iSHARES TRUST - FLOT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
BANK OF AMERICA CORP /DE/ History Added to 8,850,221 450,122 0.03% 0.03% 1 +1,049 0.01% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 6,136,314 312,092 0.02% 0.02% 2 +71,189 1.17% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 5,453,861 277,383 0.04% 0.03% 3 +432,264 8.61% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 4,166,797 211,923 0.06% 0.07% 4 -407,024 -8.9% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 3,254,227 165,509 0.03% 0.03% 5 +31,384 0.97% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 3,133,476 159,368 1.37% 1.38% 6 +55,725 1.81% Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Added to 3,046,357 154,937 0.04% 0.04% 7 +66,182 2.22% Q4 2025 Feb 11, 2026
Glenview Trust Co History Added to 2,913,609 148,186 2.29% 2.23% 8 +156,189 5.66% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Reduced 2,631,717 133,849 0.0% 0.0% 9 -296,964 -10.14% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 2,304,553 117,209 0.02% 0.02% 10 -62,715 -2.65% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 2,064,026 104,973 0.02% 0.02% 11 +72,805 3.66% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,010,861 102,273 0.02% — 12 +2,010,861 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 1,918,655 97,582 0.2% 0.2% 13 +78,665 4.28% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,798,640 91,478 0.05% 0.06% 14 -185,152 -9.33% Q4 2025 Feb 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 1,726,768 87,823 1.28% 1.23% 15 +111,966 6.93% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Added to 1,453,519 73,925 0.39% 0.38% 16 +73,015 5.29% Q4 2025 Jan 12, 2026
HARTLINE INVESTMENT CORP/ History Added to 1,418,087 72,123 7.8% 6.14% 17 +258,845 22.33% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 1,291,789 65,700 0.0% 0.0% 18 +97,151 8.13% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,291,024 65,661 0.02% 0.02% 19 +106,006 8.95% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,255,385 63,848 0.02% 0.02% 20 -213,519 -14.54% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 1,105,485 56,224 0.31% 0.28% 21 +149,189 15.6% Q4 2025 Feb 12, 2026
Kensington Asset Management, LLC History No change 1,089,966 55,402 2.86% 3.34% 22 0 0.0% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Reduced 1,072,500 54,547 0.06% 0.07% 23 -59,760 -5.28% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 1,023,988 52,080 3.29% 3.15% 24 +73,691 7.75% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 1,015,112 51,628 0.07% 0.07% 25 -16,799 -1.63% Q4 2025 Feb 02, 2026
1832 Asset Management L.P. History Added to 792,972 40,330 0.03% 0.03% 26 +6,589 0.84% Q4 2025 Feb 13, 2026
BARINGS LLC History No change 780,000 39,670 0.73% 0.76% 27 0 0.0% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 768,796 39,101 0.06% 0.06% 28 -121,710 -13.67% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 767,944 39,057 2.31% 2.25% 29 +1,129 0.15% Q4 2025 Jan 29, 2026
Demars Financial Group, LLC History Reduced 716,465 36,439 12.2% 13.19% 30 -28,639 -3.84% Q4 2025 Jan 22, 2026
MCMORGAN & CO LLC History Added to 665,056 33,824 5.6% 4.41% 31 +104,881 18.72% Q4 2025 Feb 11, 2026
LJI Wealth Management, LLC History Added to 655,333 33,330 5.08% 4.51% 32 +149,124 29.46% Q4 2025 Feb 03, 2026
Destination Wealth Management History Added to 645,857 32,848 0.86% 0.78% 33 +94,174 17.07% Q4 2025 Feb 13, 2026
Financial Sense Advisors, Inc. History Reduced 617,613 31,411 5.74% 6.16% 34 -89,849 -12.7% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 598,555 30,442 0.03% 0.0% 35 +587,456 5292.87% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 569,589 28,969 0.08% 0.08% 36 +28,532 5.27% Q4 2025 Feb 05, 2026
Towercrest Capital Management History Added to 562,898 28,629 4.51% 4.57% 37 +5,183 0.93% Q4 2025 Jan 21, 2026
Occidental Asset Management, LLC History Reduced 556,476 28,302 3.4% 3.83% 38 -40,213 -6.74% Q4 2025 Jan 08, 2026
Walker Financial Services, Inc. History Added to 547,826 27,862 10.1% 8.73% 39 +108,406 24.67% Q4 2025 Jan 28, 2026
TriaGen Wealth Management LLC History Added to 489,463 24,894 6.44% 2.76% 40 +282,422 136.41% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Added to 481,727 24,500 0.03% 0.03% 41 +22,739 4.95% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Reduced 471,163 23,963 0.03% 0.03% 42 -90,365 -16.09% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 438,885 22,321 0.05% 0.06% 43 +16,584 3.93% Q4 2025 Feb 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 432,756 22,087 2.02% 2.02% 44 0 0.0% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 421,896 21,457 0.03% 0.03% 45 +12,406 3.03% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 418,269 21,273 0.13% 0.04% 46 +312,218 294.4% Q4 2025 Feb 17, 2026
LaFleur & Godfrey LLC History Added to 405,647 20,631 2.5% 2.39% 47 +19,468 5.04% Q4 2025 Feb 03, 2026
Diversified Portfolios, Inc. History Reduced 402,385 20,465 1.7% 2.07% 48 -56,021 -12.22% Q4 2025 Feb 09, 2026
Willis Johnson & Associates, Inc. History Reduced 399,829 20,335 1.25% 1.56% 49 -94,455 -19.11% Q4 2025 Jan 22, 2026
Modera Wealth Management, LLC History Reduced 388,938 19,781 0.23% 0.24% 50 -24,238 -5.87% Q4 2025 Jan 21, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 367,231 18,677 3.52% 0.16% 51 +350,700 2121.47% Q4 2025 Jan 28, 2026
GOLDMAN SACHS GROUP INC History Reduced 367,103 18,670 0.0% 0.0% 52 -16,732 -4.36% Q4 2025 Mar 25, 2026
Avior Wealth Management, LLC History Added to 362,408 18,432 0.57% 0.39% 53 +122,384 50.99% Q4 2025 Jan 06, 2026
Proficio Capital Partners LLC History Added to 351,442 17,874 1.25% 0.54% 54 +197,080 127.67% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 331,403 16,855 0.05% 0.05% 55 -6,109 -1.81% Q4 2025 Jan 26, 2026
Mariner, LLC History Added to 316,070 16,075 0.02% 0.02% 56 +6,824 2.21% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 308,843 15,707 0.11% 0.12% 57 -5,700 -1.81% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 308,640 15,697 0.01% 0.01% 58 +7,409 2.46% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 302,244 15,372 0.03% 0.03% 59 -8,763 -2.82% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 301,123 15,315 0.29% 0.29% 60 +24,202 8.74% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Reduced 300,178 15,267 0.42% 0.46% 61 -19,864 -6.21% Q4 2025 Jan 30, 2026
Kestra Advisory Services, LLC History Added to 279,928 14,237 0.06% 0.04% 62 +100,192 55.74% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Added to 276,233 14,049 3.08% 3.09% 63 +4,171 1.53% Q4 2025 Jan 21, 2026
Florida Trust Wealth Management Co History Reduced 275,454 14,009 0.39% 0.48% 64 -57,261 -17.21% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Added to 270,291 13,747 0.11% 0.05% 65 +163,030 151.99% Q4 2025 Jan 26, 2026
Colonial Trust Advisors History Reduced 265,891 13,523 1.02% 1.11% 66 -16,488 -5.84% Q4 2025 Feb 12, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 261,316 13,290 3.75% 3.49% 67 +27,202 11.62% Q4 2025 Jan 23, 2026
Cascade Wealth Advisors, Inc History Added to 252,341 12,874 5.94% 6.19% 68 +5,631 2.28% Q4 2025 Feb 04, 2026
Turning Point Benefit Group, Inc. History Added to 249,321 12,680 6.62% 5.48% 69 +70,901 39.74% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Added to 244,883 12,454 0.59% 0.3% 70 +136,028 124.96% Q4 2025 Jan 12, 2026
Rezny Wealth Management, Inc. History Reduced 231,953 11,797 2.38% 2.77% 71 -28,268 -10.86% Q4 2025 Feb 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 229,117 11,652 0.64% 0.59% 72 +25,918 12.75% Q4 2025 Jan 13, 2026
Ifrah Financial Services, Inc. History Added to 220,906 11,235 2.89% 2.87% 73 +4,536 2.1% Q4 2025 Jan 22, 2026
Equitable Holdings, Inc. History Reduced 217,781 11,076 0.08% 0.09% 74 -28,127 -11.44% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 212,915 10,828 0.02% 0.01% 75 +68,329 47.26% Q4 2025 Mar 16, 2026
SCOTIA CAPITAL INC. History Reduced 205,341 10,443 0.04% 0.04% 76 -395 -0.19% Q4 2025 Feb 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 199,678 10,155 1.11% 0.85% 77 +46,639 30.48% Q4 2025 Jan 29, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 194,069 9,870 5.32% 5.12% 78 +19,399 11.11% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Added to 192,495 9,790 0.17% 0.16% 79 +11,514 6.36% Q4 2025 Jan 22, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 187,162 9,519 0.0% 0.01% 80 -54,277 -22.48% Q4 2025 Feb 10, 2026
Cadence Bank History Added to 186,973 9,509 0.56% 0.55% 81 +9,914 5.6% Q4 2025 Jan 30, 2026
