Fidelity Wise Origin Bitcoin Fund - FBTC

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MILLENNIUM MANAGEMENT LLC History Reduced 7,293,130 555,955 0.23% 0.32% 1 -153,875 -2.07% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 5,561,771 423,973 0.06% 0.05% 2 +2,369,392 74.22% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History Added to 2,349,936 179,135 0.79% 1.24% 3 +160,005 7.31% Q4 2025 Feb 17, 2026
Capula Management Ltd History No change 2,112,794 161,058 0.81% 1.05% 4 0 0.0% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,745,643 133,070 0.02% 0.04% 5 -1,968,667 -53.0% Q4 2025 Feb 17, 2026
Almitas Capital LLC History Reduced 1,536,637 117,137 25.79% 36.82% 6 -75,000 -4.65% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 1,280,931 97,645 1.48% 1.49% 7 -250,000 -16.33% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,241,063 94,606 0.01% 0.02% 8 -205,434 -14.2% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History No change 1,166,800 88,945 2.13% 1.84% 9 0 0.0% Q4 2025 Feb 17, 2026
ParaFi Capital LP History No change 1,090,000 83,090 23.19% 23.58% 10 0 0.0% Q4 2025 Feb 13, 2026
LMR Partners LLP History No change 958,200 73,043 0.14% 0.42% 11 0 0.0% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History Added to 834,367 63,603 5.5% 1.93% 13 +680,313 441.61% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 834,367 63,603 3.79% 4.96% 12 0 0.0% Q4 2025 Feb 17, 2026
Patient Capital Management, LLC History Added to 781,695 59,588 2.3% 2.48% 14 +161,943 26.13% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 692,686 52,803 0.0% — 15 +692,684 34634200.0% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 598,461 45,621 0.05% 0.08% 16 +10,009 1.7% Q4 2025 Feb 13, 2026
United Capital Management of KS, Inc. History Reduced 558,320 42,560 5.96% 7.68% 17 -6,967 -1.23% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 534,125 40,716 0.01% 0.02% 18 -135,729 -20.26% Q4 2025 Feb 10, 2026
WINTON GROUP Ltd History Added to 521,929 39,786 1.37% 1.52% 19 +114,851 28.21% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Reduced 489,111 37,284 0.16% 0.24% 20 -68,829 -12.34% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 469,640 35,800 0.0% 0.02% 21 -872,456 -65.01% Q4 2025 Mar 25, 2026
Beaumont Financial Advisors, LLC History Reduced 448,205 34,166 2.25% 3.09% 22 -15,418 -3.33% Q4 2025 Jan 16, 2026
EverSource Wealth Advisors, LLC History Added to 429,503 32,741 1.2% 1.56% 23 +33,929 8.58% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Added to 381,601 29,089 0.03% 0.04% 24 +15,479 4.23% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 314,521 23,975 0.03% 0.03% 25 +68,221 27.7% Q4 2025 Feb 17, 2026
KALEIDOSCOPE CAPITAL LP History Reduced 309,673 23,606 9.02% 10.78% 26 -68,303 -18.07% Q4 2025 Feb 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 298,326 22,741 5.59% 7.48% 27 -9,920 -3.22% Q4 2025 Jan 12, 2026
Ovata Capital Management Ltd History No change 295,558 22,490 2.73% 5.88% 28 0 0.0% Q4 2025 Mar 03, 2026
BlackRock, Inc. History Added to 290,647 22,156 0.0% 0.0% 29 +84,200 40.79% Q4 2025 Feb 12, 2026
MEANS INVESTMENT CO., INC. History New 277,199 21,130 1.78% — 30 +277,199 New Q4 2025 Jan 26, 2026
Van Hulzen Asset Management, LLC History Reduced 257,213 19,607 1.44% 1.92% 31 -1,431 -0.55% Q4 2025 Feb 06, 2026
Marex Group plc History Reduced 248,673 18,956 0.12% 0.46% 32 -399,961 -61.66% Q4 2025 Feb 12, 2026
Heck Capital Advisors, LLC History Reduced 245,067 18,681 1.39% 1.92% 33 -3,457 -1.39% Q4 2025 Jan 16, 2026
Sculptor Capital LP History Reduced 223,595 17,044 0.18% 2.58% 34 -1,965,132 -89.78% Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Added to 221,013 16,847 1.6% 1.97% 35 +16,760 8.21% Q4 2025 Jan 29, 2026
Walleye Trading LLC History Added to 214,755 16,370 0.02% 0.02% 36 +57,765 36.8% Q4 2025 Feb 13, 2026
Atlas Wealth Partners, LLC History Added to 208,425 15,888 17.46% 21.06% 37 +1,728 0.84% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 191,520 14,599 0.02% 0.03% 38 -2,549 -1.31% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History No change 186,008 14,184 0.01% 0.01% 39 0 0.0% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 184,283 14,048 0.04% 0.04% 40 +46,097 33.36% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 178,247 13,587 0.06% 0.07% 41 +14,496 8.85% Q4 2025 Feb 13, 2026
COURAGE CAPITAL MANAGEMENT LLC History Added to 170,865 13,025 18.0% 21.87% 42 +5,000 3.01% Q4 2025 Feb 17, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Reduced 164,646 12,555 8.35% 11.65% 43 -12,947 -7.29% Q4 2025 Feb 17, 2026
Bayshore Capital Advisors, LLC History New 164,348 12,528 6.26% — 44 +164,348 New Q4 2025 Feb 05, 2026
Alamea Verwaltungs GmbH History No change 117,771 11,754 7.93% 8.03% 45 0 0.0% Q4 2025 Feb 13, 2026
Creative Planning History Added to 151,660 11,561 0.01% 0.01% 46 +8,056 5.61% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 140,881 11,347 0.02% 0.02% 47 -2,017 -1.41% Q4 2025 Jan 08, 2026
Parcion Private Wealth LLC History Added to 146,693 11,182 0.68% 0.89% 48 +3,689 2.58% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Added to 122,860 9,365 0.03% 0.03% 49 +12,848 11.68% Q4 2025 Feb 13, 2026
Citrine Capital LLC History Added to 120,073 9,153 4.25% 4.87% 50 +14,769 14.03% Q4 2025 Jan 20, 2026
Great Point Wealth Advisors, LLC History Added to 118,921 9,065 1.65% 1.71% 51 +27,754 30.44% Q4 2025 Jan 26, 2026
Claar Advisors LLC History Added to 115,481 8,803 2.57% 1.55% 52 +62,981 119.96% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 113,665 8,664 0.42% 0.54% 53 +23,792 26.47% Q4 2025 Jan 28, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 108,478 8,269 3.0% 3.21% 54 +23,873 28.22% Q4 2025 Jan 13, 2026
PARK AVENUE SECURITIES LLC History Added to 104,222 7,945 0.07% 0.06% 55 +24,048 29.99% Q4 2025 Jan 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 103,592 7,896 0.1% 0.13% 56 +7,471 7.77% Q4 2025 Jan 29, 2026
Allegheny Financial Group History Added to 102,680 7,827 1.16% 1.89% 57 +1,188 1.17% Q4 2025 Feb 02, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 102,491 7,812 0.25% 0.33% 58 +1,256 1.24% Q4 2025 Jan 30, 2026
DRW Securities, LLC History New 102,361 7,802 0.21% — 59 +102,361 New Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 100,512 7,662 0.02% 0.02% 60 +20,318 25.34% Q4 2025 Feb 13, 2026
Arkos Global Advisors History Added to 99,099 7,554 0.96% 1.14% 61 +9,581 10.7% Q4 2025 Feb 13, 2026
Berman McAleer LLC History Added to 98,944 7,542 1.03% 0.82% 62 +40,325 68.79% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 98,935 7,541 0.01% 0.0% 63 +81,435 465.34% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 98,660 7,520 0.01% 0.01% 64 +36,897 59.74% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 97,565 7,437 0.02% 0.03% 65 -3,736 -3.69% Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Reduced 95,644 7,290 0.08% 0.12% 66 -9,075 -8.67% Q4 2025 Feb 13, 2026
Traynor Capital Management, Inc. History Reduced 95,511 7,280 0.39% 0.95% 67 -71,562 -42.83% Q4 2025 Jan 12, 2026
Corient Private Wealth LLC History Added to 90,816 6,923 0.01% 0.01% 68 +28,302 45.27% Q4 2025 Mar 09, 2026
FIRST TRUST ADVISORS LP History Added to 88,228 6,725 0.0% 0.01% 69 +6,164 7.51% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 84,956 6,475 0.01% 0.01% 70 +42,690 101.0% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 84,565 6,446 0.05% 0.06% 71 +4,354 5.43% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 78,091 5,952 0.08% 0.09% 72 +13,728 21.33% Q4 2025 Feb 10, 2026
LIBRA WEALTH LLC History Added to 77,488 5,906 1.65% 1.51% 73 +27,045 53.61% Q4 2025 Jan 28, 2026
SevenBridge Financial Group, LLC History Reduced 75,143 5,730 0.92% 1.16% 74 -4,364 -5.49% Q4 2025 Feb 02, 2026
BNC WEALTH MANAGEMENT, LLC History New 74,757 5,698 1.46% — 75 +74,757 New Q4 2025 Jan 22, 2026
Mutual Advisors, LLC History Reduced 71,641 5,461 0.12% 0.2% 76 -24,613 -25.57% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Added to 71,456 5,447 0.01% 0.01% 77 +7,719 12.11% Q4 2025 Jan 30, 2026
Eaton Financial Holdings Company, LLC History Added to 71,240 5,430 1.46% 1.37% 78 +22,419 45.92% Q4 2025 Feb 09, 2026
MAD RIVER INVESTORS History Reduced 70,859 5,401 2.46% 3.07% 79 -945 -1.32% Q4 2025 Feb 06, 2026
Beaird Harris Wealth Management, LLC History Added to 65,789 5,015 0.35% 0.45% 80 +2,050 3.22% Q4 2025 Feb 23, 2026
Pasadena Private Wealth, LLC History Added to 64,440 4,912 0.67% 0.82% 81 +7,232 12.64% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 49,803 4,818 0.01% 0.01% 82 +5,818 13.23% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 61,800 4,711 0.02% 0.02% 83 +7,512 13.84% Q4 2025 Feb 18, 2026
SteelPeak Wealth, LLC History Added to 60,357 4,601 0.15% 0.03% 84 +50,446 508.99% Q4 2025 Jan 20, 2026
Permian Investment Partners, LP History New 60,000 4,573 0.52% — 85 +60,000 New Q4 2025 Feb 13, 2026
AM INVESTMENT STRATEGIES LLC History Added to 59,177 4,511 0.94% 1.26% 86 +823 1.41% Q4 2025 Feb 05, 2026
PYA Waltman Capital, LLC History Added to 59,174 4,510 1.21% 1.48% 87 +3,937 7.13% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Added to 59,076 4,503 2.54% 3.41% 88 +4,818 8.88% Q4 2025 Feb 03, 2026
Brookstone Capital Management History Reduced 58,934 4,492 0.05% 0.1% 89 -24,801 -29.62% Q4 2025 Jan 15, 2026
Smart Money Group LLC History Added to 58,738 4,477 1.31% 1.69% 90 +1,714 3.01% Q4 2025 Jan 30, 2026
Avenir Tech Ltd History No change 58,618 4,468 0.41% 0.43% 91 0 0.0% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 56,886 4,336 0.06% 0.16% 92 -52,491 -47.99% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History Added to 56,621 4,316 0.82% 1.05% 93 +2,915 5.43% Q4 2025 Jan 21, 2026
