FIRST TRUST EXCHANGE-TRADED FUND II - GRID

Detailed investor-level table based on 13F positions.

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
MORGAN STANLEY History Added to 2,948,976 451,252 0.03% 0.02% 1 +691,924 30.66% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,780,758 272,491 0.02% 0.01% 2 +332,947 23.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,699,802 260,103 0.07% 0.05% 3 +503,963 42.14% Q4 2025 Feb 11, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 1,527,000 233,662 2.02% 1.41% 4 +490,000 47.25% Q4 2025 Feb 03, 2026
UBS Group AG History Added to 1,267,833 194,003 0.03% 0.02% 5 +298,762 30.83% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 1,023,888 156,675 0.03% 0.02% 6 +307,664 42.96% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 708,774 108,456 0.03% 0.02% 7 +219,977 45.0% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Added to 540,841 82,737 0.02% 0.02% 8 +90,961 20.22% Q4 2025 Feb 17, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 356,517 54,554 4.49% 4.56% 9 +5,902 1.68% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 308,378 47,188 0.05% 0.02% 10 +184,755 149.45% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 272,189 41,649 0.01% 11 +272,189 New Q4 2025 Feb 17, 2026
FIL Ltd History Added to 266,823 40,972 0.03% 0.02% 12 +67,135 33.62% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 266,437 40,770 0.05% 0.04% 13 +65,431 32.55% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 261,365 40,009 0.04% 0.03% 14 +28,463 12.22% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 245,918 37,630 0.67% 0.01% 15 +243,903 12104.37% Q4 2025 Jan 16, 2026
Arlington Financial Advisors, LLC History Reduced 232,020 35,503 5.09% 5.16% 16 -98 -0.04% Q4 2025 Jan 12, 2026
Cetera Investment Advisers History Added to 218,093 33,372 0.04% 0.02% 17 +78,168 55.86% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 213,571 32,681 0.09% 0.05% 18 +103,945 94.82% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Added to 199,876 30,593 0.04% 0.03% 19 +73,975 58.76% Q4 2025 Feb 17, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Added to 198,000 30,297 4.2% 2.93% 20 +65,000 48.87% Q4 2025 Jan 29, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 197,215 30,177 0.35% 0.39% 21 +55 0.03% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 186,665 28,563 0.01% 0.0% 22 +76,498 69.44% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 159,264 24,370 0.02% 0.01% 23 +57,098 55.89% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 136,394 20,870 0.04% 0.04% 24 +7,320 5.67% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 133,570 20,447 0.01% 0.01% 25 +59,261 79.75% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 123,693 18,927 0.08% 0.08% 26 +2,397 1.98% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 123,250 18,859 0.05% 0.04% 27 +28,618 30.24% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 118,191 18,085 0.01% 0.01% 28 +12,112 11.42% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History New 112,933 17,281 0.25% 29 +112,933 New Q4 2025 Feb 17, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 111,625 17,080 1.11% 1.14% 30 0 0.0% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History Added to 109,076 16,690 0.96% 1.59% 31 +3,193 3.02% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 104,069 15,925 0.04% 0.02% 32 +48,229 86.37% Q4 2025 Feb 11, 2026
PRUDENTIAL PLC History Added to 102,800 15,730 0.12% 0.0% 33 +101,400 7242.86% Q4 2025 Feb 11, 2026
BANK HAPOALIM BM History No change 101,500 15,532 1.35% 1.89% 34 0 0.0% Q4 2025 Feb 17, 2026
CacheTech Inc. History New 100,063 15,311 2.84% 35 +100,063 New Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 100,000 15,302 0.0% 0.0% 36 +62,438 166.23% Q4 2025 Feb 12, 2026
Adams Wealth Management History New 95,273 14,578 3.11% 37 +95,273 New Q4 2025 Feb 18, 2026
Presidio Capital Management, LLC History Reduced 94,914 14,523 4.36% 5.07% 38 -856 -0.89% Q4 2025 Jan 15, 2026
Legacy Edge Advisors, LLC History New 94,292 14,428 1.58% 39 +94,292 New Q4 2025 Feb 02, 2026
First Heartland Consultants, Inc. History Added to 93,399 14,291 1.08% 1.08% 40 +4,666 5.26% Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Added to 81,847 12,524 0.06% 0.04% 41 +27,931 51.8% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 70,731 10,823 0.28% 0.27% 42 +4,457 6.73% Q4 2025 Feb 17, 2026
BFI Infinity Ltd. History New 69,908 10,697 6.66% 43 +69,908 New Q4 2025 Jan 14, 2026
Black Swift Group, LLC History Added to 61,339 9,388 1.56% 1.57% 44 +2,314 3.92% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 60,858 9,312 0.06% 0.05% 45 +13,300 27.97% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 60,646 9,280 0.01% 0.01% 46 +30,484 101.07% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History Added to 60,597 9,272 0.17% 0.18% 47 +1,570 2.66% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Added to 55,092 8,430 0.55% 0.51% 48 +4,639 9.19% Q4 2025 Jan 22, 2026
WESPAC Advisors SoCal, LLC History Added to 52,588 8,046 1.62% 0.62% 49 +32,351 159.86% Q4 2025 Jan 07, 2026
Federation des caisses Desjardins du Quebec History Added to 52,088 7,970 0.03% 0.0% 50 +48,050 1189.95% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 50,924 7,792 0.0% 0.0% 51 +30,216 145.91% Q4 2025 Feb 17, 2026
Alaska Permanent Capital Management, LLC History Reduced 50,901 7,790 0.59% 0.57% 52 -787 -1.52% Q4 2025 Feb 13, 2026
THRYVE WEALTH MANAGEMENT LLC History New 50,891 7,787 3.85% 53 +50,891 New Q4 2025 Feb 25, 2026
D.A. DAVIDSON & CO. History Added to 50,090 7,664 0.05% 0.01% 54 +35,081 233.73% Q4 2025 Jan 29, 2026
PECAUT & CO. History Reduced 49,231 7,533 2.43% 2.39% 55 -21 -0.04% Q4 2025 Feb 10, 2026
