SELECT SECTOR SPDR TRUST - XLP

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
BANK OF AMERICA CORP /DE/ History Added to 24,702,456 2,025,107 0.15% 0.13% 1 +1,275,550 5.44% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 21,034,035 1,724,370 0.19% 0.09% 2 +11,511,801 120.89% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 10,415,772 853,884 0.36% 0.78% 3 -12,313,014 -54.17% Q1 2026 May 11, 2026
MORGAN STANLEY History Added to 10,324,792 846,426 0.05% 0.04% 4 +1,871,527 22.14% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 9,654,456 790,507 0.05% 0.04% 5 +882,843 10.06% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 9,357,677 767,142 0.09% 0.11% 6 -2,528,808 -21.27% Q1 2026 May 15, 2026
Elliott Investment Management L.P. History Reduced 9,140,000 749,297 3.73% 6.88% 7 -10,860,000 -54.3% Q1 2026 May 15, 2026
UBS Group AG History Added to 7,672,945 629,028 0.09% 0.07% 8 +2,285,437 42.42% Q1 2026 May 05, 2026
Verition Fund Management LLC History Added to 7,391,460 605,951 3.93% 0.08% 9 +7,120,408 2626.95% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 6,894,427 565,205 0.07% 0.03% 10 +4,197,867 155.67% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Reduced 6,041,474 495,280 0.08% 0.11% 11 -3,005,674 -33.22% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 5,455,924 447,276 0.08% 0.07% 12 +291,377 5.64% Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,389,729 441,849 0.12% 0.12% 13 -27,550 -0.51% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,981,721 408,401 0.13% 0.12% 14 -12,699 -0.25% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 4,934,526 404,532 0.1% 0.19% 15 -5,108,092 -50.86% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 4,345,177 356,217 0.09% 0.09% 16 +282,796 6.96% Q1 2026 May 06, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 4,011,547 328,866 1.56% 1.51% 17 -117,500 -2.85% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 3,626,084 297,266 0.05% 0.02% 18 +1,866,338 106.06% Q1 2026 May 15, 2026
Jain Global LLC History New 3,286,846 269,455 1.11% 19 +3,286,846 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,266,173 267,760 0.11% 0.01% 20 +3,005,530 1153.12% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,198,124 257,509 0.06% 0.06% 21 -226,829 -6.62% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 3,138,094 257,261 0.64% 0.54% 22 +125,751 4.17% Q1 2026 Apr 22, 2026
TRUIST FINANCIAL CORP History Added to 3,042,764 249,445 0.34% 0.31% 23 +36,447 1.21% Q1 2026 Apr 27, 2026
CIBC WORLD MARKET INC. History Added to 2,860,644 234,515 0.38% 0.13% 24 +1,796,613 168.85% Q1 2026 May 14, 2026
WestEnd Advisors, LLC History Added to 2,828,614 231,892 5.6% 4.99% 25 +69,022 2.5% Q1 2026 Apr 22, 2026
Rokos Capital Management LLP History Added to 2,618,133 214,569 1.62% 0.13% 26 +2,181,805 500.04% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,803,641 205,916 0.1% 0.36% 27 -8,285,366 -82.12% Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 2,046,080 167,737 0.27% 0.65% 28 -2,948,920 -59.04% Q1 2026 May 14, 2026
NATIXIS History Added to 2,026,060 166,096 0.59% 0.29% 29 +988,065 95.19% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 1,971,728 161,642 0.0% 0.0% 30 +1,195,112 153.89% Q1 2026 May 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 1,788,624 146,631 0.23% 0.47% 31 -1,764,816 -49.67% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Added to 1,489,200 122,084 0.16% 0.05% 32 +945,400 173.85% Q1 2026 May 15, 2026
SPX Gestao de Recursos Ltda History New 1,466,111 120,191 9.98% 33 +1,466,111 New Q1 2026 May 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,258,760 103,193 0.02% 0.02% 34 -363,972 -22.43% Q1 2026 May 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Reduced 1,222,730 100,239 0.53% 0.64% 35 -356,800 -22.59% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Reduced 1,046,296 85,775 0.03% 0.03% 36 -223,372 -17.59% Q1 2026 May 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 986,779 80,896 0.1% 0.06% 37 +360,799 57.64% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 983,502 80,627 0.05% 0.04% 38 +16,186 1.67% Q1 2026 May 15, 2026
Saudi Central Bank History No change 963,581 78,994 1.67% 2.8% 39 0 0.0% Q1 2026 May 15, 2026
PGIM Custom Harvest LLC History Added to 946,132 77,563 1.21% 1.08% 40 +652 0.07% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Added to 927,500 76,036 0.09% 0.05% 41 +279,500 43.13% Q1 2026 May 15, 2026
Caption Management, LLC History New 898,500 73,659 0.43% 42 +898,500 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 888,860 72,885 0.11% 0.13% 43 -224,939 -20.2% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Added to 712,504 58,411 0.27% 0.3% 44 +41,180 6.13% Q1 2026 May 08, 2026
AGF MANAGEMENT LTD History Reduced 679,126 55,674 0.25% 0.29% 45 -174,848 -20.47% Q1 2026 May 07, 2026
Volterra Technologies LP History Added to 676,190 55,434 6.74% 0.04% 46 +671,292 13705.43% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 673,653 55,226 0.08% 0.07% 47 -24,997 -3.58% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Reduced 663,139 54,364 0.06% 0.06% 48 -63,600 -8.75% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History New 600,000 49,188 0.43% 49 +600,000 New Q1 2026 May 15, 2026
DeepCurrents Investment Group LLC History New 6,000 49,188 1.58% 50 +6,000 New Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 594,760 48,758 0.04% 0.05% 51 -112,967 -15.96% Q1 2026 May 12, 2026
EP Wealth Advisors, LLC History Added to 557,389 45,694 0.22% 0.21% 52 +45,692 8.93% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 500,000 40,990 0.06% 0.01% 53 +388,800 349.64% Q1 2026 May 14, 2026
Advisory Alpha, LLC History Added to 486,217 39,861 1.09% 0.72% 54 +144,717 42.38% Q1 2026 May 14, 2026
Conservest Capital Advisors, Inc. History Reduced 475,085 38,947 3.53% 4.39% 55 -152,178 -24.26% Q1 2026 May 04, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 473,043 38,780 0.18% 0.25% 56 -696,157 -59.54% Q1 2026 May 14, 2026
GREENWOOD GEARHART LLC History Added to 463,621 38,007 2.06% 1.94% 57 +9,879 2.18% Q1 2026 May 06, 2026
Phoenix Financial Ltd. History Reduced 450,987 36,971 0.35% 0.42% 58 -45,000 -9.07% Q1 2026 May 11, 2026
Banco BTG Pactual S.A. History New 449,600 36,858 3.22% 59 +449,600 New Q1 2026 May 12, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 447,166 36,692 1.17% 1.1% 60 +43,114 10.67% Q1 2026 May 06, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 407,834 33,434 1.11% 1.02% 61 -1,950 -0.48% Q1 2026 May 15, 2026
Trust Asset Management LLC History Reduced 391,133 32,065 2.3% 2.07% 62 -349 -0.09% Q1 2026 Apr 20, 2026
STATE STREET CORP History Reduced 364,180 29,855 0.0% 0.0% 63 -748,138 -67.26% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 363,167 29,774 0.03% 0.03% 64 -24,522 -6.33% Q1 2026 May 05, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 350,000 28,693 1.05% 0.75% 65 0 0.0% Q1 2026 Apr 29, 2026
ASSETMARK, INC History Reduced 345,886 28,355 0.06% 0.07% 66 -107,901 -23.78% Q1 2026 May 06, 2026
MML INVESTORS SERVICES, LLC History Reduced 341,978 28,035 0.08% 0.07% 67 -39,709 -10.4% Q1 2026 May 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 331,139 27,146 0.75% 0.52% 68 +51,874 18.58% Q1 2026 Apr 21, 2026
Allianz Asset Management GmbH History New 323,300 26,504 0.03% 69 +323,300 New Q1 2026 May 11, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 302,748 24,819 0.86% 70 +302,748 New Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 289,520 23,735 0.06% 0.05% 71 +56,393 24.19% Q1 2026 Apr 30, 2026
Trilogy Capital Inc. History Added to 269,982 22,133 0.98% 0.57% 72 +106,328 64.97% Q1 2026 Apr 21, 2026
BANK OF MONTREAL /CAN/ History Added to 260,575 21,361 0.01% 0.0% 73 +125,989 93.61% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 252,063 20,664 0.04% 0.04% 74 -7,060 -2.72% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 248,739 20,391 0.03% 0.03% 75 +13,718 5.84% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 248,501 20,372 0.04% 0.03% 76 +50,208 25.32% Q1 2026 May 01, 2026
Galvin, Gaustad & Stein, LLC History New 243,323 19,947 1.6% 77 +243,323 New Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 240,659 19,729 0.04% 0.04% 78 -59,341 -19.78% Q1 2026 May 15, 2026
Centiva Capital, LP History New 240,000 19,675 0.15% 79 +240,000 New Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 237,629 19,481 0.02% 0.01% 80 +153,656 182.98% Q1 2026 Apr 16, 2026
Cavalier Investments, LLC History New 237,366 19,459 0.53% 81 +237,366 New Q1 2026 May 15, 2026
J. Goldman & Co LP History Reduced 235,456 19,302 0.56% 0.52% 82 -20,213 -7.91% Q1 2026 May 15, 2026
Krilogy Financial LLC History Reduced 234,079 19,061 0.61% 0.68% 83 -6,658 -2.77% Q1 2026 Apr 17, 2026
Walleye Trading LLC History Added to 231,600 18,986 0.03% 0.01% 84 +110,000 90.46% Q1 2026 May 08, 2026
Concurrent Investment Advisors, LLC History Added to 228,120 18,701 0.2% 0.19% 85 +18,184 8.66% Q1 2026 Apr 20, 2026
RiverFront Investment Group, LLC History Added to 223,274 18,304 0.28% 0.28% 86 +2,473 1.12% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 220,946 18,113 0.02% 0.02% 87 -11,273 -4.85% Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History Reduced 217,829 17,857 0.24% 0.47% 88 -203,447 -48.29% Q1 2026 May 12, 2026
Parallax Volatility Advisers, L.P. History Added to 216,736 17,737 0.05% 0.01% 89 +149,771 223.66% Q1 2026 May 15, 2026
Quantitative Investment Management, LLC History Reduced 215,934 17,702 1.84% 2.22% 90 -77,698 -26.46% Q1 2026 May 15, 2026
Holocene Advisors, LP History Reduced 214,658 17,597 0.04% 0.04% 91 -41,582 -16.23% Q1 2026 May 15, 2026
Passaic Partners LLC History Reduced 209,780 17,197 1.61% 2.06% 92 -46,863 -18.26% Q1 2026 May 15, 2026
BlueStem Wealth Partners, LLC History New 200,243 16,415 1.82% 93 +200,243 New Q1 2026 May 07, 2026
Perbak Capital Partners LLP History Reduced 199,409 16,347 4.02% 4.92% 94 -8,217 -3.96% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 196,808 16,134 0.03% 0.01% 95 +116,808 146.01% Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 195,321 16,012 1.07% 1.13% 96 -19,632 -9.13% Q1 2026 Apr 10, 2026
Biltmore Wealth Management, LLC History Added to 194,440 15,940 5.67% 5.6% 97 +3,466 1.81% Q1 2026 Apr 21, 2026
NORTHERN TRUST CORP History Added to 193,924 15,897 0.0% 0.0% 98 +1,408 0.73% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 193,365 15,852 0.09% 0.09% 99 -11,620 -5.67% Q1 2026 May 05, 2026
Mariner, LLC History Added to 192,948 15,817 0.02% 0.02% 100 +4,885 2.6% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 188,287 15,436 0.2% 0.19% 101 -2,066 -1.09% Q1 2026 May 15, 2026
Estate Counselors, LLC History Reduced 185,026 15,168 1.35% 1.31% 102 -16,041 -7.98% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 184,356 15,113 0.06% 0.05% 103 +21,069 12.9% Q1 2026 Apr 30, 2026
Integrated Wealth Concepts LLC History Added to 182,365 14,950 0.12% 0.04% 104 +135,095 285.79% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 181,930 14,914 0.08% 0.04% 105 +78,876 76.54% Q1 2026 May 08, 2026
Cerity Partners LLC History Reduced 180,854 14,826 0.02% 0.02% 106 -1,744 -0.96% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Added to 178,711 14,650 0.49% 0.24% 107 +9,531 5.63% Q1 2026 Apr 23, 2026
Jefferies Financial Group Inc. History Reduced 176,496 14,469 0.1% 0.09% 108 -49,980 -22.07% Q1 2026 May 07, 2026
Private Advisor Group, LLC History Reduced 174,898 14,338 0.07% 0.08% 109 -37,434 -17.63% Q1 2026 Apr 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 171,537 14,062 0.01% 0.01% 110 -3,190 -1.83% Q1 2026 May 08, 2026
HRT FINANCIAL LP History Added to 170,973 14,016 0.03% 0.02% 111 +73,609 75.6% Q1 2026 May 14, 2026
Rothschild Capital Partners, LLC History Reduced 169,753 13,916 3.41% 3.53% 112 -23,351 -12.09% Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 169,012 13,855 0.0% 113 +169,012 New Q1 2026 May 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 166,481 13,648 0.0% 0.0% 114 +123,920 291.16% Q1 2026 May 13, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 166,226 13,627 0.8% 0.75% 115 -186 -0.11% Q1 2026 Apr 17, 2026
Qube Research & Technologies Ltd History Reduced 165,544 13,571 0.02% 0.09% 116 -919,157 -84.74% Q1 2026 May 15, 2026
Creative Planning History Added to 162,483 13,320 0.01% 0.01% 117 +725 0.45% Q1 2026 May 12, 2026
MATAURO, LLC History Added to 162,223 13,299 1.92% 1.7% 118 +16,914 11.64% Q1 2026 Apr 22, 2026
MAI Capital Management History Reduced 161,446 13,235 0.07% 0.07% 119 -3,437 -2.08% Q1 2026 May 15, 2026
Clarity Financial LLC History Reduced 160,842 13,185 1.43% 1.42% 120 -36,688 -18.57% Q1 2026 May 01, 2026
Janney Capital Management LLC History No change 167,352 13,000 0.82% 0.82% 121 0 0.0% Q4 2025 Feb 11, 2026
Peak Retirement Planning, Inc. History Added to 154,677 12,680 2.53% 2.32% 122 +27,307 21.44% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History New 154,199 12,641 1.02% 123 +154,199 New Q1 2026 Apr 28, 2026
MAKENA CAPITAL MANAGEMENT LLC History Added to 152,348 12,489 1.44% 1.41% 124 +845 0.56% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 152,708 12,488 0.01% 0.01% 125 +19,898 14.98% Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History Added to 151,971 12,458 0.03% 0.01% 126 +115,062 311.75% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 150,242 12,316 0.07% 0.06% 127 +1,906 1.28% Q1 2026 Apr 15, 2026
Annex Advisory Services, LLC History Added to 150,032 12,299 0.23% 0.2% 128 +14,514 10.71% Q1 2026 Apr 16, 2026
Equitable Holdings, Inc. History Added to 152,452 11,940 0.08% 0.07% 129 +14,708 10.68% Q1 2026 May 15, 2026
Swan Global Investments, LLC History Reduced 144,314 11,830 0.39% 0.43% 130 -42,052 -22.56% Q1 2026 May 07, 2026
PARK AVENUE SECURITIES LLC History Added to 143,873 11,795 0.09% 0.09% 131 +6,102 4.43% Q1 2026 Apr 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 143,121 11,733 0.52% 0.05% 132 +130,136 1002.2% Q1 2026 Apr 28, 2026
Arta Finance Wealth Management LLC History Added to 142,973 11,720 5.79% 5.54% 133 +3,142 2.25% Q1 2026 Apr 20, 2026
AE Wealth Management LLC History Added to 141,091 11,566 0.06% 0.01% 134 +107,673 322.2% Q1 2026 May 13, 2026
United Asset Strategies, Inc. History Added to 133,856 10,973 0.87% 0.75% 135 +8,498 6.78% Q1 2026 Apr 29, 2026
Neuberger Berman Group LLC History Reduced 131,404 10,772 0.01% 0.01% 136 -2,171 -1.63% Q1 2026 May 14, 2026
Valence8 US LP History Added to 129,368 10,605 3.71% 2.7% 137 +12,094 10.31% Q1 2026 May 15, 2026
Rockport Wealth LLC History Added to 127,588 10,457 1.9% 0.04% 138 +124,791 4461.6% Q1 2026 May 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 125,500 10,288 0.01% 0.06% 139 -394,068 -75.85% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 125,149 10,259 0.21% 0.18% 140 -33,873 -21.3% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 1,123,744 10,226 0.11% 0.06% 141 +1,066,978 1879.61% Q1 2026 May 14, 2026
CWM, LLC History Added to 122,906 10,075 0.03% 0.02% 142 +32,889 36.54% Q1 2026 May 14, 2026
Northstar Advisory Group, LLC History New 121,712 9,977 3.71% 143 +121,712 New Q1 2026 Apr 08, 2026
IMZ Advisory Inc History Reduced 121,581 9,967 3.77% 3.54% 144 -2,790 -2.24% Q1 2026 Apr 08, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 121,295 9,943 0.55% 0.41% 145 +26,624 28.12% Q1 2026 Apr 30, 2026
Maven Securities LTD History Reduced 120,043 9,835 0.19% 0.24% 146 -17,179 -12.52% Q1 2026 May 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 117,508 9,806 0.55% 0.31% 147 +49,090 71.75% Q1 2026 Apr 17, 2026
Retirement Planning Group, LLC History Reduced 118,459 9,711 0.3% 0.31% 148 -4,723 -3.83% Q1 2026 May 04, 2026
Prime Capital Investment Advisors, LLC History Reduced 115,534 9,471 0.11% 0.11% 149 -1,039 -0.89% Q1 2026 May 08, 2026
SageGuard Financial Group, LLC History Reduced 115,242 9,447 1.46% 1.5% 150 -5,751 -4.75% Q1 2026 Apr 23, 2026
KWMG, LLC History Added to 114,617 9,396 0.78% 0.74% 151 +3,377 3.04% Q1 2026 Apr 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 114,554 9,391 0.19% 0.17% 152 -8,305 -6.76% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History New 114,112 9,354 0.39% 153 +114,112 New Q1 2026 May 14, 2026
Salomon & Ludwin, LLC History Reduced 114,371 9,300 0.83% 0.79% 154 -559 -0.49% Q1 2026 May 11, 2026
FIFTH THIRD BANCORP History Added to 113,354 9,292 0.02% 0.01% 155 +72,515 177.56% Q1 2026 May 01, 2026
Spruce Point Capital Management, LLC History Added to 110,000 9,017 9.92% 3.55% 156 +88,000 400.0% Q1 2026 May 12, 2026
LifePlan Financial, LLC History Added to 109,847 9,005 6.65% 6.14% 157 +6,696 6.49% Q1 2026 Apr 14, 2026
Waverly Advisors, LLC History Added to 109,183 8,950 0.07% 0.05% 158 +28,062 34.59% Q1 2026 May 15, 2026
STRATEGIC ADVISORY PARTNERS, LLC History Added to 108,774 8,917 7.02% 6.52% 159 +7,539 7.45% Q1 2026 Apr 16, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 107,899 8,841 0.01% 0.01% 160 +12,735 13.38% Q1 2026 May 14, 2026
Valmark Advisers, Inc. History Added to 105,627 8,659 0.1% 0.1% 161 +3,624 3.55% Q1 2026 May 01, 2026
Sharper & Granite LLC History Reduced 105,610 8,657 2.96% 2.97% 162 -3,096 -2.85% Q1 2026 Apr 08, 2026
Legacy Edge Advisors, LLC History Added to 104,596 8,574 0.9% 0.23% 163 +77,149 281.08% Q1 2026 May 11, 2026
