FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - CIBR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 15,457,943 1,104,469 0.08% 0.08% 1 +597,519 4.02% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 13,557,064 968,652 0.06% 0.06% 2 +394,758 3.0% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 5,810,145 415,134 0.11% 0.12% 3 +430,986 8.01% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 5,602,461 400,295 0.06% 0.07% 4 -678 -0.01% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 4,708,419 336,416 0.06% 0.06% 5 +417,396 9.73% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,441,650 174,455 0.05% 0.06% 6 +187,723 8.33% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,293,935 163,902 0.03% — 7 +2,293,935 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,788,894 127,795 0.03% 0.03% 8 +127,189 7.65% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,172,628 83,784 0.11% 0.11% 9 +74,431 6.78% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 1,053,364 75,281 0.05% 0.06% 10 +25,633 2.49% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 895,765 64,002 0.07% 0.07% 11 +69,887 8.46% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 844,512 60,340 0.0% 0.0% 12 +45,074 5.64% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 844,045 60,326 0.09% 0.08% 13 +76,586 9.98% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 788,964 56,372 0.15% 0.13% 14 +180,037 29.57% Q4 2025 Feb 05, 2026
CWM, LLC History Reduced 730,867 52,220 0.14% 0.17% 15 -1,840 -0.25% Q4 2025 Jan 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 729,589 52,129 0.9% 1.1% 16 +47,438 6.95% Q4 2025 Feb 19, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 713,158 50,955 0.02% 0.02% 17 -37,177 -4.95% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 710,823 50,792 0.05% 0.05% 18 +32,531 4.8% Q4 2025 Feb 13, 2026
Capital Asset Advisory Services LLC History Added to 696,254 50,262 2.02% 2.21% 19 +22,024 3.27% Q4 2025 Jan 09, 2026
Rockefeller Capital Management L.P. History Added to 640,759 45,782 0.08% 0.07% 20 +152,586 31.26% Q4 2025 Mar 16, 2026
Private Advisor Group, LLC History Added to 549,045 39,229 0.18% 0.2% 21 +24,276 4.63% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 492,718 35,204 0.04% 0.04% 22 +56,268 12.89% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 449,471 32,114 0.02% 0.02% 23 +71,627 18.96% Q4 2025 Feb 10, 2026
CITIGROUP INC History Added to 426,746 30,491 0.01% 0.01% 24 +17,296 4.22% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 408,663 29,198 0.41% 0.0% 25 +405,357 12261.25% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 376,346 26,890 0.06% 0.06% 26 +19,028 5.33% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 330,548 23,617 0.1% 0.11% 27 +24,290 7.93% Q4 2025 Feb 13, 2026
Enclave Advisors LLC History Reduced 329,755 23,560 3.34% 4.05% 28 -18,974 -5.44% Q4 2025 Jan 14, 2026
PINNACLE ASSOCIATES LTD History Added to 325,709 23,271 0.3% 0.32% 29 +10,867 3.45% Q4 2025 Feb 05, 2026
&PARTNERS History Added to 322,441 22,977 0.12% 0.13% 30 +57,610 21.75% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 321,068 22,940 0.06% 0.06% 31 +39,701 14.11% Q4 2025 Feb 13, 2026
Rockport Wealth LLC History Added to 285,990 20,434 3.97% 4.15% 32 +17,455 6.5% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 276,482 19,762 0.01% 0.01% 33 +67,447 32.27% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 276,391 19,748 0.03% 0.03% 34 +4,137 1.52% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History Added to 252,821 18,064 0.33% 0.37% 35 +4,774 1.92% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 236,819 16,920 0.01% 0.01% 36 +19,865 9.16% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 222,780 15,917 0.11% 0.11% 37 +17,209 8.37% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 222,254 15,880 0.2% 0.22% 38 +2,108 0.96% Q4 2025 Jan 29, 2026
BANK HAPOALIM BM History Reduced 215,600 15,405 1.34% 2.23% 39 -22,755 -9.55% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 202,727 14,484 0.05% 0.07% 40 -2,462 -1.2% Q4 2025 Feb 18, 2026
American Financial Advisors, LLC History Reduced 200,035 14,292 1.84% 2.07% 41 -11,176 -5.29% Q4 2025 Feb 03, 2026
Clearwater Capital Advisors, LLC History Added to 199,021 14,220 1.19% 1.28% 42 +2,052 1.04% Q4 2025 Feb 09, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History New 194,800 13,918 4.5% — 43 +194,800 New Q4 2025 Feb 12, 2026
Sargent Investment Group, LLC History Reduced 191,021 13,648 1.71% 2.13% 44 -5,655 -2.88% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 189,731 13,556 0.08% 0.09% 45 +8,366 4.61% Q4 2025 Jan 29, 2026
LM Advisors LLC History Reduced 937 13,111 0.24% 0.14% 46 -12,174 -92.85% Q4 2025 Feb 13, 2026
Legacy Edge Advisors, LLC History New 183,006 13,075 1.43% — 47 +183,006 New Q4 2025 Feb 02, 2026
Destiny Wealth Partners, LLC History Added to 165,513 11,931 1.37% 1.46% 48 +8,446 5.38% Q4 2025 Feb 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 166,702 11,910 0.0% 0.0% 49 +37,400 28.92% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 166,236 11,877 0.59% 0.73% 50 +3,380 2.08% Q4 2025 Jan 07, 2026
APPLETON PARTNERS INC/MA History Reduced 162,489 11,610 0.76% 0.83% 51 -630 -0.39% Q4 2025 Jan 09, 2026
Ashton Thomas Private Wealth, LLC History Added to 157,049 11,221 0.27% 0.31% 52 +472 0.3% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Added to 154,807 11,060 0.24% 0.25% 53 +10,080 6.96% Q4 2025 Feb 02, 2026
Arkadios Wealth Advisors History Added to 151,966 10,857 0.21% 0.28% 54 +338 0.22% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 149,478 10,790 0.01% 0.02% 55 +4,619 3.19% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Added to 150,166 10,729 0.08% 0.07% 56 +48,711 48.01% Q4 2025 Feb 18, 2026
Joseph Group Capital Management History Added to 145,991 10,431 2.74% 3.11% 57 +1,059 0.73% Q4 2025 Jan 30, 2026
Silverleafe Capital Partners, LLC History Reduced 143,673 10,265 3.04% 3.41% 58 -2,873 -1.96% Q4 2025 Jan 12, 2026
EFG International AG History New 133,215 9,518 0.18% — 59 +133,215 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 132,983 9,501 0.08% 0.01% 60 +118,324 807.18% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Added to 130,609 9,332 0.05% 0.06% 61 +4,218 3.34% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 130,182 9,301 0.05% 0.04% 62 +19,018 17.11% Q4 2025 Jan 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 124,777 8,915 0.61% 0.66% 63 +8,328 7.15% Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History Reduced 123,253 8,806 0.13% 0.12% 64 -994 -0.8% Q4 2025 Feb 02, 2026
Prospera Financial Services Inc History Reduced 119,691 8,560 0.14% 0.16% 65 -1,836 -1.51% Q4 2025 Feb 09, 2026
Avestar Capital, LLC History Added to 118,727 8,483 0.55% 0.58% 66 +1,963 1.68% Q4 2025 Feb 10, 2026
Plotkin Financial Advisors, LLC History Added to 118,359 8,456 4.13% 4.4% 67 +1,179 1.01% Q4 2025 Feb 19, 2026
Federation des caisses Desjardins du Quebec History Added to 113,128 8,082 0.03% 0.03% 68 +15,805 16.24% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 113,098 8,080 0.01% 0.01% 69 -8,538 -7.02% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 107,597 7,687 0.21% 0.23% 70 +900 0.84% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 105,590 7,544 0.06% 0.06% 71 +23,155 28.09% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 105,083 7,508 0.01% 0.01% 72 -3,187 -2.94% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History Added to 103,229 7,450 1.82% 1.88% 73 +8,232 8.67% Q4 2025 Jan 29, 2026
IAM Advisory, LLC History Reduced 104,112 7,438 1.65% 1.79% 74 -503 -0.48% Q4 2025 Jan 07, 2026
BANK OF MONTREAL /CAN/ History Added to 103,225 7,375 0.0% 0.0% 75 +28,093 37.39% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 102,549 7,327 0.34% 0.37% 76 +3,019 3.03% Q4 2025 Feb 13, 2026
Hobart Private Capital, LLC History Reduced 102,526 7,325 1.43% 1.64% 77 -811 -0.78% Q4 2025 Jan 27, 2026
Phoenix Financial Ltd. History Added to 128,803 7,255 0.08% 0.03% 78 +93,754 267.49% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Added to 100,423 7,172 0.04% 0.05% 79 +2,744 2.81% Q4 2025 Jan 27, 2026
J.W. COLE ADVISORS, INC. History Added to 101,451 7,171 0.17% 0.14% 80 +4,629 4.78% Q4 2025 Feb 11, 2026
NTV ASSET MANAGEMENT LLC History Added to 97,228 6,946 0.74% 0.79% 81 +1,923 2.02% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Added to 95,181 6,800 0.01% 0.01% 82 +3,730 4.08% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 94,702 6,763 0.01% 0.01% 83 +3,780 4.16% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 93,283 6,665 0.0% 0.0% 84 +79,884 596.19% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 92,466 6,606 0.01% 0.01% 85 +10,695 13.08% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 92,250 6,591 1.48% 1.6% 86 +2,047 2.27% Q4 2025 Feb 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History New 91,526 6,539 0.55% — 87 +91,526 New Q4 2025 Jan 15, 2026
STEPHENS INC /AR/ History Added to 90,869 6,492 0.08% 0.09% 88 +860 0.96% Q4 2025 Feb 05, 2026
PECAUT & CO. History Added to 90,213 6,445 2.08% 2.18% 89 +958 1.07% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 89,697 6,408 0.16% 0.19% 90 -6,083 -6.35% Q4 2025 Feb 09, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 89,420 6,389 0.17% 0.18% 91 -173 -0.19% Q4 2025 Jan 23, 2026
BENJAMIN EDWARDS INC History Reduced 89,291 6,381 0.07% 0.08% 92 -634 -0.71% Q4 2025 Feb 02, 2026
Quaker Wealth Management, LLC History Added to 89,159 6,370 2.02% 2.17% 93 +1,510 1.72% Q4 2025 Jan 28, 2026
Stratos Wealth Partners, LTD. History Reduced 87,836 6,275 0.07% 0.08% 94 -4,065 -4.42% Q4 2025 Jan 20, 2026
WESPAC Advisors SoCal, LLC History Reduced 86,506 6,180 1.25% 1.37% 95 -1,992 -2.25% Q4 2025 Jan 07, 2026
Qube Research & Technologies Ltd History Added to 85,854 6,134 0.01% 0.01% 96 +7,625 9.75% Q4 2025 Feb 17, 2026
SFI Advisors, LLC History Reduced 83,826 5,989 3.84% 4.09% 97 -626 -0.74% Q4 2025 Feb 11, 2026
