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

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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
JPMORGAN CHASE & CO History Reduced 23,671,381 1,375,780 0.09% 0.1% 1 -4,335,731 -15.48% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 22,507,866 1,308,157 0.08% 0.07% 2 +1,408,923 6.68% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 14,883,554 865,032 0.24% 0.24% 3 +589,696 4.13% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 12,745,418 740,763 0.05% 0.05% 4 +957,146 8.12% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 8,195,365 476,314 0.09% 0.09% 5 +383,927 4.91% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 5,039,267 292,836 0.07% 0.06% 6 +597,930 13.46% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 4,088,702 237,636 0.04% 7 +4,088,702 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,937,400 228,841 0.07% 0.07% 8 +6,450 0.16% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Reduced 3,874,499 225,249 0.33% 0.31% 9 -21,448 -0.55% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 3,423,625 198,981 0.03% 0.03% 10 +29,163 0.86% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,388,639 196,947 0.06% 0.06% 11 -185,783 -5.2% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,872,597 166,955 0.22% 0.21% 12 +89,212 3.21% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 2,831,490 164,566 0.18% 0.18% 13 +137,560 5.11% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 2,042,274 118,696 0.49% 14 +2,042,274 New Q4 2025 Feb 05, 2026
RiverFront Investment Group, LLC History Reduced 1,961,662 114,011 1.88% 2.66% 15 -669,052 -25.43% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 1,922,556 111,738 0.76% 0.29% 16 +1,231,809 178.33% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,714,156 99,627 0.06% 0.05% 17 +411,161 31.56% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,704,463 99,063 0.01% 0.01% 18 +285,963 20.16% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 1,343,676 78,094 0.19% 0.18% 19 +178,169 15.29% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 1,272,889 73,980 0.07% 0.07% 20 -104,559 -7.59% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 1,148,691 66,761 0.27% 0.29% 21 +58,733 5.39% Q4 2025 Feb 13, 2026
CAPITAL ADVISORS INC/OK History Added to 1,121,601 65,187 1.05% 1.05% 22 +31,566 2.9% Q4 2025 Jan 15, 2026
Janney Montgomery Scott LLC History Reduced 1,119,736 65,079 0.15% 0.16% 23 -32,386 -2.81% Q4 2025 Feb 11, 2026
Hilton Capital Management, LLC History Added to 1,070,046 62,191 4.68% 4.96% 24 +4,577 0.43% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 1,010,618 58,737 0.28% 0.28% 25 +9,560 0.95% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 840,622 48,856 0.05% 0.06% 26 -63,752 -7.05% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 825,450 47,975 0.13% 0.1% 27 +164,323 24.85% Q4 2025 Feb 05, 2026
CWM, LLC History Added to 823,751 47,876 0.13% 0.13% 28 +47,179 6.08% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Added to 737,969 42,890 1.1% 1.07% 29 +12,700 1.75% Q4 2025 Feb 03, 2026
JANE STREET GROUP, LLC History Reduced 669,600 38,917 0.01% 0.01% 30 -302,822 -31.14% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 662,314 38,493 0.05% 0.04% 31 +109,014 19.7% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 659,374 38,322 0.06% 0.06% 32 +8,995 1.38% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 657,148 38,209 0.07% 0.07% 33 +69,986 11.92% Q4 2025 Mar 16, 2026
Wealth Advisors of Iowa, LLC History Added to 618,962 35,974 11.81% 11.7% 34 +21,516 3.6% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 612,639 35,606 0.2% 0.19% 35 +23,932 4.07% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 611,979 35,568 0.62% 0.63% 36 -149 -0.02% Q4 2025 Jan 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 601,260 35,396 0.05% 0.07% 37 -233,632 -27.98% Q4 2025 Jan 08, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 589,440 34,258 0.69% 0.72% 38 +5,278 0.9% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Reduced 588,942 34,229 0.01% 0.01% 39 -29,707 -4.8% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 588,774 34,219 0.85% 0.9% 40 -12,310 -2.05% Q4 2025 Feb 09, 2026
TRUIST FINANCIAL CORP History Reduced 578,402 33,616 0.04% 0.05% 41 -9,307 -1.58% Q4 2025 Feb 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 526,978 30,628 0.59% 0.58% 42 +22,845 4.53% Q4 2025 Feb 12, 2026
Lebenthal Global Advisors, LLC History Added to 517,512 30,077 4.64% 5.13% 43 +7,647 1.5% Q4 2025 Jan 28, 2026
NewEdge Advisors, LLC History Reduced 511,360 29,720 0.11% 0.14% 44 -12,114 -2.31% Q4 2025 Feb 18, 2026
PSI Advisors, LLC History Added to 496,715 28,869 7.25% 6.94% 45 +28,083 5.99% Q4 2025 Feb 09, 2026
Magnus Financial Group LLC History Added to 467,341 27,161 2.07% 2.09% 46 +7,939 1.73% Q4 2025 Jan 07, 2026
Focus Partners Wealth History Added to 446,570 26,008 0.03% 0.04% 47 +25,844 6.14% Q4 2025 Feb 13, 2026
James Reed Financial Services, Inc. History Added to 439,846 25,563 20.49% 21.3% 48 +26,869 6.51% Q4 2025 Jan 14, 2026
CITADEL ADVISORS LLC History Reduced 428,500 24,904 0.0% 0.0% 49 -126,100 -22.74% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Added to 385,776 22,421 2.14% 2.13% 50 +8,051 2.13% Q4 2025 Jan 28, 2026
SageGuard Financial Group, LLC History New 366,313 21,290 3.39% 51 +366,313 New Q4 2025 Jan 27, 2026
HUB Investment Partners, LLC History Added to 359,246 20,879 0.54% 0.56% 52 +64,583 21.92% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 353,775 20,561 0.01% 0.01% 53 +31,261 9.69% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 337,822 19,634 0.01% 0.01% 54 +10,611 3.24% Q4 2025 Feb 10, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 335,097 19,475 0.16% 0.14% 55 +520 0.16% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History Added to 317,764 18,468 0.99% 0.89% 56 +46,178 17.0% Q4 2025 Jan 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 312,367 18,154 0.22% 0.23% 57 -5,839 -1.83% Q4 2025 Jan 21, 2026
Aventura Private Wealth, LLC History Reduced 302,951 17,607 6.33% 6.6% 58 -8,085 -2.6% Q4 2025 Jan 07, 2026
Kingsview Wealth Management, LLC History Added to 300,051 17,438 0.25% 0.21% 59 +57,357 23.63% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Added to 293,227 17,042 0.04% 0.04% 60 +26,389 9.89% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 289,236 16,810 0.14% 0.15% 61 +26,009 9.88% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 276,324 16,060 0.02% 0.01% 62 +217,708 371.41% Q4 2025 Feb 11, 2026
&PARTNERS History Reduced 262,881 15,317 0.08% 0.1% 63 -3,512 -1.32% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 262,420 15,251 0.11% 0.11% 64 +10,230 4.06% Q4 2025 Feb 12, 2026
Centurion Wealth Management LLC History Added to 251,902 14,641 3.21% 3.22% 65 +5,977 2.43% Q4 2025 Jan 14, 2026
Pine Valley Investments Ltd Liability Co History Added to 235,309 13,771 0.64% 0.64% 66 +8,531 3.76% Q4 2025 Feb 13, 2026
Bernardo Wealth Planning LLC History Added to 230,085 13,372 2.55% 2.58% 67 +1,314 0.57% Q4 2025 Jan 26, 2026
MADDEN SECURITIES Corp History Reduced 222,368 12,924 3.94% 4.32% 68 -23,099 -9.41% Q4 2025 Feb 04, 2026
Mountain Capital Investment Advisors Inc. History Added to 211,822 12,594 2.03% 2.05% 69 +8,184 4.02% Q4 2025 Jan 28, 2026
KINTRA WEALTH, LLC History Reduced 215,597 12,530 1.75% 7.22% 70 -6,993 -3.14% Q4 2025 Feb 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 213,117 12,386 0.15% 0.15% 71 +9,453 4.64% Q4 2025 Jan 29, 2026
Argent Trust Co History Reduced 211,015 12,264 0.42% 0.45% 72 -7,335 -3.36% Q4 2025 Feb 10, 2026
Cambridge Advisors Inc. History Added to 208,509 12,118 2.31% 2.33% 73 +1,570 0.76% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Added to 205,600 11,949 0.1% 0.04% 74 +125,789 157.61% Q4 2025 Jan 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 204,496 11,885 0.57% 0.32% 75 +111,653 120.26% Q4 2025 Jan 28, 2026
Compass Financial Services Inc History Added to 204,503 11,885 5.12% 4.94% 76 +10,562 5.45% Q4 2025 Feb 27, 2026
ROTHSCHILD INVESTMENT LLC History Added to 203,611 11,833 0.65% 0.66% 77 +312 0.15% Q4 2025 Feb 10, 2026
RWQ Financial Management Services, Inc. History Added to 196,750 11,435 5.26% 0.09% 78 +193,250 5521.43% Q4 2025 Feb 02, 2026
Beacon Financial Advisory LLC History Added to 196,586 11,425 2.65% 2.54% 79 +6,133 3.22% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 194,906 11,327 0.07% 80 +194,906 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 194,550 11,308 0.19% 0.2% 81 -10,150 -4.96% Q4 2025 Feb 09, 2026
Eldridge Investment Advisors, Inc. History Reduced 191,863 11,151 2.46% 2.65% 82 -12,325 -6.04% Q4 2025 Feb 11, 2026
Three Magnolias Financial Advisors, LLC History Added to 186,927 10,864 6.75% 6.62% 83 +1,919 1.04% Q4 2025 Jan 20, 2026
Venture Visionary Partners LLC History Added to 184,687 10,734 0.35% 0.35% 84 +9,294 5.3% Q4 2025 Feb 13, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 184,451 10,720 6.76% 85 +184,451 New Q4 2025 Feb 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 183,664 10,674 0.28% 0.27% 86 +11,676 6.79% Q4 2025 Jan 23, 2026
Summit Financial, LLC History Reduced 177,705 10,430 0.15% 0.17% 87 -16,929 -8.7% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 176,137 10,237 0.21% 0.23% 88 +3,713 2.15% Q4 2025 Feb 03, 2026
Ellis Investment Partners, LLC History Reduced 175,227 10,184 1.78% 2.72% 89 -86,679 -33.1% Q4 2025 Feb 02, 2026
Coastal Bridge Advisors, LLC History Added to 159,581 9,274 0.69% 0.69% 90 +450 0.28% Q4 2025 Feb 18, 2026
AdvisorNet Financial, Inc History Reduced 156,525 9,097 0.48% 0.57% 91 -18,191 -10.41% Q4 2025 Jan 20, 2026
Lighthouse Financial LLC History Reduced 156,511 9,096 5.94% 6.26% 92 -8,424 -5.11% Q4 2025 Feb 17, 2026
Wick Capital Partners, LLC History Reduced 155,697 9,049 1.62% 2.3% 93 -11,984 -7.15% Q4 2025 Mar 02, 2026
COMERICA BANK History Reduced 155,214 9,021 0.04% 0.04% 94 -7,524 -4.62% Q4 2025 Jan 29, 2026
Morse Asset Management, Inc History Added to 153,505 8,921 1.78% 1.74% 95 +1,752 1.15% Q4 2025 Feb 03, 2026
Cornerstone Wealth Management, LLC History Added to 152,844 8,883 0.46% 0.46% 96 +9,344 6.51% Q4 2025 Feb 05, 2026
Hennion & Walsh Asset Management, Inc. History Added to 150,302 8,735 0.3% 0.3% 97 +7,769 5.45% Q4 2025 Jan 14, 2026