Grey Ledge Advisors, LLC History Added to 186,476 9,484 2.14% 2.0% 82 +13,861 8.03% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 185,532 9,436 0.23% 0.24% 83 +7,603 4.27% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Reduced 184,816 9,399 0.09% 0.1% 84 -5,080 -2.68% Q4 2025 Feb 13, 2026
Piedmont Capital Management, LLC History Added to 182,569 9,285 4.74% 4.74% 85 +5,862 3.32% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 182,185 9,265 0.37% 0.35% 86 +20,550 12.71% Q4 2025 Jan 14, 2026
CreativeOne Wealth, LLC History Reduced 179,068 9,107 0.22% 0.23% 87 -2,182 -1.2% Q4 2025 Feb 13, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 177,457 9,025 2.65% 2.8% 88 +1,381 0.78% Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 171,526 8,723 0.01% 0.02% 89 -134,025 -43.86% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Added to 171,191 8,706 1.46% 1.44% 90 +7,930 4.86% Q4 2025 Jan 12, 2026
Windsor Capital Management, LLC History Reduced 168,728 8,581 2.37% 2.39% 91 -795 -0.47% Q4 2025 Jan 15, 2026
Single Point Partners, LLC History Added to 167,925 8,540 1.69% 1.63% 92 +10,711 6.81% Q4 2025 Jan 26, 2026
Penobscot Investment Management Company, Inc. History Added to 167,369 8,512 0.64% 0.56% 93 +25,160 17.69% Q4 2025 Jan 27, 2026
Prime Capital Investment Advisors, LLC History Added to 166,738 8,480 0.1% 0.11% 94 +1,812 1.1% Q4 2025 Jan 21, 2026
Orange Investment Advisors, Inc. History Reduced 163,882 8,335 0.92% 0.88% 95 -1,843 -1.11% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Added to 162,953 8,287 0.01% 0.01% 96 +50,396 44.77% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Reduced 160,139 8,145 0.86% 1.09% 97 -33,964 -17.5% Q4 2025 Feb 18, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 157,107 7,990 1.08% 0.07% 98 +147,760 1580.83% Q4 2025 Feb 12, 2026
WESCAP Management Group, Inc. History Reduced 155,142 7,890 1.6% 1.67% 99 -129 -0.08% Q4 2025 Feb 11, 2026
FC Advisory LLC History Added to 154,349 7,850 2.26% 2.22% 100 +5,926 3.99% Q4 2025 Jan 13, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 152,334 7,747 3.15% 2.9% 101 +15,714 11.5% Q4 2025 Feb 11, 2026
CIBC WORLD MARKET INC. History Added to 152,007 7,731 0.01% 0.01% 102 +58,349 62.3% Q4 2025 Feb 10, 2026
Royal Fund Management, LLC History Reduced 146,552 7,453 0.68% 1.93% 103 -170,176 -53.73% Q4 2025 Jan 15, 2026
Buska Wealth Management, LLC History Reduced 145,019 7,375 2.72% 2.94% 104 -46,753 -24.38% Q4 2025 Jan 22, 2026
COURIER CAPITAL LLC History Reduced 143,456 7,296 0.41% 0.43% 105 -3,793 -2.58% Q4 2025 Jan 29, 2026
Monetary Solutions, Ltd History New 141,971 7,220 7.11% — 106 +141,971 New Q4 2025 Feb 23, 2026
Stratos Wealth Partners, LTD. History Added to 141,418 7,192 0.08% 0.07% 107 +18,620 15.16% Q4 2025 Jan 20, 2026
OPPENHEIMER & CO INC History Added to 140,862 7,164 0.1% 0.09% 108 +297 0.21% Q4 2025 Feb 02, 2026
Forbes Financial Planning, Inc. History New 139,592 7,105 4.15% — 109 +139,592 New Q4 2025 Jan 26, 2026
Betterment LLC History Reduced 138,822 7,060 0.01% 0.02% 110 -70,798 -33.77% Q4 2025 Feb 12, 2026
Shira Ridge Wealth Management History Added to 138,733 7,055 2.83% 1.73% 111 +58,813 73.59% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Added to 138,733 7,055 0.21% 0.22% 112 +8,243 6.32% Q4 2025 Feb 19, 2026
Ocean Park Asset Management, LLC History Reduced 137,400 6,988 0.33% 0.79% 113 -236,600 -63.26% Q4 2025 Jan 15, 2026
GSA CAPITAL PARTNERS LLP History New 137,329 6,985 0.6% — 114 +137,329 New Q4 2025 Feb 06, 2026
Probity Advisors, Inc. History Added to 136,615 6,948 1.11% 1.1% 115 +3,779 2.84% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Added to 127,941 6,507 0.39% 0.34% 116 +3,720 2.99% Q4 2025 Feb 17, 2026
FCA CORP /TX History Added to 127,785 6,499 1.83% 1.72% 117 +6,716 5.55% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 127,210 6,469 0.78% 0.82% 119 -9,180 -6.73% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 127,187 6,469 0.08% 0.09% 118 -5,222 -3.94% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Added to 156,615 6,421 0.16% 0.14% 120 +15,176 10.73% Q4 2025 Feb 11, 2026
Nilsine Partners, LLC History Added to 125,445 6,380 0.55% 0.47% 121 +22,877 22.3% Q4 2025 Jan 15, 2026
Kesler, Norman & Wride, LLC History Reduced 124,280 6,320 1.08% 1.32% 122 -7,703 -5.84% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Reduced 123,346 6,273 0.84% 0.85% 123 -72 -0.06% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 122,549 6,232 0.08% 0.08% 124 +9,929 8.82% Q4 2025 Feb 10, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 122,165 6,213 1.44% 1.51% 125 -7,701 -5.93% Q4 2025 Feb 13, 2026
Haverford Trust Co History Reduced 121,141 6,161 0.05% 0.06% 126 -6,339 -4.97% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 120,618 6,134 0.1% 0.03% 127 +83,608 225.91% Q4 2025 Feb 03, 2026
Castle Rock Wealth Management, LLC History Reduced 119,178 6,065 1.31% 1.68% 128 -29,793 -20.0% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 118,321 6,017 0.12% 0.11% 129 +13,220 12.58% Q4 2025 Jan 14, 2026
Beirne Wealth Consulting Services, LLC History Added to 116,523 5,927 1.72% 1.36% 130 +5,816 5.25% Q4 2025 Jan 29, 2026
Callan Family Office, LLC History New 115,511 5,874 0.13% — 131 +115,511 New Q4 2025 Feb 12, 2026
Impact Capital Partners LLC History Reduced 114,260 5,811 1.72% 1.78% 132 -1,461 -1.26% Q4 2025 Jan 07, 2026
JT Stratford LLC History Reduced 111,599 5,675 0.73% 0.76% 133 -234 -0.21% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 109,715 5,580 0.21% 0.22% 134 +2,822 2.64% Q4 2025 Feb 06, 2026
RWA WEALTH PARTNERS, LLC History Reduced 106,901 5,436 0.06% 0.07% 135 -6,819 -6.0% Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 106,662 5,424 0.77% 1.04% 136 -34,660 -24.53% Q4 2025 Jan 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 105,555 5,368 0.0% 0.0% 137 +35,965 51.68% Q4 2025 Feb 11, 2026
Weaver Consulting Group History Reduced 104,416 5,310 1.3% 1.59% 138 -18,308 -14.92% Q4 2025 Feb 10, 2026
WorthPointe, LLC History Added to 103,955 5,287 1.39% 0.24% 139 +91,178 713.61% Q4 2025 Jan 26, 2026
BANK OF MONTREAL /CAN/ History Added to 103,187 5,248 0.0% 0.0% 140 +90,367 704.89% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Reduced 102,031 5,189 0.03% 0.04% 141 -23,701 -18.85% Q4 2025 Jan 26, 2026
KW WEALTH MANAGEMENT LLC History Added to 101,545 5,164 7.84% 7.31% 142 +17,586 20.95% Q4 2025 Feb 25, 2026
Advocacy Wealth Management, LLC History Reduced 101,164 5,145 0.22% 0.24% 143 -8,210 -7.51% Q4 2025 Feb 11, 2026
Regal Investment Advisors LLC History Added to 98,057 4,987 0.3% 0.31% 144 +4,483 4.79% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 96,270 4,896 0.01% 0.01% 145 -11,977 -11.06% Q4 2025 Feb 05, 2026
WHITE PINE CAPITAL LLC History Reduced 94,143 4,788 1.32% 1.4% 146 -1,229 -1.29% Q4 2025 Feb 09, 2026
Monument Capital Management History Reduced 93,040 4,732 1.18% 1.2% 147 -846 -0.9% Q4 2025 Jan 26, 2026
WealthTrust Asset Management, LLC History Reduced 92,372 4,698 3.28% 3.27% 148 -37 -0.04% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History Reduced 92,168 4,687 0.03% 0.03% 149 -5,880 -6.0% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 91,971 4,677 0.03% 0.03% 150 -8,852 -8.78% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Reduced 91,690 4,663 0.01% 0.01% 151 -3,075 -3.24% Q4 2025 Mar 09, 2026
Baring Financial LLC History Added to 90,700 4,613 2.81% 2.75% 152 +11,570 14.62% Q4 2025 Jan 07, 2026
Virtus Family Office LLC History Reduced 88,612 4,506 3.88% 4.76% 153 -11,038 -11.08% Q4 2025 Feb 03, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 87,540 4,452 0.23% 0.24% 154 -4,450 -4.84% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 87,486 4,449 0.02% 0.05% 155 -122,397 -58.32% Q4 2025 Feb 17, 2026
VICUS CAPITAL History Added to 87,119 4,430 0.33% 0.33% 156 +3,088 3.67% Q4 2025 Jan 22, 2026
ALESCO ADVISORS LLC History Reduced 86,477 4,398 0.11% 0.12% 157 -2,504 -2.81% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Added to 84,832 4,314 0.06% 0.06% 158 +1,997 2.41% Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 84,164 4,280 1.07% — 159 +84,164 New Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 83,864 4,265 0.01% 0.01% 160 +6,009 7.72% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 82,390 4,190 0.0% 0.0% 161 +12,954 18.66% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 81,974 4,169 0.02% 0.07% 162 -289,302 -77.92% Q4 2025 Jan 29, 2026
Weitzel Financial Services, Inc. History Reduced 81,725 4,156 1.61% 1.69% 163 -110 -0.13% Q4 2025 Feb 03, 2026
Scarborough Advisors, LLC History Reduced 81,438 4,141 0.7% 0.75% 164 -1,326 -1.6% Q4 2025 Feb 17, 2026
Crews Bank & Trust History Added to 80,422 4,090 0.59% 0.26% 165 +45,795 132.25% Q4 2025 Jan 21, 2026
Darden Wealth Group Inc History Added to 79,647 4,050 1.96% 2.08% 166 +1,928 2.48% Q4 2025 Feb 09, 2026
