iSHARES TRUST - IUSB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 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 119,092,213 5,542,551 1.64% 1.66% 1 -4,132,358 -3.35% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 76,564,104 3,563,293 2.17% 2.27% 2 +5,199,995 7.29% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 71,877,364 3,345,172 0.06% 0.05% 3 +9,482,372 15.2% Q4 2025 Feb 12, 2026
Align Financial, LLC History New 2,850,110 2,850,110 1.65% — 4 +2,850,110 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 47,946,578 2,231,433 0.41% 0.41% 5 +1,331,490 2.86% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 45,507,455 2,117,916 0.58% 0.61% 6 +966,130 2.17% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 28,622,754 1,332,103 0.84% 0.82% 7 +2,324,731 8.84% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 24,700,344 1,149,554 0.07% 0.06% 8 +1,931,838 8.48% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 17,846,746 830,587 0.05% 0.06% 9 -1,846,647 -9.38% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 17,194,171 800,217 2.17% 2.4% 10 +85,428 0.5% Q4 2025 Jan 26, 2026
Mariner, LLC History Added to 16,120,286 750,239 0.89% 0.85% 11 +2,115,404 15.1% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 12,467,587 580,241 2.04% 2.08% 12 +363,749 3.01% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 11,112,631 517,106 0.12% 0.12% 13 +45,985 0.42% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 9,640,284 448,658 0.08% 0.08% 14 +686,685 7.67% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 9,522,893 443,195 0.48% 0.49% 15 +439,306 4.84% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 8,603,823 400,422 3.39% 3.25% 16 -323,274 -3.62% Q4 2025 Jan 05, 2026
MML INVESTORS SERVICES, LLC History Added to 7,437,955 346,162 0.84% 0.87% 17 +468,601 6.72% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 7,094,873 330,195 0.76% 0.81% 18 -192,458 -2.64% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 6,860,453 319,285 3.13% 3.2% 19 +193,248 2.9% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 4,631,033 215,527 6.42% 6.39% 20 +206,261 4.66% Q4 2025 Jan 16, 2026
Wealthspire Advisors, LLC History Added to 4,617,814 214,913 1.71% 1.07% 21 +228,371 5.2% Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History Added to 4,604,175 214,278 5.24% 5.29% 22 +381,485 9.03% Q4 2025 Feb 09, 2026
GeoWealth Management, LLC History Reduced 4,582,505 213,269 7.86% 7.81% 23 -1,885 -0.04% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,526,288 210,653 0.07% 0.06% 24 +252,840 5.92% Q4 2025 Feb 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 3,993,982 185,879 1.12% 1.31% 25 +81,437 2.08% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,973,316 184,919 0.03% — 26 +3,973,316 New Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 3,362,415 156,486 2.05% 2.22% 27 +90,301 2.76% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,121,715 145,284 0.19% 0.19% 28 +10,735 0.35% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 3,017,320 140,426 0.02% 0.02% 29 +6,537 0.22% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 2,973,204 138,407 0.2% 0.21% 30 -303,772 -9.27% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 2,839,695 132,159 4.27% 3.81% 31 +1,065,133 60.02% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History Added to 2,834,464 131,915 0.48% 0.56% 32 +207,887 7.91% Q4 2025 Feb 18, 2026
Mason & Associates, LLC History Added to 2,831,120 131,760 29.96% 28.28% 33 +395,303 16.23% Q4 2025 Jan 21, 2026
STIFEL FINANCIAL CORP History Added to 2,725,862 126,861 0.11% 0.11% 34 +200,321 7.93% Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 2,694,661 125,409 0.87% 0.75% 35 +483,836 21.88% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 2,542,432 118,324 0.65% 0.78% 36 -413,622 -13.99% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 2,496,225 116,174 0.48% — 37 +2,496,225 New Q4 2025 Feb 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,433,193 113,240 0.01% 0.01% 38 +161,786 7.12% Q4 2025 Feb 17, 2026
JB Capital LLC History Reduced 2,381,505 110,835 4.52% 5.09% 39 -144,454 -5.72% Q4 2025 Jan 20, 2026
Symmetry Partners, LLC History New 2,234,872 104,010 6.16% — 40 +2,234,872 New Q4 2025 Jan 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 1,858,116 86,674 0.15% 0.17% 41 -4,556 -0.24% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 1,797,858 83,672 0.17% 0.18% 42 +39,067 2.22% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Added to 1,703,390 79,275 0.85% 1.08% 43 +165,889 10.79% Q4 2025 Jan 23, 2026
Compass Ion Advisors, LLC History Added to 1,688,690 78,591 7.49% 7.12% 44 +107,604 6.81% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Added to 1,660,550 77,281 0.1% 0.1% 45 +117,098 7.59% Q4 2025 Feb 02, 2026
MCMORGAN & CO LLC History Added to 1,615,139 75,168 12.46% 11.49% 46 +17,815 1.12% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,607,867 74,830 0.09% 0.1% 47 +246,252 18.09% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 1,502,900 69,944 0.08% 0.08% 48 +29,271 1.99% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,498,396 69,735 0.18% 0.19% 49 +41,809 2.87% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,440,924 67,060 0.04% 0.04% 50 +6,712 0.47% Q4 2025 Feb 06, 2026
Baker Avenue Asset Management, LP History Added to 1,431,399 66,617 1.54% 1.43% 51 +152,997 11.97% Q4 2025 Feb 10, 2026
Affinity Capital Advisors, LLC History Added to 1,387,146 64,557 8.93% 9.36% 52 +83,388 6.4% Q4 2025 Jan 09, 2026
FMR LLC History Reduced 1,319,389 61,404 0.0% 0.0% 53 -74,978 -5.38% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 1,318,414 61,358 0.25% 0.26% 54 +93,300 7.62% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 1,300,226 60,598 0.32% 0.37% 55 +57,909 4.66% Q4 2025 Feb 17, 2026
Global Strategic Investment Solutions, LLC History Added to 1,226,424 57,077 5.58% 4.62% 56 +235,234 23.73% Q4 2025 Jan 29, 2026
SOFI WEALTH, LLC History Added to 1,207,399 56,192 2.8% 2.86% 57 +68,536 6.02% Q4 2025 Jan 30, 2026
NorthRock Partners, LLC History Added to 1,162,266 54,091 0.91% 0.75% 58 +274,158 30.87% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 1,129,054 52,546 0.62% 0.67% 59 -483,444 -29.98% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History Added to 1,093,577 50,895 1.66% 1.67% 60 +20,492 1.91% Q4 2025 Jan 20, 2026
Intelligence Driven Advisers, LLC History Reduced 1,042,459 48,516 6.94% 7.23% 61 -73,820 -6.61% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Added to 1,041,792 48,484 0.55% 0.55% 62 +6,181 0.6% Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History Added to 1,028,988 47,889 1.74% 1.79% 63 +13,705 1.35% Q4 2025 Feb 02, 2026
Sharkey, Howes & Javer History Reduced 1,013,565 47,171 6.0% 6.59% 64 -84,263 -7.68% Q4 2025 Jan 13, 2026
Destination Wealth Management History Added to 1,004,200 46,735 1.22% 1.23% 65 +49,755 5.21% Q4 2025 Feb 13, 2026
UNIVEST FINANCIAL Corp History Added to 996,771 46,389 2.46% 2.18% 66 +163,853 19.67% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History Added to 974,173 45,338 1.1% 1.11% 67 +2,189 0.23% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 973,755 45,318 0.29% — 68 +973,755 New Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 952,366 44,323 0.16% 0.15% 69 +37,166 4.06% Q4 2025 Jan 30, 2026
High Falls Advisors, Inc History Reduced 949,545 44,191 8.95% 9.38% 70 -26,086 -2.67% Q4 2025 Feb 18, 2026
Stash Investments, LLC History Added to 945,087 43,984 17.63% 17.48% 71 +75,005 8.62% Q4 2025 Jan 06, 2026
Stone House Investment Management, LLC History Reduced 943,025 43,888 6.81% 7.85% 72 -54,243 -5.44% Q4 2025 Jan 21, 2026
Johnson Bixby & Associates, LLC History New 928,441 43,209 5.36% — 73 +928,441 New Q4 2025 Jan 14, 2026
Icon Wealth Advisors, LLC History Reduced 921,668 42,894 2.86% 3.04% 74 -37,398 -3.9% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 914,245 42,548 0.07% 0.07% 75 +10,073 1.11% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 876,079 40,772 0.3% 0.29% 76 +73,391 9.14% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 832,390 38,739 0.79% 0.58% 77 +291,281 53.83% Q4 2025 Feb 03, 2026
Apella Capital, LLC History Added to 826,561 38,468 0.76% 0.69% 78 +164,024 24.76% Q4 2025 Jan 21, 2026
JT Stratford LLC History Added to 821,240 38,220 4.91% 2.25% 79 +461,767 128.46% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 803,996 37,417 1.36% 2.01% 80 -113,134 -12.34% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 780,869 36,341 0.52% 0.53% 81 +27,184 3.61% Q4 2025 Feb 02, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 779,202 36,264 6.11% 6.12% 82 +15,358 2.01% Q4 2025 Jan 21, 2026
Strategic Blueprint, LLC History Added to 697,416 32,457 1.91% 1.36% 83 +31,262 4.69% Q4 2025 Jan 30, 2026
ONE Advisory Partners, LLC History Added to 677,341 31,523 9.51% 9.3% 84 +29,746 4.59% Q4 2025 Jan 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 671,055 31,230 11.06% 10.36% 85 +55,428 9.0% Q4 2025 Jan 09, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 667,447 31,062 11.73% 11.89% 86 +15,550 2.39% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 640,051 29,787 1.73% 1.74% 87 +12,292 1.96% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 633,426 29,479 0.53% 0.56% 88 +50,648 8.69% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 633,336 29,475 0.52% 0.38% 89 +272,481 75.51% Q4 2025 Feb 06, 2026
Stokes Family Office, LLC History Added to 624,691 29,073 2.66% 2.5% 90 +60,368 10.7% Q4 2025 Feb 18, 2026
Summit Financial, LLC History Added to 598,936 27,874 0.41% 0.41% 91 +16,949 2.91% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 588,596 27,393 0.16% 0.14% 92 +106,209 22.02% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 584,856 27,219 0.44% 0.23% 93 +348,974 147.94% Q4 2025 Mar 12, 2026
Corient Private Wealth LLC History Added to 581,365 27,056 0.04% 0.04% 94 +15,024 2.65% Q4 2025 Mar 09, 2026
GM Advisory Group, LLC History Reduced 580,630 27,022 1.06% 1.32% 95 -84,935 -12.76% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 573,997 26,713 0.78% 0.79% 96 +53,413 10.26% Q4 2025 Feb 19, 2026
