WisdomTree Trust - DGRW

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 12,308,471 1,100,746 0.6% 0.85% 1 -3,447,104 -21.88% Q4 2025 Feb 06, 2026
LPL Financial LLC History Reduced 12,219,587 1,092,797 0.3% 0.32% 2 -150,513 -1.22% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,919,373 1,065,949 0.08% 0.07% 3 -64,517 -0.54% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 8,512,117 761,238 0.05% 0.05% 4 +27,929 0.33% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 7,039,347 629,515 0.14% 0.15% 5 -84,630 -1.19% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,413,967 305,311 0.09% 0.1% 6 -9,685 -0.28% Q4 2025 Feb 18, 2026
HighTower Advisors, LLC History Reduced 2,869,081 256,581 0.28% 0.29% 7 -45,551 -1.56% Q4 2025 Feb 06, 2026
UBS Group AG History Added to 2,678,573 239,544 0.04% 0.04% 8 +138,923 5.47% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 2,450,812 219,176 0.24% 0.25% 9 +1,793 0.07% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,349,551 210,120 0.06% 0.06% 10 +69,221 3.04% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 1,683,342 150,541 0.03% 0.03% 11 +102,499 6.48% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,618,578 144,749 0.02% — 12 +1,618,578 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 1,535,309 137,302 1.67% 1.56% 13 +141,452 10.15% Q4 2025 Jan 21, 2026
Private Advisor Group, LLC History Reduced 1,419,531 126,948 0.6% 0.66% 14 -88,878 -5.89% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 1,358,683 121,506 0.14% 0.01% 15 +1,316,890 3150.98% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,225,780 111,092 0.15% 0.16% 16 +2,861 0.23% Q4 2025 Jan 08, 2026
HUNTINGTON NATIONAL BANK History Added to 1,186,350 106,095 0.64% 0.64% 17 +3,080 0.26% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 1,117,448 99,933 0.18% 0.13% 18 +390,882 53.8% Q4 2025 Mar 16, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,084,638 96,999 0.53% 0.56% 19 -12,097 -1.1% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,030,545 92,161 0.12% 0.13% 20 -57,941 -5.32% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 1,016,282 90,886 3.02% 2.78% 21 +121,594 13.59% Q4 2025 Feb 06, 2026
WADDELL & ASSOCIATES, LLC History Added to 990,996 88,624 5.98% 7.4% 22 +12,857 1.31% Q4 2025 Feb 11, 2026
Stratos Investment Management, LLC History Added to 926,245 82,834 3.32% 3.31% 23 +23,781 2.64% Q4 2025 Jan 20, 2026
Clearwater Capital Advisors, LLC History Added to 899,720 80,461 6.71% 6.73% 24 +12,494 1.41% Q4 2025 Feb 09, 2026
Bouchey Financial Group Ltd History Added to 872,577 78,034 5.85% 5.93% 25 +7,041 0.81% Q4 2025 Jan 16, 2026
COMERICA BANK History Added to 854,542 76,421 0.3% 0.26% 26 +89,591 11.71% Q4 2025 Jan 29, 2026
Glassman Wealth Services History Added to 841,295 75,236 10.15% 10.45% 27 +5,259 0.63% Q4 2025 Jan 28, 2026
RVW Wealth, LLC History Added to 823,028 73,603 5.62% 5.71% 28 +384 0.05% Q4 2025 Jan 12, 2026
Legacy Financial Advisors, Inc. History Reduced 818,325 73,182 10.12% 10.03% 29 -133 -0.02% Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History Added to 809,551 72,398 0.49% 0.51% 30 +24,284 3.09% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 766,564 68,553 0.28% 0.23% 31 +198,512 34.95% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 762,520 68,192 0.13% 0.14% 32 +9,979 1.33% Q4 2025 Feb 17, 2026
SNS Financial Group, LLC History Added to 703,781 62,939 5.42% 5.41% 33 +4,003 0.57% Q4 2025 Feb 02, 2026
IAM Advisory, LLC History Reduced 661,828 59,187 13.15% 16.03% 34 -139,541 -17.41% Q4 2025 Jan 07, 2026
OSAIC HOLDINGS, INC. History Added to 656,184 58,692 0.09% 0.07% 35 +97,804 17.52% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 635,438 56,827 0.0% 0.0% 36 +4,685 0.74% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 629,592 56,010 0.17% 0.17% 37 +3,082 0.49% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History Reduced 623,346 55,745 10.64% 10.74% 38 -2,104 -0.34% Q4 2025 Feb 11, 2026
Spinnaker Investment Group, LLC History Added to 616,574 55,140 10.0% 10.29% 39 +1,234 0.2% Q4 2025 Jan 12, 2026
BEACON FINANCIAL GROUP History New 578,140 51,703 5.14% — 40 +578,140 New Q4 2025 Apr 01, 2026
Mariner, LLC History Added to 564,088 50,446 0.06% 0.04% 41 +192,442 51.78% Q4 2025 Feb 13, 2026
Fiduciary Planning LLC History Added to 559,505 50,036 15.19% 14.99% 42 +8,199 1.49% Q4 2025 Jan 22, 2026
CWM, LLC History Added to 539,056 48,208 0.13% 0.13% 43 +65,222 13.76% Q4 2025 Jan 26, 2026
Duncan Williams Asset Management, LLC History Added to 523,234 48,195 11.98% 12.27% 44 +32,967 6.72% Q4 2025 Feb 05, 2026
SkyView Investment Advisors, LLC History Reduced 527,860 47,207 5.96% 5.95% 45 -1,241 -0.23% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Reduced 526,556 47,089 0.17% 0.24% 46 -69,487 -11.66% Q4 2025 Feb 18, 2026
TAIYO LIFE INSURANCE CO History No change 525,000 46,951 4.02% 4.09% 47 0 0.0% Q4 2025 Jan 30, 2026
One Capital Management, LLC History Reduced 516,715 46,209 1.4% 1.82% 48 -125,138 -19.5% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Reduced 514,982 46,054 6.27% 6.71% 49 -27,593 -5.09% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 509,361 45,552 0.45% 0.47% 50 -1,675 -0.33% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Added to 483,298 43,221 4.56% 4.54% 51 +13,744 2.93% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Added to 480,055 42,931 0.04% 0.04% 52 +23,145 5.07% Q4 2025 Feb 13, 2026
CONNABLE OFFICE INC History Added to 463,058 41,411 3.8% 3.6% 53 +26,752 6.13% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 413,371 36,967 0.46% 0.46% 54 +15,840 3.98% Q4 2025 Jan 29, 2026
Savant Capital, LLC History Reduced 411,617 36,810 0.21% 0.23% 55 -21,955 -5.06% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 406,713 36,372 0.1% 0.1% 56 -6,157 -1.49% Q4 2025 Feb 05, 2026
BCM ADVISORS, LLC History Added to 395,778 35,976 6.89% 7.19% 57 +545 0.14% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Reduced 390,538 34,925 0.78% 0.92% 58 -7,829 -1.97% Q4 2025 Feb 06, 2026
RESOLUTE CAPITAL, LLC History New 388,064 34,704 14.5% — 59 +388,064 New Q4 2025 Feb 10, 2026
Team Financial Group, LLC History Added to 387,764 34,677 15.73% 15.74% 60 +6,030 1.58% Q4 2025 Jan 13, 2026
NewEdge Wealth, LLC History Added to 383,590 34,304 0.39% 0.43% 61 +41,476 12.12% Q4 2025 Feb 03, 2026
Serenus Wealth Advisors, LLC History Added to 382,105 34,171 6.62% 5.64% 62 +10,974 2.96% Q4 2025 Jan 28, 2026
Aspire Capital Advisors LLC History Added to 368,494 32,954 7.74% 8.01% 63 +3,458 0.95% Q4 2025 Jan 16, 2026
Sanchez Wealth Management Group History Added to 360,089 32,202 6.89% 6.7% 64 +21,080 6.22% Q4 2025 Feb 04, 2026
Concurrent Investment Advisors, LLC History Reduced 351,189 31,406 0.36% 0.56% 65 -15,962 -4.35% Q4 2025 Jan 29, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 349,177 31,226 3.65% 3.72% 66 +7,327 2.14% Q4 2025 Jan 12, 2026
Cerity Partners LLC History Reduced 335,726 30,023 0.04% 0.05% 67 -8,119 -2.36% Q4 2025 Feb 11, 2026
Per Stirling Capital Management, LLC. History Reduced 334,375 29,903 3.36% 3.64% 68 -7,456 -2.18% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 332,723 29,848 0.05% 0.03% 69 +186,880 128.14% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 332,010 29,691 0.02% 0.02% 70 +30,258 10.03% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 328,838 29,408 1.06% 1.08% 71 +11,170 3.52% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 325,765 29,133 0.07% 0.07% 72 +19,201 6.26% Q4 2025 Feb 13, 2026
Compass Financial Services Inc History Added to 325,552 29,114 12.55% 12.73% 73 +2,050 0.63% Q4 2025 Feb 27, 2026
Choice Wealth Advisors, LLC History Added to 322,617 28,851 11.41% 12.27% 74 +897 0.28% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Added to 309,567 27,684 0.5% 0.53% 75 +6,192 2.04% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 302,298 27,034 0.35% 0.34% 76 +16,271 5.69% Q4 2025 Feb 05, 2026
TigerOak Management, L.L.C. History Reduced 298,442 26,689 8.14% 8.37% 77 -4,882 -1.61% Q4 2025 Jan 21, 2026
TRUIST FINANCIAL CORP History Added to 296,954 26,556 0.04% 0.03% 78 +11,100 3.88% Q4 2025 Feb 02, 2026
LM Advisors LLC History Reduced 2,365 26,442 0.48% 0.32% 79 -22,510 -90.49% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 286,416 25,614 0.29% 0.3% 80 -11,323 -3.8% Q4 2025 Feb 05, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 285,055 25,492 2.37% 2.48% 81 -5,354 -1.84% Q4 2025 Jan 12, 2026
SK Wealth Management, LLC History Reduced 272,438 24,944 6.95% 10.2% 82 -35,829 -11.62% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Reduced 269,353 24,088 0.16% 0.17% 83 -7,631 -2.76% Q4 2025 Jan 28, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 262,661 23,489 16.0% 16.32% 84 -2,675 -1.01% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Reduced 257,981 23,071 0.13% 0.3% 85 -376,572 -59.34% Q4 2025 Jan 29, 2026
Amplius Wealth Advisors, LLC History Added to 255,977 22,891 1.92% 1.91% 86 +6,983 2.8% Q4 2025 Jan 12, 2026
Winthrop Advisory Group LLC History Added to 255,277 22,829 1.93% 1.67% 87 +41,283 19.29% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Added to 246,661 22,059 0.05% 0.05% 88 +617 0.25% Q4 2025 Feb 11, 2026
ACT Advisors, LLC. History Added to 229,585 20,531 8.09% 8.24% 89 +213 0.09% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Reduced 228,203 20,408 0.13% 0.13% 90 -268 -0.12% Q4 2025 Jan 29, 2026
Cresta Advisors, Ltd. History Reduced 225,262 20,145 8.45% 9.18% 91 -5,962 -2.58% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Added to 223,840 20,017 0.92% 0.54% 92 +108,192 93.55% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 221,196 19,781 0.01% 0.01% 93 +1,213 0.55% Q4 2025 Feb 10, 2026
Creative Planning History Reduced 217,684 19,467 0.01% 0.02% 94 -5,168 -2.32% Q4 2025 Feb 17, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Reduced 217,611 19,461 10.46% 10.83% 95 -1,189 -0.54% Q4 2025 Jan 28, 2026
MOR Wealth Management, LLC History New 211,870 18,947 8.66% — 96 +211,870 New Q4 2025 Jan 15, 2026
