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

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 Added to 106,472,614 5,386,449 0.34% 0.29% 1 +9,729,791 10.06% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 61,468,768 3,109,705 0.19% 0.18% 2 +1,449,509 2.42% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 19,620,900 992,621 0.27% 0.27% 3 +1,459,312 8.04% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 16,175,293 818,308 0.06% 0.06% 4 +148,067 0.92% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 13,181,100 666,832 1.27% 1.22% 5 +1,002,505 8.23% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 11,445,396 579,022 0.09% 0.09% 6 +194,855 1.73% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 10,749,658 543,825 0.03% 0.03% 7 -1,033,242 -8.77% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 9,606,957 486,015 0.09% 0.09% 8 +233,025 2.49% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 9,469,398 479,056 0.08% 0.07% 9 +531,080 5.94% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 9,443,109 475,272 3.07% 3.18% 10 +140,546 1.51% Q4 2025 Jan 28, 2026
Temasek Holdings (Private) Ltd History No change 5,919,494 299,467 0.95% 1.04% 11 0 0.0% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,897,602 298,359 0.09% 0.08% 12 +699,780 13.46% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 5,695,603 288,311 0.39% 0.54% 13 -1,391,192 -19.63% Q4 2025 Jan 08, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Added to 4,884,480 247,982 15.24% 12.87% 14 +1,016,542 26.28% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Reduced 4,882,933 247,027 0.36% 0.42% 15 -210,011 -4.12% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 4,837,946 244,751 0.04% — 16 +4,837,946 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,335,889 219,352 0.07% 0.06% 17 +370,927 9.36% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 4,013,417 203,038 0.13% 0.17% 18 -993,732 -19.85% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,514,101 177,785 0.04% 0.04% 19 -43,578 -1.22% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 3,271,997 165,530 0.44% 0.34% 20 +835,309 34.28% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Added to 3,065,269 155,071 0.17% 0.17% 21 +130,740 4.46% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,577,517 130,419 0.19% 0.2% 22 -244,557 -8.67% Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History Added to 2,530,212 128,003 2.11% 1.2% 23 +1,177,835 87.09% Q4 2025 Feb 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,925,152 97,393 1.69% 1.25% 24 +761,030 65.37% Q4 2025 Feb 19, 2026
Cornerstone Management, Inc. History Added to 1,923,884 97,329 15.87% 15.73% 25 +49,265 2.63% Q4 2025 Feb 06, 2026
Bridgewater Advisors Inc. History Added to 1,867,988 94,725 6.14% 6.35% 26 +59,917 3.31% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Reduced 1,816,996 91,922 0.08% 0.09% 27 -37,616 -2.03% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 1,806,977 91,414 1.88% 1.68% 28 +152,366 9.21% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,774,595 89,776 0.05% 0.05% 29 +329,598 22.81% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,770,458 89,567 0.12% 0.13% 30 -171,179 -8.82% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,743,625 88,210 2.66% 2.48% 31 +239,528 15.93% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 1,685,583 85,273 0.27% 0.22% 32 +304,040 22.01% Q4 2025 Feb 02, 2026
Legacy Wealth Management, Inc History Added to 1,631,362 82,530 4.76% 4.62% 33 +83,125 5.37% Q4 2025 Jan 21, 2026
GREENWOOD GEARHART INC History Added to 1,587,784 80,325 4.42% 4.08% 34 +192,915 13.83% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Added to 1,522,345 77,015 0.16% 0.16% 35 +80,577 5.59% Q4 2025 Jan 23, 2026
Focus Partners Wealth History Added to 1,440,192 72,956 0.08% 0.05% 36 +863,988 149.94% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 1,410,553 71,376 0.21% 0.02% 37 +1,284,279 1017.06% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,380,840 69,856 0.42% 0.42% 38 +229,945 19.98% Q4 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Reduced 1,348,757 68,233 1.51% 0.39% 39 -616,234 -31.36% Q4 2025 Feb 20, 2026
Rock Creek Group, LP History Added to 1,294,929 65,513 7.35% 6.71% 40 +37,892 3.01% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,266,826 64,162 0.11% 0.03% 41 +938,617 285.98% Q4 2025 Feb 05, 2026
John A. Wolfe & Associates, Inc. History New 1,255,984 63,540 34.31% — 42 +1,255,984 New Q4 2025 Mar 16, 2026
NewEdge Advisors, LLC History Added to 1,214,499 61,441 0.22% 0.21% 43 +323,119 36.25% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,211,818 61,305 0.15% 0.18% 44 -93,958 -7.2% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,184,363 59,916 0.11% 0.1% 45 +226,236 23.61% Q4 2025 Feb 17, 2026
Crane Advisory, LLC History Reduced 1,172,033 59,363 8.97% 11.75% 46 -305,541 -20.68% Q4 2025 Jan 15, 2026
Kensington Asset Management, LLC History Added to 1,161,999 59,006 3.05% 3.28% 47 +81,767 7.57% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 1,157,721 58,569 4.33% 5.0% 48 +54,022 4.89% Q4 2025 Jan 28, 2026
SEI INVESTMENTS CO History Added to 1,144,058 57,876 0.06% 0.06% 49 +16,020 1.42% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 1,137,455 57,543 0.47% 0.31% 50 +525,134 85.76% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 1,125,473 56,937 0.27% 0.29% 51 -29,918 -2.59% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 1,115,317 56,424 0.15% 0.18% 52 -46,519 -4.0% Q4 2025 Jan 26, 2026
HighTower Advisors, LLC History Added to 1,062,461 53,749 0.06% 0.05% 53 +273,959 34.74% Q4 2025 Feb 06, 2026
Acorns Advisers, LLC History Added to 1,007,576 50,973 0.38% 0.39% 54 +20,675 2.09% Q4 2025 Feb 13, 2026
MCMORGAN & CO LLC History Added to 999,267 50,552 8.38% 6.6% 55 +154,275 18.26% Q4 2025 Feb 11, 2026
Capital Asset Advisory Services LLC History Added to 959,528 48,571 1.95% 1.27% 56 +379,895 65.54% Q4 2025 Jan 09, 2026
Janney Montgomery Scott LLC History Added to 942,754 47,694 0.11% 0.1% 57 +118,422 14.37% Q4 2025 Feb 11, 2026
PFG Investments, LLC History Added to 940,405 47,575 2.24% 0.19% 58 +870,053 1236.71% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 919,399 46,677 0.63% 0.6% 59 +52,486 6.05% Q4 2025 Jan 30, 2026
Valmark Advisers, Inc. History Added to 902,017 45,633 0.56% 0.58% 60 +9,800 1.1% Q4 2025 Jan 26, 2026
Round Rock Advisors LLC History Added to 900,926 45,577 6.85% 7.07% 61 +21,170 2.41% Q4 2025 Jan 27, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History Reduced 889,900 45,020 1.34% 4.17% 62 -1,001,800 -52.96% Q4 2025 Feb 13, 2026
Peterson Wealth Advisors, LLC History Added to 879,733 44,505 5.93% 6.18% 63 +63,666 7.8% Q4 2025 Jan 09, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 820,320 41,499 2.62% 2.45% 64 +78,219 10.54% Q4 2025 Feb 17, 2026
Alpha Omega Wealth Management LLC History Added to 810,487 41,002 6.8% 6.77% 65 +8,622 1.08% Q4 2025 Jan 22, 2026
SIGNATUREFD, LLC History Reduced 808,575 40,905 0.62% 0.67% 66 -27,432 -3.28% Q4 2025 Jan 20, 2026
STEPHENS INC /AR/ History Added to 806,296 40,790 0.51% 0.49% 67 +47,102 6.2% Q4 2025 Feb 05, 2026
MAI Capital Management History Added to 805,176 40,733 0.23% 0.2% 68 +185,939 30.03% Q4 2025 Feb 13, 2026
Bramshill Investments, LLC History No change 780,797 39,500 2.23% 2.7% 69 0 0.0% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 764,410 38,671 0.79% 0.89% 70 +2,251 0.3% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Added to 760,459 38,471 0.07% 0.07% 71 +78,951 11.58% Q4 2025 Mar 16, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 748,106 37,846 1.94% 1.88% 72 +16,168 2.21% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 742,191 37,547 2.0% 1.95% 73 +62,598 9.21% Q4 2025 Jan 20, 2026
Great Point Wealth Advisors, LLC History Added to 718,205 36,333 6.63% 6.55% 74 +30,714 4.47% Q4 2025 Jan 26, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 714,240 36,133 6.13% 8.16% 75 -226,037 -24.04% Q4 2025 Jan 27, 2026
San Luis Wealth Advisors LLC History Reduced 709,422 35,889 6.01% 7.01% 76 -57,263 -7.47% Q4 2025 Jan 26, 2026
Rosenberg Matthew Hamilton History Added to 695,111 35,165 7.28% 7.22% 77 +36,461 5.54% Q4 2025 Jan 05, 2026
WCG Wealth Advisors LLC History Added to 682,190 34,512 0.97% 0.81% 78 +427,838 168.21% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 677,259 34,262 0.01% 0.01% 79 +65,611 10.73% Q4 2025 Feb 11, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 657,333 33,254 9.35% 6.3% 80 +195,486 42.33% Q4 2025 Jan 15, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 652,830 33,026 1.15% 1.04% 81 +55,093 9.22% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 649,655 32,979 0.74% 0.33% 82 +458,272 239.45% Q4 2025 Feb 05, 2026
Phoenix Wealth Advisors History Added to 646,548 32,708 12.58% 12.16% 83 +22,687 3.64% Q4 2025 Jan 22, 2026
Equitable Holdings, Inc. History Added to 624,863 31,611 0.22% 0.22% 84 +29,291 4.92% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 619,748 31,353 0.04% 0.04% 85 -34,450 -5.27% Q4 2025 Feb 13, 2026
Cobblestone Asset Management LLC History Added to 615,378 31,131 13.97% 14.03% 86 +10,524 1.74% Q4 2025 Jan 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 606,060 30,660 1.25% 1.09% 87 +96,594 18.96% Q4 2025 Jan 16, 2026
Dynamic Advisor Solutions LLC History Added to 598,814 30,293 0.97% 0.84% 88 +27,997 4.9% Q4 2025 Jan 09, 2026
StrongBox Wealth, LLC History Added to 595,494 30,126 9.9% 9.81% 89 +23,883 4.18% Q4 2025 Jan 21, 2026
Dakota Wealth Management History Added to 585,556 29,623 0.53% 0.47% 90 +130,415 28.65% Q4 2025 Jan 13, 2026
Roberts Wealth Advisors, LLC History Added to 582,233 29,455 7.69% 6.63% 91 +90,858 18.49% Q4 2025 Jan 13, 2026
Naviter Wealth, LLC History Reduced 578,520 29,370 3.83% 4.85% 92 -242,180 -29.51% Q4 2025 Jan 21, 2026
Kestra Advisory Services, LLC History Added to 576,862 29,183 0.12% 0.13% 93 +24,575 4.45% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 569,575 28,814 0.11% 0.1% 94 +118,280 26.21% Q4 2025 Feb 17, 2026
Roof Eidam Maycock Peralta, LLC History Added to 559,018 28,280 6.41% 5.04% 95 +149,976 36.67% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 551,701 27,910 0.33% 0.41% 96 -349,590 -38.79% Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Added to 544,898 27,566 4.96% 4.87% 97 +36,330 7.14% Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 533,742 27,002 0.34% 0.38% 98 -45,151 -7.8% Q4 2025 Feb 10, 2026
Evensky & Katz LLC History Added to 525,679 26,594 1.5% 1.49% 99 +19,694 3.89% Q4 2025 Feb 05, 2026
