iShares Bitcoin Trust ETF - IBIT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 291 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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JANE STREET GROUP, LLC History Added to 92,070,080 4,571,279 0.69% 0.87% 1 +3,869,406 4.39% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 64,320,609 3,193,518 0.37% 0.58% 2 -13,272,371 -17.11% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 53,508,332 2,656,688 0.4% 0.38% 3 +14,692,406 37.85% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 40,573,144 2,014,456 0.25% 0.53% 4 -26,376,780 -39.4% Q4 2025 Mar 25, 2026
MILLENNIUM MANAGEMENT LLC History Added to 36,950,324 1,834,583 0.77% 0.62% 5 +14,480,418 64.44% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 18,607,558 923,865 10.09% 12.17% 6 -23,345,690 -55.65% Q4 2025 Feb 17, 2026
Avenir Tech Ltd History Reduced 18,287,323 907,965 83.36% 87.67% 7 -9,784 -0.05% Q4 2025 Feb 13, 2026
Marex Group plc History Added to 14,597,770 724,779 4.56% 3.47% 8 +7,035,499 93.03% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 13,440,659 667,328 0.04% 0.04% 9 +2,374,482 21.46% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 12,999,136 645,407 0.01% 0.01% 10 +2,400,510 22.65% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 12,870,036 638,997 0.15% 0.12% 11 +4,689,795 57.33% Q4 2025 Feb 13, 2026
Mubadala Investment Co PJSC History Added to 12,702,323 630,670 3.61% 3.17% 12 +3,975,351 45.55% Q4 2025 Feb 17, 2026
Capula Management Ltd History Reduced 9,481,233 470,743 2.36% 3.07% 13 -676 -0.01% Q4 2025 Feb 13, 2026
Laurore Ltd History New 8,786,279 436,238 100.0% — 14 +8,786,279 New Q4 2025 Jan 28, 2026
Al Warda Investments RSC Ltd History Added to 8,218,712 408,059 100.0% 100.0% 15 +255,319 3.21% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 8,175,589 405,917 1.8% 2.51% 16 +1,393,191 20.54% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History Reduced 7,801,983 387,368 5.42% 278.08% 17 -4,456,670 -36.36% Q4 2025 Feb 17, 2026
Galaxy Group Investments LLC History Added to 7,690,206 381,818 45.29% 24.23% 18 +665,965 9.48% Q4 2025 Mar 23, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,079,262 351,485 0.06% 0.1% 19 -1,362,001 -16.14% Q4 2025 Feb 13, 2026
Belvedere Trading LLC History Reduced 6,684,232 331,872 0.36% 0.75% 20 -3,349,292 -33.38% Q4 2025 Feb 10, 2026
LMR Partners LLP History Added to 6,543,600 324,889 0.61% 1.05% 21 +2,888,941 79.05% Q4 2025 Feb 17, 2026
Hudson Bay Capital Management LP History Reduced 5,751,635 285,568 0.94% 1.97% 22 -3,354,743 -36.84% Q4 2025 Feb 13, 2026
HARVARD MANAGEMENT CO INC History Reduced 5,353,612 265,806 12.78% 21.04% 23 -1,460,000 -21.43% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 5,287,959 262,547 6.94% 9.54% 24 -2,719,655 -33.96% Q4 2025 Feb 12, 2026
MACQUARIE GROUP LTD History Added to 5,126,143 254,513 1.11% 0.33% 25 +721,351 16.38% Q4 2025 Feb 13, 2026
NATIONAL MUTUAL FUNDS MANAGEMENT LTD History New 5,035 250,894 100.0% — 26 +5,035 New Q4 2025 Feb 24, 2026
Parallax Volatility Advisers, L.P. History Added to 4,920,757 244,315 0.48% 0.19% 27 +2,956,175 150.47% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 4,699,297 233,320 0.13% 0.26% 28 -2,364,322 -33.47% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 4,598,559 228,318 0.9% 0.76% 29 +1,749,932 61.43% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 4,530,100 224,919 1.71% 2.88% 30 -673,700 -12.95% Q4 2025 Jan 14, 2026
Tidal Investments LLC History Reduced 3,951,114 196,172 0.47% 0.66% 31 -1,087,960 -21.59% Q4 2025 Feb 13, 2026
59 North Capital Management, LP History Added to 3,921,034 194,679 6.06% 5.27% 32 +1,319,501 50.72% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History New 3,790,000 188,173 0.6% — 33 +3,790,000 New Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Reduced 3,709,555 184,179 4.41% 4.82% 34 -980,457 -20.91% Q4 2025 Feb 17, 2026
HBK INVESTMENTS L P History Added to 3,476,600 172,613 1.36% 0.37% 35 +2,954,000 565.25% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 3,449,900 171,287 0.34% 0.34% 36 +650,000 23.22% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 3,447,749 171,180 0.16% 0.15% 37 +1,202,259 53.54% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 3,225,378 160,140 0.23% 0.22% 38 +1,032,130 47.06% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 3,027,614 150,321 0.01% 0.02% 39 -2,256,576 -42.7% Q4 2025 Feb 11, 2026
WHITEBOX ADVISORS LLC History Added to 3,000,000 148,950 2.11% 2.01% 40 +1,000,000 50.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 2,979,325 147,923 0.04% 0.05% 41 +500,120 20.17% Q4 2025 Feb 11, 2026
HRTG GPE, LLC History Added to 2,270,327 112,721 14.36% 9.21% 42 +941,418 70.84% Q4 2025 Feb 13, 2026
Pine Ridge Advisers LLC History Added to 2,227,380 110,589 6.6% 8.46% 43 +42,780 1.96% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,219,023 110,174 0.2% 1005.32% 44 -1,112,299 -33.39% Q4 2025 Feb 17, 2026
NEOS Investment Management LLC History Added to 2,150,607 106,777 0.62% 0.07% 45 +2,004,557 1372.51% Q4 2025 Feb 17, 2026
MARINER INVESTMENT GROUP LLC History Added to 2,146,536 106,575 6.22% 39.62% 46 +131,442 6.52% Q4 2025 Feb 25, 2026
Consolidated Portfolio Review Corp History Added to 2,142,185 106,359 9.19% 0.06% 47 +2,134,334 27185.51% Q4 2025 Jan 26, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 2,137,100 106,107 0.5% 1.86% 48 -4,855,600 -69.44% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 2,032,648 100,920 5.82% 0.12% 49 +2,011,070 9320.0% Q4 2025 Feb 09, 2026
Symmetry Investments LP History Reduced 1,982,097 98,411 8.53% 41.28% 50 -11,252,643 -85.02% Q4 2025 Feb 17, 2026
NINE MASTS CAPITAL Ltd History New 1,889,214 93,799 16.15% — 51 +1,889,214 New Q4 2025 Feb 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,857,866 92,243 0.12% 0.14% 52 +103,262 5.89% Q4 2025 Feb 17, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1,787,571 88,752 18.49% 20.71% 53 0 0.0% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 1,708,367 84,820 0.03% 0.11% 54 -2,945,662 -63.29% Q4 2025 Jan 29, 2026
Copperwood Asset Management LP History New 1,678,467 83,335 100.0% — 55 +1,678,467 New Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 1,665,200 82,677 0.09% 0.06% 56 +1,154,041 225.77% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 1,624,078 80,635 1.22% 1.85% 57 -1,308,168 -44.61% Q4 2025 Feb 17, 2026
Simplify Asset Management Inc. History Added to 1,595,000 80,223 1.31% 1.56% 58 +309,000 24.03% Q4 2025 Feb 09, 2026
WINTON GROUP Ltd History Added to 1,603,653 79,621 2.75% 3.07% 59 +343,910 27.3% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 1,501,878 74,504 0.35% 0.29% 60 +586,832 64.13% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 3,694 74,421 1.34% 0.41% 61 -40,377 -91.62% Q4 2025 Feb 13, 2026
ParaFi Capital LP History Added to 1,475,046 73,236 20.44% 20.78% 62 +46 0.0% Q4 2025 Feb 13, 2026
Nearwater Capital Markets, Ltd History Added to 1,384,800 68,755 1.18% 0.52% 63 +784,800 130.8% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 1,356,662 67,358 0.13% 0.11% 64 +248,640 22.44% Q4 2025 Mar 12, 2026
Verde Servicos Internacionais S.A. History Reduced 1,327,166 65,894 21.13% 33.61% 65 -486,283 -26.82% Q4 2025 Feb 06, 2026
Fortress Investment Group LLC History No change 1,325,000 65,786 15.43% 11.44% 66 0 0.0% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,310,720 65,077 0.83% — 67 +1,310,720 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 1,259,640 62,541 0.19% 0.4% 68 -365,281 -22.48% Q4 2025 Feb 13, 2026
Two Seas Capital LP History New 1,218,000 60,473 1.25% — 69 +1,218,000 New Q4 2025 Feb 11, 2026
Betterment LLC History Added to 1,194,989 59,331 0.11% 0.14% 70 +109,430 10.08% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 1,154,677 57,330 0.08% 0.17% 71 -416,880 -26.53% Q4 2025 Feb 11, 2026
Ovata Capital Management Ltd History No change 1,142,805 56,596 6.87% 14.8% 72 0 0.0% Q4 2025 Mar 03, 2026
Wealthfront Advisers LLC History Added to 1,116,501 55,434 0.12% 0.12% 73 +339,270 43.65% Q4 2025 Jan 30, 2026
Jain Global LLC History Reduced 1,082,744 53,758 0.26% 1.12% 74 -2,565,334 -70.32% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,034,413 51,358 0.06% 0.07% 75 +43,412 4.38% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 986,705 48,989 0.21% 0.23% 76 +174,357 21.46% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 927,991 46,075 0.05% 0.06% 77 +235,076 33.93% Q4 2025 Feb 13, 2026
Logan Stone Capital, LLC History Added to 898,383 44,604 11.0% 6.89% 78 +664,985 284.91% Q4 2025 Feb 17, 2026
Allen Investment Management, LLC History Added to 895,936 44,483 0.49% 0.57% 79 +100,623 12.65% Q4 2025 Feb 10, 2026
Quantitative Investment Management, LLC History New 874,627 43,425 4.22% — 80 +874,627 New Q4 2025 Feb 17, 2026
DeepCurrents Investment Group LLC History Added to 8,700 43,195 1.42% 1.04% 81 +2,444 39.07% Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 859,466 42,672 0.74% 0.88% 82 +129,052 17.67% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 858,078 42,603 0.05% 0.07% 83 -49,686 -5.47% Q4 2025 Feb 06, 2026
Alpine Fox Capital LLC History Reduced 827,500 41,085 21.69% 48.56% 84 -957,100 -53.63% Q4 2025 Feb 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 796,863 39,564 0.54% 0.66% 85 -30,038 -3.63% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Added to 786,166 39,033 0.07% 0.08% 86 +176,763 29.01% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 725,144 36,003 0.1% 0.13% 87 -10,837 -1.47% Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History Added to 721,796 35,837 0.42% 0.19% 88 +471,740 188.65% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 719,008 35,698 0.0% 0.0% 89 +91,559 14.59% Q4 2025 Feb 17, 2026
Philadelphia Financial Management of San Francisco, LLC History New 700,000 34,755 3.73% — 90 +700,000 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 690,208 34,268 0.04% 0.03% 91 +306,107 79.69% Q4 2025 Jan 30, 2026
ALLEN OPERATIONS LLC History No change 670,200 33,275 4.16% 5.2% 92 0 0.0% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Reduced 668,881 33,209 0.17% 0.22% 93 -52,357 -7.26% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History Added to 705,391 31,339 0.04% 0.05% 94 +225,198 46.9% Q4 2025 Mar 09, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 620,804 30,822 4.41% 5.82% 95 +12,517 2.06% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 614,300 30,500 0.04% 0.05% 96 -20,965 -3.3% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 624,456 30,301 0.17% 0.05% 97 +429,655 220.56% Q4 2025 Jan 29, 2026
Yarbrough Capital, LLC History Added to 600,825 29,830 0.93% 1.06% 98 +76,612 14.61% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Added to 596,279 29,605 0.09% 0.06% 99 +269,892 82.69% Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 594,361 29,510 4.36% 5.62% 100 +30,852 5.47% Q4 2025 Feb 03, 2026
MML INVESTORS SERVICES, LLC History Added to 585,118 29,051 0.07% 0.08% 101 +126,717 27.64% Q4 2025 Feb 13, 2026
Oxler Private Wealth LLC History Added to 553,454 27,478 7.96% 9.48% 102 +52,183 10.41% Q4 2025 Jan 23, 2026
ARP Global Capital Ltd History New 552,408 27,427 8.28% — 103 +552,408 New Q4 2025 Mar 12, 2026
UBS Group AG History Added to 548,614 27,238 0.0% 0.0% 104 +413,621 306.4% Q4 2025 Jan 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 544,159 27,017 0.35% 0.44% 105 +76,160 16.27% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 543,422 26,980 0.3% 0.23% 106 +275,969 103.18% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 530,051 26,317 0.01% 0.01% 107 +119,091 28.98% Q4 2025 Feb 10, 2026
Trans-Canada Capital Inc. History Reduced 528,900 26,259 1.51% 7.47% 108 -1,362,901 -72.04% Q4 2025 Feb 09, 2026
KALEIDOSCOPE CAPITAL LP History Reduced 527,752 26,202 10.01% 11.89% 109 -112,552 -17.58% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 523,235 25,978 0.01% 0.03% 110 -119,111 -18.54% Q4 2025 Feb 06, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 518,300 25,716 12.29% 16.58% 111 -54,417 -9.5% Q4 2025 Feb 03, 2026
Shay Capital LLC History Added to 515,000 25,569 2.64% 0.08% 112 +500,000 3333.33% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Reduced 502,413 24,944 4.56% 5.88% 113 -28,642 -5.39% Q4 2025 Feb 13, 2026
MYDA Advisors LLC History New 500,000 24,825 4.73% — 114 +500,000 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 622,155 23,663 0.03% 0.04% 115 +56,730 10.03% Q4 2025 Jan 08, 2026
Intesa Sanpaolo S.p.A. History New 470,409 23,440 1.34% — 116 +470,409 New Q4 2025 Feb 17, 2026
PPSC Investment Service Corp History Added to 472,000 23,434 1.75% 2.19% 117 +48,000 11.32% Q4 2025 Jan 26, 2026
BlueCrest Capital Management Ltd History Reduced 461,000 22,888 0.69% 93.03% 118 -339,000 -42.38% Q4 2025 Feb 17, 2026
PBCay One RSC Ltd History New 460,600 22,868 4.03% — 119 +460,600 New Q4 2025 Feb 05, 2026
Spear Holdings RSC Ltd History New 460,600 22,868 4.03% — 120 +460,600 New Q4 2025 Feb 05, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 453,590 22,520 2.34% — 121 +453,590 New Q4 2025 Feb 09, 2026
Creative Planning History Reduced 451,589 22,421 0.02% 0.02% 122 -25,492 -5.34% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Added to 395,755 21,431 0.46% 0.52% 123 +53,991 15.8% Q4 2025 Feb 13, 2026
Clear Street Group Inc. History Reduced 428,753 21,287 0.08% 3.15% 124 -13,772,168 -96.98% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 447,004 21,152 0.08% 0.14% 125 -296,990 -39.92% Q4 2025 Feb 18, 2026
Squarepoint Ops LLC History Reduced 424,963 21,099 0.02% 0.06% 126 -506,491 -54.38% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History Added to 422,164 20,960 0.36% 0.56% 127 +51,178 13.8% Q4 2025 Feb 09, 2026
GM Advisory Group, LLC History Added to 412,965 20,503 0.8% 0.97% 128 +60,473 17.16% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 347,172 20,216 0.06% 0.05% 129 +93,309 36.76% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 402,283 19,973 0.05% 0.08% 130 +785 0.2% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Added to 399,494 19,834 0.03% 0.04% 131 +17,874 4.68% Q4 2025 Feb 10, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 398,510 19,786 1.31% 1.95% 132 0 0.0% Q4 2025 Feb 17, 2026
Parkwood LLC History Added to 394,000 19,562 1.51% 1.75% 133 +98,000 33.11% Q4 2025 Feb 17, 2026
Marcho Partners LLP History Reduced 389,550 19,341 11.74% 10.27% 134 -25,000 -6.03% Q4 2025 Feb 13, 2026
Rising Stella Capital Pte. Ltd History New 389,145 19,321 9.1% — 135 +389,145 New Q4 2025 Mar 02, 2026
SCOTIA CAPITAL INC. History Added to 389,048 19,315 0.08% 0.07% 136 +128,694 49.43% Q4 2025 Feb 12, 2026
Encompass More Asset Management History Reduced 387,975 19,262 3.55% 4.85% 137 -1,783 -0.46% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 385,544 19,141 0.03% 0.02% 138 +177,863 85.64% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 350,570 19,014 0.6% 0.03% 139 +337,660 2615.49% Q4 2025 Jan 23, 2026
SJBENEN ADVISORY, LLC History New 379,000 18,817 17.55% — 140 +379,000 New Q4 2025 Jan 14, 2026
GenTrust, LLC History Added to 373,253 18,532 0.8% 1.09% 141 +5,219 1.42% Q4 2025 Feb 02, 2026
SONA ASSET MANAGEMENT (US) LLC History Added to 370,800 18,410 0.42% 0.16% 142 +270,800 270.8% Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 357,184 17,734 0.16% 0.22% 143 +4,206 1.19% Q4 2025 Feb 03, 2026
Strong Tower Advisory Services History Added to 355,730 17,661 3.16% 3.54% 144 +68,060 23.66% Q4 2025 Jan 23, 2026
Virtu Financial LLC History Added to 349,278 17,342 0.67% 0.61% 145 +180,823 107.34% Q4 2025 Feb 23, 2026
Sovran Advisors, LLC History Reduced 320,559 17,310 1.47% 1.73% 146 -3,182 -0.98% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 347,702 17,263 0.32% 0.03% 147 +320,310 1169.36% Q4 2025 Jan 23, 2026
Proem Advisors LLC History New 345,000 17,129 1.95% — 148 +345,000 New Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 343,365 17,048 0.13% 0.14% 149 +70,963 26.05% Q4 2025 Feb 12, 2026
All-Stars Investment Ltd History No change 341,000 16,930 6.33% 6.77% 150 0 0.0% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 334,673 16,616 0.03% 0.09% 151 -357,057 -51.62% Q4 2025 Feb 17, 2026
Longitude (Cayman) Ltd. History New 334,000 16,583 7.16% — 152 +334,000 New Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 690,413 16,299 0.02% 0.02% 153 +508,134 278.77% Q4 2025 Feb 13, 2026
Lalia Capital, LLC History New 327,400 16,255 12.73% — 154 +327,400 New Q4 2025 Feb 11, 2026
Zhang Financial LLC History Added to 327,153 16,243 0.61% 0.82% 155 +17,933 5.8% Q4 2025 Feb 10, 2026
Aequim Alternative Investments LP History Added to 325,000 16,136 0.32% 0.36% 156 +75,000 30.0% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Reduced 321,312 15,953 1.04% 1.49% 157 -20,336 -5.95% Q4 2025 Jan 22, 2026
Aristides Capital LLC History Reduced 320,713 15,923 2.82% 3.63% 158 -66,441 -17.16% Q4 2025 Feb 26, 2026
Magnus Financial Group LLC History Reduced 307,817 15,283 1.17% 1.78% 159 -40,146 -11.54% Q4 2025 Jan 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 304,234 15,105 0.02% 0.01% 160 +209,745 221.98% Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History Added to 300,000 14,895 0.02% 0.0% 162 +250,000 500.0% Q4 2025 Feb 17, 2026
SCOGGIN MANAGEMENT LP History Reduced 300,000 14,895 2.28% 3.31% 161 -25,000 -7.69% Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History Added to 296,478 14,720 3.57% 4.16% 163 +34,995 13.38% Q4 2025 Jan 27, 2026
Cavalier Investments, LLC History Added to 288,190 14,308 0.74% 0.78% 164 +238,210 476.61% Q4 2025 Feb 13, 2026
Ardmore Road Asset Management LP History Reduced 279,219 13,863 1.05% 1.68% 165 -120,781 -30.2% Q4 2025 Feb 17, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 272,865 13,547 4.04% 4.65% 166 +46,465 20.52% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 270,565 13,433 0.06% 0.06% 167 +55,430 25.77% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 264,580 13,136 0.19% 0.35% 168 -85,010 -24.32% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 260,649 12,941 0.01% 0.0% 169 +240,754 1210.12% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 258,804 12,849 0.23% 0.39% 170 -11,880 -4.39% Q4 2025 Feb 06, 2026
Mint Tower Capital Management B.V. History Reduced 251,400 12,482 1.44% 20.49% 171 -2,410,135 -90.55% Q4 2025 Feb 12, 2026
IvyRock Asset Management (HK) Ltd History Reduced 248,900 12,357 6.52% 11.33% 172 -156,600 -38.62% Q4 2025 Feb 11, 2026
Sara-Bay Financial History Added to 247,896 12,352 3.69% 3.66% 173 +46,623 23.16% Q4 2025 Jan 20, 2026
Avestar Capital, LLC History Added to 241,928 12,011 0.78% 0.4% 174 +148,358 158.55% Q4 2025 Feb 10, 2026
Farringdon Capital, Ltd. History Added to 237,210 11,777 2.89% 2.63% 175 +77,976 48.97% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Reduced 235,954 11,715 0.82% 1.7% 176 -145,641 -38.17% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 234,645 11,650 0.02% 0.01% 177 +194,184 479.93% Q4 2025 Jan 23, 2026
Claar Advisors LLC History Added to 233,121 11,574 3.38% 4.47% 178 +607 0.26% Q4 2025 Feb 17, 2026
DV Trading LLC History New 232,037 11,520 0.32% — 179 +232,037 New Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 230,203 11,429 0.82% 1.21% 180 -36,005 -13.53% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 228,069 11,321 0.01% 0.0% 181 +83,812 58.1% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 227,604 11,300 0.56% 0.09% 182 +205,292 920.1% Q4 2025 Jan 07, 2026
SYON CAPITAL LLC History Reduced 227,602 11,300 0.56% 1.04% 183 -71,575 -23.92% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 222,973 11,070 0.19% 0.2% 184 +80,493 56.49% Q4 2025 Feb 19, 2026
KADENSA CAPITAL Ltd History Added to 219,599 10,903 1.13% 1.22% 185 +36,835 20.15% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 219,085 10,877 0.18% 0.02% 186 +201,085 1117.14% Q4 2025 Jan 28, 2026
NTV ASSET MANAGEMENT LLC History Reduced 214,261 10,638 1.13% 1.65% 187 -18,162 -7.81% Q4 2025 Jan 20, 2026
Addison Capital Co History Added to 212,727 10,561 2.64% 3.98% 188 +5,400 2.6% Q4 2025 Feb 02, 2026
Brown University History No change 212,500 10,550 7.4% 8.17% 189 0 0.0% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 211,113 10,481 0.02% 0.01% 190 +88,728 72.5% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Added to 2,254,134 10,412 0.24% 0.08% 191 +445,034 24.6% Q4 2025 Feb 17, 2026
SkyBridge Capital II, LLC History Reduced 209,599 10,406 61.59% 23.92% 192 -1,800 -0.85% Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Reduced 208,951 10,374 0.96% 1.48% 193 -18,007 -7.93% Q4 2025 Jan 30, 2026
MATAURO, LLC History Added to 208,593 10,356 1.56% 1.44% 194 +68,940 49.37% Q4 2025 Jan 16, 2026
SIMPLEX TRADING, LLC History Reduced 202,920 10,074 0.01% 0.05% 195 -1,325,695 -86.73% Q4 2025 Feb 11, 2026
Trustees of Dartmouth College History New 201,531 10,006 2.54% — 196 +201,531 New Q4 2025 Jan 14, 2026
Verde Capital Management History Added to 198,103 9,835 2.1% 2.36% 197 +34,291 20.93% Q4 2025 Feb 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 197,100 9,786 0.01% 0.01% 198 +61,993 45.88% Q4 2025 Feb 17, 2026
Kamunting Street Capital Management, L.P. History Added to 195,181 9,691 6.61% 7.51% 199 +40,000 25.78% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 194,564 9,660 0.07% 0.04% 200 +130,794 205.1% Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Added to 192,780 9,571 0.07% 0.08% 201 +25,168 15.02% Q4 2025 Feb 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 192,217 9,569 2.61% 2.99% 202 +32,369 20.25% Q4 2025 Jan 28, 2026
Savvy Advisors, Inc. History Added to 192,203 9,542 0.31% 0.45% 203 +40,545 26.73% Q4 2025 Jan 20, 2026
Trek Financial, LLC History Added to 189,965 9,431 0.55% 0.68% 204 +15,280 8.75% Q4 2025 Feb 04, 2026
Alamea Verwaltungs GmbH History No change 144,892 9,417 6.36% 6.43% 205 0 0.0% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 187,213 9,328 0.13% 0.18% 206 +5,001 2.74% Q4 2025 Feb 05, 2026
Mutual Advisors, LLC History Added to 186,429 9,256 0.2% 0.24% 207 +10,138 5.75% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 185,171 9,193 0.1% 0.16% 208 +26,311 16.56% Q4 2025 Jan 23, 2026
Corecam Pte. Ltd. History Added to 206,150 9,047 4.7% 5.26% 209 +51,250 33.09% Q4 2025 Mar 02, 2026
TLT Family Holdco ULC History No change 180,000 8,937 0.98% 1.07% 210 0 0.0% Q4 2025 Feb 13, 2026
Main Street Research LLC History Reduced 179,540 8,914 0.51% 0.67% 211 -11,302 -5.92% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 177,083 8,792 0.84% 1.08% 212 +5,154 3.0% Q4 2025 Jan 29, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 175,000 8,688 0.13% 0.22% 213 -56,638 -24.45% Q4 2025 Feb 17, 2026
Bayshore Capital Advisors, LLC History New 170,984 8,489 4.24% — 214 +170,984 New Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History Added to 166,291 8,256 1.07% 1.4% 215 +5,019 3.11% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 161,478 8,017 0.16% 0.01% 216 +154,817 2324.23% Q4 2025 Feb 06, 2026
Elequin Capital, LP History Reduced 157,955 7,842 0.58% 3.56% 217 -853,728 -84.39% Q4 2025 Feb 17, 2026
Bienville Capital Management, LLC History Reduced 157,216 7,805 1.24% 2.25% 218 -24,560 -13.51% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 157,146 7,802 0.46% 0.53% 219 -11,823 -7.0% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 156,061 7,748 0.19% 0.23% 220 +14,023 9.87% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 155,708 7,730 0.09% 0.14% 221 -23,728 -13.22% Q4 2025 Jan 15, 2026
Jaffetilchin Investment Partners, LLC History Added to 154,866 7,689 0.45% 0.59% 222 +2,880 1.89% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Added to 154,821 7,686 0.11% 0.13% 223 +26,355 20.52% Q4 2025 Feb 09, 2026
Signal Advisors Wealth, LLC History Added to 153,817 7,637 0.61% 0.82% 224 +14,874 10.71% Q4 2025 Jan 13, 2026
K2 PRINCIPAL FUND, L.P. History Added to 152,322 7,562 0.61% 0.4% 225 +76,222 100.16% Q4 2025 Feb 13, 2026
VCI Wealth Management LLC History Added to 152,033 7,548 2.1% 2.57% 226 +21,787 16.73% Q4 2025 Jan 27, 2026
