BlackRock ETF Trust - BAI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
ENVESTNET ASSET MANAGEMENT INC History Added to 57,880,516 1,927,421 0.57% 0.55% 1 +1,430,418 2.53% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 23,406,351 779,431 0.21% 0.2% 2 +3,536,882 17.8% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 16,235,223 540,632 0.03% 0.02% 3 +7,659,120 89.31% Q4 2025 Feb 11, 2026
Dynasty Wealth Management, LLC History New 11,940,004 397,602 3.9% 4 +11,940,004 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 6,893,721 229,560 0.01% 0.01% 5 +1,975,334 40.16% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 6,848,004 227,972 0.05% 0.02% 6 +4,132,820 152.21% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 5,733,012 190,909 1.62% 1.4% 7 +491,210 9.37% Q4 2025 Jan 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 5,520,465 183,831 0.65% 0.66% 8 +242,169 4.59% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 5,321,220 177,196 2.93% 9 +5,321,220 New Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 5,187,871 172,756 0.42% 0.4% 10 +851,188 19.63% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History New 5,135,812 171,022 0.01% 11 +5,135,812 New Q4 2025 Feb 17, 2026
CWM, LLC History Added to 5,120,639 170,517 0.46% 0.5% 12 +270,474 5.58% Q4 2025 Jan 26, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 4,670,219 155,518 2.83% 13 +4,670,219 New Q4 2025 Jan 07, 2026
Cetera Investment Advisers History Added to 4,303,094 143,293 0.16% 0.15% 14 +482,006 12.61% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 3,264,997 108,724 0.25% 0.25% 15 +195,724 6.38% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 3,089,187 102,870 0.37% 0.42% 16 +406,276 15.14% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 2,897,917 96,500 0.02% 0.02% 17 +339,018 13.25% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,716,962 90,474 0.03% 0.02% 18 +1,336,027 96.75% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,467,105 82,154 0.11% 0.07% 19 +825,149 50.25% Q4 2025 Feb 12, 2026
SOFI WEALTH, LLC History Added to 2,461,727 81,975 4.09% 3.25% 20 +696,906 39.49% Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Added to 2,230,296 74,268 0.73% 0.74% 21 +117,765 5.57% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 2,167,273 72,170 0.58% 0.52% 22 +507,577 30.58% Q4 2025 Jan 26, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,147,987 71,527 0.94% 0.96% 23 +220,203 11.42% Q4 2025 Feb 10, 2026
JB Capital LLC History Added to 2,081,379 69,309 2.83% 2.8% 24 +177,911 9.35% Q4 2025 Jan 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,961,356 65,867 0.12% 0.1% 25 +480,494 32.45% Q4 2025 Feb 05, 2026
Advocacy Wealth Management, LLC History Added to 1,548,340 51,559 2.16% 2.1% 26 +128,759 9.07% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 1,547,595 51,535 0.05% 0.04% 27 +216,443 16.26% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,491,523 49,667 0.3% 0.35% 28 +53,817 3.74% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History New 1,483,384 49,396 0.27% 29 +1,483,384 New Q4 2025 Jan 29, 2026
Destination Wealth Management History New 1,401,203 46,660 1.22% 30 +1,401,203 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 1,294,007 43,090 0.0% 0.0% 31 +377,797 41.23% Q4 2025 Feb 12, 2026
Abundance Wealth Counselors History Reduced 1,100,684 36,652 6.19% 6.45% 32 -356 -0.03% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Added to 1,060,667 35,334 0.05% 0.03% 33 +494,073 87.2% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Reduced 1,034,774 34,457 2.1% 2.25% 34 -20,558 -1.95% Q4 2025 Jan 26, 2026
Quotient Wealth Partners, LLC History New 982,631 32,721 0.87% 35 +982,631 New Q4 2025 Jan 22, 2026
Ascent Group, LLC History Added to 925,958 30,834 1.05% 1.04% 36 +64,716 7.51% Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 924,917 30,799 0.18% 0.19% 37 +62,844 7.29% Q4 2025 Jan 26, 2026
Austin Private Wealth, LLC History Added to 845,384 28,151 2.09% 2.09% 38 +36,990 4.58% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Added to 799,210 26,613 0.3% 0.29% 39 +68,469 9.37% Q4 2025 Feb 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 788,337 26,251 0.96% 0.75% 40 +320,361 68.46% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Added to 777,441 25,888 0.31% 0.15% 41 +296,819 61.76% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 753,054 25,076 0.0% 42 +753,054 New Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 752,544 25,059 0.61% 0.58% 43 +57,357 8.25% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 682,077 22,713 0.0% 0.0% 44 +408,192 149.04% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Added to 674,713 22,467 0.03% 0.03% 45 +46,256 7.36% Q4 2025 Feb 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 664,625 22,132 1.32% 1.05% 46 +134,955 25.48% Q4 2025 Jan 20, 2026
Cambridge Investment Research Advisors, Inc. History Added to 657,345 21,890 0.06% 0.05% 47 +147,647 28.97% Q4 2025 Feb 05, 2026
Icon Wealth Advisors, LLC History Added to 616,023 20,513 1.37% 1.33% 48 +40,650 7.06% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 595,021 19,814 0.02% 0.01% 49 +315,521 112.89% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 590,868 19,675 0.02% 0.02% 50 +38,463 6.96% Q4 2025 Jan 30, 2026
Sharkey, Howes & Javer History Added to 570,464 18,996 2.41% 2.34% 51 +36,822 6.9% Q4 2025 Jan 13, 2026
IHT Wealth Management, LLC History Added to 538,317 17,926 0.44% 0.31% 52 +184,414 52.11% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 522,878 17,411 0.36% 0.25% 53 +205,896 64.96% Q4 2025 Feb 03, 2026
Scarborough Advisors, LLC History Added to 510,319 16,993 2.87% 2.94% 54 +22,061 4.52% Q4 2025 Feb 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 503,874 16,779 1.97% 55 +503,874 New Q4 2025 Feb 03, 2026
Shepherd Financial Partners LLC History Added to 498,801 16,610 1.54% 1.45% 56 +51,523 11.52% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 484,232 16,124 0.11% 0.09% 57 +145,798 43.08% Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History Added to 476,279 15,860 1.16% 1.15% 58 +40,658 9.33% Q4 2025 Feb 10, 2026
West Wealth Group, LLC History Added to 468,407 15,597 3.24% 3.33% 59 +45,654 10.8% Q4 2025 Jan 26, 2026
MA Private Wealth History New 450,128 14,989 2.5% 61 +450,128 New Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 450,121 14,989 0.08% 0.07% 60 +86,811 23.89% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Added to 449,270 14,977 2.26% 2.24% 62 +19,626 4.57% Q4 2025 Jan 27, 2026