DecisionMap Wealth Management, LLC History Added to 56,200 4,284 2.64% 2.58% 94 +15,936 39.58% Q4 2025 Jan 07, 2026
CAMBIENT FAMILY OFFICE, LLC History New 54,508 4,155 0.59% — 95 +54,508 New Q4 2025 Feb 20, 2026
ALTFEST L J & CO INC History Reduced 54,197 4,131 0.45% 0.89% 96 -25,895 -32.33% Q4 2025 Jan 23, 2026
Spire Wealth Management History Reduced 54,046 4,119 0.14% 0.39% 97 -59,393 -52.36% Q4 2025 Jan 14, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History Added to 52,309 4,063 3.41% 3.6% 98 +8,614 19.71% Q4 2025 Jan 28, 2026
KDK Private Wealth Management, LLC History New 51,739 3,944 3.44% — 99 +51,739 New Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History Added to 51,651 3,937 0.3% 0.37% 100 +5,171 11.13% Q4 2025 Jan 09, 2026
Modus Advisors, LLC History Reduced 50,171 3,824 1.01% 1.64% 101 -10,420 -17.2% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 49,679 3,787 0.05% 0.07% 102 +4,181 9.19% Q4 2025 Feb 09, 2026
SFMG, LLC History Added to 49,553 3,777 0.25% 0.32% 103 +4,002 8.79% Q4 2025 Feb 10, 2026
EVEXIA WEALTH LLC History Added to 43,590 3,710 1.04% 1.15% 104 +5,535 14.54% Q4 2025 Jan 16, 2026
Fiduciary Alliance LLC History Added to 48,665 3,709 0.24% 0.32% 105 +1,438 3.04% Q4 2025 Jan 22, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 47,590 3,627 1.56% 1.94% 106 +6,011 14.46% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Added to 47,577 3,626 0.02% 0.01% 107 +23,347 96.36% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 46,996 3,582 0.01% — 108 +46,996 New Q4 2025 Feb 13, 2026
NWAM LLC History Added to 46,794 3,567 0.2% 0.24% 109 +2,935 6.69% Q4 2025 Feb 04, 2026
EP Wealth Advisors, LLC History New 46,536 3,547 0.02% — 110 +46,536 New Q4 2025 Feb 18, 2026
SYON CAPITAL LLC History New 46,291 3,528 0.18% — 111 +46,291 New Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 44,900 3,422 0.01% 0.0% 112 +41,600 1260.61% Q4 2025 Feb 12, 2026
Sepio Capital, LP History Reduced 44,044 3,357 0.18% 0.26% 113 -154 -0.35% Q4 2025 Feb 12, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 43,574 3,321 0.64% 0.87% 114 +2,569 6.27% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Reduced 42,765 3,260 0.07% 0.02% 115 -386 -0.89% Q4 2025 Feb 20, 2026
Keel Point, LLC History Added to 42,620 3,248 0.2% 0.26% 116 +475 1.13% Q4 2025 Feb 12, 2026
Militia Capital Partners, LP History Added to 42,300 3,224 1.22% 0.49% 117 +31,800 302.86% Q4 2025 Feb 17, 2026
PROMETHIUM ADVISORS,LLC History Added to 42,250 3,220 1.74% 2.2% 118 +3,869 10.08% Q4 2025 Feb 12, 2026
Haven Private, LLC History Added to 41,902 3,194 1.4% 1.82% 119 +561 1.36% Q4 2025 Feb 12, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 41,460 3,160 0.75% 0.18% 120 +33,458 418.12% Q4 2025 Feb 13, 2026
Lansing Street Advisors History New 41,375 3,154 0.81% — 121 +41,375 New Q4 2025 Jan 26, 2026
RFG Advisory, LLC History Added to 40,880 3,116 0.06% 0.01% 122 +37,083 976.64% Q4 2025 Feb 03, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 40,283 3,070 1.67% 2.26% 123 +50 0.12% Q4 2025 Feb 05, 2026
BEAM WEALTH ADVISORS, INC. History Added to 40,226 3,066 0.84% 1.0% 124 +3,422 9.3% Q4 2025 Feb 04, 2026
SCS Capital Management LLC History Reduced 40,174 3,062 0.03% 0.04% 125 -21 -0.05% Q4 2025 Feb 10, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 40,104 3,057 0.99% 1.38% 126 -10 -0.02% Q4 2025 Jan 27, 2026
Farringdon Capital, Ltd. History Added to 39,435 3,006 0.74% 0.66% 127 +13,289 50.83% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Reduced 37,860 2,886 0.39% 0.55% 128 -914 -2.36% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 37,692 2,873 0.09% 0.12% 129 +3,500 10.24% Q4 2025 Jan 30, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 37,341 2,846 0.03% 0.04% 130 +7,154 23.7% Q4 2025 Feb 10, 2026
PTM WEALTH MANAGEMENT, LLC History Added to 34,306 2,816 1.59% 2.1% 131 +2,113 6.56% Q4 2025 Jan 09, 2026
Valeo Financial Advisors, LLC History Added to 36,924 2,814 0.06% 0.07% 132 +8,099 28.1% Q4 2025 Feb 04, 2026
SMART Wealth LLC History Added to 36,558 2,786 0.85% 1.07% 133 +8,208 28.95% Q4 2025 Jan 26, 2026
CMG Global Holdings, LLC History Added to 43,235 2,762 1.23% 1.87% 134 +3,912 9.95% Q4 2025 Feb 05, 2026
QTR Family Wealth, LLC History Reduced 45,861 2,747 1.21% 2.48% 135 -6,459 -12.35% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 35,983 2,742 0.03% 0.08% 136 -17,674 -32.94% Q4 2025 Jan 23, 2026
COFG Advisors, LLC History New 35,572 2,711 0.67% — 137 +35,572 New Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 34,896 2,660 0.03% 0.04% 138 +26 0.07% Q4 2025 Jan 16, 2026
Firestone Capital Management History Reduced 34,029 2,594 0.55% 0.75% 139 -653 -1.88% Q4 2025 Feb 09, 2026
Merit Financial Group, LLC History Reduced 33,754 2,573 0.02% 0.04% 140 -6,376 -15.89% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 33,593 2,560 0.0% 0.0% 141 +9,169 37.54% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 33,549 2,557 0.0% 0.01% 142 +1,876 5.92% Q4 2025 Feb 12, 2026
Senator Investment Group LP History Reduced 33,000 2,515 0.1% 0.35% 143 -60,788 -64.81% Q4 2025 Feb 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 32,975 2,513 0.4% 0.6% 144 -50 -0.15% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 32,870 2,505 0.04% 0.07% 145 +881 2.75% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Reduced 31,721 2,418 0.08% 0.11% 146 -1,635 -4.9% Q4 2025 Jan 06, 2026
FRG Family Wealth Advisors LLC History Added to 31,575 2,406 0.37% 0.41% 147 +6,287 24.86% Q4 2025 Jan 21, 2026
Integrated Wealth Concepts LLC History Added to 31,326 2,387 0.03% 0.03% 148 +321 1.04% Q4 2025 Feb 13, 2026
RPO LLC History Reduced 30,960 2,360 0.25% 0.52% 149 -18,797 -37.78% Q4 2025 Feb 17, 2026
Financial Designs Corp History Added to 30,948 2,359 1.34% 1.67% 150 +794 2.63% Q4 2025 Jan 23, 2026
Ninepoint Partners LP History New 30,800 2,347 0.26% — 151 +30,800 New Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 30,560 2,329 0.55% 0.68% 152 +3,242 11.87% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 30,307 2,310 0.0% 0.0% 153 +6,748 28.64% Q4 2025 Feb 18, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 29,956 2,283 1.2% — 154 +29,956 New Q4 2025 Feb 23, 2026
BANK OF AMERICA CORP /DE/ History Reduced 29,591 2,255 0.0% 0.0% 155 -4,295 -12.67% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 29,320 2,235 0.04% 0.06% 156 +754 2.64% Q4 2025 Jan 14, 2026
CRA Financial Services, LLC History Added to 28,505 2,172 0.28% 0.29% 157 +6,932 32.13% Q4 2025 Jan 16, 2026
Guild Investment Management, Inc. History Added to 28,249 2,153 1.6% 2.09% 158 +1,863 7.06% Q4 2025 Jan 21, 2026
Summit Financial, LLC History Added to 27,905 2,127 0.03% 0.04% 159 +790 2.91% Q4 2025 Feb 13, 2026
Spectrum Strategic Capital Management, LLC History Added to 27,856 2,123 1.13% 1.17% 160 +5,061 22.2% Q4 2025 Feb 05, 2026
Abundance Wealth Counselors History Added to 27,637 2,106 0.36% 0.4% 161 +4,050 17.17% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Reduced 27,590 2,103 0.02% 0.05% 162 -146 -0.53% Q4 2025 Jan 29, 2026
WealthPlan Investment Management, LLC History Added to 27,379 2,087 0.13% 0.13% 163 +7,558 38.13% Q4 2025 Feb 05, 2026
STALEY CAPITAL ADVISERS INC History No change 27,340 2,084 0.09% 0.11% 164 0 0.0% Q4 2025 Feb 05, 2026
Proficio Capital Partners LLC History Added to 27,285 2,079 0.15% 0.05% 165 +20,424 297.68% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 26,666 2,032 0.01% 0.02% 166 +112 0.42% Q4 2025 Feb 12, 2026
FLOW TRADERS U.S. LLC History New 26,292 2,004 0.07% — 167 +26,292 New Q4 2025 Feb 13, 2026
VISTA FINANCE, LLC History Reduced 26,246 2,000 1.32% 2.03% 168 -4,450 -14.5% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Added to 25,125 1,915 0.01% 0.02% 169 +1,222 5.11% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 25,005 1,906 0.0% — 170 +25,005 New Q4 2025 Feb 17, 2026
INSPIRION WEALTH ADVISORS, LLC History New 24,976 1,903 0.23% — 171 +24,976 New Q4 2025 Jan 09, 2026
Financial Partners Group, Inc History Added to 25,803 1,884 0.22% 0.3% 172 +1,582 6.53% Q4 2025 Feb 03, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 24,675 1,880 1.12% 2.04% 173 -5,925 -19.36% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 24,621 1,876 0.04% 0.05% 174 -682 -2.7% Q4 2025 Feb 05, 2026
LPL Financial LLC History Reduced 24,581 1,873 0.0% 0.0% 175 -5,622 -18.61% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 24,434 1,862 0.02% 0.03% 176 +1,974 8.79% Q4 2025 Feb 09, 2026
GC Wealth Management RIA, LLC History Reduced 23,707 1,807 0.07% 0.08% 177 -157 -0.66% Q4 2025 Jan 30, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 23,491 1,790 0.18% 0.23% 178 +1,638 7.5% Q4 2025 Feb 17, 2026
Objective Capital Management, LLC History No change 23,436 1,786 1.82% 2.42% 179 0 0.0% Q4 2025 Feb 04, 2026
Principle Wealth Partners LLC History Added to 23,179 1,766 0.1% 0.09% 180 +8,402 56.86% Q4 2025 Feb 06, 2026
Cane Capital Partners, LLC History New 23,008 1,753 0.69% — 181 +23,008 New Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 22,929 1,747 0.02% 0.03% 182 +904 4.1% Q4 2025 Feb 03, 2026
Wellspring Financial Advisors, LLC History Added to 22,892 1,746 0.14% 0.21% 183 +52 0.23% Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History New 22,820 1,739 0.06% — 184 +22,820 New Q4 2025 Feb 13, 2026
WESCAP Management Group, Inc. History Added to 22,225 1,694 0.34% 0.46% 185 +220 1.0% Q4 2025 Feb 11, 2026
KG&L Capital Management,LLC History Added to 22,190 1,691 0.42% 0.15% 186 +16,759 308.58% Q4 2025 Jan 23, 2026
Highland Financial Advisors, LLC History Reduced 21,700 1,654 0.46% 0.62% 187 -131 -0.6% Q4 2025 Jan 23, 2026
