SPDR SERIES TRUST - BIL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 23,815,971 2,176,303 0.13% 0.14% 1 -990,206 -3.99% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 16,434,502 1,501,784 0.11% 0.1% 2 +27,531 0.17% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 13,175,217 1,203,951 0.33% 0.35% 3 -66,656 -0.5% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 8,197,313 749,070 0.12% 0.11% 4 +268,076 3.38% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 8,168,135 746,403 0.12% — 5 +8,168,135 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 6,985,142 638,302 0.12% 0.12% 6 +279,751 4.17% Q4 2025 Feb 13, 2026
Capital Wealth Planning, LLC History Added to 4,808,345 439,386 2.84% 2.97% 7 +214,187 4.66% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 4,663,447 426,146 0.38% 0.4% 8 -128,388 -2.68% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,617,074 421,908 0.22% 0.26% 9 +119,959 2.67% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,186,242 382,538 0.12% 0.12% 10 +15,648 0.38% Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Added to 4,010,468 366,476 1.1% 0.88% 11 +845,816 26.73% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,942,405 360,256 0.69% 0.71% 12 +133,923 3.52% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 3,190,426 291,509 0.05% 0.04% 13 +235,968 7.99% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,061,074 279,720 0.08% 0.12% 14 -1,491,573 -32.76% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 2,861,381 261,472 0.29% 0.28% 15 +203,147 7.64% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 2,741,333 251,031 1.75% 1.64% 16 +396,574 16.91% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 2,471,078 225,807 0.61% 0.78% 17 -372,732 -13.11% Q4 2025 Jan 26, 2026
3EDGE Asset Management, LP History Added to 2,448,032 223,694 11.61% 6.23% 18 +1,244,528 103.41% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 2,305,631 210,688 2.59% 2.33% 19 +814 0.04% Q4 2025 Feb 02, 2026
OSAIC HOLDINGS, INC. History Reduced 2,233,352 204,121 0.3% 0.31% 20 -175,164 -7.27% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,997,439 182,525 4.45% 4.72% 21 +12,079 0.61% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,695,724 154,955 0.41% 0.32% 22 +425,185 33.46% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Reduced 1,587,216 145,039 0.0% 0.0% 23 -94,176 -5.6% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 1,570,243 143,488 2.06% 1.1% 24 +771,605 96.62% Q4 2025 Feb 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 1,554,738 142,071 1.08% 0.74% 25 +542,365 53.57% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 1,540,704 140,789 0.25% 0.3% 26 -149,854 -8.86% Q4 2025 Mar 16, 2026
AMERIPRISE FINANCIAL INC History Added to 1,468,207 134,157 0.03% 0.03% 27 +186,793 14.58% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 1,460,447 133,455 0.27% 0.24% 28 +234,448 19.12% Q4 2025 Jan 23, 2026
AGF MANAGEMENT LTD History Reduced 1,428,135 130,502 0.57% 0.65% 29 -185,434 -11.49% Q4 2025 Feb 17, 2026
ArrowMark Colorado Holdings LLC History Reduced 1,413,002 129,120 2.84% 2.66% 30 -149,728 -9.58% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 1,402,978 128,204 0.47% 0.12% 31 +1,111,106 380.68% Q4 2025 Feb 17, 2026
Creative Planning History Added to 1,395,038 127,478 0.09% 0.1% 32 +6,034 0.43% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 1,286,215 117,534 0.04% 0.02% 33 +731,977 132.07% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Reduced 1,224,459 111,891 1.99% 2.4% 34 -73,801 -5.68% Q4 2025 Jan 13, 2026
Impact Partnership Wealth, LLC History Added to 1,163,796 106,347 13.64% 14.5% 35 +100,874 9.49% Q4 2025 Feb 10, 2026
MBL Wealth, LLC History Added to 1,098,043 100,339 8.04% 8.55% 36 +31,008 2.91% Q4 2025 Jan 21, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Added to 1,059,708 96,836 9.0% 0.2% 37 +1,039,028 5024.31% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,056,438 96,537 0.06% 0.06% 38 +28,218 2.74% Q4 2025 Feb 10, 2026
Sandhill Capital Partners LLC History Added to 990,791 90,538 6.45% 5.96% 39 +60,851 6.54% Q4 2025 Feb 12, 2026
Randolph Co Inc History Added to 967,116 88,375 8.47% 3.9% 40 +530,150 121.33% Q4 2025 Feb 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 912,502 83,384 1.09% 2.32% 41 -830,014 -47.63% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 907,445 82,922 0.11% 0.35% 42 -1,918,167 -67.89% Q4 2025 Feb 02, 2026
EAGLE CAPITAL MANAGEMENT LLC History Added to 880,977 80,503 0.25% 0.26% 43 +6,585 0.75% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 878,240 80,253 0.1% 0.09% 44 +136,958 18.48% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 850,601 77,727 0.37% 0.45% 45 -149,257 -14.93% Q4 2025 Feb 17, 2026
Valence8 US LP History Added to 834,451 76,252 22.59% 13.12% 46 +417,200 99.99% Q4 2025 Feb 09, 2026
SPROTT INC. History Added to 830,949 75,932 2.56% 2.51% 47 +47,028 6.0% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 774,549 70,778 0.17% 0.18% 48 +31,720 4.27% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 763,768 69,793 0.09% 0.06% 49 +249,194 48.43% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 750,239 68,556 1.19% 1.77% 50 -160,340 -17.61% Q4 2025 Feb 19, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 738,347 67,470 0.1% 0.1% 51 +104,849 16.55% Q4 2025 Feb 18, 2026
First Eagle Investment Management, LLC History Added to 712,283 65,088 0.11% 0.07% 52 +311,567 77.75% Q4 2025 Feb 04, 2026
Capital Investment Advisory Services, LLC History New 709,767 64,858 4.59% — 53 +709,767 New Q4 2025 Jan 21, 2026
Howard Capital Management Inc. History Reduced 703,089 64,248 0.83% 1.13% 54 -229,599 -24.62% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 683,314 62,441 0.1% 0.1% 55 +21,752 3.29% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 682,168 62,336 0.07% 0.06% 56 +91,591 15.51% Q4 2025 Feb 06, 2026
Permanens Capital L.P. History Added to 664,112 60,686 7.91% 6.04% 57 +222,472 50.37% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 657,660 60,096 1.08% 0.02% 58 +647,512 6380.69% Q4 2025 Jan 16, 2026
Synergy Asset Management, LLC History Reduced 576,488 52,679 5.48% 6.24% 59 -1,303,047 -69.33% Q4 2025 Jan 13, 2026
Twelve Points Wealth Management LLC History Added to 575,014 52,596 11.84% 12.07% 60 +47,071 8.92% Q4 2025 Jan 23, 2026
Verdence Capital Advisors LLC History Added to 568,252 51,926 3.07% 2.88% 61 +22,415 4.11% Q4 2025 Jan 29, 2026
Acorns Advisers, LLC History Added to 562,960 51,443 0.39% 0.4% 62 +14,738 2.69% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 557,665 50,959 1.87% 1.32% 63 +194,473 53.55% Q4 2025 Feb 06, 2026
Capital Asset Advisory Services LLC History Reduced 543,548 49,696 2.0% 2.9% 64 -189,482 -25.85% Q4 2025 Jan 09, 2026
Northstar Group, Inc. History Added to 534,815 48,871 6.66% 6.86% 65 +21,512 4.19% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 531,118 48,534 4.29% 4.3% 66 +8,791 1.68% Q4 2025 Jan 28, 2026
Jefferies Financial Group Inc. History Added to 522,383 47,735 0.24% 0.22% 67 +18,845 3.74% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 520,940 47,603 0.25% — 68 +520,940 New Q4 2025 Feb 18, 2026
Hibernia Wealth Partners, LLC History Added to 518,073 47,341 14.25% 15.73% 69 +250,446 93.58% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 518,021 47,336 0.26% 0.21% 70 +126,136 32.19% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 490,507 44,822 0.05% 0.03% 71 +288,101 142.34% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 488,000 44,593 0.12% 0.06% 72 +285,000 140.39% Q4 2025 Jan 26, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 470,880 43,029 6.02% 6.65% 73 -32,728 -6.5% Q4 2025 Feb 17, 2026
Second Half Financial Partners, LLC History No change 469,315 42,885 19.04% 18.97% 74 0 0.0% Q4 2025 Jan 26, 2026
&PARTNERS History Added to 466,920 42,656 0.22% 0.26% 75 +32,875 7.57% Q4 2025 Feb 17, 2026
Relyea Zuckerberg Hanson LLC History Added to 462,338 42,248 4.27% 4.04% 76 +43,972 10.51% Q4 2025 Jan 20, 2026
CWA Asset Management Group, LLC History Reduced 462,029 42,220 1.52% 1.76% 77 -55,931 -10.8% Q4 2025 Jan 07, 2026
OPPENHEIMER & CO INC History Added to 460,727 42,101 0.6% 0.32% 78 +178,232 63.09% Q4 2025 Feb 02, 2026
Bell Bank History Added to 441,486 40,342 1.72% 1.75% 79 +1,374 0.31% Q4 2025 Jan 14, 2026
Sicart Associates LLC History Added to 439,682 40,178 10.66% 10.73% 80 +8,000 1.85% Q4 2025 Jan 14, 2026
Apriem Advisors History Added to 437,425 39,971 3.67% 3.58% 81 +25,154 6.1% Q4 2025 Feb 13, 2026
McGuire Investment Group, LLC History Added to 436,252 39,864 4.26% 3.51% 82 +98,442 29.14% Q4 2025 Jan 26, 2026
Advisory Services Network, LLC History Reduced 435,435 39,790 0.56% 0.62% 83 -28,411 -6.13% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 428,794 39,183 0.62% 0.56% 84 +62,596 17.09% Q4 2025 Jan 08, 2026
Running Point Capital Advisors, LLC History Reduced 422,689 38,625 10.53% 13.9% 85 -142,753 -25.25% Q4 2025 Feb 17, 2026
Sollinda Capital Management LLC History Added to 419,612 38,344 9.79% 9.45% 86 +43,688 11.62% Q4 2025 Jan 15, 2026
12th Street Asset Management Company, LLC History Reduced 411,463 37,599 6.2% 9.23% 87 -183,508 -30.84% Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 410,061 37,471 1.73% 1.68% 88 +13,568 3.42% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 407,901 37,273 0.4% 0.43% 89 +97,343 31.34% Q4 2025 Jan 23, 2026
Rehmann Capital Advisory Group History Added to 406,717 37,165 1.94% 1.84% 90 +40,956 11.2% Q4 2025 Mar 04, 2026
SCOTIA CAPITAL INC. History Reduced 396,674 36,248 0.15% 0.19% 91 -82,508 -17.22% Q4 2025 Feb 12, 2026
Cypress Capital, LLC History Added to 396,462 36,228 10.14% 9.18% 92 +46,901 13.42% Q4 2025 Feb 06, 2026
NATIXIS ADVISORS, LLC History Added to 395,362 36,128 0.05% 0.05% 93 +20,657 5.51% Q4 2025 Feb 10, 2026
Brookstone Capital Management History Reduced 392,883 35,901 0.41% 0.49% 94 -55,260 -12.33% Q4 2025 Jan 15, 2026
D.A. DAVIDSON & CO. History Added to 392,731 35,887 0.22% 0.15% 95 +136,215 53.1% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Reduced 391,021 35,731 0.67% 0.76% 96 -9,318 -2.33% Q4 2025 Feb 03, 2026
Inscription Capital, LLC History Added to 385,448 35,222 3.62% 2.46% 97 +137,146 55.23% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Reduced 381,752 34,884 0.13% 0.18% 98 -47,458 -11.06% Q4 2025 Feb 18, 2026
Capital World Investors History Added to 381,762 34,881 0.0% 0.0% 99 +99,718 35.36% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 380,353 34,756 0.74% 0.9% 100 -65,775 -14.74% Q4 2025 Feb 02, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 379,729 34,699 0.03% 0.01% 101 +297,124 359.69% Q4 2025 Feb 17, 2026
