Capital Group Dividend Value ETF - CGDV

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 63,490,640 2,770,731 0.76% 0.64% 1 +10,904,954 20.74% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 23,591,243 1,029,521 0.32% 0.3% 2 +1,465,566 6.62% Q4 2025 Feb 18, 2026
Capital International Investors History Added to 22,899,119 999,317 0.16% 0.15% 3 +397,762 1.77% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 22,831,150 996,351 0.06% 0.06% 4 -399,802 -1.72% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 18,829,604 821,723 0.24% 0.21% 5 +1,440,698 8.29% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 18,754,937 818,465 0.52% 0.47% 6 +2,061,385 12.35% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 16,746,936 730,836 0.05% 0.05% 7 +878,493 5.54% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 16,399,426 715,670 0.78% 0.7% 8 +2,082,860 14.55% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 16,311,223 711,821 0.13% 0.11% 9 +2,729,408 20.1% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 12,355,874 539,210 0.72% 0.6% 10 +1,398,146 12.76% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10,333,172 450,942 0.27% 0.22% 11 +2,478,686 31.56% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Added to 10,152,683 443,063 7.05% 6.65% 12 +692,635 7.32% Q4 2025 Feb 11, 2026
Advance Capital Management, Inc. History Added to 10,051,233 438,635 18.6% 17.91% 13 +231,646 2.36% Q4 2025 Jan 06, 2026
UBS Group AG History Added to 9,227,491 402,687 0.07% 0.05% 14 +953,559 11.52% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Added to 9,100,176 397,167 0.58% 0.47% 15 +1,112,690 13.93% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 7,054,003 307,837 0.81% 0.72% 16 +774,057 12.33% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 6,255,979 273,012 0.04% — 17 +6,255,979 New Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History Added to 5,788,946 252,629 10.47% 11.24% 18 +363,026 6.69% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 5,096,745 222,421 0.92% 0.85% 19 +678,022 15.34% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 4,921,276 214,764 0.52% 0.5% 20 +435,868 9.72% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 4,782,201 208,695 0.19% 0.15% 21 +917,334 23.74% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 3,541,612 154,555 0.95% 0.91% 22 +164,576 4.87% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Added to 3,511,207 153,228 0.72% 0.65% 23 +372,045 11.85% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 2,928,421 127,796 0.29% 0.27% 24 +242,466 9.03% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Added to 2,379,570 103,844 4.17% 4.05% 25 +687 0.03% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 2,379,691 103,752 0.54% 0.43% 26 +772,375 48.05% Q4 2025 Feb 17, 2026
Johnson Bixby & Associates, LLC History Added to 2,071,128 90,384 11.2% 10.82% 27 +62,875 3.13% Q4 2025 Jan 14, 2026
Mariner, LLC History Added to 2,056,636 89,751 0.11% 0.08% 28 +514,366 33.35% Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History Added to 2,045,637 89,271 2.18% 2.04% 29 +240,184 13.3% Q4 2025 Feb 09, 2026
CWM, LLC History Reduced 1,997,808 87,184 0.24% 0.26% 30 -84,218 -4.05% Q4 2025 Jan 26, 2026
Baird Financial Group, Inc. History Added to 1,856,075 80,999 0.13% 0.12% 31 +69,698 3.9% Q4 2025 Feb 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 1,853,415 80,883 6.2% 7.12% 32 +164,453 9.74% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,818,650 80,657 0.11% 0.11% 33 +85,687 4.94% Q4 2025 Jan 08, 2026
HighTower Advisors, LLC History Added to 1,803,336 78,697 0.09% 0.08% 34 +42,443 2.41% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 1,754,850 76,581 0.61% 0.65% 35 +64,689 3.83% Q4 2025 Jan 26, 2026
SEI INVESTMENTS CO History Added to 1,641,702 71,643 0.07% 0.06% 36 +240,811 17.19% Q4 2025 Feb 13, 2026
IAM Advisory, LLC History Added to 1,426,848 62,267 13.84% 4.57% 37 +943,584 195.25% Q4 2025 Jan 07, 2026
Equitable Holdings, Inc. History Added to 1,426,110 62,235 0.43% 0.25% 38 +609,343 74.6% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 1,412,930 61,660 0.08% 0.07% 39 +140,622 11.05% Q4 2025 Feb 02, 2026
Aptus Capital Advisors, LLC History Added to 1,372,295 59,886 0.43% 0.4% 40 +57,532 4.38% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 1,351,390 58,974 0.21% 0.16% 41 +507,081 60.06% Q4 2025 Feb 18, 2026
Integrated Wealth Concepts LLC History Added to 1,337,699 58,377 0.69% 0.46% 42 +124,222 10.24% Q4 2025 Feb 13, 2026
Souders Financial Advisors History Added to 1,321,368 57,664 6.6% 6.36% 43 +48,998 3.85% Q4 2025 Feb 02, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 1,252,659 54,666 3.4% 3.23% 44 +66,965 5.65% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 1,236,233 53,949 1.06% 1.0% 45 +92,197 8.06% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Reduced 1,132,811 49,435 0.01% 0.01% 46 -60,918 -5.1% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 1,121,607 48,947 0.8% 0.8% 47 +6,564 0.59% Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Added to 1,061,204 46,310 0.57% 0.51% 48 +117,746 12.48% Q4 2025 Jan 26, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 1,057,447 46,146 5.53% 5.1% 49 +31,185 3.04% Q4 2025 Feb 13, 2026
Erickson Financial Group, LLC History Added to 1,047,414 45,709 28.07% 27.43% 50 +8,061 0.78% Q4 2025 Jan 21, 2026
Western Wealth Management, LLC History Added to 1,036,355 45,226 2.08% 2.22% 51 +35,631 3.56% Q4 2025 Feb 05, 2026
Concurrent Investment Advisors, LLC History Added to 1,025,742 44,763 0.51% 0.5% 52 +331,081 47.66% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 1,015,100 44,298 0.01% 0.01% 53 +6,840 0.68% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 1,007,371 43,961 0.49% 0.42% 54 +127,240 14.46% Q4 2025 Feb 02, 2026
Summit Investment Advisory Services, LLC History Added to 1,005,641 43,886 16.56% 16.26% 55 +34,309 3.53% Q4 2025 Feb 04, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 941,618 41,092 0.08% 0.08% 56 +20,797 2.26% Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Added to 936,425 40,865 4.09% 3.97% 57 +42,604 4.77% Q4 2025 Feb 11, 2026
PARK NATIONAL CORP /OH/ History Added to 913,226 39,853 1.24% 1.19% 58 +7,751 0.86% Q4 2025 Jan 05, 2026
SK Wealth Management, LLC History Added to 881,619 39,708 11.07% 2.09% 59 +749,442 567.0% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 860,383 37,547 0.07% 0.04% 60 +367,119 74.43% Q4 2025 Mar 16, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 857,820 37,435 1.31% 1.22% 61 +8,790 1.04% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 828,480 36,154 0.88% 0.87% 62 +13,834 1.7% Q4 2025 Jan 28, 2026
Procyon Advisors, LLC History Added to 812,905 35,475 1.75% 1.93% 63 +38,112 4.92% Q4 2025 Jan 07, 2026
Mason Investment Advisory Services, Inc. History Added to 789,138 34,437 1.63% 1.0% 64 +312,731 65.64% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 765,786 33,418 0.06% 0.01% 65 +657,702 608.51% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 764,396 33,358 0.59% 0.64% 66 +81,072 11.86% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 761,901 33,249 0.07% 0.06% 67 +56,617 8.03% Q4 2025 Jan 23, 2026
AA Financial Advisors, LLC History Added to 755,250 32,959 6.09% 5.97% 68 +32,219 4.46% Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 752,076 32,820 0.67% 0.61% 69 +114,774 18.01% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 737,930 32,203 0.4% 0.35% 70 +99,755 15.63% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Added to 735,187 32,083 0.06% 41.72% 71 +521,378 243.85% Q4 2025 Feb 17, 2026
J. Derek Lewis & Associates Inc. History New 719,370 31,393 7.35% — 72 +719,370 New Q4 2025 Mar 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 704,003 30,722 0.53% 0.57% 73 +62,711 9.78% Q4 2025 Feb 19, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 691,471 30,175 10.94% 10.74% 74 +19,540 2.91% Q4 2025 Jan 13, 2026
Sanctuary Advisors, LLC History Reduced 649,426 28,340 0.15% 0.14% 75 -23,122 -3.44% Q4 2025 Jan 29, 2026
Midwest Heritage Bank, FSB History Added to 647,710 28,266 9.76% 9.61% 76 +1,857 0.29% Q4 2025 Feb 04, 2026
Wealth Science Advisors LLC History New 647,122 28,240 16.29% — 77 +647,122 New Q4 2025 Jan 28, 2026
Orion Porfolio Solutions, LLC History Added to 639,510 27,908 0.2% 0.2% 78 +19,172 3.09% Q4 2025 Feb 12, 2026
Royal Harbor Partners, LLC History Added to 637,867 27,836 9.2% 9.0% 79 +6,505 1.03% Q4 2025 Feb 19, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 634,213 27,677 3.79% 2.82% 80 +161,553 34.18% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Added to 629,240 27,460 0.97% 0.01% 81 +624,190 12360.2% Q4 2025 Jan 21, 2026
BLAIR WILLIAM & CO/IL History Added to 620,736 27,088 0.07% 0.06% 82 +99,721 19.14% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 620,107 27,061 1.71% 1.79% 83 -15,346 -2.41% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 612,244 26,718 0.49% 0.5% 84 +5,488 0.9% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 607,965 26,707 1.8% 1.76% 85 +48,665 8.7% Q4 2025 Jan 15, 2026