O'Connor Financial Group LLC History Added to 83,581 5,918 2.36% 2.6% 98 +2,116 2.6% Q4 2025 Jan 26, 2026
Rooted Wealth Advisors, Inc. History Added to 87,696 5,834 1.64% 1.2% 99 +36,351 70.8% Q4 2025 Feb 09, 2026
COMERICA BANK History Added to 79,712 5,695 0.02% 0.02% 100 +9,612 13.71% Q4 2025 Jan 29, 2026
Jaffetilchin Investment Partners, LLC History Reduced 78,603 5,616 0.33% 0.36% 101 -966 -1.21% Q4 2025 Jan 15, 2026
StoneCrest Wealth Management, Inc. History Added to 77,872 5,563 2.25% 2.42% 102 +5,301 7.3% Q4 2025 Jan 16, 2026
BLAIR WILLIAM & CO/IL History Added to 76,402 5,458 0.01% 0.01% 103 +8,334 12.24% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 75,779 5,414 0.1% 0.12% 104 -10,836 -12.51% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 75,251 5,376 0.14% 0.17% 105 +3,006 4.16% Q4 2025 Feb 02, 2026
Concorde Asset Management, LLC History Added to 74,410 5,316 2.13% 2.35% 106 +1,363 1.87% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 73,763 5,270 0.11% 0.13% 107 +361 0.49% Q4 2025 Feb 09, 2026
WealthCare Investment Partners, LLC History Added to 73,227 5,175 1.51% 1.75% 108 +2,598 3.68% Q4 2025 Jan 06, 2026
MGO ONE SEVEN LLC History Added to 72,275 5,164 0.11% 0.09% 109 +18,595 34.64% Q4 2025 Feb 03, 2026
Granite Investment Partners, LLC History No change 71,145 5,083 0.3% 0.31% 110 0 0.0% Q4 2025 Feb 12, 2026
NEVILLE RODIE & SHAW INC History Added to 70,775 5,057 0.36% 0.38% 111 +1,790 2.59% Q4 2025 Jan 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 70,467 5,034 0.24% 0.31% 112 +2,356 3.46% Q4 2025 Jan 28, 2026
Prime Capital Investment Advisors, LLC History Added to 70,249 5,019 0.06% 0.07% 113 +1,401 2.03% Q4 2025 Jan 21, 2026
NBC SECURITIES, INC. History Reduced 69,729 4,982 0.37% 0.42% 114 -1,673 -2.34% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 68,392 4,886 0.01% 0.0% 115 +38,357 127.71% Q4 2025 Feb 17, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 67,043 4,790 1.14% 1.16% 116 +780 1.18% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 66,986 4,786 0.14% 0.16% 117 +3,215 5.04% Q4 2025 Feb 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 69,939 4,779 1.39% 1.84% 118 -883 -1.25% Q4 2025 Feb 10, 2026
Warner Group LLC History Reduced 66,103 4,723 2.91% 3.88% 119 -8,091 -10.91% Q4 2025 Feb 06, 2026
Concentrum Wealth Management History Added to 64,702 4,622 1.29% 1.36% 120 +2,833 4.58% Q4 2025 Feb 04, 2026
Gaddis Premier Wealth Advisors LLC History New 63,974 4,570 3.47% — 121 +63,974 New Q4 2025 Feb 11, 2026
Grey Ledge Advisors, LLC History Added to 61,046 4,361 0.99% 1.02% 122 +1,905 3.22% Q4 2025 Feb 05, 2026
Green Ridge Wealth Planning LLC History New 60,732 4,339 2.22% — 123 +60,732 New Q4 2025 Mar 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 60,531 4,324 0.07% 0.07% 124 +1,066 1.79% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History Reduced 59,342 4,239 0.56% 0.64% 125 -463 -0.77% Q4 2025 Jan 30, 2026
Integrated Wealth Concepts LLC History Reduced 59,115 4,223 0.05% 0.06% 127 -24,772 -29.53% Q4 2025 Feb 13, 2026
CASCADE INVESTMENT GROUP, INC. History Reduced 59,108 4,223 2.82% 3.0% 126 -522 -0.88% Q4 2025 Jan 22, 2026
PACIFIC SUN FINANCIAL CORP History Added to 58,456 4,176 2.01% 2.08% 128 +1,833 3.24% Q4 2025 Feb 05, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 57,112 4,080 0.87% 0.93% 129 -150 -0.26% Q4 2025 Jan 27, 2026
High Point Wealth Management, LLC History New 56,291 4,021 3.78% — 130 +56,291 New Q4 2025 Jan 29, 2026
Fiduciary Alliance LLC History Added to 55,133 3,939 0.26% 0.26% 131 +3,140 6.04% Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Added to 54,946 3,925 0.04% 0.06% 132 +5,339 10.76% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Added to 53,562 3,827 0.0% 0.0% 133 +5,975 12.56% Q4 2025 Jan 30, 2026
Csenge Advisory Group History Added to 53,439 3,818 0.17% 0.19% 134 +740 1.4% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 53,122 3,795 0.11% — 135 +53,122 New Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Added to 52,864 3,777 0.16% 0.16% 136 +3,965 8.11% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 52,848 3,775 0.01% 0.01% 137 +599 1.15% Q4 2025 Jan 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 52,372 3,741 0.2% 0.22% 138 +6,104 13.19% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Added to 51,708 3,648 0.09% 0.07% 139 +14,755 39.93% Q4 2025 Feb 17, 2026
PCG Wealth Advisors, LLC History Added to 50,827 3,631 1.03% 1.02% 140 +4,749 10.31% Q4 2025 Feb 05, 2026
Rathbones Group PLC History Reduced 50,370 3,598 0.01% 0.02% 141 -3,121 -5.83% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Reduced 50,266 3,591 0.0% 0.0% 142 -79,066 -61.13% Q4 2025 Feb 17, 2026
CORRADO ADVISORS, LLC History Added to 50,192 3,586 1.8% 1.96% 143 +2,148 4.47% Q4 2025 Feb 10, 2026
Vivid Wealth Management, LLC History Added to 49,615 3,544 1.38% 1.5% 144 +92 0.19% Q4 2025 Jan 30, 2026
Sandbox Financial Partners, LLC History Added to 49,377 3,528 0.98% 1.03% 145 +1,913 4.03% Q4 2025 Jan 07, 2026
ASSETMARK, INC History Reduced 48,679 3,478 0.01% 0.01% 146 -9,080 -15.72% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Reduced 48,323 3,452 0.01% 0.02% 147 -2,105 -4.17% Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Added to 48,005 3,429 0.04% 0.04% 148 +5,650 13.34% Q4 2025 Feb 13, 2026
Mainsail Financial Group, LLC History Added to 47,657 3,405 1.42% 1.5% 149 +1,779 3.88% Q4 2025 Jan 23, 2026
LeConte Wealth Management, LLC History Reduced 47,471 3,391 2.22% 2.71% 150 -6,015 -11.25% Q4 2025 Jan 15, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 46,836 3,346 0.9% 1.03% 151 -2,743 -5.53% Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Reduced 46,422 3,316 0.13% 0.15% 152 -4,283 -8.45% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 46,119 3,295 0.14% 0.17% 153 -4,348 -8.62% Q4 2025 Jan 29, 2026
WCG Wealth Advisors LLC History New 45,913 3,280 0.09% — 154 +45,913 New Q4 2025 Feb 10, 2026
Triumph Capital Management History Added to 45,470 3,248 0.7% 0.29% 155 +31,286 220.57% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 45,126 3,224 0.12% 0.2% 156 +5,414 13.63% Q4 2025 Feb 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 44,617 3,187 0.38% 0.39% 157 +749 1.71% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 44,492 3,178 0.21% 0.17% 158 +11,788 36.04% Q4 2025 Feb 20, 2026
EPG Wealth Management LLC History Added to 44,300 3,165 0.85% 0.92% 159 +170 0.39% Q4 2025 Jan 28, 2026
Abbot Financial Management, Inc. History Added to 43,775 3,127 1.3% 1.38% 160 +1,187 2.79% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History New 43,734 3,124 0.11% — 161 +43,734 New Q4 2025 Jan 21, 2026
Gateway Wealth Partners, LLC History Added to 43,058 3,076 0.34% 0.39% 162 +4,829 12.63% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 42,694 3,050 0.99% 1.03% 163 +3,688 9.45% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Added to 42,678 3,049 0.33% 0.23% 164 +17,227 67.69% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Reduced 42,330 3,024 0.04% 0.05% 165 -874 -2.02% Q4 2025 Feb 09, 2026
SFMG, LLC History Added to 41,965 2,998 0.2% 0.22% 166 +176 0.42% Q4 2025 Feb 10, 2026
FLOYD FINANCIAL GROUP LLC History Added to 46,264 2,956 2.0% 2.58% 167 +926 2.04% Q4 2025 Feb 24, 2026
Bogart Wealth, LLC History Added to 41,341 2,953 0.12% 0.12% 168 +1,930 4.9% Q4 2025 Jan 30, 2026
Apollon Financial, LLC History Added to 40,926 2,924 0.42% 0.44% 169 +6,381 18.47% Q4 2025 Jan 22, 2026
Spectrum Wealth Advisory Group, LLC History Reduced 40,531 2,895 1.06% 1.32% 170 -1,406 -3.35% Q4 2025 Feb 11, 2026
Prosperity Financial Group, Inc. History Reduced 40,510 2,894 1.04% 1.44% 171 -11,341 -21.87% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Added to 40,072 2,863 0.04% 0.04% 172 +2,322 6.15% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 39,793 2,843 0.0% 0.0% 173 -1,874 -4.5% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History New 39,748 2,839 0.07% — 174 +39,748 New Q4 2025 Feb 04, 2026
Forefront Wealth Partners, LLC History Added to 39,635 2,831 1.34% 0.7% 175 +3,286 9.04% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 39,325 2,809 0.0% 0.0% 176 +3,003 8.27% Q4 2025 Mar 09, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 39,179 2,801 0.02% 0.04% 177 -4,413 -10.12% Q4 2025 Jan 28, 2026
Snowden Capital Advisors LLC History Added to 38,930 2,781 0.07% 0.06% 178 +9,449 32.05% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 38,500 2,751 0.05% 0.06% 179 +661 1.75% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 38,152 2,726 0.09% 0.1% 180 +1,151 3.11% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 37,986 2,714 0.07% 0.07% 181 +154 0.41% Q4 2025 Jan 28, 2026
Sherman Asset Management, Inc. History Reduced 37,020 2,645 2.24% 2.43% 182 -15 -0.04% Q4 2025 Feb 05, 2026
LFA - Lugano Financial Advisors SA History Reduced 36,927 2,638 1.36% 1.55% 183 -1,682 -4.36% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History New 36,256 2,590 0.11% — 184 +36,256 New Q4 2025 Feb 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 36,177 2,584 0.52% 0.57% 185 -39 -0.11% Q4 2025 Jan 27, 2026
FLOW TRADERS U.S. LLC History New 35,925 2,567 0.08% — 186 +35,925 New Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Reduced 35,896 2,564 0.01% 0.01% 187 -1,760 -4.67% Q4 2025 Feb 12, 2026
Redhawk Wealth Advisors, Inc. History Added to 35,661 2,548 0.29% 0.12% 188 +21,866 158.51% Q4 2025 Jan 14, 2026
Great Diamond Partners, LLC History Added to 35,673 2,548 0.49% 0.48% 189 +3,242 10.0% Q4 2025 Feb 06, 2026
Moran Wealth Management, LLC History Added to 35,553 2,540 0.08% 0.05% 190 +15,526 77.53% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Added to 35,407 2,529 0.05% 0.05% 191 +716 2.06% Q4 2025 Jan 14, 2026
INTEGRITY WEALTH ADVISORS, INC. History Reduced 35,272 2,520 1.72% 1.84% 192 -32,267 -47.78% Q4 2025 Feb 17, 2026