GK Wealth Management LLC History Added to 21,657 1,650 1.09% 1.54% 188 +515 2.44% Q4 2025 Jan 05, 2026
Arete Wealth Advisors, LLC History Added to 21,447 1,635 0.1% 0.13% 189 +840 4.08% Q4 2025 Feb 13, 2026
Camelot Portfolios, LLC History Reduced 21,383 1,630 1.0% 1.57% 190 -5,307 -19.88% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 21,165 1,613 0.06% 0.08% 191 +435 2.1% Q4 2025 Feb 04, 2026
AE Wealth Management LLC History Reduced 20,953 1,597 0.01% 0.01% 192 -2,058 -8.94% Q4 2025 Jan 26, 2026
Almanack Investment Partners, LLC. History Reduced 20,793 1,585 0.27% 0.37% 193 -3,061 -12.83% Q4 2025 Jan 29, 2026
Financial Management Professionals, Inc. History Added to 20,698 1,577 0.16% 0.21% 194 +428 2.11% Q4 2025 Jan 27, 2026
Stratos Wealth Advisors, LLC History Added to 20,602 1,570 0.08% 0.07% 195 +5,909 40.22% Q4 2025 Jan 20, 2026
180 WEALTH ADVISORS, LLC History New 20,447 1,558 0.18% — 196 +20,447 New Q4 2025 Jan 09, 2026
NKCFO LLC History No change 20,000 1,525 0.44% 0.6% 197 0 0.0% Q4 2025 Feb 02, 2026
Ursa Fund Management, LLC History Reduced 20,000 1,524 0.06% 7.84% 198 -50,000 -71.43% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 19,939 1,519 0.03% 0.04% 199 +237 1.2% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 19,921 1,518 0.04% 0.03% 200 +6,934 53.39% Q4 2025 Jan 23, 2026
Hubbell Strickland Wealth Management, LLC History Added to 19,810 1,510 0.61% 0.77% 201 +1,001 5.32% Q4 2025 Jan 20, 2026
Bryn Mawr Trust Advisors, LLC History No change 19,669 1,499 0.07% 0.1% 202 0 0.0% Q4 2025 Feb 04, 2026
LaSalle St. Investment Advisors, LLC History Added to 19,621 1,495 0.24% 0.22% 203 +7,226 58.3% Q4 2025 Feb 17, 2026
LifeGoal Investments, LLC History Added to 19,701 1,484 0.99% 1.61% 204 +320 1.65% Q4 2025 Jan 15, 2026
Marble Wealth, LLC History New 19,466 1,483 0.21% — 205 +19,466 New Q4 2025 Feb 10, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Reduced 18,682 1,424 0.42% 0.57% 206 -169 -0.9% Q4 2025 Feb 04, 2026
Alchemi Wealth, LLC History New 18,307 1,395 0.76% — 208 +18,307 New Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 18,308 1,395 0.1% 0.12% 207 +2,570 16.33% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Reduced 18,077 1,378 0.01% 0.02% 209 -12,860 -41.57% Q4 2025 Feb 17, 2026
Strategies Wealth Advisors, LLC History Added to 17,851 1,360 0.14% 0.03% 211 +15,039 534.82% Q4 2025 Feb 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 17,846 1,360 0.3% 0.46% 210 -1,131 -5.96% Q4 2025 Jan 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 17,773 1,354 0.01% 0.02% 212 -12,192 -40.69% Q4 2025 Feb 12, 2026
National Wealth Management Group, LLC History Added to 17,634 1,344 0.47% 0.34% 213 +8,469 92.41% Q4 2025 Jan 12, 2026
MAI Capital Management History Added to 17,512 1,334 0.01% 0.01% 215 +8,141 86.87% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 17,500 1,334 0.01% 0.02% 214 0 0.0% Q4 2025 Feb 05, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 17,328 1,320 0.38% 0.5% 216 +818 4.95% Q4 2025 Jan 27, 2026
Essex Financial Services, Inc. History Reduced 17,272 1,316 0.07% 0.11% 217 -372 -2.11% Q4 2025 Feb 10, 2026
CHOREO, LLC History Added to 17,129 1,311 0.02% 0.02% 218 +3,374 24.53% Q4 2025 Jan 23, 2026
Soltis Investment Advisors LLC History Reduced 17,155 1,307 0.09% 0.12% 219 -38 -0.22% Q4 2025 Apr 02, 2026
Vise Technologies, Inc. History Reduced 17,049 1,299 0.03% 0.12% 220 -15,718 -47.97% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History New 16,855 1,284 0.02% — 221 +16,855 New Q4 2025 Feb 09, 2026
Betterment LLC History Added to 16,655 1,270 0.0% 0.0% 222 +7,804 88.17% Q4 2025 Feb 12, 2026
Madison Park Capital Advisors, LLC History Reduced 16,622 1,267 1.03% 1.37% 223 -104 -0.62% Q4 2025 Jan 20, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 16,500 1,257 0.05% 0.03% 224 +8,650 110.19% Q4 2025 Jan 28, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 16,322 1,244 0.78% 0.7% 225 +5,644 52.86% Q4 2025 Feb 24, 2026
Waverly Advisors, LLC History Added to 16,229 1,237 0.01% 0.01% 226 +1,682 11.56% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Added to 16,187 1,233 0.1% 0.12% 227 +2,816 21.06% Q4 2025 Jan 13, 2026
BEARING POINT CAPITAL, LLC History New 16,122 1,228 0.19% — 228 +16,122 New Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 16,096 1,227 0.02% 0.03% 229 +383 2.44% Q4 2025 Feb 12, 2026
Revisor Wealth Management LLC History Added to 15,816 1,225 0.33% 0.43% 230 +3,984 33.67% Q4 2025 Jan 27, 2026
Mustard Seed Financial, LLC History Added to 15,977 1,217 0.77% 0.98% 231 +630 4.11% Q4 2025 Jan 23, 2026
World Investment Advisors History Reduced 15,700 1,196 0.02% 0.04% 232 -3,332 -17.51% Q4 2025 Mar 12, 2026
Mills Wealth Advisors LLC History Reduced 15,503 1,181 0.47% 0.65% 233 -466 -2.92% Q4 2025 Jan 27, 2026
Aries Wealth Management History Added to 15,412 1,174 0.26% 0.33% 234 +1,585 11.46% Q4 2025 Jan 30, 2026
MTM Investment Management, LLC History Reduced 15,340 1,169 0.37% 0.51% 235 -631 -3.95% Q4 2025 Feb 09, 2026
Bedel Financial Consulting, Inc. History No change 14,766 1,125 0.12% 0.19% 236 0 0.0% Q4 2025 Jan 28, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 14,611 1,113 0.08% 0.07% 237 +4,236 40.83% Q4 2025 Jan 14, 2026
Marietta Wealth Management, LLC History No change 14,470 1,103 0.13% 0.18% 238 0 0.0% Q4 2025 Jan 28, 2026
Strata Wealth Advisors, LLC History No change 14,373 1,095 0.3% 0.38% 239 0 0.0% Q4 2025 Feb 12, 2026
CONDOR CAPITAL MANAGEMENT History Added to 14,315 1,091 0.09% 0.12% 240 +211 1.5% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Added to 14,222 1,084 0.01% 0.01% 241 +5,930 71.51% Q4 2025 Feb 05, 2026
EARNED WEALTH ADVISORS, LLC History Added to 14,160 1,079 0.35% 0.09% 242 +8,690 158.87% Q4 2025 Jan 27, 2026
3EDGE Asset Management, LP History Reduced 14,105 1,075 0.06% 0.08% 243 -742 -5.0% Q4 2025 Feb 06, 2026
Bauman Advisory Group, LLC History New 13,914 1,060 0.85% — 244 +13,914 New Q4 2025 Feb 20, 2026
Curi Capital, LLC History Added to 13,886 1,058 0.02% 0.02% 245 +311 2.29% Q4 2025 Feb 17, 2026
Gambit Capital Management, LLC History New 13,771 1,049 0.75% — 246 +13,771 New Q4 2025 Feb 06, 2026
Precision Wealth Strategies, LLC History Added to 13,650 1,040 0.34% 0.21% 247 +7,013 105.67% Q4 2025 Jan 30, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History New 13,535 1,031 0.26% — 248 +13,535 New Q4 2025 Feb 12, 2026
Ethos Financial Group, LLC History Added to 13,475 1,027 0.08% 0.07% 249 +4,114 43.95% Q4 2025 Jan 20, 2026
OneAscent Financial Services LLC History New 13,364 1,018 0.09% — 250 +13,364 New Q4 2025 Feb 11, 2026
GR FINANCIAL GROUP, LLC History Reduced 13,255 1,010 0.23% 0.49% 251 -7,926 -37.42% Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Added to 13,240 1,009 0.02% 0.02% 252 +4,588 53.03% Q4 2025 Feb 06, 2026
Robertson Stephens Wealth Management, LLC History Added to 13,229 1,008 0.03% 0.02% 253 +8,211 163.63% Q4 2025 Feb 02, 2026
StoneX Group Inc. History Reduced 13,132 1,001 0.04% 0.48% 254 -96,319 -88.0% Q4 2025 Feb 12, 2026
Crescent Grove Advisors, LLC History Added to 13,005 991 0.09% 0.02% 255 +10,705 465.43% Q4 2025 Feb 11, 2026
Delta Investment Management, LLC History Added to 12,900 983 0.17% 0.21% 257 +938 7.84% Q4 2025 Jan 30, 2026
NTV ASSET MANAGEMENT LLC History Added to 12,900 983 0.1% 0.14% 256 +400 3.2% Q4 2025 Jan 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 12,830 978 0.03% 0.04% 258 +228 1.81% Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Added to 12,805 976 0.02% 0.02% 259 +3,822 42.55% Q4 2025 Feb 11, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 12,655 964 0.06% 0.08% 260 0 0.0% Q4 2025 Feb 12, 2026
TCW GROUP INC History No change 12,553 956 0.01% 0.01% 261 0 0.0% Q4 2025 Feb 17, 2026
Synergy Financial Group, LTD History Reduced 12,484 951 0.67% 0.84% 262 -12 -0.1% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History New 12,305 938 0.02% — 263 +12,305 New Q4 2025 Jan 22, 2026
Waldron Private Wealth LLC History Added to 12,204 930 0.04% 0.04% 264 +1,806 17.37% Q4 2025 Jan 14, 2026
M. Kulyk & Associates, LLC History Added to 12,198 929 0.18% 0.24% 265 +312 2.62% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 11,899 907 0.02% 0.01% 266 +5,977 100.93% Q4 2025 Jan 16, 2026
JB Capital LLC History Added to 11,796 899 0.04% 0.05% 267 +140 1.2% Q4 2025 Jan 20, 2026
Strive Financial Group ,LLC History New 11,692 891 0.44% — 268 +11,692 New Q4 2025 Feb 18, 2026
Falcon Wealth Planning History Added to 11,678 890 0.07% 0.1% 269 +686 6.24% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Added to 11,598 884 0.01% 0.02% 270 +1,638 16.45% Q4 2025 Jan 13, 2026
Wealth Quarterback LLC History Added to 11,605 884 0.32% 0.44% 271 +99 0.86% Q4 2025 Jan 15, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 11,441 872 0.13% — 272 +11,441 New Q4 2025 Feb 13, 2026
Kapstone Financial Advisors LLC History New 11,435 871 0.43% — 274 +11,435 New Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 11,431 871 0.07% 0.1% 273 +264 2.36% Q4 2025 Jan 23, 2026
Canvas Wealth Advisors, LLC History Reduced 11,426 870 0.15% 0.25% 275 -1,161 -9.22% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 11,391 868 0.02% 0.01% 276 +5,754 102.08% Q4 2025 Feb 06, 2026
Forum Financial Management, LP History New 11,300 861 0.01% — 278 +11,300 New Q4 2025 Jan 27, 2026
BANK OF MONTREAL /CAN/ History Added to 11,299 861 0.0% 0.0% 277 +3,148 38.62% Q4 2025 Feb 12, 2026
CIM, LLC History Added to 11,222 855 0.11% 0.13% 279 +996 9.74% Q4 2025 Feb 18, 2026
Peloton Wealth Strategists History Added to 11,067 844 0.33% 0.32% 280 +2,864 34.91% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 10,962 835 0.0% 0.0% 281 +4,352 65.84% Q4 2025 Feb 18, 2026