Twin Lakes Capital Management, LLC History Added to 374,717 34,241 15.21% 15.48% 102 +9,811 2.69% Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History Reduced 359,743 32,873 0.22% 0.26% 103 -29,830 -7.66% Q4 2025 Feb 17, 2026
Portside Wealth Group, LLC History Added to 357,698 32,686 4.4% 3.7% 104 +64,855 22.15% Q4 2025 Jan 21, 2026
North Capital, Inc. History Added to 355,783 32,511 28.02% 23.71% 105 +21,770 6.52% Q4 2025 Feb 18, 2026
One Capital Management, LLC History Added to 354,636 32,406 0.98% 0.84% 106 +68,059 23.75% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 352,010 32,164 0.06% 0.05% 107 +69,913 24.78% Q4 2025 Feb 05, 2026
Convergence Financial, LLC History Added to 349,230 31,912 4.66% 4.77% 108 +2,665 0.77% Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History Added to 348,967 31,889 1.46% 1.47% 109 +6,876 2.01% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 340,044 31,073 0.87% 0.9% 110 +182,776 116.22% Q4 2025 Feb 10, 2026
Nutshell Asset Management Ltd History No change 340,000 31,069 11.08% 14.88% 111 0 0.0% Q4 2025 Feb 13, 2026
TECTONIC ADVISORS LLC History Reduced 338,888 30,967 1.63% 1.7% 112 -333 -0.1% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 338,605 30,959 0.04% 0.05% 113 +9,384 2.85% Q4 2025 Jan 08, 2026
Barry Investment Advisors, LLC History Added to 330,702 30,219 6.73% 4.43% 114 +120,995 57.7% Q4 2025 Feb 09, 2026
Align Financial, LLC History New 30,076 30,076 0.02% — 115 +30,076 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 322,727 29,490 0.24% 0.33% 116 -73,700 -18.59% Q4 2025 Jan 26, 2026
McNamara Financial Services, Inc. History Added to 322,559 29,475 5.59% 5.46% 117 +2,140 0.67% Q4 2025 Jan 21, 2026
Ausdal Financial Partners, Inc. History Reduced 320,473 29,284 1.36% 1.48% 118 -11,727 -3.53% Q4 2025 Feb 13, 2026
Bison Wealth, LLC History New 319,648 29,270 3.29% — 119 +319,648 New Q4 2025 Mar 24, 2026
UDINE WEALTH MANAGEMENT, INC. History Added to 317,197 28,985 13.7% 13.8% 120 +3,774 1.2% Q4 2025 Jan 16, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 316,769 28,959 4.89% 5.24% 121 -22,913 -6.75% Q4 2025 Feb 13, 2026
Carrera Capital Advisors History Reduced 314,703 28,757 4.84% 5.48% 122 -17,993 -5.41% Q4 2025 Jan 30, 2026
Pacific Point Advisors, LLC History Added to 314,325 28,723 15.38% 14.21% 123 +48,823 18.39% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 312,521 28,558 0.12% — 124 +312,521 New Q4 2025 Feb 05, 2026
WealthPlan Investment Management, LLC History Reduced 302,987 27,686 1.76% 1.9% 125 -9,323 -2.99% Q4 2025 Feb 05, 2026
Integrated Advisors Network LLC History Added to 299,727 27,389 1.21% 0.97% 126 +48,766 19.43% Q4 2025 Feb 17, 2026
Auour Investments LLC History Reduced 299,070 27,328 8.69% 12.46% 127 -117,974 -28.29% Q4 2025 Jan 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 298,275 27,253 0.02% — 128 +298,275 New Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 293,439 26,814 3.96% 2.58% 129 +110,206 60.15% Q4 2025 Feb 03, 2026
Teamwork Financial Advisors, LLC History Reduced 292,349 26,714 2.7% 3.64% 130 -92,885 -24.11% Q4 2025 Jan 09, 2026
Strategic Investment Advisors / MI History Added to 292,069 26,688 2.31% 1.76% 131 +290,011 14091.89% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 288,648 26,376 0.14% 0.11% 132 +75,066 35.15% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Added to 285,475 26,086 0.11% 0.11% 133 +19,913 7.5% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 284,434 25,991 0.16% 0.0% 134 +280,588 7295.58% Q4 2025 Feb 12, 2026
Fortis Group Advisors, LLC History Reduced 279,437 25,610 4.3% 5.99% 135 -99,874 -26.33% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Reduced 279,345 25,526 0.05% 0.08% 136 -54,145 -16.24% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 279,057 25,500 0.15% 0.18% 137 +12,388 4.65% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 276,031 25,223 0.92% 1.19% 138 -224 -0.08% Q4 2025 Feb 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 274,555 25,088 0.19% 0.21% 139 -842 -0.31% Q4 2025 Jan 14, 2026
Turning Point Benefit Group, Inc. History Reduced 273,683 25,009 13.06% 16.2% 140 -19,900 -6.78% Q4 2025 Jan 30, 2026
Dean, Jacobson Financial Services, LLC History Added to 273,248 24,969 15.84% 17.79% 141 +6,453 2.42% Q4 2025 Feb 03, 2026
Kingsview Wealth Management, LLC History Reduced 264,593 24,178 0.35% 0.4% 142 -22,803 -7.93% Q4 2025 Feb 09, 2026
BEACON FINANCIAL GROUP History New 263,157 24,047 2.39% — 143 +263,157 New Q4 2025 Apr 01, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 258,693 23,639 5.32% 5.1% 144 +21,987 9.29% Q4 2025 Jan 12, 2026
Fort Point Capital Partners LLC History Reduced 252,462 23,100 2.59% 3.78% 145 -97,942 -27.95% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 252,392 23,063 0.01% 0.01% 146 -34,118 -11.91% Q4 2025 Feb 13, 2026
KEATING INVESTMENT COUNSELORS INC History Added to 251,628 22,993 6.37% 6.47% 147 +4,529 1.83% Q4 2025 Jan 30, 2026
Berkshire Money Management, Inc. History Added to 251,294 22,963 2.19% 2.31% 148 +6,816 2.79% Q4 2025 Jan 27, 2026
Parkwood LLC History Added to 248,100 22,671 1.76% 0.19% 149 +225,830 1014.05% Q4 2025 Feb 17, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 247,357 22,603 8.36% 6.75% 150 +44,947 22.21% Q4 2025 Jan 21, 2026
Winch Advisory Services, LLC History Added to 246,342 22,510 4.98% 4.96% 151 +6,128 2.55% Q4 2025 Feb 03, 2026
Integrated Wealth Concepts LLC History Reduced 246,022 22,481 0.27% 0.26% 152 -72,991 -22.88% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 242,869 22,193 0.08% 0.21% 153 -384,743 -61.3% Q4 2025 Feb 06, 2026
Sound Portfolio Advisors, LLC History New 239,342 21,871 18.37% — 154 +239,342 New Q4 2025 Feb 05, 2026
Banco Santander, S.A. History New 236,938 21,651 0.16% — 155 +236,938 New Q4 2025 Feb 13, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History Reduced 236,611 21,621 10.5% 18.39% 156 -75,363 -24.16% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Reduced 236,491 21,610 0.36% 0.44% 157 -27,096 -10.28% Q4 2025 Feb 17, 2026
Beacon Capital Management, Inc. History Reduced 233,503 21,337 1.14% 1.03% 158 -943 -0.4% Q4 2025 Feb 12, 2026
Ebert Capital Management Inc. History New 231,869 21,250 20.55% — 159 +231,869 New Q4 2025 Feb 04, 2026
Jacobi Capital Management LLC History New 232,489 21,244 1.23% — 160 +232,489 New Q4 2025 Feb 13, 2026
Night Owl Capital Management, LLC History Added to 227,208 20,762 2.28% 1.86% 161 +40,767 21.87% Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History Added to 227,016 20,744 1.37% 1.18% 162 +34,753 18.08% Q4 2025 Jan 16, 2026
Saratoga Research & Investment Management History Reduced 225,181 20,577 1.08% 1.17% 163 -20,516 -8.35% Q4 2025 Feb 05, 2026
Hilton Capital Management, LLC History Added to 224,336 20,499 1.54% 0.49% 164 +158,042 238.4% Q4 2025 Feb 12, 2026
Hippocratic Financial Advisors, LLC History Reduced 223,947 20,464 9.43% 13.02% 165 -70,906 -24.05% Q4 2025 Jan 20, 2026
IHT Wealth Management, LLC History Added to 217,913 19,912 0.48% 0.41% 166 +40,062 22.53% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 215,960 19,734 0.01% 0.01% 167 -26,350 -10.87% Q4 2025 Mar 20, 2026
Trivium Point Advisory, LLC History Added to 215,512 19,693 1.98% 1.65% 168 +39,123 22.18% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 215,455 19,688 0.26% 0.24% 169 +28,069 14.98% Q4 2025 Jan 30, 2026
Global Retirement Partners, LLC History Added to 213,105 19,473 0.35% 0.36% 170 +37,943 21.66% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Reduced 212,921 19,456 0.22% 0.5% 171 -103,962 -32.81% Q4 2025 Jan 29, 2026
Maridea Wealth Management LLC History Added to 212,752 19,441 2.92% 2.88% 172 +10,896 5.4% Q4 2025 Jan 08, 2026
Belpointe Asset Management LLC History Added to 209,579 19,151 0.69% 0.73% 173 +527 0.25% Q4 2025 Jan 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 207,166 18,930 0.91% 0.06% 174 +197,432 2028.27% Q4 2025 Feb 12, 2026
RIA Advisory Group LLC History Added to 205,274 18,757 4.51% 3.84% 175 +41,878 25.63% Q4 2025 Feb 02, 2026
Strategic Advisors LLC History Added to 203,389 18,585 2.91% 2.99% 176 +222 0.11% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 203,022 18,552 0.25% 0.01% 177 +194,614 2314.63% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 201,209 18,386 1.13% 1.11% 178 +10,066 5.27% Q4 2025 Feb 09, 2026
DT Investment Partners, LLC History Added to 198,740 18,160 1.5% 1.37% 179 +22,099 12.51% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 197,615 18,058 0.14% — 180 +197,615 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 195,835 17,895 0.04% 0.04% 181 +15,381 8.52% Q4 2025 Jan 30, 2026
Hofer & Associates. Inc History Added to 194,708 17,792 9.43% 10.0% 182 +4,364 2.29% Q4 2025 Jan 15, 2026
Clarkston Capital Partners, LLC History Added to 194,262 17,751 0.41% 0.28% 183 +54,899 39.39% Q4 2025 Feb 13, 2026
New Age Alpha Advisors, LLC History New 191,400 17,490 0.75% — 184 +191,400 New Q4 2025 Feb 09, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 190,738 17,429 3.77% 4.55% 185 -20,843 -9.85% Q4 2025 Feb 02, 2026
Virtue Capital Management, LLC History Added to 190,602 17,424 2.68% 0.06% 186 +189,775 22947.4% Q4 2025 Feb 18, 2026
Aptus Capital Advisors, LLC History Reduced 189,544 17,320 0.12% 0.15% 187 -36,306 -16.08% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 188,700 17,243 0.04% 0.05% 188 -47,711 -20.18% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History Added to 187,939 17,173 1.54% 1.45% 189 +33,621 21.79% Q4 2025 Jan 30, 2026
Arta Finance Wealth Management LLC History New 187,743 17,155 8.75% — 190 +187,743 New Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 186,186 17,013 0.21% 0.21% 191 +12,996 7.5% Q4 2025 Jan 29, 2026
High Note Wealth, LLC History Added to 183,952 16,809 3.29% 2.9% 192 +26,561 16.88% Q4 2025 Feb 05, 2026
Atria Investments, Inc History Added to 182,110 16,641 0.19% 0.14% 193 +52,423 40.42% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 181,138 16,552 0.01% 0.01% 194 +27,720 18.07% Q4 2025 Feb 17, 2026
Austin Wealth Management, LLC History Reduced 180,449 16,502 2.44% 3.02% 195 -29,414 -14.02% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Reduced 178,753 16,334 0.07% 0.08% 196 -15,838 -8.14% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 175,400 16,028 0.98% 0.9% 197 +18,179 11.56% Q4 2025 Feb 13, 2026