Horst & Graben Wealth Management LLC History Added to 560,025 26,066 3.93% 3.9% 97 +13,945 2.55% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 543,326 25,286 0.39% 0.4% 98 +18,631 3.55% Q4 2025 Feb 12, 2026
PAX Financial Group, LLC History Added to 532,381 24,777 4.27% 4.14% 99 +40,637 8.26% Q4 2025 Feb 05, 2026
Legacy Financial Group LLC History Reduced 533,293 24,771 3.06% 3.32% 100 -9,784 -1.8% Q4 2025 Feb 05, 2026
Brookstone Capital Management History Added to 528,556 24,599 0.28% 0.28% 101 +27,563 5.5% Q4 2025 Jan 15, 2026
Merit Financial Group, LLC History Added to 505,108 23,507 0.19% 0.13% 102 +192,575 61.62% Q4 2025 Jan 26, 2026
Skyline Advisors, Inc. History Added to 499,698 23,255 7.76% 7.64% 103 +25,146 5.3% Q4 2025 Jan 12, 2026
Keystone Financial Services History Reduced 498,246 23,188 7.0% 8.15% 104 -64,634 -11.48% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 488,091 22,715 0.26% 0.29% 105 -63,344 -11.49% Q4 2025 Jan 16, 2026
Austin Private Wealth, LLC History Added to 483,015 22,479 1.67% 1.65% 106 +17,314 3.72% Q4 2025 Jan 20, 2026
WEALTH ALLIANCE, LLC History Added to 478,439 22,266 2.18% 2.14% 107 +33,003 7.41% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 458,281 21,378 2.1% 1.99% 108 +55,448 13.76% Q4 2025 Feb 17, 2026
KWB Wealth History Reduced 456,365 21,239 2.01% 2.5% 109 -33,323 -6.8% Q4 2025 Jan 12, 2026
Spire Wealth Management History Reduced 454,080 21,132 0.71% 0.74% 110 -13,256 -2.84% Q4 2025 Jan 14, 2026
Invst, LLC History Reduced 453,941 21,126 2.3% 2.62% 111 -39,740 -8.05% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 449,436 20,901 4.24% 2.39% 112 +222,639 98.17% Q4 2025 Feb 03, 2026
Regal Investment Advisors LLC History Added to 448,866 20,890 1.25% 1.18% 113 +59,972 15.42% Q4 2025 Feb 17, 2026
Bay Harbor Wealth Management, LLC History Reduced 447,303 20,817 5.44% 5.66% 114 -891 -0.2% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Added to 438,748 20,419 0.02% 0.02% 115 +26,241 6.36% Q4 2025 Feb 06, 2026
Elevated Financial Group LLC History New 437,193 20,346 7.04% — 116 +437,193 New Q4 2025 Jan 29, 2026
BANK OF HAWAII History Reduced 408,472 19,010 0.94% 0.99% 117 -14,644 -3.46% Q4 2025 Mar 03, 2026
West Wealth Group, LLC History Added to 403,416 18,774 3.89% 4.02% 118 +23,279 6.12% Q4 2025 Jan 26, 2026
Shared Vision Wealth Group LLC History Reduced 395,131 18,464 7.48% 7.95% 119 -3,627 -0.91% Q4 2025 Feb 11, 2026
Modern Wealth Management, LLC History Added to 392,368 18,260 0.33% 0.26% 120 +111,953 39.92% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 390,480 18,172 0.55% 0.55% 121 -11,305 -2.81% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 375,619 17,481 0.03% 0.02% 122 +124,206 49.4% Q4 2025 Mar 16, 2026
PFG Advisors History Added to 374,210 17,415 0.85% 0.61% 123 +55,880 17.55% Q4 2025 Jan 27, 2026
VALLEY NATIONAL ADVISERS INC History Added to 372,447 17,333 2.4% 1.0% 124 +234,452 169.9% Q4 2025 Jan 23, 2026
CFS Investment Advisory Services, LLC History Reduced 370,207 17,229 1.26% 1.32% 125 -6,134 -1.63% Q4 2025 Feb 10, 2026
WCG Wealth Advisors LLC History Reduced 368,692 17,159 0.48% 1.26% 126 -60,032 -14.0% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 366,696 17,066 0.45% 0.47% 127 -4,664 -1.26% Q4 2025 Jan 23, 2026
Tanager Wealth Management LLP History Added to 361,795 16,837 1.68% 1.57% 128 +42,316 13.25% Q4 2025 Jan 26, 2026
5T Wealth, LLC History Added to 360,565 16,779 6.7% 7.19% 129 +7,238 2.05% Q4 2025 Jan 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 356,558 16,594 0.03% 0.01% 130 +261,101 273.53% Q4 2025 Feb 18, 2026
Firestone Capital Management History Reduced 349,346 16,258 3.45% 3.58% 131 -5,089 -1.44% Q4 2025 Feb 09, 2026
Opes Wealth Management LLC History Added to 347,916 16,191 2.64% 2.71% 132 +12,375 3.69% Q4 2025 Feb 02, 2026
One Wealth Advisors, LLC History Added to 343,351 15,979 1.95% 1.8% 133 +36,109 11.75% Q4 2025 Feb 02, 2026
Concurrent Investment Advisors, LLC History Added to 340,531 15,848 0.18% 0.14% 134 +164,782 93.76% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Reduced 336,812 15,675 0.1% 0.1% 135 -2,901 -0.85% Q4 2025 Jan 29, 2026
Forum Private Client Group LLC History Added to 336,479 15,659 5.34% 5.34% 136 +15,431 4.81% Q4 2025 Feb 06, 2026
Central Pacific Bank - Trust Division History Reduced 334,001 15,544 1.91% 1.89% 137 -285 -0.09% Q4 2025 Jan 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 329,189 15,309 1.98% 2.2% 138 -5,613 -1.68% Q4 2025 Feb 04, 2026
Private Advisor Group, LLC History Reduced 327,406 15,237 0.07% 0.08% 139 -1,579 -0.48% Q4 2025 Feb 17, 2026
Bensler, LLC History Reduced 321,687 14,971 1.5% 1.57% 140 -912 -0.28% Q4 2025 Feb 04, 2026
Elite Financial, Inc. History Added to 315,935 14,703 6.69% 6.69% 141 +3,282 1.05% Q4 2025 Feb 12, 2026
True Vision MN LLC History Added to 315,686 14,692 7.47% 7.58% 142 +4,298 1.38% Q4 2025 Jan 14, 2026
Summit Wealth Partners, LLC History Added to 311,914 14,516 2.68% 2.34% 143 +34,767 12.54% Q4 2025 Jan 27, 2026
Hoxton Planning & Management, LLC History Added to 310,069 14,430 4.31% 4.65% 144 +387 0.12% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Added to 305,803 14,232 1.94% 1.8% 145 +42,038 15.94% Q4 2025 Feb 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 305,637 14,224 1.87% 2.31% 146 -71,509 -18.96% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 303,265 14,113 0.3% 0.32% 147 -3,490 -1.14% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 301,869 14,048 0.06% 0.06% 148 -21,065 -6.52% Q4 2025 Jan 29, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 295,392 13,747 5.34% 5.26% 149 +1,005 0.34% Q4 2025 Feb 13, 2026
SWP FINANCIAL LLC History Added to 293,306 13,650 6.85% 5.89% 150 +45,587 18.4% Q4 2025 Jan 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 291,471 13,565 1.36% 1.33% 151 +18,307 6.7% Q4 2025 Jan 27, 2026
Sovran Advisors, LLC History Reduced 276,516 12,913 1.1% 1.18% 152 -8,522 -2.99% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History Added to 277,066 12,894 1.42% 1.46% 153 +745 0.27% Q4 2025 Feb 03, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 274,247 12,804 0.6% — 154 +274,247 New Q4 2025 Feb 03, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 270,537 12,590 3.61% 4.2% 155 -20,546 -7.06% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 261,845 12,186 0.25% 0.24% 156 +4,198 1.63% Q4 2025 Feb 17, 2026
Armor Investment Advisors, LLC History Reduced 256,790 11,950 4.39% 3.9% 157 -6,591 -2.5% Q4 2025 Feb 05, 2026
Simplicity Wealth,LLC History Reduced 255,317 11,882 0.71% 0.92% 158 -86,324 -25.27% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 251,027 11,682 0.17% 0.17% 159 +11,518 4.81% Q4 2025 Feb 09, 2026
J. Mark Nickell & Co. History New 250,397 11,653 10.76% — 160 +250,397 New Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History Added to 245,494 11,425 0.89% 0.91% 161 +6,382 2.67% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History Added to 243,800 11,346 0.22% 0.23% 162 +110,387 82.74% Q4 2025 Feb 11, 2026
TSA Wealth Managment LLC History Added to 238,781 11,112 3.68% 3.44% 163 +22,374 10.34% Q4 2025 Jan 22, 2026
Frisch Financial Group, Inc. History Added to 236,762 11,018 2.47% 0.24% 164 +214,244 951.43% Q4 2025 Feb 06, 2026
FINANCIAL LIFE ADVISORS History Reduced 232,615 10,825 3.34% 4.51% 165 -67,896 -22.59% Q4 2025 Jan 30, 2026
Csenge Advisory Group History Added to 224,656 10,455 0.47% 0.47% 166 +12,260 5.77% Q4 2025 Feb 06, 2026
Mosley Wealth Management History New 208,223 9,713 4.45% — 167 +208,223 New Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Added to 208,093 9,684 0.17% 0.17% 168 +8,323 4.17% Q4 2025 Jan 22, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 207,601 9,661 3.02% 2.74% 169 +30,268 17.07% Q4 2025 Jan 12, 2026
Atlatl Advisers LLC History Added to 206,076 9,590 3.68% 3.42% 170 +21,940 11.92% Q4 2025 Feb 09, 2026
Orgel Wealth Management, LLC History Reduced 203,722 9,481 0.21% 0.22% 171 -808 -0.4% Q4 2025 Jan 07, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 201,662 9,385 3.48% 3.35% 172 +14,528 7.76% Q4 2025 Feb 13, 2026
Heck Capital Advisors, LLC History Added to 200,732 9,342 0.7% 0.65% 173 +21,452 11.97% Q4 2025 Jan 16, 2026
MOULTON WEALTH MANAGEMENT, INC History New 184,615 9,319 8.83% — 174 +184,615 New Q4 2025 Jan 13, 2026
Security Financial Services, INC. History Added to 197,185 9,176 1.44% 1.48% 175 +1,355 0.69% Q4 2025 Jan 27, 2026
EWA, LLC History Reduced 197,027 9,169 2.24% 2.65% 176 -7,923 -3.87% Q4 2025 Feb 03, 2026
Cornerstone Planning Group LLC History Added to 195,060 9,105 1.42% 1.36% 177 +14,462 8.01% Q4 2025 Feb 02, 2026
Triangle Securities Wealth Management History Added to 195,115 9,080 1.91% 2.02% 178 +4,184 2.19% Q4 2025 Jan 13, 2026
Veridan Wealth LLC History Added to 191,244 8,900 2.99% 2.97% 179 +6,561 3.55% Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Reduced 190,489 8,865 0.74% 0.84% 180 -14,401 -7.03% Q4 2025 Feb 09, 2026
New Capital Management LP History Added to 185,239 8,621 2.17% 2.23% 181 +2,662 1.46% Q4 2025 Jan 20, 2026
Creative Planning History Added to 180,532 8,401 0.01% 0.01% 182 +38,292 26.92% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 179,727 8,364 1.01% 1.01% 183 +7,735 4.5% Q4 2025 Jan 13, 2026
Barnes Wealth Management Group, Inc History Added to 177,979 8,283 4.43% 4.55% 184 +1,031 0.58% Q4 2025 Feb 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 176,757 8,249 2.4% 2.55% 185 +17,235 10.8% Q4 2025 Feb 10, 2026
KICKSTAND VENTURES, LLC. History Reduced 176,557 8,216 1.73% 1.83% 186 -1,922 -1.08% Q4 2025 Jan 29, 2026
Kilter Group LLC History Added to 175,167 8,152 3.6% 3.77% 187 +4,183 2.45% Q4 2025 Feb 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 175,110 8,149 3.47% 3.64% 188 +1,256 0.72% Q4 2025 Feb 18, 2026
Ashton Thomas Private Wealth, LLC History Added to 173,428 8,071 0.2% 0.19% 189 +16,402 10.45% Q4 2025 Jan 29, 2026
Advisory Services Network, LLC History Added to 173,177 8,059 0.11% 0.11% 190 +11,417 7.06% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 171,750 7,993 0.02% 0.01% 191 +65,759 62.04% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History Added to 170,950 7,971 0.25% 0.25% 192 +10,967 6.86% Q4 2025 Jan 23, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 169,464 7,886 4.89% 4.99% 193 -2,552 -1.48% Q4 2025 Jan 12, 2026
