Pacer Funds Trust - COWZ

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 114 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 Reduced 38,659,376 2,326,134 0.17% 0.17% 1 -4,926,260 -11.3% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 18,708,533 1,125,692 0.31% 0.34% 2 -1,746,181 -8.54% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 15,312,750 921,368 0.06% 0.06% 3 -1,690,202 -9.94% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 8,846,219 532,276 0.17% 0.19% 4 -1,431,934 -13.93% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 7,978,756 480,081 0.3% 0.35% 5 -1,063,208 -11.76% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,016,494 422,182 0.08% 0.08% 6 -624,769 -8.18% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 5,758,501 346,489 0.38% 0.41% 7 -326,826 -5.37% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 4,770,845 287,061 0.05% 0.05% 8 -242,158 -4.83% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 3,983,769 239,812 0.35% 0.43% 9 -1,358,932 -25.44% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,461,176 208,208 0.05% 0.06% 10 -768,728 -18.17% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 3,318,661 199,683 0.27% 0.28% 11 -460,037 -12.17% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 3,258,832 196,084 0.52% 0.61% 12 -584,185 -15.2% Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,232,605 194,505 0.06% 0.06% 13 -437,797 -11.93% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,741,100 164,932 0.03% — 14 +2,741,100 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 1,801,161 108,375 0.6% 0.63% 15 +3,426 0.19% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,697,873 102,161 0.25% 0.26% 16 -28,150 -1.63% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 1,684,967 101,384 0.11% 0.12% 17 -141,753 -7.76% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Added to 1,645,618 99,016 0.41% 0.41% 18 +87,133 5.59% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,625,686 97,817 0.06% 0.06% 19 -1,539 -0.09% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,401,445 86,286 0.12% 0.13% 20 -48,053 -3.32% Q4 2025 Jan 08, 2026
STIFEL FINANCIAL CORP History Reduced 1,394,324 83,896 0.08% 0.08% 21 -169,536 -10.84% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 1,042,979 62,756 0.1% 0.1% 22 -49,623 -4.54% Q4 2025 Feb 13, 2026
Capital Asset Advisory Services LLC History Added to 975,844 60,082 2.42% 2.38% 23 +17,863 1.86% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 968,064 58,248 1.01% 1.16% 24 +15,857 1.67% Q4 2025 Feb 19, 2026
SFMG, LLC History Added to 950,367 57,183 3.83% 3.68% 25 +26,453 2.86% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 898,123 54,040 0.08% 0.09% 26 +8,284 0.93% Q4 2025 Feb 18, 2026
O'Brien Wealth Partners LLC History Reduced 831,660 50,041 6.62% 6.48% 27 -1,502 -0.18% Q4 2025 Jan 22, 2026
Rockefeller Capital Management L.P. History Added to 826,983 49,760 0.09% 0.06% 28 +265,989 47.41% Q4 2025 Mar 16, 2026
Evensky & Katz LLC History Added to 820,713 49,382 2.79% 2.68% 29 +15,597 1.94% Q4 2025 Feb 05, 2026
Provident Wealth Management, LLC History Added to 819,714 49,322 14.61% 14.12% 30 +7,245 0.89% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Reduced 803,748 48,362 0.11% 0.12% 31 -65,025 -7.48% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Added to 802,814 48,305 0.35% 0.28% 32 +180,690 29.04% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 708,687 42,641 0.02% 0.02% 33 -19,712 -2.71% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 704,963 42,417 0.06% 0.06% 34 -11,506 -1.61% Q4 2025 Feb 02, 2026
Aprio Wealth Management, LLC History Added to 704,058 42,363 2.43% 3.82% 35 +35,747 5.35% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Added to 676,902 40,729 0.25% 0.22% 36 +80,269 13.45% Q4 2025 Jan 29, 2026
Modern Wealth Management, LLC History Reduced 658,118 39,598 0.72% 0.82% 37 -63,320 -8.78% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 647,900 39,383 0.88% 0.91% 38 +179,669 38.37% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Reduced 634,064 38,148 0.04% 0.06% 39 -56,714 -8.21% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 605,659 36,442 0.2% 0.23% 40 -100,040 -14.18% Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 602,798 36,270 0.04% 0.05% 41 -35,818 -5.61% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 568,262 34,192 0.67% 0.66% 42 +17,860 3.24% Q4 2025 Jan 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 559,720 33,678 0.2% — 43 +559,720 New Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 556,163 33,464 0.16% 0.17% 44 -56,363 -9.2% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 547,417 32,938 0.23% 0.26% 45 -60,944 -10.02% Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 524,152 31,538 11.11% — 46 +524,152 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 507,288 30,523 0.11% 0.14% 47 -16,266 -3.11% Q4 2025 Feb 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 503,696 30,307 0.38% 0.37% 48 +3,445 0.69% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History Added to 497,102 29,910 1.1% 1.11% 49 +7,771 1.59% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 494,673 29,764 0.06% 0.06% 50 +10,275 2.12% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Reduced 486,798 29,290 2.67% 2.68% 51 -3,914 -0.8% Q4 2025 Jan 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 485,760 29,228 0.56% 0.56% 52 +500 0.1% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 478,474 28,789 0.17% 0.15% 53 +48,099 11.18% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 469,490 28,258 0.21% — 54 +469,490 New Q4 2025 Feb 18, 2026
Wilmington Savings Fund Society, FSB History Reduced 467,636 28,137 0.66% 0.76% 55 -78,691 -14.4% Q4 2025 Feb 12, 2026
Paragon Capital Management Ltd History Reduced 423,400 25,476 5.07% 4.59% 56 -1,313 -0.31% Q4 2025 Jan 22, 2026
Foster Victor Wealth Advisors, LLC History Added to 395,479 24,389 1.42% 1.42% 57 +994 0.25% Q4 2025 Jan 26, 2026
Presidio Capital Management, LLC History Reduced 402,389 24,211 7.27% 8.13% 58 -1,144 -0.28% Q4 2025 Jan 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 400,000 24,068 0.01% — 59 +399,997 13333233.33% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 387,563 23,319 0.47% 0.61% 60 -83,091 -17.65% Q4 2025 Feb 09, 2026
&PARTNERS History Reduced 387,096 23,318 0.12% 0.14% 61 -4,309 -1.1% Q4 2025 Feb 17, 2026
Wiser Wealth Management, Inc History Added to 376,069 22,628 5.03% 4.86% 62 +6,242 1.69% Q4 2025 Jan 12, 2026
MATAURO, LLC History Added to 373,245 22,458 3.38% 3.34% 63 +7,645 2.09% Q4 2025 Jan 16, 2026
Drucker Wealth 3.0, LLC History Added to 359,196 21,612 3.8% 3.46% 64 +20,565 6.07% Q4 2025 Feb 03, 2026
IHT Wealth Management, LLC History Reduced 357,342 21,501 0.52% 0.68% 65 -108,758 -23.33% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 352,319 21,199 0.98% 0.98% 66 +2,805 0.8% Q4 2025 Feb 13, 2026
Intelligence Driven Advisers, LLC History Reduced 346,365 20,840 2.98% 3.12% 67 -44,754 -11.44% Q4 2025 Jan 23, 2026
Marble Wealth, LLC History New 342,530 20,610 2.86% — 68 +342,530 New Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 335,473 20,185 1.2% 1.19% 69 -19 -0.01% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Reduced 349,122 19,848 0.48% 0.42% 70 -30,929 -8.14% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 323,271 19,451 0.05% 0.05% 71 +9,621 3.07% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Reduced 320,047 19,257 0.11% 0.32% 72 -701,827 -68.68% Q4 2025 Jan 29, 2026
HBW ADVISORY SERVICES LLC History Reduced 314,595 18,929 2.06% 2.58% 73 -84,491 -21.17% Q4 2025 Jan 23, 2026
Wealth Group Ltd History Reduced 314,125 18,900 4.23% 4.92% 74 -56,042 -15.14% Q4 2025 Jan 12, 2026
OPPENHEIMER & CO INC History Reduced 295,913 17,805 0.25% 0.23% 75 -31,988 -9.76% Q4 2025 Feb 02, 2026
Compound Planning, Inc. History Added to 290,230 17,463 0.51% 0.52% 76 +10,649 3.81% Q4 2025 Feb 19, 2026
Pacer Advisors, Inc. History Reduced 287,714 17,311 0.04% 0.04% 77 -7,654 -2.59% Q4 2025 Feb 24, 2026
Concurrent Investment Advisors, LLC History Added to 275,339 16,567 0.19% 0.24% 78 +36,095 15.09% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Reduced 274,813 16,535 0.19% 0.21% 79 -29,034 -9.56% Q4 2025 Jan 20, 2026
Qube Research & Technologies Ltd History Reduced 274,012 16,487 0.02% 0.02% 80 -12,049 -4.21% Q4 2025 Feb 17, 2026
Clay Northam Wealth Management, LLC History Added to 273,476 16,455 9.14% 8.91% 81 +2,140 0.79% Q4 2025 Feb 17, 2026
PSI Advisors, LLC History Reduced 271,843 16,356 4.11% 4.18% 82 -10,553 -3.74% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Reduced 271,578 16,340 0.4% 0.47% 83 -48,686 -15.2% Q4 2025 Jan 28, 2026
Inlight Wealth Management, LLC History Added to 257,643 15,502 5.68% 5.5% 84 +53,644 26.3% Q4 2025 Jan 23, 2026
Financial Security Advisor, Inc. History Added to 249,648 15,175 2.94% 2.31% 85 +60,420 31.93% Q4 2025 Feb 05, 2026
Sigma Planning Corp History Reduced 250,621 15,098 0.42% 0.45% 86 -25,437 -9.21% Q4 2025 Jan 30, 2026
Altus Wealth Group LLC History Reduced 246,356 14,823 5.92% 6.76% 87 -40,037 -13.98% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 246,081 14,806 0.3% 0.35% 88 -14,934 -5.72% Q4 2025 Feb 03, 2026
Advisory Alpha, LLC History Reduced 245,024 14,743 0.4% 0.39% 89 -451 -0.18% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 242,030 14,562 0.92% 0.92% 90 +2,479 1.03% Q4 2025 Feb 06, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 240,962 14,498 0.9% 0.5% 91 +120,659 100.3% Q4 2025 Feb 11, 2026
Cyr Financial Inc. History Added to 240,096 14,446 9.01% 8.76% 92 +17,093 7.66% Q4 2025 Jan 16, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 237,718 14,303 5.3% 5.15% 93 +1,847 0.78% Q4 2025 Jan 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 237,698 14,302 0.47% 0.46% 94 +5,701 2.46% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 235,545 14,172 0.68% 0.75% 95 -27,134 -10.33% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History Reduced 234,438 14,106 0.02% 0.05% 96 -311,182 -57.03% Q4 2025 Mar 09, 2026
Financial Partners Group, Inc History Reduced 218,500 13,606 1.57% 1.63% 97 -9,716 -4.26% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 225,645 13,577 0.19% 0.19% 98 +2,672 1.2% Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History Added to 223,893 13,471 3.5% 3.45% 99 +141 0.06% Q4 2025 Feb 03, 2026
Madrona Financial Services, LLC History Added to 223,104 13,424 2.87% 2.8% 100 +2,392 1.08% Q4 2025 Jan 22, 2026
Sylvest Advisors, LLC History Reduced 219,078 13,181 7.03% 8.27% 101 -48,774 -18.21% Q4 2025 Jan 20, 2026
CORA CAPITAL ADVISORS LLC History Added to 216,427 13,022 5.07% 5.27% 102 +918 0.43% Q4 2025 Jan 28, 2026
Longview Financial Advisors, Inc. History Added to 214,835 12,926 8.78% 8.77% 103 +783 0.37% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Added to 214,752 12,921 0.0% 0.0% 104 +98,434 84.62% Q4 2025 Mar 25, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 212,241 12,771 0.02% — 105 +212,241 New Q4 2025 Feb 05, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 211,359 12,717 3.65% 4.02% 106 -21,359 -9.18% Q4 2025 Jan 27, 2026