SteelPeak Wealth, LLC History Reduced 438,293 14,595 0.48% 0.51% 63 -12,740 -2.82% Q4 2025 Jan 20, 2026
Stone House Investment Management, LLC History Added to 424,480 14,135 2.19% 2.42% 64 +4,069 0.97% Q4 2025 Jan 21, 2026
KWB Wealth History Added to 422,954 14,084 1.33% 0.65% 65 +218,967 107.34% Q4 2025 Jan 12, 2026
Centerline Wealth Advisors, LLC History New 415,575 13,838 5.01% 66 +415,575 New Q4 2025 Jan 08, 2026
TSFG, LLC History Added to 410,352 13,665 2.04% 1.32% 67 +167,202 68.76% Q4 2025 Feb 04, 2026
Private Advisor Group, LLC History Added to 409,014 13,620 0.06% 0.04% 68 +165,259 67.8% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 396,234 13,194 0.1% 0.09% 69 +58,771 17.42% Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History Added to 389,258 12,962 1.23% 1.29% 70 +95,525 32.52% Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Added to 386,610 12,874 2.61% 2.38% 71 +48,149 14.23% Q4 2025 Feb 18, 2026
UNIQUE WEALTH, LLC History New 378,295 12,597 1.76% 72 +378,295 New Q4 2025 Jan 06, 2026
Physician Wealth Advisors, Inc. History Added to 369,035 12,288 1.71% 1.65% 73 +28,831 8.47% Q4 2025 Jan 29, 2026
Security Financial Services, INC. History Added to 363,172 12,093 1.9% 1.86% 74 +26,518 7.88% Q4 2025 Jan 27, 2026
Keystone Financial Group History Added to 359,189 11,961 0.88% 0.7% 75 +91,215 34.04% Q4 2025 Feb 06, 2026
EQ LLC History Added to 359,082 11,957 3.45% 3.28% 76 +76,309 26.99% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 354,467 11,803 0.2% 0.1% 77 +189,565 114.96% Q4 2025 Feb 17, 2026
Tennessee Valley Asset Management Partners History Added to 346,888 11,551 1.5% 1.51% 78 +21,578 6.63% Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History Added to 344,594 11,474 0.9% 0.61% 79 +127,872 59.0% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History New 332,388 11,068 1.01% 80 +332,388 New Q4 2025 Feb 18, 2026
MCMORGAN & CO LLC History Added to 327,075 10,891 1.8% 1.64% 81 +14,706 4.71% Q4 2025 Feb 11, 2026
Kelly Financial Services LLC History Added to 323,351 10,767 2.7% 2.64% 82 +24,605 8.24% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 322,376 10,735 0.12% 0.1% 83 +120,575 59.75% Q4 2025 Jan 23, 2026
PAX Financial Group, LLC History Added to 321,754 10,714 1.85% 1.72% 84 +41,715 14.9% Q4 2025 Feb 05, 2026
Strategic Blueprint, LLC History Added to 313,574 10,442 0.62% 0.39% 85 +54,362 20.97% Q4 2025 Jan 30, 2026
One Wealth Advisors, LLC History Added to 311,303 10,366 1.27% 1.21% 86 +29,692 10.54% Q4 2025 Feb 02, 2026
Blue Edge Capital, LLC History New 311,086 10,359 1.39% 87 +311,086 New Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 297,988 9,922 0.99% 88 +297,988 New Q4 2025 Apr 01, 2026
Buttonwood Financial Group, LLC History Reduced 286,881 9,848 5.23% 6.59% 89 -152,373 -34.69% Q4 2025 Jan 13, 2026
Trek Financial, LLC History Added to 291,996 9,723 0.56% 0.55% 90 +19,304 7.08% Q4 2025 Feb 04, 2026
WEALTH ALLIANCE, LLC History Added to 279,103 9,294 0.91% 0.84% 91 +39,787 16.63% Q4 2025 Feb 13, 2026
Midwest Capital Advisors, LLC History Added to 269,016 8,958 4.29% 4.04% 92 +23,951 9.77% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History Added to 268,415 8,938 0.16% 0.13% 93 +102,251 61.54% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 267,829 8,918 0.26% 94 +267,829 New Q4 2025 Feb 13, 2026
Almanack Investment Partners, LLC. History Added to 264,357 8,803 1.5% 1.36% 95 +6,655 2.58% Q4 2025 Jan 29, 2026
ONE Advisory Partners, LLC History Added to 263,590 8,777 2.65% 2.69% 96 +15,857 6.4% Q4 2025 Jan 12, 2026
Detalus Advisors, LLC History Reduced 262,184 8,730 2.13% 2.32% 97 -687 -0.26% Q4 2025 Feb 03, 2026
U.S. Capital Wealth Advisors, LLC History Added to 259,744 8,649 0.23% 0.13% 98 +123,595 90.78% Q4 2025 Jan 23, 2026
SWMG, LLC History Added to 247,031 8,497 2.36% 2.4% 99 +20,570 9.08% Q4 2025 Feb 10, 2026
Keystone Financial Services History Added to 254,491 8,474 2.56% 1.25% 100 +136,543 115.77% Q4 2025 Feb 12, 2026
Greater Midwest Financial Group, LLC History New 250,397 8,338 4.66% 101 +250,397 New Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 249,411 8,305 3.67% 3.54% 102 +29,461 13.39% Q4 2025 Feb 13, 2026
Cypress Wealth Services, LLC History Added to 248,993 8,291 1.15% 1.18% 103 +37,432 17.69% Q4 2025 Jan 14, 2026
BUSH INVESTMENT GROUP, LLC History Added to 243,329 8,102 4.53% 4.75% 104 +8,423 3.59% Q4 2025 Mar 05, 2026
Cardinal Strategic Wealth Guidance History Added to 243,062 8,093 2.11% 0.98% 105 +136,335 127.74% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History Added to 242,568 8,077 0.16% 0.12% 106 +148,272 157.24% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 235,367 8,058 1.63% 1.18% 107 +86,993 58.63% Q4 2025 Feb 03, 2026
Legacy Financial Group LLC History Added to 243,221 7,938 0.98% 1.04% 108 +11,178 4.82% Q4 2025 Feb 05, 2026
Regal Investment Advisors LLC History Added to 234,591 7,811 0.47% 0.4% 109 +56,481 31.71% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 227,504 7,575 0.09% 0.08% 110 +23,000 11.25% Q4 2025 Jan 15, 2026
Blue Trust, Inc. History Reduced 225,884 7,521 0.08% 0.09% 111 -6,324 -2.72% Q4 2025 Jan 16, 2026
Stratos Wealth Partners, LTD. History Added to 225,596 7,512 0.08% 0.03% 112 +150,987 202.37% Q4 2025 Jan 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 224,648 7,480 0.0% 0.0% 113 +114,952 104.79% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 224,327 7,470 0.11% 0.1% 114 +23,141 11.5% Q4 2025 Feb 17, 2026
EWA, LLC History Added to 223,760 7,451 1.82% 1.99% 115 +13,732 6.54% Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 222,738 7,417 0.12% 0.03% 116 +177,460 391.93% Q4 2025 Mar 12, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 222,402 7,405 2.57% 2.32% 117 +37,411 20.22% Q4 2025 Jan 27, 2026
Tidemark, LLC History Added to 222,116 7,396 2.1% 1.99% 118 +21,912 10.94% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 220,135 7,330 0.08% 0.06% 119 +117,501 114.49% Q4 2025 Jan 29, 2026
Cornerstone Wealth Group, LLC History New 219,589 7,312 0.5% 120 +219,589 New Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 216,892 7,222 0.11% 0.07% 121 +85,670 65.29% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 214,358 7,138 0.03% 0.03% 122 +48,278 29.07% Q4 2025 Feb 13, 2026
Rothschild Wealth LLC History Added to 212,014 7,060 0.68% 0.7% 123 +118,320 126.28% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 209,284 6,969 0.14% 0.04% 124 +146,628 234.02% Q4 2025 Feb 17, 2026
