BlackRock ETF Trust II - BINC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 27,502,755 1,451,320 0.43% 0.42% 1 +291,443 1.07% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 15,610,462 823,764 0.22% 0.22% 2 +1,538,152 10.93% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 15,089,291 796,261 0.01% 0.01% 3 +4,653,597 44.59% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 12,344,473 651,417 0.04% 0.04% 4 +1,048,214 9.28% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 10,385,642 548,050 0.04% 0.03% 5 +1,462,518 16.39% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 9,314,383 491,520 0.03% 0.02% 6 +1,568,094 20.24% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History Added to 8,992,718 474,545 4.66% 4.53% 7 +2,616,782 41.04% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,478,352 447,402 0.24% 0.22% 8 +1,539,223 22.18% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 8,131,223 429,037 0.1% 0.08% 9 +1,322,721 19.43% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 4,935,783 260,461 0.05% 0.04% 10 +1,439,751 41.18% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 4,686,138 247,287 1.38% 1.23% 11 +898,056 23.71% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Added to 4,542,059 239,684 0.26% 0.25% 12 +486,039 11.98% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 4,425,775 233,548 0.04% 0.03% 13 +461,741 11.65% Q4 2025 Jan 29, 2026
Quotient Wealth Partners, LLC History Added to 3,670,074 193,669 5.15% 5.0% 14 +237,932 6.93% Q4 2025 Jan 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,866,189 151,248 2.75% 2.66% 15 +311,990 12.21% Q4 2025 Jan 07, 2026
MML INVESTORS SERVICES, LLC History Added to 2,861,525 151,002 0.37% 0.37% 16 +271,670 10.49% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,734,939 144,322 0.51% 0.49% 17 +217,357 8.63% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 2,391,926 126,222 0.02% — 18 +2,391,926 New Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 2,320,050 122,429 2.02% — 19 +2,320,050 New Q4 2025 Feb 13, 2026
Wharton Business Group, LLC History Added to 2,319,295 122,389 4.65% 4.24% 20 +498,275 27.36% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 2,218,853 117,088 0.94% 0.98% 21 +211,881 10.56% Q4 2025 Jan 26, 2026
Americana Partners, LLC History Added to 2,124,508 112,110 3.08% 3.36% 22 +28,926 1.38% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 1,976,232 104,286 0.28% 0.31% 23 +39,720 2.05% Q4 2025 Jan 26, 2026
PARK AVENUE SECURITIES LLC History Added to 1,785,539 94,223 0.8% 0.73% 24 +37,369 2.14% Q4 2025 Jan 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,675,626 88,422 0.12% 0.1% 25 +187,907 12.63% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 1,579,659 83,359 0.19% 0.19% 26 +65,625 4.33% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,573,939 83,056 0.03% 0.02% 27 +418,076 36.17% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 1,482,450 78,228 0.01% 0.01% 28 +133,224 9.87% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 1,453,736 76,713 0.58% — 29 +1,453,736 New Q4 2025 Feb 18, 2026
OneDigital Investment Advisors LLC History Added to 1,411,058 74,461 0.73% 0.74% 30 +56,360 4.16% Q4 2025 Feb 13, 2026
Lanham O'Dell & Company, Inc. History Added to 1,337,104 70,558 20.31% 18.19% 31 +264,110 24.61% Q4 2025 Jan 12, 2026
OSAIC HOLDINGS, INC. History Added to 1,316,771 69,511 0.1% 0.08% 32 +183,710 16.21% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 1,252,271 66,082 1.62% 1.65% 33 +97,659 8.46% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,204,125 63,541 0.04% 0.02% 34 +578,149 92.36% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 1,132,335 59,753 0.07% 0.06% 35 +118,843 11.73% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Added to 1,119,755 59,089 3.27% 3.54% 36 +33,891 3.12% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 1,112,219 58,691 0.21% 0.24% 37 +117,964 11.86% Q4 2025 Feb 18, 2026
Integrated Wealth Concepts LLC History Reduced 1,100,720 58,085 0.69% 0.57% 38 -97,267 -8.12% Q4 2025 Feb 13, 2026
Clearwater Capital Advisors, LLC History Added to 1,099,096 57,999 4.84% 0.03% 39 +1,092,983 17879.65% Q4 2025 Feb 09, 2026
Pacific Sage Partners, LLC History Added to 1,067,251 56,318 8.92% 8.71% 40 +89,322 9.13% Q4 2025 Jan 16, 2026
Falcon Wealth Planning History Added to 1,057,769 55,818 4.7% 4.7% 41 +76,534 7.8% Q4 2025 Feb 03, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,021,742 53,917 0.03% 0.02% 42 +453,291 79.74% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 995,475 52,531 0.32% 0.36% 43 +58,381 6.23% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 994,348 52,471 0.05% 0.04% 44 +102,410 11.48% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 854,522 45,121 0.08% 0.07% 45 +168,366 24.54% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 848,119 44,755 0.31% 0.29% 46 +104,210 14.01% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 831,727 43,890 0.06% 0.04% 47 +218,731 35.68% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 829,243 43,759 0.89% 0.82% 48 +160,649 24.03% Q4 2025 Feb 03, 2026
HUB Investment Partners, LLC History New 824,295 43,498 1.13% — 49 +824,295 New Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History Added to 811,527 42,824 7.81% 7.74% 50 +76,081 10.34% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 809,772 42,731 0.56% 0.59% 51 +48,904 6.43% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Added to 669,043 35,305 0.4% 0.34% 52 +128,457 23.76% Q4 2025 Jan 20, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 666,551 35,173 9.67% 7.08% 53 +201,555 43.35% Q4 2025 Jan 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 657,412 34,691 0.77% 0.81% 54 +15,186 2.36% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History Added to 625,920 33,030 2.01% 2.05% 55 +11,086 1.8% Q4 2025 Feb 13, 2026
Royal Harbor Partners, LLC History Added to 606,810 32,021 10.58% 10.68% 56 +15,520 2.62% Q4 2025 Feb 19, 2026
Composition Wealth, LLC History Added to 597,894 31,550 0.45% 0.46% 57 +18,409 3.18% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Added to 592,874 31,285 0.57% 0.5% 58 +81,371 15.91% Q4 2025 Feb 11, 2026
Grantvest Financial Group LLC History Added to 590,666 31,169 19.97% 18.66% 59 +83,031 16.36% Q4 2025 Feb 02, 2026
CGN Advisors LLC History Added to 588,785 31,070 2.46% 2.45% 60 +29,629 5.3% Q4 2025 Jan 05, 2026
Compound Planning, Inc. History Added to 578,922 30,549 0.9% 0.52% 61 +276,157 91.21% Q4 2025 Feb 19, 2026
Betterment LLC History Added to 561,524 29,632 0.06% 0.01% 62 +500,820 825.02% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 553,129 29,188 0.12% 0.12% 63 +55,621 11.18% Q4 2025 Feb 13, 2026
Legacy Financial Group LLC History Added to 531,250 28,081 3.47% 3.4% 64 +43,751 8.97% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Added to 523,746 27,638 1.0% 0.02% 65 +514,086 5321.8% Q4 2025 Jan 27, 2026
Pallas Capital Advisors LLC History Added to 507,063 26,757 0.88% 0.9% 66 +48,324 10.53% Q4 2025 Jan 14, 2026
Johnson Bixby & Associates, LLC History Added to 505,962 26,699 3.31% 0.04% 67 +500,181 8652.15% Q4 2025 Jan 14, 2026
Strong Tower Advisory Services History New 500,156 26,393 4.73% — 68 +500,156 New Q4 2025 Jan 23, 2026
Lineweaver Wealth Advisors, LLC History Added to 487,846 25,743 3.48% 3.6% 69 +26,139 5.66% Q4 2025 Jan 14, 2026
Frisch Financial Group, Inc. History Added to 468,656 24,730 5.54% 5.73% 70 +5,770 1.25% Q4 2025 Feb 06, 2026
55 North Private Wealth, LLC History New 464,120 24,491 6.45% — 71 +464,120 New Q4 2025 Jan 27, 2026
Private Advisor Group, LLC History Added to 456,883 24,109 0.11% 0.11% 72 +26,773 6.22% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 451,246 23,812 0.06% 0.05% 73 +79,294 21.32% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Reduced 438,711 23,150 0.05% 0.06% 74 -114,992 -20.77% Q4 2025 Jan 23, 2026
Vivid Wealth Management, LLC History Added to 436,539 23,036 8.95% 8.88% 75 +17,114 4.08% Q4 2025 Jan 30, 2026
Vantage Financial Partners, LLC History Added to 431,370 22,763 4.62% 4.6% 76 +20,821 5.07% Q4 2025 Feb 03, 2026
Kovitz Investment Group Partners, LLC History Reduced 431,100 22,749 0.5% 0.09% 77 -4,063 -0.93% Q4 2025 Feb 20, 2026
Corient Private Wealth LLC History Added to 425,344 22,446 0.03% 0.02% 78 +230,649 118.47% Q4 2025 Mar 09, 2026
Summit Financial, LLC History Added to 423,587 22,352 0.33% 0.32% 79 +35,001 9.01% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Added to 417,447 22,028 0.54% 0.55% 80 +7,823 1.91% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 416,924 22,001 0.32% 0.29% 81 +55,480 15.35% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 407,624 21,510 0.52% 0.52% 82 +5,704 1.42% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 381,694 20,142 0.12% 0.1% 83 +85,282 28.77% Q4 2025 Jan 26, 2026
Mariner, LLC History Added to 372,768 19,671 0.02% 0.02% 84 +32,491 9.55% Q4 2025 Feb 13, 2026
JB Capital LLC History Added to 363,779 19,196 0.78% 0.79% 85 +19,156 5.56% Q4 2025 Jan 20, 2026
SteelPeak Wealth, LLC History Added to 356,646 18,820 0.61% 0.56% 86 +43,485 13.89% Q4 2025 Jan 20, 2026
Ascent Group, LLC History Added to 352,405 18,596 0.64% 0.63% 87 +18,745 5.62% Q4 2025 Jan 20, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 345,107 18,211 4.98% 4.79% 88 +36,186 11.71% Q4 2025 Jan 26, 2026
Faithward Advisors, LLC History Added to 343,654 18,134 2.66% 2.55% 89 +21,887 6.8% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 341,278 18,009 0.03% 0.02% 90 +147,847 76.43% Q4 2025 Mar 16, 2026
FIFTH THIRD BANCORP History Added to 340,678 17,977 0.06% 0.05% 91 +52,906 18.38% Q4 2025 Feb 02, 2026
