BlackRock ETF Trust - DYNF

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Reduced 110,605,611 6,725,927 2.0% 1.89% 1 -413,113 -0.37% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 45,131,519 2,744,447 0.75% 0.71% 2 +4,242,839 10.38% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 24,492,775 1,489,405 0.09% 0.08% 3 +1,594,565 6.96% Q4 2025 Feb 11, 2026
First Command Advisory Services, Inc. History Added to 22,637,020 1,376,557 9.59% 9.66% 4 +115,739 0.51% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 22,464,330 1,366,055 0.02% 0.02% 5 -885,977 -3.79% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 16,575,210 1,007,938 0.06% 0.05% 6 +1,846,264 12.53% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 15,336,108 932,503 0.21% 0.17% 7 +3,086,957 25.2% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 11,816,168 718,541 0.05% 0.04% 8 +1,191,120 11.21% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 11,194,500 680,737 0.43% 0.32% 9 +3,123,441 38.7% Q4 2025 Feb 10, 2026
Dynasty Wealth Management, LLC History Added to 9,529,543 579,491 5.69% 4.96% 10 +3,251,148 51.78% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 8,643,757 525,626 1.28% 1.21% 11 +996,096 13.02% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 8,261,259 502,367 1.76% 1.72% 12 +398,856 5.07% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 8,014,666 487,372 1.32% 1.41% 13 +107,578 1.36% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Added to 7,812,309 475,066 0.52% 0.49% 14 +686,895 9.64% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 6,470,093 351,579 6.39% 6.46% 15 +208,227 3.33% Q4 2025 Jan 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,641,967 343,088 0.11% 0.1% 16 +277,966 5.18% Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History Added to 4,787,660 291,138 0.67% 0.66% 17 +78,873 1.68% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 4,742,264 288,377 1.05% 1.17% 18 +383,460 8.8% Q4 2025 Feb 18, 2026
OneDigital Investment Advisors LLC History Added to 4,300,287 261,500 2.56% 2.53% 19 +134,686 3.23% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,253,821 258,674 0.34% 0.27% 20 +740,988 21.09% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 4,123,512 250,750 0.05% 0.04% 21 +764,593 22.76% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 4,024,819 244,749 0.04% 0.04% 22 +287,555 7.69% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,630,528 221,762 0.39% 0.26% 23 +1,418,970 64.16% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 3,461,063 210,513 0.31% 0.3% 24 -231,232 -6.26% Q4 2025 Feb 17, 2026
SOFI WEALTH, LLC History Added to 3,389,851 206,136 10.28% 9.84% 25 +304,280 9.86% Q4 2025 Jan 30, 2026
OpenArc Corporate Advisory, LLC History New 3,311,021 201,343 3.33% — 26 +3,311,021 New Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 3,233,351 196,620 2.58% 2.55% 27 +265,551 8.95% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 2,994,449 182,092 0.99% 0.6% 28 +854,242 39.91% Q4 2025 Jan 29, 2026
Merit Financial Group, LLC History Added to 2,922,087 177,692 1.43% 1.36% 29 +429,891 17.25% Q4 2025 Jan 26, 2026
JB Capital LLC History Added to 2,883,894 175,369 7.16% 7.17% 30 +74,071 2.64% Q4 2025 Jan 20, 2026
ROYAL BANK OF CANADA History New 2,868,464 174,432 0.03% — 31 +2,868,464 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 2,539,386 154,420 0.14% 0.12% 32 +314,843 14.15% Q4 2025 Feb 13, 2026
FORM Wealth Advisors, LLC History New 2,195,797 133,526 15.63% — 33 +2,195,797 New Q4 2025 Jan 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,111,020 128,371 0.77% 0.88% 34 +51,168 2.48% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,028,325 123,342 2.26% 2.15% 35 +48,121 2.43% Q4 2025 Feb 11, 2026
Advocacy Wealth Management, LLC History Added to 1,984,442 120,673 5.05% 4.9% 36 +76,853 4.03% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 1,976,400 120,184 0.82% 0.7% 37 +371,990 23.19% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Added to 1,699,801 103,364 1.23% 0.82% 38 +151,942 9.82% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,692,264 102,906 0.21% 0.21% 39 +43,029 2.61% Q4 2025 Jan 23, 2026
UBS Group AG History Added to 1,558,773 94,788 0.02% 0.01% 40 +408,424 35.5% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Added to 1,411,859 85,855 0.49% 0.52% 41 +35,301 2.56% Q4 2025 Jan 26, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,384,271 84,178 0.22% 0.21% 42 +94,998 7.37% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Added to 1,293,230 78,641 2.69% 2.65% 43 +25,344 2.0% Q4 2025 Jan 20, 2026
Austin Private Wealth, LLC History Added to 1,243,266 75,603 5.62% 5.46% 44 +27,256 2.24% Q4 2025 Jan 20, 2026
Annex Advisory Services, LLC History Added to 1,222,445 74,336 1.42% 1.33% 45 +166,019 15.72% Q4 2025 Jan 26, 2026
TRUIST FINANCIAL CORP History Added to 1,211,670 73,681 0.1% 0.09% 46 +54,690 4.73% Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,203,705 73,197 0.04% 0.03% 47 +436,211 56.84% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 1,182,227 71,891 0.82% 0.76% 48 +66,062 5.92% Q4 2025 Feb 05, 2026
BlueStem Wealth Partners, LLC History New 1,174,349 71,412 7.88% — 49 +1,174,349 New Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Added to 1,130,116 68,722 0.32% 0.22% 50 +361,882 47.11% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 1,127,752 68,578 0.78% 0.71% 51 +114,484 11.3% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Added to 1,125,153 68,420 1.66% 1.46% 52 +112,913 11.15% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,096,800 66,696 0.09% 0.25% 53 -1,787,500 -61.97% Q4 2025 Feb 17, 2026
Stratos Investment Management, LLC History Added to 1,054,581 64,129 2.57% 2.52% 54 +24,916 2.42% Q4 2025 Jan 20, 2026
Icon Wealth Advisors, LLC History Added to 1,046,787 63,655 4.24% 4.07% 55 +33,801 3.34% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 972,506 59,138 3.54% 2.73% 56 +178,026 22.41% Q4 2025 Jan 20, 2026
Sharkey, Howes & Javer History Reduced 897,983 54,606 6.94% 7.12% 57 -37,524 -4.01% Q4 2025 Jan 13, 2026
EASTERN BANK History Added to 852,241 51,824 0.89% 0.0% 58 +852,162 1078686.08% Q4 2025 Jan 14, 2026
US BANCORP \DE\ History Added to 847,219 51,519 0.06% 0.06% 59 +36,305 4.48% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Added to 827,056 50,293 1.03% 0.78% 60 +255,080 44.6% Q4 2025 Feb 03, 2026
TSFG, LLC History Added to 825,630 50,207 7.5% 5.67% 61 +223,224 37.06% Q4 2025 Feb 04, 2026
KWB Wealth History Added to 805,373 48,974 4.64% 4.42% 62 +71,389 9.73% Q4 2025 Jan 12, 2026
Shepherd Financial Partners LLC History Added to 795,656 48,383 4.48% 4.32% 63 +29,128 3.8% Q4 2025 Feb 10, 2026
MA Private Wealth History Added to 783,549 47,647 7.95% 7.27% 64 +53,671 7.35% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Added to 758,626 46,132 0.05% 0.04% 65 +90,338 13.52% Q4 2025 Feb 06, 2026
Intelligence Driven Advisers, LLC History Reduced 747,352 45,446 6.5% 6.3% 66 -20,364 -2.65% Q4 2025 Jan 23, 2026
Scarborough Advisors, LLC History Added to 743,184 45,192 7.63% 7.58% 67 +17,419 2.4% Q4 2025 Feb 17, 2026
Horizon Wealth Management, LLC History Added to 734,969 44,693 6.94% 0.17% 68 +715,897 3753.65% Q4 2025 Feb 04, 2026
Mariner, LLC History Added to 732,587 44,548 0.05% 0.05% 69 +142,860 24.22% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 729,993 44,390 0.24% 0.17% 70 +221,477 43.55% Q4 2025 Feb 12, 2026
CFO4Life Group, LLC History Reduced 726,833 44,198 6.3% 6.32% 71 -7,658 -1.04% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Added to 725,137 44,095 1.07% 0.73% 72 +236,006 48.25% Q4 2025 Feb 17, 2026
Horst & Graben Wealth Management LLC History Added to 724,419 44,071 6.65% 6.35% 73 +22,124 3.15% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 718,126 43,669 0.47% 0.51% 74 +142,760 24.81% Q4 2025 Jan 23, 2026
Presidio Capital Management, LLC History New 714,640 43,457 13.06% — 75 +714,640 New Q4 2025 Jan 15, 2026
CFS Investment Advisory Services, LLC History Added to 693,628 42,179 3.08% 3.06% 76 +6,178 0.9% Q4 2025 Feb 10, 2026
West Wealth Group, LLC History Added to 677,172 41,178 8.54% 8.29% 77 +53,829 8.64% Q4 2025 Jan 26, 2026
SteelPeak Wealth, LLC History Reduced 670,419 40,768 1.33% 1.32% 78 -462 -0.07% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 662,236 40,270 0.3% 0.27% 79 +71,056 12.02% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Added to 658,848 40,064 0.72% 0.66% 80 +114,196 20.97% Q4 2025 Jan 16, 2026
Stone House Investment Management, LLC History Added to 658,126 40,020 6.21% 6.37% 81 +19,260 3.01% Q4 2025 Jan 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 641,441 39,009 0.1% 0.06% 82 +253,533 65.36% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 641,081 38,984 1.19% 0.85% 83 +146,505 29.62% Q4 2025 Feb 11, 2026
MCMORGAN & CO LLC History Reduced 628,061 38,192 6.33% 5.74% 84 -1,185 -0.19% Q4 2025 Feb 11, 2026
Tennessee Valley Asset Management Partners History Added to 607,939 36,968 4.79% 4.69% 85 +24,823 4.26% Q4 2025 Feb 05, 2026
PRUDENTIAL PLC History New 606,300 36,869 0.29% — 86 +606,300 New Q4 2025 Feb 11, 2026
Madison Wealth Partners, Inc History Added to 591,085 35,943 6.56% 6.62% 87 +25,396 4.49% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History Added to 578,290 35,165 1.88% 1.82% 88 +24,566 4.44% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 573,058 34,847 0.59% 0.46% 89 +141,820 32.89% Q4 2025 Feb 17, 2026
EQ LLC History Added to 571,636 34,761 10.02% 10.57% 90 +45,673 8.68% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 569,745 34,730 0.18% 0.17% 91 +127,667 28.88% Q4 2025 Feb 17, 2026
High Falls Advisors, Inc History Added to 567,822 34,529 6.99% 6.71% 92 +16,981 3.08% Q4 2025 Feb 18, 2026
Triad Wealth Partners, LLC History Added to 559,341 34,013 3.23% 3.4% 93 +114,368 25.7% Q4 2025 Jan 22, 2026
Keystone Financial Group History Added to 550,402 33,469 2.48% 1.89% 94 +131,858 31.5% Q4 2025 Feb 06, 2026
Buttonwood Financial Group, LLC History Reduced 538,205 33,137 17.61% 20.15% 95 -249,685 -31.69% Q4 2025 Jan 13, 2026
Kovitz Investment Group Partners, LLC History Added to 544,131 33,088 0.73% 0.0% 96 +540,208 13770.28% Q4 2025 Feb 20, 2026
