iSHARES TRUST - ITA

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Reduced 4,715,975 1,012,472 0.3% 0.29% 1 -64,223 -1.34% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 3,152,397 676,788 0.18% 0.17% 2 +325,026 11.5% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 2,993,497 642,674 0.04% 0.04% 3 +171,385 6.07% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,893,172 621,135 0.05% 0.04% 4 +134,695 4.88% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,270,586 272,782 0.05% 0.04% 5 +148,199 13.2% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 772,378 165,829 0.04% 0.04% 6 -105,587 -12.03% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 725,316 155,683 0.05% 0.04% 7 +121,872 20.2% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 725,035 155,657 0.38% 0.36% 8 +74,883 11.52% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 683,215 146,679 0.01% 0.01% 9 +187,900 37.94% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 644,118 138,285 0.02% 0.02% 10 -83,959 -11.53% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 633,619 136,031 0.15% 0.15% 11 +31,800 5.28% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 499,801 107,302 0.02% — 12 +499,801 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 492,214 105,673 0.9% 0.79% 13 +8,913 1.84% Q4 2025 Jan 05, 2026
BlackRock, Inc. History Added to 461,396 99,057 0.0% 0.0% 14 +5,070 1.11% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 453,853 97,438 0.26% 0.28% 15 +16,385 3.75% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 431,348 92,606 0.06% 0.03% 16 +236,672 121.57% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 426,033 91,464 0.12% 0.11% 17 +36,377 9.34% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Added to 421,258 90,492 0.13% 0.1% 18 +56,881 15.61% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 419,163 89,989 0.32% 0.31% 19 +16,858 4.19% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 366,711 78,729 0.01% 0.01% 20 -105,032 -22.26% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 323,750 69,518 0.06% 0.06% 21 +5,174 1.62% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 283,487 60,862 0.14% 0.13% 22 +15,591 5.82% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 262,706 56,400 0.03% 0.1% 23 -649,796 -71.21% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 232,863 49,993 0.07% 0.06% 24 +3,848 1.68% Q4 2025 Feb 02, 2026
Dynasty Wealth Management, LLC History New 222,279 47,721 0.47% — 25 +222,279 New Q4 2025 Feb 10, 2026
Quadrature Capital Ltd History Added to 219,883 47,206 0.48% 0.27% 26 +111,046 102.03% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 197,194 42,335 0.01% 0.01% 27 -102,285 -34.15% Q4 2025 Mar 25, 2026
Point72 Asset Management, L.P. History New 191,300 41,070 0.05% — 28 +191,300 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 189,484 40,680 0.07% 0.08% 29 +6,086 3.32% Q4 2025 Mar 16, 2026
Bank of New York Mellon Corp History Added to 180,402 38,730 0.01% 0.01% 30 +12,521 7.46% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 175,822 37,747 0.49% 0.51% 31 +8,904 5.33% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Reduced 174,700 37,506 0.04% 0.05% 32 -21,257 -10.85% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 174,345 37,430 0.02% 0.02% 33 -20,909 -10.71% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 173,867 37,327 0.01% 0.01% 34 -52,305 -23.13% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 168,136 36,097 0.1% 0.09% 35 +17,727 11.79% Q4 2025 Feb 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 152,196 35,037 0.05% 0.05% 36 +8,512 5.92% Q4 2025 Jan 08, 2026
JB Capital LLC History Added to 160,217 34,396 1.4% 1.43% 37 +2,027 1.28% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History Reduced 151,110 32,441 0.12% 0.15% 38 -3,454 -2.23% Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 143,372 30,780 0.69% 0.0% 39 +143,122 57248.8% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 137,433 29,505 0.01% 0.01% 40 +12,480 9.99% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 130,775 28,076 0.02% 0.01% 41 +32,425 32.97% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 130,679 28,055 0.0% 0.0% 42 +18,179 16.16% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 113,629 24,395 0.55% 0.62% 43 -552 -0.48% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 113,293 24,322 0.4% — 44 +113,293 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 105,433 22,635 0.14% 0.15% 45 +4,703 4.67% Q4 2025 Feb 17, 2026
MinichMacGregor Wealth Management, LLC History Reduced 104,845 22,509 4.08% 4.29% 46 -365 -0.35% Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 104,562 22,449 1.41% 1.38% 47 -1,649 -1.55% Q4 2025 Feb 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 101,887 21,874 0.4% — 48 +101,887 New Q4 2025 Jan 07, 2026
Baird Financial Group, Inc. History Added to 99,958 21,459 0.03% 0.03% 49 +7,482 8.09% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 96,826 20,787 0.14% 0.11% 50 +25,291 35.35% Q4 2025 Feb 17, 2026
Cadent Capital Advisors, LLC History Reduced 96,288 20,672 5.3% 5.52% 51 -3,726 -3.73% Q4 2025 Jan 13, 2026
Diversify Advisory Services, LLC History Added to 84,444 20,584 0.65% 0.6% 52 +1,183 1.42% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 94,239 20,232 0.29% 0.29% 53 -508 -0.54% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 92,756 19,913 0.23% 0.22% 54 +2,352 2.6% Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 90,224 19,471 0.03% 0.03% 55 +14,589 19.29% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 90,665 19,465 0.11% 0.09% 56 +16,022 21.46% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 85,769 18,413 0.02% 0.01% 57 +34,851 68.45% Q4 2025 Feb 13, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 1,569,380 18,408 4.43% 0.04% 58 +1,568,590 198555.7% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Added to 82,763 17,747 0.11% 0.09% 59 +14,007 20.37% Q4 2025 Jan 27, 2026
Chicago Wealth Management, Inc. History Added to 75,244 16,154 6.49% 6.84% 60 +245 0.33% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 74,297 15,950 0.18% 0.15% 61 +14,079 23.38% Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History Added to 70,044 15,037 0.06% 0.06% 62 +6,740 10.65% Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 68,102 14,620 0.23% 0.25% 63 -6,153 -8.29% Q4 2025 Jan 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 67,630 14,519 0.02% 0.02% 64 +2,163 3.3% Q4 2025 Feb 18, 2026
Prospera Financial Services Inc History Added to 67,128 14,415 0.24% 0.23% 65 +2,044 3.14% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 62,912 13,506 0.07% 0.02% 66 +40,928 186.17% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Added to 57,603 12,366 0.06% 0.06% 67 +3,185 5.85% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 57,490 12,342 0.73% 0.73% 68 +5,862 11.35% Q4 2025 Feb 10, 2026
Icon Wealth Advisors, LLC History Added to 54,574 11,716 0.78% 0.74% 69 +2,301 4.4% Q4 2025 Feb 13, 2026
WealthCare Investment Partners, LLC History Added to 51,998 11,544 3.36% 3.45% 70 +1,216 2.39% Q4 2025 Jan 06, 2026
US BANCORP \DE\ History Added to 52,564 11,284 0.01% 0.01% 71 +2,446 4.88% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 51,654 11,089 0.09% 0.09% 72 +7,256 16.34% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 50,103 10,756 0.08% 0.07% 73 +4,765 10.51% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 44,806 9,619 0.11% 0.13% 74 +9,146 25.65% Q4 2025 Jan 29, 2026
Arkadios Wealth Advisors History Added to 39,664 8,515 0.17% 0.18% 75 +3,809 10.62% Q4 2025 Feb 13, 2026
Well Done, LLC History Added to 39,012 8,375 1.25% 1.25% 76 +3,847 10.94% Q4 2025 Jan 13, 2026
PRUDENTIAL PLC History Reduced 37,800 8,115 0.06% 0.12% 77 -38,500 -50.46% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Added to 37,761 8,106 0.28% 0.07% 78 +28,767 319.85% Q4 2025 Feb 13, 2026
MRA Advisory Group History Added to 37,633 8,079 3.39% 3.23% 79 +2,294 6.49% Q4 2025 Jan 16, 2026
Creative Planning History Added to 37,602 8,072 0.01% 0.01% 80 +1,060 2.9% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 37,122 7,969 0.03% 0.03% 81 +4,800 14.85% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 36,961 7,935 0.11% 0.09% 82 +445 1.22% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Added to 36,445 7,824 0.09% 0.05% 83 +7,449 25.69% Q4 2025 Feb 13, 2026
Ignite Planners, LLC History Added to 33,373 7,755 1.19% 0.96% 84 +5,492 19.7% Q4 2025 Feb 06, 2026
FOCUS Wealth Advisors, LLC History Reduced 35,511 7,623 3.55% 3.61% 85 -402 -1.12% Q4 2025 Jan 09, 2026
WCG Wealth Advisors LLC History Added to 33,350 7,160 0.2% 0.29% 86 +11,157 50.27% Q4 2025 Feb 10, 2026
ARRIEN INVESTMENTS, INC. History Reduced 33,166 7,120 4.02% 5.3% 87 -10,108 -23.36% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History Reduced 33,050 7,095 0.23% 0.23% 88 -484 -1.44% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 32,312 6,936 0.11% 0.07% 89 +10,982 51.49% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History Added to 31,914 6,851 0.25% 0.04% 90 +27,881 691.32% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History Added to 31,861 6,840 0.01% 0.0% 91 +24,885 356.72% Q4 2025 Mar 09, 2026
NorthRock Partners, LLC History Added to 31,580 6,780 0.11% 0.06% 92 +15,551 97.02% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 30,827 6,618 0.03% 0.03% 93 -4,270 -12.17% Q4 2025 Feb 12, 2026
Yarbrough Capital, LLC History No change 30,393 6,525 0.2% 0.2% 94 0 0.0% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 30,060 6,453 0.11% 0.08% 95 +8,559 39.81% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 29,935 6,426 0.3% 0.12% 96 +18,737 167.32% Q4 2025 Feb 05, 2026
5th Street Advisors, LLC History Reduced 29,048 6,236 2.91% 3.07% 97 -585 -1.97% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Added to 29,000 6,226 0.01% 0.0% 98 +20,300 233.33% Q4 2025 Feb 13, 2026
EFG International AG History New 29,021 6,217 0.12% — 99 +29,021 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 28,883 6,200 0.11% 0.08% 100 +12,025 71.33% Q4 2025 Feb 06, 2026
