FIRST TRUST EXCHANGE-TRADED FUND VI - AIRR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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
BANK OF AMERICA CORP /DE/ History Added to 8,671,525 852,584 0.06% 0.05% 1 +1,569,481 22.1% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 5,279,524 519,082 0.03% 0.03% 2 +575,709 12.24% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,570,226 449,344 0.12% 0.11% 3 +490,347 12.02% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,325,393 228,632 0.07% 0.06% 4 +508,440 27.98% Q4 2025 Feb 18, 2026
UBS Group AG History Added to 2,107,557 207,215 0.03% 0.03% 5 +189,674 9.89% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 2,089,134 205,403 0.04% 0.03% 6 +327,623 18.6% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,195,261 117,518 0.02% 7 +1,195,261 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 992,070 97,540 0.26% 0.26% 8 +5,833 0.59% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Added to 698,990 68,734 0.1% 0.08% 9 +59,105 9.24% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 618,766 60,837 0.25% 0.26% 10 +38,659 6.66% Q4 2025 Feb 13, 2026
Parcion Private Wealth LLC History Reduced 609,240 59,900 3.64% 3.76% 11 -13,622 -2.19% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Added to 596,297 58,627 0.06% 0.05% 12 +160,785 36.92% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 534,011 52,504 0.07% 0.06% 13 +91,225 20.6% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 495,221 48,690 0.01% 0.01% 14 +117,954 31.27% Q4 2025 Feb 10, 2026
FIL Ltd History Reduced 473,250 46,839 0.04% 0.04% 15 -90,934 -16.12% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 448,299 44,076 0.03% 0.03% 16 +58,984 15.15% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 411,795 40,490 0.04% 0.03% 17 +35,431 9.41% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 400,800 39,406 0.02% 0.02% 18 -49,200 -10.93% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Reduced 304,332 29,921 0.03% 0.03% 19 -3,877 -1.26% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 274,168 26,956 0.05% 0.03% 20 +137,741 100.96% Q4 2025 Mar 16, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 270,000 26,546 0.07% 0.09% 21 -19,793 -6.83% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 258,025 25,369 0.06% 0.06% 22 +17,192 7.14% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 251,848 24,761 0.14% 0.05% 23 +125,726 99.69% Q4 2025 Jan 29, 2026
Pictet North America Advisors SA History Added to 224,873 22,109 2.1% 2.04% 24 +41 0.02% Q4 2025 Jan 16, 2026
HARBOUR INVESTMENTS, INC. History Added to 217,797 21,413 0.43% 0.45% 25 +10,445 5.04% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Reduced 215,597 21,197 0.1% 0.12% 26 -26,263 -10.86% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 214,316 21,072 0.05% 0.02% 27 +121,975 132.09% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 204,989 20,154 0.14% 0.12% 28 +36,530 21.68% Q4 2025 Feb 17, 2026
Next Level Private LLC History Added to 202,285 19,888 5.21% 5.35% 29 +14,698 7.84% Q4 2025 Jan 07, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 198,026 19,470 10.47% 10.46% 30 +3,498 1.8% Q4 2025 Jan 28, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 177,688 17,470 1.14% 1.15% 31 0 0.0% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 155,617 15,300 0.0% 0.0% 32 +21,744 16.24% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Added to 155,164 15,255 0.22% 0.18% 33 +4,974 3.31% Q4 2025 Feb 02, 2026
IHT Wealth Management, LLC History Reduced 154,386 15,179 0.37% 0.55% 34 -72,283 -31.89% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 146,891 14,442 0.05% 0.05% 35 +41,813 39.79% Q4 2025 Feb 18, 2026
Presidio Capital Management, LLC History Reduced 144,523 14,209 4.27% 4.93% 36 -971 -0.67% Q4 2025 Jan 15, 2026
Parkside Investments, LLC History Reduced 139,455 13,711 1.73% 1.72% 37 -2,830 -1.99% Q4 2025 Feb 09, 2026
Proficio Capital Partners LLC History Reduced 137,566 13,525 0.95% 0.93% 38 -2,630 -1.88% Q4 2025 Feb 12, 2026
Frederick Financial Consultants, LLC History Reduced 136,896 13,459 7.37% 7.5% 39 -1,489 -1.08% Q4 2025 Feb 10, 2026
Comprehensive Wealth Management, LLC History Added to 134,738 13,247 7.81% 5.02% 40 +61,464 83.88% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 123,040 12,097 0.07% 0.06% 41 +6,566 5.64% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 120,410 11,838 0.13% 0.13% 42 +10,105 9.16% Q4 2025 Jan 20, 2026
TRUIST FINANCIAL CORP History Added to 116,684 11,472 0.02% 0.01% 43 +39,257 50.7% Q4 2025 Feb 02, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History New 108,743 10,691 1.46% 44 +108,743 New Q4 2025 Jan 23, 2026
Crumly & Associates Inc. History Added to 107,724 10,591 2.22% 2.16% 45 +5,561 5.44% Q4 2025 Jan 14, 2026
US BANCORP \DE\ History Reduced 100,621 9,893 0.01% 0.01% 46 -155 -0.15% Q4 2025 Jan 30, 2026
Atlas Wealth LLC History Added to 100,463 9,877 3.0% 3.1% 47 +1,204 1.21% Q4 2025 Feb 05, 2026
N.E.W. Advisory Services LLC History Added to 99,184 9,751 0.72% 0.13% 48 +84,702 584.88% Q4 2025 Jan 28, 2026
Rockport Wealth LLC History New 97,377 9,574 1.86% 49 +97,377 New Q4 2025 Feb 06, 2026
Riggs Asset Managment Co. Inc. History Added to 97,101 9,546 1.93% 1.16% 50 +41,656 75.13% Q4 2025 Jan 29, 2026
PRUDENTIAL PLC History Added to 92,426 9,087 0.07% 0.05% 51 +27,926 43.3% Q4 2025 Feb 11, 2026
Symphony Financial Services, Inc. History Added to 86,190 8,474 4.34% 4.0% 52 +9,254 12.03% Q4 2025 Feb 12, 2026
Fiduciary Planning LLC History Reduced 85,580 8,414 2.55% 2.53% 53 -180 -0.21% Q4 2025 Jan 22, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 85,384 8,394 6.63% 54 +85,384 New Q4 2025 Feb 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 79,338 8,386 0.01% 0.01% 55 +18,426 30.25% Q4 2025 Jan 08, 2026