Richard P Slaughter Associates Inc History Added to 49,212 7,530 1.58% 1.56% 56 +1,191 2.48% Q4 2025 Jan 12, 2026
Crumly & Associates Inc. History New 49,139 7,519 1.58% 57 +49,139 New Q4 2025 Jan 14, 2026
PFG Investments, LLC History Added to 48,334 7,396 0.35% 0.34% 58 +5,549 12.97% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Added to 48,062 7,354 0.14% 0.14% 59 +3,139 6.99% Q4 2025 Jan 14, 2026
Ameliora Wealth Management Ltd. History Added to 44,988 6,884 2.1% 2.04% 60 +4,519 11.17% Q4 2025 Jan 21, 2026
Avestar Capital, LLC History Added to 44,640 6,830 0.44% 0.4% 61 +4,692 11.75% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 42,870 6,560 0.01% 0.0% 62 +26,377 159.93% Q4 2025 Mar 16, 2026
PARK AVENUE SECURITIES LLC History Added to 42,329 6,477 0.05% 0.04% 63 +8,671 25.76% Q4 2025 Jan 05, 2026
Bogart Wealth, LLC History Added to 41,307 6,320 0.25% 0.17% 64 +13,219 47.06% Q4 2025 Jan 30, 2026
MANCHESTER FINANCIAL INC History Reduced 40,208 6,152 1.15% 1.25% 65 -1,375 -3.31% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History New 38,330 5,865 0.13% 66 +38,330 New Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 38,025 5,818 0.08% 0.04% 67 +21,152 125.36% Q4 2025 Feb 09, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 37,976 5,811 1.14% 1.18% 68 0 0.0% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 37,914 5,801 0.08% 0.08% 69 -5,665 -13.0% Q4 2025 Feb 02, 2026
WCG Wealth Advisors LLC History New 36,612 5,602 0.16% 70 +36,612 New Q4 2025 Feb 10, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Reduced 34,785 5,599 3.72% 3.86% 71 -1,494 -4.12% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 36,157 5,532 1.26% 1.15% 72 +3,816 11.8% Q4 2025 Jan 21, 2026
Rathbones Group PLC History Added to 34,384 5,261 0.02% 0.01% 73 +16,247 89.58% Q4 2025 Feb 06, 2026
Owen LaRue, LLC History Reduced 34,168 5,228 1.99% 2.37% 74 -5,669 -14.23% Q4 2025 Feb 05, 2026
PCG Wealth Advisors, LLC History Added to 34,015 5,204 1.47% 1.31% 75 +4,238 14.23% Q4 2025 Feb 05, 2026
Ferguson Shapiro LLC History New 33,968 5,197 1.6% 76 +33,968 New Q4 2025 Jan 26, 2026
ASSETMARK, INC History Added to 33,956 5,195 0.01% 0.01% 77 +4,864 16.72% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 33,948 5,194 0.06% 0.04% 78 +20,236 147.58% Q4 2025 Jan 29, 2026
VAN ECK ASSOCIATES CORP History New 33,763 5,166 0.0% 79 +33,763 New Q4 2025 Feb 13, 2026
ALTFEST L J & CO INC History Added to 33,090 5,063 0.55% 0.54% 80 +783 2.42% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 32,644 4,995 0.03% 0.0% 81 +32,554 36171.11% Q4 2025 Feb 13, 2026
KICKSTAND VENTURES, LLC. History Added to 32,124 4,915 1.04% 0.94% 82 +3,766 13.28% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Added to 31,018 4,746 0.02% 0.01% 83 +15,860 104.63% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Added to 30,641 4,688 0.1% 0.06% 84 +12,022 64.57% Q4 2025 Feb 09, 2026
Gaddis Premier Wealth Advisors LLC History New 30,118 4,608 3.5% 85 +30,118 New Q4 2025 Feb 11, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 29,457 4,507 1.76% 1.72% 86 +518 1.79% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 29,403 4,499 0.02% 0.01% 87 +9,167 45.3% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Added to 29,200 4,468 0.0% 0.0% 88 +5,321 22.28% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 28,591 4,374 0.05% 0.0% 89 +26,889 1579.85% Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 27,134 4,152 0.01% 90 +27,134 New Q4 2025 Feb 05, 2026
&PARTNERS History Added to 27,084 4,144 0.02% 0.02% 91 +6,464 31.35% Q4 2025 Feb 17, 2026
Oxford Wealth Group, LLC History New 26,664 4,080 1.98% 92 +26,664 New Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 26,604 4,070 0.02% 0.02% 93 +2,732 11.44% Q4 2025 Feb 12, 2026
Eagle Strategies LLC History Added to 26,374 4,035 0.52% 0.5% 94 +1,449 5.81% Q4 2025 Jan 23, 2026
Trivium Point Advisory, LLC History Reduced 25,886 3,961 0.4% 0.42% 95 -1,448 -5.3% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 25,800 3,947 0.19% 0.23% 96 +920 3.7% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Reduced 25,156 3,851 0.04% 0.05% 97 -2,807 -10.04% Q4 2025 Feb 02, 2026
Point72 Asset Management, L.P. History New 24,700 3,779 0.0% 98 +24,700 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 24,553 3,757 0.05% 0.04% 99 +6,065 32.81% Q4 2025 Jan 21, 2026
Redhawk Wealth Advisors, Inc. History Added to 24,214 3,705 0.42% 0.33% 100 +5,410 28.77% Q4 2025 Jan 14, 2026
FISCHER INVESTMENT STRATEGIES, LLC History New 24,146 3,694 2.15% 101 +24,146 New Q4 2025 Jan 28, 2026
Dunhill Financial, LLC History Reduced 23,592 3,623 0.89% 0.94% 102 -153 -0.64% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 23,231 3,554 0.24% 0.16% 103 +8,514 57.85% Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Added to 22,784 3,486 0.1% 0.09% 104 +5,148 29.19% Q4 2025 Feb 12, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 21,524 3,294 0.03% 0.04% 105 -346 -1.58% Q4 2025 Jan 28, 2026
Hedeker Wealth, LLC History Added to 21,491 3,288 0.69% 0.65% 106 +927 4.51% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History New 21,328 3,263 0.12% 107 +21,328 New Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 21,191 3,242 0.12% 0.09% 108 +5,473 34.82% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History New 20,975 3,209 0.47% 109 +20,975 New Q4 2025 Feb 02, 2026
McKinley Carter Wealth Services, Inc. History Added to 20,532 3,141 0.18% 0.06% 110 +13,528 193.15% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Added to 20,016 3,062 0.03% 0.03% 111 +2,553 14.62% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Added to 19,940 3,051 0.07% 0.05% 112 +6,607 49.55% Q4 2025 Feb 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 18,719 2,864 0.09% 0.09% 113 +1,303 7.48% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 17,465 2,672 0.02% 0.01% 114 +12,928 284.95% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 19,086 2,615 0.06% 0.03% 115 +9,032 89.83% Q4 2025 Feb 11, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 17,013 2,603 1.64% 116 +17,013 New Q4 2025 Feb 27, 2026