Bellwether Advisors, LLC History New 104,250 8,546 1.45% 164 +104,250 New Q1 2026 May 12, 2026
K2 PRINCIPAL FUND, L.P. History New 100,000 8,198 0.57% 165 +100,000 New Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 99,939 8,192 0.0% 0.0% 166 -17,944 -15.22% Q1 2026 May 13, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 99,294 8,140 1.77% 2.18% 167 -23,154 -18.91% Q1 2026 May 11, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 97,275 7,974 0.63% 0.58% 168 -2,844 -2.84% Q1 2026 Apr 17, 2026
Ameraudi Asset Management, Inc. History Added to 97,041 7,955 4.32% 1.09% 169 +71,505 280.02% Q1 2026 May 15, 2026
Trek Financial, LLC History Reduced 96,146 7,882 0.42% 1.03% 170 -132,437 -57.94% Q1 2026 May 13, 2026
Avior Wealth Management, LLC History Added to 94,356 7,735 0.22% 0.02% 171 +87,849 1350.07% Q1 2026 Apr 09, 2026
Empowered Funds, LLC History New 93,809 7,690 0.05% 172 +93,809 New Q1 2026 May 14, 2026
SPINNAKER TRUST History Reduced 93,054 7,628 0.42% 0.39% 173 -339 -0.36% Q1 2026 Apr 23, 2026
FLOW TRADERS U.S. LLC History Added to 92,734 7,602 0.24% 0.12% 174 +44,568 92.53% Q1 2026 May 15, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 91,894 7,533 0.49% 0.5% 175 -6,045 -6.17% Q1 2026 Apr 15, 2026
THOR TRADING ADVISORS, LLC History Added to 90,618 7,428 3.08% 2.71% 176 +7,046 8.43% Q1 2026 May 07, 2026
Concentric Capital Strategies, LP History New 89,994 7,377 0.62% 177 +89,994 New Q1 2026 May 15, 2026
Private Wealth Advisors, LLC History Reduced 89,366 7,326 2.06% 3.74% 178 -61,176 -40.64% Q1 2026 May 13, 2026
THEORY FINANCIAL LLC History Added to 87,992 7,213 2.53% 0.13% 179 +83,487 1853.21% Q1 2026 May 05, 2026
Circle Wealth Management, LLC History Added to 87,501 7,173 0.1% 0.1% 180 +135 0.15% Q1 2026 May 11, 2026
Focus Partners Wealth History Reduced 85,551 7,013 0.01% 0.01% 181 -21,001 -19.71% Q1 2026 May 14, 2026
One Wealth Map LLC History Reduced 82,057 6,906 3.24% 3.62% 182 -2,122 -2.52% Q1 2026 May 04, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 88,515 6,875 1.45% 1.45% 183 0 0.0% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 82,800 6,787 0.01% 0.0% 184 +65,652 382.86% Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History Added to 82,682 6,778 0.11% 0.01% 185 +73,485 799.01% Q1 2026 May 05, 2026
Advisory Services Network, LLC History Reduced 80,661 6,612 0.09% 0.09% 186 -352 -0.43% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 80,100 6,566 0.01% 0.04% 187 -513,577 -86.51% Q1 2026 May 14, 2026
Niles Investment Management, LLC History New 79,982 6,556 5.89% 188 +79,982 New Q1 2026 May 15, 2026
IHT Wealth Management, LLC History Reduced 79,661 6,530 0.15% 0.17% 189 -9,225 -10.38% Q1 2026 May 15, 2026
Madison Park Capital Advisors, LLC History New 79,455 6,513 5.12% 190 +79,455 New Q1 2026 Apr 22, 2026
Stillwater Capital Advisors, LLC History Reduced 79,069 6,482 0.74% 0.84% 191 -21,759 -21.58% Q1 2026 Apr 10, 2026
FIRST INTERSTATE BANK History Reduced 78,638 6,446 0.36% 0.36% 192 -7,536 -8.75% Q1 2026 Apr 29, 2026
Corient Private Wealth LLC History Reduced 98,069 6,390 0.01% 0.01% 193 -7,054 -6.71% Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Reduced 77,833 6,380 0.09% 0.09% 194 -174 -0.22% Q1 2026 Apr 17, 2026
CreativeOne Wealth, LLC History Added to 77,712 6,370 0.15% 0.08% 195 +32,665 72.51% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 81,633 6,341 0.0% 0.0% 196 -120,023 -59.52% Q1 2026 May 15, 2026
BRAVE ASSET MANAGEMENT INC History Added to 76,333 6,257 1.47% 1.38% 197 +737 0.97% Q1 2026 Apr 17, 2026
Vickerman Investment Advisors, Inc. History Added to 75,639 6,200 1.3% 1.13% 198 +2,785 3.82% Q1 2026 May 12, 2026
Jump Financial, LLC History Reduced 75,345 6,176 0.08% 0.13% 199 -64,905 -46.28% Q1 2026 May 14, 2026
Banco Santander, S.A. History Reduced 75,216 6,166 0.05% 0.05% 200 -5,816 -7.18% Q1 2026 May 08, 2026
Client First Capital LLC History New 74,468 6,104 2.65% 201 +74,468 New Q1 2026 Apr 24, 2026
Spire Wealth Management History Reduced 74,384 6,097 0.21% 0.2% 202 -2,276 -2.97% Q1 2026 Apr 22, 2026
Capital Investment Advisory Services, LLC History Added to 73,930 6,060 0.44% 0.39% 203 +3,124 4.41% Q1 2026 May 05, 2026
FMR LLC History Added to 73,020 5,986 0.0% 0.0% 204 +4,613 6.74% Q1 2026 May 15, 2026
FIRST MERCHANTS CORP History Reduced 72,734 5,962 0.23% 0.23% 205 -7,461 -9.3% Q1 2026 Apr 16, 2026
Compass Wealth Management, LLC/GA History Added to 72,271 5,924 2.53% 2.11% 206 +6,172 9.34% Q1 2026 May 15, 2026
Measured Wealth Private Client Group, LLC History Added to 72,097 5,910 1.61% 1.42% 207 +3,134 4.54% Q1 2026 May 13, 2026
Long Run Wealth Advisors, LLC History No change 76,017 5,905 1.11% 1.11% 208 0 0.0% Q4 2025 Feb 02, 2026
Howard Capital Management Group, LLC History Added to 71,611 5,870 0.39% 0.35% 209 +180 0.25% Q1 2026 Apr 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 71,135 5,831 0.03% 0.01% 210 +45,106 173.29% Q1 2026 May 13, 2026
COMERICA BANK History No change 74,843 5,813 0.02% 0.02% 211 0 0.0% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History Reduced 70,892 5,811 0.4% 0.37% 212 -161 -0.23% Q1 2026 May 06, 2026
Ashton Thomas Private Wealth, LLC History Reduced 69,530 5,700 0.13% 0.14% 213 -4,953 -6.65% Q1 2026 May 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 69,065 5,661 0.08% 0.22% 214 -108,561 -61.12% Q1 2026 May 01, 2026
Client First Investment Management LLC History New 68,738 5,635 2.93% 215 +68,738 New Q1 2026 Apr 10, 2026
Man Group plc History New 68,425 5,609 0.01% 216 +68,425 New Q1 2026 May 15, 2026
Sage Capital Management, LLC History Added to 67,463 5,531 2.6% 2.27% 217 +4,254 6.73% Q1 2026 Apr 15, 2026
Algorithmic Investment Models, LLC History New 66,858 5,481 6.76% 218 +66,858 New Q1 2026 May 14, 2026
ST GERMAIN D J CO INC History Reduced 65,141 5,340 0.21% 0.2% 219 -2,244 -3.33% Q1 2026 Apr 13, 2026
Proficio Capital Partners LLC History New 64,770 5,309 0.28% 220 +64,770 New Q1 2026 May 14, 2026
CHEMUNG CANAL TRUST CO History Reduced 64,676 5,302 1.07% 1.0% 221 -159 -0.25% Q1 2026 Apr 22, 2026
Destination Wealth Management History Reduced 63,960 5,243 0.14% 0.13% 222 -3,436 -5.1% Q1 2026 May 15, 2026
Capital Advisors Wealth Management, LLC History Reduced 63,863 5,235 0.7% 0.68% 223 -9 -0.01% Q1 2026 Apr 08, 2026
Allspring Global Investments Holdings, LLC History Added to 64,031 5,215 0.01% 0.01% 224 +6,350 11.01% Q1 2026 May 05, 2026
Atria Investments, Inc History Reduced 62,986 5,163 0.06% 0.08% 225 -22,792 -26.57% Q1 2026 May 05, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 62,776 5,146 0.09% 0.09% 226 -8,616 -12.07% Q1 2026 Apr 21, 2026
Split Rock Private Trading & Wealth Management, LLC History Added to 62,244 5,102 3.95% 3.77% 227 +1,697 2.8% Q1 2026 Apr 28, 2026
NWF Advisory Services Inc. History Reduced 61,291 5,024 0.57% 0.57% 228 -5,185 -7.8% Q1 2026 May 04, 2026
American National Bank of Texas History Reduced 60,939 4,995 4.76% 4.69% 230 -1,994 -3.17% Q1 2026 Apr 09, 2026
FCA CORP /TX History Added to 60,930 4,995 1.41% 1.31% 229 +1,010 1.69% Q1 2026 May 14, 2026
Coastal Bridge Advisors, LLC History Reduced 60,912 4,993 0.35% 0.36% 231 -1,388 -2.23% Q1 2026 May 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 60,166 4,932 0.27% 0.26% 232 -3,616 -5.67% Q1 2026 May 12, 2026
Independence Wealth Advisors, LLC History Reduced 59,980 4,917 2.62% 2.8% 233 -4,037 -6.31% Q1 2026 Apr 20, 2026
SRB CORP History No change 59,584 4,884 0.3% 0.25% 234 0 0.0% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 62,711 4,871 0.27% 0.27% 235 0 0.0% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 59,198 4,853 0.01% 0.01% 236 +10,268 20.99% Q1 2026 May 15, 2026
Rooted Wealth Advisors, Inc. History Reduced 56,765 4,676 1.23% 1.44% 237 -1,923 -3.28% Q1 2026 Apr 21, 2026
Capula Management Ltd History Added to 56,975 4,670 0.03% 0.01% 238 +36,410 177.05% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 56,838 4,654 0.01% 0.01% 239 -46,751 -45.13% Q1 2026 Apr 08, 2026
MARTIN & CO INC /TN/ History Added to 56,331 4,617 0.79% 0.73% 240 +1,231 2.23% Q1 2026 May 13, 2026
Advocate Investing Services LLC History Added to 56,252 4,611 3.91% 2.94% 241 +14,012 33.17% Q1 2026 Apr 22, 2026
First International Bank of Israel Ltd. History Added to 55,821 4,575 1.35% 1.68% 242 +10,521 23.23% Q1 2026 May 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 55,547 4,554 1.24% 1.23% 243 -1,000 -1.77% Q1 2026 Apr 29, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 55,477 4,548 0.5% 0.44% 244 +3,253 6.23% Q1 2026 Apr 16, 2026
Main Street Financial Solutions, LLC History No change 57,309 4,451 0.33% 0.33% 245 0 0.0% Q4 2025 Feb 17, 2026
Concord Investment Counsel Inc. History Reduced 53,858 4,415 1.49% 1.38% 246 -689 -1.26% Q1 2026 May 12, 2026
Winthrop Capital Management, LLC History Reduced 53,594 4,394 1.13% 1.01% 247 -2,389 -4.27% Q1 2026 Apr 28, 2026
Sigma Planning Corp History Added to 53,259 4,366 0.12% 0.11% 248 +3,941 7.99% Q1 2026 May 04, 2026
SkyView Investment Advisors, LLC History Added to 53,175 4,359 0.59% 0.51% 249 +721 1.37% Q1 2026 May 14, 2026
WBH ADVISORY INC History Added to 52,542 4,280 0.32% 0.26% 250 +7,228 15.95% Q1 2026 Apr 27, 2026
Independent Advisor Alliance History Added to 52,160 4,276 0.05% 0.01% 251 +48,505 1327.09% Q1 2026 May 12, 2026
Premier Path Wealth Partners, LLC History Reduced 51,684 4,237 0.55% 0.62% 252 -10,248 -16.55% Q1 2026 Apr 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 51,195 4,196 0.13% 0.04% 253 +19,801 63.07% Q1 2026 Apr 29, 2026
Stockman Wealth Management, Inc. History Reduced 51,053 4,185 0.46% 0.52% 254 -6,063 -10.62% Q1 2026 Apr 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 51,070 4,184 0.11% 0.17% 255 -30,220 -37.18% Q1 2026 Apr 28, 2026
HANCOCK WHITNEY CORP History Reduced 50,673 4,161 0.07% 0.07% 256 -53 -0.1% Q1 2026 May 15, 2026
Orange Investment Advisors, Inc. History Reduced 50,676 4,154 0.54% 0.45% 257 -1,186 -2.29% Q1 2026 Apr 22, 2026
Mission Hills Financial Advisory, LLC History Added to 50,612 4,149 2.12% 2.03% 258 +1,193 2.41% Q1 2026 May 01, 2026
MMBG INVESTMENT ADVISORS CO. History No change 50,602 4,148 0.38% 0.33% 259 0 0.0% Q1 2026 Apr 30, 2026
Fluent Financial, LLC History Reduced 50,744 4,138 1.51% 2.64% 260 -38,603 -43.21% Q1 2026 Apr 15, 2026
Ellis Investment Partners, LLC History Added to 50,427 4,134 0.72% 0.62% 261 +4,351 9.44% Q1 2026 May 12, 2026
Edenbrook Capital, LLC History New 50,000 4,099 1.28% 262 +50,000 New Q1 2026 May 14, 2026
Atlas FRM LLC History New 50,000 4,099 0.27% 263 +50,000 New Q1 2026 May 14, 2026
Clear Street Group Inc. History New 50,000 4,099 0.02% 264 +50,000 New Q1 2026 May 15, 2026
ASSOCIATED BANC-CORP History Reduced 49,349 4,045 0.11% 0.1% 265 -654 -1.31% Q1 2026 May 01, 2026
Pinnacle Financial Partners, Inc. History Added to 49,320 4,043 0.03% 0.03% 266 +4 0.01% Q1 2026 May 14, 2026
Dakota Wealth Management History Reduced 48,596 3,983 0.09% 0.07% 267 -582 -1.18% Q1 2026 May 07, 2026
NewEdge Advisors, LLC History Reduced 159,716 3,952 0.18% 0.06% 268 -64,666 -28.82% Q1 2026 May 15, 2026
Carolina Wealth Advisors, LLC History Added to 48,126 3,945 1.64% 1.16% 269 +14,600 43.55% Q1 2026 Apr 07, 2026
Evolution Wealth Advisors, LLC History Reduced 46,980 3,851 0.39% 1.06% 270 -88,874 -65.42% Q1 2026 May 08, 2026
Merit Financial Group, LLC History Added to 46,249 3,791 0.03% 0.02% 271 +8,652 23.01% Q1 2026 Apr 15, 2026
AMG National Trust Bank History Added to 46,241 3,790 0.08% 0.06% 272 +14,170 44.18% Q1 2026 May 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 46,174 3,784 0.02% 0.02% 273 -1,076 -2.28% Q1 2026 May 15, 2026
1607 Capital Partners, LLC History Added to 45,860 3,759 0.27% 0.06% 274 +34,300 296.71% Q1 2026 May 15, 2026
III Capital Management History Added to 45,732 3,749 1.09% 0.07% 275 +39,681 655.78% Q1 2026 May 15, 2026
Delos Wealth Advisors, LLC History Added to 45,683 3,745 2.14% 2.15% 276 +3,636 8.65% Q1 2026 May 14, 2026
Wealthcare Advisory Partners LLC History Reduced 45,666 3,743 0.07% 0.08% 277 -4,202 -8.43% Q1 2026 Apr 14, 2026
AlphaCore Capital LLC History Reduced 45,509 3,730 0.09% 0.09% 278 -4,533 -9.06% Q1 2026 May 15, 2026
Biondo Investment Advisors, LLC History New 45,484 3,728 0.48% 279 +45,484 New Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 45,427 3,724 0.08% 0.08% 280 +1,558 3.55% Q1 2026 May 15, 2026
CX Institutional History Reduced 45,246 3,709 0.11% 0.13% 281 -9,543 -17.42% Q1 2026 Apr 06, 2026
Capital Advantage, Inc. History Reduced 45,092 3,696 0.48% 0.47% 282 -25 -0.06% Q1 2026 Apr 10, 2026
FORONJY FINANCIAL LLC History Added to 44,763 3,669 1.53% 1.37% 283 +2,443 5.77% Q1 2026 Apr 23, 2026
Cresset Asset Management, LLC History Reduced 44,730 3,666 0.02% 0.02% 284 -1,886 -4.05% Q1 2026 May 15, 2026
Apollon Financial, LLC History Reduced 44,722 3,666 0.51% 0.52% 285 -963 -2.11% Q1 2026 Apr 22, 2026
Simmons Bank History Reduced 44,698 3,664 0.25% 0.25% 286 -4,126 -8.45% Q1 2026 Apr 23, 2026
DRW Securities, LLC History Reduced 43,986 3,605 0.05% 0.18% 287 -45,408 -50.8% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 43,497 3,565 0.01% 0.01% 288 -52 -0.12% Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Added to 43,458 3,562 0.1% 0.11% 289 +1,283 3.04% Q1 2026 May 11, 2026
Foguth Wealth Management, LLC. History No change 45,797 3,557 0.55% 0.55% 290 0 0.0% Q4 2025 Jan 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 43,167 3,538 0.0% 0.0% 291 +4,298 11.06% Q1 2026 May 15, 2026
FINANCIAL DISCOVERY GROUP INC History New 43,002 3,525 8.24% 292 +43,002 New Q1 2026 May 07, 2026
&PARTNERS History Added to 42,746 3,504 0.02% 0.01% 293 +14,570 51.71% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 42,560 3,489 0.05% 0.03% 294 +24,914 141.19% Q1 2026 May 15, 2026
Penserra Capital Management LLC History New 41,837 3,429 0.04% 295 +41,837 New Q1 2026 May 11, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 41,077 3,395 1.98% 1.41% 296 +10,378 33.81% Q1 2026 Apr 08, 2026
Y-Intercept (Hong Kong) Ltd History New 41,256 3,382 0.06% 297 +41,256 New Q1 2026 Apr 27, 2026
DV Trading LLC History Added to 40,924 3,354 0.08% 0.01% 298 +36,424 809.42% Q1 2026 May 15, 2026
Alphadyne Asset Management LP History New 40,884 3,351 0.06% 299 +40,884 New Q1 2026 May 15, 2026
Allred Capital Management, LLC History Reduced 40,012 3,280 1.19% 1.13% 300 -251 -0.62% Q1 2026 May 13, 2026
Manatuck Hill Partners, LLC History New 40,000 3,279 0.89% 301 +40,000 New Q1 2026 May 15, 2026
Innova Wealth Partners History New 39,769 3,260 1.54% 302 +39,769 New Q1 2026 Apr 24, 2026
Granite Harbor Advisors, Inc. History Reduced 39,507 3,238 1.41% 1.32% 303 -705 -1.75% Q1 2026 Apr 23, 2026
First Financial Bank - Trust Division History Added to 39,068 3,203 0.26% 0.24% 304 +1,835 4.93% Q1 2026 Apr 01, 2026
TWO SIGMA SECURITIES, LLC History Added to 38,838 3,183 0.37% 0.06% 305 +32,850 548.6% Q1 2026 May 15, 2026
PCG Wealth Advisors, LLC History Reduced 38,734 3,175 0.8% 0.85% 306 -136 -0.35% Q1 2026 Apr 28, 2026
Western Wealth Management, LLC History Added to 38,572 3,162 0.12% 0.11% 307 +6,797 21.39% Q1 2026 May 19, 2026
Arkadios Wealth Advisors History Reduced 38,458 3,152 0.05% 0.06% 308 -577 -1.48% Q1 2026 May 18, 2026
LightSquare Wealth Management, LLC History New 38,251 3,135 2.35% 309 +38,251 New Q1 2026 May 11, 2026
SIG BROKERAGE, LP History Added to 38,037 3,118 0.08% 0.01% 310 +35,037 1167.9% Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 37,941 3,110 0.01% 0.01% 311 -7,986 -17.39% Q1 2026 May 13, 2026
Addison Advisors LLC History Added to 37,903 3,107 0.69% 0.61% 312 +2,745 7.81% Q1 2026 May 08, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 37,849 3,102 0.82% 0.78% 313 +788 2.13% Q1 2026 Apr 09, 2026
Centric Wealth Management History New 37,075 3,097 0.62% 314 +37,075 New Q1 2026 May 12, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 37,747 3,094 0.53% 0.49% 315 +232 0.62% Q1 2026 May 13, 2026
Wealthfront Advisers LLC History Reduced 37,656 3,087 0.01% 0.01% 316 -2,565 -6.38% Q1 2026 May 05, 2026
Polymer Capital Management (HK) LTD History No change 37,500 3,074 0.27% 0.41% 317 0 0.0% Q1 2026 May 14, 2026
Regal Investment Advisors LLC History Added to 37,491 3,073 0.18% 0.16% 318 +2,391 6.81% Q1 2026 May 14, 2026
PeakShares LLC History Added to 36,204 2,968 2.72% 2.67% 319 +972 2.76% Q1 2026 May 05, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 36,123 2,961 0.01% 0.01% 320 +95 0.26% Q1 2026 May 14, 2026
Cedar Mountain Advisors, LLC History Added to 35,771 2,932 0.57% 0.53% 321 +77 0.22% Q1 2026 Apr 30, 2026
Focus Financial Network, Inc. History Reduced 35,710 2,927 0.1% 0.12% 322 -6,925 -16.24% Q1 2026 Apr 14, 2026
NORTHLAND SECURITIES, INC. History Added to 35,516 2,911 2.77% 2.54% 323 +1,339 3.92% Q1 2026 May 04, 2026
Archford Capital Strategies, LLC History New 35,178 2,883 0.33% 324 +35,178 New Q1 2026 Apr 15, 2026
ALERUS FINANCIAL NA History Reduced 34,831 2,855 0.14% 0.16% 325 -8,509 -19.63% Q1 2026 May 12, 2026
BBR PARTNERS, LLC History No change 34,780 2,851 0.16% 0.14% 326 0 0.0% Q1 2026 May 12, 2026
Union Bancaire Privee, UBP SA History New 34,543 2,828 0.04% 327 +34,543 New Q1 2026 Apr 22, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 34,480 2,825 0.03% 0.01% 328 +20,197 141.41% Q1 2026 Apr 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 34,449 2,824 0.07% 0.06% 329 +17,746 106.24% Q1 2026 Apr 27, 2026