Kelly Financial Services LLC History Added to 543,668 33,060 8.29% 8.14% 97 +12,456 2.34% Q4 2025 Jan 13, 2026
Security Financial Services, INC. History Added to 541,587 32,933 5.17% 5.05% 98 +13,440 2.54% Q4 2025 Jan 27, 2026
One Wealth Advisors, LLC History Added to 530,580 32,264 3.94% 3.82% 99 +15,858 3.08% Q4 2025 Feb 02, 2026
Arax Advisory Partners History Reduced 528,648 32,147 0.94% 0.52% 100 -200,298 -27.48% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History Added to 520,752 31,666 4.41% 4.25% 101 +16,399 3.25% Q4 2025 Jan 29, 2026
Embree Financial Group History Added to 519,559 31,594 3.87% 2.4% 102 +216,435 71.4% Q4 2025 Jan 14, 2026
WEALTH ALLIANCE, LLC History Added to 518,844 31,550 3.09% 2.88% 103 +45,202 9.54% Q4 2025 Feb 13, 2026
Madrona Financial Services, LLC History Added to 490,220 29,810 6.37% 6.39% 104 +767 0.16% Q4 2025 Jan 22, 2026
Avid Wealth Partners LLC History Added to 487,061 29,618 14.47% 12.11% 105 +75,364 18.31% Q4 2025 Feb 13, 2026
Ullmann Wealth Partners Group, LLC History Added to 486,106 29,584 3.08% 2.11% 106 +160,108 49.11% Q4 2025 Feb 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 478,794 29,100 3.76% 3.94% 107 +5,919 1.25% Q4 2025 Feb 04, 2026
Detalus Advisors, LLC History Added to 477,791 29,054 7.08% 6.82% 108 +33,067 7.44% Q4 2025 Feb 03, 2026
Vise Technologies, Inc. History Added to 476,752 28,991 0.57% 0.72% 109 +151,516 46.59% Q4 2025 Feb 11, 2026
Stokes Family Office, LLC History Added to 467,316 28,417 2.6% 2.57% 110 +9,999 2.19% Q4 2025 Feb 18, 2026
BARINGS LLC History Added to 466,291 28,355 0.52% 0.48% 111 +41,480 9.76% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 460,532 28,004 0.5% 0.32% 112 +221,906 92.99% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 458,160 27,860 1.02% 1.03% 113 +89,406 24.25% Q4 2025 Feb 09, 2026
Capital Planning Advisors, LLC History Added to 456,610 27,766 3.71% 3.35% 114 +44,584 10.82% Q4 2025 Feb 17, 2026
PAX Financial Group, LLC History Added to 454,681 27,649 4.77% 4.22% 115 +59,196 14.97% Q4 2025 Feb 05, 2026
Strategic Blueprint, LLC History Added to 452,646 27,525 1.62% 1.16% 116 +4,646 1.04% Q4 2025 Jan 30, 2026
Insight Wealth Strategies, LLC History Added to 452,161 27,495 3.15% 3.1% 117 +7,849 1.77% Q4 2025 Jan 02, 2026
Kestra Advisory Services, LLC History Added to 444,325 27,019 0.11% 0.11% 118 +42,890 10.68% Q4 2025 Feb 13, 2026
High Probability Advisors, LLC History Added to 438,248 26,649 3.55% 3.47% 119 +10,203 2.38% Q4 2025 Jan 29, 2026
Stonebrook Private Inc. History Added to 434,791 26,439 5.53% 3.58% 120 +154,520 55.13% Q4 2025 Feb 11, 2026
BEACON FINANCIAL GROUP History New 430,825 26,198 2.61% — 121 +430,825 New Q4 2025 Apr 01, 2026
U.S. Capital Wealth Advisors, LLC History Added to 425,968 25,903 0.68% 0.52% 122 +101,557 31.31% Q4 2025 Jan 23, 2026
Midwest Capital Advisors, LLC History Added to 425,434 25,870 12.39% 11.65% 123 +17,238 4.22% Q4 2025 Jan 29, 2026
Trek Financial, LLC History Added to 424,443 25,810 1.49% 1.42% 124 +21,450 5.32% Q4 2025 Feb 04, 2026
Centerline Wealth Advisors, LLC History Added to 419,262 25,495 9.23% 4.5% 125 +244,456 139.84% Q4 2025 Jan 08, 2026
GeoWealth Management, LLC History Reduced 419,175 25,490 0.94% 0.99% 126 -37,587 -8.23% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 419,077 25,484 0.32% 0.25% 127 +95,922 29.68% Q4 2025 Jan 29, 2026
Cypress Wealth Services, LLC History Added to 418,852 25,470 3.52% 3.73% 128 +34,236 8.9% Q4 2025 Jan 14, 2026
Keystone Financial Services History Added to 416,736 25,341 7.65% 6.65% 129 +54,281 14.98% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Added to 415,845 25,287 3.53% 3.53% 130 +8,735 2.15% Q4 2025 Jan 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 408,780 24,857 0.38% 0.31% 131 +88,893 27.79% Q4 2025 Feb 12, 2026
ONE Advisory Partners, LLC History Added to 405,003 24,628 7.43% 7.18% 132 +6,474 1.62% Q4 2025 Jan 12, 2026
May Hill Capital, LLC History Added to 400,554 24,357 3.19% 2.87% 133 +235,260 142.33% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 396,761 24,127 0.04% 0.03% 134 +98,814 33.16% Q4 2025 Mar 16, 2026
Apeiron RIA LLC History Added to 388,860 23,956 4.86% 3.74% 135 +105,969 37.46% Q4 2025 Feb 03, 2026
Mason & Associates, LLC History Reduced 384,460 23,379 5.32% 5.38% 136 -8,688 -2.21% Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 383,530 23,322 0.13% 0.14% 137 +13,262 3.58% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 383,524 23,322 1.84% 1.86% 138 +2,231 0.59% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 381,379 23,191 0.27% 0.25% 139 +21,955 6.11% Q4 2025 Jan 15, 2026
Royal Harbor Partners, LLC History Added to 380,143 23,116 7.64% 7.56% 140 +3,464 0.92% Q4 2025 Feb 19, 2026
Wealth Group Ltd History Added to 372,733 22,665 5.07% 3.65% 141 +106,188 39.84% Q4 2025 Jan 12, 2026
FIRST HAWAIIAN BANK History Added to 367,344 22,338 2.97% 2.6% 142 +24,937 7.28% Q4 2025 Jan 05, 2026
SWMG, LLC History Added to 347,861 21,417 5.95% 5.9% 143 +19,499 5.94% Q4 2025 Feb 10, 2026
Legacy Financial Group LLC History Added to 348,362 21,211 2.62% 2.67% 144 +4,141 1.2% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 346,131 21,048 0.3% 0.23% 145 +91,558 35.97% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 344,354 20,940 0.24% 0.18% 146 +169,364 96.78% Q4 2025 Jan 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 340,958 20,733 2.44% 1.83% 147 +84,279 32.83% Q4 2025 Feb 03, 2026
Kilter Group LLC History Added to 333,524 20,281 8.95% 8.48% 148 +29,737 9.79% Q4 2025 Feb 13, 2026
TSA Wealth Managment LLC History Reduced 329,571 20,041 6.64% 6.69% 149 -2,544 -0.77% Q4 2025 Jan 22, 2026
Regal Investment Advisors LLC History Added to 326,791 19,872 1.19% 1.05% 150 +55,342 20.39% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 325,780 19,810 0.22% 0.24% 151 -28,147 -7.95% Q4 2025 Jan 16, 2026
ShoreHaven Wealth Partners, LLC History Added to 324,101 19,708 7.08% 6.83% 152 +11,681 3.74% Q4 2025 Feb 10, 2026
Tradition Wealth Management, LLC History Added to 321,561 19,554 1.4% 1.23% 153 +41,143 14.67% Q4 2025 Feb 11, 2026
Scissortail Wealth Management, LLC History Added to 318,763 19,384 4.42% 4.05% 154 +5,004 1.59% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 317,137 19,377 1.65% 1.67% 155 +5,908 1.9% Q4 2025 Jan 20, 2026
FINANCIAL LIFE ADVISORS History Reduced 314,833 19,145 5.9% 6.03% 156 -2,038 -0.64% Q4 2025 Jan 30, 2026
Lineweaver Wealth Advisors, LLC History Added to 314,681 19,135 2.59% 2.67% 157 +6,900 2.24% Q4 2025 Jan 14, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 308,574 18,758 8.77% 6.48% 158 +130,745 73.52% Q4 2025 Jan 26, 2026
Rothschild Wealth LLC History Added to 307,234 18,682 1.8% 3.23% 159 +57,135 22.84% Q4 2025 Feb 17, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 300,135 18,251 2.76% 2.85% 160 -5,099 -1.67% Q4 2025 Jan 13, 2026
Claro Advisors Inc. History Added to 298,406 18,146 2.47% 2.26% 161 +36,825 14.08% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 298,086 18,126 0.39% 0.41% 162 -15,752 -5.02% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Added to 295,655 17,978 0.44% 0.38% 163 +46,229 18.53% Q4 2025 Jan 29, 2026
Invst, LLC History Reduced 294,672 17,918 1.95% 2.17% 164 -27,869 -8.64% Q4 2025 Feb 11, 2026
Eldridge Investment Advisors, Inc. History Added to 293,970 17,876 3.94% 3.84% 165 +9,391 3.3% Q4 2025 Feb 11, 2026
Elevated Financial Group LLC History New 289,095 17,579 6.08% — 166 +289,095 New Q4 2025 Jan 29, 2026
Van Hulzen Asset Management, LLC History Added to 288,602 17,549 1.29% 1.21% 167 +14,656 5.35% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Added to 286,778 17,438 0.3% 0.27% 168 +32,761 12.9% Q4 2025 Jan 22, 2026
Ancora Advisors LLC History Added to 285,472 17,359 0.36% 0.28% 169 +46,032 19.22% Q4 2025 Feb 17, 2026
JT Stratford LLC History Added to 285,099 17,336 2.23% 0.23% 170 +256,308 890.24% Q4 2025 Feb 12, 2026
Weil Company, Inc. History Added to 279,280 16,983 3.91% 3.49% 171 +34,210 13.96% Q4 2025 Jan 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 275,295 16,889 0.79% — 172 +275,295 New Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 275,471 16,751 0.27% 0.06% 173 +223,019 425.19% Q4 2025 Mar 12, 2026
Bay Harbor Wealth Management, LLC History Added to 271,348 16,500 4.31% 4.24% 174 +6,411 2.42% Q4 2025 Feb 02, 2026
WealthShield Partners, LLC History Added to 270,918 16,474 1.82% 1.77% 175 +6,657 2.52% Q4 2025 Feb 03, 2026
Snowden Capital Advisors LLC History Added to 269,255 16,373 0.42% 0.43% 176 +5,172 1.96% Q4 2025 Feb 17, 2026
Financial Enhancement Group LLC History Added to 269,796 16,301 2.12% 1.76% 177 +49,652 22.55% Q4 2025 Jan 23, 2026
Gilbert Capital Group, Inc. History Added to 250,397 15,226 11.44% 5.46% 178 +131,082 109.86% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Added to 248,511 15,111 0.28% 0.3% 179 +4,806 1.97% Q4 2025 Feb 03, 2026
Qube Research & Technologies Ltd History Reduced 241,147 14,664 0.01% 0.02% 180 -71,363 -22.84% Q4 2025 Feb 17, 2026
JMAC ENTERPRISES LLC History Added to 237,793 14,460 2.76% 2.73% 181 +4,324 1.85% Q4 2025 Jan 21, 2026
Beacon Bridge Wealth Partners, LLC History Added to 236,391 14,374 4.78% 4.02% 182 +45,361 23.75% Q4 2025 Jan 27, 2026
Synergy Investment Management, LLC History Added to 236,090 14,356 5.08% 4.58% 183 +33,404 16.48% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Added to 233,668 14,209 0.12% 0.12% 184 +26,555 12.82% Q4 2025 Feb 17, 2026
McNaughton Wealth Management, LLC History Added to 232,851 14,159 5.83% 5.31% 185 +20,116 9.46% Q4 2025 Jan 12, 2026
BCGM Wealth Management, LLC History Added to 232,755 14,153 3.61% 3.57% 186 +763 0.33% Q4 2025 Jan 07, 2026
Fortitude Financial, LLC History Added to 232,569 14,142 12.0% 10.74% 187 +12,089 5.48% Q4 2025 Jan 27, 2026
hemming& Wealth Management, Inc. History New 231,014 14,047 9.61% — 188 +231,014 New Q4 2025 Mar 03, 2026
Mayflower Financial Advisors, LLC History Added to 230,375 14,009 1.69% 1.66% 189 +6,733 3.01% Q4 2025 Jan 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 227,676 13,844 0.21% 0.23% 190 -23,212 -9.25% Q4 2025 Jan 22, 2026
Vigilare Wealth Management History Added to 227,510 13,834 4.65% 2.92% 191 +84,965 59.61% Q4 2025 Jan 07, 2026