American Trust History Added to 525,224 26,571 2.23% 2.24% 100 +1,726 0.33% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 519,628 26,287 0.2% 0.22% 101 +4,590 0.89% Q4 2025 Jan 14, 2026
Spire Wealth Management History Reduced 516,002 26,104 0.87% 2.47% 102 -916,529 -63.98% Q4 2025 Jan 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 330,064 26,043 0.04% 0.01% 103 +200,220 154.2% Q4 2025 Feb 18, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 511,137 25,940 2.0% 2.12% 104 +4,773 0.94% Q4 2025 Jan 16, 2026
Sollinda Capital Management LLC History Reduced 503,296 25,461 6.5% 7.25% 105 -18,154 -3.48% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 497,477 25,167 1.21% 1.27% 106 -6,877 -1.36% Q4 2025 Feb 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 494,963 25,040 1.18% 1.19% 107 -42,953 -7.99% Q4 2025 Jan 21, 2026
Baird Financial Group, Inc. History Added to 491,707 24,875 0.04% 0.03% 108 +136,675 38.5% Q4 2025 Feb 13, 2026
MASON STREET ADVISORS, LLC History Added to 480,735 24,320 2.39% 2.46% 109 +12,165 2.6% Q4 2025 Feb 04, 2026
APPLETON PARTNERS INC/MA History Reduced 479,117 24,239 1.6% 1.64% 110 -3,609 -0.75% Q4 2025 Jan 09, 2026
Saiph Capital, LLC History Added to 470,160 23,785 8.54% 6.75% 111 +100,367 27.14% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 469,363 23,745 0.03% 0.01% 112 +362,846 340.65% Q4 2025 Mar 09, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 464,464 23,515 10.55% 10.88% 113 -4,247 -0.91% Q4 2025 Jan 14, 2026
Resonant Capital Advisors, LLC History Added to 460,712 23,390 1.29% 0.59% 114 +262,326 132.23% Q4 2025 Jan 29, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 461,016 23,322 5.55% 4.99% 115 +65,110 16.45% Q4 2025 Jan 26, 2026
Clarus Group, Inc. History Reduced 453,143 22,924 8.26% 8.3% 116 -17,484 -3.72% Q4 2025 Jan 16, 2026
Capital Advisors Wealth Management, LLC History Added to 445,624 22,544 3.07% 3.04% 117 +25,429 6.05% Q4 2025 Jan 21, 2026
Compass Financial Services Inc History Reduced 444,855 22,505 9.7% 10.03% 118 -2,117 -0.47% Q4 2025 Feb 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 442,921 22,407 0.34% 0.33% 119 +36,236 8.91% Q4 2025 Jan 22, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 436,286 22,071 0.7% 0.62% 120 +48,413 12.48% Q4 2025 Jan 14, 2026
YHB Investment Advisors, Inc. History Added to 434,038 21,957 1.52% 1.08% 121 +143,087 49.18% Q4 2025 Jan 16, 2026
Mascoma Wealth Management LLC History Added to 430,219 21,764 4.67% 4.68% 122 +12,019 2.87% Q4 2025 Feb 04, 2026
Soltis Investment Advisors LLC History Reduced 427,796 21,642 1.43% 1.63% 123 -35,857 -7.73% Q4 2025 Apr 02, 2026
Legacy Wealth Advisors, LLC History New 426,150 21,558 14.23% — 124 +426,150 New Q4 2025 Feb 17, 2026
Thomasville National Bank History Added to 424,130 21,456 1.33% 1.32% 125 +11,402 2.76% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Reduced 421,584 21,327 1.51% 1.76% 126 -16,564 -3.78% Q4 2025 Jan 21, 2026
Beacon Bank & Trust History Reduced 419,166 21,205 4.3% 6.53% 127 -179,006 -29.93% Q4 2025 Feb 17, 2026
Souders Financial Advisors History Added to 418,820 21,188 2.43% 2.44% 128 +14,131 3.49% Q4 2025 Feb 02, 2026
Arbor Investment Advisors, LLC History Reduced 414,185 20,953 2.76% 2.68% 129 -1,797 -0.43% Q4 2025 Jan 23, 2026
Mainstream Capital Management LLC History Reduced 409,853 20,734 13.57% 14.9% 130 -31,945 -7.23% Q4 2025 Jan 21, 2026
White Wing Wealth Management History Reduced 401,082 20,290 12.11% 12.69% 131 -3,178 -0.79% Q4 2025 Jan 15, 2026
IMZ Advisory Inc History Reduced 399,020 20,186 7.39% 7.77% 132 -12,608 -3.06% Q4 2025 Jan 21, 2026
Family Investment Center, Inc. History Added to 394,554 19,971 4.03% 3.99% 133 +15,402 4.06% Q4 2025 Jan 23, 2026
Ridgeline Wealth Planning, LLC History Reduced 394,281 19,946 14.23% 16.52% 134 -39,334 -9.07% Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History Added to 393,308 19,897 0.4% 0.44% 135 +8,377 2.18% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Reduced 391,796 19,820 0.44% 0.55% 136 -24,351 -5.85% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 389,372 19,698 0.11% 0.11% 137 +52,846 15.7% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Added to 386,935 19,575 0.22% 0.22% 138 +12,757 3.41% Q4 2025 Jan 20, 2026
Jacobi Capital Management LLC History Added to 384,459 19,449 1.13% 0.64% 139 +178,391 86.57% Q4 2025 Feb 13, 2026
Cooper Financial Group History Reduced 383,568 19,404 2.06% 2.2% 140 -8,736 -2.23% Q4 2025 Jan 08, 2026
COMERICA BANK History Added to 378,570 19,151 0.08% 0.05% 141 +100,177 35.98% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Reduced 377,522 19,098 0.12% 0.13% 142 -17,984 -4.55% Q4 2025 Jan 29, 2026
Selby Wealth Management, LLC History New 375,758 19,009 7.66% — 143 +375,758 New Q4 2025 Feb 13, 2026
Strategent Financial, LLC History Added to 374,756 18,958 12.0% 12.95% 144 +17,887 5.01% Q4 2025 Jan 29, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 372,281 18,833 1.31% 1.29% 145 +22,448 6.42% Q4 2025 Jan 07, 2026
WJ Wealth Management, LLC History Reduced 362,300 18,328 8.02% 8.24% 146 -6,965 -1.89% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Added to 359,071 18,165 0.18% 0.14% 147 +91,817 34.36% Q4 2025 Feb 13, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 356,364 18,092 6.69% 8.21% 148 -89,193 -20.02% Q4 2025 Jan 21, 2026
Summit Wealth Partners, LLC History Added to 343,385 17,371 3.21% 2.98% 149 +17,607 5.4% Q4 2025 Jan 27, 2026
Financial Management Professionals, Inc. History Added to 339,541 17,238 1.78% 1.7% 150 +18,149 5.65% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Added to 340,348 17,218 0.63% 0.25% 151 +210,239 161.59% Q4 2025 Jan 21, 2026
Per Stirling Capital Management, LLC. History Added to 333,386 16,866 1.89% 1.83% 152 +31,394 10.4% Q4 2025 Feb 17, 2026
Frisch Financial Group, Inc. History Reduced 331,679 16,839 3.77% 6.97% 153 -259,246 -43.87% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 331,805 16,798 0.09% 0.1% 154 +26,456 8.66% Q4 2025 Feb 17, 2026
LANE BROTHERS & CO INC History New 331,906 16,791 12.15% — 155 +331,906 New Q4 2025 Mar 13, 2026
Flaharty Asset Management, LLC History Added to 328,513 16,619 2.08% 2.06% 156 +8,638 2.7% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 328,041 16,595 0.07% — 157 +328,041 New Q4 2025 Feb 05, 2026
LPWM LLC History Reduced 321,899 16,284 4.11% 4.82% 158 -34,266 -9.62% Q4 2025 Jan 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 321,825 16,281 0.92% 0.95% 159 +2,028 0.63% Q4 2025 Jan 14, 2026
TRUIST FINANCIAL CORP History Added to 313,578 15,863 0.02% 0.02% 160 +48,112 18.12% Q4 2025 Feb 02, 2026
Verum Partners LLC History Reduced 311,255 15,746 3.17% 3.36% 161 -99 -0.03% Q4 2025 Jan 14, 2026
Palumbo Wealth Management LLC History New 310,268 15,696 3.87% — 162 +310,268 New Q4 2025 Jan 21, 2026
Essex Financial Services, Inc. History Added to 309,877 15,676 0.89% 0.72% 163 +71,372 29.92% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Added to 309,688 15,667 0.22% 0.23% 164 +10,642 3.56% Q4 2025 Feb 02, 2026
Legacy CG, LLC History Added to 308,843 15,624 4.37% 3.61% 165 +56,442 22.36% Q4 2025 Jan 26, 2026
Allen Capital Group, LLC History Added to 308,587 15,611 1.43% 1.2% 166 +56,914 22.61% Q4 2025 Feb 09, 2026
Cerro Pacific Wealth Advisors LLC History Added to 308,311 15,597 4.21% 4.08% 167 +14,353 4.88% Q4 2025 Feb 02, 2026
VCI Wealth Management LLC History Added to 307,261 15,544 4.32% 4.3% 168 +28,013 10.03% Q4 2025 Jan 27, 2026
Prism Advisors, Inc. History Added to 307,102 15,536 4.14% 3.82% 169 +28,613 10.27% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Added to 306,478 15,504 0.29% 0.28% 170 +9,612 3.24% Q4 2025 Feb 04, 2026
Pinnacle Financial Partners, Inc. History New 305,665 15,466 0.12% — 171 +305,665 New Q4 2025 Feb 18, 2026
Ridgepath Capital Management LLC History No change 298,335 15,134 6.95% 6.46% 172 0 0.0% Q4 2025 Feb 04, 2026
Sand Hill Global Advisors, LLC History Added to 295,889 14,969 0.52% 0.5% 173 +13,260 4.69% Q4 2025 Feb 12, 2026
KWMG, LLC History Added to 293,858 14,866 1.28% 1.23% 174 +16,220 5.84% Q4 2025 Jan 16, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 293,304 14,838 9.74% 10.29% 175 -23,535 -7.43% Q4 2025 Jan 22, 2026
Ruggaard & Associates LLC History Reduced 288,921 14,616 5.75% 5.89% 176 -21,585 -6.95% Q4 2025 Feb 20, 2026
Requisite Capital Management, LLC History Added to 286,425 14,541 2.76% 1.97% 177 +55,015 23.77% Q4 2025 Feb 05, 2026
IronBridge Private Wealth, LLC History No change 285,794 14,498 4.59% 4.57% 178 0 0.0% Q4 2025 Feb 23, 2026
Fluent Financial, LLC History Reduced 285,695 14,453 5.51% 7.89% 179 -111,921 -28.15% Q4 2025 Jan 14, 2026
Buck Wealth Strategies, LLC History Added to 283,986 14,366 1.82% 1.84% 180 +19,402 7.33% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Added to 283,853 14,360 0.25% 0.25% 181 +7,464 2.7% Q4 2025 Jan 22, 2026
SIMON QUICK ADVISORS, LLC History Added to 277,522 14,039 0.61% 0.64% 182 +750 0.27% Q4 2025 Jan 29, 2026
MONTAG A & ASSOCIATES INC History Reduced 276,303 14,025 0.64% 0.71% 183 -29,419 -9.62% Q4 2025 Feb 02, 2026
SOL Capital Management CO History Added to 275,791 13,952 1.25% 1.1% 184 +34,080 14.1% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Reduced 273,497 13,874 0.47% 0.53% 185 -4,073 -1.47% Q4 2025 Jan 27, 2026
RPg Family Wealth Advisory, LLC History Added to 272,403 13,829 3.04% 0.46% 186 +231,028 558.38% Q4 2025 Feb 13, 2026
Tradewinds, LLC. History Added to 272,740 13,797 3.29% 2.43% 187 +76,401 38.91% Q4 2025 Feb 13, 2026
Insight Wealth Partners, LLC History Added to 268,202 13,568 1.86% 4.03% 188 +7,220 2.77% Q4 2025 Feb 17, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 267,919 13,554 1.97% 1.67% 189 +56,115 26.49% Q4 2025 Feb 05, 2026
REDW Wealth LLC History Reduced 267,544 13,535 5.16% 5.3% 190 -8,875 -3.21% Q4 2025 Jan 28, 2026
TD Capital Management LLC History Added to 266,755 13,495 1.2% 1.21% 191 +2,742 1.04% Q4 2025 Feb 26, 2026
Taylor Securities Services, Inc. History New 264,319 13,371 6.1% — 192 +264,319 New Q4 2025 Mar 05, 2026
Parkside Investments, LLC History Reduced 260,426 13,174 1.66% 1.74% 193 -14,007 -5.1% Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 258,458 13,075 0.6% 0.62% 194 +100 0.04% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 255,934 12,947 0.28% 0.28% 195 +7,723 3.11% Q4 2025 Feb 02, 2026
Prosperity Consulting Group, LLC History Reduced 255,895 12,945 0.58% 0.68% 196 -15,981 -5.88% Q4 2025 Feb 17, 2026
Heritage Financial Services, LLC History Reduced 255,596 12,930 1.08% 1.18% 197 -3,511 -1.36% Q4 2025 Feb 02, 2026
NavPoint Financial, Inc. History Added to 253,969 12,848 5.49% 5.91% 198 +31,741 14.28% Q4 2025 Jan 20, 2026
