ALPS ETF Trust - AMLP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Reduced 14,428,816 678,443 0.04% 0.04% 1 -615,627 -4.09% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,572,160 403,062 0.03% 0.03% 2 +256,290 3.08% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,047,351 331,366 0.06% 0.06% 3 -146,980 -2.04% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 7,010,723 329,644 0.04% 0.04% 4 -603,175 -7.92% Q4 2025 Mar 25, 2026
Allen Investment Management, LLC History Added to 3,751,091 176,376 1.95% 1.82% 5 +249,766 7.13% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 3,118,732 146,642 0.04% 0.04% 6 -53,996 -1.7% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 3,082,158 144,923 0.02% 0.02% 7 -147,843 -4.58% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,564,934 120,603 0.04% 0.04% 8 +17,122 0.67% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,260,149 106,273 0.02% — 9 +2,260,149 New Q4 2025 Feb 17, 2026
Creative Planning History Reduced 2,254,417 106,002 0.08% 0.08% 10 -7,073 -0.31% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 1,409,498 66,274 0.08% 0.07% 11 +211,540 17.66% Q4 2025 Jan 30, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,305,045 61,348 0.01% 0.02% 12 -232,016 -15.09% Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History Reduced 1,198,323 56,345 7.34% 7.63% 13 -198,804 -14.23% Q4 2025 Jan 21, 2026
STEPHENS INC /AR/ History Reduced 1,012,846 47,624 0.59% 0.65% 14 -71,197 -6.57% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Reduced 1,003,312 47,175 0.04% 0.05% 15 -63,771 -5.98% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 983,759 46,373 0.11% 0.11% 16 -5,118 -0.52% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 868,886 40,859 0.06% 0.07% 17 -118,809 -12.03% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 826,135 38,844 0.02% 0.03% 18 -114,949 -12.21% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Reduced 799,483 37,591 0.07% 0.08% 19 -116,183 -12.69% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 763,542 35,901 0.05% 0.04% 20 +65,682 9.41% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 753,681 35,438 0.0% 0.0% 21 +468,481 164.26% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 752,637 35,388 0.04% 0.04% 22 -82,411 -9.87% Q4 2025 Feb 06, 2026
Proficio Capital Partners LLC History Added to 718,380 33,778 2.37% 1.66% 23 +204,488 39.79% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 687,435 32,323 0.07% 0.07% 24 -29,543 -4.12% Q4 2025 Jan 23, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 681,709 32,053 0.01% 0.02% 25 -591,708 -46.47% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 552,000 25,955 0.0% 0.0% 26 +399,300 261.49% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 530,590 24,948 0.07% 0.07% 27 +3,489 0.66% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 518,319 24,371 0.13% — 28 +518,319 New Q4 2025 Feb 18, 2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO History No change 506,822 23,830 11.64% 12.26% 29 0 0.0% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History New 503,500 23,674 0.04% — 30 +503,500 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 496,967 23,367 0.05% 0.06% 31 -64,514 -11.49% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 492,027 23,135 0.03% 0.03% 32 -14,846 -2.93% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History Added to 476,492 22,404 0.23% 0.03% 33 +417,602 709.12% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 441,931 20,779 0.04% 0.04% 34 +4,717 1.08% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 434,195 20,285 0.03% 0.03% 35 +21,210 5.14% Q4 2025 Jan 08, 2026
CHOREO, LLC History Reduced 408,204 19,267 0.25% 0.26% 36 -12,454 -2.96% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 406,459 19,116 0.03% 0.0% 37 +381,190 1508.53% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 404,117 19,001 0.07% 0.1% 38 -70,502 -14.85% Q4 2025 Feb 18, 2026
Waratah Capital Advisors Ltd. History New 400,000 18,808 0.63% — 39 +400,000 New Q4 2025 Feb 09, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 392,396 18,450 4.44% 4.17% 40 +51,329 15.05% Q4 2025 Feb 17, 2026
Aprio Wealth Management, LLC History Added to 387,540 18,222 1.05% 1.68% 41 +27,641 7.68% Q4 2025 Jan 29, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 375,719 17,666 6.55% 6.29% 42 +23,317 6.62% Q4 2025 Jan 22, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 373,406 17,557 1.68% 1.61% 43 +47,217 14.48% Q4 2025 Jan 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 371,900 17,486 0.04% 0.06% 44 -97,600 -20.79% Q4 2025 Feb 10, 2026
FIRST AMERICAN TRUST, FSB History Reduced 362,252 17,033 1.17% 1.28% 45 -12,298 -3.28% Q4 2025 Feb 11, 2026
TRUE Private Wealth Advisors History Added to 354,031 16,646 1.67% 1.67% 46 +5,702 1.64% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 342,692 16,113 0.0% 0.0% 47 +248,028 262.01% Q4 2025 Feb 17, 2026
Violich Capital Management, Inc. History Added to 335,815 15,790 1.76% 1.52% 48 +64,425 23.74% Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 329,419 15,489 0.09% 0.1% 49 +10,048 3.15% Q4 2025 Jan 29, 2026
RS CRUM INC. History Added to 323,359 15,204 3.04% 3.27% 50 +9,688 3.09% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Added to 320,098 15,051 0.77% 0.78% 51 +999 0.31% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Reduced 317,701 14,938 0.02% 0.02% 52 -1,650 -0.52% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 308,582 14,510 0.24% 0.25% 53 -9,703 -3.05% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 298,989 14,058 0.04% 0.04% 54 -14,960 -4.77% Q4 2025 Feb 05, 2026
Trivium Point Advisory, LLC History Added to 287,063 13,497 1.36% 1.18% 55 +39,880 16.13% Q4 2025 Jan 26, 2026
Gateway Wealth Partners, LLC History Reduced 285,091 13,404 1.49% 1.87% 56 -9,819 -3.33% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 282,175 13,267 0.05% — 57 +282,175 New Q4 2025 Feb 05, 2026
WEALTH ALLIANCE, LLC History Reduced 274,965 12,928 1.27% 1.42% 58 -18,498 -6.3% Q4 2025 Feb 13, 2026
TECTONIC ADVISORS LLC History Reduced 268,336 12,617 0.67% 0.77% 59 -30,649 -10.25% Q4 2025 Jan 23, 2026
IronBridge Private Wealth, LLC History No change 263,983 12,388 3.92% 3.91% 60 0 0.0% Q4 2025 Feb 23, 2026
Summit Financial Wealth Advisors, LLC History Reduced 259,174 12,186 1.74% 2.42% 61 -73,956 -22.2% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 257,238 12,095 0.3% 0.26% 62 +41,186 19.06% Q4 2025 Feb 09, 2026
Nuveen, LLC History No change 253,147 11,902 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 247,500 11,637 0.87% 0.86% 64 +7,425 3.09% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Added to 242,784 11,415 0.08% 0.09% 65 +7,249 3.08% Q4 2025 Feb 12, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 242,111 11,384 3.04% 3.28% 66 -1,148 -0.47% Q4 2025 Feb 04, 2026
Truffle Hound Capital, LLC History No change 240,000 11,284 2.94% 3.15% 67 0 0.0% Q4 2025 Feb 13, 2026
Hilton Capital Management, LLC History Added to 238,681 11,222 0.85% 0.89% 68 +3,275 1.39% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Added to 226,260 10,638 0.94% 0.88% 69 +23,904 11.81% Q4 2025 Feb 04, 2026
Prime Capital Investment Advisors, LLC History Reduced 223,647 10,515 0.13% 0.13% 70 -833 -0.37% Q4 2025 Jan 21, 2026
North Star Investment Management Corp. History Added to 222,961 10,483 0.66% 0.61% 71 +21,778 10.82% Q4 2025 Jan 30, 2026
VISTA FINANCE, LLC History Reduced 221,153 10,398 6.88% 6.95% 72 -1,767 -0.79% Q4 2025 Jan 27, 2026
Private Advisor Group, LLC History Added to 216,906 10,198 0.05% 0.05% 73 +1,280 0.59% Q4 2025 Feb 17, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 215,274 10,122 0.65% 0.68% 74 -5,707 -2.58% Q4 2025 Jan 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 206,323 9,701 0.01% 0.01% 75 +16,001 8.41% Q4 2025 Feb 17, 2026
Granby Capital Management, LLC History New 200,000 9,404 5.02% — 76 +200,000 New Q4 2025 Feb 17, 2026
Elgethun Capital Management History Added to 188,564 8,866 1.53% 1.52% 77 +10,870 6.12% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 184,231 8,662 0.05% 0.04% 78 +56,146 43.83% Q4 2025 Jan 29, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 183,675 8,636 2.15% 2.24% 79 -6,225 -3.28% Q4 2025 Jan 22, 2026
Oak Harvest Investment Services History Added to 181,682 8,542 0.93% 0.92% 80 +14,412 8.62% Q4 2025 Jan 27, 2026
Williams Jones Wealth Management, LLC. History Reduced 180,905 8,506 0.1% 0.1% 81 -2,287 -1.25% Q4 2025 Feb 13, 2026
MUHLENKAMP & CO INC History Reduced 176,301 8,289 2.23% 2.25% 82 -420 -0.24% Q4 2025 Feb 04, 2026
CITIGROUP INC History Added to 175,970 8,274 0.0% 0.0% 83 +12,096 7.38% Q4 2025 Feb 13, 2026
BARD ASSOCIATES INC History Added to 172,527 8,112 2.08% 1.26% 84 +71,446 70.68% Q4 2025 Feb 13, 2026
Brick & Kyle, Associates History Reduced 172,307 8,102 2.87% 3.04% 85 -3,149 -1.79% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 170,189 8,002 0.62% 0.45% 86 +33,268 24.3% Q4 2025 Jan 23, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 160,871 7,787 0.52% 0.77% 87 -53,450 -24.94% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 165,031 7,759 0.17% 0.2% 88 -11,257 -6.39% Q4 2025 Jan 27, 2026
Kera Capital Partners, Inc. History Added to 154,355 7,722 0.95% 0.71% 89 +53,162 52.54% Q4 2025 Feb 23, 2026
DAVENPORT & Co LLC History Added to 162,254 7,629 0.04% 0.04% 90 +18,631 12.97% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 158,818 7,467 0.03% 0.03% 91 +2,131 1.36% Q4 2025 Feb 13, 2026
NWAM LLC History Reduced 156,083 7,424 0.41% 0.41% 92 -3,463 -2.17% Q4 2025 Feb 04, 2026
Enclave Advisors LLC History Reduced 155,689 7,320 1.04% 2.4% 93 -179,477 -53.55% Q4 2025 Jan 14, 2026
Fortis Group Advisors, LLC History Added to 143,044 7,155 1.2% 1.13% 94 +2,027 1.44% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 150,992 7,099 0.01% 0.0% 95 +102,676 212.51% Q4 2025 Feb 17, 2026
COMMERCE BANK History Added to 150,502 7,076 0.04% 0.04% 96 +360 0.24% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 147,104 6,916 0.0% 0.0% 97 +119,761 438.0% Q4 2025 Feb 17, 2026