ADG Wealth Management Group, LLC History Added to 149,573 8,693 6.58% 6.64% 98 +4,204 2.89% Q4 2025 Jan 15, 2026
STEPHENS INC /AR/ History Reduced 147,238 8,557 0.11% 0.11% 99 -3,969 -2.62% Q4 2025 Feb 05, 2026
Principle Wealth Partners LLC History Added to 145,107 8,433 0.47% 0.48% 100 +2,435 1.71% Q4 2025 Feb 06, 2026
Members Advisory Group LLC History Added to 143,039 8,313 3.13% 2.49% 101 +20,624 16.85% Q4 2025 Jan 27, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 142,833 8,301 1.33% 1.62% 102 -11,147 -7.24% Q4 2025 Jan 26, 2026
Carr Financial Group Corp History Added to 140,611 8,172 2.17% 1.67% 103 +34,547 32.57% Q4 2025 Jan 09, 2026
Sandbox Financial Partners, LLC History Reduced 139,962 8,134 2.25% 2.34% 104 -2,158 -1.52% Q4 2025 Jan 07, 2026
KENNEDY INVESTMENT GROUP History Added to 139,234 8,092 3.05% 2.9% 105 +12,207 9.61% Q4 2025 Feb 06, 2026
Advisory Resource Group History Added to 138,077 8,025 1.41% 1.39% 106 +3,506 2.61% Q4 2025 Feb 12, 2026
SHP Wealth Management History New 137,958 8,018 0.62% 107 +137,958 New Q4 2025 Mar 04, 2026
Larson Financial Group LLC History Added to 137,415 7,986 0.27% 0.26% 108 +6,839 5.24% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 136,846 7,953 0.87% 0.77% 109 +17,828 14.98% Q4 2025 Jan 20, 2026
IVC Wealth Advisors LLC History Added to 134,752 7,831 3.41% 3.32% 110 +5,783 4.48% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Added to 129,901 7,549 0.15% 0.15% 111 +5,705 4.59% Q4 2025 Jan 14, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 127,449 7,480 2.74% 2.86% 112 -7,441 -5.52% Q4 2025 Jan 21, 2026
Creative Planning History Added to 127,602 7,416 0.01% 0.0% 113 +19,144 17.65% Q4 2025 Feb 17, 2026
Mechanics Bank Trust Department History Added to 126,546 7,354 0.96% 0.9% 114 +15,033 13.48% Q4 2025 Jan 14, 2026
Stratos Wealth Partners, LTD. History Reduced 125,682 7,304 0.08% 0.1% 115 -16,689 -11.72% Q4 2025 Jan 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 125,136 7,272 0.43% 0.44% 116 +2,583 2.11% Q4 2025 Feb 10, 2026
New England Private Wealth Advisors LLC History Reduced 124,526 7,237 0.9% 0.95% 117 -462 -0.37% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 120,460 7,117 0.27% 0.24% 118 +51,527 74.75% Q4 2025 Feb 13, 2026
Indivisible Partners History New 122,250 7,105 0.77% 119 +122,250 New Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 121,394 7,055 0.05% 0.06% 120 +1,326 1.1% Q4 2025 Feb 18, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 121,285 7,049 1.33% 1.27% 121 +4,595 3.94% Q4 2025 Jan 28, 2026
Newbridge Financial Services Group, Inc. History Reduced 119,884 6,967 1.08% 1.04% 122 -760 -0.63% Q4 2025 Jan 21, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 118,017 6,859 4.92% 4.94% 123 +977 0.83% Q4 2025 Jan 23, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 116,859 6,791 1.62% 1.57% 124 -1,819 -1.53% Q4 2025 Feb 13, 2026
Garden State Investment Advisory Services LLC History Added to 116,161 6,782 1.49% 1.48% 125 +402 0.35% Q4 2025 Feb 17, 2026
MBL Wealth, LLC History Reduced 116,040 6,744 0.54% 0.65% 126 -13,278 -10.27% Q4 2025 Jan 21, 2026
Cadence Bank History Added to 114,044 6,628 0.39% 0.35% 127 +13,746 13.71% Q4 2025 Jan 30, 2026
Dynamic Advisor Solutions LLC History Reduced 113,509 6,597 0.21% 0.2% 128 -6,809 -5.66% Q4 2025 Jan 09, 2026
Avior Wealth Management, LLC History Added to 112,873 6,560 0.2% 0.19% 129 +9,310 8.99% Q4 2025 Jan 06, 2026
D.A. DAVIDSON & CO. History Added to 112,396 6,532 0.04% 0.04% 130 +13,200 13.31% Q4 2025 Jan 29, 2026
High Net Worth Advisory Group LLC History Added to 112,353 6,530 1.51% 1.45% 131 +7,674 7.33% Q4 2025 Jan 23, 2026
AlphaStar Capital Management, LLC History Reduced 111,868 6,501 0.48% 0.66% 132 -20,916 -15.75% Q4 2025 Feb 02, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 111,292 6,468 3.5% 3.49% 133 +3,309 3.06% Q4 2025 Jan 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 108,493 6,401 0.01% 0.01% 134 +18,478 20.53% Q4 2025 Feb 05, 2026
Spire Wealth Management History Added to 110,097 6,398 0.21% 0.1% 135 +58,060 111.57% Q4 2025 Jan 14, 2026
Vienna Asset Management LLC History Reduced 109,964 6,391 3.63% 4.98% 136 -35,461 -24.38% Q4 2025 Feb 13, 2026
Eagle Bluffs Wealth Management LLC History Reduced 108,325 6,358 2.58% 2.72% 137 -1,368 -1.25% Q4 2025 Feb 13, 2026
Caerus Investment Advisors, LLC History Added to 109,277 6,351 2.06% 0.58% 138 +84,431 339.82% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Added to 109,130 6,342 0.19% 0.18% 139 +3,326 3.14% Q4 2025 Feb 11, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 107,411 6,242 2.14% 2.76% 141 -36,801 -25.52% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Added to 107,405 6,242 0.01% 0.01% 140 +7,566 7.58% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Added to 107,220 6,231 0.07% 0.07% 142 +11,926 12.51% Q4 2025 Jan 15, 2026
Chicago Partners Investment Group LLC History Added to 105,038 6,220 0.15% 0.15% 143 +10,111 10.65% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Added to 105,857 6,152 0.15% 0.13% 144 +19,727 22.9% Q4 2025 Jan 28, 2026
PINNACLE ASSOCIATES LTD History Added to 104,613 6,080 0.08% 0.07% 145 +12,983 14.17% Q4 2025 Feb 05, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 104,233 6,058 0.72% 0.76% 146 +485 0.47% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 103,780 6,031 0.07% 0.06% 147 +16,498 18.9% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 103,633 6,023 0.07% 0.07% 148 -23,311 -18.36% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 103,612 6,022 0.28% 0.27% 149 +2,851 2.83% Q4 2025 Feb 13, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 99,471 5,838 1.34% 1.35% 150 +1,566 1.6% Q4 2025 Jan 28, 2026
Ignite Planners, LLC History Added to 95,302 5,663 0.87% 0.86% 151 +3,914 4.28% Q4 2025 Feb 06, 2026
Intrepid Financial Planning Group LLC History Reduced 97,232 5,651 2.15% 2.16% 152 -1,205 -1.22% Q4 2025 Feb 13, 2026
21 West Wealth Management LLC History Reduced 97,056 5,640 5.15% 5.42% 153 -2,328 -2.34% Q4 2025 Jan 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 95,648 5,559 0.2% 0.19% 154 +26,652 38.63% Q4 2025 Feb 09, 2026
Greater Midwest Financial Group, LLC History Added to 95,099 5,527 3.09% 3.21% 155 +8,648 10.0% Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 94,820 5,508 0.85% 156 +94,820 New Q4 2025 Jan 05, 2026
Mutual Advisors, LLC History Added to 94,294 5,480 0.12% 0.12% 157 +1,933 2.09% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 93,835 5,453 0.03% 0.01% 158 +61,360 188.95% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 92,896 5,399 0.1% 0.11% 159 +13,468 16.96% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 91,438 5,314 0.06% 0.08% 160 +8,178 9.82% Q4 2025 Jan 29, 2026
FRG Family Wealth Advisors LLC History Reduced 90,996 5,288 0.82% 1.0% 161 -17,195 -15.89% Q4 2025 Jan 21, 2026
NWF Advisory Services Inc. History Reduced 89,489 5,201 0.57% 0.61% 162 -7,312 -7.55% Q4 2025 Mar 03, 2026
Krilogy Financial LLC History Added to 87,059 5,176 0.18% 0.19% 163 +897 1.04% Q4 2025 Jan 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 88,947 5,169 0.09% 0.1% 164 +4,047 4.77% Q4 2025 Feb 19, 2026
Trinity Legacy Partners, LLC History Reduced 87,896 5,108 1.17% 1.38% 165 -13,931 -13.68% Q4 2025 Jan 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 85,207 5,034 0.34% 0.35% 166 +4,817 5.99% Q4 2025 Jan 15, 2026
Ulland Investment Advisors, LLC History Reduced 86,409 5,022 4.02% 3.8% 167 -1,329 -1.51% Q4 2025 Jan 08, 2026
World Investment Advisors History Added to 85,793 4,986 0.08% 0.07% 168 +24,531 40.04% Q4 2025 Mar 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 85,155 4,949 0.34% 0.35% 169 +5,274 6.6% Q4 2025 Feb 03, 2026
Hibernia Wealth Partners, LLC History Added to 84,005 4,882 1.47% 1.51% 170 +42,985 104.79% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Reduced 83,863 4,874 0.05% 0.1% 171 -32,691 -28.05% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 83,160 4,833 0.07% 0.07% 172 +12,491 17.68% Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History Reduced 83,119 4,830 0.18% 0.24% 173 -26,331 -24.06% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 82,758 4,809 0.03% 0.02% 174 +9,016 12.23% Q4 2025 Jan 29, 2026
HUNTINGTON NATIONAL BANK History Added to 82,459 4,792 0.03% 0.02% 175 +21,976 36.33% Q4 2025 Feb 09, 2026
Maia Wealth LLC History Added to 83,052 4,770 0.81% 0.81% 176 +1,263 1.54% Q4 2025 Feb 17, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 80,548 4,681 0.57% 0.61% 177 -1,129 -1.38% Q4 2025 Jan 07, 2026
NATIXIS ADVISORS, LLC History Added to 78,691 4,574 0.01% 0.0% 178 +31,478 66.67% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 78,497 4,562 0.02% 0.01% 179 +8,696 12.46% Q4 2025 Feb 06, 2026
Semus Wealth Partners LLC History Added to 78,467 4,560 2.46% 2.48% 180 +2,403 3.16% Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Added to 77,363 4,496 0.29% 0.26% 181 +10,066 14.96% Q4 2025 Feb 18, 2026
Visionary Wealth Advisors History Reduced 75,911 4,411 0.2% 0.2% 182 -7 -0.01% Q4 2025 Feb 13, 2026
Onyx Bridge Wealth Group LLC History Added to 75,421 4,387 0.47% 0.44% 183 +5,386 7.69% Q4 2025 Feb 18, 2026
J.W. COLE ADVISORS, INC. History Added to 94,403 4,381 0.11% 0.09% 184 +9,076 10.64% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 74,876 4,351 0.02% 0.02% 185 +5,911 8.57% Q4 2025 Jan 12, 2026
PFG Investments, LLC History Added to 74,492 4,329 0.2% 0.21% 186 +4,679 6.7% Q4 2025 Jan 26, 2026
BLAIR WILLIAM & CO/IL History Reduced 73,982 4,299 0.01% 0.01% 187 -10,041 -11.95% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 73,351 4,263 0.3% 0.33% 188 +114 0.16% Q4 2025 Jan 21, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 73,337 4,262 0.24% 0.23% 189 +8,930 13.86% Q4 2025 Feb 04, 2026
Headlands Technologies LLC History Added to 73,101 4,248 0.35% 0.17% 190 +37,126 103.2% Q4 2025 Feb 13, 2026
Trajan Wealth LLC History Reduced 71,812 4,173 0.17% 0.19% 191 -3,386 -4.5% Q4 2025 Feb 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 71,633 4,163 0.29% 0.29% 192 +4,334 6.44% Q4 2025 Feb 02, 2026
Belpointe Asset Management LLC History Added to 71,414 4,150 0.15% 0.12% 193 +17,045 31.35% Q4 2025 Jan 27, 2026
Perennial Investment Advisors, LLC History Added to 71,211 4,138 0.33% 0.29% 194 +10,405 17.11% Q4 2025 Feb 17, 2026
