0.0% 1169 +92 0.71% Q1 2026 May 07, 2026
NORDEN GROUP LLC History Added to 13,001 796 0.08% 0.06% 1170 +93 0.72% Q1 2026 Apr 15, 2026
Welch Group, LLC History Reduced 12,937 792 0.03% 0.03% 1171 -1,676 -11.47% Q1 2026 Apr 21, 2026
RMR Wealth Builders History Added to 12,942 792 0.06% 0.04% 1172 +869 7.2% Q1 2026 Apr 22, 2026
Sovereign Financial Group, Inc. History Reduced 12,912 790 0.14% 0.11% 1173 -1,737 -11.86% Q1 2026 Apr 17, 2026
Pavion Blue Capital, LLC History Reduced 12,890 789 0.34% 0.28% 1174 -2,278 -15.02% Q1 2026 May 06, 2026
Mason & Associates Inc History Reduced 12,736 789 0.15% 0.11% 1175 -288 -2.21% Q1 2026 Apr 30, 2026
Beacon Financial Advisory LLC History Reduced 12,817 785 0.18% 0.14% 1176 -393 -2.98% Q1 2026 Apr 27, 2026
Strait & Sound Wealth Management LLC History Added to 12,750 781 0.29% 0.19% 1177 +1,457 12.9% Q1 2026 May 18, 2026
Stamos Capital Partners, L.P. History Reduced 12,735 780 0.12% 0.26% 1179 -22,876 -64.24% Q1 2026 May 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 12,738 780 0.03% 0.02% 1178 -177 -1.37% Q1 2026 Apr 30, 2026
Waterloo Capital, L.P. History New 12,731 779 0.05% 1180 +12,731 New Q1 2026 May 12, 2026
Legacy Capital Wealth Partners, LLC History Added to 12,696 777 0.16% 0.11% 1181 +1,384 12.23% Q1 2026 May 15, 2026
WESBANCO BANK INC History Added to 12,667 775 0.02% 0.01% 1182 +2,097 19.84% Q1 2026 Apr 21, 2026
Ballew Advisors, Inc History Added to 13,415 769 0.43% 0.35% 1183 +215 1.63% Q1 2026 Apr 10, 2026
Legacy PCG, LLC History Reduced 12,529 767 4.12% 1.2% 1185 -30,819 -71.1% Q1 2026 May 15, 2026
Lodestone Wealth Management LLC History Added to 12,525 767 0.3% 0.22% 1184 +693 5.86% Q1 2026 May 01, 2026
COWA, LLC History No change 12,520 766 0.21% 0.17% 1186 0 0.0% Q1 2026 May 14, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 12,444 762 0.02% 0.01% 1187 -3,640 -22.63% Q1 2026 May 15, 2026
Meadowbrook Wealth Management, LLC History Added to 12,441 762 1.01% 0.48% 1188 +3,111 33.34% Q1 2026 Apr 14, 2026
Asset One Wealth Management LLC History Reduced 13,647 762 0.08% 0.1% 1189 -1,020 -6.95% Q1 2026 May 12, 2026
SeaBridge Investment Advisors LLC History Reduced 12,338 755 0.13% 0.09% 1190 -16 -0.13% Q1 2026 Apr 28, 2026
Redwood Wealth Management Group, LLC History Added to 12,321 754 0.33% 0.17% 1191 +3,332 37.07% Q1 2026 Apr 24, 2026
Insight Advisors, LLC/ PA History Reduced 12,272 751 0.14% 0.08% 1192 -192 -1.54% Q1 2026 May 11, 2026
TCTC Holdings, LLC History Reduced 12,210 747 0.02% 0.02% 1193 -800 -6.15% Q1 2026 May 07, 2026
LRI Investments, LLC History No change 12,208 747 0.07% 0.04% 1194 0 0.0% Q1 2026 Apr 30, 2026
First Citizens Financial Corp History Reduced 12,161 744 0.35% 0.27% 1195 -3 -0.02% Q1 2026 Apr 07, 2026
Venture Visionary Partners LLC History Reduced 12,093 740 0.02% 0.02% 1197 -564 -4.46% Q1 2026 May 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 12,076 740 0.1% 0.07% 1196 -250 -2.03% Q1 2026 May 15, 2026
CHICAGO TRUST Co NA History No change 12,016 736 0.12% 0.08% 1198 0 0.0% Q1 2026 Apr 24, 2026
Mathes Company, Inc. History No change 12,000 735 0.27% 0.19% 1199 0 0.0% Q1 2026 May 08, 2026
GLOBALT Investments LLC / GA History Added to 11,901 729 0.03% 0.02% 1200 +314 2.71% Q1 2026 May 15, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 11,888 728 0.25% 0.2% 1201 -836 -6.57% Q1 2026 Apr 27, 2026
IPG Investment Advisors LLC History Reduced 11,859 726 0.12% 0.1% 1202 -1,429 -10.75% Q1 2026 May 12, 2026
Modera Wealth Management, LLC History Added to 11,827 724 0.01% 0.01% 1203 +1,838 18.4% Q1 2026 May 06, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 11,785 721 0.2% 0.13% 1204 +950 8.77% Q1 2026 May 08, 2026
Boreal Capital Management LLC History Added to 11,770 721 0.59% 0.38% 1205 +390 3.43% Q1 2026 May 14, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 11,739 719 0.05% 0.02% 1207 +3,266 38.55% Q1 2026 Apr 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 11,748 719 0.03% 0.02% 1206 -210 -1.76% Q1 2026 May 11, 2026
Cyndeo Wealth Partners, LLC History Added to 11,736 718 0.04% 0.03% 1208 +167 1.44% Q1 2026 Apr 13, 2026
Weaver Consulting Group History Added to 11,699 716 0.17% 0.12% 1209 +261 2.28% Q1 2026 May 15, 2026
Narwhal Capital Management History Reduced 11,678 715 0.05% 0.04% 1210 -3 -0.03% Q1 2026 Apr 23, 2026
ABBINGTON INVESTMENT GROUP History Reduced 11,660 714 0.42% 0.42% 1212 -2,154 -15.59% Q1 2026 Apr 21, 2026
Hudson Value Partners, LLC History No change 11,670 714 0.21% 0.16% 1211 0 0.0% Q1 2026 Apr 14, 2026
Bank of Marin History Reduced 11,654 713 0.52% 0.36% 1213 -96 -0.82% Q1 2026 May 14, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 11,620 711 0.05% 0.04% 1214 +40 0.35% Q1 2026 Apr 20, 2026
Allie Family Office LLC History Reduced 11,586 709 0.31% 0.32% 1216 -3,900 -25.18% Q1 2026 May 13, 2026
KG Capital Management History Reduced 11,577 709 0.51% 0.15% 1215 -1,618 -12.26% Q1 2026 Apr 22, 2026
Silver Grove Financial Group, Inc. History Added to 11,561 708 0.57% 0.45% 1218 +6 0.05% Q1 2026 May 15, 2026
Pathway Financial Advisors LLC History No change 11,950 708 0.09% 0.07% 1217 0 0.0% Q1 2026 Apr 07, 2026
Synergy Asset Management, LLC History New 11,554 707 0.08% 1219 +11,554 New Q1 2026 May 13, 2026
Segment Wealth Management, LLC History New 11,500 704 0.04% 1220 +11,500 New Q1 2026 Apr 20, 2026
M Holdings Securities, Inc. History Reduced 12,206 700 0.05% 0.04% 1221 -1,815 -12.94% Q1 2026 May 12, 2026
Elser Financial Planning, Inc History New 11,600 697 0.03% 1224 +11,600 New Q1 2026 Apr 15, 2026
Medallion Wealth Advisors, LLC History Added to 11,380 697 0.23% 0.13% 1223 +2,864 33.63% Q1 2026 Apr 24, 2026
GEM Asset Management, LLC History Added to 11,380 697 0.31% 0.23% 1222 +72 0.64% Q1 2026 Apr 10, 2026
Hexagon Capital Partners LLC History Added to 11,345 694 0.1% 0.09% 1225 +145 1.29% Q1 2026 May 04, 2026
Badgley Phelps Wealth Managers, LLC History Added to 11,320 693 0.01% 0.01% 1228 +4,260 60.34% Q1 2026 Apr 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,326 693 0.0% 0.0% 1226 0 0.0% Q1 2026 May 14, 2026
Carlson Capital, L.P. History No change 15,500 693 0.25% 0.25% 1227 0 0.0% Q4 2025 Feb 03, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 11,322 693 0.39% 0.32% 1229 0 0.0% Q1 2026 Apr 16, 2026
Legacy Capital Group California, Inc. History Added to 11,304 692 0.26% 0.1% 1231 +2,025 21.82% Q1 2026 May 04, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 11,305 692 0.17% 0.15% 1230 -745 -6.18% Q1 2026 Apr 29, 2026
Interchange Capital Partners, LLC History Reduced 7,962 687 0.22% 0.1% 1233 -4,576 -36.5% Q1 2026 Apr 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 11,990 687 0.11% 0.08% 1232 +239 2.03% Q1 2026 Apr 16, 2026
Clear Harbor Asset Management, LLC History New 11,206 686 0.05% 1234 +11,206 New Q1 2026 May 05, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 11,195 685 0.01% 1235 +11,195 New Q1 2026 Apr 24, 2026
Beacon Capital Management, Inc. History Reduced 11,179 684 0.04% 0.09% 1236 -24,535 -68.7% Q1 2026 May 08, 2026
FAS Wealth Partners, Inc. History No change 15,296 683 0.04% 0.04% 1237 0 0.0% Q4 2025 Feb 18, 2026
Berger Financial Group, Inc History Reduced 11,148 682 0.04% 0.04% 1238 -3,535 -24.08% Q1 2026 Apr 28, 2026
Lighthouse Wealth Management Inc. History Added to 11,139 682 0.46% 0.33% 1239 +304 2.81% Q1 2026 Apr 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 11,102 680 0.05% 0.02% 1241 +4,182 60.43% Q1 2026 Apr 21, 2026
Lumbard & Kellner, LLC History Added to 11,110 680 0.24% 0.17% 1240 +252 2.32% Q1 2026 May 15, 2026
Successful Portfolios LLC History Reduced 11,005 679 0.37% 0.28% 1242 -620 -5.33% Q1 2026 Apr 13, 2026
Disciplined Investments, LLC History No change 11,086 679 0.24% 0.19% 1243 0 0.0% Q1 2026 May 12, 2026
Peak Asset Management, LLC History No change 11,062 677 0.12% 0.08% 1244 0 0.0% Q1 2026 May 14, 2026
Helium Advisors LLC History Added to 11,032 675 0.64% 0.25% 1245 +5,617 103.73% Q1 2026 May 05, 2026
Fort Sheridan Advisors LLC History Added to 10,999 673 0.08% 0.06% 1246 +766 7.49% Q1 2026 May 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 10,958 671 0.2% 0.12% 1247 +2,365 27.52% Q1 2026 Apr 06, 2026
Astoria Portfolio Advisors LLC. History Reduced 11,803 670 0.14% 0.19% 1248 -3,381 -22.27% Q1 2026 Apr 28, 2026
True Vision MN LLC History Reduced 10,918 668 0.34% 0.3% 1249 -2,313 -17.48% Q1 2026 Apr 16, 2026
MBL Wealth, LLC History No change 10,900 667 0.05% 0.04% 1250 0 0.0% Q1 2026 Apr 28, 2026
Finivi Inc. History Added to 10,865 665 0.36% 0.26% 1251 +880 8.81% Q1 2026 Apr 10, 2026
Poehling Capital Management, INC. History Added to 10,824 663 0.14% 0.05% 1252 +5,308 96.23% Q1 2026 Apr 21, 2026
Lewis Asset Management, LLC History Reduced 10,829 663 0.27% 0.2% 1253 -215 -1.95% Q1 2026 Apr 21, 2026
Obermeyer Wealth Partners History No change 10,800 661 0.03% 0.02% 1254 0 0.0% Q1 2026 Apr 20, 2026
Wealthcare Capital Partners, LLC History Added to 10,755 658 0.31% 0.22% 1255 +167 1.58% Q1 2026 Apr 15, 2026
Composition Wealth, LLC History Reduced 10,727 657 0.01% 0.01% 1256 -543 -4.82% Q1 2026 Apr 08, 2026
NIXON PEABODY TRUST CO History No change 10,652 652 0.05% 0.04% 1257 0 0.0% Q1 2026 Apr 27, 2026
Cadence Bank History No change 14,546 650 0.04% 0.04% 1258 0 0.0% Q4 2025 Jan 30, 2026
Apella Capital, LLC History Added to 11,761 647 0.01% 0.01% 1259 +5,207 79.45% Q1 2026 Apr 20, 2026
CENTRAL BANK & TRUST CO History Added to 10,557 646 0.1% 0.05% 1260 +3,742 54.91% Q1 2026 Apr 07, 2026
Next Level Private LLC History Reduced 10,542 645 0.15% 0.12% 1263 -91 -0.86% Q1 2026 Apr 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 10,544 645 0.04% 0.03% 1262 +1 0.01% Q1 2026 Apr 16, 2026
WULFF, HANSEN & CO. History No change 10,540 645 0.66% 0.4% 1261 0 0.0% Q1 2026 May 07, 2026
Towerpoint Wealth, LLC History Added to 10,458 640 0.26% 0.18% 1264 +211 2.06% Q1 2026 Apr 08, 2026
EFG International AG History Reduced 10,434 639 0.01% 0.03% 1265 -29,924 -74.15% Q1 2026 May 15, 2026
Madrid Wealth Management, LLC History Reduced 10,404 637 0.48% 0.39% 1266 -460 -4.23% Q1 2026 Apr 21, 2026
Auour Investments LLC History Added to 10,313 631 0.2% 0.14% 1267 +650 6.73% Q1 2026 Apr 20, 2026
Mascagni Wealth Management, Inc. History Added to 10,296 630 0.45% 0.34% 1268 +6 0.06% Q1 2026 May 19, 2026
MBE Wealth Management, LLC History Added to 10,277 629 0.26% 0.1% 1269 +4,718 84.87% Q1 2026 Apr 21, 2026
