PIMCO ETF Trust - MINT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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.
Rows: 0
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 32,615,613 3,272,650 0.21% 0.19% 1 +1,368,763 4.38% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 8,947,720 897,814 1.83% 1.8% 2 +587,084 7.02% Q4 2025 Jan 23, 2026
MORGAN STANLEY History Reduced 8,945,100 897,551 0.05% 0.05% 3 -31,192 -0.35% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 4,515,474 453,082 0.08% 0.08% 4 +163,811 3.76% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 4,064,348 407,816 0.11% 0.12% 5 -8,645 -0.21% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 2,763,212 277,260 0.04% 0.04% 6 +254,632 10.15% Q4 2025 Jan 29, 2026
CWM, LLC History Added to 1,675,562 168,126 0.46% 0.5% 7 +19,997 1.21% Q4 2025 Jan 26, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,587,080 159,247 0.01% 0.01% 8 +199,047 14.34% Q4 2025 Feb 17, 2026
Johnson Financial Group, LLC History Reduced 1,199,071 120,314 7.45% 11.84% 9 -86,554 -6.73% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 1,094,376 109,812 0.13% 0.17% 10 +19,597 1.82% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,089,157 109,286 0.02% — 11 +1,089,157 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 960,517 96,378 0.55% 0.59% 12 +36,468 3.95% Q4 2025 Jan 26, 2026
Bramshill Investments, LLC History Reduced 926,431 92,958 5.26% 6.42% 13 -6,666 -0.71% Q4 2025 Feb 17, 2026
Advisor OS, LLC History Added to 826,843 82,965 6.68% 7.07% 14 +13,114 1.61% Q4 2025 Feb 04, 2026
MJP ASSOCIATES INC /ADV History Added to 819,456 82,224 10.28% 10.42% 15 +33,553 4.27% Q4 2025 Feb 06, 2026
Proficio Capital Partners LLC History Reduced 791,414 79,410 5.57% 5.75% 16 -39,529 -4.76% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 787,550 79,022 0.07% 0.07% 17 -1,636 -0.21% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 775,638 77,827 0.21% 0.09% 18 +444,528 134.25% Q4 2025 Feb 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 756,026 75,859 0.27% 0.26% 19 +14,701 1.98% Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Added to 730,394 73,287 0.02% 0.02% 20 +110,007 17.73% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 550,076 55,194 0.07% 0.09% 21 -117,943 -17.66% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 536,013 53,955 1.84% 2.04% 22 -5,410 -1.0% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 521,037 52,280 0.06% 0.07% 23 +20,231 4.04% Q4 2025 Feb 13, 2026
Gainplan LLC History Added to 508,095 50,982 19.1% 11.98% 24 +227,204 80.89% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 468,083 46,972 0.07% 0.13% 25 -429,253 -47.84% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 463,424 46,499 0.17% 0.15% 26 +127,065 37.78% Q4 2025 Feb 18, 2026
Flaharty Asset Management, LLC History Reduced 454,380 45,592 5.69% 5.99% 27 -13,937 -2.98% Q4 2025 Feb 06, 2026
Family Manage LLC History Reduced 447,097 44,861 5.67% 7.45% 28 -91,240 -16.95% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 433,295 43,498 0.06% 0.06% 29 +7,399 1.74% Q4 2025 Jan 08, 2026
HB Wealth Management, LLC History Reduced 430,527 43,199 0.28% 0.46% 30 -239,836 -35.78% Q4 2025 Jan 28, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 427,432 42,888 0.01% 0.02% 31 -113,373 -20.96% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 405,523 40,690 0.04% 0.04% 32 +43,597 12.05% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 398,030 39,938 0.03% 0.03% 33 -2,237 -0.56% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 346,142 34,731 0.08% 0.09% 34 +22,096 6.82% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 345,675 34,685 0.05% 0.07% 35 -148,698 -30.08% Q4 2025 Feb 02, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 327,797 32,891 5.58% 7.16% 36 -88,136 -21.19% Q4 2025 Jan 27, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 323,004 32,407 0.03% 0.03% 37 +7,025 2.22% Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 317,605 31,868 0.83% 0.85% 38 +11,522 3.76% Q4 2025 Feb 13, 2026
Mason Investment Advisory Services, Inc. History Reduced 301,338 30,236 1.43% 2.44% 39 -184,993 -38.04% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 270,310 27,122 0.22% 0.28% 40 -13,434 -4.73% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 269,355 27,027 0.03% 0.02% 41 +69,927 35.06% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 260,427 26,131 0.12% 0.12% 42 +25,144 10.69% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Reduced 255,770 25,663 2.28% 2.63% 43 -34,268 -11.82% Q4 2025 Feb 26, 2026
Delta Investment Management, LLC History Reduced 236,475 23,727 4.12% 4.33% 44 -3,292 -1.37% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 228,424 22,919 0.03% 0.02% 45 +109,517 92.1% Q4 2025 Feb 11, 2026
Roehl & Yi Investment Advisors, LLC History New 224,025 22,478 8.92% — 46 +224,025 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 217,442 21,818 0.44% 0.44% 47 +26,427 13.84% Q4 2025 Feb 09, 2026
CITIGROUP INC History Added to 213,631 21,435 0.01% 0.01% 48 +35,711 20.07% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 211,930 21,265 0.02% 0.02% 49 -15,494 -6.81% Q4 2025 Feb 17, 2026
Stokes Capital Advisors, LLC History Added to 198,621 19,929 4.55% 3.06% 50 +67,955 52.01% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Reduced 197,446 19,811 0.38% 0.49% 51 -6,473 -3.17% Q4 2025 Feb 13, 2026
KWMG, LLC History Added to 192,093 19,274 1.66% 1.65% 52 +5,473 2.93% Q4 2025 Jan 16, 2026
Providence First Trust Co History Added to 191,520 19,217 6.65% 5.34% 53 +38,503 25.16% Q4 2025 Feb 03, 2026