Trivium Point Advisory, LLC History Reduced 169,420 7,884 0.79% 0.82% 194 -3,518 -2.03% Q4 2025 Jan 26, 2026
Alliance Private Wealth, LLC History New 165,748 7,702 2.68% — 195 +165,748 New Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 164,815 7,670 5.54% — 196 +164,815 New Q4 2025 Jan 15, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 164,311 7,647 0.48% 0.5% 197 +14,642 9.78% Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Added to 163,164 7,593 0.26% 0.27% 198 +1,210 0.75% Q4 2025 Jan 12, 2026
Royal Fund Management, LLC History Added to 162,128 7,546 0.69% 0.31% 199 +105,546 186.54% Q4 2025 Jan 15, 2026
Centurion Wealth Management LLC History Added to 159,063 7,402 1.62% 1.65% 200 +4,307 2.78% Q4 2025 Jan 14, 2026
Gateway Wealth Partners, LLC History Added to 157,261 7,318 0.81% 0.96% 201 +5,813 3.84% Q4 2025 Feb 11, 2026
Yukon Wealth Management, Inc. History Added to 156,663 7,276 4.19% 2.35% 202 +3,440 2.25% Q4 2025 Feb 10, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 151,828 7,066 2.11% 2.24% 203 +96 0.06% Q4 2025 Jan 26, 2026
Cypress Wealth Services, LLC History Added to 150,758 7,016 0.97% 1.09% 204 +8,799 6.2% Q4 2025 Jan 14, 2026
SAX WEALTH ADVISORS, LLC History Reduced 146,234 6,805 0.32% 0.4% 205 -14,001 -8.74% Q4 2025 Jan 12, 2026
Rothschild Wealth LLC History Reduced 143,507 6,678 0.64% 1.89% 206 -41,919 -22.61% Q4 2025 Feb 17, 2026
Davis Wealth Advisors, LLC History New 143,297 6,669 5.55% — 207 +143,297 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 142,266 6,621 0.15% 0.18% 208 -3,479 -2.39% Q4 2025 Feb 06, 2026
Randall & Associates Wealth Management History Added to 141,091 6,566 4.55% 4.59% 209 +5,638 4.16% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 140,801 6,564 0.01% 0.01% 210 +18,714 15.33% Q4 2025 Jan 08, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Reduced 135,804 6,333 3.8% 3.79% 211 -625 -0.46% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 133,489 6,212 0.16% 0.17% 212 -560 -0.42% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 132,600 6,171 0.11% 0.12% 213 +3,700 2.87% Q4 2025 Jan 07, 2026
REGIMEN WEALTH, LLC History Added to 132,525 6,167 1.8% 1.79% 214 +3,468 2.69% Q4 2025 Feb 09, 2026
EIGHT 31 FINANCIAL, LLC History Added to 130,882 6,091 3.34% 3.41% 215 +1,235 0.95% Q4 2025 Feb 12, 2026
Integrity Advisory Solutions, LLC History Added to 130,655 6,080 0.88% 0.92% 216 +7,916 6.45% Q4 2025 Feb 09, 2026
PFW Advisors LLC History Added to 129,289 6,017 1.82% 1.78% 217 +368 0.29% Q4 2025 Jan 12, 2026
Pinion Investment Advisors, LLC History Added to 128,914 5,999 1.46% 1.23% 218 +33,085 34.53% Q4 2025 Jan 29, 2026
Westside Investment Management, Inc. History Added to 126,764 5,899 0.94% 0.94% 219 +640 0.51% Q4 2025 Jan 23, 2026
NATIXIS ADVISORS, LLC History Added to 125,375 5,835 0.01% 0.01% 220 +39,280 45.62% Q4 2025 Feb 10, 2026
Daviman Financial, LLC History New 124,902 5,812 3.41% — 221 +124,902 New Q4 2025 Feb 06, 2026
Xena Financial Planning, LLC History New 124,837 5,809 6.82% — 222 +124,837 New Q4 2025 Jan 15, 2026
RCS Financial Planning, LLC History Reduced 124,165 5,778 2.49% 2.59% 223 -1,290 -1.03% Q4 2025 Jan 15, 2026
B. Riley Wealth Advisors, Inc. History Reduced 123,743 5,759 0.27% 0.28% 224 -7,927 -6.02% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 123,487 5,747 0.19% 0.2% 225 -814 -0.65% Q4 2025 Feb 17, 2026
J.M. Arbour, LLC History New 122,687 5,709 5.7% — 226 +122,687 New Q4 2025 Jan 26, 2026
BCU Wealth Advisors, LLC History Reduced 120,932 5,628 2.15% 2.39% 227 -5,410 -4.28% Q4 2025 Jan 30, 2026
Invesco Ltd. History Reduced 117,354 5,461 0.0% 0.0% 228 -14,952 -11.3% Q4 2025 Feb 19, 2026
Venturi Wealth Management, LLC History Added to 116,645 5,428 0.24% 0.25% 229 +1,381 1.2% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 115,425 5,371 0.1% 0.11% 230 +627 0.55% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Added to 115,119 5,357 0.0% 0.0% 231 +9,320 8.81% Q4 2025 Mar 25, 2026
Portfolio Resources Advisor Group, Inc. History New 113,738 5,293 5.29% — 232 +113,738 New Q4 2025 Feb 13, 2026
Vertex Planning Partners, LLC History Added to 111,394 5,184 1.2% 0.95% 233 +5,515 5.21% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 110,759 5,154 0.77% 0.64% 234 +23,015 26.23% Q4 2025 Jan 08, 2026
TWO SIGMA SECURITIES, LLC History Added to 109,122 5,078 0.7% 0.19% 235 +81,563 295.96% Q4 2025 Feb 17, 2026
LifePlan Investment Advisors, Inc. History Added to 108,937 5,069 2.06% 2.03% 236 +5,544 5.36% Q4 2025 Feb 09, 2026
ORG Partners LLC History Reduced 108,788 5,063 0.89% 0.96% 237 -2,552 -2.29% Q4 2025 Jan 14, 2026
FORTE ASSET MANAGEMENT LLC History Added to 108,157 5,033 2.29% 2.38% 238 +2,236 2.11% Q4 2025 Jan 16, 2026
Worth Financial Advisory Group, LLC History New 108,075 5,029 2.44% — 239 +108,075 New Q4 2025 Jan 16, 2026
SWMG, LLC History Reduced 107,721 5,027 1.4% 1.74% 240 -14,874 -12.13% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 106,015 4,933 0.1% 0.1% 241 +16,223 18.07% Q4 2025 Feb 13, 2026
Ignite Planners, LLC History Added to 105,342 4,914 0.75% 0.8% 242 +627 0.6% Q4 2025 Feb 06, 2026
Concorde Asset Management, LLC History Added to 101,293 4,714 1.89% 1.82% 243 +7,957 8.53% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Added to 100,112 4,659 0.01% 0.01% 244 +8,885 9.74% Q4 2025 Feb 12, 2026
Shira Ridge Wealth Management History Added to 98,238 4,571 1.84% 1.69% 245 +12,893 15.11% Q4 2025 Jan 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 97,708 4,547 0.82% 0.7% 246 +18,396 23.19% Q4 2025 Jan 14, 2026
Continuum Advisory, LLC History Added to 97,293 4,528 0.45% 0.36% 247 +23,930 32.62% Q4 2025 Feb 11, 2026
Gallagher Fiduciary Advisors, LLC History Added to 94,475 4,396 0.14% 0.04% 248 +73,965 360.63% Q4 2025 Feb 17, 2026
Park Place Capital Corp History Added to 93,826 4,366 0.91% 0.53% 249 +39,802 73.67% Q4 2025 Jan 09, 2026
J.E. Simmons & Co., P.C. History New 93,509 4,351 2.82% — 250 +93,509 New Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 91,190 4,243 0.03% 0.01% 251 +58,799 181.53% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 90,005 4,188 0.06% 0.03% 252 +51,166 131.74% Q4 2025 Feb 06, 2026
Tradition Wealth Management, LLC History Added to 89,139 4,148 0.3% 0.31% 253 +704 0.8% Q4 2025 Feb 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 89,048 4,144 2.71% 2.94% 254 -6,280 -6.59% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 88,961 4,140 0.49% 0.56% 255 -5,026 -5.35% Q4 2025 Jan 26, 2026
Redwood Investment Management, LLC History Reduced 86,649 4,033 0.45% 0.51% 256 -13,723 -13.67% Q4 2025 Feb 17, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 85,734 3,990 1.26% 0.38% 257 +51,402 149.72% Q4 2025 Feb 02, 2026
Montecito Bank & Trust History Added to 85,348 3,972 0.63% 0.44% 258 +24,750 40.84% Q4 2025 Jan 09, 2026
White Lighthouse Investment Management Inc. History Added to 85,339 3,971 0.55% 0.6% 259 +1,413 1.68% Q4 2025 Feb 09, 2026
First Heartland Consultants, Inc. History Reduced 85,192 3,964 0.3% 0.32% 260 -735 -0.86% Q4 2025 Jan 09, 2026
THEORY FINANCIAL LLC History Added to 84,657 3,956 1.33% 1.27% 261 +8,250 10.8% Q4 2025 Feb 10, 2026
GENESIS PRIVATE WEALTH, LLC History New 83,849 3,902 1.21% — 262 +83,849 New Q4 2025 Jan 08, 2026
Life Planning Partners, Inc History Reduced 81,589 3,797 2.91% 2.82% 263 -1,192 -1.44% Q4 2025 Jan 16, 2026
Richard W. Paul & Associates, LLC History Added to 80,586 3,750 1.25% 1.16% 264 +8,061 11.11% Q4 2025 Feb 12, 2026
Clear Creek Financial Management, LLC History Added to 80,533 3,748 0.31% 0.32% 265 +475 0.59% Q4 2025 Jan 23, 2026
BOS Asset Management, LLC History Reduced 79,734 3,710 0.99% 1.05% 267 -85 -0.11% Q4 2025 Jan 09, 2026
R. W. Roge & Company, Inc. History No change 79,725 3,710 1.83% 1.91% 266 0 0.0% Q4 2025 Jan 23, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 79,706 3,709 3.09% 2.78% 268 +7,534 10.44% Q4 2025 Jan 23, 2026
TMB Capital Partners, LLC History New 78,719 3,663 1.25% — 269 +78,719 New Q4 2025 Feb 19, 2026
Renasant Bank History Added to 78,618 3,658 2.48% 1.23% 270 +37,262 90.1% Q4 2025 Jan 30, 2026
Able Wealth Management LLC History Added to 78,271 3,642 1.15% 1.11% 271 +14,868 23.45% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 75,973 3,535 0.02% 0.02% 272 -249 -0.33% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 75,591 3,518 0.02% 0.02% 273 +7,669 11.29% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 75,448 3,511 0.07% 0.08% 274 +2,364 3.23% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Added to 75,276 3,503 0.12% 0.09% 275 +21,949 41.16% Q4 2025 Jan 13, 2026
Cassilly Financial Group LLC History New 74,982 3,489 3.08% — 276 +74,982 New Q4 2025 Jan 15, 2026
Waverly Advisors, LLC History Reduced 74,855 3,483 0.03% 0.04% 277 -2,372 -3.07% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Added to 74,825 3,482 0.15% 0.16% 278 +871 1.18% Q4 2025 Feb 10, 2026
ASL Financial, LLC History New 74,415 3,463 2.72% — 279 +74,415 New Q4 2025 Jan 20, 2026
KFA Private Wealth Group, LLC History Added to 74,205 3,453 0.84% 0.73% 280 +19,229 34.98% Q4 2025 Jan 07, 2026
MONEYWISE, INC. History Reduced 72,721 3,384 1.41% 1.89% 281 -16,729 -18.7% Q4 2025 Feb 05, 2026
Sunesis Advisors, LLC History Added to 72,477 3,373 1.53% 1.53% 282 +2,165 3.08% Q4 2025 Feb 02, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 72,458 3,372 0.89% 1.17% 283 -11,476 -13.67% Q4 2025 Jan 12, 2026
Sheridan Capital Management, LLC History Reduced 72,277 3,363 1.71% 1.79% 284 -453 -0.62% Q4 2025 Jan 23, 2026
Pines Wealth Management, LLC History Added to 71,041 3,306 1.07% 1.03% 285 +5,822 8.93% Q4 2025 Feb 02, 2026
Johnson Financial Group, Inc. History New 70,906 3,299 0.12% — 286 +70,906 New Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 70,095 3,262 0.2% 0.21% 287 -178 -0.25% Q4 2025 Feb 13, 2026
STRATEGY ASSET MANAGERS LLC History Added to 69,879 3,252 0.53% 0.44% 288 +17,719 33.97% Q4 2025 Feb 11, 2026
Alternative Investment Advisors, LLC. History New 69,768 3,247 1.4% — 289 +69,768 New Q4 2025 Feb 24, 2026
Chatterton & Associates Inc. History New 69,317 3,226 2.76% — 290 +69,317 New Q4 2025 Jan 20, 2026