Invst, LLC History Reduced 208,325 6,937 0.75% 0.85% 125 -11,826 -5.37% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 203,966 6,810 0.04% 0.04% 126 +31,474 18.25% Q4 2025 Feb 17, 2026
Avid Wealth Partners LLC History Added to 195,817 6,520 3.19% 2.14% 127 +69,470 54.98% Q4 2025 Feb 13, 2026
Lineweaver Wealth Advisors, LLC History Added to 195,654 6,515 0.88% 0.95% 128 +6,671 3.53% Q4 2025 Jan 14, 2026
JT Stratford LLC History Added to 192,382 6,406 0.82% 0.08% 129 +173,834 937.21% Q4 2025 Feb 12, 2026
ShoreHaven Wealth Partners, LLC History Reduced 189,893 6,323 2.27% 2.73% 130 -26,232 -12.14% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Added to 186,708 6,217 0.19% 0.17% 131 +20,097 12.06% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 186,000 6,193 0.13% 0.04% 132 +138,693 293.18% Q4 2025 Feb 02, 2026
Bay Harbor Wealth Management, LLC History Added to 185,237 6,168 1.61% 1.63% 133 +8,833 5.01% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Added to 180,403 6,007 0.1% 0.07% 134 +59,728 49.49% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Added to 178,182 5,933 0.01% 0.01% 135 +20,697 13.14% Q4 2025 Jan 23, 2026
WealthShield Partners, LLC History Added to 173,302 5,770 0.64% 0.6% 136 +17,426 11.18% Q4 2025 Feb 03, 2026
Fifth Third Wealth Advisors LLC History Added to 171,426 5,708 0.2% 0.02% 137 +159,479 1334.89% Q4 2025 Jan 15, 2026
Marks Group Wealth Management, Inc History Added to 169,013 5,628 0.54% 0.42% 138 +38,171 29.17% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 168,146 5,599 0.07% 0.03% 139 +108,062 179.85% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Added to 164,341 5,472 0.14% 0.14% 140 +13,426 8.9% Q4 2025 Feb 17, 2026
Synergy Investment Management, LLC History Added to 163,857 5,456 1.93% 1.84% 141 +23,076 16.39% Q4 2025 Feb 06, 2026
Quadrant Private Wealth Management, LLC History Added to 163,156 5,433 0.89% 0.85% 142 +27,032 19.86% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Added to 155,701 5,405 0.46% 0.49% 143 +4,727 3.13% Q4 2025 Jan 20, 2026
Modern Wealth Management, LLC History Added to 162,139 5,399 0.1% 0.07% 144 +63,993 65.2% Q4 2025 Feb 17, 2026
TSA Wealth Managment LLC History Added to 160,487 5,344 1.77% 1.79% 145 +6,420 4.17% Q4 2025 Jan 22, 2026
Cobblestone Asset Management LLC History Added to 155,372 5,173 2.32% 2.29% 146 +8,659 5.9% Q4 2025 Jan 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 145,503 5,098 0.24% 147 +145,503 New Q4 2025 Feb 03, 2026
StoneCrest Wealth Management, Inc. History Added to 150,972 5,027 2.03% 2.07% 148 +12,912 9.35% Q4 2025 Jan 16, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 150,324 5,005 0.56% 0.49% 149 +27,165 22.06% Q4 2025 Jan 08, 2026
Integras Partners LLC History Reduced 144,113 4,798 3.88% 4.1% 150 -4,398 -2.96% Q4 2025 Jan 29, 2026
Vertex Planning Partners, LLC History Added to 143,686 4,784 1.11% 0.93% 151 +2,388 1.69% Q4 2025 Feb 17, 2026
Beacon Bridge Wealth Partners, LLC History New 143,582 4,781 1.59% 152 +143,582 New Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History Added to 141,854 4,723 0.12% 0.1% 153 +33,341 30.73% Q4 2025 Jan 29, 2026
Mayflower Financial Advisors, LLC History Added to 140,578 4,681 0.57% 0.55% 154 +12,727 9.95% Q4 2025 Jan 13, 2026
Intelligence Driven Advisers, LLC History New 140,218 4,669 0.67% 155 +140,218 New Q4 2025 Jan 23, 2026
SigFig Wealth Management, LLC History Added to 139,420 4,642 0.14% 0.14% 156 +7,954 6.05% Q4 2025 Jan 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 130,884 4,625 1.35% 1.19% 157 +28,473 27.8% Q4 2025 Feb 10, 2026
WCG Wealth Advisors LLC History New 137,297 4,572 0.13% 158 +137,297 New Q4 2025 Feb 10, 2026
May Hill Capital, LLC History Added to 132,568 4,414 0.58% 0.51% 159 +81,499 159.59% Q4 2025 Feb 05, 2026
J.E. Simmons & Co., P.C. History New 131,348 4,373 2.83% 160 +131,348 New Q4 2025 Feb 13, 2026
Hobbs Wealth Management, LLC History Added to 130,993 4,362 4.25% 3.69% 161 +2,132 1.65% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 129,425 4,309 0.0% 0.0% 162 +122,476 1762.5% Q4 2025 Mar 25, 2026
Keebeck Wealth Management History Added to 128,671 4,284 0.49% 0.39% 163 +32,603 33.94% Q4 2025 Feb 17, 2026
Peak Wealth Management LLC History New 127,416 4,242 3.55% 164 +127,416 New Q4 2025 Feb 04, 2026
CORE WEALTH ADVISORS, LLC History New 126,881 4,225 3.33% 165 +126,881 New Q4 2025 Feb 10, 2026
Embree Financial Group History Added to 126,279 4,205 0.52% 0.22% 166 +77,707 159.98% Q4 2025 Jan 14, 2026
Maia Wealth LLC History Reduced 121,499 4,178 0.71% 0.84% 167 -15,907 -11.58% Q4 2025 Feb 17, 2026
Daviman Financial, LLC History New 124,226 4,136 2.43% 168 +124,226 New Q4 2025 Feb 06, 2026
Gen-Wealth Partners Inc History Added to 120,373 4,008 1.28% 1.23% 169 +13,490 12.62% Q4 2025 Feb 13, 2026
True Vision MN LLC History Added to 116,037 3,864 1.96% 2.05% 170 +727 0.63% Q4 2025 Jan 14, 2026
SWP FINANCIAL LLC History Added to 115,866 3,858 1.94% 1.92% 171 +5,723 5.2% Q4 2025 Jan 16, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 111,980 3,728 0.44% 0.38% 172 +26,037 30.3% Q4 2025 Jan 26, 2026
VestGen Advisors, LLC History Reduced 111,399 3,709 0.16% 0.26% 173 -113,620 -50.49% Q4 2025 Feb 17, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 107,849 3,591 1.03% 0.58% 174 +53,203 97.36% Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History New 107,428 3,577 0.19% 175 +107,428 New Q4 2025 Jan 07, 2026
CURTIS WEALTH MANAGEMENT LLC History New 102,149 3,530 3.07% 176 +102,149 New Q4 2025 Feb 11, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 104,205 3,470 0.92% 0.44% 177 +60,801 140.08% Q4 2025 Jan 12, 2026
Polaris Investment Advisors, LLC History New 102,064 3,398 2.46% 178 +102,064 New Q4 2025 Jan 15, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 98,483 3,272 0.62% 0.44% 179 +6,431 6.99% Q4 2025 Feb 02, 2026
Spectrum Planning & Advisory Services Inc. History Added to 98,123 3,267 1.68% 1.8% 180 +4,529 4.84% Q4 2025 Feb 10, 2026
Advyzon Investment Management, LLC History Added to 98,086 3,266 0.38% 0.07% 181 +86,365 736.84% Q4 2025 Feb 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 94,486 3,146 1.34% 1.36% 182 +5,813 6.56% Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Added to 94,051 3,131 0.0% 0.0% 183 +12,078 14.73% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 93,230 3,104 0.07% 0.07% 184 +13,004 16.21% Q4 2025 Feb 06, 2026