WEALTH ALLIANCE, LLC History Added to 28,362 6,088 0.6% 0.6% 101 +445 1.59% Q4 2025 Feb 13, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 28,303 6,076 3.74% 3.74% 102 0 0.0% Q4 2025 Jan 21, 2026
Stone House Investment Management, LLC History Added to 28,174 6,048 0.94% 0.89% 103 +2,950 11.7% Q4 2025 Jan 21, 2026
Sharkey, Howes & Javer History Added to 28,049 6,021 0.77% 0.64% 104 +4,191 17.57% Q4 2025 Jan 13, 2026
Focus Partners Wealth History Added to 27,681 5,943 0.01% 0.01% 105 +2,967 12.01% Q4 2025 Feb 13, 2026
Excelsior Advisor Network LLC History New 27,222 5,844 2.84% — 106 +27,222 New Q4 2025 Feb 13, 2026
BCS Private Wealth Management, Inc. History Reduced 26,826 5,759 1.97% 2.01% 107 -39 -0.15% Q4 2025 Jan 26, 2026
Bluesphere Advisors LLC History Reduced 26,441 5,676 2.51% 2.55% 108 -153 -0.58% Q4 2025 Jan 21, 2026
Principle Wealth Partners LLC History Reduced 26,267 5,639 0.32% 0.32% 109 -70 -0.27% Q4 2025 Feb 06, 2026
Accel Wealth Management History Added to 26,250 5,635 1.54% 1.43% 110 +2,755 11.73% Q4 2025 Jan 20, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 26,036 5,589 4.12% 4.05% 111 -483 -1.82% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Reduced 25,453 5,464 0.13% 0.14% 112 -442 -1.71% Q4 2025 Jan 28, 2026
BLAIR WILLIAM & CO/IL History Reduced 25,449 5,463 0.01% 0.01% 113 -277 -1.08% Q4 2025 Feb 17, 2026
SWMG, LLC History Added to 23,118 5,407 1.5% 1.43% 114 +1,162 5.29% Q4 2025 Feb 10, 2026
Lineweaver Wealth Advisors, LLC History Added to 25,129 5,394 0.73% 0.76% 115 +466 1.89% Q4 2025 Jan 14, 2026
PAX Financial Group, LLC History Added to 24,643 5,290 0.91% 0.77% 116 +4,186 20.46% Q4 2025 Feb 05, 2026
High Falls Advisors, Inc History Added to 24,514 5,262 1.07% 0.9% 117 +3,534 16.84% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Reduced 24,343 5,226 0.11% 0.12% 118 -28 -0.11% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 24,038 5,160 0.08% 0.05% 119 +13,334 124.57% Q4 2025 Mar 12, 2026
&PARTNERS History Added to 23,912 5,140 0.03% 0.03% 120 +3,105 14.92% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 23,887 5,128 0.34% 0.34% 121 -40 -0.17% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 23,602 5,067 0.01% 0.01% 122 +2,285 10.72% Q4 2025 Feb 11, 2026
BANQUE PICTET & CIE SA History No change 23,535 5,041 0.03% 0.03% 123 0 0.0% Q4 2025 Jan 16, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Added to 23,389 5,021 3.58% 3.52% 124 +323 1.4% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Reduced 23,322 5,007 0.07% 0.08% 125 -2,922 -11.13% Q4 2025 Feb 13, 2026
FMR LLC History Added to 23,251 4,991 0.0% 0.0% 126 +1,982 9.32% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Added to 21,324 4,955 0.57% 0.55% 127 +161 0.76% Q4 2025 Feb 03, 2026
BigSur Wealth Management LLC History Added to 22,957 4,928 1.2% 1.18% 128 +14 0.06% Q4 2025 Jan 27, 2026
VICUS CAPITAL History Added to 22,951 4,927 0.37% 0.34% 129 +1,808 8.55% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History Added to 22,738 4,881 0.13% 0.13% 130 +292 1.3% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 22,600 4,851 0.23% 0.17% 131 +5,818 34.67% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 23,061 4,835 0.01% 0.01% 132 +206 0.9% Q4 2025 Feb 10, 2026
Prime Capital Investment Advisors, LLC History Added to 22,070 4,738 0.06% 0.06% 133 +847 3.99% Q4 2025 Jan 21, 2026
Capstone Wealth Management Group LLC History Reduced 21,994 4,721 2.86% 2.95% 134 -100 -0.45% Q4 2025 Jan 09, 2026
VestGen Advisors, LLC History Reduced 21,523 4,620 0.2% 0.21% 135 -9,040 -29.58% Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 21,324 4,578 2.02% 0.03% 136 +21,024 7008.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 21,040 4,517 0.05% 0.04% 137 +3,344 18.9% Q4 2025 Jan 15, 2026
Steele Capital Management, Inc. History Added to 20,977 4,503 0.19% 0.15% 138 +4,500 27.31% Q4 2025 Jan 27, 2026
Csenge Advisory Group History Added to 20,894 4,485 0.2% 0.2% 139 +1,060 5.34% Q4 2025 Feb 06, 2026
Apollon Financial, LLC History Added to 20,728 4,450 0.65% 0.68% 140 +1,273 6.54% Q4 2025 Jan 22, 2026
Sigma Planning Corp History Reduced 18,263 4,383 0.12% 0.11% 141 -259 -1.4% Q4 2025 Jan 30, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 20,047 4,303 0.23% 0.27% 142 -3,780 -15.86% Q4 2025 Jan 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 37,037 4,298 0.1% 0.19% 143 -10,967 -22.85% Q4 2025 Feb 11, 2026
Rothschild Wealth LLC History Added to 19,892 4,270 0.41% 0.07% 144 +18,334 1176.77% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Added to 19,637 4,215 0.25% 0.2% 145 +3,168 19.24% Q4 2025 Feb 03, 2026
Phoenix Financial Ltd. History Reduced 19,593 4,206 0.05% 0.05% 146 -28 -0.14% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 19,330 4,149 0.04% 0.05% 147 +2,960 18.08% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Added to 21,291 4,145 0.31% 0.27% 148 +1,386 6.96% Q4 2025 Feb 17, 2026
Legacy Financial Group LLC History Added to 18,098 4,126 0.51% 0.47% 149 +915 5.33% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 18,733 4,021 0.05% 0.05% 150 +50 0.27% Q4 2025 Jan 29, 2026
FINANCIAL LIFE ADVISORS History Added to 18,568 3,986 1.23% 0.3% 151 +14,122 317.63% Q4 2025 Jan 30, 2026
HERBST GROUP, LLC History Added to 18,561 3,984 2.34% 2.26% 152 +1,150 6.61% Q4 2025 Jan 16, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 18,404 3,946 0.0% 0.0% 153 +67 0.37% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 841 3,915 0.07% 0.12% 154 -3,174 -79.05% Q4 2025 Feb 13, 2026
Ocean Park Asset Management, LLC History Reduced 18,130 3,892 0.18% 0.78% 155 -72,714 -80.04% Q4 2025 Jan 15, 2026
PHILADELPHIA TRUST CO History Reduced 17,968 3,858 0.27% 0.27% 156 -356 -1.94% Q4 2025 Feb 12, 2026
TigerOak Management, L.L.C. History Reduced 17,957 3,855 1.18% 1.22% 157 -758 -4.05% Q4 2025 Jan 21, 2026
Tudor Financial Inc. History Reduced 17,900 3,842 1.97% 2.21% 158 -1,941 -9.78% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Reduced 17,795 3,820 0.22% 0.52% 159 -24,330 -57.76% Q4 2025 Feb 04, 2026
Evolution Wealth Advisors, LLC History Reduced 17,748 3,810 0.38% 0.54% 160 -1,510 -7.84% Q4 2025 Jan 12, 2026
Waverly Advisors, LLC History Reduced 17,728 3,805 0.03% 0.04% 161 -35 -0.2% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 17,411 3,738 0.02% 0.01% 162 +8,865 103.73% Q4 2025 Jan 29, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 17,400 3,735 0.01% 0.02% 163 -24,000 -57.97% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 17,275 3,708 0.22% 0.19% 164 +3,150 22.3% Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Added to 14,905 3,595 0.31% 0.28% 165 +357 2.45% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History Reduced 16,627 3,569 0.04% 0.04% 166 -1,380 -7.66% Q4 2025 Jan 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 16,578 3,559 0.03% — 167 +16,578 New Q4 2025 Feb 12, 2026
Vontobel Holding Ltd. History Added to 16,445 3,530 0.01% 0.01% 168 +876 5.63% Q4 2025 Feb 13, 2026
Keystone Financial Services History New 16,189 3,475 1.05% — 169 +16,189 New Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 16,127 3,462 0.08% 0.02% 170 +13,403 492.03% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 16,055 3,446 0.09% 0.09% 171 -10 -0.06% Q4 2025 Feb 09, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 15,992 3,433 0.12% 0.12% 172 -206 -1.27% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 15,883 3,409 0.01% 0.01% 173 +2,090 15.15% Q4 2025 Jan 30, 2026
MFA WEALTH ADVISORS, LLC History Added to 15,265 3,277 0.69% 0.67% 174 +666 4.56% Q4 2025 Jan 14, 2026
SHARPEPOINT LLC History Reduced 15,211 3,265 1.96% 2.97% 175 -526 -3.34% Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Added to 15,206 3,264 0.36% 0.33% 176 +1,328 9.57% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Added to 15,179 3,258 0.04% 0.05% 177 +38 0.25% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 15,105 3,242 0.02% — 178 +15,105 New Q4 2025 Feb 18, 2026
ASSETMARK, INC History Added to 15,010 3,222 0.01% 0.0% 179 +11,391 314.76% Q4 2025 Jan 23, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 14,856 3,189 1.16% 1.04% 180 +3,269 28.21% Q4 2025 Feb 12, 2026
Risk Paradigm Group, LLC History New 14,845 3,187 3.07% — 182 +14,845 New Q4 2025 Feb 17, 2026
RPg Family Wealth Advisory, LLC History Added to 14,845 3,187 0.7% 0.66% 181 +537 3.75% Q4 2025 Feb 13, 2026
FSM Wealth Advisors, LLC History Added to 14,806 3,178 0.43% 0.43% 183 +174 1.19% Q4 2025 Jan 23, 2026
Invst, LLC History Reduced 14,658 3,146 0.34% 0.37% 184 -1,100 -6.98% Q4 2025 Feb 11, 2026
Trilogy Capital Inc. History Reduced 14,546 3,122 0.14% 0.14% 185 -92 -0.63% Q4 2025 Jan 22, 2026
CHILTON INVESTMENT CO INC. History No change 14,500 3,113 0.07% 0.06% 186 0 0.0% Q4 2025 Feb 17, 2026
Ayalon Insurance Comp Ltd. History No change 14,456 3,104 0.75% 0.76% 187 0 0.0% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,457 3,103 0.16% 0.14% 188 +3,953 37.63% Q4 2025 Jan 26, 2026
KM Capital Management Ltd. History Added to 14,328 3,076 1.57% 0.9% 189 +4,997 53.55% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 14,066 3,019 0.0% 0.01% 190 -19,458 -58.04% Q4 2025 Feb 13, 2026
Certified Advisory Corp History Added to 14,016 3,009 0.27% 0.27% 191 +445 3.28% Q4 2025 Jan 12, 2026
TSFG, LLC History Added to 13,794 2,961 0.44% 0.27% 192 +5,648 69.33% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Added to 13,781 2,958 0.06% 0.06% 193 +2,129 18.27% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History Reduced 13,733 2,948 0.2% 0.2% 194 -456 -3.21% Q4 2025 Feb 20, 2026
WHITTIER TRUST CO History Reduced 12,794 2,945 0.03% 0.03% 195 -140 -1.08% Q4 2025 Jan 26, 2026
CALTON & ASSOCIATES, INC. History Added to 13,656 2,931 0.43% 0.43% 196 +111 0.82% Q4 2025 Feb 10, 2026
Game Plan Financial Advisors, LLC History Reduced 13,352 2,866 1.15% 1.28% 197 -1,378 -9.36% Q4 2025 Jan 14, 2026
Jupiter Wealth Management LLC History No change 12,249 2,848 1.27% 1.21% 198 0 0.0% Q4 2025 Feb 13, 2026