Arax Advisory Partners History New 16,482 2,522 0.07% 117 +16,482 New Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 15,987 2,446 0.04% 0.01% 118 +11,029 222.45% Q4 2025 Feb 12, 2026
Alaska Wealth Advisors, LLC History New 15,807 2,418 0.31% 119 +15,807 New Q4 2025 Feb 13, 2026
Waycross Investment Management Co History Added to 15,759 2,411 2.12% 2.1% 120 +2,161 15.89% Q4 2025 Jan 08, 2026
Cornerstone Wealth Management, LLC History Added to 15,648 2,394 0.12% 0.12% 121 +810 5.46% Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History Added to 15,513 2,373 0.52% 0.12% 122 +11,882 327.24% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 15,422 2,359 0.05% 0.04% 123 +568 3.82% Q4 2025 Feb 12, 2026
ARVEST INVESTMENTS, INC. History Added to 15,306 2,342 0.33% 0.3% 124 +1,370 9.83% Q4 2025 Jan 20, 2026
MGO ONE SEVEN LLC History Added to 14,789 2,263 0.05% 0.02% 125 +8,850 149.01% Q4 2025 Feb 03, 2026
Sage Capital Management, LLC History Reduced 14,751 2,258 1.04% 1.04% 126 -507 -3.32% Q4 2025 Jan 15, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 14,465 2,213 1.76% 1.81% 127 +443 3.16% Q4 2025 Jan 21, 2026
VestGen Advisors, LLC History New 14,396 2,202 0.09% 128 +14,396 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 14,120 2,161 0.04% 0.04% 129 -2,636 -15.73% Q4 2025 Feb 09, 2026
Sigma Planning Corp History Added to 13,846 2,118 0.06% 0.06% 130 +783 5.99% Q4 2025 Jan 30, 2026
Triumph Capital Management History New 13,728 2,100 0.45% 131 +13,728 New Q4 2025 Feb 12, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 13,578 2,077 2.16% 2.04% 132 0 0.0% Q4 2025 Feb 11, 2026
Montis Financial, LLC History Reduced 13,526 2,069 0.41% 0.49% 133 -479 -3.42% Q4 2025 Feb 11, 2026
Flaharty Asset Management, LLC History Reduced 13,238 2,025 0.25% 0.26% 134 -207 -1.54% Q4 2025 Feb 06, 2026
American Institute for Advanced Investment Management, LLP History Added to 17,429 2,005 1.29% 1.23% 135 +170 0.98% Q4 2025 Feb 04, 2026
GTS SECURITIES LLC History Added to 13,003 1,989 0.07% 0.03% 136 +7,780 148.96% Q4 2025 Feb 13, 2026
CORRADO ADVISORS, LLC History Added to 12,938 1,979 0.99% 1.02% 137 +360 2.86% Q4 2025 Feb 10, 2026
Clear Creek Financial Management, LLC History Added to 12,919 1,976 0.16% 0.15% 138 +1,603 14.17% Q4 2025 Jan 23, 2026
Wiser Advisor Group LLC History Added to 12,728 1,947 2.23% 2.31% 139 +444 3.61% Q4 2025 Feb 09, 2026
Csenge Advisory Group History New 12,657 1,936 0.09% 140 +12,657 New Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 12,283 1,879 0.01% 0.01% 141 +3,095 33.69% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History Added to 12,013 1,838 0.12% 0.1% 142 +2,731 29.42% Q4 2025 Feb 20, 2026
Stegent Equity Advisors, Inc. History Added to 11,817 1,808 1.41% 1.41% 143 +326 2.84% Q4 2025 Jan 14, 2026
WealthCare Investment Partners, LLC History Added to 11,593 1,806 0.53% 0.56% 144 +221 1.94% Q4 2025 Jan 06, 2026
Mariner, LLC History Added to 11,352 1,737 0.0% 0.0% 145 +2,571 29.28% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Added to 11,252 1,721 0.04% 0.02% 146 +2,018 21.85% Q4 2025 Feb 05, 2026
Forefront Wealth Partners, LLC History Added to 11,153 1,706 0.81% 0.42% 147 +95 0.86% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 11,048 1,690 0.01% 0.01% 148 +7,349 198.68% Q4 2025 Jan 26, 2026
Hutchens & Kramer Investment Management Group, LLC History New 11,001 1,683 0.58% 149 +11,001 New Q4 2025 Jan 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 10,994 1,682 0.02% 0.02% 150 +1,457 15.28% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Added to 10,934 1,673 0.03% 0.03% 151 +231 2.16% Q4 2025 Feb 03, 2026
Integrated Wealth Concepts LLC History Added to 10,805 1,653 0.02% 0.01% 152 +97 0.91% Q4 2025 Feb 13, 2026
Bright Futures Wealth Management, LLC. History Reduced 10,048 1,537 1.14% 1.24% 153 -433 -4.13% Q4 2025 Feb 05, 2026
Journey Beyond Wealth, LLC History New 10,007 1,531 1.22% 154 +10,007 New Q4 2025 Jan 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 9,985 1,527 0.18% 0.3% 155 -6,726 -40.25% Q4 2025 Feb 13, 2026
Meixler Investment Management, Ltd. History Reduced 9,735 1,489 0.9% 0.91% 157 -73 -0.74% Q4 2025 Feb 13, 2026
ARS Investment Partners, LLC History Added to 9,733 1,489 0.09% 0.1% 156 +20 0.21% Q4 2025 Feb 05, 2026
Biltmore Family Office, LLC History Added to 9,678 1,480 0.2% 0.17% 158 +1,556 19.16% Q4 2025 Feb 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 9,545 1,460 0.0% 159 +9,545 New Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 9,469 1,448 0.01% 0.0% 160 +1,185 14.3% Q4 2025 Jan 29, 2026
Quadrature Capital Ltd History Added to 9,380 1,435 0.01% 0.01% 161 +5,270 128.22% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History Added to 9,304 1,423 0.27% 0.2% 162 +2,662 40.08% Q4 2025 Jan 21, 2026
Stonebridge Financial Planning Group, LLC History Added to 9,109 1,393 0.5% 0.43% 163 +1,455 19.01% Q4 2025 Feb 05, 2026
Signal Advisors Wealth, LLC History Reduced 8,915 1,364 0.11% 0.13% 164 -505 -5.36% Q4 2025 Jan 13, 2026
Sound Financial Strategies Group, LLC History Reduced 8,896 1,361 0.96% 0.99% 165 -72 -0.8% Q4 2025 Feb 03, 2026
CWM, LLC History Added to 8,863 1,356 0.0% 0.0% 166 +2,499 39.27% Q4 2025 Jan 26, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 8,818 1,349 0.68% 167 +8,818 New Q4 2025 Feb 09, 2026
Summit Financial, LLC History Added to 8,751 1,339 0.02% 0.01% 168 +5,840 200.62% Q4 2025 Feb 13, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 8,728 1,335 0.49% 0.47% 169 +206 2.42% Q4 2025 Jan 21, 2026