Horst & Graben Wealth Management LLC History Added to 339,790 17,935 2.71% 2.65% 92 +14,026 4.31% Q4 2025 Jan 27, 2026
Sharkey, Howes & Javer History Added to 339,394 17,909 2.28% 2.21% 93 +16,013 4.95% Q4 2025 Jan 13, 2026
MCMORGAN & CO LLC History Added to 338,659 17,871 2.96% 2.68% 94 +11,198 3.42% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Added to 338,397 17,857 0.3% 0.21% 95 +119,734 54.76% Q4 2025 Feb 17, 2026
Kelly Financial Services LLC History Added to 325,159 17,158 4.3% 4.15% 96 +24,395 8.11% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 321,728 16,977 0.18% 0.15% 97 +136,183 73.4% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 320,585 16,917 0.14% 0.08% 98 +166,148 107.58% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 317,648 16,762 0.02% 0.02% 99 +18,405 6.15% Q4 2025 Jan 30, 2026
Summit Wealth Partners, LLC History Added to 313,984 16,568 3.06% 2.28% 100 +76,396 32.15% Q4 2025 Jan 27, 2026
Marest Capital, LLC History Added to 313,116 16,523 9.24% 6.0% 101 +127,834 68.99% Q4 2025 Feb 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 313,084 16,521 1.85% 1.76% 102 +28,549 10.03% Q4 2025 Jan 08, 2026
Baird Financial Group, Inc. History Added to 312,581 16,494 0.03% 0.03% 103 +18,588 6.32% Q4 2025 Feb 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 311,796 16,456 2.6% 2.54% 104 +22,218 7.67% Q4 2025 Jan 08, 2026
SCOTIA CAPITAL INC. History Added to 305,650 16,129 0.06% 0.06% 105 +41,657 15.78% Q4 2025 Feb 12, 2026
Breakwater Capital Group History Added to 303,141 15,996 2.23% 2.02% 106 +46,807 18.26% Q4 2025 Jan 09, 2026
&PARTNERS History Added to 302,274 15,975 0.08% 0.05% 107 +146,575 94.14% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 301,049 15,886 0.26% 0.17% 108 +148,761 97.68% Q4 2025 Mar 12, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History Reduced 295,000 15,567 0.74% 1.04% 109 -48,889 -14.22% Q4 2025 Feb 17, 2026
Centerline Wealth Advisors, LLC History Reduced 292,712 15,446 5.59% 10.11% 110 -143,436 -32.89% Q4 2025 Jan 08, 2026
Brookstone Capital Management History Added to 291,612 15,388 0.18% 0.06% 111 +191,237 190.52% Q4 2025 Jan 15, 2026
CONDOR CAPITAL MANAGEMENT History Added to 291,293 15,371 1.24% 1.22% 112 +12,355 4.43% Q4 2025 Feb 06, 2026
Ullmann Wealth Partners Group, LLC History Added to 287,061 15,288 1.59% 1.01% 113 +114,163 66.03% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Added to 288,464 15,222 1.75% 1.49% 114 +71,322 32.85% Q4 2025 Jan 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 285,511 15,066 0.9% 0.59% 115 +93,642 48.81% Q4 2025 Jan 20, 2026
Van Hulzen Asset Management, LLC History Added to 281,384 14,848 1.09% 0.89% 116 +57,048 25.43% Q4 2025 Feb 06, 2026
Advocacy Wealth Management, LLC History Added to 275,917 14,560 0.61% 0.63% 117 +3,563 1.31% Q4 2025 Feb 11, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 273,506 14,432 2.25% 2.11% 118 +57,944 26.88% Q4 2025 Feb 03, 2026
WJ Wealth Management, LLC History Added to 272,810 14,396 6.3% 6.38% 119 +254 0.09% Q4 2025 Feb 05, 2026
JT Stratford LLC History Added to 254,719 13,441 1.73% 1.31% 120 +70,780 38.48% Q4 2025 Feb 12, 2026
Asio Capital, LLC History Added to 247,077 13,038 1.84% 1.87% 121 +12,454 5.31% Q4 2025 Jan 21, 2026
CFS Investment Advisory Services, LLC History Reduced 245,120 12,934 0.94% 0.97% 122 -604 -0.25% Q4 2025 Feb 10, 2026
Selby Wealth Management, LLC History New 244,695 12,912 5.21% — 123 +244,695 New Q4 2025 Feb 13, 2026
Scissortail Wealth Management, LLC History Added to 242,259 12,784 2.92% 2.67% 124 +12,113 5.26% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Added to 240,097 12,669 0.14% 0.13% 125 +19,876 9.03% Q4 2025 Feb 05, 2026
1 NORTH WEALTH SERVICES LLC History New 234,598 12,379 4.36% — 126 +234,598 New Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Added to 233,129 12,302 0.82% 0.76% 127 +23,959 11.45% Q4 2025 Feb 13, 2026
LHM, INC. History Reduced 228,434 12,054 4.48% 7.69% 128 -208,074 -47.67% Q4 2025 Feb 10, 2026
Investment Planning Advisors, Inc. History Added to 228,389 12,052 3.51% 3.65% 129 +10,582 4.86% Q4 2025 Jan 20, 2026
Eaton Financial Holdings Company, LLC History Added to 221,861 11,707 3.15% 3.17% 130 +10,450 4.94% Q4 2025 Feb 09, 2026
Ducere Wealth Management LLC History New 217,094 11,456 4.51% — 131 +217,094 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 215,787 11,387 0.2% 0.19% 132 +54,532 33.82% Q4 2025 Feb 06, 2026
Austin Private Wealth, LLC History Added to 213,536 11,268 0.84% 0.84% 133 +4,255 2.03% Q4 2025 Jan 20, 2026
Modern Wealth Management, LLC History Added to 209,340 11,046 0.2% 0.19% 134 +28,912 16.02% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Added to 208,323 10,993 2.74% 2.8% 135 +3,861 1.89% Q4 2025 Jan 02, 2026
Perigon Wealth Management, LLC History Added to 208,013 10,976 0.2% 0.2% 136 +22,254 11.98% Q4 2025 Jan 16, 2026
Triad Wealth Partners, LLC History Added to 207,433 10,946 1.04% 1.14% 137 +41,369 24.91% Q4 2025 Jan 22, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 205,516 10,845 8.27% 7.0% 138 +39,246 23.6% Q4 2025 Feb 17, 2026
New Capital Management LP History Added to 203,231 10,724 2.69% 1.18% 139 +118,693 140.4% Q4 2025 Jan 20, 2026
ELEVATUS WELATH MANAGEMENT History Added to 199,930 10,550 2.88% 2.68% 140 +25,843 14.84% Q4 2025 Jan 14, 2026
Steward Partners Investment Advisory, LLC History Added to 199,720 10,539 0.06% 0.06% 141 +14,571 7.87% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 197,383 10,415 0.13% 0.12% 142 +18,970 10.63% Q4 2025 Jan 29, 2026
High Falls Advisors, Inc History Added to 196,352 10,361 2.1% 2.06% 143 +8,738 4.66% Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 196,072 10,346 3.18% 0.19% 144 +192,518 5416.94% Q4 2025 Feb 17, 2026
STAR Financial Bank History Added to 192,195 10,142 5.18% 4.54% 145 +47,991 33.28% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 188,011 9,921 0.11% 0.11% 146 +62,135 49.36% Q4 2025 Jan 29, 2026
Tidemark, LLC History Added to 187,508 9,894 2.81% 2.66% 147 +16,294 9.52% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Reduced 183,514 9,684 0.29% 0.4% 148 -75,433 -29.13% Q4 2025 Feb 11, 2026
KWB Wealth History Added to 182,593 9,635 0.91% 0.89% 149 +30,232 19.84% Q4 2025 Jan 12, 2026
HCR Wealth Advisors History Added to 181,674 9,586 0.95% 0.9% 150 +18,508 11.34% Q4 2025 Jan 27, 2026
Juno Financial Group LLC History New 181,307 9,567 3.83% — 151 +181,307 New Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Added to 180,935 9,547 0.56% 0.4% 152 +9,711 5.67% Q4 2025 Jan 30, 2026
Scarborough Advisors, LLC History Added to 180,633 9,532 1.61% 1.61% 153 +9,050 5.27% Q4 2025 Feb 17, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 179,651 9,480 2.13% 2.05% 154 +15,766 9.62% Q4 2025 Jan 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 179,227 9,457 0.13% 0.17% 155 +12,614 7.57% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Added to 175,634 9,268 0.07% 0.07% 156 +15,945 9.99% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 173,983 9,181 0.02% 0.02% 157 +32,053 22.58% Q4 2025 Feb 17, 2026
Apeiron RIA LLC History Added to 171,153 9,046 1.84% 1.62% 158 +35,248 25.94% Q4 2025 Feb 03, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 171,381 9,043 2.52% 2.5% 159 +9,079 5.59% Q4 2025 Jan 23, 2026
One Wealth Advisors, LLC History Added to 171,215 9,035 1.1% 1.06% 160 +12,622 7.96% Q4 2025 Feb 02, 2026
JMAC ENTERPRISES LLC History Added to 170,182 8,980 1.72% 1.68% 161 +11,022 6.93% Q4 2025 Jan 21, 2026
Security Financial Services, INC. History Added to 167,508 8,839 1.39% 1.4% 162 +5,287 3.26% Q4 2025 Jan 27, 2026
Stokes Family Office, LLC History Added to 165,446 8,730 0.8% 0.72% 163 +23,750 16.76% Q4 2025 Feb 18, 2026
Ancora Advisors LLC History Added to 160,640 8,476 0.17% 0.13% 164 +35,669 28.54% Q4 2025 Feb 17, 2026
Eldridge Investment Advisors, Inc. History Added to 159,894 8,437 1.86% 1.71% 165 +19,190 13.64% Q4 2025 Feb 11, 2026
Phoenix Financial Ltd. History New 157,029 8,286 0.09% — 166 +157,029 New Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Added to 154,963 8,177 1.27% 1.36% 167 +3,811 2.52% Q4 2025 Jan 21, 2026
UNIQUE WEALTH, LLC History Added to 151,826 8,011 1.12% 1.11% 168 +9,949 7.01% Q4 2025 Jan 06, 2026
Alternative Investment Advisors, LLC. History New 149,760 7,903 3.4% — 169 +149,760 New Q4 2025 Feb 24, 2026
Advisory Services Network, LLC History Added to 149,755 7,902 0.11% 0.11% 170 +13,121 9.6% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 149,474 7,887 0.1% 0.12% 171 -23,479 -13.58% Q4 2025 Feb 05, 2026
TSFG, LLC History Added to 147,465 7,782 1.16% 1.12% 172 +14,457 10.87% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 146,547 7,733 0.17% 0.09% 173 +79,761 119.43% Q4 2025 Feb 06, 2026
Beacon Bridge Wealth Partners, LLC History Added to 146,148 7,712 2.56% 2.54% 174 +12,011 8.95% Q4 2025 Jan 27, 2026
Heritage Trust Co History Added to 145,294 7,667 0.78% 0.65% 175 +30,685 26.77% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Added to 144,630 7,632 0.44% 0.44% 176 +6,005 4.33% Q4 2025 Feb 04, 2026
J HAGAN CAPITAL, INC. History New 144,166 7,607 4.21% — 177 +144,166 New Q4 2025 Feb 17, 2026
Bay Rivers Group History Added to 143,897 7,593 3.07% 2.43% 178 +35,462 32.7% Q4 2025 Jan 07, 2026
McNaughton Wealth Management, LLC History Added to 142,991 7,545 3.11% 3.03% 179 +7,972 5.9% Q4 2025 Jan 12, 2026
Arax Advisory Partners History Reduced 142,790 7,535 0.22% 0.22% 180 -141,237 -49.73% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 141,860 7,485 0.27% 0.29% 181 +26,870 23.37% Q4 2025 Feb 09, 2026