Twin Tree Management, LP History Reduced 34,400 2,820 0.06% 0.12% 330 -141,046 -80.39% Q1 2026 May 14, 2026
AAFMAA Wealth Management & Trust LLC History Added to 34,097 2,795 1.08% 0.93% 331 +3,481 11.37% Q1 2026 Apr 08, 2026
Sequoia Financial Advisors, LLC History Reduced 34,078 2,793 0.02% 0.01% 332 -511 -1.48% Q1 2026 Apr 30, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 34,015 2,788 0.12% 0.11% 333 +444 1.32% Q1 2026 May 11, 2026
Shay Capital LLC History New 34,000 2,787 0.23% 334 +34,000 New Q1 2026 May 15, 2026
Lodge Hill Capital, LLC History No change 33,910 2,779 0.54% 0.5% 335 0 0.0% Q1 2026 May 18, 2026
Adams Wealth Management History Added to 33,784 2,769 0.61% 0.52% 336 +2,274 7.22% Q1 2026 May 11, 2026
CacheTech Inc. History Added to 33,784 2,769 0.53% 0.45% 337 +2,274 7.22% Q1 2026 May 11, 2026
Berger Financial Group, Inc History Reduced 33,717 2,764 0.15% 0.15% 338 -16 -0.05% Q1 2026 Apr 28, 2026
WP Advisors, LLC History Added to 33,707 2,763 0.71% 0.62% 339 +1,402 4.34% Q1 2026 May 04, 2026
Midwest Trust Co History Added to 33,615 2,755 0.03% 0.03% 340 +899 2.75% Q1 2026 May 01, 2026
TCV Trust & Wealth Management, Inc. History Reduced 33,561 2,751 0.23% 0.21% 341 -4 -0.01% Q1 2026 Apr 21, 2026
INNEALTA CAPITAL, LLC History Reduced 33,518 2,747 1.71% 2.87% 342 -34,743 -50.9% Q1 2026 May 04, 2026
Worth Asset Management, LLC History New 33,484 2,745 1.02% 343 +33,484 New Q1 2026 Apr 17, 2026
KINTRA WEALTH, LLC History New 33,223 2,723 0.19% 344 +33,223 New Q1 2026 May 15, 2026
Essex LLC History Added to 33,082 2,712 0.48% 0.43% 345 +1,585 5.03% Q1 2026 Apr 24, 2026
Cooksen Wealth, LLC History Added to 32,578 2,670 1.94% 1.78% 346 +1,177 3.75% Q1 2026 Apr 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 32,491 2,663 0.03% 0.04% 347 -5,284 -13.99% Q1 2026 Apr 20, 2026
JSF Financial, LLC History Added to 32,409 2,656 0.52% 0.48% 348 +2,763 9.32% Q1 2026 May 07, 2026
Everstar Asset Management, LLC History Reduced 32,413 2,656 1.41% 1.44% 349 -2,105 -6.1% Q1 2026 Apr 16, 2026
Fiduciary Group, LLC History Added to 32,303 2,648 0.23% 0.2% 350 +2,355 7.86% Q1 2026 May 11, 2026
Robertson Stephens Wealth Management, LLC History Reduced 31,999 2,623 0.07% 0.07% 351 -132 -0.41% Q1 2026 Apr 28, 2026
3EDGE Asset Management, LP History Added to 32,028 2,622 0.13% 0.1% 352 +7,258 29.3% Q1 2026 May 15, 2026
Greenland Capital Management LP History Reduced 31,610 2,591 0.33% 0.33% 353 -8,843 -21.86% Q1 2026 May 15, 2026
CMG Global Holdings, LLC History Added to 31,579 2,588 1.23% 1.2% 354 +416 1.33% Q1 2026 May 01, 2026
Legacy Advisors, LLC History Added to 31,241 2,561 0.3% 0.24% 355 +2,713 9.51% Q1 2026 May 05, 2026
Walleye Capital LLC History Reduced 31,199 2,557 0.01% 0.03% 356 -76,992 -71.16% Q1 2026 May 13, 2026
Ethos Financial Group, LLC History No change 32,847 2,551 0.19% 0.19% 357 0 0.0% Q1 2026 May 05, 2026
RPg Family Wealth Advisory, LLC History New 31,081 2,548 0.53% 358 +31,081 New Q1 2026 May 14, 2026
Risk Paradigm Group, LLC History New 30,936 2,536 2.16% 359 +30,936 New Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 30,916 2,534 0.06% 0.06% 360 +3,203 11.56% Q1 2026 Apr 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 30,878 2,531 0.01% 361 +30,878 New Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 30,845 2,527 0.01% 0.02% 362 -41,902 -57.6% Q1 2026 May 13, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 30,824 2,526 0.57% 0.54% 363 -167 -0.54% Q1 2026 Apr 15, 2026
Magnus Financial Group LLC History Reduced 30,603 2,508 0.2% 0.18% 364 -107 -0.35% Q1 2026 Apr 10, 2026
Massachusetts Wealth Management History Added to 30,554 2,504 1.09% 1.04% 365 +1,822 6.34% Q1 2026 Apr 15, 2026
PEAK6 LLC History Reduced 30,400 2,492 0.01% 0.02% 366 -81,794 -72.9% Q1 2026 May 13, 2026
Laurel Wealth Advisors LLC History Added to 29,365 2,471 0.24% 0.3% 367 +393 1.36% Q1 2026 May 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 30,283 2,464 0.02% 0.02% 368 +1,037 3.55% Q1 2026 May 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 29,857 2,447 0.18% 0.16% 369 +239 0.81% Q1 2026 Apr 20, 2026
Summit Financial, LLC History Added to 29,520 2,420 0.03% 0.03% 370 +4,304 17.07% Q1 2026 May 15, 2026
Nelson Capital Management, LLC History Reduced 29,355 2,406 0.29% 0.27% 371 -9 -0.03% Q1 2026 May 06, 2026
Advisor Resource Council History Reduced 29,108 2,386 0.77% 0.94% 372 -2,197 -7.02% Q1 2026 May 07, 2026
Ranch Capital Advisors Inc. History Added to 29,070 2,383 0.86% 0.72% 373 +3,777 14.93% Q1 2026 May 06, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 29,028 2,379 1.09% 1.05% 374 -536 -1.81% Q1 2026 Apr 22, 2026
Stratos Wealth Partners, LTD. History Added to 28,846 2,364 0.03% 0.02% 375 +5,862 25.5% Q1 2026 Apr 28, 2026
Venturi Wealth Management, LLC History Reduced 28,666 2,350 0.11% 0.11% 376 -4,049 -12.38% Q1 2026 Apr 21, 2026
SHARPEPOINT LLC History Added to 28,338 2,323 1.39% 1.3% 377 +490 1.76% Q1 2026 May 05, 2026
NWAM LLC History Added to 28,043 2,298 0.13% 0.13% 378 +662 2.42% Q1 2026 May 04, 2026
Diversified Enterprises, LLC History Added to 27,960 2,292 0.13% 0.13% 379 +14 0.05% Q1 2026 May 14, 2026
Darwin Wealth Management, LLC History Added to 27,918 2,288 0.71% 0.31% 380 +15,186 119.27% Q1 2026 May 01, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 27,898 2,287 0.03% 0.03% 381 -2,125 -7.08% Q1 2026 May 01, 2026
Private Wealth Group, LLC History Reduced 27,866 2,284 1.07% 1.05% 382 -364 -1.29% Q1 2026 Apr 23, 2026
Centennial Bank/AR/ History Added to 27,743 2,274 0.82% 0.48% 383 +12,176 78.22% Q1 2026 May 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 27,726 2,272 0.01% 0.01% 384 -313 -1.12% Q1 2026 Apr 24, 2026
Asset Advisors Investment Management, LLC History Reduced 27,708 2,271 0.22% 0.22% 385 -2,333 -7.77% Q1 2026 Apr 16, 2026
Signal Advisors Wealth, LLC History Reduced 27,605 2,263 0.16% 0.32% 386 -24,239 -46.75% Q1 2026 Apr 17, 2026
Westside Investment Management, Inc. History Added to 27,548 2,258 0.35% 0.31% 387 +2,488 9.93% Q1 2026 May 04, 2026
Vontobel Holding Ltd. History New 27,352 2,242 0.01% 388 +27,352 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 27,297 2,237 0.0% 0.0% 389 -19,227 -41.33% Q1 2026 May 05, 2026
Beacon Pointe Advisors, LLC History Added to 27,092 2,221 0.01% 0.01% 390 +10,669 64.96% Q1 2026 May 15, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 27,041 2,216 1.61% 1.65% 391 -1,667 -5.81% Q1 2026 Apr 09, 2026
Dynamic Advisor Solutions LLC History Reduced 26,864 2,202 0.07% 0.07% 392 -232 -0.86% Q1 2026 Apr 08, 2026
Targeted Financial Services LLC History Added to 26,824 2,199 1.8% 1.69% 393 +1,573 6.23% Q1 2026 Apr 15, 2026
Busey Bank History Reduced 26,777 2,195 0.06% 0.06% 394 -431 -1.58% Q1 2026 Apr 28, 2026
CoreCap Advisors, LLC History Added to 26,758 2,193 0.07% 0.07% 395 +2,122 8.61% Q1 2026 Apr 07, 2026
GeoWealth Management, LLC History Reduced 26,580 2,178 0.08% 0.08% 396 -1,156 -4.17% Q1 2026 May 13, 2026
Crew Capital Management, Ltd History Reduced 26,516 2,173 1.44% 1.3% 397 -150 -0.56% Q1 2026 Apr 22, 2026
TRITONPOINT WEALTH, LLC History Reduced 26,442 2,167 0.23% 0.22% 398 -999 -3.64% Q1 2026 Apr 21, 2026
STRAIGHTLINE GROUP LLC History Added to 26,400 2,164 1.08% 1.13% 399 +1,488 5.97% Q1 2026 May 12, 2026
ACIMA PRIVATE WEALTH, LLC History No change 26,284 2,154 0.68% 0.63% 400 0 0.0% Q1 2026 Apr 06, 2026
STEPHENS INC /AR/ History Added to 26,240 2,151 0.03% 0.02% 401 +1,258 5.04% Q1 2026 Apr 28, 2026
Sepio Capital, LP History Reduced 26,211 2,148 0.12% 0.11% 402 -157 -0.6% Q1 2026 May 13, 2026
Virtue Capital Management, LLC History Reduced 26,186 2,144 0.33% 0.33% 403 -1,357 -4.93% Q1 2026 May 07, 2026
RFG Advisory, LLC History Added to 26,132 2,142 0.04% 0.02% 404 +12,926 97.88% Q1 2026 Apr 17, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Reduced 26,096 2,139 1.17% 0.99% 405 -116 -0.44% Q1 2026 Apr 20, 2026
ES4, LLC History Added to 26,068 2,137 1.38% 1.05% 406 +6,471 33.02% Q1 2026 Apr 29, 2026
FLAGSTAR ADVISORS INC History Added to 25,978 2,129 0.77% 0.67% 407 +206 0.8% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 25,916 2,124 0.05% 0.05% 408 +158 0.61% Q1 2026 Apr 29, 2026
Per Stirling Capital Management, LLC. History Added to 25,879 2,121 0.23% 0.07% 409 +18,296 241.28% Q1 2026 May 11, 2026
Pallas Capital Advisors LLC History Reduced 25,819 2,116 0.08% 0.07% 410 -3,136 -10.83% Q1 2026 Apr 21, 2026
Advisory Resource Group History New 25,658 2,103 0.36% 411 +25,658 New Q1 2026 May 15, 2026
Guilbault Capital LLC History Reduced 25,565 2,095 2.3% 2.26% 412 -429 -1.65% Q1 2026 May 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 25,507 2,091 0.53% 0.58% 413 -1,970 -7.17% Q1 2026 Apr 29, 2026
Sowell Financial Services LLC History Added to 25,494 2,090 0.08% 0.07% 414 +433 1.73% Q1 2026 Apr 20, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 25,394 2,081 0.59% 0.58% 415 -787 -3.01% Q1 2026 Apr 30, 2026
Brookstone Capital Management History Reduced 25,241 2,069 0.02% 0.05% 416 -34,186 -57.53% Q1 2026 Apr 16, 2026
CWC Advisors, LLC. History Reduced 25,175 2,063 0.98% 0.95% 417 -153 -0.6% Q1 2026 Apr 16, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 25,019 2,051 0.24% 0.25% 418 -3,051 -10.87% Q1 2026 May 14, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 24,872 2,039 1.95% 419 +24,872 New Q1 2026 May 06, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 24,789 2,032 1.42% 1.1% 420 +1,038 4.37% Q1 2026 Apr 30, 2026
Beaumont Financial Advisors, LLC History Added to 24,685 2,023 0.14% 0.13% 421 +4 0.02% Q1 2026 May 05, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 24,607 2,017 0.89% 0.61% 422 +7,204 41.4% Q1 2026 Apr 15, 2026
FIRST TRUST ADVISORS LP History Reduced 24,551 2,012 0.0% 0.0% 423 -1,007 -3.94% Q1 2026 May 13, 2026
Carnegie Investment Counsel History Reduced 24,443 2,003 0.04% 0.04% 424 -2,247 -8.42% Q1 2026 May 01, 2026
Zullo Investment Group, Inc. History Added to 24,174 1,981 0.75% 0.65% 425 +1,215 5.29% Q1 2026 Apr 15, 2026
Fourth Dimension Wealth, LLC History Added to 24,135 1,978 0.75% 0.64% 426 +1,664 7.41% Q1 2026 May 11, 2026
Sage Capital Advisors,llc History Added to 24,026 1,969 0.46% 0.44% 427 +93 0.39% Q1 2026 Apr 07, 2026
UNIVEST FINANCIAL Corp History Reduced 23,892 1,958 0.11% 0.32% 428 -52,972 -68.92% Q1 2026 May 01, 2026
Jacobi Capital Management LLC History Added to 23,742 1,946 0.11% 0.1% 429 +2,492 11.73% Q1 2026 May 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 23,532 1,929 0.26% 0.25% 430 -475 -1.98% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History No change 23,370 1,915 0.0% 0.0% 431 0 0.0% Q1 2026 May 14, 2026
M3 Advisory Group, LLC History Added to 23,329 1,912 1.18% 1.1% 432 +180 0.78% Q1 2026 Apr 22, 2026
Capstone Wealth Management Group LLC History Reduced 23,198 1,901 1.17% 1.11% 433 -429 -1.82% Q1 2026 Apr 16, 2026
CHOREO, LLC History Reduced 23,103 1,893 0.02% 0.02% 434 -338 -1.44% Q1 2026 May 12, 2026
Navis Wealth Advisors, LLC History Added to 23,038 1,888 0.96% 0.75% 435 +110 0.48% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 22,750 1,865 0.01% 0.01% 436 -7,820 -25.58% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Added to 22,724 1,862 0.04% 0.03% 437 +4,262 23.09% Q1 2026 May 01, 2026
Cannon Advisors, Inc. History New 22,641 1,856 1.38% 438 +22,641 New Q1 2026 Apr 24, 2026
Fairvoy Private Wealth, LLC History Added to 22,637 1,855 0.44% 0.21% 439 +10,412 85.17% Q1 2026 Apr 20, 2026
Everest Financial Group LLC History New 22,610 1,853 0.31% 440 +22,610 New Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 22,477 1,842 0.02% 0.02% 441 -6,262 -21.79% Q1 2026 May 12, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 22,375 1,834 1.24% 1.32% 442 -425 -1.86% Q1 2026 May 04, 2026
COMMERCE BANK History Added to 22,176 1,817 0.01% 0.01% 443 +3,472 18.56% Q1 2026 May 11, 2026
Hansen & Associates Financial Group, Inc. History Reduced 22,086 1,808 0.97% 1.45% 444 -8,414 -27.59% Q1 2026 May 11, 2026
Meridian Wealth Management, LLC History Added to 21,956 1,799 0.06% 0.05% 445 +1,876 9.34% Q1 2026 May 06, 2026
JBGlobal.com LLC History New 21,850 1,791 1.76% 446 +21,850 New Q1 2026 Apr 07, 2026
Shepherd Financial Partners LLC History Reduced 21,809 1,787 0.17% 0.16% 447 -275 -1.25% Q1 2026 May 11, 2026
Dorsey & Whitney Trust CO LLC History Reduced 21,765 1,784 0.1% 0.09% 448 -955 -4.2% Q1 2026 May 14, 2026
10Elms LLP History Added to 21,596 1,778 1.12% 1.06% 449 +6,747 45.44% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Added to 21,391 1,753 0.01% 0.01% 450 +4,826 29.13% Q1 2026 Apr 27, 2026
WIN ADVISORS, INC History New 21,338 1,749 0.8% 451 +21,338 New Q1 2026 May 01, 2026
Ledyard National Bank History Reduced 21,310 1,746 0.15% 0.15% 452 -825 -3.73% Q1 2026 Apr 24, 2026
Advyzon Investment Management, LLC History Reduced 21,009 1,722 0.15% 0.23% 453 -4,797 -18.59% Q1 2026 May 12, 2026
Encore Global Management, LP History New 21,000 1,721 1.2% 454 +21,000 New Q1 2026 May 15, 2026
HBW ADVISORY SERVICES LLC History Added to 20,856 1,709 0.18% 0.15% 455 +3,661 21.29% Q1 2026 May 04, 2026
Simplicity Wealth,LLC History Added to 20,556 1,685 0.1% 0.08% 456 +2,328 12.77% Q1 2026 Apr 30, 2026
Farther Finance Advisors, LLC History Added to 20,609 1,678 0.02% 0.01% 457 +6,802 49.26% Q1 2026 Apr 07, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 20,264 1,661 0.4% 0.38% 458 -344 -1.67% Q1 2026 Apr 22, 2026
Affiance Financial, LLC History Reduced 19,869 1,628 0.26% 0.25% 459 -194 -0.97% Q1 2026 Apr 14, 2026
M&T BANK CORP History Reduced 19,668 1,612 0.01% 0.01% 460 -5,608 -22.19% Q1 2026 May 12, 2026
McAdam, LLC History Added to 19,591 1,606 0.07% 0.06% 461 +2,473 14.45% Q1 2026 May 08, 2026
Capstone Capital Management Ltd History Reduced 19,500 1,598 1.61% 3.66% 462 -29,600 -60.29% Q1 2026 Apr 30, 2026
January Capital Advisors LLC History New 19,368 1,587 2.14% 463 +19,368 New Q1 2026 May 20, 2026
Climber Capital SA History Reduced 19,138 1,568 1.03% 1.35% 465 -7,555 -28.3% Q1 2026 May 01, 2026
UPTICK PARTNERS, LLC History Added to 19,131 1,568 0.31% 0.32% 464 +7 0.04% Q1 2026 May 01, 2026
FIL Ltd History Reduced 19,077 1,563 0.0% 0.0% 466 -1,395 -6.81% Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History Added to 19,000 1,557 0.09% 0.08% 467 +702 3.84% Q1 2026 Apr 30, 2026
Sequent Planning LLC History Added to 18,794 1,540 0.37% 0.34% 468 +1,759 10.33% Q1 2026 Apr 21, 2026
Helium Advisors LLC History Reduced 18,633 1,527 1.45% 1.52% 470 -690 -3.57% Q1 2026 May 05, 2026
Crescent Grove Advisors, LLC History No change 18,629 1,527 0.15% 0.13% 469 0 0.0% Q1 2026 May 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 18,621 1,526 0.1% 0.1% 471 -1,855 -9.06% Q1 2026 May 21, 2026
StoneX Group Inc. History Added to 18,547 1,520 0.08% 0.04% 472 +6,069 48.64% Q1 2026 May 14, 2026
STAPP WEALTH MANAGEMENT, PLLC History New 18,473 1,514 1.93% 473 +18,473 New Q1 2026 Apr 21, 2026
OPPENHEIMER & CO INC History Added to 18,371 1,506 0.02% 0.01% 474 +6,146 50.27% Q1 2026 Apr 23, 2026
World Investment Advisors History Added to 18,273 1,498 0.02% 0.02% 475 +681 3.87% Q1 2026 Apr 27, 2026
Evercore Wealth Management, LLC History Reduced 18,247 1,495 0.02% 0.03% 476 -4,524 -19.87% Q1 2026 May 15, 2026
Bank of Marin History Reduced 18,220 1,493 1.09% 0.99% 477 -245 -1.33% Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History Reduced 18,015 1,476 0.05% 0.06% 478 -1,671 -8.49% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History Reduced 17,950 1,471 0.01% 0.01% 479 -49 -0.27% Q1 2026 May 26, 2026
Chesapeake Wealth Management History Reduced 17,783 1,457 0.45% 0.44% 480 -1,101 -5.83% Q1 2026 May 18, 2026
Ayalon Insurance Comp Ltd. History Added to 17,645 1,447 0.3% 0.1% 481 +12,250 227.06% Q1 2026 Apr 13, 2026
Vectors Research Management, LLC History Reduced 17,578 1,441 0.42% 0.6% 482 -7,582 -30.14% Q1 2026 May 05, 2026
V2 Financial group LLC History No change 17,532 1,437 0.67% 0.67% 483 0 0.0% Q1 2026 May 04, 2026
Intrua Financial, LLC History Reduced 17,437 1,429 0.15% 0.15% 484 -467 -2.61% Q1 2026 Apr 23, 2026
Luminist Capital LLC History Added to 17,328 1,420 1.89% 0.68% 485 +10,213 143.54% Q1 2026 Apr 24, 2026
BLAIR WILLIAM & CO/IL History Reduced 17,204 1,410 0.0% 0.0% 486 -2,475 -12.58% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 17,082 1,400 0.0% 0.0% 487 -2,001 -10.49% Q1 2026 May 07, 2026
Thrive Capital Management, LLC History Added to 17,031 1,396 0.31% 0.16% 488 +7,902 86.56% Q1 2026 Apr 27, 2026
Nan Shan Life Insurance Co., Ltd. History No change 16,888 1,384 0.05% 0.04% 489 0 0.0% Q1 2026 May 14, 2026
MontVue Capital Management, Inc. History Reduced 16,738 1,372 0.93% 0.87% 490 -11 -0.07% Q1 2026 Apr 16, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 16,620 1,362 0.33% 0.17% 491 +8,500 104.68% Q1 2026 May 07, 2026
Providence First Trust Co History Added to 16,610 1,361 0.48% 0.36% 492 +3,254 24.36% Q1 2026 May 04, 2026
Madden Advisory Services, Inc. History Added to 16,573 1,358 0.53% 0.49% 493 +823 5.23% Q1 2026 May 11, 2026
Ignite Planners, LLC History Added to 16,555 1,357 0.21% 0.21% 494 +68 0.41% Q1 2026 Apr 17, 2026