Hexagon Capital Partners LLC History Added to 71,043 4,129 0.76% 0.64% 195 +15,668 28.29% Q4 2025 Feb 06, 2026
Sunpointe, LLC History Added to 70,226 4,121 1.37% 1.23% 196 +10,901 18.38% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 70,902 4,120 0.08% 0.09% 197 +2,666 3.91% Q4 2025 Feb 09, 2026
WCG Wealth Advisors LLC History New 70,273 4,084 0.11% 198 +70,273 New Q4 2025 Feb 10, 2026
RPg Family Wealth Advisory, LLC History Reduced 69,138 4,058 0.89% 0.9% 199 -2,135 -3.0% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 68,219 4,031 0.05% 0.04% 200 +8,473 14.18% Q4 2025 Jan 23, 2026
Tradition Wealth Management, LLC History Reduced 69,263 4,025 0.29% 0.56% 201 -62,315 -47.36% Q4 2025 Feb 11, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 68,945 4,007 0.54% 0.47% 202 +12,876 22.96% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 68,591 3,987 0.11% 0.11% 203 +615 0.9% Q4 2025 Jan 30, 2026
Empire Financial Management Company, LLC History Reduced 68,571 3,985 0.87% 1.05% 204 -11,249 -14.09% Q4 2025 Feb 12, 2026
SlateStone Wealth, LLC History Reduced 68,395 3,975 0.33% 0.34% 205 -422 -0.61% Q4 2025 Feb 11, 2026
Rooted Wealth Advisors, Inc. History New 68,749 3,965 1.12% 206 +68,749 New Q4 2025 Feb 09, 2026
Princeton Global Asset Management LLC History Added to 68,172 3,962 0.64% 0.65% 207 +286 0.42% Q4 2025 Jan 20, 2026
SeaCrest Wealth Management, LLC History Added to 67,216 3,961 0.4% 0.4% 208 +1,999 3.07% Q4 2025 Jan 12, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 67,403 3,956 2.7% 1.44% 209 +33,827 100.75% Q4 2025 Feb 02, 2026
Kingstone Capital Partners Texas, LLC History Added to 66,562 3,869 2.26% 2.21% 210 +387 0.58% Q4 2025 Feb 03, 2026
GC Wealth Management RIA, LLC History Added to 65,446 3,803 0.14% 0.09% 211 +17,052 35.24% Q4 2025 Jan 30, 2026
FLAGSTAR ADVISORS INC History Added to 64,614 3,792 1.27% 1.12% 212 +1,014 1.59% Q4 2025 Jan 13, 2026
Saxony Capital Management, LLC History Added to 64,407 3,743 2.29% 1.6% 213 +22,322 53.04% Q4 2025 Jan 15, 2026
HERBST GROUP, LLC History Reduced 63,958 3,717 2.19% 2.31% 214 -580 -0.9% Q4 2025 Jan 16, 2026
RETIREMENT GUYS FORMULA LLC History Added to 63,499 3,690 1.68% 1.15% 215 +6,575 11.55% Q4 2025 Jan 23, 2026
Mayfair Advisory Group, LLC History Reduced 62,859 3,651 1.42% 1.56% 216 -545 -0.86% Q4 2025 Jan 21, 2026
Wagner Wealth Management, LLC History Added to 62,750 3,647 0.78% 0.82% 217 +1,063 1.72% Q4 2025 Jan 30, 2026
Turn8 Private Wealth Inc. History Added to 64,849 3,619 2.59% 2.57% 218 +91 0.14% Q4 2025 Feb 10, 2026
Palacios Wealth Management, LLC History Reduced 61,566 3,578 2.74% 2.92% 219 -15,626 -20.24% Q4 2025 Jan 28, 2026
AssuredPartners Investment Advisors, LLC History Added to 61,037 3,547 0.53% 0.14% 220 +49,810 443.66% Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Reduced 60,887 3,539 0.1% 0.13% 221 -8,282 -11.97% Q4 2025 Feb 12, 2026
HBW ADVISORY SERVICES LLC History Added to 60,798 3,533 0.38% 0.33% 222 +9,034 17.45% Q4 2025 Jan 23, 2026
WMS Group LLC History New 60,556 3,519 4.48% 223 +60,556 New Q4 2025 Mar 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 59,690 3,503 0.05% 0.04% 224 +12,943 27.69% Q4 2025 Jan 30, 2026
Verity Asset Management, Inc. History Added to 59,163 3,438 1.48% 0.95% 225 +8,785 17.44% Q4 2025 Jan 30, 2026
Stratos Wealth Advisors, LLC History Added to 58,631 3,407 0.16% 0.15% 226 +5,798 10.97% Q4 2025 Jan 20, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 58,309 3,391 1.58% 1.58% 227 +2,493 4.47% Q4 2025 Jan 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 56,878 3,305 0.11% 0.11% 228 +3,444 6.45% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Reduced 56,793 3,300 0.25% 0.28% 229 -7,453 -11.6% Q4 2025 Jan 23, 2026
JT Stratford LLC History Reduced 54,644 3,175 0.41% 0.43% 230 -1,778 -3.15% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History Added to 54,612 3,174 0.15% 0.15% 231 +26,816 96.47% Q4 2025 Feb 17, 2026
Investment Partners Asset Management, Inc. History New 54,324 3,157 1.97% 232 +54,324 New Q4 2025 Jan 15, 2026
Gateway Wealth Partners, LLC History Added to 54,254 3,153 0.35% 0.1% 233 +41,102 312.52% Q4 2025 Feb 11, 2026
Financial Partners Group, Inc History Reduced 52,410 3,114 0.36% 1.86% 234 -206,785 -79.78% Q4 2025 Feb 03, 2026
4WEALTH ADVISORS, INC. History Added to 53,300 3,097 2.64% 2.73% 235 +256 0.48% Q4 2025 Jan 21, 2026
Capstone Wealth Management Group LLC History Added to 53,084 3,085 1.87% 1.83% 236 +3,362 6.76% Q4 2025 Jan 09, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 53,032 3,082 1.1% 1.13% 237 -382 -0.72% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 52,710 3,067 0.02% 0.02% 238 +13,614 34.82% Q4 2025 Feb 13, 2026
Fortress Financial Solutions, LLC History Added to 52,671 3,061 3.13% 2.7% 239 +9,624 22.36% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Added to 52,308 3,040 0.0% 0.0% 240 +26,190 100.28% Q4 2025 Feb 10, 2026
Summit Wealth Partners, LLC History Added to 52,310 3,040 0.56% 0.53% 241 +1,174 2.3% Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Added to 51,661 3,002 0.14% 0.11% 242 +12,456 31.77% Q4 2025 Feb 13, 2026
Purus Wealth Management, LLC History Added to 51,489 2,992 0.93% 0.94% 243 +247 0.48% Q4 2025 Jan 27, 2026
PVG ASSET MANAGEMENT CORP History Added to 51,472 2,991 6.36% 0.95% 244 +46,964 1041.79% Q4 2025 Jan 30, 2026
Global Assets Advisory, LLC History Added to 51,128 2,971 0.85% 0.84% 246 +1,962 3.99% Q4 2025 Feb 09, 2026
Sloy Dahl & Holst, LLC History Added to 51,129 2,971 0.36% 0.31% 245 +205 0.4% Q4 2025 Feb 04, 2026
OPPENHEIMER & CO INC History Reduced 50,437 2,931 0.04% 0.04% 247 -9,982 -16.52% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 50,270 2,921 0.15% 0.15% 248 +7,247 16.84% Q4 2025 Jan 26, 2026
Ring Mountain Capital, LLC History Reduced 49,543 2,919 1.5% 1.58% 249 -50 -0.1% Q4 2025 Jan 27, 2026
FWG Holdings, LLC History No change 48,763 2,887 1.1% 1.25% 250 0 0.0% Q4 2025 Feb 02, 2026
Avidian Wealth Enterprises, LLC History Added to 49,457 2,874 0.1% 0.1% 251 +5,588 12.74% Q4 2025 Feb 02, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Added to 49,225 2,860 0.89% 0.85% 252 +2,292 4.88% Q4 2025 Jan 22, 2026
M Holdings Securities, Inc. History New 47,834 2,780 0.2% 253 +47,834 New Q4 2025 Feb 11, 2026
PMG Family Office LLC History Added to 47,083 2,763 3.19% 3.03% 254 +5 0.01% Q4 2025 Jan 28, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Added to 46,856 2,723 2.01% 1.87% 255 +2,320 5.21% Q4 2025 Feb 05, 2026
Perissos Private Wealth Management, LLC History Added to 46,811 2,720 2.35% 1.67% 256 +6,840 17.11% Q4 2025 Feb 09, 2026
Generation Capital Management LLC History Added to 46,165 2,683 1.74% 1.78% 257 +3,322 7.75% Q4 2025 Feb 13, 2026
Goldstone Financial Group, LLC History Added to 46,087 2,678 0.3% 0.29% 258 +3,028 7.03% Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History Added to 45,968 2,671 1.72% 1.47% 259 +7,075 18.19% Q4 2025 Feb 17, 2026
Concorde Financial Corp History Added to 45,311 2,656 2.06% 1.44% 260 +2 0.0% Q4 2025 Feb 17, 2026
M.E. ALLISON & CO., INC. History Added to 45,501 2,644 1.8% 1.73% 261 +2,285 5.29% Q4 2025 Jan 12, 2026
PLANNING DIRECTIONS INC History Added to 45,467 2,642 1.33% 1.36% 262 +184 0.41% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Added to 45,380 2,637 0.05% 0.02% 263 +25,580 129.19% Q4 2025 Feb 04, 2026
IHT Wealth Management, LLC History Added to 45,178 2,626 0.06% 0.06% 264 +4,669 11.53% Q4 2025 Feb 17, 2026
TrueWealth Advisors, LLC History Added to 44,471 2,584 0.67% 0.66% 265 +1,795 4.21% Q4 2025 Jan 07, 2026
IFP Advisors, Inc History Added to 44,392 2,580 0.06% 0.06% 266 +4,566 11.46% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 44,323 2,576 0.05% 0.05% 267 +5,408 13.9% Q4 2025 Feb 06, 2026
Stillwater Wealth Management Group History Reduced 44,201 2,568 1.74% 1.84% 268 -1,575 -3.44% Q4 2025 Jan 27, 2026
Oxinas Partners, LLC History Added to 44,166 2,566 1.23% 0.27% 269 +35,250 395.36% Q4 2025 Jan 26, 2026
PDS Planning, Inc History Added to 43,497 2,528 0.17% 0.17% 270 +707 1.65% Q4 2025 Jan 26, 2026
Ameritas Advisory Services, LLC History Added to 43,478 2,526 0.09% 0.16% 271 +1,090 2.57% Q4 2025 Feb 04, 2026
Navis Wealth Advisors, LLC History Added to 43,448 2,525 1.07% 0.22% 272 +38,280 740.71% Q4 2025 Feb 13, 2026
D'Orazio & Associates, Inc. History Added to 43,208 2,511 0.32% 0.32% 273 +1,060 2.51% Q4 2025 Feb 04, 2026
American Trust History Added to 42,995 2,498 0.21% 0.21% 274 +157 0.37% Q4 2025 Feb 17, 2026
Clarity Wealth Advisors, LLC History Added to 42,538 2,472 0.5% 0.53% 275 +710 1.7% Q4 2025 Jan 23, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 42,452 2,467 0.72% 0.71% 276 +1,398 3.41% Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History No change 42,096 2,446 0.32% 0.32% 277 0 0.0% Q4 2025 Feb 13, 2026
Herold Advisors, Inc. History Added to 41,868 2,433 0.54% 0.46% 278 +7,505 21.84% Q4 2025 Feb 17, 2026
Investors Portfolio Services LLC History New 41,593 2,432 2.19% 279 +41,593 New Q4 2025 Feb 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 41,777 2,428 0.03% 0.03% 280 +4,091 10.86% Q4 2025 Feb 10, 2026
Sulzberger Capital Advisors, Inc. History Added to 41,657 2,421 2.45% 2.02% 281 +10,147 32.2% Q4 2025 Jan 07, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 41,340 2,402 0.08% 0.08% 282 +2,621 6.77% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 40,923 2,378 0.0% 0.0% 283 +17,526 74.91% Q4 2025 Feb 18, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 40,569 2,357 0.71% 0.78% 284 -4,083 -9.14% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 40,551 2,356 0.0% 0.01% 285 +6,569 19.33% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Added to 40,510 2,354 0.15% 0.16% 286 +35 0.09% Q4 2025 Jan 22, 2026
J.Safra Asset Management Corp History Added to 40,063 2,328 0.12% 0.12% 287 +5,976 17.53% Q4 2025 Feb 11, 2026
Modus Advisors, LLC History Reduced 39,764 2,311 0.61% 0.66% 288 -2,465 -5.84% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Added to 39,510 2,296 0.03% 0.03% 289 +3,722 10.4% Q4 2025 Jan 26, 2026
Koshinski Asset Management, Inc. History Reduced 38,994 2,266 0.15% 0.17% 290 -5,614 -12.59% Q4 2025 Feb 03, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 38,877 2,259 0.16% 0.11% 291 +10,048 34.85% Q4 2025 Jan 14, 2026
