Grayscale Bitcoin Trust ETF - GBTC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 14,113,593 964,805 13.05% 15.52% 1 -67,607 -0.48% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,750,672 119,675 0.01% 0.01% 2 +912,951 108.98% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 977,214 66,802 0.02% 0.03% 3 -42,860 -4.2% Q4 2025 Feb 11, 2026
ALKEON CAPITAL MANAGEMENT LLC History Added to 920,000 62,891 0.1% 0.09% 4 +270,000 41.54% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 620,363 42,407 0.05% 0.06% 5 -6,065 -0.97% Q4 2025 Feb 06, 2026
Greenwich Wealth Management LLC History Reduced 635,001 40,272 1.8% 2.64% 6 -1,896 -0.3% Q4 2025 Feb 10, 2026
IMC-Chicago, LLC History Added to 455,700 31,151 0.01% 0.01% 7 +247,499 118.88% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Reduced 437,622 29,915 0.0% 0.01% 8 -43,178 -8.98% Q4 2025 Feb 17, 2026
MSRH, LLC History New 422,078 28,853 32.21% — 9 +422,078 New Q4 2025 Apr 06, 2026
MAD RIVER INVESTORS History Reduced 360,454 24,640 11.22% 13.86% 10 -500 -0.14% Q4 2025 Feb 06, 2026
Wealthfront Advisers LLC History Reduced 354,702 24,247 0.05% 0.08% 11 -18,728 -5.02% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Reduced 342,041 23,381 0.0% 0.01% 12 -283,497 -45.32% Q4 2025 Feb 12, 2026
EagleClaw Capital Managment, LLC History Reduced 332,841 22,753 3.29% 4.2% 13 -1,625 -0.49% Q4 2025 Feb 10, 2026
Vident Advisory, LLC History Reduced 332,800 22,750 0.21% 0.36% 14 -84,600 -20.27% Q4 2025 Feb 18, 2026
Moors & Cabot, Inc. History Reduced 315,519 21,568 0.92% 1.24% 15 -382 -0.12% Q4 2025 Feb 10, 2026
Multicoin Capital Management, LLC History Reduced 302,251 20,661 18.06% 43.26% 16 -1,019,557 -77.13% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 290,900 19,885 0.01% 0.01% 17 +101,856 53.88% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 283,835 19,402 0.94% 1.55% 18 -1,113 -0.39% Q4 2025 Jan 28, 2026
One Charles Private Wealth Services, LLC History Reduced 278,603 19,045 4.92% 6.82% 19 -10,807 -3.73% Q4 2025 Feb 06, 2026
Beaumont Financial Advisors, LLC History Reduced 271,467 18,557 1.22% 1.65% 20 -2,901 -1.06% Q4 2025 Jan 16, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 259,925 17,768 0.05% 0.07% 21 -8,653 -3.22% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 221,130 16,929 0.02% 0.03% 22 +20,951 10.47% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Reduced 243,904 16,673 0.07% 0.1% 23 -15,762 -6.07% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 232,691 15,906 0.42% 0.03% 24 +214,937 1210.64% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Reduced 556,244 15,441 0.35% 0.56% 25 -164,865 -22.86% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 207,463 14,182 0.02% 0.03% 26 -21,054 -9.21% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 159,795 13,938 0.04% 0.04% 27 +14,139 9.71% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 184,647 13,331 0.02% 0.03% 28 -5,677 -2.98% Q4 2025 Jan 08, 2026
Cetera Investment Advisers History Added to 184,976 12,644 0.01% 0.01% 29 +132,219 250.62% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 173,207 11,840 0.01% 0.02% 30 +2,088 1.22% Q4 2025 Feb 13, 2026
RBF Capital, LLC History No change 150,000 10,254 0.46% 0.6% 31 0 0.0% Q4 2025 Feb 17, 2026
Atlas Wealth Partners, LLC History Reduced 142,712 9,755 10.72% 13.41% 32 -3,646 -2.49% Q4 2025 Jan 26, 2026
Creative Planning History Added to 135,990 9,296 0.01% 0.01% 33 +788 0.58% Q4 2025 Feb 17, 2026
Sloy Dahl & Holst, LLC History Reduced 134,430 9,189 1.1% 1.28% 34 -318 -0.24% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Added to 134,253 9,177 0.6% 0.78% 35 +4,221 3.25% Q4 2025 Jan 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 127,107 8,689 0.11% 0.17% 36 -2,525 -1.95% Q4 2025 Feb 10, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 123,500 8,442 0.56% 0.84% 37 0 0.0% Q4 2025 Feb 17, 2026
SLT Holdings LLC History Added to 122,775 8,392 5.4% 7.12% 38 +173 0.14% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 120,100 8,210 0.01% 0.0% 39 +87,900 272.98% Q4 2025 Feb 12, 2026
Pasadena Private Wealth, LLC History Reduced 119,266 8,152 1.11% 1.57% 40 -2,096 -1.73% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 118,945 8,131 0.05% 0.07% 41 -1,156 -0.96% Q4 2025 Feb 03, 2026
IEQ CAPITAL, LLC History Added to 117,106 8,005 0.02% 0.03% 42 +4,000 3.54% Q4 2025 Feb 13, 2026
Fielder Capital Group LLC History Reduced 112,760 7,708 1.64% 2.46% 43 -7,706 -6.4% Q4 2025 Feb 10, 2026
Once Capital Management, LLC History No change 107,700 7,362 1.51% 2.14% 44 0 0.0% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 107,329 7,337 0.02% 0.03% 45 -228 -0.21% Q4 2025 Feb 17, 2026
Birch Hill Investment Advisors LLC History No change 102,850 7,030 0.29% 0.39% 46 0 0.0% Q4 2025 Jan 27, 2026
Citrine Capital LLC History Reduced 101,811 6,959 3.23% 4.29% 47 -1,413 -1.37% Q4 2025 Jan 20, 2026
ICONIQ Capital, LLC History No change 101,575 6,943 0.1% 0.11% 48 0 0.0% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 100,737 6,886 0.03% 0.04% 49 -699 -0.69% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 100,000 6,836 0.0% 0.0% 50 0 0.0% Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Reduced 95,690 6,541 0.68% 0.93% 51 -1,622 -1.67% Q4 2025 Jan 20, 2026
MORGAN STANLEY History Added to 93,441 6,387 0.0% 0.0% 52 +52,794 129.88% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 92,156 6,299 0.21% 0.31% 53 -7,759 -7.77% Q4 2025 Feb 06, 2026
Claro Advisors Inc. History Reduced 90,190 6,165 0.84% 1.18% 54 -264 -0.29% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 87,523 5,983 0.0% 0.0% 55 -5,885 -6.3% Q4 2025 Feb 18, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 85,252 5,827 0.48% 0.68% 56 -3,122 -3.53% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Added to 82,156 5,616 0.01% 0.01% 57 +5,980 7.85% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Reduced 77,934 5,327 0.39% 0.52% 58 -638 -0.81% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 76,407 5,223 0.07% 0.1% 59 +2,734 3.71% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History Reduced 76,266 5,213 1.01% 1.33% 60 -275 -0.36% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History No change 75,957 5,192 0.06% 0.07% 61 0 0.0% Q4 2025 Feb 10, 2026
Haven Private, LLC History Reduced 73,437 5,020 2.2% 2.92% 62 -112 -0.15% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 72,584 4,961 0.01% 0.01% 63 +23,951 49.25% Q4 2025 Feb 18, 2026
Farther Finance Advisors, LLC History Added to 72,070 4,926 0.05% 0.1% 64 +1,190 1.68% Q4 2025 Jan 23, 2026
Variant Private Wealth, LLC History Reduced 71,666 4,899 5.09% 8.08% 65 -25,820 -26.49% Q4 2025 Jan 26, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 69,568 4,755 0.0% 0.0% 66 -26,305 -27.44% Q4 2025 Feb 10, 2026
WESCAP Management Group, Inc. History Reduced 69,176 4,728 0.96% 1.37% 67 -3,353 -4.62% Q4 2025 Feb 11, 2026
Guild Investment Management, Inc. History Added to 67,325 4,602 3.41% 4.77% 68 +390 0.58% Q4 2025 Jan 21, 2026
Palumbo Wealth Management LLC History New 67,259 4,597 1.13% — 69 +67,259 New Q4 2025 Jan 21, 2026
Ascension Capital Advisors, Inc. History Reduced 65,907 4,505 1.55% 2.39% 70 -2,546 -3.72% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 64,428 4,404 0.08% 0.13% 71 +1,074 1.7% Q4 2025 Feb 06, 2026
MONECO ADVISORS, LLC History Reduced 64,271 4,393 0.35% 0.52% 72 -5,149 -7.42% Q4 2025 Feb 04, 2026
Kovitz Investment Group Partners, LLC History Added to 64,222 4,390 0.1% 0.01% 73 +41,120 177.99% Q4 2025 Feb 20, 2026
SELDON CAPITAL LP History Reduced 64,207 4,389 1.52% 2.09% 74 -1,900 -2.87% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 62,791 4,292 0.01% 0.01% 75 +10,923 21.06% Q4 2025 Feb 11, 2026
NewEdge Wealth, LLC History Added to 60,855 4,160 0.05% 0.07% 76 +284 0.47% Q4 2025 Feb 03, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Reduced 60,217 4,116 1.83% 3.14% 77 -19,994 -24.93% Q4 2025 Jan 20, 2026
Pekin Hardy Strauss, Inc. History Added to 58,419 3,993 0.37% 0.46% 78 +6,881 13.35% Q4 2025 Jan 30, 2026
Legacy Wealth Asset Management, LLC History Reduced 56,309 3,849 0.95% 1.39% 80 -7,524 -11.79% Q4 2025 Jan 12, 2026
Keystone Financial Group History Added to 56,312 3,849 0.28% 0.35% 79 +83 0.15% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 56,195 3,842 0.17% 0.23% 81 0 0.0% Q4 2025 Feb 09, 2026
Virtu Financial LLC History Added to 55,584 3,800 0.15% 0.12% 82 +32,573 141.55% Q4 2025 Feb 23, 2026
Bleakley Financial Group, LLC History Added to 55,363 3,784 0.07% 0.12% 83 +65 0.12% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 55,008 3,760 0.05% 0.06% 84 0 0.0% Q4 2025 Jan 29, 2026
NTV ASSET MANAGEMENT LLC History Reduced 52,485 3,587 0.38% 0.51% 85 -2 -0.0% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History No change 51,616 3,528 0.0% 0.01% 86 0 0.0% Q4 2025 Feb 13, 2026
Convergence Financial, LLC History No change 51,460 3,517 0.51% 0.69% 87 0 0.0% Q4 2025 Feb 11, 2026
Verde Capital Management History Reduced 51,322 3,508 0.75% 1.03% 88 -687 -1.32% Q4 2025 Feb 06, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 49,845 3,407 0.81% 1.08% 89 -2,177 -4.18% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 47,613 3,254 0.0% 0.01% 90 -3,110 -6.13% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Reduced 47,418 3,241 0.03% 0.05% 91 -8,231 -14.79% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Added to 80,990 3,234 0.0% 0.01% 92 +33,457 70.39% Q4 2025 Mar 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 46,863 3,203 0.0% 0.0% 93 -2,876 -5.78% Q4 2025 Feb 06, 2026
Walleye Trading LLC History Added to 45,900 3,137 0.0% 0.01% 94 +3,800 9.03% Q4 2025 Feb 13, 2026
EFG International AG History New 45,050 3,079 0.06% — 95 +45,050 New Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 44,162 3,018 0.21% 0.27% 96 -265 -0.6% Q4 2025 Feb 12, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 43,676 2,985 2.02% 2.61% 97 -40 -0.09% Q4 2025 Feb 04, 2026