Left Brain Wealth Management, LLC History Added to 146,961 6,910 2.39% 2.15% 98 +1,314 0.9% Q4 2025 Feb 05, 2026
Ball & Co Wealth Management Inc. History Reduced 146,297 6,878 4.43% 6.77% 99 -70,532 -32.53% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Reduced 140,518 6,607 0.04% 0.05% 100 -29,314 -17.26% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Added to 137,372 6,459 0.11% 0.1% 101 +10,424 8.21% Q4 2025 Feb 12, 2026
ORG Partners LLC History Reduced 134,523 6,325 1.11% 1.25% 102 -12,261 -8.35% Q4 2025 Jan 14, 2026
NTV ASSET MANAGEMENT LLC History Added to 132,913 6,249 0.66% 0.66% 103 +4,680 3.65% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 131,792 6,196 0.01% 0.0% 104 +64,605 96.16% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 128,663 6,049 0.01% 0.01% 105 +20,383 18.82% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 128,378 6,036 0.01% 0.01% 106 -8,738 -6.37% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 184,235 6,021 0.01% 0.01% 107 +69,880 61.11% Q4 2025 Mar 09, 2026
Sterling Investment Advisors, Ltd. History Added to 125,620 5,906 1.09% 0.96% 108 +20,700 19.73% Q4 2025 Feb 09, 2026
NICOLET BANKSHARES INC History Reduced 125,324 5,892 0.94% 0.99% 109 -5,654 -4.32% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 124,511 5,843 0.02% 0.02% 110 +972 0.79% Q4 2025 Feb 10, 2026
Eagle Strategies LLC History Added to 123,643 5,813 0.74% 0.71% 111 +10,786 9.56% Q4 2025 Jan 23, 2026
OAK FAMILY ADVISORS, LLC History Reduced 119,478 5,617 1.54% 1.73% 112 -28,048 -19.01% Q4 2025 Feb 03, 2026
Element Wealth, LLC History Reduced 116,985 5,500 2.27% 2.42% 113 -1,606 -1.35% Q4 2025 Feb 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 116,844 5,494 0.59% 0.62% 114 -334 -0.29% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 116,499 5,477 0.14% 0.14% 115 +8,691 8.06% Q4 2025 Jan 23, 2026
Clarity Financial LLC History Reduced 115,709 5,440 0.5% 0.56% 116 -3,942 -3.29% Q4 2025 Jan 28, 2026
COMERICA BANK History Added to 113,357 5,330 0.02% 0.02% 117 +1,689 1.51% Q4 2025 Jan 29, 2026
Advisory Services Network, LLC History Reduced 112,727 5,300 0.07% 0.11% 118 -45,284 -28.66% Q4 2025 Feb 17, 2026
5th Street Advisors, LLC History Added to 112,651 5,296 2.47% 2.19% 119 +18,440 19.57% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 110,800 5,209 0.03% 0.03% 120 +6,610 6.34% Q4 2025 Feb 17, 2026
Haven Private, LLC History Added to 109,954 5,170 2.26% 2.18% 121 +5,008 4.77% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History Added to 108,933 5,122 0.28% 0.27% 122 +6,205 6.04% Q4 2025 Jan 07, 2026
Lake Hills Wealth Management, LLC History Added to 108,197 5,087 2.65% 2.53% 123 +7,164 7.09% Q4 2025 Jan 07, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 106,042 4,986 3.0% 10.48% 124 -223,479 -67.82% Q4 2025 Jan 23, 2026
IMC-Chicago, LLC History Added to 105,770 4,973 0.0% 0.0% 125 +84,470 396.57% Q4 2025 Jan 29, 2026
MML INVESTORS SERVICES, LLC History Reduced 105,695 4,969 0.01% 0.02% 126 -47,583 -31.04% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Reduced 101,524 4,773 0.07% 0.09% 127 -23,098 -18.53% Q4 2025 Feb 09, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 100,723 4,736 2.69% 2.86% 128 -759 -0.75% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 100,602 4,730 0.01% 0.01% 129 +24,750 32.63% Q4 2025 Feb 18, 2026
Southern Farm Bureau Life Insurance History No change 97,825 4,605 0.48% 0.54% 130 0 0.0% Q4 2025 Jan 28, 2026
TRUIST FINANCIAL CORP History Added to 96,140 4,520 0.01% 0.01% 131 +5,720 6.33% Q4 2025 Feb 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 95,189 4,475 0.03% 0.03% 132 +10,926 12.97% Q4 2025 Feb 17, 2026
DENALI ADVISORS LLC History Added to 94,641 4,450 0.49% 0.5% 133 +388 0.41% Q4 2025 Feb 03, 2026
White Pine Investment CO History Added to 93,046 4,375 1.03% 1.02% 134 +1,546 1.69% Q4 2025 Jan 28, 2026
Balefire, LLC History Added to 92,175 4,334 0.84% 0.82% 135 +4,798 5.49% Q4 2025 Jan 12, 2026
TKG Advisors, LLC History Added to 92,002 4,325 1.74% 1.82% 136 +1,643 1.82% Q4 2025 Jan 29, 2026
Intrinsic Edge Capital Management LLC History No change 90,000 4,231 0.75% 0.59% 137 0 0.0% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Added to 165,583 4,162 0.1% 0.14% 138 +6,198 3.89% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 87,903 4,133 0.09% 0.06% 139 +36,344 70.49% Q4 2025 Feb 06, 2026
Americana Partners, LLC History Added to 87,410 4,110 0.11% 0.05% 140 +54,694 167.18% Q4 2025 Feb 06, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 87,148 4,097 0.24% 0.24% 141 -335 -0.38% Q4 2025 Feb 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 86,541 4,069 0.5% 0.49% 142 +5,504 6.79% Q4 2025 Jan 07, 2026
OPPENHEIMER & CO INC History Reduced 85,688 4,029 0.06% 0.05% 143 -5,026 -5.54% Q4 2025 Feb 02, 2026
SMART Wealth LLC History New 85,565 4,023 1.23% — 144 +85,565 New Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 85,281 4,009 0.01% 0.01% 145 +32,581 61.82% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 84,497 3,973 0.11% 0.11% 146 +946 1.13% Q4 2025 Jan 12, 2026
1 NORTH WEALTH SERVICES LLC History Added to 83,869 3,943 1.39% 1.53% 147 +4,327 5.44% Q4 2025 Feb 13, 2026
Mayflower Financial Advisors, LLC History Reduced 82,893 3,897 0.47% 0.49% 148 -973 -1.16% Q4 2025 Jan 13, 2026
AlphaCore Capital LLC History Added to 81,583 3,836 0.09% 0.12% 149 +3,239 4.13% Q4 2025 Feb 05, 2026
Continuum Advisory, LLC History Reduced 80,803 3,799 0.38% 0.41% 150 -1,406 -1.71% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Reduced 77,403 3,639 0.03% 0.02% 151 -4,603 -5.61% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 76,883 3,615 0.16% 0.13% 152 +13,170 20.67% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 75,758 3,562 0.01% — 153 +75,758 New Q4 2025 Feb 13, 2026
CONTINENTAL ADVISORS LLC History No change 75,723 3,560 1.5% 1.54% 154 0 0.0% Q4 2025 Feb 12, 2026
COWA, LLC History Reduced 75,551 3,552 1.08% 1.23% 155 -3,374 -4.27% Q4 2025 Feb 12, 2026
Stamos Capital Partners, L.P. History Added to 75,427 3,546 0.57% 0.45% 156 +24,714 48.73% Q4 2025 Feb 12, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 75,074 3,529 0.36% 0.94% 157 -116,146 -60.74% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 74,942 3,523 0.07% 0.07% 158 -8,769 -10.48% Q4 2025 Feb 05, 2026
Chicago Partners Investment Group LLC History Added to 71,542 3,523 0.09% 0.08% 159 +4,898 7.35% Q4 2025 Jan 28, 2026
SteelPeak Wealth, LLC History Reduced 73,201 3,441 0.11% 0.14% 160 -14,933 -16.94% Q4 2025 Jan 20, 2026
SCOTIA CAPITAL INC. History Added to 73,077 3,436 0.01% 0.01% 161 +9,271 14.53% Q4 2025 Feb 12, 2026
Allen Capital Group, LLC History Added to 72,569 3,412 0.31% 0.31% 162 +1,589 2.24% Q4 2025 Feb 09, 2026
SCS Capital Management LLC History Reduced 72,428 3,405 0.04% 0.04% 163 -100 -0.14% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 72,400 3,404 0.0% 0.0% 164 +51,700 249.76% Q4 2025 Feb 13, 2026
Wills Financial Group LLC History New 72,361 3,402 1.3% — 165 +72,361 New Q4 2025 Feb 11, 2026
G&S Capital LLC History Added to 72,080 3,389 1.2% 1.22% 166 +1,859 2.65% Q4 2025 Jan 28, 2026
Artesa Financial Group, LLC History New 71,994 3,385 3.48% — 167 +71,994 New Q4 2025 Feb 11, 2026
Financial Sense Advisors, Inc. History Reduced 70,687 3,323 0.61% 0.71% 168 -18,188 -20.46% Q4 2025 Feb 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 70,370 3,308 0.02% 0.02% 169 -3,933 -5.29% Q4 2025 Jan 09, 2026
MGB Wealth Management, LLC History Reduced 70,297 3,305 0.95% 1.03% 170 -7,543 -9.69% Q4 2025 Feb 17, 2026
TT Capital Management LLC History Reduced 70,165 3,299 2.63% 2.57% 171 -1,420 -1.98% Q4 2025 Feb 11, 2026
BTG Pactual Asset Management US LLC History Added to 67,158 3,281 0.32% 0.15% 172 +118 0.18% Q4 2025 Feb 17, 2026
Madison Park Capital Advisors, LLC History Reduced 68,106 3,202 2.6% 2.99% 173 -9,599 -12.35% Q4 2025 Jan 20, 2026
Retirement Planning Group, LLC History Added to 67,340 3,166 0.1% 0.1% 174 +8,110 13.69% Q4 2025 Feb 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 66,251 3,115 0.15% 0.17% 175 +13,283 25.08% Q4 2025 Feb 12, 2026
Payne Capital Management, LLC History Added to 65,739 3,091 0.98% 0.89% 176 +6,803 11.54% Q4 2025 Feb 02, 2026
Vestmark Advisory Solutions, Inc. History Added to 65,401 3,075 0.04% 0.05% 177 +13,016 24.85% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Reduced 64,937 3,053 0.05% 0.11% 178 -35,588 -35.4% Q4 2025 Feb 06, 2026
SAM Advisors, LLC History Added to 64,711 3,042 0.96% 0.91% 179 +4,706 7.84% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 63,996 3,009 0.02% — 180 +63,996 New Q4 2025 Feb 18, 2026
Berkeley Capital Partners, LLC History Added to 63,205 2,971 0.7% 0.69% 181 +572 0.91% Q4 2025 Feb 05, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 63,100 2,966 0.03% 0.03% 182 -120 -0.19% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 62,781 2,951 0.02% 0.02% 183 +8,704 16.1% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 62,772 2,951 0.09% 0.09% 184 +964 1.56% Q4 2025 Jan 23, 2026
Jaffetilchin Investment Partners, LLC History Added to 62,531 2,940 0.17% 0.17% 185 +1,097 1.79% Q4 2025 Jan 15, 2026
Cresset Asset Management, LLC History Added to 61,641 2,898 0.01% 0.01% 186 +27,130 78.61% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 61,401 2,887 0.03% 0.03% 187 +10,321 20.21% Q4 2025 Jan 20, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 60,990 2,867 0.51% 0.44% 188 +13,136 27.45% Q4 2025 Feb 06, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 60,307 2,835 0.04% 0.03% 189 +633 1.06% Q4 2025 Feb 11, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 59,325 2,789 0.33% 0.33% 190 +1,085 1.86% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Reduced 59,039 2,776 0.1% 0.14% 191 -18,435 -23.8% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 58,588 2,754 0.16% 0.17% 192 +1,514 2.65% Q4 2025 Feb 17, 2026
FORTE ASSET MANAGEMENT LLC History Added to 58,114 2,732 1.24% 1.3% 193 +761 1.33% Q4 2025 Jan 16, 2026
Hegarty Advisors, LLC History New 57,780 2,716 2.36% — 194 +57,780 New Q4 2025 Jan 29, 2026
Sigma Planning Corp History Reduced 57,393 2,698 0.07% 0.08% 195 -2,060 -3.46% Q4 2025 Jan 30, 2026