WealthPlan Investment Management, LLC History Reduced 208,408 12,539 0.8% 0.85% 107 -14,667 -6.57% Q4 2025 Feb 05, 2026
Copley Financial Group, Inc. History Added to 206,366 12,417 7.68% 7.42% 108 +17,572 9.31% Q4 2025 Feb 17, 2026
GEN Financial Management, INC. History Added to 202,860 12,251 7.71% 9.87% 109 +3,678 1.85% Q4 2025 Jan 15, 2026
Csenge Advisory Group History Reduced 203,322 12,233 0.55% 0.61% 110 -20,619 -9.21% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 202,231 12,168 0.22% 0.26% 111 +3,144 1.58% Q4 2025 Feb 06, 2026
COZAD ASSET MANAGEMENT INC History Reduced 200,712 12,076 0.94% 0.96% 112 -9,241 -4.4% Q4 2025 Feb 13, 2026
Ballast, Inc. History Reduced 200,343 12,054 2.82% 4.61% 113 -130,468 -39.44% Q4 2025 Feb 03, 2026
Sanchez Wealth Management Group History Reduced 198,676 11,954 2.56% 5.04% 114 -195,933 -49.65% Q4 2025 Feb 04, 2026
JPMORGAN CHASE & CO History Reduced 196,813 11,842 0.0% 0.0% 115 -18,839 -8.74% Q4 2025 Feb 11, 2026
XML Financial, LLC History Reduced 194,250 11,688 0.95% 0.91% 116 -1,320 -0.67% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Reduced 192,178 11,563 0.22% 0.28% 117 -12,923 -6.3% Q4 2025 Feb 13, 2026
Owen LaRue, LLC History Reduced 184,473 11,099 4.22% 4.3% 118 -5,538 -2.91% Q4 2025 Feb 05, 2026
Burns Matteson Capital Management, LLC History Reduced 182,595 10,986 3.85% 4.31% 119 -6,960 -3.67% Q4 2025 Jan 15, 2026
Fermata Advisors, LLC History Added to 181,154 10,900 2.62% 2.62% 120 +1,212 0.67% Q4 2025 Jan 08, 2026
Perennial Investment Advisors, LLC History Reduced 179,657 10,810 0.85% 0.87% 121 -4,987 -2.7% Q4 2025 Feb 17, 2026
Accordant Advisory Group Inc History Added to 178,789 10,757 7.42% 6.4% 122 +15,149 9.26% Q4 2025 Jan 22, 2026
Argo Wealth Advisory, LLC History New 178,690 10,751 6.43% — 123 +178,690 New Q4 2025 Jan 26, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 178,166 10,720 3.35% 3.35% 124 -6,793 -3.67% Q4 2025 Jan 22, 2026
MONECO ADVISORS, LLC History Reduced 176,448 10,616 0.84% 1.07% 125 -45,769 -20.6% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 176,153 10,599 0.04% 0.04% 126 +15,703 9.79% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 174,506 10,505 0.17% 0.32% 127 -156,260 -47.24% Q4 2025 Feb 09, 2026
Tamar Securities, LLC History Added to 172,194 10,360 1.09% 1.05% 128 +10,719 6.64% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 10,229 10,229 0.01% — 129 +10,229 New Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Added to 168,897 10,162 0.6% 0.38% 130 +15,548 10.14% Q4 2025 Jan 30, 2026
Lighthouse Wealth Management Inc. History Reduced 167,044 10,051 6.87% 7.82% 131 -500 -0.3% Q4 2025 Jan 15, 2026
Onyx Bridge Wealth Group LLC History Reduced 165,780 9,992 1.06% 1.12% 132 -14,096 -7.84% Q4 2025 Feb 18, 2026
PTM WEALTH MANAGEMENT, LLC History Added to 159,574 9,724 5.49% 5.35% 133 +4,886 3.16% Q4 2025 Jan 09, 2026
Mainsail Financial Group, LLC History Added to 160,926 9,682 4.03% 3.68% 134 +11,975 8.04% Q4 2025 Jan 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 151,347 9,665 1.38% 1.45% 135 -4,863 -3.11% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Reduced 160,404 9,651 0.05% 0.05% 136 -13,140 -7.57% Q4 2025 Jan 12, 2026
VestGen Advisors, LLC History Reduced 159,991 9,626 0.41% 0.31% 137 -739 -0.46% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 156,784 9,434 0.08% 0.07% 138 +6,121 4.06% Q4 2025 Jan 05, 2026
World Investment Advisors History Reduced 156,617 9,423 0.15% 0.29% 139 -87,523 -35.85% Q4 2025 Mar 12, 2026
BCS Wealth Management History Added to 154,092 9,271 0.94% 0.95% 140 +80,599 109.67% Q4 2025 Jan 26, 2026
Wood Tarver Financial Group, LLC History Added to 152,262 9,161 2.57% 2.51% 141 +4,215 2.85% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 147,459 8,872 0.07% 0.05% 142 +53,734 57.33% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 146,634 8,822 0.22% 0.28% 143 -40,104 -21.48% Q4 2025 Feb 09, 2026
Ted Buchan & Co History Added to 144,845 8,715 3.2% 3.13% 144 +6,015 4.33% Q4 2025 Feb 11, 2026
Parcion Private Wealth LLC History Added to 141,454 8,511 0.52% 0.49% 145 +4,750 3.47% Q4 2025 Jan 26, 2026
BLAIR WILLIAM & CO/IL History Reduced 139,499 8,393 0.02% 0.02% 146 -8,381 -5.67% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 138,555 8,336 0.12% 0.08% 147 +44,984 48.07% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 136,820 8,232 0.01% 0.02% 148 -34,938 -20.34% Q4 2025 Feb 11, 2026
Procyon Advisors, LLC History Reduced 133,991 8,062 0.4% 0.49% 149 -9,711 -6.76% Q4 2025 Jan 07, 2026
StoneX Group Inc. History Reduced 131,242 8,014 0.35% 0.38% 150 -19,055 -12.68% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 132,869 7,994 0.12% 0.15% 151 -23,877 -15.23% Q4 2025 Feb 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 132,140 7,951 0.36% 0.33% 152 +10,007 8.19% Q4 2025 Feb 13, 2026
Prota Financial, LLC History New 129,731 7,805 5.62% — 153 +129,731 New Q4 2025 Apr 09, 2026
Endowment Wealth Management, Inc. History Added to 128,893 7,755 3.56% 1.98% 154 +52,898 69.61% Q4 2025 Feb 09, 2026
CALTON & ASSOCIATES, INC. History Added to 127,981 7,700 1.13% 1.07% 155 +3,851 3.1% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 125,419 7,546 0.17% 0.2% 156 -8,339 -6.23% Q4 2025 Feb 06, 2026
Oxford Wealth Group, LLC History New 125,341 7,541 3.67% — 157 +125,341 New Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 124,912 7,515 0.36% 0.63% 158 -104,125 -45.46% Q4 2025 Jan 20, 2026
Kraft, Davis & Associates, LLC History Added to 118,412 7,326 1.64% 1.62% 159 +3,437 2.99% Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History Reduced 120,682 7,261 0.59% 0.65% 160 -9,877 -7.57% Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Reduced 115,661 7,177 0.18% 0.19% 161 -7,383 -6.0% Q4 2025 Jan 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 118,734 7,144 0.29% 0.25% 162 +15,187 14.67% Q4 2025 Jan 16, 2026
Modus Advisors, LLC History Reduced 118,178 7,110 1.88% 1.9% 163 -3,242 -2.67% Q4 2025 Feb 11, 2026
Atlas Wealth LLC History Added to 117,569 7,074 2.15% 1.58% 164 +32,524 38.24% Q4 2025 Feb 05, 2026
Team Financial Group, LLC History Reduced 117,239 7,054 3.2% 3.27% 165 -5,548 -4.52% Q4 2025 Jan 13, 2026
Clarus Wealth Advisors History Added to 113,903 7,047 2.92% 2.91% 166 +221 0.19% Q4 2025 Jan 14, 2026
RVW Wealth, LLC History Reduced 116,516 7,010 0.54% 0.54% 167 -3,248 -2.71% Q4 2025 Jan 12, 2026
Summit Financial, LLC History Added to 114,961 6,988 0.1% 0.08% 168 +22,100 23.8% Q4 2025 Feb 13, 2026
Fearless Solutions, LLC dba Best Invest History Added to 116,010 6,980 4.23% 4.27% 169 +84 0.07% Q4 2025 Jan 20, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 115,639 6,957 0.44% 0.44% 170 -3,283 -2.76% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 114,865 6,911 0.32% 0.02% 171 +111,101 2951.67% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 114,564 6,893 0.33% 0.58% 172 -130,901 -53.33% Q4 2025 Jan 27, 2026
Moors & Cabot, Inc. History Reduced 112,583 6,774 0.29% 0.29% 173 -1,980 -1.73% Q4 2025 Feb 10, 2026
WealthPLAN Partners, LLC History Reduced 112,037 6,741 1.01% 1.62% 174 -76,533 -40.59% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 111,529 6,710 0.03% 0.03% 175 +5,137 4.83% Q4 2025 Feb 09, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Added to 111,507 6,709 3.34% 3.12% 176 +2,829 2.6% Q4 2025 Jan 30, 2026
Retirement Planning Group, LLC History Reduced 110,954 6,676 0.22% 0.23% 177 -3,850 -3.35% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 110,332 6,673 0.03% — 178 +110,332 New Q4 2025 Feb 13, 2026
Americana Partners, LLC History Added to 109,266 6,574 0.18% 0.19% 179 +929 0.86% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 109,184 6,569 0.02% 0.02% 180 -16,897 -13.4% Q4 2025 Feb 02, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 108,208 6,510 1.34% 1.31% 181 +845 0.79% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 107,252 6,454 0.07% 0.07% 182 +2,266 2.16% Q4 2025 Feb 02, 2026
Prosperity Consulting Group, LLC History Reduced 106,751 6,423 0.29% 0.35% 183 -17,409 -14.02% Q4 2025 Feb 17, 2026
Tempo Wealth, LLC History New 105,769 6,364 1.13% — 184 +105,769 New Q4 2025 Feb 25, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 103,956 6,255 4.34% 5.37% 185 -19,967 -16.11% Q4 2025 Jan 23, 2026
Intrua Financial, LLC History Added to 102,568 6,171 0.65% 0.62% 186 +3,772 3.82% Q4 2025 Feb 05, 2026
SCS Capital Management LLC History Reduced 100,628 6,116 0.06% 0.07% 187 -5,132 -4.85% Q4 2025 Feb 10, 2026
Granby Capital Management, LLC History No change 100,000 6,017 3.21% 3.05% 188 0 0.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 99,654 5,996 0.0% 0.0% 189 -6,767 -6.36% Q4 2025 Feb 17, 2026
Tandem Investment Partners LLC History Reduced 97,394 5,860 4.94% 4.61% 190 -312 -0.32% Q4 2025 Jan 21, 2026
Anson Capital, Inc. History Reduced 96,571 5,810 4.23% 4.49% 191 -7,670 -7.36% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Added to 96,188 5,787 0.38% 0.3% 192 +17,142 21.69% Q4 2025 Jan 22, 2026
Focus Partners Advisor Solutions, LLC History Reduced 95,707 5,758 0.07% 0.11% 193 -68,670 -41.78% Q4 2025 Feb 11, 2026
UNIQUE WEALTH, LLC History Reduced 94,796 5,703 0.8% 0.88% 194 -9,735 -9.31% Q4 2025 Jan 06, 2026
First Heartland Consultants, Inc. History Added to 93,594 5,631 0.43% 0.42% 195 +2,348 2.57% Q4 2025 Jan 09, 2026
Winter & Associates, Inc. History New 93,452 5,623 5.2% — 196 +93,452 New Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Reduced 92,890 5,589 0.05% 0.06% 197 -4,621 -4.74% Q4 2025 Feb 17, 2026
TABLEAUX LLC History Reduced 78,069 5,433 3.85% 4.13% 198 -101,671 -56.57% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 89,534 5,387 0.28% 0.28% 199 +9,952 12.51% Q4 2025 Jan 26, 2026
Aspire Capital Advisors LLC History Added to 88,828 5,344 1.26% 1.25% 200 +337 0.38% Q4 2025 Jan 16, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 88,785 5,342 2.4% — 201 +88,785 New Q4 2025 Feb 06, 2026
American Alpha Advisors, LLC History Added to 88,718 5,338 3.16% 1.21% 202 +58,430 192.91% Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History Added to 87,670 5,275 1.42% 1.34% 203 +3,190 3.78% Q4 2025 Jan 28, 2026
Aptus Capital Advisors, LLC History Reduced 87,305 5,253 0.04% 0.04% 204 -5,288 -5.71% Q4 2025 Feb 13, 2026
Cerro Pacific Wealth Advisors LLC History Added to 85,603 5,150 1.39% 1.31% 205 +2,484 2.99% Q4 2025 Feb 02, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 84,887 5,107 0.04% 0.04% 206 -1,129 -1.31% Q4 2025 Feb 12, 2026
Fortune Financial Group, Inc. History New 84,105 5,061 4.98% — 207 +84,105 New Q4 2025 Feb 11, 2026
CMC Financial Group History Reduced 83,395 5,017 8.95% 14.74% 208 -55,102 -39.79% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Added to 81,427 4,899 0.14% 0.14% 209 +5,570 7.34% Q4 2025 Feb 12, 2026
ODonnell Financial Services, LLC History Reduced 80,669 4,853 1.66% 1.81% 210 -8,045 -9.07% Q4 2025 Jan 29, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 78,552 4,794 1.08% 1.17% 211 -893 -1.12% Q4 2025 Feb 04, 2026
Lunt Capital Management, Inc. History Added to 79,182 4,764 1.78% 1.72% 212 +915 1.17% Q4 2025 Jan 23, 2026