Pekin Hardy Strauss, Inc. History Added to 8,596 1,315 0.12% 0.03% 170 +6,482 306.62% Q4 2025 Jan 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 8,469 1,295 0.04% 0.02% 171 +5,110 152.13% Q4 2025 Jan 12, 2026
Focus Partners Wealth History Added to 8,443 1,292 0.0% 0.0% 172 +2,789 49.33% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 8,391 1,284 0.06% 0.05% 173 +1,228 17.14% Q4 2025 Jan 21, 2026
HBW ADVISORY SERVICES LLC History Reduced 8,268 1,265 0.14% 0.17% 174 -1,925 -18.89% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Reduced 8,266 1,264 0.02% 0.04% 175 -6,036 -42.2% Q4 2025 Feb 11, 2026
StoneX Group Inc. History New 7,894 1,207 0.05% 176 +7,894 New Q4 2025 Feb 12, 2026
Moran Wealth Management, LLC History Added to 7,845 1,200 0.04% 0.02% 177 +2,528 47.55% Q4 2025 Jan 26, 2026
Skyview Financial Group LLC History New 7,778 1,190 1.23% 178 +7,778 New Q4 2025 Feb 18, 2026
Visionary Wealth Advisors History Added to 7,665 1,172 0.05% 0.01% 179 +5,589 269.22% Q4 2025 Feb 13, 2026
Sequent Planning LLC History Added to 7,506 1,148 0.29% 0.06% 180 +6,171 462.25% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Reduced 7,476 1,146 0.03% 0.03% 181 -197 -2.57% Q4 2025 Feb 17, 2026
Scarborough Advisors, LLC History Added to 7,467 1,142 0.19% 0.06% 182 +5,294 243.63% Q4 2025 Feb 17, 2026
First Growth Capital LLC History New 6,423 1,136 1.01% 183 +6,423 New Q4 2025 Feb 19, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,383 1,129 0.03% 0.02% 184 +2,353 46.78% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Added to 7,371 1,127 0.04% 0.02% 185 +3,822 107.69% Q4 2025 Jan 06, 2026
Belvedere Trading LLC History Added to 7,323 1,120 0.0% 0.0% 186 +4,023 121.91% Q4 2025 Feb 10, 2026
SeaCrest Wealth Management, LLC History Added to 7,108 1,113 0.11% 0.11% 187 +329 4.85% Q4 2025 Jan 12, 2026
Sovran Advisors, LLC History Reduced 6,882 1,083 0.09% 0.14% 188 -3,440 -33.33% Q4 2025 Jan 20, 2026
BLAIR WILLIAM & CO/IL History Added to 7,055 1,079 0.0% 0.0% 189 +3,942 126.63% Q4 2025 Feb 17, 2026
Walkner Condon Financial Advisors LLC History Added to 7,042 1,077 0.15% 0.09% 190 +3,290 87.69% Q4 2025 Jan 21, 2026
Cottage Street Advisors LLC History Added to 6,949 1,063 0.45% 0.39% 191 +811 13.21% Q4 2025 Jan 26, 2026
Quantum Private Wealth, LLC History Added to 6,865 1,050 0.31% 0.25% 192 +1,154 20.21% Q4 2025 Feb 06, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Reduced 6,802 1,040 0.39% 0.44% 193 -1,110 -14.03% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 6,779 1,037 0.01% 0.02% 194 +163 2.46% Q4 2025 Jan 23, 2026
Legacy Wealth Managment, LLC/ID History Added to 6,740 1,031 0.49% 0.29% 195 +2,488 58.51% Q4 2025 Feb 03, 2026
Gateway Wealth Partners, LLC History Added to 6,735 1,030 0.11% 0.09% 196 +2,267 50.74% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 6,708 1,026 0.08% 197 +6,708 New Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,698 1,024 0.02% 0.01% 198 +3,076 84.93% Q4 2025 Feb 06, 2026
Prosperity Financial Group, Inc. History Added to 6,519 997 0.36% 0.33% 199 +567 9.53% Q4 2025 Jan 26, 2026
Integrity Investment Advisors, LLC History Added to 6,510 996 0.55% 0.24% 200 +4,077 167.57% Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Added to 6,289 962 0.12% 0.12% 201 +154 2.51% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,050 952 0.0% 0.0% 202 +1,009 20.02% Q4 2025 Jan 08, 2026
IFP Advisors, Inc History Added to 6,226 952 0.02% 0.02% 203 +185 3.06% Q4 2025 Feb 06, 2026
N.E.W. Advisory Services LLC History Added to 6,186 946 0.07% 0.06% 204 +1,644 36.2% Q4 2025 Jan 28, 2026
Gotham Asset Management, LLC History New 6,054 926 0.0% 205 +6,054 New Q4 2025 Feb 17, 2026
WPG Advisers, LLC History New 5,814 889 0.66% 206 +5,814 New Q4 2025 Jan 28, 2026
Wealthcare Capital Partners, LLC History Added to 5,623 860 0.4% 0.38% 207 +77 1.39% Q4 2025 Jan 14, 2026
Tradition Wealth Management, LLC History Added to 5,558 850 0.06% 0.03% 208 +2,897 108.87% Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History New 5,550 849 0.03% 209 +5,550 New Q4 2025 Feb 17, 2026
Keystone Financial Group History New 5,468 836 0.06% 210 +5,468 New Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 5,415 828 0.04% 0.02% 211 +2,910 116.17% Q4 2025 Feb 05, 2026
Maridea Wealth Management LLC History Added to 5,406 827 0.12% 0.07% 212 +2,345 76.61% Q4 2025 Jan 08, 2026
Apeiron RIA LLC History Reduced 4,972 826 0.17% 0.2% 213 -755 -13.18% Q4 2025 Feb 03, 2026
PKS Advisory Services, LLC History Added to 5,395 825 0.19% 0.09% 214 +2,592 92.47% Q4 2025 Feb 02, 2026
REAP Financial Group, LLC History Added to 5,372 822 0.17% 0.1% 215 +2,464 84.73% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 5,300 811 0.0% 0.0% 216 -6,727 -55.93% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 5,126 784 0.12% 0.07% 217 +1,840 56.0% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 5,116 782 0.01% 218 +5,116 New Q4 2025 Feb 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 5,039 771 0.04% 0.05% 219 +110 2.23% Q4 2025 Jan 26, 2026
Ausdal Financial Partners, Inc. History Added to 5,019 767 0.04% 0.02% 220 +1,748 53.44% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History No change 4,939 755 0.03% 0.03% 221 0 0.0% Q4 2025 Feb 02, 2026
Moors & Cabot, Inc. History Added to 4,926 753 0.03% 0.03% 222 +994 25.28% Q4 2025 Feb 10, 2026
Intellectus Partners, LLC History Added to 4,886 747 0.14% 0.12% 223 +939 23.79% Q4 2025 Feb 10, 2026
Intrua Financial, LLC History Added to 4,835 739 0.08% 0.06% 224 +890 22.56% Q4 2025 Feb 05, 2026
Golden State Wealth Management, LLC History Added to 4,714 721 0.08% 0.02% 225 +3,479 281.7% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Added to 4,694 718 0.0% 0.0% 226 +1,311 38.75% Q4 2025 Feb 13, 2026
