J.P. Morgan Exchange-Traded Fund Trust - JEPI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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.
Showing first 800 of 1,443 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Added to 47,234,309 2,703,691 0.16% 0.16% 1 +261,872 0.56% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 31,820,375 1,821,398 0.13% 0.13% 2 -1,125,185 -3.42% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 16,812,996 962,375 0.18% 0.18% 3 -164,890 -0.97% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 9,891,371 566,182 0.17% 0.15% 4 +458,407 4.86% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 8,099,270 463,602 0.14% 0.13% 5 +825,889 11.35% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 7,916,784 453,156 0.07% — 6 +7,916,784 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 7,175,637 410,733 0.07% 0.07% 7 -392,863 -5.19% Q4 2025 Jan 29, 2026
Nationwide Fund Advisors History Added to 7,089,908 405,826 17.38% 22.17% 8 +51,190 0.73% Q4 2025 Jan 23, 2026
JPMORGAN CHASE & CO History Reduced 5,726,913 327,808 0.02% 0.03% 9 -2,488,912 -30.29% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 5,694,209 326,048 0.48% 0.51% 10 -731,207 -11.38% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 5,530,763 316,580 0.35% 0.34% 11 +370,330 7.18% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 4,255,018 243,557 0.32% 0.35% 12 -501,059 -10.54% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 4,175,885 239,027 0.07% 0.07% 13 -71,683 -1.69% Q4 2025 Feb 11, 2026
RiverFront Investment Group, LLC History Added to 3,804,642 217,777 3.59% 3.07% 14 +737,043 24.03% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Reduced 3,079,471 176,268 0.3% 0.32% 15 -149,278 -4.62% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 3,063,422 175,350 0.43% 0.43% 16 +230,264 8.13% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,003,765 171,935 0.11% 0.11% 17 +72,427 2.47% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Reduced 2,881,623 164,944 0.18% 0.2% 18 -264,427 -8.41% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Reduced 2,829,128 161,938 0.15% 0.16% 19 -153,818 -5.16% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 2,692,604 154,125 0.35% 0.36% 20 +36,106 1.36% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,524,737 144,537 0.09% 0.08% 21 +497,410 24.54% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 2,135,264 122,222 0.02% 0.02% 22 +143,183 7.19% Q4 2025 Feb 10, 2026
Confluence Wealth Services, Inc. History Added to 2,114,467 121,032 5.01% 5.52% 23 +152,932 7.8% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 1,980,485 113,362 0.47% 0.5% 24 +74,191 3.89% Q4 2025 Feb 13, 2026
Cornerstone Advisory, LLC History Reduced 1,961,971 112,303 10.71% 11.36% 25 -64,331 -3.17% Q4 2025 Jan 28, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,893,752 108,398 0.29% 0.32% 26 -139,779 -6.87% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 1,853,767 106,109 0.73% 0.02% 27 +1,801,951 3477.6% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 1,754,995 100,455 0.18% 0.18% 28 +175,322 11.1% Q4 2025 Mar 16, 2026
CWM, LLC History Reduced 1,653,081 94,622 0.26% 0.33% 29 -294,005 -15.1% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,650,864 94,495 0.05% 0.05% 30 +191,240 13.1% Q4 2025 Feb 06, 2026
FAS Wealth Partners, Inc. History Added to 1,552,845 88,884 5.74% 5.93% 31 +18,315 1.19% Q4 2025 Feb 18, 2026
Enstar Group LTD History No change 1,539,025 88,093 34.07% 32.48% 32 0 0.0% Q4 2025 Feb 13, 2026
FIRST FOUNDATION ADVISORS History Added to 1,511,059 86,493 3.26% 3.15% 33 +17,778 1.19% Q4 2025 Feb 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,373,826 79,613 0.11% 0.13% 34 -138,540 -9.16% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Reduced 1,300,626 74,457 0.94% 1.02% 35 -62,893 -4.61% Q4 2025 Feb 09, 2026
Prosperity Consulting Group, LLC History Added to 1,279,949 73,264 3.3% 3.19% 36 +145,617 12.84% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,226,749 70,219 0.29% — 37 +1,226,749 New Q4 2025 Feb 05, 2026
CAPITAL ADVISORS INC/OK History Added to 1,105,887 63,300 1.02% 1.03% 38 +32,016 2.98% Q4 2025 Jan 15, 2026
Atlantic Union Bankshares Corp History Added to 1,017,292 58,229 1.09% 1.03% 39 +57,509 5.99% Q4 2025 Feb 04, 2026
Focus Partners Wealth History Added to 1,013,656 58,139 0.07% 0.08% 40 +165,563 19.52% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 1,009,369 57,776 0.32% 0.32% 41 +25,300 2.57% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 1,009,325 57,773 0.09% 0.09% 42 +56,285 5.91% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 997,647 57,105 0.01% 0.01% 43 -53,567 -5.1% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 967,515 55,380 0.01% 0.0% 44 +771,015 392.37% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 959,489 54,921 0.07% 0.08% 45 -62,434 -6.11% Q4 2025 Feb 02, 2026
Traynor Capital Management, Inc. History Added to 937,037 53,636 2.86% 2.61% 46 +136,642 17.07% Q4 2025 Jan 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 928,454 53,144 1.32% 1.57% 47 -129,072 -12.21% Q4 2025 Feb 09, 2026
Pinnacle Financial Partners, Inc. History New 928,030 53,123 0.4% — 48 +928,030 New Q4 2025 Feb 18, 2026
Brookstone Capital Management History Added to 859,926 49,222 0.56% 0.56% 49 +36,320 4.41% Q4 2025 Jan 15, 2026
Lebenthal Global Advisors, LLC History Added to 765,683 43,827 6.76% 7.48% 50 +16,879 2.25% Q4 2025 Jan 28, 2026
SHP Wealth Management History New 749,160 42,881 3.34% — 51 +749,160 New Q4 2025 Mar 04, 2026
Apollon Wealth Management, LLC History Reduced 743,087 42,534 0.74% 0.8% 52 -40,026 -5.11% Q4 2025 Jan 22, 2026
Kathmere Capital Management, LLC History Added to 732,375 41,921 2.82% 2.79% 53 +44,376 6.45% Q4 2025 Jan 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 727,039 41,615 0.36% 0.13% 54 +477,935 191.86% Q4 2025 Feb 05, 2026
HUB Investment Partners, LLC History Reduced 725,240 41,512 1.07% 1.4% 55 -11,077 -1.5% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 723,593 41,418 0.01% 0.01% 56 +136,750 23.3% Q4 2025 Feb 17, 2026
Oakworth Capital, Inc. History Added to 713,164 40,821 2.23% 2.2% 57 +45,195 6.77% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Added to 681,503 39,009 0.14% 0.16% 58 +49,115 7.77% Q4 2025 Feb 18, 2026
PINNACLE ASSOCIATES LTD History Reduced 681,262 38,995 0.5% 0.53% 59 -13,574 -1.95% Q4 2025 Feb 05, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 671,914 38,460 5.36% 5.4% 60 -8,813 -1.29% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 657,514 37,636 0.47% 0.47% 61 +24,330 3.84% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 652,847 37,368 0.0% 0.0% 62 +36,547 5.93% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 647,439 37,059 0.21% 0.18% 63 +135,936 26.58% Q4 2025 Feb 13, 2026
&PARTNERS History Reduced 642,316 36,821 0.19% 0.24% 64 -18,985 -2.87% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 619,861 35,480 0.44% 0.47% 65 -24,207 -3.76% Q4 2025 Feb 05, 2026
First Financial Bank - Trust Division History Added to 605,468 34,656 2.85% 2.75% 66 +41,562 7.37% Q4 2025 Jan 02, 2026
Coastal Bridge Advisors, LLC History Reduced 604,267 34,588 2.58% 2.67% 67 -13,659 -2.21% Q4 2025 Feb 18, 2026
Capital Investment Advisors, LLC History Reduced 595,634 34,094 0.52% 0.58% 68 -24,919 -4.02% Q4 2025 Jan 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 544,117 31,956 0.05% 0.04% 69 +104,089 23.66% Q4 2025 Feb 18, 2026
CORNERSTONE ENTERPRISES, LLC History Added to 542,919 31,076 14.87% 14.63% 70 +21,738 4.17% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Reduced 526,834 30,155 0.47% 0.58% 71 -93,753 -15.11% Q4 2025 Feb 12, 2026
Bouchey Financial Group Ltd History Added to 517,009 29,663 2.22% 2.09% 72 +42,993 9.07% Q4 2025 Jan 16, 2026
Sanctuary Advisors, LLC History Reduced 503,929 28,844 0.16% 0.21% 73 -148,016 -22.7% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 497,524 28,478 0.03% 0.03% 74 +48,930 10.91% Q4 2025 Feb 13, 2026
BOKF, NA History Added to 487,439 27,901 0.43% 0.4% 75 +24,659 5.33% Q4 2025 Feb 03, 2026
Horizon Advisory Services, Inc. History Added to 486,233 27,831 14.08% 14.12% 76 +2,960 0.61% Q4 2025 Jan 29, 2026
Sterling Investment Counsel, LLC History Added to 486,101 27,824 7.97% 8.57% 77 +17,699 3.78% Q4 2025 Jan 27, 2026
RATIONAL ADVISORS, INC. History Reduced 479,454 27,443 2.81% 2.88% 78 -27,814 -5.48% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 475,841 27,237 0.19% 0.22% 79 +29,529 6.62% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 469,991 26,902 0.04% 0.02% 80 +271,218 136.45% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Reduced 466,040 26,682 0.19% 0.19% 81 -1,805 -0.39% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 460,502 26,359 2.86% 3.09% 82 -20,839 -4.33% Q4 2025 Jan 23, 2026
Prospera Financial Services Inc History Reduced 455,076 26,050 0.43% 0.53% 83 -85,283 -15.78% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Added to 450,908 25,809 0.14% 0.13% 84 +29,821 7.08% Q4 2025 Jan 12, 2026
Wagner Wealth Management, LLC History Added to 449,273 25,716 5.46% 5.54% 85 +31,510 7.54% Q4 2025 Jan 30, 2026
Cooper Financial Group History Added to 434,906 24,894 2.65% 2.68% 86 +11,404 2.69% Q4 2025 Jan 08, 2026
Midwest Trust Co History Added to 433,278 24,800 0.31% 0.31% 87 +19,473 4.71% Q4 2025 Feb 04, 2026
Orion Porfolio Solutions, LLC History Reduced 429,250 24,570 0.18% 0.2% 88 -24,262 -5.35% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 419,400 24,006 0.01% 0.01% 89 +44,099 11.75% Q4 2025 Feb 13, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 415,000 23,754 1.56% 1.46% 90 0 0.0% Q4 2025 Feb 10, 2026
ORRSTOWN FINANCIAL SERVICES INC History Added to 412,277 23,598 3.93% 3.97% 91 +5,931 1.46% Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Added to 403,182 23,031 0.07% 0.07% 92 +8,242 2.09% Q4 2025 Feb 10, 2026
Melia Wealth LLC History Added to 390,963 22,378 10.34% 9.62% 93 +6,111 1.59% Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History Reduced 385,563 22,069 0.62% 0.64% 94 -3,187 -0.82% Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 381,952 21,862 1.5% 1.68% 95 -9,460 -2.42% Q4 2025 Feb 02, 2026
TigerOak Management, L.L.C. History Added to 378,364 21,657 6.61% 6.64% 96 +3,453 0.92% Q4 2025 Jan 21, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 371,626 21,271 3.41% 3.3% 97 +26,954 7.82% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History Added to 362,648 21,171 0.52% 0.48% 98 +41,892 13.06% Q4 2025 Jan 28, 2026
Curran Financial Partners, LLC History Added to 369,666 21,159 4.02% 3.84% 99 +29,396 8.64% Q4 2025 Jan 22, 2026