GERBER, LLC History Reduced 78,317 4,712 2.63% 5.13% 213 -63,792 -44.89% Q4 2025 Jan 21, 2026
USAdvisors Wealth Management, LLC History Added to 78,213 4,706 1.55% 1.5% 214 +2,561 3.39% Q4 2025 Feb 05, 2026
Cauble & Harre Wealth Management, Inc. History New 77,072 4,684 3.93% — 215 +77,072 New Q4 2025 Feb 05, 2026
Bedel Financial Consulting, Inc. History Reduced 77,735 4,677 0.5% 0.58% 216 -1,872 -2.35% Q4 2025 Jan 28, 2026
FAGAN ASSOCIATES, INC. History Reduced 76,356 4,594 0.61% 0.65% 217 -5,147 -6.32% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 76,329 4,592 0.02% — 218 +76,329 New Q4 2025 Feb 05, 2026
Symphony Financial Services, Inc. History Reduced 72,087 4,337 2.22% 2.34% 219 -3,443 -4.56% Q4 2025 Feb 12, 2026
MONEYWISE, INC. History Reduced 71,514 4,302 1.79% 2.38% 220 -20,122 -21.96% Q4 2025 Feb 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 71,329 4,291 0.09% 0.08% 221 +7,346 11.48% Q4 2025 Feb 06, 2026
Financial Guidance Group, Inc. History Reduced 71,112 4,278 1.75% 1.92% 222 -3,315 -4.45% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Reduced 69,481 4,180 0.32% 0.44% 223 -31,134 -30.94% Q4 2025 Jan 23, 2026
NWAM LLC History Added to 69,054 4,175 0.23% 0.2% 224 +6,038 9.58% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Reduced 68,340 4,112 0.07% 0.09% 225 -4,632 -6.35% Q4 2025 Jan 16, 2026
Copia Wealth Management History Reduced 67,495 4,061 2.9% 3.11% 226 -5,312 -7.3% Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 67,446 4,058 0.02% 0.02% 227 -15,565 -18.75% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Added to 66,762 4,017 0.01% 0.0% 228 +1,752 2.69% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History Reduced 66,318 3,990 1.62% 1.73% 229 -657 -0.98% Q4 2025 Jan 15, 2026
OakTrust Wealth Advisors, LLC History New 66,140 3,979 3.67% — 230 +66,140 New Q4 2025 Feb 27, 2026
First PREMIER Bank History Reduced 65,412 3,936 0.9% 0.97% 231 -8,898 -11.97% Q4 2025 Jan 23, 2026
RiverTree Advisors, LLC History No change 65,237 3,925 2.5% 2.4% 232 0 0.0% Q4 2025 Jan 15, 2026
Per Stirling Capital Management, LLC. History Reduced 64,657 3,890 0.44% 0.45% 233 -722 -1.1% Q4 2025 Feb 17, 2026
JBR Co Financial Management Inc History Reduced 64,568 3,885 1.63% 1.76% 234 -7,922 -10.93% Q4 2025 Jan 06, 2026
Cresset Asset Management, LLC History Added to 62,377 3,791 0.02% 0.0% 235 +58,015 1330.01% Q4 2025 Feb 17, 2026
LifeWealth Investments, LLC History Added to 63,007 3,791 1.2% 0.99% 236 +10,696 20.45% Q4 2025 Jan 26, 2026
Capital Analysts, LLC History Added to 62,569 3,765 0.11% 0.09% 237 +10,340 19.8% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Reduced 61,819 3,719 0.39% 0.41% 238 -3,396 -5.21% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 60,861 3,661 0.04% 0.05% 239 -12,154 -16.65% Q4 2025 Feb 05, 2026
ARQ WEALTH ADVISORS, LLC History Added to 60,340 3,630 0.98% 1.02% 240 +186 0.31% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 60,240 3,624 0.0% 0.0% 241 +514 0.86% Q4 2025 Feb 10, 2026
Post Resch Tallon Group Inc. History Added to 60,004 3,610 3.05% 2.91% 242 +2,675 4.67% Q4 2025 Jan 09, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 59,959 3,607 0.09% 0.15% 243 -40,019 -40.03% Q4 2025 Jan 23, 2026
Fairscale Capital, LLC History Reduced 57,985 3,524 2.34% 2.48% 244 -4,809 -7.66% Q4 2025 Feb 17, 2026
Proactive Wealth Strategies LLC History Added to 58,556 3,523 1.4% 1.41% 245 +1,750 3.08% Q4 2025 Feb 05, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 58,028 3,491 0.29% 0.32% 246 -6,859 -10.57% Q4 2025 Jan 27, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History Added to 57,096 3,435 1.58% 1.53% 247 +2,382 4.35% Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 56,860 3,421 0.04% 0.03% 248 +19,603 52.62% Q4 2025 Jan 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 56,266 3,385 0.27% 0.13% 249 +30,764 120.63% Q4 2025 Feb 12, 2026
Fortis Capital Management LLC History Reduced 55,365 3,331 0.44% 0.48% 250 -3,968 -6.69% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 53,919 3,244 0.04% 0.05% 251 -23,918 -30.73% Q4 2025 Jan 15, 2026
Betterment LLC History Added to 53,594 3,225 0.01% 0.01% 252 +775 1.47% Q4 2025 Feb 12, 2026
Broadleaf Partners, LLC History New 53,524 3,220 0.68% — 253 +53,524 New Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 53,185 3,200 0.17% 0.16% 254 +1,699 3.3% Q4 2025 Feb 05, 2026
Madison Park Capital Advisors, LLC History Added to 52,817 3,178 2.58% 2.45% 255 +758 1.46% Q4 2025 Jan 20, 2026
Pine Valley Investments Ltd Liability Co History Reduced 51,829 3,135 0.15% 0.2% 256 -19,668 -27.51% Q4 2025 Feb 13, 2026
TrueWealth Advisors, LLC History Added to 51,823 3,118 0.81% 0.77% 257 +2,180 4.39% Q4 2025 Jan 07, 2026
Valtinson Bruner Financial Planning LLC History Reduced 51,754 3,114 0.9% 0.92% 258 -2,366 -4.37% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 51,125 3,076 0.0% 0.0% 259 +339 0.67% Q4 2025 Feb 12, 2026
Hudock, Inc. History Reduced 50,858 3,060 0.45% 0.71% 260 -30,107 -37.19% Q4 2025 Feb 12, 2026
Firestone Capital Management History Reduced 50,526 3,040 0.64% 0.63% 261 -278 -0.55% Q4 2025 Feb 09, 2026
Sandbox Financial Partners, LLC History Added to 50,523 3,039 0.84% 0.78% 262 +3,401 7.22% Q4 2025 Jan 07, 2026
Cassady Wealth & Retirement Planning, LLC History New 50,107 3,014 1.97% — 263 +50,107 New Q4 2025 Apr 02, 2026
Echo Wealth Management, LLC History Reduced 49,469 2,976 1.74% 4.39% 264 -81,316 -62.18% Q4 2025 Jan 22, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 49,463 2,976 0.01% 0.01% 265 -4,471 -8.29% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 49,047 2,951 0.14% 0.11% 266 +14,187 40.7% Q4 2025 Feb 05, 2026
IFG Advisory, LLC History Added to 48,817 2,937 0.13% 0.1% 267 +10,990 29.05% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Added to 48,826 2,937 0.4% 0.39% 268 +411 0.85% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 48,450 2,915 0.17% 0.24% 269 -14,194 -22.66% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 47,747 2,872 0.03% 0.03% 270 -5,217 -9.85% Q4 2025 Feb 13, 2026
SFI Advisors, LLC History Reduced 47,651 2,867 1.84% 1.87% 271 -3,309 -6.49% Q4 2025 Feb 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 46,974 2,826 0.21% 0.41% 272 -45,348 -49.12% Q4 2025 Feb 09, 2026
VVR Holdings LLC History New 46,448 2,794 1.45% — 273 +46,448 New Q4 2025 Feb 11, 2026
Smith Thornton Advisors LLC History Added to 45,445 2,734 1.39% 1.32% 274 +1,677 3.83% Q4 2025 Jan 14, 2026
Petros Family Wealth, LLC History Added to 45,390 2,731 1.82% 2.08% 275 +2,127 4.92% Q4 2025 Jan 14, 2026
Breachway Investments LLC History New 45,140 2,716 2.86% — 276 +45,140 New Q4 2025 Jan 27, 2026
Paragon Private Wealth Management, LLC History Added to 44,875 2,700 0.83% 0.81% 277 +2,001 4.67% Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 44,019 2,648 0.19% 0.2% 278 +177 0.4% Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History Added to 43,930 2,643 0.1% 0.09% 279 +3,948 9.87% Q4 2025 Jan 27, 2026
Swisher Financial Concepts, Inc. History Reduced 43,581 2,622 1.49% 1.59% 280 -2,544 -5.52% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 42,796 2,601 2.59% — 281 +42,796 New Q4 2025 Feb 12, 2026
OPINICUS CAPITAL, INC. History Reduced 43,161 2,596 1.81% 1.76% 282 -974 -2.21% Q4 2025 Feb 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 42,681 2,568 0.01% 0.01% 283 +16,000 59.97% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Reduced 41,575 2,501 0.36% 0.41% 284 -1,746 -4.03% Q4 2025 Jan 22, 2026
Vavra Capital Management, LLC History New 41,537 2,499 2.45% — 285 +41,537 New Q4 2025 Jan 22, 2026
WealthTrak Capital Management LLC History Added to 41,488 2,496 1.79% 1.92% 286 +982 2.42% Q4 2025 Feb 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 40,634 2,444 0.76% 0.75% 287 +122 0.3% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 40,464 2,434 0.04% 0.07% 288 -18,770 -31.69% Q4 2025 Jan 07, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 40,437 2,433 0.17% 0.15% 289 +915 2.32% Q4 2025 Jan 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 40,340 2,427 0.05% 0.01% 291 +32,747 431.28% Q4 2025 Feb 13, 2026
PKS Advisory Services, LLC History Reduced 40,343 2,427 0.55% 0.5% 290 -1,297 -3.11% Q4 2025 Feb 02, 2026
Ellis Investment Partners, LLC History Reduced 40,295 2,424 0.42% 0.42% 292 -313 -0.77% Q4 2025 Feb 02, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 39,504 2,377 1.8% 2.03% 293 -6,313 -13.78% Q4 2025 Feb 12, 2026
Fortis Advisors, LLC History Reduced 38,657 2,326 1.26% 1.46% 294 -6,486 -14.37% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 38,213 2,299 0.16% 0.32% 295 -33,639 -46.82% Q4 2025 Feb 03, 2026
Davis Investment Partners, LLC History New 37,910 2,291 0.8% — 296 +37,910 New Q4 2025 Jan 06, 2026
Pasadena Private Wealth, LLC History Reduced 37,863 2,278 0.31% 0.31% 297 -170 -0.45% Q4 2025 Feb 10, 2026
High Net Worth Advisory Group LLC History Reduced 37,797 2,274 0.52% 0.53% 298 -231 -0.61% Q4 2025 Jan 23, 2026
NCM Capital Management, LLC History Reduced 37,784 2,273 0.84% 0.85% 299 -250 -0.66% Q4 2025 Mar 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 37,708 2,268 0.11% 0.1% 300 -685 -1.78% Q4 2025 Jan 21, 2026
QTR Family Wealth, LLC History Reduced 34,693 2,217 0.98% 0.96% 301 -521 -1.48% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 36,457 2,216 0.09% 0.1% 302 -4,953 -11.96% Q4 2025 Feb 09, 2026
BlueChip Wealth Advisors LLC History Added to 36,754 2,211 0.93% 0.58% 303 +12,923 54.23% Q4 2025 Feb 05, 2026
Centurion Wealth Management LLC History Added to 36,703 2,208 0.48% 0.31% 304 +12,869 53.99% Q4 2025 Jan 14, 2026
Creative Planning History Added to 36,602 2,202 0.0% 0.0% 305 +3,305 9.93% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 36,274 2,182 0.03% 0.02% 306 +5,857 19.26% Q4 2025 Jan 26, 2026
McKinley Carter Wealth Services, Inc. History Reduced 36,219 2,179 0.12% 0.11% 307 -918 -2.47% Q4 2025 Feb 06, 2026
Atlas Wealth Partners, LLC History Reduced 35,918 2,177 2.39% 2.17% 308 -1,028 -2.78% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Added to 35,684 2,147 0.01% 0.01% 309 +6,592 22.66% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Reduced 35,607 2,142 0.0% 0.0% 310 -549 -1.52% Q4 2025 Jan 30, 2026
Brio Consultants, LLC History Reduced 35,350 2,127 0.28% 0.29% 311 -1,319 -3.6% Q4 2025 Feb 04, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 35,204 2,118 0.12% 0.11% 312 +4,458 14.5% Q4 2025 Feb 04, 2026
Stillwater Wealth Management Group History Added to 34,944 2,102 1.43% 1.21% 313 +4,972 16.59% Q4 2025 Jan 27, 2026
Trademark Financial Management, LLC History Reduced 34,782 2,092 1.15% 1.21% 314 -1,453 -4.01% Q4 2025 Jan 28, 2026
GWN SECURITIES INC. History Added to 34,668 2,085 0.42% 0.36% 315 +7,585 28.01% Q4 2025 Feb 11, 2026
Savvy Advisors, Inc. History Reduced 34,426 2,071 0.07% 0.09% 316 -1,235 -3.46% Q4 2025 Jan 20, 2026
Annex Advisory Services, LLC History Reduced 34,270 2,062 0.04% 0.05% 317 -7,690 -18.33% Q4 2025 Jan 26, 2026
Evolution Wealth Advisors, LLC History No change 34,208 2,058 0.21% 0.26% 318 0 0.0% Q4 2025 Jan 12, 2026
Heritage Wealth Management, Inc. History Added to 33,214 1,998 0.56% 0.44% 319 +7,342 28.38% Q4 2025 Jan 26, 2026