TSA Wealth Managment LLC History Added to 136,740 7,215 2.39% 2.38% 182 +5,171 3.93% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 136,527 7,204 0.8% 0.9% 183 +10,894 8.67% Q4 2025 Feb 11, 2026
Capital Advisors Wealth Management, LLC History Added to 131,716 6,950 0.95% 0.78% 184 +29,309 28.62% Q4 2025 Jan 21, 2026
Invst, LLC History Reduced 126,859 6,694 0.73% 0.78% 185 -2,071 -1.61% Q4 2025 Feb 11, 2026
Family Manage LLC History Added to 126,543 6,677 0.84% 0.89% 186 +4,728 3.88% Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History Added to 126,058 6,652 1.28% 1.26% 187 +4,123 3.38% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 125,182 6,605 0.16% 0.13% 188 +27,831 28.59% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 123,914 6,538 0.01% 0.01% 189 +27,056 27.93% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Added to 123,459 6,514 0.64% 0.58% 190 +18,379 17.49% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 122,230 6,474 0.2% 0.22% 191 +774 0.64% Q4 2025 Jan 23, 2026
Regal Investment Advisors LLC History Added to 122,244 6,450 0.39% 0.28% 192 +41,512 51.42% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Added to 120,808 6,410 2.6% 2.33% 193 +17,856 17.34% Q4 2025 Feb 11, 2026
Joseph P. Lucia & Associates, LLC History Added to 120,897 6,379 2.3% 1.34% 194 +54,228 81.34% Q4 2025 Jan 28, 2026
Peak Wealth Management LLC History New 120,037 6,334 5.29% — 195 +120,037 New Q4 2025 Feb 04, 2026
Detalus Advisors, LLC History Added to 113,159 5,971 1.46% 1.31% 196 +18,145 19.1% Q4 2025 Feb 03, 2026
Apex Wealth Management, LLC History Added to 111,127 5,886 5.98% 4.07% 197 +4,310 4.03% Q4 2025 Jan 26, 2026
Cyndeo Wealth Partners, LLC History Added to 111,529 5,885 0.32% 0.3% 198 +11,159 11.12% Q4 2025 Jan 07, 2026
Valmark Advisers, Inc. History Added to 110,735 5,843 0.07% 0.06% 199 +29,816 36.85% Q4 2025 Jan 26, 2026
BCGM Wealth Management, LLC History Added to 109,568 5,781 1.48% 1.47% 200 +3,209 3.02% Q4 2025 Jan 07, 2026
Mutual Advisors, LLC History Added to 106,752 5,633 0.12% 0.11% 201 +15,162 16.55% Q4 2025 Feb 02, 2026
Cornerstone Wealth Group, LLC History Added to 104,350 5,506 0.38% 0.33% 202 +11,926 12.9% Q4 2025 Jan 26, 2026
FFG RETIREMENT ADVISORS LLC History Added to 104,010 5,488 3.4% 3.39% 203 +1,456 1.42% Q4 2025 Jan 12, 2026
Rollins Financial Advisors, LLC History Added to 103,578 5,465 0.8% 0.68% 204 +19,347 22.97% Q4 2025 Feb 04, 2026
Embree Financial Group History Added to 103,460 5,459 0.67% 0.57% 205 +23,108 28.76% Q4 2025 Jan 14, 2026
Foundry Financial Group, Inc. History Added to 103,247 5,448 2.73% 2.58% 206 +10,956 11.87% Q4 2025 Feb 04, 2026
ONE Advisory Partners, LLC History Added to 102,956 5,432 1.64% 1.66% 207 +673 0.66% Q4 2025 Jan 12, 2026
Shepherd Financial Partners LLC History Added to 102,689 5,418 0.5% 0.51% 208 +2,299 2.29% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 102,058 5,398 0.01% 0.01% 209 +24,400 31.42% Q4 2025 Jan 08, 2026
Koshinski Asset Management, Inc. History Added to 101,741 5,368 0.35% 0.26% 210 +29,994 41.81% Q4 2025 Feb 03, 2026
PAX Financial Group, LLC History Added to 101,092 5,334 0.92% 0.83% 211 +14,555 16.82% Q4 2025 Feb 05, 2026
U.S. Capital Wealth Advisors, LLC History Added to 100,791 5,318 0.14% 0.13% 212 +6,960 7.42% Q4 2025 Jan 23, 2026
Goldstein Advisors, LLC History Added to 100,194 5,287 0.6% 0.63% 213 +2,775 2.85% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Added to 100,105 5,282 0.14% 0.11% 214 +26,676 36.33% Q4 2025 Feb 17, 2026
BEACON FINANCIAL GROUP History New 99,393 5,244 0.52% — 215 +99,393 New Q4 2025 Apr 01, 2026
Trivium Point Advisory, LLC History Added to 99,057 5,227 0.53% 0.53% 216 +2,291 2.37% Q4 2025 Jan 26, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 99,023 5,225 2.65% 2.11% 217 +24,384 32.67% Q4 2025 Feb 17, 2026
Synergy Investment Management, LLC History Added to 98,646 5,205 1.84% 1.75% 218 +12,741 14.83% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 98,301 5,187 0.06% 0.06% 219 -10,410 -9.58% Q4 2025 Jan 16, 2026
Csenge Advisory Group History Added to 97,748 5,158 0.23% 0.14% 220 +41,570 74.0% Q4 2025 Feb 06, 2026
Central Pacific Bank - Trust Division History Added to 97,223 5,130 0.63% 0.47% 221 +23,847 32.5% Q4 2025 Jan 07, 2026
Canvas Wealth Advisors, LLC History Added to 96,056 5,068 0.86% 0.64% 222 +29,782 44.94% Q4 2025 Jan 12, 2026
Sterling Investment Advisors, Ltd. History New 92,800 4,897 0.9% — 223 +92,800 New Q4 2025 Feb 09, 2026
Mayflower Financial Advisors, LLC History Added to 91,087 4,806 0.58% 0.52% 224 +13,511 17.42% Q4 2025 Jan 13, 2026
Bedminster, LLC History New 90,441 4,772 4.38% — 225 +90,441 New Q4 2025 Feb 05, 2026
Bay Harbor Wealth Management, LLC History Reduced 89,998 4,749 1.24% 1.29% 226 -21 -0.02% Q4 2025 Feb 02, 2026
Midwest Capital Advisors, LLC History Added to 89,442 4,719 2.26% 2.28% 227 +608 0.68% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Reduced 88,353 4,683 0.4% 0.43% 228 -2,369 -2.61% Q4 2025 Jan 20, 2026
SigFig Wealth Management, LLC History Added to 88,334 4,661 0.14% 0.14% 229 +1,971 2.28% Q4 2025 Jan 16, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 87,913 4,639 1.54% 1.09% 230 +27,496 45.51% Q4 2025 Jan 22, 2026
Carson Advisory Inc. History Added to 87,352 4,609 2.4% 2.28% 231 +7,880 9.92% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History New 87,260 4,604 0.84% — 232 +87,260 New Q4 2025 Jan 29, 2026
ShoreHaven Wealth Partners, LLC History Reduced 86,813 4,581 1.65% 1.74% 233 -1,658 -1.87% Q4 2025 Feb 10, 2026
IFG Advisory, LLC History Added to 85,535 4,513 0.2% 0.2% 234 +1,488 1.77% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 85,196 4,495 0.09% 0.06% 235 +35,049 69.89% Q4 2025 Feb 13, 2026
J. Mark Nickell & Co. History New 83,684 4,416 4.08% — 236 +83,684 New Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 83,042 4,382 0.02% 0.02% 237 -10,038 -10.78% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Added to 82,441 4,350 0.09% 0.02% 238 +65,421 384.38% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Added to 82,316 4,343 0.15% 0.13% 239 +15,628 23.43% Q4 2025 Jan 12, 2026
Cobblestone Asset Management LLC History Added to 81,703 4,311 1.94% 1.9% 240 +3,542 4.53% Q4 2025 Jan 15, 2026
SWP FINANCIAL LLC History Added to 78,473 4,141 2.08% 2.06% 241 +2,325 3.05% Q4 2025 Jan 16, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 76,842 4,055 2.41% 2.27% 242 +2,720 3.67% Q4 2025 Jan 06, 2026
Elevated Financial Group LLC History New 75,478 3,982 1.38% — 243 +75,478 New Q4 2025 Jan 29, 2026
FINANCIAL LIFE ADVISORS History Added to 75,212 3,968 1.22% 1.2% 244 +4,875 6.93% Q4 2025 Jan 30, 2026
Daviman Financial, LLC History New 73,874 3,898 2.29% — 245 +73,874 New Q4 2025 Feb 06, 2026
KICKSTAND VENTURES, LLC. History Added to 72,914 3,847 0.81% 0.82% 246 +2,843 4.06% Q4 2025 Jan 29, 2026
Robertson Stephens Wealth Management, LLC History Added to 70,993 3,746 0.1% 0.1% 247 +9,550 15.54% Q4 2025 Feb 02, 2026
True Vision MN LLC History Added to 70,552 3,723 1.89% 1.91% 248 +1,597 2.32% Q4 2025 Jan 14, 2026
Bauman Advisory Group, LLC History New 70,467 3,718 3.0% — 249 +70,467 New Q4 2025 Feb 20, 2026
Stratos Wealth Advisors, LLC History Added to 70,405 3,715 0.18% 0.09% 250 +35,335 100.76% Q4 2025 Jan 20, 2026
EHRLICH FINANCIAL GROUP History Added to 70,361 3,712 2.11% 2.12% 251 +3,193 4.75% Q4 2025 Jan 06, 2026
Keystone Financial Services History Added to 69,532 3,669 1.11% 1.03% 252 +6,856 10.94% Q4 2025 Feb 12, 2026
BOS Asset Management, LLC History Added to 68,519 3,615 0.97% 0.93% 253 +6,521 10.52% Q4 2025 Jan 09, 2026
TABLEAUX LLC History Reduced 65,245 3,601 2.55% 2.45% 254 -49,783 -43.28% Q4 2025 Feb 17, 2026
L & S Advisors Inc History Added to 68,195 3,598 0.33% 0.15% 255 +39,695 139.28% Q4 2025 Feb 05, 2026
ArborFi Advisors, LLC History Reduced 67,669 3,570 2.9% 2.96% 256 -629 -0.92% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History Reduced 67,421 3,557 0.26% 0.32% 257 -11,645 -14.73% Q4 2025 Jan 26, 2026
Mengis Capital Management, Inc. History Added to 67,137 3,542 0.63% 0.61% 258 +8,501 14.5% Q4 2025 Mar 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 66,521 3,523 0.16% — 259 +66,521 New Q4 2025 Feb 03, 2026
Cypress Wealth Services, LLC History Added to 66,750 3,522 0.49% 0.5% 260 +9,498 16.59% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 66,606 3,514 0.06% 0.06% 261 +5,414 8.85% Q4 2025 Jan 22, 2026
CURTIS WEALTH MANAGEMENT LLC History New 66,205 3,512 3.06% — 262 +66,205 New Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 66,094 3,487 0.28% — 263 +66,094 New Q4 2025 Feb 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 65,860 3,475 0.37% 0.23% 264 +26,810 68.66% Q4 2025 Jan 20, 2026
Pettinga Financial Advisors LLC History Added to 65,702 3,467 0.66% 0.65% 265 +3,332 5.34% Q4 2025 Feb 12, 2026
Lunt Capital Management, Inc. History New 65,240 3,442 1.29% — 266 +65,240 New Q4 2025 Jan 23, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 64,505 3,403 1.75% 1.98% 267 -1,243 -1.89% Q4 2025 Feb 10, 2026
Bluesphere Advisors LLC History Added to 63,665 3,359 1.49% 1.49% 268 +2,807 4.61% Q4 2025 Jan 21, 2026
Onyx Bridge Wealth Group LLC History Reduced 63,386 3,344 0.36% 0.38% 269 -2,241 -3.41% Q4 2025 Feb 18, 2026
O'ROURKE & COMPANY, Inc History Added to 63,337 3,342 1.3% 0.82% 270 +26,680 72.78% Q4 2025 Jan 28, 2026
Centurion Wealth Management LLC History Added to 63,296 3,340 0.73% 0.71% 271 +5,144 8.85% Q4 2025 Jan 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 62,390 3,292 1.33% 1.36% 272 +2,483 4.14% Q4 2025 Jan 22, 2026
TritonPoint Partners, LLC History New 61,615 3,251 1.74% — 273 +61,615 New Q4 2025 Feb 13, 2026