Insight Wealth Strategies, LLC History Added to 79,574 4,047 0.46% 0.45% 167 +4,836 6.47% Q4 2025 Jan 02, 2026
AlphaStar Capital Management, LLC History Added to 72,610 3,692 0.27% 0.11% 168 +47,866 193.44% Q4 2025 Feb 02, 2026
GUIDANCE CAPITAL, INC History Reduced 72,127 3,679 0.9% 1.46% 169 -37,500 -34.21% Q4 2025 Jan 23, 2026
Independent Solutions Wealth Management, LLC History Added to 71,336 3,628 0.67% 0.54% 170 +11,575 19.37% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Reduced 69,600 3,539 0.19% 0.21% 171 -3,950 -5.37% Q4 2025 Jan 20, 2026
Bleakley Financial Group, LLC History Reduced 68,776 3,497 0.06% 0.08% 172 -2,138 -3.01% Q4 2025 Feb 09, 2026
Powers Advisory Group, LLC History Added to 68,170 3,467 1.31% 0.68% 173 +34,795 104.25% Q4 2025 Jan 22, 2026
Elmwood Wealth Management, Inc. History Added to 67,709 3,443 1.09% 1.08% 174 +7,796 13.01% Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 67,557 3,435 0.04% 0.05% 175 +344 0.51% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 67,255 3,420 0.05% 0.05% 176 +454 0.68% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 65,767 3,344 0.04% 0.04% 177 +1,167 1.81% Q4 2025 Jan 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 65,536 3,333 0.25% 0.16% 178 +25,510 63.73% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 65,466 3,329 0.07% 0.04% 179 +32,575 99.04% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 65,183 3,315 0.12% 0.07% 180 +28,156 76.04% Q4 2025 Jan 21, 2026
D.A. DAVIDSON & CO. History Added to 65,017 3,306 0.02% 0.02% 181 +1,460 2.3% Q4 2025 Jan 29, 2026
Princeton Global Asset Management LLC History Added to 64,906 3,301 0.53% 0.53% 182 +1,895 3.01% Q4 2025 Jan 20, 2026
Brookwood Investment Group LLC History Added to 64,703 3,290 0.39% 0.2% 183 +33,813 109.46% Q4 2025 Jan 22, 2026
CIBC Private Wealth Group LLC History Reduced 64,506 3,280 0.01% 0.01% 184 -5,636 -8.04% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 64,299 3,271 0.0% 0.0% 185 +32,533 102.41% Q4 2025 Jan 08, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 64,123 3,261 0.91% 0.77% 186 +10,523 19.63% Q4 2025 Feb 02, 2026
THRYVE WEALTH MANAGEMENT LLC History New 63,967 3,253 1.61% — 187 +63,967 New Q4 2025 Feb 25, 2026
NorthRock Partners, LLC History Added to 63,887 3,249 0.05% 0.05% 188 +10,623 19.94% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 63,794 3,244 0.01% — 189 +63,794 New Q4 2025 Feb 05, 2026
Brookstone Capital Management History Reduced 62,796 3,193 0.04% 0.04% 190 -8,921 -12.44% Q4 2025 Jan 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 61,962 3,151 0.05% 0.06% 191 +9,270 17.59% Q4 2025 Feb 19, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 61,414 3,123 0.2% 0.23% 192 -4,452 -6.76% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 61,321 3,118 0.0% 0.0% 193 -79,832 -56.56% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History Added to 60,830 3,093 0.06% 0.07% 194 +4,257 7.52% Q4 2025 Feb 03, 2026
Wealthspire Retirement, LLC History Added to 57,434 2,921 0.18% 0.16% 195 +7,094 14.09% Q4 2025 Feb 18, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 56,926 2,895 0.18% 0.18% 196 +3,306 6.17% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Reduced 56,603 2,878 0.24% 0.25% 197 -3,164 -5.29% Q4 2025 Feb 13, 2026
ETF Store, Inc. History Reduced 56,385 2,867 2.92% 3.23% 198 -3,312 -5.55% Q4 2025 Jan 22, 2026
Glass Jacobson Investment Advisors llc History Reduced 56,150 2,855 1.03% 1.21% 199 -9,253 -14.15% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 56,080 2,852 0.0% 0.0% 200 -4,304 -7.13% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 55,816 2,838 0.06% 0.07% 201 +2,748 5.18% Q4 2025 Feb 13, 2026
Hardworking Capital Advisors, LLC History New 55,155 2,805 2.55% — 202 +55,155 New Q4 2025 Feb 12, 2026
WRAPMANAGER INC History Reduced 54,431 2,768 0.94% 0.88% 203 -1,729 -3.08% Q4 2025 Feb 06, 2026
Capital Asset Advisory Services LLC History Added to 53,857 2,740 0.11% 0.12% 204 +1,165 2.21% Q4 2025 Jan 09, 2026
Waverly Advisors, LLC History Reduced 53,486 2,720 0.02% 0.03% 205 -397 -0.74% Q4 2025 Feb 17, 2026
Blue Capital, Inc. History Reduced 52,989 2,695 1.92% 2.02% 206 -334 -0.63% Q4 2025 Feb 23, 2026
Orion Porfolio Solutions, LLC History Added to 52,408 2,665 0.02% 0.02% 207 +8,178 18.49% Q4 2025 Feb 12, 2026
PFG Advisors History Reduced 52,384 2,664 0.13% 0.11% 208 -837 -1.57% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 51,564 2,622 0.03% 0.03% 209 -5,977 -10.39% Q4 2025 Feb 13, 2026
Compass Financial Group, Inc. (Ohio) History New 49,735 2,529 1.85% — 210 +49,735 New Q4 2025 Mar 04, 2026
Destiny Wealth Partners, LLC History Reduced 49,255 2,512 0.29% 0.33% 211 -3,007 -5.75% Q4 2025 Feb 03, 2026
BEACON FINANCIAL GROUP History New 48,677 2,475 0.25% — 212 +48,677 New Q4 2025 Apr 01, 2026
Golden State Equity Partners History Added to 46,266 2,353 0.38% 0.36% 213 +4,162 9.89% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 45,658 2,322 0.06% 0.06% 214 -1 -0.0% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 45,111 2,293 0.1% 0.06% 215 +18,201 67.64% Q4 2025 Feb 12, 2026
Hudson Portfolio Management LLC History Reduced 45,062 2,291 1.97% 2.78% 216 -16,435 -26.72% Q4 2025 Feb 13, 2026
ARVEST INVESTMENTS, INC. History Added to 44,981 2,287 0.32% 0.22% 217 +14,418 47.17% Q4 2025 Jan 20, 2026
PARK AVENUE SECURITIES LLC History Added to 44,903 2,284 0.02% 0.02% 218 +3,718 9.03% Q4 2025 Jan 05, 2026
Advyzon Investment Management, LLC History Added to 44,876 2,282 0.26% 0.34% 219 +6,115 15.78% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 44,630 2,271 0.31% — 220 +44,630 New Q4 2025 Feb 17, 2026
Alpha Cubed Investments, LLC History Reduced 44,410 2,258 0.08% 0.08% 221 -3,182 -6.69% Q4 2025 Feb 03, 2026
TOEWS CORP /ADV History Reduced 44,228 2,249 0.33% 0.34% 222 -2,300 -4.94% Q4 2025 Jan 30, 2026
Independent Wealth Network Inc. History Reduced 43,462 2,210 0.68% 0.76% 223 -3,053 -6.56% Q4 2025 Jan 26, 2026
XY Planning Network, Inc. History New 41,926 2,132 0.37% — 224 +41,926 New Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History New 41,047 2,087 0.08% — 225 +41,047 New Q4 2025 Feb 09, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 40,364 2,048 0.02% 0.02% 226 +6,398 18.84% Q4 2025 Feb 10, 2026
CacheTech Inc. History Reduced 40,250 2,047 0.38% 0.51% 227 -9,616 -19.28% Q4 2025 Feb 18, 2026
Nutshell Asset Management Ltd History No change 40,026 2,035 0.73% 0.98% 228 0 0.0% Q4 2025 Feb 13, 2026
Bonfire Financial History Reduced 39,940 2,031 1.52% 1.61% 229 -1,212 -2.95% Q4 2025 Jan 27, 2026
SlateStone Wealth, LLC History Added to 39,440 2,006 0.17% 0.13% 230 +10,230 35.02% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 39,268 1,997 0.0% 0.0% 231 +5,510 16.32% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Added to 38,866 1,976 0.14% 0.14% 232 +612 1.6% Q4 2025 Feb 23, 2026
Bigelow Investment Advisors, LLC History Added to 38,773 1,971 0.77% 0.8% 233 +66 0.17% Q4 2025 Jan 28, 2026
Callahan Advisors, LLC History Added to 38,626 1,964 0.16% 0.17% 234 +6 0.02% Q4 2025 Feb 06, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 38,531 1,959 0.43% 0.43% 235 +1,615 4.37% Q4 2025 Jan 13, 2026
Oxinas Partners, LLC History Added to 37,471 1,905 0.92% 0.93% 236 +3,332 9.76% Q4 2025 Jan 26, 2026
Tempo Wealth, LLC History New 37,232 1,893 0.34% — 237 +37,232 New Q4 2025 Feb 25, 2026
Mutual Advisors, LLC History Added to 37,111 1,887 0.04% 0.04% 238 +3,295 9.74% Q4 2025 Feb 02, 2026
Stirlingshire Investments, Inc. History New 36,926 1,878 1.67% — 239 +36,926 New Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 36,796 1,871 0.0% 0.0% 240 -3,637 -9.0% Q4 2025 Feb 02, 2026
Independent Advisor Alliance History Reduced 36,759 1,869 0.05% 0.05% 241 -1,904 -4.92% Q4 2025 Feb 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 36,669 1,864 0.12% 0.12% 242 +2,554 7.49% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Reduced 36,643 1,863 0.02% 0.03% 243 -7,242 -16.5% Q4 2025 Feb 05, 2026
Ausdal Financial Partners, Inc. History Added to 36,645 1,863 0.09% 0.08% 244 +4,282 13.23% Q4 2025 Feb 13, 2026
Blue Fin Capital, Inc. History Added to 36,628 1,862 0.29% 0.26% 245 +4,063 12.48% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 36,569 1,859 0.01% — 246 +36,569 New Q4 2025 Feb 18, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 36,498 1,856 0.08% 0.09% 247 -5,326 -12.73% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 36,337 1,848 0.13% 0.09% 248 +14,752 68.34% Q4 2025 Feb 03, 2026
Cascade Financial Partners, LLC History Reduced 35,727 1,817 0.18% 0.23% 249 -3,492 -8.9% Q4 2025 Feb 06, 2026
Outlook Wealth Advisors, LLC History Reduced 35,465 1,803 0.41% 0.45% 250 -247 -0.69% Q4 2025 Feb 11, 2026