Able Wealth Management LLC History Added to 225,523 13,714 4.34% 3.98% 192 +46,458 25.94% Q4 2025 Jan 27, 2026
Modern Wealth Management, LLC History Added to 223,815 13,610 0.25% 0.17% 193 +81,738 57.53% Q4 2025 Feb 17, 2026
BridgePort Financial Solutions, LLC History Added to 220,770 13,425 3.61% 3.5% 194 +577 0.26% Q4 2025 Jan 16, 2026
Tull Financial Group, Inc. History Added to 220,749 13,423 5.75% 5.52% 195 +9,646 4.57% Q4 2025 Feb 12, 2026
Shira Ridge Wealth Management History Added to 220,321 13,397 5.38% 2.91% 196 +104,503 90.23% Q4 2025 Jan 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 220,000 13,378 0.04% 0.04% 197 +20,000 10.0% Q4 2025 Jan 26, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 217,733 13,240 3.8% 2.58% 198 +76,903 54.61% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History Reduced 216,979 13,194 0.56% 0.96% 199 -270,549 -55.49% Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 214,615 13,050 0.06% 0.06% 200 +17,553 8.91% Q4 2025 Feb 12, 2026
Cobblestone Asset Management LLC History Reduced 211,765 12,877 5.78% 5.73% 201 -24 -0.01% Q4 2025 Jan 15, 2026
Ameritas Advisory Services, LLC History Reduced 210,099 12,776 0.48% 1.1% 202 -73,743 -25.98% Q4 2025 Feb 04, 2026
Quadrant Private Wealth Management, LLC History Added to 210,090 12,775 2.09% 1.99% 203 +26,374 14.36% Q4 2025 Jan 26, 2026
BNP Paribas Asset Management Holding S.A. History No change 207,046 12,590 0.01% 0.03% 204 0 0.0% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 202,830 12,334 0.37% 0.36% 205 +3,357 1.68% Q4 2025 Jan 16, 2026
Vertex Planning Partners, LLC History Added to 201,736 12,267 2.85% 2.24% 206 +4,730 2.4% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Added to 199,269 12,118 0.34% 0.67% 207 +20,044 11.18% Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 199,131 12,109 1.44% 1.17% 208 +44,886 29.1% Q4 2025 Jan 26, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 197,237 11,993 3.6% 3.76% 209 -3,957 -1.97% Q4 2025 Jan 23, 2026
Csenge Advisory Group History Added to 196,943 11,976 0.54% 0.52% 210 +11,456 6.18% Q4 2025 Feb 06, 2026
Foundry Financial Group, Inc. History Added to 191,117 11,621 5.82% 5.19% 211 +24,083 14.42% Q4 2025 Feb 04, 2026
Gen-Wealth Partners Inc History Added to 190,549 11,587 3.71% 3.27% 212 +27,089 16.57% Q4 2025 Feb 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 185,633 11,499 3.35% 3.14% 213 +30,578 19.72% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History New 189,089 11,498 0.02% — 214 +189,089 New Q4 2025 Feb 17, 2026
Peak Wealth Management LLC History New 188,961 11,490 9.6% — 215 +188,961 New Q4 2025 Feb 04, 2026
Maia Wealth LLC History Reduced 186,260 11,281 1.93% 2.26% 216 -34,628 -15.68% Q4 2025 Feb 17, 2026
LiftPoint Family Wealth Advisors LLC History New 185,396 11,273 9.62% — 217 +185,396 New Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 185,204 11,262 0.39% 0.39% 218 +2,604 1.43% Q4 2025 Jan 12, 2026
Ridgeline Wealth Planning, LLC History Added to 183,577 11,163 7.97% 7.58% 219 +13,055 7.66% Q4 2025 Feb 03, 2026
Hobbs Wealth Management, LLC History Added to 182,871 11,120 10.83% 8.51% 220 +11,411 6.66% Q4 2025 Jan 29, 2026
Keebeck Wealth Management History Added to 179,794 10,933 1.26% 1.21% 221 +6,945 4.02% Q4 2025 Feb 17, 2026
Sterling Group Wealth Management, LLC History Added to 178,409 10,849 5.25% 5.05% 222 +6,251 3.63% Q4 2025 Jan 27, 2026
True Vision MN LLC History Reduced 178,375 10,846 5.51% 5.52% 223 -677 -0.38% Q4 2025 Jan 14, 2026
Baird Financial Group, Inc. History Added to 178,257 10,839 0.02% 0.02% 224 +12,989 7.86% Q4 2025 Feb 13, 2026
Argent Trust Co History Added to 175,170 10,652 0.37% 0.2% 225 +78,300 80.83% Q4 2025 Feb 10, 2026
Daviman Financial, LLC History New 174,909 10,636 6.24% — 226 +174,909 New Q4 2025 Feb 06, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 172,177 10,470 2.25% 0.56% 227 +144,421 520.32% Q4 2025 Feb 12, 2026
CORE WEALTH ADVISORS, LLC History New 170,761 10,383 8.18% — 228 +170,761 New Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 169,632 10,315 0.36% 0.32% 229 +22,004 14.91% Q4 2025 Jan 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 169,110 10,283 1.15% 0.93% 230 +33,523 24.72% Q4 2025 Jan 08, 2026
SWP FINANCIAL LLC History Reduced 168,816 10,265 5.15% 5.22% 231 -4,355 -2.51% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 168,549 10,249 0.2% 0.2% 232 +852 0.51% Q4 2025 Feb 12, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 167,773 10,202 4.34% 4.42% 233 +1,402 0.84% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Added to 165,354 10,055 0.2% 0.2% 234 +15,900 10.64% Q4 2025 Feb 09, 2026
Edge Financial Advisors LLC History Added to 164,620 10,005 4.21% 4.11% 235 +9,618 6.21% Q4 2025 Jan 28, 2026
Blue Edge Capital, LLC History Added to 163,032 9,913 1.33% 1.16% 236 +24,966 18.08% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 162,852 9,903 0.22% 0.24% 237 +7,151 4.59% Q4 2025 Feb 06, 2026
ADE, LLC History New 161,264 9,806 4.75% — 238 +161,264 New Q4 2025 Feb 10, 2026
IFG Advisory, LLC History Added to 160,943 9,786 0.43% 0.41% 239 +7,300 4.75% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 160,785 9,777 0.01% 0.02% 240 +1,088 0.68% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 159,065 9,672 1.12% 0.21% 241 +138,272 664.99% Q4 2025 Feb 13, 2026
Goodman Advisory Group, LLC History Added to 157,617 9,584 2.36% 2.27% 242 +3,879 2.52% Q4 2025 Feb 11, 2026
EHRLICH FINANCIAL GROUP History Added to 156,797 9,534 5.43% 5.4% 243 +3,085 2.01% Q4 2025 Jan 06, 2026
Selby Wealth Management, LLC History New 155,852 9,477 3.82% — 244 +155,852 New Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 154,567 9,399 6.79% — 245 +154,567 New Q4 2025 Jan 15, 2026
J.E. Simmons & Co., P.C. History New 154,544 9,397 6.09% — 246 +154,544 New Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 153,754 9,349 0.43% 0.03% 247 +147,992 2568.41% Q4 2025 Feb 17, 2026
Spectrum Planning & Advisory Services Inc. History Added to 153,118 9,311 4.79% 5.09% 248 +912 0.6% Q4 2025 Feb 10, 2026
M1 Capital Management LLC History Added to 152,586 9,278 3.87% 3.6% 249 +11,774 8.36% Q4 2025 Feb 13, 2026
Centurion Wealth Management LLC History Added to 152,553 9,276 2.03% 1.94% 250 +8,577 5.96% Q4 2025 Jan 14, 2026
SkyOak Wealth, LLC History Reduced 150,577 9,156 1.65% 1.7% 251 -1,318 -0.87% Q4 2025 Feb 05, 2026
JPL Wealth Management, LLC History Added to 150,240 9,136 2.23% 0.06% 252 +146,096 3525.48% Q4 2025 Feb 12, 2026
CURTIS WEALTH MANAGEMENT LLC History New 149,125 9,133 7.95% — 253 +149,125 New Q4 2025 Feb 11, 2026
First Heartland Consultants, Inc. History Added to 147,200 8,951 0.68% 0.55% 254 +32,392 28.21% Q4 2025 Jan 09, 2026
Sowell Financial Services LLC History Reduced 146,211 8,891 0.33% 0.37% 255 -17,364 -10.62% Q4 2025 Jan 21, 2026
4J Wealth Management LLC History Added to 145,895 8,871 5.08% 4.4% 256 +19,481 15.41% Q4 2025 Jan 15, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 143,177 8,706 2.31% 2.14% 257 +21,730 17.89% Q4 2025 Jan 12, 2026
Genesis Wealth Advisors, LLC History Added to 142,803 8,683 5.95% 5.84% 258 +2,973 2.13% Q4 2025 Feb 13, 2026
Bedminster, LLC History New 142,711 8,678 7.97% — 259 +142,711 New Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 142,398 8,659 0.01% 0.0% 260 +138,203 3294.47% Q4 2025 Feb 18, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 141,040 8,576 3.21% 3.33% 261 -1,682 -1.18% Q4 2025 Jan 08, 2026
Advisory Services Network, LLC History Added to 140,257 8,529 0.12% 0.12% 262 +6,530 4.88% Q4 2025 Feb 17, 2026
Braun-Bostich & Associates Inc. History Added to 140,025 8,514 5.26% 5.22% 263 +148 0.11% Q4 2025 Jan 14, 2026
Etesian Wealth Advisors, Inc. History Added to 139,427 8,478 2.66% 2.46% 264 +13,740 10.93% Q4 2025 Feb 11, 2026
Alternative Investment Advisors, LLC. History New 138,903 8,446 3.63% — 265 +138,903 New Q4 2025 Feb 24, 2026
Central Pacific Bank - Trust Division History Added to 137,546 8,364 1.03% 0.86% 266 +17,815 14.88% Q4 2025 Jan 07, 2026
Shared Vision Wealth Group LLC History Reduced 135,178 8,279 3.35% 3.39% 267 -560 -0.41% Q4 2025 Feb 11, 2026
Finhabits Advisors LLC History New 135,245 8,224 7.72% — 268 +135,245 New Q4 2025 Jan 29, 2026
KM Capital Management Ltd. History Reduced 135,072 8,213 4.2% 4.49% 269 -29,050 -17.7% Q4 2025 Feb 17, 2026
Lantz Financial LLC History Added to 134,000 8,148 1.72% 1.65% 270 +8,065 6.4% Q4 2025 Jan 14, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 131,714 8,009 2.52% 0.75% 271 +78,822 149.02% Q4 2025 Feb 02, 2026
ORG Partners LLC History Added to 131,366 7,990 1.41% 1.15% 272 +27,054 25.94% Q4 2025 Jan 14, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 131,679 7,989 1.52% 1.09% 273 +93 0.07% Q4 2025 Feb 02, 2026
Simplicity Wealth,LLC History Added to 131,072 7,970 0.48% 0.39% 274 +16,009 13.91% Q4 2025 Jan 30, 2026
Bedell Frazier Investment Counselling, LLC History New 130,191 7,916 1.53% — 275 +130,191 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Group, LLC History Added to 129,753 7,890 0.54% 0.44% 276 +19,835 18.05% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Reduced 126,589 7,697 0.01% 0.01% 277 -8,811 -6.51% Q4 2025 Feb 11, 2026
Creative Planning History Added to 123,872 7,532 0.01% 0.01% 278 +10,072 8.85% Q4 2025 Feb 17, 2026
A4 Wealth Advisors LLC History Added to 122,602 7,455 6.45% 3.61% 279 +50,178 69.28% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 118,605 7,212 0.45% 0.47% 280 +7,727 6.97% Q4 2025 Feb 11, 2026
PFG Advisors History Added to 117,441 7,141 0.35% 0.26% 281 +8,474 7.78% Q4 2025 Jan 27, 2026
B&D White Capital Company, LLC History Reduced 117,415 7,140 0.83% 1.07% 282 -24,154 -17.06% Q4 2025 Feb 13, 2026
5T Wealth, LLC History Added to 116,291 7,069 2.82% 2.89% 283 +4,113 3.67% Q4 2025 Jan 27, 2026
FORTE ASSET MANAGEMENT LLC History Added to 116,227 7,067 3.21% 3.28% 284 +1,179 1.02% Q4 2025 Jan 16, 2026
ArborFi Advisors, LLC History Reduced 115,171 7,003 5.68% 5.6% 285 -1,076 -0.93% Q4 2025 Jan 29, 2026
Sculati Wealth Management, LLC History Added to 114,219 6,945 2.45% 2.25% 286 +6,541 6.07% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History Added to 112,315 6,829 0.76% 0.77% 287 +16,068 16.69% Q4 2025 Feb 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 111,440 6,776 1.67% 0.92% 288 +42,829 62.42% Q4 2025 Jan 08, 2026