Smartleaf Asset Management LLC History Added to 207,234 18,661 0.71% 0.93% 97 +36,817 21.6% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 197,760 17,685 1.32% 1.11% 98 +3,109 1.6% Q4 2025 Feb 17, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 197,401 17,653 1.22% 1.25% 99 +10,923 5.86% Q4 2025 Feb 02, 2026
EAGLE WEALTH STRATEGIES LLC History Reduced 196,512 17,574 8.18% 8.88% 100 -4,190 -2.09% Q4 2025 Jan 06, 2026
CRA Financial Services, LLC History Added to 193,134 17,272 2.26% 2.23% 101 +10,262 5.61% Q4 2025 Jan 16, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 193,030 17,264 14.47% 14.1% 102 -694 -0.36% Q4 2025 Jan 20, 2026
Curi Capital, LLC History Reduced 192,709 17,234 0.3% 0.32% 103 -5,939 -2.99% Q4 2025 Feb 17, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 192,241 17,192 6.06% 6.12% 104 -1,255 -0.65% Q4 2025 Jan 21, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 190,551 17,040 1.44% 1.41% 105 +5,175 2.79% Q4 2025 Jan 15, 2026
Heck Capital Advisors, LLC History Reduced 186,294 16,660 1.24% 1.37% 106 -12,135 -6.12% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 182,150 16,290 0.31% 0.32% 107 +256 0.14% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 179,839 16,146 0.53% 0.56% 108 -4,267 -2.32% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 175,790 15,720 0.55% 0.55% 109 +875 0.5% Q4 2025 Jan 12, 2026
Insight Advisors, LLC/ PA History Reduced 174,485 15,604 2.36% 2.41% 110 -2,698 -1.52% Q4 2025 Feb 11, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 173,373 15,504 6.53% 6.46% 111 +5,588 3.33% Q4 2025 Jan 14, 2026
Solano Wealth Investment Advisors LLC History Reduced 162,259 14,510 7.19% 6.97% 112 -189 -0.12% Q4 2025 Feb 12, 2026
Lauer Wealth, LLC History Reduced 157,379 14,258 10.59% 10.18% 113 -3,376 -2.1% Q4 2025 Jan 12, 2026
TopTier Wealth Management, LLC History New 151,713 13,567 9.21% — 114 +151,713 New Q4 2025 Feb 12, 2026
CGN Advisors LLC History Reduced 144,875 12,956 1.03% 1.12% 115 -8,582 -5.59% Q4 2025 Jan 05, 2026
Oxinas Partners, LLC History Added to 142,420 12,736 6.13% 6.67% 116 +2,490 1.78% Q4 2025 Jan 26, 2026
Williams Financial, LLC History New 140,193 12,537 7.25% — 117 +140,193 New Q4 2025 Feb 02, 2026
United Advisor Group, LLC History Added to 138,241 12,362 1.54% 1.59% 118 +5,500 4.14% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 134,539 12,031 1.07% 1.06% 119 +1,976 1.49% Q4 2025 Feb 26, 2026
IFG Advisory, LLC History Added to 134,239 12,004 0.52% 0.53% 120 +3,241 2.47% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Reduced 133,449 11,934 0.13% 0.2% 121 -61,210 -31.44% Q4 2025 Jan 20, 2026
Gaddis Premier Wealth Advisors LLC History New 131,814 11,788 8.95% — 122 +131,814 New Q4 2025 Feb 11, 2026
CERTUITY, LLC History Reduced 129,972 11,623 0.73% 0.85% 123 -8,613 -6.21% Q4 2025 Jan 30, 2026
Avidian Wealth Enterprises, LLC History Added to 128,319 11,475 0.42% 0.43% 124 +1,447 1.14% Q4 2025 Feb 02, 2026
VestGen Advisors, LLC History Reduced 124,693 11,151 0.47% 1.13% 125 -258,084 -67.42% Q4 2025 Feb 17, 2026
IAG Wealth Partners, LLC History Added to 124,460 11,130 1.29% 1.22% 126 +9,851 8.6% Q4 2025 Feb 10, 2026
Three Magnolias Financial Advisors, LLC History Reduced 124,199 11,107 6.9% 7.01% 127 -2,346 -1.85% Q4 2025 Jan 20, 2026
Eaton Financial Holdings Company, LLC History Reduced 123,572 11,051 2.97% 3.2% 128 -4,241 -3.32% Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History Added to 123,047 11,004 1.16% 1.17% 129 +3,766 3.16% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 122,527 10,957 0.18% 0.19% 130 +15,576 14.56% Q4 2025 Mar 12, 2026
Wealthspire Advisors, LLC History Reduced 122,241 10,932 0.09% 0.06% 131 -960 -0.78% Q4 2025 Feb 13, 2026
Journey Advisory Group, LLC History Reduced 120,055 10,736 0.9% 0.8% 132 -1,393 -1.15% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Added to 119,239 10,663 0.21% 0.22% 133 +1,973 1.68% Q4 2025 Jan 14, 2026
Retirement Planning Group, LLC History Reduced 116,319 10,402 0.34% 0.37% 134 -2,533 -2.13% Q4 2025 Feb 03, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 115,811 10,356 6.84% 6.6% 135 -145 -0.13% Q4 2025 Feb 10, 2026
Family Capital Management, Inc. History Reduced 115,256 10,307 4.58% 5.18% 136 -6,596 -5.41% Q4 2025 Jan 27, 2026
Darrow Company, Inc. History Added to 115,166 10,299 4.63% 4.74% 137 +533 0.46% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 114,583 10,247 0.48% 0.44% 138 +1,244 1.1% Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Reduced 112,047 10,020 0.06% 0.07% 139 -8,245 -6.85% Q4 2025 Feb 03, 2026
Capital Planning Advisors, LLC History Added to 111,903 10,007 1.34% 1.34% 140 +2,109 1.92% Q4 2025 Feb 17, 2026
Avant Capital LLC History Added to 111,605 9,980 6.85% 6.5% 141 +7,669 7.38% Q4 2025 Feb 13, 2026
MBA Advisors LLC History Added to 111,540 9,975 4.02% 4.15% 142 +2,383 2.18% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 105,593 9,443 0.06% 0.05% 143 +26,137 32.89% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 104,992 9,389 0.22% 0.21% 144 +5,799 5.85% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 103,759 9,279 0.07% 0.06% 145 +25,834 33.15% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Reduced 103,704 9,274 0.23% 0.24% 146 -1,813 -1.72% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 102,479 9,164 0.12% 0.12% 147 +12,827 14.31% Q4 2025 Feb 10, 2026
Rothschild Wealth LLC History New 101,920 9,114 0.88% — 148 +101,920 New Q4 2025 Feb 17, 2026
SEVEN MILE ADVISORY History Added to 101,043 9,036 1.55% 1.39% 149 +3,981 4.1% Q4 2025 Feb 13, 2026
WIN ADVISORS, INC History New 99,859 8,930 3.79% — 150 +99,859 New Q4 2025 Feb 04, 2026
Fiduciary Group, LLC History Added to 97,071 8,681 0.73% 0.72% 151 +5,370 5.86% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Reduced 97,038 8,678 0.39% 0.43% 152 -794 -0.81% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 96,561 8,635 0.03% 0.03% 153 -3,099 -3.11% Q4 2025 Feb 06, 2026
Founders Financial Alliance, LLC History Added to 93,094 8,325 1.57% 1.47% 154 +5,414 6.17% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 91,758 8,205 0.09% 0.0% 155 +90,075 5352.05% Q4 2025 Jan 23, 2026
Gateway Wealth Partners, LLC History Added to 90,259 8,071 0.9% 0.87% 156 +17,509 24.07% Q4 2025 Feb 11, 2026
Nvest Wealth Strategies, Inc. History New 89,487 8,002 5.87% — 157 +89,487 New Q4 2025 Jan 28, 2026
Baird Financial Group, Inc. History Added to 89,342 7,989 0.01% 0.01% 158 +4,088 4.8% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 86,069 7,697 0.04% 0.05% 159 +4,974 6.13% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History Reduced 85,290 7,627 0.47% 0.47% 160 -1,825 -2.09% Q4 2025 Jan 21, 2026
Gray Private Wealth, LLC History Added to 84,880 7,590 3.71% 3.72% 161 +1,899 2.29% Q4 2025 Feb 04, 2026
Prospera Financial Services Inc History Reduced 84,452 7,555 0.12% 0.13% 162 -707 -0.83% Q4 2025 Feb 09, 2026
PMG Wealth Management, Inc. History Added to 84,208 7,530 5.52% 5.36% 163 +4,897 6.17% Q4 2025 Jan 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 83,048 7,427 0.75% 0.76% 164 +1,416 1.73% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History Added to 81,940 7,327 0.15% 0.12% 165 +12,220 17.53% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History Added to 80,848 7,230 0.09% 0.09% 166 +5,028 6.63% Q4 2025 Jan 23, 2026
Riverbend Wealth Management, LLC History Added to 80,847 7,230 4.49% 4.78% 167 +3,822 4.96% Q4 2025 Jan 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 80,564 7,204 2.09% 2.15% 168 +7,112 9.68% Q4 2025 Feb 11, 2026
Premier Private Wealth Management LLC History New 76,507 7,044 7.3% — 169 +76,507 New Q4 2025 Feb 11, 2026
Berkeley, Inc History Reduced 77,195 6,903 2.2% 2.44% 170 -7,991 -9.38% Q4 2025 Jan 26, 2026
Latko Wealth Management, Ltd. History Added to 77,047 6,890 3.37% 1.55% 171 +42,594 123.63% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Reduced 79,594 6,849 0.01% 0.01% 172 -4,444 -5.29% Q4 2025 Mar 09, 2026
Waverly Advisors, LLC History Added to 74,574 6,669 0.05% 0.07% 173 +262 0.35% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 74,172 6,633 0.01% 0.01% 174 +2,855 4.0% Q4 2025 Feb 13, 2026
White Pine Investment CO History Added to 71,846 6,425 1.51% 1.51% 175 +298 0.42% Q4 2025 Jan 28, 2026
Axis Wealth Partners, LLC History Added to 71,842 6,424 3.55% 3.69% 176 +903 1.27% Q4 2025 Jan 30, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 68,605 6,135 0.3% 0.36% 177 +2,291 3.45% Q4 2025 Jan 28, 2026
FFG RETIREMENT ADVISORS LLC History Added to 68,317 6,109 3.79% 3.77% 178 +4 0.01% Q4 2025 Jan 12, 2026
Kraft, Davis & Associates, LLC History Reduced 65,189 5,942 1.33% 2.37% 179 -43,932 -40.26% Q4 2025 Jan 14, 2026
Capital Investment Advisory Services, LLC History Added to 66,279 5,927 0.42% 0.42% 180 +7,182 12.15% Q4 2025 Jan 21, 2026
Focus Partners Advisor Solutions, LLC History Reduced 65,015 5,814 0.07% 0.12% 181 -53,747 -45.26% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Added to 63,308 5,661 0.08% 0.07% 182 +2,319 3.8% Q4 2025 Feb 02, 2026
Melone Private Wealth, LLC History Reduced 62,912 5,626 2.39% 5.44% 183 -72,124 -53.41% Q4 2025 Jan 07, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 62,813 5,617 0.82% — 184 +62,813 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 62,632 5,601 0.08% 0.08% 185 +1,218 1.98% Q4 2025 Feb 17, 2026
Evernest Financial Advisors, LLC History Reduced 59,444 5,558 1.16% 1.57% 186 -3,683 -5.83% Q4 2025 Feb 13, 2026
Thomasville National Bank History Added to 60,929 5,448 0.34% 0.33% 187 +2,414 4.13% Q4 2025 Jan 26, 2026
Hobbs Group Advisors, LLC History Reduced 60,769 5,434 1.64% 1.85% 188 -6,037 -9.04% Q4 2025 Jan 28, 2026
J.W. COLE ADVISORS, INC. History Added to 60,573 5,395 0.13% 0.1% 189 +381 0.63% Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 59,260 5,299 0.58% 2.62% 190 -199,172 -77.07% Q4 2025 Feb 18, 2026