Prospera Financial Services Inc History Reduced 84,679 8,328 0.14% 0.15% 56 -6,015 -6.63% Q4 2025 Feb 09, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 83,322 8,192 1.72% 1.34% 57 +20,550 32.74% Q4 2025 Jan 07, 2026
Envestnet Portfolio Solutions, Inc. History Added to 83,192 8,179 0.03% 0.03% 58 +1,308 1.6% Q4 2025 Feb 06, 2026
THRYVE WEALTH MANAGEMENT LLC History New 82,715 8,132 4.02% 59 +82,715 New Q4 2025 Feb 25, 2026
Advisory Services Network, LLC History Reduced 81,497 8,012 0.11% 0.14% 60 -17,831 -17.95% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 80,411 7,905 0.0% 0.0% 61 +20,339 33.86% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 78,818 7,749 0.84% 0.52% 62 +30,946 64.64% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 78,118 7,681 0.02% 0.02% 63 +1,097 1.42% Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History New 78,107 7,679 0.17% 64 +78,107 New Q4 2025 Feb 05, 2026
Investors Portfolio Services LLC History New 75,209 7,394 6.66% 65 +75,209 New Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 74,380 7,313 0.23% 0.2% 66 +12,127 19.48% Q4 2025 Jan 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 73,738 7,249 0.09% 0.08% 67 +10,155 15.97% Q4 2025 Jan 29, 2026
Jaffetilchin Investment Partners, LLC History Reduced 72,734 7,151 0.42% 0.42% 68 -24 -0.03% Q4 2025 Jan 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 72,605 7,138 0.34% 0.23% 69 +18,773 34.87% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Added to 69,808 6,863 0.13% 0.16% 70 +2,208 3.27% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 69,389 6,822 0.05% 0.04% 71 +19,905 40.23% Q4 2025 Jan 26, 2026
FAGAN ASSOCIATES, INC. History Added to 67,869 6,672 0.89% 0.88% 72 +1,638 2.47% Q4 2025 Jan 30, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 65,928 6,482 4.08% 73 +65,928 New Q4 2025 Feb 27, 2026
SMITH, MOORE & CO. History Added to 65,154 6,405 0.48% 0.48% 74 +118 0.18% Q4 2025 Jan 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 65,025 6,393 0.38% 0.38% 75 -2,161 -3.22% Q4 2025 Jan 20, 2026
&PARTNERS History Added to 64,284 6,320 0.03% 0.02% 76 +26,853 71.74% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Reduced 63,824 6,275 0.33% 0.34% 77 -268 -0.42% Q4 2025 Mar 04, 2026
TradeWell Securities, LLC. History Added to 62,035 6,099 2.37% 2.28% 78 +5,944 10.6% Q4 2025 Feb 09, 2026
Guided Capital Wealth Management, LLC History Added to 61,920 6,087 4.27% 4.61% 79 +6,321 11.37% Q4 2025 Jan 15, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 61,712 6,067 1.19% 1.22% 80 0 0.0% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 54,098 6,064 0.52% 0.5% 81 -2,531 -4.47% Q4 2025 Jan 20, 2026
Quadcap Wealth Management, LLC History Added to 60,462 5,944 0.68% 0.66% 82 +2,152 3.69% Q4 2025 Jan 29, 2026
WPG Advisers, LLC History Added to 58,444 5,746 4.26% 3.97% 83 +5,446 10.28% Q4 2025 Jan 28, 2026
Elmwood Wealth Management, Inc. History Added to 58,203 5,722 1.81% 1.95% 84 +1,213 2.13% Q4 2025 Jan 08, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Added to 57,126 5,616 3.27% 3.23% 85 +1,355 2.43% Q4 2025 Jan 28, 2026
Cascade Financial Partners, LLC History Added to 56,561 5,561 0.56% 0.58% 86 +4,255 8.13% Q4 2025 Feb 06, 2026
tru Independence LLC History Added to 54,527 5,361 1.35% 1.35% 87 +846 1.58% Q4 2025 Jan 22, 2026
PCG Wealth Advisors, LLC History Added to 54,109 5,320 1.51% 1.48% 88 +1,488 2.83% Q4 2025 Feb 05, 2026
NWAM LLC History Added to 47,114 5,294 0.3% 0.22% 89 +5,915 14.36% Q4 2025 Feb 04, 2026
Mach-1 Financial Group, LLC History New 53,381 5,248 1.08% 90 +53,381 New Q4 2025 Feb 06, 2026
Dakota Wealth Management History New 53,241 5,234 0.09% 91 +53,241 New Q4 2025 Jan 13, 2026
Western Wealth Management, LLC History Added to 53,091 5,219 0.24% 0.19% 92 +14,874 38.92% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Added to 51,555 5,068 0.09% 0.07% 93 +12,415 31.72% Q4 2025 Jan 22, 2026
Prosperity Financial Group, Inc. History Added to 51,191 5,033 1.81% 1.76% 94 +1,511 3.04% Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Added to 48,903 4,808 0.0% 0.0% 95 +42,104 619.27% Q4 2025 Feb 10, 2026
Gaddis Premier Wealth Advisors LLC History New 48,777 4,795 3.64% 96 +48,777 New Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 48,125 4,731 0.13% 0.12% 97 +2,776 6.12% Q4 2025 Jan 30, 2026
WealthBridge Capital Management, LLC History Added to 47,898 4,709 1.07% 0.96% 98 +5,789 13.75% Q4 2025 Jan 21, 2026
PECAUT & CO. History Reduced 47,347 4,655 1.5% 1.49% 99 -567 -1.18% Q4 2025 Feb 10, 2026
Fortis Advisors, LLC History Reduced 46,807 4,602 2.5% 2.62% 100 -1,441 -2.99% Q4 2025 Feb 10, 2026
MRA Advisory Group History Reduced 45,785 4,501 1.89% 1.98% 101 -1,110 -2.37% Q4 2025 Jan 16, 2026
Focus Financial Network, Inc. History Reduced 45,141 4,438 0.15% 0.16% 102 -2,529 -5.31% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Added to 45,092 4,433 0.01% 0.01% 103 +13,550 42.96% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 44,678 4,392 0.15% 0.13% 104 +6,392 16.7% Q4 2025 Jan 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 44,454 4,370 0.07% 0.04% 105 +21,082 90.2% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Added to 44,091 4,335 0.05% 0.01% 106 +34,797 374.4% Q4 2025 Feb 05, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 43,715 4,298 0.28% 0.28% 107 -213 -0.48% Q4 2025 Feb 04, 2026
Concorde Asset Management, LLC History Reduced 43,175 4,244 1.7% 1.9% 108 -3,742 -7.98% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 42,888 4,216 0.28% 0.24% 109 +7,433 20.96% Q4 2025 Feb 20, 2026
ARVEST INVESTMENTS, INC. History Added to 42,837 4,211 0.59% 0.58% 110 +1,272 3.06% Q4 2025 Jan 20, 2026