Markin Asset Management, LP History Added to 16,308 1,336 1.47% 1.31% 495 +935 6.08% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 16,241 1,331 0.02% 0.02% 496 -216 -1.31% Q1 2026 May 11, 2026
Mill Creek Capital Advisors, LLC History Added to 16,248 1,331 0.03% 0.03% 497 +49 0.3% Q1 2026 May 14, 2026
PETERSON WEALTH MANAGEMENT History Reduced 16,218 1,329 0.77% 0.94% 498 -93 -0.57% Q1 2026 May 15, 2026
Boltwood Capital Management History Added to 16,102 1,320 0.34% 0.32% 499 +323 2.05% Q1 2026 Apr 07, 2026
Guardian Asset Advisors, LLC History New 16,052 1,315 0.77% 500 +16,052 New Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 15,970 1,309 0.03% 0.03% 501 -425 -2.59% Q1 2026 Apr 30, 2026
Curat Global, LLC History Added to 15,746 1,293 1.27% 0.72% 502 +7,439 89.55% Q1 2026 Apr 21, 2026
CALTON & ASSOCIATES, INC. History Added to 15,743 1,290 0.19% 0.18% 503 +13 0.08% Q1 2026 May 13, 2026
Trust Co History Reduced 15,698 1,286 0.12% 0.13% 505 -1,466 -8.54% Q1 2026 Apr 13, 2026
PLANNING DIRECTIONS INC History Added to 15,687 1,286 0.65% 0.61% 504 +6 0.04% Q1 2026 Apr 15, 2026
RoundAngle Advisors LLC History Added to 15,683 1,285 0.96% 0.87% 506 +233 1.51% Q1 2026 Apr 08, 2026
Integrated Advisors Network LLC History Reduced 15,644 1,282 0.07% 0.1% 507 -13,108 -45.59% Q1 2026 Apr 28, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 15,636 1,281 0.32% 0.3% 508 -72 -0.46% Q1 2026 Apr 17, 2026
Choate Investment Advisors History No change 15,420 1,264 0.02% 0.02% 509 0 0.0% Q1 2026 May 13, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 15,409 1,263 0.05% 0.05% 510 -1,066 -6.47% Q1 2026 May 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 15,392 1,261 0.06% 0.06% 511 +32 0.21% Q1 2026 Apr 15, 2026
Wall Capital Group, Inc. History Reduced 15,300 1,254 1.34% 1.26% 512 -1,792 -10.48% Q1 2026 Apr 20, 2026
Maridea Wealth Management LLC History Reduced 15,274 1,252 0.18% 0.33% 513 -13,443 -46.81% Q1 2026 Apr 21, 2026
Quest 10 Wealth Builders, Inc. History Added to 15,264 1,251 1.1% 1.05% 514 +196 1.3% Q1 2026 May 06, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 15,255 1,250 0.14% 0.07% 515 +6,710 78.53% Q1 2026 May 11, 2026
Mechanics Bank Trust Department History Reduced 15,157 1,242 0.17% 0.16% 516 -223 -1.45% Q1 2026 Apr 09, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 15,119 1,239 0.43% 0.34% 517 +3,140 26.21% Q1 2026 May 04, 2026
CI INVESTMENTS INC. History New 15,000 1,229 0.01% 518 +15,000 New Q1 2026 May 13, 2026
Belpointe Asset Management LLC History Reduced 14,990 1,228 0.04% 0.05% 519 -3,308 -18.08% Q1 2026 Apr 28, 2026
Cushing Capital Partners, LLC History Reduced 14,983 1,228 0.94% 0.88% 520 -385 -2.51% Q1 2026 Apr 20, 2026
Analyst IMS Investment Management Services Ltd. History No change 14,930 1,224 0.04% 0.03% 521 0 0.0% Q1 2026 Apr 23, 2026
Weaver Capital Management LLC History Reduced 14,901 1,221 0.26% 0.24% 522 -5 -0.03% Q1 2026 Apr 17, 2026
Colony Family Offices, LLC History No change 14,866 1,218 0.3% 0.29% 523 0 0.0% Q1 2026 Apr 21, 2026
Vestmark Advisory Solutions, Inc. History Reduced 14,827 1,215 0.01% 0.02% 524 -1,876 -11.23% Q1 2026 May 15, 2026
Redwood Financial Network Corp History Added to 14,710 1,205 0.79% 0.7% 525 +525 3.7% Q1 2026 May 14, 2026
High Note Wealth, LLC History Reduced 14,681 1,203 0.24% 0.23% 526 -685 -4.46% Q1 2026 May 11, 2026
PFG Investments, LLC History Reduced 14,659 1,201 0.06% 0.05% 527 -201 -1.35% Q1 2026 Apr 27, 2026
Financial & Tax Architects, LLC History New 14,580 1,195 0.27% 528 +14,580 New Q1 2026 Apr 23, 2026
Midwest Financial Group LLC History Reduced 14,570 1,194 0.51% 0.5% 529 -8 -0.05% Q1 2026 Apr 22, 2026
Wedmont Private Capital History Reduced 14,340 1,187 0.04% 0.04% 531 -842 -5.55% Q1 2026 Apr 09, 2026
Cornerstone Capital, Inc. History Added to 14,480 1,187 0.12% 0.11% 530 +130 0.91% Q1 2026 May 12, 2026
Caprock Group, LLC History Reduced 14,335 1,175 0.03% 0.02% 532 -711 -4.73% Q1 2026 May 11, 2026
Atlantic Union Bankshares Corp History Reduced 14,256 1,168 0.02% 0.02% 533 -2,726 -16.05% Q1 2026 May 12, 2026
Jackson Hole Capital Partners, LLC History No change 14,236 1,167 0.19% 0.19% 534 0 0.0% Q1 2026 May 08, 2026
CIBC Bancorp USA Inc. History New 14,181 1,162 0.0% 535 +14,181 New Q1 2026 May 12, 2026
Pine Valley Investments Ltd Liability Co History No change 14,913 1,158 0.05% 0.05% 536 0 0.0% Q4 2025 Feb 13, 2026
Vertex Investment Solutions Co., Ltd. History Added to 14,100 1,154 1.33% 0.83% 537 +3,400 31.78% Q1 2026 Apr 30, 2026
D.A. DAVIDSON & CO. History Reduced 14,000 1,147 0.01% 0.01% 538 -1,065 -7.07% Q1 2026 May 05, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 13,997 1,147 0.11% 0.11% 539 -661 -4.51% Q1 2026 Apr 30, 2026
Valeo Financial Advisors, LLC History Reduced 13,941 1,142 0.03% 0.02% 540 -139 -0.99% Q1 2026 May 08, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 13,824 1,133 0.14% 0.21% 541 -320 -2.26% Q1 2026 May 18, 2026
PFG Advisors History Reduced 13,809 1,132 0.06% 0.05% 542 -244 -1.74% Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 13,803 1,131 0.01% 0.01% 543 -508 -3.55% Q1 2026 May 01, 2026
Ausdal Financial Partners, Inc. History Reduced 13,753 1,127 0.05% 0.11% 544 -15,781 -53.43% Q1 2026 May 12, 2026
Talon Private Wealth, LLC History New 13,749 1,127 0.15% 545 +13,749 New Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 14,396 1,118 0.0% 0.0% 546 0 0.0% Q4 2025 Feb 12, 2026
BFSG, LLC History Reduced 13,631 1,117 0.11% 0.11% 547 -1,604 -10.53% Q1 2026 Apr 28, 2026
BANQUE PICTET & CIE SA History No change 13,610 1,115 0.01% 0.01% 548 0 0.0% Q1 2026 Apr 14, 2026
RiverGlades Family Offices LLC History New 13,520 1,108 0.65% 549 +13,520 New Q1 2026 May 13, 2026
Objective Capital Management, LLC History Added to 13,458 1,103 1.11% 1.06% 550 +6 0.04% Q1 2026 May 04, 2026
Kovack Advisors, Inc. History Reduced 13,446 1,095 0.06% 0.06% 551 -4,192 -23.77% Q1 2026 May 12, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 13,328 1,092 0.08% 0.07% 552 0 0.0% Q1 2026 Apr 28, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 13,242 1,085 0.71% 0.68% 553 -241 -1.79% Q1 2026 Apr 28, 2026
CENTRAL TRUST Co History Reduced 13,203 1,082 0.02% 0.02% 554 -544 -3.96% Q1 2026 Apr 17, 2026
NCM Capital Management, LLC History Added to 13,196 1,081 0.39% 0.38% 555 +9 0.07% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Added to 13,170 1,079 0.05% 0.04% 556 +530 4.19% Q1 2026 Apr 30, 2026
Crews Bank & Trust History Reduced 13,168 1,079 0.16% 0.15% 557 -215 -1.61% Q1 2026 May 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 13,150 1,078 0.06% 0.07% 558 -2,159 -14.1% Q1 2026 Apr 20, 2026
PCG ASSET MANAGEMENT, LLC History Added to 13,042 1,069 0.85% 0.81% 559 +99 0.76% Q1 2026 May 12, 2026
CULLEN/FROST BANKERS, INC. History Reduced 12,958 1,062 0.01% 0.01% 560 -1,818 -12.3% Q1 2026 May 05, 2026
Manhattan West Asset Management, LLC History Reduced 12,916 1,058 0.21% 0.23% 561 -1,286 -9.06% Q1 2026 May 14, 2026
Prosperity Consulting Group, LLC History Reduced 12,899 1,057 0.05% 0.14% 562 -25,781 -66.65% Q1 2026 May 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 12,727 1,055 0.02% 0.02% 563 +7,832 160.0% Q1 2026 May 01, 2026
Purus Wealth Management, LLC History Added to 12,868 1,054 0.34% 0.3% 564 +319 2.54% Q1 2026 Apr 15, 2026
RDA Financial Network History Reduced 12,833 1,052 0.26% 0.24% 565 -78 -0.6% Q1 2026 Apr 08, 2026
ROCKLAND TRUST CO History Added to 12,824 1,051 0.04% 0.03% 566 +2,715 26.86% Q1 2026 Apr 16, 2026
OKABENA INVESTMENT SERVICES INC History Added to 12,814 1,050 0.2% 0.18% 567 +316 2.53% Q1 2026 May 15, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 12,651 1,033 0.01% 0.01% 568 +162 1.3% Q1 2026 May 05, 2026
Mission Creek Capital Partners, Inc. History Added to 12,477 1,022 0.2% 0.19% 569 +353 2.91% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 12,465 1,021 0.08% 0.12% 570 -7,621 -37.94% Q1 2026 May 13, 2026
Windsor Capital Management, LLC History Reduced 12,433 1,019 0.29% 0.27% 571 -231 -1.82% Q1 2026 Apr 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 12,331 1,010 0.01% 0.01% 572 +223 1.84% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 12,909 1,002 0.02% 0.02% 573 0 0.0% Q4 2025 Feb 06, 2026
DARA CAPITAL US, INC. History No change 12,130 994 0.94% 0.83% 574 0 0.0% Q1 2026 Apr 30, 2026
Summit Trail Advisors, LLC History Added to 11,853 971 0.01% 0.02% 575 +161 1.38% Q1 2026 May 12, 2026
Investment Management Trust, LLC History New 11,843 970 0.95% 576 +11,843 New Q1 2026 Apr 24, 2026
Capital Analysts, LLC History Added to 11,781 965 0.03% 0.03% 577 +76 0.65% Q1 2026 May 14, 2026
Cullen Capital Management, LLC History Reduced 11,703 959 0.01% 0.39% 578 -449,539 -97.46% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History No change 11,662 956 0.1% 0.1% 579 0 0.0% Q1 2026 Apr 28, 2026
Savior LLC History New 11,541 946 3.38% 580 +11,541 New Q1 2026 Apr 21, 2026
REDSTONE WEALTH MANAGEMENT, LLC History Reduced 11,533 945 0.75% 0.78% 581 -1,136 -8.97% Q1 2026 Apr 16, 2026
Providence Capital Advisors, LLC History Added to 11,517 944 0.15% 0.15% 582 +315 2.81% Q1 2026 May 14, 2026
Transamerica Financial Advisors, LLC History Reduced 11,510 943 0.08% 0.18% 583 -15,640 -57.61% Q1 2026 May 15, 2026
Nikulski Financial, Inc. History Reduced 11,503 943 0.23% 0.25% 585 -1,924 -14.33% Q1 2026 May 14, 2026
Narus Financial Partners, LLC History Added to 11,509 943 0.25% 0.21% 584 +1,676 17.04% Q1 2026 Apr 21, 2026
OneAscent Financial Services LLC History New 11,408 935 0.05% 586 +11,408 New Q1 2026 Apr 21, 2026
O'ROURKE & COMPANY, Inc History Reduced 11,389 933 0.37% 0.35% 587 -307 -2.62% Q1 2026 May 14, 2026
Moors & Cabot, Inc. History Added to 11,377 932 0.04% 0.04% 588 +266 2.39% Q1 2026 May 08, 2026
HUNTINGTON NATIONAL BANK History Added to 11,342 929 0.01% 0.01% 589 +275 2.48% Q1 2026 May 15, 2026
MONETARY MANAGEMENT GROUP INC History Added to 11,310 927 0.22% 0.19% 590 +500 4.63% Q1 2026 May 13, 2026
Telos Capital Management, Inc. History Added to 11,275 924 0.09% 0.08% 591 +660 6.22% Q1 2026 Apr 16, 2026
Allworth Financial LP History Added to 11,180 916 0.0% 0.0% 592 +937 9.15% Q1 2026 May 14, 2026
Keebeck Wealth Management History No change 11,178 916 0.1% 0.1% 593 0 0.0% Q1 2026 May 14, 2026
South Shore Capital Advisors History Reduced 11,155 914 0.67% 0.65% 594 -215 -1.89% Q1 2026 Apr 28, 2026
Gradient Capital Advisors, LLC History Added to 11,055 906 0.23% 0.22% 596 +2 0.02% Q1 2026 Apr 15, 2026
Waldron Private Wealth LLC History No change 11,059 906 0.04% 0.03% 595 0 0.0% Q1 2026 Apr 10, 2026
Asset Allocation Strategies LLC History Added to 11,043 905 0.16% 0.11% 597 +3,195 40.71% Q1 2026 Apr 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 11,099 904 0.06% 0.06% 598 -117 -1.04% Q1 2026 May 01, 2026
Richard W. Paul & Associates, LLC History Reduced 10,968 899 0.3% 0.29% 599 -404 -3.55% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Added to 10,900 893 0.02% 0.02% 600 +1,150 11.79% Q1 2026 May 14, 2026
GenTrust, LLC History New 10,863 890 0.04% 601 +10,863 New Q1 2026 Apr 27, 2026
Burford Brothers, Inc. History Reduced 10,838 888 0.36% 0.39% 602 -1,392 -11.38% Q1 2026 Apr 27, 2026
PW Nova Financial Services LLC History New 10,790 884 0.22% 603 +10,790 New Q1 2026 Apr 15, 2026
Fulcrum Equity Management History New 10,783 883 0.85% 604 +10,783 New Q1 2026 Apr 02, 2026
Entelevest, LLC History Reduced 10,756 881 0.88% 1.6% 606 -9,864 -47.84% Q1 2026 May 04, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 10,750 881 0.42% 0.34% 605 -365 -3.28% Q1 2026 May 13, 2026
ARS Investment Partners, LLC History Reduced 10,660 873 0.05% 0.06% 607 -2,566 -19.4% Q1 2026 Apr 16, 2026
Arax Advisory Partners History Added to 10,644 872 0.02% 0.01% 608 +7,059 196.9% Q1 2026 May 13, 2026
FIRST MANHATTAN CO. LLC. History No change 10,559 865 0.0% 0.0% 609 0 0.0% Q1 2026 May 15, 2026
MTM Investment Management, LLC History Added to 10,483 859 0.27% 0.26% 610 +3 0.03% Q1 2026 May 06, 2026
Parallel Advisors, LLC History Added to 10,454 857 0.02% 0.0% 611 +7,457 248.82% Q1 2026 May 07, 2026
Ascentis Independent Advisors History Added to 10,413 853 0.06% 0.09% 612 +2,893 38.47% Q1 2026 Apr 28, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 10,376 850 0.64% 0.49% 613 +2,792 36.81% Q1 2026 Apr 27, 2026
Sovran Advisors, LLC History Reduced 10,090 850 0.07% 0.08% 614 -711 -6.58% Q1 2026 May 01, 2026
Rehmann Capital Advisory Group History Added to 10,363 849 0.04% 0.03% 615 +3,091 42.51% Q1 2026 May 15, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 10,329 846 0.28% 0.27% 616 -326 -3.06% Q1 2026 May 08, 2026
Bangor Savings Bank History Reduced 10,313 845 0.07% 0.07% 617 -174 -1.66% Q1 2026 Apr 01, 2026
Oakmont Advisory Group, LLC History Added to 10,276 842 0.86% 0.84% 618 +170 1.68% Q1 2026 May 12, 2026
BOKF, NA History Reduced 10,191 835 0.01% 0.01% 619 -100 -0.97% Q1 2026 May 08, 2026
Financial Engines Advisors L.L.C. History Added to 10,145 831 0.0% 0.0% 620 +68 0.67% Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Reduced 10,111 828 0.06% 0.08% 621 -3,954 -28.11% Q1 2026 Apr 14, 2026
Parkside Investments, LLC History Reduced 10,000 819 0.1% 0.2% 622 -10,000 -50.0% Q1 2026 Apr 08, 2026
K.J. Harrison & Partners Inc History New 10,000 819 0.13% 623 +10,000 New Q1 2026 Apr 28, 2026
Runnymede Capital Advisors, Inc. History New 10,000 819 0.7% 624 +10,000 New Q1 2026 Apr 13, 2026
Outlook Wealth Advisors, LLC History New 9,982 818 0.2% 625 +9,982 New Q1 2026 Apr 17, 2026
PERSONAL CFO SOLUTIONS, LLC History New 9,848 807 0.11% 626 +9,848 New Q1 2026 Apr 30, 2026
Capital Management Associates, Inc History Added to 9,784 802 0.18% 0.14% 627 +1,888 23.91% Q1 2026 Apr 22, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 9,772 801 0.07% 0.07% 628 -458 -4.48% Q1 2026 Apr 15, 2026
Jacobs Equity LLC History Reduced 9,732 797 0.71% 0.78% 629 -724 -6.92% Q1 2026 May 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,704 795 0.03% 0.02% 630 +524 5.71% Q1 2026 May 14, 2026
Capital Advisors, Ltd. LLC History Added to 9,690 794 0.09% 0.08% 631 +7 0.07% Q1 2026 Apr 16, 2026
Clark Capital Management Group, Inc. History New 9,670 792 0.0% 632 +9,670 New Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Added to 9,650 791 0.03% 0.03% 633 +127 1.33% Q1 2026 May 12, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 9,542 782 0.04% 0.04% 634 -1,819 -16.01% Q1 2026 May 07, 2026
Wealthspire Advisors, LLC History Added to 9,448 774 0.01% 0.01% 635 +961 11.32% Q1 2026 May 01, 2026
Gateway Wealth Partners, LLC History Added to 9,433 773 0.03% 0.03% 636 +5,562 143.68% Q1 2026 May 15, 2026
Gallagher Capital Advisors, LLC History Added to 9,110 769 0.52% 0.4% 637 +1,202 15.2% Q1 2026 May 05, 2026
Keystone Financial Group History Reduced 9,363 767 0.05% 0.06% 638 -687 -6.84% Q1 2026 May 13, 2026
Evanson Asset Management, LLC History Reduced 9,342 765 0.04% 0.04% 639 -333 -3.44% Q1 2026 Apr 08, 2026
Stronghold Wealth Management L.L.C. History Added to 9,338 765 1.16% 1.07% 640 +16 0.17% Q1 2026 Apr 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 7,832 758 0.01% 0.0% 641 +4,232 117.56% Q1 2026 May 08, 2026
Matthew Goff Investment Advisor, LLC History Added to 9,203 754 0.13% 0.09% 642 +2,309 33.49% Q1 2026 Apr 16, 2026
Prospera Financial Services Inc History Added to 9,170 752 0.01% 0.01% 643 +1,769 23.9% Q1 2026 Apr 14, 2026
High Point Wealth Management, LLC History Reduced 9,133 748 0.72% 0.72% 644 -772 -7.79% Q1 2026 Apr 08, 2026
Gallacher Capital Management LLC History Reduced 9,116 747 0.29% 0.49% 645 -7,178 -44.05% Q1 2026 May 05, 2026
BESSEMER GROUP INC History Added to 9,096 746 0.0% 0.0% 646 +632 7.47% Q1 2026 May 06, 2026
IFP Advisors, Inc History Added to 9,092 745 0.02% 0.02% 647 +219 2.47% Q1 2026 Apr 13, 2026
Exit Wealth Advisors, LLC. History Added to 9,080 744 0.38% 0.32% 648 +2,051 29.18% Q1 2026 May 11, 2026
SYON CAPITAL LLC History Added to 9,070 743 0.04% 0.03% 649 +329 3.76% Q1 2026 May 13, 2026
WESPAC Advisors, LLC History Added to 9,061 742 0.41% 0.22% 652 +3,885 75.06% Q1 2026 Apr 28, 2026
Chevy Chase Trust Holdings, LLC History Reduced 9,062 742 0.0% 0.0% 651 -610 -6.31% Q1 2026 May 15, 2026
Mathes Company, Inc. History No change 9,050 742 0.27% 0.25% 650 0 0.0% Q1 2026 May 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,036 740 0.04% 0.04% 653 0 0.0% Q1 2026 May 12, 2026
Audent Global Asset Management, LLC History Reduced 9,000 737 0.74% 1.04% 654 -12,078 -57.3% Q1 2026 May 06, 2026
Cascade Financial Partners, LLC History No change 9,000 737 0.08% 0.07% 655 0 0.0% Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 8,940 732 0.02% 0.02% 656 +1,960 28.08% Q1 2026 May 15, 2026
Hilltop Holdings Inc. History Reduced 8,919 731 0.07% 0.1% 657 -13,487 -60.19% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Reduced 8,969 730 0.0% 0.01% 658 -4,621 -34.0% Q1 2026 May 12, 2026
Measured Risk Portfolios, Inc. History Reduced 8,900 729 0.8% 0.69% 659 -93 -1.03% Q1 2026 May 15, 2026
Intrepid Financial Planning Group LLC History Reduced 8,892 728 0.29% 0.27% 660 -337 -3.65% Q1 2026 May 13, 2026
WJ Financial Advisors LLC History Reduced 8,796 721 0.58% 0.62% 661 -140 -1.57% Q1 2026 May 04, 2026
Greenline Partners, LLC History No change 8,756 717 0.08% 0.08% 662 0 0.0% Q1 2026 May 15, 2026