FAGAN ASSOCIATES, INC. History Reduced 43,053 2,943 0.39% 0.54% 98 -231 -0.53% Q4 2025 Jan 30, 2026
HFG Wealth Management, LLC History Reduced 43,020 2,940 1.62% 2.2% 99 -2,102 -4.66% Q4 2025 Jan 16, 2026
NewEdge Advisors, LLC History Reduced 42,652 2,915 0.01% 0.02% 100 -5,278 -11.01% Q4 2025 Feb 18, 2026
Wealthspire Advisors, LLC History Reduced 42,395 2,898 0.02% 0.02% 101 -318 -0.74% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 40,506 2,769 0.03% 0.13% 102 -81,037 -66.67% Q4 2025 Jan 15, 2026
MGO ONE SEVEN LLC History Added to 39,296 2,686 0.05% 0.07% 103 +4,384 12.56% Q4 2025 Feb 03, 2026
Prosperity Financial Group, Inc. History Reduced 39,055 2,669 0.96% 1.35% 104 -1,985 -4.84% Q4 2025 Jan 26, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 38,536 2,634 0.01% 0.01% 105 -698 -1.78% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Added to 37,739 2,579 0.14% 0.19% 106 +582 1.57% Q4 2025 Jan 07, 2026
Visionary Wealth Advisors History Reduced 36,811 2,516 0.11% 0.16% 107 -1,631 -4.24% Q4 2025 Feb 13, 2026
TigerOak Management, L.L.C. History Reduced 36,432 2,490 0.76% 1.02% 108 -143 -0.39% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 35,561 2,430 0.01% 0.02% 109 +9,519 36.55% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 35,492 2,426 0.81% — 110 +35,492 New Q4 2025 Mar 27, 2026
SPROTT INC. History Added to 35,438 2,422 0.08% 0.11% 111 +1,183 3.45% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 35,115 2,400 0.03% 0.07% 112 -37,035 -51.33% Q4 2025 Feb 13, 2026
ACT CAPITAL MANAGEMENT, LLC History New 34,400 2,351 1.9% — 113 +34,400 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 33,490 2,289 0.08% 0.12% 114 -805 -2.35% Q4 2025 Jan 21, 2026
Private Advisor Group, LLC History Reduced 33,298 2,276 0.01% 0.02% 115 -3,543 -9.62% Q4 2025 Feb 17, 2026
Compass Ion Advisors, LLC History Reduced 33,282 2,275 0.22% 0.29% 116 -743 -2.18% Q4 2025 Jan 29, 2026
Interchange Capital Partners, LLC History Reduced 33,182 2,268 0.42% 0.62% 117 -2,031 -5.77% Q4 2025 Jan 30, 2026
B. Riley Wealth Advisors, Inc. History Added to 33,038 2,258 0.1% 0.13% 118 +575 1.77% Q4 2025 Feb 17, 2026
PYA Waltman Capital, LLC History Reduced 33,010 2,256 0.61% 0.85% 119 -2,334 -6.6% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Reduced 32,813 2,243 0.02% 0.03% 120 -958 -2.84% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 32,247 2,204 0.01% — 121 +32,247 New Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History No change 32,107 2,194 0.12% 0.15% 122 0 0.0% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History Added to 32,048 2,190 0.0% 0.0% 123 +13,448 72.3% Q4 2025 Feb 12, 2026
Curi Capital, LLC History Added to 31,133 2,128 0.04% 0.05% 124 +1,385 4.66% Q4 2025 Feb 17, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 30,940 2,115 0.43% 0.55% 125 0 0.0% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 30,737 2,101 0.0% 0.0% 126 +2,061 7.19% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Reduced 30,595 2,091 0.16% 0.21% 127 -300 -0.97% Q4 2025 Jan 29, 2026
FLOW TRADERS U.S. LLC History New 30,363 2,076 0.07% — 128 +30,363 New Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 29,311 2,003 0.13% 0.19% 129 -2,833 -8.81% Q4 2025 Feb 05, 2026
Benson Wealth Management INC History New 29,272 2,001 2.23% — 130 +29,272 New Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History No change 28,792 1,968 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 28,705 1,962 0.05% 0.06% 132 +4,986 21.02% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 28,026 1,915 0.01% 0.01% 133 +5,331 23.49% Q4 2025 Feb 13, 2026
Finer Wealth Management, Inc. History Reduced 27,871 1,905 0.92% 1.28% 134 -781 -2.73% Q4 2025 Jan 21, 2026
SJS Investment Consulting Inc. History Added to 27,578 1,885 0.24% 0.34% 135 +13 0.05% Q4 2025 Jan 21, 2026
Osbon Capital Management LLC History New 27,485 1,878 1.76% — 136 +27,485 New Q4 2025 Mar 16, 2026
Diligent Investors, LLC History Reduced 27,421 1,874 0.46% 0.63% 137 -526 -1.88% Q4 2025 Jan 23, 2026
CURA WEALTH ADVISORS, LLC History No change 27,390 1,872 0.71% 0.94% 138 0 0.0% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 27,281 1,864 0.0% 0.0% 139 +2,500 10.09% Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Reduced 27,216 1,860 0.0% 0.01% 140 -4,362 -13.81% Q4 2025 Feb 12, 2026
Canton Hathaway, LLC History No change 27,200 1,859 0.36% 0.47% 141 0 0.0% Q4 2025 Jan 21, 2026
Illumine Investment Management, LLC History Reduced 27,085 1,851 1.35% 1.73% 142 -20 -0.07% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 26,910 1,839 0.01% 0.01% 143 -738 -2.67% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History Reduced 25,058 1,712 0.03% 0.05% 144 -6,575 -20.79% Q4 2025 Jan 23, 2026
HEADINVEST, LLC History New 25,000 1,709 0.34% — 145 +25,000 New Q4 2025 Feb 02, 2026
FORTEM FINANCIAL GROUP, LLC History No change 24,657 1,685 0.45% 0.64% 146 0 0.0% Q4 2025 Feb 04, 2026
TSFG, LLC History Reduced 24,592 1,681 0.25% 0.35% 147 -25 -0.1% Q4 2025 Feb 04, 2026
SAPIENT CAPITAL LLC History Reduced 24,487 1,680 0.02% 0.03% 148 -1 -0.0% Q4 2025 Feb 05, 2026
EPIQ PARTNERS, LLC History Reduced 24,100 1,647 0.77% 1.06% 149 -950 -3.79% Q4 2025 Jan 07, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 24,048 1,643 0.13% 0.22% 150 0 0.0% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 23,830 1,628 0.02% 0.03% 151 -13,355 -35.92% Q4 2025 Feb 13, 2026
Abacus Planning Group, Inc. History No change 23,738 1,622 0.22% 0.29% 152 0 0.0% Q4 2025 Jan 16, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 23,579 1,611 1.18% 1.67% 153 -10 -0.04% Q4 2025 Feb 20, 2026
Spire Wealth Management History Reduced 23,280 1,591 0.05% 0.07% 154 -1,181 -4.83% Q4 2025 Jan 14, 2026
WEDBUSH SECURITIES INC History Added to 23,006 1,573 0.05% 0.06% 155 +4,081 21.56% Q4 2025 Feb 12, 2026
Quadcap Wealth Management, LLC History No change 22,963 1,569 0.18% 0.24% 156 0 0.0% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 22,789 1,557 0.05% 0.08% 157 +391 1.75% Q4 2025 Feb 04, 2026
NWAM LLC History Reduced 22,676 1,550 0.09% 0.11% 158 -77 -0.34% Q4 2025 Feb 04, 2026
CHOREO, LLC History Reduced 22,564 1,548 0.02% 0.03% 159 -774 -3.32% Q4 2025 Jan 23, 2026
Jaffetilchin Investment Partners, LLC History Reduced 22,636 1,547 0.09% 0.12% 160 -290 -1.26% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 22,546 1,541 0.01% 0.02% 161 +623 2.84% Q4 2025 Feb 18, 2026
Financial Management Professionals, Inc. History Reduced 22,417 1,532 0.16% 0.21% 162 -125 -0.55% Q4 2025 Jan 27, 2026
Aurora Private Wealth, Inc. History New 22,401 1,531 1.01% — 163 +22,401 New Q4 2025 Feb 02, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 1,528 0.65% 0.81% 164 -21,953 -100.0% Q3 2025 Nov 14, 2025
CRA Financial Services, LLC History Reduced 22,305 1,524 0.2% 0.29% 165 -1,548 -6.49% Q4 2025 Jan 16, 2026
TRUE Private Wealth Advisors History Reduced 22,117 1,511 0.15% 0.2% 166 -40 -0.18% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 22,003 1,504 0.07% 0.11% 167 -7,501 -25.42% Q4 2025 Feb 17, 2026
Alamea Verwaltungs GmbH History No change 22,446 1,502 1.01% 1.38% 168 0 0.0% Q4 2025 Feb 13, 2026
PHILADELPHIA TRUST CO History No change 21,620 1,478 0.1% 0.14% 169 0 0.0% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 21,129 1,444 0.01% 0.01% 170 -10,796 -33.82% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 21,076 1,440 0.03% 0.06% 171 -4,849 -18.7% Q4 2025 Feb 03, 2026
Upper Left Wealth Management, LLC History Added to 20,957 1,432 0.87% 1.18% 172 +26 0.12% Q4 2025 Jan 22, 2026
Perigon Wealth Management, LLC History Added to 20,946 1,431 0.03% 0.04% 173 +298 1.44% Q4 2025 Jan 16, 2026
Pallas Capital Advisors LLC History No change 20,615 1,409 0.05% 0.07% 174 0 0.0% Q4 2025 Jan 14, 2026
Joseph P. Lucia & Associates, LLC History Reduced 20,526 1,403 0.51% 0.7% 175 -214 -1.03% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 20,180 1,379 0.01% — 176 +20,180 New Q4 2025 Feb 18, 2026
SeaCrest Wealth Management, LLC History Reduced 19,335 1,372 0.14% 0.21% 177 -1,248 -6.06% Q4 2025 Jan 12, 2026
Evolution Wealth Advisors, LLC History New 19,881 1,359 0.14% — 178 +19,881 New Q4 2025 Jan 12, 2026
Soltis Investment Advisors LLC History Reduced 19,519 1,334 0.09% 0.13% 179 -908 -4.45% Q4 2025 Apr 02, 2026
Ballast Financial Advisors LLC History New 19,161 1,309 1.35% — 180 +19,161 New Q4 2025 Feb 17, 2026
Almanack Investment Partners, LLC. History No change 19,086 1,304 0.22% 0.26% 181 0 0.0% Q4 2025 Jan 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 19,070 1,303 0.01% 0.02% 182 -2,352 -10.98% Q4 2025 Feb 12, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 19,009 1,299 0.13% 0.18% 183 -518 -2.65% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Added to 18,967 1,296 0.06% 0.08% 184 +1,273 7.19% Q4 2025 Feb 13, 2026
OakTrust Wealth Advisors, LLC History New 18,627 1,273 1.17% — 185 +18,627 New Q4 2025 Feb 27, 2026
ROYAL BANK OF CANADA History New 18,444 1,262 0.0% — 186 +18,444 New Q4 2025 Feb 17, 2026
Integras Partners LLC History Added to 18,455 1,261 1.02% 1.33% 187 +58 0.32% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Added to 18,235 1,246 0.01% 0.02% 188 +1,546 9.26% Q4 2025 Jan 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 18,148 1,240 0.07% 0.1% 189 -500 -2.68% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Added to 18,064 1,234 0.04% 0.04% 190 +4,719 35.36% Q4 2025 Jan 20, 2026
MATAURO, LLC History Reduced 17,797 1,216 0.18% 0.27% 191 -1,180 -6.22% Q4 2025 Jan 16, 2026
FWG Holdings, LLC History No change 13,731 1,189 0.45% 0.51% 192 0 0.0% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Reduced 17,318 1,183 0.01% 0.02% 193 -110 -0.63% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History New 17,303 1,182 0.0% — 194 +17,303 New Q4 2025 Feb 17, 2026
Milestone Asset Management Group, LLC History Reduced 17,294 1,182 0.67% 1.0% 195 -394 -2.23% Q4 2025 Feb 03, 2026