Oxford Wealth Group, LLC History New 42,742 4,202 2.04% 111 +42,742 New Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 41,812 4,110 0.08% 0.09% 112 -172 -0.41% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 41,207 4,051 0.24% 0.23% 113 +2,537 6.56% Q4 2025 Feb 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 41,135 4,044 0.06% 0.11% 114 -32,193 -43.9% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Reduced 40,383 3,970 0.15% 0.26% 115 -1,024 -2.47% Q4 2025 Feb 04, 2026
Hobart Private Capital, LLC History Added to 39,924 3,925 0.77% 0.8% 116 +185 0.47% Q4 2025 Jan 27, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 39,784 3,911 1.21% 1.53% 117 +2,045 5.42% Q4 2025 Jan 08, 2026
RFG Advisory, LLC History Added to 38,811 3,815 0.07% 0.04% 118 +19,909 105.33% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Added to 38,293 3,764 0.07% 0.06% 119 +9,038 30.89% Q4 2025 Jan 14, 2026
AMERIPRISE FINANCIAL INC History Added to 38,283 3,763 0.0% 0.0% 120 +29,275 324.99% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 38,145 3,750 0.06% 0.08% 121 +1,159 3.13% Q4 2025 Feb 19, 2026
STEPHENS INC /AR/ History Added to 37,867 3,723 0.05% 0.03% 122 +11,544 43.86% Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 37,795 3,716 0.3% 0.27% 123 +5,047 15.41% Q4 2025 Jan 23, 2026
Garden State Investment Advisory Services LLC History Reduced 36,956 3,633 0.8% 1.04% 124 -11,278 -23.38% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 40,746 3,617 0.09% 0.08% 125 -4,837 -10.61% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 36,254 3,564 0.08% 0.08% 126 +1,025 2.91% Q4 2025 Feb 02, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 36,076 3,547 1.78% 1.92% 127 -1,455 -3.88% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Reduced 35,753 3,515 0.04% 0.07% 128 -4,530 -11.25% Q4 2025 Jan 29, 2026
ARQ WEALTH ADVISORS, LLC History Added to 35,533 3,493 0.94% 0.94% 129 +2,777 8.48% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 35,423 3,482 0.04% 0.04% 130 +1,201 3.51% Q4 2025 Feb 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 35,402 3,480 0.24% 0.19% 131 +6,989 24.6% Q4 2025 Feb 03, 2026
Proactive Wealth Strategies LLC History Reduced 35,152 3,456 1.37% 1.49% 132 -576 -1.61% Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 34,548 3,396 0.46% 133 +34,548 New Q4 2025 Feb 09, 2026
VestGen Advisors, LLC History New 34,473 3,389 0.14% 134 +34,473 New Q4 2025 Feb 17, 2026
JBR Co Financial Management Inc History Added to 34,345 3,376 1.41% 1.3% 135 +2,539 7.98% Q4 2025 Jan 06, 2026
Rooted Wealth Advisors, Inc. History Added to 29,322 3,330 0.94% 0.71% 136 +5,472 22.94% Q4 2025 Feb 09, 2026
Cornerstone Wealth Management, LLC History Added to 33,444 3,288 0.17% 0.14% 137 +6,673 24.93% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 33,107 3,255 0.01% 0.0% 138 +980 3.05% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 32,972 3,241 0.04% 0.03% 139 -1,106 -3.25% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 32,712 3,216 0.09% 0.07% 140 +11,497 54.19% Q4 2025 Feb 12, 2026
Banque Cantonale Vaudoise History Added to 32,150 3,161 0.11% 0.03% 141 +22,500 233.16% Q4 2025 Feb 06, 2026
D.A. DAVIDSON & CO. History Added to 31,818 3,128 0.02% 0.02% 142 +925 2.99% Q4 2025 Jan 29, 2026
LANE BROTHERS & CO INC History New 31,256 3,073 2.22% 143 +31,256 New Q4 2025 Mar 13, 2026
Main Street Financial Solutions, LLC History Added to 31,075 3,055 0.23% 0.18% 144 +1,384 4.66% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 30,809 3,029 0.0% 0.0% 145 +20,104 187.8% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 30,776 3,025 0.45% 0.46% 146 +467 1.54% Q4 2025 Jan 08, 2026
BANQUE PICTET & CIE SA History Added to 30,000 2,949 0.02% 0.01% 147 +5,000 20.0% Q4 2025 Jan 16, 2026
COMERICA BANK History Reduced 29,636 2,913 0.01% 0.01% 148 -2,025 -6.4% Q4 2025 Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 29,231 2,874 0.06% 0.05% 149 +1,832 6.69% Q4 2025 Feb 12, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 28,204 2,863 3.7% 4.59% 150 -3,024 -9.68% Q4 2025 Jan 07, 2026
ABLE Financial Group, LLC History Added to 29,080 2,859 0.58% 0.6% 151 +296 1.03% Q4 2025 Jan 23, 2026
PARK NATIONAL CORP /OH/ History Added to 28,954 2,846 0.09% 0.08% 152 +4,051 16.27% Q4 2025 Jan 05, 2026
AssuredPartners Investment Advisors, LLC History Added to 28,772 2,828 0.42% 0.12% 153 +23,218 418.04% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 28,067 2,759 0.02% 0.0% 154 +28,008 47471.19% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 26,842 2,639 0.02% 0.01% 155 +4,604 20.7% Q4 2025 Jan 26, 2026
Maltin Wealth Management, Inc. History Added to 26,521 2,607 1.04% 1.0% 156 +1,613 6.48% Q4 2025 Jan 15, 2026
APS Management Group, Inc. History Added to 25,384 2,496 2.14% 2.12% 157 +640 2.59% Q4 2025 Jan 28, 2026
First Heartland Consultants, Inc. History Added to 25,269 2,484 0.19% 0.19% 158 +1,208 5.02% Q4 2025 Jan 09, 2026
Investment Advisory Services Group LLC History New 24,766 2,434 2.16% 159 +24,766 New Q4 2025 Feb 04, 2026
Gallagher Fiduciary Advisors, LLC History New 24,375 2,396 0.08% 160 +24,375 New Q4 2025 Feb 17, 2026
Smith Thornton Advisors LLC History Added to 24,033 2,362 1.2% 1.22% 161 +17 0.07% Q4 2025 Jan 14, 2026
VIAWEALTH, LLC History Added to 23,631 2,323 1.31% 1.25% 162 +6 0.03% Q4 2025 Feb 10, 2026
Stegent Equity Advisors, Inc. History Added to 23,316 2,292 1.79% 1.79% 163 +557 2.45% Q4 2025 Jan 14, 2026
Ausdal Financial Partners, Inc. History Added to 23,297 2,290 0.11% 0.08% 164 +6,067 35.21% Q4 2025 Feb 13, 2026
Per Stirling Capital Management, LLC. History Added to 23,240 2,284 0.26% 0.12% 165 +12,624 118.91% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. History Added to 22,996 2,260 0.63% 0.64% 166 +506 2.25% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History Added to 22,809 2,242 0.0% 0.0% 167 +11,269 97.65% Q4 2025 Feb 12, 2026
Key Client Fiduciary Advisors, LLC History Added to 22,371 2,199 0.75% 0.62% 168 +2,856 14.63% Q4 2025 Jan 28, 2026