NBC SECURITIES, INC. History Reduced 58,672 5,247 0.39% 0.43% 191 -4,151 -6.61% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Reduced 58,109 5,196 0.24% 0.26% 192 -2,639 -4.34% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 57,085 5,153 0.52% 0.52% 193 +1,396 2.51% Q4 2025 Jan 12, 2026
PARK AVENUE SECURITIES LLC History Added to 57,546 5,146 0.04% 0.04% 194 +2,800 5.11% Q4 2025 Jan 05, 2026
GLENMEDE TRUST CO NA History New 57,493 5,141 0.02% — 195 +57,493 New Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Reduced 56,905 5,089 1.22% 1.31% 196 -1,364 -2.34% Q4 2025 Jan 08, 2026
FMR LLC History Added to 56,662 5,067 0.0% 0.0% 197 +5,485 10.72% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 55,603 4,972 0.17% 0.18% 199 -4,239 -7.08% Q4 2025 Feb 09, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 55,603 4,972 1.13% 1.21% 198 -440 -0.79% Q4 2025 Jan 26, 2026
Winter & Associates, Inc. History New 54,413 4,866 4.5% — 200 +54,413 New Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Added to 53,585 4,792 1.08% 0.96% 201 +6,203 13.09% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Added to 53,554 4,789 0.15% 0.13% 202 +4,777 9.79% Q4 2025 Jan 09, 2026
JT Stratford LLC History Reduced 52,172 4,665 0.6% 0.63% 203 -890 -1.68% Q4 2025 Feb 12, 2026
Catalina Capital Group, LLC History Reduced 52,120 4,661 2.83% 3.09% 204 -4,740 -8.34% Q4 2025 Jan 16, 2026
Burns Matteson Capital Management, LLC History Added to 51,915 4,642 1.63% 1.8% 205 +599 1.17% Q4 2025 Jan 15, 2026
CHOREO, LLC History Reduced 51,318 4,621 0.06% 0.06% 206 -2,298 -4.29% Q4 2025 Jan 23, 2026
Aries Wealth Management History Reduced 50,445 4,511 1.0% 1.08% 207 -941 -1.83% Q4 2025 Jan 30, 2026
CRUX WEALTH ADVISORS History Reduced 50,143 4,484 1.67% 1.94% 208 -4,953 -8.99% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Added to 50,011 4,472 0.0% 0.0% 209 +27,751 124.67% Q4 2025 Feb 17, 2026
Meridian Financial Advisors, LLC History Added to 49,228 4,402 2.4% 2.2% 210 +5,271 11.99% Q4 2025 Jan 23, 2026
GOLDMAN SACHS GROUP INC History Reduced 49,025 4,384 0.0% 0.0% 211 -123,059 -71.51% Q4 2025 Mar 25, 2026
Sarver Vrooman Wealth Advisors History Added to 48,806 4,364 2.49% 2.38% 212 +7,170 17.22% Q4 2025 Feb 10, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 48,618 4,347 1.68% 1.94% 213 -2,602 -5.08% Q4 2025 Feb 04, 2026
Citizens National Bank Trust Department History Reduced 48,575 4,344 0.75% 0.78% 214 -368 -0.75% Q4 2025 Jan 30, 2026
Clear Creek Financial Management, LLC History Added to 46,853 4,190 0.34% 0.33% 215 +4,656 11.03% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 46,183 4,130 0.24% 0.27% 216 +2,216 5.04% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 46,164 4,128 0.06% 0.07% 217 +2,899 6.7% Q4 2025 Feb 06, 2026
Perigon Wealth Management, LLC History Added to 44,915 4,016 0.07% 0.08% 218 +482 1.08% Q4 2025 Jan 16, 2026
Waterway Wealth Management, LLC History Reduced 44,881 4,013 0.91% 0.98% 219 -1,396 -3.02% Q4 2025 Feb 17, 2026
Vines Capital Management, LLC History New 44,251 3,957 3.86% — 220 +44,251 New Q4 2025 Feb 17, 2026
Osbon Capital Management LLC History New 43,850 3,921 3.67% — 221 +43,850 New Q4 2025 Mar 16, 2026
Lantz Financial LLC History Reduced 43,426 3,883 0.82% 0.86% 222 -106 -0.24% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Added to 43,213 3,864 0.06% 0.06% 223 +367 0.86% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 43,180 3,860 0.05% 0.05% 224 +90 0.21% Q4 2025 Feb 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 43,063 3,851 0.0% 0.0% 225 +16,966 65.01% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 42,578 3,843 0.13% 0.14% 227 +2 0.0% Q4 2025 Jan 08, 2026
Haverford Trust Co History No change 42,980 3,843 0.03% 0.03% 226 0 0.0% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 42,599 3,809 0.0% 0.0% 228 +23 0.05% Q4 2025 Feb 13, 2026
Wingate Wealth Advisors, Inc. History Reduced 42,148 3,769 2.1% 2.62% 229 -438 -1.03% Q4 2025 Jan 28, 2026
Aptus Capital Advisors, LLC History Added to 41,976 3,753 0.03% 0.01% 230 +32,128 326.24% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History No change 41,741 3,732 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 11, 2026
HBW ADVISORY SERVICES LLC History Reduced 41,424 3,704 0.4% 0.42% 232 -96 -0.23% Q4 2025 Jan 23, 2026
Powers Advisory Group, LLC History Added to 40,476 3,619 1.36% 1.26% 233 +4,910 13.81% Q4 2025 Jan 22, 2026
Lansing Street Advisors History Reduced 40,456 3,617 0.92% 1.08% 234 -5,169 -11.33% Q4 2025 Jan 26, 2026
RFG Advisory, LLC History Reduced 40,411 3,613 0.07% 0.08% 235 -4,642 -10.3% Q4 2025 Feb 03, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 39,845 3,563 1.75% 1.66% 236 +1,414 3.68% Q4 2025 Feb 17, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 39,593 3,540 3.07% 3.6% 237 -9,582 -19.49% Q4 2025 Feb 05, 2026
Investment Advisory Services Group LLC History New 39,204 3,506 3.11% — 238 +39,204 New Q4 2025 Feb 04, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 38,998 3,487 1.66% 2.17% 239 -8,515 -17.92% Q4 2025 Jan 29, 2026
GTS SECURITIES LLC History Reduced 38,172 3,413 0.12% 0.17% 240 -11,481 -23.12% Q4 2025 Feb 13, 2026
Meridian Financial Partners LLC History Reduced 37,600 3,403 1.35% 1.43% 241 -897 -2.33% Q4 2025 Feb 05, 2026
Harvest Investment Services, LLC History Added to 37,466 3,350 0.63% 0.64% 242 +1,437 3.99% Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History Added to 37,220 3,328 1.0% 0.71% 243 +12,494 50.53% Q4 2025 Feb 11, 2026
Archer Investment Management, LLC History Reduced 36,592 3,272 1.76% 3.29% 244 -23,636 -39.24% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 38,612 3,263 0.0% 0.0% 245 +12,711 49.08% Q4 2025 Feb 18, 2026
Banco de Sabadell, S.A History New 33,801 3,019 1.97% — 246 +33,801 New Q4 2025 Feb 09, 2026
Asset One Wealth Management LLC History New 32,034 2,949 0.4% — 247 +32,034 New Q4 2025 Feb 17, 2026
Nikulski Financial, Inc. History Reduced 32,379 2,895 0.69% 1.03% 248 -13,541 -29.49% Q4 2025 Jan 15, 2026
EP Wealth Advisors, LLC History New 31,726 2,837 0.01% — 249 +31,726 New Q4 2025 Feb 18, 2026
NORTHERN TRUST CORP History Added to 31,464 2,813 0.0% 0.0% 250 +9,005 40.1% Q4 2025 Feb 17, 2026
Herold Advisors, Inc. History Reduced 31,462 2,813 0.63% 0.67% 251 -1,230 -3.76% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 30,863 2,760 0.22% 0.24% 252 -226 -0.73% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 30,691 2,744 0.05% 0.06% 253 -4,122 -11.84% Q4 2025 Jan 22, 2026
Triad Wealth Partners, LLC History Added to 30,673 2,743 0.26% 0.3% 254 +4,757 18.36% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 30,550 2,732 0.14% 0.17% 255 -843 -2.69% Q4 2025 Jan 26, 2026
Regal Investment Advisors LLC History Reduced 30,512 2,728 0.16% 0.37% 256 -34,022 -52.72% Q4 2025 Feb 17, 2026
Centerpoint Advisory Group History Reduced 30,386 2,717 2.09% 2.13% 257 -385 -1.25% Q4 2025 Feb 03, 2026
Qube Research & Technologies Ltd History Reduced 29,531 2,640 0.0% 0.01% 258 -34,065 -53.56% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History New 29,371 2,626 0.0% — 259 +29,371 New Q4 2025 Feb 13, 2026
Stonebridge Financial Group, LLC History Added to 29,314 2,621 0.22% 0.23% 260 +132 0.45% Q4 2025 Jan 21, 2026
Etesian Wealth Advisors, Inc. History Reduced 29,203 2,611 0.82% 0.87% 261 -339 -1.15% Q4 2025 Feb 11, 2026
GLOBALT Investments LLC / GA History Reduced 28,573 2,555 0.09% 0.09% 262 -573 -1.97% Q4 2025 Feb 06, 2026
Legacy Wealth Managment, LLC/ID History Added to 28,563 2,554 1.22% 0.71% 263 +10,967 62.33% Q4 2025 Feb 03, 2026
Oxbow Advisors, LLC History New 28,481 2,547 0.22% — 264 +28,481 New Q4 2025 Feb 04, 2026
TUDOR INVESTMENT CORP ET AL History New 28,381 2,538 0.0% — 265 +28,381 New Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 28,287 2,529 0.15% 0.16% 266 -852 -2.92% Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 28,277 2,528 0.34% — 267 +28,277 New Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 28,184 2,520 0.01% 0.01% 268 -453 -1.58% Q4 2025 Jan 30, 2026
Sound Portfolio Advisors, LLC History New 28,178 2,519 2.12% — 269 +28,178 New Q4 2025 Feb 05, 2026
Southland Equity Partners LLC History Reduced 28,130 2,515 0.5% 0.52% 270 -517 -1.8% Q4 2025 Jan 14, 2026
SBI Securities Co., Ltd. History Reduced 28,048 2,508 0.06% 0.07% 271 -2,656 -8.65% Q4 2025 Feb 03, 2026
Symphony Financial Services, Inc. History Added to 27,982 2,502 1.28% 1.3% 272 +724 2.66% Q4 2025 Feb 12, 2026
Comprehensive Financial Planning, Inc./PA History Added to 27,838 2,489 1.65% 1.65% 273 +747 2.76% Q4 2025 Feb 11, 2026
Golden State Equity Partners History Reduced 27,776 2,483 0.4% 1.31% 274 -59,770 -68.27% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 27,547 2,463 0.0% 0.0% 275 +13,557 96.9% Q4 2025 Feb 17, 2026
Fragasso Financial Advisors Inc History Added to 27,149 2,427 0.15% 0.15% 276 +959 3.66% Q4 2025 Jan 07, 2026
Cresset Asset Management, LLC History Added to 27,053 2,419 0.01% 0.01% 277 +645 2.44% Q4 2025 Feb 17, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 26,710 2,388 0.37% 0.4% 278 -1,388 -4.94% Q4 2025 Jan 12, 2026
WealthPoint Financial, LLC History New 26,473 2,367 2.06% — 279 +26,473 New Q4 2025 Feb 19, 2026
Cascade Financial Partners, LLC History Reduced 26,056 2,330 0.24% 0.28% 280 -1,458 -5.3% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Added to 25,773 2,304 0.77% 0.78% 281 +11 0.04% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 25,759 2,303 0.04% 0.05% 282 +2,139 9.06% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 25,299 2,262 0.01% 0.01% 283 +253 1.01% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 24,824 2,220 0.14% 0.16% 284 -3,040 -10.91% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 24,694 2,208 0.0% 0.01% 285 +864 3.63% Q4 2025 Feb 17, 2026
OakTrust Wealth Advisors, LLC History New 24,230 2,166 2.0% — 286 +24,230 New Q4 2025 Feb 27, 2026
Vise Technologies, Inc. History Added to 23,966 2,143 0.04% 0.06% 287 +6,188 34.81% Q4 2025 Feb 11, 2026
Almanack Investment Partners, LLC. History No change 23,954 2,142 0.36% 0.33% 288 0 0.0% Q4 2025 Jan 29, 2026