FMR LLC History Added to 34,819 2,487 0.0% 0.0% 193 +1,300 3.88% Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 34,754 2,483 1.18% 1.26% 194 +15 0.04% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 34,485 2,463 0.17% 0.19% 195 +2,794 8.82% Q4 2025 Jan 21, 2026
RENAISSANCE TECHNOLOGIES LLC History New 34,300 2,450 0.0% — 196 +34,300 New Q4 2025 Feb 12, 2026
Crown Wealth Group, LLC History Added to 34,088 2,435 0.68% 0.3% 197 +20,928 159.03% Q4 2025 Jan 28, 2026
Focus Partners Wealth History Reduced 33,987 2,428 0.0% 0.0% 198 -1,096 -3.12% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History Reduced 32,958 2,354 0.22% 0.24% 199 -596 -1.78% Q4 2025 Feb 11, 2026
Sage Capital Management, LLC History Reduced 32,760 2,341 1.08% 1.14% 200 -608 -1.82% Q4 2025 Jan 15, 2026
Investment Advisory Services Group LLC History New 32,551 2,325 2.06% — 201 +32,551 New Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Added to 32,050 2,290 0.04% 0.04% 202 +676 2.15% Q4 2025 Feb 11, 2026
Vontobel Holding Ltd. History Reduced 31,650 2,261 0.01% 0.01% 203 -2,550 -7.46% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History No change 31,512 2,251 0.12% 0.14% 204 0 0.0% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 30,976 2,213 0.15% 0.16% 205 +5,088 19.65% Q4 2025 Feb 03, 2026
FULTON BANK, N.A. History Added to 30,971 2,212 0.08% 0.07% 206 +3,907 14.44% Q4 2025 Jan 08, 2026
Main Street Financial Solutions, LLC History Reduced 30,958 2,211 0.17% 0.17% 207 -4,221 -12.0% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Added to 30,800 2,200 0.23% 0.24% 208 +455 1.5% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 30,789 2,199 0.02% 0.01% 209 +19,353 169.23% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Reduced 30,567 2,184 0.04% 0.05% 210 -1,385 -4.33% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 30,408 2,172 0.16% 0.16% 211 +2,391 8.53% Q4 2025 Jan 23, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 30,098 2,150 1.2% 1.33% 212 +617 2.09% Q4 2025 Feb 17, 2026
Genesis Financial Group, LLC History New 30,040 2,146 1.25% — 213 +30,040 New Q4 2025 Jan 16, 2026
Wealth Watch Advisors, INC History Added to 29,869 2,134 0.79% 0.65% 214 +9,058 43.53% Q4 2025 Feb 17, 2026
Advantage Trust Co History No change 29,778 2,127 0.96% 1.02% 215 0 0.0% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Added to 28,761 2,112 0.21% 0.24% 216 +245 0.86% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Added to 29,517 2,109 0.01% 0.01% 217 +4,902 19.91% Q4 2025 Jan 26, 2026
SCS Capital Management LLC History Added to 29,206 2,086 0.02% 0.02% 218 +3,922 15.51% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 29,078 2,077 0.03% 0.03% 219 +585 2.05% Q4 2025 Jan 30, 2026
Coastal Bridge Advisors, LLC History Added to 29,000 2,072 0.15% 0.14% 220 +4,987 20.77% Q4 2025 Feb 18, 2026
Purus Wealth Management, LLC History Reduced 28,966 2,069 0.65% 0.71% 221 -164 -0.56% Q4 2025 Jan 27, 2026
SHP Wealth Management History New 28,522 2,038 0.16% — 222 +28,522 New Q4 2025 Mar 04, 2026
Proactive Wealth Strategies LLC History Reduced 28,454 2,033 0.81% 1.05% 223 -3,511 -10.98% Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Reduced 28,083 2,006 0.05% 0.06% 224 -24 -0.09% Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Added to 27,810 1,987 0.07% 0.08% 225 +169 0.61% Q4 2025 Jan 27, 2026
Sovran Advisors, LLC History Reduced 27,530 1,985 0.17% 0.22% 226 -5,517 -16.69% Q4 2025 Jan 20, 2026
Bison Wealth, LLC History New 30,868 1,976 0.22% — 228 +30,868 New Q4 2025 Mar 24, 2026
FLAGSTAR ADVISORS INC History Added to 27,666 1,976 0.66% 0.61% 227 +1,283 4.86% Q4 2025 Jan 13, 2026
Ironsides Asset Advisors, LLC History Added to 27,343 1,953 0.5% 0.54% 229 +17 0.06% Q4 2025 Feb 12, 2026
StoneX Group Inc. History Added to 27,056 1,936 0.08% 0.09% 230 +1,338 5.2% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Added to 27,049 1,932 0.02% 0.02% 232 +2,382 9.66% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Added to 27,041 1,932 0.11% 0.12% 231 +160 0.6% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 27,019 1,930 0.0% 0.0% 233 -1 -0.0% Q4 2025 Mar 25, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 26,903 1,922 0.32% — 234 +26,903 New Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 26,866 1,921 0.01% — 235 +26,866 New Q4 2025 Feb 18, 2026
Ethos Financial Group, LLC History Added to 26,627 1,902 0.14% 0.11% 236 +8,676 48.33% Q4 2025 Jan 20, 2026
Cerity Partners LLC History Added to 26,428 1,888 0.0% 0.0% 237 +5,685 27.41% Q4 2025 Feb 11, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 26,372 1,884 0.06% 0.05% 238 +7,422 39.17% Q4 2025 Jan 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 26,100 1,864 0.01% 0.02% 239 -65,200 -71.41% Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History Added to 25,899 1,850 0.26% 0.29% 240 +834 3.33% Q4 2025 Jan 23, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 25,354 1,811 0.91% 0.47% 241 +13,542 114.65% Q4 2025 Feb 09, 2026
HBK Sorce Advisory LLC History Reduced 26,867 1,803 0.04% 0.05% 242 -288 -1.06% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Reduced 25,175 1,798 0.07% 0.07% 243 -422 -1.65% Q4 2025 Jan 21, 2026
Merkkuri Wealth Advisors LLC History Added to 25,147 1,796 1.22% 1.3% 244 +1,526 6.46% Q4 2025 Jan 29, 2026
Callan Family Office, LLC History No change 24,500 1,750 0.04% 0.06% 245 0 0.0% Q4 2025 Feb 12, 2026
Melone Private Wealth, LLC History Added to 24,131 1,724 0.73% 0.83% 246 +35 0.15% Q4 2025 Jan 07, 2026
PFG Investments, LLC History Added to 23,975 1,713 0.08% 0.07% 247 +5,179 27.55% Q4 2025 Jan 26, 2026
Y.D. More Investments Ltd History Added to 23,823 1,705 0.08% 0.08% 248 +5,300 28.61% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History Added to 23,785 1,699 0.01% 0.0% 249 +11,408 92.17% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 23,751 1,697 0.11% 0.12% 250 +1,209 5.36% Q4 2025 Jan 23, 2026
Guardian Asset Advisors, LLC History Added to 23,710 1,694 0.88% 0.82% 251 +3,540 17.55% Q4 2025 Jan 29, 2026
Clear Creek Financial Management, LLC History Added to 23,462 1,676 0.14% 0.15% 252 +46 0.2% Q4 2025 Jan 23, 2026
Stegent Equity Advisors, Inc. History Added to 23,167 1,655 1.29% 1.37% 253 +1,016 4.59% Q4 2025 Jan 14, 2026
Goldstone Financial Group, LLC History Added to 22,980 1,641 0.18% 0.15% 254 +5,801 33.77% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 22,917 1,637 0.02% 0.0% 255 +18,614 432.58% Q4 2025 Feb 03, 2026
HB Wealth Management, LLC History Added to 22,677 1,620 0.01% 0.01% 256 +66 0.29% Q4 2025 Jan 28, 2026
CONDOR CAPITAL MANAGEMENT History Added to 22,621 1,616 0.13% 0.14% 257 +214 0.96% Q4 2025 Feb 06, 2026
Prosperity Consulting Group, LLC History Added to 22,426 1,602 0.07% 0.08% 258 +818 3.79% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 22,284 1,592 0.0% 0.0% 259 +982 4.61% Q4 2025 Feb 05, 2026
FAGAN ASSOCIATES, INC. History Reduced 21,370 1,526 0.2% 0.23% 260 -630 -2.86% Q4 2025 Jan 30, 2026
PFG Advisors History Reduced 21,202 1,514 0.07% 0.07% 261 -1,364 -6.04% Q4 2025 Jan 27, 2026
O'ROURKE & COMPANY, Inc History Reduced 21,047 1,503 0.58% 0.67% 262 -205 -0.96% Q4 2025 Jan 28, 2026
Magnus Financial Group LLC History Added to 20,895 1,492 0.11% 0.12% 263 +97 0.47% Q4 2025 Jan 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 20,731 1,481 0.03% 0.03% 264 +1,127 5.75% Q4 2025 Feb 06, 2026
Anson Capital, Inc. History Added to 20,505 1,465 1.07% 0.96% 265 +3,579 21.14% Q4 2025 Feb 04, 2026
Kropog Financial Group, LLC History Added to 20,230 1,445 1.12% 1.18% 266 +1,261 6.65% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Reduced 20,017 1,430 0.17% 0.19% 267 -246 -1.21% Q4 2025 Jan 13, 2026
Dynamic Advisor Solutions LLC History Added to 19,974 1,427 0.05% 0.04% 268 +2,723 15.78% Q4 2025 Jan 09, 2026
DAVENPORT & Co LLC History Added to 19,747 1,410 0.01% 0.0% 269 +12,356 167.18% Q4 2025 Jan 12, 2026
Western Wealth Management, LLC History Added to 19,629 1,402 0.06% 0.06% 270 +4,809 32.45% Q4 2025 Feb 05, 2026
Castle Rock Wealth Management, LLC History Added to 21,072 1,397 0.3% 0.32% 271 +2,025 10.63% Q4 2025 Feb 05, 2026
Intellus Advisors LLC History Added to 19,539 1,396 0.19% 0.17% 272 +3,339 20.61% Q4 2025 Feb 06, 2026
TPG Advisors LLC History Reduced 19,384 1,384 0.86% 0.97% 273 -74 -0.38% Q4 2025 Jan 21, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 19,296 1,378 0.64% — 274 +19,296 New Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 19,179 1,370 0.02% 0.02% 275 +1,563 8.87% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 18,915 1,351 0.01% 0.01% 276 +8,143 75.59% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 18,450 1,345 0.0% 0.0% 277 +4,149 29.01% Q4 2025 Feb 10, 2026
Midwest Financial Group LLC History New 18,518 1,323 0.58% — 278 +18,518 New Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 18,284 1,306 0.06% 0.04% 279 +4,711 34.71% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 18,079 1,291 0.02% 0.02% 280 +3,589 24.77% Q4 2025 Feb 06, 2026
Beacon Financial Advisory LLC History Added to 18,015 1,287 0.3% 0.31% 281 +459 2.61% Q4 2025 Feb 17, 2026
Valtrion Capital Management, LLC History Reduced 17,952 1,282 1.28% 1.59% 282 -1,513 -7.77% Q4 2025 Feb 11, 2026
Emerald Advisors, LLC History Reduced 17,817 1,272 0.17% 0.2% 284 -1,832 -9.32% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Added to 17,814 1,272 0.04% 0.04% 283 +990 5.88% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 17,713 1,265 0.07% 0.07% 285 +1,588 9.85% Q4 2025 Feb 05, 2026
First Heartland Consultants, Inc. History Reduced 17,695 1,264 0.1% 0.11% 286 -258 -1.44% Q4 2025 Jan 09, 2026
TD Capital Management LLC History Added to 17,544 1,253 0.11% 0.12% 287 +210 1.21% Q4 2025 Feb 26, 2026
Fearless Solutions, LLC dba Best Invest History Added to 17,217 1,230 0.75% 0.83% 288 +125 0.73% Q4 2025 Jan 20, 2026
Ignite Planners, LLC History Added to 17,743 1,225 0.19% 0.15% 289 +5,447 44.3% Q4 2025 Feb 06, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 16,953 1,211 0.0% 0.0% 290 -6,440 -27.53% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 16,870 1,205 0.0% 0.0% 291 +363 2.2% Q4 2025 Feb 18, 2026