Ranch Capital Advisors Inc. History Added to 174,936 15,985 5.88% 5.96% 198 +7,085 4.22% Q4 2025 Feb 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 173,993 15,898 0.31% 0.3% 199 +11,404 7.01% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 172,467 15,759 0.06% 0.06% 200 -4,552 -2.57% Q4 2025 Jan 29, 2026
Lake Hills Wealth Management, LLC History Added to 172,364 15,750 8.22% 3.34% 201 +104,151 152.68% Q4 2025 Jan 07, 2026
NORDEN GROUP LLC History Reduced 172,313 15,745 1.54% 2.05% 202 -47,189 -21.5% Q4 2025 Jan 13, 2026
Calamos Wealth Management LLC History Added to 171,583 15,679 0.54% 0.5% 203 +20,362 13.47% Q4 2025 Jan 29, 2026
Asset One Wealth Management LLC History New 171,447 15,668 2.15% — 204 +171,447 New Q4 2025 Feb 17, 2026
Family Manage LLC History Added to 170,689 15,597 1.97% 0.36% 205 +142,404 503.46% Q4 2025 Feb 17, 2026
Montis Financial, LLC History Added to 169,300 15,470 3.06% 0.58% 206 +141,825 516.2% Q4 2025 Feb 11, 2026
YACKTMAN ASSET MANAGEMENT LP History New 167,893 15,342 0.21% — 207 +167,893 New Q4 2025 Feb 03, 2026
Spectrum Planning & Advisory Services Inc. History Added to 165,108 15,087 7.76% 3.3% 208 +101,454 159.38% Q4 2025 Feb 10, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 162,908 14,886 2.55% 2.63% 209 -3,006 -1.81% Q4 2025 Jan 26, 2026
Fortis Capital Advisors, LLC History Added to 162,248 14,826 2.19% 1.93% 210 +29,224 21.97% Q4 2025 Jan 27, 2026
MARATHON CAPITAL MANAGEMENT History Added to 161,415 14,750 3.17% 2.57% 211 +38,842 31.69% Q4 2025 Jan 29, 2026
MANAGED ASSET PORTFOLIOS, LLC History Reduced 161,262 14,736 1.78% 2.26% 212 -37,502 -18.87% Q4 2025 Jan 29, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 161,112 14,722 3.54% 3.15% 213 +29,327 22.25% Q4 2025 Feb 17, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 160,294 14,647 2.06% 4.0% 214 -114,300 -41.63% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Added to 159,997 14,620 0.96% 0.92% 215 +9,541 6.34% Q4 2025 Jan 22, 2026
ALTFEST L J & CO INC History Added to 159,389 14,564 1.59% 1.15% 216 +47,230 42.11% Q4 2025 Jan 23, 2026
Vivid Wealth Management, LLC History Added to 159,088 14,537 5.65% 5.44% 217 +9,989 6.7% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Reduced 158,822 14,513 0.3% 0.45% 218 -54,412 -25.52% Q4 2025 Feb 03, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 157,737 14,414 3.04% 3.06% 219 +3,680 2.39% Q4 2025 Jan 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 156,612 14,311 0.84% 0.93% 220 +8,135 5.48% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Added to 155,033 14,166 0.24% 0.01% 221 +140,550 970.45% Q4 2025 Feb 18, 2026
Lumbard & Kellner, LLC History Reduced 153,870 14,060 4.92% 5.87% 222 -20,016 -11.51% Q4 2025 Feb 03, 2026
MOKAN Wealth Management Inc. History Added to 153,076 13,988 6.21% 6.38% 223 +14,814 10.71% Q4 2025 Jan 26, 2026
St. Louis Financial Planners Asset Management, LLC History Reduced 152,474 13,933 8.56% 23.68% 224 -247,867 -61.91% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Added to 152,425 13,928 0.2% 0.16% 225 +35,956 30.87% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History Added to 151,948 13,885 2.19% 2.38% 226 +283 0.19% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Added to 148,850 13,601 0.0% 0.0% 227 +49,298 49.52% Q4 2025 Feb 12, 2026
Elevation Capital Advisory, LLC History Added to 148,736 13,591 5.55% 3.42% 228 +55,426 59.4% Q4 2025 Jan 26, 2026
Strategic Wealth Investment Group, LLC History Reduced 148,461 13,566 1.67% 2.53% 229 -179,297 -54.7% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 4,261,682 13,463 0.02% 0.02% 230 +4,080,998 2258.64% Q4 2025 Mar 09, 2026
Focused Wealth Management, Inc History Reduced 146,806 13,415 1.4% 1.45% 231 -1,380 -0.93% Q4 2025 Jan 29, 2026
Zinnia Wealth Advisory, LLC History New 143,676 13,129 14.2% — 232 +143,676 New Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Reduced 143,618 13,123 2.49% 2.84% 233 -12,788 -8.18% Q4 2025 Jan 22, 2026
J2 Capital Management Inc History Reduced 142,841 13,052 9.52% 9.92% 234 -802 -0.56% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 139,969 12,790 0.6% 0.64% 235 -19,568 -12.27% Q4 2025 Jan 21, 2026
Treasure Coast Financial Planning History Added to 138,527 12,661 6.72% 6.6% 236 +9,568 7.42% Q4 2025 Jan 22, 2026
ENTREWEALTH, LLC History Reduced 138,263 12,642 5.7% 7.58% 237 -22,316 -13.9% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 138,131 12,622 0.14% 0.16% 238 -7,207 -4.96% Q4 2025 Jan 20, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 136,872 12,507 0.1% 0.09% 239 -3,606 -2.57% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Reduced 136,804 12,501 0.22% 0.36% 240 -31,717 -18.82% Q4 2025 Feb 09, 2026
ADAR1 Capital Management, LLC History No change 135,585 12,389 0.91% 1.17% 241 0 0.0% Q4 2025 Feb 18, 2026
AllGen Financial Advisors, Inc. History Added to 135,282 12,362 2.93% 2.53% 242 +22,838 20.31% Q4 2025 Jan 22, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 133,825 12,228 1.54% 1.6% 243 +7,287 5.76% Q4 2025 Jan 15, 2026
Exit Wealth Advisors, LLC. History Added to 132,744 12,130 7.17% 4.51% 244 +58,960 79.91% Q4 2025 Feb 10, 2026
JBR Co Financial Management Inc History Reduced 132,445 12,102 5.07% 7.97% 245 -72,806 -35.47% Q4 2025 Jan 06, 2026
Trek Financial, LLC History Reduced 132,296 12,089 0.7% 0.77% 246 -9,630 -6.79% Q4 2025 Feb 04, 2026
CALTON & ASSOCIATES, INC. History Added to 131,171 11,986 1.76% 1.78% 247 +2,189 1.7% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 130,330 11,909 0.23% 0.28% 248 +3,888 3.07% Q4 2025 Feb 13, 2026
Capital Wealth Alliance, LLC History Added to 130,125 11,898 5.08% 5.28% 249 +14,310 12.36% Q4 2025 Feb 17, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 129,915 11,871 1.67% 1.74% 250 +675 0.52% Q4 2025 Jan 14, 2026
Advisors Preferred, LLC History Added to 126,040 11,522 1.88% 1.45% 251 +18,950 17.7% Q4 2025 Feb 02, 2026
Signal Advisors Wealth, LLC History Reduced 124,877 11,411 0.91% 1.07% 252 -3,185 -2.49% Q4 2025 Jan 13, 2026
BENJAMIN EDWARDS INC History Added to 124,385 11,366 0.13% 0.12% 253 +12,139 10.81% Q4 2025 Feb 02, 2026
CapWealth Advisors, LLC History Added to 122,988 11,238 0.77% 0.65% 254 +19,738 19.12% Q4 2025 Feb 06, 2026
Everstar Asset Management, LLC History Added to 122,611 11,204 6.01% 5.59% 255 +15,214 14.17% Q4 2025 Feb 05, 2026
SAX WEALTH ADVISORS, LLC History Added to 121,814 11,131 0.52% 0.06% 256 +110,079 938.04% Q4 2025 Jan 12, 2026
Aurora Investment Managers, LLC. History Reduced 121,230 11,078 6.28% 6.92% 257 -17,418 -12.56% Q4 2025 Jan 08, 2026
TCM Advisors, LLC History Added to 120,284 10,991 0.84% 1.07% 258 +8,912 8.0% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 120,268 10,990 0.0% 0.0% 259 -81,982 -40.53% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 120,040 10,969 0.38% 0.34% 260 +17,937 17.57% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Added to 159,232 10,942 0.27% 0.15% 261 +73,347 85.4% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History Added to 119,622 10,931 0.47% 0.01% 262 +115,444 2763.14% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 119,469 10,917 0.68% 0.74% 263 +7,457 6.66% Q4 2025 Feb 11, 2026
GUIDANCE CAPITAL, INC History Added to 117,240 10,734 2.62% 2.5% 264 +12,596 12.04% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 116,009 10,600 0.07% 0.08% 265 +10,901 10.37% Q4 2025 Feb 18, 2026
GM Advisory Group, LLC History Reduced 115,671 10,570 0.41% 0.45% 266 -525 -0.45% Q4 2025 Feb 13, 2026
PFG Advisors History Added to 114,810 10,491 0.51% 0.41% 267 +5,588 5.12% Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History Reduced 113,927 10,410 1.16% 1.44% 268 -1,920 -1.66% Q4 2025 Feb 11, 2026
Guild Investment Management, Inc. History Added to 113,838 10,402 7.71% 7.98% 269 +4,305 3.93% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Reduced 113,081 10,333 0.19% 0.32% 270 -61,382 -35.18% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 111,683 10,205 0.48% 0.67% 271 -29,219 -20.74% Q4 2025 Jan 26, 2026
Lifetime Wealth Management P.C. History New 111,502 10,189 6.4% — 272 +111,502 New Q4 2025 Mar 25, 2026
Tower Research Capital LLC (TRC) History Added to 111,386 10,178 0.25% 0.0% 273 +111,302 132502.38% Q4 2025 Feb 17, 2026
UNIVEST FINANCIAL Corp History Added to 111,159 10,157 0.54% 0.57% 274 +165 0.15% Q4 2025 Feb 04, 2026
Titan Investment Management LLC History New 111,071 10,149 9.25% — 275 +111,071 New Q4 2025 Feb 24, 2026
BEAM WEALTH ADVISORS, INC. History Added to 111,062 10,148 2.79% 2.37% 276 +16,223 17.11% Q4 2025 Feb 04, 2026
JPMORGAN CHASE & CO History Reduced 110,639 10,110 0.0% 0.0% 277 -90,673 -45.04% Q4 2025 Feb 11, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 109,693 10,023 0.29% 0.25% 278 +18,609 20.43% Q4 2025 Feb 12, 2026
HANOVER ADVISORS INC History Reduced 109,520 10,007 3.89% 5.18% 279 -36,094 -24.79% Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History Added to 108,643 9,927 3.14% 3.2% 280 +1,384 1.29% Q4 2025 Jan 28, 2026
Cerity Partners LLC History Added to 108,587 9,922 0.01% 0.01% 281 +73,227 207.09% Q4 2025 Feb 11, 2026
Pathway Financial Advisors LLC History Added to 108,496 9,919 1.25% 0.96% 282 +29,617 37.55% Q4 2025 Jan 14, 2026
Capital Advisors, Ltd. LLC History Reduced 107,504 9,824 1.11% 1.85% 283 -71,226 -39.85% Q4 2025 Jan 21, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 106,729 9,751 0.66% 0.7% 284 +4,380 4.28% Q4 2025 Jan 15, 2026
Professional Financial Advisors, LLC History Added to 105,138 9,607 1.96% 1.94% 285 +4,859 4.85% Q4 2025 Jan 15, 2026
TOMPKINS FINANCIAL CORP History Reduced 104,852 9,581 0.75% 0.82% 286 -2,005 -1.88% Q4 2025 Jan 08, 2026
JT Stratford LLC History Reduced 104,742 9,571 1.23% 1.46% 287 -13,929 -11.74% Q4 2025 Feb 12, 2026
DAVENPORT & Co LLC History Reduced 103,303 9,439 0.05% 0.05% 288 -2,557 -2.42% Q4 2025 Jan 12, 2026
HighRoad Wealth Advisors, LLC History New 102,536 9,369 8.95% — 289 +102,536 New Q4 2025 Jan 27, 2026
Lunt Capital Management, Inc. History Reduced 102,388 9,356 3.5% 3.91% 290 -9,074 -8.14% Q4 2025 Jan 23, 2026
Teucrium Investment Advisors, LLC History New 102,158 9,335 10.25% — 291 +102,158 New Q4 2025 Feb 17, 2026
Venturi Wealth Management, LLC History Added to 101,457 9,271 0.41% 0.37% 292 +15,492 18.02% Q4 2025 Jan 22, 2026
Ameritas Advisory Services, LLC History Reduced 101,280 9,254 0.35% 1.1% 293 -81,809 -44.68% Q4 2025 Feb 04, 2026
Pinnacle Financial Partners, Inc. History New 100,095 9,151 0.07% — 294 +100,095 New Q4 2025 Feb 18, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 100,000 9,138 1.76% — 295 +100,000 New Q4 2025 Feb 13, 2026