Rezny Wealth Management, Inc. History Reduced 364,538 20,866 4.21% 4.41% 100 -5,846 -1.58% Q4 2025 Feb 03, 2026
Stratos Investment Management, LLC History Reduced 361,062 20,667 0.83% 1.49% 101 -272,258 -42.99% Q4 2025 Jan 20, 2026
Beacon Financial Advisory LLC History Added to 357,391 20,457 4.74% 4.7% 102 +2,210 0.62% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 352,499 20,177 0.16% 0.2% 103 +2,967 0.85% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 506,956 20,133 0.49% 0.58% 104 -21,582 -4.08% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 350,470 20,060 0.24% 0.22% 105 -72,518 -17.14% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 350,361 20,054 0.08% 0.08% 106 -15,922 -4.35% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 347,881 19,912 0.39% 0.43% 107 +9,499 2.81% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 345,163 19,757 0.04% 0.04% 108 +18,784 5.76% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 337,987 19,346 0.21% 0.05% 109 +283,389 519.05% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 333,933 19,114 1.05% 1.06% 110 +3,778 1.14% Q4 2025 Feb 10, 2026
Bernardo Wealth Planning LLC History Reduced 324,218 18,558 3.54% 3.69% 111 -5,521 -1.67% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 322,969 18,486 0.1% — 112 +322,969 New Q4 2025 Feb 18, 2026
Mountain Capital Investment Advisors Inc. History Added to 300,208 17,595 2.84% 2.85% 113 +15,168 5.32% Q4 2025 Jan 28, 2026
Steele Capital Management, Inc. History Reduced 304,966 17,582 0.75% 0.8% 114 -12,767 -4.02% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Reduced 305,581 17,491 0.25% 0.21% 115 -2,606 -0.85% Q4 2025 Feb 02, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 303,646 17,380 5.44% 5.52% 116 -3,240 -1.06% Q4 2025 Jan 22, 2026
PATTEN & PATTEN INC/TN History Reduced 302,698 17,326 1.02% 1.12% 117 -29,751 -8.95% Q4 2025 Feb 03, 2026
Americana Partners, LLC History Added to 302,296 17,303 0.47% 0.05% 118 +274,620 992.27% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 299,297 17,131 1.01% 1.12% 119 -17,995 -5.67% Q4 2025 Feb 10, 2026
SageGuard Financial Group, LLC History New 298,448 17,083 2.72% — 120 +298,448 New Q4 2025 Jan 27, 2026
SFMG, LLC History Added to 295,839 16,933 1.14% 1.08% 121 +21,890 7.99% Q4 2025 Feb 10, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 294,570 16,861 3.07% 3.01% 122 -5,474 -1.82% Q4 2025 Jan 14, 2026
MGO ONE SEVEN LLC History Added to 294,095 16,833 0.34% 0.34% 123 +33,064 12.67% Q4 2025 Feb 03, 2026
CHOREO, LLC History Added to 287,937 16,694 0.21% 0.21% 124 +1,692 0.59% Q4 2025 Jan 23, 2026
Tenzing Financial LLC History New 291,052 16,659 13.52% — 125 +291,052 New Q4 2025 Feb 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 289,257 16,557 2.34% 2.3% 126 +23,533 8.86% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 287,416 16,451 0.23% 0.24% 127 -484 -0.17% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 285,063 16,316 0.87% 0.86% 128 +19,180 7.21% Q4 2025 Jan 20, 2026
1 NORTH WEALTH SERVICES LLC History Added to 284,292 16,272 5.73% 6.18% 129 +20,204 7.65% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 281,931 16,258 0.07% 0.05% 130 +65,650 30.35% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 283,836 16,246 0.32% 0.33% 131 +8,161 2.96% Q4 2025 Jan 14, 2026
FAGAN ASSOCIATES, INC. History Reduced 281,575 16,117 2.15% 2.34% 132 -14,866 -5.01% Q4 2025 Jan 30, 2026
Columbus Macro, LLC History Added to 279,378 15,991 1.75% 1.65% 133 +25,077 9.86% Q4 2025 Jan 15, 2026
Tradition Wealth Management, LLC History Reduced 269,489 15,425 1.11% 1.29% 134 -34,995 -11.49% Q4 2025 Feb 11, 2026
Eaton Financial Holdings Company, LLC History Added to 269,304 15,414 4.14% 4.24% 135 +5,636 2.14% Q4 2025 Feb 09, 2026
Centurion Wealth Management LLC History Added to 267,487 15,311 3.35% 3.39% 136 +6,751 2.59% Q4 2025 Jan 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 266,092 15,231 0.09% 0.02% 137 +224,212 535.37% Q4 2025 Feb 17, 2026
St. Clair Advisors, LLC History Added to 264,308 15,129 3.9% 3.97% 138 +2,318 0.88% Q4 2025 Jan 20, 2026
APPLETON PARTNERS INC/MA History Added to 263,716 15,095 0.99% 1.0% 139 +1,858 0.71% Q4 2025 Jan 09, 2026
Legacy Edge Advisors, LLC History New 259,111 14,831 1.62% — 140 +259,111 New Q4 2025 Feb 02, 2026
Mechanics Bank Trust Department History Reduced 258,573 14,800 1.94% 2.1% 141 -3,780 -1.44% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 257,089 14,715 0.09% 0.08% 142 +26,425 11.46% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Reduced 255,351 14,616 1.12% 1.19% 143 -7,933 -3.01% Q4 2025 Jan 07, 2026
Requisite Capital Management, LLC History Added to 253,178 14,600 2.77% 2.24% 144 +19,817 8.49% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Reduced 254,817 14,585 0.08% 0.22% 145 -385,989 -60.23% Q4 2025 Feb 10, 2026
Prentice Wealth Management LLC History Added to 251,348 14,387 3.29% 3.28% 146 +18,133 7.78% Q4 2025 Jan 30, 2026
SBI Securities Co., Ltd. History Added to 250,497 14,338 0.37% 0.36% 147 +3,588 1.45% Q4 2025 Feb 03, 2026
Curtis Advisory Group, LLC History Added to 247,968 14,193 2.98% 3.07% 148 +10,703 4.51% Q4 2025 Jan 23, 2026
Signature Wealth Management Partners, LLC History Reduced 247,694 14,178 7.01% 7.41% 149 -147 -0.06% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 243,732 13,951 0.08% 0.06% 150 +65,319 36.61% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 240,550 13,769 0.28% 0.31% 151 +4,805 2.04% Q4 2025 Feb 09, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 239,958 13,735 0.11% 0.1% 152 -1,317 -0.55% Q4 2025 Feb 17, 2026
Allen Capital Group, LLC History Reduced 238,173 13,633 1.25% 1.3% 153 -3,094 -1.28% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Added to 237,203 13,577 0.04% 0.03% 154 +7,220 3.14% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 236,597 13,542 0.22% 0.25% 155 +26,359 12.54% Q4 2025 Mar 12, 2026
Trinity Legacy Partners, LLC History Reduced 235,441 13,476 3.09% 3.42% 156 -25,865 -9.9% Q4 2025 Jan 26, 2026
Mosley Wealth Management History New 235,850 13,422 6.14% — 157 +235,850 New Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Reduced 233,880 13,387 0.19% 0.31% 158 -123,104 -34.48% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 232,715 13,320 0.64% 0.54% 160 +75,224 47.76% Q4 2025 Jan 28, 2026
Creative Planning History Reduced 232,715 13,320 0.01% 0.01% 159 -37,412 -13.85% Q4 2025 Feb 17, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 230,243 13,277 9.06% 8.42% 161 +33,160 16.83% Q4 2025 Feb 02, 2026
Rooted Wealth Advisors, Inc. History Reduced 226,439 13,264 3.73% 4.87% 162 -53,884 -19.22% Q4 2025 Feb 09, 2026
Fermata Advisors, LLC History Added to 230,629 13,201 3.17% 3.32% 163 +1,034 0.45% Q4 2025 Jan 08, 2026
UMB Bank, n.a. History Added to 227,667 13,031 0.17% 0.0% 164 +226,867 28358.38% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 225,716 12,919 0.91% 0.77% 165 +55,610 32.69% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History Added to 224,486 12,849 0.43% 0.42% 166 +15,110 7.22% Q4 2025 Feb 06, 2026
Financial Guidance Group, Inc. History Added to 221,157 12,659 5.18% 4.9% 167 +29,743 15.54% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History Added to 219,148 12,544 0.7% 0.7% 168 +6,235 2.93% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 218,305 12,495 0.31% 0.27% 169 +30,567 16.28% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Reduced 215,423 12,330 0.3% 0.32% 170 -10,834 -4.79% Q4 2025 Feb 13, 2026
First National Advisers, LLC History Reduced 215,279 12,323 1.69% 1.73% 171 -8,419 -3.76% Q4 2025 Feb 04, 2026
Financial Futures Ltd Liability Co. History Added to 215,201 12,318 5.71% 5.81% 172 +5,878 2.81% Q4 2025 Jan 23, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 214,699 12,289 1.47% 1.45% 173 +62 0.03% Q4 2025 Feb 13, 2026
Cassia Capital Partners, LLC History Added to 205,842 11,782 6.38% 6.21% 174 +6,563 3.29% Q4 2025 Jan 16, 2026
Wealthfront Advisers LLC History Added to 204,290 11,693 0.03% 0.03% 175 +5,823 2.93% Q4 2025 Jan 30, 2026
IVC Wealth Advisors LLC History Added to 202,838 11,610 5.05% 4.95% 176 +8,767 4.52% Q4 2025 Jan 16, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 202,781 11,608 0.72% 0.77% 177 -5,478 -2.63% Q4 2025 Feb 17, 2026
Indivisible Partners History New 200,013 11,448 1.24% — 178 +200,013 New Q4 2025 Feb 03, 2026
Sandbox Financial Partners, LLC History Reduced 197,674 11,314 3.13% 3.24% 179 -724 -0.36% Q4 2025 Jan 07, 2026
Blue Water Asset Management History New 197,446 11,301 4.06% — 180 +197,446 New Q4 2025 Feb 05, 2026
Foguth Wealth Management, LLC. History New 197,028 11,293 1.75% — 181 +197,028 New Q4 2025 Jan 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 195,162 11,288 0.02% 0.02% 182 +30,621 18.61% Q4 2025 Feb 05, 2026
Summit Financial, LLC History Reduced 193,898 11,181 0.16% 0.2% 183 -33,346 -14.67% Q4 2025 Feb 13, 2026
ARROW FINANCIAL CORP History New 195,286 11,178 1.11% — 184 +195,286 New Q4 2025 Feb 05, 2026
John A. Wolfe & Associates, Inc. History New 194,526 11,134 6.01% — 185 +194,526 New Q4 2025 Mar 16, 2026
Visionary Wealth Advisors History Reduced 192,669 11,028 0.5% 0.52% 186 -3,628 -1.85% Q4 2025 Feb 13, 2026
POWER WEALTH MANAGEMENT LLC History Added to 189,100 10,824 3.81% 3.86% 187 +3,258 1.75% Q4 2025 Feb 17, 2026
Wealthspire Retirement, LLC History Added to 188,437 10,786 0.66% 0.62% 188 +18,268 10.74% Q4 2025 Feb 18, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 188,309 10,778 0.74% 0.93% 189 -15,854 -7.77% Q4 2025 Feb 03, 2026
Prime Capital Investment Advisors, LLC History Reduced 188,249 10,775 0.13% 0.14% 190 -12,074 -6.03% Q4 2025 Jan 21, 2026
Hilton Capital Management, LLC History Reduced 188,065 10,764 0.81% 3.17% 191 -498,875 -72.62% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 187,902 10,755 0.33% 0.32% 192 -4,459 -2.32% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Reduced 186,483 10,674 0.47% 0.75% 193 -126,681 -40.45% Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 185,619 10,624 0.36% 0.39% 194 -6,958 -3.61% Q4 2025 Feb 10, 2026
Resonant Capital Advisors, LLC History Added to 183,602 10,580 0.58% 0.59% 195 +4,946 2.77% Q4 2025 Jan 29, 2026
FIRST HAWAIIAN BANK History Added to 184,328 10,550 1.4% 1.22% 196 +17,887 10.75% Q4 2025 Jan 05, 2026
FIDUCIARY FAMILY OFFICE, LLC History Reduced 184,325 10,550 3.03% 3.08% 197 -5,319 -2.8% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Reduced 183,284 10,491 0.31% 0.35% 198 -2,772 -1.49% Q4 2025 Feb 12, 2026
