Fidelity Merrimack Street Trust - FBND

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 92,442,810 4,256,066 2.69% 2.76% 1 +2,925,667 3.27% Q4 2025 Feb 10, 2026
Align Financial, LLC History New 3,078,326 3,078,326 1.79% — 2 +3,078,326 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 34,716,320 1,598,339 0.1% 0.08% 3 +4,830,198 16.16% Q4 2025 Feb 13, 2026
FMR LLC History Added to 13,921,185 640,931 0.03% 0.03% 4 +884,290 6.78% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 13,835,166 636,971 0.05% 0.04% 5 +880,294 6.8% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 11,574,323 532,881 0.03% 0.03% 6 +2,374,913 25.82% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 9,387,074 432,180 0.12% 0.1% 7 +1,887,404 25.17% Q4 2025 Feb 11, 2026
Dynasty Wealth Management, LLC History Added to 8,650,398 398,264 3.91% 4.11% 8 +1,993,799 29.95% Q4 2025 Feb 10, 2026
COUNTRY TRUST BANK History Added to 6,392,262 294,299 5.33% 6.35% 9 +120,048 1.91% Q4 2025 Jan 21, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,181,894 284,614 0.09% 0.08% 10 +1,134,404 22.47% Q4 2025 Feb 18, 2026
Cetera Investment Advisers History Added to 5,870,299 270,268 0.3% 0.22% 11 +1,803,589 44.35% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 5,868,478 270,184 0.04% 0.04% 12 +214,859 3.8% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,785,810 266,378 0.08% 0.08% 13 -474,534 -7.58% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,895,618 225,394 0.3% 0.26% 14 +522,583 11.95% Q4 2025 Feb 12, 2026
Quotient Wealth Partners, LLC History Added to 4,892,228 225,238 5.99% 4.43% 16 +1,393,081 39.81% Q4 2025 Jan 22, 2026
OSAIC HOLDINGS, INC. History Added to 4,890,866 225,238 0.33% 0.29% 15 +430,978 9.66% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Added to 4,161,603 191,600 1.97% 1.87% 17 +161,814 4.05% Q4 2025 Jan 13, 2026
SAX WEALTH ADVISORS, LLC History Added to 4,035,401 185,789 8.74% 8.47% 18 +627,906 18.43% Q4 2025 Jan 12, 2026
ROYAL BANK OF CANADA History New 4,003,965 184,343 0.03% — 19 +4,003,965 New Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,855,303 177,498 3.24% 3.4% 20 +77,475 2.05% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 3,674,421 169,170 0.7% 0.69% 21 +421,315 12.95% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 3,627,370 167,004 3.05% 1.99% 22 +1,456,962 67.13% Q4 2025 Feb 17, 2026
Legacy Wealth Management, Inc History Added to 3,416,406 157,291 9.06% 8.85% 23 +166,799 5.13% Q4 2025 Jan 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 10,181,189 150,984 2.74% 2.69% 24 +311,221 3.15% Q4 2025 Jan 07, 2026
CWM, LLC History Added to 3,268,874 150,499 0.41% 0.36% 25 +651,819 24.91% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,196,841 147,251 0.26% 0.27% 26 +207,111 6.93% Q4 2025 Feb 05, 2026
Blue Chip Partners, LLC History Added to 2,872,433 132,246 9.59% 9.43% 27 +144,516 5.3% Q4 2025 Feb 18, 2026
TruWealth Advisors, LLC History Added to 2,808,295 129,293 6.32% 6.28% 28 +122,932 4.58% Q4 2025 Jan 07, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 2,708,377 124,694 2.35% 2.38% 29 +121,756 4.71% Q4 2025 Feb 10, 2026
Retirement Planning Group, LLC History Added to 2,490,208 114,649 3.77% 3.68% 30 +199,901 8.73% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 2,467,073 113,584 0.28% 0.24% 31 +505,553 25.77% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 2,365,381 109,030 0.12% 0.16% 32 +271,890 12.99% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 2,260,562 104,077 3.17% 3.76% 33 -525,088 -18.85% Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Added to 2,140,215 98,535 5.5% 5.12% 34 +26,796 1.27% Q4 2025 Feb 06, 2026
Summit Financial Strategies, Inc. History Added to 2,090,807 96,260 7.91% 7.95% 35 +85,577 4.27% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 1,890,734 87,049 0.1% 0.1% 36 +56,761 3.09% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 1,786,898 82,268 0.01% 0.02% 37 +66,660 3.88% Q4 2025 Feb 13, 2026
Octavia Wealth Advisors, LLC History Added to 1,740,989 80,616 7.7% 7.21% 38 +178,709 11.44% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Added to 1,757,004 76,199 1.69% 1.62% 39 +83,511 4.99% Q4 2025 Feb 04, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,631,426 75,111 0.2% 0.19% 40 +171,643 11.76% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 1,504,259 69,256 1.36% 1.39% 41 +65,148 4.53% Q4 2025 Jan 14, 2026
Private Advisor Group, LLC History Reduced 1,440,074 66,300 0.31% 0.34% 42 -45,055 -3.03% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 1,399,914 64,452 1.21% 0.99% 43 +364,062 35.15% Q4 2025 Feb 03, 2026
Falcon Wealth Planning History Added to 1,354,634 62,367 5.25% 5.28% 44 +83,761 6.59% Q4 2025 Feb 03, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 1,314,388 60,514 13.89% 12.16% 45 +240,988 22.45% Q4 2025 Feb 05, 2026
HUB Investment Partners, LLC History Added to 1,236,027 56,906 1.47% 1.83% 46 +45,008 3.78% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 1,224,399 56,371 0.2% 0.23% 47 +129,548 11.83% Q4 2025 Feb 18, 2026
Aptus Capital Advisors, LLC History Added to 1,216,624 56,013 0.4% 0.4% 48 +31,911 2.69% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 1,196,042 55,146 2.87% 2.66% 49 +145,310 13.83% Q4 2025 Mar 04, 2026
Allworth Financial LP History New 1,190,370 54,804 0.22% — 50 +1,190,370 New Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 1,125,704 51,828 0.65% 0.48% 51 +325,786 40.73% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 1,124,122 51,754 0.61% 0.5% 52 -95,327 -7.82% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Added to 1,110,436 51,124 10.34% 10.54% 53 +28,089 2.6% Q4 2025 Jan 21, 2026
Harbor Group, Inc. History Added to 1,031,304 47,481 7.11% 7.42% 54 +21,839 2.16% Q4 2025 Jan 12, 2026
McGlone Suttner Wealth Management, Inc. History Added to 1,017,336 46,838 6.3% 6.38% 55 +31,304 3.17% Q4 2025 Jan 15, 2026
Crane Advisory, LLC History Added to 1,009,529 46,569 7.04% 3.85% 56 +479,519 90.47% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History Added to 1,005,932 46,313 0.9% 0.82% 57 +263,355 35.47% Q4 2025 Feb 13, 2026
Navalign, LLC History Added to 990,542 45,604 11.19% 11.46% 58 +51,469 5.48% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Added to 976,545 44,960 0.27% 0.25% 59 +91,505 10.34% Q4 2025 Feb 09, 2026
OLIO Financial Planning History Added to 975,741 44,923 12.6% 12.51% 60 +53,318 5.78% Q4 2025 Jan 21, 2026
Triad Wealth Partners, LLC History Added to 964,516 44,406 4.22% 4.68% 61 +179,005 22.79% Q4 2025 Jan 22, 2026
Dynamic Advisor Solutions LLC History Reduced 932,065 42,912 1.38% 1.33% 62 -56,378 -5.7% Q4 2025 Jan 09, 2026
Drake & Associates, LLC History Added to 918,570 42,290 8.42% 8.11% 63 +80,943 9.66% Q4 2025 Feb 23, 2026
Sherrill & Hutchins Financial Advisory, Inc History Added to 896,594 41,279 29.27% 29.47% 64 +16,820 1.91% Q4 2025 Jan 12, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 882,620 40,837 3.14% 3.21% 65 +42,252 5.03% Q4 2025 Jan 16, 2026
Corient Private Wealth LLC History Reduced 931,590 40,604 0.06% 0.07% 66 -23,264 -2.44% Q4 2025 Mar 09, 2026
Bleakley Financial Group, LLC History Added to 875,849 40,324 0.7% 0.73% 67 +198,040 29.22% Q4 2025 Feb 09, 2026
Pallas Capital Advisors LLC History Added to 875,591 40,312 1.33% 1.36% 68 +75,700 9.46% Q4 2025 Jan 14, 2026
Creative Planning History Reduced 856,459 39,431 0.03% 0.04% 69 -305,810 -26.31% Q4 2025 Feb 17, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Added to 855,857 39,403 7.38% 6.21% 70 +39,614 4.85% Q4 2025 Feb 12, 2026
WestHill Financial Advisors, Inc. History Added to 838,376 38,598 7.33% 7.31% 71 +31,673 3.93% Q4 2025 Jan 21, 2026
POWER WEALTH MANAGEMENT LLC History Added to 815,728 37,556 13.22% 13.13% 72 +35,761 4.58% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 806,708 37,140 0.42% 0.4% 73 +87,421 12.15% Q4 2025 Jan 15, 2026
Stone House Investment Management, LLC History Added to 801,076 36,881 5.73% 1.91% 74 +556,508 227.55% Q4 2025 Jan 21, 2026
Lineweaver Wealth Advisors, LLC History Added to 796,309 36,662 4.96% 5.17% 75 +32,854 4.3% Q4 2025 Jan 14, 2026
Mascoma Wealth Management LLC History Added to 782,784 36,039 7.73% 7.62% 76 +34,872 4.66% Q4 2025 Feb 04, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 778,664 35,849 2.85% 3.05% 77 +50,848 6.99% Q4 2025 Jan 30, 2026
Ameritas Advisory Services, LLC History Added to 771,443 35,517 1.33% 0.99% 78 +444,855 136.21% Q4 2025 Feb 04, 2026
Shakespeare Wealth Management, LLC History Added to 767,474 35,334 7.81% 7.69% 79 +37,181 5.09% Q4 2025 Feb 06, 2026
Coyle Financial Counsel LLC History Added to 762,388 35,100 7.5% 7.84% 80 +26,679 3.63% Q4 2025 Feb 10, 2026
Ullmann Wealth Partners Group, LLC History Added to 755,976 35,047 3.65% 0.63% 81 +631,409 506.88% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 759,690 34,976 0.62% 0.74% 82 +40,263 5.6% Q4 2025 Feb 06, 2026
Wealth Alliance Advisory Group, LLC History Added to 758,451 34,919 5.98% 5.82% 83 +60,569 8.68% Q4 2025 Jan 29, 2026
Compass Ion Advisors, LLC History Added to 758,386 34,916 3.33% 3.09% 84 +65,632 9.47% Q4 2025 Jan 29, 2026
ASPIRIANT, LLC History Added to 735,702 33,871 0.97% 0.77% 85 +187,987 34.32% Q4 2025 Jan 20, 2026
VICUS CAPITAL History Added to 733,204 33,756 2.53% 2.53% 86 +16,541 2.31% Q4 2025 Jan 22, 2026
Baird Financial Group, Inc. History Added to 732,007 33,701 0.05% 0.05% 87 +40,102 5.8% Q4 2025 Feb 13, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 718,253 33,068 4.42% 4.46% 88 +50,574 7.57% Q4 2025 Jan 21, 2026
WBH ADVISORY INC History Added to 712,397 32,798 2.43% 2.17% 89 +98,605 16.06% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 687,395 31,647 0.34% 0.19% 90 +409,123 147.02% Q4 2025 Jan 23, 2026