Precision Wealth Strategies, LLC History Added to 98,648 9,014 2.92% 1.03% 296 +64,172 186.14% Q4 2025 Jan 30, 2026
SFI Advisors, LLC History Added to 97,902 8,946 5.74% 4.86% 297 +14,747 17.73% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 97,204 8,882 0.67% 0.76% 298 -3,601 -3.57% Q4 2025 Jan 07, 2026
TKG Advisors, LLC History Added to 96,701 8,836 3.56% 3.09% 299 +18,120 23.06% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 96,501 8,818 0.22% 0.22% 300 +3,291 3.53% Q4 2025 Jan 28, 2026
SLT Holdings LLC History Reduced 96,347 8,804 5.66% 6.88% 301 -19,698 -16.97% Q4 2025 Feb 09, 2026
GenTrust, LLC History Reduced 95,620 8,737 0.38% 0.44% 302 -8,929 -8.54% Q4 2025 Feb 02, 2026
Boomfish Wealth Group, LLC History Reduced 95,218 8,701 4.65% 4.82% 303 -2,154 -2.21% Q4 2025 Jan 21, 2026
Trilogy Capital Inc. History Reduced 94,867 8,668 0.39% 0.53% 304 -29,368 -23.64% Q4 2025 Jan 22, 2026
Malaga Cove Capital, LLC History Reduced 94,483 8,633 2.99% 4.17% 305 -30,672 -24.51% Q4 2025 Feb 09, 2026
Capstone Wealth Management Group LLC History Reduced 94,101 8,598 5.21% 5.57% 306 -961 -1.01% Q4 2025 Jan 09, 2026
Raub Brock Capital Management LP History Reduced 93,861 8,577 1.91% 1.88% 307 -1,265 -1.33% Q4 2025 Jan 15, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Added to 93,781 8,569 0.41% 0.24% 308 +38,816 70.62% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Reduced 93,328 8,528 0.37% 0.44% 309 -12,710 -11.99% Q4 2025 Feb 10, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Added to 93,306 8,526 2.14% 1.75% 310 +21,513 29.97% Q4 2025 Feb 12, 2026
G&S Capital LLC History Added to 92,910 8,490 3.0% 2.98% 311 +5,140 5.86% Q4 2025 Jan 28, 2026
Sargent Investment Group, LLC History Added to 92,778 8,478 1.06% 1.2% 312 +1,104 1.2% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 92,622 8,463 0.14% 0.12% 313 +18,595 25.12% Q4 2025 Feb 03, 2026
M Holdings Securities, Inc. History New 91,226 8,336 0.6% — 314 +91,226 New Q4 2025 Feb 11, 2026
MCF Advisors LLC History Added to 91,055 8,320 0.46% 0.44% 315 +13,282 17.08% Q4 2025 Feb 11, 2026
Greenfield Seitz Capital Management, LLC History Reduced 90,878 8,304 2.72% 4.5% 316 -61,350 -40.3% Q4 2025 Feb 12, 2026
One Day In July LLC History Reduced 90,187 8,241 0.68% 0.99% 317 -37,162 -29.18% Q4 2025 Feb 04, 2026
Simplicity Wealth,LLC History Added to 88,422 8,079 0.48% 0.46% 318 +1,225 1.4% Q4 2025 Jan 30, 2026
AE Wealth Management LLC History Added to 88,102 8,050 0.05% 0.05% 319 +1,206 1.39% Q4 2025 Jan 26, 2026
Smart Money Group LLC History Reduced 87,670 8,011 2.34% 2.59% 320 -7,844 -8.21% Q4 2025 Jan 30, 2026
IPG Investment Advisors LLC History Reduced 87,337 7,980 1.4% 1.47% 321 -2,580 -2.87% Q4 2025 Feb 09, 2026
Hedeker Wealth, LLC History Added to 87,038 7,953 1.67% 1.06% 322 +31,458 56.6% Q4 2025 Jan 23, 2026
Kassira Wealth Management LLC History Reduced 86,633 7,916 7.51% 7.87% 323 -2,402 -2.7% Q4 2025 Feb 03, 2026
Legacy Capital Group California, Inc. History Added to 86,023 7,860 1.9% 1.97% 324 +1,835 2.18% Q4 2025 Jan 28, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 85,896 7,849 0.83% 1.0% 325 -11,961 -12.22% Q4 2025 Jan 09, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 85,234 7,789 2.18% 2.23% 326 -709 -0.82% Q4 2025 Feb 02, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 84,279 7,701 5.64% 5.71% 327 -841 -0.99% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 84,225 7,696 0.19% 0.08% 328 +49,145 140.09% Q4 2025 Feb 13, 2026
NDWM LLC History Reduced 83,598 7,639 5.05% 5.36% 329 -2,555 -2.97% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Reduced 83,128 7,596 0.13% 0.18% 330 -24,919 -23.06% Q4 2025 Jan 22, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 83,106 7,594 5.87% 5.78% 331 -1,027 -1.22% Q4 2025 Jan 23, 2026
Quartz Partners, LLC History Added to 82,902 7,575 2.82% 2.17% 332 +17,610 26.97% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 82,502 7,539 0.28% 0.29% 333 +3,823 4.86% Q4 2025 Feb 13, 2026
Mid-American Wealth Advisory Group, Inc. History Added to 82,293 7,519 3.18% 3.23% 334 +3,364 4.26% Q4 2025 Jan 23, 2026
Cairn Investment Group, Inc. History New 80,825 7,386 3.51% — 335 +80,825 New Q4 2025 Feb 02, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 80,588 7,364 1.04% 0.94% 336 +15,559 23.93% Q4 2025 Jan 12, 2026
White Lighthouse Investment Management Inc. History Added to 79,402 7,255 1.01% 0.04% 337 +76,500 2636.11% Q4 2025 Feb 09, 2026
Meridian Wealth Management, LLC History Added to 79,170 7,234 0.25% 0.27% 338 +3,059 4.02% Q4 2025 Feb 04, 2026
West Financial Advisors, LLC History Reduced 79,153 7,233 1.22% 1.27% 339 -4,590 -5.48% Q4 2025 Jan 13, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 78,562 7,178 2.09% 3.59% 340 -51,125 -39.42% Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Added to 78,386 7,162 0.98% 0.12% 341 +69,403 772.6% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 77,844 7,113 0.01% — 342 +77,844 New Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History Added to 77,043 7,040 0.35% 0.2% 343 +39,769 106.69% Q4 2025 Jan 07, 2026
Csenge Advisory Group History Added to 76,925 7,029 0.32% 0.32% 344 +2,981 4.03% Q4 2025 Feb 06, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 76,666 7,005 2.53% 3.29% 345 -12,627 -14.14% Q4 2025 Jan 26, 2026
Park Edge Advisors, LLC History Reduced 76,094 6,953 1.57% 1.86% 346 -11,868 -13.49% Q4 2025 Jan 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 75,581 6,906 0.09% 0.14% 347 -35,679 -32.07% Q4 2025 Feb 09, 2026
Compass Financial Services Inc History Reduced 74,585 6,815 2.94% 3.05% 348 -480 -0.64% Q4 2025 Feb 27, 2026
Genus Capital Management Inc. History Added to 74,555 6,812 0.79% 0.65% 349 +13,184 21.48% Q4 2025 Feb 09, 2026
Crescent Grove Advisors, LLC History Reduced 74,174 6,777 0.63% 0.98% 350 -37,963 -33.85% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Added to 74,009 6,762 0.4% 0.21% 351 +30,195 68.92% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 73,965 6,758 0.01% 0.01% 352 +8,278 12.6% Q4 2025 Feb 13, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 73,653 6,730 0.74% 1.87% 353 -110,096 -59.92% Q4 2025 Feb 03, 2026
Delta Investment Management, LLC History Reduced 73,497 6,716 1.17% 1.3% 354 -5,281 -6.7% Q4 2025 Jan 30, 2026
Caitlin John, LLC History Added to 72,422 6,617 4.33% 4.47% 355 +2,330 3.32% Q4 2025 Feb 18, 2026
ATLAS CAPITAL ADVISORS INC. History New 71,678 6,549 0.73% — 356 +71,678 New Q4 2025 Feb 13, 2026
RDA Financial Network History Added to 71,640 6,546 1.58% 1.45% 357 +7,578 11.83% Q4 2025 Jan 06, 2026
Founders Financial Alliance, LLC History Added to 71,212 6,507 1.23% 1.23% 358 +218 0.31% Q4 2025 Feb 12, 2026
HAMILTON CAPITAL PARTNERS, LLC History Added to 71,074 6,494 2.16% 1.28% 359 +34,579 94.75% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 70,853 6,474 0.34% 0.35% 360 +3,046 4.49% Q4 2025 Jan 20, 2026
WealthTrust Asset Management, LLC History Added to 70,767 6,466 4.52% 4.37% 361 +2,032 2.96% Q4 2025 Feb 04, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 70,643 6,455 1.38% 1.56% 362 +20,605 41.18% Q4 2025 Feb 12, 2026
Reyes Financial Architecture, Inc. History Reduced 70,505 6,442 3.92% 5.27% 363 -14,150 -16.71% Q4 2025 Jan 26, 2026
Gibbs Wealth Management History Added to 70,000 6,402 1.55% 1.39% 364 +3,152 4.72% Q4 2025 Jan 23, 2026
Horizon Investments, LLC History Added to 69,140 6,318 0.08% 0.08% 365 +2,429 3.64% Q4 2025 Feb 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 68,336 6,244 0.37% 1.37% 366 -188,987 -73.44% Q4 2025 Jan 20, 2026
Baring Financial LLC History Added to 68,221 6,234 3.79% 4.21% 367 +864 1.28% Q4 2025 Jan 07, 2026
Long Run Wealth Advisors, LLC History Reduced 67,854 6,200 1.17% 1.25% 368 -1,483 -2.14% Q4 2025 Feb 02, 2026
Wheelhouse Advisory Group LLC History Reduced 67,032 6,124 2.33% 2.65% 369 -136 -0.2% Q4 2025 Jan 29, 2026
PALLADIEM, LLC History New 66,021 6,032 5.72% — 370 +66,021 New Q4 2025 Feb 11, 2026
1834 INVESTMENT ADVISORS CO History Added to 65,793 6,012 0.75% 0.67% 371 +6,195 10.39% Q4 2025 Jan 29, 2026
Forza Wealth Management, LLC History Added to 65,778 6,010 2.17% 2.29% 372 +735 1.13% Q4 2025 Feb 02, 2026
Fjell Capital, LLC History Added to 65,286 5,965 4.57% 5.09% 373 +2,227 3.53% Q4 2025 Jan 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 65,231 5,960 3.5% 3.4% 374 +491 0.76% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 64,950 5,935 0.02% 0.11% 375 -242,004 -78.84% Q4 2025 Feb 12, 2026
Sovereign Investment Advisors, LLC History Added to 64,447 5,889 1.47% 1.23% 376 +15,212 30.9% Q4 2025 Feb 13, 2026
CPR Investments Inc. History Reduced 64,242 5,870 3.94% 4.15% 377 -1,523 -2.32% Q4 2025 Jan 14, 2026
Fortis Capital Management LLC History Added to 64,070 5,854 0.77% 0.74% 378 +6,637 11.56% Q4 2025 Feb 13, 2026
PVG ASSET MANAGEMENT CORP History New 64,049 5,852 12.44% — 379 +64,049 New Q4 2025 Jan 30, 2026
BAILARD, INC. History Added to 64,023 5,850 0.13% 0.09% 380 +18,644 41.09% Q4 2025 Feb 04, 2026
Arax Advisory Partners History New 63,957 5,844 0.17% — 381 +63,957 New Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 63,831 5,832 0.28% 0.31% 382 +7,739 13.8% Q4 2025 Jan 28, 2026
TD Waterhouse Canada Inc. History Added to 63,703 5,821 0.04% 0.02% 383 +25,300 65.88% Q4 2025 Jan 27, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 63,130 5,804 2.7% 2.61% 384 +4,170 7.07% Q4 2025 Jan 22, 2026
Napier Financial, LLC History New 63,340 5,788 1.45% — 385 +63,340 New Q4 2025 Feb 11, 2026
GFI Investment Counsel Ltd. History Reduced 63,217 5,776 0.66% 0.62% 386 -1,888 -2.9% Q4 2025 Feb 25, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 62,884 5,746 0.46% 0.61% 387 -13,108 -17.25% Q4 2025 Feb 12, 2026
Balefire, LLC History Added to 62,530 5,713 1.11% 1.0% 388 +7,845 14.35% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Added to 62,496 5,710 0.18% 0.26% 389 +1,979 3.27% Q4 2025 Jan 20, 2026
Savior LLC History Added to 62,480 5,709 20.62% 22.92% 390 +6,348 11.31% Q4 2025 Jan 15, 2026
Tillman Hartley LLC History Added to 62,055 5,670 1.42% 1.23% 391 +10,418 20.18% Q4 2025 Feb 13, 2026
SP Asset Management LLC History Added to 61,729 5,640 0.45% 0.36% 392 +11,788 23.6% Q4 2025 Jan 28, 2026
Stirlingshire Investments, Inc. History New 61,576 5,626 4.99% — 393 +61,576 New Q4 2025 Feb 11, 2026
Palouse Capital Management, Inc. History Added to 60,652 5,542 3.55% 3.15% 394 +6,633 12.28% Q4 2025 Jan 23, 2026
Alchemi Wealth, LLC History New 60,240 5,504 3.01% — 395 +60,240 New Q4 2025 Feb 13, 2026