SCOTIA CAPITAL INC. History Reduced 253,552 12,827 0.05% 0.06% 199 -32,538 -11.37% Q4 2025 Feb 12, 2026
Spectrum Planning & Advisory Services Inc. History Added to 252,878 12,793 6.58% 6.55% 200 +24,037 10.5% Q4 2025 Feb 10, 2026
Scott Capital Advisors, LLC History Reduced 248,450 12,569 2.78% 2.88% 201 -3,202 -1.27% Q4 2025 Jan 12, 2026
NewEdge Wealth, LLC History Added to 248,279 12,560 0.14% 0.18% 202 +1,012 0.41% Q4 2025 Feb 03, 2026
Prime Capital Investment Advisors, LLC History Added to 246,557 12,473 0.15% 0.14% 203 +20,736 9.18% Q4 2025 Jan 21, 2026
Paradigm Capital Management, LLC/NV History Added to 244,989 12,394 11.52% 11.98% 204 +6,799 2.85% Q4 2025 Feb 06, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 242,396 12,262 4.98% 4.74% 205 +17,776 7.91% Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 252,466 12,238 0.3% 0.23% 206 +12,600 5.25% Q4 2025 Feb 11, 2026
Hudock, Inc. History Added to 241,856 12,235 1.8% 1.8% 207 +8,195 3.51% Q4 2025 Feb 12, 2026
CEERA INVESTMENTS, LLC History Reduced 241,403 12,212 4.72% 4.17% 208 -22,122 -8.39% Q4 2025 Feb 09, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 240,792 12,181 2.54% 2.4% 209 +24,184 11.16% Q4 2025 Jan 22, 2026
Crestmont Private Wealth LLC History Added to 240,670 12,175 3.96% 3.94% 210 +5,705 2.43% Q4 2025 Feb 10, 2026
Matthew Goff Investment Advisor, LLC History Added to 238,607 12,071 2.14% 1.27% 211 +91,981 62.73% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 235,616 11,919 0.23% 0.53% 212 -282,872 -54.56% Q4 2025 Feb 12, 2026
Legacy Capital Group California, Inc. History Added to 235,521 11,915 2.89% 2.89% 213 +11,695 5.23% Q4 2025 Jan 28, 2026
BFSG, LLC History Added to 232,577 11,766 1.14% 1.11% 214 +5,743 2.53% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Reduced 229,885 11,670 0.05% 0.06% 215 -50,839 -18.11% Q4 2025 Feb 17, 2026
Choice Wealth Advisors, LLC History Added to 226,782 11,472 4.54% 4.85% 216 +3,588 1.61% Q4 2025 Jan 08, 2026
Financial Security Advisor, Inc. History Reduced 225,546 11,450 2.22% 2.55% 217 -10,776 -4.56% Q4 2025 Feb 05, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 225,073 11,386 3.87% 3.75% 218 +7,940 3.66% Q4 2025 Jan 22, 2026
Tower Research Capital LLC (TRC) History Reduced 224,965 11,380 0.28% 0.84% 219 -378,045 -62.69% Q4 2025 Feb 17, 2026
Kendall Capital Management History Added to 219,358 11,097 2.32% 2.23% 220 +24,284 12.45% Q4 2025 Jan 16, 2026
Goldstone Financial Group, LLC History Added to 218,918 11,075 1.23% 1.27% 221 +7,317 3.46% Q4 2025 Feb 13, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Reduced 218,060 11,031 7.79% 9.39% 222 -269 -0.12% Q4 2025 Feb 04, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 217,698 11,013 1.01% 0.94% 223 +14,901 7.35% Q4 2025 Feb 06, 2026
Aspen Wealth Management LLC History Added to 217,658 11,011 2.31% 2.31% 224 +12,744 6.22% Q4 2025 Jan 05, 2026
HBW ADVISORY SERVICES LLC History Added to 217,094 10,982 1.19% 1.14% 225 +17,663 8.86% Q4 2025 Jan 23, 2026
RAHLFS CAPITAL, LLC History Added to 217,005 10,978 8.53% 5.47% 226 +80,750 59.26% Q4 2025 Feb 05, 2026
Massachusetts Wealth Management History Added to 216,155 10,935 5.09% 1.77% 227 +145,855 207.48% Q4 2025 Jan 26, 2026
Houlihan Financial Resource Group, Ltd. History Added to 215,655 10,927 4.15% 3.75% 228 +131,391 155.93% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Reduced 213,085 10,779 0.09% 0.12% 229 -43,466 -16.94% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 204,903 10,366 0.13% 0.13% 230 +2,981 1.48% Q4 2025 Jan 29, 2026
Meridian Financial Advisors, LLC History Reduced 204,135 10,327 5.62% 5.9% 231 -2,449 -1.19% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 201,260 10,181 0.14% 0.17% 232 -21,152 -9.51% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Added to 200,875 10,162 1.7% 1.63% 233 +15,081 8.12% Q4 2025 Jan 12, 2026
Elevation Capital Advisory, LLC History Added to 199,830 10,109 4.13% 0.71% 234 +164,623 467.59% Q4 2025 Jan 26, 2026
Independent Wealth Network Inc. History Added to 198,406 10,037 3.07% 3.2% 235 +2,129 1.08% Q4 2025 Jan 26, 2026
Mach-1 Financial Group, LLC History New 197,688 10,001 2.05% — 236 +197,688 New Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 197,512 9,992 0.36% 0.29% 237 +75,128 61.39% Q4 2025 Feb 09, 2026
Wealth Advisors of Tampa Bay, LLC History Reduced 197,444 9,988 3.45% 3.36% 238 -1,385 -0.7% Q4 2025 Feb 09, 2026
Prospera Financial Services Inc History Added to 196,466 9,939 0.16% 0.12% 239 +60,548 44.55% Q4 2025 Feb 09, 2026
GAMCO INVESTORS, INC. ET AL History Added to 193,592 9,793 0.09% 0.05% 240 +92,687 91.86% Q4 2025 Feb 05, 2026
State of Tennessee, Department of Treasury History Reduced 192,700 9,785 0.03% 0.07% 241 -197,400 -50.6% Q4 2025 Feb 18, 2026
Tradition Wealth Management, LLC History Added to 192,874 9,757 0.7% 0.69% 242 +8,994 4.89% Q4 2025 Feb 11, 2026
Cornerstone Advisory, LLC History Reduced 192,720 9,749 0.93% 0.98% 243 -4,913 -2.49% Q4 2025 Jan 28, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 192,123 9,719 4.49% — 244 +192,123 New Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Added to 189,238 9,573 1.24% 1.11% 245 +19,000 11.16% Q4 2025 Feb 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 188,609 9,541 0.3% 0.26% 246 +35,842 23.46% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 188,512 9,536 0.44% 0.39% 247 +20,783 12.39% Q4 2025 Feb 17, 2026
Sandbox Financial Partners, LLC History Added to 187,532 9,487 2.63% 2.6% 248 +8,669 4.85% Q4 2025 Jan 07, 2026
VanWeelden Wealth Management, LLC History New 186,852 9,452 7.42% — 249 +186,852 New Q4 2025 Feb 02, 2026
Investment Advisory Services Group LLC History New 186,542 9,437 8.38% — 250 +186,542 New Q4 2025 Feb 04, 2026
Invst, LLC History Added to 186,085 9,414 1.02% 0.98% 251 +16,874 9.97% Q4 2025 Feb 11, 2026
Hardworking Capital Advisors, LLC History New 185,449 9,381 8.52% — 252 +185,449 New Q4 2025 Feb 12, 2026
Alexis Investment Partners, LLC History Added to 185,325 9,377 3.49% 0.76% 253 +10,236 5.85% Q4 2025 Jan 29, 2026
Enclave Advisors LLC History Reduced 185,146 9,366 1.33% 2.08% 254 -83,181 -31.0% Q4 2025 Jan 14, 2026
FSM Wealth Advisors, LLC History Added to 184,997 9,359 1.28% 1.19% 255 +19,116 11.52% Q4 2025 Jan 23, 2026
Daybright Advisory Services, Inc. History New 183,017 9,258 2.47% — 256 +183,017 New Q4 2025 Feb 12, 2026
Philip James Wealth Mangement, LLC History Reduced 182,687 9,242 1.07% 1.16% 257 -14,021 -7.13% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Added to 181,458 9,179 0.34% 0.01% 258 +177,883 4975.75% Q4 2025 Feb 04, 2026
CHOREO, LLC History Reduced 179,550 9,117 0.12% 0.13% 259 -13,129 -6.81% Q4 2025 Jan 23, 2026
J. Mark Nickell & Co. History New 179,683 9,090 8.39% — 260 +179,683 New Q4 2025 Feb 13, 2026
RETIREMENT GUYS FORMULA LLC History Added to 178,301 9,020 4.11% 2.91% 261 +15,462 9.5% Q4 2025 Jan 23, 2026
Flavin Financial Services, Inc. History Added to 178,128 9,011 6.18% 6.12% 262 +8,283 4.88% Q4 2025 Feb 05, 2026
Perigon Wealth Management, LLC History Added to 175,538 8,880 0.16% 0.15% 263 +31,000 21.45% Q4 2025 Jan 16, 2026
Syverson Strege & Co History Added to 175,407 8,873 2.1% 2.08% 264 +4,617 2.7% Q4 2025 Feb 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 174,653 8,835 1.03% 0.39% 265 +111,780 177.79% Q4 2025 Jan 12, 2026
Financial Enhancement Group LLC History Added to 173,424 8,794 1.14% 1.11% 266 +10,191 6.24% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History Added to 171,516 8,676 0.7% 0.68% 267 +8,521 5.23% Q4 2025 Feb 26, 2026
Ascension Capital Advisors, Inc. History Reduced 171,372 8,669 2.97% 4.15% 268 -38,936 -18.51% Q4 2025 Feb 10, 2026
Rockingstone Advisors LLC History Reduced 171,070 8,654 3.94% 4.58% 269 -11,725 -6.41% Q4 2025 Jan 28, 2026
Helium Advisors LLC History Reduced 170,319 8,616 8.73% 8.99% 270 -42,010 -19.79% Q4 2025 Feb 12, 2026
Wills Financial Group LLC History Added to 169,478 8,573 3.28% 3.19% 271 +16,137 10.52% Q4 2025 Feb 11, 2026
Stewardship Advisors, LLC History Added to 168,609 8,529 1.97% 1.79% 272 +19,356 12.97% Q4 2025 Jan 15, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 167,315 8,464 2.12% 2.03% 273 -6,354 -3.66% Q4 2025 Feb 06, 2026
WEST PACES ADVISORS INC. History Added to 166,871 8,441 1.63% 1.41% 274 +27,661 19.87% Q4 2025 Jan 21, 2026
Ashton Thomas Private Wealth, LLC History Added to 166,276 8,438 0.21% 0.21% 275 +4,605 2.85% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 166,407 8,418 0.41% 0.41% 276 -3,354 -1.98% Q4 2025 Jan 20, 2026
Interchange Capital Partners, LLC History Added to 164,580 8,325 1.54% 1.53% 277 +10,256 6.65% Q4 2025 Jan 30, 2026
Hilltop Holdings Inc. History Added to 164,196 8,306 0.49% 0.31% 278 +49,773 43.5% Q4 2025 Feb 17, 2026
Financial Connections Group, Inc. History Added to 164,091 8,301 2.85% 2.75% 279 +25,240 18.18% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 162,402 8,244 4.37% 3.72% 280 -6,374 -3.78% Q4 2025 Feb 12, 2026
Advisory Alpha, LLC History Reduced 160,989 8,144 0.22% 0.26% 281 -25,465 -13.66% Q4 2025 Feb 06, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 160,787 8,134 3.16% 3.12% 282 +224 0.14% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History Added to 160,553 8,122 2.7% 2.76% 283 +370 0.23% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 160,257 8,118 0.38% 0.44% 284 +7,886 5.18% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Added to 159,806 8,084 0.35% 0.36% 285 +3,957 2.54% Q4 2025 Feb 10, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 159,505 8,069 0.69% 0.52% 286 +89,573 128.09% Q4 2025 Feb 11, 2026
FRG Family Wealth Advisors LLC History Added to 158,818 8,034 1.25% 0.97% 287 +40,500 34.23% Q4 2025 Jan 21, 2026
Bank of New York Mellon Corp History Added to 158,724 8,029 0.0% 0.0% 288 +55,014 53.05% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Added to 158,598 8,023 0.04% 0.03% 289 +62,066 64.3% Q4 2025 Feb 03, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 156,733 7,929 0.51% 1.31% 290 -235,317 -60.02% Q4 2025 Feb 04, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 155,619 7,872 1.12% 1.2% 291 -8,275 -5.05% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Added to 154,830 7,832 0.01% 0.01% 292 +15,409 11.05% Q4 2025 Feb 13, 2026
Symphony Financial, Ltd. Co. History Added to 153,391 7,788 1.05% 0.94% 293 +1,656 1.09% Q4 2025 Feb 11, 2026
Johnson Financial Group, Inc. History Added to 152,552 7,744 0.29% 0.26% 294 +16,262 11.93% Q4 2025 Feb 12, 2026
Sovran Advisors, LLC History Reduced 152,279 7,714 0.66% 0.84% 295 -35,789 -19.03% Q4 2025 Jan 20, 2026