F/m Investments LLC History Reduced 183,170 10,484 0.4% 0.4% 199 -175 -0.1% Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Added to 182,946 10,471 0.21% 0.22% 200 +1,461 0.81% Q4 2025 Feb 02, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 182,906 10,469 7.51% 7.15% 201 +12,100 7.08% Q4 2025 Jan 23, 2026
Cambridge Advisors Inc. History Reduced 182,429 10,442 1.99% 2.09% 202 -5,072 -2.71% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Reduced 180,974 10,358 0.08% 0.1% 203 -301 -0.17% Q4 2025 Jan 26, 2026
Northeast Financial Group, Inc. History Added to 180,345 10,322 2.33% 2.34% 204 +15,700 9.54% Q4 2025 Feb 17, 2026
Community Bank, N.A. History Reduced 177,251 10,145 1.2% 1.22% 205 -4 -0.0% Q4 2025 Feb 04, 2026
Cascade Wealth Advisors, Inc History Reduced 172,357 10,069 4.64% 7.5% 206 -96,270 -35.84% Q4 2025 Feb 04, 2026
CVA Family Office, LLC History Reduced 174,805 10,005 1.15% 1.31% 207 -2,839 -1.6% Q4 2025 Jan 12, 2026
FLOYD FINANCIAL GROUP LLC History Added to 167,328 9,954 6.74% 6.63% 208 +9,105 5.75% Q4 2025 Feb 24, 2026
ADG Wealth Management Group, LLC History Added to 173,012 9,903 7.5% 7.62% 209 +5,099 3.04% Q4 2025 Jan 15, 2026
FIRST NATIONAL BANK OF OMAHA History New 164,605 9,543 0.28% — 210 +164,605 New Q4 2025 Feb 13, 2026
High Net Worth Advisory Group LLC History Reduced 166,298 9,518 2.19% 2.46% 211 -13,057 -7.28% Q4 2025 Jan 23, 2026
Pinnacle Wealth Management, LLC History Added to 165,043 9,447 6.36% 6.32% 212 +943 0.57% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 164,909 9,439 0.34% 0.35% 213 +5,780 3.63% Q4 2025 Jan 27, 2026
Perkins Coie Trust Co History Added to 163,119 9,336 1.74% 1.5% 214 +23,427 16.77% Q4 2025 Jan 12, 2026
Krilogy Financial LLC History Reduced 158,994 9,318 0.32% 0.35% 215 -7,879 -4.72% Q4 2025 Jan 27, 2026
Mayfair Advisory Group, LLC History Reduced 162,003 9,286 3.61% 4.29% 216 -13,218 -7.54% Q4 2025 Jan 21, 2026
Edgemoor Investment Advisors, Inc. History Added to 161,448 9,241 0.72% 0.67% 217 +9,812 6.47% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 161,272 9,231 0.11% 0.16% 218 +963 0.6% Q4 2025 Jan 29, 2026
Pacific Center for Financial Services History No change 160,328 9,154 2.33% 2.33% 219 0 0.0% Q4 2025 Feb 17, 2026
Cadence Bank History Added to 157,709 9,027 0.53% 0.45% 220 +27,619 21.23% Q4 2025 Jan 30, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 157,644 9,023 1.07% 1.19% 221 -5,358 -3.29% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Added to 157,373 9,008 0.33% 0.35% 222 +3,329 2.16% Q4 2025 Feb 06, 2026
Koshinski Asset Management, Inc. History Reduced 154,294 8,831 0.57% 0.64% 223 -11,251 -6.8% Q4 2025 Feb 03, 2026
Montis Financial, LLC History Added to 152,868 8,750 1.73% 1.92% 224 +7,233 4.97% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 151,892 8,694 0.28% 0.39% 225 -81,644 -34.96% Q4 2025 Jan 09, 2026
Sigma Planning Corp History Reduced 151,743 8,688 0.24% 0.31% 226 -38,329 -20.17% Q4 2025 Jan 30, 2026
Snowden Capital Advisors LLC History Added to 148,488 8,562 0.22% 0.22% 227 +8,947 6.41% Q4 2025 Feb 17, 2026
MBA Advisors LLC History Added to 149,423 8,552 3.45% 3.34% 228 +12,390 9.04% Q4 2025 Jan 21, 2026
NWF Advisory Services Inc. History Reduced 149,220 8,541 0.94% 1.11% 229 -27,904 -15.75% Q4 2025 Mar 03, 2026
Fairway Wealth LLC History Added to 148,643 8,508 2.29% 2.36% 230 +1,548 1.05% Q4 2025 Jan 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 148,621 8,507 0.15% 0.19% 231 -11,167 -6.99% Q4 2025 Feb 19, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 147,547 8,445 0.03% 0.04% 232 -29,647 -16.73% Q4 2025 Feb 06, 2026
Scott Capital Advisors, LLC History Added to 146,810 8,403 1.86% 1.59% 233 +23,167 18.74% Q4 2025 Jan 12, 2026
Bouvel Investment Partners, LLC History Added to 145,588 8,333 2.4% 2.37% 234 +9,907 7.3% Q4 2025 Jan 23, 2026
NCM Capital Management, LLC History Added to 143,751 8,228 3.05% 3.1% 235 +3,776 2.7% Q4 2025 Mar 02, 2026
CFO4Life Group, LLC History Reduced 143,531 8,215 1.17% 1.29% 236 -11,366 -7.34% Q4 2025 Feb 06, 2026
SeaCrest Wealth Management, LLC History Reduced 137,476 7,940 0.8% 0.85% 237 -4,635 -3.26% Q4 2025 Jan 12, 2026
Intrepid Financial Planning Group LLC History Reduced 138,678 7,927 3.01% 3.04% 238 -1,143 -0.82% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Reduced 137,884 7,892 0.37% 0.43% 239 -6,699 -4.63% Q4 2025 Jan 26, 2026
EASTERN BANK History Reduced 137,807 7,888 0.14% 0.14% 240 -1,784 -1.28% Q4 2025 Jan 14, 2026
INTEGRITY ALLIANCE, LLC. History Added to 137,504 7,870 0.29% 0.2% 241 +61,555 81.05% Q4 2025 Feb 09, 2026
Brady Martz Wealth Solutions, LLC History Reduced 136,376 7,806 1.37% 1.42% 242 -464 -0.34% Q4 2025 Jan 15, 2026
DeDora Capital, Inc. History Added to 135,694 7,767 1.84% 1.63% 243 +17,647 14.95% Q4 2025 Jan 22, 2026
CENTAURUS FINANCIAL, INC. History Added to 134,940 7,724 0.35% 0.34% 244 +7,585 5.96% Q4 2025 Feb 13, 2026
Garden State Investment Advisory Services LLC History Reduced 132,974 7,651 1.68% 1.7% 245 -1,001 -0.75% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 132,508 7,584 0.5% 0.49% 246 +6,639 5.27% Q4 2025 Jan 23, 2026
Moors & Cabot, Inc. History Added to 132,499 7,584 0.32% 0.32% 247 +2,468 1.9% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 132,264 7,570 0.16% 0.19% 248 -19,331 -12.75% Q4 2025 Feb 02, 2026
StrongBox Wealth, LLC History Reduced 131,739 7,540 2.48% 2.58% 249 -1,971 -1.47% Q4 2025 Jan 21, 2026
Global Assets Advisory, LLC History Added to 131,486 7,526 2.15% 2.15% 250 +4,819 3.8% Q4 2025 Feb 09, 2026
Sterling Investment Advisors, Ltd. History Added to 131,429 7,522 1.39% 1.4% 251 +5,101 4.04% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History Added to 137,314 7,510 0.01% 0.01% 252 +42,997 45.59% Q4 2025 Mar 09, 2026
New England Private Wealth Advisors LLC History Reduced 129,412 7,407 0.92% 1.02% 253 -6,802 -4.99% Q4 2025 Feb 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 129,278 7,399 1.19% 1.77% 254 -40,792 -23.99% Q4 2025 Jan 26, 2026
Financial Alternatives, Inc History Added to 129,232 7,397 4.3% 4.22% 255 +7,320 6.0% Q4 2025 Feb 04, 2026
Clearstead Trust, LLC History Added to 128,609 7,361 1.16% 0.78% 256 +49,115 61.78% Q4 2025 Feb 09, 2026
Stonebridge Financial Group, LLC History Added to 127,940 7,323 0.63% 0.62% 257 +4,643 3.77% Q4 2025 Jan 21, 2026
BRIGHTON JONES LLC History Added to 127,528 7,299 0.27% 0.01% 258 +120,087 1613.86% Q4 2025 Jan 27, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 126,449 7,242 0.97% 0.99% 259 +1,819 1.46% Q4 2025 Jan 21, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 126,512 7,241 1.37% 1.29% 260 +6,742 5.63% Q4 2025 Jan 28, 2026
Aprio Wealth Management, LLC History Added to 124,204 7,109 0.41% 0.69% 261 +1,912 1.56% Q4 2025 Jan 29, 2026
Financially in Tune, LLC History New 123,954 7,095 6.62% — 262 +123,954 New Q4 2025 Feb 27, 2026
Arkadios Wealth Advisors History Added to 123,712 7,081 0.14% 0.15% 263 +16,751 15.66% Q4 2025 Feb 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 123,180 7,050 0.67% 0.58% 264 +26,196 27.01% Q4 2025 Jan 22, 2026
Capital Advisors Wealth Management, LLC History Added to 121,790 6,971 0.95% 0.91% 265 +9,522 8.48% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Added to 121,746 6,968 1.76% 0.98% 266 +57,394 89.19% Q4 2025 Feb 03, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 119,942 6,865 1.15% 1.73% 267 -52,359 -30.39% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 119,524 6,841 0.01% 0.01% 268 +22,079 22.66% Q4 2025 Jan 23, 2026
Turn8 Private Wealth Inc. History Reduced 119,163 6,820 4.89% 4.9% 269 -456 -0.38% Q4 2025 Feb 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 118,786 6,799 0.83% 0.91% 270 -5,086 -4.11% Q4 2025 Jan 07, 2026
Selective Wealth Management, Inc. History Reduced 116,188 6,788 2.12% 2.65% 271 -28,751 -19.84% Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History Added to 116,427 6,664 0.04% 0.04% 272 +13,168 12.75% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 115,178 6,592 0.21% 0.22% 273 +699 0.61% Q4 2025 Jan 12, 2026
Community Financial Services Group, LLC History Reduced 114,394 6,547 1.2% 1.21% 274 -1,731 -1.49% Q4 2025 Jan 15, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 112,678 6,449 0.46% 0.38% 275 +13,643 13.78% Q4 2025 Jan 14, 2026
Continuum Advisory, LLC History Reduced 109,546 6,270 0.63% 0.71% 276 -7,455 -6.37% Q4 2025 Feb 11, 2026
Summit Financial Wealth Advisors, LLC History Added to 109,130 6,246 0.89% 0.81% 277 +17,608 19.24% Q4 2025 Jan 27, 2026
SMART Wealth LLC History Added to 108,881 6,232 1.9% 2.31% 278 +1,588 1.48% Q4 2025 Jan 26, 2026
Southeast Asset Advisors, LLC History Added to 108,146 6,190 0.59% 0.64% 279 +5,700 5.56% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 107,708 6,165 0.21% 0.2% 280 +2,743 2.61% Q4 2025 Jan 14, 2026
Perissos Private Wealth Management, LLC History Reduced 107,550 6,156 5.31% 4.57% 281 -2,353 -2.14% Q4 2025 Feb 09, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 104,593 6,106 2.85% 4.09% 282 -11,671 -10.04% Q4 2025 Jan 26, 2026
Vivid Wealth Management, LLC History Added to 106,436 6,092 2.37% 2.38% 283 +1,707 1.63% Q4 2025 Jan 30, 2026
Cornerstone Wealth Group, LLC History Added to 105,949 6,064 0.41% 0.39% 284 +5,767 5.76% Q4 2025 Jan 26, 2026
BANK OF MONTREAL /CAN/ History Added to 105,478 6,037 0.0% 0.0% 285 +32,770 45.07% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 105,378 6,031 0.2% 0.15% 286 +26,108 32.94% Q4 2025 Feb 13, 2026
Investment Partners Asset Management, Inc. History Added to 104,990 6,009 3.74% 3.3% 287 +17,332 19.77% Q4 2025 Jan 15, 2026
Ellis Investment Partners, LLC History Reduced 104,941 6,006 1.05% 1.43% 288 -33,923 -24.43% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Reduced 103,854 5,944 0.03% 0.04% 289 -45,474 -30.45% Q4 2025 Feb 17, 2026
VeraBank, N.A. History Reduced 103,073 5,899 1.07% 1.39% 290 -27,246 -20.91% Q4 2025 Feb 11, 2026
Alpine Bank Wealth Management History Reduced 102,110 5,844 0.83% 0.88% 291 -7,085 -6.49% Q4 2025 Jan 15, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 101,312 5,799 1.99% 2.63% 292 -37,599 -27.07% Q4 2025 Jan 12, 2026
Eagle Bluffs Wealth Management LLC History Added to 99,833 5,756 2.33% 2.26% 293 +8,071 8.8% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 99,716 5,707 0.62% 0.65% 294 -331 -0.33% Q4 2025 Feb 18, 2026
Safe Harbor Fiduciary, LLC History New 99,361 5,687 5.02% — 295 +99,361 New Q4 2025 Feb 17, 2026
Focused Wealth Management, Inc History Added to 99,173 5,676 0.59% 0.54% 296 +10,455 11.78% Q4 2025 Jan 29, 2026
Teamwork Financial Advisors, LLC History Reduced 98,714 5,650 0.57% 2.88% 297 -391,634 -79.87% Q4 2025 Jan 09, 2026