Atika Capital Management LLC History New 1,500 7,447 0.78% — 227 +1,500 New Q4 2025 Feb 13, 2026
Evolution Wealth Advisors, LLC History Reduced 148,686 7,382 0.74% 1.55% 228 -28,636 -16.15% Q4 2025 Jan 12, 2026
Advisory Services Network, LLC History Reduced 145,909 7,244 0.1% 0.17% 229 -36,628 -20.07% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 144,812 7,189 0.01% 0.0% 230 +127,222 723.26% Q4 2025 Feb 17, 2026
T3 Companies, LLC History New 215,835 7,126 8.85% — 232 +215,835 New Q4 2025 Feb 11, 2026
J. Safra Sarasin Holding AG History Added to 143,515 7,126 0.12% 0.11% 231 +35,677 33.08% Q4 2025 Jan 15, 2026
FIRST TRUST ADVISORS LP History Added to 141,797 7,040 0.01% 0.01% 233 +8,202 6.14% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 138,763 6,889 0.33% 0.41% 234 +34,183 32.69% Q4 2025 Jan 28, 2026
TORNO CAPITAL, LLC History No change 138,000 6,851 1.53% 0.74% 235 0 0.0% Q4 2025 Feb 17, 2026
Estate Planners Group, LLC History New 136,974 6,800 2.95% — 236 +136,974 New Q4 2025 Apr 07, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 135,909 6,747 3.1% 3.98% 237 +14,119 11.59% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History Added to 135,213 6,713 1.32% 1.16% 238 +46,025 51.6% Q4 2025 Jan 28, 2026
Vienna Asset Management LLC History Added to 135,049 6,705 3.8% 3.75% 239 +38,275 39.55% Q4 2025 Feb 13, 2026
Silverleafe Capital Partners, LLC History Added to 133,413 6,623 1.96% 2.5% 240 +7,861 6.26% Q4 2025 Jan 12, 2026
Paragon Advisors, LLC History Reduced 133,016 6,604 1.79% 8.29% 241 -360,288 -73.04% Q4 2025 Jan 12, 2026
Heirloom Wealth Management History Added to 130,153 6,462 1.49% 1.93% 242 +7,433 6.06% Q4 2025 Jan 15, 2026
Concentrum Wealth Management History Reduced 127,275 6,319 1.76% 2.51% 243 -6,595 -4.93% Q4 2025 Feb 04, 2026
Truvestments Capital LLC History Added to 126,606 6,285 1.14% 1.26% 244 +19,515 18.22% Q4 2025 Feb 13, 2026
Benson Wealth Management INC History New 125,223 6,217 6.92% — 245 +125,223 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 125,102 6,211 0.05% 0.04% 246 +3,735 3.08% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 123,898 6,151 0.11% 0.09% 247 +53,756 76.64% Q4 2025 Jan 16, 2026
Arkadios Wealth Advisors History Reduced 122,774 6,095 0.12% 0.32% 248 -82,019 -40.05% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Added to 122,252 6,069 0.09% 0.03% 249 +92,411 309.68% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 122,049 6,059 0.1% 0.05% 250 +83,831 219.35% Q4 2025 Mar 12, 2026
EVOKE WEALTH, LLC History Added to 120,811 5,998 0.11% 0.13% 251 +18,710 18.32% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 119,715 5,943 0.16% 0.2% 252 +7,692 6.87% Q4 2025 Feb 03, 2026
Visionary Wealth Advisors History Added to 119,626 5,939 0.27% 0.34% 254 +7,043 6.26% Q4 2025 Feb 13, 2026
Pettinga Financial Advisors LLC History Reduced 119,627 5,939 1.13% 1.59% 253 -5,592 -4.47% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 119,531 5,934 0.03% 0.04% 255 +12,793 11.99% Q4 2025 Jan 26, 2026
Maytree Asset Management Ltd History Reduced 119,495 5,932 4.4% 7.67% 256 -11,684 -8.91% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 118,722 5,894 0.03% 0.04% 257 +30,897 35.18% Q4 2025 Feb 13, 2026
Modus Advisors, LLC History Added to 117,516 5,834 1.54% 1.04% 258 +58,456 98.98% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 117,317 5,824 0.47% 0.54% 259 +21,903 22.96% Q4 2025 Feb 12, 2026
Cercano Management LLC History No change 117,140 5,816 0.22% 0.29% 260 0 0.0% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 140,551 5,808 0.02% — 261 +140,551 New Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 116,873 5,802 0.02% 0.01% 262 +91,050 352.59% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 116,210 5,769 0.0% 0.0% 263 -2,575 -2.17% Q4 2025 Feb 10, 2026
Upper Left Wealth Management, LLC History Added to 112,908 5,605 3.42% 3.94% 264 +16,353 16.94% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Added to 112,671 5,594 0.06% 0.04% 265 +53,195 89.44% Q4 2025 Feb 05, 2026
CSS LLC/IL History Reduced 112,234 5,572 0.25% 0.41% 266 -26,846 -19.3% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 111,920 5,556 0.24% 0.26% 267 -8,106 -6.75% Q4 2025 Feb 17, 2026
Rakuten Group, Inc. History No change 109,918 5,457 0.24% 0.47% 268 0 0.0% Q4 2025 Feb 05, 2026
Family Manage LLC History Added to 109,481 5,435 0.69% 0.84% 269 +15,808 16.88% Q4 2025 Feb 17, 2026
EPIQ PARTNERS, LLC History Added to 108,005 5,362 2.5% 3.23% 270 +3,014 2.87% Q4 2025 Jan 07, 2026
Compound Planning, Inc. History Added to 107,727 5,348 0.16% 0.19% 271 +19,349 21.89% Q4 2025 Feb 19, 2026
FIFTH THIRD BANCORP History Added to 107,347 5,329 0.02% 0.02% 272 +5,025 4.91% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 106,443 5,284 0.11% 0.14% 273 +14,839 16.2% Q4 2025 Feb 03, 2026
IPG Investment Advisors LLC History Added to 106,359 5,280 0.93% 1.05% 274 +15,971 17.67% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 104,886 5,207 0.06% 0.1% 275 -75,687 -41.91% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 103,973 5,162 0.12% 0.06% 276 +69,746 203.77% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 102,934 5,110 0.1% 0.1% 277 +28,202 37.74% Q4 2025 Feb 05, 2026
Vontobel Holding Ltd. History Added to 102,350 5,081 0.02% 0.02% 278 +8,364 8.9% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History Added to 102,136 5,071 0.27% 0.25% 279 +34,118 50.16% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Added to 101,623 5,045 0.16% 0.08% 280 +60,503 147.14% Q4 2025 Jan 09, 2026
FFG Partners, LLC History Reduced 101,325 5,030 1.46% 3.22% 281 -81,232 -44.5% Q4 2025 Jan 23, 2026
Cobblestone Asset Management LLC History Added to 99,332 4,931 2.21% 2.84% 282 +3,846 4.03% Q4 2025 Jan 15, 2026
EFG International AG History New 98,421 4,886 0.09% — 283 +98,421 New Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Added to 98,346 4,882 0.18% 0.24% 284 +401 0.41% Q4 2025 Jan 07, 2026
FORTE ASSET MANAGEMENT LLC History Added to 97,923 4,861 2.21% 1.8% 285 +40,394 70.22% Q4 2025 Jan 16, 2026
New Capital Management LP History Added to 97,732 4,852 1.22% 1.63% 286 +1,917 2.0% Q4 2025 Jan 20, 2026
Audent Global Asset Management, LLC History Added to 96,993 4,815 3.05% 4.11% 287 +10,130 11.66% Q4 2025 Mar 10, 2026
Bulltick Wealth Management, LLC History Added to 96,135 4,773 1.01% 0.83% 288 +42,074 77.83% Q4 2025 Feb 17, 2026
MSA Advisors, LLC History New 95,670 4,750 1.19% — 289 +95,670 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 95,615 4,747 0.22% 0.23% 290 +19,189 25.11% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 95,427 4,737 0.02% — 291 +95,427 New Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Added to 93,594 4,646 0.01% 0.0% 292 +43,138 85.5% Q4 2025 Feb 02, 2026
Activest Wealth Management History Added to 92,781 4,606 0.86% 0.85% 293 +28,436 44.19% Q4 2025 Jan 30, 2026
X-Square Capital, LLC History Reduced 92,645 4,600 1.51% 2.74% 294 -42,088 -31.24% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 91,907 4,563 0.06% 0.04% 295 +38,809 73.09% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 91,475 4,541 0.22% 0.29% 296 -1,637 -1.76% Q4 2025 Jan 20, 2026
Marathon Trading Investment Management LLC History Reduced 90,900 4,513 0.1% 0.42% 297 -4,067 -4.28% Q4 2025 Feb 13, 2026
Bellecapital International Ltd. History Added to 90,489 4,492 0.8% 0.79% 298 +15,260 20.28% Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History Added to 90,064 4,471 0.0% 0.0% 299 +34,977 63.49% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 90,062 4,471 0.35% 0.47% 300 -11,961 -11.72% Q4 2025 Jan 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 89,684 4,452 0.03% 0.01% 301 +61,105 213.81% Q4 2025 Feb 17, 2026
Quinn Opportunity Partners LLC History Reduced 89,600 4,448 0.19% 0.74% 302 -70,400 -44.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 89,271 4,432 0.02% 0.04% 303 -9,540 -9.65% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 88,914 4,414 0.05% 0.07% 304 +29,273 49.08% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 88,717 4,404 0.09% 0.11% 305 +42,740 92.96% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 88,557 4,396 0.01% 0.01% 306 -8,760 -9.0% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Added to 88,399 4,389 0.02% 0.0% 307 +81,855 1250.84% Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History Reduced 87,761 4,357 1.28% 2.37% 308 -41,033 -31.86% Q4 2025 Jan 09, 2026
Sepio Capital, LP History Added to 87,610 4,349 0.24% 0.18% 309 +41,936 91.82% Q4 2025 Feb 12, 2026
Bosman Wealth Management, LLC History Reduced 86,337 4,286 3.52% 5.23% 310 -17,422 -16.79% Q4 2025 Jan 27, 2026
Requisite Capital Management, LLC History Reduced 85,353 4,237 0.8% 1.15% 311 -20,155 -19.1% Q4 2025 Feb 05, 2026
Waratah Capital Advisors Ltd. History Reduced 85,100 4,225 0.14% 0.35% 312 -218,929 -72.01% Q4 2025 Feb 09, 2026
SIH Partners, LLLP History Reduced 84,509 4,195 0.08% 0.7% 313 -294,876 -77.72% Q4 2025 Feb 17, 2026
Centurion Wealth Management LLC History Added to 83,134 4,127 0.9% 1.22% 314 +606 0.73% Q4 2025 Jan 14, 2026
BRIDGER MANAGEMENT, LLC History Reduced 83,119 4,126 2.65% 3.63% 315 -20,500 -19.78% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Added to 82,779 4,109 0.09% 0.06% 316 +43,149 108.88% Q4 2025 Feb 04, 2026
SIG BROKERAGE, LP History Reduced 82,522 4,097 0.13% 0.34% 317 -97,944 -54.27% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History New 82,074 4,074 0.03% — 318 +82,074 New Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Reduced 81,751 4,058 0.42% 0.6% 319 -5,267 -6.05% Q4 2025 Jan 20, 2026
Financial Enhancement Group LLC History Added to 78,972 4,036 0.53% 0.72% 320 +2,422 3.16% Q4 2025 Jan 23, 2026
WIT, LLC History New 80,970 4,020 0.08% — 321 +80,970 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 80,123 3,978 0.04% 0.06% 322 -457 -0.57% Q4 2025 Jan 20, 2026
Sassicaia Capital Advisers LLC History Added to 80,000 3,972 8.7% 1.22% 323 +38,000 90.48% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 79,373 3,940 0.08% 0.08% 324 +17,718 28.74% Q4 2025 Jan 14, 2026
RK Capital Management, LLC/FL History New 79,000 3,922 0.1% — 325 +79,000 New Q4 2025 Feb 17, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 78,832 3,914 1.18% 1.48% 326 +6,228 8.58% Q4 2025 Jan 30, 2026
Mill Creek Capital Advisors, LLC History Reduced 78,586 3,901 0.08% 0.11% 327 -4,244 -5.12% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 78,490 3,897 0.07% 0.09% 328 +9,746 14.18% Q4 2025 Jan 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 77,416 3,844 0.13% 0.15% 329 +9,217 13.51% Q4 2025 Feb 13, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 77,403 3,843 0.31% 0.41% 330 +7,320 10.44% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 76,314 3,788 0.02% 0.03% 331 +10,654 16.23% Q4 2025 Jan 28, 2026
Foundation Wealth Management, LLC History Reduced 75,629 3,764 2.48% 3.86% 332 -17,292 -18.61% Q4 2025 Jan 27, 2026
Bull Oak Capital, LLC History Added to 75,402 3,743 1.53% 1.92% 333 +5,798 8.33% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Reduced 75,351 3,741 0.03% 0.05% 334 -23,733 -23.95% Q4 2025 Jan 05, 2026
Step Capital Management Pte. Ltd. History New 75,000 3,723 1.71% — 335 +75,000 New Q4 2025 Jan 21, 2026
Keebeck Wealth Management History Added to 74,165 3,682 0.42% 0.52% 336 +6,533 9.66% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 74,016 3,674 0.03% 0.04% 337 +780 1.07% Q4 2025 Jan 26, 2026
Catalyst Funds Management Pty Ltd History No change 73,990 3,673 0.85% 0.73% 338 0 0.0% Q4 2025 Feb 09, 2026
Sageworth Trust Co History Added to 73,247 3,636 0.16% 0.17% 339 +18,229 33.13% Q4 2025 Feb 03, 2026
High Note Wealth, LLC History Added to 73,141 3,631 0.71% 0.93% 340 +1,557 2.18% Q4 2025 Feb 05, 2026
Titiun Yejiel History New 109,655 3,621 4.34% — 341 +109,655 New Q4 2025 Apr 10, 2026
Aptus Capital Advisors, LLC History Added to 72,849 3,616 0.03% 0.01% 342 +50,612 227.6% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 72,733 3,611 0.11% 0.12% 343 +14,007 23.85% Q4 2025 Jan 23, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 72,318 3,590 0.46% 0.78% 344 -20,052 -21.71% Q4 2025 Feb 03, 2026
QTR Family Wealth, LLC History Reduced 91,974 3,584 1.58% 2.92% 345 -2,704 -2.86% Q4 2025 Feb 13, 2026
Waterloo Capital, L.P. History Added to 71,928 3,571 0.26% 0.32% 346 +6,438 9.83% Q4 2025 Feb 10, 2026
Secure Asset Management, LLC History Added to 71,785 3,564 0.56% 0.75% 347 +3,709 5.45% Q4 2025 Jan 20, 2026
Howard Capital Management Inc. History New 71,288 3,539 0.05% — 348 +71,288 New Q4 2025 Jan 23, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 71,059 3,528 1.41% 1.09% 349 +35,689 100.9% Q4 2025 Feb 17, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 70,475 3,499 1.52% 1.13% 351 +30,260 75.25% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 70,478 3,499 0.03% 0.03% 350 +28,986 69.86% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 69,272 3,439 0.21% 0.33% 352 -18,093 -20.71% Q4 2025 Jan 30, 2026
Capital Wealth Alliance, LLC History Added to 85,695 3,437 1.47% 2.32% 353 +13,732 19.08% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 69,191 3,435 0.02% 0.02% 354 +15,016 27.72% Q4 2025 Feb 03, 2026
Corecam AG History New 68,550 3,403 3.32% — 355 +68,550 New Q4 2025 Feb 18, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 68,173 3,384 1.72% 1.84% 356 +14,653 27.38% Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History Added to 67,871 3,369 0.68% 0.35% 357 +48,687 253.79% Q4 2025 Feb 10, 2026
COATUE MANAGEMENT LLC History Reduced 67,226 3,337 0.01% 0.02% 358 -65,414 -49.32% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 66,976 3,325 0.01% 0.01% 359 +2,747 4.28% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Added to 66,601 3,306 0.14% 0.18% 360 +3,285 5.19% Q4 2025 Feb 10, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 66,203 3,286 0.64% 0.86% 361 +3,972 6.38% Q4 2025 Feb 13, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 66,075 3,280 0.86% 1.16% 362 +2,773 4.38% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 65,529 3,255 0.0% — 363 +65,529 New Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 65,417 3,247 0.04% 0.04% 364 +21,806 50.0% Q4 2025 Feb 09, 2026
UDINE WEALTH MANAGEMENT, INC. History Added to 64,758 3,215 1.52% 1.91% 365 +3,589 5.87% Q4 2025 Jan 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 64,392 3,197 0.07% 0.05% 366 +31,084 93.32% Q4 2025 Jan 27, 2026
Convergence Financial, LLC History Added to 63,577 3,156 0.46% 0.5% 367 +12,262 23.9% Q4 2025 Feb 11, 2026
Kingstone Capital Partners Texas, LLC History Reduced 63,567 3,156 1.84% 2.45% 368 -1,357 -2.09% Q4 2025 Feb 03, 2026
Fairbanks Capital Management, Inc. History Reduced 63,433 3,149 1.74% 2.24% 369 -60 -0.09% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 62,525 3,104 0.11% 0.13% 370 +10,091 19.25% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 62,426 3,099 0.0% 0.0% 371 +28,093 81.83% Q4 2025 Feb 18, 2026
Telligent Fund, LP History No change 62,000 3,078 3.42% 3.44% 372 0 0.0% Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History Added to 61,707 3,063 0.22% 0.2% 373 +26,157 73.58% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 61,577 3,057 0.14% 0.62% 374 -134,562 -68.61% Q4 2025 Feb 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 61,425 3,049 1.07% 1.13% 375 +17,361 39.4% Q4 2025 Feb 13, 2026
Regent Peak Wealth Advisors LLC History Added to 61,112 3,034 0.6% 0.12% 376 +51,669 547.17% Q4 2025 Jan 08, 2026
NKCFO LLC History Added to 61,000 3,029 0.88% 0.65% 377 +28,000 84.85% Q4 2025 Feb 02, 2026
Apeiron RIA LLC History Added to 66,445 3,018 0.61% 0.62% 378 +24,875 59.84% Q4 2025 Feb 03, 2026
Lauer Wealth, LLC History Added to 230,896 2,989 2.22% 1.32% 379 +201,710 691.12% Q4 2025 Jan 12, 2026
Compagnie Lombard Odier SCmA History Reduced 60,028 2,980 0.03% 0.06% 380 -17,006 -22.08% Q4 2025 Jan 16, 2026
J. Goldman & Co LP History Reduced 60,000 2,979 0.08% 0.43% 381 -206,000 -77.44% Q4 2025 Feb 17, 2026
Arrington Capital Management, LLC History New 60,000 2,979 2.79% — 382 +60,000 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 59,999 2,978 0.04% 0.03% 383 +23,534 64.54% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Added to 59,414 2,949 0.0% 0.0% 384 +38,430 183.14% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 58,856 2,922 0.08% 0.11% 385 +411 0.7% Q4 2025 Jan 12, 2026
Baring Financial LLC History Reduced 58,826 2,920 1.78% 2.71% 386 -2,298 -3.76% Q4 2025 Jan 07, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 58,608 2,909 0.24% 0.3% 387 +5,368 10.08% Q4 2025 Jan 27, 2026
M Holdings Securities, Inc. History New 58,555 2,907 0.21% — 388 +58,555 New Q4 2025 Feb 11, 2026
Permian Investment Partners, LP History Reduced 58,407 2,899 0.33% 1.01% 389 -78,593 -57.37% Q4 2025 Feb 13, 2026
Stelac Advisory Services LLC History Added to 57,815 2,870 1.01% 1.22% 390 +3,657 6.75% Q4 2025 Feb 12, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 57,685 2,864 1.71% 2.53% 391 -430 -0.74% Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 57,384 2,849 0.03% 0.04% 392 +11,011 23.74% Q4 2025 Feb 10, 2026
Ursa Fund Management, LLC History Added to 57,200 2,839 0.12% 4.01% 393 +2,200 4.0% Q4 2025 Feb 17, 2026
Great Point Wealth Advisors, LLC History New 57,041 2,832 0.52% — 394 +57,041 New Q4 2025 Jan 26, 2026
JTC Employer Solutions Trustee Ltd History Reduced 56,616 2,809 0.19% 2.32% 395 -359,345 -86.39% Q4 2025 Feb 10, 2026
Finer Wealth Management, Inc. History Added to 56,426 2,801 1.36% 1.45% 396 +11,802 26.45% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History Reduced 56,317 2,796 0.03% 0.09% 397 -71,366 -55.89% Q4 2025 Feb 10, 2026
Phraction Management LLC History Added to 55,600 2,760 0.74% 0.94% 398 +5,600 11.2% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 55,302 2,745 0.04% 0.03% 399 +19,516 54.54% Q4 2025 Jan 30, 2026
Pallas Capital Advisors LLC History Added to 55,221 2,741 0.09% 0.03% 400 +44,306 405.92% Q4 2025 Jan 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 54,974 2,729 0.68% 0.98% 401 -714 -1.28% Q4 2025 Feb 06, 2026
NavPoint Financial, Inc. History Added to 54,728 2,717 1.16% 0.17% 402 +49,801 1010.78% Q4 2025 Jan 20, 2026
Chicago Partners Investment Group LLC History Added to 53,568 2,715 0.07% 0.06% 403 +18,206 51.48% Q4 2025 Jan 28, 2026
LFG Wealth Partners, LLC History New 54,599 2,710 1.73% — 405 +54,599 New Q4 2025 Feb 17, 2026
Militia Capital Partners, LP History Reduced 54,590 2,710 1.03% 2.6% 404 -31,700 -36.74% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 54,562 2,709 0.1% 0.12% 406 +6,251 12.94% Q4 2025 Feb 02, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 54,173 2,689 1.46% 1.98% 407 +109 0.2% Q4 2025 Feb 05, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 53,930 2,677 1.62% — 408 +53,930 New Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 53,624 2,672 0.03% 0.04% 409 +1,292 2.47% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 53,722 2,667 0.02% 0.02% 410 +15,234 39.58% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History Added to 53,724 2,667 0.06% 0.08% 411 +994 1.89% Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Reduced 53,195 2,641 0.15% 0.4% 412 -8,967 -14.43% Q4 2025 Jan 29, 2026
Curi Capital, LLC History Added to 53,031 2,632 0.05% 0.05% 413 +8,451 18.96% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 52,926 2,627 0.16% 0.19% 414 +2,239 4.42% Q4 2025 Jan 20, 2026
Genesee Capital Advisors, LLC History Added to 52,746 2,618 1.05% 1.35% 415 +4,988 10.44% Q4 2025 Jan 16, 2026
Massar Capital Management, LP History Reduced 52,696 2,616 0.28% 2.81% 416 -275,849 -83.96% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 52,244 2,593 0.06% 0.06% 417 +13,889 36.21% Q4 2025 Feb 13, 2026
Q Fund Management (Hong Kong) Ltd History Reduced 52,000 2,581 2.42% 13.08% 418 -237,947 -82.07% Q4 2025 Jan 14, 2026
Empower Advisory Group, LLC History Added to 51,581 2,560 0.01% 0.01% 419 +7,196 16.21% Q4 2025 Feb 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 50,903 2,527 0.19% 1.17% 420 -168,845 -76.84% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 48,912 2,520 0.09% 0.08% 421 +19,540 66.53% Q4 2025 Jan 08, 2026
Palumbo Wealth Management LLC History Reduced 50,616 2,513 0.62% 2.95% 423 -91,431 -64.37% Q4 2025 Jan 21, 2026
Wakefield Asset Management LLLP History Added to 50,628 2,513 0.68% 0.7% 422 +10,912 27.48% Q4 2025 Feb 05, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 50,350 2,499 0.02% 0.27% 424 -503,340 -90.91% Q4 2025 Feb 02, 2026
Newbridge Financial Services Group, Inc. History Reduced 50,348 2,499 0.39% 0.64% 425 -15,168 -23.15% Q4 2025 Jan 21, 2026
Edenbrook Capital, LLC History No change 50,000 2,482 0.46% 0.55% 426 0 0.0% Q4 2025 Feb 13, 2026
READYSTATE ASSET MANAGEMENT LP History No change 50,000 2,482 0.1% 0.14% 427 0 0.0% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Added to 49,835 2,474 0.24% 0.23% 428 +13,274 36.31% Q4 2025 Jan 28, 2026
Allworth Financial LP History New 49,242 2,444 0.01% — 429 +49,242 New Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Added to 49,240 2,444 0.04% 0.05% 430 +7,058 16.73% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 49,196 2,442 0.13% 0.18% 431 -65 -0.13% Q4 2025 Feb 10, 2026
Transcendent Capital Group LLC History Added to 48,874 2,426 1.1% 1.39% 432 +1,142 2.39% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 47,788 2,372 0.11% 0.11% 433 +12,876 36.88% Q4 2025 Feb 06, 2026
Hippocratic Financial Advisors, LLC History Added to 46,749 2,321 1.07% 1.16% 434 +9,753 26.36% Q4 2025 Jan 20, 2026
GFS Advisors, LLC History Added to 46,414 2,304 0.27% 0.3% 435 +10,448 29.05% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 46,362 2,301 0.76% 1.21% 436 -4,812 -9.4% Q4 2025 Feb 12, 2026
Friday Financial History Added to 46,014 2,284 0.81% 0.47% 437 +28,652 165.03% Q4 2025 Jan 09, 2026
ADVISORTRUST PARTNERS, LLC History New 45,999 2,283 1.0% — 438 +45,999 New Q4 2025 Mar 10, 2026
CALIFORNIA FIRST LEASING CORP History No change 45,000 2,234 0.73% 1.07% 439 0 0.0% Q4 2025 Feb 17, 2026
MARATHON ASSET MANAGEMENT LP History Added to 47,000 2,232 3.47% 2.16% 440 +22,000 88.0% Q4 2025 Feb 17, 2026
KM Capital Management Ltd. History Added to 44,835 2,226 1.14% 1.04% 441 +10,136 29.21% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 44,739 2,220 0.04% 0.05% 442 +7,062 18.74% Q4 2025 Feb 12, 2026
Rye Brook Capital LLC History Added to 44,700 2,219 2.07% 1.42% 443 +2,700 6.43% Q4 2025 Jan 27, 2026
Purpose Unlimited Inc. History New 44,625 2,215 0.1% — 444 +44,625 New Q4 2025 Mar 20, 2026
Pine Valley Investments Ltd Liability Co History Added to 44,545 2,211 0.1% 0.14% 445 +1,434 3.33% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 44,113 2,190 0.06% 0.08% 446 +5,417 14.0% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History Added to 44,079 2,188 0.37% 0.49% 447 +277 0.63% Q4 2025 Jan 30, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 43,235 2,172 0.95% 1.28% 448 -2,828 -6.14% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 48,455 2,169 0.05% 0.06% 449 -1,549 -3.1% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 43,525 2,161 0.07% 0.08% 450 +6,620 17.94% Q4 2025 Feb 06, 2026
Compass Financial Group, Inc. (Ohio) History New 43,289 2,149 1.57% — 451 +43,289 New Q4 2025 Mar 04, 2026
Arax Advisory Partners History Added to 43,319 2,145 0.06% 0.03% 453 +10,089 30.36% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 43,208 2,145 0.01% 0.02% 452 +3,729 9.45% Q4 2025 Feb 10, 2026
MBL Wealth, LLC History Added to 43,161 2,142 0.17% 0.22% 454 +5,121 13.46% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Reduced 43,009 2,135 0.32% 0.79% 455 -38,089 -46.97% Q4 2025 Jan 08, 2026
PURSUE WEALTH PARTNERS LLC History Added to 42,957 2,133 1.04% 0.95% 456 +16,407 61.8% Q4 2025 Jan 26, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 42,951 2,132 0.35% 0.58% 457 -9,996 -18.88% Q4 2025 Jan 07, 2026