Investment Advisory Group, LLC History Reduced 8,672 710 0.18% 0.18% 663 -267 -2.99% Q1 2026 Apr 22, 2026
WEDBUSH SECURITIES INC History Reduced 8,585 704 0.02% 0.02% 664 -277 -3.13% Q1 2026 Apr 21, 2026
McGuire Investment Group, LLC History Added to 8,536 699 0.08% 0.07% 665 +48 0.57% Q1 2026 Apr 28, 2026
Bricktown Capital, LLC History No change 8,508 697 0.14% 0.11% 666 0 0.0% Q1 2026 Apr 16, 2026
PLIMOTH TRUST CO LLC History Reduced 8,498 696 0.16% 0.16% 667 -683 -7.44% Q1 2026 Apr 27, 2026
Loudon Investment Management, LLC History New 8,472 694 0.37% 668 +8,472 New Q1 2026 May 11, 2026
Hills Bank & Trust Co History Added to 8,455 693 0.03% 0.02% 669 +4,379 107.43% Q1 2026 May 01, 2026
FIDUCIARY TRUST CO History No change 8,434 691 0.01% 0.01% 670 0 0.0% Q1 2026 May 15, 2026
Stratos Wealth Advisors, LLC History Added to 8,382 687 0.04% 0.03% 671 +221 2.71% Q1 2026 Apr 28, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 8,146 668 0.01% 0.02% 672 -1,430 -14.93% Q1 2026 May 12, 2026
JFS WEALTH ADVISORS, LLC History Reduced 8,136 666 0.04% 0.04% 673 -210 -2.52% Q1 2026 Apr 20, 2026
SCS Capital Management LLC History Reduced 8,088 663 0.01% 0.01% 674 -560 -6.48% Q1 2026 May 11, 2026
OpenArc Corporate Advisory, LLC History Added to 8,026 657 0.01% 0.01% 676 +186 2.37% Q1 2026 May 11, 2026
MKT Advisors LLC History Reduced 8,093 657 0.22% 0.21% 675 -9 -0.11% Q1 2026 Apr 10, 2026
GSA CAPITAL PARTNERS LLP History Reduced 7,972 654 0.04% 0.08% 677 -4,030 -33.58% Q1 2026 May 08, 2026
Ark Wealth Advisors LLC History Reduced 7,960 652 0.65% 0.9% 678 -2,857 -26.41% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Reduced 7,821 641 0.0% 0.0% 679 -108 -1.36% Q1 2026 Apr 30, 2026
Live Oak Investment Partners History Added to 7,788 638 0.38% 0.36% 680 +249 3.3% Q1 2026 Apr 29, 2026
Roble, Belko & Company, Inc History Reduced 7,775 637 0.08% 0.09% 681 -1,155 -12.93% Q1 2026 Apr 16, 2026
MMA ASSET MANAGEMENT LLC History Added to 7,756 635 0.22% 0.21% 682 +78 1.02% Q1 2026 Apr 08, 2026
Nova Wealth Management, Inc. History Reduced 7,708 631 0.41% 0.44% 684 -566 -6.84% Q1 2026 Apr 14, 2026
One Charles Private Wealth Services, LLC History Reduced 7,708 631 0.16% 0.16% 683 -157 -2.0% Q1 2026 May 07, 2026
Cornerstone Wealth Management, LLC History Reduced 7,694 630 0.03% 0.03% 685 -387 -4.79% Q1 2026 Apr 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 7,681 629 0.01% 0.01% 686 -946 -10.97% Q1 2026 Apr 21, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 7,650 627 0.01% 0.01% 687 +2,375 45.02% Q1 2026 Apr 30, 2026
4WEALTH ADVISORS, INC. History Added to 7,666 627 0.54% 0.48% 688 +406 5.59% Q1 2026 Apr 27, 2026
Narwhal Capital Management History No change 7,580 621 0.05% 0.04% 689 0 0.0% Q1 2026 Apr 23, 2026
NBT BANK N A /NY History Reduced 7,569 620 0.04% 0.04% 690 -88 -1.15% Q1 2026 Apr 28, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 7,510 615 0.06% 0.04% 691 +1,813 31.82% Q1 2026 May 15, 2026
Roberts Wealth Advisors, LLC History Reduced 7,454 611 0.16% 0.15% 692 -52 -0.69% Q1 2026 Apr 07, 2026
MCGUIRE CAPITAL ADVISORS INC History Added to 7,430 609 0.39% 0.33% 693 +647 9.54% Q1 2026 May 14, 2026
Acropolis Investment Management, LLC History Reduced 7,420 608 0.03% 0.03% 694 -790 -9.62% Q1 2026 Apr 09, 2026
SMI Advisory Services, LLC History New 7,312 604 0.1% 696 +7,312 New Q1 2026 Apr 07, 2026
CENTAURUS FINANCIAL, INC. History Reduced 7,371 604 0.03% 0.03% 695 -596 -7.48% Q1 2026 May 18, 2026
B. Riley Wealth Advisors, Inc. History Reduced 7,375 603 0.04% 0.04% 697 -2,783 -27.4% Q1 2026 Apr 24, 2026
Fortis Advisors, LLC History New 7,342 601 0.3% 698 +7,342 New Q1 2026 May 14, 2026
Beacon Financial Advisory LLC History Added to 7,299 598 0.14% 0.13% 699 +9 0.12% Q1 2026 Apr 27, 2026
Thomasville National Bank History No change 7,653 594 0.04% 0.04% 700 0 0.0% Q4 2025 Jan 26, 2026
Brindle & Bay Financial Advisors, LLC History Added to 7,235 593 0.36% 0.21% 701 +3,143 76.81% Q1 2026 May 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 7,228 592 0.0% 0.0% 702 -9,741 -57.4% Q1 2026 May 15, 2026
Perennial Investment Advisors, LLC History Added to 7,227 592 0.05% 0.03% 703 +2,298 46.62% Q1 2026 May 15, 2026
Empirical Asset Management, LLC History Added to 7,091 581 0.15% 0.15% 705 +60 0.85% Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Added to 7,099 581 0.02% 0.02% 704 +53 0.75% Q1 2026 May 07, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 7,086 580 0.17% 0.2% 706 -1,700 -19.35% Q1 2026 May 14, 2026
Eagle Strategies LLC History Reduced 7,081 580 0.07% 0.08% 707 -1,076 -13.19% Q1 2026 Apr 20, 2026
Koshinski Asset Management, Inc. History Added to 7,062 578 0.04% 0.04% 708 +22 0.31% Q1 2026 Apr 27, 2026
Strategic Financial Concepts, LLC History New 7,045 577 0.14% 709 +7,045 New Q1 2026 May 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 7,026 575 0.01% 0.01% 711 -1,185 -14.43% Q1 2026 May 11, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 7,014 575 0.07% 0.07% 710 0 0.0% Q1 2026 May 07, 2026
Welch Group, LLC History Reduced 6,993 573 0.02% 0.26% 712 -79,682 -91.93% Q1 2026 Apr 21, 2026
FLP Wealth Management, LLC History New 6,981 572 1.18% 715 +6,981 New Q1 2026 Apr 28, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 6,983 572 0.13% 0.13% 714 -646 -8.47% Q1 2026 Apr 15, 2026
Ally Invest Advisors Inc. History Added to 6,982 572 0.04% 0.04% 713 +92 1.34% Q1 2026 May 12, 2026
Sherman Asset Management, Inc. History No change 6,904 565 0.52% 0.45% 716 0 0.0% Q1 2026 May 05, 2026
Jaffetilchin Investment Partners, LLC History Reduced 6,891 564 0.03% 0.03% 717 -784 -10.21% Q1 2026 May 13, 2026
Csenge Advisory Group History Reduced 6,887 564 0.03% 0.03% 718 -388 -5.33% Q1 2026 Apr 30, 2026
Indivisible Partners History Added to 6,723 551 0.05% 0.06% 719 +2 0.03% Q1 2026 Apr 30, 2026
Betterment LLC History Added to 6,665 546 0.0% 0.0% 720 +197 3.05% Q1 2026 May 14, 2026
Shulman DeMeo Asset Management LLC History Reduced 6,664 546 0.12% 0.12% 721 -2 -0.03% Q1 2026 Apr 09, 2026
NewEdge Wealth, LLC History Added to 6,613 542 0.01% 0.0% 722 +3,070 86.65% Q1 2026 May 13, 2026
MBA Advisors LLC History Reduced 6,533 535 0.21% 0.22% 723 -405 -5.84% Q1 2026 Apr 20, 2026
Perigon Wealth Management, LLC History Added to 6,515 534 0.01% 0.01% 724 +13 0.2% Q1 2026 Apr 10, 2026
CHICAGO TRUST Co NA History No change 6,484 531 0.08% 0.08% 725 0 0.0% Q1 2026 Apr 24, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 6,470 530 0.22% 0.2% 727 +23 0.36% Q1 2026 Apr 29, 2026
Ameritas Investment Partners, Inc. History Added to 6,470 530 0.02% 0.02% 726 +13 0.2% Q1 2026 May 13, 2026
North Star Investment Management Corp. History Added to 6,425 526 0.03% 0.03% 728 +96 1.52% Q1 2026 Apr 23, 2026
Mirae Asset Global Investments Co., Ltd. History New 6,390 523 0.0% 729 +6,390 New Q1 2026 May 04, 2026
Trust Point Inc. History Added to 6,362 521 0.05% 0.03% 730 +826 14.92% Q1 2026 Apr 15, 2026
Constitution Capital LLC History Reduced 6,329 518 0.26% 0.26% 731 -750 -10.59% Q1 2026 Apr 08, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,307 517 0.01% 0.01% 732 -330 -4.97% Q1 2026 May 13, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 6,300 516 0.46% 734 +6,300 New Q1 2026 May 13, 2026
INVESTMENT PARTNERS, LTD. History No change 6,300 516 0.18% 0.17% 733 0 0.0% Q1 2026 May 05, 2026
Spinnaker Investment Group, LLC History Reduced 6,273 514 0.1% 0.09% 735 -100 -1.57% Q1 2026 Apr 08, 2026
Fiduciary Alliance LLC History Reduced 6,322 512 0.03% 0.03% 736 -65 -1.02% Q1 2026 Apr 20, 2026
Platform Technology Partners History Reduced 6,242 511 0.1% 0.13% 737 -1,427 -18.61% Q1 2026 Apr 27, 2026
Wealthstar Advisors, LLC History Reduced 6,204 508 0.24% 0.22% 738 -294 -4.52% Q1 2026 Apr 27, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 6,195 507 0.06% 0.24% 739 -21,684 -77.78% Q1 2026 May 05, 2026
Allie Family Office LLC History Reduced 6,189 507 0.22% 0.25% 741 -840 -11.95% Q1 2026 May 13, 2026
First Citizens Financial Corp History Reduced 6,195 507 0.24% 0.24% 740 -124 -1.96% Q1 2026 Apr 07, 2026
Point Windward Advisors Inc. History Added to 6,139 503 0.25% 0.22% 742 +253 4.3% Q1 2026 Apr 09, 2026
CWA Asset Management Group, LLC History Reduced 6,135 502 0.02% 0.02% 743 -18 -0.29% Q1 2026 Apr 20, 2026
Lynx Investment Advisory History Added to 6,088 499 0.24% 0.25% 744 +69 1.15% Q1 2026 Apr 24, 2026
Florida Trust Wealth Management Co History No change 6,069 497 0.01% 0.01% 745 0 0.0% Q1 2026 May 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 6,060 496 0.12% 0.12% 746 +2 0.03% Q1 2026 Apr 28, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 6,024 493 0.24% 0.22% 747 -223 -3.57% Q1 2026 Apr 27, 2026
CVS HEALTH Corp History New 6,000 491 0.23% 748 +6,000 New Q1 2026 May 07, 2026
Bramshill Investments, LLC History New 6,000 491 0.04% 749 +6,000 New Q1 2026 May 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 5,936 486 0.1% 0.13% 750 -2,787 -31.95% Q1 2026 Apr 20, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 5,925 485 0.46% 0.42% 751 0 0.0% Q1 2026 May 15, 2026
Dougherty Wealth Advisers LLC History No change 5,882 482 0.31% 0.26% 752 0 0.0% Q1 2026 Apr 21, 2026
City Center Advisors, LLC History New 5,861 480 0.44% 753 +5,861 New Q1 2026 Apr 07, 2026
KG Capital Management History Reduced 5,844 479 0.34% 0.13% 754 -954 -14.03% Q1 2026 Apr 22, 2026
Allen Investment Management, LLC History No change 5,813 476 0.01% 0.0% 755 0 0.0% Q1 2026 May 07, 2026
Soltis Investment Advisors LLC History Reduced 5,755 471 0.03% 0.03% 756 -1,043 -15.34% Q1 2026 Apr 27, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 4,320 470 0.31% 0.29% 757 0 0.0% Q1 2026 Apr 16, 2026
SURIENCE PRIVATE WEALTH LLC History New 5,722 469 0.5% 758 +5,722 New Q1 2026 Apr 20, 2026
Fjell Capital, LLC History Added to 5,715 468 0.36% 0.33% 759 +119 2.13% Q1 2026 Apr 15, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 5,700 467 0.01% 0.27% 760 -331,000 -98.31% Q1 2026 May 05, 2026
Keel Point, LLC History No change 5,904 458 0.03% 0.03% 761 0 0.0% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Reduced 5,533 453 0.02% 0.1% 762 -35,097 -86.38% Q1 2026 May 13, 2026
SMITH, MOORE & CO. History Added to 5,499 450 0.03% 0.03% 763 +401 7.87% Q1 2026 May 05, 2026
Financial Partners Group, Inc History Added to 5,497 450 0.05% 0.05% 764 +11 0.2% Q1 2026 Apr 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 5,488 449 0.11% 0.14% 765 -15 -0.27% Q1 2026 May 08, 2026
Grantvest Financial Group LLC History Reduced 5,330 436 0.28% 0.3% 766 -736 -12.13% Q1 2026 May 11, 2026
LongView Wealth Management History Added to 5,347 435 0.11% 0.1% 767 +7 0.13% Q1 2026 Apr 15, 2026
VCI Wealth Management LLC History Added to 5,300 434 0.12% 0.07% 770 +1,877 54.83% Q1 2026 Apr 21, 2026
Hyundai Investments Co., Ltd. History Added to 5,308 434 0.49% 0.33% 769 +967 22.28% Q1 2026 May 15, 2026
Rothschild Wealth LLC History Reduced 5,301 434 0.04% 0.04% 768 -33 -0.62% Q1 2026 May 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,289 433 0.03% 0.03% 771 -384 -6.77% Q1 2026 Apr 13, 2026
Cornerstone Wealth Group, LLC History Reduced 5,227 427 0.03% 0.04% 772 -3,156 -37.65% Q1 2026 Apr 22, 2026
CDKV HOLDINGS LLC History Added to 5,207 426 0.37% 0.34% 773 +23 0.44% Q1 2026 May 01, 2026
Rockingstone Advisors LLC History Reduced 5,186 425 0.19% 0.18% 774 -15 -0.29% Q1 2026 Apr 09, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 5,150 422 0.2% 0.2% 775 -210 -3.92% Q1 2026 May 07, 2026
Snowden Capital Advisors LLC History Reduced 5,145 421 0.01% 0.01% 776 -85 -1.63% Q1 2026 May 14, 2026
One Capital Management, LLC History Added to 5,100 418 0.01% 0.01% 778 +808 18.83% Q1 2026 May 12, 2026
ROMANO BROTHERS AND COMPANY History Reduced 5,100 418 0.05% 0.05% 777 -325 -5.99% Q1 2026 Apr 21, 2026
EVOKE WEALTH, LLC History Added to 5,095 417 0.01% 0.01% 781 +808 18.85% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 5,090 417 0.0% 0.0% 780 -775 -13.21% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 5,079 417 0.01% 0.01% 779 +244 5.05% Q1 2026 May 04, 2026
Palumbo Wealth Management LLC History Reduced 5,078 416 0.1% 0.13% 783 -1,711 -25.2% Q1 2026 May 12, 2026
SHUFRO ROSE & CO LLC History No change 5,085 416 0.03% 0.03% 782 0 0.0% Q1 2026 May 15, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 5,065 415 0.04% 0.04% 784 -977 -16.17% Q1 2026 May 06, 2026
Optiver Holding B.V. History Added to 5,060 414 0.0% 786 +5,050 50500.0% Q1 2026 May 15, 2026
Vident Advisory, LLC History Reduced 5,051 414 0.0% 0.0% 785 -1,383 -21.5% Q1 2026 May 14, 2026
Premier Private Wealth Management LLC History Reduced 5,060 414 0.44% 0.46% 787 -200 -3.8% Q1 2026 May 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 5,040 413 0.04% 0.04% 788 -105 -2.04% Q1 2026 Apr 22, 2026
Phillips Wealth Planners LLC History Reduced 4,941 411 0.31% 0.7% 790 -5,658 -53.38% Q1 2026 May 14, 2026
NorthRock Partners, LLC History Added to 5,014 411 0.01% 0.01% 789 +73 1.48% Q1 2026 May 15, 2026
Portfolio Resources Advisor Group, Inc. History Added to 4,999 409 0.41% 0.39% 791 +20 0.4% Q1 2026 Apr 14, 2026
NFSG Corp History Added to 4,977 407 0.07% 0.02% 792 +3,383 212.23% Q1 2026 May 05, 2026
MSH Capital Advisors LLC History Reduced 4,973 407 0.09% 0.08% 793 -110 -2.16% Q1 2026 May 08, 2026
APPLETON PARTNERS INC/MA History Reduced 4,938 405 0.03% 0.03% 794 -476 -8.79% Q1 2026 Apr 28, 2026
Klingman & Associates, LLC History Reduced 4,947 405 0.02% 0.02% 795 -177 -3.45% Q1 2026 May 14, 2026
Ring Mountain Capital, LLC History Reduced 4,924 404 0.22% 0.22% 796 -322 -6.14% Q1 2026 Apr 30, 2026
Apollon Wealth Management, LLC History Added to 4,891 400 0.01% 0.01% 798 +309 6.74% Q1 2026 Apr 22, 2026
CAPITAL ADVISORS INC/OK History No change 4,884 400 0.01% 0.01% 797 0 0.0% Q1 2026 Apr 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 4,869 399 0.01% 0.01% 799 -525 -9.73% Q1 2026 Apr 15, 2026
Ascent Group, LLC History Reduced 4,857 398 0.01% 0.02% 801 -2,130 -30.49% Q1 2026 May 15, 2026
SL ADVISORS, LLC History Added to 4,860 398 0.67% 0.77% 800 +2 0.04% Q1 2026 Apr 15, 2026
Elevation Advisory Partners LLC History New 4,776 397 0.37% 803 +4,776 New Q1 2026 May 08, 2026
THOMPSON DAVIS & CO., INC. History Reduced 4,849 397 0.26% 0.25% 802 -545 -10.1% Q1 2026 Apr 16, 2026
Israel Discount Bank of New York History Reduced 4,821 395 0.87% 1.15% 804 -620 -11.39% Q1 2026 Apr 06, 2026
MLP3, LLC History Reduced 4,802 393 0.43% 0.48% 805 -885 -15.56% Q1 2026 Apr 13, 2026
Occidental Asset Management, LLC History Reduced 4,775 391 0.05% 0.07% 806 -2,896 -37.75% Q1 2026 Apr 15, 2026
STOCK YARDS BANK & TRUST CO History Added to 4,759 390 0.01% 0.01% 807 +1,069 28.97% Q1 2026 Apr 24, 2026
Lodestone Wealth Management LLC History Added to 4,755 389 0.15% 0.14% 809 +427 9.87% Q1 2026 May 01, 2026
Certified Advisory Corp History Added to 4,749 389 0.03% 0.03% 808 +170 3.71% Q1 2026 Apr 17, 2026
TRUST CO OF OKLAHOMA History Added to 4,732 387 0.11% 0.07% 811 +1,508 46.77% Q1 2026 Apr 20, 2026
BAILARD, INC. History Reduced 4,727 387 0.01% 0.01% 810 -1,113 -19.06% Q1 2026 May 11, 2026
FineMark National Bank & Trust History No change 4,989 387 0.01% 0.01% 812 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,721 387 0.04% 0.04% 813 0 0.0% Q1 2026 May 11, 2026
SWMG, LLC History Added to 4,711 386 0.11% 0.11% 814 +137 3.0% Q1 2026 Apr 24, 2026
Empower Advisory Group, LLC History New 4,625 379 0.0% 815 +4,625 New Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 4,621 378 0.01% 0.01% 816 +681 17.28% Q1 2026 Apr 27, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 4,644 378 0.21% 0.22% 817 +19 0.41% Q1 2026 Apr 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,598 376 0.0% 0.0% 818 +51 1.12% Q1 2026 May 12, 2026
Fortis Group Advisors, LLC History Reduced 4,452 375 0.06% 0.15% 819 -6,034 -57.54% Q1 2026 May 08, 2026
Axim Planning & Wealth History Reduced 4,584 375 0.45% 0.46% 820 -1,055 -18.71% Q1 2026 May 14, 2026
FIRST NATIONAL TRUST CO History Reduced 4,554 373 0.01% 0.01% 821 -696 -13.26% Q1 2026 May 07, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 4,544 372 0.01% 0.01% 822 -964 -17.5% Q1 2026 May 15, 2026
Quadcap Wealth Management, LLC History Reduced 4,532 371 0.04% 0.04% 823 -11 -0.24% Q1 2026 May 15, 2026
Blue Chip Partners, LLC History Reduced 4,502 369 0.03% 0.05% 825 -5,204 -53.62% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Reduced 4,505 369 0.01% 0.01% 824 -319 -6.61% Q1 2026 May 13, 2026
D.B. Root & Company, LLC History Reduced 4,492 368 0.09% 0.12% 826 -1,978 -30.57% Q1 2026 May 12, 2026
Balboa Wealth Partners History Added to 4,467 366 0.06% 0.05% 827 +191 4.47% Q1 2026 Apr 16, 2026
AdvisorNet Financial, Inc History Added to 4,444 364 0.02% 0.01% 828 +1,005 29.22% Q1 2026 Apr 17, 2026
Orion Porfolio Solutions, LLC History Reduced 4,412 361 0.0% 0.01% 829 -8,200 -65.02% Q1 2026 May 13, 2026
Clear Creek Financial Management, LLC History Reduced 4,416 361 0.03% 0.03% 831 -724 -14.09% Q1 2026 Apr 22, 2026
Quadrant Private Wealth Management, LLC History Reduced 4,415 361 0.06% 0.06% 830 -59 -1.32% Q1 2026 May 06, 2026
United Advisor Group, LLC History Added to 4,392 360 0.04% 0.04% 832 +240 5.78% Q1 2026 Apr 17, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 4,378 358 0.01% 0.01% 833 +204 4.89% Q1 2026 Apr 15, 2026