Creekside Partners History No change 10,262 628 0.26% 0.19% 1270 0 0.0% Q1 2026 Apr 21, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 10,244 627 0.0% 0.0% 1271 -36 -0.35% Q1 2026 May 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 10,210 625 0.06% 1273 +10,210 New Q1 2026 Apr 30, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 10,219 625 0.13% 0.11% 1272 -474 -4.43% Q1 2026 Apr 15, 2026
GM Advisory Group, LLC History Added to 10,159 622 0.02% 0.01% 1274 +2,737 36.88% Q1 2026 Apr 28, 2026
Teamwork Financial Advisors, LLC History Added to 10,146 621 0.07% 0.04% 1276 +2,124 26.48% Q1 2026 Apr 09, 2026
HOLDERNESS INVESTMENTS CO History Added to 10,145 621 0.12% 0.09% 1275 +111 1.11% Q1 2026 May 12, 2026
Selective Wealth Management, Inc. History Added to 10,506 620 0.18% 0.16% 1277 +5 0.05% Q1 2026 Apr 30, 2026
Chatterton & Associates Inc. History Added to 10,777 617 0.43% 0.24% 1278 +4,590 74.19% Q1 2026 Apr 20, 2026
EHP Funds Inc. History No change 13,800 616 1.41% 1.41% 1279 0 0.0% Q4 2025 Feb 12, 2026
WEBSTER BANK, N. A. History Added to 10,028 614 0.06% 0.01% 1280 +7,100 242.49% Q1 2026 Apr 17, 2026
Circle Wealth Management, LLC History Added to 10,035 614 0.01% 0.01% 1281 +9 0.09% Q1 2026 May 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 10,010 613 0.07% 0.16% 1282 -22,444 -69.16% Q1 2026 May 05, 2026
LuminArx Capital Management LP History Reduced 10,000 612 0.45% 0.48% 1284 -100,000 -90.91% Q1 2026 May 14, 2026
Eurizon Asset Management Hungary Ltd. History New 10,000 612 0.66% 1285 +10,000 New Q1 2026 May 07, 2026
Wealth Care LLC History New 10,000 612 0.54% 1286 +10,000 New Q1 2026 Apr 24, 2026
Sage Mountain Advisors LLC History Added to 10,005 612 0.04% 0.02% 1283 +488 5.13% Q1 2026 May 11, 2026
Apex Wealth Management, LLC History New 9,944 609 0.42% 1287 +9,944 New Q1 2026 Apr 15, 2026
Bauman Advisory Group, LLC History Added to 9,922 607 0.43% 0.34% 1290 +522 5.55% Q1 2026 May 06, 2026
Northwest Bancshares, Inc. History Reduced 9,910 607 0.12% 0.09% 1288 -440 -4.25% Q1 2026 May 12, 2026
PSI Advisors, LLC History Reduced 9,911 607 0.15% 0.11% 1289 -323 -3.16% Q1 2026 May 14, 2026
Palumbo Wealth Management LLC History Reduced 9,898 606 0.15% 0.11% 1291 -89 -0.89% Q1 2026 May 12, 2026
Allegheny Financial Group History Added to 9,885 605 0.08% 0.07% 1292 +42 0.43% Q1 2026 Apr 16, 2026
Royal Fund Management, LLC History Reduced 9,873 604 0.06% 0.04% 1294 -449 -4.35% Q1 2026 May 19, 2026
Windsor Advisory Group, LLC History Reduced 9,860 604 0.5% 0.41% 1293 -323 -3.17% Q1 2026 May 15, 2026
Klingman & Associates, LLC History Added to 9,848 603 0.03% 0.01% 1295 +5,150 109.62% Q1 2026 May 14, 2026
CAPE ANN SAVINGS BANK History Added to 9,812 601 0.3% 0.22% 1296 +94 0.97% Q1 2026 Apr 27, 2026
Brick & Kyle, Associates History No change 13,440 601 0.21% 0.21% 1297 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History No change 13,451 601 0.01% 0.01% 1298 0 0.0% Q1 2026 Apr 21, 2026
Roxbury Financial LLC History Added to 9,808 600 0.54% 0.39% 1299 +50 0.51% Q1 2026 Apr 17, 2026
Spartan Wealth Advisory Services LLC History New 9,786 599 0.05% 1301 +9,786 New Q1 2026 May 06, 2026
First National Bank of Hutchinson History Reduced 9,784 599 0.38% 0.29% 1300 -1,438 -12.81% Q1 2026 May 04, 2026
Essex Financial Services, Inc. History Added to 9,696 593 0.03% 0.02% 1302 +859 9.72% Q1 2026 Apr 24, 2026
Commonwealth Financial Services, LLC History Added to 9,679 592 0.09% 0.07% 1303 +226 2.39% Q1 2026 May 07, 2026
Northstar Group, Inc. History Added to 9,568 586 0.08% 0.06% 1304 +12 0.13% Q1 2026 Apr 28, 2026
RPG Investment Advisory, LLC History Reduced 9,557 585 0.07% 0.05% 1305 -138 -1.42% Q1 2026 May 14, 2026
Argent Trust Co History Reduced 9,506 582 0.02% 0.02% 1307 -1,016 -9.66% Q1 2026 May 13, 2026
HANOVER ADVISORS INC History Reduced 9,510 582 0.24% 0.17% 1306 -317 -3.23% Q1 2026 May 07, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 9,498 581 0.17% 0.13% 1308 -907 -8.72% Q1 2026 May 14, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 9,465 579 0.17% 0.12% 1309 0 0.0% Q1 2026 Apr 28, 2026
Ascent Group, LLC History New 9,449 578 0.02% 1311 +9,449 New Q1 2026 May 15, 2026
MEANS INVESTMENT CO., INC. History Added to 9,440 578 0.05% 0.02% 1310 +3,710 64.75% Q1 2026 Apr 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 9,416 576 0.01% 0.01% 1312 +471 5.27% Q1 2026 May 08, 2026
Shulman DeMeo Asset Management LLC History Reduced 9,402 575 0.12% 0.1% 1313 -65 -0.69% Q1 2026 Apr 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 9,378 574 0.04% 0.01% 1314 +4,568 94.97% Q1 2026 Apr 20, 2026
ALEXANDER LABRUNERIE & CO., INC. History Added to 9,344 572 0.21% 0.15% 1316 +173 1.89% Q1 2026 May 18, 2026
COZAD ASSET MANAGEMENT INC History No change 12,794 572 0.04% 0.04% 1315 0 0.0% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 9,331 571 0.0% 0.02% 1317 -157,594 -94.41% Q1 2026 May 13, 2026
Shepherd Financial Partners LLC History Added to 9,279 568 0.05% 0.04% 1318 +162 1.78% Q1 2026 May 11, 2026
MATHER GROUP, LLC. History Added to 9,230 565 0.01% 0.0% 1319 +2,246 32.16% Q1 2026 Apr 13, 2026
Mayfair Advisory Group, LLC History Added to 9,198 563 0.2% 0.16% 1320 +3 0.03% Q1 2026 Apr 21, 2026
MMA ASSET MANAGEMENT LLC History Reduced 9,142 560 0.2% 0.15% 1322 -266 -2.83% Q1 2026 Apr 08, 2026
Advance Capital Management, Inc. History Added to 9,147 560 0.02% 0.02% 1321 +14 0.15% Q1 2026 Apr 29, 2026
Shoker Investment Counsel, Inc. History Added to 9,131 559 0.17% 0.12% 1323 +6 0.07% Q1 2026 May 11, 2026
Pinnacle Bancorp, Inc. History Reduced 9,139 559 0.16% 0.12% 1324 -3 -0.03% Q1 2026 Apr 22, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 9,108 557 0.17% 0.08% 1325 +614 7.23% Q1 2026 May 12, 2026
Premier Private Wealth Management LLC History Added to 9,084 556 0.59% 0.43% 1327 +695 8.28% Q1 2026 May 07, 2026
Objective Capital Management, LLC History Added to 9,087 556 0.56% 0.4% 1326 +313 3.57% Q1 2026 May 04, 2026
KERR FINANCIAL PLANNING Corp History Reduced 9,555 552 0.68% 1.03% 1331 -2,987 -23.82% Q1 2026 Apr 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 9,011 552 0.02% 0.01% 1328 +1,889 26.52% Q1 2026 Apr 23, 2026
Hyundai Investments Co., Ltd. History Added to 8,913 552 0.62% 0.37% 1329 +547 6.54% Q1 2026 May 15, 2026
Key Client Fiduciary Advisors, LLC History Added to 9,025 552 0.19% 0.14% 1330 +21 0.23% Q1 2026 Apr 09, 2026
Seelaus Asset Management LLC History Added to 8,990 550 0.4% 0.3% 1333 +562 6.67% Q1 2026 Apr 29, 2026
Annex Advisory Services, LLC History Reduced 8,981 550 0.01% 0.01% 1332 -449 -4.76% Q1 2026 Apr 16, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 8,900 545 0.02% 0.02% 1334 -590 -6.22% Q1 2026 May 12, 2026
Jacobs Equity LLC History Reduced 8,889 544 0.49% 0.39% 1335 -221 -2.43% Q1 2026 May 14, 2026
Quartz Partners, LLC History New 8,868 543 0.21% 1338 +8,868 New Q1 2026 May 05, 2026
North Star Investment Management Corp. History Added to 8,868 543 0.03% 0.02% 1337 +3,073 53.03% Q1 2026 Apr 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 8,865 543 0.01% 0.01% 1336 -1,823 -17.06% Q1 2026 May 05, 2026
Arbor Investment Advisors, LLC History Added to 8,851 542 0.07% 0.04% 1341 +2,191 32.9% Q1 2026 Apr 28, 2026
AmeriServ Wealth Advisors History Reduced 8,848 542 0.35% 0.25% 1340 -776 -8.06% Q1 2026 May 13, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 8,850 542 0.12% 0.09% 1339 -30 -0.34% Q1 2026 Apr 14, 2026
BCS Private Wealth Management, Inc. History New 8,820 540 0.16% 1343 +8,820 New Q1 2026 Apr 21, 2026
COFG Advisors, LLC History Added to 8,831 540 0.13% 0.09% 1342 +760 9.42% Q1 2026 May 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 8,798 538 0.09% 0.06% 1344 0 0.0% Q1 2026 Apr 29, 2026
Eagle Strategies LLC History Reduced 8,774 537 0.06% 0.19% 1345 -23,782 -73.05% Q1 2026 Apr 20, 2026
Caldwell Trust Co History No change 8,774 537 0.05% 0.03% 1346 0 0.0% Q1 2026 Apr 22, 2026
Laraway Financial Advisors Inc History Added to 8,765 536 0.38% 0.21% 1347 +1,417 19.28% Q1 2026 May 14, 2026
Diversify Advisory Services, LLC History Reduced 9,073 535 0.08% 0.28% 1348 -176,094 -95.1% Q1 2026 May 01, 2026
Ransom Advisory, Ltd History No change 11,960 534 0.21% 0.21% 1349 0 0.0% Q4 2025 Jan 06, 2026
Arcus Capital Partners, LLC History Reduced 8,716 533 0.19% 0.3% 1350 -9,947 -53.3% Q1 2026 May 06, 2026
CVFG LLC History Added to 8,713 533 0.07% 0.2% 1352 +2,076 31.28% Q1 2026 Apr 29, 2026
Hobbs Group Advisors, LLC History Added to 8,705 533 0.16% 0.12% 1351 +141 1.65% Q1 2026 May 20, 2026
Symmetry Partners, LLC History New 8,665 530 0.03% 1354 +8,665 New Q1 2026 Apr 27, 2026
EARNED WEALTH ADVISORS, LLC History New 8,659 530 0.04% 1355 +8,659 New Q1 2026 May 07, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 8,656 530 0.09% 0.07% 1353 -296 -3.31% Q1 2026 Apr 08, 2026
Legal & General Group Plc History Reduced 8,545 529 0.0% 0.0% 1356 -1,040 -10.85% Q1 2026 May 08, 2026
Blue Zone Wealth Advisors, LLC History Added to 8,636 529 0.11% 0.07% 1357 +118 1.39% Q1 2026 Apr 16, 2026
Tidemark, LLC History Reduced 8,569 524 0.13% 0.13% 1360 -1,307 -13.23% Q1 2026 May 07, 2026
Gryphon Financial Partners LLC History Added to 8,560 524 0.05% 0.04% 1359 +264 3.18% Q1 2026 May 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 8,567 524 0.05% 0.03% 1358 -211 -2.4% Q1 2026 Apr 15, 2026
Boyce & Associates Wealth Consulting, Inc. History New 8,507 521 0.39% 1362 +8,507 New Q1 2026 Apr 13, 2026
Sprinkle Financial Consultants LLC History Added to 8,515 521 0.24% 0.13% 1361 +2,576 43.37% Q1 2026 Apr 16, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Added to 8,500 520 0.46% 0.01% 1365 +6,700 372.22% Q1 2026 May 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 8,499 520 0.02% 0.01% 1363 +3,173 59.58% Q1 2026 Apr 27, 2026
Secure Asset Management, LLC History Reduced 8,494 520 0.08% 0.06% 1364 -624 -6.84% Q1 2026 Apr 09, 2026
Auxano Advisors, LLC History Added to 8,484 519 0.1% 0.07% 1366 +3 0.04% Q1 2026 May 01, 2026
CHAPIN DAVIS, INC. History Added to 8,441 517 0.12% 0.09% 1367 +298 3.66% Q1 2026 Apr 21, 2026
Entelevest, LLC History Reduced 8,410 515 0.52% 0.55% 1368 -3,959 -32.01% Q1 2026 May 04, 2026
TSFG, LLC History Reduced 8,372 513 0.08% 0.06% 1369 -769 -8.41% Q1 2026 Apr 27, 2026
Strategic Blueprint, LLC History Added to 8,371 512 0.03% 0.02% 1370 +441 5.56% Q1 2026 Apr 29, 2026
Commerce Advisors, LLC History New 8,345 511 0.43% 1372 +8,345 New Q1 2026 May 12, 2026