Tempus Wealth Planning, LLC History Reduced 23,853 2,133 0.49% 0.5% 289 -629 -2.57% Q4 2025 Jan 16, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 23,845 2,132 0.77% 0.81% 290 -210 -0.87% Q4 2025 Jan 13, 2026
Arkadios Wealth Advisors History Reduced 23,609 2,111 0.04% 0.05% 291 -172 -0.72% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 23,531 2,104 0.05% 0.05% 292 -180 -0.76% Q4 2025 Jan 28, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 23,167 2,071 0.04% 0.01% 293 +18,948 449.11% Q4 2025 Feb 05, 2026
Mesirow Financial Investment Management, Inc. History Reduced 23,137 2,069 0.04% 0.04% 294 -462 -1.96% Q4 2025 Feb 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 23,108 2,066 0.04% 0.04% 295 +827 3.71% Q4 2025 Feb 09, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 23,015 2,058 0.72% 0.71% 296 -1,643 -6.66% Q4 2025 Jan 30, 2026
Lifestyle Asset Management, Inc. History Reduced 22,607 2,021 0.66% 0.74% 297 -1,839 -7.52% Q4 2025 Feb 11, 2026
Astoria Portfolio Advisors LLC. History Reduced 21,745 2,014 0.46% 0.75% 298 -10,429 -32.41% Q4 2025 Feb 24, 2026
Talisman Wealth Advisors LLC History Added to 22,149 1,983 1.54% 1.63% 299 +17 0.08% Q4 2025 Feb 20, 2026
Bravias Capital Group, LLC History Added to 22,165 1,982 1.2% 1.31% 300 +124 0.56% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Added to 21,818 1,951 0.01% 0.01% 301 +12 0.06% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 21,804 1,950 0.14% — 302 +21,804 New Q4 2025 Feb 11, 2026
PFG Advisors History Added to 21,791 1,948 0.09% 0.08% 303 +483 2.27% Q4 2025 Jan 27, 2026
Narwhal Capital Management History No change 21,779 1,947 0.14% 0.14% 304 0 0.0% Q4 2025 Jan 30, 2026
BENJAMIN EDWARDS INC History Reduced 21,717 1,942 0.02% 0.02% 305 -829 -3.68% Q4 2025 Feb 02, 2026
Summit Investment Advisory Services, LLC History Reduced 21,715 1,941 0.73% 0.81% 306 -1,020 -4.49% Q4 2025 Feb 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 21,704 1,940 0.04% 0.04% 307 +3,590 19.82% Q4 2025 Feb 05, 2026
Sherman Wealth Management LLC History New 21,251 1,900 1.65% — 308 +21,251 New Q4 2025 Jan 15, 2026
Chicago Partners Investment Group LLC History Reduced 20,847 1,895 0.05% 0.05% 309 -967 -4.43% Q4 2025 Jan 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 21,164 1,892 0.32% — 310 +21,164 New Q4 2025 Feb 12, 2026
Bulltick Wealth Management, LLC History Added to 20,946 1,873 0.4% 0.44% 311 +223 1.08% Q4 2025 Feb 17, 2026
AVALON CAPITAL MANAGEMENT History Reduced 20,883 1,867 0.45% 0.46% 312 -437 -2.05% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 20,744 1,855 0.05% 0.05% 313 +1,067 5.42% Q4 2025 Jan 29, 2026
Vivid Wealth Management, LLC History Added to 20,452 1,829 0.71% 0.66% 314 +1,779 9.53% Q4 2025 Jan 30, 2026
Strategic Financial Concepts, LLC History New 20,431 1,827 1.67% — 315 +20,431 New Q4 2025 Feb 09, 2026
Verum Partners LLC History Reduced 20,424 1,826 0.37% 0.39% 316 -61 -0.3% Q4 2025 Jan 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 20,415 1,825 0.06% 0.07% 317 +76 0.37% Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History No change 20,251 1,811 0.26% 0.26% 318 0 0.0% Q4 2025 Jan 14, 2026
FLOW TRADERS U.S. LLC History Reduced 19,786 1,769 0.06% 0.45% 319 -105,100 -84.16% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 19,475 1,741 0.0% 0.0% 320 +1,378 7.61% Q4 2025 Jan 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 19,369 1,732 0.94% 1.09% 321 -2,528 -11.54% Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History Added to 19,247 1,724 0.55% 0.57% 322 +1,221 6.77% Q4 2025 Feb 10, 2026
GUIDANCE CAPITAL, INC History Added to 18,950 1,720 0.42% 0.43% 323 +482 2.61% Q4 2025 Jan 23, 2026
AE Wealth Management LLC History Added to 19,086 1,706 0.01% 0.01% 324 +2,006 11.74% Q4 2025 Jan 26, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 18,684 1,670 0.76% 0.6% 325 -648 -3.35% Q4 2025 Jan 23, 2026
RMR Wealth Builders History Reduced 18,642 1,667 0.13% 0.14% 326 -489 -2.56% Q4 2025 Jan 29, 2026
AssuredPartners Investment Advisors, LLC History New 18,597 1,663 0.25% — 327 +18,597 New Q4 2025 Feb 03, 2026
GGM Financials LLC History Reduced 18,560 1,659 0.81% 0.84% 328 -56 -0.3% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Added to 18,151 1,623 0.04% 0.04% 329 +418 2.36% Q4 2025 Jan 30, 2026
Vermillion & White Wealth Management Group, LLC History Added to 18,004 1,610 0.88% 0.91% 330 +2 0.01% Q4 2025 Feb 18, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 17,688 1,581 0.08% 0.08% 331 -161 -0.9% Q4 2025 Feb 04, 2026
Brookstone Capital Management History Added to 17,564 1,570 0.02% 0.01% 332 +7,229 69.95% Q4 2025 Jan 15, 2026
Pallas Capital Advisors LLC History Reduced 17,539 1,568 0.05% 0.06% 333 -22 -0.13% Q4 2025 Jan 14, 2026
Interchange Capital Partners, LLC History Reduced 17,496 1,564 0.29% 0.31% 334 -352 -1.97% Q4 2025 Jan 30, 2026
Parkside Financial Bank & Trust History No change 17,423 1,558 0.12% 0.12% 335 0 0.0% Q4 2025 Feb 13, 2026
ATX Financial Planning, LLC History New 17,256 1,543 1.19% — 336 +17,256 New Q4 2025 Feb 19, 2026
Ridge Creek Global, Inc History New 16,960 1,516 1.27% — 337 +16,960 New Q4 2025 Feb 13, 2026
NewSquare Capital LLC History Added to 16,881 1,509 0.13% 0.09% 338 +1,625 10.65% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Reduced 16,862 1,507 0.33% 0.34% 339 -470 -2.71% Q4 2025 Jan 20, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 16,806 1,503 1.03% 1.03% 340 +506 3.1% Q4 2025 Feb 13, 2026
Ruggaard & Associates LLC History Added to 16,772 1,499 0.59% 0.53% 341 +947 5.98% Q4 2025 Feb 20, 2026
FIRST NATIONAL BANK OF OMAHA History New 16,557 1,490 0.04% — 342 +16,557 New Q4 2025 Feb 13, 2026
WealthBridge Capital Management, LLC History Reduced 16,588 1,483 0.34% 0.35% 343 -18 -0.11% Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History Added to 16,570 1,481 0.05% 0.05% 344 +369 2.28% Q4 2025 Jan 13, 2026
PRIVATE TRUST CO NA History Added to 16,394 1,466 0.13% 0.12% 345 +735 4.69% Q4 2025 Jan 26, 2026
Blackhawk Capital Partners, LLC History Added to 16,239 1,452 0.55% 0.51% 346 +1,442 9.75% Q4 2025 Feb 04, 2026
Beacon Pointe Advisors, LLC History Reduced 15,931 1,424 0.01% 0.01% 347 -2,735 -14.65% Q4 2025 Feb 18, 2026
Stonebridge Wealth Management, LLC History Reduced 15,839 1,416 1.34% 1.34% 348 -1,772 -10.06% Q4 2025 Jan 07, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 15,795 1,412 0.43% 0.42% 349 +677 4.48% Q4 2025 Jan 29, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 15,560 1,391 0.49% 0.52% 350 -401 -2.51% Q4 2025 Feb 13, 2026
Elevation Capital Advisory, LLC History Reduced 15,426 1,379 0.56% 1.71% 351 -32,839 -68.04% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History New 15,332 1,371 0.01% — 352 +15,332 New Q4 2025 Jan 27, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 15,173 1,356 0.41% 0.42% 353 +20 0.13% Q4 2025 Jan 12, 2026
Capital Group Private Client Services, Inc. History No change 15,138 1,353 0.02% 0.02% 354 0 0.0% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 14,359 1,308 0.11% 0.13% 355 -2,051 -12.5% Q4 2025 Jan 20, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 14,477 1,294 0.16% 0.16% 356 -473 -3.16% Q4 2025 Feb 13, 2026
RKL Wealth Management LLC History No change 14,400 1,287 0.11% 0.11% 357 0 0.0% Q4 2025 Feb 12, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 14,199 1,269 0.21% — 358 +14,199 New Q4 2025 Feb 18, 2026
Quartz Partners, LLC History Added to 14,187 1,268 0.47% 0.45% 359 +311 2.24% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 13,910 1,243 0.0% 0.0% 360 +352 2.6% Q4 2025 Feb 12, 2026
TCV Trust & Wealth Management, Inc. History No change 13,884 1,241 0.1% 0.1% 361 0 0.0% Q4 2025 Jan 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 13,653 1,221 0.02% 0.01% 362 +2,338 20.66% Q4 2025 Jan 30, 2026
Well Done, LLC History Reduced 13,447 1,202 0.18% 0.21% 363 -464 -3.34% Q4 2025 Jan 13, 2026
Smithfield Trust Co History Added to 13,388 1,197 0.05% 0.05% 364 +468 3.62% Q4 2025 Feb 09, 2026
KPP Advisory Services LLC History Reduced 13,366 1,195 0.17% 0.83% 366 -49,340 -78.68% Q4 2025 Feb 02, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 13,371 1,195 0.13% 0.14% 365 -159 -1.18% Q4 2025 Jan 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 13,350 1,193 0.09% 0.08% 367 +3,224 31.84% Q4 2025 Jan 28, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 13,291 1,188 0.26% 0.31% 368 -899 -6.34% Q4 2025 Jan 09, 2026
Ted Buchan & Co History Added to 13,276 1,187 0.44% 0.44% 369 +595 4.69% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History New 13,228 1,183 0.0% — 370 +13,228 New Q4 2025 Feb 10, 2026
THRYVE WEALTH MANAGEMENT LLC History New 13,204 1,180 0.58% — 372 +13,204 New Q4 2025 Feb 25, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 13,198 1,180 0.84% — 371 +13,198 New Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,102 1,171 0.01% 0.01% 373 -493 -3.63% Q4 2025 Feb 11, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 13,008 1,163 0.85% 0.84% 374 +203 1.59% Q4 2025 Feb 06, 2026
Bison Wealth, LLC History New 13,327 1,162 0.13% — 375 +13,327 New Q4 2025 Mar 24, 2026
Orion Porfolio Solutions, LLC History Reduced 12,930 1,156 0.01% 0.01% 376 -283 -2.14% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Reduced 12,923 1,155 0.03% 0.04% 377 -1,281 -9.02% Q4 2025 Feb 02, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 12,853 1,149 0.45% 4.3% 378 -157,057 -92.44% Q4 2025 Feb 11, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 12,780 1,142 0.68% 0.69% 379 +146 1.16% Q4 2025 Jan 12, 2026
Gryphon Financial Partners LLC History No change 12,647 1,131 0.12% 0.13% 380 0 0.0% Q4 2025 Jan 08, 2026
ORG Partners LLC History Reduced 12,421 1,110 0.2% 0.29% 381 -5,529 -30.8% Q4 2025 Jan 14, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 12,335 1,103 0.06% 0.25% 382 -33,479 -73.08% Q4 2025 Feb 04, 2026
FULTON BANK, N.A. History Reduced 12,245 1,095 0.04% 0.04% 383 -295 -2.35% Q4 2025 Jan 08, 2026
