SELECT SECTOR SPDR TRUST - XLU

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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 28,041,814 1,286,838 0.09% 0.08% 1 +1,055,742 3.91% Q1 2026 May 15, 2026
UBS Group AG History Added to 24,805,574 1,138,327 0.17% 0.11% 2 +8,281,991 50.12% Q1 2026 May 05, 2026
MORGAN STANLEY History Added to 23,366,273 1,072,278 0.06% 0.06% 3 +1,671,877 7.71% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 22,437,821 1,030,344 0.07% 0.05% 4 +4,335,165 23.95% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 16,014,045 734,884 0.2% 0.18% 5 +835,724 5.51% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Added to 15,759,713 723,213 0.09% 0.07% 6 +4,517,733 40.19% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Added to 13,656,000 626,673 0.12% 0.1% 7 +923,967 7.26% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 11,541,913 529,658 0.06% 0.05% 8 +1,463,288 14.52% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 10,959,623 502,937 0.21% 0.21% 9 -630,105 -5.44% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 8,560,455 392,839 0.73% 0.93% 10 -3,236,345 -27.43% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,718,628 371,934 0.18% 0.12% 11 +1,882,122 49.06% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 7,588,860 348,252 0.08% 0.13% 12 -4,919,237 -39.33% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 6,995,897 345,185 0.08% 0.06% 13 +466,347 7.14% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 7,436,033 341,239 0.09% 0.08% 14 +928,026 14.26% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 7,121,142 326,789 0.1% 0.09% 15 +378,712 5.62% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 6,914,424 317,302 0.14% 0.17% 16 -2,263,525 -24.66% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Reduced 6,728,806 308,784 0.05% 0.06% 17 -2,819,548 -29.53% Q1 2026 May 15, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 5,395,188 247,585 1.17% 1.08% 18 0 0.0% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,699,498 215,659 0.02% 0.03% 19 -1,556,393 -24.88% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 4,568,575 209,651 0.0% 0.0% 20 +96,071 2.15% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Added to 4,350,271 199,633 0.33% 0.19% 21 +1,621,705 59.43% Q1 2026 May 14, 2026
Laura & John Arnold Foundation History No change 4,202,774 192,865 44.9% 31.58% 22 0 0.0% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 4,095,536 187,945 0.03% 0.05% 23 -3,545,451 -46.4% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 3,952,034 181,358 0.2% 0.12% 24 +1,504,275 61.46% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 3,834,783 175,993 0.26% 0.22% 25 +368,977 10.65% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 3,636,324 166,870 0.22% 0.21% 26 -15,602 -0.43% Q1 2026 Apr 27, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 3,452,577 158,438 1.74% 1.27% 27 +871,665 33.77% Q1 2026 Apr 29, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 3,451,740 158,400 1.37% 3.32% 28 -5,600,936 -61.87% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 3,431,828 157,487 0.39% 0.3% 29 +408,986 13.53% Q1 2026 Apr 22, 2026
Walleye Trading LLC History Added to 3,375,336 154,894 0.26% 0.13% 30 +1,217,836 56.45% Q1 2026 May 08, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 3,208,900 147,256 1.66% 1.65% 31 -614,950 -16.08% Q1 2026 May 05, 2026
Saudi Central Bank History No change 3,099,466 142,234 3.01% 4.94% 32 0 0.0% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 2,949,282 135,342 0.14% 0.13% 33 +144,224 5.14% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Added to 2,523,032 115,783 0.11% 0.07% 34 +573,054 29.39% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Reduced 2,426,700 111,361 0.14% 0.14% 35 -546,700 -18.39% Q1 2026 May 15, 2026
WestEnd Advisors, LLC History Added to 2,413,428 110,753 2.67% 2.35% 36 +54,438 2.31% Q1 2026 Apr 22, 2026
BESSEMER GROUP INC History Added to 1,970,391 90,422 0.14% 0.13% 37 +44,633 2.32% Q1 2026 May 06, 2026
LMR Partners LLP History New 1,940,304 89,040 0.2% 38 +1,940,304 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 1,798,683 82,541 0.1% 0.12% 39 -910,473 -33.61% Q1 2026 May 15, 2026
Moss Adams Wealth Advisors LLC History Added to 1,797,461 82,485 6.03% 5.3% 40 +84,735 4.95% Q1 2026 Apr 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,751,137 80,359 0.02% 0.0% 41 +1,681,085 2399.77% Q1 2026 May 13, 2026
GLOBALT Investments LLC / GA History Added to 1,733,147 79,534 2.84% 2.61% 42 +57,201 3.41% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 1,693,592 77,718 0.03% 0.02% 43 +131,829 8.44% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,602,049 73,518 0.1% 0.09% 44 +40,886 2.62% Q1 2026 Apr 27, 2026
Brevan Howard Capital Management LP History Reduced 1,500,000 68,835 0.61% 0.89% 45 -420,000 -21.88% Q1 2026 May 15, 2026
PGIM Custom Harvest LLC History Added to 1,428,807 65,567 1.02% 0.78% 46 +189,515 15.29% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 1,385,502 62,278 0.16% 0.22% 47 -1,174,281 -45.87% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 1,353,006 62,089 0.1% 48 +1,353,006 New Q1 2026 May 14, 2026
Cornerstone Advisors, LLC History Added to 1,335,910 61,304 2.26% 1.57% 49 +230,948 20.9% Q1 2026 May 08, 2026
ALPS ADVISORS INC History Added to 1,297,165 59,526 0.28% 0.31% 50 +56,493 4.55% Q1 2026 May 08, 2026
Electron Capital Partners, LLC History New 1,240,257 56,915 2.23% 51 +1,240,257 New Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 1,196,871 54,924 0.26% 0.22% 52 +115,940 10.73% Q1 2026 Apr 24, 2026
FIL Ltd History Added to 1,196,016 54,885 0.04% 0.03% 53 +370,646 44.91% Q1 2026 May 15, 2026
University of Illinois Foundation History New 1,186,730 54,459 11.17% 54 +1,186,730 New Q1 2026 May 13, 2026
LM Advisors LLC History Added to 2,418 52,690 0.83% 1.01% 55 +16 0.67% Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,080,172 49,569 0.13% 0.12% 56 +15,819 1.49% Q1 2026 Apr 30, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 1,070,145 49,108 0.22% 0.27% 57 -1,241,000 -53.7% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 1,013,924 46,528 0.06% 0.05% 58 +37,582 3.85% Q1 2026 May 14, 2026
PEAK6 LLC History Added to 1,010,504 46,372 0.11% 0.06% 59 +231,004 29.63% Q1 2026 May 13, 2026
CREDIT AGRICOLE S A History Reduced 952,065 43,690 0.11% 0.12% 60 -287,935 -23.22% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 948,654 43,534 0.08% 0.05% 61 +318,463 50.53% Q1 2026 May 01, 2026
RATIONAL ADVISORS, INC. History Reduced 923,163 42,363 4.32% 4.23% 62 -44,520 -4.6% Q1 2026 May 07, 2026
Quadrature Capital Ltd History Added to 906,135 41,582 0.49% 0.09% 63 +693,275 325.7% Q1 2026 May 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 906,031 41,577 0.84% 0.75% 64 +35,949 4.13% Q1 2026 Apr 15, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 903,189 41,447 0.84% 0.79% 65 -16,771 -1.82% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 902,336 41,408 0.29% 0.16% 66 +400,511 79.81% Q1 2026 Apr 14, 2026
BW Gestao de Investimentos Ltda. History Reduced 900,000 41,301 1.37% 1.11% 67 -250,000 -21.74% Q1 2026 Apr 28, 2026
HighTower Advisors, LLC History Reduced 866,525 39,765 0.04% 0.05% 68 -125,756 -12.67% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 841,800 38,630 0.02% 0.02% 69 +11,145 1.34% Q1 2026 May 15, 2026
Jain Global LLC History Added to 836,440 38,384 0.16% 0.03% 70 +707,243 547.41% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 807,393 37,051 0.47% 0.47% 71 +50,055 6.61% Q1 2026 May 15, 2026
NATIXIS History Added to 807,279 37,046 0.13% 0.12% 72 +1,366 0.17% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 746,970 34,278 0.02% 0.02% 73 +689 0.09% Q1 2026 May 08, 2026
Mariner, LLC History Reduced 740,082 33,962 0.04% 0.04% 74 -50,221 -6.35% Q1 2026 May 13, 2026
MML INVESTORS SERVICES, LLC History Added to 703,946 32,304 0.09% 0.07% 75 +66,030 10.35% Q1 2026 May 04, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 703,900 32,301 0.05% 0.01% 76 +530,100 305.01% Q1 2026 May 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 702,486 32,237 0.19% 0.09% 77 +313,644 80.66% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Added to 697,661 32,015 0.0% 0.0% 78 +48,023 7.39% Q1 2026 May 14, 2026
CWM, LLC History Reduced 697,503 32,008 0.08% 0.16% 79 -686,053 -49.59% Q1 2026 May 14, 2026
Phoenix Financial Ltd. History Reduced 686,634 31,509 0.3% 0.36% 80 -80,978 -10.55% Q1 2026 May 11, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 675,005 30,971 0.21% 2.3% 81 -5,540,690 -89.14% Q1 2026 May 05, 2026
Advisory Alpha, LLC History Added to 662,409 30,398 0.83% 0.55% 82 +191,819 40.76% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Added to 650,398 29,846 0.11% 0.09% 83 +115,778 21.66% Q1 2026 Apr 30, 2026
Baird Financial Group, Inc. History Reduced 626,228 28,737 0.04% 0.04% 84 -30,666 -4.67% Q1 2026 May 14, 2026
COMMUNITY TRUST & INVESTMENT CO History Added to 618,679 28,391 1.54% 1.38% 85 +8,955 1.47% Q1 2026 Apr 13, 2026
Equitable Holdings, Inc. History Added to 655,108 28,078 0.18% 0.18% 86 +38,504 6.24% Q1 2026 May 15, 2026
Hilton Capital Management, LLC History Added to 589,746 27,063 2.04% 1.86% 87 +11,500 1.99% Q1 2026 May 14, 2026
Stonebridge Financial Group, LLC History New 581,263 26,674 2.19% 88 +581,263 New Q1 2026 Apr 08, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 570,572 26,183 0.19% 0.11% 89 +250,710 78.38% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History New 570,000 26,157 0.09% 90 +570,000 New Q1 2026 May 13, 2026
New Harbor Financial Group, LLC History Added to 562,680 25,821 4.55% 4.2% 91 +25,806 4.81% Q1 2026 May 05, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Added to 562,000 25,790 3.27% 1.43% 92 +320,000 132.23% Q1 2026 May 13, 2026
FMR LLC History Added to 561,118 25,749 0.0% 0.0% 93 +16,176 2.97% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Reduced 554,425 25,442 0.11% 0.11% 94 -39,081 -6.58% Q1 2026 May 07, 2026
Cerity Partners LLC History Added to 548,973 25,193 0.04% 0.03% 95 +43,976 8.71% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 541,089 24,831 0.02% 0.01% 96 +391,686 262.17% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 531,254 24,379 0.04% 0.04% 97 +24,504 4.84% Q1 2026 May 14, 2026
DUPONT CAPITAL MANAGEMENT CORP History No change 512,018 23,496 2.67% 2.46% 98 0 0.0% Q1 2026 Apr 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 506,929 23,110 0.01% 0.01% 99 +74,924 17.34% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History New 487,078 22,352 0.37% 100 +487,078 New Q1 2026 May 11, 2026
GTS SECURITIES LLC History Added to 478,114 21,937 0.78% 0.2% 101 +344,080 256.71% Q1 2026 May 14, 2026
GERMAN AMERICAN BANCORP, INC. History Added to 473,533 21,730 1.87% 1.62% 102 +29,034 6.53% Q1 2026 May 06, 2026
Pathstone Holdings, LLC History Added to 461,878 21,195 0.08% 0.08% 103 +1,142 0.25% Q1 2026 May 11, 2026
Steward Partners Investment Advisory, LLC History Added to 457,091 20,975 0.11% 0.08% 104 +99,799 27.93% Q1 2026 May 08, 2026
WCG Wealth Advisors LLC History Added to 455,933 20,922 0.59% 0.53% 105 +14,165 3.21% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 440,971 20,236 0.03% 0.04% 106 -144,189 -24.64% Q1 2026 May 15, 2026
GREENWOOD GEARHART LLC History Added to 436,177 20,016 1.08% 0.98% 107 +19,295 4.63% Q1 2026 May 06, 2026
EVOKE WEALTH, LLC History Added to 434,920 19,958 0.36% 0.28% 108 +89,698 25.98% Q1 2026 May 14, 2026
Banco Santander, S.A. History Added to 416,731 19,123 0.15% 0.09% 109 +147,030 54.52% Q1 2026 May 08, 2026
Janney Capital Management LLC History No change 426,002 18,186 1.14% 1.14% 110 0 0.0% Q4 2025 Feb 11, 2026
Cornerstone Capital, Inc. History Added to 391,981 17,988 1.8% 1.63% 111 +3,535 0.91% Q1 2026 May 12, 2026
First Financial Bank - Trust Division History Added to 391,749 17,977 1.45% 1.1% 112 +78,084 24.89% Q1 2026 Apr 01, 2026
Lido Advisors, LLC History Reduced 390,723 17,930 0.05% 0.07% 113 -70,324 -15.25% Q1 2026 May 13, 2026
ASSETMARK, INC History Reduced 389,356 17,867 0.04% 0.04% 114 -55,420 -12.46% Q1 2026 May 06, 2026
Sanctuary Advisors, LLC History Reduced 383,567 17,601 0.1% 0.11% 115 -76,058 -16.55% Q1 2026 May 05, 2026
MATAURO, LLC History Added to 378,992 17,391 2.51% 2.26% 116 +27,781 7.91% Q1 2026 Apr 22, 2026
Jefferies Financial Group Inc. History Added to 377,662 17,330 0.12% 0.05% 117 +133,069 54.4% Q1 2026 May 07, 2026
Passaic Partners LLC History Reduced 375,618 17,237 1.61% 2.06% 118 -90,029 -19.33% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 372,588 17,098 0.19% 0.14% 119 +88,372 31.09% Q1 2026 Apr 20, 2026
Ethos Financial Group, LLC History No change 397,734 16,979 1.24% 1.25% 120 0 0.0% Q1 2026 May 05, 2026
Wealth Advisors of Iowa, LLC History Reduced 369,793 16,969 5.25% 5.29% 121 -7,902 -2.09% Q1 2026 May 13, 2026
Modern Wealth Management, LLC History Added to 360,481 16,621 0.28% 0.23% 122 +64,472 21.78% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 357,623 16,411 0.03% 0.02% 123 +32,829 10.11% Q1 2026 May 14, 2026
BlueCrest Capital Management Ltd History New 357,000 16,382 0.97% 124 +357,000 New Q1 2026 May 15, 2026
Trilogy Capital Inc. History Added to 356,196 16,345 0.72% 0.67% 125 +5,079 1.45% Q1 2026 Apr 21, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 354,912 16,286 1.07% 0.99% 126 0 0.0% Q1 2026 May 06, 2026
Waverly Advisors, LLC History Added to 354,267 16,257 0.12% 0.08% 127 +108,415 44.1% Q1 2026 May 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 353,046 16,201 0.2% 0.18% 128 +28,193 8.68% Q1 2026 May 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 350,843 16,100 0.34% 0.33% 129 -4,477 -1.26% Q1 2026 May 12, 2026
CX Institutional History Added to 346,116 15,883 0.48% 0.07% 130 +290,770 525.37% Q1 2026 Apr 06, 2026
Unisphere Establishment History New 340,000 15,602 0.13% 131 +340,000 New Q1 2026 May 14, 2026
Trust Asset Management LLC History No change 339,968 15,601 1.12% 0.99% 132 0 0.0% Q1 2026 Apr 20, 2026
Arkos Global Advisors History Reduced 334,050 15,330 1.92% 1.84% 133 -3,964 -1.17% Q1 2026 May 13, 2026
Foguth Wealth Management, LLC. History No change 354,482 15,306 2.37% 2.37% 134 0 0.0% Q4 2025 Jan 05, 2026
Atlantic Union Bankshares Corp History Added to 332,924 15,277 0.29% 0.14% 135 +160,138 92.68% Q1 2026 May 12, 2026
MAI Capital Management History Added to 325,124 14,919 0.08% 0.08% 136 +2,792 0.87% Q1 2026 May 15, 2026
Horizon Wealth Management, LLC History New 320,712 14,717 2.16% 137 +320,712 New Q1 2026 Apr 24, 2026
&PARTNERS History Added to 319,915 14,678 0.07% 0.06% 138 +55,679 21.07% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 319,312 14,653 0.09% 0.04% 139 +54,979 20.8% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 335,984 14,520 0.02% 0.02% 140 -70,297 -17.3% Q1 2026 May 15, 2026
FIFTH THIRD SECURITIES, INC. History Added to 313,855 14,402 0.93% 0.86% 141 +6,612 2.15% Q1 2026 Apr 15, 2026
PFG Advisors History Added to 313,665 14,394 0.7% 0.61% 142 +19,784 6.73% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History Added to 307,612 14,116 0.03% 0.01% 143 +202,914 193.81% Q1 2026 May 01, 2026
KCM INVESTMENT ADVISORS LLC History Added to 299,701 13,753 0.46% 0.38% 144 +21,071 7.56% Q1 2026 May 15, 2026
Biltmore Wealth Management, LLC History Reduced 299,370 13,738 4.89% 5.0% 145 -11,042 -3.56% Q1 2026 Apr 21, 2026
Trek Financial, LLC History Added to 287,043 13,172 0.7% 0.35% 146 +143,931 100.57% Q1 2026 May 13, 2026
Galvin, Gaustad & Stein, LLC History New 282,550 12,966 1.04% 147 +282,550 New Q1 2026 May 14, 2026
Cavalier Investments, LLC History New 279,646 12,832 0.35% 148 +279,646 New Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 275,448 12,764 0.03% 0.03% 149 -216,038 -43.96% Q1 2026 Apr 08, 2026
IHT Wealth Management, LLC History Added to 276,082 12,669 0.29% 0.2% 150 +83,671 43.49% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 270,300 12,404 0.17% 0.05% 151 +180,084 199.61% Q1 2026 May 14, 2026
Centiva Capital, LP History Reduced 270,000 12,390 0.09% 0.35% 152 -750,000 -73.53% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 269,860 12,384 0.01% 0.01% 153 +59,192 28.1% Q1 2026 Apr 16, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 269,626 12,370 0.33% 0.28% 154 +23,363 9.49% Q1 2026 Apr 28, 2026
PRUDENTIAL PLC History New 266,700 12,238 0.07% 155 +266,700 New Q1 2026 May 13, 2026
Onyx Bridge Wealth Group LLC History Added to 261,332 11,992 1.29% 0.08% 156 +244,640 1465.61% Q1 2026 Apr 22, 2026
Advisory Services Network, LLC History Added to 257,858 11,833 0.16% 0.14% 157 +32,113 14.23% Q1 2026 May 15, 2026
Manhattan West Asset Management, LLC History Added to 255,135 11,708 2.29% 2.06% 158 +19,322 8.19% Q1 2026 May 14, 2026
SteelPeak Wealth, LLC History New 252,056 11,566 0.35% 159 +252,056 New Q1 2026 May 05, 2026
Allen Investment Management, LLC History New 251,807 11,555 0.14% 160 +251,807 New Q1 2026 May 07, 2026
TCV Trust & Wealth Management, Inc. History Reduced 250,797 11,509 0.96% 0.87% 161 -1,861 -0.74% Q1 2026 Apr 21, 2026
SCOTIA CAPITAL INC. History Added to 249,258 11,438 0.05% 0.04% 162 +43,160 20.94% Q1 2026 May 13, 2026
Maven Securities LTD History Added to 248,260 11,383 0.22% 0.05% 163 +200,417 418.91% Q1 2026 May 15, 2026
U.S. Capital Wealth Advisors, LLC History Added to 241,820 11,097 0.28% 0.26% 164 +11,591 5.03% Q1 2026 Apr 07, 2026
Inlight Wealth Management, LLC History Added to 238,347 10,937 4.05% 3.28% 165 +28,591 13.63% Q1 2026 May 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 236,576 10,857 0.14% 0.13% 166 -143 -0.06% Q1 2026 May 15, 2026
KWMG, LLC History Added to 236,153 10,837 0.9% 0.85% 167 +4,849 2.1% Q1 2026 Apr 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 249,288 10,642 0.0% 0.01% 168 -304,967 -55.02% Q1 2026 May 15, 2026
Lalia Capital, LLC History No change 222,000 10,187 6.44% 7.42% 169 0 0.0% Q1 2026 May 11, 2026
J.W. COLE ADVISORS, INC. History Added to 219,279 10,062 0.34% 0.13% 170 +19,468 9.74% Q1 2026 Apr 23, 2026
Creative Planning History Added to 218,046 10,006 0.01% 0.01% 171 +7,139 3.38% Q1 2026 May 12, 2026
PETERSON WEALTH MANAGEMENT History New 217,801 9,994 5.79% 172 +217,801 New Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 217,089 9,962 0.05% 0.02% 173 +107,196 97.55% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 216,485 9,934 0.0% 0.0% 174 +87,937 68.41% Q1 2026 May 15, 2026
Dakota Wealth Management History Reduced 215,828 9,904 0.21% 0.17% 175 -2,827 -1.29% Q1 2026 May 07, 2026
CIBC Bancorp USA Inc. History New 214,394 9,838 0.01% 176 +214,394 New Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 214,300 9,834 0.01% 177 +214,300 New Q1 2026 May 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 213,804 9,811 0.76% 178 +213,804 New Q1 2026 Apr 29, 2026
RFG Advisory, LLC History Added to 210,951 9,680 0.18% 0.14% 179 +34,373 19.47% Q1 2026 Apr 17, 2026
Integrated Wealth Concepts LLC History Added to 210,489 9,659 0.08% 0.05% 180 +106,860 103.12% Q1 2026 May 15, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 210,212 9,646 1.11% 1.09% 181 -11,000 -4.97% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 208,262 9,557 0.11% 0.11% 182 -2,454 -1.16% Q1 2026 May 08, 2026
Orion Porfolio Solutions, LLC History Reduced 205,908 9,449 0.08% 0.08% 183 -56,602 -21.56% Q1 2026 May 13, 2026
Encompass More Asset Management History Added to 204,079 9,365 1.57% 0.81% 184 +101,110 98.19% Q1 2026 Apr 28, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 203,980 9,360 0.19% 0.17% 185 -17,459 -7.88% Q1 2026 May 14, 2026
Krilogy Financial LLC History Reduced 201,443 9,336 0.3% 0.32% 186 -18,419 -8.38% Q1 2026 Apr 17, 2026
TORONTO DOMINION BANK History Reduced 202,844 9,307 0.01% 0.03% 187 -254,475 -55.64% Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History New 202,321 9,284 0.39% 188 +202,321 New Q1 2026 May 14, 2026
Eaton Financial Holdings Company, LLC History Reduced 202,201 9,279 3.04% 2.36% 189 -3,167 -1.54% Q1 2026 Apr 15, 2026
Capital Investment Advisors, LLC History Reduced 201,420 9,243 0.14% 0.23% 190 -148,094 -42.37% Q1 2026 Apr 17, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 198,424 9,105 0.53% 0.47% 191 +7,534 3.95% Q1 2026 Apr 17, 2026
Perigon Wealth Management, LLC History Added to 195,974 8,993 0.16% 0.04% 192 +143,494 273.43% Q1 2026 Apr 10, 2026
Ayalon Insurance Comp Ltd. History Added to 195,689 8,980 1.83% 1.79% 193 +23,173 13.43% Q1 2026 Apr 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 195,023 8,949 0.39% 0.75% 194 -178,154 -47.74% Q1 2026 Apr 28, 2026
CoreCap Advisors, LLC History Added to 193,898 8,897 0.3% 0.07% 195 +148,819 330.13% Q1 2026 Apr 07, 2026
Rothschild Capital Partners, LLC History Reduced 193,509 8,880 2.18% 2.42% 196 -47,446 -19.69% Q1 2026 May 15, 2026
Independent Advisor Alliance History New 193,197 8,865 0.1% 197 +193,197 New Q1 2026 May 12, 2026
Hollow Brook Wealth Management LLC History No change 192,708 8,843 2.26% 2.13% 198 0 0.0% Q1 2026 May 13, 2026
DAVENPORT & Co LLC History Reduced 192,553 8,836 0.05% 0.05% 199 -30,859 -13.81% Q1 2026 Apr 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 191,753 8,799 0.1% 0.1% 200 -2,899 -1.49% Q1 2026 Apr 23, 2026
Tidal Investments LLC History Added to 188,991 8,672 0.02% 0.01% 201 +100,680 114.01% Q1 2026 May 15, 2026
Sigma Planning Corp History Added to 188,952 8,670 0.24% 0.22% 202 +15,523 8.95% Q1 2026 May 04, 2026
Horizon Investments, LLC History Added to 337,032 8,589 0.1% 0.04% 203 +267,195 382.6% Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 186,263 8,547 0.57% 0.61% 204 -25,574 -12.07% Q1 2026 Apr 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 185,259 8,502 0.4% 0.4% 205 -19,116 -9.35% Q1 2026 May 18, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 184,368 8,460 0.93% 0.83% 206 +4,687 2.61% Q1 2026 Apr 16, 2026
Aster Capital Management (DIFC) Ltd History Added to 107,246 8,456 2.76% 0.87% 207 +60,589 129.86% Q1 2026 May 13, 2026