Winthrop Advisory Group LLC History Added to 151,545 7,693 0.65% 0.62% 296 +12,028 8.62% Q4 2025 Jan 21, 2026
Jaffetilchin Investment Partners, LLC History Added to 151,854 7,682 0.45% 0.39% 297 +23,962 18.74% Q4 2025 Jan 15, 2026
Tradewinds Capital Management, LLC History Added to 151,009 7,639 1.61% 1.31% 298 +36,477 31.85% Q4 2025 Jan 14, 2026
CITIGROUP INC History Added to 150,516 7,614 0.0% 0.0% 299 +16,294 12.14% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 148,222 7,498 0.18% 0.17% 300 +16,435 12.47% Q4 2025 Jan 28, 2026
5th Street Advisors, LLC History Added to 147,908 7,482 3.49% 2.82% 301 +35,722 31.84% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 147,565 7,465 0.08% 0.08% 302 +48,223 48.54% Q4 2025 Jan 23, 2026
Triumph Capital Management History Added to 147,364 7,455 1.61% 1.85% 303 +11,303 8.31% Q4 2025 Feb 12, 2026
Catalina Capital Group, LLC History Reduced 145,656 7,368 4.47% 5.03% 304 -16,799 -10.34% Q4 2025 Jan 16, 2026
Ackerman Asset Management, LLC History Added to 145,507 7,361 4.9% 4.68% 305 +16,620 12.9% Q4 2025 Feb 13, 2026
Intesa Sanpaolo Wealth Management History New 144,450 7,307 1.51% — 306 +144,450 New Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 143,812 7,275 0.08% 0.08% 308 +47,031 48.6% Q4 2025 Jan 29, 2026
Elmwood Wealth Management, Inc. History Added to 143,812 7,275 2.3% 2.54% 307 +2,569 1.82% Q4 2025 Jan 08, 2026
Forza Wealth Management, LLC History Added to 142,673 7,217 2.61% 2.46% 309 +16,185 12.8% Q4 2025 Feb 02, 2026
Avestar Capital, LLC History Reduced 142,252 7,212 0.47% 0.96% 310 -147,790 -50.95% Q4 2025 Feb 10, 2026
O'Connor Financial Group LLC History Added to 141,972 7,200 2.87% 2.87% 311 +6,809 5.04% Q4 2025 Jan 26, 2026
Blue Water Asset Management History New 141,986 7,183 2.58% — 312 +141,986 New Q4 2025 Feb 05, 2026
WT Wealth Management History Reduced 141,673 7,167 2.06% 2.13% 313 -4,321 -2.96% Q4 2025 Feb 02, 2026
Sanctuary Advisors, LLC History Reduced 140,623 7,114 0.04% 0.04% 314 -6,483 -4.41% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 140,246 7,095 0.45% 0.44% 315 +10,382 7.99% Q4 2025 Feb 06, 2026
Archford Capital Strategies, LLC History Added to 139,659 7,065 0.82% 0.81% 316 +5,042 3.75% Q4 2025 Jan 15, 2026
Aprio Wealth Management, LLC History Added to 137,783 6,970 0.4% 0.15% 317 +107,421 353.8% Q4 2025 Jan 29, 2026
Ironwood Investment Counsel, LLC History Reduced 137,600 6,961 0.97% 1.79% 318 -103,876 -43.02% Q4 2025 Feb 06, 2026
Cardinal Strategic Wealth Guidance History Added to 137,240 6,943 1.81% 1.75% 319 +9,033 7.05% Q4 2025 Jan 27, 2026
Lodestone Wealth Management LLC History Added to 137,199 6,940 2.83% 3.09% 320 +1,700 1.25% Q4 2025 Jan 15, 2026
Atria Investments, Inc History Added to 136,916 6,926 0.08% 0.06% 321 +31,124 29.42% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 134,588 6,808 0.05% 0.04% 322 +14,183 11.78% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Added to 134,055 6,781 0.1% 0.08% 323 +11,965 9.8% Q4 2025 Feb 02, 2026
OARSMAN CAPITAL, INC. History Reduced 133,569 6,757 0.88% 1.64% 324 -96,718 -42.0% Q4 2025 Feb 13, 2026
Guardian Wealth Advisors, LLC History Added to 132,105 6,683 3.77% 2.77% 325 +35,786 37.15% Q4 2025 Feb 02, 2026
Scarborough Advisors, LLC History Added to 132,035 6,679 1.13% 1.15% 326 +3,091 2.4% Q4 2025 Feb 17, 2026
Financially Speaking Inc History Reduced 131,890 6,672 4.32% 4.51% 327 -3,564 -2.63% Q4 2025 Feb 10, 2026
Clark Capital Management Group, Inc. History Added to 131,671 6,661 0.04% 0.04% 328 +2,971 2.31% Q4 2025 Feb 17, 2026
Cottage Street Advisors LLC History Added to 129,882 6,570 2.78% 1.53% 329 +58,881 82.93% Q4 2025 Jan 26, 2026
Plotkin Financial Advisors, LLC History Added to 129,543 6,553 3.2% 2.91% 330 +13,575 11.71% Q4 2025 Feb 19, 2026
Cynosure Group, LLC History Reduced 128,929 6,522 0.66% 2.0% 331 -233,406 -64.42% Q4 2025 Feb 17, 2026
Eagle Strategies LLC History Added to 128,264 6,488 0.83% 0.87% 332 +16 0.01% Q4 2025 Jan 23, 2026
CRA Financial Services, LLC History Added to 127,955 6,473 0.85% 0.82% 333 +9,735 8.23% Q4 2025 Jan 16, 2026
Sharper & Granite LLC History Added to 127,742 6,462 2.28% 2.22% 334 +5,349 4.37% Q4 2025 Jan 27, 2026
Main Street Financial Solutions, LLC History Added to 124,662 6,306 0.47% 0.26% 335 +44,706 55.91% Q4 2025 Feb 17, 2026
Beacon Financial Advisory LLC History Added to 124,203 6,283 1.46% 1.32% 336 +11,954 10.65% Q4 2025 Feb 17, 2026
One Capital Management, LLC History Added to 124,162 6,281 0.19% 0.19% 337 +9,338 8.13% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 121,457 6,144 1.08% 1.14% 338 +5,310 4.57% Q4 2025 Jan 29, 2026
Aspire Capital Advisors LLC History Reduced 121,050 6,123 1.44% 1.57% 339 -4,575 -3.64% Q4 2025 Jan 16, 2026
Founders Financial Alliance, LLC History Added to 120,852 6,113 1.15% 1.05% 340 +11,364 10.38% Q4 2025 Feb 12, 2026
5T Wealth, LLC History Added to 120,673 6,104 2.44% 1.37% 341 +58,771 94.94% Q4 2025 Jan 27, 2026
Bank of New Hampshire History New 120,094 6,075 1.37% — 342 +120,094 New Q4 2025 Mar 16, 2026
Meridian Financial Partners LLC History Reduced 119,027 6,035 2.39% 2.8% 343 -14,301 -10.73% Q4 2025 Feb 05, 2026
TD Waterhouse Canada Inc. History Reduced 119,160 6,028 0.04% 0.04% 344 -12,120 -9.23% Q4 2025 Jan 27, 2026
Formidable Asset Management, LLC History Added to 118,533 6,013 0.87% 0.91% 345 +4,215 3.69% Q4 2025 Jan 16, 2026
Security National Bank History Added to 118,610 6,000 0.86% 0.89% 346 +4,608 4.04% Q4 2025 Feb 05, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 117,893 5,964 4.14% 4.53% 347 -523 -0.44% Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Reduced 114,132 5,788 0.14% 0.16% 348 -7,932 -6.5% Q4 2025 Jan 28, 2026
BOS Asset Management, LLC History Added to 114,145 5,774 1.55% 1.61% 349 +1,793 1.6% Q4 2025 Jan 09, 2026
Worth Asset Management, LLC History New 113,124 5,722 2.43% — 351 +113,124 New Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 113,113 5,722 0.03% 0.04% 350 -10,456 -8.46% Q4 2025 Feb 10, 2026
Paladin Advisory Group, LLC History Reduced 112,603 5,696 4.16% 4.62% 352 -4,097 -3.51% Q4 2025 Jan 21, 2026
ORG Wealth Partners, LLC History Added to 111,551 5,645 1.33% 0.91% 353 +27,488 32.7% Q4 2025 Jan 14, 2026
Gradient Capital Advisors, LLC History Reduced 111,329 5,632 1.45% 1.72% 354 -14,952 -11.84% Q4 2025 Feb 06, 2026
Skyline Advisors, Inc. History Added to 110,790 5,604 1.87% 1.83% 355 +6,024 5.75% Q4 2025 Jan 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 110,109 5,570 1.24% 1.13% 356 +18,652 20.39% Q4 2025 Jan 09, 2026
OakTrust Wealth Advisors, LLC History New 108,702 5,499 5.07% — 357 +108,702 New Q4 2025 Feb 27, 2026
Cauble & Harre Wealth Management, Inc. History New 107,324 5,448 4.57% — 358 +107,324 New Q4 2025 Feb 05, 2026
WEBSTER BANK, N. A. History Added to 107,339 5,430 0.51% 0.41% 359 +22,815 26.99% Q4 2025 Jan 23, 2026
Southeast Asset Advisors, LLC History Added to 107,188 5,422 0.51% 0.43% 360 +29,245 37.52% Q4 2025 Feb 13, 2026
Cravens & Co Advisors, LLC History New 104,395 5,288 3.46% — 361 +104,395 New Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 102,855 5,203 0.09% 0.14% 362 -16,934 -14.14% Q4 2025 Feb 06, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 102,501 5,185 1.29% 1.36% 363 +3,318 3.35% Q4 2025 Feb 06, 2026
Paragon Private Wealth Management, LLC History Added to 102,264 5,173 1.59% 1.27% 364 +25,791 33.73% Q4 2025 Feb 11, 2026
Entelevest, LLC History New 101,902 5,155 5.17% — 365 +101,902 New Q4 2025 Feb 11, 2026
Advocacy Wealth Management, LLC History Reduced 101,754 5,147 0.22% 0.23% 366 -3,972 -3.76% Q4 2025 Feb 11, 2026
WMS Group LLC History New 101,231 5,121 6.51% — 367 +101,231 New Q4 2025 Mar 03, 2026
Wealth Enhancement Trust Services, Inc. History New 101,206 5,120 0.65% — 368 +101,206 New Q4 2025 Jan 27, 2026
Perissos Private Wealth Management, LLC History Added to 100,847 5,101 4.4% 3.7% 369 +720 0.72% Q4 2025 Feb 09, 2026
Sherman Wealth Management LLC History New 100,431 5,080 4.41% — 370 +100,431 New Q4 2025 Jan 15, 2026
North Forty Two & Co. History Reduced 100,374 5,077 4.79% 5.14% 371 -3,295 -3.18% Q4 2025 Feb 09, 2026
GK Wealth Management LLC History Added to 100,209 5,069 3.36% 3.56% 372 +4,173 4.35% Q4 2025 Jan 05, 2026
Colonial Trust Advisors History Reduced 100,180 5,068 0.38% 0.45% 373 -14,813 -12.88% Q4 2025 Feb 12, 2026
Wealth Advisors of Iowa, LLC History Reduced 99,858 5,051 1.66% 2.29% 374 -32,697 -24.67% Q4 2025 Feb 05, 2026
Newport Capital Group, LLC History Added to 99,200 5,018 3.07% 2.2% 376 +30,295 43.97% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Added to 99,192 5,018 0.14% 0.13% 375 +13,592 15.88% Q4 2025 Feb 13, 2026
CVS HEALTH Corp History New 98,500 4,983 3.68% — 377 +98,500 New Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 98,457 4,980 0.53% 0.55% 378 -1,556 -1.56% Q4 2025 Feb 05, 2026
Saxony Capital Management, LLC History Added to 98,384 4,977 3.05% 1.61% 379 +50,326 104.72% Q4 2025 Jan 15, 2026
Invariant Investment Management History New 98,294 4,976 3.18% — 380 +98,294 New Q4 2025 Jan 26, 2026
Martin Investment Management, LLC History New 98,190 4,967 1.39% — 381 +98,190 New Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History Reduced 97,822 4,948 0.13% 0.17% 382 -914 -0.93% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History Reduced 97,432 4,929 0.29% 1.05% 383 -248,892 -71.87% Q4 2025 Jan 08, 2026
Steward Partners Investment Advisory, LLC History Added to 97,254 4,920 0.03% 0.02% 384 +15,572 19.06% Q4 2025 Feb 12, 2026
Galvin, Gaustad & Stein, LLC History Added to 97,195 4,917 0.38% 0.28% 385 +28,377 41.23% Q4 2025 Jan 23, 2026
United Advisor Group, LLC History Reduced 96,603 4,887 0.61% 0.8% 386 -20,277 -17.35% Q4 2025 Jan 26, 2026
CENTRAL TRUST Co History Reduced 96,076 4,860 0.1% 0.1% 387 -1,899 -1.94% Q4 2025 Feb 02, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 97,161 4,830 4.05% 4.3% 388 -6,555 -6.32% Q4 2025 Jan 20, 2026
Ellsworth Advisors, LLC History Added to 94,558 4,790 0.95% 1.02% 389 +222 0.24% Q4 2025 Jan 16, 2026
MIDLAND WEALTH ADVISORS, LLC History Added to 93,965 4,753 0.25% 0.23% 390 +10,692 12.84% Q4 2025 Jan 26, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 93,523 4,731 0.35% 0.31% 391 +13,705 17.17% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 92,965 4,703 0.07% 0.07% 392 +2,744 3.04% Q4 2025 Feb 09, 2026
Greenbush Financial Group, LLC History Added to 92,517 4,680 1.59% 1.4% 394 +20,623 28.69% Q4 2025 Jan 20, 2026
Trademark Financial Management, LLC History Added to 92,518 4,680 2.58% 2.7% 393 +1,180 1.29% Q4 2025 Jan 28, 2026