Cornerstone Wealth Management, LLC History Added to 187,495 18,813 0.98% 0.96% 54 +14,075 8.12% Q4 2025 Feb 05, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 185,566 18,619 4.62% 4.51% 55 +11,269 6.47% Q4 2025 Jan 27, 2026
Visionary Wealth Advisors History Added to 182,013 18,263 0.82% 0.82% 56 +7,545 4.32% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 169,625 17,020 0.03% 0.03% 57 -28,598 -14.43% Q4 2025 Feb 18, 2026
First Heartland Consultants, Inc. History Added to 167,646 16,821 1.27% 1.28% 58 +10,581 6.74% Q4 2025 Jan 09, 2026
Mission Hills Financial Advisory, LLC History Added to 166,970 16,753 8.85% 8.31% 59 +11,700 7.54% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Added to 165,262 16,582 0.19% 0.19% 60 +3,741 2.32% Q4 2025 Jan 15, 2026
Roof Eidam Maycock Peralta, LLC History Added to 163,531 16,408 3.72% 3.03% 61 +39,831 32.2% Q4 2025 Jan 26, 2026
Williams Financial, LLC History New 158,125 15,866 9.18% — 62 +158,125 New Q4 2025 Feb 02, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 155,305 15,583 2.53% 2.64% 63 -14,490 -8.53% Q4 2025 Feb 10, 2026
Allianz Asset Management GmbH History Reduced 153,929 15,445 0.02% 0.02% 64 -12,934 -7.75% Q4 2025 Feb 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Reduced 152,851 15,337 6.57% 8.87% 65 -47,906 -23.86% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 146,625 14,712 0.09% 0.02% 66 +119,583 442.21% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 142,676 14,316 0.02% 0.01% 67 +98,704 224.47% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Added to 142,478 14,296 0.91% 0.79% 68 +24,226 20.49% Q4 2025 Feb 05, 2026
Beacon Pointe Advisors, LLC History Reduced 140,104 14,058 0.1% 0.14% 69 -27,410 -16.36% Q4 2025 Feb 18, 2026
Cottage Street Advisors LLC History Added to 136,172 13,663 5.78% 4.79% 70 +24,200 21.61% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Added to 135,011 13,547 0.03% 0.03% 71 +16,487 13.91% Q4 2025 Feb 11, 2026
COMERICA BANK History Added to 134,534 13,499 0.05% 0.05% 72 +301 0.22% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 129,417 13,027 0.02% 0.02% 73 +26,391 25.62% Q4 2025 Feb 05, 2026
Essex Financial Services, Inc. History Reduced 129,807 13,024 0.74% 0.9% 74 -19,976 -13.34% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 125,804 12,623 0.02% 0.02% 75 +41,681 49.55% Q4 2025 Mar 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 121,507 12,192 0.01% 0.01% 76 +26,711 28.18% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 120,199 12,060 0.02% 0.02% 77 -14,707 -10.9% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 115,917 11,631 0.01% 0.01% 78 -19,149 -14.18% Q4 2025 Feb 10, 2026
Addison Capital Co History Added to 114,465 11,485 2.87% 0.74% 79 +89,583 360.03% Q4 2025 Feb 02, 2026
NOVEM GROUP History Added to 114,320 11,470 1.32% 0.41% 80 +79,519 228.5% Q4 2025 Jan 27, 2026
MinichMacGregor Wealth Management, LLC History Added to 111,601 11,198 2.03% 2.0% 81 +10,006 9.85% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 108,764 10,913 0.12% 0.12% 82 +8,687 8.68% Q4 2025 Jan 20, 2026
MONTAG A & ASSOCIATES INC History Reduced 107,173 10,792 0.49% 0.69% 83 -41,643 -27.98% Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Added to 105,777 10,613 0.49% 0.42% 84 +19,275 22.28% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 105,147 10,550 0.06% 0.01% 85 +81,506 344.77% Q4 2025 Feb 13, 2026
Elite Financial, Inc. History Added to 104,259 10,498 4.77% 4.7% 86 +2,013 1.97% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 102,257 10,297 0.23% 0.25% 87 -3,487 -3.3% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Added to 102,266 10,261 0.24% 0.25% 88 +15 0.01% Q4 2025 Feb 02, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 100,545 10,123 0.76% 0.1% 89 +87,755 686.12% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Added to 100,152 10,049 0.06% 0.05% 90 +12,188 13.86% Q4 2025 Feb 12, 2026
Buck Wealth Strategies, LLC History Reduced 97,703 9,803 1.24% 1.45% 91 -7,079 -6.76% Q4 2025 Feb 03, 2026
SITTNER & NELSON, LLC History Added to 97,550 9,800 3.47% 3.3% 92 +7,396 8.2% Q4 2025 Feb 11, 2026
Ameritas Advisory Services, LLC History Added to 96,415 9,674 0.36% 0.03% 93 +91,585 1896.17% Q4 2025 Feb 04, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 95,314 9,566 5.67% 5.38% 94 +2,104 2.26% Q4 2025 Jan 06, 2026
CHANNEL WEALTH LLC History Added to 93,312 9,362 2.37% 2.1% 95 +15,194 19.45% Q4 2025 Feb 03, 2026
Koenig Investment Advisory, LLC History New 92,072 9,268 7.51% — 96 +92,072 New Q4 2025 Mar 03, 2026
Pasadena Private Wealth, LLC History Reduced 92,230 9,254 1.26% 1.54% 97 -13,719 -12.95% Q4 2025 Feb 10, 2026
PFG Advisors History Added to 92,025 9,233 0.45% 0.36% 98 +5,272 6.08% Q4 2025 Jan 27, 2026
NavPoint Financial, Inc. History Added to 90,751 9,105 3.89% 3.42% 99 +25,903 39.94% Q4 2025 Jan 20, 2026
Dynamic Advisor Solutions LLC History Added to 90,255 9,056 0.29% 0.26% 100 +308 0.34% Q4 2025 Jan 09, 2026
Baird Financial Group, Inc. History Added to 88,267 8,856 0.01% 0.01% 101 +32,366 57.9% Q4 2025 Feb 13, 2026
Alexis Investment Partners, LLC History Added to 88,084 8,835 3.29% 0.67% 102 +9,792 12.51% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Added to 87,883 8,818 0.26% 0.2% 103 +25,881 41.74% Q4 2025 Feb 19, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 86,592 8,718 0.33% 0.34% 104 -3,308 -3.68% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History Reduced 84,946 8,523 4.46% 4.92% 105 -6,665 -7.28% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 84,680 8,496 0.32% 0.32% 106 +2,512 3.06% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 83,082 8,336 0.01% 0.02% 107 -1,410 -1.67% Q4 2025 Feb 10, 2026