Cypress Wealth Services, LLC History Added to 8,357 511 0.07% 0.04% 1371 +1,312 18.62% Q1 2026 Apr 15, 2026
LJI Wealth Management, LLC History Reduced 8,302 508 0.08% 0.06% 1373 -80 -0.95% Q1 2026 May 04, 2026
5T Wealth, LLC History Reduced 8,277 507 0.2% 0.15% 1374 -214 -2.52% Q1 2026 Apr 13, 2026
Lifeworks Advisors, LLC History Reduced 8,268 506 0.06% 0.06% 1375 -1,268 -13.3% Q1 2026 May 04, 2026
Artesa Financial Group, LLC History New 8,194 501 0.48% 1376 +8,194 New Q1 2026 Apr 21, 2026
Hegarty Advisors, LLC History Reduced 8,170 500 0.39% 0.32% 1378 -158 -1.9% Q1 2026 Apr 30, 2026
Kapstone Financial Advisors LLC History No change 8,176 500 0.24% 0.18% 1377 0 0.0% Q1 2026 Apr 22, 2026
Beaumont Financial Advisors, LLC History Added to 8,153 499 0.03% 0.02% 1380 +2,087 34.4% Q1 2026 May 05, 2026
M.E. ALLISON & CO., INC. History Added to 8,160 499 0.33% 0.24% 1379 +162 2.03% Q1 2026 Apr 08, 2026
Ulland Investment Advisors, LLC History Reduced 8,120 497 0.43% 0.31% 1381 -430 -5.03% Q1 2026 Apr 27, 2026
Cornerstone National Bank & Trust Co History Added to 8,407 495 0.18% 0.13% 1382 +975 13.12% Q1 2026 Apr 14, 2026
Embree Financial Group History Reduced 8,062 493 0.06% 0.07% 1383 -4,963 -38.1% Q1 2026 Apr 23, 2026
NICOLET BANKSHARES INC History Added to 8,150 490 0.02% 0.04% 1384 +2,940 56.43% Q1 2026 May 14, 2026
Geneva Partners, LLC History New 7,972 488 0.23% 1387 +7,972 New Q1 2026 Apr 29, 2026
Buck Wealth Strategies, LLC History Reduced 7,981 488 0.06% 0.05% 1386 -930 -10.44% Q1 2026 May 08, 2026
FLC Capital Advisors History Reduced 7,980 488 0.09% 0.07% 1385 -150 -1.85% Q1 2026 May 01, 2026
Bruce G. Allen Investments, LLC History Reduced 7,965 487 0.32% 0.25% 1390 -320 -3.86% Q1 2026 May 08, 2026
Centennial Wealth Advisory LLC History Added to 7,958 487 0.12% 0.09% 1389 +243 3.15% Q1 2026 Apr 20, 2026
Aurora Private Wealth, Inc. History Reduced 10,810 487 0.35% 0.32% 1388 -70 -0.64% Q1 2026 Apr 16, 2026
Safeguard Investment Advisory Group, LLC History Reduced 7,934 486 0.13% 0.09% 1391 -305 -3.7% Q1 2026 May 14, 2026
Oakmont Advisory Group, LLC History New 7,931 485 0.49% 1392 +7,931 New Q1 2026 May 12, 2026
West Wealth Group, LLC History Added to 7,854 481 0.1% 0.07% 1394 +298 3.94% Q1 2026 May 11, 2026
FLAGSTAR ADVISORS INC History Reduced 7,866 481 0.17% 0.12% 1393 -205 -2.54% Q1 2026 May 12, 2026
Hopwood Financial Services, Inc. History Reduced 7,862 481 0.32% 0.25% 1395 -137 -1.71% Q1 2026 May 07, 2026
Hills Bank & Trust Co History Added to 7,838 480 0.02% 0.01% 1396 +5,330 212.52% Q1 2026 May 01, 2026
Curi Capital, LLC History Added to 7,837 480 0.01% 0.0% 1397 +1,747 28.69% Q1 2026 May 15, 2026
Laidlaw Wealth Management LLC History New 7,797 477 1.66% 1399 +7,797 New Q1 2026 May 06, 2026
Global Financial Private Client, LLC History Added to 7,797 477 0.16% 0.12% 1398 +355 4.77% Q1 2026 Apr 20, 2026
Gambit Capital Management, LLC History Reduced 7,772 476 0.33% 0.26% 1400 -365 -4.49% Q1 2026 May 14, 2026
VeraBank, N.A. History Reduced 7,760 475 0.09% 0.06% 1401 -150 -1.9% Q1 2026 May 11, 2026
Fearless Solutions, LLC dba Best Invest History Added to 7,741 474 0.29% 0.18% 1403 +1,210 18.53% Q1 2026 Apr 21, 2026
BANK OF STOCKTON History Added to 7,743 474 0.15% 0.09% 1402 +519 7.18% Q1 2026 Apr 29, 2026
EVERETT HARRIS & CO /CA/ History No change 7,728 473 0.01% 0.0% 1404 0 0.0% Q1 2026 May 08, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Reduced 7,664 469 0.07% 0.06% 1405 -760 -9.02% Q1 2026 Apr 29, 2026
ST GERMAIN D J CO INC History Reduced 7,649 468 0.02% 0.01% 1406 -54 -0.7% Q1 2026 Apr 13, 2026
SEARLE & CO. History No change 7,635 467 0.12% 0.09% 1407 0 0.0% Q1 2026 May 08, 2026
Measured Risk Portfolios, Inc. History Reduced 7,611 466 0.51% 0.43% 1408 -2,009 -20.88% Q1 2026 May 15, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Added to 8,128 464 0.2% 0.16% 1409 +111 1.38% Q1 2026 Apr 15, 2026
Firestone Capital Management History Reduced 7,569 463 0.1% 0.13% 1410 -6,158 -44.86% Q1 2026 May 08, 2026
Bensler, LLC History Reduced 7,563 463 0.05% 0.04% 1411 -314 -3.99% Q1 2026 May 01, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 7,545 462 0.0% 0.0% 1412 +20 0.27% Q1 2026 May 14, 2026
Founders Financial Alliance, LLC History Added to 7,534 461 0.08% 0.06% 1413 +556 7.97% Q1 2026 May 11, 2026
Campion Asset Management History No change 7,494 459 0.31% 0.23% 1414 0 0.0% Q1 2026 May 14, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Added to 7,460 457 0.31% 0.17% 1415 +2,390 47.14% Q1 2026 May 04, 2026
LCNB CORP History No change 7,418 454 0.15% 0.11% 1416 0 0.0% Q1 2026 May 11, 2026
Occidental Asset Management, LLC History Added to 7,406 453 0.05% 0.04% 1418 +236 3.29% Q1 2026 Apr 15, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 7,406 453 0.09% 0.06% 1417 0 0.0% Q1 2026 May 06, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 7,385 452 0.02% 0.01% 1419 -286 -3.73% Q1 2026 May 14, 2026
Stratos Investment Management, LLC History Added to 7,394 452 0.02% 0.01% 1420 +47 0.64% Q1 2026 Apr 28, 2026
Litman Gregory Wealth Management LLC History No change 10,078 450 0.03% 0.03% 1421 0 0.0% Q4 2025 Feb 12, 2026
Prota Financial, LLC History Reduced 7,338 449 0.33% 4.41% 1422 -129,503 -94.64% Q1 2026 Apr 09, 2026
Elevated Capital Advisors, LLC History Added to 7,322 448 0.11% 0.07% 1423 +223 3.14% Q1 2026 Apr 30, 2026
Cadent Capital Advisors, LLC History Added to 7,275 445 0.12% 0.06% 1424 +2,348 47.66% Q1 2026 Apr 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 7,500 445 0.01% 0.0% 1425 0 0.0% Q1 2026 May 06, 2026
Asset Management One Co., Ltd. History New 7,258 444 0.0% 1426 +7,258 New Q1 2026 May 08, 2026
Lighthouse Financial LLC History Added to 7,235 443 0.27% 0.2% 1428 +535 7.99% Q1 2026 May 13, 2026
Sequent Asset Management, LLC History No change 9,902 443 0.2% 0.2% 1427 0 0.0% Q4 2025 Feb 10, 2026
SlateStone Wealth, LLC History Reduced 7,204 441 0.04% 0.03% 1430 -1,500 -17.23% Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 7,200 441 0.01% 0.01% 1429 -1,478 -17.03% Q1 2026 May 04, 2026
PLIMOTH TRUST CO LLC History Added to 7,189 440 0.1% 0.06% 1432 +996 16.08% Q1 2026 Apr 27, 2026
Private Wealth Group, LLC History No change 7,187 440 0.21% 0.15% 1431 0 0.0% Q1 2026 Apr 23, 2026
Summit Trail Advisors, LLC History Added to 7,179 439 0.01% 0.0% 1434 +2,121 41.93% Q1 2026 May 12, 2026
OakTrust Wealth Advisors, LLC History Added to 7,172 439 0.4% 0.29% 1435 +15 0.21% Q1 2026 Apr 23, 2026
ELLERSON GROUP INC /ADV History No change 7,170 439 0.29% 0.22% 1433 0 0.0% Q1 2026 May 04, 2026
Clearview Wealth Management LLC History New 7,149 437 0.31% 1438 +7,149 New Q1 2026 May 15, 2026
Rothschild Wealth LLC History Reduced 7,144 437 0.04% 0.04% 1436 -1,387 -16.26% Q1 2026 May 06, 2026
L.K. Benson & Company, P.C. History No change 7,140 437 0.14% 0.16% 1437 0 0.0% Q1 2026 Apr 20, 2026
Raab & Moskowitz Asset Management LLC History Reduced 7,084 433 0.1% 0.07% 1439 -450 -5.97% Q1 2026 May 21, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 7,048 431 0.05% 0.04% 1441 -223 -3.07% Q1 2026 Apr 13, 2026
SONATA CAPITAL GROUP INC History Added to 7,048 431 0.16% 0.11% 1440 +44 0.63% Q1 2026 Apr 30, 2026
CVS HEALTH Corp History New 7,000 428 0.2% 1442 +7,000 New Q1 2026 May 07, 2026
Brooklyn Investment Group History New 6,993 428 0.01% 1443 +6,993 New Q1 2026 Apr 29, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 6,967 426 0.05% 0.04% 1444 -1,076 -13.38% Q1 2026 May 12, 2026
Signet Private Wealth LLC History Added to 6,929 424 0.4% 0.3% 1445 +10 0.14% Q1 2026 Apr 29, 2026
Tempo Wealth, LLC History Added to 6,917 423 0.07% 0.05% 1449 +1,005 17.0% Q1 2026 May 14, 2026
WEALTHGARDEN F.S. LLC History Reduced 6,918 423 0.29% 0.26% 1447 -983 -12.44% Q1 2026 May 04, 2026
Alteri Wealth LLC History Added to 6,912 423 0.14% 0.1% 1448 +118 1.74% Q1 2026 May 06, 2026
MA Private Wealth History No change 6,908 423 0.07% 0.05% 1446 0 0.0% Q1 2026 May 07, 2026
MKT Advisors LLC History Reduced 7,013 421 0.14% 0.11% 1450 -42 -0.6% Q1 2026 Apr 10, 2026
MEMBERS WEALTH LLC History No change 7,458 421 0.25% 0.23% 1451 0 0.0% Q1 2026 Apr 23, 2026
Northwest Wealth Advisors, LLC History Added to 6,868 420 0.3% 0.24% 1452 +31 0.45% Q1 2026 Apr 29, 2026
Eldridge Investment Advisors, Inc. History Reduced 6,845 419 0.09% 0.07% 1453 -245 -3.46% Q1 2026 May 11, 2026
1834 INVESTMENT ADVISORS CO History Reduced 6,836 418 0.05% 0.04% 1454 -400 -5.53% Q1 2026 May 14, 2026
Blackston Financial Advisory Group, LLC History Added to 6,834 418 0.26% 0.18% 1456 +156 2.34% Q1 2026 Apr 23, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 6,829 418 0.05% 0.04% 1455 +26 0.38% Q1 2026 Apr 07, 2026
Strategic Wealth Partners, Ltd. History Added to 6,817 417 0.03% 0.02% 1457 +53 0.78% Q1 2026 May 12, 2026
Newman Dignan & Sheerar, Inc. History Reduced 6,798 416 0.09% 0.07% 1458 -240 -3.41% Q1 2026 Apr 13, 2026
EASTERN BANK History Reduced 6,787 415 0.01% 0.01% 1459 -871 -11.37% Q1 2026 Apr 07, 2026
Resolute Wealth Strategies, LLC History Reduced 6,786 415 0.18% 0.13% 1460 -40 -0.59% Q1 2026 May 07, 2026
Advisors Capital Management, LLC History Reduced 6,772 414 0.0% 0.01% 1461 -9,526 -58.45% Q1 2026 May 01, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 6,710 411 0.19% 0.12% 1462 0 0.0% Q1 2026 May 13, 2026
United Financial Planning Group LLC History Added to 6,667 408 0.24% 0.18% 1464 +41 0.62% Q1 2026 May 08, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 6,672 408 0.06% 0.05% 1463 0 0.0% Q1 2026 May 15, 2026
Cooper Financial Group History Added to 6,636 406 0.04% 0.03% 1466 +387 6.19% Q1 2026 Apr 07, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 6,632 406 0.26% 0.18% 1465 0 0.0% Q1 2026 May 11, 2026
Castleview Partners, LLC History Reduced 6,622 405 0.21% 0.21% 1468 -2,779 -29.56% Q1 2026 May 01, 2026
MCF Advisors LLC History Added to 6,621 405 0.02% 0.01% 1467 +1,460 28.29% Q1 2026 May 11, 2026
Octavia Wealth Advisors, LLC History Added to 6,616 405 0.04% 0.03% 1469 +155 2.4% Q1 2026 Apr 10, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 6,624 405 0.14% 0.1% 1470 0 0.0% Q1 2026 May 15, 2026
Mirador Capital Partners LP History Added to 6,602 404 0.06% 0.03% 1471 +1,096 19.91% Q1 2026 Apr 08, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 6,596 404 0.12% 0.09% 1473 -276 -4.02% Q1 2026 May 08, 2026
FRG Family Wealth Advisors LLC History No change 6,600 404 0.07% 0.05% 1472 0 0.0% Q1 2026 Apr 24, 2026
Pacific Center for Financial Services History Added to 6,594 403 0.1% 0.09% 1474 +2,591 64.73% Q1 2026 May 12, 2026
