Global X Funds - AIQ

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PNC FINANCIAL SERVICES GROUP, INC. History Added to 23,314,197 1,185,760 0.65% 0.36% 1 +11,329,519 94.53% Q4 2025 Feb 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,240,619 419,117 0.03% 0.03% 2 +760,904 10.17% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,818,444 245,066 0.01% 0.01% 3 +505,720 11.73% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,803,148 244,288 0.07% 0.06% 4 +759,751 18.79% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 3,972,907 202,062 0.03% 0.03% 5 +85,850 2.21% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,595,066 81,125 0.05% 0.04% 6 +503,475 46.12% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,531,632 77,898 0.0% 0.0% 7 +39,357 2.64% Q4 2025 Feb 11, 2026
Hancock Prospecting Pty Ltd History No change 1,494,534 76,011 2.34% 2.4% 8 0 0.0% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,479,284 75,236 0.08% 0.07% 9 +183,590 14.17% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,264,559 64,315 0.01% 0.01% 10 +179,690 16.56% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,192,931 60,673 0.01% 11 +1,192,931 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,064,653 54,148 0.02% 0.01% 12 +156,495 17.23% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 736,031 38,752 0.05% 0.06% 13 -38,270 -4.94% Q4 2025 Jan 08, 2026
BANQUE PICTET & CIE SA History Added to 755,264 38,412 0.23% 0.19% 14 +93,400 14.11% Q4 2025 Jan 16, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 651,042 33,111 2.12% 2.1% 15 +7,486 1.16% Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 623,472 31,709 0.04% 0.04% 16 +3,575 0.58% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 557,512 28,355 0.12% 0.11% 17 +87,973 18.74% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 552,103 28,080 0.05% 0.05% 18 +22,241 4.2% Q4 2025 Mar 16, 2026
OSAIC HOLDINGS, INC. History Reduced 532,016 27,059 0.04% 0.04% 19 -7,888 -1.46% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 466,508 23,726 0.01% 0.01% 20 +89,156 23.63% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 465,237 23,682 0.35% 0.34% 21 +18,177 4.07% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 459,860 23,388 0.06% 0.05% 22 +63,772 16.1% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 448,587 22,815 0.05% 0.04% 23 +42,499 10.47% Q4 2025 Jan 23, 2026
Daiwa Securities Group Inc. History Reduced 383,079 19,483 0.06% 0.07% 24 -50,000 -11.55% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 343,011 17,376 0.05% 0.01% 25 +296,039 630.25% Q4 2025 Feb 10, 2026
Polymer Capital Management (HK) LTD History New 338,000 17,190 2.45% 26 +338,000 New Q4 2025 Feb 13, 2026
Madrona Financial Services, LLC History Reduced 317,437 16,144 3.45% 3.48% 27 -2,124 -0.66% Q4 2025 Jan 22, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 304,895 15,506 0.02% 0.02% 28 +85,226 38.8% Q4 2025 Feb 17, 2026
Cooper Financial Group History Added to 302,724 15,396 1.64% 0.03% 29 +298,072 6407.39% Q4 2025 Jan 08, 2026
Proficio Capital Partners LLC History Reduced 302,282 15,374 1.08% 1.12% 30 -29,159 -8.8% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 301,509 15,334 0.01% 0.01% 31 +143,963 91.38% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 301,280 15,323 0.01% 0.01% 32 +12,677 4.39% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 280,316 14,256 0.02% 0.04% 33 -385,477 -57.9% Q4 2025 Feb 06, 2026
CITIGROUP INC History Added to 256,356 13,038 0.01% 0.0% 34 +74,475 40.95% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 249,693 12,699 0.06% 0.05% 35 +45,221 22.12% Q4 2025 Feb 17, 2026
Richard P Slaughter Associates Inc History Added to 245,079 12,464 2.61% 2.51% 36 +9,447 4.01% Q4 2025 Jan 12, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 217,750 11,074 2.54% 2.83% 37 -16,497 -7.04% Q4 2025 Feb 05, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 207,104 10,533 3.62% 3.53% 38 +13,401 6.92% Q4 2025 Feb 10, 2026
Steele Capital Management, Inc. History Added to 205,448 10,458 0.45% 0.41% 39 +18,333 9.8% Q4 2025 Jan 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 199,510 10,147 0.03% 0.02% 40 +17,124 9.39% Q4 2025 Feb 05, 2026
HMS Capital Management, LLC History Reduced 196,426 9,990 4.13% 4.12% 41 -2,056 -1.04% Q4 2025 Jan 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 183,739 9,344 0.0% 0.0% 42 +117,639 177.97% Q4 2025 Feb 17, 2026
Silverleafe Capital Partners, LLC History Reduced 182,963 9,305 2.76% 2.78% 43 -864 -0.47% Q4 2025 Jan 12, 2026
Quadcap Wealth Management, LLC History Added to 178,969 9,109 1.04% 0.92% 44 +20,232 12.75% Q4 2025 Jan 29, 2026
Black Swift Group, LLC History Reduced 175,670 8,934 1.49% 2.57% 45 -119,411 -40.47% Q4 2025 Feb 10, 2026
Banco BTG Pactual S.A. History Added to 172,818 8,789 1.5% 1.0% 46 +33,718 24.24% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 171,832 8,739 0.13% 0.13% 47 +16,001 10.27% Q4 2025 Feb 12, 2026
Taylor Securities Services, Inc. History New 169,760 8,633 3.94% 48 +169,760 New Q4 2025 Mar 05, 2026
NewEdge Advisors, LLC History Added to 164,475 8,365 0.03% 0.01% 49 +122,074 287.9% Q4 2025 Feb 18, 2026
Intelligence Driven Advisers, LLC History New 153,047 7,783 1.11% 50 +153,047 New Q4 2025 Jan 23, 2026
Bleakley Financial Group, LLC History Reduced 145,655 7,407 0.13% 0.17% 51 -4,646 -3.09% Q4 2025 Feb 09, 2026
Curtis Advisory Group, LLC History Reduced 142,818 7,263 1.52% 1.61% 52 -603 -0.42% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Added to 141,789 7,211 0.02% 0.01% 53 +30,723 27.66% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 139,424 7,091 0.04% 0.04% 54 +20,316 17.06% Q4 2025 Jan 29, 2026
Hobart Private Capital, LLC History Reduced 135,620 6,897 1.35% 1.4% 55 -196 -0.14% Q4 2025 Jan 27, 2026
Clarus Group, Inc. History Reduced 133,304 6,779 2.44% 2.37% 56 -4,759 -3.45% Q4 2025 Jan 16, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 129,829 6,603 0.78% 57 +129,829 New Q4 2025 Feb 03, 2026
Centurion Wealth Management LLC History Added to 126,414 6,429 1.41% 1.4% 58 +1,917 1.54% Q4 2025 Jan 14, 2026
Aspire Capital Advisors LLC History Reduced 121,268 6,167 1.45% 1.56% 59 -6,542 -5.12% Q4 2025 Jan 16, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 118,626 6,033 1.59% 1.4% 60 +17,523 17.33% Q4 2025 Feb 06, 2026
McKinley Carter Wealth Services, Inc. History New 118,077 6,005 0.34% 61 +118,077 New Q4 2025 Feb 06, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 118,000 6,001 0.02% 0.02% 62 +3,997 3.51% Q4 2025 Jan 26, 2026
CITADEL ADVISORS LLC History Added to 115,100 5,853 0.0% 0.0% 63 +24,800 27.46% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 112,693 5,731 0.07% 0.04% 64 +36,567 48.03% Q4 2025 Jan 15, 2026
TD Waterhouse Canada Inc. History Reduced 106,655 5,423 0.03% 0.04% 65 -8,630 -7.49% Q4 2025 Jan 27, 2026
VISTA FINANCE, LLC History New 104,490 5,314 3.51% 66 +104,490 New Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 100,973 5,135 0.06% 0.07% 67 -76 -0.08% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Added to 100,653 5,119 0.4% 0.41% 68 +261 0.26% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 100,377 5,105 0.0% 0.0% 69 +35,377 54.43% Q4 2025 Jan 29, 2026