CPA Asset Management Group, LLC History Added to 680,180 31,315 10.99% 11.17% 91 +53,374 8.52% Q4 2025 Jan 13, 2026
ABLE Financial Group, LLC History Added to 677,638 31,198 6.34% 5.88% 92 +90,859 15.48% Q4 2025 Jan 23, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 657,104 30,253 10.65% 10.68% 93 -56,506 -7.92% Q4 2025 Jan 30, 2026
Souders Financial Advisors History Added to 653,982 30,109 3.45% 3.2% 94 +71,993 12.37% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Added to 652,668 30,048 1.0% 0.98% 95 +48,083 7.95% Q4 2025 Feb 06, 2026
Wealthspire Retirement, LLC History Added to 643,872 29,643 1.8% 1.67% 96 +77,111 13.61% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 639,090 29,423 0.01% 0.0% 97 +417,195 188.01% Q4 2025 Feb 10, 2026
Leelyn Smith, LLC History Added to 627,471 28,888 4.18% 0.38% 98 +572,951 1050.9% Q4 2025 Jan 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 612,692 28,208 0.35% 0.3% 99 +114,355 22.95% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 591,999 27,308 1.84% 2.02% 100 +32,356 5.78% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 591,509 27,233 0.22% 0.19% 101 +169,171 40.06% Q4 2025 Feb 17, 2026
Presidio Capital Management, LLC History Reduced 590,368 27,180 8.17% 10.23% 102 -40,669 -6.44% Q4 2025 Jan 15, 2026
VALLEY NATIONAL ADVISERS INC History Added to 589,112 27,122 3.76% 3.47% 103 +104,496 21.56% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 583,854 26,880 1.58% 1.66% 104 +56,754 10.77% Q4 2025 Feb 10, 2026
Horizon Investments, LLC History Added to 581,527 26,773 0.34% 0.32% 105 +55,266 10.5% Q4 2025 Feb 02, 2026
DeDora Capital, Inc. History Reduced 580,880 26,743 6.33% 6.66% 106 -16,203 -2.71% Q4 2025 Jan 22, 2026
Arete Wealth Advisors, LLC History Reduced 578,965 26,656 1.62% 1.68% 107 -406 -0.07% Q4 2025 Feb 13, 2026
Presper Financial Architects, LLC History Added to 578,397 26,629 15.06% 15.44% 108 +2,669 0.46% Q4 2025 Feb 05, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 572,115 26,340 8.51% 7.13% 109 +128,794 29.05% Q4 2025 Feb 02, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 565,279 26,034 3.48% 2.98% 110 +102,027 22.02% Q4 2025 Jan 21, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 565,126 26,018 14.28% 14.17% 111 +27,974 5.21% Q4 2025 Jan 08, 2026
Financial Strategies Group, Inc. History Added to 559,240 25,792 4.67% 4.76% 112 +20,467 3.8% Q4 2025 Feb 05, 2026
Mariner, LLC History Reduced 554,683 25,537 0.03% 0.03% 113 -26,573 -4.57% Q4 2025 Feb 13, 2026
Cyndeo Wealth Partners, LLC History Added to 550,911 25,363 1.37% 1.34% 114 +28,706 5.5% Q4 2025 Jan 07, 2026
Main Street Financial Solutions, LLC History Added to 523,025 24,080 1.8% 1.53% 115 +5,710 1.1% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 521,124 23,992 1.55% 1.19% 116 +137,215 35.74% Q4 2025 Feb 03, 2026
Bridgewealth Advisory Group, LLC History Added to 519,059 23,897 5.28% 4.48% 117 +100,692 24.07% Q4 2025 Feb 04, 2026
Andrews Advisory Associates, LLC History New 515,541 23,735 12.62% — 118 +515,541 New Q4 2025 Feb 18, 2026
Spire Wealth Management History Added to 515,276 23,723 0.79% 0.8% 119 +8,819 1.74% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 510,486 23,502 0.09% 0.08% 120 +105,451 26.04% Q4 2025 Feb 17, 2026
REGIMEN WEALTH, LLC History Added to 504,507 23,227 6.79% 6.87% 121 +3,892 0.78% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Added to 500,664 23,050 0.23% 0.18% 122 +115,433 29.96% Q4 2025 Feb 13, 2026
Envision Financial Planning, LLC History Added to 497,887 22,922 8.67% 2.08% 123 +392,001 370.21% Q4 2025 Feb 17, 2026
EnRich Financial Partners LLC History Added to 496,310 22,850 6.23% 6.25% 124 +21,072 4.43% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 496,151 22,842 0.01% 0.01% 125 +144,439 41.07% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 489,024 22,514 0.4% 0.44% 126 +21,733 4.65% Q4 2025 Jan 16, 2026
Targeted Financial Services LLC History New 487,686 22,453 19.34% — 127 +487,686 New Q4 2025 Mar 03, 2026
Vestmark Advisory Solutions, Inc. History Reduced 486,313 22,389 0.3% 0.49% 128 -70,227 -12.62% Q4 2025 Feb 06, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 484,385 22,301 4.79% 4.56% 129 +35,214 7.84% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 478,249 22,018 1.39% 1.45% 130 +12,506 2.69% Q4 2025 Feb 06, 2026
Certified Advisory Corp History Added to 460,405 21,197 1.93% 1.93% 131 +19,988 4.54% Q4 2025 Jan 12, 2026
TrueWealth Advisors, LLC History Added to 448,723 20,659 5.35% 2.19% 132 +273,741 156.44% Q4 2025 Jan 07, 2026
PFG Advisors History Added to 443,364 20,412 0.99% 0.8% 133 +20,162 4.76% Q4 2025 Jan 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 441,646 20,333 0.41% 0.43% 134 +33,076 8.1% Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 437,291 20,133 0.92% 0.9% 135 +24,777 6.01% Q4 2025 Feb 13, 2026
Kastel Capital Advisors, LLC History New 436,100 20,078 12.32% — 136 +436,100 New Q4 2025 Feb 18, 2026
Summit Financial, LLC History Added to 428,567 19,845 0.29% 0.28% 137 +32,696 8.26% Q4 2025 Feb 13, 2026
Investment Advisory Services Group LLC History New 423,018 19,475 17.29% — 138 +423,018 New Q4 2025 Feb 04, 2026
Fortitude Advisory Group L.L.C. History Added to 413,412 19,033 8.07% 0.24% 139 +403,757 4181.84% Q4 2025 Feb 13, 2026
KFA Private Wealth Group, LLC History Added to 412,826 19,006 4.62% 4.54% 140 +69,255 20.16% Q4 2025 Jan 07, 2026
Watchman Group, Inc. History Added to 411,541 18,947 4.52% 4.14% 141 +41,798 11.3% Q4 2025 Feb 06, 2026
BG Investment Services, LLC History Added to 410,911 18,918 16.86% 15.66% 142 +67,572 19.68% Q4 2025 Feb 05, 2026
Juno Financial Group LLC History New 405,448 18,666 7.47% — 143 +405,448 New Q4 2025 Jan 28, 2026
EdgeRock Capital LLC History Added to 397,956 18,322 4.88% 5.02% 144 +8,366 2.15% Q4 2025 Jan 14, 2026
Occidental Asset Management, LLC History Added to 395,034 18,187 2.19% 2.22% 145 +13,210 3.46% Q4 2025 Jan 08, 2026
BAKER BOYER NATIONAL BANK History Reduced 393,938 18,136 5.48% 6.5% 146 -29,174 -6.9% Q4 2025 Feb 03, 2026
New Insight Wealth Advisors History Added to 386,777 17,807 6.36% 6.38% 147 +19,774 5.39% Q4 2025 Feb 17, 2026
Buttonwood Financial Advisors Inc. History Added to 382,965 17,631 5.88% 6.0% 148 +5,950 1.58% Q4 2025 Feb 04, 2026
Selby Wealth Management, LLC History New 381,648 17,571 7.08% — 149 +381,648 New Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 378,054 17,458 1.18% 1.99% 150 -196,180 -34.16% Q4 2025 Jan 15, 2026
Tidemark, LLC History Added to 379,078 17,452 4.96% 4.57% 151 +39,797 11.73% Q4 2025 Feb 10, 2026
Dogwood Wealth Management LLC History Added to 375,669 17,395 7.66% 6.84% 152 +51,459 15.87% Q4 2025 Feb 04, 2026
Baker Ellis Asset Management LLC History Added to 377,157 17,364 2.09% 2.12% 153 +5,235 1.41% Q4 2025 Jan 21, 2026
Valmark Advisers, Inc. History Added to 376,144 17,317 0.21% 0.22% 154 +6,900 1.87% Q4 2025 Jan 26, 2026
tru Independence LLC History Added to 375,741 17,299 4.36% 4.07% 155 +36,615 10.8% Q4 2025 Jan 22, 2026
CMG Global Holdings, LLC History Added to 375,044 17,225 7.65% 7.28% 156 +55,568 17.39% Q4 2025 Feb 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 371,856 17,120 0.0% — 157 +371,856 New Q4 2025 Feb 17, 2026
Investment Planning Advisors, Inc. History Added to 369,716 17,021 4.96% 5.16% 158 +14,903 4.2% Q4 2025 Jan 20, 2026
KICKSTAND VENTURES, LLC. History Added to 366,027 16,851 3.55% 3.59% 159 +13,032 3.69% Q4 2025 Jan 29, 2026
Meriwether Wealth & Planning, LLC History Added to 362,417 16,685 9.41% 9.51% 160 +7,365 2.07% Q4 2025 Jan 14, 2026
Forbes Financial Planning, Inc. History Added to 361,739 16,655 9.74% 9.92% 161 +39,856 12.38% Q4 2025 Jan 26, 2026
ETF Portfolio Partners, Inc. History Added to 357,922 16,478 4.25% 4.34% 162 +5,449 1.55% Q4 2025 Jan 20, 2026
PCA Investment Advisory Services Inc. History Added to 355,324 16,382 5.73% 4.98% 163 +64,541 22.2% Q4 2025 Feb 10, 2026
RCS Financial Planning, LLC History Reduced 353,764 16,381 7.06% 7.37% 164 -5,063 -1.41% Q4 2025 Jan 15, 2026
World Investment Advisors History Added to 348,396 16,040 0.26% 0.28% 165 +50,819 17.08% Q4 2025 Mar 12, 2026
Scott Capital Advisors, LLC History Added to 341,417 15,718 3.48% 3.21% 167 +35,176 11.49% Q4 2025 Jan 12, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 341,405 15,718 1.12% 1.02% 166 +13,775 4.2% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 339,107 15,612 0.1% 0.07% 168 +95,784 39.36% Q4 2025 Jan 29, 2026
Linscomb Wealth, Inc. History Added to 336,527 15,493 0.65% 0.59% 169 +39,709 13.38% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 333,960 15,464 0.38% 0.37% 170 +22,404 7.19% Q4 2025 Jan 29, 2026
Cornerstone Wealth Group, LLC History Added to 330,234 15,203 1.04% 0.97% 171 +18,123 5.81% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 328,956 15,145 0.17% 0.09% 172 +218,164 196.91% Q4 2025 Jan 29, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 326,178 15,017 1.69% 1.66% 173 +24,475 8.11% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 321,372 14,795 0.09% 0.09% 174 +19,704 6.53% Q4 2025 Feb 13, 2026
Rise Advisors, LLC History Added to 319,492 14,709 5.25% 5.17% 175 +7,861 2.52% Q4 2025 Feb 11, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 317,838 14,633 2.25% 2.31% 176 +5,822 1.87% Q4 2025 Jan 12, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 315,452 14,523 4.51% 5.62% 177 +26,093 9.02% Q4 2025 Jan 08, 2026
Mountain Hill Investment Partners Corp. History Added to 313,840 14,449 10.35% 10.27% 178 +60,428 23.85% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 307,959 14,127 0.41% — 179 +307,959 New Q4 2025 Feb 13, 2026
Split Rock Private Trading & Wealth Management, LLC History New 305,098 14,046 11.26% — 180 +305,098 New Q4 2025 Jan 23, 2026
Graney & King, LLC History Added to 301,405 13,876 8.11% 7.21% 181 +76,112 33.78% Q4 2025 Feb 13, 2026