Creative Planning History Added to 22,140 2,176 0.0% 0.0% 169 +2,925 15.22% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 22,127 2,175 0.12% 0.12% 170 +1,372 6.61% Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 21,789 2,169 0.15% 0.11% 171 +5,904 37.17% Q4 2025 Jan 15, 2026
Fearless Solutions, LLC dba Best Invest History Added to 22,018 2,164 1.31% 0.9% 172 +7,490 51.56% Q4 2025 Jan 20, 2026
Sun Financial Inc History New 21,288 2,092 1.17% 173 +21,288 New Q4 2025 Feb 02, 2026
Triumph Capital Management History New 21,265 2,090 0.45% 174 +21,265 New Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 20,392 2,004 0.41% 0.41% 175 +2,017 10.98% Q4 2025 Feb 11, 2026
Symphony Financial, Ltd. Co. History Reduced 19,962 1,987 0.27% 0.23% 176 -48 -0.24% Q4 2025 Feb 11, 2026
Asset One Wealth Management LLC History New 17,497 1,968 0.27% 177 +17,497 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 19,101 1,878 0.02% 0.02% 178 -1,903 -9.06% Q4 2025 Jan 05, 2026
Creekside Partners History Added to 19,019 1,869 0.79% 0.81% 179 +11 0.06% Q4 2025 Feb 13, 2026
RiverTree Advisors, LLC History Added to 18,922 1,860 1.19% 0.77% 180 +6,544 52.87% Q4 2025 Jan 15, 2026
Warner Group LLC History Added to 18,814 1,849 1.14% 0.58% 181 +10,049 114.65% Q4 2025 Feb 06, 2026
Cerity Partners LLC History New 18,640 1,832 0.0% 182 +18,640 New Q4 2025 Feb 11, 2026
Global Assets Advisory, LLC History Added to 18,578 1,826 0.52% 0.5% 183 +1,030 5.87% Q4 2025 Feb 09, 2026
World Investment Advisors History Reduced 18,261 1,795 0.03% 0.04% 184 -818 -4.29% Q4 2025 Mar 12, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 18,010 1,770 0.06% 0.11% 185 -5,805 -24.38% Q4 2025 Feb 09, 2026
Intrua Financial, LLC History Reduced 17,962 1,766 0.19% 0.19% 186 -14 -0.08% Q4 2025 Feb 05, 2026
Hyposwiss Advisors SA History New 17,664 1,736 1.7% 187 +17,664 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 17,355 1,706 0.05% 188 +17,355 New Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 17,284 1,699 0.08% 0.05% 189 +8,202 90.31% Q4 2025 Jan 28, 2026
PKS Advisory Services, LLC History Added to 17,217 1,692 0.39% 0.28% 190 +3,110 22.05% Q4 2025 Feb 02, 2026
Eldridge Investment Advisors, Inc. History Added to 16,823 1,654 0.36% 0.36% 191 +625 3.86% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 16,787 1,650 0.21% 0.22% 192 +886 5.57% Q4 2025 Feb 04, 2026
EP Wealth Advisors, LLC History New 16,745 1,646 0.01% 193 +16,745 New Q4 2025 Feb 18, 2026
Gotham Asset Management, LLC History Added to 16,651 1,637 0.01% 0.0% 194 +10,180 157.32% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 16,413 1,613 0.02% 0.0% 195 +13,646 493.17% Q4 2025 Feb 10, 2026
Insight Wealth Partners, LLC History Added to 16,137 1,586 0.22% 0.46% 196 +357 2.26% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History No change 15,722 1,545 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 13, 2026
Harvest Investment Services, LLC History Added to 15,709 1,544 0.29% 0.27% 198 +1,812 13.04% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 15,668 1,540 0.0% 0.0% 199 +5,509 54.23% Q4 2025 Feb 13, 2026
Benchmark Financial, LLC History New 15,635 1,537 1.53% 200 +15,635 New Q4 2025 Jan 27, 2026
Global Retirement Partners, LLC History Added to 15,231 1,497 0.03% 0.03% 201 +1,558 11.39% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 15,215 1,495 0.01% 202 +15,215 New Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 15,171 1,491 0.01% 0.01% 203 +4,367 40.42% Q4 2025 Feb 13, 2026
Cambridge Advisors Inc. History Added to 15,149 1,489 0.28% 0.17% 204 +5,944 64.57% Q4 2025 Jan 21, 2026
MGO ONE SEVEN LLC History Added to 15,136 1,488 0.03% 0.03% 205 +1,382 10.05% Q4 2025 Feb 03, 2026
Aurora Private Wealth, Inc. History New 15,235 1,486 0.98% 206 +15,235 New Q4 2025 Feb 02, 2026
Total Clarity Wealth Management, Inc. History Added to 14,737 1,448 0.35% 0.33% 207 +1,928 15.05% Q4 2025 Feb 02, 2026
Wealth Watch Advisors, INC History Added to 14,598 1,435 0.53% 0.11% 208 +11,821 425.68% Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Added to 14,366 1,412 0.51% 0.36% 209 +4,537 46.16% Q4 2025 Feb 05, 2026
Ignite Planners, LLC History Added to 12,694 1,398 0.21% 0.16% 210 +2,862 29.11% Q4 2025 Feb 06, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 13,890 1,365 0.29% 0.3% 211 -444 -3.1% Q4 2025 Jan 21, 2026
Arista Wealth Management, LLC History Reduced 13,822 1,358 0.17% 0.17% 212 -356 -2.51% Q4 2025 Feb 09, 2026
Inscription Capital, LLC History Added to 13,751 1,352 0.14% 0.07% 213 +7,401 116.55% Q4 2025 Jan 29, 2026
GUERRA PAN ADVISORS, LLC History Added to 13,537 1,330 0.79% 0.79% 214 +108 0.8% Q4 2025 Jan 13, 2026
CreativeOne Wealth, LLC History Added to 13,397 1,317 0.03% 0.03% 215 +219 1.66% Q4 2025 Feb 13, 2026
Well Done, LLC History No change 13,174 1,295 0.19% 0.22% 216 0 0.0% Q4 2025 Jan 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 13,165 1,294 0.0% 217 +13,165 New Q4 2025 Feb 13, 2026
HANOVER ADVISORS INC History Added to 13,083 1,286 0.5% 0.44% 218 +1,379 11.78% Q4 2025 Feb 17, 2026
Catalyst Investment Management LLC History New 13,042 1,282 1.21% 219 +13,042 New Q4 2025 Feb 20, 2026
B. Riley Wealth Advisors, Inc. History Added to 12,985 1,276 0.06% 0.03% 220 +6,972 115.95% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 12,881 1,266 0.05% 0.03% 221 +6,263 94.64% Q4 2025 Feb 12, 2026
Tempus Wealth Planning, LLC History Added to 12,600 1,238 0.28% 0.2% 222 +3,530 38.92% Q4 2025 Jan 16, 2026
Bleakley Financial Group, LLC History Added to 12,305 1,209 0.02% 0.03% 223 +510 4.32% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 11,988 1,178 0.0% 0.0% 224 -2,462 -17.04% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 11,950 1,174 0.05% 0.07% 225 -3,529 -22.8% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 11,900 1,170 0.0% 0.0% 226 -8,800 -42.51% Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Added to 11,681 1,148 0.17% 0.15% 227 +1,244 11.92% Q4 2025 Feb 10, 2026