Diversify Advisory Services, LLC History Added to 110,636 6,762 0.21% 0.19% 289 +16,563 17.61% Q4 2025 Jan 23, 2026
Payne Capital LLC History Added to 108,238 6,581 6.7% 6.25% 290 +4,179 4.02% Q4 2025 Jan 20, 2026
KICKSTAND VENTURES, LLC. History Added to 107,437 6,533 1.38% 1.32% 291 +6,141 6.06% Q4 2025 Jan 29, 2026
THEORY FINANCIAL LLC History Added to 106,128 6,500 2.19% 2.18% 292 +2,159 2.08% Q4 2025 Feb 10, 2026
Pinion Investment Advisors, LLC History Added to 106,797 6,494 1.58% 1.41% 293 +20,536 23.81% Q4 2025 Jan 29, 2026
Hoxton Planning & Management, LLC History Added to 106,705 6,488 1.94% 2.01% 294 +923 0.87% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Reduced 106,616 6,483 0.11% 0.12% 295 -9,195 -7.94% Q4 2025 Feb 09, 2026
Portfolio Resources Advisor Group, Inc. History New 105,822 6,435 6.43% — 296 +105,822 New Q4 2025 Feb 13, 2026
Millington Financial Advisors, LLC History Added to 103,067 6,345 2.81% 2.3% 297 +22,283 27.58% Q4 2025 Feb 09, 2026
Davis Wealth Advisors, LLC History New 102,771 6,249 5.2% — 298 +102,771 New Q4 2025 Feb 17, 2026
Retirement Wealth Solutions LLC History Added to 102,723 6,246 3.95% 3.9% 299 +2,536 2.53% Q4 2025 Jan 07, 2026
Dai-ichi Life Insurance Company, Ltd History New 101,812 6,191 0.16% — 300 +101,812 New Q4 2025 Feb 17, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 100,797 6,129 1.92% 1.87% 301 +5,568 5.85% Q4 2025 Jan 12, 2026
NATIXIS ADVISORS, LLC History Added to 99,585 6,056 0.01% 0.0% 302 +84,105 543.31% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Added to 99,464 6,048 0.07% 0.06% 303 +21,573 27.7% Q4 2025 Jan 26, 2026
Redwood Investment Management, LLC History Added to 99,258 6,036 0.68% 0.48% 304 +24,029 31.94% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Reduced 98,586 5,995 0.32% 0.33% 305 -361 -0.36% Q4 2025 Jan 07, 2026
Heck Capital Advisors, LLC History Added to 98,386 5,982 0.45% 0.43% 306 +4,408 4.69% Q4 2025 Jan 16, 2026
Avidian Wealth Enterprises, LLC History Reduced 98,131 5,967 0.22% 0.24% 307 -7,812 -7.37% Q4 2025 Feb 02, 2026
Frisch Financial Group, Inc. History Added to 97,744 5,943 1.33% 0.72% 308 +45,097 85.66% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Added to 96,169 5,943 0.93% 0.86% 309 +8,025 9.1% Q4 2025 Feb 02, 2026
UPTICK PARTNERS, LLC History New 97,544 5,931 1.26% — 310 +97,544 New Q4 2025 Feb 02, 2026
Visionary Wealth Advisors History Reduced 96,714 5,881 0.26% 0.27% 311 -990 -1.01% Q4 2025 Feb 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 96,464 5,865 0.28% 0.32% 312 -13,082 -11.94% Q4 2025 Feb 10, 2026
FFG RETIREMENT ADVISORS LLC History Added to 95,543 5,809 3.6% 3.39% 313 +3,248 3.52% Q4 2025 Jan 12, 2026
Wealth Quarterback LLC History Added to 94,075 5,720 2.06% 2.15% 314 +345 0.37% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History Added to 92,086 5,599 0.11% 0.07% 315 +43,719 90.39% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 89,355 5,433 0.34% 0.33% 316 +5,319 6.33% Q4 2025 Feb 06, 2026
IMA Advisory Services, Inc. History New 88,924 5,407 0.52% — 317 +88,924 New Q4 2025 Feb 11, 2026
Evernest Financial Advisors, LLC History Added to 86,502 5,358 1.12% 0.19% 318 +75,227 667.2% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Reduced 87,445 5,317 2.85% 2.89% 319 -1,246 -1.4% Q4 2025 Feb 24, 2026
RCS Financial Planning, LLC History Added to 86,670 5,270 2.27% 2.1% 320 +6,385 7.95% Q4 2025 Jan 15, 2026
Sheridan Capital Management, LLC History Reduced 85,629 5,207 2.64% 2.78% 321 -3,144 -3.54% Q4 2025 Jan 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 83,290 5,066 1.64% 2.26% 322 +141 0.17% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 83,125 5,054 0.17% 0.14% 323 +14,176 20.56% Q4 2025 Jan 14, 2026
Hoese & Co LLP History Added to 83,030 5,049 3.6% 1.01% 324 +60,737 272.45% Q4 2025 Jan 14, 2026
Archer Investment Management, LLC History New 83,023 5,048 2.72% — 325 +83,023 New Q4 2025 Jan 12, 2026
WealthPoint Financial, LLC History New 80,308 4,883 4.25% — 326 +80,308 New Q4 2025 Feb 19, 2026
McKinley Carter Wealth Services, Inc. History New 80,215 4,877 0.27% — 327 +80,215 New Q4 2025 Feb 06, 2026
Trinity Wealth Management, LLC History Added to 79,921 4,859 1.79% 1.72% 328 +2,457 3.17% Q4 2025 Jan 15, 2026
Chatterton & Associates Inc. History New 77,905 4,737 4.06% — 329 +77,905 New Q4 2025 Jan 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 77,541 4,715 0.0% 0.0% 330 +72,016 1303.46% Q4 2025 Feb 17, 2026
Alpha Financial Partners, LLC History Added to 77,373 4,705 2.87% 1.2% 331 +46,241 148.53% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 77,176 4,693 0.21% 0.2% 332 -2,641 -3.31% Q4 2025 Feb 17, 2026
ERn Financial, LLC History Added to 77,151 4,691 0.88% 0.85% 333 +4,127 5.65% Q4 2025 Jan 15, 2026
J.W. COLE ADVISORS, INC. History Added to 78,122 4,662 0.11% 0.07% 334 +17,391 28.64% Q4 2025 Feb 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 75,879 4,614 0.22% — 335 +75,879 New Q4 2025 Feb 12, 2026
LifePlan Investment Advisors, Inc. History Added to 75,416 4,586 1.87% 1.8% 336 +2,857 3.94% Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 73,713 4,482 0.21% 0.2% 337 +1,523 2.11% Q4 2025 Feb 17, 2026
BLALOCK WILLIAMS, LLC History Added to 72,931 4,434 3.55% 3.47% 338 +5,944 8.87% Q4 2025 Feb 02, 2026
LEIGH BALDWIN & CO., LLC History Added to 72,897 4,433 2.91% 2.08% 339 +10,358 16.56% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 72,798 4,426 0.06% 0.21% 340 -112,106 -60.63% Q4 2025 Feb 06, 2026
Integrity Advisory Solutions, LLC History Added to 72,096 4,384 0.63% 0.53% 341 +15,494 27.37% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 71,389 4,341 0.05% 0.05% 342 +3,014 4.41% Q4 2025 Feb 02, 2026
BUSH INVESTMENT GROUP, LLC History Added to 71,279 4,334 2.42% 2.47% 343 +909 1.29% Q4 2025 Mar 05, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 71,084 4,322 0.0% 0.0% 344 -192 -0.27% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 70,985 4,316 0.05% 0.01% 345 +61,630 658.79% Q4 2025 Feb 11, 2026
Mosley Wealth Management History New 72,349 4,306 1.97% — 346 +72,349 New Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 70,674 4,297 0.06% 0.05% 347 +2,279 3.33% Q4 2025 Feb 02, 2026
BlackDiamond Wealth Management, LLC History Added to 68,502 4,243 2.07% 2.04% 348 +5,325 8.43% Q4 2025 Feb 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 69,374 4,218 0.11% 0.11% 349 +5,159 8.03% Q4 2025 Feb 13, 2026
Commonwealth Retirement Investments LLC History Added to 69,083 4,200 1.35% 1.26% 350 +6,306 10.05% Q4 2025 Feb 11, 2026
WEALTHGARDEN F.S. LLC History Added to 67,866 4,156 2.74% 2.77% 351 +2,491 3.81% Q4 2025 Feb 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 67,934 4,131 1.5% 1.02% 352 +27,859 69.52% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Added to 67,474 4,103 0.13% 0.1% 353 +11,486 20.52% Q4 2025 Jan 09, 2026
WealthPLAN Partners, LLC History Added to 66,896 4,067 0.61% 0.54% 354 +6,133 10.09% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 66,805 4,062 0.03% — 355 +66,805 New Q4 2025 Feb 18, 2026
Curtis Advisory Group, LLC History New 66,780 4,060 0.85% — 356 +66,780 New Q4 2025 Jan 23, 2026
Concorde Asset Management, LLC History Added to 66,748 4,058 1.62% 1.53% 357 +4,771 7.7% Q4 2025 Feb 13, 2026
BCU Wealth Advisors, LLC History Added to 66,634 4,052 1.55% 1.57% 358 +1,122 1.71% Q4 2025 Jan 30, 2026
Tyche Wealth Partners LLC History Added to 66,496 4,043 0.64% 0.56% 359 +12,954 24.19% Q4 2025 Jan 23, 2026
Richmond Investment Services, LLC History Added to 66,475 4,042 0.7% 0.62% 360 +10,356 18.45% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 66,216 4,026 0.19% 0.17% 361 -1,642 -2.42% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 65,443 4,002 0.11% 0.07% 362 +21,122 47.66% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Added to 65,298 3,970 0.1% 0.03% 363 +45,358 227.47% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 64,600 3,928 0.01% 0.0% 364 +18,000 38.63% Q4 2025 Feb 12, 2026
Summit Wealth Partners, LLC History Added to 64,200 3,904 0.72% 0.34% 365 +32,448 102.19% Q4 2025 Jan 27, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 64,027 3,893 1.29% 0.95% 366 +16,702 35.29% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Added to 63,472 3,887 0.15% 0.17% 367 +17,598 38.36% Q4 2025 Feb 13, 2026
Strategic Financial Concepts, LLC History New 63,330 3,851 3.52% — 368 +63,330 New Q4 2025 Feb 09, 2026
Keystone Wealth Services, LLC History Added to 62,336 3,790 0.8% 0.78% 369 +1,967 3.26% Q4 2025 Jan 26, 2026
XY Planning Network, Inc. History New 61,222 3,722 0.65% — 370 +61,222 New Q4 2025 Jan 26, 2026
COMERICA BANK History Added to 60,454 3,676 0.01% 0.01% 371 +9,316 18.22% Q4 2025 Jan 29, 2026
Pallas Capital Advisors LLC History Reduced 60,211 3,661 0.12% 0.13% 372 -9 -0.01% Q4 2025 Jan 14, 2026
Brookwood Investment Group LLC History Added to 59,591 3,623 0.43% 0.37% 373 +11,068 22.81% Q4 2025 Jan 22, 2026
J.M. Arbour, LLC History New 58,534 3,559 3.55% — 374 +58,534 New Q4 2025 Jan 26, 2026
Connecticut Capital Management Group, LLC History New 57,654 3,505 3.36% — 375 +57,654 New Q4 2025 Feb 09, 2026
Vantage Point Financial LLC History Added to 57,439 3,492 1.25% 1.16% 376 +6,987 13.85% Q4 2025 Feb 02, 2026
BEACON FINANCIAL PLANNING, INC History Added to 56,678 3,446 1.66% 1.48% 377 +8,341 17.26% Q4 2025 Jan 22, 2026
PACIFIC FINANCIAL GROUP INC History New 56,416 3,430 1.91% — 378 +56,416 New Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Added to 56,172 3,415 0.16% 0.14% 379 +12,415 28.37% Q4 2025 Jan 12, 2026
Optivise Advisory Services LLC History Added to 55,116 3,351 1.93% 1.77% 380 +4,818 9.58% Q4 2025 Jan 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 53,986 3,324 0.0% 0.0% 381 +26,119 93.73% Q4 2025 Jan 08, 2026
Interchange Capital Partners, LLC History Reduced 54,450 3,310 0.61% 0.64% 382 -1,028 -1.85% Q4 2025 Jan 30, 2026
HSBC HOLDINGS PLC History Added to 54,331 3,303 0.0% 0.0% 383 +563 1.05% Q4 2025 Mar 20, 2026