Resolute Wealth Strategies, LLC History Reduced 82,885 8,316 3.65% 3.92% 108 -2,116 -2.49% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Added to 82,768 8,304 0.0% 0.0% 109 +77,482 1465.8% Q4 2025 Feb 17, 2026
Avion Wealth History Reduced 82,132 8,241 1.73% 1.9% 110 -5,754 -6.55% Q4 2025 Jan 23, 2026
PMG Wealth Management, Inc. History Added to 80,402 8,067 5.91% 5.85% 111 +3,893 5.09% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Added to 79,007 7,927 0.34% 0.22% 112 +13,591 20.78% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Reduced 77,840 7,810 0.39% 0.47% 113 -1,115 -1.41% Q4 2025 Jan 07, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 77,379 7,764 0.85% 0.66% 114 +20,143 35.19% Q4 2025 Feb 18, 2026
YHB Investment Advisors, Inc. History Reduced 76,955 7,721 0.53% 0.58% 115 -1,451 -1.85% Q4 2025 Jan 16, 2026
Heirloom Wealth Management History Reduced 76,896 7,715 1.78% 1.95% 116 -3,449 -4.29% Q4 2025 Jan 15, 2026
GatePass Capital, LLC History Reduced 76,082 7,634 3.93% 4.53% 117 -1,950 -2.5% Q4 2025 Feb 09, 2026
Equitable Holdings, Inc. History Added to 75,746 7,600 0.05% 0.05% 118 +6,068 8.71% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 75,462 7,572 0.1% 0.1% 119 -3,287 -4.17% Q4 2025 Feb 10, 2026
WestHill Financial Advisors, Inc. History Reduced 75,182 7,543 1.43% 1.49% 120 -83 -0.11% Q4 2025 Jan 21, 2026
PFW Advisors LLC History Added to 75,161 7,541 2.28% 1.76% 121 +15,933 26.9% Q4 2025 Jan 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 71,404 7,164 0.29% 0.32% 122 -4,974 -6.51% Q4 2025 Jan 16, 2026
Concurrent Investment Advisors, LLC History Added to 71,381 7,162 0.08% 0.11% 123 +8,567 13.64% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 71,133 7,137 0.12% 0.15% 124 -12,742 -15.19% Q4 2025 Jan 22, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 70,917 7,115 2.58% — 125 +70,917 New Q4 2025 Mar 26, 2026
TD Waterhouse Canada Inc. History Added to 70,235 7,046 0.04% 0.04% 126 +7,465 11.89% Q4 2025 Jan 27, 2026
SCOTIA CAPITAL INC. History Added to 69,908 7,014 0.03% 0.03% 127 +1,306 1.9% Q4 2025 Feb 12, 2026
Main Street Financial Solutions, LLC History Added to 69,325 6,956 0.52% 0.11% 128 +52,202 304.86% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 68,806 6,903 0.12% 0.14% 129 +8,481 14.06% Q4 2025 Feb 06, 2026
JMAC ENTERPRISES LLC History Reduced 67,679 6,790 1.3% 1.35% 130 -240 -0.35% Q4 2025 Jan 21, 2026
CHOREO, LLC History Reduced 67,327 6,777 0.09% 0.13% 131 -29,984 -30.81% Q4 2025 Jan 23, 2026
Planned Solutions, Inc. History Added to 67,545 6,777 2.17% 2.32% 132 +541 0.81% Q4 2025 Jan 28, 2026
WEDBUSH SECURITIES INC History Added to 66,786 6,701 0.2% 0.22% 133 +856 1.3% Q4 2025 Feb 12, 2026
Phil A. Younker & Associates, Ltd. History Added to 66,589 6,681 4.66% 0.69% 134 +57,646 644.59% Q4 2025 Jan 27, 2026
Goodman Advisory Group, LLC History Reduced 65,914 6,613 1.63% 1.69% 135 -1,578 -2.34% Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History Added to 62,960 6,317 0.23% 0.18% 136 +25,809 69.47% Q4 2025 Feb 09, 2026
BHK Investment Advisors, LLC History Added to 62,213 6,242 2.05% 2.26% 137 +2,047 3.4% Q4 2025 Feb 03, 2026
ADVOCATE GROUP LLC History Added to 61,623 6,183 1.0% 0.95% 138 +4,492 7.86% Q4 2025 Jan 20, 2026
Kathmere Capital Management, LLC History Reduced 61,110 6,131 0.41% 0.57% 139 -18,065 -22.82% Q4 2025 Jan 13, 2026
Aviance Capital Partners, LLC History Reduced 61,030 6,123 0.71% 0.76% 140 -2,204 -3.49% Q4 2025 Feb 06, 2026
Hardworking Capital Advisors, LLC History New 60,515 6,072 5.51% — 141 +60,515 New Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 58,996 5,919 0.13% 0.14% 142 +5,002 9.26% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Added to 58,378 5,857 0.02% 0.02% 143 +10,890 22.93% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 57,951 5,814 0.12% 0.34% 144 -88,276 -60.37% Q4 2025 Feb 03, 2026
Oceanside Advisors LLC History Added to 57,385 5,757 3.49% 3.34% 145 +4,312 8.12% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO History Reduced 57,109 5,733 0.06% 0.07% 146 -7,102 -11.06% Q4 2025 Jan 26, 2026
City Center Advisors, LLC History Added to 56,860 5,705 5.25% 5.31% 147 +2,631 4.85% Q4 2025 Jan 05, 2026
Curi Capital, LLC History Added to 56,576 5,691 0.1% 0.08% 148 +10,847 23.72% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 56,680 5,687 0.01% 0.01% 149 +21,984 63.36% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 56,336 5,652 0.05% 0.05% 150 +523 0.94% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Added to 55,486 5,567 0.39% 0.17% 151 +34,648 166.27% Q4 2025 Jan 21, 2026
WCG Wealth Advisors LLC History Added to 55,285 5,547 0.16% 0.08% 152 +42,455 330.9% Q4 2025 Feb 10, 2026
Camelot Portfolios, LLC History Reduced 54,566 5,475 3.35% 4.52% 153 -21,492 -28.26% Q4 2025 Jan 29, 2026
49 WEALTH MANAGEMENT, LLC History Added to 54,050 5,423 0.44% 0.47% 154 +4,205 8.44% Q4 2025 Feb 04, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 53,778 5,396 0.05% 0.05% 155 +3,161 6.24% Q4 2025 Jan 28, 2026
Uncommon Cents Investing LLC History Added to 53,760 5,394 1.31% 1.33% 156 +670 1.26% Q4 2025 Jan 15, 2026
Geneos Wealth Management Inc. History Added to 53,688 5,387 0.13% 0.13% 157 +4,328 8.77% Q4 2025 Jan 28, 2026
Palumbo Wealth Management LLC History Added to 53,638 5,382 1.33% 1.5% 158 +7,027 15.08% Q4 2025 Jan 21, 2026
Aprio Wealth Management, LLC History New 53,189 5,336 0.31% — 159 +53,189 New Q4 2025 Jan 29, 2026