Secure Asset Management, LLC History Reduced 10,840 826 0.13% 0.19% 282 -201 -1.82% Q4 2025 Jan 20, 2026
Pallas Capital Advisors LLC History Reduced 10,740 818 0.03% 0.08% 284 -10,401 -49.2% Q4 2025 Jan 14, 2026
Pure Financial Advisors, LLC History Reduced 10,743 818 0.15% 0.02% 283 -1,697 -13.64% Q4 2025 Mar 04, 2026
Timber Creek Capital Management LLC History Added to 10,644 811 0.19% 0.25% 285 +376 3.66% Q4 2025 Jan 23, 2026
Verus Financial Partners, Inc. History No change 10,447 796 0.07% 0.1% 286 0 0.0% Q4 2025 Feb 02, 2026
JSF Financial, LLC History Added to 10,373 790 0.16% 0.22% 288 +273 2.7% Q4 2025 Feb 04, 2026
Parkside Financial Bank & Trust History No change 10,367 790 0.06% 0.08% 287 0 0.0% Q4 2025 Feb 13, 2026
Citizens National Bank Trust Department History Added to 10,355 789 0.14% 0.03% 289 +8,603 491.04% Q4 2025 Jan 30, 2026
TWO SIGMA SECURITIES, LLC History Added to 10,309 785 0.11% 0.15% 290 +25 0.24% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 9,903 784 0.03% 0.02% 291 +4,554 85.14% Q4 2025 Jan 08, 2026
RAHLFS CAPITAL, LLC History Reduced 10,250 781 0.61% 1.05% 292 -3,015 -22.73% Q4 2025 Feb 05, 2026
GWN SECURITIES INC. History Reduced 10,082 768 0.16% 0.25% 293 -761 -7.02% Q4 2025 Feb 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 9,785 765 0.12% 0.18% 294 0 0.0% Q4 2025 Jan 08, 2026
Meridian Wealth Advisors, LLC History Added to 10,000 762 0.11% 0.12% 295 +1,312 15.1% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Added to 9,996 761 0.05% 0.05% 296 +2,845 39.78% Q4 2025 Feb 11, 2026
Investment Advisory Services Group LLC History New 9,935 757 0.67% — 297 +9,935 New Q4 2025 Feb 04, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 9,894 754 0.11% 0.19% 298 -2,300 -18.86% Q4 2025 Jan 13, 2026
Sequoia Financial Advisors, LLC History Added to 9,859 751 0.0% 0.01% 299 +504 5.39% Q4 2025 Feb 03, 2026
Clientfirst Wealth Management, LLC History Added to 9,793 746 0.6% 0.67% 300 +1,460 17.52% Q4 2025 Feb 06, 2026
Garde Capital, Inc. History New 9,771 744 0.04% — 301 +9,771 New Q4 2025 Feb 10, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 9,658 736 0.32% 0.38% 303 +1,125 13.18% Q4 2025 Feb 02, 2026
Upper Left Wealth Management, LLC History Added to 9,667 736 0.45% 0.54% 302 +992 11.44% Q4 2025 Jan 22, 2026
Five Pine Wealth Management History Added to 9,614 732 0.47% 0.49% 304 +2,328 31.95% Q4 2025 Jan 21, 2026
Diversify Advisory Services, LLC History Reduced 8,781 730 0.02% 0.73% 305 -224,671 -96.24% Q4 2025 Jan 23, 2026
AdvisorNet Financial, Inc History Reduced 9,505 724 0.04% 0.06% 306 -528 -5.26% Q4 2025 Jan 20, 2026
Wealth Dimensions Group, Ltd. History Added to 9,503 724 0.14% 0.19% 308 +3 0.03% Q4 2025 Feb 13, 2026
Samalin Investment Counsel, LLC History No change 9,511 724 0.26% 0.33% 307 0 0.0% Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Added to 9,355 713 0.01% 0.01% 309 +830 9.74% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 9,330 711 0.01% 0.01% 310 +3,114 50.1% Q4 2025 Feb 03, 2026
Prosperity Planning, Inc. History No change 9,300 708 0.19% 0.25% 311 0 0.0% Q4 2025 Jan 14, 2026
Quantinno Capital Management LP History Added to 9,210 702 0.0% 0.0% 312 +4,293 87.31% Q4 2025 Feb 17, 2026
Demars Financial Group, LLC History Added to 9,128 695 0.23% 0.27% 313 +1,419 18.41% Q4 2025 Jan 22, 2026
WEALTH ALLIANCE, LLC History Added to 9,039 689 0.07% 0.06% 314 +2,944 48.3% Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History New 8,950 682 0.03% — 315 +8,950 New Q4 2025 Jan 07, 2026
WEALTH EFFECTS LLC History Added to 8,925 680 0.21% 0.21% 316 +2,515 39.24% Q4 2025 Jan 26, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 8,714 678 0.18% 0.23% 317 -226 -2.53% Q4 2025 Jan 26, 2026
WESBANCO BANK INC History Added to 8,705 663 0.02% 0.02% 318 +100 1.16% Q4 2025 Feb 03, 2026
Sound Portfolio Advisors, LLC History New 8,526 649 0.55% — 320 +8,526 New Q4 2025 Feb 05, 2026
EVERETT HARRIS & CO /CA/ History Added to 8,514 649 0.01% 0.01% 319 +1,575 22.7% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Reduced 8,464 645 0.02% 0.05% 321 -4,702 -35.71% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Added to 8,464 645 0.02% 0.03% 322 +379 4.69% Q4 2025 Feb 06, 2026
Split Rock Private Trading & Wealth Management, LLC History New 8,458 644 0.52% — 323 +8,458 New Q4 2025 Jan 23, 2026
Estate Planners Group, LLC History New 8,450 644 0.28% — 324 +8,450 New Q4 2025 Apr 07, 2026
Solstein Capital, LLC History New 8,407 640 0.26% — 325 +8,407 New Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 8,365 637 0.0% 0.0% 326 +4,609 122.71% Q4 2025 Feb 18, 2026
ASSOCIATED BANC-CORP History No change 8,352 636 0.02% 0.02% 327 0 0.0% Q4 2025 Feb 06, 2026
Willis Johnson & Associates, Inc. History Added to 8,302 632 0.04% 0.05% 328 +169 2.08% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 8,229 627 0.0% 0.0% 329 +1,572 23.61% Q4 2025 Feb 17, 2026
Argentarii, LLC History New 8,200 625 0.2% — 330 +8,200 New Q4 2025 Jan 13, 2026
Osbon Capital Management LLC History New 8,191 624 0.58% — 331 +8,191 New Q4 2025 Mar 16, 2026
GREENBERG FINANCIAL GROUP History New 8,169 622 0.26% — 332 +8,169 New Q4 2025 Jan 22, 2026
Jump Financial, LLC History Reduced 8,098 617 0.01% 0.07% 333 -54,273 -87.02% Q4 2025 Feb 17, 2026
VICUS CAPITAL History Added to 8,077 615 0.05% 0.05% 334 +1,956 31.96% Q4 2025 Jan 22, 2026
FineMark National Bank & Trust History Added to 8,065 614 0.02% 0.02% 335 +680 9.21% Q4 2025 Feb 12, 2026
MATAURO, LLC History Reduced 8,018 611 0.09% 0.14% 337 -934 -10.43% Q4 2025 Jan 16, 2026
J.W. COLE ADVISORS, INC. History Added to 8,194 611 0.01% 0.01% 336 +714 9.55% Q4 2025 Feb 11, 2026
Elequin Capital, LP History Reduced 8,000 609 0.05% 2.59% 339 -471,372 -98.33% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 8,000 609 0.0% 0.0% 338 +2,000 33.33% Q4 2025 Feb 13, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 7,942 605 0.08% 0.04% 340 +4,902 161.25% Q4 2025 Jan 21, 2026
MGO ONE SEVEN LLC History Added to 7,928 604 0.01% 0.01% 341 +1,993 33.58% Q4 2025 Feb 03, 2026
CLG LLC History No change 7,851 598 0.15% 0.21% 342 0 0.0% Q4 2025 Jan 15, 2026
Rochester Wealth Strategies, LLC History New 7,809 595 0.37% — 343 +7,809 New Q4 2025 Jan 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 7,804 594 0.0% 0.0% 344 +7,102 1011.68% Q4 2025 Feb 10, 2026
CFO4Life Group, LLC History Added to 7,794 594 0.08% 0.08% 345 +2,571 49.22% Q4 2025 Feb 06, 2026
SWEENEY & MICHEL, LLC History Added to 10,080 592 0.17% 0.34% 346 +111 1.11% Q4 2025 Feb 13, 2026
City State Bank History New 7,750 590 0.16% — 349 +7,750 New Q4 2025 Jan 28, 2026
Ellis Investment Partners, LLC History Added to 7,739 590 0.1% 0.07% 347 +3,700 91.61% Q4 2025 Feb 02, 2026
Running Point Capital Advisors, LLC History Added to 7,743 590 0.16% 0.2% 348 +77 1.0% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 7,703 587 0.03% 0.03% 350 +1,851 31.63% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History Added to 7,700 586 0.11% 0.14% 351 +500 6.94% Q4 2025 Feb 10, 2026
INSTRUMENTAL WEALTH, LLC History Added to 9,955 584 0.35% 0.38% 352 +4,165 71.93% Q4 2025 Feb 27, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 7,613 580 0.16% 0.1% 353 +4,155 120.16% Q4 2025 Jan 26, 2026
East Coast Asset Management, LLC. History Added to 7,550 575 0.17% 0.07% 354 +5,205 221.96% Q4 2025 Feb 17, 2026
Westover Capital Advisors, LLC History Reduced 7,535 574 0.1% 0.18% 355 -2,000 -20.98% Q4 2025 Feb 09, 2026
Werba Rubin Papier Wealth Management History Added to 7,515 572 0.15% 0.1% 357 +1,200 19.0% Q4 2025 Jan 27, 2026
Guidance Point Advisors, LLC History Added to 7,509 572 0.13% 0.17% 356 +526 7.53% Q4 2025 Feb 11, 2026
Corps Capital Advisors, LLC History Added to 7,225 550 0.57% 0.31% 358 +5,175 252.44% Q4 2025 Feb 13, 2026
Endowment Wealth Management, Inc. History Added to 7,176 547 0.25% 0.25% 359 +1,580 28.23% Q4 2025 Feb 09, 2026
Chicago Capital, LLC History Added to 7,107 541 0.01% 0.02% 360 +63 0.89% Q4 2025 Jan 26, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 7,070 538 0.03% 0.04% 361 +27 0.38% Q4 2025 Feb 10, 2026
Sandbox Financial Partners, LLC History Reduced 7,052 537 0.15% 0.23% 362 -877 -11.06% Q4 2025 Jan 07, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 6,950 529 0.03% 0.04% 363 0 0.0% Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 6,841 521 0.06% 0.08% 364 +9 0.13% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Added to 6,714 511 0.01% 0.01% 365 +143 2.18% Q4 2025 Feb 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 6,655 507 0.11% 0.06% 366 +4,005 151.13% Q4 2025 Jan 22, 2026
Sankala Group LLC History New 8,861 506 0.4% — 367 +8,861 New Q4 2025 Mar 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 6,473 493 0.03% — 368 +6,473 New Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 6,375 485 0.04% 0.04% 369 +1,050 19.72% Q4 2025 Feb 17, 2026
Wealth Group Ltd History Added to 6,337 483 0.11% 0.13% 370 +869 15.89% Q4 2025 Jan 12, 2026
Bridgewater Advisors Inc. History Added to 6,137 481 0.03% 0.02% 371 +3,135 104.43% Q4 2025 Jan 23, 2026
Vantage Financial Partners, LLC History Added to 6,298 480 0.1% 0.1% 372 +1,469 30.42% Q4 2025 Feb 03, 2026
Moors & Cabot, Inc. History No change 6,218 473 0.02% 0.03% 373 0 0.0% Q4 2025 Feb 10, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 6,170 470 0.32% — 374 +6,170 New Q4 2025 Feb 17, 2026
Truvestments Capital LLC History Reduced 6,155 469 0.09% 0.13% 375 -949 -13.36% Q4 2025 Feb 13, 2026
Sunesis Advisors, LLC History New 6,133 467 0.21% — 376 +6,133 New Q4 2025 Feb 02, 2026