Hopwood Financial Services, Inc. History No change 4,367 358 0.24% 0.24% 834 0 0.0% Q1 2026 May 07, 2026
Buck Wealth Strategies, LLC History Reduced 4,337 355 0.04% 0.05% 835 -347 -7.41% Q1 2026 May 08, 2026
RWA WEALTH PARTNERS, LLC History Reduced 4,320 354 0.0% 0.0% 836 -180 -4.0% Q1 2026 May 13, 2026
F/m Investments LLC History Added to 4,316 353 0.02% 0.01% 837 +530 14.0% Q1 2026 May 11, 2026
POTENTIA WEALTH History No change 4,307 353 0.14% 0.12% 838 0 0.0% Q1 2026 May 11, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 4,285 351 0.11% 840 +4,285 New Q1 2026 Apr 24, 2026
Northstar Financial Companies, Inc. History Reduced 4,284 351 0.28% 0.29% 839 -375 -8.05% Q1 2026 May 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 4,235 347 0.01% 0.01% 841 -2,141 -33.58% Q1 2026 May 05, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 4,198 344 0.08% 0.08% 842 -252 -5.66% Q1 2026 Apr 16, 2026
Capital Square, LLC History Added to 4,100 341 0.16% 0.12% 843 +1,137 38.37% Q1 2026 May 11, 2026
Murphy & Mullick Capital Management Corp History Added to 4,171 341 0.25% 0.19% 844 +701 20.2% Q1 2026 Apr 17, 2026
Acorns Advisers, LLC History Added to 4,111 337 0.0% 0.0% 846 +648 18.71% Q1 2026 May 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Reduced 4,121 337 0.03% 0.03% 845 -80 -1.9% Q1 2026 May 05, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 4,095 335 0.06% 0.06% 847 -9 -0.22% Q1 2026 Apr 15, 2026
1ST SOURCE BANK History New 4,081 334 0.02% 849 +4,081 New Q1 2026 May 04, 2026
M.E. ALLISON & CO., INC. History Added to 4,080 334 0.22% 0.21% 848 +96 2.41% Q1 2026 Apr 08, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History New 4,050 332 0.06% 850 +4,050 New Q1 2026 Apr 28, 2026
WEALTH EFFECTS LLC History Added to 4,045 331 0.12% 0.09% 851 +197 5.12% Q1 2026 Apr 21, 2026
Peoples Bank/KS History No change 4,046 331 0.33% 0.32% 852 0 0.0% Q1 2026 Apr 15, 2026
Cypress Wealth Services, LLC History Added to 4,012 328 0.05% 0.04% 853 +2 0.05% Q1 2026 Apr 15, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,000 327 0.06% 0.06% 854 0 0.0% Q1 2026 May 15, 2026
LFA - Lugano Financial Advisors SA History No change 4,000 327 0.17% 0.16% 855 0 0.0% Q1 2026 May 05, 2026
LYNCH & ASSOCIATES/IN History No change 3,982 326 0.06% 0.06% 856 0 0.0% Q1 2026 Apr 08, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,984 326 0.12% 0.12% 857 0 0.0% Q1 2026 May 14, 2026
SOA Wealth Advisors, LLC. History Added to 3,964 324 0.06% 0.05% 858 +22 0.56% Q1 2026 May 20, 2026
Accel Wealth Management History Added to 3,951 323 0.08% 0.08% 859 +151 3.97% Q1 2026 Apr 08, 2026
First National Bank of Hutchinson History Reduced 3,937 322 0.21% 0.28% 861 -2,245 -36.32% Q1 2026 May 04, 2026
HOWE & RUSLING INC History Added to 3,936 322 0.02% 0.02% 860 +346 9.64% Q1 2026 Apr 28, 2026
JB Capital LLC History Reduced 3,919 321 0.01% 0.01% 862 -748 -16.03% Q1 2026 Apr 27, 2026
Argent Trust Co History Reduced 3,915 320 0.01% 0.01% 863 -240 -5.78% Q1 2026 May 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 3,900 319 0.02% 864 +3,900 New Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History Reduced 3,886 318 0.0% 0.0% 866 -299 -7.14% Q1 2026 May 11, 2026
REGIONS FINANCIAL CORP History Added to 3,888 318 0.0% 0.0% 865 +138 3.68% Q1 2026 May 05, 2026
Gerald Baker Financial Group LLC History New 3,875 317 0.1% 867 +3,875 New Q1 2026 May 06, 2026
Mainstream Capital Management LLC History No change 3,851 315 0.21% 0.2% 868 0 0.0% Q1 2026 Apr 17, 2026
Tolleson Wealth Management, Inc. History No change 4,053 314 0.05% 0.05% 869 0 0.0% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History No change 3,839 314 0.04% 0.04% 870 0 0.0% Q1 2026 May 15, 2026
Strait & Sound Wealth Management LLC History New 3,820 313 0.12% 876 +3,820 New Q1 2026 May 18, 2026
PRIVATE TRUST CO NA History Reduced 3,826 313 0.03% 0.03% 871 -284 -6.91% Q1 2026 Apr 30, 2026
VSM Wealth Advisory, LLC History Added to 3,830 313 0.09% 0.08% 875 +204 5.63% Q1 2026 May 05, 2026
Visionary Wealth Advisors History Reduced 3,825 313 0.01% 0.01% 874 -36 -0.93% Q1 2026 May 13, 2026
YHB Investment Advisors, Inc. History Reduced 3,826 313 0.02% 0.02% 872 -14 -0.36% Q1 2026 Apr 10, 2026
HT Partners LLC History No change 3,824 313 0.09% 0.09% 873 0 0.0% Q1 2026 Apr 10, 2026
AlphaStar Capital Management, LLC History New 3,810 312 0.02% 878 +3,810 New Q1 2026 Apr 15, 2026
Tannin Capital LLC History Reduced 3,808 312 0.23% 0.37% 877 -1,471 -27.87% Q1 2026 May 12, 2026
SIMON QUICK ADVISORS, LLC History Added to 3,801 311 0.01% 0.01% 879 +582 18.08% Q1 2026 May 06, 2026
Leo Wealth, LLC History Added to 3,766 308 0.02% 0.02% 880 +365 10.73% Q1 2026 May 05, 2026
Elm Partners Management LLC History Added to 3,758 307 0.01% 0.01% 881 +60 1.62% Q1 2026 May 13, 2026
Canton Hathaway, LLC History Added to 3,740 306 0.06% 0.0% 884 +3,455 1212.28% Q1 2026 Apr 24, 2026
BROWN ADVISORY INC History Reduced 3,733 306 0.0% 0.0% 882 -607 -13.99% Q1 2026 May 15, 2026
Smith Salley Wealth Management History Reduced 3,743 306 0.02% 0.01% 883 -25 -0.66% Q1 2026 Apr 16, 2026
Costello Asset Management, INC History Reduced 3,727 305 0.11% 0.1% 885 -268 -6.71% Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History Reduced 3,717 304 0.01% 0.01% 886 -387 -9.43% Q1 2026 May 04, 2026
MBE Wealth Management, LLC History New 3,665 300 0.12% 888 +3,665 New Q1 2026 Apr 21, 2026
Plan Group Financial, LLC History Added to 3,667 300 0.07% 0.07% 887 +57 1.58% Q1 2026 Apr 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 3,622 296 0.06% 0.06% 889 -400 -9.95% Q1 2026 May 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 3,596 294 0.01% 0.02% 890 -1,536 -29.93% Q1 2026 Apr 28, 2026
St. Johns Investment Management Company, LLC History Added to 3,577 293 0.12% 0.12% 891 +2 0.06% Q1 2026 Apr 28, 2026
Meridian Wealth Advisors, LLC History No change 3,580 293 0.04% 0.04% 892 0 0.0% Q1 2026 May 11, 2026
KKM Financial LLC History No change 3,739 290 0.05% 0.05% 893 0 0.0% Q1 2026 May 15, 2026
Tyche Wealth Partners LLC History Added to 3,515 288 0.04% 0.04% 895 +32 0.92% Q1 2026 May 06, 2026
Ipsen Advisor Group LLC History No change 3,716 288 0.2% 0.2% 894 0 0.0% Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History New 3,498 286 0.0% 896 +3,498 New Q1 2026 Apr 27, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 3,443 282 0.02% 0.01% 897 +211 6.53% Q1 2026 Apr 17, 2026
Confluence Wealth Services, Inc. History Reduced 3,434 281 0.01% 0.01% 898 -95 -2.69% Q1 2026 May 07, 2026
WARNER FINANCIAL, INC History No change 3,413 280 0.1% 0.09% 899 0 0.0% Q1 2026 Apr 08, 2026
Joseph P. Lucia & Associates, LLC History No change 3,359 275 0.1% 0.09% 900 0 0.0% Q1 2026 May 14, 2026
Montecito Bank & Trust History Reduced 3,345 274 0.05% 0.04% 901 -267 -7.39% Q1 2026 Apr 16, 2026
Modern Wealth Management, LLC History Reduced 3,364 273 0.0% 0.0% 903 -2 -0.06% Q1 2026 May 14, 2026
Farmers National Bank History No change 3,515 273 0.06% 0.06% 902 0 0.0% Q4 2025 Mar 12, 2026
Castle Rock Wealth Management, LLC History Added to 3,325 272 0.06% 0.06% 904 +20 0.61% Q1 2026 Apr 08, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 3,300 270 0.06% 0.05% 905 0 0.0% Q1 2026 May 11, 2026
Gotham Asset Management, LLC History New 3,287 269 0.0% 906 +3,287 New Q1 2026 May 15, 2026
Auour Investments LLC History Added to 3,265 267 0.08% 0.07% 907 +267 8.91% Q1 2026 Apr 20, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,245 266 0.0% 0.0% 909 -14 -0.43% Q1 2026 May 07, 2026
Southeast Asset Advisors, LLC History No change 3,250 266 0.03% 0.02% 908 0 0.0% Q1 2026 May 13, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 3,241 265 0.12% 0.14% 912 -700 -17.76% Q1 2026 Apr 24, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 3,237 265 0.04% 0.04% 910 -509 -13.59% Q1 2026 May 07, 2026
Key Client Fiduciary Advisors, LLC History Reduced 3,240 265 0.09% 0.09% 911 -40 -1.22% Q1 2026 Apr 09, 2026
Interchange Capital Partners, LLC History Reduced 3,236 264 0.08% 0.07% 913 -1,440 -30.8% Q1 2026 Apr 23, 2026
VestGen Advisors, LLC History New 3,121 263 0.01% 917 +3,121 New Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 3,213 263 0.0% 0.0% 914 +64 2.03% Q1 2026 May 14, 2026
Canvas Wealth Advisors, LLC History Added to 3,210 263 0.04% 0.04% 916 +25 0.78% Q1 2026 Apr 28, 2026
Birchcreek Wealth Management, LLC History No change 3,209 263 0.13% 0.12% 915 0 0.0% Q1 2026 May 08, 2026
One Day In July LLC History Added to 3,206 262 0.02% 0.02% 918 +49 1.55% Q1 2026 May 05, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History New 3,164 259 0.02% 922 +3,164 New Q1 2026 May 11, 2026
Family Investment Center, Inc. History Reduced 3,160 259 0.05% 0.05% 921 -4 -0.13% Q1 2026 Apr 24, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 3,169 259 0.13% 0.12% 919 0 0.0% Q1 2026 Apr 22, 2026
Strategic Blueprint, LLC History No change 3,170 259 0.02% 0.01% 920 0 0.0% Q1 2026 Apr 29, 2026
OneDigital Investment Advisors LLC History Added to 3,153 258 0.0% 0.0% 923 +208 7.06% Q1 2026 May 08, 2026
SeaCrest Wealth Management, LLC History Added to 3,135 257 0.03% 0.02% 924 +1 0.03% Q1 2026 Apr 15, 2026
Claro Advisors Inc. History New 3,118 255 0.03% 926 +3,118 New Q1 2026 Apr 21, 2026
Litman Gregory Wealth Management LLC History No change 3,288 255 0.02% 0.02% 925 0 0.0% Q4 2025 Feb 12, 2026
Aurora Private Wealth, Inc. History Reduced 3,115 254 0.18% 0.17% 927 -258 -7.65% Q1 2026 Apr 16, 2026
WAYSTONE ADVISORS LLC History Reduced 3,107 254 0.23% 0.22% 928 -188 -5.71% Q1 2026 Apr 16, 2026
Sava Infond d.o.o. History Reduced 3,095 253 0.04% 0.04% 930 -400 -11.44% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 3,091 253 0.01% 0.01% 929 -42 -1.34% Q1 2026 May 11, 2026
Waterloo Capital, L.P. History Reduced 3,065 251 0.02% 0.02% 931 -368 -10.72% Q1 2026 May 12, 2026
Retirement Planning Co of New England, Inc. History Reduced 3,068 251 0.1% 0.1% 932 -2 -0.07% Q1 2026 May 08, 2026
Tempo Wealth, LLC History New 3,026 248 0.04% 935 +3,026 New Q1 2026 May 14, 2026
Chatterton & Associates Inc. History New 2,973 248 0.17% 934 +2,973 New Q1 2026 Apr 20, 2026
Cherry Tree Wealth Management, LLC History Added to 3,026 248 0.05% 0.04% 933 +652 27.46% Q1 2026 May 05, 2026
VESTOR CAPITAL, LLC History Reduced 3,017 247 0.02% 0.01% 936 -2,960 -49.52% Q1 2026 May 21, 2026
Rossby Financial, LCC History Added to 3,037 247 0.05% 0.06% 938 +640 26.7% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Reduced 3,040 247 0.01% 0.01% 937 -43 -1.39% Q1 2026 Apr 27, 2026
Hexagon Capital Partners LLC History New 3,010 246 0.04% 940 +3,010 New Q1 2026 May 04, 2026
Astra Wealth Partners LLC History Added to 3,003 246 0.15% 0.13% 939 +78 2.67% Q1 2026 May 06, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,000 245 0.01% 0.01% 941 0 0.0% Q1 2026 May 08, 2026
GPS Wealth Strategies Group, LLC History No change 3,155 245 0.21% 0.21% 942 0 0.0% Q4 2025 Feb 06, 2026
Brand Asset Management Group, Inc. History No change 3,000 245 0.06% 0.07% 943 0 0.0% Q1 2026 May 11, 2026
Tacita Capital Inc History No change 3,000 245 0.15% 0.13% 944 0 0.0% Q1 2026 May 07, 2026
Clear Retirement Advice LLC History No change 3,000 245 0.19% 0.2% 945 0 0.0% Q1 2026 Apr 28, 2026
ARRIEN INVESTMENTS, INC. History Reduced 2,981 244 0.13% 0.13% 947 -77 -2.52% Q1 2026 Apr 27, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,986 244 0.0% 0.0% 946 0 0.0% Q1 2026 May 15, 2026
ARROW FINANCIAL CORP History No change 2,956 242 0.02% 0.02% 948 0 0.0% Q1 2026 May 11, 2026
Hardy Reed LLC History No change 2,956 242 0.02% 0.02% 949 0 0.0% Q1 2026 Apr 28, 2026
Savant Capital, LLC History New 2,948 241 0.0% 952 +2,948 New Q1 2026 May 04, 2026
Kagan Cocozza Asset Management History Reduced 2,944 241 0.17% 0.21% 951 -922 -23.85% Q1 2026 Apr 23, 2026
WASHINGTON TRUST Co History Reduced 2,948 241 0.01% 0.01% 950 -658 -18.25% Q1 2026 Apr 06, 2026
Balefire, LLC History Reduced 2,935 240 0.05% 0.07% 954 -1,882 -39.07% Q1 2026 May 07, 2026
Sharkey, Howes & Javer History No change 2,931 240 0.03% 0.03% 953 0 0.0% Q1 2026 Apr 08, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,922 239 0.0% 0.01% 955 -665 -18.54% Q1 2026 Apr 21, 2026
Maltin Wealth Management, Inc. History Added to 2,917 239 0.09% 0.09% 956 +13 0.45% Q1 2026 Apr 21, 2026
WealthBridge Capital Management, LLC History Added to 2,920 239 0.06% 0.05% 957 +1 0.03% Q1 2026 Apr 17, 2026
Destiny Wealth Partners, LLC History No change 2,926 239 0.03% 0.03% 958 0 0.0% Q1 2026 May 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 2,905 238 0.0% 0.0% 959 -1,390 -32.36% Q1 2026 May 12, 2026
LYELL WEALTH MANAGEMENT, LP History No change 2,902 237 0.02% 0.02% 960 0 0.0% Q1 2026 May 07, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History New 2,858 234 0.03% 962 +2,858 New Q1 2026 May 01, 2026
Arkos Global Advisors History New 2,851 234 0.03% 961 +2,851 New Q1 2026 May 13, 2026
Capstone Financial Advisors, Inc. History Reduced 2,836 232 0.01% 0.01% 964 -45 -1.56% Q1 2026 May 15, 2026
DEARBORN PARTNERS LLC History No change 2,839 232 0.01% 0.01% 963 0 0.0% Q1 2026 May 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,819 231 0.01% 0.01% 965 0 0.0% Q1 2026 May 04, 2026
BCS Wealth Management History Reduced 2,807 230 0.05% 0.04% 967 -2,807 -50.0% Q1 2026 Apr 17, 2026
Legacy Private Trust Co. History Reduced 2,806 230 0.01% 0.01% 966 -150 -5.07% Q1 2026 Apr 07, 2026
Odyssey Capital Advisors, Inc. History Added to 2,794 229 0.21% 0.19% 968 +9 0.32% Q1 2026 Apr 29, 2026
Stack Financial Management, Inc History Reduced 2,793 228 0.02% 0.02% 969 -552 -16.5% Q1 2026 May 04, 2026
Clearstead Advisors, LLC History Added to 2,769 227 0.0% 0.0% 970 +2,009 264.34% Q1 2026 May 06, 2026
Commonwealth Financial Services, LLC History Added to 2,775 227 0.04% 0.04% 971 +5 0.18% Q1 2026 May 07, 2026
BIP Wealth, LLC History New 2,753 225 0.01% 975 +2,753 New Q1 2026 Apr 27, 2026
Joel Isaacson & Co., LLC History Reduced 2,752 225 0.01% 0.01% 972 -214 -7.22% Q1 2026 Apr 22, 2026
Frisch Financial Group, Inc. History Reduced 2,752 225 0.05% 0.05% 973 -58 -2.06% Q1 2026 May 05, 2026
XY Planning Network, Inc. History Added to 2,765 225 0.04% 0.04% 974 +1 0.04% Q1 2026 Apr 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 2,735 224 0.03% 976 +2,735 New Q1 2026 Apr 21, 2026
FIRST FOUNDATION ADVISORS History New 2,716 222 0.01% 977 +2,716 New Q1 2026 May 04, 2026
Purewater Capital LLC History New 2,698 221 0.21% 981 +2,698 New Q1 2026 May 14, 2026
Dynamic Wealth Strategies, LLC History Added to 2,698 221 0.13% 0.06% 979 +1,300 92.99% Q1 2026 May 13, 2026
BALANCED WEALTH GROUP LLC History Reduced 2,701 221 0.08% 0.1% 980 -750 -21.73% Q1 2026 Apr 23, 2026
Raab & Moskowitz Asset Management LLC History Reduced 2,701 221 0.05% 0.05% 978 -74 -2.67% Q1 2026 May 21, 2026
USA FINANCIAL FORMULAS History New 2,692 220 0.04% 983 +2,692 New Q1 2026 Apr 14, 2026
Institute for Wealth Management, LLC. History New 2,685 220 0.02% 982 +2,685 New Q1 2026 May 13, 2026
Friday Financial History No change 2,650 217 0.07% 0.07% 984 0 0.0% Q1 2026 Apr 16, 2026
Encompass More Asset Management History Reduced 2,626 215 0.04% 0.18% 985 -9,747 -78.78% Q1 2026 Apr 28, 2026
Capital CS Group, LLC History New 2,615 214 0.44% 986 +2,615 New Q1 2026 May 13, 2026
BTG Pactual Asset Management US LLC History New 2,600 213 0.02% 989 +2,600 New Q1 2026 May 14, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 2,605 213 0.01% 0.01% 987 -130 -4.75% Q1 2026 May 11, 2026
BURKE & HERBERT BANK & TRUST CO History No change 2,610 213 0.06% 0.06% 988 0 0.0% Q1 2026 May 08, 2026
Summit Wealth Partners, LLC History New 2,586 212 0.03% 990 +2,586 New Q1 2026 Apr 17, 2026
LPWM LLC History New 2,548 208 0.05% 991 +2,548 New Q1 2026 Apr 08, 2026
Rede Wealth, LLC History New 2,546 208 0.07% 992 +2,546 New Q1 2026 Apr 10, 2026
Global View Capital Management LLC History Reduced 2,532 207 0.05% 0.08% 993 -3,024 -54.43% Q1 2026 May 04, 2026
Gallagher Fiduciary Advisors, LLC History New 2,532 207 0.01% 994 +2,532 New Q1 2026 May 15, 2026
Lifeworks Advisors, LLC History Reduced 2,524 206 0.03% 0.03% 995 -876 -25.76% Q1 2026 May 04, 2026
WHITTIER TRUST CO History Reduced 2,482 205 0.0% 0.01% 996 -3,757 -60.22% Q1 2026 Apr 28, 2026
PETRA FINANCIAL ADVISORS INC History New 2,512 205 0.13% 997 +2,512 New Q1 2026 May 13, 2026
Americana Partners, LLC History New 2,479 203 0.01% 1000 +2,479 New Q1 2026 May 12, 2026
Goelzer Investment Management, Inc. History Reduced 2,477 203 0.01% 0.01% 998 -148 -5.64% Q1 2026 Apr 09, 2026
Y.D. More Investments Ltd History Reduced 2,490 203 0.01% 0.01% 999 -30 -1.19% Q1 2026 May 04, 2026
Bulwark Capital Corp History No change 2,471 202 0.12% 0.14% 1001 0 0.0% Q1 2026 Apr 07, 2026
Cassaday & Co Wealth Management LLC History New 2,369 194 0.0% 1002 +2,369 New Q1 2026 May 07, 2026
Dunhill Financial, LLC History Added to 2,362 193 0.05% 0.04% 1003 +6 0.25% Q1 2026 May 06, 2026
Blue Trust, Inc. History Reduced 2,306 189 0.0% 0.0% 1005 -2,215 -48.99% Q1 2026 Apr 20, 2026
Community Bank, N.A. History No change 2,315 189 0.02% 0.02% 1004 0 0.0% Q1 2026 May 12, 2026
PROFFITT & GOODSON INC History Reduced 2,299 188 0.03% 0.03% 1006 -57 -2.42% Q1 2026 May 06, 2026
NVWM, LLC History Added to 2,270 186 0.04% 0.04% 1007 +82 3.75% Q1 2026 Apr 27, 2026