Perissos Private Wealth Management, LLC History Added to 11,360 1,116 0.96% 0.73% 228 +1,056 10.25% Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History New 11,285 1,109 0.05% 229 +11,285 New Q4 2025 Jan 20, 2026
Accel Wealth Management History Added to 11,146 1,095 0.3% 0.22% 230 +3,433 44.51% Q4 2025 Jan 20, 2026
Sequent Planning LLC History New 10,995 1,081 0.28% 231 +10,995 New Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Added to 10,882 1,069 0.03% 0.02% 232 +944 9.5% Q4 2025 Jan 28, 2026
Summit Financial, LLC History Added to 10,864 1,068 0.02% 0.01% 233 +2,347 27.56% Q4 2025 Feb 13, 2026
KINTRA WEALTH, LLC History New 10,849 1,066 0.15% 234 +10,849 New Q4 2025 Feb 18, 2026
Legacy Wealth Managment, LLC/ID History Added to 10,807 1,062 0.51% 0.27% 235 +4,627 74.87% Q4 2025 Feb 03, 2026
Sowell Financial Services LLC History Added to 10,693 1,051 0.04% 0.04% 236 +497 4.87% Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History Added to 10,419 1,024 0.04% 0.04% 237 +23 0.22% Q4 2025 Jan 27, 2026
Sound View Wealth Advisors Group, LLC History Added to 10,085 991 0.07% 0.05% 238 +2,379 30.87% Q4 2025 Jan 08, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 10,071 990 0.39% 0.39% 239 -73 -0.72% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 9,910 974 0.83% 0.48% 240 -36,831 -78.8% Q4 2025 Feb 06, 2026
BEARING POINT CAPITAL, LLC History Added to 9,810 964 0.15% 0.12% 241 +2,459 33.45% Q4 2025 Feb 10, 2026
Mirador Capital Partners LP History Added to 9,795 963 0.13% 0.11% 242 +1,836 23.07% Q4 2025 Jan 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 9,756 959 0.05% 0.05% 243 +1,691 20.97% Q4 2025 Jan 26, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 9,725 956 0.08% 244 +9,725 New Q4 2025 Feb 12, 2026
TrueWealth Advisors, LLC History Added to 9,353 919 0.24% 0.17% 246 +3,005 47.34% Q4 2025 Jan 07, 2026
Quad-Cities Investment Group, LLC History Added to 9,356 919 0.38% 0.37% 245 +442 4.96% Q4 2025 Jan 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 9,320 916 0.45% 0.37% 248 +2,367 34.04% Q4 2025 Jan 30, 2026
Gladstone Institutional Advisory LLC History Added to 9,326 916 0.03% 0.03% 247 +1,563 20.13% Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History Added to 9,304 914 0.1% 0.1% 249 +1,508 19.34% Q4 2025 Feb 11, 2026
Capital Wealth Alliance, LLC History Reduced 7,571 907 0.39% 0.38% 250 -332 -4.2% Q4 2025 Feb 17, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 8,930 906 0.54% 0.63% 251 -2,316 -20.59% Q4 2025 Jan 06, 2026
Trueblood Wealth Management, LLC History Added to 9,211 905 0.35% 0.35% 252 +2 0.02% Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History New 9,131 897 0.0% 253 +9,131 New Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Added to 9,077 892 0.15% 0.08% 254 +4,511 98.8% Q4 2025 Feb 12, 2026
Global View Capital Management LLC History Added to 9,052 889 0.17% 0.19% 255 +31 0.34% Q4 2025 Jan 14, 2026
NewEdge Wealth, LLC History Reduced 9,038 888 0.01% 0.01% 256 -64 -0.7% Q4 2025 Feb 03, 2026
Snowden Capital Advisors LLC History Added to 8,809 866 0.02% 0.02% 257 +1,207 15.88% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 8,804 865 0.1% 258 +8,804 New Q4 2025 Feb 13, 2026
Altus Wealth Group LLC History Added to 8,798 865 0.35% 0.35% 259 +42 0.48% Q4 2025 Feb 13, 2026
Guardian Capital, LLC History New 8,720 857 0.77% 260 +8,720 New Q4 2025 Feb 05, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 8,692 854 0.72% 0.67% 262 +189 2.22% Q4 2025 Jan 20, 2026
Sierra Capital LLC History No change 8,685 854 0.09% 0.09% 261 0 0.0% Q4 2025 Feb 18, 2026
Robertson Stephens Wealth Management, LLC History New 8,636 849 0.02% 263 +8,636 New Q4 2025 Feb 02, 2026
LaSalle St. Investment Advisors, LLC History Added to 8,551 840 0.14% 0.14% 264 +251 3.02% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 8,483 834 0.0% 0.0% 265 +750 9.7% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History New 8,480 833 0.01% 266 +8,480 New Q4 2025 Feb 17, 2026
Benson Wealth Management INC History New 8,429 828 0.92% 267 +8,429 New Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,383 824 0.03% 0.03% 268 +255 3.14% Q4 2025 Feb 13, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 8,347 820 0.38% 0.41% 269 -228 -2.66% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 8,315 817 0.01% 0.0% 270 +5,507 196.12% Q4 2025 Feb 09, 2026
Signature Equity Partners, LLC History New 8,260 812 0.45% 271 +8,260 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 8,248 811 0.02% 0.01% 272 +4,476 118.66% Q4 2025 Feb 11, 2026
Verdence Capital Advisors LLC History New 8,212 807 0.05% 273 +8,212 New Q4 2025 Jan 29, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 8,152 801 0.08% 0.07% 274 +539 7.08% Q4 2025 Jan 20, 2026
Cambria Investment Management, L.P. History New 8,133 799 0.05% 275 +8,133 New Q4 2025 Feb 17, 2026
Empowered Funds, LLC History New 8,133 799 0.01% 276 +8,133 New Q4 2025 Feb 18, 2026
Y-Intercept (Hong Kong) Ltd History Added to 7,945 781 0.02% 0.02% 277 +1,189 17.6% Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Added to 7,550 742 0.14% 0.11% 278 +1,912 33.91% Q4 2025 Jan 22, 2026
CENTAURUS FINANCIAL, INC. History Added to 7,531 740 0.03% 0.03% 279 +218 2.98% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History New 7,504 736 0.0% 280 +7,504 New Q4 2025 Feb 10, 2026
Crusonia Wealth Advisors LLC History New 7,231 710 0.16% 281 +7,231 New Q4 2025 Feb 18, 2026
Waterfront Wealth Inc. History Added to 6,282 707 0.13% 0.12% 282 +50 0.8% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 7,129 700 0.04% 0.12% 283 -11,776 -62.29% Q4 2025 Feb 06, 2026