VSM Wealth Advisory, LLC History Added to 6,580 403 0.12% 0.09% 1475 +53 0.81% Q1 2026 May 05, 2026
Montecito Bank & Trust History Reduced 6,552 401 0.07% 0.05% 1476 -900 -12.08% Q1 2026 Apr 16, 2026
NWF Advisory Services Inc. History Added to 6,556 401 0.05% 0.03% 1477 +21 0.32% Q1 2026 May 04, 2026
Triumph Capital Management History Reduced 6,514 399 0.08% 0.08% 1478 -1,605 -19.77% Q1 2026 May 13, 2026
Econ Financial Services Corp History Reduced 6,509 398 0.18% 4.22% 1479 -181,603 -96.54% Q1 2026 Apr 21, 2026
BIP Wealth, LLC History New 6,508 398 0.02% 1480 +6,508 New Q1 2026 Apr 27, 2026
NOVEM GROUP History Added to 6,483 397 0.05% 0.03% 1481 +965 17.49% Q1 2026 Apr 10, 2026
Excelsior Advisor Network LLC History Added to 6,494 397 0.15% 0.14% 1482 +262 4.2% Q1 2026 May 15, 2026
BRAVE ASSET MANAGEMENT INC History Added to 6,472 396 0.09% 0.05% 1483 +1,434 28.46% Q1 2026 Apr 17, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 6,457 395 0.25% 0.23% 1485 -1,797 -21.77% Q1 2026 May 14, 2026
ROVIN CAPITAL /UT/ /ADV History No change 8,830 395 0.1% 0.1% 1484 0 0.0% Q4 2025 Feb 09, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 6,431 393 0.07% 0.1% 1489 -5,013 -43.8% Q1 2026 Apr 15, 2026
Ally Invest Advisors Inc. History Reduced 6,428 393 0.03% 0.02% 1488 -1,622 -20.15% Q1 2026 May 12, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 6,420 393 0.01% 0.01% 1487 -850 -11.69% Q1 2026 May 15, 2026
CITY HOLDING CO History Reduced 6,420 393 0.05% 0.04% 1486 -60 -0.93% Q1 2026 Apr 15, 2026
Pinnacle Financial Group, LLC / IL History New 6,392 391 0.11% 1491 +6,392 New Q1 2026 May 13, 2026
United Advisor Group, LLC History Reduced 6,384 391 0.05% 0.04% 1490 -368 -5.45% Q1 2026 Apr 17, 2026
Fox Hill Wealth Management History Reduced 6,381 390 0.19% 0.13% 1492 -61 -0.95% Q1 2026 May 12, 2026
Zinnia Wealth Advisory, LLC History Reduced 6,343 388 0.43% 0.32% 1494 -327 -4.9% Q1 2026 May 08, 2026
Coastwise Capital Group, LLC History Reduced 6,340 388 0.22% 0.15% 1493 -284 -4.29% Q1 2026 May 07, 2026
ARROW FINANCIAL CORP History No change 6,316 386 0.04% 0.03% 1495 0 0.0% Q1 2026 May 11, 2026
WEALTH ALLIANCE, LLC History Added to 6,286 385 0.04% 0.03% 1496 +405 6.89% Q1 2026 May 14, 2026
Financial Perspectives, Inc History Added to 6,288 385 0.11% 0.08% 1497 +39 0.62% Q1 2026 May 11, 2026
PKS Advisory Services, LLC History Reduced 6,282 384 0.09% 0.07% 1498 -306 -4.64% Q1 2026 May 13, 2026
Summit Financial Strategies, Inc. History Reduced 6,276 384 0.03% 0.02% 1499 -22 -0.35% Q1 2026 May 01, 2026
KANE INVESTMENT MANAGEMENT, INC. History New 6,260 383 0.2% 1502 +6,260 New Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Added to 6,196 383 0.01% 0.01% 1501 +734 13.44% Q1 2026 May 15, 2026
Well Done, LLC History Added to 6,262 383 0.06% 0.04% 1500 +126 2.05% Q1 2026 Apr 14, 2026
17 CAPITAL PARTNERS, LLC History New 6,252 382 0.2% 1505 +6,252 New Q1 2026 May 13, 2026
FIRST FOUNDATION ADVISORS History New 6,237 382 0.02% 1504 +6,237 New Q1 2026 May 04, 2026
Oxinas Partners, LLC History Added to 6,252 382 0.17% 0.13% 1503 +234 3.89% Q1 2026 Apr 10, 2026
Crewe Advisors LLC History Added to 6,222 381 0.03% 0.01% 1506 +2,596 71.59% Q1 2026 May 07, 2026
Manhattan West Asset Management, LLC History Added to 6,227 381 0.07% 0.05% 1507 +398 6.83% Q1 2026 May 14, 2026
Coordinated Financial Services, Inc. History New 6,209 380 0.22% 1509 +6,209 New Q1 2026 May 01, 2026
Horrell Capital Management, Inc. History No change 6,212 380 0.17% 0.12% 1508 0 0.0% Q1 2026 Apr 30, 2026
LEIGH BALDWIN & CO., LLC History New 6,195 379 0.25% 1512 +6,195 New Q1 2026 May 20, 2026
Tradition Wealth Management, LLC History Added to 6,195 379 0.03% 0.02% 1510 +43 0.7% Q1 2026 May 15, 2026
Western Pacific Wealth Management, LP History No change 6,200 379 0.39% 0.27% 1511 0 0.0% Q1 2026 Apr 17, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History No change 6,178 378 0.1% 0.07% 1513 0 0.0% Q1 2026 Apr 15, 2026
Heritage Trust Co History No change 6,172 378 0.04% 0.03% 1514 0 0.0% Q1 2026 May 13, 2026
Cascades Capital Asset Management, LLC History New 6,151 376 0.16% 1515 +6,151 New Q1 2026 May 15, 2026
Eagle Capital Management, LLC History No change 6,106 374 0.15% 0.1% 1516 0 0.0% Q1 2026 Apr 20, 2026
Choate Investment Advisors History New 6,079 372 0.01% 1517 +6,079 New Q1 2026 May 13, 2026
StoneCrest Wealth Management, Inc. History New 6,065 371 0.16% 1520 +6,065 New Q1 2026 Apr 08, 2026
Ark Wealth Advisors LLC History Reduced 6,057 371 0.37% 0.41% 1519 -2,432 -28.65% Q1 2026 May 14, 2026
Latitude Advisors, LLC History Added to 6,070 371 0.17% 0.12% 1518 +2 0.03% Q1 2026 Apr 27, 2026
LEUTHOLD GROUP, LLC History New 6,047 370 0.04% 1522 +6,047 New Q1 2026 May 06, 2026
ICONIQ Capital, LLC History No change 6,051 370 0.01% 0.0% 1521 0 0.0% Q1 2026 May 14, 2026
KW WEALTH MANAGEMENT LLC History No change 8,260 369 0.56% 0.56% 1523 0 0.0% Q4 2025 Feb 25, 2026
DAVIS R M INC History Reduced 6,020 368 0.01% 0.0% 1524 -226 -3.62% Q1 2026 May 13, 2026
Cardinal Point Capital Management ULC History Reduced 6,001 367 0.02% 0.03% 1525 -4,502 -42.86% Q1 2026 Apr 20, 2026
Evanson Asset Management, LLC History Reduced 5,972 365 0.02% 0.02% 1526 -863 -12.63% Q1 2026 Apr 08, 2026
Straight Path Wealth Management History Added to 5,971 365 0.1% 0.07% 1527 +22 0.37% Q1 2026 Apr 22, 2026
PACK Private Wealth, LLC History No change 5,954 364 0.17% 0.12% 1528 0 0.0% Q1 2026 May 15, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 5,938 363 0.11% 0.12% 1530 -3,182 -34.89% Q1 2026 Apr 17, 2026
Beacon Bank & Trust History No change 5,930 363 0.07% 0.05% 1529 0 0.0% Q1 2026 Apr 28, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 5,915 362 0.14% 0.11% 1531 +1 0.02% Q1 2026 Apr 22, 2026
BCS Wealth Management History Reduced 5,903 361 0.07% 0.05% 1532 -5,539 -48.41% Q1 2026 Apr 17, 2026
WORMSER FRERES GESTION History Reduced 3,853 361 0.26% 0.23% 1533 -537 -12.23% Q1 2026 Apr 15, 2026
ARS Wealth Advisors Group, LLC History Reduced 5,891 360 0.03% 0.03% 1534 -400 -6.36% Q1 2026 Apr 15, 2026
Daybright Advisory Services, Inc. History Added to 5,878 360 0.1% 0.07% 1535 +31 0.53% Q1 2026 May 12, 2026
Strategies Wealth Advisors, LLC History Reduced 5,875 359 0.04% 0.03% 1536 -174 -2.88% Q1 2026 May 15, 2026
Aviso Financial Inc. History No change 5,864 359 0.01% 0.01% 1537 0 0.0% Q1 2026 May 13, 2026
Capital Wealth Planning, LLC History New 5,856 358 0.0% 1538 +5,856 New Q1 2026 May 15, 2026
Portside Wealth Group, LLC History New 5,855 358 0.05% 1539 +5,855 New Q1 2026 May 12, 2026
RAINIER FAMILY WEALTH INC History Reduced 5,834 357 0.24% 0.2% 1541 -34 -0.58% Q1 2026 Apr 16, 2026
Viewpoint Capital Management LLC History No change 5,840 357 0.17% 0.11% 1540 0 0.0% Q1 2026 Apr 17, 2026
WAYSTONE ADVISORS LLC History New 5,824 356 0.32% 1544 +5,824 New Q1 2026 Apr 16, 2026
FIRST AMERICAN TRUST, FSB History Reduced 5,827 356 0.02% 0.03% 1542 -3,430 -37.05% Q1 2026 May 12, 2026
DOLIVER ADVISORS, LP History Reduced 5,819 356 0.08% 0.07% 1543 -601 -9.36% Q1 2026 Apr 08, 2026
Vinland Capital Management Gestora de Recursos LTDA. History New 1,116 354 0.71% 1545 +1,116 New Q1 2026 Apr 22, 2026
MBA Advisors LLC History Added to 5,767 353 0.14% 0.1% 1546 +139 2.47% Q1 2026 Apr 20, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 5,747 352 0.08% 0.05% 1547 +388 7.24% Q1 2026 Apr 16, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 5,751 352 0.0% 0.0% 1548 +135 2.4% Q1 2026 Apr 22, 2026
Westmount Partners, LLC History Added to 5,752 352 0.09% 0.06% 1549 +52 0.91% Q1 2026 Apr 16, 2026
River Street Advisors LLC History Reduced 5,740 351 0.12% 0.28% 1551 -10,786 -65.27% Q1 2026 Apr 21, 2026
Van Hulzen Asset Management, LLC History Reduced 5,736 351 0.03% 0.02% 1550 -802 -12.27% Q1 2026 May 14, 2026
Walkner Condon Financial Advisors LLC History New 5,688 348 0.05% 1553 +5,688 New Q1 2026 Apr 28, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 5,690 348 0.02% 0.01% 1552 +293 5.43% Q1 2026 Apr 17, 2026
SAXON INTERESTS, INC. History Reduced 5,679 347 0.12% 0.11% 1554 -1,380 -19.55% Q1 2026 Apr 29, 2026
Atala Financial Inc History New 5,850 346 0.23% 1557 +5,850 New Q1 2026 Apr 10, 2026
Volterra Technologies LP History Reduced 5,656 346 0.04% 0.03% 1555 -1,367 -19.46% Q1 2026 May 14, 2026
Cordgrass Capital Advisors, LLC History Reduced 5,658 346 0.08% 0.06% 1556 -282 -4.75% Q1 2026 May 07, 2026
Anchor Investment Management, LLC History Reduced 5,640 345 0.03% 0.02% 1558 -132 -2.29% Q1 2026 May 01, 2026
Meridian Financial Advisors, LLC History Added to 5,622 344 0.19% 0.13% 1559 +258 4.81% Q1 2026 Apr 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 5,602 343 0.05% 0.04% 1560 -166 -2.88% Q1 2026 May 13, 2026
Uptown Financial Advisors LLC History Added to 5,600 343 0.27% 0.18% 1561 +43 0.77% Q1 2026 Apr 13, 2026
Johnson Financial Group, Inc. History Added to 5,592 342 0.01% 0.01% 1562 +134 2.46% Q1 2026 May 07, 2026
NCM Capital Management, LLC History Added to 5,593 342 0.12% 0.09% 1563 +3 0.05% Q1 2026 May 15, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 5,575 341 0.01% 0.01% 1564 +549 10.92% Q1 2026 May 06, 2026
Marks Group Wealth Management, Inc History Reduced 5,554 340 0.03% 0.03% 1566 -328 -5.58% Q1 2026 May 05, 2026
Briaud Financial Planning Inc History No change 5,558 340 0.09% 0.06% 1565 0 0.0% Q1 2026 Apr 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 5,535 339 0.06% 1568 +5,535 New Q1 2026 Apr 28, 2026
Gradient Capital Advisors, LLC History Reduced 5,534 339 0.09% 0.07% 1567 -161 -2.83% Q1 2026 Apr 15, 2026
Tulsa Wealth Advisors, INC History New 5,530 338 0.06% 1573 +5,530 New Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History New 5,523 338 0.01% 1572 +5,523 New Q1 2026 May 15, 2026
Rockwood Wealth Management, LLC History Added to 5,530 338 0.02% 0.02% 1571 +488 9.68% Q1 2026 Apr 29, 2026
GARRISON POINT ADVISORS, LLC History Added to 5,532 338 0.15% 0.1% 1570 +300 5.73% Q1 2026 May 12, 2026
Alexander Randolph Advisory, Inc. History No change 5,530 338 0.29% 0.21% 1569 0 0.0% Q1 2026 May 06, 2026
GGM Financial LLC History Reduced 5,513 337 0.16% 0.13% 1574 -372 -6.32% Q1 2026 May 11, 2026
Provident Wealth Management, LLC History Reduced 5,494 336 0.1% 0.07% 1577 -184 -3.24% Q1 2026 Apr 17, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 5,487 336 0.03% 0.02% 1575 -55 -0.99% Q1 2026 Apr 02, 2026