Security National Bank History Added to 38,106 2,214 0.32% 0.3% 292 +4,490 13.36% Q4 2025 Feb 05, 2026
Marshall Financial Group, LLC History Reduced 37,982 2,207 0.43% 0.47% 293 -3,617 -8.69% Q4 2025 Jan 09, 2026
Lifestyle Asset Management, Inc. History Reduced 37,825 2,198 0.72% 0.75% 294 -563 -1.47% Q4 2025 Feb 11, 2026
Institute for Wealth Management, LLC. History Added to 37,617 2,186 0.23% 0.22% 295 +1,134 3.11% Q4 2025 Jan 27, 2026
Integras Partners LLC History Reduced 37,069 2,154 1.74% 1.74% 296 -277 -0.74% Q4 2025 Jan 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 36,691 2,132 0.69% 0.96% 297 +276 0.76% Q4 2025 Jan 23, 2026
Anchor Capital Management Group Inc History No change 37,000 2,128 1.08% 1.08% 298 0 0.0% Q4 2025 Feb 20, 2026
Boreal Capital Management LLC History Added to 36,180 2,109 1.59% 0.51% 299 +25,252 231.08% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 35,701 2,095 0.41% 0.19% 300 +20,506 134.95% Q4 2025 Feb 04, 2026
StoneX Group Inc. History Reduced 35,534 2,093 0.09% 0.09% 301 -1,329 -3.61% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Added to 35,340 2,053 0.04% 0.04% 302 +4,220 13.56% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 35,310 2,052 0.03% 0.03% 303 +1,818 5.43% Q4 2025 Feb 09, 2026
Smallwood Wealth Investment Management, LLC History Added to 35,238 2,048 1.07% 0.81% 304 +7,622 27.6% Q4 2025 Jan 23, 2026
MidWestOne Financial Group, Inc. History Added to 35,161 2,043 0.23% 0.24% 305 +340 0.98% Q4 2025 Feb 12, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 34,841 2,024 0.43% 0.69% 306 -666 -1.88% Q4 2025 Feb 12, 2026
Invst, LLC History Added to 34,771 2,020 0.22% 0.22% 307 +1,216 3.62% Q4 2025 Feb 11, 2026
Resurgent Financial Advisors LLC History Reduced 34,635 2,012 1.01% 1.0% 309 -840 -2.37% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 34,625 2,012 0.03% 0.03% 308 -470 -1.34% Q4 2025 Jan 13, 2026
EP Wealth Advisors, LLC History New 34,460 2,002 0.01% 310 +34,460 New Q4 2025 Feb 18, 2026
Lido Advisors, LLC History Added to 34,714 1,996 0.01% 0.01% 311 +129 0.37% Q4 2025 Feb 10, 2026
Joseph P. Lucia & Associates, LLC History Reduced 34,102 1,982 0.71% 0.78% 312 -2,064 -5.71% Q4 2025 Jan 28, 2026
MCDONALD PARTNERS LLC History Added to 33,959 1,973 0.62% 0.48% 313 +6,109 21.94% Q4 2025 Feb 02, 2026
Snowden Capital Advisors LLC History Added to 33,561 1,969 0.05% 0.03% 314 +15,003 80.84% Q4 2025 Feb 17, 2026
TrustBank History New 33,779 1,963 0.82% 315 +33,779 New Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Added to 33,714 1,959 0.03% 0.03% 316 +2,974 9.67% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 33,302 1,954 0.04% 0.05% 317 -832 -2.44% Q4 2025 Jan 28, 2026
WEALTH EFFECTS LLC History Added to 33,593 1,952 0.61% 0.45% 318 +9,429 39.02% Q4 2025 Jan 26, 2026
Colonial River Investments, LLC History Added to 33,555 1,950 0.7% 0.69% 319 +863 2.64% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Reduced 33,387 1,940 0.08% 0.07% 320 -3,401 -9.24% Q4 2025 Feb 17, 2026
WealthPlan Investment Management, LLC History Added to 32,777 1,905 0.12% 0.01% 321 +28,948 756.02% Q4 2025 Feb 05, 2026
NCP Inc. History Added to 32,164 1,869 1.51% 1.23% 322 +3,374 11.72% Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History Added to 32,002 1,859 0.08% 0.09% 323 +1,260 4.1% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Added to 31,229 1,815 0.04% 0.01% 324 +20,636 194.81% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 31,222 1,814 0.0% 0.0% 325 +17,136 121.65% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Added to 30,533 1,804 0.18% 0.17% 326 +2,177 7.68% Q4 2025 Feb 17, 2026
San Luis Wealth Advisors LLC History Reduced 31,025 1,803 0.3% 0.55% 328 -22,324 -41.85% Q4 2025 Jan 26, 2026
Integrated Advisors Network LLC History Added to 31,039 1,803 0.08% 0.07% 327 +2,757 9.75% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 31,022 1,802 0.13% 0.09% 329 +8,124 35.48% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 30,950 1,798 0.08% 0.08% 330 +2,257 7.87% Q4 2025 Feb 10, 2026
CHAPIN DAVIS, INC. History Added to 30,929 1,797 0.42% 0.43% 331 +520 1.71% Q4 2025 Jan 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 30,706 1,784 0.48% 0.14% 332 +24,853 424.62% Q4 2025 Feb 09, 2026
QP WEALTH MANAGEMENT, LLC History New 30,667 1,782 1.57% 333 +30,667 New Q4 2025 Jan 07, 2026
Investment Advisory Services Group LLC History New 30,538 1,774 1.57% 334 +30,538 New Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Added to 30,480 1,771 0.0% 0.0% 335 +350 1.16% Q4 2025 Jan 30, 2026
OPAL CAPITAL LLC History New 33,755 1,763 0.44% 336 +33,755 New Q4 2025 Feb 17, 2026
Haverford Trust Co History No change 30,172 1,753 0.02% 0.02% 337 0 0.0% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 30,143 1,751 0.14% 0.13% 338 -1,911 -5.96% Q4 2025 Jan 23, 2026
Slagle Financial, LLC History Added to 30,039 1,745 0.61% 0.4% 339 +11,047 58.17% Q4 2025 Jan 26, 2026
Anderson Financial Strategies, LLC History Reduced 29,815 1,732 1.01% 1.36% 340 -10,170 -25.43% Q4 2025 Feb 24, 2026
SCOTIA CAPITAL INC. History Added to 29,654 1,723 0.01% 0.01% 341 +409 1.4% Q4 2025 Feb 12, 2026
Marks Wealth, LLC History Added to 29,144 1,693 0.57% 0.49% 342 +1,831 6.7% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History Added to 29,108 1,691 0.03% 0.04% 343 +12,548 75.77% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Added to 28,449 1,651 0.04% 0.03% 344 +4,736 19.97% Q4 2025 Feb 09, 2026
CPC Advisors, LLC History Added to 28,195 1,638 0.17% 0.17% 345 +178 0.64% Q4 2025 Jan 28, 2026
Evolution Wealth Advisors, LLC History Added to 28,140 1,635 0.16% 0.22% 346 +101 0.36% Q4 2025 Jan 12, 2026
Clear Creek Financial Management, LLC History Added to 28,070 1,631 0.13% 0.09% 347 +9,340 49.87% Q4 2025 Jan 23, 2026
LRI Investments, LLC History No change 27,900 1,621 0.13% 0.13% 348 0 0.0% Q4 2025 Feb 04, 2026
Financial Guidance Group, Inc. History Added to 27,671 1,608 0.66% 0.25% 349 +17,846 181.64% Q4 2025 Jan 26, 2026
Continuum Advisory, LLC History Reduced 27,116 1,576 0.16% 0.17% 350 -786 -2.82% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Reduced 26,972 1,567 0.07% 0.07% 351 -659 -2.39% Q4 2025 Feb 10, 2026
CORA CAPITAL ADVISORS LLC History Reduced 26,956 1,566 0.61% 0.69% 352 -1,067 -3.81% Q4 2025 Jan 28, 2026
Delta Investment Management, LLC History Added to 26,223 1,524 0.26% 0.25% 353 +1,522 6.16% Q4 2025 Jan 30, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 26,058 1,514 1.31% 1.37% 354 -2,935 -10.12% Q4 2025 Feb 05, 2026
Pinnacle Financial Partners, Inc. History New 25,935 1,507 0.01% 355 +25,935 New Q4 2025 Feb 18, 2026
BEACON FINANCIAL PLANNING, INC History Added to 25,874 1,503 0.72% 0.75% 356 +643 2.55% Q4 2025 Jan 22, 2026
JSF Financial, LLC History Added to 25,711 1,494 0.31% 0.17% 357 +12,295 91.64% Q4 2025 Feb 04, 2026
Teucrium Investment Advisors, LLC History New 25,424 1,477 1.62% 358 +25,424 New Q4 2025 Feb 17, 2026
Teamwork Financial Advisors, LLC History Reduced 25,358 1,473 0.15% 0.32% 359 -29,128 -53.46% Q4 2025 Jan 09, 2026
Sowell Financial Services LLC History Reduced 25,244 1,467 0.05% 0.14% 360 -39,354 -60.92% Q4 2025 Jan 21, 2026
Melia Wealth LLC History Added to 25,201 1,464 0.68% 0.53% 361 +4,234 20.19% Q4 2025 Feb 09, 2026
Brown Miller Wealth Management, LLC History Added to 24,982 1,451 0.4% 0.4% 362 +741 3.06% Q4 2025 Jan 23, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 24,885 1,446 1.15% 1.22% 363 +120 0.48% Q4 2025 Jan 21, 2026
Frontier Asset Management, LLC History Added to 24,869 1,445 0.34% 0.33% 364 +1,835 7.97% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Added to 24,754 1,438 0.01% 0.01% 365 +19 0.08% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History Added to 24,497 1,423 0.15% 0.09% 366 +10,826 79.19% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History New 24,203 1,420 0.12% 367 +24,203 New Q4 2025 Feb 02, 2026
MBA Advisors LLC History Added to 24,290 1,411 0.57% 0.53% 368 +2,624 12.11% Q4 2025 Jan 21, 2026
SECURED RETIREMENT ADVISORS, LLC History Reduced 24,175 1,405 0.78% 0.84% 369 -1,963 -7.51% Q4 2025 Jan 30, 2026
Etesian Wealth Advisors, Inc. History Reduced 23,888 1,388 0.44% 0.46% 370 -91 -0.38% Q4 2025 Feb 11, 2026
Newport Capital Group, LLC History Added to 23,216 1,349 0.82% 0.82% 371 +528 2.33% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 23,174 1,346 0.0% 0.0% 372 +9,235 66.25% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 23,021 1,337 0.06% 0.08% 373 -11,619 -33.54% Q4 2025 Jan 27, 2026
Steele Capital Management, Inc. History No change 22,763 1,336 0.06% 0.06% 374 0 0.0% Q4 2025 Jan 27, 2026
Western Wealth Management, LLC History Added to 22,961 1,334 0.06% 0.07% 375 +1,323 6.11% Q4 2025 Feb 05, 2026
Focused Wealth Management, Inc History Added to 22,767 1,323 0.14% 0.13% 376 +1,710 8.12% Q4 2025 Jan 29, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 22,569 1,311 0.57% 0.56% 377 +2,275 11.21% Q4 2025 Feb 13, 2026
Cogent Private Wealth, Inc. History New 22,211 1,290 0.98% 378 +22,211 New Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Added to 21,987 1,277 0.29% 0.25% 379 +971 4.62% Q4 2025 Feb 02, 2026
BlackDiamond Wealth Management, LLC History Reduced 21,537 1,259 0.61% 0.97% 380 -9,401 -30.39% Q4 2025 Feb 10, 2026
Sterling Investment Advisors, Ltd. History Added to 21,609 1,255 0.23% 0.24% 381 +8 0.04% Q4 2025 Feb 09, 2026
Concord Wealth Partners History Added to 21,472 1,247 0.16% 0.17% 382 +270 1.27% Q4 2025 Jan 29, 2026
Pure Financial Advisors, LLC History Reduced 21,409 1,244 0.23% 0.02% 383 -127 -0.59% Q4 2025 Mar 04, 2026
Cresset Asset Management, LLC History Added to 21,122 1,239 0.01% 0.0% 384 +1,276 6.43% Q4 2025 Feb 17, 2026
Finivi Inc. History New 21,157 1,229 0.71% 385 +21,157 New Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Added to 21,116 1,227 0.0% 0.0% 386 +7,891 59.67% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Added to 20,980 1,219 0.13% 0.12% 387 +1,601 8.26% Q4 2025 Feb 05, 2026
Procyon Advisors, LLC History Added to 20,887 1,213 0.06% 0.07% 388 +464 2.27% Q4 2025 Jan 07, 2026
Jaffetilchin Investment Partners, LLC History Reduced 20,804 1,209 0.07% 0.07% 389 -207 -0.99% Q4 2025 Jan 15, 2026
Bauman Advisory Group, LLC History New 20,781 1,207 0.97% 390 +20,781 New Q4 2025 Feb 20, 2026
Parallel Advisors, LLC History Added to 20,571 1,195 0.02% 0.02% 391 +1,788 9.52% Q4 2025 Feb 11, 2026