Gradient Investments LLC History Added to 42,858 2,127 0.03% 0.04% 458 +1,840 4.49% Q4 2025 Jan 08, 2026
Montz Harcus Wealth Management LLC History Added to 42,831 2,126 0.86% 1.06% 459 +5,379 14.36% Q4 2025 Jan 22, 2026
Calamos Wealth Management LLC History Reduced 41,236 2,124 0.07% 0.12% 460 -8,022 -16.29% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History Added to 42,726 2,121 0.02% 0.02% 461 +8,891 26.28% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 42,566 2,113 0.07% 0.07% 462 +9,830 30.03% Q4 2025 Jan 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History New 42,557 2,107 0.01% — 463 +42,557 New Q4 2025 Feb 13, 2026
UNIQUE WEALTH, LLC History Added to 42,315 2,100 0.29% 0.18% 464 +23,707 127.4% Q4 2025 Jan 06, 2026
Heritage Family Offices, LLP History Added to 42,252 2,097 0.95% 0.85% 465 +14,281 51.06% Q4 2025 Jan 12, 2026
INVESTMENT PARTNERS, LTD. History Added to 42,162 2,093 0.73% 0.96% 466 +250 0.6% Q4 2025 Feb 10, 2026
Kathmere Capital Management, LLC History Added to 42,136 2,092 0.14% 0.02% 467 +37,732 856.77% Q4 2025 Jan 13, 2026
Kercheville Advisors, LLC History Added to 40,745 2,064 0.54% 0.33% 468 +23,892 141.77% Q4 2025 Jan 29, 2026
Jump Financial, LLC History Reduced 41,507 2,060 0.03% 0.09% 469 -72,626 -63.63% Q4 2025 Feb 17, 2026
WMG Financial Advisors, LLC History Added to 41,431 2,057 0.85% 0.49% 470 +18,720 82.43% Q4 2025 Jan 28, 2026
GR FINANCIAL GROUP, LLC History Added to 41,368 2,053 0.46% 0.53% 471 +5,854 16.48% Q4 2025 Feb 05, 2026
Andina Capital Management, LLC History Added to 41,314 2,051 1.24% 1.17% 472 +9,419 29.53% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Added to 40,970 2,034 0.09% 0.11% 473 +4,034 10.92% Q4 2025 Jan 29, 2026
Kapstone Financial Advisors LLC History New 40,965 2,033 1.01% — 475 +40,965 New Q4 2025 Feb 05, 2026
Integrated Advisors Network LLC History Reduced 40,950 2,033 0.09% 0.16% 474 -18,403 -31.01% Q4 2025 Feb 17, 2026
Broussard Financial Group LLC History New 40,890 2,030 1.65% — 476 +40,890 New Q4 2025 Feb 02, 2026
TSFG, LLC History Added to 40,863 2,029 0.3% 0.35% 477 +6,653 19.45% Q4 2025 Feb 04, 2026
Bison Wealth, LLC History New 50,746 2,018 0.23% — 478 +50,746 New Q4 2025 Mar 24, 2026
DDD Partners, LLC History Added to 40,622 2,016 0.13% 0.16% 479 +975 2.46% Q4 2025 Jan 22, 2026
ION Fund Management Ltd History New 40,000 1,986 0.23% — 480 +40,000 New Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Added to 39,864 1,979 1.34% 1.67% 481 +1,983 5.23% Q4 2025 Feb 02, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 39,154 1,943 0.84% 0.75% 482 +14,581 59.34% Q4 2025 Jan 22, 2026
Gladstone Institutional Advisory LLC History Added to 39,127 1,942 0.07% 0.08% 483 +7,217 22.62% Q4 2025 Feb 17, 2026
AKUNA SECURITIES LLC History Reduced 38,926 1,932 0.01% 0.02% 484 -52,084 -57.23% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Added to 38,930 1,932 0.19% 0.26% 485 +3,085 8.61% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 38,816 1,927 0.01% 0.01% 486 +2,970 8.29% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 38,811 1,926 0.04% 0.05% 487 +1,829 4.95% Q4 2025 Feb 03, 2026
Avid Wealth Partners LLC History Added to 38,672 1,920 0.94% 1.02% 489 +7,235 23.01% Q4 2025 Feb 13, 2026
Impact Partnership Wealth, LLC History Added to 38,680 1,920 0.25% 0.33% 488 +4,683 13.77% Q4 2025 Feb 10, 2026
SteelPeak Wealth, LLC History Added to 38,650 1,918 0.06% 0.07% 490 +8,563 28.46% Q4 2025 Jan 20, 2026
Evergreen Quality Fund GP, Ltd. History No change 38,322 1,902 0.04% 0.06% 491 0 0.0% Q4 2025 Feb 17, 2026
ESG Planning DBA Harper Investing History Added to 38,177 1,895 0.82% 0.91% 492 +8,752 29.74% Q4 2025 Feb 04, 2026
Fort Point Capital Partners LLC History Added to 35,051 1,892 0.21% 0.24% 493 +3,449 10.91% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 37,788 1,876 0.14% 0.15% 494 +7,741 25.76% Q4 2025 Jan 23, 2026
Financial Futures Ltd Liability Co. History Added to 37,527 1,863 0.86% 1.04% 495 +4,675 14.23% Q4 2025 Jan 23, 2026
Pachira Investments Inc. History Added to 37,493 1,861 0.91% 1.26% 496 +2,969 8.6% Q4 2025 Feb 02, 2026
Napean Trading & Investment Co (Singapore) PTE Ltd History No change 37,476 1,860 0.36% 0.47% 497 0 0.0% Q4 2025 Feb 13, 2026
Systelligence, LLC History New 37,355 1,854 0.35% — 498 +37,355 New Q4 2025 Jan 22, 2026
Arete Wealth Advisors, LLC History Reduced 37,179 1,846 0.11% 0.23% 499 -19,982 -34.96% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 36,855 1,829 0.07% 0.14% 500 -18,637 -33.59% Q4 2025 Jan 27, 2026
Lansing Street Advisors History Reduced 36,746 1,824 0.47% 1.74% 503 -64,083 -63.56% Q4 2025 Jan 26, 2026
Elevate Capital Advisors, LLC History Added to 36,749 1,824 1.21% 1.13% 502 +11,735 46.91% Q4 2025 Jan 23, 2026
GUGGENHEIM CAPITAL LLC History Added to 36,753 1,824 0.01% 0.02% 501 +478 1.32% Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 36,595 1,816 1.33% 1.96% 504 -4,679 -11.34% Q4 2025 Feb 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 36,526 1,813 0.1% 0.07% 505 +16,909 86.2% Q4 2025 Feb 13, 2026
Sterling Investment Advisors, Ltd. History Reduced 36,386 1,806 0.33% 0.47% 506 -844 -2.27% Q4 2025 Feb 09, 2026
ARS Investment Partners, LLC History Added to 36,265 1,800 0.11% 0.13% 507 +5,560 18.11% Q4 2025 Feb 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 36,185 1,796 0.07% 0.08% 508 +11,473 46.43% Q4 2025 Feb 09, 2026
FWG Holdings, LLC History No change 28,573 1,792 0.68% 0.77% 509 0 0.0% Q4 2025 Feb 02, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 36,045 1,789 0.94% — 510 +36,045 New Q4 2025 Feb 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 35,325 1,753 0.04% 0.06% 511 -241 -0.68% Q4 2025 Feb 09, 2026
HHLR ADVISORS, LTD. History New 35,300 1,752 0.06% — 512 +35,300 New Q4 2025 Feb 17, 2026
Amtrust Financial Services, Inc. History No change 35,000 1,737 0.55% 0.76% 513 0 0.0% Q4 2025 Jan 22, 2026
True North Advisors, LLC History Reduced 34,890 1,732 0.22% 0.44% 514 -7,599 -17.88% Q4 2025 Jan 22, 2026
SeaCrest Wealth Management, LLC History Reduced 33,366 1,719 0.17% 0.25% 515 -205 -0.61% Q4 2025 Jan 12, 2026
HGC Investment Management Inc. History Reduced 34,606 1,718 0.36% 0.68% 516 -8,330 -19.4% Q4 2025 Feb 17, 2026
Capricorn Fund Managers Ltd History Added to 34,601 1,717 0.41% 0.6% 517 +7,111 25.87% Q4 2025 Jan 21, 2026
Powell Investment Advisors, LLC History Added to 34,524 1,714 0.59% 0.46% 518 +14,153 69.48% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Added to 34,288 1,702 0.09% 0.12% 519 +778 2.32% Q4 2025 Jan 23, 2026
U.S. Capital Wealth Advisors, LLC History Added to 34,020 1,689 0.04% 0.05% 520 +4,479 15.16% Q4 2025 Jan 23, 2026
Prospect Financial Services LLC History Added to 33,980 1,687 0.97% 1.17% 521 +2,664 8.51% Q4 2025 Feb 06, 2026
Independent Family Office, LLC History Added to 32,850 1,680 0.7% 0.86% 522 +1,750 5.63% Q4 2025 Feb 13, 2026
COHEN & STEERS, INC. History New 33,600 1,668 0.0% — 523 +33,600 New Q4 2025 Feb 13, 2026
Atlatl Advisers LLC History Reduced 33,446 1,660 0.64% 7.19% 524 -244,850 -87.98% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Added to 33,429 1,659 0.34% 0.45% 525 +230 0.69% Q4 2025 Feb 11, 2026
Argos Wealth Advisors, LLC History New 33,413 1,658 0.45% — 526 +33,413 New Q4 2025 Feb 04, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 32,448 1,657 1.28% 2.02% 527 +1,998 6.56% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 33,290 1,652 0.18% 0.27% 528 -3,329 -9.09% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Added to 33,172 1,646 0.08% 0.09% 529 +5,282 18.94% Q4 2025 Jan 26, 2026
Daviman Financial, LLC History New 32,963 1,636 0.96% — 531 +32,963 New Q4 2025 Feb 06, 2026
Fonville Wealth Management LLC History Added to 32,964 1,636 0.33% 0.4% 530 +5,693 20.88% Q4 2025 Jan 23, 2026
Columbus Macro, LLC History Added to 32,830 1,630 0.18% 0.14% 532 +14,284 77.02% Q4 2025 Jan 15, 2026
Core Wealth Partners LLC History Added to 34,856 1,626 0.73% 0.93% 533 +1,448 4.33% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 32,566 1,616 0.01% — 534 +32,566 New Q4 2025 Feb 18, 2026
All Terrain Financial Advisors, LLC History Added to 32,483 1,612 0.37% 0.47% 535 +3,400 11.69% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Added to 32,110 1,594 0.2% 0.17% 536 +11,442 55.36% Q4 2025 Jan 13, 2026
Mirador Capital Partners LP History Reduced 32,003 1,588 0.22% 0.31% 537 -1,190 -3.59% Q4 2025 Jan 14, 2026
Fermata Advisors, LLC History Reduced 31,859 1,581 0.38% 0.53% 538 -604 -1.86% Q4 2025 Jan 08, 2026
GK Wealth Management LLC History Added to 31,843 1,577 1.05% 1.2% 539 +6,541 25.85% Q4 2025 Jan 05, 2026
Platform Technology Partners History Reduced 31,685 1,573 0.33% 0.55% 540 -3,797 -10.7% Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History New 31,646 1,571 0.1% — 541 +31,646 New Q4 2025 Jan 16, 2026
Park Edge Advisors, LLC History Reduced 31,535 1,565 0.35% 1.02% 542 -36,346 -53.54% Q4 2025 Jan 16, 2026
Alliance Wealth Advisors, LLC /UT History New 31,373 1,557 0.34% — 543 +31,373 New Q4 2025 Feb 02, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 39,805 1,553 0.6% 0.99% 544 +1,201 3.11% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Reduced 31,033 1,540 0.62% 0.87% 545 -28,148 -47.56% Q4 2025 Feb 13, 2026
Americana Partners, LLC History Added to 31,022 1,540 0.04% 0.04% 546 +11,644 60.09% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Reduced 30,998 1,538 0.07% 0.23% 547 -51,478 -62.42% Q4 2025 Feb 12, 2026
Copia Wealth Management History Reduced 30,894 1,533 1.1% 1.55% 548 -1,227 -3.82% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 30,870 1,532 0.01% 0.01% 549 +1,030 3.45% Q4 2025 Jan 30, 2026
Principia Wealth Advisory, LLC History Added to 30,614 1,519 0.95% 1.17% 550 +4,460 17.05% Q4 2025 Feb 10, 2026
Wealth Management Associates, Inc. History Reduced 30,577 1,518 0.53% 0.84% 552 -5,890 -16.15% Q4 2025 Jan 20, 2026
RoundAngle Advisors LLC History Added to 30,579 1,518 1.11% 1.51% 551 +591 1.97% Q4 2025 Jan 12, 2026
Banco BTG Pactual S.A. History Reduced 30,303 1,504 0.26% 0.36% 553 -7,431 -19.69% Q4 2025 Feb 12, 2026
American Trust History New 30,237 1,501 0.13% — 554 +30,237 New Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History Added to 30,212 1,500 1.13% 1.47% 555 +2,078 7.39% Q4 2025 Feb 17, 2026
Formidable Asset Management, LLC History Reduced 22,993 1,494 0.22% 0.23% 556 -817 -3.43% Q4 2025 Jan 16, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 30,055 1,492 0.29% 0.29% 557 +8,600 40.08% Q4 2025 Feb 17, 2026
Sculptor Capital LP History Reduced 30,000 1,489 0.02% 2.55% 558 -3,292,068 -99.1% Q4 2025 Feb 13, 2026
Carlson Capital, L.P. History New 30,000 1,489 0.53% — 559 +30,000 New Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 29,854 1,487 0.0% 0.0% 560 +17,471 141.09% Q4 2025 Feb 05, 2026
VISTA FINANCE, LLC History No change 29,885 1,483 0.98% 1.29% 561 0 0.0% Q4 2025 Jan 27, 2026
Invesco Ltd. History Added to 29,801 1,479 0.0% 0.0% 562 +4,550 18.02% Q4 2025 Feb 19, 2026
Ethos Financial Group, LLC History Reduced 29,524 1,465 0.11% 0.3% 563 -28,523 -49.14% Q4 2025 Jan 20, 2026
SOFI WEALTH, LLC History Added to 29,486 1,463 0.07% 0.07% 564 +8,293 39.13% Q4 2025 Jan 30, 2026
TME FINANCIAL, INC. History Added to 29,164 1,447 1.02% 0.95% 565 +9,593 49.02% Q4 2025 Jan 27, 2026
Morse Asset Management, Inc History Added to 29,080 1,443 0.29% 0.36% 566 +1,580 5.75% Q4 2025 Feb 03, 2026
Brookwood Investment Group LLC History Added to 28,993 1,439 0.17% 0.2% 567 +5,442 23.11% Q4 2025 Jan 22, 2026
Turim 21 Investimentos Ltda. History Reduced 28,898 1,434 0.55% 0.76% 568 -5,705 -16.49% Q4 2025 Feb 17, 2026
Royal Harbor Partners, LLC History Reduced 28,880 1,433 0.47% 1.19% 569 -25,287 -46.68% Q4 2025 Feb 19, 2026
WealthPlan Investment Management, LLC History New 28,613 1,420 0.09% — 571 +28,613 New Q4 2025 Feb 05, 2026
Circle Wealth Management, LLC History Added to 28,610 1,420 0.02% 0.03% 570 +5,578 24.22% Q4 2025 Feb 13, 2026
Miller Capital Partners, Inc. History New 28,510 1,415 0.71% — 572 +28,510 New Q4 2025 Feb 17, 2026
RED REEF ADVISORS LLC History New 28,486 1,414 1.44% — 573 +28,486 New Q4 2025 Apr 08, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 28,441 1,412 4.28% — 574 +28,441 New Q4 2025 Feb 06, 2026
Joel Isaacson & Co., LLC History Added to 27,915 1,385 0.05% 0.05% 576 +7,513 36.82% Q4 2025 Jan 30, 2026
CORDA Investment Management, LLC. History Added to 27,912 1,385 0.1% 0.12% 575 +1,270 4.77% Q4 2025 Feb 03, 2026
CMG Global Holdings, LLC History Added to 33,215 1,380 0.61% 0.92% 577 +3,432 11.52% Q4 2025 Feb 05, 2026
NorthRock Partners, LLC History Added to 27,755 1,378 0.02% 0.02% 578 +13,936 100.85% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 27,752 1,377 0.05% 0.06% 579 -710 -2.49% Q4 2025 Feb 09, 2026
RIA Advisory Group LLC History Reduced 27,623 1,371 0.33% 0.47% 580 -480 -1.71% Q4 2025 Feb 02, 2026
Venture Visionary Partners LLC History Added to 27,278 1,360 0.04% 0.05% 581 +2,680 10.9% Q4 2025 Feb 13, 2026
DOLIVER ADVISORS, LP History Added to 37,374 1,359 0.34% 0.25% 582 +22,770 155.92% Q4 2025 Jan 06, 2026
Counterweight Ventures, LLC History Added to 27,274 1,354 0.76% 0.98% 583 +1,555 6.05% Q4 2025 Jan 15, 2026
BIP Wealth, LLC History Added to 27,207 1,350 0.05% 0.03% 584 +18,716 220.42% Q4 2025 Jan 21, 2026
Leo Wealth, LLC History Added to 27,207 1,350 0.1% 0.16% 585 +8,651 46.62% Q4 2025 Jan 21, 2026
B. Riley Wealth Advisors, Inc. History Reduced 27,174 1,349 0.06% 0.1% 586 -64,539 -70.37% Q4 2025 Feb 17, 2026
BridgePort Financial Solutions, LLC History Added to 27,005 1,340 0.36% 0.42% 587 +2,933 12.18% Q4 2025 Jan 16, 2026
Mountain Capital Investment Advisors Inc. History Added to 26,288 1,332 0.21% 0.29% 588 +1,673 6.8% Q4 2025 Jan 28, 2026
MATTERS CAPITAL LLC History New 26,673 1,324 1.08% — 590 +26,673 New Q4 2025 Feb 17, 2026
BCS Wealth Management History Added to 26,682 1,324 0.13% 0.14% 589 +17,046 176.9% Q4 2025 Jan 26, 2026
PATTEN & PATTEN INC/TN History Reduced 26,666 1,323 0.08% 0.11% 591 -1,652 -5.83% Q4 2025 Feb 03, 2026
AlphaCore Capital LLC History Reduced 26,617 1,321 0.03% 0.08% 592 -7,806 -22.68% Q4 2025 Feb 05, 2026
TCM Advisors, LLC History Added to 26,567 1,319 0.1% 0.17% 593 +1,463 5.83% Q4 2025 Feb 13, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 26,557 1,318 0.4% 0.39% 594 +7,600 40.09% Q4 2025 Jan 23, 2026
OneAscent Financial Services LLC History Reduced 26,412 1,311 0.12% 0.3% 595 -11,378 -30.11% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 26,346 1,308 0.04% 0.05% 596 +13,675 107.92% Q4 2025 Feb 10, 2026
CoinFund Management LLC History New 26,280 1,304 2.24% — 597 +26,280 New Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Added to 26,110 1,296 0.06% 0.07% 598 +3,790 16.98% Q4 2025 Feb 02, 2026
Howard Capital Management Group, LLC History Added to 25,790 1,280 0.08% 0.11% 599 +100 0.39% Q4 2025 Jan 16, 2026
Camelot Portfolios, LLC History New 38,066 1,279 0.78% — 600 +38,066 New Q4 2025 Jan 29, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 25,754 1,278 0.57% — 601 +25,754 New Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 25,688 1,275 0.01% 0.01% 602 -5,779 -18.37% Q4 2025 Jan 29, 2026
Hurley Capital, LLC History Added to 25,639 1,272 0.71% 0.81% 603 +3,575 16.2% Q4 2025 Feb 17, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 25,464 1,264 0.24% 0.15% 604 +13,561 113.93% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Added to 25,173 1,249 0.04% 0.04% 605 +7,765 44.61% Q4 2025 Feb 04, 2026
Legacy Advisors, LLC History New 25,151 1,248 0.13% — 606 +25,151 New Q4 2025 Jan 27, 2026
Resurgent Financial Advisors LLC History Reduced 25,130 1,247 0.63% 1.09% 607 -9,189 -26.78% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History Reduced 25,090 1,245 0.02% 0.02% 608 -3,432 -12.03% Q4 2025 Jan 15, 2026
Caprock Group, LLC History No change 25,000 1,241 0.03% 0.04% 609 0 0.0% Q4 2025 Jan 28, 2026
CFM WEALTH PARTNERS LLC History Added to 24,944 1,238 0.18% 0.14% 610 +10,126 68.34% Q4 2025 Jan 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 24,924 1,237 0.15% 0.23% 611 -4,575 -15.51% Q4 2025 Feb 13, 2026
Clarius Group, LLC History Added to 24,908 1,236 0.07% 0.08% 612 +4,201 20.29% Q4 2025 Jan 14, 2026
Main Street Financial Solutions, LLC History Added to 25,794 1,232 0.09% 0.05% 613 +12,503 94.07% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 24,800 1,231 0.05% 0.03% 614 +12,700 104.96% Q4 2025 Jan 28, 2026
Apollon Wealth Management, LLC History Added to 24,777 1,230 0.02% 0.01% 615 +12,078 95.11% Q4 2025 Jan 22, 2026
San Luis Wealth Advisors LLC History Added to 25,825 1,227 0.21% 0.1% 616 +13,771 114.24% Q4 2025 Jan 26, 2026
Archer Investment Corp History Reduced 24,706 1,226 0.28% 0.37% 617 -247 -0.99% Q4 2025 Jan 30, 2026
Objective Capital Management, LLC History Reduced 24,556 1,219 1.24% 2.18% 618 -7,868 -24.27% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History Added to 24,472 1,215 0.13% 0.03% 619 +20,601 532.19% Q4 2025 Feb 10, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Added to 24,401 1,211 0.54% 0.61% 620 +3,000 14.02% Q4 2025 Jan 20, 2026
Green Ridge Wealth Planning LLC History New 24,378 1,210 0.62% — 621 +24,378 New Q4 2025 Mar 11, 2026
IFC Advisors LLC History Added to 24,280 1,205 0.18% 0.27% 622 +1,700 7.53% Q4 2025 Feb 12, 2026
Wellington Shields Capital Management, LLC History Reduced 24,243 1,203 0.18% 0.25% 623 -767 -3.07% Q4 2025 Feb 09, 2026
FIDUCIARY FAMILY OFFICE, LLC History Added to 24,120 1,197 0.34% 0.22% 624 +12,320 104.41% Q4 2025 Feb 10, 2026
DBA TRADING, LLC History New 24,100 1,196 0.77% — 625 +24,100 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 24,083 1,195 0.03% 0.05% 626 -6,948 -22.39% Q4 2025 Jan 29, 2026
TRED AVON FAMILY WEALTH, LLC History No change 24,042 1,193 0.39% 0.54% 627 0 0.0% Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History Added to 23,990 1,191 0.16% 0.2% 628 +3,555 17.4% Q4 2025 Feb 17, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 23,980 1,190 0.44% 0.57% 629 +775 3.34% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 43,346 1,189 0.1% 0.13% 630 +20,722 91.59% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 23,767 1,180 0.02% 0.03% 631 +3,625 18.0% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 23,746 1,178 0.13% 0.11% 632 +9,355 65.01% Q4 2025 Feb 11, 2026
Galaxy Digital Capital Management GP LLC History Reduced 23,650 1,174 1.22% 11.11% 633 -211,873 -89.96% Q4 2025 Mar 23, 2026
BANQUE PICTET & CIE SA History New 23,600 1,171 0.01% — 634 +23,600 New Q4 2025 Jan 16, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 23,538 1,168 0.15% 0.2% 635 +138 0.59% Q4 2025 Feb 06, 2026
Royal Fund Management, LLC History New 23,468 1,165 0.11% — 636 +23,468 New Q4 2025 Jan 15, 2026
Cape Investment Advisory, Inc. History Added to 23,356 1,159 0.36% 0.01% 637 +23,171 12524.86% Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Reduced 23,229 1,153 0.14% 0.26% 638 -6,977 -23.1% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Reduced 23,188 1,151 0.13% 0.96% 639 -62,779 -73.03% Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History Added to 19,040 1,150 0.11% 0.03% 640 +9,935 109.12% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 22,961 1,140 0.01% 0.04% 641 -84,448 -78.62% Q4 2025 Feb 09, 2026
Rinkey Investments History Added to 22,878 1,135 0.29% 0.32% 642 +4,317 23.26% Q4 2025 Feb 04, 2026
Pursuit Wealth Management LLC History New 22,842 1,134 0.97% — 643 +22,842 New Q4 2025 Jan 26, 2026
Sound View Wealth Advisors Group, LLC History Reduced 22,780 1,131 0.08% 0.11% 644 -2,581 -10.18% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History Reduced 22,747 1,129 0.02% 0.03% 645 -6,773 -22.94% Q4 2025 Jan 20, 2026
Perennial Investment Advisors, LLC History Reduced 22,707 1,127 0.09% 0.13% 646 -663 -2.84% Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 22,666 1,125 0.09% 0.1% 647 +4,974 28.11% Q4 2025 Feb 09, 2026
FSA Investment Group, LLC History Added to 22,651 1,124 0.69% 0.93% 648 +228 1.02% Q4 2025 Jan 13, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 22,631 1,123 0.07% 0.09% 649 +1,021 4.72% Q4 2025 Feb 12, 2026
BlueChip Wealth Advisors LLC History Reduced 22,622 1,123 0.47% 0.63% 650 -235 -1.03% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 22,557 1,119 0.02% 0.06% 651 -43,728 -65.97% Q4 2025 Feb 17, 2026
Sage Investment Advisers LLC History New 22,535 1,118 0.84% — 652 +22,535 New Q4 2025 Feb 10, 2026
Rothschild Wealth LLC History Added to 22,471 1,115 0.11% 0.15% 654 +11,522 105.23% Q4 2025 Feb 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 22,464 1,115 0.12% 0.22% 653 -7,235 -24.36% Q4 2025 Feb 06, 2026
Triad Wealth Partners, LLC History Added to 22,446 1,114 0.11% 0.13% 655 +7,465 49.83% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 22,299 1,107 0.12% 0.07% 656 +14,022 169.41% Q4 2025 Feb 11, 2026
ABOUND FINANCIAL, LLC History Added to 22,220 1,103 0.43% 0.29% 657 +10,915 96.55% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History Reduced 22,173 1,100 0.19% 0.26% 658 -486 -2.14% Q4 2025 Jan 30, 2026
Generation Capital Management LLC History Added to 21,979 1,091 0.71% 1.01% 659 +615 2.88% Q4 2025 Feb 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 21,899 1,087 0.19% 0.12% 660 +12,713 138.4% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History Added to 21,788 1,081 0.04% 0.03% 661 +11,022 102.38% Q4 2025 Feb 04, 2026
SVB WEALTH LLC History Added to 21,410 1,063 0.06% 0.03% 662 +11,540 116.92% Q4 2025 Feb 04, 2026
METEORA CAPITAL, LLC History New 2,500 1,062 0.09% — 663 +2,500 New Q4 2025 Feb 17, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 21,168 1,050 0.15% 0.26% 664 -6,699 -24.04% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 21,152 1,050 0.01% 0.01% 665 +925 4.57% Q4 2025 Feb 02, 2026
KENNEDY INVESTMENT GROUP History New 21,109 1,048 0.4% — 667 +21,109 New Q4 2025 Feb 06, 2026
PALLADIEM, LLC History New 21,092 1,048 0.99% — 666 +21,092 New Q4 2025 Feb 11, 2026
Accel Wealth Management History Added to 21,009 1,043 0.29% 0.37% 668 +1,181 5.96% Q4 2025 Jan 20, 2026
Gibson Capital, LLC History Reduced 20,964 1,040 0.19% 0.27% 669 -1,496 -6.66% Q4 2025 Feb 05, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 20,945 1,039 0.39% 0.41% 670 +3,831 22.39% Q4 2025 Feb 09, 2026
Wealth Watch Advisors, INC History Added to 20,940 1,039 0.39% 0.53% 671 +1,171 5.92% Q4 2025 Feb 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 20,822 1,033 0.13% 0.07% 673 +12,584 152.76% Q4 2025 Jan 07, 2026
Keystone Financial Group History Added to 20,819 1,033 0.08% 0.09% 672 +2,528 13.82% Q4 2025 Feb 06, 2026
Wealth Analytics Partners, LLC History New 20,749 1,030 0.4% — 674 +20,749 New Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Added to 20,723 1,028 0.01% 0.01% 675 +1,675 8.79% Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 20,590 1,022 0.03% 0.04% 676 0 0.0% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 20,483 1,016 0.08% 0.17% 678 -14,647 -41.69% Q4 2025 Feb 18, 2026
&PARTNERS History Added to 20,468 1,016 0.01% 0.0% 677 +11,875 138.19% Q4 2025 Feb 17, 2026
Fiduciary Planning LLC History Reduced 20,385 1,012 0.31% 0.42% 679 -541 -2.59% Q4 2025 Jan 22, 2026
SAX WEALTH ADVISORS, LLC History Added to 20,383 1,011 0.05% 0.04% 680 +8,809 76.11% Q4 2025 Jan 12, 2026
Icon Wealth Advisors, LLC History Added to 20,359 1,010 0.07% 0.07% 681 +4,122 25.39% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 20,300 1,007 0.02% — 682 +20,300 New Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 20,248 1,005 0.06% 0.07% 683 +3,367 19.95% Q4 2025 Feb 18, 2026
Traynor Capital Management, Inc. History Added to 20,194 1,002 0.05% 0.07% 684 +696 3.57% Q4 2025 Jan 12, 2026
Tarbox Family Office, Inc. History Reduced 20,149 1,000 0.16% 0.31% 685 -12,439 -38.17% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History Added to 20,120 998 0.08% 0.08% 687 +4,326 27.39% Q4 2025 Feb 17, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 20,114 998 0.19% 0.29% 686 -1,492 -6.91% Q4 2025 Feb 17, 2026