HCR Wealth Advisors History Reduced 17,279 1,181 0.12% 0.17% 196 -33 -0.19% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Reduced 17,190 1,175 0.02% 0.03% 197 -260 -1.49% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 16,689 1,140 0.01% 0.01% 198 +4,880 41.32% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History New 16,529 1,129 0.03% — 199 +16,529 New Q4 2025 Feb 10, 2026
VestGen Advisors, LLC History Added to 16,398 1,120 0.05% 0.04% 200 +1,631 11.04% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Reduced 16,310 1,114 0.08% 0.37% 201 -36,902 -69.35% Q4 2025 Jan 20, 2026
HUB Investment Partners, LLC History Reduced 16,247 1,110 0.03% 0.05% 202 -139 -0.85% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 16,199 1,107 0.0% 0.0% 203 +3,628 28.86% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,117 1,101 0.03% 0.04% 204 +335 2.12% Q4 2025 Feb 09, 2026
AE Wealth Management LLC History Reduced 15,937 1,089 0.01% 0.01% 205 -625 -3.77% Q4 2025 Jan 26, 2026
Formidable Asset Management, LLC History Reduced 12,040 1,080 0.16% 0.17% 206 -795 -6.19% Q4 2025 Jan 16, 2026
Exit Wealth Advisors, LLC. History Reduced 15,706 1,073 0.63% 1.02% 207 -1,353 -7.93% Q4 2025 Feb 10, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 15,614 1,067 0.17% 0.26% 208 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Reduced 15,577 1,064 0.01% 0.02% 209 -5,235 -25.15% Q4 2025 Jan 20, 2026
GABLES CAPITAL MANAGEMENT INC. History Added to 15,495 1,059 0.45% 0.5% 210 +2,500 19.24% Q4 2025 Feb 06, 2026
Copia Wealth Management History Reduced 15,292 1,045 0.75% 1.05% 211 -422 -2.69% Q4 2025 Feb 06, 2026
NorthRock Partners, LLC History Added to 15,153 1,035 0.02% 0.02% 212 +109 0.72% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Added to 15,049 1,028 0.01% 0.01% 213 +632 4.38% Q4 2025 Jan 27, 2026
Midwest Trust Co History No change 14,754 1,008 0.01% 0.02% 214 0 0.0% Q4 2025 Feb 04, 2026
Curran Financial Partners, LLC History Reduced 14,574 996 0.19% 0.27% 215 -664 -4.36% Q4 2025 Jan 22, 2026
Quadrant Private Wealth Management, LLC History Added to 14,550 994 0.16% 0.23% 216 +703 5.08% Q4 2025 Jan 26, 2026
Pilgrim Partners Asia Pte Ltd History No change 14,500 991 0.47% 0.58% 217 0 0.0% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 14,490 990 0.05% 0.07% 218 0 0.0% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 14,369 982 0.02% 0.03% 219 -51 -0.35% Q4 2025 Jan 14, 2026
Ameritas Advisory Services, LLC History Added to 14,340 980 0.04% 0.07% 220 +2,404 20.14% Q4 2025 Feb 04, 2026
Mills Wealth Advisors LLC History Reduced 14,315 978 0.39% 0.52% 221 -31 -0.22% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 14,222 972 0.04% 0.02% 222 +9,063 175.67% Q4 2025 Feb 09, 2026
Belvedere Trading LLC History Reduced 14,000 957 0.0% 0.0% 223 -7,514 -34.93% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Added to 13,958 954 0.01% 0.01% 224 +85 0.61% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 13,939 952 0.0% 0.0% 225 +2,989 27.3% Q4 2025 Feb 12, 2026
SevenBridge Financial Group, LLC History No change 13,826 944 0.15% 0.18% 226 0 0.0% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Reduced 13,727 938 0.02% 0.03% 227 -440 -3.11% Q4 2025 Jan 28, 2026
Fortis Capital Management LLC History Added to 13,711 937 0.12% 0.14% 229 +2,266 19.8% Q4 2025 Feb 13, 2026
Aries Wealth Management History Reduced 13,720 937 0.21% 0.31% 228 -825 -5.67% Q4 2025 Jan 30, 2026
Malaga Cove Capital, LLC History No change 13,659 933 0.32% 0.44% 230 0 0.0% Q4 2025 Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 13,547 926 0.01% 0.0% 231 +10,750 384.34% Q4 2025 Jan 30, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 13,531 924 0.28% 0.38% 232 0 0.0% Q4 2025 Jan 13, 2026
Hartmann Taylor Wealth Management, LLC History Added to 13,455 919 0.62% 0.16% 233 +11,000 448.07% Q4 2025 Jan 15, 2026
Chicago Partners Investment Group LLC History Added to 13,051 911 0.02% 0.03% 234 +606 4.87% Q4 2025 Jan 28, 2026
Maridea Wealth Management LLC History Reduced 13,272 907 0.14% 0.29% 235 -8,000 -37.61% Q4 2025 Jan 08, 2026
DELTEC ASSET MANAGEMENT LLC History No change 13,250 905 0.15% 0.2% 236 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History No change 13,220 903 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 12, 2026
NavPoint Financial, Inc. History Added to 13,200 902 0.39% 0.12% 238 +10,600 407.69% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Reduced 12,998 888 0.02% 0.04% 239 -3,802 -22.63% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 12,863 879 0.01% 0.02% 240 -3,919 -23.35% Q4 2025 Jan 21, 2026
Wealth Alliance Advisory Group, LLC History No change 12,744 871 0.15% 0.21% 241 0 0.0% Q4 2025 Jan 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 12,739 870 0.07% 0.07% 242 +1,687 15.26% Q4 2025 Jan 23, 2026
Embree Financial Group History Added to 12,687 867 0.11% 0.14% 243 +1,050 9.02% Q4 2025 Jan 14, 2026
Aspen Grove Capital, LLC History No change 12,655 865 0.15% 0.19% 244 0 0.0% Q4 2025 Feb 17, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 12,429 849 0.1% 0.12% 245 +1,244 11.12% Q4 2025 Feb 12, 2026
Western Wealth Management, LLC History Added to 12,320 842 0.04% 0.05% 246 +1,652 15.49% Q4 2025 Feb 05, 2026
Fund Advisors of America Inc/FL History New 12,160 831 0.76% — 247 +12,160 New Q4 2025 Mar 13, 2026
Berger Financial Group, Inc History Reduced 11,925 815 0.05% 0.08% 248 -2,143 -15.23% Q4 2025 Jan 27, 2026
Dakota Wealth Management History Reduced 11,922 814 0.01% 0.02% 249 -9 -0.08% Q4 2025 Jan 13, 2026
Independent Advisor Alliance History Reduced 11,851 810 0.02% 0.03% 250 -2,236 -15.87% Q4 2025 Feb 04, 2026
Edge Financial Advisors LLC History No change 11,820 808 0.34% 0.48% 251 0 0.0% Q4 2025 Jan 28, 2026
VISTA FINANCE, LLC History Reduced 11,793 806 0.53% 0.77% 252 -1,194 -9.19% Q4 2025 Jan 27, 2026
Plancorp, LLC History No change 11,726 801 0.02% 0.03% 253 0 0.0% Q4 2025 Feb 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 11,633 795 0.06% 0.1% 254 -3,809 -24.67% Q4 2025 Feb 12, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 11,600 792 0.03% 0.04% 255 0 0.0% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 11,461 783 0.01% 0.02% 256 -2,055 -15.2% Q4 2025 Feb 05, 2026
Essex Financial Services, Inc. History No change 11,319 773 0.04% 0.06% 257 0 0.0% Q4 2025 Feb 10, 2026
Modern Wealth Management, LLC History Reduced 11,225 767 0.01% 0.02% 258 -2,020 -15.25% Q4 2025 Feb 17, 2026
SMITH, MOORE & CO. History Added to 11,216 766 0.06% 0.06% 259 +2,160 23.85% Q4 2025 Jan 23, 2026
DIVERSIFIED MANAGEMENT INC History New 11,193 765 0.18% — 260 +11,193 New Q4 2025 Jan 26, 2026
PFG Investments, LLC History Reduced 11,171 763 0.04% 0.06% 262 -1,412 -11.22% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History No change 11,175 763 0.01% 0.01% 261 0 0.0% Q4 2025 Feb 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 11,010 753 0.01% 0.01% 263 -500 -4.34% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 11,005 752 0.01% 0.01% 264 +3,134 39.82% Q4 2025 Feb 19, 2026
Smartleaf Asset Management LLC History Added to 10,910 748 0.03% 0.0% 265 +10,894 68087.5% Q4 2025 Feb 13, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 10,894 744 0.24% 0.16% 266 -73 -0.67% Q4 2025 Jan 27, 2026
180 WEALTH ADVISORS, LLC History Reduced 10,879 743 0.08% 0.17% 267 -4,484 -29.19% Q4 2025 Jan 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 10,788 737 0.01% 0.02% 268 +32 0.3% Q4 2025 Jan 23, 2026
IRIDIAN ASSET MANAGEMENT LLC/CT History No change 10,559 721 0.27% 0.37% 269 0 0.0% Q4 2025 Jan 23, 2026
Coppell Advisory Solutions LLC History Reduced 10,467 718 0.07% 0.11% 270 -1,340 -11.35% Q4 2025 Feb 17, 2026
Sage Investment Advisers LLC History New 10,500 717 0.54% — 271 +10,500 New Q4 2025 Feb 10, 2026
Spectrum Planning & Advisory Services Inc. History No change 10,289 703 0.36% 0.52% 272 0 0.0% Q4 2025 Feb 10, 2026
Chevy Chase Trust Holdings, LLC History Reduced 10,182 696 0.0% 0.0% 273 -4 -0.04% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 10,131 693 0.05% — 274 +10,131 New Q4 2025 Feb 11, 2026
Keystone Global Partners, LLC History No change 10,147 693 0.3% 0.46% 275 0 0.0% Q4 2025 Jan 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 10,123 692 0.1% 0.14% 276 -51 -0.5% Q4 2025 Jan 12, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 10,116 691 0.55% 0.73% 277 0 0.0% Q4 2025 Jan 16, 2026
New Republic Capital, LLC History No change 10,040 686 0.18% 0.28% 278 0 0.0% Q4 2025 Feb 10, 2026
Glaxis Capital Management, LLC History New 10,000 683 1.17% — 279 +10,000 New Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History No change 10,000 683 0.06% 0.08% 280 0 0.0% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History No change 9,922 678 0.01% 0.01% 281 0 0.0% Q4 2025 Jan 20, 2026
Wilmington Savings Fund Society, FSB History No change 9,870 674 0.02% 0.02% 282 0 0.0% Q4 2025 Feb 12, 2026
Traynor Capital Management, Inc. History Added to 9,817 671 0.04% 0.04% 283 +1,185 13.73% Q4 2025 Jan 12, 2026
Clearwater Capital Advisors, LLC History No change 9,773 668 0.06% 0.07% 284 0 0.0% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Reduced 9,737 665 0.02% 0.05% 285 -5,574 -36.41% Q4 2025 Jan 27, 2026
Montz Harcus Wealth Management LLC History No change 9,741 665 0.27% 0.38% 286 0 0.0% Q4 2025 Jan 22, 2026
Dynamic Advisor Solutions LLC History Reduced 9,715 664 0.02% 0.03% 287 -38 -0.39% Q4 2025 Jan 09, 2026
Westmount Partners, LLC History Added to 9,686 662 0.17% 0.19% 288 +1,703 21.33% Q4 2025 Jan 15, 2026
Global Assets Advisory, LLC History Added to 9,659 660 0.19% 0.23% 289 +1,056 12.27% Q4 2025 Feb 09, 2026
Secure Asset Management, LLC History Added to 9,590 655 0.1% 0.11% 290 +2,170 29.25% Q4 2025 Jan 20, 2026
United Advisor Group, LLC History No change 9,516 650 0.08% 0.11% 291 0 0.0% Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History No change 9,418 643 0.1% 0.13% 292 0 0.0% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 9,220 630 0.0% — 293 +9,220 New Q4 2025 Feb 18, 2026