Adams Wealth Management History Reduced 34,809 1,770 0.38% 0.44% 251 -5,025 -12.61% Q4 2025 Feb 18, 2026
TRUE Private Wealth Advisors History Reduced 34,562 1,757 0.18% 0.19% 252 -1,581 -4.37% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Reduced 34,541 1,756 0.03% 0.04% 253 -4,149 -10.72% Q4 2025 Feb 06, 2026
HSBC HOLDINGS PLC History New 34,492 1,754 0.0% — 254 +34,492 New Q4 2025 Mar 20, 2026
Dynamic Advisor Solutions LLC History Reduced 33,981 1,728 0.06% 0.06% 255 -4,691 -12.13% Q4 2025 Jan 09, 2026
FIRST AMERICAN TRUST, FSB History Reduced 33,726 1,715 0.12% 0.14% 256 -5,344 -13.68% Q4 2025 Feb 11, 2026
ALLSTATE CORP History Added to 33,690 1,713 0.02% 0.03% 257 +6,777 25.18% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History Added to 33,415 1,699 0.06% 0.05% 258 +3,519 11.77% Q4 2025 Feb 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 33,375 1,697 0.05% 0.05% 259 0 0.0% Q4 2025 Jan 14, 2026
Cascades Capital Asset Management, LLC History Added to 33,161 1,686 0.71% 0.55% 260 +8,575 34.88% Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History Added to 32,949 1,675 0.13% 0.11% 261 +4,750 16.84% Q4 2025 Jan 29, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 32,749 1,665 0.06% 0.07% 262 -6,053 -15.6% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Added to 32,176 1,636 0.24% 0.2% 263 +5,861 22.27% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Added to 32,078 1,634 0.14% 0.14% 264 +1,874 6.2% Q4 2025 Jan 20, 2026
WEBSTER BANK, N. A. History Reduced 32,096 1,632 0.15% 0.17% 265 -2,870 -8.21% Q4 2025 Jan 23, 2026
NTV ASSET MANAGEMENT LLC History Reduced 31,521 1,603 0.17% 0.18% 266 -1,100 -3.37% Q4 2025 Jan 20, 2026
Belpointe Asset Management LLC History Reduced 30,911 1,572 0.06% 0.09% 267 -12,679 -29.09% Q4 2025 Jan 27, 2026
OBSIDIAN CIO, LLC History New 13,775 1,569 2.32% — 268 +13,775 New Q4 2025 Feb 18, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 30,753 1,564 0.55% 1.15% 269 -38,572 -55.64% Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Added to 30,609 1,556 0.09% 0.04% 270 +11,303 58.55% Q4 2025 Jan 30, 2026
FIDUCIARY TRUST CO History No change 30,537 1,553 0.02% 0.02% 271 0 0.0% Q4 2025 Feb 13, 2026
LCNB CORP History Added to 30,329 1,542 0.52% 0.12% 272 +23,875 369.93% Q4 2025 Feb 10, 2026
LANE BROTHERS & CO INC History New 30,103 1,531 1.11% — 273 +30,103 New Q4 2025 Mar 13, 2026
O'ROURKE & COMPANY, Inc History Added to 29,978 1,524 0.59% 0.49% 274 +6,868 29.72% Q4 2025 Jan 28, 2026
Bright Futures Wealth Management, LLC. History Added to 29,778 1,514 1.12% 1.13% 275 +1,369 4.82% Q4 2025 Feb 05, 2026
Jaffetilchin Investment Partners, LLC History Added to 29,742 1,512 0.09% 0.09% 276 +396 1.35% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 29,707 1,510 0.07% 0.08% 277 -417 -1.38% Q4 2025 Feb 04, 2026
Roundview Capital LLC History Reduced 29,612 1,506 0.09% 0.1% 278 -825 -2.71% Q4 2025 Feb 09, 2026
Impact Partnership Wealth, LLC History Added to 29,346 1,492 0.19% 0.21% 279 +1,681 6.08% Q4 2025 Feb 10, 2026
Cunning Capital Partners, LP History Reduced 29,000 1,475 0.68% 1.02% 280 -14,000 -32.56% Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 28,656 1,457 0.02% 0.03% 281 0 0.0% Q4 2025 Jan 28, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 28,388 1,443 0.05% 0.07% 282 -8,965 -24.0% Q4 2025 Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 28,315 1,440 0.0% 0.0% 283 -5,048 -15.13% Q4 2025 Feb 18, 2026
BLAIR WILLIAM & CO/IL History Reduced 28,044 1,426 0.0% 0.0% 284 -696 -2.42% Q4 2025 Feb 17, 2026
Octavia Wealth Advisors, LLC History Reduced 27,930 1,420 0.14% 0.14% 285 -401 -1.42% Q4 2025 Jan 23, 2026
1 NORTH WEALTH SERVICES LLC History Added to 27,669 1,407 0.5% 0.54% 286 +1,976 7.69% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 27,584 1,402 0.01% 0.01% 287 +4,904 21.62% Q4 2025 Feb 18, 2026
WCG Wealth Advisors LLC History Added to 27,440 1,395 0.04% 0.04% 288 +15,209 124.35% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Reduced 27,127 1,379 0.04% 0.07% 289 -17,973 -39.85% Q4 2025 Feb 13, 2026
Loudon Investment Management, LLC History Reduced 27,112 1,378 0.72% 0.86% 290 -5,210 -16.12% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 27,003 1,373 0.06% 0.06% 291 +948 3.64% Q4 2025 Feb 06, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 26,755 1,360 0.2% 0.19% 292 +1,916 7.71% Q4 2025 Jan 23, 2026
Valmark Advisers, Inc. History Reduced 26,347 1,340 0.02% 0.02% 294 -150 -0.57% Q4 2025 Jan 26, 2026
WBH ADVISORY INC History Added to 26,362 1,340 0.1% 0.1% 293 +116 0.44% Q4 2025 Jan 26, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 26,144 1,329 0.09% 0.09% 295 -175 -0.66% Q4 2025 Jan 28, 2026
B. Riley Wealth Advisors, Inc. History Added to 25,914 1,317 0.06% 0.06% 296 +57 0.22% Q4 2025 Feb 17, 2026
ORG Partners LLC History Reduced 25,312 1,287 0.23% 0.24% 297 -303 -1.18% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 25,073 1,275 0.06% 0.06% 298 -785 -3.04% Q4 2025 Feb 13, 2026
Vericrest Private Wealth History New 24,963 1,269 1.13% — 299 +24,963 New Q4 2025 Mar 12, 2026
MGB Wealth Management, LLC History Added to 24,967 1,269 0.36% 0.3% 300 +4,467 21.79% Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History Reduced 24,378 1,239 0.15% 0.22% 301 -8,394 -25.61% Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History Reduced 24,281 1,234 0.89% 0.99% 302 -4,343 -15.17% Q4 2025 Mar 12, 2026
Klaas Financial Asset Advisors, LLC History Added to 24,075 1,224 0.18% 0.18% 303 +655 2.8% Q4 2025 Jan 27, 2026
Brand Asset Management Group, Inc. History Reduced 23,673 1,204 0.34% 0.37% 304 -1,819 -7.14% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History No change 23,250 1,182 0.02% 0.02% 305 0 0.0% Q4 2025 Feb 17, 2026
ARK & TLK INVESTMENTS, LLC History No change 23,183 1,179 0.32% 0.38% 306 0 0.0% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Reduced 23,175 1,178 0.06% 0.06% 307 -906 -3.76% Q4 2025 Jan 26, 2026
FLAGSTAR ADVISORS INC History Added to 22,791 1,159 0.39% 0.36% 308 +12 0.05% Q4 2025 Jan 13, 2026
Frisch Financial Group, Inc. History Added to 22,723 1,155 0.26% 0.27% 309 +355 1.59% Q4 2025 Feb 06, 2026
Harbor Asset Planning, Inc. History Reduced 22,542 1,146 0.98% 1.08% 310 -1,079 -4.57% Q4 2025 Jan 26, 2026
Envestnet Portfolio Solutions, Inc. History Added to 22,115 1,124 0.0% 0.0% 311 +2,681 13.8% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History Reduced 21,970 1,117 0.05% 0.05% 312 -2,803 -11.31% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 21,803 1,108 0.06% 0.04% 313 +7,415 51.54% Q4 2025 Feb 04, 2026
Joseph P. Lucia & Associates, LLC History Reduced 21,529 1,094 0.39% 0.44% 314 -1,280 -5.61% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 21,253 1,080 0.05% 0.05% 315 -262 -1.22% Q4 2025 Jan 21, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 21,138 1,075 0.39% 0.49% 316 -3,403 -13.87% Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Reduced 21,018 1,068 0.02% 0.04% 317 -5,483 -20.69% Q4 2025 Feb 06, 2026
INVENIO WEALTH PARTNERS LLC History No change 21,000 1,068 0.4% 0.39% 318 0 0.0% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 20,940 1,065 0.05% 0.05% 319 +3,100 17.38% Q4 2025 Feb 05, 2026
DMC Group, LLC History Reduced 20,903 1,063 0.71% 0.75% 320 -320 -1.51% Q4 2025 Jan 21, 2026
OneAscent Wealth Management LLC History Added to 20,766 1,056 0.35% 0.33% 321 +1,662 8.7% Q4 2025 Feb 11, 2026
Heck Capital Advisors, LLC History Added to 20,629 1,049 0.08% 0.02% 322 +14,720 249.11% Q4 2025 Jan 16, 2026
KG&L Capital Management,LLC History Added to 20,555 1,045 0.26% 0.27% 323 +616 3.09% Q4 2025 Jan 23, 2026
Ceeto Capital Group, LLC History Added to 20,500 1,043 0.3% 0.16% 324 +10,000 95.24% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 20,461 1,040 0.02% 0.01% 325 +6,433 45.86% Q4 2025 Feb 02, 2026
FIRST UNITED BANK & TRUST History Reduced 20,120 1,023 0.33% 0.39% 326 -3,250 -13.91% Q4 2025 Jan 21, 2026
Alpha Financial Partners, LLC History Added to 19,719 1,002 0.61% 0.34% 327 +9,524 93.42% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History New 19,008 966 0.04% — 328 +19,008 New Q4 2025 Feb 04, 2026
Concurrent Investment Advisors, LLC History Added to 18,987 965 0.01% 0.0% 329 +13,594 252.07% Q4 2025 Jan 29, 2026
TCP Asset Management, LLC History Reduced 18,968 964 0.16% 0.18% 330 -666 -3.39% Q4 2025 Jan 07, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 18,576 944 0.06% 0.06% 331 +1,041 5.94% Q4 2025 Jan 08, 2026
ALLIANZ SE History Reduced 18,261 928 0.01% 0.02% 332 -677 -3.57% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 18,233 926 0.04% 0.04% 333 +6,387 53.92% Q4 2025 Feb 13, 2026
NOVEM GROUP History Added to 18,043 917 0.11% 0.07% 334 +6,841 61.07% Q4 2025 Jan 27, 2026