MRWM Advisors, LLC History Added to 60,169 5,498 2.95% 2.3% 396 +16,081 36.47% Q4 2025 Jan 26, 2026
FAGAN ASSOCIATES, INC. History Added to 59,658 5,451 0.73% 0.72% 397 +2,704 4.75% Q4 2025 Jan 30, 2026
Legacy Wealth Managment, LLC/ID History Reduced 59,637 5,449 2.61% 3.14% 398 -16,119 -21.28% Q4 2025 Feb 03, 2026
FSC Wealth Advisors, LLC History Reduced 59,609 5,447 8.84% 6.44% 399 -62,052 -51.0% Q4 2025 Jan 22, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 59,505 5,444 0.25% 0.26% 400 +11,064 22.84% Q4 2025 Feb 03, 2026
Sovran Advisors, LLC History Reduced 58,754 5,376 0.46% 0.54% 401 -8,439 -12.56% Q4 2025 Jan 20, 2026
MONECO ADVISORS, LLC History Added to 58,587 5,353 0.42% 0.41% 402 +5,579 10.52% Q4 2025 Feb 04, 2026
Orion Porfolio Solutions, LLC History Reduced 58,538 5,349 0.04% 0.08% 403 -47,662 -44.88% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Added to 57,466 5,263 0.18% 0.19% 404 +2,371 4.3% Q4 2025 Jan 27, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 57,512 5,255 2.56% 2.46% 405 -2,837 -4.7% Q4 2025 Feb 13, 2026
CERTUITY, LLC History Added to 57,464 5,251 0.33% 0.27% 406 +14,923 35.08% Q4 2025 Jan 30, 2026
AMI ASSET MANAGEMENT CORP History Added to 56,060 5,122 0.29% 0.29% 407 +171 0.31% Q4 2025 Jan 23, 2026
Clear Creek Financial Management, LLC History Reduced 55,999 5,117 0.42% 0.85% 408 -51,124 -47.72% Q4 2025 Jan 23, 2026
October Effect Ltd History Reduced 55,687 5,088 5.6% 15.93% 409 -101,858 -64.65% Q4 2025 Jan 20, 2026
Wealthcare Advisory Partners LLC History Reduced 55,420 5,064 0.1% 0.13% 410 -13,374 -19.44% Q4 2025 Jan 14, 2026
Spire Wealth Management History Added to 55,293 5,052 0.17% 0.04% 411 +41,506 301.05% Q4 2025 Jan 14, 2026
Prostatis Group LLC History Added to 54,763 5,004 1.19% 0.65% 412 +26,390 93.01% Q4 2025 Feb 17, 2026
AssuredPartners Investment Advisors, LLC History New 54,239 4,956 0.74% — 413 +54,239 New Q4 2025 Feb 03, 2026
Clio Asset Management LLC History Reduced 53,832 4,919 3.82% 3.68% 414 -235 -0.43% Q4 2025 Jan 16, 2026
Perennial Investment Advisors, LLC History Reduced 53,484 4,887 0.39% 0.41% 415 -619 -1.14% Q4 2025 Feb 17, 2026
GK Wealth Management LLC History Reduced 53,354 4,875 3.23% 4.01% 416 -6,340 -10.62% Q4 2025 Jan 05, 2026
Oliver Luxxe Assets LLC History Reduced 53,049 4,847 0.74% 1.21% 417 -30,501 -36.51% Q4 2025 Jan 08, 2026
Biltmore Wealth Management, LLC History Added to 52,881 4,832 1.82% 1.84% 418 +407 0.78% Q4 2025 Jan 16, 2026
Kopion Asset Management, LLC History Added to 52,855 4,829 3.45% 1.88% 419 +21,237 67.17% Q4 2025 Jan 05, 2026
Wealth Enhancement Trust Services, Inc. History New 52,782 4,823 0.61% — 420 +52,782 New Q4 2025 Jan 27, 2026
JGP Wealth Management, LLC History Reduced 52,178 4,767 0.5% 0.73% 421 -19,811 -27.52% Q4 2025 Jan 12, 2026
Tempus Wealth Planning, LLC History Reduced 52,167 4,766 1.09% 1.12% 422 -1,039 -1.95% Q4 2025 Jan 16, 2026
Upper Left Wealth Management, LLC History Added to 52,125 4,763 2.9% 2.77% 423 +4,102 8.54% Q4 2025 Jan 22, 2026
AlphaCore Capital LLC History Added to 51,021 4,662 0.1% 0.15% 424 +3,939 8.37% Q4 2025 Feb 05, 2026
Vontobel Holding Ltd. History Reduced 50,943 4,655 0.01% 0.02% 425 -6,689 -11.61% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 50,742 4,638 0.1% 0.12% 426 -4,255 -7.74% Q4 2025 Jan 08, 2026
Empower Advisory Group, LLC History Added to 50,709 4,633 0.01% 0.01% 427 +6,610 14.99% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History Added to 50,309 4,597 0.24% 0.26% 428 +4,046 8.75% Q4 2025 Feb 11, 2026
Pine Valley Investments Ltd Liability Co History Added to 50,106 4,578 0.21% 0.2% 429 +5,290 11.8% Q4 2025 Feb 13, 2026
INSIGHT 2811, INC. History Added to 50,060 4,574 2.02% 1.96% 430 +2,148 4.48% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History New 49,740 4,545 0.0% — 431 +49,740 New Q4 2025 Mar 25, 2026
KENNEDY INVESTMENT GROUP History Reduced 49,608 4,533 1.71% 1.83% 432 -558 -1.11% Q4 2025 Feb 06, 2026
KG&L Capital Management,LLC History Reduced 49,546 4,527 1.12% 1.24% 433 -809 -1.61% Q4 2025 Jan 23, 2026
Capital Research Global Investors History Added to 49,385 4,512 0.0% 0.0% 434 +5,170 11.69% Q4 2025 Feb 11, 2026
CIM, LLC History Reduced 49,362 4,510 0.59% 0.62% 435 -2,434 -4.7% Q4 2025 Feb 18, 2026
Artesa Financial Group, LLC History New 49,297 4,504 4.63% — 436 +49,297 New Q4 2025 Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 49,096 4,486 1.11% 1.67% 437 -21,730 -30.68% Q4 2025 Jan 23, 2026
WESBANCO BANK INC History Added to 48,940 4,472 0.12% 0.1% 438 +10,320 26.72% Q4 2025 Feb 03, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 48,790 4,458 0.33% 0.25% 439 +14,180 40.97% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 48,730 4,452 0.15% 0.16% 440 +639 1.33% Q4 2025 Jan 12, 2026
Lido Advisors, LLC History Reduced 48,215 4,416 0.01% 0.01% 441 -548 -1.12% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 48,221 4,406 0.1% 0.11% 442 +605 1.27% Q4 2025 Feb 06, 2026
INVENIO WEALTH PARTNERS LLC History Added to 48,127 4,397 1.63% 1.52% 443 +2,650 5.83% Q4 2025 Feb 13, 2026
Premier Private Wealth Management LLC History New 47,596 4,349 4.51% — 444 +47,596 New Q4 2025 Feb 11, 2026
Freestate Advisors LLC History Reduced 47,541 4,344 3.53% 3.82% 445 -2,106 -4.24% Q4 2025 Jan 12, 2026
Hershey Financial Advisers, LLC History Reduced 47,341 4,325 3.66% 4.47% 446 -9,554 -16.79% Q4 2025 Feb 18, 2026
Kovack Advisors, Inc. History Added to 47,080 4,302 0.2% 0.04% 447 +42,905 1027.66% Q4 2025 Feb 17, 2026
Legacy Wealth Advisors, LLC History New 47,010 4,295 2.84% — 448 +47,010 New Q4 2025 Feb 17, 2026
Arrowroot Family Office, LLC History Reduced 46,989 4,293 1.56% 1.78% 449 -1,539 -3.17% Q4 2025 Feb 11, 2026
Jordan Park Group LLC History Added to 46,880 4,283 0.25% 0.26% 450 +21,684 86.06% Q4 2025 Feb 10, 2026
PSI Advisors, LLC History Added to 47,224 4,281 1.08% 1.02% 451 +3,986 9.22% Q4 2025 Feb 09, 2026
Revisor Wealth Management LLC History Added to 46,718 4,276 1.14% 1.28% 452 +6,328 15.67% Q4 2025 Jan 27, 2026
IronBridge Private Wealth, LLC History No change 46,516 4,267 1.35% 1.35% 453 0 0.0% Q4 2025 Feb 23, 2026
WEDBUSH SECURITIES INC History Added to 46,419 4,242 0.12% 0.12% 454 +7,092 18.03% Q4 2025 Feb 12, 2026
Cascade Financial Partners, LLC History Added to 46,172 4,219 0.43% 0.29% 455 +18,350 65.95% Q4 2025 Feb 06, 2026
IMA Advisory Services, Inc. History Reduced 46,150 4,217 0.4% 0.48% 456 -5,500 -10.65% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 46,091 4,211 0.05% 0.07% 457 -11,652 -20.18% Q4 2025 Jan 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 45,552 4,162 0.08% 0.08% 458 +3,294 7.79% Q4 2025 Jan 07, 2026
Concord Wealth Partners History Added to 45,019 4,113 0.53% 0.45% 459 +9,254 25.87% Q4 2025 Jan 29, 2026
Yeomans Consulting Group, Inc. History New 44,547 4,070 1.19% — 460 +44,547 New Q4 2025 Jan 07, 2026
Core Wealth Partners LLC History Reduced 44,446 4,061 1.83% 1.98% 461 -2,498 -5.32% Q4 2025 Feb 17, 2026
Matrix Trust Co History Added to 44,196 4,039 0.67% 0.37% 462 +18,254 70.36% Q4 2025 Jan 13, 2026
Strategic Blueprint, LLC History Reduced 44,188 4,037 0.24% 0.28% 463 -25,425 -36.52% Q4 2025 Jan 30, 2026
Aviance Capital Partners, LLC History Reduced 44,176 4,036 0.47% 0.56% 464 -6,857 -13.44% Q4 2025 Feb 06, 2026
Walkner Condon Financial Advisors LLC History Added to 44,120 4,031 0.56% 0.22% 465 +29,293 197.57% Q4 2025 Jan 21, 2026
Intrepid Financial Planning Group LLC History Reduced 44,042 4,024 1.53% 1.57% 466 -776 -1.73% Q4 2025 Feb 13, 2026
Unison Advisors LLC History Added to 43,999 4,020 0.35% 0.29% 467 +9,286 26.75% Q4 2025 Jan 21, 2026
Clear Trail Advisors, LLC History New 43,950 4,016 0.93% — 468 +43,950 New Q4 2025 Jan 09, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 43,355 3,961 2.68% 0.94% 469 +27,909 180.69% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 43,251 3,952 0.03% 0.02% 470 -8,854 -16.99% Q4 2025 Feb 13, 2026
Luken Investment Analytics, LLC History Reduced 43,256 3,952 1.56% 1.62% 471 -2,046 -4.52% Q4 2025 Feb 03, 2026
Concord Asset Management, LLC/VA History Added to 43,210 3,948 0.68% 0.56% 472 +9,461 28.03% Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History Added to 42,918 3,921 0.34% 0.33% 473 +2,520 6.24% Q4 2025 Jan 26, 2026
LaSalle St. Investment Advisors, LLC History Added to 42,887 3,919 0.63% 0.65% 474 +3,267 8.25% Q4 2025 Feb 17, 2026
JIM SAULNIER & ASSOCIATES, LLC History Reduced 42,864 3,916 2.03% 2.31% 475 -2,268 -5.03% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Added to 42,820 3,912 0.11% 0.12% 476 +1,618 3.93% Q4 2025 Feb 19, 2026
Clarity Financial LLC History Reduced 42,647 3,897 0.36% 0.4% 477 -1,268 -2.89% Q4 2025 Jan 28, 2026
STABLEFORD CAPITAL II LLC History Reduced 42,291 3,864 1.4% 2.72% 478 -39,645 -48.39% Q4 2025 Jan 13, 2026
Legacy Capital Wealth Partners, LLC History Reduced 42,259 3,861 0.83% 1.84% 479 -49,833 -54.11% Q4 2025 Jan 16, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 42,092 3,846 0.45% 0.21% 480 +23,809 130.22% Q4 2025 Jan 12, 2026
Prime Capital Investment Advisors, LLC History Added to 41,902 3,829 0.05% 0.05% 481 +1,097 2.69% Q4 2025 Jan 21, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 41,892 3,828 1.26% 1.96% 482 -19,240 -31.47% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 41,604 3,801 0.02% 0.02% 483 -922 -2.17% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 41,475 3,789 0.08% 0.08% 484 +2,278 5.81% Q4 2025 Feb 05, 2026
Private Advisory Group LLC History New 41,350 3,778 0.3% — 485 +41,350 New Q4 2025 Jan 15, 2026
HEADINVEST, LLC History Added to 40,981 3,744 0.74% 0.75% 486 +1,610 4.09% Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 40,369 3,688 0.06% — 487 +40,369 New Q4 2025 Feb 13, 2026
TLWM History Added to 40,340 3,686 0.67% 0.26% 488 +24,277 151.14% Q4 2025 Jan 12, 2026
Values First Advisors, Inc. History Added to 40,336 3,685 1.91% 1.86% 489 +2,489 6.58% Q4 2025 Jan 30, 2026
EVEXIA WEALTH LLC History Reduced 40,251 3,682 1.03% 1.58% 490 -17,401 -30.18% Q4 2025 Jan 16, 2026
Climber Capital SA History New 68,110 3,638 2.37% — 491 +68,110 New Q4 2025 Feb 03, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 39,397 3,600 0.29% 0.42% 492 -8,644 -17.99% Q4 2025 Feb 04, 2026
Pioneer Wealth Management Group History Added to 39,145 3,577 1.09% 1.04% 493 +3,857 10.93% Q4 2025 Jan 12, 2026
OakTrust Wealth Advisors, LLC History New 39,018 3,565 3.29% — 494 +39,018 New Q4 2025 Feb 27, 2026
Sierra Legacy Group History Reduced 38,905 3,555 2.61% 3.82% 495 -17,400 -30.9% Q4 2025 Jan 20, 2026
Patten Group, Inc. History Reduced 38,116 3,483 0.64% 0.76% 496 -4,619 -10.81% Q4 2025 Jan 23, 2026