Aegis Wealth Management, Inc. History New 53,004 5,318 4.18% — 160 +53,004 New Q4 2025 Feb 05, 2026
CacheTech Inc. History Reduced 52,827 5,300 0.98% 1.33% 161 -12,710 -19.39% Q4 2025 Feb 18, 2026
World Investment Advisors History Added to 52,237 5,241 0.09% 0.1% 162 +4,196 8.73% Q4 2025 Mar 12, 2026
Flagship Private Wealth, LLC History Reduced 51,609 5,178 2.04% 2.37% 163 -6,907 -11.8% Q4 2025 Feb 04, 2026
Advocacy Wealth Management, LLC History Reduced 51,469 5,164 0.22% 0.23% 164 -2,178 -4.06% Q4 2025 Feb 11, 2026
Capital Advisors Wealth Management, LLC History Added to 51,349 5,152 0.7% 0.71% 165 +2,201 4.48% Q4 2025 Jan 21, 2026
Stone Wealth Partners History New 50,961 5,131 4.57% — 166 +50,961 New Q4 2025 Feb 24, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 50,379 5,055 0.24% 0.24% 167 +754 1.52% Q4 2025 Jan 23, 2026
&PARTNERS History Reduced 49,519 4,968 0.03% 0.04% 168 -11,464 -18.8% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 48,403 4,856 0.01% 0.01% 169 -3,302 -6.39% Q4 2025 Feb 12, 2026
Smith Thornton Advisors LLC History Added to 47,495 4,765 2.42% 2.26% 170 +4,658 10.87% Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Reduced 47,383 4,754 0.03% 0.03% 171 -11,533 -19.58% Q4 2025 Jan 29, 2026
SENTINEL PENSION ADVISORS, LLC History New 47,263 4,742 0.73% — 172 +47,263 New Q4 2025 Jan 12, 2026
Westside Investment Management, Inc. History Reduced 47,073 4,723 0.76% 0.81% 173 -3,551 -7.01% Q4 2025 Jan 23, 2026
Strategic Investment Advisors / MI History Added to 46,531 4,668 0.4% 0.41% 174 +1,249 2.76% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Added to 45,900 4,605 0.44% 0.27% 175 +33,722 276.91% Q4 2025 Feb 17, 2026
CIM, LLC History Added to 45,867 4,602 0.6% 0.58% 176 +1,887 4.29% Q4 2025 Feb 18, 2026
Values First Advisors, Inc. History Added to 45,730 4,588 2.38% 2.33% 177 +2,529 5.85% Q4 2025 Jan 30, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 45,230 4,538 3.17% 3.28% 178 +3,110 7.38% Q4 2025 Feb 11, 2026
SkyOak Wealth, LLC History Added to 45,001 4,515 0.81% 0.8% 179 +3,036 7.23% Q4 2025 Feb 05, 2026
StoneX Group Inc. History Reduced 44,719 4,503 0.2% 0.2% 180 -613 -1.35% Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Added to 44,622 4,477 1.34% 1.19% 181 +6,491 17.02% Q4 2025 Feb 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 44,152 4,430 0.24% 0.3% 182 -8,693 -16.45% Q4 2025 Jan 13, 2026
Auour Investments LLC History Added to 44,146 4,429 1.41% 1.3% 183 +4,505 11.36% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Added to 43,700 4,362 0.12% 0.12% 184 +326 0.75% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Added to 43,415 4,356 0.0% 0.0% 185 +6,177 16.59% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Added to 43,121 4,326 2.32% 2.32% 186 +1,219 2.91% Q4 2025 Feb 24, 2026
Adams Wealth Management History Reduced 42,777 4,292 0.92% 1.07% 187 -6,798 -13.71% Q4 2025 Feb 18, 2026
Capital Management Associates, Inc History Added to 42,568 4,271 0.94% 1.13% 188 +1,084 2.61% Q4 2025 Jan 21, 2026
BANK OF MONTREAL /CAN/ History Reduced 41,980 4,212 0.0% 0.0% 189 -6,548 -13.49% Q4 2025 Feb 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 41,424 4,156 0.78% 0.66% 190 +6,860 19.85% Q4 2025 Jan 28, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 40,826 4,111 0.94% 0.4% 191 +24,487 149.87% Q4 2025 Jan 28, 2026
Western Wealth Management, LLC History Added to 40,729 4,086 0.19% 0.04% 192 +33,781 486.2% Q4 2025 Feb 05, 2026
TFB Advisors LLC History Reduced 40,577 4,071 1.14% 1.19% 193 -183 -0.45% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 40,291 4,045 0.01% 0.01% 194 -7,472 -15.64% Q4 2025 Mar 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 40,102 4,038 0.17% 0.16% 195 +1,431 3.7% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Reduced 40,080 4,021 0.23% 0.36% 196 -20,371 -33.7% Q4 2025 Feb 04, 2026
Pilgrim Partners Asia Pte Ltd History Added to 40,000 4,013 1.92% 0.9% 197 +20,000 100.0% Q4 2025 Feb 03, 2026
Klaas Financial Asset Advisors, LLC History Added to 39,783 3,991 0.58% 0.59% 198 +935 2.41% Q4 2025 Jan 27, 2026
SOL Capital Management CO History Reduced 39,744 3,988 0.36% 0.37% 199 -1,800 -4.33% Q4 2025 Jan 30, 2026
Sequoia Financial Advisors, LLC History Added to 39,488 3,962 0.02% 0.02% 200 +7,200 22.3% Q4 2025 Feb 03, 2026
CreativeOne Wealth, LLC History Added to 38,801 3,893 0.09% 0.09% 201 +2,185 5.97% Q4 2025 Feb 13, 2026
RiverTree Advisors, LLC History Reduced 38,587 3,871 2.47% 3.51% 202 -15,858 -29.13% Q4 2025 Jan 15, 2026
Bouvel Investment Partners, LLC History Added to 37,898 3,802 1.1% 0.97% 203 +6,280 19.86% Q4 2025 Jan 23, 2026
Fiduciary Alliance LLC History Added to 37,413 3,754 0.25% 0.2% 204 +7,991 27.16% Q4 2025 Jan 22, 2026
Integrity Wealth Solutions LLC History Added to 36,726 3,685 1.46% 1.39% 205 +5,747 18.55% Q4 2025 Feb 02, 2026
American Institute for Advanced Investment Management, LLP History Added to 36,608 3,673 2.36% 2.4% 206 +199 0.55% Q4 2025 Feb 04, 2026
FSM Wealth Advisors, LLC History Added to 36,242 3,636 0.5% 0.47% 207 +3,176 9.61% Q4 2025 Jan 23, 2026
Paulson Wealth Management Inc. History Added to 36,185 3,630 0.84% 0.1% 208 +32,072 779.77% Q4 2025 Feb 05, 2026
SFG Wealth Management, LLC. History Added to 36,150 3,627 1.42% 1.5% 209 +1,763 5.13% Q4 2025 Feb 03, 2026
Independent Solutions Wealth Management, LLC History Added to 36,138 3,626 0.67% 0.54% 210 +5,860 19.35% Q4 2025 Feb 05, 2026
WJ Interests, LLC History Added to 35,317 3,543 1.52% 1.35% 211 +2,074 6.24% Q4 2025 Jan 26, 2026