Vermillion & White Wealth Management Group, LLC History Added to 61,350 3,242 1.76% 1.81% 274 +1,676 2.81% Q4 2025 Feb 18, 2026
Foundry Financial LLC History New 61,386 3,239 1.7% — 275 +61,386 New Q4 2025 Feb 17, 2026
EQ LLC History Added to 61,012 3,219 0.93% 0.32% 276 +43,266 243.81% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 60,151 3,174 0.0% 0.04% 277 -512,502 -89.5% Q4 2025 Feb 12, 2026
Buttonwood Financial Group, LLC History Reduced 58,905 3,118 1.66% 1.87% 278 -22,539 -27.67% Q4 2025 Jan 13, 2026
Braun-Bostich & Associates Inc. History Reduced 58,968 3,111 1.92% 2.08% 279 -3,002 -4.84% Q4 2025 Jan 14, 2026
Owen LaRue, LLC History Added to 58,697 3,097 1.18% 0.37% 280 +41,223 235.91% Q4 2025 Feb 05, 2026
Simplicity Wealth,LLC History Added to 57,910 3,055 0.18% 0.17% 281 +1,549 2.75% Q4 2025 Jan 30, 2026
Autumn Glory Partners, LLC History Added to 57,476 3,033 1.06% 1.19% 282 +3,006 5.52% Q4 2025 Jan 27, 2026
RMR Capital Management, LLC History Added to 57,264 3,021 2.17% 2.1% 283 +788 1.4% Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 57,061 3,011 0.86% 0.78% 284 +9,739 20.58% Q4 2025 Feb 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 56,802 2,997 0.07% 0.08% 285 -898 -1.56% Q4 2025 Feb 03, 2026
Optivise Advisory Services LLC History Added to 56,438 2,978 1.72% 1.51% 286 +8,751 18.35% Q4 2025 Jan 12, 2026
SOFI WEALTH, LLC History Added to 56,245 2,968 0.15% 0.15% 287 +3,077 5.79% Q4 2025 Jan 30, 2026
WCG Wealth Advisors LLC History Reduced 56,044 2,957 0.08% 0.19% 288 -326 -0.58% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 55,740 2,941 0.05% 0.04% 289 +6,948 14.24% Q4 2025 Feb 12, 2026
WealthShield Partners, LLC History Added to 55,533 2,930 0.32% 0.33% 290 +1,505 2.79% Q4 2025 Feb 03, 2026
Castle Rock Wealth Management, LLC History Added to 54,197 2,864 0.62% 0.61% 291 +2,559 4.96% Q4 2025 Feb 05, 2026
Liberty Atlantic Advisors LLC History New 53,285 2,811 2.76% — 292 +53,285 New Q4 2025 Feb 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 53,194 2,804 0.36% 0.41% 293 -1,666 -3.04% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Added to 52,554 2,777 0.08% 0.07% 294 +4,014 8.27% Q4 2025 Jan 30, 2026
Tennessee Valley Asset Management Partners History Added to 52,585 2,774 0.36% 0.35% 295 +3,823 7.84% Q4 2025 Feb 05, 2026
DecisionMap Wealth Management, LLC History Added to 52,396 2,764 1.7% 1.69% 296 +2,929 5.92% Q4 2025 Jan 07, 2026
Keystone Financial Group History Added to 52,036 2,745 0.2% 0.2% 297 +3,270 6.71% Q4 2025 Feb 06, 2026
Argent Trust Co History Added to 52,001 2,744 0.09% 0.09% 298 +4,733 10.01% Q4 2025 Feb 10, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 51,925 2,740 1.35% 1.13% 299 +9,880 23.5% Q4 2025 Feb 17, 2026
West Wealth Group, LLC History Added to 50,978 2,690 0.56% 0.57% 300 +3,086 6.44% Q4 2025 Jan 26, 2026
LEIGH BALDWIN & CO., LLC History Added to 50,419 2,661 1.75% 1.3% 301 +7,091 16.37% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 50,389 2,659 0.05% 0.05% 302 +26,081 107.29% Q4 2025 Feb 11, 2026
Finhabits Advisors LLC History New 50,068 2,642 2.48% — 303 +50,068 New Q4 2025 Jan 29, 2026
Hurley Capital, LLC History Added to 49,137 2,592 1.45% 1.17% 304 +9,984 25.5% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 48,607 2,564 0.12% 0.06% 306 +26,508 119.95% Q4 2025 Feb 17, 2026
MA Private Wealth History Added to 48,595 2,564 0.43% 0.4% 305 +3,352 7.41% Q4 2025 Feb 03, 2026
Allen Capital Group, LLC History Reduced 48,173 2,542 0.23% 0.31% 307 -14,095 -22.64% Q4 2025 Feb 09, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 48,170 2,536 0.48% 0.35% 308 +466 0.98% Q4 2025 Feb 02, 2026
THEORY FINANCIAL LLC History Added to 47,672 2,529 0.85% 0.85% 309 +2,330 5.14% Q4 2025 Feb 10, 2026
5T Wealth, LLC History Added to 47,589 2,511 1.0% 1.06% 310 +1,794 3.92% Q4 2025 Jan 27, 2026
Emergent Wealth Advisors, LLC History Added to 46,135 2,434 1.37% 0.5% 311 +29,763 181.79% Q4 2025 Jan 14, 2026
Claro Advisors Inc. History Added to 46,055 2,430 0.33% 0.29% 312 +9,246 25.12% Q4 2025 Feb 17, 2026
Cypress Capital Group History Added to 45,985 2,426 0.27% 0.22% 313 +10,945 31.24% Q4 2025 Feb 11, 2026
Atlatl Advisers LLC History Added to 45,619 2,407 0.92% 0.9% 314 +3,127 7.36% Q4 2025 Feb 09, 2026
EWA, LLC History Added to 45,002 2,374 0.58% 0.55% 315 +7,404 19.69% Q4 2025 Feb 03, 2026
TrueMark Investments, LLC History Added to 45,000 2,374 0.45% 0.41% 316 +1,111 2.53% Q4 2025 Jan 14, 2026
Beckerman Institutional, LLC History Added to 44,897 2,369 1.33% 1.35% 318 +1,743 4.04% Q4 2025 Feb 10, 2026
TBH Global Asset Management, LLC History Reduced 44,900 2,369 0.4% 0.47% 317 -239 -0.53% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 44,008 2,322 0.0% — 319 +44,008 New Q4 2025 Feb 18, 2026
Range Financial Group LLC History Added to 43,821 2,312 0.8% 0.37% 320 +24,743 129.69% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History Added to 43,303 2,285 0.0% 0.0% 321 +4,528 11.68% Q4 2025 Feb 12, 2026
Cornerstone Planning Group LLC History Added to 42,596 2,262 0.35% 0.32% 322 +5,352 14.37% Q4 2025 Feb 02, 2026
Hoxton Planning & Management, LLC History Added to 42,792 2,258 0.68% 0.69% 323 +2,358 5.83% Q4 2025 Feb 11, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 42,226 2,228 0.67% 0.65% 324 +3,520 9.09% Q4 2025 Jan 23, 2026
Royal Capital Wealth Management, LLC History Added to 41,931 2,212 1.31% 1.36% 325 +162 0.39% Q4 2025 Feb 18, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 41,894 2,210 1.75% — 326 +41,894 New Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History Added to 41,865 2,209 0.16% 0.15% 327 +3,413 8.88% Q4 2025 Feb 11, 2026
Cassilly Financial Group LLC History New 41,135 2,170 1.92% — 328 +41,135 New Q4 2025 Jan 15, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 40,705 2,148 0.67% 0.56% 329 +8,687 27.13% Q4 2025 Jan 12, 2026
Vertex Planning Partners, LLC History Added to 40,310 2,127 0.49% 0.38% 330 +2,739 7.29% Q4 2025 Feb 17, 2026
Lansing Street Advisors History Added to 40,092 2,115 0.54% 0.41% 331 +10,784 36.8% Q4 2025 Jan 26, 2026
ORBA Wealth Advisors, L.L.C. History Added to 39,645 2,092 1.82% 0.5% 332 +28,182 245.85% Q4 2025 Feb 05, 2026
Williams Jones Wealth Management, LLC. History Reduced 39,172 2,067 0.02% 0.03% 333 -7,320 -15.74% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 39,139 2,065 0.13% 0.13% 334 +4,482 12.93% Q4 2025 Feb 11, 2026
May Hill Capital, LLC History Added to 38,808 2,047 0.27% 0.23% 335 +23,821 158.94% Q4 2025 Feb 05, 2026
RDA Financial Network History Added to 38,408 2,026 0.49% 0.45% 336 +3,883 11.25% Q4 2025 Jan 06, 2026
A4 Wealth Advisors LLC History Added to 38,054 2,008 1.74% 1.08% 337 +13,910 57.61% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 37,233 1,964 0.01% 0.0% 338 +19,769 113.2% Q4 2025 Feb 17, 2026
Chatterton & Associates Inc. History New 37,133 1,959 1.68% — 339 +37,133 New Q4 2025 Jan 20, 2026
Rothschild Wealth LLC History Added to 36,995 1,952 0.19% 0.33% 340 +8,254 28.72% Q4 2025 Feb 17, 2026
Vines Capital Management, LLC History New 35,707 1,884 1.84% — 341 +35,707 New Q4 2025 Feb 17, 2026
BlackDiamond Wealth Management, LLC History Added to 35,351 1,873 0.91% 0.99% 342 +1,369 4.03% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Added to 33,938 1,790 0.02% 0.01% 343 +14,083 70.93% Q4 2025 Feb 02, 2026
Creative Planning History Added to 33,507 1,768 0.0% 0.0% 344 +1,476 4.61% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 33,445 1,764 0.09% 0.05% 345 +17,377 108.15% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History Reduced 33,004 1,741 0.02% 0.02% 346 -134 -0.4% Q4 2025 Feb 13, 2026
Redwood Investment Management, LLC History Added to 32,973 1,740 0.2% 0.16% 347 +5,618 20.54% Q4 2025 Feb 17, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 32,801 1,730 0.74% 0.72% 348 +2,839 9.48% Q4 2025 Feb 18, 2026
Box Hill Private Wealth LLC History New 32,649 1,722 1.74% — 349 +32,649 New Q4 2025 Feb 09, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 32,521 1,716 0.45% 0.41% 350 +6,517 25.06% Q4 2025 Jan 12, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 32,479 1,713 0.2% 0.2% 351 +2,650 8.88% Q4 2025 Jan 26, 2026
Tyche Wealth Partners LLC History Added to 32,393 1,709 0.27% 0.23% 352 +7,668 31.01% Q4 2025 Jan 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 31,795 1,677 1.07% — 353 +31,795 New Q4 2025 Feb 19, 2026
Mosley Wealth Management History New 30,937 1,641 0.75% — 354 +30,937 New Q4 2025 Feb 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 30,889 1,636 0.48% 0.44% 356 +6,427 26.27% Q4 2025 Feb 10, 2026
Williams & Novak, LLC History Added to 31,011 1,636 1.23% 1.03% 355 +5,838 23.19% Q4 2025 Feb 05, 2026
BEACON FINANCIAL PLANNING, INC History Added to 30,216 1,594 0.77% 0.66% 357 +6,271 26.19% Q4 2025 Jan 22, 2026
Sculati Wealth Management, LLC History Reduced 30,104 1,588 0.56% 0.57% 358 -188 -0.62% Q4 2025 Feb 05, 2026
Element Wealth, LLC History Added to 30,091 1,587 0.65% 0.68% 359 +849 2.9% Q4 2025 Feb 13, 2026
Triad Investment Management History New 29,193 1,540 1.56% — 360 +29,193 New Q4 2025 Jan 16, 2026
Legacy Edge Advisors, LLC History New 29,001 1,530 0.17% — 361 +29,001 New Q4 2025 Feb 02, 2026
Strategic Equity Management History Added to 28,771 1,518 0.51% 0.55% 362 +816 2.92% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 28,751 1,517 0.1% 0.09% 363 +3,108 12.12% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History Added to 28,737 1,516 0.0% 0.0% 364 +10,720 59.5% Q4 2025 Feb 10, 2026
Davis Wealth Advisors, LLC History New 28,466 1,502 1.25% — 365 +28,466 New Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 27,870 1,470 0.03% 0.03% 366 +1,550 5.89% Q4 2025 Feb 03, 2026