BENJAMIN EDWARDS INC History Reduced 98,575 5,642 0.06% 0.09% 298 -34,828 -26.11% Q4 2025 Feb 02, 2026
Campbell Deegan Wealth Management, LLC History Added to 98,217 5,621 4.54% 4.46% 299 +10,829 12.39% Q4 2025 Jan 22, 2026
PENNEY FINANCIAL, LLC History Added to 97,787 5,597 2.16% 2.31% 300 +7,325 8.1% Q4 2025 Jan 21, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 97,407 5,575 3.51% — 301 +97,407 New Q4 2025 Feb 27, 2026
Smartleaf Asset Management LLC History Added to 95,226 5,521 0.21% 0.24% 302 +28,096 41.85% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History Reduced 95,255 5,452 0.31% 0.37% 303 -16,487 -14.75% Q4 2025 Feb 06, 2026
Investment Advisory Services Group LLC History New 94,783 5,425 4.82% — 304 +94,783 New Q4 2025 Feb 04, 2026
Allred Capital Management, LLC History Added to 94,553 5,412 1.96% 1.68% 305 +10,243 12.15% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 94,537 5,411 0.01% 0.0% 306 +44,600 89.31% Q4 2025 Feb 10, 2026
J. Team Financial, Inc. History Added to 93,641 5,360 5.36% 5.3% 307 +2,128 2.33% Q4 2025 Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 93,446 5,349 0.1% 0.36% 308 -217,260 -69.92% Q4 2025 Feb 12, 2026
Thayer Partners, LLC / MA History New 92,708 5,306 2.58% — 309 +92,708 New Q4 2025 Feb 05, 2026
Perigon Wealth Management, LLC History Added to 91,377 5,230 0.09% 0.1% 310 +9,265 11.28% Q4 2025 Jan 16, 2026
Peregrine Asset Advisers, Inc. History New 91,234 5,222 1.47% — 311 +91,234 New Q4 2025 Feb 02, 2026
Asset Allocation Strategies LLC History Added to 90,565 5,183 0.96% 0.97% 312 +4,827 5.63% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Reduced 90,055 5,154 0.02% 0.02% 313 -809 -0.89% Q4 2025 Feb 17, 2026
Thomasville National Bank History Added to 89,917 5,146 0.32% 0.31% 314 +3,632 4.21% Q4 2025 Jan 26, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 89,685 5,133 0.69% 0.61% 315 +15,927 21.59% Q4 2025 Jan 21, 2026
Ulland Investment Advisors, LLC History Reduced 89,545 5,126 4.1% 3.92% 316 -1,593 -1.75% Q4 2025 Jan 08, 2026
Merkkuri Wealth Advisors LLC History Reduced 89,421 5,118 3.48% 3.72% 317 -453 -0.5% Q4 2025 Jan 29, 2026
FLAGSTAR ADVISORS INC History Added to 87,599 5,051 1.69% 1.49% 318 +2,370 2.78% Q4 2025 Jan 13, 2026
WINCAP FINANCIAL LLC History Added to 88,176 5,047 3.46% 3.37% 319 +2,646 3.09% Q4 2025 Jan 14, 2026
Ausdal Financial Partners, Inc. History Added to 88,045 5,039 0.23% 0.24% 320 +752 0.86% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Added to 87,708 5,020 0.16% 0.16% 321 +8,734 11.06% Q4 2025 Feb 03, 2026
O'ROURKE & COMPANY, Inc History Added to 87,464 5,006 1.95% 1.99% 322 +3,909 4.68% Q4 2025 Jan 28, 2026
Saxony Capital Management, LLC History Added to 86,819 4,969 3.05% 2.67% 323 +15,780 22.21% Q4 2025 Jan 15, 2026
Vavra Capital Management, LLC History New 86,253 4,937 4.85% — 324 +86,253 New Q4 2025 Jan 22, 2026
21 West Wealth Management LLC History Reduced 86,198 4,933 4.51% 4.91% 325 -4,528 -4.99% Q4 2025 Jan 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 85,786 4,910 0.06% 0.08% 326 -6,667 -7.21% Q4 2025 Feb 10, 2026
Wick Capital Partners, LLC History Reduced 85,701 4,905 0.88% 1.92% 327 -55,271 -39.21% Q4 2025 Mar 02, 2026
New Millennium Group LLC History New 85,515 4,894 2.12% — 328 +85,515 New Q4 2025 Feb 06, 2026
Boston Partners History Added to 84,806 4,890 0.01% 0.0% 329 +5,391 6.79% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Reduced 85,046 4,868 0.36% 0.44% 330 -2,175 -2.49% Q4 2025 Jan 28, 2026
FRG Family Wealth Advisors LLC History Reduced 84,912 4,860 0.75% 0.94% 331 -17,211 -16.85% Q4 2025 Jan 21, 2026
Stratos Wealth Partners, LTD. History Reduced 83,900 4,802 0.05% 0.06% 332 -1,263 -1.48% Q4 2025 Jan 20, 2026
Aureum Wealth Management, LLC History New 83,570 4,783 4.44% — 333 +83,570 New Q4 2025 Jan 28, 2026
Atria Investments, Inc History Reduced 83,286 4,767 0.05% 0.07% 334 -26,112 -23.87% Q4 2025 Feb 05, 2026
Decker Retirement Planning Inc. History Added to 83,279 4,766 2.37% 0.79% 335 +58,137 231.23% Q4 2025 Jan 26, 2026
MADDEN SECURITIES Corp History Reduced 83,078 4,755 1.45% 2.3% 336 -48,388 -36.81% Q4 2025 Feb 04, 2026
Archer Investment Corp History Reduced 82,971 4,749 1.07% 1.43% 337 -28,146 -25.33% Q4 2025 Jan 30, 2026
CIBC WORLD MARKET INC. History Added to 82,953 4,748 0.01% 0.01% 338 +2,160 2.67% Q4 2025 Feb 10, 2026
Claro Advisors Inc. History Reduced 82,573 4,726 0.64% 0.73% 339 -4,721 -5.41% Q4 2025 Feb 17, 2026
Madrona Financial Services, LLC History Added to 82,493 4,721 1.01% 1.02% 340 +1,375 1.7% Q4 2025 Jan 22, 2026
KENNEDY INVESTMENT GROUP History Reduced 81,971 4,691 1.77% 2.56% 341 -30,993 -27.44% Q4 2025 Feb 06, 2026
MOR Wealth Management, LLC History New 81,550 4,667 2.13% — 342 +81,550 New Q4 2025 Jan 15, 2026
Three Magnolias Financial Advisors, LLC History Added to 81,433 4,661 2.9% 2.88% 343 +293 0.36% Q4 2025 Jan 20, 2026
Bauman Advisory Group, LLC History New 80,815 4,625 3.73% — 344 +80,815 New Q4 2025 Feb 20, 2026
Troutman Wealth Management, LLC History New 80,744 4,621 3.82% — 345 +80,744 New Q4 2025 Feb 18, 2026
Summit Wealth Partners, LLC History Added to 80,678 4,617 0.85% 0.83% 346 +327 0.41% Q4 2025 Jan 27, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 80,549 4,610 0.26% 0.28% 347 +1,821 2.31% Q4 2025 Feb 04, 2026
LifeWealth Investments, LLC History Reduced 80,067 4,583 1.45% 1.53% 348 -1,113 -1.37% Q4 2025 Jan 26, 2026
Modern Wealth Management, LLC History Added to 80,031 4,580 0.08% 0.08% 349 +10,689 15.41% Q4 2025 Feb 17, 2026
Clark Wealth Partners History No change 79,198 4,533 2.76% 2.76% 350 0 0.0% Q4 2025 Feb 04, 2026
Snider Financial Group History Added to 78,386 4,486 1.2% 1.11% 351 +6,973 9.76% Q4 2025 Jan 21, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 77,944 4,461 0.12% 0.13% 352 -4,239 -5.16% Q4 2025 Jan 23, 2026
Soltis Investment Advisors LLC History Added to 77,928 4,460 0.29% 0.24% 353 +18,152 30.37% Q4 2025 Apr 02, 2026
4WEALTH ADVISORS, INC. History Added to 77,896 4,458 3.8% 3.93% 354 +785 1.02% Q4 2025 Jan 21, 2026
AlphaCore Capital LLC History Added to 77,084 4,445 0.1% 0.14% 355 +3,027 4.09% Q4 2025 Feb 05, 2026
Base Wealth Management LLC History Added to 77,644 4,444 2.39% 2.27% 356 +7,965 11.43% Q4 2025 Jan 21, 2026
RDA Financial Network History Reduced 77,589 4,441 1.07% 1.1% 357 -646 -0.83% Q4 2025 Jan 06, 2026
Onyx Bridge Wealth Group LLC History Added to 77,203 4,423 0.47% 0.44% 358 +5,936 8.33% Q4 2025 Feb 18, 2026
WEALTHSPAN PARTNERS, LLC History Added to 76,989 4,406 1.6% 1.55% 359 +5,818 8.17% Q4 2025 Jan 27, 2026
IFP Advisors, Inc History Reduced 76,870 4,400 0.1% 0.12% 360 -4,821 -5.9% Q4 2025 Feb 06, 2026
Joseph P. Lucia & Associates, LLC History Reduced 76,797 4,395 1.59% 1.75% 361 -4,497 -5.53% Q4 2025 Jan 28, 2026
LOWERY THOMAS, LLC History Added to 76,652 4,387 2.48% 2.47% 362 +1,609 2.14% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 76,560 4,382 0.31% 0.33% 363 -5,711 -6.94% Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 76,349 4,370 0.97% 1.03% 364 +2,358 3.19% Q4 2025 Jan 09, 2026
Essex Financial Services, Inc. History Reduced 76,307 4,367 0.25% 0.35% 365 -24,798 -24.53% Q4 2025 Feb 10, 2026
Thrive Capital Management, LLC History Reduced 76,195 4,361 0.97% 1.45% 366 -22,225 -22.58% Q4 2025 Feb 09, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Reduced 76,142 4,358 0.78% 1.34% 367 -44,439 -36.85% Q4 2025 Feb 06, 2026
Ankerstar Wealth, LLC History New 75,537 4,355 4.34% — 368 +75,537 New Q4 2025 Feb 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 75,471 4,345 0.49% 0.58% 369 -13,263 -14.95% Q4 2025 Jan 22, 2026
Windsor Capital Management, LLC History Added to 75,761 4,336 1.2% 1.17% 370 +1,720 2.32% Q4 2025 Jan 15, 2026
J HAGAN CAPITAL, INC. History Added to 75,341 4,312 2.39% 1.94% 371 +19,149 34.08% Q4 2025 Feb 17, 2026
RETIREMENT GUYS FORMULA LLC History Added to 75,174 4,302 1.96% 1.47% 372 +1,853 2.53% Q4 2025 Jan 23, 2026
Ergawealth Advisors, Inc. History Reduced 74,910 4,287 1.97% 4.87% 373 -108,196 -59.09% Q4 2025 Jan 21, 2026
FourThought Financial Partners, LLC History Added to 74,231 4,248 0.36% 0.35% 374 +3,855 5.48% Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History Added to 72,955 4,207 0.15% 0.14% 375 +6,285 9.43% Q4 2025 Jan 12, 2026
Patten Group, Inc. History Added to 73,055 4,181 0.77% 0.65% 376 +14,793 25.39% Q4 2025 Jan 23, 2026
Trajan Wealth LLC History Reduced 73,005 4,178 0.17% 0.19% 377 -3,122 -4.1% Q4 2025 Feb 06, 2026
Semus Wealth Partners LLC History Reduced 72,293 4,138 2.23% 2.35% 378 -531 -0.73% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 72,130 4,128 0.08% 0.1% 379 -12,761 -15.03% Q4 2025 Feb 03, 2026
Integrated Financial Solutions, Inc. History Added to 72,095 4,126 2.47% 2.14% 380 +17,800 32.78% Q4 2025 Jan 23, 2026
AMERIPRISE FINANCIAL INC History Added to 71,808 4,110 0.0% 0.0% 381 +1,021 1.44% Q4 2025 Feb 17, 2026
Sulzberger Capital Advisors, Inc. History Added to 71,066 4,067 4.11% 3.47% 382 +16,603 30.48% Q4 2025 Jan 07, 2026
Baker Avenue Asset Management, LP History Reduced 70,914 4,059 0.09% 0.13% 383 -27,081 -27.64% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 70,600 4,041 0.01% 0.0% 384 +43,200 157.66% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Reduced 70,606 4,041 0.15% 0.23% 385 -32,909 -31.79% Q4 2025 Jan 21, 2026
AlphaStar Capital Management, LLC History Added to 70,154 4,015 0.29% 0.3% 386 +8,610 13.99% Q4 2025 Feb 02, 2026
Ducere Wealth Management LLC History New 70,135 4,014 1.58% — 387 +70,135 New Q4 2025 Feb 17, 2026
TrustBank History New 69,668 3,987 1.66% — 388 +69,668 New Q4 2025 Feb 09, 2026
Weinberger Asset Management, Inc History Reduced 69,644 3,986 1.44% 1.51% 389 -3,310 -4.54% Q4 2025 Feb 09, 2026
Capstone Wealth Management Group LLC History Added to 69,202 3,961 2.4% 2.48% 390 +1,291 1.9% Q4 2025 Jan 09, 2026
Fairway Financial, LLC History Added to 68,645 3,929 2.97% 3.0% 391 +1,963 2.94% Q4 2025 Feb 04, 2026
Empire Financial Management Company, LLC History Reduced 68,520 3,922 0.85% 0.9% 392 -696 -1.01% Q4 2025 Feb 12, 2026
Rockport Wealth LLC History Added to 67,990 3,891 0.76% 0.72% 393 +5,869 9.45% Q4 2025 Feb 06, 2026
Inspire Advisors, LLC History Reduced 67,938 3,888 0.36% 0.39% 394 -4,210 -5.84% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 67,894 3,886 0.19% 0.67% 395 -219,160 -76.35% Q4 2025 Jan 27, 2026