TD Waterhouse Canada Inc. History Added to 12,119 1,083 0.01% 0.0% 384 +6,534 116.99% Q4 2025 Jan 27, 2026
Strait & Sound Wealth Management LLC History Reduced 12,055 1,078 0.4% 0.43% 385 -509 -4.05% Q4 2025 Feb 04, 2026
Avantra Family Wealth, Inc. History Reduced 12,040 1,076 0.78% 0.8% 386 -45 -0.37% Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 11,981 1,071 0.02% 0.02% 387 +1,120 10.31% Q4 2025 Feb 19, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 11,720 1,042 0.28% 0.33% 388 -164 -1.38% Q4 2025 Feb 10, 2026
Glenview Trust Co History Added to 11,625 1,039 0.02% 0.02% 389 +64 0.55% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 11,544 1,032 0.0% 0.0% 390 +9,248 402.79% Q4 2025 Feb 12, 2026
Stratos Wealth Advisors, LLC History Added to 11,526 1,030 0.05% 0.05% 391 +167 1.47% Q4 2025 Jan 20, 2026
Gladstone Institutional Advisory LLC History Reduced 11,284 1,009 0.04% 0.04% 392 -177 -1.54% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 11,124 994 0.0% 0.0% 393 -1,458 -11.59% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History No change 11,100 992 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 03, 2026
Advance Capital Management, Inc. History Reduced 11,081 990 0.04% 0.04% 395 -506 -4.37% Q4 2025 Jan 06, 2026
Bulwark Capital Corp History Reduced 10,964 980 0.7% 0.93% 396 -2,432 -18.15% Q4 2025 Jan 12, 2026
Allie Family Office LLC History No change 10,900 974 0.45% 0.46% 397 0 0.0% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 10,840 969 0.08% 0.08% 398 +22 0.2% Q4 2025 Feb 04, 2026
CVA Family Office, LLC History Added to 10,597 947 0.11% 0.12% 399 +4 0.04% Q4 2025 Jan 12, 2026
Mayfair Advisory Group, LLC History Reduced 10,484 940 0.37% 0.41% 400 -328 -3.03% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 10,439 934 0.03% 0.03% 401 +818 8.5% Q4 2025 Feb 12, 2026
GREENWOOD GEARHART INC History Reduced 10,364 926 0.05% 0.06% 402 -1,125 -9.79% Q4 2025 Feb 04, 2026
Wharton Business Group, LLC History No change 10,345 925 0.04% 0.04% 403 0 0.0% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 10,342 924 0.0% 0.0% 404 +6,114 144.61% Q4 2025 Jan 30, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 10,322 923 0.03% 0.03% 405 +116 1.14% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 10,316 922 0.21% 0.24% 406 -1,114 -9.75% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History Added to 10,263 917 0.07% 0.08% 407 +2 0.02% Q4 2025 Feb 26, 2026
Raub Brock Capital Management LP History No change 10,227 914 0.2% 0.2% 408 0 0.0% Q4 2025 Jan 15, 2026
Noble Wealth Management PBC History Reduced 10,120 905 0.45% 0.5% 409 -515 -4.84% Q4 2025 Jan 05, 2026
Y-Intercept (Hong Kong) Ltd History New 10,017 895 0.02% — 410 +10,017 New Q4 2025 Feb 13, 2026
Atlas Private Wealth Advisors History Reduced 9,966 891 0.21% 0.22% 411 -66 -0.66% Q4 2025 Feb 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 9,949 889 0.05% 0.05% 412 +295 3.06% Q4 2025 Jan 13, 2026
Element Wealth, LLC History Added to 9,824 878 0.36% 0.28% 413 +2,519 34.48% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History No change 9,825 878 0.12% 0.12% 414 0 0.0% Q4 2025 Feb 12, 2026
Colorado Capital Management, Inc. History No change 9,768 874 0.33% 0.34% 415 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Added to 9,773 873 0.05% 0.04% 416 +1,980 25.41% Q4 2025 Feb 05, 2026
Impact Capital Partners LLC History Added to 9,697 867 0.26% 0.11% 418 +5,570 134.96% Q4 2025 Jan 07, 2026
Trust Point Inc. History No change 9,696 867 0.07% 0.07% 417 0 0.0% Q4 2025 Jan 13, 2026
UPTICK PARTNERS, LLC History Added to 9,682 865 0.18% 0.16% 419 +2,613 36.96% Q4 2025 Feb 02, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 9,670 864 0.01% 0.01% 420 -1,467 -13.17% Q4 2025 Feb 13, 2026
Gambit Capital Management, LLC History New 9,569 855 0.61% — 421 +9,569 New Q4 2025 Feb 06, 2026
Horizon Wealth Management, LLC History Reduced 9,272 829 0.13% 0.37% 423 -19,356 -67.61% Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 9,276 829 0.01% 0.01% 422 0 0.0% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 9,253 827 0.02% 0.02% 425 +513 5.87% Q4 2025 Feb 03, 2026
Milestones Private Investment Advisors LLC History Reduced 9,256 827 0.57% 0.59% 424 -495 -5.08% Q4 2025 Jan 26, 2026
OneAscent Financial Services LLC History New 9,229 825 0.08% — 426 +9,229 New Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Reduced 9,225 824 0.04% 0.04% 427 -74 -0.8% Q4 2025 Jan 27, 2026
Midwest Trust Co History Added to 9,187 821 0.01% 0.01% 428 +477 5.48% Q4 2025 Feb 04, 2026
CENTAURUS FINANCIAL, INC. History Added to 9,125 816 0.04% 0.04% 429 +348 3.96% Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Added to 9,086 812 0.05% 0.05% 430 +590 6.94% Q4 2025 Feb 18, 2026
Collaborative Wealth Managment Inc. History Reduced 8,921 797 0.28% 0.37% 431 -1,306 -12.77% Q4 2025 Feb 09, 2026
Key Client Fiduciary Advisors, LLC History Added to 8,855 791 0.27% 0.25% 432 +191 2.2% Q4 2025 Jan 28, 2026
TWO SIGMA SECURITIES, LLC History Reduced 8,825 789 0.11% 0.43% 433 -23,896 -73.03% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 8,767 784 0.01% 0.01% 434 +265 3.12% Q4 2025 Jan 26, 2026
FOCUSED ALPHA, LLC History New 8,715 779 0.23% — 435 +8,715 New Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Reduced 8,701 778 0.06% 0.07% 436 -1,148 -11.66% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Added to 8,631 772 0.09% 0.04% 437 +4,553 111.65% Q4 2025 Jan 21, 2026
ALLIANCEBERNSTEIN L.P. History No change 8,495 759 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 17, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 8,420 753 0.27% 0.28% 439 -39 -0.46% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 8,252 737 0.02% 0.01% 440 +1,096 15.32% Q4 2025 Feb 02, 2026
National Wealth Management Group, LLC History Added to 8,158 729 0.25% 0.27% 441 +163 2.04% Q4 2025 Jan 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 8,036 718 0.01% 0.01% 442 +575 7.71% Q4 2025 Jan 28, 2026
Krilogy Financial LLC History Reduced 7,794 712 0.02% 0.03% 443 -157 -1.97% Q4 2025 Jan 27, 2026
United Community Bank History Added to 7,899 706 0.27% 0.18% 444 +1,225 18.35% Q4 2025 Jan 30, 2026
Wealth Management Associates, Inc. History Added to 7,807 698 0.24% 0.25% 445 +7 0.09% Q4 2025 Jan 20, 2026
Allen Capital Group, LLC History Reduced 7,803 697 0.06% 0.07% 446 -3 -0.04% Q4 2025 Feb 09, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 7,790 696 0.57% 0.68% 447 0 0.0% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History No change 7,762 694 0.03% 0.03% 448 0 0.0% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 7,723 690 0.02% 0.02% 449 +1,534 24.79% Q4 2025 Feb 04, 2026
Koshinski Asset Management, Inc. History Reduced 7,653 684 0.04% 0.05% 450 -7 -0.09% Q4 2025 Feb 03, 2026
Thrive Wealth Management, LLC History Added to 7,618 681 0.1% 0.1% 451 +140 1.87% Q4 2025 Jan 12, 2026
Fisher Asset Management, LLC History New 7,547 674 0.0% — 452 +7,547 New Q4 2025 Feb 09, 2026
NWF Advisory Services Inc. History Added to 7,527 673 0.07% 0.07% 453 +126 1.7% Q4 2025 Mar 03, 2026
Redwood Family Wealth LLC History New 7,487 669 0.66% — 454 +7,487 New Q4 2025 Mar 06, 2026
Outlook Wealth Advisors, LLC History Reduced 7,419 663 0.15% 0.17% 455 -157 -2.07% Q4 2025 Feb 11, 2026
Kondo Wealth Advisors, Inc. History Reduced 7,394 661 0.25% 0.27% 456 -162 -2.14% Q4 2025 Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,378 659 0.0% — 457 +7,378 New Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 7,363 658 0.0% 0.0% 458 +977 15.3% Q4 2025 Feb 11, 2026
Savvy Advisors, Inc. History Added to 7,357 657 0.02% 0.03% 459 +72 0.99% Q4 2025 Jan 20, 2026
Kingdom Financial Group LLC. History New 7,134 638 0.2% — 460 +7,134 New Q4 2025 Feb 06, 2026
truNorth Financial Services, Inc. History New 7,088 633 0.69% — 461 +7,088 New Q4 2025 Feb 17, 2026
Biltmore Family Office, LLC History No change 7,050 630 0.09% 0.09% 462 0 0.0% Q4 2025 Feb 04, 2026
ROTHSCHILD INVESTMENT LLC History Added to 7,029 628 0.03% 0.03% 463 +191 2.79% Q4 2025 Feb 10, 2026
LRI Investments, LLC History Added to 7,016 627 0.05% 0.05% 465 +244 3.6% Q4 2025 Feb 04, 2026
Rehmann Capital Advisory Group History Added to 7,020 627 0.03% 0.03% 464 +11 0.16% Q4 2025 Mar 04, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 6,992 625 0.59% — 466 +6,992 New Q4 2025 Feb 05, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 6,935 620 0.03% 0.03% 467 +57 0.83% Q4 2025 Feb 10, 2026
XTX Topco Ltd History Added to 6,931 619 0.02% 0.02% 468 +2,998 76.23% Q4 2025 Feb 17, 2026
Montecito Bank & Trust History No change 6,921 618 0.1% 0.1% 469 0 0.0% Q4 2025 Jan 09, 2026
1ST SOURCE BANK History New 6,803 608 0.03% — 470 +6,803 New Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Added to 6,794 608 0.07% 0.04% 471 +2,800 70.11% Q4 2025 Feb 17, 2026
ROCKLAND TRUST CO History New 6,796 607 0.02% — 472 +6,796 New Q4 2025 Jan 15, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 6,758 604 0.07% 0.07% 473 -138 -2.0% Q4 2025 Jan 08, 2026
HBK Sorce Advisory LLC History No change 6,489 603 0.01% 0.01% 474 0 0.0% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 6,710 600 0.0% 0.0% 475 -79 -1.16% Q4 2025 Feb 02, 2026
NorthRock Partners, LLC History Reduced 6,675 597 0.01% 0.01% 476 -1,193 -15.16% Q4 2025 Feb 17, 2026
New World Advisors LLC History Added to 6,626 592 0.1% 0.11% 477 +60 0.91% Q4 2025 Feb 06, 2026
May Barnhard Investments LLC History Added to 6,530 584 0.28% 0.27% 478 +25 0.38% Q4 2025 Jan 28, 2026
Empirical Asset Management, LLC History Reduced 6,466 578 0.16% 0.2% 479 -1,794 -21.72% Q4 2025 Feb 06, 2026
Perennial Investment Advisors, LLC History Added to 6,431 575 0.05% 0.02% 480 +3,066 91.11% Q4 2025 Feb 17, 2026
Intellus Advisors LLC History No change 6,391 571 0.08% 0.08% 481 0 0.0% Q4 2025 Feb 06, 2026
CM WEALTH ADVISORS LLC History Added to 6,300 563 0.13% 0.11% 483 +1,578 33.42% Q4 2025 Jan 26, 2026
DELTEC ASSET MANAGEMENT LLC History No change 6,300 563 0.09% 0.09% 482 0 0.0% Q4 2025 Jan 29, 2026