Williams & Novak, LLC History Reduced 300,251 13,823 10.41% 11.03% 182 -9,828 -3.17% Q4 2025 Feb 05, 2026
Salus Financial Advisors, LLC History Reduced 297,941 13,717 8.22% 8.54% 183 -1,487 -0.5% Q4 2025 Jan 21, 2026
COURIER CAPITAL LLC History Added to 293,858 13,529 0.76% 0.73% 184 +19,843 7.24% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 287,830 13,251 0.01% 0.01% 185 +39,739 16.02% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History Reduced 284,663 13,105 1.82% 1.94% 186 -10,010 -3.4% Q4 2025 Jan 29, 2026
S Harris Financial Group, LLC History New 283,821 13,067 12.51% — 187 +283,821 New Q4 2025 Mar 03, 2026
Goodwin Investment Advisory History Added to 281,767 12,972 14.24% 12.28% 188 +34,101 13.77% Q4 2025 Feb 09, 2026
Centerline Wealth Advisors, LLC History Reduced 278,291 12,812 4.64% 9.38% 189 -187,820 -40.3% Q4 2025 Jan 08, 2026
Destiny Capital Corp/CO History Reduced 276,908 12,748 6.56% 7.05% 190 -2,752 -0.98% Q4 2025 Jan 23, 2026
Goldstone Financial Group, LLC History Added to 276,703 12,739 1.42% 1.44% 191 +13,222 5.02% Q4 2025 Feb 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 275,997 12,706 2.1% — 192 +275,997 New Q4 2025 Feb 18, 2026
Milestone Investment Advisors LLC History Added to 275,916 12,703 3.08% 3.02% 193 +13,144 5.0% Q4 2025 Feb 11, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 275,468 12,682 1.59% 1.76% 194 -359 -0.13% Q4 2025 Jan 15, 2026
Stratos Wealth Advisors, LLC History Added to 275,387 12,678 0.61% 0.46% 195 +66,337 31.73% Q4 2025 Jan 20, 2026
MEMBERS WEALTH LLC History Added to 273,330 12,627 7.91% 6.98% 196 +35,656 15.0% Q4 2025 Jan 28, 2026
STEPH & CO History Added to 270,381 12,448 3.59% 3.56% 197 +18,403 7.3% Q4 2025 Jan 23, 2026
First Heartland Consultants, Inc. History Added to 269,725 12,418 0.94% 0.95% 198 +16,028 6.32% Q4 2025 Jan 09, 2026
Cyr Financial Inc. History Added to 262,830 12,100 7.55% 6.73% 199 +49,822 23.39% Q4 2025 Jan 16, 2026
Argo Wealth Advisory, LLC History New 260,895 12,011 7.19% — 200 +260,895 New Q4 2025 Jan 26, 2026
Cornerstone Wealth Management, LLC History Added to 256,940 11,829 0.62% 0.58% 201 +31,193 13.82% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 255,705 11,772 0.17% 0.13% 202 +23,105 9.93% Q4 2025 Feb 02, 2026
Rooted Wealth Advisors, Inc. History Added to 255,153 11,719 3.3% 3.18% 203 +29,895 13.27% Q4 2025 Feb 09, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 251,938 11,599 11.68% 17.11% 204 +25,669 11.34% Q4 2025 Feb 05, 2026
LongView Wealth Management History Added to 250,934 11,575 2.8% 2.59% 205 +44,268 21.42% Q4 2025 Jan 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 250,481 11,532 0.04% 0.04% 206 +20,422 8.88% Q4 2025 Feb 06, 2026
Resolute Wealth Strategies, LLC History Reduced 249,896 11,505 5.04% 5.3% 207 -800 -0.32% Q4 2025 Feb 06, 2026
USAdvisors Wealth Management, LLC History Added to 243,175 11,195 3.69% 3.69% 208 +12,241 5.3% Q4 2025 Feb 05, 2026
Catawba River Capital History Reduced 241,506 11,118 4.95% 5.07% 209 -236 -0.1% Q4 2025 Feb 05, 2026
J.W. COLE ADVISORS, INC. History Added to 244,715 10,992 0.27% 0.2% 210 +23,230 10.49% Q4 2025 Feb 11, 2026
Insight Wealth Partners, LLC History Added to 237,809 10,948 1.5% 3.19% 211 +11,038 4.87% Q4 2025 Feb 17, 2026
DAHRING {-} CUSMANO LLC History Reduced 236,532 10,889 7.57% 7.9% 212 -120 -0.05% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 235,939 10,862 0.13% 0.21% 213 -169,797 -41.85% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 234,826 10,811 0.01% 0.01% 214 +20,716 9.68% Q4 2025 Feb 02, 2026
FWG Holdings, LLC History No change 230,459 10,741 4.08% 4.63% 215 0 0.0% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 230,049 10,591 0.12% 0.11% 216 +20,337 9.7% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 229,002 10,543 0.15% 0.15% 217 +12,233 5.64% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 227,667 10,481 0.07% 0.06% 218 +45,763 25.16% Q4 2025 Feb 17, 2026
Clarity Retirement & Wealth, LLC History New 222,175 10,228 9.0% — 219 +222,175 New Q4 2025 Feb 11, 2026
Provident Living Financial Services, Inc. History New 217,444 10,011 9.83% — 220 +217,444 New Q4 2025 Jan 21, 2026
Apella Capital, LLC History Added to 216,036 9,946 0.2% 0.2% 221 +25,634 13.46% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History Added to 215,677 9,929 0.12% 0.11% 222 +18,520 9.39% Q4 2025 Jan 21, 2026
Clarity Wealth Advisors, LLC History Added to 213,859 9,846 2.01% 1.82% 223 +34,882 19.49% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 209,965 9,666 0.17% 0.22% 224 -13,257 -5.94% Q4 2025 Feb 19, 2026
Holos Integrated Wealth LLC History Added to 208,237 9,587 5.35% 4.12% 225 +57,548 38.19% Q4 2025 Jan 05, 2026
Dakota Wealth Management History New 206,822 9,522 0.17% — 226 +206,822 New Q4 2025 Jan 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 202,474 9,338 0.01% 0.01% 227 +43,452 27.32% Q4 2025 Jan 08, 2026
Opes Wealth Management LLC History Added to 201,653 9,284 1.51% 1.56% 228 +7,275 3.74% Q4 2025 Feb 02, 2026
SPWM Advisors LLC History New 200,653 9,238 8.77% — 229 +200,653 New Q4 2025 Feb 17, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 199,757 9,223 7.12% 6.6% 230 +54,085 37.13% Q4 2025 Feb 17, 2026
Sonoma Allocations LLC History Reduced 199,712 9,182 3.05% 4.94% 231 -90,620 -31.21% Q4 2025 Feb 23, 2026
Gladstone Institutional Advisory LLC History Added to 197,735 9,103 0.34% 0.34% 232 +7,892 4.16% Q4 2025 Feb 17, 2026
INTEGRATED WEALTHCARE, LLC History New 194,620 8,960 7.53% — 233 +194,620 New Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 191,903 8,835 0.06% 0.06% 234 +30,661 19.02% Q4 2025 Feb 12, 2026
Cooper Financial Group History Added to 191,004 8,793 0.94% 0.94% 235 +8,145 4.45% Q4 2025 Jan 08, 2026
Sachetta, LLC History Added to 188,525 8,681 4.75% 3.02% 236 +13,198 7.53% Q4 2025 Feb 02, 2026
Mayfair Advisory Group, LLC History Added to 188,434 8,675 3.37% 3.5% 237 +12,012 6.81% Q4 2025 Jan 21, 2026
TSFG, LLC History Added to 183,507 8,449 1.26% 1.16% 238 +25,986 16.5% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 182,312 8,417 0.39% 0.47% 239 +6,556 3.73% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 182,664 8,408 0.05% 0.05% 240 +18,449 11.23% Q4 2025 Jan 27, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 181,883 8,373 1.36% 1.36% 241 +4,020 2.26% Q4 2025 Jan 28, 2026
Lebenthal Global Advisors, LLC History Reduced 180,335 8,302 1.28% 2.68% 242 -150,858 -45.55% Q4 2025 Jan 28, 2026
Keystone Wealth Services, LLC History Added to 179,828 8,279 1.74% 1.8% 243 +1,884 1.06% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 175,766 8,092 0.72% 0.69% 244 +9,982 6.02% Q4 2025 Feb 26, 2026
Greykasell Wealth Strategies, Inc. History Added to 174,815 8,048 3.18% 3.27% 245 +6,909 4.11% Q4 2025 Feb 11, 2026
Merkkuri Wealth Advisors LLC History Added to 173,504 7,988 5.44% 4.0% 246 +54,203 45.43% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Added to 171,718 7,905 0.19% 0.14% 247 +49,273 40.24% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 169,556 7,806 0.0% 0.0% 248 +52,462 44.8% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 166,257 7,654 0.21% 0.22% 249 +1,622 0.99% Q4 2025 Jan 30, 2026
WealthCare Investment Partners, LLC History Added to 164,777 7,586 2.21% 2.45% 250 +1,525 0.93% Q4 2025 Jan 06, 2026
OmniStar Financial Group, Inc. History Added to 163,757 7,539 4.42% 4.41% 251 +6,136 3.89% Q4 2025 Feb 17, 2026
Flavin Financial Services, Inc. History Added to 163,190 7,513 5.15% 5.12% 252 +7,208 4.62% Q4 2025 Feb 05, 2026
Kestra Investment Management, LLC History Added to 160,728 7,399 0.18% 0.17% 253 +20,490 14.61% Q4 2025 Feb 09, 2026
Parcion Private Wealth LLC History Added to 160,395 7,384 0.45% 0.45% 254 +5,693 3.68% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Reduced 159,072 7,323 0.16% 0.16% 255 -1,305 -0.81% Q4 2025 Feb 02, 2026
Walker Financial Services, Inc. History Reduced 156,385 7,199 2.61% 3.83% 256 -56,518 -26.55% Q4 2025 Jan 28, 2026
SilverOak Wealth Management LLC History Added to 156,180 7,190 1.13% 1.17% 257 +6,658 4.45% Q4 2025 Jan 28, 2026
CMH Wealth Management LLC History Added to 153,339 7,100 1.52% 1.46% 258 +6,085 4.13% Q4 2025 Jan 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 153,373 7,061 0.23% 0.2% 259 +27,069 21.43% Q4 2025 Feb 13, 2026
Dentgroup LLC History Reduced 152,758 7,032 4.83% 5.0% 260 -14,568 -8.71% Q4 2025 Jan 28, 2026
OpenArc Corporate Advisory, LLC History New 150,154 6,913 0.11% — 261 +150,154 New Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 148,516 6,837 1.44% 1.76% 262 +3,157 2.17% Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 147,921 6,810 0.66% 0.58% 263 +24,027 19.39% Q4 2025 Feb 06, 2026
Baker Avenue Asset Management, LP History Added to 146,956 6,765 0.16% 0.16% 264 +4,154 2.91% Q4 2025 Feb 10, 2026
WEALTHSPAN PARTNERS, LLC History Added to 146,662 6,752 2.45% 2.01% 265 +32,865 28.88% Q4 2025 Jan 27, 2026
Accelerate Investment Advisors LLC History Reduced 146,298 6,735 4.54% 4.7% 266 -3,093 -2.07% Q4 2025 Jan 12, 2026
TFB Advisors LLC History Added to 144,766 6,665 1.86% 1.63% 268 +24,289 20.16% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 144,784 6,665 0.12% 0.13% 267 -14,228 -8.95% Q4 2025 Feb 11, 2026
BOS Asset Management, LLC History Added to 144,762 6,664 1.78% 1.81% 269 +5,739 4.13% Q4 2025 Jan 09, 2026
MCF Advisors LLC History Added to 143,907 6,663 0.37% 0.0% 270 +143,577 43508.18% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 142,634 6,566 0.53% 0.32% 271 +62,457 77.9% Q4 2025 Feb 12, 2026
Eaton Financial Holdings Company, LLC History Added to 141,119 6,497 1.75% 1.66% 272 +13,554 10.63% Q4 2025 Feb 09, 2026
Axis Wealth Partners, LLC History Added to 138,260 6,365 3.52% 3.65% 273 +3,443 2.55% Q4 2025 Jan 30, 2026