Advisory Resource Group History Added to 5,494 336 0.06% 0.04% 1576 +6 0.11% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 5,459 334 0.0% 0.0% 1578 +162 3.06% Q1 2026 May 08, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 5,444 333 0.09% 0.06% 1579 +4 0.07% Q1 2026 May 11, 2026
BankChampaign, National Association History Added to 5,424 332 0.33% 0.24% 1581 +4,741 694.14% Q1 2026 May 21, 2026
Pure Financial Advisors, LLC History Added to 5,432 332 0.0% 0.0% 1580 +234 4.5% Q1 2026 Apr 10, 2026
Grant Private Wealth Management Inc History Reduced 5,411 331 0.18% 0.15% 1583 -300 -5.25% Q1 2026 Apr 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 5,406 331 0.02% 0.01% 1582 0 0.0% Q1 2026 Apr 13, 2026
Beaton Management Co. Inc. History Reduced 5,390 330 0.15% 0.11% 1584 -100 -1.82% Q1 2026 May 12, 2026
LVW Advisors, LLC History New 5,380 329 0.03% 1587 +5,380 New Q1 2026 Apr 20, 2026
JSF Financial, LLC History Added to 5,382 329 0.06% 0.05% 1585 +194 3.74% Q1 2026 May 07, 2026
Aaron Wealth Advisors LLC History Reduced 5,384 329 0.02% 0.01% 1586 -14 -0.26% Q1 2026 Apr 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History New 5,358 328 0.04% 1589 +5,358 New Q1 2026 May 12, 2026
Operose Advisors LLC History Reduced 5,357 328 0.08% 0.06% 1588 -406 -7.04% Q1 2026 May 12, 2026
Independent Wealth Advisors LLC History New 5,343 327 0.32% 1592 +5,343 New Q1 2026 May 22, 2026
Carr Financial Group Corp History Reduced 5,348 327 0.09% 0.07% 1590 -856 -13.8% Q1 2026 May 12, 2026
Centerpoint Advisory Group History Added to 5,350 327 0.25% 0.17% 1591 +400 8.08% Q1 2026 Apr 29, 2026
Grantvest Financial Group LLC History Added to 5,323 326 0.21% 0.13% 1595 +826 18.37% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Added to 5,532 326 0.02% 0.01% 1593 +753 15.76% Q1 2026 Apr 27, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 7,299 326 0.1% 0.1% 1594 0 0.0% Q4 2025 Jan 30, 2026
QRG CAPITAL MANAGEMENT, INC. History New 5,314 325 0.0% 1600 +5,314 New Q1 2026 Apr 27, 2026
Mason Investment Advisory Services, Inc. History Reduced 5,317 325 0.02% 0.01% 1596 -764 -12.56% Q1 2026 May 14, 2026
KPP Advisory Services LLC History Added to 5,310 325 0.05% 0.03% 1598 +414 8.46% Q1 2026 Apr 24, 2026
BNB Wealth Management, LLC History Reduced 5,316 325 0.21% 0.16% 1599 -101 -1.86% Q1 2026 May 13, 2026
Alta Wealth Advisors LLC History Added to 5,309 325 0.11% 0.08% 1597 +20 0.38% Q1 2026 May 04, 2026
Capstone Wealth Management, Inc. History Added to 5,490 324 0.27% 0.21% 1601 +34 0.62% Q1 2026 May 15, 2026
Aventura Private Wealth, LLC History Added to 5,280 323 0.12% 0.08% 1603 +190 3.73% Q1 2026 May 05, 2026
Southland Equity Partners LLC History No change 5,284 323 0.06% 0.05% 1602 0 0.0% Q1 2026 Apr 14, 2026
Indiana Trust & Investment Management Co History Reduced 5,272 322 0.1% 0.07% 1605 -300 -5.38% Q1 2026 Apr 28, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 5,250 322 0.01% 0.01% 1604 -150 -2.78% Q1 2026 Apr 24, 2026
RDA Financial Network History Reduced 5,241 321 0.08% 0.06% 1607 -162 -3.0% Q1 2026 Apr 08, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5,242 321 0.03% 0.02% 1606 0 0.0% Q1 2026 Apr 15, 2026
Bank of Jackson Hole Trust History No change 5,239 320 0.15% 0.11% 1608 0 0.0% Q1 2026 May 12, 2026
Key FInancial Inc History Added to 5,208 319 0.06% 0.03% 1611 +1,200 29.94% Q1 2026 Apr 24, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 5,210 319 0.27% 0.16% 1609 +700 15.52% Q1 2026 May 14, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 4,935 319 0.15% 0.13% 1612 -642 -11.51% Q1 2026 Apr 22, 2026
Pictet North America Advisors SA History No change 5,214 319 0.03% 0.02% 1610 0 0.0% Q1 2026 Apr 14, 2026
Guardian Asset Advisors, LLC History Reduced 5,205 318 0.19% 0.2% 1616 -3,228 -38.28% Q1 2026 May 14, 2026
Clarity Financial LLC History Reduced 5,203 318 0.03% 0.03% 1615 -1,645 -24.02% Q1 2026 May 01, 2026
WealthBridge Capital Management, LLC History Reduced 5,200 318 0.07% 0.05% 1614 -124 -2.33% Q1 2026 Apr 17, 2026
New England Private Wealth Advisors LLC History Added to 5,206 318 0.04% 0.03% 1613 +13 0.25% Q1 2026 May 08, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 5,189 317 0.01% 0.0% 1617 +2,589 99.58% Q1 2026 May 14, 2026
Avestar Capital, LLC History Added to 5,171 316 0.02% 0.01% 1618 +4 0.08% Q1 2026 May 13, 2026
Marathon Trading Investment Management LLC History Reduced 5,150 315 0.01% 0.01% 1619 -2,250 -30.41% Q1 2026 May 14, 2026
Investment Advisory Group, LLC History Reduced 5,132 314 0.08% 0.06% 1620 -150 -2.84% Q1 2026 Apr 22, 2026
Strive Financial Group ,LLC History Reduced 5,104 313 0.17% 0.12% 1621 -140 -2.67% Q1 2026 May 15, 2026
Stack Financial Management, Inc History Reduced 5,096 312 0.02% 0.02% 1622 -754 -12.89% Q1 2026 May 04, 2026
Keudell/Morrison Wealth Management History New 5,085 311 0.06% 1624 +5,085 New Q1 2026 Apr 20, 2026
IFS Group,LLC History New 5,081 311 0.28% 1625 +5,081 New Q1 2026 May 18, 2026
Disciplined Investors, L.L.C. History Added to 5,086 311 0.19% 0.14% 1623 +313 6.56% Q1 2026 May 12, 2026
BANK HAPOALIM BM History New 5,062 310 0.05% 1626 +5,062 New Q1 2026 May 04, 2026
NWM ADVISORS, LLC History Reduced 5,060 309 0.28% 0.41% 1628 -5,442 -51.82% Q1 2026 May 13, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 5,055 309 0.14% 1629 +5,055 New Q1 2026 Apr 28, 2026
ELEVATE WEALTH ADVISORY, INC History No change 5,050 309 0.2% 0.15% 1627 0 0.0% Q1 2026 May 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 5,042 308 0.01% 0.01% 1630 0 0.0% Q1 2026 May 06, 2026
PICKERING ENERGY PARTNERS LP History New 5,000 306 0.65% 1633 +5,000 New Q1 2026 May 15, 2026
Corient IA LLC History New 5,000 306 0.29% 1634 +5,000 New Q1 2026 May 14, 2026
Capital Asset Advisory Services LLC History Reduced 5,572 306 0.01% 0.01% 1632 -680 -10.88% Q1 2026 Apr 24, 2026
Daiwa Securities Group Inc. History No change 5,000 306 0.0% 0.0% 1631 0 0.0% Q1 2026 May 13, 2026
American Trust History New 4,982 305 0.03% 1637 +4,982 New Q1 2026 May 01, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 4,991 305 0.08% 0.06% 1635 +334 7.17% Q1 2026 Apr 15, 2026
Beacon Capital Management, LLC History Added to 4,986 305 0.05% 0.03% 1636 +27 0.54% Q1 2026 May 11, 2026
Clark Capital Management Group, Inc. History Added to 4,966 304 0.0% 0.0% 1638 +280 5.98% Q1 2026 May 15, 2026
Peak Planning Group, LLC History New 4,933 302 0.08% 1643 +4,933 New Q1 2026 Apr 22, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 4,942 302 0.11% 0.08% 1642 +31 0.63% Q1 2026 May 08, 2026
Valtinson Bruner Financial Planning LLC History Added to 4,936 302 0.08% 0.06% 1640 +30 0.61% Q1 2026 May 05, 2026
BOK Financial Private Wealth, Inc. History No change 4,946 302 0.02% 0.01% 1639 0 0.0% Q1 2026 May 12, 2026
BridgePort Financial Solutions, LLC History No change 4,940 302 0.09% 0.06% 1641 0 0.0% Q1 2026 Apr 16, 2026
Element Wealth, LLC History New 4,918 301 0.12% 1644 +4,918 New Q1 2026 May 04, 2026
Stelac Advisory Services LLC History New 4,900 300 0.06% 1647 +4,900 New Q1 2026 May 08, 2026
Boston Standard Wealth Management, LLC History Added to 5,095 300 0.05% 0.03% 1646 +584 12.95% Q1 2026 Apr 20, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,902 300 0.03% 0.02% 1645 0 0.0% Q1 2026 May 15, 2026
DT Investment Partners, LLC History Reduced 4,880 298 0.02% 0.02% 1648 -516 -9.56% Q1 2026 May 14, 2026
American Institute for Advanced Investment Management, LLP History No change 4,869 298 0.19% 0.14% 1649 0 0.0% Q1 2026 Apr 24, 2026
Future Financial Wealth Managment LLC History No change 5,344 297 0.19% 0.17% 1650 0 0.0% Q1 2026 Apr 16, 2026
BSW Wealth Partners History New 4,825 295 0.04% 1652 +4,825 New Q1 2026 Apr 14, 2026
TruWealth Advisors, LLC History Reduced 4,817 295 0.01% 0.01% 1651 -25 -0.52% Q1 2026 Apr 09, 2026
Curran Financial Partners, LLC History Reduced 4,806 294 0.05% 0.04% 1653 -138 -2.79% Q1 2026 Apr 15, 2026
Broyhill Asset Management, LLC History No change 4,800 294 0.27% 0.19% 1654 0 0.0% Q1 2026 May 06, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 4,786 293 0.06% 0.04% 1655 -372 -7.21% Q1 2026 May 15, 2026
Elmwood Wealth Management, Inc. History Reduced 4,788 293 0.08% 0.07% 1656 -41 -0.85% Q1 2026 Apr 09, 2026
First Heartland Consultants, Inc. History New 4,754 291 0.02% 1660 +4,754 New Q1 2026 Apr 08, 2026
MLP3, LLC History Reduced 4,756 291 0.32% 0.24% 1659 -140 -2.86% Q1 2026 Apr 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 4,766 291 0.04% 0.03% 1657 0 0.0% Q1 2026 Apr 14, 2026
YANKCOM Partnership History No change 4,764 291 0.12% 0.09% 1658 0 0.0% Q1 2026 Apr 20, 2026
Mustard Seed Financial, LLC History New 4,745 290 0.17% 1662 +4,745 New Q1 2026 Apr 27, 2026
ELEVATUS WELATH MANAGEMENT History Added to 4,744 290 0.15% 0.06% 1661 +46 0.98% Q1 2026 Apr 15, 2026
PW Nova Financial Services LLC History New 4,718 289 0.07% 1664 +4,718 New Q1 2026 Apr 15, 2026
BEARING POINT CAPITAL, LLC History Reduced 4,730 289 0.05% 0.06% 1663 -4,400 -48.19% Q1 2026 May 07, 2026
RPS ADVISORY SOLUTIONS LLC History New 4,705 288 0.16% 1665 +4,705 New Q1 2026 May 04, 2026
Valley Financial Group, Inc. History New 4,696 287 0.15% 1667 +4,696 New Q1 2026 May 15, 2026
Maia Wealth LLC History Added to 4,697 287 0.05% 0.04% 1666 +155 3.41% Q1 2026 May 08, 2026
DIVERSIFIED MANAGEMENT INC History New 4,678 286 0.05% 1670 +4,678 New Q1 2026 Apr 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 4,681 286 0.21% 0.14% 1669 +933 24.89% Q1 2026 Apr 27, 2026
Covestor Ltd History Reduced 4,662 286 0.2% 0.11% 1668 -226 -4.62% Q1 2026 May 05, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 4,656 285 0.06% 0.14% 1672 -9,768 -67.72% Q1 2026 May 15, 2026
Pinnacle Family Advisors, LLC History New 4,659 285 0.13% 1673 +4,659 New Q1 2026 May 14, 2026
CPR Investments Inc. History New 4,655 285 0.19% 1674 +4,655 New Q1 2026 Apr 16, 2026
Bragg Financial Advisors, Inc History Added to 4,654 285 0.01% 0.01% 1671 +48 1.04% Q1 2026 May 15, 2026
WORLD EQUITY GROUP, INC. History Reduced 4,642 284 0.07% 0.07% 1675 -1,006 -17.81% Q1 2026 May 06, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 4,650 284 0.1% 0.07% 1677 +138 3.06% Q1 2026 Apr 10, 2026
Paragon Capital Management Ltd History No change 4,642 284 0.06% 0.04% 1676 0 0.0% Q1 2026 Apr 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 4,605 282 0.02% 1679 +4,605 New Q1 2026 May 15, 2026
Longview Financial Advisors, Inc. History Reduced 4,609 282 0.17% 0.14% 1678 -3 -0.07% Q1 2026 Apr 20, 2026