Sachetta, LLC History Added to 34,836 3,495 1.91% 1.24% 212 +1,671 5.04% Q4 2025 Feb 02, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 33,418 3,353 2.39% — 213 +33,418 New Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 33,088 3,320 0.04% 0.04% 214 +4,490 15.7% Q4 2025 Feb 05, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 33,035 3,314 2.43% 2.48% 215 -159 -0.48% Q4 2025 Feb 06, 2026
Kovitz Investment Group Partners, LLC History Reduced 32,922 3,303 0.07% 0.01% 216 -2,537 -7.15% Q4 2025 Feb 20, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 32,647 3,275 1.8% 1.82% 217 +995 3.14% Q4 2025 Jan 08, 2026
Lido Advisors, LLC History Reduced 32,491 3,271 0.01% 0.01% 218 -252 -0.77% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 31,999 3,210 0.03% 0.04% 219 +7,835 32.42% Q4 2025 Jan 23, 2026
Robertson Stephens Wealth Management, LLC History Reduced 31,832 3,205 0.08% 0.27% 220 -58,481 -64.75% Q4 2025 Feb 02, 2026
ABLE Financial Group, LLC History Added to 31,634 3,174 0.64% 0.14% 221 +25,437 410.47% Q4 2025 Jan 23, 2026
Hedeker Wealth, LLC History Reduced 31,349 3,145 0.66% 0.7% 222 -1,993 -5.98% Q4 2025 Jan 23, 2026
Csenge Advisory Group History Added to 31,135 3,124 0.14% 0.15% 223 +97 0.31% Q4 2025 Feb 06, 2026
Net Worth Advisory Group History Reduced 30,974 3,107 0.63% 0.93% 224 -928 -2.91% Q4 2025 Jan 14, 2026
Stonebridge Financial Planning Group, LLC History Added to 30,851 3,095 1.12% 1.15% 225 +359 1.18% Q4 2025 Feb 05, 2026
Sage Capital Management, LLC History Reduced 30,825 3,094 1.43% 1.82% 226 -9,368 -23.31% Q4 2025 Jan 15, 2026
SAGE RHINO CAPITAL LLC History Added to 30,665 3,076 0.58% 0.59% 227 +164 0.54% Q4 2025 Jan 30, 2026
Pinnacle Financial Partners, Inc. History New 30,286 3,040 0.02% — 228 +30,286 New Q4 2025 Feb 18, 2026
Capital Advisors, Ltd. LLC History Reduced 29,718 2,982 0.34% 0.37% 229 -3,091 -9.42% Q4 2025 Jan 21, 2026
Clear Point Advisors Inc. History Reduced 29,641 2,974 2.31% 3.23% 230 -11,713 -28.32% Q4 2025 Feb 10, 2026
WINCAP FINANCIAL LLC History Added to 29,433 2,953 2.03% 0.16% 231 +27,143 1185.28% Q4 2025 Jan 14, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 28,043 2,813 0.08% 0.11% 232 -9,444 -25.19% Q4 2025 Feb 10, 2026
Joel Adams & Associates, Inc. History Added to 27,611 2,770 2.08% 1.02% 233 +15,008 119.08% Q4 2025 Jan 27, 2026
Foundry Financial Group, Inc. History Added to 27,443 2,753 1.38% 1.36% 234 +1,797 7.01% Q4 2025 Feb 04, 2026
Financial Strategies Group, Inc. History Added to 27,214 2,731 0.49% 0.52% 235 +70 0.26% Q4 2025 Feb 05, 2026
Oxinas Partners, LLC History Added to 27,120 2,721 1.31% 0.9% 236 +10,503 63.21% Q4 2025 Jan 26, 2026
Dorsey & Whitney Trust CO LLC History Added to 26,976 2,706 0.14% 0.06% 237 +15,058 126.35% Q4 2025 Feb 11, 2026
Compass Financial Group, Inc. History Reduced 26,918 2,700 1.19% 1.22% 238 -182 -0.67% Q4 2025 Feb 05, 2026
Strategic Wealth Advisors LLC History New 26,870 2,696 2.31% — 239 +26,870 New Q4 2025 Feb 03, 2026
FIDUCIARY TRUST CO History Added to 26,805 2,689 0.03% 0.03% 240 +45 0.17% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 26,789 2,687 0.13% 0.15% 241 +2,292 9.36% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 26,709 2,679 0.01% 0.01% 242 -6,405 -19.34% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Reduced 26,517 2,661 0.16% 0.17% 243 -1,196 -4.32% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 26,243 2,633 0.02% 0.04% 244 -29,906 -53.26% Q4 2025 Jan 29, 2026
Modern Wealth Management, LLC History Added to 26,087 2,617 0.05% 0.02% 245 +17,222 194.27% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 26,072 2,616 0.03% 0.01% 246 +19,932 324.63% Q4 2025 Feb 05, 2026
Intergy Private Wealth, LLC History Added to 25,782 2,586 0.78% 0.8% 247 +340 1.34% Q4 2025 Jan 22, 2026
TFR Capital, LLC. History Reduced 25,618 2,570 0.85% 0.89% 248 -1,007 -3.78% Q4 2025 Jan 27, 2026
GeoWealth Management, LLC History Reduced 24,680 2,476 0.09% 0.09% 249 -590 -2.33% Q4 2025 Feb 17, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 24,176 2,425 1.66% 1.89% 250 -983 -3.91% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Added to 24,151 2,423 0.02% 0.02% 251 +9,573 65.67% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Reduced 24,106 2,418 0.14% 0.21% 252 -9,706 -28.71% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 23,656 2,373 0.19% 0.18% 253 +1,792 8.2% Q4 2025 Feb 04, 2026
BLUELINE ADVISORS LLC History New 23,275 2,336 1.91% — 254 +23,275 New Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 22,738 2,281 0.03% 0.03% 255 -1,312 -5.46% Q4 2025 Jan 29, 2026
PAX Financial Group, LLC History Reduced 22,460 2,253 0.39% 0.41% 256 -365 -1.6% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 21,993 2,206 0.03% 0.03% 257 +2,784 14.49% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 21,925 2,199 0.04% 0.06% 258 -4,422 -16.78% Q4 2025 Feb 19, 2026
Ruggaard & Associates LLC History Added to 21,862 2,193 0.86% 0.8% 259 +610 2.87% Q4 2025 Feb 20, 2026
Cedar Mountain Advisors, LLC History Added to 21,476 2,154 0.42% 0.41% 260 +560 2.68% Q4 2025 Feb 11, 2026
Simmons Bank History Added to 21,375 2,144 0.14% 0.08% 261 +9,613 81.73% Q4 2025 Feb 05, 2026
Peregrine Asset Advisers, Inc. History Reduced 21,344 2,141 0.6% 0.67% 262 -880 -3.96% Q4 2025 Feb 02, 2026
Somerset Group LLC History Reduced 21,246 2,133 1.61% 1.69% 263 -2 -0.01% Q4 2025 Feb 12, 2026
Authentikos Wealth Advisory, LLC History Reduced 21,235 2,130 1.41% 1.51% 264 -1,520 -6.68% Q4 2025 Feb 06, 2026
Legacy Capital Wealth Partners, LLC History Reduced 20,652 2,072 0.44% 0.9% 265 -20,311 -49.58% Q4 2025 Jan 16, 2026
SouthState Bank Corp History Reduced 20,627 2,069 0.09% 0.12% 266 -5,000 -19.51% Q4 2025 Feb 11, 2026