Arax Advisory Partners History Reduced 9,154 625 0.02% 0.02% 295 -4,146 -31.17% Q4 2025 Feb 13, 2026
DOLIVER ADVISORS, LP History Reduced 9,143 625 0.16% 0.28% 294 -2,973 -24.54% Q4 2025 Jan 06, 2026
CENTAURUS FINANCIAL, INC. History Added to 9,125 624 0.03% 0.03% 296 +1,019 12.57% Q4 2025 Feb 13, 2026
Garde Capital, Inc. History No change 9,137 624 0.04% 0.04% 297 0 0.0% Q4 2025 Feb 10, 2026
Capstone Capital Management Ltd History New 8,907 608 0.58% — 298 +8,907 New Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,773 599 0.01% 0.02% 299 -36 -0.41% Q4 2025 Feb 05, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 8,698 594 0.23% 0.39% 300 -1,431 -14.13% Q4 2025 Jan 27, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 8,188 591 0.09% 0.1% 301 +4,547 124.88% Q4 2025 Jan 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 8,596 589 0.0% 0.0% 302 +4,216 96.26% Q4 2025 Feb 05, 2026
MADDEN SECURITIES Corp History No change 8,585 586 0.18% 0.24% 303 0 0.0% Q4 2025 Feb 04, 2026
Horrell Capital Management, Inc. History Reduced 8,567 585 0.25% 0.32% 304 -6 -0.07% Q4 2025 Feb 03, 2026
AssuredPartners Investment Advisors, LLC History No change 8,560 585 0.09% 0.17% 305 0 0.0% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 8,551 584 0.0% 0.0% 306 +296 3.59% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 8,539 583 0.04% 0.05% 307 +13 0.15% Q4 2025 Jan 13, 2026
Kovack Advisors, Inc. History New 8,521 582 0.03% — 308 +8,521 New Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History No change 8,500 581 0.05% 0.07% 309 0 0.0% Q4 2025 Feb 13, 2026
Fort Point Capital Partners LLC History Added to 7,675 570 0.06% 0.06% 310 +2,190 39.93% Q4 2025 Feb 13, 2026
Rathbones Group PLC History No change 8,330 569 0.0% 0.0% 311 0 0.0% Q4 2025 Feb 06, 2026
Galaxy Group Investments LLC History No change 8,335 569 0.07% 0.04% 312 0 0.0% Q4 2025 Mar 23, 2026
Kingsview Wealth Management, LLC History Added to 8,307 567 0.01% 0.01% 313 +268 3.33% Q4 2025 Feb 09, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 8,284 566 0.12% 0.19% 314 0 0.0% Q4 2025 Feb 13, 2026
Taylor & Morgan Wealth Management, LLC History New 8,274 565 0.32% — 316 +8,274 New Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Added to 8,270 565 0.0% 0.01% 315 +106 1.3% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Reduced 8,233 562 0.01% 0.02% 318 -3,014 -26.8% Q4 2025 Feb 13, 2026
Catalina Capital Group, LLC History Reduced 8,225 562 0.34% 0.47% 319 -275 -3.24% Q4 2025 Jan 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,225 562 0.01% 0.02% 317 0 0.0% Q4 2025 Jan 27, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 8,142 556 0.11% 0.15% 320 -230 -2.75% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 8,080 552 0.01% — 321 +8,080 New Q4 2025 Jan 28, 2026
Equitable Holdings, Inc. History Reduced 8,020 548 0.0% 0.01% 322 -740 -8.45% Q4 2025 Feb 17, 2026
NVWM, LLC History Reduced 8,009 547 0.12% 0.26% 323 -4,846 -37.7% Q4 2025 Jan 20, 2026
Golden State Equity Partners History Reduced 7,990 546 0.09% 0.14% 324 -1,022 -11.34% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Added to 7,945 543 0.02% 0.01% 325 +4,405 124.44% Q4 2025 Jan 06, 2026
Cypress Wealth Services, LLC History No change 7,912 540 0.07% 0.12% 326 0 0.0% Q4 2025 Jan 14, 2026
World Investment Advisors History Added to 7,893 539 0.01% 0.01% 327 +3,234 69.41% Q4 2025 Mar 12, 2026
Empower Advisory Group, LLC History Reduced 7,876 538 0.0% 0.0% 329 -7,265 -47.98% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Reduced 7,876 538 0.01% 0.02% 328 -872 -9.97% Q4 2025 Feb 04, 2026
Beaird Harris Wealth Management, LLC History No change 7,861 537 0.04% 0.05% 330 0 0.0% Q4 2025 Feb 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 7,800 533 0.02% 0.07% 331 -10,450 -57.26% Q4 2025 Feb 09, 2026
Savant Capital, LLC History Added to 7,809 533 0.0% 0.0% 332 +109 1.42% Q4 2025 Feb 10, 2026
Cannell & Spears LLC History Added to 7,765 530 0.01% 0.01% 333 +1,200 18.28% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 7,710 527 0.02% 0.03% 334 +140 1.85% Q4 2025 Feb 06, 2026
Williams Jones Wealth Management, LLC. History No change 7,705 526 0.01% 0.01% 335 0 0.0% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 7,677 524 0.01% 0.01% 336 +2,864 59.51% Q4 2025 Feb 06, 2026
MRP Capital Investments, LLC History No change 7,655 523 0.44% 0.56% 337 0 0.0% Q4 2025 Feb 09, 2026
Revolve Wealth Partners, LLC History No change 7,642 522 0.06% 0.08% 338 0 0.0% Q4 2025 Jan 20, 2026
J.W. COLE ADVISORS, INC. History Added to 10,283 521 0.01% 0.02% 339 +78 0.76% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History Reduced 7,565 517 0.02% 0.06% 340 -5,930 -43.94% Q4 2025 Feb 02, 2026
Verdence Capital Advisors LLC History Reduced 7,524 514 0.03% 0.04% 341 -187 -2.43% Q4 2025 Jan 29, 2026
BCS Wealth Management History Added to 7,514 513 0.05% 0.08% 342 +3,757 100.0% Q4 2025 Jan 26, 2026
Midwest Financial Partners Investments, Inc. History New 7,462 510 0.28% — 343 +7,462 New Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 7,442 508 0.01% 0.02% 344 +1,726 30.2% Q4 2025 Feb 05, 2026
SCOTIA CAPITAL INC. History Reduced 7,346 502 0.0% 0.01% 345 -7,685 -51.13% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 7,305 499 0.01% 0.01% 346 +100 1.39% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 7,195 491 0.0% 0.0% 347 +591 8.95% Q4 2025 Jan 28, 2026
Quent Capital, LLC History Added to 7,151 488 0.04% 0.01% 348 +5,820 437.27% Q4 2025 Jan 29, 2026
Verity Asset Management, Inc. History Added to 7,082 484 0.21% 0.2% 349 +260 3.81% Q4 2025 Jan 30, 2026
Pettinga Financial Advisors LLC History No change 7,079 483 0.09% 0.12% 350 0 0.0% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Reduced 7,051 482 0.01% 0.02% 351 -1,420 -16.76% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Reduced 7,065 482 0.01% 0.01% 352 -215 -2.95% Q4 2025 Jan 29, 2026
Leo Wealth, LLC History Added to 7,032 480 0.03% 0.06% 353 +1,536 27.95% Q4 2025 Jan 21, 2026
International Private Wealth Advisors LLC History No change 6,950 475 0.3% 0.39% 354 0 0.0% Q4 2025 Jan 14, 2026
RVW Wealth, LLC History Reduced 6,872 469 0.04% 0.05% 355 -187 -2.65% Q4 2025 Jan 12, 2026
HBK Sorce Advisory LLC History Reduced 8,584 468 0.01% 0.02% 356 -2,578 -23.1% Q4 2025 Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 6,823 466 0.0% 0.02% 357 -13,328 -66.14% Q4 2025 Feb 13, 2026
NCM Capital Management, LLC History Reduced 6,823 466 0.17% 0.24% 358 -100 -1.44% Q4 2025 Mar 02, 2026
Capital Investment Advisory Services, LLC History Added to 6,731 460 0.03% 0.04% 359 +860 14.65% Q4 2025 Jan 21, 2026
HRC WEALTH MANAGEMENT, LLC History No change 6,724 459 0.22% 0.29% 360 0 0.0% Q4 2025 Jan 21, 2026
Composition Wealth, LLC History Reduced 6,642 454 0.01% 0.01% 361 -2,674 -28.7% Q4 2025 Feb 02, 2026
Foundation Wealth Management, LLC History No change 6,647 454 0.3% 0.38% 362 0 0.0% Q4 2025 Jan 27, 2026
PARK AVENUE SECURITIES LLC History Added to 6,582 450 0.0% 0.0% 363 +253 4.0% Q4 2025 Jan 05, 2026
CHANNEL WEALTH LLC History Reduced 6,548 447 0.11% 0.22% 364 -2,820 -30.1% Q4 2025 Feb 03, 2026
Hobbs Group Advisors, LLC History Reduced 6,531 446 0.13% 0.27% 366 -3,071 -31.98% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 6,531 446 0.01% 0.01% 365 +215 3.4% Q4 2025 Feb 11, 2026
Wilmar Advisors LLC History New 6,500 444 0.35% — 367 +6,500 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 6,488 443 0.0% 0.0% 368 +5,692 715.08% Q4 2025 Mar 16, 2026
Bulltick Wealth Management, LLC History Reduced 6,399 437 0.09% 0.15% 369 -674 -9.53% Q4 2025 Feb 17, 2026
Stephenson & Company, Inc. History No change 6,400 437 0.24% 0.33% 370 0 0.0% Q4 2025 Jan 27, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 6,387 436 0.2% — 371 +6,387 New Q4 2025 Feb 06, 2026
Riverview Capital Advisers, LLC History No change 6,373 435 0.13% 0.17% 372 0 0.0% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 6,348 433 0.0% 0.0% 374 -1,148 -15.31% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 6,345 433 0.03% 0.04% 373 +120 1.93% Q4 2025 Feb 03, 2026
Sharper & Granite LLC History New 6,330 432 0.15% — 375 +6,330 New Q4 2025 Jan 27, 2026
Heritage Family Offices, LLP History No change 6,325 432 0.2% 0.26% 376 0 0.0% Q4 2025 Jan 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,266 428 0.03% — 377 +6,266 New Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History No change 6,250 427 0.01% 0.01% 378 0 0.0% Q4 2025 Feb 17, 2026
LEIGH BALDWIN & CO., LLC History Reduced 6,239 426 0.28% 0.46% 379 -2,781 -30.83% Q4 2025 Feb 12, 2026
Strategies Wealth Advisors, LLC History Added to 6,205 424 0.04% 0.06% 380 +215 3.59% Q4 2025 Feb 13, 2026
Bison Wealth, LLC History New 7,740 422 0.05% — 381 +7,740 New Q4 2025 Mar 24, 2026
American Capital Advisory, LLC History Added to 6,170 421 0.18% 0.26% 382 +10 0.16% Q4 2025 Jan 30, 2026
Mesirow Financial Investment Management, Inc. History Reduced 6,146 420 0.01% 0.01% 383 -2,569 -29.48% Q4 2025 Feb 05, 2026
Equita Financial Network, Inc. History No change 6,157 420 0.13% 0.19% 384 0 0.0% Q4 2025 Jan 29, 2026
Americana Partners, LLC History No change 6,124 418 0.01% 0.02% 385 0 0.0% Q4 2025 Feb 06, 2026
Trevian Wealth Management LLC History No change 6,115 418 0.2% 0.29% 386 0 0.0% Q4 2025 Feb 05, 2026
Greenline Wealth Management LLC History New 6,113 417 0.43% — 387 +6,113 New Q4 2025 Feb 13, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 6,073 415 0.02% 0.03% 388 0 0.0% Q4 2025 Feb 12, 2026
Compagnie Lombard Odier SCmA History Reduced 6,050 413 0.0% 0.01% 389 -3,000 -33.15% Q4 2025 Jan 16, 2026
Coastal Bridge Advisors, LLC History No change 6,055 413 0.03% 0.04% 390 0 0.0% Q4 2025 Feb 18, 2026
GRANVILLE CAPITAL, INC. History New 6,000 410 0.22% — 391 +6,000 New Q4 2025 Feb 13, 2026
SouthState Bank Corp History Reduced 5,945 406 0.02% 0.03% 392 -118 -1.95% Q4 2025 Feb 11, 2026