Arrowroot Family Office, LLC History Added to 91,420 4,624 1.68% 1.64% 395 +10,288 12.68% Q4 2025 Feb 11, 2026
SlateStone Wealth, LLC History No change 91,320 4,620 0.39% 0.4% 396 0 0.0% Q4 2025 Feb 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 91,219 4,618 0.29% 0.31% 397 -2,273 -2.43% Q4 2025 Feb 17, 2026
Vienna Asset Management LLC History Added to 90,760 4,591 2.6% 1.09% 398 +54,616 151.11% Q4 2025 Feb 13, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 90,589 4,582 3.42% 3.97% 399 -5,605 -5.83% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 90,299 4,568 0.31% 0.24% 400 +31,544 53.69% Q4 2025 Feb 03, 2026
Bauman Advisory Group, LLC History New 89,932 4,549 3.67% — 401 +89,932 New Q4 2025 Feb 20, 2026
Strategic Wealth Advisors LLC History New 89,892 4,547 3.89% — 402 +89,892 New Q4 2025 Feb 03, 2026
Insight Advisors, LLC/ PA History Reduced 89,473 4,526 0.68% 0.73% 403 -4,105 -4.39% Q4 2025 Feb 11, 2026
Mountain Capital Investment Advisors Inc. History Added to 88,934 4,511 0.73% 0.73% 404 +7,373 9.04% Q4 2025 Jan 28, 2026
Windsor Capital Management, LLC History Reduced 89,136 4,509 1.24% 1.43% 405 -12,759 -12.52% Q4 2025 Jan 15, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 89,114 4,508 1.97% 2.29% 406 -9,027 -9.2% Q4 2025 Jan 29, 2026
BayBridge Capital Group, LLC History Added to 89,045 4,504 2.79% 2.39% 407 +15,124 20.46% Q4 2025 Jan 16, 2026
JGP Wealth Management, LLC History Added to 88,979 4,501 0.47% 0.49% 408 +713 0.81% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 88,948 4,499 0.0% 0.0% 409 +23,814 36.56% Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Reduced 88,098 4,456 0.44% 0.51% 410 -9,913 -10.11% Q4 2025 Jan 13, 2026
Illumine Investment Management, LLC History Added to 86,743 4,388 3.2% 3.06% 411 +1,986 2.34% Q4 2025 Feb 09, 2026
Woodside Wealth Management LLC History Added to 86,085 4,355 3.25% 3.03% 412 +10,215 13.46% Q4 2025 Jan 30, 2026
Apeiron RIA LLC History Reduced 85,714 4,337 0.88% 0.98% 413 -236 -0.27% Q4 2025 Feb 03, 2026
DAVENPORT & Co LLC History Added to 85,630 4,332 0.02% 0.02% 414 +7,920 10.19% Q4 2025 Jan 12, 2026
Gallacher Capital Management LLC History Added to 84,863 4,293 1.66% 1.63% 416 +3,422 4.2% Q4 2025 Feb 03, 2026
FIRST NATIONAL TRUST CO History Reduced 84,867 4,293 0.14% 0.15% 415 -481 -0.56% Q4 2025 Feb 09, 2026
Sun Financial Inc History New 84,122 4,255 2.37% — 417 +84,122 New Q4 2025 Feb 02, 2026
Gateway Wealth Partners, LLC History New 83,656 4,232 0.47% — 418 +83,656 New Q4 2025 Feb 11, 2026
Chesley Taft & Associates LLC History Added to 83,175 4,207 0.17% 0.18% 419 +1,439 1.76% Q4 2025 Jan 14, 2026
Herold Advisors, Inc. History Reduced 83,095 4,203 0.94% 1.05% 420 -6,490 -7.24% Q4 2025 Feb 17, 2026
Brooklyn FI, LLC History Reduced 83,002 4,199 0.9% 1.21% 421 -27,650 -24.99% Q4 2025 Jan 21, 2026
Walkner Condon Financial Advisors LLC History Added to 82,764 4,185 0.58% 0.58% 422 +10,799 15.01% Q4 2025 Jan 21, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 82,466 4,179 0.94% 1.11% 423 -2,555 -3.01% Q4 2025 Feb 04, 2026
MBA Advisors LLC History Added to 82,421 4,169 1.68% 1.52% 424 +12,182 17.34% Q4 2025 Jan 21, 2026
Castleview Partners, LLC History Added to 82,285 4,162 2.06% 1.91% 425 +12,764 18.36% Q4 2025 Jan 12, 2026
FLOW TRADERS U.S. LLC History Reduced 82,206 4,159 0.14% 1.17% 426 -488,663 -85.6% Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 82,202 4,158 0.77% 0.84% 427 -3,121 -3.66% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 82,147 4,155 0.06% 0.06% 428 +8,050 10.86% Q4 2025 Feb 12, 2026
Midwestern Financial, LLC /IA History Added to 82,095 4,153 3.44% 3.19% 429 +8,737 11.91% Q4 2025 Feb 06, 2026
Vawter Financial, Ltd. History Reduced 81,853 4,140 1.75% 2.04% 430 -6,658 -7.52% Q4 2025 Feb 02, 2026
PROMETHIUM ADVISORS,LLC History Added to 81,024 4,113 2.22% 2.02% 431 +11,573 16.66% Q4 2025 Feb 12, 2026
McCarthy Asset Management, Inc. History Reduced 80,989 4,097 2.14% 2.97% 432 -10,321 -11.3% Q4 2025 Feb 03, 2026
Mezzasalma Advisors, LLC History Added to 80,646 4,082 0.98% 0.61% 433 +33,446 70.86% Q4 2025 Jan 21, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 79,461 4,019 1.1% 3.63% 434 -168,530 -67.96% Q4 2025 Jan 14, 2026
Newbridge Financial Services Group, Inc. History Added to 79,415 4,017 0.62% 0.49% 435 +14,468 22.28% Q4 2025 Jan 21, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 79,255 4,009 2.1% — 436 +79,255 New Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Reduced 79,071 4,000 0.01% 0.01% 437 -16,044 -16.87% Q4 2025 Feb 12, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 78,652 3,979 1.96% 1.93% 438 +3,570 4.75% Q4 2025 Feb 17, 2026
Endowment Wealth Management, Inc. History Added to 78,383 3,965 1.82% 1.8% 439 +84 0.11% Q4 2025 Feb 09, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 78,065 3,949 0.24% 0.24% 440 -1,000 -1.26% Q4 2025 Feb 06, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 77,719 3,945 0.11% 0.09% 441 +13,055 20.19% Q4 2025 Jan 12, 2026
NOVEM GROUP History Added to 77,753 3,933 0.45% 0.43% 442 +5,581 7.73% Q4 2025 Jan 27, 2026
Hixon Zuercher, LLC History Reduced 77,072 3,899 1.18% 1.19% 443 -322 -0.42% Q4 2025 Jan 26, 2026
Oxbow Advisors, LLC History Added to 77,063 3,898 0.34% 0.28% 444 +18,078 30.65% Q4 2025 Feb 04, 2026
Barnes Wealth Management Group, Inc History Added to 76,691 3,879 2.08% 1.44% 445 +25,158 48.82% Q4 2025 Feb 24, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 75,612 3,825 0.63% 0.57% 446 +4,055 5.67% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 75,558 3,822 0.2% 0.21% 447 +2,063 2.81% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Reduced 74,551 3,771 0.07% 0.08% 448 -2,500 -3.24% Q4 2025 Jan 14, 2026
Keystone Financial Services, LLC History Added to 74,482 3,768 2.57% 2.58% 449 +1,700 2.34% Q4 2025 Jan 27, 2026
Modern Wealth Management, LLC History Reduced 74,079 3,747 0.07% 0.43% 450 -350,884 -82.57% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 74,054 3,746 0.03% 0.03% 451 +1,916 2.66% Q4 2025 Feb 18, 2026
Legacy Financial Advisors, Inc. History Added to 74,026 3,744 0.52% 0.52% 452 +1 0.0% Q4 2025 Feb 04, 2026
MidFirst Bank History New 73,801 3,733 0.3% — 453 +73,801 New Q4 2025 Feb 25, 2026
Certified Advisory Corp History Added to 73,658 3,726 0.34% 0.32% 454 +7,034 10.56% Q4 2025 Jan 12, 2026
Directional Asset Management History New 72,750 3,680 3.23% — 455 +72,750 New Q4 2025 Jan 29, 2026
Brookstone Capital Management History Added to 72,334 3,659 0.04% 0.02% 456 +43,350 149.57% Q4 2025 Jan 15, 2026
Westside Investment Management, Inc. History Reduced 72,169 3,651 0.58% 0.6% 457 -1,886 -2.55% Q4 2025 Jan 23, 2026
Lee-Kelleher Wealth Management History Reduced 72,029 3,643 2.17% 2.26% 458 -229 -0.32% Q4 2025 Jan 14, 2026
Independent Solutions Wealth Management, LLC History Added to 71,834 3,634 0.67% 0.54% 459 +11,621 19.3% Q4 2025 Feb 05, 2026
INTEGRITY WEALTH ADVISORS, INC. History Added to 71,425 3,627 2.47% 0.19% 460 +61,079 590.36% Q4 2025 Feb 17, 2026
John W. Brooker & Co., CPAs History Reduced 70,717 3,577 6.4% 7.96% 461 -6,505 -8.42% Q4 2025 Jan 13, 2026
Focus Financial Network, Inc. History Reduced 69,586 3,532 0.12% 0.17% 462 -23,336 -25.11% Q4 2025 Jan 12, 2026
Crumly & Associates Inc. History Reduced 69,533 3,517 0.74% 1.83% 463 -95,519 -57.87% Q4 2025 Jan 14, 2026
OPTIMA CAPITAL LLC History New 68,644 3,484 1.51% — 464 +68,644 New Q4 2025 Jan 23, 2026
Clear Creek Financial Management, LLC History Reduced 68,512 3,466 0.28% 0.42% 465 -28,119 -29.1% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History Added to 68,482 3,464 0.16% 0.17% 466 +6,345 10.21% Q4 2025 Feb 05, 2026
Crewe Advisors LLC History Reduced 68,160 3,448 0.31% 0.44% 467 -22,938 -25.18% Q4 2025 Jan 16, 2026
GatePass Capital, LLC History Added to 67,816 3,430 1.77% 1.78% 468 +7,161 11.81% Q4 2025 Feb 09, 2026
Madrid Wealth Management, LLC History New 66,831 3,380 2.74% — 469 +66,831 New Q4 2025 Feb 02, 2026
Compass Financial Group, Inc. History Reduced 66,760 3,377 1.49% 1.53% 471 -642 -0.95% Q4 2025 Feb 05, 2026
Greenwich Wealth Management LLC History Reduced 66,743 3,377 0.15% 0.17% 470 -383 -0.57% Q4 2025 Feb 10, 2026
REDMONT WEALTH ADVISORS LLC History Added to 65,762 3,326 5.04% 2.58% 472 +29,273 80.22% Q4 2025 Feb 06, 2026
Canvas Wealth Advisors, LLC History Added to 65,155 3,307 0.56% 0.51% 473 +9,982 18.09% Q4 2025 Jan 12, 2026
FAS Wealth Partners, Inc. History Added to 65,296 3,303 0.21% 0.22% 474 +2,026 3.2% Q4 2025 Feb 18, 2026
FLOYD FINANCIAL GROUP LLC History Reduced 64,931 3,293 2.23% 3.48% 475 -27,784 -29.97% Q4 2025 Feb 24, 2026
Mayfair Advisory Group, LLC History Reduced 64,884 3,284 1.28% 1.51% 476 -4,563 -6.57% Q4 2025 Jan 21, 2026
Mills Wealth Advisors LLC History Reduced 64,873 3,281 1.29% 1.43% 477 -4,237 -6.13% Q4 2025 Jan 27, 2026
Sigma Planning Corp History Reduced 64,629 3,270 0.09% 0.11% 478 -10,883 -14.41% Q4 2025 Jan 30, 2026
WEDBUSH SECURITIES INC History Added to 64,540 3,265 0.1% 0.07% 479 +20,211 45.59% Q4 2025 Feb 12, 2026
Sargent Investment Group, LLC History Reduced 64,438 3,259 0.41% 0.47% 480 -1,180 -1.8% Q4 2025 Feb 13, 2026
NWAM LLC History Reduced 63,677 3,230 0.18% 0.33% 481 -56,458 -47.0% Q4 2025 Feb 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 63,428 3,220 0.04% 0.04% 482 -1,662 -2.55% Q4 2025 Jan 22, 2026
Grey Ledge Advisors, LLC History Reduced 63,494 3,212 0.73% 1.41% 483 -58,845 -48.1% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Reduced 61,818 3,127 0.02% 0.03% 484 -2,398 -3.73% Q4 2025 Feb 12, 2026
Rise Advisors, LLC History Added to 61,546 3,113 1.11% 0.53% 485 +32,526 112.08% Q4 2025 Feb 11, 2026
Dean, Jacobson Financial Services, LLC History Reduced 61,102 3,091 1.96% 2.47% 486 -5,911 -8.82% Q4 2025 Feb 03, 2026
Flagship Capital Management Inc. History New 61,031 3,087 2.18% — 487 +61,031 New Q4 2025 Jan 22, 2026
OBSIDIAN CIO, LLC History Reduced 60,728 3,072 4.55% 9.75% 488 -1,403,981 -95.85% Q4 2025 Feb 18, 2026
SP Asset Management LLC History Reduced 60,574 3,064 0.24% 0.25% 489 -2,577 -4.08% Q4 2025 Jan 28, 2026
USAdvisors Wealth Management, LLC History Added to 60,364 3,053 1.01% 0.92% 490 +7,647 14.51% Q4 2025 Feb 05, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 60,051 3,037 0.46% 0.51% 491 -3,309 -5.22% Q4 2025 Jan 13, 2026
Nolet Wealth Management, LLC History New 59,598 3,015 1.68% — 492 +59,598 New Q4 2025 Feb 27, 2026
Procyon Advisors, LLC History Added to 59,590 3,014 0.15% 0.17% 493 +2,107 3.67% Q4 2025 Jan 07, 2026
