SELECT SECTOR SPDR TRUST - XLF

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
JPMORGAN CHASE & CO History Added to 144,985,688 7,011,507 0.45% 0.33% 1 +48,607,893 50.43% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 85,978,579 4,244,762 0.31% 0.32% 2 +5,364,413 6.65% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 50,071,096 2,472,010 0.47% 0.44% 3 +6,055,290 13.76% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 49,944,851 2,465,777 1.03% 0.82% 4 +14,297,600 40.11% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 49,750,375 2,456,176 0.15% 0.13% 5 +8,827,113 21.57% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 48,625,378 2,400,634 0.27% 0.27% 6 +5,377,090 12.43% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 45,981,205 2,270,092 0.37% 0.13% 7 +30,696,633 200.83% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 45,401,315 2,241,462 0.26% 0.19% 8 +16,923,008 59.42% Q1 2026 May 15, 2026
UBS Group AG History Added to 35,103,224 1,733,046 0.26% 0.25% 9 +7,441,791 26.9% Q1 2026 May 05, 2026
JANE STREET GROUP, LLC History Reduced 34,862,527 1,721,162 0.22% 0.31% 10 -2,651,050 -7.07% Q1 2026 May 12, 2026
Parallax Volatility Advisers, L.P. History Added to 32,277,979 1,683,450 4.37% 3.13% 11 +3,326,378 11.49% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 24,931,897 1,230,887 0.52% 0.65% 12 -2,037,864 -7.56% Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 24,064,773 1,188,077 0.32% 0.41% 13 -1,336,454 -5.26% Q1 2026 May 04, 2026
LPL Financial LLC History Reduced 20,178,033 996,189 0.26% 0.32% 14 -1,547,590 -7.12% Q1 2026 May 06, 2026
ROYAL BANK OF CANADA History Reduced 18,337,260 905,310 0.16% 0.19% 15 -2,611,519 -12.47% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 16,174,693 798,544 0.25% 0.28% 16 -113,897 -0.7% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 13,633,666 673,094 1.25% 0.96% 17 +4,183,392 44.27% Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 12,997,200 641,671 1.12% 1.37% 18 +200,822 1.57% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 9,352,498 535,859 0.12% 0.14% 19 -1,979,696 -17.47% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 10,820,885 534,227 0.13% 0.1% 20 +3,298,327 43.85% Q1 2026 May 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 9,944,337 490,951 2.6% 1.8% 21 +3,627,417 57.42% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 9,792,228 483,442 0.65% 0.73% 22 -191,515 -1.92% Q1 2026 Apr 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 768,220 462,486 0.22% 0.18% 23 -586,585 -43.3% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History Added to 9,254,845 456,912 1.13% 1.15% 24 +79,955 0.87% Q1 2026 Apr 22, 2026
Focus Partners Wealth History Reduced 8,365,717 413,015 0.46% 0.77% 25 -4,011,147 -32.41% Q1 2026 May 14, 2026
WestEnd Advisors, LLC History Reduced 7,763,625 383,290 9.25% 10.15% 26 -195,832 -2.46% Q1 2026 Apr 22, 2026
Jain Global LLC History Added to 6,556,201 323,679 1.34% 1.18% 27 +2,112,101 47.53% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 5,161,736 254,834 0.21% 0.04% 28 +4,610,406 836.23% Q1 2026 May 15, 2026
PGIM Custom Harvest LLC History Reduced 5,005,371 247,115 3.86% 8.16% 29 -5,085,812 -50.4% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Reduced 4,989,600 246,336 0.29% 0.32% 30 -491,458 -8.97% Q1 2026 May 15, 2026
Main Management ETF Advisors, LLC History Reduced 4,888,847 241,362 9.01% 14.66% 31 -2,622,623 -34.91% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Added to 4,484,400 221,394 0.28% 0.14% 32 +2,166,200 93.44% Q1 2026 May 15, 2026
FMR LLC History Reduced 4,305,026 212,539 0.01% 0.01% 33 -19,767 -0.46% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 4,000,666 197,512 0.32% 34 +4,000,666 New Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Added to 3,895,941 192,342 0.28% 0.02% 35 +3,663,304 1574.69% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 3,840,838 189,638 0.28% 0.4% 36 -1,217,589 -24.07% Q1 2026 May 15, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 3,302,334 163,036 1.79% 3.46% 37 -2,167,171 -39.62% Q1 2026 Apr 29, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,272,285 161,552 0.45% 0.56% 38 -918,604 -21.92% Q1 2026 May 04, 2026
MARSHALL WACE, LLP History Added to 3,266,800 161,281 0.16% 0.09% 39 +1,547,491 90.01% Q1 2026 May 14, 2026
Verition Fund Management LLC History Added to 3,255,718 160,734 1.04% 0.1% 40 +2,791,254 600.96% Q1 2026 May 15, 2026
Clal Insurance Enterprises Holdings Ltd History No change 3,196,000 157,787 0.95% 1.13% 41 0 0.0% Q1 2026 May 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 2,966,130 146,437 0.66% 0.33% 42 +807,740 37.42% Q1 2026 May 14, 2026
PEAK6 LLC History Added to 2,884,300 142,397 0.33% 0.12% 43 +1,702,800 144.12% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 2,873,400 141,859 0.15% 0.16% 44 +55,300 1.96% Q1 2026 May 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,848,275 140,619 0.09% 0.09% 45 +25,036 0.89% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 2,832,358 139,833 1.24% 46 +2,832,358 New Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 2,812,087 138,832 0.23% 0.33% 47 -1,410,999 -33.41% Q1 2026 May 08, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 2,737,442 135,147 0.64% 0.71% 48 -32,000 -1.16% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 2,716,310 134,104 0.21% 0.11% 49 +1,396,500 105.81% Q1 2026 May 14, 2026
Cetera Investment Advisers History Reduced 2,652,727 130,965 0.14% 0.18% 50 -290,602 -9.87% Q1 2026 May 13, 2026
J.Safra Asset Management Corp History Added to 2,619,257 129,312 6.97% 5.13% 51 +832,728 46.61% Q1 2026 May 04, 2026
STIFEL FINANCIAL CORP History Reduced 2,523,428 124,581 0.11% 0.13% 52 -201,744 -7.4% Q1 2026 May 12, 2026
NATIXIS History Added to 2,512,480 124,041 0.44% 0.0% 53 +2,509,864 95942.81% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 2,500,752 123,462 0.0% 0.0% 54 +650,294 35.14% Q1 2026 May 13, 2026
Unisphere Establishment History Added to 2,500,000 123,425 1.04% 0.53% 55 +1,200,000 92.31% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Added to 2,379,814 117,491 0.21% 0.02% 56 +2,107,784 774.84% Q1 2026 May 14, 2026
Phoenix Financial Ltd. History Added to 2,302,381 113,667 1.08% 0.78% 57 +983,239 74.54% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Reduced 2,230,439 110,116 0.12% 0.14% 58 -42,717 -1.88% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Reduced 2,091,755 103,269 0.01% 0.02% 59 -98,355 -4.49% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Reduced 2,051,300 101,272 0.27% 0.23% 60 -1,128,800 -35.5% Q1 2026 May 15, 2026
PETREDIS INVESTMENT ADVISORS LLC History Added to 2,006,476 99,059 8.1% 8.24% 61 +85,325 4.44% Q1 2026 Apr 16, 2026
CREDIT AGRICOLE S A History Added to 1,976,935 97,601 0.26% 0.16% 62 +697,306 54.49% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Reduced 1,929,097 95,239 0.43% 0.49% 63 -135,942 -6.58% Q1 2026 May 07, 2026
Rockefeller Capital Management L.P. History Added to 1,917,275 94,655 0.17% 0.19% 64 +21,093 1.11% Q1 2026 May 14, 2026
Advisory Alpha, LLC History Added to 1,907,315 94,164 2.57% 1.93% 65 +615,934 47.7% Q1 2026 May 14, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 1,893,809 93,497 0.81% 2.19% 66 -2,750,865 -59.23% Q1 2026 May 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,838,083 90,746 1.84% 1.92% 67 +100,834 5.8% Q1 2026 Apr 15, 2026
Vontobel Holding Ltd. History Added to 1,826,977 90,197 0.31% 0.08% 68 +1,359,527 290.84% Q1 2026 May 08, 2026
Optiver Holding B.V. History Added to 1,825,469 90,123 0.03% 0.02% 69 +703,576 62.71% Q1 2026 May 15, 2026
Saudi Central Bank History No change 1,717,269 84,781 1.79% 3.51% 70 0 0.0% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 1,710,770 84,460 0.29% 0.15% 71 +885,770 107.37% Q1 2026 May 13, 2026
Main Management LLC History Reduced 1,703,866 84,120 6.12% 8.07% 72 -343,435 -16.78% Q1 2026 May 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 1,700,000 83,929 0.13% 0.02% 73 +1,450,000 580.0% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,613,260 79,646 0.15% 0.12% 74 +349,728 27.68% Q1 2026 May 01, 2026
TIFF ADVISORY SERVICES, LLC History Reduced 1,559,062 76,970 17.35% 26.88% 75 -1,291,929 -45.32% Q1 2026 May 12, 2026
Man Group plc History Added to 1,502,133 74,160 0.13% 0.01% 76 +1,445,302 2543.16% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Added to 1,489,991 73,560 0.5% 0.07% 77 +1,224,171 460.53% Q1 2026 May 07, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,486,023 73,421 2.34% 2.55% 78 +152,440 11.43% Q1 2026 May 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,479,662 73,050 0.1% 0.11% 79 -57,589 -3.75% Q1 2026 Apr 27, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,448,784 71,526 0.03% 2.43% 80 -126,866,565 -98.87% Q1 2026 May 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History Reduced 1,436,292 70,909 4.65% 5.78% 81 -181,730 -11.23% Q1 2026 May 06, 2026
Dynasty Wealth Management, LLC History Reduced 1,405,645 69,396 0.61% 0.93% 82 -323,101 -18.69% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 1,389,659 68,627 0.55% 83 +1,389,659 New Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,331,869 65,754 0.04% 0.04% 84 +8,012 0.61% Q1 2026 May 08, 2026
Quotient Wealth Partners, LLC History Added to 1,320,070 65,171 1.72% 1.75% 85 +118,647 9.88% Q1 2026 Apr 16, 2026
STATE STREET CORP History Reduced 1,194,323 58,963 0.0% 0.0% 86 -176,169 -12.85% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Added to 1,180,115 58,262 0.27% 0.31% 87 +215,652 22.36% Q1 2026 May 08, 2026
Capital Investment Advisors, LLC History Reduced 1,135,914 56,080 0.82% 0.95% 88 -643 -0.06% Q1 2026 Apr 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,119,263 55,257 0.1% 0.16% 89 -393,286 -26.0% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 1,107,430 54,673 0.07% 0.08% 90 -131,635 -10.62% Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 1,094,006 54,011 0.11% 0.12% 91 +57,902 5.59% Q1 2026 May 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,092,023 53,913 0.14% 0.17% 92 -75,894 -6.5% Q1 2026 Apr 30, 2026
CIBC WORLD MARKET INC. History Reduced 1,088,922 53,760 0.09% 0.28% 93 -2,056,762 -65.38% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 1,087,508 53,690 0.1% 0.12% 94 +404,954 59.33% Q1 2026 May 01, 2026
HSBC HOLDINGS PLC History Added to 1,085,948 53,518 0.03% 0.03% 95 +37,112 3.54% Q1 2026 Apr 30, 2026
Cerity Partners LLC History Reduced 1,020,232 50,369 0.07% 0.08% 96 -15,767 -1.52% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,000,721 49,405 0.07% 0.08% 97 +10,259 1.04% Q1 2026 May 15, 2026
BlueCrest Capital Management Ltd History Reduced 1,000,000 49,370 2.92% 2.15% 98 -305,000 -23.37% Q1 2026 May 15, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 919,245 45,383 2.8% 2.94% 99 +33,562 3.79% Q1 2026 May 13, 2026
Gradient Investments LLC History Added to 915,406 45,193 0.7% 0.75% 100 +58,443 6.82% Q1 2026 Apr 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 940,396 44,999 0.02% 0.03% 101 +74,547 8.61% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 907,738 44,815 0.11% 0.03% 102 +753,444 488.32% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 884,922 43,750 0.41% 0.36% 103 +273,520 44.74% Q1 2026 Apr 07, 2026
KCM INVESTMENT ADVISORS LLC History Added to 860,033 42,459 1.41% 1.48% 104 +16,300 1.93% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 764,429 41,632 0.27% 0.27% 105 +32,327 4.42% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History Reduced 835,764 41,262 0.32% 0.41% 106 -46,530 -5.27% Q1 2026 Apr 07, 2026
LM Advisors LLC History Added to 1,982 40,143 0.63% 0.63% 107 +64 3.34% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Added to 805,837 39,784 0.04% 0.01% 108 +636,467 375.78% Q1 2026 Apr 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 797,861 39,390 0.01% 0.0% 109 +583,400 272.03% Q1 2026 May 13, 2026
Yelin Lapidot Holdings Management Ltd. History No change 765,764 37,805 7.87% 8.4% 110 0 0.0% Q1 2026 Apr 22, 2026
Private Advisor Group, LLC History Reduced 750,222 37,038 0.17% 0.23% 111 -123,492 -14.13% Q1 2026 Apr 24, 2026
Maven Securities LTD History Added to 740,170 36,531 0.7% 0.85% 112 +39,000 5.56% Q1 2026 May 15, 2026
Krilogy Financial LLC History Added to 692,599 36,035 1.16% 1.08% 113 +98,588 16.6% Q1 2026 Apr 17, 2026
Corient Private Wealth LLC History Added to 794,754 35,169 0.05% 0.04% 114 +70,598 9.75% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 677,070 33,426 0.02% 0.01% 115 +203,740 43.04% Q1 2026 May 18, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 673,600 33,255 4.21% 5.11% 116 0 0.0% Q1 2026 May 13, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 669,642 33,060 5.0% 5.17% 117 +5,838 0.88% Q1 2026 Apr 10, 2026
Evolution Wealth Advisors, LLC History Added to 666,678 32,913 3.35% 3.19% 118 +88,012 15.21% Q1 2026 May 08, 2026
Graham Capital Management, L.P. History New 659,300 32,549 0.79% 119 +659,300 New Q1 2026 May 15, 2026
Composition Wealth, LLC History Added to 641,375 31,664 0.43% 0.47% 120 +41,169 6.86% Q1 2026 Apr 08, 2026
Flaharty Asset Management, LLC History Added to 640,913 31,643 3.93% 4.33% 121 +10,346 1.64% Q1 2026 May 04, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 640,294 31,611 0.19% 0.3% 122 -394,361 -38.12% Q1 2026 May 13, 2026
Bellwether Advisors, LLC History Added to 639,543 31,574 5.35% 0.25% 123 +610,632 2112.11% Q1 2026 May 12, 2026
Centiva Capital, LP History Added to 607,524 29,993 0.22% 0.01% 124 +577,524 1925.08% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Added to 598,487 29,547 0.32% 0.37% 125 +8,956 1.52% Q1 2026 Apr 20, 2026
Caption Management, LLC History Added to 585,431 28,902 0.17% 0.08% 126 +385,431 192.72% Q1 2026 May 15, 2026
Swan Global Investments, LLC History Reduced 571,025 28,191 0.94% 1.2% 127 -170,695 -23.01% Q1 2026 May 07, 2026
Walleye Capital LLC History Added to 567,853 28,034 0.12% 0.06% 128 +206,038 56.95% Q1 2026 May 13, 2026
J. Goldman & Co LP History Added to 561,907 27,741 0.81% 0.23% 129 +404,926 257.95% Q1 2026 May 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 555,269 27,414 0.35% 0.39% 130 -4,651 -0.83% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 555,118 27,406 0.22% 0.23% 131 +196,575 54.83% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 546,632 26,987 0.08% 0.09% 132 -93,232 -14.57% Q1 2026 May 08, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 546,602 26,985 1.49% 0.03% 133 +536,771 5459.98% Q1 2026 Apr 30, 2026
SPINNAKER TRUST History Added to 544,998 26,906 1.49% 1.58% 134 +7,497 1.39% Q1 2026 Apr 23, 2026
IMZ Advisory Inc History Added to 542,839 26,799 10.13% 10.63% 135 +12,824 2.42% Q1 2026 Apr 08, 2026
Creative Planning History Added to 527,397 26,037 0.02% 0.02% 136 +9,069 1.75% Q1 2026 May 12, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History Added to 500,018 25,890 5.84% 6.21% 137 +6,629 1.34% Q1 2026 Apr 15, 2026
Mariner, LLC History Added to 515,335 25,441 0.03% 0.03% 138 +8,539 1.68% Q1 2026 May 13, 2026
GREENWOOD GEARHART LLC History Added to 509,542 25,156 1.36% 1.4% 139 +46,234 9.98% Q1 2026 May 06, 2026
CWM, LLC History Added to 508,753 25,117 0.07% 0.06% 140 +136,443 36.65% Q1 2026 May 14, 2026
&PARTNERS History Added to 502,987 24,828 0.12% 0.12% 141 +87,367 21.02% Q1 2026 May 15, 2026
JCSD Capital, LLC History New 500,000 24,685 26.12% 142 +500,000 New Q1 2026 Apr 23, 2026
Kestra Advisory Services, LLC History Added to 497,998 24,586 0.09% 0.09% 143 +98,884 24.78% Q1 2026 Apr 30, 2026
Sanctuary Advisors, LLC History Added to 482,373 23,814 0.13% 0.14% 144 +12,273 2.61% Q1 2026 May 05, 2026
Spire Wealth Management History Reduced 482,086 23,800 0.81% 0.99% 145 -60,028 -11.07% Q1 2026 Apr 22, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 478,395 23,618 1.38% 1.41% 146 +32,080 7.19% Q1 2026 Apr 17, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History Reduced 470,998 23,253 4.6% 5.78% 147 -66,643 -12.4% Q1 2026 May 06, 2026
DAVENPORT & Co LLC History Added to 467,398 23,074 0.13% 0.12% 148 +40,103 9.39% Q1 2026 Apr 15, 2026
Dakota Wealth Management History Reduced 449,867 22,209 0.48% 0.73% 149 -305,808 -40.47% Q1 2026 May 07, 2026
Qube Research & Technologies Ltd History Reduced 449,135 22,173 0.02% 0.17% 150 -2,536,543 -84.96% Q1 2026 May 15, 2026
COMERICA BANK History No change 401,075 21,966 0.09% 0.09% 151 0 0.0% Q4 2025 Jan 29, 2026
Asset Advisors Investment Management, LLC History Reduced 438,149 21,631 2.06% 2.24% 152 -4,846 -1.09% Q1 2026 Apr 16, 2026
Bayview Asset Management, LLC History Added to 437,000 21,574 8.3% 1.19% 153 +342,800 363.91% Q1 2026 May 15, 2026
Lakeshore Financial Planning, Inc. History Added to 431,723 21,314 7.73% 8.39% 154 +3,043 0.71% Q1 2026 May 07, 2026
Wharton Business Group, LLC History Reduced 429,947 21,226 0.8% 0.9% 155 -3,345 -0.77% Q1 2026 May 07, 2026
WCG Wealth Advisors LLC History Reduced 427,308 21,096 0.59% 0.82% 156 -103,937 -19.56% Q1 2026 May 12, 2026
Volterra Technologies LP History Added to 426,570 21,059 2.56% 0.08% 157 +412,160 2860.24% Q1 2026 May 14, 2026
Trek Financial, LLC History Reduced 412,742 20,377 1.08% 2.31% 158 -316,033 -43.36% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 411,086 20,295 0.28% 0.3% 159 -2,345 -0.57% Q1 2026 May 01, 2026
Karpus Management, Inc. History Added to 405,787 20,033 0.62% 0.67% 160 +6,017 1.51% Q1 2026 May 14, 2026
Capital Advantage, Inc. History Reduced 405,507 20,019 2.62% 3.07% 161 -10,267 -2.47% Q1 2026 Apr 10, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 405,309 20,010 4.36% 6.28% 162 -94,713 -18.94% Q1 2026 May 11, 2026
Clarity Financial LLC History Reduced 402,258 19,859 2.16% 2.35% 163 -61,495 -13.26% Q1 2026 May 01, 2026
Kingsview Wealth Management, LLC History Added to 401,596 19,826 0.27% 0.08% 164 +301,360 300.65% Q1 2026 May 12, 2026
Rezny Wealth Management, Inc. History Added to 390,550 19,281 4.15% 3.81% 165 +45,527 13.2% Q1 2026 May 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 385,035 19,009 1.48% 0.85% 166 +182,816 90.4% Q1 2026 Apr 29, 2026
Interval Partners, LP History Reduced 367,800 18,158 0.48% 0.39% 167 -30,600 -7.68% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Reduced 365,625 18,050 0.09% 0.11% 168 -12,789 -3.38% Q1 2026 May 14, 2026
Keystone Global Partners, LLC History Added to 361,575 17,850 7.92% 7.92% 169 +32,772 9.97% Q1 2026 Apr 24, 2026
Quantinno Capital Management LP History Reduced 359,554 17,751 0.03% 0.04% 170 -17,216 -4.57% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 355,726 17,562 0.01% 0.0% 171 +317,647 834.18% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Reduced 353,373 17,446 0.07% 0.08% 172 -32,207 -8.35% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 350,148 17,286 1.16% 3.11% 173 -490,815 -58.36% Q1 2026 Apr 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 349,122 17,236 0.09% 0.05% 174 +184,330 111.86% Q1 2026 May 13, 2026
Banco Santander, S.A. History Added to 348,933 17,226 0.14% 0.06% 175 +199,305 133.2% Q1 2026 May 08, 2026
Ayalon Insurance Comp Ltd. History Added to 344,872 17,026 3.48% 3.9% 176 +51,423 17.52% Q1 2026 Apr 13, 2026
Vickerman Investment Advisors, Inc. History Reduced 342,356 16,902 3.55% 3.76% 177 -947 -0.28% Q1 2026 May 12, 2026
IHT Wealth Management, LLC History Reduced 337,852 16,679 0.39% 0.51% 178 -46,470 -12.09% Q1 2026 May 15, 2026
Stillwater Capital Advisors, LLC History Reduced 337,160 16,645 1.9% 1.99% 179 -714 -0.21% Q1 2026 Apr 10, 2026
Merit Financial Group, LLC History Added to 336,549 16,615 0.12% 0.13% 180 +38,036 12.74% Q1 2026 Apr 15, 2026
HighPoint Advisor Group LLC History New 334,503 16,514 0.69% 181 +334,503 New Q1 2026 May 14, 2026
Horizon Investments, LLC History Added to 321,962 15,895 0.18% 0.12% 182 +144,909 81.84% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 318,493 15,723 0.08% 0.1% 183 -589 -0.18% Q1 2026 May 08, 2026
WBH ADVISORY INC History Reduced 317,870 15,715 1.18% 1.45% 184 -38,796 -10.88% Q1 2026 Apr 27, 2026
Carnegie Investment Counsel History Reduced 306,654 15,139 0.3% 0.31% 185 -1,459 -0.47% Q1 2026 May 01, 2026
Focused Wealth Management, Inc History Reduced 305,814 15,098 1.57% 2.75% 186 -175,629 -36.48% Q1 2026 Apr 20, 2026
Vestmark Advisory Solutions, Inc. History Added to 304,894 15,052 0.17% 0.12% 187 +140,168 85.09% Q1 2026 May 15, 2026
Long Run Wealth Advisors, LLC History No change 273,007 14,952 2.82% 2.82% 188 0 0.0% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History Added to 302,017 14,910 0.68% 0.66% 189 +24,650 8.89% Q1 2026 May 06, 2026
Baird Financial Group, Inc. History Reduced 301,446 14,882 0.02% 0.03% 190 -106,206 -26.05% Q1 2026 May 14, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 296,271 14,626 0.25% 0.29% 191 -18,799 -5.97% Q1 2026 Apr 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 293,843 14,507 0.22% 0.27% 192 -47,607 -13.94% Q1 2026 May 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 293,372 14,483 0.4% 0.79% 193 -309,488 -51.34% Q1 2026 Apr 21, 2026
SummitTX Capital, L.P. History New 292,257 14,428 0.45% 194 +292,257 New Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 290,350 14,334 0.04% 0.05% 195 -47,593 -14.08% Q1 2026 May 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 286,055 14,122 0.33% 0.16% 196 +226,381 379.36% Q1 2026 Apr 27, 2026
Meiji Yasuda Life Insurance Co History New 283,649 14,003 0.48% 197 +283,649 New Q1 2026 May 12, 2026
SCOTIA CAPITAL INC. History Reduced 282,597 13,951 0.06% 0.08% 198 -58,074 -17.05% Q1 2026 May 13, 2026
ASPIRIANT, LLC History Reduced 281,444 13,894 0.4% 0.44% 199 -987 -0.35% Q1 2026 May 12, 2026
Salomon & Ludwin, LLC History Added to 282,115 13,871 1.24% 1.36% 200 +8,402 3.07% Q1 2026 May 11, 2026
Galvin, Gaustad & Stein, LLC History Added to 280,937 13,869 1.11% 0.08% 201 +261,764 1365.27% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 327,673 13,673 0.03% 0.03% 202 -63,462 -16.23% Q1 2026 Apr 08, 2026
AAFMAA Wealth Management & Trust LLC History Added to 275,674 13,610 5.28% 2.42% 203 +163,113 144.91% Q1 2026 Apr 08, 2026
Frisch Financial Group, Inc. History Added to 275,253 13,589 2.84% 3.35% 204 +2,682 0.98% Q1 2026 May 05, 2026
FORBES J M & CO LLP History No change 268,854 13,273 1.12% 1.19% 205 0 0.0% Q1 2026 Apr 16, 2026
MAI Capital Management History Reduced 267,971 13,229 0.07% 0.1% 206 -42,636 -13.73% Q1 2026 May 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 266,154 13,140 0.35% 0.86% 207 -326,654 -55.1% Q1 2026 Apr 28, 2026
CoreCap Advisors, LLC History Added to 261,978 12,933 0.44% 0.42% 208 +40,381 18.22% Q1 2026 Apr 07, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 261,167 12,893 0.01% 0.01% 210 -94,914 -26.66% Q1 2026 May 15, 2026
BANK HAPOALIM BM History Reduced 261,147 12,893 1.98% 1.35% 209 -22,068 -7.79% Q1 2026 May 04, 2026
Lebenthal Global Advisors, LLC History New 259,703 12,821 1.86% 211 +259,703 New Q1 2026 May 14, 2026
HBK INVESTMENTS L P History No change 255,300 12,604 0.13% 0.11% 212 0 0.0% Q1 2026 May 15, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History New 255,200 12,599 0.44% 213 +255,200 New Q1 2026 Apr 22, 2026
Chesley Taft & Associates LLC History Reduced 253,435 12,512 0.52% 0.55% 214 -917 -0.36% Q1 2026 Apr 13, 2026
Tamar Securities, LLC History Added to 252,958 12,488 1.34% 1.33% 215 +23,572 10.28% Q1 2026 May 14, 2026
GTS SECURITIES LLC History Added to 252,440 12,463 0.44% 0.44% 216 +16,350 6.93% Q1 2026 May 14, 2026
Systematic Alpha Investments, LLC History No change 248,410 12,264 0.43% 0.42% 217 0 0.0% Q1 2026 May 18, 2026
Private Wealth Advisors, LLC History Added to 247,965 12,242 3.44% 2.5% 218 +105,162 73.64% Q1 2026 May 13, 2026
FIRST INTERSTATE BANK History Added to 247,689 12,228 0.69% 0.73% 219 +122 0.05% Q1 2026 Apr 29, 2026
Joel Isaacson & Co., LLC History Added to 243,715 12,032 0.4% 0.43% 220 +7,108 3.0% Q1 2026 Apr 22, 2026
Atria Investments, Inc History Reduced 241,539 11,924 0.13% 0.16% 221 -18,289 -7.04% Q1 2026 May 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 238,493 11,774 0.13% 0.17% 222 -16,056 -6.31% Q1 2026 Apr 23, 2026
Itau Unibanco Holding S.A. History Reduced 237,926 11,746 0.27% 0.92% 223 -464,415 -66.12% Q1 2026 May 15, 2026
NorthRock Partners, LLC History Added to 231,373 11,422 0.18% 0.21% 224 +1,437 0.62% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 231,349 11,421 0.14% 0.02% 225 +203,583 733.21% Q1 2026 May 11, 2026
Sequoia Financial Advisors, LLC History Reduced 230,677 11,388 0.06% 0.08% 226 -22,892 -9.03% Q1 2026 Apr 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 228,762 11,293 0.5% 0.61% 227 -9,140 -3.84% Q1 2026 Apr 28, 2026
Prosperity Consulting Group, LLC History Reduced 227,474 11,230 0.5% 0.59% 228 -13,481 -5.59% Q1 2026 May 05, 2026
Robertson Stephens Wealth Management, LLC History Reduced 227,071 11,210 0.31% 0.52% 229 -134,090 -37.13% Q1 2026 Apr 28, 2026
MEANS INVESTMENT CO., INC. History Added to 226,097 11,162 0.97% 0.99% 230 +10,520 4.88% Q1 2026 Apr 24, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 224,603 11,088 1.22% 1.36% 231 -3,469 -1.52% Q1 2026 Apr 16, 2026
AlphaCore Capital LLC History Reduced 221,545 10,937 0.26% 0.28% 232 -6,508 -2.85% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History New 220,076 10,865 0.04% 233 +220,076 New Q1 2026 May 15, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 218,768 10,800 0.99% 0.85% 234 +34,325 18.61% Q1 2026 Apr 30, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History New 217,879 10,756 11.42% 235 +217,879 New Q1 2026 May 15, 2026
Compass Wealth Management, LLC/GA History Added to 217,843 10,754 4.59% 4.47% 236 +19,506 9.83% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 213,490 10,540 0.06% 0.05% 237 -22,727 -9.62% Q1 2026 Apr 29, 2026