Crumly & Associates Inc. History Added to 137,935 6,350 1.33% 1.33% 274 +6,386 4.85% Q4 2025 Jan 14, 2026
UNIQUE WEALTH, LLC History Added to 137,392 6,325 0.88% 0.88% 275 +7,490 5.77% Q4 2025 Jan 06, 2026
CRA Financial Services, LLC History Added to 137,289 6,320 0.83% 0.76% 276 +16,839 13.98% Q4 2025 Jan 16, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 136,472 6,283 0.33% 0.3% 277 +32,830 31.68% Q4 2025 Jan 26, 2026
NewEdge Wealth, LLC History Added to 136,201 6,270 0.07% 0.07% 278 +36,761 36.97% Q4 2025 Feb 03, 2026
PITTENGER & ANDERSON INC History Added to 134,703 6,201 0.24% 0.09% 279 +81,665 153.97% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 134,424 6,188 0.01% 0.01% 280 +3,071 2.34% Q4 2025 Feb 18, 2026
Landmark Wealth Management, LLC History Added to 133,082 6,127 2.34% 2.29% 281 +8,487 6.81% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 130,350 6,001 0.28% 0.28% 282 +277 0.21% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Added to 129,434 5,959 0.26% 0.25% 283 +9,053 7.52% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 128,999 5,939 0.29% 0.33% 284 +10,539 8.9% Q4 2025 Jan 28, 2026
SPINNAKER TRUST History Added to 128,928 5,935 0.32% 0.32% 285 +4,233 3.39% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Reduced 128,632 5,922 0.27% 0.29% 286 -4,001 -3.02% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 127,867 5,887 0.01% 0.01% 287 +51,000 66.35% Q4 2025 Feb 11, 2026
LINCOLN CAPITAL CORP History Added to 127,286 5,860 2.08% 1.39% 288 +43,633 52.16% Q4 2025 Jan 23, 2026
Stratos Investment Management, LLC History Added to 127,027 5,848 0.23% 0.23% 289 +4,927 4.04% Q4 2025 Jan 20, 2026
Carnegie Investment Counsel History Added to 126,222 5,811 0.11% 0.09% 290 +25,910 25.83% Q4 2025 Jan 23, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 125,641 5,784 3.46% 3.6% 291 +3,210 2.62% Q4 2025 Feb 03, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 123,217 5,672 0.9% 0.78% 292 +20,803 20.31% Q4 2025 Jan 08, 2026
OakTrust Wealth Advisors, LLC History New 122,295 5,630 5.2% — 293 +122,295 New Q4 2025 Feb 27, 2026
Quad-Cities Investment Group, LLC History Added to 121,543 5,595 2.31% 2.15% 294 +12,357 11.32% Q4 2025 Jan 14, 2026
Onyx Bridge Wealth Group LLC History Added to 120,577 5,559 0.59% 0.61% 295 +28 0.02% Q4 2025 Feb 18, 2026
COMERICA BANK History Added to 118,747 5,467 0.02% 0.02% 296 +16,476 16.11% Q4 2025 Jan 29, 2026
Betterment LLC History Added to 116,703 5,373 0.01% 0.01% 297 +11,721 11.16% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 115,823 5,332 0.24% 0.24% 298 +8,955 8.38% Q4 2025 Feb 17, 2026
Clearwave Capital, LLC History New 115,144 5,301 3.91% — 299 +115,144 New Q4 2025 Mar 02, 2026
IFP Advisors, Inc History Added to 114,667 5,279 0.12% 0.13% 300 +3,257 2.92% Q4 2025 Feb 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 114,341 5,264 1.17% 1.26% 301 +1,839 1.63% Q4 2025 Jan 09, 2026
CFO4Life Group, LLC History Reduced 112,949 5,200 0.74% 0.79% 302 -5,270 -4.46% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 111,601 5,156 0.03% 0.01% 303 +73,144 190.2% Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History Added to 111,743 5,144 0.94% 0.99% 304 +2,981 2.74% Q4 2025 Feb 10, 2026
Davis Wealth Advisors, LLC History New 111,596 5,137 4.27% — 305 +111,596 New Q4 2025 Feb 17, 2026
RDA Financial Network History Added to 110,834 5,102 1.23% 1.2% 306 +5,996 5.72% Q4 2025 Jan 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 110,300 5,078 0.01% 0.02% 307 -170,400 -60.71% Q4 2025 Feb 12, 2026
Allen Capital Group, LLC History Reduced 108,715 5,005 0.46% 0.5% 308 -6,131 -5.34% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 108,233 4,998 0.19% 0.26% 309 +17,461 19.24% Q4 2025 Feb 13, 2026
FIRST UNITED BANK & TRUST History Added to 108,389 4,990 1.59% 1.62% 310 +686 0.64% Q4 2025 Jan 21, 2026
M Holdings Securities, Inc. History New 108,355 4,989 0.36% — 311 +108,355 New Q4 2025 Feb 11, 2026
Maple Capital Management, Inc. History Added to 106,384 4,897 0.31% 0.32% 312 +1,981 1.9% Q4 2025 Feb 03, 2026
Barry Investment Advisors, LLC History Added to 104,530 4,840 1.08% 1.01% 313 +9,629 10.15% Q4 2025 Feb 09, 2026
Chesley Taft & Associates LLC History Added to 104,290 4,801 0.19% 0.19% 314 +6,680 6.84% Q4 2025 Jan 14, 2026
BETO FINANCIAL GROUP, LLC History New 104,324 4,792 3.23% — 315 +104,324 New Q4 2025 Feb 10, 2026
Spectrum Investment Advisors, Inc. History Added to 103,952 4,785 2.4% 2.55% 316 +2,098 2.06% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Reduced 102,927 4,738 0.27% 0.28% 317 -68 -0.07% Q4 2025 Feb 10, 2026
Strata Wealth Advisors, LLC History Added to 101,876 4,690 1.3% 0.92% 318 +26,534 35.22% Q4 2025 Feb 12, 2026
Keenan, LLC History New 101,859 4,689 4.12% — 319 +101,859 New Q4 2025 Mar 04, 2026
Ipsen Advisor Group LLC History Added to 101,835 4,688 3.33% 3.17% 320 +6,657 6.99% Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History Added to 99,162 4,591 0.12% 0.12% 321 +9,993 11.21% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History Added to 98,179 4,520 0.15% 0.16% 322 +22,601 29.9% Q4 2025 Jan 20, 2026
Opal Wealth Advisors, LLC History Added to 97,527 4,490 1.17% 1.25% 323 +17 0.02% Q4 2025 Jan 26, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 97,039 4,467 7.41% 5.5% 324 +8,169 9.19% Q4 2025 Feb 09, 2026
PKS Advisory Services, LLC History Added to 96,421 4,439 1.01% 0.92% 325 +670 0.7% Q4 2025 Feb 02, 2026
Triangle Securities Wealth Management History Added to 95,390 4,391 0.93% 0.96% 326 +4,038 4.42% Q4 2025 Jan 13, 2026
Ancora Advisors LLC History Added to 94,641 4,357 0.09% 0.03% 327 +64,246 211.37% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 92,622 4,264 0.2% 0.15% 328 +16,710 22.01% Q4 2025 Jan 21, 2026
Apex Wealth Management, LLC History Reduced 92,265 4,254 4.32% 3.22% 329 -5,226 -5.36% Q4 2025 Jan 26, 2026
Essential Planning, LLC. History Added to 91,614 4,217 1.34% 0.91% 330 +34,329 59.93% Q4 2025 Jan 15, 2026
InTrack Investment Management Inc History Added to 89,021 4,098 2.29% 2.28% 331 +6,458 7.82% Q4 2025 Jan 14, 2026
Paragon Advisors, LLC History Added to 88,638 4,080 1.11% 1.02% 332 +3,452 4.05% Q4 2025 Jan 12, 2026
Peterson Wealth Advisors, LLC History Reduced 88,332 4,066 0.54% 0.64% 333 -4,386 -4.73% Q4 2025 Jan 09, 2026
Advisor OS, LLC History Added to 88,000 4,051 0.33% 0.29% 334 +15,508 21.39% Q4 2025 Feb 04, 2026
Intrua Financial, LLC History Added to 87,352 4,021 0.42% 0.31% 335 +25,613 41.49% Q4 2025 Feb 05, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Reduced 86,078 3,986 2.72% 3.02% 336 -928 -1.07% Q4 2025 Feb 02, 2026
PRINCIPAL SECURITIES, INC. History Added to 85,778 3,949 0.06% 0.04% 337 +33,605 64.41% Q4 2025 Feb 12, 2026
Family Capital Management, Inc. History Added to 83,876 3,861 1.72% 1.6% 338 +11,485 15.87% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 83,825 3,859 0.04% 0.05% 339 -2,675 -3.09% Q4 2025 Jan 20, 2026
Red Mountain Financial, LLC History Reduced 83,712 3,854 3.78% 4.14% 340 -4,471 -5.07% Q4 2025 Jan 26, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 80,291 3,696 1.34% — 341 +80,291 New Q4 2025 Mar 26, 2026
TritonPoint Partners, LLC History New 79,748 3,692 1.97% — 342 +79,748 New Q4 2025 Feb 13, 2026
Tower Wealth Partners, Inc. History Added to 80,153 3,690 2.03% 1.77% 343 +10,520 15.11% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Added to 79,965 3,681 0.17% 0.17% 344 +2,647 3.42% Q4 2025 Feb 13, 2026
LEIGH BALDWIN & CO., LLC History Added to 78,374 3,608 2.37% 1.97% 345 +2,858 3.78% Q4 2025 Feb 12, 2026
Horizon Investment Services, LLC History Added to 77,460 3,566 1.28% 1.3% 346 +3,218 4.33% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Added to 77,137 3,551 0.23% 0.23% 347 +3,154 4.26% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 76,538 3,523 0.04% 0.04% 348 +6,132 8.71% Q4 2025 Feb 02, 2026
21 West Wealth Management LLC History Added to 74,578 3,433 3.14% 3.18% 349 +2,143 2.96% Q4 2025 Jan 13, 2026
Diversify Advisory Services, LLC History New 74,313 3,426 0.11% — 350 +74,313 New Q4 2025 Jan 23, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 72,901 3,356 0.47% 0.45% 351 +6,611 9.97% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Reduced 72,039 3,316 0.02% 0.03% 352 -20,270 -21.96% Q4 2025 Feb 03, 2026
Investment Advisory Group, LLC History Added to 71,185 3,277 0.84% 0.89% 353 +303 0.43% Q4 2025 Jan 23, 2026
Shore Point Advisors, LLC History Added to 77,593 3,244 1.37% 1.35% 354 +11,607 17.59% Q4 2025 Jan 23, 2026
Warwick Investment Management, Inc. History Reduced 70,425 3,242 0.5% 0.6% 355 -4,389 -5.87% Q4 2025 Jan 15, 2026
Sanctuary Advisors, LLC History Added to 70,266 3,235 0.02% 0.0% 356 +57,547 452.45% Q4 2025 Jan 29, 2026
Mainsail Financial Group, LLC History Reduced 70,211 3,232 1.34% 1.4% 357 -248 -0.35% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 68,979 3,175 0.01% 0.01% 358 -3,805 -5.23% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 68,292 3,144 0.01% 0.0% 359 +20,952 44.26% Q4 2025 Mar 16, 2026
Future Financial Wealth Managment LLC History Added to 68,017 3,125 2.1% 1.92% 360 +2,138 3.25% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Reduced 67,505 3,107 0.11% 0.17% 361 -28,747 -29.87% Q4 2025 Jan 21, 2026
DecisionMap Wealth Management, LLC History Added to 67,320 3,099 1.91% 1.44% 362 +18,813 38.78% Q4 2025 Jan 07, 2026
Golden State Equity Partners History Reduced 66,987 3,084 0.5% 0.75% 363 -29,206 -30.36% Q4 2025 Jan 29, 2026
UPTICK PARTNERS, LLC History Added to 66,538 3,063 0.65% 0.22% 364 +48,148 261.82% Q4 2025 Feb 02, 2026
XY Planning Network, Inc. History New 65,969 3,037 0.53% — 365 +65,969 New Q4 2025 Jan 26, 2026
Canvas Wealth Advisors, LLC History Added to 65,316 3,024 0.51% 0.46% 366 +11,013 20.28% Q4 2025 Jan 12, 2026