MCGUIRE CAPITAL ADVISORS INC History New 5,891 402 0.26% — 393 +5,891 New Q4 2025 Feb 19, 2026
Destiny Wealth Partners, LLC History Reduced 5,856 400 0.05% 0.07% 394 -70 -1.18% Q4 2025 Feb 03, 2026
Harvest Investment Services, LLC History Reduced 5,845 399 0.08% 0.12% 395 -723 -11.01% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Reduced 5,749 393 0.05% 0.09% 396 -1,608 -21.86% Q4 2025 Jan 22, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 5,735 392 0.02% 0.03% 397 +1,000 21.12% Q4 2025 Feb 04, 2026
HBW ADVISORY SERVICES LLC History Reduced 5,734 391 0.04% 0.06% 398 -439 -7.11% Q4 2025 Jan 23, 2026
FMR LLC History Added to 5,699 389 0.0% 0.0% 399 +1,260 28.38% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 5,645 385 0.02% 0.03% 400 -333 -5.57% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Reduced 5,609 383 0.0% 0.0% 401 -687 -10.91% Q4 2025 Feb 10, 2026
ROMAN BUTLER FULLERTON & CO History New 5,451 380 0.1% — 402 +5,451 New Q4 2025 Jan 26, 2026
Narus Financial Partners, LLC History Reduced 5,568 380 0.1% 0.14% 403 -204 -3.53% Q4 2025 Feb 09, 2026
Lifeworks Advisors, LLC History Reduced 5,554 379 0.05% 0.07% 404 -141 -2.48% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,457 373 0.01% 0.01% 405 -202 -3.57% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Added to 5,452 372 0.03% 0.04% 408 +33 0.61% Q4 2025 Jan 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 5,451 372 0.04% 0.05% 406 0 0.0% Q4 2025 Feb 17, 2026
Portfolio Strategies, Inc. History No change 5,454 372 0.04% 0.06% 407 0 0.0% Q4 2025 Jan 27, 2026
Sunbelt Securities, Inc. History No change 5,426 370 0.02% 0.03% 409 0 0.0% Q4 2025 Feb 20, 2026
Triad Wealth Partners, LLC History New 5,376 367 0.03% — 410 +5,376 New Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 5,361 366 0.01% 0.01% 411 +323 6.41% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 5,300 362 0.02% 0.03% 412 +80 1.53% Q4 2025 Feb 03, 2026
Clear Creek Financial Management, LLC History Added to 5,258 359 0.03% 0.04% 413 +532 11.26% Q4 2025 Jan 23, 2026
Meixler Investment Management, Ltd. History Reduced 5,249 358 0.22% 0.33% 414 -728 -12.18% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 5,233 357 0.02% 0.01% 415 +2,398 84.59% Q4 2025 Feb 12, 2026
Firestone Capital Management History Reduced 5,234 357 0.08% 0.12% 416 -1,000 -16.04% Q4 2025 Feb 09, 2026
Newbridge Financial Services Group, Inc. History Reduced 5,182 354 0.05% 0.41% 418 -25,590 -83.16% Q4 2025 Jan 21, 2026
Safeguard Investment Advisory Group, LLC History Reduced 5,190 354 0.09% 0.14% 417 -1,102 -17.51% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History No change 5,176 353 0.02% 0.03% 419 0 0.0% Q4 2025 Feb 17, 2026
Affinity Capital Advisors, LLC History Reduced 5,125 350 0.05% 0.07% 420 -5 -0.1% Q4 2025 Jan 09, 2026
SNS Financial Group, LLC History No change 5,116 349 0.03% 0.04% 421 0 0.0% Q4 2025 Feb 02, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 5,050 345 0.22% 0.3% 422 0 0.0% Q4 2025 Feb 24, 2026
Ausdal Financial Partners, Inc. History Reduced 5,036 344 0.02% 0.02% 423 -200 -3.82% Q4 2025 Feb 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 5,000 341 0.1% 0.14% 424 0 0.0% Q4 2025 Feb 13, 2026
ZEGA Investments, LLC History No change 5,000 341 0.04% 0.06% 425 0 0.0% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Reduced 4,962 339 0.0% 0.0% 426 -499 -9.14% Q4 2025 Jan 27, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,120 332 0.13% 0.18% 427 -113 -2.16% Q4 2025 Jan 28, 2026
BESSEMER GROUP INC History No change 4,836 331 0.0% 0.0% 428 0 0.0% Q4 2025 Feb 05, 2026
Argent Trust Co History No change 4,831 330 0.01% 0.02% 429 0 0.0% Q4 2025 Feb 10, 2026
Private Advisory Group LLC History No change 4,813 329 0.03% 0.04% 430 0 0.0% Q4 2025 Jan 15, 2026
EQUITABLE TRUST CO History No change 4,809 328 0.01% 0.02% 431 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 4,789 327 0.02% 0.02% 432 +273 6.05% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 4,785 327 0.01% 0.01% 433 +140 3.01% Q4 2025 Feb 17, 2026
Impact Partnership Wealth, LLC History Added to 4,756 325 0.04% 0.06% 434 +1 0.02% Q4 2025 Feb 10, 2026
Wealth Analytics Partners, LLC History New 4,710 321 0.13% — 436 +4,710 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 4,702 321 0.02% 0.02% 435 +569 13.77% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 4,684 320 0.0% 0.0% 437 +950 25.44% Q4 2025 Feb 19, 2026
CERTUITY, LLC History Added to 4,695 320 0.02% 0.02% 438 +725 18.26% Q4 2025 Jan 30, 2026
Sterling Investment Counsel, LLC History No change 4,665 318 0.09% 0.13% 439 0 0.0% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 4,636 316 0.0% — 440 +4,636 New Q4 2025 Feb 05, 2026
Joel Isaacson & Co., LLC History No change 4,608 315 0.01% 0.01% 441 0 0.0% Q4 2025 Jan 30, 2026
Mill Creek Capital Advisors, LLC History No change 4,588 313 0.01% 0.01% 442 0 0.0% Q4 2025 Feb 13, 2026
Journey Advisory Group, LLC History Added to 4,575 312 0.03% 0.03% 443 +27 0.59% Q4 2025 Jan 27, 2026
COFG Advisors, LLC History New 4,555 311 0.08% — 445 +4,555 New Q4 2025 Feb 10, 2026
Genesis Financial Group, LLC History New 4,550 311 0.18% — 444 +4,550 New Q4 2025 Jan 16, 2026
Edge Wealth Management LLC History No change 4,538 310 0.05% 0.07% 446 0 0.0% Q4 2025 Jan 12, 2026
Inspire Advisors, LLC History No change 4,520 308 0.03% 0.04% 447 0 0.0% Q4 2025 Feb 13, 2026
ABOUND FINANCIAL, LLC History Reduced 4,504 307 0.12% 0.19% 448 -800 -15.08% Q4 2025 Feb 17, 2026
Sandbox Financial Partners, LLC History Reduced 4,464 305 0.08% 0.15% 449 -1,400 -23.87% Q4 2025 Jan 07, 2026
Blackhawk Capital Partners, LLC History No change 4,424 302 0.11% 0.15% 450 0 0.0% Q4 2025 Feb 04, 2026
IPG Investment Advisors LLC History Reduced 4,388 299 0.05% 0.09% 451 -1,472 -25.12% Q4 2025 Feb 09, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 4,337 296 0.09% 0.12% 452 +125 2.97% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 4,311 294 0.0% 0.0% 453 -300 -6.51% Q4 2025 Feb 13, 2026
Arlington Capital Management, Inc. History Reduced 4,301 294 0.18% 0.26% 454 -292 -6.36% Q4 2025 Jan 06, 2026
BRAVE ASSET MANAGEMENT INC History Added to 4,274 292 0.07% 0.06% 455 +1,450 51.35% Q4 2025 Jan 08, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 4,284 292 0.05% 0.07% 456 +200 4.9% Q4 2025 Jan 29, 2026
Ransom Advisory, Ltd History New 4,250 290 0.11% — 459 +4,250 New Q4 2025 Jan 06, 2026
Cornerstone Wealth Group, LLC History Added to 4,246 290 0.02% 0.02% 457 +250 6.26% Q4 2025 Jan 26, 2026
LMG Wealth Partners, LLC History Added to 4,243 290 0.05% 0.07% 458 +81 1.95% Q4 2025 Feb 02, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 4,200 287 0.02% 0.04% 460 -1,600 -27.59% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History No change 4,205 287 0.09% 0.13% 461 0 0.0% Q4 2025 Feb 12, 2026
DeDora Capital, Inc. History Reduced 4,057 277 0.07% 0.09% 462 -147 -3.5% Q4 2025 Jan 22, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 4,060 277 0.09% 0.12% 463 0 0.0% Q4 2025 Jan 27, 2026
Level Financial Advisors History No change 4,041 276 0.07% 0.1% 464 0 0.0% Q4 2025 Jan 26, 2026
Investmark Advisory Group LLC History No change 4,038 276 0.12% 0.16% 465 0 0.0% Q4 2025 Jan 28, 2026
Icon Wealth Advisors, LLC History No change 4,046 276 0.02% 0.02% 466 0 0.0% Q4 2025 Feb 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 4,033 275 0.15% 0.2% 467 +6 0.15% Q4 2025 Feb 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 3,992 272 0.01% 0.01% 469 +598 17.62% Q4 2025 Jan 29, 2026
Mountain Capital Investment Advisors Inc. History Reduced 3,904 272 0.04% 0.06% 468 -15 -0.38% Q4 2025 Jan 28, 2026
E&G Advisors, LP History Added to 3,957 270 0.06% 0.08% 470 +7 0.18% Q4 2025 Jan 23, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 3,910 268 0.02% 0.02% 471 +220 5.96% Q4 2025 Jan 15, 2026
MA Private Wealth History No change 3,837 262 0.04% 0.06% 472 0 0.0% Q4 2025 Feb 03, 2026
Zhang Financial LLC History No change 3,819 261 0.01% 0.01% 473 0 0.0% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History No change 3,802 259 0.01% 0.01% 474 0 0.0% Q4 2025 Feb 17, 2026
SANDERS MORRIS HARRIS LLC History No change 3,785 258 0.4% 0.04% 475 0 0.0% Q4 2025 Jan 08, 2026
Able Wealth Management LLC History No change 3,774 257 0.08% 0.13% 476 0 0.0% Q4 2025 Jan 27, 2026
Trilogy Capital Inc. History No change 3,750 256 0.01% 0.02% 477 0 0.0% Q4 2025 Jan 22, 2026
Carrera Capital Advisors History New 3,735 255 0.04% — 479 +3,735 New Q4 2025 Jan 30, 2026
IAM Advisory, LLC History No change 3,740 255 0.06% 0.08% 478 0 0.0% Q4 2025 Jan 07, 2026
TWO SIGMA SECURITIES, LLC History New 3,722 254 0.03% — 480 +3,722 New Q4 2025 Feb 17, 2026
Krilogy Financial LLC History New 3,722 254 0.01% — 481 +3,722 New Q4 2025 Jan 27, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 3,721 254 0.05% 0.07% 483 -879 -19.11% Q4 2025 Feb 12, 2026
Onyx Bridge Wealth Group LLC History No change 3,729 254 0.03% 0.04% 482 0 0.0% Q4 2025 Feb 18, 2026
WorthPointe, LLC History No change 3,722 254 0.07% 0.13% 484 0 0.0% Q4 2025 Jan 26, 2026
Clear Harbor Asset Management, LLC History Reduced 3,715 253 0.02% 0.02% 485 -115 -3.0% Q4 2025 Feb 10, 2026
ELEVATUS WELATH MANAGEMENT History Added to 3,700 252 0.07% 0.08% 488 +800 27.59% Q4 2025 Jan 14, 2026
ROCKLAND TRUST CO History No change 3,700 252 0.01% 0.01% 486 0 0.0% Q4 2025 Jan 15, 2026
NOVEM GROUP History No change 3,688 252 0.03% 0.04% 487 0 0.0% Q4 2025 Jan 27, 2026
Bonfire Financial History Added to 3,558 250 0.19% 0.24% 489 +13 0.37% Q4 2025 Jan 27, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 3,647 249 0.11% 0.15% 490 0 0.0% Q4 2025 Feb 02, 2026
Sentry LLC History No change 3,657 249 0.07% 0.08% 491 0 0.0% Q4 2025 Jan 16, 2026
SP Asset Management LLC History No change 3,640 248 0.02% 0.03% 492 0 0.0% Q4 2025 Jan 28, 2026
North Star Investment Management Corp. History Added to 3,594 245 0.02% 0.02% 493 +442 14.02% Q4 2025 Jan 30, 2026