OneAscent Financial Services LLC History New 16,572 1,184 0.11% — 293 +16,572 New Q4 2025 Feb 11, 2026
Clarius Group, LLC History Added to 16,581 1,184 0.07% 0.07% 292 +48 0.29% Q4 2025 Jan 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 16,368 1,182 0.08% 0.09% 294 +463 2.91% Q4 2025 Jan 15, 2026
Jacobi Capital Management LLC History Added to 16,387 1,170 0.07% 0.07% 296 +386 2.41% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 16,386 1,170 0.01% 0.02% 295 0 0.0% Q4 2025 Feb 10, 2026
WealthBridge Capital Management, LLC History Added to 16,263 1,162 0.26% 0.29% 297 +6 0.04% Q4 2025 Jan 21, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 16,199 1,157 0.03% 0.02% 298 +5,428 50.39% Q4 2025 Jan 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 16,084 1,149 0.09% 0.1% 299 +262 1.66% Q4 2025 Jan 07, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Reduced 16,021 1,144 0.43% 0.47% 300 -639 -3.84% Q4 2025 Feb 09, 2026
Ellis Investment Partners, LLC History Reduced 15,993 1,142 0.2% 0.23% 301 -444 -2.7% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 15,663 1,119 0.02% 0.03% 302 -5,057 -24.41% Q4 2025 Feb 05, 2026
Richmond Investment Services, LLC History Added to 15,617 1,115 0.19% 0.22% 303 +292 1.91% Q4 2025 Feb 12, 2026
PMG Wealth Management, Inc. History No change 15,468 1,105 0.81% 0.9% 304 0 0.0% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Reduced 15,323 1,094 0.02% 0.07% 305 -27,783 -64.45% Q4 2025 Jan 16, 2026
Garden State Investment Advisory Services LLC History Added to 15,279 1,092 0.24% 0.26% 306 +184 1.22% Q4 2025 Feb 17, 2026
Wisconsin Wealth Advisors, LLC History Added to 15,085 1,077 1.06% 1.09% 307 +59 0.39% Q4 2025 Jan 07, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 15,053 1,075 0.12% 0.13% 308 -312 -2.03% Q4 2025 Jan 29, 2026
Koshinski Asset Management, Inc. History Reduced 15,054 1,075 0.07% 0.08% 309 -108 -0.71% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Added to 14,792 1,056 0.0% 0.0% 310 +7,546 104.14% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 14,776 1,055 0.5% 0.32% 311 +5,444 58.34% Q4 2025 Feb 03, 2026
PKS Advisory Services, LLC History Added to 14,761 1,054 0.24% 0.16% 312 +4,507 43.95% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Added to 14,700 1,050 0.0% 0.0% 313 +11,400 345.45% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History New 14,300 1,021 0.0% — 314 +14,300 New Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 14,257 1,018 0.04% 0.04% 315 -29 -0.2% Q4 2025 Jan 13, 2026
Avior Wealth Management, LLC History Reduced 14,201 1,014 0.03% 0.04% 316 -1,177 -7.65% Q4 2025 Jan 06, 2026
Chicago Partners Investment Group LLC History Added to 14,235 1,008 0.02% 0.01% 317 +10,824 317.33% Q4 2025 Jan 28, 2026
Richard W. Paul & Associates, LLC History Reduced 14,109 1,008 0.33% 0.37% 318 -284 -1.97% Q4 2025 Feb 12, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 14,105 1,007 0.3% 0.32% 319 +581 4.3% Q4 2025 Jan 29, 2026
Golden State Wealth Management, LLC History Added to 13,863 990 0.1% 0.05% 320 +8,161 143.13% Q4 2025 Feb 13, 2026
SageGuard Financial Group, LLC History New 13,560 968 0.15% — 321 +13,560 New Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,267 948 0.04% 0.05% 322 -1,203 -8.31% Q4 2025 Feb 13, 2026
Pitcairn Wealth Advisors LLC History New 13,220 944 0.08% — 323 +13,220 New Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 13,192 942 0.01% 0.01% 324 +3,168 31.6% Q4 2025 Jan 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 13,172 941 0.03% 0.03% 325 +4,971 60.61% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Added to 13,124 937 0.02% 0.01% 326 +2,472 23.21% Q4 2025 Jan 22, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 13,099 935 0.07% 0.08% 328 -1,549 -10.57% Q4 2025 Feb 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 13,100 935 0.05% 0.05% 327 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 12,937 924 0.0% 0.0% 329 +1,922 17.45% Q4 2025 Feb 10, 2026
James J. Burns & Company, LLC History Added to 12,850 918 0.13% 0.13% 330 +1,111 9.46% Q4 2025 Jan 23, 2026
Aurora Private Wealth, Inc. History New 12,794 914 0.6% — 331 +12,794 New Q4 2025 Feb 02, 2026
Koa Wealth Management, LLC History New 12,629 902 0.62% — 332 +12,629 New Q4 2025 Jan 29, 2026
CALTON & ASSOCIATES, INC. History Added to 12,619 901 0.13% 0.13% 333 +946 8.1% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 12,257 875 0.04% 0.03% 334 +3,700 43.24% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History Reduced 12,145 867 0.43% 0.48% 335 -290 -2.33% Q4 2025 Jan 21, 2026
Resurgent Financial Advisors LLC History Reduced 12,099 864 0.43% 0.45% 336 -50 -0.41% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History No change 12,080 863 0.02% 0.02% 337 0 0.0% Q4 2025 Feb 04, 2026
UNIQUE WEALTH, LLC History Added to 11,964 854 0.12% 0.1% 338 +3,134 35.49% Q4 2025 Jan 06, 2026
RoundAngle Advisors LLC History Added to 11,869 848 0.62% 0.64% 339 +998 9.18% Q4 2025 Jan 12, 2026
Trademark Financial Management, LLC History Added to 11,825 844 0.46% 0.24% 340 +6,494 121.82% Q4 2025 Jan 28, 2026
Fullerton Advisors, LLC History New 11,773 841 0.84% — 341 +11,773 New Q4 2025 Feb 02, 2026
GM Advisory Group, LLC History New 11,714 836 0.03% — 342 +11,714 New Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 11,559 825 0.02% 0.02% 343 +590 5.38% Q4 2025 Jan 28, 2026
SG Americas Securities, LLC History Added to 11,534 824 0.0% 0.0% 344 +10,133 723.27% Q4 2025 Jan 09, 2026
American Institute for Advanced Investment Management, LLP History Added to 11,488 818 0.53% 0.54% 345 +718 6.67% Q4 2025 Feb 04, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 11,434 816 0.68% 0.75% 346 +9 0.08% Q4 2025 Jan 29, 2026
Tradition Wealth Management, LLC History Added to 11,380 813 0.06% 0.06% 347 +16 0.14% Q4 2025 Feb 11, 2026
River Street Advisors LLC History Added to 11,304 807 0.3% 0.32% 348 +284 2.58% Q4 2025 Jan 26, 2026
ARQ WEALTH ADVISORS, LLC History Added to 11,213 801 0.22% 0.22% 349 +1,497 15.41% Q4 2025 Feb 09, 2026
BEAM WEALTH ADVISORS, INC. History New 11,193 799 0.22% — 350 +11,193 New Q4 2025 Feb 04, 2026
Global Financial Private Client, LLC History Reduced 11,195 799 0.28% 0.31% 351 -130 -1.15% Q4 2025 Jan 27, 2026
Alteri Wealth LLC History Added to 11,171 798 0.26% 0.28% 352 +319 2.94% Q4 2025 Feb 11, 2026
Morey & Quinn Wealth Partners, LLC History Added to 11,141 796 0.57% 0.61% 353 +269 2.47% Q4 2025 Jan 27, 2026
Harvest Investment Services, LLC History Added to 11,100 793 0.15% 0.16% 354 +746 7.2% Q4 2025 Feb 17, 2026
Mirador Capital Partners LP History Reduced 11,052 789 0.11% 0.12% 355 -284 -2.51% Q4 2025 Jan 14, 2026
FSM Wealth Advisors, LLC History Added to 10,923 780 0.11% 0.11% 356 +794 7.84% Q4 2025 Jan 23, 2026
Bensler, LLC History Added to 10,878 777 0.08% 0.08% 357 +379 3.61% Q4 2025 Feb 04, 2026
World Investment Advisors History Added to 10,836 774 0.01% 0.01% 358 +5,364 98.03% Q4 2025 Mar 12, 2026
YANKCOM Partnership History Reduced 10,490 749 0.32% 0.37% 359 -264 -2.45% Q4 2025 Jan 20, 2026
SFG Wealth Management, LLC. History Reduced 10,309 736 0.29% 0.35% 360 -354 -3.32% Q4 2025 Feb 03, 2026
CX Institutional History Reduced 10,244 732 0.02% 0.02% 361 -26 -0.25% Q4 2025 Feb 02, 2026
DeDora Capital, Inc. History Reduced 10,234 731 0.17% 0.21% 362 -1,152 -10.12% Q4 2025 Jan 22, 2026
United Advisor Group, LLC History Added to 10,131 723 0.09% 0.1% 363 +762 8.13% Q4 2025 Jan 26, 2026
Prepared Retirement Institute LLC History Added to 10,072 719 0.36% 0.29% 364 +2,655 35.8% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 9,854 704 0.0% 0.0% 365 +1,787 22.15% Q4 2025 Feb 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 9,820 701 0.31% — 366 +9,820 New Q4 2025 Feb 06, 2026
Symphony Financial, Ltd. Co. History New 9,763 697 0.09% — 367 +9,763 New Q4 2025 Feb 11, 2026
Altus Wealth Group LLC History Added to 9,767 697 0.28% 0.3% 368 +85 0.88% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 9,681 691 0.0% — 369 +9,681 New Q4 2025 Feb 17, 2026
Paragon Private Wealth Management, LLC History Added to 9,680 691 0.21% 0.21% 370 +1,262 14.99% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Reduced 9,890 688 0.14% 0.19% 371 -1,080 -9.85% Q4 2025 Feb 03, 2026
Curran Financial Partners, LLC History Added to 9,608 686 0.13% 0.1% 372 +2,687 38.82% Q4 2025 Jan 22, 2026
Wellington Shields Capital Management, LLC History No change 9,600 685 0.1% 0.11% 373 0 0.0% Q4 2025 Feb 09, 2026
IFG Advisory, LLC History Reduced 9,559 683 0.03% 0.04% 374 -1,232 -11.42% Q4 2025 Feb 10, 2026
BCS Wealth Management History Added to 9,500 678 0.07% 0.08% 376 +4,750 100.0% Q4 2025 Jan 26, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 9,500 678 0.23% 0.22% 375 +1,199 14.44% Q4 2025 Jan 26, 2026
Fortis Advisors, LLC History Reduced 9,418 672 0.36% 0.41% 377 -106 -1.11% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Added to 9,387 670 0.01% 0.0% 378 +213 2.32% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Added to 9,348 667 0.02% 0.02% 379 +400 4.47% Q4 2025 Feb 12, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 9,346 667 0.53% 0.61% 380 -88 -0.93% Q4 2025 Jan 21, 2026
RPS ADVISORY SOLUTIONS LLC History New 9,321 665 0.31% — 381 +9,321 New Q4 2025 Feb 06, 2026
Brevan Howard Capital Management LP History Reduced 9,240 660 0.01% 0.01% 382 -9,352 -50.3% Q4 2025 Feb 17, 2026
Midwest Trust Co History No change 9,225 659 0.01% 0.01% 383 0 0.0% Q4 2025 Feb 04, 2026
APS Management Group, Inc. History Reduced 9,130 652 0.56% 0.69% 384 -1,079 -10.57% Q4 2025 Jan 28, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 9,002 643 0.05% 0.05% 385 +2,166 31.69% Q4 2025 Feb 09, 2026
Aspen Investment Management Inc History Added to 8,832 631 0.19% 0.17% 386 +3,030 52.22% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 8,700 621 0.0% 0.0% 387 0 0.0% Q4 2025 Feb 10, 2026