Mascagni Wealth Management, Inc. History Added to 64,366 2,963 2.21% 2.28% 367 +480 0.75% Q4 2025 Feb 11, 2026
Capital Asset Advisory Services LLC History Added to 64,031 2,953 0.12% 0.12% 368 +2,830 4.62% Q4 2025 Jan 09, 2026
KG&L Capital Management,LLC History Added to 63,568 2,926 0.73% 0.63% 369 +12,632 24.8% Q4 2025 Jan 23, 2026
COZAD ASSET MANAGEMENT INC History Reduced 63,407 2,919 0.23% 0.25% 370 -3,756 -5.59% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 63,384 2,918 0.31% 0.32% 371 +38 0.06% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Added to 62,803 2,891 0.17% 0.12% 372 +18,861 42.92% Q4 2025 Jan 30, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 62,724 2,887 0.18% 0.08% 373 +37,588 149.54% Q4 2025 Feb 04, 2026
FORONJY FINANCIAL LLC History Added to 60,329 2,777 1.16% 1.19% 374 +1,580 2.69% Q4 2025 Feb 03, 2026
Powell Investment Advisors, LLC History Added to 59,963 2,776 0.96% 0.97% 375 +18 0.03% Q4 2025 Feb 09, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 60,271 2,774 0.18% 0.19% 376 +2 0.0% Q4 2025 Jan 23, 2026
OLD MISSION CAPITAL LLC History Added to 60,127 2,768 0.06% 0.02% 377 +40,621 208.25% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 60,015 2,763 0.18% 0.12% 378 +20,619 52.34% Q4 2025 Jan 23, 2026
Retirement Management Systems Inc. History New 58,858 2,709 0.69% — 379 +58,858 New Q4 2025 Feb 12, 2026
Gallagher Fiduciary Advisors, LLC History Added to 57,123 2,629 0.09% 0.09% 380 +4,696 8.96% Q4 2025 Feb 17, 2026
Boston Partners History Added to 56,010 2,593 0.0% 0.0% 381 +14,541 35.06% Q4 2025 Feb 13, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 55,588 2,559 1.27% 1.16% 382 +9,775 21.34% Q4 2025 Jan 30, 2026
Verity Asset Management, Inc. History Reduced 55,225 2,542 1.09% 1.55% 383 -47,515 -46.25% Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History Added to 54,866 2,526 0.13% 0.14% 384 +3,127 6.04% Q4 2025 Jan 20, 2026
Wingate Wealth Advisors, Inc. History Reduced 54,185 2,494 1.39% 1.75% 385 -384 -0.7% Q4 2025 Jan 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 53,950 2,483 0.15% 0.15% 386 +3,875 7.74% Q4 2025 Feb 17, 2026
Professional Financial Advisors, LLC History Reduced 53,241 2,451 0.5% 0.52% 387 -235 -0.44% Q4 2025 Jan 15, 2026
Transcendent Capital Group LLC History Added to 53,092 2,444 1.11% 1.02% 388 +3,610 7.3% Q4 2025 Jan 26, 2026
BROWN ADVISORY INC History No change 52,359 2,410 0.0% 0.0% 389 0 0.0% Q4 2025 Feb 13, 2026
NWAM LLC History Reduced 52,154 2,409 0.13% 0.17% 390 -15,453 -22.86% Q4 2025 Feb 04, 2026
Cerity Partners LLC History Added to 52,163 2,401 0.0% 0.0% 391 +10,292 24.58% Q4 2025 Feb 11, 2026
LEGACY SOLUTIONS, LLC History Added to 51,796 2,384 2.09% 2.13% 392 +538 1.05% Q4 2025 Jan 14, 2026
StoneX Group Inc. History Added to 51,306 2,382 0.1% 0.1% 393 +176 0.34% Q4 2025 Feb 12, 2026
Sugar Maple Asset Management, LLC History New 51,000 2,348 1.58% — 394 +51,000 New Q4 2025 Jan 20, 2026
SHP Wealth Management History New 50,629 2,330 0.18% — 395 +50,629 New Q4 2025 Mar 04, 2026
Bryant Woods Investment Advisors, LLC History Added to 49,409 2,274 0.88% 0.75% 396 +8,181 19.84% Q4 2025 Jan 23, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 48,992 2,255 1.66% 1.64% 397 +2,789 6.04% Q4 2025 Jan 23, 2026
Fullerton Advisors, LLC History New 48,863 2,249 2.25% — 398 +48,863 New Q4 2025 Feb 02, 2026
Interchange Capital Partners, LLC History Added to 46,872 2,157 0.4% 0.37% 399 +6,249 15.38% Q4 2025 Jan 30, 2026
Galvin, Gaustad & Stein, LLC History Reduced 46,742 2,152 0.17% 0.18% 400 -329 -0.7% Q4 2025 Jan 23, 2026
Eley Financial Management, Inc History Added to 45,327 2,086 0.75% 0.75% 401 +361 0.8% Q4 2025 Feb 12, 2026
WCG Wealth Advisors LLC History Added to 45,226 2,081 0.06% 0.11% 402 +8,463 23.02% Q4 2025 Feb 10, 2026
Marble Wealth, LLC History New 45,103 2,076 0.29% — 403 +45,103 New Q4 2025 Feb 10, 2026
Woodside Wealth Management LLC History Added to 44,894 2,066 1.54% 1.53% 404 +2,927 6.97% Q4 2025 Jan 30, 2026
Kuhn & Co Investment Counsel History Added to 44,623 2,054 1.37% 1.56% 405 +2,103 4.95% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History New 44,280 2,038 0.03% — 406 +44,280 New Q4 2025 Feb 02, 2026
Bangor Savings Bank History No change 44,198 2,034 0.16% 0.17% 407 0 0.0% Q4 2025 Jan 16, 2026
Connecticut Wealth Management, LLC History Added to 43,740 2,013 0.09% 0.07% 408 +10,678 32.3% Q4 2025 Feb 12, 2026
Riverbend Wealth Management, LLC History Reduced 43,112 1,984 1.23% 1.45% 409 -1,755 -3.91% Q4 2025 Jan 29, 2026
IRON Financial LLC History Reduced 40,276 1,854 0.85% 0.97% 410 -3,571 -8.14% Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History New 39,921 1,837 0.05% — 411 +39,921 New Q4 2025 Jan 23, 2026
McAdam, LLC History Reduced 39,595 1,822 0.08% 0.09% 412 -337 -0.84% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 39,187 1,804 0.14% 0.13% 413 +2,150 5.81% Q4 2025 Jan 23, 2026
Slagle Financial, LLC History Reduced 38,930 1,792 0.63% 0.69% 414 -1,571 -3.88% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History New 38,567 1,775 0.03% — 415 +38,567 New Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 38,010 1,749 0.05% 0.06% 416 0 0.0% Q4 2025 Feb 13, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 37,537 1,728 0.82% 0.71% 418 +5,959 18.87% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Reduced 37,583 1,728 0.01% 0.01% 417 -1,528 -3.91% Q4 2025 Feb 12, 2026
Gaddis Premier Wealth Advisors LLC History New 37,251 1,715 1.3% — 419 +37,251 New Q4 2025 Feb 11, 2026
Rede Wealth, LLC History New 36,614 1,685 0.59% — 420 +36,614 New Q4 2025 Jan 23, 2026
Summit Wealth Partners, LLC History New 36,185 1,665 0.31% — 421 +36,185 New Q4 2025 Jan 27, 2026
ZACKS INVESTMENT MANAGEMENT History New 35,895 1,652 0.01% — 422 +35,895 New Q4 2025 Feb 17, 2026
Bond & Devick Financial Network, Inc. History Added to 35,715 1,644 0.46% 0.44% 423 +4,331 13.8% Q4 2025 Jan 14, 2026
John W. Brooker & Co., CPAs History Reduced 35,081 1,615 2.89% 3.71% 424 -4,410 -11.17% Q4 2025 Jan 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 34,944 1,608 0.02% 0.02% 425 +10,290 41.74% Q4 2025 Feb 10, 2026
Berger Financial Group, Inc History Added to 34,848 1,604 0.09% 0.09% 426 +509 1.48% Q4 2025 Jan 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 34,107 1,570 0.09% 0.09% 427 +24 0.07% Q4 2025 Jan 14, 2026
Ascent Group, LLC History Added to 34,016 1,566 0.05% 0.05% 428 +774 2.33% Q4 2025 Jan 20, 2026
ORG Partners LLC History Added to 33,559 1,545 0.27% 0.27% 429 +3,996 13.52% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 33,550 1,544 0.04% 0.04% 430 +1,950 6.17% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Added to 32,972 1,518 0.06% 0.05% 431 +2,917 9.71% Q4 2025 Feb 02, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 32,422 1,493 1.02% 1.06% 432 +163 0.51% Q4 2025 Feb 13, 2026
GERBER, LLC History Added to 32,125 1,479 0.82% 0.73% 433 +6,997 27.85% Q4 2025 Jan 21, 2026
Hartmann Taylor Wealth Management, LLC History Added to 32,120 1,478 1.0% 1.06% 434 +59 0.18% Q4 2025 Jan 15, 2026
Compound Planning, Inc. History Added to 32,018 1,474 0.04% 0.05% 435 +1,756 5.8% Q4 2025 Feb 19, 2026
KEYVANTAGE WEALTH, LLC History Reduced 31,807 1,464 0.63% 0.63% 436 -778 -2.39% Q4 2025 Feb 10, 2026
United Advisor Group, LLC History Added to 31,556 1,452 0.18% 0.17% 437 +4,118 15.01% Q4 2025 Jan 26, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 31,444 1,447 0.03% 0.03% 438 -4,707 -13.02% Q4 2025 Feb 12, 2026
Traveka Wealth, LLC History Added to 31,369 1,444 0.59% 0.3% 439 +16,926 117.19% Q4 2025 Jan 08, 2026
Ballast Financial Advisors LLC History New 31,264 1,439 1.48% — 440 +31,264 New Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 31,020 1,428 0.33% 0.31% 441 +2,191 7.6% Q4 2025 Jan 21, 2026
Allegheny Financial Group History Reduced 29,808 1,372 0.2% 0.55% 442 -33,802 -53.14% Q4 2025 Feb 02, 2026
Rinkey Investments History Reduced 29,251 1,346 0.34% 0.48% 443 -10,202 -25.86% Q4 2025 Feb 04, 2026
Abbot Financial Management, Inc. History Added to 29,230 1,345 0.56% 0.47% 444 +5,515 23.26% Q4 2025 Feb 13, 2026
Next Level Wealth Planning, LLC History Added to 28,926 1,331 0.71% 0.67% 445 +3,310 12.92% Q4 2025 Jan 26, 2026
Financial Freedom, LLC History Added to 27,963 1,287 0.64% 0.24% 446 +17,461 166.26% Q4 2025 Feb 17, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 27,296 1,260 0.37% 0.43% 447 +63 0.23% Q4 2025 Feb 10, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 27,109 1,248 0.04% 0.04% 448 -160 -0.59% Q4 2025 Feb 10, 2026
BIP Wealth, LLC History Added to 27,095 1,247 0.04% 0.01% 449 +20,565 314.93% Q4 2025 Jan 21, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 26,988 1,242 0.13% — 450 +26,988 New Q4 2025 Feb 09, 2026
Centurion Wealth Management LLC History Added to 26,868 1,237 0.27% 0.26% 451 +2,440 9.99% Q4 2025 Jan 14, 2026
Waterfront Wealth Inc. History Added to 26,326 1,216 0.23% 0.24% 452 +908 3.57% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 25,860 1,190 0.0% 0.0% 453 +1,467 6.01% Q4 2025 Jan 23, 2026
Armor Investment Advisors, LLC History New 25,749 1,185 0.44% — 454 +25,749 New Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 25,454 1,171 0.01% 0.01% 455 +4,957 24.18% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 25,414 1,170 0.24% 0.24% 456 +3,422 15.56% Q4 2025 Feb 11, 2026
Asempa Wealth Advisors History New 25,294 1,164 1.0% — 458 +25,294 New Q4 2025 Jan 08, 2026
Modera Wealth Management, LLC History No change 25,289 1,164 0.01% 0.01% 457 0 0.0% Q4 2025 Jan 21, 2026
Curtis Advisory Group, LLC History Added to 25,220 1,161 0.24% 0.25% 459 +1,342 5.62% Q4 2025 Jan 23, 2026
Wealth Watch Advisors, INC History Added to 25,169 1,158 0.43% 0.38% 460 +5,150 25.73% Q4 2025 Feb 17, 2026