Clarity Financial LLC History Reduced 183,660 8,428 0.92% 0.74% 208 -4,431 -2.36% Q1 2026 May 01, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 177,348 8,138 0.0% 0.0% 209 -4,285 -2.36% Q1 2026 May 15, 2026
FIRST INTERSTATE BANK History Reduced 173,785 7,974 0.45% 0.41% 210 -5,793 -3.23% Q1 2026 Apr 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 168,563 7,947 0.45% 0.19% 211 +91,638 119.13% Q1 2026 Apr 17, 2026
Volterra Technologies LP History Reduced 172,922 7,935 0.96% 0.98% 212 -55,353 -24.25% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 171,636 7,876 0.06% 0.15% 213 -628,366 -78.55% Q1 2026 May 15, 2026
StoneX Group Inc. History Reduced 171,505 7,869 0.42% 1.07% 214 -406,844 -70.35% Q1 2026 May 14, 2026
EDGEWOOD MANAGEMENT LLC History No change 171,236 7,858 0.05% 0.03% 215 0 0.0% Q1 2026 May 14, 2026
MORTON COMMUNITY BANK History Added to 170,179 7,809 1.7% 1.58% 216 +633 0.37% Q1 2026 May 14, 2026
Madison Park Capital Advisors, LLC History Added to 168,501 7,732 6.08% 2.46% 217 +97,393 136.96% Q1 2026 Apr 22, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 180,774 7,717 0.51% 0.51% 218 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Financial Partners, Inc. History Reduced 166,131 7,625 0.06% 0.06% 219 -14,555 -8.06% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Added to 165,805 7,608 0.2% 0.18% 220 +3,172 1.95% Q1 2026 May 14, 2026
Evolution Wealth Advisors, LLC History Added to 165,653 7,601 0.77% 0.66% 221 +11,146 7.21% Q1 2026 May 08, 2026
Gotham Asset Management, LLC History Added to 165,528 7,596 0.02% 0.01% 222 +115,706 232.24% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 164,562 7,551 0.04% 0.05% 223 +14,061 9.34% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 163,932 7,522 0.16% 0.15% 224 +11,105 7.27% Q1 2026 Apr 13, 2026
Capital Investment Advisory Services, LLC History Added to 163,762 7,515 0.55% 0.47% 225 +6,532 4.15% Q1 2026 May 05, 2026
BENJAMIN EDWARDS INC History Added to 163,747 7,514 0.07% 0.07% 226 +8,503 5.48% Q1 2026 May 12, 2026
COMERICA BANK History No change 175,151 7,477 0.03% 0.03% 227 0 0.0% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 162,730 7,467 0.0% 0.0% 228 +29,580 22.22% Q1 2026 May 15, 2026
Brookstone Capital Management History Added to 162,198 7,443 0.09% 0.03% 229 +91,990 131.02% Q1 2026 Apr 16, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 161,733 7,421 0.01% 0.09% 230 -1,138,269 -87.56% Q1 2026 May 14, 2026
Estate Counselors, LLC History Added to 161,218 7,398 0.66% 0.44% 231 +37,874 30.71% Q1 2026 May 15, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 160,638 7,371 1.76% 1.62% 232 +3,455 2.2% Q1 2026 Apr 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 159,706 7,328 0.09% 0.09% 233 -3,587 -2.2% Q1 2026 May 08, 2026
NOTTINGHAM ADVISORS, INC. History Added to 159,247 7,307 0.94% 0.89% 234 +9,693 6.48% Q1 2026 Apr 17, 2026
COURIER CAPITAL LLC History Reduced 158,996 7,296 0.41% 0.43% 235 -18,730 -10.54% Q1 2026 Apr 23, 2026
Financial Enhancement Group LLC History New 157,255 7,258 0.9% 236 +157,255 New Q1 2026 Apr 20, 2026
THOR TRADING ADVISORS, LLC History Added to 157,448 7,225 2.99% 2.59% 237 +12,116 8.34% Q1 2026 May 07, 2026
Regal Investment Advisors LLC History Added to 155,783 7,148 0.41% 0.39% 238 +4,149 2.74% Q1 2026 May 14, 2026
Atria Investments, Inc History Reduced 155,585 7,139 0.08% 0.1% 239 -45,854 -22.76% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 155,369 7,129 0.11% 0.06% 240 +83,098 114.98% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Added to 155,253 7,125 0.11% 0.1% 241 +7,263 4.91% Q1 2026 Apr 14, 2026
Perkins Coie Trust Co History Added to 154,315 7,079 1.36% 1.19% 242 +4,290 2.86% Q1 2026 Apr 15, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 152,173 7,071 4.0% 2.37% 243 +61,847 68.47% Q1 2026 Apr 17, 2026
Sound View Wealth Advisors Group, LLC History Reduced 153,725 7,054 0.48% 0.45% 244 -1,932 -1.24% Q1 2026 May 06, 2026
IMZ Advisory Inc History Reduced 152,895 7,016 2.65% 2.41% 245 -1,204 -0.78% Q1 2026 Apr 08, 2026
PARK AVENUE SECURITIES LLC History Reduced 151,614 6,958 0.05% 0.06% 246 -11,540 -7.07% Q1 2026 Apr 07, 2026
BROWN ADVISORY INC History Added to 150,269 6,895 0.01% 0.01% 247 +1,145 0.77% Q1 2026 May 15, 2026
KCM Capital Inc History Reduced 150,000 6,883 1.11% 1.63% 248 -50,000 -25.0% Q1 2026 May 13, 2026
ARDSLEY ADVISORY PARTNERS LP History Added to 150,000 6,876 0.88% 0.47% 249 +50,000 50.0% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 149,632 6,866 0.08% 0.08% 250 +9,275 6.61% Q1 2026 May 15, 2026
Rockport Wealth LLC History Added to 149,261 6,849 1.25% 0.58% 251 +79,539 114.08% Q1 2026 May 05, 2026
Twin Tree Management, LP History Reduced 145,994 6,699 0.14% 0.07% 252 -41,542 -22.15% Q1 2026 May 14, 2026
Reyes Financial Architecture, Inc. History New 145,931 6,696 5.47% 253 +145,931 New Q1 2026 May 11, 2026
BLAIR WILLIAM & CO/IL History Reduced 142,622 6,544 0.02% 0.02% 254 -164 -0.11% Q1 2026 May 08, 2026
Waycross Investment Management Co History Added to 141,582 6,497 6.2% 4.95% 255 +9,670 7.33% Q1 2026 Apr 13, 2026
Rye Brook Capital LLC History Added to 140,775 6,460 5.96% 2.91% 256 +67,775 92.84% Q1 2026 Apr 28, 2026
Eddie Patel Inc History New 140,300 6,438 4.95% 257 +140,300 New Q1 2026 May 11, 2026
MYDA Advisors LLC History Added to 140,000 6,424 1.06% 0.98% 258 +20,000 16.67% Q1 2026 May 14, 2026
Hippocratic Financial Advisors, LLC History Added to 138,751 6,367 2.79% 2.72% 259 +653 0.47% Q1 2026 Apr 21, 2026
JMAC ENTERPRISES LLC History Added to 137,116 6,292 1.21% 1.09% 260 +3,974 2.98% Q1 2026 May 01, 2026
Dynamic Advisor Solutions LLC History Reduced 136,649 6,270 0.2% 0.2% 261 -6,977 -4.86% Q1 2026 Apr 08, 2026
CMH Wealth Management LLC History New 135,320 6,209 1.07% 262 +135,320 New Q1 2026 Apr 13, 2026
Spire Wealth Management History Reduced 135,291 6,208 0.21% 0.22% 263 -15,527 -10.3% Q1 2026 Apr 22, 2026
Valmark Advisers, Inc. History Added to 134,937 6,192 0.07% 0.06% 264 +29,322 27.76% Q1 2026 May 01, 2026
BANK OF NOVA SCOTIA History Added to 134,642 6,178 0.01% 0.01% 265 +45,212 50.56% Q1 2026 May 14, 2026
Measured Wealth Private Client Group, LLC History Reduced 134,064 6,152 1.68% 1.6% 266 -7,693 -5.43% Q1 2026 May 13, 2026
NICOLET BANKSHARES INC History Added to 131,302 6,027 0.22% 0.08% 267 +120,330 1096.7% Q1 2026 May 14, 2026
MARTIN & CO INC /TN/ History Added to 130,414 5,984 1.02% 0.94% 268 +2,377 1.86% Q1 2026 May 13, 2026
Granby Capital Management, LLC History No change 130,000 5,965 3.42% 2.96% 269 0 0.0% Q1 2026 May 14, 2026
APPLETON PARTNERS INC/MA History Reduced 129,154 5,927 0.41% 0.36% 270 -354 -0.27% Q1 2026 Apr 28, 2026
Strategic Wealth Investment Group, LLC History Reduced 128,218 5,883 0.75% 0.68% 271 -1,010 -0.78% Q1 2026 May 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 127,610 5,856 1.59% 1.56% 272 -2,986 -2.29% Q1 2026 Apr 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 127,340 5,843 0.0% 0.0% 273 +80,971 174.62% Q1 2026 May 07, 2026
Round Rock Advisors LLC History Added to 126,323 5,796 0.89% 0.78% 274 +4,977 4.1% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 135,448 5,782 0.01% 0.01% 275 0 0.0% Q4 2025 Feb 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 125,907 5,777 0.13% 0.12% 276 +1,900 1.53% Q1 2026 May 15, 2026
Kropog Financial Group, LLC History Added to 124,903 5,731 4.66% 4.1% 277 +754 0.61% Q1 2026 Apr 24, 2026
Swan Global Investments, LLC History Reduced 123,494 5,667 0.19% 0.2% 278 -35,982 -22.56% Q1 2026 May 07, 2026
Basepoint Wealth LLC History New 123,420 5,663 3.24% 279 +123,420 New Q1 2026 May 07, 2026
WEDBUSH SECURITIES INC History Reduced 123,327 5,659 0.17% 0.16% 280 -4,115 -3.23% Q1 2026 Apr 21, 2026
Legacy Private Trust Co. History Reduced 123,106 5,649 0.35% 0.31% 281 -792 -0.64% Q1 2026 Apr 07, 2026
FLOYD FINANCIAL GROUP LLC History Added to 122,495 5,637 3.76% 3.81% 282 +1,024 0.84% Q1 2026 Apr 24, 2026
Alphadyne Asset Management LP History Reduced 122,717 5,631 0.1% 0.13% 283 -3,089 -2.46% Q1 2026 May 15, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 122,724 5,631 1.11% 1.03% 284 0 0.0% Q1 2026 May 06, 2026
Broussard Financial Group LLC History Added to 121,839 5,591 4.47% 4.13% 285 +2,413 2.02% Q1 2026 Apr 29, 2026
GAMCO INVESTORS, INC. ET AL History Added to 121,661 5,583 0.05% 0.05% 286 +317 0.26% Q1 2026 May 14, 2026
Allworth Financial LP History Reduced 120,809 5,543 0.02% 0.02% 287 -1,452 -1.19% Q1 2026 May 14, 2026
Gateway Wealth Partners, LLC History Added to 118,957 5,458 0.21% 0.08% 288 +101,779 592.5% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Reduced 118,160 5,422 0.13% 0.14% 289 -14,553 -10.97% Q1 2026 May 11, 2026
Algorithmic Investment Models, LLC History Added to 117,918 5,411 6.68% 6.05% 290 +3,006 2.62% Q1 2026 May 14, 2026
Berger Financial Group, Inc History Added to 117,648 5,398 0.3% 0.29% 291 +684 0.58% Q1 2026 Apr 28, 2026
MGO ONE SEVEN LLC History Added to 117,254 5,380 0.11% 0.09% 292 +10,507 9.84% Q1 2026 May 14, 2026
Envestnet Portfolio Solutions, Inc. History Added to 116,703 5,355 0.03% 0.02% 293 +6,528 5.93% Q1 2026 Apr 29, 2026
Vectors Research Management, LLC History Reduced 114,872 5,271 1.54% 1.78% 294 -21,908 -16.02% Q1 2026 May 05, 2026
TD Waterhouse Canada Inc. History Added to 112,971 5,206 0.02% 0.02% 295 +27,009 31.42% Q1 2026 May 12, 2026
Investors Portfolio Services LLC History Reduced 112,472 5,160 4.78% 4.57% 296 -6,442 -5.42% Q1 2026 May 14, 2026
Csenge Advisory Group History Reduced 111,840 5,132 0.23% 0.23% 297 -6,110 -5.18% Q1 2026 Apr 30, 2026
Wealthfront Advisers LLC History Added to 111,743 5,127 0.01% 0.01% 298 +32,121 40.34% Q1 2026 May 05, 2026
Arete Wealth Advisors, LLC History Added to 111,403 5,107 0.38% 0.1% 299 +72,822 188.75% Q1 2026 May 20, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History Added to 109,802 5,102 1.15% 1.07% 300 +1,046 0.96% Q1 2026 Apr 15, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 110,226 5,058 1.54% 1.52% 301 0 0.0% Q1 2026 May 11, 2026
Mutual Advisors, LLC History Added to 108,336 4,971 0.11% 0.09% 302 +10,666 10.92% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 106,394 4,905 0.05% 0.02% 303 +63,234 146.51% Q1 2026 Apr 07, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 114,733 4,897 1.04% 1.04% 304 0 0.0% Q4 2025 Feb 17, 2026
One Wealth Map LLC History Reduced 105,006 4,888 2.3% 2.34% 305 -2,942 -2.73% Q1 2026 May 04, 2026
INNEALTA CAPITAL, LLC History Reduced 106,372 4,881 3.03% 2.46% 306 -4 -0.0% Q1 2026 May 04, 2026
Vickerman Investment Advisors, Inc. History Reduced 105,764 4,853 1.02% 0.92% 307 -1,851 -1.72% Q1 2026 May 12, 2026
ALERUS FINANCIAL NA History Reduced 105,287 4,831 0.24% 0.27% 308 -23,925 -18.52% Q1 2026 May 12, 2026
Gladstone Institutional Advisory LLC History Reduced 104,944 4,815 0.18% 0.38% 309 -133,688 -56.02% Q1 2026 May 14, 2026
Roundview Capital LLC History Added to 104,519 4,796 0.3% 0.27% 310 +569 0.55% Q1 2026 May 08, 2026
AMICA MUTUAL INSURANCE CO History No change 103,848 4,766 0.41% 0.39% 311 0 0.0% Q1 2026 May 05, 2026
Econ Financial Services Corp History New 103,703 4,758 2.21% 312 +103,703 New Q1 2026 Apr 21, 2026
Ausdal Financial Partners, Inc. History Reduced 103,623 4,755 0.21% 0.28% 313 -38,810 -27.25% Q1 2026 May 12, 2026
Prosperity Consulting Group, LLC History Reduced 103,434 4,746 0.21% 0.2% 314 -2,083 -1.97% Q1 2026 May 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 103,285 4,742 0.3% 0.18% 315 +9,609 10.26% Q1 2026 Apr 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 102,960 4,724 0.06% 0.05% 316 +1,354 1.33% Q1 2026 Apr 20, 2026
UMB Bank, n.a. History Reduced 102,819 4,718 0.07% 0.06% 317 -2,920 -2.76% Q1 2026 May 11, 2026
MidWestOne Financial Group, Inc. History No change 110,452 4,715 0.52% 0.52% 318 0 0.0% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Added to 101,963 4,679 0.49% 0.42% 319 +2,939 2.97% Q1 2026 Apr 21, 2026
D.A. DAVIDSON & CO. History Added to 100,722 4,622 0.03% 0.03% 320 +4,167 4.32% Q1 2026 May 05, 2026
ExodusPoint Capital Management, LP History New 100,000 4,589 0.04% 322 +100,000 New Q1 2026 May 14, 2026
DeepCurrents Investment Group LLC History New 1,000 4,589 0.15% 323 +1,000 New Q1 2026 May 15, 2026
Blue Door Asset Management, LLC History No change 100,000 4,589 2.89% 1.73% 321 0 0.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 99,993 4,588 0.15% 0.09% 324 +35,484 55.01% Q1 2026 May 15, 2026
Innova Wealth Partners History Reduced 99,706 4,575 2.17% 2.36% 325 -9,840 -8.98% Q1 2026 Apr 24, 2026
VVR Holdings LLC History Added to 99,565 4,569 2.36% 2.05% 326 +7,129 7.71% Q1 2026 Apr 16, 2026
Graham Capital Management, L.P. History Reduced 98,830 4,535 0.11% 0.39% 327 -279,000 -73.84% Q1 2026 May 15, 2026
TRUST CO OF OKLAHOMA History Added to 97,975 4,496 1.31% 1.13% 328 +7,035 7.74% Q1 2026 Apr 20, 2026
Quantinno Capital Management LP History Added to 97,765 4,486 0.01% 0.01% 329 +14,234 17.04% Q1 2026 May 15, 2026
Spahn Wealth & Retirement LLC History New 96,620 4,433 5.64% 330 +96,620 New Q1 2026 May 14, 2026
Wealthcare Advisory Partners LLC History Added to 96,241 4,416 0.09% 0.04% 331 +46,342 92.87% Q1 2026 Apr 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 94,506 4,336 0.11% 0.1% 332 +2,643 2.88% Q1 2026 Apr 29, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 93,822 4,305 0.13% 0.13% 333 -1,736 -1.82% Q1 2026 Apr 27, 2026
Ellis Investment Partners, LLC History Reduced 93,758 4,302 0.75% 0.71% 334 -1,807 -1.89% Q1 2026 May 12, 2026
1 NORTH WEALTH SERVICES LLC History Added to 93,387 4,285 1.55% 1.38% 335 +1,291 1.4% Q1 2026 May 04, 2026
CENTRAL TRUST Co History Added to 92,762 4,256 0.08% 0.08% 336 +2,022 2.23% Q1 2026 Apr 17, 2026
Iyo Bank, Ltd. History Added to 92,358 4,238 1.51% 0.31% 338 +69,480 303.7% Q1 2026 May 12, 2026
NewEdge Advisors, LLC History Reduced 336,438 4,238 0.2% 0.06% 337 -29,945 -8.17% Q1 2026 May 15, 2026
AE Wealth Management LLC History Added to 92,312 4,236 0.02% 0.02% 339 +26,057 39.33% Q1 2026 May 13, 2026
Biondo Investment Advisors, LLC History New 91,189 4,184 0.54% 340 +91,189 New Q1 2026 May 14, 2026
Robertson Stephens Wealth Management, LLC History Reduced 90,876 4,170 0.12% 0.24% 341 -120,775 -57.06% Q1 2026 Apr 28, 2026
Strategic Financial Group, LLC History New 90,230 4,140 4.26% 342 +90,230 New Q1 2026 Apr 29, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History New 90,000 4,130 0.42% 343 +90,000 New Q1 2026 May 14, 2026
MONTAG A & ASSOCIATES INC History Added to 89,880 4,124 0.19% 0.12% 344 +26,710 42.28% Q1 2026 Apr 29, 2026
Arkadios Wealth Advisors History Added to 89,548 4,109 0.07% 0.07% 345 +2,383 2.73% Q1 2026 May 18, 2026
CIBC WORLD MARKETS CORP History No change 96,226 4,107 0.02% 0.02% 346 0 0.0% Q4 2025 Feb 12, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 89,423 4,103 3.52% 3.19% 347 +168 0.19% Q1 2026 Apr 28, 2026
Apriem Advisors History No change 89,400 4,102 0.39% 0.35% 348 0 0.0% Q1 2026 May 14, 2026
STEPHENS INC /AR/ History Added to 89,216 4,094 0.05% 0.05% 349 +3,015 3.5% Q1 2026 Apr 28, 2026
BLUELINE ADVISORS LLC History Added to 88,578 4,064 3.15% 2.87% 350 +6,214 7.54% Q1 2026 Apr 07, 2026
Game Plan Financial Advisors, LLC History Added to 88,546 4,063 1.83% 0.02% 351 +87,332 7193.74% Q1 2026 Apr 23, 2026
HANCOCK WHITNEY CORP History Reduced 88,424 4,058 0.07% 0.07% 352 -1,420 -1.58% Q1 2026 May 15, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 88,420 4,057 0.3% 0.23% 353 +10,603 13.63% Q1 2026 Apr 20, 2026
Arta Finance Wealth Management LLC History Added to 88,324 4,053 2.0% 1.86% 354 +2,822 3.3% Q1 2026 Apr 20, 2026
PFG Investments, LLC History Reduced 88,232 4,048 0.19% 0.18% 355 -114 -0.13% Q1 2026 Apr 27, 2026
HAMEL ASSOCIATES, INC. History Added to 87,785 4,028 1.15% 1.12% 356 +655 0.75% Q1 2026 May 07, 2026
Sequoia Financial Advisors, LLC History Reduced 87,625 4,021 0.02% 0.02% 357 -10,036 -10.28% Q1 2026 Apr 30, 2026
AMG National Trust Bank History Added to 86,955 3,990 0.09% 0.07% 358 +22,151 34.18% Q1 2026 May 04, 2026
Geneos Wealth Management Inc. History Added to 86,915 3,988 0.09% 0.05% 359 +38,872 80.91% Q1 2026 May 04, 2026
AAFMAA Wealth Management & Trust LLC History Added to 86,634 3,975 1.54% 1.25% 360 +11,715 15.64% Q1 2026 Apr 08, 2026
Silver Coast Investments LLC History Added to 86,386 3,964 1.27% 1.24% 361 +2,122 2.52% Q1 2026 Apr 22, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 86,325 3,961 0.15% 0.42% 362 -186,148 -68.32% Q1 2026 May 11, 2026
Centric Wealth Management History Added to 85,355 3,957 0.79% 0.73% 363 +3,903 4.79% Q1 2026 May 12, 2026
FORBES J M & CO LLP History No change 85,378 3,917 0.33% 0.3% 364 0 0.0% Q1 2026 Apr 16, 2026
Fiduciary Group, LLC History Reduced 83,787 3,844 0.33% 0.3% 365 -432 -0.51% Q1 2026 May 11, 2026
Moors & Cabot, Inc. History Reduced 83,674 3,839 0.16% 0.15% 366 -349 -0.42% Q1 2026 May 08, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 83,102 3,813 0.86% 0.77% 367 +3,141 3.93% Q1 2026 Apr 15, 2026
MFG WEALTH MANAGEMENT, INC. History Reduced 81,540 3,741 3.1% 2.78% 368 -2,069 -2.47% Q1 2026 Apr 09, 2026
Consolidated Investment Group LLC History Added to 81,470 3,738 0.41% 0.41% 369 +1,730 2.17% Q1 2026 May 04, 2026
Ranch Capital Advisors Inc. History Added to 80,252 3,682 1.33% 1.24% 370 +1,236 1.56% Q1 2026 May 06, 2026
Canton Hathaway, LLC History Added to 80,000 3,671 0.74% 0.63% 371 +3,484 4.55% Q1 2026 Apr 24, 2026
Silphium Asset Management Ltd History Added to 79,787 3,661 1.39% 1.36% 372 +4,827 6.44% Q1 2026 May 05, 2026
WESPAC Advisors SoCal, LLC History Reduced 79,740 3,659 0.78% 0.69% 373 -928 -1.15% Q1 2026 Apr 15, 2026
Focus Financial Network, Inc. History Reduced 79,571 3,651 0.13% 0.12% 374 -266 -0.33% Q1 2026 Apr 14, 2026
Private Wealth Advisors, LLC History Reduced 79,479 3,647 1.03% 1.77% 375 -50,231 -38.73% Q1 2026 May 13, 2026
Key Client Fiduciary Advisors, LLC History Reduced 78,912 3,621 1.23% 1.16% 376 -871 -1.09% Q1 2026 Apr 09, 2026
INVESTMENT PARTNERS, LTD. History Reduced 78,293 3,592 1.28% 1.17% 377 -67 -0.09% Q1 2026 May 05, 2026
Stillwater Capital Advisors, LLC History Reduced 78,109 3,584 0.41% 0.36% 378 -897 -1.14% Q1 2026 Apr 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 77,734 3,571 0.0% 0.0% 379 +38,826 99.79% Q1 2026 May 14, 2026
Compass Wealth Management, LLC/GA History Added to 77,335 3,548 1.52% 1.26% 380 +5,495 7.65% Q1 2026 May 15, 2026
Clare Market Investments LLC History New 76,673 3,518 0.74% 381 +76,673 New Q1 2026 Apr 29, 2026
COMMERCE BANK History Added to 76,351 3,503 0.02% 0.01% 382 +20,617 36.99% Q1 2026 May 11, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 76,318 3,502 0.77% 0.64% 383 +5,138 7.22% Q1 2026 Apr 15, 2026
Concentric Capital Strategies, LP History New 76,301 3,501 0.29% 384 +76,301 New Q1 2026 May 15, 2026
Wealth Quarterback LLC History Reduced 75,934 3,484 1.37% 1.17% 385 -75 -0.1% Q1 2026 Apr 09, 2026
SYON CAPITAL LLC History Added to 75,902 3,483 0.18% 0.15% 386 +5,227 7.4% Q1 2026 May 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 75,454 3,462 0.05% 0.05% 387 -5,261 -6.52% Q1 2026 May 13, 2026
NBT BANK N A /NY History Added to 75,067 3,444 0.23% 0.21% 388 +1,198 1.62% Q1 2026 Apr 28, 2026
Penserra Capital Management LLC History New 74,956 3,439 0.04% 389 +74,956 New Q1 2026 May 11, 2026
VISIONARY HORIZONS, LLC History Added to 74,850 3,434 1.69% 0.74% 390 +41,333 123.32% Q1 2026 Apr 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 74,814 3,432 0.02% 0.02% 391 +1,201 1.63% Q1 2026 May 15, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 74,757 3,430 0.33% 1.6% 392 -317,684 -80.95% Q1 2026 Apr 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 74,084 3,399 0.08% 0.09% 393 +31,833 75.34% Q1 2026 Apr 27, 2026
LCM Capital Management Inc History Added to 73,744 3,384 1.7% 1.52% 394 +278 0.38% Q1 2026 Apr 21, 2026
ASSOCIATED BANC-CORP History Reduced 73,184 3,358 0.09% 0.08% 395 -785 -1.06% Q1 2026 May 01, 2026
Cordatus Wealth Management LLC History Reduced 73,105 3,354 0.8% 0.73% 396 -1,065 -1.44% Q1 2026 Apr 29, 2026
BRAVE ASSET MANAGEMENT INC History Added to 72,784 3,340 0.78% 0.72% 397 +966 1.35% Q1 2026 Apr 17, 2026
Lakeshore Capital Group, Inc. History Added to 72,482 3,326 2.72% 2.45% 398 +750 1.05% Q1 2026 Apr 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 72,115 3,309 0.01% 0.01% 399 +399 0.56% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History Reduced 71,947 3,301 0.04% 0.08% 400 -53,024 -42.43% Q1 2026 Apr 23, 2026
Proficio Capital Partners LLC History Reduced 71,215 3,268 0.17% 0.98% 401 -254,267 -78.12% Q1 2026 May 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 71,120 3,240 0.02% 0.03% 402 -16,313 -18.66% Q1 2026 May 14, 2026
CIM INVESTMENT MANAGEMENT INC History Reduced 70,539 3,237 0.86% 0.79% 403 -339 -0.48% Q1 2026 May 19, 2026
Adams Wealth Management History Added to 70,473 3,233 0.71% 0.62% 404 +2,377 3.49% Q1 2026 May 11, 2026
CacheTech Inc. History Added to 70,473 3,233 0.62% 0.54% 405 +2,377 3.49% Q1 2026 May 11, 2026
Winthrop Capital Management, LLC History Added to 70,105 3,217 0.83% 0.69% 406 +530 0.76% Q1 2026 Apr 28, 2026
SHAKER INVESTMENTS LLC/OH History Reduced 70,086 3,216 1.46% 1.32% 407 -4,423 -5.94% Q1 2026 May 05, 2026
Solstein Capital, LLC History Added to 69,823 3,204 1.32% 0.64% 408 +32,513 87.14% Q1 2026 May 14, 2026
Tenzing Financial LLC History Added to 67,526 3,132 2.35% 2.26% 409 +2,284 3.5% Q1 2026 Apr 15, 2026
Financial Planning Hawaii, Inc. History Reduced 68,160 3,127 1.84% 1.68% 410 -200 -0.29% Q1 2026 Apr 21, 2026
American Assets Investment Management, LLC History No change 68,000 3,120 0.21% 0.2% 411 0 0.0% Q1 2026 May 11, 2026
ST GERMAIN D J CO INC History Reduced 67,929 3,117 0.12% 0.12% 412 -2,811 -3.97% Q1 2026 Apr 13, 2026
Merit Financial Group, LLC History Added to 67,842 3,113 0.02% 0.02% 413 +8,837 14.98% Q1 2026 Apr 15, 2026
Chevy Chase Trust Holdings, LLC History Reduced 67,630 3,103 0.01% 0.01% 414 -28,525 -29.67% Q1 2026 May 15, 2026
Fragasso Financial Advisors Inc History Reduced 66,979 3,092 0.19% 0.17% 415 -323 -0.48% Q1 2026 Apr 07, 2026