Maia Wealth LLC History Reduced 68,635 3,218 0.55% 0.57% 291 -4,387 -6.01% Q4 2025 Feb 17, 2026
M1 Capital Management LLC History Reduced 68,734 3,198 1.33% 1.43% 292 -2,072 -2.93% Q4 2025 Feb 13, 2026
LCW Services, LLC History New 68,018 3,165 1.69% — 293 +68,018 New Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 67,683 3,149 0.0% 0.0% 294 +18,791 38.43% Q4 2025 Feb 17, 2026
Two West Capital Advisors LLC History Added to 67,273 3,130 1.82% 1.89% 295 +958 1.44% Q4 2025 Jan 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 65,235 3,036 0.15% — 296 +65,235 New Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History Added to 64,678 3,010 0.35% 0.24% 297 +34,299 112.9% Q4 2025 Feb 13, 2026
Range Financial Group LLC History Added to 64,565 3,004 1.04% 0.57% 298 +30,451 89.26% Q4 2025 Jan 15, 2026
FC Advisory LLC History Added to 64,545 3,003 0.86% 0.88% 299 +292 0.45% Q4 2025 Jan 13, 2026
Western Wealth Management, LLC History Added to 64,055 2,981 0.14% 0.15% 300 +2,347 3.8% Q4 2025 Feb 05, 2026
Aspire Private Capital, LLC History Reduced 64,040 2,980 0.66% 0.78% 301 -12,425 -16.25% Q4 2025 Jan 16, 2026
Ameritas Advisory Services, LLC History Added to 63,274 2,944 0.11% 0.01% 302 +61,183 2926.02% Q4 2025 Feb 04, 2026
EP Wealth Advisors, LLC History New 62,629 2,914 0.02% — 303 +62,629 New Q4 2025 Feb 18, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 62,526 2,909 1.09% 1.27% 304 -6,412 -9.3% Q4 2025 Jan 08, 2026
Investment Advisory Group, LLC History Added to 62,269 2,897 0.75% 0.78% 305 +1,193 1.95% Q4 2025 Jan 23, 2026
CURTIS WEALTH MANAGEMENT LLC History New 61,865 2,890 2.52% — 306 +61,865 New Q4 2025 Feb 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 61,680 2,870 0.47% 0.5% 307 +865 1.42% Q4 2025 Feb 11, 2026
Forefront Wealth Partners, LLC History Added to 61,511 2,862 1.35% 0.71% 308 +982 1.62% Q4 2025 Feb 06, 2026
Hoese & Co LLP History Reduced 61,443 2,859 2.04% 4.71% 309 -70,424 -53.41% Q4 2025 Jan 14, 2026
Retirement Wealth Solutions LLC History Reduced 61,228 2,849 1.8% 2.0% 310 -4,034 -6.18% Q4 2025 Jan 07, 2026
Seneca Financial Advisors LLC History Added to 60,822 2,830 0.86% 0.92% 311 +775 1.29% Q4 2025 Jan 26, 2026
Sound Income Strategies, LLC History Added to 60,421 2,817 0.13% 0.07% 312 +32,807 118.81% Q4 2025 Jan 21, 2026
Secure Asset Management, LLC History Added to 60,499 2,815 0.44% 0.28% 313 +23,808 64.89% Q4 2025 Jan 20, 2026
Cerity Partners LLC History Reduced 57,167 2,660 0.0% 0.01% 314 -32,203 -36.03% Q4 2025 Feb 11, 2026
SageGuard Financial Group, LLC History New 56,832 2,644 0.42% — 315 +56,832 New Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 56,304 2,629 0.01% 0.01% 316 +543 0.97% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 56,315 2,620 0.0% 0.01% 317 -3,820 -6.35% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 56,014 2,606 0.05% 0.04% 318 +5,484 10.85% Q4 2025 Feb 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 55,387 2,577 0.16% 0.13% 319 +11,420 25.97% Q4 2025 Jan 23, 2026
WealthPLAN Partners, LLC History Added to 54,632 2,542 0.38% 0.37% 320 +2,474 4.74% Q4 2025 Feb 12, 2026
Balance Wealth, LLC History Added to 54,272 2,525 0.81% 0.6% 321 +2,548 4.93% Q4 2025 Jan 21, 2026
Signal Advisors Wealth, LLC History Reduced 54,197 2,522 0.2% 0.27% 322 -8,402 -13.42% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Added to 54,321 2,506 0.06% 0.05% 323 +2,833 5.5% Q4 2025 Feb 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 53,686 2,498 0.91% 0.99% 325 +4,434 9.0% Q4 2025 Feb 12, 2026
Wealthstar Advisors, LLC History No change 53,682 2,498 1.1% 0.99% 324 0 0.0% Q4 2025 Jan 30, 2026
Tyche Wealth Partners LLC History Reduced 52,454 2,441 0.39% 0.43% 326 -557 -1.05% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 51,690 2,405 0.03% 0.03% 327 +8,235 18.95% Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Added to 51,124 2,379 0.73% 0.05% 328 +47,722 1402.76% Q4 2025 Feb 12, 2026
Emergent Wealth Advisors, LLC History Reduced 50,536 2,351 1.32% 1.49% 329 -4,382 -7.98% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Reduced 50,068 2,330 0.06% 0.07% 330 -274 -0.54% Q4 2025 Feb 06, 2026
WealthPoint Financial, LLC History New 49,952 2,324 2.02% — 331 +49,952 New Q4 2025 Feb 19, 2026
Golden State Equity Partners History Reduced 49,730 2,314 0.37% 0.39% 332 -222 -0.44% Q4 2025 Jan 29, 2026
Sovereign Financial Group, Inc. History Reduced 49,476 2,302 0.4% 0.5% 333 -7,990 -13.9% Q4 2025 Jan 07, 2026
Capital Asset Managemnet, LLC History New 49,089 2,284 2.53% — 334 +49,089 New Q4 2025 Apr 07, 2026
Columbus Macro, LLC History Added to 48,626 2,263 0.25% 0.24% 335 +3,753 8.36% Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History Added to 48,614 2,262 0.2% 0.19% 336 +2,268 4.89% Q4 2025 Jan 26, 2026
Dentgroup LLC History Reduced 47,129 2,193 1.51% 1.53% 337 -3,628 -7.15% Q4 2025 Jan 28, 2026
Sigma Planning Corp History Reduced 47,003 2,187 0.06% 0.07% 338 -2,526 -5.1% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Added to 46,596 2,173 0.08% 0.13% 339 +644 1.4% Q4 2025 Feb 13, 2026
Hamrick Investment Counsel, llc History New 46,000 2,140 1.59% — 340 +46,000 New Q4 2025 Mar 31, 2026
M Holdings Securities, Inc. History New 45,957 2,139 0.15% — 341 +45,957 New Q4 2025 Feb 11, 2026
Clearview Wealth Advisors LLC History Reduced 45,770 2,130 1.35% 1.7% 342 -11,054 -19.45% Q4 2025 Feb 17, 2026
Sculati Wealth Management, LLC History Added to 45,635 2,123 0.75% 0.49% 344 +16,163 54.84% Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Added to 45,632 2,123 0.14% 0.11% 343 +11,322 33.0% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Added to 44,765 2,083 0.05% 0.05% 345 +3,772 9.2% Q4 2025 Jan 28, 2026
Old North State Trust, LLC History New 44,522 2,072 1.23% — 346 +44,522 New Q4 2025 Mar 24, 2026
Capital Square, LLC History Added to 44,239 2,058 1.05% 0.96% 347 +3,899 9.67% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Reduced 44,201 2,057 0.06% 0.06% 348 -1,855 -4.03% Q4 2025 Feb 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 44,146 2,054 0.94% 1.06% 349 -959 -2.13% Q4 2025 Feb 17, 2026
BUSH INVESTMENT GROUP, LLC History Reduced 44,040 2,049 1.15% 1.22% 350 -88 -0.2% Q4 2025 Mar 05, 2026
DAVENPORT & Co LLC History Added to 43,418 2,020 0.01% 0.01% 351 +690 1.61% Q4 2025 Jan 12, 2026
Triad Wealth Partners, LLC History Added to 43,099 2,005 0.19% 0.07% 352 +31,649 276.41% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History Added to 42,870 1,995 0.09% 0.06% 353 +28,959 208.17% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 42,697 1,987 0.54% 0.8% 354 +1,627 3.96% Q4 2025 Feb 09, 2026
Apollon Financial, LLC History New 42,651 1,984 0.29% — 355 +42,651 New Q4 2025 Jan 22, 2026
Richmond Investment Services, LLC History Added to 42,642 1,984 0.34% 0.35% 356 +2,438 6.06% Q4 2025 Feb 12, 2026
Keebeck Wealth Management History Added to 42,625 1,983 0.23% 0.23% 357 +1,698 4.15% Q4 2025 Feb 17, 2026
W ADVISORS, LLC History Added to 42,066 1,957 0.98% 1.0% 358 +1,318 3.23% Q4 2025 Feb 13, 2026
Trust Point Inc. History Added to 41,920 1,950 0.15% 0.11% 359 +11,845 39.38% Q4 2025 Jan 13, 2026
XY Planning Network, Inc. History New 41,818 1,946 0.34% — 360 +41,818 New Q4 2025 Jan 26, 2026
Cape Investment Advisory, Inc. History Added to 41,607 1,936 0.6% 1.14% 361 +16,815 67.82% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 41,526 1,932 0.14% 0.12% 362 +8,719 26.58% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 40,943 1,905 0.11% 0.12% 363 -2,667 -6.12% Q4 2025 Jan 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 40,417 1,881 0.1% 0.06% 364 +20,889 106.97% Q4 2025 Jan 26, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 40,426 1,881 0.15% 0.14% 365 -3,228 -7.39% Q4 2025 Jan 23, 2026
Cooper Financial Group History Reduced 40,074 1,865 0.2% 0.22% 366 -2,604 -6.1% Q4 2025 Jan 08, 2026
LPWM LLC History Added to 39,030 1,816 0.46% 0.29% 367 +15,600 66.58% Q4 2025 Jan 06, 2026
Archer Investment Management, LLC History New 38,913 1,811 0.97% — 368 +38,913 New Q4 2025 Jan 12, 2026
Tempus Wealth Planning, LLC History Added to 38,874 1,809 0.41% 0.41% 369 +708 1.86% Q4 2025 Jan 16, 2026
Gen-Wealth Partners Inc History Added to 38,821 1,806 0.58% 0.46% 370 +9,526 32.52% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 38,464 1,790 0.08% 0.09% 371 -2,089 -5.15% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 37,897 1,763 0.07% 0.08% 372 -2,638 -6.51% Q4 2025 Feb 09, 2026
BCS Wealth Management History Added to 37,844 1,761 0.18% 0.2% 373 +18,922 100.0% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Added to 36,844 1,714 0.02% 0.02% 374 +1,059 2.96% Q4 2025 Feb 09, 2026
VestGen Investment Management History Reduced 36,785 1,711 0.95% 1.06% 375 -1,013 -2.68% Q4 2025 Feb 18, 2026
Legacy Wealth Partners, LLC History New 36,741 1,709 0.44% — 376 +36,741 New Q4 2025 Feb 17, 2026
KEYVANTAGE WEALTH, LLC History Reduced 36,379 1,693 0.72% 0.72% 377 -178 -0.49% Q4 2025 Feb 10, 2026
Argent Trust Co History Added to 35,354 1,645 0.06% 0.04% 378 +10,877 44.44% Q4 2025 Feb 10, 2026
ORG Wealth Partners, LLC History Reduced 35,355 1,645 0.39% 0.37% 379 -1,959 -5.25% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 35,323 1,643 0.1% 0.13% 380 -5,208 -12.85% Q4 2025 Feb 06, 2026
Resurgent Financial Advisors LLC History Added to 34,969 1,627 0.82% 0.8% 381 +151 0.43% Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 34,927 1,625 0.03% — 382 +34,927 New Q4 2025 Feb 13, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 34,717 1,615 0.83% 0.92% 383 -237 -0.68% Q4 2025 Feb 10, 2026
VISIONARY HORIZONS, LLC History Added to 34,219 1,592 0.82% 0.76% 384 +4,871 16.6% Q4 2025 Jan 23, 2026
CAP Partners, LLC History Added to 34,197 1,591 0.9% 0.87% 385 +1,212 3.67% Q4 2025 Feb 04, 2026
Argent Advisors, Inc. History Added to 33,839 1,574 0.44% 0.44% 386 +1,957 6.14% Q4 2025 Feb 11, 2026
Quotient Wealth Partners, LLC History Reduced 33,796 1,572 0.04% 0.05% 387 -4,742 -12.3% Q4 2025 Jan 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 33,375 1,553 0.02% 0.02% 388 -1,482 -4.25% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Added to 33,227 1,546 0.02% 0.0% 389 +28,697 633.49% Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Added to 32,717 1,522 0.13% 0.07% 390 +14,277 77.42% Q4 2025 Feb 13, 2026