Strategic Blueprint, LLC History Reduced 67,904 3,886 0.23% 0.29% 396 -47,149 -40.98% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Added to 67,442 3,860 0.04% 0.05% 397 +6,807 11.23% Q4 2025 Feb 03, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 67,353 3,855 0.7% 0.68% 398 +852 1.28% Q4 2025 Jan 16, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 67,013 3,835 0.21% 0.22% 399 -2,245 -3.24% Q4 2025 Jan 13, 2026
Worth Financial Advisory Group, LLC History Reduced 66,966 3,833 1.86% 2.19% 400 -1,498 -2.19% Q4 2025 Jan 16, 2026
MidWestOne Financial Group, Inc. History Reduced 66,708 3,818 0.42% 0.57% 401 -15,660 -19.01% Q4 2025 Feb 12, 2026
STAR Financial Bank History Reduced 66,412 3,801 1.94% 2.35% 402 -3,300 -4.73% Q4 2025 Feb 13, 2026
Security National Bank History Reduced 66,176 3,787 0.54% 0.61% 403 -3,059 -4.42% Q4 2025 Feb 05, 2026
Newbridge Financial Services Group, Inc. History Reduced 66,019 3,778 0.59% 0.57% 404 -1,061 -1.58% Q4 2025 Jan 21, 2026
Clarity Wealth Advisors, LLC History Reduced 65,996 3,777 0.77% 0.83% 405 -114 -0.17% Q4 2025 Jan 23, 2026
SAX WEALTH ADVISORS, LLC History Added to 65,886 3,771 0.18% 0.18% 406 +7,478 12.8% Q4 2025 Jan 12, 2026
VICUS CAPITAL History Added to 65,649 3,757 0.28% 0.28% 407 +913 1.41% Q4 2025 Jan 22, 2026
B. Riley Wealth Advisors, Inc. History Reduced 65,557 3,752 0.17% 0.18% 408 -2,934 -4.28% Q4 2025 Feb 17, 2026
RPg Family Wealth Advisory, LLC History Reduced 64,951 3,745 0.82% 0.82% 409 -535 -0.82% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 65,196 3,731 0.17% 0.24% 410 +21,158 48.04% Q4 2025 Feb 17, 2026
Whalen Wealth Management Inc. History New 65,052 3,723 2.0% — 411 +65,052 New Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Added to 64,690 3,702 0.18% 0.22% 412 +831 1.3% Q4 2025 Jan 07, 2026
Princeton Global Asset Management LLC History Reduced 64,536 3,694 0.6% 0.63% 413 -1,718 -2.59% Q4 2025 Jan 20, 2026
Ignite Planners, LLC History Added to 63,021 3,690 0.56% 0.58% 414 +1,061 1.71% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 64,326 3,682 1.15% 1.13% 415 +5,194 8.78% Q4 2025 Jan 07, 2026
J2 Capital Management Inc History Added to 64,237 3,676 2.68% 2.68% 416 +1,901 3.05% Q4 2025 Jan 20, 2026
Fragasso Financial Advisors Inc History Reduced 63,686 3,645 0.22% 0.23% 417 -725 -1.13% Q4 2025 Jan 07, 2026
M.E. ALLISON & CO., INC. History Reduced 63,573 3,638 2.47% 2.66% 418 -3,380 -5.05% Q4 2025 Jan 12, 2026
Register Financial Advisors LLC History Reduced 63,424 3,630 1.41% 1.44% 419 -506 -0.79% Q4 2025 Jan 21, 2026
American Trust History Added to 63,308 3,623 0.3% 0.3% 420 +1,205 1.94% Q4 2025 Feb 17, 2026
Benchmark Financial, LLC History New 63,230 3,619 3.61% — 421 +63,230 New Q4 2025 Jan 27, 2026
Kingstone Capital Partners Texas, LLC History Added to 63,209 3,618 2.11% 2.05% 422 +1,345 2.17% Q4 2025 Feb 03, 2026
Vise Technologies, Inc. History Added to 63,199 3,617 0.07% 0.02% 423 +53,331 540.44% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 62,827 3,596 0.06% 0.07% 424 +6,493 11.53% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Added to 62,741 3,591 0.04% 0.04% 425 +9,289 17.38% Q4 2025 Jan 26, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 61,634 3,590 0.17% 0.17% 426 +8,857 16.78% Q4 2025 Feb 03, 2026
BEAM WEALTH ADVISORS, INC. History Added to 62,401 3,571 0.98% 0.97% 427 +155 0.25% Q4 2025 Feb 04, 2026
Walkner Condon Financial Advisors LLC History Reduced 62,355 3,569 0.5% 0.62% 428 -6,306 -9.18% Q4 2025 Jan 21, 2026
StoneX Group Inc. History Reduced 61,562 3,558 0.15% 0.37% 429 -87,192 -58.61% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 61,822 3,538 0.07% 0.07% 430 +4,852 8.52% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 61,689 3,531 0.01% 0.01% 431 +10,962 21.61% Q4 2025 Feb 17, 2026
WMS Group LLC History New 61,564 3,523 4.48% — 432 +61,564 New Q4 2025 Mar 03, 2026
SlateStone Wealth, LLC History Reduced 61,526 3,522 0.29% 0.31% 433 -205 -0.33% Q4 2025 Feb 11, 2026
Grantvest Financial Group LLC History Added to 61,405 3,514 2.25% 1.68% 434 +18,680 43.72% Q4 2025 Feb 02, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 61,359 3,512 0.05% 0.05% 435 -1,005 -1.61% Q4 2025 Feb 12, 2026
Heritage Trust Co History Reduced 61,271 3,507 0.36% 0.41% 436 -6,717 -9.88% Q4 2025 Feb 10, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 61,118 3,498 0.88% 0.88% 437 -5,858 -8.75% Q4 2025 Feb 06, 2026
Interchange Capital Partners, LLC History Reduced 61,080 3,496 0.65% 0.7% 438 -1,849 -2.94% Q4 2025 Jan 30, 2026
Sunpointe, LLC History Added to 60,416 3,484 1.16% 1.1% 439 +7,155 13.43% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History Added to 60,385 3,456 0.26% 0.26% 440 +1,948 3.33% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Reduced 60,044 3,436 0.11% 0.19% 441 -41,437 -40.83% Q4 2025 Jan 06, 2026
Centennial Advisors, LLC History New 59,991 3,433 4.46% — 442 +59,991 New Q4 2025 Jan 22, 2026
M Holdings Securities, Inc. History New 59,894 3,428 0.25% — 443 +59,894 New Q4 2025 Feb 11, 2026
Hexagon Capital Partners LLC History Added to 59,831 3,424 0.63% 0.6% 444 +7,739 14.86% Q4 2025 Feb 06, 2026
SIERRA OCEAN, LLC History Added to 59,715 3,418 2.83% 2.77% 445 +2,035 3.53% Q4 2025 Feb 06, 2026
Jaffetilchin Investment Partners, LLC History Added to 59,427 3,401 0.2% 0.19% 446 +3,302 5.88% Q4 2025 Jan 15, 2026
SCOTIA CAPITAL INC. History Added to 59,027 3,377 0.01% 0.01% 447 +4,184 7.63% Q4 2025 Feb 12, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 58,506 3,373 0.77% 0.78% 448 +1,428 2.5% Q4 2025 Jan 28, 2026
Haverford Trust Co History Added to 58,826 3,367 0.03% 0.03% 449 +2,218 3.92% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 58,737 3,362 0.2% 0.12% 450 +27,980 90.97% Q4 2025 Feb 10, 2026
Herold Advisors, Inc. History Added to 58,432 3,344 0.75% 0.72% 451 +4,372 8.09% Q4 2025 Feb 17, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 58,281 3,340 0.53% 0.52% 452 +2,800 5.05% Q4 2025 Jan 08, 2026
CAP Partners, LLC History Reduced 58,269 3,335 1.89% 1.92% 453 -1,108 -1.87% Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Added to 58,183 3,330 0.06% 0.05% 454 +12,526 27.44% Q4 2025 Feb 11, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 58,125 3,327 0.06% 0.05% 455 +12,915 28.57% Q4 2025 Feb 10, 2026
Dakota Wealth Management History Added to 57,799 3,308 0.06% 0.02% 456 +40,907 242.17% Q4 2025 Jan 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 57,735 3,305 0.03% 0.09% 457 -134,830 -70.02% Q4 2025 Jan 05, 2026
Vienna Asset Management LLC History Reduced 56,318 3,223 1.83% 4.14% 458 -65,472 -53.76% Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Reduced 56,263 3,220 0.58% 0.71% 459 -9,480 -14.42% Q4 2025 Feb 05, 2026
PLANNING DIRECTIONS INC History Added to 56,136 3,213 1.62% 1.67% 460 +236 0.42% Q4 2025 Jan 21, 2026
EHRLICH FINANCIAL GROUP History Reduced 56,098 3,211 1.83% 1.99% 461 -2,557 -4.36% Q4 2025 Jan 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 55,794 3,193 0.04% 0.03% 462 +4,660 9.11% Q4 2025 Feb 06, 2026
Fortress Financial Solutions, LLC History Added to 55,445 3,173 3.25% 3.07% 463 +6,105 12.37% Q4 2025 Jan 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 55,105 3,154 0.17% 0.18% 464 +4,395 8.67% Q4 2025 Jan 26, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 54,956 3,145 0.84% 0.95% 465 -4,934 -8.24% Q4 2025 Feb 11, 2026
Legacy Private Trust Co. History Reduced 54,932 3,144 0.18% 0.23% 466 -12,460 -18.49% Q4 2025 Jan 08, 2026
United Advisor Group, LLC History Reduced 54,800 3,137 0.39% 0.44% 467 -2,522 -4.4% Q4 2025 Jan 26, 2026
Greater Midwest Financial Group, LLC History Reduced 54,804 3,136 1.75% 3.69% 468 -45,414 -45.32% Q4 2025 Feb 17, 2026
Slagle Financial, LLC History Reduced 54,456 3,117 1.09% 1.17% 469 -1,374 -2.46% Q4 2025 Jan 26, 2026
Lewis Asset Management, LLC History Added to 54,469 3,117 1.27% 1.26% 470 +911 1.7% Q4 2025 Jan 15, 2026
Archford Capital Strategies, LLC History Added to 54,340 3,110 0.36% 0.36% 471 +1,659 3.15% Q4 2025 Jan 15, 2026
Alliance Wealth Advisors, LLC /UT History New 53,549 3,065 0.66% — 472 +53,549 New Q4 2025 Feb 02, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 53,078 3,038 1.65% 1.6% 473 +3,181 6.38% Q4 2025 Jan 28, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 52,853 3,025 1.64% 1.71% 474 -458 -0.86% Q4 2025 Feb 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 52,737 3,017 0.98% 1.37% 475 +728 1.4% Q4 2025 Jan 23, 2026
3EDGE Asset Management, LP History Added to 52,574 3,009 0.16% 0.16% 476 +3,506 7.15% Q4 2025 Feb 06, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 50,952 2,954 0.2% 0.21% 477 +1,798 3.66% Q4 2025 Jan 15, 2026
Goldstone Financial Group, LLC History Added to 50,822 2,909 0.32% 0.32% 478 +2,923 6.1% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Reduced 50,786 2,907 0.14% 0.14% 479 -395 -0.77% Q4 2025 Jan 20, 2026
Pallas Capital Advisors LLC History Added to 50,762 2,905 0.1% 0.1% 480 +1,927 3.95% Q4 2025 Jan 14, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 50,631 2,898 0.88% 0.96% 481 -4,664 -8.43% Q4 2025 Feb 10, 2026
FMA Wealth Management, LLC History Added to 49,980 2,860 1.85% 1.92% 482 +1,072 2.19% Q4 2025 Jan 13, 2026
Aventura Private Wealth, LLC History Reduced 49,917 2,857 1.03% 1.34% 484 -13,537 -21.33% Q4 2025 Jan 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 49,915 2,857 0.19% 0.17% 483 +7,224 16.92% Q4 2025 Jan 08, 2026
Navis Wealth Advisors, LLC History Added to 49,478 2,832 1.2% 0.53% 485 +37,162 301.74% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 49,446 2,830 0.0% 0.0% 486 +4,119 9.09% Q4 2025 Feb 17, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 49,290 2,821 0.75% 0.75% 487 +1,727 3.63% Q4 2025 Feb 09, 2026
Cherry Tree Wealth Management, LLC History Reduced 49,064 2,808 0.59% 0.62% 488 -10 -0.02% Q4 2025 Feb 10, 2026
5T Wealth, LLC History Added to 48,823 2,794 1.12% 1.21% 489 +286 0.59% Q4 2025 Jan 27, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 48,794 2,792 0.67% 0.66% 490 +1,876 4.0% Q4 2025 Feb 02, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 48,330 2,769 1.29% 1.3% 491 +700 1.47% Q4 2025 Jan 22, 2026
Weil Company, Inc. History Reduced 48,188 2,758 0.63% 0.75% 492 -6,736 -12.26% Q4 2025 Jan 14, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 47,991 2,747 2.27% 2.71% 493 -9,832 -17.0% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 47,917 2,742 0.01% — 494 +47,917 New Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 47,720 2,731 0.21% 0.3% 495 -16,775 -26.01% Q4 2025 Jan 07, 2026
Bay Capital Advisors, LLC History Reduced 47,554 2,722 1.66% 2.29% 497 -13,946 -22.68% Q4 2025 Jan 16, 2026
TrueWealth Advisors, LLC History Reduced 47,571 2,722 0.7% 0.75% 496 -1,237 -2.53% Q4 2025 Jan 07, 2026