NOVEM GROUP History Reduced 94,308 4,796 0.55% 0.57% 70 -4,187 -4.25% Q4 2025 Jan 27, 2026
Cascade Financial Partners, LLC History Added to 92,526 4,705 0.48% 0.45% 71 +13,041 16.41% Q4 2025 Feb 06, 2026
AAFMAA Wealth Management & Trust LLC History Added to 89,509 4,552 1.78% 1.45% 72 +15,720 21.3% Q4 2025 Jan 07, 2026
Stratos Wealth Partners, LTD. History Added to 89,397 4,546 0.05% 0.05% 73 +2,673 3.08% Q4 2025 Jan 20, 2026
Farther Finance Advisors, LLC History Added to 88,286 4,490 0.05% 0.06% 74 +11,862 15.52% Q4 2025 Jan 23, 2026
Foguth Wealth Management, LLC. History New 85,970 4,421 0.69% 75 +85,970 New Q4 2025 Jan 05, 2026
Creative Planning History Added to 85,035 4,324 0.0% 0.0% 76 +15,968 23.12% Q4 2025 Feb 17, 2026
5T Wealth, LLC History Added to 83,871 4,265 1.7% 1.75% 77 +2,664 3.28% Q4 2025 Jan 27, 2026
Baird Financial Group, Inc. History Added to 83,211 4,232 0.01% 0.01% 78 +2,959 3.69% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 82,244 4,182 0.03% 0.03% 79 +9,798 13.52% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 82,163 4,178 0.2% 0.11% 80 +38,292 87.28% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 80,249 4,081 0.28% 0.15% 81 +37,537 87.88% Q4 2025 Feb 03, 2026
IAM Advisory, LLC History Reduced 78,043 3,969 0.88% 0.87% 82 -673 -0.85% Q4 2025 Jan 07, 2026
OPPENHEIMER & CO INC History Reduced 77,294 3,931 0.06% 0.05% 83 -964 -1.23% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Reduced 77,215 3,927 0.03% 0.03% 85 -3,172 -3.95% Q4 2025 Feb 18, 2026
Riggs Asset Managment Co. Inc. History Added to 77,228 3,927 0.79% 0.82% 84 +1,130 1.48% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 76,349 3,883 0.03% 0.03% 86 +7,269 10.52% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History Added to 75,674 3,848 1.34% 1.32% 87 +619 0.82% Q4 2025 Jan 20, 2026
ARVEST INVESTMENTS, INC. History Added to 74,538 3,791 0.53% 0.51% 88 +2,396 3.32% Q4 2025 Jan 20, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 73,429 3,734 0.13% 0.12% 89 +336 0.46% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 72,320 3,678 0.08% 0.07% 90 +8,026 12.48% Q4 2025 Feb 03, 2026
FRG Family Wealth Advisors LLC History Added to 71,155 3,618 0.56% 0.45% 91 +14,220 24.98% Q4 2025 Jan 21, 2026
Green Ridge Wealth Planning LLC History New 70,846 3,603 1.84% 92 +70,846 New Q4 2025 Mar 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 68,443 3,483 0.01% 0.0% 93 +63,851 1390.48% Q4 2025 Feb 05, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 66,964 3,405 1.56% 1.3% 94 +14,134 26.75% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Added to 65,682 3,340 0.22% 0.19% 95 +8,821 15.51% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Added to 64,275 3,269 0.12% 0.09% 96 +17,291 36.8% Q4 2025 Jan 27, 2026
Clear Creek Financial Management, LLC History Reduced 64,267 3,268 0.27% 0.3% 97 -5,456 -7.83% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Added to 63,537 3,231 0.04% 0.03% 98 +996 1.59% Q4 2025 Jan 16, 2026
Benson Wealth Management INC History New 62,305 3,168 3.53% 99 +62,305 New Q4 2025 Feb 12, 2026
Stonebridge Financial Planning Group, LLC History Added to 58,890 2,995 1.08% 1.07% 100 +1,264 2.19% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 57,345 2,916 0.0% 0.0% 101 +7,780 15.7% Q4 2025 Feb 02, 2026
Financial Enhancement Group LLC History Added to 56,111 2,912 0.38% 0.31% 102 +10,678 23.5% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Added to 56,786 2,888 0.02% 0.02% 103 +7,968 16.32% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 56,013 2,848 0.22% 0.19% 104 +5,429 10.73% Q4 2025 Jan 23, 2026
Ameritas Advisory Services, LLC History Reduced 52,574 2,673 0.1% 0.23% 105 -17,467 -24.94% Q4 2025 Feb 04, 2026
Aspen Wealth Strategies, LLC History Added to 51,669 2,627 1.44% 0.77% 106 +23,669 84.53% Q4 2025 Jan 28, 2026
Cerity Partners LLC History Added to 51,056 2,597 0.0% 0.0% 107 +8,282 19.36% Q4 2025 Feb 11, 2026
Balance Wealth, LLC History Reduced 49,811 2,533 0.81% 0.61% 108 -544 -1.08% Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 49,208 2,502 0.04% 0.05% 109 +2,353 5.02% Q4 2025 Feb 19, 2026
Orion Porfolio Solutions, LLC History Added to 48,555 2,469 0.02% 0.02% 110 +1,908 4.09% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Reduced 47,904 2,436 0.09% 0.11% 111 -12,495 -20.69% Q4 2025 Jan 13, 2026
Advisory Services Network, LLC History Reduced 47,549 2,418 0.03% 0.04% 112 -11,556 -19.55% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 47,535 2,417 0.01% 0.01% 113 +8,193 20.83% Q4 2025 Feb 12, 2026
Financial Guidance Group, Inc. History Added to 47,104 2,395 0.98% 0.98% 114 +3,054 6.93% Q4 2025 Jan 26, 2026
Systelligence, LLC History Added to 45,918 2,335 0.44% 0.36% 115 +7,123 18.36% Q4 2025 Jan 22, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 45,794 2,329 0.16% 0.16% 116 +999 2.23% Q4 2025 Jan 08, 2026
Concentrum Wealth Management History Added to 44,914 2,284 0.64% 0.06% 117 +40,775 985.14% Q4 2025 Feb 04, 2026
Mariner, LLC History Added to 44,584 2,267 0.0% 0.0% 118 +4,074 10.06% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 43,636 2,219 0.16% 0.15% 119 +2,891 7.1% Q4 2025 Feb 11, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 43,198 2,197 0.16% 0.2% 120 -17,768 -29.14% Q4 2025 Jan 14, 2026
Dynamic Advisor Solutions LLC History Reduced 40,552 2,062 0.07% 0.06% 121 -1,231 -2.95% Q4 2025 Jan 09, 2026
NWF Advisory Services Inc. History Reduced 40,254 2,047 0.23% 0.26% 122 -7,127 -15.04% Q4 2025 Mar 03, 2026
Sanctuary Advisors, LLC History Added to 40,130 2,041 0.01% 0.01% 123 +15,825 65.11% Q4 2025 Jan 29, 2026
Archford Capital Strategies, LLC History Reduced 39,946 2,031 0.24% 0.24% 124 -412 -1.02% Q4 2025 Jan 15, 2026
D. E. Shaw & Co., Inc. History New 39,469 2,007 0.0% 125 +39,469 New Q4 2025 Feb 17, 2026
ArborFi Advisors, LLC History Added to 38,830 1,974 1.6% 1.55% 126 +400 1.04% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 37,715 1,918 0.01% 0.01% 127 +2,171 6.11% Q4 2025 Jan 28, 2026
Moran Wealth Management, LLC History Added to 37,007 1,882 0.06% 0.05% 128 +2,431 7.03% Q4 2025 Jan 26, 2026
L & S Advisors Inc History Added to 36,503 1,856 0.17% 0.17% 129 +1,361 3.87% Q4 2025 Feb 05, 2026
STEPHENS INC /AR/ History Added to 35,053 1,782 0.02% 0.02% 130 +4,015 12.94% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 34,400 1,749 0.02% 0.05% 131 -70,666 -67.26% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 34,324 1,745 0.03% 0.03% 132 +2,917 9.29% Q4 2025 Jan 16, 2026
Pinnacle Financial Partners, Inc. History New 34,221 1,740 0.01% 133 +34,221 New Q4 2025 Feb 18, 2026
Gladstone Institutional Advisory LLC History Added to 33,966 1,727 0.07% 0.06% 134 +4,289 14.45% Q4 2025 Feb 17, 2026
Grange Capital, LLC History Reduced 33,866 1,722 1.65% 1.62% 135 -46 -0.14% Q4 2025 Feb 03, 2026
DAVENPORT & Co LLC History Added to 33,512 1,704 0.01% 0.0% 136 +28,599 582.11% Q4 2025 Jan 12, 2026
M Holdings Securities, Inc. History New 32,989 1,678 0.12% 137 +32,989 New Q4 2025 Feb 11, 2026
James Reed Financial Services, Inc. History Added to 32,869 1,671 1.34% 1.31% 138 +3,292 11.13% Q4 2025 Jan 14, 2026