Ergawealth Advisors, Inc. History Added to 602,751 26,304 12.1% 11.33% 86 +23,943 4.14% Q4 2025 Jan 21, 2026
FSA WEALTH PARTNERS, INC. History Reduced 587,158 25,623 9.21% 9.97% 87 -28,379 -4.61% Q4 2025 Jan 30, 2026
Onyx Bridge Wealth Group LLC History Added to 582,929 25,439 2.71% 2.06% 88 +133,182 29.61% Q4 2025 Feb 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 578,395 25,241 0.63% 0.63% 89 +121 0.02% Q4 2025 Feb 09, 2026
Vestmark Advisory Solutions, Inc. History Added to 549,049 23,960 0.32% 0.41% 90 +31,694 6.13% Q4 2025 Feb 06, 2026
Teamwork Financial Advisors, LLC History New 545,485 23,804 2.4% — 91 +545,485 New Q4 2025 Jan 09, 2026
Capital Advantage, Inc. History Added to 534,368 23,319 3.15% 3.33% 92 +7,097 1.35% Q4 2025 Jan 07, 2026
Core Wealth Advisors, Inc. History Added to 531,587 23,198 6.02% 5.66% 93 +15,393 2.98% Q4 2025 Feb 17, 2026
Per Stirling Capital Management, LLC. History Added to 529,062 23,088 2.59% 1.16% 94 +297,324 128.3% Q4 2025 Feb 17, 2026
Main Line Retirement Advisors, LLC History Reduced 508,051 22,171 11.22% 11.13% 95 -7,860 -1.52% Q4 2025 Jan 21, 2026
New England Private Wealth Advisors LLC History Added to 507,441 22,144 2.76% 2.38% 96 +77,040 17.9% Q4 2025 Feb 13, 2026
KWB Wealth History Added to 501,612 21,890 2.07% 1.32% 97 +199,183 65.86% Q4 2025 Jan 12, 2026
Focus Partners Wealth History Added to 496,685 21,675 0.02% 0.03% 98 +10,676 2.2% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 496,245 21,656 0.42% 0.39% 99 +27,929 5.96% Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 492,481 21,491 1.27% 1.02% 100 +98,160 24.89% Q4 2025 Feb 10, 2026
Challenger Wealth Management History Added to 485,589 21,191 16.17% 15.68% 101 +8,288 1.74% Q4 2025 Feb 17, 2026
Wood Tarver Financial Group, LLC History Added to 480,154 20,953 5.88% 5.7% 102 +20,829 4.53% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 479,476 20,924 0.47% 0.49% 103 +32,296 7.22% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 459,715 20,061 0.4% 0.2% 104 +219,680 91.52% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 454,659 19,841 0.29% 0.22% 105 +110,016 31.92% Q4 2025 Feb 09, 2026
ACT Advisors, LLC. History Added to 449,105 19,598 7.72% 7.56% 106 +3,536 0.79% Q4 2025 Jan 14, 2026
RFG Advisory, LLC History Added to 430,492 18,786 0.35% 0.12% 107 +293,029 213.17% Q4 2025 Feb 03, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 425,712 18,578 12.35% 11.98% 108 +4,455 1.06% Q4 2025 Jan 09, 2026
Platt Wealth Management LLC History New 420,280 18,341 18.18% — 109 +420,280 New Q4 2025 Feb 06, 2026
REGIMEN WEALTH, LLC History Reduced 418,093 18,245 5.34% 5.26% 110 -3,665 -0.87% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History Added to 417,491 18,219 4.22% 3.91% 111 +15,759 3.92% Q4 2025 Feb 17, 2026
Forge Financial Services LLC History Added to 415,032 18,111 7.74% 8.0% 112 +12,256 3.04% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Added to 410,945 18,049 0.59% 0.54% 113 +35,988 9.6% Q4 2025 Feb 13, 2026
Entruity Wealth, LLC History Added to 408,252 17,816 12.7% 13.32% 114 +70 0.02% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Added to 407,299 17,774 0.31% 0.29% 115 +25,919 6.8% Q4 2025 Jan 22, 2026
VVR Holdings LLC History New 406,768 17,751 9.23% — 116 +406,768 New Q4 2025 Feb 11, 2026
WJ Wealth Management, LLC History Added to 404,925 17,670 7.74% 7.58% 117 +620 0.15% Q4 2025 Feb 05, 2026
SMITH, MOORE & CO. History Added to 404,184 17,638 1.33% 1.1% 118 +62,998 18.46% Q4 2025 Jan 23, 2026
JPMORGAN CHASE & CO History Added to 403,934 17,627 0.0% 0.0% 119 +121,831 43.19% Q4 2025 Feb 11, 2026
Kera Capital Partners, Inc. History Reduced 387,116 17,369 2.14% 2.47% 120 -5,157 -1.31% Q4 2025 Feb 23, 2026
Sunrise Financial Services, LLC History New 393,444 17,169 12.94% — 121 +393,444 New Q4 2025 Feb 11, 2026
Kropog Financial Group, LLC History Added to 387,561 16,913 13.1% 13.05% 122 +8,662 2.29% Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Added to 381,131 16,632 0.65% 0.64% 123 +3,420 0.91% Q4 2025 Jan 29, 2026
Carter Financial, LLC History New 363,751 15,874 14.01% — 124 +363,751 New Q4 2025 Mar 17, 2026
DAVENPORT & Co LLC History Added to 362,800 15,832 0.08% 0.06% 125 +116,006 47.01% Q4 2025 Jan 12, 2026
Clarity Retirement & Wealth, LLC History New 349,717 15,261 13.43% — 126 +349,717 New Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 341,726 15,193 1.29% 1.38% 127 -25,031 -6.82% Q4 2025 Jan 20, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 341,890 14,920 0.07% 0.07% 128 +31,034 9.98% Q4 2025 Feb 12, 2026
Michael Brady & Co., LLC History New 341,590 14,906 14.88% — 129 +341,590 New Q4 2025 Jan 27, 2026
Ruggaard & Associates LLC History Reduced 338,707 14,781 5.82% 5.88% 130 -35,300 -9.44% Q4 2025 Feb 20, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 335,748 14,652 4.82% 5.77% 131 -40,571 -10.78% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 332,880 14,526 0.65% 0.62% 132 +16,730 5.29% Q4 2025 Feb 13, 2026
KPP Advisory Services LLC History Added to 332,461 14,508 2.11% 1.55% 133 +83,804 33.7% Q4 2025 Feb 02, 2026
CJM Wealth Advisers, Ltd. History Added to 331,859 14,482 4.33% 2.81% 134 +114,327 52.56% Q4 2025 Jan 23, 2026
Gutierrez Wealth Advisory, LLC History Reduced 324,917 14,179 8.91% 9.3% 135 -21,083 -6.09% Q4 2025 Feb 06, 2026
Melone Private Wealth, LLC History New 319,721 13,952 5.92% — 136 +319,721 New Q4 2025 Jan 07, 2026
First Heartland Consultants, Inc. History Reduced 316,602 13,816 1.05% 1.08% 137 -2,478 -0.78% Q4 2025 Jan 09, 2026
Kaizen Financial Strategies History Added to 304,926 13,306 5.87% 5.56% 138 +14,641 5.04% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 301,920 13,176 0.38% 0.33% 139 +62,432 26.07% Q4 2025 Feb 12, 2026
Hartmann Taylor Wealth Management, LLC History Added to 298,867 13,042 8.8% 8.68% 140 +11,384 3.96% Q4 2025 Jan 15, 2026
PRINCIPAL SECURITIES, INC. History Added to 296,898 12,956 0.2% 0.17% 141 +56,326 23.41% Q4 2025 Feb 12, 2026
Code Waechter LLC History Added to 296,062 12,920 8.3% 7.85% 142 +8,166 2.84% Q4 2025 Jan 26, 2026
CLG LLC History Added to 295,217 12,883 3.21% 2.35% 143 +90,102 43.93% Q4 2025 Jan 15, 2026
Greenbush Financial Group, LLC History Added to 294,173 12,837 4.37% 4.07% 144 +41,977 16.64% Q4 2025 Jan 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 294,118 12,835 0.68% 0.7% 145 +28,396 10.69% Q4 2025 Jan 26, 2026
AMERIPRISE FINANCIAL INC History Added to 288,118 12,685 0.0% 0.0% 146 +265,711 1185.84% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 288,137 12,574 0.2% 0.24% 147 +8,057 2.88% Q4 2025 Mar 12, 2026
Rothschild Wealth LLC History New 287,143 12,530 1.2% — 148 +287,143 New Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 280,829 12,316 0.34% 0.27% 149 +54,493 24.08% Q4 2025 Jan 30, 2026
Bouvel Investment Partners, LLC History Added to 280,688 12,249 3.53% 3.36% 150 +19,387 7.42% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Reduced 276,611 12,071 0.05% 0.05% 151 -4,585 -1.63% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 275,958 12,042 0.51% 0.62% 152 -167,619 -37.79% Q4 2025 Feb 17, 2026
Swisher Financial Concepts, Inc. History Added to 270,859 11,820 6.71% 6.62% 153 +8,267 3.15% Q4 2025 Feb 10, 2026
Vigil Wealth Management, LLC History New 269,745 11,771 9.79% — 154 +269,745 New Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 268,909 11,735 0.06% — 155 +268,909 New Q4 2025 Feb 18, 2026
Clearview Wealth Advisors LLC History Reduced 267,294 11,664 7.39% 7.42% 156 -8,661 -3.14% Q4 2025 Feb 17, 2026
McCarthy Asset Management, Inc. History New 264,940 11,561 6.04% — 157 +264,940 New Q4 2025 Feb 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 264,834 11,557 0.68% 0.63% 158 +43,342 19.57% Q4 2025 Feb 10, 2026
IMG Wealth Management, Inc. History Added to 262,904 11,473 7.29% 7.04% 159 +15,232 6.15% Q4 2025 Feb 05, 2026
Essex Financial Services, Inc. History Added to 258,693 11,289 0.64% 0.59% 160 +22,038 9.31% Q4 2025 Feb 10, 2026
Gaddis Premier Wealth Advisors LLC History New 257,474 11,236 8.53% — 161 +257,474 New Q4 2025 Feb 11, 2026
Ridgeline Wealth Planning, LLC History Reduced 255,710 11,159 7.96% 8.24% 162 -5,202 -1.99% Q4 2025 Feb 03, 2026
Integrity Advisory Solutions, LLC History Added to 252,907 11,036 1.59% 1.67% 163 +4,195 1.69% Q4 2025 Feb 09, 2026
Tempus Wealth Planning, LLC History Reduced 251,817 10,989 2.52% 2.43% 164 -376 -0.15% Q4 2025 Jan 16, 2026
Armstrong, Fleming & Moore, Inc History Added to 250,179 10,917 5.04% 4.12% 165 +45,077 21.98% Q4 2025 Jan 16, 2026
Ameritas Advisory Services, LLC History Added to 249,530 10,889 0.41% 0.28% 166 +148,690 147.45% Q4 2025 Feb 04, 2026
Stratos Wealth Partners, LTD. History Added to 245,973 10,734 0.12% 0.08% 167 +81,269 49.34% Q4 2025 Jan 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 243,850 10,641 0.21% 0.21% 168 +11,233 4.83% Q4 2025 Feb 06, 2026
LongView Wealth Management History Added to 238,391 10,620 2.56% 2.25% 169 +40,478 20.45% Q4 2025 Jan 13, 2026