Kingsview Wealth Management, LLC History Reduced 66,498 3,051 0.04% 0.7% 416 -1,065,207 -94.12% Q1 2026 May 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 66,370 3,045 0.66% 417 +66,370 New Q1 2026 May 13, 2026
WBH ADVISORY INC History Added to 65,947 3,040 0.23% 0.21% 418 +293 0.45% Q1 2026 Apr 27, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 66,228 3,039 0.3% 0.27% 419 +246 0.37% Q1 2026 Apr 30, 2026
Magnus Financial Group LLC History Reduced 66,207 3,038 0.25% 0.22% 420 -2,015 -2.95% Q1 2026 Apr 10, 2026
FINANCIAL DISCOVERY GROUP INC History New 65,518 3,006 7.02% 421 +65,518 New Q1 2026 May 07, 2026
Sendero Wealth Management, LLC History No change 64,805 2,973 0.33% 0.31% 422 0 0.0% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 69,421 2,963 0.05% 0.05% 423 0 0.0% Q4 2025 Feb 06, 2026
Fortis Group Advisors, LLC History Added to 63,201 2,958 0.49% 0.02% 424 +61,034 2816.52% Q1 2026 May 08, 2026
PATTEN & PATTEN INC/TN History Reduced 64,095 2,941 0.18% 0.16% 425 -937 -1.44% Q1 2026 May 01, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 63,974 2,935 0.01% 0.01% 426 +32,172 101.16% Q1 2026 May 13, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 63,901 2,932 1.02% 0.5% 429 +32,091 100.88% Q1 2026 May 04, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 63,896 2,932 0.16% 0.2% 427 -17,977 -21.96% Q1 2026 Apr 30, 2026
Freestone Capital Holdings, LLC History Reduced 63,911 2,932 0.09% 0.08% 428 -1,801 -2.74% Q1 2026 May 13, 2026
Midwest Financial Group LLC History Added to 63,799 2,927 1.25% 1.16% 430 +2,303 3.74% Q1 2026 Apr 22, 2026
GLENMEDE TRUST CO NA History No change 68,330 2,917 0.01% 0.01% 431 0 0.0% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 63,405 2,909 0.06% 0.05% 432 +209 0.33% Q1 2026 May 01, 2026
TUCKER ASSET MANAGEMENT LLC History No change 67,983 2,902 0.85% 0.85% 433 0 0.0% Q4 2025 Feb 05, 2026
Fox Hill Wealth Management History Added to 63,060 2,893 1.39% 1.14% 434 +5,534 9.62% Q1 2026 May 12, 2026
Valence8 US LP History Reduced 62,955 2,889 1.01% 1.62% 435 -65,115 -50.84% Q1 2026 May 15, 2026
Wayfinding Financial, LLC History Reduced 62,901 2,886 1.25% 1.15% 436 -994 -1.56% Q1 2026 May 12, 2026
Zullo Investment Group, Inc. History Added to 62,372 2,862 1.09% 0.94% 437 +2,159 3.59% Q1 2026 Apr 15, 2026
Wilson & Boucher Capital Management, LLC History Added to 62,263 2,857 1.9% 1.7% 438 +1,707 2.82% Q1 2026 May 18, 2026
HUNTINGTON NATIONAL BANK History Reduced 61,629 2,828 0.02% 0.02% 439 -2,492 -3.89% Q1 2026 May 15, 2026
CTC Alternative Strategies, Ltd. History No change 66,094 2,821 5.29% 5.29% 440 0 0.0% Q4 2025 Feb 18, 2026
RPg Family Wealth Advisory, LLC History Reduced 61,469 2,820 0.59% 0.6% 441 -2,145 -3.37% Q1 2026 May 14, 2026
Cornerstone Wealth Group, LLC History New 62,548 2,811 0.18% 442 +62,548 New Q1 2026 Apr 22, 2026
KOM Wealth Management Group, LLC History Reduced 61,201 2,808 1.91% 1.98% 443 -4,494 -6.84% Q1 2026 Apr 23, 2026
Apollon Wealth Management, LLC History Added to 61,139 2,805 0.05% 0.05% 444 +188 0.31% Q1 2026 Apr 22, 2026
EARNED WEALTH ADVISORS, LLC History New 60,866 2,793 0.19% 445 +60,866 New Q1 2026 May 07, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History Reduced 60,665 2,783 1.79% 1.69% 446 -2,024 -3.23% Q1 2026 Apr 29, 2026
Sage Capital Advisors,llc History Added to 60,495 2,776 0.64% 0.61% 447 +251 0.42% Q1 2026 Apr 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 60,461 2,774 0.01% 448 +60,461 New Q1 2026 May 12, 2026
Hudock, Inc. History Added to 60,424 2,772 0.41% 0.36% 449 +2,640 4.57% Q1 2026 May 13, 2026
Shepherd Financial Partners LLC History Reduced 60,370 2,770 0.26% 0.24% 450 -512 -0.84% Q1 2026 May 11, 2026
Joseph P. Lucia & Associates, LLC History Added to 60,018 2,754 0.98% 0.78% 451 +9,040 17.73% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Reduced 60,000 2,753 0.01% 0.02% 452 -380,000 -86.36% Q1 2026 May 15, 2026
AlphaCore Capital LLC History Reduced 59,979 2,752 0.07% 0.06% 453 -8,014 -11.79% Q1 2026 May 15, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 59,921 2,749 0.72% 0.68% 454 +803 1.36% Q1 2026 Apr 09, 2026
Bellwether Advisors, LLC History New 59,119 2,712 0.46% 455 +59,119 New Q1 2026 May 12, 2026
SMI Advisory Services, LLC History New 58,630 2,706 0.45% 456 +58,630 New Q1 2026 Apr 07, 2026
Risk Paradigm Group, LLC History Reduced 58,897 2,702 2.31% 2.52% 457 -2,386 -3.89% Q1 2026 May 14, 2026
Simmons Bank History Reduced 58,768 2,696 0.18% 0.19% 458 -6,999 -10.64% Q1 2026 Apr 23, 2026
Inscription Capital, LLC History New 58,647 2,691 0.28% 459 +58,647 New Q1 2026 Apr 20, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 58,151 2,668 1.74% 1.67% 460 -2,313 -3.83% Q1 2026 Apr 21, 2026
Western Wealth Management, LLC History Added to 58,030 2,662 0.1% 0.09% 461 +10,079 21.02% Q1 2026 May 19, 2026
DV Trading LLC History Added to 58,000 2,661 0.06% 0.0% 462 +57,413 9780.75% Q1 2026 May 15, 2026
FIRST MERCHANTS CORP History Reduced 57,901 2,657 0.1% 0.1% 463 -8,219 -12.43% Q1 2026 Apr 16, 2026
Braeburn Wealth Management LLC History Reduced 57,683 2,647 1.51% 2.58% 464 -60,645 -51.25% Q1 2026 Apr 17, 2026
Community Bank, N.A. History Reduced 57,513 2,638 0.31% 0.29% 465 -541 -0.93% Q1 2026 May 12, 2026
Aspen Investment Management Inc History Reduced 57,459 2,637 0.81% 0.74% 466 -70 -0.12% Q1 2026 Apr 15, 2026
Laurel Wealth Advisors LLC History Reduced 58,417 2,612 0.26% 0.33% 467 -291 -0.5% Q1 2026 May 12, 2026
Ironsides Asset Advisors, LLC History Reduced 56,743 2,603 0.65% 0.66% 468 -4,015 -6.61% Q1 2026 May 11, 2026
Coastal Bridge Advisors, LLC History Added to 56,298 2,583 0.18% 0.17% 469 +1,708 3.13% Q1 2026 May 14, 2026
Grandview Asset Management LLC History Added to 55,461 2,542 0.74% 0.53% 470 +9,997 21.99% Q1 2026 May 07, 2026
Stolper Co History Added to 26,235 2,532 0.72% 0.25% 471 +6,957 36.09% Q1 2026 Apr 13, 2026
Meridian Wealth Management, LLC History Added to 55,133 2,526 0.09% 0.07% 472 +7,562 15.9% Q1 2026 May 06, 2026
Avior Wealth Management, LLC History Added to 54,979 2,522 0.07% 0.05% 473 +17,862 48.12% Q1 2026 Apr 09, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 54,827 2,515 0.43% 0.4% 474 -1,317 -2.35% Q1 2026 May 13, 2026
Quantbot Technologies LP History Added to 54,707 2,510 0.1% 0.03% 475 +32,007 141.0% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 54,620 2,506 0.29% 0.13% 476 +32,734 149.57% Q1 2026 May 15, 2026
Modera Wealth Management, LLC History Reduced 54,385 2,495 0.03% 0.03% 477 -1,831 -3.26% Q1 2026 May 06, 2026
Walleye Capital LLC History Reduced 54,311 2,492 0.01% 0.08% 478 -558,249 -91.13% Q1 2026 May 13, 2026
Asset Advisors Investment Management, LLC History Added to 53,840 2,470 0.24% 0.2% 479 +3,615 7.2% Q1 2026 Apr 16, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 53,326 2,447 0.04% 0.04% 480 -4,774 -8.22% Q1 2026 Apr 21, 2026
S. R. Schill & Associates History Reduced 52,815 2,423 1.64% 2.86% 481 -42,186 -44.41% Q1 2026 May 01, 2026
CORRADO ADVISORS, LLC History Reduced 52,592 2,413 1.26% 1.13% 482 -356 -0.67% Q1 2026 Apr 30, 2026
Hills Bank & Trust Co History Added to 52,285 2,399 0.12% 0.08% 483 +20,568 64.85% Q1 2026 May 01, 2026
Accretive Wealth Partners, LLC History Added to 52,280 2,399 0.67% 0.66% 484 +410 0.79% Q1 2026 Apr 22, 2026
SeaCrest Wealth Management, LLC History Reduced 52,012 2,386 0.26% 0.27% 485 -12,006 -18.75% Q1 2026 Apr 15, 2026
Corundum Group, Inc. History Added to 51,948 2,383 0.8% 0.61% 486 +9,257 21.68% Q1 2026 Apr 20, 2026
M&T BANK CORP History Reduced 51,840 2,378 0.01% 0.01% 487 -2,226 -4.12% Q1 2026 May 12, 2026
Investment Management Trust, LLC History New 51,498 2,363 2.3% 488 +51,498 New Q1 2026 Apr 24, 2026
Zuckerman Investment Group, LLC History Added to 51,445 2,360 0.22% 0.19% 489 +595 1.17% Q1 2026 May 15, 2026
Keystone Financial Group History Added to 51,403 2,358 0.16% 0.15% 490 +3,729 7.82% Q1 2026 May 13, 2026
Virtue Capital Management, LLC History Reduced 51,240 2,352 0.36% 0.36% 491 -2,141 -4.01% Q1 2026 May 07, 2026
Mechanics Bank Trust Department History Reduced 51,208 2,349 0.33% 0.29% 492 -405 -0.78% Q1 2026 Apr 09, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History New 51,172 2,348 0.84% 493 +51,172 New Q1 2026 Apr 16, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 50,810 2,331 2.23% 494 +50,810 New Q1 2026 May 06, 2026
1ST SOURCE BANK History Added to 50,750 2,328 0.12% 0.08% 495 +14,676 40.68% Q1 2026 May 04, 2026
Transamerica Financial Advisors, LLC History Added to 50,726 2,327 0.2% 0.15% 496 +8,286 19.52% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 50,703 2,326 0.03% 0.03% 497 +4,261 9.17% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 50,617 2,322 0.0% 0.0% 498 -46,262 -47.75% Q1 2026 May 05, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 50,533 2,319 0.55% 0.53% 499 +4,698 10.25% Q1 2026 May 07, 2026
SHUTTLEWORTH & Co History Added to 50,512 2,317 2.1% 1.94% 500 +828 1.67% Q1 2026 May 20, 2026
Secure Asset Management, LLC History Added to 50,406 2,313 0.37% 0.32% 501 +2,235 4.64% Q1 2026 Apr 09, 2026
Private Capital Management, LLC History Reduced 50,257 2,306 0.23% 0.2% 502 -1,079 -2.1% Q1 2026 May 15, 2026
Venturi Wealth Management, LLC History Reduced 50,068 2,297 0.1% 0.1% 503 -1,930 -3.71% Q1 2026 Apr 21, 2026
D. E. Shaw & Co., Inc. History Reduced 49,592 2,275 0.0% 0.01% 504 -219,179 -81.55% Q1 2026 May 15, 2026
Anfield Capital Management, LLC History Added to 49,470 2,270 0.62% 0.61% 505 +4,225 9.34% Q1 2026 May 12, 2026
CITY HOLDING CO History Added to 49,343 2,263 0.28% 0.22% 506 +7,774 18.7% Q1 2026 Apr 15, 2026
Park Edge Advisors, LLC History Reduced 49,276 2,261 0.52% 0.94% 507 -47,955 -49.32% Q1 2026 Apr 20, 2026
McCollum Christoferson Group LLC History New 48,940 2,245 0.67% 508 +48,940 New Q1 2026 Apr 10, 2026
Clark Capital Management Group, Inc. History New 48,914 2,244 0.01% 509 +48,914 New Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Reduced 48,865 2,242 0.05% 0.05% 510 -1,144 -2.29% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History No change 48,784 2,238 0.0% 0.0% 511 0 0.0% Q1 2026 May 13, 2026
Retireful, LLC History Reduced 48,433 2,222 3.13% 2.65% 512 -681 -1.39% Q1 2026 Apr 15, 2026
Aristides Capital LLC History Added to 48,308 2,216 0.48% 0.32% 513 +6,112 14.48% Q1 2026 May 14, 2026
Choate Investment Advisors History No change 48,240 2,213 0.04% 0.04% 514 0 0.0% Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 48,000 2,202 0.09% 0.08% 515 0 0.0% Q1 2026 May 01, 2026
WJ Financial Advisors LLC History Added to 47,898 2,198 1.77% 1.65% 516 +4,540 10.47% Q1 2026 May 04, 2026
Fluent Financial, LLC History Reduced 47,337 2,195 0.8% 3.98% 517 -197,039 -80.63% Q1 2026 Apr 15, 2026
Westwind Capital History New 47,632 2,186 0.52% 518 +47,632 New Q1 2026 Apr 14, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 47,602 2,184 0.13% 0.13% 519 +263 0.56% Q1 2026 May 05, 2026
Compass Financial Group, Inc. History Added to 47,456 2,177 0.98% 0.89% 520 +201 0.43% Q1 2026 May 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 47,315 2,171 0.07% 0.04% 521 -4,467 -8.63% Q1 2026 Apr 29, 2026
Belpointe Asset Management LLC History Added to 47,220 2,166 0.08% 0.04% 522 +21,328 82.37% Q1 2026 Apr 28, 2026
Savior LLC History Reduced 47,097 2,161 7.71% 7.95% 523 -4,460 -8.65% Q1 2026 Apr 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 46,856 2,150 0.61% 0.55% 524 +1,785 3.96% Q1 2026 Apr 30, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 46,821 2,148 0.25% 0.19% 525 +7,389 18.74% Q1 2026 May 11, 2026
Flagship Private Wealth, LLC History Added to 46,699 2,143 0.87% 0.59% 526 +11,341 32.07% Q1 2026 Apr 24, 2026
Concentrum Wealth Management History Added to 46,672 2,141 0.63% 0.52% 527 +3,291 7.59% Q1 2026 May 04, 2026
Clarus Wealth Advisors History Added to 45,854 2,121 0.9% 0.76% 528 +2,815 6.54% Q1 2026 Apr 08, 2026
J.Safra Asset Management Corp History Added to 46,152 2,117 0.11% 0.1% 529 +122 0.27% Q1 2026 May 04, 2026
TCP Asset Management, LLC History New 46,131 2,116 0.27% 530 +46,131 New Q1 2026 Apr 10, 2026
Koa Wealth Management, LLC History Added to 45,962 2,109 1.52% 1.28% 531 +2,182 4.98% Q1 2026 Apr 29, 2026
Providence First Trust Co History Reduced 45,683 2,096 0.74% 0.83% 532 -10,816 -19.14% Q1 2026 May 04, 2026
Everstar Asset Management, LLC History Reduced 45,624 2,092 1.11% 1.2% 533 -7,003 -13.31% Q1 2026 Apr 16, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 45,508 2,088 0.13% 0.11% 534 0 0.0% Q1 2026 Apr 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 45,454 2,085 0.04% 0.05% 535 -5,832 -11.37% Q1 2026 Apr 27, 2026
Second Half Financial Partners, LLC History Added to 45,445 2,085 0.94% 0.78% 536 +4,433 10.81% Q1 2026 May 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 45,639 2,084 0.04% 0.04% 537 +23,756 108.56% Q1 2026 May 01, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 45,244 2,076 0.04% 0.04% 538 -2,443 -5.12% Q1 2026 May 11, 2026
Uptown Financial Advisors LLC History Added to 45,235 2,075 1.65% 1.26% 539 +3,945 9.55% Q1 2026 Apr 13, 2026
PW Nova Financial Services LLC History Added to 45,057 2,067 0.52% 0.35% 540 +23,890 112.86% Q1 2026 Apr 15, 2026
Crews Bank & Trust History Reduced 44,805 2,056 0.3% 0.28% 541 -865 -1.89% Q1 2026 May 13, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 44,580 2,045 0.05% 0.05% 542 -1,178 -2.57% Q1 2026 Apr 15, 2026
Hansen & Associates Financial Group, Inc. History Added to 43,974 2,037 1.1% 0.3% 543 +31,686 257.86% Q1 2026 May 11, 2026
Simplicity Wealth,LLC History Reduced 44,290 2,032 0.12% 0.12% 544 -4,799 -9.78% Q1 2026 Apr 30, 2026
Cranbrook Wealth Management, LLC History Reduced 43,954 2,017 0.41% 0.37% 546 -255 -0.58% Q1 2026 Apr 15, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 43,964 2,017 0.02% 0.02% 545 +83 0.19% Q1 2026 May 01, 2026
Intrepid Financial Planning Group LLC History Added to 43,900 2,014 0.81% 0.7% 547 +508 1.17% Q1 2026 May 13, 2026
Advisor OS, LLC History Reduced 43,880 2,013 0.15% 0.15% 548 -676 -1.52% Q1 2026 May 07, 2026
SEI INVESTMENTS CO History New 43,679 2,004 0.0% 549 +43,679 New Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Added to 43,665 2,003 0.18% 0.16% 550 +939 2.2% Q1 2026 Apr 30, 2026
LANE BROTHERS & CO INC History Added to 43,457 1,994 1.45% 1.17% 551 +5,660 14.97% Q1 2026 May 05, 2026
Bravera Wealth History Added to 43,428 1,992 0.9% 0.72% 552 +9,611 28.42% Q1 2026 Apr 22, 2026
FORONJY FINANCIAL LLC History Added to 43,350 1,989 0.83% 0.74% 553 +2,072 5.02% Q1 2026 Apr 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 43,159 1,980 0.07% 0.06% 554 +3 0.01% Q1 2026 May 07, 2026
CHILTON INVESTMENT CO INC. History No change 43,000 1,973 0.05% 0.04% 555 0 0.0% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Added to 42,724 1,960 0.01% 0.0% 556 +31,340 275.3% Q1 2026 May 13, 2026
Maridea Wealth Management LLC History Added to 42,619 1,955 0.28% 0.27% 557 +652 1.55% Q1 2026 Apr 21, 2026
NCM Capital Management, LLC History Reduced 42,468 1,948 0.7% 0.68% 558 -479 -1.12% Q1 2026 May 15, 2026
Premier Path Wealth Partners, LLC History Reduced 42,222 1,937 0.25% 0.28% 559 -9,451 -18.29% Q1 2026 Apr 23, 2026
Certified Advisory Corp History Reduced 41,907 1,923 0.17% 0.17% 560 -3,050 -6.78% Q1 2026 Apr 17, 2026
M1 Capital Management LLC History Added to 41,638 1,910 0.88% 0.74% 561 +111 0.27% Q1 2026 May 08, 2026
Cresset Asset Management, LLC History Added to 41,594 1,908 0.01% 0.01% 562 +11,795 39.58% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Reduced 41,252 1,900 0.1% 0.1% 563 -8,769 -17.53% Q1 2026 May 12, 2026
Centurion Wealth Management LLC History Reduced 41,383 1,899 0.43% 1.32% 565 -99,317 -70.59% Q1 2026 Apr 10, 2026
Venture Visionary Partners LLC History No change 41,386 1,899 0.06% 0.06% 564 0 0.0% Q1 2026 May 14, 2026
Client First Investment Management LLC History New 41,208 1,891 0.98% 566 +41,208 New Q1 2026 Apr 10, 2026
PROFFITT & GOODSON INC History Reduced 41,082 1,885 0.29% 0.24% 567 -38 -0.09% Q1 2026 May 06, 2026
Sava Infond d.o.o. History No change 41,080 1,885 0.27% 0.24% 568 0 0.0% Q1 2026 May 11, 2026
Laraway Financial Advisors Inc History Reduced 40,872 1,875 1.32% 1.14% 569 -91 -0.22% Q1 2026 May 14, 2026
Performance Wealth Partners, LLC History Added to 40,446 1,856 0.05% 0.05% 570 +8 0.02% Q1 2026 Apr 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 40,391 1,853 0.06% 0.19% 571 -96,087 -70.4% Q1 2026 May 14, 2026
Summit Wealth Partners, LLC History Added to 40,397 1,853 0.29% 0.1% 572 +28,305 234.08% Q1 2026 Apr 17, 2026
Vise Technologies, Inc. History No change 43,403 1,852 0.04% 0.04% 573 0 0.0% Q1 2026 Apr 21, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 40,169 1,844 0.0% 0.0% 574 +3 0.01% Q1 2026 May 15, 2026
Stamos Capital Partners, L.P. History Added to 39,982 1,834 0.29% 0.27% 575 +350 0.88% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 39,500 1,821 0.13% 0.12% 576 -1,955 -4.72% Q1 2026 May 01, 2026
GROUP ONE TRADING LLC History New 39,569 1,815 0.0% 577 +39,569 New Q1 2026 May 13, 2026
Apella Capital, LLC History New 39,159 1,807 0.03% 579 +39,159 New Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 39,386 1,807 0.03% 0.02% 578 -2,724 -6.47% Q1 2026 May 01, 2026
Hilltop Holdings Inc. History Reduced 39,218 1,799 0.16% 0.21% 580 -43,195 -52.41% Q1 2026 May 14, 2026
World Investment Advisors History Added to 39,212 1,799 0.03% 0.02% 581 +4,417 12.69% Q1 2026 Apr 27, 2026
Stratos Wealth Partners, LTD. History Added to 39,104 1,794 0.02% 0.02% 582 +1,755 4.7% Q1 2026 Apr 28, 2026
City Center Advisors, LLC History Reduced 38,988 1,789 1.65% 2.18% 583 -16,391 -29.6% Q1 2026 Apr 07, 2026
Lionsbridge Wealth Management LLC History Added to 38,928 1,786 1.8% 1.64% 584 +872 2.29% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 38,818 1,781 0.03% 0.03% 585 +2,880 8.01% Q1 2026 May 07, 2026
Integrated Advisors Network LLC History Reduced 38,406 1,762 0.09% 0.1% 586 -17,043 -30.74% Q1 2026 Apr 28, 2026
Global View Capital Management LLC History Added to 38,322 1,758 0.47% 0.19% 587 +14,997 64.3% Q1 2026 May 04, 2026
Orange Investment Advisors, Inc. History Reduced 38,304 1,757 0.23% 0.2% 588 -3,483 -8.34% Q1 2026 Apr 22, 2026
CENTRAL BANK & TRUST CO History Reduced 38,268 1,756 0.28% 0.26% 589 -748 -1.92% Q1 2026 Apr 07, 2026
Per Stirling Capital Management, LLC. History Added to 38,127 1,749 0.19% 0.03% 590 +31,602 484.32% Q1 2026 May 11, 2026
WEXFORD CAPITAL LP History Added to 37,952 1,741 0.25% 0.29% 591 +2,678 7.59% Q1 2026 May 15, 2026
CHEMUNG CANAL TRUST CO History Reduced 37,796 1,734 0.35% 0.32% 592 -37 -0.1% Q1 2026 Apr 22, 2026
STABLEFORD CAPITAL II LLC History Reduced 36,986 1,697 0.63% 0.82% 593 -16,049 -30.26% Q1 2026 Apr 06, 2026
J. Safra Sarasin Holding AG History Added to 36,759 1,687 0.03% 0.02% 594 +1,779 5.09% Q1 2026 May 04, 2026
Polymer Capital Management (HK) LTD History No change 36,768 1,687 0.15% 0.22% 595 0 0.0% Q1 2026 May 14, 2026
Ransom Advisory, Ltd History No change 39,449 1,684 0.66% 0.66% 596 0 0.0% Q4 2025 Jan 06, 2026
FLOW TRADERS U.S. LLC History New 36,323 1,667 0.05% 597 +36,323 New Q1 2026 May 15, 2026
WP Advisors, LLC History Reduced 36,274 1,664 0.43% 0.39% 598 -88 -0.24% Q1 2026 May 04, 2026
Spinnaker Investment Group, LLC History Added to 36,185 1,660 0.34% 0.24% 599 +5,775 18.99% Q1 2026 Apr 08, 2026
Jacobi Capital Management LLC History Added to 36,168 1,659 0.09% 0.08% 600 +4,862 15.53% Q1 2026 May 13, 2026
Freedom Financial Partners LLC History Added to 36,007 1,652 0.59% 0.55% 602 +790 2.24% Q1 2026 Apr 16, 2026
Prentice Wealth Management LLC History Reduced 36,014 1,652 0.37% 0.35% 601 -76 -0.21% Q1 2026 Apr 17, 2026
Altura Wealth Advisors Inc. History Reduced 35,832 1,644 0.72% 1.03% 603 -20,217 -36.07% Q1 2026 May 12, 2026
PeakShares LLC History Added to 35,768 1,641 1.51% 1.45% 604 +1,008 2.9% Q1 2026 May 05, 2026
Kassira Wealth Management LLC History Added to 35,422 1,625 1.49% 1.43% 605 +153 0.43% Q1 2026 Apr 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 35,260 1,618 0.13% 0.11% 606 -327 -0.92% Q1 2026 Apr 23, 2026
Excelsior Advisor Network LLC History No change 34,688 1,591 0.61% 0.72% 607 0 0.0% Q1 2026 May 15, 2026
Evernest Financial Advisors, LLC History Added to 34,316 1,585 0.33% 0.29% 608 +2,219 6.91% Q1 2026 May 04, 2026
Pallas Capital Advisors LLC History Reduced 34,527 1,584 0.06% 0.05% 609 -4,242 -10.94% Q1 2026 Apr 21, 2026
GeoWealth Management, LLC History Added to 34,495 1,582 0.06% 0.04% 610 +9,695 39.09% Q1 2026 May 13, 2026
Cladis Investment Advisory, LLC History Added to 34,387 1,578 0.87% 0.75% 611 +2,277 7.09% Q1 2026 May 15, 2026
Wealthspire Retirement, LLC History Added to 34,296 1,573 0.09% 0.09% 612 +1,275 3.86% Q1 2026 May 13, 2026
Asset Allocation Strategies LLC History Reduced 34,235 1,571 0.28% 0.31% 613 -5,166 -13.11% Q1 2026 Apr 22, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 34,137 1,566 1.02% 0.95% 614 -449 -1.3% Q1 2026 Apr 28, 2026
111 Capital History Reduced 33,914 1,556 0.38% 1.53% 615 -130,739 -79.4% Q1 2026 May 11, 2026
GM Advisory Group, LLC History Added to 33,861 1,553 0.06% 0.05% 616 +6,125 22.08% Q1 2026 Apr 28, 2026
NewEdge Wealth, LLC History Added to 33,624 1,543 0.02% 0.01% 617 +5,047 17.66% Q1 2026 May 13, 2026
Accel Wealth Management History Reduced 33,540 1,539 0.4% 0.44% 618 -4,548 -11.94% Q1 2026 Apr 08, 2026
Everest Financial Group LLC History New 33,242 1,525 0.25% 619 +33,242 New Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History Added to 33,142 1,520 0.08% 0.07% 620 +2,334 7.58% Q1 2026 Apr 17, 2026
Turn8 Private Wealth Inc. History Added to 33,069 1,518 0.95% 0.7% 621 +10,298 45.22% Q1 2026 Apr 27, 2026
CABANA LLC History Reduced 33,028 1,515 11.89% 12.48% 622 -5,992 -15.36% Q1 2026 Apr 28, 2026
ATX Financial Planning, LLC History Added to 32,856 1,507 1.14% 0.35% 623 +22,262 210.14% Q1 2026 Apr 30, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 32,808 1,505 0.17% 0.36% 624 -44,910 -57.79% Q1 2026 Apr 29, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History Added to 32,791 1,504 1.44% 1.3% 625 +268 0.82% Q1 2026 Apr 14, 2026