FMR LLC History Added to 56,989 2,679 0.0% 0.0% 196 +3,956 7.46% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Added to 56,744 2,668 0.01% 0.01% 197 +32,155 130.77% Q4 2025 Feb 09, 2026
Delta Investment Management, LLC History Added to 56,678 2,665 0.46% 0.48% 198 +10 0.02% Q4 2025 Jan 30, 2026
Compound Planning, Inc. History Added to 56,442 2,653 0.08% 0.08% 199 +6,146 12.22% Q4 2025 Feb 19, 2026
HERBST GROUP, LLC History Reduced 55,920 2,629 1.55% 2.69% 200 -36,226 -39.31% Q4 2025 Jan 16, 2026
Mills Wealth Advisors LLC History Reduced 55,154 2,593 1.02% 1.31% 201 -13,234 -19.35% Q4 2025 Jan 27, 2026
Sculati Wealth Management, LLC History Reduced 54,606 2,567 0.9% 0.9% 202 -4 -0.01% Q4 2025 Feb 05, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 54,533 2,564 0.2% 0.27% 203 -3,438 -5.93% Q4 2025 Jan 27, 2026
Plan Group Financial, LLC History Added to 54,464 2,560 0.66% 0.58% 204 +8,237 17.82% Q4 2025 Feb 03, 2026
WealthBridge Capital Management, LLC History Added to 54,210 2,548 0.58% 0.58% 205 +1,732 3.3% Q4 2025 Jan 21, 2026
Cypress Capital Management LLC (WY) History Reduced 53,445 2,512 2.33% 2.33% 206 -466 -0.86% Q4 2025 Feb 09, 2026
Algorithmic Investment Models, LLC History Reduced 53,303 2,506 3.09% 3.36% 207 -54,648 -50.62% Q4 2025 Feb 10, 2026
Providence First Trust Co History Added to 53,253 2,503 0.87% 0.65% 208 +13,166 32.84% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History New 52,928 2,488 0.0% — 209 +52,928 New Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Added to 52,886 2,486 0.23% 0.25% 210 +295 0.56% Q4 2025 Jan 30, 2026
Cascade Financial Partners, LLC History No change 52,021 2,446 0.25% 0.28% 211 0 0.0% Q4 2025 Feb 06, 2026
Samalin Investment Counsel, LLC History Added to 52,018 2,445 0.87% 0.7% 212 +8,945 20.77% Q4 2025 Jan 30, 2026
Jackson Hole Capital Partners, LLC History Added to 51,459 2,419 0.41% 0.41% 213 +184 0.36% Q4 2025 Jan 30, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 51,263 2,410 0.02% 0.02% 214 -4,185 -7.55% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 50,590 2,378 0.04% 0.05% 215 -4,574 -8.29% Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Added to 49,521 2,328 0.03% 0.04% 216 +3,949 8.67% Q4 2025 Jan 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 49,115 2,309 0.19% 0.2% 217 +562 1.16% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Added to 48,975 2,302 0.03% 0.03% 218 +342 0.7% Q4 2025 Jan 16, 2026
Avidian Wealth Enterprises, LLC History Added to 48,732 2,291 0.08% 0.07% 219 +11,230 29.95% Q4 2025 Feb 02, 2026
INGALLS & SNYDER LLC History Added to 48,550 2,283 0.08% 0.05% 220 +15,200 45.58% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 48,437 2,277 0.11% 0.14% 221 +92 0.19% Q4 2025 Jan 28, 2026
RiverTree Advisors, LLC History Reduced 47,128 2,215 1.41% 1.71% 222 -9,891 -17.35% Q4 2025 Jan 15, 2026
Regency Capital Management Inc.\DE History Reduced 46,843 2,202 0.92% 2.69% 223 -73,860 -61.19% Q4 2025 Feb 11, 2026
WMG Financial Advisors, LLC History Added to 46,501 2,186 0.9% 0.72% 224 +480 1.04% Q4 2025 Jan 28, 2026
ArchPoint Investors History No change 46,325 2,178 0.52% 0.6% 225 0 0.0% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Reduced 46,309 2,177 0.23% 0.26% 226 -4,179 -8.28% Q4 2025 Feb 18, 2026
Essex Financial Services, Inc. History Reduced 46,138 2,169 0.12% 0.18% 227 -16,971 -26.89% Q4 2025 Feb 10, 2026
Indivisible Partners History New 45,511 2,139 0.23% — 228 +45,511 New Q4 2025 Feb 03, 2026
Keewaydin Investments LLC History New 45,472 2,138 0.57% — 229 +45,472 New Q4 2025 Feb 10, 2026
MILLER HOWARD INVESTMENTS INC /NY History New 44,910 2,111 0.06% — 230 +44,910 New Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History Reduced 44,904 2,111 0.02% 0.03% 231 -2,241 -4.75% Q4 2025 Feb 03, 2026
J.Safra Asset Management Corp History Added to 44,575 2,095 0.11% 0.11% 232 +6,634 17.49% Q4 2025 Feb 11, 2026
Asset One Wealth Management LLC History New 41,946 2,080 0.28% — 233 +41,946 New Q4 2025 Feb 17, 2026
Bollard Group LLC History Reduced 43,546 2,048 0.05% 0.05% 234 -3,152 -6.75% Q4 2025 Feb 13, 2026
CURA WEALTH ADVISORS, LLC History Added to 42,825 2,013 0.76% 0.53% 235 +13,345 45.27% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Reduced 42,332 1,990 0.04% 0.04% 236 -2,251 -5.05% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 42,185 1,983 0.04% 0.04% 237 +612 1.47% Q4 2025 Jan 16, 2026
Astoria Portfolio Advisors LLC. History New 38,252 1,978 0.45% — 238 +38,252 New Q4 2025 Feb 24, 2026
Riggs Asset Managment Co. Inc. History Reduced 41,720 1,961 0.4% 1.24% 239 -79,878 -65.69% Q4 2025 Jan 29, 2026
Resonant Capital Advisors, LLC History No change 41,426 1,947 0.11% 0.11% 240 0 0.0% Q4 2025 Jan 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 40,974 1,926 0.02% 0.02% 241 +575 1.42% Q4 2025 Jan 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 40,863 1,921 0.03% 0.03% 242 -140 -0.34% Q4 2025 Feb 12, 2026
Covenant Asset Management, LLC History Added to 40,612 1,909 0.23% 0.21% 243 +110 0.27% Q4 2025 Jan 30, 2026
Moran Wealth Management, LLC History Added to 40,590 1,908 0.06% 0.05% 244 +6,882 20.42% Q4 2025 Jan 26, 2026
SOUTHPORT MANAGEMENT, L.L.C. History Added to 40,500 1,904 6.65% 5.9% 245 +10,000 32.79% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 40,400 1,899 0.0% 0.01% 246 -61,700 -60.43% Q4 2025 Feb 12, 2026
HC Advisors, LLC History Reduced 40,358 1,897 1.31% 1.42% 247 -2,848 -6.59% Q4 2025 Feb 11, 2026
Barry Investment Advisors, LLC History Reduced 40,109 1,885 0.42% 0.51% 248 -7,398 -15.57% Q4 2025 Feb 09, 2026
Heartwood Wealth Advisors LLC History Added to 39,319 1,848 0.17% 0.17% 249 +1,293 3.4% Q4 2025 Jan 12, 2026
HOLDERNESS INVESTMENTS CO History Reduced 39,137 1,840 0.37% 0.38% 250 -253 -0.64% Q4 2025 Feb 10, 2026
Palouse Capital Management, Inc. History Reduced 38,638 1,816 1.16% 1.18% 251 -978 -2.47% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 37,917 1,782 0.0% 0.0% 252 +7,566 24.93% Q4 2025 Feb 12, 2026
PHILADELPHIA TRUST CO History Reduced 37,711 1,773 0.12% 0.13% 253 -841 -2.18% Q4 2025 Feb 12, 2026
Capstone Wealth Management Group LLC History Reduced 37,660 1,770 1.07% 1.15% 254 -790 -2.05% Q4 2025 Jan 09, 2026
Farther Finance Advisors, LLC History Added to 37,354 1,756 0.02% 0.02% 255 +4,210 12.7% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Added to 37,323 1,754 0.01% 0.01% 256 +11,393 43.94% Q4 2025 Feb 10, 2026
EVEXIA WEALTH LLC History Added to 34,676 1,703 0.48% 0.27% 257 +15,039 76.59% Q4 2025 Jan 16, 2026
Gladstone Institutional Advisory LLC History Added to 35,873 1,686 0.06% 0.05% 258 +5,679 18.81% Q4 2025 Feb 17, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 35,318 1,660 0.1% 0.11% 259 0 0.0% Q4 2025 Feb 10, 2026
Tradewinds, LLC. History Reduced 35,031 1,647 0.39% 0.46% 260 -5,252 -13.04% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 34,956 1,643 0.14% 0.14% 261 +1,559 4.67% Q4 2025 Jan 26, 2026
71 West Capital Partners History New 34,908 1,641 0.08% — 262 +34,908 New Q4 2025 Feb 17, 2026
HFG Wealth Management, LLC History Added to 34,824 1,637 0.9% 0.84% 263 +1,945 5.92% Q4 2025 Jan 16, 2026
Greenspring Advisors, LLC History New 34,489 1,621 0.1% — 264 +34,489 New Q4 2025 Feb 10, 2026
Aviance Capital Partners, LLC History Added to 34,280 1,611 0.19% 0.19% 265 +968 2.91% Q4 2025 Feb 06, 2026
Invesco Ltd. History Reduced 34,220 1,609 0.0% 0.0% 266 -1,156 -3.27% Q4 2025 Feb 19, 2026
Argos Wealth Advisors, LLC History New 34,148 1,605 0.43% — 267 +34,148 New Q4 2025 Feb 04, 2026
Collar Capital Management, LLC History Added to 33,979 1,597 1.07% 1.11% 268 +500 1.49% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 33,799 1,595 0.06% 0.04% 269 +19,340 133.76% Q4 2025 Feb 13, 2026
Activest Wealth Management History Reduced 33,879 1,593 0.3% 0.42% 270 -10,029 -22.84% Q4 2025 Jan 30, 2026
Colter Lewis Investment Partners LLC History New 33,835 1,590 1.84% — 271 +33,835 New Q4 2025 Feb 17, 2026
Quantum Portfolio Management LLC History Reduced 33,577 1,578 0.7% 1.03% 272 -40,382 -54.6% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 33,359 1,568 0.41% — 273 +33,359 New Q4 2025 Feb 17, 2026
Quartz Partners, LLC History Added to 33,336 1,567 0.58% 0.48% 274 +5,365 19.18% Q4 2025 Feb 13, 2026
AXS Investments LLC History New 33,318 1,566 0.75% — 275 +33,318 New Q4 2025 Feb 10, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 32,853 1,544 0.6% 0.36% 276 +13,515 69.89% Q4 2025 Feb 13, 2026
HCR Wealth Advisors History Added to 32,801 1,542 0.15% 0.16% 277 +13 0.04% Q4 2025 Jan 27, 2026
Dynamic Advisor Solutions LLC History Added to 32,776 1,541 0.05% 0.04% 278 +1,166 3.69% Q4 2025 Jan 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 32,390 1,522 0.09% 0.1% 279 +16 0.05% Q4 2025 Feb 10, 2026
Virtu Financial LLC History New 32,163 1,512 0.06% — 280 +32,163 New Q4 2025 Feb 23, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 32,065 1,507 0.05% 0.05% 281 -1,469 -4.38% Q4 2025 Jan 12, 2026
CWM, LLC History Reduced 31,914 1,501 0.0% 0.0% 282 -1,272 -3.83% Q4 2025 Jan 26, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 31,684 1,489 1.25% 1.22% 283 +9 0.03% Q4 2025 Jan 20, 2026
Kovack Advisors, Inc. History Added to 31,351 1,474 0.07% 0.06% 284 +18,292 140.07% Q4 2025 Feb 17, 2026
NOVEM GROUP History Added to 31,335 1,473 0.17% 0.16% 285 +1,929 6.56% Q4 2025 Jan 27, 2026
NVWM, LLC History Added to 31,254 1,469 0.32% 0.29% 286 +3,669 13.3% Q4 2025 Jan 20, 2026
Main Street Financial Solutions, LLC History Reduced 31,187 1,466 0.11% 0.11% 287 -6,836 -17.98% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 31,079 1,461 0.01% 0.01% 288 -6,349 -16.96% Q4 2025 Jan 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 30,231 1,421 0.02% 0.03% 290 +819 2.78% Q4 2025 Feb 19, 2026
Capital Advisors, Ltd. LLC History Added to 30,212 1,421 0.16% 0.16% 289 +35 0.12% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Added to 30,185 1,419 0.03% 0.03% 291 +3,131 11.57% Q4 2025 Feb 13, 2026
Tempus Wealth Planning, LLC History No change 30,111 1,415 0.32% 0.32% 292 0 0.0% Q4 2025 Jan 16, 2026