Clear Creek Financial Management, LLC History Added to 54,120 3,291 0.27% 0.28% 384 +410 0.76% Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History Reduced 53,968 3,281 0.18% 0.19% 385 -293 -0.54% Q4 2025 Jan 14, 2026
MATHER GROUP, LLC. History Added to 52,466 3,190 0.03% 0.03% 386 +1,741 3.43% Q4 2025 Jan 13, 2026
Venturi Wealth Management, LLC History Reduced 52,009 3,162 0.14% 0.14% 387 -568 -1.08% Q4 2025 Jan 22, 2026
Per Stirling Capital Management, LLC. History Added to 51,369 3,123 0.35% 0.29% 388 +10,925 27.01% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 51,181 3,112 0.09% 0.09% 389 +6,092 13.51% Q4 2025 Feb 12, 2026
Houlihan Financial Resource Group, Ltd. History Added to 50,925 3,110 1.18% 1.0% 390 +31,740 165.44% Q4 2025 Feb 10, 2026
OMNI 360 Wealth, Inc. History Added to 51,078 3,109 1.59% 1.46% 391 +7,040 15.99% Q4 2025 Jan 29, 2026
Merkkuri Wealth Advisors LLC History Reduced 50,615 3,077 2.09% 2.3% 392 -2,930 -5.47% Q4 2025 Jan 29, 2026
Gotham Asset Management, LLC History Reduced 50,491 3,070 0.01% 0.02% 393 -8,082 -13.8% Q4 2025 Feb 17, 2026
EVERPAR ADVISORS LLC History Added to 50,141 3,049 1.13% 0.3% 394 +37,239 288.63% Q4 2025 Jan 07, 2026
Betterment LLC History Added to 50,131 3,048 0.01% 0.01% 395 +2,228 4.65% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History Added to 50,035 3,042 0.27% 0.23% 396 +5,533 12.43% Q4 2025 Jan 26, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 49,837 3,030 0.95% 0.93% 397 +3,090 6.61% Q4 2025 Jan 07, 2026
Emergent Wealth Advisors, LLC History Added to 48,890 2,973 1.67% 1.2% 398 +13,904 39.74% Q4 2025 Jan 14, 2026
EP Wealth Advisors, LLC History New 48,849 2,970 0.02% — 399 +48,849 New Q4 2025 Feb 18, 2026
United Advisor Group, LLC History Added to 48,463 2,947 0.37% 0.37% 400 +1,841 3.95% Q4 2025 Jan 26, 2026
REGIMEN WEALTH, LLC History Reduced 48,220 2,932 0.86% 0.85% 401 -168 -0.35% Q4 2025 Feb 09, 2026
Balance Wealth, LLC History Added to 48,196 2,930 0.94% 0.69% 402 +1,028 2.18% Q4 2025 Jan 21, 2026
WealthTrak Capital Management LLC History Added to 48,102 2,925 2.09% 2.21% 403 +2,808 6.2% Q4 2025 Feb 10, 2026
W ADVISORS, LLC History Added to 47,837 2,908 1.46% 1.41% 404 +2,637 5.83% Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 47,748 2,903 0.31% 0.29% 405 +3,878 8.84% Q4 2025 Jan 28, 2026
Clearview Wealth Advisors LLC History Added to 47,637 2,896 1.84% 1.68% 406 +3,391 7.66% Q4 2025 Feb 17, 2026
SUTTON PLACE INVESTORS LLC History Reduced 47,304 2,876 1.58% 1.66% 407 -2,024 -4.1% Q4 2025 Jan 21, 2026
GOLDMAN SACHS GROUP INC History Added to 46,699 2,839 0.0% 0.0% 408 +21,666 86.55% Q4 2025 Mar 25, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 46,648 2,836 0.07% 0.07% 409 -437 -0.93% Q4 2025 Feb 09, 2026
Yukon Wealth Management, Inc. History Added to 46,391 2,824 1.63% 0.83% 410 +3,605 8.43% Q4 2025 Feb 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 44,713 2,718 0.03% 0.03% 411 +2,889 6.91% Q4 2025 Feb 02, 2026
Signal Advisors Wealth, LLC History Reduced 44,569 2,710 0.22% 0.25% 412 -1,555 -3.37% Q4 2025 Jan 13, 2026
Cassilly Financial Group LLC History New 43,093 2,620 2.32% — 413 +43,093 New Q4 2025 Jan 15, 2026
Sovereign Financial Group, Inc. History Reduced 43,028 2,616 0.45% 0.49% 414 -1,306 -2.95% Q4 2025 Jan 07, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 42,404 2,578 1.04% 0.57% 415 +19,755 87.22% Q4 2025 Jan 22, 2026
Tempus Wealth Planning, LLC History Added to 42,136 2,562 0.59% 0.54% 416 +2,168 5.42% Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 41,689 2,535 0.0% 0.0% 417 +34,085 448.25% Q4 2025 Feb 06, 2026
Raleigh Capital Management Inc. History Added to 41,521 2,524 0.92% 0.89% 418 +1,921 4.85% Q4 2025 Jan 21, 2026
Vantus Wealth LLC History New 41,426 2,519 1.86% — 419 +41,426 New Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Added to 41,306 2,511 0.07% 0.06% 420 +1,454 3.65% Q4 2025 Jan 22, 2026
Gladstone Institutional Advisory LLC History Added to 40,985 2,492 0.09% 0.07% 421 +8,537 26.31% Q4 2025 Feb 17, 2026
Ducere Wealth Management LLC History New 40,570 2,467 0.97% — 422 +40,570 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 39,963 2,430 0.11% 0.11% 423 +1,071 2.75% Q4 2025 Feb 13, 2026
Integrated Wealth Management History New 39,628 2,409 2.71% — 424 +39,628 New Q4 2025 Mar 03, 2026
TABLEAUX LLC History New 38,784 2,365 1.67% — 425 +38,784 New Q4 2025 Feb 17, 2026
Semus Wealth Partners LLC History Added to 37,969 2,308 1.24% 1.22% 426 +1,586 4.36% Q4 2025 Jan 27, 2026
Two West Capital Advisors LLC History Added to 37,631 2,288 1.33% 1.24% 427 +3,473 10.17% Q4 2025 Jan 13, 2026
M Holdings Securities, Inc. History New 37,518 2,281 0.16% — 428 +37,518 New Q4 2025 Feb 11, 2026
John W. Brooker & Co., CPAs History Reduced 37,174 2,260 4.05% 4.87% 429 -3,307 -8.17% Q4 2025 Jan 13, 2026
Onyx Bridge Wealth Group LLC History Added to 36,750 2,234 0.24% 0.23% 430 +1,149 3.23% Q4 2025 Feb 18, 2026
Rede Wealth, LLC History New 36,690 2,231 0.78% — 431 +36,690 New Q4 2025 Jan 23, 2026
Accelerate Investment Advisors LLC History Added to 36,577 2,224 1.5% 1.42% 432 +1,296 3.67% Q4 2025 Jan 12, 2026
Atlatl Advisers LLC History Added to 36,563 2,223 0.85% 0.75% 433 +4,873 15.38% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 36,319 2,208 0.17% 0.24% 434 -20,410 -35.98% Q4 2025 Jan 23, 2026
Aspire Private Capital, LLC History Reduced 35,925 2,184 0.49% 0.46% 435 -2,135 -5.61% Q4 2025 Jan 16, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 35,069 2,132 0.98% 1.09% 436 -1,354 -3.72% Q4 2025 Feb 17, 2026
RCW Management, LLC History New 34,737 2,112 2.13% — 437 +34,737 New Q4 2025 Jan 30, 2026
Arete Wealth Advisors, LLC History Added to 34,118 2,075 0.13% 0.11% 438 +3,275 10.62% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 34,099 2,073 0.22% 0.19% 439 +4,943 16.95% Q4 2025 Feb 13, 2026
FSA WEALTH PARTNERS, INC. History Added to 34,030 2,069 0.74% 0.45% 440 +14,234 71.9% Q4 2025 Jan 30, 2026
Beacon Financial Advisory LLC History Added to 34,031 2,069 0.48% 0.44% 441 +1,631 5.03% Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History Reduced 33,863 2,059 1.58% 1.59% 442 -1,025 -2.94% Q4 2025 Jan 12, 2026
Goldstein Advisors, LLC History Reduced 33,132 2,014 0.23% 0.24% 443 -158 -0.47% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 32,513 1,977 0.53% 0.32% 444 +19,613 152.04% Q4 2025 Feb 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 31,680 1,926 0.02% 0.03% 445 -420 -1.31% Q4 2025 Feb 09, 2026
Catalina Capital Group, LLC History Added to 31,647 1,924 1.17% 0.99% 446 +4,243 15.48% Q4 2025 Jan 16, 2026
Kentucky Trust Co History Added to 31,593 1,921 1.02% 0.07% 447 +29,528 1429.93% Q4 2025 Jan 21, 2026
RDA Financial Network History Added to 31,316 1,904 0.46% 0.46% 448 +54 0.17% Q4 2025 Jan 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 30,179 1,835 0.15% — 449 +30,179 New Q4 2025 Feb 12, 2026
GatePass Capital, LLC History Added to 30,173 1,834 0.95% 0.5% 450 +15,597 107.0% Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History Added to 29,939 1,833 0.18% 0.18% 451 +597 2.03% Q4 2025 Feb 17, 2026
NORTHLAND SECURITIES, INC. History New 30,072 1,828 1.75% — 452 +30,072 New Q4 2025 Jan 23, 2026
MKT Advisors LLC History Added to 29,783 1,826 0.62% 0.6% 453 +2,636 9.71% Q4 2025 Jan 08, 2026
Resurgent Financial Advisors LLC History Added to 29,711 1,806 0.91% 0.83% 454 +1,062 3.71% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 29,527 1,795 0.15% 0.08% 455 +13,958 89.65% Q4 2025 Feb 13, 2026
FWG Investments, LLC. History Added to 29,451 1,790 1.14% 0.98% 456 +5,234 21.61% Q4 2025 Jan 28, 2026
Latitude Advisors, LLC History Added to 28,983 1,762 0.78% 0.69% 457 +3,584 14.11% Q4 2025 Jan 27, 2026
LaSalle St. Investment Advisors, LLC History Added to 28,771 1,749 0.28% 0.16% 458 +13,827 92.53% Q4 2025 Feb 17, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History New 28,141 1,711 0.59% — 459 +28,141 New Q4 2025 Jan 27, 2026
VISIONARY HORIZONS, LLC History Added to 28,092 1,708 0.88% 0.8% 460 +3,733 15.32% Q4 2025 Jan 23, 2026
Hennion & Walsh Asset Management, Inc. History New 27,677 1,683 0.06% — 461 +27,677 New Q4 2025 Jan 14, 2026
Gilliland Jeter Wealth Management LLC History Added to 27,524 1,673 0.51% 0.37% 462 +7,112 34.84% Q4 2025 Jan 23, 2026
First Citizens Financial Corp History Reduced 27,498 1,672 0.83% 0.84% 463 -1,331 -4.62% Q4 2025 Jan 06, 2026
EverSource Wealth Advisors, LLC History Reduced 26,919 1,636 0.06% 0.07% 464 -3,431 -11.3% Q4 2025 Feb 06, 2026
Avantra Family Wealth, Inc. History Added to 26,819 1,630 1.18% 1.18% 465 +267 1.01% Q4 2025 Jan 21, 2026
Fairvoy Private Wealth, LLC History Added to 26,750 1,626 0.36% 0.36% 466 +370 1.4% Q4 2025 Jan 14, 2026
Harborfront Financial Group LLC History New 25,989 1,580 11.76% — 467 +25,989 New Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 25,438 1,546 0.03% 0.02% 468 +7,193 39.42% Q4 2025 Feb 06, 2026
Asempa Wealth Advisors History New 25,259 1,536 1.32% — 469 +25,259 New Q4 2025 Jan 08, 2026
MSH Capital Advisors LLC History Added to 25,238 1,534 0.33% 0.36% 470 +2,279 9.93% Q4 2025 Feb 09, 2026
Lionsbridge Wealth Management LLC History Reduced 25,196 1,532 1.55% 2.28% 471 -13,918 -35.58% Q4 2025 Jan 26, 2026
Lantern Wealth Advisors, LLC History Added to 25,154 1,529 0.81% 0.71% 472 +2,379 10.45% Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Added to 24,927 1,515 0.2% 0.18% 473 +2,082 9.11% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 24,398 1,483 0.01% 0.01% 474 +2,579 11.82% Q4 2025 Jan 12, 2026
Imprint Wealth LLC History Added to 23,950 1,456 6.8% 4.09% 475 +2,335 10.8% Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History Reduced 23,867 1,451 0.41% 0.44% 476 -8,660 -26.62% Q4 2025 Jan 12, 2026
Retirement Planning Group, LLC History Reduced 23,828 1,448 0.05% 0.05% 477 -66 -0.28% Q4 2025 Feb 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 23,549 1,432 0.07% 0.1% 478 -3,852 -14.06% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Reduced 22,753 1,390 0.07% 0.08% 479 -751 -3.2% Q4 2025 Jan 21, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 22,612 1,375 1.15% 1.03% 480 +1,500 7.1% Q4 2025 Jan 23, 2026
Avior Wealth Management, LLC History New 22,296 1,355 0.04% — 481 +22,296 New Q4 2025 Jan 06, 2026