Tradition Wealth Management, LLC History Added to 93,028 3,097 0.22% 0.22% 185 +4,320 4.87% Q4 2025 Feb 11, 2026
Csenge Advisory Group History Added to 92,850 3,091 0.14% 0.13% 186 +12,774 15.95% Q4 2025 Feb 06, 2026
Bedminster, LLC History New 91,858 3,058 2.81% 187 +91,858 New Q4 2025 Feb 05, 2026
Centurion Wealth Management LLC History Added to 88,622 2,951 0.65% 0.63% 188 +8,264 10.28% Q4 2025 Jan 14, 2026
Braun-Bostich & Associates Inc. History Added to 86,544 2,881 1.78% 1.74% 189 +5,503 6.79% Q4 2025 Jan 14, 2026
Simplicity Wealth,LLC History Added to 84,334 2,808 0.17% 0.14% 190 +13,811 19.58% Q4 2025 Jan 30, 2026
Pinion Investment Advisors, LLC History Added to 83,229 2,771 0.68% 0.65% 191 +17,031 25.73% Q4 2025 Jan 29, 2026
A4 Wealth Advisors LLC History Added to 82,580 2,749 2.38% 1.31% 192 +37,203 81.99% Q4 2025 Feb 13, 2026
Gateway Wealth Partners, LLC History Added to 81,770 2,722 0.3% 0.34% 193 +8,587 11.73% Q4 2025 Feb 11, 2026
LiftPoint Family Wealth Advisors LLC History New 81,675 2,719 2.32% 194 +81,675 New Q4 2025 Feb 13, 2026
Lantz Financial LLC History Added to 80,994 2,697 0.57% 0.5% 195 +14,460 21.73% Q4 2025 Jan 14, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 80,025 2,664 0.84% 0.25% 196 +49,025 158.15% Q4 2025 Feb 02, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 79,719 2,641 0.34% 0.35% 197 +6,326 8.62% Q4 2025 Feb 04, 2026
Shared Vision Wealth Group LLC History Added to 75,468 2,608 1.06% 0.98% 198 +7,729 11.41% Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 77,964 2,596 0.06% 0.04% 199 +12,433 18.97% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Reduced 77,204 2,570 0.0% 0.0% 200 -13,707 -15.08% Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History Added to 75,365 2,509 0.17% 0.11% 201 +27,655 57.96% Q4 2025 Feb 20, 2026
Vestmark Advisory Solutions, Inc. History Added to 74,623 2,484 0.03% 0.04% 202 +7,200 10.68% Q4 2025 Feb 06, 2026
PFG Advisors History Added to 72,891 2,427 0.12% 0.03% 203 +49,111 206.52% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Added to 70,881 2,360 0.08% 0.06% 204 +23,780 50.49% Q4 2025 Jan 13, 2026
THEORY FINANCIAL LLC History Added to 68,212 2,357 0.79% 0.78% 205 +4,880 7.71% Q4 2025 Feb 10, 2026
Portfolio Resources Advisor Group, Inc. History New 70,584 2,350 2.35% 206 +70,584 New Q4 2025 Feb 13, 2026
FFG RETIREMENT ADVISORS LLC History Added to 70,446 2,345 1.45% 0.99% 207 +23,784 50.97% Q4 2025 Jan 12, 2026
Berbice Capital Management LLC History Added to 69,608 2,317 1.39% 1.28% 208 +8,797 14.47% Q4 2025 Feb 06, 2026
Global Wealth Strategies & Associates History Added to 68,932 2,295 0.57% 0.52% 209 +9,461 15.91% Q4 2025 Jan 02, 2026
KM Capital Management Ltd. History New 68,681 2,287 1.17% 210 +68,681 New Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Added to 68,456 2,279 0.28% 0.06% 211 +55,355 422.52% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 67,761 2,256 0.0% 212 +67,761 New Q4 2025 Feb 18, 2026
Merkkuri Wealth Advisors LLC History Added to 67,208 2,238 1.52% 0.88% 213 +31,538 88.42% Q4 2025 Jan 29, 2026
Cornerstone Planning Group LLC History Added to 61,769 2,228 0.35% 0.33% 214 +6,271 11.3% Q4 2025 Feb 02, 2026
Hoxton Planning & Management, LLC History Added to 65,027 2,165 0.65% 0.67% 215 +4,312 7.1% Q4 2025 Feb 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 64,867 2,160 0.1% 216 +64,867 New Q4 2025 Feb 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 64,752 2,156 1.17% 0.58% 217 +34,541 114.33% Q4 2025 Feb 05, 2026
M1 Capital Management LLC History Added to 64,185 2,137 0.89% 0.78% 218 +11,241 21.23% Q4 2025 Feb 13, 2026
Davis Wealth Advisors, LLC History New 62,560 2,083 1.73% 219 +62,560 New Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History Added to 62,332 2,076 0.23% 0.08% 220 +39,989 178.98% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 61,311 2,041 0.07% 0.08% 221 -4,218 -6.44% Q4 2025 Feb 02, 2026
Tyche Wealth Partners LLC History Added to 60,788 2,024 0.32% 0.27% 222 +15,107 33.07% Q4 2025 Jan 23, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 60,750 2,022 0.76% 0.77% 223 +3,319 5.78% Q4 2025 Jan 08, 2026
Barnes Wealth Management Group, Inc History Added to 59,774 1,990 1.07% 1.09% 224 +1,930 3.34% Q4 2025 Feb 24, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 59,353 1,976 0.12% 0.14% 225 +2,356 4.13% Q4 2025 Feb 11, 2026
WealthPoint Financial, LLC History New 58,930 1,962 1.71% 226 +58,930 New Q4 2025 Feb 19, 2026
Diversify Advisory Services, LLC History Added to 55,892 1,950 0.06% 0.05% 227 +20,065 56.01% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Added to 57,690 1,921 0.04% 0.04% 228 +3,874 7.2% Q4 2025 Feb 03, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 56,600 1,884 0.0% 0.0% 229 +24,200 74.69% Q4 2025 Feb 12, 2026
UPTICK PARTNERS, LLC History New 55,480 1,847 0.39% 230 +55,480 New Q4 2025 Feb 02, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 55,134 1,835 0.05% 0.01% 231 +49,172 824.76% Q4 2025 Feb 13, 2026
WealthTrak Capital Management LLC History Added to 55,131 1,835 1.31% 0.9% 232 +23,125 72.25% Q4 2025 Feb 10, 2026
Focus Financial Network, Inc. History Added to 54,852 1,826 0.06% 0.06% 233 +3,805 7.45% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 52,569 1,750 0.08% 0.08% 234 +2,977 6.0% Q4 2025 Feb 17, 2026
Chatterton & Associates Inc. History New 51,964 1,730 1.48% 235 +51,964 New Q4 2025 Jan 20, 2026
Archer Investment Management, LLC History New 51,788 1,724 0.93% 236 +51,788 New Q4 2025 Jan 12, 2026
Retirement Wealth Solutions LLC History Added to 51,723 1,722 1.09% 1.15% 237 +606 1.19% Q4 2025 Jan 07, 2026
Wealth Quarterback LLC History New 51,347 1,709 0.62% 238 +51,347 New Q4 2025 Jan 15, 2026
RCS Financial Planning, LLC History Added to 50,893 1,694 0.73% 0.66% 239 +7,559 17.44% Q4 2025 Jan 15, 2026
Western Wealth Management, LLC History Added to 50,127 1,669 0.08% 0.02% 240 +39,593 375.86% Q4 2025 Feb 05, 2026
Frisch Financial Group, Inc. History Added to 50,012 1,665 0.37% 0.19% 241 +26,249 110.46% Q4 2025 Feb 06, 2026
WealthPLAN Partners, LLC History Added to 48,383 1,611 0.24% 0.22% 242 +4,780 10.96% Q4 2025 Feb 12, 2026
LifePlan Investment Advisors, Inc. History Added to 48,211 1,605 0.65% 0.67% 243 +1,186 2.52% Q4 2025 Feb 09, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 47,711 1,588 0.58% 0.4% 244 +20,054 72.51% Q4 2025 Feb 12, 2026
BLALOCK WILLIAMS, LLC History Added to 47,366 1,577 1.26% 1.2% 245 +7,186 17.88% Q4 2025 Feb 02, 2026