Rosenberg Matthew Hamilton History Reduced 38,023 3,474 0.72% 0.89% 497 -7,039 -15.62% Q4 2025 Jan 05, 2026
Continuum Advisory, LLC History Reduced 37,730 3,447 0.35% 0.37% 498 -908 -2.35% Q4 2025 Feb 11, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 37,717 3,446 1.63% 5.87% 499 -92,729 -71.09% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 37,563 3,432 1.07% 1.17% 500 -399 -1.05% Q4 2025 Jan 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 37,479 3,424 0.08% 0.07% 501 +7,771 26.16% Q4 2025 Feb 09, 2026
Net Worth Advisory Group History Reduced 37,143 3,394 0.69% 1.0% 502 -374 -1.0% Q4 2025 Jan 14, 2026
CULBERTSON A N & CO INC History Added to 37,057 3,386 0.46% 0.31% 503 +13,307 56.03% Q4 2025 Jan 21, 2026
Strategent Financial, LLC History Reduced 36,896 3,371 2.13% 2.91% 504 -7,458 -16.81% Q4 2025 Jan 29, 2026
Lakewood Asset Management LLC History Reduced 36,850 3,367 1.98% 4.51% 505 -44,439 -54.67% Q4 2025 Jan 26, 2026
CHANNEL WEALTH LLC History Reduced 36,791 3,361 0.85% 1.04% 506 -5,511 -13.03% Q4 2025 Feb 03, 2026
CacheTech Inc. History Reduced 36,744 3,357 0.62% 0.76% 507 -4,354 -10.59% Q4 2025 Feb 18, 2026
PECAUT & CO. History Added to 36,570 3,341 1.08% 0.76% 508 +10,681 41.26% Q4 2025 Feb 10, 2026
FSM Wealth Advisors, LLC History Reduced 36,337 3,320 0.45% 0.62% 509 -11,630 -24.25% Q4 2025 Jan 23, 2026
Elevate Capital Advisors, LLC History Reduced 35,691 3,261 2.16% 4.76% 510 -38,691 -52.02% Q4 2025 Jan 23, 2026
Amitell Capital Pte Ltd History New 35,366 3,231 3.61% — 511 +35,366 New Q4 2025 Feb 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 35,304 3,226 0.19% — 512 +35,304 New Q4 2025 Feb 17, 2026
Cornerstone Investment Partners, LLC History Reduced 34,998 3,198 0.12% 0.14% 513 -1,331 -3.66% Q4 2025 Jan 29, 2026
Pearl Planning LLC History New 34,564 3,158 1.93% — 514 +34,564 New Q4 2025 Feb 03, 2026
Accurate Wealth Management, LLC History Added to 34,491 3,154 0.4% 0.4% 515 +1,411 4.27% Q4 2025 Jan 14, 2026
Financial Network Wealth Advisors LLC History Added to 34,472 3,150 3.28% 2.57% 516 +8,888 34.74% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History New 34,064 3,112 0.12% — 517 +34,064 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 33,805 3,089 0.08% 0.08% 518 +2,462 7.86% Q4 2025 Feb 17, 2026
Shore Point Advisors, LLC History Added to 33,781 3,086 1.31% 1.32% 519 +1,194 3.66% Q4 2025 Jan 23, 2026
MBA Advisors LLC History Reduced 33,759 3,084 1.24% 1.62% 520 -7,499 -18.18% Q4 2025 Jan 21, 2026
Capital Group Private Client Services, Inc. History Added to 33,217 3,035 0.05% 0.05% 521 +435 1.33% Q4 2025 Feb 11, 2026
Tranquilli Financial Advisor LLC History Added to 33,031 3,018 1.75% 1.63% 522 +2,914 9.68% Q4 2025 Jan 27, 2026
TOWNSQUARE CAPITAL LLC History Reduced 33,022 3,017 0.68% 0.51% 523 -3,409 -9.36% Q4 2025 Feb 11, 2026
Portfolio Design Labs, LLC History Added to 32,935 3,009 0.5% 0.52% 524 +49 0.15% Q4 2025 Feb 11, 2026
Ethos Financial Group, LLC History Reduced 32,765 2,994 0.22% 0.24% 525 -63 -0.19% Q4 2025 Jan 20, 2026
HARBOUR INVESTMENTS, INC. History Reduced 32,730 2,990 0.06% 0.08% 526 -6,987 -17.59% Q4 2025 Feb 09, 2026
SMITH, MOORE & CO. History Reduced 32,614 2,980 0.23% 0.24% 527 -2,125 -6.12% Q4 2025 Jan 23, 2026
Bridgewealth Advisory Group, LLC History Reduced 32,502 2,970 0.66% 1.21% 528 -24,213 -42.69% Q4 2025 Feb 04, 2026
Humankind Investments LLC History No change 32,500 2,969 1.33% 0.68% 529 0 0.0% Q4 2025 Feb 17, 2026
LPWM LLC History Reduced 32,480 2,968 0.75% 0.84% 530 -2,010 -5.83% Q4 2025 Jan 06, 2026
Western Wealth Management, LLC History Added to 32,462 2,966 0.14% 0.15% 531 +1,126 3.59% Q4 2025 Feb 05, 2026
Worth Asset Management, LLC History Reduced 32,397 2,960 1.26% 3.81% 532 -59,933 -64.91% Q4 2025 Jan 14, 2026
Hudson Oak Wealth Advisory LLC History New 32,318 2,953 2.61% — 533 +32,318 New Q4 2025 Jan 23, 2026
LongView Asset Management LLC History Added to 32,302 2,951 2.06% 2.02% 534 +441 1.38% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 32,242 2,946 0.0% 0.0% 535 -6,083 -15.87% Q4 2025 Feb 17, 2026
Tactive Advisors, LLC History Reduced 32,232 2,945 0.86% 1.35% 536 -19,896 -38.17% Q4 2025 Jan 09, 2026
Stone Wealth Partners History New 32,020 2,925 2.6% — 538 +32,020 New Q4 2025 Feb 24, 2026
DEUTSCHE BANK AG\ History Reduced 32,015 2,925 0.0% 0.0% 537 -1,638 -4.87% Q4 2025 Feb 11, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 32,002 2,924 0.08% 0.07% 539 +1,391 4.54% Q4 2025 Jan 28, 2026
STEPHENS INC /AR/ History Reduced 31,892 2,914 0.04% 0.04% 540 -6,315 -16.53% Q4 2025 Feb 05, 2026
Hardworking Capital Advisors, LLC History New 31,791 2,905 2.64% — 541 +31,791 New Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Added to 31,785 2,904 0.27% 0.14% 542 +16,271 104.88% Q4 2025 Jan 30, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 31,727 2,899 0.77% 0.65% 543 +6,255 24.56% Q4 2025 Feb 09, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 31,563 2,884 0.96% 1.0% 544 -934 -2.87% Q4 2025 Jan 22, 2026
Vickerman Investment Advisors, Inc. History Added to 31,491 2,877 0.57% 0.52% 545 +3,637 13.06% Q4 2025 Feb 12, 2026
Cannell & Spears LLC History Added to 31,380 2,867 0.05% 0.02% 546 +20,269 182.42% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 31,293 2,859 0.05% 0.07% 547 -6,600 -17.42% Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Added to 31,263 2,856 0.14% 0.13% 548 +1,062 3.52% Q4 2025 Jan 20, 2026
Westmount Partners, LLC History Reduced 30,984 2,831 0.71% 1.37% 549 -27,224 -46.77% Q4 2025 Jan 15, 2026
BINGHAM PRIVATE WEALTH, LLC History New 30,916 2,825 2.44% — 550 +30,916 New Q4 2025 Jan 23, 2026
Silicon Valley Capital Partners History Reduced 30,861 2,820 0.26% 0.27% 551 -827 -2.61% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 30,783 2,812 0.16% 0.38% 552 -36,678 -54.37% Q4 2025 Feb 04, 2026
Adams Wealth Management History Reduced 30,698 2,805 0.6% 0.7% 553 -4,699 -13.28% Q4 2025 Feb 18, 2026
Sherman Wealth Management LLC History New 29,993 2,740 2.38% — 554 +29,993 New Q4 2025 Jan 15, 2026
PINNACLE ASSOCIATES LTD History Added to 29,862 2,728 0.04% 0.04% 555 +656 2.25% Q4 2025 Feb 05, 2026
PORTLAND INVESTMENT COUNSEL INC. History Reduced 29,821 2,725 0.82% 0.31% 556 -2,000 -6.29% Q4 2025 Feb 12, 2026
Three Cord True Wealth Management, LLC History Added to 29,810 2,724 1.58% 1.32% 557 +8,621 40.69% Q4 2025 Feb 05, 2026
Integrity Advisory Solutions, LLC History Added to 29,789 2,722 0.39% 0.28% 558 +10,651 55.65% Q4 2025 Feb 09, 2026
GTS SECURITIES LLC History Reduced 29,602 2,705 0.09% 0.73% 559 -178,492 -85.77% Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Reduced 29,602 2,705 0.49% 0.64% 560 -7,160 -19.48% Q4 2025 Feb 05, 2026
BTC Capital Management, Inc. History Reduced 29,252 2,676 0.19% 0.51% 561 -51,792 -63.91% Q4 2025 Jan 15, 2026
Wellspring Financial Advisors, LLC History Reduced 29,252 2,673 0.21% 0.25% 562 -528 -1.77% Q4 2025 Feb 11, 2026
Wealth Advisors of Iowa, LLC History Added to 29,159 2,664 0.87% 0.33% 563 +18,522 174.13% Q4 2025 Feb 05, 2026
LVW Advisors, LLC History Reduced 29,118 2,660 0.27% 0.47% 564 -20,853 -41.73% Q4 2025 Jan 14, 2026
Encompass More Asset Management History Reduced 28,964 2,646 0.49% 0.64% 565 -7,503 -20.57% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Added to 28,843 2,635 0.04% 0.04% 566 +1,889 7.01% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 28,608 2,614 0.01% 0.01% 567 +4,074 16.61% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Reduced 28,539 2,607 0.19% 0.21% 568 -444 -1.53% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 28,394 2,594 0.0% 0.0% 569 -5,348 -15.85% Q4 2025 Feb 13, 2026
PINKERTON WEALTH, LLC History Reduced 28,101 2,567 0.26% 0.28% 570 -9 -0.03% Q4 2025 Feb 06, 2026
Macco Financial Group, Inc. History New 27,927 2,551 2.19% — 571 +27,927 New Q4 2025 Feb 24, 2026
Signet Private Wealth LLC History New 27,338 2,498 2.39% — 572 +27,338 New Q4 2025 Feb 11, 2026
Blueprint Investment Partners LLC History Added to 27,028 2,469 0.26% 0.23% 573 +9,037 50.23% Q4 2025 Feb 17, 2026
Beacon Wealthcare LLC History Added to 26,593 2,430 0.83% 0.76% 574 +2,987 12.65% Q4 2025 Jan 06, 2026
NBC SECURITIES, INC. History Reduced 26,535 2,424 0.18% 0.22% 575 -4,316 -13.99% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 26,435 2,415 0.0% 0.0% 576 +23,005 670.7% Q4 2025 Feb 12, 2026
Independent Wealth Network Inc. History Reduced 25,378 2,319 0.71% 0.76% 577 -332 -1.29% Q4 2025 Jan 26, 2026
Coyle Financial Counsel LLC History Reduced 25,160 2,299 0.49% 0.73% 578 -9,566 -27.55% Q4 2025 Feb 10, 2026
Mattson Financial Services, LLC History Added to 25,064 2,290 0.53% 0.45% 579 +4,585 22.39% Q4 2025 Feb 12, 2026
THOR TRADING ADVISORS, LLC History New 24,967 2,281 0.95% — 580 +24,967 New Q4 2025 Feb 12, 2026
DBK Financial Counsel, LLC History Reduced 24,715 2,258 1.73% 1.93% 581 -273 -1.09% Q4 2025 Jan 26, 2026
Curi Capital, LLC History Reduced 24,622 2,249 0.04% 0.05% 582 -5,402 -17.99% Q4 2025 Feb 17, 2026
Andina Capital Management, LLC History Added to 24,497 2,238 1.35% 1.17% 583 +2,004 8.91% Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Added to 24,380 2,227 0.38% 0.12% 584 +16,891 225.54% Q4 2025 Feb 17, 2026
WealthCare Asset Management, LLC History New 24,261 2,218 1.4% — 585 +24,261 New Q4 2025 Feb 17, 2026
Discipline Wealth Solutions, LLC History Added to 24,252 2,216 0.41% 0.54% 586 +2,123 9.59% Q4 2025 Jan 26, 2026
Turim 21 Investimentos Ltda. History Reduced 24,066 2,199 0.85% 11.43% 587 -346,257 -93.5% Q4 2025 Feb 17, 2026
ZEGA Investments, LLC History Reduced 24,021 2,195 0.26% 0.56% 588 -21,777 -47.55% Q4 2025 Jan 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 23,876 2,181 1.73% — 589 +23,876 New Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 23,852 2,179 0.08% 0.08% 590 +1,777 8.05% Q4 2025 Jan 21, 2026
NWAM LLC History Added to 23,749 2,175 0.12% 0.11% 591 +2,177 10.09% Q4 2025 Feb 04, 2026
Cornerstone Planning, LLC History New 24,144 2,142 0.5% — 592 +24,144 New Q4 2025 Mar 17, 2026
Balance Wealth, LLC History Added to 23,401 2,138 0.69% 0.42% 593 +5,037 27.43% Q4 2025 Jan 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 23,088 2,109 0.07% 0.07% 594 +2,178 10.42% Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 22,964 2,098 0.23% 0.23% 595 +312 1.38% Q4 2025 Mar 03, 2026
COMMERCE BANK History New 22,699 2,074 0.01% — 596 +22,699 New Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 22,661 2,070 0.56% 0.83% 597 +1,051 4.86% Q4 2025 Feb 09, 2026
