| 7/2/2026 | Versant Capital Management Inc | 587,841 | $52.44M | 4.7% | +0.5% | 0.308% | |
| 7/2/2026 | Collective Family Office LLC | 25,622 | $2.29M | 0.5% | -0.7% | 0.013% | |
| 6/11/2026 | E Wealth Partners LLC | 78,344 | $6.65M | 5.4% | +6.9% | 0.045% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 176,660 | $14.99M | 0.9% | +0.9% | 0.101% | |
| 6/3/2026 | Parallel Advisors LLC | 925,232 | $78.50M | 1.4% | +22.2% | 0.527% | |
| 6/3/2026 | NewEdge Advisors LLC | 211,225 | $17.92M | 0.1% | +22.5% | 0.120% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 8,300 | $704K | 0.3% | N/A | 0.005% | |
| 5/29/2026 | Asset Dedication LLC | 4,869 | $413K | 0.0% | -3.5% | 0.003% | |
| 5/28/2026 | Cozad Asset Management Inc. | 37,254 | $3.16M | 0.2% | +35.7% | 0.021% | |
| 5/26/2026 | Glenmede Trust Co. NA | 3,321 | $282K | 0.0% | N/A | 0.002% | |
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| 5/22/2026 | Segall Bryant & Hamill LLC | 18,230 | $1.58M | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 497 | $42K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Ariadne Wealth Management LP | 73,041 | $6.20M | 2.8% | +0.3% | 0.042% | |
| 5/19/2026 | Bank of America Corp DE | 4,003,424 | $339.65M | 0.0% | +32.4% | 2.280% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 277,376 | $23.53M | 0.7% | +49.0% | 0.158% | |
| 5/18/2026 | Empire Financial Management Company LLC | 7,951 | $675K | 0.2% | +4.9% | 0.005% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 118,750 | $10.08M | 2.4% | N/A | 0.068% | |
| 5/18/2026 | Royal Bank of Canada | 344,035 | $29.19M | 0.0% | +77.5% | 0.196% | |
| 5/16/2026 | Quantinno Capital Management LP | 110,901 | $9.41M | 0.0% | +3.3% | 0.063% | |
| 5/16/2026 | Copley Financial Group Inc. | 3,847 | $326K | 0.2% | -4.5% | 0.002% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 322,155 | $27.33M | 2.2% | -0.7% | 0.183% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 210,314 | $17.84M | 0.7% | +118.2% | 0.120% | |
| 5/15/2026 | Vawter Financial Ltd. | 11,264 | $956K | 0.4% | +159.2% | 0.006% | |
| 5/15/2026 | Waverly Advisors LLC | 864,479 | $73.34M | 0.5% | +33.9% | 0.492% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 551,646 | $50.40M | 3.1% | +7.8% | 0.314% | |
| 5/14/2026 | Renaissance Technologies LLC | 25,900 | $2.20M | 0.0% | N/A | 0.015% | |
| 5/14/2026 | Hilltop Holdings Inc. | 9,790 | $831K | 0.1% | N/A | 0.006% | |
| 5/14/2026 | JRM Investment Counsel LLC | 256,291 | $21.74M | 5.8% | +7.8% | 0.146% | |
| 5/14/2026 | Modern Wealth Management LLC | 809,026 | $69.70M | 1.2% | +28.9% | 0.461% | |
| 5/14/2026 | B&D White Capital Company LLC | 307,612 | $26.10M | 3.2% | +10.4% | 0.175% | |
| 5/13/2026 | Cetera Investment Advisers | 13,411 | $1.14M | 0.0% | +7.8% | 0.008% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 21,590 | $1.83M | 0.1% | -4.3% | 0.012% | |
| 5/13/2026 | Signature Equity Partners LLC | 2,101 | $178K | 0.1% | +22.4% | 0.001% | |
| 5/13/2026 | First Trust Advisors LP | 10,509 | $892K | 0.0% | -4.9% | 0.006% | |
| 5/12/2026 | Phillip James Consulting Co. | 25,135 | $2.13M | 1.6% | N/A | 0.014% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,096,165 | $262.68M | 0.2% | +5.8% | 1.763% | |
| 5/8/2026 | HORAN Wealth LLC | 289,574 | $24.53M | 2.3% | +2.7% | 0.165% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 267,924 | $22.73M | 7.8% | +1.0% | 0.153% | |
| 5/8/2026 | Glenview Trust Co | 53,612 | $4.55M | 0.1% | +87.4% | 0.031% | |
| 5/8/2026 | Johnson Financial Group Inc. | 742 | $63K | 0.0% | +2,373.3% | 0.000% | |
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| 5/8/2026 | JSF Financial LLC | 671,730 | $56.99M | 11.2% | +80.8% | 0.383% | |
| 5/8/2026 | ESL Trust Services LLC | 748,102 | $63.47M | 12.1% | +0.4% | 0.426% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 47,592 | $4.04M | 1.9% | +4.6% | 0.027% | |
| 5/7/2026 | Parallel Advisors LLC | 925,232 | $78.50M | 1.4% | +22.2% | 0.527% | |
| 5/7/2026 | Eaton Cambridge Inc. | 19,297 | $1.64M | 0.5% | +5.5% | 0.011% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 262,664 | $22.28M | 6.2% | +20.5% | 0.150% | |
| 5/7/2026 | True North Advisors LLC | 69,882 | $5.93M | 0.7% | +1,279.4% | 0.040% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 14,360 | $1.22M | 0.1% | N/A | 0.008% | |
| 5/6/2026 | Modera Wealth Management LLC | 377,620 | $32.04M | 0.4% | -2.2% | 0.215% | |
| 5/6/2026 | Advisortrust Partners LLC | 1,707 | $145K | 0.1% | N/A | 0.001% | |