GPS Wealth Strategies Group, LLC History Reduced 6,278 561 0.48% 2.78% 484 -289,344 -97.88% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 6,251 558 0.0% — 485 +6,251 New Q4 2025 Feb 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 6,159 554 0.04% 0.14% 486 -14,809 -70.63% Q4 2025 Jan 15, 2026
Alta Wealth Advisors LLC History Added to 6,196 554 0.19% 0.19% 487 +130 2.14% Q4 2025 Feb 03, 2026
Bank of New York Mellon Corp History Reduced 6,179 552 0.0% 0.0% 488 -400 -6.08% Q4 2025 Feb 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 6,159 550 0.01% 0.02% 489 -3 -0.05% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History New 6,107 546 0.08% — 490 +6,107 New Q4 2025 Feb 10, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 6,016 538 0.19% 0.15% 491 +1,704 39.52% Q4 2025 Feb 13, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 6,000 536 0.13% 0.12% 492 0 0.0% Q4 2025 Feb 18, 2026
Clearstead Advisors, LLC History Reduced 5,983 535 0.01% 0.01% 493 -210 -3.39% Q4 2025 Feb 09, 2026
StoneX Group Inc. History Added to 5,976 534 0.02% 0.02% 494 +24 0.4% Q4 2025 Feb 12, 2026
Expressive Wealth LLC History New 5,878 525 0.57% — 497 +5,878 New Q4 2025 Feb 09, 2026
Detalus Advisors, LLC History Added to 5,872 525 0.13% 0.13% 495 +83 1.43% Q4 2025 Feb 03, 2026
Apollon Financial, LLC History Reduced 5,871 525 0.08% 0.09% 496 -25 -0.42% Q4 2025 Jan 22, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 5,860 524 0.34% 0.31% 498 -558 -8.69% Q4 2025 Feb 09, 2026
Covenant Asset Management, LLC History Reduced 5,815 520 0.06% 0.06% 499 -13 -0.22% Q4 2025 Jan 30, 2026
Cordatus Wealth Management LLC History No change 5,822 520 0.12% 0.12% 500 0 0.0% Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History Reduced 5,789 517 0.0% 0.0% 501 -146 -2.46% Q4 2025 Feb 12, 2026
DAVENPORT & Co LLC History Added to 5,727 512 0.0% 0.0% 502 +841 17.21% Q4 2025 Jan 12, 2026
MWA Asset Management History Reduced 5,686 508 0.28% 0.29% 504 -135 -2.32% Q4 2025 Jan 29, 2026
VeraBank, N.A. History Reduced 5,687 508 0.09% 0.09% 503 -25 -0.44% Q4 2025 Feb 11, 2026
Capital Analysts, LLC History Reduced 5,641 505 0.02% 0.02% 505 -1,661 -22.75% Q4 2025 Feb 11, 2026
Future Financial Wealth Managment LLC History Added to 5,590 500 0.34% 0.31% 506 +1 0.02% Q4 2025 Jan 21, 2026
Fox Financial, Inc History Reduced 5,554 496 0.4% 0.39% 507 -11 -0.2% Q4 2025 Feb 09, 2026
Clark Asset Management, LLC History No change 5,523 493 0.05% 0.06% 508 0 0.0% Q4 2025 Jan 27, 2026
PDS Planning, Inc History No change 5,510 492 0.03% 0.03% 509 0 0.0% Q4 2025 Jan 26, 2026
Trilogy Capital Inc. History Reduced 5,465 488 0.02% 0.02% 510 -118 -2.11% Q4 2025 Jan 22, 2026
HANCOCK WHITNEY CORP History No change 5,416 484 0.01% 0.01% 511 0 0.0% Q4 2025 Feb 17, 2026
Leelyn Smith, LLC History No change 5,402 483 0.07% 0.07% 512 0 0.0% Q4 2025 Jan 28, 2026
TritonPoint Partners, LLC History New 5,319 475 0.25% — 513 +5,319 New Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Reduced 5,311 474 0.04% 0.05% 514 -217 -3.93% Q4 2025 Feb 13, 2026
Friday Financial History No change 5,300 473 0.17% 0.2% 515 0 0.0% Q4 2025 Jan 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 5,265 470 0.02% 0.03% 516 -300 -5.39% Q4 2025 Feb 17, 2026
Total Clarity Wealth Management, Inc. History Added to 5,234 468 0.11% 0.12% 517 +47 0.91% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History Reduced 5,162 461 0.02% 0.02% 519 -2,271 -30.55% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 5,165 461 0.14% 0.14% 518 +19 0.37% Q4 2025 Jan 30, 2026
Claro Advisors Inc. History Reduced 5,122 458 0.06% 0.15% 522 -6,193 -54.73% Q4 2025 Feb 17, 2026
Klingman & Associates, LLC History Reduced 5,129 458 0.02% 0.03% 521 -2,224 -30.25% Q4 2025 Jan 29, 2026
IRON Financial LLC History Reduced 5,131 458 0.21% 0.24% 520 -549 -9.67% Q4 2025 Jan 22, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 5,117 457 0.0% 0.0% 523 -855 -14.32% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 5,088 455 0.03% 0.03% 524 -281 -5.23% Q4 2025 Apr 02, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 5,080 454 0.03% 0.03% 525 -59 -1.15% Q4 2025 Jan 21, 2026
SYKON CAPITAL LLC History Added to 5,026 449 0.14% 0.12% 527 +834 19.9% Q4 2025 Feb 12, 2026
Legacy Private Trust Co. History No change 5,031 449 0.03% 0.03% 526 0 0.0% Q4 2025 Jan 08, 2026
Arete Wealth Advisors, LLC History No change 5,002 447 0.03% 0.03% 528 0 0.0% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Reduced 4,986 445 0.03% 0.04% 530 -1,294 -20.61% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History No change 4,980 445 0.02% 0.02% 529 0 0.0% Q4 2025 Feb 10, 2026
HRT FINANCIAL LP History Reduced 4,965 444 0.0% 0.0% 531 -7,577 -60.41% Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History No change 4,933 441 0.12% 0.1% 532 0 0.0% Q4 2025 Jan 12, 2026
Objective Capital Management, LLC History Added to 4,897 437 0.44% 0.45% 533 +19 0.39% Q4 2025 Feb 04, 2026
Independent Advisor Alliance History Added to 4,835 432 0.01% 0.01% 534 +300 6.62% Q4 2025 Feb 04, 2026
Breachway Investments LLC History New 4,820 431 0.45% — 537 +4,820 New Q4 2025 Jan 27, 2026
Global Strategic Investment Solutions, LLC History Reduced 4,825 431 0.04% 0.04% 535 -234 -4.63% Q4 2025 Jan 29, 2026
REAP Financial Group, LLC History Reduced 4,823 431 0.09% 0.09% 536 -48 -0.99% Q4 2025 Feb 10, 2026
L & S Advisors Inc History No change 4,813 430 0.04% 0.04% 538 0 0.0% Q4 2025 Feb 05, 2026
ATLas Financial Planning LLC History New 4,800 429 0.42% — 540 +4,800 New Q4 2025 Feb 17, 2026
Clarus Group, Inc. History No change 4,806 429 0.15% 0.15% 539 0 0.0% Q4 2025 Jan 16, 2026
SCOTIA CAPITAL INC. History Added to 4,692 419 0.0% 0.0% 541 +281 6.37% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History No change 4,667 417 0.01% 0.01% 542 0 0.0% Q4 2025 Jan 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 4,609 412 0.01% 0.01% 543 -445 -8.8% Q4 2025 Feb 09, 2026
Bluesphere Advisors LLC History No change 4,595 410 0.18% 0.19% 544 0 0.0% Q4 2025 Jan 21, 2026
FIFTH THIRD SECURITIES, INC. History Added to 4,578 409 0.03% 0.03% 545 +3 0.07% Q4 2025 Jan 23, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 4,543 406 0.16% 0.16% 546 0 0.0% Q4 2025 Feb 17, 2026
Triangle Securities Wealth Management History No change 4,545 406 0.09% 0.09% 547 0 0.0% Q4 2025 Jan 13, 2026
Visionary Wealth Advisors History No change 4,530 405 0.02% 0.02% 548 0 0.0% Q4 2025 Feb 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,536 405 0.02% 0.03% 549 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 4,521 404 0.01% — 550 +4,521 New Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 4,523 404 0.03% 0.03% 551 +420 10.24% Q4 2025 Jan 13, 2026
Waterfront Wealth Inc. History No change 4,405 402 0.08% 0.08% 552 0 0.0% Q4 2025 Jan 27, 2026
LongView Wealth Management History Added to 4,394 401 0.1% 0.1% 553 +126 2.95% Q4 2025 Jan 13, 2026
SWMG, LLC History Added to 4,251 395 0.11% 0.11% 554 +72 1.72% Q4 2025 Feb 10, 2026
Galvin, Gaustad & Stein, LLC History No change 4,400 393 0.03% 0.03% 555 0 0.0% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Added to 4,392 392 0.0% 0.0% 556 +3,830 681.49% Q4 2025 Jan 16, 2026
Gallacher Capital Management LLC History No change 4,387 392 0.15% 0.15% 557 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History Added to 4,376 391 0.03% 0.03% 558 +11 0.25% Q4 2025 Feb 20, 2026
Redwood Financial Network Corp History Reduced 4,371 390 0.25% 0.5% 560 -4,540 -50.95% Q4 2025 Feb 10, 2026
Resonant Capital Advisors, LLC History Reduced 4,363 390 0.02% 0.02% 559 -182 -4.0% Q4 2025 Jan 29, 2026
SOMERVILLE KURT F History Reduced 4,250 380 0.06% 0.07% 561 -250 -5.56% Q4 2025 Feb 17, 2026
Regent Peak Wealth Advisors LLC History Reduced 4,257 380 0.07% 0.08% 562 -113 -2.59% Q4 2025 Jan 08, 2026
Lantern Wealth Advisors, LLC History Reduced 4,230 378 0.2% 0.24% 563 -823 -16.29% Q4 2025 Feb 17, 2026
Kilter Group LLC History No change 4,219 377 0.17% 0.18% 564 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 4,208 376 0.0% — 565 +4,208 New Q4 2025 Feb 18, 2026
PFG Investments, LLC History Added to 4,204 375 0.02% 0.02% 566 +326 8.41% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History No change 4,115 368 0.01% 0.01% 567 0 0.0% Q4 2025 Feb 12, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 4,093 365 0.0% 0.01% 568 -662 -13.92% Q4 2025 Feb 10, 2026
Safeguard Investment Advisory Group, LLC History New 4,081 364 0.09% — 571 +4,081 New Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 4,075 364 0.0% 0.0% 569 +829 25.54% Q4 2025 Feb 05, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 4,071 364 0.08% 0.09% 570 +1 0.02% Q4 2025 Feb 04, 2026
Farrell Financial LLC History Added to 4,041 361 0.21% 0.22% 572 +115 2.93% Q4 2025 Jan 12, 2026
Spectrum Wealth Advisory Group, LLC History Reduced 3,872 346 0.13% 0.15% 573 -90 -2.27% Q4 2025 Feb 11, 2026
M3 Wealth Management, LLC History New 3,851 344 0.27% — 575 +3,851 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Added to 3,851 344 0.27% 0.32% 574 +15 0.39% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Added to 3,833 342 0.0% 0.0% 576 +425 12.47% Q4 2025 Feb 10, 2026
Prasad Wealth Partners, LLC History Reduced 3,791 339 0.09% 0.1% 578 -101 -2.6% Q4 2025 Jan 27, 2026
Summit Financial Wealth Advisors, LLC History No change 3,796 339 0.05% 0.05% 577 0 0.0% Q4 2025 Jan 27, 2026
Commonwealth Retirement Investments LLC History New 3,779 337 0.11% — 579 +3,779 New Q4 2025 Feb 11, 2026
Third View Private Wealth, LLC History New 3,759 336 0.05% — 581 +3,759 New Q4 2025 Jan 23, 2026
PHILADELPHIA TRUST CO History No change 3,757 336 0.02% 0.02% 580 0 0.0% Q4 2025 Feb 12, 2026
LOWE BROCKENBROUGH & CO INC History No change 3,700 330 0.02% 0.02% 582 0 0.0% Q4 2025 Feb 11, 2026
Pictet North America Advisors SA History Added to 3,646 326 0.03% 0.02% 583 +646 21.53% Q4 2025 Jan 16, 2026
Tranquility Partners, LLC History Reduced 3,638 325 0.12% 0.11% 584 -15 -0.41% Q4 2025 Feb 03, 2026