Merkkuri Wealth Advisors LLC History Added to 32,677 1,520 1.03% 0.86% 391 +7,421 29.38% Q4 2025 Jan 29, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 32,137 1,495 0.05% 0.05% 392 -1,482 -4.41% Q4 2025 Jan 12, 2026
SUTTON PLACE INVESTORS LLC History Reduced 31,669 1,473 0.81% 0.85% 393 -275 -0.86% Q4 2025 Jan 21, 2026
Legacy Edge Advisors, LLC History New 31,496 1,465 0.16% — 394 +31,496 New Q4 2025 Feb 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 31,460 1,464 0.03% 0.02% 395 +11,754 59.65% Q4 2025 Feb 06, 2026
WORLD EQUITY GROUP, INC. History Added to 31,380 1,460 0.41% 0.32% 396 +1,602 5.38% Q4 2025 Jan 12, 2026
BridgePort Financial Solutions, LLC History Added to 31,330 1,458 0.39% 0.36% 397 +2,802 9.82% Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Reduced 31,212 1,452 0.06% 0.06% 398 -526 -1.66% Q4 2025 Feb 10, 2026
Klaas Financial Asset Advisors, LLC History Added to 30,770 1,432 0.21% 0.21% 399 +632 2.1% Q4 2025 Jan 27, 2026
RDA Financial Network History Added to 30,645 1,426 0.34% 0.35% 400 +156 0.51% Q4 2025 Jan 06, 2026
WBH ADVISORY INC History Reduced 30,435 1,416 0.1% 0.11% 401 -212 -0.69% Q4 2025 Jan 26, 2026
Foster Group, Inc. History Reduced 30,190 1,405 0.04% 0.05% 402 -526 -1.71% Q4 2025 Jan 12, 2026
Farrell Financial LLC History Added to 29,995 1,395 0.82% 0.82% 403 +1,917 6.83% Q4 2025 Jan 12, 2026
Aprio Wealth Management, LLC History Reduced 29,496 1,372 0.08% 0.16% 404 -5,762 -16.34% Q4 2025 Jan 29, 2026
Kelly Financial Services LLC History Reduced 29,464 1,371 0.34% 0.36% 405 -101 -0.34% Q4 2025 Jan 13, 2026
Latitude Advisors, LLC History Added to 29,108 1,354 0.6% 0.56% 406 +2,665 10.08% Q4 2025 Jan 27, 2026
Hobbs Wealth Management, LLC History Added to 29,032 1,351 1.32% 1.02% 407 +2,938 11.26% Q4 2025 Jan 29, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 28,801 1,340 0.29% 0.45% 408 +627 2.23% Q4 2025 Feb 12, 2026
LongView Wealth Management History Added to 28,591 1,333 0.32% 0.12% 409 +18,821 192.64% Q4 2025 Jan 13, 2026
BLALOCK WILLIAMS, LLC History Added to 28,626 1,332 1.07% 1.01% 410 +3,848 15.53% Q4 2025 Feb 02, 2026
Beacon Financial Advisory LLC History Added to 28,620 1,331 0.31% 0.3% 411 +485 1.72% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History New 28,559 1,329 0.03% — 412 +28,559 New Q4 2025 Feb 17, 2026
Vested Financial Planning, LLC History Added to 27,521 1,280 0.99% 0.73% 413 +8,185 42.33% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History Reduced 27,345 1,272 0.02% 0.02% 414 -1,490 -5.17% Q4 2025 Feb 05, 2026
Blue Capital, Inc. History Reduced 27,317 1,271 0.91% 1.21% 415 -7,605 -21.78% Q4 2025 Feb 23, 2026
MSH Capital Advisors LLC History Added to 27,242 1,267 0.27% 0.32% 416 +1,367 5.28% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Added to 27,053 1,259 0.01% 0.0% 417 +15,252 129.24% Q4 2025 Feb 17, 2026
OMNI 360 Wealth, Inc. History Reduced 26,608 1,244 0.64% 0.9% 418 -7,672 -22.38% Q4 2025 Jan 29, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 26,429 1,230 1.16% 0.93% 419 +5,602 26.9% Q4 2025 Jan 27, 2026
Keenan, LLC History New 25,968 1,208 1.06% — 420 +25,968 New Q4 2025 Mar 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 25,545 1,188 0.08% 0.08% 421 -1,097 -4.12% Q4 2025 Jan 26, 2026
ETF Portfolio Partners, Inc. History Added to 25,493 1,186 0.31% 0.32% 422 +14 0.05% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 25,474 1,185 0.04% 0.05% 423 -2,154 -7.8% Q4 2025 Feb 06, 2026
Moors & Cabot, Inc. History Added to 25,322 1,178 0.05% 0.05% 424 +721 2.93% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Added to 24,887 1,158 0.01% 0.01% 425 +1,845 8.01% Q4 2025 Feb 02, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 24,769 1,152 0.14% 0.14% 426 -414 -1.64% Q4 2025 Feb 03, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 24,642 1,146 0.21% 0.2% 427 +1,345 5.77% Q4 2025 Jan 16, 2026
Quartz Partners, LLC History Added to 24,550 1,142 0.42% 0.4% 428 +615 2.57% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 24,329 1,132 0.05% 0.08% 429 -5,711 -19.01% Q4 2025 Jan 28, 2026
Waterloo Capital, L.P. History New 24,066 1,120 0.08% — 430 +24,066 New Q4 2025 Feb 10, 2026
MN Wealth Advisors, LLC History Reduced 23,864 1,110 0.56% 0.6% 431 -106 -0.44% Q4 2025 Feb 02, 2026
Hershey Financial Advisers, LLC History Added to 23,742 1,104 0.93% 0.91% 432 +1,122 4.96% Q4 2025 Feb 18, 2026
WealthPlan Investment Management, LLC History Reduced 23,642 1,100 0.07% 0.08% 434 -1,460 -5.82% Q4 2025 Feb 05, 2026
WEDBUSH SECURITIES INC History Added to 23,639 1,100 0.03% 0.04% 433 +62 0.26% Q4 2025 Feb 12, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 23,508 1,094 0.38% 0.47% 435 -1,952 -7.67% Q4 2025 Jan 08, 2026
Valmark Advisers, Inc. History Added to 23,475 1,092 0.01% 0.01% 436 +10,397 79.5% Q4 2025 Jan 26, 2026
Petros Family Wealth, LLC History New 23,351 1,086 0.72% — 437 +23,351 New Q4 2025 Jan 14, 2026
RCW Management, LLC History New 23,295 1,084 1.09% — 438 +23,295 New Q4 2025 Jan 30, 2026
KERR FINANCIAL PLANNING Corp History Reduced 23,002 1,072 1.45% 1.53% 439 -250 -1.08% Q4 2025 Feb 10, 2026
Catalina Capital Group, LLC History Reduced 22,895 1,065 0.65% 0.68% 440 -1,105 -4.6% Q4 2025 Jan 16, 2026
LiftPoint Family Wealth Advisors LLC History New 22,817 1,061 0.91% — 442 +22,817 New Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 22,803 1,061 0.12% 0.12% 441 +171 0.76% Q4 2025 Feb 18, 2026
FWG Investments, LLC. History Added to 22,706 1,056 0.67% 0.62% 443 +3,196 16.38% Q4 2025 Jan 28, 2026
Windward Private Wealth Management Inc. History Reduced 22,680 1,055 0.37% 0.42% 444 -3,179 -12.29% Q4 2025 Feb 02, 2026
Asempa Wealth Advisors History New 22,609 1,052 0.91% — 445 +22,609 New Q4 2025 Jan 08, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 22,514 1,047 0.37% 0.37% 446 +833 3.84% Q4 2025 Feb 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 22,410 1,042 0.34% 0.59% 447 +1,974 9.66% Q4 2025 Jan 22, 2026
Keystone Wealth Services, LLC History Added to 22,382 1,041 0.22% 0.2% 448 +2,499 12.57% Q4 2025 Jan 26, 2026
Heritage Family Offices, LLP History Reduced 21,947 1,021 0.46% 0.48% 449 -255 -1.15% Q4 2025 Jan 12, 2026
Brookwood Investment Group LLC History Added to 21,913 1,019 0.12% 0.12% 450 +2,164 10.96% Q4 2025 Jan 22, 2026
NWAM LLC History Reduced 21,741 1,015 0.06% 0.08% 451 -9,458 -30.32% Q4 2025 Feb 04, 2026
CITIGROUP INC History Reduced 21,399 995 0.0% 0.0% 452 -189,059 -89.83% Q4 2025 Feb 13, 2026
Meridian Wealth Partners, LLC History Reduced 21,390 995 0.14% 0.16% 453 -4,220 -16.48% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 21,086 981 0.04% 0.04% 454 -10 -0.05% Q4 2025 Jan 21, 2026
Payne Capital LLC History Added to 21,054 979 1.0% 0.99% 455 +148 0.71% Q4 2025 Jan 20, 2026
Detalus Advisors, LLC History Added to 20,973 976 0.24% 0.25% 456 +112 0.54% Q4 2025 Feb 03, 2026
EQ LLC History Added to 20,883 971 0.28% 0.32% 457 +528 2.59% Q4 2025 Feb 10, 2026
Stirlingshire Investments, Inc. History New 20,799 969 0.86% — 458 +20,799 New Q4 2025 Feb 11, 2026
Targeted Financial Services LLC History New 20,775 966 0.83% — 459 +20,775 New Q4 2025 Mar 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 20,759 966 0.1% 0.11% 460 -436 -2.06% Q4 2025 Jan 28, 2026
Twelve Points Wealth Management LLC History Added to 20,685 965 0.22% 0.1% 461 +11,922 136.05% Q4 2025 Jan 23, 2026
WealthTrak Capital Management LLC History Added to 20,329 946 0.68% 0.73% 462 +1,239 6.49% Q4 2025 Feb 10, 2026
TSFG, LLC History Reduced 19,940 928 0.14% 0.16% 463 -996 -4.76% Q4 2025 Feb 04, 2026
ACORN CREEK CAPITAL LLC History Added to 19,744 918 0.33% 0.19% 464 +9,112 85.7% Q4 2025 Feb 02, 2026
WEALTHGARDEN F.S. LLC History Added to 19,575 914 0.6% 0.57% 465 +2,674 15.82% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Added to 19,555 910 0.03% 0.03% 466 +2,354 13.69% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 19,555 910 0.13% 0.13% 467 +2,354 13.69% Q4 2025 Jan 27, 2026
Wealth Group Ltd History Reduced 19,534 909 0.2% 0.28% 468 -5,932 -23.29% Q4 2025 Jan 12, 2026
Lifeworks Advisors, LLC History Reduced 19,490 907 0.12% 0.12% 469 -495 -2.48% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History No change 47 902 0.06% 0.08% 470 0 0.0% Q4 2025 Jan 23, 2026
Elevation Wealth Management LLC History New 19,266 896 0.86% — 471 +19,266 New Q4 2025 Feb 12, 2026
MCF Advisors LLC History New 19,115 889 0.05% — 472 +19,115 New Q4 2025 Feb 11, 2026
Insight Wealth Partners, LLC History Added to 18,706 870 0.12% 0.25% 473 +1,331 7.66% Q4 2025 Feb 17, 2026
Essential Planning, LLC. History Reduced 18,663 868 0.28% 0.33% 474 -1,721 -8.44% Q4 2025 Jan 15, 2026
Accurate Wealth Management, LLC History Reduced 18,415 859 0.11% 0.12% 475 -1,413 -7.13% Q4 2025 Jan 14, 2026
KELLY FINANCIAL GROUP LLC History Reduced 18,443 858 0.22% 0.24% 476 -1,028 -5.28% Q4 2025 Jan 23, 2026
Perennial Investment Advisors, LLC History Reduced 18,265 850 0.07% 0.07% 477 -1,054 -5.46% Q4 2025 Feb 17, 2026
GWN SECURITIES INC. History Reduced 18,221 848 0.17% 0.21% 478 -845 -4.43% Q4 2025 Feb 11, 2026
Silverleafe Capital Partners, LLC History Reduced 18,185 846 0.25% 0.49% 479 -15,893 -46.64% Q4 2025 Jan 12, 2026
Sovereign Investment Advisors, LLC History New 18,067 840 0.21% — 480 +18,067 New Q4 2025 Feb 13, 2026
NORTHLAND SECURITIES, INC. History New 17,344 807 0.77% — 481 +17,344 New Q4 2025 Jan 23, 2026
Parkway Wealth Management Group, LLC History New 17,319 806 0.11% — 482 +17,319 New Q4 2025 Feb 10, 2026
Vantus Wealth LLC History New 17,131 797 0.59% — 483 +17,131 New Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History Reduced 17,076 794 0.02% 0.03% 484 -190 -1.1% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 16,943 789 0.03% — 485 +16,943 New Q4 2025 Feb 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 16,897 786 0.06% 0.05% 486 +9 0.05% Q4 2025 Jan 23, 2026
APPLETON PARTNERS INC/MA History Reduced 16,680 776 0.05% 0.06% 487 -2,940 -14.98% Q4 2025 Jan 09, 2026
HILL ISLAND FINANCIAL LLC History Reduced 16,171 752 0.18% 0.22% 488 -2,695 -14.28% Q4 2025 Jan 22, 2026