SGL Investment Advisors, Inc. History Added to 4,327 717 0.29% 0.28% 227 +135 3.22% Q4 2025 Feb 06, 2026
Symphony Financial Services, Inc. History Added to 4,665 713 0.37% 0.15% 228 +2,800 150.13% Q4 2025 Feb 12, 2026
Outlook Wealth Advisors, LLC History Reduced 4,574 699 0.16% 0.18% 229 -89 -1.91% Q4 2025 Feb 11, 2026
Cadent Capital Advisors, LLC History Added to 4,514 690 0.18% 0.15% 230 +852 23.27% Q4 2025 Jan 13, 2026
Advisory Services Network, LLC History Added to 4,494 687 0.01% 0.01% 231 +744 19.84% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 4,458 682 0.02% 0.03% 232 -1,316 -22.79% Q4 2025 Jan 13, 2026
FLAGSTAR ADVISORS INC History Added to 4,456 681 0.23% 0.19% 233 +269 6.42% Q4 2025 Jan 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 4,442 679 0.02% 0.02% 234 +1,949 78.18% Q4 2025 Feb 09, 2026
Mason & Associates Inc History New 4,428 677 0.13% 235 +4,428 New Q4 2025 Feb 05, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 4,376 669 0.02% 0.02% 236 +104 2.43% Q4 2025 Feb 13, 2026
FSA WEALTH PARTNERS, INC. History Reduced 4,367 668 0.24% 0.26% 237 -68 -1.53% Q4 2025 Jan 30, 2026
DAVENPORT & Co LLC History Added to 4,356 666 0.0% 0.0% 238 +588 15.61% Q4 2025 Jan 12, 2026
WEALTHSPAN PARTNERS, LLC History Added to 4,328 662 0.24% 0.24% 239 +90 2.12% Q4 2025 Jan 27, 2026
Concentrum Wealth Management History Added to 4,282 655 0.18% 0.09% 240 +2,251 110.83% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History Added to 4,265 652 0.02% 0.02% 241 +81 1.94% Q4 2025 Jan 21, 2026
GK Wealth Management LLC History Added to 4,181 639 0.42% 0.44% 243 +167 4.16% Q4 2025 Jan 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,182 639 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 4,138 633 0.04% 244 +4,138 New Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 4,141 633 0.03% 0.03% 245 +2,149 107.88% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History No change 4,121 630 0.09% 0.09% 246 0 0.0% Q4 2025 Feb 13, 2026
Wealth Watch Advisors, INC History New 4,108 628 0.23% 247 +4,108 New Q4 2025 Feb 17, 2026
NEW WAVE WEALTH ADVISORS LLC History New 4,099 627 0.23% 249 +4,099 New Q4 2025 Jan 21, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 4,100 627 0.08% 0.08% 248 +407 11.02% Q4 2025 Jan 21, 2026
CreativeOne Wealth, LLC History Added to 4,091 626 0.02% 0.01% 250 +682 20.01% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 4,058 620 0.0% 0.0% 251 -6,815 -62.68% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 4,058 620 0.34% 252 +4,058 New Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 4,051 619 0.02% 0.01% 253 +3,167 358.26% Q4 2025 Feb 04, 2026
Proactive Wealth Strategies LLC History Reduced 4,011 613 0.24% 0.26% 254 -43 -1.06% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 3,934 601 0.0% 0.0% 255 +96 2.5% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 3,881 593 0.04% 0.04% 256 +275 7.63% Q4 2025 Jan 21, 2026
Quad-Cities Investment Group, LLC History Added to 3,871 592 0.24% 0.17% 257 +1,169 43.26% Q4 2025 Jan 14, 2026
Financial Partners Group, Inc History New 3,579 590 0.07% 258 +3,579 New Q4 2025 Feb 03, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History New 3,850 589 0.27% 259 +3,850 New Q4 2025 Jan 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 3,849 588 0.01% 260 +3,849 New Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History Added to 3,835 586 0.2% 0.0% 261 +3,805 12683.33% Q4 2025 Jan 28, 2026
Ignite Planners, LLC History Added to 3,533 582 0.09% 0.06% 262 +1,040 41.72% Q4 2025 Feb 06, 2026
Strategic Financial Concepts, LLC History Added to 3,809 582 0.53% 0.07% 263 +611 19.11% Q4 2025 Feb 09, 2026
Resurgent Financial Advisors LLC History Added to 3,776 577 0.29% 0.25% 264 +400 11.85% Q4 2025 Feb 12, 2026
Per Stirling Capital Management, LLC. History No change 3,735 571 0.06% 0.07% 265 0 0.0% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 3,725 570 0.02% 0.03% 266 -86 -2.26% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,721 569 0.01% 0.01% 267 -1,212 -24.57% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Added to 3,705 567 0.04% 0.03% 268 +1,407 61.23% Q4 2025 Jan 23, 2026
Nilsine Partners, LLC History Reduced 3,668 561 0.05% 0.06% 269 -425 -10.38% Q4 2025 Jan 15, 2026
Foguth Wealth Management, LLC. History New 3,596 560 0.09% 270 +3,596 New Q4 2025 Jan 05, 2026
Apollon Wealth Management, LLC History Added to 3,644 557 0.01% 0.0% 271 +2,229 157.53% Q4 2025 Jan 22, 2026
Koshinski Asset Management, Inc. History Added to 3,592 549 0.04% 0.01% 272 +2,264 170.48% Q4 2025 Feb 03, 2026
Rothschild Wealth LLC History Reduced 3,586 548 0.05% 0.16% 273 -1,242 -25.72% Q4 2025 Feb 17, 2026
FMR LLC History Added to 3,541 543 0.0% 0.0% 274 +551 18.43% Q4 2025 Feb 17, 2026
APS Management Group, Inc. History Reduced 3,496 535 0.46% 0.55% 275 -593 -14.5% Q4 2025 Jan 28, 2026
Richmond Investment Services, LLC History New 3,423 524 0.09% 276 +3,423 New Q4 2025 Feb 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 3,409 521 0.13% 0.08% 277 +1,321 63.27% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 3,392 519 0.07% 278 +3,392 New Q4 2025 Feb 04, 2026
SCOTIA CAPITAL INC. History Reduced 3,279 501 0.0% 0.0% 279 -278 -7.82% Q4 2025 Feb 12, 2026
rebel Financial LLC History New 3,251 497 0.21% 280 +3,251 New Q4 2025 Mar 27, 2026
Princeton Global Asset Management LLC History Added to 3,176 486 0.08% 0.08% 281 +2 0.06% Q4 2025 Jan 20, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 3,161 483 0.15% 0.15% 282 +215 7.3% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History New 3,094 473 0.0% 283 +3,094 New Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 3,070 469 0.04% 0.04% 284 -28 -0.9% Q4 2025 Jan 29, 2026