Bricktown Capital, LLC History No change 22,496 2,055 0.35% 0.34% 598 0 0.0% Q4 2025 Jan 15, 2026
Wallace Advisory Group, LLC History Reduced 22,441 2,050 2.15% 3.09% 599 -19,455 -46.44% Q4 2025 Jan 23, 2026
Foguth Wealth Management, LLC. History New 22,372 2,045 0.32% — 600 +22,372 New Q4 2025 Jan 05, 2026
Mills Wealth Advisors LLC History Added to 22,329 2,040 0.8% 0.28% 601 +14,924 201.54% Q4 2025 Jan 27, 2026
Neuberger Berman Group LLC History New 22,150 2,024 0.0% — 602 +22,150 New Q4 2025 Feb 13, 2026
Copley Financial Group, Inc. History Added to 22,135 2,022 1.25% 1.26% 603 +2,073 10.33% Q4 2025 Feb 17, 2026
Pilgrim Partners Asia Pte Ltd History Added to 22,000 2,010 0.96% 0.82% 604 +2,000 10.0% Q4 2025 Feb 03, 2026
RWA WEALTH PARTNERS, LLC History No change 21,841 1,995 0.02% 0.02% 605 0 0.0% Q4 2025 Feb 12, 2026
Diversified Portfolios, Inc. History Reduced 21,769 1,989 0.17% 0.34% 606 -19,868 -47.72% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Reduced 21,622 1,975 0.1% 0.13% 607 -3,408 -13.62% Q4 2025 Jan 23, 2026
Financial Planning Fort Collins, LLC History New 21,431 1,958 1.72% — 608 +21,431 New Q4 2025 Feb 18, 2026
NORTHERN TRUST CORP History Reduced 21,365 1,952 0.0% 0.0% 609 -5,552 -20.63% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 21,214 1,938 0.0% 0.01% 610 -24,847 -53.94% Q4 2025 Feb 13, 2026
Red Door Wealth Management, LLC History Added to 21,098 1,927 0.2% 0.2% 611 +434 2.1% Q4 2025 Jan 20, 2026
WealthTrak Capital Management LLC History Added to 21,018 1,920 1.37% 1.44% 612 +1,941 10.17% Q4 2025 Feb 10, 2026
Diversify Advisory Services, LLC History Reduced 20,925 1,915 0.06% 0.08% 613 -3,848 -15.53% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Added to 20,946 1,914 0.0% 0.0% 614 +4,303 25.85% Q4 2025 Feb 10, 2026
Black Swift Group, LLC History Added to 19,110 1,906 0.32% 0.25% 615 +3,860 25.31% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Reduced 20,680 1,889 0.02% 0.03% 616 -3,929 -15.97% Q4 2025 Jan 21, 2026
BayBridge Capital Group, LLC History Added to 20,612 1,883 1.17% 1.06% 617 +2,474 13.64% Q4 2025 Jan 16, 2026
GatePass Capital, LLC History Reduced 20,500 1,873 0.97% 1.24% 619 -2,825 -12.11% Q4 2025 Feb 09, 2026
Brookwood Investment Group LLC History Added to 20,503 1,873 0.22% 0.22% 618 +2,042 11.06% Q4 2025 Jan 22, 2026
Advyzon Investment Management, LLC History Added to 20,475 1,871 0.22% 0.28% 620 +2,823 15.99% Q4 2025 Feb 13, 2026
Parkway Wealth Management Group, LLC History New 20,434 1,867 0.25% — 621 +20,434 New Q4 2025 Feb 10, 2026
Paulson Wealth Management Inc. History Reduced 19,982 1,825 0.42% 0.55% 622 -5,477 -21.51% Q4 2025 Feb 05, 2026
WESPAC Advisors, LLC History Added to 19,824 1,811 0.98% 0.24% 623 +15,317 339.85% Q4 2025 Jan 14, 2026
Phil A. Younker & Associates, Ltd. History Reduced 19,824 1,811 1.26% 1.51% 624 -1,652 -7.69% Q4 2025 Jan 27, 2026
Golden Reserve Retirement LLC History Added to 19,733 1,803 0.33% 0.07% 625 +16,705 551.68% Q4 2025 Jan 29, 2026
44 WEALTH MANAGEMENT LLC History Added to 19,679 1,798 0.6% 0.6% 626 +246 1.27% Q4 2025 Feb 09, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 19,555 1,787 1.69% 1.39% 627 -1,253 -6.02% Q4 2025 Jan 13, 2026
Diligent Investors, LLC History Added to 19,500 1,781 0.44% 0.22% 628 +10,000 105.26% Q4 2025 Jan 23, 2026
EASTERN BANK History Reduced 19,369 1,769 0.03% 0.03% 629 -835 -4.13% Q4 2025 Jan 14, 2026
NTV ASSET MANAGEMENT LLC History Added to 19,296 1,763 0.19% 0.16% 630 +3,485 22.04% Q4 2025 Jan 20, 2026
Coppell Advisory Solutions LLC History Reduced 19,254 1,759 0.17% 0.24% 631 -5,756 -23.01% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 19,229 1,757 0.12% 0.15% 632 -1,034 -5.1% Q4 2025 Feb 03, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 19,207 1,755 0.15% 0.15% 633 -171 -0.88% Q4 2025 Jan 15, 2026
Americana Partners, LLC History Added to 19,136 1,748 0.05% 0.04% 634 +5,883 44.39% Q4 2025 Feb 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 18,599 1,699 0.2% 0.21% 635 -530 -2.77% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Reduced 18,485 1,689 0.45% 1.33% 636 -34,482 -65.1% Q4 2025 Jan 09, 2026
Tennessee Valley Asset Management Partners History Reduced 18,418 1,683 0.22% 0.27% 637 -3,255 -15.02% Q4 2025 Feb 05, 2026
Entruity Wealth, LLC History Added to 18,400 1,681 1.2% 1.3% 638 +171 0.94% Q4 2025 Feb 03, 2026
Vertex Planning Partners, LLC History Added to 18,390 1,680 0.39% 0.31% 640 +612 3.44% Q4 2025 Feb 17, 2026
Financial Management Professionals, Inc. History Reduced 18,387 1,680 0.17% 0.18% 639 -161 -0.87% Q4 2025 Jan 27, 2026
Private Wealth Group, LLC History Reduced 17,929 1,638 0.79% 7.24% 641 -140,575 -88.69% Q4 2025 Jan 12, 2026
Betterment LLC History Added to 17,797 1,626 0.0% 0.0% 642 +2,168 13.87% Q4 2025 Feb 12, 2026
Traub Capital Management LLC History Added to 17,794 1,626 1.56% 1.61% 643 +68 0.38% Q4 2025 Jan 29, 2026
Ascent Wealth Partners, LLC History Reduced 17,655 1,613 0.19% 0.21% 644 -1,915 -9.79% Q4 2025 Feb 02, 2026
Serenus Wealth Advisors, LLC History Added to 17,627 1,610 0.31% 0.27% 645 +91 0.52% Q4 2025 Jan 28, 2026
Eddie Patel Inc History New 17,602 1,608 1.2% — 646 +17,602 New Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Added to 17,566 1,605 0.08% 0.03% 647 +11,759 202.5% Q4 2025 Feb 11, 2026
Axim Planning & Wealth History Added to 17,572 1,605 1.69% 0.71% 648 +7,816 80.11% Q4 2025 Feb 13, 2026
Choate Investment Advisors History Reduced 17,531 1,601 0.03% 0.04% 649 -3,490 -16.6% Q4 2025 Feb 09, 2026
Naviter Wealth, LLC History Added to 17,436 1,593 0.21% 0.09% 650 +9,205 111.83% Q4 2025 Jan 21, 2026
Regal Investment Advisors LLC History Added to 17,421 1,591 0.1% 0.04% 651 +11,310 185.08% Q4 2025 Feb 17, 2026
THOMPSON DAVIS & CO., INC. History Added to 17,050 1,558 0.93% 0.64% 652 +5,753 50.93% Q4 2025 Jan 12, 2026
SteelPeak Wealth, LLC History Added to 16,939 1,547 0.05% 0.02% 653 +9,220 119.45% Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History Reduced 16,795 1,537 0.07% 0.12% 654 -6,394 -27.57% Q4 2025 Jan 21, 2026
Hara Capital LLC History Added to 16,814 1,536 0.85% 0.78% 655 +2,427 16.87% Q4 2025 Jan 15, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 16,780 1,533 0.5% 0.43% 656 +3,956 30.85% Q4 2025 Feb 12, 2026
Colonial River Investments, LLC History Reduced 16,613 1,518 0.54% 0.66% 657 -2,862 -14.7% Q4 2025 Feb 04, 2026
Broussard Financial Group LLC History New 16,484 1,506 1.22% — 658 +16,484 New Q4 2025 Feb 02, 2026
SVB WEALTH LLC History Reduced 16,489 1,506 0.09% 0.08% 659 -291 -1.73% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Added to 16,474 1,505 0.27% 0.02% 660 +1,710 11.58% Q4 2025 Mar 04, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 16,407 1,499 0.47% 0.55% 661 -8,781 -34.86% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 16,364 1,495 0.08% 0.09% 662 +1,456 9.77% Q4 2025 Jan 26, 2026
SEI INVESTMENTS CO History Added to 16,330 1,492 0.0% 0.0% 663 +10,318 171.62% Q4 2025 Feb 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 16,320 1,491 0.1% 0.05% 664 +7,662 88.5% Q4 2025 Feb 05, 2026
RiverTree Advisors, LLC History Reduced 16,232 1,483 0.95% 1.67% 665 -12,165 -42.84% Q4 2025 Jan 15, 2026
Ameliora Wealth Management Ltd. History No change 16,163 1,476 0.45% 0.49% 666 0 0.0% Q4 2025 Jan 21, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 15,897 1,452 0.77% — 667 +15,897 New Q4 2025 Feb 23, 2026
National Wealth Management Group, LLC History Added to 15,877 1,450 0.5% 0.46% 668 +2,709 20.57% Q4 2025 Jan 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 15,699 1,434 0.0% 0.01% 669 -176,455 -91.83% Q4 2025 Feb 10, 2026
Elmwood Wealth Management, Inc. History Reduced 15,510 1,417 0.45% 0.79% 670 -8,775 -36.13% Q4 2025 Jan 08, 2026
American Institute for Advanced Investment Management, LLP History Added to 15,471 1,413 0.91% 0.47% 671 +7,574 95.91% Q4 2025 Feb 04, 2026
UNIQUE WEALTH, LLC History Reduced 15,440 1,410 0.2% 0.26% 672 -3,615 -18.97% Q4 2025 Jan 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 15,401 1,407 0.04% 0.02% 673 +6,262 68.52% Q4 2025 Jan 23, 2026
SHERMAN PORFOLIOS, LLC History New 15,391 1,406 0.1% — 674 +15,391 New Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Added to 15,353 1,402 0.51% 0.53% 675 +290 1.93% Q4 2025 Feb 04, 2026
PETRA FINANCIAL ADVISORS INC History Added to 15,337 1,401 0.82% 0.74% 676 +1,469 10.59% Q4 2025 Jan 21, 2026
Plan Group Financial, LLC History Added to 15,168 1,386 0.36% 0.34% 677 +1,510 11.06% Q4 2025 Feb 03, 2026
Souders Financial Advisors History Added to 15,105 1,380 0.16% 0.16% 678 +311 2.1% Q4 2025 Feb 02, 2026
J. Safra Sarasin Holding AG History No change 15,000 1,370 0.02% 0.02% 679 0 0.0% Q4 2025 Jan 15, 2026
Retireful, LLC History Reduced 14,966 1,367 1.71% 3.45% 680 -23,902 -61.5% Q4 2025 Jan 15, 2026
Collier Financial History Added to 14,946 1,365 1.03% 0.98% 681 +718 5.05% Q4 2025 Feb 12, 2026
First Citizens Financial Corp History Added to 14,931 1,364 0.67% 0.46% 682 +4,685 45.73% Q4 2025 Jan 06, 2026
KICKSTAND VENTURES, LLC. History Added to 14,815 1,353 0.29% 0.23% 683 +3,278 28.41% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 14,723 1,345 0.0% 0.0% 684 -322 -2.14% Q4 2025 Jan 30, 2026
Brown Financial Advisors History Added to 14,635 1,337 0.49% 0.46% 685 +1,183 8.79% Q4 2025 Feb 17, 2026
Ramiah Investment Group History Reduced 14,604 1,334 1.31% 3.73% 686 -26,508 -64.48% Q4 2025 Jan 28, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 14,525 1,327 0.01% 0.01% 687 -50 -0.34% Q4 2025 Feb 09, 2026
Financial & Tax Architects, LLC History Reduced 14,435 1,319 0.3% 0.31% 688 -757 -4.98% Q4 2025 Jan 21, 2026
Verum Partners LLC History Added to 14,391 1,315 0.27% 0.18% 689 +5,400 60.06% Q4 2025 Jan 14, 2026
Third View Private Wealth, LLC History New 14,158 1,293 0.17% — 690 +14,158 New Q4 2025 Jan 23, 2026
Momentum Wealth Planning, LLC History Reduced 13,919 1,271 0.99% 1.64% 691 -9,014 -39.31% Q4 2025 Jan 28, 2026
Beacon Bank & Trust History Reduced 13,908 1,270 0.26% 0.4% 692 -6,421 -31.59% Q4 2025 Feb 17, 2026
Seed Wealth Management, Inc. History Reduced 13,711 1,252 0.86% 0.87% 693 -44 -0.32% Q4 2025 Jan 21, 2026
SB Capital Management Inc History New 13,691 1,251 0.46% — 694 +13,691 New Q4 2025 Feb 20, 2026
BLAIR WILLIAM & CO/IL History Reduced 13,671 1,249 0.0% 0.01% 695 -12,982 -48.71% Q4 2025 Feb 17, 2026
Sequent Planning LLC History Added to 13,619 1,244 0.32% 0.34% 697 +641 4.94% Q4 2025 Feb 05, 2026
Avior Wealth Management, LLC History Reduced 13,622 1,244 0.04% 0.04% 696 -74 -0.54% Q4 2025 Jan 06, 2026
Falcon Wealth Planning History Reduced 13,581 1,241 0.1% 0.12% 698 -934 -6.43% Q4 2025 Feb 03, 2026