Busey Bank History Reduced 213,017 10,516 0.29% 0.31% 238 -4,036 -1.86% Q1 2026 Apr 28, 2026
AMG National Trust Bank History Added to 211,038 10,418 0.23% 0.2% 239 +56,624 36.67% Q1 2026 May 04, 2026
Coastal Bridge Advisors, LLC History Added to 209,670 10,351 0.73% 0.78% 240 +18,049 9.42% Q1 2026 May 14, 2026
Quantitative Investment Management, LLC History Reduced 208,247 10,281 1.07% 6.44% 241 -1,001,830 -82.79% Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 208,061 10,271 0.49% 0.49% 242 +23,742 12.88% Q1 2026 Apr 28, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 207,702 10,254 0.66% 1.15% 243 -113,567 -35.35% Q1 2026 Apr 15, 2026
Prospera Financial Services Inc History Reduced 207,297 10,235 0.16% 0.25% 244 -69,970 -25.24% Q1 2026 Apr 14, 2026
MGO ONE SEVEN LLC History Reduced 200,269 9,887 0.2% 0.24% 245 -14,142 -6.6% Q1 2026 May 14, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History New 200,000 9,874 1.08% 247 +200,000 New Q1 2026 May 15, 2026
Yarbrough Capital, LLC History No change 200,000 9,874 0.35% 0.34% 246 0 0.0% Q1 2026 Apr 13, 2026
Cresset Asset Management, LLC History Reduced 197,594 9,755 0.04% 0.05% 248 -2,685 -1.34% Q1 2026 May 15, 2026
FLOW TRADERS U.S. LLC History Added to 196,666 9,709 0.31% 0.02% 249 +186,504 1835.31% Q1 2026 May 15, 2026
Premier Path Wealth Partners, LLC History Reduced 196,097 9,681 1.26% 1.7% 251 -43,785 -18.25% Q1 2026 Apr 23, 2026
Orange Investment Advisors, Inc. History Reduced 196,096 9,681 1.25% 1.22% 250 -4,934 -2.45% Q1 2026 Apr 22, 2026
Crescent Grove Advisors, LLC History Added to 191,970 9,477 0.91% 0.94% 252 +6,591 3.56% Q1 2026 May 06, 2026
Everest Financial Group LLC History Added to 191,681 9,463 1.56% 1.9% 253 +36,707 23.69% Q1 2026 May 15, 2026
Independent Advisor Alliance History Added to 190,505 9,405 0.1% 0.02% 254 +171,799 918.42% Q1 2026 May 12, 2026
Snowden Capital Advisors LLC History Reduced 190,160 9,388 0.25% 0.29% 255 -13,926 -6.82% Q1 2026 May 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 189,641 9,363 0.2% 0.23% 256 -3,426 -1.77% Q1 2026 May 12, 2026
NTV ASSET MANAGEMENT LLC History Reduced 189,547 9,357 1.03% 1.13% 257 -5,734 -2.94% Q1 2026 Apr 28, 2026
TRITONPOINT WEALTH, LLC History Reduced 189,103 9,336 1.0% 1.06% 258 -2,252 -1.18% Q1 2026 Apr 21, 2026
JMAC ENTERPRISES LLC History Added to 186,371 9,201 1.76% 1.91% 259 +4,362 2.4% Q1 2026 May 01, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History Added to 185,520 9,159 5.89% 6.02% 260 +11,107 6.37% Q1 2026 Apr 29, 2026
OPPENHEIMER & CO INC History Reduced 184,465 9,107 0.11% 0.15% 261 -4,744 -2.51% Q1 2026 Apr 23, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 184,456 9,106 1.04% 1.19% 262 -11,287 -5.77% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Reduced 183,032 9,036 0.15% 0.23% 263 -37,089 -16.85% Q1 2026 May 18, 2026
SteelPeak Wealth, LLC History Added to 182,342 9,002 0.27% 0.14% 264 +104,951 135.61% Q1 2026 May 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 177,221 8,749 0.03% 265 +177,221 New Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 176,825 8,729 0.01% 0.01% 266 -64,089 -26.6% Q1 2026 May 07, 2026
FORONJY FINANCIAL LLC History Added to 175,055 8,642 3.59% 3.67% 267 +14,723 9.18% Q1 2026 Apr 23, 2026
WASHINGTON TRUST Co History Added to 174,848 8,632 0.29% 0.22% 268 +51,157 41.36% Q1 2026 Apr 06, 2026
McKinley Carter Wealth Services, Inc. History Reduced 173,697 8,575 0.49% 1.05% 269 -168,762 -49.28% Q1 2026 Apr 20, 2026
IMC-Chicago, LLC History New 173,206 8,551 0.0% 270 +173,206 New Q1 2026 May 05, 2026
Essex LLC History Added to 172,522 8,517 1.5% 1.67% 271 +544 0.32% Q1 2026 Apr 24, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 172,419 8,512 5.56% 6.34% 272 -6,596 -3.68% Q1 2026 Apr 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 165,774 8,509 0.48% 0.88% 273 -108,239 -39.5% Q1 2026 Apr 17, 2026
Zuckerman Investment Group, LLC History Reduced 169,125 8,349 0.78% 0.83% 274 -538 -0.32% Q1 2026 May 15, 2026
SageGuard Financial Group, LLC History Reduced 168,241 8,306 1.29% 1.53% 275 -7,416 -4.22% Q1 2026 Apr 23, 2026
McCollum Christoferson Group LLC History Added to 179,753 8,273 2.49% 1.24% 276 +101,387 129.38% Q1 2026 Apr 10, 2026
Western Wealth Management, LLC History Added to 167,271 8,258 0.3% 0.35% 277 +27,014 19.26% Q1 2026 May 19, 2026
HARBOUR INVESTMENTS, INC. History Added to 166,029 8,196 0.13% 0.17% 278 +17,296 11.63% Q1 2026 May 15, 2026
Gladstone Institutional Advisory LLC History Added to 165,786 8,184 0.3% 0.27% 279 +35,781 27.52% Q1 2026 May 14, 2026
Keel Point, LLC History No change 148,851 8,152 0.49% 0.49% 280 0 0.0% Q4 2025 Feb 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 163,981 8,095 0.18% 0.22% 281 -13,639 -7.68% Q1 2026 May 15, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 163,942 8,093 2.72% 2.88% 282 +2,909 1.81% Q1 2026 Apr 14, 2026
Foguth Wealth Management, LLC. History No change 146,042 8,022 1.24% 1.24% 283 0 0.0% Q4 2025 Jan 05, 2026
Gotham Asset Management, LLC History Added to 161,036 7,950 0.02% 0.03% 284 +8,579 5.63% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 157,479 7,774 0.04% 0.03% 285 +74,355 89.45% Q1 2026 May 15, 2026
Sierra Capital LLC History Added to 156,745 7,738 0.84% 0.91% 286 +13 0.01% Q1 2026 May 15, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 155,448 7,674 0.61% 0.65% 287 -2,512 -1.59% Q1 2026 Apr 17, 2026
McAlister, Sweet & Associates, Inc. History New 154,767 7,640 4.76% 288 +154,767 New Q1 2026 Apr 02, 2026
Venture Visionary Partners LLC History Reduced 154,501 7,627 0.25% 0.28% 289 -194 -0.13% Q1 2026 May 14, 2026
Sharper & Granite LLC History Added to 153,941 7,600 2.6% 2.5% 290 +24,115 18.57% Q1 2026 Apr 08, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 153,775 7,591 0.07% 0.08% 291 -300 -0.19% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 152,218 7,515 0.1% 0.12% 292 +2,915 1.95% Q1 2026 May 15, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 151,983 7,503 2.08% 2.4% 293 -418 -0.27% Q1 2026 Apr 27, 2026
United Asset Strategies, Inc. History Reduced 151,333 7,471 0.59% 0.76% 294 -28,958 -16.06% Q1 2026 Apr 29, 2026
Waverly Advisors, LLC History Reduced 151,211 7,465 0.06% 0.08% 295 -36,461 -19.43% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Reduced 149,315 7,372 0.02% 0.05% 296 -2,802 -1.84% Q1 2026 May 12, 2026
Impact Partnership Wealth, LLC History Added to 148,483 7,330 0.91% 0.04% 297 +143,302 2765.91% Q1 2026 Apr 23, 2026
Sigma Planning Corp History Reduced 147,503 7,282 0.2% 0.29% 298 -43,160 -22.64% Q1 2026 May 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 147,464 7,280 0.09% 0.1% 299 +2,511 1.73% Q1 2026 Apr 20, 2026
5th Street Advisors, LLC History Added to 145,332 7,175 3.09% 3.57% 300 +5,918 4.24% Q1 2026 May 04, 2026
J.W. COLE ADVISORS, INC. History Reduced 145,041 7,160 0.24% 0.11% 301 -6,506 -4.29% Q1 2026 Apr 23, 2026
World Investment Advisors History Reduced 144,304 7,124 0.11% 0.13% 302 -6,442 -4.27% Q1 2026 Apr 27, 2026
INNEALTA CAPITAL, LLC History Reduced 144,113 7,114 4.42% 8.63% 303 -146,869 -50.47% Q1 2026 May 04, 2026
COMMERCE BANK History Added to 143,951 7,106 0.03% 0.03% 304 +38,247 36.18% Q1 2026 May 11, 2026
Royal Fund Management, LLC History Reduced 142,339 7,030 0.67% 1.08% 305 -73,998 -34.2% Q1 2026 May 19, 2026
Apollon Financial, LLC History Added to 142,162 7,018 0.97% 0.95% 306 +23,274 19.58% Q1 2026 Apr 22, 2026
Bonfire Financial History Reduced 141,526 6,987 5.26% 5.88% 307 -2,226 -1.55% Q1 2026 May 06, 2026
STEVENS CAPITAL MANAGEMENT LP History Added to 138,500 6,838 1.05% 0.31% 308 +122,500 765.63% Q1 2026 May 11, 2026
Matthew Goff Investment Advisor, LLC History Added to 138,195 6,822 1.14% 1.29% 309 +4,906 3.68% Q1 2026 Apr 16, 2026
Summit Financial, LLC History Added to 136,589 6,743 0.09% 0.1% 310 +10,173 8.05% Q1 2026 May 15, 2026
Navigation Group, LLC History New 130,297 6,432 1.51% 311 +130,297 New Q1 2026 May 05, 2026
BAILARD, INC. History Reduced 130,018 6,418 0.15% 0.16% 312 -3,459 -2.59% Q1 2026 May 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 129,806 6,408 0.09% 0.11% 313 +5,715 4.61% Q1 2026 May 01, 2026
GeoWealth Management, LLC History Reduced 128,456 6,341 0.23% 0.27% 314 -5,675 -4.23% Q1 2026 May 13, 2026
Kovack Advisors, Inc. History Reduced 128,105 6,329 0.34% 0.33% 315 -2,634 -2.01% Q1 2026 May 12, 2026
Mutual Advisors, LLC History Reduced 127,916 6,315 0.14% 0.2% 316 -40,033 -23.84% Q1 2026 May 01, 2026
Game Plan Financial Advisors, LLC History Added to 127,241 6,281 2.83% 2.76% 317 +1,998 1.6% Q1 2026 Apr 23, 2026
RFG Advisory, LLC History Reduced 126,063 6,223 0.11% 0.13% 318 -1,572 -1.23% Q1 2026 Apr 17, 2026
Institute for Wealth Management, LLC. History Added to 126,022 6,221 0.66% 0.63% 319 +18,131 16.8% Q1 2026 May 13, 2026
TCV Trust & Wealth Management, Inc. History Reduced 125,316 6,186 0.52% 0.56% 320 -332 -0.26% Q1 2026 Apr 21, 2026
3EDGE Asset Management, LP History Added to 127,594 6,181 0.3% 0.3% 321 +23,508 22.59% Q1 2026 May 15, 2026
Aventus Investment Advisors, Inc. History Added to 124,703 6,156 5.21% 5.38% 322 +3,563 2.94% Q1 2026 Apr 15, 2026
Granite Harbor Advisors, Inc. History Reduced 124,387 6,140 2.68% 2.96% 323 -3,624 -2.83% Q1 2026 Apr 23, 2026
STEPHENS INC /AR/ History Added to 123,676 6,105 0.08% 0.08% 324 +8,064 6.98% Q1 2026 Apr 28, 2026
LEUTHOLD GROUP, LLC History Reduced 123,612 6,102 0.65% 0.99% 326 -44,208 -26.34% Q1 2026 May 06, 2026
FIRST TRUST ADVISORS LP History Reduced 123,604 6,102 0.0% 0.01% 325 -21,011 -14.53% Q1 2026 May 13, 2026
Stockman Wealth Management, Inc. History Added to 123,342 6,089 0.67% 0.75% 327 +5,857 4.99% Q1 2026 Apr 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 122,685 6,056 0.33% 0.36% 328 -2,903 -2.31% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 122,304 6,038 0.14% 0.19% 329 -19,083 -13.5% Q1 2026 May 11, 2026
Gateway Wealth Partners, LLC History Added to 121,961 6,021 0.23% 0.14% 330 +98,915 429.21% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 121,009 5,975 0.01% 0.04% 331 -748,687 -86.09% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History Reduced 120,887 5,968 0.04% 0.04% 332 -4,250 -3.4% Q1 2026 May 05, 2026
Ellis Investment Partners, LLC History Added to 120,159 5,932 1.03% 0.93% 333 +22,315 22.81% Q1 2026 May 12, 2026
Cooksen Wealth, LLC History Added to 118,665 5,858 4.25% 4.3% 334 +11,293 10.52% Q1 2026 Apr 30, 2026
Advisory Resource Group History Added to 117,110 5,781 0.99% 1.09% 335 +4,299 3.81% Q1 2026 May 15, 2026
Regal Investment Advisors LLC History Reduced 116,941 5,773 0.33% 0.41% 336 -7,924 -6.35% Q1 2026 May 14, 2026
HOWE & RUSLING INC History Added to 116,450 5,749 0.38% 0.27% 337 +41,156 54.66% Q1 2026 Apr 28, 2026
Atlantic Union Bankshares Corp History Reduced 116,360 5,744 0.11% 0.12% 338 -1,331 -1.13% Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History Reduced 116,291 5,741 1.13% 2.67% 339 -139,482 -54.53% Q1 2026 May 13, 2026
HB Wealth Management, LLC History Reduced 115,533 5,703 0.04% 0.04% 340 -2,701 -2.28% Q1 2026 Apr 27, 2026
Ausdal Financial Partners, Inc. History Added to 114,862 5,670 0.25% 0.29% 341 +1,353 1.19% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Added to 114,595 5,658 0.01% 0.01% 342 +5,564 5.1% Q1 2026 May 06, 2026
Bank of New York Mellon Corp History Added to 114,387 5,647 0.0% 0.0% 343 +4,644 4.23% Q1 2026 May 05, 2026
CHANNEL WEALTH LLC History Reduced 113,987 5,627 1.36% 1.89% 344 -22,459 -16.46% Q1 2026 May 11, 2026
Laurel Wealth Advisors LLC History Added to 109,643 5,618 0.56% 0.79% 345 +651 0.6% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Reduced 113,279 5,592 0.06% 0.08% 346 -9,832 -7.99% Q1 2026 Apr 28, 2026
Trilogy Capital Inc. History Reduced 113,217 5,589 0.25% 1.27% 347 -407,139 -78.24% Q1 2026 Apr 21, 2026
Fairvoy Private Wealth, LLC History Added to 113,114 5,584 1.33% 0.6% 348 +63,777 129.27% Q1 2026 Apr 20, 2026
FIRST MERCHANTS CORP History Added to 113,044 5,580 0.21% 0.21% 349 +7,076 6.68% Q1 2026 Apr 16, 2026
BURNS J W & CO INC/NY History Reduced 111,128 5,486 0.63% 0.69% 350 -2,856 -2.51% Q1 2026 Apr 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 110,971 5,478 0.14% 0.15% 351 +9,033 8.86% Q1 2026 Apr 07, 2026
Fisher Asset Management, LLC History Added to 110,747 5,467 0.0% 0.0% 352 +23 0.02% Q1 2026 May 05, 2026
CHEMUNG CANAL TRUST CO History Reduced 109,707 5,416 1.1% 1.2% 353 -878 -0.79% Q1 2026 Apr 22, 2026
HUNTINGTON NATIONAL BANK History Reduced 109,261 5,394 0.03% 0.04% 354 -3,648 -3.23% Q1 2026 May 15, 2026
Keystone Financial Group History Added to 108,175 5,383 0.37% 0.42% 355 +4,040 3.88% Q1 2026 May 13, 2026
WT Wealth Management History Reduced 108,454 5,354 1.59% 1.82% 356 -7,376 -6.37% Q1 2026 Apr 21, 2026
Zullo Investment Group, Inc. History Added to 107,144 5,289 2.01% 2.11% 357 +1,633 1.55% Q1 2026 Apr 15, 2026
LightSquare Wealth Management, LLC History New 107,089 5,286 3.96% 358 +107,089 New Q1 2026 May 11, 2026
Mechanics Bank Trust Department History Reduced 106,550 5,260 0.73% 0.78% 359 -2,721 -2.49% Q1 2026 Apr 09, 2026
Independence Wealth Advisors, LLC History Added to 105,528 5,209 2.78% 2.65% 360 +19,585 22.79% Q1 2026 Apr 20, 2026
Massar Capital Management, LP History New 105,300 5,198 0.56% 361 +105,300 New Q1 2026 May 15, 2026
Sowell Financial Services LLC History Reduced 105,124 5,189 0.19% 0.28% 362 -34,008 -24.44% Q1 2026 Apr 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 104,700 5,170 0.03% 0.03% 363 +593 0.57% Q1 2026 May 15, 2026
Massachusetts Wealth Management History Added to 104,374 5,152 2.23% 2.65% 364 +273 0.26% Q1 2026 Apr 15, 2026
Venturi Wealth Management, LLC History Reduced 103,988 5,133 0.23% 0.34% 365 -37,089 -26.29% Q1 2026 Apr 21, 2026
Sandbox Financial Partners, LLC History Added to 103,928 5,130 1.44% 1.47% 366 +6,598 6.78% Q1 2026 Apr 08, 2026
OneDigital Investment Advisors LLC History Reduced 103,605 5,114 0.05% 0.06% 367 -16,493 -13.73% Q1 2026 May 08, 2026
Simmons Bank History Reduced 103,150 5,092 0.34% 0.39% 368 -2,042 -1.94% Q1 2026 Apr 23, 2026
Nelson Capital Management, LLC History Added to 102,826 5,076 0.62% 0.6% 369 +9,845 10.59% Q1 2026 May 06, 2026
BROWN ADVISORY INC History Reduced 102,792 5,074 0.01% 0.01% 370 -3,626 -3.41% Q1 2026 May 15, 2026
Archford Capital Strategies, LLC History Reduced 102,654 5,068 0.58% 1.07% 371 -64,892 -38.73% Q1 2026 Apr 15, 2026
CIBC Private Wealth Group LLC History No change 92,275 5,053 0.01% 0.01% 372 0 0.0% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 13,386,147 5,036 0.0% 0.0% 373 +13,380,186 224462.1% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 101,201 5,003 0.01% 0.01% 374 +11,984 13.43% Q1 2026 May 05, 2026
CENTRAL TRUST Co History Reduced 100,508 4,962 0.1% 0.11% 375 -1,331 -1.31% Q1 2026 Apr 17, 2026
Clarus Wealth Advisors History Added to 99,355 4,955 2.11% 1.77% 376 +20,682 26.29% Q1 2026 Apr 08, 2026
BENJAMIN EDWARDS INC History Reduced 100,138 4,944 0.05% 0.11% 377 -78,129 -43.83% Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 100,000 4,937 0.03% 0.34% 379 -1,300,001 -92.86% Q1 2026 May 15, 2026
MARTIN & CO INC /TN/ History Added to 100,012 4,937 0.84% 0.92% 378 +2,613 2.68% Q1 2026 May 13, 2026
Intrua Financial, LLC History Reduced 99,839 4,929 0.51% 0.77% 380 -33,541 -25.15% Q1 2026 Apr 23, 2026
Midwest Trust Co History Reduced 99,089 4,892 0.06% 0.07% 381 -554 -0.56% Q1 2026 May 01, 2026
Measured Wealth Private Client Group, LLC History Reduced 98,780 4,876 1.33% 1.58% 382 -10,423 -9.54% Q1 2026 May 13, 2026
Integrated Advisors Network LLC History Reduced 98,711 4,873 0.26% 0.29% 383 -22,892 -18.83% Q1 2026 Apr 28, 2026
Lumbard & Kellner, LLC History New 98,684 4,872 1.69% 384 +98,684 New Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 96,971 4,787 0.04% 0.06% 385 +13,258 15.84% Q1 2026 May 06, 2026
Fourth Dimension Wealth, LLC History Added to 96,779 4,778 1.81% 1.88% 386 +2,492 2.64% Q1 2026 May 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 96,653 4,771 0.05% 0.05% 387 +13,081 15.65% Q1 2026 May 05, 2026
FIL Ltd History Added to 96,581 4,768 0.0% 0.0% 388 +7,408 8.31% Q1 2026 May 15, 2026
EHP Funds Inc. History No change 86,900 4,759 10.9% 10.9% 389 0 0.0% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History Reduced 96,163 4,747 0.18% 0.19% 390 -10,078 -9.49% Q1 2026 Apr 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 95,576 4,718 0.15% 0.17% 391 -1,801 -1.85% Q1 2026 May 14, 2026
Comprehensive Wealth Management, LLC History Added to 95,439 4,711 2.38% 2.81% 392 +8,540 9.83% Q1 2026 May 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 94,989 4,689 0.63% 0.7% 393 +200 0.21% Q1 2026 May 15, 2026
MORTON COMMUNITY BANK History Added to 93,750 4,628 1.01% 1.07% 394 +853 0.92% Q1 2026 May 14, 2026
PeakShares LLC History Added to 93,664 4,624 4.24% 4.84% 395 +3,060 3.38% Q1 2026 May 05, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 93,416 4,611 2.04% 1.55% 396 +31,103 49.91% Q1 2026 Apr 15, 2026
Capstone Wealth Management Group LLC History Reduced 93,079 4,595 2.83% 3.25% 397 -4,848 -4.95% Q1 2026 Apr 16, 2026
Clear Street Group Inc. History New 92,400 4,561 0.02% 398 +92,400 New Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 92,317 4,557 0.01% 399 +92,317 New Q1 2026 May 12, 2026
Capital Wealth Planning, LLC History Added to 92,118 4,547 0.03% 0.03% 400 +5,859 6.79% Q1 2026 May 15, 2026
Stratos Wealth Advisors, LLC History Reduced 91,684 4,526 0.28% 0.25% 401 -4,326 -4.51% Q1 2026 Apr 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 91,083 4,496 0.27% 0.31% 402 +1,574 1.76% Q1 2026 Apr 13, 2026
Global Retirement Partners, LLC History No change 81,590 4,468 0.08% 0.08% 403 0 0.0% Q4 2025 Feb 06, 2026
Perigon Wealth Management, LLC History Reduced 90,487 4,467 0.08% 0.09% 404 -4 -0.0% Q1 2026 Apr 10, 2026
CITY HOLDING CO History Added to 90,318 4,458 0.56% 0.57% 405 +6,410 7.64% Q1 2026 Apr 15, 2026
Allworth Financial LP History Reduced 90,296 4,457 0.02% 0.02% 406 -3,427 -3.66% Q1 2026 May 14, 2026
Focus Financial Network, Inc. History Reduced 90,229 4,454 0.16% 0.19% 407 -7,180 -7.37% Q1 2026 Apr 14, 2026
Arch Global Advisors, LLC History New 90,111 4,448 2.32% 408 +90,111 New Q1 2026 Apr 15, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Added to 84,090 4,316 1.93% 2.09% 409 +408 0.49% Q1 2026 Apr 13, 2026
Galaxy Digital Inc. History New 85,000 4,196 0.36% 410 +85,000 New Q1 2026 May 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 83,465 4,120 1.05% 1.19% 411 +3,161 3.94% Q1 2026 Apr 29, 2026
Altshuler Shaham Ltd History New 20,825 4,119 0.07% 412 +20,825 New Q1 2026 May 18, 2026
PRINCIPAL SECURITIES, INC. History Reduced 82,643 4,080 0.06% 0.08% 413 -14,607 -15.02% Q1 2026 May 13, 2026
TICINO WEALTH History Reduced 73,841 4,074 1.42% 1.56% 414 -3,033 -3.95% Q1 2026 Apr 22, 2026
FOCUS Wealth Advisors, LLC History Reduced 82,453 4,070 1.99% 2.2% 415 -4,033 -4.66% Q1 2026 Apr 08, 2026
ACIMA PRIVATE WEALTH, LLC History No change 82,253 4,060 1.27% 1.4% 416 0 0.0% Q1 2026 Apr 06, 2026
Joseph P. Lucia & Associates, LLC History Added to 82,015 4,049 1.45% 1.62% 417 +230 0.28% Q1 2026 May 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 81,904 4,043 0.03% 0.03% 418 +15,507 23.35% Q1 2026 May 07, 2026
Westside Investment Management, Inc. History Added to 81,299 4,016 0.62% 0.69% 419 +2,576 3.27% Q1 2026 May 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 81,226 4,009 0.07% 0.08% 420 +2,900 3.7% Q1 2026 May 11, 2026
111 Capital History New 80,543 3,976 0.98% 421 +80,543 New Q1 2026 May 11, 2026
Concentric Capital Strategies, LP History New 80,264 3,962 0.33% 422 +80,264 New Q1 2026 May 15, 2026
Abbot Financial Management, Inc. History Added to 79,302 3,915 1.64% 1.78% 423 +1,077 1.38% Q1 2026 May 13, 2026
First Financial Bank - Trust Division History Added to 78,368 3,869 0.31% 0.33% 424 +4,416 5.97% Q1 2026 Apr 01, 2026
Modus Advisors, LLC History Added to 78,325 3,866 1.06% 0.79% 425 +23,438 42.7% Q1 2026 May 04, 2026
Teamwork Financial Advisors, LLC History Added to 78,021 3,851 0.41% 0.36% 426 +12,102 18.36% Q1 2026 Apr 09, 2026
FIDUCIARY TRUST CO History Reduced 77,336 3,818 0.05% 0.05% 427 -2,766 -3.45% Q1 2026 May 15, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 76,954 3,799 1.03% 1.21% 428 -1,932 -2.45% Q1 2026 Apr 29, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Reduced 76,680 3,785 2.44% 2.89% 429 -710 -0.92% Q1 2026 Apr 21, 2026
North Star Investment Management Corp. History Reduced 76,482 3,775 0.23% 0.6% 430 -99,239 -56.48% Q1 2026 Apr 23, 2026
Markin Asset Management, LP History Added to 76,121 3,758 4.13% 3.93% 431 +10,865 16.65% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 68,469 3,750 0.02% 0.02% 432 0 0.0% Q4 2025 Feb 17, 2026
Centennial Bank/AR/ History Added to 75,608 3,732 1.34% 1.25% 433 +18,125 31.53% Q1 2026 May 06, 2026
Asset Allocation Strategies LLC History Reduced 75,087 3,707 0.66% 0.8% 434 -3,372 -4.3% Q1 2026 Apr 22, 2026
Waldron Private Wealth LLC History Added to 75,078 3,706 0.14% 0.04% 435 +57,483 326.7% Q1 2026 Apr 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 74,506 3,678 1.35% 1.25% 436 +12,965 21.07% Q1 2026 May 08, 2026
WARNER FINANCIAL, INC History Reduced 74,393 3,673 1.26% 1.44% 437 -1,133 -1.5% Q1 2026 Apr 08, 2026
Transamerica Financial Advisors, LLC History Reduced 74,354 3,670 0.31% 0.57% 438 -51,328 -40.84% Q1 2026 May 15, 2026
Belpointe Asset Management LLC History Added to 74,325 3,669 0.13% 0.14% 439 +2,887 4.04% Q1 2026 Apr 28, 2026
M&T BANK CORP History Reduced 73,852 3,646 0.01% 0.02% 440 -12,072 -14.05% Q1 2026 May 12, 2026
Valeo Financial Advisors, LLC History Reduced 82,139 3,643 0.09% 0.09% 441 -1,476 -1.77% Q1 2026 May 08, 2026
Advisor Resource Council History Reduced 73,543 3,630 1.17% 1.44% 442 -1,385 -1.85% Q1 2026 May 07, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 73,519 3,629 0.43% 0.47% 443 0 0.0% Q1 2026 Apr 21, 2026
Maxele Advisors, LLC History No change 66,225 3,627 2.95% 2.95% 444 0 0.0% Q4 2025 Feb 05, 2026
Pine Valley Investments Ltd Liability Co History No change 65,981 3,613 0.17% 0.17% 445 0 0.0% Q4 2025 Feb 13, 2026
Vivid Wealth Management, LLC History Added to 72,540 3,581 1.45% 1.53% 446 +789 1.1% Q1 2026 Apr 27, 2026
Federation des caisses Desjardins du Quebec History Reduced 71,532 3,531 0.01% 0.03% 447 -74,744 -51.1% Q1 2026 May 13, 2026
Evercore Wealth Management, LLC History Reduced 71,496 3,529 0.06% 0.06% 448 -1,700 -2.32% Q1 2026 May 15, 2026
Bedell Frazier Investment Counselling, LLC History Added to 71,250 3,517 0.71% 0.75% 449 +341 0.48% Q1 2026 May 15, 2026
Trust Co History Reduced 71,213 3,515 0.33% 0.38% 450 -2,858 -3.86% Q1 2026 Apr 13, 2026
Madison Park Capital Advisors, LLC History Reduced 70,928 3,501 2.75% 3.33% 451 -4,030 -5.38% Q1 2026 Apr 22, 2026
Aster Capital Management (DIFC) Ltd History New 69,424 3,458 1.13% 452 +69,424 New Q1 2026 May 13, 2026
Black Maple Capital Management LP History New 70,000 3,455 1.92% 453 +70,000 New Q1 2026 May 15, 2026
ROCKLAND TRUST CO History Reduced 69,734 3,442 0.14% 0.15% 454 -1,783 -2.49% Q1 2026 Apr 16, 2026
Simplicity Wealth,LLC History Added to 69,506 3,431 0.19% 0.21% 455 +4,828 7.46% Q1 2026 Apr 30, 2026
Polymer Capital Management (HK) LTD History Added to 69,295 3,421 0.3% 0.53% 456 +1,824 2.7% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 69,220 3,417 0.03% 0.05% 457 -52,497 -43.13% Q1 2026 May 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 68,901 3,401 0.97% 1.11% 458 -2,046 -2.88% Q1 2026 Apr 30, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 68,809 3,397 1.18% 1.91% 459 -26,721 -27.97% Q1 2026 May 04, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 65,593 3,396 1.92% 2.18% 460 +992 1.54% Q1 2026 Apr 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 68,435 3,378 0.28% 0.32% 461 -2,086 -2.96% Q1 2026 Apr 20, 2026
Activest Wealth Management History Reduced 68,359 3,374 0.59% 0.79% 462 -8,626 -11.2% Q1 2026 Apr 15, 2026
Ledyard National Bank History Reduced 68,315 3,372 0.29% 0.35% 463 -4,968 -6.78% Q1 2026 Apr 24, 2026
Larson Financial Group LLC History Added to 68,152 3,364 0.11% 0.1% 464 +11,084 19.42% Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 67,999 3,357 0.11% 0.11% 465 -44,516 -39.56% Q1 2026 Apr 29, 2026
Centric Wealth Management History Reduced 64,836 3,344 0.67% 0.9% 466 -14,289 -18.06% Q1 2026 May 12, 2026
BANQUE PICTET & CIE SA History Reduced 67,342 3,324 0.02% 0.02% 467 -3,300 -4.67% Q1 2026 Apr 14, 2026
NewEdge Advisors, LLC History Reduced 433,867 3,317 0.15% 0.12% 468 -178,930 -29.2% Q1 2026 May 15, 2026
Addison Capital Co History New 67,119 3,313 0.59% 469 +67,119 New Q1 2026 Apr 29, 2026
CHOREO, LLC History Reduced 66,559 3,285 0.04% 0.05% 470 -78 -0.12% Q1 2026 May 12, 2026
FAGAN ASSOCIATES, INC. History Reduced 66,464 3,281 0.46% 0.49% 471 -1,312 -1.94% Q1 2026 May 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 66,393 3,277 0.26% 0.3% 472 -5,277 -7.36% Q1 2026 May 13, 2026
DV Trading LLC History New 65,818 3,249 0.08% 473 +65,818 New Q1 2026 May 15, 2026
Narus Financial Partners, LLC History Added to 65,795 3,248 0.85% 0.98% 474 +833 1.28% Q1 2026 Apr 21, 2026
RDA Financial Network History Reduced 65,419 3,229 0.81% 0.91% 475 -3,675 -5.32% Q1 2026 Apr 08, 2026
10Elms LLP History Added to 65,476 3,222 2.03% 2.52% 476 +15,203 30.24% Q1 2026 May 15, 2026
TCTC Holdings, LLC History No change 64,754 3,196 0.09% 0.11% 477 0 0.0% Q1 2026 May 07, 2026
OpenArc Corporate Advisory, LLC History Added to 64,732 3,195 0.05% 0.06% 478 +3,033 4.92% Q1 2026 May 11, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 64,393 3,179 0.07% 0.06% 479 +6,451 11.13% Q1 2026 May 15, 2026
HERBST GROUP, LLC History Reduced 63,879 3,153 1.95% 2.49% 480 -13,506 -17.45% Q1 2026 Apr 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 63,762 3,147 0.22% 0.26% 481 -2,358 -3.57% Q1 2026 May 12, 2026