WEALTHGARDEN F.S. LLC History Added to 45,271 1,564 1.03% 1.05% 246 +3,227 7.68% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 46,464 1,547 0.07% 0.06% 247 +9,317 25.08% Q4 2025 Jan 21, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 45,864 1,527 0.73% 0.74% 248 +609 1.35% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 45,452 1,513 0.07% 0.06% 249 +4,082 9.87% Q4 2025 Feb 10, 2026
Commonwealth Retirement Investments LLC History Added to 45,319 1,509 0.49% 0.48% 250 +4,025 9.75% Q4 2025 Feb 11, 2026
BCU Wealth Advisors, LLC History Added to 43,400 1,445 0.55% 0.56% 251 +2,761 6.79% Q4 2025 Jan 30, 2026
J.M. Arbour, LLC History New 41,930 1,396 1.39% 252 +41,930 New Q4 2025 Jan 26, 2026
Strategic Financial Concepts, LLC History New 41,874 1,394 1.27% 253 +41,874 New Q4 2025 Feb 09, 2026
Keystone Wealth Services, LLC History Added to 41,304 1,375 0.29% 0.28% 254 +3,240 8.51% Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Added to 40,980 1,364 0.05% 0.05% 255 +3,390 9.02% Q4 2025 Jan 21, 2026
Vantage Point Financial LLC History Added to 40,698 1,355 0.48% 0.42% 256 +9,037 28.54% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Added to 40,223 1,339 0.04% 0.02% 257 +26,530 193.75% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 40,015 1,332 0.08% 0.08% 258 +703 1.79% Q4 2025 Jan 14, 2026
Integrity Advisory Solutions, LLC History Added to 39,486 1,314 0.19% 0.09% 259 +22,465 131.98% Q4 2025 Feb 09, 2026
First Heartland Consultants, Inc. History Added to 39,162 1,304 0.1% 0.1% 260 +2,167 5.86% Q4 2025 Jan 09, 2026
BENJAMIN EDWARDS INC History Added to 37,860 1,260 0.01% 0.01% 261 +3,268 9.45% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 37,789 1,258 0.02% 0.02% 262 +8,758 30.17% Q4 2025 Feb 09, 2026
CHOREO, LLC History New 36,924 1,242 0.02% 263 +36,924 New Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 37,042 1,233 0.0% 0.0% 264 +6,299 20.49% Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History New 36,418 1,212 0.21% 265 +36,418 New Q4 2025 Jan 26, 2026
Private Wealth Partners, LLC History New 36,200 1,205 0.09% 266 +36,200 New Q4 2025 Jan 27, 2026
BlackDiamond Wealth Management, LLC History Added to 33,521 1,184 0.58% 0.56% 267 +3,404 11.3% Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Added to 35,496 1,182 0.32% 0.32% 268 +360 1.02% Q4 2025 Jan 16, 2026
Interchange Capital Partners, LLC History Added to 35,278 1,174 0.22% 0.23% 269 +1,286 3.78% Q4 2025 Jan 30, 2026
Ridgeline Wealth Planning, LLC History New 35,139 1,170 0.83% 270 +35,139 New Q4 2025 Feb 03, 2026
Saxony Capital Management, LLC History New 34,689 1,155 0.71% 271 +34,689 New Q4 2025 Jan 15, 2026
Clearview Wealth Advisors LLC History Added to 34,505 1,149 0.73% 0.31% 272 +20,318 143.22% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 34,463 1,147 0.01% 273 +34,463 New Q4 2025 Feb 18, 2026
NORTHLAND SECURITIES, INC. History New 34,372 1,144 1.1% 274 +34,372 New Q4 2025 Jan 23, 2026
ORG Partners LLC History Added to 34,346 1,143 0.2% 0.16% 275 +9,394 37.65% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 33,604 1,119 0.07% 0.04% 276 +13,997 71.39% Q4 2025 Feb 06, 2026
Capital Asset Managemnet, LLC History New 32,288 1,112 1.23% 277 +32,288 New Q4 2025 Apr 07, 2026
Brookwood Investment Group LLC History Added to 32,698 1,088 0.13% 0.05% 278 +20,208 161.79% Q4 2025 Jan 22, 2026
SUTTON PLACE INVESTORS LLC History Added to 32,613 1,086 0.6% 0.59% 279 +2,252 7.42% Q4 2025 Jan 21, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Added to 31,005 1,032 0.82% 0.82% 280 +880 2.92% Q4 2025 Jan 16, 2026
Mosley Wealth Management History New 27,985 999 0.46% 281 +27,985 New Q4 2025 Feb 12, 2026
Raleigh Capital Management Inc. History Added to 29,990 998 0.36% 0.35% 282 +2,736 10.04% Q4 2025 Jan 21, 2026
LEIGH BALDWIN & CO., LLC History New 29,929 997 0.66% 283 +29,929 New Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History New 29,898 995 0.01% 284 +29,898 New Q4 2025 Feb 11, 2026
Sageworth Trust Co History New 29,693 988 0.04% 285 +29,693 New Q4 2025 Feb 03, 2026
Summit Wealth Partners, LLC History New 29,226 973 0.18% 286 +29,226 New Q4 2025 Jan 27, 2026
Sovereign Financial Group, Inc. History Reduced 28,776 958 0.17% 0.19% 287 -475 -1.62% Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 28,595 952 0.02% 0.02% 288 +3,792 15.29% Q4 2025 Feb 09, 2026
Sigma Planning Corp History Added to 28,445 947 0.03% 0.02% 289 +3,928 16.02% Q4 2025 Jan 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 27,382 943 0.0% 0.0% 290 +19,544 249.35% Q4 2025 Jan 08, 2026
Rockefeller Capital Management L.P. History Added to 28,197 938 0.0% 0.0% 291 +27,541 4198.32% Q4 2025 Mar 16, 2026
Integrated Wealth Management History New 27,982 931 1.05% 292 +27,982 New Q4 2025 Mar 03, 2026
Smartleaf Asset Management LLC History Added to 26,977 908 0.03% 0.03% 293 +12,036 80.56% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 27,159 904 0.07% 0.08% 294 +1,152 4.43% Q4 2025 Jan 13, 2026
Horizon Wealth Management, LLC History Added to 27,004 899 0.14% 0.06% 295 +15,573 136.23% Q4 2025 Feb 04, 2026
OMNI 360 Wealth, Inc. History New 25,795 886 0.45% 296 +25,795 New Q4 2025 Jan 29, 2026
Fairvoy Private Wealth, LLC History New 26,315 876 0.2% 297 +26,315 New Q4 2025 Jan 14, 2026
Vantus Wealth LLC History New 25,953 864 0.64% 298 +25,953 New Q4 2025 Feb 10, 2026
Richmond Investment Services, LLC History Added to 25,742 857 0.15% 0.09% 299 +11,263 77.79% Q4 2025 Feb 12, 2026
Tempus Wealth Planning, LLC History Added to 25,625 853 0.2% 0.18% 300 +2,608 11.33% Q4 2025 Jan 16, 2026
Cassilly Financial Group LLC History New 25,452 847 0.75% 301 +25,452 New Q4 2025 Jan 15, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 25,181 838 0.39% 0.42% 302 +551 2.24% Q4 2025 Feb 17, 2026
Optivise Advisory Services LLC History Added to 24,282 808 0.47% 0.34% 303 +7,373 43.6% Q4 2025 Jan 12, 2026
W ADVISORS, LLC History Added to 24,073 801 0.4% 0.38% 304 +2,694 12.6% Q4 2025 Feb 13, 2026
Family Manage LLC History Added to 22,705 756 0.1% 0.1% 305 +849 3.88% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History New 22,646 754 0.12% 306 +22,646 New Q4 2025 Feb 17, 2026
DecisionMap Wealth Management, LLC History New 22,404 746 0.46% 307 +22,404 New Q4 2025 Jan 07, 2026
COMERICA BANK History Added to 22,333 743 0.0% 0.0% 308 +291 1.32% Q4 2025 Jan 29, 2026
MKT Advisors LLC History Added to 21,789 741 0.25% 0.26% 309 +1,415 6.95% Q4 2025 Jan 08, 2026