NovaPoint Capital, LLC History Reduced 32,464 1,651 0.43% 0.43% 140 -2,820 -7.99% Q4 2025 Jan 21, 2026
Summit Financial Wealth Advisors, LLC History Reduced 32,470 1,651 0.24% 0.27% 139 -1,900 -5.53% Q4 2025 Jan 27, 2026
SOL Capital Management CO History No change 32,325 1,644 0.15% 0.14% 141 0 0.0% Q4 2025 Jan 30, 2026
Essex LLC History Reduced 32,238 1,639 0.29% 0.3% 142 -996 -3.0% Q4 2025 Jan 20, 2026
Prospera Financial Services Inc History Added to 31,923 1,623 0.03% 0.02% 143 +4,950 18.35% Q4 2025 Feb 09, 2026
Mutual Advisors, LLC History Added to 31,754 1,615 0.03% 0.03% 144 +1,888 6.32% Q4 2025 Feb 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 31,400 1,597 0.11% 0.1% 145 +2,058 7.01% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 30,631 1,559 0.01% 0.0% 146 +8,663 39.43% Q4 2025 Feb 17, 2026
Providence First Trust Co History Reduced 30,284 1,540 0.53% 1.04% 147 -30,411 -50.1% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 30,163 1,535 0.0% 0.0% 148 +16,094 114.39% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History Added to 29,789 1,515 0.97% 0.72% 149 +7,649 34.55% Q4 2025 Feb 04, 2026
VISIONARY HORIZONS, LLC History Added to 29,553 1,503 0.78% 0.17% 150 +23,369 377.89% Q4 2025 Jan 23, 2026
Arax Advisory Partners History New 29,467 1,498 0.04% 151 +29,467 New Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History No change 28,800 1,464 0.0% 0.0% 152 0 0.0% Q4 2025 Mar 20, 2026
Pitcairn Wealth Advisors LLC History New 28,419 1,445 0.13% 153 +28,419 New Q4 2025 Feb 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 28,363 1,442 0.14% 0.13% 154 +993 3.63% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 27,865 1,417 0.16% 0.17% 155 +1,000 3.72% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 27,582 1,402 0.03% 0.02% 156 +9,302 50.89% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 27,275 1,387 0.01% 0.01% 157 +5,465 25.06% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 26,919 1,369 0.02% 0.02% 158 +708 2.7% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 26,334 1,339 0.1% 0.11% 159 -3,365 -11.33% Q4 2025 Jan 29, 2026
VICTORY FINANCIAL GROUP, LLC History New 26,037 1,324 0.17% 160 +26,037 New Q4 2025 Jan 15, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 25,771 1,323 0.09% 0.1% 161 -655 -2.48% Q4 2025 Jan 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 25,824 1,313 0.0% 0.0% 162 -214 -0.82% Q4 2025 Feb 17, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 25,805 1,312 0.64% 0.6% 163 +801 3.2% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 25,756 1,310 0.06% 0.06% 164 +993 4.01% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 25,739 1,309 0.14% 0.14% 165 +153 0.6% Q4 2025 Jan 23, 2026
Krilogy Financial LLC History Reduced 24,929 1,307 0.04% 0.06% 166 -3,848 -13.37% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 25,676 1,305 0.01% 0.0% 167 +13,468 110.32% Q4 2025 Jan 26, 2026
CWM, LLC History Added to 25,539 1,299 0.0% 0.0% 168 +1,489 6.19% Q4 2025 Jan 26, 2026
CERTUITY, LLC History Reduced 25,410 1,292 0.08% 0.09% 169 -1,288 -4.82% Q4 2025 Jan 30, 2026
FMR LLC History Added to 25,376 1,290 0.0% 0.0% 170 +3,917 18.25% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 24,519 1,247 0.03% 0.03% 171 -1,290 -5.0% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 23,774 1,209 0.02% 0.02% 172 +1,782 8.1% Q4 2025 Feb 09, 2026
COFG Advisors, LLC History New 23,741 1,207 0.3% 173 +23,741 New Q4 2025 Feb 10, 2026
Relyea Zuckerberg Hanson LLC History No change 22,980 1,168 0.12% 0.12% 174 0 0.0% Q4 2025 Jan 20, 2026
First Heartland Consultants, Inc. History Added to 22,951 1,167 0.09% 0.09% 175 +901 4.09% Q4 2025 Jan 09, 2026
Security Financial Services, INC. History Added to 22,712 1,155 0.18% 0.06% 176 +15,338 208.0% Q4 2025 Jan 27, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 22,577 1,148 0.28% 0.29% 177 -395 -1.72% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Added to 22,534 1,146 0.03% 0.02% 178 +5,890 35.39% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Added to 22,532 1,145 0.01% 0.01% 179 +1,044 4.86% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 22,390 1,138 0.0% 0.0% 180 +6,517 41.06% Q4 2025 Feb 13, 2026
SFI Advisors, LLC History Reduced 22,341 1,136 0.73% 0.77% 181 -2,178 -8.88% Q4 2025 Feb 11, 2026
Calydon Capital History No change 22,131 1,125 0.19% 0.17% 182 0 0.0% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 21,718 1,104 0.02% 0.01% 183 +15,195 232.94% Q4 2025 Jan 14, 2026
Larry Mathis Financial Planning, LLC History New 21,299 1,083 0.96% 184 +21,299 New Q4 2025 Mar 11, 2026
Solutions 4 Wealth, Ltd History Added to 21,179 1,077 1.63% 1.14% 185 +6,283 42.18% Q4 2025 Feb 09, 2026
James J. Burns & Company, LLC History Added to 21,152 1,075 0.15% 0.14% 186 +2,418 12.91% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Added to 21,083 1,072 0.02% 0.01% 187 +7,383 53.89% Q4 2025 Feb 03, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 21,031 1,069 0.13% 0.11% 188 +2,876 15.84% Q4 2025 Jan 26, 2026
Curran Financial Partners, LLC History Added to 20,902 1,063 0.2% 0.17% 189 +3,419 19.56% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History Added to 20,524 1,044 0.03% 0.02% 190 +8,724 73.93% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 20,420 1,038 0.02% 0.01% 191 +12,358 153.29% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History No change 20,377 1,036 0.01% 0.02% 192 0 0.0% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 20,223 1,032 0.03% 0.02% 193 +8,396 70.99% Q4 2025 Jan 30, 2026
Apollon Wealth Management, LLC History Reduced 20,203 1,027 0.02% 0.02% 194 -1,017 -4.79% Q4 2025 Jan 22, 2026
Rollins Financial Advisors, LLC History Added to 20,011 1,017 0.15% 0.09% 195 +7,915 65.43% Q4 2025 Feb 04, 2026
Colonial River Investments, LLC History Added to 19,987 1,016 0.36% 0.36% 196 +420 2.15% Q4 2025 Feb 04, 2026
SCOTIA CAPITAL INC. History Added to 19,869 1,010 0.0% 0.0% 197 +10,523 112.59% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History Added to 19,720 1,002 0.11% 0.09% 198 +3,465 21.32% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Added to 19,614 997 0.09% 0.01% 199 +17,446 804.7% Q4 2025 Jan 26, 2026
Atria Investments, Inc History Added to 19,132 973 0.01% 0.01% 200 +911 5.0% Q4 2025 Feb 05, 2026
Richmond Investment Services, LLC History Reduced 19,025 967 0.17% 0.19% 201 -1,274 -6.28% Q4 2025 Feb 12, 2026
David J Yvars Group History Reduced 18,787 955 0.51% 0.58% 202 -3,231 -14.67% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 18,527 942 0.05% 0.05% 203 +2,988 19.23% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 18,396 935 0.0% 0.0% 204 -295 -1.58% Q4 2025 Jan 29, 2026
OLD MISSION CAPITAL LLC History Added to 18,341 932 0.02% 0.02% 205 +805 4.59% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 18,255 928 0.04% 0.04% 206 -387 -2.08% Q4 2025 Feb 17, 2026
Almanack Investment Partners, LLC. History Added to 18,150 923 0.16% 0.13% 207 +971 5.65% Q4 2025 Jan 29, 2026
APS Management Group, Inc. History Reduced 17,978 914 0.78% 1.01% 209 -5,173 -22.34% Q4 2025 Jan 28, 2026