MN Wealth Advisors, LLC History Added to 22,253 1,353 0.68% 0.66% 482 +1,307 6.24% Q4 2025 Feb 02, 2026
Traveka Wealth, LLC History Added to 22,151 1,347 0.55% 0.32% 483 +9,858 80.19% Q4 2025 Jan 08, 2026
COZAD ASSET MANAGEMENT INC History New 22,003 1,337 0.1% — 484 +22,003 New Q4 2025 Feb 13, 2026
NWAM LLC History Reduced 21,601 1,323 0.07% 0.2% 485 -40,898 -65.44% Q4 2025 Feb 04, 2026
Dentgroup LLC History Added to 21,517 1,308 0.9% 0.77% 486 +1,355 6.72% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 20,740 1,261 0.0% 0.0% 487 -1,398 -6.31% Q4 2025 Feb 17, 2026
Legacy Wealth Partners, LLC History New 20,528 1,248 0.32% — 488 +20,528 New Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 20,456 1,243 0.06% 0.06% 489 +2,046 11.11% Q4 2025 Feb 05, 2026
Fulcrum Equity Management History Reduced 20,291 1,233 1.18% 1.32% 491 -1,675 -7.63% Q4 2025 Jan 06, 2026
Gallagher Fiduciary Advisors, LLC History Added to 20,287 1,233 0.04% 0.04% 490 +485 2.45% Q4 2025 Feb 17, 2026
Cooper Financial Group History Reduced 19,837 1,206 0.13% 0.13% 492 -767 -3.72% Q4 2025 Jan 08, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 19,759 1,201 0.41% 0.71% 493 -10,599 -34.91% Q4 2025 Jan 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 19,765 1,201 0.99% 0.88% 494 +5,344 37.06% Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Added to 19,664 1,195 0.09% 0.08% 495 +1,684 9.37% Q4 2025 Jan 07, 2026
Maridea Wealth Management LLC History Added to 19,507 1,186 0.18% 0.16% 496 +2,325 13.53% Q4 2025 Jan 08, 2026
Lloyd Advisory Services, LLC. History Added to 19,459 1,183 0.46% 0.46% 497 +2,847 17.14% Q4 2025 Feb 06, 2026
Activest Wealth Management History No change 19,310 1,174 0.22% 0.23% 498 0 0.0% Q4 2025 Jan 30, 2026
Evergreen Wealth Partners LLC History New 19,033 1,157 0.97% — 499 +19,033 New Q4 2025 Feb 05, 2026
Alta Wealth Advisors LLC History New 18,959 1,152 0.38% — 500 +18,959 New Q4 2025 Feb 03, 2026
Marks Group Wealth Management, Inc History Added to 18,609 1,131 0.11% 0.02% 501 +14,884 399.57% Q4 2025 Feb 11, 2026
Skyline Advisors, Inc. History New 18,243 1,109 0.37% — 502 +18,243 New Q4 2025 Jan 12, 2026
Arcadia Wealth Management, LLC History Reduced 18,070 1,098 0.41% 0.45% 503 -1,285 -6.64% Q4 2025 Feb 03, 2026
BETO FINANCIAL GROUP, LLC History New 17,494 1,083 0.73% — 504 +17,494 New Q4 2025 Feb 10, 2026
VestGen Investment Management History Reduced 17,721 1,077 0.6% 0.68% 505 -1,288 -6.78% Q4 2025 Feb 18, 2026
BAM Wealth Management, LLC History Added to 17,589 1,069 0.77% 0.58% 506 +4,983 39.53% Q4 2025 Jan 20, 2026
Ausdal Financial Partners, Inc. History Added to 17,447 1,060 0.05% 0.05% 507 +352 2.06% Q4 2025 Feb 13, 2026
Blue Capital, Inc. History Added to 17,414 1,058 0.75% 0.55% 508 +4,831 38.39% Q4 2025 Feb 23, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 17,253 1,049 0.55% — 509 +17,253 New Q4 2025 Feb 23, 2026
Parkway Wealth Management Group, LLC History New 17,241 1,048 0.14% — 510 +17,241 New Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History Reduced 17,107 1,040 0.24% 0.26% 511 -473 -2.69% Q4 2025 Jan 27, 2026
Oregon Pacific Wealth Management, LLC History Added to 17,035 1,035 1.07% 0.57% 513 +5,954 53.73% Q4 2025 Jan 16, 2026
D.A. DAVIDSON & CO. History Added to 17,033 1,035 0.01% 0.01% 512 +1,598 10.35% Q4 2025 Jan 29, 2026
Belpointe Asset Management LLC History Reduced 16,948 1,030 0.04% 0.04% 514 -780 -4.4% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Reduced 16,948 1,030 0.15% 0.17% 515 -780 -4.4% Q4 2025 Jan 27, 2026
LANE BROTHERS & CO INC History New 16,860 1,025 0.74% — 516 +16,860 New Q4 2025 Mar 13, 2026
Aegis Wealth Management, Inc. History New 16,744 1,018 0.8% — 517 +16,744 New Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History New 16,680 1,014 0.02% — 518 +16,680 New Q4 2025 Jan 14, 2026
Cape Investment Advisory, Inc. History Added to 16,680 1,014 0.31% 0.88% 519 +1,587 10.51% Q4 2025 Feb 17, 2026
Indie Asset Partners, LLC History Added to 16,664 1,013 1.13% 0.7% 520 +7,805 88.1% Q4 2025 Feb 03, 2026
BigSur Wealth Management LLC History Reduced 16,573 1,007 0.24% 0.47% 521 -16,000 -49.12% Q4 2025 Jan 27, 2026
Talisman Wealth Advisors LLC History Added to 16,333 997 0.78% 0.52% 522 +5,728 54.01% Q4 2025 Feb 20, 2026
Pacific Excel Wealth Advisors, Inc. History New 16,072 977 1.85% — 523 +16,072 New Q4 2025 Feb 18, 2026
HRT FINANCIAL LP History Reduced 15,502 942 0.0% 0.01% 524 -13,870 -47.22% Q4 2025 Feb 12, 2026
Bison Wealth, LLC History New 16,169 940 0.11% — 525 +16,169 New Q4 2025 Mar 24, 2026
Rollins Financial Advisors, LLC History Added to 15,388 935 0.14% 0.12% 526 +1,849 13.66% Q4 2025 Feb 04, 2026
Sunbelt Securities, Inc. History Added to 15,261 928 0.06% 0.01% 527 +11,844 346.62% Q4 2025 Feb 20, 2026
FLP Wealth Management, LLC History Reduced 7,966 919 2.17% 1.99% 528 -3,978 -33.31% Q4 2025 Jan 20, 2026
Signature Wealth Management Partners, LLC History New 14,948 909 0.45% — 529 +14,948 New Q4 2025 Feb 02, 2026
Magnolia Private Wealth, LLC History New 14,926 907 0.63% — 531 +14,926 New Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Reduced 14,916 907 0.01% 0.01% 530 -692 -4.43% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 14,718 895 0.06% 0.06% 532 -907 -5.8% Q4 2025 Feb 05, 2026
Ballast Rock Private Wealth LLC History New 14,559 885 0.55% — 533 +14,559 New Q4 2025 Feb 04, 2026
Americana Partners, LLC History Reduced 14,406 876 0.02% 0.03% 534 -84 -0.58% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 14,353 872 0.0% 0.0% 535 +2,478 20.87% Q4 2025 Feb 11, 2026
Quartz Partners, LLC History Added to 13,984 850 0.32% 0.21% 536 +4,296 44.34% Q4 2025 Feb 13, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 13,821 840 0.15% 0.12% 537 +2,858 26.07% Q4 2025 Jan 16, 2026
Roxbury Financial LLC History Added to 13,810 839 0.75% 0.74% 538 +289 2.14% Q4 2025 Jan 05, 2026
StoneX Group Inc. History Added to 13,677 831 0.04% 0.03% 539 +1,421 11.59% Q4 2025 Feb 12, 2026
Rubicon Advisors, GP History New 13,545 823 0.76% — 540 +13,545 New Q4 2025 Mar 09, 2026
Robertson Stephens Wealth Management, LLC History New 13,497 820 0.02% — 541 +13,497 New Q4 2025 Feb 02, 2026
GWN SECURITIES INC. History Added to 13,410 815 0.16% 0.14% 542 +2,867 27.19% Q4 2025 Feb 11, 2026
ASL Financial, LLC History New 13,203 802 0.63% — 543 +13,203 New Q4 2025 Jan 20, 2026
Legacy Edge Advisors, LLC History New 13,156 800 0.09% — 544 +13,156 New Q4 2025 Feb 02, 2026
Riverbend Wealth Management, LLC History Added to 13,116 797 0.49% 0.4% 545 +3,480 36.11% Q4 2025 Jan 29, 2026
PFG Investments, LLC History Added to 12,758 775 0.04% 0.03% 546 +1,800 16.43% Q4 2025 Jan 26, 2026
Bank of Marin History Added to 12,647 769 0.53% 0.51% 547 +448 3.67% Q4 2025 Feb 17, 2026
Pinnacle Family Advisors, LLC History Added to 12,625 767 0.34% 0.29% 548 +1,507 13.55% Q4 2025 Feb 17, 2026
STRATEGY ASSET MANAGERS LLC History New 12,595 765 0.13% — 549 +12,595 New Q4 2025 Feb 11, 2026
Stirlingshire Investments, Inc. History New 12,433 756 0.67% — 550 +12,433 New Q4 2025 Feb 11, 2026
Empirical Asset Management, LLC History Reduced 12,194 741 0.21% 0.21% 551 -712 -5.52% Q4 2025 Feb 06, 2026
Elevation Capital Advisory, LLC History New 12,162 739 0.3% — 552 +12,162 New Q4 2025 Jan 26, 2026
TFB Advisors LLC History Added to 12,106 736 0.21% 0.17% 553 +2,130 21.35% Q4 2025 Feb 13, 2026
Wells Financial Advisors INC History Reduced 12,005 730 1.39% 1.9% 554 -12,030 -50.05% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History Added to 11,994 729 0.02% 0.03% 555 +2,115 21.41% Q4 2025 Jan 20, 2026
FRG Family Wealth Advisors LLC History New 11,895 723 0.11% — 556 +11,895 New Q4 2025 Jan 21, 2026
Goldstone Financial Group, LLC History Reduced 11,765 715 0.08% 0.08% 557 -10 -0.08% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 11,654 708 0.05% 0.04% 558 +1,736 17.5% Q4 2025 Feb 03, 2026
Syntegra Private Wealth Group, LLC History Added to 11,574 703 0.06% 0.06% 559 +25 0.22% Q4 2025 Feb 10, 2026
Accurate Wealth Management, LLC History Reduced 11,405 702 0.09% 0.1% 560 -838 -6.84% Q4 2025 Jan 14, 2026
Financial Designs Corp History New 11,439 695 0.39% — 561 +11,439 New Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History Reduced 11,227 682 0.02% 0.02% 562 -60 -0.53% Q4 2025 Feb 17, 2026
Golden State Equity Partners History Added to 11,076 673 0.11% 0.06% 563 +4,989 81.96% Q4 2025 Jan 29, 2026
Northwest Capital Management Inc History Reduced 10,785 655 2.84% 2.37% 564 -27,243 -71.64% Q4 2025 Jan 26, 2026
COWA, LLC History Reduced 10,724 652 0.2% 0.22% 565 -472 -4.22% Q4 2025 Feb 12, 2026
SMITH, MOORE & CO. History New 10,655 647 0.05% — 566 +10,655 New Q4 2025 Jan 23, 2026
Spinnaker Investment Group, LLC History Added to 10,638 646 0.12% 0.11% 567 +654 6.55% Q4 2025 Jan 12, 2026
Elevation Wealth Management LLC History New 10,598 644 0.62% — 568 +10,598 New Q4 2025 Feb 12, 2026
Pacific Park Financial, Inc. History New 10,363 630 0.39% — 569 +10,363 New Q4 2025 Jan 30, 2026
Flagship Private Wealth, LLC History New 10,222 621 0.24% — 570 +10,222 New Q4 2025 Feb 04, 2026
Apollon Financial, LLC History Added to 10,145 616 0.09% 0.04% 571 +5,645 125.44% Q4 2025 Jan 22, 2026
LongView Wealth Management History New 9,817 605 0.15% — 572 +9,817 New Q4 2025 Jan 13, 2026
Impact Partnership Wealth, LLC History Added to 9,602 583 0.07% 0.06% 573 +3,092 47.5% Q4 2025 Feb 10, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 9,447 574 1.1% 0.58% 574 +1,631 20.87% Q4 2025 Jan 21, 2026
SMART Wealth LLC History New 9,333 567 0.17% — 576 +9,333 New Q4 2025 Jan 26, 2026
Continuum Advisory, LLC History Added to 9,335 567 0.06% 0.05% 575 +1,458 18.51% Q4 2025 Feb 11, 2026
Vavra Capital Management, LLC History New 9,281 564 0.55% — 577 +9,281 New Q4 2025 Jan 22, 2026
PKS Advisory Services, LLC History Reduced 9,232 561 0.13% 0.11% 578 -34 -0.37% Q4 2025 Feb 02, 2026
BROWN ADVISORY INC History No change 9,186 558 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 9,052 550 0.52% 0.37% 580 +2,430 36.7% Q4 2025 Jan 27, 2026
Prosperity Consulting Group, LLC History Added to 8,845 537 0.02% 0.02% 581 +3,272 58.71% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 8,829 536 0.01% 0.01% 582 +195 2.26% Q4 2025 Feb 09, 2026