Belpointe Asset Management LLC History Added to 22,105 736 0.03% 0.01% 310 +11,224 103.15% Q4 2025 Jan 27, 2026
Atlatl Advisers LLC History Added to 22,117 736 0.28% 0.27% 311 +2,106 10.52% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History Added to 22,054 734 0.15% 0.1% 312 +9,213 71.75% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 21,799 725 0.01% 0.01% 313 +7,897 56.8% Q4 2025 Feb 13, 2026
Catalina Capital Group, LLC History Added to 21,586 718 0.44% 0.28% 314 +8,015 59.06% Q4 2025 Jan 16, 2026
RDA Financial Network History Added to 21,559 717 0.17% 0.18% 315 +342 1.61% Q4 2025 Jan 06, 2026
Perigon Wealth Management, LLC History Added to 21,179 705 0.01% 0.01% 316 +2,703 14.63% Q4 2025 Jan 16, 2026
Beacon Financial Advisory LLC History Added to 21,174 705 0.16% 0.15% 317 +2,324 12.33% Q4 2025 Feb 17, 2026
Two West Capital Advisors LLC History Added to 21,002 699 0.41% 0.35% 318 +4,826 29.83% Q4 2025 Jan 13, 2026
M Holdings Securities, Inc. History New 20,922 697 0.05% 319 +20,922 New Q4 2025 Feb 11, 2026
PUREfi Wealth, LLC History Added to 20,913 696 0.53% 0.16% 320 +14,648 233.81% Q4 2025 Jan 12, 2026
Transamerica Financial Advisors, LLC History Added to 20,587 685 0.06% 0.03% 321 +9,991 94.29% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 20,265 674 0.05% 0.06% 322 -2,793 -12.11% Q4 2025 Jan 23, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 19,793 659 0.14% 0.2% 323 +2,209 12.56% Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History New 19,669 655 0.02% 324 +19,669 New Q4 2025 Feb 17, 2026
Accelerate Investment Advisors LLC History Added to 19,622 653 0.44% 0.42% 325 +1,563 8.65% Q4 2025 Jan 12, 2026
Avantra Family Wealth, Inc. History Added to 19,440 647 0.47% 0.5% 326 +52 0.27% Q4 2025 Jan 21, 2026
Aspire Private Capital, LLC History New 19,367 644 0.14% 327 +19,367 New Q4 2025 Jan 16, 2026
Asempa Wealth Advisors History New 19,297 642 0.55% 328 +19,297 New Q4 2025 Jan 08, 2026
DAVENPORT & Co LLC History Added to 19,271 641 0.0% 0.0% 329 +3,150 19.54% Q4 2025 Jan 12, 2026
TritonPoint Partners, LLC History New 19,091 635 0.34% 330 +19,091 New Q4 2025 Feb 13, 2026
Resurgent Financial Advisors LLC History Added to 18,717 623 0.31% 0.29% 331 +1,503 8.73% Q4 2025 Feb 12, 2026
Lifeworks Advisors, LLC History Added to 18,475 615 0.08% 0.07% 332 +2,358 14.63% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 18,003 599 0.01% 0.01% 333 +5,211 40.74% Q4 2025 Feb 06, 2026
FWG Investments, LLC. History Added to 18,005 599 0.38% 0.34% 335 +3,520 24.3% Q4 2025 Jan 28, 2026
Arkadios Wealth Advisors History Reduced 17,996 599 0.01% 0.02% 334 -478 -2.59% Q4 2025 Feb 13, 2026
Semus Wealth Partners LLC History Added to 17,947 597 0.32% 0.31% 336 +1,820 11.29% Q4 2025 Jan 27, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 17,480 582 0.01% 0.01% 337 +22 0.13% Q4 2025 Feb 02, 2026
Arete Wealth Advisors, LLC History Added to 17,129 570 0.03% 0.03% 338 +4,744 38.3% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History New 17,038 567 0.01% 339 +17,038 New Q4 2025 Feb 05, 2026
Ameritas Advisory Services, LLC History Added to 17,024 566 0.02% 0.01% 340 +12,024 240.48% Q4 2025 Feb 04, 2026
MN Wealth Advisors, LLC History Added to 16,403 546 0.28% 0.27% 342 +1,691 11.49% Q4 2025 Feb 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 16,424 546 0.01% 0.01% 341 +352 2.19% Q4 2025 Feb 09, 2026
WORLD EQUITY GROUP, INC. History Reduced 16,220 540 0.15% 0.17% 343 -5,448 -25.14% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History New 16,043 534 0.06% 344 +16,043 New Q4 2025 Mar 03, 2026
Golden State Wealth Management, LLC History Added to 15,702 522 0.06% 0.04% 345 +4,004 34.23% Q4 2025 Feb 13, 2026
REGIMEN WEALTH, LLC History Reduced 15,701 522 0.15% 0.16% 346 -82 -0.52% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Added to 15,504 516 0.05% 0.04% 347 +1,968 14.54% Q4 2025 Jan 26, 2026
GWN SECURITIES INC. History New 15,434 513 0.1% 348 +15,434 New Q4 2025 Feb 11, 2026
Wealthcare Advisory Partners LLC History New 15,237 507 0.01% 349 +15,237 New Q4 2025 Jan 14, 2026
Lantern Wealth Advisors, LLC History Added to 14,986 499 0.27% 0.22% 350 +2,794 22.92% Q4 2025 Feb 17, 2026
BETO FINANCIAL GROUP, LLC History New 14,183 491 0.33% 351 +14,183 New Q4 2025 Feb 10, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 14,466 481 0.4% 0.4% 352 +393 2.79% Q4 2025 Jan 23, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 14,295 476 0.16% 0.2% 353 -953 -6.25% Q4 2025 Jan 08, 2026
Gallagher Fiduciary Advisors, LLC History Added to 14,272 475 0.02% 0.02% 354 +849 6.32% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 14,257 474 0.02% 0.02% 355 +5,352 60.1% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 14,058 468 0.02% 0.06% 356 -37,938 -72.96% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 13,198 460 0.02% 0.02% 357 +5,014 61.27% Q4 2025 Jan 21, 2026
Creative Planning History Added to 13,759 458 0.0% 0.0% 358 +3,891 39.43% Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 13,612 453 0.1% 0.11% 359 +1,277 10.35% Q4 2025 Feb 09, 2026
Legacy Wealth Partners, LLC History New 13,552 451 0.12% 360 +13,552 New Q4 2025 Feb 17, 2026
GatePass Capital, LLC History Added to 13,393 445 0.23% 0.14% 361 +6,504 94.41% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 13,218 440 0.12% 0.13% 362 +4,249 47.37% Q4 2025 Feb 09, 2026
Lloyd Advisory Services, LLC. History Added to 13,157 438 0.17% 0.15% 363 +3,560 37.09% Q4 2025 Feb 06, 2026
Arcadia Wealth Management, LLC History Reduced 13,063 434 0.16% 0.18% 364 -242 -1.82% Q4 2025 Feb 03, 2026
Parkway Wealth Management Group, LLC History New 12,851 427 0.06% 365 +12,851 New Q4 2025 Feb 10, 2026
Able Wealth Management LLC History New 12,800 426 0.13% 366 +12,800 New Q4 2025 Jan 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 12,702 422 0.05% 0.04% 367 +997 8.52% Q4 2025 Jan 28, 2026
Ausdal Financial Partners, Inc. History Added to 12,517 416 0.02% 0.02% 368 +858 7.36% Q4 2025 Feb 13, 2026
Traveka Wealth, LLC History New 12,419 413 0.17% 369 +12,419 New Q4 2025 Jan 08, 2026
VestGen Investment Management History Reduced 12,319 410 0.23% 0.27% 370 -722 -5.54% Q4 2025 Feb 18, 2026
Blue Capital, Inc. History New 11,867 395 0.28% 371 +11,867 New Q4 2025 Feb 23, 2026
Imprint Wealth LLC History Added to 11,789 392 1.83% 0.94% 372 +3,128 36.12% Q4 2025 Feb 17, 2026
Alta Wealth Advisors LLC History New 11,665 388 0.13% 373 +11,665 New Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 11,506 383 0.01% 0.01% 374 +298 2.66% Q4 2025 Jan 14, 2026