Maxele Advisors, LLC History Added to 13,245 2,843 2.31% 2.28% 199 +605 4.79% Q4 2025 Feb 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 13,205 2,834 0.03% 0.03% 200 0 0.0% Q4 2025 Feb 03, 2026
St. Louis Financial Planners Asset Management, LLC History New 13,143 2,821 1.73% — 201 +13,143 New Q4 2025 Jan 07, 2026
BCGM Wealth Management, LLC History Added to 13,024 2,796 0.71% 0.69% 202 +296 2.33% Q4 2025 Jan 07, 2026
Modern Wealth Management, LLC History Added to 12,969 2,784 0.05% 0.04% 203 +4,271 49.1% Q4 2025 Feb 17, 2026
Great Diamond Partners, LLC History Reduced 12,890 2,767 0.53% 0.53% 204 -67 -0.52% Q4 2025 Feb 06, 2026
REGIONS FINANCIAL CORP History New 12,669 2,719 0.02% — 205 +12,669 New Q4 2025 Jan 27, 2026
Keebeck Wealth Management History Added to 12,626 2,710 0.31% 0.29% 206 +871 7.41% Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 11,393 2,706 0.13% — 207 +11,393 New Q4 2025 Feb 03, 2026
Indie Asset Partners, LLC History Added to 12,335 2,648 2.95% 3.41% 208 +105 0.86% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History Added to 12,274 2,635 0.01% 0.01% 209 +2,785 29.35% Q4 2025 Feb 17, 2026
UNIQUE WEALTH, LLC History Added to 12,190 2,617 0.37% 0.04% 210 +10,769 757.85% Q4 2025 Jan 06, 2026
Bay Harbor Wealth Management, LLC History Added to 12,144 2,607 0.68% 0.66% 211 +408 3.48% Q4 2025 Feb 02, 2026
Keel Point, LLC History Added to 12,088 2,595 0.16% 0.02% 212 +10,358 598.73% Q4 2025 Feb 12, 2026
ARS Investment Partners, LLC History Reduced 11,943 2,564 0.15% 0.17% 213 -358 -2.91% Q4 2025 Feb 05, 2026
BENJAMIN EDWARDS INC History Added to 11,917 2,558 0.03% 0.03% 214 +760 6.81% Q4 2025 Feb 02, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 11,768 2,526 1.63% 1.39% 215 -512 -4.17% Q4 2025 Feb 09, 2026
Apeiron RIA LLC History Reduced 10,710 2,475 0.5% 0.51% 216 -31 -0.29% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Added to 11,478 2,464 0.11% 0.11% 217 +94 0.83% Q4 2025 Feb 10, 2026
CDKV HOLDINGS LLC History New 11,459 2,460 2.06% — 218 +11,459 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 11,386 2,444 0.0% 0.0% 219 +1,540 15.64% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Added to 11,382 2,443 0.0% 0.0% 220 +282 2.54% Q4 2025 Feb 09, 2026
Spire Wealth Management History Reduced 11,376 2,442 0.08% 0.11% 221 -3,922 -25.64% Q4 2025 Jan 14, 2026
Family Legacy, Inc. History Reduced 11,340 2,434 0.73% 0.73% 222 -4 -0.04% Q4 2025 Feb 04, 2026
Winthrop Capital Management, LLC History Reduced 11,323 2,431 0.57% 0.59% 223 -308 -2.65% Q4 2025 Feb 10, 2026
Future Financial Wealth Managment LLC History Added to 10,119 2,407 1.62% 0.04% 224 +9,819 3273.0% Q4 2025 Jan 21, 2026
JBR Co Financial Management Inc History Reduced 11,182 2,400 1.0% 1.01% 225 -225 -1.97% Q4 2025 Jan 06, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 11,000 2,361 0.86% 0.29% 226 +7,108 182.63% Q4 2025 Jan 21, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 2,337 0.99% 0.93% 227 -10,821 -100.0% Q3 2025 Nov 14, 2025
CAPTRUST FINANCIAL ADVISORS History Added to 10,873 2,334 0.0% 0.0% 228 +559 5.42% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 10,731 2,303 0.08% 0.07% 229 +1,269 13.41% Q4 2025 Jan 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 10,386 2,230 0.54% 0.54% 230 -250 -2.35% Q4 2025 Jan 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,378 2,227 0.24% 0.25% 231 0 0.0% Q4 2025 Jan 20, 2026
Beacon Bridge Wealth Partners, LLC History New 10,326 2,216 0.74% — 232 +10,326 New Q4 2025 Jan 27, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 10,272 2,205 0.26% — 233 +10,272 New Q4 2025 Feb 03, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 9,376 2,201 0.64% 0.54% 234 +1,863 24.8% Q4 2025 Feb 10, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 10,229 2,196 1.45% 1.43% 235 -504 -4.7% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Reduced 10,177 2,185 0.07% 0.06% 236 -179 -1.73% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 10,117 2,171 0.16% 0.12% 237 +1,687 20.01% Q4 2025 Feb 12, 2026
Global Financial Private Client, LLC History Reduced 10,116 2,171 0.76% 0.76% 238 -103 -1.01% Q4 2025 Jan 27, 2026
LiftPoint Family Wealth Advisors LLC History New 10,038 2,155 1.84% — 239 +10,038 New Q4 2025 Feb 13, 2026
Kraft, Davis & Associates, LLC History Reduced 9,011 2,140 0.48% 0.48% 240 -334 -3.57% Q4 2025 Jan 14, 2026
Tandem Financial, LLC History Added to 14,712 2,138 2.56% 1.03% 241 +1,425 10.72% Q4 2025 Feb 10, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 9,577 2,126 2.01% 1.55% 242 -632 -6.19% Q4 2025 Jan 13, 2026
Gladstone Institutional Advisory LLC History Added to 9,890 2,123 0.08% 0.08% 243 +416 4.39% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 9,791 2,102 0.21% 0.21% 244 -47 -0.48% Q4 2025 Jan 27, 2026
Cypress Wealth Services, LLC History Added to 9,783 2,100 0.29% 0.26% 245 +2,179 28.66% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Added to 9,765 2,096 0.1% 0.09% 246 +1,090 12.56% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History New 9,732 2,089 0.24% — 247 +9,732 New Q4 2025 Feb 13, 2026
Intrepid Financial Planning Group LLC History Reduced 9,724 2,087 0.79% 0.78% 248 -4 -0.04% Q4 2025 Feb 13, 2026
Breachway Investments LLC History New 9,703 2,083 2.2% — 249 +9,703 New Q4 2025 Jan 27, 2026
Cobblestone Asset Management LLC History Reduced 9,682 2,078 0.93% 0.93% 250 -73 -0.75% Q4 2025 Jan 15, 2026
SS&H Financial Advisors, Inc. History No change 9,675 2,077 0.61% 0.62% 251 0 0.0% Q4 2025 Jan 20, 2026
B. Riley Wealth Advisors, Inc. History Added to 9,647 2,071 0.1% 0.09% 252 +7 0.07% Q4 2025 Feb 17, 2026
Darwin Wealth Management, LLC History Reduced 9,640 2,069 0.64% 0.66% 253 -295 -2.97% Q4 2025 Jan 22, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 9,587 2,058 0.59% 0.1% 254 +8,074 533.64% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Added to 9,560 2,052 0.04% 0.03% 255 +823 9.42% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 9,552 2,050 0.04% — 256 +9,552 New Q4 2025 Feb 19, 2026
SigFig Wealth Management, LLC History Added to 9,498 2,039 0.06% 0.06% 257 +187 2.01% Q4 2025 Jan 16, 2026
Qube Research & Technologies Ltd History Added to 9,485 2,036 0.0% 0.0% 258 +5,043 113.53% Q4 2025 Feb 17, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 8,834 2,015 0.77% 0.74% 259 +722 8.9% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History Reduced 9,360 2,009 0.09% 0.09% 260 -1 -0.01% Q4 2025 Feb 10, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 9,345 2,006 0.1% 0.1% 261 -549 -5.55% Q4 2025 Feb 04, 2026
PFG Advisors History Added to 9,325 2,001 0.1% 0.07% 262 +717 8.33% Q4 2025 Jan 27, 2026
Somerset Group LLC History Added to 8,808 1,994 1.5% 1.44% 263 +106 1.22% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 9,226 1,980 0.01% — 264 +9,226 New Q4 2025 Feb 05, 2026
Cardinal Point Capital Management ULC History No change 9,170 1,968 0.13% 0.13% 265 0 0.0% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History New 9,160 1,966 0.01% — 266 +9,160 New Q4 2025 Feb 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 9,148 1,963 0.73% 0.95% 267 -3,341 -26.75% Q4 2025 Jan 21, 2026
Global Assets Advisory, LLC History Reduced 9,025 1,937 0.55% 0.56% 268 -22 -0.24% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 8,944 1,920 0.09% 0.09% 269 -863 -8.8% Q4 2025 Jan 21, 2026
Centerline Wealth Advisors, LLC History New 8,907 1,912 0.69% — 270 +8,907 New Q4 2025 Jan 08, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 8,866 1,903 0.23% 0.09% 271 +5,605 171.88% Q4 2025 Jan 26, 2026
Clark Capital Management Group, Inc. History Reduced 8,796 1,888 0.01% 0.02% 272 -8,982 -50.52% Q4 2025 Feb 17, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 8,650 1,857 0.82% 0.83% 273 0 0.0% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History Added to 8,647 1,856 0.09% 0.03% 274 +7,018 430.82% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 8,627 1,852 0.1% 0.09% 275 +453 5.54% Q4 2025 Feb 05, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 8,593 1,844 0.63% 0.63% 276 -480 -5.29% Q4 2025 Jan 12, 2026
Clear Creek Financial Management, LLC History Added to 8,576 1,841 0.15% 0.1% 277 +2,959 52.68% Q4 2025 Jan 23, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 8,532 1,831 0.78% 0.78% 278 +198 2.38% Q4 2025 Feb 18, 2026
Beckerman Institutional, LLC History Added to 8,525 1,830 1.03% 1.05% 279 +4 0.05% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 8,513 1,827 0.0% 0.0% 280 +508 6.35% Q4 2025 Feb 12, 2026
Owen LaRue, LLC History Reduced 8,412 1,806 0.69% 0.74% 282 -601 -6.67% Q4 2025 Feb 05, 2026
Artemis Wealth Advisors, LLC History No change 8,414 1,806 0.26% 0.19% 281 0 0.0% Q4 2025 Feb 13, 2026
True Vision MN LLC History Added to 8,385 1,800 0.91% 0.91% 283 +29 0.35% Q4 2025 Jan 14, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 8,331 1,788 0.05% 0.05% 285 -1,274 -13.26% Q4 2025 Jan 23, 2026
Financial Management Professionals, Inc. History Reduced 8,332 1,788 0.18% 0.18% 284 -37 -0.44% Q4 2025 Jan 27, 2026
Capital Advisors, Ltd. LLC History No change 8,280 1,778 0.2% 0.2% 286 0 0.0% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Reduced 8,279 1,777 0.07% 0.07% 287 -48 -0.58% Q4 2025 Jan 21, 2026
EVOKE WEALTH, LLC History No change 8,270 1,775 0.03% 0.04% 288 0 0.0% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Reduced 8,220 1,764 0.01% 0.01% 289 -1,464 -15.12% Q4 2025 Jan 26, 2026
Polaris Investment Advisors, LLC History New 8,101 1,739 1.26% — 290 +8,101 New Q4 2025 Jan 15, 2026
BROWN ADVISORY INC History Reduced 8,087 1,736 0.0% 0.0% 291 -918 -10.19% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 8,010 1,720 0.05% 0.04% 292 +2,421 43.32% Q4 2025 Feb 12, 2026
Genesee Capital Advisors, LLC History Reduced 8,014 1,720 0.69% 0.75% 293 -262 -3.17% Q4 2025 Jan 16, 2026
Massachusetts Wealth Management History Reduced 7,992 1,715 0.8% 0.85% 294 -215 -2.62% Q4 2025 Jan 26, 2026
Teucrium Investment Advisors, LLC History New 7,971 1,711 1.88% — 295 +7,971 New Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 7,903 1,696 0.01% 0.01% 296 -15 -0.19% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 7,896 1,695 0.01% 0.01% 297 -112 -1.4% Q4 2025 Jan 12, 2026