Coquina Private Wealth LLC History New 33,159 1,995 1.6% — 320 +33,159 New Q4 2025 Jan 29, 2026
ERn Financial, LLC History Reduced 32,936 1,981 0.37% 0.38% 321 -930 -2.75% Q4 2025 Jan 15, 2026
Diversified Trust Co History Added to 32,783 1,972 0.04% 0.04% 322 +30 0.09% Q4 2025 Jan 09, 2026
Next Level Private LLC History No change 32,666 1,965 0.52% 0.55% 323 0 0.0% Q4 2025 Jan 07, 2026
National Wealth Management Group, LLC History Reduced 32,620 1,962 0.68% 1.86% 324 -53,065 -61.93% Q4 2025 Jan 12, 2026
Venture Visionary Partners LLC History Reduced 32,492 1,955 0.06% 0.07% 325 -2,113 -6.11% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 31,865 1,917 0.26% 0.26% 326 +1,027 3.33% Q4 2025 Feb 17, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 31,837 1,915 2.47% 2.44% 327 +284 0.9% Q4 2025 Jan 21, 2026
FMR LLC History Added to 31,686 1,906 0.0% 0.0% 328 +4,897 18.28% Q4 2025 Feb 17, 2026
OFC FINANCIAL PLANNING, LLC History Added to 31,609 1,901 1.8% 1.72% 329 +1,390 4.6% Q4 2025 Feb 04, 2026
Paragon Advisors, LLC History Reduced 31,322 1,884 0.51% 0.67% 330 -13,615 -30.3% Q4 2025 Jan 12, 2026
Mayfair Advisory Group, LLC History Reduced 30,738 1,857 0.72% 0.9% 331 -5,844 -15.98% Q4 2025 Jan 21, 2026
Goldstein Advisors, LLC History Added to 30,748 1,850 0.21% 0.21% 332 +104 0.34% Q4 2025 Feb 10, 2026
Compass Ion Advisors, LLC History Reduced 30,722 1,848 0.18% 0.18% 333 -1,136 -3.57% Q4 2025 Jan 29, 2026
Focus Financial Network, Inc. History Reduced 30,245 1,838 0.06% 0.08% 334 -7,172 -19.17% Q4 2025 Jan 12, 2026
XTX Topco Ltd History Added to 30,380 1,827 0.05% 0.08% 335 +4,248 16.26% Q4 2025 Feb 17, 2026
PCG Wealth Advisors, LLC History Reduced 30,347 1,825 0.52% 1.14% 336 -37,815 -55.48% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 30,091 1,810 0.08% 0.09% 337 -2,858 -8.67% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 29,996 1,804 0.02% 0.02% 338 +1,866 6.63% Q4 2025 Feb 10, 2026
Smart Portfolios, LLC History Reduced 29,880 1,797 1.79% 2.56% 339 -16,359 -35.38% Q4 2025 Jan 30, 2026
IAM Advisory, LLC History Reduced 29,638 1,783 0.4% 0.39% 340 -259 -0.87% Q4 2025 Jan 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 29,192 1,764 0.28% 0.31% 341 -2,825 -8.82% Q4 2025 Jan 08, 2026
Trilogy Capital Inc. History Reduced 29,283 1,761 0.08% 0.08% 342 -2,477 -7.8% Q4 2025 Jan 22, 2026
Ashton Thomas Private Wealth, LLC History Added to 28,743 1,747 0.04% 0.04% 343 +317 1.12% Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History Reduced 28,964 1,742 0.15% 0.15% 344 -228 -0.78% Q4 2025 Jan 26, 2026
Investment Partners Asset Management, Inc. History Added to 28,449 1,711 1.07% 1.02% 345 +1,544 5.74% Q4 2025 Jan 15, 2026
Strategic Equity Management History Reduced 28,282 1,701 0.58% 0.67% 346 -3,006 -9.61% Q4 2025 Feb 09, 2026
Pursuit Wealth Management LLC History New 27,876 1,677 1.44% — 347 +27,876 New Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 27,850 1,675 0.93% — 348 +27,850 New Q4 2025 Feb 17, 2026
HF Advisory Group, LLC History Added to 27,755 1,670 0.58% 0.57% 349 +565 2.08% Q4 2025 Jan 23, 2026
WORLD EQUITY GROUP, INC. History Added to 27,596 1,660 0.46% 0.35% 350 +756 2.82% Q4 2025 Jan 12, 2026
Snowden Capital Advisors LLC History Added to 27,169 1,651 0.04% 0.04% 351 +1,641 6.43% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 27,368 1,646 0.06% 0.07% 352 -5,651 -17.11% Q4 2025 Feb 17, 2026
Oder Investment Management, LLC History Reduced 27,328 1,644 1.19% 1.17% 353 -1,090 -3.84% Q4 2025 Feb 12, 2026
Unified Investment Management History Reduced 27,230 1,638 1.64% 1.56% 354 -26 -0.1% Q4 2025 Feb 09, 2026
Keating Financial Advisory Services, Inc. History New 27,164 1,634 0.22% — 355 +27,164 New Q4 2025 Feb 09, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 26,890 1,617 1.18% 1.05% 356 +3,753 16.22% Q4 2025 Feb 20, 2026
Dedeker Financial LLC History New 26,473 1,592 1.43% — 357 +26,473 New Q4 2025 Mar 31, 2026
Tripletail Wealth Management, LLC History Reduced 26,109 1,570 1.99% 1.93% 358 -2,052 -7.29% Q4 2025 Feb 12, 2026
GK Wealth Management LLC History Reduced 26,080 1,569 1.04% 1.19% 359 -2,157 -7.64% Q4 2025 Jan 05, 2026
Main Street Financial Solutions, LLC History Reduced 25,636 1,542 0.12% 0.27% 360 -46,679 -64.55% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Reduced 24,991 1,541 0.05% 0.05% 361 -1,486 -5.61% Q4 2025 Jan 23, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 25,387 1,528 0.41% 0.33% 362 +3,909 18.2% Q4 2025 Feb 09, 2026
Insight Wealth Partners, LLC History Reduced 25,342 1,524 0.21% 0.45% 363 -519 -2.01% Q4 2025 Feb 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 25,069 1,508 0.31% 0.41% 364 -7,847 -23.84% Q4 2025 Jan 22, 2026
AlTi Global, Inc. History Reduced 24,609 1,481 0.03% 0.05% 365 -8,800 -26.34% Q4 2025 Feb 13, 2026
ORG Partners LLC History Reduced 24,505 1,475 0.26% 0.26% 366 -738 -2.92% Q4 2025 Jan 14, 2026
Compass Advisory Group LLC History No change 23,986 1,458 0.39% 0.39% 367 0 0.0% Q4 2025 Jan 21, 2026
Ameritas Investment Partners, Inc. History New 24,195 1,455 0.04% — 368 +24,195 New Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 23,935 1,440 0.0% 0.0% 369 -22,590 -48.55% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 23,795 1,431 0.03% 0.13% 370 -57,153 -70.6% Q4 2025 Feb 17, 2026
Verity Asset Management, Inc. History Added to 23,739 1,428 0.61% 0.42% 371 +1,094 4.83% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 23,595 1,419 0.05% 0.11% 372 -25,122 -51.57% Q4 2025 Jan 21, 2026
Sound View Wealth Advisors Group, LLC History Reduced 23,458 1,411 0.09% 0.15% 373 -13,547 -36.61% Q4 2025 Jan 08, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 23,159 1,404 0.09% 0.1% 374 -457 -1.94% Q4 2025 Jan 15, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 23,284 1,400 0.44% 0.91% 375 -23,891 -50.64% Q4 2025 Jan 07, 2026
Ameritas Advisory Services, LLC History Reduced 23,209 1,396 0.05% 0.26% 376 -46,314 -66.62% Q4 2025 Feb 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 22,920 1,379 0.01% 0.01% 377 +7,261 46.37% Q4 2025 Feb 11, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 22,702 1,365 0.41% 0.49% 378 -4,659 -17.03% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Reduced 22,568 1,357 0.07% 0.08% 379 -1,517 -6.3% Q4 2025 Jan 20, 2026
Global Financial Private Client, LLC History Reduced 22,524 1,355 0.47% 0.47% 380 -287 -1.26% Q4 2025 Jan 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 22,444 1,350 0.23% — 381 +22,444 New Q4 2025 Feb 12, 2026
Trivium Point Advisory, LLC History Added to 22,326 1,343 0.14% 0.12% 382 +2,340 11.71% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 22,171 1,341 0.43% 0.44% 383 +260 1.19% Q4 2025 Feb 10, 2026
GLOBALT Investments LLC / GA History Reduced 22,220 1,336 0.05% 0.05% 384 -407 -1.8% Q4 2025 Feb 06, 2026
Meridian Wealth Management, LLC History Reduced 21,996 1,323 0.05% 0.06% 385 -4,432 -16.77% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 21,824 1,313 0.0% 0.0% 386 -3,572 -14.07% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 21,552 1,296 0.07% 0.07% 387 -50 -0.23% Q4 2025 Feb 10, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 21,522 1,294 0.3% 4.21% 388 -277,539 -92.8% Q4 2025 Feb 05, 2026
Dana Investment Advisors, Inc. History Reduced 21,382 1,286 0.04% 0.05% 389 -9,215 -30.12% Q4 2025 Feb 05, 2026
Sloy Dahl & Holst, LLC History Added to 21,351 1,284 0.15% 0.13% 390 +518 2.49% Q4 2025 Feb 04, 2026
Wellspring Financial Advisors, LLC History New 21,261 1,281 0.1% — 391 +21,261 New Q4 2025 Feb 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 20,903 1,257 0.05% 0.08% 392 -15,600 -42.74% Q4 2025 Feb 02, 2026
EP Wealth Advisors, LLC History New 20,880 1,256 0.01% — 393 +20,880 New Q4 2025 Feb 18, 2026
Allie Family Office LLC History No change 20,764 1,249 0.58% 0.57% 394 0 0.0% Q4 2025 Feb 13, 2026
Stonebridge Financial Group, LLC / MO History New 20,747 1,248 1.08% — 395 +20,747 New Q4 2025 Feb 04, 2026
TruWealth Advisors, LLC History Reduced 20,712 1,246 0.06% 0.07% 396 -3,018 -12.72% Q4 2025 Jan 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 20,286 1,220 0.27% 0.37% 398 -6,223 -23.48% Q4 2025 Jan 09, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 20,277 1,220 0.15% 0.15% 397 -34 -0.17% Q4 2025 Jan 07, 2026
Sonoma Allocations LLC History Added to 19,468 1,215 0.4% 0.36% 399 +1,892 10.76% Q4 2025 Feb 23, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 20,139 1,211 0.73% — 400 +20,139 New Q4 2025 Feb 11, 2026
Powers Advisory Group, LLC History Added to 19,401 1,167 0.44% 0.44% 401 +336 1.76% Q4 2025 Jan 22, 2026
Vivid Wealth Management, LLC History Added to 19,386 1,166 0.45% 0.39% 402 +2,108 12.2% Q4 2025 Jan 30, 2026
BigSur Wealth Management LLC History No change 19,155 1,164 0.28% 0.27% 403 0 0.0% Q4 2025 Jan 27, 2026
VICUS CAPITAL History Reduced 19,177 1,153 0.09% 0.08% 404 -47 -0.24% Q4 2025 Jan 22, 2026
Beacon Pointe Advisors, LLC History Reduced 19,050 1,146 0.01% 0.01% 405 -2,153 -10.15% Q4 2025 Feb 18, 2026
Empire Financial Management Company, LLC History Added to 19,046 1,146 0.25% 0.23% 406 +1,820 10.57% Q4 2025 Feb 12, 2026
FWG Holdings, LLC History No change 19,785 1,140 0.43% 0.49% 407 0 0.0% Q4 2025 Feb 02, 2026
Garden State Investment Advisory Services LLC History Reduced 18,794 1,139 0.25% 0.27% 408 -2,372 -11.21% Q4 2025 Feb 17, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 18,849 1,134 0.09% 0.11% 409 -2,075 -9.92% Q4 2025 Feb 04, 2026
INTEGRITY ALLIANCE, LLC. History Added to 18,270 1,099 0.04% 0.03% 410 +6,932 61.14% Q4 2025 Feb 09, 2026
ROMANO BROTHERS AND COMPANY History Added to 18,204 1,095 0.12% 0.12% 411 +225 1.25% Q4 2025 Jan 14, 2026
ARWA LLC History New 18,132 1,091 0.64% — 412 +18,132 New Q4 2025 Feb 27, 2026
Rubicon Advisors, GP History New 18,022 1,084 1.0% — 413 +18,022 New Q4 2025 Mar 09, 2026
Monetary Solutions, Ltd History New 17,889 1,076 1.06% — 414 +17,889 New Q4 2025 Feb 23, 2026
Nilsine Partners, LLC History Reduced 17,875 1,075 0.09% 0.12% 416 -6,005 -25.15% Q4 2025 Jan 15, 2026
Total Clarity Wealth Management, Inc. History Reduced 17,867 1,075 0.26% 0.28% 415 -570 -3.09% Q4 2025 Feb 02, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 17,799 1,070 0.13% 0.13% 417 -206 -1.14% Q4 2025 Jan 26, 2026
Sun Financial Inc History New 17,488 1,052 0.59% — 418 +17,488 New Q4 2025 Feb 02, 2026
Centric Wealth Management History Reduced 16,428 1,026 0.22% 0.24% 419 -2,218 -11.9% Q4 2025 Feb 04, 2026
Colonial River Investments, LLC History Added to 17,029 1,024 0.36% 0.32% 420 +1,986 13.2% Q4 2025 Feb 04, 2026
Flagship Capital Management Inc. History New 16,875 1,015 0.72% — 421 +16,875 New Q4 2025 Jan 22, 2026
Cypress Wealth Services, LLC History Reduced 16,761 1,008 0.14% 0.16% 422 -397 -2.31% Q4 2025 Jan 14, 2026
Alchemi Wealth, LLC History New 16,721 1,006 0.55% — 423 +16,721 New Q4 2025 Feb 13, 2026
IVC Wealth Advisors LLC History Reduced 16,605 999 0.43% 0.48% 424 -2,021 -10.85% Q4 2025 Jan 16, 2026
Avantax Planning Partners, Inc. History Reduced 16,469 990 0.03% 0.03% 425 -372 -2.21% Q4 2025 Feb 05, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 16,428 988 0.67% 0.81% 426 -3,942 -19.35% Q4 2025 Jan 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 16,398 986 0.06% 0.06% 427 -1,637 -9.08% Q4 2025 Jan 20, 2026