HCR Wealth Advisors History Reduced 20,628 2,069 0.2% 0.24% 267 -2,382 -10.35% Q4 2025 Jan 27, 2026
GOLDMAN SACHS GROUP INC History Added to 20,602 2,067 0.0% 0.0% 268 +1,369 7.12% Q4 2025 Mar 25, 2026
Klingman & Associates, LLC History No change 20,500 2,056 0.1% 0.1% 269 0 0.0% Q4 2025 Jan 29, 2026
ALTFEST L J & CO INC History Added to 20,438 2,050 0.22% 0.23% 270 +163 0.8% Q4 2025 Jan 23, 2026
Rehmann Capital Advisory Group History Added to 20,348 2,041 0.11% 0.11% 271 +465 2.34% Q4 2025 Mar 04, 2026
Rollins Financial Advisors, LLC History Reduced 20,328 2,039 0.3% 0.32% 272 -739 -3.51% Q4 2025 Feb 04, 2026
RFG HOLDINGS, INC. History Reduced 20,245 2,031 0.51% 0.65% 273 -4,792 -19.14% Q4 2025 Jan 23, 2026
Unified Investment Management History Added to 20,054 2,012 2.02% 2.01% 274 +67 0.34% Q4 2025 Feb 09, 2026
Cannon Wealth Management Services, LLC History Added to 19,975 2,004 1.41% 1.22% 275 +3,969 24.8% Q4 2025 Jan 27, 2026
PROFFITT & GOODSON INC History Added to 19,786 1,985 0.28% 0.28% 276 +206 1.05% Q4 2025 Jan 27, 2026
Mayflower Financial Advisors, LLC History Added to 19,766 1,983 0.24% 0.23% 277 +1,870 10.45% Q4 2025 Jan 13, 2026
ETF Store, Inc. History Added to 19,759 1,982 2.02% 2.01% 278 +930 4.94% Q4 2025 Jan 22, 2026
WAYSTONE ADVISORS LLC History New 19,438 1,950 1.67% — 279 +19,438 New Q4 2025 Feb 09, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 19,332 1,939 0.29% 0.32% 280 -734 -3.66% Q4 2025 Jan 13, 2026
Essential Planning, LLC. History Added to 19,168 1,923 0.61% 0.4% 281 +7,623 66.03% Q4 2025 Jan 15, 2026
ArrowMark Colorado Holdings LLC History Added to 19,092 1,915 0.04% 0.03% 282 +950 5.24% Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 18,999 1,906 1.4% 1.41% 283 -201 -1.05% Q4 2025 Feb 12, 2026
Snowden Capital Advisors LLC History Added to 18,812 1,894 0.05% 0.05% 284 +1,033 5.81% Q4 2025 Feb 17, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 18,474 1,853 0.46% 0.75% 285 -10,530 -36.31% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History Added to 18,443 1,850 0.06% 0.05% 286 +4,044 28.09% Q4 2025 Feb 17, 2026
LEGACY SOLUTIONS, LLC History Added to 18,185 1,824 1.6% 1.64% 287 +106 0.59% Q4 2025 Jan 14, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 18,020 1,808 0.39% 0.33% 288 +8,339 86.14% Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Added to 17,917 1,797 0.3% 0.31% 289 +336 1.91% Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 17,861 1,792 0.11% 0.13% 290 -2,298 -11.4% Q4 2025 Feb 10, 2026
Blueprint Investment Partners LLC History Reduced 17,784 1,784 0.19% 0.43% 291 -12,827 -41.9% Q4 2025 Feb 17, 2026
Avid Wealth Partners LLC History Added to 17,623 1,768 0.86% 0.73% 292 +2,936 19.99% Q4 2025 Feb 13, 2026
Blueprint Financial Advisors LLC History Reduced 17,593 1,765 0.27% 0.66% 293 -12,607 -41.75% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 17,555 1,761 0.01% — 294 +17,555 New Q4 2025 Feb 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 17,530 1,758 0.04% 0.05% 295 -4,765 -21.37% Q4 2025 Feb 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 17,469 1,752 0.98% 0.91% 296 +2,291 15.09% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 17,224 1,728 0.02% 0.03% 297 -13,801 -44.48% Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History Added to 17,136 1,719 0.18% 0.17% 298 +1,071 6.67% Q4 2025 Feb 13, 2026
Phoenix Wealth Advisors History Added to 17,049 1,710 0.66% 0.59% 299 +1,755 11.48% Q4 2025 Jan 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 16,869 1,693 0.04% 0.04% 300 -1,542 -8.38% Q4 2025 Jan 26, 2026
GC Wealth Management RIA, LLC History Reduced 16,880 1,693 0.06% 0.06% 301 -349 -2.03% Q4 2025 Jan 30, 2026
ROVIN CAPITAL /UT/ /ADV History New 16,743 1,680 0.45% — 302 +16,743 New Q4 2025 Feb 09, 2026
Precision Wealth Strategies, LLC History Added to 16,713 1,677 0.54% 0.54% 303 +23 0.14% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 16,682 1,673 0.0% 0.0% 304 +169 1.02% Q4 2025 Feb 17, 2026
STALEY CAPITAL ADVISERS INC History Reduced 16,670 1,672 0.07% 0.07% 305 -240 -1.42% Q4 2025 Feb 05, 2026
Montis Financial, LLC History Added to 16,517 1,657 0.33% 0.29% 306 +3,948 31.41% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 16,505 1,656 0.08% 0.11% 307 +4,559 38.16% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 16,487 1,654 0.0% 0.0% 308 +520 3.26% Q4 2025 Feb 17, 2026
Noble Wealth Management PBC History Added to 16,460 1,651 0.83% 0.74% 309 +2,563 18.44% Q4 2025 Jan 05, 2026
Soltis Investment Advisors LLC History Reduced 16,368 1,642 0.11% 0.11% 310 -13 -0.08% Q4 2025 Apr 02, 2026
B. Riley Wealth Advisors, Inc. History Added to 16,310 1,636 0.08% 0.07% 311 +2,109 14.85% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Reduced 15,877 1,598 0.05% 0.06% 312 -1,520 -8.74% Q4 2025 Jan 20, 2026
Spire Wealth Management History Reduced 15,797 1,585 0.05% 0.07% 313 -6,088 -27.82% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 28,224 1,576 0.04% 0.05% 314 +3,008 11.93% Q4 2025 Feb 11, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 15,689 1,574 0.21% 0.22% 315 -1,189 -7.04% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Added to 15,176 1,522 0.07% 0.04% 316 +6,991 85.41% Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Added to 14,776 1,482 0.05% 0.06% 317 +274 1.89% Q4 2025 Jan 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,688 1,473 0.0% 0.0% 318 +5,841 66.02% Q4 2025 Feb 06, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 14,647 1,469 0.03% 0.03% 319 -2,830 -16.19% Q4 2025 Feb 10, 2026