Tactive Advisors, LLC History Reduced 20,337 1,181 0.35% 0.34% 392 -332 -1.61% Q4 2025 Jan 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 20,151 1,171 0.14% 0.13% 393 +1,511 8.11% Q4 2025 Feb 13, 2026
BEAM WEALTH ADVISORS, INC. History Added to 20,112 1,168 0.32% 0.31% 394 +206 1.03% Q4 2025 Feb 04, 2026
OLD MISSION CAPITAL LLC History Reduced 20,065 1,166 0.03% 0.04% 395 -14,048 -41.18% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 20,074 1,166 0.0% 0.0% 396 +7,186 55.76% Q4 2025 Feb 17, 2026
Yukon Wealth Management, Inc. History Reduced 20,076 1,157 0.67% 0.38% 397 -351 -1.72% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Reduced 19,758 1,148 0.01% 0.01% 398 -1,610 -7.53% Q4 2025 Jan 26, 2026
Millennium Capital Advisors, LLC History Added to 19,411 1,128 0.67% 0.67% 399 +67 0.35% Q4 2025 Feb 05, 2026
Coordinated Financial Services, Inc. History Added to 19,378 1,126 0.65% 0.57% 400 +4,005 26.05% Q4 2025 Feb 09, 2026
Round Rock Advisors LLC History Added to 19,365 1,125 0.17% 0.17% 401 +420 2.22% Q4 2025 Jan 27, 2026
GM Advisory Group, LLC History New 19,346 1,124 0.04% 402 +19,346 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 19,246 1,118 0.0% 0.0% 403 +9,877 105.42% Q4 2025 Feb 12, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 19,193 1,115 0.3% 0.25% 404 +5,115 36.33% Q4 2025 Feb 10, 2026
FNY Investment Advisers, LLC History Added to 19,167 1,113 0.31% 0.35% 405 +400 2.13% Q4 2025 Jan 16, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 18,780 1,111 0.05% 0.06% 406 +920 5.15% Q4 2025 Feb 03, 2026
Cooper Financial Group History Added to 19,077 1,108 0.12% 0.12% 407 +64 0.34% Q4 2025 Jan 08, 2026
Ethos Capital Management, Inc. History New 19,014 1,105 1.04% 408 +19,014 New Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History Reduced 18,999 1,104 0.07% 0.12% 409 -11,317 -37.33% Q4 2025 Feb 20, 2026
NCM Capital Management, LLC History Added to 18,961 1,102 0.41% 0.41% 410 +501 2.71% Q4 2025 Mar 02, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 18,782 1,091 0.17% 0.12% 411 +6,196 49.23% Q4 2025 Feb 04, 2026
Bridgewealth Advisory Group, LLC History Reduced 18,693 1,086 0.24% 0.51% 412 -19,411 -50.94% Q4 2025 Feb 04, 2026
Midwest Trust Co History Added to 18,478 1,073 0.01% 0.01% 413 +350 1.93% Q4 2025 Feb 04, 2026
Ruggiero Investments, Inc. History New 18,441 1,071 0.97% 414 +18,441 New Q4 2025 Feb 12, 2026
Stirlingshire Investments, Inc. History New 18,140 1,064 0.94% 415 +18,140 New Q4 2025 Feb 11, 2026
Owen LaRue, LLC History Added to 18,062 1,049 0.4% 0.27% 416 +5,930 48.88% Q4 2025 Feb 05, 2026
Wealth Management Partners, LLC History Reduced 18,021 1,047 0.3% 0.33% 417 -287 -1.57% Q4 2025 Jan 12, 2026
CVA Family Office, LLC History Added to 17,905 1,040 0.12% 0.12% 418 +1,872 11.68% Q4 2025 Jan 12, 2026
NOVEM GROUP History Reduced 17,743 1,031 0.12% 0.12% 419 -155 -0.87% Q4 2025 Jan 27, 2026
Cherry Tree Wealth Management, LLC History Reduced 17,679 1,027 0.22% 0.23% 420 -389 -2.15% Q4 2025 Feb 10, 2026
FIRST NATIONAL BANK OF OMAHA History New 17,304 1,022 0.03% 421 +17,304 New Q4 2025 Feb 13, 2026
Redwood Financial Network Corp History Reduced 17,597 1,022 0.65% 0.64% 422 -6 -0.03% Q4 2025 Feb 10, 2026
Annex Advisory Services, LLC History Added to 17,520 1,018 0.02% 0.02% 423 +1,375 8.52% Q4 2025 Jan 26, 2026
Soltis Investment Advisors LLC History Added to 17,292 1,005 0.07% 0.07% 424 +810 4.91% Q4 2025 Apr 02, 2026
Emissary Wealth LLC History New 17,236 1,001 0.84% 425 +17,236 New Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Added to 17,158 997 0.09% 0.08% 426 +620 3.75% Q4 2025 Jan 26, 2026
COZAD ASSET MANAGEMENT INC History Added to 17,119 994 0.08% 0.06% 427 +3,539 26.06% Q4 2025 Feb 13, 2026
Abel Hall, LLC History No change 17,100 993 0.23% 0.4% 428 0 0.0% Q4 2025 Feb 17, 2026
Asset Allocation Strategies LLC History Reduced 17,070 992 0.18% 0.2% 429 -739 -4.15% Q4 2025 Feb 13, 2026
Triumph Capital Management History Added to 17,038 990 0.21% 0.21% 430 +3,288 23.91% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 18,918 983 0.0% 0.0% 431 +8,296 78.1% Q4 2025 Mar 09, 2026
WEALTHSPAN PARTNERS, LLC History Added to 16,833 978 0.36% 0.3% 433 +3,125 22.8% Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History Reduced 16,835 978 0.01% 0.01% 432 -210 -1.23% Q4 2025 Feb 03, 2026
Armor Investment Advisors, LLC History Reduced 16,780 975 0.36% 1.5% 434 -65,465 -79.6% Q4 2025 Feb 05, 2026
Pasadena Private Wealth, LLC History Added to 16,749 973 0.13% 0.12% 435 +1,844 12.37% Q4 2025 Feb 10, 2026
Xcel Wealth Management, LLC History Added to 16,727 972 0.25% 0.24% 436 +931 5.89% Q4 2025 Jan 26, 2026
Consilium Wealth Advisory, LLC History Added to 16,733 972 0.36% 0.37% 437 +202 1.22% Q4 2025 Jan 26, 2026
Prosperity Consulting Group, LLC History Added to 16,711 971 0.04% 0.03% 439 +5,361 47.23% Q4 2025 Feb 17, 2026
Future Financial Wealth Managment LLC History Added to 16,765 971 0.65% 0.59% 438 +350 2.13% Q4 2025 Jan 21, 2026
WESBANCO BANK INC History Added to 16,668 968 0.03% 0.03% 440 +753 4.73% Q4 2025 Feb 03, 2026
DB&C Advisors, LLC History New 16,628 966 1.21% 441 +16,628 New Q4 2025 Feb 11, 2026
Advance Capital Management, Inc. History Reduced 16,618 965 0.04% 0.04% 442 -121 -0.72% Q4 2025 Jan 06, 2026
Great Diamond Partners, LLC History New 16,582 963 0.19% 445 +16,582 New Q4 2025 Feb 06, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 16,579 963 0.48% 0.6% 444 -3,290 -16.56% Q4 2025 Jan 14, 2026
Essex Financial Services, Inc. History Reduced 16,581 963 0.05% 0.06% 443 -858 -4.92% Q4 2025 Feb 10, 2026
Putney Financial Group LLC History Added to 16,480 957 0.89% 0.5% 446 +7,615 85.9% Q4 2025 Jan 23, 2026
Lewis Asset Management, LLC History Added to 16,361 950 0.39% 0.35% 447 +1,498 10.08% Q4 2025 Jan 15, 2026
Johnson & White Wealth Management, LLC History Reduced 16,318 948 0.41% 0.43% 448 -126 -0.77% Q4 2025 Feb 05, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 16,293 946 0.44% 0.43% 449 +281 1.75% Q4 2025 Jan 26, 2026
Paradigm, Strategies in Wealth Management, LLC History Added to 16,211 942 0.62% 0.5% 450 +2,694 19.93% Q4 2025 Jan 22, 2026
Betterment LLC History Added to 16,160 939 0.0% 0.0% 451 +6,204 62.31% Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 16,079 934 0.04% 0.04% 452 +1,241 8.36% Q4 2025 Feb 17, 2026
SFMG, LLC History New 16,026 931 0.06% 453 +16,026 New Q4 2025 Feb 10, 2026
TRITONPOINT WEALTH, LLC History Added to 15,771 925 0.09% 0.08% 454 +310 2.01% Q4 2025 Jan 20, 2026
Helium Advisors LLC History Added to 15,910 924 0.94% 0.56% 456 +4,268 36.66% Q4 2025 Feb 12, 2026
Stonebridge Financial Group, LLC History Reduced 15,914 924 0.08% 0.08% 455 -228 -1.41% Q4 2025 Jan 21, 2026
Nautilus Advisors LLC History Reduced 15,878 922 0.6% 0.62% 457 -89 -0.56% Q4 2025 Jan 22, 2026
OneDigital Investment Advisors LLC History Reduced 15,833 920 0.01% 0.01% 458 -907 -5.42% Q4 2025 Feb 13, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 15,739 914 0.6% 0.69% 459 -1,866 -10.6% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 15,659 910 0.01% 0.01% 460 -2,659 -14.52% Q4 2025 Feb 10, 2026
Cypress Wealth Services, LLC History Added to 15,587 905 0.13% 0.04% 461 +11,765 307.82% Q4 2025 Jan 14, 2026
Bell Bank History Reduced 15,560 904 0.04% 0.04% 462 -86 -0.55% Q4 2025 Jan 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 15,537 903 0.01% 0.01% 463 -124 -0.79% Q4 2025 Feb 12, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 15,463 898 0.73% 0.74% 464 +279 1.84% Q4 2025 Feb 03, 2026
Corps Capital Advisors, LLC History Added to 15,058 875 0.91% 0.94% 466 +4,300 39.97% Q4 2025 Feb 13, 2026
Latitude Advisors, LLC History Added to 15,071 875 0.39% 0.39% 465 +228 1.54% Q4 2025 Jan 27, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 15,000 871 0.0% 0.0% 468 +3,000 25.0% Q4 2025 Jan 26, 2026
MAI Capital Management History Added to 15,003 871 0.01% 0.0% 467 +1,836 13.94% Q4 2025 Feb 13, 2026
5T Wealth, LLC History Reduced 14,788 859 0.34% 0.4% 469 -1,175 -7.36% Q4 2025 Jan 27, 2026
Jacobi Capital Management LLC History Added to 14,645 851 0.05% 0.05% 470 +1,081 7.97% Q4 2025 Feb 13, 2026
Clay Northam Wealth Management, LLC History Added to 14,515 843 0.47% 0.48% 471 +3 0.02% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History No change 14,314 840 0.02% 0.02% 472 0 0.0% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History Added to 14,315 837 0.36% 0.38% 473 +701 5.15% Q4 2025 Jan 23, 2026
Palogic Value Management, L.P. History New 14,400 836 0.35% 474 +14,400 New Q4 2025 Feb 17, 2026
ARROW FINANCIAL CORP History New 14,174 823 0.08% 475 +14,174 New Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Added to 14,120 820 0.0% 0.0% 476 +245 1.77% Q4 2025 Feb 17, 2026
Foster Victor Wealth Advisors, LLC History Reduced 13,898 818 0.05% 0.05% 477 -1,085 -7.24% Q4 2025 Jan 26, 2026
Tempo Wealth, LLC History New 14,041 816 0.15% 479 +14,041 New Q4 2025 Feb 25, 2026
TD Waterhouse Canada Inc. History Added to 14,058 816 0.01% 0.01% 478 +338 2.46% Q4 2025 Jan 27, 2026
Chung Wu Investment Group, LLC History Reduced 14,015 814 0.67% 0.68% 480 -200 -1.41% Q4 2025 Feb 02, 2026
Fermata Advisors, LLC History Added to 13,991 813 0.2% 0.2% 481 +33 0.24% Q4 2025 Jan 08, 2026
AMERIFLEX GROUP, INC. History Added to 13,946 810 0.42% 0.09% 482 +9,788 235.4% Q4 2025 Feb 18, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 13,805 802 0.44% 0.44% 483 +225 1.66% Q4 2025 Feb 05, 2026
Savvy Advisors, Inc. History Added to 13,726 797 0.03% 0.02% 484 +5,617 69.27% Q4 2025 Jan 20, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 13,702 796 0.05% 0.05% 485 +1,590 13.13% Q4 2025 Feb 11, 2026
Abbot Financial Management, Inc. History Reduced 13,611 791 0.33% 0.34% 486 -409 -2.92% Q4 2025 Feb 13, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 13,527 786 0.34% 0.25% 487 +3,865 40.0% Q4 2025 Jan 22, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 13,517 785 0.06% 0.06% 488 +39 0.29% Q4 2025 Jan 07, 2026
Keystone Wealth Services, LLC History Added to 13,468 782 0.16% 0.17% 489 +196 1.48% Q4 2025 Jan 26, 2026
Greenwich Wealth Management LLC History Reduced 13,406 779 0.03% 0.04% 490 -625 -4.45% Q4 2025 Feb 10, 2026
Skyline Advisors, Inc. History Added to 13,399 778 0.26% 0.25% 491 +869 6.94% Q4 2025 Jan 12, 2026