Solutions 4 Wealth, Ltd History Added to 8,660 618 0.93% 1.02% 388 +3 0.03% Q4 2025 Feb 09, 2026
Juno Financial Group LLC History New 8,633 616 0.25% — 389 +8,633 New Q4 2025 Jan 28, 2026
Glen Eagle Advisors, LLC History Added to 8,566 612 0.08% 0.08% 390 +917 11.99% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History New 8,554 611 0.04% — 393 +8,554 New Q4 2025 Feb 17, 2026
Sun Financial Inc History New 8,552 611 0.34% — 394 +8,552 New Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 8,558 611 0.01% 0.01% 392 +1,129 15.2% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 8,545 611 0.01% 0.0% 391 +1,006 13.34% Q4 2025 Jan 05, 2026
Ameritas Investment Partners, Inc. History Added to 8,536 609 0.02% 0.02% 395 +339 4.14% Q4 2025 Feb 11, 2026
Visionary Wealth Advisors History Added to 8,498 607 0.03% 0.02% 396 +2,147 33.81% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 8,400 600 0.0% 0.0% 397 -24,300 -74.31% Q4 2025 Mar 12, 2026
Worthington Financial Partners, LLC History New 8,405 600 0.53% — 398 +8,405 New Q4 2025 Mar 05, 2026
Kaizen Financial Strategies History Added to 8,378 598 0.26% 0.28% 399 +24 0.29% Q4 2025 Jan 21, 2026
Intellectus Partners, LLC History Added to 8,218 587 0.11% 0.12% 400 +358 4.55% Q4 2025 Feb 10, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 8,206 586 0.16% 0.47% 401 -20,680 -71.59% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 8,186 584 0.01% 0.01% 402 +1,475 21.98% Q4 2025 Feb 13, 2026
Balance Wealth, LLC History Added to 8,026 573 0.18% 0.15% 403 +253 3.25% Q4 2025 Jan 21, 2026
Rye Brook Capital LLC History No change 8,000 572 0.53% 0.32% 404 0 0.0% Q4 2025 Jan 27, 2026
IEQ CAPITAL, LLC History Added to 8,005 571 0.0% 0.0% 405 +1,837 29.78% Q4 2025 Feb 13, 2026
DAVIS R M INC History No change 7,960 568 0.01% 0.01% 406 0 0.0% Q4 2025 Feb 12, 2026
Northwest Financial Advisors History Reduced 7,893 563 1.16% 1.44% 408 -6,859 -46.5% Q4 2025 Jan 26, 2026
Plan Group Financial, LLC History Reduced 7,882 563 0.15% 0.21% 407 -2,243 -22.15% Q4 2025 Feb 03, 2026
Westshore Wealth, LLC History Reduced 7,761 554 0.18% 0.2% 409 -136 -1.72% Q4 2025 Feb 25, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 7,662 547 0.03% 0.05% 410 -2,619 -25.47% Q4 2025 Feb 10, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 7,607 543 0.07% 0.07% 411 +801 11.77% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Added to 7,519 537 0.08% 0.09% 412 +101 1.36% Q4 2025 Jan 08, 2026
Focus Financial Network, Inc. History Added to 7,472 533 0.02% 0.02% 413 +667 9.8% Q4 2025 Jan 12, 2026
Vivaldi Capital Management LP History Added to 7,448 532 0.07% 0.08% 414 +399 5.66% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 7,395 528 0.0% 0.0% 416 +6,976 1664.92% Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 7,397 528 0.19% 0.25% 415 -1,584 -17.64% Q4 2025 Jan 22, 2026
GLENMEDE TRUST CO NA History New 7,359 525 0.0% — 417 +7,359 New Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 7,352 525 0.18% 0.37% 418 +4,862 195.26% Q4 2025 Jan 20, 2026
Compound Planning, Inc. History Reduced 7,302 521 0.02% 0.03% 420 -5,230 -41.73% Q4 2025 Feb 19, 2026
COMMERCE BANK History No change 7,299 521 0.0% 0.0% 419 0 0.0% Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History Added to 7,287 520 0.04% 0.04% 421 +1 0.01% Q4 2025 Feb 13, 2026
TSFG, LLC History Added to 7,262 519 0.08% 0.07% 422 +1,212 20.03% Q4 2025 Feb 04, 2026
Composition Wealth, LLC History Reduced 7,242 517 0.01% 0.01% 423 -179 -2.41% Q4 2025 Feb 02, 2026
Endowment Wealth Management, Inc. History Added to 7,229 516 0.24% 0.2% 424 +1,532 26.89% Q4 2025 Feb 09, 2026
Global Assets Advisory, LLC History No change 7,231 516 0.15% 0.16% 425 0 0.0% Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 7,215 515 0.01% 0.01% 426 0 0.0% Q4 2025 Jan 16, 2026
HSBC HOLDINGS PLC History No change 7,200 514 0.0% 0.0% 427 0 0.0% Q4 2025 Mar 20, 2026
Castleview Partners, LLC History Added to 7,188 513 0.25% 0.29% 428 +183 2.61% Q4 2025 Jan 12, 2026
Spire Wealth Management History Added to 7,177 512 0.02% 0.02% 429 +479 7.15% Q4 2025 Jan 14, 2026
Quantum Private Wealth, LLC History Added to 7,123 508 0.15% 0.16% 430 +100 1.42% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 7,104 507 0.0% — 431 +7,104 New Q4 2025 Feb 18, 2026
Symphony Financial Services, Inc. History Added to 7,106 507 0.26% 0.2% 433 +2,300 47.86% Q4 2025 Feb 12, 2026
Interchange Capital Partners, LLC History Reduced 7,104 507 0.09% 0.11% 432 -10 -0.14% Q4 2025 Jan 30, 2026
Sequoia Financial Advisors, LLC History Added to 7,055 504 0.0% 0.0% 434 +435 6.57% Q4 2025 Feb 03, 2026
Fortune Financial Group, Inc. History New 6,627 503 0.49% — 435 +6,627 New Q4 2025 Feb 11, 2026
Keystone Wealth Services, LLC History Added to 6,974 498 0.1% 0.11% 436 +543 8.44% Q4 2025 Jan 26, 2026
Balboa Wealth Partners History Added to 6,959 497 0.08% 0.08% 437 +856 14.03% Q4 2025 Jan 16, 2026
Betterment LLC History Added to 6,918 494 0.0% 0.0% 438 +516 8.06% Q4 2025 Feb 12, 2026
Triton Wealth Management, PLLC History No change 7,407 492 0.19% 0.22% 439 0 0.0% Q4 2025 Feb 05, 2026
Boreal Capital Management LLC History No change 6,875 491 0.37% 0.42% 440 0 0.0% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 6,806 486 0.04% — 441 +6,806 New Q4 2025 Feb 12, 2026
KPP Advisory Services LLC History Reduced 6,787 484 0.07% 0.08% 442 -7 -0.1% Q4 2025 Feb 02, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 6,749 482 0.34% 0.37% 443 -9 -0.13% Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History Added to 6,683 477 0.02% 0.01% 444 +2,565 62.29% Q4 2025 Jan 20, 2026
GFS Advisors, LLC History New 6,667 476 0.06% — 445 +6,667 New Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Reduced 6,612 472 0.03% 0.03% 446 -392 -5.6% Q4 2025 Feb 13, 2026
Caldwell Trust Co History Reduced 6,568 469 0.04% 0.05% 447 -103 -1.54% Q4 2025 Jan 30, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,554 468 0.01% 0.01% 448 -3,536 -35.04% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 6,549 467 0.03% 0.03% 449 0 0.0% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 6,503 464 0.02% 0.01% 450 +3,168 94.99% Q4 2025 Mar 04, 2026
Wagner Wealth Management, LLC History Added to 6,486 463 0.1% 0.11% 451 +19 0.29% Q4 2025 Jan 30, 2026
KICKSTAND VENTURES, LLC. History Added to 6,442 460 0.1% 0.1% 452 +398 6.59% Q4 2025 Jan 29, 2026
FFG Partners, LLC History Reduced 6,418 458 0.13% 0.14% 453 -390 -5.73% Q4 2025 Jan 23, 2026
Newman Dignan & Sheerar, Inc. History Added to 6,294 449 0.09% 0.09% 454 +1,093 21.02% Q4 2025 Jan 22, 2026
Sunpointe, LLC History Added to 6,278 448 0.15% 0.16% 455 +327 5.49% Q4 2025 Jan 23, 2026
TrueWealth Advisors, LLC History Added to 6,255 446 0.12% 0.09% 456 +2,021 47.73% Q4 2025 Jan 07, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 6,321 446 0.26% 0.31% 457 -788 -11.08% Q4 2025 Jan 06, 2026
Mason & Associates Inc History No change 6,256 446 0.08% 0.1% 458 0 0.0% Q4 2025 Feb 05, 2026
Keystone Financial Group History New 6,209 443 0.03% — 459 +6,209 New Q4 2025 Feb 06, 2026
Tidemark, LLC History Reduced 6,175 441 0.13% 0.14% 460 -26 -0.42% Q4 2025 Feb 10, 2026
Americana Partners, LLC History No change 6,155 439 0.01% 0.01% 461 0 0.0% Q4 2025 Feb 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 6,105 436 0.0% — 462 +6,105 New Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,100 435 0.0% 0.0% 463 0 0.0% Q4 2025 Feb 17, 2026
Unconventional Investor, LLC History No change 6,073 433 0.21% 0.23% 464 0 0.0% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 6,043 431 0.0% 0.0% 465 -2,030 -25.15% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 6,023 430 0.01% 0.01% 466 +1,568 35.2% Q4 2025 Feb 13, 2026
Summit Financial Wealth Advisors, LLC History Reduced 5,955 425 0.06% 0.07% 467 -50 -0.83% Q4 2025 Jan 27, 2026
Williams & Novak, LLC History Reduced 5,947 424 0.32% 0.54% 469 -3,344 -35.99% Q4 2025 Feb 05, 2026
Claro Advisors Inc. History Added to 5,935 424 0.06% 0.07% 468 +7 0.12% Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Added to 5,916 422 0.15% 0.13% 470 +1,316 28.61% Q4 2025 Feb 05, 2026
Tempo Wealth, LLC History New 5,861 418 0.07% — 471 +5,861 New Q4 2025 Feb 25, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 5,753 411 0.0% 0.0% 472 +521 9.96% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Added to 5,709 407 0.22% 0.15% 473 +2,168 61.23% Q4 2025 Feb 24, 2026
Y-Intercept (Hong Kong) Ltd History New 5,651 403 0.01% — 474 +5,651 New Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 5,636 402 0.01% — 475 +5,636 New Q4 2025 Feb 10, 2026
Nilsine Partners, LLC History Reduced 5,477 391 0.03% 0.04% 476 -80 -1.44% Q4 2025 Jan 15, 2026
AdvisorNet Financial, Inc History Added to 5,459 390 0.02% 0.02% 477 +260 5.0% Q4 2025 Jan 20, 2026
CHOREO, LLC History Added to 5,190 376 0.0% 0.0% 478 +2,052 65.39% Q4 2025 Jan 23, 2026
Prosperity Wealth Management, Inc. History New 5,257 375 0.12% — 479 +5,257 New Q4 2025 Mar 27, 2026
GROUP ONE TRADING LLC History Reduced 5,229 373 0.0% 0.0% 480 -3,725 -41.6% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History New 5,058 361 0.02% — 481 +5,058 New Q4 2025 Jan 30, 2026
Wealth Management Associates, Inc. History Added to 5,058 361 0.13% 0.13% 482 +200 4.12% Q4 2025 Jan 20, 2026
SUMMIT WEALTH GROUP LLC / CO History New 4,998 357 0.05% — 484 +4,998 New Q4 2025 Feb 04, 2026
Capital Analysts, LLC History Added to 4,996 357 0.01% 0.01% 483 +782 18.56% Q4 2025 Feb 11, 2026
71 West Capital Partners History New 4,982 355 0.02% — 485 +4,982 New Q4 2025 Feb 17, 2026
Acorn Wealth Advisors, LLC History Reduced 4,964 354 0.11% 0.12% 486 -40 -0.8% Q4 2025 Feb 10, 2026
Narus Financial Partners, LLC History Added to 4,925 351 0.1% 0.1% 487 +100 2.07% Q4 2025 Feb 09, 2026
Founders Financial Alliance, LLC History Added to 4,920 351 0.07% 0.07% 488 +9 0.18% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 4,909 350 0.0% — 489 +4,909 New Q4 2025 Feb 05, 2026