Hudson Portfolio Management LLC History Reduced 14,517 1,456 1.25% 1.51% 320 -2,410 -14.24% Q4 2025 Feb 13, 2026
FCA CORP /TX History Added to 14,284 1,433 0.4% 0.39% 321 +420 3.03% Q4 2025 Feb 11, 2026
SHAYNE & JACOBS, LLC History No change 14,218 1,426 0.43% 0.44% 322 0 0.0% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Reduced 14,192 1,423 0.03% 0.03% 323 -240 -1.66% Q4 2025 Feb 02, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 14,165 1,421 0.16% 0.17% 324 -122 -0.85% Q4 2025 Jan 08, 2026
Coppell Advisory Solutions LLC History Reduced 13,986 1,407 0.14% 0.16% 325 -698 -4.75% Q4 2025 Feb 17, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 13,683 1,372 0.96% 0.86% 326 -1,657 -10.8% Q4 2025 Jan 20, 2026
M Holdings Securities, Inc. History New 13,410 1,346 0.1% — 327 +13,410 New Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 13,402 1,344 0.01% — 328 +13,402 New Q4 2025 Feb 13, 2026
MCF Advisors LLC History New 13,251 1,334 0.07% — 329 +13,251 New Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Reduced 13,287 1,334 0.13% 0.16% 330 -1,930 -12.68% Q4 2025 Jan 12, 2026
Three Bridge Wealth Advisors, LLC History Added to 13,090 1,318 0.35% 0.34% 331 +93 0.72% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History Added to 13,119 1,316 0.02% 0.02% 332 +354 2.77% Q4 2025 Feb 02, 2026
Running Point Capital Advisors, LLC History Added to 12,951 1,299 0.35% 0.09% 333 +9,445 269.4% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 12,936 1,297 0.03% — 334 +12,936 New Q4 2025 Feb 09, 2026
Merited Wealth, LLC History New 12,934 1,297 1.2% — 335 +12,934 New Q4 2025 Mar 26, 2026
Birch Capital Management, LLC History Reduced 12,877 1,292 0.64% 0.74% 336 -1,495 -10.4% Q4 2025 Feb 03, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 12,870 1,291 0.09% — 337 +12,870 New Q4 2025 Feb 17, 2026
Elevation Capital Advisory, LLC History New 12,843 1,288 0.53% — 338 +12,843 New Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 12,818 1,287 0.02% 0.02% 339 +75 0.59% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 12,595 1,263 0.02% 0.01% 340 +6,228 97.82% Q4 2025 Feb 03, 2026
Ashton Thomas Private Wealth, LLC History Reduced 12,539 1,262 0.03% 0.06% 341 -10,154 -44.75% Q4 2025 Jan 29, 2026
Bedel Financial Consulting, Inc. History Reduced 12,445 1,248 0.13% 0.17% 342 -995 -7.4% Q4 2025 Jan 28, 2026
Triumph Capital Management History Added to 12,261 1,230 0.27% 0.3% 343 +1,270 11.55% Q4 2025 Feb 12, 2026
Quest 10 Wealth Builders, Inc. History Added to 12,032 1,207 1.08% 0.71% 344 +4,403 57.71% Q4 2025 Jan 29, 2026
Creative Capital Management Investments LLC History Reduced 11,935 1,197 0.36% 0.41% 345 -751 -5.92% Q4 2025 Jan 23, 2026
WESCAP Management Group, Inc. History Reduced 11,856 1,189 0.24% 0.27% 346 -718 -5.71% Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History Added to 11,774 1,181 0.05% 0.03% 347 +6,071 106.45% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History New 11,743 1,178 0.02% — 348 +11,743 New Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Reduced 11,661 1,170 0.04% 0.04% 349 -124 -1.05% Q4 2025 Feb 02, 2026
Essex Bank History Added to 11,638 1,167 0.25% 0.26% 350 +15 0.13% Q4 2025 Feb 02, 2026
Heritage Wealth Advisors History New 11,604 1,164 0.04% — 351 +11,604 New Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Reduced 11,600 1,163 0.07% 0.1% 352 -3,664 -24.0% Q4 2025 Feb 18, 2026
Atria Investments, Inc History Added to 11,512 1,155 0.01% 0.01% 353 +388 3.49% Q4 2025 Feb 05, 2026
M&T BANK CORP History Added to 11,310 1,134 0.0% 0.0% 354 +50 0.44% Q4 2025 Jan 30, 2026
PRIVATE TRUST CO NA History Added to 11,283 1,132 0.1% 0.09% 355 +1,125 11.08% Q4 2025 Jan 26, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Reduced 11,254 1,129 0.38% 0.44% 356 -1,872 -14.26% Q4 2025 Jan 07, 2026
Aptus Capital Advisors, LLC History Reduced 11,237 1,127 0.01% 0.01% 357 -409 -3.51% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 11,168 1,120 0.01% 0.02% 358 -1,014 -8.32% Q4 2025 Feb 09, 2026
Omega Financial Group, LLC History Added to 11,146 1,118 0.37% 0.36% 359 +231 2.12% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Reduced 11,111 1,114 0.03% 0.03% 360 -1,464 -11.64% Q4 2025 Feb 17, 2026
Richard P Slaughter Associates Inc History Added to 11,066 1,110 0.23% 0.21% 361 +1,332 13.68% Q4 2025 Jan 12, 2026
Ascent Group, LLC History Reduced 11,041 1,107 0.04% 0.05% 362 -2,418 -17.97% Q4 2025 Jan 20, 2026
Berman McAleer LLC History Added to 11,019 1,105 0.15% 0.04% 363 +8,330 309.78% Q4 2025 Feb 05, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 10,843 1,087 0.12% 0.13% 364 0 0.0% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 10,813 1,084 0.06% 0.06% 365 +486 4.71% Q4 2025 Jan 26, 2026
PARK AVENUE SECURITIES LLC History Added to 10,601 1,064 0.01% 0.01% 366 +1,511 16.62% Q4 2025 Jan 05, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 10,398 1,043 0.67% 0.68% 367 0 0.0% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History No change 10,118 1,015 0.13% 0.14% 368 0 0.0% Q4 2025 Jan 12, 2026
Stirlingshire Investments, Inc. History New 10,012 1,008 0.89% — 369 +10,012 New Q4 2025 Feb 11, 2026
Haverford Trust Co History Added to 9,946 997 0.01% 0.0% 370 +4,979 100.24% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History New 9,920 995 0.03% — 371 +9,920 New Q4 2025 Jan 12, 2026
ALLIANZ SE History New 9,838 987 0.01% — 372 +9,838 New Q4 2025 Feb 13, 2026
Selby Wealth Management, LLC History New 9,801 983 0.4% — 374 +9,801 New Q4 2025 Feb 13, 2026
K.J. Harrison & Partners Inc History No change 9,801 983 0.13% 0.14% 373 0 0.0% Q4 2025 Feb 03, 2026