ARQ WEALTH ADVISORS, LLC History Added to 17,983 914 0.25% 0.25% 208 +997 5.87% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 17,752 902 0.02% 0.02% 210 +3,007 20.39% Q4 2025 Feb 13, 2026
LRI Investments, LLC History Reduced 17,640 897 0.07% 0.1% 211 -6,650 -27.38% Q4 2025 Feb 04, 2026
Westside Investment Management, Inc. History No change 17,484 890 0.14% 0.14% 212 0 0.0% Q4 2025 Jan 23, 2026
JANE STREET GROUP, LLC History New 17,400 884 0.0% 213 +17,400 New Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Added to 17,390 884 0.12% 0.09% 214 +5,613 47.66% Q4 2025 Jan 06, 2026
Texas Yale Capital Corp. History No change 17,300 879 0.03% 0.03% 215 0 0.0% Q4 2025 Feb 10, 2026
BOS Asset Management, LLC History Added to 16,995 864 0.23% 0.22% 216 +1,178 7.45% Q4 2025 Jan 09, 2026
Endowment Wealth Management, Inc. History Added to 16,865 857 0.39% 0.32% 217 +2,642 18.58% Q4 2025 Feb 09, 2026
Stratos Investment Management, LLC History Reduced 16,670 847 0.03% 0.03% 218 -341 -2.0% Q4 2025 Jan 20, 2026
Point72 Asset Management, L.P. History New 16,500 839 0.0% 219 +16,500 New Q4 2025 Feb 17, 2026
Keystone Financial Group History Added to 16,379 833 0.06% 0.06% 220 +1,354 9.01% Q4 2025 Feb 06, 2026
Sovran Advisors, LLC History Added to 15,607 817 0.07% 0.07% 222 +1,253 8.73% Q4 2025 Jan 20, 2026
Roof Eidam Maycock Peralta, LLC History No change 16,068 817 0.19% 0.19% 221 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Advisors, LLC History Added to 15,948 811 0.04% 0.03% 223 +1,587 11.05% Q4 2025 Jan 20, 2026
Accurate Wealth Management, LLC History New 15,381 808 0.1% 224 +15,381 New Q4 2025 Jan 14, 2026
AMERIPRISE FINANCIAL INC History Added to 15,785 802 0.0% 0.0% 225 +9,052 134.44% Q4 2025 Feb 17, 2026
Eagle Strategies LLC History New 15,760 801 0.1% 226 +15,760 New Q4 2025 Jan 23, 2026
Clarendon Private LLC History No change 15,714 799 0.68% 0.7% 227 0 0.0% Q4 2025 Feb 05, 2026
Columbus Macro, LLC History Added to 15,518 789 0.09% 0.07% 228 +3,649 30.74% Q4 2025 Jan 15, 2026
Magnus Financial Group LLC History Added to 15,375 781 0.06% 0.06% 229 +435 2.91% Q4 2025 Jan 07, 2026
Paradigm, Strategies in Wealth Management, LLC History Added to 15,105 768 0.5% 0.47% 230 +338 2.29% Q4 2025 Jan 22, 2026
TSG Advice Partners, LLC History New 15,010 763 0.12% 231 +15,010 New Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Added to 14,733 757 0.22% 0.18% 232 +3,755 34.2% Q4 2025 Jan 06, 2026
J.W. COLE ADVISORS, INC. History Added to 68,486 751 0.02% 0.06% 233 +9,678 16.46% Q4 2025 Feb 11, 2026
Sunpointe, LLC History New 14,625 744 0.25% 234 +14,625 New Q4 2025 Jan 23, 2026
Milestone Investment Advisors LLC History Reduced 14,225 723 0.18% 0.17% 235 -2 -0.01% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 14,188 722 0.02% 0.02% 236 +159 1.13% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 13,803 702 0.0% 0.0% 237 +1,833 15.31% Q4 2025 Feb 17, 2026
WT Wealth Management History Added to 13,604 691 0.2% 0.17% 238 +1,414 11.6% Q4 2025 Feb 02, 2026
LOWERY THOMAS, LLC History Reduced 13,505 686 0.39% 0.41% 239 -780 -5.46% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 13,453 684 0.01% 0.01% 240 -1,168 -7.99% Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History New 13,198 671 0.03% 242 +13,198 New Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 13,200 671 0.05% 0.04% 241 +2,200 20.0% Q4 2025 Jan 07, 2026
Aurora Private Wealth, Inc. History New 13,182 670 0.44% 243 +13,182 New Q4 2025 Feb 02, 2026
Peak Planning Group, LLC History New 13,114 666 0.19% 244 +13,114 New Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 13,083 665 0.04% 0.04% 245 -410 -3.04% Q4 2025 Jan 20, 2026
Ancora Advisors LLC History Added to 12,983 660 0.01% 0.01% 246 +1,108 9.33% Q4 2025 Feb 17, 2026
OneAscent Financial Services LLC History New 12,707 646 0.06% 247 +12,707 New Q4 2025 Feb 11, 2026
WADDELL & ASSOCIATES, LLC History No change 12,639 642 0.04% 0.05% 248 0 0.0% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 12,544 637 0.0% 249 +12,544 New Q4 2025 Feb 05, 2026
Sowell Financial Services LLC History Reduced 12,540 637 0.02% 0.02% 250 -215 -1.69% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 12,275 624 0.02% 0.01% 251 +5,310 76.24% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 12,278 624 0.01% 0.01% 252 +4,837 65.0% Q4 2025 Feb 06, 2026
Clark Wealth Partners History No change 12,265 623 0.38% 0.38% 253 0 0.0% Q4 2025 Feb 04, 2026
Visionary Wealth Advisors History Reduced 12,238 622 0.03% 0.03% 255 -1,001 -7.56% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 12,239 622 0.01% 0.01% 254 +959 8.5% Q4 2025 Feb 06, 2026
Resurgent Financial Advisors LLC History Added to 12,191 620 0.31% 0.26% 256 +1,372 12.68% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Added to 12,047 612 0.01% 0.01% 257 +179 1.51% Q4 2025 Jan 21, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 11,864 603 0.32% 0.3% 258 +840 7.62% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Added to 11,832 601 0.0% 0.0% 259 +4,371 58.58% Q4 2025 Feb 03, 2026
CIBC Private Wealth Group LLC History Added to 11,812 600 0.0% 0.0% 260 +3,026 34.44% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 11,572 588 0.0% 0.01% 261 -31,175 -72.93% Q4 2025 Feb 10, 2026
PFG Advisors History Added to 11,532 586 0.03% 0.02% 262 +3,129 37.24% Q4 2025 Jan 27, 2026
CHOREO, LLC History Added to 11,380 584 0.01% 0.01% 263 +1,815 18.98% Q4 2025 Jan 23, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 11,477 583 0.18% 0.17% 264 +855 8.05% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,457 582 0.0% 0.0% 265 +2,905 33.97% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 11,402 579 0.02% 0.04% 266 -5,154 -31.13% Q4 2025 Feb 09, 2026
Sightline Wealth Advisors, LLC History Added to 11,253 572 0.24% 0.23% 267 +985 9.59% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Reduced 11,169 568 0.01% 0.01% 268 -421 -3.63% Q4 2025 Feb 03, 2026
Ameritas Investment Partners, Inc. History Reduced 11,150 567 0.02% 0.02% 269 -1,385 -11.05% Q4 2025 Feb 11, 2026
Belvedere Trading LLC History New 11,097 564 0.0% 270 +11,097 New Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 11,077 563 0.01% 0.01% 271 +2,538 29.72% Q4 2025 Mar 12, 2026
BIRINYI ASSOCIATES INC History No change 11,048 562 0.14% 0.14% 272 0 0.0% Q4 2025 Feb 10, 2026
WILLNER & HELLER, LLC History Added to 10,892 553 0.4% 0.4% 273 +300 2.83% Q4 2025 Jan 12, 2026
CIBC WORLD MARKET INC. History Reduced 10,782 548 0.0% 0.01% 274 -91,103 -89.42% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 10,647 541 0.03% 0.03% 275 +117 1.11% Q4 2025 Jan 20, 2026
Mayfair Advisory Group, LLC History Reduced 10,432 536 0.21% 0.26% 276 -1,891 -15.35% Q4 2025 Jan 21, 2026
ADVOCATE GROUP LLC History Added to 10,507 534 0.09% 0.05% 278 +3,992 61.27% Q4 2025 Jan 20, 2026
Alhambra Investment Management LLC History Added to 10,515 534 0.25% 0.24% 277 +68 0.65% Q4 2025 Jan 15, 2026
SIMPLEX TRADING, LLC History New 10,450 531 0.0% 279 +10,450 New Q4 2025 Feb 11, 2026