PACIFIC SUN FINANCIAL CORP History Added to 7,886 1,693 0.82% 0.79% 298 +30 0.38% Q4 2025 Feb 05, 2026
FLC Capital Advisors History No change 7,862 1,687 0.31% 0.32% 299 0 0.0% Q4 2025 Feb 11, 2026
McGuire Investment Group, LLC History Reduced 7,847 1,684 0.18% 0.19% 300 -79 -1.0% Q4 2025 Jan 26, 2026
Cornerstone Advisory, LLC History Reduced 7,701 1,653 0.16% 0.17% 301 -500 -6.1% Q4 2025 Jan 28, 2026
Castle Rock Wealth Management, LLC History New 7,119 1,645 0.36% — 302 +7,119 New Q4 2025 Feb 05, 2026
SYKON CAPITAL LLC History Added to 7,660 1,644 0.53% 0.53% 303 +14 0.18% Q4 2025 Feb 12, 2026
Wagner Wealth Management, Corp History New 7,657 1,643 1.62% — 304 +7,657 New Q4 2025 Feb 12, 2026
Knoll Capital Management, LLC History No change 7,650 1,642 0.75% 0.86% 305 0 0.0% Q4 2025 Feb 17, 2026
BlackDiamond Wealth Management, LLC History Added to 6,969 1,636 0.8% 0.68% 306 +1,037 17.48% Q4 2025 Feb 10, 2026
Odyssey Capital Advisors, Inc. History New 7,565 1,624 1.44% — 307 +7,565 New Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 7,554 1,621 0.03% 0.03% 308 +370 5.15% Q4 2025 Feb 03, 2026
Essex Financial Services, Inc. History Added to 7,524 1,615 0.09% 0.09% 309 +84 1.13% Q4 2025 Feb 10, 2026
SBI Okasan Asset Management Co.Ltd. History New 7,430 1,612 0.09% — 310 +7,430 New Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Reduced 7,496 1,609 0.43% 0.42% 311 -46 -0.61% Q4 2025 Jan 16, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,470 1,603 0.12% 0.12% 312 0 0.0% Q4 2025 Feb 09, 2026
Gateway Wealth Partners, LLC History Added to 7,420 1,593 0.18% 0.19% 313 +840 12.77% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 7,400 1,588 0.0% — 314 +7,400 New Q4 2025 Feb 17, 2026
Keystone Financial Group History New 7,337 1,575 0.12% — 315 +7,337 New Q4 2025 Feb 06, 2026
Beacon Pointe Advisors, LLC History Added to 7,324 1,572 0.01% 0.01% 316 +196 2.75% Q4 2025 Feb 18, 2026
BURNS J W & CO INC/NY History Reduced 7,287 1,564 0.17% 0.17% 317 -10 -0.14% Q4 2025 Jan 12, 2026
Salomon & Ludwin, LLC History No change 6,870 1,555 0.14% 0.13% 318 0 0.0% Q4 2025 Jan 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 7,232 1,552 0.08% 0.08% 319 +770 11.92% Q4 2025 Jan 28, 2026
STEPHENS INC /AR/ History Added to 7,224 1,550 0.02% 0.02% 320 +200 2.85% Q4 2025 Feb 05, 2026
J. Goldman & Co LP History Reduced 7,204 1,546 0.04% 0.21% 321 -31,850 -81.55% Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 6,671 1,542 0.21% — 322 +6,671 New Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 7,131 1,531 0.01% 0.01% 323 +517 7.82% Q4 2025 Feb 13, 2026
Ridgeline Wealth Planning, LLC History New 7,042 1,511 1.08% — 324 +7,042 New Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 7,006 1,504 0.01% — 325 +7,006 New Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 6,958 1,493 0.01% 0.0% 326 +640 10.13% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Added to 6,899 1,481 0.03% 0.02% 327 +1,220 21.48% Q4 2025 Jan 14, 2026
FineMark National Bank & Trust History Added to 6,852 1,471 0.05% 0.04% 328 +1,189 21.0% Q4 2025 Feb 12, 2026
Lantz Financial LLC History Added to 6,844 1,469 0.31% 0.28% 329 +787 12.99% Q4 2025 Jan 14, 2026
NORTHERN TRUST CORP History Added to 6,835 1,467 0.0% 0.0% 330 +2,006 41.54% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 6,707 1,451 0.02% 0.02% 331 -821 -10.91% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 6,684 1,434 0.02% 0.02% 332 -625 -8.55% Q4 2025 Feb 09, 2026
Gen-Wealth Partners Inc History Added to 6,677 1,433 0.46% 0.26% 334 +3,035 83.33% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 6,677 1,433 0.44% 0.44% 333 +129 1.97% Q4 2025 Jan 26, 2026
Prepared Retirement Institute LLC History Added to 6,675 1,432 0.72% 0.57% 335 +1,475 28.37% Q4 2025 Jan 29, 2026
Joseph P. Lucia & Associates, LLC History Added to 6,653 1,428 0.52% 0.52% 336 +108 1.65% Q4 2025 Jan 28, 2026
Total Wealth Planning & Management, Inc. History New 6,597 1,416 1.05% — 337 +6,597 New Q4 2025 Feb 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 6,594 1,415 0.62% 0.65% 338 -204 -3.0% Q4 2025 Jan 29, 2026
Raab & Moskowitz Asset Management LLC History Reduced 6,576 1,411 0.31% 0.32% 339 -190 -2.81% Q4 2025 Jan 20, 2026
IHT Wealth Management, LLC History Reduced 6,540 1,403 0.03% 0.04% 340 -408 -5.87% Q4 2025 Feb 17, 2026
Strategic Investment Solutions, Inc. /IL History Added to 6,473 1,389 0.33% 0.11% 341 +4,486 225.77% Q4 2025 Feb 27, 2026
Mutual Advisors, LLC History Reduced 6,410 1,376 0.03% 0.03% 342 -658 -9.31% Q4 2025 Feb 02, 2026
SeaCrest Wealth Management, LLC History Reduced 5,999 1,358 0.14% 0.15% 343 -505 -7.76% Q4 2025 Jan 12, 2026
Tidal Investments LLC History Reduced 6,320 1,356 0.0% 0.0% 344 -5,347 -45.83% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,304 1,353 0.03% 0.03% 345 +312 5.21% Q4 2025 Feb 06, 2026
LANDAAS & CO /WI /ADV History No change 6,223 1,336 0.29% 0.3% 346 0 0.0% Q4 2025 Jan 21, 2026
Ring Mountain Capital, LLC History Added to 5,352 1,305 0.67% 0.59% 347 +230 4.49% Q4 2025 Jan 27, 2026
Interchange Capital Partners, LLC History Reduced 6,043 1,296 0.24% 0.26% 349 -186 -2.99% Q4 2025 Jan 30, 2026
Crescent Grove Advisors, LLC History Reduced 6,040 1,296 0.12% 0.12% 348 -168 -2.71% Q4 2025 Feb 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 5,973 1,282 0.06% — 350 +5,973 New Q4 2025 Feb 12, 2026
Brookwood Investment Group LLC History Added to 5,947 1,276 0.15% 0.15% 351 +396 7.13% Q4 2025 Jan 22, 2026
Allen Capital Group, LLC History Added to 5,943 1,275 0.12% 0.11% 352 +190 3.3% Q4 2025 Feb 09, 2026
Avondale Wealth Management History No change 5,900 1,266 0.65% 0.66% 353 0 0.0% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,856 1,257 0.03% 0.03% 355 +537 10.1% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Reduced 5,348 1,257 0.03% 0.03% 354 -338 -5.94% Q4 2025 Jan 28, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 5,832 1,252 0.03% 0.03% 356 +510 9.58% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Added to 5,791 1,243 0.02% 0.02% 357 +783 15.63% Q4 2025 Feb 09, 2026
Avior Wealth Management, LLC History Added to 5,774 1,239 0.04% 0.03% 358 +1,580 37.67% Q4 2025 Jan 06, 2026
Vestmark Advisory Solutions, Inc. History Reduced 5,762 1,237 0.02% 0.03% 359 -2,913 -33.58% Q4 2025 Feb 06, 2026
Retirement Wealth Solutions LLC History Added to 5,692 1,222 0.77% 0.76% 360 +189 3.43% Q4 2025 Jan 07, 2026
Portfolio Resources Advisor Group, Inc. History New 5,672 1,217 1.22% — 361 +5,672 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History New 5,620 1,206 0.03% — 362 +5,620 New Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Added to 5,565 1,194 0.04% 0.04% 363 +499 9.85% Q4 2025 Jan 13, 2026
MCF Advisors LLC History New 5,555 1,192 0.07% — 364 +5,555 New Q4 2025 Feb 11, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 5,474 1,189 0.52% 0.48% 365 +111 2.07% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,505 1,181 0.0% 0.0% 366 -12 -0.22% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Reduced 5,437 1,172 0.05% 0.06% 367 -639 -10.52% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History Added to 5,427 1,165 0.06% 0.02% 368 +3,473 177.74% Q4 2025 Jan 07, 2026
SFMG, LLC History No change 5,423 1,164 0.08% 0.08% 369 0 0.0% Q4 2025 Feb 10, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 5,418 1,163 0.46% 0.45% 370 0 0.0% Q4 2025 Jan 30, 2026
WARNER FINANCIAL, INC History No change 5,386 1,156 0.4% 0.42% 371 0 0.0% Q4 2025 Jan 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 5,379 1,154 0.04% 0.03% 372 +776 16.86% Q4 2025 Feb 13, 2026
Rollins Financial Advisors, LLC History Reduced 5,371 1,153 0.17% 0.23% 373 -1,736 -24.43% Q4 2025 Feb 04, 2026
BFSG, LLC History Reduced 5,328 1,143 0.11% 0.11% 374 -221 -3.98% Q4 2025 Jan 22, 2026
Realta Investment Advisors History Added to 5,327 1,143 0.37% 0.37% 375 +50 0.95% Q4 2025 Jan 20, 2026
First Heartland Consultants, Inc. History Reduced 5,322 1,142 0.09% 0.09% 376 -59 -1.1% Q4 2025 Jan 09, 2026
Cresset Asset Management, LLC History Added to 5,309 1,139 0.0% 0.0% 377 +153 2.97% Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History Reduced 5,225 1,121 0.6% 0.96% 378 -2,208 -29.71% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 5,198 1,115 0.03% 0.03% 379 +120 2.36% Q4 2025 Feb 04, 2026
Hoxton Planning & Management, LLC History Added to 5,183 1,112 0.33% 0.34% 380 +87 1.71% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Added to 5,118 1,098 0.06% 0.05% 381 +345 7.23% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 5,119 1,098 0.01% 0.01% 382 +31 0.61% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History No change 5,099 1,094 0.06% 0.06% 383 0 0.0% Q4 2025 Mar 04, 2026
Quadcap Wealth Management, LLC History Reduced 5,021 1,077 0.12% 0.14% 384 -525 -9.47% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Added to 5,007 1,074 0.06% 0.06% 385 +283 5.99% Q4 2025 Jan 30, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 5,000 1,073 0.32% 0.33% 386 0 0.0% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 4,984 1,069 0.07% 0.08% 387 -333 -6.26% Q4 2025 Feb 03, 2026
Purus Wealth Management, LLC History Reduced 4,943 1,061 0.33% 0.33% 388 -15 -0.3% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Added to 4,909 1,053 0.04% 0.04% 390 +224 4.78% Q4 2025 Feb 02, 2026
ELLERSON GROUP INC /ADV History Added to 4,909 1,053 0.71% 0.62% 389 +150 3.15% Q4 2025 Feb 09, 2026
Barnes Wealth Management Group, Inc History Reduced 4,896 1,051 0.56% 0.56% 391 -1 -0.02% Q4 2025 Feb 24, 2026
Shared Vision Wealth Group LLC History Added to 4,497 1,049 0.42% 0.36% 392 +407 9.95% Q4 2025 Feb 11, 2026
LEIGH BALDWIN & CO., LLC History Reduced 4,866 1,045 0.69% 1.01% 393 -3,693 -43.15% Q4 2025 Feb 12, 2026
Cornerstone Planning Group LLC History Added to 4,467 1,043 0.16% 0.14% 394 +290 6.94% Q4 2025 Feb 02, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Added to 4,849 1,041 0.83% 0.75% 395 +340 7.54% Q4 2025 Jan 16, 2026