Waterloo Capital, L.P. History Reduced 63,450 3,132 0.22% 0.94% 482 -173,916 -73.27% Q1 2026 May 12, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Reduced 63,282 3,124 1.71% 2.23% 483 -20,762 -24.7% Q1 2026 Apr 20, 2026
CENTAURUS FINANCIAL, INC. History Reduced 63,041 3,112 0.15% 0.33% 484 -67,616 -51.75% Q1 2026 May 18, 2026
Chesapeake Wealth Management History Reduced 62,843 3,102 0.95% 1.09% 485 -3,961 -5.93% Q1 2026 May 18, 2026
Prime Capital Investment Advisors, LLC History Added to 62,675 3,094 0.04% 0.04% 486 +4,629 7.97% Q1 2026 May 08, 2026
MontVue Capital Management, Inc. History Added to 62,628 3,091 2.11% 2.23% 487 +1,532 2.51% Q1 2026 Apr 16, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 62,582 3,089 0.08% 0.09% 488 -5,199 -7.67% Q1 2026 Apr 29, 2026
ARS Investment Partners, LLC History Reduced 62,531 3,087 0.16% 0.2% 489 -777 -1.23% Q1 2026 Apr 16, 2026
Cornerstone Wealth Management, LLC History Reduced 62,152 3,068 0.15% 0.2% 490 -6,716 -9.75% Q1 2026 Apr 23, 2026
Wealthspire Advisors, LLC History Reduced 61,733 3,047 0.02% 0.03% 491 -623 -1.0% Q1 2026 May 01, 2026
Corsicana & Co. History Added to 61,034 3,040 1.93% 1.83% 492 +1,370 2.3% Q1 2026 May 13, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 61,546 3,038 0.8% 0.89% 493 +1,757 2.94% Q1 2026 Apr 09, 2026
Geneos Wealth Management Inc. History Reduced 61,052 3,014 0.07% 0.17% 494 -68,216 -52.77% Q1 2026 May 04, 2026
BigSur Wealth Management LLC History Reduced 61,020 3,012 0.84% 0.94% 495 -9,750 -13.78% Q1 2026 Apr 22, 2026
BFSG, LLC History Reduced 60,854 3,004 0.28% 0.33% 496 -1,214 -1.96% Q1 2026 Apr 28, 2026
Visionary Wealth Advisors History Reduced 60,590 2,991 0.13% 0.16% 497 -4,867 -7.44% Q1 2026 May 13, 2026
CSS LLC/IL History Reduced 60,000 2,962 0.14% 0.21% 498 -27,500 -31.43% Q1 2026 May 15, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 59,900 2,957 0.98% 1.2% 499 -133 -0.22% Q1 2026 May 12, 2026
Hilltop Holdings Inc. History Reduced 59,841 2,954 0.27% 0.36% 500 -51,325 -46.17% Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Reduced 59,703 2,947 0.07% 0.1% 501 -13,939 -18.93% Q1 2026 May 15, 2026
PFG Advisors History Added to 59,603 2,942 0.14% 0.14% 502 +5,520 10.21% Q1 2026 May 05, 2026
Twin Tree Management, LP History Reduced 59,400 2,932 0.06% 0.22% 503 -398,200 -87.02% Q1 2026 May 14, 2026
Capital Investment Counsel, LLC History Added to 58,936 2,909 0.4% 0.4% 504 +5,956 11.24% Q1 2026 Apr 23, 2026
ROVIN CAPITAL /UT/ /ADV History No change 52,790 2,890 0.77% 0.77% 505 0 0.0% Q4 2025 Feb 09, 2026
WEDBUSH SECURITIES INC History Reduced 58,438 2,885 0.08% 0.09% 506 -970 -1.63% Q1 2026 Apr 21, 2026
Onyx Bridge Wealth Group LLC History Reduced 58,408 2,883 0.31% 0.39% 507 -7,899 -11.91% Q1 2026 Apr 22, 2026
Laraway Financial Advisors Inc History Reduced 58,281 2,877 2.02% 2.16% 508 -2,150 -3.56% Q1 2026 May 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 57,932 2,860 0.35% 0.39% 509 -952 -1.62% Q1 2026 May 05, 2026
Orca Investment Management, LLC History Reduced 57,746 2,850 2.42% 2.51% 510 -405 -0.7% Q1 2026 Apr 23, 2026
Pinnacle Financial Partners, Inc. History Added to 57,696 2,848 0.02% 0.02% 511 +3,863 7.18% Q1 2026 May 14, 2026
MONECO ADVISORS, LLC History Added to 57,621 2,844 0.22% 0.15% 513 +23,277 67.78% Q1 2026 May 07, 2026
Dynamic Advisor Solutions LLC History Added to 57,617 2,844 0.09% 0.1% 512 +2,752 5.02% Q1 2026 Apr 08, 2026
Janney Capital Management LLC History No change 51,726 2,833 0.18% 0.18% 514 0 0.0% Q4 2025 Feb 11, 2026
Invst, LLC History Reduced 56,644 2,796 0.32% 0.43% 515 -16,023 -22.05% Q1 2026 May 13, 2026
Caprock Group, LLC History Reduced 56,527 2,790 0.07% 0.07% 516 -116 -0.2% Q1 2026 May 11, 2026
WP Advisors, LLC History Reduced 56,488 2,788 0.72% 0.79% 517 -1,442 -2.49% Q1 2026 May 04, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 56,252 2,777 0.61% 0.64% 518 +256 0.46% Q1 2026 Apr 15, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 56,100 2,769 0.16% 0.22% 519 -15,000 -21.1% Q1 2026 May 06, 2026
Ethos Financial Group, LLC History Added to 55,891 2,759 0.2% 0.21% 520 +4,754 9.3% Q1 2026 May 05, 2026
M3 Advisory Group, LLC History Reduced 55,856 2,757 1.7% 1.89% 521 -605 -1.07% Q1 2026 Apr 22, 2026
NewEdge Wealth, LLC History Added to 55,805 2,755 0.03% 0.03% 522 +7,514 15.56% Q1 2026 May 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 52,988 2,751 0.05% 0.04% 524 +36,914 229.65% Q1 2026 May 01, 2026
Greenwich Wealth Management LLC History Reduced 55,717 2,751 0.11% 0.15% 523 -6,200 -10.01% Q1 2026 May 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 55,464 2,738 0.01% 0.01% 525 -1,210 -2.14% Q1 2026 Apr 24, 2026
Constitution Capital LLC History Reduced 55,061 2,718 1.36% 1.48% 526 -2,160 -3.77% Q1 2026 Apr 08, 2026
PINNACLE ASSOCIATES LTD History Added to 55,051 2,717 0.03% 0.04% 527 +842 1.55% Q1 2026 Apr 21, 2026
Bay Rivers Group History Added to 54,958 2,713 1.13% 1.17% 528 +2,041 3.86% Q1 2026 Apr 13, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 54,945 2,712 1.1% 0.19% 529 +46,820 576.25% Q1 2026 Apr 28, 2026
CORRADO ADVISORS, LLC History Reduced 54,733 2,702 1.41% 1.69% 530 -6,708 -10.92% Q1 2026 Apr 30, 2026
Dynamic Wealth Strategies, LLC History Added to 54,287 2,680 1.55% 1.47% 531 +9,250 20.54% Q1 2026 May 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 54,239 2,677 0.04% 0.04% 532 -67 -0.12% Q1 2026 May 15, 2026
Signal Advisors Wealth, LLC History Reduced 54,206 2,676 0.18% 0.26% 533 -5,128 -8.64% Q1 2026 Apr 17, 2026
Appalachian Capital Management Ltd History Reduced 53,956 2,663 2.13% 2.41% 534 -1,066 -1.94% Q1 2026 Apr 27, 2026
Capital Advisors, Ltd. LLC History Added to 53,609 2,647 0.3% 0.32% 535 +1,057 2.01% Q1 2026 Apr 16, 2026
Fiduciary Group, LLC History Added to 53,488 2,640 0.23% 0.23% 536 +2,522 4.95% Q1 2026 May 11, 2026
RPg Family Wealth Advisory, LLC History Reduced 53,245 2,628 0.55% 0.65% 537 -716 -1.33% Q1 2026 May 14, 2026
CMG Global Holdings, LLC History Added to 53,000 2,616 1.25% 1.13% 538 +5,901 12.53% Q1 2026 May 01, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 52,908 2,612 0.62% 0.71% 539 -2,312 -4.19% Q1 2026 Apr 22, 2026
Brick & Kyle, Associates History No change 47,589 2,606 0.92% 0.92% 540 0 0.0% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 52,465 2,604 0.09% 0.09% 541 +7,932 17.81% Q1 2026 May 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 52,685 2,601 0.15% 0.17% 542 -3,613 -6.42% Q1 2026 Apr 20, 2026
PCG ASSET MANAGEMENT, LLC History Added to 52,557 2,594 2.07% 2.3% 543 +914 1.77% Q1 2026 May 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 52,462 2,590 0.36% 0.38% 544 +2,472 4.94% Q1 2026 May 15, 2026
Risk Paradigm Group, LLC History Added to 52,400 2,586 2.21% 2.74% 545 +503 0.97% Q1 2026 May 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 52,375 2,585 0.78% 0.67% 546 +11,308 27.54% Q1 2026 Apr 22, 2026
NorthCrest Asset Manangement, LLC History Reduced 51,605 2,556 0.08% 0.15% 547 -68,630 -57.08% Q1 2026 Apr 08, 2026
Wealthfront Advisers LLC History Reduced 51,570 2,546 0.01% 0.01% 548 -8,374 -13.97% Q1 2026 May 05, 2026
CALTON & ASSOCIATES, INC. History Added to 51,568 2,545 0.37% 0.41% 549 +244 0.48% Q1 2026 May 13, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 51,375 2,536 0.51% 0.06% 550 +46,032 861.54% Q1 2026 Apr 09, 2026
Graetz Wealth LLC History Added to 51,307 2,533 2.26% 2.47% 551 +1,840 3.72% Q1 2026 Apr 30, 2026
EVOKE WEALTH, LLC History Reduced 51,273 2,531 0.05% 0.07% 552 -12,731 -19.89% Q1 2026 May 14, 2026
One Charles Private Wealth Services, LLC History Reduced 51,223 2,528 0.63% 0.8% 553 -4,945 -8.8% Q1 2026 May 07, 2026
OKABENA INVESTMENT SERVICES INC History Added to 50,995 2,517 0.49% 0.52% 554 +1,342 2.7% Q1 2026 May 15, 2026
Elm Partners Management LLC History Reduced 52,008 2,515 0.11% 0.14% 555 -5,376 -9.37% Q1 2026 May 13, 2026
SHUTTLEWORTH & Co History Added to 50,754 2,505 2.27% 2.52% 556 +411 0.82% Q1 2026 May 20, 2026
GROUP ONE TRADING LLC History New 50,622 2,499 0.0% 557 +50,622 New Q1 2026 May 13, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 50,606 2,498 0.17% 0.28% 558 -5,680 -10.09% Q1 2026 May 07, 2026
Tepp RIA, LLC History Added to 50,361 2,486 1.95% 1.69% 559 +19,239 61.82% Q1 2026 Apr 22, 2026
Next Level Private LLC History Added to 50,311 2,483 0.56% 0.71% 560 +953 1.93% Q1 2026 Apr 23, 2026
Aptus Capital Advisors, LLC History Reduced 50,260 2,481 0.02% 3.94% 561 -9,999,774 -99.5% Q1 2026 May 11, 2026
ASSOCIATED BANC-CORP History Reduced 50,072 2,472 0.07% 0.08% 562 -3,928 -7.27% Q1 2026 May 01, 2026
Ameritas Advisory Services, LLC History Reduced 50,056 2,471 0.1% 0.1% 564 -580 -1.15% Q1 2026 May 12, 2026
Y.D. More Investments Ltd History Added to 50,160 2,471 0.1% 0.13% 563 +305 0.61% Q1 2026 May 04, 2026
Avior Wealth Management, LLC History Added to 50,020 2,469 0.07% 0.07% 565 +9,514 23.49% Q1 2026 Apr 09, 2026
CI INVESTMENTS INC. History New 50,000 2,468 0.01% 566 +50,000 New Q1 2026 May 13, 2026
Silphium Asset Management Ltd History Reduced 49,800 2,458 0.93% 1.39% 567 -10,000 -16.72% Q1 2026 May 05, 2026
Fortis Group Advisors, LLC History Added to 47,047 2,452 0.41% 0.0% 568 +46,903 32571.53% Q1 2026 May 08, 2026
Brown Financial Advisors History Added to 49,281 2,433 0.92% 0.98% 569 +262 0.53% Q1 2026 May 15, 2026
WNY Asset Management, LLC History New 49,075 2,422 0.25% 570 +49,075 New Q1 2026 May 22, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 46,342 2,415 0.86% 0.96% 571 +846 1.86% Q1 2026 May 11, 2026
Everstar Asset Management, LLC History Reduced 48,876 2,413 1.28% 1.52% 572 -3,066 -5.9% Q1 2026 Apr 16, 2026
CWC Advisors, LLC. History Reduced 48,713 2,404 1.14% 1.3% 573 -374 -0.76% Q1 2026 Apr 16, 2026
Darwin Wealth Management, LLC History Reduced 48,626 2,400 0.75% 1.46% 574 -37,074 -43.26% Q1 2026 May 01, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 48,518 2,398 0.17% 0.18% 575 -210 -0.43% Q1 2026 May 01, 2026
Moors & Cabot, Inc. History Reduced 48,363 2,387 0.1% 0.12% 576 -2,698 -5.28% Q1 2026 May 08, 2026
Thayer Partners, LLC / MA History Added to 48,338 2,386 1.14% 1.27% 577 +809 1.7% Q1 2026 May 05, 2026
ES4, LLC History Added to 48,135 2,376 1.53% 1.25% 578 +15,072 45.59% Q1 2026 Apr 29, 2026
DEUTSCHE BANK AG\ History Reduced 47,975 2,368 0.0% 0.0% 579 -8,072 -14.4% Q1 2026 May 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 48,739 2,357 0.15% 0.14% 580 -8,585 -14.98% Q1 2026 Apr 24, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 48,262 2,352 0.02% 0.03% 581 -40,294 -45.5% Q1 2026 May 14, 2026
High Note Wealth, LLC History Reduced 47,601 2,350 0.46% 0.52% 582 -695 -1.44% Q1 2026 May 11, 2026
Lionsbridge Wealth Management LLC History Reduced 47,599 2,349 2.36% 3.32% 583 -12,339 -20.59% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Added to 47,576 2,348 0.02% 0.02% 584 +2,714 6.05% Q1 2026 May 05, 2026
Marex Group plc History Reduced 47,493 2,344 0.01% 0.02% 585 -16,204 -25.44% Q1 2026 May 13, 2026
Odyssey Capital Advisors, Inc. History Added to 47,151 2,327 2.08% 1.93% 586 +7,471 18.83% Q1 2026 Apr 29, 2026
Brookstone Capital Management History Added to 47,122 2,326 0.03% 0.03% 587 +2,313 5.16% Q1 2026 Apr 16, 2026
Bleakley Financial Group, LLC History Added to 46,947 2,317 0.04% 0.04% 588 +8,488 22.07% Q1 2026 May 04, 2026
BEACON FINANCIAL GROUP History Reduced 46,780 2,309 0.23% 0.26% 589 -1,648 -3.4% Q1 2026 Apr 30, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 46,623 2,301 0.02% 0.02% 590 -225 -0.48% Q1 2026 May 01, 2026
Henson-Edgewater Management, LLC History Reduced 45,777 2,259 1.44% 1.48% 591 -23 -0.05% Q1 2026 Apr 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 45,601 2,251 0.02% 0.02% 592 +8,239 22.05% Q1 2026 May 12, 2026
DT Investment Partners, LLC History Reduced 45,474 2,245 0.19% 0.21% 593 -628 -1.36% Q1 2026 May 14, 2026
Boltwood Capital Management History Added to 45,253 2,234 0.57% 0.63% 594 +1,147 2.6% Q1 2026 Apr 07, 2026
Rockingstone Advisors LLC History Added to 44,478 2,195 1.01% 1.11% 595 +20 0.04% Q1 2026 Apr 09, 2026
Galaxy Group Investments LLC History No change 40,000 2,190 0.26% 0.26% 596 0 0.0% Q4 2025 Mar 23, 2026
Perennial Investment Advisors, LLC History Reduced 44,335 2,188 0.17% 0.19% 597 -202 -0.45% Q1 2026 May 15, 2026
RiverGlades Family Offices LLC History New 44,132 2,178 1.28% 598 +44,132 New Q1 2026 May 13, 2026
MONTAG A & ASSOCIATES INC History Added to 44,007 2,172 0.1% 0.09% 599 +8,342 23.39% Q1 2026 Apr 29, 2026
ARDSLEY ADVISORY PARTNERS LP History New 43,000 2,123 0.27% 600 +43,000 New Q1 2026 May 15, 2026
CFC Planning Co LLC History Reduced 42,989 2,122 1.51% 1.84% 601 -1,266 -2.86% Q1 2026 Apr 24, 2026
Jacobi Capital Management LLC History Added to 42,944 2,120 0.12% 0.13% 602 +866 2.06% Q1 2026 May 13, 2026
PFG Investments, LLC History Reduced 42,816 2,113 0.1% 0.12% 603 -1,755 -3.94% Q1 2026 Apr 27, 2026
Realta Investment Advisors History Reduced 42,606 2,103 0.73% 0.93% 604 -9,028 -17.48% Q1 2026 Apr 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 42,500 2,098 0.01% 605 +42,500 New Q1 2026 May 11, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 42,422 2,094 1.26% 1.42% 606 -439 -1.02% Q1 2026 Apr 21, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 42,358 2,091 0.11% 0.12% 607 -1,403 -3.21% Q1 2026 Apr 13, 2026
Wall Capital Group, Inc. History Reduced 42,286 2,087 2.23% 3.34% 608 -21,834 -34.05% Q1 2026 Apr 20, 2026
FLOYD FINANCIAL GROUP LLC History Added to 39,677 2,069 1.38% 1.39% 609 +581 1.49% Q1 2026 Apr 24, 2026
Parallel Advisors, LLC History Added to 41,589 2,053 0.04% 0.04% 610 +1,846 4.64% Q1 2026 May 07, 2026
Crews Bank & Trust History Reduced 41,507 2,049 0.3% 0.33% 611 -920 -2.17% Q1 2026 May 13, 2026
StoneX Group Inc. History Added to 41,757 2,046 0.11% 0.09% 612 +3,047 7.87% Q1 2026 May 14, 2026
NWAM LLC History Reduced 41,346 2,041 0.12% 0.13% 613 -2,390 -5.46% Q1 2026 May 04, 2026
JBR Co Financial Management Inc History No change 37,229 2,039 0.85% 0.85% 614 0 0.0% Q1 2026 Apr 08, 2026
St. Johns Investment Management Company, LLC History Reduced 41,300 2,038 0.86% 0.96% 615 -525 -1.26% Q1 2026 Apr 28, 2026
Redwood Financial Network Corp History Reduced 41,207 2,034 1.33% 1.48% 616 -1,203 -2.84% Q1 2026 May 14, 2026
WEALTHGARDEN F.S. LLC History Reduced 40,991 2,023 1.38% 1.54% 617 -2,849 -6.5% Q1 2026 May 04, 2026
IFP Advisors, Inc History Reduced 40,754 2,012 0.04% 0.05% 618 -3,387 -7.67% Q1 2026 Apr 13, 2026
E&G Advisors, LP History Added to 40,662 2,007 0.45% 0.5% 619 +200 0.49% Q1 2026 Apr 21, 2026
WealthPLAN Partners, LLC History Reduced 40,582 2,003 0.39% 0.34% 620 -1,586 -3.76% Q1 2026 Apr 29, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 40,532 2,001 0.01% 0.02% 621 -4,517 -10.03% Q1 2026 May 05, 2026
Financial Freedom, LLC History Reduced 40,281 1,988 0.99% 1.41% 622 -11,576 -22.32% Q1 2026 Apr 30, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 40,087 1,979 0.14% 0.15% 623 -90 -0.22% Q1 2026 Apr 28, 2026
BOCHK Asset Management Ltd History New 40,000 1,974 0.41% 625 +40,000 New Q1 2026 May 06, 2026
Greenland Capital Management LP History Added to 40,000 1,974 0.25% 0.09% 624 +24,000 150.0% Q1 2026 May 15, 2026
Maridea Wealth Management LLC History Reduced 39,640 1,957 0.28% 0.33% 626 -14 -0.04% Q1 2026 Apr 21, 2026
Empowered Funds, LLC History Added to 39,308 1,940 0.01% 0.02% 627 +22,866 139.07% Q1 2026 May 14, 2026
HBW ADVISORY SERVICES LLC History Reduced 39,163 1,933 0.2% 0.36% 628 -20,544 -34.41% Q1 2026 May 04, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 39,061 1,928 1.4% 1.68% 629 -2,220 -5.38% Q1 2026 Apr 09, 2026
Crumly & Associates Inc. History Added to 38,979 1,924 0.4% 0.44% 630 +250 0.65% Q1 2026 Apr 02, 2026
Guardian Asset Advisors, LLC History Added to 38,861 1,918 1.12% 0.51% 631 +21,066 118.38% Q1 2026 May 14, 2026
First Bancorp, Inc /ME/ History No change 38,839 1,917 0.95% 1.13% 632 0 0.0% Q1 2026 Apr 20, 2026
AE Wealth Management LLC History Reduced 38,782 1,914 0.01% 0.02% 633 -11,129 -22.3% Q1 2026 May 13, 2026
Accel Wealth Management History Added to 38,691 1,910 0.5% 0.57% 634 +402 1.05% Q1 2026 Apr 08, 2026
Alexis Investment Partners, LLC History Added to 39,406 1,905 1.31% 0.72% 635 +4,226 12.01% Q1 2026 Apr 24, 2026
Founders Financial Alliance, LLC History Reduced 38,522 1,901 0.34% 0.4% 636 -208 -0.54% Q1 2026 May 11, 2026
WealthShield Partners, LLC History Added to 38,371 1,894 0.21% 0.23% 637 +175 0.46% Q1 2026 May 01, 2026
MTM Investment Management, LLC History Added to 38,289 1,890 0.6% 0.67% 638 +51 0.13% Q1 2026 May 06, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 38,221 1,886 0.3% 0.32% 639 +185 0.49% Q1 2026 May 04, 2026
McGuire Investment Group, LLC History Added to 37,900 1,871 0.21% 0.21% 640 +2,236 6.27% Q1 2026 Apr 28, 2026
PLIMOTH TRUST CO LLC History Reduced 37,779 1,865 0.42% 0.48% 641 -1,533 -3.9% Q1 2026 Apr 27, 2026
Beacon Bridge Wealth Partners, LLC History Added to 37,792 1,865 0.62% 0.68% 642 +239 0.64% Q1 2026 May 05, 2026
Windsor Capital Management, LLC History Reduced 37,001 1,826 0.51% 0.58% 643 -1,074 -2.82% Q1 2026 Apr 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 36,929 1,823 0.37% 0.38% 644 +2,265 6.53% Q1 2026 Apr 20, 2026
IEQ CAPITAL, LLC History Added to 46,491 1,822 0.01% 0.01% 645 +10,693 29.87% Q1 2026 May 14, 2026
Zhang Financial LLC History Reduced 36,807 1,817 0.06% 0.12% 647 -20,472 -35.74% Q1 2026 May 06, 2026
PATTEN & PATTEN INC/TN History Added to 36,821 1,817 0.11% 0.11% 646 +1,655 4.71% Q1 2026 May 01, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 36,792 1,816 0.1% 0.09% 648 +5,229 16.57% Q1 2026 Apr 29, 2026
Advisors Capital Management, LLC History Reduced 36,731 1,813 0.02% 0.03% 649 -3,569 -8.86% Q1 2026 May 01, 2026
GWN SECURITIES INC. History Added to 36,638 1,808 0.35% 0.3% 650 +9,897 37.01% Q1 2026 May 14, 2026
Intellectus Partners, LLC History Added to 36,326 1,793 0.37% 0.37% 651 +1,533 4.41% Q1 2026 Apr 10, 2026
MONETARY MANAGEMENT GROUP INC History Added to 36,225 1,788 0.43% 0.45% 652 +1,000 2.84% Q1 2026 May 13, 2026
SIG BROKERAGE, LP History Reduced 36,156 1,785 0.05% 0.13% 653 -39,892 -52.46% Q1 2026 May 15, 2026
KFA Private Wealth Group, LLC History Reduced 36,159 1,785 0.43% 0.48% 654 -219 -0.6% Q1 2026 Apr 20, 2026
Circle Wealth Management, LLC History Reduced 36,141 1,784 0.03% 0.04% 655 -8,784 -19.55% Q1 2026 May 11, 2026
Counterweight Ventures, LLC History Reduced 36,130 1,783 1.0% 1.74% 656 -20,657 -36.38% Q1 2026 Apr 27, 2026
Northstar Advisory Group, LLC History Reduced 36,020 1,778 0.66% 2.55% 657 -95,252 -72.56% Q1 2026 Apr 08, 2026
TWO SIGMA SECURITIES, LLC History New 35,802 1,767 0.21% 658 +35,802 New Q1 2026 May 15, 2026
Beacon Capital Management, Inc. History Reduced 35,723 1,763 0.1% 0.24% 659 -47,444 -57.05% Q1 2026 May 08, 2026
Focus Partners Advisor Solutions, LLC History Added to 35,686 1,761 0.02% 0.02% 660 +6,201 21.03% Q1 2026 May 13, 2026
Ameraudi Asset Management, Inc. History Reduced 35,666 1,760 0.96% 4.83% 661 -124,865 -77.78% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Reduced 35,256 1,740 0.06% 0.13% 662 -48,823 -58.07% Q1 2026 May 18, 2026
Advocate Investing Services LLC History No change 35,186 1,737 1.47% 1.73% 663 0 0.0% Q1 2026 Apr 22, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 34,768 1,716 0.25% 0.31% 664 -5,025 -12.63% Q1 2026 May 07, 2026
RCW Management, LLC History No change 34,591 1,707 1.75% 1.91% 665 0 0.0% Q1 2026 Apr 15, 2026
Next Capital Management LLC History Added to 34,508 1,703 0.52% 0.58% 666 +1,604 4.87% Q1 2026 May 07, 2026
Baker Avenue Asset Management, LP History Reduced 34,427 1,699 0.04% 0.05% 667 -1,856 -5.12% Q1 2026 May 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 34,338 1,695 0.09% 0.1% 668 +103 0.3% Q1 2026 Apr 15, 2026
Cladis Investment Advisory, LLC History Reduced 34,048 1,680 0.92% 1.03% 669 -399 -1.16% Q1 2026 May 15, 2026
Phillips Wealth Planners LLC History Added to 32,820 1,679 1.26% 1.35% 670 +1,318 4.18% Q1 2026 May 14, 2026
Ruggiero Investments, Inc. History Added to 33,825 1,669 1.61% 1.61% 671 +1,166 3.57% Q1 2026 May 12, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 33,771 1,667 0.38% 0.42% 672 -696 -2.02% Q1 2026 Apr 15, 2026
Curi Capital, LLC History Reduced 33,588 1,658 0.03% 0.03% 673 -1 -0.0% Q1 2026 May 15, 2026
Tidal Investments LLC History Reduced 33,513 1,654 0.0% 0.01% 674 -61,745 -64.82% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Reduced 33,506 1,654 0.18% 0.21% 675 -2,015 -5.67% Q1 2026 Apr 28, 2026
Tower Research Capital LLC (TRC) History Reduced 33,489 1,653 0.04% 0.17% 676 -96,128 -74.16% Q1 2026 May 15, 2026
Jacobs Equity LLC History Reduced 31,815 1,649 1.48% 1.79% 677 -2,217 -6.51% Q1 2026 May 14, 2026
Blue Chip Partners, LLC History Added to 33,327 1,645 0.12% 0.12% 678 +2,089 6.69% Q1 2026 May 15, 2026
Paladin Wealth, LLC History Added to 33,291 1,643 1.13% 1.09% 679 +4,137 14.19% Q1 2026 Apr 16, 2026
BBR PARTNERS, LLC History Added to 33,237 1,640 0.09% 0.03% 681 +22,404 206.81% Q1 2026 May 12, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 33,231 1,640 0.21% 0.37% 680 -2,480 -6.94% Q1 2026 May 18, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 33,141 1,636 2.09% 2.34% 682 +20 0.06% Q1 2026 Apr 21, 2026
Williams Jones Wealth Management, LLC. History No change 33,093 1,633 0.02% 0.02% 683 0 0.0% Q1 2026 May 05, 2026
Glen Eagle Advisors, LLC History Reduced 33,036 1,631 0.23% 0.25% 684 -371 -1.11% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 32,941 1,626 0.03% 0.05% 685 -9,831 -22.98% Q1 2026 Apr 27, 2026
Kingstone Capital Partners Texas, LLC History Added to 32,894 1,624 1.0% 1.05% 686 +18 0.05% Q1 2026 May 05, 2026
Bank of Marin History Added to 32,812 1,619 1.18% 1.21% 687 +826 2.58% Q1 2026 May 14, 2026
NICOLET BANKSHARES INC History New 32,699 1,614 0.06% 688 +32,699 New Q1 2026 May 14, 2026
INGALLS & SNYDER LLC History Reduced 32,616 1,610 0.06% 0.07% 689 -1,082 -3.21% Q1 2026 May 13, 2026
McLaughlin Asset Management, Inc. History Added to 32,627 1,610 1.54% 1.55% 690 +1,048 3.32% Q1 2026 Apr 29, 2026
LJI Wealth Management, LLC History Added to 32,506 1,604 0.26% 0.27% 691 +441 1.38% Q1 2026 May 04, 2026
Journey Advisory Group, LLC History Added to 32,468 1,602 0.14% 0.14% 692 +1,000 3.18% Q1 2026 May 05, 2026
Essex Financial Services, Inc. History Reduced 32,415 1,600 0.09% 0.1% 693 -714 -2.16% Q1 2026 Apr 24, 2026
One Wealth Map LLC History Reduced 30,795 1,598 0.75% 0.85% 694 -283 -0.91% Q1 2026 May 04, 2026
Howard Capital Management Group, LLC History Reduced 32,254 1,592 0.11% 0.12% 695 -1,404 -4.17% Q1 2026 Apr 15, 2026
Crestwood Advisors Group, LLC History Added to 32,031 1,581 0.03% 0.03% 696 +241 0.76% Q1 2026 May 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 30,559 1,580 0.57% 0.63% 697 0 0.0% Q1 2026 May 08, 2026
Ipsen Advisor Group LLC History No change 28,837 1,579 1.12% 1.12% 698 0 0.0% Q4 2025 Feb 11, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 31,749 1,567 1.19% 1.28% 699 -75 -0.24% Q1 2026 May 08, 2026
MidWestOne Financial Group, Inc. History No change 28,588 1,565 0.17% 0.17% 700 0 0.0% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Added to 31,661 1,563 0.03% 0.03% 701 +61 0.19% Q1 2026 Apr 22, 2026
TRUST CO OF OKLAHOMA History Added to 31,435 1,551 0.45% 0.33% 702 +10,575 50.7% Q1 2026 Apr 20, 2026
Successful Portfolios LLC History Added to 31,578 1,543 0.85% 0.9% 703 +2 0.01% Q1 2026 Apr 13, 2026
Soltis Investment Advisors LLC History Added to 31,198 1,540 0.1% 0.09% 704 +7,354 30.84% Q1 2026 Apr 27, 2026
Vertex Investment Solutions Co., Ltd. History Reduced 31,400 1,526 1.76% 2.13% 706 -7,400 -19.07% Q1 2026 Apr 30, 2026
Advyzon Investment Management, LLC History Added to 30,927 1,526 0.14% 0.19% 705 +920 3.07% Q1 2026 May 12, 2026
SYON CAPITAL LLC History Added to 30,631 1,512 0.08% 0.07% 707 +3,266 11.93% Q1 2026 May 13, 2026
NWF Advisory Services Inc. History Reduced 30,538 1,507 0.17% 0.2% 709 -2,521 -7.63% Q1 2026 May 04, 2026
Wedmont Private Capital History Reduced 29,442 1,507 0.05% 0.06% 708 -858 -2.83% Q1 2026 Apr 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 30,511 1,506 0.0% 710 +30,511 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 27,375 1,499 0.0% 0.0% 711 +6,348 30.19% Q1 2026 May 15, 2026
Ascentis Independent Advisors History Added to 30,354 1,498 0.11% 0.18% 713 +9,581 46.12% Q1 2026 Apr 28, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 30,982 1,498 0.05% 0.05% 712 -787 -2.48% Q1 2026 May 11, 2026
FIRST HORIZON CORP History Added to 30,221 1,492 0.06% 0.07% 714 +1 0.0% Q1 2026 Apr 30, 2026
SMI Advisory Services, LLC History Reduced 29,891 1,490 0.25% 0.69% 715 -42,951 -58.96% Q1 2026 Apr 07, 2026
Global Financial Private Client, LLC History Added to 30,167 1,489 0.49% 0.57% 716 +735 2.5% Q1 2026 Apr 20, 2026
EverSource Wealth Advisors, LLC History Reduced 29,915 1,476 0.04% 0.06% 717 -1,990 -6.24% Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 29,891 1,475 0.02% 0.03% 718 +40 0.13% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History Reduced 29,643 1,463 0.13% 0.15% 719 -1,158 -3.76% Q1 2026 Apr 30, 2026
Roberts Wealth Advisors, LLC History Added to 29,555 1,459 0.37% 0.4% 720 +1,611 5.77% Q1 2026 Apr 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 29,539 1,458 0.11% 0.12% 721 0 0.0% Q1 2026 May 08, 2026
Wealthcare Advisory Partners LLC History Reduced 29,391 1,451 0.03% 0.04% 722 -3,482 -10.59% Q1 2026 Apr 14, 2026
VCI Wealth Management LLC History Added to 29,360 1,449 0.4% 0.44% 723 +669 2.33% Q1 2026 Apr 21, 2026
LOWE BROCKENBROUGH & CO INC History No change 29,293 1,446 0.07% 0.08% 724 0 0.0% Q1 2026 May 07, 2026