Innovative Wealth Building LLC History Reduced 13,379 777 0.57% 0.68% 492 -1,876 -12.3% Q4 2025 Feb 17, 2026
Fullerton Advisors, LLC History New 13,352 776 0.78% 493 +13,352 New Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Added to 13,339 775 0.01% 0.01% 494 +1,024 8.32% Q4 2025 Jan 16, 2026
Aurora Private Wealth, Inc. History New 13,309 774 0.51% 495 +13,309 New Q4 2025 Feb 02, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 13,094 761 0.5% 0.82% 496 -9,254 -41.41% Q4 2025 Feb 10, 2026
Total Clarity Wealth Management, Inc. History Added to 13,062 759 0.18% 0.2% 497 +31 0.24% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 12,935 751 0.01% 0.01% 498 +1,052 8.85% Q4 2025 Feb 05, 2026
TigerOak Management, L.L.C. History Added to 12,921 750 0.23% 0.23% 499 +240 1.89% Q4 2025 Jan 21, 2026
TopTier Wealth Management, LLC History New 12,889 749 0.51% 500 +12,889 New Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Added to 12,879 748 0.11% 0.11% 501 +132 1.04% Q4 2025 Feb 10, 2026
John W. Brooker & Co., CPAs History Added to 12,867 747 1.34% 0.57% 502 +7,978 163.18% Q4 2025 Jan 13, 2026
CAP Partners, LLC History Reduced 12,842 746 0.42% 0.45% 503 -913 -6.64% Q4 2025 Feb 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 12,790 743 0.27% 0.28% 504 +1,533 13.62% Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Added to 12,716 739 0.03% 0.01% 505 +8,068 173.58% Q4 2025 Feb 04, 2026
Tandem Financial, LLC History Reduced 12,821 728 0.87% 0.3% 506 -1,401 -9.85% Q4 2025 Feb 10, 2026
EHRLICH FINANCIAL GROUP History Reduced 12,452 723 0.41% 0.48% 507 -1,707 -12.06% Q4 2025 Jan 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 12,393 720 0.08% 0.09% 508 +40 0.32% Q4 2025 Jan 12, 2026
SteelPeak Wealth, LLC History Reduced 12,202 716 0.02% 0.05% 509 -12,140 -49.87% Q4 2025 Jan 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 12,300 714 0.03% 0.03% 510 0 0.0% Q4 2025 Feb 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 12,202 709 0.16% 0.15% 511 +1,772 16.99% Q4 2025 Jan 09, 2026
Meridian Financial Partners LLC History Added to 12,078 708 0.28% 0.28% 512 +476 4.1% Q4 2025 Feb 05, 2026
Ironsides Asset Advisors, LLC History Reduced 12,158 706 0.18% 0.18% 513 -49 -0.4% Q4 2025 Feb 12, 2026
BLVD Private Wealth, LLC History Added to 12,063 701 0.61% 0.59% 514 +162 1.36% Q4 2025 Jan 27, 2026
Strategic Advisors LLC History Added to 11,951 694 0.11% 0.08% 515 +3,505 41.5% Q4 2025 Feb 10, 2026
Investment Planning Advisors, Inc. History Reduced 11,910 692 0.2% 0.39% 516 -9,668 -44.8% Q4 2025 Jan 20, 2026
FIRST FOUNDATION ADVISORS History New 11,781 684 0.03% 517 +11,781 New Q4 2025 Feb 04, 2026
Southland Equity Partners LLC History Reduced 11,768 683 0.13% 0.14% 518 -445 -3.64% Q4 2025 Jan 14, 2026
Grant Private Wealth Management Inc History Added to 11,750 682 0.41% 0.41% 519 +251 2.18% Q4 2025 Jan 05, 2026
Tepp RIA, LLC History Added to 11,669 678 0.67% 0.37% 520 +6,055 107.86% Q4 2025 Feb 04, 2026
IMC-Chicago, LLC History New 11,485 667 0.0% 521 +11,485 New Q4 2025 Jan 29, 2026
RDA Financial Network History Reduced 11,425 664 0.16% 0.17% 522 -692 -5.71% Q4 2025 Jan 06, 2026
Fourth Dimension Wealth, LLC History Added to 11,393 662 0.24% 0.01% 525 +10,906 2239.43% Q4 2025 Feb 04, 2026
Discipline Wealth Solutions, LLC History Added to 11,403 662 0.12% 0.15% 523 +1,651 16.93% Q4 2025 Jan 26, 2026
Kelly Financial Services LLC History Reduced 11,399 662 0.17% 0.18% 524 -408 -3.46% Q4 2025 Jan 13, 2026
ELCO Management Co., LLC History Reduced 11,375 661 0.42% 0.34% 526 -100 -0.87% Q4 2025 Feb 04, 2026
PATRON PARTNERS, LLC History Added to 11,359 660 0.29% 0.25% 527 +1,660 17.12% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 11,274 655 0.0% 0.0% 528 +7,574 204.7% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Reduced 11,015 646 0.02% 0.03% 529 -1,299 -10.55% Q4 2025 Jan 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 11,057 642 0.04% 0.04% 530 +298 2.77% Q4 2025 Jan 08, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 10,878 632 0.04% 0.02% 531 +6,293 137.25% Q4 2025 Jan 21, 2026
Advisor Resource Council History New 10,600 629 0.22% 532 +10,600 New Q4 2025 Feb 10, 2026
Syntegra Private Wealth Group, LLC History No change 10,765 625 0.06% 0.06% 533 0 0.0% Q4 2025 Feb 10, 2026
Elevation Wealth Management LLC History New 10,584 621 0.6% 534 +10,584 New Q4 2025 Feb 12, 2026
Marmo Financial Group, LLC History New 10,608 616 0.29% 535 +10,608 New Q4 2025 Feb 03, 2026
MEANS INVESTMENT CO., INC. History Reduced 10,586 615 0.05% 0.06% 536 -2,019 -16.02% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Added to 10,559 613 0.05% 0.04% 537 +1,940 22.51% Q4 2025 Jan 29, 2026
Tyche Wealth Partners LLC History Added to 10,547 612 0.1% 0.1% 539 +1,044 10.99% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Added to 10,537 612 0.07% 0.07% 538 +194 1.88% Q4 2025 Jan 21, 2026
PCM Encore, LLC History New 10,515 611 0.13% 540 +10,515 New Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History No change 10,500 610 0.05% 0.05% 541 0 0.0% Q4 2025 Jan 23, 2026
Rockingstone Advisors LLC History Reduced 10,430 606 0.28% 0.31% 542 -520 -4.75% Q4 2025 Jan 28, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 10,416 605 0.03% 0.05% 543 +276 2.72% Q4 2025 Feb 09, 2026
Significant Wealth Partners LLC History New 10,373 602 0.67% 544 +10,373 New Q4 2025 Jan 07, 2026
Pacific Center for Financial Services History No change 10,466 601 0.15% 0.15% 545 0 0.0% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Reduced 10,301 598 0.07% 0.08% 546 -736 -6.67% Q4 2025 Jan 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 10,224 594 0.01% 547 +10,224 New Q4 2025 Feb 09, 2026
Capstone Financial Advisors, Inc. History Added to 10,224 594 0.03% 0.03% 548 +412 4.2% Q4 2025 Feb 17, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 10,189 592 0.04% 0.04% 549 0 0.0% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 10,162 590 0.0% 0.0% 550 +1,601 18.7% Q4 2025 Feb 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 10,148 589 0.16% 0.17% 551 +101 1.01% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 10,109 587 0.32% 552 +10,109 New Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History New 10,055 584 0.12% 555 +10,055 New Q4 2025 Feb 09, 2026
Global Wealth Strategies & Associates History Reduced 10,055 584 0.15% 0.19% 554 -2,616 -20.65% Q4 2025 Jan 02, 2026
Castle Rock Wealth Management, LLC History Added to 10,024 584 0.13% 0.12% 553 +405 4.21% Q4 2025 Feb 05, 2026
Harvest Investment Services, LLC History Added to 10,007 581 0.11% 0.09% 556 +1,927 23.85% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 9,898 575 0.03% 0.03% 558 +2,257 29.54% Q4 2025 Jan 20, 2026
BTS Asset Management, Inc. History Reduced 9,904 575 0.78% 0.75% 557 -345 -3.37% Q4 2025 Jan 26, 2026
Concorde Asset Management, LLC History Reduced 9,869 573 0.23% 0.24% 559 -120 -1.2% Q4 2025 Feb 13, 2026
Ergawealth Advisors, Inc. History Reduced 9,846 572 0.26% 0.9% 560 -23,606 -70.57% Q4 2025 Jan 21, 2026
Fearless Solutions, LLC dba Best Invest History Added to 9,838 571 0.35% 0.35% 561 +465 4.96% Q4 2025 Jan 20, 2026
Shepherd Financial Partners LLC History No change 9,817 570 0.05% 0.05% 562 0 0.0% Q4 2025 Feb 10, 2026
CRA Financial Services, LLC History New 9,708 564 0.07% 563 +9,708 New Q4 2025 Jan 16, 2026
Autumn Glory Partners, LLC History No change 9,670 562 0.2% 0.23% 564 0 0.0% Q4 2025 Jan 27, 2026
Narus Financial Partners, LLC History Reduced 9,550 555 0.15% 0.15% 565 -50 -0.52% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Added to 9,323 549 0.02% 0.02% 566 +1,411 17.83% Q4 2025 Jan 23, 2026
Wealthspire Retirement, LLC History Added to 9,458 549 0.03% 0.03% 567 +273 2.97% Q4 2025 Feb 18, 2026
Marion Wealth Management History Reduced 9,217 545 0.12% 0.13% 568 -232 -2.46% Q4 2025 Jan 26, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 9,374 544 0.17% 0.2% 569 -1,109 -10.58% Q4 2025 Feb 03, 2026
Crewe Advisors LLC History Added to 9,306 540 0.05% 0.04% 570 +2,245 31.79% Q4 2025 Jan 16, 2026
Murphy & Mullick Capital Management Corp History Added to 9,181 533 0.38% 0.37% 571 +566 6.57% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Added to 9,155 532 0.0% 0.0% 572 +2,911 46.62% Q4 2025 Feb 03, 2026
Allen Capital Group, LLC History Added to 9,141 531 0.05% 0.05% 573 +489 5.65% Q4 2025 Feb 09, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 9,121 530 0.06% 0.08% 575 -3,375 -27.01% Q4 2025 Feb 18, 2026
INDEPENDENT INVESTORS INC History Added to 9,120 530 0.1% 0.1% 574 +75 0.83% Q4 2025 Jan 15, 2026
Baker Avenue Asset Management, LP History Added to 9,111 529 0.01% 0.01% 576 +2,893 46.53% Q4 2025 Feb 10, 2026
Prosperity Financial Group, Inc. History Reduced 9,080 527 0.19% 1.18% 577 -46,914 -83.78% Q4 2025 Jan 26, 2026
Strategic Blueprint, LLC History New 9,025 524 0.03% 578 +9,025 New Q4 2025 Jan 30, 2026
Clearwave Capital, LLC History New 8,948 520 0.38% 579 +8,948 New Q4 2025 Mar 02, 2026
Synergy Investment Management, LLC History Added to 8,921 518 0.18% 0.13% 580 +2,833 46.53% Q4 2025 Feb 06, 2026
Westend Capital Management, LLC History Reduced 8,900 517 0.14% 0.15% 581 -100 -1.11% Q4 2025 Jan 15, 2026
Ashton Thomas Private Wealth, LLC History Reduced 8,759 514 0.01% 0.02% 582 -1,653 -15.88% Q4 2025 Jan 29, 2026
Balboa Wealth Partners History Added to 8,820 512 0.08% 0.08% 583 +753 9.33% Q4 2025 Jan 16, 2026
Plan Group Financial, LLC History Added to 8,778 510 0.13% 0.08% 584 +3,463 65.16% Q4 2025 Feb 03, 2026
Rothschild Wealth LLC History Reduced 8,710 506 0.05% 0.11% 585 -259 -2.89% Q4 2025 Feb 17, 2026
Matisse Capital History Added to 8,659 503 0.22% 0.19% 587 +1,260 17.03% Q4 2025 Jan 29, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 8,665 503 0.04% 0.04% 586 +475 5.8% Q4 2025 Feb 05, 2026
Key Client Fiduciary Advisors, LLC History Reduced 8,637 501 0.17% 0.17% 588 -136 -1.55% Q4 2025 Jan 28, 2026
RBA Wealth Management, LLC History New 8,598 499 0.17% 590 +8,598 New Q4 2025 Jan 26, 2026
Redhawk Wealth Advisors, Inc. History Reduced 8,597 499 0.06% 0.06% 589 -443 -4.9% Q4 2025 Jan 14, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 8,451 491 0.14% 0.14% 591 +539 6.81% Q4 2025 Jan 21, 2026
Signal Advisors Wealth, LLC History New 8,321 483 0.04% 592 +8,321 New Q4 2025 Jan 13, 2026