Caprock Group, LLC History Added to 4,829 1,036 0.02% 0.02% 396 +25 0.52% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 4,825 1,035 0.01% 0.01% 397 +683 16.49% Q4 2025 Feb 11, 2026
SeaBridge Investment Advisors LLC History Reduced 4,796 1,029 0.17% 0.16% 398 -48 -0.99% Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Added to 4,791 1,028 0.02% 0.02% 399 +516 12.07% Q4 2025 Feb 13, 2026
Evergreen Wealth Partners LLC History New 4,760 1,021 0.86% — 400 +4,760 New Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Added to 4,746 1,018 0.01% 0.01% 401 +536 12.73% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History No change 4,744 1,018 0.07% 0.07% 402 0 0.0% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Added to 4,727 1,014 0.0% 0.0% 403 +340 7.75% Q4 2025 Feb 11, 2026
Commonwealth Retirement Investments LLC History Added to 4,722 1,013 0.33% 0.3% 404 +505 11.98% Q4 2025 Feb 11, 2026
Charter Oak Capital Management, LLC History Added to 4,673 1,003 0.08% 0.07% 405 +125 2.75% Q4 2025 Jan 23, 2026
Capital Investment Advisory Services, LLC History Added to 4,668 1,002 0.07% 0.07% 406 +282 6.43% Q4 2025 Jan 21, 2026
NORTHLAND SECURITIES, INC. History New 4,635 995 0.95% — 407 +4,635 New Q4 2025 Jan 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 4,627 993 0.12% 0.22% 408 -4,309 -48.22% Q4 2025 Feb 13, 2026
Safe Harbor Fiduciary, LLC History New 4,624 992 0.88% — 410 +4,624 New Q4 2025 Feb 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 4,242 992 0.14% 0.15% 409 0 0.0% Q4 2025 Feb 11, 2026
Wealth Management Partners, LLC History Added to 4,599 987 0.28% 0.27% 412 +518 12.69% Q4 2025 Jan 12, 2026
EPG Wealth Management LLC History Added to 4,599 987 0.27% 0.26% 411 +7 0.15% Q4 2025 Jan 28, 2026
Brendel Financial Advisors LLC History Reduced 4,593 986 0.48% 0.53% 413 -320 -6.51% Q4 2025 Jan 26, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 4,588 985 0.72% 0.56% 414 +965 26.64% Q4 2025 Feb 06, 2026
Wisconsin Wealth Advisors, LLC History Reduced 4,564 979 0.96% 0.92% 415 -43 -0.93% Q4 2025 Jan 07, 2026
ATLas Financial Planning LLC History New 4,550 976 0.96% — 416 +4,550 New Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Added to 4,531 972 0.11% 0.09% 417 +585 14.83% Q4 2025 Mar 03, 2026
Davis Wealth Advisors, LLC History New 4,474 960 0.8% — 418 +4,474 New Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 4,426 950 0.06% 0.06% 419 -13 -0.29% Q4 2025 Jan 23, 2026
Firestone Capital Management History No change 4,424 949 0.2% 0.2% 420 0 0.0% Q4 2025 Feb 09, 2026
ORG Partners LLC History Added to 4,417 948 0.17% 0.14% 421 +972 28.21% Q4 2025 Jan 14, 2026
BLALOCK WILLIAMS, LLC History Added to 4,416 948 0.76% 0.68% 422 +727 19.71% Q4 2025 Feb 02, 2026
Jump Financial, LLC History New 4,398 944 0.01% — 423 +4,398 New Q4 2025 Feb 17, 2026
Eddie Patel Inc History New 4,376 939 0.7% — 424 +4,376 New Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Reduced 4,361 936 0.03% 0.04% 425 -196 -4.3% Q4 2025 Jan 27, 2026
Secure Asset Management, LLC History Added to 4,328 929 0.15% 0.14% 426 +293 7.26% Q4 2025 Jan 20, 2026
Arete Wealth Advisors, LLC History Added to 4,322 928 0.06% 0.05% 427 +353 8.89% Q4 2025 Feb 13, 2026
Wealth Quarterback LLC History Reduced 4,299 922 0.33% 0.42% 428 -863 -16.72% Q4 2025 Jan 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,292 921 0.2% 0.21% 429 +109 2.61% Q4 2025 Jan 09, 2026
Intesa Sanpaolo Wealth Management History New 4,289 920 0.19% — 430 +4,289 New Q4 2025 Feb 12, 2026
Fusion Capital, LLC History No change 4,278 918 0.26% 0.27% 431 0 0.0% Q4 2025 Feb 04, 2026
Axecap Investments, LLC History Added to 4,267 916 0.56% 0.48% 432 +585 15.89% Q4 2025 Jan 29, 2026
RCS Financial Planning, LLC History Added to 4,253 913 0.39% 0.35% 434 +525 14.08% Q4 2025 Jan 15, 2026
Onyx Bridge Wealth Group LLC History Reduced 4,257 913 0.1% 0.1% 433 -34 -0.79% Q4 2025 Feb 18, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 4,247 911 0.11% 0.1% 435 +519 13.92% Q4 2025 Jan 07, 2026
Clearwave Capital, LLC History New 4,218 905 0.67% — 436 +4,218 New Q4 2025 Mar 02, 2026
Ameliora Wealth Management Ltd. History No change 4,210 903 0.28% 0.29% 437 0 0.0% Q4 2025 Jan 21, 2026
Roxbury Financial LLC History Added to 4,149 890 0.8% 0.79% 438 +38 0.92% Q4 2025 Jan 05, 2026
ALTERNA WEALTH MANAGEMENT, INC History New 4,076 875 0.73% — 439 +4,076 New Q4 2025 Jan 23, 2026
Solstein Capital, LLC History Added to 4,065 872 0.35% 0.18% 440 +186 4.8% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 4,036 865 0.02% 0.01% 441 +558 16.04% Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Reduced 4,022 863 0.08% 0.09% 442 -275 -6.4% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 4,007 860 0.0% 0.0% 443 +131 3.38% Q4 2025 Jan 30, 2026
GAMCO INVESTORS, INC. ET AL History No change 4,000 858 0.01% 0.01% 444 0 0.0% Q4 2025 Feb 05, 2026
V2 Financial group LLC History No change 4,000 858 0.42% 0.46% 445 0 0.0% Q4 2025 Jan 21, 2026
Ameritas Advisory Services, LLC History Reduced 3,987 856 0.03% 0.09% 446 -2,667 -40.08% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 3,981 854 0.02% 0.01% 447 +570 16.71% Q4 2025 Jan 16, 2026
Centurion Wealth Management LLC History Added to 3,973 852 0.19% 0.16% 448 +575 16.92% Q4 2025 Jan 14, 2026
JT Stratford LLC History Added to 3,955 849 0.11% 0.1% 449 +530 15.47% Q4 2025 Feb 12, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 3,933 844 0.19% 0.19% 450 0 0.0% Q4 2025 Jan 29, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 3,926 842 0.23% 0.27% 451 -286 -6.79% Q4 2025 Feb 10, 2026
PRIVATE TRUST CO NA History Reduced 3,904 838 0.07% 0.07% 452 -88 -2.2% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 3,848 826 0.01% 0.22% 455 -138,661 -97.3% Q4 2025 Feb 13, 2026
WORLD EQUITY GROUP, INC. History Reduced 3,851 826 0.23% 0.2% 453 -399 -9.39% Q4 2025 Jan 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 3,850 826 0.03% 0.03% 454 -143 -3.58% Q4 2025 Jan 30, 2026
Rathbones Group PLC History Added to 3,831 822 0.0% 0.0% 456 +167 4.56% Q4 2025 Feb 06, 2026
GRANVILLE CAPITAL, INC. History New 3,807 817 0.43% — 457 +3,807 New Q4 2025 Feb 13, 2026
One Wealth Advisors, LLC History Added to 3,808 817 0.1% 0.09% 459 +381 11.12% Q4 2025 Feb 02, 2026
NVWM, LLC History Added to 3,809 817 0.18% 0.18% 458 +54 1.44% Q4 2025 Jan 20, 2026
WealthBridge Capital Management, LLC History Reduced 3,778 811 0.18% 0.21% 460 -530 -12.3% Q4 2025 Jan 21, 2026
Nova Wealth Management, Inc. History Added to 3,748 804 0.55% 0.52% 462 +198 5.58% Q4 2025 Jan 14, 2026
WEALTHGARDEN F.S. LLC History Added to 3,447 804 0.53% 0.49% 461 +175 5.35% Q4 2025 Feb 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,711 796 0.13% — 463 +3,711 New Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 3,702 794 0.05% 0.05% 464 +672 22.18% Q4 2025 Feb 11, 2026
Plan Group Financial, LLC History Added to 3,653 784 0.2% 0.16% 465 +850 30.32% Q4 2025 Feb 03, 2026
LifePlan Investment Advisors, Inc. History Added to 3,654 784 0.32% 0.31% 466 +77 2.15% Q4 2025 Feb 09, 2026
KKM Financial LLC History Reduced 3,614 775 0.14% 0.25% 468 -198 -5.19% Q4 2025 Feb 18, 2026
Hudock, Inc. History No change 3,613 775 0.11% 0.11% 467 0 0.0% Q4 2025 Feb 12, 2026
Ellis Investment Partners, LLC History Reduced 3,606 774 0.13% 0.14% 469 -158 -4.2% Q4 2025 Feb 02, 2026
CRA Financial Services, LLC History Reduced 3,603 773 0.1% 0.1% 470 -29 -0.8% Q4 2025 Jan 16, 2026
Belvedere Trading LLC History Added to 3,600 772 0.0% 0.0% 471 +1,937 116.48% Q4 2025 Feb 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 3,600 772 0.15% 0.09% 472 +1,204 50.25% Q4 2025 Jan 28, 2026
Guardian Asset Advisors, LLC History No change 3,594 771 0.4% 0.4% 473 0 0.0% Q4 2025 Jan 29, 2026
RATIONAL ADVISORS, INC. History Reduced 3,583 769 0.08% 0.08% 474 -120 -3.24% Q4 2025 Feb 10, 2026
Ackerman Asset Management, LLC History No change 3,579 768 0.51% 0.54% 475 0 0.0% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,559 764 0.01% 0.01% 476 +339 10.53% Q4 2025 Jan 23, 2026
Mission Hills Financial Advisory, LLC History Reduced 3,506 752 0.4% 0.41% 477 -174 -4.73% Q4 2025 Feb 02, 2026
Blue Capital, Inc. History Added to 3,461 743 0.53% 0.42% 478 +787 29.43% Q4 2025 Feb 23, 2026
Neuberger Berman Group LLC History Added to 3,458 742 0.0% 0.0% 479 +2,167 167.85% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 3,364 722 0.0% 0.0% 480 -214 -5.98% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 3,320 712 0.08% 0.09% 481 0 0.0% Q4 2025 Jan 12, 2026
Verition Fund Management LLC History No change 3,314 711 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 13, 2026
MGB Wealth Management, LLC History Reduced 3,299 708 0.2% 0.21% 483 -225 -6.38% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 3,276 703 0.01% 0.01% 484 +959 41.39% Q4 2025 Feb 09, 2026
FIRST FOUNDATION ADVISORS History Added to 3,278 703 0.03% 0.02% 485 +55 1.71% Q4 2025 Feb 04, 2026
Allspring Global Investments Holdings, LLC History Added to 3,105 700 0.0% 0.0% 486 +300 10.7% Q4 2025 Jan 15, 2026
Midwest Trust Co History Added to 3,249 697 0.01% 0.01% 488 +271 9.1% Q4 2025 Feb 04, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 3,247 697 0.11% 0.12% 487 -119 -3.54% Q4 2025 Jan 28, 2026
JFS WEALTH ADVISORS, LLC History Added to 3,223 691 0.04% 0.04% 489 +50 1.58% Q4 2025 Jan 14, 2026
Round Rock Advisors LLC History Added to 3,200 687 0.1% 0.08% 490 +700 28.0% Q4 2025 Apr 07, 2026
Compagnie Lombard Odier SCmA History New 3,200 685 0.01% — 491 +3,200 New Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Added to 3,140 674 0.01% 0.01% 492 +152 5.09% Q4 2025 Jan 13, 2026
Integrated Advisors Network LLC History Reduced 3,100 665 0.03% 0.03% 493 -93 -2.91% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,089 663 0.03% 0.03% 494 +143 4.85% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History No change 3,050 654 0.27% 0.17% 495 0 0.0% Q4 2025 Feb 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,033 651 0.04% 0.2% 496 -13,355 -81.49% Q4 2025 Jan 20, 2026