Moors & Cabot, Inc. History Added to 7,104 698 0.03% 0.02% 284 +2,127 42.74% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 7,109 698 0.07% 0.05% 285 +1,852 35.23% Q4 2025 Feb 11, 2026
Redhawk Wealth Advisors, Inc. History New 6,971 685 0.08% 286 +6,971 New Q4 2025 Jan 14, 2026
Visionary Wealth Advisors History Added to 6,839 672 0.03% 0.01% 287 +3,949 136.64% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 6,676 656 0.01% 0.01% 288 +8 0.12% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Added to 6,646 653 0.02% 0.02% 289 +1,067 19.13% Q4 2025 Jan 13, 2026
Independent Wealth Network Inc. History Added to 6,191 608 0.19% 0.17% 290 +583 10.4% Q4 2025 Jan 26, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 6,165 605 0.0% 0.0% 291 +1,500 32.15% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 6,067 600 0.0% 0.0% 293 -2,206 -26.67% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History No change 6,107 600 0.01% 0.01% 292 0 0.0% Q4 2025 Feb 13, 2026
CASCADE INVESTMENT GROUP, INC. History No change 6,057 595 0.4% 0.39% 294 0 0.0% Q4 2025 Jan 22, 2026
WILLNER & HELLER, LLC History Added to 6,028 592 0.43% 0.39% 295 +803 15.37% Q4 2025 Jan 12, 2026
Csenge Advisory Group History Added to 6,005 590 0.03% 0.03% 296 +193 3.32% Q4 2025 Feb 06, 2026
Regal Investment Advisors LLC History Reduced 5,959 585 0.03% 0.07% 297 -5,811 -49.37% Q4 2025 Feb 17, 2026
Grantvest Financial Group LLC History Added to 5,873 577 0.37% 0.26% 298 +2,041 53.26% Q4 2025 Feb 02, 2026
Strategic Financial Concepts, LLC History Added to 5,802 570 0.52% 0.04% 299 +3,017 108.33% Q4 2025 Feb 09, 2026
Wagner Wealth Management, Corp History New 5,731 563 0.56% 301 +5,731 New Q4 2025 Feb 12, 2026
Archford Capital Strategies, LLC History Added to 5,727 563 0.07% 0.06% 300 +110 1.96% Q4 2025 Jan 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 5,664 556 0.03% 0.03% 302 +1,191 26.63% Q4 2025 Feb 10, 2026
ACT Advisors, LLC. History No change 5,621 552 0.22% 0.22% 303 0 0.0% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Added to 5,567 547 0.0% 0.0% 304 +867 18.45% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 5,458 536 0.04% 0.04% 305 +469 9.4% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 5,432 534 0.01% 0.0% 306 +3,682 210.4% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Added to 5,370 527 0.01% 0.0% 307 +3,230 150.93% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 5,274 518 0.01% 0.01% 308 +1,133 27.36% Q4 2025 Jan 23, 2026
Quantum Private Wealth, LLC History Added to 5,136 504 0.15% 0.11% 309 +1,266 32.71% Q4 2025 Feb 06, 2026
Hutchens & Kramer Investment Management Group, LLC History New 5,036 495 0.17% 310 +5,036 New Q4 2025 Jan 08, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 9,000 485 0.12% 0.03% 311 +7,800 650.0% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Reduced 4,935 485 0.01% 0.01% 312 -274 -5.26% Q4 2025 Jan 23, 2026
SUMMIT WEALTH GROUP LLC / CO History New 4,920 483 0.06% 313 +4,920 New Q4 2025 Feb 04, 2026
Betterment LLC History Added to 4,785 470 0.0% 0.0% 314 +419 9.6% Q4 2025 Feb 12, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 4,787 470 0.14% 0.14% 315 +135 2.9% Q4 2025 Jan 29, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 4,714 463 0.1% 0.15% 316 +210 4.66% Q4 2025 Feb 12, 2026
Darden Wealth Group Inc History Added to 4,701 462 0.22% 0.23% 317 +51 1.1% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History New 4,050 453 0.01% 318 +4,050 New Q4 2025 Jan 28, 2026
Capital Investment Advisory Services, LLC History Added to 4,521 444 0.03% 0.02% 319 +2,504 124.14% Q4 2025 Jan 21, 2026
Concentrum Wealth Management History New 4,488 441 0.12% 320 +4,488 New Q4 2025 Feb 04, 2026
Tidemark, LLC History Added to 4,461 438 0.12% 0.12% 321 +326 7.88% Q4 2025 Feb 10, 2026
PACIFIC SUN FINANCIAL CORP History Added to 4,450 437 0.21% 0.18% 322 +505 12.8% Q4 2025 Feb 05, 2026
CONDOR CAPITAL MANAGEMENT History Added to 4,419 434 0.04% 0.03% 323 +89 2.06% Q4 2025 Feb 06, 2026
SteelPeak Wealth, LLC History Reduced 4,407 433 0.01% 0.02% 325 -2,277 -34.07% Q4 2025 Jan 20, 2026
Apeiron RIA LLC History Added to 3,857 433 0.09% 0.08% 324 +72 1.9% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Added to 4,400 432 0.0% 0.0% 326 +2,100 91.3% Q4 2025 Feb 17, 2026
Spruce Point Capital Management, LLC History New 4,347 427 0.89% 327 +4,347 New Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 4,311 423 0.03% 0.02% 328 +165 3.98% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History New 4,300 422 0.0% 329 +4,300 New Q4 2025 Feb 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 4,051 398 0.13% 0.09% 330 +1,086 36.63% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Added to 4,043 397 0.03% 0.01% 331 +2,686 197.94% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 4,016 394 0.0% 0.0% 332 +1,382 52.47% Q4 2025 Jan 12, 2026
KKM Financial LLC History Added to 3,882 381 0.07% 0.08% 334 +1,113 40.2% Q4 2025 Feb 18, 2026
FIRST TRUST ADVISORS LP History Added to 3,877 381 0.0% 0.0% 333 +1,027 36.04% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,827 376 0.0% 0.0% 335 0 0.0% Q4 2025 Feb 10, 2026
Prime Capital Investment Advisors, LLC History Added to 3,763 369 0.0% 0.0% 336 +737 24.36% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 3,701 363 0.02% 0.03% 337 +656 21.54% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,644 358 0.0% 0.0% 338 +1,471 67.69% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 3,628 356 0.01% 0.08% 339 -28,228 -88.61% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 3,512 345 0.0% 0.0% 340 +757 27.48% Q4 2025 Feb 12, 2026
Second Line Capital, LLC History No change 3,516 345 0.07% 0.07% 341 0 0.0% Q4 2025 Feb 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,448 339 0.28% 0.34% 342 0 0.0% Q4 2025 Feb 10, 2026
Signal Advisors Wealth, LLC History Added to 3,437 337 0.03% 0.03% 343 +166 5.07% Q4 2025 Jan 13, 2026