Family Investment Center, Inc. History Reduced 8,104 474 0.1% 0.1% 593 -602 -6.91% Q4 2025 Jan 23, 2026
INTEGRITY WEALTH ADVISORS, INC. History New 8,149 473 0.32% 596 +8,149 New Q4 2025 Feb 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 8,150 473 0.07% 0.06% 594 +1,250 18.12% Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History Added to 8,154 473 0.03% 0.02% 595 +1,211 17.44% Q4 2025 Feb 17, 2026
Darden Wealth Group Inc History New 8,112 471 0.23% 597 +8,112 New Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History Added to 7,987 470 0.02% 0.02% 598 +68 0.86% Q4 2025 Jan 21, 2026
Independent Wealth Network Inc. History Reduced 8,040 467 0.14% 0.16% 599 -484 -5.68% Q4 2025 Jan 26, 2026
Strong Retirement Solutions LLC History New 7,977 463 0.31% 600 +7,977 New Q4 2025 Feb 18, 2026
Legacy Private Trust Co. History No change 7,955 462 0.03% 0.03% 601 0 0.0% Q4 2025 Jan 08, 2026
Carnegie Lake Advisors LLC History Reduced 7,945 461 0.18% 0.18% 602 -10 -0.13% Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History Reduced 7,907 459 0.07% 0.07% 603 -15 -0.19% Q4 2025 Jan 23, 2026
GWN SECURITIES INC. History Reduced 7,846 456 0.09% 0.11% 604 -270 -3.33% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History No change 7,860 456 0.01% 0.01% 605 0 0.0% Q4 2025 Jan 21, 2026
Plus Group Wealth Advisors LLC History New 7,787 452 0.5% 606 +7,787 New Q4 2025 Feb 05, 2026
Jackson Hole Capital Partners, LLC History New 7,777 451 0.08% 607 +7,777 New Q4 2025 Jan 30, 2026
BCS Wealth Management History Reduced 7,769 451 0.05% 0.18% 608 -6,468 -45.43% Q4 2025 Jan 26, 2026
ROMAN BUTLER FULLERTON & CO History New 7,631 450 0.12% 609 +7,631 New Q4 2025 Jan 26, 2026
Mascagni Wealth Management, Inc. History Reduced 7,759 450 0.34% 0.36% 610 -434 -5.3% Q4 2025 Feb 11, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 7,632 449 0.18% 0.57% 611 -17,616 -69.77% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 7,716 448 0.01% 0.01% 612 +716 10.23% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 7,700 447 0.0% 0.02% 613 -172,600 -95.73% Q4 2025 Feb 17, 2026
FMR LLC History Added to 7,649 444 0.0% 0.0% 614 +7,055 1187.71% Q4 2025 Feb 17, 2026
Triton Wealth Management, PLLC History Added to 7,518 439 0.17% 0.16% 616 +370 5.18% Q4 2025 Feb 05, 2026
Advisor OS, LLC History Added to 7,554 439 0.04% 0.04% 615 +1 0.01% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 7,542 438 0.01% 0.0% 617 +2,872 61.5% Q4 2025 Feb 11, 2026
SEARLE & CO. History No change 7,490 435 0.11% 0.11% 618 0 0.0% Q4 2025 Feb 13, 2026
Socha Financial Group, LLC History Reduced 7,363 427 0.21% 0.19% 619 -596 -7.49% Q4 2025 Jan 30, 2026
LaSalle St. Investment Advisors, LLC History New 7,330 426 0.07% 620 +7,330 New Q4 2025 Feb 17, 2026
Fortis Advisors, LLC History Added to 7,326 425 0.23% 0.23% 621 +183 2.56% Q4 2025 Feb 10, 2026
THOMPSON DAVIS & CO., INC. History Added to 7,260 421 0.25% 0.22% 622 +1,048 16.87% Q4 2025 Jan 12, 2026
MJP ASSOCIATES INC /ADV History Added to 7,236 420 0.05% 0.05% 623 +307 4.43% Q4 2025 Feb 06, 2026
Benchmark Financial, LLC History New 7,142 415 0.41% 624 +7,142 New Q4 2025 Jan 27, 2026
Cyndeo Wealth Partners, LLC History Added to 7,090 412 0.02% 0.02% 625 +152 2.19% Q4 2025 Jan 07, 2026
Nordwand Advisors, LLC History New 7,025 408 0.07% 626 +7,025 New Q4 2025 Feb 03, 2026
Comprehensive Money Management Services LLC History Added to 7,035 408 0.28% 0.26% 628 +600 9.32% Q4 2025 Jan 22, 2026
Independence Asset Advisors, LLC History Added to 6,965 408 0.22% 0.17% 627 +156 2.29% Q4 2025 Feb 02, 2026
Catalyst Investment Management LLC History New 7,007 407 0.39% 629 +7,007 New Q4 2025 Feb 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History New 7,000 406 0.02% 630 +7,000 New Q4 2025 Feb 17, 2026
Legacy Wealth Management, LLC / MS History No change 6,990 406 0.11% 0.12% 631 0 0.0% Q4 2025 Jan 05, 2026
Pointe Capital Management LLC History Reduced 6,765 393 0.19% 0.21% 632 -555 -7.58% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Added to 6,632 385 0.03% 0.03% 633 +16 0.24% Q4 2025 Feb 06, 2026
Milestone Asset Management Group, LLC History New 6,512 378 0.21% 634 +6,512 New Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 6,470 376 0.06% 0.07% 635 -840 -11.49% Q4 2025 Jan 09, 2026
CENTRAL TRUST Co History Added to 6,463 375 0.01% 0.01% 636 +1,147 21.58% Q4 2025 Feb 02, 2026
Richmond Investment Services, LLC History Reduced 6,458 375 0.06% 0.07% 637 -426 -6.19% Q4 2025 Feb 12, 2026
Arlington Financial Advisors, LLC History No change 6,400 371 0.05% 0.05% 638 0 0.0% Q4 2025 Jan 12, 2026
SevenBridge Financial Group, LLC History Reduced 6,228 370 0.06% 0.07% 639 -725 -10.43% Q4 2025 Feb 02, 2026
Providence Capital Advisors, LLC History New 6,342 368 0.06% 640 +6,342 New Q4 2025 Feb 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,201 364 0.02% 641 +6,201 New Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 6,254 363 0.04% 0.04% 642 -140 -2.19% Q4 2025 Feb 03, 2026
Financially in Tune, LLC History New 6,243 362 0.34% 644 +6,243 New Q4 2025 Feb 27, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,238 362 0.06% 0.06% 643 -102 -1.61% Q4 2025 Jan 22, 2026
Summit Trail Advisors, LLC History Added to 6,162 361 0.01% 0.0% 645 +51 0.83% Q4 2025 Feb 17, 2026
Raub Brock Capital Management LP History No change 6,163 358 0.08% 0.08% 646 0 0.0% Q4 2025 Jan 15, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 6,150 357 0.25% 0.24% 647 0 0.0% Q4 2025 Jan 29, 2026
Dakota Wealth Management History New 6,136 356 0.01% 648 +6,136 New Q4 2025 Jan 13, 2026
Sonoma Allocations LLC History Added to 5,995 355 0.12% 0.12% 649 +36 0.6% Q4 2025 Feb 23, 2026
Meadowbrook Wealth Management, LLC History No change 6,114 355 0.41% 0.36% 650 0 0.0% Q4 2025 Jan 12, 2026
RWA WEALTH PARTNERS, LLC History Added to 6,096 354 0.0% 0.0% 651 +2,616 75.17% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History Added to 6,025 350 0.01% 0.01% 652 +750 14.22% Q4 2025 Feb 10, 2026
LOWE BROCKENBROUGH & CO INC History Added to 6,013 349 0.02% 0.01% 653 +2,087 53.16% Q4 2025 Feb 11, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 6,000 348 0.22% 654 +6,000 New Q4 2025 Feb 13, 2026
Blankinship & Foster, LLC History New 6,000 348 0.08% 656 +6,000 New Q4 2025 Jan 23, 2026
Financial Sense Advisors, Inc. History New 5,994 348 0.06% 655 +5,994 New Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History New 5,980 347 0.11% 657 +5,980 New Q4 2025 Jan 07, 2026
Crossmark Global Holdings, Inc. History Reduced 5,939 345 0.0% 0.01% 658 -6,557 -52.47% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History Added to 5,938 345 0.0% 0.0% 659 +5,234 743.47% Q4 2025 Jan 16, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 5,948 345 0.25% 0.18% 660 +1,998 50.58% Q4 2025 Feb 20, 2026
Interchange Capital Partners, LLC History Added to 5,892 342 0.06% 0.07% 661 +52 0.89% Q4 2025 Jan 30, 2026
Clearstead Trust, LLC History Added to 5,834 339 0.05% 0.05% 662 +1,001 20.71% Q4 2025 Feb 09, 2026
Argyle Capital Partners, LLC History No change 5,834 339 0.25% 0.24% 663 0 0.0% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,739 333 0.0% 0.0% 664 0 0.0% Q4 2025 Jan 30, 2026
Stratos Investment Management, LLC History No change 5,740 333 0.01% 0.01% 665 0 0.0% Q4 2025 Jan 20, 2026
Legacy Financial Strategies, LLC History Reduced 5,720 332 0.06% 0.07% 666 -785 -12.07% Q4 2025 Jan 23, 2026
PING CAPITAL MANAGEMENT, INC. History Reduced 5,700 331 0.1% 0.66% 667 -28,300 -83.24% Q4 2025 Feb 02, 2026
Cassady Wealth & Retirement Planning, LLC History New 5,693 330 0.22% 669 +5,693 New Q4 2025 Apr 02, 2026
BankPlus Trust Department History No change 5,692 330 0.09% 0.09% 668 0 0.0% Q4 2025 Jan 27, 2026
Strait & Sound Wealth Management LLC History Added to 5,668 329 0.12% 0.11% 670 +576 11.31% Q4 2025 Feb 04, 2026
CULLEN/FROST BANKERS, INC. History Added to 5,660 328 0.0% 0.0% 671 +589 11.62% Q4 2025 Feb 06, 2026
Edge Financial Advisors LLC History New 5,641 327 0.14% 673 +5,641 New Q4 2025 Jan 28, 2026
Trexquant Investment LP History Added to 5,636 327 0.0% 0.0% 672 +198 3.64% Q4 2025 Feb 17, 2026
Odyssey Capital Advisors, Inc. History New 5,604 325 0.29% 674 +5,604 New Q4 2025 Feb 05, 2026
KERR FINANCIAL PLANNING Corp History Added to 5,685 324 0.44% 0.29% 675 +2,076 57.52% Q4 2025 Feb 10, 2026
ONE Advisory Partners, LLC History No change 5,562 323 0.1% 0.1% 676 0 0.0% Q4 2025 Jan 12, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 5,512 320 0.22% 0.25% 678 -281 -4.85% Q4 2025 Jan 23, 2026
Wealthspire Advisors, LLC History Added to 5,514 320 0.0% 0.0% 677 +91 1.68% Q4 2025 Feb 13, 2026
Thomasville National Bank History No change 5,500 319 0.02% 0.02% 679 0 0.0% Q4 2025 Jan 26, 2026
KFA Private Wealth Group, LLC History Added to 5,475 318 0.08% 0.09% 680 +200 3.79% Q4 2025 Jan 07, 2026
Triad Wealth Partners, LLC History Reduced 5,456 317 0.03% 0.05% 681 -1,612 -22.81% Q4 2025 Jan 22, 2026
APPLETON PARTNERS INC/MA History Reduced 5,440 316 0.02% 0.02% 682 -600 -9.93% Q4 2025 Jan 09, 2026
Regal Investment Advisors LLC History Added to 5,421 315 0.02% 0.02% 683 +407 8.12% Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 5,392 313 0.09% 685 +5,392 New Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History Reduced 5,394 313 0.25% 0.28% 684 -753 -12.25% Q4 2025 Feb 04, 2026
Per Stirling Capital Management, LLC. History New 5,378 312 0.04% 686 +5,378 New Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History New 5,362 311 0.01% 687 +5,362 New Q4 2025 Jan 23, 2026
Private Capital Advisors, Inc. History Reduced 5,311 308 0.03% 0.05% 688 -2,575 -32.65% Q4 2025 Feb 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 5,285 307 0.01% 0.0% 689 +1,079 25.65% Q4 2025 Jan 07, 2026
SIGNATUREFD, LLC History Added to 5,281 306 0.0% 0.0% 690 +1,164 28.27% Q4 2025 Jan 20, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Reduced 5,248 305 0.05% 0.06% 691 -164 -3.03% Q4 2025 Feb 06, 2026
FISCHER INVESTMENT STRATEGIES, LLC History New 5,245 304 0.18% 692 +5,245 New Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 5,218 303 0.01% 0.01% 693 +1,397 36.56% Q4 2025 Jan 21, 2026
Portfolio Strategies, Inc. History Added to 5,223 303 0.04% 0.03% 694 +198 3.94% Q4 2025 Jan 27, 2026
Berger Financial Group, Inc History Reduced 5,225 303 0.02% 0.02% 695 -80 -1.51% Q4 2025 Jan 27, 2026