SNS Financial Group, LLC History Added to 10,098 514 0.04% 0.04% 280 +333 3.41% Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 9,988 507 0.02% 0.02% 281 -929 -8.51% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History Reduced 9,955 506 0.01% 0.01% 283 -85 -0.85% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History No change 9,961 506 0.02% 0.02% 282 0 0.0% Q4 2025 Jan 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,920 504 0.02% 0.02% 284 +3,961 66.47% Q4 2025 Jan 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 9,811 498 0.0% 0.0% 285 +1,942 24.68% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 9,754 496 0.08% 286 +9,754 New Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 9,749 495 0.0% 287 +9,749 New Q4 2025 Feb 13, 2026
LEIGH BALDWIN & CO., LLC History Added to 9,567 487 0.32% 0.26% 288 +100 1.06% Q4 2025 Feb 12, 2026
CX Institutional History No change 9,552 486 0.01% 0.01% 289 0 0.0% Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History Added to 9,517 484 0.01% 0.01% 290 +881 10.2% Q4 2025 Jan 26, 2026
Betterment LLC History New 9,376 477 0.0% 291 +9,376 New Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Added to 9,359 475 0.02% 0.01% 292 +2,341 33.36% Q4 2025 Feb 02, 2026
Regal Investment Advisors LLC History Reduced 9,304 473 0.03% 0.03% 293 -144 -1.52% Q4 2025 Feb 17, 2026
COMMERCE BANK History No change 9,242 470 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 9,171 466 0.01% 0.01% 295 +245 2.74% Q4 2025 Jan 12, 2026
Elyxium Wealth, LLC History Reduced 9,153 465 0.13% 0.24% 296 -5,022 -35.43% Q4 2025 Feb 05, 2026
VestGen Advisors, LLC History Reduced 9,135 464 0.02% 0.02% 297 -2,655 -22.52% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History No change 8,819 448 0.03% 0.03% 298 0 0.0% Q4 2025 Feb 10, 2026
Spire Wealth Management History No change 8,819 448 0.02% 0.01% 299 0 0.0% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 8,752 445 0.03% 0.03% 300 +772 9.67% Q4 2025 Feb 06, 2026
Soltis Investment Advisors LLC History New 8,702 442 0.03% 301 +8,702 New Q4 2025 Apr 02, 2026
Quantinno Capital Management LP History Added to 8,649 439 0.0% 0.0% 302 +4,095 89.92% Q4 2025 Feb 17, 2026
FELL CAPITAL MANAGEMENT /ADV History New 8,481 431 0.42% 303 +8,481 New Q4 2025 Mar 27, 2026
Core Wealth Partners LLC History No change 8,293 421 0.19% 0.19% 304 0 0.0% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History New 8,268 420 0.01% 305 +8,268 New Q4 2025 Feb 02, 2026
Financial Freedom, LLC History No change 8,253 419 0.21% 0.2% 306 0 0.0% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 8,130 418 0.02% 307 +8,130 New Q4 2025 Feb 12, 2026
Acorn Wealth Advisors, LLC History Added to 8,201 417 0.12% 0.07% 308 +3,979 94.24% Q4 2025 Feb 10, 2026
StoneX Group Inc. History New 8,165 416 0.02% 309 +8,165 New Q4 2025 Feb 12, 2026
Madison Asset Management, LLC History No change 8,173 415 0.0% 0.0% 310 0 0.0% Q4 2025 Feb 04, 2026
DAYMARK WEALTH PARTNERS, LLC History New 8,130 413 0.01% 311 +8,130 New Q4 2025 Jan 12, 2026
Avestar Capital, LLC History Reduced 8,070 410 0.03% 0.03% 312 -600 -6.92% Q4 2025 Feb 10, 2026
Comprehensive Financial Planning, Inc./PA History Added to 8,070 410 0.27% 0.26% 313 +501 6.62% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 7,831 398 0.0% 0.03% 315 -59,877 -88.43% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Added to 7,841 398 0.01% 0.01% 314 +1,078 15.94% Q4 2025 Feb 05, 2026
WealthBridge Capital Management, LLC History Added to 7,818 397 0.09% 0.07% 316 +2,100 36.73% Q4 2025 Jan 21, 2026
Westover Capital Advisors, LLC History Added to 7,560 384 0.07% 0.07% 317 +8 0.11% Q4 2025 Feb 09, 2026
First Financial Group Corp History No change 7,550 383 0.33% 0.32% 318 0 0.0% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History Reduced 7,452 379 0.03% 0.03% 319 -545 -6.82% Q4 2025 Feb 20, 2026
Fortune Financial Group, Inc. History New 7,098 371 0.36% 320 +7,098 New Q4 2025 Feb 11, 2026
REDW Wealth LLC History Reduced 7,271 369 0.14% 0.14% 321 -136 -1.84% Q4 2025 Jan 28, 2026
PINNACLE ASSOCIATES LTD History Added to 7,235 367 0.0% 0.0% 322 +1,480 25.72% Q4 2025 Feb 05, 2026
FAS Wealth Partners, Inc. History No change 7,216 367 0.02% 0.02% 323 0 0.0% Q4 2025 Feb 18, 2026
Legacy Financial Advisors, Inc. History Reduced 7,106 361 0.05% 0.05% 325 -540 -7.06% Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 7,111 361 0.0% 0.0% 324 -293 -3.96% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 7,084 360 0.0% 0.0% 326 +453 6.83% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History New 7,044 358 0.02% 328 +7,044 New Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Added to 7,051 358 0.12% 0.12% 327 +29 0.41% Q4 2025 Jan 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,979 355 0.01% 0.01% 329 +1,715 32.58% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Added to 6,983 355 0.01% 0.01% 330 +1,484 26.99% Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 6,938 353 0.01% 0.01% 331 +110 1.61% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 6,811 346 0.0% 0.0% 332 +389 6.06% Q4 2025 Jan 26, 2026
Berger Financial Group, Inc History New 6,792 345 0.02% 333 +6,792 New Q4 2025 Jan 27, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 6,764 344 0.18% 335 +6,764 New Q4 2025 Feb 23, 2026
Center For Asset Management LLC History Added to 6,770 344 0.18% 0.12% 334 +2,196 48.01% Q4 2025 Jan 21, 2026
Abundance Wealth Counselors History Reduced 6,756 343 0.06% 0.06% 336 -358 -5.03% Q4 2025 Jan 26, 2026
PACIFIC SUN FINANCIAL CORP History Added to 6,626 337 0.16% 0.14% 337 +912 15.96% Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Added to 6,516 331 0.05% 0.0% 338 +6,416 6416.0% Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 6,482 329 0.0% 0.0% 339 +2,209 51.7% Q4 2025 Feb 17, 2026
Southland Equity Partners LLC History Reduced 6,483 329 0.06% 0.08% 340 -1,095 -14.45% Q4 2025 Jan 14, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 6,465 328 0.08% 0.07% 341 +335 5.46% Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Added to 6,445 327 0.04% 0.04% 342 +394 6.51% Q4 2025 Jan 26, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 6,417 326 0.0% 0.0% 343 +2,835 79.15% Q4 2025 Feb 17, 2026
Grantvest Financial Group LLC History New 6,394 325 0.21% 345 +6,394 New Q4 2025 Feb 02, 2026
THOMPSON DAVIS & CO., INC. History Reduced 6,405 325 0.19% 0.35% 344 -5,240 -45.0% Q4 2025 Jan 12, 2026
Kropog Financial Group, LLC History No change 6,297 320 0.25% 0.25% 346 0 0.0% Q4 2025 Feb 05, 2026
Calamos Wealth Management LLC History New 6,291 319 0.01% 347 +6,291 New Q4 2025 Jan 29, 2026
SAGE FINANCIAL GROUP INC History No change 6,248 317 0.02% 0.02% 348 0 0.0% Q4 2025 Jan 27, 2026
Conservest Capital Advisors, Inc. History Added to 6,188 314 0.03% 0.02% 350 +1,000 19.28% Q4 2025 Feb 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 6,184 314 0.04% 0.04% 349 0 0.0% Q4 2025 Jan 08, 2026
Evanson Asset Management, LLC History No change 6,113 310 0.02% 0.02% 351 0 0.0% Q4 2025 Jan 12, 2026
TCI Wealth Advisors, Inc. History Added to 5,919 301 0.02% 0.02% 352 +30 0.51% Q4 2025 Feb 02, 2026
Brookwood Investment Group LLC History New 5,918 300 0.04% 353 +5,918 New Q4 2025 Jan 22, 2026
MJP ASSOCIATES INC /ADV History New 5,886 299 0.04% 354 +5,886 New Q4 2025 Feb 06, 2026
Advisor OS, LLC History New 5,886 299 0.02% 355 +5,886 New Q4 2025 Feb 04, 2026