MFG WEALTH MANAGEMENT, INC. History Added to 20,088 997 0.78% 0.97% 688 +400 2.03% Q4 2025 Jan 07, 2026
Western Wealth Management, LLC History Added to 20,028 994 0.05% 0.06% 689 +1,665 9.07% Q4 2025 Feb 05, 2026
Hunting Hill Global Capital, LLC History Reduced 20,000 993 0.68% 9.32% 690 -495,169 -96.12% Q4 2025 Feb 17, 2026
Orvieto Partners, L.P. History Added to 20,000 993 0.8% 0.81% 691 +5,000 33.33% Q4 2025 Feb 12, 2026
Choate Investment Advisors History Added to 19,991 992 0.02% 0.03% 692 +817 4.26% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Added to 19,892 987 0.18% 0.02% 693 +3,443 20.93% Q4 2025 Mar 04, 2026
Capital Investment Advisors, LLC History Added to 19,766 981 0.01% 0.01% 694 +6,807 52.53% Q4 2025 Jan 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 19,713 978 0.14% — 696 +19,713 New Q4 2025 Jan 21, 2026
Busey Bank History Added to 19,711 978 0.03% 0.03% 695 +973 5.19% Q4 2025 Jan 27, 2026
DecisionMap Wealth Management, LLC History Added to 19,552 970 0.6% 0.61% 698 +5,000 34.36% Q4 2025 Jan 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 19,548 970 0.03% 0.05% 697 -729 -3.6% Q4 2025 Feb 13, 2026
Astra Wealth Partners LLC History No change 19,488 967 0.57% 0.84% 699 0 0.0% Q4 2025 Feb 02, 2026
Sovereign Financial Group, Inc. History Added to 19,461 966 0.17% 0.23% 700 +393 2.06% Q4 2025 Jan 07, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Added to 19,454 965 0.53% 0.71% 701 +495 2.61% Q4 2025 Jan 05, 2026
Hamilton Wealth, LLC History Added to 19,386 962 0.18% 0.07% 702 +13,973 258.14% Q4 2025 Feb 19, 2026
Sound Financial Strategies Group, LLC History Added to 19,339 960 0.68% 0.87% 703 +910 4.94% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Reduced 19,183 952 0.1% 0.17% 704 -4,811 -20.05% Q4 2025 Feb 05, 2026
Vantage Investment Partners, LLC History No change 19,132 949 0.06% 0.08% 705 0 0.0% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 18,984 943 0.01% 0.02% 706 -973 -4.88% Q4 2025 Feb 10, 2026
FineMark National Bank & Trust History Added to 18,956 941 0.03% 0.04% 707 +187 1.0% Q4 2025 Feb 12, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 18,920 939 0.04% 0.01% 708 +13,770 267.38% Q4 2025 Feb 04, 2026
Rossmore Private Capital History Added to 18,838 935 0.08% 0.1% 709 +4,842 34.6% Q4 2025 Feb 05, 2026
Sloy Dahl & Holst, LLC History No change 18,828 934 0.11% 0.13% 710 0 0.0% Q4 2025 Feb 04, 2026
DiPaolo Financial Group, Inc. History New 18,773 932 0.99% — 711 +18,773 New Q4 2025 Feb 24, 2026
BEARING POINT CAPITAL, LLC History Reduced 18,770 931 0.15% 0.47% 713 -22,976 -55.04% Q4 2025 Feb 10, 2026
Grand Central Investment Group History New 18,764 931 0.68% — 712 +18,764 New Q4 2025 Feb 18, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 18,687 927 0.21% 0.36% 714 -4,078 -17.91% Q4 2025 Jan 28, 2026
Wilmington Savings Fund Society, FSB History Reduced 18,628 924 0.02% 0.03% 715 -2,882 -13.4% Q4 2025 Feb 12, 2026
Aragon Global Management, LP History Reduced 18,600 923 0.28% 0.74% 716 -18,600 -50.0% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 18,498 918 0.02% 0.02% 717 +35 0.19% Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History Added to 18,430 915 0.11% 0.08% 718 +7,627 70.6% Q4 2025 Jan 22, 2026
Key Client Fiduciary Advisors, LLC History Reduced 18,383 912 0.31% 0.45% 719 -2,425 -11.65% Q4 2025 Jan 28, 2026
Sowell Financial Services LLC History Added to 18,303 908 0.03% 0.04% 720 +1,395 8.25% Q4 2025 Jan 21, 2026
Douglass Winthrop Advisors, LLC History Reduced 18,213 904 0.02% 0.03% 721 -6,529 -26.39% Q4 2025 Feb 12, 2026
DeDora Capital, Inc. History Added to 18,224 904 0.21% 0.26% 722 +1,485 8.87% Q4 2025 Jan 22, 2026
LRI Investments, LLC History Added to 18,125 899 0.07% 0.03% 723 +13,125 262.5% Q4 2025 Feb 04, 2026
Revisor Wealth Management LLC History Added to 17,917 898 0.24% 0.15% 724 +11,597 183.5% Q4 2025 Jan 27, 2026
Alpha Financial Partners, LLC History Added to 18,009 894 0.55% 0.47% 725 +6,789 60.51% Q4 2025 Feb 10, 2026
SkyOak Wealth, LLC History New 17,961 891 0.16% — 727 +17,961 New Q4 2025 Feb 05, 2026
WORLD EQUITY GROUP, INC. History Added to 17,949 891 0.25% 0.24% 726 +2,191 13.9% Q4 2025 Jan 12, 2026
SOA Wealth Advisors, LLC. History Added to 17,747 881 0.15% 0.03% 728 +15,409 659.07% Q4 2025 Jan 20, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 17,610 874 0.02% 0.01% 729 +11,311 179.57% Q4 2025 Feb 03, 2026
Quadcap Wealth Management, LLC History Added to 17,619 874 0.1% 0.13% 730 +400 2.32% Q4 2025 Jan 29, 2026
Prodigy Asset Management LLC History New 17,600 873 0.31% — 731 +17,600 New Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 17,568 872 0.05% 0.06% 732 +4,443 33.85% Q4 2025 Feb 11, 2026
Gould Capital, LLC History Added to 17,559 871 0.54% 0.66% 733 +1,103 6.7% Q4 2025 Feb 13, 2026
International Private Wealth Advisors LLC History Added to 17,506 869 0.55% 0.38% 734 +8,270 89.54% Q4 2025 Jan 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,496 868 0.06% 0.08% 735 +175 1.01% Q4 2025 Feb 03, 2026
Cypress Wealth Services, LLC History Added to 17,454 866 0.12% 0.17% 736 +1,540 9.68% Q4 2025 Jan 14, 2026
E6 Portfolios, LLC History New 17,398 863 0.99% — 737 +17,398 New Q4 2025 Feb 13, 2026
Ameliora Wealth Management Ltd. History Added to 17,337 860 0.26% 0.29% 739 +3,719 27.31% Q4 2025 Jan 21, 2026
1776 Wealth LLC History No change 17,335 860 0.32% 0.43% 738 0 0.0% Q4 2025 Feb 11, 2026
Glassman Wealth Services History No change 17,282 858 0.12% 0.16% 740 0 0.0% Q4 2025 Jan 28, 2026
Ackerman Capital Advisors, LLC History Reduced 17,132 850 0.17% 0.48% 741 -18,137 -51.42% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History Added to 17,123 850 0.11% 0.0% 742 +17,023 17023.0% Q4 2025 Jan 20, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 17,031 845 0.12% 0.18% 743 -107 -0.62% Q4 2025 Feb 13, 2026
Three Seasons Wealth, LLC History Added to 17,008 844 0.08% 0.08% 745 +4,157 32.35% Q4 2025 Jan 15, 2026
West Financial Advisors, LLC History Added to 17,002 844 0.14% 0.15% 744 +2,877 20.37% Q4 2025 Jan 13, 2026
Quadrant Private Wealth Management, LLC History New 16,995 843 0.14% — 746 +16,995 New Q4 2025 Jan 26, 2026
SevenBridge Financial Group, LLC History New 16,914 839 0.13% — 747 +16,914 New Q4 2025 Feb 02, 2026
Relyea Zuckerberg Hanson LLC History Added to 16,909 839 0.08% 0.1% 748 +2,123 14.36% Q4 2025 Jan 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 16,866 837 0.03% 0.03% 749 +1,585 10.37% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 16,840 836 0.11% — 750 +16,840 New Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 16,808 834 0.01% 0.02% 751 -1,521 -8.3% Q4 2025 Jan 16, 2026
Octavia Wealth Advisors, LLC History Added to 16,794 833 0.08% 0.1% 752 +1,963 13.24% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 16,744 831 0.04% 0.04% 753 +879 5.54% Q4 2025 Jan 21, 2026
Focus Partners Advisor Solutions, LLC History Reduced 16,626 825 0.01% 0.04% 754 -46,592 -73.7% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 16,542 821 0.06% 0.16% 755 -13,493 -44.92% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Added to 16,541 821 0.06% 0.07% 756 +2,620 18.82% Q4 2025 Jan 21, 2026
THRYVE WEALTH MANAGEMENT LLC History New 16,420 815 0.4% — 757 +16,420 New Q4 2025 Feb 25, 2026
Asset Dedication, LLC History Added to 16,407 814 0.05% 0.07% 758 +10 0.06% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Added to 16,300 809 0.01% 0.01% 759 +5,341 48.74% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 16,251 806 0.0% 0.0% 760 +961 6.29% Q4 2025 Feb 12, 2026
Tamar Securities, LLC History Added to 16,230 805 0.08% 0.12% 761 +67 0.41% Q4 2025 Feb 13, 2026
Harfst & Associates, Inc. History Added to 16,149 801 0.14% 0.18% 763 +807 5.26% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 16,152 801 0.03% 0.04% 762 0 0.0% Q4 2025 Feb 12, 2026
Ascent Wealth Partners, LLC History Added to 16,121 800 0.09% 0.1% 764 +2,770 20.75% Q4 2025 Feb 02, 2026
FRG Family Wealth Advisors LLC History Added to 16,085 798 0.12% 0.15% 765 +1,295 8.76% Q4 2025 Jan 21, 2026
Tolleson Wealth Management, Inc. History New 16,065 797 0.12% — 766 +16,065 New Q4 2025 Feb 17, 2026
J2 Capital Management Inc History Added to 15,992 794 0.58% 0.71% 767 +1,473 10.15% Q4 2025 Jan 20, 2026
Nan Fung Group Holdings Ltd History No change 15,968 792 0.71% 1.74% 768 0 0.0% Q4 2025 Feb 13, 2026
Clientfirst Wealth Management, LLC History Reduced 15,890 788 0.63% 0.89% 770 -1,130 -6.64% Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Reduced 15,875 788 0.02% 0.04% 769 -1,111 -6.54% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 15,858 787 0.01% 0.0% 771 +11,431 258.21% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 14,941 783 0.02% 0.01% 772 +5,650 60.81% Q4 2025 Jan 26, 2026
Crystal Rock Capital Management History Reduced 15,775 783 0.41% 0.61% 773 -1,375 -8.02% Q4 2025 Jan 27, 2026
McAdam, LLC History Added to 17,884 779 0.04% 0.03% 774 +8,999 101.28% Q4 2025 Feb 13, 2026
Osbon Capital Management LLC History New 15,599 774 0.72% — 776 +15,599 New Q4 2025 Mar 16, 2026
Strategic Blueprint, LLC History Reduced 15,601 774 0.05% 0.05% 775 -2,894 -15.65% Q4 2025 Jan 30, 2026
Kastel Capital Advisors, LLC History New 15,577 773 0.47% — 777 +15,577 New Q4 2025 Feb 18, 2026
Finivi Inc. History New 15,543 771 0.45% — 779 +15,543 New Q4 2025 Jan 27, 2026
Archer Investment Management, LLC History New 15,530 771 0.41% — 778 +15,530 New Q4 2025 Jan 12, 2026
Midwest Trust Co History Added to 15,428 766 0.01% 0.0% 780 +12,122 366.67% Q4 2025 Feb 04, 2026
Forum Financial Management, LP History Added to 15,419 765 0.01% 0.01% 781 +7,519 95.18% Q4 2025 Jan 27, 2026
Kera Capital Partners, Inc. History Added to 16,114 765 0.09% 0.13% 782 +2,524 18.57% Q4 2025 Feb 23, 2026
Insight Advisors, LLC/ PA History Reduced 15,403 764 0.12% 0.16% 783 -476 -3.0% Q4 2025 Feb 11, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 15,281 758 0.26% 0.38% 784 +470 3.17% Q4 2025 Jan 08, 2026
Diversified Trust Co History Reduced 15,238 756 0.01% 0.03% 785 -7,106 -31.8% Q4 2025 Jan 09, 2026
A4 Wealth Advisors LLC History Added to 15,221 755 0.65% 0.36% 786 +8,658 131.92% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 15,193 754 0.19% — 787 +15,193 New Q4 2025 Jan 08, 2026
Cassia Capital Partners, LLC History Added to 15,137 751 0.41% 0.2% 789 +9,365 162.25% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 15,135 751 0.01% 0.01% 788 -4,357 -22.35% Q4 2025 Jan 21, 2026
BEACON FINANCIAL GROUP History New 15,121 750 0.07% — 790 +15,121 New Q4 2025 Apr 01, 2026
J. Derek Lewis & Associates Inc. History New 15,052 747 0.17% — 791 +15,052 New Q4 2025 Mar 23, 2026
Financial Management Professionals, Inc. History Added to 15,028 746 0.08% 0.1% 792 +300 2.04% Q4 2025 Jan 27, 2026
LWM Advisory Services, LLC History Added to 15,039 746 0.44% 0.56% 793 +164 1.1% Q4 2025 Feb 12, 2026
Manatuck Hill Partners, LLC History New 15,000 744 0.26% — 794 +15,000 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 14,106 739 0.01% 0.0% 795 +11,250 393.91% Q4 2025 Jan 26, 2026
WEALTH ALLIANCE, LLC History Reduced 14,821 735 0.07% 0.16% 796 -8,902 -37.52% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Added to 14,767 733 0.29% 0.36% 797 +1,078 7.87% Q4 2025 Feb 06, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 14,647 727 0.18% 0.23% 798 -606 -3.97% Q4 2025 Feb 06, 2026
IRON Financial LLC History Added to 14,562 723 0.33% 0.44% 799 +327 2.3% Q4 2025 Jan 22, 2026
Kagan Cocozza Asset Management History Reduced 14,486 719 0.51% 0.72% 800 -154 -1.05% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Added to 14,468 718 0.01% 0.01% 801 +6,032 71.5% Q4 2025 Feb 04, 2026
NWAM LLC History Added to 14,475 718 0.04% 0.05% 802 +609 4.39% Q4 2025 Feb 04, 2026
AWM CAPITAL, LLC History Reduced 14,474 718 0.07% 0.09% 803 -32 -0.22% Q4 2025 Feb 17, 2026
KTF INVESTMENTS, LLC History New 14,445 717 0.12% — 804 +14,445 New Q4 2025 Jan 30, 2026
J.Safra Asset Management Corp History Added to 14,414 715 0.04% 0.03% 805 +5,986 71.03% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 14,382 714 0.01% — 807 +14,382 New Q4 2025 Jan 22, 2026
STIFEL FINANCIAL CORP History Reduced 14,390 714 0.0% 0.0% 806 -1,850 -11.39% Q4 2025 Feb 13, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 14,370 713 0.09% 0.04% 809 +10,285 251.77% Q4 2025 Jan 15, 2026
Snowden Capital Advisors LLC History Added to 14,366 713 0.02% 0.02% 808 +4,289 42.56% Q4 2025 Feb 17, 2026
Summit Global Investments History Reduced 14,325 711 0.04% 0.06% 810 -819 -5.41% Q4 2025 Feb 18, 2026
EPG Wealth Management LLC History Added to 14,302 710 0.19% 0.16% 811 +5,579 63.96% Q4 2025 Jan 28, 2026
Argentarii, LLC History New 14,264 708 0.23% — 812 +14,264 New Q4 2025 Jan 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 14,257 707 0.0% 0.01% 813 +1,516 11.9% Q4 2025 Feb 12, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 14,144 702 0.58% — 814 +14,144 New Q4 2025 Mar 03, 2026
Solitude Financial Services History Added to 14,104 700 0.23% 0.25% 815 +3,049 27.58% Q4 2025 Jan 15, 2026
MOR Wealth Management, LLC History New 14,081 699 0.32% — 816 +14,081 New Q4 2025 Jan 15, 2026
Altman Advisors, Inc. History Added to 13,923 691 0.26% 0.35% 817 +21 0.15% Q4 2025 Feb 04, 2026
Allie Family Office LLC History New 13,905 690 0.32% — 818 +13,905 New Q4 2025 Feb 13, 2026
CCM INVESTMENT ADVISERS LLC History No change 13,885 689 0.07% 0.09% 819 0 0.0% Q4 2025 Jan 12, 2026
Global Wealth Management, LLC History New 13,851 687 0.37% — 821 +13,851 New Q4 2025 Jan 26, 2026
RVW Wealth, LLC History Added to 13,841 687 0.05% 0.07% 820 +195 1.43% Q4 2025 Jan 12, 2026
CURTIS WEALTH MANAGEMENT LLC History New 13,818 686 0.6% — 825 +13,818 New Q4 2025 Feb 11, 2026
ORG Partners LLC History Reduced 13,836 686 0.12% 0.17% 824 -876 -5.95% Q4 2025 Jan 14, 2026
National Wealth Management Group, LLC History Reduced 13,823 686 0.24% 0.35% 823 -398 -2.8% Q4 2025 Jan 12, 2026
Sandbox Financial Partners, LLC History Added to 13,821 686 0.19% 0.25% 822 +254 1.87% Q4 2025 Jan 07, 2026
Fortitude Family Office, LLC History Added to 13,740 682 0.16% 0.09% 826 +8,334 154.16% Q4 2025 Jan 15, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 13,614 675 0.01% 0.02% 827 +1,646 13.75% Q4 2025 Feb 10, 2026
HBK Sorce Advisory LLC History Reduced 17,002 674 0.02% 0.03% 828 -1,912 -10.11% Q4 2025 Feb 09, 2026
Grant Street Asset Management, Inc. History Added to 13,593 674 0.14% 0.18% 829 +124 0.92% Q4 2025 Jan 28, 2026
NewCorp Financial Services, Inc. History New 13,462 668 0.59% — 830 +13,462 New Q4 2025 Feb 10, 2026
Commonwealth Financial Services, LLC History Added to 13,446 667 0.11% 0.14% 831 +675 5.29% Q4 2025 Feb 06, 2026
OARSMAN CAPITAL, INC. History Added to 13,414 666 0.09% 0.11% 832 +784 6.21% Q4 2025 Feb 13, 2026
Avondale Wealth Management History Added to 13,400 665 0.34% 0.44% 833 +800 6.35% Q4 2025 Feb 17, 2026
Greenline Wealth Management LLC History New 13,385 664 0.69% — 835 +13,385 New Q4 2025 Feb 13, 2026
Richmond Investment Services, LLC History Added to 13,382 664 0.11% 0.15% 834 +1,302 10.78% Q4 2025 Feb 12, 2026
Black Swift Group, LLC History Reduced 13,300 660 0.11% 0.22% 836 -6,250 -31.97% Q4 2025 Feb 10, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 13,284 659 0.54% 0.7% 837 +72 0.54% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 13,257 658 0.03% 0.03% 838 +2,149 19.35% Q4 2025 Feb 10, 2026
Aspiring Ventures, LLC History Added to 48,545 657 0.22% 0.14% 839 +42,172 661.73% Q4 2025 Jan 27, 2026
AVALON CAPITAL MANAGEMENT History New 13,219 656 0.16% — 840 +13,219 New Q4 2025 Feb 11, 2026
Cornerstone Wealth Management, LLC History Added to 13,007 645 0.03% 0.03% 841 +3,733 40.25% Q4 2025 Feb 05, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 13,007 645 0.05% 0.05% 842 +2,972 29.62% Q4 2025 Feb 12, 2026
BlackDiamond Wealth Management, LLC History Reduced 16,034 643 0.31% 0.61% 843 -1,231 -7.13% Q4 2025 Feb 10, 2026
Mosley Wealth Management History New 9,155 641 0.29% — 846 +9,155 New Q4 2025 Feb 12, 2026
Wealth Group Ltd History Added to 12,924 641 0.14% 0.1% 845 +6,530 102.13% Q4 2025 Jan 12, 2026
THOMPSON DAVIS & CO., INC. History Reduced 12,922 641 0.38% 0.62% 844 -2,600 -16.75% Q4 2025 Jan 12, 2026
Brooklands Fund Management Ltd History No change 13,500 641 0.3% 1.09% 847 0 0.0% Q4 2025 Feb 17, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 12,900 640 0.03% 0.04% 848 -375 -2.82% Q4 2025 Feb 17, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 12,800 635 0.01% 0.49% 849 -310,098 -96.04% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 12,759 633 0.01% 0.02% 850 +1,583 14.16% Q4 2025 Jan 21, 2026
Clay Northam Wealth Management, LLC History No change 12,755 633 0.35% 0.47% 851 0 0.0% Q4 2025 Feb 17, 2026
Colter Lewis Investment Partners LLC History New 12,743 632 0.73% — 853 +12,743 New Q4 2025 Feb 17, 2026
CAP Partners, LLC History Added to 12,730 632 0.36% 0.46% 852 +263 2.11% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Added to 12,671 631 0.02% 0.04% 854 +2,703 27.12% Q4 2025 Feb 13, 2026
Fortitude Financial, LLC History New 12,705 630 0.53% — 856 +12,705 New Q4 2025 Jan 27, 2026
Walkner Condon Financial Advisors LLC History Reduced 12,708 630 0.09% 0.13% 855 -68 -0.53% Q4 2025 Jan 21, 2026
Cyndeo Wealth Partners, LLC History New 12,683 629 0.03% — 858 +12,683 New Q4 2025 Jan 07, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 12,687 629 0.09% 0.07% 857 +5,541 77.54% Q4 2025 Feb 09, 2026
Maia Wealth LLC History Reduced 16,934 627 0.11% 0.18% 859 -1,062 -5.9% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 12,587 624 0.03% 0.04% 860 +1,122 9.79% Q4 2025 Jan 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 12,531 622 0.01% — 861 +12,531 New Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Added to 12,538 622 0.02% 0.02% 862 +2,606 26.24% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 12,475 619 0.02% 0.01% 863 +3,780 43.47% Q4 2025 Jan 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 12,426 616 0.04% 0.04% 864 +2,283 22.51% Q4 2025 Jan 26, 2026
Blackhawk Capital Partners, LLC History Reduced 12,417 616 0.23% 0.33% 865 -512 -3.96% Q4 2025 Feb 04, 2026
Joseph P. Lucia & Associates, LLC History Added to 12,281 609 0.22% 0.22% 866 +3,424 38.66% Q4 2025 Jan 28, 2026
NVWM, LLC History Reduced 12,183 604 0.13% 0.3% 867 -8,539 -41.21% Q4 2025 Jan 20, 2026
Diversified Enterprises, LLC History Added to 12,179 604 0.04% 0.04% 868 +2,697 28.44% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 12,156 603 0.04% 0.07% 869 -4,663 -27.72% Q4 2025 Feb 03, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 11,737 597 0.35% 0.5% 870 -1,313 -10.06% Q4 2025 Jan 06, 2026
Claro Advisors Inc. History Reduced 12,015 596 0.08% 0.14% 871 -2,564 -17.59% Q4 2025 Feb 17, 2026
Ignite Planners, LLC History Added to 12,526 594 0.09% 0.07% 872 +6,172 97.14% Q4 2025 Feb 06, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 11,944 593 0.02% 0.03% 873 -5,990 -33.4% Q4 2025 Jan 13, 2026
Hyposwiss Advisors SA History New 11,900 590 0.58% — 874 +11,900 New Q4 2025 Feb 17, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 11,879 589 0.54% — 875 +11,879 New Q4 2025 Feb 13, 2026
Heritage Investment Group, Inc. History Reduced 11,863 588 0.09% 0.21% 876 -8,017 -40.33% Q4 2025 Jan 30, 2026
Composition Wealth, LLC History Added to 11,823 587 0.01% 0.01% 877 +5,283 80.78% Q4 2025 Feb 02, 2026
Peak Planning Group, LLC History New 11,759 583 0.16% — 879 +11,759 New Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 11,750 583 0.01% 0.01% 878 +3,390 40.55% Q4 2025 Jan 28, 2026
Advance Capital Management, Inc. History Added to 11,733 582 0.02% 0.03% 881 +2,305 24.45% Q4 2025 Jan 06, 2026
PHILADELPHIA TRUST CO History No change 11,731 582 0.04% 0.05% 880 0 0.0% Q4 2025 Feb 12, 2026
SANDERS MORRIS HARRIS LLC History Reduced 11,726 581 0.9% 0.19% 882 -10,006 -46.04% Q4 2025 Jan 08, 2026
Hibernia Wealth Partners, LLC History Added to 11,688 580 0.17% 0.23% 884 +6,195 112.78% Q4 2025 Feb 12, 2026
Ameraudi Asset Management, Inc. History No change 11,694 580 0.32% 0.46% 883 0 0.0% Q4 2025 Feb 11, 2026
SAM Advisors, LLC History Added to 11,640 577 0.18% 0.23% 885 +872 8.1% Q4 2025 Feb 12, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 11,074 574 0.04% 0.04% 887 +3,652 49.21% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 11,574 574 0.04% 0.05% 886 -1,153 -9.06% Q4 2025 Jan 23, 2026
Global Endowment Management, LP History Added to 11,541 573 0.07% 0.06% 888 +4,178 56.74% Q4 2025 Feb 13, 2026
Discipline Wealth Solutions, LLC History Added to 11,469 569 0.11% 0.07% 890 +7,126 164.08% Q4 2025 Jan 26, 2026
GTS SECURITIES LLC History Reduced 11,467 569 0.02% 0.04% 889 -2,753 -19.36% Q4 2025 Feb 13, 2026
Cypress Capital Group History Added to 11,450 568 0.06% 0.09% 891 +150 1.33% Q4 2025 Feb 11, 2026
Stordahl Capital Management, Inc. History Added to 11,381 565 0.12% 0.14% 893 +1,102 10.72% Q4 2025 Jan 27, 2026
Teamwork Financial Advisors, LLC History Reduced 11,392 565 0.06% 0.08% 892 -202 -1.74% Q4 2025 Jan 09, 2026
Tradition Wealth Management, LLC History Added to 11,348 563 0.04% 0.05% 894 +1,217 12.01% Q4 2025 Feb 11, 2026
SCRATCH CAPITAL LLC History New 11,292 560 0.37% — 896 +11,292 New Q4 2025 Jan 13, 2026
Optivise Advisory Services LLC History Added to 11,296 560 0.32% 0.22% 895 +5,535 96.08% Q4 2025 Jan 12, 2026
Asset Advisory Group, Inc. History New 11,259 559 0.28% — 897 +11,259 New Q4 2025 Feb 12, 2026
Ballew Advisors, Inc History Added to 10,417 558 0.31% 0.34% 898 +873 9.15% Q4 2025 Jan 14, 2026
Continuum Advisory, LLC History Added to 11,221 557 0.06% 0.07% 899 +1,329 13.44% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Added to 11,137 552 0.02% 0.02% 900 +1,185 11.91% Q4 2025 Feb 10, 2026
Ferguson Shapiro LLC History No change 11,102 551 0.17% 0.23% 901 0 0.0% Q4 2025 Jan 26, 2026
Legacy Wealth Managment, LLC/ID History Reduced 11,047 548 0.26% 0.33% 902 -331 -2.91% Q4 2025 Feb 03, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 11,002 546 0.21% 0.4% 904 -4,320 -28.19% Q4 2025 Jan 30, 2026
Wick Capital Partners, LLC History Added to 11,005 546 0.1% 0.11% 905 +4,029 57.76% Q4 2025 Mar 02, 2026
Birch Hill Investment Advisors LLC History No change 11,000 546 0.02% 0.03% 903 0 0.0% Q4 2025 Jan 27, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Reduced 10,962 544 0.46% 0.84% 906 -3,497 -24.19% Q4 2025 Feb 03, 2026
Stratos Investment Management, LLC History Added to 10,957 544 0.02% 0.02% 907 +2,707 32.81% Q4 2025 Jan 20, 2026
Spire Wealth Management History Reduced 10,941 543 0.02% 0.22% 908 -87,272 -88.86% Q4 2025 Jan 14, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 10,924 542 0.18% 0.12% 909 +5,644 106.89% Q4 2025 Jan 29, 2026
Atlas Private Wealth Advisors History Added to 10,901 541 0.13% 0.16% 910 +850 8.46% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History New 10,849 538 0.0% — 911 +10,849 New Q4 2025 Feb 17, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 10,853 538 0.45% 0.54% 912 +675 6.63% Q4 2025 Jan 23, 2026
New Republic Capital, LLC History Added to 10,806 536 0.14% 0.2% 913 +663 6.54% Q4 2025 Feb 10, 2026
One Wealth Management Investment & Advisory Services, LLC History Added to 10,770 534 0.58% 0.34% 914 +6,248 138.17% Q4 2025 Jan 14, 2026
Garden State Investment Advisory Services LLC History Reduced 10,693 530 0.12% 0.23% 915 -5,087 -32.24% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Reduced 10,642 528 0.09% 0.29% 916 -14,498 -57.67% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 10,619 527 0.06% 0.06% 917 +3,166 42.48% Q4 2025 Jan 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History New 10,596 526 0.06% — 920 +10,596 New Q4 2025 Jan 15, 2026
Cannon Global Investment Management, LLC History Reduced 10,600 526 1.32% 1.08% 919 -500 -4.5% Q4 2025 Jan 27, 2026
Ranch Capital Advisors Inc. History Added to 10,599 526 0.19% 0.26% 918 +132 1.26% Q4 2025 Feb 05, 2026
Principle Wealth Partners LLC History New 10,587 525 0.03% — 921 +10,587 New Q4 2025 Feb 06, 2026