Ascent Group, LLC History Reduced 16,176 752 0.03% 0.03% 489 -1,338 -7.64% Q4 2025 Jan 20, 2026
Scarborough Advisors, LLC History Added to 15,906 740 0.12% 0.11% 490 +2,844 21.77% Q4 2025 Feb 17, 2026
Lansing Street Advisors History Reduced 15,784 734 0.19% 0.2% 491 -536 -3.28% Q4 2025 Jan 26, 2026
Oregon Pacific Wealth Management, LLC History Added to 15,563 724 0.75% 0.52% 493 +2,588 19.95% Q4 2025 Jan 16, 2026
Avantra Family Wealth, Inc. History Reduced 15,561 724 0.53% 0.55% 492 -181 -1.15% Q4 2025 Jan 21, 2026
Prosperity Consulting Group, LLC History Added to 15,496 721 0.03% 0.02% 494 +6,482 71.91% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 15,473 720 0.04% 0.04% 495 -2,376 -13.31% Q4 2025 Feb 17, 2026
NOVUS ADVISORS, LLC History Reduced 15,483 720 1.61% 1.69% 496 -327 -2.07% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 15,311 712 0.01% 0.01% 497 -11,903 -43.74% Q4 2025 Jan 20, 2026
DAVIDSON TRUST CO History New 15,071 701 0.29% — 498 +15,071 New Q4 2025 Jan 27, 2026
Headlands Technologies LLC History New 15,050 700 0.06% — 499 +15,050 New Q4 2025 Feb 13, 2026
Vantage Financial Partners, LLC History Reduced 15,048 700 0.14% 0.15% 500 -50 -0.33% Q4 2025 Feb 03, 2026
GatePass Capital, LLC History Reduced 14,928 694 0.36% 1.02% 501 -23,023 -60.67% Q4 2025 Feb 09, 2026
Opal Wealth Advisors, LLC History Added to 14,903 693 0.18% 0.06% 502 +9,931 199.74% Q4 2025 Jan 26, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 14,647 681 0.11% 0.11% 503 +936 6.83% Q4 2025 Jan 28, 2026
UPTICK PARTNERS, LLC History Added to 14,561 677 0.14% 0.06% 504 +9,629 195.24% Q4 2025 Feb 02, 2026
Gotham Asset Management, LLC History Added to 14,501 674 0.0% 0.0% 505 +1,613 12.52% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Added to 14,481 673 0.01% 0.01% 506 +2,447 20.33% Q4 2025 Jan 13, 2026
AdvisorNet Financial, Inc History Added to 14,432 671 0.04% 0.03% 507 +1,479 11.42% Q4 2025 Jan 20, 2026
Inspire Advisors, LLC History Added to 14,354 668 0.06% 0.04% 508 +6,249 77.1% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 14,279 664 0.07% 0.07% 509 +644 4.72% Q4 2025 Feb 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 14,077 662 0.65% — 510 +14,077 New Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Reduced 14,196 660 0.24% 0.26% 511 -347 -2.39% Q4 2025 Jan 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 14,178 659 0.08% 0.08% 512 +31 0.22% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Reduced 14,020 652 0.02% 0.02% 513 -149 -1.05% Q4 2025 Jan 20, 2026
Dynamic Advisor Solutions LLC History Reduced 13,849 644 0.02% 0.02% 514 -1,403 -9.2% Q4 2025 Jan 09, 2026
Valpey Financial Services, LLC History Added to 13,795 642 0.41% 0.42% 516 +142 1.04% Q4 2025 Mar 04, 2026
Edge Financial Advisors LLC History No change 13,810 642 0.27% 0.29% 515 0 0.0% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 13,646 635 0.03% 0.03% 517 -208 -1.5% Q4 2025 Jan 21, 2026
Tarbox Family Office, Inc. History Reduced 13,617 633 0.1% 0.11% 518 -3,096 -18.52% Q4 2025 Jan 21, 2026
CFO4Life Group, LLC History Reduced 13,587 632 0.09% 0.1% 519 -431 -3.07% Q4 2025 Feb 06, 2026
17 CAPITAL PARTNERS, LLC History Added to 13,558 630 0.32% 0.22% 520 +5,077 59.86% Q4 2025 Feb 13, 2026
LifeGoal Investments, LLC History Added to 13,334 617 0.41% 0.43% 521 +2,150 19.22% Q4 2025 Jan 15, 2026
FLP Wealth Management, LLC History Reduced 2,187 614 1.45% 1.19% 522 -6,907 -75.95% Q4 2025 Jan 20, 2026
Ethos Capital Management, Inc. History New 13,024 606 0.57% — 524 +13,024 New Q4 2025 Jan 21, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 13,027 606 0.04% 0.04% 523 +796 6.51% Q4 2025 Jan 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,989 604 0.01% 0.01% 525 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Family Advisors, LLC History Reduced 12,889 599 0.26% 0.3% 526 -1,917 -12.95% Q4 2025 Feb 17, 2026
Semus Wealth Partners LLC History Reduced 12,859 598 0.32% 0.4% 527 -2,193 -14.57% Q4 2025 Jan 27, 2026
Capital Management Associates, Inc History New 12,495 581 0.13% — 528 +12,495 New Q4 2025 Jan 21, 2026
Roger Wittlin Investment Advisory, LLC History Added to 12,448 579 0.4% 0.32% 529 +172 1.4% Q4 2025 Jan 20, 2026
Precision Wealth Strategies, LLC History Added to 12,406 577 0.19% 0.12% 530 +4,644 59.83% Q4 2025 Jan 30, 2026
TrueWealth Advisors, LLC History Added to 12,314 573 0.15% 0.14% 531 +1,534 14.23% Q4 2025 Jan 07, 2026
IHT Wealth Management, LLC History Added to 12,276 571 0.01% 0.01% 532 +1,812 17.32% Q4 2025 Feb 17, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 11,845 551 1.06% 0.63% 533 +1,064 9.87% Q4 2025 Jan 21, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 11,832 550 0.02% 0.02% 534 +154 1.32% Q4 2025 Jan 27, 2026
PFG Investments, LLC History New 11,758 547 0.03% — 536 +11,758 New Q4 2025 Jan 26, 2026
Empirical Asset Management, LLC History Reduced 11,761 547 0.15% 0.16% 535 -830 -6.59% Q4 2025 Feb 06, 2026
LANE BROTHERS & CO INC History New 11,734 546 0.4% — 537 +11,734 New Q4 2025 Mar 13, 2026
FLAGSTAR ADVISORS INC History Added to 11,710 544 0.18% 0.14% 538 +1,605 15.88% Q4 2025 Jan 13, 2026
Aegis Wealth Management, Inc. History New 11,676 543 0.43% — 539 +11,676 New Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 11,633 541 0.0% 0.0% 540 -296 -2.48% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 11,583 539 0.0% — 541 +11,583 New Q4 2025 Feb 18, 2026
Fulcrum Equity Management History Added to 11,581 538 0.51% 0.52% 542 +505 4.56% Q4 2025 Jan 06, 2026
GC Wealth Management RIA, LLC History Added to 11,354 528 0.02% 0.02% 543 +34 0.3% Q4 2025 Jan 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 11,093 516 0.0% 0.0% 544 +3,062 38.13% Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History New 11,007 512 0.01% — 545 +11,007 New Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History New 10,939 509 0.01% — 546 +10,939 New Q4 2025 Feb 02, 2026
Rehmann Capital Advisory Group History Reduced 10,921 508 0.03% 0.03% 547 -15 -0.14% Q4 2025 Mar 04, 2026
TFB Advisors LLC History Reduced 10,887 506 0.14% 0.16% 549 -796 -6.81% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 10,893 506 0.06% 0.06% 548 0 0.0% Q4 2025 Feb 17, 2026
Coordinated Financial Services, Inc. History Added to 10,845 504 0.29% 0.31% 550 +406 3.89% Q4 2025 Feb 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 10,828 503 0.03% 0.04% 551 -3,136 -22.46% Q4 2025 Feb 17, 2026
Van Diest Capital, LLC History New 10,635 494 0.74% — 552 +10,635 New Q4 2025 Feb 19, 2026
Prospera Financial Services Inc History Reduced 10,497 489 0.01% 0.01% 553 -1,290 -10.94% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Reduced 10,460 486 0.01% 0.01% 554 -7,584 -42.03% Q4 2025 Feb 13, 2026
Western Financial Corp/CA History Reduced 10,457 486 0.19% 0.24% 555 -1,127 -9.73% Q4 2025 Jan 21, 2026
Kingdom Financial Group LLC. History New 10,391 483 0.15% — 556 +10,391 New Q4 2025 Feb 06, 2026
AMERIFLEX GROUP, INC. History Added to 10,264 477 0.25% 0.09% 557 +5,022 95.8% Q4 2025 Feb 18, 2026
Prosperity Planning, Inc. History Reduced 10,247 476 0.12% 0.13% 558 -349 -3.29% Q4 2025 Jan 14, 2026
SFMG, LLC History Added to 10,175 473 0.03% 0.03% 559 +1,006 10.97% Q4 2025 Feb 10, 2026
Blueprint Investment Partners LLC History Reduced 10,145 472 0.05% 0.08% 561 -2,186 -17.73% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 10,151 472 0.01% 0.01% 560 -217 -2.09% Q4 2025 Feb 05, 2026
Hirtle Callaghan & Co LLC History New 10,100 470 0.02% — 563 +10,100 New Q4 2025 Feb 04, 2026
StoneX Group Inc. History Reduced 10,116 470 0.02% 0.03% 562 -4,223 -29.45% Q4 2025 Feb 12, 2026
Ridgeline Wealth, LLC History No change 10,014 466 0.32% 0.34% 564 0 0.0% Q4 2025 Jan 08, 2026
Baltimore-Washington Financial Advisors, Inc. History New 9,962 463 0.02% — 565 +9,962 New Q4 2025 Feb 13, 2026
Spinnaker Investment Group, LLC History Reduced 9,923 461 0.08% 0.09% 566 -179 -1.77% Q4 2025 Jan 12, 2026
Freedom Investment Management, Inc. History Reduced 9,719 452 0.13% 0.13% 567 -793 -7.54% Q4 2025 Feb 06, 2026
PKS Advisory Services, LLC History Added to 9,698 451 0.1% 0.08% 568 +1,144 13.37% Q4 2025 Feb 02, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 9,401 437 0.36% 0.14% 569 +6,564 231.37% Q4 2025 Feb 10, 2026
CONNABLE OFFICE INC History New 9,375 436 0.04% — 570 +9,375 New Q4 2025 Feb 03, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 9,288 432 0.01% 0.01% 571 -516 -5.26% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 9,256 430 0.0% 1.14% 572 +3,985 75.6% Q4 2025 Feb 17, 2026
A4 Wealth Advisors LLC History Added to 9,215 428 0.37% 0.31% 573 +1,407 18.02% Q4 2025 Feb 13, 2026
Cogent Private Wealth, Inc. History New 9,147 425 0.32% — 574 +9,147 New Q4 2025 Feb 10, 2026
New Republic Capital, LLC History Added to 9,085 422 0.11% 0.12% 575 +978 12.06% Q4 2025 Feb 10, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 9,005 419 0.12% 0.28% 576 -10,387 -53.56% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History New 8,948 416 0.0% — 577 +8,948 New Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 8,886 413 0.02% 0.02% 578 -4,652 -34.36% Q4 2025 Feb 17, 2026
Alta Wealth Advisors LLC History New 8,745 406 0.14% — 579 +8,745 New Q4 2025 Feb 03, 2026
SPINNAKER TRUST History Reduced 8,593 399 0.02% 0.02% 580 -789 -8.41% Q4 2025 Feb 10, 2026
Genesis Wealth Advisors, LLC History Added to 8,533 397 0.27% 0.28% 581 +2 0.02% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 8,540 396 0.05% — 582 +8,540 New Q4 2025 Feb 17, 2026
Family Capital Trust Co History No change 8,502 395 0.13% 0.13% 583 0 0.0% Q4 2025 Jan 27, 2026
TRUE Private Wealth Advisors History Added to 8,452 393 0.04% 0.04% 584 +82 0.98% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 8,432 392 0.0% 0.0% 585 +236 2.88% Q4 2025 Feb 04, 2026
CENTAURUS FINANCIAL, INC. History Reduced 8,361 389 0.02% 0.02% 586 -2,671 -24.21% Q4 2025 Feb 13, 2026
Shepherd Street Advisors LLC History New 8,348 388 0.37% — 587 +8,348 New Q4 2025 Feb 10, 2026
HOWE & RUSLING INC History Added to 8,329 387 0.03% 0.03% 588 +215 2.65% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Added to 8,239 384 0.04% 0.04% 589 +887 12.06% Q4 2025 Feb 03, 2026
Madison Wealth Partners, Inc History Added to 8,006 372 0.07% 0.04% 590 +3,482 76.97% Q4 2025 Feb 10, 2026