Impact Partnership Wealth, LLC History Added to 27,785 1,466 0.19% 0.2% 367 +2,415 9.52% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 27,653 1,459 0.03% 0.03% 368 +1,979 7.71% Q4 2025 Feb 09, 2026
VISIONARY HORIZONS, LLC History Added to 27,595 1,456 0.75% 0.72% 369 +3,504 14.54% Q4 2025 Jan 23, 2026
Empire Financial Management Company, LLC History Added to 27,557 1,454 0.32% 0.33% 370 +176 0.64% Q4 2025 Feb 12, 2026
WealthPLAN Partners, LLC History Added to 27,470 1,449 0.22% 0.21% 371 +889 3.34% Q4 2025 Feb 12, 2026
Prospera Financial Services Inc History Reduced 27,424 1,447 0.02% 0.07% 372 -48,517 -63.89% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Added to 27,418 1,446 0.13% 0.12% 373 +1,057 4.01% Q4 2025 Jan 26, 2026
Polaris Investment Advisors, LLC History New 27,107 1,430 1.03% — 374 +27,107 New Q4 2025 Jan 15, 2026
J.E. Simmons & Co., P.C. History New 27,094 1,429 0.93% — 376 +27,094 New Q4 2025 Feb 13, 2026
Archer Investment Management, LLC History New 27,091 1,429 0.77% — 375 +27,091 New Q4 2025 Jan 12, 2026
EP Wealth Advisors, LLC History New 26,702 1,409 0.01% — 377 +26,702 New Q4 2025 Feb 18, 2026
Strategic Financial Concepts, LLC History New 26,269 1,386 1.27% — 378 +26,269 New Q4 2025 Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 26,144 1,379 0.02% 0.01% 379 +21,241 433.22% Q4 2025 Feb 19, 2026
BCU Wealth Advisors, LLC History Added to 26,129 1,378 0.53% 0.56% 380 +140 0.54% Q4 2025 Jan 30, 2026
Barnes Wealth Management Group, Inc History Added to 25,613 1,351 0.72% 0.72% 381 +1,146 4.68% Q4 2025 Feb 24, 2026
Avidian Wealth Enterprises, LLC History Reduced 25,529 1,347 0.05% 0.06% 383 -3,430 -11.84% Q4 2025 Feb 02, 2026
Signature Wealth Management Partners, LLC History Added to 25,535 1,347 0.67% 0.62% 384 +3,114 13.89% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Added to 25,540 1,347 0.0% 0.0% 382 +3,075 13.69% Q4 2025 Feb 12, 2026
Walkner Condon Financial Advisors LLC History Added to 25,465 1,343 0.19% 0.17% 385 +4,805 23.26% Q4 2025 Jan 21, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 25,208 1,330 0.5% 0.55% 386 -1,126 -4.28% Q4 2025 Jan 08, 2026
J.M. Arbour, LLC History New 25,149 1,327 1.32% — 387 +25,149 New Q4 2025 Jan 26, 2026
Signature Resources Capital Management, LLC History Added to 25,010 1,319 0.67% 0.66% 388 +2,203 9.66% Q4 2025 Jan 21, 2026
Financial Planning Hawaii, Inc. History New 24,723 1,304 0.75% — 390 +24,723 New Q4 2025 Jan 15, 2026
LAFFER TENGLER INVESTMENTS, INC. History Reduced 24,721 1,304 0.2% 0.21% 389 -131 -0.53% Q4 2025 Feb 12, 2026
Fairvoy Private Wealth, LLC History Added to 24,525 1,294 0.29% 0.29% 391 +775 3.26% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History New 24,440 1,290 0.0% — 392 +24,440 New Q4 2025 Feb 10, 2026
John W. Brooker & Co., CPAs History Reduced 24,252 1,279 2.29% 2.92% 393 -2,758 -10.21% Q4 2025 Jan 13, 2026
KPP Advisory Services LLC History Reduced 23,840 1,258 0.18% 0.19% 394 -246 -1.02% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 23,748 1,253 0.0% 0.0% 395 +8,362 54.35% Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History Added to 23,747 1,253 0.57% 0.58% 396 +414 1.77% Q4 2025 Jan 12, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 23,614 1,246 1.04% 0.87% 397 +3,742 18.83% Q4 2025 Jan 23, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 23,589 1,244 0.54% 0.55% 398 +512 2.22% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History New 22,992 1,213 0.04% — 399 +22,992 New Q4 2025 Jan 20, 2026
Transamerica Financial Advisors, LLC History Added to 22,949 1,211 0.1% 0.07% 400 +6,504 39.55% Q4 2025 Feb 13, 2026
Tempus Wealth Planning, LLC History Added to 22,833 1,204 0.28% 0.26% 401 +1,519 7.13% Q4 2025 Jan 16, 2026
Spire Wealth Management History Added to 22,751 1,200 0.04% 0.03% 403 +4,045 21.62% Q4 2025 Jan 14, 2026
Clearview Wealth Advisors LLC History Added to 22,741 1,200 0.76% 0.73% 402 +1,260 5.87% Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Added to 22,709 1,198 0.07% 0.06% 404 +1,029 4.75% Q4 2025 Feb 06, 2026
LifePlan Investment Advisors, Inc. History Added to 22,597 1,192 0.49% 0.47% 405 +1,569 7.46% Q4 2025 Feb 09, 2026
Garden State Investment Advisory Services LLC History Added to 22,510 1,187 0.26% 0.26% 406 +675 3.09% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 112,157 1,167 0.03% 0.12% 407 -2,094 -1.83% Q4 2025 Feb 11, 2026
Sherman Wealth Management LLC History New 22,094 1,165 1.01% — 408 +22,094 New Q4 2025 Jan 15, 2026
Traveka Wealth, LLC History Added to 22,058 1,164 0.47% 0.23% 409 +12,182 123.35% Q4 2025 Jan 08, 2026
Richard P Slaughter Associates Inc History Added to 21,881 1,154 0.24% 0.25% 410 +187 0.86% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Reduced 21,519 1,135 0.05% 0.05% 411 -179 -0.82% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 21,422 1,130 0.01% 0.02% 412 +1,135 5.59% Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 21,322 1,125 0.13% 0.1% 413 +5,926 38.49% Q4 2025 Feb 13, 2026
Gen-Wealth Partners Inc History Added to 21,216 1,119 0.36% 0.3% 414 +4,409 26.23% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 21,103 1,113 0.02% 0.01% 415 +12,766 153.12% Q4 2025 Feb 06, 2026
Integrity Advisory Solutions, LLC History Added to 21,044 1,110 0.16% 0.15% 416 +3,454 19.64% Q4 2025 Feb 09, 2026
Concorde Asset Management, LLC History Added to 20,978 1,107 0.44% 0.4% 417 +2,925 16.2% Q4 2025 Feb 13, 2026
HFG Advisors, Inc. History Reduced 20,884 1,102 0.8% 1.03% 418 -5,315 -20.29% Q4 2025 Feb 13, 2026
Two West Capital Advisors LLC History Added to 20,315 1,072 0.62% 0.43% 419 +6,913 51.58% Q4 2025 Jan 13, 2026
Worth Financial Advisory Group, LLC History New 20,289 1,070 0.52% — 420 +20,289 New Q4 2025 Jan 16, 2026
Western Wealth Management, LLC History Added to 20,210 1,066 0.05% 0.06% 421 +401 2.02% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 19,994 1,055 0.01% 0.01% 422 -104 -0.52% Q4 2025 Jan 21, 2026
REGIMEN WEALTH, LLC History Added to 19,767 1,043 0.31% 0.3% 423 +700 3.67% Q4 2025 Feb 09, 2026
Lionsbridge Wealth Management LLC History Reduced 19,697 1,039 1.05% 1.25% 424 -4,195 -17.56% Q4 2025 Jan 26, 2026
WealthPoint Financial, LLC History New 19,468 1,027 0.89% — 425 +19,468 New Q4 2025 Feb 19, 2026
Cerity Partners LLC History Reduced 19,460 1,026 0.0% 0.0% 426 -7,973 -29.06% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 19,399 1,023 0.03% 0.02% 427 +5,735 41.97% Q4 2025 Feb 09, 2026
WEALTHGARDEN F.S. LLC History Added to 19,273 1,022 0.67% 0.7% 428 +954 5.21% Q4 2025 Feb 11, 2026
Beacon Financial Advisory LLC History Added to 19,319 1,019 0.24% 0.22% 429 +1,161 6.39% Q4 2025 Feb 17, 2026
Mayfair Advisory Group, LLC History Added to 19,133 1,009 0.39% 0.22% 431 +9,431 97.21% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 19,136 1,009 0.04% 0.03% 430 +3,225 20.27% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 18,910 997 0.12% 0.14% 432 +3,657 23.98% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History New 18,804 992 0.17% — 434 +18,804 New Q4 2025 Jan 26, 2026
First Heartland Consultants, Inc. History Added to 18,807 992 0.08% 0.08% 433 +398 2.16% Q4 2025 Jan 09, 2026
DAVENPORT & Co LLC History Added to 18,719 987 0.01% 0.0% 435 +3,371 21.96% Q4 2025 Jan 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 18,664 984 0.02% 0.02% 436 -945 -4.82% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 18,610 982 0.0% 0.0% 437 +8,923 92.11% Q4 2025 Feb 17, 2026
Portfolio Resources Advisor Group, Inc. History New 18,428 972 0.97% — 438 +18,428 New Q4 2025 Feb 13, 2026
RCS Financial Planning, LLC History Added to 18,162 958 0.41% 0.39% 439 +1,575 9.5% Q4 2025 Jan 15, 2026
Avid Wealth Partners LLC History Added to 18,104 955 0.47% 0.45% 440 +1,254 7.44% Q4 2025 Feb 13, 2026
Rialto Wealth Management, LLC History Reduced 17,778 938 0.22% 0.25% 441 -390 -2.15% Q4 2025 Jan 12, 2026
GeoWealth Management, LLC History Reduced 17,335 914 0.03% 0.08% 442 -24,199 -58.26% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 17,312 913 0.03% 0.04% 443 -4,435 -20.39% Q4 2025 Jan 21, 2026
Waterfront Wealth Inc. History Added to 17,067 905 0.17% 0.18% 444 +490 2.96% Q4 2025 Jan 27, 2026
MSH Capital Advisors LLC History Added to 16,877 890 0.19% 0.2% 445 +3,057 22.12% Q4 2025 Feb 09, 2026
UPTICK PARTNERS, LLC History New 16,759 884 0.19% — 446 +16,759 New Q4 2025 Feb 02, 2026
REICON WEALTH ADVISORS, LLC History New 16,532 872 0.63% — 447 +16,532 New Q4 2025 Jan 30, 2026
M1 Capital Management LLC History Added to 16,143 851 0.36% 0.36% 448 +456 2.91% Q4 2025 Feb 13, 2026
Kilter Group LLC History Reduced 15,920 840 0.37% 0.41% 449 -398 -2.44% Q4 2025 Feb 13, 2026
CRA Financial Services, LLC History Added to 15,845 836 0.11% 0.06% 450 +8,095 104.45% Q4 2025 Jan 16, 2026
Triton Wealth Management, PLLC History Added to 15,522 820 0.31% 0.26% 451 +2,668 20.76% Q4 2025 Feb 05, 2026
MKT Advisors LLC History Added to 15,405 814 0.28% 0.28% 452 +1,477 10.6% Q4 2025 Jan 08, 2026
Maia Wealth LLC History Added to 15,315 813 0.14% 0.12% 453 +1,706 12.54% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 15,362 810 0.01% 0.01% 454 +2,836 22.64% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Reduced 15,356 810 0.06% 0.08% 455 -582 -3.65% Q4 2025 Jan 13, 2026
BUSH INVESTMENT GROUP, LLC History Added to 15,277 806 0.45% 0.47% 456 +266 1.77% Q4 2025 Mar 05, 2026
MGB Wealth Management, LLC History Added to 15,100 796 0.23% 0.22% 457 +600 4.14% Q4 2025 Feb 17, 2026
Sandy Cove Advisors, LLC History Added to 14,919 787 0.23% 0.08% 459 +10,219 217.43% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 14,928 787 0.12% 0.04% 458 +9,646 182.62% Q4 2025 Jan 12, 2026