WIT Partners Advisory Pte. Ltd. History No change 11,150 525 0.18% 0.26% 922 0 0.0% Q4 2025 Jan 28, 2026
Soltis Investment Advisors LLC History Added to 10,562 524 0.03% 0.02% 923 +6,158 139.83% Q4 2025 Apr 02, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 10,550 523 0.19% 0.53% 925 -11,092 -51.25% Q4 2025 Jan 13, 2026
Colony Family Offices, LLC History No change 10,545 523 0.13% 0.18% 924 0 0.0% Q4 2025 Jan 22, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 10,511 521 0.15% 0.17% 926 +1,931 22.51% Q4 2025 Jan 27, 2026
Galvin, Gaustad & Stein, LLC History Reduced 10,498 521 0.04% 0.07% 927 -1,882 -15.2% Q4 2025 Jan 23, 2026
Manhattan West Asset Management, LLC History No change 10,496 521 0.11% 0.14% 928 0 0.0% Q4 2025 Feb 02, 2026
Coordinated Financial Services, Inc. History Added to 10,455 519 0.3% 0.41% 929 +525 5.29% Q4 2025 Feb 09, 2026
Merkkuri Wealth Advisors LLC History Added to 10,445 518 0.35% 0.41% 930 +1,710 19.58% Q4 2025 Jan 29, 2026
Gemmer Asset Management LLC History Reduced 10,420 517 0.04% 0.13% 932 -14,821 -58.72% Q4 2025 Jan 23, 2026
Alpha Cubed Investments, LLC History Reduced 10,428 517 0.02% 0.05% 931 -13,550 -56.51% Q4 2025 Feb 03, 2026
Acorn Wealth Advisors, LLC History Added to 10,419 517 0.15% 0.19% 933 +1,074 11.49% Q4 2025 Feb 10, 2026
Cadence Bank History Reduced 10,408 516 0.03% 0.07% 934 -8,095 -43.75% Q4 2025 Jan 30, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 10,333 513 0.36% 0.16% 935 +7,000 210.02% Q4 2025 Jan 23, 2026
Flaharty Asset Management, LLC History Added to 10,313 512 0.06% 0.04% 936 +5,914 134.44% Q4 2025 Feb 06, 2026
HBW ADVISORY SERVICES LLC History Added to 10,293 511 0.06% 0.07% 937 +599 6.18% Q4 2025 Jan 23, 2026
Global Assets Advisory, LLC History Reduced 10,310 511 0.15% 0.2% 938 -15 -0.15% Q4 2025 Feb 09, 2026
Three Bridge Wealth Advisors, LLC History No change 10,310 511 0.13% 0.17% 939 0 0.0% Q4 2025 Feb 10, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 10,261 509 0.28% — 940 +10,261 New Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History New 10,259 509 0.03% — 941 +10,259 New Q4 2025 Jan 15, 2026
Pandora Wealth, Inc. History No change 10,260 509 0.31% 0.4% 942 0 0.0% Q4 2025 Feb 04, 2026
J. L. Bainbridge & Co., Inc. History Added to 10,229 507 0.04% 0.05% 944 +1,233 13.71% Q4 2025 Jan 14, 2026
Plancorp, LLC History Reduced 10,212 507 0.02% 0.02% 943 -655 -6.03% Q4 2025 Feb 05, 2026
Altiora Financial Group, LLC History No change 10,190 505 0.09% 0.12% 945 0 0.0% Q4 2025 Feb 12, 2026
SNS Financial Group, LLC History Added to 10,158 504 0.04% 0.05% 946 +1,804 21.59% Q4 2025 Feb 02, 2026
SAXON INTERESTS, INC. History Reduced 10,149 503 0.18% 0.29% 948 -1,983 -16.35% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 10,145 503 0.12% 0.15% 947 -42 -0.41% Q4 2025 Feb 17, 2026
Embree Financial Group History Added to 10,119 502 0.06% 0.07% 949 +2,117 26.46% Q4 2025 Jan 14, 2026
Blue Line Capital, LLC / IL History New 10,040 498 0.59% — 950 +10,040 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 10,014 497 0.0% 0.01% 951 -14,382 -58.95% Q4 2025 Jan 09, 2026
BRC Group Holdings, Inc. History Reduced 10,000 496 0.21% 1.03% 952 -13,500 -57.45% Q4 2025 Feb 10, 2026
Canton Hathaway, LLC History Reduced 10,000 496 0.1% 0.15% 953 -1,950 -16.32% Q4 2025 Jan 21, 2026
MADDEN SECURITIES Corp History No change 10,000 496 0.15% 0.2% 954 0 0.0% Q4 2025 Feb 04, 2026
Pacific Point Advisors, LLC History No change 10,000 496 0.27% 0.38% 955 0 0.0% Q4 2025 Jan 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 9,977 495 0.0% 0.0% 956 -645 -6.07% Q4 2025 Feb 11, 2026
Onyx Bridge Wealth Group LLC History Added to 9,895 491 0.05% 0.06% 957 +1,994 25.24% Q4 2025 Feb 18, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 9,874 490 0.12% 0.4% 958 -16,218 -62.16% Q4 2025 Jan 21, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 9,805 486 0.38% — 960 +9,805 New Q4 2025 Feb 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 9,801 486 0.01% 0.01% 961 +4,804 96.14% Q4 2025 Jan 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,079 486 0.02% 0.03% 959 +1,228 15.64% Q4 2025 Feb 03, 2026
4J Wealth Management LLC History Added to 9,717 482 0.28% 0.26% 962 +2,890 42.33% Q4 2025 Jan 15, 2026
JB Capital LLC History Added to 9,707 481 0.02% 0.02% 963 +3,593 58.77% Q4 2025 Jan 20, 2026
Virtue Capital Management, LLC History Added to 9,392 478 0.07% 0.21% 964 +17 0.18% Q4 2025 Feb 18, 2026
Prosperity Wealth Management, Inc. History New 9,622 477 0.16% — 965 +9,622 New Q4 2025 Mar 27, 2026
Callan Family Office, LLC History New 9,566 474 0.01% — 966 +9,566 New Q4 2025 Feb 12, 2026
Midwest Financial Group LLC History Added to 9,540 473 0.21% 0.28% 967 +614 6.88% Q4 2025 Jan 20, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 9,496 471 0.32% — 970 +9,496 New Q4 2025 Feb 17, 2026
W ADVISORS, LLC History Added to 9,494 471 0.24% 0.28% 969 +1,317 16.11% Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 9,490 471 0.01% 0.02% 968 +200 2.15% Q4 2025 Feb 06, 2026
Moran Wealth Management, LLC History Added to 9,450 469 0.01% 0.01% 971 +3,553 60.25% Q4 2025 Jan 26, 2026
Perennial Advisors, LLC History Added to 9,415 467 0.08% 0.1% 972 +570 6.44% Q4 2025 Jan 12, 2026
McCollum Christoferson Group LLC History Added to 9,372 465 0.13% 0.12% 973 +2,727 41.04% Q4 2025 Jan 09, 2026
GSG Advisors LLC History Added to 9,381 465 0.12% 0.16% 974 +373 4.14% Q4 2025 Jan 08, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Reduced 9,332 463 0.27% 0.47% 975 -2,765 -22.86% Q4 2025 Jan 28, 2026
Coppell Advisory Solutions LLC History New 9,283 462 0.05% — 976 +9,283 New Q4 2025 Feb 17, 2026
FNY Investment Advisers, LLC History Reduced 9,250 459 0.13% 0.22% 978 -1,104 -10.66% Q4 2025 Jan 16, 2026
Greenwich Wealth Management LLC History Added to 9,236 459 0.02% 0.03% 977 +69 0.75% Q4 2025 Feb 10, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 9,209 457 0.05% 0.03% 979 +5,105 124.39% Q4 2025 Jan 20, 2026
PUFF WEALTH MANAGEMENT, LLC History No change 8,975 457 0.59% 0.89% 980 0 0.0% Q4 2025 Jan 07, 2026
Mirabaud & Cie SA History New 9,200 456 0.15% — 982 +9,200 New Q4 2025 Jan 16, 2026
Biltmore Family Office, LLC History New 9,190 456 0.06% — 981 +9,190 New Q4 2025 Feb 04, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 9,177 455 0.07% — 983 +9,177 New Q4 2025 Feb 13, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 9,168 455 0.11% 0.18% 984 -2,101 -18.64% Q4 2025 Jan 08, 2026
Golden State Wealth Management, LLC History Added to 9,170 455 0.05% 0.06% 985 +1,021 12.53% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 9,150 454 0.02% 0.02% 986 +2,179 31.26% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Added to 9,136 453 0.0% 0.0% 987 +2,620 40.21% Q4 2025 Feb 17, 2026
Tempus Wealth Planning, LLC History Reduced 9,081 450 0.1% 0.28% 988 -9,944 -52.27% Q4 2025 Jan 16, 2026
Objectivity Squared, LLC History New 9,070 450 0.25% — 989 +9,070 New Q4 2025 Feb 02, 2026
First Heartland Consultants, Inc. History Added to 9,054 449 0.03% 0.04% 990 +1,047 13.08% Q4 2025 Jan 09, 2026
Atwater Malick LLC History Reduced 9,051 449 0.12% 0.17% 991 -15 -0.17% Q4 2025 Jan 23, 2026
Third View Private Wealth, LLC History New 9,034 448 0.06% — 992 +9,034 New Q4 2025 Jan 23, 2026
KEB ASSET MANAGEMENT, LLC History New 9,015 447 0.09% — 993 +9,015 New Q4 2025 Jan 09, 2026
Sigma Planning Corp History Added to 9,290 446 0.01% 0.01% 995 +3,500 60.45% Q4 2025 Jan 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 8,998 446 0.02% 0.03% 994 -2,110 -19.0% Q4 2025 Feb 09, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 8,957 444 0.14% 0.17% 996 +135 1.53% Q4 2025 Jan 20, 2026
Destiny Capital Corp/CO History Added to 8,918 442 0.23% 0.22% 997 +2,828 46.44% Q4 2025 Jan 23, 2026
Verus Financial Partners, Inc. History No change 8,897 441 0.04% 0.06% 998 0 0.0% Q4 2025 Feb 02, 2026
Veltria Advisors Corp. History New 8,150 440 1.92% — 1000 +8,150 New Q4 2025 Jan 30, 2026
Vivid Wealth Management, LLC History Added to 8,875 440 0.17% 0.18% 1001 +1,935 27.88% Q4 2025 Jan 30, 2026
Cushing Capital Partners, LLC History Added to 8,867 440 0.33% 0.42% 1002 +689 8.43% Q4 2025 Jan 14, 2026
Black Diamond Financial, LLC History Reduced 8,879 440 0.05% 0.07% 999 -570 -6.03% Q4 2025 Feb 03, 2026
CJM Wealth Advisers, Ltd. History Added to 8,861 439 0.13% 0.08% 1005 +4,812 118.84% Q4 2025 Jan 23, 2026
New Vernon Capital Holdings II LLC History Reduced 8,858 439 0.21% 0.34% 1004 -2,553 -22.37% Q4 2025 Feb 17, 2026
Investment Partners Asset Management, Inc. History Added to 8,858 439 0.27% 0.35% 1003 +590 7.14% Q4 2025 Jan 15, 2026
Marin Bay Wealth Advisors, LLC History New 8,827 438 0.25% — 1006 +8,827 New Q4 2025 Feb 17, 2026
PARAGON FINANCIAL PARTNERS, INC. History New 8,800 436 0.27% — 1007 +8,800 New Q4 2025 Jan 21, 2026
WILLNER & HELLER, LLC History New 8,786 436 0.31% — 1008 +8,786 New Q4 2025 Jan 12, 2026
OakTrust Wealth Advisors, LLC History New 8,774 435 0.4% — 1009 +8,774 New Q4 2025 Feb 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 8,760 434 0.09% 0.17% 1010 -1,159 -11.68% Q4 2025 Feb 13, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 8,734 433 0.27% — 1011 +8,734 New Q4 2025 Feb 27, 2026
Amicus Financial Advisors, LLC History New 8,729 433 0.12% — 1012 +8,729 New Q4 2025 Mar 02, 2026
ATX Financial Planning, LLC History New 8,686 431 0.33% — 1013 +8,686 New Q4 2025 Feb 19, 2026
Robertson Stephens Wealth Management, LLC History Reduced 8,624 428 0.01% 0.02% 1014 -64 -0.74% Q4 2025 Feb 02, 2026
GWN SECURITIES INC. History Added to 8,615 427 0.09% 0.1% 1015 +2,138 33.01% Q4 2025 Feb 11, 2026
Wealthquest Corp History New 8,584 426 0.03% — 1017 +8,584 New Q4 2025 Feb 09, 2026
JNBA Financial Advisors History Added to 8,589 426 0.04% 0.01% 1016 +6,087 243.29% Q4 2025 Jan 26, 2026
OneAscent Wealth Management LLC History Added to 8,579 425 0.14% 0.17% 1018 +764 9.78% Q4 2025 Feb 11, 2026
Tempo Wealth, LLC History New 8,515 422 0.08% — 1019 +8,515 New Q4 2025 Feb 25, 2026
SFI Advisors, LLC History Reduced 8,493 421 0.27% 0.49% 1020 -3,314 -28.07% Q4 2025 Feb 11, 2026
Ruggiero Investments, Inc. History New 8,415 417 0.38% — 1021 +8,415 New Q4 2025 Feb 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 162,500 416 0.1% 0.21% 1022 +148,600 1069.06% Q4 2025 Feb 12, 2026
4WEALTH ADVISORS, INC. History Added to 8,398 416 0.35% 0.27% 1023 +3,765 81.26% Q4 2025 Jan 21, 2026
MLP3, LLC History New 8,339 414 0.45% — 1024 +8,339 New Q4 2025 Feb 13, 2026
Morling Financial Advisors, LLC History Added to 8,329 413 0.13% 0.07% 1025 +4,868 140.65% Q4 2025 Feb 06, 2026
CAMBIENT FAMILY OFFICE, LLC History New 8,304 412 0.06% — 1027 +8,304 New Q4 2025 Feb 20, 2026
RMR Wealth Builders History Added to 8,306 412 0.03% 0.03% 1026 +2,383 40.23% Q4 2025 Jan 29, 2026
Mainstream Capital Management LLC History Added to 8,284 411 0.27% 0.26% 1029 +2,166 35.4% Q4 2025 Jan 21, 2026
1832 Asset Management L.P. History Added to 8,286 411 0.0% 0.0% 1028 +1,845 28.64% Q4 2025 Feb 13, 2026
KWB Wealth History Added to 8,269 410 0.04% 0.03% 1030 +4,558 122.82% Q4 2025 Jan 12, 2026
FORONJY FINANCIAL LLC History Reduced 8,239 409 0.17% 0.25% 1031 -504 -5.76% Q4 2025 Feb 03, 2026
KCM INVESTMENT ADVISORS LLC History Added to 8,229 408 0.01% 0.01% 1032 +4,271 107.91% Q4 2025 Feb 13, 2026
Crew Capital Management, Ltd History Reduced 8,234 408 0.26% 0.36% 1033 -72 -0.87% Q4 2025 Jan 16, 2026
Altus Wealth Group LLC History Added to 8,203 407 0.16% 0.2% 1034 +877 11.97% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History Added to 8,179 406 0.04% 0.01% 1035 +7,031 612.46% Q4 2025 Jan 16, 2026
Zinnia Wealth Advisory, LLC History New 8,158 405 0.44% — 1037 +8,158 New Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 8,539 405 0.07% 0.05% 1036 +3,816 80.8% Q4 2025 Feb 06, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 8,150 404 0.12% 0.16% 1039 +400 5.16% Q4 2025 Feb 11, 2026
M&T BANK CORP History No change 8,155 404 0.0% 0.0% 1038 0 0.0% Q4 2025 Jan 30, 2026
MAYPORT, LLC History Added to 8,119 403 0.08% 0.11% 1040 +35 0.43% Q4 2025 Jan 21, 2026
Oakworth Capital, Inc. History Reduced 8,078 401 0.02% 0.04% 1041 -1,447 -15.19% Q4 2025 Jan 30, 2026
VICUS CAPITAL History Reduced 8,065 400 0.03% 0.04% 1043 -986 -10.89% Q4 2025 Jan 22, 2026
ST GERMAIN D J CO INC History Added to 8,059 400 0.02% 0.02% 1042 +220 2.81% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Added to 8,049 399 0.0% 0.01% 1044 +688 9.35% Q4 2025 Jan 16, 2026
FourThought Financial Partners, LLC History No change 8,045 399 0.03% 0.05% 1045 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Added to 7,889 398 0.06% 0.07% 1046 +494 6.68% Q4 2025 Feb 02, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 7,996 397 0.01% 0.02% 1047 +16 0.2% Q4 2025 Feb 12, 2026
Whalen Wealth Management Inc. History Reduced 7,978 396 0.21% 0.66% 1048 -9,335 -53.92% Q4 2025 Jan 20, 2026
Advisor Resource Council History New 8,950 395 0.14% — 1049 +8,950 New Q4 2025 Feb 10, 2026
Gilbert & Cook, Inc. History Added to 7,931 393 0.05% 0.06% 1050 +196 2.53% Q4 2025 Jan 07, 2026
Kovitz Investment Group Partners, LLC History Reduced 7,889 391 0.01% 0.01% 1052 -26,980 -77.38% Q4 2025 Feb 20, 2026
FARMERS TRUST CO History Reduced 7,893 391 0.06% 0.1% 1051 -885 -10.08% Q4 2025 Jan 06, 2026
Rehmann Capital Advisory Group History Added to 7,857 390 0.02% 0.03% 1053 +546 7.47% Q4 2025 Mar 04, 2026
LCM Capital Management Inc History Reduced 7,820 388 0.19% 0.63% 1055 -12,460 -61.44% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History New 7,828 388 0.02% — 1056 +7,828 New Q4 2025 Feb 17, 2026
Orland Properties Ltd History Reduced 7,825 388 0.07% 0.11% 1054 -319 -3.92% Q4 2025 Feb 17, 2026
Global Financial Private Client, LLC History Added to 7,784 386 0.14% 0.12% 1059 +2,547 48.63% Q4 2025 Jan 27, 2026
Arrowroot Family Office, LLC History Added to 7,782 386 0.14% 0.18% 1058 +848 12.23% Q4 2025 Feb 11, 2026
Detalus Advisors, LLC History Added to 7,781 386 0.09% 0.12% 1057 +789 11.28% Q4 2025 Feb 03, 2026
Momentum Wealth Planning, LLC History Reduced 7,761 385 0.3% 1.19% 1061 -15,789 -67.04% Q4 2025 Jan 28, 2026
Fortis Capital Management LLC History Reduced 7,766 385 0.05% 0.11% 1060 -3,817 -32.95% Q4 2025 Feb 13, 2026
Quantum Financial Planning Services, Inc. History New 7,749 384 0.14% — 1063 +7,749 New Q4 2025 Jan 15, 2026
IAG Wealth Partners, LLC History Added to 7,748 384 0.04% 0.05% 1062 +1,957 33.79% Q4 2025 Feb 10, 2026
Entelevest, LLC History New 7,711 382 0.38% — 1064 +7,711 New Q4 2025 Feb 11, 2026
CATALYST PRIVATE WEALTH, LLC History Added to 7,686 381 0.17% 0.21% 1065 +179 2.38% Q4 2025 Jan 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 7,606 377 0.06% — 1067 +7,606 New Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History Added to 7,604 377 0.03% 0.03% 1066 +1,355 21.68% Q4 2025 Feb 20, 2026
Greenhouse Wealth Management, LLC History Added to 7,573 375 0.22% 0.29% 1068 +260 3.56% Q4 2025 Jan 21, 2026
Cassaday & Co Wealth Management LLC History Reduced 7,547 374 0.01% 0.05% 1072 -24,362 -76.35% Q4 2025 Feb 03, 2026
Centennial Advisors, LLC History New 7,545 374 0.49% — 1071 +7,545 New Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History Reduced 7,004 374 0.03% 0.05% 1069 -1,169 -14.3% Q4 2025 Jan 28, 2026
Sunburst Financial Group, LLC History Added to 7,533 374 0.08% 0.1% 1070 +475 6.73% Q4 2025 Jan 21, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 7,504 373 0.0% 0.0% 1074 +4,291 133.55% Q4 2025 Feb 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 7,515 373 0.01% 0.01% 1073 +3,285 77.66% Q4 2025 Feb 12, 2026
Accurate Wealth Management, LLC History Reduced 7,291 373 0.05% 0.06% 1076 -60 -0.82% Q4 2025 Jan 14, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 7,522 373 0.08% 0.11% 1075 +52 0.7% Q4 2025 Feb 10, 2026
Taylor & Morgan Wealth Management, LLC History Added to 7,506 372 0.21% 0.26% 1077 +924 14.04% Q4 2025 Jan 16, 2026
Naviter Wealth, LLC History Reduced 7,495 372 0.05% 0.06% 1078 -170 -2.22% Q4 2025 Jan 21, 2026
Suncoast Equity Management History Added to 7,484 371 0.04% 0.04% 1079 +1,500 25.07% Q4 2025 Feb 10, 2026
Chesley Taft & Associates LLC History New 7,450 369 0.01% — 1080 +7,450 New Q4 2025 Jan 14, 2026
Aspire Growth Partners LLC History Added to 7,449 369 0.26% 0.35% 1081 +86 1.17% Q4 2025 Feb 05, 2026
Fire Capital Management LLC History Added to 7,418 368 0.18% 0.27% 1082 +150 2.06% Q4 2025 Feb 03, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 7,232 367 0.08% 0.56% 1083 -26,131 -78.32% Q4 2025 Feb 04, 2026
SJS Investment Consulting Inc. History Reduced 7,379 366 0.05% 0.11% 1084 -4,571 -38.25% Q4 2025 Jan 21, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Reduced 7,364 365 0.07% 7.03% 1085 -649,888 -98.88% Q4 2025 Feb 12, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 7,130 364 0.13% 0.24% 1087 -2,913 -29.01% Q4 2025 Jan 21, 2026
Van Hulzen Asset Management, LLC History Added to 7,349 364 0.03% 0.03% 1086 +596 8.83% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Reduced 7,311 363 0.0% 0.0% 1088 -2,705 -27.01% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Added to 7,325 363 0.11% 0.16% 1089 +25 0.34% Q4 2025 Feb 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 7,270 360 0.1% 0.35% 1090 -11,206 -60.65% Q4 2025 Jan 26, 2026
Capstone Financial Advisors, Inc. History Added to 7,261 360 0.02% 0.02% 1091 +1,776 32.38% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 7,243 359 0.08% 0.09% 1093 +1,238 20.62% Q4 2025 Jan 09, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 7,231 359 0.11% 0.15% 1092 -13 -0.18% Q4 2025 Feb 03, 2026
Alchemi Wealth, LLC History New 7,191 357 0.2% — 1097 +7,191 New Q4 2025 Feb 13, 2026
Perfromance Wealth Partners, LLC History Added to 7,209 357 0.01% 0.01% 1096 +1,523 26.79% Q4 2025 Jan 21, 2026
Benin Management CORP History Reduced 7,210 357 0.08% 0.11% 1095 -80 -1.1% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 7,182 357 0.02% 0.04% 1094 -35 -0.48% Q4 2025 Jan 15, 2026
JGP Wealth Management, LLC History Added to 7,187 356 0.04% 0.05% 1098 +1,020 16.54% Q4 2025 Jan 12, 2026
Schrum Private Wealth Management LLC History Reduced 7,173 356 0.26% 0.37% 1100 -551 -7.13% Q4 2025 Feb 17, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 7,190 356 0.12% 0.17% 1099 -470 -6.14% Q4 2025 Jan 22, 2026
WP Advisors, LLC History Reduced 7,152 355 0.09% 0.21% 1101 -5,503 -43.48% Q4 2025 Jan 28, 2026
Exit Wealth Advisors, LLC. History Reduced 7,142 354 0.21% 0.99% 1102 -15,679 -68.7% Q4 2025 Feb 10, 2026
Brooklyn Investment Group History New 7,118 351 0.02% — 1103 +7,118 New Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History New 7,056 350 0.0% — 1104 +7,056 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 7,056 350 0.02% — 1105 +7,056 New Q4 2025 Feb 12, 2026
Everhart Financial Group, Inc. History Added to 7,060 350 0.03% 0.05% 1106 +4 0.06% Q4 2025 Jan 07, 2026
Coastline Complete Wealth LLC History New 7,013 348 0.22% — 1108 +7,013 New Q4 2025 Feb 24, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 7,028 348 0.08% 0.08% 1107 +2,057 41.38% Q4 2025 Feb 02, 2026
Legacy Wealth Partners, LLC History New 6,951 345 0.09% — 1109 +6,951 New Q4 2025 Feb 17, 2026
Forefront Wealth Partners, LLC History Reduced 6,886 341 0.16% 0.24% 1111 -7,731 -52.89% Q4 2025 Feb 06, 2026
MN Wealth Advisors, LLC History Added to 6,871 341 0.17% 0.22% 1110 +605 9.66% Q4 2025 Feb 02, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History Reduced 6,825 338 0.02% 0.51% 1112 -135,175 -95.19% Q4 2025 Feb 17, 2026
Greenline Partners, LLC History Added to 6,817 338 0.04% 0.03% 1113 +3,466 103.43% Q4 2025 Feb 17, 2026
Spinnaker Investment Group, LLC History Added to 6,813 338 0.06% 0.07% 1114 +1,014 17.49% Q4 2025 Jan 12, 2026
Advisory Alpha, LLC History Added to 6,782 336 0.01% 0.01% 1115 +335 5.2% Q4 2025 Feb 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 6,713 333 0.0% 0.0% 1116 +125 1.9% Q4 2025 Feb 13, 2026
POWER WEALTH MANAGEMENT LLC History New 6,696 332 0.12% — 1118 +6,696 New Q4 2025 Feb 17, 2026
WINCAP FINANCIAL LLC History Added to 6,692 332 0.23% 0.27% 1119 +771 13.02% Q4 2025 Jan 14, 2026
UNITED BANK History No change 6,693 332 0.04% 0.05% 1117 0 0.0% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 6,685 331 0.01% 0.01% 1120 +2,672 66.58% Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History Reduced 6,638 329 0.02% 0.06% 1123 -8,937 -57.38% Q4 2025 Jan 20, 2026
Quattro Advisors LLC History New 6,641 329 0.26% — 1124 +6,641 New Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History New 6,632 329 0.01% — 1122 +6,632 New Q4 2025 Jan 14, 2026
Laird Norton Wetherby Trust Company, LLC History New 6,630 329 0.01% — 1121 +6,630 New Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Reduced 6,614 328 0.03% 0.05% 1125 -1,167 -15.0% Q4 2025 Jan 27, 2026
Cardinal Point Capital Management ULC History Reduced 6,610 328 0.02% 0.03% 1128 -915 -12.16% Q4 2025 Feb 05, 2026
FSM Wealth Advisors, LLC History Added to 6,611 328 0.04% 0.05% 1127 +869 15.13% Q4 2025 Jan 23, 2026
CFO4Life Group, LLC History Reduced 6,607 328 0.05% 0.07% 1126 -330 -4.76% Q4 2025 Feb 06, 2026
MBE Wealth Management, LLC History Reduced 6,582 326 0.14% 0.24% 1130 -1,946 -22.82% Q4 2025 Jan 21, 2026
MidWestOne Financial Group, Inc. History Reduced 6,568 326 0.04% 0.06% 1129 -600 -8.37% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 6,563 325 0.0% 0.0% 1131 -2,008 -23.43% Q4 2025 Jan 13, 2026
Wealth Management Partners, LLC History Reduced 6,546 325 0.09% 0.17% 1133 -1,677 -20.39% Q4 2025 Jan 12, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 6,556 325 0.16% 0.24% 1132 0 0.0% Q4 2025 Jan 23, 2026
Asempa Wealth Advisors History New 6,537 324 0.28% — 1134 +6,537 New Q4 2025 Jan 08, 2026
DT Investment Partners, LLC History Added to 6,514 323 0.03% 0.04% 1135 +15 0.23% Q4 2025 Feb 10, 2026
Magnolia Private Wealth, LLC History New 6,496 322 0.23% — 1137 +6,496 New Q4 2025 Feb 06, 2026
Fifth Third Wealth Advisors LLC History No change 6,500 322 0.01% 0.02% 1136 0 0.0% Q4 2025 Jan 15, 2026
Synergy Asset Management, LLC History Reduced 6,476 321 0.03% 0.55% 1138 -238,666 -97.36% Q4 2025 Jan 13, 2026
Diesslin Group, Inc. History New 6,479 321 0.13% — 1139 +6,479 New Q4 2025 Feb 25, 2026
JDH Wealth Management, LLC History No change 6,444 319 0.22% 0.3% 1140 0 0.0% Q4 2025 Jan 05, 2026
Mascagni Wealth Management, Inc. History Added to 6,396 317 0.24% 0.22% 1144 +1,910 42.58% Q4 2025 Feb 11, 2026
AssuredPartners Investment Advisors, LLC History Added to 6,403 317 0.05% 0.07% 1143 +1,511 30.89% Q4 2025 Feb 03, 2026
DAVENPORT & Co LLC History Added to 6,398 317 0.0% 0.0% 1141 +1,474 29.94% Q4 2025 Jan 12, 2026
CERTUITY, LLC History Added to 6,395 317 0.02% 0.02% 1142 +1,035 19.31% Q4 2025 Jan 30, 2026
MONECO ADVISORS, LLC History Added to 6,383 316 0.03% 0.02% 1145 +2,357 58.54% Q4 2025 Feb 04, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 6,330 314 0.17% 0.23% 1148 +179 2.91% Q4 2025 Jan 08, 2026
Trust Point Inc. History No change 6,344 314 0.02% 0.03% 1146 0 0.0% Q4 2025 Jan 13, 2026
Holistic Financial Partners History No change 6,337 314 0.11% 0.17% 1147 0 0.0% Q4 2025 Jan 07, 2026
Aspirean Wealth, LLC History New 6,314 313 0.34% — 1149 +6,314 New Q4 2025 Feb 17, 2026
Meixler Investment Management, Ltd. History Reduced 6,271 311 0.19% 0.28% 1150 -840 -11.81% Q4 2025 Feb 13, 2026
WEALTHGARDEN F.S. LLC History Added to 6,249 310 0.2% 0.23% 1152 +1,207 23.94% Q4 2025 Feb 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 6,262 310 0.02% 0.03% 1151 -691 -9.94% Q4 2025 Feb 17, 2026
Financial Security Advisor, Inc. History Added to 6,240 309 0.06% 0.07% 1153 +975 18.52% Q4 2025 Feb 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 6,185 307 0.0% 0.0% 1154 0 0.0% Q4 2025 Feb 09, 2026
Riverview Capital Advisers, LLC History Reduced 6,165 306 0.09% 0.64% 1156 -27,783 -81.84% Q4 2025 Feb 17, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 6,165 306 0.03% 0.04% 1155 +377 6.51% Q4 2025 Feb 17, 2026
Cambridge Financial Group, LLC History Reduced 6,065 305 0.11% 0.5% 1157 -18,012 -74.81% Q4 2025 Jan 09, 2026