Bogart Wealth, LLC History Added to 3,555 243 0.01% 0.01% 494 +369 11.58% Q4 2025 Jan 30, 2026
Triton Wealth Management, PLLC History Reduced 4,180 243 0.09% 0.14% 495 -93 -2.18% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 3,527 241 0.0% 0.0% 496 -203 -5.44% Q4 2025 Feb 13, 2026
Mainstream Capital Management LLC History No change 3,538 241 0.16% 0.21% 497 0 0.0% Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Reduced 3,231 240 0.01% 0.03% 498 -2,613 -44.71% Q4 2025 Jan 21, 2026
OARSMAN CAPITAL, INC. History Reduced 3,503 239 0.03% 0.04% 499 -20 -0.57% Q4 2025 Feb 13, 2026
CMG Global Holdings, LLC History No change 4,192 239 0.11% 0.18% 500 0 0.0% Q4 2025 Feb 05, 2026
Sovereign Financial Group, Inc. History No change 3,495 238 0.04% 0.06% 501 0 0.0% Q4 2025 Jan 07, 2026
RFP Financial Group LLC History No change 3,494 238 0.11% 0.12% 502 0 0.0% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 3,420 234 0.0% 0.0% 503 -1 -0.03% Q4 2025 Feb 09, 2026
FELL CAPITAL MANAGEMENT /ADV History New 3,390 231 0.23% — 504 +3,390 New Q4 2025 Mar 27, 2026
Mayfair Advisory Group, LLC History No change 3,300 231 0.09% 0.13% 505 0 0.0% Q4 2025 Jan 21, 2026
Three Magnolias Financial Advisors, LLC History Added to 3,365 230 0.14% 0.18% 506 +87 2.65% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History New 3,358 229 0.01% — 508 +3,358 New Q4 2025 Jan 07, 2026
RFG Advisory, LLC History Reduced 3,357 229 0.0% 0.01% 507 -326 -8.85% Q4 2025 Feb 03, 2026
Trek Financial, LLC History No change 3,348 228 0.01% 0.02% 509 0 0.0% Q4 2025 Feb 04, 2026
Gateway Wealth Partners, LLC History No change 3,340 228 0.03% 0.04% 510 0 0.0% Q4 2025 Feb 11, 2026
KLINGENSTEIN FIELDS & CO LP History No change 3,321 227 0.01% 0.01% 511 0 0.0% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History New 3,315 226 0.0% — 512 +3,315 New Q4 2025 Jan 29, 2026
Avalon Trust Co History No change 3,310 226 0.01% 0.02% 513 0 0.0% Q4 2025 Feb 09, 2026
Thrive Wealth Management, LLC History No change 3,295 225 0.03% 0.04% 514 0 0.0% Q4 2025 Jan 12, 2026
Opal Wealth Advisors, LLC History No change 3,285 224 0.06% 0.08% 515 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History Reduced 3,275 223 0.02% 0.02% 517 -260 -7.36% Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 3,264 223 0.03% 0.04% 516 0 0.0% Q4 2025 Feb 03, 2026
FLAGSTAR ADVISORS INC History Reduced 3,254 222 0.07% 0.12% 518 -954 -22.67% Q4 2025 Jan 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,234 221 0.0% 0.0% 519 +1,130 53.71% Q4 2025 Feb 10, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,210 219 0.0% — 521 +3,210 New Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 3,204 219 0.0% 0.01% 520 -209 -6.12% Q4 2025 Feb 02, 2026
Avantax Planning Partners, Inc. History No change 3,213 219 0.01% 0.01% 522 0 0.0% Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History Reduced 3,191 218 0.01% 0.01% 523 -266 -7.69% Q4 2025 Jan 20, 2026
TrueWealth Advisors, LLC History No change 3,185 217 0.06% 0.08% 524 0 0.0% Q4 2025 Jan 07, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 3,182 217 0.08% 0.11% 525 0 0.0% Q4 2025 Feb 06, 2026
Advance Capital Management, Inc. History No change 3,164 216 0.01% 0.01% 526 0 0.0% Q4 2025 Jan 06, 2026
Nadler Financial Group, Inc. History No change 3,167 216 0.02% 0.03% 527 0 0.0% Q4 2025 Jan 28, 2026
Keel Point, LLC History Added to 3,149 215 0.01% 0.02% 528 +237 8.14% Q4 2025 Feb 12, 2026
Madison Wealth Partners, Inc History No change 3,148 215 0.04% 0.06% 529 0 0.0% Q4 2025 Feb 10, 2026
Modus Advisors, LLC History Reduced 3,131 214 0.06% 0.08% 532 -318 -9.22% Q4 2025 Feb 11, 2026
United Asset Strategies, Inc. History Added to 3,138 214 0.02% 0.02% 530 +50 1.62% Q4 2025 Jan 28, 2026
HHM Wealth Advisors, LLC History No change 3,144 214 0.03% 0.03% 531 0 0.0% Q4 2025 Jan 22, 2026
Compass Financial Group, Inc. (Ohio) History New 3,121 213 0.16% — 533 +3,121 New Q4 2025 Mar 04, 2026
Blue Fin Capital, Inc. History No change 3,107 212 0.03% 0.04% 534 0 0.0% Q4 2025 Jan 23, 2026
BostonPremier Wealth LLC History No change 3,106 212 0.11% 0.14% 535 0 0.0% Q4 2025 Jan 13, 2026
Advisor OS, LLC History Reduced 3,065 209 0.02% 0.03% 537 -500 -14.03% Q4 2025 Feb 04, 2026
Cypress Capital Group History No change 3,067 209 0.02% 0.03% 536 0 0.0% Q4 2025 Feb 11, 2026
PUREfi Wealth, LLC History Added to 3,044 208 0.16% 0.18% 539 +400 15.13% Q4 2025 Jan 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 3,044 208 0.02% 0.03% 538 +248 8.87% Q4 2025 Feb 13, 2026
Ascent Group, LLC History No change 3,033 207 0.01% 0.01% 540 0 0.0% Q4 2025 Jan 20, 2026
Portfolio Design Labs, LLC History No change 3,033 207 0.03% 0.05% 541 0 0.0% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Added to 2,992 204 0.0% 0.0% 542 +64 2.19% Q4 2025 Jan 13, 2026
Capital Advisors Wealth Management, LLC History Reduced 2,983 203 0.03% 0.04% 544 -511 -14.63% Q4 2025 Jan 21, 2026
COMERICA BANK History No change 2,972 203 0.0% 0.0% 543 0 0.0% Q4 2025 Jan 29, 2026
Miller Financial Services LLC History No change 2,980 203 0.24% 0.31% 545 0 0.0% Q4 2025 Feb 12, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 2,961 202 0.17% — 548 +2,961 New Q4 2025 Feb 13, 2026
CLG LLC History Reduced 2,959 202 0.05% 0.11% 547 -1,385 -31.88% Q4 2025 Jan 15, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 2,969 202 0.07% 0.1% 546 0 0.0% Q4 2025 Jan 21, 2026
BARCLAYS PLC History New 2,950 201 0.0% — 549 +2,950 New Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History No change 2,950 201 0.0% 0.0% 550 0 0.0% Q4 2025 Feb 03, 2026
DV Trading LLC History New 2,847 194 0.01% — 551 +2,847 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History No change 2,777 189 0.0% 0.0% 552 0 0.0% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,703 184 0.0% 0.0% 553 +266 10.92% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 2,620 179 0.0% 0.0% 554 +105 4.17% Q4 2025 Feb 12, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,467 168 0.04% 0.06% 555 0 0.0% Q4 2025 Jan 20, 2026
SOA Wealth Advisors, LLC. History Reduced 2,399 163 0.03% 0.04% 556 -107 -4.27% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History No change 2,184 157 0.0% 0.0% 557 0 0.0% Q4 2025 Jan 26, 2026
WELLS FARGO & COMPANY/MN History No change 2,246 153 0.0% 0.0% 558 0 0.0% Q4 2025 Feb 13, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 2,195 150 0.04% 0.01% 559 +1,925 712.96% Q4 2025 Jan 23, 2026
Richardson Capital Management LLC History No change 2,184 149 0.07% 0.09% 560 0 0.0% Q4 2025 Jan 30, 2026
Sankala Group LLC History New 2,914 148 0.12% — 562 +2,914 New Q4 2025 Mar 02, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 2,168 148 0.04% 0.06% 561 -161 -6.91% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History No change 2,145 146 0.0% 0.0% 563 0 0.0% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History No change 2,097 143 0.05% 0.07% 564 0 0.0% Q4 2025 Jan 22, 2026
Fairscale Capital, LLC History No change 2,003 136 0.09% 0.12% 565 0 0.0% Q4 2025 Feb 17, 2026
Tidemark, LLC History No change 1,896 129 0.04% 0.05% 566 0 0.0% Q4 2025 Feb 10, 2026
LFA - Lugano Financial Advisors SA History No change 1,835 125 0.06% 0.09% 567 0 0.0% Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,823 124 0.02% 0.02% 568 +367 25.21% Q4 2025 Jan 23, 2026
Garner Asset Management Corp History New 1,805 123 0.05% — 570 +1,805 New Q4 2025 Feb 03, 2026
Colonial Trust Advisors History No change 1,810 123 0.01% 0.01% 569 0 0.0% Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History Reduced 1,600 109 0.07% 0.11% 571 -400 -20.0% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,512 103 0.01% — 572 +1,512 New Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History No change 1,493 102 0.08% 0.11% 573 0 0.0% Q4 2025 Feb 17, 2026
Nova Wealth Management, Inc. History No change 1,450 99 0.07% 0.09% 574 0 0.0% Q4 2025 Jan 14, 2026
Plante Moran Financial Advisors, LLC History Reduced 1,418 96 0.01% 0.02% 575 -2,022 -58.78% Q4 2025 Feb 05, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,890 96 0.13% 0.15% 576 +400 26.85% Q4 2025 Feb 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,387 94 0.03% 0.04% 577 0 0.0% Q4 2025 Jan 27, 2026
McIlrath & Eck, LLC History No change 1,352 92 0.01% 0.01% 578 0 0.0% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Added to 1,322 90 0.0% 0.0% 579 +618 87.78% Q4 2025 Feb 11, 2026
Smallwood Wealth Investment Management, LLC History Reduced 1,302 89 0.05% 0.07% 580 -128 -8.95% Q4 2025 Jan 23, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,300 88 0.0% 0.0% 581 0 0.0% Q4 2025 Feb 17, 2026
POM Investment Strategies, LLC History No change 1,239 84 0.04% 0.06% 582 0 0.0% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,171 80 0.0% 0.02% 583 -4,253 -78.41% Q4 2025 Jan 21, 2026
Investment Research & Advisory Group, Inc. History No change 1,274 80 0.03% 0.04% 584 0 0.0% Q4 2025 Jan 20, 2026
JDM Financial Group LLC History No change 1,183 80 0.03% 0.04% 585 0 0.0% Q4 2025 Feb 02, 2026
TOMPKINS FINANCIAL CORP History No change 1,141 77 0.01% 0.01% 586 0 0.0% Q4 2025 Jan 08, 2026
Strategic Advocates LLC History Reduced 1,115 76 0.02% 0.06% 587 -1,557 -58.27% Q4 2025 Feb 11, 2026
Safe Harbor Fiduciary, LLC History New 1,114 76 0.07% — 588 +1,114 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History No change 1,067 72 0.0% 0.0% 589 0 0.0% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Added to 1,044 71 0.0% 0.0% 590 +154 17.3% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History No change 1,049 71 0.02% 0.03% 591 0 0.0% Q4 2025 Feb 09, 2026
Dunhill Financial, LLC History No change 1,006 68 0.02% 0.02% 592 0 0.0% Q4 2025 Jan 29, 2026
ATWOOD & PALMER INC History No change 986 67 0.0% 0.01% 593 0 0.0% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History Reduced 980 66 0.01% 0.01% 595 -200 -16.95% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 971 66 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History No change 950 64 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 20, 2026