Sunbelt Securities, Inc. History Added to 14,810 781 0.05% 0.03% 461 +6,359 75.25% Q4 2025 Feb 20, 2026
STRATEGY ASSET MANAGERS LLC History Added to 14,804 781 0.13% 0.11% 460 +3,378 29.56% Q4 2025 Feb 11, 2026
Venturi Wealth Management, LLC History Reduced 14,706 776 0.03% 0.04% 462 -80 -0.54% Q4 2025 Jan 22, 2026
SAX WEALTH ADVISORS, LLC History Added to 14,666 773 0.04% 0.04% 463 +92 0.63% Q4 2025 Jan 12, 2026
Capital Investment Advisors, LLC History Added to 14,535 767 0.01% 0.01% 464 +68 0.47% Q4 2025 Jan 13, 2026
Smartleaf Asset Management LLC History Added to 14,396 760 0.03% 0.04% 465 +1,763 13.96% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Added to 14,144 746 0.42% 0.39% 466 +2,611 22.64% Q4 2025 Feb 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 14,073 742 0.17% 0.16% 467 +1,583 12.67% Q4 2025 Jan 09, 2026
Yukon Wealth Management, Inc. History Added to 13,894 734 0.42% 0.2% 468 +2,525 22.21% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 13,892 733 0.02% 0.02% 469 +1,204 9.49% Q4 2025 Jan 06, 2026
SUTTON PLACE INVESTORS LLC History Added to 13,751 725 0.4% 0.41% 470 +285 2.12% Q4 2025 Jan 21, 2026
Wells Financial Advisors INC History Reduced 13,579 716 1.36% 2.52% 471 -21,811 -61.63% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Added to 13,526 713 0.03% 0.03% 472 +326 2.47% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History No change 13,475 711 0.01% 0.02% 473 0 0.0% Q4 2025 Feb 03, 2026
Asempa Wealth Advisors History New 13,198 696 0.6% — 474 +13,198 New Q4 2025 Jan 08, 2026
PINNACLE ASSOCIATES LTD History Added to 12,895 680 0.01% 0.01% 475 +1,179 10.06% Q4 2025 Feb 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 12,814 676 0.17% — 476 +12,814 New Q4 2025 Jan 08, 2026
ADVISORTRUST PARTNERS, LLC History New 12,773 674 0.3% — 477 +12,773 New Q4 2025 Mar 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 12,765 673 0.31% 0.35% 478 -363 -2.77% Q4 2025 Feb 17, 2026
STEVENS CAPITAL PARTNERS History Added to 12,686 669 0.18% 0.19% 479 +566 4.67% Q4 2025 Jan 27, 2026
Lantern Wealth Advisors, LLC History Added to 12,648 667 0.35% 0.27% 480 +2,971 30.7% Q4 2025 Feb 17, 2026
Merkkuri Wealth Advisors LLC History Added to 12,622 666 0.45% 0.26% 481 +5,774 84.32% Q4 2025 Jan 29, 2026
MidFirst Bank History New 12,500 659 0.05% — 482 +12,500 New Q4 2025 Feb 25, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 12,466 657 0.05% 0.05% 483 -1,343 -9.73% Q4 2025 Jan 23, 2026
Resurgent Financial Advisors LLC History Added to 12,298 648 0.32% 0.32% 484 +229 1.9% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 12,132 640 0.03% 0.03% 485 +772 6.8% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Reduced 12,066 636 0.01% 0.0% 486 -723 -5.65% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 11,883 627 0.03% 0.03% 487 +1,533 14.81% Q4 2025 Jan 20, 2026
Endowment Wealth Management, Inc. History Added to 11,774 621 0.29% 0.16% 488 +5,242 80.25% Q4 2025 Feb 09, 2026
Objective Capital Management, LLC History Added to 11,777 621 0.63% 0.53% 489 +2,130 22.08% Q4 2025 Feb 04, 2026
BBR PARTNERS, LLC History New 11,705 617 0.03% — 490 +11,705 New Q4 2025 Feb 11, 2026
Keebeck Wealth Management History Added to 11,698 617 0.07% 0.07% 492 +1,175 11.17% Q4 2025 Feb 17, 2026
Aspire Private Capital, LLC History Added to 11,702 617 0.14% 0.13% 491 +307 2.69% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Added to 11,620 613 0.02% 0.02% 493 +3,217 38.28% Q4 2025 Jan 13, 2026
Raab & Moskowitz Asset Management LLC History New 11,440 603 0.13% — 494 +11,440 New Q4 2025 Jan 20, 2026
Claris Financial LLC History New 11,385 600 0.32% — 495 +11,385 New Q4 2025 Feb 19, 2026
Retirement Wealth Solutions LLC History Reduced 11,338 598 0.38% 0.4% 496 -198 -1.72% Q4 2025 Jan 07, 2026
PUREfi Wealth, LLC History Added to 11,261 594 0.46% 0.34% 497 +2,975 35.9% Q4 2025 Jan 12, 2026
M Holdings Securities, Inc. History New 11,219 592 0.04% — 498 +11,219 New Q4 2025 Feb 11, 2026
GatePass Capital, LLC History New 11,158 588 0.3% — 499 +11,158 New Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 11,119 586 0.16% 0.17% 500 +3,300 42.2% Q4 2025 Feb 09, 2026
Financial Partners Group, Inc History Added to 10,975 583 0.07% 0.07% 501 +83 0.76% Q4 2025 Feb 03, 2026
BETO FINANCIAL GROUP, LLC History New 10,872 575 0.39% — 502 +10,872 New Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History Added to 10,877 573 0.07% 0.07% 503 +540 5.22% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 10,776 568 0.03% — 504 +10,776 New Q4 2025 Jan 26, 2026
Avantra Family Wealth, Inc. History Added to 10,782 568 0.41% 0.41% 505 +390 3.75% Q4 2025 Jan 21, 2026
NWAM LLC History Reduced 10,687 567 0.03% 0.05% 506 -6,165 -36.58% Q4 2025 Feb 04, 2026
Richmond Investment Services, LLC History Added to 10,694 564 0.1% 0.09% 507 +1,637 18.07% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History Reduced 10,599 559 0.12% 0.17% 508 -4,336 -29.03% Q4 2025 Jan 26, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 10,504 554 0.0% 0.0% 509 -15,161 -59.07% Q4 2025 Feb 17, 2026
Catalina Capital Group, LLC History Added to 10,461 552 0.33% 0.3% 510 +1,107 11.83% Q4 2025 Jan 16, 2026
OMNI 360 Wealth, Inc. History Added to 10,379 550 0.28% 0.27% 512 +1,482 16.66% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Reduced 10,427 550 0.04% 0.05% 511 -970 -8.51% Q4 2025 Jan 07, 2026
Able Wealth Management LLC History Reduced 10,330 545 0.17% 1.58% 514 -68,619 -86.92% Q4 2025 Jan 27, 2026
PKS Advisory Services, LLC History Added to 10,341 545 0.12% 0.08% 513 +3,471 50.52% Q4 2025 Feb 02, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 10,326 544 0.2% 0.21% 515 +1,191 13.04% Q4 2025 Feb 12, 2026
FLP Wealth Management, LLC History Added to 4,644 543 1.28% 0.64% 516 +396 9.32% Q4 2025 Jan 20, 2026
PFG Advisors History Added to 10,187 537 0.03% 0.01% 517 +3,414 50.41% Q4 2025 Jan 27, 2026
SWMG, LLC History Reduced 10,120 536 0.15% 0.17% 518 -679 -6.29% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 10,134 534 0.11% 0.18% 519 -56 -0.55% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 10,082 532 0.01% 0.01% 520 +6,092 152.68% Q4 2025 Jan 28, 2026
ASL Financial, LLC History New 10,077 531 0.42% — 521 +10,077 New Q4 2025 Jan 20, 2026
Balboa Wealth Partners History New 10,053 530 0.09% — 522 +10,053 New Q4 2025 Jan 16, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 10,050 530 0.29% 0.26% 523 +1,500 17.54% Q4 2025 Feb 05, 2026
ORG Partners LLC History Added to 10,010 528 0.09% 0.1% 524 +316 3.26% Q4 2025 Jan 14, 2026
NAPLES GLOBAL ADVISORS, LLC History New 9,925 523 0.04% — 527 +9,925 New Q4 2025 Feb 04, 2026
PDS Planning, Inc History New 9,924 523 0.03% — 525 +9,924 New Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Added to 9,904 523 0.02% 0.01% 526 +1,731 21.18% Q4 2025 Feb 12, 2026
Latitude Advisors, LLC History Added to 9,859 520 0.23% 0.2% 528 +1,725 21.21% Q4 2025 Jan 27, 2026
WealthTrak Capital Management LLC History Added to 9,692 511 0.37% 0.4% 529 +607 6.68% Q4 2025 Feb 10, 2026
TWO SIGMA SECURITIES, LLC History New 9,605 506 0.07% — 530 +9,605 New Q4 2025 Feb 17, 2026
Fortis Capital Advisors, LLC History Reduced 9,585 505 0.07% 0.08% 531 -75 -0.78% Q4 2025 Jan 27, 2026
Syntegra Private Wealth Group, LLC History Added to 9,498 501 0.05% 0.04% 533 +1,618 20.53% Q4 2025 Feb 10, 2026
Commonwealth Retirement Investments LLC History No change 9,500 501 0.16% 0.17% 532 0 0.0% Q4 2025 Feb 11, 2026
Parkway Wealth Management Group, LLC History New 9,361 493 0.07% — 534 +9,361 New Q4 2025 Feb 10, 2026
Empirical Asset Management, LLC History Reduced 9,303 490 0.14% 0.15% 535 -578 -5.85% Q4 2025 Feb 06, 2026
W ADVISORS, LLC History Added to 8,900 469 0.24% 0.24% 536 +448 5.3% Q4 2025 Feb 13, 2026
Willis Johnson & Associates, Inc. History Reduced 8,871 468 0.03% 0.03% 537 -412 -4.44% Q4 2025 Jan 22, 2026
Winthrop Advisory Group LLC History No change 8,847 466 0.04% 0.04% 538 0 0.0% Q4 2025 Jan 21, 2026
MONEYWISE, INC. History Reduced 8,756 462 0.19% 0.21% 539 -148 -1.66% Q4 2025 Feb 05, 2026
Cascades Capital Asset Management, LLC History Added to 8,685 458 0.19% 0.1% 540 +4,350 100.35% Q4 2025 Feb 04, 2026
Lido Advisors, LLC History Added to 8,599 457 0.0% 0.0% 541 +119 1.4% Q4 2025 Feb 10, 2026
Northwest Capital Management Inc History Reduced 8,601 453 1.96% 1.7% 542 -21,806 -71.71% Q4 2025 Jan 26, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 8,550 451 0.21% 0.22% 543 -250 -2.84% Q4 2025 Jan 22, 2026
Integrated Advisors Network LLC History Reduced 8,515 449 0.02% 0.03% 544 -6,714 -44.09% Q4 2025 Feb 17, 2026
Pinnacle Financial Group, LLC / IL History Added to 8,482 447 0.13% 0.1% 545 +2,555 43.11% Q4 2025 Feb 05, 2026
Secure Asset Management, LLC History Added to 8,460 446 0.07% 0.07% 546 +310 3.8% Q4 2025 Jan 20, 2026
VestGen Investment Management History Reduced 8,380 442 0.25% 0.27% 547 -184 -2.15% Q4 2025 Feb 18, 2026
Oregon Pacific Wealth Management, LLC History Added to 8,347 440 0.45% 0.26% 548 +2,674 47.14% Q4 2025 Jan 16, 2026
GOLDMAN SACHS GROUP INC History Reduced 8,182 431 0.0% 0.0% 549 -304 -3.58% Q4 2025 Mar 25, 2026
Per Stirling Capital Management, LLC. History New 8,077 426 0.05% — 550 +8,077 New Q4 2025 Feb 17, 2026
LongView Wealth Management History New 7,991 423 0.1% — 551 +7,991 New Q4 2025 Jan 13, 2026
MidAtlantic Capital Management, Inc. History Added to 7,991 421 0.27% 0.23% 552 +1,658 26.18% Q4 2025 Feb 10, 2026
Fiduciary Alliance LLC History Added to 7,850 414 0.03% 0.02% 553 +2,500 46.73% Q4 2025 Jan 22, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 7,800 411 0.03% 0.02% 554 +2,300 41.82% Q4 2025 Feb 05, 2026