Silicon Valley Capital Partners History Added to 6,106 303 0.03% 0.03% 1158 +1,500 32.57% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Reduced 6,064 301 0.03% 0.06% 1160 -1,903 -23.89% Q4 2025 Feb 06, 2026
BlueStem Wealth Partners, LLC History Added to 6,071 301 0.03% 0.03% 1159 +1,509 33.08% Q4 2025 Feb 06, 2026
Operose Advisors LLC History Added to 6,051 300 0.07% 0.01% 1162 +5,487 972.87% Q4 2025 Feb 10, 2026
Meridian Wealth Advisors, LLC History Added to 6,060 300 0.04% 0.04% 1161 +2,105 53.22% Q4 2025 Feb 17, 2026
Reliant Wealth Planning History New 6,042 299 0.09% — 1163 +6,042 New Q4 2025 Feb 12, 2026
Nokomis Capital, L.L.C. History Reduced 6,000 297 0.07% 0.48% 1166 -21,800 -78.42% Q4 2025 Feb 17, 2026
Wilmar Advisors LLC History Reduced 6,000 297 0.23% 0.8% 1169 -9,000 -60.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History New 5,989 297 0.0% — 1164 +5,989 New Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 6,000 297 0.02% 0.02% 1165 +1,685 39.05% Q4 2025 Jan 30, 2026
ORG Wealth Partners, LLC History Added to 5,996 297 0.07% 0.07% 1168 +607 11.26% Q4 2025 Jan 14, 2026
Aft, Forsyth & Sober, LLC History No change 6,000 297 0.09% 0.12% 1167 0 0.0% Q4 2025 Feb 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 5,971 296 0.03% 0.05% 1170 0 0.0% Q4 2025 Feb 03, 2026
CIDEL ASSET MANAGEMENT INC History No change 5,972 296 0.02% 0.02% 1171 0 0.0% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,937 294 0.01% 0.0% 1172 +3,308 125.83% Q4 2025 Feb 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 5,933 294 0.02% 0.02% 1173 +610 11.46% Q4 2025 Feb 10, 2026
DGS Capital Management, LLC History Reduced 5,931 294 0.05% 0.07% 1174 -16 -0.27% Q4 2025 Feb 24, 2026
United Asset Strategies, Inc. History Added to 5,915 293 0.02% 0.02% 1176 +1,341 29.32% Q4 2025 Jan 28, 2026
LAFFER TENGLER INVESTMENTS, INC. History Added to 5,902 293 0.04% 0.05% 1175 +772 15.05% Q4 2025 Feb 12, 2026
August Group Capital Ltd History New 5,901 292 0.32% — 1178 +5,901 New Q4 2025 Feb 12, 2026
Redwood Family Wealth LLC History New 5,899 292 0.29% — 1179 +5,899 New Q4 2025 Mar 06, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 5,900 292 0.09% 0.12% 1177 0 0.0% Q4 2025 Feb 13, 2026
Armbruster Capital Management, Inc. History Reduced 5,843 290 0.05% 0.17% 1181 -9,395 -61.66% Q4 2025 Jan 23, 2026
FRANKLIN RESOURCES INC History Added to 5,858 290 0.0% 0.0% 1180 +400 7.33% Q4 2025 Feb 11, 2026
BURNEY CO/ History Added to 5,834 289 0.01% 0.01% 1183 +389 7.14% Q4 2025 Jan 23, 2026
COZAD ASSET MANAGEMENT INC History Reduced 5,821 289 0.02% 0.03% 1182 -300 -4.9% Q4 2025 Feb 13, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History New 5,402 288 0.15% — 1184 +5,402 New Q4 2025 Jan 06, 2026
MSH Capital Advisors LLC History Reduced 5,787 287 0.06% 0.13% 1185 -1,672 -22.42% Q4 2025 Feb 09, 2026
VISTA INVESTMENT PARTNERS LLC History New 5,765 286 0.07% — 1187 +5,765 New Q4 2025 Jan 16, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 5,767 286 0.02% 0.05% 1186 -2,726 -32.1% Q4 2025 Jan 30, 2026
Balance Wealth, LLC History Added to 5,768 286 0.09% 0.07% 1189 +1,674 40.89% Q4 2025 Jan 21, 2026
Permanent Capital Management, LP History Added to 5,767 286 0.06% 0.07% 1188 +274 4.99% Q4 2025 Jan 07, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 5,760 285 0.1% 0.17% 1190 -1,297 -18.38% Q4 2025 Jan 21, 2026
WHITENER CAPITAL MANAGEMENT, INC. History New 5,736 284 0.06% — 1191 +5,736 New Q4 2025 Jan 23, 2026
Blue Edge Capital, LLC History Added to 5,735 284 0.04% 0.04% 1192 +1,404 32.42% Q4 2025 Feb 12, 2026
SFG Wealth Management, LLC. History Reduced 5,713 283 0.11% 0.22% 1193 -2,254 -28.29% Q4 2025 Feb 03, 2026
Stonebridge Financial Group, LLC History Added to 5,710 283 0.02% 0.03% 1194 +514 9.89% Q4 2025 Jan 21, 2026
BOKF, NA History Added to 5,695 282 0.0% 0.0% 1195 +5,000 719.42% Q4 2025 Feb 03, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 5,694 282 0.01% 0.01% 1196 +820 16.82% Q4 2025 Jan 30, 2026
Select Asset Management & Trust History Added to 5,655 281 0.09% 0.07% 1197 +2,182 62.83% Q4 2025 Feb 10, 2026
Leverty Financial Group, LLC History Added to 5,656 280 0.07% 0.06% 1198 +2,244 65.77% Q4 2025 Jan 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 5,625 279 0.0% — 1199 +5,625 New Q4 2025 Feb 17, 2026
ZEGA Investments, LLC History Added to 5,620 279 0.03% 0.04% 1201 +1,319 30.67% Q4 2025 Jan 27, 2026
DURANTE & WATERS, LLC History Added to 5,635 279 0.19% 0.21% 1200 +1,175 26.35% Q4 2025 Jan 30, 2026
Canal Capital Management, LLC History Added to 5,615 278 0.04% 0.05% 1202 +855 17.96% Q4 2025 Jan 06, 2026
ArchPoint Investors History New 5,589 277 0.07% — 1203 +5,589 New Q4 2025 Feb 13, 2026
McLean Asset Management Corp History Added to 5,012 277 0.05% 0.07% 1204 +200 4.16% Q4 2025 Jan 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 5,573 276 0.0% — 1205 +5,573 New Q4 2025 Feb 09, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 5,565 276 0.02% 0.03% 1206 -10 -0.18% Q4 2025 Feb 04, 2026
TritonPoint Partners, LLC History New 5,543 275 0.15% — 1208 +5,543 New Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Added to 5,545 275 0.02% 0.03% 1207 +790 16.61% Q4 2025 Feb 06, 2026
MAINSAIL ASSET MANAGEMENT, LLC History New 5,525 274 0.12% — 1212 +5,525 New Q4 2025 Feb 05, 2026
Redhawk Wealth Advisors, Inc. History Reduced 5,525 274 0.03% 0.06% 1210 -2,275 -29.17% Q4 2025 Jan 14, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 5,534 274 0.01% 0.01% 1209 +1,623 41.5% Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History No change 5,519 274 0.22% 0.28% 1211 0 0.0% Q4 2025 Feb 04, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 5,107 273 0.25% — 1213 +5,107 New Q4 2025 Feb 18, 2026
Falcon Wealth Planning History New 5,472 271 0.02% — 1214 +5,472 New Q4 2025 Feb 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 5,473 271 0.01% 0.01% 1215 +1,603 41.42% Q4 2025 Jan 12, 2026
Plante Moran Financial Advisors, LLC History Added to 5,458 270 0.02% 0.01% 1216 +2,069 61.05% Q4 2025 Feb 05, 2026
MBA Advisors LLC History Added to 5,443 270 0.11% 0.11% 1217 +1,419 35.26% Q4 2025 Jan 21, 2026
Glass Jacobson Investment Advisors llc History Added to 5,448 270 0.1% 0.12% 1218 +232 4.45% Q4 2025 Jan 22, 2026
RB Capital Management, LLC History New 5,431 269 0.05% — 1219 +5,431 New Q4 2025 Feb 03, 2026
CLG LLC History Added to 5,432 269 0.07% 0.1% 1220 +55 1.02% Q4 2025 Jan 15, 2026
Fortis Capital Advisors, LLC History Reduced 5,417 268 0.04% 0.07% 1221 -1,435 -20.94% Q4 2025 Jan 27, 2026
OneAscent Family Office, LLC History No change 5,405 268 0.18% 0.29% 1222 0 0.0% Q4 2025 Feb 11, 2026
Hilton Capital Management, LLC History New 5,395 267 0.02% — 1224 +5,395 New Q4 2025 Feb 12, 2026
Balboa Wealth Partners History New 5,384 267 0.04% — 1226 +5,384 New Q4 2025 Jan 16, 2026
PINNACLE ASSOCIATES LTD History Added to 5,385 267 0.0% 0.0% 1223 +172 3.3% Q4 2025 Feb 05, 2026
Holcombe Financial, Inc. History Added to 5,390 267 0.17% 0.24% 1227 +100 1.89% Q4 2025 Jan 27, 2026
Claret Asset Management Corp History No change 5,375 267 0.03% 0.04% 1225 0 0.0% Q4 2025 Feb 11, 2026
Madison Asset Management, LLC History Added to 5,375 266 0.0% 0.0% 1228 +1,700 46.26% Q4 2025 Feb 04, 2026
OLIO Financial Planning History Added to 5,375 266 0.07% 0.08% 1230 +1,115 26.17% Q4 2025 Jan 21, 2026
Legacy Financial Strategies, LLC History Added to 5,377 266 0.05% 0.05% 1229 +1,080 25.13% Q4 2025 Jan 23, 2026
Millington Financial Advisors, LLC History No change 6,719 266 0.12% 0.21% 1231 0 0.0% Q4 2025 Feb 09, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 5,344 265 0.01% 0.54% 1234 -288,777 -98.18% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 5,340 265 0.01% 0.02% 1232 -2,986 -35.86% Q4 2025 Feb 10, 2026
Retirement Planning Co of New England, Inc. History Reduced 5,347 265 0.11% 0.15% 1233 -298 -5.28% Q4 2025 Jan 28, 2026
Princeton Global Asset Management LLC History Reduced 5,333 264 0.04% 0.06% 1236 -620 -10.41% Q4 2025 Jan 20, 2026
XML Financial, LLC History Reduced 5,330 264 0.02% 0.03% 1237 -301 -5.35% Q4 2025 Feb 11, 2026
Harvest Investment Services, LLC History Added to 5,321 264 0.05% 0.07% 1235 +139 2.68% Q4 2025 Feb 17, 2026
Vawter Financial, Ltd. History No change 5,327 264 0.11% 0.16% 1238 0 0.0% Q4 2025 Feb 02, 2026
Signature Wealth Management Group History Added to 5,307 263 0.11% 0.09% 1239 +1,836 52.9% Q4 2025 Jan 15, 2026
Keystone Financial Services History Added to 5,284 262 0.08% 0.07% 1240 +1,742 49.18% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Reduced 5,286 262 0.0% 0.0% 1242 -1,169 -18.11% Q4 2025 Jan 27, 2026
James J. Burns & Company, LLC History Added to 5,280 262 0.04% 0.04% 1241 +961 22.25% Q4 2025 Jan 23, 2026
Cogent Private Wealth, Inc. History New 5,266 261 0.2% — 1243 +5,266 New Q4 2025 Feb 10, 2026
City State Bank History Reduced 5,250 260 0.07% 0.25% 1245 -8,040 -60.5% Q4 2025 Jan 28, 2026
TBH Global Asset Management, LLC History Added to 5,240 260 0.04% 0.05% 1244 +1,066 25.54% Q4 2025 Jan 29, 2026
Integrated Wealth Management History New 5,234 259 0.29% — 1246 +5,234 New Q4 2025 Mar 03, 2026
N.E.W. Advisory Services LLC History Added to 5,204 258 0.02% 0.02% 1248 +2,457 89.44% Q4 2025 Jan 28, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 5,207 258 0.08% 0.1% 1247 +744 16.67% Q4 2025 Jan 12, 2026
Purus Wealth Management, LLC History Reduced 5,195 257 0.08% 0.11% 1249 -23 -0.44% Q4 2025 Jan 27, 2026
Signature Equity Partners, LLC History New 5,169 256 0.14% — 1250 +5,169 New Q4 2025 Feb 17, 2026
Cedarwood Wealth LLC History New 5,164 256 0.29% — 1251 +5,164 New Q4 2025 Mar 05, 2026
Melia Wealth LLC History New 5,151 255 0.12% — 1252 +5,151 New Q4 2025 Feb 09, 2026
Three Magnolias Financial Advisors, LLC History Reduced 5,150 255 0.16% 0.22% 1253 -300 -5.5% Q4 2025 Jan 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 5,134 254 0.02% — 1256 +5,134 New Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History New 5,132 254 0.01% — 1254 +5,132 New Q4 2025 Jan 14, 2026
WEALTHSPAN PARTNERS, LLC History Added to 5,130 254 0.09% 0.12% 1255 +197 3.99% Q4 2025 Jan 27, 2026
Physician Wealth Advisors, Inc. History Added to 5,107 253 0.04% 0.04% 1258 +982 23.81% Q4 2025 Jan 29, 2026
Malaga Cove Capital, LLC History Added to 5,107 253 0.09% 0.11% 1257 +282 5.84% Q4 2025 Feb 09, 2026
HOEY INVESTMENTS, INC History No change 5,095 252 0.03% 0.04% 1259 0 0.0% Q4 2025 Jan 28, 2026
Collaborative Wealth Managment Inc. History New 5,072 251 0.09% — 1261 +5,072 New Q4 2025 Feb 09, 2026
Thrive Wealth Management, LLC History Reduced 5,067 251 0.04% 0.05% 1260 -328 -6.08% Q4 2025 Jan 12, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History New 5,044 250 0.03% — 1262 +5,044 New Q4 2025 Jan 20, 2026
Madrid Wealth Management, LLC History New 5,036 250 0.2% — 1263 +5,036 New Q4 2025 Feb 02, 2026
OBSIDIAN CIO, LLC History Reduced 5,032 249 0.37% 0.75% 1265 -83,357 -94.31% Q4 2025 Feb 18, 2026
1ST SOURCE BANK History Added to 5,025 249 0.01% 0.02% 1264 +275 5.79% Q4 2025 Feb 05, 2026
Mathes Company, Inc. History New 5,000 248 0.09% — 1266 +5,000 New Q4 2025 Feb 09, 2026
Mesirow Financial Investment Management, Inc. History Reduced 5,014 248 0.01% 0.01% 1267 -3,896 -43.73% Q4 2025 Feb 05, 2026
Provident Wealth Management, LLC History No change 5,000 248 0.07% 0.1% 1268 0 0.0% Q4 2025 Jan 28, 2026
LGL PARTNERS, LLC History Added to 4,987 247 0.11% 0.13% 1270 +327 7.02% Q4 2025 Feb 09, 2026
SouthState Bank Corp History No change 4,983 247 0.01% 0.01% 1269 0 0.0% Q4 2025 Feb 11, 2026
Fusion Capital, LLC History No change 4,993 247 0.07% 0.09% 1271 0 0.0% Q4 2025 Feb 04, 2026
Integrated Capital Management, LLC History Added to 4,974 246 0.11% 0.14% 1273 +166 3.45% Q4 2025 Jan 26, 2026
L2 Asset Management, LLC History No change 4,968 246 0.03% 0.05% 1272 0 0.0% Q4 2025 Feb 17, 2026
Donor Advised Charitable Giving, Inc. History New 4,940 245 0.01% — 1276 +4,940 New Q4 2025 Jan 23, 2026
Aspen Grove Capital, LLC History New 4,935 245 0.04% — 1278 +4,935 New Q4 2025 Feb 17, 2026
Austin Private Wealth, LLC History Added to 4,946 245 0.02% 0.02% 1277 +1,109 28.9% Q4 2025 Jan 20, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 4,942 245 0.03% 0.04% 1274 -1,026 -17.19% Q4 2025 Feb 12, 2026
Tradewinds, LLC. History Added to 4,935 245 0.06% 0.07% 1279 +600 13.84% Q4 2025 Feb 13, 2026
Apriem Advisors History No change 4,944 245 0.02% 0.03% 1275 0 0.0% Q4 2025 Feb 13, 2026
Indivisible Partners History New 4,925 244 0.03% — 1280 +4,925 New Q4 2025 Feb 03, 2026
FIDUCIARY TRUST CO History Added to 4,870 241 0.0% 0.0% 1281 +1,010 26.17% Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 4,869 241 0.07% 0.1% 1282 -284 -5.51% Q4 2025 Feb 05, 2026
Nautilus Advisors LLC History No change 4,854 241 0.16% 0.21% 1283 0 0.0% Q4 2025 Jan 22, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 4,815 239 0.08% 0.07% 1286 +1,686 53.88% Q4 2025 Jan 22, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 4,814 239 0.02% 0.02% 1284 +1,180 32.47% Q4 2025 Feb 05, 2026
First City Capital Management, Inc. History Reduced 4,831 239 0.13% 0.21% 1285 -1,045 -17.78% Q4 2025 Jan 14, 2026
Mach-1 Financial Group, LLC History New 4,808 238 0.05% — 1287 +4,808 New Q4 2025 Feb 06, 2026
Amplius Wealth Advisors, LLC History New 4,806 238 0.02% — 1289 +4,806 New Q4 2025 Jan 12, 2026
Whelan Financial History Added to 4,801 238 0.07% 0.1% 1288 +163 3.51% Q4 2025 Feb 02, 2026
NerdWallet Wealth Partners, LLC History Added to 4,807 238 0.11% 0.15% 1290 +4 0.08% Q4 2025 Jan 13, 2026
Artesa Financial Group, LLC History New 4,737 235 0.24% — 1295 +4,737 New Q4 2025 Feb 11, 2026
Westmount Partners, LLC History Reduced 4,736 235 0.06% 0.09% 1293 -617 -11.53% Q4 2025 Jan 15, 2026
GatePass Capital, LLC History Added to 4,738 235 0.12% 0.16% 1294 +577 13.87% Q4 2025 Feb 09, 2026
Symphony Financial, Ltd. Co. History Added to 4,736 235 0.03% 0.03% 1292 +329 7.47% Q4 2025 Feb 11, 2026
FISHMAN JAY A LTD/MI History No change 4,735 235 0.02% 0.03% 1291 0 0.0% Q4 2025 Jan 28, 2026
Quantum Portfolio Management LLC History Reduced 4,731 234 0.1% 0.15% 1298 -3,095 -39.55% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,719 234 0.01% 0.01% 1296 +1,467 45.11% Q4 2025 Feb 13, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 4,715 234 0.07% 0.08% 1297 -586 -11.05% Q4 2025 Feb 02, 2026
Safeguard Investment Advisory Group, LLC History Added to 4,690 232 0.06% 0.07% 1299 +303 6.91% Q4 2025 Feb 13, 2026
Financial Planning Navigators CORP History New 4,656 231 0.11% — 1300 +4,656 New Q4 2025 Jan 16, 2026
Zuckerman Investment Group, LLC History Reduced 4,652 230 0.02% 0.08% 1301 -8,279 -64.02% Q4 2025 Feb 13, 2026
American Financial Advisors, LLC History Added to 4,639 230 0.03% 0.04% 1302 +259 5.91% Q4 2025 Feb 03, 2026
K.J. Harrison & Partners Inc History Reduced 4,628 229 0.03% 0.35% 1303 -30,600 -86.86% Q4 2025 Feb 03, 2026
MRA Advisory Group History Reduced 4,622 229 0.1% 0.21% 1304 -2,912 -38.65% Q4 2025 Jan 16, 2026
Alliance Wealth Advisors, LLC History Added to 4,632 229 0.1% 0.13% 1305 +150 3.35% Q4 2025 Jan 14, 2026
Ellenbecker Investment Group History Added to 4,593 228 0.03% 0.03% 1306 +1,409 44.25% Q4 2025 Jan 30, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 4,600 228 0.06% 0.06% 1309 +1,103 31.54% Q4 2025 Feb 06, 2026
XY Planning Network, Inc. History Added to 4,607 228 0.04% 0.08% 1308 +825 21.81% Q4 2025 Jan 26, 2026
CEERA INVESTMENTS, LLC History Added to 4,600 228 0.09% 0.08% 1307 +775 20.26% Q4 2025 Feb 09, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 4,585 227 0.01% 0.04% 1310 -10,134 -68.85% Q4 2025 Feb 13, 2026
Synergy Investment Management, LLC History New 4,573 227 0.08% — 1311 +4,573 New Q4 2025 Feb 06, 2026
Nadler Financial Group, Inc. History New 4,556 226 0.02% — 1313 +4,556 New Q4 2025 Jan 28, 2026
Valmark Advisers, Inc. History Added to 4,566 226 0.0% 0.0% 1312 +548 13.64% Q4 2025 Jan 26, 2026
COFG Advisors, LLC History New 4,523 224 0.06% — 1318 +4,523 New Q4 2025 Feb 10, 2026
Helium Advisors LLC History Added to 4,527 224 0.23% 0.17% 1317 +1,409 45.19% Q4 2025 Feb 12, 2026
Swisher Financial Concepts, Inc. History Reduced 4,525 224 0.13% 0.19% 1315 -354 -7.26% Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History Added to 4,522 224 0.06% 0.09% 1316 +72 1.62% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History Added to 4,528 224 0.01% 0.01% 1314 +7 0.15% Q4 2025 Feb 17, 2026
SeaBridge Investment Advisors LLC History New 4,496 223 0.04% — 1319 +4,496 New Q4 2025 Jan 26, 2026
Matisse Capital History Reduced 4,496 223 0.1% 0.15% 1320 -648 -12.6% Q4 2025 Jan 29, 2026
Patriot Financial Group Insurance Agency, LLC History New 4,476 222 0.03% — 1321 +4,476 New Q4 2025 Jan 26, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,484 222 0.02% 0.03% 1323 +294 7.02% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 4,490 222 0.01% 0.02% 1322 -262 -5.51% Q4 2025 Jan 29, 2026
PROMETHIUM ADVISORS,LLC History Added to 4,490 222 0.12% 0.16% 1324 +130 2.98% Q4 2025 Feb 12, 2026
ORBA Wealth Advisors, L.L.C. History New 4,454 221 0.19% — 1327 +4,454 New Q4 2025 Feb 05, 2026
TCI Wealth Advisors, Inc. History Added to 4,467 221 0.01% 0.01% 1326 +1,141 34.31% Q4 2025 Feb 02, 2026
Ancora Advisors LLC History Reduced 4,452 221 0.0% 0.01% 1325 -765 -14.66% Q4 2025 Feb 17, 2026
Rollins Financial Advisors, LLC History Reduced 4,448 220 0.03% 0.05% 1330 -551 -11.02% Q4 2025 Feb 04, 2026
EMORY UNIVERSITY History No change 4,450 220 0.14% 0.18% 1328 0 0.0% Q4 2025 Feb 11, 2026
WoodTrust Financial Corp History No change 4,432 220 0.03% 0.03% 1329 0 0.0% Q4 2025 Jan 30, 2026
FIRST UNITED BANK & TRUST History Reduced 4,419 219 0.07% 0.38% 1331 -13,410 -75.21% Q4 2025 Jan 21, 2026
Shepherd Financial Partners LLC History New 4,420 219 0.02% — 1332 +4,420 New Q4 2025 Feb 10, 2026
Presidio Capital Management, LLC History Added to 4,419 219 0.07% 0.09% 1333 +670 17.87% Q4 2025 Jan 15, 2026
Segment Wealth Management, LLC History New 4,400 218 0.01% — 1334 +4,400 New Q4 2025 Jan 29, 2026
Regency Capital Management Inc.\DE History Reduced 4,410 218 0.09% 0.25% 1335 -3,850 -46.61% Q4 2025 Feb 11, 2026
PUREfi Wealth, LLC History Added to 4,400 218 0.17% 0.2% 1336 +400 10.0% Q4 2025 Jan 12, 2026
Family Office Research LLC History Reduced 4,401 217 0.09% 0.3% 1339 -6,250 -58.68% Q4 2025 Feb 09, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 4,372 217 0.13% 0.16% 1338 +600 15.91% Q4 2025 Feb 03, 2026
Bernardo Wealth Planning LLC History Added to 4,389 217 0.04% 0.05% 1337 +382 9.53% Q4 2025 Jan 26, 2026
Beacon Bank & Trust History No change 4,366 216 0.04% 0.06% 1340 0 0.0% Q4 2025 Feb 17, 2026
ENZI WEALTH History No change 3,909 216 0.08% 0.08% 1341 0 0.0% Q4 2025 Jan 15, 2026
TRUST CO OF VERMONT History Added to 4,334 215 0.01% 0.01% 1342 +271 6.67% Q4 2025 Jan 16, 2026
Rosenberg Matthew Hamilton History Added to 4,346 215 0.04% 0.06% 1343 +155 3.7% Q4 2025 Jan 05, 2026
TECTONIC ADVISORS LLC History No change 4,331 215 0.01% 0.02% 1344 0 0.0% Q4 2025 Jan 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 4,322 214 0.03% — 1346 +4,322 New Q4 2025 Jan 26, 2026
Fragasso Financial Advisors Inc History Added to 4,316 214 0.01% 0.02% 1345 +24 0.56% Q4 2025 Jan 07, 2026
Glaxis Capital Management, LLC History Reduced 4,300 213 0.36% 6.29% 1347 -54,000 -92.62% Q4 2025 Feb 12, 2026
Shelter Rock Management, LLC History New 4,309 213 0.21% — 1352 +4,309 New Q4 2025 Feb 09, 2026
MYECFO, LLC History New 4,304 213 0.09% — 1351 +4,304 New Q4 2025 Jan 12, 2026
CHANNEL WEALTH LLC History Added to 4,293 213 0.05% 0.07% 1350 +233 5.74% Q4 2025 Feb 03, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 4,304 213 0.03% 0.04% 1348 +200 4.87% Q4 2025 Feb 13, 2026
Mattern Wealth Management LLC History No change 4,306 213 0.04% 0.06% 1349 0 0.0% Q4 2025 Jan 16, 2026
WOODMONT INVESTMENT COUNSEL LLC History New 4,284 212 0.01% — 1353 +4,284 New Q4 2025 Jan 21, 2026
Cadent Capital Advisors, LLC History Added to 4,276 212 0.05% 0.06% 1355 +515 13.69% Q4 2025 Jan 13, 2026
Optas, LLC History No change 4,272 212 0.03% 0.05% 1354 0 0.0% Q4 2025 Jan 27, 2026
Saxony Capital Management, LLC History New 4,254 211 0.13% — 1356 +4,254 New Q4 2025 Jan 15, 2026
55 North Private Wealth, LLC History New 4,250 211 0.06% — 1359 +4,250 New Q4 2025 Jan 27, 2026
Vivaldi Capital Management LP History Reduced 4,256 211 0.03% 0.06% 1357 -2,083 -32.86% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 4,266 211 0.0% 0.0% 1358 +1,066 33.31% Q4 2025 Feb 09, 2026
Intellectus Partners, LLC History New 4,241 210 0.04% — 1360 +4,241 New Q4 2025 Feb 10, 2026
DecisionPoint Financial, LLC History Added to 4,238 210 0.05% 0.06% 1361 +63 1.51% Q4 2025 Jan 29, 2026
Pacific Asset Management, LLC History New 4,222 209 0.13% — 1364 +4,222 New Q4 2025 Jan 28, 2026
Welch Group, LLC History Reduced 4,224 209 0.01% 0.01% 1362 -300 -6.63% Q4 2025 Jan 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4,227 209 0.01% 0.02% 1363 0 0.0% Q4 2025 Jan 08, 2026
Investment Advisory Group, LLC History Added to 4,202 208 0.05% 0.06% 1365 +604 16.79% Q4 2025 Jan 23, 2026
Financial Partners Group, Inc History New 4,367 207 0.02% — 1366 +4,367 New Q4 2025 Feb 03, 2026
Ground Swell Capital, LLC History New 4,157 206 0.42% — 1367 +4,157 New Q4 2025 Feb 04, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 4,153 206 0.03% — 1369 +4,153 New Q4 2025 Jan 21, 2026
Diligent Investors, LLC History Added to 4,153 206 0.05% 0.06% 1368 +223 5.67% Q4 2025 Jan 23, 2026
YARGER WEALTH STRATEGIES, LLC History New 4,147 205 0.09% — 1373 +4,147 New Q4 2025 Jan 22, 2026
DMC Group, LLC History Reduced 4,147 205 0.14% 0.26% 1372 -1,688 -28.93% Q4 2025 Jan 21, 2026
Stone House Investment Management, LLC History Reduced 4,148 205 0.03% 0.06% 1371 -972 -18.98% Q4 2025 Jan 21, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Added to 4,145 205 0.07% 0.08% 1370 +780 23.18% Q4 2025 Jan 20, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 4,111 204 0.13% 0.19% 1374 0 0.0% Q4 2025 Jan 26, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 4,097 203 0.01% — 1375 +4,097 New Q4 2025 Jan 13, 2026
Strong Retirement Solutions LLC History New 4,091 203 0.14% — 1378 +4,091 New Q4 2025 Feb 18, 2026
TLS Advisors LLC History New 4,087 203 0.53% — 1376 +4,087 New Q4 2025 Feb 04, 2026
Future Financial Wealth Managment LLC History Added to 4,000 203 0.14% 0.12% 1377 +950 31.15% Q4 2025 Jan 21, 2026
KELLEHER FINANCIAL ADVISORS History Added to 4,073 202 0.05% 0.05% 1379 +1,173 40.45% Q4 2025 Jan 20, 2026
Advisor OS, LLC History Reduced 4,385 202 0.02% 0.03% 1380 -801 -15.45% Q4 2025 Feb 04, 2026
William Howard & Co Financial Advisors Inc History Added to 4,076 202 0.17% 0.2% 1382 +438 12.04% Q4 2025 Jan 21, 2026
Empire Financial Management Company, LLC History Added to 4,079 202 0.04% 0.06% 1381 +350 9.39% Q4 2025 Feb 12, 2026
Austin Wealth Management, LLC History Reduced 3,913 201 0.03% 0.16% 1385 -12,711 -76.46% Q4 2025 Jan 26, 2026
Lewis Asset Management, LLC History New 4,068 201 0.08% — 1386 +4,068 New Q4 2025 Jan 15, 2026
South Shore Capital Advisors History New 4,066 201 0.15% — 1383 +4,066 New Q4 2025 Jan 21, 2026
Canvas Wealth Advisors, LLC History New 4,065 201 0.03% — 1384 +4,065 New Q4 2025 Jan 12, 2026
Oasis Advisors, LLC History New 4,063 201 0.11% — 1387 +4,063 New Q4 2025 Apr 07, 2026
Total Wealth Planning & Management, Inc. History New 4,048 200 0.15% — 1390 +4,048 New Q4 2025 Feb 11, 2026
Miller Financial Services LLC History New 4,035 200 0.23% — 1389 +4,035 New Q4 2025 Feb 12, 2026
MinichMacGregor Wealth Management, LLC History Added to 4,039 200 0.04% 0.05% 1388 +310 8.31% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 199 199 0.0% — 1391 +199 New Q4 2025 Feb 17, 2026
Franchise GP Ltd History New 3,993 198 0.22% — 1393 +3,993 New Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History Added to 4,001 198 0.1% 0.02% 1392 +3,362 526.13% Q4 2025 Jan 23, 2026
Strategic Advocates LLC History Reduced 3,813 190 0.05% 0.08% 1394 -727 -16.01% Q4 2025 Feb 11, 2026