Pinnacle Financial Partners, Inc. History New 3,025 650 0.0% — 497 +3,025 New Q4 2025 Feb 18, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 3,015 647 0.48% 0.48% 498 0 0.0% Q4 2025 Jan 27, 2026
Kingdom Financial Group LLC. History New 3,013 646 0.2% — 499 +3,013 New Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 2,995 643 0.0% 0.0% 500 +884 41.88% Q4 2025 Feb 17, 2026
BFI Infinity Ltd. History No change 2,987 641 0.4% 0.41% 501 0 0.0% Q4 2025 Jan 14, 2026
Quartz Partners, LLC History Reduced 2,982 640 0.24% 0.28% 502 -710 -19.23% Q4 2025 Feb 13, 2026
Atlatl Advisers LLC History Added to 2,975 638 0.24% 0.23% 503 +190 6.82% Q4 2025 Feb 09, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 2,951 633 0.3% 0.31% 504 -43 -1.44% Q4 2025 Jan 21, 2026
Investment Partners Asset Management, Inc. History Reduced 2,942 631 0.39% 0.42% 505 -92 -3.03% Q4 2025 Jan 15, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,923 627 0.07% 0.06% 506 +600 25.83% Q4 2025 Jan 14, 2026
Almanack Investment Partners, LLC. History No change 2,921 627 0.11% 0.09% 507 0 0.0% Q4 2025 Jan 29, 2026
Mullooly Asset Management, Inc. History No change 2,925 627 0.23% 0.23% 508 0 0.0% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 2,905 623 0.02% 0.02% 509 +105 3.75% Q4 2025 Feb 06, 2026
Cheviot Value Management, LLC History No change 2,649 619 0.06% 0.06% 510 0 0.0% Q4 2025 Feb 03, 2026
Berkeley Capital Partners, LLC History Reduced 2,866 615 0.14% 0.14% 511 -15 -0.52% Q4 2025 Feb 05, 2026
Sandbox Financial Partners, LLC History Added to 2,848 611 0.17% 0.14% 512 +465 19.51% Q4 2025 Jan 07, 2026
Powell Investment Advisors, LLC History No change 2,845 610 0.21% 0.21% 513 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Management, Inc. History No change 2,817 604 0.1% 0.1% 514 0 0.0% Q4 2025 Feb 06, 2026
Register Financial Advisors LLC History No change 2,809 603 0.23% 0.23% 515 0 0.0% Q4 2025 Jan 21, 2026
Walleye Trading LLC History Reduced 2,802 601 0.0% 0.01% 516 -20,901 -88.18% Q4 2025 Feb 13, 2026
Capital Asset Managemnet, LLC History New 2,716 601 0.67% — 517 +2,716 New Q4 2025 Apr 07, 2026
Symphony Financial, Ltd. Co. History Added to 2,776 600 0.08% 0.07% 518 +87 3.24% Q4 2025 Feb 11, 2026
Sovereign Financial Group, Inc. History Reduced 2,784 597 0.1% 0.11% 519 -29 -1.03% Q4 2025 Jan 07, 2026
Caldwell Trust Co History Reduced 2,777 596 0.05% 0.06% 520 -150 -5.12% Q4 2025 Jan 30, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 2,764 593 0.41% 0.42% 521 +100 3.75% Q4 2025 Jan 23, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 2,753 591 0.38% 0.41% 522 0 0.0% Q4 2025 Jan 26, 2026
Octavia Wealth Advisors, LLC History Reduced 2,743 588 0.06% 0.06% 523 -147 -5.09% Q4 2025 Jan 23, 2026
BCU Wealth Advisors, LLC History Added to 2,723 584 0.22% 0.21% 524 +282 11.55% Q4 2025 Jan 30, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 2,713 582 0.06% 0.07% 525 -76 -2.72% Q4 2025 Feb 18, 2026
Duncan Williams Asset Management, LLC History Added to 2,536 578 0.14% 0.15% 526 +2 0.08% Q4 2025 Feb 05, 2026
Symphony Financial Services, Inc. History Added to 2,671 573 0.29% 0.28% 527 +150 5.95% Q4 2025 Feb 12, 2026
JM2 Capital Inc. History New 2,660 571 0.46% — 528 +2,660 New Q4 2025 Jan 23, 2026
London & Capital Asset Management Ltd History New 2,656 570 0.01% — 529 +2,656 New Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History No change 2,647 568 0.07% 0.07% 530 0 0.0% Q4 2025 Feb 13, 2026
Kesler, Norman & Wride, LLC History Added to 2,618 562 0.1% 0.07% 531 +37 1.43% Q4 2025 Feb 10, 2026
YANKCOM Partnership History No change 2,600 558 0.24% 0.24% 532 0 0.0% Q4 2025 Jan 20, 2026
Raleigh Capital Management Inc. History Reduced 2,590 556 0.2% 0.6% 534 -4,896 -65.4% Q4 2025 Jan 21, 2026
Strategic Blueprint, LLC History Reduced 2,590 556 0.03% 0.04% 533 -1,281 -33.09% Q4 2025 Jan 30, 2026
Darden Wealth Group Inc History Added to 2,522 541 0.26% 0.26% 535 +140 5.88% Q4 2025 Feb 09, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 2,485 533 0.08% 0.09% 536 -10 -0.4% Q4 2025 Feb 11, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,476 531 0.17% 0.17% 537 -3 -0.12% Q4 2025 Jan 07, 2026
CGN Advisors LLC History Added to 2,472 530 0.04% 0.03% 538 +470 23.48% Q4 2025 Jan 05, 2026
Meridian Wealth Management, LLC History Added to 2,461 528 0.02% 0.02% 540 +68 2.84% Q4 2025 Feb 04, 2026
DRW Securities, LLC History No change 2,462 528 0.01% 0.01% 539 0 0.0% Q4 2025 Feb 12, 2026
Vantus Wealth LLC History New 2,456 527 0.39% — 541 +2,456 New Q4 2025 Feb 10, 2026
PINNACLE ASSOCIATES LTD History New 2,447 525 0.01% — 542 +2,447 New Q4 2025 Feb 05, 2026
CITY HOLDING CO History Added to 2,440 523 0.06% 0.06% 543 +90 3.83% Q4 2025 Jan 22, 2026
AdvisorNet Financial, Inc History Added to 2,408 516 0.03% 0.03% 544 +181 8.13% Q4 2025 Jan 20, 2026
Concorde Asset Management, LLC History Added to 2,394 513 0.21% 0.19% 546 +268 12.61% Q4 2025 Feb 13, 2026
Bramshill Investments, LLC History No change 2,390 513 0.03% 0.03% 545 0 0.0% Q4 2025 Feb 17, 2026
Purkiss Capital Advisors LLC History Added to 2,349 504 0.24% 0.23% 548 +5 0.21% Q4 2025 Feb 04, 2026
Poehling Capital Management, INC. History No change 2,350 504 0.1% 0.1% 547 0 0.0% Q4 2025 Feb 06, 2026
WULFF, HANSEN & CO. History No change 2,337 501 0.42% 0.42% 549 0 0.0% Q4 2025 Feb 03, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 2,316 497 0.03% 0.03% 550 -13 -0.56% Q4 2025 Feb 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 2,308 495 0.52% 0.48% 551 0 0.0% Q4 2025 Jan 20, 2026
Lewis Asset Management, LLC History Added to 2,301 494 0.2% 0.2% 552 +30 1.32% Q4 2025 Jan 15, 2026
MEANS INVESTMENT CO., INC. History No change 2,283 490 0.04% 0.04% 553 0 0.0% Q4 2025 Jan 26, 2026
Quantum Portfolio Management LLC History Reduced 2,261 485 0.21% 0.17% 555 -437 -16.2% Q4 2025 Feb 12, 2026
Narwhal Capital Management History No change 2,260 485 0.04% 0.03% 554 0 0.0% Q4 2025 Jan 30, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,256 484 0.02% 0.02% 556 0 0.0% Q4 2025 Jan 16, 2026
Warner Group LLC History Added to 2,251 483 0.3% 0.29% 557 +238 11.82% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Added to 2,054 479 0.02% 0.02% 558 +17 0.83% Q4 2025 Jan 27, 2026
J.M. Arbour, LLC History New 2,218 476 0.47% — 559 +2,218 New Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History Reduced 2,176 467 0.07% 0.08% 560 -183 -7.76% Q4 2025 Feb 11, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 2,148 461 0.05% 0.05% 561 -81 -3.63% Q4 2025 Feb 06, 2026
Traction Financial Partners, LLC History No change 2,150 461 0.27% 0.28% 562 0 0.0% Q4 2025 Jan 29, 2026
Coordinated Financial Services, Inc. History Added to 2,134 458 0.26% 0.28% 563 +75 3.64% Q4 2025 Feb 09, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 2,126 456 0.17% — 564 +2,126 New Q4 2025 Mar 26, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 2,114 453 0.03% 0.03% 565 +49 2.37% Q4 2025 Feb 10, 2026
Centerpoint Advisory Group History Reduced 2,093 449 0.35% 0.39% 566 -302 -12.61% Q4 2025 Feb 03, 2026
Karnit Road Accident Victims Compensation Fund History New 2,080 446 0.25% — 567 +2,080 New Q4 2025 Feb 17, 2026
First International Bank of Israel Ltd. History Reduced 2,075 445 0.21% 0.3% 569 -437 -17.4% Q4 2025 Feb 12, 2026
Accelerate Investment Advisors LLC History Added to 2,076 445 0.3% 0.24% 568 +382 22.55% Q4 2025 Jan 12, 2026
Beaumont Financial Advisors, LLC History Added to 2,070 444 0.03% 0.03% 570 +100 5.08% Q4 2025 Jan 16, 2026
Briaud Financial Planning, Inc History Added to 2,055 441 0.11% 0.13% 571 +149 7.82% Q4 2025 Jan 28, 2026
Mayfair Advisory Group, LLC History No change 1,981 439 0.17% 0.18% 572 0 0.0% Q4 2025 Jan 21, 2026
WESPAC Advisors, LLC History Reduced 2,041 438 0.24% 0.84% 573 -4,834 -70.31% Q4 2025 Jan 14, 2026
Aurora Private Wealth, Inc. History New 2,042 438 0.29% — 574 +2,042 New Q4 2025 Feb 02, 2026
Juno Financial Group LLC History New 2,042 438 0.18% — 575 +2,042 New Q4 2025 Jan 28, 2026
LaSalle St. Investment Advisors, LLC History New 2,035 436 0.07% — 576 +2,035 New Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History No change 2,025 434 0.02% 0.02% 577 0 0.0% Q4 2025 Jan 15, 2026
Third View Private Wealth, LLC History New 2,000 429 0.06% — 579 +2,000 New Q4 2025 Jan 23, 2026
Merrion Investment Management Co, LLC History No change 2,000 429 0.23% 0.24% 578 0 0.0% Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Reduced 1,972 423 0.04% 0.04% 580 -97 -4.69% Q4 2025 Jan 27, 2026
LPWM LLC History Added to 1,966 422 0.11% 0.11% 581 +2 0.1% Q4 2025 Jan 06, 2026
GLENMEDE TRUST CO NA History New 1,950 418 0.0% — 582 +1,950 New Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History No change 1,945 417 0.0% 0.0% 583 0 0.0% Q4 2025 Feb 12, 2026
W ADVISORS, LLC History Added to 1,936 415 0.21% 0.17% 584 +388 25.06% Q4 2025 Feb 13, 2026
Richmond Investment Services, LLC History Added to 1,927 413 0.07% 0.06% 585 +284 17.29% Q4 2025 Feb 12, 2026
Coppell Advisory Solutions LLC History Reduced 1,886 408 0.04% 0.04% 586 -52 -2.68% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 1,895 407 0.01% 0.0% 587 +100 5.57% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Added to 1,888 405 0.03% 0.03% 588 +7 0.37% Q4 2025 Feb 03, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 1,883 404 0.27% 0.31% 589 -199 -9.56% Q4 2025 Jan 07, 2026
Heritage Investment Group, Inc. History New 1,881 403 0.06% — 590 +1,881 New Q4 2025 Jan 30, 2026
RMR Capital Management, LLC History Reduced 1,860 399 0.29% 0.47% 592 -1,357 -42.18% Q4 2025 Feb 12, 2026
Argent Trust Co History Added to 1,860 399 0.01% 0.01% 591 +779 72.06% Q4 2025 Feb 10, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,850 397 0.02% 0.02% 593 0 0.0% Q4 2025 Jan 23, 2026
Providence First Trust Co History No change 1,850 397 0.14% 0.13% 594 0 0.0% Q4 2025 Feb 03, 2026
Fortitude Advisory Group L.L.C. History Added to 1,834 393 0.17% 0.18% 595 +250 15.78% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 1,810 391 0.01% 0.0% 596 +1,727 2080.72% Q4 2025 Feb 13, 2026