American Institute for Advanced Investment Management, LLP History Reduced 29,258 1,444 0.94% 1.06% 725 -805 -2.68% Q1 2026 Apr 24, 2026
Magnus Financial Group LLC History Reduced 29,207 1,441 0.12% 0.26% 726 -32,957 -53.02% Q1 2026 Apr 10, 2026
NATIXIS ADVISORS, LLC History Reduced 29,070 1,435 0.0% 0.0% 727 -10,675 -26.86% Q1 2026 May 13, 2026
PSI Advisors, LLC History Added to 28,994 1,431 0.34% 0.33% 728 +5,296 22.35% Q1 2026 May 14, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 28,777 1,420 0.47% 0.44% 729 +4,571 18.88% Q1 2026 May 08, 2026
DecisionMap Wealth Management, LLC History Added to 28,769 1,420 0.92% 0.91% 730 +1,657 6.11% Q1 2026 Apr 15, 2026
Savant Capital, LLC History Added to 28,563 1,410 0.01% 0.01% 731 +8,491 42.3% Q1 2026 May 04, 2026
INTEGRITY ALLIANCE, LLC. History Added to 28,521 1,408 0.05% 0.06% 732 +415 1.48% Q1 2026 May 11, 2026
Tranquility Partners, LLC History Reduced 28,517 1,407 0.53% 0.57% 733 -200 -0.7% Q1 2026 Apr 20, 2026
CWA Asset Management Group, LLC History Reduced 28,495 1,406 0.05% 0.07% 734 -4,722 -14.22% Q1 2026 Apr 20, 2026
Capitol Family Office, Inc. History No change 25,669 1,405 1.66% 1.66% 735 0 0.0% Q1 2026 Apr 14, 2026
Fulcrum Equity Management History Reduced 28,312 1,397 1.35% 2.01% 737 -10,051 -26.2% Q1 2026 Apr 02, 2026
Westbourne Investment Advisors, Inc. History Added to 28,316 1,397 0.41% 0.41% 736 +985 3.6% Q1 2026 Apr 28, 2026
Hennion & Walsh Asset Management, Inc. History Added to 28,238 1,394 0.05% 0.05% 738 +1,989 7.58% Q1 2026 May 13, 2026
APPLETON PARTNERS INC/MA History Reduced 28,200 1,392 0.1% 0.1% 739 -418 -1.46% Q1 2026 Apr 28, 2026
Ring Mountain Capital, LLC History Reduced 27,988 1,382 0.76% 0.81% 740 -1,083 -3.73% Q1 2026 Apr 30, 2026
City Center Advisors, LLC History Added to 27,922 1,378 1.27% 1.37% 741 +659 2.42% Q1 2026 Apr 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 27,830 1,373 0.29% 0.39% 742 -4,347 -13.51% Q1 2026 Apr 15, 2026
UNIVEST FINANCIAL Corp History Reduced 27,806 1,372 0.08% 0.14% 743 -20,284 -42.18% Q1 2026 May 01, 2026
Smith Salley Wealth Management History Added to 27,807 1,372 0.07% 0.07% 744 +152 0.55% Q1 2026 Apr 16, 2026
Capital Investment Advisory Services, LLC History Added to 27,767 1,370 0.1% 0.07% 745 +9,918 55.57% Q1 2026 May 05, 2026
MMA ASSET MANAGEMENT LLC History Reduced 27,728 1,368 0.48% 0.55% 746 -696 -2.45% Q1 2026 Apr 08, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 26,317 1,363 0.46% 0.49% 747 -249 -0.94% Q1 2026 Apr 28, 2026
Relyea Zuckerberg Hanson LLC History Reduced 27,576 1,361 0.14% 0.36% 748 -37,350 -57.53% Q1 2026 Apr 30, 2026
Neuberger Berman Group LLC History Reduced 27,297 1,347 0.0% 0.0% 749 -58 -0.21% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History Reduced 27,202 1,342 0.14% 0.15% 750 -6 -0.02% Q1 2026 Apr 15, 2026
XTX Topco Ltd History New 27,123 1,339 0.02% 751 +27,123 New Q1 2026 May 15, 2026
Tradition Wealth Management, LLC History Reduced 26,997 1,332 0.09% 0.11% 752 -488 -1.78% Q1 2026 May 15, 2026
One Capital Management, LLC History Reduced 26,900 1,328 0.04% 0.05% 753 -2,054 -7.09% Q1 2026 May 12, 2026
First Citizens Financial Corp History Added to 26,824 1,324 0.63% 0.73% 754 +3 0.01% Q1 2026 Apr 07, 2026
TritonPoint Partners, LLC History Added to 26,798 1,322 0.49% 0.73% 755 +1,675 6.67% Q1 2026 Apr 28, 2026
Glenview Trust Co History Added to 26,721 1,319 0.02% 0.02% 756 +2,117 8.6% Q1 2026 May 08, 2026
SIH Partners, LLLP History New 26,699 1,318 0.02% 757 +26,699 New Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History No change 26,576 1,312 0.1% 0.11% 758 0 0.0% Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Added to 26,539 1,310 0.1% 0.09% 759 +5,121 23.91% Q1 2026 Apr 14, 2026
Ironwood Financial, llc History Reduced 26,492 1,307 0.23% 0.27% 760 -2,558 -8.81% Q1 2026 Apr 16, 2026
Autumn Glory Partners, LLC History Reduced 26,461 1,306 0.48% 0.52% 761 -410 -1.53% Q1 2026 May 04, 2026
Point Windward Advisors Inc. History Added to 26,381 1,302 0.65% 0.68% 762 +572 2.22% Q1 2026 Apr 09, 2026
Boston Partners History Added to 26,271 1,296 0.0% 0.0% 764 +649 2.53% Q1 2026 May 11, 2026
NBT BANK N A /NY History Added to 26,262 1,296 0.08% 0.09% 763 +60 0.23% Q1 2026 Apr 28, 2026
WHITTIER TRUST CO History Reduced 25,947 1,294 0.01% 0.02% 765 -4,667 -15.24% Q1 2026 Apr 28, 2026
Vise Technologies, Inc. History No change 23,639 1,294 0.03% 0.03% 766 0 0.0% Q1 2026 Apr 21, 2026
CERTUITY, LLC History Reduced 26,197 1,293 0.08% 0.09% 767 -955 -3.52% Q1 2026 May 11, 2026
MKT Advisors LLC History Added to 25,715 1,282 0.43% 0.49% 768 +269 1.06% Q1 2026 Apr 10, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 25,825 1,274 0.09% 0.1% 769 +1,269 5.17% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History Added to 25,710 1,269 0.03% 0.03% 770 +899 3.62% Q1 2026 Apr 30, 2026
Polaris Investment Advisors, LLC History No change 25,592 1,263 0.92% 1.01% 771 0 0.0% Q1 2026 Apr 21, 2026
SP Asset Management LLC History Added to 25,544 1,261 0.11% 0.11% 772 +39 0.15% Q1 2026 May 06, 2026
Keebeck Wealth Management History No change 25,242 1,246 0.14% 0.16% 773 0 0.0% Q1 2026 May 14, 2026
Providence First Trust Co History Reduced 25,174 1,242 0.44% 0.82% 774 -17,809 -41.43% Q1 2026 May 04, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 25,022 1,235 0.22% 0.22% 775 -135 -0.54% Q1 2026 Apr 29, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 24,924 1,230 0.22% 0.24% 776 +667 2.75% Q1 2026 May 01, 2026
Allie Family Office LLC History Added to 24,792 1,223 0.54% 0.57% 777 +2,444 10.94% Q1 2026 May 13, 2026
TSFG, LLC History Reduced 24,664 1,218 0.18% 0.2% 778 -59 -0.24% Q1 2026 Apr 27, 2026
Valmark Advisers, Inc. History Reduced 24,610 1,214 0.01% 0.02% 779 -1,860 -7.03% Q1 2026 May 01, 2026
Asset One Wealth Management LLC History Added to 23,113 1,208 0.13% 0.17% 780 +446 1.97% Q1 2026 May 12, 2026
Xcel Wealth Management, LLC History Reduced 24,438 1,206 0.33% 0.37% 781 -2,000 -7.56% Q1 2026 Apr 21, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 24,405 1,204 0.36% 0.4% 782 +867 3.68% Q1 2026 Apr 20, 2026
SBI Okasan Asset Management Co.Ltd. History New 24,820 1,200 0.05% 783 +24,820 New Q1 2026 Apr 27, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 24,800 1,199 0.21% 1.45% 784 -146,800 -85.55% Q1 2026 May 12, 2026
Mattson Financial Services, LLC History Reduced 24,164 1,192 0.28% 0.31% 785 -306 -1.25% Q1 2026 May 11, 2026
Tempo Wealth, LLC History Added to 24,136 1,191 0.21% 0.22% 787 +1,975 8.91% Q1 2026 May 14, 2026
PETERSON WEALTH MANAGEMENT History Added to 24,126 1,191 0.69% 0.97% 786 +380 1.6% Q1 2026 May 15, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 24,095 1,189 0.11% 0.12% 788 0 0.0% Q1 2026 May 01, 2026
Stonebrook Private Inc. History Reduced 24,072 1,188 0.25% 0.29% 789 -838 -3.36% Q1 2026 May 11, 2026
CAPE ANN SAVINGS BANK History Reduced 23,909 1,180 0.59% 0.68% 790 -124 -0.52% Q1 2026 Apr 27, 2026
Ranch Capital Advisors Inc. History Reduced 23,811 1,175 0.42% 0.48% 791 -161 -0.67% Q1 2026 May 06, 2026
Breakwater Capital Group History Reduced 23,780 1,174 0.16% 0.19% 793 -1,289 -5.14% Q1 2026 Apr 20, 2026
LANDAAS & CO /WI /ADV History Added to 23,786 1,174 0.26% 0.28% 792 +451 1.93% Q1 2026 Apr 30, 2026
CHILTON INVESTMENT CO INC. History No change 23,717 1,170 0.03% 0.03% 794 0 0.0% Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History Added to 23,619 1,166 0.76% 0.86% 795 +683 2.98% Q1 2026 Apr 14, 2026
PFS Partners, LLC History Reduced 23,539 1,162 0.53% 0.61% 797 -758 -3.12% Q1 2026 Apr 09, 2026
Navis Wealth Advisors, LLC History Reduced 23,539 1,162 0.59% 0.55% 796 -287 -1.2% Q1 2026 May 15, 2026
Quadcap Wealth Management, LLC History Added to 23,310 1,150 0.13% 0.09% 798 +9,528 69.13% Q1 2026 May 15, 2026
C2C Wealth Management, LLC History Reduced 23,193 1,145 0.97% 1.1% 799 -695 -2.91% Q1 2026 Apr 20, 2026
Sherman Asset Management, Inc. History Added to 23,048 1,137 1.05% 0.71% 801 +7,649 49.67% Q1 2026 May 05, 2026
Eagle Capital Management, LLC History Reduced 23,026 1,137 0.45% 0.47% 800 -380 -1.62% Q1 2026 Apr 20, 2026
ARROW FINANCIAL CORP History No change 22,832 1,127 0.11% 0.12% 802 0 0.0% Q1 2026 May 11, 2026
Audent Global Asset Management, LLC History Reduced 16,824 1,116 1.11% 0.82% 803 -6,795 -28.77% Q1 2026 May 06, 2026
Gallacher Capital Management LLC History Reduced 22,534 1,112 0.43% 0.66% 804 -8,652 -27.74% Q1 2026 May 05, 2026
71 West Capital Partners History No change 22,488 1,110 0.05% 0.06% 805 0 0.0% Q1 2026 May 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 22,432 1,107 0.02% 806 +22,432 New Q1 2026 Apr 09, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 22,399 1,105 0.12% 0.23% 807 -15,169 -40.38% Q1 2026 May 05, 2026
SCS Capital Management LLC History Reduced 22,345 1,103 0.01% 0.02% 808 -8,348 -27.2% Q1 2026 May 11, 2026
Ally Invest Advisors Inc. History Added to 22,323 1,102 0.07% 0.08% 809 +53 0.24% Q1 2026 May 12, 2026
Koshinski Asset Management, Inc. History Reduced 22,297 1,100 0.07% 0.08% 810 -377 -1.66% Q1 2026 Apr 27, 2026
Connecticut Wealth Management, LLC History Added to 22,268 1,099 0.05% 0.03% 811 +10,862 95.23% Q1 2026 Apr 30, 2026
Verdence Capital Advisors LLC History Reduced 22,267 1,099 0.06% 0.07% 812 -476 -2.09% Q1 2026 Apr 30, 2026
Kessler Investment Group, LLC History Added to 22,167 1,094 0.52% 0.39% 813 +5,134 30.14% Q1 2026 Apr 10, 2026
SAX WEALTH ADVISORS, LLC History Reduced 19,930 1,091 0.05% 0.05% 814 -509 -2.49% Q1 2026 Apr 08, 2026
HBK Sorce Advisory LLC History Added to 21,271 1,089 0.02% 0.02% 815 +1,950 10.09% Q1 2026 May 11, 2026
Pitcairn Wealth Advisors LLC History No change 19,839 1,086 0.1% 0.1% 816 0 0.0% Q1 2026 May 13, 2026
Certified Advisory Corp History Reduced 21,940 1,083 0.1% 0.13% 817 -4,165 -15.95% Q1 2026 Apr 17, 2026
Core Wealth Partners LLC History Added to 21,756 1,074 0.5% 0.36% 819 +7,115 48.6% Q1 2026 May 08, 2026
Chevy Chase Trust Holdings, LLC History Reduced 21,755 1,074 0.0% 0.0% 818 -1,777 -7.55% Q1 2026 May 15, 2026
Occidental Asset Management, LLC History Added to 21,690 1,070 0.13% 0.13% 821 +2,013 10.23% Q1 2026 Apr 15, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 21,684 1,070 0.44% 0.5% 820 -245 -1.12% Q1 2026 Apr 27, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 19,532 1,069 0.23% 0.23% 822 0 0.0% Q4 2025 Feb 17, 2026
M.E. ALLISON & CO., INC. History Added to 21,637 1,068 0.71% 0.77% 823 +1,004 4.87% Q1 2026 Apr 08, 2026
Bluesphere Advisors LLC History Added to 21,613 1,067 0.38% 0.39% 824 +5,677 35.62% Q1 2026 Apr 22, 2026
Curat Global, LLC History No change 21,628 1,067 1.05% 1.32% 825 0 0.0% Q1 2026 Apr 21, 2026
Summit Trail Advisors, LLC History Added to 21,553 1,064 0.02% 0.01% 826 +11,936 124.11% Q1 2026 May 12, 2026
Compound Planning, Inc. History Reduced 21,495 1,061 0.03% 0.07% 827 -21,931 -50.5% Q1 2026 May 14, 2026
Retirement Planning Group, LLC History Added to 21,229 1,048 0.03% 0.03% 829 +3,333 18.62% Q1 2026 May 04, 2026
WORLD EQUITY GROUP, INC. History Reduced 21,235 1,048 0.27% 0.33% 828 -235 -1.09% Q1 2026 May 06, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 19,098 1,046 0.61% 0.61% 830 0 0.0% Q4 2025 Jan 28, 2026
Rossby Financial, LCC History Added to 21,097 1,043 0.21% 0.05% 831 +18,190 625.73% Q1 2026 May 11, 2026
FIRST MANHATTAN CO. LLC. History Added to 21,075 1,040 0.0% 0.0% 832 +769 3.79% Q1 2026 May 15, 2026
SENTINEL TRUST CO LBA History Reduced 21,018 1,038 0.1% 0.12% 833 -588 -2.72% Q1 2026 May 07, 2026
Claro Advisors Inc. History Added to 20,973 1,035 0.12% 0.14% 834 +1,976 10.4% Q1 2026 Apr 21, 2026
APS Management Group, Inc. History Added to 20,958 1,034 0.88% 0.92% 835 +1,325 6.75% Q1 2026 Apr 15, 2026
Cardinal Point Capital Management ULC History New 20,887 1,031 0.06% 836 +20,887 New Q1 2026 Apr 20, 2026
Pinnacle Family Advisors, LLC History Reduced 20,707 1,022 0.48% 0.79% 837 -12,240 -37.15% Q1 2026 May 14, 2026
American Financial Advisors, LLC History Reduced 20,718 1,022 0.14% 0.15% 838 -430 -2.03% Q1 2026 May 13, 2026
Modern Wealth Management, LLC History Reduced 20,538 1,015 0.02% 0.04% 839 -22,458 -52.23% Q1 2026 May 14, 2026
Alteri Wealth LLC History Reduced 20,479 1,011 0.33% 0.37% 840 -394 -1.89% Q1 2026 May 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 20,373 1,005 0.08% 841 +20,373 New Q1 2026 May 15, 2026
Olympiad Research LP History New 20,373 1,005 3.06% 842 +20,373 New Q1 2026 May 13, 2026
Financial Engines Advisors L.L.C. History Added to 20,342 1,004 0.0% 0.0% 843 +416 2.09% Q1 2026 May 14, 2026
Csenge Advisory Group History Added to 20,291 1,001 0.05% 0.05% 844 +249 1.24% Q1 2026 Apr 30, 2026
Elmwood Wealth Management, Inc. History Added to 20,160 995 0.28% 0.29% 845 +3,653 22.13% Q1 2026 Apr 09, 2026
EFG International AG History Added to 19,963 985 0.02% 0.02% 848 +2,259 12.76% Q1 2026 May 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 19,966 985 0.01% 0.02% 847 -1,857 -8.51% Q1 2026 May 05, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 19,970 985 0.17% 0.19% 846 -275 -1.36% Q1 2026 May 13, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 19,846 979 0.46% 0.48% 849 -2,588 -11.54% Q1 2026 May 13, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 19,832 979 0.56% 0.68% 850 -100 -0.5% Q1 2026 Apr 16, 2026
RoundAngle Advisors LLC History Reduced 19,716 973 0.73% 0.8% 851 -281 -1.41% Q1 2026 Apr 08, 2026
Quantbot Technologies LP History New 19,699 972 0.04% 853 +19,699 New Q1 2026 May 13, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 19,690 972 0.08% 0.09% 852 -596 -2.94% Q1 2026 May 06, 2026
DAVIS R M INC History Reduced 19,604 967 0.02% 0.02% 854 -323 -1.62% Q1 2026 May 13, 2026
FineMark National Bank & Trust History No change 17,591 963 0.03% 0.03% 855 0 0.0% Q4 2025 Feb 12, 2026
First National Bank of Hutchinson History Reduced 19,504 962 0.61% 1.02% 857 -12,225 -38.53% Q1 2026 May 04, 2026
NORTHLAND SECURITIES, INC. History Reduced 19,504 962 0.92% 1.13% 856 -2,024 -9.4% Q1 2026 May 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 19,468 961 0.0% 0.0% 858 -80 -0.41% Q1 2026 May 05, 2026
VestGen Advisors, LLC History Reduced 18,594 959 0.03% 0.05% 859 -1,845 -9.03% Q1 2026 May 14, 2026
Perennial Advisors, LLC History Added to 19,414 958 0.16% 0.07% 860 +12,116 166.02% Q1 2026 Apr 13, 2026
Granite FO LLC History Reduced 19,305 953 0.56% 0.59% 861 -765 -3.81% Q1 2026 May 12, 2026
Coastline Trust Co History Added to 19,208 948 0.09% 0.1% 862 +65 0.34% Q1 2026 Apr 03, 2026
N.E.W. Advisory Services LLC History Added to 19,197 947 0.07% 0.07% 863 +874 4.77% Q1 2026 May 04, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 19,052 940 0.45% 0.48% 864 +4 0.02% Q1 2026 Apr 27, 2026
Peoples Bank/KS History Reduced 18,982 937 0.94% 1.06% 865 -340 -1.76% Q1 2026 Apr 15, 2026
ACCREDITED INVESTOR SERVICES, LLC History Added to 18,952 935 0.6% 0.6% 866 +2,302 13.83% Q1 2026 Apr 21, 2026
Prairiewood Capital, LLC History Reduced 18,878 932 0.27% 0.38% 867 -3,336 -15.02% Q1 2026 Apr 16, 2026
Acorns Advisers, LLC History Added to 18,787 928 0.01% 0.01% 869 +2,925 18.44% Q1 2026 May 14, 2026
Wealthstar Advisors, LLC History Reduced 18,816 928 0.44% 0.47% 868 -866 -4.4% Q1 2026 Apr 27, 2026
WOLFF WIESE MAGANA LLC History Reduced 18,741 925 0.51% 0.6% 870 -1,320 -6.58% Q1 2026 Apr 13, 2026
MCF Advisors LLC History Added to 18,734 924 0.04% 0.04% 871 +5,000 36.41% Q1 2026 May 11, 2026
Ballentine Partners, LLC History Reduced 18,618 919 0.01% 0.01% 872 -5 -0.03% Q1 2026 May 14, 2026
Balboa Wealth Partners History Added to 18,605 918 0.15% 0.15% 873 +1,481 8.65% Q1 2026 Apr 16, 2026
Hills Bank & Trust Co History New 18,553 915 0.04% 874 +18,553 New Q1 2026 May 01, 2026
Sanchez Gaunt Capital Management, LLC History New 18,536 915 0.57% 875 +18,536 New Q1 2026 Apr 14, 2026
Thomasville National Bank History No change 16,684 913 0.06% 0.06% 876 0 0.0% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,478 912 0.02% 0.02% 877 0 0.0% Q1 2026 May 14, 2026
January Capital Advisors LLC History New 18,457 911 1.23% 878 +18,457 New Q1 2026 May 20, 2026
Destiny Wealth Partners, LLC History No change 18,422 909 0.1% 0.11% 879 0 0.0% Q1 2026 May 11, 2026
Strategic Blueprint, LLC History Reduced 18,319 904 0.05% 0.07% 880 -2,272 -11.03% Q1 2026 Apr 29, 2026
Trust Point Inc. History Reduced 18,285 902 0.08% 0.08% 882 -71 -0.39% Q1 2026 Apr 15, 2026
Allen Investment Management, LLC History No change 18,274 902 0.01% 0.01% 881 0 0.0% Q1 2026 May 07, 2026
Goelzer Investment Management, Inc. History Added to 18,248 900 0.04% 0.04% 883 +3,605 24.62% Q1 2026 Apr 09, 2026
Sovran Advisors, LLC History Reduced 17,214 897 0.07% 0.08% 884 -921 -5.08% Q1 2026 May 01, 2026
Ignite Planners, LLC History Reduced 18,213 894 0.14% 0.17% 885 -2,452 -11.87% Q1 2026 Apr 17, 2026
PURSUE WEALTH PARTNERS LLC History Added to 18,075 892 0.53% 0.48% 886 +2 0.01% Q1 2026 Apr 08, 2026
Beacon Financial Advisory LLC History Added to 18,028 890 0.2% 0.23% 887 +281 1.58% Q1 2026 Apr 27, 2026
Lynx Investment Advisory History Reduced 17,996 888 0.42% 0.59% 888 -1,891 -9.51% Q1 2026 Apr 24, 2026
NOVEM GROUP History Added to 17,920 884 0.1% 0.07% 889 +6,735 60.21% Q1 2026 Apr 10, 2026
O'ROURKE & COMPANY, Inc History Reduced 17,905 883 0.35% 0.39% 890 -412 -2.25% Q1 2026 May 14, 2026
Wilson & Boucher Capital Management, LLC History Added to 17,725 875 0.58% 0.62% 891 +500 2.9% Q1 2026 May 18, 2026
UNION SAVINGS BANK History No change 17,636 870 0.38% 0.42% 892 0 0.0% Q1 2026 Apr 17, 2026
CX Institutional History Reduced 17,575 868 0.03% 0.09% 893 -35,704 -67.01% Q1 2026 Apr 06, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 17,493 863 0.89% 1.01% 894 -90 -0.51% Q1 2026 Apr 23, 2026
RIVERSEDGE ADVISORS, LLC History No change 17,398 858 0.14% 0.15% 895 0 0.0% Q1 2026 Apr 15, 2026
Kaizen Financial Strategies History Added to 43,133 857 0.36% 0.38% 896 +27,400 174.16% Q1 2026 May 01, 2026
Garden State Investment Advisory Services LLC History Reduced 17,338 856 0.19% 0.57% 897 -30,005 -63.38% Q1 2026 May 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 17,301 854 0.15% 0.2% 898 +103 0.6% Q1 2026 Apr 28, 2026
Ascent Group, LLC History Reduced 17,282 853 0.03% 0.04% 899 -1,769 -9.29% Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 17,213 849 0.03% 0.03% 900 +315 1.86% Q1 2026 May 11, 2026
Bell Bank History Reduced 17,088 843 0.04% 0.04% 901 -200 -1.16% Q1 2026 Apr 23, 2026
Clarity Wealth Advisors, LLC History Reduced 17,068 842 0.17% 0.23% 902 -3,778 -18.12% Q1 2026 Apr 24, 2026
Spartan Wealth Advisory Services LLC History New 16,981 838 0.07% 904 +16,981 New Q1 2026 May 06, 2026
MRWM Advisors, LLC History Reduced 16,978 838 0.45% 0.51% 903 -392 -2.26% Q1 2026 Apr 20, 2026
Beaumont Financial Advisors, LLC History Reduced 16,917 835 0.06% 0.16% 905 -27,669 -62.06% Q1 2026 May 05, 2026
Heritage Wealth Advisors History No change 16,909 834 0.03% 0.04% 906 0 0.0% Q1 2026 May 13, 2026
Signature Wealth Management Partners, LLC History Added to 16,893 833 0.42% 0.43% 907 +884 5.52% Q1 2026 Apr 21, 2026
MITCHELL SINKLER & STARR/PA History No change 16,860 832 0.38% 0.42% 908 0 0.0% Q1 2026 Apr 13, 2026
FRANKLIN RESOURCES INC History Reduced 16,819 830 0.0% 0.0% 909 -98,222 -85.38% Q1 2026 May 13, 2026
Vivaldi Capital Management LP History Reduced 16,779 828 0.11% 0.13% 910 -320 -1.87% Q1 2026 May 14, 2026
REBALANCE, LLC History Added to 16,786 828 0.05% 0.05% 911 +85 0.51% Q1 2026 May 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 16,709 824 0.03% 0.04% 912 -3,452 -17.12% Q1 2026 Apr 30, 2026
Cloud Capital Management, LLC History Reduced 16,699 824 0.36% 0.44% 913 -451 -2.63% Q1 2026 May 12, 2026
True Vision MN LLC History Added to 16,666 822 0.42% 0.38% 916 +2,833 20.48% Q1 2026 Apr 16, 2026
SOA Wealth Advisors, LLC. History Reduced 16,661 822 0.16% 0.16% 915 -1,054 -5.95% Q1 2026 May 20, 2026
HEADINVEST, LLC History Added to 16,669 822 0.17% 0.18% 914 +270 1.65% Q1 2026 May 15, 2026
LRI Investments, LLC History Reduced 16,635 821 0.07% 0.08% 917 -665 -3.84% Q1 2026 Apr 30, 2026
Cassaday & Co Wealth Management LLC History Reduced 16,605 819 0.02% 0.02% 918 -310 -1.83% Q1 2026 May 07, 2026
Investment Advisory Group, LLC History Reduced 16,557 817 0.21% 0.25% 919 -1,549 -8.56% Q1 2026 Apr 22, 2026
Kagan Cocozza Asset Management History Added to 16,539 816 0.57% 0.59% 920 +1,267 8.3% Q1 2026 Apr 23, 2026
RMR Wealth Builders History Reduced 16,465 812 0.06% 0.08% 922 -1,110 -6.32% Q1 2026 Apr 22, 2026
Steele Capital Management, Inc. History Reduced 16,460 812 0.03% 0.04% 921 -700 -4.08% Q1 2026 Apr 29, 2026
V2 Financial group LLC History No change 16,461 812 0.38% 0.44% 923 0 0.0% Q1 2026 May 04, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 16,376 808 0.05% 0.06% 924 -348 -2.08% Q1 2026 May 05, 2026
Powell Investment Advisors, LLC History Reduced 16,277 803 0.28% 0.32% 925 -887 -5.17% Q1 2026 Apr 23, 2026
Betterment LLC History Added to 16,186 799 0.0% 0.0% 926 +3,066 23.37% Q1 2026 May 14, 2026
Astra Wealth Partners LLC History Reduced 16,175 798 0.48% 0.59% 927 -2,046 -11.23% Q1 2026 May 06, 2026
GC Wealth Management RIA, LLC History Added to 16,153 797 0.03% 0.02% 928 +6,802 72.74% Q1 2026 May 14, 2026
EPG Wealth Management LLC History Reduced 16,135 796 0.22% 0.24% 929 -59 -0.36% Q1 2026 May 07, 2026
Gold Investment Management Ltd. History No change 16,133 796 0.25% 0.28% 930 0 0.0% Q1 2026 Apr 22, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 16,105 795 0.08% 0.09% 931 -482 -2.91% Q1 2026 Apr 30, 2026
CHICAGO TRUST Co NA History Reduced 16,096 794 0.13% 0.14% 932 -60 -0.37% Q1 2026 Apr 24, 2026
WESBANCO BANK INC History Reduced 16,067 793 0.02% 0.03% 933 -757 -4.5% Q1 2026 Apr 21, 2026
Inspire Advisors, LLC History Reduced 15,993 789 0.06% 0.11% 934 -6,318 -28.32% Q1 2026 May 15, 2026
VISIONARY HORIZONS, LLC History Reduced 15,907 785 0.39% 0.58% 935 -4,539 -22.2% Q1 2026 Apr 17, 2026
AdvisorNet Financial, Inc History Reduced 15,887 784 0.04% 0.06% 936 -3,206 -16.79% Q1 2026 Apr 17, 2026
Falcon Wealth Planning History Added to 15,872 783 0.05% 0.07% 937 +56 0.35% Q1 2026 Apr 20, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 14,300 783 0.25% 0.25% 938 0 0.0% Q4 2025 Feb 10, 2026
Freestone Capital Holdings, LLC History Added to 15,834 781 0.02% 0.03% 940 +325 2.1% Q1 2026 May 13, 2026
COURIER CAPITAL LLC History No change 15,826 781 0.04% 0.05% 939 0 0.0% Q1 2026 Apr 23, 2026
Arax Advisory Partners History Reduced 15,762 779 0.02% 0.03% 941 -5,227 -24.9% Q1 2026 May 13, 2026
Beaumont Asset Management, L.L.C. History Added to 15,793 779 0.35% 0.43% 942 +191 1.22% Q1 2026 Apr 21, 2026
HOLDERNESS INVESTMENTS CO History Reduced 15,760 778 0.16% 0.18% 943 -54 -0.34% Q1 2026 May 12, 2026
SMITH, MOORE & CO. History Reduced 15,753 777 0.06% 0.07% 944 -501 -3.08% Q1 2026 May 05, 2026
Fjell Capital, LLC History Added to 15,648 772 0.59% 0.62% 946 +769 5.17% Q1 2026 Apr 15, 2026
Mission Creek Capital Partners, Inc. History Added to 15,654 772 0.15% 0.17% 945 +103 0.66% Q1 2026 May 14, 2026
RWA WEALTH PARTNERS, LLC History Reduced 15,632 771 0.01% 0.01% 947 -2,602 -14.27% Q1 2026 May 13, 2026
INVESTMENT PARTNERS, LTD. History Reduced 15,571 768 0.27% 0.33% 948 -1,488 -8.72% Q1 2026 May 05, 2026
LongView Wealth Management History Added to 14,824 767 0.19% 0.18% 949 +1,571 11.85% Q1 2026 Apr 15, 2026
Manhattan West Asset Management, LLC History Reduced 15,513 765 0.15% 0.2% 950 -2,593 -14.32% Q1 2026 May 14, 2026
Grantvest Financial Group LLC History Reduced 15,471 763 0.49% 0.57% 951 -835 -5.12% Q1 2026 May 11, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 15,442 762 0.43% 0.55% 952 -2,610 -14.46% Q1 2026 Apr 09, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 15,405 760 0.21% 0.23% 953 +415 2.77% Q1 2026 May 08, 2026
Anchor Investment Management, LLC History Added to 15,379 759 0.06% 0.07% 954 +25 0.16% Q1 2026 May 01, 2026
LYNCH & ASSOCIATES/IN History Reduced 15,350 757 0.14% 0.16% 955 -75 -0.49% Q1 2026 Apr 08, 2026
Blue Trust, Inc. History Added to 15,322 756 0.01% 0.01% 956 +123 0.81% Q1 2026 Apr 20, 2026
Private Wealth Asset Management, LLC History No change 15,320 756 0.08% 0.09% 957 0 0.0% Q1 2026 May 06, 2026
Legacy Wealth Advisors, LLC History Added to 15,251 752 0.38% 0.24% 958 +8,716 133.37% Q1 2026 May 06, 2026
Elevation Advisory Partners LLC History New 14,103 747 0.7% 960 +14,103 New Q1 2026 May 08, 2026
WEBSTER BANK, N. A. History Added to 15,134 747 0.07% 0.08% 959 +275 1.85% Q1 2026 Apr 17, 2026
Arete Wealth Advisors, LLC History Reduced 15,077 744 0.06% 0.08% 961 -8,714 -36.63% Q1 2026 May 20, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 15,041 742 0.04% 0.01% 962 +11,100 281.65% Q1 2026 May 15, 2026
Montecito Bank & Trust History Reduced 15,037 742 0.12% 0.14% 963 -750 -4.75% Q1 2026 Apr 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 15,027 741 0.02% 0.14% 964 -101,183 -87.07% Q1 2026 Apr 27, 2026
Bramshill Investments, LLC History Reduced 15,000 740 0.06% 0.11% 965 -20,500 -57.75% Q1 2026 May 15, 2026
LMR Partners LLP History New 15,000 740 0.0% 966 +15,000 New Q1 2026 May 15, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 14,975 739 0.27% 0.01% 967 +14,250 1965.52% Q1 2026 Apr 17, 2026
Sherry Group, Inc. History No change 14,968 738 0.81% 0.86% 968 0 0.0% Q1 2026 May 05, 2026
SBI Securities Co., Ltd. History Added to 14,910 736 0.02% 0.02% 970 +739 5.21% Q1 2026 Apr 27, 2026
EQUITABLE TRUST CO History No change 14,922 736 0.03% 0.04% 969 0 0.0% Q1 2026 Apr 30, 2026
Investment Partners Asset Management, Inc. History Reduced 14,874 734 0.45% 0.52% 971 -473 -3.08% Q1 2026 Apr 07, 2026
Interchange Capital Partners, LLC History Added to 14,697 732 0.23% 0.04% 972 +10,621 260.57% Q1 2026 Apr 23, 2026
Cannon Capital Management, Inc. History No change 14,745 727 0.59% 0.71% 973 0 0.0% Q1 2026 May 07, 2026