FRANKLIN RESOURCES INC History Reduced 6,116 466 0.0% 0.0% 377 -3,385 -35.63% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Added to 6,120 466 0.06% 0.09% 378 +100 1.66% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History No change 7,690 465 0.01% 0.01% 379 0 0.0% Q4 2025 Jan 05, 2026
Eagle Strategies LLC History New 6,068 462 0.06% — 381 +6,068 New Q4 2025 Jan 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 6,065 462 0.04% 0.02% 380 +3,852 174.06% Q4 2025 Jan 23, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 6,044 460 0.09% 0.05% 382 +3,493 136.93% Q4 2025 Feb 04, 2026
SkyView Investment Advisors, LLC History Reduced 6,000 457 0.06% 0.15% 383 -5,500 -47.83% Q4 2025 Feb 18, 2026
Legacy Financial Advisors, Inc. History Added to 5,978 455 0.06% 0.07% 384 +1,132 23.36% Q4 2025 Feb 04, 2026
SCOTIA CAPITAL INC. History Added to 5,935 452 0.0% 0.0% 385 +475 8.7% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Reduced 5,894 449 0.01% 0.01% 386 -427 -6.76% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Reduced 5,895 449 0.03% 0.04% 387 -328 -5.27% Q4 2025 Jan 26, 2026
Beacon Capital Management, LLC History Added to 5,869 447 0.07% 0.07% 388 +987 20.22% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History New 5,808 444 0.02% — 389 +5,808 New Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Added to 5,834 444 0.05% 0.06% 390 +748 14.71% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History New 5,795 441 0.14% — 391 +5,795 New Q4 2025 Feb 17, 2026
Anson Capital, Inc. History Added to 5,745 437 0.32% 0.29% 392 +1,920 50.2% Q4 2025 Feb 04, 2026
Avestar Capital, LLC History New 5,711 435 0.03% — 393 +5,711 New Q4 2025 Feb 10, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 5,681 433 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Reduced 5,668 432 0.0% 0.0% 395 -1,048 -15.6% Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History Added to 5,662 431 0.04% 0.04% 396 +1,470 35.07% Q4 2025 Feb 18, 2026
Sunbelt Securities, Inc. History Reduced 5,644 430 0.03% 0.05% 397 -890 -13.62% Q4 2025 Feb 20, 2026
Allworth Financial LP History New 5,563 424 0.0% — 399 +5,563 New Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History Added to 5,567 424 0.02% 0.01% 398 +1,968 54.68% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 5,518 420 0.0% 0.0% 400 +5,293 2352.44% Q4 2025 Feb 06, 2026
Sandy Cove Advisors, LLC History Added to 5,520 420 0.12% 0.16% 402 +499 9.94% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 5,522 420 0.02% 0.04% 401 +35 0.64% Q4 2025 Feb 10, 2026
Clarus Group, Inc. History Added to 5,500 419 0.15% 0.1% 403 +2,500 83.33% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Added to 5,471 417 0.02% 0.02% 404 +1,040 23.47% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Reduced 5,481 417 0.02% 0.03% 405 -22 -0.4% Q4 2025 Jan 23, 2026
Oak Grove Capital LLC History Reduced 5,469 416 0.05% 0.18% 406 -7,420 -57.57% Q4 2025 Feb 26, 2026
Chicago Partners Investment Group LLC History Reduced 5,327 415 0.01% 0.02% 408 -3,188 -37.44% Q4 2025 Jan 28, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 5,450 415 0.01% 0.01% 407 +700 14.74% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 5,438 414 0.0% 0.0% 409 -674 -11.03% Q4 2025 Feb 10, 2026
McMill Wealth Management History Added to 5,378 409 0.11% 0.06% 410 +3,103 136.4% Q4 2025 Feb 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 5,341 407 0.07% 0.09% 411 +209 4.07% Q4 2025 Jan 27, 2026
VESTOR CAPITAL, LLC History Added to 8,559 404 0.03% 0.04% 412 +2,864 50.29% Q4 2025 Feb 11, 2026
Pine Valley Investments Ltd Liability Co History Added to 5,253 400 0.02% 0.02% 413 +1,536 41.32% Q4 2025 Feb 13, 2026
Relyea Zuckerberg Hanson LLC History Added to 5,239 399 0.04% 0.03% 414 +2,163 70.32% Q4 2025 Jan 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 5,207 396 0.02% 0.05% 416 -3,384 -39.39% Q4 2025 Jan 20, 2026
AMG National Trust Bank History No change 5,205 396 0.01% 0.01% 415 0 0.0% Q4 2025 Jan 30, 2026
Gryphon Financial Partners LLC History Added to 5,133 391 0.04% 0.06% 417 +104 2.07% Q4 2025 Jan 08, 2026
Platform Technology Partners History Added to 5,127 390 0.08% 0.07% 419 +2,110 69.94% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 5,124 390 0.0% 0.0% 418 +680 15.3% Q4 2025 Feb 19, 2026
Advyzon Investment Management, LLC History Reduced 5,129 390 0.05% 0.09% 420 -342 -6.25% Q4 2025 Feb 13, 2026
Centerpoint Advisors, LLC History Added to 5,072 387 0.12% 0.08% 421 +2,498 97.05% Q4 2025 Feb 13, 2026
McAdam, LLC History Added to 5,076 386 0.02% 0.02% 422 +395 8.44% Q4 2025 Feb 13, 2026
IVC Wealth Advisors LLC History No change 5,057 385 0.17% 0.23% 423 0 0.0% Q4 2025 Jan 16, 2026
Smallwood Wealth Investment Management, LLC History Reduced 5,046 384 0.2% 0.26% 424 -100 -1.94% Q4 2025 Jan 23, 2026
Drucker Wealth 3.0, LLC History Added to 5,036 383 0.07% 0.08% 425 +767 17.97% Q4 2025 Feb 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 4,916 374 0.03% 0.04% 426 -279 -5.37% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 4,902 373 0.01% 0.01% 427 +1,283 35.45% Q4 2025 Jan 28, 2026
TECTONIC ADVISORS LLC History Reduced 4,802 366 0.02% 0.03% 428 -777 -13.93% Q4 2025 Jan 23, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,780 364 0.01% 0.01% 429 0 0.0% Q4 2025 Feb 13, 2026
SlateStone Wealth, LLC History Added to 4,768 363 0.03% 0.04% 430 +355 8.04% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Reduced 4,749 362 0.01% 0.14% 431 -31,956 -87.06% Q4 2025 Jan 21, 2026
Schneider Downs Wealth Management Advisors, LP History No change 4,712 359 0.04% 0.06% 432 0 0.0% Q4 2025 Feb 12, 2026
Riggs Asset Managment Co. Inc. History No change 4,707 358 0.07% 0.1% 433 0 0.0% Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History Reduced 4,695 357 0.02% 0.04% 434 -2,360 -33.45% Q4 2025 Mar 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,678 356 0.01% 0.01% 435 0 0.0% Q4 2025 Jan 23, 2026
RPg Family Wealth Advisory, LLC History Added to 4,658 355 0.08% 0.09% 436 +663 16.6% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History New 4,648 354 0.0% — 437 +4,648 New Q4 2025 Feb 09, 2026
EdgeRock Capital LLC History Added to 4,641 353 0.09% 0.07% 438 +1,976 74.15% Q4 2025 Jan 14, 2026
COMMERCE BANK History No change 4,605 351 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 13, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 4,589 349 0.1% 0.11% 441 +507 12.42% Q4 2025 Jan 13, 2026
SIMON QUICK ADVISORS, LLC History No change 4,579 349 0.02% 0.02% 440 0 0.0% Q4 2025 Jan 29, 2026
BIP Wealth, LLC History New 4,577 348 0.01% — 442 +4,577 New Q4 2025 Jan 21, 2026
APPLETON PARTNERS INC/MA History Added to 4,534 346 0.02% 0.03% 443 +213 4.93% Q4 2025 Jan 09, 2026
Trek Financial, LLC History Added to 4,535 345 0.02% 0.03% 444 +2 0.04% Q4 2025 Feb 04, 2026
IFG Advisors, LLC History Added to 4,523 344 0.06% 0.05% 445 +1,188 35.62% Q4 2025 Jan 13, 2026
Wilmington Savings Fund Society, FSB History Added to 4,497 342 0.01% 0.0% 446 +2,800 165.0% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 4,494 342 0.01% 0.01% 447 +704 18.58% Q4 2025 Feb 03, 2026
AlphaCore Capital LLC History New 4,413 336 0.01% — 449 +4,413 New Q4 2025 Feb 05, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 4,409 336 0.0% 0.0% 448 +2,793 172.83% Q4 2025 Feb 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 4,337 330 0.02% 0.02% 450 +575 15.28% Q4 2025 Jan 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 4,282 326 0.02% 0.03% 451 -6 -0.14% Q4 2025 Feb 17, 2026
Rather & Kittrell, Inc. History Added to 4,246 323 0.05% 0.04% 452 +1,779 72.11% Q4 2025 Jan 28, 2026
Curran Financial Partners, LLC History Reduced 4,238 323 0.06% 0.1% 453 -610 -12.58% Q4 2025 Jan 22, 2026
WHITTIER TRUST CO History Reduced 4,000 322 0.0% 0.01% 454 -2,000 -33.33% Q4 2025 Jan 26, 2026
Markin Asset Management, LP History New 4,215 321 0.35% — 455 +4,215 New Q4 2025 Feb 13, 2026
BridgePort Financial Solutions, LLC History Added to 4,133 315 0.08% 0.1% 456 +242 6.22% Q4 2025 Jan 16, 2026
Tamar Securities, LLC History Added to 4,125 314 0.03% 0.05% 457 +25 0.61% Q4 2025 Feb 13, 2026
Stiles Financial Services Inc History Added to 4,034 307 0.09% 0.1% 459 +1,000 32.96% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History No change 4,025 307 0.01% 0.02% 458 0 0.0% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 3,996 304 0.0% 0.0% 460 +3,149 371.78% Q4 2025 Feb 11, 2026
Prasad Wealth Partners, LLC History Added to 3,996 304 0.08% 0.09% 461 +583 17.08% Q4 2025 Jan 27, 2026
Clearwave Capital, LLC History New 3,963 302 0.22% — 462 +3,963 New Q4 2025 Mar 02, 2026
Connective Capital Management, LLC History Added to 3,960 301 0.18% 0.29% 463 +763 23.87% Q4 2025 Feb 19, 2026
MONECO ADVISORS, LLC History Reduced 3,925 299 0.02% 0.04% 464 -367 -8.55% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,617 297 0.01% 0.02% 465 0 0.0% Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 3,894 296 0.04% 0.06% 466 -1,392 -26.33% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 3,836 292 0.02% 0.02% 467 0 0.0% Q4 2025 Jan 30, 2026
Cornerstone Advisory, LLC History New 3,762 286 0.03% — 468 +3,762 New Q4 2025 Jan 28, 2026
DMC Group, LLC History Added to 3,746 285 0.19% 0.18% 469 +1,094 41.25% Q4 2025 Jan 21, 2026
NorthStar Asset Management LLC /NJ/ History No change 3,720 283 0.13% 0.18% 470 0 0.0% Q4 2025 Feb 10, 2026
RMR Capital Management, LLC History No change 3,709 282 0.2% 0.26% 471 0 0.0% Q4 2025 Feb 12, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 3,696 281 0.04% 0.04% 472 +976 35.88% Q4 2025 Jan 12, 2026