Axis Wealth Partners, LLC History No change 1,809 388 0.21% 0.22% 597 0 0.0% Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,803 387 0.25% — 600 +1,803 New Q4 2025 Feb 19, 2026
Anson Capital, Inc. History No change 1,804 387 0.28% 0.28% 598 0 0.0% Q4 2025 Feb 04, 2026
Kera Capital Partners, Inc. History No change 1,666 387 0.05% 0.05% 599 0 0.0% Q4 2025 Feb 23, 2026
Tepp RIA, LLC History Reduced 1,800 386 0.38% 0.61% 603 -767 -29.88% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Reduced 1,799 386 0.03% 0.03% 602 -44 -2.39% Q4 2025 Jan 22, 2026
Magnus Financial Group LLC History Added to 1,799 386 0.03% 0.03% 601 +17 0.95% Q4 2025 Jan 07, 2026
HB Wealth Management, LLC History No change 1,783 382 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 1,765 378 0.03% — 605 +1,765 New Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 1,544 376 0.02% 0.0% 607 +1,344 672.0% Q4 2025 Jan 21, 2026
PLANNING DIRECTIONS INC History Added to 1,752 376 0.19% 0.13% 606 +564 47.47% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History No change 1,743 374 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 13, 2026
Burns Matteson Capital Management, LLC History Reduced 1,741 373 0.13% 0.16% 609 -169 -8.85% Q4 2025 Jan 15, 2026
Lifeworks Advisors, LLC History Added to 1,727 370 0.05% 0.04% 610 +239 16.06% Q4 2025 Feb 13, 2026
Ifrah Financial Services, Inc. History Reduced 1,723 369 0.09% 0.11% 611 -382 -18.15% Q4 2025 Jan 22, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 1,715 368 0.14% 0.15% 613 -105 -5.77% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 1,717 368 0.03% 0.03% 612 +2 0.12% Q4 2025 Jan 07, 2026
Plotkin Financial Advisors, LLC History No change 1,699 364 0.18% 0.18% 614 0 0.0% Q4 2025 Feb 19, 2026
Integrity Advisory Solutions, LLC History New 1,688 362 0.05% — 616 +1,688 New Q4 2025 Feb 09, 2026
ORG Wealth Partners, LLC History No change 1,689 362 0.09% 0.08% 615 0 0.0% Q4 2025 Jan 14, 2026
Fox Hill Wealth Management History Reduced 1,686 361 0.17% 0.17% 617 -16 -0.94% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 1,677 360 0.01% 0.01% 618 +664 65.55% Q4 2025 Feb 19, 2026
Golden State Equity Partners History Added to 1,675 359 0.06% 0.05% 619 +117 7.51% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History New 1,667 357 0.0% — 620 +1,667 New Q4 2025 Feb 17, 2026
Index Technologies Group LLC History New 1,653 354 0.37% — 624 +1,653 New Q4 2025 Feb 12, 2026
Centric Wealth Management History Reduced 1,533 354 0.07% 0.08% 622 -61 -3.83% Q4 2025 Feb 04, 2026
Verity Asset Management, Inc. History Reduced 1,649 354 0.15% 0.11% 621 -4 -0.24% Q4 2025 Jan 30, 2026
Journey Advisory Group, LLC History No change 1,650 354 0.03% 0.03% 623 0 0.0% Q4 2025 Jan 27, 2026
MATAURO, LLC History Reduced 1,645 353 0.05% 0.06% 626 -210 -11.32% Q4 2025 Jan 16, 2026
Ironwood Financial, llc History Added to 1,496 353 0.06% 0.06% 625 +6 0.4% Q4 2025 Jan 15, 2026
Global View Capital Management LLC History Added to 1,638 351 0.07% 0.05% 627 +473 40.6% Q4 2025 Jan 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 1,632 350 0.03% 0.04% 628 -1,181 -41.98% Q4 2025 Jan 23, 2026
TrueWealth Advisors, LLC History Added to 1,633 350 0.09% 0.09% 629 +26 1.62% Q4 2025 Jan 07, 2026
SAXON INTERESTS, INC. History No change 1,634 350 0.12% 0.13% 630 0 0.0% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 1,627 349 0.03% 0.02% 631 +741 83.63% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Added to 1,629 349 0.07% 0.05% 632 +415 34.18% Q4 2025 Feb 12, 2026
TCI Wealth Advisors, Inc. History No change 1,624 348 0.02% 0.02% 633 0 0.0% Q4 2025 Feb 02, 2026
Pathfinder Wealth Consulting, Inc. History New 1,608 345 0.22% — 634 +1,608 New Q4 2025 Feb 09, 2026
CX Institutional History Reduced 1,597 343 0.01% 0.01% 635 -67 -4.03% Q4 2025 Feb 02, 2026
Collaborative Wealth Managment Inc. History Added to 1,580 339 0.12% 0.13% 636 +95 6.4% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Added to 1,572 337 0.0% 0.0% 637 +26 1.68% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History No change 1,565 336 0.01% 0.01% 638 0 0.0% Q4 2025 Feb 05, 2026
Coastal Bridge Advisors, LLC History Reduced 1,560 334 0.02% 0.03% 639 -169 -9.77% Q4 2025 Feb 18, 2026
Badgley Phelps Wealth Managers, LLC History New 1,554 333 0.01% — 640 +1,554 New Q4 2025 Jan 28, 2026
Jefferies Financial Group Inc. History New 1,538 330 0.0% — 641 +1,538 New Q4 2025 Feb 09, 2026
Callan Family Office, LLC History No change 1,533 329 0.01% 0.01% 642 0 0.0% Q4 2025 Feb 12, 2026
SAX WEALTH ADVISORS, LLC History Added to 1,529 328 0.02% 0.01% 643 +501 48.74% Q4 2025 Jan 12, 2026
ROCKLAND TRUST CO History Added to 1,518 325 0.01% 0.01% 644 +75 5.2% Q4 2025 Jan 15, 2026
Synergy Investment Management, LLC History Added to 1,516 325 0.12% 0.12% 645 +10 0.66% Q4 2025 Feb 06, 2026
Alteri Wealth LLC History Added to 1,510 324 0.11% 0.1% 647 +59 4.07% Q4 2025 Feb 11, 2026
Carter Financial Group, INC. History No change 1,514 324 0.19% 0.19% 646 0 0.0% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History No change 1,500 323 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 18, 2026
Tactive Advisors, LLC History New 1,500 322 0.09% — 652 +1,500 New Q4 2025 Jan 09, 2026
ELCO Management Co., LLC History Reduced 1,500 322 0.2% 0.25% 650 -750 -33.33% Q4 2025 Feb 04, 2026
Avalon Trust Co History Reduced 1,500 322 0.02% 0.03% 651 -692 -31.57% Q4 2025 Feb 09, 2026
Gruss & Co., LLC History No change 1,500 322 0.71% 0.82% 649 0 0.0% Q4 2025 Feb 10, 2026
10Elms LLP History No change 1,500 322 0.3% 0.28% 653 0 0.0% Q4 2025 Feb 13, 2026
JDM Financial Group LLC History No change 1,495 321 0.12% 0.13% 654 0 0.0% Q4 2025 Feb 02, 2026
Advantage Trust Co History Added to 1,490 319 0.14% 0.12% 656 +172 13.05% Q4 2025 Jan 29, 2026
Heritage Wealth Management, Inc. History No change 1,490 319 0.09% 0.09% 655 0 0.0% Q4 2025 Jan 26, 2026
L & S Advisors Inc History Reduced 1,483 318 0.03% 0.04% 657 -300 -16.83% Q4 2025 Feb 05, 2026
NATIXIS History No change 1,461 317 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 13, 2026
Platform Technology Partners History New 1,468 315 0.07% — 659 +1,468 New Q4 2025 Feb 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 1,464 314 0.11% 0.09% 661 +313 27.19% Q4 2025 Feb 13, 2026
Semus Wealth Partners LLC History Added to 1,465 314 0.17% 0.15% 660 +215 17.2% Q4 2025 Jan 27, 2026
Platt Wealth Management LLC History New 1,450 311 0.31% — 663 +1,450 New Q4 2025 Feb 06, 2026
Avantra Family Wealth, Inc. History Added to 1,452 311 0.23% 0.23% 662 +10 0.69% Q4 2025 Jan 21, 2026
Grantvest Financial Group LLC History Added to 1,448 310 0.2% 0.2% 665 +69 5.0% Q4 2025 Feb 02, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,445 310 0.01% 0.01% 664 0 0.0% Q4 2025 Jan 12, 2026
Swisher Financial Concepts, Inc. History Reduced 1,440 309 0.18% 0.19% 666 -40 -2.7% Q4 2025 Feb 10, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 1,437 308 0.21% 0.34% 668 -780 -35.18% Q4 2025 Jan 27, 2026
LFA - Lugano Financial Advisors SA History No change 1,437 308 0.16% 0.16% 667 0 0.0% Q4 2025 Jan 29, 2026
Fulcrum Equity Management History Reduced 1,433 307 0.29% 0.96% 670 -3,120 -68.53% Q4 2025 Jan 06, 2026
Capital Planning Advisors, LLC History New 1,434 307 0.04% — 669 +1,434 New Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,434 307 0.01% 0.01% 671 -2 -0.14% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History No change 1,429 306 0.0% 0.0% 672 0 0.0% Q4 2025 Feb 11, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 1,425 305 0.02% 0.02% 673 +25 1.79% Q4 2025 Jan 21, 2026
Flaharty Asset Management, LLC History Reduced 1,412 303 0.04% 0.08% 674 -1,448 -50.63% Q4 2025 Feb 06, 2026
Two West Capital Advisors LLC History Added to 1,413 303 0.18% 0.12% 676 +462 48.58% Q4 2025 Jan 13, 2026
Perennial Investment Advisors, LLC History Reduced 1,412 303 0.02% 0.02% 675 -30 -2.08% Q4 2025 Feb 17, 2026
Ballew Advisors, Inc History No change 1,275 302 0.17% 0.15% 677 0 0.0% Q4 2025 Jan 14, 2026
Leeward Financial Partners, LLC History Reduced 1,401 300 0.08% 0.09% 679 -119 -7.83% Q4 2025 Feb 09, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 1,400 300 0.05% 0.05% 678 0 0.0% Q4 2025 Jan 23, 2026
ONE Advisory Partners, LLC History Added to 1,394 299 0.09% 0.08% 682 +109 8.48% Q4 2025 Jan 12, 2026
COZAD ASSET MANAGEMENT INC History Added to 1,394 299 0.02% 0.02% 680 +50 3.72% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History No change 1,394 299 0.03% 0.03% 681 0 0.0% Q4 2025 Jan 21, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History New 1,354 290 0.08% — 683 +1,354 New Q4 2025 Jan 13, 2026
Glen Eagle Advisors, LLC History Reduced 1,353 290 0.04% 0.04% 684 -20 -1.46% Q4 2025 Feb 13, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 1,341 287 0.04% 0.04% 685 +254 23.37% Q4 2025 Jan 12, 2026
Rockport Wealth LLC History No change 1,337 287 0.06% 0.06% 686 0 0.0% Q4 2025 Feb 06, 2026
Milestone Asset Management Group, LLC History No change 1,339 287 0.16% 0.18% 687 0 0.0% Q4 2025 Feb 03, 2026
August Group Capital Ltd History New 1,336 286 0.32% — 688 +1,336 New Q4 2025 Feb 12, 2026
1900 WEALTH MANAGEMENT LLC History New 1,331 285 0.02% — 690 +1,331 New Q4 2025 Jan 20, 2026
Mosley Wealth Management History New 1,328 285 0.13% — 691 +1,328 New Q4 2025 Feb 12, 2026
Foguth Wealth Management, LLC. History New 1,285 285 0.04% — 692 +1,285 New Q4 2025 Jan 05, 2026
Weaver Consulting Group History No change 1,332 285 0.07% 0.07% 689 0 0.0% Q4 2025 Feb 10, 2026
Mountain Capital Investment Advisors Inc. History New 1,200 282 0.05% — 693 +1,200 New Q4 2025 Jan 28, 2026
Betterment LLC History New 1,311 281 0.0% — 694 +1,311 New Q4 2025 Feb 12, 2026
Wingate Wealth Advisors, Inc. History New 1,297 278 0.16% — 696 +1,297 New Q4 2025 Jan 28, 2026
Biltmore Family Office, LLC History No change 1,299 278 0.04% 0.04% 695 0 0.0% Q4 2025 Feb 04, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,293 277 0.1% — 697 +1,293 New Q4 2025 Jan 20, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,291 277 0.04% 0.04% 698 0 0.0% Q4 2025 Feb 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 1,265 271 0.02% 0.02% 699 +271 27.26% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History New 1,260 270 0.02% — 701 +1,260 New Q4 2025 Jan 20, 2026