IMG Wealth Management, Inc. History No change 3,840 190 0.12% 0.17% 1395 0 0.0% Q4 2025 Feb 05, 2026
Titan Wealth (CI) Ltd History New 3,664 181 0.07% — 1397 +3,664 New Q4 2025 Feb 17, 2026
Beaird Harris Wealth Management, LLC History Added to 3,664 181 0.01% 0.01% 1396 +1,050 40.17% Q4 2025 Feb 23, 2026
Bogart Wealth, LLC History Added to 3,630 180 0.01% 0.01% 1398 +1,695 87.6% Q4 2025 Jan 30, 2026
Glen Eagle Advisors, LLC History Added to 3,603 178 0.02% 0.03% 1399 +423 13.3% Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History No change 3,537 175 0.04% 0.05% 1400 0 0.0% Q4 2025 Feb 03, 2026
Mechanics Financial Corp History No change 3,500 173 0.06% 0.09% 1401 0 0.0% Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History No change 3,500 173 0.02% 0.03% 1402 0 0.0% Q4 2025 Feb 12, 2026
Sankala Group LLC History New 4,542 168 0.13% — 1403 +4,542 New Q4 2025 Mar 02, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 3,321 164 0.02% 0.04% 1404 -822 -19.84% Q4 2025 Jan 23, 2026
Avion Wealth History Added to 3,285 163 0.03% — 1405 +3,284 328400.0% Q4 2025 Jan 23, 2026
REAP Financial Group, LLC History Added to 3,266 162 0.03% 0.01% 1406 +2,502 327.49% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 3,233 160 0.01% 0.01% 1407 +1,453 81.63% Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 3,235 160 0.02% 0.02% 1408 +278 9.4% Q4 2025 Jan 22, 2026
FIRST HORIZON CORP History No change 3,150 156 0.01% 0.01% 1409 0 0.0% Q4 2025 Jan 27, 2026
FINANCIAL CONSULATE, INC History Added to 3,141 155 0.02% 0.02% 1410 +700 28.68% Q4 2025 Jan 22, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 3,109 154 0.13% 0.1% 1411 +1,403 82.24% Q4 2025 Jan 08, 2026
Private Wealth Management Group, LLC History Added to 3,117 154 0.04% 0.05% 1412 +372 13.55% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Reduced 3,039 150 0.01% 0.01% 1413 -687 -18.44% Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History No change 3,000 149 0.0% 0.0% 1414 0 0.0% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Added to 2,977 147 0.01% 0.01% 1415 +1,500 101.56% Q4 2025 Jan 29, 2026
Indiana Trust & Investment Management Co History Added to 2,955 146 0.04% 0.04% 1416 +1,000 51.15% Q4 2025 Jan 21, 2026
Vermillion Wealth Management, Inc. History Added to 2,928 145 0.06% 0.03% 1417 +1,000 51.87% Q4 2025 Feb 11, 2026
DAGCO, INC. History New 2,830 140 0.03% — 1418 +2,830 New Q4 2025 Jan 08, 2026
ENTRUST FINANCIAL LLC History New 2,783 138 0.1% — 1419 +2,783 New Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 2,761 137 0.01% 0.01% 1420 +502 22.22% Q4 2025 Jan 29, 2026
Orion Capital Management LLC History Added to 2,754 136 0.05% 0.03% 1421 +1,250 83.11% Q4 2025 Feb 03, 2026
Quaker Wealth Management, LLC History Reduced 2,724 135 0.04% 0.22% 1422 -7,532 -73.44% Q4 2025 Jan 28, 2026
Gold Investment Management Ltd. History No change 2,723 135 0.04% 0.06% 1423 0 0.0% Q4 2025 Jan 28, 2026
AMERIFLEX GROUP, INC. History Added to 2,713 134 0.07% 0.0% 1425 +2,565 1733.11% Q4 2025 Feb 18, 2026
Nemes Rush Group LLC History Added to 2,710 134 0.01% 0.01% 1424 +1,013 59.69% Q4 2025 Feb 11, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 2,600 129 0.02% 0.01% 1426 +1,500 136.36% Q4 2025 Feb 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 2,598 128 0.0% 0.0% 1427 +1,308 101.4% Q4 2025 Feb 17, 2026
Luminist Capital LLC History Added to 2,573 127 0.16% 0.1% 1429 +845 48.9% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,566 127 0.0% 0.0% 1428 +608 31.05% Q4 2025 Mar 16, 2026
Cedar Mountain Advisors, LLC History Added to 2,556 126 0.02% 0.03% 1430 +179 7.53% Q4 2025 Feb 11, 2026
Team Financial Group, LLC History Added to 2,524 125 0.06% 0.03% 1431 +1,407 125.96% Q4 2025 Jan 13, 2026
Missouri Trust & Investment Co History Added to 2,500 124 0.04% 0.02% 1433 +1,700 212.5% Q4 2025 Feb 13, 2026
Grove Bank & Trust History Added to 2,510 124 0.01% 0.01% 1432 +1,450 136.79% Q4 2025 Jan 08, 2026
Caldwell Trust Co History Added to 2,509 124 0.01% 0.01% 1434 +1,009 67.27% Q4 2025 Jan 30, 2026
ATWOOD & PALMER INC History Reduced 2,450 121 0.01% 0.01% 1435 -650 -20.97% Q4 2025 Jan 28, 2026
Winthrop Capital Management, LLC History Added to 2,394 119 0.03% 0.02% 1436 +1,101 85.15% Q4 2025 Feb 10, 2026
RMG Wealth Management LLC History Added to 2,151 117 0.02% 0.01% 1437 +533 32.94% Q4 2025 Jan 29, 2026
Global Wealth Strategies & Associates History Added to 2,343 116 0.03% 0.04% 1438 +77 3.4% Q4 2025 Jan 02, 2026
Wilkerson Advisory Group LLC History New 2,321 115 0.04% — 1439 +2,321 New Q4 2025 Feb 13, 2026
Wealth Preservation Advisors, LLC History Added to 2,303 114 0.06% 0.08% 1440 +280 13.84% Q4 2025 Feb 23, 2026
Gen-Wealth Partners Inc History No change 2,310 114 0.04% 0.05% 1441 0 0.0% Q4 2025 Feb 13, 2026
Bernard Wealth Management Corp. History No change 2,300 114 0.05% 0.06% 1442 0 0.0% Q4 2025 Jan 15, 2026
Horrell Capital Management, Inc. History Added to 2,257 112 0.05% 0.06% 1443 +6 0.27% Q4 2025 Feb 03, 2026
Lloyd Advisory Services, LLC. History New 2,179 108 0.04% — 1444 +2,179 New Q4 2025 Feb 06, 2026
Coastline Trust Co History Added to 2,164 107 0.01% 0.0% 1445 +1,694 360.43% Q4 2025 Jan 05, 2026
Fairway Wealth LLC History No change 2,158 107 0.03% 0.04% 1446 0 0.0% Q4 2025 Jan 28, 2026
PITTENGER & ANDERSON INC History Reduced 2,111 104 0.0% 0.01% 1447 -3,910 -64.94% Q4 2025 Feb 02, 2026
HM PAYSON & CO History No change 2,076 103 0.0% 0.0% 1448 0 0.0% Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History No change 2,065 102 0.02% 0.03% 1449 0 0.0% Q4 2025 Jan 29, 2026
CULLEN/FROST BANKERS, INC. History No change 2,040 101 0.0% 0.0% 1450 0 0.0% Q4 2025 Feb 06, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 2,030 100 0.03% 0.01% 1453 +1,130 125.56% Q4 2025 Feb 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,031 100 0.08% 0.12% 1452 +196 10.68% Q4 2025 Feb 10, 2026
Bruce G. Allen Investments, LLC History No change 2,030 100 0.07% 0.09% 1451 0 0.0% Q4 2025 Feb 10, 2026
Johnson Financial Group, Inc. History Reduced 1,910 94 0.0% 0.01% 1454 -990 -34.14% Q4 2025 Feb 12, 2026
CITY HOLDING CO History Added to 1,880 93 0.01% 0.01% 1455 +57 3.13% Q4 2025 Jan 22, 2026
Laurel Wealth Advisors LLC History New 1,820 90 0.01% — 1457 +1,820 New Q4 2025 Jan 30, 2026
VESTOR CAPITAL, LLC History Reduced 894 90 0.01% 0.01% 1456 -928 -50.93% Q4 2025 Feb 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,735 86 0.0% 0.01% 1458 0 0.0% Q4 2025 Jan 23, 2026
Measured Wealth Private Client Group, LLC History Added to 1,729 85 0.02% 0.03% 1459 +68 4.09% Q4 2025 Feb 10, 2026
Kingdom Financial Group LLC. History New 1,696 84 0.03% — 1464 +1,696 New Q4 2025 Feb 06, 2026
Triumph Capital Management History New 1,692 84 0.02% — 1461 +1,692 New Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Added to 1,700 84 0.0% 0.0% 1460 +636 59.77% Q4 2025 Feb 02, 2026
CX Institutional History Added to 1,687 84 0.0% 0.0% 1462 +80 4.98% Q4 2025 Feb 02, 2026
EMC Capital Management History No change 1,643 84 0.04% 0.05% 1463 0 0.0% Q4 2025 Mar 09, 2026
Game Plan Financial Advisors, LLC History Reduced 1,659 82 0.03% 0.06% 1465 -468 -22.0% Q4 2025 Jan 14, 2026
Imprint Wealth LLC History Added to 1,609 79 0.37% 0.19% 1466 +701 77.2% Q4 2025 Feb 17, 2026
Fairman Group, LLC History No change 1,571 78 0.06% 0.08% 1467 0 0.0% Q4 2025 Feb 13, 2026
Horizons Wealth Management History No change 1,553 77 0.05% 0.07% 1468 0 0.0% Q4 2025 Jan 05, 2026
Smithfield Trust Co History No change 1,506 75 0.0% 0.0% 1469 0 0.0% Q4 2025 Feb 09, 2026
Luken Investment Analytics, LLC History Added to 1,500 74 0.03% 0.03% 1470 +500 50.0% Q4 2025 Feb 03, 2026
Financial Perspectives, Inc History Added to 1,473 73 0.02% 0.0% 1471 +1,348 1078.4% Q4 2025 Jan 28, 2026
Elyxium Wealth, LLC History Reduced 1,449 71 0.02% 0.27% 1474 -10,624 -88.0% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 1,433 71 0.0% 0.01% 1472 -1,245 -46.49% Q4 2025 Feb 11, 2026
LGT Financial Advisors LLC History Reduced 1,447 71 0.43% 0.24% 1473 -269 -15.68% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,422 70 0.0% 0.0% 1475 -1,428 -50.11% Q4 2025 Jan 07, 2026
Elevated Capital Advisors, LLC History New 1,399 69 0.02% — 1476 +1,399 New Q4 2025 Jan 27, 2026
SWAN Capital LLC History Added to 1,394 69 0.03% 0.03% 1477 +394 39.4% Q4 2025 Feb 12, 2026
Main Management LLC History No change 1,350 67 0.0% 0.01% 1478 0 0.0% Q4 2025 Feb 10, 2026
Cornerstone National Bank & Trust Co History No change 1,355 67 0.03% 0.04% 1479 0 0.0% Q4 2025 Jan 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,328 66 0.0% 0.0% 1480 +971 271.99% Q4 2025 Feb 09, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 1,295 64 0.02% 0.03% 1481 0 0.0% Q4 2025 Jan 05, 2026
Safe Harbor Fiduciary, LLC History New 1,270 63 0.06% — 1482 +1,270 New Q4 2025 Feb 17, 2026
New England Capital Financial Advisors LLC History Added to 1,265 62 0.02% 0.03% 1483 +187 17.35% Q4 2025 Feb 02, 2026
Meramec Financial Planners, LLC History New 1,548 61 0.02% — 1485 +1,548 New Q4 2025 Feb 10, 2026
IFC & Insurance Marketing, Inc. History New 1,219 61 0.06% — 1484 +1,219 New Q4 2025 Feb 12, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 1,214 60 0.01% 0.51% 1486 -28,603 -95.93% Q4 2025 Feb 27, 2026
Wellington Shields & Co., LLC History Reduced 1,189 59 0.01% 0.06% 1487 -2,313 -66.05% Q4 2025 Feb 09, 2026
LFA - Lugano Financial Advisors SA History Added to 1,193 59 0.03% 0.03% 1488 +388 48.2% Q4 2025 Jan 29, 2026
Bank of New Hampshire History New 1,182 58 0.01% — 1489 +1,182 New Q4 2025 Mar 16, 2026
Guardian Financial Partners, LLC History New 35,451 56 0.02% — 1490 +35,451 New Q4 2025 Jan 14, 2026
Ankerstar Wealth, LLC History New 1,128 56 0.06% — 1492 +1,128 New Q4 2025 Feb 12, 2026
GoalVest Advisory LLC History Added to 1,146 56 0.01% 0.01% 1491 +205 21.79% Q4 2025 Jan 05, 2026
Acumen Wealth Advisors, LLC History New 1,098 54 0.02% — 1494 +1,098 New Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,095 54 0.0% 0.0% 1496 -370 -25.26% Q4 2025 Jan 22, 2026
Stephens Consulting, LLC History Added to 1,101 54 0.02% 0.02% 1495 +1 0.09% Q4 2025 Jan 13, 2026
Bangor Savings Bank History No change 1,103 54 0.0% 0.01% 1493 0 0.0% Q4 2025 Jan 16, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,073 53 0.05% 0.01% 1497 -1,098 -50.58% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,055 52 0.02% 0.0% 1499 +933 764.75% Q4 2025 Jan 09, 2026
BARRETT & COMPANY, INC. History No change 1,055 52 0.02% 0.02% 1498 0 0.0% Q4 2025 Jan 28, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,053 52 0.0% 0.0% 1500 0 0.0% Q4 2025 Feb 12, 2026
WOLFF WIESE MAGANA LLC History Added to 1,039 51 0.03% 0.04% 1502 +19 1.86% Q4 2025 Jan 14, 2026
Perkins Coie Trust Co History No change 1,045 51 0.01% 0.01% 1501 0 0.0% Q4 2025 Jan 12, 2026
Compass Financial Services Inc History Reduced 1,025 50 0.02% 0.1% 1504 -2,551 -71.34% Q4 2025 Feb 27, 2026
Cresta Advisors, Ltd. History New 1,020 50 0.02% — 1503 +1,020 New Q4 2025 Feb 03, 2026
Richardson Capital Management LLC History Added to 1,002 49 0.02% 0.01% 1505 +775 341.41% Q4 2025 Jan 30, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,000 49 0.03% 0.04% 1506 0 0.0% Q4 2025 Feb 17, 2026
Quintet Private Bank (Europe) S.A. History No change 1,000 49 0.0% 0.0% 1507 0 0.0% Q4 2025 Jan 20, 2026
VSM Wealth Advisory, LLC History New 967 48 0.01% — 1508 +967 New Q4 2025 Feb 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 950 47 0.01% 0.01% 1509 0 0.0% Q4 2025 Jan 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 927 46 0.04% — 1511 +927 New Q4 2025 Feb 11, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 942 46 0.0% 0.0% 1510 -150 -13.74% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History Added to 924 45 0.03% 0.03% 1512 +208 29.05% Q4 2025 Feb 02, 2026
Coston, McIsaac & Partners History Reduced 910 44 0.01% 0.23% 1516 -13,691 -93.77% Q4 2025 Feb 03, 2026
UNION SAVINGS BANK History New 903 44 0.02% — 1518 +903 New Q4 2025 Mar 06, 2026
VISION FINANCIAL MARKETS LLC History Added to 889 44 0.04% 0.03% 1513 +275 44.79% Q4 2025 Jan 22, 2026
Front Row Advisors LLC History Reduced 900 44 0.01% 0.02% 1514 -250 -21.74% Q4 2025 Feb 12, 2026
CNB Bank History No change 903 44 0.02% 0.02% 1515 0 0.0% Q4 2025 Feb 11, 2026
Park Place Capital Corp History No change 891 44 0.01% 0.01% 1517 0 0.0% Q4 2025 Jan 09, 2026
CURIO WEALTH, LLC History New 889 43 0.02% — 1520 +889 New Q4 2025 Feb 11, 2026
GW&K Investment Management, LLC History No change 857 43 0.0% 0.0% 1519 0 0.0% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History New 850 42 0.0% — 1522 +850 New Q4 2025 Jan 30, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 856 42 0.0% 0.0% 1521 +485 130.73% Q4 2025 Jan 14, 2026
HighMark Wealth Management LLC History Reduced 850 42 0.02% 0.03% 1524 -50 -5.56% Q4 2025 Feb 05, 2026
McIlrath & Eck, LLC History No change 849 42 0.0% 0.01% 1523 0 0.0% Q4 2025 Feb 03, 2026
Arlington Trust Co LLC History No change 850 42 0.0% 0.01% 1525 0 0.0% Q4 2025 Jan 30, 2026
SHP Wealth Management History New 834 41 0.0% — 1528 +834 New Q4 2025 Mar 04, 2026
GHP Investment Advisors, Inc. History Added to 838 41 0.0% 0.0% 1527 +114 15.75% Q4 2025 Jan 27, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 830 41 0.01% 0.02% 1526 0 0.0% Q4 2025 Feb 04, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 822 40 0.01% 0.0% 1529 +580 239.67% Q4 2025 Feb 09, 2026
Graney & King, LLC History No change 812 40 0.02% 0.04% 1530 0 0.0% Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 801 39 0.01% — 1531 +801 New Q4 2025 Jan 20, 2026
Tripletail Wealth Management, LLC History New 800 39 0.05% — 1535 +800 New Q4 2025 Feb 12, 2026
Heritage Wealth Advisors History Added to 795 39 0.0% 0.0% 1532 +400 101.27% Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 803 39 0.01% 0.01% 1533 +169 26.66% Q4 2025 Feb 10, 2026
Harbor Asset Planning, Inc. History No change 788 39 0.03% 0.05% 1534 0 0.0% Q4 2025 Jan 26, 2026
IFS Advisors, LLC History Added to 775 38 0.02% 0.01% 1538 +515 198.08% Q4 2025 Jan 09, 2026
Sound Income Strategies, LLC History Reduced 711 38 0.0% 0.0% 1537 -474 -40.0% Q4 2025 Jan 21, 2026
TD Capital Management LLC History No change 781 38 0.0% 0.0% 1536 0 0.0% Q4 2025 Feb 26, 2026
Global Trust Asset Management, LLC History Added to 730 36 0.01% 0.02% 1539 +100 15.87% Q4 2025 Jan 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 736 36 0.01% 0.02% 1540 +84 12.88% Q4 2025 Feb 09, 2026
Strengthening Families & Communities, LLC History New 724 35 0.01% — 1541 +724 New Q4 2025 Feb 03, 2026
Birchwood Financial Partners, Inc. History New 666 33 0.03% — 1543 +666 New Q4 2025 Feb 19, 2026
WFA of San Diego, LLC History Reduced 670 33 0.02% 0.03% 1542 -30 -4.29% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History No change 649 32 0.01% 0.01% 1544 0 0.0% Q4 2025 Feb 11, 2026
American Capital Advisory, LLC History Reduced 642 31 0.01% 0.02% 1545 -4 -0.62% Q4 2025 Jan 30, 2026
Caitlin John, LLC History Reduced 613 30 0.02% 0.27% 1546 -5,280 -89.6% Q4 2025 Feb 18, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 620 30 0.01% 0.01% 1547 +120 24.0% Q4 2025 Jan 15, 2026
Hughes Financial Services, LLC History Added to 619 30 0.0% 0.0% 1548 +100 19.27% Q4 2025 Feb 11, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 600 29 0.0% 0.02% 1549 -1,940 -76.38% Q4 2025 Jan 23, 2026
Fairscale Capital, LLC History No change 590 29 0.02% 0.03% 1550 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN NATIONAL BANK & TRUST History No change 576 28 0.0% 0.0% 1551 0 0.0% Q4 2025 Jan 20, 2026
Davis Capital Management History No change 572 28 0.02% 0.03% 1552 0 0.0% Q4 2025 Jan 28, 2026
Vermillion & White Wealth Management Group, LLC History Added to 531 26 0.01% 0.0% 1554 +459 637.5% Q4 2025 Feb 18, 2026
PFS Partners, LLC History Added to 532 26 0.01% 0.01% 1555 +100 23.15% Q4 2025 Jan 16, 2026
Anchor Investment Management, LLC History Added to 525 26 0.0% 0.0% 1553 +75 16.67% Q4 2025 Feb 26, 2026
Key Capital Management, INC History New 522 25 0.02% — 1559 +522 New Q4 2025 Jan 26, 2026
SFAM, LLC History New 516 25 0.02% — 1556 +516 New Q4 2025 Feb 12, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 504 25 0.02% — 1558 +500 12500.0% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History Reduced 507 25 0.01% 0.02% 1557 -52 -9.3% Q4 2025 Jan 21, 2026
Covestor Ltd History Reduced 477 24 0.01% 0.02% 1560 -54 -10.17% Q4 2025 Feb 06, 2026
West Branch Capital LLC History New 479 23 0.01% — 1565 +479 New Q4 2025 Jan 16, 2026
Garner Asset Management Corp History New 469 23 0.01% — 1564 +469 New Q4 2025 Feb 03, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 483 23 0.01% 0.02% 1567 -26 -5.11% Q4 2025 Feb 17, 2026
Roble, Belko & Company, Inc History Added to 470 23 0.0% 0.0% 1562 +11 2.4% Q4 2025 Jan 12, 2026
JFS WEALTH ADVISORS, LLC History No change 482 23 0.0% 0.0% 1561 0 0.0% Q4 2025 Jan 14, 2026
Founders Capital Management History No change 469 23 0.01% 0.02% 1563 0 0.0% Q4 2025 Jan 15, 2026
1620 INVESTMENT ADVISORS, INC. History No change 475 23 0.02% 0.02% 1566 0 0.0% Q4 2025 Feb 05, 2026
Kilter Group LLC History Added to 460 22 0.01% 0.01% 1571 +60 15.0% Q4 2025 Feb 13, 2026
NATIXIS History Reduced 445 22 0.0% 0.0% 1568 -13 -2.84% Q4 2025 Feb 13, 2026
Tidemark, LLC History No change 449 22 0.01% 0.01% 1569 0 0.0% Q4 2025 Feb 10, 2026
Financial Network Wealth Advisors LLC History No change 447 22 0.02% 0.03% 1570 0 0.0% Q4 2025 Feb 13, 2026
NCP Inc. History New 421 20 0.02% — 1572 +421 New Q4 2025 Feb 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 400 19 0.0% 0.01% 1573 0 0.0% Q4 2025 Jan 23, 2026
Sachetta, LLC History No change 384 19 0.01% 0.01% 1574 0 0.0% Q4 2025 Feb 02, 2026
MCF Advisors LLC History Added to 369 18 0.0% — 1575 +365 9125.0% Q4 2025 Feb 11, 2026
Scarborough Advisors, LLC History Added to 379 18 0.0% 0.0% 1578 +34 9.86% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 369 18 0.01% 0.02% 1576 0 0.0% Q4 2025 Mar 12, 2026
Avalon Trust Co History No change 375 18 0.0% 0.0% 1577 0 0.0% Q4 2025 Feb 09, 2026
ALBION FINANCIAL GROUP /UT History Added to 359 17 0.0% 0.0% 1579 +125 53.42% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History Added to 354 17 0.01% 0.01% 1583 +18 5.36% Q4 2025 Jan 23, 2026
FIRST COMMUNITY TRUST NA History No change 352 17 0.01% 0.02% 1580 0 0.0% Q4 2025 Jan 16, 2026
St. Johns Investment Management Company, LLC History No change 355 17 0.01% 0.01% 1581 0 0.0% Q4 2025 Jan 29, 2026
MTM Investment Management, LLC History No change 347 17 0.01% 0.01% 1582 0 0.0% Q4 2025 Feb 09, 2026
Lavaca Capital LLC History Reduced 329 16 0.0% 0.03% 1584 -2,300 -87.49% Q4 2025 Feb 13, 2026
MidFirst Bank History New 331 16 0.0% — 1587 +331 New Q4 2025 Feb 25, 2026
Fourth Dimension Wealth, LLC History Added to 325 16 0.01% 0.0% 1586 +175 116.67% Q4 2025 Feb 04, 2026
Midwest Capital Advisors, LLC History No change 333 16 0.01% 0.01% 1585 0 0.0% Q4 2025 Jan 29, 2026
Provenance Wealth Advisors, LLC History No change 328 16 0.0% 0.0% 1588 0 0.0% Q4 2025 Jan 26, 2026
OPTIMA CAPITAL LLC History New 309 15 0.01% — 1589 +309 New Q4 2025 Jan 23, 2026
WINNOW WEALTH LLC History No change 314 15 0.01% 0.02% 1590 0 0.0% Q4 2025 Feb 11, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 285 14 0.01% 0.04% 1591 -1,000 -77.82% Q4 2025 Feb 13, 2026
First Pacific Financial History New 302 14 0.0% — 1593 +302 New Q4 2025 Jan 16, 2026
Trust Co History New 300 14 0.0% — 1592 +300 New Q4 2025 Jan 15, 2026
Godfrey Financial Associates, Inc. History New 295 14 0.01% — 1594 +295 New Q4 2025 Feb 10, 2026
Key FInancial Inc History New 280 13 0.0% — 1595 +280 New Q4 2025 Feb 09, 2026
Valued Wealth Advisors LLC History Added to 281 13 0.01% 0.01% 1596 +70 33.18% Q4 2025 Jan 30, 2026
Bulwark Capital Corp History Added to 267 13 0.01% 0.01% 1597 +25 10.33% Q4 2025 Jan 12, 2026
Inlight Wealth Management, LLC History Added to 258 12 0.0% 0.0% 1599 +240 1333.33% Q4 2025 Jan 23, 2026
SITTNER & NELSON, LLC History Added to 322 12 0.0% 0.01% 1600 +95 41.85% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History Reduced 50 12 0.0% 0.0% 1598 -15 -23.08% Q4 2025 Jan 23, 2026
Breakwater Investment Management History No change 253 12 0.0% 0.01% 1601 0 0.0% Q4 2025 Feb 02, 2026
FMR LLC History Reduced 234 11 0.0% 0.0% 1602 -88 -27.33% Q4 2025 Feb 17, 2026
Hartford Financial Management Inc. History No change 235 11 0.0% 0.0% 1603 0 0.0% Q4 2025 Jan 21, 2026
Crews Bank & Trust History Added to 202 10 0.0% 0.0% 1606 +67 49.63% Q4 2025 Jan 21, 2026
Friedenthal Financial History No change 220 10 0.01% 0.01% 1604 0 0.0% Q4 2025 Jan 27, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 193 10 0.0% 0.0% 1605 0 0.0% Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Reduced 198 9 0.0% 0.0% 1609 -300 -60.24% Q4 2025 Jan 13, 2026
Milestone Investment Advisors LLC History New 189 9 0.0% — 1612 +189 New Q4 2025 Feb 11, 2026
Aventus Investment Advisors, Inc. History New 188 9 0.01% — 1614 +188 New Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 195 9 0.0% 0.0% 1607 +175 875.0% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History No change 185 9 0.0% 0.0% 1608 0 0.0% Q4 2025 Jan 23, 2026
New Millennium Group LLC History No change 187 9 0.0% 0.01% 1610 0 0.0% Q4 2025 Feb 06, 2026
Morton Brown Family Wealth, LLC History No change 200 9 0.0% 0.0% 1611 0 0.0% Q4 2025 Jan 28, 2026
DiNuzzo Private Wealth, Inc. History No change 192 9 0.0% 0.0% 1613 0 0.0% Q4 2025 Jan 16, 2026
MCGUIRE CAPITAL ADVISORS INC History New 175 8 0.01% — 1617 +175 New Q4 2025 Feb 19, 2026
Keystone Financial Group, Inc. History New 173 8 0.0% — 1616 +173 New Q4 2025 Jan 16, 2026
Abound Wealth Management History Added to 174 8 0.0% 0.0% 1615 +32 22.54% Q4 2025 Jan 12, 2026
ALERUS FINANCIAL NA History Reduced 148 7 0.0% 0.02% 1618 -5,593 -97.42% Q4 2025 Feb 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 160 7 0.0% 0.0% 1619 0 0.0% Q4 2025 Feb 13, 2026
Investment Research & Advisory Group, Inc. History No change 161 7 0.0% 0.0% 1620 0 0.0% Q4 2025 Jan 20, 2026
JDM Financial Group LLC History No change 155 7 0.0% 0.0% 1621 0 0.0% Q4 2025 Feb 02, 2026
Jessup Wealth Management, Inc History New 140 6 0.0% — 1624 +140 New Q4 2025 Feb 11, 2026
Hamrick Investment Counsel, llc History New 140 6 0.0% — 1628 +140 New Q4 2025 Mar 31, 2026
Hilton Head Capital Partners, LLC History New 132 6 0.0% — 1627 +132 New Q4 2025 Feb 11, 2026
IMA Advisory Services, Inc. History New 126 6 0.0% — 1622 +126 New Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History Reduced 136 6 0.0% 0.0% 1623 -14 -9.33% Q4 2025 Jan 14, 2026
Quest 10 Wealth Builders, Inc. History No change 126 6 0.01% 0.01% 1625 0 0.0% Q4 2025 Jan 29, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 125 6 0.0% 0.0% 1626 0 0.0% Q4 2025 Jan 14, 2026
MSRH, LLC History New 102 5 0.01% — 1631 +102 New Q4 2025 Apr 06, 2026
Lodestone Wealth Management LLC History New 101 5 0.0% — 1630 +101 New Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History Added to 115 5 0.0% 0.0% 1629 +23 25.0% Q4 2025 Jan 26, 2026
RHL GROUP, LLC History New 100 4 0.0% — 1638 +100 New Q4 2025 Feb 09, 2026
Minot DeBlois Advisors LLC History No change 100 4 0.0% 0.01% 1632 0 0.0% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History No change 84 4 0.0% 0.0% 1633 0 0.0% Q4 2025 Feb 09, 2026
Collier Financial History No change 96 4 0.0% 0.0% 1634 0 0.0% Q4 2025 Feb 12, 2026
Bear Mountain Capital, Inc. History No change 84 4 0.0% 0.0% 1635 0 0.0% Q4 2025 Jan 22, 2026
GAMMA Investing LLC History No change 100 4 0.0% 0.0% 1636 0 0.0% Q4 2025 Jan 05, 2026
Redwood Park Advisors LLC History No change 85 4 0.0% 0.0% 1637 0 0.0% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 73 3 0.0% 0.0% 1639 -120 -62.18% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History New 71 3 0.0% — 1640 +71 New Q4 2025 Feb 23, 2026
Raleigh Capital Management Inc. History No change 80 3 0.0% 0.0% 1641 0 0.0% Q4 2025 Jan 21, 2026
Concord Wealth Partners History Reduced 45 2 0.0% 0.01% 1644 -955 -95.5% Q4 2025 Jan 29, 2026