Quadrature Capital Ltd History New 5,865 298 0.0% 356 +5,865 New Q4 2025 Feb 17, 2026
COLUMBIA ADVISORY PARTNERS LLC History Added to 5,874 298 0.2% 0.2% 357 +31 0.53% Q4 2025 Jan 22, 2026
Berkeley Capital Partners, LLC History Reduced 5,826 296 0.07% 0.07% 358 -142 -2.38% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History Added to 5,708 290 0.01% 0.01% 359 +394 7.41% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 5,673 288 0.01% 0.0% 360 +2,992 111.6% Q4 2025 Feb 06, 2026
Keystone Wealth Services, LLC History Added to 5,632 286 0.06% 0.06% 361 +350 6.63% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History New 5,618 285 0.01% 362 +5,618 New Q4 2025 Jan 12, 2026
BENJAMIN EDWARDS INC History Reduced 5,580 283 0.0% 0.0% 363 -1,023 -15.49% Q4 2025 Feb 02, 2026
Successful Portfolios LLC History Added to 5,368 282 0.14% 0.13% 365 +954 21.61% Q4 2025 Jan 23, 2026
Csenge Advisory Group History Reduced 5,545 282 0.01% 0.01% 364 -222 -3.85% Q4 2025 Feb 06, 2026
Hudson Portfolio Management LLC History New 5,515 280 0.24% 366 +5,515 New Q4 2025 Feb 13, 2026
B&D White Capital Company, LLC History Added to 5,474 278 0.03% 0.03% 367 +1 0.02% Q4 2025 Feb 13, 2026
Savant Capital, LLC History New 5,389 274 0.0% 368 +5,389 New Q4 2025 Feb 10, 2026
Clay Northam Wealth Management, LLC History New 5,370 273 0.15% 369 +5,370 New Q4 2025 Feb 17, 2026
IPG Investment Advisors LLC History New 5,300 269 0.05% 370 +5,300 New Q4 2025 Feb 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,255 267 0.0% 0.0% 372 +2,303 78.01% Q4 2025 Feb 11, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 5,248 267 0.03% 0.03% 371 0 0.0% Q4 2025 Feb 12, 2026
Y.D. More Investments Ltd History No change 5,250 267 0.01% 0.01% 373 0 0.0% Q4 2025 Jan 21, 2026
SeaCrest Wealth Management, LLC History Reduced 5,030 264 0.03% 0.04% 374 -2,282 -31.21% Q4 2025 Jan 12, 2026
Vident Advisory, LLC History Added to 5,204 264 0.0% 0.0% 375 +312 6.38% Q4 2025 Feb 18, 2026
Main Street Financial Solutions, LLC History New 5,165 262 0.02% 377 +5,165 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,154 262 0.01% 0.01% 376 +154 3.08% Q4 2025 Feb 09, 2026
Fortis Capital Advisors, LLC History New 5,104 259 0.04% 379 +5,104 New Q4 2025 Jan 27, 2026
Discipline Wealth Solutions, LLC History New 5,102 259 0.05% 380 +5,102 New Q4 2025 Jan 26, 2026
Financial Engines Advisors L.L.C. History New 5,101 259 0.0% 378 +5,101 New Q4 2025 Feb 12, 2026
Fortis Capital Management LLC History New 5,047 256 0.03% 381 +5,047 New Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 5,030 255 0.0% 0.0% 382 -2,554 -33.68% Q4 2025 Feb 12, 2026
Joseph P. Lucia & Associates, LLC History Added to 5,017 255 0.09% 0.09% 383 +169 3.49% Q4 2025 Jan 28, 2026
Gateway Wealth Partners, LLC History New 4,929 250 0.03% 384 +4,929 New Q4 2025 Feb 11, 2026
GRIFFIN ASSET MANAGEMENT, INC. History New 4,904 249 0.03% 385 +4,904 New Q4 2025 Feb 06, 2026
Jackson Wealth Management, LLC History New 4,876 248 0.02% 386 +4,876 New Q4 2025 Jan 20, 2026
Next Capital Management LLC History Added to 4,848 246 0.08% 0.08% 387 +148 3.15% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 4,798 244 0.0% 0.0% 388 +194 4.21% Q4 2025 Feb 12, 2026
NWAM LLC History New 4,628 242 0.01% 389 +4,628 New Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Reduced 4,707 239 0.0% 0.0% 390 -1,432 -23.33% Q4 2025 Mar 09, 2026
Compass Financial Services Inc History Added to 4,659 236 0.1% 0.02% 391 +3,930 539.09% Q4 2025 Feb 27, 2026
Beacon Financial Advisory LLC History New 4,607 234 0.05% 392 +4,607 New Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History New 4,578 232 0.01% 393 +4,578 New Q4 2025 Feb 13, 2026
Prosperity Wealth Management, Inc. History New 4,577 232 0.08% 394 +4,577 New Q4 2025 Mar 27, 2026
Acropolis Investment Management, LLC History New 4,551 231 0.01% 395 +4,551 New Q4 2025 Jan 14, 2026
Stonebridge Financial Group, LLC History Reduced 4,534 230 0.02% 1.36% 397 -308,055 -98.55% Q4 2025 Jan 21, 2026
WorthPointe, LLC History New 4,525 230 0.06% 396 +4,525 New Q4 2025 Jan 26, 2026
Fielder Capital Group LLC History No change 4,502 228 0.05% 0.05% 398 0 0.0% Q4 2025 Feb 10, 2026
Disciplined Investors, L.L.C. History No change 4,475 227 0.15% 0.16% 399 0 0.0% Q4 2025 Feb 10, 2026
Sage Investment Advisers LLC History New 4,418 224 0.17% 401 +4,418 New Q4 2025 Feb 10, 2026
Cannell & Spears LLC History No change 4,410 224 0.0% 0.0% 400 0 0.0% Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History No change 4,391 223 0.06% 0.06% 402 0 0.0% Q4 2025 Feb 17, 2026
Granite Group Advisors, LLC History No change 4,400 223 0.13% 0.13% 403 0 0.0% Q4 2025 Jan 13, 2026
J2 Capital Management Inc History New 4,343 220 0.16% 404 +4,343 New Q4 2025 Jan 20, 2026
FLAGSTAR ADVISORS INC History New 4,301 218 0.07% 405 +4,301 New Q4 2025 Jan 13, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 4,292 218 0.07% 0.07% 406 0 0.0% Q4 2025 Jan 30, 2026
Cornerstone Select Advisors, LLC History New 4,268 217 0.15% 407 +4,268 New Q4 2025 Feb 10, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 4,261 216 0.14% 0.08% 408 +1,838 75.86% Q4 2025 Feb 10, 2026
Clark Asset Management, LLC History No change 4,254 216 0.02% 0.02% 409 0 0.0% Q4 2025 Jan 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,210 214 0.0% 410 +4,210 New Q4 2025 Feb 18, 2026
WORLD EQUITY GROUP, INC. History New 4,183 212 0.06% 411 +4,183 New Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Reduced 4,155 211 0.0% 0.01% 412 -1,660 -28.55% Q4 2025 Feb 11, 2026
Sepio Capital, LP History No change 4,136 210 0.01% 0.01% 413 0 0.0% Q4 2025 Feb 12, 2026
Keel Point, LLC History No change 4,122 209 0.01% 0.01% 414 0 0.0% Q4 2025 Feb 12, 2026
Twelve Points Wealth Management LLC History New 3,949 207 0.05% 415 +3,949 New Q4 2025 Jan 23, 2026
Resolute Wealth Strategies, LLC History No change 4,052 206 0.09% 0.09% 416 0 0.0% Q4 2025 Feb 06, 2026
Range Financial Group LLC History New 3,994 203 0.07% 417 +3,994 New Q4 2025 Jan 15, 2026
Tradewinds, LLC. History Reduced 3,973 202 0.05% 0.53% 419 -40,425 -91.05% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History No change 3,989 202 0.01% 0.01% 418 0 0.0% Q4 2025 Feb 17, 2026
Wealth Dimensions Group, Ltd. History New 3,946 200 0.04% 421 +3,946 New Q4 2025 Feb 13, 2026
MMBG INVESTMENT ADVISORS CO. History New 3,933 200 0.02% 420 +3,933 New Q4 2025 Feb 09, 2026
Quantum Portfolio Management LLC History Reduced 3,935 200 0.09% 0.09% 422 -1,949 -33.12% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 3,871 196 0.17% 0.17% 424 +78 2.06% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Reduced 3,856 196 0.01% 0.02% 423 -20 -0.52% Q4 2025 Jan 21, 2026
Trifecta Capital Advisors, LLC History No change 3,480 176 0.03% 0.03% 425 0 0.0% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 3,419 173 0.01% 0.0% 426 +3,382 9140.54% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 3,227 164 0.0% 0.0% 427 +1,010 45.56% Q4 2025 Feb 13, 2026
KERR FINANCIAL PLANNING Corp History Reduced 3,350 162 0.22% 0.28% 428 -650 -16.25% Q4 2025 Feb 10, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 3,177 161 0.06% 0.06% 429 0 0.0% Q4 2025 Jan 09, 2026