Clearview Wealth Advisors LLC History Added to 3,613 323 0.2% 0.15% 585 +990 37.74% Q4 2025 Feb 17, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 3,605 322 0.02% 0.02% 586 0 0.0% Q4 2025 Feb 05, 2026
Charter Oak Capital Management, LLC History Added to 3,577 319 0.02% 0.02% 587 +1 0.03% Q4 2025 Jan 23, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,518 314 0.04% 0.04% 588 0 0.0% Q4 2025 Feb 17, 2026
Embree Financial Group History New 3,488 311 0.04% — 589 +3,488 New Q4 2025 Jan 14, 2026
COZAD ASSET MANAGEMENT INC History Reduced 3,445 308 0.02% 0.03% 590 -730 -17.49% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History No change 3,400 304 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Added to 3,377 302 0.01% 0.01% 592 +12 0.36% Q4 2025 Jan 23, 2026
Brookwood Investment Group LLC History No change 3,370 301 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 22, 2026
Drucker Wealth 3.0, LLC History No change 3,337 298 0.05% 0.05% 594 0 0.0% Q4 2025 Feb 03, 2026
Weaver Consulting Group History No change 3,332 297 0.07% 0.08% 595 0 0.0% Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History New 3,277 293 0.02% — 597 +3,277 New Q4 2025 Feb 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 3,285 293 0.02% 0.02% 596 -140 -4.09% Q4 2025 Feb 06, 2026
Ballast Rock Private Wealth LLC History New 3,268 292 0.18% — 599 +3,268 New Q4 2025 Feb 04, 2026
Seelaus Asset Management LLC History Reduced 3,276 292 0.23% 0.24% 598 -152 -4.43% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Added to 3,241 289 0.02% 0.01% 600 +207 6.82% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Reduced 3,231 288 0.03% 0.04% 601 -797 -19.79% Q4 2025 Jan 22, 2026
FSA Advisors, Inc. History New 3,197 285 0.2% — 602 +3,197 New Q4 2025 Feb 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 3,186 284 0.02% — 604 +3,186 New Q4 2025 Feb 12, 2026
Onyx Bridge Wealth Group LLC History Reduced 3,178 284 0.03% 0.03% 603 -47 -1.46% Q4 2025 Feb 18, 2026
Empowered Funds, LLC History New 3,165 283 0.0% — 605 +3,165 New Q4 2025 Feb 18, 2026
Diversify Advisory Services, LLC History New 3,110 283 0.01% — 606 +3,110 New Q4 2025 Jan 23, 2026
Breakwater Investment Management History No change 3,162 282 0.1% 0.1% 607 0 0.0% Q4 2025 Feb 02, 2026
PACIFIC FINANCIAL GROUP INC History New 3,139 280 0.16% — 608 +3,139 New Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 3,138 280 0.01% 0.01% 609 +1,024 48.44% Q4 2025 Feb 04, 2026
Capital Investment Advisors, LLC History No change 3,116 278 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,080 275 0.01% 0.01% 611 0 0.0% Q4 2025 Feb 09, 2026
Cascades Capital Asset Management, LLC History Reduced 3,060 273 0.11% 0.18% 612 -1,500 -32.89% Q4 2025 Feb 04, 2026
WPWealth LLP History No change 3,035 271 0.04% 0.04% 613 0 0.0% Q4 2025 Feb 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 2,988 267 0.03% 0.03% 614 -312 -9.45% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 2,971 265 0.0% 0.0% 615 +711 31.46% Q4 2025 Jan 23, 2026
OneAscent Family Office, LLC History Reduced 2,958 264 0.18% 0.25% 616 -557 -15.85% Q4 2025 Feb 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 2,925 261 0.02% 0.02% 617 +426 17.05% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History No change 2,905 259 0.02% 0.02% 618 0 0.0% Q4 2025 Feb 05, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,893 258 0.02% 0.03% 619 0 0.0% Q4 2025 Jan 30, 2026
Prepared Retirement Institute LLC History No change 2,896 258 0.13% 0.13% 620 0 0.0% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History Added to 2,849 254 0.02% 0.02% 621 +31 1.1% Q4 2025 Jan 26, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 2,851 254 0.05% 0.06% 623 -14 -0.49% Q4 2025 Jan 22, 2026
apricus wealth, LLC History No change 2,850 254 0.13% 0.14% 622 0 0.0% Q4 2025 Jan 15, 2026
Pathstone Holdings, LLC History New 2,816 251 0.0% — 624 +2,816 New Q4 2025 Feb 13, 2026
Everhart Financial Group, Inc. History Reduced 2,804 250 0.02% 0.03% 625 -212 -7.03% Q4 2025 Jan 07, 2026
OMNI 360 Wealth, Inc. History Added to 2,739 249 0.13% 0.13% 626 +68 2.55% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,712 242 0.03% 0.03% 627 +5 0.18% Q4 2025 Jan 14, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,700 241 0.04% 0.04% 628 0 0.0% Q4 2025 Feb 02, 2026
McAlister, Sweet & Associates, Inc. History No change 2,700 241 0.18% 0.16% 629 0 0.0% Q4 2025 Jan 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 2,692 240 0.01% 0.01% 631 +10 0.37% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 2,655 240 0.0% 0.0% 630 +1 0.04% Q4 2025 Jan 26, 2026
ZEGA Investments, LLC History New 2,670 238 0.03% — 632 +2,670 New Q4 2025 Jan 27, 2026
Roundview Capital LLC History New 2,653 237 0.01% — 633 +2,653 New Q4 2025 Feb 09, 2026
Tradition Wealth Management, LLC History Reduced 2,617 234 0.02% 0.02% 634 -70 -2.61% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History New 2,562 229 0.01% — 635 +2,562 New Q4 2025 Feb 13, 2026
Breakwater Capital Group History Reduced 2,569 229 0.03% 0.03% 636 -17 -0.66% Q4 2025 Jan 09, 2026
Cherry Tree Wealth Management, LLC History No change 2,562 229 0.05% 0.05% 637 0 0.0% Q4 2025 Feb 10, 2026
Park Place Capital Corp History Added to 2,546 227 0.05% 0.05% 639 +9 0.35% Q4 2025 Jan 09, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 2,543 227 0.02% 0.02% 638 0 0.0% Q4 2025 Feb 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,523 225 0.01% 0.01% 640 0 0.0% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 2,504 223 0.0% 0.0% 641 -8,467 -77.18% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 2,504 223 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 20, 2026
Atlas Wealth LLC History No change 2,492 222 0.07% 0.07% 643 0 0.0% Q4 2025 Feb 05, 2026
Facet Wealth, Inc. History New 2,429 221 0.0% — 644 +2,429 New Q4 2025 Jan 29, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,481 221 0.06% 0.07% 645 0 0.0% Q4 2025 Feb 05, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 2,443 218 0.07% 0.07% 646 0 0.0% Q4 2025 Jan 27, 2026
Colter Lewis Investment Partners LLC History New 2,401 214 0.25% — 648 +2,401 New Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History New 2,400 214 0.01% — 647 +2,400 New Q4 2025 Jan 23, 2026
Crestwood Advisors Group, LLC History New 2,358 210 0.0% — 649 +2,358 New Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History New 2,356 210 0.01% — 651 +2,356 New Q4 2025 Feb 17, 2026
Annex Advisory Services, LLC History No change 2,355 210 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 26, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,347 209 0.02% 0.02% 652 0 0.0% Q4 2025 Jan 07, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 2,323 208 0.18% — 654 +2,323 New Q4 2025 Jan 20, 2026
Invesco Ltd. History Reduced 2,328 208 0.0% 0.0% 653 -290 -11.08% Q4 2025 Feb 19, 2026
Retirement Investment Advisors, Inc. History No change 2,321 207 0.02% 0.02% 655 0 0.0% Q4 2025 Jan 21, 2026
Vigil Wealth Management, LLC History New 2,307 206 0.17% — 656 +2,307 New Q4 2025 Feb 10, 2026
Gilbert Capital Group, Inc. History New 2,284 204 0.15% — 657 +2,284 New Q4 2025 Jan 23, 2026
Ipswich Investment Management Co., Inc. History No change 2,270 203 0.05% 0.05% 658 0 0.0% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History Reduced 2,246 200 0.01% 0.01% 659 -18 -0.8% Q4 2025 Feb 17, 2026
Quattro Advisors LLC History New 2,174 194 0.16% — 660 +2,174 New Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Added to 2,127 190 0.16% 0.17% 662 +9 0.42% Q4 2025 Jan 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,125 190 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Added to 1,890 169 0.03% 0.03% 663 +6 0.32% Q4 2025 Feb 17, 2026
Coastline Trust Co History Added to 1,724 154 0.01% 0.02% 664 +105 6.49% Q4 2025 Jan 05, 2026
Key FInancial Inc History No change 1,706 152 0.03% 0.03% 665 0 0.0% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 1,630 145 0.01% 0.01% 666 +104 6.82% Q4 2025 Jan 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,570 140 0.01% 0.01% 667 0 0.0% Q4 2025 Jan 08, 2026
CNB Bank History No change 1,563 139 0.06% 0.06% 668 0 0.0% Q4 2025 Feb 11, 2026
Laurel Wealth Advisors LLC History New 1,418 126 0.02% — 669 +1,418 New Q4 2025 Jan 30, 2026
WOLFF WIESE MAGANA LLC History No change 1,391 124 0.07% 0.07% 670 0 0.0% Q4 2025 Jan 14, 2026
Independence Bank of Kentucky History No change 1,371 122 0.02% 0.02% 671 0 0.0% Q4 2025 Jan 20, 2026
Darwin Wealth Management, LLC History Added to 1,350 120 0.04% 0.04% 672 +6 0.45% Q4 2025 Jan 22, 2026
Westside Investment Management, Inc. History No change 1,296 116 0.02% 0.02% 673 0 0.0% Q4 2025 Jan 23, 2026
Piscataqua Savings Bank History No change 1,300 116 0.08% 0.09% 674 0 0.0% Q4 2025 Jan 16, 2026
Signature Resources Capital Management, LLC History No change 1,275 114 0.06% 0.06% 675 0 0.0% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Reduced 1,266 113 0.02% 0.02% 676 -1 -0.08% Q4 2025 Feb 09, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,221 109 0.03% 0.03% 677 0 0.0% Q4 2025 Feb 27, 2026
Navigoe, LLC History No change 1,194 106 0.07% 0.07% 678 0 0.0% Q4 2025 Feb 03, 2026
Addison Advisors LLC History No change 1,175 105 0.02% 0.02% 679 0 0.0% Q4 2025 Feb 06, 2026
Bank of Jackson Hole Trust History No change 1,030 92 0.04% 0.05% 680 0 0.0% Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History No change 1,027 91 0.05% 0.06% 681 0 0.0% Q4 2025 Feb 09, 2026
Operose Advisors LLC History Added to 1,013 90 0.02% 0.02% 682 +219 27.58% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 884 79 0.0% 0.0% 683 +65 7.94% Q4 2025 Feb 10, 2026
Holos Integrated Wealth LLC History No change 869 77 0.04% 0.04% 684 0 0.0% Q4 2025 Jan 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 836 74 0.06% 0.05% 687 +330 65.22% Q4 2025 Feb 10, 2026
BOKF, NA History No change 837 74 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History No change 830 74 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 11, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 787 70 0.01% 0.01% 688 -142 -15.29% Q4 2025 Jan 20, 2026