JFS WEALTH ADVISORS, LLC History No change 17,866 908 0.05% 0.05% 335 0 0.0% Q4 2025 Jan 14, 2026
Ballast Rock Private Wealth LLC History New 17,821 906 0.57% — 336 +17,821 New Q4 2025 Feb 04, 2026
SHUFRO ROSE & CO LLC History Added to 17,300 879 0.06% 0.05% 337 +5,400 45.38% Q4 2025 Feb 09, 2026
Ashton Thomas Private Wealth, LLC History Reduced 17,146 872 0.02% 0.03% 338 -1,852 -9.75% Q4 2025 Jan 29, 2026
Guidance Point Advisors, LLC History Added to 17,001 865 0.2% 0.2% 339 +1,000 6.25% Q4 2025 Feb 11, 2026
Addison Capital Co History Added to 16,880 858 0.21% 0.08% 340 +11,771 230.4% Q4 2025 Feb 02, 2026
Fiduciary Alliance LLC History Reduced 16,746 851 0.06% 0.06% 341 -430 -2.5% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Added to 16,520 840 0.07% 0.07% 342 +28 0.17% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History New 16,400 834 0.01% — 343 +16,400 New Q4 2025 Feb 13, 2026
L.K. Benson & Company, P.C. History Added to 16,185 823 0.41% 0.44% 344 +204 1.28% Q4 2025 Feb 06, 2026
Crabel Capital Management, LLC History Reduced 15,873 807 0.61% 0.91% 345 -4,062 -20.38% Q4 2025 Feb 17, 2026
Well Done, LLC History Added to 15,878 807 0.12% 0.11% 346 +3,228 25.52% Q4 2025 Jan 13, 2026
Register Financial Advisors LLC History Added to 15,823 804 0.31% 0.27% 347 +2,160 15.81% Q4 2025 Jan 21, 2026
Holos Integrated Wealth LLC History No change 15,670 796 0.44% 0.47% 348 0 0.0% Q4 2025 Jan 05, 2026
UNION SAVINGS BANK History New 15,594 793 0.34% — 350 +15,594 New Q4 2025 Mar 06, 2026
Freestone Capital Holdings, LLC History Added to 15,599 793 0.02% 0.02% 349 +2,679 20.74% Q4 2025 Jan 23, 2026
Meridian Financial Partners LLC History New 15,539 792 0.31% — 351 +15,539 New Q4 2025 Feb 05, 2026
Traub Capital Management LLC History No change 15,570 791 0.76% 0.79% 352 0 0.0% Q4 2025 Jan 29, 2026
Financial Partners Group, Inc History Reduced 15,295 780 0.09% 0.1% 353 -460 -2.92% Q4 2025 Feb 03, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 14,767 751 1.09% 1.29% 354 0 0.0% Q4 2025 Jan 28, 2026
Alexis Investment Partners, LLC History New 14,764 750 0.28% — 355 +14,764 New Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 14,695 747 0.01% 0.01% 356 -521 -3.42% Q4 2025 Feb 09, 2026
SteelPeak Wealth, LLC History Added to 14,567 740 0.02% 0.02% 357 +148 1.03% Q4 2025 Jan 20, 2026
Perigon Wealth Management, LLC History Added to 14,404 732 0.01% 0.01% 358 +24 0.17% Q4 2025 Jan 16, 2026
Donor Advised Charitable Giving, Inc. History Added to 14,388 731 0.02% 0.01% 359 +226 1.6% Q4 2025 Jan 23, 2026
Bellwether Advisors, LLC History Reduced 13,970 710 0.11% 0.13% 360 -1,049 -6.98% Q4 2025 Feb 09, 2026
RiverTree Advisors, LLC History Reduced 13,889 706 0.45% 1.01% 361 -16,872 -54.85% Q4 2025 Jan 15, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 13,775 703 0.33% 0.35% 362 -530 -3.7% Q4 2025 Jan 22, 2026
Waterloo Capital, L.P. History Reduced 13,841 703 0.05% 0.05% 363 -514 -3.58% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 13,806 702 0.04% 0.06% 364 -3,946 -22.23% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Reduced 13,777 700 0.01% 0.02% 365 -12,413 -47.4% Q4 2025 Feb 11, 2026
KFA Private Wealth Group, LLC History No change 13,744 699 0.17% 0.2% 366 0 0.0% Q4 2025 Jan 07, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,685 696 0.03% 0.03% 367 -1,282 -8.57% Q4 2025 Feb 02, 2026
Western Financial Corp/CA History Added to 13,648 694 0.28% 0.3% 368 +13 0.1% Q4 2025 Jan 21, 2026
Dakota Wealth Management History No change 13,645 693 0.01% 0.01% 369 0 0.0% Q4 2025 Jan 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 13,396 681 0.09% 0.13% 370 -3,411 -20.3% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Reduced 13,395 681 0.05% 0.06% 371 -835 -5.87% Q4 2025 Jan 21, 2026
Focus Financial Network, Inc. History Reduced 13,332 678 0.02% 0.03% 372 -861 -6.07% Q4 2025 Jan 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 13,301 676 0.01% 0.01% 373 0 0.0% Q4 2025 Feb 09, 2026
Arax Advisory Partners History New 13,154 669 0.02% — 374 +13,154 New Q4 2025 Feb 13, 2026
Portland Financial Advisors Inc History Added to 13,097 666 1.42% 1.41% 375 +126 0.97% Q4 2025 Feb 06, 2026
Stelac Advisory Services LLC History Reduced 12,973 659 0.23% 0.29% 376 -3,450 -21.01% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Reduced 12,885 655 0.01% 0.01% 377 -75 -0.58% Q4 2025 Feb 05, 2026
PINNACLE ASSOCIATES LTD History Reduced 12,711 646 0.01% 0.01% 378 -1,246 -8.93% Q4 2025 Feb 05, 2026
NWAM LLC History Added to 12,611 643 0.04% 0.03% 379 +2,782 28.3% Q4 2025 Feb 04, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 12,660 643 0.05% 0.05% 380 -155 -1.21% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 12,571 641 0.02% 0.02% 381 +148 1.19% Q4 2025 Jan 28, 2026
NorthCrest Asset Manangement, LLC History Reduced 12,562 639 0.01% 0.02% 382 -1,222 -8.87% Q4 2025 Jan 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 12,495 635 0.0% 0.0% 383 -1,620 -11.48% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 12,433 632 0.0% 0.0% 384 +8,438 211.21% Q4 2025 Jan 28, 2026
Ameliora Wealth Management Ltd. History No change 12,210 621 0.19% 0.21% 385 0 0.0% Q4 2025 Jan 21, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 12,155 618 0.42% 0.44% 386 0 0.0% Q4 2025 Feb 13, 2026
Rise Advisors, LLC History Added to 12,123 616 0.22% 0.22% 387 +180 1.51% Q4 2025 Feb 11, 2026
Leo Wealth, LLC History Added to 12,066 613 0.04% 0.08% 388 +190 1.6% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History New 11,990 609 0.0% — 389 +11,990 New Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 11,951 607 0.01% 0.01% 391 +2,731 29.62% Q4 2025 Mar 12, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 11,953 607 0.1% 0.11% 390 -1,012 -7.81% Q4 2025 Jan 28, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 11,917 606 0.02% 0.02% 392 -916 -7.14% Q4 2025 Jan 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 11,912 606 0.03% 0.03% 393 +12 0.1% Q4 2025 Feb 03, 2026
EPIQ PARTNERS, LLC History New 11,887 604 0.28% — 394 +11,887 New Q4 2025 Jan 07, 2026
Quantinno Capital Management LP History New 11,840 602 0.0% — 396 +11,840 New Q4 2025 Feb 17, 2026
Capital Investment Services of America, Inc. History Reduced 11,842 602 0.06% 0.08% 395 -6,000 -33.63% Q4 2025 Jan 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 11,705 595 0.04% 0.01% 397 +7,499 178.29% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 11,682 594 0.01% 0.01% 398 -1,613 -12.13% Q4 2025 Feb 13, 2026
American Wealth Advisors, LLC History Added to 11,564 588 0.58% 0.58% 399 +132 1.15% Q4 2025 Jan 26, 2026
ARGUS INVESTORS' COUNSEL, INC. History Reduced 11,489 584 0.47% 0.47% 400 -46 -0.4% Q4 2025 Jan 22, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 11,430 581 0.03% 0.03% 401 +2,916 34.25% Q4 2025 Jan 28, 2026
Professional Financial Advisors, LLC History Reduced 11,361 577 0.12% 0.13% 402 -450 -3.81% Q4 2025 Jan 15, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 11,336 576 0.18% 0.19% 403 +440 4.04% Q4 2025 Jan 07, 2026
Connecticut Wealth Management, LLC History No change 11,082 563 0.02% 0.03% 404 0 0.0% Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 10,971 558 0.03% 0.03% 405 +357 3.36% Q4 2025 Feb 10, 2026
Global Trust Wealth Management LLC History New 10,792 548 0.41% — 406 +10,792 New Q4 2025 Jan 28, 2026
&PARTNERS History Added to 10,745 546 0.0% 0.0% 407 +679 6.75% Q4 2025 Feb 17, 2026
RDA Financial Network History Reduced 10,595 538 0.13% 0.14% 408 -349 -3.19% Q4 2025 Jan 06, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 10,541 536 0.08% 0.09% 409 0 0.0% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History New 10,499 534 0.01% — 410 +10,499 New Q4 2025 Feb 17, 2026
NATURAL INVESTMENTS, LLC History New 10,493 533 0.13% — 411 +10,493 New Q4 2025 Jan 23, 2026
Balefire, LLC History Added to 10,269 522 0.1% 0.09% 412 +1,294 14.42% Q4 2025 Jan 12, 2026
AlphaCore Capital LLC History No change 10,200 518 0.01% 0.02% 413 0 0.0% Q4 2025 Feb 05, 2026
Reyes Financial Architecture, Inc. History Reduced 10,067 512 0.31% 0.43% 414 -2,210 -18.0% Q4 2025 Jan 26, 2026
MUSTICO FINANCIAL GROUP, INC. History Reduced 10,010 509 0.39% 0.47% 415 -788 -7.3% Q4 2025 Feb 17, 2026
LARCH CAPITAL PARTNERS LLC History New 10,006 508 0.07% — 416 +10,006 New Q4 2025 Feb 20, 2026
Opus Financial Solutions LLC History New 9,973 507 0.48% — 417 +9,973 New Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 9,673 491 0.04% 0.04% 418 +117 1.22% Q4 2025 Jan 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 9,653 490 0.06% 0.05% 419 +2,244 30.29% Q4 2025 Feb 04, 2026
Wealth Advisory Solutions, LLC History Reduced 9,551 485 0.11% 0.12% 420 -397 -3.99% Q4 2025 Jan 16, 2026