UPTICK PARTNERS, LLC History Added to 3,390 333 0.07% 0.05% 345 +1,316 63.45% Q4 2025 Feb 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 3,389 333 0.0% 0.0% 344 -165 -4.64% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History No change 3,375 332 0.04% 0.04% 346 0 0.0% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History Added to 3,309 325 0.03% 0.03% 347 +426 14.78% Q4 2025 Feb 13, 2026
Plan Group Financial, LLC History New 3,300 324 0.08% 348 +3,300 New Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Added to 3,300 324 0.0% 0.0% 349 +300 10.0% Q4 2025 Mar 09, 2026
Fulcrum Equity Management History Reduced 3,283 322 0.31% 0.95% 350 -6,411 -66.13% Q4 2025 Jan 06, 2026
WealthTrust Asset Management, LLC History Reduced 3,261 320 0.22% 0.27% 351 -702 -17.71% Q4 2025 Feb 04, 2026
Narus Financial Partners, LLC History Added to 3,226 317 0.09% 0.08% 352 +35 1.1% Q4 2025 Feb 09, 2026
Nova Wealth Management, Inc. History Reduced 3,222 316 0.22% 0.24% 353 -240 -6.93% Q4 2025 Jan 14, 2026
Exit Wealth Advisors, LLC. History Added to 3,221 316 0.19% 0.2% 354 +140 4.54% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 3,193 313 0.01% 0.01% 355 -320 -9.11% Q4 2025 Feb 19, 2026
Barnes Wealth Management Group, Inc History Reduced 3,145 309 0.17% 0.17% 356 -105 -3.23% Q4 2025 Feb 24, 2026
FLAGSTAR ADVISORS INC History New 3,076 302 0.1% 357 +3,076 New Q4 2025 Jan 13, 2026
Savvy Advisors, Inc. History New 3,074 302 0.01% 358 +3,074 New Q4 2025 Jan 20, 2026
TSFG, LLC History Added to 3,033 298 0.04% 0.03% 359 +1,101 56.99% Q4 2025 Feb 04, 2026
Stirlingshire Investments, Inc. History New 2,929 288 0.26% 360 +2,929 New Q4 2025 Feb 11, 2026
Silver Grove Financial Group, Inc. History Added to 2,916 286 0.25% 0.27% 361 +1 0.03% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 2,855 280 0.01% 0.01% 362 +663 30.25% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,816 276 0.0% 0.0% 363 0 0.0% Q4 2025 Feb 06, 2026
Private Advisory Group LLC History Reduced 2,778 273 0.02% 0.03% 364 -587 -17.44% Q4 2025 Jan 15, 2026
Lincoln Capital LLC History Reduced 2,747 270 0.05% 0.05% 365 -20 -0.72% Q4 2025 Jan 08, 2026
Owen LaRue, LLC History Added to 2,635 259 0.1% 0.09% 366 +321 13.87% Q4 2025 Feb 05, 2026
Y.D. More Investments Ltd History Reduced 2,625 258 0.01% 0.02% 367 -975 -27.08% Q4 2025 Jan 21, 2026
Savior LLC History New 2,590 254 0.92% 368 +2,590 New Q4 2025 Jan 15, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 2,536 249 0.04% 369 +2,536 New Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 2,517 247 0.02% 370 +2,517 New Q4 2025 Feb 12, 2026
Turtle Creek Wealth Advisors, LLC History New 2,515 247 0.02% 371 +2,515 New Q4 2025 Jan 28, 2026
Procyon Advisors, LLC History No change 2,498 245 0.01% 0.01% 372 0 0.0% Q4 2025 Jan 07, 2026
WORLD EQUITY GROUP, INC. History Reduced 2,490 244 0.07% 0.8% 373 -33,936 -93.16% Q4 2025 Jan 12, 2026
Brookstone Capital Management History New 2,439 239 0.0% 374 +2,439 New Q4 2025 Jan 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2,428 238 0.19% 375 +2,428 New Q4 2025 Feb 11, 2026
Summit Investment Advisory Services, LLC History Added to 2,409 236 0.09% 0.09% 376 +127 5.57% Q4 2025 Feb 04, 2026
Prosperity Wealth Management, Inc. History New 2,387 234 0.08% 377 +2,387 New Q4 2025 Mar 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,373 233 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 12, 2026
Balboa Wealth Partners History New 2,352 231 0.04% 379 +2,352 New Q4 2025 Jan 16, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,338 229 0.0% 0.0% 380 +242 11.55% Q4 2025 Feb 02, 2026
Saxony Capital Management, LLC History Added to 2,315 227 0.14% 0.15% 381 +35 1.54% Q4 2025 Jan 15, 2026
Southland Equity Partners LLC History Added to 2,283 224 0.04% 0.04% 382 +19 0.84% Q4 2025 Jan 14, 2026
Register Financial Advisors LLC History Reduced 2,255 221 0.09% 0.09% 383 -30 -1.31% Q4 2025 Jan 21, 2026
Second Half Financial Partners, LLC History New 2,227 218 0.1% 385 +2,227 New Q4 2025 Jan 26, 2026
Revisor Wealth Management LLC History New 1,924 218 0.06% 384 +1,924 New Q4 2025 Jan 27, 2026
PATRON PARTNERS, LLC History New 2,209 217 0.1% 386 +2,209 New Q4 2025 Feb 11, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 2,205 216 0.08% 0.08% 387 -11 -0.5% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History New 2,173 213 0.0% 388 +2,173 New Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Reduced 2,104 206 0.01% 0.02% 389 -390 -15.64% Q4 2025 Feb 03, 2026
COZAD ASSET MANAGEMENT INC History New 2,093 205 0.02% 390 +2,093 New Q4 2025 Feb 13, 2026
Pacific Excel Wealth Advisors, Inc. History New 2,070 203 0.38% 391 +2,070 New Q4 2025 Feb 18, 2026
GoalVest Advisory LLC History Added to 1,782 175 0.03% 0.0% 392 +1,732 3464.0% Q4 2025 Jan 05, 2026
Archer Investment Corp History No change 1,700 167 0.04% 0.04% 393 0 0.0% Q4 2025 Jan 30, 2026
ORG Partners LLC History Added to 1,500 147 0.03% 0.02% 394 +50 3.45% Q4 2025 Jan 14, 2026
BANK OF MONTREAL /CAN/ History Added to 1,312 129 0.0% 0.0% 395 +42 3.31% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History New 1,190 117 0.02% 396 +1,190 New Q4 2025 Feb 11, 2026
WOLFF WIESE MAGANA LLC History Added to 1,181 116 0.06% 0.0% 397 +1,124 1971.93% Q4 2025 Jan 14, 2026
MGB Wealth Management, LLC History Added to 1,135 111 0.03% 0.03% 398 +1 0.09% Q4 2025 Feb 17, 2026
REAP Financial Group, LLC History Reduced 1,109 109 0.02% 0.03% 399 -107 -8.8% Q4 2025 Feb 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,007 99 0.03% 400 +1,007 New Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History New 837 95 0.0% 401 +837 New Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History No change 883 86 0.0% 0.0% 402 0 0.0% Q4 2025 Feb 09, 2026
Clark Wealth Partners History No change 815 80 0.05% 0.05% 403 0 0.0% Q4 2025 Feb 04, 2026