Samalin Investment Counsel, LLC History Added to 32,585 1,495 0.53% 0.49% 626 +62 0.19% Q1 2026 Apr 22, 2026
Realta Investment Advisors History Added to 32,078 1,472 0.51% 0.3% 627 +10,640 49.63% Q1 2026 Apr 22, 2026
Clear Creek Financial Management, LLC History Reduced 31,967 1,466 0.11% 0.11% 628 -182 -0.57% Q1 2026 Apr 22, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 31,888 1,463 0.65% 0.43% 630 +9,921 45.16% Q1 2026 Apr 15, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 31,905 1,463 0.69% 0.65% 629 -735 -2.25% Q1 2026 Apr 20, 2026
Shum Financial Group, Inc. History Added to 31,679 1,453 1.03% 0.97% 631 +38 0.12% Q1 2026 Apr 22, 2026
Capital Advisors, Ltd. LLC History Added to 31,517 1,446 0.16% 0.15% 632 +241 0.77% Q1 2026 Apr 16, 2026
Horizon Family Wealth, Inc. History Added to 31,497 1,445 0.76% 0.7% 633 +737 2.4% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 31,296 1,436 0.04% 0.02% 634 +11,545 58.45% Q1 2026 May 13, 2026
TICINO WEALTH History Reduced 28,142 1,435 0.5% 0.46% 635 -1,120 -3.83% Q1 2026 Apr 22, 2026
Sharper & Granite LLC History Reduced 31,190 1,431 0.49% 0.64% 637 -11,092 -26.23% Q1 2026 Apr 08, 2026
Financial & Tax Architects, LLC History Reduced 31,194 1,431 0.32% 0.3% 636 -233 -0.74% Q1 2026 Apr 23, 2026
Ameritas Advisory Services, LLC History Reduced 31,125 1,428 0.06% 0.05% 638 -2,905 -8.54% Q1 2026 May 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 31,038 1,424 0.09% 0.08% 639 0 0.0% Q1 2026 Apr 14, 2026
HBK Sorce Advisory LLC History Added to 31,836 1,423 0.03% 0.03% 640 +1,357 4.45% Q1 2026 May 11, 2026
Parkside Investments, LLC History Added to 31,000 1,422 0.17% 0.16% 641 +1,000 3.33% Q1 2026 Apr 08, 2026
CWA Asset Management Group, LLC History Reduced 30,877 1,416 0.05% 0.05% 642 -2,769 -8.23% Q1 2026 Apr 20, 2026
HBW ADVISORY SERVICES LLC History Added to 30,779 1,412 0.15% 0.11% 643 +6,440 26.46% Q1 2026 May 04, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 30,652 1,406 0.01% 0.01% 644 -4,028 -11.61% Q1 2026 May 14, 2026
KINTRA WEALTH, LLC History New 30,494 1,399 0.1% 645 +30,494 New Q1 2026 May 15, 2026
Essex LLC History Added to 30,200 1,385 0.24% 0.22% 646 +1,508 5.26% Q1 2026 Apr 24, 2026
Nvest Financial, LLC History Reduced 29,972 1,375 0.51% 0.54% 647 -561 -1.84% Q1 2026 Apr 28, 2026
Bluebird Wealth Management LLC History Added to 29,838 1,369 1.4% 1.16% 648 +627 2.15% Q1 2026 May 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 29,783 1,366 0.06% 0.06% 649 +17 0.06% Q1 2026 Apr 28, 2026
Caption Management, LLC History New 29,700 1,362 0.01% 650 +29,700 New Q1 2026 May 15, 2026
HB Wealth Management, LLC History Added to 29,645 1,360 0.01% 0.01% 651 +959 3.34% Q1 2026 Apr 27, 2026
LEE DANNER & BASS INC History Reduced 29,555 1,356 0.09% 0.09% 652 -615 -2.04% Q1 2026 Apr 28, 2026
Diversified Enterprises, LLC History Reduced 29,383 1,348 0.07% 0.08% 653 -1,465 -4.75% Q1 2026 May 14, 2026
Sepio Capital, LP History Reduced 29,354 1,347 0.07% 0.07% 654 -430 -1.44% Q1 2026 May 13, 2026
Summit Financial Consulting LLC History Added to 29,325 1,345 0.96% 0.6% 655 +10,007 51.8% Q1 2026 Apr 10, 2026
Pine Valley Investments Ltd Liability Co History No change 31,401 1,340 0.06% 0.06% 656 0 0.0% Q4 2025 Feb 13, 2026
WINCAP FINANCIAL LLC History Added to 29,154 1,337 0.89% 0.81% 657 +1,440 5.2% Q1 2026 Apr 09, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 29,060 1,333 0.04% 0.05% 658 -7,462 -20.43% Q1 2026 May 06, 2026
PURSUIT WEALTH STRATEGIES, LLC History Added to 28,947 1,328 1.85% 1.59% 659 +2,338 8.79% Q1 2026 May 15, 2026
Symmetry Partners, LLC History Added to 28,864 1,324 0.08% 0.03% 660 +17,848 162.02% Q1 2026 Apr 27, 2026
Ensign Peak Advisors, Inc History Added to 28,811 1,322 0.0% 0.0% 661 +7,394 34.52% Q1 2026 May 13, 2026
Creekside Partners History Added to 28,828 1,322 0.54% 0.47% 662 +2,787 10.7% Q1 2026 Apr 21, 2026
Counterweight Ventures, LLC History Added to 28,738 1,318 0.74% 0.55% 664 +5,807 25.32% Q1 2026 Apr 27, 2026
WealthShield Partners, LLC History Added to 28,721 1,318 0.15% 0.14% 663 +9 0.03% Q1 2026 May 01, 2026
Midwest Trust Co History Added to 28,559 1,310 0.02% 0.02% 665 +60 0.21% Q1 2026 May 01, 2026
Purus Wealth Management, LLC History Added to 28,465 1,306 0.42% 0.34% 666 +3,173 12.55% Q1 2026 Apr 15, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History No change 28,440 1,305 1.22% 1.09% 667 0 0.0% Q1 2026 May 15, 2026
Wall Capital Group, Inc. History Added to 28,426 1,304 1.39% 0.92% 668 +5,907 26.23% Q1 2026 Apr 20, 2026
Fourth Dimension Wealth, LLC History Added to 28,415 1,303 0.49% 0.44% 669 +105 0.37% Q1 2026 May 11, 2026
Jaffetilchin Investment Partners, LLC History Added to 28,388 1,302 0.08% 0.07% 670 +976 3.56% Q1 2026 May 13, 2026
Rehmann Capital Advisory Group History Added to 28,246 1,296 0.07% 0.04% 671 +11,677 70.47% Q1 2026 May 15, 2026
Granite Harbor Advisors, Inc. History Reduced 28,217 1,294 0.56% 0.52% 672 -864 -2.97% Q1 2026 Apr 23, 2026
Rothschild Wealth LLC History New 28,021 1,285 0.12% 673 +28,021 New Q1 2026 May 06, 2026
3EDGE Asset Management, LP History Added to 27,888 1,280 0.06% 0.05% 674 +5,342 23.69% Q1 2026 May 15, 2026
Private Wealth Group, LLC History No change 27,770 1,274 0.59% 0.57% 675 0 0.0% Q1 2026 Apr 23, 2026
J. Goldman & Co LP History Added to 27,700 1,271 0.04% 0.02% 676 +7,977 40.45% Q1 2026 May 15, 2026
Alpha Cubed Investments, LLC History No change 29,726 1,269 0.04% 0.04% 677 0 0.0% Q4 2025 Feb 03, 2026
Strategic Blueprint, LLC History Reduced 27,633 1,268 0.07% 0.08% 678 -5,847 -17.46% Q1 2026 Apr 29, 2026
SCS Capital Management LLC History Reduced 27,623 1,267 0.01% 0.01% 679 -2,416 -8.04% Q1 2026 May 11, 2026
Opus Financial Solutions LLC History Reduced 27,611 1,267 1.19% 1.14% 680 -777 -2.74% Q1 2026 May 08, 2026
Platform Technology Partners History Added to 27,506 1,262 0.24% 0.21% 681 +4,105 17.54% Q1 2026 Apr 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 27,249 1,250 0.1% 0.08% 682 +3,325 13.9% Q1 2026 May 13, 2026
Dorsey & Whitney Trust CO LLC History New 27,204 1,248 0.07% 683 +27,204 New Q1 2026 May 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 27,065 1,242 0.21% 0.21% 684 -2,370 -8.05% Q1 2026 Apr 08, 2026
CULLEN/FROST BANKERS, INC. History Added to 26,913 1,235 0.01% 0.01% 685 +4,115 18.05% Q1 2026 May 05, 2026
Resonant Capital Advisors, LLC History No change 26,930 1,235 0.06% 0.06% 686 0 0.0% Q1 2026 Apr 29, 2026
Sage Capital Management, LLC History Added to 26,739 1,227 0.58% 0.52% 687 +116 0.44% Q1 2026 Apr 15, 2026
Edgestream Partners, L.P. History Reduced 26,686 1,224 0.04% 0.04% 688 -9,797 -26.85% Q1 2026 May 18, 2026
REGIONS FINANCIAL CORP History Added to 26,603 1,220 0.01% 0.01% 689 +2,259 9.28% Q1 2026 May 05, 2026
Bright Futures Wealth Management, LLC. History New 26,561 1,218 0.83% 690 +26,561 New Q1 2026 Apr 15, 2026
Telos Capital Management, Inc. History Added to 26,487 1,215 0.12% 0.1% 691 +1,347 5.36% Q1 2026 Apr 16, 2026
BBR PARTNERS, LLC History No change 26,410 1,211 0.07% 0.06% 692 0 0.0% Q1 2026 May 12, 2026
Apollon Financial, LLC History Added to 26,219 1,203 0.17% 0.16% 693 +364 1.41% Q1 2026 Apr 22, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 26,210 1,202 0.41% 0.41% 694 -602 -2.25% Q1 2026 Apr 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 26,057 1,195 0.31% 0.31% 695 -608 -2.28% Q1 2026 Apr 29, 2026
Centennial Bank/AR/ History Added to 26,005 1,193 0.43% 0.42% 696 +1,207 4.87% Q1 2026 May 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 25,969 1,191 0.07% 0.08% 697 -3,610 -12.2% Q1 2026 Apr 09, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 25,878 1,187 0.83% 0.64% 698 +738 2.94% Q1 2026 Apr 30, 2026
JBR Co Financial Management Inc History No change 27,712 1,183 0.5% 0.5% 699 0 0.0% Q1 2026 Apr 08, 2026
Intrua Financial, LLC History Reduced 25,742 1,181 0.12% 0.36% 700 -54,783 -68.03% Q1 2026 Apr 23, 2026
Advyzon Investment Management, LLC History Added to 25,740 1,181 0.11% 0.13% 701 +175 0.68% Q1 2026 May 12, 2026
Cypress Capital Group History Reduced 25,590 1,174 0.13% 0.14% 702 -2,740 -9.67% Q1 2026 May 15, 2026
Waldron Private Wealth LLC History No change 25,578 1,173 0.05% 0.04% 703 0 0.0% Q1 2026 Apr 10, 2026
Fairvoy Private Wealth, LLC History Reduced 25,494 1,169 0.28% 0.4% 705 -16,411 -39.16% Q1 2026 Apr 20, 2026
Shulman DeMeo Asset Management LLC History Reduced 25,484 1,169 0.25% 0.25% 704 -207 -0.81% Q1 2026 Apr 09, 2026
CWC Advisors, LLC. History Reduced 25,459 1,168 0.56% 0.53% 706 -171 -0.67% Q1 2026 Apr 16, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 25,432 1,167 0.04% 0.04% 707 -2,451 -8.79% Q1 2026 May 11, 2026
Terra Nova Asset Management LLC History Reduced 25,309 1,161 0.86% 0.74% 708 -1,028 -3.9% Q1 2026 Apr 16, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 25,178 1,155 0.25% 1.79% 709 -157,746 -86.24% Q1 2026 May 11, 2026
NWAM LLC History Added to 25,157 1,154 0.07% 0.06% 710 +162 0.65% Q1 2026 May 04, 2026
Family Investment Center, Inc. History Added to 25,107 1,152 0.22% 0.18% 711 +4,191 20.04% Q1 2026 Apr 24, 2026
CVS HEALTH Corp History New 25,000 1,147 0.54% 713 +25,000 New Q1 2026 May 07, 2026
Alamea Verwaltungs GmbH History No change 25,000 1,147 0.85% 0.73% 712 0 0.0% Q1 2026 May 11, 2026
Sovereign Financial Group, Inc. History Added to 24,965 1,145 0.2% 0.13% 714 +7,232 40.78% Q1 2026 Apr 17, 2026
Dedeker Financial LLC History Reduced 24,939 1,144 1.0% 1.01% 716 -1,559 -5.88% Q1 2026 Apr 15, 2026
Neuberger Berman Group LLC History Added to 24,939 1,144 0.0% 0.0% 715 +177 0.71% Q1 2026 May 14, 2026
Odyssey Capital Advisors, Inc. History Added to 24,737 1,135 1.02% 0.72% 717 +5,676 29.78% Q1 2026 Apr 29, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 24,733 1,134 0.18% 0.17% 718 -350 -1.4% Q1 2026 May 15, 2026
AmeriServ Wealth Advisors History Reduced 24,692 1,133 0.72% 0.67% 719 -2,116 -7.89% Q1 2026 May 13, 2026
OneDigital Investment Advisors LLC History Added to 24,676 1,132 0.01% 0.01% 720 +661 2.75% Q1 2026 May 08, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 24,600 1,128 0.08% 0.07% 721 0 0.0% Q1 2026 May 13, 2026
Disciplined Investors, L.L.C. History Added to 24,557 1,126 0.67% 0.54% 723 +5,179 26.73% Q1 2026 May 12, 2026
Trust Co History Reduced 24,556 1,126 0.11% 0.1% 722 -1,666 -6.35% Q1 2026 Apr 13, 2026
Bramshill Investments, LLC History Added to 24,500 1,124 0.1% 0.04% 724 +7,500 44.12% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 24,435 1,121 0.0% 0.0% 725 -1,761 -6.72% Q1 2026 May 13, 2026
OneAscent Financial Services LLC History New 24,411 1,120 0.06% 726 +24,411 New Q1 2026 Apr 21, 2026
KKM Financial LLC History No change 26,030 1,111 0.2% 0.2% 727 0 0.0% Q1 2026 May 15, 2026
Montecito Bank & Trust History No change 23,978 1,100 0.18% 0.16% 728 0 0.0% Q1 2026 Apr 16, 2026
HARBOR CAPITAL ADVISORS, INC. History New 23,850 1,094 0.09% 729 +23,850 New Q1 2026 Apr 28, 2026
Meridian Financial Advisors, LLC History Reduced 23,816 1,092 0.6% 0.56% 731 -199 -0.83% Q1 2026 Apr 21, 2026
Triangle Securities Wealth Management History Added to 23,798 1,092 0.25% 0.21% 730 +3 0.01% Q1 2026 Apr 20, 2026
PENOBSCOT WEALTH MANAGEMENT History Reduced 23,737 1,089 0.32% 0.48% 732 -12,506 -34.51% Q1 2026 Apr 20, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 23,695 1,087 0.94% 0.86% 733 -1,180 -4.74% Q1 2026 May 14, 2026
May Barnhard Investments LLC History Reduced 23,600 1,083 0.53% 0.48% 734 -125 -0.53% Q1 2026 May 13, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 23,570 1,081 0.26% 0.3% 735 -6,112 -20.59% Q1 2026 Apr 22, 2026
Collaborative Fund Advisors, LLC History New 23,506 1,078 0.67% 736 +23,506 New Q1 2026 Apr 28, 2026
Sowell Financial Services LLC History Added to 23,485 1,077 0.04% 0.04% 737 +540 2.35% Q1 2026 Apr 20, 2026
Wealthspire Advisors, LLC History Added to 23,344 1,071 0.01% 0.01% 738 +1,088 4.89% Q1 2026 May 01, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 23,301 1,069 0.08% 0.06% 739 +2,973 14.63% Q1 2026 Apr 17, 2026
Stone Summit Wealth LLC History Added to 23,315 1,069 0.3% 0.26% 740 +795 3.53% Q1 2026 Apr 22, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 23,215 1,065 0.02% 0.02% 741 -405 -1.71% Q1 2026 May 01, 2026
Stonebridge Financial Planning Group, LLC History Added to 23,186 1,064 0.39% 0.33% 742 +1,790 8.37% Q1 2026 May 08, 2026
10Elms LLP History Added to 23,004 1,063 0.67% 0.59% 743 +7,858 51.88% Q1 2026 May 15, 2026
CRA Financial Services, LLC History No change 22,957 1,053 0.14% 0.13% 744 0 0.0% Q1 2026 Apr 09, 2026
Chicago Partners Investment Group LLC History Added to 23,396 1,049 0.02% 0.02% 745 +1,050 4.7% Q1 2026 May 04, 2026
Allred Capital Management, LLC History Added to 22,801 1,046 0.38% 0.35% 746 +112 0.49% Q1 2026 May 13, 2026
Fisher Asset Management, LLC History Reduced 22,739 1,043 0.0% 0.0% 747 -2,216 -8.88% Q1 2026 May 05, 2026
PCG ASSET MANAGEMENT, LLC History Added to 22,744 1,043 0.83% 0.76% 748 +860 3.93% Q1 2026 May 12, 2026
Mirador Capital Partners LP History Added to 22,662 1,039 0.15% 0.13% 749 +388 1.74% Q1 2026 Apr 08, 2026
HSBC HOLDINGS PLC History Reduced 22,675 1,038 0.0% 0.0% 750 -405 -1.75% Q1 2026 Apr 30, 2026
Audent Global Asset Management, LLC History Reduced 22,600 1,037 1.04% 1.34% 752 -27,066 -54.5% Q1 2026 May 06, 2026
Allie Family Office LLC History Added to 22,610 1,037 0.45% 0.47% 753 +970 4.48% Q1 2026 May 13, 2026
Visionary Wealth Advisors History Reduced 22,616 1,037 0.05% 0.04% 751 -175 -0.77% Q1 2026 May 13, 2026
WESBANCO BANK INC History Added to 22,514 1,033 0.03% 0.03% 754 +530 2.41% Q1 2026 Apr 21, 2026
Chesapeake Wealth Management History Reduced 22,506 1,032 0.32% 0.3% 755 -764 -3.28% Q1 2026 May 18, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 22,373 1,032 0.6% 0.58% 756 -461 -2.02% Q1 2026 Apr 08, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 22,347 1,028 0.33% 0.34% 757 -1,090 -4.65% Q1 2026 Apr 17, 2026
Man Group plc History Reduced 22,400 1,027 0.0% 0.01% 758 -113,000 -83.46% Q1 2026 May 15, 2026
Narwhal Capital Management History Added to 22,360 1,026 0.08% 0.07% 759 +50 0.22% Q1 2026 Apr 23, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 22,228 1,020 0.34% 0.33% 760 -1,028 -4.42% Q1 2026 May 08, 2026
FIRST HORIZON CORP History No change 22,163 1,017 0.04% 0.04% 761 0 0.0% Q1 2026 Apr 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 22,018 1,010 0.01% 0.02% 762 -8,350 -27.5% Q1 2026 May 12, 2026
DELTEC ASSET MANAGEMENT LLC History No change 22,000 1,009 0.19% 0.16% 763 0 0.0% Q1 2026 Apr 24, 2026
DRW Securities, LLC History New 21,899 1,004 0.01% 764 +21,899 New Q1 2026 May 13, 2026
CALTON & ASSOCIATES, INC. History Added to 21,787 999 0.14% 0.13% 765 +1,166 5.65% Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Reduced 21,750 998 0.07% 0.08% 766 -2,340 -9.71% Q1 2026 Apr 14, 2026
Ascentis Independent Advisors History Added to 21,589 990 0.07% 0.11% 767 +5,686 35.75% Q1 2026 Apr 28, 2026
PSI Advisors, LLC History Added to 21,573 989 0.24% 0.16% 768 +6,614 44.21% Q1 2026 May 14, 2026
Boltwood Capital Management History Added to 21,547 988 0.25% 0.23% 769 +386 1.82% Q1 2026 Apr 07, 2026
Abbot Financial Management, Inc. History No change 21,550 988 0.41% 0.38% 770 0 0.0% Q1 2026 May 13, 2026
Betterment LLC History Added to 21,428 983 0.0% 0.0% 771 +3,341 18.47% Q1 2026 May 14, 2026
Sanchez Gaunt Capital Management, LLC History New 21,325 978 0.61% 772 +21,325 New Q1 2026 Apr 14, 2026
American Alpha Advisors, LLC History Added to 21,259 975 0.52% 0.52% 773 +708 3.45% Q1 2026 May 14, 2026
Rock Point Advisors, LLC History Reduced 21,168 971 0.26% 0.25% 774 -2,350 -9.99% Q1 2026 May 14, 2026
McAdam, LLC History Added to 21,138 970 0.04% 0.04% 775 +722 3.54% Q1 2026 May 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 21,138 970 0.12% 0.11% 776 +395 1.9% Q1 2026 May 05, 2026
O'ROURKE & COMPANY, Inc History Added to 21,046 965 0.38% 0.33% 777 +944 4.7% Q1 2026 May 14, 2026
LightSquare Wealth Management, LLC History New 20,971 962 0.72% 778 +20,971 New Q1 2026 May 11, 2026
Circle Wealth Management, LLC History No change 20,944 961 0.01% 0.01% 779 0 0.0% Q1 2026 May 11, 2026
Claro Advisors Inc. History Added to 20,939 960 0.12% 0.11% 780 +2,584 14.08% Q1 2026 Apr 21, 2026
Lynx Investment Advisory History Reduced 20,608 945 0.45% 0.51% 782 -1,300 -5.93% Q1 2026 Apr 24, 2026
INVESTMENT HOUSE LLC History No change 20,600 945 0.05% 0.04% 781 0 0.0% Q1 2026 Apr 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 20,537 942 0.2% 0.2% 783 -476 -2.27% Q1 2026 Apr 15, 2026
Powell Investment Advisors, LLC History No change 20,430 937 0.32% 0.3% 784 0 0.0% Q1 2026 Apr 23, 2026
MONETARY MANAGEMENT GROUP INC History Added to 20,404 936 0.22% 0.19% 785 +800 4.08% Q1 2026 May 13, 2026
Marex Group plc History Added to 20,391 935 0.01% 0.0% 786 +15,088 284.52% Q1 2026 May 13, 2026
KW WEALTH MANAGEMENT LLC History No change 21,921 935 1.42% 1.42% 787 0 0.0% Q4 2025 Feb 25, 2026
ROTHSCHILD INVESTMENT LLC History Added to 20,306 931 0.05% 0.04% 788 +2,298 12.76% Q1 2026 May 07, 2026
Keel Point, LLC History No change 21,773 929 0.06% 0.06% 789 0 0.0% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History No change 20,150 924 0.03% 0.03% 790 0 0.0% Q1 2026 May 04, 2026
BFSG, LLC History Reduced 20,048 920 0.09% 0.09% 791 -1,116 -5.27% Q1 2026 Apr 28, 2026
Koshinski Asset Management, Inc. History Reduced 20,033 919 0.06% 0.06% 792 -1,267 -5.95% Q1 2026 Apr 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 19,914 913 0.05% 0.04% 793 +2,039 11.41% Q1 2026 Apr 15, 2026
Tradition Wealth Management, LLC History Reduced 19,907 913 0.06% 0.06% 794 -281 -1.39% Q1 2026 May 15, 2026
McGlone Suttner Wealth Management, Inc. History Added to 19,898 913 0.12% 0.11% 795 +6 0.03% Q1 2026 Apr 21, 2026
E&G Advisors, LP History Added to 19,849 910 0.2% 0.19% 796 +175 0.89% Q1 2026 Apr 21, 2026
WESPAC Advisors, LLC History Added to 19,728 905 0.5% 0.31% 798 +6,226 46.11% Q1 2026 Apr 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 19,736 905 0.06% 0.05% 797 +788 4.16% Q1 2026 Apr 13, 2026
South Shore Capital Advisors History Added to 19,677 902 0.66% 0.56% 799 +1,827 10.24% Q1 2026 Apr 28, 2026
Argyle Capital Partners, LLC History Added to 19,608 899 0.65% 0.34% 800 +8,546 77.26% Q1 2026 May 07, 2026
Luminist Capital LLC History Added to 19,588 898 1.19% 1.01% 801 +425 2.22% Q1 2026 Apr 24, 2026
STOCK YARDS BANK & TRUST CO History Added to 19,545 896 0.03% 0.02% 802 +1,235 6.74% Q1 2026 Apr 24, 2026
David J Yvars Group History Added to 19,475 894 0.5% 0.44% 803 +35 0.18% Q1 2026 Apr 08, 2026
Cushing Capital Partners, LLC History Reduced 19,388 889 0.68% 0.63% 804 -405 -2.05% Q1 2026 Apr 20, 2026
Fifth Third Wealth Advisors LLC History Reduced 19,283 884 0.03% 0.05% 805 -12,029 -38.42% Q1 2026 Apr 17, 2026
Cooksen Wealth, LLC History Added to 19,156 879 0.64% 0.58% 808 +685 3.71% Q1 2026 Apr 30, 2026
Destiny Capital Corp/CO History Reduced 19,170 879 0.47% 0.43% 807 -535 -2.72% Q1 2026 May 11, 2026
CMG Global Holdings, LLC History Reduced 19,162 879 0.42% 0.37% 806 -70 -0.36% Q1 2026 May 01, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 18,967 870 0.03% 0.02% 809 -23 -0.12% Q1 2026 Apr 29, 2026
Asset Management One Co., Ltd. History New 18,950 869 0.0% 810 +18,950 New Q1 2026 May 08, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 18,826 863 0.11% 0.16% 811 +146 0.78% Q1 2026 May 18, 2026
Markin Asset Management, LP History Added to 18,779 861 0.95% 0.66% 812 +4,724 33.61% Q1 2026 May 15, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 18,724 859 0.62% 0.62% 813 -872 -4.45% Q1 2026 Apr 09, 2026
SageGuard Financial Group, LLC History Reduced 18,590 853 0.13% 0.13% 815 -476 -2.5% Q1 2026 Apr 23, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 18,601 853 0.11% 0.11% 814 0 0.0% Q1 2026 May 15, 2026
Cornerstone National Bank & Trust Co History Added to 18,366 846 0.31% 0.31% 816 +302 1.67% Q1 2026 Apr 14, 2026
Wealth Watch Advisors, INC History Added to 18,412 844 0.35% 0.0% 817 +18,140 6669.12% Q1 2026 May 15, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 18,319 840 0.21% 0.19% 818 -299 -1.61% Q1 2026 Apr 28, 2026
Solutions 4 Wealth, Ltd History Reduced 18,222 836 1.26% 1.62% 819 -6,896 -27.45% Q1 2026 May 05, 2026
SIMON QUICK ADVISORS, LLC History Added to 18,207 835 0.04% 0.02% 821 +8,032 78.94% Q1 2026 May 06, 2026
Capital Analysts, LLC History Added to 18,206 835 0.02% 0.02% 820 +379 2.13% Q1 2026 May 14, 2026
Continuum Advisory, LLC History Added to 18,184 834 0.08% 0.08% 822 +34 0.19% Q1 2026 Apr 22, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 18,132 832 0.04% 823 +18,132 New Q1 2026 Apr 15, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 18,114 831 0.11% 0.12% 824 -2,800 -13.39% Q1 2026 May 06, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 17,999 825 0.02% 0.17% 825 -113,132 -86.27% Q1 2026 Apr 20, 2026
FULTON BANK, N.A. History Added to 17,868 819 0.03% 0.02% 826 +4,936 38.17% Q1 2026 Apr 24, 2026
WHITE PINE CAPITAL LLC History No change 17,844 818 0.23% 0.21% 827 0 0.0% Q1 2026 May 11, 2026
Eldridge Investment Advisors, Inc. History Added to 17,800 816 0.18% 0.17% 828 +200 1.14% Q1 2026 May 11, 2026
M3 Advisory Group, LLC History Added to 17,782 816 0.5% 0.46% 829 +131 0.74% Q1 2026 Apr 22, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 17,699 812 0.2% 0.22% 830 -1,407 -7.36% Q1 2026 Apr 16, 2026
Mesirow Financial Investment Management, Inc. History Added to 17,677 811 0.01% 0.01% 831 +3,850 27.84% Q1 2026 Apr 21, 2026
Objective Capital Management, LLC History Reduced 17,632 809 0.82% 0.86% 832 -2,086 -10.58% Q1 2026 May 04, 2026
Fulcrum Equity Management History Reduced 17,618 808 0.78% 0.81% 833 -2,292 -11.51% Q1 2026 Apr 02, 2026
Matthew Goff Investment Advisor, LLC History Added to 17,507 803 0.13% 0.13% 834 +14 0.08% Q1 2026 Apr 16, 2026
Narus Financial Partners, LLC History Added to 17,496 802 0.21% 0.2% 835 +100 0.57% Q1 2026 Apr 21, 2026