SHP Wealth Management History New 3,111 158 0.01% 430 +3,111 New Q4 2025 Mar 04, 2026
Grove Bank & Trust History No change 2,735 139 0.02% 0.02% 431 0 0.0% Q4 2025 Jan 08, 2026
Root Financial Partners, LLC History Added to 2,716 138 0.01% 0.0% 432 +2,463 973.52% Q4 2025 Feb 10, 2026
GLENMEDE TRUST CO NA History New 2,651 134 0.0% 433 +2,651 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 2,615 133 0.0% 434 +2,615 New Q4 2025 Feb 17, 2026
Networth Advisors, LLC History New 2,448 124 0.09% 435 +2,448 New Q4 2025 Jan 22, 2026
MONTAG A & ASSOCIATES INC History Reduced 2,322 118 0.01% 0.01% 436 -156 -6.3% Q4 2025 Feb 02, 2026
IFC & Insurance Marketing, Inc. History New 2,198 112 0.11% 437 +2,198 New Q4 2025 Feb 12, 2026
Beaird Harris Wealth Management, LLC History New 2,200 111 0.01% 438 +2,200 New Q4 2025 Feb 23, 2026
PRIVATE TRUST CO NA History Added to 2,157 109 0.01% 0.0% 440 +1,033 91.9% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 2,160 109 0.03% 0.03% 439 +595 38.02% Q4 2025 Feb 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,079 105 0.04% 0.12% 441 +814 64.35% Q4 2025 Jan 20, 2026
Compagnie Lombard Odier SCmA History No change 2,000 101 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History No change 1,995 101 0.0% 0.0% 443 0 0.0% Q4 2025 Feb 12, 2026
Game Plan Financial Advisors, LLC History New 1,700 86 0.03% 444 +1,700 New Q4 2025 Jan 14, 2026
Eukles Asset Management History Added to 1,656 84 0.03% 0.01% 445 +1,119 208.38% Q4 2025 Feb 09, 2026
Dorato Capital Management History New 1,501 78 0.06% 446 +1,501 New Q4 2025 Jan 16, 2026
Sound Income Strategies, LLC History Added to 1,488 77 0.0% 0.0% 447 +1,080 264.71% Q4 2025 Jan 21, 2026
DV Trading LLC History New 1,500 76 0.0% 449 +1,500 New Q4 2025 Feb 17, 2026
VESTOR CAPITAL, LLC History New 1,188 76 0.01% 448 +1,188 New Q4 2025 Feb 11, 2026
Ulland Investment Advisors, LLC History No change 1,450 74 0.06% 0.05% 450 0 0.0% Q4 2025 Jan 08, 2026
Collier Financial History Added to 1,439 73 0.05% 0.05% 451 +78 5.73% Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Added to 1,405 71 0.01% 0.01% 452 +7 0.5% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 1,385 70 0.01% 0.01% 453 +635 84.67% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 1,367 69 0.0% 0.0% 454 0 0.0% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 1,283 65 0.0% 0.0% 455 -30,438 -95.96% Q4 2025 Feb 13, 2026
Park Place Capital Corp History Reduced 1,296 65 0.01% 0.01% 456 -60 -4.42% Q4 2025 Jan 09, 2026
Main Management LLC History Reduced 1,253 64 0.0% 0.01% 457 -167 -11.76% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 1,240 63 0.03% 0.05% 458 -1,240 -50.0% Q4 2025 Feb 18, 2026
Archer Investment Corp History Reduced 1,236 62 0.01% 0.03% 460 -1,746 -58.55% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,182 62 0.0% 0.0% 459 0 0.0% Q4 2025 Jan 26, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 1,210 61 0.05% 0.09% 461 -578 -32.33% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History No change 1,189 60 0.02% 0.02% 462 0 0.0% Q4 2025 Feb 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 1,165 59 0.0% 463 +1,165 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 1,160 58 0.01% 467 +1,160 New Q4 2025 Feb 09, 2026
STEPH & CO History No change 1,150 58 0.02% 0.02% 464 0 0.0% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History No change 1,145 58 0.0% 0.0% 465 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Asset Management, LLC History No change 1,145 58 0.01% 0.01% 466 0 0.0% Q4 2025 Feb 10, 2026
Capital Advisors, Ltd. LLC History Reduced 582 53 0.01% 0.19% 468 -32,752 -98.25% Q4 2025 Jan 21, 2026
EFG International AG History New 1,055 53 0.0% 469 +1,055 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 931 47 0.01% 0.03% 471 +259 38.54% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 940 47 0.0% 0.0% 470 +40 4.44% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 903 45 0.0% 472 +903 New Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History Added to 831 42 0.04% 0.03% 473 +117 16.39% Q4 2025 Jan 29, 2026
Hurley Capital, LLC History No change 796 40 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 742 37 0.02% 0.01% 475 +433 140.13% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 710 36 0.0% 0.0% 476 +209 41.72% Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 689 35 0.01% 0.01% 477 +28 4.24% Q4 2025 Feb 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 676 34 0.0% 0.0% 478 +198 41.42% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 663 33 0.0% 0.0% 479 +348 110.48% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 620 31 0.0% 0.0% 480 -1,600 -72.07% Q4 2025 Feb 09, 2026
MANNING & NAPIER ADVISORS LLC History New 613 31 0.0% 481 +613 New Q4 2025 Feb 03, 2026
FIRST COMMUNITY TRUST NA History Added to 615 31 0.02% 0.02% 482 +65 11.82% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History Added to 591 30 0.01% 0.0% 484 +111 23.13% Q4 2025 Jan 20, 2026
WFA of San Diego, LLC History No change 600 30 0.02% 0.02% 483 0 0.0% Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History No change 603 30 0.0% 0.0% 485 0 0.0% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 578 29 0.0% 0.0% 486 +500 641.03% Q4 2025 Feb 13, 2026
Crews Bank & Trust History Reduced 550 27 0.0% 0.01% 488 -690 -55.65% Q4 2025 Jan 21, 2026
Red Tortoise LLC History No change 541 27 0.01% 0.01% 487 0 0.0% Q4 2025 Jan 22, 2026
Gen-Wealth Partners Inc History Added to 521 26 0.01% 0.0% 490 +241 86.07% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 507 26 0.0% 0.0% 489 0 0.0% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History No change 490 24 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 13, 2026
NVWM, LLC History No change 468 23 0.01% 0.01% 492 0 0.0% Q4 2025 Jan 20, 2026
Sound Financial Strategies Group, LLC History Added to 440 22 0.02% 0.01% 494 +31 7.58% Q4 2025 Feb 03, 2026
Vermillion Wealth Management, Inc. History Reduced 442 22 0.01% 0.01% 493 -5 -1.12% Q4 2025 Feb 11, 2026
BlackRock, Inc. History New 416 21 0.0% 496 +416 New Q4 2025 Feb 12, 2026
Roble, Belko & Company, Inc History No change 407 21 0.0% 0.0% 495 0 0.0% Q4 2025 Jan 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 407 20 0.01% 0.01% 499 -32 -7.29% Q4 2025 Jan 22, 2026
Front Row Advisors LLC History Added to 408 20 0.01% 0.01% 498 +8 2.0% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 407 20 0.0% 0.0% 497 0 0.0% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 358 18 0.0% 0.0% 500 0 0.0% Q4 2025 Jan 23, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 344 17 0.0% 501 +344 New Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History New 325 16 0.0% 502 +325 New Q4 2025 Jan 16, 2026
ORG Partners LLC History Added to 320 16 0.0% 0.0% 503 +146 83.91% Q4 2025 Jan 14, 2026
Copia Wealth Management History Added to 332 16 0.01% 0.01% 504 +47 16.49% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 300 15 0.0% 505 +300 New Q4 2025 Feb 12, 2026
Missouri Trust & Investment Co History No change 296 15 0.0% 0.0% 506 0 0.0% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History Added to 283 14 0.0% 0.0% 507 +160 130.08% Q4 2025 Jan 22, 2026