National Wealth Management Group, LLC History New 24,996 1,150 0.4% — 461 +24,996 New Q4 2025 Jan 12, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 24,819 1,142 0.66% 0.66% 462 +60 0.24% Q4 2025 Jan 15, 2026
Daybright Advisory Services, Inc. History New 24,741 1,139 0.3% — 463 +24,741 New Q4 2025 Feb 12, 2026
Fairvoy Private Wealth, LLC History Added to 24,289 1,118 0.25% 0.23% 464 +2,160 9.76% Q4 2025 Jan 14, 2026
Pathstone Holdings, LLC History New 24,114 1,110 0.0% — 465 +24,114 New Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 23,732 1,092 0.11% 0.03% 466 +17,894 306.51% Q4 2025 Jan 22, 2026
IBEX WEALTH ADVISORS History Reduced 23,711 1,091 0.11% 0.11% 467 -1,139 -4.58% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 23,541 1,083 0.05% 0.12% 468 -52,505 -69.04% Q4 2025 Feb 17, 2026
Forum Private Client Group LLC History Added to 22,964 1,057 0.36% 0.31% 469 +3,970 20.9% Q4 2025 Feb 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 22,546 1,040 0.15% 0.11% 470 +7,593 50.78% Q4 2025 Feb 11, 2026
Post Resch Tallon Group Inc. History Reduced 22,506 1,036 0.88% 0.92% 471 -110 -0.49% Q4 2025 Jan 09, 2026
Box Hill Private Wealth LLC History New 22,290 1,026 1.04% — 473 +22,290 New Q4 2025 Feb 09, 2026
CGN Advisors LLC History Added to 22,298 1,026 0.08% 0.08% 472 +799 3.72% Q4 2025 Jan 05, 2026
CreativeOne Wealth, LLC History Added to 22,169 1,020 0.02% 0.02% 474 +6,855 44.76% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 22,119 1,018 0.0% 0.0% 475 +3,534 19.02% Q4 2025 Feb 12, 2026
Valley Financial Group, Inc. History Reduced 21,979 1,011 0.57% 0.76% 476 -7,128 -24.49% Q4 2025 Feb 18, 2026
Founders Financial Alliance, LLC History New 21,620 995 0.19% — 477 +21,620 New Q4 2025 Feb 12, 2026
Insight Wealth Strategies, LLC History Added to 21,404 985 0.11% 0.1% 478 +3,869 22.06% Q4 2025 Jan 02, 2026
Cosner Financial Group, LLC History Added to 21,281 979 0.5% 0.23% 479 +428 2.05% Q4 2025 Jan 30, 2026
Qube Research & Technologies Ltd History Added to 21,262 978 0.0% 0.0% 480 +11,819 125.16% Q4 2025 Feb 17, 2026
Chris Bulman Inc History Added to 20,854 960 0.42% 0.42% 481 +2,578 14.11% Q4 2025 Jan 14, 2026
Indie Asset Partners, LLC History Added to 20,786 956 1.07% 1.01% 482 +4,341 26.4% Q4 2025 Feb 03, 2026
COMMONS CAPITAL, LLC History Added to 20,736 954 0.64% 0.55% 483 +2,458 13.45% Q4 2025 Jan 05, 2026
Traynor Capital Management, Inc. History Added to 20,575 947 0.05% 0.03% 484 +9,899 92.72% Q4 2025 Jan 12, 2026
Register Financial Advisors LLC History Reduced 20,570 947 0.37% 0.38% 485 -437 -2.08% Q4 2025 Jan 21, 2026
King Wealth Management Group History Reduced 20,529 945 0.11% 0.12% 486 -384 -1.84% Q4 2025 Feb 09, 2026
NCM Capital Management, LLC History Added to 20,341 936 0.35% 0.36% 487 +100 0.49% Q4 2025 Mar 02, 2026
Cedar Point Capital Partners, LLC History Reduced 20,314 935 0.6% 0.64% 488 -691 -3.29% Q4 2025 Feb 11, 2026
Latitude Advisors, LLC History Added to 20,299 934 0.41% 0.41% 489 +819 4.2% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Reduced 20,088 924 0.05% 0.05% 490 -1,582 -7.3% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Reduced 19,794 911 0.01% 0.01% 491 -2,437 -10.96% Q4 2025 Feb 06, 2026
Regal Investment Advisors LLC History New 19,436 894 0.05% — 492 +19,436 New Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History Reduced 18,903 870 0.26% 0.28% 493 -254 -1.33% Q4 2025 Feb 11, 2026
TWO SIGMA SECURITIES, LLC History Added to 18,840 867 0.12% 0.08% 494 +7,284 63.03% Q4 2025 Feb 17, 2026
Camelot Portfolios, LLC History Reduced 18,747 863 0.53% 0.52% 495 -307 -1.61% Q4 2025 Jan 29, 2026
First Bank & Trust History Added to 18,534 853 0.14% 0.08% 496 +7,892 74.16% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History Added to 18,324 843 0.09% 0.04% 497 +9,595 109.92% Q4 2025 Mar 03, 2026
Trust Investment Advisors History No change 18,292 842 0.45% 0.48% 498 0 0.0% Q4 2025 Jan 20, 2026
MMA ASSET MANAGEMENT LLC History Reduced 18,267 841 0.3% 0.34% 499 -3,723 -16.93% Q4 2025 Feb 03, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 18,240 839 0.12% 0.12% 500 0 0.0% Q4 2025 Feb 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 18,114 833 0.1% 0.09% 501 +1,150 6.78% Q4 2025 Feb 13, 2026
Kearns & Associates LLC History No change 18,035 830 0.43% 0.44% 502 0 0.0% Q4 2025 Jan 08, 2026
CoreCap Advisors, LLC History Added to 17,904 824 0.03% 0.02% 503 +3,257 22.24% Q4 2025 Jan 13, 2026
RCW Management, LLC History New 17,723 815 0.82% — 504 +17,723 New Q4 2025 Jan 30, 2026
Insight Advisors, LLC/ PA History Added to 17,697 814 0.12% 0.12% 505 +71 0.4% Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History New 16,971 781 0.03% — 506 +16,971 New Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Added to 16,785 772 0.41% 0.41% 507 +530 3.26% Q4 2025 Feb 24, 2026
GOLDMAN SACHS GROUP INC History Added to 16,535 761 0.0% 0.0% 508 +4,136 33.36% Q4 2025 Mar 25, 2026
Clearstead Trust, LLC History Added to 16,525 760 0.12% 0.1% 509 +3,981 31.74% Q4 2025 Feb 09, 2026
Plan A Wealth LLC History Added to 16,500 759 0.37% 0.22% 510 +7,052 74.64% Q4 2025 Feb 06, 2026
Brookwood Investment Group LLC History Reduced 16,409 755 0.09% 0.17% 511 -12,697 -43.62% Q4 2025 Jan 22, 2026
Apollon Financial, LLC History New 16,281 749 0.11% — 512 +16,281 New Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Added to 16,073 739 0.05% 0.05% 513 +113 0.71% Q4 2025 Feb 20, 2026
WORLD EQUITY GROUP, INC. History Added to 15,891 731 0.2% 0.17% 514 +1 0.01% Q4 2025 Jan 12, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 15,753 725 0.21% 0.19% 515 +1,928 13.95% Q4 2025 Jan 27, 2026
Planning Project LLC History New 15,678 721 0.18% — 516 +15,678 New Q4 2025 Feb 12, 2026
FELL CAPITAL MANAGEMENT /ADV History New 15,660 720 0.7% — 517 +15,660 New Q4 2025 Mar 27, 2026
LaSalle St. Investment Advisors, LLC History Added to 15,610 718 0.12% 0.09% 518 +5,308 51.52% Q4 2025 Feb 17, 2026
MidAtlantic Capital Management, Inc. History Reduced 15,541 715 0.46% 0.5% 519 -248 -1.57% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 15,251 702 0.0% 0.0% 520 +261 1.74% Q4 2025 Feb 17, 2026
AMG National Trust Bank History No change 14,748 678 0.02% 0.02% 521 0 0.0% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 14,415 663 0.02% 0.02% 522 +3,155 28.02% Q4 2025 Feb 06, 2026
Cadence Bank History New 14,387 662 0.04% — 523 +14,387 New Q4 2025 Jan 30, 2026
Brown Financial Advisory History No change 14,285 657 0.33% 0.35% 524 0 0.0% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History Added to 14,184 653 0.01% 0.0% 525 +562 4.13% Q4 2025 Jan 05, 2026
Dupree Financial Group, LLC History Added to 14,135 650 0.24% 0.24% 526 +219 1.57% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History Reduced 14,088 648 0.04% 0.22% 527 -55,672 -79.81% Q4 2025 Apr 02, 2026
Asset One Wealth Management LLC History New 14,048 645 0.09% — 528 +14,048 New Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History New 13,968 643 0.02% — 529 +13,968 New Q4 2025 Feb 09, 2026
REGATTA CAPITAL GROUP, LLC History Added to 13,849 637 0.1% 0.1% 530 +4 0.03% Q4 2025 Jan 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 13,795 635 0.04% 0.01% 531 +8,660 168.65% Q4 2025 Feb 04, 2026
Marshall Financial Group, LLC History Reduced 13,505 621 0.12% 0.13% 532 -589 -4.18% Q4 2025 Jan 09, 2026
McElhenny Sheffield Capital Management, LLC History Added to 13,006 598 0.15% 0.14% 533 +36 0.28% Q4 2025 Jan 21, 2026
William Howard & Co Financial Advisors Inc History No change 12,964 596 0.5% 0.51% 534 0 0.0% Q4 2025 Jan 21, 2026
Burns Matteson Capital Management, LLC History No change 12,943 595 0.21% 0.24% 535 0 0.0% Q4 2025 Jan 15, 2026
Ameritas Investment Partners, Inc. History Added to 12,868 592 0.02% 0.02% 536 +1,086 9.22% Q4 2025 Feb 11, 2026
Element Wealth, LLC History Added to 12,709 585 0.24% 0.21% 537 +2,262 21.65% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 12,683 583 0.0% 0.0% 538 +1,317 11.59% Q4 2025 Feb 18, 2026
Towercrest Capital Management History Added to 12,636 581 0.09% 0.08% 539 +2,020 19.03% Q4 2025 Jan 21, 2026
MontVue Capital Management, Inc. History Reduced 12,613 580 0.39% 0.39% 540 -83 -0.65% Q4 2025 Jan 27, 2026
BOKF, NA History New 12,470 574 0.01% — 541 +12,470 New Q4 2025 Feb 03, 2026
Cadent Capital Advisors, LLC History Added to 12,480 574 0.15% 0.15% 542 +135 1.09% Q4 2025 Jan 13, 2026
Focus Financial Network, Inc. History Reduced 12,348 571 0.02% 0.02% 543 -111 -0.89% Q4 2025 Jan 12, 2026
Miller Financial Services LLC History No change 12,390 570 0.67% 0.66% 544 0 0.0% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 12,333 567 0.0% 0.0% 545 +7,489 154.6% Q4 2025 Jan 26, 2026
KOM Wealth Management Group, LLC History Added to 12,272 565 0.4% 0.32% 546 +2,997 32.31% Q4 2025 Jan 23, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History New 12,245 563 0.1% — 547 +12,245 New Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Reduced 12,013 553 0.03% 0.11% 548 -42,008 -77.76% Q4 2025 Jan 30, 2026
Seelaus Asset Management LLC History Added to 11,995 552 0.44% 0.43% 549 +125 1.05% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 11,964 550 0.0% 0.0% 550 +4,923 69.92% Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 11,912 548 0.01% 0.01% 551 -462 -3.73% Q4 2025 Feb 03, 2026
Keystone Financial Group History Added to 11,848 545 0.04% 0.04% 552 +1,531 14.84% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 11,655 536 0.03% 0.04% 553 -734 -5.92% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History No change 11,574 533 0.03% 0.03% 554 0 0.0% Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 11,528 530 0.07% — 555 +11,528 New Q4 2025 Feb 04, 2026
Elevation Wealth Management LLC History New 11,388 527 0.51% — 556 +11,388 New Q4 2025 Feb 12, 2026