River Street Advisors LLC History Reduced 2,245 184 0.06% 0.07% 1008 -147 -6.15% Q1 2026 Apr 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,354 182 0.05% 0.05% 1009 0 0.0% Q4 2025 Feb 05, 2026
Triumph Capital Management History Reduced 2,207 180 0.04% 1.04% 1010 -59,800 -96.44% Q1 2026 May 13, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 2,100 172 0.02% 0.02% 1011 -124 -5.58% Q1 2026 Apr 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 1,980 162 0.01% 0.01% 1012 -1,375 -40.98% Q1 2026 May 06, 2026
TD Capital Management LLC History Added to 1,924 157 0.01% 0.01% 1013 +2 0.1% Q1 2026 May 11, 2026
Activest Wealth Management History Reduced 1,926 157 0.03% 0.03% 1014 -1 -0.05% Q1 2026 Apr 15, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 1,885 154 0.0% 0.0% 1015 +1,091 137.41% Q1 2026 May 14, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 1,854 151 0.01% 0.05% 1016 -6,202 -76.99% Q1 2026 Apr 27, 2026
True Link Financial Advisors, LLC History New 1,854 151 0.01% 1017 +1,854 New Q1 2026 Apr 29, 2026
SouthState Bank Corp History Added to 1,816 148 0.01% 0.01% 1018 +25 1.4% Q1 2026 May 05, 2026
Private Wealth Asset Management, LLC History Reduced 1,817 148 0.02% 0.02% 1019 -11 -0.6% Q1 2026 May 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 1,801 147 0.01% 0.01% 1020 -500 -21.73% Q1 2026 May 06, 2026
Ancora Advisors LLC History No change 1,790 146 0.0% 0.0% 1021 0 0.0% Q1 2026 May 15, 2026
TSFG, LLC History Reduced 1,754 144 0.02% 0.02% 1022 -4 -0.23% Q1 2026 Apr 27, 2026
Financial Perspectives, Inc History No change 1,764 144 0.04% 0.04% 1023 0 0.0% Q1 2026 May 11, 2026
EPG Wealth Management LLC History Added to 1,756 143 0.04% 0.04% 1024 +6 0.34% Q1 2026 May 07, 2026
Caldwell Trust Co History Added to 1,735 142 0.01% 0.01% 1026 +124 7.7% Q1 2026 Apr 22, 2026
Independence Bank of Kentucky History Reduced 1,740 142 0.02% 0.02% 1025 -35 -1.97% Q1 2026 Apr 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,713 140 0.0% 0.0% 1027 0 0.0% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,700 139 0.0% 0.0% 1028 +900 112.5% Q1 2026 Apr 13, 2026
Ransom Advisory, Ltd History No change 1,800 139 0.05% 0.05% 1029 0 0.0% Q4 2025 Jan 06, 2026
CVA Family Office, LLC History Added to 1,655 135 0.01% 0.01% 1030 +6 0.36% Q1 2026 Apr 29, 2026
EverSource Wealth Advisors, LLC History Reduced 1,628 133 0.0% 0.0% 1031 -9 -0.55% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Reduced 1,603 131 0.01% 0.03% 1032 -6,305 -79.73% Q1 2026 Apr 29, 2026
IAG Wealth Partners, LLC History Added to 1,603 131 0.01% 0.01% 1034 +116 7.8% Q1 2026 Apr 29, 2026
Elevated Capital Advisors, LLC History No change 1,608 131 0.03% 0.03% 1033 0 0.0% Q1 2026 Apr 30, 2026
Anchor Investment Management, LLC History Added to 1,519 124 0.01% 0.01% 1035 +25 1.67% Q1 2026 May 01, 2026
Frazier Financial Advisors, LLC History No change 1,470 120 0.07% 0.07% 1036 0 0.0% Q1 2026 May 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,450 119 0.0% 0.0% 1037 -596 -29.13% Q1 2026 Apr 28, 2026
Prestige Wealth Management Group LLC History Reduced 1,440 118 0.02% 2.47% 1038 -165,077 -99.14% Q1 2026 May 13, 2026
CITY HOLDING CO History Reduced 1,432 117 0.01% 0.01% 1039 -30 -2.05% Q1 2026 Apr 15, 2026
Manchester Capital Management LLC History No change 1,400 114 0.02% 0.01% 1040 0 0.0% Q1 2026 May 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,383 113 0.05% 0.04% 1041 0 0.0% Q1 2026 Apr 14, 2026
Bank of New Hampshire History No change 1,375 112 0.03% 0.02% 1042 0 0.0% Q1 2026 Apr 13, 2026
FIRST UNITED BANK & TRUST History Reduced 1,347 110 0.04% 0.04% 1043 -135 -9.11% Q1 2026 Apr 21, 2026
Byrne Asset Management LLC History Reduced 1,327 108 0.06% 0.06% 1044 -132 -9.05% Q1 2026 Apr 02, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 1,307 107 0.05% 0.05% 1045 0 0.0% Q1 2026 May 06, 2026
OBSIDIAN CIO, LLC History New 1,299 106 0.1% 1047 +1,299 New Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Reduced 1,298 106 0.0% 0.0% 1046 -208 -13.81% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Added to 1,288 105 0.0% 0.0% 1049 +859 200.23% Q1 2026 Apr 07, 2026
WealthCollab, LLC History Reduced 1,291 105 0.04% 0.05% 1052 -264 -16.98% Q1 2026 May 13, 2026
Abound Wealth Management History Added to 1,291 105 0.02% 0.02% 1050 +40 3.2% Q1 2026 Apr 10, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,283 105 0.04% 0.04% 1048 +5 0.39% Q1 2026 May 05, 2026
Sachetta, LLC History No change 1,287 105 0.06% 0.05% 1051 0 0.0% Q1 2026 May 01, 2026
Corsicana & Co. History No change 1,275 104 0.07% 0.06% 1053 0 0.0% Q1 2026 May 13, 2026
Strive Financial Group ,LLC History Reduced 1,240 102 0.05% 0.26% 1055 -5,000 -80.13% Q1 2026 May 15, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 1,251 102 0.04% 0.0% 1054 +1,147 1102.88% Q1 2026 May 06, 2026
UMB Bank, n.a. History Reduced 1,239 101 0.0% 0.0% 1056 -15 -1.2% Q1 2026 May 11, 2026
Medallion Wealth Advisors, LLC History Added to 1,223 100 0.03% 0.02% 1058 +305 33.22% Q1 2026 Apr 24, 2026
Solstein Capital, LLC History Reduced 1,231 100 0.04% 0.04% 1057 -167 -11.95% Q1 2026 May 14, 2026
Capital Investment Counsel, Inc History No change 1,200 98 0.01% 0.01% 1059 0 0.0% Q1 2026 Apr 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,207 98 0.01% 0.01% 1060 0 0.0% Q1 2026 Apr 14, 2026
HM PAYSON & CO History No change 1,156 94 0.0% 0.0% 1061 0 0.0% Q1 2026 Apr 13, 2026
Bollard Group LLC History Added to 1,133 93 0.0% 0.0% 1062 +3 0.27% Q1 2026 May 14, 2026
City State Bank History Reduced 1,125 92 0.02% 0.03% 1063 -300 -21.05% Q1 2026 Apr 20, 2026
SageView Advisory Group, LLC History No change 1,159 90 0.0% 0.0% 1064 0 0.0% Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History No change 1,100 90 0.01% 0.01% 1065 0 0.0% Q1 2026 May 12, 2026
Cornerstone National Bank & Trust Co History New 1,092 88 0.03% 1067 +1,092 New Q1 2026 Apr 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 1,075 88 0.01% 1066 +1,075 New Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History No change 1,069 87 0.03% 0.02% 1068 0 0.0% Q1 2026 Apr 22, 2026
IMA Advisory Services, Inc. History No change 1,058 86 0.01% 0.01% 1069 0 0.0% Q1 2026 May 06, 2026
COUNTRY TRUST BANK History No change 1,023 83 0.0% 0.0% 1070 0 0.0% Q1 2026 Apr 10, 2026
Asset Dedication, LLC History No change 1,080 83 0.01% 0.01% 1071 0 0.0% Q4 2025 Jan 26, 2026
Godfrey Financial Associates, Inc. History Added to 1,007 82 0.07% 0.07% 1072 +25 2.55% Q1 2026 May 11, 2026
MCF Advisors LLC History Reduced 953 78 0.0% 0.0% 1074 -30 -3.05% Q1 2026 May 11, 2026
Advanced Asset Management Advisors Inc History No change 963 78 0.02% 0.02% 1073 0 0.0% Q1 2026 Apr 24, 2026
SHP Wealth Management History Added to 940 77 0.01% 0.0% 1075 +245 35.25% Q1 2026 May 08, 2026
Finley Financial, LLC History No change 945 77 0.04% 0.03% 1076 0 0.0% Q1 2026 Apr 22, 2026
Avalon Trust Co History No change 936 76 0.01% 0.0% 1077 0 0.0% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 913 74 0.0% 0.0% 1078 +4 0.44% Q1 2026 May 07, 2026
TRUST CO OF VERMONT History No change 950 73 0.0% 0.0% 1079 0 0.0% Q4 2025 Jan 16, 2026
Washington Trust Advisors, Inc. History No change 892 73 0.01% 0.01% 1080 0 0.0% Q1 2026 Apr 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 889 72 0.0% 0.0% 1081 -59 -6.22% Q1 2026 Apr 27, 2026
Ritter Daniher Financial Advisory LLC / DE History New 872 71 0.01% 1082 +872 New Q1 2026 May 06, 2026
Caitlin John, LLC History Reduced 847 69 0.04% 0.06% 1085 -306 -26.54% Q1 2026 May 13, 2026
DHJJ Financial Advisors, Ltd. History Reduced 852 69 0.02% 0.03% 1083 -157 -15.56% Q1 2026 Apr 09, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 900 69 0.02% 0.02% 1084 0 0.0% Q4 2025 Jan 20, 2026
PlanVest Financial, Inc History New 836 68 0.05% 1086 +836 New Q1 2026 May 14, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 806 66 0.07% 0.06% 1088 -6 -0.74% Q1 2026 Apr 22, 2026
HAZLETT, BURT & WATSON, INC. History No change 809 66 0.02% 0.02% 1087 0 0.0% Q1 2026 May 14, 2026
Clayton Financial Group LLC History Reduced 789 64 0.03% 0.03% 1090 -34 -4.13% Q1 2026 Apr 13, 2026
Paladin Advisory Group, LLC History No change 784 64 0.05% 0.04% 1089 0 0.0% Q1 2026 Apr 30, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 766 62 0.0% 0.12% 1091 -194,088 -99.61% Q1 2026 Apr 14, 2026
Strategic Wealth Partners, Ltd. History No change 768 62 0.0% 0.0% 1092 0 0.0% Q1 2026 May 12, 2026
Oakworth Capital, Inc. History No change 755 61 0.0% 0.0% 1093 0 0.0% Q1 2026 Apr 24, 2026
Missouri Trust & Investment Co History No change 741 60 0.02% 0.02% 1094 0 0.0% Q1 2026 May 14, 2026
Founders Financial Alliance, LLC History Added to 729 59 0.01% 0.01% 1095 +291 66.44% Q1 2026 May 11, 2026
Heritage Wealth Advisors History No change 695 56 0.0% 0.0% 1096 0 0.0% Q1 2026 May 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 690 56 0.01% 0.01% 1097 0 0.0% Q1 2026 Apr 22, 2026
WPG Advisers, LLC History No change 675 55 0.04% 0.04% 1098 0 0.0% Q1 2026 Apr 29, 2026
DUNCKER STREETT & CO INC History Added to 661 54 0.01% 0.01% 1099 +284 75.33% Q1 2026 Apr 29, 2026
Banque Cantonale Vaudoise History No change 629 52 0.0% 0.0% 1100 0 0.0% Q1 2026 Apr 20, 2026
FINANCIAL CONSULATE, INC History Reduced 603 49 0.01% 0.01% 1101 -31 -4.89% Q1 2026 Apr 21, 2026
Align Financial, LLC History Reduced 578 47 0.03% 0.03% 1102 -44,321 -98.71% Q1 2026 May 08, 2026
Tower View Wealth Management LLC History Added to 567 46 0.02% 0.02% 1103 +3 0.53% Q1 2026 Apr 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 555 45 0.0% 0.01% 1104 -634 -53.32% Q1 2026 Apr 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 545 44 0.01% 0.01% 1105 0 0.0% Q1 2026 Apr 15, 2026
Palouse Capital Management, Inc. History No change 548 44 0.03% 0.03% 1106 0 0.0% Q1 2026 Apr 24, 2026
Archer Investment Corp History Added to 532 43 0.01% 0.01% 1107 +1 0.19% Q1 2026 May 04, 2026
Keating Financial Advisory Services, Inc. History Reduced 522 42 0.01% 0.07% 1113 -6,348 -92.4% Q1 2026 May 15, 2026
True Wealth Design, LLC History New 518 42 0.01% 1114 +518 New Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History Reduced 519 42 0.0% 0.0% 1110 -94 -15.33% Q1 2026 May 15, 2026
Graney & King, LLC History Added to 522 42 0.02% 0.02% 1112 +3 0.58% Q1 2026 May 18, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 510 42 0.01% 0.01% 1108 0 0.0% Q1 2026 May 15, 2026
ADIRONDACK TRUST CO History No change 515 42 0.01% 0.01% 1109 0 0.0% Q1 2026 Apr 03, 2026
Armor Investment Advisors, LLC History No change 513 42 0.02% 0.01% 1111 0 0.0% Q1 2026 Apr 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 500 40 0.01% 0.01% 1115 0 0.0% Q1 2026 May 11, 2026
Realta Investment Advisors History No change 488 40 0.01% 0.01% 1116 0 0.0% Q1 2026 Apr 22, 2026
Millstone Evans Group, LLC History No change 499 40 0.02% 0.02% 1117 0 0.0% Q1 2026 Apr 30, 2026
PITTENGER & ANDERSON INC History No change 480 39 0.0% 0.0% 1118 0 0.0% Q1 2026 May 01, 2026
Nemes Rush Group LLC History Added to 465 38 0.0% 0.0% 1120 +1 0.22% Q1 2026 Apr 21, 2026
Davis Capital Management History No change 470 38 0.03% 0.02% 1119 0 0.0% Q1 2026 Apr 16, 2026
Aventus Investment Advisors, Inc. History No change 457 37 0.03% 0.03% 1121 0 0.0% Q1 2026 Apr 15, 2026
Key FInancial Inc History Added to 441 36 0.01% 0.01% 1123 +49 12.5% Q1 2026 Apr 24, 2026
HORIZON BANCORP INC /IN/ History No change 445 36 0.02% 0.02% 1122 0 0.0% Q1 2026 Apr 22, 2026
Smartleaf Asset Management LLC History Reduced 428 35 0.0% 0.0% 1125 -223 -34.25% Q1 2026 May 15, 2026
Founders Capital Management History Added to 427 35 0.02% 0.02% 1124 +3 0.71% Q1 2026 Apr 21, 2026
United Community Bank History Reduced 420 34 0.01% 0.02% 1128 -255 -37.78% Q1 2026 Apr 24, 2026
Cordgrass Capital Advisors, LLC History Reduced 424 34 0.01% 0.01% 1127 -146 -25.61% Q1 2026 May 07, 2026
Mascoma Wealth Management LLC History No change 415 34 0.01% 0.01% 1126 0 0.0% Q1 2026 Apr 30, 2026
PURSUIT WEALTH STRATEGIES, LLC History Added to 403 33 0.05% 0.04% 1130 +2 0.5% Q1 2026 May 15, 2026
Piscataqua Savings Bank History No change 405 33 0.02% 0.02% 1129 0 0.0% Q1 2026 Apr 10, 2026
Pacific Center for Financial Services History Reduced 398 32 0.01% 0.01% 1131 -41 -9.34% Q1 2026 May 12, 2026
Physician Wealth Advisors, Inc. History Added to 398 32 0.0% 0.0% 1132 +2 0.51% Q1 2026 Apr 24, 2026
Coston, McIsaac & Partners History Added to 372 30 0.01% 0.01% 1133 +2 0.54% Q1 2026 Apr 22, 2026
Crewe Advisors LLC History Reduced 361 29 0.0% 0.0% 1136 -59 -14.05% Q1 2026 May 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 359 29 0.0% 0.0% 1134 0 0.0% Q1 2026 Apr 23, 2026
Indiana Trust & Investment Management Co History No change 362 29 0.01% 0.01% 1135 0 0.0% Q1 2026 Apr 28, 2026
Ankerstar Wealth, LLC History No change 356 29 0.03% 0.03% 1137 0 0.0% Q1 2026 May 13, 2026
Cornerstone Planning Group LLC History Reduced 344 28 0.0% 0.01% 1139 -433 -55.73% Q1 2026 May 06, 2026
Operose Advisors LLC History Reduced 348 28 0.01% 0.01% 1140 -9 -2.52% Q1 2026 May 12, 2026
Pacifica Partners Inc. History No change 345 28 0.01% 0.01% 1138 0 0.0% Q1 2026 Apr 09, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 337 27 0.0% 0.0% 1141 -237 -41.29% Q1 2026 May 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 330 27 0.0% 0.0% 1142 0 0.0% Q1 2026 Apr 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 351 27 0.01% 0.01% 1143 0 0.0% Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Added to 327 26 0.0% 0.0% 1144 +10 3.15% Q1 2026 May 01, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 324 26 0.01% 0.01% 1145 0 0.0% Q1 2026 Apr 24, 2026
Bank of Jackson Hole Trust History No change 325 26 0.01% 0.01% 1146 0 0.0% Q1 2026 May 12, 2026
TORONTO DOMINION BANK History New 309 25 0.0% 1150 +309 New Q1 2026 May 15, 2026
Merrithew & Thorsten Inc History Added to 308 25 0.02% 0.02% 1149 +2 0.65% Q1 2026 May 01, 2026
Ascentis Wealth Management, LLC History No change 305 25 0.0% 0.01% 1147 0 0.0% Q1 2026 Apr 28, 2026
MidFirst Bank History No change 314 25 0.0% 0.0% 1148 0 0.0% Q1 2026 May 15, 2026
Biltmore Family Office, LLC History Reduced 300 24 0.0% 0.01% 1151 -433 -59.07% Q1 2026 May 11, 2026
MATHER GROUP, LLC. History New 300 24 0.0% 1154 +300 New Q1 2026 Apr 13, 2026
Rice Partnership, LLC History Reduced 302 24 0.0% 0.0% 1152 -127 -29.6% Q1 2026 May 07, 2026
Evelyn Partners Investment Management Services Ltd History No change 300 24 0.0% 0.0% 1153 0 0.0% Q1 2026 May 15, 2026
BankChampaign, National Association History New 288 23 0.02% 1157 +288 New Q1 2026 May 21, 2026
Strengthening Families & Communities, LLC History Added to 290 23 0.01% 0.01% 1155 +1 0.35% Q1 2026 May 11, 2026
Creative Capital Management Investments LLC History No change 283 23 0.01% 0.01% 1156 0 0.0% Q1 2026 Apr 21, 2026
Tradewinds Capital Management, LLC History No change 276 22 0.0% 0.0% 1158 0 0.0% Q1 2026 Apr 14, 2026
ORG Partners LLC History No change 295 22 0.0% 0.0% 1159 0 0.0% Q4 2025 Jan 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 272 22 0.02% 0.02% 1160 0 0.0% Q1 2026 May 14, 2026
Greykasell Wealth Strategies, Inc. History Added to 263 21 0.01% 0.01% 1162 +28 11.91% Q1 2026 May 07, 2026
BOK Financial Private Wealth, Inc. History No change 264 21 0.0% 0.0% 1161 0 0.0% Q1 2026 May 12, 2026
Monetary Solutions, Ltd History No change 258 21 0.02% 0.02% 1163 0 0.0% Q1 2026 May 01, 2026
Community Financial Services Group, LLC History New 250 20 0.0% 1167 +250 New Q1 2026 Apr 08, 2026
Vanguard National Trust Co History New 249 20 0.0% 1168 +249 New Q1 2026 May 08, 2026
Johnson Financial Group, Inc. History Added to 254 20 0.0% 0.0% 1164 +169 198.82% Q1 2026 May 07, 2026
Anfield Capital Management, LLC History No change 246 20 0.01% 0.01% 1165 0 0.0% Q1 2026 May 12, 2026
Capitol Family Office, Inc. History No change 269 20 0.02% 0.02% 1166 0 0.0% Q1 2026 Apr 14, 2026
SALEM INVESTMENT COUNSELORS INC History New 240 19 0.0% 1171 +240 New Q1 2026 Apr 29, 2026
Pioneer Family Office, LLC History Added to 241 19 0.01% 0.01% 1170 +1 0.42% Q1 2026 May 13, 2026
N.E.W. Advisory Services LLC History No change 233 19 0.0% 0.0% 1169 0 0.0% Q1 2026 May 04, 2026
Wall Street Financial Group, Inc. History New 225 18 0.01% 1175 +225 New Q1 2026 May 05, 2026
Bernard Wealth Management Corp. History Reduced 228 18 0.01% 0.01% 1174 -4 -1.72% Q1 2026 May 14, 2026
Westfuller Advisors, LLC History Added to 220 18 0.01% 0.01% 1173 +2 0.92% Q1 2026 Apr 28, 2026
Sage Mountain Advisors LLC History No change 223 18 0.0% 0.0% 1172 0 0.0% Q1 2026 May 11, 2026
Rialto Wealth Management, LLC History New 210 17 0.0% 1178 +210 New Q1 2026 May 14, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 164 17 0.03% 1179 +164 New Q1 2026 May 11, 2026
Eukles Asset Management History Reduced 212 17 0.01% 0.01% 1177 -2 -0.93% Q1 2026 May 05, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 216 17 0.01% 0.01% 1176 0 0.0% Q1 2026 Apr 20, 2026
Richard Bernstein Advisors LLC History Reduced 206 16 0.0% 1.61% 1181 -703,935 -99.97% Q1 2026 Apr 22, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 200 16 0.01% 1183 +200 New Q1 2026 Apr 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 200 16 0.0% 1184 +200 New Q1 2026 Apr 14, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 196 16 0.0% 0.0% 1180 0 0.0% Q1 2026 Apr 21, 2026