Redwood Family Wealth LLC History New 5,200 302 0.3% 698 +5,200 New Q4 2025 Mar 06, 2026
Kapstone Financial Advisors LLC History Added to 5,197 302 0.15% 0.13% 697 +510 10.88% Q4 2025 Feb 05, 2026
Secure Asset Management, LLC History Added to 5,200 302 0.05% 0.05% 696 +54 1.05% Q4 2025 Jan 20, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 5,191 301 0.04% 0.05% 699 -842 -13.96% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 5,176 300 0.01% 0.01% 700 +220 4.44% Q4 2025 Feb 06, 2026
Walkner Condon Financial Advisors LLC History No change 5,171 300 0.04% 0.05% 701 0 0.0% Q4 2025 Jan 21, 2026
Capital Advisors Wealth Management, LLC History Added to 5,161 299 0.04% 0.03% 703 +1,336 34.93% Q4 2025 Jan 21, 2026
Orgel Wealth Management, LLC History Added to 5,153 299 0.01% 0.01% 702 +744 16.87% Q4 2025 Jan 07, 2026
Birchcreek Wealth Management, LLC History Reduced 5,070 294 0.14% 0.19% 704 -1,500 -22.83% Q4 2025 Jan 16, 2026
HighMark Wealth Management LLC History Added to 5,056 293 0.12% 0.12% 705 +126 2.56% Q4 2025 Feb 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 5,035 292 0.02% 0.02% 706 -1,010 -16.71% Q4 2025 Jan 13, 2026
Columbia Asset Management History No change 5,028 292 0.05% 0.05% 707 0 0.0% Q4 2025 Jan 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 5,037 292 0.19% 0.21% 708 0 0.0% Q4 2025 Jan 07, 2026
Guardian Financial Partners, LLC History Reduced 5,000 290 0.12% 0.19% 711 -3,000 -37.5% Q4 2025 Jan 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,000 290 0.02% 0.02% 709 0 0.0% Q4 2025 Jan 23, 2026
Evercore Wealth Management, LLC History No change 5,000 290 0.0% 0.0% 710 0 0.0% Q4 2025 Feb 17, 2026
GABLES CAPITAL MANAGEMENT INC. History Added to 4,900 284 0.12% 0.1% 712 +1,000 25.64% Q4 2025 Feb 06, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 4,761 281 0.13% 0.15% 713 +626 15.14% Q4 2025 Jan 26, 2026
Keystone Financial Group History Added to 4,821 280 0.02% 0.02% 714 +414 9.39% Q4 2025 Feb 06, 2026
Aurdan Capital Management, LLC History No change 4,785 278 0.09% 0.09% 715 0 0.0% Q4 2025 Jan 12, 2026
SMART Wealth LLC History Reduced 4,770 277 0.08% 0.11% 716 -93 -1.91% Q4 2025 Jan 26, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,733 275 0.0% 0.0% 717 -17,852 -79.04% Q4 2025 Mar 25, 2026
Ankerstar Wealth, LLC History New 4,684 274 0.27% 718 +4,684 New Q4 2025 Feb 12, 2026
CATALYST PRIVATE WEALTH, LLC History No change 4,698 273 0.12% 0.12% 719 0 0.0% Q4 2025 Jan 14, 2026
Arax Advisory Partners History New 4,661 270 0.01% 720 +4,661 New Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History New 4,643 269 0.0% 721 +4,643 New Q4 2025 Jan 23, 2026
Balefire, LLC History Added to 4,637 269 0.05% 0.05% 722 +350 8.16% Q4 2025 Jan 12, 2026
Integrated Wealth Management History New 4,600 267 0.3% 724 +4,600 New Q4 2025 Mar 03, 2026
Redwood Wealth Management Group, LLC History No change 4,600 267 0.11% 0.11% 723 0 0.0% Q4 2025 Feb 03, 2026
Inspire Advisors, LLC History New 4,521 262 0.02% 725 +4,521 New Q4 2025 Feb 13, 2026
HAMEL ASSOCIATES, INC. History Added to 4,466 259 0.08% 0.06% 726 +888 24.82% Q4 2025 Feb 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 4,459 259 0.03% 0.03% 727 -171 -3.69% Q4 2025 Jan 27, 2026
Morey & Quinn Wealth Partners, LLC History Added to 4,435 257 0.18% 0.17% 728 +315 7.65% Q4 2025 Jan 27, 2026
Fisher Asset Management, LLC History New 4,405 256 0.0% 729 +4,405 New Q4 2025 Feb 09, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 4,341 252 0.11% 0.11% 731 +6 0.14% Q4 2025 Feb 02, 2026
TOMPKINS FINANCIAL CORP History No change 4,344 252 0.02% 0.02% 730 0 0.0% Q4 2025 Jan 08, 2026
Private Wealth Asset Management, LLC History New 4,319 251 0.03% 733 +4,319 New Q4 2025 Feb 10, 2026
Realta Investment Advisors History Added to 4,324 251 0.08% 0.08% 732 +120 2.85% Q4 2025 Jan 20, 2026
Apollon Financial, LLC History New 4,289 249 0.04% 735 +4,289 New Q4 2025 Jan 22, 2026
Wellington Shields Capital Management, LLC History No change 4,300 249 0.04% 0.04% 734 0 0.0% Q4 2025 Feb 09, 2026
Novak & Powell Financial Services, Inc. History New 4,274 248 0.13% 736 +4,274 New Q4 2025 Feb 10, 2026
Virtue Capital Management, LLC History Reduced 4,261 247 0.04% 0.06% 738 -97,739 -95.82% Q4 2025 Feb 18, 2026
Fairvoy Private Wealth, LLC History New 4,250 247 0.06% 739 +4,250 New Q4 2025 Jan 14, 2026
Arete Wealth Advisors, LLC History Reduced 4,257 247 0.02% 0.02% 737 -23 -0.54% Q4 2025 Feb 13, 2026
Clarendon Private LLC History No change 4,240 246 0.21% 0.22% 740 0 0.0% Q4 2025 Feb 05, 2026
TFC Financial Management, Inc. History Added to 4,228 245 0.03% 0.02% 741 +2,044 93.59% Q4 2025 Jan 23, 2026
WALLER FINANCIAL PLANNING GROUP, INC History New 4,200 244 0.05% 742 +4,200 New Q4 2025 Jan 13, 2026
Montz Harcus Wealth Management LLC History Added to 4,176 242 0.1% 0.1% 743 +176 4.4% Q4 2025 Jan 22, 2026
Dorsey & Whitney Trust CO LLC History No change 4,157 241 0.01% 0.01% 744 0 0.0% Q4 2025 Feb 11, 2026
Welch Financial Planning, LLC History New 4,139 240 0.17% 745 +4,139 New Q4 2025 Feb 02, 2026
Granite Harbor Advisors, Inc. History Reduced 4,111 238 0.1% 0.11% 747 -481 -10.47% Q4 2025 Jan 22, 2026
Family Manage LLC History No change 4,100 238 0.03% 0.03% 746 0 0.0% Q4 2025 Feb 17, 2026
Worth Financial Advisory Group, LLC History New 4,079 237 0.11% 748 +4,079 New Q4 2025 Jan 16, 2026
Red Mountain Financial, LLC History Added to 4,090 237 0.23% 0.21% 749 +530 14.89% Q4 2025 Jan 26, 2026
Barnes Wealth Management Group, Inc History Reduced 4,067 236 0.13% 0.13% 750 -151 -3.58% Q4 2025 Feb 24, 2026
Trivium Point Advisory, LLC History New 4,053 235 0.02% 751 +4,053 New Q4 2025 Jan 26, 2026
Forum Financial Management, LP History No change 4,017 233 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 27, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 4,000 232 0.13% 0.1% 753 0 0.0% Q4 2025 Jan 22, 2026
Mascoma Wealth Management LLC History Added to 3,975 231 0.05% 0.02% 754 +2,288 135.63% Q4 2025 Feb 04, 2026
Oregon Pacific Wealth Management, LLC History Reduced 3,969 230 0.24% 0.22% 755 -386 -8.86% Q4 2025 Jan 16, 2026
WealthPLAN Partners, LLC History New 3,954 229 0.03% 758 +3,954 New Q4 2025 Feb 12, 2026
CFO4Life Group, LLC History Reduced 3,952 229 0.03% 0.04% 759 -763 -16.18% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 3,944 229 0.0% 0.0% 756 -11 -0.28% Q4 2025 Feb 11, 2026
Welch Group, LLC History No change 3,950 229 0.01% 0.01% 757 0 0.0% Q4 2025 Jan 26, 2026
Claro Advisors Inc. History No change 3,955 229 0.03% 0.03% 760 0 0.0% Q4 2025 Feb 17, 2026
Bay Rivers Group History Added to 3,921 227 0.09% 0.09% 761 +6 0.15% Q4 2025 Jan 07, 2026
Sequent Planning LLC History Reduced 3,894 226 0.06% 0.45% 762 -23,608 -85.84% Q4 2025 Feb 05, 2026
Goldenstone Wealth Management LLC History New 3,893 226 0.17% 763 +3,893 New Q4 2025 Feb 06, 2026
Cascade Financial Partners, LLC History No change 3,886 225 0.02% 0.03% 764 0 0.0% Q4 2025 Feb 06, 2026
McAdam, LLC History Reduced 3,840 223 0.01% 0.01% 765 -1,003 -20.71% Q4 2025 Feb 13, 2026
High Falls Advisors, Inc History New 3,784 219 0.04% 766 +3,784 New Q4 2025 Feb 18, 2026
Tidemark, LLC History Reduced 3,780 219 0.06% 0.07% 767 -269 -6.64% Q4 2025 Feb 10, 2026
CERTUITY, LLC History No change 3,766 218 0.01% 0.01% 768 0 0.0% Q4 2025 Jan 30, 2026
XML Financial, LLC History Reduced 3,750 217 0.02% 0.03% 770 -2,505 -40.05% Q4 2025 Feb 11, 2026
SkyOak Wealth, LLC History No change 3,750 217 0.04% 0.04% 769 0 0.0% Q4 2025 Feb 05, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 3,668 215 0.06% 0.06% 771 +68 1.89% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History Reduced 3,687 214 0.08% 0.07% 772 -133 -3.48% Q4 2025 Feb 03, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 3,674 213 0.1% 775 +3,674 New Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History New 3,672 213 0.02% 773 +3,672 New Q4 2025 Feb 04, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 3,676 213 0.09% 0.09% 774 +173 4.94% Q4 2025 Jan 29, 2026
OPINICUS CAPITAL, INC. History New 3,654 212 0.15% 777 +3,654 New Q4 2025 Feb 04, 2026
Compass Ion Advisors, LLC History Added to 3,662 212 0.02% 0.02% 776 +86 2.4% Q4 2025 Jan 29, 2026
RPS ADVISORY SOLUTIONS LLC History New 3,619 210 0.1% 778 +3,619 New Q4 2025 Feb 06, 2026
Safeguard Investment Advisory Group, LLC History Reduced 3,600 209 0.05% 0.37% 782 -22,575 -86.25% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 3,613 209 0.0% 0.0% 779 +1,741 93.0% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Reduced 3,607 209 0.02% 0.02% 780 -1,291 -26.36% Q4 2025 Feb 17, 2026
OBSIDIAN CIO, LLC History Reduced 3,608 209 0.31% 0.04% 781 -1,044 -22.44% Q4 2025 Feb 18, 2026
Colonial Trust Co / SC History Reduced 3,605 209 0.03% 0.03% 783 -9 -0.25% Q4 2025 Feb 12, 2026
Burford Brothers, Inc. History No change 3,587 208 0.09% 0.09% 784 0 0.0% Q4 2025 Feb 05, 2026
Signature Wealth Management Partners, LLC History New 3,547 206 0.1% 786 +3,547 New Q4 2025 Feb 02, 2026
Capital Square, LLC History No change 3,558 206 0.11% 0.1% 785 0 0.0% Q4 2025 Feb 13, 2026
MRA Advisory Group History New 3,528 205 0.09% 787 +3,528 New Q4 2025 Jan 16, 2026
Sun Financial Inc History New 3,496 203 0.11% 791 +3,496 New Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Added to 3,502 203 0.01% 0.0% 790 +2,524 258.08% Q4 2025 Jan 13, 2026
N.E.W. Advisory Services LLC History Added to 3,506 203 0.02% 0.01% 789 +2,311 193.39% Q4 2025 Jan 28, 2026
WoodTrust Financial Corp History No change 3,500 203 0.02% 0.02% 788 0 0.0% Q4 2025 Jan 30, 2026
SWMG, LLC History New 3,482 202 0.06% 792 +3,482 New Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,475 201 0.02% 793 +3,475 New Q4 2025 Feb 13, 2026
Requisite Capital Management, LLC History Reduced 3,424 200 0.04% 0.16% 794 -13,495 -79.76% Q4 2025 Feb 05, 2026
Motiv8 Investments LLC History New 3,444 200 0.11% 795 +3,444 New Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 3,372 195 0.02% 0.02% 796 +43 1.29% Q4 2025 Jan 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,324 193 0.0% 797 +3,324 New Q4 2025 Feb 13, 2026
Centerpoint Advisors, LLC History Added to 3,005 175 0.05% 0.05% 798 +112 3.87% Q4 2025 Feb 13, 2026
Park Place Capital Corp History New 3,000 174 0.04% 800 +3,000 New Q4 2025 Jan 09, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 2,970 174 0.0% 0.0% 799 -800 -21.22% Q4 2025 Jan 26, 2026