Integrated Advisors Network LLC History Reduced 59,214 2,995 0.13% 0.13% 494 -3,279 -5.25% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 59,181 2,993 0.02% 0.01% 495 +13,650 29.98% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 58,362 2,952 0.07% 0.03% 496 +38,015 186.83% Q4 2025 Feb 13, 2026
Nikulski Financial, Inc. History Added to 58,199 2,944 0.7% 0.64% 497 +7,749 15.36% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Added to 58,033 2,935 0.23% 0.15% 498 +22,995 65.63% Q4 2025 Feb 04, 2026
Ballentine Capital Advisors, Inc History Added to 57,527 2,910 1.23% 1.25% 499 +1,951 3.51% Q4 2025 Feb 02, 2026
Old Port Advisors History Added to 57,432 2,905 0.71% 0.68% 500 +3,786 7.06% Q4 2025 Jan 08, 2026
Eagle Bluffs Wealth Management LLC History Reduced 56,455 2,866 1.16% 1.26% 501 -1,295 -2.24% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 56,253 2,845 0.06% 0.05% 502 +29,171 107.71% Q4 2025 Feb 11, 2026
Bolthouse Investments, LLC History No change 56,198 2,843 2.53% 2.58% 503 0 0.0% Q4 2025 Jan 27, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 55,817 2,833 0.65% 0.7% 504 -1,345 -2.35% Q4 2025 Jan 28, 2026
WEALTHGARDEN F.S. LLC History Added to 55,702 2,825 1.86% 1.91% 505 +2,756 5.21% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Reduced 55,224 2,793 0.1% 0.11% 506 -2,657 -4.59% Q4 2025 Jan 27, 2026
Blueprint Investment Partners LLC History Added to 55,044 2,784 0.3% 0.39% 507 +9 0.02% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Added to 55,044 2,784 0.42% 0.6% 508 +9 0.02% Q4 2025 Feb 13, 2026
SAGE RHINO CAPITAL LLC History Reduced 54,815 2,773 0.52% 0.55% 509 -856 -1.54% Q4 2025 Jan 30, 2026
Golden State Wealth Management, LLC History Added to 54,537 2,759 0.29% 0.25% 510 +9,327 20.63% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Reduced 54,544 2,759 0.05% 0.07% 511 -3,765 -6.46% Q4 2025 Jan 21, 2026
BancFirst Trust & Investment Management History Added to 54,203 2,752 1.13% 1.04% 512 +337 0.63% Q4 2025 Jan 05, 2026
Essex LLC History Reduced 53,799 2,721 0.48% 0.51% 513 -1,260 -2.29% Q4 2025 Jan 20, 2026
Firestone Capital Management History Added to 53,751 2,719 0.58% 0.19% 514 +36,629 213.93% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Reduced 53,721 2,717 0.0% 0.0% 515 -15,136 -21.98% Q4 2025 Feb 12, 2026
Cambridge Advisors Inc. History Added to 53,494 2,706 0.52% 0.49% 516 +4,024 8.13% Q4 2025 Jan 21, 2026
Transcendent Capital Group LLC History Added to 53,446 2,703 1.22% 1.18% 517 +1,320 2.53% Q4 2025 Jan 26, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 53,312 2,697 0.3% 0.28% 518 +4,056 8.23% Q4 2025 Jan 20, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 53,016 2,682 0.55% 0.59% 519 -2,047 -3.72% Q4 2025 Feb 09, 2026
Richard P Slaughter Associates Inc History Added to 52,525 2,657 0.56% 0.54% 520 +2,913 5.87% Q4 2025 Jan 12, 2026
TFO Wealth Partners, LLC History Added to 52,512 2,656 0.4% 0.39% 521 +4,803 10.07% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 52,490 2,655 0.01% — 522 +52,490 New Q4 2025 Feb 18, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 52,417 2,651 0.37% 0.45% 523 -4,318 -7.61% Q4 2025 Jan 23, 2026
HOLDERNESS INVESTMENTS CO History Reduced 52,116 2,636 0.54% 0.54% 524 -150 -0.29% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Reduced 51,904 2,626 0.17% 0.19% 525 -5,735 -9.95% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 51,898 2,625 0.01% 0.01% 526 +1,967 3.94% Q4 2025 Jan 30, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 51,725 2,616 0.73% 0.96% 527 -17,084 -24.83% Q4 2025 Jan 13, 2026
Trek Financial, LLC History Reduced 51,398 2,600 0.15% 0.2% 528 -15,402 -23.06% Q4 2025 Feb 04, 2026
Sage Advisory Services, Ltd.Co. History Reduced 50,940 2,577 1.4% 1.46% 529 -3,755 -6.87% Q4 2025 Jan 28, 2026
Garden State Investment Advisory Services LLC History Added to 50,230 2,549 0.56% 0.51% 530 +5,026 11.12% Q4 2025 Feb 17, 2026
Running Point Capital Advisors, LLC History Reduced 49,938 2,526 0.69% 0.77% 531 -6,987 -12.27% Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History Reduced 49,751 2,516 0.34% 0.37% 532 -4,553 -8.38% Q4 2025 Feb 12, 2026
ProVise Management Group, LLC History Reduced 49,289 2,493 0.18% 0.25% 533 -18,222 -26.99% Q4 2025 Jan 29, 2026
Evergreen Wealth Partners LLC History New 48,923 2,475 2.09% — 535 +48,923 New Q4 2025 Feb 05, 2026
Leo Wealth, LLC History Added to 48,939 2,475 0.18% 0.31% 534 +1,750 3.71% Q4 2025 Jan 21, 2026
NVWM, LLC History Added to 48,617 2,459 0.54% 0.54% 536 +1,206 2.54% Q4 2025 Jan 20, 2026
PATTEN & PATTEN INC/TN History No change 48,576 2,457 0.14% 0.14% 537 0 0.0% Q4 2025 Feb 03, 2026
Acorn Wealth Advisors, LLC History Reduced 48,512 2,454 0.73% 0.84% 538 -4,037 -7.68% Q4 2025 Feb 10, 2026
TPG Financial Advisors, LLC History Added to 48,492 2,453 0.82% 0.57% 539 +18,183 59.99% Q4 2025 Feb 06, 2026
Klingman & Associates, LLC History No change 47,808 2,418 0.12% 0.12% 540 0 0.0% Q4 2025 Jan 29, 2026
Financial Perspectives, Inc History Reduced 47,458 2,400 0.65% 0.67% 541 -525 -1.09% Q4 2025 Jan 28, 2026
Sunburst Financial Group, LLC History Reduced 47,435 2,399 0.49% 0.51% 542 -215 -0.45% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Added to 47,274 2,391 0.05% 0.04% 543 +11,210 31.08% Q4 2025 Feb 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 47,229 2,389 0.88% 0.91% 544 -121 -0.26% Q4 2025 Feb 17, 2026
Delos Wealth Advisors, LLC History Added to 47,154 2,385 1.57% 1.61% 545 +125 0.27% Q4 2025 Feb 17, 2026
Prentice Wealth Management LLC History Added to 47,007 2,378 0.54% 0.12% 546 +37,769 408.84% Q4 2025 Jan 30, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 46,694 2,362 0.15% 0.05% 547 +32,826 236.7% Q4 2025 Feb 11, 2026
Freedom Financial Partners LLC History Added to 46,456 2,350 0.85% 0.66% 548 +12,321 36.09% Q4 2025 Jan 06, 2026
Hartford Financial Management Inc. History Added to 46,186 2,336 0.61% 0.6% 549 +1,700 3.82% Q4 2025 Jan 21, 2026
StoneCrest Wealth Management, Inc. History Added to 46,110 2,332 0.94% 1.0% 550 +932 2.06% Q4 2025 Jan 16, 2026
Summit Financial, LLC History Added to 45,871 2,328 0.03% 0.03% 551 +1,340 3.01% Q4 2025 Feb 13, 2026
Mosley Wealth Management History New 45,884 2,323 1.06% — 552 +45,884 New Q4 2025 Feb 12, 2026
First Citizens Financial Corp History Added to 45,702 2,312 1.14% 1.09% 553 +2,028 4.64% Q4 2025 Jan 06, 2026
Creative Planning History Added to 45,191 2,286 0.0% 0.0% 554 +4,597 11.32% Q4 2025 Feb 17, 2026
FIRST FOUNDATION ADVISORS History Reduced 44,653 2,258 0.09% 0.08% 555 -611 -1.35% Q4 2025 Feb 04, 2026
Everstar Asset Management, LLC History Added to 44,377 2,245 1.2% 0.52% 557 +26,291 145.37% Q4 2025 Feb 05, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 44,386 2,245 1.41% 1.58% 556 -436 -0.97% Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 44,342 2,243 0.18% 0.19% 558 -1,186 -2.6% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 44,201 2,236 0.07% 0.07% 559 +1,385 3.23% Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Added to 44,170 2,234 0.55% 0.45% 560 +10,002 29.27% Q4 2025 Jan 29, 2026
Ergawealth Advisors, Inc. History Reduced 44,087 2,230 1.03% 1.09% 561 -2,221 -4.8% Q4 2025 Jan 21, 2026
INSIGHT 2811, INC. History Reduced 44,027 2,227 0.98% 1.17% 562 -7,545 -14.63% Q4 2025 Feb 03, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 43,987 2,225 0.4% 0.31% 563 +12,005 37.54% Q4 2025 Feb 06, 2026
Kovack Advisors, Inc. History Added to 43,333 2,192 0.1% 0.09% 564 +23,468 118.14% Q4 2025 Feb 17, 2026
THOMPSON DAVIS & CO., INC. History Reduced 42,992 2,174 1.3% 1.39% 565 -1,533 -3.44% Q4 2025 Jan 12, 2026
Revisor Wealth Management LLC History Added to 42,235 2,138 0.57% 0.51% 566 +13,008 44.51% Q4 2025 Jan 27, 2026
FIRST HAWAIIAN BANK History No change 41,911 2,120 0.28% 0.27% 567 0 0.0% Q4 2025 Jan 05, 2026
9823 Capital, L.P. History New 41,675 2,108 1.45% — 568 +41,675 New Q4 2025 Feb 17, 2026
SAGE FINANCIAL GROUP INC History Reduced 41,330 2,090 0.14% 0.17% 569 -6,902 -14.31% Q4 2025 Jan 27, 2026
Authentikos Wealth Advisory, LLC History Reduced 41,206 2,084 1.38% 1.51% 570 -3,892 -8.63% Q4 2025 Feb 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 40,858 2,067 1.64% — 571 +40,858 New Q4 2025 Feb 11, 2026
SouthState Bank Corp History Added to 40,828 2,065 0.09% 0.09% 572 +828 2.07% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 40,713 2,059 0.03% 0.03% 573 +16,551 68.5% Q4 2025 Mar 12, 2026
Schwallier Wealth Management LLC History Reduced 40,527 2,057 1.31% 3.24% 574 -61,783 -60.39% Q4 2025 Feb 11, 2026
OneAscent Wealth Management LLC History Reduced 40,599 2,053 0.68% 0.75% 575 -3,195 -7.3% Q4 2025 Feb 11, 2026
Essex Bank History Added to 40,448 2,046 0.44% 0.42% 576 +3,540 9.59% Q4 2025 Feb 02, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 40,420 2,044 0.11% 0.12% 577 +2,633 6.97% Q4 2025 Feb 04, 2026
Fortis Capital Advisors, LLC History Reduced 40,143 2,030 0.3% 0.41% 578 -10,642 -20.96% Q4 2025 Jan 27, 2026
MSH Capital Advisors LLC History Added to 39,833 2,015 0.43% 0.52% 579 +1,725 4.53% Q4 2025 Feb 09, 2026
Vista Cima Wealth Management LLC History Added to 39,821 2,014 1.68% 1.57% 580 +2,611 7.02% Q4 2025 Feb 11, 2026
Red Mountain Financial, LLC History Added to 39,689 2,007 1.97% 2.02% 581 +478 1.22% Q4 2025 Jan 26, 2026
SkyView Investment Advisors, LLC History New 39,503 1,998 0.25% — 582 +39,503 New Q4 2025 Feb 18, 2026
CFO4Life Group, LLC History Reduced 39,466 1,996 0.28% 0.29% 583 -144 -0.36% Q4 2025 Feb 06, 2026
WESPAC Advisors SoCal, LLC History No change 39,450 1,995 0.4% 0.41% 584 0 0.0% Q4 2025 Jan 07, 2026
Fermata Advisors, LLC History Reduced 39,124 1,979 0.48% 0.54% 585 -2,982 -7.08% Q4 2025 Jan 08, 2026
Rothschild Wealth LLC History New 39,096 1,977 0.19% — 586 +39,096 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 38,955 1,970 0.17% 0.12% 587 +12,666 48.18% Q4 2025 Jan 26, 2026
Diversified Trust Co History Added to 38,899 1,967 0.04% 0.01% 589 +32,539 511.62% Q4 2025 Jan 09, 2026
COZAD ASSET MANAGEMENT INC History Added to 38,889 1,967 0.15% 0.15% 588 +1,280 3.4% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Added to 38,826 1,964 0.13% 0.0% 590 +37,600 3066.88% Q4 2025 Jan 23, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 46,975 1,946 0.27% 0.35% 591 -2,465 -4.99% Q4 2025 Jan 26, 2026
Fonville Wealth Management LLC History Added to 38,434 1,944 0.4% 0.19% 592 +21,958 133.27% Q4 2025 Jan 23, 2026
CX Institutional History Reduced 37,978 1,921 0.06% 0.09% 593 -18,285 -32.5% Q4 2025 Feb 02, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 37,212 1,882 0.23% 0.17% 594 +10,454 39.07% Q4 2025 Jan 07, 2026
Prosperitas Financial LLC History New 37,046 1,874 0.73% — 595 +37,046 New Q4 2025 Feb 04, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 36,242 1,839 0.03% 0.04% 596 -1,270 -3.39% Q4 2025 Jan 28, 2026