COZAD ASSET MANAGEMENT INC History Added to 239,446 10,449 0.81% 0.6% 170 +60,089 33.5% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 239,192 10,438 0.04% 0.03% 171 +36,434 17.97% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 238,544 10,410 0.06% 0.05% 172 +37,798 18.83% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Added to 237,999 10,386 0.79% 0.78% 173 +2,344 0.99% Q4 2025 Jan 07, 2026
CFS Investment Advisory Services, LLC History Added to 236,806 10,334 0.75% 0.66% 174 +30,553 14.81% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Reduced 236,177 10,306 0.55% 0.58% 175 -5,734 -2.37% Q4 2025 Jan 20, 2026
BetterWealth, LLC History Added to 235,393 10,272 2.34% 2.23% 176 +12,184 5.46% Q4 2025 Jan 15, 2026
NATIXIS ADVISORS, LLC History Added to 235,304 10,269 0.01% 0.01% 177 +133,297 130.67% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Added to 235,209 10,264 0.22% 0.21% 178 +8,360 3.69% Q4 2025 Feb 02, 2026
Smith Thornton Advisors LLC History Added to 230,690 10,067 5.12% 4.99% 179 +4,372 1.93% Q4 2025 Jan 14, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 230,696 10,060 1.34% 1.16% 180 +32,971 16.68% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 228,176 9,957 0.46% 0.27% 181 +159,893 234.16% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 226,713 9,893 0.54% 0.5% 182 +15,004 7.09% Q4 2025 Feb 10, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 225,819 9,854 4.47% 4.12% 183 +18,062 8.69% Q4 2025 Jan 26, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 220,370 9,616 4.75% 3.74% 184 +58,183 35.87% Q4 2025 Jan 30, 2026
StoneX Group Inc. History Reduced 218,453 9,594 0.42% 0.5% 185 -52,399 -19.35% Q4 2025 Feb 12, 2026
Fermata Advisors, LLC History Added to 217,395 9,487 2.28% 2.28% 186 +3,224 1.51% Q4 2025 Jan 08, 2026
Boyer Financial Services, Inc. History New 213,593 9,391 9.96% — 187 +213,593 New Q4 2025 Jan 30, 2026
Ball & Co Wealth Management Inc. History Added to 212,070 9,250 5.96% 5.79% 188 +5,120 2.47% Q4 2025 Jan 23, 2026
FreeGulliver LLC History Reduced 208,191 9,085 3.34% 4.1% 189 -10,596 -4.84% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 207,414 9,051 0.43% 0.36% 190 +10,523 5.34% Q4 2025 Jan 21, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 205,005 8,955 7.55% — 192 +205,005 New Q4 2025 Jan 20, 2026
Nicholson Meyer Capital Management, Inc. History Added to 205,222 8,955 6.77% 6.51% 191 +3,560 1.77% Q4 2025 Jan 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 204,371 8,918 0.53% 0.49% 193 +2,182 1.08% Q4 2025 Jan 20, 2026
U.S. Capital Wealth Advisors, LLC History Added to 202,724 8,846 0.23% 0.22% 194 +6,731 3.43% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 202,573 8,840 0.13% 0.1% 195 +13,437 7.1% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Added to 214,822 8,803 0.21% 0.14% 196 +39,361 22.43% Q4 2025 Feb 11, 2026
Richmond Investment Services, LLC History Added to 199,428 8,702 1.5% 1.54% 197 +2,854 1.45% Q4 2025 Feb 12, 2026
Keenan, LLC History New 193,434 8,441 7.42% — 198 +193,434 New Q4 2025 Mar 04, 2026
NOVEM GROUP History Added to 192,463 8,399 0.97% 0.93% 199 +2,601 1.37% Q4 2025 Jan 27, 2026
Olistico Wealth, LLC History Added to 190,401 8,309 4.05% 4.01% 200 +9,708 5.37% Q4 2025 Jan 13, 2026
IFG Advisory, LLC History Added to 190,107 8,296 0.36% 0.29% 201 +40,357 26.95% Q4 2025 Feb 10, 2026
Freedom Financial Partners LLC History Added to 188,087 8,208 2.99% 2.03% 202 +61,426 48.5% Q4 2025 Jan 06, 2026
Secure Asset Management, LLC History Added to 185,088 8,077 1.26% 1.18% 203 +16,123 9.54% Q4 2025 Jan 20, 2026
STEPHENS INC /AR/ History Added to 184,625 8,057 0.1% 0.07% 204 +53,221 40.5% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 184,331 8,044 0.08% 0.13% 205 -108,694 -37.09% Q4 2025 Feb 13, 2026
Dean, Jacobson Financial Services, LLC History New 184,177 8,037 5.1% — 206 +184,177 New Q4 2025 Feb 03, 2026
Koshinski Asset Management, Inc. History Reduced 181,046 7,900 0.51% 0.54% 207 -10,168 -5.32% Q4 2025 Feb 03, 2026
SITTNER & NELSON, LLC History Added to 171,112 7,780 2.75% 2.39% 208 +14,618 9.34% Q4 2025 Feb 11, 2026
Delta Investment Management, LLC History Reduced 178,020 7,768 1.35% 2.82% 209 -195,893 -52.39% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 173,436 7,568 0.05% 0.04% 210 +67,205 63.26% Q4 2025 Feb 18, 2026
PFG Advisors History Reduced 173,039 7,551 0.37% 0.58% 211 -164,885 -48.79% Q4 2025 Jan 27, 2026
Cauble & Harre Wealth Management, Inc. History New 171,065 7,465 6.26% — 212 +171,065 New Q4 2025 Feb 05, 2026
WealthCare Investment Partners, LLC History Added to 169,685 7,461 2.17% 1.44% 213 +64,921 61.97% Q4 2025 Jan 06, 2026
MGO ONE SEVEN LLC History Added to 168,693 7,361 0.15% 0.14% 214 +23,089 15.86% Q4 2025 Feb 03, 2026
BlueChip Wealth Advisors LLC History Added to 168,643 7,359 3.09% 2.96% 215 +3,804 2.31% Q4 2025 Feb 05, 2026
Pallas Capital Advisors LLC History Added to 166,081 7,247 0.24% 0.26% 216 +831 0.5% Q4 2025 Jan 14, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 165,443 7,219 4.37% — 217 +165,443 New Q4 2025 Feb 11, 2026
Cassady Wealth & Retirement Planning, LLC History New 157,417 6,869 4.48% — 218 +157,417 New Q4 2025 Apr 02, 2026
Prime Capital Investment Advisors, LLC History Added to 157,021 6,852 0.08% 0.08% 219 +13,375 9.31% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 154,656 6,749 0.03% — 220 +154,656 New Q4 2025 Feb 05, 2026
KINTRA WEALTH, LLC History Added to 154,605 6,746 0.94% 0.9% 221 +116,419 304.87% Q4 2025 Feb 18, 2026
Synergy Investment Management, LLC History Reduced 150,755 6,578 2.33% 2.48% 222 -3,870 -2.5% Q4 2025 Feb 06, 2026
Convergence Financial, LLC History Added to 150,289 6,558 0.96% 0.86% 223 +14,468 10.65% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History New 149,488 6,523 0.37% — 224 +149,488 New Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 149,018 6,503 0.0% — 225 +149,018 New Q4 2025 Feb 17, 2026
VICUS CAPITAL History Reduced 148,911 6,498 0.49% 0.49% 226 -2,930 -1.93% Q4 2025 Jan 22, 2026
Quantum Financial Planning Services, Inc. History Added to 143,049 6,242 2.26% 2.18% 227 +14,724 11.47% Q4 2025 Jan 15, 2026
Ausdal Financial Partners, Inc. History Added to 141,833 6,189 0.29% 0.25% 228 +18,715 15.2% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 140,231 6,160 0.08% 0.07% 229 +7,081 5.32% Q4 2025 Jan 23, 2026
Alliance Private Wealth, LLC History New 136,283 6,095 2.12% — 230 +136,283 New Q4 2025 Feb 13, 2026
BNB Wealth Management, LLC History New 139,154 6,072 3.91% — 231 +139,154 New Q4 2025 Feb 17, 2026
Harpswell Capital Advisors, LLC History Reduced 139,064 6,068 4.81% 6.91% 232 -33,406 -19.37% Q4 2025 Feb 11, 2026
Greenline Wealth Management LLC History New 139,045 6,067 6.28% — 233 +139,045 New Q4 2025 Feb 13, 2026
Future Financial Wealth Managment LLC History Added to 138,539 6,047 4.07% 3.56% 234 +4,145 3.08% Q4 2025 Jan 21, 2026
PCG Wealth Advisors, LLC History Added to 138,462 6,042 1.71% 1.19% 235 +41,244 42.42% Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History Added to 138,295 6,035 0.48% 0.38% 236 +28,794 26.3% Q4 2025 Feb 17, 2026
CGN Advisors LLC History Added to 137,154 5,985 0.47% 0.38% 237 +27,519 25.1% Q4 2025 Jan 05, 2026
Accel Wealth Management History Added to 136,266 5,946 1.63% 1.49% 238 +14,599 12.0% Q4 2025 Jan 20, 2026
Aurdan Capital Management, LLC History Reduced 135,438 5,910 1.82% 1.82% 239 -654 -0.48% Q4 2025 Jan 12, 2026
Smartleaf Asset Management LLC History Reduced 134,203 5,895 0.22% 0.35% 240 -2,612 -1.91% Q4 2025 Feb 13, 2026
M.E. ALLISON & CO., INC. History Added to 133,782 5,838 3.97% 3.77% 241 +5,006 3.89% Q4 2025 Jan 12, 2026
Evergreen Wealth Partners LLC History New 133,386 5,820 4.9% — 242 +133,386 New Q4 2025 Feb 05, 2026
Steffes Financial, Ltd. History New 133,043 5,806 3.03% — 243 +133,043 New Q4 2025 Feb 17, 2026
Bill Few Associates, Inc. History Added to 132,452 5,780 1.42% 1.38% 244 +4,842 3.79% Q4 2025 Jan 12, 2026
Balentine LLC History No change 131,411 5,734 0.22% 0.2% 245 0 0.0% Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 131,295 5,729 0.21% 0.26% 246 -109 -0.08% Q4 2025 Feb 09, 2026
First Pacific Financial History Added to 130,357 5,688 0.74% 0.49% 247 +45,839 54.24% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 128,955 5,627 0.08% 0.08% 248 +4,500 3.62% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 128,851 5,623 0.21% 0.19% 249 +12,294 10.55% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 128,148 5,592 0.01% 0.0% 250 +65,902 105.87% Q4 2025 Feb 11, 2026
VISTA INVESTMENT PARTNERS II, LLC History New 125,778 5,488 2.36% — 251 +125,778 New Q4 2025 Jan 22, 2026
Mascagni Wealth Management, Inc. History Added to 125,712 5,486 4.09% 3.55% 252 +16,501 15.11% Q4 2025 Feb 11, 2026
Smallwood Wealth Investment Management, LLC History Added to 124,054 5,413 2.83% 2.55% 253 +5,031 4.23% Q4 2025 Jan 23, 2026
Lodestone Wealth Management LLC History Reduced 122,103 5,328 2.17% 2.33% 254 -1,373 -1.11% Q4 2025 Jan 15, 2026
Ethos Financial Group, LLC History New 121,807 5,315 0.39% — 255 +121,807 New Q4 2025 Jan 20, 2026
Affiance Financial, LLC History Added to 119,710 5,224 0.84% 0.82% 256 +12,441 11.6% Q4 2025 Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 118,171 5,156 4.01% — 257 +118,171 New Q4 2025 Mar 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 116,887 5,100 0.12% 0.11% 258 +14,483 14.14% Q4 2025 Jan 29, 2026