Sensenig Capital Advisors, Inc History New 11,373 523 0.53% — 558 +11,373 New Q4 2025 Jan 21, 2026
Kraft, Davis & Associates, LLC History Added to 11,330 523 0.12% 0.13% 557 +208 1.87% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Reduced 11,251 518 0.02% 0.03% 559 -310 -2.68% Q4 2025 Jan 26, 2026
SageView Advisory Group, LLC History Reduced 11,227 516 0.02% 0.02% 560 -646 -5.44% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Reduced 11,143 513 0.16% 0.64% 561 -2,928 -20.81% Q4 2025 Feb 17, 2026
Lakeshore Capital Group, Inc. History Reduced 11,030 507 0.41% 1.21% 562 -21,431 -66.02% Q4 2025 Jan 21, 2026
International Private Wealth Advisors LLC History Reduced 10,933 503 0.32% 0.42% 563 -3,491 -24.2% Q4 2025 Jan 14, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 10,837 498 0.33% 0.36% 564 +117 1.09% Q4 2025 Jan 07, 2026
Westview Management dba Westview Investment Advisors History New 10,648 490 0.23% — 566 +10,648 New Q4 2025 Jan 09, 2026
Gateway Wealth Partners, LLC History Reduced 10,649 490 0.05% 0.08% 565 -2,012 -15.89% Q4 2025 Feb 11, 2026
Vantage Point Financial LLC History Added to 10,625 489 0.17% 0.16% 567 +1,831 20.82% Q4 2025 Feb 02, 2026
Urban Wealth Management, LLC History New 10,595 487 0.45% — 568 +10,595 New Q4 2025 Jan 30, 2026
Arrowroot Family Office, LLC History Reduced 10,466 481 0.17% 0.2% 569 -340 -3.15% Q4 2025 Feb 11, 2026
GreatBanc Trust CO History No change 10,000 460 0.32% 0.32% 570 0 0.0% Q4 2025 Feb 12, 2026
Kure Advisory, LLC History No change 9,929 457 0.26% 0.28% 571 0 0.0% Q4 2025 Jan 08, 2026
Trademark Financial Management, LLC History Added to 9,810 451 0.25% 0.19% 573 +2,592 35.91% Q4 2025 Jan 28, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 9,797 451 0.15% 0.17% 572 -1,051 -9.69% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 9,793 450 0.0% 0.0% 574 +755 8.35% Q4 2025 Jan 28, 2026
Compass Advisory Group LLC History Reduced 9,664 447 0.12% 0.15% 575 -1,807 -15.75% Q4 2025 Jan 21, 2026
Breakwater Capital Group History Reduced 9,513 437 0.06% 0.07% 576 -440 -4.42% Q4 2025 Jan 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 9,429 436 0.12% 0.11% 577 +1,997 26.87% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History New 9,448 434 0.05% — 578 +9,448 New Q4 2025 Jan 26, 2026
Fisher Asset Management, LLC History Reduced 9,318 429 0.0% 0.0% 580 -4 -0.04% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History No change 9,330 429 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 13, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 9,215 424 0.2% 0.23% 582 -816 -8.13% Q4 2025 Feb 06, 2026
Vantage Financial Partners, LLC History Reduced 9,221 424 0.09% 0.1% 581 -637 -6.46% Q4 2025 Feb 03, 2026
Greenspring Advisors, LLC History New 9,172 422 0.03% — 583 +9,172 New Q4 2025 Feb 10, 2026
RWA WEALTH PARTNERS, LLC History Reduced 8,794 404 0.0% 0.01% 584 -834 -8.66% Q4 2025 Feb 12, 2026
Plus Group Wealth Advisors LLC History New 8,719 401 0.44% — 585 +8,719 New Q4 2025 Feb 05, 2026
Capital Square, LLC History Reduced 8,654 398 0.2% 0.24% 586 -1,333 -13.35% Q4 2025 Feb 13, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 8,638 396 0.09% 0.1% 587 0 0.0% Q4 2025 Feb 04, 2026
Cornerstone Planning Group LLC History Added to 8,465 390 0.06% 0.01% 588 +7,381 680.9% Q4 2025 Feb 02, 2026
Essex LLC History New 8,468 389 0.07% — 589 +8,468 New Q4 2025 Jan 20, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History New 8,394 386 0.04% — 590 +8,394 New Q4 2025 Jan 28, 2026
EP Wealth Advisors, LLC History New 8,331 383 0.0% — 591 +8,331 New Q4 2025 Feb 18, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 8,280 381 0.17% 0.17% 592 0 0.0% Q4 2025 Feb 02, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 8,155 375 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 08, 2026
CIBC WORLD MARKET INC. History Added to 8,130 374 0.0% 0.0% 594 +2,052 33.76% Q4 2025 Feb 10, 2026
Pasadena Private Wealth, LLC History Reduced 8,019 369 0.05% 0.12% 595 -10,762 -57.3% Q4 2025 Feb 10, 2026
LCW Services, LLC History New 8,035 369 0.2% — 596 +8,035 New Q4 2025 Feb 11, 2026
Permanent Capital Management, LP History No change 7,942 367 0.07% 0.07% 597 0 0.0% Q4 2025 Jan 07, 2026
Aurora Private Wealth, Inc. History New 7,907 364 0.24% — 598 +7,907 New Q4 2025 Feb 02, 2026
FIRST AMERICAN TRUST, FSB History New 7,896 363 0.02% — 599 +7,896 New Q4 2025 Feb 11, 2026
Marks Group Wealth Management, Inc History New 7,751 356 0.03% — 600 +7,751 New Q4 2025 Feb 11, 2026
NOVEM GROUP History Added to 7,630 351 0.04% 0.04% 601 +872 12.9% Q4 2025 Jan 27, 2026
Waterway Wealth Management, LLC History New 7,576 348 0.08% — 602 +7,576 New Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 7,542 347 0.01% 0.01% 603 +1,436 23.52% Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History Reduced 7,430 342 0.05% 0.18% 604 -10,292 -58.07% Q4 2025 Feb 03, 2026
Diversified Trust Co History Added to 7,397 340 0.01% 0.01% 605 +54 0.74% Q4 2025 Jan 09, 2026
High Falls Advisors, Inc History Added to 7,344 338 0.07% 0.07% 606 +366 5.25% Q4 2025 Feb 18, 2026
CGC Financial Services, LLC History Added to 7,218 332 0.09% 0.08% 607 +992 15.93% Q4 2025 Feb 03, 2026
Wealth Quarterback LLC History Added to 7,130 328 0.12% 0.12% 608 +317 4.65% Q4 2025 Jan 15, 2026
Advisors Asset Management, Inc. History Added to 6,976 321 0.01% 0.0% 609 +3,660 110.37% Q4 2025 Feb 12, 2026
Pitcairn Wealth Advisors LLC History New 6,962 320 0.03% — 610 +6,962 New Q4 2025 Feb 13, 2026
James J. Burns & Company, LLC History Added to 6,784 312 0.04% 0.04% 611 +542 8.68% Q4 2025 Jan 23, 2026
AE Wealth Management LLC History Added to 6,764 311 0.0% 0.0% 612 +2,668 65.14% Q4 2025 Jan 26, 2026
TUDOR INVESTMENT CORP ET AL History New 6,674 307 0.0% — 613 +6,674 New Q4 2025 Feb 17, 2026
Beacon Capital Management, LLC History Added to 6,623 304 0.05% 0.03% 614 +1,469 28.5% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 6,589 303 0.0% 0.0% 615 -6,559 -49.89% Q4 2025 Feb 13, 2026
Synergy Investment Management, LLC History No change 6,500 299 0.11% 0.11% 616 0 0.0% Q4 2025 Feb 06, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 6,483 298 0.09% 0.13% 617 -2,815 -30.28% Q4 2025 Jan 20, 2026
Kovack Advisors, Inc. History New 6,363 292 0.01% — 618 +6,363 New Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History New 6,235 288 0.01% — 619 +6,235 New Q4 2025 Feb 09, 2026
Kingsman Wealth Management, Inc. History Added to 6,191 285 0.15% 0.13% 620 +1,123 22.16% Q4 2025 Jan 22, 2026
Polaris Investment Advisors, LLC History New 6,090 280 0.2% — 622 +6,090 New Q4 2025 Jan 15, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 6,092 280 0.11% 0.1% 621 +388 6.8% Q4 2025 Feb 13, 2026
Keel Point, LLC History Reduced 6,049 278 0.02% 0.02% 623 -27 -0.44% Q4 2025 Feb 12, 2026
PUREfi Wealth, LLC History New 5,980 275 0.21% — 624 +5,980 New Q4 2025 Jan 12, 2026
Cardinal Point Capital Management ULC History No change 5,930 274 0.02% 0.02% 625 0 0.0% Q4 2025 Feb 05, 2026
ADG Wealth Management Group, LLC History New 5,913 272 0.21% — 626 +5,913 New Q4 2025 Jan 15, 2026
American Trust History Added to 5,882 270 0.02% 0.02% 627 +46 0.79% Q4 2025 Feb 17, 2026
Aviso Financial Inc. History No change 5,838 268 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 13, 2026
Capital CS Group, LLC History Reduced 5,795 266 0.41% 0.45% 629 -429 -6.89% Q4 2025 Jan 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 5,628 259 0.01% 0.01% 630 +824 17.15% Q4 2025 Feb 05, 2026
Bay Capital Advisors, LLC History Reduced 5,560 255 0.16% 0.18% 631 -485 -8.02% Q4 2025 Jan 16, 2026
Snider Financial Group History New 5,534 254 0.07% — 632 +5,534 New Q4 2025 Jan 21, 2026
SAXON INTERESTS, INC. History Added to 5,498 253 0.09% 0.1% 633 +39 0.71% Q4 2025 Feb 13, 2026
Savant Capital, LLC History New 5,482 252 0.0% — 634 +5,482 New Q4 2025 Feb 10, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,300 244 0.02% 0.02% 635 0 0.0% Q4 2025 Feb 17, 2026
GREATMARK INVESTMENT PARTNERS, INC. History New 5,225 240 0.03% — 636 +5,225 New Q4 2025 Jan 27, 2026
REICON WEALTH ADVISORS, LLC History New 5,200 239 0.17% — 637 +5,200 New Q4 2025 Jan 30, 2026
Garton & Associates Financial Advisors LLC History New 5,163 237 0.13% — 640 +5,163 New Q4 2025 Feb 18, 2026
SageGuard Financial Group, LLC History New 5,151 237 0.04% — 638 +5,151 New Q4 2025 Jan 27, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 5,162 237 0.04% 0.07% 639 -2,975 -36.56% Q4 2025 Jan 28, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 5,009 231 0.03% 0.04% 641 -890 -15.09% Q4 2025 Feb 04, 2026
Glenview Trust Co History New 4,936 227 0.0% — 642 +4,936 New Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History New 4,927 226 0.03% — 643 +4,927 New Q4 2025 Feb 13, 2026
Fermata Advisors, LLC History Reduced 4,733 217 0.05% 0.08% 645 -1,696 -26.38% Q4 2025 Jan 08, 2026
Ledyard National Bank History Reduced 4,729 217 0.02% 0.02% 644 -682 -12.6% Q4 2025 Jan 21, 2026
Perfromance Wealth Partners, LLC History No change 4,549 209 0.01% 0.01% 646 0 0.0% Q4 2025 Jan 21, 2026
Jaffetilchin Investment Partners, LLC History New 4,529 208 0.01% — 647 +4,529 New Q4 2025 Jan 15, 2026
Signature Equity Partners, LLC History New 4,495 206 0.11% — 648 +4,495 New Q4 2025 Feb 17, 2026
Leo Wealth, LLC History New 4,469 205 0.01% — 649 +4,469 New Q4 2025 Jan 21, 2026
Roxbury Financial LLC History Added to 4,348 200 0.18% 0.16% 650 +491 12.73% Q4 2025 Jan 05, 2026
PRIVATE TRUST CO NA History Added to 4,134 190 0.02% 0.01% 651 +2,299 125.29% Q4 2025 Jan 26, 2026
Glass Jacobson Investment Advisors llc History Added to 3,651 168 0.06% 0.06% 652 +11 0.3% Q4 2025 Jan 22, 2026
Barnes Dennig Private Wealth Management LLC History Added to 3,546 163 0.16% 0.17% 653 +38 1.08% Q4 2025 Jan 14, 2026