Total Clarity Wealth Management, Inc. History New 3,024 462 0.11% 285 +3,024 New Q4 2025 Feb 02, 2026
STEPHENS INC /AR/ History Added to 2,999 458 0.01% 0.0% 286 +1,321 78.72% Q4 2025 Feb 05, 2026
SteelPeak Wealth, LLC History Reduced 2,979 455 0.01% 0.03% 288 -2,001 -40.18% Q4 2025 Jan 20, 2026
CI INVESTMENTS INC. History Added to 2,977 455 0.0% 0.0% 287 +200 7.2% Q4 2025 Feb 12, 2026
Creative Planning History Added to 2,930 448 0.0% 0.0% 289 +740 33.79% Q4 2025 Feb 17, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 2,875 439 0.29% 0.26% 290 +370 14.77% Q4 2025 Jan 09, 2026
WealthPlan Investment Management, LLC History New 2,819 431 0.03% 291 +2,819 New Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Added to 2,812 430 0.0% 0.0% 292 +624 28.52% Q4 2025 Feb 10, 2026
CLUNE & ASSOCIATES, LTD. History Added to 2,806 429 0.09% 0.07% 293 +910 48.0% Q4 2025 Feb 09, 2026
Kraft, Davis & Associates, LLC History Added to 2,725 426 0.1% 0.1% 294 +42 1.57% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History New 2,782 425 0.02% 295 +2,782 New Q4 2025 Mar 04, 2026
Perennial Investment Advisors, LLC History Added to 2,726 417 0.03% 0.03% 296 +176 6.9% Q4 2025 Feb 17, 2026
Blue Chip Partners, LLC History New 2,686 410 0.03% 297 +2,686 New Q4 2025 Feb 18, 2026
Clearwater Capital Advisors, LLC History Added to 2,670 408 0.03% 0.03% 298 +100 3.89% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 2,627 401 0.01% 0.01% 299 +10 0.38% Q4 2025 Feb 06, 2026
Concorde Asset Management, LLC History Added to 2,568 392 0.16% 0.09% 300 +1,225 91.21% Q4 2025 Feb 13, 2026
Narus Financial Partners, LLC History Added to 2,553 390 0.11% 0.1% 301 +111 4.55% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Added to 2,532 387 0.0% 0.0% 302 +504 24.85% Q4 2025 Feb 17, 2026
Share Andrew L. History No change 2,490 381 0.19% 0.26% 303 0 0.0% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History No change 2,458 376 0.02% 0.02% 304 0 0.0% Q4 2025 Feb 06, 2026
Greenwich Wealth Management LLC History Added to 2,411 369 0.02% 0.02% 305 +330 15.86% Q4 2025 Feb 10, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History New 2,392 366 0.04% 306 +2,392 New Q4 2025 Jan 20, 2026
Global View Capital Management LLC History Added to 2,307 353 0.07% 0.07% 307 +87 3.92% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History New 2,282 349 0.0% 308 +2,282 New Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History New 2,249 344 0.01% 309 +2,249 New Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History New 2,218 339 0.02% 310 +2,218 New Q4 2025 Jan 14, 2026
Insight Advisors, LLC/ PA History Reduced 2,207 337 0.05% 0.05% 311 -97 -4.21% Q4 2025 Feb 11, 2026
Riggs Asset Managment Co. Inc. History No change 2,169 331 0.07% 0.07% 312 0 0.0% Q4 2025 Jan 29, 2026
TrueWealth Advisors, LLC History New 2,159 330 0.09% 313 +2,159 New Q4 2025 Jan 07, 2026
PRIVATE TRUST CO NA History Added to 2,139 327 0.03% 0.01% 314 +1,241 138.2% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 2,093 320 0.02% 315 +2,093 New Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 2,090 319 0.0% 0.0% 316 +698 50.14% Q4 2025 Feb 12, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History New 2,071 316 0.1% 317 +2,071 New Q4 2025 Feb 03, 2026
Pacific Excel Wealth Advisors, Inc. History New 2,029 310 0.59% 318 +2,029 New Q4 2025 Feb 18, 2026
Dynamic Advisor Solutions LLC History New 2,022 309 0.01% 319 +2,022 New Q4 2025 Jan 09, 2026
NATURAL INVESTMENTS, LLC History New 2,019 308 0.08% 320 +2,019 New Q4 2025 Jan 23, 2026
TPG Financial Advisors, LLC History Added to 1,983 303 0.1% 0.11% 321 +73 3.82% Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History New 1,931 295 0.01% 322 +1,931 New Q4 2025 Jan 12, 2026
WORLD EQUITY GROUP, INC. History Reduced 1,923 294 0.08% 0.55% 323 -13,989 -87.91% Q4 2025 Jan 12, 2026
TrinityBridge Ltd History Added to 1,905 291 0.01% 0.01% 324 +350 22.51% Q4 2025 Feb 10, 2026
ARKANSAS FINANCIAL GROUP, INC. History New 1,890 289 0.04% 325 +1,890 New Q4 2025 Jan 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 1,864 285 0.01% 0.01% 326 +145 8.44% Q4 2025 Feb 09, 2026
Astoria Portfolio Advisors LLC. History New 1,586 276 0.06% 327 +1,586 New Q4 2025 Feb 24, 2026
RFG - Bristol Wealth Advisors, LLC History New 1,779 272 0.08% 328 +1,779 New Q4 2025 Jan 23, 2026
Strategic Blueprint, LLC History Reduced 1,770 270 0.02% 0.14% 330 -19,596 -91.72% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,769 270 0.0% 0.0% 329 +180 11.33% Q4 2025 Feb 06, 2026
MJP ASSOCIATES INC /ADV History Reduced 1,746 267 0.03% 0.04% 331 -99 -5.37% Q4 2025 Feb 06, 2026
Advisor OS, LLC History Reduced 1,746 267 0.02% 0.02% 332 -99 -5.37% Q4 2025 Feb 04, 2026
One Day In July LLC History Added to 1,736 265 0.02% 0.02% 333 +90 5.47% Q4 2025 Feb 04, 2026
Continuum Advisory, LLC History Added to 1,723 263 0.03% 0.02% 334 +250 16.97% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History No change 1,650 260 0.0% 0.0% 335 0 0.0% Q4 2025 Jan 15, 2026
Columbus Macro, LLC History New 1,696 259 0.03% 336 +1,696 New Q4 2025 Jan 15, 2026
Revisor Wealth Management LLC History New 1,648 257 0.07% 338 +1,648 New Q4 2025 Jan 27, 2026
Onyx Bridge Wealth Group LLC History Added to 1,681 257 0.03% 0.02% 337 +250 17.47% Q4 2025 Feb 18, 2026
Great Diamond Partners, LLC History Reduced 1,672 255 0.05% 0.05% 339 -181 -9.77% Q4 2025 Feb 06, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 1,657 253 0.17% 0.15% 340 +125 8.16% Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History New 1,608 246 0.01% 341 +1,608 New Q4 2025 Jan 23, 2026
180 WEALTH ADVISORS, LLC History New 1,603 245 0.03% 342 +1,603 New Q4 2025 Jan 09, 2026