Shore Point Advisors, LLC History Reduced 36,304 1,836 0.78% 0.94% 597 -5,739 -13.65% Q4 2025 Jan 23, 2026
BENJAMIN EDWARDS INC History Reduced 36,055 1,824 0.02% 0.02% 598 -647 -1.76% Q4 2025 Feb 02, 2026
Carter Financial Group, INC. History Added to 35,416 1,798 1.07% 1.07% 599 +606 1.74% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 35,138 1,777 0.07% 0.07% 600 +7,673 27.94% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History Reduced 35,003 1,770 0.41% 0.52% 601 -2,930 -7.72% Q4 2025 Jan 15, 2026
Auxano Advisors, LLC History Added to 34,958 1,768 0.35% 0.37% 602 +270 0.78% Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History Added to 34,874 1,764 0.37% 0.28% 603 +9,365 36.71% Q4 2025 Feb 10, 2026
FCA CORP /TX History Reduced 34,857 1,763 0.5% 0.51% 604 -1,450 -3.99% Q4 2025 Feb 11, 2026
Summit Place Financial Advisors, LLC History Reduced 34,653 1,753 0.85% 1.19% 605 -14,947 -30.14% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History Added to 34,635 1,752 0.02% 0.02% 606 +11,180 47.67% Q4 2025 Feb 05, 2026
Crossmark Global Holdings, Inc. History Reduced 34,584 1,749 0.03% 0.03% 607 -1,377 -3.83% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 34,520 1,746 0.06% 0.06% 608 +1,174 3.52% Q4 2025 Feb 02, 2026
Lifeworks Advisors, LLC History Reduced 34,490 1,744 0.23% 0.23% 609 -64 -0.19% Q4 2025 Feb 13, 2026
M3 Wealth Management, LLC History New 34,409 1,740 1.38% — 611 +34,409 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Added to 34,409 1,740 1.39% 0.47% 610 +24,441 245.19% Q4 2025 Feb 09, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 34,374 1,738 0.14% 0.16% 612 -5,920 -14.69% Q4 2025 Jan 14, 2026
VISTA INVESTMENT MANAGEMENT History Added to 34,243 1,732 0.57% 0.48% 613 +7,105 26.18% Q4 2025 Feb 17, 2026
Entruity Wealth, LLC History Added to 34,065 1,723 1.23% 1.34% 614 +103 0.3% Q4 2025 Feb 03, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 33,858 1,719 0.12% 0.14% 615 -3,171 -8.56% Q4 2025 Jan 15, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 33,891 1,714 0.47% 0.58% 616 -5,585 -14.15% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History Added to 33,848 1,712 0.24% 0.11% 617 +18,576 121.63% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History New 33,826 1,711 0.09% — 618 +33,826 New Q4 2025 Feb 11, 2026
Roble, Belko & Company, Inc History Reduced 33,381 1,689 0.22% 0.25% 619 -3,450 -9.37% Q4 2025 Jan 12, 2026
Sovereign Financial Group, Inc. History Reduced 33,277 1,683 0.29% 0.35% 620 -3,779 -10.2% Q4 2025 Jan 07, 2026
McBroom & Associates, LLC History Added to 33,146 1,676 0.81% 0.76% 622 +1,794 5.72% Q4 2025 Jan 20, 2026
Maple Capital Management, Inc. History Added to 33,146 1,676 0.11% 0.11% 621 +1,354 4.26% Q4 2025 Feb 03, 2026
Aries Wealth Management History Reduced 32,915 1,665 0.37% 0.4% 623 -500 -1.5% Q4 2025 Jan 30, 2026
Next Capital Management LLC History Added to 32,562 1,647 0.53% 0.4% 624 +8,880 37.5% Q4 2025 Feb 11, 2026
Clear Point Advisors Inc. History Added to 32,551 1,646 1.28% 1.22% 625 +1,518 4.89% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Reduced 32,474 1,642 0.16% 0.26% 626 -16,491 -33.68% Q4 2025 Feb 11, 2026
Gladstone Institutional Advisory LLC History Reduced 32,440 1,641 0.06% 0.07% 627 -4,048 -11.09% Q4 2025 Feb 17, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 32,363 1,637 0.75% 0.26% 628 +22,089 215.0% Q4 2025 Feb 04, 2026
J HAGAN CAPITAL, INC. History Reduced 32,286 1,633 0.9% 2.96% 629 -64,085 -66.5% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 31,896 1,613 0.03% 0.02% 630 +15,566 95.32% Q4 2025 Feb 11, 2026
POTENTIA WEALTH History Added to 31,765 1,606 0.59% 0.61% 631 +5 0.02% Q4 2025 Feb 13, 2026
GUIDANCE CAPITAL, INC History Added to 31,569 1,600 0.39% 0.38% 632 +3,106 10.91% Q4 2025 Jan 23, 2026
Keystone Financial Group History Added to 31,609 1,599 0.12% 0.08% 633 +12,228 63.09% Q4 2025 Feb 06, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 31,529 1,599 0.75% 0.88% 634 +3,353 11.9% Q4 2025 Jan 26, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 30,835 1,590 1.27% 1.3% 635 -965 -3.03% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 31,018 1,569 0.05% 0.05% 636 -643 -2.03% Q4 2025 Feb 19, 2026
JM2 Capital Inc. History New 30,912 1,563 1.26% — 637 +30,912 New Q4 2025 Jan 23, 2026
Americana Partners, LLC History Added to 30,708 1,553 0.04% 0.05% 638 +1,069 3.61% Q4 2025 Feb 06, 2026
GREENBERG FINANCIAL GROUP History New 30,520 1,544 0.64% — 639 +30,520 New Q4 2025 Jan 22, 2026
Slow Capital, Inc. History Reduced 30,204 1,533 0.18% 0.45% 640 -44,501 -59.57% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Reduced 29,728 1,503 0.39% 0.44% 641 -3,509 -10.56% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Reduced 29,646 1,499 0.05% 0.06% 642 -2,335 -7.3% Q4 2025 Jan 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 29,527 1,493 0.68% 0.77% 643 -2,441 -7.64% Q4 2025 Jan 12, 2026
Capstone Wealth Management, Inc. History New 29,108 1,472 1.29% — 644 +29,108 New Q4 2025 Feb 20, 2026
Mascagni Wealth Management, Inc. History Reduced 28,940 1,464 1.09% 1.23% 645 -2,531 -8.04% Q4 2025 Feb 11, 2026
Golden State Equity Partners History Reduced 28,785 1,456 0.23% 0.3% 646 -5,953 -17.14% Q4 2025 Jan 29, 2026
NewSquare Capital LLC History Reduced 28,777 1,455 0.13% 0.1% 647 -1,209 -4.03% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 28,500 1,441 0.02% 0.02% 648 +12 0.04% Q4 2025 Jan 16, 2026
BRADY FAMILY WEALTH, LLC History Added to 28,258 1,429 0.44% 0.42% 649 +1,541 5.77% Q4 2025 Jan 07, 2026
Blue Chip Partners, LLC History Added to 28,223 1,427 0.1% 0.1% 650 +2,388 9.24% Q4 2025 Feb 18, 2026
First Heartland Consultants, Inc. History Added to 28,132 1,423 0.11% 0.11% 651 +466 1.68% Q4 2025 Jan 09, 2026
StoneX Group Inc. History Added to 27,893 1,415 0.06% 0.04% 652 +8,299 42.35% Q4 2025 Feb 12, 2026
IRON Financial LLC History New 27,861 1,409 0.65% — 653 +27,861 New Q4 2025 Jan 22, 2026
FOSTER & MOTLEY INC History Reduced 27,829 1,408 0.08% 0.09% 654 -3,585 -11.41% Q4 2025 Jan 15, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 27,716 1,402 0.27% 0.11% 655 +12,754 85.24% Q4 2025 Feb 02, 2026
Sloy Dahl & Holst, LLC History Reduced 27,715 1,402 0.17% 0.15% 656 -20 -0.07% Q4 2025 Feb 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 27,601 1,396 0.02% 0.02% 658 -4,831 -14.9% Q4 2025 Feb 10, 2026
Family Manage LLC History Reduced 27,600 1,396 0.18% 0.19% 657 -282 -1.01% Q4 2025 Feb 17, 2026
Aspen Wealth Strategies, LLC History Reduced 27,519 1,392 0.76% 0.8% 659 -1,004 -3.52% Q4 2025 Jan 28, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 27,140 1,373 0.15% 0.11% 660 +8,857 48.44% Q4 2025 Feb 18, 2026
Fragasso Financial Advisors Inc History Added to 27,068 1,369 0.08% 0.08% 661 +434 1.63% Q4 2025 Jan 07, 2026
WealthTrak Capital Management LLC History Added to 26,972 1,364 0.98% 1.0% 662 +2,944 12.25% Q4 2025 Feb 10, 2026
Clarity Wealth Advisors, LLC History Reduced 26,584 1,344 0.27% 0.31% 663 -1,049 -3.8% Q4 2025 Jan 23, 2026
Signal Advisors Wealth, LLC History Added to 26,200 1,325 0.11% 0.04% 664 +16,601 172.95% Q4 2025 Jan 13, 2026
Laraway Financial Advisors Inc History Added to 25,922 1,311 0.85% 0.84% 665 +1,573 6.46% Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History Added to 25,874 1,308 0.09% 0.05% 666 +12,566 94.42% Q4 2025 Jan 16, 2026
Detalus Advisors, LLC History Added to 25,700 1,300 0.32% 0.33% 667 +700 2.8% Q4 2025 Feb 03, 2026
AIFG Consultants Ltd. History Added to 25,631 1,296 2.23% 1.7% 668 +6,655 35.07% Q4 2025 Feb 04, 2026
YARGER WEALTH STRATEGIES, LLC History Reduced 25,527 1,291 0.55% 0.78% 669 -8,126 -24.15% Q4 2025 Jan 22, 2026
Venture Visionary Partners LLC History Added to 25,494 1,289 0.04% 0.01% 670 +19,315 312.59% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 25,313 1,280 0.03% 0.02% 671 +8,433 49.96% Q4 2025 Feb 03, 2026
FourThought Financial Partners, LLC History Added to 25,216 1,275 0.11% 0.11% 672 +1,393 5.85% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Added to 24,931 1,261 0.02% 0.02% 673 +808 3.35% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Reduced 24,818 1,255 0.11% 0.13% 674 -4,183 -14.42% Q4 2025 Jan 26, 2026
PDS Planning, Inc History Reduced 24,661 1,247 0.08% 0.1% 675 -2,961 -10.72% Q4 2025 Jan 26, 2026
Autumn Glory Partners, LLC History Added to 24,224 1,225 0.43% 0.44% 676 +3,217 15.31% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 23,869 1,211 0.02% 0.01% 677 +14,493 154.58% Q4 2025 Feb 17, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 23,744 1,201 0.55% 0.66% 678 -3,862 -13.99% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 23,710 1,199 0.03% — 679 +23,710 New Q4 2025 Feb 13, 2026
Smart Portfolios, LLC History Added to 23,650 1,196 1.19% 1.15% 680 +102 0.43% Q4 2025 Jan 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 23,487 1,188 0.07% 0.07% 681 -1,066 -4.34% Q4 2025 Jan 13, 2026
CAP Partners, LLC History Added to 23,321 1,179 0.67% 0.63% 682 +1,587 7.3% Q4 2025 Feb 04, 2026
IHT Wealth Management, LLC History Added to 23,209 1,174 0.03% 0.02% 683 +5,090 28.09% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 23,161 1,171 0.06% 0.07% 684 +51 0.22% Q4 2025 Jan 28, 2026
Rollins Financial Advisors, LLC History Added to 22,504 1,138 0.17% 0.04% 686 +17,360 337.48% Q4 2025 Feb 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 22,508 1,138 0.02% 0.01% 685 +8,687 62.85% Q4 2025 Feb 09, 2026
Park Place Capital Corp History Added to 22,345 1,130 0.24% 0.23% 687 +1,304 6.2% Q4 2025 Jan 09, 2026
LifeWealth Investments, LLC History Reduced 22,306 1,128 0.36% 0.4% 688 -1,745 -7.26% Q4 2025 Jan 26, 2026
Tarbox Family Office, Inc. History Reduced 22,266 1,126 0.18% 0.18% 689 -1,865 -7.73% Q4 2025 Jan 21, 2026
BLB&B Advisors, LLC History Reduced 22,240 1,125 0.05% 0.06% 690 -5,887 -20.93% Q4 2025 Jan 26, 2026
Daner Wealth Management, LLC History Added to 22,180 1,124 0.69% 0.72% 691 +295 1.35% Q4 2025 Feb 11, 2026
National Wealth Management Group, LLC History Added to 22,209 1,123 0.39% 0.42% 692 +12 0.05% Q4 2025 Jan 12, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 22,085 1,117 0.84% 0.87% 693 -162 -0.73% Q4 2025 Jan 28, 2026
Edge Financial Advisors LLC History Reduced 21,883 1,107 0.47% 0.61% 694 -4,775 -17.91% Q4 2025 Jan 28, 2026
Strong Retirement Solutions LLC History New 21,861 1,105 0.74% — 697 +21,861 New Q4 2025 Feb 18, 2026
ProCore Advisors, LLC History New 21,859 1,105 1.13% — 696 +21,859 New Q4 2025 Jan 21, 2026
Waterloo Capital, L.P. History Reduced 21,857 1,105 0.08% 0.1% 695 -5,694 -20.67% Q4 2025 Feb 10, 2026