Fulcrum Equity Management History Added to 11,375 378 0.36% 0.39% 375 +191 1.71% Q4 2025 Jan 06, 2026
Concorde Asset Management, LLC History Added to 11,298 376 0.15% 0.1% 376 +4,421 64.29% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History New 11,218 373 0.03% 377 +11,218 New Q4 2025 Jan 20, 2026
IPG Investment Advisors LLC History No change 11,150 371 0.07% 0.07% 378 0 0.0% Q4 2025 Feb 09, 2026
Freedom Investment Management, Inc. History Reduced 11,098 369 0.11% 0.14% 379 -4,309 -27.97% Q4 2025 Feb 06, 2026
Fortis Capital Advisors, LLC History Added to 10,988 365 0.05% 0.06% 380 +107 0.98% Q4 2025 Jan 27, 2026
NWAM LLC History Reduced 10,464 361 0.02% 0.05% 381 -16,926 -61.8% Q4 2025 Feb 04, 2026
McGlone Suttner Wealth Management, Inc. History New 10,755 358 0.05% 382 +10,755 New Q4 2025 Jan 15, 2026
Apex Wealth Management, LLC History Added to 10,223 356 0.36% 0.23% 383 +871 9.31% Q4 2025 Jan 26, 2026
Spinnaker Investment Group, LLC History Added to 10,619 353 0.06% 0.06% 384 +1,148 12.12% Q4 2025 Jan 12, 2026
Pacific Excel Wealth Advisors, Inc. History New 10,285 342 0.65% 385 +10,285 New Q4 2025 Feb 18, 2026
Magnus Financial Group LLC History Added to 10,211 340 0.03% 0.02% 386 +1,001 10.87% Q4 2025 Jan 07, 2026
Argent Trust Co History Added to 9,965 331 0.01% 0.01% 387 +1,811 22.21% Q4 2025 Feb 10, 2026
Betterment LLC History Added to 9,921 330 0.0% 0.0% 388 +1,598 19.2% Q4 2025 Feb 12, 2026
Elevated Financial Group LLC History New 9,594 319 0.11% 389 +9,594 New Q4 2025 Jan 29, 2026
Golden State Equity Partners History New 9,325 310 0.05% 390 +9,325 New Q4 2025 Jan 29, 2026
Aegis Wealth Management, Inc. History New 9,239 307 0.24% 392 +9,239 New Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Reduced 9,225 307 0.03% 0.03% 391 -308 -3.23% Q4 2025 Jan 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,200 306 0.01% 0.02% 393 +1,867 25.46% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History New 9,152 304 0.01% 394 +9,152 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 9,115 303 0.01% 0.01% 395 +3 0.03% Q4 2025 Feb 06, 2026
OneAscent Financial Services LLC History New 8,973 298 0.03% 396 +8,973 New Q4 2025 Feb 11, 2026
Magnolia Private Wealth, LLC History New 8,949 298 0.21% 397 +8,949 New Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History New 8,798 292 0.0% 398 +8,798 New Q4 2025 Feb 17, 2026
Oregon Pacific Wealth Management, LLC History New 8,598 286 0.3% 399 +8,598 New Q4 2025 Jan 16, 2026
Bison Wealth, LLC History New 8,346 279 0.03% 400 +8,346 New Q4 2025 Mar 24, 2026
Pinnacle Family Advisors, LLC History New 8,219 273 0.12% 401 +8,219 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 8,043 267 0.08% 0.23% 402 +1,048 14.98% Q4 2025 Feb 17, 2026
BAM Wealth Management, LLC History Added to 8,042 267 0.19% 0.21% 403 +128 1.62% Q4 2025 Jan 20, 2026
FLP Wealth Management, LLC History Reduced 3,330 261 0.62% 0.58% 404 -2,691 -44.69% Q4 2025 Jan 20, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 7,750 258 0.17% 0.16% 405 +700 9.93% Q4 2025 Jan 22, 2026
Yukon Wealth Management, Inc. History New 7,829 255 0.15% 406 +7,829 New Q4 2025 Feb 10, 2026
Latitude Advisors, LLC History New 7,641 254 0.11% 407 +7,641 New Q4 2025 Jan 27, 2026
Emergent Wealth Advisors, LLC History New 7,447 247 0.14% 408 +7,447 New Q4 2025 Jan 14, 2026
LongView Wealth Management History New 7,079 246 0.06% 409 +7,079 New Q4 2025 Jan 13, 2026
Stirlingshire Investments, Inc. History New 7,259 241 0.21% 410 +7,259 New Q4 2025 Feb 11, 2026
STRATEGY ASSET MANAGERS LLC History New 7,074 235 0.04% 411 +7,074 New Q4 2025 Feb 11, 2026
DSG Capital Advisors, LLC History Reduced 6,753 234 0.04% 0.05% 412 -1,752 -20.6% Q4 2025 Jan 27, 2026
Bensler, LLC History New 6,961 231 0.02% 414 +6,961 New Q4 2025 Feb 04, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 6,960 231 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 6,899 229 0.0% 0.0% 415 +297 4.5% Q4 2025 Feb 12, 2026
Legacy Edge Advisors, LLC History New 6,863 228 0.02% 416 +6,863 New Q4 2025 Feb 02, 2026
Waldron Private Wealth LLC History Added to 6,761 225 0.01% 0.01% 417 +110 1.65% Q4 2025 Jan 14, 2026
Prime Capital Investment Advisors, LLC History New 6,679 222 0.0% 418 +6,679 New Q4 2025 Jan 21, 2026
Continuum Advisory, LLC History New 6,672 222 0.02% 419 +6,672 New Q4 2025 Feb 11, 2026
Syntegra Private Wealth Group, LLC History Added to 6,610 220 0.02% 0.02% 420 +47 0.72% Q4 2025 Feb 10, 2026
Trinity Wealth Management, LLC History New 6,585 219 0.08% 421 +6,585 New Q4 2025 Jan 15, 2026
GFI Investment Counsel Ltd. History New 6,490 216 0.02% 422 +6,490 New Q4 2025 Feb 25, 2026
LOCKERMAN FINANCIAL GROUP, INC. History New 6,433 214 0.41% 423 +6,433 New Q4 2025 Jan 21, 2026
Empirical Asset Management, LLC History Reduced 6,332 210 0.06% 0.07% 424 -1,163 -15.52% Q4 2025 Feb 06, 2026
GTS SECURITIES LLC History New 6,280 209 0.01% 425 +6,280 New Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History New 6,146 204 0.0% 426 +6,146 New Q4 2025 Feb 09, 2026
HERBST GROUP, LLC History New 6,035 200 0.12% 427 +6,035 New Q4 2025 Jan 16, 2026
Financial Management Professionals, Inc. History Added to 5,674 188 0.02% 0.02% 428 +292 5.43% Q4 2025 Jan 27, 2026
Northwest Capital Management Inc History Reduced 5,400 179 0.78% 0.47% 429 -7,790 -59.06% Q4 2025 Jan 26, 2026
New Republic Capital, LLC History Added to 4,996 166 0.04% 0.05% 430 +305 6.5% Q4 2025 Feb 10, 2026
Key Capital Management, INC History New 4,931 164 0.16% 431 +4,931 New Q4 2025 Jan 26, 2026
Kingdom Financial Group LLC. History New 4,353 144 0.04% 432 +4,353 New Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 4,156 138 0.0% 0.0% 433 +2,462 145.34% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History New 3,977 132 0.01% 434 +3,977 New Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 3,657 121 0.0% 0.0% 435 +3,070 523.0% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,900 96 0.0% 0.0% 436 +2,583 814.83% Q4 2025 Feb 10, 2026
REAP Financial Group, LLC History New 2,658 88 0.02% 437 +2,658 New Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 2,477 82 0.0% 0.0% 438 +264 11.93% Q4 2025 Jan 20, 2026
Geneos Wealth Management Inc. History Added to 2,387 79 0.0% 0.0% 439 +465 24.19% Q4 2025 Jan 28, 2026