Independent Family Office, LLC History No change 9,420 479 0.2% 0.2% 421 0 0.0% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 9,401 478 0.04% 0.03% 422 +148 1.6% Q4 2025 Feb 17, 2026
Rockingstone Advisors LLC History Added to 9,150 465 0.21% 0.12% 423 +4,470 95.51% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 9,020 458 0.01% 0.01% 424 0 0.0% Q4 2025 Jan 22, 2026
Balboa Wealth Partners History Reduced 8,841 449 0.07% 0.08% 425 -205 -2.27% Q4 2025 Jan 16, 2026
Diversify Advisory Services, LLC History Reduced 8,773 447 0.01% 0.02% 426 -878 -9.1% Q4 2025 Jan 23, 2026
Baker Avenue Asset Management, LP History Reduced 8,783 446 0.01% 0.46% 428 -363,917 -97.64% Q4 2025 Feb 10, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 8,771 446 0.08% 0.08% 427 -297 -3.28% Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History Reduced 8,729 443 0.01% 0.01% 429 -141 -1.59% Q4 2025 Feb 05, 2026
Advisors Capital Management, LLC History Added to 8,642 439 0.01% 0.0% 430 +4,289 98.53% Q4 2025 Jan 29, 2026
Disciplined Investments, LLC History Reduced 8,640 439 0.17% 0.18% 431 -316 -3.53% Q4 2025 Feb 05, 2026
New Insight Wealth Advisors History Reduced 8,426 428 0.15% 0.26% 432 -5,244 -38.36% Q4 2025 Feb 17, 2026
Keebeck Wealth Management History Added to 8,376 426 0.05% 0.03% 433 +2,756 49.04% Q4 2025 Feb 17, 2026
Two West Capital Advisors LLC History Reduced 8,261 420 0.24% 0.39% 434 -4,439 -34.95% Q4 2025 Jan 13, 2026
EP Wealth Advisors, LLC History New 8,257 419 0.0% — 435 +8,257 New Q4 2025 Feb 18, 2026
Unified Investment Management History Reduced 8,250 419 0.42% 0.43% 436 -125 -1.49% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Added to 8,186 416 0.01% 0.01% 437 +4,032 97.06% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 8,076 410 0.0% 0.0% 438 -267 -3.2% Q4 2025 Feb 11, 2026
THOMPSON DAVIS & CO., INC. History Reduced 8,014 407 0.24% 0.26% 439 -239 -2.9% Q4 2025 Jan 12, 2026
Signature Resources Capital Management, LLC History New 7,966 405 0.2% — 440 +7,966 New Q4 2025 Jan 21, 2026
WESBANCO BANK INC History Reduced 7,858 399 0.01% 0.01% 441 -627 -7.39% Q4 2025 Feb 03, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 7,759 394 0.29% 0.31% 442 -528 -6.37% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 7,730 393 0.0% 0.0% 443 -265 -3.31% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 7,739 393 0.01% 0.01% 444 -187 -2.36% Q4 2025 Jan 23, 2026
WELCH & FORBES LLC History No change 7,650 389 0.0% 0.0% 445 0 0.0% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 7,636 388 0.0% 0.0% 446 +1,483 24.1% Q4 2025 Feb 18, 2026
Bison Wealth, LLC History New 7,595 386 0.04% — 447 +7,595 New Q4 2025 Mar 24, 2026
Northwest Bancshares, Inc. History Reduced 7,560 384 0.07% 0.07% 448 -200 -2.58% Q4 2025 Feb 13, 2026
Sherman Asset Management, Inc. History Added to 7,539 383 0.32% 0.31% 449 +520 7.41% Q4 2025 Feb 05, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 7,498 381 0.03% 0.03% 450 +83 1.12% Q4 2025 Jan 23, 2026
GWN SECURITIES INC. History Reduced 7,450 378 0.08% 0.11% 451 -1,805 -19.5% Q4 2025 Feb 11, 2026
Fortune Financial Advisors, LLC History No change 7,443 378 0.25% 0.29% 452 0 0.0% Q4 2025 Jan 23, 2026
MERIDIAN MANAGEMENT CO History No change 7,430 377 0.09% 0.1% 453 0 0.0% Q4 2025 Feb 10, 2026
Ethos Financial Group, LLC History No change 7,406 376 0.03% 0.03% 454 0 0.0% Q4 2025 Jan 20, 2026
CAP Partners, LLC History New 7,291 370 0.21% — 456 +7,291 New Q4 2025 Feb 04, 2026
Gateway Wealth Partners, LLC History New 7,278 370 0.04% — 455 +7,278 New Q4 2025 Feb 11, 2026
OMNI 360 Wealth, Inc. History Added to 7,210 367 0.19% 0.14% 457 +2,290 46.54% Q4 2025 Jan 29, 2026
Hobbs Group Advisors, LLC History Added to 7,168 364 0.11% 0.11% 458 +30 0.42% Q4 2025 Jan 28, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,141 363 0.1% 0.11% 459 0 0.0% Q4 2025 Feb 11, 2026
Certified Advisory Corp History Reduced 7,105 361 0.03% 0.04% 460 -955 -11.85% Q4 2025 Jan 12, 2026
BridgePort Financial Solutions, LLC History Reduced 6,998 355 0.1% 0.15% 462 -4,000 -36.37% Q4 2025 Jan 16, 2026
Alpha Omega Wealth Management LLC History No change 6,990 355 0.06% 0.06% 461 0 0.0% Q4 2025 Jan 22, 2026
Smith Thornton Advisors LLC History No change 6,980 355 0.18% 0.19% 463 0 0.0% Q4 2025 Jan 14, 2026
Plotkin Financial Advisors, LLC History Added to 6,855 348 0.17% 0.15% 464 +1,055 18.19% Q4 2025 Feb 19, 2026
GreatBanc Trust CO History Reduced 6,785 345 0.24% 0.28% 465 -1,100 -13.95% Q4 2025 Feb 12, 2026
Bluesphere Advisors LLC History Reduced 6,518 331 0.15% 0.21% 466 -2,535 -28.0% Q4 2025 Jan 21, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,381 324 0.01% 0.01% 468 -105 -1.62% Q4 2025 Jan 23, 2026
M&T BANK CORP History No change 6,380 324 0.0% 0.0% 467 0 0.0% Q4 2025 Jan 30, 2026
Integrated Capital Management, LLC History Added to 6,311 320 0.14% 0.14% 469 +10 0.16% Q4 2025 Jan 26, 2026
Advisors Asset Management, Inc. History Added to 6,254 318 0.01% 0.0% 470 +3,296 111.43% Q4 2025 Feb 12, 2026
Mascagni Wealth Management, Inc. History Reduced 6,255 318 0.24% 0.29% 471 -1,000 -13.78% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Added to 6,229 316 0.12% 0.12% 474 +297 5.01% Q4 2025 Feb 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 6,222 316 0.0% 0.0% 473 +149 2.45% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 6,223 316 0.0% 0.01% 472 +51 0.83% Q4 2025 Feb 12, 2026
OPINICUS CAPITAL, INC. History Reduced 6,179 314 0.22% 0.27% 475 -1,454 -19.05% Q4 2025 Feb 04, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 6,100 310 0.02% 0.02% 476 0 0.0% Q4 2025 Jan 27, 2026
BOSTON FAMILY OFFICE LLC History No change 6,038 307 0.02% 0.02% 477 0 0.0% Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Added to 6,016 305 0.13% 0.16% 478 +39 0.65% Q4 2025 Feb 13, 2026
Evanson Asset Management, LLC History Added to 5,990 304 0.02% 0.02% 479 +55 0.93% Q4 2025 Jan 12, 2026
Brindle & Bay Financial Advisors, LLC History New 5,971 303 0.2% — 480 +5,971 New Q4 2025 Jan 29, 2026
Keystone Wealth Services, LLC History Reduced 5,897 299 0.06% 0.07% 481 -670 -10.2% Q4 2025 Jan 26, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 5,849 297 0.01% 0.01% 482 +285 5.12% Q4 2025 Feb 12, 2026
Tidemark, LLC History No change 5,848 297 0.08% 0.09% 483 0 0.0% Q4 2025 Feb 10, 2026
Rossmore Private Capital History New 5,838 296 0.03% — 484 +5,838 New Q4 2025 Feb 05, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 5,763 292 0.14% 0.18% 485 -1,308 -18.5% Q4 2025 Feb 06, 2026
Ascent Group, LLC History Added to 5,660 287 0.01% 0.01% 486 +272 5.05% Q4 2025 Jan 20, 2026
Financially in Tune, LLC History New 5,597 284 0.27% — 487 +5,597 New Q4 2025 Feb 27, 2026
Charter Oak Capital Management, LLC History Reduced 5,547 282 0.02% 0.02% 489 -510 -8.42% Q4 2025 Jan 23, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 5,550 282 0.01% 0.01% 488 0 0.0% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History No change 5,500 279 0.0% 0.0% 490 0 0.0% Q4 2025 Feb 17, 2026
TABLEAUX LLC History Reduced 5,473 278 0.2% 0.27% 492 -7,515 -57.86% Q4 2025 Feb 17, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 5,464 278 0.36% 0.58% 491 -2,272 -29.37% Q4 2025 Feb 23, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 5,409 275 0.02% 0.02% 493 +452 9.12% Q4 2025 Feb 04, 2026
Essex Bank History No change 5,410 275 0.06% 0.06% 494 0 0.0% Q4 2025 Feb 02, 2026
Union Bancaire Privee, UBP SA History New 5,651 273 0.0% — 495 +5,651 New Q4 2025 Jan 05, 2026
Ancora Advisors LLC History Reduced 5,359 272 0.01% 0.01% 496 -181 -3.27% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 5,335 271 0.0% 0.0% 497 +1,657 45.05% Q4 2025 Feb 02, 2026
Mezzasalma Advisors, LLC History No change 5,320 270 0.06% 0.07% 498 0 0.0% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Reduced 5,290 269 0.01% 0.01% 499 -206 -3.75% Q4 2025 Jan 28, 2026
United Asset Strategies, Inc. History Reduced 5,256 267 0.02% 0.02% 500 -490 -8.53% Q4 2025 Jan 28, 2026
Federation des caisses Desjardins du Quebec History Added to 5,176 263 0.0% 0.0% 501 +500 10.69% Q4 2025 Feb 12, 2026
Parisi Gray Wealth Management History New 5,148 261 0.06% — 502 +5,148 New Q4 2025 Jan 07, 2026
Breakwater Capital Group History Added to 5,148 261 0.04% 0.04% 503 +331 6.87% Q4 2025 Jan 09, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 5,080 258 0.02% 0.02% 504 -575 -10.17% Q4 2025 Feb 04, 2026
Meridian Wealth Management, LLC History Reduced 5,078 258 0.01% 0.01% 505 -412 -7.5% Q4 2025 Feb 04, 2026
Garner Asset Management Corp History Reduced 5,062 257 0.1% 0.17% 507 -3,200 -38.73% Q4 2025 Feb 03, 2026
Mandatum Life Insurance Co Ltd History No change 5,060 257 0.06% 0.06% 506 0 0.0% Q4 2025 Feb 11, 2026