L & S Advisors Inc History Added to 21,831 1,104 0.1% 0.1% 699 +1,909 9.58% Q4 2025 Feb 05, 2026
BANK OF HAWAII History Reduced 21,828 1,104 0.05% 0.06% 698 -800 -3.54% Q4 2025 Mar 03, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 21,459 1,085 0.47% 0.38% 700 +4,741 28.36% Q4 2025 Feb 02, 2026
RM Financial Services, LLC History New 21,428 1,084 0.96% — 701 +21,428 New Q4 2025 Feb 11, 2026
Nuveen, LLC History New 21,292 1,077 0.0% — 702 +21,292 New Q4 2025 Feb 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 21,126 1,068 0.19% 0.28% 703 -9,673 -31.41% Q4 2025 Jan 16, 2026
Nelson Capital Management, LLC History Reduced 21,085 1,066 0.12% 0.13% 704 -1,027 -4.64% Q4 2025 Feb 10, 2026
Colonial River Investments, LLC History Added to 20,937 1,059 0.38% 0.37% 705 +1,259 6.4% Q4 2025 Feb 04, 2026
Benchmark Financial, LLC History New 20,929 1,058 1.05% — 706 +20,929 New Q4 2025 Jan 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 20,727 1,048 0.06% 0.04% 707 +7,021 51.23% Q4 2025 Feb 10, 2026
Nordwand Advisors, LLC History Added to 20,695 1,046 0.18% 0.16% 708 +732 3.67% Q4 2025 Feb 03, 2026
Realta Investment Advisors History Reduced 20,673 1,045 0.34% 0.36% 709 -374 -1.78% Q4 2025 Jan 20, 2026
Petix & Botte Co History Reduced 20,644 1,044 0.24% 0.25% 710 -949 -4.39% Q4 2025 Feb 05, 2026
Narus Financial Partners, LLC History Reduced 20,449 1,034 0.28% 0.29% 711 -246 -1.19% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 20,421 1,033 0.06% — 712 +20,421 New Q4 2025 Feb 10, 2026
CHANNEL WEALTH LLC History Reduced 20,415 1,032 0.26% 0.41% 714 -9,731 -32.28% Q4 2025 Feb 03, 2026
Lineweaver Wealth Advisors, LLC History Added to 20,408 1,032 0.14% 0.11% 713 +5,557 37.42% Q4 2025 Jan 14, 2026
Birch Capital Management, LLC History Reduced 20,387 1,031 0.51% 0.53% 715 -26 -0.13% Q4 2025 Feb 03, 2026
U.S. Capital Wealth Advisors, LLC History Added to 20,253 1,024 0.03% 0.02% 716 +6,217 44.29% Q4 2025 Jan 23, 2026
Total Clarity Wealth Management, Inc. History Reduced 19,867 1,005 0.24% 0.27% 717 -28 -0.14% Q4 2025 Feb 02, 2026
Castle Rock Wealth Management, LLC History Reduced 19,770 1,000 0.22% 0.23% 718 -840 -4.08% Q4 2025 Feb 05, 2026
REICON WEALTH ADVISORS, LLC History New 19,592 991 0.72% — 719 +19,592 New Q4 2025 Jan 30, 2026
Coordinated Financial Services, Inc. History Added to 19,500 986 0.57% 0.57% 720 +2,100 12.07% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 19,410 981 0.02% 0.03% 721 -4,511 -18.86% Q4 2025 Feb 09, 2026
GEM Asset Management, LLC History Added to 19,241 974 0.43% 0.28% 722 +7,674 66.34% Q4 2025 Jan 09, 2026
Portside Wealth Group, LLC History Added to 19,179 970 0.13% 0.11% 723 +3,268 20.54% Q4 2025 Jan 21, 2026
CGN Advisors LLC History Added to 18,723 947 0.08% 0.08% 724 +448 2.45% Q4 2025 Jan 05, 2026
Investment Planning Advisors, Inc. History Reduced 18,725 947 0.28% 0.3% 725 -175 -0.93% Q4 2025 Jan 20, 2026
Cornerstone Wealth Group, LLC History Added to 18,681 945 0.06% 0.06% 726 +278 1.51% Q4 2025 Jan 26, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 18,665 944 0.0% 0.01% 727 -23,465 -55.7% Q4 2025 Jan 26, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 18,501 936 0.64% 0.67% 728 +45 0.24% Q4 2025 Feb 13, 2026
Generation Capital Management LLC History Added to 18,500 935 0.61% 0.37% 729 +8,500 85.0% Q4 2025 Feb 13, 2026
COFG Advisors, LLC History New 18,451 933 0.23% — 731 +18,451 New Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 18,449 933 0.0% 0.0% 730 +11,849 179.53% Q4 2025 Jan 15, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 18,413 931 0.36% 0.41% 732 -611 -3.21% Q4 2025 Feb 04, 2026
Whipplewood Advisors, LLC History Reduced 18,267 924 0.59% 0.62% 733 -408 -2.18% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 18,120 916 0.0% 0.0% 734 -2,835 -13.53% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 18,076 914 0.51% — 735 +18,076 New Q4 2025 Feb 17, 2026
Mendota Financial Group, LLC History Added to 18,059 913 0.66% 0.68% 736 +196 1.1% Q4 2025 Jan 20, 2026
Stark Wealth Management LLC History New 18,003 910 3.42% — 737 +18,003 New Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History Added to 17,909 906 0.13% 0.07% 738 +9,267 107.23% Q4 2025 Feb 17, 2026
Family Capital Trust Co History Added to 17,838 902 0.29% 0.3% 739 +89 0.5% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Reduced 17,580 890 0.03% 0.03% 740 -1,167 -6.22% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Reduced 17,447 885 0.03% 0.05% 741 -21 -0.12% Q4 2025 Feb 13, 2026
Key Client Fiduciary Advisors, LLC History Reduced 17,421 881 0.3% 0.29% 742 -50 -0.29% Q4 2025 Jan 28, 2026
Paragon Advisors, LLC History Reduced 17,259 873 0.24% 11.95% 743 -894,319 -98.11% Q4 2025 Jan 12, 2026
Live Oak Investment Partners History Added to 17,129 866 0.53% 0.56% 744 +383 2.29% Q4 2025 Jan 29, 2026
Principle Wealth Partners LLC History New 16,932 856 0.05% — 745 +16,932 New Q4 2025 Feb 06, 2026
Delta Investment Management, LLC History Reduced 16,866 853 0.15% 0.18% 747 -2,589 -13.31% Q4 2025 Jan 30, 2026
Waldron Private Wealth LLC History Added to 16,809 853 0.03% 0.03% 746 +988 6.24% Q4 2025 Jan 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 16,838 851 0.1% 0.13% 748 -4,088 -19.54% Q4 2025 Feb 13, 2026
Latitude Advisors, LLC History Reduced 16,733 846 0.37% 0.45% 749 -2,671 -13.77% Q4 2025 Jan 27, 2026
Ridge Creek Global, Inc History New 16,644 842 0.71% — 750 +16,644 New Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 16,449 832 0.05% 0.05% 751 +1,875 12.87% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Added to 16,462 832 0.31% 0.3% 752 +692 4.39% Q4 2025 Jan 08, 2026
Wilkerson Advisory Group LLC History New 16,413 830 0.29% — 754 +16,413 New Q4 2025 Feb 13, 2026
Security Financial Services, INC. History Added to 16,409 830 0.13% 0.12% 753 +1,783 12.19% Q4 2025 Jan 27, 2026
NATIXIS ADVISORS, LLC History New 16,325 826 0.0% — 755 +16,325 New Q4 2025 Feb 10, 2026
Core Wealth Advisors, Inc. History Added to 16,274 823 0.21% 0.21% 756 +135 0.84% Q4 2025 Feb 17, 2026
JDM Financial Group LLC History Added to 16,190 819 0.32% 0.28% 758 +3,068 23.38% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 16,201 819 0.04% 0.05% 757 +278 1.75% Q4 2025 Jan 26, 2026
HICKS CAPITAL MANAGEMENT LLC History Reduced 16,154 817 0.82% 1.61% 759 -3,337 -17.12% Q4 2025 Feb 05, 2026
CDKV HOLDINGS LLC History New 16,118 815 0.68% — 760 +16,118 New Q4 2025 Feb 17, 2026
New Insight Wealth Advisors History Added to 16,043 811 0.29% 0.22% 761 +4,561 39.72% Q4 2025 Feb 17, 2026
FORBES J M & CO LLP History Added to 15,987 808 0.07% 0.04% 762 +6,196 63.28% Q4 2025 Jan 21, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 15,983 808 0.11% 0.12% 763 0 0.0% Q4 2025 Jan 14, 2026
Affiance Financial, LLC History Reduced 15,659 792 0.13% 0.15% 764 -256 -1.61% Q4 2025 Jan 21, 2026
Brio Consultants, LLC History Reduced 15,597 789 0.1% 0.14% 765 -3,768 -19.46% Q4 2025 Feb 04, 2026
Cannon Wealth Management Services, LLC History Added to 15,602 789 0.56% 0.51% 766 +2,352 17.75% Q4 2025 Jan 27, 2026
Lunt Capital Management, Inc. History Reduced 15,554 786 0.29% 0.31% 767 -595 -3.68% Q4 2025 Jan 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 15,462 782 0.08% 0.09% 768 -1,666 -9.73% Q4 2025 Jan 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 15,457 781 0.08% 0.08% 769 +861 5.9% Q4 2025 Jan 28, 2026
Safeguard Investment Advisory Group, LLC History Reduced 15,383 778 0.2% 0.67% 770 -37,706 -71.02% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 15,362 777 0.0% 0.0% 771 +2,104 15.87% Q4 2025 Jan 30, 2026
LVZ, Inc. History Reduced 15,349 776 0.09% 0.1% 772 -1,860 -10.81% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Reduced 15,197 769 0.02% 0.02% 773 -29 -0.19% Q4 2025 Feb 11, 2026
Princeton Global Asset Management LLC History Added to 15,115 764 0.12% 0.13% 774 +84 0.56% Q4 2025 Jan 20, 2026
Pallas Capital Advisors LLC History Added to 15,046 761 0.03% 0.02% 775 +3,049 25.41% Q4 2025 Jan 14, 2026
Balboa Wealth Partners History Added to 15,028 760 0.13% 0.1% 776 +3,495 30.3% Q4 2025 Jan 16, 2026
Lifestyle Asset Management, Inc. History Reduced 15,001 758 0.25% 0.26% 777 -292 -1.91% Q4 2025 Feb 11, 2026
Csenge Advisory Group History Added to 14,931 755 0.03% 0.01% 778 +9,846 193.63% Q4 2025 Feb 06, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 750 0.32% 0.31% 779 -14,720 -100.0% Q3 2025 Nov 14, 2025
CONDOR CAPITAL MANAGEMENT History Added to 14,728 745 0.06% 0.06% 780 +121 0.83% Q4 2025 Feb 06, 2026
Investment Partners Asset Management, Inc. History Added to 14,713 744 0.46% 0.42% 781 +2,023 15.94% Q4 2025 Jan 15, 2026
Keel Point, LLC History Reduced 14,689 743 0.04% 0.05% 782 -1,924 -11.58% Q4 2025 Feb 12, 2026
Asio Capital, LLC History Reduced 14,500 736 0.1% 0.32% 783 -27,000 -65.06% Q4 2025 Jan 21, 2026
Key FInancial Inc History Added to 14,539 735 0.13% 0.11% 784 +3,053 26.58% Q4 2025 Feb 09, 2026
Wall Street Financial Group, Inc. History New 14,695 733 0.53% — 785 +14,695 New Q4 2025 Jan 16, 2026
Nepsis Inc. History Reduced 14,446 730 0.23% 0.23% 786 -62 -0.43% Q4 2025 Jan 14, 2026
SeaCrest Wealth Management, LLC History No change 14,383 728 0.07% 0.08% 787 0 0.0% Q4 2025 Jan 12, 2026
ROMAN BUTLER FULLERTON & CO History Added to 14,059 712 0.19% 0.18% 788 +617 4.59% Q4 2025 Jan 26, 2026
CATALYST PRIVATE WEALTH, LLC History No change 14,087 712 0.31% 0.31% 789 0 0.0% Q4 2025 Jan 14, 2026
OneAscent Financial Services LLC History Added to 13,993 707 0.07% 0.06% 790 +5,070 56.82% Q4 2025 Feb 11, 2026
Capital Planning Advisors, LLC History Added to 13,970 706 0.09% 0.08% 791 +1,976 16.47% Q4 2025 Feb 17, 2026
Sunpointe, LLC History Reduced 13,829 702 0.23% 0.26% 792 -173 -1.24% Q4 2025 Jan 23, 2026
Strategies Wealth Advisors, LLC History Reduced 13,608 688 0.07% 0.21% 793 -26,813 -66.33% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History New 13,509 683 0.08% — 794 +13,509 New Q4 2025 Jan 22, 2026
GeoWealth Management, LLC History Reduced 13,392 677 0.02% 0.03% 795 -2,257 -14.42% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 13,279 671 0.01% 0.01% 796 -161 -1.2% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Added to 13,191 667 0.04% 0.03% 797 +809 6.53% Q4 2025 Jan 30, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 13,130 664 0.16% 0.06% 798 +7,549 135.26% Q4 2025 Jan 08, 2026
Strategic Financial Concepts, LLC History Added to 13,103 662 0.61% 0.07% 799 +3,679 39.04% Q4 2025 Feb 09, 2026
Alliance Wealth Advisors, LLC /UT History Added to 13,048 660 0.14% 0.12% 801 +3,182 32.25% Q4 2025 Feb 02, 2026