LMCG INVESTMENTS, LLC History Reduced 29,956 1,408 0.08% 0.09% 293 -1,601 -5.07% Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History Reduced 29,849 1,403 0.08% 0.08% 294 -670 -2.2% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History New 29,500 1,387 0.0% — 295 +29,500 New Q4 2025 Feb 17, 2026
GoalVest Advisory LLC History Reduced 29,154 1,370 0.26% 0.33% 296 -3,690 -11.23% Q4 2025 Jan 05, 2026
Arkos Global Advisors History No change 28,910 1,359 0.17% 0.17% 297 0 0.0% Q4 2025 Feb 13, 2026
Dakota Wealth Management History New 28,896 1,358 0.02% — 298 +28,896 New Q4 2025 Jan 13, 2026
Sowell Financial Services LLC History Added to 28,802 1,354 0.05% 0.04% 299 +4,289 17.5% Q4 2025 Jan 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 28,667 1,347 0.02% 0.01% 300 +15,448 116.86% Q4 2025 Feb 12, 2026
Westside Investment Management, Inc. History Reduced 28,002 1,318 0.21% 0.25% 301 -5,007 -15.17% Q4 2025 Jan 23, 2026
WEDBUSH SECURITIES INC History Reduced 27,797 1,307 0.04% 0.06% 302 -13,660 -32.95% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 27,755 1,305 0.0% 0.0% 303 +284 1.03% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 27,470 1,291 0.03% 0.06% 304 -19,947 -42.07% Q4 2025 Jan 29, 2026
Wakefield Asset Management LLLP History Reduced 27,146 1,276 0.35% 0.36% 305 -600 -2.16% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History Added to 26,945 1,266 0.0% 0.0% 306 +19,660 269.87% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 26,717 1,256 0.0% 0.0% 307 +15,435 136.81% Q4 2025 Feb 11, 2026
Pointe Capital Management LLC History Added to 26,732 1,256 0.62% 0.56% 308 +2,445 10.07% Q4 2025 Feb 17, 2026
Mezzasalma Advisors, LLC History Added to 26,193 1,240 0.3% 0.23% 309 +7,035 36.72% Q4 2025 Jan 21, 2026
MBA Advisors LLC History Added to 26,355 1,239 0.5% 0.51% 310 +697 2.72% Q4 2025 Jan 21, 2026
Sound Financial Strategies Group, LLC History Added to 25,973 1,221 0.86% 0.88% 311 +353 1.38% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 25,935 1,219 0.08% 0.12% 312 -4,665 -15.25% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Added to 25,862 1,216 0.06% 0.06% 314 +3,009 13.17% Q4 2025 Jan 26, 2026
First PREMIER Bank History No change 25,859 1,216 0.28% 0.28% 313 0 0.0% Q4 2025 Jan 23, 2026
Aurora Private Wealth, Inc. History New 25,795 1,213 0.8% — 315 +25,795 New Q4 2025 Feb 02, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History New 25,774 1,211 0.66% — 316 +25,774 New Q4 2025 Jan 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Reduced 25,628 1,205 0.2% 0.33% 317 -1,815 -6.61% Q4 2025 Feb 18, 2026
Granite Group Advisors, LLC History Added to 25,593 1,203 0.68% 0.72% 318 +100 0.39% Q4 2025 Jan 13, 2026
Focus Financial Network, Inc. History Reduced 25,487 1,198 0.04% 0.05% 319 -2,285 -8.23% Q4 2025 Jan 12, 2026
BENJAMIN EDWARDS INC History Added to 25,307 1,189 0.01% 0.01% 320 +818 3.34% Q4 2025 Feb 02, 2026
Baird Financial Group, Inc. History Reduced 25,136 1,181 0.0% 0.0% 321 -1,281 -4.85% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History No change 25,000 1,175 0.04% 0.03% 322 0 0.0% Q4 2025 Feb 17, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 22,834 1,169 0.45% 0.48% 323 -579 -2.47% Q4 2025 Feb 12, 2026
ALBION FINANCIAL GROUP /UT History Added to 24,792 1,165 0.07% 0.07% 325 +98 0.4% Q4 2025 Jan 21, 2026
Smithfield Trust Co History Added to 24,805 1,165 0.05% 0.05% 324 +63 0.25% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Added to 24,740 1,163 0.02% 0.01% 326 +16,799 211.55% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 24,657 1,159 0.06% 0.03% 327 +12,693 106.09% Q4 2025 Jan 26, 2026
FIDUCIENT ADVISORS LLC History Added to 24,433 1,148 0.14% 0.11% 328 +3,523 16.85% Q4 2025 Feb 10, 2026
Beirne Wealth Consulting Services, LLC History Added to 24,315 1,143 0.33% 0.26% 329 +785 3.34% Q4 2025 Jan 29, 2026
Exit Wealth Advisors, LLC. History Reduced 24,255 1,140 0.67% 0.78% 330 -694 -2.78% Q4 2025 Feb 10, 2026
STRATEGY ASSET MANAGERS LLC History Added to 24,161 1,136 0.19% 0.2% 331 +108 0.45% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 24,139 1,135 0.0% 0.0% 332 -2,824 -10.47% Q4 2025 Feb 12, 2026
Powell Investment Advisors, LLC History Added to 23,930 1,125 0.39% 0.39% 333 +188 0.79% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 23,594 1,109 0.03% 0.03% 334 +27 0.11% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 23,119 1,087 0.0% 0.0% 335 +18,644 416.63% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Reduced 23,090 1,085 0.0% 0.01% 336 -62,210 -72.93% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 22,898 1,076 0.04% 0.04% 337 +666 3.0% Q4 2025 Feb 13, 2026
Cordoba Advisory Partners LLC History New 22,590 1,062 0.26% — 338 +22,590 New Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History Reduced 22,424 1,054 0.02% 0.05% 339 -40,016 -64.09% Q4 2025 Feb 17, 2026
CacheTech Inc. History New 22,376 1,052 0.19% — 340 +22,376 New Q4 2025 Feb 18, 2026
Total Wealth Planning & Management, Inc. History New 22,230 1,045 0.77% — 341 +22,230 New Q4 2025 Feb 11, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 22,207 1,044 0.61% 0.58% 342 +514 2.37% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 22,069 1,037 0.08% 0.08% 343 +123 0.56% Q4 2025 Jan 29, 2026
CIBC WORLD MARKET INC. History Reduced 22,045 1,036 0.0% 0.0% 344 -4,827 -17.96% Q4 2025 Feb 10, 2026
Perissos Private Wealth Management, LLC History Reduced 21,654 1,018 0.88% 0.77% 345 -943 -4.17% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History No change 21,028 988 0.0% 0.0% 346 0 0.0% Q4 2025 Feb 17, 2026
Disciplined Investors, L.L.C. History Reduced 20,950 985 0.65% 0.78% 347 -2,478 -10.58% Q4 2025 Feb 10, 2026
FIRST MERCHANTS CORP History Added to 20,887 982 0.04% 0.03% 348 +1,800 9.43% Q4 2025 Jan 12, 2026
Fullerton Advisors, LLC History New 20,775 976 0.97% — 349 +20,775 New Q4 2025 Feb 02, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 20,749 975 0.13% 0.14% 350 +44 0.21% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 20,713 973 0.01% 0.01% 351 -8,509 -29.12% Q4 2025 Feb 13, 2026
WealthTrust Axiom LLC History Added to 20,674 972 0.25% 0.24% 352 +1,710 9.02% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 20,419 960 0.02% 0.02% 353 -3,717 -15.4% Q4 2025 Jan 14, 2026
SAX WEALTH ADVISORS, LLC History Added to 20,197 949 0.04% 0.04% 354 +2,587 14.69% Q4 2025 Jan 12, 2026
HARBOUR INVESTMENTS, INC. History Reduced 20,122 946 0.02% 0.02% 355 -136 -0.67% Q4 2025 Feb 09, 2026
J. Safra Sarasin Holding AG History No change 20,000 940 0.02% 0.02% 356 0 0.0% Q4 2025 Jan 15, 2026
Capula Management Ltd History Reduced 19,982 939 0.0% 0.01% 357 -17,063 -46.06% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History No change 19,739 928 0.05% 0.05% 358 0 0.0% Q4 2025 Feb 11, 2026
CWA Asset Management Group, LLC History Added to 19,438 913 0.03% 0.03% 359 +220 1.14% Q4 2025 Jan 07, 2026
AE Wealth Management LLC History Added to 19,410 912 0.01% 0.0% 360 +16,224 509.23% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 19,370 910 0.01% 0.01% 361 -1,855 -8.74% Q4 2025 Feb 13, 2026
Invst, LLC History Reduced 19,244 904 0.1% 0.1% 362 -243 -1.25% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Added to 19,213 903 0.07% 0.06% 363 +3,845 25.02% Q4 2025 Jan 23, 2026
Brookwood Investment Group LLC History Added to 19,047 895 0.11% 0.08% 364 +5,954 45.47% Q4 2025 Jan 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 18,983 892 0.05% 0.05% 366 -498 -2.56% Q4 2025 Jan 20, 2026
Auour Investments LLC History Added to 18,975 892 0.28% 0.29% 365 +254 1.36% Q4 2025 Jan 12, 2026
DEARBORN PARTNERS LLC History No change 18,950 891 0.04% 0.04% 367 0 0.0% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 18,764 882 0.1% 0.13% 368 +2,887 18.18% Q4 2025 Feb 13, 2026
Claris Financial LLC History Added to 18,676 878 0.47% 0.4% 369 +3,525 23.27% Q4 2025 Feb 19, 2026
Keebeck Wealth Management History Reduced 18,536 871 0.1% 0.12% 370 -2,865 -13.39% Q4 2025 Feb 17, 2026
OneAscent Family Office, LLC History Added to 18,219 856 0.58% 0.41% 371 +7,444 69.09% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Reduced 18,188 855 0.01% 0.01% 372 -1,080 -5.61% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 18,167 854 0.48% 0.51% 373 -31 -0.17% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History No change 17,845 839 0.0% 0.0% 374 0 0.0% Q4 2025 Feb 11, 2026
TMB Capital Partners, LLC History New 17,694 831 0.28% — 375 +17,694 New Q4 2025 Feb 19, 2026
IEQ CAPITAL, LLC History Reduced 17,665 830 0.0% 0.0% 376 -12,540 -41.52% Q4 2025 Feb 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 17,494 822 0.15% 0.14% 377 +1,635 10.31% Q4 2025 Feb 17, 2026
Indie Asset Partners, LLC History Reduced 17,450 820 0.91% 1.15% 378 -1,000 -5.42% Q4 2025 Feb 03, 2026
one8zero8, LLC History No change 17,400 818 0.18% 0.18% 379 0 0.0% Q4 2025 Feb 17, 2026
CSS LLC/IL History Added to 17,234 810 0.04% 0.02% 380 +7,234 72.34% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History No change 17,105 804 0.01% 0.01% 381 0 0.0% Q4 2025 Feb 06, 2026
Wellington Shields Capital Management, LLC History Reduced 17,080 803 0.12% 0.15% 382 -4,000 -18.98% Q4 2025 Feb 09, 2026
Wealthspire Retirement, LLC History Added to 16,891 794 0.05% 0.05% 383 +942 5.91% Q4 2025 Feb 18, 2026
Clear Trail Advisors, LLC History New 16,787 789 0.18% — 384 +16,787 New Q4 2025 Jan 09, 2026
Sunbelt Securities, Inc. History Reduced 16,762 788 0.05% 0.07% 385 -4,964 -22.85% Q4 2025 Feb 20, 2026
SEI INVESTMENTS CO History Reduced 16,671 783 0.0% 0.0% 386 -205 -1.21% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History No change 16,571 779 0.01% 0.01% 387 0 0.0% Q4 2025 Feb 12, 2026
Hollow Brook Wealth Management LLC History Reduced 16,441 773 0.2% 0.19% 388 -963 -5.53% Q4 2025 Feb 17, 2026
Valtrion Capital Management, LLC History Added to 16,431 772 0.77% 0.73% 390 +1,869 12.83% Q4 2025 Feb 11, 2026
STAR Financial Bank History Added to 16,426 772 0.39% 0.44% 389 +722 4.6% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 16,332 768 0.04% 0.05% 391 -7,018 -30.06% Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 16,313 767 0.11% — 392 +16,313 New Q4 2025 Jan 12, 2026