LEIGH BALDWIN & CO., LLC History Added to 4,796 343 0.23% 0.2% 490 +66 1.4% Q4 2025 Feb 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 4,765 340 0.01% 0.01% 491 +224 4.93% Q4 2025 Feb 18, 2026
Valued Retirements, Inc. History Added to 4,706 336 0.33% 0.37% 492 +413 9.62% Q4 2025 Feb 09, 2026
SHARPEPOINT LLC History New 4,676 334 0.2% — 493 +4,676 New Q4 2025 Feb 11, 2026
WEALTH EFFECTS LLC History Reduced 4,663 333 0.1% 0.11% 494 -30 -0.64% Q4 2025 Jan 26, 2026
Rubicon Advisors, GP History New 4,637 331 0.31% — 496 +4,637 New Q4 2025 Mar 09, 2026
Ally Invest Advisors Inc. History Reduced 4,643 331 0.02% 0.03% 495 -26 -0.56% Q4 2025 Feb 13, 2026
Intesa Sanpaolo Wealth Management History New 4,620 330 0.07% — 498 +4,620 New Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 4,619 330 0.0% 0.0% 497 +4 0.09% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History No change 4,595 329 0.01% 0.01% 499 0 0.0% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History No change 4,600 328 0.1% 0.11% 500 0 0.0% Q4 2025 Feb 09, 2026
Gilman Hill Asset Management, LLC History Reduced 4,575 326 0.05% 0.06% 501 -355 -7.2% Q4 2025 Jan 12, 2026
Archford Capital Strategies, LLC History Added to 4,553 325 0.04% 0.04% 502 +6 0.13% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Reduced 4,515 322 0.02% 0.16% 503 -42,929 -90.48% Q4 2025 Jan 30, 2026
IPG Investment Advisors LLC History Reduced 4,505 321 0.06% 0.06% 504 -222 -4.7% Q4 2025 Feb 09, 2026
Black Swift Group, LLC History Reduced 4,500 321 0.05% 0.06% 505 -103 -2.24% Q4 2025 Feb 10, 2026
Pure Financial Advisors, LLC History Reduced 4,476 319 0.06% 0.01% 506 -1,847 -29.21% Q4 2025 Mar 04, 2026
PRIVATE TRUST CO NA History Added to 4,445 317 0.03% 0.03% 507 +310 7.5% Q4 2025 Jan 26, 2026
Choice Wealth Advisors, LLC History No change 4,387 313 0.12% 0.14% 508 0 0.0% Q4 2025 Jan 08, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 4,369 312 0.05% — 509 +4,369 New Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History No change 4,348 310 0.07% 0.08% 510 0 0.0% Q4 2025 Jan 30, 2026
Allen Capital Group, LLC History Added to 4,330 309 0.03% 0.02% 511 +1,022 30.89% Q4 2025 Feb 09, 2026
Kovack Advisors, Inc. History Added to 4,320 308 0.01% 0.02% 515 +1,505 53.46% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,321 308 0.0% 0.0% 514 +12 0.28% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Added to 4,317 308 0.01% 0.01% 513 +8 0.19% Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,311 308 0.0% 0.0% 512 -5 -0.12% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Added to 4,303 307 0.0% 0.0% 516 +73 1.73% Q4 2025 Feb 13, 2026
Buska Wealth Management, LLC History Reduced 4,270 305 0.11% 0.11% 517 -684 -13.81% Q4 2025 Jan 22, 2026
Stablepoint Partners, LLC History No change 4,261 304 0.05% 0.05% 518 0 0.0% Q4 2025 Jan 13, 2026
OpenArc Corporate Advisory, LLC History New 4,227 302 0.0% — 521 +4,227 New Q4 2025 Feb 13, 2026
Fusion Capital, LLC History Added to 4,239 302 0.08% 0.09% 520 +12 0.28% Q4 2025 Feb 04, 2026
Modera Wealth Management, LLC History Added to 4,232 302 0.0% 0.0% 519 +4 0.09% Q4 2025 Jan 21, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,217 301 0.01% 0.01% 522 +1,204 39.96% Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History Added to 4,221 301 0.05% 0.05% 523 +121 2.95% Q4 2025 Jan 20, 2026
Tidal Investments LLC History No change 4,200 300 0.0% 0.0% 524 0 0.0% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History New 4,179 298 0.0% — 525 +4,179 New Q4 2025 Jan 29, 2026
Allie Family Office LLC History No change 4,158 297 0.14% 0.15% 526 0 0.0% Q4 2025 Feb 13, 2026
Financial Partners Group, Inc History Added to 4,262 294 0.03% 0.03% 527 +1,371 47.42% Q4 2025 Feb 03, 2026
Wedmont Private Capital History Added to 4,002 293 0.01% 0.01% 528 +101 2.59% Q4 2025 Jan 08, 2026
Perennial Investment Advisors, LLC History Added to 4,060 290 0.02% 0.02% 529 +747 22.55% Q4 2025 Feb 17, 2026
Tempus Wealth Planning, LLC History Reduced 4,041 288 0.07% 0.07% 530 -71 -1.73% Q4 2025 Jan 16, 2026
Global Endowment Management, LP History New 4,000 286 0.04% — 531 +4,000 New Q4 2025 Feb 13, 2026
Navis Wealth Advisors, LLC History New 3,993 285 0.12% — 533 +3,993 New Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 3,989 285 0.0% 0.0% 532 +126 3.26% Q4 2025 Feb 03, 2026
Banco Santander, S.A. History New 3,930 280 0.0% — 534 +3,930 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 3,889 279 0.01% 0.0% 535 +3,515 939.84% Q4 2025 Jan 21, 2026
ProCore Advisors, LLC History New 3,884 277 0.28% — 536 +3,884 New Q4 2025 Jan 21, 2026
Owen LaRue, LLC History Reduced 3,867 276 0.1% 0.16% 538 -1,477 -27.64% Q4 2025 Feb 05, 2026
Horizon Wealth Management, LLC History No change 3,874 276 0.04% 0.04% 537 0 0.0% Q4 2025 Feb 04, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History New 3,849 275 0.09% — 539 +3,849 New Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,859 275 0.0% 0.0% 540 +1,149 42.4% Q4 2025 Feb 06, 2026
Venture Visionary Partners LLC History Added to 3,839 274 0.01% 0.01% 541 +860 28.87% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 3,801 271 0.18% 0.11% 544 +1,574 70.68% Q4 2025 Feb 10, 2026
JBR Co Financial Management Inc History Reduced 3,802 271 0.11% 0.15% 543 -986 -20.59% Q4 2025 Jan 06, 2026
Madison Wealth Partners, Inc History Reduced 3,797 271 0.05% 0.07% 542 -978 -20.48% Q4 2025 Feb 10, 2026
Briggs Wealth Management, Inc History New 3,780 270 0.29% — 546 +3,780 New Q4 2025 Feb 19, 2026
REAP Financial Group, LLC History Added to 3,783 270 0.05% 0.04% 545 +1,462 62.99% Q4 2025 Feb 10, 2026
PINCUS CAPITAL MANAGEMENT, LP History New 3,775 269 0.18% — 548 +3,775 New Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Added to 3,774 269 0.01% 0.01% 547 +253 7.19% Q4 2025 Jan 22, 2026
HAZLETT, BURT & WATSON, INC. History Added to 3,775 268 0.09% 0.06% 549 +1,455 62.72% Q4 2025 Feb 10, 2026
Evelyn Partners Asset Management Ltd History Added to 3,758 268 0.06% 0.06% 552 +397 11.81% Q4 2025 Feb 13, 2026
LJI Wealth Management, LLC History Added to 3,760 268 0.04% 0.05% 551 +50 1.35% Q4 2025 Feb 03, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 3,761 268 0.08% 0.09% 550 0 0.0% Q4 2025 Jan 20, 2026
Advocate Investing Services LLC History New 3,708 264 0.24% — 553 +3,708 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 3,663 261 0.0% 0.0% 554 +2,453 202.73% Q4 2025 Feb 17, 2026
GRANVILLE CAPITAL, INC. History New 3,648 260 0.14% — 555 +3,648 New Q4 2025 Feb 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History New 3,627 259 0.02% — 556 +3,627 New Q4 2025 Jan 07, 2026
tru Independence LLC History Reduced 3,637 259 0.07% 0.07% 557 -31 -0.85% Q4 2025 Jan 22, 2026
Evolution Wealth Advisors, LLC History Reduced 3,615 258 0.03% 0.04% 558 -95 -2.56% Q4 2025 Jan 12, 2026
Omega Financial Group, LLC History Added to 3,620 258 0.08% 0.09% 559 +8 0.22% Q4 2025 Jan 28, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 3,600 257 0.06% 0.06% 560 0 0.0% Q4 2025 Feb 18, 2026
EVOKE WEALTH, LLC History No change 3,600 257 0.0% 0.01% 561 0 0.0% Q4 2025 Feb 06, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 3,462 247 0.02% 0.02% 562 0 0.0% Q4 2025 Jan 14, 2026
Huntleigh Advisors, Inc. History Added to 3,421 244 0.04% 0.04% 563 +79 2.36% Q4 2025 Jan 29, 2026
MBE Wealth Management, LLC History Added to 3,404 243 0.1% 0.1% 564 +338 11.02% Q4 2025 Jan 21, 2026
WESPAC Advisors, LLC History No change 3,398 242 0.13% 0.15% 565 0 0.0% Q4 2025 Jan 14, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 3,387 241 0.11% 0.12% 566 +310 10.07% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History Reduced 3,351 239 0.0% 0.0% 567 -521 -13.46% Q4 2025 Feb 17, 2026
MWA Asset Management History Reduced 3,351 239 0.13% 0.14% 568 -100 -2.9% Q4 2025 Jan 29, 2026
Bulltick Wealth Management, LLC History Reduced 3,343 238 0.05% 0.06% 569 -81 -2.37% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History No change 3,320 237 0.03% 0.04% 570 0 0.0% Q4 2025 Jan 14, 2026
Plum Street Advisors, LLC History Added to 3,280 234 0.08% 0.1% 571 +2 0.06% Q4 2025 Feb 13, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 3,217 230 0.19% — 572 +3,217 New Q4 2025 Jan 20, 2026
Astoria Portfolio Advisors LLC. History New 3,729 228 0.05% — 576 +3,729 New Q4 2025 Feb 24, 2026
HUB Investment Partners, LLC History New 3,197 228 0.01% — 575 +3,197 New Q4 2025 Feb 17, 2026
Avalon Trust Co History Added to 3,191 228 0.01% 0.01% 574 +1,000 45.64% Q4 2025 Feb 09, 2026
Cottage Street Advisors LLC History Reduced 3,191 228 0.1% 0.11% 573 -238 -6.94% Q4 2025 Jan 26, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 3,174 226 0.15% 0.18% 577 +1 0.03% Q4 2025 Feb 05, 2026
Second Half Financial Partners, LLC History New 3,156 225 0.1% — 578 +3,156 New Q4 2025 Jan 26, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,151 225 0.05% 0.05% 579 +277 9.64% Q4 2025 Jan 09, 2026
Global Trust Asset Management, LLC History Reduced 3,130 223 0.09% 0.32% 580 -6,260 -66.67% Q4 2025 Jan 20, 2026
Walker Asset Management, LLC History New 3,124 223 0.12% — 581 +3,124 New Q4 2025 Jan 16, 2026
BEARING POINT CAPITAL, LLC History New 3,124 223 0.03% — 582 +3,124 New Q4 2025 Feb 10, 2026
Traction Financial Partners, LLC History Reduced 3,108 222 0.13% 0.15% 584 -79 -2.48% Q4 2025 Jan 29, 2026
Mayfair Advisory Group, LLC History No change 3,149 222 0.09% 0.1% 583 0 0.0% Q4 2025 Jan 21, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 3,107 221 0.1% — 586 +3,107 New Q4 2025 Feb 17, 2026
Private Capital Management, LLC History Reduced 3,100 221 0.02% 0.02% 585 -35 -1.12% Q4 2025 Feb 17, 2026
Clarendon Private LLC History Added to 3,070 219 0.19% 0.21% 587 +9 0.29% Q4 2025 Feb 05, 2026
Private Advisory Group LLC History Reduced 3,061 218 0.02% 0.03% 588 -1,956 -38.99% Q4 2025 Jan 15, 2026
HBW ADVISORY SERVICES LLC History Added to 3,047 217 0.02% 0.02% 589 +412 15.64% Q4 2025 Jan 23, 2026