HAZLETT, BURT & WATSON, INC. History Added to 8,837 534 0.17% 0.0% 583 +8,778 14877.97% Q4 2025 Feb 10, 2026
NOVUS ADVISORS, LLC History Added to 8,600 522 1.17% 1.03% 585 +1,016 13.4% Q4 2025 Feb 13, 2026
WJ Wealth Management, LLC History Added to 8,600 522 0.23% 0.23% 584 +42 0.49% Q4 2025 Feb 05, 2026
Hilltop Holdings Inc. History Reduced 8,469 514 0.03% 0.03% 586 -386 -4.36% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 8,337 506 0.01% 0.02% 587 -326 -3.76% Q4 2025 Feb 19, 2026
New Republic Capital, LLC History Added to 8,203 498 0.13% 0.13% 588 +829 11.24% Q4 2025 Feb 10, 2026
Veracity Capital LLC History Added to 7,967 484 0.14% 0.12% 589 +1,391 21.15% Q4 2025 Jan 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 7,956 483 0.01% 0.01% 590 0 0.0% Q4 2025 Jan 27, 2026
Kingdom Financial Group LLC. History New 7,880 479 0.15% — 591 +7,880 New Q4 2025 Feb 06, 2026
Inspire Advisors, LLC History Added to 7,877 478 0.04% 0.03% 592 +1,847 30.63% Q4 2025 Feb 13, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 7,798 474 0.14% 0.12% 593 +912 13.24% Q4 2025 Feb 04, 2026
Blue Zone Wealth Advisors, LLC History New 7,706 468 0.09% — 594 +7,706 New Q4 2025 Jan 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,676 466 0.02% 0.02% 595 +2,537 49.37% Q4 2025 Jan 26, 2026
Key Capital Management, INC History New 7,619 463 0.46% — 596 +7,619 New Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 7,362 447 0.02% 0.02% 597 +226 3.17% Q4 2025 Jan 20, 2026
Cornerstone Wealth Management, LLC History No change 7,329 445 0.02% 0.02% 598 0 0.0% Q4 2025 Feb 05, 2026
E&G Advisors, LP History Added to 7,239 440 0.1% 0.09% 599 +499 7.4% Q4 2025 Jan 23, 2026
Clark Capital Management Group, Inc. History New 7,005 425 0.0% — 600 +7,005 New Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History New 6,794 419 0.01% — 601 +6,794 New Q4 2025 Jan 29, 2026
JOHNSON INVESTMENT COUNSEL INC History New 6,865 417 0.0% — 602 +6,865 New Q4 2025 Feb 13, 2026
Heritage Family Offices, LLP History Added to 6,856 416 0.19% 0.14% 603 +1,834 36.52% Q4 2025 Jan 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 6,798 413 0.07% 0.07% 604 -110 -1.59% Q4 2025 Feb 17, 2026
Van Diest Capital, LLC History New 6,765 411 0.61% — 605 +6,765 New Q4 2025 Feb 19, 2026
Sequent Planning LLC History New 6,600 401 0.1% — 606 +6,600 New Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History Added to 6,556 398 0.0% 0.0% 607 +146 2.28% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 6,528 397 0.0% 0.0% 608 +3,036 86.94% Q4 2025 Feb 18, 2026
Rossby Financial, LCC History Reduced 6,424 390 0.12% 0.13% 609 -135 -2.06% Q4 2025 Feb 12, 2026
Brand Asset Management Group, Inc. History Added to 6,397 389 0.11% 0.06% 610 +2,730 74.45% Q4 2025 Feb 11, 2026
Midwest Heritage Bank, FSB History Added to 6,366 387 0.13% 0.13% 611 +54 0.86% Q4 2025 Feb 04, 2026
Broussard Financial Group LLC History New 6,341 385 0.31% — 613 +6,341 New Q4 2025 Feb 02, 2026
Fisher Asset Management, LLC History New 6,340 385 0.0% — 612 +6,340 New Q4 2025 Feb 09, 2026
Global Financial Private Client, LLC History Reduced 6,336 385 0.13% 0.14% 614 -175 -2.69% Q4 2025 Jan 27, 2026
KPP Advisory Services LLC History Added to 6,246 379 0.06% 0.04% 615 +1,112 21.66% Q4 2025 Feb 02, 2026
Fortis Advisors, LLC History Added to 6,131 372 0.2% 0.2% 616 +52 0.86% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 6,106 371 0.0% 0.0% 617 +480 8.53% Q4 2025 Feb 17, 2026
Independent Advisor Alliance History New 6,077 369 0.01% — 618 +6,077 New Q4 2025 Feb 04, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,065 368 0.03% 0.03% 619 0 0.0% Q4 2025 Jan 28, 2026
Willis Johnson & Associates, Inc. History Reduced 5,985 363 0.02% 0.02% 620 -142 -2.32% Q4 2025 Jan 22, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History New 5,947 361 0.08% — 621 +5,947 New Q4 2025 Jan 09, 2026
Galvin, Gaustad & Stein, LLC History Added to 5,919 359 0.03% 0.02% 622 +2,050 52.99% Q4 2025 Jan 23, 2026
AA Financial Advisors, LLC History New 5,861 356 0.07% — 623 +5,861 New Q4 2025 Jan 14, 2026
Mainstream Capital Management LLC History Added to 5,809 353 0.23% 0.22% 624 +141 2.49% Q4 2025 Jan 21, 2026
HUB Investment Partners, LLC History Reduced 5,754 349 0.01% 0.34% 625 -164,544 -96.62% Q4 2025 Feb 17, 2026
FSR Wealth Management Ltd. History Reduced 5,731 348 0.41% 0.47% 626 -1,035 -15.3% Q4 2025 Jan 27, 2026
KELLY FINANCIAL GROUP LLC History Reduced 5,716 347 0.09% 0.09% 627 -94 -1.62% Q4 2025 Jan 23, 2026
Octavia Wealth Advisors, LLC History Reduced 5,686 345 0.03% 0.03% 628 -54 -0.94% Q4 2025 Jan 23, 2026
COFG Advisors, LLC History New 5,654 343 0.08% — 629 +5,654 New Q4 2025 Feb 10, 2026
Wilian Securities, LLC History New 5,595 340 0.37% — 630 +5,595 New Q4 2025 Feb 06, 2026
Summit Financial, LLC History Reduced 5,298 322 0.0% 0.01% 631 -2,383 -31.02% Q4 2025 Feb 13, 2026
Western Financial Corp/CA History Added to 5,291 321 0.13% 0.13% 632 +183 3.58% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History New 5,254 319 0.0% — 634 +5,254 New Q4 2025 Jan 21, 2026
Freedom Investment Management, Inc. History Reduced 5,261 319 0.09% 0.09% 633 -815 -13.41% Q4 2025 Feb 06, 2026
NOVEM GROUP History New 5,218 317 0.04% — 635 +5,218 New Q4 2025 Jan 27, 2026
Stewardship Advisors, LLC History Added to 5,206 316 0.07% 0.05% 636 +1,358 35.29% Q4 2025 Jan 15, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 5,131 312 0.03% 0.04% 637 -344 -6.28% Q4 2025 Feb 04, 2026
Prosperity Planning, Inc. History Reduced 5,119 311 0.08% 0.08% 638 -206 -3.87% Q4 2025 Jan 14, 2026
BCS Wealth Management History New 5,102 310 0.03% — 639 +5,102 New Q4 2025 Jan 26, 2026
Investment Partners Asset Management, Inc. History New 4,954 301 0.19% — 640 +4,954 New Q4 2025 Jan 15, 2026
TrueWealth Advisors, LLC History Added to 4,925 299 0.08% 0.07% 641 +557 12.75% Q4 2025 Jan 07, 2026
Stratos Wealth Advisors, LLC History Added to 4,884 296 0.01% 0.01% 642 +14 0.29% Q4 2025 Jan 20, 2026
Crusonia Wealth Advisors LLC History New 4,835 294 0.06% — 643 +4,835 New Q4 2025 Feb 18, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4,709 286 0.01% 0.01% 644 0 0.0% Q4 2025 Feb 11, 2026
Advisors Capital Management, LLC History New 4,698 285 0.0% — 645 +4,698 New Q4 2025 Jan 29, 2026
SENTINEL PENSION ADVISORS, LLC History New 4,663 283 0.04% — 646 +4,663 New Q4 2025 Jan 12, 2026
Mascagni Wealth Management, Inc. History Reduced 4,602 279 0.21% 0.22% 647 -173 -3.62% Q4 2025 Feb 11, 2026
Professional Financial Advisors, LLC History No change 4,495 273 0.06% 0.06% 648 0 0.0% Q4 2025 Jan 15, 2026
Baltimore-Washington Financial Advisors, Inc. History New 4,477 272 0.01% — 649 +4,477 New Q4 2025 Feb 13, 2026
OLD MISSION CAPITAL LLC History New 4,444 270 0.01% — 650 +4,444 New Q4 2025 Feb 17, 2026
Allegiance Financial Group Advisory Services LLC History No change 4,416 268 0.06% 0.06% 651 0 0.0% Q4 2025 Feb 03, 2026
NIXON PEABODY TRUST CO History New 4,326 263 0.02% — 652 +4,326 New Q4 2025 Feb 06, 2026
Balefire, LLC History Reduced 4,338 263 0.05% 0.05% 653 -99 -2.23% Q4 2025 Jan 12, 2026
Sonoma Allocations LLC History New 4,207 260 0.09% — 654 +4,207 New Q4 2025 Feb 23, 2026
Bishop & Co Investment Management, LLC History New 4,201 255 0.08% — 655 +4,201 New Q4 2025 Jan 21, 2026
City Center Advisors, LLC History Reduced 4,117 250 0.23% 0.24% 656 -8 -0.19% Q4 2025 Jan 05, 2026
URS Advisory LLC History New 4,077 247 0.21% — 657 +4,077 New Q4 2025 Feb 17, 2026
Centennial Advisors, LLC History New 4,029 245 0.32% — 658 +4,029 New Q4 2025 Jan 22, 2026
BDFS Capital LLC History New 3,936 239 0.12% — 659 +3,936 New Q4 2025 Feb 26, 2026
Rehmann Capital Advisory Group History No change 3,907 237 0.01% 0.01% 660 0 0.0% Q4 2025 Mar 04, 2026
Merited Wealth, LLC History New 3,888 236 0.22% — 662 +3,888 New Q4 2025 Mar 26, 2026
AlphaStar Capital Management, LLC History New 3,887 236 0.02% — 661 +3,887 New Q4 2025 Feb 02, 2026
Objective Capital Management, LLC History New 3,853 234 0.24% — 663 +3,853 New Q4 2025 Feb 04, 2026
Coordinated Financial Services, Inc. History Reduced 3,799 231 0.13% 0.15% 664 -56 -1.45% Q4 2025 Feb 09, 2026
Trail Ridge Investment Advisors, LLC History Reduced 3,744 227 0.1% 0.11% 665 -561 -13.03% Q4 2025 Jan 28, 2026
Jaffetilchin Investment Partners, LLC History New 3,662 222 0.01% — 666 +3,662 New Q4 2025 Jan 15, 2026
Corient Private Wealth LLC History New 3,620 220 0.0% — 667 +3,620 New Q4 2025 Mar 09, 2026
Stanich Group LLC History Reduced 3,622 220 0.17% 0.14% 668 -366 -9.18% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 3,541 215 0.0% — 669 +3,541 New Q4 2025 Feb 05, 2026
Atlas Brown,Inc. History New 3,496 212 0.06% — 671 +3,496 New Q4 2025 Jan 09, 2026
Essex Financial Services, Inc. History New 3,487 212 0.01% — 670 +3,487 New Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History New 3,439 209 0.0% — 672 +3,439 New Q4 2025 Feb 12, 2026
Opal Wealth Advisors, LLC History New 3,367 204 0.05% — 674 +3,367 New Q4 2025 Jan 26, 2026
Westover Capital Advisors, LLC History New 3,356 204 0.04% — 673 +3,356 New Q4 2025 Feb 09, 2026
Lido Advisors, LLC History New 3,389 202 0.0% — 676 +3,389 New Q4 2025 Feb 10, 2026
Prostatis Group LLC History New 3,331 202 0.05% — 675 +3,331 New Q4 2025 Feb 17, 2026
TUCKER ASSET MANAGEMENT LLC History New 3,300 200 0.06% — 677 +3,300 New Q4 2025 Feb 05, 2026
Quest 10 Wealth Builders, Inc. History Added to 3,155 191 0.17% 0.15% 678 +352 12.56% Q4 2025 Jan 29, 2026
REAP Financial Group, LLC History Reduced 3,082 187 0.04% 0.04% 679 -183 -5.6% Q4 2025 Feb 10, 2026
Team Financial Group, LLC History Added to 2,995 182 0.08% 0.07% 680 +324 12.13% Q4 2025 Jan 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,972 180 0.03% 0.01% 681 +2,033 216.51% Q4 2025 Feb 09, 2026
CITIGROUP INC History Added to 2,940 178 0.0% 0.0% 682 +2,544 642.42% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,765 168 0.01% 0.01% 683 +73 2.71% Q4 2025 Jan 07, 2026
Crewe Advisors LLC History Reduced 2,695 163 0.01% 0.02% 684 -335 -11.06% Q4 2025 Jan 16, 2026
SIGNATUREFD, LLC History No change 2,565 155 0.0% 0.0% 685 0 0.0% Q4 2025 Jan 20, 2026
Clark Wealth Partners History No change 2,444 148 0.09% 0.09% 686 0 0.0% Q4 2025 Feb 04, 2026