Federation des caisses Desjardins du Quebec History New 1,900 63 0.0% 441 +1,900 New Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 1,918 63 0.0% 0.0% 440 +575 42.81% Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History Added to 1,767 58 0.05% 0.05% 442 +324 22.45% Q4 2025 Jan 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 1,736 57 0.0% 0.0% 443 +55 3.27% Q4 2025 Jan 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,613 53 0.0% 0.0% 444 +30 1.9% Q4 2025 Feb 11, 2026
FMR LLC History Added to 1,422 47 0.0% 445 +1,417 28340.0% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 1,437 47 0.0% 0.0% 446 +1,267 745.29% Q4 2025 Feb 13, 2026
BAYBAN History New 1,149 38 0.03% 447 +1,149 New Q4 2025 Mar 05, 2026
Nemes Rush Group LLC History Added to 1,099 36 0.0% 0.0% 448 +925 531.61% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History New 1,029 34 0.0% 449 +1,029 New Q4 2025 Feb 09, 2026
Team Financial Group, LLC History Added to 964 32 0.01% 0.01% 451 +360 59.6% Q4 2025 Jan 13, 2026
Parallel Advisors, LLC History Added to 977 32 0.0% 0.0% 450 +272 38.58% Q4 2025 Feb 11, 2026
Hyposwiss Advisors SA History New 825 27 0.03% 452 +825 New Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Added to 792 26 0.0% 0.0% 453 +49 6.59% Q4 2025 Jan 28, 2026
Richardson Capital Management LLC History New 732 24 0.01% 455 +732 New Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Added to 727 24 0.0% 0.0% 454 +321 79.06% Q4 2025 Feb 02, 2026
Signature Equity Partners, LLC History New 673 22 0.01% 456 +673 New Q4 2025 Feb 17, 2026
Wells Financial Advisors INC History New 580 19 0.04% 458 +580 New Q4 2025 Feb 02, 2026
Hurley Capital, LLC History New 576 19 0.01% 457 +576 New Q4 2025 Feb 17, 2026
Keystone Financial Group, Inc. History New 515 17 0.01% 460 +515 New Q4 2025 Jan 16, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 517 17 0.0% 0.0% 459 -33 -6.0% Q4 2025 Feb 09, 2026
Clark Wealth Partners History No change 535 17 0.01% 0.01% 461 0 0.0% Q4 2025 Feb 04, 2026
AMERIFLEX GROUP, INC. History Added to 501 16 0.01% 0.01% 462 +19 3.94% Q4 2025 Feb 18, 2026
Key FInancial Inc History New 446 14 0.0% 464 +446 New Q4 2025 Feb 09, 2026
Bank of Jackson Hole Trust History New 432 14 0.01% 466 +432 New Q4 2025 Feb 12, 2026
Quent Capital, LLC History New 427 14 0.0% 465 +427 New Q4 2025 Jan 29, 2026
JNBA Financial Advisors History No change 441 14 0.0% 0.0% 463 0 0.0% Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History New 403 13 0.0% 467 +403 New Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History No change 400 13 0.0% 0.0% 468 0 0.0% Q4 2025 Jan 22, 2026
NBC SECURITIES, INC. History No change 382 12 0.0% 0.0% 469 0 0.0% Q4 2025 Jan 29, 2026
Roble, Belko & Company, Inc History No change 363 12 0.0% 0.0% 470 0 0.0% Q4 2025 Jan 12, 2026
CURIO WEALTH, LLC History New 341 11 0.0% 472 +341 New Q4 2025 Feb 11, 2026
Rossby Financial, LCC History Added to 334 11 0.0% 0.0% 473 +47 16.38% Q4 2025 Feb 12, 2026
Comprehensive Financial Planning, Inc./PA History Added to 334 11 0.01% 0.01% 471 +5 1.52% Q4 2025 Feb 11, 2026
City State Bank History New 310 10 0.0% 474 +310 New Q4 2025 Jan 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 300 9 0.01% 475 +300 New Q4 2025 Feb 11, 2026
TUCKER ASSET MANAGEMENT LLC History New 248 8 0.0% 476 +248 New Q4 2025 Feb 05, 2026
Networth Advisors, LLC History New 247 8 0.01% 478 +247 New Q4 2025 Jan 22, 2026
Elyxium Wealth, LLC History New 242 8 0.0% 477 +242 New Q4 2025 Feb 05, 2026
Ransom Advisory, Ltd History New 234 7 0.0% 480 +234 New Q4 2025 Jan 06, 2026
BANK OF MONTREAL /CAN/ History New 215 7 0.0% 479 +215 New Q4 2025 Feb 12, 2026
IFC & Insurance Marketing, Inc. History New 204 7 0.01% 481 +204 New Q4 2025 Feb 12, 2026
Operose Advisors LLC History New 205 6 0.0% 482 +205 New Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History No change 170 5 0.0% 0.0% 483 0 0.0% Q4 2025 Jan 27, 2026
Decker Retirement Planning Inc. History New 134 4 0.0% 484 +134 New Q4 2025 Jan 26, 2026
Fortitude Family Office, LLC History New 114 3 0.0% 487 +114 New Q4 2025 Jan 15, 2026
TRUST CO OF VERMONT History New 108 3 0.0% 485 +108 New Q4 2025 Jan 16, 2026
Founders Financial Alliance, LLC History No change 100 3 0.0% 0.0% 486 0 0.0% Q4 2025 Feb 12, 2026
Center for Financial Planning, Inc. History New 90 2 0.0% 488 +90 New Q4 2025 Feb 05, 2026
TOMPKINS FINANCIAL CORP History New 50 1 0.0% 490 +50 New Q4 2025 Jan 08, 2026
Signature Resources Capital Management, LLC History New 49 1 0.0% 494 +49 New Q4 2025 Jan 21, 2026
NorthAvenue LLC History New 44 1 0.0% 495 +44 New Q4 2025 Apr 02, 2026
SHP Wealth Management History New 38 1 0.0% 493 +38 New Q4 2025 Mar 04, 2026
NBT BANK N A /NY History New 33 1 0.0% 489 +33 New Q4 2025 Jan 23, 2026
CHELSEA COUNSEL CO History No change 38 1 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 24, 2026
Crewe Advisors LLC History No change 38 1 0.0% 0.0% 492 0 0.0% Q4 2025 Jan 16, 2026
SSI INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.19% -79,523 -100.0% Q3 2025 Oct 28, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 0.1% -74,519 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -21,584 -100.0% Q3 2025 Nov 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 0.09% -17,021 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -10,348 -100.0% Q3 2025 Nov 14, 2025
LGT Financial Advisors LLC History Closed out 0 0 0.52% -7,070 -100.0% Q3 2025 Nov 17, 2025
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 0.0% -2,482 -100.0% Q3 2025 Nov 04, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -1,424 -100.0% Q3 2025 Nov 14, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 0.0% -510 -100.0% Q3 2025 Nov 07, 2025
United Financial Planning Group LLC History Reduced 15 0 0.01% -344 -95.82% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -285 -100.0% Q3 2025 Nov 14, 2025
CITIGROUP INC History Closed out 0 0 0.0% -275 -100.0% Q3 2025 Nov 10, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 0.0% -155 -100.0% Q3 2025 Oct 29, 2025
Investors Research Corp History Closed out 0 0 0.0% -131 -100.0% Q3 2025 Oct 02, 2025
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -67 -100.0% Q3 2025 Nov 13, 2025
Park Place Capital Corp History Closed out 0 0 0.0% -49 -100.0% Q3 2025 Oct 22, 2025
BARRETT & COMPANY, INC. History New 30 0 +30 New Q4 2025 Jan 28, 2026
NVWM, LLC History New 22 0 +22 New Q4 2025 Jan 20, 2026
Allworth Financial LP History New 13 0 +13 New Q4 2025 Feb 05, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 27 0 +9 50.0% Q4 2025 Jan 28, 2026
CENTRAL TRUST Co History New 8 0 +8 New Q4 2025 Feb 02, 2026