ArchPoint Investors History Reduced 4,600 281 0.07% 0.1% 1680 -5,221 -53.16% Q1 2026 May 14, 2026
Ponta Wealth Partners, LLC History New 4,600 281 0.23% 1682 +4,600 New Q1 2026 May 11, 2026
Mirabaud & Cie SA History No change 4,600 281 0.11% 0.07% 1681 0 0.0% Q1 2026 May 05, 2026
Iowa State Bank History Reduced 4,584 280 0.05% 0.06% 1684 -2,280 -33.22% Q1 2026 Apr 15, 2026
North Forty Two & Co. History Added to 4,578 280 0.26% 0.19% 1685 +2 0.04% Q1 2026 Apr 21, 2026
BOSTON FAMILY OFFICE LLC History No change 4,564 280 0.02% 0.01% 1683 0 0.0% Q1 2026 May 13, 2026
Financial Partners Group, Inc History Reduced 4,570 279 0.03% 0.03% 1686 -214 -4.47% Q1 2026 Apr 10, 2026
Accredited Investors Inc. History New 4,533 277 0.01% 1687 +4,533 New Q1 2026 Apr 30, 2026
Pacific Excel Wealth Advisors, Inc. History New 4,494 275 0.29% 1689 +4,494 New Q1 2026 May 13, 2026
Princeton Global Asset Management LLC History No change 4,500 275 0.04% 0.03% 1688 0 0.0% Q1 2026 Apr 22, 2026
Concentric Capital Strategies, LP History Reduced 4,487 274 0.02% 0.04% 1690 -16,428 -78.55% Q1 2026 May 15, 2026
One Capital Management, LLC History New 4,476 274 0.01% 1691 +4,476 New Q1 2026 May 12, 2026
VVR Holdings LLC History New 4,458 273 0.14% 1693 +4,458 New Q1 2026 Apr 16, 2026
Charter Oak Capital Management, LLC History Reduced 4,472 273 0.02% 0.02% 1692 -381 -7.85% Q1 2026 Apr 24, 2026
WJ Financial Advisors LLC History Reduced 4,451 272 0.22% 0.2% 1695 -514 -10.35% Q1 2026 May 04, 2026
Mengis Capital Management, Inc. History Reduced 4,455 272 0.05% 0.04% 1694 -120 -2.62% Q1 2026 May 12, 2026
AtlasMark Financial, Inc History No change 6,105 272 0.18% 0.18% 1696 0 0.0% Q1 2026 Apr 22, 2026
Coastal Bridge Advisors, LLC History New 4,437 271 0.02% 1698 +4,437 New Q1 2026 May 14, 2026
Clientfirst Wealth Management, LLC History New 4,435 271 0.23% 1699 +4,435 New Q1 2026 May 01, 2026
CULTIVAR CAPITAL, INC. History New 4,430 271 0.17% 1700 +4,430 New Q1 2026 Apr 07, 2026
Affinity Capital Advisors, LLC History Reduced 4,425 271 0.04% 0.03% 1697 -770 -14.82% Q1 2026 Apr 13, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History New 4,400 269 0.06% 1702 +4,400 New Q1 2026 Apr 30, 2026
Stonebrook Private Inc. History Reduced 4,404 269 0.06% 0.05% 1701 -679 -13.36% Q1 2026 May 11, 2026
GAMMA Investing LLC History Added to 4,384 268 0.01% 0.01% 1703 +650 17.41% Q1 2026 Apr 06, 2026
Stolper Co History Reduced 9,170 267 0.08% 0.1% 1705 -8,426 -47.89% Q1 2026 Apr 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 4,370 267 0.1% 0.01% 1704 +3,850 740.38% Q1 2026 Apr 17, 2026
Post Resch Tallon Group Inc. History New 4,419 266 0.22% 1709 +4,419 New Q1 2026 Apr 08, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 4,358 266 0.03% 1707 +4,358 New Q1 2026 Apr 21, 2026
GFG Capital, LLC History New 4,350 266 0.08% 1708 +4,350 New Q1 2026 Apr 21, 2026
Capital Square, LLC History Reduced 4,691 266 0.12% 0.12% 1706 -471 -9.12% Q1 2026 May 11, 2026
National Wealth Management Group, LLC History New 4,327 265 0.1% 1710 +4,327 New Q1 2026 May 11, 2026
GC Wealth Management RIA, LLC History New 4,305 263 0.01% 1713 +4,305 New Q1 2026 May 14, 2026
Interval Partners, LP History New 4,300 263 0.01% 1712 +4,300 New Q1 2026 May 15, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 4,298 263 0.06% 0.05% 1711 -500 -10.42% Q1 2026 Apr 02, 2026
Ullmann Wealth Partners Group, LLC History New 4,288 262 0.03% 1714 +4,288 New Q1 2026 Apr 13, 2026
Cooper Capital Advisors LLC History New 4,287 262 0.18% 1716 +4,287 New Q1 2026 May 11, 2026
TAGStone Capital, Inc. History New 4,280 262 0.09% 1715 +4,280 New Q1 2026 May 11, 2026
Uniting Wealth Partners, LLC History New 4,263 261 0.06% 1719 +4,263 New Q1 2026 Apr 22, 2026
VCI Wealth Management LLC History Reduced 4,276 261 0.07% 0.08% 1718 -2,025 -32.14% Q1 2026 Apr 21, 2026
Coastline Trust Co History Added to 4,272 261 0.03% 0.01% 1717 +750 21.29% Q1 2026 Apr 03, 2026
White Lighthouse Investment Management Inc. History New 4,260 260 0.04% 1720 +4,260 New Q1 2026 May 14, 2026
O'ROURKE & COMPANY, Inc History New 4,253 260 0.1% 1722 +4,253 New Q1 2026 May 14, 2026
BLODGETT WEALTH ADVISORS, LLC History New 4,250 260 0.21% 1721 +4,250 New Q1 2026 Apr 30, 2026
Pine Harbor Wealth Management, LLC History New 4,244 259 0.08% 1724 +4,244 New Q1 2026 Apr 28, 2026
Terra Nova Asset Management LLC History New 4,237 259 0.19% 1723 +4,237 New Q1 2026 Apr 16, 2026
CURA WEALTH ADVISORS, LLC History New 4,215 258 0.12% 1726 +4,215 New Q1 2026 May 08, 2026
Abundance Wealth Counselors History New 4,214 258 0.04% 1725 +4,214 New Q1 2026 Apr 22, 2026
Round Rock Advisors LLC History Reduced 4,199 257 0.04% 0.37% 1727 -50,435 -92.31% Q1 2026 May 15, 2026
Sage Capital Management, LLC History New 4,188 256 0.12% 1728 +4,188 New Q1 2026 Apr 15, 2026
Pacific Capital Wealth Advisors, Inc. History New 4,170 255 0.04% 1729 +4,170 New Q1 2026 Apr 14, 2026
LexAurum Advisors, LLC History New 4,161 254 0.03% 1732 +4,161 New Q1 2026 Apr 13, 2026
HARVEY CAPITAL MANAGEMENT INC History New 4,150 254 0.06% 1731 +4,150 New Q1 2026 May 11, 2026
Hyposwiss Advisors SA History No change 4,150 254 0.25% 0.18% 1730 0 0.0% Q1 2026 Apr 30, 2026
CATHY PARETO & ASSOCIATES, INC History New 4,138 253 0.17% 1734 +4,138 New Q1 2026 Apr 14, 2026
Anson Capital, Inc. History New 4,134 253 0.17% 1733 +4,134 New Q1 2026 May 13, 2026
SilverOak Wealth Management LLC History New 4,128 252 0.04% 1737 +4,128 New Q1 2026 Apr 29, 2026
Runnymede Capital Advisors, Inc. History New 4,120 252 0.22% 1738 +4,120 New Q1 2026 Apr 13, 2026
Abbot Financial Management, Inc. History New 4,118 252 0.11% 1736 +4,118 New Q1 2026 May 13, 2026
TRUEFG, LLC History Reduced 4,125 252 0.07% 0.07% 1735 -1,435 -25.81% Q1 2026 Apr 22, 2026
Sharp Wealth Advisory, LLC History New 4,100 251 0.12% 1739 +4,100 New Q1 2026 Apr 27, 2026
Lakeridge Wealth Management LLC History New 4,090 250 0.11% 1743 +4,090 New Q1 2026 Apr 08, 2026
KINTRA WEALTH, LLC History New 4,089 250 0.02% 1741 +4,089 New Q1 2026 May 15, 2026
Tevis Investment Management History New 4,089 250 0.14% 1742 +4,089 New Q1 2026 May 01, 2026
Zhang Financial LLC History New 4,087 250 0.01% 1740 +4,087 New Q1 2026 May 06, 2026
Red Door Wealth Management, LLC History New 4,078 249 0.03% 1747 +4,078 New Q1 2026 Apr 22, 2026
Winthrop Advisory Group LLC History New 4,068 249 0.02% 1746 +4,068 New Q1 2026 Apr 13, 2026
Analyst IMS Investment Management Services Ltd. History New 4,064 249 0.01% 1745 +4,064 New Q1 2026 Apr 23, 2026
Blue Barn Wealth, LLC History No change 5,570 249 0.36% 0.36% 1744 0 0.0% Q4 2025 Feb 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 4,054 248 0.17% 1748 +4,054 New Q1 2026 May 14, 2026
Marble Wealth, LLC History New 4,051 248 0.04% 1749 +4,051 New Q1 2026 May 14, 2026
Tempus Wealth Planning, LLC History New 4,034 247 0.06% 1750 +4,034 New Q1 2026 Apr 28, 2026
Capstone Financial Advisors, Inc. History New 4,030 246 0.01% 1752 +4,030 New Q1 2026 May 15, 2026
BTC Capital Management, Inc. History New 4,022 246 0.02% 1753 +4,022 New Q1 2026 Apr 20, 2026
Mills Wealth Advisors LLC History New 4,021 246 0.09% 1754 +4,021 New Q1 2026 Apr 24, 2026
NICOLET ADVISORY SERVICES, LLC History No change 5,327 246 0.02% 0.02% 1751 0 0.0% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Reduced 4,000 245 0.01% 0.01% 1755 -7,136 -64.08% Q1 2026 May 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 4,004 245 0.03% 1759 +4,004 New Q1 2026 Apr 13, 2026
Ballast, Inc. History New 4,000 245 0.06% 1758 +4,000 New Q1 2026 May 15, 2026
SCRATCH CAPITAL LLC History New 4,000 245 0.14% 1760 +4,000 New Q1 2026 May 11, 2026
Comprehensive Financial Planning, Inc./PA History Added to 4,004 245 0.17% 0.12% 1756 +23 0.58% Q1 2026 Apr 07, 2026
MidFirst Bank History No change 4,014 245 0.02% 0.01% 1757 0 0.0% Q1 2026 May 15, 2026
Exit Wealth Advisors, LLC. History New 3,997 244 0.13% 1761 +3,997 New Q1 2026 May 11, 2026
USA FINANCIAL FORMULAS History Reduced 3,964 242 0.05% 0.05% 1762 -1,849 -31.81% Q1 2026 Apr 14, 2026
BAYBAN History No change 3,956 242 0.21% 0.16% 1763 0 0.0% Q1 2026 Apr 24, 2026
Keebeck Wealth Management History Reduced 3,940 241 0.03% 0.03% 1765 -1,098 -21.79% Q1 2026 May 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 3,943 241 0.15% 0.13% 1764 -1,067 -21.3% Q1 2026 May 15, 2026
Essex Bank History New 3,925 240 0.05% 1767 +3,925 New Q1 2026 Apr 17, 2026
Richmond Investment Services, LLC History Reduced 3,931 240 0.04% 0.04% 1766 -662 -14.41% Q1 2026 Apr 29, 2026
Barnes Wealth Management Group, Inc History New 3,913 239 0.12% 1770 +3,913 New Q1 2026 May 15, 2026
Wealth Quarterback LLC History New 3,907 239 0.09% 1769 +3,907 New Q1 2026 Apr 09, 2026
Mill Creek Capital Advisors, LLC History Reduced 3,917 239 0.0% 0.01% 1768 -2,254 -36.53% Q1 2026 May 14, 2026
SEVEN MILE ADVISORY History New 3,896 238 0.17% 1774 +3,896 New Q1 2026 Apr 14, 2026
VISTA INVESTMENT MANAGEMENT History New 3,887 238 0.08% 1772 +3,887 New Q1 2026 May 15, 2026
Graves Light Lenhart Wealth, Inc. History New 3,885 238 0.02% 1773 +3,885 New Q1 2026 Apr 08, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 3,886 238 0.02% 0.02% 1771 -703 -15.32% Q1 2026 May 11, 2026
Centric Wealth Management History New 4,003 237 0.05% 1776 +4,003 New Q1 2026 May 12, 2026
Hara Capital LLC History Added to 3,880 237 0.12% 0.09% 1775 +110 2.92% Q1 2026 May 14, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,865 236 0.01% 1779 +3,865 New Q1 2026 Apr 16, 2026
RWA WEALTH PARTNERS, LLC History New 3,858 236 0.0% 1777 +3,858 New Q1 2026 May 13, 2026
RFP Financial Group LLC History New 3,855 236 0.13% 1778 +3,855 New Q1 2026 May 13, 2026
Aull & Monroe Investment Management Corp History New 3,850 235 0.11% 1781 +3,850 New Q1 2026 Apr 21, 2026
Milestone Asset Management Group, LLC History New 3,850 235 0.14% 1782 +3,850 New Q1 2026 May 14, 2026
First Bancorp, Inc /ME/ History New 3,844 235 0.12% 1780 +3,844 New Q1 2026 Apr 20, 2026
NDWM LLC History New 3,810 233 0.15% 1783 +3,810 New Q1 2026 Apr 24, 2026
Nabity-Jensen Investment Management Inc History New 3,806 233 0.16% 1785 +3,806 New Q1 2026 Apr 21, 2026
KFG WEALTH MANAGEMENT, LLC History New 3,805 233 0.03% 1784 +3,805 New Q1 2026 Apr 20, 2026
AGP FRANKLIN, LLC History New 3,800 232 0.12% 1790 +3,800 New Q1 2026 Apr 17, 2026
Oliver Luxxe Assets LLC History New 3,795 232 0.03% 1789 +3,795 New Q1 2026 Apr 08, 2026
SANDERS MORRIS HARRIS LLC History New 3,794 232 0.04% 1788 +3,794 New Q1 2026 Apr 09, 2026