Scott Capital Advisors, LLC History Added to 116,785 5,096 1.13% 0.87% 259 +26,483 29.33% Q4 2025 Jan 12, 2026
Milestone Investment Advisors LLC History Added to 116,687 5,092 1.23% 0.89% 260 +31,406 36.83% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 115,000 5,018 0.06% 0.05% 261 +18,817 19.56% Q4 2025 Feb 06, 2026
New England Capital Financial Advisors LLC History Added to 114,486 4,996 1.95% 1.77% 262 +15,377 15.52% Q4 2025 Feb 02, 2026
BlackDiamond Wealth Management, LLC History Added to 108,125 4,934 2.4% 2.32% 263 +6,737 6.64% Q4 2025 Feb 10, 2026
Clear Creek Financial Management, LLC History Added to 110,827 4,836 0.39% 0.39% 264 +3,597 3.35% Q4 2025 Jan 23, 2026
Bleakley Financial Group, LLC History Added to 110,268 4,812 0.08% 0.11% 265 +1,347 1.24% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Added to 109,566 4,781 0.18% 0.17% 266 +8,869 8.81% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History Added to 108,379 4,729 0.53% 0.2% 267 +72,441 201.57% Q4 2025 Feb 11, 2026
Aspire Growth Partners LLC History Added to 108,200 4,721 3.29% 3.16% 268 +5,157 5.0% Q4 2025 Feb 05, 2026
RM Financial Services, LLC History New 106,414 4,643 4.12% — 269 +106,414 New Q4 2025 Feb 11, 2026
Betterment LLC History Reduced 105,785 4,616 0.01% 0.01% 270 -12,714 -10.73% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 105,745 4,615 0.04% 0.03% 271 +12,539 13.45% Q4 2025 Jan 05, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 105,415 4,600 0.58% 0.34% 272 +47,087 80.73% Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 104,793 4,573 0.21% 0.21% 273 +105 0.1% Q4 2025 Feb 13, 2026
Bulwark Capital Corp History Added to 104,614 4,565 3.25% 3.2% 274 +6,799 6.95% Q4 2025 Jan 12, 2026
Fearless Solutions, LLC dba Best Invest History Added to 103,958 4,536 2.75% 2.74% 275 +2,116 2.08% Q4 2025 Jan 20, 2026
Armor Investment Advisors, LLC History Reduced 103,451 4,514 1.66% 1.4% 276 -2,001 -1.9% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Added to 102,802 4,486 0.11% 0.1% 277 +7,117 7.44% Q4 2025 Feb 17, 2026
WESPAC Advisors, LLC History Added to 102,552 4,475 2.43% 1.54% 278 +39,680 63.11% Q4 2025 Jan 14, 2026
Capital Analysts, LLC History Added to 102,497 4,473 0.14% 0.12% 279 +2,797 2.81% Q4 2025 Feb 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 101,906 4,447 0.08% 0.08% 280 +4,924 5.08% Q4 2025 Jan 07, 2026
J HAGAN CAPITAL, INC. History New 100,391 4,381 2.42% — 281 +100,391 New Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 99,082 4,323 0.14% 0.13% 282 +10,720 12.13% Q4 2025 Jan 14, 2026
LEIGH BALDWIN & CO., LLC History Added to 99,023 4,321 2.84% 0.86% 283 +62,590 171.79% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 97,632 4,260 0.0% 0.01% 284 -12,449 -11.31% Q4 2025 Jan 30, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 97,510 4,255 0.05% 0.05% 285 +4,990 5.39% Q4 2025 Feb 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 95,885 4,184 1.2% 1.18% 286 +5,138 5.66% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 94,973 4,144 0.33% 0.06% 287 +79,565 516.39% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 93,500 4,080 0.01% 0.01% 288 -37,800 -28.79% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 91,927 4,011 0.06% 0.02% 289 +55,772 154.26% Q4 2025 Feb 13, 2026
Tribridge Partners Financial LLC History Reduced 90,879 3,965 1.66% 1.91% 290 -7,418 -7.55% Q4 2025 Jan 26, 2026
Expressive Wealth LLC History New 89,216 3,893 4.2% — 291 +89,216 New Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 88,819 3,876 0.12% 0.18% 292 -55,921 -38.64% Q4 2025 Jan 09, 2026
HBW ADVISORY SERVICES LLC History Added to 88,692 3,870 0.42% 0.25% 293 +36,601 70.26% Q4 2025 Jan 23, 2026
Stonebridge Financial Group, LLC History Added to 88,678 3,869 0.33% 0.29% 294 +11,485 14.88% Q4 2025 Jan 21, 2026
Owen LaRue, LLC History Added to 88,616 3,867 1.47% 1.37% 295 +6,027 7.3% Q4 2025 Feb 05, 2026
UPTICK PARTNERS, LLC History Added to 86,679 3,782 0.81% 0.8% 296 +14,045 19.34% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 86,623 3,780 0.04% 0.03% 297 +46,000 113.24% Q4 2025 Jan 23, 2026
Kuhn & Co Investment Counsel History Added to 86,182 3,760 2.51% 2.53% 298 +10,235 13.48% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Added to 83,919 3,662 0.07% 0.05% 299 +31,497 60.08% Q4 2025 Feb 13, 2026
Roehl & Yi Investment Advisors, LLC History New 87,440 3,602 1.43% — 300 +87,440 New Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Reduced 82,250 3,589 0.24% 0.24% 301 -978 -1.18% Q4 2025 Feb 20, 2026
Carson Advisory Inc. History Added to 81,882 3,573 1.86% 1.8% 302 +2,657 3.35% Q4 2025 Feb 12, 2026
TrueWealth Financial Partners History New 81,862 3,572 2.95% — 303 +81,862 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 81,862 3,572 2.95% — 304 +81,862 New Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 81,637 3,562 0.24% 0.09% 305 +53,316 188.26% Q4 2025 Feb 03, 2026
SOL Capital Management CO History Added to 81,102 3,539 0.32% 0.3% 306 +1,800 2.27% Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Reduced 80,511 3,513 0.21% 1.3% 307 -628,457 -88.64% Q4 2025 Jan 30, 2026
Capital Investment Advisors, LLC History Added to 80,338 3,505 0.05% 0.05% 308 +10,725 15.41% Q4 2025 Jan 13, 2026
CreativeOne Wealth, LLC History Added to 79,910 3,487 0.08% 0.02% 309 +63,636 391.03% Q4 2025 Feb 13, 2026
A&I FINANCIAL SERVICES, LLC History Added to 79,136 3,453 1.64% 1.62% 310 +829 1.06% Q4 2025 Jan 28, 2026
Navis Wealth Advisors, LLC History New 78,577 3,429 1.45% — 311 +78,577 New Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 78,551 3,427 0.17% — 312 +78,551 New Q4 2025 Jan 28, 2026
Atria Investments, Inc History Reduced 78,018 3,404 0.04% 0.05% 313 -27,334 -25.95% Q4 2025 Feb 05, 2026
Investment Advisory Services Group LLC History New 77,344 3,375 3.0% — 314 +77,344 New Q4 2025 Feb 04, 2026
Jacobi Capital Management LLC History Added to 77,115 3,365 0.2% 0.17% 315 +12,057 18.53% Q4 2025 Feb 13, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 77,002 3,360 2.27% 2.1% 316 +1,688 2.24% Q4 2025 Feb 04, 2026
Latitude Advisors, LLC History Added to 75,970 3,315 1.46% 1.36% 317 +5,172 7.31% Q4 2025 Jan 27, 2026
COMERICA BANK History Added to 75,918 3,313 0.01% 0.01% 318 +6,940 10.06% Q4 2025 Jan 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 75,634 3,300 0.73% 0.77% 319 +596 0.79% Q4 2025 Jan 09, 2026
Simplicity Wealth,LLC History Added to 75,256 3,284 0.2% 0.08% 320 +40,555 116.87% Q4 2025 Jan 30, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 75,226 3,282 0.62% 0.44% 321 -200 -0.27% Q4 2025 Feb 02, 2026
APS Management Group, Inc. History New 75,043 3,274 2.8% — 322 +75,043 New Q4 2025 Jan 28, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 72,971 3,242 0.15% 0.11% 323 +27,035 58.85% Q4 2025 Feb 03, 2026
Oxinas Partners, LLC History Added to 74,231 3,239 1.56% 0.13% 324 +68,662 1232.93% Q4 2025 Jan 26, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 72,414 3,160 0.98% 0.44% 325 +47,616 192.02% Q4 2025 Jan 08, 2026
Turning Point Benefit Group, Inc. History Added to 72,329 3,156 1.65% 1.44% 326 +15,825 28.01% Q4 2025 Jan 30, 2026
Cooper Financial Group History Reduced 71,645 3,126 0.33% 0.47% 327 -28,963 -28.79% Q4 2025 Jan 08, 2026
Ameritas Investment Partners, Inc. History Added to 70,567 3,079 0.09% 0.09% 328 +3,131 4.64% Q4 2025 Feb 11, 2026
CALTON & ASSOCIATES, INC. History Added to 68,590 2,993 0.44% 0.3% 329 +20,520 42.69% Q4 2025 Feb 10, 2026
Focus Financial Network, Inc. History Added to 68,529 2,990 0.1% 0.1% 330 +4,243 6.6% Q4 2025 Jan 12, 2026
WCG Wealth Advisors LLC History Added to 68,043 2,969 0.08% 0.06% 331 +43,542 177.72% Q4 2025 Feb 10, 2026
Transcendent Capital Group LLC History Reduced 67,962 2,965 1.34% 1.31% 332 -1,793 -2.57% Q4 2025 Jan 26, 2026
LANDAAS & CO /WI /ADV History Added to 66,906 2,919 0.64% 0.26% 333 +40,058 149.2% Q4 2025 Jan 21, 2026
Total Clarity Wealth Management, Inc. History Added to 66,644 2,908 0.7% 0.69% 334 +5,039 8.18% Q4 2025 Feb 02, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 66,078 2,883 0.29% 0.34% 335 -10,326 -13.51% Q4 2025 Jan 27, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 64,871 2,830 0.2% 0.18% 336 -157 -0.24% Q4 2025 Jan 14, 2026
Clear Point Advisors Inc. History Added to 64,544 2,816 2.19% 1.87% 337 +7,141 12.44% Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 64,495 2,814 0.33% 0.33% 338 +2,896 4.7% Q4 2025 Jan 26, 2026
StrongBox Wealth, LLC History Added to 63,695 2,779 0.91% 0.87% 339 +2,377 3.88% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Reduced 63,197 2,757 0.03% 0.04% 341 -12,771 -16.81% Q4 2025 Jan 15, 2026
FIFTH THIRD SECURITIES, INC. History Added to 63,181 2,757 0.18% 0.17% 340 +2,724 4.51% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Added to 62,612 2,732 0.1% 0.1% 342 +9 0.01% Q4 2025 Feb 04, 2026
EQ WEALTH ADVISORS, LLC History Added to 62,187 2,713 1.6% 1.11% 343 +22,089 55.09% Q4 2025 Feb 02, 2026