Tidemark, LLC History No change 755 67 0.02% 0.02% 689 0 0.0% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History Added to 747 66 0.01% 0.0% 691 +521 230.53% Q4 2025 Jan 21, 2026
Keystone Financial Group, Inc. History Added to 743 66 0.03% 0.04% 692 +3 0.41% Q4 2025 Jan 16, 2026
AdvisorNet Financial, Inc History No change 747 66 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 717 64 0.0% — 693 +717 New Q4 2025 Feb 03, 2026
Nova Wealth Management, Inc. History Reduced 667 59 0.04% 0.08% 694 -555 -45.42% Q4 2025 Jan 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 637 56 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 22, 2026
Atlantic Union Bankshares Corp History No change 600 53 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 04, 2026
Newton One Investments LLC History No change 595 53 0.02% 0.02% 697 0 0.0% Q4 2025 Jan 23, 2026
Cheviot Value Management, LLC History No change 571 52 0.01% 0.01% 698 0 0.0% Q4 2025 Feb 03, 2026
ASSETMARK, INC History Added to 555 49 0.0% 0.0% 699 +152 37.72% Q4 2025 Jan 23, 2026
Wealth Enhancement Trust Services, Inc. History New 525 46 0.01% — 701 +525 New Q4 2025 Jan 27, 2026
Federation des caisses Desjardins du Quebec History Reduced 515 46 0.0% 0.0% 700 -350 -40.46% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History New 483 43 0.01% — 702 +483 New Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Added to 480 43 0.0% 0.0% 703 +337 235.66% Q4 2025 Jan 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 484 43 0.02% 0.02% 704 +2 0.41% Q4 2025 Jan 09, 2026
Bogart Wealth, LLC History Added to 457 40 0.0% 0.0% 705 +2 0.44% Q4 2025 Jan 30, 2026
GHP Investment Advisors, Inc. History No change 440 39 0.0% 0.0% 706 0 0.0% Q4 2025 Jan 27, 2026
OPTIMA CAPITAL LLC History New 411 36 0.02% — 708 +411 New Q4 2025 Jan 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 413 36 0.01% 0.01% 707 0 0.0% Q4 2025 Jan 15, 2026
SOA Wealth Advisors, LLC. History No change 400 35 0.01% 0.01% 709 0 0.0% Q4 2025 Jan 20, 2026
Integrity Financial Corp /WA History Reduced 385 34 0.02% 0.02% 711 -75 -16.3% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 381 34 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 08, 2026
Covestor Ltd History Added to 357 32 0.02% 0.02% 712 +7 2.0% Q4 2025 Feb 06, 2026
Cetera Trust Company, N.A History New 347 31 0.02% — 713 +347 New Q4 2025 Feb 13, 2026
TSFG, LLC History Reduced 308 28 0.0% 0.0% 716 -29 -8.61% Q4 2025 Feb 04, 2026
S&T BANK/PA History No change 316 28 0.01% 0.01% 714 0 0.0% Q4 2025 Feb 13, 2026
BFSG, LLC History No change 317 28 0.0% 0.0% 715 0 0.0% Q4 2025 Jan 22, 2026
Hilton Head Capital Partners, LLC History New 268 23 0.01% — 719 +268 New Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 262 23 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 266 23 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 30, 2026
Princeton Global Asset Management LLC History No change 250 22 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 20, 2026
Johnson Financial Group, Inc. History No change 242 21 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History Reduced 231 20 0.0% 0.0% 722 -64 -21.69% Q4 2025 Jan 16, 2026
Indiana Trust & Investment Management Co History No change 227 20 0.01% 0.01% 723 0 0.0% Q4 2025 Jan 21, 2026
Financial Gravity Asset Management, Inc. History No change 224 20 0.0% 0.0% 724 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History No change 226 20 0.0% 0.0% 725 0 0.0% Q4 2025 Jan 14, 2026
OBSIDIAN CIO, LLC History Reduced 200 17 0.03% 0.03% 726 -2,337 -92.12% Q4 2025 Feb 18, 2026
Fairman Group, LLC History Reduced 200 17 0.01% 0.04% 727 -300 -60.0% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 192 17 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Added to 189 16 0.0% 0.0% 730 +21 12.5% Q4 2025 Feb 12, 2026
Bangor Savings Bank History No change 180 16 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 16, 2026
Bare Financial Services, Inc History New 155 13 0.0% — 732 +155 New Q4 2025 Feb 06, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 150 13 0.0% 0.0% 731 0 0.0% Q4 2025 Jan 23, 2026
Vermillion Wealth Management, Inc. History Added to 142 12 0.0% 0.0% 734 +12 9.23% Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History No change 138 12 0.0% 0.0% 733 0 0.0% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History New 110 10 0.0% — 736 +110 New Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History No change 113 10 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 05, 2026
NBT BANK N A /NY History New 89 9 0.0% — 737 +89 New Q4 2025 Jan 23, 2026
Costello Asset Management, INC History Reduced 102 9 0.0% 0.0% 738 -24 -19.05% Q4 2025 Feb 03, 2026
Joseph Group Capital Management History Reduced 107 9 0.0% 0.0% 739 -9 -7.76% Q4 2025 Jan 30, 2026
Financial Perspectives, Inc History No change 104 9 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 28, 2026
ST GERMAIN D J CO INC History Reduced 100 8 0.0% 0.0% 741 -100 -50.0% Q4 2025 Jan 29, 2026
SHP Wealth Management History New 100 8 0.0% — 742 +100 New Q4 2025 Mar 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 87 7 0.0% — 745 +87 New Q4 2025 Feb 13, 2026
JNBA Financial Advisors History New 80 7 0.0% — 744 +80 New Q4 2025 Jan 26, 2026
CENTRAL TRUST Co History No change 88 7 0.0% 0.0% 743 0 0.0% Q4 2025 Feb 02, 2026
Atlantic Edge Private Wealth Management, LLC History No change 81 7 0.0% 0.0% 746 0 0.0% Q4 2025 Jan 27, 2026
Estate Planners Group, LLC History New 75 6 0.0% — 747 +75 New Q4 2025 Apr 07, 2026
Davis Capital Management History No change 56 5 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 28, 2026
Crewe Advisors LLC History Reduced 54 4 0.0% 0.0% 750 -36 -40.0% Q4 2025 Jan 16, 2026
DUNCKER STREETT & CO INC History No change 50 4 0.0% 0.0% 749 0 0.0% Q4 2025 Jan 27, 2026
Truvestments Capital LLC History No change 49 4 0.0% 0.0% 751 0 0.0% Q4 2025 Feb 13, 2026
Catherine Avery Investment Management LLC History No change 55 4 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 05, 2026
BAYBAN History New 36 3 0.0% — 755 +36 New Q4 2025 Mar 05, 2026
WealthShield Partners, LLC History No change 38 3 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 03, 2026
IMG Wealth Management, Inc. History No change 41 3 0.0% 0.0% 754 0 0.0% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Reduced 32 2 0.0% 0.12% 757 -49,634 -99.94% Q4 2025 Feb 17, 2026
Trust Co History New 29 2 0.0% — 758 +29 New Q4 2025 Jan 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 25 2 0.0% 0.0% 756 -21 -45.65% Q4 2025 Jan 14, 2026
ABOUND FINANCIAL, LLC History New 15 1 0.0% — 759 +15 New Q4 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.45% — -1,294,595 -100.0% Q3 2025 Nov 10, 2025
POTOMAC FUND MANAGEMENT INC /ADV History Closed out 0 0 — 0.84% — -222,766 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.01% — -93,600 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.01% — -73,700 -100.0% Q3 2025 Nov 13, 2025
Summit Trail Advisors, LLC History Closed out 0 0 — 0.06% — -51,540 -100.0% Q3 2025 Nov 14, 2025
Hershey Financial Advisers, LLC History Closed out 0 0 — 1.08% — -14,192 -100.0% Q3 2025 Nov 17, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 — 0.01% — -9,243 -100.0% Q3 2025 Nov 14, 2025
Future Fund LLC History Closed out 0 0 — 0.28% — -8,891 -100.0% Q3 2025 Nov 12, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.05% — -8,326 -100.0% Q3 2025 Oct 23, 2025
Virtu Financial LLC History Closed out 0 0 — 0.04% — -7,736 -100.0% Q3 2025 Nov 14, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.25% — -5,357 -100.0% Q3 2025 Oct 23, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.04% — -5,319 -100.0% Q3 2025 Oct 15, 2025
B.O.S.S. Retirement Advisors, LLC History Closed out 0 0 — 0.09% — -4,280 -100.0% Q3 2025 Nov 05, 2025
GREENLEAF TRUST History Closed out 0 0 — 0.0% — -4,157 -100.0% Q3 2025 Oct 22, 2025
Walkner Condon Financial Advisors LLC History Closed out 0 0 — 0.05% — -3,329 -100.0% Q3 2025 Oct 29, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 — 0.0% — -3,096 -100.0% Q3 2025 Nov 12, 2025
Hubbell Strickland Wealth Management, LLC History Closed out 0 0 — 0.1% — -2,823 -100.0% Q3 2025 Oct 21, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -2,700 -100.0% Q3 2025 Nov 14, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -2,392 -100.0% Q3 2025 Nov 19, 2025
Strategic Blueprint, LLC History Closed out 0 0 — 0.01% — -2,375 -100.0% Q3 2025 Oct 23, 2025
Dana Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -2,301 -100.0% Q3 2025 Nov 10, 2025
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Closed out 0 0 — 0.0% — -1,000 -100.0% Q3 2025 Oct 24, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -911 -100.0% Q3 2025 Nov 10, 2025
SouthState Bank Corp History Closed out 0 0 — 0.0% — -870 -100.0% Q3 2025 Nov 05, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.04% — -779 -100.0% Q3 2025 Nov 03, 2025
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.0% — -636 -100.0% Q3 2025 Nov 13, 2025
Sachetta, LLC History Closed out 0 0 — 0.02% — -500 -100.0% Q3 2025 Oct 24, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -300 -100.0% Q3 2025 Nov 17, 2025
Quest 10 Wealth Builders, Inc. History Closed out 0 0 — 0.02% — -265 -100.0% Q3 2025 Oct 20, 2025
FEDERATED HERMES, INC. History Closed out 0 0 — 0.0% — -233 -100.0% Q3 2025 Nov 03, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.0% — -158 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -125 -100.0% Q3 2025 Oct 07, 2025
Investors Research Corp History Closed out 0 0 — 0.0% — -73 -100.0% Q3 2025 Oct 02, 2025
HORIZON FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.0% — -26 -100.0% Q3 2025 Nov 12, 2025
Colonial Trust Advisors History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Nov 10, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Nov 13, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Nov 04, 2025