Palisades Hudson Asset Management, L.P. History New 1,584 242 0.09% 343 +1,584 New Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History New 1,577 241 0.01% 344 +1,577 New Q4 2025 Jan 20, 2026
Private Advisory Group LLC History Added to 1,548 236 0.02% 0.02% 345 +65 4.38% Q4 2025 Jan 15, 2026
Spire Wealth Management History Added to 1,539 235 0.01% 0.0% 347 +1,419 1182.5% Q4 2025 Jan 14, 2026
Ameritas Investment Partners, Inc. History Added to 1,542 235 0.01% 0.01% 346 +231 17.62% Q4 2025 Feb 11, 2026
Clarendon Private LLC History Added to 1,532 234 0.2% 0.21% 348 +3 0.2% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History New 1,527 233 0.0% 349 +1,527 New Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Reduced 1,504 230 0.02% 0.02% 350 -79 -4.99% Q4 2025 Feb 13, 2026
Nautilus Advisors LLC History No change 1,500 229 0.15% 0.15% 351 0 0.0% Q4 2025 Jan 22, 2026
Madison Wealth Partners, Inc History New 1,493 228 0.04% 352 +1,493 New Q4 2025 Feb 10, 2026
Whalen Wealth Management Inc. History Reduced 1,479 226 0.12% 0.2% 353 -799 -35.07% Q4 2025 Jan 20, 2026
Intesa Sanpaolo Wealth Management History New 1,472 225 0.05% 354 +1,472 New Q4 2025 Feb 12, 2026
GoalVest Advisory LLC History New 1,465 224 0.04% 356 +1,465 New Q4 2025 Jan 05, 2026
Baron Financial Group, LLC History New 1,464 224 0.12% 355 +1,464 New Q4 2025 Jan 09, 2026
GENTRY PRIVATE WEALTH, LLC History No change 1,465 224 0.14% 0.15% 357 0 0.0% Q4 2025 Jan 28, 2026
Arkadios Wealth Advisors History New 1,452 222 0.0% 358 +1,452 New Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 1,450 221 0.01% 0.01% 359 -320 -18.08% Q4 2025 Jan 12, 2026
Stablepoint Partners, LLC History Reduced 1,441 220 0.03% 0.04% 360 -150 -9.43% Q4 2025 Jan 13, 2026
Second Half Financial Partners, LLC History New 1,419 217 0.1% 361 +1,419 New Q4 2025 Jan 26, 2026
Charter Oak Capital Management, LLC History No change 1,410 215 0.02% 0.02% 362 0 0.0% Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History New 1,401 214 0.01% 363 +1,401 New Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History New 1,400 214 0.01% 364 +1,400 New Q4 2025 Jan 20, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History New 1,391 212 0.06% 365 +1,391 New Q4 2025 Jan 13, 2026
Prosperity Wealth Management, Inc. History New 1,378 210 0.07% 366 +1,378 New Q4 2025 Mar 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,360 208 0.0% 0.0% 367 -732 -34.99% Q4 2025 Feb 06, 2026
Portland Financial Advisors Inc History No change 1,356 207 0.44% 0.43% 368 0 0.0% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History New 1,340 205 0.0% 369 +1,340 New Q4 2025 Feb 11, 2026
Purus Wealth Management, LLC History New 1,340 205 0.06% 370 +1,340 New Q4 2025 Jan 27, 2026
Capital Square, LLC History New 1,329 203 0.1% 371 +1,329 New Q4 2025 Feb 13, 2026
TFB Advisors LLC History Reduced 1,312 200 0.06% 0.07% 372 -316 -19.41% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 1,304 199 0.0% 0.0% 373 +866 197.72% Q4 2025 Jan 28, 2026
TD Waterhouse Canada Inc. History Added to 1,280 195 0.0% 0.0% 374 +815 175.27% Q4 2025 Jan 27, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,273 193 0.06% 0.04% 375 +441 53.0% Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 1,237 190 0.01% 0.01% 376 +71 6.09% Q4 2025 Jan 15, 2026
Rossby Financial, LCC History Added to 1,151 176 0.05% 0.05% 377 +64 5.89% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History No change 1,131 173 0.0% 0.0% 378 0 0.0% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,106 169 0.0% 379 +1,106 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History No change 1,104 168 0.0% 0.0% 380 0 0.0% Q4 2025 Jan 16, 2026
Westfuller Advisors, LLC History Added to 1,083 165 0.07% 0.07% 381 +2 0.19% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 1,062 162 0.17% 0.18% 382 +2 0.19% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,054 161 0.01% 0.01% 383 +2 0.19% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,048 160 0.0% 0.0% 384 0 0.0% Q4 2025 Feb 03, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,004 153 0.0% 0.0% 385 +270 36.78% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 947 144 0.0% 0.0% 386 +797 531.33% Q4 2025 Jan 30, 2026
CENTAURUS FINANCIAL, INC. History Added to 932 143 0.01% 0.01% 387 +120 14.78% Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History New 846 129 0.02% 389 +846 New Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History New 844 129 0.0% 388 +844 New Q4 2025 Feb 17, 2026
Graney & King, LLC History New 770 117 0.07% 390 +770 New Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History New 708 108 0.01% 391 +708 New Q4 2025 Feb 11, 2026
EASTERN BANK History No change 666 101 0.0% 0.0% 392 0 0.0% Q4 2025 Jan 14, 2026
JNBA Financial Advisors History Added to 615 94 0.01% 0.0% 393 +369 150.0% Q4 2025 Jan 26, 2026
Operose Advisors LLC History Added to 609 93 0.02% 0.01% 394 +302 98.37% Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History Added to 554 84 0.02% 0.0% 395 +477 619.48% Q4 2025 Jan 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 545 83 0.07% 396 +545 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 501 76 0.0% 0.0% 397 +461 1152.5% Q4 2025 Feb 11, 2026
Main Management LLC History Added to 488 75 0.01% 0.01% 398 +1 0.21% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Added to 153 63 0.0% 0.01% 399 +2 1.32% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History New 405 61 0.0% 400 +405 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 385 58 0.0% 401 +385 New Q4 2025 Feb 05, 2026
DAGCO, INC. History Added to 375 57 0.01% 0.01% 402 +1 0.27% Q4 2025 Jan 08, 2026
ORG Wealth Partners, LLC History New 345 52 0.01% 403 +345 New Q4 2025 Jan 14, 2026