Cassady Wealth & Retirement Planning, LLC History Added to 13,884 723 0.37% 0.49% 974 +14 0.1% Q1 2026 May 18, 2026
Slow Capital, Inc. History No change 14,546 718 0.09% 0.1% 975 0 0.0% Q1 2026 Apr 24, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 14,344 708 0.01% 0.0% 976 +8,184 132.86% Q1 2026 Apr 24, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 14,345 708 0.07% 0.08% 977 0 0.0% Q1 2026 May 13, 2026
Banque Transatlantique SA History New 14,300 705 0.02% 980 +14,300 New Q1 2026 May 13, 2026
Empirical Asset Management, LLC History Reduced 14,300 705 0.19% 0.22% 979 -5,421 -27.49% Q1 2026 May 11, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 14,291 705 0.01% 0.01% 978 +428 3.09% Q1 2026 May 01, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 14,274 704 0.13% 0.15% 981 -312 -2.14% Q1 2026 Apr 15, 2026
Prepared Retirement Institute LLC History Reduced 14,274 704 0.35% 0.4% 982 -71 -0.49% Q1 2026 May 15, 2026
Cascade Financial Partners, LLC History Added to 14,256 703 0.07% 0.06% 984 +4,227 42.15% Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 14,246 703 0.0% 0.0% 983 +29 0.2% Q1 2026 May 14, 2026
Argent Trust Co History Reduced 14,185 700 0.02% 0.05% 985 -14,179 -49.99% Q1 2026 May 13, 2026
COUNTRY TRUST BANK History Added to 14,168 699 0.01% 0.01% 986 +3,055 27.49% Q1 2026 Apr 10, 2026
Compagnie Lombard Odier SCmA History No change 14,165 699 0.01% 0.01% 987 0 0.0% Q1 2026 Apr 15, 2026
Russell Investments Group, Ltd. History Added to 14,154 698 0.0% 0.0% 988 +372 2.7% Q1 2026 May 08, 2026
KG Capital Management History Reduced 14,033 692 0.5% 0.23% 991 -2,786 -16.56% Q1 2026 Apr 22, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 14,017 692 0.01% 0.02% 989 -176 -1.24% Q1 2026 May 13, 2026
GREENLEAF TRUST History No change 14,023 692 0.01% 0.01% 990 0 0.0% Q1 2026 Apr 27, 2026
Pines Wealth Management, LLC History Reduced 13,988 690 0.22% 0.25% 992 -194 -1.37% Q1 2026 Apr 08, 2026
OneAscent Financial Services LLC History Added to 13,924 687 0.04% 0.05% 993 +3,497 33.54% Q1 2026 Apr 21, 2026
Avantax Planning Partners, Inc. History Added to 13,890 685 0.02% 0.02% 994 +3,152 29.35% Q1 2026 May 04, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 13,858 684 0.02% 0.02% 995 -312 -2.2% Q1 2026 Apr 27, 2026
Viewpoint Capital Management LLC History Reduced 13,842 683 0.32% 0.34% 996 -400 -2.81% Q1 2026 Apr 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 13,757 679 0.05% 0.08% 997 -5,817 -29.72% Q1 2026 May 06, 2026
Biltmore Family Office, LLC History Added to 13,681 675 0.09% 0.1% 998 +1,063 8.42% Q1 2026 May 11, 2026
Bulwark Capital Corp History No change 13,680 675 0.42% 0.53% 999 0 0.0% Q1 2026 Apr 07, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 13,662 674 0.05% 0.05% 1000 +1 0.01% Q1 2026 Apr 13, 2026
Quarry LP History Reduced 13,634 673 0.12% 1.29% 1001 -136,366 -90.91% Q1 2026 May 15, 2026
Nolet Wealth Management, LLC History No change 13,624 672 0.38% 0.42% 1002 0 0.0% Q1 2026 May 05, 2026
Voya Financial Advisors, Inc. History Added to 14,030 670 0.07% 0.07% 1003 +658 4.92% Q1 2026 May 12, 2026
Wood Tarver Financial Group, LLC History Added to 13,578 670 0.19% 0.21% 1005 +31 0.23% Q1 2026 May 12, 2026
Essex Bank History No change 13,581 670 0.15% 0.16% 1004 0 0.0% Q1 2026 Apr 17, 2026
SAPIENT CAPITAL LLC History Reduced 13,566 669 0.01% 0.01% 1008 -4,180 -23.55% Q1 2026 Apr 08, 2026
TD ASSET MANAGEMENT INC History Reduced 13,552 669 0.0% 0.0% 1006 -387 -2.78% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,560 669 0.02% 0.03% 1007 -76 -0.56% Q1 2026 May 07, 2026
Greystone Financial Group, LLC History Reduced 13,468 664 0.19% 0.17% 1009 -6,519 -32.62% Q1 2026 Apr 24, 2026
Moment Partners, LLC History Reduced 13,406 661 0.12% 0.16% 1011 -972 -6.76% Q1 2026 May 04, 2026
ADIRONDACK TRUST CO History Reduced 13,396 661 0.22% 0.25% 1010 -606 -4.33% Q1 2026 Apr 03, 2026
Hansen & Associates Financial Group, Inc. History Reduced 13,327 660 0.36% 1.08% 1015 -23,717 -64.02% Q1 2026 May 11, 2026
FIRST NATIONAL TRUST CO History Reduced 13,369 660 0.02% 0.05% 1013 -16,373 -55.05% Q1 2026 May 07, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 13,387 660 0.11% 0.11% 1012 +305 2.33% Q1 2026 May 15, 2026
Sterneck Capital Management, LLC History Reduced 13,377 660 0.3% 0.33% 1014 -24 -0.18% Q1 2026 Apr 16, 2026
Milestone Investment Advisors LLC History No change 13,388 660 0.16% 0.18% 1016 0 0.0% Q1 2026 May 05, 2026
Cane Capital Partners, LLC History New 13,331 658 0.29% 1017 +13,331 New Q1 2026 Apr 24, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 13,260 654 0.04% 0.02% 1019 +7,581 133.49% Q1 2026 Apr 09, 2026
SouthState Bank Corp History Reduced 13,253 654 0.03% 0.03% 1018 -972 -6.83% Q1 2026 May 05, 2026
Aries Wealth Management History Added to 13,212 652 0.14% 0.11% 1021 +4,075 44.6% Q1 2026 May 14, 2026
Bragg Financial Advisors, Inc History Added to 13,219 652 0.02% 0.02% 1020 +565 4.46% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 13,190 651 0.01% 0.01% 1023 +3,924 42.35% Q1 2026 Apr 27, 2026
Ameritas Investment Partners, Inc. History Added to 13,187 651 0.02% 0.02% 1022 +97 0.74% Q1 2026 May 13, 2026
Morangie Management LLC History No change 13,181 650 0.6% 0.57% 1024 0 0.0% Q1 2026 Apr 20, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 13,147 649 0.09% 0.1% 1025 -45 -0.34% Q1 2026 May 01, 2026
Comprehensive Financial Planning, Inc./PA History Added to 13,110 647 0.45% 0.47% 1027 +98 0.75% Q1 2026 Apr 07, 2026
Diligent Investors, LLC History No change 13,107 647 0.16% 0.18% 1026 0 0.0% Q1 2026 Apr 15, 2026
Legacy Capital Group California, Inc. History Reduced 13,056 644 0.25% 0.3% 1028 -9,597 -42.37% Q1 2026 May 04, 2026
Warberg Asset Management LLC History New 13,000 641 0.11% 1030 +13,000 New Q1 2026 May 07, 2026
GAMMA Investing LLC History No change 12,987 641 0.03% 0.04% 1029 0 0.0% Q1 2026 Apr 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 12,942 638 0.03% 0.03% 1032 +2,322 21.86% Q1 2026 May 06, 2026
Hopwood Financial Services, Inc. History Reduced 12,933 638 0.43% 0.5% 1033 -45 -0.35% Q1 2026 May 07, 2026
Allen Capital Group, LLC History No change 11,651 638 0.06% 0.06% 1031 0 0.0% Q4 2025 Feb 09, 2026
JBGlobal.com LLC History New 12,921 637 0.63% 1035 +12,921 New Q1 2026 Apr 07, 2026
Atlas Private Wealth Advisors History Reduced 12,921 637 0.15% 0.23% 1034 -4,860 -27.33% Q1 2026 Apr 23, 2026
Caldwell Trust Co History Reduced 12,793 631 0.06% 0.06% 1037 -221 -1.7% Q1 2026 Apr 22, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 12,797 631 0.11% 0.12% 1036 -200 -1.54% Q1 2026 Apr 29, 2026
RESOLUTE WEALTH ADVISOR, INC. History New 12,765 630 0.36% 1039 +12,765 New Q1 2026 May 11, 2026
Florida Trust Wealth Management Co History Added to 12,778 630 0.02% 0.01% 1038 +2,850 28.71% Q1 2026 May 14, 2026
Shulman DeMeo Asset Management LLC History Reduced 12,750 629 0.13% 0.16% 1040 -363 -2.77% Q1 2026 Apr 09, 2026
Sherman Wealth Management LLC History Added to 12,726 628 0.54% 0.6% 1041 +65 0.51% Q1 2026 Apr 13, 2026
OneAscent Family Office, LLC History Reduced 12,703 627 0.44% 0.5% 1043 -884 -6.51% Q1 2026 Apr 21, 2026
Octavia Wealth Advisors, LLC History Reduced 12,714 627 0.06% 0.07% 1042 -446 -3.39% Q1 2026 Apr 10, 2026
Chicago Partners Investment Group LLC History Added to 11,999 626 0.01% 0.02% 1044 +279 2.38% Q1 2026 May 04, 2026
Charter Oak Capital Management, LLC History No change 12,688 626 0.05% 0.05% 1045 0 0.0% Q1 2026 Apr 24, 2026
Principle Wealth Partners LLC History Reduced 12,674 625 0.04% 0.04% 1046 -516 -3.91% Q1 2026 May 07, 2026
Portfolio Resources Advisor Group, Inc. History Added to 12,663 625 0.62% 0.69% 1047 +59 0.47% Q1 2026 Apr 14, 2026
JB Capital LLC History Added to 12,636 623 0.03% 0.02% 1048 +1,839 17.03% Q1 2026 Apr 27, 2026
Meridian Wealth Advisors, LLC History No change 12,582 621 0.08% 0.1% 1049 0 0.0% Q1 2026 May 11, 2026
Union Bancaire Privee, UBP SA History No change 12,858 619 0.01% 0.01% 1050 0 0.0% Q1 2026 Apr 22, 2026
Acropolis Investment Management, LLC History Added to 12,524 618 0.03% 0.03% 1051 +4 0.03% Q1 2026 Apr 09, 2026
TruWealth Advisors, LLC History Added to 12,523 618 0.03% 0.03% 1052 +4 0.03% Q1 2026 Apr 09, 2026
Brookwood Investment Group LLC History Reduced 12,490 616 0.08% 0.24% 1053 -23,609 -65.4% Q1 2026 May 04, 2026
McAdam, LLC History Added to 12,452 614 0.03% 0.03% 1054 +1,714 15.96% Q1 2026 May 08, 2026
KKM Financial LLC History No change 11,213 614 0.11% 0.11% 1055 0 0.0% Q1 2026 May 15, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 12,292 613 0.36% 0.37% 1056 +910 8.0% Q1 2026 Apr 08, 2026
waypoint wealth counsel History Reduced 12,407 612 0.32% 0.25% 1058 -145 -1.16% Q1 2026 Apr 23, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 12,406 612 0.18% 0.19% 1057 0 0.0% Q1 2026 Apr 28, 2026
Pure Financial Advisors, LLC History Reduced 12,341 609 0.01% 0.01% 1059 -132 -1.06% Q1 2026 Apr 10, 2026
Tempus Wealth Planning, LLC History Added to 12,347 609 0.14% 0.15% 1060 +11 0.09% Q1 2026 Apr 28, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 11,809 608 0.38% 0.46% 1061 0 0.0% Q1 2026 May 12, 2026
SOROS FUND MANAGEMENT LLC History Reduced 12,270 605 0.01% 0.2% 1062 -300,000 -96.07% Q1 2026 May 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 12,266 605 0.33% 0.36% 1063 +258 2.15% Q1 2026 May 12, 2026
Fiduciary Alliance LLC History Added to 11,563 603 0.04% 0.03% 1064 +4,438 62.29% Q1 2026 Apr 20, 2026
Key Client Fiduciary Advisors, LLC History Reduced 12,180 601 0.2% 0.26% 1065 -1,581 -11.49% Q1 2026 Apr 09, 2026
MGB Wealth Management, LLC History No change 10,954 601 0.17% 0.17% 1066 0 0.0% Q4 2025 Feb 17, 2026
Embree Financial Group History Reduced 12,156 600 0.07% 0.08% 1068 -3 -0.02% Q1 2026 Apr 23, 2026
Elgethun Capital Management History No change 12,154 600 0.1% 0.11% 1067 0 0.0% Q1 2026 May 14, 2026
CCG WEALTH MANAGEMENT, LLC History New 12,143 599 0.16% 1069 +12,143 New Q1 2026 Apr 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 12,114 598 0.02% 0.02% 1070 -168 -1.37% Q1 2026 May 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 12,070 595 0.01% 0.01% 1071 +2,044 20.39% Q1 2026 May 08, 2026
Prostatis Group LLC History Reduced 12,065 595 0.15% 0.17% 1072 -924 -7.11% Q1 2026 May 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 12,032 594 0.03% 0.04% 1073 -1,428 -10.61% Q1 2026 May 06, 2026
Burford Brothers, Inc. History Reduced 12,006 592 0.24% 0.29% 1075 -762 -5.97% Q1 2026 Apr 27, 2026
COFG Advisors, LLC History Reduced 12,004 592 0.15% 0.16% 1076 -136 -1.12% Q1 2026 May 11, 2026
Old North State Trust, LLC History No change 12,000 592 0.35% 0.39% 1074 0 0.0% Q1 2026 May 13, 2026
Wealthcare Capital Partners, LLC History Reduced 11,974 591 0.28% 0.31% 1077 -58 -0.48% Q1 2026 Apr 15, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 11,950 590 0.13% 0.16% 1078 0 0.0% Q1 2026 May 11, 2026
Cypress Wealth Services, LLC History Added to 11,905 587 0.08% 0.09% 1079 +13 0.11% Q1 2026 Apr 15, 2026
Hilltop National Bank History Reduced 11,884 586 0.14% 0.16% 1080 -100 -0.83% Q1 2026 Apr 02, 2026
SIGNATUREFD, LLC History Added to 11,836 584 0.01% 0.01% 1081 +173 1.48% Q1 2026 Apr 07, 2026
KLCM Advisors, Inc. History No change 11,781 581 0.05% 0.06% 1082 0 0.0% Q1 2026 Apr 30, 2026
Modera Wealth Management, LLC History Added to 11,735 579 0.01% 0.01% 1083 +866 7.97% Q1 2026 May 06, 2026
High Point Wealth Management, LLC History Reduced 11,731 579 0.56% 0.61% 1084 -86 -0.73% Q1 2026 Apr 08, 2026
Rehmann Capital Advisory Group History Reduced 11,713 578 0.03% 0.17% 1086 -46,820 -79.99% Q1 2026 May 15, 2026
Fortis Capital Advisors, LLC History Reduced 11,724 578 0.08% 0.1% 1088 -205 -1.72% Q1 2026 Apr 28, 2026
UMB Bank, n.a. History Added to 11,721 578 0.01% 0.01% 1085 +84 0.72% Q1 2026 May 11, 2026
Carr Financial Group Corp History Added to 11,709 578 0.15% 0.17% 1087 +1 0.01% Q1 2026 May 12, 2026
Empower Advisory Group, LLC History Reduced 11,698 577 0.0% 0.0% 1089 -4,260 -26.7% Q1 2026 May 14, 2026
Vantus Wealth LLC History No change 10,518 576 0.42% 0.42% 1090 0 0.0% Q4 2025 Feb 10, 2026
Excelsior Advisor Network LLC History Added to 11,612 573 0.22% 0.3% 1091 +230 2.02% Q1 2026 May 15, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 11,568 571 0.16% 0.2% 1093 -1,301 -10.11% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 11,578 571 0.01% 0.01% 1092 +1,167 11.21% Q1 2026 Apr 20, 2026
Financial Life Planners History Reduced 11,470 566 0.43% 0.46% 1095 -150 -1.29% Q1 2026 Apr 24, 2026
Key FInancial Inc History Added to 11,480 566 0.1% 0.11% 1094 +11 0.1% Q1 2026 Apr 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 11,458 565 0.01% 0.01% 1096 +3,857 50.74% Q1 2026 May 04, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 11,431 564 0.13% 0.34% 1097 -11,203 -49.5% Q1 2026 May 07, 2026
CrossGen Wealth, LLC History Reduced 11,403 562 0.49% 0.55% 1098 -1 -0.01% Q1 2026 Apr 22, 2026
Clear Harbor Asset Management, LLC History Added to 11,366 561 0.04% 0.03% 1100 +4,524 66.12% Q1 2026 May 05, 2026
BRAVE ASSET MANAGEMENT INC History Added to 11,374 561 0.13% 0.13% 1099 +1,000 9.64% Q1 2026 Apr 17, 2026
Icon Wealth Advisors, LLC History Reduced 10,785 559 0.04% 0.06% 1101 -6,041 -35.9% Q1 2026 May 12, 2026
GM Advisory Group, LLC History Added to 11,305 558 0.02% 0.02% 1102 +2,075 22.48% Q1 2026 Apr 28, 2026
ELEVATUS WELATH MANAGEMENT History Added to 11,314 558 0.29% 0.17% 1103 +57 0.51% Q1 2026 Apr 15, 2026
Tactive Advisors, LLC History Reduced 11,300 557 0.16% 0.23% 1104 -3,275 -22.47% Q1 2026 Apr 16, 2026
Brightwater Advisory LLC History Reduced 11,286 557 0.37% 0.44% 1105 -590 -4.97% Q1 2026 Apr 30, 2026
Hexagon Capital Partners LLC History Added to 11,243 555 0.08% 0.11% 1107 +708 6.72% Q1 2026 May 04, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,248 555 0.02% 0.02% 1106 0 0.0% Q1 2026 May 13, 2026
Kaydan Wealth Management, Inc. History Added to 11,228 554 0.19% 0.17% 1109 +469 4.36% Q1 2026 Apr 29, 2026
Clay Northam Wealth Management, LLC History Added to 11,240 554 0.31% 0.34% 1108 +10 0.09% Q1 2026 Apr 28, 2026
Purpose Unlimited Inc. History Added to 11,217 553 0.02% 0.01% 1111 +8,296 284.01% Q1 2026 May 15, 2026
Jackson Hole Capital Partners, LLC History No change 11,208 553 0.09% 0.1% 1110 0 0.0% Q1 2026 May 08, 2026
Legacy Wealth Asset Management, LLC History No change 11,196 552 0.13% 0.15% 1112 0 0.0% Q1 2026 Apr 08, 2026
AMERIFLEX GROUP, INC. History Added to 11,160 550 0.28% 0.32% 1113 +3 0.03% Q1 2026 May 15, 2026
SWMG, LLC History Reduced 11,031 544 0.16% 0.18% 1114 -686 -5.85% Q1 2026 Apr 24, 2026
KINTRA WEALTH, LLC History New 10,999 543 0.04% 1118 +10,999 New Q1 2026 May 15, 2026
D.B. Root & Company, LLC History Added to 11,010 543 0.13% 0.1% 1117 +3,216 41.26% Q1 2026 May 12, 2026
RPG Investment Advisory, LLC History Added to 11,017 543 0.07% 0.07% 1116 +205 1.9% Q1 2026 May 14, 2026
Aviance Capital Partners, LLC History Added to 11,001 543 0.06% 0.07% 1115 +75 0.69% Q1 2026 May 06, 2026
Cornerstone Advisory, LLC History Reduced 10,996 542 0.05% 0.06% 1119 -325 -2.87% Q1 2026 May 04, 2026
OPINICUS CAPITAL, INC. History Added to 10,929 539 0.38% 0.4% 1120 +538 5.18% Q1 2026 May 05, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 10,898 538 0.0% 0.09% 1121 -568,216 -98.12% Q1 2026 May 04, 2026
Jaffetilchin Investment Partners, LLC History Added to 10,819 534 0.03% 0.03% 1123 +2,681 32.94% Q1 2026 May 13, 2026
Finward Bancorp History Reduced 10,821 534 0.43% 0.46% 1122 -60 -0.55% Q1 2026 Apr 10, 2026
Two West Capital Advisors LLC History Reduced 10,283 533 0.28% 0.37% 1124 -1,471 -12.51% Q1 2026 May 04, 2026
WAYSTONE ADVISORS LLC History Added to 10,718 529 0.47% 0.49% 1125 +282 2.7% Q1 2026 Apr 16, 2026
J. Safra Sarasin Holding AG History Reduced 10,851 524 0.01% 0.03% 1128 -20,315 -65.18% Q1 2026 May 04, 2026
Legacy Private Trust Co. History Reduced 10,623 524 0.03% 0.09% 1126 -17,973 -62.85% Q1 2026 Apr 07, 2026
Vident Advisory, LLC History Reduced 10,628 524 0.0% 0.01% 1127 -1,623 -13.25% Q1 2026 May 14, 2026
GEM Asset Management, LLC History Reduced 10,622 524 0.23% 0.26% 1129 -31 -0.29% Q1 2026 Apr 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 10,555 521 0.07% 0.07% 1130 -225 -2.09% Q1 2026 Apr 13, 2026
Disciplined Investors, L.L.C. History Added to 10,571 521 0.31% 0.38% 1131 +5 0.05% Q1 2026 May 12, 2026
Vertex Planning Partners, LLC History Added to 10,439 515 0.1% 0.06% 1132 +5,746 122.44% Q1 2026 May 15, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 10,365 511 0.13% 0.16% 1133 -842 -7.51% Q1 2026 Apr 16, 2026
Wealth Advisory Solutions, LLC History Added to 10,354 511 0.11% 0.13% 1134 +77 0.75% Q1 2026 Apr 22, 2026
Destination Wealth Management History Reduced 10,337 510 0.01% 0.01% 1135 -1,994 -16.17% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 9,319 510 0.04% 0.04% 1136 0 0.0% Q4 2025 Feb 17, 2026
Eagle Wealth Advisors LLC History No change 10,331 510 0.47% 0.48% 1137 0 0.0% Q1 2026 Apr 23, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 10,323 509 0.03% 0.03% 1138 +472 4.79% Q1 2026 Apr 17, 2026
Lodestone Wealth Management LLC History Added to 10,316 509 0.2% 0.23% 1139 +38 0.37% Q1 2026 May 01, 2026
Savvy Advisors, Inc. History Added to 10,246 505 0.01% 0.01% 1141 +2,169 26.85% Q1 2026 May 11, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 10,243 505 0.04% 0.05% 1140 -839 -7.57% Q1 2026 May 11, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 10,201 503 0.02% 0.02% 1142 -213 -2.05% Q1 2026 Apr 22, 2026
Seven Springs Wealth Group, LLC History No change 10,206 503 0.12% 0.16% 1143 0 0.0% Q1 2026 May 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 10,182 502 0.06% 0.07% 1144 -1,295 -11.28% Q1 2026 Apr 24, 2026
Coyle Financial Counsel LLC History Added to 10,181 502 0.11% 0.12% 1145 +21 0.21% Q1 2026 May 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 10,157 501 0.2% 0.24% 1146 0 0.0% Q1 2026 May 05, 2026
JMG Financial Group, Ltd. History Added to 10,054 496 0.01% 0.01% 1147 +1,500 17.54% Q1 2026 May 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 10,047 496 0.03% 0.04% 1148 -239 -2.32% Q1 2026 Apr 21, 2026
Diversified Enterprises, LLC History Added to 10,048 496 0.03% 0.03% 1150 +92 0.92% Q1 2026 May 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 10,062 496 0.08% 0.09% 1149 0 0.0% Q1 2026 May 04, 2026
Gallagher Fiduciary Advisors, LLC History Added to 10,042 495 0.02% 0.01% 1151 +4,011 66.51% Q1 2026 May 15, 2026
Daybright Advisory Services, Inc. History Reduced 10,045 495 0.14% 0.16% 1154 -1,241 -11.0% Q1 2026 May 12, 2026
Bedel Financial Consulting, Inc. History Reduced 10,039 495 0.06% 0.06% 1153 -38 -0.38% Q1 2026 May 04, 2026
Select Asset Management & Trust History No change 10,035 495 0.15% 0.17% 1152 0 0.0% Q1 2026 May 14, 2026
ORG Partners LLC History No change 9,037 494 0.09% 0.09% 1155 0 0.0% Q4 2025 Jan 14, 2026
Drexel Morgan & Co. History No change 10,000 493 0.07% 0.09% 1156 0 0.0% Q1 2026 May 11, 2026
Ameliora Wealth Management Ltd. History No change 10,000 493 0.16% 0.17% 1157 0 0.0% Q1 2026 Apr 23, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 9,943 490 0.05% 0.05% 1158 +2,000 25.18% Q1 2026 May 11, 2026
Wealth Architects, LLC History Reduced 9,911 489 0.04% 0.05% 1159 -5 -0.05% Q1 2026 May 15, 2026
American State Bank (Iowa) History Reduced 9,891 488 0.23% 0.29% 1161 -1,225 -11.02% Q1 2026 Apr 14, 2026
Brooklyn Investment Group History Added to 9,903 488 0.02% 0.02% 1160 +1,216 14.0% Q1 2026 Apr 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 9,832 485 0.05% 0.07% 1162 -2,646 -21.21% Q1 2026 Apr 23, 2026
Fortis Capital Management LLC History Added to 9,809 484 0.05% 0.03% 1165 +5,627 134.55% Q1 2026 May 11, 2026
Choate Investment Advisors History Reduced 9,817 484 0.01% 0.01% 1164 -2,450 -19.97% Q1 2026 May 13, 2026
Mathes Company, Inc. History No change 9,800 484 0.18% 0.19% 1163 0 0.0% Q1 2026 May 08, 2026
Summit Wealth Partners, LLC History New 9,799 483 0.08% 1166 +9,799 New Q1 2026 Apr 17, 2026
Optivise Advisory Services LLC History Reduced 9,776 482 0.29% 0.32% 1167 -468 -4.57% Q1 2026 Apr 15, 2026
Continuum Advisory, LLC History Added to 9,757 481 0.05% 0.05% 1168 +681 7.5% Q1 2026 Apr 22, 2026
Tyche Wealth Partners LLC History Reduced 9,742 480 0.07% 0.09% 1169 -137 -1.39% Q1 2026 May 06, 2026
Bridgewater Advisors Inc. History Added to 9,385 478 0.03% 0.01% 1170 +5,487 140.76% Q1 2026 May 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 9,702 478 0.12% 0.13% 1171 0 0.0% Q1 2026 Apr 28, 2026
Advisor OS, LLC History Added to 9,678 477 0.03% 0.02% 1172 +5,196 115.93% Q1 2026 May 07, 2026
Carnegie Lake Advisors LLC History Reduced 9,623 475 0.19% 0.26% 1175 -3,080 -24.25% Q1 2026 Apr 29, 2026
WealthBridge Capital Management, LLC History Reduced 9,629 475 0.11% 0.15% 1173 -2,250 -18.94% Q1 2026 Apr 17, 2026
Meridian Financial Advisors, LLC History Reduced 9,625 475 0.26% 0.3% 1174 -501 -4.95% Q1 2026 Apr 21, 2026
Tiller Private Wealth, Inc. History Added to 9,549 471 0.17% 0.19% 1176 +20 0.21% Q1 2026 Apr 22, 2026
Eldridge Investment Advisors, Inc. History Added to 9,520 470 0.1% 0.11% 1177 +87 0.92% Q1 2026 May 11, 2026
Belvedere Trading LLC History Reduced 9,497 468 0.0% 0.0% 1178 -69,216 -87.93% Q1 2026 May 12, 2026
Leo Wealth, LLC History Reduced 9,449 466 0.03% 0.04% 1180 -892 -8.63% Q1 2026 May 05, 2026
Nikulski Financial, Inc. History Added to 9,456 466 0.12% 0.12% 1179 +467 5.2% Q1 2026 May 14, 2026
HM PAYSON & CO History No change 9,339 461 0.01% 0.01% 1181 0 0.0% Q1 2026 Apr 13, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 8,419 461 0.5% 0.5% 1182 0 0.0% Q4 2025 Jan 14, 2026
HUB Investment Partners, LLC History Added to 9,317 459 0.01% 0.01% 1183 +621 7.14% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 9,281 458 0.01% 0.01% 1185 -5,393 -36.75% Q1 2026 May 07, 2026
Bouchey Financial Group Ltd History Added to 8,937 458 0.03% 0.03% 1184 +1,131 14.49% Q1 2026 Apr 13, 2026
Purkiss Capital Advisors LLC History Reduced 9,217 455 0.2% 0.24% 1186 -64 -0.69% Q1 2026 May 04, 2026
Johnson Financial Group, Inc. History Reduced 9,181 453 0.02% 0.02% 1187 -120 -1.29% Q1 2026 May 07, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 9,133 450 0.12% 0.17% 1188 -3,174 -25.79% Q1 2026 Apr 28, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 9,114 449 0.02% 0.03% 1189 +305 3.46% Q1 2026 May 12, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 9,055 447 0.03% 0.04% 1190 -4,071 -31.01% Q1 2026 May 21, 2026
Collaborative Wealth Managment Inc. History Reduced 9,042 446 0.2% 0.22% 1192 -2,120 -18.99% Q1 2026 May 05, 2026
Sharkey, Howes & Javer History Added to 9,046 446 0.06% 0.06% 1191 +4 0.04% Q1 2026 Apr 08, 2026
Sound View Wealth Advisors Group, LLC History Reduced 9,021 445 0.03% 0.04% 1193 -741 -7.59% Q1 2026 May 06, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 9,000 444 0.03% 0.05% 1194 -1,000 -10.0% Q1 2026 May 13, 2026
FIRST FOUNDATION ADVISORS History Reduced 8,955 442 0.02% 0.02% 1195 -1,877 -17.33% Q1 2026 May 04, 2026
Gratus Wealth Advisors, LLC History Reduced 8,957 442 0.06% 0.07% 1196 -220 -2.4% Q1 2026 May 04, 2026
Innovative Asset Advisors Group, LLC History New 8,938 441 0.25% 1199 +8,938 New Q1 2026 May 12, 2026
Redwood Investment Management, LLC History New 8,931 441 0.05% 1198 +8,931 New Q1 2026 May 14, 2026
1ST SOURCE BANK History Added to 8,935 441 0.02% 0.02% 1197 +2,680 42.85% Q1 2026 May 04, 2026
Sequent Planning LLC History Added to 8,928 440 0.11% 0.06% 1201 +4,606 106.57% Q1 2026 Apr 21, 2026
Raab & Moskowitz Asset Management LLC History Reduced 8,919 440 0.1% 0.13% 1200 -2,050 -18.69% Q1 2026 May 21, 2026
Ducere Wealth Management LLC History Reduced 8,915 440 0.17% 0.19% 1202 -208 -2.28% Q1 2026 May 11, 2026
CAPITAL ADVISORS INC/OK History Reduced 8,905 439 0.01% 0.01% 1203 -294 -3.2% Q1 2026 Apr 27, 2026
Global Assets Advisory, LLC History Reduced 8,868 437 0.13% 0.17% 1205 -2,182 -19.75% Q1 2026 May 01, 2026
AlphaStar Capital Management, LLC History Reduced 8,854 437 0.03% 0.04% 1204 -1,538 -14.8% Q1 2026 Apr 15, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,868 437 0.03% 0.04% 1206 +468 5.57% Q1 2026 Apr 30, 2026
Strategic Financial Concepts, LLC History Added to 8,820 435 0.11% 0.19% 1207 +5,017 131.92% Q1 2026 May 12, 2026
Richmond Investment Services, LLC History Reduced 8,823 435 0.07% 0.1% 1208 -1,540 -14.86% Q1 2026 Apr 29, 2026
FSM Wealth Advisors, LLC History No change 8,788 433 0.06% 0.07% 1209 0 0.0% Q1 2026 Apr 27, 2026
YHB Investment Advisors, Inc. History Reduced 8,757 432 0.03% 0.03% 1210 -178 -1.99% Q1 2026 Apr 10, 2026
Creegan & Nassoura Financial Group, LLC History No change 7,875 431 0.28% 0.28% 1211 0 0.0% Q4 2025 Feb 17, 2026
Vantage Financial Partners, LLC History No change 7,878 431 0.09% 0.09% 1212 0 0.0% Q4 2025 Feb 03, 2026
Chicago Wealth Management, Inc. History Reduced 8,723 430 0.17% 4.59% 1213 -199,723 -95.82% Q1 2026 May 11, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 8,717 430 0.02% 0.02% 1215 +2,628 43.16% Q1 2026 Apr 16, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 8,712 430 0.07% 0.08% 1214 -120 -1.36% Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 8,701 429 0.02% 0.03% 1216 +4 0.05% Q1 2026 May 07, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 8,682 428 0.15% 0.11% 1217 +3,227 59.16% Q1 2026 Apr 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Added to 8,633 426 0.06% 0.07% 1218 +350 4.23% Q1 2026 Apr 29, 2026
BTG Pactual Asset Management US LLC History Added to 8,617 425 0.04% 0.05% 1219 +155 1.83% Q1 2026 May 14, 2026
Destiny Capital Corp/CO History No change 8,615 425 0.23% 0.24% 1220 0 0.0% Q1 2026 May 11, 2026
Royal Capital Wealth Management, LLC History Reduced 8,600 424 0.26% 0.3% 1221 -697 -7.5% Q1 2026 May 15, 2026
Signature Equity Partners, LLC History Reduced 8,586 423 0.23% 0.71% 1222 -14,725 -63.17% Q1 2026 May 13, 2026