Marex Group plc History No change 16,260 764 0.0% 0.01% 393 0 0.0% Q4 2025 Feb 12, 2026
Raab & Moskowitz Asset Management LLC History Reduced 16,140 758 0.17% 0.18% 394 -1,182 -6.82% Q4 2025 Jan 20, 2026
McGowan Group Asset Management, Inc. History Added to 16,060 755 0.09% 0.09% 395 +5 0.03% Q4 2025 Jan 29, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 15,842 744 0.22% 0.1% 396 +8,905 128.37% Q4 2025 Feb 13, 2026
Pinion Investment Advisors, LLC History Reduced 15,778 741 0.18% 0.22% 397 -1,622 -9.32% Q4 2025 Jan 29, 2026
HEFFERNAN ADVISORY, INC History New 15,707 738 0.71% — 399 +15,707 New Q4 2025 Feb 03, 2026
Curi Capital, LLC History Added to 15,698 738 0.01% 0.01% 398 +4,991 46.61% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Added to 15,702 738 0.08% 0.08% 400 +625 4.15% Q4 2025 Feb 18, 2026
FF Advisors,LLC History Reduced 15,688 737 0.33% 0.35% 401 -123 -0.78% Q4 2025 Feb 13, 2026
INVESTMENT HOUSE LLC History Reduced 15,646 735 0.03% 0.03% 402 -7 -0.04% Q4 2025 Feb 06, 2026
Novak & Powell Financial Services, Inc. History Added to 15,632 734 0.38% 0.36% 403 +846 5.72% Q4 2025 Feb 10, 2026
Ulland Investment Advisors, LLC History Added to 15,545 731 0.59% 0.54% 404 +273 1.79% Q4 2025 Jan 08, 2026
Endowment Wealth Management, Inc. History Added to 15,507 729 0.34% 0.3% 405 +1,197 8.36% Q4 2025 Feb 09, 2026
CPA Asset Management Group, LLC History Reduced 15,424 725 0.25% 0.34% 406 -3,100 -16.74% Q4 2025 Jan 13, 2026
Mutual Advisors, LLC History Reduced 15,391 723 0.02% 0.02% 407 -3,192 -17.18% Q4 2025 Feb 02, 2026
Wealthfront Advisers LLC History Reduced 15,370 722 0.0% 0.0% 408 -2,599 -14.46% Q4 2025 Jan 30, 2026
LaSalle St. Investment Advisors, LLC History Added to 15,348 721 0.12% 0.13% 409 +160 1.05% Q4 2025 Feb 17, 2026
VestGen Investment Management History Added to 15,298 719 0.4% 0.3% 410 +4,690 44.21% Q4 2025 Feb 18, 2026
Venture Visionary Partners LLC History Reduced 15,139 711 0.02% 0.03% 411 -1,863 -10.96% Q4 2025 Feb 13, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 15,136 711 0.3% 0.31% 412 0 0.0% Q4 2025 Feb 05, 2026
Wealth Advisory Solutions, LLC History Added to 15,040 707 0.16% 0.13% 413 +3,540 30.78% Q4 2025 Jan 16, 2026
Douglass Winthrop Advisors, LLC History Added to 15,000 705 0.01% 0.01% 414 +4,250 39.53% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 14,877 699 0.01% 0.01% 415 -681 -4.38% Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Added to 13,944 697 0.11% — 417 +13,929 92860.0% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,828 697 0.0% 0.0% 416 +602 4.23% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 14,663 689 0.0% 0.0% 418 +5,870 66.76% Q4 2025 Feb 10, 2026
Fortis Advisors, LLC History Added to 14,589 685 0.37% 0.38% 419 +303 2.12% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 14,534 683 0.0% 0.01% 420 +167 1.16% Q4 2025 Feb 18, 2026
Trilogy Capital Inc. History Reduced 14,440 678 0.03% 0.03% 421 -1,025 -6.63% Q4 2025 Jan 22, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 14,388 676 0.21% 0.22% 422 +1 0.01% Q4 2025 Jan 27, 2026
Allspring Global Investments Holdings, LLC History Added to 14,300 672 0.0% 0.0% 423 +900 6.72% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History Reduced 14,255 670 0.0% 0.0% 424 -18,930 -57.04% Q4 2025 Feb 11, 2026
Stillwater Wealth Management Group History Added to 14,235 669 0.45% 0.46% 425 +65 0.46% Q4 2025 Jan 27, 2026
Argent Advisors, Inc. History No change 14,102 663 0.19% 0.19% 426 0 0.0% Q4 2025 Feb 11, 2026
Hamilton Wealth, LLC History Added to 13,833 650 0.12% 0.13% 427 +186 1.36% Q4 2025 Feb 19, 2026
CreativeOne Wealth, LLC History Added to 13,818 649 0.02% 0.01% 428 +4,222 44.0% Q4 2025 Feb 13, 2026
Mattern Wealth Management LLC History Added to 13,750 646 0.12% 0.12% 429 +500 3.77% Q4 2025 Jan 16, 2026
Tandem Financial, LLC History Reduced 13,363 643 0.77% 0.36% 430 -7,206 -35.03% Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History Added to 13,667 642 0.1% 0.1% 431 +83 0.61% Q4 2025 Jan 08, 2026
Hurley Capital, LLC History Added to 13,572 638 0.36% 0.29% 432 +2,403 21.51% Q4 2025 Feb 17, 2026
DDFG, Inc History Reduced 13,576 638 0.14% 0.15% 433 -48 -0.35% Q4 2025 Jan 08, 2026
Index Technologies Group LLC History New 13,525 635 0.66% — 434 +13,525 New Q4 2025 Feb 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 13,458 632 0.05% 0.06% 435 +5,083 60.69% Q4 2025 Feb 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 13,193 620 0.27% 0.34% 436 -2,449 -15.66% Q4 2025 Jan 29, 2026
Vigilare Wealth Management History Reduced 13,121 616 0.21% 0.24% 437 -1,468 -10.06% Q4 2025 Jan 07, 2026
Madrona Financial Services, LLC History New 13,080 615 0.13% — 438 +13,080 New Q4 2025 Jan 22, 2026
Miller Investment Management, LP History Reduced 13,079 614 0.06% 0.06% 439 -277 -2.07% Q4 2025 Feb 11, 2026
Beaumont Financial Advisors, LLC History Reduced 13,063 614 0.04% 0.04% 440 -7 -0.05% Q4 2025 Jan 16, 2026
URS Advisory LLC History New 12,882 605 0.5% — 442 +12,882 New Q4 2025 Feb 17, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 12,860 605 0.15% 0.16% 441 -1,396 -9.79% Q4 2025 Jan 29, 2026
Ballast Rock Private Wealth LLC History New 12,759 599 0.37% — 443 +12,759 New Q4 2025 Feb 04, 2026
BOKF, NA History No change 12,495 587 0.01% 0.01% 444 0 0.0% Q4 2025 Feb 03, 2026
Sunbeam Capital Management, LLC History New 12,451 585 0.35% — 445 +12,451 New Q4 2025 Feb 13, 2026
Advocacy Wealth Management, LLC History Added to 12,242 575 0.02% 0.02% 446 +664 5.74% Q4 2025 Feb 11, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 12,153 571 0.47% 0.48% 447 +58 0.48% Q4 2025 Feb 03, 2026
Federation des caisses Desjardins du Quebec History Reduced 12,156 569 0.0% 0.0% 448 -12,912 -51.51% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History Reduced 12,000 564 0.0% 0.0% 450 -1,000 -7.69% Q4 2025 Jan 27, 2026
MAI Capital Management History Reduced 12,007 564 0.0% 0.0% 449 -318 -2.58% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 11,971 562 0.01% 0.02% 451 -2,296 -16.09% Q4 2025 Jan 07, 2026
Provenance Wealth Advisors, LLC History Reduced 11,880 558 0.06% 0.07% 452 -206 -1.7% Q4 2025 Jan 26, 2026
Independent Advisor Alliance History Added to 11,851 557 0.01% 0.01% 453 +14 0.12% Q4 2025 Feb 04, 2026
BURKE & HERBERT BANK & TRUST CO History No change 11,835 556 0.15% 0.12% 454 0 0.0% Q4 2025 Feb 12, 2026
FWG Holdings, LLC History No change 11,876 554 0.21% 0.24% 455 0 0.0% Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History Reduced 11,764 553 0.08% 0.2% 456 -17,645 -60.0% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 11,635 547 0.03% 0.03% 457 -1,783 -13.29% Q4 2025 Feb 13, 2026
Walker Asset Management, LLC History Reduced 11,273 530 0.28% 0.31% 458 -443 -3.78% Q4 2025 Jan 16, 2026
Csenge Advisory Group History Added to 11,241 528 0.02% 0.02% 459 +3,469 44.63% Q4 2025 Feb 06, 2026
Allred Capital Management, LLC History Added to 11,177 525 0.19% 0.18% 460 +248 2.27% Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 11,150 524 0.06% 0.07% 461 -41 -0.37% Q4 2025 Jan 26, 2026
Operose Advisors LLC History Reduced 11,088 521 0.12% 0.15% 463 -2,065 -15.7% Q4 2025 Feb 10, 2026
Brookstone Capital Management History Reduced 11,093 521 0.01% 0.01% 462 -952 -7.9% Q4 2025 Jan 15, 2026
SAXON INTERESTS, INC. History Added to 10,974 516 0.18% 0.19% 464 +982 9.83% Q4 2025 Feb 13, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 10,970 515 0.23% 0.25% 465 -7 -0.06% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 10,941 514 0.0% — 466 +10,941 New Q4 2025 Feb 17, 2026
Waldron Private Wealth LLC History Reduced 10,847 510 0.02% 0.03% 467 -4,301 -28.39% Q4 2025 Jan 14, 2026
BROOKFIELD Corp /ON/ History Added to 10,790 507 0.0% 0.0% 468 +5,612 108.38% Q4 2025 Feb 13, 2026
Empire Financial Management Company, LLC History No change 10,800 507 0.11% 0.12% 469 0 0.0% Q4 2025 Feb 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 10,780 506 0.01% 0.01% 470 +347 3.33% Q4 2025 Feb 12, 2026
Fiduciary Group, LLC History No change 10,750 505 0.04% 0.04% 471 0 0.0% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Added to 10,715 503 0.01% 0.0% 472 +4,151 63.24% Q4 2025 Feb 05, 2026
Ballew Advisors, Inc History Added to 10,080 494 0.28% 0.25% 473 +1 0.01% Q4 2025 Jan 14, 2026
PATTEN & PATTEN INC/TN History Reduced 10,444 491 0.03% 0.05% 474 -7,300 -41.14% Q4 2025 Feb 03, 2026
Segment Wealth Management, LLC History No change 10,375 487 0.03% 0.03% 475 0 0.0% Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History New 10,321 485 0.01% — 476 +10,321 New Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History New 10,314 484 0.02% — 477 +10,314 New Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 10,191 479 0.01% 0.01% 478 +3,561 53.71% Q4 2025 Mar 12, 2026
Register Financial Advisors LLC History Reduced 10,192 479 0.19% 0.21% 479 -1,127 -9.96% Q4 2025 Jan 21, 2026
Abel Hall, LLC History No change 10,200 479 0.11% 0.19% 480 0 0.0% Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History Added to 10,200 478 0.07% 0.08% 481 +50 0.49% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 10,027 471 0.01% 0.01% 482 +1,474 17.23% Q4 2025 Feb 17, 2026
Bramshill Investments, LLC History Reduced 10,000 470 0.03% 0.06% 484 -7,500 -42.86% Q4 2025 Feb 17, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,000 470 0.02% 0.01% 483 0 0.0% Q4 2025 Feb 04, 2026
Arete Wealth Advisors, LLC History Added to 9,945 468 0.03% 0.03% 485 +131 1.33% Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History Reduced 9,752 458 0.04% 0.04% 486 -172 -1.73% Q4 2025 Feb 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 9,640 453 0.0% 0.01% 487 -10,714 -52.64% Q4 2025 Feb 12, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History New 9,550 449 0.02% — 488 +9,550 New Q4 2025 Jan 12, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 9,425 443 0.05% 0.04% 489 +2,641 38.93% Q4 2025 Feb 18, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 9,403 442 0.37% 0.42% 490 -1,463 -13.46% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 9,361 440 0.03% 0.03% 491 +788 9.19% Q4 2025 Jan 21, 2026