| 5/6/2026 | Prospect Financial Group LLC | 39,002 | $3.31M | 3.1% | +6.2% | 0.022% | |
| 5/6/2026 | Bauman Advisory Group LLC | 106,165 | $9.01M | 6.3% | N/A | 0.060% | |
| 5/6/2026 | Independent Financial Group LLC | 5,315 | $451K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Ferguson Johnson Wealth Management Inc | 73,274 | $6.22M | 5.0% | +1.0% | 0.042% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 90,574 | $7.68M | 5.6% | -2.5% | 0.052% | |
| 5/5/2026 | D.A. Davidson & CO. | 34,193 | $2.90M | 0.0% | -9.4% | 0.019% | |
| 5/5/2026 | Bank of New York Mellon Corp | 805,700 | $68.36M | 0.0% | +50.7% | 0.459% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 141,509 | $12.01M | 2.9% | +13.6% | 0.081% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 2,792 | $237K | 0.1% | -29.3% | 0.002% | |
| 5/5/2026 | SouthState Bank Corp | 28,441 | $2.41M | 0.1% | +1.7% | 0.016% | |
| 5/5/2026 | Nwam LLC | 28,317 | $2.40M | 0.1% | +2.4% | 0.016% | |
| 5/4/2026 | Lutz Financial Services LLC | 147,685 | $12.53M | 0.8% | -4.3% | 0.084% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 41,927 | $3.56M | 1.4% | +31.8% | 0.024% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 87,598 | $7.82M | 0.2% | +0.5% | 0.050% | |
| 5/4/2026 | Team Financial Group LLC | 293 | $25K | 0.0% | +184.5% | 0.000% | |
| 5/4/2026 | Uptick Partners LLC | 26,807 | $2.27M | 0.5% | +39.2% | 0.015% | |
| 5/2/2026 | Pacific Life Fund Advisors LLC | 421,739 | $35.78M | 4.1% | -7.7% | 0.240% | |
| 5/2/2026 | CAP Partners LLC | 29,838 | $2.53M | 1.4% | +3.1% | 0.017% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 125,335 | $10.63M | 1.9% | +7.9% | 0.071% | |
| 5/2/2026 | Diversify Wealth Management LLC | 30,122 | $2.64M | 0.0% | +1,152.5% | 0.017% | |
| 5/1/2026 | Castle Wealth Management LLC | 106,222 | $9.01M | 2.9% | +1.0% | 0.060% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 3,388 | $287K | 0.0% | +10.6% | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 1,086,719 | $92.20M | 0.2% | +38.1% | 0.619% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 178,902 | $15.18M | 7.2% | +16.0% | 0.102% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 4,253 | $361K | 0.0% | +21.3% | 0.002% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 341,186 | $28.95M | 9.1% | -0.1% | 0.194% | |
| 5/1/2026 | Simplicity Wealth LLC | 647,822 | $54.96M | 3.1% | +5.2% | 0.373% | |
| 5/1/2026 | Independence Bank of Kentucky | 181,691 | $15.42M | 2.0% | +50.7% | 0.105% | |
| 5/1/2026 | Paladin Advisory Group LLC | 2,393 | $203K | 0.2% | +17.0% | 0.001% | |
| 4/30/2026 | Torren Management LLC | 255,555 | $21.68M | 10.8% | -27.4% | 0.147% | |
| 4/30/2026 | Accredited Investors Inc. | 16,083 | $1.36M | 0.1% | +309.4% | 0.009% | |
| 4/30/2026 | Waterfront Wealth Inc. | 70,636 | $5.99M | 1.1% | +16.2% | 0.041% | |
| 4/30/2026 | Mason & Associates Inc | 271,188 | $22.30M | 4.3% | +3.2% | 0.156% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 43,531 | $3.69M | 1.5% | -24.8% | 0.025% | |
| 4/30/2026 | ATX Financial Planning LLC | 14,655 | $1.24M | 0.9% | N/A | 0.008% | |
| 4/30/2026 | Pearl Planning LLC | 231,116 | $19.61M | 10.5% | +11.3% | 0.133% | |
| 4/30/2026 | Kestra Advisory Services LLC | 595,083 | $50.49M | 0.2% | +18.3% | 0.343% | |
| 4/30/2026 | Summit Portfolio Management LTD. | 118,445 | $10.05M | 6.5% | N/A | 0.068% | |
| 4/30/2026 | Integrity Investment Advisors LLC | 81,429 | $6.91M | 3.7% | +33.8% | 0.047% | |
| 4/30/2026 | Austin Asset Management Co Inc | 36,715 | $3.12M | 0.5% | -6.8% | 0.021% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 4/30/2026 | Frankly Finances LLC | 9,500 | $806K | 0.7% | +10.5% | 0.005% | |
| 4/29/2026 | Rockwood Wealth Management LLC | 3,008,115 | $255.21M | 18.3% | +2.5% | 1.732% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 58,711 | $4.98M | 0.5% | -9.8% | 0.034% | |
| 4/29/2026 | Advance Capital Management Inc. | 1,732,496 | $146.99M | 5.6% | +1,709.5% | 0.997% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 25,462 | $2.16M | 2.6% | -45.5% | 0.015% | |
| 4/29/2026 | Sage Rhino Capital LLC | 111,146 | $9.43M | 1.8% | +1.1% | 0.064% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 177,667 | $15.07M | 2.6% | +15.1% | 0.102% | |
| 4/28/2026 | Bogart Wealth LLC | 6,499 | $551K | 0.0% | +33.8% | 0.004% | |
| 4/28/2026 | Stephens Inc. AR | 187,536 | $15.91M | 0.2% | N/A | 0.108% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 160,525 | $13.62M | 0.7% | -3.7% | 0.093% | |