Forum Financial Management, LP History New 8,557 422 0.01% 1223 +8,557 New Q1 2026 Apr 23, 2026
HMV Wealth Advisors, LLC History Added to 8,504 419 0.2% 0.23% 1227 +193 2.32% Q1 2026 Apr 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 8,484 419 0.3% 0.32% 1226 +47 0.56% Q1 2026 May 08, 2026
Aprio Wealth Management, LLC History Reduced 8,490 419 0.02% 0.03% 1225 -22 -0.26% Q1 2026 May 11, 2026
ELCO Management Co., LLC History No change 8,505 419 0.2% 0.29% 1224 0 0.0% Q1 2026 Apr 23, 2026
Stelac Advisory Services LLC History Added to 8,481 418 0.08% 0.14% 1229 +1,506 21.59% Q1 2026 May 08, 2026
DUNCKER STREETT & CO INC History Added to 8,470 418 0.08% 0.07% 1228 +1,471 21.02% Q1 2026 Apr 29, 2026
All Terrain Financial Advisors, LLC History Reduced 8,428 416 0.1% 0.11% 1230 -99 -1.16% Q1 2026 May 12, 2026
Aurora Private Wealth, Inc. History Reduced 7,575 414 0.29% 0.34% 1231 -1,898 -20.04% Q1 2026 Apr 16, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 8,335 411 0.03% 0.04% 1232 0 0.0% Q1 2026 May 05, 2026
Hyundai Investments Co., Ltd. History Reduced 8,488 410 0.46% 0.52% 1233 -1,232 -12.67% Q1 2026 May 15, 2026
CMH Wealth Management LLC History New 8,290 409 0.07% 1237 +8,290 New Q1 2026 Apr 13, 2026
Freedom Investment Management, Inc. History Reduced 8,289 409 0.12% 0.19% 1235 -3,454 -29.41% Q1 2026 Apr 22, 2026
Premier Private Wealth Management LLC History Added to 8,297 409 0.43% 0.44% 1236 +440 5.6% Q1 2026 May 07, 2026
ROMANO BROTHERS AND COMPANY History No change 8,287 409 0.05% 0.05% 1234 0 0.0% Q1 2026 Apr 21, 2026
Kathmere Capital Management, LLC History Added to 8,266 408 0.03% 0.02% 1239 +3,986 93.13% Q1 2026 Apr 28, 2026
Capital Analysts, LLC History Added to 8,267 408 0.01% 0.01% 1238 +2,404 41.0% Q1 2026 May 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 8,260 407 0.31% 0.42% 1243 -1,026 -11.05% Q1 2026 Apr 27, 2026
Formidable Asset Management, LLC History Reduced 7,432 407 0.06% 0.06% 1241 -757 -9.24% Q1 2026 Apr 22, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 8,258 407 0.04% 0.04% 1240 +515 6.65% Q1 2026 May 15, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 8,245 407 0.11% 0.1% 1242 +26 0.32% Q1 2026 May 11, 2026
International Private Wealth Advisors LLC History Reduced 8,210 405 0.25% 0.34% 1244 -1,605 -16.35% Q1 2026 Apr 21, 2026
Southland Equity Partners LLC History Added to 8,184 404 0.08% 0.09% 1246 +191 2.39% Q1 2026 Apr 14, 2026
Hudson Portfolio Management LLC History No change 8,189 404 0.34% 0.39% 1245 0 0.0% Q1 2026 May 14, 2026
HAMILTON CAPITAL PARTNERS, LLC History Reduced 8,157 402 0.13% 0.49% 1247 -18,929 -69.88% Q1 2026 Apr 17, 2026
Wealth Preservation Advisors, LLC History Reduced 8,134 401 0.33% 0.34% 1248 -4,072 -33.36% Q1 2026 May 15, 2026
Winthrop Advisory Group LLC History Added to 8,104 400 0.03% 0.04% 1249 +91 1.14% Q1 2026 Apr 13, 2026
HCR Wealth Advisors History Reduced 8,088 399 0.04% 0.05% 1250 -467 -5.46% Q1 2026 Apr 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,086 399 0.03% 0.03% 1251 0 0.0% Q1 2026 Apr 14, 2026
Americana Partners, LLC History Reduced 8,069 398 0.01% 0.02% 1253 -5,461 -40.36% Q1 2026 May 12, 2026
Stratos Investment Management, LLC History Added to 8,079 398 0.02% 0.01% 1252 +3,967 96.47% Q1 2026 Apr 28, 2026
LifeSteps Financial, Inc. History No change 8,064 398 0.25% 0.28% 1254 0 0.0% Q1 2026 Apr 22, 2026
First Growth Capital LLC History No change 8,053 398 0.36% 0.38% 1255 0 0.0% Q1 2026 May 04, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 8,056 397 0.06% 0.03% 1256 +1,182 17.2% Q1 2026 Apr 24, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 7,998 394 0.02% 0.03% 1257 +4,038 101.97% Q1 2026 Apr 22, 2026
tru Independence LLC History Reduced 7,991 394 0.19% 0.14% 1258 -2,091 -20.74% Q1 2026 Apr 22, 2026
COWA, LLC History No change 8,000 394 0.11% 0.13% 1259 0 0.0% Q1 2026 May 14, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 7,971 393 0.01% 0.01% 1260 -15 -0.19% Q1 2026 Apr 29, 2026
ARWA LLC History Reduced 7,649 392 0.19% 0.3% 1262 -1,711 -18.28% Q1 2026 Apr 13, 2026
Independence Bank of Kentucky History Added to 7,945 392 0.05% 0.05% 1261 +135 1.73% Q1 2026 Apr 30, 2026
Aspen Investment Management Inc History Added to 7,923 391 0.12% 0.12% 1263 +715 9.92% Q1 2026 Apr 15, 2026
Spinnaker Investment Group, LLC History Added to 7,933 391 0.08% 0.08% 1264 +220 2.85% Q1 2026 Apr 08, 2026
Severin Investments, LLC History Reduced 7,907 390 0.33% 0.42% 1265 -803 -9.22% Q1 2026 Apr 24, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 7,914 390 0.12% 0.14% 1266 -384 -4.63% Q1 2026 May 08, 2026
SmartHarvest Portfolios, LLC History No change 7,889 389 0.16% 0.15% 1267 0 0.0% Q1 2026 Apr 20, 2026
Strategic Advisors LLC History Reduced 7,861 388 0.06% 0.07% 1268 -715 -8.34% Q1 2026 May 14, 2026
Tranquilli Financial Advisor LLC History Added to 7,849 387 0.23% 0.23% 1269 +441 5.95% Q1 2026 May 11, 2026
Hunting Hill Global Capital, LLC History New 7,800 385 0.3% 1271 +7,800 New Q1 2026 May 15, 2026
Triad Wealth Partners, LLC History Added to 7,802 385 0.03% 0.03% 1270 +1,953 33.39% Q1 2026 Apr 16, 2026
Herold Advisors, Inc. History Reduced 7,792 384 0.08% 0.1% 1272 -23 -0.29% Q1 2026 May 14, 2026
Arcus Capital Partners, LLC History Reduced 7,773 383 0.14% 0.4% 1274 -12,810 -62.24% Q1 2026 May 06, 2026
Ancora Advisors LLC History Added to 7,778 383 0.01% 0.01% 1273 +4 0.05% Q1 2026 May 15, 2026
ROMAN BUTLER FULLERTON & CO History Added to 7,445 381 0.1% 0.08% 1275 +1,446 24.1% Q1 2026 Apr 30, 2026
Sageworth Trust Co History No change 7,720 381 0.02% 0.02% 1276 0 0.0% Q1 2026 Apr 29, 2026
Grandview Asset Management LLC History Reduced 7,699 380 0.11% 0.13% 1277 -717 -8.52% Q1 2026 May 07, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 7,683 379 0.02% 0.02% 1278 -4 -0.05% Q1 2026 May 11, 2026
Agate Pass Investment Management, LLC History No change 7,682 379 0.15% 0.16% 1279 0 0.0% Q1 2026 Apr 07, 2026
Procyon Advisors, LLC History Reduced 7,667 378 0.02% 0.02% 1281 -1,144 -12.98% Q1 2026 May 04, 2026
Arvest Bank Trust Division History No change 7,674 378 0.02% 0.02% 1280 0 0.0% Q1 2026 May 13, 2026
Bryn Mawr Trust Advisors, LLC History Added to 7,647 377 0.02% 0.02% 1282 +512 7.18% Q1 2026 May 04, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 7,615 375 0.22% 0.3% 1283 -2,460 -24.42% Q1 2026 May 01, 2026
Riverview Capital Advisers, LLC History Added to 7,607 375 0.13% 0.13% 1284 +20 0.26% Q1 2026 May 13, 2026
Harbor Asset Planning, Inc. History Added to 7,550 372 0.31% 0.35% 1285 +38 0.51% Q1 2026 Apr 22, 2026
Cordoba Advisory Partners LLC History Reduced 7,520 371 0.1% 0.34% 1288 -17,736 -70.22% Q1 2026 Apr 28, 2026
Accurate Wealth Management, LLC History Reduced 7,321 371 0.04% 0.06% 1287 -1,337 -15.44% Q1 2026 Apr 22, 2026
Private Capital Management, LLC History Reduced 7,534 371 0.04% 0.04% 1286 -276 -3.53% Q1 2026 May 15, 2026
Richardson Capital Management LLC History No change 7,509 370 0.18% 0.21% 1289 0 0.0% Q1 2026 May 12, 2026
Traynor Capital Management, Inc. History Added to 7,647 369 0.02% 0.02% 1290 +30 0.39% Q1 2026 May 14, 2026
Core Alternative Capital History No change 7,470 368 0.11% 0.11% 1291 0 0.0% Q1 2026 Apr 30, 2026
PROFFITT & GOODSON INC History Reduced 7,436 367 0.06% 0.06% 1293 -252 -3.28% Q1 2026 May 06, 2026
BOKF, NA History No change 7,435 367 0.01% 0.01% 1292 0 0.0% Q1 2026 May 08, 2026
Tannin Capital LLC History Reduced 7,423 366 0.27% 0.42% 1295 -1,109 -13.0% Q1 2026 May 12, 2026
Clarius Group, LLC History No change 6,690 366 0.02% 0.02% 1294 0 0.0% Q4 2025 Jan 14, 2026
AmeriServ Wealth Advisors History Reduced 7,379 364 0.23% 0.28% 1296 -1,549 -17.35% Q1 2026 May 13, 2026
Sage Capital Advisors,llc History Reduced 7,339 362 0.08% 0.1% 1297 -299 -3.91% Q1 2026 Apr 07, 2026
CHAPIN DAVIS, INC. History Added to 7,328 361 0.08% 0.08% 1298 +1,392 23.45% Q1 2026 Apr 21, 2026
Wellington Shields Capital Management, LLC History Reduced 7,297 360 0.05% 0.14% 1299 -10,725 -59.51% Q1 2026 May 04, 2026
LFA - Lugano Financial Advisors SA History No change 7,300 360 0.18% 0.21% 1300 0 0.0% Q1 2026 May 05, 2026
Resonant Capital Advisors, LLC History No change 7,310 360 0.02% 0.02% 1301 0 0.0% Q1 2026 Apr 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 7,270 358 0.04% 0.05% 1302 -320 -4.22% Q1 2026 May 12, 2026
Accredited Investors Inc. History Added to 7,249 357 0.02% 0.02% 1304 +545 8.13% Q1 2026 Apr 30, 2026
RiverFront Investment Group, LLC History Added to 7,242 357 0.01% 0.01% 1303 +84 1.17% Q1 2026 May 11, 2026
Cullen Capital Management, LLC History Reduced 7,222 356 0.0% 0.04% 1305 -64,471 -89.93% Q1 2026 May 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 7,226 356 0.05% 0.06% 1306 -177 -2.39% Q1 2026 Apr 13, 2026
Waterway Wealth Management, LLC History Reduced 7,191 355 0.08% 0.09% 1307 -261 -3.5% Q1 2026 Apr 21, 2026
Talisman Wealth Advisors LLC History Reduced 7,176 354 0.29% 0.42% 1312 -2,742 -27.65% Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Reduced 7,187 354 0.02% 0.03% 1309 -504 -6.55% Q1 2026 May 15, 2026
Crewe Advisors LLC History Reduced 7,182 354 0.03% 0.04% 1310 -196 -2.66% Q1 2026 May 07, 2026
Pinnacle Financial Group, LLC / IL History Added to 7,178 354 0.1% 0.11% 1311 +114 1.61% Q1 2026 May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 7,183 354 0.0% 0.0% 1308 -75 -1.03% Q1 2026 May 15, 2026
Murphy & Mullick Capital Management Corp History Added to 7,167 353 0.26% 0.25% 1313 +859 13.62% Q1 2026 Apr 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 7,133 352 0.01% 0.01% 1314 +2,000 38.96% Q1 2026 Apr 23, 2026
Lewis Asset Management, LLC History Added to 7,127 351 0.14% 0.15% 1318 +590 9.03% Q1 2026 Apr 21, 2026
Black Diamond Financial, LLC History Reduced 7,116 351 0.04% 0.04% 1316 -391 -5.21% Q1 2026 May 05, 2026
Entelevest, LLC History Reduced 7,125 351 0.35% 0.4% 1319 -199 -2.72% Q1 2026 May 04, 2026
CENTRAL BANK & TRUST CO History Reduced 7,117 351 0.06% 0.06% 1315 -18 -0.25% Q1 2026 Apr 07, 2026
Arkos Global Advisors History No change 7,107 351 0.04% 0.05% 1317 0 0.0% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 7,100 350 0.0% 0.01% 1320 -162,588 -95.82% Q1 2026 May 15, 2026
Vertrix Wealth Management, LLC History New 7,107 350 0.13% 1321 +7,107 New Q1 2026 Apr 24, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 7,083 349 0.03% 0.07% 1322 -8,891 -55.66% Q1 2026 Apr 27, 2026
Total Wealth Planning & Management, Inc. History Reduced 7,084 349 0.26% 0.46% 1323 -4,343 -38.01% Q1 2026 May 05, 2026
Centerpoint Advisory Group History Added to 7,050 348 0.26% 0.27% 1325 +535 8.21% Q1 2026 Apr 29, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 7,049 348 0.12% 0.13% 1324 -314 -4.26% Q1 2026 Apr 14, 2026
Register Financial Advisors LLC History Added to 7,046 347 0.13% 0.15% 1326 +190 2.77% Q1 2026 Apr 15, 2026
Solutions 4 Wealth, Ltd History Reduced 7,028 346 0.52% 0.73% 1328 -1,817 -20.54% Q1 2026 May 05, 2026
Fusion Capital, LLC History Reduced 7,021 346 0.09% 0.12% 1327 -913 -11.51% Q1 2026 May 13, 2026
Elevated Financial Group LLC History Added to 6,993 345 0.11% 0.13% 1329 +291 4.34% Q1 2026 May 11, 2026
Apella Capital, LLC History New 6,560 343 0.01% 1335 +6,560 New Q1 2026 Apr 20, 2026
MSH Capital Advisors LLC History Reduced 6,948 343 0.07% 0.11% 1333 -2,461 -26.16% Q1 2026 May 08, 2026
Resurgent Financial Advisors LLC History Reduced 6,948 343 0.12% 0.2% 1332 -386 -5.26% Q1 2026 May 12, 2026
Peak Retirement Planning, Inc. History Added to 6,958 343 0.07% 0.09% 1334 +28 0.4% Q1 2026 May 11, 2026
VISTA INVESTMENT MANAGEMENT History No change 6,958 343 0.11% 0.13% 1330 0 0.0% Q1 2026 May 15, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 6,955 343 0.23% 0.28% 1331 0 0.0% Q1 2026 May 04, 2026
Gradient Capital Advisors, LLC History Reduced 6,895 340 0.09% 0.11% 1339 -667 -8.82% Q1 2026 Apr 15, 2026
SONATA CAPITAL GROUP INC History Added to 6,900 340 0.13% 0.13% 1337 +500 7.81% Q1 2026 Apr 30, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 6,895 340 0.01% 0.01% 1338 -448 -6.1% Q1 2026 Apr 23, 2026
HAZLETT, BURT & WATSON, INC. History Added to 6,891 340 0.11% 0.12% 1336 +2 0.03% Q1 2026 May 14, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 6,890 340 0.12% 0.12% 1340 0 0.0% Q1 2026 May 15, 2026
TigerOak Management, L.L.C. History Reduced 6,869 339 0.11% 0.12% 1342 -100 -1.43% Q1 2026 Apr 21, 2026
SkyOak Wealth, LLC History No change 6,881 339 0.06% 0.07% 1341 0 0.0% Q1 2026 Apr 30, 2026
STAR Financial Bank History Reduced 6,851 338 0.16% 0.2% 1344 -426 -5.85% Q1 2026 May 08, 2026
Manchester Capital Management LLC History No change 6,857 338 0.05% 0.05% 1343 0 0.0% Q1 2026 May 11, 2026
First County Bank /CT/ History Reduced 6,811 336 0.18% 0.2% 1345 -335 -4.69% Q1 2026 Apr 03, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 6,786 335 0.0% 0.0% 1346 +180 2.72% Q1 2026 May 14, 2026
Rollins Financial Advisors, LLC History Reduced 6,785 334 0.05% 0.14% 1347 -10,523 -60.8% Q1 2026 May 05, 2026
Clark Asset Management, LLC History Reduced 6,783 334 0.03% 0.04% 1348 -1,012 -12.98% Q1 2026 Apr 16, 2026
Calamos Advisors LLC History New 6,760 333 0.0% 1350 +6,760 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History Added to 6,760 333 0.01% 0.01% 1349 +2,125 45.85% Q1 2026 May 04, 2026
TrustBank History Reduced 6,727 332 0.13% 0.16% 1353 -190 -2.75% Q1 2026 May 04, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 6,725 332 0.2% 0.21% 1351 -65 -0.96% Q1 2026 May 01, 2026
Mattern Wealth Management LLC History No change 6,726 332 0.06% 0.07% 1352 0 0.0% Q1 2026 Apr 23, 2026
Aull & Monroe Investment Management Corp History No change 6,709 331 0.15% 0.18% 1354 0 0.0% Q1 2026 Apr 21, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Added to 6,703 330 0.1% 0.11% 1355 +132 2.01% Q1 2026 Apr 17, 2026
IPG Investment Advisors LLC History Reduced 6,650 328 0.06% 0.29% 1357 -23,870 -78.21% Q1 2026 May 12, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 6,650 328 0.18% 0.2% 1356 0 0.0% Q1 2026 Apr 29, 2026
Purewater Capital LLC History New 6,643 327 0.31% 1360 +6,643 New Q1 2026 May 14, 2026
Legacy Edge Advisors, LLC History Reduced 6,631 327 0.03% 0.05% 1359 -1,166 -14.95% Q1 2026 May 11, 2026
First Heartland Consultants, Inc. History Added to 6,624 327 0.03% 0.03% 1358 +255 4.0% Q1 2026 Apr 08, 2026
Wealthspire Retirement, LLC History Reduced 6,616 326 0.02% 0.02% 1362 -760 -10.3% Q1 2026 May 13, 2026
Smith Thornton Advisors LLC History Reduced 6,608 326 0.16% 0.19% 1361 -400 -5.71% Q1 2026 Apr 16, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 6,590 325 0.05% 0.06% 1364 +453 7.38% Q1 2026 Apr 21, 2026
InTrack Investment Management Inc History Reduced 6,586 325 0.19% 0.21% 1363 -222 -3.26% Q1 2026 Apr 06, 2026
River Wealth Advisors LLC History Reduced 6,563 324 0.04% 0.04% 1365 -200 -2.96% Q1 2026 May 13, 2026
Clarity Capital Advisors, LLC History No change 6,576 324 0.15% 0.18% 1366 0 0.0% Q1 2026 Apr 09, 2026
VESTOR CAPITAL, LLC History Added to 6,549 323 0.02% 0.03% 1367 +4,790 272.31% Q1 2026 May 21, 2026
Richard W. Paul & Associates, LLC History Reduced 6,547 323 0.11% 0.12% 1368 -25 -0.38% Q1 2026 May 13, 2026
Vienna Asset Management LLC History New 6,465 319 0.25% 1369 +6,465 New Q1 2026 May 12, 2026
SFE Investment Counsel History Reduced 6,441 318 0.05% 0.06% 1370 -154 -2.34% Q1 2026 May 01, 2026
Bienville Capital Management, LLC History Reduced 6,446 318 0.06% 0.06% 1371 -146 -2.21% Q1 2026 May 13, 2026
FIRST UNITED BANK & TRUST History Reduced 6,440 317 0.1% 0.12% 1372 -348 -5.13% Q1 2026 Apr 21, 2026
CRA Financial Services, LLC History Added to 6,399 315 0.04% 0.05% 1374 +13 0.2% Q1 2026 Apr 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 6,386 315 0.13% 0.12% 1373 +5 0.08% Q1 2026 Apr 14, 2026
Holland Advisory Services, Inc. History No change 6,370 314 0.42% 0.47% 1375 0 0.0% Q1 2026 Apr 07, 2026
JM2 Capital Inc. History Added to 6,344 313 0.26% 0.26% 1376 +511 8.76% Q1 2026 Apr 27, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 6,327 312 0.1% 0.15% 1378 -1,625 -20.44% Q1 2026 May 05, 2026
Bulltick Wealth Management, LLC History Added to 6,340 312 0.07% 0.07% 1377 +705 12.51% Q1 2026 Apr 27, 2026
Canton Hathaway, LLC History Added to 6,316 311 0.06% 0.05% 1379 +1,861 41.77% Q1 2026 Apr 24, 2026
Boreal Capital Management LLC History New 6,290 310 0.25% 0.32% 1380 +6,290 New Q1 2026 May 14, 2026
Macro Advisors, Inc. History New 6,288 310 0.13% 1381 +6,288 New Q1 2026 May 14, 2026
SlateStone Wealth, LLC History Added to 6,251 309 0.03% 0.03% 1382 +156 2.56% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 5,648 309 0.01% 0.01% 1383 0 0.0% Q4 2025 Feb 17, 2026
Richard Bernstein Advisors LLC History Reduced 6,244 308 0.01% 0.02% 1384 -8,489 -57.62% Q1 2026 Apr 22, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Reduced 6,200 306 0.27% 0.19% 1388 -17,200 -73.5% Q1 2026 May 13, 2026
Lighthouse Financial LLC History Reduced 6,211 306 0.18% 0.29% 1389 -2,000 -24.36% Q1 2026 May 13, 2026
Fortis Advisors, LLC History Reduced 6,208 306 0.15% 0.2% 1385 -641 -9.36% Q1 2026 May 14, 2026
Arista Wealth Management, LLC History Reduced 6,215 306 0.04% 0.04% 1387 -9 -0.14% Q1 2026 Apr 30, 2026
Mayflower Financial Advisors, LLC History Added to 6,214 306 0.04% 0.04% 1386 +2 0.03% Q1 2026 Apr 23, 2026
Argyle Capital Partners, LLC History Reduced 6,193 305 0.22% 0.25% 1390 -109 -1.73% Q1 2026 May 07, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 6,175 304 0.15% 0.16% 1391 0 0.0% Q1 2026 Apr 15, 2026
Second Line Capital, LLC History Reduced 5,823 303 0.06% 0.07% 1392 -138 -2.32% Q1 2026 May 14, 2026
Wernau Asset Management Inc. History No change 6,122 302 0.21% 0.18% 1393 0 0.0% Q1 2026 Apr 22, 2026
Millstone Evans Group, LLC History Added to 6,114 301 0.18% 0.2% 1394 +1 0.02% Q1 2026 Apr 30, 2026
Sovereign Financial Group, Inc. History Added to 6,084 300 0.05% 0.04% 1395 +2,270 59.52% Q1 2026 Apr 17, 2026
STOCK YARDS BANK & TRUST CO History Added to 6,070 299 0.01% 0.01% 1396 +386 6.79% Q1 2026 Apr 24, 2026
Pointe Capital Management LLC History No change 6,072 299 0.15% 0.16% 1397 0 0.0% Q1 2026 May 15, 2026
Ironwood Investment Counsel, LLC History Added to 6,025 297 0.04% 0.04% 1398 +1,346 28.77% Q1 2026 May 07, 2026
Pettinga Financial Advisors LLC History Reduced 6,015 296 0.06% 0.13% 1401 -6,275 -51.06% Q1 2026 Apr 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 6,000 296 0.01% 0.02% 1400 -1,065 -15.07% Q1 2026 Apr 14, 2026
1834 INVESTMENT ADVISORS CO History Reduced 6,014 296 0.04% 0.05% 1399 -935 -13.46% Q1 2026 May 14, 2026
LOOMIS SAYLES & CO L P History Added to 5,962 294 0.0% 0.0% 1402 +1,558 35.38% Q1 2026 May 14, 2026
Acorn Wealth Advisors, LLC History Added to 5,957 294 0.09% 0.1% 1403 +12 0.2% Q1 2026 Apr 30, 2026
Safeguard Investment Advisory Group, LLC History Added to 5,954 293 0.08% 0.07% 1404 +798 15.48% Q1 2026 May 14, 2026
Third View Private Wealth, LLC History Reduced 5,941 293 0.04% 0.05% 1405 -417 -6.56% Q1 2026 Apr 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 5,859 292 0.01% 0.01% 1406 -4,725 -44.64% Q1 2026 Apr 28, 2026
Arbor Investment Advisors, LLC History Added to 5,921 292 0.04% 0.04% 1407 +267 4.72% Q1 2026 Apr 28, 2026
Avestar Capital, LLC History Reduced 5,915 292 0.02% 0.02% 1408 -49 -0.82% Q1 2026 May 13, 2026
Tortuga Wealth Management, Inc History No change 5,324 291 0.31% 0.31% 1409 0 0.0% Q4 2025 Apr 16, 2026
Headlands Technologies LLC History New 5,890 290 0.03% 1412 +5,890 New Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History No change 5,884 290 0.02% 0.02% 1410 0 0.0% Q1 2026 May 12, 2026
BAYBAN History No change 5,887 290 0.25% 0.28% 1411 0 0.0% Q1 2026 Apr 24, 2026
BIP Wealth, LLC History New 5,869 289 0.01% 1413 +5,869 New Q1 2026 Apr 27, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 5,820 287 0.06% 1416 +5,820 New Q1 2026 May 13, 2026
Asset Management Group, Inc. History Reduced 5,832 287 0.05% 0.06% 1415 -436 -6.96% Q1 2026 May 15, 2026
Horrell Capital Management, Inc. History Reduced 5,832 287 0.13% 0.14% 1414 -5 -0.09% Q1 2026 Apr 30, 2026
Medallion Wealth Advisors, LLC History Reduced 5,800 286 0.09% 0.12% 1417 -491 -7.8% Q1 2026 Apr 24, 2026
Copia Wealth Management History Reduced 5,774 285 0.2% 0.55% 1418 -8,257 -58.85% Q1 2026 May 04, 2026
Lloyd Advisory Services, LLC. History New 5,753 284 0.08% 1420 +5,753 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 5,753 284 0.08% 0.09% 1421 +221 3.99% Q1 2026 May 13, 2026
Pekin Hardy Strauss, Inc. History No change 5,765 284 0.03% 0.03% 1419 0 0.0% Q1 2026 May 06, 2026
CPWA, LLC History New 5,518 282 0.34% 1424 +5,518 New Q1 2026 May 13, 2026
SilverOak Wealth Management LLC History No change 5,727 282 0.04% 0.05% 1422 0 0.0% Q1 2026 Apr 29, 2026
Lionshead Wealth Management, LLC History No change 5,724 282 0.21% 0.24% 1423 0 0.0% Q1 2026 May 11, 2026
McHugh Group, LLC History Reduced 5,700 281 0.17% 0.19% 1426 -400 -6.56% Q1 2026 Apr 17, 2026
Cape Investment Advisory, Inc. History Reduced 5,703 281 0.09% 0.1% 1425 -17 -0.3% Q1 2026 May 15, 2026
United Advisor Group, LLC History Reduced 5,682 280 0.03% 0.04% 1428 -489 -7.92% Q1 2026 Apr 17, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 5,665 280 0.03% 0.03% 1427 0 0.0% Q1 2026 May 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 5,638 278 0.04% 0.05% 1430 +545 10.7% Q1 2026 May 06, 2026
High Falls Advisors, Inc History No change 5,086 278 0.06% 0.06% 1429 0 0.0% Q4 2025 Feb 18, 2026
SYKON CAPITAL LLC History Reduced 5,614 277 0.09% 2.96% 1431 -163,006 -96.67% Q1 2026 Apr 22, 2026
SNS Financial Group, LLC History Reduced 5,591 276 0.02% 0.03% 1432 -235 -4.03% Q1 2026 Apr 14, 2026
EASTERN BANK History Reduced 5,581 275 0.0% 0.01% 1433 -114 -2.0% Q1 2026 Apr 07, 2026
Farmers National Bank History No change 5,036 275 0.06% 0.06% 1434 0 0.0% Q4 2025 Mar 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 5,551 274 0.01% 0.01% 1435 -1,731 -23.77% Q1 2026 Apr 15, 2026
Athena Investment Management History No change 5,570 274 0.14% 0.16% 1436 0 0.0% Q1 2026 May 11, 2026
Beacon Capital Management, LLC History Added to 5,517 272 0.05% 0.05% 1437 +17 0.31% Q1 2026 May 11, 2026
LeClair Wealth Partners LLC History New 5,469 270 0.09% 1441 +5,469 New Q1 2026 May 05, 2026
Arcataur Capital Management LLC History Reduced 5,476 270 0.08% 0.09% 1439 -40 -0.73% Q1 2026 Apr 22, 2026
Blue Water Asset Management History Added to 5,469 270 0.09% 0.11% 1440 +28 0.51% Q1 2026 May 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 5,479 270 0.03% 0.03% 1438 0 0.0% Q1 2026 May 14, 2026
Cavalier Investments, LLC History Reduced 5,465 269 0.01% 0.43% 1443 -145,594 -96.38% Q1 2026 May 15, 2026
Coquina Private Wealth LLC History Reduced 5,467 269 0.22% 0.38% 1445 -3,165 -36.67% Q1 2026 May 05, 2026
NVWM, LLC History Added to 5,452 269 0.06% 0.06% 1444 +153 2.89% Q1 2026 Apr 27, 2026
Pictet North America Advisors SA History No change 5,467 269 0.03% 0.03% 1442 0 0.0% Q1 2026 Apr 14, 2026
BSW Wealth Partners History Added to 5,434 268 0.03% 0.04% 1446 +16 0.3% Q1 2026 Apr 14, 2026
Rare Wolf Capital LLC History No change 5,437 268 0.17% 0.19% 1447 0 0.0% Q1 2026 May 14, 2026
Community Bank, N.A. History Added to 5,410 267 0.03% 0.02% 1449 +2,280 72.84% Q1 2026 May 12, 2026
Lifetime Wealth Management P.C. History Reduced 5,409 267 0.15% 0.2% 1451 -369 -6.39% Q1 2026 May 15, 2026
Vines Capital Management, LLC History Added to 5,412 267 0.26% 0.28% 1450 +219 4.22% Q1 2026 May 12, 2026
Concorde Asset Management, LLC History No change 4,876 267 0.11% 0.11% 1448 0 0.0% Q4 2025 Feb 13, 2026
MWA Asset Management History Added to 5,399 266 0.15% 0.13% 1454 +1,254 30.25% Q1 2026 May 13, 2026
Seelaus Asset Management LLC History Reduced 5,394 266 0.19% 0.26% 1452 -521 -8.81% Q1 2026 Apr 29, 2026
Wealth Alliance Advisory Group, LLC History No change 5,396 266 0.04% 0.05% 1453 0 0.0% Q1 2026 Apr 09, 2026
Elevated Capital Advisors, LLC History No change 5,349 264 0.07% 0.07% 1455 0 0.0% Q1 2026 Apr 30, 2026
Huntleigh Advisors, Inc. History Added to 5,333 263 0.04% 0.05% 1456 +449 9.19% Q1 2026 Apr 21, 2026
LaSalle St. Investment Advisors, LLC History Added to 5,329 263 0.04% 0.05% 1457 +14 0.26% Q1 2026 May 08, 2026
Tulsa Wealth Advisors, INC History New 5,290 261 0.05% 1461 +5,290 New Q1 2026 May 11, 2026
Keystone Wealth Services, LLC History Reduced 5,290 261 0.06% 0.11% 1459 -4,624 -46.64% Q1 2026 May 13, 2026
Rockbridge Investment Management, LCC History No change 5,292 261 0.02% 0.03% 1458 0 0.0% Q1 2026 May 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 5,305 261 0.1% 0.12% 1460 0 0.0% Q1 2026 Apr 20, 2026
Marks Group Wealth Management, Inc History New 5,275 260 0.03% 1463 +5,275 New Q1 2026 May 05, 2026
Carl P. Sherr & Co., LLC History No change 5,280 260 0.12% 0.13% 1462 0 0.0% Q1 2026 May 07, 2026
Strategic Investment Advisors / MI History New 5,262 259 0.02% 1467 +5,262 New Q1 2026 May 18, 2026
A4 Wealth Advisors LLC History Reduced 5,266 259 0.21% 0.41% 1466 -3,464 -39.68% Q1 2026 May 11, 2026
Narwhal Capital Management History No change 5,250 259 0.02% 0.02% 1464 0 0.0% Q1 2026 Apr 23, 2026
Marion Wealth Management History No change 5,252 259 0.06% 0.06% 1465 0 0.0% Q1 2026 May 12, 2026
WEALTH EFFECTS LLC History Reduced 5,237 258 0.09% 0.1% 1469 -693 -11.69% Q1 2026 Apr 21, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 5,245 258 0.09% 0.1% 1468 0 0.0% Q1 2026 Apr 15, 2026
Flagstone Financial Management History No change 5,227 258 0.06% 0.07% 1470 0 0.0% Q1 2026 Apr 27, 2026
Summit Financial Strategies, Inc. History Reduced 5,184 255 0.02% 0.03% 1471 -516 -9.05% Q1 2026 May 01, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 5,180 255 0.07% 0.08% 1472 -32 -0.61% Q1 2026 Apr 15, 2026