Ransom Advisory, Ltd History New 3,500 161 0.06% — 654 +3,500 New Q4 2025 Jan 06, 2026
CIBC Private Wealth Group LLC History Added to 3,157 145 0.0% 0.0% 655 +1,092 52.88% Q4 2025 Feb 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,123 143 0.03% 0.03% 656 0 0.0% Q4 2025 Feb 09, 2026
Private Wealth Asset Management, LLC History Reduced 2,952 135 0.01% 0.02% 657 -769 -20.67% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History New 2,668 123 0.0% — 658 +2,668 New Q4 2025 Jan 26, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,650 122 0.03% 0.03% 659 0 0.0% Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 2,311 107 0.05% — 661 +2,311 New Q4 2025 Jan 23, 2026
Financial Management Professionals, Inc. History No change 2,330 107 0.01% 0.01% 660 0 0.0% Q4 2025 Jan 27, 2026
Clarity Asset Management, Inc. History Added to 2,290 105 0.06% 0.06% 662 +9 0.39% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 2,218 102 0.0% 0.0% 663 +1 0.05% Q4 2025 Jan 28, 2026
Godfrey Financial Associates, Inc. History New 2,022 91 0.08% — 664 +2,022 New Q4 2025 Feb 10, 2026
Archer Investment Corp History Added to 1,891 87 0.02% 0.0% 665 +1,564 478.29% Q4 2025 Jan 30, 2026
Wilmington Savings Fund Society, FSB History Reduced 1,820 83 0.0% 0.0% 666 -54 -2.88% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History New 1,705 78 0.0% — 668 +1,705 New Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Added to 1,699 78 0.0% 0.0% 667 +631 59.08% Q4 2025 Feb 02, 2026
Bogart Wealth, LLC History No change 1,574 72 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 30, 2026
Chung Wu Investment Group, LLC History No change 1,500 69 0.06% 0.06% 670 0 0.0% Q4 2025 Feb 02, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,292 59 0.01% 0.02% 671 +14 1.1% Q4 2025 Feb 27, 2026
Creative Capital Management Investments LLC History No change 1,241 57 0.02% 0.02% 672 0 0.0% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History No change 1,211 55 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 29, 2026
Darwin Wealth Management, LLC History Added to 1,097 50 0.02% 0.02% 674 +12 1.11% Q4 2025 Jan 22, 2026
Key Capital Management, INC History New 1,062 48 0.05% — 675 +1,062 New Q4 2025 Jan 26, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 834 38 0.01% 0.01% 676 0 0.0% Q4 2025 Jan 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 823 37 0.01% 0.01% 677 0 0.0% Q4 2025 Jan 20, 2026
TUCKER ASSET MANAGEMENT LLC History New 793 36 0.01% — 678 +793 New Q4 2025 Feb 05, 2026
Caldwell Trust Co History No change 746 34 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 30, 2026
Rialto Wealth Management, LLC History New 702 32 0.01% — 680 +702 New Q4 2025 Jan 12, 2026
IAG Wealth Partners, LLC History No change 641 29 0.0% 0.0% 681 0 0.0% Q4 2025 Feb 10, 2026
Investors Research Corp History No change 620 28 0.01% 0.01% 682 0 0.0% Q4 2025 Jan 06, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 559 25 0.01% 0.01% 683 +5 0.9% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History New 537 24 0.0% — 684 +537 New Q4 2025 Feb 10, 2026
Financial Perspectives, Inc History Added to 542 24 0.01% 0.0% 685 +184 51.4% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 469 21 0.0% — 686 +450 2368.42% Q4 2025 Jan 21, 2026
US BANCORP \DE\ History New 432 19 0.0% — 687 +432 New Q4 2025 Jan 30, 2026
GPS Wealth Strategies Group, LLC History Reduced 380 17 0.01% 0.01% 688 -1,238 -76.51% Q4 2025 Feb 06, 2026
Fairway Wealth LLC History New 326 15 0.0% — 689 +326 New Q4 2025 Jan 28, 2026
Miller Capital Partners, Inc. History New 305 14 0.01% — 690 +305 New Q4 2025 Feb 17, 2026
GODSEY & GIBB, INC History New 288 13 0.0% — 691 +288 New Q4 2025 Jan 27, 2026
AMERIFLEX GROUP, INC. History Added to 257 11 0.01% 0.0% 692 +89 52.98% Q4 2025 Feb 18, 2026
General Partner, Inc. History New 230 10 0.01% — 693 +230 New Q4 2025 Jan 06, 2026
Crews Bank & Trust History Reduced 225 10 0.0% 0.0% 694 -100 -30.77% Q4 2025 Jan 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 203 9 0.0% 0.0% 695 -2,798 -93.24% Q4 2025 Feb 06, 2026
BAYBAN History New 217 9 0.01% — 697 +217 New Q4 2025 Mar 05, 2026
Keating Financial Advisory Services, Inc. History New 211 9 0.0% — 696 +211 New Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History New 177 8 0.0% — 699 +177 New Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Added to 191 8 0.0% 0.0% 698 +1 0.53% Q4 2025 Feb 13, 2026
Tanglewood Legacy Advisors, LLC History New 143 6 0.0% — 701 +143 New Q4 2025 Feb 06, 2026
LGT Financial Advisors LLC History No change 136 6 0.04% 0.01% 700 0 0.0% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History New 108 5 0.0% — 702 +108 New Q4 2025 Feb 12, 2026
Abound Wealth Management History Added to 111 5 0.0% 0.0% 703 +66 146.67% Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History New 100 4 0.0% — 704 +100 New Q4 2025 Jan 20, 2026
Russell Investments Group, Ltd. History Added to 102 4 0.0% — 705 +94 1175.0% Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History No change 92 4 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 04, 2026
Elevated Capital Advisors, LLC History New 83 3 0.0% — 710 +83 New Q4 2025 Jan 27, 2026
Crewe Advisors LLC History New 69 3 0.0% — 708 +69 New Q4 2025 Jan 16, 2026
Colonial Trust Advisors History New 68 3 0.0% — 707 +68 New Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History No change 81 3 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 28, 2026
Wilkerson Advisory Group LLC History New 48 2 0.0% — 712 +48 New Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History Added to 50 2 0.0% 0.0% 711 +1 2.04% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Reduced 39 1 0.0% 0.0% 713 -121 -75.63% Q4 2025 Feb 17, 2026
Financial Gravity Asset Management, Inc. History Reduced 31 1 0.0% 0.0% 715 -27 -46.55% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 37 1 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 22, 2026
Financial & Tax Architects, LLC History Closed out 0 0 — 4.84% — -474,361 -100.0% Q3 2025 Nov 05, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -354,709 -100.0% Q3 2025 Nov 14, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 1.29% — -225,978 -100.0% Q3 2025 Oct 31, 2025
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Closed out 0 0 — 0.07% — -107,700 -100.0% Q3 2025 Nov 07, 2025
F/m Investments LLC History Closed out 0 0 — 0.18% — -98,292 -100.0% Q3 2025 Nov 13, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -62,902 -100.0% Q3 2025 Nov 14, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.23% — -58,035 -100.0% Q3 2025 Oct 15, 2025
Northwest Capital Management Inc History Closed out 0 0 — 1.61% — -33,084 -100.0% Q3 2025 Oct 20, 2025
EVOKE WEALTH, LLC History Closed out 0 0 — 0.02% — -24,519 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.04% — -23,039 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.1% — -17,874 -100.0% Q3 2025 Nov 12, 2025
ARBOR CAPITAL MANAGEMENT INC /ADV History Closed out 0 0 — 0.56% — -15,022 -100.0% Q3 2025 Nov 03, 2025
Claro Advisors Inc. History Closed out 0 0 — 0.1% — -14,424 -100.0% Q3 2025 Nov 12, 2025
SAGE FINANCIAL GROUP INC History Closed out 0 0 — 0.03% — -10,824 -100.0% Q3 2025 Nov 13, 2025
Aprio Wealth Management, LLC History Closed out 0 0 — 0.05% — -10,193 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -9,390 -100.0% Q3 2025 Oct 14, 2025
WESTWOOD HOLDINGS GROUP INC History Closed out 0 0 — 0.0% — -7,500 -100.0% Q3 2025 Nov 14, 2025
Hardy Reed LLC History Closed out 0 0 — 0.02% — -7,302 -100.0% Q3 2025 Nov 07, 2025
Yukon Wealth Management, Inc. History Closed out 0 0 — 0.1% — -6,469 -100.0% Q3 2025 Nov 14, 2025
Wheelhouse Advisory Group LLC History Closed out 0 0 — 0.12% — -5,992 -100.0% Q3 2025 Oct 28, 2025
Integrity Financial Corp /WA History Closed out 0 0 — 0.12% — -5,451 -100.0% Q3 2025 Nov 06, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 — 0.0% — -4,934 -100.0% Q3 2025 Nov 12, 2025
XTX Topco Ltd History Closed out 0 0 — 0.01% — -4,894 -100.0% Q3 2025 Nov 14, 2025
McCarthy & Cox History Closed out 0 0 — 0.05% — -4,890 -100.0% Q3 2025 Oct 14, 2025
BXM Wealth LLC History Closed out 0 0 — 0.21% — -4,793 -100.0% Q3 2025 Oct 28, 2025
Security National Bank History Closed out 0 0 — 0.02% — -3,379 -100.0% Q3 2025 Oct 20, 2025
Goodman Advisory Group, LLC History Closed out 0 0 — 0.02% — -1,442 -100.0% Q3 2025 Nov 13, 2025
Richardson Capital Management LLC History Closed out 0 0 — 0.03% — -1,157 -100.0% Q3 2025 Oct 31, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -1,020 -100.0% Q3 2025 Oct 31, 2025
Clearstead Advisors, LLC History Closed out 0 0 — 0.0% — -784 -100.0% Q3 2025 Nov 10, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -489 -100.0% Q3 2025 Nov 06, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -466 -100.0% Q3 2025 Oct 07, 2025
Anfield Capital Management, LLC History Closed out 0 0 — 0.0% — -250 -100.0% Q3 2025 Nov 12, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -126 -100.0% Q3 2025 Oct 29, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -93 -100.0% Q3 2025 Nov 05, 2025
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2025 Nov 05, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2025 Oct 28, 2025
CITIGROUP INC History Reduced 1 0 — — — -3 -75.0% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Oct 24, 2025
FIRST COMMUNITY TRUST NA History No change 14 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
Kozak & Associates, Inc. History No change 13 0 — — — 0 0.0% Q4 2025 Jan 12, 2026
Evolution Advisers, Inc. History No change 17 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
New Millennium Group LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
BlackRock, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 12, 2026