Sovran Advisors, LLC History Reduced 15,831 985 0.08% 0.1% 428 -4,134 -20.71% Q4 2025 Jan 20, 2026
Tactive Advisors, LLC History Reduced 16,348 983 0.29% 2.5% 429 -137,603 -89.38% Q4 2025 Jan 09, 2026
AE Wealth Management LLC History Added to 16,243 977 0.01% 0.01% 430 +1,599 10.92% Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History Added to 16,110 969 0.0% 0.0% 431 +4,739 41.68% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 15,660 965 0.05% 0.0% 432 +14,193 967.48% Q4 2025 Jan 21, 2026
Encompass More Asset Management History Reduced 15,934 958 0.18% 0.18% 433 -611 -3.69% Q4 2025 Feb 03, 2026
FLAGSTAR ADVISORS INC History Reduced 15,738 956 0.32% 0.28% 434 -307 -1.91% Q4 2025 Jan 13, 2026
Key Client Fiduciary Advisors, LLC History Reduced 15,852 953 0.32% 0.31% 435 -387 -2.38% Q4 2025 Jan 28, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 15,810 951 0.14% — 436 +15,810 New Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Reduced 15,595 938 0.8% 0.81% 437 -178 -1.13% Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Reduced 15,556 935 0.02% 0.05% 438 -18,165 -53.87% Q4 2025 Feb 13, 2026
Braeburn Wealth Management LLC History New 15,509 933 0.48% — 439 +15,509 New Q4 2025 Feb 18, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 15,427 928 0.16% 0.2% 440 -4,357 -22.02% Q4 2025 Feb 10, 2026
Cooper Financial Group History Reduced 15,402 926 0.1% 0.15% 441 -8,941 -36.73% Q4 2025 Jan 08, 2026
Revisor Wealth Management LLC History Added to 15,149 926 0.25% 0.15% 442 +7,703 103.45% Q4 2025 Jan 27, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Reduced 15,172 912 0.45% 0.49% 443 -528 -3.36% Q4 2025 Jan 30, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 15,129 910 0.25% 0.25% 444 -553 -3.53% Q4 2025 Feb 04, 2026
Scarborough Advisors, LLC History Reduced 14,593 878 0.15% 0.16% 445 -1,107 -7.05% Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History Reduced 14,297 860 0.29% 0.3% 446 -1,000 -6.54% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Added to 14,246 857 0.0% 0.0% 447 +3,090 27.7% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Reduced 14,240 857 0.07% 0.08% 448 -918 -6.06% Q4 2025 Feb 11, 2026
Sageworth Trust Co History No change 14,190 853 0.04% 0.04% 449 0 0.0% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 14,124 849 0.01% 0.04% 450 -22,460 -61.39% Q4 2025 Jan 22, 2026
BankPlus Trust Department History Reduced 13,917 837 0.22% 0.22% 451 -598 -4.12% Q4 2025 Jan 27, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 13,847 833 0.18% 0.26% 452 +330 2.44% Q4 2025 Feb 12, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 13,816 831 0.66% 0.68% 453 0 0.0% Q4 2025 Jan 21, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 13,798 830 0.02% 0.03% 454 -2,917 -17.45% Q4 2025 Feb 13, 2026
HICKS CAPITAL MANAGEMENT LLC History Reduced 13,720 825 0.83% 1.29% 455 -3 -0.02% Q4 2025 Feb 05, 2026
Vertex Planning Partners, LLC History Reduced 13,567 816 0.19% 0.15% 456 -22 -0.16% Q4 2025 Feb 17, 2026
Commonwealth Financial Services, LLC History Reduced 13,228 795 0.13% 0.14% 457 -739 -5.29% Q4 2025 Feb 06, 2026
Brookwood Investment Group LLC History Added to 13,148 791 0.09% 0.09% 458 +1,039 8.58% Q4 2025 Jan 22, 2026
Mutual Advisors, LLC History Reduced 13,083 787 0.02% 0.02% 459 -175 -1.32% Q4 2025 Feb 02, 2026
Long Island Wealth Management, Inc. History Added to 13,028 783 0.37% 0.36% 460 +309 2.43% Q4 2025 Jan 21, 2026
Insight Advisors, LLC/ PA History Reduced 12,934 778 0.12% 0.13% 461 -1,432 -9.97% Q4 2025 Feb 11, 2026
KOM Wealth Management Group, LLC History Added to 12,922 777 0.55% 0.51% 462 +1,070 9.03% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History New 12,909 776 0.0% — 464 +12,909 New Q4 2025 Feb 17, 2026
Balentine LLC History No change 12,908 776 0.03% 0.03% 463 0 0.0% Q4 2025 Feb 02, 2026
Guardian Asset Advisors, LLC History Reduced 12,782 769 0.4% 0.41% 465 -641 -4.78% Q4 2025 Jan 29, 2026
Claro Advisors Inc. History Reduced 12,743 766 0.1% 0.11% 466 -179 -1.39% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 12,532 754 0.02% 0.02% 467 -5,054 -28.74% Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 12,396 753 0.04% 0.04% 468 +1,612 14.95% Q4 2025 Feb 12, 2026
BlueStem Wealth Partners, LLC History Added to 12,410 746 0.08% 0.07% 471 +2,158 21.05% Q4 2025 Feb 06, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 12,215 746 0.29% 0.3% 469 -1,085 -8.16% Q4 2025 Feb 13, 2026
Autumn Glory Partners, LLC History Reduced 12,414 746 0.26% 0.3% 470 -198 -1.57% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 12,396 745 0.01% 0.01% 472 +1,612 14.95% Q4 2025 Feb 06, 2026
Lewis Asset Management, LLC History Added to 12,388 745 0.3% 0.27% 473 +1,116 9.9% Q4 2025 Jan 15, 2026
Millstone Evans Group, LLC History Reduced 12,189 733 0.43% 0.45% 474 -232 -1.87% Q4 2025 Feb 02, 2026
Circle Wealth Management, LLC History No change 11,967 720 0.01% 0.01% 475 0 0.0% Q4 2025 Feb 13, 2026
OxenFree Capital LLC History Added to 11,945 718 0.38% 0.32% 476 +1,786 17.58% Q4 2025 Jan 15, 2026
Perissos Private Wealth Management, LLC History Reduced 11,833 711 0.61% 1.31% 477 -19,372 -62.08% Q4 2025 Feb 09, 2026
Sierra Capital LLC History Added to 11,785 709 0.08% 0.07% 478 +129 1.11% Q4 2025 Feb 18, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 11,775 708 0.04% 0.05% 479 -2,741 -18.88% Q4 2025 Feb 17, 2026
MFA Wealth Services History Reduced 11,742 706 0.48% 0.5% 480 -874 -6.93% Q4 2025 Jan 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 11,681 702 0.01% 0.01% 481 -469 -3.86% Q4 2025 Jan 14, 2026
Ocean Park Asset Management, LLC History Reduced 11,681 702 0.03% 0.03% 482 -469 -3.86% Q4 2025 Jan 15, 2026
Gateway Wealth Partners, LLC History Added to 11,582 696 0.08% 0.08% 483 +1,404 13.79% Q4 2025 Feb 11, 2026
Cornerstone Planning Group LLC History Added to 11,106 690 0.11% 0.0% 484 +11,035 15542.25% Q4 2025 Feb 02, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 11,435 688 0.32% 0.49% 485 -6,052 -34.61% Q4 2025 Feb 06, 2026
FSA WEALTH PARTNERS, INC. History New 11,425 687 0.25% — 487 +11,425 New Q4 2025 Jan 30, 2026
Dynamic Advisor Solutions LLC History Reduced 11,422 687 0.02% 0.02% 486 -1,355 -10.6% Q4 2025 Jan 09, 2026
MMA ASSET MANAGEMENT LLC History Reduced 11,377 684 0.24% 0.33% 488 -5,796 -33.75% Q4 2025 Feb 03, 2026
LaSalle St. Investment Advisors, LLC History Reduced 11,373 684 0.11% 0.14% 489 -2,533 -18.22% Q4 2025 Feb 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 11,354 683 0.09% 0.11% 490 -1,814 -13.78% Q4 2025 Feb 04, 2026
Cairn Investment Group, Inc. History Added to 11,340 682 0.32% 0.27% 491 +940 9.04% Q4 2025 Feb 02, 2026
Cyndeo Wealth Partners, LLC History Added to 11,340 682 0.04% 0.04% 492 +30 0.27% Q4 2025 Jan 07, 2026
Ballast Rock Private Wealth LLC History New 11,210 681 0.43% — 493 +11,210 New Q4 2025 Feb 04, 2026
CHANNEL WEALTH LLC History Reduced 11,270 678 0.17% 0.18% 494 -308 -2.66% Q4 2025 Feb 03, 2026
Berger Financial Group, Inc History Added to 11,220 675 0.04% 0.04% 495 +308 2.82% Q4 2025 Jan 27, 2026
MWA Asset Management History Reduced 11,117 668 0.37% 0.36% 496 -73 -0.65% Q4 2025 Jan 29, 2026
Tyche Wealth Partners LLC History Reduced 11,061 665 0.11% 0.12% 497 -534 -4.61% Q4 2025 Jan 23, 2026
Centerpoint Advisory Group History Reduced 11,043 664 0.51% 0.53% 498 -760 -6.44% Q4 2025 Feb 03, 2026
Teamwork Financial Advisors, LLC History Reduced 10,948 658 0.07% 0.08% 499 -3,309 -23.21% Q4 2025 Jan 09, 2026
BANK OF MONTREAL /CAN/ History Added to 10,822 651 0.0% 0.0% 500 +2,263 26.44% Q4 2025 Feb 12, 2026
5T Wealth, LLC History Reduced 10,692 643 0.26% 0.37% 501 -4,060 -27.52% Q4 2025 Jan 27, 2026
ProVise Management Group, LLC History Added to 10,620 639 0.05% 0.04% 502 +78 0.74% Q4 2025 Jan 29, 2026
TAGStone Capital, Inc. History Added to 10,454 635 0.24% 0.24% 503 +28 0.27% Q4 2025 Feb 10, 2026
Chicago Wealth Management, Inc. History Added to 10,545 634 0.25% 0.16% 504 +4,109 63.84% Q4 2025 Feb 17, 2026
Hofer & Associates. Inc History Added to 10,474 630 0.33% 0.34% 505 +171 1.66% Q4 2025 Jan 15, 2026
NOVEM GROUP History Reduced 10,427 627 0.07% 0.07% 507 -590 -5.36% Q4 2025 Jan 27, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 10,434 627 0.1% 0.1% 506 -410 -3.78% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History New 10,335 621 0.02% — 510 +10,335 New Q4 2025 Feb 10, 2026
Keystone Financial Group History Added to 10,328 621 0.05% 0.03% 509 +2,388 30.08% Q4 2025 Feb 06, 2026
Intrepid Financial Planning Group LLC History Reduced 10,336 621 0.24% 0.23% 508 -62 -0.6% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Reduced 10,305 620 0.03% 0.03% 511 -900 -8.03% Q4 2025 Jan 26, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 10,309 620 0.16% 0.17% 512 -77 -0.74% Q4 2025 Jan 16, 2026
NBC SECURITIES, INC. History Reduced 10,178 612 0.05% 0.05% 513 -236 -2.27% Q4 2025 Jan 29, 2026
FLOW TRADERS U.S. LLC History Reduced 10,122 609 0.02% 0.23% 514 -89,043 -89.79% Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 10,045 604 0.03% 0.03% 515 -189 -1.85% Q4 2025 Jan 26, 2026
Madison Wealth Partners, Inc History New 10,036 603 0.11% — 517 +10,036 New Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History New 10,036 603 0.01% — 519 +10,036 New Q4 2025 Feb 09, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 10,022 603 0.22% 0.23% 518 -574 -5.42% Q4 2025 Jan 13, 2026
N.E.W. Advisory Services LLC History No change 10,024 603 0.04% 0.05% 516 0 0.0% Q4 2025 Jan 28, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 9,900 601 0.24% 0.19% 521 +2,000 25.32% Q4 2025 Jan 22, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,000 601 0.04% 0.04% 520 0 0.0% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 9,984 600 0.0% 0.0% 522 +5,195 108.48% Q4 2025 Feb 13, 2026
Oregon Pacific Wealth Management, LLC History Reduced 9,967 599 0.62% 1.67% 523 -23,629 -70.33% Q4 2025 Jan 16, 2026
Lionsbridge Wealth Management LLC History Reduced 9,870 593 0.6% 0.56% 524 -22 -0.22% Q4 2025 Jan 26, 2026
Gaddis Premier Wealth Advisors LLC History New 9,842 592 0.45% — 526 +9,842 New Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Added to 9,855 592 0.0% 0.0% 525 +4,886 98.33% Q4 2025 Feb 13, 2026
Bravias Capital Group, LLC History Reduced 9,790 589 0.36% 0.38% 527 -53 -0.54% Q4 2025 Jan 29, 2026
Balefire, LLC History Reduced 9,699 583 0.11% 0.11% 528 -198 -2.0% Q4 2025 Jan 12, 2026
Inspire Advisors, LLC History Reduced 9,679 582 0.05% 0.05% 529 -99 -1.01% Q4 2025 Feb 13, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 9,613 578 0.17% 0.18% 530 -314 -3.16% Q4 2025 Jan 21, 2026
Equity Wealth Partners, LLC History Reduced 9,573 575 0.37% 0.74% 531 -6,341 -39.85% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Reduced 9,528 573 0.03% 0.03% 532 -682 -6.68% Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Added to 9,533 573 0.21% 0.2% 533 +83 0.88% Q4 2025 Jan 29, 2026
Next Level Wealth Planning, LLC History Reduced 9,520 572 0.3% 0.31% 534 -137 -1.42% Q4 2025 Jan 26, 2026