Keebeck Wealth Management History New 3,670 279 0.03% — 473 +3,670 New Q4 2025 Feb 17, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 3,649 278 0.17% — 474 +3,649 New Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History Added to 3,637 277 0.07% 0.08% 475 +789 27.7% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Added to 3,614 275 0.0% 0.0% 476 +2,135 144.35% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History No change 3,600 274 0.01% 0.02% 477 0 0.0% Q4 2025 Feb 13, 2026
GERBER, LLC History Added to 3,581 273 0.15% 0.22% 478 +75 2.14% Q4 2025 Jan 21, 2026
YHB Investment Advisors, Inc. History Added to 3,575 272 0.02% 0.03% 479 +148 4.32% Q4 2025 Jan 16, 2026
Strait & Sound Wealth Management LLC History Reduced 3,510 267 0.1% 0.16% 480 -800 -18.56% Q4 2025 Feb 04, 2026
Wealth Management Nebraska History No change 3,505 267 0.03% 0.04% 481 0 0.0% Q4 2025 Jan 28, 2026
Veracity Capital LLC History Reduced 3,492 266 0.08% 0.11% 483 -119 -3.3% Q4 2025 Jan 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,500 266 0.01% 0.01% 482 0 0.0% Q4 2025 Jan 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,466 265 0.0% 0.0% 484 +411 13.45% Q4 2025 Feb 05, 2026
HB Wealth Management, LLC History Added to 3,466 264 0.0% 0.0% 485 +21 0.61% Q4 2025 Jan 28, 2026
Redwood Investment Management, LLC History New 3,427 261 0.03% — 486 +3,427 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 3,416 260 0.01% 0.01% 487 -1,378 -28.74% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Reduced 3,398 259 0.01% 0.01% 488 -1,607 -32.11% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 3,404 259 0.02% 0.03% 490 -523 -13.32% Q4 2025 Feb 12, 2026
BROGAN FINANCIAL, INC. History Added to 3,408 259 0.11% 0.14% 489 +6 0.18% Q4 2025 Feb 12, 2026
New Republic Capital, LLC History No change 3,390 258 0.07% 0.1% 491 0 0.0% Q4 2025 Feb 10, 2026
Pekin Hardy Strauss, Inc. History New 3,361 256 0.02% — 492 +3,361 New Q4 2025 Jan 30, 2026
Crane Advisory, LLC History Added to 3,223 256 0.04% 0.05% 493 +353 12.3% Q4 2025 Jan 15, 2026
Peregrine Asset Advisers, Inc. History Reduced 3,350 255 0.07% 1.12% 494 -33,958 -91.02% Q4 2025 Feb 02, 2026
Shade Tree Advisors LLC History Added to 3,357 255 0.19% 0.21% 495 +942 39.01% Q4 2025 Feb 04, 2026
J. Safra Sarasin Holding AG History No change 3,312 253 0.0% 0.01% 496 0 0.0% Q4 2025 Jan 15, 2026
THOMPSON DAVIS & CO., INC. History Reduced 3,315 252 0.15% 0.23% 497 -350 -9.55% Q4 2025 Jan 12, 2026
AlTi Global, Inc. History Reduced 3,311 252 0.01% 0.01% 498 -50 -1.49% Q4 2025 Feb 13, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 3,120 247 0.08% 0.12% 499 0 0.0% Q4 2025 Jan 12, 2026
Park Edge Advisors, LLC History Reduced 3,240 246 0.06% 0.08% 500 -436 -11.86% Q4 2025 Jan 16, 2026
INTEGRITY ALLIANCE, LLC. History New 3,224 245 0.01% — 501 +3,224 New Q4 2025 Feb 09, 2026
Pinnacle Financial Partners, Inc. History New 3,174 241 0.0% — 503 +3,174 New Q4 2025 Feb 18, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 3,162 241 0.02% 0.03% 502 +226 7.7% Q4 2025 Jan 15, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 3,157 240 0.73% — 504 +3,157 New Q4 2025 Feb 06, 2026
Dedeker Financial LLC History New 3,155 240 0.21% — 505 +3,155 New Q4 2025 Mar 31, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 3,136 239 0.14% — 506 +3,136 New Q4 2025 Feb 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 3,113 237 0.0% — 507 +3,113 New Q4 2025 Jan 07, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 3,103 236 0.05% 0.07% 508 0 0.0% Q4 2025 Jan 21, 2026
DGS Capital Management, LLC History New 3,088 235 0.04% — 509 +3,088 New Q4 2025 Feb 24, 2026
PUFF WEALTH MANAGEMENT, LLC History No change 3,014 235 0.3% 0.46% 510 0 0.0% Q4 2025 Jan 07, 2026
Zuckerman Investment Group, LLC History New 3,043 231 0.02% — 512 +3,043 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 3,043 231 0.0% 0.0% 511 +908 42.53% Q4 2025 Feb 04, 2026
Sugar Maple Asset Management, LLC History Added to 3,042 231 0.16% 0.21% 513 +150 5.19% Q4 2025 Jan 20, 2026
OLD MISSION CAPITAL LLC History Added to 503,000 230 0.01% 0.22% 514 +392,820 356.53% Q4 2025 Feb 17, 2026
Kastel Capital Advisors, LLC History New 3,015 229 0.14% — 517 +3,015 New Q4 2025 Feb 18, 2026
Shepherd Street Advisors LLC History New 3,007 229 0.22% — 516 +3,007 New Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 3,011 229 0.0% 0.01% 515 +12 0.4% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,000 228 0.01% 0.05% 518 -5,000 -62.5% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History New 2,996 228 0.01% — 520 +2,996 New Q4 2025 Feb 18, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 2,998 228 0.01% 0.02% 519 -182 -5.72% Q4 2025 Feb 05, 2026
Leo Wealth, LLC History New 2,981 227 0.02% — 521 +2,981 New Q4 2025 Jan 21, 2026
BURRUS FINANCIAL SERVICES, INC. History New 4,692 226 0.13% — 522 +4,692 New Q4 2025 Jan 30, 2026
Capstone Financial Advisors, Inc. History New 2,970 226 0.01% — 523 +2,970 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,970 226 0.0% 0.0% 524 -500 -14.41% Q4 2025 Feb 12, 2026
VESTIA PERSONAL WEALTH ADVISORS History New 2,872 225 0.11% — 525 +2,872 New Q4 2025 Jan 27, 2026
LongView Wealth Management History Added to 2,821 224 0.05% 0.06% 526 +501 21.59% Q4 2025 Jan 13, 2026
OmniStar Financial Group, Inc. History Reduced 2,934 223 0.13% 0.21% 528 -535 -15.42% Q4 2025 Feb 17, 2026
BOKF, NA History No change 2,938 223 0.0% 0.0% 527 0 0.0% Q4 2025 Feb 03, 2026
BankPlus Trust Department History No change 2,927 223 0.06% 0.08% 529 0 0.0% Q4 2025 Jan 27, 2026
Quest 10 Wealth Builders, Inc. History Added to 2,910 221 0.2% 0.13% 531 +1,513 108.3% Q4 2025 Jan 29, 2026
Alan B Lancz & Associates, Inc. History No change 2,900 221 0.19% 0.26% 530 0 0.0% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Reduced 2,868 218 0.01% 0.03% 533 -1,313 -31.4% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Added to 2,862 218 0.0% 0.0% 532 +754 35.77% Q4 2025 Feb 09, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 2,866 218 0.1% 0.12% 534 +416 16.98% Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 2,869 218 0.0% 0.0% 535 +310 12.11% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History Added to 2,812 214 0.03% 0.04% 536 +146 5.48% Q4 2025 Jan 21, 2026
Midwest Trust Co History Added to 2,813 214 0.0% 0.0% 537 +10 0.36% Q4 2025 Feb 04, 2026
Koshinski Asset Management, Inc. History Added to 2,807 213 0.01% 0.02% 538 +274 10.82% Q4 2025 Feb 03, 2026
Trivium Point Advisory, LLC History Added to 2,781 211 0.02% 0.02% 540 +366 15.16% Q4 2025 Jan 26, 2026
Main Street Financial Solutions, LLC History Reduced 2,771 211 0.02% 0.02% 539 -278 -9.12% Q4 2025 Feb 17, 2026
HARMONY ASSET MANAGEMENT LLC History Added to 2,779 211 0.07% 0.09% 541 +154 5.87% Q4 2025 Feb 06, 2026
Broussard Financial Group LLC History New 2,752 209 0.17% — 542 +2,752 New Q4 2025 Feb 02, 2026
SB Capital Management Inc History New 2,730 208 0.08% — 543 +2,730 New Q4 2025 Feb 20, 2026
Kagan Cocozza Asset Management History Reduced 2,740 208 0.15% 0.21% 544 -70 -2.49% Q4 2025 Jan 23, 2026
BAKER BOYER NATIONAL BANK History New 2,722 207 0.06% — 545 +2,722 New Q4 2025 Feb 03, 2026
Palatine Hill Wealth Management, LLC History New 2,704 206 0.17% — 547 +2,704 New Q4 2025 Feb 10, 2026
Cobblestone Asset Management LLC History No change 2,704 206 0.09% 0.12% 546 0 0.0% Q4 2025 Jan 15, 2026
Atlas Brown,Inc. History Added to 2,653 202 0.06% 0.07% 548 +200 8.15% Q4 2025 Jan 09, 2026
Triad Wealth Partners, LLC History New 2,638 201 0.02% — 549 +2,638 New Q4 2025 Jan 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 2,625 200 0.01% 0.02% 550 +305 13.15% Q4 2025 Feb 09, 2026
KKM Financial LLC History No change 2,625 200 0.04% 0.08% 551 0 0.0% Q4 2025 Feb 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 2,492 189 0.0% — 552 +2,492 New Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 2,415 184 0.05% 0.06% 553 +25 1.05% Q4 2025 Jan 23, 2026
Strategic Advocates LLC History Added to 2,356 180 0.05% 0.06% 554 +10 0.43% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History No change 2,242 170 0.0% 0.0% 555 0 0.0% Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History No change 2,219 169 0.04% 0.05% 556 0 0.0% Q4 2025 Jan 05, 2026
Noble Wealth Management PBC History Added to 2,085 158 0.08% 0.05% 557 +1,115 114.95% Q4 2025 Jan 05, 2026
United Financial Planning Group LLC History Reduced 2,074 158 0.1% 0.14% 558 -111 -5.08% Q4 2025 Feb 11, 2026
Lodestone Wealth Management LLC History New 2,072 157 0.06% — 560 +2,072 New Q4 2025 Jan 15, 2026
DV Trading LLC History New 2,062 157 0.0% — 559 +2,062 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 2,020 153 0.01% 0.0% 561 +1,926 2048.94% Q4 2025 Feb 10, 2026
Silicon Valley Capital Partners History Added to 1,955 149 0.01% 0.02% 562 +205 11.71% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,780 143 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Added to 1,857 141 0.0% 0.0% 564 +582 45.65% Q4 2025 Feb 13, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,830 139 0.03% 0.05% 565 +91 5.23% Q4 2025 Feb 27, 2026
Hills Bank & Trust Co History Added to 1,785 136 0.01% 0.01% 566 +189 11.84% Q4 2025 Feb 05, 2026
Hilton Head Capital Partners, LLC History New 1,718 130 0.08% — 567 +1,718 New Q4 2025 Feb 11, 2026
Plante Moran Financial Advisors, LLC History No change 1,497 114 0.01% 0.01% 568 0 0.0% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,483 113 0.0% 0.0% 569 0 0.0% Q4 2025 Jan 07, 2026
ORG Partners LLC History No change 1,452 110 0.02% 0.03% 570 0 0.0% Q4 2025 Jan 14, 2026
SIGNATUREFD, LLC History Added to 1,435 109 0.0% 0.0% 571 +46 3.31% Q4 2025 Jan 20, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 1,290 98 0.02% 0.01% 572 +650 101.56% Q4 2025 Feb 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 1,272 96 0.21% 0.26% 573 0 0.0% Q4 2025 Feb 13, 2026