CFO CAPITAL MANAGEMENT LLC History New 7,717 407 0.3% — 555 +7,717 New Q4 2025 Mar 02, 2026
Oak Grove Capital LLC History Reduced 7,700 406 0.05% 0.08% 557 -3,000 -28.04% Q4 2025 Feb 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 7,699 406 0.01% 0.01% 556 -48 -0.62% Q4 2025 Feb 09, 2026
Pullen Investment Management, LLC History Added to 7,712 406 0.21% 0.22% 558 +17 0.22% Q4 2025 Jan 20, 2026
Beacon Pointe Advisors, LLC History Reduced 7,583 400 0.0% 0.0% 559 -2,148 -22.07% Q4 2025 Feb 18, 2026
KELLEHER FINANCIAL ADVISORS History New 7,556 398 0.09% — 560 +7,556 New Q4 2025 Jan 20, 2026
Continuum Advisory, LLC History New 7,431 392 0.04% — 561 +7,431 New Q4 2025 Feb 11, 2026
Vigil Wealth Management, LLC History New 7,399 390 0.32% — 563 +7,399 New Q4 2025 Feb 10, 2026
Saxony Capital Management, LLC History New 7,396 390 0.24% — 562 +7,396 New Q4 2025 Jan 15, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 7,315 386 0.09% 0.08% 564 +1,306 21.73% Q4 2025 Feb 04, 2026
BLALOCK WILLIAMS, LLC History Added to 7,300 385 0.31% 0.28% 565 +1,330 22.28% Q4 2025 Feb 02, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 7,180 378 0.02% — 566 +7,180 New Q4 2025 Feb 12, 2026
Sellwood Investment Partners LLC History Added to 7,070 373 0.15% 0.15% 567 +161 2.33% Q4 2025 Jan 26, 2026
Procyon Advisors, LLC History Added to 7,023 370 0.02% 0.02% 568 +220 3.23% Q4 2025 Jan 07, 2026
Merited Wealth, LLC History New 6,887 363 0.34% — 570 +6,887 New Q4 2025 Mar 26, 2026
MATHER GROUP, LLC. History Added to 6,890 363 0.0% 0.0% 569 +1,126 19.54% Q4 2025 Jan 13, 2026
VestGen Advisors, LLC History New 6,765 356 0.02% — 572 +6,765 New Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 6,751 356 0.01% 0.01% 571 -4,225 -38.49% Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Added to 6,681 352 0.02% 0.02% 573 +136 2.08% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History No change 6,640 350 0.01% 0.01% 574 0 0.0% Q4 2025 Feb 09, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 6,623 349 0.01% 0.01% 575 +718 12.16% Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 6,602 348 0.09% — 577 +6,602 New Q4 2025 Feb 17, 2026
BridgePort Financial Solutions, LLC History Added to 6,609 348 0.09% 0.07% 576 +1,480 28.86% Q4 2025 Jan 16, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 6,583 347 0.67% 0.43% 578 +187 2.92% Q4 2025 Jan 21, 2026
Fortis Advisors, LLC History Added to 6,565 346 0.19% 0.14% 579 +1,922 41.4% Q4 2025 Feb 10, 2026
WORLD EQUITY GROUP, INC. History Added to 6,520 344 0.1% 0.07% 580 +927 16.57% Q4 2025 Jan 12, 2026
Roxbury Financial LLC History Added to 6,529 344 0.31% 0.29% 581 +614 10.38% Q4 2025 Jan 05, 2026
Meridian Wealth Management, LLC History Added to 6,510 343 0.01% 0.01% 582 +1,493 29.76% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History New 6,496 342 0.02% — 583 +6,496 New Q4 2025 Feb 17, 2026
FLAGSTAR ADVISORS INC History Added to 6,432 339 0.11% 0.1% 584 +516 8.72% Q4 2025 Jan 13, 2026
Hobbs Wealth Management, LLC History Added to 6,414 338 0.33% 0.28% 585 +131 2.08% Q4 2025 Jan 29, 2026
JFS WEALTH ADVISORS, LLC History Reduced 6,390 337 0.02% 0.02% 586 -52 -0.81% Q4 2025 Jan 14, 2026
United Advisor Group, LLC History Added to 6,384 336 0.04% 0.03% 587 +2,398 60.16% Q4 2025 Jan 26, 2026
Pinnacle Family Advisors, LLC History Added to 6,348 334 0.15% 0.13% 588 +553 9.54% Q4 2025 Feb 17, 2026
Gilliland Jeter Wealth Management LLC History Added to 6,263 330 0.1% 0.08% 589 +1,342 27.27% Q4 2025 Jan 23, 2026
TFB Advisors LLC History Added to 6,223 328 0.09% 0.07% 590 +1,533 32.69% Q4 2025 Feb 13, 2026
E&G Advisors, LP History Reduced 6,150 324 0.07% 0.08% 591 -238 -3.73% Q4 2025 Jan 23, 2026
Perennial Investment Advisors, LLC History Added to 5,947 313 0.02% 0.02% 592 +541 10.01% Q4 2025 Feb 17, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 5,887 310 0.29% 0.23% 593 +1,373 30.42% Q4 2025 Jan 27, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 5,774 304 0.21% 0.41% 595 -4,896 -45.89% Q4 2025 Feb 09, 2026
Legacy Capital Group California, Inc. History Added to 5,774 304 0.07% 0.07% 594 +953 19.77% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History Added to 5,641 297 0.02% 0.01% 597 +3,362 147.52% Q4 2025 Jan 29, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 5,647 297 0.07% 0.05% 596 +1,883 50.03% Q4 2025 Jan 23, 2026
Cooper Financial Group History Reduced 5,641 297 0.03% 0.04% 598 -416 -6.87% Q4 2025 Jan 08, 2026
Integrated Wealth Management History New 5,622 296 0.33% — 599 +5,622 New Q4 2025 Mar 03, 2026
Wealth Group Ltd History Added to 5,609 295 0.07% 0.06% 600 +824 17.22% Q4 2025 Jan 12, 2026
Western Financial Corp/CA History Reduced 5,562 293 0.12% 0.13% 601 -156 -2.73% Q4 2025 Jan 21, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 5,522 291 0.1% 0.14% 602 -1,861 -25.21% Q4 2025 Feb 12, 2026
New England Private Wealth Advisors LLC History Added to 5,459 288 0.04% 0.04% 603 +24 0.44% Q4 2025 Feb 13, 2026
Vantage Point Financial LLC History New 5,428 286 0.1% — 605 +5,428 New Q4 2025 Feb 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 5,427 286 0.01% 0.01% 604 +464 9.35% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 5,371 283 0.0% 0.0% 606 +825 18.15% Q4 2025 Feb 13, 2026
REGATTA CAPITAL GROUP, LLC History No change 5,353 282 0.04% 0.04% 607 0 0.0% Q4 2025 Jan 13, 2026
ETF Store, Inc. History New 5,337 281 0.29% — 608 +5,337 New Q4 2025 Jan 22, 2026
LAM GROUP, INC. History New 5,230 275 0.16% — 609 +5,230 New Q4 2025 Jan 23, 2026
Blue Capital, Inc. History Reduced 5,144 271 0.19% 0.23% 610 -775 -13.09% Q4 2025 Feb 23, 2026
PENNINGTON PARTNERS & CO., LLC History New 5,100 269 0.11% — 611 +5,100 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 5,009 264 0.01% — 612 +5,009 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 4,934 260 0.0% 0.0% 613 -971 -16.44% Q4 2025 Feb 11, 2026
Cherry Creek Investment Advisors, Inc. History Added to 4,825 254 0.11% 0.11% 614 +110 2.33% Q4 2025 Jan 15, 2026
LANE BROTHERS & CO INC History New 4,782 252 0.18% — 615 +4,782 New Q4 2025 Mar 13, 2026
Stirlingshire Investments, Inc. History New 4,750 250 0.22% — 616 +4,750 New Q4 2025 Feb 11, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 4,743 250 0.09% 0.09% 617 +414 9.56% Q4 2025 Jan 08, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 4,723 249 0.1% 0.09% 618 +225 5.0% Q4 2025 Feb 13, 2026
Elevation Wealth Management LLC History New 4,687 247 0.24% — 619 +4,687 New Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 4,621 243 0.01% — 620 +4,621 New Q4 2025 Feb 17, 2026
Lewis Asset Management, LLC History New 4,591 242 0.1% — 621 +4,591 New Q4 2025 Jan 15, 2026
Chris Bulman Inc History New 4,550 240 0.11% — 622 +4,550 New Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History Added to 4,537 239 0.06% 0.06% 623 +36 0.8% Q4 2025 Jan 27, 2026
Atlantic Union Bankshares Corp History Reduced 4,521 238 0.0% 0.0% 624 -218 -4.6% Q4 2025 Feb 04, 2026
EverSource Wealth Advisors, LLC History Reduced 4,489 236 0.01% 0.01% 625 -219 -4.65% Q4 2025 Feb 06, 2026
BAM Wealth Management, LLC History Added to 4,485 236 0.17% 0.18% 626 +2 0.04% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Added to 4,434 233 0.01% 0.0% 627 +4,209 1870.67% Q4 2025 Feb 04, 2026
First Financial Group Corp History New 4,385 231 0.2% — 629 +4,385 New Q4 2025 Jan 28, 2026
Ascension Capital Advisors, Inc. History New 4,384 231 0.08% — 628 +4,384 New Q4 2025 Feb 10, 2026
Payne Capital LLC History Added to 4,327 228 0.23% 0.23% 630 +89 2.1% Q4 2025 Jan 20, 2026
BCS Wealth Management History New 4,292 226 0.02% — 631 +4,292 New Q4 2025 Jan 26, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 4,259 224 0.04% 0.04% 632 +100 2.4% Q4 2025 Jan 16, 2026
OneAscent Financial Services LLC History New 4,212 222 0.02% — 633 +4,212 New Q4 2025 Feb 11, 2026
Carbahal Olsen Financial Services Group, LLC History New 4,149 218 0.17% — 634 +4,149 New Q4 2025 Feb 02, 2026
Pacific Excel Wealth Advisors, Inc. History New 4,119 217 0.41% — 636 +4,119 New Q4 2025 Feb 18, 2026
Colonial Trust Co / SC History Added to 4,122 217 0.03% 0.03% 635 +24 0.59% Q4 2025 Feb 12, 2026
Clear Creek Financial Management, LLC History New 4,091 215 0.02% — 637 +4,091 New Q4 2025 Jan 23, 2026
SONATA CAPITAL GROUP INC History New 4,035 212 0.08% — 638 +4,035 New Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History Added to 4,034 212 0.02% 0.02% 639 +549 15.75% Q4 2025 Feb 13, 2026
Quartz Partners, LLC History New 3,994 210 0.08% — 640 +3,994 New Q4 2025 Feb 13, 2026
4J Wealth Management LLC History New 3,977 209 0.12% — 641 +3,977 New Q4 2025 Jan 15, 2026
B.O.S.S. Retirement Advisors, LLC History New 3,883 204 0.06% — 642 +3,883 New Q4 2025 Feb 02, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 3,850 203 0.06% 0.06% 643 +9 0.23% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History New 3,800 200 0.0% — 644 +3,800 New Q4 2025 Jan 27, 2026
SHP Wealth Management History New 3,731 196 0.02% — 645 +3,731 New Q4 2025 Mar 04, 2026
Kingdom Financial Group LLC. History New 3,729 196 0.06% — 646 +3,729 New Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3,590 189 0.01% — 648 +3,590 New Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 3,594 189 0.0% 0.0% 647 +2,595 259.76% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 3,375 178 0.15% — 649 +3,375 New Q4 2025 Feb 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 3,335 175 0.14% 0.02% 650 +2,916 695.94% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,039 160 0.0% — 651 +3,034 60680.0% Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Reduced 2,992 158 0.01% 0.01% 652 -270 -8.28% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 2,931 154 0.03% — 654 +2,931 New Q4 2025 Feb 09, 2026