Navis Wealth Advisors, LLC History Reduced 3,800 232 0.12% 0.13% 1786 -3,000 -44.12% Q1 2026 May 15, 2026
Magnolia Private Wealth, LLC History Reduced 3,795 232 0.15% 0.15% 1787 -915 -19.43% Q1 2026 Apr 21, 2026
American Money Management, LLC History New 3,781 231 0.04% 1794 +3,781 New Q1 2026 May 11, 2026
SmartHarvest Portfolios, LLC History New 3,778 231 0.1% 1795 +3,778 New Q1 2026 Apr 20, 2026
Linscomb Wealth, Inc. History New 3,776 231 0.01% 1793 +3,776 New Q1 2026 May 11, 2026
N.E.W. Advisory Services LLC History Added to 3,786 231 0.02% 0.01% 1792 +222 6.23% Q1 2026 May 04, 2026
Weaver Capital Management LLC History No change 3,772 231 0.05% 0.04% 1791 0 0.0% Q1 2026 Apr 17, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 3,764 230 0.03% 0.03% 1796 -1,025 -21.4% Q1 2026 May 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,758 230 0.0% 0.0% 1797 0 0.0% Q1 2026 May 14, 2026
Alhambra Investment Management LLC History New 3,745 229 0.11% 1799 +3,745 New Q1 2026 Apr 15, 2026
Martel Wealth Advisors LLC History New 3,740 229 0.04% 1800 +3,740 New Q1 2026 May 01, 2026
Sierra Capital LLC History New 3,738 229 0.02% 1798 +3,738 New Q1 2026 May 15, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History New 3,729 228 0.02% 1801 +3,729 New Q1 2026 May 11, 2026
Torrey-Payne Wealth Management, LLC History New 3,720 227 0.21% 1802 +3,720 New Q1 2026 May 05, 2026
TradeWell Securities, LLC. History New 3,691 226 0.1% 1804 +3,691 New Q1 2026 Apr 13, 2026
HOWE & RUSLING INC History Added to 3,697 226 0.01% 0.01% 1803 +1,717 86.72% Q1 2026 Apr 28, 2026
Horizon Investment Services, LLC History New 3,684 225 0.08% 1805 +3,684 New Q1 2026 May 15, 2026
Sincerus Advisory, LLC History New 3,668 224 0.17% 1809 +3,668 New Q1 2026 Apr 06, 2026
MACQUARIE GROUP LTD History New 3,667 224 0.0% 1807 +3,667 New Q1 2026 May 15, 2026
TPG Advisors LLC History New 3,666 224 0.14% 1808 +3,666 New Q1 2026 Apr 22, 2026
Missouri Trust & Investment Co History No change 3,666 224 0.07% 0.05% 1806 0 0.0% Q1 2026 May 14, 2026
Fund Advisors of America Inc/FL History New 3,652 223 0.23% 1812 +3,652 New Q1 2026 May 13, 2026
SVB WEALTH LLC History New 3,650 223 0.01% 1811 +3,650 New Q1 2026 Apr 17, 2026
MANNING & NAPIER ADVISORS LLC History No change 3,600 223 0.0% 0.0% 1810 0 0.0% Q1 2026 Apr 30, 2026
Mizuho Markets Cayman LP History Reduced 3,635 222 0.01% 0.05% 1814 -16,870 -82.27% Q1 2026 May 13, 2026
DMC Group, LLC History New 3,634 222 0.15% 1816 +3,634 New Q1 2026 Apr 30, 2026
CFC Planning Co LLC History New 3,625 222 0.16% 1815 +3,625 New Q1 2026 Apr 24, 2026
Stonebridge Financial Planning Group, LLC History Reduced 3,630 222 0.08% 0.07% 1813 -848 -18.94% Q1 2026 May 08, 2026
KOM Wealth Management Group, LLC History New 3,612 221 0.15% 1817 +3,612 New Q1 2026 Apr 23, 2026
WealthPLAN Partners, LLC History Reduced 3,599 220 0.04% 0.05% 1818 -3,703 -50.71% Q1 2026 Apr 29, 2026
Bolthouse Investments, LLC History New 3,600 220 0.2% 1819 +3,600 New Q1 2026 Apr 28, 2026
Trail Ridge Investment Advisors, LLC History New 3,590 219 0.1% 1820 +3,590 New Q1 2026 May 05, 2026
Forbes Financial Planning, Inc. History New 3,580 219 0.13% 1821 +3,580 New Q1 2026 Apr 17, 2026
Canopy Partners, LLC History New 3,579 219 0.08% 1822 +3,579 New Q1 2026 May 11, 2026
Leonard Rickey Investment Advisors P.L.L.C. History New 3,566 218 0.04% 1824 +3,566 New Q1 2026 Apr 08, 2026
RED CRANE WEALTH MANAGEMENT, LLC History New 3,563 218 0.18% 1823 +3,563 New Q1 2026 Apr 28, 2026
Destiny Wealth Partners, LLC History New 3,562 218 0.02% 1825 +3,562 New Q1 2026 May 11, 2026
CPWA, LLC History New 3,808 217 0.26% 1828 +3,808 New Q1 2026 May 13, 2026
Facet Wealth, Inc. History New 3,548 217 0.0% 1826 +3,548 New Q1 2026 May 07, 2026
Z3 Capital Partners, LLC History New 3,545 217 0.05% 1827 +3,545 New Q1 2026 May 07, 2026
Cambridge Advisors Inc. History New 3,536 216 0.04% 1832 +3,536 New Q1 2026 Apr 16, 2026
Rakuten Securities, Inc. History Added to 3,542 216 0.09% 0.0% 1831 +3,314 1453.51% Q1 2026 May 01, 2026
Comprehensive Wealth Management, LLC History Reduced 3,534 216 0.11% 0.13% 1830 -1,508 -29.91% Q1 2026 May 14, 2026
COUNTRY TRUST BANK History Reduced 3,538 216 0.0% 0.0% 1829 -480 -11.95% Q1 2026 Apr 10, 2026
Huntleigh Advisors, Inc. History New 3,524 215 0.04% 1833 +3,524 New Q1 2026 Apr 21, 2026
Investment Planning Advisors, Inc. History New 3,520 215 0.06% 1834 +3,520 New Q1 2026 Apr 23, 2026
WEALTHSPAN PARTNERS, LLC History New 3,506 214 0.08% 1838 +3,506 New Q1 2026 Apr 08, 2026
ELCO Management Co., LLC History New 3,500 214 0.1% 1837 +3,500 New Q1 2026 Apr 23, 2026
AMERICAN NATIONAL BANK & TRUST History No change 3,502 214 0.02% 0.01% 1835 0 0.0% Q1 2026 Apr 23, 2026
Tortuga Wealth Management, Inc History No change 4,799 214 0.23% 0.23% 1836 0 0.0% Q4 2025 Apr 16, 2026
LYNCH & ASSOCIATES/IN History New 3,493 213 0.04% 1839 +3,493 New Q1 2026 Apr 08, 2026
Box Hill Private Wealth LLC History New 3,493 213 0.21% 1841 +3,493 New Q1 2026 Apr 03, 2026
JT Stratford LLC History New 3,479 213 0.03% 1840 +3,479 New Q1 2026 May 15, 2026
Waterway Wealth Management, LLC History New 3,464 212 0.05% 1842 +3,464 New Q1 2026 Apr 21, 2026
SPWM Advisors LLC History New 3,674 211 0.18% 1844 +3,674 New Q1 2026 May 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History New 3,452 211 0.02% 1843 +3,452 New Q1 2026 Apr 23, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 3,441 210 0.08% 1848 +3,441 New Q1 2026 Apr 14, 2026
Burns Matteson Capital Management, LLC History New 3,435 210 0.08% 1846 +3,435 New Q1 2026 May 15, 2026
Good Harbor Advisors, Inc. History New 3,434 210 0.23% 1849 +3,434 New Q1 2026 May 05, 2026
American Financial Advisors, LLC History New 3,431 210 0.03% 1845 +3,431 New Q1 2026 May 13, 2026
Talon Private Wealth, LLC History New 3,430 210 0.03% 1847 +3,430 New Q1 2026 May 15, 2026
Windward Private Wealth Management Inc. History New 3,419 209 0.07% 1850 +3,419 New Q1 2026 May 06, 2026
Gray Private Wealth, LLC History New 3,416 209 0.11% 1851 +3,416 New Q1 2026 May 06, 2026
VISIONARY HORIZONS, LLC History New 3,405 208 0.1% 1856 +3,405 New Q1 2026 Apr 17, 2026
Sendero Wealth Management, LLC History New 3,400 208 0.02% 1852 +3,400 New Q1 2026 Apr 22, 2026
DeDora Capital, Inc. History New 3,400 208 0.05% 1853 +3,400 New Q1 2026 Apr 27, 2026
Wealth Alliance Advisory Group, LLC History New 3,400 208 0.03% 1854 +3,400 New Q1 2026 Apr 09, 2026
BCGM Wealth Management, LLC History New 3,399 208 0.05% 1855 +3,399 New Q1 2026 May 05, 2026
Second Line Capital, LLC History New 3,474 207 0.04% 1859 +3,474 New Q1 2026 May 14, 2026
Vertex Planning Partners, LLC History New 3,393 207 0.04% 1858 +3,393 New Q1 2026 May 15, 2026
one8zero8, LLC History Added to 3,384 207 0.05% 0.03% 1857 +764 29.16% Q1 2026 May 07, 2026
SSI INVESTMENT MANAGEMENT LLC History New 3,370 206 0.01% 1861 +3,370 New Q1 2026 May 13, 2026
Dynamic Financial Group History New 3,370 206 0.17% 1863 +3,370 New Q1 2026 May 12, 2026
Financial Life Planners History New 3,368 206 0.16% 1862 +3,368 New Q1 2026 Apr 24, 2026
Ares Financial Consulting, LLC History Added to 3,500 206 0.16% 0.15% 1860 +14 0.4% Q1 2026 Apr 02, 2026
BlackDiamond Wealth Management, LLC History Reduced 3,345 204 0.1% 0.17% 1864 -3,028 -47.51% Q1 2026 May 12, 2026
Chesley Taft & Associates LLC History New 3,313 202 0.01% 1865 +3,313 New Q1 2026 Apr 13, 2026
Impact Partnership Wealth, LLC History New 3,282 201 0.02% 1867 +3,282 New Q1 2026 Apr 23, 2026
Tripletail Wealth Management, LLC History Reduced 3,400 201 0.27% 0.29% 1866 -1,790 -34.49% Q1 2026 May 14, 2026
My Personal CFO, LLC History New 3,265 200 0.09% 1869 +3,265 New Q1 2026 Apr 21, 2026
SHP Wealth Management History Added to 3,269 200 0.02% 0.01% 1868 +101 3.19% Q1 2026 May 08, 2026
Reyes Financial Architecture, Inc. History Added to 3,131 191 0.16% 0.06% 1871 +851 37.32% Q1 2026 May 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 3,133 191 0.03% 0.03% 1870 +71 2.32% Q1 2026 May 06, 2026
HORIZON BANCORP INC /IN/ History Reduced 3,104 190 0.09% 0.07% 1872 -62 -1.96% Q1 2026 Apr 22, 2026
Winch Advisory Services, LLC History Reduced 3,109 190 0.04% 0.03% 1873 -39 -1.24% Q1 2026 Apr 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 3,074 188 0.08% 0.05% 1874 -12 -0.39% Q1 2026 Apr 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,910 178 0.02% 0.01% 1875 0 0.0% Q1 2026 May 11, 2026
Peterson Wealth Services History No change 2,892 177 0.04% 0.03% 1876 0 0.0% Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History Added to 2,867 175 0.02% 0.02% 1878 +29 1.02% Q1 2026 Apr 21, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,852 175 0.12% 0.11% 1877 0 0.0% Q1 2026 May 15, 2026
Dynamic Wealth Strategies, LLC History Added to 2,848 174 0.1% 0.04% 1879 +1,496 110.65% Q1 2026 May 13, 2026
Forum Finance Group S.A. History New 3,600 173 0.09% 1881 +3,600 New Q1 2026 May 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 2,826 173 0.02% 0.02% 1880 -1,454 -33.97% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 2,801 171 0.01% 0.0% 1882 -43 -1.51% Q1 2026 May 11, 2026
Park Place Capital Corp History Added to 2,781 170 0.03% 0.0% 1884 +2,722 4613.56% Q1 2026 Apr 09, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,000 170 0.0% 0.0% 1883 0 0.0% Q1 2026 Apr 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 2,749 168 0.01% 1885 +2,749 New Q1 2026 May 11, 2026
OBSIDIAN CIO, LLC History Added to 2,714 166 0.15% 0.05% 1886 +2,017 289.38% Q1 2026 May 11, 2026
WFA of San Diego, LLC History Reduced 2,700 165 0.13% 0.11% 1887 -800 -22.86% Q1 2026 May 11, 2026
Addison Advisors LLC History Added to 2,608 159 0.04% 0.03% 1888 +66 2.6% Q1 2026 May 08, 2026
Providence Capital Advisors, LLC History Reduced 2,594 158 0.03% 0.02% 1889 -310 -10.67% Q1 2026 May 14, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 2,558 156 0.06% 0.01% 1890 +1,672 188.71% Q1 2026 May 06, 2026
Founders Capital Management History Added to 2,562 156 0.08% 0.06% 1891 +3 0.12% Q1 2026 Apr 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 2,524 154 0.01% 1892 +2,524 New Q1 2026 Apr 14, 2026
Friedenthal Financial History New 2,489 152 0.08% 1893 +2,489 New Q1 2026 Apr 20, 2026
Darwin Wealth Management, LLC History Reduced 2,469 151 0.05% 0.58% 1894 -39,174 -94.07% Q1 2026 May 01, 2026
ORG Partners LLC History No change 3,376 150 0.03% 0.03% 1895 0 0.0% Q4 2025 Jan 14, 2026