North Ridge Wealth Advisors, Inc. History Reduced 1,220 93 0.05% 0.08% 574 -131 -9.7% Q4 2025 Feb 13, 2026
Basepoint Wealth LLC History New 1,212 92 0.06% — 575 +1,212 New Q4 2025 Feb 10, 2026
Atlantic Private Wealth, LLC History No change 1,201 91 0.06% 0.08% 576 0 0.0% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History Added to 1,174 89 0.01% 0.01% 577 +30 2.62% Q4 2025 Jan 23, 2026
COMERICA BANK History New 1,106 84 0.0% — 578 +1,106 New Q4 2025 Jan 29, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 935 71 0.08% 0.11% 579 0 0.0% Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 887 67 0.02% 0.09% 580 +440 98.43% Q4 2025 Jan 20, 2026
Turim 21 Investimentos Ltda. History No change 877 66 0.03% 0.03% 581 0 0.0% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History Added to 830 63 0.0% 0.0% 582 +13 1.59% Q4 2025 Feb 13, 2026
Aspect Partners, LLC History No change 810 61 0.03% 0.04% 583 0 0.0% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History No change 779 59 0.01% 0.01% 584 0 0.0% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History New 766 58 0.0% — 585 +766 New Q4 2025 Feb 17, 2026
Wealth Preservation Advisors, LLC History Added to 758 57 0.03% 0.04% 586 +121 19.0% Q4 2025 Feb 23, 2026
Asset Planning,Inc History No change 750 57 0.04% 0.05% 587 0 0.0% Q4 2025 Feb 03, 2026
Canton Hathaway, LLC History Added to 715 54 0.01% 0.01% 588 +65 10.0% Q4 2025 Jan 21, 2026
Perkins Coie Trust Co History No change 680 51 0.01% 0.01% 589 0 0.0% Q4 2025 Jan 12, 2026
Hurley Capital, LLC History No change 670 51 0.03% 0.04% 590 0 0.0% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History Added to 647 49 0.01% 0.0% 591 +451 230.1% Q4 2025 Jan 28, 2026
Physician Wealth Advisors, Inc. History Added to 646 49 0.01% 0.01% 592 +17 2.7% Q4 2025 Jan 29, 2026
Wilkerson Advisory Group LLC History New 593 45 0.02% — 593 +593 New Q4 2025 Feb 13, 2026
CURIO WEALTH, LLC History New 579 44 0.02% — 594 +579 New Q4 2025 Feb 11, 2026
Coston, McIsaac & Partners History Reduced 575 43 0.01% 0.3% 597 -12,067 -95.45% Q4 2025 Feb 03, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 567 43 0.0% — 595 +564 18800.0% Q4 2025 Feb 09, 2026
Newbridge Financial Services Group, Inc. History Added to 573 43 0.01% 0.01% 596 +14 2.5% Q4 2025 Jan 21, 2026
Richard W. Paul & Associates, LLC History No change 533 40 0.01% 0.02% 598 0 0.0% Q4 2025 Feb 12, 2026
Principia Wealth Advisory, LLC History Added to 518 39 0.02% 0.01% 599 +394 317.74% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 439 33 0.0% — 600 +439 New Q4 2025 Feb 17, 2026
Activest Wealth Management History Added to 443 33 0.01% 0.01% 601 +80 22.04% Q4 2025 Jan 30, 2026
Strategic Wealth Advisors LLC History New 430 32 0.03% — 603 +430 New Q4 2025 Feb 03, 2026
Sound Income Strategies, LLC History Reduced 394 32 0.0% 0.0% 602 -131 -24.95% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 401 30 0.03% 0.04% 604 +5 1.26% Q4 2025 Feb 13, 2026
Avalon Trust Co History Added to 390 29 0.0% 0.0% 605 +140 56.0% Q4 2025 Feb 09, 2026
Stephens Consulting, LLC History No change 350 26 0.01% 0.01% 606 0 0.0% Q4 2025 Jan 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History New 337 25 0.0% — 607 +337 New Q4 2025 Jan 13, 2026
New Millennium Group LLC History Reduced 337 25 0.01% 0.02% 608 -166 -33.0% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 320 24 0.01% — 610 +320 New Q4 2025 Feb 09, 2026
FINANCIAL CONSULATE, INC History No change 322 24 0.0% 0.0% 609 0 0.0% Q4 2025 Jan 22, 2026
Cordant, Inc. History No change 315 24 0.01% 0.01% 611 0 0.0% Q4 2025 Jan 12, 2026
SageView Advisory Group, LLC History New 305 23 0.0% — 612 +305 New Q4 2025 Feb 17, 2026
Anfield Capital Management, LLC History No change 300 22 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 03, 2026
CrossGen Wealth, LLC History New 275 20 0.02% — 615 +275 New Q4 2025 Feb 19, 2026
Bogart Wealth, LLC History New 265 20 0.0% — 614 +265 New Q4 2025 Jan 30, 2026
Ankerstar Wealth, LLC History New 247 18 0.02% — 617 +247 New Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History No change 240 18 0.0% 0.0% 616 0 0.0% Q4 2025 Jan 21, 2026
Investors Portfolio Services LLC History New 226 17 0.02% — 619 +226 New Q4 2025 Feb 09, 2026
COUNTRY TRUST BANK History Added to 231 17 0.0% 0.0% 618 +33 16.67% Q4 2025 Jan 21, 2026
Main Management LLC History Reduced 208 16 0.0% 0.0% 620 -11 -5.02% Q4 2025 Feb 10, 2026
CKW FINANCIAL GROUP History Added to 202 15 0.0% 0.0% 621 +64 46.38% Q4 2025 Jan 26, 2026
Clearstead Trust, LLC History No change 180 13 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Reduced 159 12 0.0% 0.0% 623 -200 -55.71% Q4 2025 Feb 09, 2026
BIRCHBROOK, INC. History Added to 165 12 0.01% 0.01% 624 +35 26.92% Q4 2025 Feb 04, 2026
HighMark Wealth Management LLC History Added to 147 11 0.0% 0.0% 625 +27 22.5% Q4 2025 Feb 05, 2026
TFC Financial Management, Inc. History No change 150 11 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 23, 2026
SOA Wealth Advisors, LLC. History No change 145 11 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 20, 2026
ATWOOD & PALMER INC History No change 125 9 0.0% 0.0% 628 0 0.0% Q4 2025 Jan 28, 2026
UBS Group AG History New 108 8 0.0% — 630 +108 New Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 105 8 0.0% — 629 +100 2000.0% Q4 2025 Feb 02, 2026
Sachetta, LLC History No change 116 8 0.0% 0.0% 631 0 0.0% Q4 2025 Feb 02, 2026
Nova Wealth Management, Inc. History No change 115 8 0.01% 0.01% 632 0 0.0% Q4 2025 Jan 14, 2026
Raleigh Capital Management Inc. History New 103 7 0.0% — 633 +103 New Q4 2025 Jan 21, 2026
Elyxium Wealth, LLC History New 100 7 0.0% — 634 +100 New Q4 2025 Feb 05, 2026
High Point Wealth Management, LLC History New 81 6 0.01% — 638 +81 New Q4 2025 Jan 29, 2026
GHP Investment Advisors, Inc. History Added to 82 6 0.0% 0.0% 636 +16 24.24% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Reduced 84 6 0.0% 0.0% 635 -9 -9.68% Q4 2025 Jan 23, 2026
Glassman Wealth Services History No change 81 6 0.0% 0.0% 637 0 0.0% Q4 2025 Jan 28, 2026
CNB Bank History No change 68 5 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 58 4 0.0% — 640 +57 5700.0% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 56 4 0.0% — 642 +56 New Q4 2025 Jan 26, 2026
Financial Freedom, LLC History No change 57 4 0.0% 0.0% 641 0 0.0% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 45 3 0.0% — 644 +45 New Q4 2025 Jan 30, 2026
FMR LLC History No change 46 3 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 33 2 0.0% — 646 +33 New Q4 2025 Feb 12, 2026
Dougherty Wealth Advisers LLC History New 33 2 0.0% — 648 +33 New Q4 2025 Jan 29, 2026
BESSEMER GROUP INC History New 22 2 0.0% — 645 +22 New Q4 2025 Feb 05, 2026
VISION FINANCIAL MARKETS LLC History No change 35 2 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 22, 2026
Geneos Wealth Management Inc. History No change 30 2 0.0% 0.0% 649 0 0.0% Q4 2025 Jan 28, 2026
Archer Investment Corp History Reduced 22 1 0.0% 0.02% 650 -768 -97.22% Q4 2025 Jan 30, 2026
Copia Wealth Management History Reduced 16 1 0.0% 0.01% 657 -86 -84.31% Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History New 24 1 0.0% — 656 +24 New Q4 2025 Feb 06, 2026
DecisionPoint Financial, LLC History New 20 1 0.0% — 654 +20 New Q4 2025 Jan 29, 2026
Quattro Advisors LLC History New 18 1 0.0% — 660 +18 New Q4 2025 Feb 13, 2026
Networth Advisors, LLC History New 15 1 0.0% — 658 +15 New Q4 2025 Jan 22, 2026
Valued Wealth Advisors LLC History Reduced 15 1 0.0% 0.0% 655 -5 -25.0% Q4 2025 Jan 30, 2026
Concord Wealth Partners History No change 17 1 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 29, 2026
WOLFF WIESE MAGANA LLC History No change 16 1 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 14, 2026
POM Investment Strategies, LLC History No change 22 1 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 17, 2026
Clark Wealth Partners History No change 15 1 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 04, 2026
Trans-Canada Capital Inc. History Closed out 0 0 — 4.69% — -772,842 -100.0% Q3 2025 Nov 10, 2025
IMC-Chicago, LLC History Closed out 0 0 — 0.02% — -554,970 -100.0% Q3 2025 Nov 04, 2025
HBK INVESTMENTS L P History Closed out 0 0 — 0.36% — -331,272 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 — 0.07% — -326,626 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.01% — -200,251 -100.0% Q3 2025 Nov 12, 2025
GUARDIAN POINT CAPITAL, LP History Closed out 0 0 — 7.68% — -200,000 -100.0% Q3 2025 Nov 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 1.05% — -165,695 -100.0% Q3 2025 Nov 13, 2025
Logan Stone Capital, LLC History Closed out 0 0 — 6.8% — -149,992 -100.0% Q3 2025 Nov 14, 2025
Hunting Hill Global Capital, LLC History Closed out 0 0 — 4.01% — -144,250 -100.0% Q3 2025 Nov 14, 2025
SYMMETRY PEAK MANAGEMENT LLC History Closed out 0 0 — 2.7% — -125,800 -100.0% Q3 2025 Nov 14, 2025
Newtyn Management, LLC History Closed out 0 0 — 1.19% — -97,200 -100.0% Q3 2025 Nov 14, 2025
Integrated Advisors Network LLC History Closed out 0 0 — 0.25% — -58,763 -100.0% Q3 2025 Nov 12, 2025
Virtu Financial LLC History Closed out 0 0 — 0.27% — -48,136 -100.0% Q3 2025 Nov 14, 2025
Advisors Capital Management, LLC History Closed out 0 0 — 0.05% — -37,182 -100.0% Q3 2025 Nov 07, 2025
Howard Capital Management Inc. History Closed out 0 0 — 0.05% — -34,786 -100.0% Q3 2025 Nov 04, 2025
Exit Wealth Advisors, LLC. History Closed out 0 0 — 2.26% — -33,890 -100.0% Q3 2025 Nov 14, 2025