Morse Asset Management, Inc History Reduced 735 72 0.01% 0.01% 404 -3 -0.41% Q4 2025 Feb 03, 2026
Ankerstar Wealth, LLC History New 711 69 0.07% 405 +711 New Q4 2025 Feb 12, 2026
Caldwell Trust Co History New 700 68 0.01% 406 +700 New Q4 2025 Jan 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 685 67 0.01% 0.0% 407 +625 1041.67% Q4 2025 Feb 09, 2026
Financial Network Wealth Advisors LLC History Added to 622 61 0.06% 0.06% 408 +3 0.48% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 605 59 0.0% 0.0% 409 +198 48.65% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History New 544 54 0.0% 410 +544 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 537 52 0.0% 0.0% 411 +35 6.97% Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 510 51 0.02% 0.01% 412 +150 41.67% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 510 50 0.0% 0.0% 413 +145 39.73% Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History No change 509 50 0.0% 0.0% 414 0 0.0% Q4 2025 Jan 30, 2026
AMERIFLEX GROUP, INC. History Reduced 451 44 0.02% 0.03% 415 -451 -50.0% Q4 2025 Feb 18, 2026
TD Capital Management LLC History Added to 444 43 0.0% 0.0% 416 +51 12.98% Q4 2025 Feb 26, 2026
Pinnacle Bancorp, Inc. History Added to 438 43 0.01% 0.01% 417 +38 9.5% Q4 2025 Jan 22, 2026
Park Square Financial Group, LLC History New 482 37 0.22% 418 +482 New Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 337 33 0.0% 0.0% 419 0 0.0% Q4 2025 Jan 08, 2026
Cherry Tree Wealth Management, LLC History No change 345 33 0.01% 0.01% 420 0 0.0% Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History No change 330 32 0.01% 0.01% 421 0 0.0% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History New 319 31 0.0% 422 +319 New Q4 2025 Feb 09, 2026
Truvestments Capital LLC History New 315 30 0.01% 423 +315 New Q4 2025 Feb 13, 2026
Sankala Group LLC History New 256 30 0.02% 424 +256 New Q4 2025 Mar 02, 2026
Financial Gravity Asset Management, Inc. History Reduced 291 28 0.01% 0.05% 425 -2,467 -89.45% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History No change 288 28 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 05, 2026
Meramec Financial Planners, LLC History New 219 25 0.01% 427 +219 New Q4 2025 Feb 10, 2026
Field & Main Bank History No change 229 22 0.01% 0.01% 428 0 0.0% Q4 2025 Jan 28, 2026
Steigerwald, Gordon & Koch Inc. History No change 228 22 0.0% 0.0% 429 0 0.0% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History New 223 21 0.0% 431 +223 New Q4 2025 Jan 15, 2026
Larson Financial Group LLC History No change 222 21 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 06, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 163 16 0.01% 0.01% 432 +13 8.67% Q4 2025 Jan 14, 2026
EverSource Wealth Advisors, LLC History New 147 14 0.0% 434 +147 New Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 146 14 0.0% 433 +146 New Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 125 12 0.0% 0.01% 435 -702 -84.89% Q4 2025 Feb 12, 2026
CBIZ Investment Advisory Services, LLC History No change 103 10 0.0% 0.0% 436 0 0.0% Q4 2025 Feb 09, 2026
Lodestone Wealth Management LLC History New 98 9 0.0% 439 +98 New Q4 2025 Jan 15, 2026
SBI Securities Co., Ltd. History Reduced 96 9 0.0% 0.0% 438 -8 -7.69% Q4 2025 Feb 03, 2026
BARRETT & COMPANY, INC. History No change 101 9 0.0% 0.0% 437 0 0.0% Q4 2025 Jan 28, 2026
FIRST COMMUNITY TRUST NA History New 89 8 0.01% 440 +89 New Q4 2025 Jan 16, 2026
Wiser Advisor Group LLC History New 70 6 0.01% 441 +70 New Q4 2025 Feb 09, 2026
Davis Capital Management History No change 56 5 0.0% 0.0% 442 0 0.0% Q4 2025 Jan 28, 2026
Covestor Ltd History No change 46 5 0.0% 0.0% 443 0 0.0% Q4 2025 Feb 06, 2026
Operose Advisors LLC History New 42 4 0.0% 444 +42 New Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History New 31 3 0.0% 445 +31 New Q4 2025 Feb 12, 2026
Rossby Financial, LCC History New 11 1 0.0% 447 +11 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History No change 15 1 0.0% 0.0% 446 0 0.0% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Closed out 0 0 0.81% -48,517 -100.0% Q3 2025 Nov 10, 2025
GTS SECURITIES LLC History Closed out 0 0 0.14% -37,736 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.01% -9,237 -100.0% Q3 2025 Nov 13, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 0.08% -6,678 -100.0% Q3 2025 Oct 21, 2025
INTEGRITY WEALTH ADVISORS, INC. History Closed out 0 0 0.1% -2,938 -100.0% Q3 2025 Nov 14, 2025
RIA Advisory Group LLC History Closed out 0 0 0.06% -2,530 -100.0% Q3 2025 Dec 01, 2025
Belvedere Trading LLC History Closed out 0 0 0.0% -2,100 -100.0% Q3 2025 Oct 27, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -2,065 -100.0% Q3 2025 Nov 10, 2025
Main Street Group, LTD History Closed out 0 0 0.02% -662 -100.0% Q3 2025 Nov 07, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -626 -100.0% Q3 2025 Oct 21, 2025
Blue Trust, Inc. History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Oct 16, 2025
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -125 -100.0% Q3 2025 Nov 04, 2025
Realta Investment Advisors History Closed out 0 0 0.0% -125 -100.0% Q3 2025 Oct 23, 2025
HOWE & RUSLING INC History Closed out 0 0 0.0% -106 -100.0% Q3 2025 Nov 05, 2025
Bogart Wealth, LLC History Closed out 0 0 0.0% -93 -100.0% Q3 2025 Oct 27, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 0.01% -73 -100.0% Q3 2025 Nov 07, 2025
Indiana Trust & Investment Management Co History Closed out 0 0 0.0% -55 -100.0% Q3 2025 Oct 17, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Oct 21, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Oct 07, 2025
JONES FINANCIAL COMPANIES LLLP History New 9 0 +9 New Q4 2025 Feb 17, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -2 -100.0% Q3 2025 Nov 17, 2025
MCF Advisors LLC History No change 3 0 0 0.0% Q4 2025 Feb 11, 2026