FIFTH THIRD BANCORP History Added to 2,170 131 0.0% 0.0% 687 +487 28.94% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 2,071 125 0.01% 0.0% 688 +1,339 182.92% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Reduced 2,051 124 0.01% 0.01% 689 -4 -0.19% Q4 2025 Jan 29, 2026
Collier Financial History Added to 1,834 111 0.08% 0.08% 690 +3 0.16% Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 1,678 102 0.04% — 691 +1,678 New Q4 2025 Jan 23, 2026
AMERIFLEX GROUP, INC. History Added to 1,439 87 0.05% 0.03% 692 +37 2.64% Q4 2025 Feb 18, 2026
Geneos Wealth Management Inc. History Reduced 1,327 80 0.0% 0.0% 693 -9 -0.67% Q4 2025 Jan 28, 2026
TOMPKINS FINANCIAL CORP History Added to 1,300 79 0.01% 0.01% 694 +195 17.65% Q4 2025 Jan 08, 2026
Tidemark, LLC History No change 1,297 78 0.02% 0.02% 695 0 0.0% Q4 2025 Feb 10, 2026
FMR LLC History New 1,270 77 0.0% — 696 +1,270 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 1,123 68 0.0% 0.0% 697 +379 50.94% Q4 2025 Feb 06, 2026
Harbor Asset Planning, Inc. History Added to 1,115 67 0.06% 0.06% 698 +2 0.18% Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Added to 1,085 65 0.0% 0.0% 699 +228 26.6% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 1,052 63 0.03% — 702 +1,052 New Q4 2025 Feb 17, 2026
Godfrey Financial Associates, Inc. History New 1,051 63 0.05% — 701 +1,051 New Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 1,042 63 0.01% 0.02% 700 -775 -42.65% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 1,000 60 0.01% — 703 +1,000 New Q4 2025 Jan 30, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 969 59 0.0% 0.0% 704 +217 28.86% Q4 2025 Jan 15, 2026
Newbridge Financial Services Group, Inc. History Reduced 950 57 0.01% 0.05% 705 -4,978 -83.97% Q4 2025 Jan 21, 2026
Bank & Trust Co History New 906 55 0.04% — 706 +906 New Q4 2025 Jan 13, 2026
Birchwood Financial Partners, Inc. History New 894 54 0.05% — 707 +894 New Q4 2025 Feb 19, 2026
Hurley Capital, LLC History New 873 53 0.03% — 709 +873 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 880 53 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 05, 2026
JNBA Financial Advisors History Added to 815 49 0.0% 0.0% 710 +70 9.4% Q4 2025 Jan 26, 2026
CURIO WEALTH, LLC History New 734 45 0.02% — 711 +734 New Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Added to 670 40 0.0% 0.0% 712 +10 1.52% Q4 2025 Feb 02, 2026
Quent Capital, LLC History New 652 39 0.0% — 714 +652 New Q4 2025 Jan 29, 2026
Capital Advisors, Ltd. LLC History Added to 648 39 0.0% 0.0% 713 +356 121.92% Q4 2025 Jan 21, 2026
Sunrise Financial Services, LLC History New 614 37 0.03% — 715 +614 New Q4 2025 Feb 11, 2026
Bank of Jackson Hole Trust History New 578 35 0.02% — 717 +578 New Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 585 35 0.0% 0.0% 716 -126 -17.72% Q4 2025 Feb 12, 2026
NorthAvenue LLC History New 564 34 0.03% — 718 +564 New Q4 2025 Apr 02, 2026
IFC & Insurance Marketing, Inc. History New 530 32 0.03% — 719 +530 New Q4 2025 Feb 12, 2026
Fortitude Family Office, LLC History New 517 31 0.01% — 720 +517 New Q4 2025 Jan 15, 2026
Benson Wealth Management INC History New 489 29 0.03% — 722 +489 New Q4 2025 Feb 12, 2026
Smithfield Trust Co History No change 477 29 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History New 444 27 0.0% — 723 +444 New Q4 2025 Feb 11, 2026
Decker Retirement Planning Inc. History New 435 26 0.01% — 724 +435 New Q4 2025 Jan 26, 2026
TRUST CO OF VERMONT History New 416 25 0.0% — 725 +416 New Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History New 414 25 0.0% — 726 +414 New Q4 2025 Feb 13, 2026
VSM Wealth Advisory, LLC History No change 421 25 0.01% 0.01% 727 0 0.0% Q4 2025 Feb 06, 2026
Cedar Mountain Advisors, LLC History Reduced 397 24 0.0% 0.0% 728 -30 -7.03% Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History Added to 385 23 0.0% 0.0% 730 +255 196.15% Q4 2025 Jan 23, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 386 23 0.02% 0.02% 729 0 0.0% Q4 2025 Jan 08, 2026
Elyxium Wealth, LLC History New 368 22 0.01% — 732 +368 New Q4 2025 Feb 05, 2026
Operose Advisors LLC History Added to 372 22 0.01% 0.0% 731 +300 416.67% Q4 2025 Feb 10, 2026
Abound Wealth Management History Reduced 351 21 0.0% 0.01% 733 -528 -60.07% Q4 2025 Jan 12, 2026
Networth Advisors, LLC History New 312 18 0.01% — 735 +312 New Q4 2025 Jan 22, 2026
Park Place Capital Corp History Reduced 304 18 0.0% 0.01% 734 -114 -27.27% Q4 2025 Jan 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 292 17 0.01% 0.01% 736 0 0.0% Q4 2025 Feb 17, 2026
Advocate Investing Services LLC History New 248 15 0.01% — 738 +248 New Q4 2025 Feb 12, 2026
Investors Research Corp History Reduced 255 15 0.0% 0.0% 737 -83 -24.56% Q4 2025 Jan 06, 2026
HANTZ FINANCIAL SERVICES, INC. History New 236 14 0.0% — 740 +236 New Q4 2025 Feb 09, 2026
NBT BANK N A /NY History Added to 61 14 0.0% 0.0% 739 +2 3.39% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History New 220 13 0.0% — 741 +220 New Q4 2025 Feb 09, 2026
Signature Resources Capital Management, LLC History New 206 12 0.01% — 742 +206 New Q4 2025 Jan 21, 2026
Ankerstar Wealth, LLC History New 192 11 0.01% — 744 +192 New Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 193 11 0.0% 0.0% 743 0 0.0% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Reduced 177 10 0.0% 0.0% 747 -607 -77.42% Q4 2025 Jan 30, 2026
TOTH FINANCIAL ADVISORY CORP History New 180 10 0.0% — 745 +180 New Q4 2025 Jan 20, 2026
BANK OF MONTREAL /CAN/ History New 165 10 0.0% — 746 +165 New Q4 2025 Feb 12, 2026
United Community Bank History Added to 180 10 0.0% 0.0% 749 +82 83.67% Q4 2025 Jan 30, 2026
Financial Gravity Asset Management, Inc. History No change 172 10 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 148 9 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 10, 2026
Center for Financial Planning, Inc. History New 138 8 0.0% — 752 +138 New Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 140 8 0.0% 0.0% 751 0 0.0% Q4 2025 Jan 20, 2026
MassMutual Private Wealth & Trust, FSB History New 129 7 0.0% — 753 +129 New Q4 2025 Jan 07, 2026
Wilmington Savings Fund Society, FSB History Reduced 100 6 0.0% 0.0% 754 -176 -63.77% Q4 2025 Feb 12, 2026
Archer Investment Corp History No change 102 6 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 30, 2026
SIMPLEX TRADING, LLC History New 95 5 0.0% — 757 +95 New Q4 2025 Feb 11, 2026
ESL Trust Services, LLC History New 94 5 0.0% — 759 +94 New Q4 2025 Feb 10, 2026
NVWM, LLC History New 88 5 0.0% — 758 +88 New Q4 2025 Jan 20, 2026
Hilton Head Capital Partners, LLC History New 87 5 0.0% — 761 +87 New Q4 2025 Feb 11, 2026
ST GERMAIN D J CO INC History No change 98 5 0.0% 0.0% 756 0 0.0% Q4 2025 Jan 29, 2026
Legacy Wealth Managment, LLC/ID History No change 91 5 0.0% 0.0% 760 0 0.0% Q4 2025 Feb 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 80 4 0.0% — 764 +80 New Q4 2025 Feb 11, 2026
SHP Wealth Management History New 75 4 0.0% — 763 +75 New Q4 2025 Mar 04, 2026
ALERUS FINANCIAL NA History No change 75 4 0.0% 0.0% 762 0 0.0% Q4 2025 Feb 13, 2026
GODSEY & GIBB, INC History New 58 3 0.0% — 766 +58 New Q4 2025 Jan 27, 2026
Avion Wealth History Added to 62 3 0.0% — 768 +53 588.89% Q4 2025 Jan 23, 2026
FIRST HORIZON CORP History No change 50 3 0.0% 0.0% 765 0 0.0% Q4 2025 Jan 27, 2026
CHELSEA COUNSEL CO History No change 63 3 0.0% 0.0% 767 0 0.0% Q4 2025 Feb 24, 2026
United Financial Planning Group LLC History Reduced 42 2 0.0% 0.04% 772 -1,161 -96.51% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History New 44 2 0.0% — 769 +44 New Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 43 2 0.0% 0.0% 770 -37 -46.25% Q4 2025 Jan 14, 2026
Truvestments Capital LLC History No change 49 2 0.0% 0.0% 771 0 0.0% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 4.01% — -8,682,084 -100.0% Q3 2025 Oct 23, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.01% — -1,567,704 -100.0% Q3 2025 Nov 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.53% — -56,602 -100.0% Q3 2025 Nov 12, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 2.97% — -23,258 -100.0% Q3 2025 Nov 17, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -12,849 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.09% — -11,610 -100.0% Q3 2025 Nov 12, 2025
RFG - Bristol Wealth Advisors, LLC History Closed out 0 0 — 0.15% — -8,917 -100.0% Q3 2025 Oct 22, 2025
Investment Research Partners LLC History Closed out 0 0 — 0.17% — -6,276 -100.0% Q3 2025 Dec 01, 2025
FSC Wealth Advisors, LLC History Closed out 0 0 — 0.18% — -5,321 -100.0% Q3 2025 Oct 17, 2025
Acorn Wealth Advisors, LLC History Closed out 0 0 — 0.1% — -5,289 -100.0% Q3 2025 Oct 31, 2025
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.04% — -4,949 -100.0% Q3 2025 Oct 28, 2025
TWIN FOCUS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.04% — -4,666 -100.0% Q3 2025 Nov 12, 2025
XTX Topco Ltd History Closed out 0 0 — 0.01% — -4,507 -100.0% Q3 2025 Nov 14, 2025
EVOKE WEALTH, LLC History Closed out 0 0 — 0.0% — -3,775 -100.0% Q3 2025 Nov 14, 2025
FLAGSTAR ADVISORS INC History Closed out 0 0 — 0.06% — -3,590 -100.0% Q3 2025 Nov 10, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.03% — -2,437 -100.0% Q3 2025 Oct 28, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.08% — -1,786 -100.0% Q3 2025 Oct 07, 2025
MCF Advisors LLC History Closed out 0 0 — 0.0% — -909 -100.0% Q3 2025 Nov 05, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -842 -100.0% Q3 2025 Nov 03, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.06% — -795 -100.0% Q3 2025 Oct 20, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -684 -100.0% Q3 2025 Nov 14, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -328 -100.0% Q3 2025 Oct 29, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.01% — -207 -100.0% Q3 2025 Oct 28, 2025
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2025 Nov 13, 2025
Measured Wealth Private Client Group, LLC History Closed out 0 0 — 0.0% — -152 -100.0% Q3 2025 Nov 14, 2025
CHAPMAN FINANCIAL GROUP, LLC History Closed out 0 0 — 0.01% — -146 -100.0% Q3 2025 Nov 12, 2025
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -116 -100.0% Q3 2025 Nov 13, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2025 Oct 09, 2025