Arlington Trust Co LLC History Added to 13,580 1,240 0.13% 0.19% 699 +2,057 17.85% Q4 2025 Jan 30, 2026
Cyndeo Wealth Partners, LLC History Added to 13,554 1,238 0.07% 0.05% 700 +3,396 33.43% Q4 2025 Jan 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 13,528 1,236 0.08% 0.08% 701 0 0.0% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 13,508 1,234 0.03% — 702 +13,508 New Q4 2025 Feb 17, 2026
Castleview Partners, LLC History Reduced 13,491 1,232 0.61% 0.91% 703 -4,786 -26.19% Q4 2025 Jan 12, 2026
DORVAL Corp History Added to 13,417 1,226 0.39% 0.31% 704 +3,055 29.48% Q4 2025 Jan 26, 2026
Rockport Wealth LLC History No change 13,387 1,223 0.24% 0.25% 705 0 0.0% Q4 2025 Feb 06, 2026
World Investment Advisors History Reduced 13,368 1,221 0.02% 0.03% 706 -1,897 -12.43% Q4 2025 Mar 12, 2026
Capital CS Group, LLC History Added to 13,347 1,219 1.88% 1.89% 707 +320 2.46% Q4 2025 Jan 09, 2026
Engineers Gate Manager LP History New 13,199 1,206 0.01% — 708 +13,199 New Q4 2025 Feb 17, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 13,125 1,199 0.09% 0.05% 710 +5,266 67.01% Q4 2025 Jan 23, 2026
Itau Unibanco Holding S.A. History Reduced 13,122 1,199 0.03% 0.04% 709 -90 -0.68% Q4 2025 Feb 13, 2026
Pacific Park Financial, Inc. History New 13,067 1,194 0.75% — 711 +13,067 New Q4 2025 Jan 30, 2026
Tidemark, LLC History Added to 13,020 1,189 0.34% 0.32% 712 +935 7.74% Q4 2025 Feb 10, 2026
HFG Advisors, Inc. History Reduced 12,985 1,186 0.86% 1.28% 713 -6,004 -31.62% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 12,958 1,184 0.01% 0.02% 714 +75 0.58% Q4 2025 Feb 09, 2026
BANK OF NOVA SCOTIA History Reduced 12,894 1,178 0.0% 0.02% 715 -111,691 -89.65% Q4 2025 Feb 13, 2026
Dogwood Wealth Management LLC History Added to 12,681 1,158 0.51% 0.44% 717 +2,245 21.51% Q4 2025 Feb 04, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 12,681 1,158 0.43% 0.43% 716 +555 4.58% Q4 2025 Feb 13, 2026
Five Pine Wealth Management History Reduced 12,602 1,151 0.74% 1.32% 718 -8,644 -40.69% Q4 2025 Jan 21, 2026
Goldstream Capital Management Ltd History No change 12,504 1,142 0.41% 0.26% 719 0 0.0% Q4 2025 Feb 13, 2026
Global Assets Advisory, LLC History Reduced 12,493 1,141 0.33% 0.36% 720 -750 -5.66% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Reduced 12,381 1,131 0.0% 0.02% 721 -87,977 -87.66% Q4 2025 Feb 10, 2026
Sound Financial Strategies Group, LLC History Added to 12,373 1,130 0.8% 0.61% 722 +3,283 36.12% Q4 2025 Feb 03, 2026
TOTAL INVESTMENT MANAGEMENT INC History New 12,324 1,126 0.14% — 723 +12,324 New Q4 2025 Feb 03, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 12,269 1,121 0.28% 0.24% 724 +750 6.51% Q4 2025 Jan 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 12,202 1,115 0.12% 0.25% 725 -10,957 -47.31% Q4 2025 Feb 09, 2026
Prosperity Consulting Group, LLC History Added to 12,206 1,115 0.05% 0.03% 726 +4,537 59.16% Q4 2025 Feb 17, 2026
CMC Financial Group History Reduced 12,170 1,112 1.98% 2.07% 727 -9 -0.07% Q4 2025 Jan 26, 2026
Faithward Advisors, LLC History Reduced 12,131 1,108 0.16% 0.2% 728 -2,715 -18.29% Q4 2025 Feb 17, 2026
Guardian Partners Inc. History Added to 12,127 1,105 0.09% 0.06% 729 +3,829 46.14% Q4 2025 Feb 17, 2026
Leading Edge Financial Planning LLC History Reduced 12,044 1,100 0.25% 0.6% 730 -13,835 -53.46% Q4 2025 Jan 21, 2026
Barnes Wealth Management Group, Inc History Added to 11,899 1,087 0.58% 0.58% 731 +390 3.39% Q4 2025 Feb 24, 2026
Fortune Financial Advisors, LLC History Added to 11,846 1,082 0.73% 0.76% 732 +798 7.22% Q4 2025 Jan 23, 2026
JNBA Financial Advisors History Reduced 11,838 1,081 0.09% 0.21% 733 -13,052 -52.44% Q4 2025 Jan 26, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 11,766 1,075 0.02% 0.02% 734 +49 0.42% Q4 2025 Feb 06, 2026
Joel Adams & Associates, Inc. History Reduced 11,761 1,074 0.81% 0.88% 735 -114 -0.96% Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Added to 11,686 1,067 0.06% 0.06% 736 +60 0.52% Q4 2025 Feb 05, 2026
Richard W. Paul & Associates, LLC History Reduced 11,577 1,057 0.35% 1.62% 738 -40,293 -77.68% Q4 2025 Feb 12, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 11,568 1,057 0.26% 0.25% 737 -146 -1.25% Q4 2025 Jan 21, 2026
Vigilare Wealth Management History Added to 11,535 1,054 0.35% 0.31% 740 +1,804 18.54% Q4 2025 Jan 07, 2026
Parallel Advisors, LLC History Added to 11,543 1,054 0.02% 0.02% 739 +598 5.46% Q4 2025 Feb 11, 2026
Welch Group, LLC History Reduced 11,528 1,053 0.04% 0.04% 741 -703 -5.75% Q4 2025 Jan 26, 2026
RPG Investment Advisory, LLC History New 11,500 1,050 0.12% — 742 +11,500 New Q4 2025 Jan 20, 2026
Sigma Planning Corp History Reduced 11,515 1,043 0.03% 0.03% 743 -372 -3.13% Q4 2025 Jan 30, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 11,350 1,037 0.04% 0.05% 744 -4,100 -26.54% Q4 2025 Jan 28, 2026
Claro Advisors Inc. History Added to 11,355 1,037 0.14% 0.12% 746 +2,665 30.67% Q4 2025 Feb 17, 2026
Addison Capital Co History Reduced 11,356 1,037 0.26% 0.36% 745 -1,833 -13.9% Q4 2025 Feb 02, 2026
StoneX Group Inc. History Reduced 11,310 1,033 0.04% 0.11% 747 -15,355 -57.58% Q4 2025 Feb 12, 2026
Inspire Advisors, LLC History New 11,314 1,033 0.1% — 748 +11,314 New Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Reduced 11,271 1,029 0.01% 0.01% 749 -61 -0.54% Q4 2025 Feb 13, 2026
McGowan Group Asset Management, Inc. History Reduced 11,247 1,027 0.13% 0.15% 750 -1,848 -14.11% Q4 2025 Jan 29, 2026
Janney Capital Management LLC History Added to 11,206 1,024 0.06% 0.05% 751 +3,275 41.29% Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 11,152 1,019 0.06% 0.08% 752 -1,495 -11.82% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 11,143 1,018 0.0% — 753 +11,143 New Q4 2025 Feb 13, 2026
YHB Investment Advisors, Inc. History Added to 11,000 1,005 0.07% 0.04% 754 +5,500 100.0% Q4 2025 Jan 16, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 10,939 999 0.15% 0.21% 755 -3,704 -25.3% Q4 2025 Jan 12, 2026
Waycross Investment Management Co History Added to 10,886 994 0.87% 0.93% 756 +996 10.07% Q4 2025 Jan 08, 2026
FLOW TRADERS U.S. LLC History New 10,702 978 0.03% — 757 +10,702 New Q4 2025 Feb 13, 2026
Safe Harbor Wealth Advisors, LLC History New 10,625 971 0.94% — 759 +10,625 New Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 10,630 971 0.01% 0.01% 758 +765 7.75% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Reduced 10,383 948 0.05% 0.06% 760 -1,225 -10.55% Q4 2025 Feb 10, 2026
Centennial Advisors, LLC History New 10,342 945 1.23% — 762 +10,342 New Q4 2025 Jan 22, 2026
Capital Analysts, LLC History Added to 10,341 945 0.03% 0.02% 761 +1,856 21.87% Q4 2025 Feb 11, 2026
Capital Planning LLC History Reduced 10,230 935 0.26% 0.27% 763 -9 -0.09% Q4 2025 Jan 23, 2026
TFR Capital, LLC. History Reduced 10,202 932 0.31% 0.33% 764 -585 -5.42% Q4 2025 Jan 27, 2026
Coordinated Financial Services, Inc. History Reduced 10,147 927 0.53% 0.61% 765 -203 -1.96% Q4 2025 Feb 09, 2026
Smithfield Trust Co History Reduced 10,059 918 0.04% 0.04% 766 -98 -0.96% Q4 2025 Feb 09, 2026
MITCHELL SINKLER & STARR/PA History Reduced 10,010 914 0.41% 0.47% 767 -1,383 -12.14% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 10,003 913 0.03% 0.02% 768 +6,311 170.94% Q4 2025 Feb 13, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Reduced 9,970 911 0.45% 0.5% 769 -11 -0.11% Q4 2025 Jan 30, 2026
Cornerstone Wealth Group, LLC History No change 9,835 898 0.06% 0.06% 770 0 0.0% Q4 2025 Jan 26, 2026
Sharp Wealth Advisory, LLC History Added to 9,740 890 0.45% 0.47% 771 +391 4.18% Q4 2025 Jan 16, 2026
Royal Fund Management, LLC History Added to 9,573 874 0.08% 0.06% 772 +4,091 74.63% Q4 2025 Jan 15, 2026
RESOLUTE CAPITAL, LLC History New 9,561 873 0.36% — 773 +9,561 New Q4 2025 Feb 10, 2026
Werba Rubin Papier Wealth Management History Added to 9,507 868 0.24% 0.14% 774 +59 0.62% Q4 2025 Jan 27, 2026
FIDUCIENT ADVISORS LLC History New 9,465 864 0.11% — 775 +9,465 New Q4 2025 Feb 10, 2026
Pointe Capital Management LLC History Added to 9,408 859 0.43% 0.4% 776 +601 6.82% Q4 2025 Feb 17, 2026
Main Street Financial Solutions, LLC History Reduced 9,335 853 0.06% 0.05% 777 -22 -0.24% Q4 2025 Feb 17, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Added to 9,276 847 0.29% 0.12% 778 +5,458 142.95% Q4 2025 Jan 12, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 9,123 833 0.19% 0.22% 779 -732 -7.43% Q4 2025 Jan 28, 2026
Alhambra Investment Management LLC History No change 9,086 830 0.39% 0.4% 780 0 0.0% Q4 2025 Jan 15, 2026
Sunpointe, LLC History Added to 9,078 829 0.27% 0.3% 781 +40 0.44% Q4 2025 Jan 23, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 9,091 828 0.01% 0.02% 782 -3,450 -27.51% Q4 2025 Feb 10, 2026
SFMG, LLC History Reduced 9,064 828 0.06% 0.07% 783 -1,165 -11.39% Q4 2025 Feb 10, 2026
Strait & Sound Wealth Management LLC History Reduced 9,046 826 0.31% 0.36% 784 -1,189 -11.62% Q4 2025 Feb 04, 2026
Stratos Investment Management, LLC History Reduced 8,995 821 0.03% 0.04% 785 -522 -5.48% Q4 2025 Jan 20, 2026
Invariant Investment Management History New 8,896 813 0.52% — 786 +8,896 New Q4 2025 Jan 26, 2026
Chicago Partners Investment Group LLC History Reduced 8,823 808 0.02% 0.02% 787 -646 -6.82% Q4 2025 Jan 28, 2026
Robertson Stephens Wealth Management, LLC History Added to 8,804 804 0.02% 0.01% 788 +6,448 273.68% Q4 2025 Feb 02, 2026
Presper Financial Architects, LLC History Added to 8,756 800 0.45% 0.46% 789 +63 0.72% Q4 2025 Feb 05, 2026
ORG Partners LLC History Reduced 8,720 796 0.14% 0.19% 790 -2,514 -22.38% Q4 2025 Jan 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 8,609 786 0.06% 0.05% 791 +2,281 36.05% Q4 2025 Jan 27, 2026
Stokes Family Office, LLC History Added to 8,600 785 0.07% 0.05% 792 +2,478 40.48% Q4 2025 Feb 18, 2026
MILLENNIUM MANAGEMENT LLC History New 8,522 778 0.0% — 793 +8,522 New Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Reduced 8,401 767 0.13% 0.17% 794 -1,378 -14.09% Q4 2025 Feb 12, 2026
Eagle Strategies LLC History Added to 8,366 764 0.1% 0.08% 795 +1,435 20.7% Q4 2025 Jan 23, 2026
ROMAN BUTLER FULLERTON & CO History Added to 8,285 758 0.2% 0.11% 796 +3,806 84.97% Q4 2025 Jan 26, 2026
Fund Advisors of America Inc/FL History New 8,094 739 0.68% — 797 +8,094 New Q4 2025 Mar 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 8,058 736 0.14% 0.14% 798 -163 -1.98% Q4 2025 Jan 28, 2026
Larry Mathis Financial Planning, LLC History New 8,002 731 0.64% — 799 +8,002 New Q4 2025 Mar 11, 2026
Creekside Partners History New 7,998 730 0.31% — 800 +7,998 New Q4 2025 Feb 13, 2026