First PREMIER Bank History No change 50 2 0.0% 0.0% 1642 0 0.0% Q4 2025 Jan 23, 2026
Centerpoint Advisors, LLC History No change 45 2 0.0% 0.0% 1643 0 0.0% Q4 2025 Feb 13, 2026
TFC Financial Management, Inc. History No change 57 2 0.0% 0.0% 1645 0 0.0% Q4 2025 Jan 23, 2026
Roxbury Financial LLC History No change 57 2 0.0% 0.0% 1646 0 0.0% Q4 2025 Jan 05, 2026
Networth Advisors, LLC History New 37 1 0.0% — 1653 +37 New Q4 2025 Jan 22, 2026
Ares Financial Consulting, LLC History New 31 1 0.0% — 1654 +31 New Q4 2025 Jan 30, 2026
CBIZ Investment Advisory Services, LLC History New 30 1 0.0% — 1650 +30 New Q4 2025 Feb 09, 2026
Creative Capital Management Investments LLC History Added to 30 1 0.0% — 1651 +25 500.0% Q4 2025 Jan 23, 2026
Tanglewood Legacy Advisors, LLC History Added to 29 1 0.0% — 1652 +15 107.14% Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 29 1 0.0% 0.0% 1647 0 0.0% Q4 2025 Jan 20, 2026
GLAZER CAPITAL, LLC History No change 515 1 0.0% 0.01% 1648 0 0.0% Q4 2025 Feb 13, 2026
Clarity Asset Management, Inc. History No change 28 1 0.0% 0.0% 1649 0 0.0% Q4 2025 Feb 13, 2026
Castle Hook Partners LP History Closed out 0 0 — 6.86% — -20,842,915 -100.0% Q3 2025 Nov 14, 2025
BSN Capital Partners Ltd History Closed out 0 0 — 13.1% — -2,800,000 -100.0% Q3 2025 Nov 07, 2025
NOMURA HOLDINGS INC History Closed out 0 0 — 0.24% — -2,343,800 -100.0% Q3 2025 Nov 14, 2025
CRCM LP History Closed out 0 0 — 41.63% — -2,214,074 -100.0% Q3 2025 Nov 14, 2025
NWI MANAGEMENT LP History Closed out 0 0 — 6.93% — -2,000,000 -100.0% Q3 2025 Dec 05, 2025
Senator Investment Group LP History Closed out 0 0 — 4.32% — -1,798,000 -100.0% Q3 2025 Nov 14, 2025
BANK OF MONTREAL /CAN/ History Closed out 0 0 — 0.03% — -1,400,921 -100.0% Q3 2025 Nov 13, 2025
Lantern Wealth Advisors, LLC History Closed out 0 0 — 0.16% — -1,003,583 -100.0% Q3 2025 Nov 26, 2025
Horizon Investments, LLC History Closed out 0 0 — 0.5% — -586,779 -100.0% Q3 2025 Nov 14, 2025
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 — 2.04% — -510,642 -100.0% Q3 2025 Nov 13, 2025
O'Neil Global Advisors, Inc. History Closed out 0 0 — 4.86% — -406,378 -100.0% Q3 2025 Nov 10, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 1.24% — -301,301 -100.0% Q3 2025 Nov 13, 2025
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 1.39% — -290,122 -100.0% Q3 2025 Nov 14, 2025
Ariose Capital Management Ltd History Closed out 0 0 — 6.23% — -285,825 -100.0% Q3 2025 Oct 21, 2025
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 — 1.82% — -211,125 -100.0% Q3 2025 Nov 10, 2025
Context Capital Management, LLC History Closed out 0 0 — 0.29% — -144,000 -100.0% Q3 2025 Nov 12, 2025
Vigilare Wealth Management History Closed out 0 0 — 3.09% — -137,311 -100.0% Q3 2025 Oct 01, 2025
Fore Capital, LLC History Closed out 0 0 — 2.52% — -135,000 -100.0% Q3 2025 Nov 13, 2025
Luxor Capital Group, LP History Closed out 0 0 — 0.38% — -123,775 -100.0% Q3 2025 Nov 14, 2025
Andar Capital Management HK Ltd History Closed out 0 0 — 7.76% — -118,000 -100.0% Q3 2025 Nov 07, 2025
RPO LLC History Closed out 0 0 — 0.79% — -117,200 -100.0% Q3 2025 Nov 12, 2025
Riggs Asset Managment Co. Inc. History Closed out 0 0 — 1.61% — -114,066 -100.0% Q3 2025 Nov 13, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.01% — -110,800 -100.0% Q3 2025 Nov 13, 2025
Geneva Partners, LLC History Closed out 0 0 — 2.46% — -103,634 -100.0% Q3 2025 Nov 12, 2025
BNC WEALTH MANAGEMENT, LLC History Closed out 0 0 — 1.55% — -94,567 -100.0% Q3 2025 Oct 10, 2025
DELTEC ASSET MANAGEMENT LLC History Closed out 0 0 — 1.0% — -93,650 -100.0% Q3 2025 Oct 24, 2025
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 — 1.19% — -92,900 -100.0% Q3 2025 Nov 14, 2025
Gainplan LLC History Closed out 0 0 — 2.35% — -85,497 -100.0% Q3 2025 Oct 09, 2025
360 Financial, Inc. History Closed out 0 0 — 2.65% — -82,326 -100.0% Q3 2025 Nov 12, 2025
Sycale Advisors (NY) LLC History Closed out 0 0 — 0.96% — -78,800 -100.0% Q3 2025 Nov 14, 2025
Consilium Wealth Advisory, LLC History Closed out 0 0 — 1.76% — -70,072 -100.0% Q3 2025 Oct 20, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.05% — -65,525 -100.0% Q3 2025 Nov 13, 2025
Northstar Advisory Group, LLC History Closed out 0 0 — 1.54% — -58,206 -100.0% Q3 2025 Nov 03, 2025
Permanens Capital L.P. History Closed out 0 0 — 0.52% — -53,878 -100.0% Q3 2025 Nov 14, 2025
Lake Hills Wealth Management, LLC History Closed out 0 0 — 1.8% — -51,789 -100.0% Q3 2025 Oct 14, 2025
Persistent Asset Partners Ltd History Closed out 0 0 — 1.97% — -44,200 -100.0% Q3 2025 Jan 15, 2026
Capital CS Group, LLC History Closed out 0 0 — 0.93% — -43,486 -100.0% Q3 2025 Nov 07, 2025
683 Capital Management, LLC History Closed out 0 0 — 0.11% — -33,000 -100.0% Q3 2025 Nov 14, 2025
Deane Retirement Strategies, Inc. History Closed out 0 0 — 0.9% — -32,342 -100.0% Q3 2025 Oct 14, 2025
Ripple Effect Asset Management LP History Closed out 0 0 — 0.36% — -28,500 -100.0% Q3 2025 Nov 14, 2025
Bellwether Advisors, LLC History Closed out 0 0 — 0.29% — -26,669 -100.0% Q3 2025 Nov 12, 2025
jvl associates llc History Closed out 0 0 — 0.53% — -24,750 -100.0% Q3 2025 Oct 10, 2025
HERITAGE OAK WEALTH ADVISORS LLC History Closed out 0 0 — 0.56% — -23,871 -100.0% Q3 2025 Oct 20, 2025
PALISADE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 0.04% — -22,547 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.09% — -20,991 -100.0% Q3 2025 Nov 06, 2025
CAPITAL MANAGEMENT ASSOCIATES /NY/ History Closed out 0 0 — 1.94% — -20,000 -100.0% Q3 2025 Nov 05, 2025
RWA WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -19,933 -100.0% Q3 2025 Nov 10, 2025
Almanack Investment Partners, LLC. History Closed out 0 0 — 0.2% — -19,879 -100.0% Q3 2025 Oct 22, 2025
NICOLET BANKSHARES INC History Closed out 0 0 — 0.21% — -19,771 -100.0% Q3 2025 Nov 13, 2025
Private Capital Advisors, Inc. History Closed out 0 0 — 0.14% — -19,662 -100.0% Q3 2025 Nov 12, 2025
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.16% — -18,026 -100.0% Q3 2025 Nov 12, 2025
Triton Wealth Management, PLLC History Closed out 0 0 — 0.43% — -17,998 -100.0% Q3 2025 Nov 13, 2025
Manchester Capital Management LLC History Closed out 0 0 — 0.16% — -17,762 -100.0% Q3 2025 Nov 14, 2025
HARVEY CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.23% — -16,313 -100.0% Q3 2025 Oct 31, 2025
Syntegra Private Wealth Group, LLC History Closed out 0 0 — 0.1% — -16,186 -100.0% Q3 2025 Oct 16, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -15,913 -100.0% Q3 2025 Nov 12, 2025
FIFTH LANE CAPITAL, LP History Closed out 0 0 — 0.98% — -15,000 -100.0% Q3 2025 Nov 12, 2025
Guardian Partners Inc. History Closed out 0 0 — 0.08% — -14,457 -100.0% Q3 2025 Nov 13, 2025
WealthTrust Asset Management, LLC History Closed out 0 0 — 0.64% — -14,253 -100.0% Q3 2025 Nov 12, 2025
Oak Grove Capital LLC History Closed out 0 0 — 0.13% — -14,250 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -14,099 -100.0% Q3 2025 Oct 14, 2025
J HAGAN CAPITAL, INC. History Closed out 0 0 — 0.55% — -14,044 -100.0% Q3 2025 Nov 13, 2025
Yukon Wealth Management, Inc. History Closed out 0 0 — 0.3% — -13,945 -100.0% Q3 2025 Nov 14, 2025
Strategies Wealth Advisors, LLC History Closed out 0 0 — 0.09% — -13,703 -100.0% Q3 2025 Nov 12, 2025
ENTREWEALTH, LLC History Closed out 0 0 — 0.45% — -13,500 -100.0% Q3 2025 Nov 12, 2025
Kingsman Wealth Management, Inc. History Closed out 0 0 — 0.47% — -13,069 -100.0% Q3 2025 Oct 20, 2025
JACKSON SQUARE CAPITAL, LLC History Closed out 0 0 — 0.0% — -12,500 -100.0% Q3 2025 Oct 09, 2025
INVESTMENT HOUSE LLC History Closed out 0 0 — 0.04% — -12,309 -100.0% Q3 2025 Oct 31, 2025
PARTNERS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.77% — -11,956 -100.0% Q3 2025 Oct 29, 2025
London & Capital Asset Management Ltd History Closed out 0 0 — 0.05% — -11,807 -100.0% Q3 2025 Nov 12, 2025
HIGHLAND CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -9,600 -100.0% Q3 2025 Oct 16, 2025
QVR LLC History Closed out 0 0 — 0.07% — -8,838 -100.0% Q3 2025 Oct 27, 2025
FOREFRONT WEALTH MANAGEMENT INC. History Closed out 0 0 — 0.4% — -8,480 -100.0% Q3 2025 Oct 28, 2025
Constant Guidance Financial LLC History Closed out 0 0 — 0.43% — -8,369 -100.0% Q3 2025 Nov 10, 2025
Central Asset Investments & Management Holdings (HK) Ltd History Closed out 0 0 — 0.31% — -8,000 -100.0% Q3 2025 Nov 17, 2025
LifeGoal Investments, LLC History Closed out 0 0 — 0.43% — -7,980 -100.0% Q3 2025 Nov 24, 2025
Legacy Capital Wealth Partners, LLC History Closed out 0 0 — 0.11% — -7,910 -100.0% Q3 2025 Nov 13, 2025
Bluesphere Advisors LLC History Closed out 0 0 — 0.22% — -7,473 -100.0% Q3 2025 Nov 03, 2025
CHILTON INVESTMENT CO INC. History Closed out 0 0 — 0.01% — -6,972 -100.0% Q3 2025 Nov 14, 2025
FF Advisors,LLC History Closed out 0 0 — 0.21% — -6,762 -100.0% Q3 2025 Nov 13, 2025
Watchman Group, Inc. History Closed out 0 0 — 0.1% — -6,487 -100.0% Q3 2025 Nov 13, 2025
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.06% — -6,407 -100.0% Q3 2025 Oct 31, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.04% — -6,338 -100.0% Q3 2025 Oct 15, 2025
Regal Investment Advisors LLC History Closed out 0 0 — 0.03% — -6,290 -100.0% Q3 2025 Nov 13, 2025
Narus Financial Partners, LLC History Closed out 0 0 — 0.11% — -6,210 -100.0% Q3 2025 Feb 09, 2026
Bridgewater Advisors Inc. History Closed out 0 0 — 0.02% — -6,133 -100.0% Q3 2025 Nov 10, 2025
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.13% — -6,000 -100.0% Q3 2025 Nov 04, 2025
Golden State Equity Partners History Closed out 0 0 — 0.06% — -5,875 -100.0% Q3 2025 Oct 21, 2025
Cascades Capital Asset Management, LLC History Closed out 0 0 — 0.17% — -5,855 -100.0% Q3 2025 Nov 14, 2025
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -5,795 -100.0% Q3 2025 Nov 12, 2025
Citrine Capital LLC History Closed out 0 0 — 0.16% — -5,486 -100.0% Q3 2025 Oct 22, 2025
Samalin Investment Counsel, LLC History Closed out 0 0 — 0.12% — -5,447 -100.0% Q3 2025 Oct 30, 2025
Crescent Grove Advisors, LLC History Closed out 0 0 — 0.03% — -5,425 -100.0% Q3 2025 Nov 13, 2025
Paradiem, LLC History Closed out 0 0 — 0.08% — -5,367 -100.0% Q3 2025 Oct 17, 2025
MOSAIC FINANCIAL GROUP, LLC History Closed out 0 0 — 0.25% — -5,359 -100.0% Q3 2025 Nov 19, 2025
JT Stratford LLC History Closed out 0 0 — 0.05% — -5,305 -100.0% Q3 2025 Nov 12, 2025
Sentry LLC History Closed out 0 0 — 0.08% — -5,235 -100.0% Q3 2025 Oct 22, 2025
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.04% — -5,212 -100.0% Q3 2025 Oct 28, 2025
Narwhal Capital Management History Closed out 0 0 — 0.02% — -5,171 -100.0% Q3 2025 Oct 24, 2025
Perissos Private Wealth Management, LLC History Closed out 0 0 — 0.24% — -5,039 -100.0% Q3 2025 Nov 14, 2025
North Capital, Inc. History Closed out 0 0 — 0.25% — -5,038 -100.0% Q3 2025 Oct 09, 2025
ASHFORD CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.04% — -5,000 -100.0% Q3 2025 Nov 14, 2025
INSTRUMENTAL WEALTH, LLC History Closed out 0 0 — 0.21% — -4,941 -100.0% Q3 2025 Oct 31, 2025
Axecap Investments, LLC History Closed out 0 0 — 0.2% — -4,931 -100.0% Q3 2025 Oct 29, 2025
Sonoma Allocations LLC History Closed out 0 0 — 0.11% — -4,909 -100.0% Q3 2025 Oct 24, 2025
Meadowbrook Wealth Management, LLC History Closed out 0 0 — 0.33% — -4,850 -100.0% Q3 2025 Oct 09, 2025
Roundview Capital LLC History Closed out 0 0 — 0.02% — -4,828 -100.0% Q3 2025 Nov 12, 2025
Bravias Capital Group, LLC History Closed out 0 0 — 0.21% — -4,788 -100.0% Q3 2025 Oct 20, 2025
ACT Advisors, LLC. History Closed out 0 0 — 0.12% — -4,736 -100.0% Q3 2025 Oct 09, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.02% — -4,695 -100.0% Q3 2025 Nov 12, 2025
CATALYST FINANCIAL PARTNERS LLC History Closed out 0 0 — 0.04% — -4,690 -100.0% Q3 2025 Nov 12, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.05% — -4,634 -100.0% Q3 2025 Nov 13, 2025
Burns Matteson Capital Management, LLC History Closed out 0 0 — 0.12% — -4,578 -100.0% Q3 2025 Oct 16, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.02% — -4,568 -100.0% Q3 2025 Nov 05, 2025
Disciplined Investors, L.L.C. History Closed out 0 0 — 0.21% — -4,564 -100.0% Q3 2025 Nov 14, 2025
TILIA FIDUCIARY PARTNERS, INC. History Closed out 0 0 — 0.17% — -4,544 -100.0% Q3 2025 Oct 10, 2025
Apollon Financial, LLC History Closed out 0 0 — 0.05% — -4,514 -100.0% Q3 2025 Oct 17, 2025
INVESCO, LLC History Closed out 0 0 — 0.1% — -4,463 -100.0% Q3 2025 Oct 21, 2025
Atlas Legacy Advisors, LLC History Closed out 0 0 — 0.06% — -4,449 -100.0% Q3 2025 Oct 30, 2025
Essex Financial Services, Inc. History Closed out 0 0 — 0.02% — -4,403 -100.0% Q3 2025 Nov 07, 2025
L & S Advisors Inc History Closed out 0 0 — 0.03% — -4,390 -100.0% Q3 2025 Nov 07, 2025
Haven Private, LLC History Closed out 0 0 — 0.13% — -4,367 -100.0% Q3 2025 Nov 06, 2025
Wealth Management Nebraska History Closed out 0 0 — 0.03% — -4,233 -100.0% Q3 2025 Nov 03, 2025
BSW Wealth Partners History Closed out 0 0 — 0.03% — -4,191 -100.0% Q3 2025 Oct 15, 2025
Duncan Williams Asset Management, LLC History Closed out 0 0 — 0.08% — -4,148 -100.0% Q3 2025 Nov 12, 2025
ASPIRIANT, LLC History Closed out 0 0 — 0.01% — -4,120 -100.0% Q3 2025 Oct 24, 2025
MPS Loria Financial Planners, LLC History Closed out 0 0 — 0.07% — -4,112 -100.0% Q3 2025 Oct 17, 2025
Cottage Street Advisors LLC History Closed out 0 0 — 0.11% — -4,000 -100.0% Q3 2025 Nov 13, 2025
Keel Point, LLC History Closed out 0 0 — 0.02% — -3,976 -100.0% Q3 2025 Dec 16, 2025
Obermeyer Wealth Partners History Closed out 0 0 — 0.01% — -3,958 -100.0% Q3 2025 Oct 27, 2025
AFT, FORSYTH & COMPANY, INC. History Closed out 0 0 — 0.12% — -3,945 -100.0% Q3 2025 Nov 07, 2025
Abundance Wealth Counselors History Closed out 0 0 — 0.04% — -3,932 -100.0% Q3 2025 Oct 22, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.05% — -3,915 -100.0% Q3 2025 Nov 07, 2025
SFE Investment Counsel History Closed out 0 0 — 0.04% — -3,913 -100.0% Q3 2025 Nov 14, 2025
STEVENS CAPITAL PARTNERS History Closed out 0 0 — 0.08% — -3,904 -100.0% Q3 2025 Oct 22, 2025
Darden Wealth Group Inc History Closed out 0 0 — 0.13% — -3,882 -100.0% Q3 2025 Nov 10, 2025
Centric Wealth Management History Closed out 0 0 — 0.05% — -3,875 -100.0% Q3 2025 Nov 04, 2025
Well Done, LLC History Closed out 0 0 — 0.04% — -3,864 -100.0% Q3 2025 Oct 28, 2025
Fox Hill Wealth Management History Closed out 0 0 — 0.12% — -3,838 -100.0% Q3 2025 Nov 12, 2025
Fortitude Advisory Group L.L.C. History Closed out 0 0 — 0.13% — -3,807 -100.0% Q3 2025 Nov 05, 2025
Westover Capital Advisors, LLC History Closed out 0 0 — 0.05% — -3,804 -100.0% Q3 2025 Nov 06, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -3,800 -100.0% Q3 2025 Nov 06, 2025
Gilbert Capital Group, Inc. History Closed out 0 0 — 0.19% — -3,772 -100.0% Q3 2025 Dec 02, 2025
Tyche Wealth Partners LLC History Closed out 0 0 — 0.04% — -3,771 -100.0% Q3 2025 Nov 04, 2025
DIXON FNANCIAL SERVICES, INC. History Closed out 0 0 — 0.11% — -3,704 -100.0% Q3 2025 Oct 08, 2025
Fi3 FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.08% — -3,682 -100.0% Q3 2025 Nov 12, 2025
FINANCIAL MANAGEMENT NETWORK INC History Closed out 0 0 — 0.04% — -3,661 -100.0% Q3 2025 Oct 29, 2025
One Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -3,650 -100.0% Q3 2025 Nov 03, 2025
Brendel Financial Advisors LLC History Closed out 0 0 — 0.12% — -3,646 -100.0% Q3 2025 Oct 20, 2025
VeraBank, N.A. History Closed out 0 0 — 0.04% — -3,630 -100.0% Q3 2025 Nov 07, 2025
Rede Wealth, LLC History Closed out 0 0 — 0.18% — -3,628 -100.0% Q3 2025 Oct 29, 2025
Eagle Bay Advisors LLC History Closed out 0 0 — 0.18% — -3,628 -100.0% Q3 2025 Oct 17, 2025
Annandale Capital, LLC History Closed out 0 0 — 0.04% — -3,600 -100.0% Q3 2025 Nov 13, 2025
Aspire Capital Advisors LLC History Closed out 0 0 — 0.06% — -3,572 -100.0% Q3 2025 Nov 06, 2025
STOCK YARDS BANK & TRUST CO History Closed out 0 0 — 0.01% — -3,570 -100.0% Q3 2025 Oct 30, 2025
Powers Advisory Group, LLC History Closed out 0 0 — 0.09% — -3,564 -100.0% Q3 2025 Oct 22, 2025
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.02% — -3,549 -100.0% Q3 2025 Oct 20, 2025
TERRIL BROTHERS, INC. History Closed out 0 0 — 0.07% — -3,540 -100.0% Q3 2025 Nov 14, 2025
MINDSET WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.06% — -3,515 -100.0% Q3 2025 Nov 14, 2025
Refined Wealth Management History Closed out 0 0 — 0.15% — -3,510 -100.0% Q3 2025 Oct 21, 2025
HARTLINE INVESTMENT CORP/ History Closed out 0 0 — 0.02% — -3,500 -100.0% Q3 2025 Oct 29, 2025
Private Capital Management, LLC History Closed out 0 0 — 0.02% — -3,500 -100.0% Q3 2025 Nov 14, 2025
Bramshill Investments, LLC History Closed out 0 0 — 0.02% — -3,500 -100.0% Q3 2025 Nov 14, 2025
Adaptive Financial Consulting, LLC History Closed out 0 0 — 0.09% — -3,484 -100.0% Q3 2025 Oct 30, 2025
Coastwise Capital Group, LLC History Closed out 0 0 — 0.16% — -3,460 -100.0% Q3 2025 Oct 17, 2025
DKM Wealth Management, Inc. History Closed out 0 0 — 0.18% — -3,459 -100.0% Q3 2025 Oct 10, 2025
WELCH & FORBES LLC History Closed out 0 0 — 0.0% — -3,455 -100.0% Q3 2025 Nov 04, 2025
Pacific Sage Partners, LLC History Closed out 0 0 — 0.04% — -3,411 -100.0% Q3 2025 Nov 06, 2025
AIRE ADVISORS, LLC History Closed out 0 0 — 0.04% — -3,400 -100.0% Q3 2025 Nov 10, 2025
ShoreHaven Wealth Partners, LLC History Closed out 0 0 — 0.08% — -3,386 -100.0% Q3 2025 Oct 23, 2025
BAM Wealth Management, LLC History Closed out 0 0 — 0.17% — -3,386 -100.0% Q3 2025 Oct 31, 2025
Bill Few Associates, Inc. History Closed out 0 0 — 0.06% — -3,375 -100.0% Q3 2025 Oct 16, 2025
Old North State Wealth Management, LLC History Closed out 0 0 — 0.1% — -3,360 -100.0% Q3 2025 Oct 17, 2025
Mann Financial Group, Inc. History Closed out 0 0 — 0.21% — -3,340 -100.0% Q3 2025 Nov 12, 2025
FIDELIS CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.02% — -3,308 -100.0% Q3 2025 Nov 03, 2025
Lakewood Asset Management LLC History Closed out 0 0 — 0.13% — -3,305 -100.0% Q3 2025 Oct 24, 2025
Seascape Capital Management History Closed out 0 0 — 0.06% — -3,300 -100.0% Q3 2025 Oct 20, 2025
Atala Financial Inc History Closed out 0 0 — 0.13% — -3,286 -100.0% Q3 2025 Nov 04, 2025
Willis Johnson & Associates, Inc. History Closed out 0 0 — 0.01% — -3,268 -100.0% Q3 2025 Nov 06, 2025
Verum Partners LLC History Closed out 0 0 — 0.05% — -3,262 -100.0% Q3 2025 Nov 12, 2025
Element Wealth, LLC History Closed out 0 0 — 0.09% — -3,250 -100.0% Q3 2025 Oct 29, 2025
Kestra Investment Management, LLC History Closed out 0 0 — 0.01% — -3,228 -100.0% Q3 2025 Nov 17, 2025
Herold Advisors, Inc. History Closed out 0 0 — 0.05% — -3,227 -100.0% Q3 2025 Nov 13, 2025
Chris Bulman Inc History Closed out 0 0 — 0.1% — -3,211 -100.0% Q3 2025 Oct 20, 2025
JGP Global Gestao de Recursos Ltda. History Closed out 0 0 — 0.12% — -3,168 -100.0% Q3 2025 Oct 24, 2025
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.07% — -3,167 -100.0% Q3 2025 Oct 30, 2025
Signature Wealth Management Partners, LLC History Closed out 0 0 — 0.11% — -3,147 -100.0% Q3 2025 Oct 23, 2025
TCP Asset Management, LLC History Closed out 0 0 — 0.04% — -3,147 -100.0% Q3 2025 Oct 07, 2025
Hollow Brook Wealth Management LLC History Closed out 0 0 — 0.05% — -3,138 -100.0% Q3 2025 Nov 14, 2025
DEARBORN PARTNERS LLC History Closed out 0 0 — 0.01% — -3,133 -100.0% Q3 2025 Nov 10, 2025
ONE WEALTH CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -3,124 -100.0% Q3 2025 Nov 12, 2025
Journey Advisory Group, LLC History Closed out 0 0 — 0.01% — -3,111 -100.0% Q3 2025 Nov 10, 2025
McKinley Carter Wealth Services, Inc. History Closed out 0 0 — 0.01% — -3,109 -100.0% Q3 2025 Nov 04, 2025
BANK HAPOALIM BM History Closed out 0 0 — 0.02% — -3,106 -100.0% Q3 2025 Oct 29, 2025
Cornerstone Capital, Inc. History Closed out 0 0 — 0.02% — -3,105 -100.0% Q3 2025 Nov 10, 2025
RETIREMENT FINANCIAL SOLUTIONS, LLC History Closed out 0 0 — 0.06% — -3,100 -100.0% Q3 2025 Mar 10, 2026
Integrity Investment Advisors, LLC History Closed out 0 0 — 0.13% — -3,080 -100.0% Q3 2025 Nov 13, 2025
Kraft, Davis & Associates, LLC History Closed out 0 0 — 0.05% — -2,955 -100.0% Q3 2025 Nov 05, 2025
Reyes Financial Architecture, Inc. History Closed out 0 0 — 0.11% — -2,604 -100.0% Q3 2025 Nov 12, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.04% — -2,315 -100.0% Q3 2025 Nov 14, 2025
Barnes Dennig Private Wealth Management LLC History Closed out 0 0 — 0.16% — -2,235 -100.0% Q3 2025 Oct 23, 2025
Seneschal Advisors, LLC History Closed out 0 0 — 0.09% — -1,955 -100.0% Q3 2025 Nov 14, 2025
S.A. Mason LLC History Closed out 0 0 — 0.05% — -1,800 -100.0% Q3 2025 Oct 14, 2025
Jupiter Wealth Management LLC History Closed out 0 0 — 0.05% — -1,760 -100.0% Q3 2025 Nov 14, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.02% — -1,550 -100.0% Q3 2025 Dec 05, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.02% — -1,019 -100.0% Q3 2025 Nov 13, 2025
TOTH FINANCIAL ADVISORY CORP History Reduced 2 0 — 0.01% — -1,002 -99.8% Q4 2025 Jan 20, 2026
Berbice Capital Management LLC History Closed out 0 0 — 0.04% — -900 -100.0% Q3 2025 Nov 12, 2025
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 — 0.0% — -885 -100.0% Q3 2025 Nov 04, 2025
FARMERS & MERCHANTS INVESTMENTS INC History Closed out 0 0 — 0.0% — -690 -100.0% Q3 2025 Oct 17, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.02% — -655 -100.0% Q3 2025 Nov 03, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -605 -100.0% Q3 2025 Oct 21, 2025
Financial Life Planners History Closed out 0 0 — 0.02% — -480 -100.0% Q3 2025 Nov 13, 2025
CHAPMAN FINANCIAL GROUP, LLC History Closed out 0 0 — 0.02% — -382 -100.0% Q3 2025 Nov 12, 2025
Westend Capital Management, LLC History Closed out 0 0 — 0.01% — -381 -100.0% Q3 2025 Oct 17, 2025
Kentucky Trust Co History Closed out 0 0 — 0.01% — -305 -100.0% Q3 2025 Oct 14, 2025
Shengqi Capital (Hong Kong) Ltd History Closed out 0 0 — 59.02% — -300 -100.0% Q3 2025 Nov 14, 2025
Uniplan Investment Counsel, Inc. History Closed out 0 0 — 0.0% — -247 -100.0% Q3 2025 Nov 14, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.01% — -229 -100.0% Q3 2025 Oct 07, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -204 -100.0% Q3 2025 Jan 12, 2026
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2025 Nov 17, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -117 -100.0% Q3 2025 Oct 22, 2025
CKW FINANCIAL GROUP History Closed out 0 0 — 0.0% — -110 -100.0% Q3 2025 Nov 13, 2025
Cedar Wealth Management, LLC History Closed out 0 0 — 0.0% — -105 -100.0% Q3 2025 Nov 12, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 14, 2025
RAELIPSKIE PARTNERSHIP History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 04, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -96 -100.0% Q3 2025 Nov 05, 2025
Aviso Financial Inc. History Closed out 0 0 — 0.0% — -59 -100.0% Q3 2025 Nov 12, 2025
Northwest Capital Management Inc History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2025 Oct 20, 2025
Atlantic Edge Private Wealth Management, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 24, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Nov 14, 2025
CITIGROUP INC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Nov 10, 2025
High Point Wealth Management, LLC History New 17 0 — — — +17 New Q4 2025 Jan 29, 2026
Strive Financial Group ,LLC History New 16 0 — — — +16 New Q4 2025 Feb 18, 2026
Financially Speaking Inc History New 11 0 — — — +11 New Q4 2025 Feb 10, 2026
Main Street Group, LTD History Closed out 0 0 — — — -10 -100.0% Q3 2025 Nov 07, 2025
Noble Wealth Management PBC History New 5 0 — — — +5 New Q4 2025 Jan 05, 2026
Planning Project LLC History New 4 0 — — — +4 New Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History No change 15 0 — — — 0 0.0% Q4 2025 Jan 27, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
CHELSEA COUNSEL CO History No change 15 0 — — — 0 0.0% Q4 2025 Feb 24, 2026
Costello Asset Management, INC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
Robbins Farley History No change 9 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History No change 11 0 — — — 0 0.0% Q4 2025 Jan 12, 2026