Allworth Financial LP History New 2,930 154 0.0% — 653 +2,930 New Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,677 141 0.01% 0.01% 655 +672 33.52% Q4 2025 Jan 07, 2026
Trust Co History New 2,295 121 0.01% — 656 +2,295 New Q4 2025 Jan 15, 2026
Imprint Wealth LLC History Added to 2,192 115 0.54% 0.23% 657 +810 58.61% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History New 2,100 110 0.0% — 658 +2,100 New Q4 2025 Jan 27, 2026
MONTAG A & ASSOCIATES INC History Added to 2,061 108 0.0% 0.0% 659 +1,000 94.25% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,935 102 0.0% 0.0% 660 0 0.0% Q4 2025 Jan 07, 2026
Raleigh Capital Management Inc. History Added to 1,840 97 0.04% 0.03% 661 +274 17.5% Q4 2025 Jan 21, 2026
Key Capital Management, INC History New 1,656 87 0.09% — 663 +1,656 New Q4 2025 Jan 26, 2026
Sound Income Strategies, LLC History Reduced 1,651 87 0.0% 0.0% 662 -12 -0.72% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 1,599 84 0.0% — 664 +1,599 New Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 1,447 76 0.0% 0.0% 665 +22 1.54% Q4 2025 Jan 27, 2026
Lloyd Advisory Services, LLC. History New 1,436 75 0.03% — 666 +1,436 New Q4 2025 Feb 06, 2026
Avion Wealth History Added to 1,358 71 0.01% — 667 +1,348 13480.0% Q4 2025 Jan 23, 2026
AMERIFLEX GROUP, INC. History Added to 1,201 63 0.03% 0.02% 668 +27 2.3% Q4 2025 Feb 18, 2026
Signature Equity Partners, LLC History New 1,032 54 0.03% — 670 +1,032 New Q4 2025 Feb 17, 2026
TUCKER ASSET MANAGEMENT LLC History New 1,026 54 0.02% — 669 +1,026 New Q4 2025 Feb 05, 2026
Realta Investment Advisors History New 1,000 52 0.02% — 671 +1,000 New Q4 2025 Jan 20, 2026
Financial Connections Group, Inc. History No change 1,000 52 0.02% 0.02% 672 0 0.0% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History New 903 47 0.0% — 673 +903 New Q4 2025 Feb 13, 2026
Jessup Wealth Management, Inc History New 850 44 0.01% — 674 +850 New Q4 2025 Feb 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 765 40 0.01% — 675 +765 New Q4 2025 Jan 28, 2026
FMR LLC History New 683 36 0.0% — 676 +683 New Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History Added to 677 35 0.01% 0.0% 678 +577 577.0% Q4 2025 Feb 11, 2026
Quest 10 Wealth Builders, Inc. History Added to 672 35 0.03% 0.03% 677 +138 25.84% Q4 2025 Jan 29, 2026
Canton Hathaway, LLC History New 600 31 0.01% — 679 +600 New Q4 2025 Jan 21, 2026
Eagle Bay Advisors LLC History New 569 30 0.02% — 680 +569 New Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History New 520 27 0.0% — 681 +520 New Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History New 512 27 0.01% — 683 +512 New Q4 2025 Jan 23, 2026
Crewe Advisors LLC History Reduced 530 27 0.0% 0.0% 682 -251 -32.14% Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History New 488 25 0.0% — 684 +488 New Q4 2025 Feb 09, 2026
Keating Financial Advisory Services, Inc. History New 476 25 0.0% — 685 +476 New Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 469 24 0.01% — 687 +469 New Q4 2025 Feb 05, 2026
Park Place Capital Corp History Reduced 471 24 0.0% 0.01% 686 -72 -13.26% Q4 2025 Jan 09, 2026
Salomon & Ludwin, LLC History New 440 23 0.0% — 688 +440 New Q4 2025 Jan 28, 2026
TRUST CO OF VERMONT History Reduced 375 19 0.0% 0.0% 689 -153 -28.98% Q4 2025 Jan 16, 2026
Fourth Dimension Wealth, LLC History No change 377 19 0.01% 0.01% 690 0 0.0% Q4 2025 Feb 04, 2026
Rossby Financial, LCC History Reduced 335 17 0.01% 0.01% 691 -28 -7.71% Q4 2025 Feb 12, 2026
Bangor Savings Bank History No change 307 16 0.0% 0.0% 692 0 0.0% Q4 2025 Jan 16, 2026
YANKCOM Partnership History New 298 15 0.01% — 694 +298 New Q4 2025 Jan 20, 2026
Nemes Rush Group LLC History New 287 15 0.0% — 693 +287 New Q4 2025 Feb 11, 2026
Aventus Investment Advisors, Inc. History New 258 13 0.01% — 695 +258 New Q4 2025 Jan 14, 2026
Fairway Wealth LLC History New 222 11 0.0% — 697 +222 New Q4 2025 Jan 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 218 11 0.0% 0.0% 696 +5 2.35% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History New 191 10 0.0% — 699 +191 New Q4 2025 Jan 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 199 10 0.0% 0.0% 700 +5 2.58% Q4 2025 Jan 23, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 200 10 0.0% 0.0% 698 0 0.0% Q4 2025 Feb 12, 2026
High Note Wealth, LLC History No change 193 10 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 05, 2026
Ransom Advisory, Ltd History New 180 9 0.0% — 702 +180 New Q4 2025 Jan 06, 2026
TOMPKINS FINANCIAL CORP History New 169 8 0.0% — 703 +169 New Q4 2025 Jan 08, 2026
REAP Financial Group, LLC History No change 154 8 0.0% 0.0% 704 0 0.0% Q4 2025 Feb 10, 2026
Birchwood Financial Partners, Inc. History New 144 7 0.01% — 707 +144 New Q4 2025 Feb 19, 2026
Collier Financial History Added to 135 7 0.01% 0.01% 706 +3 2.27% Q4 2025 Feb 12, 2026
NBT BANK N A /NY History No change 53 7 0.0% 0.0% 705 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 110 5 0.0% — 708 +99 900.0% Q4 2025 Feb 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 103 5 0.01% 0.01% 709 0 0.0% Q4 2025 Jan 14, 2026
Hilton Head Capital Partners, LLC History New 94 4 0.0% — 715 +94 New Q4 2025 Feb 11, 2026
Team Financial Group, LLC History Added to 92 4 0.0% 0.0% 713 +2 2.22% Q4 2025 Jan 13, 2026
DHJJ Financial Advisors, Ltd. History Added to 89 4 0.0% 0.0% 712 +1 1.14% Q4 2025 Jan 23, 2026
Investors Research Corp History No change 93 4 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 06, 2026
Archer Investment Corp History No change 83 4 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 30, 2026
Bank of Jackson Hole Trust History No change 94 4 0.0% 0.0% 714 0 0.0% Q4 2025 Feb 12, 2026
POM Investment Strategies, LLC History New 70 3 0.0% — 716 +70 New Q4 2025 Feb 17, 2026
Networth Advisors, LLC History New 67 3 0.0% — 717 +67 New Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History Reduced 44 2 0.0% 0.0% 720 -62 -58.49% Q4 2025 Jan 05, 2026
Larson Financial Group LLC History New 45 2 0.0% — 719 +45 New Q4 2025 Feb 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 40 2 0.0% 0.0% 718 -33 -45.21% Q4 2025 Jan 14, 2026
Center for Financial Planning, Inc. History New 36 1 0.0% — 724 +36 New Q4 2025 Feb 05, 2026
CHELSEA COUNSEL CO History No change 26 1 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 24, 2026
Clean Yield Group History No change 34 1 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 26, 2026
MV CAPITAL MANAGEMENT, INC. History No change 25 1 0.0% 0.0% 723 0 0.0% Q4 2025 Feb 23, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -416,880 -100.0% Q3 2025 Nov 14, 2025
KAVAR CAPITAL PARTNERS GROUP, LLC History Closed out 0 0 — 2.01% — -283,430 -100.0% Q3 2025 Oct 17, 2025
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 — 0.43% — -187,500 -100.0% Q3 2025 Nov 07, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -99,672 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.15% — -71,215 -100.0% Q3 2025 Nov 14, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.29% — -62,455 -100.0% Q3 2025 Oct 15, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.02% — -27,855 -100.0% Q3 2025 Nov 06, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.13% — -19,386 -100.0% Q3 2025 Nov 12, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.15% — -17,590 -100.0% Q3 2025 Nov 12, 2025
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -7,710 -100.0% Q3 2025 Nov 14, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.82% — -7,111 -100.0% Q3 2025 Nov 17, 2025
Meridian Wealth Partners, LLC History Closed out 0 0 — 0.04% — -5,404 -100.0% Q3 2025 Nov 13, 2025
Sonoma Allocations LLC History Closed out 0 0 — 0.1% — -5,275 -100.0% Q3 2025 Oct 24, 2025
Astoria Portfolio Advisors LLC. History Closed out 0 0 — 0.07% — -4,868 -100.0% Q3 2025 Oct 09, 2025
FIRST FOUNDATION ADVISORS History Closed out 0 0 — 0.01% — -4,790 -100.0% Q3 2025 Nov 17, 2025
Private Wealth Partners, LLC History Closed out 0 0 — 0.02% — -4,500 -100.0% Q3 2025 Nov 04, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.12% — -4,274 -100.0% Q3 2025 Oct 23, 2025
PATTEN & PATTEN INC/TN History Closed out 0 0 — 0.01% — -4,075 -100.0% Q3 2025 Oct 31, 2025
Sheridan Capital Management, LLC History Closed out 0 0 — 0.11% — -3,816 -100.0% Q3 2025 Oct 28, 2025
BESSEMER GROUP INC History Closed out 0 0 — 0.0% — -1,000 -100.0% Q3 2025 Nov 05, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.03% — -900 -100.0% Q3 2025 Nov 06, 2025
Park Square Financial Group, LLC History Closed out 0 0 — 0.03% — -152 -100.0% Q3 2025 Nov 12, 2025
Elequin Capital, LP History Closed out 0 0 — 0.0% — -81 -100.0% Q3 2025 Nov 14, 2025
CITIGROUP INC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Nov 10, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Oct 29, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -69 -100.0% Q3 2025 Nov 20, 2025
United Financial Planning Group LLC History Reduced 14 0 — 0.0% — -58 -80.56% Q4 2025 Feb 11, 2026
Oakworth Capital, Inc. History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Nov 04, 2025
ALERUS FINANCIAL NA History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2025 Nov 10, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2025 Oct 09, 2025
BARRETT & COMPANY, INC. History New 12 0 — — — +12 New Q4 2025 Jan 28, 2026
Plante Moran Financial Advisors, LLC History New 7 0 — — — +7 New Q4 2025 Feb 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 18 0 — — — 0 0.0% Q4 2025 Jan 22, 2026