SNS Financial Group, LLC History Added to 17,462 801 0.07% 0.06% 836 +588 3.48% Q1 2026 Apr 14, 2026
Exit Wealth Advisors, LLC. History Added to 17,303 794 0.41% 0.32% 838 +4,601 36.22% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 17,318 794 0.0% 0.0% 837 0 0.0% Q1 2026 May 11, 2026
Jackson Hole Capital Partners, LLC History Added to 17,296 793 0.13% 0.13% 839 +29 0.17% Q1 2026 May 08, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 17,256 791 0.11% 0.12% 840 -71 -0.41% Q1 2026 Apr 30, 2026
Smith Thornton Advisors LLC History No change 17,196 789 0.4% 0.37% 841 0 0.0% Q1 2026 Apr 16, 2026
MWA Asset Management History Reduced 17,188 788 0.43% 0.42% 842 -455 -2.58% Q1 2026 May 13, 2026
FARMERS TRUST CO History Reduced 17,158 787 0.12% 0.13% 843 -1,570 -8.38% Q1 2026 Apr 07, 2026
Independence Wealth Advisors, LLC History Added to 17,087 784 0.42% 0.4% 844 +357 2.13% Q1 2026 Apr 20, 2026
MontVue Capital Management, Inc. History Added to 17,052 782 0.53% 0.48% 845 +197 1.17% Q1 2026 Apr 16, 2026
Fiduciary Alliance LLC History Added to 16,986 781 0.05% 0.04% 846 +3,572 26.63% Q1 2026 Apr 20, 2026
Elite Wealth Management, Inc. History Reduced 16,937 777 0.25% 0.2% 847 -55 -0.32% Q1 2026 May 15, 2026
NVWM, LLC History Added to 16,850 773 0.17% 0.15% 848 +405 2.46% Q1 2026 Apr 27, 2026
John A. Wolfe & Associates, Inc. History Reduced 16,846 773 1.19% 0.39% 849 -182 -1.07% Q1 2026 May 04, 2026
Burford Brothers, Inc. History Reduced 16,763 769 0.32% 0.33% 851 -1,887 -10.12% Q1 2026 Apr 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 16,765 769 0.01% 0.01% 850 -831 -4.72% Q1 2026 Apr 09, 2026
Tyche Wealth Partners LLC History Added to 16,778 769 0.12% 0.11% 852 +660 4.09% Q1 2026 May 06, 2026
Compagnie Lombard Odier SCmA History No change 16,700 766 0.01% 0.01% 853 0 0.0% Q1 2026 Apr 15, 2026
Vigilare Wealth Management History No change 16,700 766 0.26% 0.24% 854 0 0.0% Q1 2026 Apr 01, 2026
Mount Lucas Management LP History Added to 16,541 759 0.28% 0.27% 855 +833 5.3% Q1 2026 May 05, 2026
Signal Advisors Wealth, LLC History Added to 16,454 755 0.05% 0.05% 856 +3,166 23.83% Q1 2026 Apr 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 16,439 754 0.09% 0.08% 857 +407 2.54% Q1 2026 Apr 21, 2026
Tandem Wealth Advisors LLC History Added to 16,446 754 0.34% 0.31% 858 +332 2.06% Q1 2026 May 06, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Reduced 16,400 752 0.67% 0.33% 859 -35,300 -68.28% Q1 2026 May 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 16,370 751 0.08% 860 +16,370 New Q1 2026 Apr 30, 2026
Curat Global, LLC History Added to 15,842 749 0.74% 0.45% 861 +6,240 64.99% Q1 2026 Apr 21, 2026
Signet Private Wealth LLC History New 16,240 745 0.71% 862 +16,240 New Q1 2026 Apr 29, 2026
Rinkey Investments History New 16,190 742 0.19% 864 +16,190 New Q1 2026 May 11, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 16,176 742 0.27% 0.24% 863 -515 -3.09% Q1 2026 May 11, 2026
Sovran Advisors, LLC History Added to 15,794 739 0.06% 0.04% 865 +3,940 33.24% Q1 2026 May 01, 2026
RWA WEALTH PARTNERS, LLC History Reduced 16,058 736 0.01% 0.01% 866 -6,972 -30.27% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Reduced 16,038 735 0.0% 0.0% 867 -13,217 -45.18% Q1 2026 May 13, 2026
SIG BROKERAGE, LP History Reduced 16,000 734 0.02% 0.29% 868 -199,000 -92.56% Q1 2026 May 15, 2026
Berkshire Money Management, Inc. History Reduced 15,984 733 0.08% 2.35% 869 -560,081 -97.23% Q1 2026 Apr 21, 2026
SMITH, MOORE & CO. History Added to 15,831 726 0.05% 0.05% 870 +589 3.86% Q1 2026 May 05, 2026
MONECO ADVISORS, LLC History Added to 15,826 726 0.06% 0.05% 871 +557 3.65% Q1 2026 May 07, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 15,684 719 0.0% 0.0% 872 -27,394 -63.59% Q1 2026 May 15, 2026
Strait & Sound Wealth Management LLC History Added to 15,624 716 0.27% 0.24% 873 +730 4.9% Q1 2026 May 18, 2026
Manchester Capital Management LLC History No change 15,590 715 0.1% 0.09% 874 0 0.0% Q1 2026 May 11, 2026
Fortune Financial Group, Inc. History Added to 15,458 709 0.64% 0.62% 875 +922 6.34% Q1 2026 Apr 23, 2026
DEARBORN PARTNERS LLC History No change 15,400 706 0.04% 0.03% 876 0 0.0% Q1 2026 May 12, 2026
JB Capital LLC History Added to 15,284 701 0.03% 0.02% 877 +2,645 20.93% Q1 2026 Apr 27, 2026
V2 Financial group LLC History No change 15,240 699 0.33% 0.32% 878 0 0.0% Q1 2026 May 04, 2026
Wakefield Asset Management LLLP History New 15,228 698 0.18% 880 +15,228 New Q1 2026 May 12, 2026
Perennial Investment Advisors, LLC History Added to 15,216 698 0.06% 0.05% 879 +450 3.05% Q1 2026 May 15, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 15,106 693 0.01% 881 +15,106 New Q1 2026 Apr 24, 2026
FineMark National Bank & Trust History No change 16,230 692 0.02% 0.02% 882 0 0.0% Q4 2025 Feb 12, 2026
Vontobel Holding Ltd. History Added to 15,064 691 0.0% 0.0% 883 +7,646 103.07% Q1 2026 May 08, 2026
Sound Income Strategies, LLC History Reduced 15,001 691 0.03% 0.03% 884 -1,452 -8.83% Q1 2026 Apr 27, 2026
One Capital Management, LLC History Reduced 15,049 690 0.02% 0.02% 885 -1,229 -7.55% Q1 2026 May 12, 2026
Tranquility Partners, LLC History Reduced 15,489 689 0.26% 0.25% 886 -509 -3.18% Q1 2026 Apr 20, 2026
White Pine Investment CO History Added to 14,965 687 0.16% 0.14% 887 +1,237 9.01% Q1 2026 Apr 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 14,955 686 0.02% 0.01% 889 +4,208 39.16% Q1 2026 May 11, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 14,962 686 0.15% 0.15% 888 +529 3.67% Q1 2026 May 15, 2026
Baron Financial Group, LLC History Added to 14,880 682 0.37% 0.21% 890 +5,575 59.91% Q1 2026 Apr 09, 2026
WealthTrust Axiom LLC History No change 14,717 675 0.17% 0.16% 891 0 0.0% Q1 2026 May 11, 2026
High Point Wealth Management, LLC History Added to 14,692 674 0.65% 0.58% 892 +79 0.54% Q1 2026 Apr 08, 2026
Summit Trail Advisors, LLC History Added to 14,673 673 0.01% 0.01% 893 +180 1.24% Q1 2026 May 12, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 14,624 671 0.1% 0.1% 894 -1,520 -9.42% Q1 2026 May 05, 2026
Madden Advisory Services, Inc. History Reduced 14,599 669 0.26% 0.26% 895 -391 -2.61% Q1 2026 May 11, 2026
Fortis Capital Advisors, LLC History New 14,405 661 0.09% 896 +14,405 New Q1 2026 Apr 28, 2026
Sageworth Trust Co History No change 14,200 651 0.03% 0.03% 897 0 0.0% Q1 2026 Apr 29, 2026
NovaPoint Capital, LLC History Added to 14,107 647 0.16% 0.12% 898 +3,572 33.91% Q1 2026 May 06, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 14,115 647 0.08% 0.08% 899 -799 -5.36% Q1 2026 Apr 08, 2026
Nalls Sherbakoff Group, LLC History No change 15,134 646 0.47% 0.47% 900 0 0.0% Q4 2025 Mar 12, 2026
NKCFO LLC History New 14,000 642 0.19% 902 +14,000 New Q1 2026 May 11, 2026
Acorns Advisers, LLC History Added to 13,998 642 0.0% 0.0% 901 +2,065 17.3% Q1 2026 May 14, 2026
Oakworth Capital, Inc. History No change 13,974 641 0.03% 0.03% 903 0 0.0% Q1 2026 Apr 24, 2026
Ameritas Investment Partners, Inc. History Added to 13,962 640 0.02% 0.02% 904 +87 0.63% Q1 2026 May 13, 2026
Johnson Financial Group, Inc. History Added to 13,927 639 0.02% 0.0% 905 +13,901 53465.38% Q1 2026 May 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 13,818 634 0.05% 906 +13,818 New Q1 2026 May 15, 2026
Capital Investment Counsel, LLC History Reduced 13,815 633 0.09% 0.24% 908 -26,488 -65.72% Q1 2026 Apr 23, 2026
Patten Group, Inc. History Added to 13,796 633 0.11% 0.1% 907 +730 5.59% Q1 2026 Apr 24, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 13,754 631 0.3% 0.19% 909 +2,120 18.22% Q1 2026 May 13, 2026
TrueWealth Advisors, LLC History Reduced 13,692 628 0.16% 0.16% 910 -378 -2.69% Q1 2026 Apr 09, 2026
Paradigm, Strategies in Wealth Management, LLC History Added to 13,677 627 0.43% 0.38% 912 +9 0.07% Q1 2026 May 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,694 627 0.04% 0.04% 911 0 0.0% Q4 2025 Feb 11, 2026
ALTFEST L J & CO INC History Reduced 13,661 626 0.07% 0.56% 913 -105,856 -88.57% Q1 2026 Apr 28, 2026
Windsor Capital Management, LLC History Reduced 13,648 626 0.18% 0.17% 914 -898 -6.17% Q1 2026 Apr 10, 2026
Roan Capital Partners History New 13,637 625 0.58% 915 +13,637 New Q1 2026 Apr 15, 2026
Collaborative Wealth Managment Inc. History Reduced 13,616 624 0.29% 0.53% 916 -21,423 -61.14% Q1 2026 May 05, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 13,560 622 0.22% 0.21% 917 -103 -0.75% Q1 2026 Apr 21, 2026
BAILARD, INC. History No change 13,468 618 0.01% 0.01% 918 0 0.0% Q1 2026 May 11, 2026
Stronghold Wealth Management L.L.C. History Reduced 13,465 617 0.93% 0.85% 919 -37 -0.27% Q1 2026 Apr 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 13,425 616 0.0% 0.0% 920 -741 -5.23% Q1 2026 May 12, 2026
Mathes Company, Inc. History No change 13,400 615 0.22% 0.2% 921 0 0.0% Q1 2026 May 08, 2026
Fort Sheridan Advisors LLC History Added to 13,337 612 0.07% 0.07% 922 +1 0.01% Q1 2026 May 06, 2026
Aptus Capital Advisors, LLC History Added to 13,325 611 0.0% 0.0% 923 +3,205 31.67% Q1 2026 May 11, 2026
Peoples Bank/KS History Added to 13,317 611 0.61% 0.55% 924 +475 3.7% Q1 2026 Apr 15, 2026
Legacy Capital Wealth Partners, LLC History Added to 13,241 607 0.13% 0.11% 925 +1,281 10.71% Q1 2026 May 15, 2026
Vivaldi Capital Management LP History Reduced 13,215 606 0.08% 0.08% 927 -791 -5.65% Q1 2026 May 14, 2026
Evanson Asset Management, LLC History Reduced 13,212 606 0.03% 0.03% 926 -576 -4.18% Q1 2026 Apr 08, 2026
United Asset Strategies, Inc. History Reduced 13,205 605 0.05% 0.07% 929 -6,970 -34.55% Q1 2026 Apr 29, 2026
Westover Capital Advisors, LLC History No change 13,200 605 0.11% 0.1% 928 0 0.0% Q1 2026 May 05, 2026
Melone Private Wealth, LLC History Added to 13,182 604 0.25% 0.24% 930 +7 0.05% Q1 2026 Apr 08, 2026
Constitution Capital LLC History Reduced 13,099 601 0.3% 0.27% 933 -363 -2.7% Q1 2026 Apr 08, 2026
Lumbard & Kellner, LLC History Added to 13,108 601 0.21% 0.19% 931 +74 0.57% Q1 2026 May 15, 2026
Colony Family Offices, LLC History No change 13,100 601 0.15% 0.14% 932 0 0.0% Q1 2026 Apr 21, 2026
FLP Wealth Management, LLC History New 13,086 600 1.24% 934 +13,086 New Q1 2026 Apr 28, 2026
ARROW FINANCIAL CORP History Reduced 12,955 594 0.06% 0.06% 935 -1,617 -11.1% Q1 2026 May 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 12,919 592 0.04% 0.03% 937 +4,657 56.37% Q1 2026 May 12, 2026
PLANNING DIRECTIONS INC History Added to 12,914 592 0.3% 0.27% 936 +450 3.61% Q1 2026 Apr 15, 2026
Strategic Financial Concepts, LLC History New 12,780 586 0.14% 939 +12,780 New Q1 2026 May 12, 2026
Chemistry Wealth Management LLC History Reduced 12,789 586 0.1% 0.11% 938 -1,429 -10.05% Q1 2026 Apr 09, 2026
Provident Co of the Employees of the Hebrew University LTD History Reduced 12,767 585 0.92% 3.63% 940 -69,139 -84.41% Q1 2026 May 12, 2026
Cherry Tree Wealth Management, LLC History Added to 12,618 579 0.12% 0.11% 941 +76 0.61% Q1 2026 May 05, 2026
Stelac Advisory Services LLC History No change 12,570 576 0.12% 0.19% 942 0 0.0% Q1 2026 May 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 12,550 575 0.21% 0.02% 943 +11,500 1095.24% Q1 2026 Apr 17, 2026
Keebeck Wealth Management History No change 12,492 573 0.06% 0.06% 944 0 0.0% Q1 2026 May 14, 2026
JM2 Capital Inc. History Added to 12,440 570 0.47% 0.42% 945 +169 1.38% Q1 2026 Apr 27, 2026
CAP Partners, LLC History Added to 12,392 568 0.32% 0.29% 946 +303 2.51% Q1 2026 Apr 28, 2026
Lotus Technology Management, LP History Reduced 12,312 564 2.09% 0.44% 947 -6,278 -33.77% Q1 2026 May 15, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 12,238 561 0.06% 0.05% 948 0 0.0% Q1 2026 May 07, 2026
Dynamic Wealth Strategies, LLC History Added to 12,196 559 0.32% 0.26% 949 +1,825 17.6% Q1 2026 May 13, 2026
Verdence Capital Advisors LLC History Reduced 12,169 558 0.03% 0.04% 950 -3,090 -20.25% Q1 2026 Apr 30, 2026
Axim Planning & Wealth History Added to 12,143 557 0.68% 0.39% 951 +3,495 40.41% Q1 2026 May 14, 2026
Bank of Marin History Added to 12,124 556 0.41% 0.33% 952 +1,000 8.99% Q1 2026 May 14, 2026
Empower Advisory Group, LLC History New 12,100 555 0.0% 953 +12,100 New Q1 2026 May 14, 2026
J2 Capital Management Inc History No change 12,027 551 0.38% 0.37% 954 0 0.0% Q1 2026 Apr 21, 2026
Strategic Advisors LLC History Added to 12,002 550 0.09% 0.08% 955 +94 0.79% Q1 2026 May 14, 2026
Institute for Wealth Management, LLC. History Reduced 11,939 547 0.06% 0.06% 957 -902 -7.02% Q1 2026 May 13, 2026
PINNACLE ASSOCIATES LTD History Added to 11,921 547 0.01% 0.01% 956 +739 6.61% Q1 2026 Apr 21, 2026
OKABENA INVESTMENT SERVICES INC History Added to 11,905 546 0.11% 0.09% 958 +268 2.3% Q1 2026 May 15, 2026
ARS Investment Partners, LLC History Reduced 11,890 545 0.03% 0.04% 959 -2,159 -15.37% Q1 2026 Apr 16, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 11,886 545 0.03% 0.03% 960 -856 -6.72% Q1 2026 May 04, 2026
Marin Bay Wealth Advisors, LLC History Added to 11,840 543 0.33% 0.29% 962 +85 0.72% Q1 2026 May 11, 2026
Dana Investment Advisors, Inc. History Added to 11,838 543 0.02% 0.01% 961 +44 0.37% Q1 2026 May 14, 2026
Axis Wealth Partners, LLC History Reduced 11,807 541 0.29% 0.28% 963 -88 -0.74% Q1 2026 Apr 24, 2026
January Capital Advisors LLC History New 11,736 538 0.73% 964 +11,736 New Q1 2026 May 20, 2026
Taylor & Morgan Wealth Management, LLC History Added to 11,686 536 0.31% 0.27% 965 +479 4.27% Q1 2026 Apr 09, 2026
Birchcreek Wealth Management, LLC History Added to 11,627 533 0.26% 0.23% 966 +471 4.22% Q1 2026 May 08, 2026
Mirae Asset Global Investments Co., Ltd. History New 11,600 532 0.0% 967 +11,600 New Q1 2026 May 04, 2026
Navis Wealth Advisors, LLC History No change 11,548 529 0.27% 0.21% 968 0 0.0% Q1 2026 May 15, 2026
OakTrust Wealth Advisors, LLC History Added to 11,511 528 0.48% 0.43% 969 +630 5.79% Q1 2026 Apr 23, 2026
Union Bancaire Privee, UBP SA History Added to 11,502 526 0.01% 0.0% 970 +11,332 6665.88% Q1 2026 Apr 22, 2026
4WEALTH ADVISORS, INC. History Added to 11,475 526 0.45% 0.33% 971 +2,463 27.33% Q1 2026 Apr 27, 2026
Reliant Investment Partners, LLC History Added to 11,414 523 0.43% 0.37% 973 +264 2.37% Q1 2026 May 11, 2026
Comprehensive Financial Planning, Inc./PA History Added to 11,416 523 0.36% 0.32% 972 +74 0.65% Q1 2026 Apr 07, 2026
RIA Advisory Group LLC History Added to 11,377 522 0.12% 0.11% 974 +760 7.16% Q1 2026 Apr 23, 2026
Retirement Planning Co of New England, Inc. History Added to 11,357 521 0.21% 0.19% 975 +26 0.23% Q1 2026 May 08, 2026
Capital Management Associates, Inc History Added to 11,288 518 0.12% 0.07% 976 +3,410 43.29% Q1 2026 Apr 22, 2026
SBI Securities Co., Ltd. History Added to 11,254 516 0.01% 0.01% 977 +60 0.54% Q1 2026 Apr 27, 2026
LexAurum Advisors, LLC History New 11,196 513 0.07% 978 +11,196 New Q1 2026 Apr 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 11,119 510 0.22% 0.2% 979 +601 5.71% Q1 2026 May 15, 2026
Talisman Wealth Advisors LLC History Reduced 11,086 508 0.41% 0.47% 980 -3,061 -21.64% Q1 2026 May 15, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 11,086 508 0.18% 0.15% 981 +1,450 15.05% Q1 2026 Apr 15, 2026
SURIENCE PRIVATE WEALTH LLC History New 11,029 506 0.54% 982 +11,029 New Q1 2026 Apr 20, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 10,992 504 0.02% 0.02% 983 -412 -3.61% Q1 2026 Apr 30, 2026
XTX Topco Ltd History Reduced 10,976 503 0.01% 0.04% 985 -23,607 -68.26% Q1 2026 May 15, 2026
MCF Advisors LLC History Added to 10,968 503 0.02% 0.01% 984 +6,888 168.82% Q1 2026 May 11, 2026
Cypress Wealth Services, LLC History Added to 10,951 502 0.07% 0.06% 986 +4 0.04% Q1 2026 Apr 15, 2026
Valeo Financial Advisors, LLC History Added to 10,919 501 0.01% 0.01% 987 +71 0.65% Q1 2026 May 08, 2026
Barry Investment Advisors, LLC History Reduced 10,903 500 0.11% 0.1% 988 -33 -0.3% Q1 2026 Apr 23, 2026
Compound Planning, Inc. History Reduced 10,833 497 0.02% 0.02% 990 -8,376 -43.6% Q1 2026 May 14, 2026
Sowa Financial Group, Inc. History Reduced 10,827 497 0.25% 0.34% 989 -4,290 -28.38% Q1 2026 Apr 15, 2026
Cascades Capital Asset Management, LLC History Reduced 10,800 495 0.21% 0.22% 991 -1,500 -12.2% Q1 2026 May 15, 2026
RiverFront Investment Group, LLC History Added to 10,786 494 0.01% 0.01% 992 +6 0.06% Q1 2026 May 11, 2026
ABLE Financial Group, LLC History No change 10,756 493 0.1% 0.09% 993 0 0.0% Q1 2026 Apr 20, 2026
FIRST MANHATTAN CO. LLC. History No change 10,742 492 0.0% 0.0% 994 0 0.0% Q1 2026 May 15, 2026
Mizuho Markets Cayman LP History Reduced 10,590 485 0.03% 0.04% 996 -6,608 -38.42% Q1 2026 May 13, 2026
Maple Capital Management, Inc. History Reduced 10,573 485 0.03% 0.03% 995 -169 -1.57% Q1 2026 May 08, 2026
Argent Trust Co History Reduced 10,551 484 0.02% 0.02% 997 -1,267 -10.72% Q1 2026 May 13, 2026
Founders Financial Alliance, LLC History Added to 10,533 483 0.09% 0.05% 998 +4,691 80.3% Q1 2026 May 11, 2026
Hickory Point Bank & Trust History Reduced 10,546 483 0.32% 0.33% 999 -50 -0.47% Q1 2026 Apr 03, 2026
Savvy Advisors, Inc. History New 10,472 480 0.01% 1000 +10,472 New Q1 2026 May 11, 2026
BLB&B Advisors, LLC History Reduced 10,375 476 0.02% 0.17% 1001 -82,420 -88.82% Q1 2026 Apr 28, 2026
SPINNAKER TRUST History Added to 10,358 475 0.03% 0.02% 1002 +48 0.47% Q1 2026 Apr 23, 2026
Thomasville National Bank History No change 11,128 475 0.03% 0.03% 1003 0 0.0% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 10,332 474 0.15% 0.14% 1004 +3 0.03% Q1 2026 May 14, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 10,350 474 0.21% 0.2% 1005 0 0.0% Q1 2026 May 14, 2026
Teamwork Financial Advisors, LLC History Added to 10,329 473 0.05% 0.04% 1006 +1,006 10.79% Q1 2026 Apr 09, 2026
Thrive Capital Management, LLC History Reduced 10,256 470 0.1% 0.1% 1007 -626 -5.75% Q1 2026 Apr 27, 2026
KG Capital Management History Reduced 10,227 469 0.34% 0.12% 1008 -927 -8.31% Q1 2026 Apr 22, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 10,201 468 0.08% 0.09% 1009 -2,199 -17.73% Q1 2026 Apr 21, 2026
PETRA FINANCIAL ADVISORS INC History Added to 10,180 467 0.29% 0.12% 1010 +5,274 107.5% Q1 2026 May 13, 2026
Balefire, LLC History Reduced 10,132 464 0.09% 0.1% 1011 -2,128 -17.36% Q1 2026 May 07, 2026
Agate Pass Investment Management, LLC History Added to 10,116 464 0.18% 0.14% 1013 +1,218 13.69% Q1 2026 Apr 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 10,124 464 0.02% 0.01% 1012 0 0.0% Q1 2026 May 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 10,095 463 0.06% 0.04% 1014 +4,669 86.05% Q1 2026 Apr 08, 2026
DIVERSIFIED MANAGEMENT INC History Added to 10,080 462 0.08% 0.09% 1015 +660 7.01% Q1 2026 Apr 09, 2026
626 Financial, LLC History Added to 10,032 460 0.21% 0.18% 1016 +228 2.33% Q1 2026 Apr 23, 2026
FIRST NATIONAL TRUST CO History Reduced 9,916 455 0.02% 0.01% 1017 -538 -5.15% Q1 2026 May 07, 2026
Sequent Asset Management, LLC History No change 10,578 451 0.2% 0.2% 1018 0 0.0% Q4 2025 Feb 10, 2026
Clientfirst Wealth Management, LLC History No change 9,848 451 0.38% 0.34% 1019 0 0.0% Q1 2026 May 01, 2026
Wedmont Private Capital History Added to 9,626 450 0.01% 0.01% 1020 +11 0.11% Q1 2026 Apr 09, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 9,790 449 0.08% 0.06% 1021 +938 10.6% Q1 2026 Apr 29, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 9,784 448 0.11% 0.12% 1022 +173 1.8% Q1 2026 Apr 06, 2026
FIDUCIARY TRUST CO History No change 9,692 444 0.01% 0.0% 1023 0 0.0% Q1 2026 May 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 9,624 441 0.05% 0.04% 1024 +846 9.64% Q1 2026 May 05, 2026
Kercheville Advisors, LLC History Reduced 9,600 440 0.14% 0.15% 1025 -3,401 -26.16% Q1 2026 Apr 20, 2026
Triad Wealth Partners, LLC History Added to 9,505 436 0.03% 0.03% 1027 +1,982 26.35% Q1 2026 Apr 16, 2026
Discipline Wealth Solutions, LLC History Added to 9,505 436 0.05% 0.07% 1026 +883 10.24% Q1 2026 Apr 17, 2026
JFS WEALTH ADVISORS, LLC History Reduced 9,479 435 0.02% 0.02% 1028 -70 -0.73% Q1 2026 Apr 20, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 9,497 435 0.06% 0.06% 1029 +1 0.01% Q1 2026 Apr 24, 2026
Interval Partners, LP History New 9,428 432 0.01% 1030 +9,428 New Q1 2026 May 15, 2026
PUREfi Wealth, LLC History Added to 9,400 431 0.28% 0.21% 1032 +3,000 46.88% Q1 2026 Apr 28, 2026
Quadrant Private Wealth Management, LLC History Added to 9,394 431 0.07% 0.06% 1031 +736 8.5% Q1 2026 May 06, 2026
PITTENGER & ANDERSON INC History Reduced 9,380 430 0.02% 0.02% 1033 -690 -6.85% Q1 2026 May 01, 2026
Lodestone Wealth Management LLC History Added to 9,342 428 0.17% 0.15% 1034 +519 5.88% Q1 2026 May 01, 2026
Iron Gate Global Advisors LLC History Reduced 9,269 425 0.04% 0.04% 1035 -326 -3.4% Q1 2026 May 15, 2026
MYECFO, LLC History No change 9,280 425 0.18% 0.17% 1036 0 0.0% Q1 2026 Apr 07, 2026
APS Management Group, Inc. History Reduced 9,256 424 0.36% 0.34% 1037 -21 -0.23% Q1 2026 Apr 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 9,219 423 0.09% 0.12% 1038 -5,426 -37.05% Q1 2026 Apr 20, 2026
American Trust History Reduced 9,231 423 0.04% 0.04% 1039 -887 -8.77% Q1 2026 May 01, 2026
Connecticut Wealth Management, LLC History Added to 9,201 422 0.02% 0.02% 1040 +438 5.0% Q1 2026 Apr 30, 2026
Clearstead Advisors, LLC History Added to 9,155 420 0.0% 0.0% 1041 +490 5.65% Q1 2026 May 06, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 9,107 417 0.06% 0.06% 1042 -1,427 -13.55% Q1 2026 May 07, 2026
Resurgent Financial Advisors LLC History New 9,080 416 0.15% 1044 +9,080 New Q1 2026 May 12, 2026
Diligent Investors, LLC History Reduced 9,069 416 0.1% 0.1% 1043 -498 -5.21% Q1 2026 Apr 15, 2026
Cornerstone Advisory, LLC History Reduced 9,050 415 0.04% 0.04% 1045 -332 -3.54% Q1 2026 May 04, 2026
Kessler Investment Group, LLC History Reduced 9,040 414 0.2% 0.3% 1047 -7,866 -46.53% Q1 2026 Apr 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 9,032 414 0.01% 0.01% 1046 0 0.0% Q1 2026 May 06, 2026
Grey Ledge Advisors, LLC History No change 9,010 413 0.09% 0.09% 1048 0 0.0% Q1 2026 Apr 20, 2026