Stratos Wealth Advisors, LLC History Added to 61,219 2,671 0.13% 0.12% 344 +33 0.05% Q4 2025 Jan 20, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 61,090 2,665 0.29% — 345 +61,090 New Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Added to 60,780 2,652 0.05% 0.05% 346 +2,448 4.2% Q4 2025 Jan 16, 2026
ADVISORTRUST PARTNERS, LLC History New 58,907 2,570 1.13% — 347 +58,907 New Q4 2025 Mar 10, 2026
Advyzon Investment Management, LLC History Added to 58,060 2,533 0.29% 0.23% 348 +26,300 82.81% Q4 2025 Feb 13, 2026
Financial Council, LLC History Added to 56,973 2,486 0.99% 0.77% 349 +15,455 37.22% Q4 2025 Feb 05, 2026
Beta Wealth Group, Inc. History Reduced 56,104 2,448 0.98% 0.95% 350 -1,037 -1.81% Q4 2025 Feb 13, 2026
EVERPAR ADVISORS LLC History Reduced 55,930 2,440 0.9% 1.91% 351 -58,893 -51.29% Q4 2025 Jan 07, 2026
Keating Financial Advisory Services, Inc. History New 55,074 2,403 0.33% — 352 +55,074 New Q4 2025 Feb 09, 2026
Riverview Capital Advisers, LLC History Added to 54,813 2,392 0.72% 0.6% 353 +5,031 10.11% Q4 2025 Feb 17, 2026
Orca Wealth Management, LLC History Reduced 53,043 2,384 1.71% 1.72% 354 -1,032 -1.91% Q4 2025 Feb 06, 2026
Creative Planning History Added to 52,320 2,283 0.0% 0.0% 355 +12,236 30.53% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 51,555 2,250 0.16% — 356 +51,555 New Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 51,194 2,234 0.17% 0.17% 357 +1,269 2.54% Q4 2025 Jan 07, 2026
Herold Advisors, Inc. History Added to 50,985 2,225 0.5% 0.46% 358 +4,231 9.05% Q4 2025 Feb 17, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 49,667 2,167 0.49% 0.17% 359 +34,177 220.64% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History New 49,572 2,163 0.07% — 360 +49,572 New Q4 2025 Jan 06, 2026
Cornerstone Wealth Management, LLC History Added to 49,582 2,163 0.11% 0.06% 361 +23,182 87.81% Q4 2025 Feb 05, 2026
Atlas Legacy Advisors, LLC History Added to 48,263 2,104 0.37% 0.34% 362 +6,145 14.59% Q4 2025 Jan 29, 2026
Selby Wealth Management, LLC History New 47,493 2,072 0.84% — 363 +47,493 New Q4 2025 Feb 13, 2026
Merited Wealth, LLC History New 47,434 2,070 1.92% — 364 +47,434 New Q4 2025 Mar 26, 2026
Walkner Condon Financial Advisors LLC History Added to 47,039 2,052 0.29% 0.19% 365 +18,596 65.38% Q4 2025 Jan 21, 2026
Pines Wealth Management, LLC History Added to 46,598 2,033 0.66% 0.65% 366 +516 1.12% Q4 2025 Feb 02, 2026
Widmann Financial Services, Inc. History Added to 46,476 2,028 1.24% 0.9% 367 +12,547 36.98% Q4 2025 Feb 18, 2026
Astoria Portfolio Advisors LLC. History New 44,572 2,027 0.46% — 368 +44,572 New Q4 2025 Feb 24, 2026
ZEGA Investments, LLC History New 45,950 2,005 0.24% — 369 +45,950 New Q4 2025 Jan 27, 2026
Keystone Financial Group History New 44,368 1,936 0.14% — 370 +44,368 New Q4 2025 Feb 06, 2026
Northwest Financial Advisors History Reduced 44,032 1,921 3.95% 2.44% 371 -1,160 -2.57% Q4 2025 Jan 26, 2026
OneAscent Financial Services LLC History New 43,691 1,906 0.18% — 372 +43,691 New Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 43,660 1,905 0.0% — 373 +43,660 New Q4 2025 Feb 05, 2026
Altus Wealth Group LLC History Added to 43,220 1,886 0.75% 0.24% 374 +29,150 207.18% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Added to 42,751 1,865 0.39% 0.4% 375 +118 0.28% Q4 2025 Jan 14, 2026
High Net Worth Advisory Group LLC History Added to 42,353 1,848 0.43% 0.34% 376 +8,324 24.46% Q4 2025 Jan 23, 2026
WEALTH ALLIANCE, LLC History New 42,248 1,843 0.18% — 377 +42,248 New Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 41,391 1,843 0.06% 0.01% 378 +35,501 602.73% Q4 2025 Jan 23, 2026
Burford Brothers, Inc. History Added to 42,230 1,842 0.76% 0.59% 379 +9,410 28.67% Q4 2025 Feb 05, 2026
LYNCH & ASSOCIATES/IN History Added to 42,208 1,841 0.35% 0.32% 380 +3,193 8.18% Q4 2025 Jan 07, 2026
SUMMIT WEALTH GROUP LLC / CO History New 41,774 1,823 0.24% — 381 +41,774 New Q4 2025 Feb 04, 2026
Parsonex Advisory Services, Inc. History Added to 41,719 1,820 1.16% 0.93% 382 +9,119 27.97% Q4 2025 Feb 12, 2026
MRWM Advisors, LLC History Reduced 40,123 1,750 0.94% 0.98% 383 -747 -1.83% Q4 2025 Jan 26, 2026
Rather & Kittrell, Inc. History No change 40,056 1,748 0.28% 0.29% 384 0 0.0% Q4 2025 Jan 28, 2026
Summit Global Investments History Added to 39,599 1,728 0.1% 0.09% 385 +3,087 8.45% Q4 2025 Feb 18, 2026
Goldstone Financial Group, LLC History Added to 39,465 1,722 0.19% 0.17% 386 +5,975 17.84% Q4 2025 Feb 13, 2026
Saxony Capital Management, LLC History Added to 39,184 1,709 1.05% 0.47% 387 +22,160 130.17% Q4 2025 Jan 15, 2026
Wealthcare Capital Partners, LLC History Added to 39,081 1,705 0.8% 0.64% 388 +5,985 18.08% Q4 2025 Jan 14, 2026
Trinity Wealth Management, LLC History Added to 38,731 1,690 0.62% 0.59% 389 +1,156 3.08% Q4 2025 Jan 15, 2026
Capital Management Associates, Inc History New 38,324 1,672 0.37% — 390 +38,324 New Q4 2025 Jan 21, 2026
Trueblood Wealth Management, LLC History Added to 38,128 1,663 0.65% 0.57% 391 +3,586 10.38% Q4 2025 Jan 21, 2026
Bridgewealth Advisory Group, LLC History Added to 37,777 1,648 0.36% 0.32% 392 +4,771 14.45% Q4 2025 Feb 04, 2026
DMKC Advisory Services, LLC History Added to 37,709 1,645 0.72% 0.69% 393 +5,135 15.76% Q4 2025 Jan 30, 2026
PRIVATE TRUST CO NA History Added to 37,601 1,640 0.14% 0.12% 394 +6,438 20.66% Q4 2025 Jan 26, 2026
LaSalle St. Investment Advisors, LLC History Added to 36,746 1,603 0.26% 0.24% 395 +4,702 14.67% Q4 2025 Feb 17, 2026
Investment Insight Wealth Management, LLC History New 36,655 1,599 1.57% — 396 +36,655 New Q4 2025 Feb 24, 2026
Belpointe Asset Management LLC History Added to 36,259 1,582 0.06% 0.06% 397 +851 2.4% Q4 2025 Jan 27, 2026
Hopwood Financial Services, Inc. History Added to 36,207 1,580 1.11% 0.7% 398 +11,324 45.51% Q4 2025 Jan 16, 2026
Waverly Advisors, LLC History Added to 36,201 1,579 0.01% 0.0% 399 +26,221 262.74% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 36,096 1,575 0.03% — 400 +36,096 New Q4 2025 Feb 11, 2026
Professional Financial Advisors, LLC History Reduced 35,997 1,570 0.32% 0.32% 401 -375 -1.03% Q4 2025 Jan 15, 2026
MSH Capital Advisors LLC History Added to 35,900 1,566 0.33% 0.24% 402 +14,293 66.15% Q4 2025 Feb 09, 2026
GWN SECURITIES INC. History Added to 35,860 1,564 0.32% 0.28% 403 +7,490 26.4% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Added to 35,760 1,560 0.01% 0.01% 404 +5,422 17.87% Q4 2025 Jan 28, 2026
CITIGROUP INC History Added to 35,443 1,546 0.0% 0.0% 405 +31,657 836.16% Q4 2025 Feb 13, 2026
Investment Advisory Group, LLC History Added to 35,364 1,543 0.4% 0.18% 406 +19,536 123.43% Q4 2025 Jan 23, 2026
KOM Wealth Management Group, LLC History Added to 35,049 1,529 1.08% 1.09% 407 +584 1.69% Q4 2025 Jan 23, 2026
Litman Gregory Wealth Management LLC History Reduced 34,638 1,511 0.11% 0.11% 408 -161 -0.46% Q4 2025 Feb 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 34,370 1,499 0.57% 0.34% 409 +15,500 82.14% Q4 2025 Jan 27, 2026
NWAM LLC History Added to 33,453 1,492 0.08% 0.07% 410 +2,470 7.97% Q4 2025 Feb 04, 2026
CPA Asset Management Group, LLC History Added to 34,034 1,485 0.52% 0.52% 411 +1,657 5.12% Q4 2025 Jan 13, 2026
Integrated Advisors Network LLC History Added to 33,990 1,483 0.07% 0.01% 412 +27,529 426.08% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Reduced 31,741 1,385 0.09% 0.09% 413 -139 -0.44% Q4 2025 Jan 22, 2026
44 WEALTH MANAGEMENT LLC History Added to 31,595 1,378 0.46% 0.43% 414 +1,375 4.55% Q4 2025 Feb 09, 2026
Stratos Investment Management, LLC History Added to 31,391 1,369 0.05% 0.05% 415 +586 1.9% Q4 2025 Jan 20, 2026
Southland Equity Partners LLC History Added to 31,335 1,367 0.27% 0.22% 416 +5,140 19.62% Q4 2025 Jan 14, 2026
SteelPeak Wealth, LLC History Reduced 31,295 1,365 0.04% 0.07% 417 -16,054 -33.91% Q4 2025 Jan 20, 2026
Tradition Wealth Management, LLC History Added to 30,632 1,336 0.1% 0.09% 418 +527 1.75% Q4 2025 Feb 11, 2026
WFA of San Diego, LLC History Reduced 30,206 1,318 0.96% 0.87% 419 -142 -0.47% Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 29,939 1,306 0.46% 0.34% 420 +25,845 631.29% Q4 2025 Jan 20, 2026
ProCore Advisors, LLC History New 29,863 1,303 1.34% — 421 +29,863 New Q4 2025 Jan 21, 2026
BROWN ADVISORY INC History Added to 29,096 1,269 0.0% 0.0% 422 +853 3.02% Q4 2025 Feb 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Added to 27,959 1,220 0.38% 0.32% 423 +3,495 14.29% Q4 2025 Jan 22, 2026
Elm3 Financial Group, LLC History Reduced 27,754 1,211 1.0% 1.12% 424 -4,890 -14.98% Q4 2025 Jan 22, 2026
Auxano Advisors, LLC History New 26,996 1,178 0.23% — 425 +26,996 New Q4 2025 Feb 06, 2026
CWS Financial Advisors, LLC History Added to 26,559 1,159 0.31% 0.3% 426 +1,137 4.47% Q4 2025 Feb 06, 2026
Clear Harbor Asset Management, LLC History New 26,450 1,154 0.08% — 427 +26,450 New Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 26,239 1,145 0.03% 0.04% 428 +603 2.35% Q4 2025 Feb 05, 2026
Blueprint Investment Partners LLC History Added to 26,008 1,134 0.12% 0.09% 429 +11,252 76.25% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History Added to 25,251 1,101 0.18% 0.14% 430 +4,324 20.66% Q4 2025 Jan 23, 2026