O'Neil Global Advisors, Inc. History Closed out 0 0 — 0.6% — -32,813 -100.0% Q3 2025 Nov 10, 2025
EQUITABLE TRUST CO History Closed out 0 0 — 0.11% — -23,762 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -11,693 -100.0% Q3 2025 Oct 14, 2025
Glaxis Capital Management, LLC History Closed out 0 0 — 1.66% — -10,000 -100.0% Q3 2025 Nov 07, 2025
ACCESS FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.35% — -9,821 -100.0% Q3 2025 Oct 20, 2025
Financial Sense Advisors, Inc. History Closed out 0 0 — 0.16% — -9,540 -100.0% Q3 2025 Nov 14, 2025
Diligent Investors, LLC History Closed out 0 0 — 0.17% — -6,594 -100.0% Q3 2025 Nov 14, 2025
Vantage Point Financial LLC History Closed out 0 0 — 0.25% — -6,440 -100.0% Q3 2025 Oct 24, 2025
Panoramic Capital, LLC History Closed out 0 0 — 0.27% — -6,000 -100.0% Q3 2025 Nov 14, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.24% — -4,839 -100.0% Q3 2025 Oct 27, 2025
Omega Financial Group, LLC History Closed out 0 0 — 0.16% — -4,824 -100.0% Q3 2025 Nov 12, 2025
Valmark Advisers, Inc. History Closed out 0 0 — 0.01% — -4,780 -100.0% Q3 2025 Oct 24, 2025
Geneva Partners, LLC History Closed out 0 0 — 0.17% — -4,741 -100.0% Q3 2025 Nov 12, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.01% — -4,685 -100.0% Q3 2025 Nov 05, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.03% — -4,304 -100.0% Q3 2025 Nov 12, 2025
EPG Wealth Management LLC History Closed out 0 0 — 0.1% — -3,770 -100.0% Q3 2025 Nov 03, 2025
Hobbs Group Advisors, LLC History Closed out 0 0 — 0.11% — -3,500 -100.0% Q3 2025 Nov 13, 2025
TOTAL INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.04% — -3,316 -100.0% Q3 2025 Nov 13, 2025
Verdence Capital Advisors LLC History Closed out 0 0 — 0.02% — -3,306 -100.0% Q3 2025 Oct 29, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.07% — -3,221 -100.0% Q3 2025 Oct 22, 2025
NAVELLIER & ASSOCIATES INC History Closed out 0 0 — 0.03% — -3,213 -100.0% Q3 2025 Nov 06, 2025
INVESCO, LLC History Closed out 0 0 — 0.1% — -3,083 -100.0% Q3 2025 Oct 21, 2025
WBH ADVISORY INC History Closed out 0 0 — 0.02% — -2,973 -100.0% Q3 2025 Oct 30, 2025
JT Stratford LLC History Closed out 0 0 — 0.04% — -2,951 -100.0% Q3 2025 Nov 12, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.02% — -2,776 -100.0% Q3 2025 Nov 05, 2025
Financial Engines Advisors L.L.C. History Closed out 0 0 — 0.0% — -2,695 -100.0% Q3 2025 Nov 17, 2025
Covenant Asset Management, LLC History Closed out 0 0 — 0.03% — -2,628 -100.0% Q3 2025 Oct 30, 2025
Kera Capital Partners, Inc. History Closed out 0 0 — 0.04% — -2,625 -100.0% Q3 2025 Oct 27, 2025
Strategic Blueprint, LLC History Closed out 0 0 — 0.01% — -2,616 -100.0% Q3 2025 Oct 23, 2025
Fairvoy Private Wealth, LLC History Closed out 0 0 — 0.06% — -2,591 -100.0% Q3 2025 Oct 10, 2025
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -2,588 -100.0% Q3 2025 Nov 13, 2025
Narus Financial Partners, LLC History Closed out 0 0 — 0.07% — -2,580 -100.0% Q3 2025 Feb 09, 2026
Cutler Capital Management, LLC History Closed out 0 0 — 0.08% — -2,555 -100.0% Q3 2025 Nov 14, 2025
Regency Capital Management Inc.\DE History Closed out 0 0 — 0.12% — -2,550 -100.0% Q3 2025 Oct 21, 2025
Dynamic Advisor Solutions LLC History Closed out 0 0 — 0.01% — -2,505 -100.0% Q3 2025 Oct 09, 2025
SAX WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -2,500 -100.0% Q3 2025 Oct 20, 2025
Guardian Partners Inc. History Closed out 0 0 — 0.02% — -2,498 -100.0% Q3 2025 Nov 13, 2025
Mill Creek Capital Advisors, LLC History Closed out 0 0 — 0.01% — -2,484 -100.0% Q3 2025 Nov 12, 2025
TRUE Private Wealth Advisors History Closed out 0 0 — 0.02% — -2,456 -100.0% Q3 2025 Nov 14, 2025
TFB Advisors LLC History Closed out 0 0 — 0.07% — -2,418 -100.0% Q3 2025 Nov 04, 2025
SMI Advisory Services, LLC History Closed out 0 0 — 0.05% — -2,390 -100.0% Q3 2025 Oct 06, 2025
BSW Wealth Partners History Closed out 0 0 — 0.03% — -2,378 -100.0% Q3 2025 Oct 15, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -2,361 -100.0% Q3 2025 Nov 19, 2025
Helium Advisors LLC History Closed out 0 0 — 0.2% — -2,360 -100.0% Q3 2025 Nov 13, 2025
NICOLET ADVISORY SERVICES, LLC History Closed out 0 0 — 0.02% — -2,350 -100.0% Q3 2025 Nov 13, 2025
Aspiring Ventures, LLC History Closed out 0 0 — 0.08% — -2,331 -100.0% Q3 2025 Nov 07, 2025
Berkeley Capital Partners, LLC History Closed out 0 0 — 0.05% — -2,324 -100.0% Q3 2025 Nov 10, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -2,320 -100.0% Q3 2025 Nov 12, 2025
Magnus Financial Group LLC History Closed out 0 0 — 0.02% — -2,320 -100.0% Q3 2025 Oct 28, 2025
Conservest Capital Advisors, Inc. History Closed out 0 0 — 0.02% — -2,295 -100.0% Q3 2025 Nov 17, 2025
Fermata Advisors, LLC History Closed out 0 0 — 0.06% — -2,283 -100.0% Q3 2025 Oct 09, 2025
Gutierrez Wealth Advisory, LLC History Closed out 0 0 — 0.14% — -2,256 -100.0% Q3 2025 Nov 12, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -2,254 -100.0% Q3 2025 Oct 31, 2025
ELEVATUS WELATH MANAGEMENT History Closed out 0 0 — 0.06% — -2,217 -100.0% Q3 2025 Nov 13, 2025
Neuberger Berman Group LLC History Closed out 0 0 — 0.0% — -2,215 -100.0% Q3 2025 Nov 12, 2025
CAPITAL ADVISORS INC/OK History Closed out 0 0 — 0.0% — -2,211 -100.0% Q3 2025 Oct 21, 2025
Dynamic Financial Group History Closed out 0 0 — 0.19% — -2,183 -100.0% Q3 2025 Oct 28, 2025
Austin Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,182 -100.0% Q3 2025 Nov 05, 2025
ENTREWEALTH, LLC History Closed out 0 0 — 0.11% — -2,182 -100.0% Q3 2025 Nov 12, 2025
Retirement Planning Group, LLC History Closed out 0 0 — 0.01% — -2,172 -100.0% Q3 2025 Oct 27, 2025
Tyche Wealth Partners LLC History Closed out 0 0 — 0.04% — -2,141 -100.0% Q3 2025 Nov 04, 2025
RWA WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -2,140 -100.0% Q3 2025 Nov 10, 2025
PFG Investments, LLC History Closed out 0 0 — 0.01% — -2,106 -100.0% Q3 2025 Oct 31, 2025
RS CRUM INC. History Closed out 0 0 — 0.05% — -2,100 -100.0% Q3 2025 Nov 12, 2025
Cypress Wealth Services, LLC History Closed out 0 0 — 0.03% — -2,095 -100.0% Q3 2025 Oct 15, 2025
NICOLET BANKSHARES INC History Closed out 0 0 — 0.03% — -2,076 -100.0% Q3 2025 Nov 13, 2025
Massachusetts Wealth Management History Closed out 0 0 — 0.1% — -2,067 -100.0% Q3 2025 Oct 21, 2025
PINNACLE ASSOCIATES LTD History Closed out 0 0 — 0.0% — -2,050 -100.0% Q3 2025 Nov 13, 2025
Cooper Financial Group History Closed out 0 0 — 0.02% — -2,044 -100.0% Q3 2025 Oct 07, 2025
Stratos Wealth Partners, LTD. History Closed out 0 0 — 0.0% — -2,029 -100.0% Q3 2025 Nov 06, 2025
GREENLEAF TRUST History Closed out 0 0 — 0.0% — -2,020 -100.0% Q3 2025 Oct 22, 2025
LJI Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,009 -100.0% Q3 2025 Oct 29, 2025
FLPUTNAM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.0% — -2,007 -100.0% Q3 2025 Oct 10, 2025
New Harbor Financial Group, LLC History Closed out 0 0 — 0.04% — -2,006 -100.0% Q3 2025 Nov 07, 2025
SeaCrest Wealth Management, LLC History Closed out 0 0 — 0.02% — -1,961 -100.0% Q3 2025 Nov 13, 2025
COREPATH WEALTH PARTNERS LLC History Closed out 0 0 — 0.15% — -1,877 -100.0% Q3 2025 Nov 10, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.05% — -1,623 -100.0% Q3 2025 Nov 13, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -1,518 -100.0% Q3 2025 Nov 14, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.01% — -1,440 -100.0% Q3 2025 Nov 13, 2025
HICKS CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.19% — -1,200 -100.0% Q3 2025 Nov 03, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.08% — -1,000 -100.0% Q3 2025 Oct 07, 2025
Capital Analysts, LLC History Closed out 0 0 — 0.0% — -920 -100.0% Q3 2025 Nov 14, 2025
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.03% — -751 -100.0% Q3 2025 Nov 14, 2025
Clarity Asset Management, Inc. History Closed out 0 0 — 0.04% — -666 -100.0% Q3 2025 Oct 27, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.03% — -665 -100.0% Q3 2025 Jan 12, 2026
Cedar Wealth Management, LLC History Closed out 0 0 — 0.02% — -616 -100.0% Q3 2025 Nov 12, 2025
TRUST CO OF VERMONT History Closed out 0 0 — 0.0% — -600 -100.0% Q3 2025 Oct 14, 2025
Rockefeller Capital Management L.P. History Closed out 0 0 — 0.0% — -532 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -328 -100.0% Q3 2025 Oct 21, 2025
Barnes Dennig Private Wealth Management LLC History Closed out 0 0 — 0.03% — -305 -100.0% Q3 2025 Oct 23, 2025
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.02% — -301 -100.0% Q3 2025 Nov 17, 2025
Finley Financial, LLC History Closed out 0 0 — 0.01% — -235 -100.0% Q3 2025 Oct 23, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -146 -100.0% Q3 2025 Nov 06, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -126 -100.0% Q3 2025 Nov 03, 2025
Rossby Financial, LCC History Closed out 0 0 — 0.0% — -57 -100.0% Q3 2025 Nov 10, 2025
Your Advocates Ltd., LLP History Reduced 6 0 — 0.0% — -29 -82.86% Q4 2025 Feb 02, 2026
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 14, 2025
Tower Research Capital LLC (TRC) History Reduced 1 0 — 0.0% — -17 -94.44% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2025 Nov 13, 2025
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2025 Oct 27, 2025
SWAN Capital LLC History Reduced 5 0 — — — -5 -50.0% Q4 2025 Feb 12, 2026
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 05, 2025
TD Capital Management LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 26, 2026
TSFG, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Frazier Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Fourth Dimension Wealth, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 04, 2026
Kilter Group LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Jan 07, 2026