FLC Capital Advisors History Added to 8,928 409 0.07% 0.05% 1049 +2,126 31.26% Q1 2026 May 01, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 8,890 407 0.2% 0.18% 1050 +118 1.35% Q1 2026 Apr 15, 2026
OpenArc Corporate Advisory, LLC History Added to 8,845 405 0.01% 0.01% 1051 +371 4.38% Q1 2026 May 11, 2026
VestGen Advisors, LLC History Added to 8,953 404 0.01% 0.01% 1053 +1,024 12.91% Q1 2026 May 14, 2026
Mascagni Wealth Management, Inc. History Reduced 8,820 404 0.29% 0.31% 1054 -1,009 -10.27% Q1 2026 May 19, 2026
PLIMOTH TRUST CO LLC History Reduced 8,823 404 0.09% 0.09% 1052 -141 -1.57% Q1 2026 Apr 27, 2026
PMG Wealth Management, Inc. History No change 8,800 403 0.29% 0.27% 1055 0 0.0% Q1 2026 Apr 17, 2026
Joel Isaacson & Co., LLC History Added to 8,749 401 0.01% 0.01% 1056 +1,873 27.24% Q1 2026 Apr 22, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 8,721 400 0.11% 0.11% 1057 +16 0.18% Q1 2026 Apr 27, 2026
Murphy & Mullick Capital Management Corp History Added to 8,715 399 0.3% 0.2% 1058 +2,305 35.96% Q1 2026 Apr 17, 2026
Strategic Wealth Partners, Ltd. History Added to 8,679 398 0.03% 0.03% 1059 +75 0.87% Q1 2026 May 12, 2026
Strive Financial Group ,LLC History Added to 8,584 397 0.21% 0.07% 1060 +5,434 172.51% Q1 2026 May 15, 2026
Successful Portfolios LLC History Added to 8,598 394 0.22% 0.17% 1061 +720 9.14% Q1 2026 Apr 13, 2026
Phillips Wealth Planners LLC History Reduced 8,708 393 0.3% 0.32% 1062 -474 -5.16% Q1 2026 May 14, 2026
Entelevest, LLC History Reduced 8,580 393 0.39% 0.37% 1063 -115 -1.32% Q1 2026 May 04, 2026
GUIDANCE CAPITAL, INC History Reduced 8,433 391 0.09% 0.38% 1065 -27,776 -76.71% Q1 2026 May 08, 2026
Y-Intercept (Hong Kong) Ltd History Added to 8,535 391 0.01% 0.0% 1064 +3,844 81.94% Q1 2026 Apr 27, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 8,500 390 0.01% 0.01% 1066 -2,578 -23.27% Q1 2026 May 13, 2026
Hobbs Group Advisors, LLC History Reduced 8,503 390 0.12% 0.11% 1067 -185 -2.13% Q1 2026 May 20, 2026
MMA ASSET MANAGEMENT LLC History Reduced 8,479 389 0.14% 0.13% 1069 -183 -2.11% Q1 2026 Apr 08, 2026
Cornerstone Wealth Management, LLC History Added to 8,487 389 0.02% 0.02% 1068 +64 0.76% Q1 2026 Apr 23, 2026
Juno Financial Group LLC History Added to 8,456 388 0.15% 0.14% 1070 +48 0.57% Q1 2026 May 06, 2026
Vident Advisory, LLC History Reduced 8,452 387 0.0% 0.0% 1071 -3,375 -28.54% Q1 2026 May 14, 2026
Glen Eagle Advisors, LLC History Reduced 8,447 387 0.05% 0.05% 1072 -134 -1.56% Q1 2026 May 15, 2026
Stratos Wealth Advisors, LLC History Reduced 8,422 386 0.02% 0.03% 1073 -5,968 -41.47% Q1 2026 Apr 28, 2026
Pinnacle Family Advisors, LLC History Reduced 8,394 385 0.18% 0.32% 1076 -8,915 -51.5% Q1 2026 May 14, 2026
Worth Asset Management, LLC History New 8,407 385 0.14% 1077 +8,407 New Q1 2026 Apr 17, 2026
Heritage Wealth Advisors History Reduced 8,402 385 0.02% 0.02% 1075 -5,657 -40.24% Q1 2026 May 13, 2026
Avantax Planning Partners, Inc. History Reduced 8,404 385 0.01% 0.01% 1074 -920 -9.87% Q1 2026 May 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,276 382 0.01% 0.01% 1078 0 0.0% Q1 2026 Apr 28, 2026
NICOLET ADVISORY SERVICES, LLC History No change 8,972 382 0.03% 0.03% 1079 0 0.0% Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 8,308 381 0.04% 0.05% 1080 -2,824 -25.37% Q1 2026 Apr 24, 2026
Security Financial Services, INC. History No change 8,939 381 0.06% 0.06% 1081 0 0.0% Q4 2025 Jan 27, 2026
Occidental Asset Management, LLC History Reduced 8,281 380 0.05% 0.05% 1082 -1,831 -18.11% Q1 2026 Apr 15, 2026
Christensen, King & Associates Investment Services, Inc. History No change 8,236 377 0.16% 0.15% 1083 0 0.0% Q1 2026 Apr 20, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 8,188 375 0.03% 0.02% 1084 0 0.0% Q1 2026 Apr 28, 2026
Bank of Jackson Hole Trust History Reduced 8,157 374 0.18% 0.18% 1085 -768 -8.61% Q1 2026 May 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 8,139 373 0.07% 0.06% 1089 +712 9.59% Q1 2026 Apr 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 8,133 373 0.01% 0.0% 1086 +639 8.53% Q1 2026 May 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 8,131 373 0.01% 0.01% 1088 -618 -7.06% Q1 2026 Apr 20, 2026
GWN SECURITIES INC. History Added to 8,145 373 0.07% 0.07% 1087 +5 0.06% Q1 2026 May 14, 2026
Caprock Group, LLC History New 7,992 366 0.01% 1091 +7,992 New Q1 2026 May 11, 2026
Retirement Planning Group, LLC History Added to 7,979 366 0.01% 0.01% 1090 +1,889 31.02% Q1 2026 May 04, 2026
WORLD EQUITY GROUP, INC. History Reduced 7,965 365 0.09% 0.09% 1092 -5 -0.06% Q1 2026 May 06, 2026
Redhawk Wealth Advisors, Inc. History Reduced 7,948 364 0.04% 0.04% 1093 -457 -5.44% Q1 2026 Apr 15, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 7,904 362 0.03% 0.03% 1094 0 0.0% Q1 2026 May 01, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 7,887 361 0.07% 0.08% 1095 -4,287 -35.21% Q1 2026 Apr 29, 2026
Coordinated Financial Services, Inc. History Added to 7,872 361 0.21% 0.19% 1096 +22 0.28% Q1 2026 May 01, 2026
ASL Financial, LLC History No change 7,888 361 0.29% 0.26% 1097 0 0.0% Q1 2026 Apr 09, 2026
All Terrain Financial Advisors, LLC History Added to 7,860 360 0.08% 0.08% 1098 +10 0.13% Q1 2026 May 12, 2026
Sequent Planning LLC History Reduced 7,842 359 0.09% 0.11% 1101 -2,068 -20.87% Q1 2026 Apr 21, 2026
LJI Wealth Management, LLC History Reduced 7,835 359 0.06% 0.06% 1100 -815 -9.42% Q1 2026 May 04, 2026
Tolleson Wealth Management, Inc. History No change 8,426 359 0.05% 0.05% 1099 0 0.0% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 7,813 358 0.02% 0.17% 1103 -52,359 -87.02% Q1 2026 Apr 27, 2026
AssuredPartners Investment Advisors, LLC History New 7,764 358 0.04% 1104 +7,764 New Q1 2026 Apr 10, 2026
One Charles Private Wealth Services, LLC History Added to 7,807 358 0.09% 0.08% 1102 +181 2.37% Q1 2026 May 07, 2026
Rockingstone Advisors LLC History Reduced 7,780 357 0.16% 0.15% 1106 -30 -0.38% Q1 2026 Apr 09, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 7,800 357 0.02% 0.01% 1105 0 0.0% Q1 2026 May 11, 2026
BEACON FINANCIAL GROUP History Added to 7,778 356 0.04% 0.03% 1107 +433 5.9% Q1 2026 Apr 30, 2026
United Advisor Group, LLC History Reduced 7,754 355 0.04% 0.04% 1108 -321 -3.98% Q1 2026 Apr 17, 2026
ROMANO BROTHERS AND COMPANY History Added to 7,731 354 0.04% 0.04% 1109 +2 0.03% Q1 2026 Apr 21, 2026
XY Planning Network, Inc. History New 7,572 349 0.06% 1110 +7,572 New Q1 2026 Apr 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,579 347 0.0% 0.01% 1111 -2,698 -26.25% Q1 2026 May 13, 2026
NWF Advisory Services Inc. History Added to 7,565 347 0.04% 0.04% 1112 +102 1.37% Q1 2026 May 04, 2026
MLP3, LLC History Added to 7,570 347 0.38% 0.35% 1113 +35 0.46% Q1 2026 Apr 13, 2026
Hyundai Investments Co., Ltd. History Reduced 7,542 346 0.39% 0.61% 1114 -7,008 -48.16% Q1 2026 May 15, 2026
Spartan Wealth Advisory Services LLC History New 7,525 345 0.03% 1116 +7,525 New Q1 2026 May 06, 2026
Main Street Financial Solutions, LLC History No change 8,102 345 0.03% 0.03% 1115 0 0.0% Q4 2025 Feb 17, 2026
L & S Advisors Inc History New 7,484 343 0.04% 1119 +7,484 New Q1 2026 May 11, 2026
North Star Investment Management Corp. History Added to 7,477 343 0.02% 0.02% 1117 +1,390 22.84% Q1 2026 Apr 23, 2026
Verity & Verity, LLC History No change 7,490 343 0.03% 0.02% 1118 0 0.0% Q1 2026 Apr 15, 2026
Haverford Trust Co History No change 7,454 342 0.0% 0.0% 1120 0 0.0% Q1 2026 May 11, 2026
Innovative Asset Advisors Group, LLC History New 7,444 341 0.2% 1125 +7,444 New Q1 2026 May 12, 2026
First Financial Group Corp History Reduced 7,432 341 0.28% 0.28% 1123 -264 -3.43% Q1 2026 Apr 22, 2026
Advance Capital Management, Inc. History Added to 7,434 341 0.01% 0.01% 1121 +217 3.01% Q1 2026 Apr 29, 2026
Grantvest Financial Group LLC History Reduced 7,445 341 0.22% 0.21% 1124 -125 -1.65% Q1 2026 May 11, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 7,440 341 0.23% 0.24% 1122 0 0.0% Q1 2026 May 04, 2026
Bangor Savings Bank History Reduced 7,427 340 0.03% 0.03% 1126 -46 -0.62% Q1 2026 Apr 01, 2026
GREENLEAF TRUST History No change 7,404 339 0.0% 0.0% 1127 0 0.0% Q1 2026 Apr 27, 2026
Measured Risk Portfolios, Inc. History Reduced 7,369 338 0.37% 0.34% 1128 -722 -8.92% Q1 2026 May 15, 2026
YHB Investment Advisors, Inc. History Added to 7,355 337 0.02% 0.02% 1129 +230 3.23% Q1 2026 Apr 10, 2026
Westside Investment Management, Inc. History No change 7,286 336 0.05% 0.05% 1130 0 0.0% Q1 2026 May 04, 2026
Demars Financial Group, LLC History Reduced 7,301 335 0.11% 0.11% 1131 -470 -6.05% Q1 2026 Apr 29, 2026
MBA Advisors LLC History Added to 7,271 333 0.13% 0.12% 1132 +502 7.42% Q1 2026 Apr 20, 2026
Indivisible Partners History Added to 7,235 332 0.03% 0.03% 1134 +500 7.42% Q1 2026 Apr 30, 2026
Broadleaf Partners, LLC History No change 7,238 332 0.08% 0.06% 1133 0 0.0% Q1 2026 May 14, 2026
S.E.E.D. Planning Group LLC History New 7,226 331 0.1% 1135 +7,226 New Q1 2026 Apr 23, 2026
UNION SAVINGS BANK History No change 7,204 330 0.14% 0.13% 1136 0 0.0% Q1 2026 Apr 17, 2026
Lloyd Advisory Services, LLC. History New 7,162 328 0.09% 1140 +7,162 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 7,162 328 0.09% 0.09% 1139 +81 1.14% Q1 2026 May 13, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 7,154 328 0.22% 0.22% 1138 +2 0.03% Q1 2026 Apr 27, 2026
Private Wealth Asset Management, LLC History No change 7,160 328 0.04% 0.03% 1137 0 0.0% Q1 2026 May 06, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 7,080 324 0.04% 0.03% 1141 +1,116 18.71% Q1 2026 Apr 13, 2026
Keystone Wealth Services, LLC History New 7,040 323 0.07% 1143 +7,040 New Q1 2026 May 13, 2026
Kentucky Trust Co History No change 7,060 323 0.17% 0.16% 1142 0 0.0% Q1 2026 Apr 17, 2026
BANQUE PICTET & CIE SA History New 7,000 321 0.0% 1145 +7,000 New Q1 2026 Apr 14, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 6,976 321 0.06% 0.05% 1144 0 0.0% Q1 2026 May 08, 2026
VSM Wealth Advisory, LLC History Added to 6,979 320 0.1% 0.08% 1146 +600 9.41% Q1 2026 May 05, 2026
NTV ASSET MANAGEMENT LLC History Reduced 6,948 318 0.03% 0.03% 1147 -332 -4.56% Q1 2026 Apr 28, 2026
True Vision MN LLC History Reduced 6,925 317 0.16% 0.3% 1149 -6,990 -50.23% Q1 2026 Apr 16, 2026
Penobscot Investment Management Company, Inc. History Reduced 6,920 317 0.02% 0.03% 1148 -1,400 -16.83% Q1 2026 Apr 29, 2026
American Financial Advisors, LLC History Reduced 6,903 316 0.04% 0.04% 1151 -158 -2.24% Q1 2026 May 13, 2026
Beaumont Financial Advisors, LLC History Reduced 6,892 316 0.02% 0.02% 1152 -143 -2.03% Q1 2026 May 05, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 6,898 316 0.04% 0.04% 1150 +5 0.07% Q1 2026 Apr 24, 2026
D.B. Root & Company, LLC History Reduced 6,869 315 0.08% 0.18% 1153 -10,561 -60.59% Q1 2026 May 12, 2026
Black Diamond Financial, LLC History Added to 6,869 315 0.03% 0.03% 1154 +1,145 20.0% Q1 2026 May 05, 2026
Financial Engines Advisors L.L.C. History Reduced 6,860 314 0.0% 0.0% 1155 -311 -4.34% Q1 2026 May 14, 2026
Asset One Wealth Management LLC History New 6,983 313 0.03% 1157 +6,983 New Q1 2026 May 12, 2026
Composition Wealth, LLC History Added to 6,832 313 0.0% 0.0% 1156 +1,082 18.82% Q1 2026 Apr 08, 2026
Brookwood Investment Group LLC History Reduced 6,803 312 0.04% 0.09% 1159 -10,240 -60.08% Q1 2026 May 04, 2026
RiverGlades Family Offices LLC History New 6,815 312 0.18% 1160 +6,815 New Q1 2026 May 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 6,820 312 0.09% 0.09% 1158 -267 -3.77% Q1 2026 May 14, 2026
Quadcap Wealth Management, LLC History Added to 6,744 309 0.04% 0.03% 1161 +166 2.52% Q1 2026 May 15, 2026
BOSTON FAMILY OFFICE LLC History New 6,705 308 0.02% 1162 +6,705 New Q1 2026 May 13, 2026
Banque Transatlantique SA History New 6,696 307 0.01% 1164 +6,696 New Q1 2026 May 13, 2026
Activest Wealth Management History Reduced 6,709 307 0.05% 0.07% 1163 -1,951 -22.53% Q1 2026 Apr 15, 2026
Carson Advisory Inc. History No change 6,678 306 0.16% 0.15% 1165 0 0.0% Q1 2026 May 07, 2026
FIRST UNITED BANK & TRUST History Reduced 6,654 305 0.1% 0.11% 1166 -1,211 -15.4% Q1 2026 Apr 21, 2026
Clear Retirement Advice LLC History No change 6,652 305 0.24% 0.22% 1167 0 0.0% Q1 2026 Apr 28, 2026
WealthPlan Investment Management, LLC History New 6,613 303 0.02% 1169 +6,613 New Q1 2026 Apr 29, 2026
GODSEY & GIBB, INC History No change 6,605 303 0.03% 0.03% 1168 0 0.0% Q1 2026 Apr 20, 2026
TigerOak Management, L.L.C. History Added to 6,601 302 0.1% 0.06% 1170 +1,632 32.84% Q1 2026 Apr 21, 2026
Palumbo Wealth Management LLC History Added to 6,551 300 0.07% 0.07% 1171 +5 0.08% Q1 2026 May 12, 2026
Smartleaf Asset Management LLC History Added to 6,522 299 0.01% 0.0% 1173 +4,209 181.97% Q1 2026 May 15, 2026
Goldstein Advisors, LLC History No change 6,522 299 0.03% 0.03% 1172 0 0.0% Q1 2026 Apr 28, 2026
Copia Wealth Management History Added to 6,485 297 0.2% 0.12% 1174 +2,693 71.02% Q1 2026 May 04, 2026
Schneider Downs Wealth Management Advisors, LP History No change 6,470 296 0.03% 0.03% 1175 0 0.0% Q1 2026 May 14, 2026
Tepp RIA, LLC History Added to 6,421 294 0.23% 0.23% 1176 +873 15.74% Q1 2026 Apr 22, 2026
TBH Global Asset Management, LLC History New 6,385 293 0.06% 1178 +6,385 New Q1 2026 Apr 22, 2026
ASPIRIANT, LLC History Reduced 6,400 293 0.01% 0.01% 1177 -577 -8.27% Q1 2026 May 12, 2026
WFA of San Diego, LLC History Reduced 6,354 291 0.23% 0.2% 1179 -136 -2.1% Q1 2026 May 11, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History New 6,336 290 0.02% 1181 +6,336 New Q1 2026 May 11, 2026
Darden Wealth Group Inc History New 6,332 290 0.15% 1182 +6,332 New Q1 2026 May 08, 2026
Fortitude Family Office, LLC History No change 6,334 290 0.06% 0.06% 1180 0 0.0% Q1 2026 Apr 15, 2026
Ally Invest Advisors Inc. History Reduced 6,312 289 0.02% 0.02% 1183 -81 -1.27% Q1 2026 May 12, 2026
Pacifica Partners Inc. History Reduced 6,262 287 0.1% 0.12% 1185 -30 -0.48% Q1 2026 Apr 09, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 6,270 287 0.02% 0.02% 1184 +2 0.03% Q1 2026 Apr 16, 2026
Connecticut Capital Management Group, LLC History No change 6,260 287 0.27% 0.26% 1186 0 0.0% Q1 2026 Apr 10, 2026
BRAUN STACEY ASSOCIATES INC History No change 6,252 286 0.01% 0.01% 1187 0 0.0% Q1 2026 Apr 22, 2026
Balance Wealth, LLC History Added to 6,218 285 0.09% 0.07% 1190 +1,060 20.55% Q1 2026 Apr 20, 2026
Hopwood Financial Services, Inc. History Added to 6,232 285 0.19% 0.19% 1189 +2 0.03% Q1 2026 May 07, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 6,696 285 0.09% 0.09% 1188 0 0.0% Q4 2025 Feb 10, 2026
Symphony Financial, Ltd. Co. History New 6,265 284 0.04% 1196 +6,265 New Q1 2026 Apr 30, 2026
Redwood Financial Network Corp History Reduced 6,190 284 0.19% 0.27% 1194 -3,630 -36.97% Q1 2026 May 14, 2026
Bill Few Associates, Inc. History Added to 6,200 284 0.07% 0.05% 1193 +1,371 28.39% Q1 2026 Apr 08, 2026
Kagan Cocozza Asset Management History Reduced 6,190 284 0.2% 0.21% 1195 -867 -12.29% Q1 2026 Apr 23, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 6,192 284 0.0% 0.0% 1191 +98 1.61% Q1 2026 May 01, 2026
St. Johns Investment Management Company, LLC History Added to 6,192 284 0.12% 0.11% 1192 +40 0.65% Q1 2026 Apr 28, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History New 6,329 283 0.09% 1198 +6,329 New Q1 2026 May 12, 2026
GAMMA Investing LLC History No change 6,188 283 0.01% 0.01% 1197 0 0.0% Q1 2026 Apr 06, 2026
Capital Square, LLC History Reduced 6,124 282 0.13% 0.22% 1199 -4,123 -40.24% Q1 2026 May 11, 2026
Strategic Advocates LLC History Reduced 6,121 280 1.24% 0.07% 1201 -220 -3.47% Q1 2026 May 15, 2026
CARDIFF PARK ADVISORS, LLC History No change 6,120 280 0.02% 0.02% 1200 0 0.0% Q1 2026 May 15, 2026
Quartz Partners, LLC History Reduced 6,083 279 0.11% 0.31% 1202 -13,755 -69.34% Q1 2026 May 05, 2026
Gradient Capital Advisors, LLC History No change 6,096 279 0.07% 0.07% 1203 0 0.0% Q1 2026 Apr 15, 2026
ARMISTICE CAPITAL, LLC History New 6,077 278 0.0% 1207 +6,077 New Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 6,001 278 0.0% 0.0% 1206 +471 8.52% Q1 2026 May 06, 2026
Garde Capital, Inc. History Added to 6,074 278 0.02% 0.01% 1204 +174 2.95% Q1 2026 Apr 28, 2026
Kraft, Davis & Associates, LLC History No change 5,968 278 0.06% 0.06% 1205 0 0.0% Q1 2026 May 01, 2026
Nilsine Partners, LLC History Reduced 6,002 277 0.02% 0.02% 1210 -370 -5.81% Q1 2026 Apr 29, 2026
LGL PARTNERS, LLC History Added to 6,050 277 0.11% 0.11% 1208 +39 0.65% Q1 2026 May 14, 2026
SkyOak Wealth, LLC History No change 6,044 277 0.05% 0.05% 1209 0 0.0% Q1 2026 Apr 30, 2026
Berkeley Capital Partners, LLC History Reduced 6,018 276 0.06% 0.14% 1212 -7,480 -55.42% Q1 2026 May 06, 2026
Pacific Center for Financial Services History Added to 6,027 276 0.07% 0.03% 1213 +4,475 288.34% Q1 2026 May 12, 2026
LEIGH BALDWIN & CO., LLC History Reduced 6,021 276 0.18% 0.19% 1211 -772 -11.36% Q1 2026 May 20, 2026
Churchill Financial Advisors, LLC History Added to 5,996 275 0.06% 0.06% 1216 +1,072 21.77% Q1 2026 Apr 22, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 6,000 275 0.02% 0.03% 1214 0 0.0% Q1 2026 Apr 23, 2026
Nabity-Jensen Investment Management Inc History No change 6,000 275 0.19% 0.17% 1215 0 0.0% Q1 2026 Apr 21, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 5,936 272 0.08% 0.07% 1217 0 0.0% Q1 2026 May 13, 2026
Ergawealth Advisors, Inc. History New 5,903 270 0.12% 1218 +5,903 New Q1 2026 Apr 27, 2026
ROMAN BUTLER FULLERTON & CO History Added to 5,755 269 0.07% 0.06% 1219 +559 10.76% Q1 2026 Apr 30, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 5,855 268 0.07% 0.06% 1220 +750 14.69% Q1 2026 May 08, 2026
Ballast Financial Advisors LLC History Added to 5,853 268 0.27% 0.23% 1221 +575 10.89% Q1 2026 May 13, 2026
Ruggiero Investments, Inc. History Added to 5,840 268 0.26% 0.2% 1222 +511 9.59% Q1 2026 May 12, 2026
Kaizen Financial Strategies History Added to 5,778 267 0.11% 0.1% 1223 +318 5.82% Q1 2026 May 01, 2026
CVFG LLC History Added to 5,815 266 0.03% 0.17% 1225 +133 2.34% Q1 2026 Apr 29, 2026
FOREFRONT WEALTH MANAGEMENT INC. History No change 6,247 266 0.19% 0.19% 1224 0 0.0% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History Added to 5,767 264 0.0% 0.0% 1227 +4,803 498.24% Q1 2026 Apr 07, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 5,762 264 0.13% 0.11% 1226 +115 2.04% Q1 2026 May 15, 2026
BETO FINANCIAL GROUP, LLC History New 5,844 263 0.15% 1231 +5,844 New Q1 2026 May 11, 2026
Bey-Douglas LLC History New 5,735 263 0.23% 1230 +5,735 New Q1 2026 May 12, 2026
Willis Johnson & Associates, Inc. History Added to 5,736 263 0.02% 0.01% 1229 +37 0.65% Q1 2026 Apr 23, 2026
COZAD ASSET MANAGEMENT INC History No change 6,170 263 0.02% 0.02% 1228 0 0.0% Q4 2025 Feb 13, 2026
Post Resch Tallon Group Inc. History Reduced 5,700 262 0.21% 0.23% 1232 -654 -10.29% Q1 2026 Apr 08, 2026
First Heartland Consultants, Inc. History Reduced 5,681 260 0.02% 0.02% 1233 -41 -0.72% Q1 2026 Apr 08, 2026
GRIFFIN ASSET MANAGEMENT, INC. History New 5,665 259 0.03% 1237 +5,665 New Q1 2026 Apr 30, 2026
Winthrop Advisory Group LLC History Reduced 5,653 259 0.02% 0.03% 1235 -1,577 -21.81% Q1 2026 Apr 13, 2026
Crestwood Advisors Group, LLC History Reduced 5,652 259 0.0% 0.0% 1234 -200 -3.42% Q1 2026 May 05, 2026
Caldwell Trust Co History No change 5,650 259 0.02% 0.02% 1236 0 0.0% Q1 2026 Apr 22, 2026
Garden State Investment Advisory Services LLC History New 5,597 257 0.06% 1238 +5,597 New Q1 2026 May 13, 2026
Alteri Wealth LLC History New 5,561 255 0.08% 1240 +5,561 New Q1 2026 May 06, 2026
Insight Advisors, LLC/ PA History Added to 5,565 255 0.05% 0.04% 1239 +2 0.04% Q1 2026 May 11, 2026
Rathbones Group PLC History No change 5,556 254 0.0% 0.0% 1241 0 0.0% Q1 2026 May 12, 2026
Financial Partners Group, Inc History Added to 5,534 253 0.03% 0.03% 1242 +3 0.05% Q1 2026 Apr 10, 2026
Perissos Private Wealth Management, LLC History No change 5,530 253 0.22% 0.2% 1243 0 0.0% Q1 2026 May 07, 2026
Segment Wealth Management, LLC History New 5,503 252 0.01% 1246 +5,503 New Q1 2026 Apr 20, 2026
Pictet North America Advisors SA History No change 5,492 252 0.03% 0.02% 1244 0 0.0% Q1 2026 Apr 14, 2026
Aries Wealth Management History No change 5,498 252 0.06% 0.05% 1245 0 0.0% Q1 2026 May 14, 2026
Brooklyn Investment Group History New 5,398 247 0.01% 1247 +5,398 New Q1 2026 Apr 29, 2026
Southland Equity Partners LLC History New 5,378 246 0.05% 1248 +5,378 New Q1 2026 Apr 14, 2026
Interchange Capital Partners, LLC History Reduced 3,118 245 0.08% 0.07% 1250 -5,536 -63.97% Q1 2026 Apr 23, 2026
IBEX WEALTH ADVISORS History New 5,353 245 0.02% 1252 +5,353 New Q1 2026 Apr 30, 2026
PARK NATIONAL CORP /OH/ History New 5,346 245 0.01% 1251 +5,346 New Q1 2026 Apr 16, 2026
Aprio Wealth Management, LLC History Added to 5,340 245 0.01% 0.01% 1249 +184 3.57% Q1 2026 May 11, 2026
SVB WEALTH LLC History Reduced 5,320 244 0.02% 0.02% 1253 -1,156 -17.85% Q1 2026 Apr 17, 2026
Arrowroot Family Office, LLC History New 5,299 243 0.08% 1255 +5,299 New Q1 2026 May 15, 2026
WHALEROCK POINT PARTNERS, LLC History No change 5,300 243 0.05% 0.04% 1254 0 0.0% Q1 2026 May 15, 2026
Banco BTG Pactual S.A. History Reduced 5,284 242 0.02% 0.29% 1257 -34,432 -86.7% Q1 2026 May 12, 2026
FCG Investment Co History New 5,279 242 0.11% 1259 +5,279 New Q1 2026 Apr 09, 2026
Independence Bank of Kentucky History Reduced 5,292 242 0.03% 0.03% 1258 -60 -1.12% Q1 2026 Apr 30, 2026
1834 INVESTMENT ADVISORS CO History No change 5,286 242 0.03% 0.03% 1256 0 0.0% Q1 2026 May 14, 2026
Kestra Investment Management, LLC History New 5,256 241 0.0% 1260 +5,256 New Q1 2026 May 11, 2026
Patriot Financial Group Insurance Agency, LLC History New 5,244 240 0.01% 1266 +5,244 New Q1 2026 Apr 22, 2026
Ascent Group, LLC History Reduced 5,245 240 0.01% 0.01% 1264 -1,508 -22.33% Q1 2026 May 15, 2026
COFG Advisors, LLC History Reduced 5,233 240 0.06% 0.07% 1265 -1,033 -16.49% Q1 2026 May 11, 2026
Crescent Grove Advisors, LLC History Reduced 5,235 240 0.02% 0.02% 1262 -418 -7.39% Q1 2026 May 06, 2026
LCNB CORP History No change 5,250 240 0.08% 0.08% 1261 0 0.0% Q1 2026 May 11, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 5,230 240 0.13% 0.12% 1263 0 0.0% Q1 2026 Apr 22, 2026