Coordinated Financial Services, Inc. History Reduced 9,418 566 0.33% 0.36% 535 -350 -3.58% Q4 2025 Feb 09, 2026
Windsor Advisory Group, LLC History Reduced 9,388 564 0.5% 1.62% 536 -22,415 -70.48% Q4 2025 Feb 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 9,376 564 0.14% 0.11% 537 +1,843 24.47% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 9,357 563 0.12% 0.13% 538 +409 4.57% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History Added to 9,056 562 0.15% 0.13% 539 +591 6.98% Q4 2025 Jan 26, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 9,229 560 0.13% 0.13% 540 -7 -0.08% Q4 2025 Jan 28, 2026
BNB Wealth Management, LLC History New 9,232 555 0.36% — 541 +9,232 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 9,210 554 0.0% 0.0% 542 -66 -0.71% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 9,196 553 0.0% 0.0% 543 +2,394 35.2% Q4 2025 Feb 10, 2026
GTS SECURITIES LLC History Reduced 9,188 552 0.02% 0.11% 544 -39,056 -80.96% Q4 2025 Feb 13, 2026
Ranch Capital Advisors Inc. History Reduced 9,106 552 0.2% 0.2% 545 -34 -0.37% Q4 2025 Feb 05, 2026
Capstone Wealth Management Group LLC History Reduced 9,100 547 0.33% 0.4% 546 -1,900 -17.27% Q4 2025 Jan 09, 2026
Diligent Investors, LLC History No change 9,025 543 0.13% 0.13% 547 0 0.0% Q4 2025 Jan 23, 2026
GM Advisory Group, LLC History New 8,999 541 0.02% — 548 +8,999 New Q4 2025 Feb 13, 2026
GSG Advisors LLC History No change 9,002 541 0.14% 0.14% 549 0 0.0% Q4 2025 Jan 08, 2026
Heck Capital Advisors, LLC History Reduced 8,939 538 0.04% 0.04% 553 -1,112 -11.06% Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 8,957 538 0.0% 0.0% 550 -874 -8.89% Q4 2025 Feb 06, 2026
Front Row Advisors LLC History Added to 8,858 538 0.18% 0.17% 551 +75 0.85% Q4 2025 Feb 12, 2026
WealthCare Investment Partners, LLC History No change 8,918 538 0.16% 0.17% 552 0 0.0% Q4 2025 Jan 06, 2026
Bey-Douglas LLC History Reduced 8,785 528 0.42% 0.39% 554 -319 -3.5% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Reduced 8,731 525 0.01% 0.01% 555 -200 -2.24% Q4 2025 Feb 05, 2026
Dakota Wealth Management History New 8,664 521 0.01% — 556 +8,664 New Q4 2025 Jan 13, 2026
Tranquility Partners, LLC History Reduced 8,668 521 0.19% 0.17% 557 -120 -1.37% Q4 2025 Feb 03, 2026
Opal Wealth Advisors, LLC History Reduced 8,653 520 0.14% 0.16% 558 -1,446 -14.32% Q4 2025 Jan 26, 2026
BCGM Wealth Management, LLC History Reduced 8,627 519 0.13% 0.13% 559 -229 -2.59% Q4 2025 Jan 07, 2026
Grant Street Asset Management, Inc. History Reduced 8,599 517 0.1% 0.15% 560 -3,681 -29.98% Q4 2025 Jan 28, 2026
Arax Advisory Partners History New 8,463 509 0.01% — 561 +8,463 New Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History Reduced 8,373 503 0.11% 0.15% 562 -1,447 -14.74% Q4 2025 Feb 02, 2026
Jacksonville Wealth Management, LLC History No change 8,372 503 0.36% 0.35% 563 0 0.0% Q4 2025 Feb 04, 2026
PGIM Custom Harvest LLC History Reduced 8,352 502 0.01% 0.01% 564 -751 -8.25% Q4 2025 Feb 17, 2026
Provident Living Financial Services, Inc. History New 8,283 498 0.49% — 565 +8,283 New Q4 2025 Jan 21, 2026
Welch Financial Planning, LLC History New 8,129 489 0.36% — 566 +8,129 New Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Reduced 8,018 482 0.0% 0.0% 567 -52 -0.64% Q4 2025 Feb 12, 2026
Cypress Capital Group History New 8,000 481 0.05% — 568 +8,000 New Q4 2025 Feb 11, 2026
Glass Jacobson Investment Advisors llc History Reduced 8,006 481 0.17% 0.21% 570 -1,931 -19.43% Q4 2025 Jan 22, 2026
Jacobi Capital Management LLC History No change 7,995 481 0.03% 0.03% 569 0 0.0% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 7,953 478 0.0% 0.0% 571 -6,360 -44.44% Q4 2025 Feb 12, 2026
Summit Asset Management, LLC History Added to 7,935 477 0.07% 0.06% 572 +690 9.52% Q4 2025 Feb 09, 2026
BankPlus Wealth Management LLC History No change 7,937 477 0.26% 0.27% 573 0 0.0% Q4 2025 Feb 04, 2026
Strategic Financial Concepts, LLC History Added to 7,901 475 0.43% 0.04% 574 +3,278 70.91% Q4 2025 Feb 09, 2026
Hilton Head Capital Partners, LLC History New 7,877 473 0.28% — 576 +7,877 New Q4 2025 Feb 11, 2026
NTV ASSET MANAGEMENT LLC History Reduced 7,875 473 0.05% 0.05% 575 -750 -8.7% Q4 2025 Jan 20, 2026
Capital Advisors, Ltd. LLC History No change 7,837 472 0.05% 0.05% 577 0 0.0% Q4 2025 Jan 21, 2026
FIDUCIENT ADVISORS LLC History No change 7,770 472 0.06% 0.05% 578 0 0.0% Q4 2025 Feb 10, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 7,774 467 0.16% 0.27% 579 -5,187 -40.02% Q4 2025 Feb 10, 2026
Odyssey Capital Advisors, Inc. History New 7,748 466 0.41% — 581 +7,748 New Q4 2025 Feb 05, 2026
Maridea Wealth Management LLC History Added to 7,752 466 0.07% 0.07% 580 +79 1.03% Q4 2025 Jan 08, 2026
Soundwatch Capital LLC History Added to 7,686 462 0.07% 0.04% 582 +2,847 58.83% Q4 2025 Feb 10, 2026
Spire Wealth Management History Added to 7,662 461 0.02% 0.01% 583 +817 11.94% Q4 2025 Jan 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 7,552 454 0.02% 0.02% 584 +3,112 70.09% Q4 2025 Jan 28, 2026
Avantra Family Wealth, Inc. History Added to 7,500 451 0.33% 0.32% 585 +77 1.04% Q4 2025 Jan 21, 2026
Prepared Retirement Institute LLC History No change 7,429 447 0.22% 0.22% 586 0 0.0% Q4 2025 Jan 29, 2026
AMERIFLEX GROUP, INC. History Added to 7,420 446 0.23% 0.14% 587 +1,012 15.79% Q4 2025 Feb 18, 2026
M3 Advisory Group, LLC History Added to 7,235 435 0.27% 0.25% 588 +233 3.33% Q4 2025 Jan 16, 2026
Accurate Wealth Management, LLC History Reduced 6,920 428 0.05% 0.05% 589 -219 -3.07% Q4 2025 Jan 14, 2026
Northwest Wealth Advisors, LLC History New 7,109 427 0.33% — 590 +7,109 New Q4 2025 Feb 06, 2026
Koshinski Asset Management, Inc. History No change 7,086 426 0.03% 0.03% 591 0 0.0% Q4 2025 Feb 03, 2026
OpenArc Corporate Advisory, LLC History New 7,019 422 0.01% — 593 +7,019 New Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Added to 7,030 422 0.04% 0.04% 592 +52 0.75% Q4 2025 Feb 11, 2026
RTD Financial Advisors, Inc. History No change 7,000 421 0.05% 0.05% 594 0 0.0% Q4 2025 Jan 27, 2026
Advisor Resource Council History Reduced 6,970 419 0.15% 0.57% 595 -400 -5.43% Q4 2025 Feb 10, 2026
SOL Capital Management CO History No change 6,895 415 0.04% 0.04% 596 0 0.0% Q4 2025 Jan 30, 2026
CHOREO, LLC History Reduced 6,746 409 0.01% 0.01% 597 -8,000 -54.25% Q4 2025 Jan 23, 2026
Atlas Private Wealth Advisors History Reduced 6,803 409 0.1% 0.11% 598 -690 -9.21% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Reduced 6,792 408 0.01% 0.02% 599 -10,694 -61.16% Q4 2025 Feb 03, 2026
Bay Capital Advisors, LLC History Reduced 6,783 408 0.25% 0.34% 600 -2,210 -24.57% Q4 2025 Jan 16, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 6,667 401 0.05% 0.05% 601 -24 -0.36% Q4 2025 Jan 15, 2026
Caprock Group, LLC History No change 6,550 398 0.01% 0.01% 602 0 0.0% Q4 2025 Jan 28, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,502 395 0.04% 0.04% 603 0 0.0% Q4 2025 Feb 13, 2026
SIERRA SUMMIT ADVISORS LLC History New 6,485 390 0.06% — 604 +6,485 New Q4 2025 Feb 06, 2026
ETF Store, Inc. History Added to 6,302 379 0.39% 0.38% 605 +137 2.22% Q4 2025 Jan 22, 2026
SAXON INTERESTS, INC. History Reduced 6,297 378 0.13% 0.14% 607 -44 -0.69% Q4 2025 Feb 13, 2026
Trust Point Inc. History No change 6,284 378 0.03% 0.03% 606 0 0.0% Q4 2025 Jan 13, 2026
Capasso Planning Partners LLC History Reduced 6,273 377 0.21% 0.35% 608 -3,561 -36.21% Q4 2025 Feb 17, 2026
Forefront Wealth Partners, LLC History Added to 6,271 377 0.18% 0.05% 609 +2,496 66.12% Q4 2025 Feb 06, 2026
L & S Advisors Inc History Added to 6,110 367 0.03% 0.03% 610 +169 2.84% Q4 2025 Feb 05, 2026
Oxler Private Wealth LLC History No change 6,084 366 0.11% 0.1% 611 0 0.0% Q4 2025 Jan 23, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 6,057 364 0.24% 0.27% 612 -428 -6.6% Q4 2025 Jan 07, 2026
Socha Financial Group, LLC History Reduced 5,986 360 0.18% 0.19% 613 -1,827 -23.38% Q4 2025 Jan 30, 2026
Stewardship Advisors, LLC History Reduced 5,924 356 0.08% 0.09% 614 -972 -14.1% Q4 2025 Jan 15, 2026
Richardson Capital Management LLC History Added to 5,910 355 0.18% 0.16% 615 +73 1.25% Q4 2025 Jan 30, 2026
McAlister, Sweet & Associates, Inc. History No change 5,908 355 0.27% 0.22% 616 0 0.0% Q4 2025 Jan 02, 2026
Rothschild Capital Partners, LLC History Added to 5,817 350 0.08% 0.07% 617 +796 15.85% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 5,814 349 0.0% 0.0% 618 +1,547 36.25% Q4 2025 Jan 30, 2026
REGIMEN WEALTH, LLC History Reduced 5,748 345 0.1% 0.1% 619 -9 -0.16% Q4 2025 Feb 09, 2026
North Capital, Inc. History Added to 5,725 344 0.3% 0.24% 620 +269 4.93% Q4 2025 Feb 18, 2026
Modera Wealth Management, LLC History Reduced 5,651 340 0.0% 0.0% 621 -1 -0.02% Q4 2025 Jan 21, 2026
Carrera Capital Advisors History New 5,569 338 0.06% — 623 +5,569 New Q4 2025 Jan 30, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 5,629 338 0.01% 0.01% 622 -4,245 -42.99% Q4 2025 Feb 05, 2026
MSH Capital Advisors LLC History Added to 5,629 338 0.07% 0.06% 624 +2,028 56.32% Q4 2025 Feb 09, 2026
True North Advisors, LLC History Added to 5,578 335 0.04% 0.05% 625 +513 10.13% Q4 2025 Jan 22, 2026
Golden State Equity Partners History New 5,476 329 0.05% — 626 +5,476 New Q4 2025 Jan 29, 2026
HMV Wealth Advisors, LLC History No change 5,373 323 0.16% 0.17% 627 0 0.0% Q4 2025 Jan 20, 2026
IMG Wealth Management, Inc. History No change 5,345 321 0.2% 0.21% 628 0 0.0% Q4 2025 Feb 05, 2026
Capital Advisors Wealth Management, LLC History Reduced 5,311 319 0.04% 0.05% 629 -226 -4.08% Q4 2025 Jan 21, 2026
Plotkin Financial Advisors, LLC History Reduced 5,294 318 0.16% 0.16% 630 -362 -6.4% Q4 2025 Feb 19, 2026
Weaver Consulting Group History Reduced 5,268 316 0.08% 0.08% 632 -292 -5.25% Q4 2025 Feb 10, 2026
HCR Wealth Advisors History Added to 5,256 316 0.03% 0.03% 631 +100 1.94% Q4 2025 Jan 27, 2026
BOKF, NA History No change 5,212 313 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History Reduced 5,200 312 0.04% 0.04% 634 -200 -3.7% Q4 2025 Jan 16, 2026
HUB Investment Partners, LLC History Reduced 5,173 311 0.01% 0.28% 636 -140,583 -96.45% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 5,178 311 0.02% 0.02% 635 -365 -6.58% Q4 2025 Feb 10, 2026
Stegent Equity Advisors, Inc. History Reduced 5,127 308 0.24% 1.88% 638 -35,077 -87.25% Q4 2025 Jan 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 5,125 308 0.08% 0.15% 637 -5,558 -52.03% Q4 2025 Feb 09, 2026
Nova Wealth Management, Inc. History Reduced 5,071 305 0.21% 0.23% 639 -554 -9.85% Q4 2025 Jan 14, 2026
Nautilus Advisors LLC History Reduced 5,069 305 0.2% 0.2% 640 -105 -2.03% Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History No change 5,067 304 0.02% 0.02% 641 0 0.0% Q4 2025 Jan 20, 2026
Wealth Management Associates, Inc. History Reduced 4,970 299 0.1% 0.11% 642 -565 -10.21% Q4 2025 Jan 20, 2026
Advyzon Investment Management, LLC History New 4,953 297 0.03% — 644 +4,953 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 4,938 297 0.05% 0.0% 643 -59 -1.18% Q4 2025 Mar 04, 2026
Lavaca Capital LLC History New 4,936 296 0.05% — 645 +4,936 New Q4 2025 Feb 13, 2026