Coppell Advisory Solutions LLC History No change 5,000 254 0.03% 0.03% 508 0 0.0% Q4 2025 Feb 17, 2026
Patten Group, Inc. History Reduced 4,941 251 0.05% 0.06% 510 -1,454 -22.74% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,950 251 0.01% 0.01% 509 0 0.0% Q4 2025 Jan 26, 2026
Y.D. More Investments Ltd History Reduced 22,860 247 0.01% 0.02% 511 -400 -1.72% Q4 2025 Jan 21, 2026
CFM WEALTH PARTNERS LLC History No change 4,850 246 0.04% 0.04% 512 0 0.0% Q4 2025 Jan 27, 2026
Continuum Advisory, LLC History Added to 4,693 238 0.02% 0.02% 513 +188 4.17% Q4 2025 Feb 11, 2026
LEE DANNER & BASS INC History No change 4,642 236 0.02% 0.02% 514 0 0.0% Q4 2025 Jan 29, 2026
Evolution Wealth Advisors, LLC History No change 4,580 232 0.02% 0.03% 515 0 0.0% Q4 2025 Jan 12, 2026
Van Hulzen Asset Management, LLC History No change 4,543 231 0.02% 0.02% 516 0 0.0% Q4 2025 Feb 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,500 228 0.03% 0.03% 517 0 0.0% Q4 2025 Feb 03, 2026
JANE STREET GROUP, LLC History New 4,465 227 0.0% — 518 +4,465 New Q4 2025 Feb 12, 2026
Prepared Retirement Institute LLC History Reduced 4,449 226 0.11% 0.14% 519 -786 -15.01% Q4 2025 Jan 29, 2026
Thrive Capital Management, LLC History Added to 4,404 223 0.05% 0.06% 520 +66 1.52% Q4 2025 Feb 09, 2026
Investment Advisory Group, LLC History No change 4,398 223 0.06% 0.06% 521 0 0.0% Q4 2025 Jan 23, 2026
Powell Investment Advisors, LLC History No change 4,337 220 0.08% 0.08% 522 0 0.0% Q4 2025 Feb 09, 2026
Spinnaker Investment Group, LLC History No change 4,307 219 0.04% 0.04% 523 0 0.0% Q4 2025 Jan 12, 2026
Accelerate Investment Advisors LLC History New 4,273 217 0.15% — 524 +4,273 New Q4 2025 Jan 12, 2026
Narus Financial Partners, LLC History Reduced 4,212 214 0.06% 0.06% 525 -61 -1.43% Q4 2025 Feb 09, 2026
Eagle Bay Advisors LLC History Reduced 4,187 212 0.15% 0.26% 526 -2,259 -35.04% Q4 2025 Jan 23, 2026
Cherry Tree Wealth Management, LLC History Added to 4,109 208 0.04% 0.04% 527 +300 7.88% Q4 2025 Feb 10, 2026
Lifeworks Advisors, LLC History Reduced 4,086 207 0.03% 0.03% 528 -709 -14.79% Q4 2025 Feb 13, 2026
Exchange Bank History No change 4,080 207 0.14% 0.14% 529 0 0.0% Q4 2025 Jan 13, 2026
ROGCO, LP History No change 4,055 206 0.07% 0.07% 530 0 0.0% Q4 2025 Jan 30, 2026
Kovack Advisors, Inc. History Added to 4,008 203 0.01% 0.02% 531 +61 1.55% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History No change 4,007 203 0.04% 0.04% 532 0 0.0% Q4 2025 Jan 27, 2026
Capital Advisors, Ltd. LLC History No change 3,966 202 0.02% 0.02% 533 0 0.0% Q4 2025 Jan 21, 2026
CITIGROUP INC History Reduced 3,950 200 0.0% 0.0% 534 -110,958 -96.56% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 3,865 196 0.0% 0.0% 535 0 0.0% Q4 2025 Jan 26, 2026
Glen Eagle Advisors, LLC History Added to 3,852 195 0.03% 0.03% 536 +237 6.56% Q4 2025 Feb 13, 2026
Coastline Trust Co History No change 3,587 182 0.02% 0.02% 537 0 0.0% Q4 2025 Jan 05, 2026
Rossby Financial, LCC History Added to 3,530 179 0.06% 0.0% 538 +3,389 2403.55% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History No change 3,224 163 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 2,922 149 0.0% 0.01% 540 -529 -15.33% Q4 2025 Feb 11, 2026
Laurel Wealth Advisors LLC History New 2,908 147 0.02% — 541 +2,908 New Q4 2025 Jan 30, 2026
Newbridge Financial Services Group, Inc. History Reduced 2,509 127 0.02% 0.06% 543 -5,584 -69.0% Q4 2025 Jan 21, 2026
Triumph Capital Management History New 2,504 127 0.03% — 542 +2,504 New Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Reduced 2,496 126 0.0% 0.08% 544 -40,084 -94.14% Q4 2025 Jan 13, 2026
Greykasell Wealth Strategies, Inc. History No change 2,483 126 0.05% 0.05% 545 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Added to 2,370 120 0.0% 0.0% 546 +534 29.08% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 2,353 119 0.02% 0.02% 547 0 0.0% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History No change 2,249 114 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 2,220 112 0.0% 0.0% 549 -981 -30.65% Q4 2025 Feb 02, 2026
MAI Capital Management History Reduced 2,197 111 0.0% 0.0% 550 -183 -7.69% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 2,069 105 0.0% 0.0% 551 +185 9.82% Q4 2025 Jan 27, 2026
Cranbrook Wealth Management, LLC History No change 1,974 100 0.02% 0.02% 552 0 0.0% Q4 2025 Jan 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,946 98 0.04% 0.04% 553 0 0.0% Q4 2025 Feb 06, 2026
Front Row Advisors LLC History No change 1,914 97 0.03% 0.03% 554 0 0.0% Q4 2025 Feb 12, 2026
MidAtlantic Capital Management, Inc. History New 1,903 96 0.06% — 555 +1,903 New Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 1,850 94 0.0% 0.0% 556 +450 32.14% Q4 2025 Jan 26, 2026
Sankala Group LLC History New 1,781 90 0.07% — 557 +1,781 New Q4 2025 Mar 02, 2026
North Star Investment Management Corp. History Added to 1,731 88 0.01% 0.0% 558 +271 18.56% Q4 2025 Jan 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 1,649 83 0.0% — 560 +1,649 New Q4 2025 Feb 11, 2026
IFC & Insurance Marketing, Inc. History New 1,638 83 0.08% — 561 +1,638 New Q4 2025 Feb 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Added to 1,640 83 0.02% 0.01% 559 +1,215 285.88% Q4 2025 Feb 04, 2026
LRI Investments, LLC History No change 1,285 65 0.01% 0.01% 562 0 0.0% Q4 2025 Feb 04, 2026
Spire Wealth Management History Added to 1,199 60 0.0% 0.0% 564 +26 2.22% Q4 2025 Jan 14, 2026
Ameritas Investment Partners, Inc. History No change 1,195 60 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 11, 2026
Lavaca Capital LLC History New 1,126 57 0.01% — 565 +1,126 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 1,112 56 0.0% 0.0% 567 +17 1.55% Q4 2025 Jan 16, 2026
Addison Advisors LLC History No change 1,115 56 0.01% 0.01% 566 0 0.0% Q4 2025 Feb 06, 2026
WINNOW WEALTH LLC History Reduced 1,082 55 0.04% 0.06% 568 -375 -25.74% Q4 2025 Feb 11, 2026
Global Trust Asset Management, LLC History Reduced 1,000 50 0.02% 0.18% 569 -6,610 -86.86% Q4 2025 Jan 20, 2026
Founders Financial Alliance, LLC History Added to 992 50 0.01% 0.01% 571 +1 0.1% Q4 2025 Feb 12, 2026
IFS Advisors, LLC History No change 1,000 50 0.03% 0.03% 570 0 0.0% Q4 2025 Jan 09, 2026
Atlantic Union Bankshares Corp History No change 812 41 0.0% 0.0% 572 0 0.0% Q4 2025 Feb 04, 2026
BAYBAN History New 732 37 0.03% — 574 +732 New Q4 2025 Mar 05, 2026
TUCKER ASSET MANAGEMENT LLC History New 730 37 0.01% — 573 +730 New Q4 2025 Feb 05, 2026
Archer Investment Corp History Reduced 725 36 0.01% 0.02% 576 -716 -49.69% Q4 2025 Jan 30, 2026
Quarry LP History New 710 36 0.01% — 577 +710 New Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History No change 725 36 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 708 36 0.01% 0.01% 578 0 0.0% Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 687 34 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 656 33 0.01% 0.01% 580 +11 1.71% Q4 2025 Jan 09, 2026
Cornerstone Financial Management LLC History New 586 29 0.03% — 583 +586 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 588 29 0.0% 0.0% 582 -21 -3.45% Q4 2025 Feb 11, 2026
LOWE BROCKENBROUGH & CO INC History No change 588 29 0.0% 0.0% 581 0 0.0% Q4 2025 Feb 11, 2026
Elequin Capital, LP History No change 541 27 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 17, 2026
Financial Freedom, LLC History Added to 505 25 0.01% 0.01% 588 +5 1.0% Q4 2025 Feb 17, 2026
TOMPKINS FINANCIAL CORP History No change 492 25 0.0% 0.0% 585 0 0.0% Q4 2025 Jan 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 500 25 0.0% 0.0% 586 0 0.0% Q4 2025 Feb 13, 2026
MRP Capital Investments, LLC History No change 500 25 0.02% 0.02% 587 0 0.0% Q4 2025 Feb 09, 2026
Park Place Capital Corp History No change 500 25 0.01% 0.01% 589 0 0.0% Q4 2025 Jan 09, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 425 21 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 400 20 0.0% 0.01% 591 0 0.0% Q4 2025 Jan 23, 2026
Caldwell Trust Co History No change 412 20 0.0% 0.0% 592 0 0.0% Q4 2025 Jan 30, 2026
ROTHSCHILD INVESTMENT LLC History Added to 358 18 0.0% 0.0% 593 +250 231.48% Q4 2025 Feb 10, 2026
CULLEN/FROST BANKERS, INC. History Reduced 318 16 0.0% 0.0% 594 -3,530 -91.74% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History No change 325 16 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 22, 2026
Rialto Wealth Management, LLC History Reduced 304 15 0.0% 0.03% 596 -2,297 -88.31% Q4 2025 Jan 12, 2026
MidFirst Bank History New 298 15 0.0% — 597 +298 New Q4 2025 Feb 25, 2026
ST GERMAIN D J CO INC History No change 282 14 0.0% 0.0% 598 0 0.0% Q4 2025 Jan 29, 2026
Park Square Financial Group, LLC History Added to 272 13 0.08% 0.04% 599 +90 49.45% Q4 2025 Feb 05, 2026