Onyx Bridge Wealth Group LLC History Reduced 3,032 216 0.02% 0.03% 590 -207 -6.39% Q4 2025 Feb 18, 2026
Pallas Capital Advisors LLC History No change 3,029 216 0.01% 0.01% 591 0 0.0% Q4 2025 Jan 14, 2026
Meridian Wealth Management, LLC History Reduced 3,021 215 0.01% 0.19% 592 -62,080 -95.36% Q4 2025 Feb 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,016 215 0.01% 0.01% 593 0 0.0% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 3,019 215 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Reduced 2,998 214 0.0% 0.01% 595 -2,574 -46.2% Q4 2025 Jan 26, 2026
ORG Partners LLC History Reduced 2,998 214 0.04% 0.07% 596 -1,968 -39.63% Q4 2025 Jan 14, 2026
Meridian Financial Advisors, LLC History New 2,993 213 0.12% — 597 +2,993 New Q4 2025 Jan 23, 2026
ARWA LLC History New 2,986 213 0.12% — 599 +2,986 New Q4 2025 Feb 27, 2026
Bernard Wealth Management Corp. History No change 2,992 213 0.09% 0.09% 598 0 0.0% Q4 2025 Jan 15, 2026
One Charles Private Wealth Services, LLC History Added to 2,978 212 0.05% 0.06% 601 +197 7.08% Q4 2025 Feb 06, 2026
Keel Point, LLC History No change 2,978 212 0.01% 0.01% 600 0 0.0% Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History New 2,955 211 0.0% — 602 +2,955 New Q4 2025 Feb 17, 2026
Darden Wealth Group Inc History Reduced 2,960 211 0.1% 0.13% 603 -200 -6.33% Q4 2025 Feb 09, 2026
Urban Wealth Management, LLC History New 2,930 209 0.19% — 605 +2,930 New Q4 2025 Jan 30, 2026
Opal Wealth Advisors, LLC History Added to 2,935 209 0.05% 0.06% 604 +71 2.48% Q4 2025 Jan 26, 2026
Collier Financial History Reduced 2,930 209 0.16% 0.17% 606 -1 -0.03% Q4 2025 Feb 12, 2026
ROBERTS GLORE & CO INC /IL/ History No change 2,925 208 0.06% 0.06% 607 0 0.0% Q4 2025 Feb 05, 2026
CRUX WEALTH ADVISORS History Added to 2,902 207 0.08% 0.08% 609 +218 8.12% Q4 2025 Jan 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,902 207 0.01% 0.01% 608 +143 5.18% Q4 2025 Feb 06, 2026
William Mack & Associates, Inc. History No change 2,899 207 0.1% 0.12% 610 0 0.0% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History Added to 2,870 206 0.0% 0.0% 611 +1,350 88.82% Q4 2025 Jan 15, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 2,867 204 0.07% 0.08% 612 -65 -2.22% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 2,855 203 0.01% 0.01% 613 +341 13.56% Q4 2025 Feb 06, 2026
Synergy Investment Management, LLC History No change 2,852 203 0.07% 0.08% 614 0 0.0% Q4 2025 Feb 06, 2026
VIAWEALTH, LLC History Added to 2,830 202 0.11% 0.12% 616 +21 0.75% Q4 2025 Feb 10, 2026
Accredited Investors Inc. History No change 2,830 202 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 05, 2026
Pinnacle Bancorp, Inc. History Added to 2,802 200 0.06% 0.04% 617 +861 44.36% Q4 2025 Jan 22, 2026
Team Financial Group, LLC History Added to 2,651 189 0.09% 0.09% 618 +207 8.47% Q4 2025 Jan 13, 2026
NBT BANK N A /NY History No change 2,400 171 0.01% 0.01% 619 0 0.0% Q4 2025 Jan 23, 2026
Investors Portfolio Services LLC History New 2,311 165 0.15% — 620 +2,311 New Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Added to 2,162 154 0.0% 0.0% 621 +243 12.66% Q4 2025 Feb 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,148 153 0.02% 0.02% 622 0 0.0% Q4 2025 Feb 09, 2026
Archer Investment Corp History Reduced 2,139 152 0.03% 0.04% 623 -231 -9.75% Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 2,069 147 0.0% 0.0% 624 -739 -26.32% Q4 2025 Feb 12, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 2,020 144 0.01% 0.01% 625 +500 32.89% Q4 2025 Jan 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,975 141 0.0% — 626 +1,975 New Q4 2025 Feb 13, 2026
Clark Wealth Partners History No change 1,944 138 0.08% 0.08% 627 0 0.0% Q4 2025 Feb 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,927 137 0.0% 0.0% 628 +80 4.33% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History New 1,900 135 0.0% — 629 +1,900 New Q4 2025 Feb 11, 2026
Greykasell Wealth Strategies, Inc. History Added to 1,879 134 0.05% 0.06% 630 +5 0.27% Q4 2025 Feb 11, 2026
Front Row Advisors LLC History Reduced 1,851 132 0.04% 0.05% 631 -85 -4.39% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History New 1,840 131 0.02% — 632 +1,840 New Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Added to 1,839 131 0.01% 0.02% 633 +3 0.16% Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History New 1,827 130 0.04% — 634 +1,827 New Q4 2025 Feb 06, 2026
RMG Wealth Management LLC History New 493 128 0.02% — 635 +493 New Q4 2025 Jan 29, 2026
Financial Freedom, LLC History Added to 1,796 128 0.06% 0.07% 636 +5 0.28% Q4 2025 Feb 17, 2026
Fairscale Capital, LLC History No change 1,728 123 0.08% 0.09% 637 0 0.0% Q4 2025 Feb 17, 2026
Benson Wealth Management INC History New 1,714 122 0.14% — 640 +1,714 New Q4 2025 Feb 12, 2026
Murphy & Mullick Capital Management Corp History Added to 1,710 122 0.09% 0.07% 639 +526 44.43% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History No change 1,710 122 0.01% 0.02% 638 0 0.0% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History Added to 1,504 107 0.01% 0.01% 641 +645 75.09% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History Reduced 1,437 102 0.0% 0.0% 642 -250 -14.82% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History New 1,300 92 0.0% — 643 +1,300 New Q4 2025 Feb 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 1,294 92 0.08% 0.19% 644 -1,135 -46.73% Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 1,275 91 0.0% 0.0% 645 0 0.0% Q4 2025 Feb 09, 2026
Key FInancial Inc History Added to 1,239 88 0.02% 0.01% 646 +847 216.07% Q4 2025 Feb 09, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,350 88 0.12% 0.14% 647 +3 0.22% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Reduced 1,222 87 0.0% 0.0% 648 -575 -32.0% Q4 2025 Feb 03, 2026
MCF Advisors LLC History New 1,210 86 0.0% — 649 +1,210 New Q4 2025 Feb 11, 2026
Register Financial Advisors LLC History Reduced 1,213 86 0.03% 0.04% 650 -31 -2.49% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 1,199 85 0.0% 0.0% 651 +7 0.59% Q4 2025 Feb 02, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 1,150 82 0.01% 0.01% 652 0 0.0% Q4 2025 Feb 17, 2026
Bangor Savings Bank History No change 1,100 78 0.01% 0.01% 653 0 0.0% Q4 2025 Jan 16, 2026
Whipplewood Advisors, LLC History Added to 1,066 76 0.05% 0.01% 655 +952 835.09% Q4 2025 Feb 17, 2026
Biltmore Family Office, LLC History No change 1,077 76 0.01% 0.01% 654 0 0.0% Q4 2025 Feb 04, 2026
SageView Advisory Group, LLC History New 1,036 74 0.0% — 656 +1,036 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 994 71 0.0% 0.0% 657 -6,651 -87.0% Q4 2025 Feb 11, 2026
Elyxium Wealth, LLC History New 969 69 0.02% — 658 +969 New Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 947 68 0.0% 0.0% 660 +754 390.67% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History Added to 952 68 0.0% 0.0% 659 +546 134.48% Q4 2025 Jan 26, 2026
Noble Wealth Management PBC History No change 925 66 0.03% 0.04% 661 0 0.0% Q4 2025 Jan 05, 2026
Providence Capital Advisors, LLC History Reduced 885 63 0.01% 0.02% 662 -415 -31.92% Q4 2025 Feb 12, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 876 62 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 13, 2026
Solstein Capital, LLC History Reduced 856 61 0.02% 0.11% 665 -5,708 -86.96% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History Added to 858 61 0.01% 0.01% 664 +1 0.12% Q4 2025 Jan 23, 2026
Accordant Advisory Group Inc History Added to 852 60 0.04% 0.03% 669 +350 69.72% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History Added to 840 60 0.01% 0.0% 666 +261 45.08% Q4 2025 Jan 23, 2026
Investment Research & Advisory Group, Inc. History No change 840 60 0.02% 0.02% 667 0 0.0% Q4 2025 Jan 20, 2026
Bell Investment Advisors, Inc History No change 850 60 0.01% 0.01% 668 0 0.0% Q4 2025 Feb 24, 2026
AMERIFLEX GROUP, INC. History Reduced 839 59 0.03% 0.05% 672 -839 -50.0% Q4 2025 Feb 18, 2026
BOK Financial Private Wealth, Inc. History No change 830 59 0.0% 0.0% 670 0 0.0% Q4 2025 Feb 06, 2026
Inlight Wealth Management, LLC History No change 839 59 0.02% 0.03% 671 0 0.0% Q4 2025 Jan 23, 2026
BFSG, LLC History No change 750 53 0.01% 0.01% 673 0 0.0% Q4 2025 Jan 22, 2026
Modus Advisors, LLC History New 671 47 0.01% — 674 +671 New Q4 2025 Feb 11, 2026
EASTERN BANK History No change 652 46 0.0% 0.0% 675 0 0.0% Q4 2025 Jan 14, 2026
Signature Equity Partners, LLC History New 632 45 0.02% — 676 +632 New Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 625 44 0.0% — 677 +625 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 600 43 0.0% 0.0% 678 0 0.0% Q4 2025 Jan 26, 2026
Hilltop National Bank History No change 585 41 0.01% 0.01% 679 0 0.0% Q4 2025 Jan 07, 2026
AlphaCore Capital LLC History New 571 40 0.0% — 680 +571 New Q4 2025 Feb 05, 2026
Newbridge Financial Services Group, Inc. History Added to 563 40 0.01% 0.0% 681 +400 245.4% Q4 2025 Jan 21, 2026
Crews Bank & Trust History No change 555 39 0.01% 0.01% 682 0 0.0% Q4 2025 Jan 21, 2026
Ankerstar Wealth, LLC History New 536 38 0.04% — 685 +536 New Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 541 38 0.0% 0.0% 683 +2 0.37% Q4 2025 Jan 08, 2026
Stephens Consulting, LLC History No change 540 38 0.01% 0.01% 684 0 0.0% Q4 2025 Jan 13, 2026
Ancora Advisors LLC History Added to 530 37 0.0% 0.0% 687 +67 14.47% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Added to 523 37 0.01% 0.01% 688 +67 14.69% Q4 2025 Feb 12, 2026
NATIXIS History Added to 523 37 0.0% 0.0% 686 +1 0.19% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 507 36 0.03% — 689 +507 New Q4 2025 Feb 10, 2026
Roxbury Financial LLC History Added to 494 35 0.03% 0.03% 692 +2 0.41% Q4 2025 Jan 05, 2026
Wellington Shields & Co., LLC History No change 500 35 0.01% 0.01% 690 0 0.0% Q4 2025 Feb 09, 2026
DHJJ Financial Advisors, Ltd. History No change 501 35 0.01% 0.01% 691 0 0.0% Q4 2025 Jan 23, 2026
TUCKER ASSET MANAGEMENT LLC History New 482 34 0.01% — 693 +482 New Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Reduced 431 30 0.0% 0.0% 694 -27 -5.9% Q4 2025 Feb 12, 2026