Blueprint Financial Advisors LLC History Added to 25,071 1,094 0.17% 0.13% 431 +10,315 69.9% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 24,853 1,084 0.23% 0.26% 432 +1,351 5.75% Q4 2025 Feb 13, 2026
Mann Financial Group, Inc. History Reduced 24,745 1,079 1.04% 1.11% 433 -2,050 -7.65% Q4 2025 Feb 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 24,622 1,074 0.02% 0.02% 434 -2,457 -9.07% Q4 2025 Feb 09, 2026
BARRETT & COMPANY, INC. History Reduced 24,594 1,073 0.36% 0.38% 435 -1,792 -6.79% Q4 2025 Jan 28, 2026
Strategic Investment Solutions, Inc. /IL History Added to 24,484 1,068 0.26% 0.22% 436 +4,742 24.02% Q4 2025 Feb 27, 2026
Certified Advisory Corp History Added to 24,457 1,067 0.1% 0.1% 437 +185 0.76% Q4 2025 Jan 12, 2026
Curtis Advisory Group, LLC History Reduced 23,000 1,003 0.21% 0.47% 438 -25,956 -53.02% Q4 2025 Jan 23, 2026
OakTrust Wealth Advisors, LLC History New 22,029 961 0.89% — 439 +22,029 New Q4 2025 Feb 27, 2026
Whipplewood Advisors, LLC History Added to 21,970 958 0.62% 0.3% 440 +11,200 103.99% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 21,895 955 0.12% 0.11% 441 +462 2.16% Q4 2025 Jan 13, 2026
National Wealth Management Group, LLC History Added to 21,745 948 0.33% 0.3% 442 +2,994 15.97% Q4 2025 Jan 12, 2026
Stonebridge Financial Group, LLC / MO History New 21,643 944 0.82% — 444 +21,643 New Q4 2025 Feb 04, 2026
ORBA Wealth Advisors, L.L.C. History No change 21,650 944 0.82% 0.75% 443 0 0.0% Q4 2025 Feb 05, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 21,567 941 0.26% 0.19% 445 +5,416 33.53% Q4 2025 Jan 13, 2026
BANQUE PICTET & CIE SA History No change 21,469 936 0.01% 0.01% 446 0 0.0% Q4 2025 Jan 16, 2026
BANK OF MONTREAL /CAN/ History Added to 21,332 930 0.0% 0.0% 447 +3,185 17.55% Q4 2025 Feb 12, 2026
Freestate Advisors LLC History Added to 20,758 905 0.74% 0.65% 448 +2,283 12.36% Q4 2025 Jan 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 20,223 882 0.0% 0.0% 449 +14,788 272.09% Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Added to 20,110 877 0.07% 0.05% 450 +5,441 37.09% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 19,994 872 0.0% 0.0% 451 +7,536 60.49% Q4 2025 Feb 18, 2026
NavPoint Financial, Inc. History Added to 19,966 871 0.37% 0.34% 452 +4,419 28.42% Q4 2025 Jan 20, 2026
ORG Partners LLC History Added to 19,906 868 0.15% 0.13% 453 +5,115 34.58% Q4 2025 Jan 14, 2026
Financial Perspectives, Inc History Added to 19,617 856 0.23% 0.19% 454 +3,498 21.7% Q4 2025 Jan 28, 2026
Stablepoint Partners, LLC History Added to 19,610 855 0.13% 0.13% 455 +804 4.28% Q4 2025 Jan 13, 2026
Birchwood Financial Partners, Inc. History New 19,232 839 0.83% — 456 +19,232 New Q4 2025 Feb 19, 2026
Csenge Advisory Group History Added to 19,220 838 0.04% 0.02% 457 +10,289 115.21% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Added to 19,176 836 0.09% 0.07% 458 +3,266 20.53% Q4 2025 Feb 05, 2026
CapWealth Advisors, LLC History Reduced 19,097 833 0.06% 0.06% 459 -2,060 -9.74% Q4 2025 Feb 06, 2026
Cannon Wealth Management Services, LLC History Reduced 19,071 832 0.59% 0.66% 460 -1,794 -8.6% Q4 2025 Jan 27, 2026
Lantern Wealth Advisors, LLC History Added to 19,027 830 0.44% 0.35% 461 +3,267 20.73% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History New 18,652 813 0.07% — 462 +18,652 New Q4 2025 Feb 18, 2026
Coppell Advisory Solutions LLC History Added to 18,378 807 0.08% 0.07% 463 +2,007 12.26% Q4 2025 Feb 17, 2026
WARNER FINANCIAL, INC History Added to 18,463 806 0.28% 0.25% 464 +2,430 15.16% Q4 2025 Jan 21, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,172 793 0.0% 0.0% 465 +10,362 132.68% Q4 2025 Feb 17, 2026
SFG Wealth Management, LLC. History New 18,110 790 0.31% — 466 +18,110 New Q4 2025 Feb 03, 2026
Avant Capital LLC History Added to 18,022 786 0.54% 0.36% 467 +5,771 47.11% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 17,970 784 0.06% 0.04% 468 +4,901 37.5% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History New 17,922 782 0.03% — 469 +17,922 New Q4 2025 Jan 21, 2026
Core Wealth Partners LLC History Added to 17,897 781 0.35% 0.34% 470 +38 0.21% Q4 2025 Feb 17, 2026
Wisconsin Wealth Advisors, LLC History New 17,835 778 0.76% — 471 +17,835 New Q4 2025 Jan 07, 2026
Snowden Capital Advisors LLC History Added to 17,774 775 0.02% 0.02% 472 +2,563 16.85% Q4 2025 Feb 17, 2026
Security Financial Services, INC. History Added to 17,668 771 0.12% 0.11% 473 +1,212 7.37% Q4 2025 Jan 27, 2026
Clark Capital Management Group, Inc. History Added to 17,496 763 0.0% 0.0% 474 +7,512 75.24% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Added to 17,174 749 0.17% 0.09% 475 +6,883 66.88% Q4 2025 Feb 02, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 16,876 736 0.01% 0.01% 476 +62 0.37% Q4 2025 Feb 02, 2026
Anchor Investment Management, LLC History Added to 16,698 728 0.06% 0.04% 477 +4,263 34.28% Q4 2025 Feb 26, 2026
NORDEN GROUP LLC History No change 16,555 722 0.07% 0.07% 478 0 0.0% Q4 2025 Jan 13, 2026
Lincoln Capital LLC History Reduced 16,385 715 0.13% 0.13% 479 -255 -1.53% Q4 2025 Jan 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 16,372 714 0.0% 0.0% 480 +4,398 36.73% Q4 2025 Feb 06, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 16,015 713 0.92% 1.12% 481 -2,001 -11.11% Q4 2025 Feb 23, 2026
Clearwave Capital, LLC History New 16,138 704 0.52% — 482 +16,138 New Q4 2025 Mar 02, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 16,096 703 0.22% 0.24% 483 -148 -0.91% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 15,972 697 0.01% 0.0% 484 +14,762 1220.0% Q4 2025 Jan 16, 2026
Trilogy Capital Inc. History Reduced 15,685 684 0.03% 0.04% 485 -5,115 -24.59% Q4 2025 Jan 22, 2026
AE Wealth Management LLC History Added to 15,287 667 0.0% 0.0% 486 +5,553 57.05% Q4 2025 Jan 26, 2026
BEAM WEALTH ADVISORS, INC. History Added to 15,057 657 0.18% 0.16% 487 +1,434 10.53% Q4 2025 Feb 04, 2026
Realta Investment Advisors History Added to 15,051 656 0.21% 0.2% 488 +604 4.18% Q4 2025 Jan 20, 2026
PFG Investments, LLC History Added to 14,917 650 0.03% 0.02% 489 +3,854 34.84% Q4 2025 Jan 26, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 14,859 648 0.22% 0.21% 490 +36 0.24% Q4 2025 Jan 22, 2026
VestGen Investment Management History Reduced 14,350 626 0.35% 0.37% 491 -198 -1.36% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Added to 14,300 624 0.0% 0.0% 492 +5,600 64.37% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Added to 14,265 622 0.05% 0.05% 493 +1,080 8.19% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History New 13,904 606 0.0% — 494 +13,904 New Q4 2025 Feb 17, 2026
CIM, LLC History Added to 13,535 590 0.08% 0.06% 495 +2,255 19.99% Q4 2025 Feb 18, 2026
Ascent Group, LLC History Added to 13,536 590 0.02% 0.02% 496 +109 0.81% Q4 2025 Jan 20, 2026
NORTHERN TRUST CORP History Added to 13,383 584 0.0% 0.0% 497 +2,264 20.36% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 13,386 584 0.03% 0.03% 498 +982 7.92% Q4 2025 Mar 04, 2026
Clarus Group, Inc. History New 13,320 581 0.21% — 499 +13,320 New Q4 2025 Jan 16, 2026
Atlas Private Wealth Advisors History Added to 13,244 577 0.13% 0.12% 500 +1,805 15.78% Q4 2025 Feb 05, 2026
Troutman Wealth Management, LLC History New 13,118 572 0.47% — 501 +13,118 New Q4 2025 Feb 18, 2026
Signature Wealth Management Group History Reduced 12,974 566 0.23% 0.21% 502 -46 -0.35% Q4 2025 Jan 15, 2026
NWF Advisory Services Inc. History Added to 12,927 564 0.06% 0.06% 504 +388 3.09% Q4 2025 Mar 03, 2026
Prospect Financial Services LLC History Added to 12,925 564 0.32% 0.3% 503 +312 2.47% Q4 2025 Feb 06, 2026
Vantus Wealth LLC History New 12,543 547 0.4% — 505 +12,543 New Q4 2025 Feb 10, 2026
McIlrath & Eck, LLC History No change 12,477 544 0.05% 0.05% 506 0 0.0% Q4 2025 Feb 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 12,144 529 0.08% 0.07% 507 +883 7.84% Q4 2025 Feb 03, 2026
FinDec Wealth Services, Inc. History Reduced 12,035 525 0.56% 0.53% 508 -244 -1.99% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History New 11,646 508 0.02% — 509 +11,646 New Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 11,547 503 0.26% 0.18% 510 -109 -0.94% Q4 2025 Feb 18, 2026
Larson Financial Group LLC History Added to 11,517 502 0.02% 0.01% 511 +2,687 30.43% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 11,422 498 0.0% 0.0% 512 +782 7.35% Q4 2025 Feb 11, 2026
Rubicon Advisors, GP History New 11,257 491 0.45% — 515 +11,257 New Q4 2025 Mar 09, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 11,268 491 0.27% 0.18% 514 +3,538 45.77% Q4 2025 Jan 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,265 491 0.02% 0.01% 513 +2,641 30.62% Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Reduced 11,211 489 0.06% 0.07% 516 -544 -4.63% Q4 2025 Jan 26, 2026
Root Financial Partners, LLC History Added to 11,060 482 0.02% 0.02% 517 +3,076 38.53% Q4 2025 Feb 10, 2026
Cushing Capital Partners, LLC History Added to 11,047 482 0.36% 0.36% 518 +1 0.01% Q4 2025 Jan 14, 2026
Fisher Asset Management, LLC History Added to 10,910 476 0.0% 0.0% 519 +1,908 21.2% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 10,928 476 0.05% 0.04% 520 +757 7.44% Q4 2025 Jan 29, 2026