SSA SWISS ADVISORS AG History No change 3,318 148 0.07% 0.07% 1896 0 0.0% Q4 2025 Feb 26, 2026
HM PAYSON & CO History New 2,400 147 0.0% 1898 +2,400 New Q1 2026 Apr 13, 2026
Cranbrook Wealth Management, LLC History Reduced 2,413 147 0.03% 0.02% 1897 -131 -5.15% Q1 2026 Apr 15, 2026
Hamilton Point Investment Advisors, LLC History Reduced 2,392 146 0.02% 0.02% 1899 -316 -11.67% Q1 2026 May 06, 2026
Wellington Shields Capital Management, LLC History New 2,375 145 0.02% 1900 +2,375 New Q1 2026 May 04, 2026
Centerpoint Advisors, LLC History No change 2,330 143 0.05% 0.03% 1901 0 0.0% Q1 2026 May 07, 2026
McIlrath & Eck, LLC History Added to 2,324 142 0.01% 0.01% 1903 +4 0.17% Q1 2026 May 19, 2026
Cheviot Value Management, LLC History No change 2,324 142 0.01% 0.01% 1902 0 0.0% Q1 2026 May 12, 2026
Roble, Belko & Company, Inc History Added to 2,292 140 0.02% 0.0% 1904 +1,557 211.84% Q1 2026 Apr 16, 2026
Abound Wealth Management History Added to 2,283 139 0.03% 0.02% 1905 +114 5.26% Q1 2026 Apr 10, 2026
Root Financial Partners, LLC History Added to 2,281 139 0.01% 0.01% 1906 +62 2.79% Q1 2026 Apr 24, 2026
Coston, McIsaac & Partners History Added to 2,262 138 0.03% 0.02% 1908 +25 1.12% Q1 2026 Apr 22, 2026
Ameliora Wealth Management Ltd. History No change 2,260 138 0.04% 0.03% 1907 0 0.0% Q1 2026 Apr 23, 2026
True Link Financial Advisors, LLC History New 2,228 136 0.01% 1910 +2,228 New Q1 2026 Apr 29, 2026
Keating Financial Advisory Services, Inc. History Reduced 2,223 136 0.02% 0.02% 1909 -421 -15.92% Q1 2026 May 15, 2026
Y.D. More Investments Ltd History Reduced 2,154 131 0.01% 0.04% 1911 -16,000 -88.13% Q1 2026 May 04, 2026
Nova Wealth Management, Inc. History Added to 2,142 131 0.09% 0.05% 1912 +394 22.54% Q1 2026 Apr 14, 2026
Redwood Park Advisors LLC History Added to 2,121 129 0.09% 0.03% 1913 +1,258 145.77% Q1 2026 May 04, 2026
Game Plan Financial Advisors, LLC History Added to 2,089 127 0.06% 0.03% 1914 +304 17.03% Q1 2026 Apr 23, 2026
Global Wealth Strategies & Associates History Reduced 2,066 126 0.03% 0.03% 1915 -366 -15.05% Q1 2026 Apr 03, 2026
MTM Investment Management, LLC History Added to 2,048 125 0.04% 0.03% 1916 +7 0.34% Q1 2026 May 06, 2026
Hickory Point Bank & Trust History New 2,026 124 0.08% 1919 +2,026 New Q1 2026 Apr 03, 2026
Planning Project LLC History No change 2,786 124 0.03% 0.03% 1917 0 0.0% Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History No change 2,040 124 0.07% 0.05% 1918 0 0.0% Q1 2026 Apr 20, 2026
FIRST UNITED BANK & TRUST History Added to 2,010 123 0.04% 0.02% 1920 +808 67.22% Q1 2026 Apr 21, 2026
BOCHK Asset Management Ltd History New 2,000 122 0.03% 1922 +2,000 New Q1 2026 May 06, 2026
CVA Family Office, LLC History Added to 1,999 122 0.01% 0.01% 1921 +17 0.86% Q1 2026 Apr 29, 2026
Byrne Asset Management LLC History Reduced 1,969 120 0.07% 0.05% 1923 -178 -8.29% Q1 2026 Apr 02, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 1,952 119 0.01% 0.01% 1924 -1,072 -35.45% Q1 2026 Apr 16, 2026
HighMark Wealth Management LLC History Added to 1,955 119 0.05% 0.04% 1925 +3 0.15% Q1 2026 May 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,643 118 0.03% 0.03% 1926 0 0.0% Q4 2025 Feb 11, 2026
Strategic Investment Advisors / MI History New 1,911 117 0.01% 1929 +1,911 New Q1 2026 May 18, 2026
Bangor Savings Bank History Added to 1,914 117 0.01% 0.01% 1927 +32 1.7% Q1 2026 Apr 01, 2026
Versant Capital Management, Inc History No change 1,924 117 0.01% 0.01% 1928 0 0.0% Q1 2026 Apr 06, 2026
Wellington Shields & Co., LLC History New 1,900 116 0.03% 1930 +1,900 New Q1 2026 May 04, 2026
TD Capital Management LLC History Reduced 1,870 114 0.01% 0.01% 1931 -339 -15.35% Q1 2026 May 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,556 114 0.03% 0.03% 1932 0 0.0% Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,854 113 0.09% 0.06% 1933 0 0.0% Q1 2026 Apr 21, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 1,791 109 0.01% 1934 +1,791 New Q1 2026 May 15, 2026
Glass Jacobson Investment Advisors llc History New 1,791 109 0.04% 1935 +1,791 New Q1 2026 Apr 23, 2026
GILL CAPITAL PARTNERS, LLC History New 1,770 108 0.03% 1937 +1,770 New Q1 2026 Apr 13, 2026
Smithfield Trust Co History No change 1,770 108 0.0% 0.0% 1936 0 0.0% Q1 2026 May 08, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 1,732 106 0.01% 0.01% 1938 +1,036 148.85% Q1 2026 May 18, 2026
WEST PACES ADVISORS INC. History Added to 1,686 103 0.02% 0.01% 1939 +1 0.06% Q1 2026 May 05, 2026
MBM WEALTH CONSULTANTS, LLC History New 1,650 101 0.02% 1940 +1,650 New Q1 2026 Apr 20, 2026
PRUDENTIAL PLC History New 1,600 98 0.0% 1942 +1,600 New Q1 2026 May 13, 2026
Integrity Financial Corp /WA History No change 1,600 98 0.05% 0.04% 1941 0 0.0% Q1 2026 May 14, 2026
Holos Integrated Wealth LLC History Added to 1,583 95 0.05% 0.01% 1944 +1,005 173.88% Q1 2026 Apr 08, 2026
Quest 10 Wealth Builders, Inc. History Reduced 1,559 95 0.08% 0.06% 1943 -1 -0.06% Q1 2026 May 06, 2026
Monetary Solutions, Ltd History No change 1,540 94 0.09% 0.07% 1945 0 0.0% Q1 2026 May 01, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,523 93 0.0% 0.0% 1946 +541 55.09% Q1 2026 May 01, 2026
NFSG Corp History Reduced 1,492 91 0.01% 0.02% 1949 -2,055 -57.94% Q1 2026 May 05, 2026
Biltmore Family Office, LLC History Reduced 1,500 91 0.01% 0.01% 1947 -250 -14.29% Q1 2026 May 11, 2026
Gleason Group, Inc. History Added to 1,491 91 0.01% 0.01% 1948 +9 0.61% Q1 2026 May 04, 2026
PlanVest Financial, Inc History New 1,475 90 0.07% 1950 +1,475 New Q1 2026 May 14, 2026
DAGCO, INC. History Added to 1,398 85 0.02% 0.0% 1951 +1,000 251.26% Q1 2026 Apr 20, 2026
Olistico Wealth, LLC History Added to 1,390 85 0.04% 0.03% 1952 +100 7.75% Q1 2026 Apr 08, 2026
Brentview Investment Management LLC History No change 1,400 85 0.04% 0.03% 1953 0 0.0% Q1 2026 May 13, 2026
Topsail Wealth Management, LLC History No change 1,400 85 0.01% 0.01% 1954 0 0.0% Q1 2026 Apr 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,376 84 0.01% 0.0% 1955 -30,293 -95.66% Q1 2026 May 12, 2026
Owl Creek Wealth Partners LLC History New 1,371 83 0.03% 1956 +1,371 New Q1 2026 May 13, 2026
Nemes Rush Group LLC History Added to 1,351 82 0.01% 0.01% 1958 +2 0.15% Q1 2026 Apr 21, 2026
Glassman Wealth Services History No change 1,340 82 0.01% 0.01% 1957 0 0.0% Q1 2026 May 04, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 1,317 80 0.01% 0.42% 1959 -146,859 -99.11% Q1 2026 May 06, 2026
Synergy Investment Management, LLC History New 1,306 80 0.03% 1962 +1,306 New Q1 2026 May 14, 2026
Seneschal Advisors, LLC History Reduced 1,313 80 0.06% 0.05% 1961 -161 -10.92% Q1 2026 May 08, 2026
Delos Wealth Advisors, LLC History No change 1,322 80 0.05% 0.04% 1960 0 0.0% Q1 2026 May 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,294 79 0.02% 0.02% 1963 0 0.0% Q1 2026 May 14, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 1,278 78 0.04% 0.03% 1964 +1 0.08% Q1 2026 May 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,288 78 0.01% 0.01% 1965 0 0.0% Q1 2026 Apr 28, 2026
Dorato Capital Management History No change 1,348 78 0.06% 0.05% 1966 0 0.0% Q1 2026 Apr 09, 2026
Millstone Evans Group, LLC History No change 1,264 77 0.05% 0.03% 1967 0 0.0% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History Reduced 1,257 76 0.01% 0.01% 1968 -89 -6.61% Q1 2026 Apr 24, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 668 75 0.13% 1969 +668 New Q1 2026 May 11, 2026
JPL Wealth Management, LLC History New 1,220 74 0.02% 1970 +1,220 New Q1 2026 May 08, 2026
Morse Asset Management, Inc History Reduced 1,206 73 0.02% 0.01% 1971 -46 -3.67% Q1 2026 May 14, 2026
Compagnie Lombard Odier SCmA History Added to 1,187 72 0.0% 0.0% 1973 +285 31.6% Q1 2026 Apr 15, 2026
Bollard Group LLC History Added to 1,168 72 0.0% 0.0% 1972 +4 0.34% Q1 2026 May 14, 2026
Investors Portfolio Services LLC History New 1,167 71 0.07% 1976 +1,167 New Q1 2026 May 14, 2026
Hilltop National Bank History Reduced 1,170 71 0.02% 0.02% 1975 -610 -34.27% Q1 2026 Apr 02, 2026
Mascoma Wealth Management LLC History No change 1,166 71 0.01% 0.01% 1974 0 0.0% Q1 2026 Apr 30, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 1,151 70 0.07% 0.05% 1978 -3 -0.26% Q1 2026 Apr 22, 2026
Rosenberg Matthew Hamilton History No change 1,150 70 0.01% 0.01% 1977 0 0.0% Q1 2026 Apr 06, 2026
Archer Investment Corp History Added to 1,113 68 0.01% 0.0% 1980 +913 456.5% Q1 2026 May 04, 2026
Wagner Wealth Management, LLC History Added to 1,113 68 0.01% 0.01% 1979 +145 14.98% Q1 2026 Apr 24, 2026
Cassaday & Co Wealth Management LLC History New 1,104 67 0.0% 1985 +1,104 New Q1 2026 May 07, 2026
Berbice Capital Management LLC History Added to 1,100 67 0.04% 0.0% 1984 +900 450.0% Q1 2026 May 06, 2026
Caitlin John, LLC History Added to 1,104 67 0.04% 0.03% 1982 +122 12.42% Q1 2026 May 13, 2026
DARA CAPITAL US, INC. History No change 1,100 67 0.06% 0.04% 1981 0 0.0% Q1 2026 Apr 30, 2026
MGB Wealth Management, LLC History No change 1,500 67 0.02% 0.02% 1983 0 0.0% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Reduced 1,067 65 0.0% 0.0% 1986 -442 -29.29% Q1 2026 May 05, 2026
Collier Financial History Added to 1,064 65 0.05% 0.04% 1987 +1 0.09% Q1 2026 May 11, 2026
Tanglewood Legacy Advisors, LLC History Added to 1,015 62 0.02% 0.02% 1988 +7 0.69% Q1 2026 Apr 27, 2026
JDM Financial Group LLC History No change 1,008 61 0.02% 0.02% 1989 0 0.0% Q1 2026 May 20, 2026
Intesa Sanpaolo Wealth Management History No change 1,000 61 0.01% 0.01% 1990 0 0.0% Q1 2026 May 15, 2026
Dunhill Financial, LLC History Added to 993 60 0.01% 0.01% 1991 +3 0.3% Q1 2026 May 06, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 962 58 0.03% 0.02% 1993 +260 37.04% Q1 2026 May 12, 2026
WealthShield Partners, LLC History Added to 954 58 0.01% 0.0% 1992 +107 12.63% Q1 2026 May 01, 2026
Rialto Wealth Management, LLC History Added to 950 58 0.01% 0.01% 1994 +102 12.03% Q1 2026 May 14, 2026
DecisionPoint Financial, LLC History Reduced 920 56 0.01% 0.01% 1997 -468 -33.72% Q1 2026 May 06, 2026
Avalon Trust Co History Added to 930 56 0.0% 0.0% 1996 +450 93.75% Q1 2026 May 06, 2026
Family Manage LLC History No change 928 56 0.01% 0.01% 1995 0 0.0% Q1 2026 May 15, 2026
Paladin Advisory Group, LLC History No change 898 55 0.04% 0.03% 1998 0 0.0% Q1 2026 Apr 30, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 879 53 0.03% 1999 +879 New Q1 2026 May 08, 2026
FIRST COMMUNITY TRUST NA History Added to 863 52 0.04% 0.03% 2000 +33 3.98% Q1 2026 Apr 16, 2026