Lifestyle Asset Management, Inc. History Added to 47,527 2,720 0.88% 0.87% 498 +3,065 6.89% Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History Added to 47,487 2,718 1.47% 1.43% 499 +1,063 2.29% Q4 2025 Feb 11, 2026
CHAPIN DAVIS, INC. History Added to 47,015 2,691 0.63% 0.65% 500 +609 1.31% Q4 2025 Jan 30, 2026
GFS Advisors, LLC History New 46,860 2,682 0.32% — 501 +46,860 New Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Reduced 46,571 2,664 0.02% 0.06% 502 -105,745 -69.42% Q4 2025 Jan 27, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 46,321 2,651 0.82% 0.76% 503 +2,711 6.22% Q4 2025 Jan 20, 2026
RAHLFS CAPITAL, LLC History Reduced 46,197 2,644 2.05% 2.16% 504 -1,553 -3.25% Q4 2025 Feb 05, 2026
Redmond Asset Management, LLC History Reduced 46,189 2,643 0.67% 0.66% 505 -1,139 -2.41% Q4 2025 Feb 09, 2026
Caprock Group, LLC History Added to 45,736 2,637 0.06% 0.06% 506 +311 0.68% Q4 2025 Jan 28, 2026
Regal Investment Advisors LLC History Added to 45,806 2,621 0.16% 0.16% 507 +3,199 7.51% Q4 2025 Feb 17, 2026
First PREMIER Bank History Reduced 45,427 2,600 0.6% 0.62% 508 -2,678 -5.57% Q4 2025 Jan 23, 2026
Stirlingshire Investments, Inc. History New 44,928 2,590 2.3% — 510 +44,928 New Q4 2025 Feb 11, 2026
Guardian Financial Partners, LLC History Reduced 45,250 2,590 1.09% 1.16% 509 -2,706 -5.64% Q4 2025 Jan 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 44,872 2,587 0.06% 0.07% 511 -3,444 -7.13% Q4 2025 Jan 29, 2026
LongView Wealth Management History Added to 44,145 2,573 0.62% 0.51% 512 +11,075 33.49% Q4 2025 Jan 13, 2026
Joel Isaacson & Co., LLC History Reduced 44,887 2,569 0.08% 0.09% 513 -462 -1.02% Q4 2025 Jan 30, 2026
True North Advisors, LLC History Reduced 44,825 2,565 0.33% 0.43% 514 -2,812 -5.9% Q4 2025 Jan 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 44,770 2,563 0.72% 0.72% 515 -100 -0.22% Q4 2025 Feb 02, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 44,623 2,554 0.74% 0.77% 516 -147 -0.33% Q4 2025 Jan 08, 2026
Sachetta, LLC History Added to 44,457 2,545 1.39% 0.89% 517 +2,513 5.99% Q4 2025 Feb 02, 2026
Wealthcare Capital Partners, LLC History Added to 44,448 2,544 1.19% 1.07% 518 +3,608 8.83% Q4 2025 Jan 14, 2026
Riverbend Wealth Management, LLC History Added to 44,416 2,542 1.58% 1.69% 519 +2,129 5.03% Q4 2025 Jan 29, 2026
JSF Financial, LLC History Reduced 44,260 2,533 0.53% 0.69% 520 -10,271 -18.84% Q4 2025 Feb 04, 2026
Purus Wealth Management, LLC History Reduced 44,168 2,528 0.79% 0.83% 521 -1,352 -2.97% Q4 2025 Jan 27, 2026
Oxinas Partners, LLC History Added to 43,756 2,504 1.2% 0.38% 522 +31,330 252.13% Q4 2025 Jan 26, 2026
Whipplewood Advisors, LLC History Reduced 43,735 2,503 1.61% 2.54% 523 -23,934 -35.37% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 43,672 2,499 0.4% 0.39% 524 +5,119 13.28% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 43,305 2,478 0.09% 0.08% 525 +3,393 8.5% Q4 2025 Jan 13, 2026
Ring Mountain Capital, LLC History Added to 42,419 2,478 1.27% 1.32% 526 +789 1.9% Q4 2025 Jan 27, 2026
Arsenal Capital Advisors LLC History New 42,895 2,473 1.75% — 527 +42,895 New Q4 2025 Feb 11, 2026
CORA CAPITAL ADVISORS LLC History Reduced 42,463 2,430 0.95% 1.08% 529 -2,182 -4.89% Q4 2025 Jan 28, 2026
Independent Wealth Network Inc. History Reduced 42,463 2,430 0.74% 0.78% 528 -92 -0.22% Q4 2025 Jan 26, 2026
Bell Bank History Added to 42,447 2,429 0.1% 0.1% 530 +3,835 9.93% Q4 2025 Jan 14, 2026
Solutions 4 Wealth, Ltd History Added to 42,416 2,427 3.67% 2.25% 531 +16,976 66.73% Q4 2025 Feb 09, 2026
Sage Capital Management, LLC History Added to 42,233 2,417 1.12% 0.87% 532 +8,246 24.26% Q4 2025 Jan 15, 2026
Integras Partners LLC History Added to 42,162 2,413 1.95% 1.92% 533 +522 1.25% Q4 2025 Jan 29, 2026
Heritage Wealth Management, Inc. History Added to 42,081 2,408 0.67% 0.67% 534 +2,190 5.49% Q4 2025 Jan 26, 2026
Houlihan Financial Resource Group, Ltd. History Added to 41,080 2,377 0.9% 0.39% 535 +33,355 431.78% Q4 2025 Feb 10, 2026
Sovereign Financial Group, Inc. History Added to 41,233 2,360 0.41% 0.37% 536 +6,241 17.84% Q4 2025 Jan 07, 2026
Invst, LLC History Added to 41,068 2,350 0.26% 0.26% 537 +909 2.26% Q4 2025 Feb 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 40,994 2,346 0.26% 0.27% 538 -407 -0.98% Q4 2025 Jan 20, 2026
MCDONALD PARTNERS LLC History Added to 40,962 2,344 0.74% 0.67% 539 +1,908 4.89% Q4 2025 Feb 02, 2026
BG Investment Services, LLC History Reduced 40,949 2,343 2.09% 3.88% 540 -27,938 -40.56% Q4 2025 Feb 05, 2026
Legacy Capital Wealth Partners, LLC History Added to 40,850 2,338 0.5% 0.47% 541 +3,272 8.71% Q4 2025 Jan 16, 2026
Beaumont Financial Advisors, LLC History Added to 40,082 2,294 0.15% 0.15% 542 +1,049 2.69% Q4 2025 Jan 16, 2026
Frontier Asset Management, LLC History Added to 40,008 2,290 0.53% 0.53% 543 +2,731 7.33% Q4 2025 Feb 04, 2026
Anchor Capital Management Group Inc History No change 40,000 2,284 1.16% 1.16% 544 0 0.0% Q4 2025 Feb 20, 2026
Van Hulzen Asset Management, LLC History Added to 39,836 2,280 0.17% 0.17% 545 +91 0.23% Q4 2025 Feb 06, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Added to 39,607 2,267 1.67% 1.55% 546 +2,377 6.38% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Added to 39,461 2,258 0.0% 0.0% 547 +3,616 10.09% Q4 2025 Jan 30, 2026
REGIONS FINANCIAL CORP History Reduced 39,421 2,256 0.01% 0.06% 548 -125,943 -76.16% Q4 2025 Jan 27, 2026
SFE Investment Counsel History Reduced 39,101 2,238 0.34% 0.38% 549 -3,056 -7.25% Q4 2025 Feb 05, 2026
Cedarwood Wealth LLC History New 38,079 2,231 2.49% — 550 +38,079 New Q4 2025 Mar 05, 2026
Fullerton Advisors, LLC History New 38,683 2,214 2.21% — 552 +38,683 New Q4 2025 Feb 02, 2026
JT Stratford LLC History Reduced 38,683 2,214 0.28% 0.32% 551 -3,640 -8.6% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 38,624 2,210 0.03% 0.02% 553 +23,262 151.43% Q4 2025 Feb 06, 2026
Crewe Advisors LLC History Added to 38,406 2,198 0.19% 0.16% 554 +9,514 32.93% Q4 2025 Jan 16, 2026
Stelac Advisory Services LLC History Reduced 38,119 2,195 0.78% 0.79% 555 -2,122 -5.27% Q4 2025 Feb 12, 2026
Note Advisors, LLC History Added to 37,501 2,182 1.12% 1.18% 556 +2,843 8.2% Q4 2025 Feb 18, 2026
LGT Financial Advisors LLC History Reduced 38,048 2,177 13.33% 5.02% 557 -2,769 -6.78% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 37,930 2,171 0.04% 0.04% 558 +1,545 4.25% Q4 2025 Feb 17, 2026
TFR Capital, LLC. History Added to 37,843 2,166 0.72% 0.69% 559 +1,653 4.57% Q4 2025 Jan 27, 2026
Caerus Investment Advisors, LLC History Reduced 37,778 2,162 0.7% 1.43% 560 -23,444 -38.29% Q4 2025 Feb 12, 2026
BOK Financial Private Wealth, Inc. History Added to 37,456 2,159 0.13% 0.13% 561 +1,038 2.85% Q4 2025 Feb 06, 2026
Greykasell Wealth Strategies, Inc. History Added to 37,149 2,126 0.84% 0.88% 562 +696 1.91% Q4 2025 Feb 11, 2026
Newport Capital Group, LLC History Added to 37,058 2,121 1.3% 1.25% 563 +2,173 6.23% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History Reduced 37,025 2,119 0.04% 0.23% 564 -137,277 -78.76% Q4 2025 Feb 09, 2026
OneAscent Family Office, LLC History Added to 36,565 2,092 1.42% 1.67% 565 +676 1.88% Q4 2025 Feb 11, 2026
PMG Family Office LLC History Reduced 36,271 2,091 2.42% 2.38% 566 -1,030 -2.76% Q4 2025 Jan 28, 2026
Avestar Capital, LLC History Reduced 36,042 2,078 0.13% 0.16% 567 -7,641 -17.49% Q4 2025 Feb 10, 2026
MEANS INVESTMENT CO., INC. History Reduced 36,041 2,062 0.17% 0.22% 568 -8,985 -19.96% Q4 2025 Jan 26, 2026
Ruggiero Investments, Inc. History New 35,964 2,058 1.86% — 569 +35,964 New Q4 2025 Feb 12, 2026
Boreal Capital Management LLC History Added to 35,774 2,052 1.55% 0.98% 570 +14,399 67.36% Q4 2025 Feb 17, 2026
MLP3, LLC History New 35,812 2,049 2.24% — 571 +35,812 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 35,462 2,045 0.05% 0.11% 572 -25,595 -41.92% Q4 2025 Feb 02, 2026
Greenwich Wealth Management LLC History Reduced 35,696 2,043 0.09% 0.1% 573 -777 -2.13% Q4 2025 Feb 10, 2026
CROBAN History Reduced 35,710 2,043 0.98% 1.36% 574 -120 -0.33% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History Added to 35,526 2,033 0.04% 0.03% 575 +4,874 15.9% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History Added to 35,447 2,028 0.3% 0.31% 576 +854 2.47% Q4 2025 Jan 27, 2026
Etesian Wealth Advisors, Inc. History Added to 35,397 2,026 0.64% 0.66% 577 +180 0.51% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Added to 35,359 2,023 0.02% 0.01% 578 +16,728 89.79% Q4 2025 Jan 16, 2026
KERR FINANCIAL PLANNING Corp History Added to 34,675 2,023 2.73% 1.98% 579 +9,987 40.45% Q4 2025 Feb 10, 2026
HERBST GROUP, LLC History Reduced 35,251 2,017 1.19% 2.88% 581 -45,974 -56.6% Q4 2025 Jan 16, 2026
Acorn Wealth Advisors, LLC History Reduced 35,254 2,017 0.6% 0.77% 580 -8,035 -18.56% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 35,214 2,015 0.02% 0.03% 582 -9,304 -20.9% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 35,172 2,013 0.85% 0.95% 583 -1,799 -4.87% Q4 2025 Jan 14, 2026
Carr Financial Group Corp History Reduced 34,881 1,996 0.53% 0.68% 584 -8,185 -19.01% Q4 2025 Jan 09, 2026
IHT Wealth Management, LLC History Reduced 34,778 1,995 0.05% 0.05% 585 -559 -1.58% Q4 2025 Feb 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 34,785 1,991 0.49% 0.54% 586 -180 -0.51% Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Added to 34,575 1,979 0.16% 0.13% 587 +9,574 38.29% Q4 2025 Jan 13, 2026
Clear Creek Financial Management, LLC History Reduced 34,350 1,966 0.16% 0.2% 588 -5,527 -13.86% Q4 2025 Jan 23, 2026
J.Safra Asset Management Corp History Added to 34,301 1,963 0.1% 0.1% 589 +5,096 17.45% Q4 2025 Feb 11, 2026
Helium Advisors LLC History Reduced 33,947 1,943 1.97% 2.07% 590 -9,455 -21.78% Q4 2025 Feb 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 33,677 1,942 0.09% 0.08% 591 +13,333 65.54% Q4 2025 Feb 12, 2026
Red Mountain Financial, LLC History Added to 33,749 1,931 1.9% 1.85% 592 +1,812 5.67% Q4 2025 Jan 26, 2026
OLD MISSION CAPITAL LLC History New 33,662 1,926 0.04% — 593 +33,662 New Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Added to 33,307 1,906 0.99% 0.21% 594 +23,463 238.35% Q4 2025 Feb 18, 2026
SteelPeak Wealth, LLC History Reduced 33,018 1,903 0.06% 0.09% 596 -14,359 -30.31% Q4 2025 Jan 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 33,094 1,903 0.36% 0.37% 597 +1,776 5.67% Q4 2025 Feb 09, 2026
PDS Planning, Inc History Added to 33,254 1,903 0.13% 0.13% 595 +434 1.32% Q4 2025 Jan 26, 2026
Sound Income Strategies, LLC History Added to 32,449 1,895 0.09% 0.1% 598 +801 2.53% Q4 2025 Jan 21, 2026
Avidian Wealth Enterprises, LLC History Added to 32,768 1,875 0.07% 0.06% 599 +4,032 14.03% Q4 2025 Feb 02, 2026