CVFG LLC History Added to 10,721 467 0.32% 0.31% 521 +492 4.81% Q4 2025 Feb 06, 2026
TBH Global Asset Management, LLC History Added to 10,469 456 0.08% 0.08% 522 +515 5.17% Q4 2025 Jan 29, 2026
WEALTHGARDEN F.S. LLC History Reduced 9,914 442 0.29% 0.3% 523 -71 -0.71% Q4 2025 Feb 11, 2026
Ballew Advisors, Inc History New 9,777 434 0.24% — 524 +9,777 New Q4 2025 Jan 14, 2026
Octavia Wealth Advisors, LLC History Reduced 9,965 434 0.04% 0.05% 525 -1,449 -12.69% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History Added to 9,904 432 0.03% 0.01% 526 +4,758 92.46% Q4 2025 Feb 17, 2026
Envision Financial Planning, LLC History Added to 9,788 427 0.16% 0.17% 527 +58 0.6% Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History No change 9,738 424 0.06% 0.06% 528 0 0.0% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Reduced 9,691 422 0.05% 0.05% 529 -110 -1.12% Q4 2025 Jan 22, 2026
Compton Financial Group, LLC History New 9,574 417 0.09% — 530 +9,574 New Q4 2025 Feb 05, 2026
Francis Financial, Inc. History No change 9,486 413 0.08% 0.07% 531 0 0.0% Q4 2025 Feb 11, 2026
Strategic Financial Concepts, LLC History New 9,339 407 0.37% — 533 +9,339 New Q4 2025 Feb 09, 2026
Moors & Cabot, Inc. History Added to 9,340 407 0.02% 0.01% 532 +4,187 81.25% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History Reduced 9,267 404 0.0% 0.01% 534 -378 -3.92% Q4 2025 Jan 29, 2026
Capital Planning LLC History No change 9,057 398 0.11% 0.11% 535 0 0.0% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History New 9,119 397 0.0% — 536 +9,119 New Q4 2025 Feb 11, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 9,040 394 0.18% — 538 +9,040 New Q4 2025 Feb 06, 2026
RiverFront Investment Group, LLC History No change 9,050 394 0.01% 0.01% 537 0 0.0% Q4 2025 Feb 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 9,013 393 0.04% 0.04% 539 -217 -2.35% Q4 2025 Jan 20, 2026
BETO FINANCIAL GROUP, LLC History New 8,739 392 0.26% — 540 +8,739 New Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History Added to 8,982 391 0.05% 0.06% 541 +152 1.72% Q4 2025 Jan 23, 2026
tru Independence LLC History Added to 8,874 387 0.1% 0.1% 542 +36 0.41% Q4 2025 Jan 22, 2026
Osprey Private Wealth LLC History New 8,842 385 0.11% — 543 +8,842 New Q4 2025 Feb 04, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 8,842 385 0.1% 0.09% 544 +1,552 21.29% Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 8,802 384 0.04% — 545 +8,802 New Q4 2025 Apr 01, 2026
Arax Advisory Partners History Reduced 8,728 380 0.01% 0.01% 546 -5,947 -40.52% Q4 2025 Feb 13, 2026
Plan Group Financial, LLC History New 8,677 378 0.1% — 547 +8,677 New Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 8,599 375 0.0% — 548 +8,599 New Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 8,610 375 0.01% 0.02% 549 -2,257 -20.77% Q4 2025 Feb 03, 2026
TrueWealth Advisors, LLC History New 8,432 367 0.1% — 550 +8,432 New Q4 2025 Jan 07, 2026
Savvy Advisors, Inc. History Added to 8,384 365 0.01% 0.01% 551 +3,021 56.33% Q4 2025 Jan 20, 2026
Carnegie Lake Advisors LLC History Added to 8,349 364 0.14% 0.11% 552 +1,254 17.67% Q4 2025 Feb 10, 2026
HFG Advisors, Inc. History No change 8,340 363 0.26% 0.26% 553 0 0.0% Q4 2025 Feb 13, 2026
High Falls Advisors, Inc History No change 8,232 359 0.07% 0.07% 554 0 0.0% Q4 2025 Feb 18, 2026
Balboa Wealth Partners History Reduced 8,198 357 0.06% 0.06% 555 -238 -2.82% Q4 2025 Jan 16, 2026
Corient Private Wealth LLC History New 8,092 353 0.0% — 556 +8,092 New Q4 2025 Mar 09, 2026
McNamara Financial Services, Inc. History Added to 8,027 350 0.07% 0.05% 557 +1,776 28.41% Q4 2025 Jan 21, 2026
AUCTUS ADVISORS LLC History New 7,962 347 0.32% — 558 +7,962 New Q4 2025 Jan 14, 2026
KANE INVESTMENT MANAGEMENT, INC. History New 7,854 342 0.17% — 560 +7,854 New Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 7,853 342 0.04% 0.04% 559 +363 4.85% Q4 2025 Jan 09, 2026
Wealthspire Retirement, LLC History Added to 7,817 341 0.02% 0.01% 561 +2,393 44.12% Q4 2025 Feb 18, 2026
Creekside Partners History No change 7,794 340 0.14% 0.14% 562 0 0.0% Q4 2025 Feb 13, 2026
KERR FINANCIAL PLANNING Corp History No change 7,516 334 0.45% 0.45% 563 0 0.0% Q4 2025 Feb 10, 2026
Triad Wealth Partners, LLC History New 7,640 333 0.03% — 564 +7,640 New Q4 2025 Jan 22, 2026
Triton Wealth Management, PLLC History No change 7,393 329 0.12% 0.12% 565 0 0.0% Q4 2025 Feb 05, 2026
Wedmont Private Capital History New 7,442 328 0.01% — 566 +7,442 New Q4 2025 Jan 08, 2026
Regal Investment Advisors LLC History New 7,409 323 0.02% — 567 +7,409 New Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 7,382 322 0.01% 0.0% 568 +1,130 18.07% Q4 2025 Jan 23, 2026
SAPIENT CAPITAL LLC History Added to 7,345 322 0.0% 0.0% 569 +449 6.51% Q4 2025 Feb 05, 2026
NORTHLAND SECURITIES, INC. History New 7,311 319 0.31% — 570 +7,311 New Q4 2025 Jan 23, 2026
Berger Financial Group, Inc History Reduced 7,295 318 0.02% 0.02% 571 -118 -1.59% Q4 2025 Jan 27, 2026
Bruce G. Allen Investments, LLC History Reduced 7,265 317 0.21% 0.23% 573 -478 -6.17% Q4 2025 Feb 10, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 7,274 317 0.02% 0.03% 572 0 0.0% Q4 2025 Jan 16, 2026
OpenArc Corporate Advisory, LLC History New 7,077 308 0.01% — 574 +7,077 New Q4 2025 Feb 13, 2026
WORLD EQUITY GROUP, INC. History Reduced 7,022 306 0.09% 0.07% 575 -537 -7.1% Q4 2025 Jan 12, 2026
GeoWealth Management, LLC History Added to 6,982 304 0.01% 0.01% 576 +1,171 20.15% Q4 2025 Feb 17, 2026
CONSILIO WEALTH ADVISORS, LLC History New 6,845 298 0.09% — 577 +6,845 New Q4 2025 Mar 19, 2026
QTR Family Wealth, LLC History Reduced 6,507 296 0.13% 0.13% 578 -68 -1.03% Q4 2025 Feb 13, 2026
Grant Street Asset Management, Inc. History Reduced 6,761 295 0.06% 0.06% 579 -330 -4.65% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History Reduced 6,679 291 0.02% 0.02% 580 -439 -6.17% Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 6,788 288 0.03% — 581 +6,788 New Q4 2025 Mar 24, 2026
Sonoma Allocations LLC History Reduced 6,352 285 0.09% 0.11% 582 -818 -11.41% Q4 2025 Feb 23, 2026
Signal Advisors Wealth, LLC History New 6,486 283 0.02% — 583 +6,486 New Q4 2025 Jan 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 6,464 282 0.01% — 584 +6,464 New Q4 2025 Jan 30, 2026
MFA Wealth Services History Added to 6,381 278 0.19% 0.17% 585 +460 7.77% Q4 2025 Jan 15, 2026
Brown Miller Wealth Management, LLC History Reduced 6,284 274 0.08% 0.09% 586 -1,166 -15.65% Q4 2025 Jan 23, 2026
SEEDS INVESTOR LLC History No change 6,300 274 0.05% 0.06% 587 0 0.0% Q4 2025 Jan 27, 2026
Evanson Asset Management, LLC History Added to 6,258 273 0.01% 0.01% 588 +419 7.18% Q4 2025 Jan 12, 2026
KMT WEALTH MANAGEMENT, LLC History No change 6,187 270 0.14% 0.14% 589 0 0.0% Q4 2025 Feb 05, 2026
Principia Wealth Advisory, LLC History Added to 6,091 265 0.17% 0.11% 590 +2,126 53.62% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 6,029 263 0.0% — 591 +6,029 New Q4 2025 Feb 18, 2026
Rollins Financial Advisors, LLC History New 5,923 258 0.04% — 592 +5,923 New Q4 2025 Feb 04, 2026
Worthington Financial Partners, LLC History New 5,871 256 0.23% — 593 +5,871 New Q4 2025 Mar 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 5,854 255 0.01% 0.01% 594 0 0.0% Q4 2025 Jan 16, 2026
SHP Wealth Management History New 5,821 254 0.02% — 595 +5,821 New Q4 2025 Mar 04, 2026
Sound View Wealth Advisors Group, LLC History No change 5,769 251 0.02% 0.02% 596 0 0.0% Q4 2025 Jan 08, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 5,696 248 0.12% 0.12% 597 +24 0.42% Q4 2025 Jan 22, 2026
Orcam Financial Group History Added to 5,493 239 0.18% 0.18% 598 +41 0.75% Q4 2025 Feb 06, 2026
Duncan Williams Asset Management, LLC History New 5,231 234 0.06% — 599 +5,231 New Q4 2025 Feb 05, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History New 5,275 230 0.06% — 600 +5,275 New Q4 2025 Jan 26, 2026
Allegheny Financial Group History Added to 5,271 230 0.03% 0.04% 601 +22 0.42% Q4 2025 Feb 02, 2026
Synergy Financial Group, LTD History No change 5,290 230 0.16% 0.15% 602 0 0.0% Q4 2025 Feb 17, 2026
Third View Private Wealth, LLC History New 5,168 225 0.03% — 603 +5,168 New Q4 2025 Jan 23, 2026
Operose Advisors LLC History No change 5,150 224 0.05% 0.05% 604 0 0.0% Q4 2025 Feb 10, 2026
Avion Wealth History Reduced 5,109 222 0.05% 0.06% 605 -1,291 -20.17% Q4 2025 Jan 23, 2026
WALLER FINANCIAL PLANNING GROUP, INC History New 5,000 218 0.05% — 606 +5,000 New Q4 2025 Jan 13, 2026
HTG Investment Advisors, Inc. History New 5,000 218 0.07% — 607 +5,000 New Q4 2025 Feb 02, 2026
HARMONY ASSET MANAGEMENT LLC History No change 5,007 218 0.07% 0.07% 608 0 0.0% Q4 2025 Feb 06, 2026
SFE Investment Counsel History No change 4,973 217 0.03% 0.03% 609 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Wealth Group, LLC History Added to 4,962 216 0.01% 0.01% 610 +38 0.77% Q4 2025 Jan 26, 2026
Colonial River Investments, LLC History New 4,944 215 0.08% — 611 +4,944 New Q4 2025 Feb 04, 2026
DOVER ADVISORS, LLC History Reduced 4,862 212 0.08% 0.09% 612 -300 -5.81% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History New 4,818 210 0.0% — 613 +4,818 New Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History No change 4,734 207 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 05, 2026