VCI Wealth Management LLC History Reduced 5,220 239 0.07% 0.09% 1267 -2,476 -32.17% Q1 2026 Apr 21, 2026
Northstar Financial Companies, Inc. History Reduced 5,214 239 0.19% 0.18% 1268 -98 -1.84% Q1 2026 May 05, 2026
Ancora Advisors LLC History Reduced 5,188 238 0.01% 0.01% 1269 -3,500 -40.29% Q1 2026 May 15, 2026
MKT Advisors LLC History Reduced 5,140 237 0.08% 0.08% 1271 -659 -11.36% Q1 2026 Apr 10, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 5,170 237 0.19% 0.18% 1270 0 0.0% Q1 2026 May 12, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 5,124 235 0.02% 0.02% 1272 -131 -2.49% Q1 2026 Apr 28, 2026
Rialto Wealth Management, LLC History Added to 5,112 234 0.05% 0.05% 1273 +345 7.24% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History Reduced 5,087 233 0.01% 0.02% 1275 -378 -6.92% Q1 2026 May 15, 2026
Second Line Capital, LLC History Added to 4,989 233 0.04% 0.04% 1276 +156 3.23% Q1 2026 May 14, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 5,082 233 0.05% 0.05% 1274 -12 -0.24% Q1 2026 Apr 16, 2026
Ifrah Financial Services, Inc. History Reduced 5,074 232 0.06% 0.12% 1277 -5,461 -51.84% Q1 2026 Apr 22, 2026
USA FINANCIAL FORMULAS History Reduced 5,070 232 0.04% 0.05% 1278 -778 -13.3% Q1 2026 Apr 14, 2026
JT Stratford LLC History New 5,045 231 0.03% 1281 +5,045 New Q1 2026 May 15, 2026
New England Private Wealth Advisors LLC History Added to 5,049 231 0.03% 0.03% 1280 +8 0.16% Q1 2026 May 08, 2026
PACIFIC SUN FINANCIAL CORP History No change 5,042 231 0.11% 0.1% 1279 0 0.0% Q1 2026 May 07, 2026
Stack Financial Management, Inc History New 5,013 230 0.02% 1282 +5,013 New Q1 2026 May 04, 2026
LuminArx Capital Management LP History New 5,000 229 0.17% 1287 +5,000 New Q1 2026 May 14, 2026
Blue Chip Partners, LLC History Reduced 4,992 229 0.02% 0.03% 1284 -4,171 -45.52% Q1 2026 May 15, 2026
DT Investment Partners, LLC History Reduced 4,992 229 0.02% 0.02% 1283 -248 -4.73% Q1 2026 May 14, 2026
Operose Advisors LLC History Reduced 5,000 229 0.05% 0.05% 1285 -15 -0.3% Q1 2026 May 12, 2026
Shared Vision Wealth Group LLC History No change 5,000 229 0.09% 0.09% 1286 0 0.0% Q1 2026 May 06, 2026
Cyndeo Wealth Partners, LLC History Reduced 4,985 228 0.01% 0.01% 1288 -293 -5.55% Q1 2026 Apr 13, 2026
Relyea Zuckerberg Hanson LLC History Added to 4,948 227 0.02% 0.02% 1289 +34 0.69% Q1 2026 Apr 30, 2026
Alan B Lancz & Associates, Inc. History No change 4,950 227 0.22% 0.19% 1290 0 0.0% Q1 2026 May 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 4,933 226 0.0% 1292 +4,933 New Q1 2026 May 14, 2026
Wealth Dimensions Group, Ltd. History No change 4,942 226 0.04% 0.04% 1291 0 0.0% Q1 2026 May 11, 2026
Herold Advisors, Inc. History New 4,910 225 0.05% 1293 +4,910 New Q1 2026 May 14, 2026
Graves Light Lenhart Wealth, Inc. History No change 4,878 223 0.02% 0.02% 1294 0 0.0% Q1 2026 Apr 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 4,845 222 0.02% 1298 +4,845 New Q1 2026 Apr 30, 2026
First National Bank of Hutchinson History Reduced 4,852 222 0.14% 0.17% 1296 -2,050 -29.7% Q1 2026 May 04, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 4,859 222 0.15% 0.14% 1295 +1 0.02% Q1 2026 May 13, 2026
LRI Investments, LLC History No change 4,848 222 0.02% 0.02% 1297 0 0.0% Q1 2026 Apr 30, 2026
Purkiss Capital Advisors LLC History Reduced 4,832 221 0.1% 0.18% 1300 -4,292 -47.04% Q1 2026 May 04, 2026
GreatBanc Trust CO History Reduced 4,830 221 0.15% 0.15% 1299 -70 -1.43% Q1 2026 Apr 30, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 4,797 220 0.01% 0.01% 1301 -159 -3.21% Q1 2026 Apr 27, 2026
High Falls Advisors, Inc History No change 5,172 220 0.04% 0.04% 1302 0 0.0% Q4 2025 Feb 18, 2026
F/m Investments LLC History No change 4,800 220 0.01% 0.01% 1303 0 0.0% Q1 2026 May 11, 2026
Sankala Group LLC History No change 4,800 220 0.18% 0.18% 1304 0 0.0% Q1 2026 Mar 31, 2026
Turning Point Benefit Group, Inc. History Added to 4,763 219 0.14% 0.07% 1307 +1,797 60.59% Q1 2026 May 12, 2026
Principle Wealth Partners LLC History Reduced 4,778 219 0.01% 0.01% 1306 -753 -13.61% Q1 2026 May 07, 2026
Curtis Advisory Group, LLC History No change 4,782 219 0.05% 0.04% 1305 0 0.0% Q1 2026 May 08, 2026
Eagle Strategies LLC History Added to 4,771 218 0.03% 0.03% 1309 +83 1.77% Q1 2026 Apr 20, 2026
Advanced Asset Management Advisors Inc History Added to 4,770 218 0.06% 0.05% 1308 +80 1.71% Q1 2026 Apr 24, 2026
Solitude Financial Services History Reduced 4,720 217 0.06% 0.14% 1311 -5,260 -52.71% Q1 2026 Apr 16, 2026
Cane Capital Partners, LLC History New 4,740 217 0.09% 1313 +4,740 New Q1 2026 Apr 24, 2026
DIMENSION CAPITAL MANAGEMENT LLC History New 4,730 217 0.03% 1312 +4,730 New Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History No change 4,688 217 0.02% 0.02% 1310 0 0.0% Q1 2026 May 11, 2026
Prosperitas Financial LLC History New 4,727 216 0.08% 1316 +4,727 New Q1 2026 May 15, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 5,070 216 0.06% 0.06% 1314 0 0.0% Q4 2025 Feb 11, 2026
Capstone Wealth Management Group LLC History No change 4,720 216 0.13% 0.12% 1315 0 0.0% Q1 2026 Apr 16, 2026
Portland Financial Advisors Inc History New 4,680 214 0.45% 1319 +4,680 New Q1 2026 Apr 27, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History New 4,676 214 0.14% 1318 +4,676 New Q1 2026 Apr 09, 2026
Avidian Wealth Enterprises, LLC History Reduced 4,670 214 0.01% 0.01% 1317 -1,153 -19.8% Q1 2026 May 07, 2026
PATRON PARTNERS, LLC History New 4,661 213 0.09% 1322 +4,661 New Q1 2026 Apr 29, 2026
Councilmark Asset Management, LLC History New 4,660 213 0.12% 1323 +4,660 New Q1 2026 May 12, 2026
Targeted Financial Services LLC History New 4,656 213 0.17% 1321 +4,656 New Q1 2026 Apr 15, 2026
Register Financial Advisors LLC History Added to 4,644 213 0.08% 0.08% 1320 +22 0.48% Q1 2026 Apr 15, 2026
First Citizens Financial Corp History New 4,637 212 0.1% 1326 +4,637 New Q1 2026 Apr 07, 2026
Savant Capital, LLC History New 4,626 212 0.0% 1325 +4,626 New Q1 2026 May 04, 2026
QRG CAPITAL MANAGEMENT, INC. History New 4,620 212 0.0% 1327 +4,620 New Q1 2026 Apr 27, 2026
IEQ CAPITAL, LLC History Reduced 4,637 212 0.0% 0.0% 1324 -1,189 -20.41% Q1 2026 May 14, 2026
Constant Guidance Financial LLC History New 4,600 211 0.15% 1328 +4,600 New Q1 2026 May 15, 2026
Vantage Financial Partners, LLC History No change 4,918 209 0.04% 0.04% 1329 0 0.0% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History New 4,551 208 0.0% 1330 +4,551 New Q1 2026 May 15, 2026
DEFINE FINANCIAL, LLC History New 4,538 208 0.11% 1331 +4,538 New Q1 2026 Apr 14, 2026
HUB Investment Partners, LLC History Reduced 4,527 207 0.0% 0.01% 1332 -3,880 -46.15% Q1 2026 May 15, 2026
Bluesphere Advisors LLC History Reduced 4,522 207 0.07% 0.09% 1333 -264 -5.52% Q1 2026 Apr 22, 2026
Bay Capital Advisors, LLC History New 4,510 206 0.13% 1336 +4,510 New Q1 2026 Apr 22, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History New 4,491 206 0.11% 1335 +4,491 New Q1 2026 May 12, 2026
Biltmore Family Office, LLC History Added to 4,510 206 0.03% 0.01% 1334 +2,704 149.72% Q1 2026 May 11, 2026
Legacy Capital Group California, Inc. History New 4,485 205 0.08% 1338 +4,485 New Q1 2026 May 04, 2026
Key FInancial Inc History Reduced 4,474 205 0.04% 0.04% 1337 -600 -11.82% Q1 2026 Apr 24, 2026
AlTi Global, Inc. History New 4,462 204 0.0% 1341 +4,462 New Q1 2026 May 07, 2026
Synergy Investment Management, LLC History New 4,456 204 0.07% 1342 +4,456 New Q1 2026 May 14, 2026
AF Advisors, Inc. History New 4,450 204 0.11% 1340 +4,450 New Q1 2026 May 01, 2026
PHILADELPHIA TRUST CO History New 4,440 204 0.01% 1339 +4,440 New Q1 2026 May 13, 2026
Revisor Wealth Management LLC History New 4,442 203 0.06% 1344 +4,442 New Q1 2026 Apr 27, 2026
Badgley Phelps Wealth Managers, LLC History New 4,442 203 0.0% 1345 +4,442 New Q1 2026 Apr 15, 2026
Clear Harbor Asset Management, LLC History New 4,430 203 0.01% 1343 +4,430 New Q1 2026 May 05, 2026
AVALON CAPITAL MANAGEMENT History Reduced 4,417 202 0.06% 1.92% 1346 -183,581 -97.65% Q1 2026 May 14, 2026
Helium Advisors LLC History New 4,408 202 0.19% 1350 +4,408 New Q1 2026 May 05, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History New 4,402 202 0.11% 1349 +4,402 New Q1 2026 Apr 23, 2026
Silver Grove Financial Group, Inc. History Reduced 4,414 202 0.16% 0.17% 1348 -297 -6.3% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Reduced 4,423 202 0.01% 0.01% 1347 -10 -0.23% Q1 2026 May 15, 2026
Everhart Financial Group, Inc. History New 4,400 201 0.02% 1352 +4,400 New Q1 2026 Apr 09, 2026
Intellus Advisors LLC History New 4,400 201 0.03% 1353 +4,400 New Q1 2026 May 07, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 4,392 201 0.12% 0.11% 1351 0 0.0% Q1 2026 May 13, 2026
Citizens National Bank Trust Department History No change 4,200 192 0.03% 0.03% 1354 0 0.0% Q1 2026 May 04, 2026
TD Capital Management LLC History Added to 4,057 186 0.02% 0.02% 1355 +5 0.12% Q1 2026 May 11, 2026
Allspring Global Investments Holdings, LLC History Added to 3,936 182 0.0% 0.0% 1356 +19 0.49% Q1 2026 May 05, 2026
WHITTIER TRUST CO History Added to 3,924 181 0.0% 0.0% 1357 +800 25.61% Q1 2026 Apr 28, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 3,938 180 0.07% 0.03% 1358 +1,729 78.27% Q1 2026 May 06, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 3,870 178 0.13% 0.12% 1359 0 0.0% Q1 2026 May 15, 2026
Ascentis Wealth Management, LLC History No change 3,886 178 0.04% 0.04% 1360 0 0.0% Q1 2026 Apr 28, 2026
Blue Trust, Inc. History Reduced 3,862 177 0.0% 0.0% 1361 -3,168 -45.06% Q1 2026 Apr 20, 2026
Anchor Investment Management, LLC History Added to 3,817 175 0.01% 0.01% 1362 +1,112 41.11% Q1 2026 May 01, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 3,753 174 0.03% 0.03% 1363 +48 1.3% Q1 2026 Apr 15, 2026
Bollard Group LLC History Added to 3,785 174 0.01% 0.0% 1364 +21 0.56% Q1 2026 May 14, 2026
Portfolio Resources Advisor Group, Inc. History Added to 3,810 174 0.17% 0.16% 1365 +16 0.42% Q1 2026 Apr 14, 2026
True Link Financial Advisors, LLC History New 3,780 173 0.01% 1366 +3,780 New Q1 2026 Apr 29, 2026
Destiny Wealth Partners, LLC History New 3,740 171 0.02% 1367 +3,740 New Q1 2026 May 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 3,675 168 0.07% 0.05% 1368 +257 7.52% Q1 2026 Apr 14, 2026
HORIZON BANCORP INC /IN/ History No change 3,610 166 0.08% 0.07% 1369 0 0.0% Q1 2026 Apr 22, 2026
Seneschal Advisors, LLC History Added to 3,616 165 0.12% 0.05% 1370 +1,966 119.15% Q1 2026 May 08, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 3,483 159 0.01% 1372 +3,483 New Q1 2026 May 15, 2026
Topsail Wealth Management, LLC History No change 3,470 159 0.02% 0.02% 1371 0 0.0% Q1 2026 Apr 21, 2026
BOKF, NA History No change 3,372 154 0.0% 0.0% 1373 0 0.0% Q1 2026 May 08, 2026
High Note Wealth, LLC History Reduced 3,312 151 0.03% 0.03% 1374 -30 -0.9% Q1 2026 May 11, 2026
SouthState Bank Corp History Reduced 3,192 146 0.01% 0.01% 1375 -170 -5.06% Q1 2026 May 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,150 144 0.01% 0.0% 1376 -45,711 -93.55% Q1 2026 May 12, 2026
Sterling Capital Management LLC History Reduced 3,104 142 0.0% 0.0% 1377 -46 -1.46% Q1 2026 Apr 22, 2026
Sherman Asset Management, Inc. History Added to 3,040 139 0.13% 0.08% 1378 +746 32.52% Q1 2026 May 05, 2026
Golden State Wealth Management, LLC History Added to 2,895 132 0.01% 0.01% 1380 +4 0.14% Q1 2026 Apr 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,894 132 0.01% 0.01% 1379 0 0.0% Q1 2026 Apr 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 2,855 131 0.01% 0.01% 1382 -2,175 -43.24% Q1 2026 Apr 14, 2026
NFSG Corp History Reduced 2,869 131 0.02% 0.02% 1385 -253 -8.1% Q1 2026 May 05, 2026
Financial Gravity Asset Management, Inc. History Reduced 2,865 131 0.02% 0.03% 1384 -217 -7.04% Q1 2026 May 08, 2026
Wilmington Savings Fund Society, FSB History No change 2,876 131 0.0% 0.0% 1381 0 0.0% Q1 2026 Apr 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,870 131 0.01% 0.01% 1383 0 0.0% Q1 2026 May 11, 2026
Medallion Wealth Advisors, LLC History Reduced 2,846 130 0.04% 0.04% 1388 -59 -2.03% Q1 2026 Apr 24, 2026
SageView Advisory Group, LLC History No change 3,064 130 0.0% 0.0% 1386 0 0.0% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History No change 2,848 130 0.03% 0.03% 1387 0 0.0% Q1 2026 May 06, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 2,790 128 0.01% 0.01% 1389 0 0.0% Q1 2026 May 06, 2026
Abound Wealth Management History Added to 2,648 121 0.03% 0.03% 1391 +18 0.68% Q1 2026 Apr 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,648 121 0.01% 0.01% 1390 0 0.0% Q1 2026 Apr 23, 2026
Coastline Trust Co History No change 2,608 119 0.01% 0.01% 1392 0 0.0% Q1 2026 Apr 03, 2026
HM PAYSON & CO History No change 2,592 118 0.0% 0.0% 1393 0 0.0% Q1 2026 Apr 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 2,550 117 0.02% 0.02% 1394 +100 4.08% Q1 2026 May 11, 2026
EPG Wealth Management LLC History Added to 2,537 116 0.03% 0.02% 1395 +702 38.26% Q1 2026 May 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,506 115 0.02% 0.02% 1396 0 0.0% Q1 2026 Apr 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 2,486 114 0.0% 0.0% 1397 -36 -1.43% Q1 2026 May 11, 2026
ORG Partners LLC History No change 2,688 114 0.02% 0.02% 1398 0 0.0% Q4 2025 Jan 14, 2026
Acropolis Investment Management, LLC History New 2,456 112 0.0% 1399 +2,456 New Q1 2026 Apr 09, 2026
Estabrook Capital Management History Added to 2,432 111 0.02% 0.02% 1400 +17 0.7% Q1 2026 May 14, 2026
Clean Yield Group History No change 2,400 110 0.03% 0.03% 1401 0 0.0% Q1 2026 Apr 14, 2026
Russell Investments Group, Ltd. History Reduced 2,317 106 0.0% 0.0% 1402 -1,429 -38.15% Q1 2026 May 08, 2026
Rossby Financial, LCC History Added to 2,319 106 0.02% 0.02% 1403 +433 22.96% Q1 2026 May 11, 2026
Ares Financial Consulting, LLC History Added to 2,199 101 0.08% 0.09% 1404 +14 0.64% Q1 2026 Apr 02, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 2,192 100 0.01% 0.05% 1407 -11,530 -84.03% Q1 2026 Apr 27, 2026
Keating Financial Advisory Services, Inc. History Reduced 2,180 100 0.02% 0.07% 1408 -9,190 -80.83% Q1 2026 May 15, 2026
Bank of New Hampshire History Added to 2,180 100 0.02% 0.0% 1406 +1,780 445.0% Q1 2026 Apr 13, 2026
Y.D. More Investments Ltd History No change 2,196 100 0.0% 0.0% 1405 0 0.0% Q1 2026 May 04, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,164 99 0.0% 0.0% 1409 +1,164 116.4% Q1 2026 Apr 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,140 98 0.01% 0.01% 1410 0 0.0% Q1 2026 May 11, 2026
MGB Wealth Management, LLC History No change 2,304 98 0.03% 0.03% 1411 0 0.0% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History Added to 2,128 97 0.05% 0.04% 1412 +293 15.97% Q1 2026 May 13, 2026
SHP Wealth Management History Reduced 2,064 94 0.01% 0.01% 1413 -101 -4.67% Q1 2026 May 08, 2026
Stone House Investment Management, LLC History Added to 2,040 93 0.02% 0.01% 1414 +114 5.92% Q1 2026 Apr 22, 2026
City State Bank History Added to 2,010 92 0.02% 0.02% 1415 +20 1.01% Q1 2026 Apr 20, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 1,984 91 0.06% 0.02% 1416 +1,100 124.43% Q1 2026 May 15, 2026
Morse Asset Management, Inc History No change 2,000 91 0.02% 0.02% 1417 0 0.0% Q1 2026 May 14, 2026
Brentview Investment Management LLC History No change 2,000 91 0.04% 0.04% 1418 0 0.0% Q1 2026 May 13, 2026
COUNTRY TRUST BANK History Reduced 1,920 88 0.0% 0.0% 1419 -160 -7.69% Q1 2026 Apr 10, 2026
Physician Wealth Advisors, Inc. History No change 1,931 88 0.01% 0.01% 1420 0 0.0% Q1 2026 Apr 24, 2026
Security National Bank History No change 1,888 86 0.01% 0.01% 1421 0 0.0% Q1 2026 Apr 16, 2026
Armor Investment Advisors, LLC History No change 1,870 85 0.03% 0.03% 1422 0 0.0% Q1 2026 Apr 29, 2026
ALBION FINANCIAL GROUP /UT History Added to 1,834 84 0.01% 0.0% 1423 +1,158 171.3% Q1 2026 Apr 27, 2026
Covestor Ltd History Added to 1,800 83 0.06% 0.04% 1424 +84 4.9% Q1 2026 May 05, 2026
Riverview Trust Co History Reduced 1,800 82 0.1% 0.12% 1425 -600 -25.0% Q1 2026 May 01, 2026
Transce3nd, LLC History Reduced 1,785 81 0.72% 0.62% 1426 -3 -0.17% Q1 2026 May 07, 2026
Quarry LP History New 1,740 79 0.01% 1427 +1,740 New Q1 2026 May 15, 2026
Harbor Asset Planning, Inc. History Added to 1,717 78 0.07% 0.06% 1428 +12 0.7% Q1 2026 Apr 22, 2026
Triumph Capital Management History Reduced 1,698 77 0.02% 0.02% 1429 -150 -8.12% Q1 2026 May 13, 2026
Grove Bank & Trust History No change 1,600 73 0.01% 0.01% 1430 0 0.0% Q1 2026 Apr 08, 2026
Addison Advisors LLC History Added to 1,574 72 0.02% 0.01% 1433 +400 34.07% Q1 2026 May 08, 2026
Colonial Trust Advisors History Reduced 1,570 72 0.01% 0.01% 1431 -50 -3.09% Q1 2026 May 12, 2026
Founders Capital Management History No change 1,570 72 0.04% 0.03% 1432 0 0.0% Q1 2026 Apr 21, 2026
United Community Bank History Reduced 1,550 71 0.02% 0.03% 1434 -242 -13.5% Q1 2026 Apr 24, 2026
Global Trust Asset Management, LLC History Added to 1,460 66 0.03% 0.01% 1436 +1,060 265.0% Q1 2026 Apr 23, 2026
Front Row Advisors LLC History No change 1,448 66 0.02% 0.02% 1435 0 0.0% Q1 2026 May 19, 2026
Crewe Advisors LLC History Reduced 1,428 65 0.01% 0.01% 1437 -216 -13.14% Q1 2026 May 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 1,330 61 0.04% 0.03% 1438 +494 59.09% Q1 2026 Apr 27, 2026
N.E.W. Advisory Services LLC History Added to 1,312 60 0.0% 0.0% 1439 +775 144.32% Q1 2026 May 04, 2026
Richard Bernstein Advisors LLC History Reduced 1,281 58 0.0% 1.34% 1440 -1,063,845 -99.88% Q1 2026 Apr 22, 2026
Quest 10 Wealth Builders, Inc. History No change 1,250 57 0.05% 0.05% 1441 0 0.0% Q1 2026 May 06, 2026
Bogart Wealth, LLC History Added to 1,240 56 0.0% 0.0% 1442 +1,199 2924.39% Q1 2026 Apr 28, 2026
Byrne Asset Management LLC History Added to 1,224 56 0.03% 0.03% 1443 +20 1.66% Q1 2026 Apr 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,200 55 0.01% 0.01% 1444 0 0.0% Q1 2026 Apr 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,200 55 0.0% 0.0% 1445 0 0.0% Q1 2026 May 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,200 55 0.0% 0.0% 1446 0 0.0% Q1 2026 May 06, 2026
ADIRONDACK TRUST CO History Reduced 1,182 54 0.02% 0.02% 1447 -144 -10.86% Q1 2026 Apr 03, 2026
BALLAST ADVISORS LLC History Reduced 1,180 54 0.02% 0.01% 1448 -28 -2.32% Q1 2026 May 12, 2026
Hurley Capital, LLC History Added to 1,157 53 0.03% 0.03% 1450 +2 0.17% Q1 2026 May 06, 2026
TRUST CO OF VERMONT History No change 1,260 53 0.0% 0.0% 1449 0 0.0% Q4 2025 Jan 16, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 1,153 52 0.02% 0.57% 1452 -25,609 -95.69% Q1 2026 May 08, 2026
Pinnacle Bancorp, Inc. History Added to 1,150 52 0.02% 0.01% 1451 +350 43.75% Q1 2026 Apr 22, 2026
Winch Advisory Services, LLC History Added to 1,124 51 0.01% 0.01% 1453 +7 0.63% Q1 2026 Apr 30, 2026
Hoese & Co LLP History No change 1,120 51 0.04% 0.03% 1454 0 0.0% Q1 2026 Apr 22, 2026
Viewpoint Capital Management LLC History New 1,100 50 0.02% 1456 +1,100 New Q1 2026 Apr 17, 2026
Nemes Rush Group LLC History Added to 1,106 50 0.0% 0.0% 1455 +133 13.67% Q1 2026 Apr 21, 2026
HHM Wealth Advisors, LLC History Added to 1,086 49 0.01% 0.01% 1457 +10 0.93% Q1 2026 Apr 17, 2026
Rakuten Securities, Inc. History Added to 1,060 48 0.02% 0.0% 1460 +917 641.26% Q1 2026 May 01, 2026
DEUTSCHE BANK AG\ History Reduced 1,050 48 0.0% 0.0% 1458 -100 -8.7% Q1 2026 May 06, 2026
TSFG, LLC History Reduced 1,046 48 0.01% 0.01% 1459 -4 -0.38% Q1 2026 Apr 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,040 47 0.0% 0.0% 1461 0 0.0% Q1 2026 May 08, 2026
Hilton Head Capital Partners, LLC History No change 1,034 47 0.03% 0.03% 1462 0 0.0% Q1 2026 Apr 20, 2026
Cassaday & Co Wealth Management LLC History New 1,010 46 0.0% 1463 +1,010 New Q1 2026 May 07, 2026
Ramirez Asset Management, Inc. History New 1,000 45 0.01% 1465 +1,000 New Q1 2026 May 12, 2026
PlanVest Financial, Inc History New 1,000 45 0.03% 1466 +1,000 New Q1 2026 May 14, 2026
Avalon Trust Co History No change 1,000 45 0.0% 0.0% 1464 0 0.0% Q1 2026 May 06, 2026
SOA Wealth Advisors, LLC. History Added to 968 44 0.01% 0.0% 1467 +718 287.2% Q1 2026 May 20, 2026
Vision Retirement, LLC History Reduced 938 43 0.01% 0.01% 1470 -208 -18.15% Q1 2026 May 07, 2026
Investors Research Corp History Added to 955 43 0.01% 0.01% 1468 +155 19.38% Q1 2026 Apr 03, 2026
Millstone Evans Group, LLC History No change 958 43 0.03% 0.02% 1469 0 0.0% Q1 2026 Apr 30, 2026
VESTOR CAPITAL, LLC History No change 687 41 0.0% 0.0% 1471 0 0.0% Q4 2025 Feb 11, 2026
Purpose Unlimited Inc. History New 859 39 0.0% 1472 +859 New Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History Added to 842 38 0.02% 0.02% 1473 +98 13.17% Q1 2026 Apr 14, 2026
Midway Capital Research & Management History New 800 36 0.03% 1478 +800 New Q1 2026 Apr 13, 2026
United Financial Planning Group LLC History New 790 36 0.02% 1477 +790 New Q1 2026 May 08, 2026
EASTERN BANK History Reduced 800 36 0.0% 0.0% 1474 -450 -36.0% Q1 2026 Apr 07, 2026
Aventura Private Wealth, LLC History Added to 796 36 0.01% 0.01% 1476 +200 33.56% Q1 2026 May 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 790 36 0.01% 0.01% 1475 0 0.0% Q1 2026 Apr 22, 2026
Rice Partnership, LLC History Added to 770 35 0.0% 0.0% 1479 +370 92.5% Q1 2026 May 07, 2026
Osbon Capital Management LLC History Added to 762 34 0.03% 0.03% 1480 +6 0.79% Q1 2026 May 15, 2026
Missouri Trust & Investment Co History No change 744 34 0.01% 0.01% 1481 0 0.0% Q1 2026 May 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 728 33 0.01% 0.01% 1482 0 0.0% Q1 2026 Apr 06, 2026
Main Street Group, LTD History New 698 32 0.01% 1486 +698 New Q1 2026 May 06, 2026
Cornerstone Planning Group LLC History Added to 701 32 0.0% 0.0% 1483 +65 10.22% Q1 2026 May 06, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 716 32 0.03% 0.03% 1485 -6 -0.83% Q1 2026 Apr 22, 2026
AMERIFLEX GROUP, INC. History No change 700 32 0.02% 0.02% 1484 0 0.0% Q1 2026 May 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 676 31 0.02% 1488 +676 New Q1 2026 May 13, 2026