DOVER ADVISORS, LLC History Added to 9,368 440 0.17% 0.16% 492 +625 7.15% Q4 2025 Feb 10, 2026
WBI INVESTMENTS, LLC History Reduced 9,328 438 0.11% 0.13% 493 -1,282 -12.08% Q4 2025 Feb 13, 2026
Edge Wealth Management LLC History Reduced 9,290 436 0.08% 0.1% 494 -2,422 -20.68% Q4 2025 Jan 12, 2026
Westbourne Investment Advisors, Inc. History Added to 9,265 435 0.12% 0.11% 495 +500 5.7% Q4 2025 Jan 23, 2026
XTX Topco Ltd History Added to 9,234 434 0.01% 0.01% 496 +4,772 106.95% Q4 2025 Feb 17, 2026
AssuredPartners Investment Advisors, LLC History New 9,221 433 0.06% — 497 +9,221 New Q4 2025 Feb 03, 2026
Investment Planning Advisors, Inc. History Added to 9,187 431 0.13% 0.13% 498 +392 4.46% Q4 2025 Jan 20, 2026
Kastel Capital Advisors, LLC History New 9,079 426 0.26% — 500 +9,079 New Q4 2025 Feb 18, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 9,080 426 0.03% 0.03% 499 0 0.0% Q4 2025 Feb 17, 2026
MCDONALD PARTNERS LLC History Reduced 9,000 423 0.13% 0.13% 501 -200 -2.17% Q4 2025 Feb 02, 2026
SAPIENT CAPITAL LLC History No change 8,949 422 0.01% 0.01% 502 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Wealth Management, LLC History Added to 8,957 421 0.02% 0.01% 503 +3,972 79.68% Q4 2025 Feb 05, 2026
Aspen Grove Capital, LLC History No change 8,930 419 0.07% 0.07% 504 0 0.0% Q4 2025 Feb 17, 2026
Prepared Retirement Institute LLC History Added to 8,853 416 0.21% 0.22% 506 +28 0.32% Q4 2025 Jan 29, 2026
L.K. Benson & Company, P.C. History No change 8,866 416 0.21% 0.22% 505 0 0.0% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 8,791 413 0.0% 0.0% 507 -30,245 -77.48% Q4 2025 Feb 17, 2026
Ergawealth Advisors, Inc. History Added to 8,711 409 0.19% 0.19% 509 +110 1.28% Q4 2025 Jan 21, 2026
Walleye Trading LLC History No change 8,700 409 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 13, 2026
Future Financial Wealth Managment LLC History New 8,331 407 0.27% — 510 +8,331 New Q4 2025 Jan 21, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History New 8,625 406 0.3% — 512 +8,625 New Q4 2025 Jan 27, 2026
Windsor Advisory Group, LLC History No change 8,650 406 0.36% 0.36% 511 0 0.0% Q4 2025 Feb 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 8,628 405 0.06% 0.07% 513 -104 -1.19% Q4 2025 Jan 14, 2026
A. D. Beadell Investment Counsel, Inc. History No change 8,600 404 0.26% 0.27% 514 0 0.0% Q4 2025 Jan 14, 2026
Fort Sheridan Advisors LLC History Added to 8,551 402 0.05% 0.05% 515 +530 6.61% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Added to 8,383 394 0.0% 0.0% 516 +851 11.3% Q4 2025 Jan 28, 2026
Opal Wealth Advisors, LLC History Reduced 8,360 393 0.1% 0.11% 517 -107 -1.26% Q4 2025 Jan 26, 2026
Pure Financial Advisors, LLC History Reduced 8,332 391 0.07% 0.01% 518 -2,341 -21.93% Q4 2025 Mar 04, 2026
TME FINANCIAL, INC. History Reduced 8,330 391 0.27% 0.34% 519 -1,242 -12.98% Q4 2025 Jan 27, 2026
Teamwork Financial Advisors, LLC History Reduced 8,298 390 0.04% 0.05% 520 -1,936 -18.92% Q4 2025 Jan 09, 2026
RFP Financial Group LLC History No change 8,289 389 0.19% 0.16% 521 0 0.0% Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History No change 8,270 388 0.02% 0.02% 522 0 0.0% Q4 2025 Jan 29, 2026
Kercheville Advisors, LLC History Reduced 7,820 384 0.1% 0.12% 523 -430 -5.21% Q4 2025 Jan 29, 2026
ATLAS CAPITAL ADVISORS INC. History New 8,141 382 0.04% — 524 +8,141 New Q4 2025 Feb 13, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 8,100 380 0.18% 0.15% 525 +1,400 20.9% Q4 2025 Jan 22, 2026
Meadowbrook Wealth Management, LLC History Added to 8,033 377 0.43% 0.35% 526 +850 11.83% Q4 2025 Jan 12, 2026
Florida Trust Wealth Management Co History No change 8,000 376 0.01% 0.01% 527 0 0.0% Q4 2025 Jan 20, 2026
Summit Investment Advisory Services, LLC History Added to 7,988 375 0.14% 0.14% 529 +644 8.77% Q4 2025 Feb 04, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 7,995 375 0.07% 0.07% 528 0 0.0% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History New 7,954 374 0.0% — 530 +7,954 New Q4 2025 Feb 17, 2026
J. Goldman & Co LP History Reduced 7,964 374 0.01% 0.01% 531 -2,690 -25.25% Q4 2025 Feb 17, 2026
WEALTH EFFECTS LLC History Reduced 7,965 374 0.12% 0.13% 532 -950 -10.66% Q4 2025 Jan 26, 2026
Pingora Partners LLC History No change 7,968 374 0.23% 0.25% 533 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 7,922 372 0.01% 0.01% 534 +116 1.49% Q4 2025 Feb 11, 2026
Oregon Pacific Wealth Management, LLC History Reduced 7,893 371 0.38% 0.34% 535 -391 -4.72% Q4 2025 Jan 16, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 7,854 369 0.23% 0.31% 536 -1,636 -17.24% Q4 2025 Jan 28, 2026
Visionary Wealth Advisors History Reduced 7,837 368 0.02% 0.02% 537 -239 -2.96% Q4 2025 Feb 13, 2026
Mach-1 Financial Group, LLC History Added to 7,727 363 0.07% 0.05% 538 +790 11.39% Q4 2025 Feb 06, 2026
GLENMEDE TRUST CO NA History New 7,672 360 0.0% — 539 +7,672 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 7,672 360 0.0% 0.0% 540 -54 -0.7% Q4 2025 Jan 30, 2026
Keystone Financial Group History Added to 7,659 360 0.03% 0.03% 541 +6 0.08% Q4 2025 Feb 06, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,583 356 0.0% 0.0% 543 -3,000 -28.35% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History Added to 7,582 356 0.01% 0.01% 542 +296 4.06% Q4 2025 Feb 03, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 7,556 355 0.02% 0.04% 544 -3,502 -31.67% Q4 2025 Jan 08, 2026
Castleview Partners, LLC History Reduced 7,532 354 0.18% 0.19% 545 -116 -1.52% Q4 2025 Jan 12, 2026
Arlington Financial Advisors, LLC History New 7,500 352 0.05% — 547 +7,500 New Q4 2025 Jan 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,500 352 0.0% 0.0% 546 0 0.0% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 7,484 351 0.0% 0.0% 548 -549 -6.83% Q4 2025 Feb 09, 2026
SIMPLEX TRADING, LLC History Reduced 7,461 350 0.0% 0.0% 549 -3,252 -30.36% Q4 2025 Feb 11, 2026
PFG Advisors History Reduced 7,414 348 0.02% 0.04% 550 -11,529 -60.86% Q4 2025 Jan 27, 2026
Beaumont Asset Management, L.L.C. History Reduced 7,390 347 0.17% 0.18% 551 -40 -0.54% Q4 2025 Jan 21, 2026
CAPITAL ADVISORS INC/OK History Added to 7,363 346 0.01% 0.0% 552 +1,000 15.72% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 7,309 343 0.01% 0.0% 553 +2,499 51.95% Q4 2025 Jan 23, 2026
Fort Point Capital Partners LLC History Added to 6,963 341 0.04% 0.04% 554 +171 2.52% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History Added to 7,243 340 0.08% 0.05% 556 +2,292 46.29% Q4 2025 Jan 14, 2026
L & S Advisors Inc History Added to 7,235 340 0.03% 0.03% 555 +1,669 29.99% Q4 2025 Feb 05, 2026
SmartHarvest Portfolios, LLC History New 7,226 339 0.12% — 557 +7,226 New Q4 2025 Feb 12, 2026
RDA Financial Network History No change 7,107 334 0.08% 0.08% 558 0 0.0% Q4 2025 Jan 06, 2026
Gutierrez Wealth Advisory, LLC History No change 7,070 332 0.21% 0.21% 559 0 0.0% Q4 2025 Feb 06, 2026
Integrity Advisory Solutions, LLC History No change 6,937 326 0.05% 0.05% 560 0 0.0% Q4 2025 Feb 09, 2026
Marshall Financial Group, LLC History Added to 6,886 323 0.06% 0.06% 561 +143 2.12% Q4 2025 Jan 09, 2026
Independent Wealth Network Inc. History Added to 6,844 321 0.1% 0.1% 562 +17 0.25% Q4 2025 Jan 26, 2026
Ameritas Advisory Services, LLC History Added to 6,790 319 0.01% 0.0% 563 +5,612 476.4% Q4 2025 Feb 04, 2026
Envision Financial LLC History Added to 6,781 318 0.17% 0.18% 565 +36 0.53% Q4 2025 Jan 07, 2026
FIRST FOUNDATION ADVISORS History Added to 6,771 318 0.01% 0.01% 564 +16 0.24% Q4 2025 Feb 04, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 6,700 315 0.05% 0.05% 566 0 0.0% Q4 2025 Feb 05, 2026
FSA Investment Group, LLC History Reduced 6,570 308 0.19% 0.28% 567 -3,157 -32.46% Q4 2025 Jan 13, 2026
Meridian Wealth Management, LLC History No change 6,480 304 0.01% 0.01% 568 0 0.0% Q4 2025 Feb 04, 2026
Alpha Omega Wealth Management LLC History Added to 6,449 303 0.05% 0.05% 569 +52 0.81% Q4 2025 Jan 22, 2026
FIRST TRUST ADVISORS LP History No change 6,318 297 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 6,280 295 0.1% 0.1% 571 0 0.0% Q4 2025 Jan 29, 2026
PMG Family Office LLC History Reduced 6,197 291 0.34% 0.41% 573 -1,673 -21.26% Q4 2025 Jan 28, 2026
Cypress Wealth Services, LLC History Added to 6,198 291 0.04% 0.05% 572 +105 1.72% Q4 2025 Jan 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 6,127 288 0.03% 0.03% 574 +931 17.92% Q4 2025 Jan 26, 2026
FFT WEALTH MANAGEMENT LLC History No change 6,065 285 0.05% 0.05% 575 0 0.0% Q4 2025 Feb 09, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 6,048 284 0.09% 0.08% 576 +277 4.8% Q4 2025 Jan 20, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,008 282 0.01% 0.03% 577 -26,189 -81.34% Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 5,920 278 0.02% 0.03% 578 -2,281 -27.81% Q4 2025 Jan 23, 2026
Mayfair Advisory Group, LLC History Reduced 5,879 278 0.11% 0.12% 579 -250 -4.08% Q4 2025 Jan 21, 2026
Washington Trust Advisors, Inc. History No change 5,878 276 0.02% 0.02% 580 0 0.0% Q4 2025 Feb 03, 2026
LongView Wealth Management History New 5,695 275 0.07% — 581 +5,695 New Q4 2025 Jan 13, 2026
SFMG, LLC History Added to 5,809 273 0.02% 0.02% 582 +1,084 22.94% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 5,800 272 0.02% 0.02% 583 -1,460 -20.11% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 5,778 271 0.0% 0.0% 584 -2,383 -29.2% Q4 2025 Feb 11, 2026
Southland Equity Partners LLC History Added to 5,747 270 0.05% 0.04% 586 +1,295 29.09% Q4 2025 Jan 14, 2026
MPS Loria Financial Planners, LLC History Added to 5,749 270 0.07% 0.07% 585 +2 0.03% Q4 2025 Feb 03, 2026
Bogart Wealth, LLC History Added to 5,721 268 0.01% 0.01% 587 +242 4.42% Q4 2025 Jan 30, 2026
Rockport Wealth LLC History New 5,636 265 0.05% — 588 +5,636 New Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Reduced 5,340 263 0.01% 0.02% 590 -4,117 -43.53% Q4 2025 Jan 27, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 5,600 263 0.1% 0.1% 589 0 0.0% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 5,562 261 0.0% 0.0% 591 -1 -0.02% Q4 2025 Feb 18, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,568 261 0.02% 0.02% 592 0 0.0% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History No change 261,798 261 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 20, 2026