First Command Advisory Services, Inc. History No change 200 16 0.0% 0.0% 1182 0 0.0% Q1 2026 May 07, 2026
Napier Financial, LLC History New 190 15 0.0% 1192 +190 New Q1 2026 May 05, 2026
Signature Equity Partners, LLC History Reduced 189 15 0.01% 0.01% 1191 -8 -4.06% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 192 15 0.0% 0.0% 1185 0 0.0% Q1 2026 May 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 188 15 0.0% 0.0% 1186 0 0.0% Q1 2026 Apr 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 191 15 0.0% 0.0% 1187 0 0.0% Q1 2026 May 11, 2026
Friedenthal Financial History No change 194 15 0.01% 0.01% 1188 0 0.0% Q1 2026 Apr 20, 2026
Register Financial Advisors LLC History No change 195 15 0.01% 0.01% 1189 0 0.0% Q1 2026 Apr 15, 2026
MASECO LLP History No change 192 15 0.0% 0.0% 1190 0 0.0% Q1 2026 Apr 21, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 180 14 0.01% 0.0% 1194 -5 -2.7% Q1 2026 May 04, 2026
Colonial Trust Advisors History No change 180 14 0.0% 0.0% 1193 0 0.0% Q1 2026 May 12, 2026
Versant Capital Management, Inc History No change 175 14 0.0% 0.0% 1195 0 0.0% Q1 2026 Apr 06, 2026
HHM Wealth Advisors, LLC History No change 179 14 0.0% 0.0% 1196 0 0.0% Q1 2026 Apr 17, 2026
POM Investment Strategies, LLC History No change 180 14 0.02% 0.01% 1197 0 0.0% Q1 2026 May 11, 2026
Vermillion Wealth Management, Inc. History Reduced 165 13 0.01% 0.01% 1198 -76 -31.54% Q1 2026 Apr 17, 2026
Imprint Wealth LLC History No change 159 13 0.06% 0.06% 1199 0 0.0% Q1 2026 May 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 149 12 0.0% 0.01% 1200 -32,217 -99.54% Q1 2026 May 12, 2026
VISION FINANCIAL MARKETS LLC History New 158 12 0.01% 1202 +158 New Q1 2026 Apr 24, 2026
Axiom Investment Management LLC History New 149 12 0.01% 1203 +149 New Q1 2026 May 26, 2026
GAMMA Investing LLC History Reduced 158 12 0.0% 0.0% 1201 -137 -46.44% Q1 2026 Apr 06, 2026
Synergy Investment Management, LLC History New 138 11 0.0% 1209 +138 New Q1 2026 May 14, 2026
CURIO WEALTH, LLC History Added to 135 11 0.0% 0.0% 1208 +70 107.69% Q1 2026 May 11, 2026
Root Financial Partners, LLC History Reduced 136 11 0.0% 0.0% 1207 -44 -24.44% Q1 2026 Apr 24, 2026
DEUTSCHE BANK AG\ History No change 135 11 0.0% 0.0% 1204 0 0.0% Q1 2026 May 06, 2026
First PREMIER Bank History No change 133 11 0.0% 0.0% 1205 0 0.0% Q1 2026 Apr 20, 2026
Game Plan Financial Advisors, LLC History No change 140 11 0.0% 0.0% 1206 0 0.0% Q1 2026 Apr 23, 2026
Smithfield Trust Co History No change 117 10 0.0% 0.0% 1210 0 0.0% Q1 2026 May 08, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 128 10 0.0% 0.0% 1211 0 0.0% Q1 2026 May 13, 2026
McIlrath & Eck, LLC History No change 124 10 0.0% 0.0% 1212 0 0.0% Q1 2026 May 19, 2026
Rakuten Securities, Inc. History Added to 113 9 0.0% 0.0% 1216 +37 48.68% Q1 2026 May 01, 2026
Scarborough Advisors, LLC History Added to 111 9 0.0% 0.0% 1214 +1 0.91% Q1 2026 May 07, 2026
WEBSTER BANK, N. A. History No change 121 9 0.0% 0.0% 1213 0 0.0% Q1 2026 Apr 17, 2026
Financial Freedom, LLC History No change 118 9 0.0% 0.0% 1215 0 0.0% Q1 2026 Apr 30, 2026
Hickory Point Bank & Trust History New 107 8 0.01% 1222 +107 New Q1 2026 Apr 03, 2026
Corient IA LLC History New 100 8 0.01% 1223 +100 New Q1 2026 May 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 99 8 0.0% 0.0% 1217 0 0.0% Q1 2026 Apr 23, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 100 8 0.0% 0.0% 1218 0 0.0% Q1 2026 May 15, 2026
Avion Wealth History No change 100 8 0.0% 0.0% 1219 0 0.0% Q1 2026 May 01, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 100 8 0.02% 0.02% 1220 0 0.0% Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 100 8 0.0% 0.0% 1221 0 0.0% Q1 2026 May 06, 2026
Parkside Financial Bank & Trust History Reduced 93 7 0.0% 0.0% 1226 -666 -87.75% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 83 7 0.0% 0.0% 1225 -312 -78.99% Q1 2026 May 01, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 95 7 0.0% 0.0% 1224 0 0.0% Q1 2026 Apr 17, 2026
New Republic Capital, LLC History No change 95 7 0.0% 0.0% 1227 0 0.0% Q1 2026 May 01, 2026
Sankala Group LLC History No change 89 7 0.01% 0.01% 1228 0 0.0% Q1 2026 Mar 31, 2026
NorthAvenue LLC History No change 96 7 0.01% 0.01% 1229 0 0.0% Q1 2026 Apr 15, 2026
1015 Capital Partners, LLC History No change 90 7 0.01% 0.01% 1230 0 0.0% Q1 2026 May 11, 2026
Signature Resources Capital Management, LLC History Reduced 80 6 0.0% 0.01% 1231 -260 -76.47% Q1 2026 May 01, 2026
GILL CAPITAL PARTNERS, LLC History New 78 6 0.0% 1236 +78 New Q1 2026 Apr 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 76 6 0.0% 1237 +76 New Q1 2026 May 11, 2026
JDM Financial Group LLC History No change 84 6 0.0% 0.0% 1232 0 0.0% Q1 2026 May 20, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 85 6 0.0% 0.0% 1233 0 0.0% Q1 2026 Apr 14, 2026
Gold Investment Management Ltd. History No change 84 6 0.0% 0.0% 1234 0 0.0% Q1 2026 Apr 22, 2026
Hilton Head Capital Partners, LLC History No change 79 6 0.0% 0.0% 1235 0 0.0% Q1 2026 Apr 20, 2026
Stone House Investment Management, LLC History New 69 5 0.0% 1239 +69 New Q1 2026 Apr 22, 2026
Winch Advisory Services, LLC History No change 73 5 0.0% 0.0% 1238 0 0.0% Q1 2026 Apr 30, 2026
FIRST COMMUNITY TRUST NA History New 60 4 0.0% 1241 +60 New Q1 2026 Apr 16, 2026
TIAA Wealth Investment Management LLC History New 56 4 0.0% 1245 +56 New Q1 2026 May 12, 2026
CARDIFF PARK ADVISORS, LLC History New 55 4 0.0% 1243 +55 New Q1 2026 May 15, 2026
Vision Retirement, LLC History New 54 4 0.0% 1244 +54 New Q1 2026 May 07, 2026
Blume Capital Management, Inc. History New 50 4 0.0% 1242 +50 New Q1 2026 May 01, 2026
ARVEST INVESTMENTS, INC. History No change 51 4 0.0% 0.0% 1240 0 0.0% Q1 2026 Apr 14, 2026
Investors Research Corp History Reduced 38 3 0.0% 0.01% 1248 -459 -92.35% Q1 2026 Apr 03, 2026
EASTERN BANK History New 46 3 0.0% 1251 +46 New Q1 2026 Apr 07, 2026
Main Street Group, LTD History New 42 3 0.0% 1252 +42 New Q1 2026 May 06, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 41 3 0.0% 0.0% 1246 0 0.0% Q1 2026 May 15, 2026
Sawyer & Company, Inc History No change 37 3 0.0% 0.0% 1247 0 0.0% Q1 2026 Apr 23, 2026
CNB Bank History No change 37 3 0.0% 0.0% 1249 0 0.0% Q1 2026 May 06, 2026
MGB Wealth Management, LLC History No change 40 3 0.0% 0.0% 1250 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Reduced 27 2 0.0% 0.0% 1259 -51 -65.38% Q1 2026 May 07, 2026
Capital Advisor Network LLC History New 31 2 0.0% 1261 +31 New Q1 2026 May 13, 2026
Covestor Ltd History Added to 25 2 0.0% 1257 +24 2400.0% Q1 2026 May 05, 2026
KERR FINANCIAL PLANNING Corp History New 24 2 0.0% 1260 +24 New Q1 2026 Apr 29, 2026
Family Manage LLC History No change 29 2 0.0% 0.0% 1253 0 0.0% Q1 2026 May 15, 2026
Richardson Capital Management LLC History No change 26 2 0.0% 0.0% 1254 0 0.0% Q1 2026 May 12, 2026
Truvestments Capital LLC History No change 35 2 0.0% 0.0% 1255 0 0.0% Q1 2026 May 13, 2026
SJS Investment Consulting Inc. History No change 33 2 0.0% 0.0% 1256 0 0.0% Q1 2026 Apr 23, 2026
Olistico Wealth, LLC History No change 35 2 0.0% 0.0% 1258 0 0.0% Q1 2026 Apr 08, 2026
Minot DeBlois Advisors LLC History Reduced 15 1 0.0% 0.0% 1262 -20 -57.14% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History New 14 1 0.0% 1269 +14 New Q1 2026 May 15, 2026
Copia Wealth Management History Reduced 16 1 0.0% 0.0% 1265 -4 -20.0% Q1 2026 May 04, 2026
Bogart Wealth, LLC History No change 19 1 0.0% 0.0% 1263 0 0.0% Q1 2026 Apr 28, 2026
Princeton Global Asset Management LLC History No change 16 1 0.0% 0.0% 1264 0 0.0% Q1 2026 Apr 22, 2026
Aventura Private Wealth, LLC History No change 13 1 0.0% 0.0% 1266 0 0.0% Q1 2026 May 05, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 22 1 0.0% 0.0% 1267 0 0.0% Q4 2025 Feb 03, 2026
BAYBAN History No change 23 1 0.0% 0.0% 1268 0 0.0% Q1 2026 Apr 24, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Closed out 0 0 0.13% -316,000 -100.0% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Closed out 0 0 0.73% -276,215 -100.0% Q1 2026 May 14, 2026
1832 Asset Management L.P. History Closed out 0 0 0.02% -256,262 -100.0% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History Closed out 0 0 0.05% -185,000 -100.0% Q1 2026 May 13, 2026
Atom Investors LP History Closed out 0 0 0.89% -143,951 -100.0% Q1 2026 May 15, 2026
TLS Advisors LLC History Closed out 0 0 19.09% -135,800 -100.0% Q1 2026 May 13, 2026
SIH Partners, LLLP History Closed out 0 0 0.18% -123,341 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.42% -122,677 -100.0% Q1 2026 May 12, 2026
111 Capital History Closed out 0 0 1.69% -99,723 -100.0% Q1 2026 May 11, 2026
ALTFEST L J & CO INC History Closed out 0 0 0.8% -93,899 -100.0% Q1 2026 Apr 28, 2026
WT Wealth Management History Closed out 0 0 1.88% -84,137 -100.0% Q1 2026 Apr 21, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.81% -77,748 -100.0% Q1 2026 Apr 30, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.58% -38,870 -100.0% Q1 2026 May 15, 2026
FSC Wealth Advisors, LLC History Closed out 0 0 4.15% -32,929 -100.0% Q1 2026 Apr 20, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.07% -31,913 -100.0% Q1 2026 May 18, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.03% -31,378 -100.0% Q1 2026 Apr 23, 2026
Beacon Capital Management, Inc. History Closed out 0 0 0.12% -29,751 -100.0% Q1 2026 May 08, 2026
HEARTLAND ADVISORS INC History Closed out 0 0 0.12% -28,158 -100.0% Q1 2026 May 06, 2026
BLB&B Advisors, LLC History Closed out 0 0 0.09% -27,188 -100.0% Q1 2026 Apr 28, 2026
Marex Group plc History Closed out 0 0 0.01% -25,756 -100.0% Q1 2026 May 13, 2026
WBI INVESTMENTS, LLC History Closed out 0 0 0.47% -22,975 -100.0% Q1 2026 May 11, 2026
Pettinga Financial Advisors LLC History Closed out 0 0 0.33% -22,665 -100.0% Q1 2026 Apr 13, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -20,595 -100.0% Q1 2026 May 14, 2026
MAIRS & POWER INC History Closed out 0 0 0.01% -20,045 -100.0% Q1 2026 May 13, 2026
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 1.42% -19,270 -100.0% Q1 2026 Apr 08, 2026
Intesa Sanpaolo S.p.A. History Closed out 0 0 0.07% -15,000 -100.0% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.08% -14,657 -100.0% Q1 2026 May 15, 2026
Hudock, Inc. History Closed out 0 0 0.16% -13,750 -100.0% Q1 2026 May 13, 2026
MIZUHO MARKETS AMERICAS LLC History Closed out 0 0 0.02% -12,900 -100.0% Q1 2026 May 14, 2026
WESPAC Advisors SoCal, LLC History Closed out 0 0 0.2% -12,792 -100.0% Q1 2026 Apr 15, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.01% -11,765 -100.0% Q1 2026 May 15, 2026
Berkeley Capital Partners, LLC History Closed out 0 0 0.21% -11,539 -100.0% Q1 2026 May 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History Closed out 0 0 0.28% -11,187 -100.0% Q1 2026 May 01, 2026
Cinctive Capital Management LP History Closed out 0 0 0.05% -11,182 -100.0% Q1 2026 May 15, 2026
HERBST GROUP, LLC History Closed out 0 0 0.46% -10,129 -100.0% Q1 2026 Apr 09, 2026
Keystone Wealth Services, LLC History Closed out 0 0 0.2% -9,113 -100.0% Q1 2026 May 13, 2026
Tidal Investments LLC History Closed out 0 0 0.0% -8,714 -100.0% Q1 2026 May 15, 2026
Pacific Capital Wealth Advisors, Inc. History Closed out 0 0 0.11% -8,498 -100.0% Q1 2026 Apr 14, 2026
COURIER CAPITAL LLC History Closed out 0 0 0.04% -8,161 -100.0% Q1 2026 Apr 23, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.02% -7,868 -100.0% Q1 2026 May 01, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 0.03% -7,372 -100.0% Q1 2026 May 20, 2026
J.Safra Asset Management Corp History Closed out 0 0 0.03% -6,750 -100.0% Q1 2026 May 04, 2026
Brookwood Investment Group LLC History Closed out 0 0 0.06% -6,683 -100.0% Q1 2026 May 04, 2026
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -6,484 -100.0% Q1 2026 May 11, 2026
WEST MICHIGAN ADVISORS, LLC History Closed out 0 0 0.12% -6,469 -100.0% Q1 2026 May 05, 2026
SMART Wealth LLC History Closed out 0 0 0.15% -6,380 -100.0% Q1 2026 Apr 23, 2026
Garden State Investment Advisory Services LLC History Closed out 0 0 0.09% -5,482 -100.0% Q1 2026 May 13, 2026
Composition Wealth, LLC History Closed out 0 0 0.01% -4,887 -100.0% Q1 2026 Apr 08, 2026
Purkiss Capital Advisors LLC History Closed out 0 0 0.16% -4,491 -100.0% Q1 2026 May 04, 2026
Milestones Private Investment Advisors LLC History Closed out 0 0 0.23% -4,337 -100.0% Q1 2026 May 04, 2026
GFS Advisors, LLC History Closed out 0 0 0.03% -3,780 -100.0% Q1 2026 Apr 30, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.04% -3,700 -100.0% Q1 2026 Apr 30, 2026
Segment Wealth Management, LLC History Closed out 0 0 0.02% -3,616 -100.0% Q1 2026 Apr 20, 2026
Sageworth Trust Co History Closed out 0 0 0.01% -3,424 -100.0% Q1 2026 Apr 29, 2026
Elk River Wealth Management LLC History Closed out 0 0 0.04% -3,329 -100.0% Q1 2026 Apr 17, 2026
EHRLICH FINANCIAL GROUP History Closed out 0 0 0.14% -3,246 -100.0% Q1 2026 Apr 08, 2026
Nadler Financial Group, Inc. History Closed out 0 0 0.02% -3,207 -100.0% Q1 2026 May 04, 2026
CAMBIENT FAMILY OFFICE, LLC History Closed out 0 0 0.03% -3,138 -100.0% Q1 2026 Apr 21, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Closed out 0 0 0.14% -3,000 -100.0% Q1 2026 May 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History Closed out 0 0 0.19% -2,975 -100.0% Q1 2026 May 04, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.07% -2,945 -100.0% Q1 2026 Apr 15, 2026
Strategic Investment Advisors / MI History Closed out 0 0 0.02% -2,903 -100.0% Q1 2026 May 18, 2026
Iowa State Bank History Closed out 0 0 0.04% -2,780 -100.0% Q1 2026 Apr 15, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 0.02% -2,775 -100.0% Q1 2026 May 13, 2026
CHANNEL WEALTH LLC History Closed out 0 0 0.05% -2,636 -100.0% Q1 2026 May 11, 2026
Argyle Capital Partners, LLC History Closed out 0 0 0.15% -2,633 -100.0% Q1 2026 May 07, 2026
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -2,593 -100.0% Q1 2026 Apr 17, 2026
Oliver Luxxe Assets LLC History Closed out 0 0 0.03% -2,587 -100.0% Q1 2026 Apr 08, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.03% -1,600 -100.0% Q1 2026 Apr 15, 2026
Estate Planners Group, LLC History Closed out 0 0 0.04% -1,297 -100.0% Q1 2026 May 11, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 0.01% -946 -100.0% Q1 2026 Apr 08, 2026
Garner Asset Management Corp History Closed out 0 0 0.02% -760 -100.0% Q1 2026 Apr 28, 2026
Morse Asset Management, Inc History Closed out 0 0 0.01% -700 -100.0% Q1 2026 May 14, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 0.02% -648 -100.0% Q1 2026 May 04, 2026
Global Wealth Strategies & Associates History Reduced 4 0 0.01% -499 -99.2% Q1 2026 Apr 03, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.01% -435 -100.0% Q1 2026 May 15, 2026
Tidemark, LLC History Closed out 0 0 0.01% -394 -100.0% Q1 2026 May 07, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -292 -100.0% Q1 2026 May 01, 2026
Wellington Grp LLC History Closed out 0 0 0.01% -263 -100.0% Q1 2026 May 22, 2026
INVESTMENT COUNSEL CO OF NEVADA History Closed out 0 0 0.04% -243 -100.0% Q1 2026 May 15, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -241 -100.0% Q1 2026 May 01, 2026
DT Investment Partners, LLC History Closed out 0 0 0.0% -223 -100.0% Q1 2026 May 14, 2026
Your Advocates Ltd., LLP History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 29, 2026
United Financial Planning Group LLC History Closed out 0 0 0.01% -200 -100.0% Q1 2026 May 08, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -197 -100.0% Q1 2026 May 05, 2026
BNP PARIBAS History Closed out 0 0 0.0% -167 -100.0% Q1 2026 May 12, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -125 -100.0% Q1 2026 May 15, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -117 -100.0% Q1 2026 May 15, 2026
Compass Financial Services Inc History Closed out 0 0 0.0% -102 -100.0% Q1 2026 May 01, 2026
Safe Harbor Fiduciary, LLC History Closed out 0 0 0.01% -100 -100.0% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -91 -100.0% Q1 2026 May 04, 2026
SYM FINANCIAL Corp History Closed out 0 0 0.0% -85 -100.0% Q1 2026 May 08, 2026
Morton Brown Family Wealth, LLC History Closed out 0 0 0.0% -84 -100.0% Q1 2026 Apr 20, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.01% -71 -100.0% Q1 2026 Apr 16, 2026
ENTRUST FINANCIAL LLC History Closed out 0 0 0.0% -62 -100.0% Q1 2026 May 12, 2026
JNBA Financial Advisors History Closed out 0 0 0.0% -39 -100.0% Q1 2026 Apr 22, 2026
Essential Partners LLC History Closed out 0 0 0.0% -16 -100.0% Q1 2026 May 21, 2026
Daiwa Securities Group Inc. History New 12 0 +12 New Q1 2026 May 13, 2026
Financial Gravity Asset Management, Inc. History New 10 0 +10 New Q1 2026 May 08, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 15, 2026
PFS Partners, LLC History Closed out 0 0 -7 -100.0% Q1 2026 Apr 09, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -3 -100.0% Q1 2026 May 12, 2026
Holos Integrated Wealth LLC History New 1 0 +1 New Q1 2026 Apr 08, 2026
Quattro Advisors LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
Beutel, Goodman & Co Ltd. History No change 10 0 0 0.0% Q1 2026 May 15, 2026
KELLEHER FINANCIAL ADVISORS History No change 7 0 0 0.0% Q1 2026 May 08, 2026
Cranbrook Wealth Management, LLC History No change 9 0 0 0.0% Q1 2026 Apr 15, 2026
Centerpoint Advisors, LLC History No change 1 0 0 0.0% Q1 2026 May 07, 2026