Krilogy Financial LLC History New 4,624 206 0.01% — 615 +4,624 New Q4 2025 Jan 27, 2026
Heritage Trust Co History New 4,704 205 0.02% — 616 +4,704 New Q4 2025 Feb 10, 2026
Worth Asset Management, LLC History New 4,694 204 0.09% — 618 +4,694 New Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Added to 4,689 204 0.0% 0.0% 617 +3,087 192.7% Q4 2025 Feb 13, 2026
4WEALTH ADVISORS, INC. History New 4,612 201 0.17% — 619 +4,612 New Q4 2025 Jan 21, 2026
Security National Bank History No change 3,714 162 0.02% 0.02% 620 0 0.0% Q4 2025 Feb 05, 2026
Oakworth Capital, Inc. History No change 3,650 159 0.01% 0.01% 621 0 0.0% Q4 2025 Jan 30, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 3,540 154 0.07% 0.05% 622 +1,022 40.59% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History New 3,374 147 0.01% — 623 +3,374 New Q4 2025 Jan 27, 2026
Russell Investments Group, Ltd. History Reduced 3,259 142 0.0% 0.0% 624 -458 -12.32% Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 2,792 121 0.03% 0.03% 625 +6 0.22% Q4 2025 Feb 03, 2026
Center for Financial Planning, Inc. History No change 2,571 112 0.01% 0.01% 626 0 0.0% Q4 2025 Feb 05, 2026
CX Institutional History Added to 2,438 106 0.0% 0.0% 627 +596 32.36% Q4 2025 Feb 02, 2026
Vermillion & White Wealth Management Group, LLC History Added to 2,442 106 0.06% 0.06% 628 +37 1.54% Q4 2025 Feb 18, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,303 100 0.09% 0.06% 629 -10,780 -82.4% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History No change 2,151 93 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 13, 2026
MAI Capital Management History New 2,100 91 0.0% — 631 +2,100 New Q4 2025 Feb 13, 2026
Financial Freedom, LLC History New 2,004 87 0.04% — 632 +2,004 New Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,964 85 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,618 70 0.0% — 634 +1,618 New Q4 2025 Feb 13, 2026
Archer Investment Corp History Added to 1,608 70 0.02% 0.02% 635 +6 0.37% Q4 2025 Jan 30, 2026
Clearstead Advisors, LLC History Added to 1,526 66 0.0% 0.0% 636 +1,105 262.47% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History No change 1,512 65 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History New 1,427 63 0.0% — 638 +1,427 New Q4 2025 Jan 21, 2026
Godfrey Financial Associates, Inc. History New 1,329 58 0.05% — 640 +1,329 New Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History No change 1,347 58 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 16, 2026
CENTRAL TRUST Co History Added to 1,329 57 0.0% 0.0% 641 +99 8.05% Q4 2025 Feb 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 1,267 55 0.01% — 642 +1,267 New Q4 2025 Feb 09, 2026
Jessup Wealth Management, Inc History New 1,175 51 0.02% — 644 +1,175 New Q4 2025 Feb 11, 2026
Banco de Sabadell, S.A History No change 1,180 51 0.03% 0.03% 643 0 0.0% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,149 50 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 07, 2026
SIGNATUREFD, LLC History No change 1,113 48 0.0% 0.0% 646 0 0.0% Q4 2025 Jan 20, 2026
BOKF, NA History Reduced 1,046 45 0.0% 0.0% 647 -680 -39.4% Q4 2025 Feb 03, 2026
ARVEST INVESTMENTS, INC. History Reduced 1,033 45 0.01% 0.01% 648 -517 -33.35% Q4 2025 Jan 20, 2026
Trust Co History Added to 903 39 0.0% 0.0% 649 +79 9.59% Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 849 37 0.0% 0.0% 650 +411 93.84% Q4 2025 Jan 13, 2026
TD Capital Management LLC History New 779 34 0.0% — 651 +779 New Q4 2025 Feb 26, 2026
SageView Advisory Group, LLC History New 766 33 0.0% — 652 +766 New Q4 2025 Feb 17, 2026
Hughes Financial Services, LLC History No change 774 33 0.01% 0.01% 653 0 0.0% Q4 2025 Feb 11, 2026
Triumph Capital Management History New 750 32 0.01% — 654 +750 New Q4 2025 Feb 12, 2026
TUCKER ASSET MANAGEMENT LLC History New 743 32 0.01% — 657 +743 New Q4 2025 Feb 05, 2026
Bay Harbor Wealth Management, LLC History New 740 32 0.01% — 656 +740 New Q4 2025 Feb 02, 2026
FLAGSHIP WEALTH ADVISORS, LLC History New 738 32 0.01% — 658 +738 New Q4 2025 Feb 11, 2026
Financial Gravity Asset Management, Inc. History No change 740 32 0.01% 0.01% 655 0 0.0% Q4 2025 Feb 13, 2026
Financial Connections Group, Inc. History No change 690 30 0.01% 0.01% 659 0 0.0% Q4 2025 Jan 23, 2026
Global Trust Asset Management, LLC History Reduced 600 26 0.01% 0.05% 660 -1,820 -75.21% Q4 2025 Jan 20, 2026
Pflug Koory, LLC History New 584 25 0.01% — 661 +584 New Q4 2025 Jan 20, 2026
Indiana Trust & Investment Management Co History No change 560 24 0.01% 0.01% 662 0 0.0% Q4 2025 Jan 21, 2026
New Millennium Group LLC History No change 569 24 0.01% 0.01% 663 0 0.0% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History Added to 505 22 0.0% 0.0% 664 +4 0.8% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History No change 513 22 0.01% 0.01% 665 0 0.0% Q4 2025 Feb 12, 2026
Johnson Financial Group, Inc. History New 500 21 0.0% — 666 +500 New Q4 2025 Feb 12, 2026
Modus Advisors, LLC History New 500 21 0.01% — 668 +500 New Q4 2025 Feb 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 492 21 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 23, 2026
First Command Advisory Services, Inc. History Added to 464 20 0.0% 0.0% 669 +105 29.25% Q4 2025 Feb 11, 2026
Concord Wealth Partners History No change 398 17 0.0% 0.0% 670 0 0.0% Q4 2025 Jan 29, 2026
Y.D. More Investments Ltd History No change 386 16 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 21, 2026
Scarborough Advisors, LLC History Added to 303 13 0.0% 0.0% 672 +2 0.66% Q4 2025 Feb 17, 2026
BankPlus Trust Department History No change 300 13 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 27, 2026
Migdal Insurance & Financial Holdings Ltd. History New 236 10 0.0% — 675 +236 New Q4 2025 Jan 28, 2026
Hanson & Doremus Investment Management History No change 237 10 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 20, 2026
FMR LLC History New 173 7 0.0% — 676 +173 New Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History New 165 7 0.0% — 678 +165 New Q4 2025 Jan 22, 2026
HANTZ FINANCIAL SERVICES, INC. History New 150 7 0.0% — 677 +150 New Q4 2025 Feb 09, 2026
Roble, Belko & Company, Inc History Added to 139 6 0.0% 0.0% 679 +25 21.93% Q4 2025 Jan 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 118 5 0.0% 0.0% 680 -1,048 -89.88% Q4 2025 Feb 09, 2026
MCGUIRE CAPITAL ADVISORS INC History New 133 5 0.0% — 685 +133 New Q4 2025 Feb 19, 2026
FINANCIAL CONSULATE, INC History New 120 5 0.0% — 681 +120 New Q4 2025 Jan 22, 2026
Pinnacle Bancorp, Inc. History Reduced 117 5 0.0% 0.0% 682 -105 -47.3% Q4 2025 Jan 22, 2026
Central Pacific Bank - Trust Division History Added to 116 5 0.0% 0.0% 683 +11 10.48% Q4 2025 Jan 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 129 5 0.0% 0.0% 684 +1 0.78% Q4 2025 Feb 17, 2026
FIRST FINANCIAL CORP /IN/ History New 111 4 0.0% — 686 +111 New Q4 2025 Jan 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 43 1 0.0% 0.0% 687 -26 -37.68% Q4 2025 Jan 14, 2026
Navalign, LLC History New 25 1 0.0% — 688 +25 New Q4 2025 Feb 05, 2026
Mach-1 Financial Group, LLC History Closed out 0 0 — 1.67% — -248,712 -100.0% Q3 2025 Nov 12, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -60,944 -100.0% Q3 2025 Nov 10, 2025
Premier Path Wealth Partners, LLC History Closed out 0 0 — 0.2% — -37,746 -100.0% Q3 2025 Nov 04, 2025
Fortis Group Advisors, LLC History Closed out 0 0 — 0.15% — -20,021 -100.0% Q3 2025 Nov 07, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -9,059 -100.0% Q3 2025 Nov 14, 2025
RPS ADVISORY SOLUTIONS LLC History Closed out 0 0 — 0.17% — -8,254 -100.0% Q3 2025 Nov 14, 2025
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -7,806 -100.0% Q3 2025 Nov 03, 2025
Glaxis Capital Management, LLC History Closed out 0 0 — 0.49% — -7,000 -100.0% Q3 2025 Nov 07, 2025
Waterloo Capital, L.P. History Closed out 0 0 — 0.02% — -5,622 -100.0% Q3 2025 Nov 05, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -4,942 -100.0% Q3 2025 Nov 12, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 — 0.0% — -4,845 -100.0% Q3 2025 Nov 13, 2025
BOYUM WEALTH ARCHITECTS LLC History Closed out 0 0 — 0.12% — -4,790 -100.0% Q3 2025 Oct 02, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.09% — -3,473 -100.0% Q3 2025 Nov 10, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -3,464 -100.0% Q3 2025 Oct 21, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -1,658 -100.0% Q3 2025 Nov 12, 2025
FNY Investment Advisers, LLC History Closed out 0 0 — 0.01% — -900 -100.0% Q3 2025 Dec 15, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 — 0.0% — -747 -100.0% Q3 2025 Nov 10, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.03% — -546 -100.0% Q3 2025 Oct 20, 2025
JDM Financial Group LLC History Closed out 0 0 — 0.01% — -424 -100.0% Q3 2025 Oct 21, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -142 -100.0% Q3 2025 Nov 07, 2025
Newbridge Financial Services Group, Inc. History New 1 0 — — — +1 New Q4 2025 Jan 21, 2026
BlackRock, Inc. History New 1 0 — — — +1 New Q4 2025 Feb 12, 2026