IMG Wealth Management, Inc. History Reduced 277 14 0.01% 0.01% 508 -123 -30.75% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History No change 256 13 0.0% 0.0% 509 0 0.0% Q4 2025 Jan 30, 2026
VAN ECK ASSOCIATES CORP History Reduced 230 12 0.0% 0.0% 510 -72 -23.84% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History Added to 241 12 0.0% 0.0% 511 +25 11.57% Q4 2025 Jan 21, 2026
Harvest Fund Management Co., Ltd History No change 242 12 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 11, 2026
Lavaca Capital LLC History New 233 11 0.0% 515 +233 New Q4 2025 Feb 13, 2026
Smithfield Trust Co History New 232 11 0.0% 514 +232 New Q4 2025 Feb 09, 2026
TOMPKINS FINANCIAL CORP History New 229 11 0.0% 513 +229 New Q4 2025 Jan 08, 2026
Garton & Associates Financial Advisors LLC History New 200 10 0.01% 520 +200 New Q4 2025 Feb 18, 2026
Financial Management Professionals, Inc. History New 198 10 0.0% 516 +198 New Q4 2025 Jan 27, 2026
Crewe Advisors LLC History Added to 211 10 0.0% 0.0% 518 +5 2.43% Q4 2025 Jan 16, 2026
Cranbrook Wealth Management, LLC History No change 200 10 0.0% 0.0% 517 0 0.0% Q4 2025 Jan 28, 2026
Hilltop National Bank History No change 200 10 0.0% 0.0% 519 0 0.0% Q4 2025 Jan 07, 2026
Capital Analysts, LLC History New 184 9 0.0% 521 +184 New Q4 2025 Feb 11, 2026
Nalls Sherbakoff Group, LLC History No change 185 9 0.01% 0.01% 522 0 0.0% Q4 2025 Mar 12, 2026
SIGNATUREFD, LLC History Added to 170 8 0.0% 0.0% 523 +20 13.33% Q4 2025 Jan 20, 2026
Russell Investments Group, Ltd. History No change 141 7 0.0% 0.0% 524 0 0.0% Q4 2025 Feb 17, 2026
Aspect Partners, LLC History No change 142 7 0.0% 0.0% 525 0 0.0% Q4 2025 Jan 23, 2026
GRANVILLE CAPITAL, INC. History New 122 6 0.0% 526 +122 New Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History New 100 5 0.0% 532 +100 New Q4 2025 Feb 04, 2026
Physician Wealth Advisors, Inc. History No change 100 5 0.0% 0.0% 527 0 0.0% Q4 2025 Jan 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 100 5 0.0% 0.0% 528 0 0.0% Q4 2025 Jan 23, 2026
Abound Wealth Management History No change 110 5 0.0% 0.0% 529 0 0.0% Q4 2025 Jan 12, 2026
Strategic Advocates LLC History No change 100 5 0.0% 0.0% 530 0 0.0% Q4 2025 Feb 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 110 5 0.0% 0.0% 531 0 0.0% Q4 2025 Feb 11, 2026
Powell Investment Advisors, LLC History New 98 4 0.0% 534 +98 New Q4 2025 Feb 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 90 4 0.0% 535 +90 New Q4 2025 Jan 22, 2026
TOTH FINANCIAL ADVISORY CORP History New 84 4 0.0% 533 +84 New Q4 2025 Jan 20, 2026
SFAM, LLC History New 72 3 0.0% 537 +72 New Q4 2025 Feb 12, 2026
ST GERMAIN D J CO INC History No change 59 3 0.0% 0.0% 536 0 0.0% Q4 2025 Jan 29, 2026
Morton Brown Family Wealth, LLC History No change 65 3 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 28, 2026
Winthrop Capital Management, LLC History No change 50 3 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History No change 74 3 0.0% 0.0% 540 0 0.0% Q4 2025 Jan 14, 2026
N.E.W. Advisory Services LLC History No change 50 2 0.0% 0.0% 541 0 0.0% Q4 2025 Jan 28, 2026
SJS Investment Consulting Inc. History No change 51 2 0.0% 0.0% 542 0 0.0% Q4 2025 Jan 21, 2026
Tower Research Capital LLC (TRC) History New 26 1 0.0% 543 +26 New Q4 2025 Feb 17, 2026
Nvest Wealth Strategies, Inc. History New 25 1 0.0% 545 +25 New Q4 2025 Jan 28, 2026
Operose Advisors LLC History No change 30 1 0.0% 0.0% 544 0 0.0% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.03% -1,823,222 -100.0% Q3 2025 Nov 13, 2025
Marks Wealth, LLC History Closed out 0 0 6.39% -418,750 -100.0% Q3 2025 Oct 28, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.58% -288,944 -100.0% Q3 2025 Nov 14, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 1.82% -280,926 -100.0% Q3 2025 Oct 21, 2025
Greenland Capital Management LP History Closed out 0 0 0.75% -151,400 -100.0% Q3 2025 Nov 10, 2025
Global X Japan Co., Ltd. History Closed out 0 0 0.63% -148,522 -100.0% Q3 2025 Oct 15, 2025
GTS SECURITIES LLC History Closed out 0 0 0.21% -111,659 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.01% -67,084 -100.0% Q3 2025 Nov 14, 2025
SEAVIEW INVESTMENT MANAGERS LLC History Closed out 0 0 0.51% -27,967 -100.0% Q3 2025 Nov 06, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -14,435 -100.0% Q3 2025 Nov 14, 2025
NORTHERN TRUST CORP History Closed out 0 0 0.0% -12,662 -100.0% Q3 2025 Nov 14, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 0.07% -9,927 -100.0% Q3 2025 Nov 13, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -9,343 -100.0% Q3 2025 Oct 31, 2025
SEI INVESTMENTS CO History Closed out 0 0 0.0% -9,142 -100.0% Q3 2025 Nov 13, 2025
EVOKE WEALTH, LLC History Closed out 0 0 0.01% -7,992 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -7,744 -100.0% Q3 2025 Nov 10, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.04% -7,059 -100.0% Q3 2025 Nov 03, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 0.04% -7,046 -100.0% Q3 2025 Nov 12, 2025
Northern Financial Advisors Inc History Closed out 0 0 0.15% -5,988 -100.0% Q3 2025 Nov 10, 2025
Pine Valley Investments Ltd Liability Co History Closed out 0 0 0.01% -5,833 -100.0% Q3 2025 Feb 17, 2026
Waldron Private Wealth LLC History Closed out 0 0 0.01% -5,102 -100.0% Q3 2025 Oct 30, 2025
WealthPlan Investment Management, LLC History Closed out 0 0 0.02% -4,910 -100.0% Q3 2025 Oct 27, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -4,569 -100.0% Q3 2025 Nov 14, 2025
Prasad Wealth Partners, LLC History Closed out 0 0 0.06% -4,247 -100.0% Q3 2025 Nov 05, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.03% -2,775 -100.0% Q3 2025 Nov 14, 2025
Avalon Trust Co History Closed out 0 0 0.01% -2,250 -100.0% Q3 2025 Nov 10, 2025
HM PAYSON & CO History Closed out 0 0 0.0% -1,800 -100.0% Q3 2025 Oct 17, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.01% -718 -100.0% Q3 2025 Oct 29, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.0% -709 -100.0% Q3 2025 Oct 06, 2025
McIlrath & Eck, LLC History Closed out 0 0 0.0% -433 -100.0% Q3 2025 Oct 22, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -402 -100.0% Q3 2025 Oct 08, 2025
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Closed out 0 0 0.0% -148 -100.0% Q3 2025 Nov 12, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Founders Financial Alliance, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 07, 2025
SouthState Bank Corp History Closed out 0 0 0.0% -87 -100.0% Q3 2025 Nov 05, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Nov 05, 2025
Greenline Wealth Management LLC History New 14 0 +14 New Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 14, 2025
PFS Partners, LLC History New 10 0 +10 New Q4 2025 Jan 16, 2026
Sankala Group LLC History New 4 0 +4 New Q4 2025 Mar 02, 2026
Atlantic Union Bankshares Corp History No change 4 0 0 0.0% Q4 2025 Feb 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 12 0 0 0.0% Q4 2025 Feb 12, 2026
Mountain Hill Investment Partners Corp. History No change 15 0 0 0.0% Q4 2025 Jan 26, 2026
Caldwell Trust Co History No change 12 0 0 0.0% Q4 2025 Jan 30, 2026