TCP Asset Management, LLC History No change 7,818 363 0.06% 0.07% 591 0 0.0% Q4 2025 Jan 07, 2026
Kathmere Capital Management, LLC History Added to 7,775 361 0.02% 0.03% 592 +110 1.44% Q4 2025 Jan 13, 2026
SC&H Financial Advisors, Inc. History Added to 7,727 359 0.06% 0.06% 593 +31 0.4% Q4 2025 Jan 21, 2026
CBM Financial, LLC History New 7,601 357 0.24% — 595 +7,601 New Q4 2025 Feb 19, 2026
CHOREO, LLC History Reduced 7,669 357 0.0% 0.01% 594 -4,150 -35.11% Q4 2025 Jan 23, 2026
Koshinski Asset Management, Inc. History Reduced 7,663 356 0.02% 0.03% 596 -795 -9.4% Q4 2025 Feb 03, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 7,613 354 0.05% 0.11% 597 -8,791 -53.59% Q4 2025 Feb 06, 2026
Meridian Wealth Management, LLC History Reduced 7,600 353 0.01% 0.02% 598 -982 -11.44% Q4 2025 Feb 04, 2026
Bridgewealth Advisory Group, LLC History Reduced 7,575 352 0.08% 0.09% 599 -654 -7.95% Q4 2025 Feb 04, 2026
Brand Asset Management Group, Inc. History Added to 7,532 350 0.1% 0.07% 600 +2,224 41.9% Q4 2025 Feb 11, 2026
Midwest Heritage Bank, FSB History Reduced 7,533 350 0.12% 0.16% 601 -2,035 -21.27% Q4 2025 Feb 04, 2026
Fisher Asset Management, LLC History Reduced 7,471 347 0.0% 0.0% 602 -2,605 -25.85% Q4 2025 Feb 09, 2026
City State Bank History Reduced 7,477 347 0.1% 0.13% 603 -1,809 -19.48% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 7,424 345 0.02% 0.02% 604 +753 11.29% Q4 2025 Feb 03, 2026
BAM Wealth Management, LLC History Added to 7,395 344 0.25% 0.23% 605 +1,087 17.23% Q4 2025 Jan 20, 2026
Syntegra Private Wealth Group, LLC History Added to 7,364 342 0.03% 0.03% 606 +788 11.98% Q4 2025 Feb 10, 2026
Global Financial Private Client, LLC History Reduced 7,352 342 0.12% 0.13% 607 -242 -3.19% Q4 2025 Jan 27, 2026
Keystone Financial Group History Added to 7,340 341 0.03% 0.03% 608 +20 0.27% Q4 2025 Feb 06, 2026
NOVEM GROUP History Added to 7,043 327 0.04% 0.04% 609 +198 2.89% Q4 2025 Jan 27, 2026
Independent Wealth Network Inc. History Added to 7,020 326 0.1% 0.07% 611 +2,108 42.92% Q4 2025 Jan 26, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 7,005 326 0.18% 0.19% 610 -325 -4.43% Q4 2025 Feb 18, 2026
Torrey-Payne Wealth Management, LLC History New 6,976 325 0.29% — 612 +6,976 New Q4 2025 Feb 19, 2026
Trilogy Capital Inc. History Added to 6,971 324 0.01% 0.01% 613 +311 4.67% Q4 2025 Jan 22, 2026
Beacon Pointe Advisors, LLC History Added to 6,909 321 0.0% 0.0% 614 +1,291 22.98% Q4 2025 Feb 18, 2026
Flagship Private Wealth, LLC History New 6,894 320 0.13% — 616 +6,894 New Q4 2025 Feb 04, 2026
Oxinas Partners, LLC History Added to 6,896 320 0.15% 0.16% 615 +373 5.72% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 6,837 318 0.01% — 617 +6,837 New Q4 2025 Feb 13, 2026
ETF Store, Inc. History Added to 6,838 318 0.32% 0.33% 618 +172 2.58% Q4 2025 Jan 22, 2026
PUREfi Wealth, LLC History Reduced 6,774 315 0.24% 0.27% 619 -733 -9.76% Q4 2025 Jan 12, 2026
Acorn Wealth Advisors, LLC History Reduced 6,757 314 0.09% 0.2% 622 -6,598 -49.4% Q4 2025 Feb 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 6,762 314 0.05% 0.04% 621 +692 11.4% Q4 2025 Feb 03, 2026
Valtrion Capital Management, LLC History Added to 6,758 314 0.31% 0.31% 623 +626 10.21% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Added to 6,767 314 0.02% 0.02% 620 +76 1.14% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 6,730 313 0.0% 0.0% 624 +1,010 17.66% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 6,742 313 0.0% 0.0% 625 +646 10.6% Q4 2025 Jan 28, 2026
Apex Wealth Management, LLC History Reduced 6,669 310 0.31% 0.22% 626 -5 -0.07% Q4 2025 Jan 26, 2026
Balboa Wealth Partners History No change 6,637 308 0.05% 0.05% 627 0 0.0% Q4 2025 Jan 16, 2026
Arlington Trust Co LLC History No change 6,492 302 0.03% 0.05% 628 0 0.0% Q4 2025 Jan 30, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 6,376 296 0.02% 0.02% 629 -100 -1.54% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History New 6,223 289 0.0% — 630 +6,223 New Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,223 289 0.0% 0.01% 631 -4,870 -43.9% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Reduced 6,196 288 0.05% 0.06% 632 -307 -4.72% Q4 2025 Jan 30, 2026
Bellwether Advisors, LLC History Reduced 6,105 284 0.05% 0.06% 633 -1,426 -18.94% Q4 2025 Feb 09, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 6,098 283 0.08% 0.07% 634 +1,379 29.22% Q4 2025 Feb 05, 2026
180 WEALTH ADVISORS, LLC History Added to 6,063 282 0.03% 0.03% 635 +156 2.64% Q4 2025 Jan 09, 2026
Procyon Advisors, LLC History New 5,923 275 0.01% — 636 +5,923 New Q4 2025 Jan 07, 2026
Sunbelt Securities, Inc. History Reduced 5,895 274 0.02% 0.02% 637 -1,178 -16.65% Q4 2025 Feb 20, 2026
HORAN Wealth, LLC History Added to 5,882 273 0.04% 0.04% 638 +291 5.2% Q4 2025 Feb 04, 2026
PACIFIC FINANCIAL GROUP INC History New 5,854 272 0.15% — 639 +5,854 New Q4 2025 Feb 17, 2026
Tennessee Valley Asset Management Partners History Reduced 5,847 272 0.04% 0.05% 640 -2,088 -26.31% Q4 2025 Feb 05, 2026
Winter & Associates, Inc. History New 5,839 271 0.25% — 641 +5,839 New Q4 2025 Feb 13, 2026
Darden Wealth Group Inc History Reduced 5,796 269 0.13% 0.14% 642 -5 -0.09% Q4 2025 Feb 09, 2026
BEACON FINANCIAL GROUP History New 5,767 268 0.03% — 643 +5,767 New Q4 2025 Apr 01, 2026
Brio Consultants, LLC History Added to 5,754 267 0.03% 0.04% 644 +9 0.16% Q4 2025 Feb 04, 2026
Centennial Advisors, LLC History New 5,719 266 0.35% — 645 +5,719 New Q4 2025 Jan 22, 2026
Axis Wealth Partners, LLC History New 5,713 265 0.15% — 648 +5,713 New Q4 2025 Jan 30, 2026
Pointe Capital Management LLC History New 5,710 265 0.13% — 647 +5,710 New Q4 2025 Feb 17, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 5,699 265 0.03% 0.03% 646 0 0.0% Q4 2025 Feb 03, 2026
Riverbend Wealth Management, LLC History Reduced 5,631 262 0.16% 0.21% 649 -726 -11.42% Q4 2025 Jan 29, 2026
Pinnacle Bancorp, Inc. History No change 5,604 260 0.08% 0.08% 650 0 0.0% Q4 2025 Jan 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History New 5,544 258 0.0% — 651 +5,544 New Q4 2025 Feb 13, 2026
Northstar Financial Companies, Inc. History New 5,535 257 0.2% — 653 +5,535 New Q4 2025 Feb 09, 2026
M3 Wealth Management, LLC History New 5,535 257 0.2% — 654 +5,535 New Q4 2025 Feb 09, 2026
Impact Capital Partners LLC History Added to 5,535 257 0.08% 0.07% 652 +651 13.33% Q4 2025 Jan 07, 2026
Successful Portfolios LLC History Reduced 5,491 256 0.13% 0.16% 655 -379 -6.46% Q4 2025 Jan 23, 2026
Snider Financial Group History Reduced 5,414 251 0.07% 0.08% 656 -1,166 -17.72% Q4 2025 Jan 21, 2026
BDFS Capital LLC History New 5,386 250 0.13% — 657 +5,386 New Q4 2025 Feb 26, 2026
Talisman Wealth Advisors LLC History New 5,115 249 0.19% — 659 +5,115 New Q4 2025 Feb 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,364 249 0.0% 0.01% 658 -518 -8.81% Q4 2025 Feb 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 5,285 245 0.01% — 660 +5,285 New Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Reduced 5,256 244 0.0% 0.0% 661 -225 -4.11% Q4 2025 Feb 03, 2026
Bison Wealth, LLC History New 5,282 242 0.03% — 663 +5,282 New Q4 2025 Mar 24, 2026
Wilmington Savings Fund Society, FSB History Added to 5,211 242 0.01% 0.0% 662 +1,284 32.7% Q4 2025 Feb 12, 2026
Fermata Advisors, LLC History No change 5,214 242 0.06% 0.06% 664 0 0.0% Q4 2025 Jan 08, 2026
Second Line Capital, LLC History New 5,178 240 0.05% — 666 +5,178 New Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 5,158 240 0.0% 0.0% 665 -497 -8.79% Q4 2025 Feb 13, 2026
FIRST FOUNDATION ADVISORS History New 5,138 239 0.01% — 667 +5,138 New Q4 2025 Feb 04, 2026
DecisionMap Wealth Management, LLC History Added to 5,121 238 0.15% 0.14% 668 +387 8.17% Q4 2025 Jan 07, 2026
Members Trust Co History No change 5,100 237 0.01% 0.01% 669 0 0.0% Q4 2025 Jan 15, 2026
Arlington Financial Advisors, LLC History Reduced 5,062 235 0.03% 0.04% 670 -251 -4.72% Q4 2025 Jan 12, 2026
Altiora Financial Group, LLC History No change 4,964 231 0.04% 0.04% 671 0 0.0% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Reduced 4,947 230 0.01% 0.01% 672 -36 -0.72% Q4 2025 Jan 06, 2026
Professional Financial Advisors, LLC History Added to 4,885 227 0.05% 0.05% 673 +8 0.16% Q4 2025 Jan 15, 2026
Balefire, LLC History Reduced 4,858 226 0.04% 0.05% 674 -63 -1.28% Q4 2025 Jan 12, 2026
Facet Wealth, Inc. History New 4,841 225 0.0% — 675 +4,841 New Q4 2025 Jan 29, 2026
Beverly Hills Private Wealth, LLC History Reduced 4,792 223 0.04% 0.04% 676 -168 -3.39% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History New 4,778 222 0.02% — 677 +4,778 New Q4 2025 Jan 12, 2026
Destiny Wealth Partners, LLC History Reduced 4,749 221 0.03% 0.03% 678 -1,346 -22.08% Q4 2025 Feb 03, 2026
VestGen Advisors, LLC History New 4,741 220 0.01% — 680 +4,741 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 4,730 220 0.01% 0.01% 679 -2,566 -35.17% Q4 2025 Feb 09, 2026
PMG Wealth Management, Inc. History No change 4,728 220 0.16% 0.17% 681 0 0.0% Q4 2025 Jan 23, 2026
Quad-Cities Investment Group, LLC History Added to 4,720 219 0.09% 0.09% 682 +127 2.77% Q4 2025 Jan 14, 2026
Atlas Brown,Inc. History Reduced 4,666 217 0.06% 0.08% 683 -1,155 -19.84% Q4 2025 Jan 09, 2026
SOROS CAPITAL MANAGEMENT LLC History No change 4,668 217 0.06% 0.05% 684 0 0.0% Q4 2025 Feb 17, 2026
Investment Research Partners LLC History No change 4,684 217 0.09% 0.1% 685 0 0.0% Q4 2025 Feb 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,654 216 0.04% — 687 +4,654 New Q4 2025 Feb 12, 2026
Cadence Bank History Added to 4,659 216 0.01% 0.01% 686 +132 2.92% Q4 2025 Jan 30, 2026
Capital Developers, LLC History New 4,538 211 0.19% — 688 +4,538 New Q4 2025 Jan 30, 2026
Magnus Financial Group LLC History New 4,506 209 0.02% — 689 +4,506 New Q4 2025 Jan 07, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 4,462 207 0.0% 0.0% 690 +2,018 82.57% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History No change 4,450 207 0.01% 0.02% 691 0 0.0% Q4 2025 Feb 09, 2026
Magnolia Private Wealth, LLC History Reduced 4,425 205 0.14% 0.16% 693 -229 -4.92% Q4 2025 Feb 06, 2026
JGP Wealth Management, LLC History No change 4,408 205 0.02% 0.02% 692 0 0.0% Q4 2025 Jan 12, 2026