Gryphon Financial Partners LLC History Added to 5,156 254 0.03% 0.02% 1474 +1,393 37.02% Q1 2026 May 06, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 5,151 254 0.02% 0.03% 1473 -20 -0.39% Q1 2026 Apr 23, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 5,143 253 0.03% 0.06% 1475 -4,649 -47.48% Q1 2026 Apr 29, 2026
Byrne Asset Management LLC History Added to 5,139 253 0.15% 0.15% 1476 +26 0.51% Q1 2026 Apr 02, 2026
Clare Market Investments LLC History New 5,123 252 0.05% 1477 +5,123 New Q1 2026 Apr 29, 2026
Fiscal Wisdom Wealth Management, LLC History No change 5,086 251 0.24% 0.26% 1478 0 0.0% Q1 2026 May 06, 2026
MEMBERS WEALTH LLC History Added to 4,807 250 0.15% 0.13% 1481 +874 22.22% Q1 2026 Apr 23, 2026
AVALON CAPITAL MANAGEMENT History No change 5,081 250 0.07% 0.07% 1479 0 0.0% Q1 2026 May 14, 2026
NICOLET ADVISORY SERVICES, LLC History No change 4,539 250 0.02% 0.02% 1480 0 0.0% Q4 2025 Feb 13, 2026
Investment Insight Wealth Management, LLC History Added to 5,044 249 0.27% 0.22% 1483 +924 22.43% Q1 2026 Apr 29, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 5,043 249 0.0% 0.0% 1482 -40 -0.79% Q1 2026 May 11, 2026
Tennessee Valley Asset Management Partners History Reduced 5,038 248 0.03% 0.04% 1486 -356 -6.6% Q1 2026 Apr 27, 2026
Financial Partners Group, Inc History Added to 5,039 248 0.03% 0.03% 1485 +9 0.18% Q1 2026 Apr 10, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 5,025 248 0.24% 0.27% 1484 0 0.0% Q1 2026 May 04, 2026
PW Nova Financial Services LLC History New 5,020 247 0.06% 1487 +5,020 New Q1 2026 Apr 15, 2026
Kapstone Financial Advisors LLC History Reduced 4,989 246 0.12% 0.14% 1491 -66 -1.31% Q1 2026 Apr 22, 2026
SHUFRO ROSE & CO LLC History No change 5,000 246 0.02% 0.02% 1488 0 0.0% Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History No change 4,986 246 0.07% 0.08% 1489 0 0.0% Q1 2026 Apr 22, 2026
Gray Private Wealth, LLC History No change 4,988 246 0.12% 0.13% 1490 0 0.0% Q1 2026 May 06, 2026
Midwest Financial Group LLC History Added to 4,971 245 0.1% 0.11% 1492 +601 13.75% Q1 2026 Apr 22, 2026
BEARING POINT CAPITAL, LLC History Reduced 4,958 244 0.04% 0.05% 1494 -1,290 -20.65% Q1 2026 May 07, 2026
Addison Advisors LLC History Reduced 4,955 244 0.05% 0.07% 1493 -1,085 -17.96% Q1 2026 May 08, 2026
Omnitrust Wealth Management, Inc History Reduced 4,947 244 0.32% 0.39% 1495 -624 -11.2% Q1 2026 Apr 22, 2026
HOURGLASS CAPITAL, LLC History New 4,937 243 0.05% 1497 +4,937 New Q1 2026 May 04, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 4,924 243 0.16% 0.17% 1496 0 0.0% Q1 2026 May 07, 2026
White Lighthouse Investment Management Inc. History Added to 4,903 242 0.03% 0.04% 1498 +76 1.57% Q1 2026 May 14, 2026
FWG Holdings, LLC History Reduced 4,848 241 0.09% 0.11% 1499 -200 -3.96% Q1 2026 Apr 13, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,846 239 0.0% 0.01% 1500 0 0.0% Q1 2026 May 11, 2026
WULFF, HANSEN & CO. History No change 4,855 239 0.24% 0.22% 1501 0 0.0% Q1 2026 May 07, 2026
Sloy Dahl & Holst, LLC History No change 4,859 239 0.03% 0.03% 1502 0 0.0% Q1 2026 May 13, 2026
Ark Wealth Advisors LLC History Reduced 4,831 238 0.24% 0.56% 1503 -4,677 -49.19% Q1 2026 May 14, 2026
Plotkin Financial Advisors, LLC History Added to 4,817 237 0.12% 0.11% 1504 +752 18.5% Q1 2026 May 11, 2026
Balefire, LLC History Added to 4,770 235 0.04% 0.04% 1505 +754 18.77% Q1 2026 May 07, 2026
Tripletail Wealth Management, LLC History Reduced 4,755 235 0.32% 0.34% 1506 -200 -4.04% Q1 2026 May 14, 2026
Smith Asset Management Co., LLC History Reduced 4,742 234 0.2% 0.23% 1508 -327 -6.45% Q1 2026 May 14, 2026
National Wealth Management Group, LLC History Reduced 4,745 234 0.09% 0.09% 1507 -162 -3.3% Q1 2026 May 11, 2026
Diversified Portfolios, Inc. History No change 4,726 233 0.02% 0.02% 1509 0 0.0% Q1 2026 May 06, 2026
Prosperity Wealth Management, Inc. History No change 4,236 232 0.08% 0.08% 1510 0 0.0% Q4 2025 Mar 27, 2026
Facet Wealth, Inc. History Added to 4,696 231 0.0% 0.0% 1512 +250 5.62% Q1 2026 May 07, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 4,688 231 0.11% 0.12% 1511 -75 -1.57% Q1 2026 Apr 20, 2026
Cyndeo Wealth Partners, LLC History Reduced 4,676 230 0.01% 0.02% 1514 -1,552 -24.92% Q1 2026 Apr 13, 2026
Capital Square, LLC History Reduced 4,488 230 0.11% 0.14% 1513 -485 -9.75% Q1 2026 May 11, 2026
Synergy Investment Management, LLC History Added to 4,666 230 0.08% 0.08% 1515 +420 9.89% Q1 2026 May 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 4,643 229 0.02% 0.02% 1516 -1,855 -28.55% Q1 2026 Apr 20, 2026
Coordinated Financial Services, Inc. History Reduced 4,655 229 0.13% 0.19% 1518 -1,468 -23.98% Q1 2026 May 01, 2026
Claret Asset Management Corp History Reduced 4,639 229 0.03% 0.03% 1517 -37 -0.79% Q1 2026 May 11, 2026
Axim Planning & Wealth History Reduced 4,636 228 0.28% 0.33% 1522 -1,065 -18.68% Q1 2026 May 14, 2026
Quartz Partners, LLC History Reduced 4,630 228 0.09% 0.1% 1519 -361 -7.23% Q1 2026 May 05, 2026
Orion Capital Management LLC History Added to 4,624 228 0.08% 0.09% 1521 +1 0.02% Q1 2026 May 14, 2026
RFG HOLDINGS, INC. History No change 4,624 228 0.06% 0.06% 1520 0 0.0% Q1 2026 Apr 16, 2026
Smartleaf Asset Management LLC History Added to 4,696 227 0.01% 0.01% 1527 +1,809 62.66% Q1 2026 May 15, 2026
American Trust History Reduced 4,606 227 0.02% 0.02% 1524 -238 -4.91% Q1 2026 May 01, 2026
CIM, LLC History Reduced 4,609 227 0.03% 0.03% 1523 -111 -2.35% Q1 2026 May 18, 2026
Kellett Wealth Advisors, LLC History Added to 4,616 227 0.12% 0.14% 1525 +6 0.13% Q1 2026 May 04, 2026
Colonial Trust Co / SC History No change 4,600 227 0.03% 0.03% 1526 0 0.0% Q1 2026 May 12, 2026
GenTrust, LLC History Reduced 4,587 226 0.01% 0.04% 1528 -14,011 -75.34% Q1 2026 Apr 27, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 4,596 226 0.12% 0.13% 1529 0 0.0% Q1 2026 Apr 22, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History New 4,569 225 0.12% 1533 +4,569 New Q1 2026 May 05, 2026
MATHER GROUP, LLC. History Reduced 4,564 225 0.0% 0.0% 1530 -545 -10.67% Q1 2026 Apr 13, 2026
Straight Path Wealth Management History Added to 4,574 225 0.06% 0.07% 1531 +16 0.35% Q1 2026 Apr 22, 2026
Vigil Wealth Management, LLC History No change 4,573 225 0.18% 0.21% 1532 0 0.0% Q1 2026 Apr 21, 2026
SWEENEY & MICHEL, LLC History Added to 4,340 224 0.07% 0.07% 1535 +22 0.51% Q1 2026 Apr 16, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 4,551 224 0.05% 0.05% 1534 0 0.0% Q1 2026 Apr 30, 2026
Archer Investment Management, LLC History Reduced 4,525 223 0.09% 0.94% 1538 -27,554 -85.89% Q1 2026 Apr 08, 2026
Strategies Wealth Advisors, LLC History Reduced 4,532 223 0.02% 0.03% 1536 -720 -13.71% Q1 2026 May 15, 2026
Amicus Financial Advisors, LLC History Reduced 4,528 223 0.06% 0.07% 1539 -96 -2.08% Q1 2026 Apr 14, 2026
NORTH DALLAS BANK & TRUST CO History No change 4,528 223 0.15% 0.16% 1537 0 0.0% Q1 2026 May 14, 2026
USA FINANCIAL FORMULAS History Reduced 4,501 222 0.04% 0.05% 1542 -447 -9.03% Q1 2026 Apr 14, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 4,497 222 0.01% 0.01% 1540 +441 10.87% Q1 2026 May 14, 2026
CAP Partners, LLC History Added to 4,501 222 0.13% 0.13% 1545 +335 8.04% Q1 2026 Apr 28, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 4,506 222 0.03% 0.04% 1544 +15 0.33% Q1 2026 Apr 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 4,516 222 0.08% 0.08% 1543 +1 0.02% Q1 2026 Apr 23, 2026
NIXON PEABODY TRUST CO History No change 4,500 222 0.02% 0.02% 1541 0 0.0% Q1 2026 Apr 27, 2026
SeaBridge Investment Advisors LLC History No change 4,489 221 0.04% 0.04% 1546 0 0.0% Q1 2026 Apr 28, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 4,461 220 0.03% 0.44% 1547 -60,037 -93.08% Q1 2026 Apr 27, 2026
Investor's Fiduciary Advisor Network, LLC History No change 4,471 220 0.07% 0.05% 1548 0 0.0% Q1 2026 May 12, 2026
Maia Wealth LLC History New 4,449 219 0.04% 1549 +4,449 New Q1 2026 May 08, 2026
Weaver Consulting Group History Added to 4,429 218 0.05% 0.06% 1551 +81 1.86% Q1 2026 May 15, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 4,425 218 0.03% 0.03% 1550 0 0.0% Q1 2026 May 01, 2026
BANK OF STOCKTON History Reduced 4,405 217 0.07% 0.32% 1552 -15,796 -78.19% Q1 2026 Apr 29, 2026
Runnymede Capital Advisors, Inc. History New 4,400 217 0.19% 1556 +4,400 New Q1 2026 Apr 13, 2026
Cornerstone National Bank & Trust Co History New 4,396 217 0.08% 1557 +4,396 New Q1 2026 Apr 14, 2026
NCP Inc. History Reduced 4,400 217 0.36% 0.31% 1554 -2,688 -37.92% Q1 2026 May 08, 2026
MLP3, LLC History Added to 4,398 217 0.24% 0.26% 1555 +1 0.02% Q1 2026 Apr 13, 2026
KRS Capital Management, LLC History No change 4,400 217 0.13% 0.14% 1553 0 0.0% Q1 2026 Apr 15, 2026
CRUX WEALTH ADVISORS History Reduced 4,392 216 0.08% 0.15% 1560 -3,044 -40.94% Q1 2026 Apr 24, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 4,377 216 0.01% 0.02% 1558 +43 0.99% Q1 2026 May 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4,388 216 0.06% 0.07% 1559 0 0.0% Q1 2026 Apr 06, 2026
Indivisible Partners History No change 4,324 216 0.02% 0.03% 1561 0 0.0% Q1 2026 Apr 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 4,372 215 0.0% 0.0% 1562 -1,400 -24.26% Q1 2026 May 08, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 4,358 215 0.04% 0.06% 1563 -1,255 -22.36% Q1 2026 Apr 20, 2026
Linscomb Wealth, Inc. History No change 4,363 215 0.01% 0.01% 1564 0 0.0% Q1 2026 May 11, 2026
Tortoise Investment Management, LLC History Reduced 4,347 214 0.02% 0.03% 1565 -1,019 -18.99% Q1 2026 May 05, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 4,343 214 0.14% 0.16% 1566 -181 -4.0% Q1 2026 May 14, 2026
Financial Sense Advisors, Inc. History Reduced 4,331 213 0.04% 0.05% 1568 -1,072 -19.84% Q1 2026 May 14, 2026
Cottage Street Advisors LLC History Added to 4,315 213 0.09% 0.1% 1569 +10 0.23% Q1 2026 Apr 20, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 4,318 213 0.03% 0.03% 1567 0 0.0% Q1 2026 May 15, 2026
Regent Peak Wealth Advisors LLC History No change 4,333 213 0.04% 0.05% 1570 0 0.0% Q1 2026 Apr 14, 2026
SEARLE & CO. History No change 4,302 212 0.05% 0.06% 1571 0 0.0% Q1 2026 May 08, 2026
Alpha Cubed Investments, LLC History No change 3,872 212 0.01% 0.01% 1572 0 0.0% Q4 2025 Feb 03, 2026
Canopy Partners, LLC History No change 4,311 212 0.07% 0.08% 1573 0 0.0% Q1 2026 May 11, 2026
Sage Mountain Advisors LLC History No change 4,294 211 0.01% 0.01% 1574 0 0.0% Q1 2026 May 11, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 4,285 211 0.06% 0.07% 1575 0 0.0% Q1 2026 May 07, 2026
Sage Capital Management, LLC History No change 4,293 211 0.1% 0.11% 1576 0 0.0% Q1 2026 Apr 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 4,266 210 0.01% 0.02% 1577 -1,354 -24.09% Q1 2026 Apr 15, 2026
Insight Wealth Strategies, LLC History Added to 4,263 210 0.02% 0.03% 1578 +20 0.47% Q1 2026 Apr 10, 2026
Clear Creek Financial Management, LLC History New 4,242 209 0.02% 1581 +4,242 New Q1 2026 Apr 22, 2026
Capital Squared Financial LLC History Added to 4,250 209 0.16% 0.18% 1580 +20 0.47% Q1 2026 May 01, 2026
VANGUARD GROUP INC History No change 3,832 209 0.0% 0.0% 1579 0 0.0% Q4 2025 Jan 29, 2026
Smith & Howard Wealth Management, LLC History No change 4,226 208 0.04% 0.05% 1582 0 0.0% Q1 2026 Apr 27, 2026
Bernardo Wealth Planning LLC History New 4,211 207 0.04% 1584 +4,211 New Q1 2026 Apr 15, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 4,206 207 0.09% 0.11% 1583 0 0.0% Q1 2026 Apr 20, 2026
Private Wealth Partners, LLC History Added to 4,175 206 0.02% 0.02% 1585 +75 1.83% Q1 2026 Apr 28, 2026
Ellevest, Inc. History No change 4,175 206 0.03% 0.03% 1586 0 0.0% Q1 2026 May 11, 2026
AA Financial Advisors, LLC History Added to 4,162 205 0.03% 0.04% 1588 +479 13.01% Q1 2026 Apr 20, 2026
Able Wealth Management LLC History Reduced 4,159 205 0.05% 0.08% 1587 -242 -5.5% Q1 2026 Apr 24, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 4,141 204 0.08% 0.1% 1589 +18 0.44% Q1 2026 May 13, 2026
GLR Partners, LLC History New 4,125 203 0.11% 1593 +4,125 New Q1 2026 May 13, 2026
Gerald Baker Financial Group LLC History New 4,120 203 0.06% 1592 +4,120 New Q1 2026 May 06, 2026
Dunhill Financial, LLC History Added to 4,112 203 0.05% 0.05% 1591 +320 8.44% Q1 2026 May 06, 2026
Graves Light Lenhart Wealth, Inc. History No change 4,116 203 0.02% 0.02% 1590 0 0.0% Q1 2026 Apr 08, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History New 4,104 202 0.18% 1597 +4,104 New Q1 2026 May 15, 2026
Pacific Center for Financial Services History Reduced 4,111 202 0.05% 0.07% 1595 -835 -16.88% Q1 2026 May 12, 2026
Atlas Brown,Inc. History Added to 4,110 202 0.06% 0.07% 1594 +53 1.31% Q1 2026 Apr 17, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 4,099 202 0.02% 0.03% 1596 0 0.0% Q1 2026 Apr 07, 2026
Retirement Planning Co of New England, Inc. History Added to 4,088 201 0.08% 0.09% 1599 +18 0.44% Q1 2026 May 08, 2026
Gemmer Asset Management LLC History No change 4,089 201 0.02% 0.02% 1598 0 0.0% Q1 2026 Apr 22, 2026
L & S Advisors Inc History Reduced 4,054 200 0.03% 0.05% 1600 -6,337 -60.99% Q1 2026 May 11, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 4,060 200 0.03% 0.03% 1605 +392 10.69% Q1 2026 Apr 27, 2026
Bison Wealth, LLC History Reduced 3,927 200 0.02% 0.02% 1602 -199 -4.82% Q1 2026 May 15, 2026
Latitude Advisors, LLC History Added to 4,070 200 0.09% 0.1% 1601 +5 0.12% Q1 2026 Apr 27, 2026
Beaird Harris Wealth Management, LLC History No change 4,063 200 0.01% 0.02% 1603 0 0.0% Q1 2026 May 14, 2026
W ADVISORS, LLC History No change 4,059 200 0.1% 0.11% 1604 0 0.0% Q1 2026 Apr 29, 2026
Piedmont Capital Management, LLC/NC History No change 4,032 199 0.13% 0.14% 1606 0 0.0% Q1 2026 Apr 21, 2026
Bollard Group LLC History Added to 4,011 198 0.01% 0.01% 1607 +17 0.43% Q1 2026 May 14, 2026
Bank of Jackson Hole Trust History Reduced 4,000 197 0.1% 0.12% 1609 -500 -11.11% Q1 2026 May 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 4,001 197 0.03% 0.03% 1608 0 0.0% Q1 2026 Apr 08, 2026
Asset Dedication, LLC History No change 3,558 194 0.01% 0.01% 1610 0 0.0% Q4 2025 Jan 26, 2026
HHM Wealth Advisors, LLC History No change 3,840 189 0.02% 0.02% 1611 0 0.0% Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History Added to 3,825 188 0.02% 0.0% 1612 +3,035 384.18% Q1 2026 Apr 08, 2026
NFSG Corp History Added to 3,731 184 0.03% 0.03% 1613 +330 9.7% Q1 2026 May 05, 2026
True Link Financial Advisors, LLC History Reduced 3,718 183 0.01% 0.01% 1614 -35 -0.93% Q1 2026 Apr 29, 2026
Vanguard National Trust Co History New 3,699 182 0.01% 1615 +3,699 New Q1 2026 May 08, 2026
Walsh & Associates, LLC History No change 3,677 181 0.18% 0.2% 1616 0 0.0% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Reduced 3,654 180 0.01% 0.01% 1617 -358 -8.92% Q1 2026 Apr 27, 2026
Nemes Rush Group LLC History Added to 3,611 178 0.02% 0.02% 1618 +50 1.4% Q1 2026 Apr 21, 2026
Avion Wealth History Added to 3,582 176 0.04% 0.04% 1619 +464 14.88% Q1 2026 May 01, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 3,505 173 0.07% 0.08% 1620 0 0.0% Q1 2026 May 01, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,166 173 0.05% 0.05% 1621 0 0.0% Q4 2025 Feb 05, 2026
Missouri Trust & Investment Co History No change 3,484 172 0.05% 0.06% 1622 0 0.0% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 3,472 171 0.01% 0.02% 1623 -731 -17.39% Q1 2026 Apr 23, 2026
Cornerstone Planning Group LLC History Added to 3,325 171 0.02% 0.03% 1624 +64 1.96% Q1 2026 May 06, 2026
Integrity Financial Corp /WA History No change 3,451 170 0.08% 0.1% 1625 0 0.0% Q1 2026 May 14, 2026
Clayton Financial Group LLC History Added to 3,391 167 0.09% 0.09% 1626 +192 6.0% Q1 2026 Apr 13, 2026
Provident Wealth Management, LLC History Reduced 3,321 163 0.05% 0.06% 1627 -195 -5.55% Q1 2026 Apr 17, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 3,206 158 0.04% 1628 +3,206 New Q1 2026 May 08, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 3,146 155 0.02% 0.03% 1629 +10 0.32% Q1 2026 May 11, 2026
TIAA Wealth Investment Management LLC History New 3,150 153 0.0% 1630 +3,150 New Q1 2026 May 12, 2026
PROTECTIVE LIFE CORP History New 3,084 152 0.51% 1632 +3,084 New Q1 2026 May 13, 2026
Park Place Capital Corp History Added to 3,099 152 0.03% 0.01% 1631 +1,992 179.95% Q1 2026 Apr 09, 2026
Global Wealth Strategies & Associates History Reduced 3,047 150 0.04% 0.05% 1633 -600 -16.45% Q1 2026 Apr 03, 2026
Grove Bank & Trust History Added to 3,019 149 0.02% 0.02% 1635 +136 4.72% Q1 2026 Apr 08, 2026
Colonial Trust Advisors History No change 3,035 149 0.01% 0.01% 1634 0 0.0% Q1 2026 May 12, 2026
Bogart Wealth, LLC History Added to 2,942 145 0.01% 0.01% 1636 +412 16.28% Q1 2026 Apr 28, 2026
SJS Investment Consulting Inc. History Reduced 2,936 144 0.02% 0.02% 1638 -159 -5.14% Q1 2026 Apr 23, 2026
First Command Advisory Services, Inc. History No change 2,930 144 0.0% 0.0% 1637 0 0.0% Q1 2026 May 07, 2026
DHJJ Financial Advisors, Ltd. History Added to 2,905 143 0.05% 0.05% 1639 +113 4.05% Q1 2026 Apr 09, 2026
McIlrath & Eck, LLC History Added to 2,869 141 0.01% 0.01% 1640 +11 0.38% Q1 2026 May 19, 2026
Princeton Global Asset Management LLC History Added to 2,707 133 0.02% 0.02% 1641 +38 1.42% Q1 2026 Apr 22, 2026
Windsor Advisory Group, LLC History Reduced 2,645 130 0.11% 0.23% 1642 -2,091 -44.15% Q1 2026 May 15, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 2,610 128 0.13% 0.14% 1644 -5 -0.19% Q1 2026 Apr 22, 2026
Hartford Financial Management Inc. History No change 2,600 128 0.03% 0.04% 1643 0 0.0% Q1 2026 Apr 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,582 127 0.0% 0.0% 1645 +729 39.34% Q1 2026 May 01, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,583 127 0.01% 0.01% 1646 0 0.0% Q1 2026 Apr 16, 2026
Family Manage LLC History No change 2,584 127 0.02% 0.02% 1647 0 0.0% Q1 2026 May 15, 2026
Banque Cantonale Vaudoise History Reduced 2,533 125 0.0% 0.01% 1648 -3,563 -58.45% Q1 2026 Apr 20, 2026
United Community Bank History Reduced 2,528 124 0.04% 0.09% 1650 -2,010 -44.29% Q1 2026 Apr 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 2,529 124 0.0% 0.0% 1649 +497 24.46% Q1 2026 May 07, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 2,506 123 0.04% 0.04% 1651 0 0.0% Q1 2026 Apr 27, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,425 119 0.03% 0.03% 1652 0 0.0% Q1 2026 May 08, 2026
Rice Partnership, LLC History Reduced 2,400 118 0.02% 0.02% 1653 -900 -27.27% Q1 2026 May 07, 2026
SHP Wealth Management History Added to 2,333 115 0.01% 0.01% 1654 +22 0.95% Q1 2026 May 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 2,222 114 0.0% 0.0% 1656 +882 65.82% Q1 2026 May 06, 2026
JTC Employer Solutions Trustee Ltd History No change 2,317 114 0.01% 0.01% 1655 0 0.0% Q1 2026 May 19, 2026
Hanson & Doremus Investment Management History No change 2,238 110 0.01% 0.01% 1657 0 0.0% Q1 2026 Apr 17, 2026
Keating Financial Advisory Services, Inc. History Reduced 2,221 109 0.02% 0.04% 1660 -2,755 -55.37% Q1 2026 May 15, 2026
Gordian Capital Singapore Pte Ltd History Added to 2,210 109 0.18% 1658 +2,200 22000.0% Q1 2026 May 13, 2026
Price Financial Group Wealth Management, Inc History New 2,087 109 1.8% 1661 +2,087 New Q1 2026 May 08, 2026
Rialto Wealth Management, LLC History Reduced 2,217 109 0.02% 0.04% 1659 -730 -24.77% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Reduced 2,195 108 0.0% 0.01% 1662 -2,166 -49.67% Q1 2026 Apr 24, 2026
Mosley Wealth Management History New 1,990 107 0.05% 1665 +1,990 New Q1 2026 Apr 27, 2026
Bangor Savings Bank History Reduced 2,170 107 0.01% 0.01% 1663 -242 -10.03% Q1 2026 Apr 01, 2026
Wagner Wealth Management, LLC History Added to 2,186 107 0.02% 0.03% 1664 +6 0.28% Q1 2026 Apr 24, 2026
BARRETT & COMPANY, INC. History No change 2,129 105 0.04% 0.04% 1666 0 0.0% Q1 2026 May 04, 2026
Strive Financial Group ,LLC History Reduced 2,096 103 0.05% 0.06% 1667 -7 -0.33% Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 2,007 99 0.04% 0.04% 1668 +10 0.5% Q1 2026 Apr 14, 2026
Topsail Wealth Management, LLC History No change 2,000 98 0.01% 0.02% 1669 0 0.0% Q1 2026 Apr 21, 2026
KERR FINANCIAL PLANNING Corp History Reduced 1,877 97 0.12% 0.24% 1671 -1,463 -43.8% Q1 2026 Apr 29, 2026
Wellington Grp LLC History Reduced 1,970 97 0.03% 0.04% 1672 -444 -18.39% Q1 2026 May 22, 2026
Frazier Financial Advisors, LLC History No change 1,965 97 0.05% 0.06% 1670 0 0.0% Q1 2026 May 05, 2026
CARDIFF PARK ADVISORS, LLC History New 1,955 96 0.01% 1675 +1,955 New Q1 2026 May 15, 2026
Avalon Trust Co History Reduced 1,956 96 0.01% 0.01% 1674 -524 -21.13% Q1 2026 May 06, 2026
Nalls Sherbakoff Group, LLC History No change 1,763 96 0.07% 0.07% 1673 0 0.0% Q4 2025 Mar 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 1,933 95 0.03% 0.04% 1677 -335 -14.77% Q1 2026 Apr 23, 2026
Winch Advisory Services, LLC History Added to 1,928 95 0.02% 0.02% 1676 +8 0.42% Q1 2026 Apr 30, 2026
Fairscale Capital, LLC History No change 1,922 94 0.07% 0.07% 1678 0 0.0% Q1 2026 May 11, 2026
GGM Financial LLC History Reduced 1,889 93 0.04% 0.06% 1679 -313 -14.21% Q1 2026 May 11, 2026
ABOUND FINANCIAL, LLC History No change 1,901 93 0.04% 0.04% 1680 0 0.0% Q1 2026 May 01, 2026
Plante Moran Financial Advisors, LLC History No change 1,841 90 0.01% 0.01% 1681 0 0.0% Q1 2026 May 05, 2026
Vision Retirement, LLC History Added to 1,811 89 0.03% 0.02% 1683 +169 10.29% Q1 2026 May 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,815 89 0.0% 0.0% 1682 0 0.0% Q1 2026 May 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,800 88 0.01% 0.01% 1684 -94,589 -98.13% Q1 2026 May 12, 2026
Key Capital Management, INC History New 1,800 88 0.06% 1686 +1,800 New Q1 2026 May 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 1,788 88 0.06% 0.06% 1685 +200 12.59% Q1 2026 May 12, 2026
MeadowBrook Investment Advisors LLC History No change 1,763 87 0.08% 0.08% 1687 0 0.0% Q1 2026 Apr 22, 2026
Cherry Tree Wealth Management, LLC History Added to 1,745 86 0.02% 0.0% 1688 +1,624 1342.15% Q1 2026 May 05, 2026
SYNTAX RESEARCH, INC. History No change 1,737 85 0.05% 0.06% 1689 0 0.0% Q1 2026 Apr 24, 2026
Financial Perspectives, Inc History Added to 1,685 83 0.02% 0.02% 1690 +4 0.24% Q1 2026 May 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 1,663 82 0.01% 1692 +1,663 New Q1 2026 May 15, 2026
Oakworth Capital, Inc. History No change 1,663 82 0.0% 0.0% 1691 0 0.0% Q1 2026 Apr 24, 2026
Indiana Trust & Investment Management Co History No change 1,649 81 0.03% 0.03% 1693 0 0.0% Q1 2026 Apr 28, 2026
Versant Capital Management, Inc History Reduced 1,605 79 0.01% 0.02% 1694 -972 -37.72% Q1 2026 Apr 06, 2026
New Republic Capital, LLC History No change 1,614 79 0.03% 0.02% 1695 0 0.0% Q1 2026 May 01, 2026
Pacifica Partners Inc. History No change 1,562 77 0.03% 0.04% 1696 0 0.0% Q1 2026 Apr 09, 2026
Strategic Wealth Advisors LLC History No change 1,530 75 0.06% 0.07% 1697 0 0.0% Q1 2026 May 01, 2026
CBIZ Investment Advisory Services, LLC History No change 1,500 74 0.0% 0.0% 1698 0 0.0% Q1 2026 May 12, 2026
TD Capital Management LLC History Added to 1,489 73 0.01% 0.01% 1699 +5 0.34% Q1 2026 May 11, 2026
Legacy Bridge, LLC History No change 1,485 73 0.03% 0.03% 1700 0 0.0% Q1 2026 May 14, 2026
New Millennium Group LLC History No change 1,310 71 0.03% 0.03% 1701 0 0.0% Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History No change 1,452 71 0.02% 0.02% 1702 0 0.0% Q1 2026 Apr 22, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,425 70 0.0% 0.0% 1703 0 0.0% Q1 2026 May 15, 2026
Truvestments Capital LLC History Reduced 1,405 69 0.01% 0.01% 1704 -1 -0.07% Q1 2026 May 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,400 69 0.2% 0.21% 1705 0 0.0% Q1 2026 May 13, 2026
Investment Research & Advisory Group, Inc. History Added to 483 67 0.02% 0.02% 1706 +2 0.42% Q1 2026 Apr 20, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,338 66 0.01% 0.01% 1707 0 0.0% Q1 2026 Apr 21, 2026
Founders Capital Management History Added to 1,336 65 0.03% 0.04% 1708 +2 0.15% Q1 2026 Apr 21, 2026
ST GERMAIN D J CO INC History Reduced 1,289 63 0.0% 0.0% 1709 -529 -29.1% Q1 2026 Apr 13, 2026
Triumph Capital Management History Added to 1,287 63 0.01% 0.01% 1710 +219 20.51% Q1 2026 May 13, 2026
CGC Financial Services, LLC History No change 1,280 63 0.02% 0.02% 1711 0 0.0% Q1 2026 Apr 13, 2026
Davis Capital Management History No change 1,265 62 0.04% 0.05% 1712 0 0.0% Q1 2026 Apr 16, 2026
Hamilton Point Investment Advisors, LLC History Reduced 1,250 61 0.01% 0.01% 1713 -143 -10.27% Q1 2026 May 06, 2026
Tidemark, LLC History Added to 1,224 60 0.02% 0.01% 1715 +409 50.18% Q1 2026 May 07, 2026
Bare Financial Services, Inc History No change 1,217 60 0.02% 0.02% 1714 0 0.0% Q1 2026 May 14, 2026
GILL CAPITAL PARTNERS, LLC History New 1,200 59 0.02% 1718 +1,200 New Q1 2026 Apr 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 1,203 59 0.02% 1716 +1,196 17085.71% Q1 2026 May 06, 2026
TRUST CO OF VERMONT History No change 1,086 59 0.0% 0.0% 1717 0 0.0% Q4 2025 Jan 16, 2026
Fairway Wealth LLC History New 1,175 58 0.02% 1720 +1,175 New Q1 2026 Apr 23, 2026
SYM FINANCIAL Corp History No change 1,183 58 0.01% 0.01% 1719 0 0.0% Q1 2026 May 08, 2026
Scarborough Advisors, LLC History Added to 1,160 57 0.01% 0.01% 1721 +5 0.43% Q1 2026 May 07, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,150 56 0.0% 0.0% 1722 +400 53.33% Q1 2026 Apr 13, 2026
Ransom Advisory, Ltd History No change 1,025 56 0.02% 0.02% 1723 0 0.0% Q4 2025 Jan 06, 2026
NorthAvenue LLC History No change 1,151 56 0.04% 0.05% 1724 0 0.0% Q1 2026 Apr 15, 2026
REAP Financial Group, LLC History Reduced 1,134 55 0.01% 0.02% 1727 -899 -44.22% Q1 2026 May 11, 2026
Perkins Coie Trust Co History No change 1,115 55 0.01% 0.01% 1725 0 0.0% Q1 2026 Apr 15, 2026
Olistico Wealth, LLC History No change 1,132 55 0.03% 0.03% 1726 0 0.0% Q1 2026 Apr 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 1,108 54 0.03% 0.03% 1729 -25 -2.21% Q1 2026 May 13, 2026