BFSG, LLC History No change 910 62 0.01% 0.01% 597 0 0.0% Q4 2025 Jan 22, 2026
Intesa Sanpaolo S.p.A. History New 871 59 0.0% — 598 +871 New Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 870 59 0.06% — 599 +870 New Q4 2025 Jan 26, 2026
ORG Wealth Partners, LLC History Reduced 842 57 0.01% 0.02% 600 -143 -14.52% Q4 2025 Jan 14, 2026
Legacy Wealth Managment, LLC/ID History Reduced 829 56 0.03% 0.1% 602 -1,661 -66.71% Q4 2025 Feb 03, 2026
ST GERMAIN D J CO INC History No change 833 56 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 29, 2026
Cornerstone Planning Group LLC History No change 778 54 0.01% 0.01% 603 0 0.0% Q4 2025 Feb 02, 2026
Wilkerson Advisory Group LLC History New 784 53 0.02% — 605 +784 New Q4 2025 Feb 13, 2026
Trust Co History Added to 776 53 0.0% 0.01% 604 +87 12.63% Q4 2025 Jan 15, 2026
Quattro Advisors LLC History New 757 51 0.04% — 606 +757 New Q4 2025 Feb 13, 2026
Triumph Capital Management History New 737 50 0.01% — 607 +737 New Q4 2025 Feb 12, 2026
Roble, Belko & Company, Inc History Reduced 710 49 0.01% 0.01% 608 -28 -3.79% Q4 2025 Jan 12, 2026
WOLFF WIESE MAGANA LLC History No change 723 49 0.03% 0.04% 609 0 0.0% Q4 2025 Jan 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 713 48 0.0% 0.0% 610 +65 10.03% Q4 2025 Jan 07, 2026
Redwood Park Advisors LLC History No change 710 48 0.03% 0.04% 611 0 0.0% Q4 2025 Feb 17, 2026
Bear Mountain Capital, Inc. History Added to 640 47 0.02% 0.02% 612 +3 0.47% Q4 2025 Jan 22, 2026
BOKF, NA History No change 675 46 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 03, 2026
Avion Wealth History No change 676 46 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 23, 2026
Glen Eagle Advisors, LLC History No change 677 46 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 662 45 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 06, 2026
RHL GROUP, LLC History New 624 42 0.03% — 618 +624 New Q4 2025 Feb 09, 2026
Pacific Center for Financial Services History No change 475 42 0.01% 0.01% 617 0 0.0% Q4 2025 Feb 17, 2026
Hurley Capital, LLC History No change 517 35 0.02% 0.03% 619 0 0.0% Q4 2025 Feb 17, 2026
SWAN Capital LLC History Added to 511 34 0.01% 0.01% 623 +100 24.33% Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History Added to 502 34 0.01% 0.01% 621 +11 2.24% Q4 2025 Jan 23, 2026
JNBA Financial Advisors History No change 500 34 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 26, 2026
Ulland Investment Advisors, LLC History No change 500 34 0.03% 0.03% 622 0 0.0% Q4 2025 Jan 08, 2026
Atlantic Union Bankshares Corp History Reduced 496 33 0.0% 0.0% 624 -100 -16.78% Q4 2025 Feb 04, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 480 32 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 464 31 0.0% 0.0% 626 +144 45.0% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 441 30 0.0% 0.0% 628 +272 160.95% Q4 2025 Jan 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 440 30 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 432 29 0.01% — 629 +432 New Q4 2025 Feb 09, 2026
Dixon Mitchell Investment Counsel Inc. History No change 425 29 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History No change 427 29 0.01% 0.02% 631 0 0.0% Q4 2025 Jan 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 415 28 0.0% 0.0% 632 0 0.0% Q4 2025 Jan 22, 2026
Holos Integrated Wealth LLC History No change 400 28 0.02% 0.02% 633 0 0.0% Q4 2025 Jan 05, 2026
Garton & Associates Financial Advisors LLC History New 400 27 0.02% — 635 +400 New Q4 2025 Feb 18, 2026
Addison Advisors LLC History No change 400 27 0.01% 0.01% 634 0 0.0% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History Reduced 353 24 0.01% 0.01% 638 -32 -8.31% Q4 2025 Jan 28, 2026
JFS WEALTH ADVISORS, LLC History No change 359 24 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 14, 2026
Global Wealth Strategies & Associates History No change 358 24 0.01% 0.01% 637 0 0.0% Q4 2025 Jan 02, 2026
GPS Wealth Strategies Group, LLC History Reduced 346 23 0.02% 0.0% 639 -14 -3.89% Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History Reduced 327 22 0.01% 0.02% 642 -1,639 -83.37% Q4 2025 Feb 06, 2026
Strive Financial Group ,LLC History New 329 22 0.01% — 643 +329 New Q4 2025 Feb 18, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 326 22 0.01% 0.01% 640 0 0.0% Q4 2025 Feb 04, 2026
High Note Wealth, LLC History No change 327 22 0.0% 0.01% 641 0 0.0% Q4 2025 Feb 05, 2026
Lodestone Wealth Management LLC History New 308 21 0.01% — 644 +308 New Q4 2025 Jan 15, 2026
Oakworth Capital, Inc. History No change 300 20 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 30, 2026
Tradewinds Capital Management, LLC History No change 269 18 0.0% 0.01% 646 0 0.0% Q4 2025 Jan 14, 2026
Activest Wealth Management History No change 270 18 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 30, 2026
Financially Speaking Inc History No change 275 18 0.01% 0.02% 648 0 0.0% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 250 17 0.0% 0.0% 649 +50 25.0% Q4 2025 Feb 17, 2026
HOEY INVESTMENTS, INC History No change 250 17 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 28, 2026
Kilter Group LLC History No change 251 17 0.01% 0.01% 651 0 0.0% Q4 2025 Feb 13, 2026
Carolina Wealth Advisors, LLC History No change 235 16 0.01% 0.01% 652 0 0.0% Q4 2025 Jan 21, 2026
Signature Resources Capital Management, LLC History No change 236 16 0.01% 0.01% 653 0 0.0% Q4 2025 Jan 21, 2026
PFS Partners, LLC History Added to 225 15 0.01% 0.01% 655 +15 7.14% Q4 2025 Jan 16, 2026
MassMutual Private Wealth & Trust, FSB History No change 227 15 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 07, 2026
Main Management LLC History New 200 14 0.0% — 658 +200 New Q4 2025 Feb 10, 2026
Cape Investment Advisory, Inc. History Added to 212 14 0.0% 0.01% 659 +137 182.67% Q4 2025 Feb 17, 2026
Cherry Tree Wealth Management, LLC History Added to 206 14 0.0% 0.0% 661 +57 38.26% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History No change 210 14 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 27, 2026
Westside Investment Management, Inc. History No change 205 14 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 23, 2026
Strategic Investment Solutions, Inc. /IL History No change 209 14 0.0% 0.0% 660 0 0.0% Q4 2025 Feb 27, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 200 13 0.01% — 664 +200 New Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History No change 200 13 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 30, 2026
Quest 10 Wealth Builders, Inc. History No change 198 13 0.01% 0.02% 663 0 0.0% Q4 2025 Jan 29, 2026
ATLAS CAPITAL ADVISORS INC. History New 186 12 0.0% — 666 +186 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 190 12 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 11, 2026
Kozak & Associates, Inc. History No change 182 12 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 12, 2026
OBSIDIAN CIO, LLC History Reduced 175 11 0.02% 0.17% 671 -14,264 -98.79% Q4 2025 Feb 18, 2026
PITTENGER & ANDERSON INC History Added to 165 11 0.0% 0.0% 668 +100 153.85% Q4 2025 Feb 02, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 166 11 0.0% 0.0% 669 -64 -27.83% Q4 2025 Jan 22, 2026
ASSETMARK, INC History Reduced 173 11 0.0% 0.0% 670 -11 -5.98% Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 160 10 0.01% — 675 +160 New Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History No change 150 10 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History No change 151 10 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 08, 2026
Atlantic Edge Private Wealth Management, LLC History No change 160 10 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 140 9 0.0% 0.0% 676 0 0.0% Q4 2025 Jan 20, 2026
Financial Gravity Asset Management, Inc. History No change 140 9 0.0% 0.0% 677 0 0.0% Q4 2025 Feb 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 145 9 0.0% 0.01% 678 0 0.0% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 125 8 0.0% 0.0% 679 -250 -66.67% Q4 2025 Feb 12, 2026
Quaker Wealth Management, LLC History Added to 119 8 0.0% 0.0% 680 +15 14.42% Q4 2025 Jan 28, 2026
Abound Wealth Management History No change 122 8 0.0% 0.0% 681 0 0.0% Q4 2025 Jan 12, 2026
Comprehensive Financial Planning, Inc./PA History No change 129 8 0.01% 0.01% 682 0 0.0% Q4 2025 Feb 11, 2026
Motiv8 Investments LLC History New 100 7 0.0% — 685 +100 New Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 107 7 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History No change 104 7 0.0% 0.0% 684 0 0.0% Q4 2025 Jan 28, 2026
UBS Group AG History New 100 6 0.0% — 690 +100 New Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History No change 100 6 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 02, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 6 0.0% 0.0% 687 0 0.0% Q4 2025 Jan 30, 2026
CITY HOLDING CO History No change 100 6 0.0% 0.0% 688 0 0.0% Q4 2025 Jan 22, 2026
BARRETT & COMPANY, INC. History No change 100 6 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 28, 2026
Missouri Trust & Investment Co History No change 100 6 0.0% 0.0% 691 0 0.0% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 100 6 0.0% 0.0% 692 0 0.0% Q4 2025 Jan 08, 2026
Colonial Trust Co / SC History No change 100 6 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 12, 2026
Graney & King, LLC History No change 100 6 0.0% 0.01% 694 0 0.0% Q4 2025 Feb 13, 2026
Cheviot Value Management, LLC History No change 83 5 0.0% 0.0% 695 0 0.0% Q4 2025 Feb 03, 2026
Caitlin John, LLC History No change 87 5 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 18, 2026
Meramec Financial Planners, LLC History New 91 4 0.0% — 701 +91 New Q4 2025 Feb 10, 2026
Laurel Wealth Advisors LLC History New 65 4 0.0% — 698 +65 New Q4 2025 Jan 30, 2026