Nalls Sherbakoff Group, LLC History Added to 5,544 260 0.19% 0.17% 594 +275 5.22% Q4 2025 Mar 12, 2026
Merit Financial Group, LLC History Reduced 5,507 258 0.0% 0.0% 595 -2,357 -29.97% Q4 2025 Jan 26, 2026
STABLEFORD CAPITAL II LLC History Reduced 5,476 257 0.09% 0.16% 596 -3,809 -41.02% Q4 2025 Jan 13, 2026
USAdvisors Wealth Management, LLC History New 5,450 256 0.08% — 597 +5,450 New Q4 2025 Feb 05, 2026
Collaborative Wealth Managment Inc. History Reduced 5,448 256 0.09% 0.11% 598 -571 -9.49% Q4 2025 Feb 09, 2026
OpenArc Corporate Advisory, LLC History New 5,406 254 0.0% — 601 +5,406 New Q4 2025 Feb 13, 2026
J. L. Bainbridge & Co., Inc. History Added to 5,409 254 0.02% 0.02% 600 +306 6.0% Q4 2025 Jan 14, 2026
WESBANCO BANK INC History No change 5,406 254 0.01% 0.01% 599 0 0.0% Q4 2025 Feb 03, 2026
Institute for Wealth Management, LLC. History Reduced 5,399 253 0.03% 0.03% 602 -91 -1.66% Q4 2025 Jan 27, 2026
Crusonia Wealth Advisors LLC History New 5,347 251 0.06% — 604 +5,347 New Q4 2025 Feb 18, 2026
J2 Capital Management Inc History Added to 5,348 251 0.18% 0.18% 603 +218 4.25% Q4 2025 Jan 20, 2026
Savvy Advisors, Inc. History Added to 5,324 250 0.01% 0.01% 605 +785 17.29% Q4 2025 Jan 20, 2026
Keudell/Morrison Wealth Management History New 5,302 249 0.05% — 606 +5,302 New Q4 2025 Feb 06, 2026
Hilltop National Bank History Added to 5,300 249 0.06% 0.05% 607 +1,000 23.26% Q4 2025 Jan 07, 2026
Provident Wealth Management, LLC History Reduced 5,283 248 0.07% 0.08% 609 -428 -7.49% Q4 2025 Jan 28, 2026
Composition Wealth, LLC History Added to 5,290 248 0.0% 0.0% 608 +28 0.53% Q4 2025 Feb 02, 2026
Moors & Cabot, Inc. History Added to 5,201 244 0.01% 0.01% 610 +505 10.75% Q4 2025 Feb 10, 2026
Wealth Preservation Advisors, LLC History Added to 5,187 243 0.12% 0.14% 611 +33 0.64% Q4 2025 Feb 23, 2026
FIDUCIARY TRUST CO History No change 5,135 241 0.0% 0.0% 612 0 0.0% Q4 2025 Feb 13, 2026
Investment Research Partners LLC History No change 5,133 241 0.1% 0.11% 613 0 0.0% Q4 2025 Feb 12, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 5,124 240 0.22% — 615 +5,124 New Q4 2025 Feb 05, 2026
Wealthcare Capital Partners, LLC History Reduced 5,111 240 0.11% 0.11% 614 -12 -0.23% Q4 2025 Jan 14, 2026
Millennium Capital Advisors, LLC History Reduced 5,079 238 0.14% 0.15% 617 -169 -3.22% Q4 2025 Feb 05, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Reduced 5,062 238 0.09% 0.09% 616 -140 -2.69% Q4 2025 Feb 09, 2026
Premier Path Wealth Partners, LLC History Reduced 5,036 236 0.03% 0.03% 618 -553 -9.89% Q4 2025 Jan 22, 2026
BOS Asset Management, LLC History New 4,987 234 0.06% — 620 +4,987 New Q4 2025 Jan 09, 2026
Financial Insights, Inc. History Added to 4,990 234 0.08% 0.07% 619 +700 16.32% Q4 2025 Mar 31, 2026
Intellectus Partners, LLC History Added to 4,962 233 0.05% 0.04% 621 +56 1.14% Q4 2025 Feb 10, 2026
Diversify Advisory Services, LLC History New 4,714 232 0.01% — 622 +4,714 New Q4 2025 Jan 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,908 230 0.05% 0.06% 623 +28 0.57% Q4 2025 Jan 09, 2026
Gilman Hill Asset Management, LLC History No change 4,875 229 0.04% 0.04% 624 0 0.0% Q4 2025 Jan 12, 2026
Accent Capital Management, LLC History Reduced 1,171 224 0.1% 0.1% 625 -113 -8.8% Q4 2025 Feb 09, 2026
Alpha Cubed Investments, LLC History New 4,757 223 0.01% — 626 +4,757 New Q4 2025 Feb 03, 2026
Ethos Financial Group, LLC History Reduced 4,705 221 0.02% 0.04% 627 -6,000 -56.05% Q4 2025 Jan 20, 2026
Redwood Family Wealth LLC History New 4,662 219 0.22% — 628 +4,662 New Q4 2025 Mar 06, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 4,650 218 0.07% 0.07% 629 0 0.0% Q4 2025 Jan 22, 2026
EPG Wealth Management LLC History Added to 4,623 217 0.06% 0.06% 630 +38 0.83% Q4 2025 Jan 28, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 4,557 214 0.15% 0.15% 632 +95 2.13% Q4 2025 Feb 13, 2026
Private Advisory Group LLC History Added to 4,569 214 0.02% 0.02% 631 +45 0.99% Q4 2025 Jan 15, 2026
LYELL WEALTH MANAGEMENT, LP History No change 4,500 211 0.02% 0.02% 633 0 0.0% Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History No change 4,500 211 0.13% 0.13% 634 0 0.0% Q4 2025 Feb 04, 2026
Keating Financial Advisory Services, Inc. History New 4,474 210 0.03% — 635 +4,474 New Q4 2025 Feb 09, 2026
Cadent Capital Advisors, LLC History Added to 4,454 209 0.05% 0.05% 637 +61 1.39% Q4 2025 Jan 13, 2026
Edgemoor Investment Advisors, Inc. History Reduced 4,450 209 0.02% 0.02% 636 -50 -1.11% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History New 4,429 208 0.0% — 638 +4,429 New Q4 2025 Jan 29, 2026
Heck Capital Advisors, LLC History Reduced 4,408 207 0.02% 0.02% 639 -1,230 -21.82% Q4 2025 Jan 16, 2026
Destiny Wealth Partners, LLC History New 4,160 205 0.02% — 640 +4,160 New Q4 2025 Feb 03, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 4,379 205 0.1% 0.09% 641 +78 1.81% Q4 2025 Jan 26, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 4,354 204 0.03% 0.03% 642 +91 2.13% Q4 2025 Jan 27, 2026
SEARLE & CO. History No change 4,337 203 0.05% 0.05% 643 0 0.0% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 4,300 202 0.05% 0.07% 644 +650 17.81% Q4 2025 Feb 09, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 4,077 191 0.05% 0.07% 645 -2,070 -33.67% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Reduced 3,973 186 0.01% 0.02% 646 -8,629 -68.47% Q4 2025 Feb 06, 2026
Wellington Shields & Co., LLC History Added to 3,912 183 0.05% 0.03% 647 +1,050 36.69% Q4 2025 Feb 09, 2026
Roxbury Financial LLC History No change 3,766 177 0.16% 0.16% 648 0 0.0% Q4 2025 Jan 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,179 149 0.02% — 649 +3,179 New Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 3,169 148 0.0% 0.0% 650 +60 1.93% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History No change 3,120 146 0.04% 0.04% 651 0 0.0% Q4 2025 Jan 22, 2026
DV Trading LLC History New 3,100 145 0.0% — 653 +3,100 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 3,101 145 0.0% 0.0% 652 +80 2.65% Q4 2025 Feb 02, 2026
Colonial Trust Advisors History New 2,887 135 0.01% — 654 +2,887 New Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Reduced 2,736 134 0.01% 0.01% 655 -996 -26.69% Q4 2025 Jan 21, 2026
Nova Wealth Management, Inc. History Added to 2,665 125 0.09% 0.03% 656 +1,867 233.96% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History No change 2,627 124 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Added to 2,496 117 0.0% 0.0% 658 +116 4.87% Q4 2025 Feb 04, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 2,437 114 0.04% — 659 +2,437 New Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History Added to 2,280 107 0.01% 0.01% 660 +5 0.22% Q4 2025 Jan 22, 2026
OBSIDIAN CIO, LLC History Reduced 2,222 104 0.15% 0.04% 661 -3,881 -63.59% Q4 2025 Feb 18, 2026
Lodestone Wealth Management LLC History New 2,130 100 0.04% — 662 +2,130 New Q4 2025 Jan 15, 2026
Golden State Wealth Management, LLC History Added to 2,096 98 0.01% 0.01% 663 +4 0.19% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History New 2,027 95 0.0% — 664 +2,027 New Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,000 94 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,983 93 0.03% 0.03% 666 -73 -3.55% Q4 2025 Jan 09, 2026
CENTRAL TRUST Co History Reduced 1,894 89 0.0% 0.0% 667 -50 -2.57% Q4 2025 Feb 02, 2026
Greykasell Wealth Strategies, Inc. History New 1,818 85 0.03% — 668 +1,818 New Q4 2025 Feb 11, 2026
Redwood Park Advisors LLC History Added to 1,822 85 0.06% 0.06% 669 +3 0.16% Q4 2025 Feb 17, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,762 82 0.06% — 671 +1,762 New Q4 2025 Feb 11, 2026
Princeton Global Asset Management LLC History No change 1,750 82 0.01% 0.01% 670 0 0.0% Q4 2025 Jan 20, 2026
EASTERN BANK History No change 1,720 80 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History Added to 1,681 79 0.0% 0.0% 673 +24 1.45% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 1,696 79 0.0% 0.0% 674 -16 -0.93% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History No change 1,620 76 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Added to 1,601 73 0.0% 0.0% 677 +160 11.1% Q4 2025 Jan 27, 2026
Geneos Wealth Management Inc. History No change 1,570 73 0.0% 0.0% 676 0 0.0% Q4 2025 Jan 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,547 72 0.0% 0.0% 678 0 0.0% Q4 2025 Feb 12, 2026
SUMMER ROAD LLC History Added to 1,519 71 0.05% 0.03% 679 +6 0.4% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Added to 1,490 70 0.0% 0.0% 680 +1,190 396.67% Q4 2025 Jan 27, 2026
Newbridge Financial Services Group, Inc. History Added to 1,424 66 0.01% 0.01% 681 +20 1.42% Q4 2025 Jan 21, 2026
Arax Advisory Partners History Reduced 1,349 63 0.0% 0.01% 682 -20,575 -93.85% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,300 61 0.02% 0.02% 683 0 0.0% Q4 2025 Feb 11, 2026
PALLADIEM, LLC History New 1,281 60 0.06% — 684 +1,281 New Q4 2025 Feb 11, 2026
Citizens National Bank Trust Department History No change 1,260 59 0.01% 0.01% 685 0 0.0% Q4 2025 Jan 30, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 1,203 56 0.04% — 686 +1,203 New Q4 2025 Mar 05, 2026
10Elms LLP History No change 1,150 54 0.05% 0.05% 687 0 0.0% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 1,125 52 0.0% 0.0% 688 +1,000 800.0% Q4 2025 Jan 26, 2026
Friedenthal Financial History Reduced 1,102 51 0.03% 0.03% 689 -139 -11.2% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Reduced 1,024 48 0.0% 0.0% 690 -692 -40.33% Q4 2025 Jan 13, 2026
City State Bank History Added to 1,006 47 0.01% 0.01% 692 +169 20.19% Q4 2025 Jan 28, 2026
HM PAYSON & CO History No change 1,000 47 0.0% 0.0% 691 0 0.0% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History No change 976 46 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 11, 2026