Smallwood Wealth Investment Management, LLC History No change 1,097 54 0.03% 0.03% 1728 0 0.0% Q1 2026 Apr 22, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,089 53 0.01% 0.01% 1730 0 0.0% Q1 2026 Apr 22, 2026
Redwood Park Advisors LLC History Added to 1,072 52 0.03% 0.02% 1733 +447 71.52% Q1 2026 May 04, 2026
SITTNER & NELSON, LLC History No change 1,064 52 0.02% 0.02% 1731 0 0.0% Q1 2026 May 11, 2026
Piscataqua Savings Bank History No change 1,054 52 0.04% 0.04% 1732 0 0.0% Q1 2026 Apr 10, 2026
Morse Asset Management, Inc History Reduced 1,032 50 0.01% 0.02% 1734 -1,000 -49.21% Q1 2026 May 14, 2026
PURSUIT WEALTH STRATEGIES, LLC History Added to 1,031 50 0.07% 0.08% 1735 +5 0.49% Q1 2026 May 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 1,000 49 0.02% 0.02% 1736 0 0.0% Q1 2026 Apr 24, 2026
Dorato Capital Management History No change 975 49 0.04% 0.04% 1737 0 0.0% Q1 2026 Apr 09, 2026
Ares Financial Consulting, LLC History No change 1,000 49 0.04% 0.05% 1738 0 0.0% Q1 2026 Apr 02, 2026
Hyposwiss Advisors SA History No change 1,000 49 0.05% 0.05% 1739 0 0.0% Q1 2026 Apr 30, 2026
Armor Investment Advisors, LLC History No change 978 48 0.02% 0.02% 1740 0 0.0% Q1 2026 Apr 29, 2026
RMG Wealth Management LLC History No change 941 48 0.01% 0.01% 1741 0 0.0% Q1 2026 May 14, 2026
Roxbury Financial LLC History Added to 954 47 0.04% 0.05% 1742 +4 0.42% Q1 2026 Apr 17, 2026
Investors Research Corp History Reduced 944 46 0.01% 0.01% 1743 -246 -20.67% Q1 2026 Apr 03, 2026
Ankerstar Wealth, LLC History Added to 928 45 0.05% 0.05% 1745 +1 0.11% Q1 2026 May 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 920 45 0.0% 0.0% 1744 0 0.0% Q1 2026 May 13, 2026
Align Financial, LLC History Reduced 908 44 0.03% 0.03% 1746 -48,823 -98.17% Q1 2026 May 08, 2026
Capital Investment Counsel, Inc History No change 875 43 0.01% 0.01% 1747 0 0.0% Q1 2026 Apr 21, 2026
Archer Investment Corp History No change 852 42 0.01% 0.01% 1748 0 0.0% Q1 2026 May 04, 2026
Symmetry Investments LP History New 850 41 0.0% 1752 +850 New Q1 2026 May 15, 2026
BankChampaign, National Association History New 839 41 0.04% 1753 +839 New Q1 2026 May 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 836 41 0.03% 0.05% 1751 -200 -19.31% Q1 2026 Apr 27, 2026
GPS Wealth Strategies Group, LLC History No change 766 41 0.03% 0.03% 1749 0 0.0% Q4 2025 Feb 06, 2026
DAGCO, INC. History No change 840 41 0.01% 0.01% 1750 0 0.0% Q1 2026 Apr 20, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 817 40 0.0% 0.0% 1754 +263 47.47% Q1 2026 May 14, 2026
Hilton Head Capital Partners, LLC History No change 818 40 0.02% 0.03% 1755 0 0.0% Q1 2026 Apr 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 808 39 0.0% 0.0% 1756 0 0.0% Q1 2026 May 14, 2026
Providence Capital Advisors, LLC History Added to 775 38 0.01% 0.01% 1758 +89 12.97% Q1 2026 May 14, 2026
Vermillion Wealth Management, Inc. History Added to 771 38 0.01% 0.02% 1759 +14 1.85% Q1 2026 Apr 17, 2026
FIRST COMMUNITY TRUST NA History No change 778 38 0.03% 0.03% 1757 0 0.0% Q1 2026 Apr 16, 2026
Trask Adam Roland History New 760 37 0.04% 1762 +760 New Q1 2026 May 15, 2026
Hickory Point Bank & Trust History New 758 37 0.02% 1761 +758 New Q1 2026 Apr 03, 2026
Mountain Hill Investment Partners Corp. History No change 750 37 0.02% 0.03% 1760 0 0.0% Q1 2026 May 01, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 734 36 0.0% 0.08% 1763 -191,744 -99.62% Q1 2026 Apr 14, 2026
Cranbrook Wealth Management, LLC History Added to 725 35 0.01% 0.0% 1764 +630 663.16% Q1 2026 Apr 15, 2026
Center for Financial Planning, Inc. History No change 725 35 0.0% 0.0% 1765 0 0.0% Q1 2026 May 04, 2026
Pioneer Family Office, LLC History Added to 690 34 0.02% 0.02% 1766 +2 0.29% Q1 2026 May 13, 2026
RETIREMITTEN FINANCIAL LLC History New 688 33 0.02% 1772 +688 New Q1 2026 May 14, 2026
Greykasell Wealth Strategies, Inc. History Added to 688 33 0.01% 0.01% 1769 +139 25.32% Q1 2026 May 07, 2026
Aventura Private Wealth, LLC History Added to 675 33 0.01% 0.01% 1771 +100 17.39% Q1 2026 May 05, 2026
Covestor Ltd History Added to 667 33 0.02% 0.02% 1768 +24 3.73% Q1 2026 May 05, 2026
Cypress Capital Management LLC (WY) History No change 687 33 0.03% 0.03% 1767 0 0.0% Q1 2026 May 08, 2026
BankPlus Trust Department History No change 683 33 0.01% 0.01% 1770 0 0.0% Q1 2026 May 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 588 32 0.01% 0.01% 1773 0 0.0% Q4 2025 Feb 11, 2026
Evelyn Partners Asset Management Ltd History No change 660 32 0.01% 0.01% 1774 0 0.0% Q1 2026 May 15, 2026
Intesa Sanpaolo Wealth Management History No change 630 31 0.01% 0.01% 1775 0 0.0% Q1 2026 May 15, 2026
Tradewinds Capital Management, LLC History Reduced 600 29 0.01% 0.06% 1776 -4,604 -88.47% Q1 2026 Apr 14, 2026
WEST PACES ADVISORS INC. History Reduced 600 29 0.01% 0.01% 1778 -93 -13.42% Q1 2026 May 05, 2026
Clearstead Trust, LLC History No change 606 29 0.0% 0.01% 1777 0 0.0% Q1 2026 May 06, 2026
Quest 10 Wealth Builders, Inc. History No change 588 29 0.03% 0.03% 1779 0 0.0% Q1 2026 May 06, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 600 29 0.02% 0.02% 1780 0 0.0% Q1 2026 Apr 02, 2026
Planning Project LLC History No change 495 27 0.01% 0.01% 1781 0 0.0% Q4 2025 Feb 12, 2026
Financial Network Wealth Advisors LLC History Reduced 528 26 0.03% 0.06% 1783 -443 -45.62% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History No change 533 26 0.0% 0.0% 1782 0 0.0% Q1 2026 Apr 21, 2026
Bernard Wealth Management Corp. History No change 545 26 0.01% 0.01% 1784 0 0.0% Q1 2026 May 14, 2026
TopTier Wealth Management, LLC History New 503 24 0.01% 1787 +503 New Q1 2026 May 05, 2026
Wellington Shields & Co., LLC History Reduced 500 24 0.01% 0.01% 1786 -500 -50.0% Q1 2026 May 04, 2026
ALERUS FINANCIAL NA History Reduced 502 24 0.0% 0.0% 1785 -127 -20.19% Q1 2026 May 12, 2026
Eukles Asset Management History Added to 450 22 0.01% 0.01% 1788 +32 7.66% Q1 2026 May 05, 2026
OBSIDIAN CIO, LLC History Added to 446 22 0.02% 0.03% 1789 +21 4.94% Q1 2026 May 11, 2026
VISION FINANCIAL MARKETS LLC History Added to 440 21 0.02% 0.02% 1790 +1 0.23% Q1 2026 Apr 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 439 21 0.0% 0.0% 1791 0 0.0% Q1 2026 Apr 28, 2026
Goodman Advisory Group, LLC History Reduced 410 20 0.01% 0.01% 1793 -138 -25.18% Q1 2026 Apr 22, 2026
Mascoma Wealth Management LLC History No change 422 20 0.0% 0.0% 1792 0 0.0% Q1 2026 Apr 30, 2026
MidFirst Bank History No change 424 20 0.0% 0.0% 1794 0 0.0% Q1 2026 May 15, 2026
BOK Financial Private Wealth, Inc. History Reduced 400 19 0.0% 0.0% 1796 -482 -54.65% Q1 2026 May 12, 2026
Burk Holdings LLC History New 405 19 0.01% 1800 +405 New Q1 2026 May 07, 2026
Community Financial Services Group, LLC History New 400 19 0.0% 1799 +400 New Q1 2026 Apr 08, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 405 19 0.0% 0.0% 1795 -33 -7.53% Q1 2026 Apr 15, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 390 19 0.01% 0.01% 1797 0 0.0% Q1 2026 May 15, 2026
Access Investment Management LLC History No change 400 19 0.01% 0.01% 1798 0 0.0% Q1 2026 May 21, 2026
North Ridge Wealth Advisors, Inc. History New 379 18 0.01% 1801 +379 New Q1 2026 May 14, 2026
PlanVest Financial, Inc History New 356 17 0.01% 1802 +356 New Q1 2026 May 14, 2026
Decker Retirement Planning Inc. History Reduced 340 16 0.01% 0.03% 1804 -639 -65.27% Q1 2026 Apr 20, 2026
First PREMIER Bank History No change 323 16 0.0% 0.0% 1803 0 0.0% Q1 2026 Apr 20, 2026
Abound Wealth Management History Added to 309 15 0.0% 0.0% 1807 +264 586.67% Q1 2026 Apr 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 323 15 0.0% 0.0% 1805 0 0.0% Q1 2026 Apr 15, 2026
Rosenberg Matthew Hamilton History No change 304 15 0.0% 0.0% 1806 0 0.0% Q1 2026 Apr 06, 2026
United Financial Planning Group LLC History No change 312 15 0.01% 0.01% 1808 0 0.0% Q1 2026 May 08, 2026
HOEY INVESTMENTS, INC History Reduced 300 14 0.0% 0.01% 1810 -600 -66.67% Q1 2026 Apr 28, 2026
Reyes Financial Architecture, Inc. History New 302 14 0.01% 1814 +302 New Q1 2026 May 11, 2026
Strengthening Families & Communities, LLC History Added to 293 14 0.0% 0.01% 1811 +1 0.34% Q1 2026 May 11, 2026
Moisand Fitzgerald Tamayo, LLC History No change 300 14 0.0% 0.0% 1809 0 0.0% Q1 2026 Apr 14, 2026
Westfuller Advisors, LLC History No change 294 14 0.01% 0.01% 1812 0 0.0% Q1 2026 Apr 28, 2026
one8zero8, LLC History No change 292 14 0.0% 0.0% 1813 0 0.0% Q1 2026 May 07, 2026
Private Wealth Management Group, LLC History Reduced 250 12 0.0% 0.01% 1817 -100 -28.57% Q1 2026 Apr 23, 2026
BALLAST ADVISORS LLC History Reduced 244 12 0.0% 0.0% 1815 -73 -23.03% Q1 2026 May 12, 2026
Strategic Investment Solutions, Inc. /IL History Added to 256 12 0.0% 0.0% 1816 +2 0.79% Q1 2026 May 01, 2026
Cordgrass Capital Advisors, LLC History Reduced 230 11 0.0% 0.03% 1820 -1,714 -88.17% Q1 2026 May 07, 2026
REXFORD CAPITAL INC History New 230 11 0.01% 1822 +230 New Q1 2026 Apr 23, 2026
Anfield Capital Management, LLC History No change 238 11 0.0% 0.0% 1818 0 0.0% Q1 2026 May 12, 2026
Kozak & Associates, Inc. History No change 219 11 0.0% 0.0% 1819 0 0.0% Q1 2026 Apr 14, 2026
CDKV HOLDINGS LLC History No change 234 11 0.01% 0.01% 1821 0 0.0% Q1 2026 May 01, 2026
TOMPKINS FINANCIAL CORP History Reduced 211 10 0.0% 0.0% 1823 -269 -56.04% Q1 2026 Apr 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 203 10 0.01% 1824 +203 New Q1 2026 May 01, 2026
True Wealth Design, LLC History New 200 9 0.0% 1829 +200 New Q1 2026 Apr 13, 2026
Monetary Solutions, Ltd History New 200 9 0.01% 1830 +200 New Q1 2026 May 01, 2026
Field & Main Bank History No change 190 9 0.0% 0.0% 1825 0 0.0% Q1 2026 Apr 10, 2026
CNB Bank History No change 192 9 0.0% 0.0% 1826 0 0.0% Q1 2026 May 06, 2026
City State Bank History No change 200 9 0.0% 0.0% 1827 0 0.0% Q1 2026 Apr 20, 2026
Quent Capital, LLC History No change 187 9 0.0% 0.0% 1828 0 0.0% Q1 2026 Apr 28, 2026
Stone House Investment Management, LLC History New 175 8 0.0% 1833 +175 New Q1 2026 Apr 22, 2026
WPG Advisers, LLC History Added to 173 8 0.01% 0.01% 1832 +1 0.58% Q1 2026 Apr 29, 2026
Ascentis Wealth Management, LLC History No change 166 8 0.0% 0.0% 1831 0 0.0% Q1 2026 Apr 28, 2026
Signature Resources Capital Management, LLC History Reduced 148 7 0.0% 0.08% 1838 -2,650 -94.71% Q1 2026 May 01, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 147 7 0.0% 0.03% 1834 -1,000 -87.18% Q1 2026 May 11, 2026
Philadelphia Investment Partners, LLC History New 144 7 0.0% 1840 +144 New Q1 2026 May 05, 2026
Quaker Wealth Management, LLC History Added to 160 7 0.0% 0.0% 1836 +19 13.48% Q1 2026 Apr 10, 2026
Tower View Wealth Management LLC History No change 154 7 0.0% 0.0% 1835 0 0.0% Q1 2026 Apr 20, 2026
Morton Brown Family Wealth, LLC History No change 154 7 0.0% 0.0% 1837 0 0.0% Q1 2026 Apr 20, 2026
Sunrise Financial Services, LLC History No change 150 7 0.0% 0.01% 1839 0 0.0% Q1 2026 Apr 29, 2026
Caitlin John, LLC History Reduced 122 6 0.0% 0.03% 1847 -783 -86.52% Q1 2026 May 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 141 6 0.0% 0.0% 1841 0 0.0% Q1 2026 May 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 120 6 0.0% 0.0% 1842 0 0.0% Q1 2026 May 15, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 133 6 0.0% 0.0% 1843 0 0.0% Q1 2026 May 15, 2026
Glassman Wealth Services History No change 141 6 0.0% 0.0% 1844 0 0.0% Q1 2026 May 04, 2026
Global Trust Asset Management, LLC History No change 137 6 0.0% 0.0% 1845 0 0.0% Q1 2026 Apr 23, 2026
Costello Asset Management, INC History No change 127 6 0.0% 0.0% 1846 0 0.0% Q1 2026 Apr 30, 2026
Rakuten Securities, Inc. History Reduced 106 5 0.0% 0.01% 1852 -270 -71.81% Q1 2026 May 01, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 119 5 0.0% 1854 +119 New Q1 2026 May 11, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 112 5 0.01% 1855 +112 New Q1 2026 May 11, 2026
GODSEY & GIBB, INC History Reduced 109 5 0.0% 0.0% 1848 -20 -15.5% Q1 2026 Apr 20, 2026
FAS Wealth Partners, Inc. History No change 93 5 0.0% 0.0% 1849 0 0.0% Q4 2025 Feb 18, 2026
Inspire Investing, LLC History No change 117 5 0.0% 0.0% 1850 0 0.0% Q1 2026 Apr 23, 2026
Valued Wealth Advisors LLC History No change 104 5 0.0% 0.0% 1851 0 0.0% Q1 2026 Apr 30, 2026
Godfrey Financial Associates, Inc. History No change 102 5 0.0% 0.0% 1853 0 0.0% Q1 2026 May 11, 2026
JNBA Financial Advisors History Reduced 101 4 0.0% 0.0% 1856 -91 -47.4% Q1 2026 Apr 22, 2026
Winthrop Capital Management, LLC History Added to 72 4 0.0% 0.0% 1858 +22 44.0% Q1 2026 Apr 28, 2026
Financial Gravity Asset Management, Inc. History No change 97 4 0.0% 0.0% 1857 0 0.0% Q1 2026 May 08, 2026
Palouse Capital Management, Inc. History No change 75 3 0.0% 0.0% 1859 0 0.0% Q1 2026 Apr 24, 2026
Daiwa Securities Group Inc. History No change 72 3 0.0% 0.0% 1860 0 0.0% Q1 2026 May 13, 2026
Bruce G. Allen Investments, LLC History No change 77 3 0.0% 0.0% 1861 0 0.0% Q1 2026 May 08, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 75 3 0.0% 0.0% 1862 0 0.0% Q1 2026 May 07, 2026
Legacy Wealth Managment, LLC/ID History Reduced 50 2 0.0% 0.0% 1867 -83 -62.41% Q1 2026 May 07, 2026
Advanced Asset Management Advisors Inc History New 60 2 0.0% 1869 +60 New Q1 2026 Apr 24, 2026
CAPITAL & PLANNING, LLC History New 44 2 0.0% 1870 +44 New Q1 2026 May 15, 2026
ATWOOD & PALMER INC History No change 57 2 0.0% 0.0% 1863 0 0.0% Q1 2026 Apr 15, 2026
IFS Advisors, LLC History No change 60 2 0.0% 0.0% 1864 0 0.0% Q1 2026 Apr 06, 2026
Citizens National Bank Trust Department History No change 60 2 0.0% 0.0% 1865 0 0.0% Q1 2026 May 04, 2026
POM Investment Strategies, LLC History No change 41 2 0.0% 0.0% 1866 0 0.0% Q1 2026 May 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 44 2 0.0% 0.0% 1868 0 0.0% Q1 2026 Apr 21, 2026
Creative Capital Management Investments LLC History Reduced 37 1 0.0% 0.0% 1873 -36 -49.32% Q1 2026 Apr 21, 2026
West Branch Capital LLC History New 29 1 0.0% 1875 +29 New Q1 2026 Apr 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History New 26 1 0.0% 1874 +26 New Q1 2026 Apr 28, 2026
FINANCIAL CONSULATE, INC History No change 27 1 0.0% 0.0% 1871 0 0.0% Q1 2026 Apr 21, 2026
Centerpoint Advisors, LLC History No change 25 1 0.0% 0.0% 1872 0 0.0% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 1.58% -22,696,123 -100.0% Q1 2026 May 15, 2026
Duquesne Family Office LLC History Closed out 0 0 6.7% -5,495,600 -100.0% Q1 2026 May 15, 2026
Rokos Capital Management LLP History Closed out 0 0 1.0% -4,700,000 -100.0% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 1 0 0.29% -2,412,185 -100.0% Q1 2026 May 15, 2026
Main Management Fund Advisors LLC History Closed out 0 0 9.98% -1,998,400 -100.0% Q1 2026 May 14, 2026
1832 Asset Management L.P. History Closed out 0 0 0.04% -1,046,456 -100.0% Q1 2026 May 14, 2026
III Capital Management History Closed out 0 0 8.4% -1,031,297 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.79% -1,005,546 -100.0% Q1 2026 May 15, 2026
Absolute Gestao de Investimentos Ltda. History Closed out 0 0 5.44% -950,000 -100.0% Q1 2026 May 15, 2026
Marks Wealth, LLC History Closed out 0 0 12.29% -670,399 -100.0% Q1 2026 May 01, 2026
Diversify Advisory Services, LLC History Closed out 0 0 1.03% -594,983 -100.0% Q1 2026 May 01, 2026
Advisors Preferred, LLC History Closed out 0 0 5.01% -560,718 -100.0% Q1 2026 May 05, 2026
MKP Capital Management, L.L.C. History Closed out 0 0 1.0% -511,340 -100.0% Q1 2026 May 14, 2026
Stonebridge Financial Group, LLC History Closed out 0 0 2.24% -479,121 -100.0% Q1 2026 Apr 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.02% -375,885 -100.0% Q1 2026 May 15, 2026
Gillson Capital LP History Closed out 0 0 0.9% -250,000 -100.0% Q1 2026 May 15, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 3.09% -219,905 -100.0% Q1 2026 Apr 08, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 0.18% -213,486 -100.0% Q1 2026 May 11, 2026
LuminArx Capital Management LP History Closed out 0 0 0.57% -210,000 -100.0% Q1 2026 May 14, 2026
MENDON CAPITAL ADVISORS CORP History Closed out 0 0 3.24% -200,000 -100.0% Q1 2026 May 15, 2026
Provident Co of the Employees of the Hebrew University LTD History Closed out 0 0 11.04% -194,235 -100.0% Q1 2026 May 12, 2026
DRW Securities, LLC History Closed out 0 0 0.28% -192,218 -100.0% Q1 2026 May 13, 2026
IFG Advisory, LLC History Closed out 0 0 0.4% -169,678 -100.0% Q1 2026 May 12, 2026
Ensign Peak Advisors, Inc History Closed out 0 0 0.01% -151,315 -100.0% Q1 2026 May 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.64% -149,431 -100.0% Q1 2026 Apr 28, 2026
SURIENCE PRIVATE WEALTH LLC History Closed out 0 0 7.5% -127,567 -100.0% Q1 2026 Apr 20, 2026
Aragon Global Management, LP History Closed out 0 0 2.07% -124,500 -100.0% Q1 2026 May 15, 2026
Client First Capital LLC History Closed out 0 0 2.77% -120,079 -100.0% Q1 2026 Apr 24, 2026
Freestone Grove Partners LP History Reduced 2 0 0.05% -116,764 -100.0% Q1 2026 May 15, 2026
Capital Planning Advisors, LLC History Closed out 0 0 0.83% -113,023 -100.0% Q1 2026 May 14, 2026
Monaco Asset Management SAM History Closed out 0 0 0.95% -100,000 -100.0% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 0.01% -94,302 -100.0% Q1 2026 May 15, 2026
IAM Advisory, LLC History Closed out 0 0 1.12% -91,750 -100.0% Q1 2026 Apr 10, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.65% -90,506 -100.0% Q1 2026 Apr 30, 2026
Estate Counselors, LLC History Closed out 0 0 0.41% -88,635 -100.0% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -84,890 -100.0% Q1 2026 Apr 22, 2026
Park Edge Advisors, LLC History Closed out 0 0 1.03% -83,417 -100.0% Q1 2026 Apr 20, 2026
Cornerstone Wealth Group, LLC History Closed out 0 0 0.31% -83,353 -100.0% Q1 2026 Apr 22, 2026
Innova Wealth Partners History Closed out 0 0 2.25% -81,478 -100.0% Q1 2026 Apr 24, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.53% -71,329 -100.0% Q1 2026 Apr 30, 2026
Regal Partners Ltd History Closed out 0 0 0.22% -69,346 -100.0% Q1 2026 May 15, 2026
VVR Holdings LLC History Closed out 0 0 1.88% -66,135 -100.0% Q1 2026 Apr 16, 2026
Arrow Investment Advisors, LLC History Closed out 0 0 3.96% -65,122 -100.0% Q1 2026 May 04, 2026
PLANWISER FINANCIAL, LLC History Closed out 0 0 2.6% -64,921 -100.0% Q1 2026 May 12, 2026
Telos Capital Management, Inc. History Closed out 0 0 0.31% -61,600 -100.0% Q1 2026 Apr 16, 2026
XY Capital Ltd History Closed out 0 0 2.1% -60,920 -100.0% Q1 2026 May 12, 2026
Alphadyne Asset Management LP History Closed out 0 0 0.08% -60,915 -100.0% Q1 2026 May 15, 2026
Shay Capital LLC History Closed out 0 0 0.34% -60,000 -100.0% Q1 2026 May 15, 2026
Penserra Capital Management LLC History Closed out 0 0 0.04% -59,515 -100.0% Q1 2026 May 11, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Closed out 0 0 1.7% -56,846 -100.0% Q1 2026 May 07, 2026
GFS Advisors, LLC History Closed out 0 0 0.37% -56,656 -100.0% Q1 2026 Apr 30, 2026
Dorsey Wright & Associates History Closed out 0 0 0.57% -48,530 -100.0% Q1 2026 May 06, 2026
Global View Capital Management LLC History Closed out 0 0 0.46% -44,783 -100.0% Q1 2026 May 04, 2026
Intrepid Financial Planning Group LLC History Closed out 0 0 0.86% -41,434 -100.0% Q1 2026 May 13, 2026
Ciovacco Capital Management LLC History Closed out 0 0 1.09% -39,891 -100.0% Q1 2026 May 11, 2026
Transcendent Capital Group LLC History Closed out 0 0 0.88% -35,374 -100.0% Q1 2026 Apr 27, 2026
PEAK FINANCIAL ADVISORS LLC History Closed out 0 0 0.86% -35,038 -100.0% Q1 2026 Apr 22, 2026
Encompass More Asset Management History Closed out 0 0 0.33% -33,100 -100.0% Q1 2026 Apr 28, 2026
SOL Capital Management CO History Closed out 0 0 0.15% -30,150 -100.0% Q1 2026 Apr 24, 2026
BRASADA CAPITAL MANAGEMENT, LP History Closed out 0 0 0.28% -30,000 -100.0% Q1 2026 May 15, 2026
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.02% -28,411 -100.0% Q1 2026 May 15, 2026
Rothschild Capital Partners, LLC History Closed out 0 0 0.36% -27,991 -100.0% Q1 2026 May 15, 2026
Per Stirling Capital Management, LLC. History Closed out 0 0 0.17% -27,169 -100.0% Q1 2026 May 11, 2026
MAIRS & POWER INC History Closed out 0 0 0.01% -25,310 -100.0% Q1 2026 May 13, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.46% -24,361 -100.0% Q1 2026 Apr 16, 2026
Dockside LLC History Closed out 0 0 0.33% -23,642 -100.0% Q1 2026 May 08, 2026
OAK FAMILY ADVISORS, LLC History Closed out 0 0 0.35% -23,222 -100.0% Q1 2026 Apr 20, 2026
Financial & Tax Architects, LLC History Closed out 0 0 0.28% -22,761 -100.0% Q1 2026 Apr 23, 2026
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 1.18% -22,754 -100.0% Q1 2026 Apr 08, 2026
Value Investment Professionals, LLC History Closed out 0 0 1.28% -22,298 -100.0% Q1 2026 Apr 27, 2026
Intelligence Driven Advisers, LLC History Closed out 0 0 0.16% -20,115 -100.0% Q1 2026 May 15, 2026
Lansing Street Advisors History Closed out 0 0 0.26% -18,587 -100.0% Q1 2026 Apr 28, 2026
STRATEGY ASSET MANAGERS LLC History Closed out 0 0 0.16% -18,032 -100.0% Q1 2026 May 12, 2026
Wakefield Asset Management LLLP History Closed out 0 0 0.27% -17,943 -100.0% Q1 2026 May 12, 2026
IBEX WEALTH ADVISORS History Closed out 0 0 0.09% -17,231 -100.0% Q1 2026 Apr 30, 2026
Columbus Macro, LLC History Closed out 0 0 0.1% -16,309 -100.0% Q1 2026 Apr 21, 2026
Luminist Capital LLC History Closed out 0 0 1.06% -15,660 -100.0% Q1 2026 Apr 24, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -15,420 -100.0% Q1 2026 May 14, 2026
Worth Financial Advisory Group, LLC History Closed out 0 0 0.41% -15,334 -100.0% Q1 2026 May 04, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 0.13% -14,800 -100.0% Q1 2026 May 12, 2026
Axecap Investments, LLC History Closed out 0 0 0.48% -14,353 -100.0% Q1 2026 Apr 20, 2026
Ironsides Asset Advisors, LLC History Closed out 0 0 0.2% -14,065 -100.0% Q1 2026 May 11, 2026
Lunt Capital Management, Inc. History Closed out 0 0 0.27% -13,236 -100.0% Q1 2026 May 12, 2026
Cumberland Partners Ltd History Closed out 0 0 0.04% -12,797 -100.0% Q1 2026 May 14, 2026
Symmetry Partners, LLC History Closed out 0 0 0.04% -12,524 -100.0% Q1 2026 Apr 27, 2026
Resolute Wealth Strategies, LLC History Closed out 0 0 0.3% -12,316 -100.0% Q1 2026 May 07, 2026
Blueprint Investment Partners LLC History Closed out 0 0 0.07% -12,195 -100.0% Q1 2026 May 15, 2026
National Philanthropic Trust History Closed out 0 0 0.01% -11,976 -100.0% Q1 2026 May 15, 2026
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.02% -10,744 -100.0% Q1 2026 Apr 17, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 0.49% -10,199 -100.0% Q1 2026 Apr 21, 2026
Kraft, Davis & Associates, LLC History Closed out 0 0 0.12% -9,780 -100.0% Q1 2026 May 01, 2026
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -9,546 -100.0% Q1 2026 May 11, 2026
Brown Miller Wealth Management, LLC History Closed out 0 0 0.14% -9,458 -100.0% Q1 2026 Apr 23, 2026
Shared Vision Wealth Group LLC History Closed out 0 0 0.2% -9,246 -100.0% Q1 2026 May 06, 2026
AMJ Financial Wealth Management History Closed out 0 0 0.12% -9,033 -100.0% Q1 2026 May 08, 2026
BLB&B Advisors, LLC History Closed out 0 0 0.02% -8,977 -100.0% Q1 2026 Apr 28, 2026
VestGen Investment Management History Closed out 0 0 0.27% -8,881 -100.0% Q1 2026 May 12, 2026
Ferguson Shapiro LLC History Closed out 0 0 0.14% -8,599 -100.0% Q1 2026 Apr 23, 2026
Golden Reserve Retirement LLC History Closed out 0 0 0.09% -8,574 -100.0% Q1 2026 Apr 20, 2026
Rise Advisors, LLC History Closed out 0 0 0.16% -8,359 -100.0% Q1 2026 Apr 03, 2026
Arlington Capital Management, Inc. History Closed out 0 0 0.28% -8,305 -100.0% Q1 2026 May 01, 2026
SMART Wealth LLC History Closed out 0 0 0.14% -8,281 -100.0% Q1 2026 Apr 23, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Closed out 0 0 0.02% -7,833 -100.0% Q1 2026 Apr 13, 2026
Crown Wealth Group, LLC History Closed out 0 0 0.12% -7,807 -100.0% Q1 2026 Apr 21, 2026
Loudon Investment Management, LLC History Closed out 0 0 0.22% -7,740 -100.0% Q1 2026 May 11, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.12% -7,546 -100.0% Q1 2026 Apr 15, 2026
Conservest Capital Advisors, Inc. History Closed out 0 0 0.04% -7,425 -100.0% Q1 2026 May 04, 2026
Whalen Wealth Management Inc. History Closed out 0 0 0.21% -7,163 -100.0% Q1 2026 Apr 13, 2026
PUREfi Wealth, LLC History Closed out 0 0 0.29% -7,022 -100.0% Q1 2026 Apr 28, 2026
Atom Investors LP History Closed out 0 0 0.03% -6,940 -100.0% Q1 2026 May 15, 2026
CAMBIENT FAMILY OFFICE, LLC History Closed out 0 0 0.05% -6,803 -100.0% Q1 2026 Apr 21, 2026
LCNB CORP History Closed out 0 0 0.12% -6,702 -100.0% Q1 2026 May 11, 2026
Spartan Planning & Wealth Management History Closed out 0 0 0.27% -6,690 -100.0% Q1 2026 Apr 16, 2026
Vigilare Wealth Management History Closed out 0 0 0.12% -6,582 -100.0% Q1 2026 Apr 01, 2026
Soundwatch Capital LLC History Closed out 0 0 0.05% -6,351 -100.0% Q1 2026 May 05, 2026
ALTFEST L J & CO INC History Closed out 0 0 0.04% -6,326 -100.0% Q1 2026 Apr 28, 2026
HEARTLAND ADVISORS INC History Closed out 0 0 0.02% -6,291 -100.0% Q1 2026 May 06, 2026
SVB WEALTH LLC History Closed out 0 0 0.02% -6,219 -100.0% Q1 2026 Apr 17, 2026
Portside Wealth Group, LLC History Closed out 0 0 0.04% -6,078 -100.0% Q1 2026 May 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Closed out 0 0 0.09% -5,876 -100.0% Q1 2026 Apr 15, 2026
Act Two Investors LLC History Closed out 0 0 0.06% -5,868 -100.0% Q1 2026 May 08, 2026
Second Half Financial Partners, LLC History Closed out 0 0 0.14% -5,866 -100.0% Q1 2026 May 11, 2026
Philip James Wealth Mangement, LLC History Closed out 0 0 0.04% -5,774 -100.0% Q1 2026 Apr 28, 2026
Iowa State Bank History Closed out 0 0 0.06% -5,750 -100.0% Q1 2026 Apr 15, 2026
Ballast Rock Private Wealth LLC History Closed out 0 0 0.2% -5,725 -100.0% Q1 2026 Apr 16, 2026