Truvestments Capital LLC History New 337 51 0.01% 404 +337 New Q4 2025 Feb 13, 2026
WealthCollab, LLC History No change 303 46 0.02% 0.02% 405 0 0.0% Q4 2025 Jan 27, 2026
Bravera Wealth History New 280 42 0.02% 406 +280 New Q4 2025 Apr 22, 2026
Hilltop National Bank History No change 260 39 0.01% 0.01% 407 0 0.0% Q4 2025 Jan 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 250 38 0.0% 0.0% 408 0 0.0% Q4 2025 Feb 10, 2026
Park Square Financial Group, LLC History New 315 37 0.22% 411 +315 New Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 247 37 0.0% 0.0% 410 +77 45.29% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History No change 245 37 0.0% 0.0% 409 0 0.0% Q4 2025 Jan 16, 2026
AMERIFLEX GROUP, INC. History Reduced 212 32 0.02% 0.02% 413 -212 -50.0% Q4 2025 Feb 18, 2026
Larson Financial Group LLC History No change 212 32 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 06, 2026
Nalls Sherbakoff Group, LLC History Added to 205 31 0.02% 0.02% 414 +1 0.49% Q4 2025 Mar 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History New 161 24 0.01% 415 +161 New Q4 2025 Jan 23, 2026
Sankala Group LLC History New 103 18 0.01% 417 +103 New Q4 2025 Mar 02, 2026
Y.D. More Investments Ltd History No change 120 18 0.0% 0.0% 416 0 0.0% Q4 2025 Jan 21, 2026
MOTCO History No change 114 17 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 108 16 0.0% 0.0% 419 -99 -47.83% Q4 2025 Feb 09, 2026
Capital Analysts, LLC History Added to 109 16 0.0% 0.0% 420 +81 289.29% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History New 104 15 0.0% 422 +104 New Q4 2025 Jan 15, 2026
PFS Partners, LLC History Added to 104 15 0.01% 0.0% 423 +64 160.0% Q4 2025 Jan 16, 2026
Mascoma Wealth Management LLC History No change 99 15 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 04, 2026
EverSource Wealth Advisors, LLC History New 97 14 0.0% 425 +97 New Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History New 97 14 0.0% 426 +97 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History No change 92 14 0.0% 0.0% 424 0 0.0% Q4 2025 Feb 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 90 13 0.0% 0.01% 427 0 0.0% Q4 2025 Jan 23, 2026
TD Capital Management LLC History New 82 12 0.0% 428 +82 New Q4 2025 Feb 26, 2026
CX Institutional History No change 81 12 0.0% 0.0% 429 0 0.0% Q4 2025 Feb 02, 2026
Crews Bank & Trust History No change 80 12 0.0% 0.0% 430 0 0.0% Q4 2025 Jan 21, 2026
SBI Securities Co., Ltd. History Added to 76 11 0.0% 0.0% 431 +67 744.44% Q4 2025 Feb 03, 2026
Archer Investment Corp History Added to 66 10 0.0% 0.0% 432 +1 1.54% Q4 2025 Jan 30, 2026
Ares Financial Consulting, LLC History New 62 9 0.01% 436 +62 New Q4 2025 Jan 30, 2026
Sound Income Strategies, LLC History New 61 9 0.0% 433 +61 New Q4 2025 Jan 21, 2026
Elevated Capital Advisors, LLC History New 59 9 0.0% 434 +59 New Q4 2025 Jan 27, 2026
Signature Resources Capital Management, LLC History No change 63 9 0.0% 0.0% 435 0 0.0% Q4 2025 Jan 21, 2026
Purpose Unlimited Inc. History New 57 8 0.0% 438 +57 New Q4 2025 Mar 20, 2026
Roxbury Financial LLC History No change 55 8 0.01% 0.01% 437 0 0.0% Q4 2025 Jan 05, 2026
Your Advocates Ltd., LLP History No change 49 7 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 02, 2026
Turning Point Benefit Group, Inc. History New 42 6 0.0% 441 +42 New Q4 2025 Jan 30, 2026
Front Row Advisors LLC History No change 44 6 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History New 31 4 0.0% 443 +31 New Q4 2025 Jan 23, 2026
IFS Advisors, LLC History New 29 4 0.0% 442 +29 New Q4 2025 Jan 09, 2026
Sunrise Financial Services, LLC History New 29 4 0.0% 445 +29 New Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History No change 30 4 0.0% 0.0% 444 0 0.0% Q4 2025 Feb 10, 2026
Bernard Wealth Management Corp. History New 25 3 0.0% 448 +25 New Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History No change 25 3 0.0% 0.0% 446 0 0.0% Q4 2025 Jan 20, 2026
MCF Advisors LLC History No change 20 3 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 11, 2026
Trust Co History New 10 1 0.0% 450 +10 New Q4 2025 Jan 15, 2026
Concord Wealth Partners History New 10 1 0.0% 451 +10 New Q4 2025 Jan 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 8 1 0.0% 0.0% 449 0 0.0% Q4 2025 Feb 12, 2026
LRI Investments, LLC History No change 8 1 0.0% 0.0% 452 0 0.0% Q4 2025 Feb 04, 2026
Compass Financial Services Inc History No change 10 1 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 27, 2026
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 0.25% -77,768 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -10,100 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.07% -4,525 -100.0% Q3 2025 Nov 03, 2025
SFG Wealth Management, LLC. History Closed out 0 0 0.14% -2,081 -100.0% Q3 2025 Nov 13, 2025
Northwest Financial Advisors History Closed out 0 0 0.33% -1,724 -100.0% Q3 2025 Nov 06, 2025
Golden State Equity Partners History Closed out 0 0 0.04% -1,476 -100.0% Q3 2025 Oct 21, 2025
Main Street Group, LTD History Closed out 0 0 0.02% -395 -100.0% Q3 2025 Nov 07, 2025
Coastline Trust Co History Closed out 0 0 0.0% -263 -100.0% Q3 2025 Oct 21, 2025
Crewe Advisors LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 13, 2025
Root Financial Partners, LLC History Closed out 0 0 0.0% -99 -100.0% Q3 2025 Oct 29, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Nov 12, 2025
Arlington Trust Co LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 28, 2025
Richard W. Paul & Associates, LLC History Reduced 5 0 0.0% -6 -54.55% Q4 2025 Feb 12, 2026
Ankerstar Wealth, LLC History New 3 0 +3 New Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History No change 1 0 0 0.0% Q4 2025 Feb 05, 2026
Dogwood Wealth Management LLC History No change 2 0 0 0.0% Q4 2025 Feb 04, 2026