BIP Wealth, LLC History New 32,742 1,874 0.07% — 600 +32,742 New Q4 2025 Jan 21, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 32,702 1,871 0.4% 0.7% 601 -3,528 -9.74% Q4 2025 Feb 12, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 32,665 1,869 0.27% — 602 +32,665 New Q4 2025 Feb 13, 2026
RESOLUTE CAPITAL, LLC History New 32,620 1,867 0.78% — 603 +32,620 New Q4 2025 Feb 10, 2026
Triumph Capital Management History Reduced 32,616 1,866 0.4% 0.52% 604 -1,507 -4.42% Q4 2025 Feb 12, 2026
Acorns Advisers, LLC History Added to 32,586 1,865 0.01% 0.01% 605 +4,655 16.67% Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History Reduced 32,580 1,864 0.15% 0.17% 606 -4,331 -11.73% Q4 2025 Jan 23, 2026
Columbia Bank History Added to 32,515 1,861 0.52% 0.36% 607 +9,599 41.89% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 32,265 1,846 0.5% 0.12% 608 +27,036 517.04% Q4 2025 Feb 09, 2026
Somerset Trust Co History Added to 32,211 1,843 0.56% 0.57% 609 +67 0.21% Q4 2025 Jan 09, 2026
Betterment LLC History Added to 32,163 1,841 0.0% 0.0% 610 +10,158 46.16% Q4 2025 Feb 12, 2026
Pacific Park Financial, Inc. History New 32,143 1,839 1.15% — 612 +32,143 New Q4 2025 Jan 30, 2026
CPC Advisors, LLC History Reduced 32,135 1,839 0.19% 0.2% 611 -383 -1.18% Q4 2025 Jan 28, 2026
HB Wealth Management, LLC History Reduced 32,091 1,836 0.01% 0.02% 613 -18,528 -36.6% Q4 2025 Jan 28, 2026
San Luis Wealth Advisors LLC History Reduced 32,068 1,835 0.31% 0.52% 614 -18,885 -37.06% Q4 2025 Jan 26, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 32,041 1,834 0.11% 0.29% 615 -38,433 -54.54% Q4 2025 Feb 11, 2026
Lifeworks Advisors, LLC History Reduced 31,873 1,824 0.24% 0.4% 616 -20,705 -39.38% Q4 2025 Feb 13, 2026
WEALTH EFFECTS LLC History Added to 31,606 1,809 0.57% 0.58% 618 +173 0.55% Q4 2025 Jan 26, 2026
Modus Advisors, LLC History Added to 31,614 1,809 0.48% 0.49% 617 +104 0.33% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 31,514 1,803 0.76% 0.78% 619 -335 -1.05% Q4 2025 Feb 06, 2026
Nelson Capital Management, LLC History Reduced 31,310 1,792 0.21% 0.25% 620 -5,491 -14.92% Q4 2025 Feb 10, 2026
LJI Wealth Management, LLC History Added to 31,266 1,789 0.27% 0.22% 621 +9,023 40.57% Q4 2025 Feb 03, 2026
Triton Wealth Management, PLLC History Added to 30,678 1,785 0.67% 0.35% 622 +14,579 90.56% Q4 2025 Feb 05, 2026
Armor Investment Advisors, LLC History Reduced 30,994 1,774 0.65% 1.93% 623 -75,818 -70.98% Q4 2025 Feb 05, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 30,960 1,772 0.52% 0.58% 624 -1,712 -5.24% Q4 2025 Jan 21, 2026
BKM Wealth Management, LLC History Added to 30,510 1,746 0.64% 0.62% 625 +1,029 3.49% Q4 2025 Jan 29, 2026
Coppell Advisory Solutions LLC History Added to 29,996 1,739 0.17% 0.16% 626 +3,432 12.92% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Reduced 30,355 1,737 0.21% 0.22% 627 -1,016 -3.24% Q4 2025 Jan 13, 2026
Kelly Financial Services LLC History Added to 30,225 1,730 0.43% 0.38% 628 +4,708 18.45% Q4 2025 Jan 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 30,167 1,726 0.36% 0.33% 629 +3,200 11.87% Q4 2025 Feb 09, 2026
Grant Private Wealth Management Inc History Reduced 30,121 1,724 1.04% 1.13% 630 -2,103 -6.53% Q4 2025 Jan 05, 2026
QP WEALTH MANAGEMENT, LLC History New 30,017 1,718 1.51% — 631 +30,017 New Q4 2025 Jan 07, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 29,885 1,710 0.84% 0.86% 632 0 0.0% Q4 2025 Feb 13, 2026
Bridgewealth Advisory Group, LLC History Reduced 29,735 1,702 0.38% 1.47% 633 -81,644 -73.3% Q4 2025 Feb 04, 2026
Generation Capital Management LLC History Added to 29,632 1,696 1.1% 1.13% 634 +2,233 8.15% Q4 2025 Feb 13, 2026
Spinnaker Investment Group, LLC History Added to 29,161 1,669 0.3% 0.31% 635 +74 0.25% Q4 2025 Jan 12, 2026
Post Resch Tallon Group Inc. History Added to 29,142 1,668 1.41% 1.45% 636 +387 1.35% Q4 2025 Jan 09, 2026
Edge Financial Advisors LLC History Added to 29,109 1,666 0.7% 0.32% 637 +16,502 130.9% Q4 2025 Jan 28, 2026
ELCO Management Co., LLC History Reduced 29,000 1,659 1.05% 0.87% 638 -400 -1.36% Q4 2025 Feb 04, 2026
Nolet Wealth Management, LLC History New 28,669 1,641 0.91% — 639 +28,669 New Q4 2025 Feb 27, 2026
Mainstream Capital Management LLC History Reduced 28,649 1,639 1.07% 1.11% 640 -718 -2.44% Q4 2025 Jan 21, 2026
Midwest Professional Planners, LTD. History Added to 28,542 1,633 0.39% 0.35% 641 +3,369 13.38% Q4 2025 Feb 06, 2026
GC Wealth Management RIA, LLC History New 28,152 1,611 0.06% — 642 +28,152 New Q4 2025 Jan 30, 2026
Per Stirling Capital Management, LLC. History Added to 27,971 1,601 0.18% 0.18% 643 +1,406 5.29% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Added to 27,791 1,590 0.09% 0.09% 644 +640 2.36% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Reduced 27,711 1,586 0.0% 0.0% 645 -3,256 -10.51% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History New 27,650 1,582 0.07% — 646 +27,650 New Q4 2025 Feb 10, 2026
XML Financial, LLC History Added to 27,360 1,566 0.13% 0.1% 647 +5,215 23.55% Q4 2025 Feb 11, 2026
CASCADE INVESTMENT GROUP, INC. History Reduced 27,320 1,563 1.04% 1.13% 648 -2,544 -8.52% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 27,182 1,555 0.03% 0.0% 649 +24,858 1069.62% Q4 2025 Feb 05, 2026
Cyndeo Wealth Partners, LLC History Added to 26,937 1,541 0.08% 0.04% 650 +12,790 90.41% Q4 2025 Jan 07, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 26,918 1,540 0.67% 0.68% 651 +931 3.58% Q4 2025 Jan 29, 2026
Strategic Wealth Advisors LLC History New 26,891 1,539 1.32% — 652 +26,891 New Q4 2025 Feb 03, 2026
DB&C Advisors, LLC History New 26,704 1,528 1.92% — 653 +26,704 New Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Added to 25,823 1,526 0.04% 0.03% 654 +2,525 10.84% Q4 2025 Feb 09, 2026
Wealthspire Advisors, LLC History Reduced 26,483 1,515 0.01% 0.01% 655 -5,749 -17.84% Q4 2025 Feb 13, 2026
Triad Wealth Partners, LLC History Reduced 26,208 1,500 0.14% 0.23% 656 -5,666 -17.78% Q4 2025 Jan 22, 2026
Autumn Glory Partners, LLC History Added to 26,083 1,492 0.52% 0.51% 657 +4,347 20.0% Q4 2025 Jan 27, 2026
Prosperitas Financial LLC History Added to 26,077 1,492 0.58% 0.59% 658 +980 3.9% Q4 2025 Feb 04, 2026
Meridian Wealth Management, LLC History Added to 26,019 1,489 0.05% 0.05% 659 +1,052 4.21% Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Added to 25,977 1,486 0.06% 0.08% 660 +4,027 18.35% Q4 2025 Feb 04, 2026
Sloy Dahl & Holst, LLC History Reduced 25,797 1,476 0.18% 0.16% 661 -854 -3.2% Q4 2025 Feb 04, 2026
Verity Asset Management, Inc. History Reduced 25,705 1,471 0.63% 1.64% 663 -62,209 -70.76% Q4 2025 Jan 30, 2026
Aspen Investment Management Inc History New 25,707 1,471 0.44% — 662 +25,707 New Q4 2025 Feb 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 25,560 1,463 0.02% 0.02% 664 0 0.0% Q4 2025 Feb 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 25,429 1,455 0.02% 0.02% 665 +3,430 15.59% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 25,363 1,451 0.11% 0.12% 666 -5,700 -18.35% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Reduced 25,326 1,449 0.11% 0.13% 667 -5,147 -16.89% Q4 2025 Jan 23, 2026
Institute for Wealth Management, LLC. History Added to 25,293 1,447 0.15% 0.15% 668 +302 1.21% Q4 2025 Jan 27, 2026
Frederick Financial Consultants, LLC History New 25,024 1,432 0.78% — 669 +25,024 New Q4 2025 Feb 10, 2026
WEALTH ALLIANCE, LLC History Reduced 24,890 1,424 0.14% 0.15% 670 -932 -3.61% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 24,867 1,423 0.0% 0.0% 671 -7,965 -24.26% Q4 2025 Feb 13, 2026
Andina Capital Management, LLC History Reduced 24,817 1,420 0.86% 0.85% 672 -1,565 -5.93% Q4 2025 Feb 12, 2026
TABLEAUX LLC History Reduced 24,782 1,410 1.0% 2.2% 673 -71,480 -74.26% Q4 2025 Feb 17, 2026
D'Orazio & Associates, Inc. History Reduced 24,624 1,409 0.18% 0.19% 674 -59 -0.24% Q4 2025 Feb 04, 2026
Concord Wealth Partners History Added to 24,523 1,403 0.18% 0.19% 675 +345 1.43% Q4 2025 Jan 29, 2026
PKS Advisory Services, LLC History Added to 24,345 1,393 0.32% 0.27% 676 +1,433 6.25% Q4 2025 Feb 02, 2026
Innovative Wealth Building LLC History Reduced 24,184 1,384 1.01% 1.13% 677 -1,195 -4.71% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 23,990 1,373 0.04% 0.01% 678 +15,588 185.53% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 23,955 1,371 0.03% 0.04% 679 -4,424 -15.59% Q4 2025 Feb 04, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 23,932 1,369 0.62% 0.72% 680 -753 -3.05% Q4 2025 Feb 10, 2026
Teucrium Investment Advisors, LLC History New 23,905 1,368 1.5% — 681 +23,905 New Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 23,885 1,367 0.02% 0.03% 682 -1,164 -4.65% Q4 2025 Jan 07, 2026
Paradigm, Strategies in Wealth Management, LLC History Added to 23,791 1,361 0.89% 0.87% 683 +38 0.16% Q4 2025 Jan 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 23,645 1,353 0.87% 0.88% 684 0 0.0% Q4 2025 Feb 13, 2026
Ascension Capital Advisors, Inc. History Added to 23,583 1,349 0.46% 0.23% 685 +13,327 129.94% Q4 2025 Feb 10, 2026
Elevation Wealth Management LLC History New 23,381 1,348 1.29% — 686 +23,381 New Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 23,299 1,343 0.02% 0.03% 687 -16,452 -41.39% Q4 2025 Jan 30, 2026
Diversify Advisory Services, LLC History Reduced 22,882 1,336 0.04% 0.06% 688 -8,042 -26.01% Q4 2025 Jan 23, 2026
Kestra Investment Management, LLC History Added to 23,339 1,335 0.03% 0.03% 689 +1,915 8.94% Q4 2025 Feb 09, 2026
Frank, Rimerman Advisors LLC History Reduced 23,248 1,330 0.08% 0.09% 690 -452 -1.91% Q4 2025 Jan 15, 2026
Wealth Dimensions Group, Ltd. History Reduced 23,198 1,327 0.26% 0.3% 691 -2,327 -9.12% Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 23,080 1,321 0.38% 0.41% 692 -849 -3.55% Q4 2025 Feb 05, 2026
Plotkin Financial Advisors, LLC History Reduced 23,027 1,318 0.64% 0.66% 693 -465 -1.98% Q4 2025 Feb 19, 2026
LRI Investments, LLC History Reduced 22,891 1,310 0.11% 0.13% 694 -4,033 -14.98% Q4 2025 Feb 04, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 22,786 1,304 0.2% 0.22% 695 -347 -1.5% Q4 2025 Feb 06, 2026
Falcon Wealth Planning History Added to 22,617 1,294 0.11% 0.09% 696 +5,339 30.9% Q4 2025 Feb 03, 2026
NOVEM GROUP History Reduced 22,600 1,293 0.15% 0.17% 697 -2,349 -9.42% Q4 2025 Jan 27, 2026
PCM Encore, LLC History New 22,475 1,286 0.27% — 699 +22,475 New Q4 2025 Feb 13, 2026
L2 Asset Management, LLC History Added to 22,476 1,286 0.17% 0.07% 698 +13,843 160.35% Q4 2025 Feb 17, 2026