City State Bank History No change 235 11 0.0% 0.0% 600 0 0.0% Q4 2025 Jan 28, 2026
Garton & Associates Financial Advisors LLC History New 200 10 0.01% — 602 +200 New Q4 2025 Feb 18, 2026
TSFG, LLC History Added to 200 10 0.0% 0.0% 601 +1 0.5% Q4 2025 Feb 04, 2026
Lodestone Wealth Management LLC History New 184 9 0.0% — 603 +184 New Q4 2025 Jan 15, 2026
Central Pacific Bank - Trust Division History No change 183 9 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 07, 2026
WealthShield Partners, LLC History No change 140 7 0.0% 0.0% 605 0 0.0% Q4 2025 Feb 03, 2026
OPTIMA CAPITAL LLC History New 137 6 0.0% — 608 +137 New Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History New 129 6 0.0% — 607 +129 New Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History No change 120 6 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 22, 2026
Caitlin John, LLC History Reduced 113 5 0.0% 0.01% 612 -245 -68.44% Q4 2025 Feb 18, 2026
Signature Equity Partners, LLC History New 102 5 0.0% — 614 +102 New Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History New 101 5 0.0% — 613 +101 New Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Added to 117 5 0.0% 0.0% 611 +2 1.74% Q4 2025 Feb 13, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 100 5 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 17, 2026
Darwin Wealth Management, LLC History No change 99 5 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 22, 2026
Westfuller Advisors, LLC History Reduced 93 4 0.0% 0.01% 616 -448 -82.81% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History No change 98 4 0.0% 0.0% 615 0 0.0% Q4 2025 Feb 20, 2026
Provenance Wealth Advisors, LLC History No change 79 4 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 26, 2026
Provident Wealth Management, LLC History No change 63 3 0.0% 0.0% 618 0 0.0% Q4 2025 Jan 28, 2026
Quest 10 Wealth Builders, Inc. History Reduced 43 2 0.0% 0.0% 619 -3 -6.52% Q4 2025 Jan 29, 2026
Millstone Evans Group, LLC History No change 51 2 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 02, 2026
KERR FINANCIAL PLANNING Corp History No change 52 2 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 10, 2026
Realta Investment Advisors History No change 34 1 0.0% 0.0% 622 0 0.0% Q4 2025 Jan 20, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.06% — -849,051 -100.0% Q3 2025 Nov 13, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.12% — -607,095 -100.0% Q3 2025 Nov 10, 2025
RMG Wealth Management LLC History Closed out 0 0 — 3.66% — -509,191 -100.0% Q3 2025 Oct 30, 2025
Strategic Investment Advisors / MI History Closed out 0 0 — 0.0% — -257,741 -100.0% Q3 2025 Dec 17, 2025
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 — 7.08% — -190,557 -100.0% Q3 2025 Oct 08, 2025
Yeomans Consulting Group, Inc. History Closed out 0 0 — 2.47% — -140,385 -100.0% Q3 2025 Oct 16, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 — 0.01% — -122,223 -100.0% Q3 2025 Nov 13, 2025
Canal Insurance CO History Closed out 0 0 — 0.85% — -78,000 -100.0% Q3 2025 Oct 27, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 — 0.26% — -72,315 -100.0% Q3 2025 Nov 12, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.11% — -63,333 -100.0% Q3 2025 Nov 14, 2025
Private Advisory Group LLC History Closed out 0 0 — 0.26% — -62,321 -100.0% Q3 2025 Nov 10, 2025
Seed Wealth Management, Inc. History Closed out 0 0 — 1.97% — -55,892 -100.0% Q3 2025 Oct 15, 2025
Legacy Capital Wealth Partners, LLC History Closed out 0 0 — 0.59% — -52,889 -100.0% Q3 2025 Nov 13, 2025
Bulwark Capital Corp History Closed out 0 0 — 2.03% — -51,151 -100.0% Q3 2025 Oct 14, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.58% — -45,126 -100.0% Q3 2025 Oct 20, 2025
Buck Wealth Strategies, LLC History Closed out 0 0 — 0.27% — -38,144 -100.0% Q3 2025 Nov 04, 2025
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Closed out 0 0 — 0.3% — -30,539 -100.0% Q3 2025 Nov 13, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.12% — -19,379 -100.0% Q3 2025 Oct 31, 2025
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.06% — -18,115 -100.0% Q3 2025 Nov 12, 2025
Garde Capital, Inc. History Closed out 0 0 — 0.04% — -16,474 -100.0% Q3 2025 Dec 16, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -12,840 -100.0% Q3 2025 Nov 14, 2025
KANE INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.3% — -12,065 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.03% — -10,770 -100.0% Q3 2025 Oct 21, 2025
Luminist Capital LLC History Closed out 0 0 — 0.45% — -10,224 -100.0% Q3 2025 Nov 14, 2025
MMBG INVESTMENT ADVISORS CO. History Closed out 0 0 — 0.04% — -9,535 -100.0% Q3 2025 Nov 07, 2025
Palisades Hudson Asset Management, L.P. History Closed out 0 0 — 0.16% — -8,645 -100.0% Q3 2025 Nov 06, 2025
Atlas Private Wealth Advisors History Closed out 0 0 — 0.08% — -6,770 -100.0% Q3 2025 Nov 04, 2025
BARD ASSOCIATES INC History Reduced 10 0 — 0.09% — -6,669 -99.85% Q4 2025 Feb 13, 2026
Rede Wealth, LLC History Closed out 0 0 — 0.26% — -6,446 -100.0% Q3 2025 Oct 29, 2025
Summit Asset Management, LLC History Closed out 0 0 — 0.05% — -6,275 -100.0% Q3 2025 Nov 06, 2025
VIEWPOINT INVESTMENT PARTNERS CORP History Closed out 0 0 — 0.17% — -6,015 -100.0% Q3 2025 Oct 31, 2025
Waldron Private Wealth LLC History Closed out 0 0 — 0.01% — -5,962 -100.0% Q3 2025 Oct 30, 2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Closed out 0 0 — 0.02% — -5,528 -100.0% Q3 2025 Oct 15, 2025
Beta Wealth Group, Inc. History Closed out 0 0 — 0.1% — -5,215 -100.0% Q3 2025 Nov 07, 2025
Nicholas Hoffman & Company, LLC. History Closed out 0 0 — 0.01% — -5,156 -100.0% Q3 2025 Nov 12, 2025
Sharper & Granite LLC History Closed out 0 0 — 0.09% — -4,982 -100.0% Q3 2025 Oct 16, 2025
D L CARLSON INVESTMENT GROUP INC History Closed out 0 0 — 0.04% — -4,956 -100.0% Q3 2025 Nov 14, 2025
May Hill Capital, LLC History Closed out 0 0 — 0.07% — -4,916 -100.0% Q3 2025 Nov 07, 2025
Redhawk Wealth Advisors, Inc. History Closed out 0 0 — 0.03% — -4,883 -100.0% Q3 2025 Oct 09, 2025
Krilogy Financial LLC History Closed out 0 0 — 0.01% — -4,358 -100.0% Q3 2025 Nov 06, 2025
FIDUCIARY FINANCIAL GROUP, LLC History Closed out 0 0 — 0.04% — -4,354 -100.0% Q3 2025 Oct 10, 2025
Optivise Advisory Services LLC History Closed out 0 0 — 0.13% — -4,338 -100.0% Q3 2025 Oct 17, 2025
PEDDOCK CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.05% — -4,302 -100.0% Q3 2025 Oct 17, 2025
Williams Jones Wealth Management, LLC. History Closed out 0 0 — 0.0% — -4,252 -100.0% Q3 2025 Nov 14, 2025
Carmel Capital Partners, LLC History Closed out 0 0 — 0.09% — -4,128 -100.0% Q3 2025 Oct 30, 2025
NORTHCAPE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.06% — -4,000 -100.0% Q3 2025 Nov 04, 2025
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 — 0.0% — -3,700 -100.0% Q3 2025 Nov 13, 2025
GeoWealth Management, LLC History Closed out 0 0 — 0.01% — -3,448 -100.0% Q3 2025 Nov 13, 2025
Sachetta, LLC History Closed out 0 0 — 0.06% — -3,200 -100.0% Q3 2025 Oct 24, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -1,235 -100.0% Q3 2025 Nov 03, 2025
Citizens National Bank Trust Department History Closed out 0 0 — 0.01% — -948 -100.0% Q3 2025 Oct 23, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -910 -100.0% Q3 2025 Nov 14, 2025
ELEVATE WEALTH ADVISORY, INC History Closed out 0 0 — 0.03% — -880 -100.0% Q3 2025 Oct 24, 2025
Rosenberg Matthew Hamilton History Closed out 0 0 — 0.01% — -800 -100.0% Q3 2025 Nov 10, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2025 Nov 14, 2025
Friedenthal Financial History Closed out 0 0 — 0.01% — -497 -100.0% Q3 2025 Oct 15, 2025
Bogart Wealth, LLC History Closed out 0 0 — 0.0% — -482 -100.0% Q3 2025 Oct 27, 2025
FINANCIAL CONSULATE, INC History Closed out 0 0 — 0.0% — -409 -100.0% Q3 2025 Oct 21, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.01% — -379 -100.0% Q3 2025 Oct 15, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Oct 27, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -51 -100.0% Q3 2025 Nov 14, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 04, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2025 Nov 17, 2025
United Financial Planning Group LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Nov 13, 2025
FLAGSHIP WEALTH ADVISORS, LLC History Closed out 0 0 — — — -15 -100.0% Q3 2025 Oct 30, 2025
RICHARDSON FINANCIAL SERVICES INC. History Added to 7 0 — — — +1 16.67% Q4 2025 Jan 22, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 7 0 — — — -1 -12.5% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 14 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Bear Mountain Capital, Inc. History No change 4 0 — — — 0 0.0% Q4 2025 Jan 22, 2026