Truvestments Capital LLC History New 406 29 0.01% — 695 +406 New Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 390 28 0.0% 0.0% 696 -730 -65.18% Q4 2025 Feb 03, 2026
Ransom Advisory, Ltd History New 400 28 0.01% — 698 +400 New Q4 2025 Jan 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 395 28 0.02% — 697 +395 New Q4 2025 Feb 11, 2026
New England Capital Financial Advisors LLC History Added to 390 27 0.01% 0.01% 700 +1 0.26% Q4 2025 Feb 02, 2026
Smallwood Wealth Investment Management, LLC History No change 385 27 0.01% 0.01% 699 0 0.0% Q4 2025 Jan 23, 2026
Nemes Rush Group LLC History Added to 359 25 0.0% 0.0% 701 +174 94.05% Q4 2025 Feb 11, 2026
eCIO, Inc. History New 345 24 0.01% — 703 +345 New Q4 2025 Jan 20, 2026
Vermillion & White Wealth Management Group, LLC History Added to 341 24 0.01% 0.01% 704 +150 78.53% Q4 2025 Feb 18, 2026
Realta Investment Advisors History No change 345 24 0.01% 0.01% 702 0 0.0% Q4 2025 Jan 20, 2026
BankPlus Trust Department History No change 340 24 0.01% 0.01% 705 0 0.0% Q4 2025 Jan 27, 2026
Colonial Trust Advisors History No change 325 23 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 12, 2026
Ameliora Wealth Management Ltd. History Added to 319 22 0.01% 0.0% 707 +129 67.89% Q4 2025 Jan 21, 2026
Hyposwiss Advisors SA History New 300 21 0.02% — 710 +300 New Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History No change 300 21 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 300 21 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 23, 2026
Activest Wealth Management History Added to 282 20 0.0% 0.0% 711 +1 0.36% Q4 2025 Jan 30, 2026
BAYBAN History New 242 17 0.02% — 712 +242 New Q4 2025 Mar 05, 2026
DiNuzzo Private Wealth, Inc. History No change 235 16 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 16, 2026
ORG Wealth Partners, LLC History No change 230 16 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 14, 2026
Navalign, LLC History New 221 15 0.0% — 715 +221 New Q4 2025 Feb 05, 2026
JDM Financial Group LLC History No change 220 15 0.01% 0.01% 716 0 0.0% Q4 2025 Feb 02, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 206 14 0.01% 0.01% 717 0 0.0% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 200 14 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 08, 2026
FINANCIAL CONSULATE, INC History Added to 195 13 0.0% 0.0% 720 +20 11.43% Q4 2025 Jan 22, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 192 13 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 23, 2026
Financial Network Wealth Advisors LLC History No change 193 13 0.01% 0.02% 721 0 0.0% Q4 2025 Feb 13, 2026
Nova Wealth Management, Inc. History No change 195 13 0.01% 0.01% 722 0 0.0% Q4 2025 Jan 14, 2026
UMB Bank, n.a. History No change 170 12 0.0% 0.0% 723 0 0.0% Q4 2025 Feb 13, 2026
Coastline Trust Co History No change 168 12 0.0% 0.0% 724 0 0.0% Q4 2025 Jan 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 170 12 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 27, 2026
Imprint Wealth LLC History No change 176 12 0.06% 0.04% 726 0 0.0% Q4 2025 Feb 17, 2026
Financial Perspectives, Inc History New 145 10 0.0% — 728 +145 New Q4 2025 Jan 28, 2026
CENTRAL TRUST Co History Reduced 149 10 0.0% 0.0% 727 -34 -18.58% Q4 2025 Feb 02, 2026
HighMark Wealth Management LLC History Added to 136 9 0.0% 0.0% 729 +1 0.74% Q4 2025 Feb 05, 2026
Quest 10 Wealth Builders, Inc. History No change 134 9 0.01% 0.01% 730 0 0.0% Q4 2025 Jan 29, 2026
Kilter Group LLC History No change 137 9 0.0% 0.0% 731 0 0.0% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 138 9 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 07, 2026
Key Capital Management, INC History New 114 8 0.01% — 736 +114 New Q4 2025 Jan 26, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 125 8 0.0% 0.0% 733 0 0.0% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History No change 125 8 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 26, 2026
WOLFF WIESE MAGANA LLC History No change 113 8 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 14, 2026
GW&K Investment Management, LLC History Reduced 101 7 0.0% 0.0% 738 -169 -62.59% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Added to 100 7 0.0% 0.0% 742 +50 100.0% Q4 2025 Feb 04, 2026
FIRST HORIZON CORP History Added to 110 7 0.0% 0.0% 737 +35 46.67% Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Added to 105 7 0.0% 0.0% 739 +1 0.96% Q4 2025 Feb 18, 2026
Missouri Trust & Investment Co History No change 110 7 0.0% 0.0% 740 0 0.0% Q4 2025 Feb 13, 2026
Abound Wealth Management History No change 109 7 0.0% 0.0% 741 0 0.0% Q4 2025 Jan 12, 2026
Copia Wealth Management History No change 100 7 0.01% 0.01% 743 0 0.0% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History Reduced 90 6 0.0% 0.01% 745 -1,565 -94.56% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Reduced 86 6 0.0% 0.0% 746 -40 -31.75% Q4 2025 Jan 16, 2026
Trust Co History No change 92 6 0.0% 0.0% 744 0 0.0% Q4 2025 Jan 15, 2026
LRI Investments, LLC History New 72 5 0.0% — 752 +72 New Q4 2025 Feb 04, 2026
Rosenberg Matthew Hamilton History Reduced 79 5 0.0% 0.0% 750 -61 -43.57% Q4 2025 Jan 05, 2026
PITTENGER & ANDERSON INC History No change 70 5 0.0% 0.0% 747 0 0.0% Q4 2025 Feb 02, 2026
SIGNATUREFD, LLC History No change 80 5 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 20, 2026
Morse Asset Management, Inc History No change 75 5 0.0% 0.0% 749 0 0.0% Q4 2025 Feb 03, 2026
GAMMA Investing LLC History No change 80 5 0.0% 0.0% 751 0 0.0% Q4 2025 Jan 05, 2026
Colonial Trust Co / SC History New 66 4 0.0% — 755 +66 New Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 56 4 0.0% — 756 +56 New Q4 2025 Jan 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 68 4 0.0% 0.0% 757 +23 51.11% Q4 2025 Jan 28, 2026
Strengthening Families & Communities, LLC History Reduced 65 4 0.0% 0.0% 754 -4 -5.8% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History No change 59 4 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 67 4 0.0% 0.0% 758 0 0.0% Q4 2025 Jan 15, 2026
GABLES CAPITAL MANAGEMENT INC. History New 50 3 0.0% — 761 +50 New Q4 2025 Feb 06, 2026
Hilton Head Capital Partners, LLC History New 50 3 0.0% — 767 +50 New Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History New 46 3 0.0% — 760 +46 New Q4 2025 Feb 13, 2026
WealthCollab, LLC History New 44 3 0.0% — 763 +44 New Q4 2025 Jan 27, 2026
Strive Financial Group ,LLC History New 44 3 0.0% — 765 +44 New Q4 2025 Feb 18, 2026
McIlrath & Eck, LLC History No change 42 3 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 03, 2026
Pacifica Partners Inc. History No change 50 3 0.0% 0.0% 762 0 0.0% Q4 2025 Jan 09, 2026
WPG Advisers, LLC History No change 50 3 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 28, 2026
Cornerstone National Bank & Trust Co History No change 51 3 0.0% 0.0% 766 0 0.0% Q4 2025 Jan 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 26 2 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 09, 2026
Caitlin John, LLC History No change 34 2 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 18, 2026
Garton & Associates Financial Advisors LLC History New 22 1 0.0% — 771 +22 New Q4 2025 Feb 18, 2026
MASECO LLP History New 14 1 0.0% — 770 +14 New Q4 2025 Jan 22, 2026
PRUDENTIAL PLC History Closed out 0 0 — 0.18% — -330,187 -100.0% Q3 2025 Nov 14, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 3.76% — -98,045 -100.0% Q3 2025 Oct 27, 2025
Florin Court Capital LLP History Closed out 0 0 — 2.42% — -40,600 -100.0% Q3 2025 Nov 03, 2025
WORLD EQUITY GROUP, INC. History Closed out 0 0 — 0.6% — -34,631 -100.0% Q3 2025 Oct 24, 2025
Summit Trail Advisors, LLC History Closed out 0 0 — 0.03% — -30,290 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.11% — -13,322 -100.0% Q3 2025 Nov 03, 2025
GeoWealth Management, LLC History Closed out 0 0 — 0.03% — -11,433 -100.0% Q3 2025 Nov 13, 2025
Tranquilli Financial Advisor LLC History Closed out 0 0 — 0.45% — -10,061 -100.0% Q3 2025 Oct 30, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.02% — -7,362 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.06% — -6,518 -100.0% Q3 2025 Nov 12, 2025
HERBST GROUP, LLC History Closed out 0 0 — 0.22% — -4,700 -100.0% Q3 2025 Nov 14, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.04% — -3,779 -100.0% Q3 2025 Oct 21, 2025
NORTHERN TRUST CORP History Closed out 0 0 — 0.0% — -3,767 -100.0% Q3 2025 Nov 14, 2025
WMG Financial Advisors, LLC History Closed out 0 0 — 0.1% — -3,759 -100.0% Q3 2025 Oct 23, 2025
Birchcreek Wealth Management, LLC History Closed out 0 0 — 0.13% — -3,307 -100.0% Q3 2025 Oct 28, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.02% — -3,168 -100.0% Q3 2025 Nov 04, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.0% — -3,100 -100.0% Q3 2025 Nov 03, 2025
SIGNET FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -2,983 -100.0% Q3 2025 Nov 07, 2025
Florida Trust Wealth Management Co History Closed out 0 0 — 0.01% — -2,944 -100.0% Q3 2025 Oct 29, 2025
M&T BANK CORP History Closed out 0 0 — 0.0% — -2,828 -100.0% Q3 2025 Nov 14, 2025
J2 Capital Management Inc History Closed out 0 0 — 0.16% — -2,819 -100.0% Q3 2025 Oct 14, 2025
Prospect Financial Services LLC History Closed out 0 0 — 0.12% — -2,766 -100.0% Q3 2025 Nov 07, 2025
Quadcap Wealth Management, LLC History Closed out 0 0 — 0.02% — -2,694 -100.0% Q3 2025 Nov 14, 2025
Riverview Capital Advisers, LLC History Closed out 0 0 — 0.06% — -2,669 -100.0% Q3 2025 Nov 12, 2025
Pines Wealth Management, LLC History Closed out 0 0 — 0.07% — -2,645 -100.0% Q3 2025 Nov 03, 2025
Beacon Bank & Trust History Closed out 0 0 — 0.04% — -2,640 -100.0% Q3 2025 Oct 24, 2025
Balentine LLC History Closed out 0 0 — 0.01% — -2,410 -100.0% Q3 2025 Nov 07, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -1,200 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 — 0.02% — -766 -100.0% Q3 2025 Nov 07, 2025