Dorsey & Whitney Trust CO LLC History No change 1,262 270 0.01% 0.01% 700 0 0.0% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,253 269 0.07% 0.04% 702 +773 161.04% Q4 2025 Feb 09, 2026
CVFG LLC History Added to 1,255 269 0.18% 0.18% 703 +55 4.58% Q4 2025 Feb 06, 2026
Edgestream Partners, L.P. History Reduced 1,252 268 0.01% 0.01% 704 -49 -3.77% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 1,239 266 0.0% 0.01% 705 -1,531 -55.27% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,239 266 0.01% 0.01% 706 0 0.0% Q4 2025 Feb 13, 2026
TRUE Private Wealth Advisors History No change 1,234 265 0.03% 0.03% 707 0 0.0% Q4 2025 Feb 13, 2026
Gallagher Capital Advisors, LLC History No change 1,231 264 0.17% 0.15% 708 0 0.0% Q4 2025 Feb 12, 2026
COFG Advisors, LLC History New 1,229 263 0.06% — 712 +1,229 New Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History New 1,228 263 0.01% — 711 +1,228 New Q4 2025 Jan 22, 2026
Visionary Wealth Advisors History Reduced 1,226 263 0.01% 0.02% 709 -789 -39.16% Q4 2025 Feb 13, 2026
Werba Rubin Papier Wealth Management History No change 1,226 263 0.07% 0.04% 710 0 0.0% Q4 2025 Jan 27, 2026
Modera Wealth Management, LLC History Added to 1,223 262 0.0% 0.0% 713 +169 16.03% Q4 2025 Jan 21, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History New 1,218 261 0.14% — 714 +1,218 New Q4 2025 Jan 08, 2026
Diversified Trust Co History No change 1,212 260 0.0% 0.01% 715 0 0.0% Q4 2025 Jan 09, 2026
Aspire Private Capital, LLC History New 1,209 259 0.06% — 716 +1,209 New Q4 2025 Jan 16, 2026
Forza Wealth Management, LLC History No change 1,210 259 0.09% 0.1% 717 0 0.0% Q4 2025 Feb 02, 2026
Procyon Advisors, LLC History Added to 1,202 258 0.01% 0.01% 718 +20 1.69% Q4 2025 Jan 07, 2026
PATRON PARTNERS, LLC History Reduced 1,200 257 0.11% 0.15% 720 -338 -21.98% Q4 2025 Feb 11, 2026
EAGLE GLOBAL ADVISORS LLC History No change 1,200 257 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 28, 2026
Valmark Advisers, Inc. History Added to 1,195 256 0.0% 0.0% 721 +33 2.84% Q4 2025 Jan 26, 2026
Horizon Wealth Management, LLC History New 1,189 255 0.04% — 723 +1,189 New Q4 2025 Feb 04, 2026
PCG Wealth Advisors, LLC History Reduced 1,189 255 0.07% 0.09% 724 -267 -18.34% Q4 2025 Feb 05, 2026
Jaffetilchin Investment Partners, LLC History Reduced 1,190 255 0.01% 0.02% 722 -21 -1.73% Q4 2025 Jan 15, 2026
Value Investment Professionals, LLC History New 1,187 254 0.27% — 728 +1,187 New Q4 2025 Feb 11, 2026
HOLDERNESS INVESTMENTS CO History Reduced 1,184 254 0.05% 0.05% 725 -24 -1.99% Q4 2025 Feb 10, 2026
Institute for Wealth Management, LLC. History No change 1,185 254 0.03% 0.03% 726 0 0.0% Q4 2025 Jan 27, 2026
GUERRA PAN ADVISORS, LLC History No change 1,184 254 0.15% 0.15% 727 0 0.0% Q4 2025 Jan 13, 2026
AlTi Global, Inc. History Added to 1,182 253 0.01% 0.01% 729 +149 14.42% Q4 2025 Feb 13, 2026
Ironwood Investment Counsel, LLC History Reduced 1,168 250 0.03% 0.04% 730 -131 -10.08% Q4 2025 Feb 06, 2026
Veracity Capital LLC History Added to 1,155 247 0.07% 0.07% 731 +47 4.24% Q4 2025 Jan 29, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 1,155 247 0.07% 0.07% 732 +20 1.76% Q4 2025 Jan 30, 2026
Herold Advisors, Inc. History New 1,142 245 0.05% — 734 +1,142 New Q4 2025 Feb 17, 2026
Global Endowment Management, LP History New 1,140 245 0.03% — 733 +1,140 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History New 1,138 244 0.0% — 735 +1,138 New Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Reduced 1,132 243 0.01% 0.01% 736 -224 -16.52% Q4 2025 Feb 09, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 1,116 239 0.09% 0.09% 737 +72 6.9% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Added to 1,112 238 0.0% 0.0% 738 +50 4.71% Q4 2025 Feb 17, 2026
ProCore Advisors, LLC History New 1,105 237 0.24% — 741 +1,105 New Q4 2025 Jan 21, 2026
Alta Wealth Advisors LLC History New 1,104 237 0.08% — 740 +1,104 New Q4 2025 Feb 03, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 1,106 237 0.02% 0.02% 739 -233 -17.4% Q4 2025 Jan 07, 2026
Able Wealth Management LLC History New 1,103 236 0.07% — 744 +1,103 New Q4 2025 Jan 27, 2026
Savvy Advisors, Inc. History New 1,100 236 0.01% — 742 +1,100 New Q4 2025 Jan 20, 2026
Signal Advisors Wealth, LLC History Reduced 1,100 236 0.02% 0.02% 743 -1 -0.09% Q4 2025 Jan 13, 2026
Montecito Bank & Trust History No change 1,096 235 0.04% 0.04% 745 0 0.0% Q4 2025 Jan 09, 2026
CFS Investment Advisory Services, LLC History No change 1,095 235 0.02% 0.02% 746 0 0.0% Q4 2025 Feb 10, 2026
Stelac Advisory Services LLC History No change 1,090 234 0.08% 0.08% 747 0 0.0% Q4 2025 Feb 12, 2026
Dynamic Wealth Strategies, LLC History Reduced 1,089 233 0.14% 0.22% 749 -508 -31.81% Q4 2025 Feb 04, 2026
SMITH, MOORE & CO. History No change 1,087 233 0.02% 0.02% 748 0 0.0% Q4 2025 Jan 23, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 1,073 230 0.03% — 751 +1,073 New Q4 2025 Feb 13, 2026
IPG Investment Advisors LLC History Reduced 1,076 230 0.04% 0.04% 750 -52 -4.61% Q4 2025 Feb 09, 2026
Kelly Financial Services LLC History Added to 1,075 230 0.06% 0.06% 752 +27 2.58% Q4 2025 Jan 13, 2026
DEUTSCHE BANK AG\ History Reduced 1,071 229 0.0% 0.0% 753 -1,507 -58.46% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History New 1,066 228 0.02% — 755 +1,066 New Q4 2025 Jan 15, 2026
MCMORGAN & CO LLC History New 1,062 228 0.04% — 754 +1,062 New Q4 2025 Feb 11, 2026
SOA Wealth Advisors, LLC. History No change 1,062 228 0.04% 0.04% 756 0 0.0% Q4 2025 Jan 20, 2026
PUREfi Wealth, LLC History New 1,060 227 0.17% — 758 +1,060 New Q4 2025 Jan 12, 2026
Vigilare Wealth Management History Reduced 1,061 227 0.08% 0.09% 757 -133 -11.14% Q4 2025 Jan 07, 2026
Three Cord True Wealth Management, LLC History No change 1,060 227 0.13% 0.15% 759 0 0.0% Q4 2025 Feb 05, 2026
CFO CAPITAL MANAGEMENT LLC History New 1,053 226 0.17% — 762 +1,053 New Q4 2025 Mar 02, 2026
Tidemark, LLC History Reduced 1,055 226 0.06% 0.07% 761 -61 -5.47% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History No change 1,056 226 0.01% 0.01% 760 0 0.0% Q4 2025 Feb 09, 2026
Zullo Investment Group, Inc. History Added to 1,050 225 0.08% 0.07% 763 +88 9.15% Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Added to 1,032 221 0.0% 0.0% 764 +129 14.29% Q4 2025 Feb 17, 2026
Maltin Wealth Management, Inc. History No change 1,033 221 0.09% 0.09% 765 0 0.0% Q4 2025 Jan 15, 2026
Legacy Wealth Partners, LLC History New 1,023 219 0.06% — 767 +1,023 New Q4 2025 Feb 17, 2026
Selective Wealth Management, Inc. History New 909 219 0.07% — 766 +909 New Q4 2025 Jan 16, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,020 218 0.0% — 768 +1,020 New Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History New 1,016 218 0.03% — 770 +1,016 New Q4 2025 Jan 13, 2026
USAdvisors Wealth Management, LLC History No change 1,016 218 0.07% 0.07% 769 0 0.0% Q4 2025 Feb 05, 2026
Ascent Group, LLC History No change 1,012 217 0.01% 0.01% 771 0 0.0% Q4 2025 Jan 20, 2026
Caerus Investment Advisors, LLC History No change 1,010 216 0.07% 0.09% 772 0 0.0% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History Added to 1,005 215 0.01% 0.01% 773 +251 33.29% Q4 2025 Jan 27, 2026
Segment Wealth Management, LLC History No change 1,000 214 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 29, 2026
HC Advisors, LLC History No change 1,000 214 0.15% 0.15% 775 0 0.0% Q4 2025 Feb 11, 2026
Urban Wealth Management, LLC History New 989 212 0.2% — 777 +989 New Q4 2025 Jan 30, 2026
Marks Group Wealth Management, Inc History New 988 212 0.02% — 776 +988 New Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 907 211 0.01% 0.01% 778 -389 -30.02% Q4 2025 Feb 04, 2026
Embree Financial Group History No change 983 211 0.03% 0.03% 779 0 0.0% Q4 2025 Jan 14, 2026
Asempa Wealth Advisors History New 980 210 0.18% — 780 +980 New Q4 2025 Jan 08, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 976 209 0.07% 0.09% 781 -73 -6.96% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Added to 970 208 0.02% 0.01% 782 +37 3.97% Q4 2025 Jan 29, 2026
PCM Encore, LLC History New 961 206 0.04% — 783 +961 New Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 953 204 0.0% — 784 +953 New Q4 2025 Jan 30, 2026
Hennion & Walsh Asset Management, Inc. History New 950 203 0.01% — 786 +950 New Q4 2025 Jan 14, 2026
Eagle Capital Management, LLC History New 945 203 0.07% — 785 +945 New Q4 2025 Jan 12, 2026
HARMONY ASSET MANAGEMENT LLC History New 945 202 0.07% — 787 +945 New Q4 2025 Feb 06, 2026
Wealthcare Capital Partners, LLC History Reduced 942 202 0.09% 0.1% 788 -67 -6.64% Q4 2025 Jan 14, 2026
ZynergyRetirementPlanningLLC History Reduced 940 201 0.12% 0.13% 789 -24 -2.49% Q4 2025 Jan 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 920 197 0.0% 0.0% 790 -106 -10.33% Q4 2025 Feb 09, 2026
Winch Advisory Services, LLC History Added to 921 197 0.04% 0.04% 791 +24 2.68% Q4 2025 Feb 03, 2026
Y.D. More Investments Ltd History Reduced 909 195 0.01% 0.01% 792 -172 -15.91% Q4 2025 Jan 21, 2026
Global Trust Asset Management, LLC History Reduced 895 192 0.08% 0.21% 793 -1,310 -59.41% Q4 2025 Jan 20, 2026
Provenance Wealth Advisors, LLC History Reduced 877 188 0.02% 0.03% 794 -175 -16.63% Q4 2025 Jan 26, 2026
Newbridge Financial Services Group, Inc. History Added to 830 178 0.03% 0.02% 795 +311 59.92% Q4 2025 Jan 21, 2026
Barnes Dennig Private Wealth Management LLC History No change 831 178 0.18% 0.19% 796 0 0.0% Q4 2025 Jan 14, 2026
City State Bank History No change 815 174 0.05% 0.05% 797 0 0.0% Q4 2025 Jan 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 808 173 0.06% 0.08% 798 0 0.0% Q4 2025 Jan 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 761 163 0.13% — 799 +761 New Q4 2025 Mar 05, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 750 161 0.0% 0.0% 800 +600 400.0% Q4 2025 Feb 11, 2026