CFS Investment Advisory Services, LLC History Added to 4,923 296 0.02% 0.02% 646 +86 1.78% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 4,913 295 0.0% 0.0% 647 +1,458 42.2% Q4 2025 Jan 23, 2026
Verdence Capital Advisors LLC History No change 4,901 294 0.02% 0.02% 648 0 0.0% Q4 2025 Jan 29, 2026
M.E. ALLISON & CO., INC. History No change 4,885 293 0.2% 0.19% 649 0 0.0% Q4 2025 Jan 12, 2026
NewEdge Wealth, LLC History Reduced 4,837 291 0.0% 0.01% 650 -2,007 -29.32% Q4 2025 Feb 03, 2026
Chancellor Financial Group WB LP History Added to 4,760 286 0.19% 0.16% 652 +710 17.53% Q4 2025 Feb 05, 2026
SpringVest Wealth Management LLC History No change 4,767 286 0.2% 0.2% 651 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Advisory, LLC History Reduced 4,740 285 0.03% 0.06% 653 -6,318 -57.14% Q4 2025 Jan 28, 2026
Coppell Advisory Solutions LLC History Reduced 4,669 283 0.03% 0.03% 654 -536 -10.3% Q4 2025 Feb 17, 2026
CEERA INVESTMENTS, LLC History No change 4,695 282 0.11% 0.08% 655 0 0.0% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History New 4,654 280 0.0% — 656 +4,654 New Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 4,654 280 0.02% — 657 +4,654 New Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History Reduced 4,607 279 0.12% 0.14% 658 -318 -6.46% Q4 2025 Jan 23, 2026
Independence Wealth Advisors, LLC History New 4,637 278 0.16% — 659 +4,637 New Q4 2025 Jan 09, 2026
Sankala Group LLC History New 4,284 278 0.22% — 660 +4,284 New Q4 2025 Mar 02, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 4,572 277 0.19% 0.18% 661 +329 7.75% Q4 2025 Feb 02, 2026
Secure Asset Management, LLC History Reduced 4,584 275 0.04% 0.07% 662 -2,590 -36.1% Q4 2025 Jan 20, 2026
Institute for Wealth Management, LLC. History New 4,567 274 0.03% — 663 +4,567 New Q4 2025 Jan 27, 2026
Excelsior Advisor Network LLC History New 4,543 273 0.13% — 664 +4,543 New Q4 2025 Feb 13, 2026
WoodTrust Financial Corp History No change 4,500 271 0.03% 0.03% 665 0 0.0% Q4 2025 Jan 30, 2026
Trexquant Investment LP History Reduced 4,470 268 0.0% 0.0% 667 -700 -13.54% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History No change 4,457 268 0.0% 0.0% 666 0 0.0% Q4 2025 Feb 02, 2026
Silver Grove Financial Group, Inc. History New 4,350 261 0.23% — 668 +4,350 New Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History No change 4,316 259 0.03% 0.03% 669 0 0.0% Q4 2025 Jan 14, 2026
BIP Wealth, LLC History New 4,252 255 0.01% — 670 +4,252 New Q4 2025 Jan 21, 2026
Aurora Private Wealth, Inc. History New 4,201 253 0.17% — 671 +4,201 New Q4 2025 Feb 02, 2026
Resurgent Financial Advisors LLC History Reduced 4,209 253 0.13% 0.13% 672 -309 -6.84% Q4 2025 Feb 12, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 4,168 250 0.04% 0.05% 673 -1,204 -22.41% Q4 2025 Jan 12, 2026
SeaCrest Wealth Management, LLC History Reduced 4,058 248 0.03% 0.04% 674 -2,377 -36.94% Q4 2025 Jan 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 3,885 248 0.07% 0.08% 675 -376 -8.82% Q4 2025 Feb 10, 2026
KPP Advisory Services LLC History Reduced 4,104 246 0.04% 0.04% 676 -331 -7.46% Q4 2025 Feb 02, 2026
Stark Wealth Management LLC History Reduced 4,088 245 0.92% 1.14% 678 -242 -5.59% Q4 2025 Feb 17, 2026
Novak & Powell Financial Services, Inc. History No change 4,079 245 0.13% 0.12% 677 0 0.0% Q4 2025 Feb 10, 2026
RED REEF ADVISORS LLC History New 4,058 244 0.25% — 679 +4,058 New Q4 2025 Apr 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 4,053 243 0.03% — 681 +4,053 New Q4 2025 Jan 12, 2026
Saxony Capital Management, LLC History Reduced 4,039 243 0.15% 0.15% 680 -43 -1.05% Q4 2025 Jan 15, 2026
Delta Investment Management, LLC History Reduced 4,008 241 0.04% 0.06% 682 -2,134 -34.74% Q4 2025 Jan 30, 2026
INSTRUMENTAL WEALTH, LLC History Reduced 3,627 233 0.14% 4.93% 683 -118,501 -97.03% Q4 2025 Feb 27, 2026
KENNEDY INVESTMENT GROUP History No change 3,858 232 0.09% 0.09% 684 0 0.0% Q4 2025 Feb 06, 2026
Accel Wealth Management History Added to 3,844 231 0.06% 0.06% 685 +360 10.33% Q4 2025 Jan 20, 2026
WESPAC Advisors SoCal, LLC History Added to 3,823 230 0.05% 0.04% 686 +48 1.27% Q4 2025 Jan 07, 2026
ProCore Advisors, LLC History New 3,789 227 0.23% — 688 +3,789 New Q4 2025 Jan 21, 2026
PACIFIC SUN FINANCIAL CORP History Added to 3,744 227 0.11% 0.1% 687 +200 5.64% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History New 3,736 224 0.01% — 689 +3,736 New Q4 2025 Jan 29, 2026
Benson Wealth Management INC History New 3,735 224 0.25% — 690 +3,735 New Q4 2025 Feb 12, 2026
WBI INVESTMENTS, LLC History Reduced 3,694 222 0.06% 0.06% 691 -228 -5.81% Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History No change 3,650 219 0.05% 0.05% 692 0 0.0% Q4 2025 Jan 30, 2026
Headlands Technologies LLC History No change 3,651 219 0.02% 0.02% 693 0 0.0% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 3,606 216 0.14% 0.19% 695 -1,670 -31.65% Q4 2025 Feb 10, 2026
CERTUITY, LLC History No change 3,593 216 0.01% 0.01% 694 0 0.0% Q4 2025 Jan 30, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 3,585 215 0.1% — 696 +3,585 New Q4 2025 Feb 17, 2026
KCM INVESTMENT ADVISORS LLC History New 3,566 214 0.01% — 697 +3,566 New Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History Reduced 3,536 214 0.01% 0.01% 698 -132 -3.6% Q4 2025 Jan 20, 2026
Argent Trust Co History Reduced 3,541 213 0.01% 0.01% 699 -172 -4.63% Q4 2025 Feb 10, 2026
Beacon Bridge Wealth Partners, LLC History New 3,530 212 0.07% — 700 +3,530 New Q4 2025 Jan 27, 2026
First Western Trust Bank History New 3,510 211 0.01% — 701 +3,510 New Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Reduced 3,495 210 0.01% 0.02% 702 -3,046 -46.57% Q4 2025 Feb 17, 2026
Ruggaard & Associates LLC History New 3,470 208 0.08% — 703 +3,470 New Q4 2025 Feb 20, 2026
Facet Wealth, Inc. History New 3,319 206 0.0% — 704 +3,319 New Q4 2025 Jan 29, 2026
Arete Wealth Advisors, LLC History Reduced 3,415 205 0.01% 0.02% 705 -1,065 -23.77% Q4 2025 Feb 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 3,423 205 0.06% 0.06% 706 -202 -5.57% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 3,362 202 0.11% — 707 +3,362 New Q4 2025 Feb 18, 2026
Spectrum Strategic Capital Management, LLC History Reduced 3,352 201 0.11% 2.95% 708 -96,892 -96.66% Q4 2025 Feb 05, 2026
Realta Investment Advisors History Reduced 3,344 201 0.07% 0.07% 709 -127 -3.66% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History No change 3,242 199 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 26, 2026
1 NORTH WEALTH SERVICES LLC History Added to 3,302 198 0.07% 0.06% 711 +557 20.29% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 3,259 196 0.0% 0.0% 712 -1,493 -31.42% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 3,249 195 0.01% 0.01% 713 +358 12.38% Q4 2025 Jan 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 3,250 195 0.06% 0.06% 714 0 0.0% Q4 2025 Feb 11, 2026
YANKCOM Partnership History New 2,993 180 0.08% — 715 +2,993 New Q4 2025 Jan 20, 2026
Murphy & Mullick Capital Management Corp History Reduced 2,992 180 0.13% 0.14% 716 -200 -6.27% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Reduced 2,893 174 0.0% 0.0% 717 -35 -1.2% Q4 2025 Jan 20, 2026
S.A. Mason LLC History Added to 2,695 162 0.06% 0.07% 718 +95 3.65% Q4 2025 Jan 29, 2026
McIlrath & Eck, LLC History Added to 2,591 155 0.01% 0.01% 719 +830 47.13% Q4 2025 Feb 03, 2026
WFA of San Diego, LLC History No change 2,544 153 0.11% 0.1% 720 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Reduced 2,402 144 0.07% 0.06% 721 -3 -0.12% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,111 127 0.0% — 722 +2,111 New Q4 2025 Feb 13, 2026
Asset Dedication, LLC History No change 2,125 127 0.01% 0.01% 723 0 0.0% Q4 2025 Jan 26, 2026
Triumph Capital Management History Reduced 2,032 122 0.03% 0.12% 724 -5,871 -74.29% Q4 2025 Feb 12, 2026
LRI Investments, LLC History Added to 1,984 119 0.01% 0.01% 725 +110 5.87% Q4 2025 Feb 04, 2026
DHJJ Financial Advisors, Ltd. History No change 1,968 118 0.04% 0.04% 726 0 0.0% Q4 2025 Jan 23, 2026
KERR FINANCIAL PLANNING Corp History Reduced 1,865 117 0.16% 0.17% 727 -192 -9.33% Q4 2025 Feb 10, 2026
Turning Point Benefit Group, Inc. History Reduced 1,919 115 0.06% 0.08% 728 -245 -11.32% Q4 2025 Jan 30, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 1,790 107 0.01% 0.0% 729 +625 53.65% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Added to 1,726 105 0.01% 0.0% 730 +1,564 965.43% Q4 2025 Jan 28, 2026
Bare Financial Services, Inc History No change 1,736 104 0.03% 0.03% 731 0 0.0% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History No change 1,719 103 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 16, 2026
Orion Capital Management LLC History No change 1,700 102 0.03% 0.03% 733 0 0.0% Q4 2025 Feb 03, 2026
TD Capital Management LLC History No change 1,685 101 0.01% 0.01% 734 0 0.0% Q4 2025 Feb 26, 2026
SageView Advisory Group, LLC History New 1,605 96 0.0% — 735 +1,605 New Q4 2025 Feb 17, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,585 95 0.01% 0.01% 736 0 0.0% Q4 2025 Feb 09, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,572 94 0.04% 0.04% 737 +50 3.29% Q4 2025 Jan 30, 2026
Oakworth Capital, Inc. History No change 1,568 94 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 30, 2026
Anchor Investment Management, LLC History No change 1,551 93 0.01% 0.01% 739 0 0.0% Q4 2025 Feb 26, 2026
Crewe Advisors LLC History No change 1,514 91 0.01% 0.01% 740 0 0.0% Q4 2025 Jan 16, 2026
Coastline Trust Co History Reduced 1,351 81 0.01% 0.01% 741 -206 -13.23% Q4 2025 Jan 05, 2026
High Note Wealth, LLC History New 1,317 79 0.02% — 742 +1,317 New Q4 2025 Feb 05, 2026
Arlington Trust Co LLC History Reduced 1,280 77 0.01% 0.01% 744 -150 -10.49% Q4 2025 Jan 30, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,280 77 0.01% 0.01% 743 0 0.0% Q4 2025 Jan 20, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,206 72 0.05% — 745 +1,206 New Q4 2025 Feb 19, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,098 66 0.02% 0.01% 746 +971 764.57% Q4 2025 Jan 20, 2026
Hilltop National Bank History No change 1,100 66 0.02% 0.02% 747 0 0.0% Q4 2025 Jan 07, 2026
CENTRAL TRUST Co History Reduced 1,067 64 0.0% 0.0% 748 -275 -20.49% Q4 2025 Feb 02, 2026
Bell Investment Advisors, Inc History Reduced 1,055 63 0.01% 0.01% 749 -21 -1.95% Q4 2025 Feb 24, 2026
SRH ADVISORS, LLC History No change 1,040 62 0.02% 0.02% 750 0 0.0% Q4 2025 Jan 21, 2026
TUCKER ASSET MANAGEMENT LLC History New 1,026 61 0.02% — 751 +1,026 New Q4 2025 Feb 05, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 1,022 61 0.04% 0.04% 752 -1 -0.1% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History New 1,000 60 0.0% — 753 +1,000 New Q4 2025 Jan 16, 2026
Financial Gravity Asset Management, Inc. History Reduced 964 58 0.01% 0.02% 754 -550 -36.33% Q4 2025 Feb 13, 2026
MidFirst Bank History New 939 56 0.0% — 755 +939 New Q4 2025 Feb 25, 2026
Crews Bank & Trust History No change 926 55 0.01% 0.01% 756 0 0.0% Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History New 890 54 0.0% — 757 +890 New Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History No change 889 53 0.01% 0.0% 758 0 0.0% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Added to 880 52 0.01% 0.01% 759 +174 24.65% Q4 2025 Jan 21, 2026