Sequent Planning LLC History New 4,392 204 0.05% — 695 +4,392 New Q4 2025 Feb 05, 2026
XML Financial, LLC History Added to 4,390 204 0.02% 0.02% 694 +61 1.41% Q4 2025 Feb 11, 2026
Financial Sense Advisors, Inc. History Reduced 4,365 203 0.04% 0.04% 696 -582 -11.76% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History New 4,346 202 0.0% — 697 +4,346 New Q4 2025 Jan 29, 2026
Gilbert & Cook, Inc. History No change 4,344 202 0.03% 0.03% 698 0 0.0% Q4 2025 Jan 07, 2026
PATTEN & PATTEN INC/TN History No change 4,317 200 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 03, 2026
EHRLICH FINANCIAL GROUP History No change 4,307 200 0.11% 0.12% 700 0 0.0% Q4 2025 Jan 06, 2026
Corsicana & Co. History Reduced 4,275 198 0.11% 0.11% 701 -112 -2.55% Q4 2025 Jan 07, 2026
Wells Financial Advisors INC History Reduced 4,220 196 0.37% 0.99% 703 -11,680 -73.46% Q4 2025 Feb 02, 2026
Founders Financial Alliance, LLC History Reduced 4,229 196 0.04% 0.05% 702 -1,032 -19.62% Q4 2025 Feb 12, 2026
Merited Wealth, LLC History New 3,927 182 0.17% — 704 +3,927 New Q4 2025 Mar 26, 2026
MidAtlantic Capital Management, Inc. History New 3,867 179 0.11% — 705 +3,867 New Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 3,697 172 0.0% — 706 +3,697 New Q4 2025 Feb 11, 2026
MeadowBrook Investment Advisors LLC History No change 3,266 152 0.13% 0.13% 707 0 0.0% Q4 2025 Jan 14, 2026
Financial Management Professionals, Inc. History No change 3,243 150 0.02% 0.02% 708 0 0.0% Q4 2025 Jan 27, 2026
Indiana Trust & Investment Management Co History No change 3,071 142 0.04% 0.04% 709 0 0.0% Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Added to 2,817 131 0.12% 0.08% 710 +894 46.49% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Reduced 2,808 130 0.0% 0.0% 711 -1,084 -27.85% Q4 2025 Feb 02, 2026
Colonial Trust Co / SC History No change 2,809 130 0.02% 0.02% 712 0 0.0% Q4 2025 Feb 12, 2026
Finley Financial, LLC History No change 2,700 125 0.06% 0.06% 713 0 0.0% Q4 2025 Jan 21, 2026
CVA Family Office, LLC History Added to 2,675 124 0.01% 0.01% 714 +627 30.62% Q4 2025 Jan 12, 2026
OPTIMA CAPITAL LLC History New 2,603 121 0.05% — 715 +2,603 New Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,563 119 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 13, 2026
Lloyd Advisory Services, LLC. History New 2,530 117 0.05% — 717 +2,530 New Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 2,508 116 0.1% — 719 +2,508 New Q4 2025 Feb 10, 2026
Key Capital Management, INC History New 2,507 116 0.11% — 720 +2,507 New Q4 2025 Jan 26, 2026
Rialto Wealth Management, LLC History Reduced 2,512 116 0.03% 0.04% 718 -1,100 -30.45% Q4 2025 Jan 12, 2026
TOMPKINS FINANCIAL CORP History Added to 2,484 115 0.01% 0.01% 721 +749 43.17% Q4 2025 Jan 08, 2026
New Millennium Group LLC History Reduced 2,344 109 0.05% 0.05% 722 -47 -1.97% Q4 2025 Feb 06, 2026
BOK Financial Private Wealth, Inc. History Reduced 2,316 107 0.01% 0.01% 723 -1,971 -45.98% Q4 2025 Feb 06, 2026
Key FInancial Inc History Added to 2,313 107 0.02% 0.01% 725 +982 73.78% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,314 107 0.01% 0.01% 724 +106 4.8% Q4 2025 Jan 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,235 104 0.0% — 726 +2,235 New Q4 2025 Feb 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,200 102 0.01% 0.01% 727 0 0.0% Q4 2025 Jan 14, 2026
SHP Wealth Management History New 1,872 87 0.01% — 728 +1,872 New Q4 2025 Mar 04, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,813 84 0.01% — 729 +1,813 New Q4 2025 Feb 13, 2026
WEST PACES ADVISORS INC. History New 1,732 80 0.02% — 730 +1,732 New Q4 2025 Jan 21, 2026
Northwest Capital Management Inc History Reduced 1,710 79 0.34% 0.41% 731 -6,570 -79.35% Q4 2025 Jan 26, 2026
GoalVest Advisory LLC History No change 1,625 75 0.01% 0.02% 732 0 0.0% Q4 2025 Jan 05, 2026
Birchwood Financial Partners, Inc. History New 1,498 69 0.07% — 733 +1,498 New Q4 2025 Feb 19, 2026
Private Wealth Asset Management, LLC History No change 1,474 68 0.01% 0.01% 734 0 0.0% Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Added to 1,451 67 0.01% 0.0% 736 +339 30.49% Q4 2025 Feb 26, 2026
SouthState Bank Corp History No change 1,454 67 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 1,418 66 0.04% — 737 +1,418 New Q4 2025 Feb 17, 2026
Investors Research Corp History No change 1,391 64 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 06, 2026
Financial Gravity Asset Management, Inc. History Reduced 1,367 63 0.01% 0.02% 739 -952 -41.05% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,334 62 0.03% 0.04% 740 0 0.0% Q4 2025 Feb 17, 2026
Ransom Advisory, Ltd History New 1,225 57 0.02% — 741 +1,225 New Q4 2025 Jan 06, 2026
Nemes Rush Group LLC History New 1,224 56 0.01% — 742 +1,224 New Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Reduced 1,172 54 0.01% 0.01% 743 -242 -17.11% Q4 2025 Feb 13, 2026
Compass Financial Services Inc History No change 1,110 51 0.02% 0.02% 744 0 0.0% Q4 2025 Feb 27, 2026
FRANKLIN RESOURCES INC History No change 1,050 48 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 11, 2026
AlphaCore Capital LLC History No change 1,029 47 0.0% 0.0% 746 0 0.0% Q4 2025 Feb 05, 2026
FAS Wealth Partners, Inc. History Reduced 994 46 0.0% 0.0% 747 -58 -5.51% Q4 2025 Feb 18, 2026
Wealth Enhancement Trust Services, Inc. History New 985 45 0.01% — 748 +985 New Q4 2025 Jan 27, 2026
CX Institutional History Added to 907 42 0.0% 0.0% 749 +13 1.45% Q4 2025 Feb 02, 2026
REAP Financial Group, LLC History Reduced 870 40 0.01% 0.01% 750 -342 -28.22% Q4 2025 Feb 10, 2026
Greykasell Wealth Strategies, Inc. History Reduced 808 37 0.01% 0.13% 752 -5,664 -87.52% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 797 37 0.0% 0.0% 751 0 0.0% Q4 2025 Feb 12, 2026
FIRST FINANCIAL CORP /IN/ History No change 767 35 0.01% 0.01% 753 0 0.0% Q4 2025 Jan 13, 2026
Hurley Capital, LLC History New 700 32 0.02% — 754 +700 New Q4 2025 Feb 17, 2026
Collier Financial History Added to 691 32 0.02% 0.02% 755 +9 1.32% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 676 31 0.0% 0.0% 757 +102 17.77% Q4 2025 Feb 12, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 686 31 0.03% 0.03% 756 0 0.0% Q4 2025 Jan 08, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 650 30 0.0% 0.02% 758 -4,123 -86.38% Q4 2025 Jan 15, 2026
Decker Retirement Planning Inc. History New 655 30 0.01% — 759 +655 New Q4 2025 Jan 26, 2026
MCGUIRE CAPITAL ADVISORS INC History New 650 30 0.02% — 760 +650 New Q4 2025 Feb 19, 2026
Team Financial Group, LLC History Added to 628 29 0.01% 0.01% 761 +9 1.45% Q4 2025 Jan 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 607 28 0.01% 0.01% 762 0 0.0% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 600 27 0.0% 0.0% 763 +6 1.01% Q4 2025 Jan 14, 2026
Crewe Advisors LLC History Reduced 491 22 0.0% 0.02% 765 -4,678 -90.5% Q4 2025 Jan 16, 2026
Root Financial Partners, LLC History Reduced 489 22 0.0% 0.0% 767 -711 -59.25% Q4 2025 Feb 10, 2026
Palouse Capital Management, Inc. History New 477 22 0.01% — 764 +477 New Q4 2025 Jan 23, 2026
Quent Capital, LLC History New 474 22 0.0% — 766 +474 New Q4 2025 Jan 29, 2026
Hilton Head Capital Partners, LLC History New 441 20 0.01% — 769 +441 New Q4 2025 Feb 11, 2026
HM PAYSON & CO History No change 447 20 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 12, 2026
Bernard Wealth Management Corp. History No change 425 19 0.01% 0.01% 770 0 0.0% Q4 2025 Jan 15, 2026
Valued Wealth Advisors LLC History Reduced 373 17 0.01% 0.02% 772 -688 -64.84% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History New 368 17 0.0% — 771 +368 New Q4 2025 Feb 17, 2026
YANKCOM Partnership History New 353 16 0.01% — 775 +353 New Q4 2025 Jan 20, 2026
Atlantic Union Bankshares Corp History No change 350 16 0.0% 0.0% 773 0 0.0% Q4 2025 Feb 04, 2026
WOLFF WIESE MAGANA LLC History No change 358 16 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 338 15 0.01% — 778 +338 New Q4 2025 Mar 05, 2026
Keating Financial Advisory Services, Inc. History New 323 15 0.0% — 777 +323 New Q4 2025 Feb 09, 2026
HFM Investment Advisors, LLC History Reduced 335 15 0.01% 0.01% 776 -23 -6.42% Q4 2025 Feb 05, 2026
Financial Perspectives, Inc History New 305 14 0.0% — 780 +305 New Q4 2025 Jan 28, 2026
Cranbrook Wealth Management, LLC History No change 312 14 0.0% 0.0% 779 0 0.0% Q4 2025 Jan 28, 2026
Provident Wealth Management, LLC History Reduced 291 13 0.0% 0.0% 781 -42 -12.61% Q4 2025 Jan 28, 2026
Federation des caisses Desjardins du Quebec History No change 290 13 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 12, 2026
Trust Co History New 274 12 0.0% — 784 +274 New Q4 2025 Jan 15, 2026
FIRST COMMUNITY TRUST NA History No change 263 12 0.01% 0.01% 783 0 0.0% Q4 2025 Jan 16, 2026
WFA of San Diego, LLC History No change 245 11 0.01% 0.01% 785 0 0.0% Q4 2025 Feb 17, 2026
IFC & Insurance Marketing, Inc. History New 218 10 0.01% — 787 +218 New Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History No change 233 10 0.0% 0.0% 786 0 0.0% Q4 2025 Jan 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 213 9 0.01% — 791 +213 New Q4 2025 Feb 11, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History New 209 9 0.0% — 789 +209 New Q4 2025 Jan 23, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 207 9 0.0% — 788 +207 New Q4 2025 Jan 20, 2026
Center for Financial Planning, Inc. History New 199 9 0.0% — 790 +199 New Q4 2025 Feb 05, 2026
Woodside Wealth Management LLC History No change 203 9 0.01% 0.01% 792 0 0.0% Q4 2025 Jan 30, 2026
Stephens Consulting, LLC History New 182 8 0.0% — 795 +182 New Q4 2025 Jan 13, 2026
BAYBAN History New 175 8 0.01% — 797 +175 New Q4 2025 Mar 05, 2026
N.E.W. Advisory Services LLC History Reduced 192 8 0.0% 0.0% 794 -36 -15.79% Q4 2025 Jan 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 178 8 0.0% 0.0% 793 0 0.0% Q4 2025 Feb 09, 2026
Caldwell Trust Co History No change 184 8 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 30, 2026
Legacy Wealth Managment, LLC/ID History New 153 7 0.0% — 799 +153 New Q4 2025 Feb 03, 2026
CITY HOLDING CO History New 151 7 0.0% — 798 +151 New Q4 2025 Jan 22, 2026
Copia Wealth Management History No change 164 7 0.01% 0.01% 800 0 0.0% Q4 2025 Feb 06, 2026