Spire Wealth Management History Added to 971 45 0.0% 0.0% 694 +1 0.1% Q4 2025 Jan 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 945 44 0.03% 0.04% 695 0 0.0% Q4 2025 Feb 10, 2026
Arlington Trust Co LLC History Reduced 910 42 0.0% 0.03% 697 -2,297 -71.62% Q4 2025 Jan 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 908 42 0.0% — 696 +908 New Q4 2025 Jan 21, 2026
FIRST UNITED BANK & TRUST History No change 834 39 0.01% 0.01% 698 0 0.0% Q4 2025 Jan 21, 2026
NBT BANK N A /NY History Reduced 111 37 0.0% 0.0% 700 -3 -2.63% Q4 2025 Jan 23, 2026
MONTAG A & ASSOCIATES INC History No change 802 37 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 02, 2026
Founders Capital Management History No change 808 37 0.02% 0.02% 701 0 0.0% Q4 2025 Jan 15, 2026
Colonial Trust Co / SC History No change 791 37 0.0% 0.0% 702 0 0.0% Q4 2025 Feb 12, 2026
Crews Bank & Trust History No change 800 37 0.01% 0.01% 703 0 0.0% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History Added to 729 34 0.0% 0.0% 704 +130 21.7% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History No change 672 31 0.0% 0.0% 705 0 0.0% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History Reduced 644 30 0.0% 0.0% 706 -9 -1.38% Q4 2025 Jan 05, 2026
SageView Advisory Group, LLC History New 633 29 0.0% — 708 +633 New Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Reduced 635 29 0.0% 0.01% 707 -200 -23.95% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History Added to 600 28 0.0% 0.0% 709 +200 50.0% Q4 2025 Jan 22, 2026
GS Investments, Inc. History No change 600 28 0.02% 0.01% 710 0 0.0% Q4 2025 Feb 09, 2026
LuminArx Capital Management LP History New 64,700 27 0.03% — 712 +64,700 New Q4 2025 Feb 17, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 581 27 0.02% 0.02% 711 -10 -1.69% Q4 2025 Feb 05, 2026
Archer Investment Corp History No change 543 25 0.01% 0.01% 713 0 0.0% Q4 2025 Jan 30, 2026
N.E.W. Advisory Services LLC History Reduced 531 24 0.0% 0.0% 714 -584 -52.38% Q4 2025 Jan 28, 2026
ROTHSCHILD INVESTMENT LLC History No change 500 23 0.0% 0.0% 715 0 0.0% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History Added to 454 21 0.0% 0.0% 716 +9 2.02% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History No change 395 18 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 13, 2026
IFC & Insurance Marketing, Inc. History New 369 17 0.02% — 718 +369 New Q4 2025 Feb 12, 2026
Copia Wealth Management History Reduced 360 16 0.01% 0.02% 720 -266 -42.49% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 357 16 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 30, 2026
Empirical Asset Management, LLC History No change 15,662 15 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 06, 2026
CGC Financial Services, LLC History No change 325 15 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History New 316 14 0.0% — 724 +316 New Q4 2025 Jan 20, 2026
BARRETT & COMPANY, INC. History No change 300 14 0.0% 0.0% 723 0 0.0% Q4 2025 Jan 28, 2026
Navalign, LLC History New 295 13 0.0% — 725 +295 New Q4 2025 Feb 05, 2026
Wiser Advisor Group LLC History Added to 293 13 0.01% 0.02% 726 +6 2.09% Q4 2025 Feb 09, 2026
Motiv8 Investments LLC History New 250 12 0.01% — 727 +250 New Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History No change 262 12 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 13, 2026
Noble Wealth Management PBC History No change 275 12 0.01% 0.01% 729 0 0.0% Q4 2025 Jan 05, 2026
CX Institutional History New 230 11 0.0% — 731 +230 New Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History No change 238 11 0.0% 0.0% 730 0 0.0% Q4 2025 Jan 23, 2026
Aventura Private Wealth, LLC History No change 247 11 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 07, 2026
VSM Wealth Advisory, LLC History New 227 10 0.0% — 735 +227 New Q4 2025 Feb 06, 2026
Rosenberg Matthew Hamilton History No change 233 10 0.0% 0.0% 733 0 0.0% Q4 2025 Jan 05, 2026
Reyes Financial Architecture, Inc. History No change 216 10 0.01% 0.01% 734 0 0.0% Q4 2025 Jan 26, 2026
Moisand Fitzgerald Tamayo, LLC History No change 206 9 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 14, 2026
Davis Capital Management History No change 199 9 0.01% 0.01% 737 0 0.0% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 186 8 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 10, 2026
Cheviot Value Management, LLC History No change 172 8 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 03, 2026
Glass Jacobson Investment Advisors llc History No change 171 8 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 22, 2026
Ares Financial Consulting, LLC History New 170 7 0.01% — 744 +170 New Q4 2025 Jan 30, 2026
Blume Capital Management, Inc. History No change 153 7 0.0% 0.0% 741 0 0.0% Q4 2025 Feb 05, 2026
Financial Gravity Asset Management, Inc. History No change 168 7 0.0% 0.0% 742 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 168 7 0.0% 0.0% 743 0 0.0% Q4 2025 Jan 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 144 6 0.0% — 750 +144 New Q4 2025 Feb 19, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 139 6 0.0% 0.0% 745 0 0.0% Q4 2025 Jan 15, 2026
KELLEHER FINANCIAL ADVISORS History No change 144 6 0.0% 0.0% 746 0 0.0% Q4 2025 Jan 20, 2026
Cedar Wealth Management, LLC History No change 140 6 0.0% 0.0% 747 0 0.0% Q4 2025 Feb 06, 2026
WFA of San Diego, LLC History No change 130 6 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 17, 2026
Corsicana & Co. History No change 141 6 0.0% 0.0% 749 0 0.0% Q4 2025 Jan 07, 2026
Richard C. Young & CO., LTD. History Added to 260,713 5 0.0% 0.02% 751 +255,908 5325.87% Q4 2025 Jan 29, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Reduced 125 5 0.0% 0.01% 753 -300 -70.59% Q4 2025 Feb 12, 2026
Plante Moran Financial Advisors, LLC History New 110 5 0.0% — 752 +110 New Q4 2025 Feb 05, 2026
Abound Wealth Management History Added to 120 5 0.0% 0.0% 756 +3 2.56% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History No change 125 5 0.0% 0.0% 754 0 0.0% Q4 2025 Feb 06, 2026
WOLFF WIESE MAGANA LLC History No change 109 5 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 14, 2026
Global Trust Asset Management, LLC History Reduced 100 4 0.0% 0.12% 758 -5,425 -98.19% Q4 2025 Jan 20, 2026
Root Financial Partners, LLC History New 104 4 0.0% — 759 +104 New Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 100 4 0.0% — 757 +100 New Q4 2025 Feb 13, 2026
Garton & Associates Financial Advisors LLC History New 100 4 0.0% — 760 +100 New Q4 2025 Feb 18, 2026
CVA Family Office, LLC History No change 80 3 0.0% 0.0% 761 0 0.0% Q4 2025 Jan 12, 2026
Tower Research Capital LLC (TRC) History Reduced 53 2 0.0% 0.0% 763 -376 -87.65% Q4 2025 Feb 17, 2026
IMG Wealth Management, Inc. History New 59 2 0.0% — 765 +59 New Q4 2025 Feb 05, 2026
Comprehensive Financial Planning, Inc./PA History New 49 2 0.0% — 766 +49 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History New 46 2 0.0% — 764 +46 New Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History No change 52 2 0.0% 0.0% 762 0 0.0% Q4 2025 Jan 20, 2026
REAP Financial Group, LLC History Reduced 25 1 0.0% 0.01% 769 -500 -95.24% Q4 2025 Feb 10, 2026
Triumph Capital Management History New 40 1 0.0% — 767 +40 New Q4 2025 Feb 12, 2026
Transce3nd, LLC History No change 32 1 0.01% 0.01% 768 0 0.0% Q4 2025 Feb 06, 2026
New Harbor Financial Group, LLC History Closed out 0 0 — 5.43% — -570,532 -100.0% Q3 2025 Nov 07, 2025
Sculptor Capital LP History Closed out 0 0 — 0.09% — -157,412 -100.0% Q3 2025 Nov 14, 2025
NORDEN GROUP LLC History Closed out 0 0 — 0.62% — -131,043 -100.0% Q3 2025 Oct 15, 2025
Clark Capital Management Group, Inc. History Closed out 0 0 — 0.03% — -97,726 -100.0% Q3 2025 Nov 14, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.14% — -91,051 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -64,727 -100.0% Q3 2025 Nov 10, 2025
Bullseye Investment Management, LLC History Closed out 0 0 — 1.98% — -62,675 -100.0% Q3 2025 Feb 02, 2026
Walleye Capital LLC History Closed out 0 0 — 0.01% — -62,000 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.34% — -57,951 -100.0% Q3 2025 Nov 12, 2025
Advisors Preferred, LLC History Closed out 0 0 — 0.31% — -45,330 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.05% — -40,774 -100.0% Q3 2025 Oct 14, 2025
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -28,861 -100.0% Q3 2025 Oct 16, 2025
Smart Portfolios, LLC History Closed out 0 0 — 1.28% — -28,322 -100.0% Q3 2025 Oct 30, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 — 0.05% — -22,539 -100.0% Q3 2025 Nov 06, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -14,938 -100.0% Q3 2025 Nov 13, 2025
Cambria Investment Management, L.P. History Closed out 0 0 — 0.04% — -14,734 -100.0% Q3 2025 Dec 01, 2025
BFI Infinity Ltd. History Closed out 0 0 — 0.38% — -12,407 -100.0% Q3 2025 Oct 28, 2025
StoneX Group Inc. History Closed out 0 0 — 0.02% — -12,214 -100.0% Q3 2025 Nov 14, 2025
Ballentine Partners, LLC History Closed out 0 0 — 0.01% — -12,101 -100.0% Q3 2025 Nov 03, 2025
Lavaca Capital LLC History Closed out 0 0 — 0.1% — -11,900 -100.0% Q3 2025 Nov 13, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 — 0.01% — -10,903 -100.0% Q3 2025 Nov 12, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.1% — -10,216 -100.0% Q3 2025 Oct 22, 2025
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.01% — -9,633 -100.0% Q3 2025 Nov 05, 2025
Glaxis Capital Management, LLC History Closed out 0 0 — 0.7% — -9,000 -100.0% Q3 2025 Nov 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.01% — -8,900 -100.0% Q3 2025 Nov 12, 2025
STEEL GROVE CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.04% — -7,769 -100.0% Q3 2025 Nov 14, 2025
FIFTH LANE CAPITAL, LP History Closed out 0 0 — 0.35% — -7,500 -100.0% Q3 2025 Nov 12, 2025
Lindenwold Advisors, INC History Closed out 0 0 — 0.15% — -6,998 -100.0% Q3 2025 Dec 16, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.0% — -6,780 -100.0% Q3 2025 Nov 12, 2025
Avior Wealth Management, LLC History Closed out 0 0 — 0.01% — -5,920 -100.0% Q3 2025 Nov 14, 2025
CARDIFF PARK ADVISORS, LLC History Closed out 0 0 — 0.02% — -5,846 -100.0% Q3 2025 Nov 14, 2025