ORG Partners LLC History Reduced 70 4 0.0% 0.0% 699 -40 -36.36% Q4 2025 Jan 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 60 4 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 14, 2026
Gen-Wealth Partners Inc History No change 60 4 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 13, 2026
Game Plan Financial Advisors, LLC History Reduced 50 3 0.0% 0.0% 703 -50 -50.0% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History Added to 52 3 0.0% — 704 +50 2500.0% Q4 2025 Feb 11, 2026
Front Row Advisors LLC History No change 50 3 0.0% 0.0% 702 0 0.0% Q4 2025 Feb 12, 2026
DiNuzzo Private Wealth, Inc. History No change 50 3 0.0% 0.0% 705 0 0.0% Q4 2025 Jan 16, 2026
Clayton Financial Group LLC History No change 50 3 0.0% 0.0% 706 0 0.0% Q4 2025 Jan 21, 2026
Friedenthal Financial History No change 33 2 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 27, 2026
FINANCIAL CONSULATE, INC History No change 40 2 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 22, 2026
CVA Family Office, LLC History Reduced 26 1 0.0% 0.0% 712 -66 -71.74% Q4 2025 Jan 12, 2026
Kingdom Financial Group LLC. History New 18 1 0.0% — 713 +18 New Q4 2025 Feb 06, 2026
Coastline Trust Co History No change 22 1 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 05, 2026
Princeton Global Asset Management LLC History No change 25 1 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 20, 2026
Prestige Wealth Management Group LLC History No change 20 1 0.0% 0.0% 711 0 0.0% Q4 2025 Feb 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 27 1 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 22, 2026
Jump Financial, LLC History Closed out 0 0 — 0.14% — -129,212 -100.0% Q3 2025 Nov 13, 2025
TB Alternative Assets Ltd. History Closed out 0 0 — 1.15% — -85,657 -100.0% Q3 2025 Oct 17, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.82% — -72,812 -100.0% Q3 2025 Nov 12, 2025
Ribbit Management Company, LLC History Closed out 0 0 — 0.12% — -29,309 -100.0% Q3 2025 Nov 14, 2025
Summit Trail Advisors, LLC History Closed out 0 0 — 0.03% — -23,545 -100.0% Q3 2025 Nov 14, 2025
Cynosure Group, LLC History Closed out 0 0 — 0.2% — -20,079 -100.0% Q3 2025 Nov 13, 2025
Bellwether Advisors, LLC History Closed out 0 0 — 0.26% — -17,609 -100.0% Q3 2025 Nov 12, 2025
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.16% — -13,520 -100.0% Q3 2025 Nov 10, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 0.93% — -12,608 -100.0% Q3 2025 Nov 05, 2025
Synergy Asset Management, LLC History Closed out 0 0 — 0.04% — -11,678 -100.0% Q3 2025 Oct 21, 2025
MATRIX PRIVATE CAPITAL GROUP LLC History Closed out 0 0 — 0.55% — -11,575 -100.0% Q3 2025 Nov 14, 2025
BEAM WEALTH ADVISORS, INC. History Closed out 0 0 — 0.26% — -10,807 -100.0% Q3 2025 Nov 05, 2025
Ciovacco Capital Management LLC History Closed out 0 0 — 0.2% — -7,748 -100.0% Q3 2025 Oct 22, 2025
PRINCETON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.17% — -7,223 -100.0% Q3 2025 Nov 10, 2025
Sassicaia Capital Advisers LLC History Closed out 0 0 — 0.24% — -6,000 -100.0% Q3 2025 Nov 14, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.07% — -5,931 -100.0% Q3 2025 Oct 31, 2025
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -5,694 -100.0% Q3 2025 Nov 14, 2025
Virtue Capital Management, LLC History Closed out 0 0 — 0.3% — -5,223 -100.0% Q3 2025 Feb 18, 2026
RAHLFS CAPITAL, LLC History Closed out 0 0 — 0.35% — -4,870 -100.0% Q3 2025 Nov 12, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.0% — -4,416 -100.0% Q3 2025 Nov 12, 2025
Adalta Capital Management LLC History Closed out 0 0 — 0.16% — -4,035 -100.0% Q3 2025 Nov 17, 2025
Laidlaw Wealth Management LLC History Closed out 0 0 — 0.79% — -3,695 -100.0% Q3 2025 Nov 14, 2025
Objective Capital Management, LLC History Closed out 0 0 — 0.32% — -3,400 -100.0% Q3 2025 Oct 30, 2025
MJP ASSOCIATES INC /ADV History Closed out 0 0 — 0.04% — -3,310 -100.0% Q3 2025 Nov 07, 2025
Centric Wealth Management History Closed out 0 0 — 0.06% — -3,119 -100.0% Q3 2025 Nov 04, 2025
SlateStone Wealth, LLC History Closed out 0 0 — 0.02% — -3,000 -100.0% Q3 2025 Nov 05, 2025
First Heartland Consultants, Inc. History Closed out 0 0 — 0.02% — -2,924 -100.0% Q3 2025 Nov 10, 2025
Horizon Wealth Management, LLC History Closed out 0 0 — 0.04% — -2,921 -100.0% Q3 2025 Nov 06, 2025
Fermata Advisors, LLC History Closed out 0 0 — 0.07% — -2,907 -100.0% Q3 2025 Oct 09, 2025
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -2,905 -100.0% Q3 2025 Oct 30, 2025
SWP FINANCIAL LLC History Closed out 0 0 — 0.13% — -2,895 -100.0% Q3 2025 Nov 04, 2025
MWA Asset Management History Closed out 0 0 — 0.14% — -2,877 -100.0% Q3 2025 Nov 04, 2025
Sound View Wealth Advisors Group, LLC History Closed out 0 0 — 0.02% — -2,870 -100.0% Q3 2025 Nov 10, 2025
Gilman Hill Asset Management, LLC History Closed out 0 0 — 0.04% — -2,764 -100.0% Q3 2025 Oct 15, 2025
Meridian Financial Partners LLC History Closed out 0 0 — 0.11% — -2,737 -100.0% Q3 2025 Oct 20, 2025
Canal Capital Management, LLC History Closed out 0 0 — 0.04% — -2,730 -100.0% Q3 2025 Jan 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.02% — -2,714 -100.0% Q3 2025 Oct 16, 2025
PARAGON FINANCIAL PARTNERS, INC. History Closed out 0 0 — 0.15% — -2,710 -100.0% Q3 2025 Nov 12, 2025
KMG FIDUCIARY PARTNERS, LLC History Closed out 0 0 — 0.02% — -2,699 -100.0% Q3 2025 Oct 10, 2025
CWA Asset Management Group, LLC History Closed out 0 0 — 0.01% — -2,697 -100.0% Q3 2025 Oct 22, 2025
Tactive Advisors, LLC History Closed out 0 0 — 0.07% — -2,670 -100.0% Q3 2025 Oct 14, 2025
Summit Asset Management, LLC History Closed out 0 0 — 0.04% — -2,665 -100.0% Q3 2025 Nov 06, 2025
VESTIA PERSONAL WEALTH ADVISORS History Closed out 0 0 — 0.14% — -2,651 -100.0% Q3 2025 Oct 15, 2025
Gladstone Institutional Advisory LLC History Closed out 0 0 — 0.01% — -2,650 -100.0% Q3 2025 Oct 22, 2025
Cooksen Wealth, LLC History Closed out 0 0 — 0.18% — -2,646 -100.0% Q3 2025 Oct 30, 2025
Cornerstone Advisory, LLC History Closed out 0 0 — 0.02% — -2,643 -100.0% Q3 2025 Nov 07, 2025
Purkiss Capital Advisors LLC History Closed out 0 0 — 0.11% — -2,643 -100.0% Q3 2025 Oct 31, 2025
Oxinas Partners, LLC History Closed out 0 0 — 0.13% — -2,630 -100.0% Q3 2025 Nov 06, 2025
TCFG WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -2,621 -100.0% Q3 2025 Nov 21, 2025
Financial Insights, Inc. History Closed out 0 0 — 0.08% — -2,616 -100.0% Q3 2025 Mar 31, 2026
25 LLC History Closed out 0 0 — 0.08% — -2,613 -100.0% Q3 2025 Oct 16, 2025
Boomfish Wealth Group, LLC History Closed out 0 0 — 0.13% — -2,608 -100.0% Q3 2025 Oct 29, 2025
KENNICOTT CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.11% — -2,601 -100.0% Q3 2025 Oct 31, 2025
BNC WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.06% — -2,600 -100.0% Q3 2025 Oct 10, 2025
Gerber Kawasaki Wealth & Investment Management History Closed out 0 0 — 0.01% — -2,570 -100.0% Q3 2025 Nov 13, 2025
Redwood Investment Management, LLC History Closed out 0 0 — 0.03% — -2,568 -100.0% Q3 2025 Nov 14, 2025
SEAVIEW INVESTMENT MANAGERS LLC History Closed out 0 0 — 0.08% — -2,548 -100.0% Q3 2025 Nov 06, 2025
Forum Financial Management, LP History Closed out 0 0 — 0.0% — -2,546 -100.0% Q3 2025 Oct 24, 2025
Amplius Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -2,536 -100.0% Q3 2025 Oct 21, 2025
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -2,508 -100.0% Q3 2025 Oct 31, 2025
Plan A Wealth LLC History Closed out 0 0 — 0.11% — -2,507 -100.0% Q3 2025 Nov 06, 2025
Clarity Financial LLC History Closed out 0 0 — 0.02% — -2,502 -100.0% Q3 2025 Oct 10, 2025
MCDONALD PARTNERS LLC History Closed out 0 0 — 0.07% — -2,500 -100.0% Q3 2025 Nov 12, 2025
apricus wealth, LLC History Closed out 0 0 — 0.12% — -2,500 -100.0% Q3 2025 Oct 21, 2025
Perennial Investment Advisors, LLC History Closed out 0 0 — 0.02% — -2,497 -100.0% Q3 2025 Nov 12, 2025
W.G. Shaheen & Associates DBA Whitney & Co History Closed out 0 0 — 0.02% — -2,495 -100.0% Q3 2025 Nov 07, 2025
Perfromance Wealth Partners, LLC History Closed out 0 0 — 0.01% — -2,472 -100.0% Q3 2025 Nov 07, 2025
WASHINGTON GROWTH STRATEGIES LLC History Closed out 0 0 — 0.16% — -2,457 -100.0% Q3 2025 Oct 22, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.05% — -2,425 -100.0% Q3 2025 Oct 20, 2025
HERITAGE INVESTORS MANAGEMENT CORP History Closed out 0 0 — 0.01% — -2,400 -100.0% Q3 2025 Nov 04, 2025
RMR Wealth Builders History Closed out 0 0 — 0.02% — -2,400 -100.0% Q3 2025 Nov 05, 2025
Ironwood Financial, llc History Closed out 0 0 — 0.04% — -2,394 -100.0% Q3 2025 Oct 22, 2025
MANCHESTER FINANCIAL INC History Closed out 0 0 — 0.04% — -2,391 -100.0% Q3 2025 Oct 15, 2025
Christensen, King & Associates Investment Services, Inc. History Closed out 0 0 — 0.09% — -2,367 -100.0% Q3 2025 Oct 21, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.05% — -2,360 -100.0% Q3 2025 Oct 17, 2025
Genesee Capital Advisors, LLC History Closed out 0 0 — 0.09% — -2,355 -100.0% Q3 2025 Nov 03, 2025
Freedom Day Solutions, LLC History Closed out 0 0 — 0.06% — -2,350 -100.0% Q3 2025 Oct 24, 2025
Crumly & Associates Inc. History Closed out 0 0 — 0.05% — -2,331 -100.0% Q3 2025 Nov 03, 2025
ALTERNA WEALTH MANAGEMENT, INC History Closed out 0 0 — 0.17% — -2,321 -100.0% Q3 2025 Oct 17, 2025
Samalin Investment Counsel, LLC History Closed out 0 0 — 0.07% — -2,320 -100.0% Q3 2025 Oct 30, 2025
Williams Financial, LLC History Closed out 0 0 — 0.21% — -2,307 -100.0% Q3 2025 Oct 24, 2025
TEALWOOD ASSET MANAGEMENT INC History Closed out 0 0 — 0.08% — -2,303 -100.0% Q3 2025 Oct 17, 2025
Johnson & White Wealth Management, LLC History Closed out 0 0 — 0.09% — -2,296 -100.0% Q3 2025 Oct 15, 2025
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -2,287 -100.0% Q3 2025 Oct 14, 2025
LAZARI CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 0.07% — -2,275 -100.0% Q3 2025 Oct 28, 2025
MML INVESTORS SERVICES, LLC History Closed out 0 0 — 0.0% — -2,270 -100.0% Q3 2025 Nov 14, 2025