Smallwood Wealth Investment Management, LLC History Added to 22,302 1,276 0.67% 0.58% 701 +2,513 12.7% Q4 2025 Jan 23, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 22,297 1,276 0.4% 0.46% 700 -1,950 -8.04% Q4 2025 Feb 03, 2026
RoundAngle Advisors LLC History Reduced 22,191 1,270 0.92% 0.99% 702 -288 -1.28% Q4 2025 Jan 12, 2026
Millennium Capital Advisors, LLC History Reduced 22,181 1,269 0.75% 0.76% 703 -5 -0.02% Q4 2025 Feb 05, 2026
Trueblood Wealth Management, LLC History Added to 22,128 1,266 0.49% 0.49% 704 +161 0.73% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Reduced 22,062 1,262 0.0% 0.0% 705 -1,335 -5.71% Q4 2025 Feb 02, 2026
Leelyn Smith, LLC History Added to 22,040 1,261 0.18% 0.19% 706 +384 1.77% Q4 2025 Jan 28, 2026
Financial Partners Group, Inc History Reduced 21,525 1,260 0.15% 0.19% 707 -5,092 -19.13% Q4 2025 Feb 03, 2026
Bravias Capital Group, LLC History Added to 22,011 1,259 0.76% 0.52% 708 +8,404 61.76% Q4 2025 Jan 29, 2026
Code Waechter LLC History Added to 21,880 1,252 0.8% 0.79% 709 +645 3.04% Q4 2025 Jan 26, 2026
GWN SECURITIES INC. History Added to 21,773 1,246 0.25% 0.19% 710 +7,357 51.03% Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History Reduced 21,676 1,240 0.89% 0.92% 711 -157 -0.72% Q4 2025 Feb 10, 2026
CPA Asset Management Group, LLC History Added to 21,445 1,227 0.43% 0.46% 712 +336 1.59% Q4 2025 Jan 13, 2026
Pasadena Private Wealth, LLC History Reduced 21,415 1,225 0.17% 0.19% 713 -1,405 -6.16% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 21,287 1,218 0.0% 0.0% 714 -1,736 -7.54% Q4 2025 Feb 17, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 20,919 1,212 0.47% 0.47% 715 -196 -0.93% Q4 2025 Feb 13, 2026
Brown Miller Wealth Management, LLC History Added to 21,169 1,211 0.33% 0.34% 716 +379 1.82% Q4 2025 Jan 23, 2026
Arrowroot Family Office, LLC History Added to 21,055 1,205 0.44% 0.43% 717 +1,989 10.43% Q4 2025 Feb 11, 2026
Coordinated Financial Services, Inc. History Reduced 20,941 1,198 0.69% 0.99% 718 -6,212 -22.88% Q4 2025 Feb 09, 2026
Milestone Asset Management Group, LLC History Added to 20,773 1,189 0.67% 0.46% 719 +7,899 61.36% Q4 2025 Feb 03, 2026
BTS Asset Management, Inc. History Reduced 20,569 1,178 1.59% 1.54% 720 -447 -2.13% Q4 2025 Jan 26, 2026
Cannon Wealth Management Services, LLC History Added to 20,413 1,168 0.82% 0.84% 721 +877 4.49% Q4 2025 Jan 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 20,385 1,166 0.06% 0.06% 722 +255 1.27% Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History No change 20,292 1,162 0.0% 0.0% 723 0 0.0% Q4 2025 Feb 05, 2026
SNS Financial Group, LLC History Added to 20,150 1,161 0.1% 0.09% 724 +2,377 13.37% Q4 2025 Feb 02, 2026
HOURGLASS CAPITAL, LLC History Reduced 20,150 1,153 0.25% 0.39% 725 -10,000 -33.17% Q4 2025 Jan 14, 2026
Yukon Wealth Management, Inc. History New 19,520 1,143 0.66% — 726 +19,520 New Q4 2025 Feb 10, 2026
Main Line Retirement Advisors, LLC History Added to 19,930 1,140 0.58% 0.49% 727 +3,350 20.21% Q4 2025 Jan 21, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 19,811 1,134 0.83% 0.78% 728 +2,410 13.85% Q4 2025 Feb 20, 2026
Strategic Advisors LLC History Added to 19,747 1,130 0.18% 0.16% 729 +2,774 16.34% Q4 2025 Feb 10, 2026
Maia Wealth LLC History Reduced 19,079 1,125 0.19% 0.21% 730 -2,681 -12.32% Q4 2025 Feb 17, 2026
Nordwand Advisors, LLC History No change 19,565 1,119 0.2% 0.18% 731 0 0.0% Q4 2025 Feb 03, 2026
Reyes Financial Architecture, Inc. History Added to 19,539 1,118 0.68% 0.59% 733 +4,253 27.82% Q4 2025 Jan 26, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 19,543 1,118 0.16% 0.18% 732 -790 -3.89% Q4 2025 Feb 13, 2026
FWG Holdings, LLC History No change 19,602 1,115 0.42% 0.48% 734 0 0.0% Q4 2025 Feb 02, 2026
BCGM Wealth Management, LLC History Reduced 19,476 1,114 0.28% 0.35% 735 -4,087 -17.34% Q4 2025 Jan 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 19,450 1,113 0.02% 0.02% 736 +722 3.86% Q4 2025 Feb 09, 2026
Jackson Hole Capital Partners, LLC History Added to 19,434 1,112 0.19% 0.07% 737 +12,621 185.25% Q4 2025 Jan 30, 2026
Bellwether Advisors, LLC History No change 19,393 1,110 0.18% 0.18% 738 0 0.0% Q4 2025 Feb 09, 2026
Private Wealth Partners, LLC History Reduced 19,305 1,104 0.08% 0.22% 739 -34,216 -63.93% Q4 2025 Jan 27, 2026
TRITONPOINT WEALTH, LLC History Reduced 19,067 1,099 0.11% 0.1% 740 -509 -2.6% Q4 2025 Jan 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 19,082 1,092 0.15% 0.15% 741 +2,662 16.21% Q4 2025 Jan 12, 2026
Sun Financial Inc History New 19,005 1,087 0.61% — 744 +19,005 New Q4 2025 Feb 02, 2026
ERn Financial, LLC History Added to 18,994 1,087 0.2% 0.2% 742 +1,589 9.13% Q4 2025 Jan 15, 2026
Syntegra Private Wealth Group, LLC History Reduced 18,997 1,087 0.1% 0.1% 743 -474 -2.43% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Reduced 18,873 1,080 0.08% 0.09% 745 -608 -3.12% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 18,818 1,077 0.01% 0.01% 746 -1,536 -7.55% Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 18,787 1,075 0.01% 0.01% 747 +6,257 49.94% Q4 2025 Feb 12, 2026
Cascades Capital Asset Management, LLC History Reduced 18,772 1,074 0.45% 0.55% 748 -3,296 -14.94% Q4 2025 Feb 04, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 18,447 1,069 0.02% 0.02% 749 +1,500 8.85% Q4 2025 Jan 26, 2026
Beckerman Institutional, LLC History Reduced 18,574 1,063 0.6% 0.66% 750 -973 -4.98% Q4 2025 Feb 10, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 18,382 1,060 0.19% 0.18% 751 +1,308 7.66% Q4 2025 Feb 09, 2026
WealthPlan Investment Management, LLC History Reduced 18,332 1,049 0.07% 0.12% 752 -14,552 -44.25% Q4 2025 Feb 05, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 18,305 1,047 0.73% 0.92% 754 -3,179 -14.8% Q4 2025 Jan 23, 2026
Westbourne Investment Advisors, Inc. History Added to 18,300 1,047 0.29% 0.28% 753 +900 5.17% Q4 2025 Jan 23, 2026
Intrua Financial, LLC History Reduced 18,268 1,045 0.11% 0.18% 755 -10,628 -36.78% Q4 2025 Feb 05, 2026
Sunbelt Securities, Inc. History Reduced 18,222 1,043 0.07% 0.09% 756 -3,637 -16.64% Q4 2025 Feb 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 18,213 1,042 0.69% 0.94% 757 -4,804 -20.87% Q4 2025 Jan 07, 2026
First Heartland Consultants, Inc. History Reduced 17,956 1,027 0.08% 0.1% 758 -3,745 -17.26% Q4 2025 Jan 09, 2026
Legacy Financial Strategies, LLC History Reduced 17,925 1,026 0.18% 0.22% 759 -3,744 -17.28% Q4 2025 Jan 23, 2026
SevenBridge Financial Group, LLC History Reduced 17,503 1,025 0.16% 0.21% 761 -4,772 -21.42% Q4 2025 Feb 02, 2026
Aviance Capital Partners, LLC History Added to 17,922 1,025 0.12% 0.11% 760 +965 5.69% Q4 2025 Feb 06, 2026
Marion Wealth Management History Reduced 17,198 1,004 0.22% 0.25% 762 -1,075 -5.88% Q4 2025 Jan 26, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 17,549 1,004 0.43% 0.44% 763 +126 0.72% Q4 2025 Feb 05, 2026
Next Level Private LLC History Reduced 17,492 1,001 0.26% 1.07% 764 -47,278 -72.99% Q4 2025 Jan 07, 2026
NVWM, LLC History Added to 17,418 997 0.22% 0.22% 765 +627 3.73% Q4 2025 Jan 20, 2026
Prosperity Wealth Management, Inc. History New 17,384 995 0.33% — 766 +17,384 New Q4 2025 Mar 27, 2026
ProCore Advisors, LLC History New 17,350 993 1.02% — 767 +17,350 New Q4 2025 Jan 21, 2026
Meridian Financial Advisors, LLC History Added to 17,250 987 0.54% 0.34% 768 +6,751 64.3% Q4 2025 Jan 23, 2026
Gladstone Institutional Advisory LLC History Reduced 17,071 977 0.04% 0.05% 769 -7,423 -30.31% Q4 2025 Feb 17, 2026
UNIQUE WEALTH, LLC History Reduced 17,064 976 0.14% 0.16% 770 -1,891 -9.98% Q4 2025 Jan 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 16,909 967 0.77% — 772 +16,909 New Q4 2025 Feb 11, 2026
Independence Asset Advisors, LLC History Added to 16,780 967 0.53% 0.3% 771 +4,374 35.26% Q4 2025 Feb 02, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 16,755 965 0.22% 0.21% 773 +2,477 17.35% Q4 2025 Feb 04, 2026
OMNI 360 Wealth, Inc. History Reduced 16,535 964 0.49% 0.6% 774 -2,212 -11.8% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Reduced 16,469 962 0.08% 0.22% 776 -28,172 -63.11% Q4 2025 Jan 20, 2026
Auour Investments LLC History Added to 16,808 962 0.31% 0.23% 775 +4,165 32.94% Q4 2025 Jan 12, 2026
Tactive Advisors, LLC History Added to 16,788 960 0.28% 0.27% 777 +116 0.7% Q4 2025 Jan 09, 2026
Jupiter Wealth Management LLC History No change 16,250 958 0.43% 0.44% 778 0 0.0% Q4 2025 Feb 13, 2026
L & S Advisors Inc History Added to 16,679 954 0.09% 0.08% 779 +1,447 9.5% Q4 2025 Feb 05, 2026
Collaborative Wealth Managment Inc. History Added to 16,605 950 0.33% 0.13% 780 +10,935 192.86% Q4 2025 Feb 09, 2026
Main Street Financial Solutions, LLC History Reduced 16,565 948 0.07% 0.22% 781 -42,205 -71.81% Q4 2025 Feb 17, 2026
Cypress Capital Management LLC (WY) History Reduced 16,260 937 0.87% 1.27% 782 -7,803 -32.43% Q4 2025 Feb 09, 2026
Bay Rivers Group History Added to 16,342 935 0.38% 0.29% 783 +4,316 35.89% Q4 2025 Jan 07, 2026
Pointe Capital Management LLC History Reduced 16,290 932 0.46% 0.48% 784 -1,050 -6.06% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 16,261 930 0.08% 0.08% 786 -2,464 -13.16% Q4 2025 Feb 17, 2026
Argyle Capital Partners, LLC History Reduced 16,260 930 0.68% 0.75% 787 -1,999 -10.95% Q4 2025 Feb 17, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 16,139 930 0.27% 0.25% 785 +1,713 11.87% Q4 2025 Feb 11, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 16,240 929 0.74% 1.58% 789 -16,145 -49.85% Q4 2025 Jan 21, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 16,214 929 0.16% 0.16% 788 -480 -2.88% Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History Added to 16,206 927 0.59% 0.44% 790 +4,152 34.44% Q4 2025 Feb 11, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 16,135 923 0.26% 0.34% 791 -3,510 -17.87% Q4 2025 Jan 27, 2026
IAM Advisory, LLC History Added to 16,132 923 0.21% 0.2% 792 +227 1.43% Q4 2025 Jan 07, 2026
Portfolio Strategies, Inc. History Reduced 16,060 919 0.11% 0.24% 793 -20,099 -55.59% Q4 2025 Jan 27, 2026
Skyline Advisors, Inc. History Added to 16,064 919 0.31% 0.29% 794 +1,351 9.18% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Added to 15,991 915 0.03% 0.03% 795 +4,083 34.29% Q4 2025 Jan 20, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 15,976 914 0.39% 0.44% 796 -220 -1.36% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 15,902 910 0.5% — 798 +15,902 New Q4 2025 Feb 17, 2026
MRA Advisory Group History Added to 15,906 910 0.38% 0.35% 797 +1,954 14.01% Q4 2025 Jan 16, 2026
CGN Advisors LLC History Added to 15,533 889 0.07% 0.07% 799 +305 2.0% Q4 2025 Jan 05, 2026
PINCUS CAPITAL MANAGEMENT, LP History New 15,500 887 0.59% — 800 +15,500 New Q4 2025 Feb 10, 2026