Missouri Trust & Investment Co History No change 861 51 0.01% 0.01% 760 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 738 44 0.0% 0.0% 761 +123 20.0% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 706 42 0.0% — 763 +706 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 714 42 0.0% 0.0% 762 0 0.0% Q4 2025 Jan 14, 2026
Bank of Jackson Hole Trust History No change 650 39 0.02% 0.02% 764 0 0.0% Q4 2025 Feb 12, 2026
Tidemark, LLC History No change 633 38 0.01% 0.01% 765 0 0.0% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History New 600 36 0.0% — 767 +600 New Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History Added to 603 36 0.0% 0.0% 766 +465 336.96% Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History No change 611 36 0.0% 0.0% 768 0 0.0% Q4 2025 Jan 30, 2026
GAMMA Investing LLC History No change 585 35 0.0% 0.0% 769 0 0.0% Q4 2025 Jan 05, 2026
Register Financial Advisors LLC History No change 575 34 0.01% 0.01% 770 0 0.0% Q4 2025 Jan 21, 2026
SIMPLEX TRADING, LLC History Added to 539 32 0.0% 0.0% 771 +232 75.57% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 500 30 0.0% 0.0% 772 -179 -26.36% Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History No change 512 30 0.0% 0.0% 773 0 0.0% Q4 2025 Jan 22, 2026
American Capital Advisory, LLC History No change 500 30 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 30, 2026
Quest 10 Wealth Builders, Inc. History No change 506 30 0.03% 0.03% 775 0 0.0% Q4 2025 Jan 29, 2026
Redwood Park Advisors LLC History No change 500 30 0.02% 0.02% 776 0 0.0% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 485 29 0.0% — 777 +485 New Q4 2025 Jan 07, 2026
Colonial Trust Co / SC History Added to 496 29 0.0% 0.0% 778 +316 175.56% Q4 2025 Feb 12, 2026
Investors Research Corp History Reduced 475 28 0.01% 0.01% 779 -838 -63.82% Q4 2025 Jan 06, 2026
Cape Investment Advisory, Inc. History New 475 28 0.01% — 781 +475 New Q4 2025 Feb 17, 2026
Costello Asset Management, INC History No change 477 28 0.01% 0.01% 780 0 0.0% Q4 2025 Feb 03, 2026
GPS Wealth Strategies Group, LLC History Reduced 451 27 0.02% 0.08% 783 -13,508 -96.77% Q4 2025 Feb 06, 2026
Field & Main Bank History New 450 27 0.01% — 782 +450 New Q4 2025 Jan 28, 2026
Motiv8 Investments LLC History New 430 26 0.01% — 784 +430 New Q4 2025 Feb 13, 2026
Hughes Financial Services, LLC History No change 427 25 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 405 24 0.0% 0.0% 786 -199 -32.95% Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History No change 410 24 0.01% 0.01% 787 0 0.0% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 389 23 0.0% 0.0% 788 -917 -70.21% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 385 23 0.0% 0.0% 789 -150 -28.04% Q4 2025 Feb 03, 2026
DV Trading LLC History New 350 21 0.0% — 792 +350 New Q4 2025 Feb 17, 2026
AMERICAN NATIONAL BANK & TRUST History No change 356 21 0.0% 0.0% 790 0 0.0% Q4 2025 Jan 20, 2026
NVWM, LLC History No change 359 21 0.0% 0.0% 791 0 0.0% Q4 2025 Jan 20, 2026
Founders Financial Alliance, LLC History No change 354 21 0.0% 0.0% 793 0 0.0% Q4 2025 Feb 12, 2026
ORG Wealth Partners, LLC History No change 340 20 0.0% 0.0% 794 0 0.0% Q4 2025 Jan 14, 2026
CX Institutional History New 306 18 0.0% — 795 +306 New Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History No change 300 18 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 295 17 0.0% 0.0% 797 0 0.0% Q4 2025 Jan 12, 2026
SHP Wealth Management History New 281 16 0.0% — 798 +281 New Q4 2025 Mar 04, 2026
Caitlin John, LLC History No change 271 16 0.01% 0.01% 799 0 0.0% Q4 2025 Feb 18, 2026
Key Capital Management, INC History New 252 15 0.01% — 803 +252 New Q4 2025 Jan 26, 2026
Compass Financial Services Inc History Reduced 250 15 0.01% 0.01% 801 -213 -46.0% Q4 2025 Feb 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 255 15 0.0% 0.0% 800 0 0.0% Q4 2025 Jan 26, 2026
Fourth Dimension Wealth, LLC History No change 253 15 0.01% 0.01% 802 0 0.0% Q4 2025 Feb 04, 2026
Nemes Rush Group LLC History No change 240 14 0.0% 0.0% 804 0 0.0% Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 218 13 0.0% 0.0% 805 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Bancorp, Inc. History No change 222 13 0.0% 0.0% 806 0 0.0% Q4 2025 Jan 22, 2026
MCF Advisors LLC History No change 200 12 0.0% 0.0% 807 0 0.0% Q4 2025 Feb 11, 2026
IAG Wealth Partners, LLC History No change 200 12 0.0% 0.0% 808 0 0.0% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Reduced 198 11 0.0% 0.01% 809 -3,300 -94.34% Q4 2025 Feb 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 188 11 0.01% 0.01% 810 -197 -51.17% Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History Reduced 177 10 0.0% 0.01% 812 -170 -48.99% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History No change 176 10 0.01% 0.01% 811 0 0.0% Q4 2025 Jan 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 150 9 0.0% 0.0% 813 0 0.0% Q4 2025 Feb 17, 2026
Sachetta, LLC History Reduced 138 8 0.0% 0.12% 816 -5,375 -97.5% Q4 2025 Feb 02, 2026
Kingdom Financial Group LLC. History New 133 8 0.0% — 815 +133 New Q4 2025 Feb 06, 2026
Operose Advisors LLC History No change 146 8 0.0% 0.0% 814 0 0.0% Q4 2025 Feb 10, 2026
PITTENGER & ANDERSON INC History New 132 7 0.0% — 817 +132 New Q4 2025 Feb 02, 2026
IMA Advisory Services, Inc. History New 125 7 0.0% — 818 +125 New Q4 2025 Feb 11, 2026
Financial Network Wealth Advisors LLC History No change 129 7 0.01% 0.01% 819 0 0.0% Q4 2025 Feb 13, 2026
Anfield Capital Management, LLC History No change 102 6 0.0% 0.0% 820 0 0.0% Q4 2025 Feb 03, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 86 5 0.0% 0.0% 821 -134 -60.91% Q4 2025 Jan 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 88 5 0.0% 0.0% 822 0 0.0% Q4 2025 Feb 09, 2026
Measured Wealth Private Client Group, LLC History No change 84 5 0.0% 0.0% 823 0 0.0% Q4 2025 Feb 10, 2026
Clark Wealth Partners History No change 87 5 0.0% 0.0% 824 0 0.0% Q4 2025 Feb 04, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 78 4 0.0% 0.0% 825 0 0.0% Q4 2025 Feb 10, 2026
Navalign, LLC History New 50 3 0.0% — 827 +50 New Q4 2025 Feb 05, 2026
Winch Advisory Services, LLC History No change 58 3 0.0% 0.0% 826 0 0.0% Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History New 47 2 0.0% — 829 +47 New Q4 2025 Feb 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 35 2 0.0% 0.0% 828 0 0.0% Q4 2025 Feb 02, 2026
Wealth Watch Advisors, INC History Reduced 23 1 0.0% 0.2% 831 -8,413 -99.73% Q4 2025 Feb 17, 2026
Truvestments Capital LLC History No change 30 1 0.0% 0.0% 830 0 0.0% Q4 2025 Feb 13, 2026
Future Financial Wealth Managment LLC History Closed out 0 0 — 2.78% — -76,890 -100.0% Q3 2025 Oct 15, 2025
Requisite Capital Management, LLC History Closed out 0 0 — 0.66% — -68,917 -100.0% Q3 2025 Nov 12, 2025
FORTEM FINANCIAL GROUP, LLC History Closed out 0 0 — 0.93% — -56,511 -100.0% Q3 2025 Nov 04, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -32,207 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.72% — -23,595 -100.0% Q3 2025 Jan 12, 2026
Aberdeen Group plc History Closed out 0 0 — 0.0% — -19,188 -100.0% Q3 2025 Nov 07, 2025
Wealth Management Partners, LLC History Closed out 0 0 — 0.34% — -18,896 -100.0% Q3 2025 Oct 21, 2025
Bright Futures Wealth Management, LLC. History Closed out 0 0 — 0.73% — -16,183 -100.0% Q3 2025 Nov 12, 2025
Summit Wealth Partners, LLC History Closed out 0 0 — 0.11% — -10,363 -100.0% Q3 2025 Oct 21, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.01% — -9,000 -100.0% Q3 2025 Nov 12, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.07% — -8,670 -100.0% Q3 2025 Oct 21, 2025
Rollins Financial Advisors, LLC History Closed out 0 0 — 0.07% — -8,528 -100.0% Q3 2025 Nov 10, 2025
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.06% — -6,895 -100.0% Q3 2025 Oct 28, 2025
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 — 0.14% — -6,826 -100.0% Q3 2025 Nov 12, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -6,708 -100.0% Q3 2025 Nov 14, 2025
FIRST CITIZENS BANK & TRUST CO History Closed out 0 0 — 0.01% — -5,656 -100.0% Q3 2025 Oct 31, 2025
WEST BANCORPORATION INC History Closed out 0 0 — 0.17% — -5,355 -100.0% Q3 2025 Oct 23, 2025
Legacy Financial Strategies, LLC History Closed out 0 0 — 0.05% — -5,260 -100.0% Q3 2025 Nov 06, 2025
MILESTONE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.06% — -5,075 -100.0% Q3 2025 Oct 15, 2025
Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -5,036 -100.0% Q3 2025 Oct 23, 2025
Tradition Wealth Management, LLC History Closed out 0 0 — 0.02% — -4,686 -100.0% Q3 2025 Nov 13, 2025
Essex Bank History Closed out 0 0 — 0.06% — -4,630 -100.0% Q3 2025 Nov 04, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.0% — -4,500 -100.0% Q3 2025 Nov 14, 2025
MBL Wealth, LLC History Closed out 0 0 — 0.02% — -4,427 -100.0% Q3 2025 Oct 16, 2025
Foster Group, Inc. History Closed out 0 0 — 0.01% — -4,350 -100.0% Q3 2025 Oct 14, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.01% — -4,346 -100.0% Q3 2025 Oct 30, 2025
Independent Wealth Network Inc. History Closed out 0 0 — 0.08% — -4,275 -100.0% Q3 2025 Oct 15, 2025
Global Assets Advisory, LLC History Closed out 0 0 — 0.06% — -3,788 -100.0% Q3 2025 Oct 31, 2025
Obermeyer Wealth Partners History Closed out 0 0 — 0.01% — -3,686 -100.0% Q3 2025 Oct 27, 2025
Ferguson Shapiro LLC History Closed out 0 0 — 0.07% — -3,644 -100.0% Q3 2025 Nov 10, 2025
Astoria Portfolio Advisors LLC. History Closed out 0 0 — 0.05% — -3,507 -100.0% Q3 2025 Oct 09, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -2,676 -100.0% Q3 2025 Nov 10, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -1,185 -100.0% Q3 2025 Nov 05, 2025
Brentview Investment Management LLC History Closed out 0 0 — 0.01% — -500 -100.0% Q3 2025 Nov 13, 2025
PROFFITT & GOODSON INC History Closed out 0 0 — 0.0% — -458 -100.0% Q3 2025 Oct 21, 2025
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -389 -100.0% Q3 2025 Oct 09, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -350 -100.0% Q3 2025 Oct 07, 2025
Indiana Trust & Investment Management Co History Closed out 0 0 — 0.0% — -155 -100.0% Q3 2025 Oct 17, 2025
Global Wealth Strategies & Associates History Closed out 0 0 — 0.0% — -155 -100.0% Q3 2025 Oct 02, 2025
CVA Family Office, LLC History Closed out 0 0 — 0.0% — -141 -100.0% Q3 2025 Oct 30, 2025
Provenance Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -110 -100.0% Q3 2025 Nov 12, 2025
Imprint Wealth LLC History Closed out 0 0 — 0.02% — -90 -100.0% Q3 2025 Nov 14, 2025
SJS Investment Consulting Inc. History Closed out 0 0 — 0.0% — -77 -100.0% Q3 2025 Oct 21, 2025
Parallel Advisors, LLC History Closed out 0 0 — 0.0% — -59 -100.0% Q3 2025 Nov 13, 2025
Quattro Advisors LLC History New 14 0 — — — +14 New Q4 2025 Feb 13, 2026
United Community Bank History Closed out 0 0 — — — -14 -100.0% Q3 2025 Nov 04, 2025
Trust Co History New 10 0 — — — +10 New Q4 2025 Jan 15, 2026
Dogwood Wealth Management LLC History New 1 0 — — — +1 New Q4 2025 Feb 04, 2026
KELLEHER FINANCIAL ADVISORS History No change 11 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 10, 2026