Clayton Financial Group LLC History Reduced 696 31 0.02% 0.02% 1487 -28 -3.87% Q1 2026 Apr 13, 2026
Sunrise Financial Services, LLC History Reduced 639 29 0.02% 0.06% 1491 -1,155 -64.38% Q1 2026 Apr 29, 2026
Root Financial Partners, LLC History Reduced 636 29 0.0% 0.0% 1490 -204 -24.29% Q1 2026 Apr 24, 2026
Cordgrass Capital Advisors, LLC History No change 640 29 0.01% 0.01% 1489 0 0.0% Q1 2026 May 07, 2026
Marshall & Sterling Wealth Advisors Inc. History New 614 28 0.02% 1494 +614 New Q1 2026 May 07, 2026
SJS Investment Consulting Inc. History No change 624 28 0.0% 0.0% 1492 0 0.0% Q1 2026 Apr 23, 2026
Paladin Advisory Group, LLC History No change 616 28 0.02% 0.02% 1493 0 0.0% Q1 2026 Apr 30, 2026
Holos Integrated Wealth LLC History Reduced 600 27 0.01% 0.04% 1498 -1,124 -65.2% Q1 2026 Apr 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 580 27 0.0% 0.0% 1496 +12 2.11% Q1 2026 May 01, 2026
Smithfield Trust Co History No change 600 27 0.0% 0.0% 1495 0 0.0% Q1 2026 May 08, 2026
Davis Capital Management History No change 602 27 0.02% 0.02% 1497 0 0.0% Q1 2026 Apr 16, 2026
Financial Management Professionals, Inc. History New 556 25 0.0% 1504 +556 New Q1 2026 Apr 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 565 25 0.01% 0.01% 1502 +3 0.53% Q1 2026 Apr 24, 2026
BROWN BROTHERS HARRIMAN & CO History No change 560 25 0.0% 0.0% 1499 0 0.0% Q1 2026 May 14, 2026
S&T BANK/PA History No change 550 25 0.01% 0.01% 1500 0 0.0% Q1 2026 May 13, 2026
Capital Investment Counsel, Inc History No change 552 25 0.0% 0.0% 1501 0 0.0% Q1 2026 Apr 21, 2026
New Millennium Group LLC History No change 599 25 0.01% 0.01% 1503 0 0.0% Q4 2025 Feb 06, 2026
Banque Cantonale Vaudoise History No change 517 24 0.0% 0.0% 1505 0 0.0% Q1 2026 Apr 20, 2026
American Capital Advisory, LLC History No change 540 24 0.01% 0.01% 1506 0 0.0% Q1 2026 Apr 29, 2026
MASECO LLP History No change 528 24 0.0% 0.0% 1507 0 0.0% Q1 2026 Apr 21, 2026
Clark Wealth Partners History No change 510 23 0.02% 0.01% 1508 0 0.0% Q1 2026 May 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 512 23 0.02% 0.02% 1509 0 0.0% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History New 500 22 0.0% 1512 +500 New Q1 2026 Apr 21, 2026
Allianz Asset Management GmbH History No change 480 22 0.0% 0.0% 1510 0 0.0% Q1 2026 May 11, 2026
one8zero8, LLC History No change 484 22 0.0% 0.0% 1511 0 0.0% Q1 2026 May 07, 2026
JNBA Financial Advisors History Reduced 464 21 0.0% 0.0% 1513 -251 -35.1% Q1 2026 Apr 22, 2026
FINANCIAL CONSULATE, INC History Added to 446 20 0.0% 0.0% 1515 +3 0.68% Q1 2026 Apr 21, 2026
VALLEY WEALTH MANAGERS, INC. History No change 452 20 0.0% 0.0% 1514 0 0.0% Q1 2026 May 06, 2026
Provenance Wealth Advisors, LLC History No change 444 20 0.0% 0.0% 1516 0 0.0% Q1 2026 Apr 20, 2026
Scarborough Advisors, LLC History Added to 431 19 0.0% 0.0% 1517 +3 0.7% Q1 2026 May 07, 2026
Costello Asset Management, INC History Added to 411 18 0.01% 0.0% 1518 +43 11.68% Q1 2026 Apr 30, 2026
MTM Investment Management, LLC History No change 400 18 0.01% 0.01% 1519 0 0.0% Q1 2026 May 06, 2026
SITTNER & NELSON, LLC History No change 400 18 0.01% 0.01% 1520 0 0.0% Q1 2026 May 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 410 18 0.0% 0.0% 1521 0 0.0% Q1 2026 May 01, 2026
III Capital Management History Reduced 380 17 0.0% 1.38% 1523 -219,420 -99.83% Q1 2026 May 15, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 381 17 0.0% 0.0% 1522 0 0.0% Q1 2026 Apr 28, 2026
Delos Wealth Advisors, LLC History Reduced 355 16 0.01% 0.02% 1527 -465 -56.71% Q1 2026 May 14, 2026
HOWE & RUSLING INC History Reduced 370 16 0.0% 0.0% 1524 -51 -12.11% Q1 2026 Apr 28, 2026
Strengthening Families & Communities, LLC History Added to 358 16 0.0% 0.01% 1528 +3 0.85% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History No change 370 16 0.0% 0.0% 1525 0 0.0% Q1 2026 May 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 360 16 0.01% 0.01% 1526 0 0.0% Q1 2026 May 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 360 16 0.0% 0.0% 1529 0 0.0% Q1 2026 May 06, 2026
Miller Capital Partners, Inc. History No change 350 16 0.01% 0.01% 1530 0 0.0% Q1 2026 May 14, 2026
TIAA Wealth Investment Management LLC History New 346 15 0.0% 1537 +346 New Q1 2026 May 12, 2026
DHJJ Financial Advisors, Ltd. History Added to 341 15 0.0% 0.0% 1534 +243 247.96% Q1 2026 Apr 09, 2026
VISION FINANCIAL MARKETS LLC History Added to 346 15 0.01% 0.01% 1532 +220 174.6% Q1 2026 Apr 24, 2026
WOLFF WIESE MAGANA LLC History Added to 343 15 0.01% 0.01% 1533 +43 14.33% Q1 2026 Apr 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 346 15 0.0% 0.0% 1531 0 0.0% Q1 2026 Apr 23, 2026
Glass Jacobson Investment Advisors llc History No change 338 15 0.01% 0.01% 1535 0 0.0% Q1 2026 Apr 23, 2026
Ankerstar Wealth, LLC History No change 330 15 0.02% 0.01% 1536 0 0.0% Q1 2026 May 13, 2026
Global Wealth Strategies & Associates History Reduced 308 14 0.0% 0.0% 1541 -146 -32.16% Q1 2026 Apr 03, 2026
Archer Investment Corp History Reduced 312 14 0.0% 0.0% 1539 -4 -1.27% Q1 2026 May 04, 2026
Hanson & Doremus Investment Management History No change 300 14 0.0% 0.0% 1538 0 0.0% Q1 2026 Apr 17, 2026
Rosenberg Matthew Hamilton History No change 326 14 0.0% 0.0% 1540 0 0.0% Q1 2026 Apr 06, 2026
Imprint Wealth LLC History No change 308 14 0.06% 0.06% 1542 0 0.0% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 284 13 0.0% 1544 +284 New Q1 2026 May 08, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 300 13 0.01% 0.01% 1543 0 0.0% Q1 2026 May 12, 2026
Greykasell Wealth Strategies, Inc. History Added to 263 12 0.0% 0.0% 1549 +26 10.97% Q1 2026 May 07, 2026
POM Investment Strategies, LLC History Added to 268 12 0.01% 0.01% 1547 +2 0.75% Q1 2026 May 11, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 260 12 0.0% 0.0% 1545 0 0.0% Q1 2026 May 15, 2026
Capitol Family Office, Inc. History No change 289 12 0.01% 0.01% 1546 0 0.0% Q1 2026 Apr 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 280 12 0.01% 0.01% 1548 0 0.0% Q1 2026 May 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 260 11 0.0% 1557 +260 New Q1 2026 Apr 28, 2026
Burk Holdings LLC History New 250 11 0.0% 1558 +250 New Q1 2026 May 07, 2026
SYM FINANCIAL Corp History Reduced 248 11 0.0% 0.0% 1550 -28 -10.14% Q1 2026 May 08, 2026
Orion Capital Management LLC History Added to 252 11 0.0% 0.0% 1554 +2 0.8% Q1 2026 May 14, 2026
TOMPKINS FINANCIAL CORP History No change 246 11 0.0% 0.0% 1551 0 0.0% Q1 2026 Apr 09, 2026
Avion Wealth History No change 252 11 0.0% 0.0% 1552 0 0.0% Q1 2026 May 01, 2026
HOEY INVESTMENTS, INC History No change 250 11 0.0% 0.0% 1553 0 0.0% Q1 2026 Apr 28, 2026
Chung Wu Investment Group, LLC History No change 260 11 0.01% 0.01% 1555 0 0.0% Q1 2026 May 12, 2026
Walsh & Associates, LLC History No change 252 11 0.01% 0.01% 1556 0 0.0% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Reduced 222 10 0.0% 0.01% 1560 -1,438 -86.63% Q1 2026 Apr 06, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 228 10 0.0% 0.0% 1559 +134 142.55% Q1 2026 Apr 15, 2026
Roxbury Financial LLC History Added to 224 10 0.01% 0.01% 1561 +1 0.45% Q1 2026 Apr 17, 2026
Qube Research & Technologies Ltd History Reduced 200 9 0.0% 0.0% 1565 -105,904 -99.81% Q1 2026 May 15, 2026
Vanguard National Trust Co History New 212 9 0.0% 1572 +212 New Q1 2026 May 08, 2026
CVA Family Office, LLC History New 205 9 0.0% 1571 +205 New Q1 2026 Apr 29, 2026
GILL CAPITAL PARTNERS, LLC History New 200 9 0.0% 1570 +200 New Q1 2026 Apr 13, 2026
Hilltop National Bank History New 200 9 0.0% 1573 +200 New Q1 2026 Apr 02, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 208 9 0.0% 0.0% 1562 0 0.0% Q1 2026 May 11, 2026
C M BIDWELL & ASSOCIATES LTD History No change 202 9 0.0% 0.0% 1563 0 0.0% Q1 2026 May 14, 2026
MOTCO History No change 200 9 0.0% 0.0% 1564 0 0.0% Q1 2026 Apr 22, 2026
Legacy Wealth Managment, LLC/ID History No change 210 9 0.0% 0.0% 1566 0 0.0% Q1 2026 May 07, 2026
Meramec Financial Planners, LLC History No change 200 9 0.0% 0.0% 1567 0 0.0% Q1 2026 Apr 27, 2026
CDKV HOLDINGS LLC History No change 210 9 0.01% 0.01% 1568 0 0.0% Q1 2026 May 01, 2026
Pioneer Family Office, LLC History No change 206 9 0.01% 0.01% 1569 0 0.0% Q1 2026 May 13, 2026
Mountain Hill Investment Partners Corp. History Reduced 177 8 0.0% 4.13% 1575 -134,979 -99.87% Q1 2026 May 01, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 181 8 0.01% 1576 +181 New Q1 2026 Apr 16, 2026
BARRETT & COMPANY, INC. History No change 190 8 0.0% 0.0% 1574 0 0.0% Q1 2026 May 04, 2026
Washington Trust Advisors, Inc. History Reduced 171 7 0.0% 0.0% 1578 -165 -49.11% Q1 2026 Apr 06, 2026
Merkkuri Wealth Advisors LLC History New 161 7 0.0% 1580 +161 New Q1 2026 Apr 21, 2026
Eukles Asset Management History Added to 170 7 0.0% 0.0% 1577 +16 10.39% Q1 2026 May 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 170 7 0.0% 0.0% 1579 0 0.0% Q1 2026 May 06, 2026
Tidemark, LLC History New 136 6 0.0% 1585 +136 New Q1 2026 May 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 93 6 0.0% 1584 +93 New Q1 2026 Apr 13, 2026
PFS Partners, LLC History Added to 134 6 0.0% 0.0% 1582 +1 0.75% Q1 2026 Apr 09, 2026
Cedar Mountain Advisors, LLC History No change 138 6 0.0% 0.0% 1581 0 0.0% Q1 2026 Apr 30, 2026
Financial Perspectives, Inc History No change 142 6 0.0% 0.0% 1583 0 0.0% Q1 2026 May 11, 2026
Capital Advisor Network LLC History New 110 5 0.01% 1586 +110 New Q1 2026 May 13, 2026
WEST PACES ADVISORS INC. History New 90 4 0.0% 1590 +90 New Q1 2026 May 05, 2026
IMG Wealth Management, Inc. History Added to 101 4 0.0% 0.0% 1589 +1 1.0% Q1 2026 May 15, 2026
WEBSTER BANK, N. A. History No change 100 4 0.0% 0.0% 1587 0 0.0% Q1 2026 Apr 17, 2026
McIlrath & Eck, LLC History No change 108 4 0.0% 0.0% 1588 0 0.0% Q1 2026 May 19, 2026
CURIO WEALTH, LLC History Reduced 68 3 0.0% 0.0% 1598 -128 -65.31% Q1 2026 May 11, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 85 3 0.0% 0.0% 1591 +45 112.5% Q1 2026 May 05, 2026
DUNCKER STREETT & CO INC History Added to 75 3 0.0% 0.0% 1592 +19 33.93% Q1 2026 Apr 29, 2026
Asset Dedication, LLC History No change 84 3 0.0% 0.0% 1593 0 0.0% Q4 2025 Jan 26, 2026
First Command Advisory Services, Inc. History No change 74 3 0.0% 0.0% 1594 0 0.0% Q1 2026 May 07, 2026
CNB Bank History No change 76 3 0.0% 0.0% 1595 0 0.0% Q1 2026 May 06, 2026
JDM Financial Group LLC History No change 66 3 0.0% 0.0% 1596 0 0.0% Q1 2026 May 20, 2026
Olistico Wealth, LLC History No change 80 3 0.0% 0.0% 1597 0 0.0% Q1 2026 Apr 08, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 56 2 0.0% 0.0% 1603 -76 -57.58% Q1 2026 May 14, 2026
Darwin Wealth Management, LLC History Added to 65 2 0.0% 1600 +64 6400.0% Q1 2026 May 01, 2026
Signature Resources Capital Management, LLC History New 46 2 0.0% 1604 +46 New Q1 2026 May 01, 2026
Litman Gregory Wealth Management LLC History No change 50 2 0.0% 0.0% 1599 0 0.0% Q4 2025 Feb 12, 2026
Elevated Capital Advisors, LLC History No change 62 2 0.0% 0.0% 1601 0 0.0% Q1 2026 Apr 30, 2026
Financial Freedom, LLC History No change 56 2 0.0% 0.0% 1602 0 0.0% Q1 2026 Apr 30, 2026
Cypress Capital Management LLC (WY) History Reduced 38 1 0.0% 0.12% 1607 -2,898 -98.71% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 34 1 0.0% 0.0% 1605 -2,352 -98.58% Q1 2026 May 15, 2026
West Branch Capital LLC History New 37 1 0.0% 1613 +37 New Q1 2026 Apr 14, 2026
Caitlin John, LLC History Reduced 23 1 0.0% 0.0% 1612 -8 -25.81% Q1 2026 May 13, 2026
Family Manage LLC History No change 32 1 0.0% 0.0% 1606 0 0.0% Q1 2026 May 15, 2026
Roble, Belko & Company, Inc History No change 24 1 0.0% 0.0% 1608 0 0.0% Q1 2026 Apr 16, 2026
Princeton Global Asset Management LLC History No change 24 1 0.0% 0.0% 1609 0 0.0% Q1 2026 Apr 22, 2026
Mechanics Financial Corp History No change 28 1 0.0% 0.0% 1610 0 0.0% Q1 2026 May 06, 2026
DecisionPoint Financial, LLC History No change 36 1 0.0% 0.0% 1611 0 0.0% Q1 2026 May 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.37% -6,908,449 -100.0% Q1 2026 May 15, 2026
Rokos Capital Management LLP History Closed out 0 0 0.17% -1,000,000 -100.0% Q1 2026 May 15, 2026
Georgetown University History Closed out 0 0 16.28% -958,251 -100.0% Q1 2026 May 11, 2026
Massar Capital Management, LP History Closed out 0 0 1.32% -288,468 -100.0% Q1 2026 May 15, 2026
Royal Fund Management, LLC History Closed out 0 0 1.05% -271,564 -100.0% Q1 2026 May 19, 2026
Atom Investors LP History Closed out 0 0 0.9% -266,557 -100.0% Q1 2026 May 15, 2026
1832 Asset Management L.P. History Closed out 0 0 0.01% -221,244 -100.0% Q1 2026 May 14, 2026
SONA ASSET MANAGEMENT (US) LLC History Closed out 0 0 0.21% -221,000 -100.0% Q1 2026 May 15, 2026
Bedell Frazier Investment Counselling, LLC History Closed out 0 0 1.61% -195,751 -100.0% Q1 2026 May 15, 2026
Strategic Equity Management History Closed out 0 0 2.71% -187,431 -100.0% Q1 2026 Apr 21, 2026
IFG Advisory, LLC History Closed out 0 0 0.32% -170,423 -100.0% Q1 2026 May 12, 2026
Sharp Wealth Advisory, LLC History Closed out 0 0 3.35% -156,021 -100.0% Q1 2026 Apr 27, 2026
Guardian Partners Inc. History Closed out 0 0 0.41% -119,400 -100.0% Q1 2026 May 15, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 1.29% -117,359 -100.0% Q1 2026 Apr 08, 2026
Monument Capital Management History Closed out 0 0 1.22% -114,825 -100.0% Q1 2026 Apr 15, 2026
MONEYWISE, INC. History Closed out 0 0 1.91% -107,399 -100.0% Q1 2026 Apr 27, 2026
Beck Bode, LLC History Closed out 0 0 0.7% -98,608 -100.0% Q1 2026 May 07, 2026
Fiera Capital Corp History Closed out 0 0 0.01% -88,225 -100.0% Q1 2026 May 12, 2026
SBI Okasan Asset Management Co.Ltd. History Closed out 0 0 0.21% -88,120 -100.0% Q1 2026 Apr 27, 2026
ADG Wealth Management Group, LLC History Closed out 0 0 2.81% -86,745 -100.0% Q1 2026 Apr 21, 2026
Regal Partners Ltd History Closed out 0 0 0.19% -77,698 -100.0% Q1 2026 May 15, 2026
AGAVE CAPITAL MANAGEMENT Ltd History Closed out 0 0 0.47% -65,230 -100.0% Q1 2026 May 13, 2026
Cinctive Capital Management LP History Closed out 0 0 0.14% -60,594 -100.0% Q1 2026 May 15, 2026
Mezzasalma Advisors, LLC History Closed out 0 0 0.61% -58,697 -100.0% Q1 2026 Apr 17, 2026
Northstar Advisory Group, LLC History Closed out 0 0 0.88% -58,127 -100.0% Q1 2026 Apr 08, 2026
Glenview Trust Co History Closed out 0 0 0.03% -52,526 -100.0% Q1 2026 May 08, 2026
Trivium Point Advisory, LLC History Closed out 0 0 0.2% -46,973 -100.0% Q1 2026 Apr 21, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.58% -45,244 -100.0% Q1 2026 Apr 15, 2026
SYKON CAPITAL LLC History Closed out 0 0 0.48% -35,413 -100.0% Q1 2026 Apr 22, 2026
17 CAPITAL PARTNERS, LLC History Closed out 0 0 0.68% -30,970 -100.0% Q1 2026 May 13, 2026
CSS LLC/IL History Closed out 0 0 0.06% -30,200 -100.0% Q1 2026 May 15, 2026
K2 PRINCIPAL FUND, L.P. History Closed out 0 0 0.1% -30,000 -100.0% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -28,388 -100.0% Q1 2026 May 14, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.04% -26,876 -100.0% Q1 2026 May 01, 2026
Tradewinds, LLC. History Closed out 0 0 0.27% -26,660 -100.0% Q1 2026 May 04, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 0.07% -25,082 -100.0% Q1 2026 May 12, 2026
Howard Capital Management Inc. History Closed out 0 0 0.01% -24,828 -100.0% Q1 2026 May 05, 2026
Whalen Wealth Management Inc. History Closed out 0 0 0.51% -22,212 -100.0% Q1 2026 Apr 13, 2026
Cullen Capital Management, LLC History Closed out 0 0 0.01% -21,872 -100.0% Q1 2026 May 15, 2026
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 0.73% -17,835 -100.0% Q1 2026 Apr 08, 2026
Integrity Advisory Solutions, LLC History Closed out 0 0 0.09% -14,928 -100.0% Q1 2026 May 11, 2026
Value Investment Professionals, LLC History Closed out 0 0 0.64% -14,210 -100.0% Q1 2026 Apr 27, 2026
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 0.02% -13,967 -100.0% Q1 2026 May 15, 2026
Quantum Portfolio Management LLC History Closed out 0 0 0.26% -13,643 -100.0% Q1 2026 May 01, 2026
IMC-Chicago, LLC History Closed out 0 0 0.0% -13,489 -100.0% Q1 2026 May 05, 2026
Lake Hills Wealth Management, LLC History Closed out 0 0 0.25% -11,435 -100.0% Q1 2026 Apr 10, 2026
Headlands Technologies LLC History Closed out 0 0 0.04% -11,095 -100.0% Q1 2026 May 13, 2026
Index Technologies Group LLC History Closed out 0 0 0.44% -9,983 -100.0% Q1 2026 Apr 29, 2026
SMART Wealth LLC History Closed out 0 0 0.12% -9,417 -100.0% Q1 2026 Apr 23, 2026
Guardian Asset Advisors, LLC History Closed out 0 0 0.2% -8,947 -100.0% Q1 2026 May 14, 2026
GK Wealth Management LLC History Closed out 0 0 0.24% -8,664 -100.0% Q1 2026 Apr 07, 2026
Peak Retirement Planning, Inc. History Closed out 0 0 0.08% -8,309 -100.0% Q1 2026 May 11, 2026
Elm Partners Management LLC History Closed out 0 0 0.02% -7,932 -100.0% Q1 2026 May 13, 2026
UNIVEST FINANCIAL Corp History Closed out 0 0 0.02% -7,830 -100.0% Q1 2026 May 01, 2026
FPC INVESTMENT ADVISORY, INC. History Closed out 0 0 0.18% -7,726 -100.0% Q1 2026 May 01, 2026
Invst, LLC History Closed out 0 0 0.03% -7,353 -100.0% Q1 2026 May 13, 2026
Goldstone Financial Group, LLC History Closed out 0 0 0.03% -7,230 -100.0% Q1 2026 Apr 24, 2026
Texas Capital Bank Wealth Management Services Inc History Closed out 0 0 0.02% -7,224 -100.0% Q1 2026 May 11, 2026
EHRLICH FINANCIAL GROUP History Closed out 0 0 0.17% -7,093 -100.0% Q1 2026 Apr 08, 2026
National Philanthropic Trust History Closed out 0 0 0.0% -6,715 -100.0% Q1 2026 May 15, 2026
Redwood Investment Management, LLC History Closed out 0 0 0.03% -6,589 -100.0% Q1 2026 May 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 0.02% -6,000 -100.0% Q1 2026 May 13, 2026
Glaxis Capital Management, LLC History Closed out 0 0 0.44% -6,000 -100.0% Q1 2026 May 11, 2026
Arcus Capital Partners, LLC History Closed out 0 0 0.09% -6,000 -100.0% Q1 2026 May 06, 2026
Lifeworks Advisors, LLC History Closed out 0 0 0.03% -5,884 -100.0% Q1 2026 May 04, 2026
ProCore Advisors, LLC History Closed out 0 0 0.25% -5,660 -100.0% Q1 2026 Apr 23, 2026
KLINGENSTEIN FIELDS & CO LP History Closed out 0 0 0.01% -5,502 -100.0% Q1 2026 May 12, 2026
BCS Wealth Management History Closed out 0 0 0.02% -5,492 -100.0% Q1 2026 Apr 17, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.06% -5,364 -100.0% Q1 2026 Apr 28, 2026
Gruss & Co., LLC History Closed out 0 0 0.47% -5,000 -100.0% Q1 2026 May 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Closed out 0 0 0.02% -4,984 -100.0% Q1 2026 Apr 20, 2026
Buska Wealth Management, LLC History Closed out 0 0 0.08% -4,797 -100.0% Q1 2026 Apr 13, 2026
Milestones Private Investment Advisors LLC History Closed out 0 0 0.14% -4,768 -100.0% Q1 2026 May 04, 2026
Colonial River Investments, LLC History Closed out 0 0 0.07% -4,693 -100.0% Q1 2026 Apr 27, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.03% -2,207 -100.0% Q1 2026 May 06, 2026
REAP Financial Group, LLC History Closed out 0 0 0.02% -2,015 -100.0% Q1 2026 May 11, 2026
Intesa Sanpaolo Wealth Management History Closed out 0 0 0.02% -1,987 -100.0% Q1 2026 May 15, 2026
Cresta Advisors, Ltd. History Closed out 0 0 0.03% -1,506 -100.0% Q1 2026 Apr 27, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.02% -1,456 -100.0% Q1 2026 May 15, 2026
Estate Planners Group, LLC History Closed out 0 0 0.02% -1,339 -100.0% Q1 2026 May 11, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 Apr 30, 2026
Friedenthal Financial History Closed out 0 0 0.02% -958 -100.0% Q1 2026 Apr 20, 2026
EQ WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -852 -100.0% Q1 2026 May 01, 2026
Bell Investment Advisors, Inc History Closed out 0 0 0.0% -732 -100.0% Q1 2026 Apr 17, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.01% -726 -100.0% Q1 2026 May 04, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.03% -660 -100.0% Q1 2026 Apr 16, 2026
Piscataqua Savings Bank History Closed out 0 0 0.02% -600 -100.0% Q1 2026 Apr 10, 2026
Compass Financial Services Inc History Closed out 0 0 0.01% -592 -100.0% Q1 2026 May 01, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 0.01% -584 -100.0% Q1 2026 May 08, 2026
Safe Harbor Fiduciary, LLC History Closed out 0 0 0.02% -490 -100.0% Q1 2026 May 15, 2026
CAMBIENT FAMILY OFFICE, LLC History Closed out 0 0 0.0% -414 -100.0% Q1 2026 Apr 21, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -308 -100.0% Q1 2026 May 01, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Closed out 0 0 0.0% -274 -100.0% Q1 2026 Apr 16, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -270 -100.0% Q1 2026 Apr 15, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 0.01% -264 -100.0% Q1 2026 Apr 16, 2026
WealthCollab, LLC History Closed out 0 0 0.0% -224 -100.0% Q1 2026 May 13, 2026
Camelot Portfolios, LLC History Closed out 0 0 0.01% -220 -100.0% Q1 2026 May 08, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.0% -203 -100.0% Q1 2026 May 15, 2026
Tradewinds Capital Management, LLC History Closed out 0 0 0.0% -130 -100.0% Q1 2026 Apr 14, 2026
Park Square Financial Group, LLC History Closed out 0 0 0.05% -126 -100.0% Q1 2026 May 13, 2026
Marathon Trading Investment Management LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 14, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -92 -100.0% Q1 2026 May 07, 2026
Modus Advisors, LLC History Closed out 0 0 0.0% -62 -100.0% Q1 2026 May 04, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 13, 2026
Arlington Trust Co LLC History Closed out 0 0 0.0% -40 -100.0% Q1 2026 Apr 08, 2026
OBSIDIAN CIO, LLC History Closed out 0 0 -20 -100.0% Q1 2026 May 11, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 -20 -100.0% Q1 2026 May 15, 2026
VANGUARD ADVISERS INC History New 6 0 +6 New Q1 2026 May 08, 2026
CAPITAL & PLANNING, LLC History New 2 0 +2 New Q1 2026 May 15, 2026
Westend Capital Management, LLC History No change 10 0 0 0.0% Q1 2026 Apr 14, 2026
Centerpoint Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 07, 2026
Raleigh Capital Management Inc. History No change 1 0 0 0.0% Q1 2026 Apr 28, 2026
Breakwater Investment Management History No change 16 0 0 0.0% Q1 2026 May 14, 2026