Closed-End Fund Advisors, Inc. History New 9,665 969 0.57% — 375 +9,665 New Q4 2025 Feb 11, 2026
OakTrust Wealth Advisors, LLC History New 9,645 967 0.89% — 376 +9,645 New Q4 2025 Feb 27, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 9,586 962 0.66% 0.65% 377 +498 5.48% Q4 2025 Feb 13, 2026
Arbor Investment Advisors, LLC History Reduced 9,534 956 0.13% 0.16% 378 -2,865 -23.11% Q4 2025 Jan 23, 2026
Mayfair Advisory Group, LLC History Reduced 9,459 949 0.37% 0.41% 379 -51 -0.54% Q4 2025 Jan 21, 2026
DeDora Capital, Inc. History Reduced 9,441 947 0.22% 0.23% 380 -100 -1.05% Q4 2025 Jan 22, 2026
FIFTH THIRD BANCORP History Added to 9,424 945 0.0% 0.0% 381 +8,896 1684.85% Q4 2025 Feb 02, 2026
Total Clarity Wealth Management, Inc. History Reduced 9,420 945 0.23% 0.33% 382 -2,852 -23.24% Q4 2025 Feb 02, 2026
Financial Management Professionals, Inc. History Reduced 9,346 941 0.1% 0.1% 383 -75 -0.8% Q4 2025 Jan 27, 2026
Per Stirling Capital Management, LLC. History Added to 9,325 935 0.1% 0.11% 384 +163 1.78% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 9,215 927 0.02% 0.02% 385 +133 1.46% Q4 2025 Jan 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 9,233 926 0.19% 0.17% 386 +2,628 39.79% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 9,224 925 0.01% 0.01% 387 +2,185 31.04% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Reduced 9,220 925 0.02% 0.02% 388 -137 -1.46% Q4 2025 Jan 16, 2026
Powell Investment Advisors, LLC History Added to 9,096 915 0.32% 0.28% 389 +1,251 15.95% Q4 2025 Feb 09, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 9,063 909 0.06% 0.06% 390 -200 -2.16% Q4 2025 Jan 28, 2026
Fort Point Capital Partners LLC History Added to 9,023 907 0.1% 0.1% 391 +181 2.05% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 9,003 906 0.01% 0.01% 392 +1,885 26.48% Q4 2025 Feb 13, 2026
Financial Enhancement Group LLC History Reduced 8,998 905 0.12% 0.15% 393 -1,912 -17.53% Q4 2025 Jan 23, 2026
Financial Futures Ltd Liability Co. History Added to 9,018 904 0.42% 0.39% 394 +1,128 14.3% Q4 2025 Jan 23, 2026
FMR LLC History Added to 8,949 897 0.0% 0.0% 395 +956 11.96% Q4 2025 Feb 17, 2026
Quartz Partners, LLC History Reduced 8,897 892 0.33% 0.45% 396 -3,433 -27.84% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 8,852 888 0.27% 0.28% 397 +265 3.09% Q4 2025 Jan 26, 2026
Summa Corp. History Added to 8,800 882 0.38% 0.3% 398 +2,000 29.41% Q4 2025 Jan 21, 2026
L & S Advisors Inc History Reduced 8,694 872 0.08% 0.1% 399 -1,520 -14.88% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Added to 8,640 866 0.0% 0.0% 400 +692 8.71% Q4 2025 Feb 10, 2026
Mezzasalma Advisors, LLC History Added to 8,576 860 0.21% 0.06% 401 +6,407 295.39% Q4 2025 Jan 21, 2026
Financial Guidance Group, Inc. History Reduced 8,544 857 0.35% 0.4% 402 -409 -4.57% Q4 2025 Jan 26, 2026
Maridea Wealth Management LLC History Added to 8,524 855 0.13% 0.1% 403 +2,032 31.3% Q4 2025 Jan 08, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 8,470 849 0.71% 0.69% 404 +195 2.36% Q4 2025 Jan 23, 2026
WealthCollab, LLC History Reduced 8,424 845 0.35% 0.42% 405 -724 -7.91% Q4 2025 Jan 27, 2026
Lodestone Wealth Management LLC History Added to 8,350 837 0.34% 0.36% 406 +279 3.46% Q4 2025 Jan 15, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 8,252 828 0.29% 0.37% 407 -1,813 -18.01% Q4 2025 Feb 17, 2026
Transcendent Capital Group LLC History Added to 8,217 824 0.37% 0.37% 408 +20 0.24% Q4 2025 Jan 26, 2026
Atlanta Consulting Group Advisors, LLC History Added to 8,182 823 0.19% 0.17% 409 +1,290 18.72% Q4 2025 Feb 11, 2026
Texas Yale Capital Corp. History No change 8,175 820 0.02% 0.03% 410 0 0.0% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Reduced 8,093 812 0.05% 0.06% 411 -848 -9.48% Q4 2025 Feb 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 8,045 810 0.01% 0.01% 412 +89 1.12% Q4 2025 Jan 30, 2026
FRANKLIN RESOURCES INC History No change 8,008 803 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 11, 2026
BlueChip Wealth Advisors LLC History Added to 7,991 801 0.34% 0.15% 414 +4,394 122.16% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 7,933 798 0.02% — 415 +7,933 New Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Reduced 7,911 793 0.08% 0.16% 416 -6,103 -43.55% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History New 7,870 789 0.09% — 417 +7,870 New Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 7,854 789 0.02% 0.02% 418 +504 6.86% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 7,790 781 0.01% 0.0% 419 +2,033 35.31% Q4 2025 Feb 12, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 7,775 780 0.09% 0.03% 420 +5,000 180.18% Q4 2025 Jan 27, 2026
Smithfield Trust Co History Reduced 7,686 771 0.03% 0.04% 421 -257 -3.24% Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History New 7,656 768 0.4% — 422 +7,656 New Q4 2025 Feb 18, 2026
Intellus Advisors LLC History Added to 7,646 767 0.1% 0.1% 423 +132 1.76% Q4 2025 Feb 06, 2026
Wealthfront Advisers LLC History Reduced 7,631 765 0.0% 0.0% 424 -510 -6.26% Q4 2025 Jan 30, 2026
Mid-American Wealth Advisory Group, Inc. History Added to 7,600 762 0.32% 0.2% 425 +3,131 70.06% Q4 2025 Jan 23, 2026
Alpha Cubed Investments, LLC History Added to 7,576 760 0.03% 0.03% 426 +296 4.07% Q4 2025 Feb 03, 2026
Redwood Investment Management, LLC History Added to 7,519 754 0.08% 0.08% 427 +252 3.47% Q4 2025 Feb 17, 2026
Oak Grove Capital LLC History Reduced 7,500 752 0.09% 0.12% 428 -1,000 -11.76% Q4 2025 Feb 26, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 7,498 752 0.17% 0.16% 429 -238 -3.08% Q4 2025 Jan 29, 2026
Allspring Global Investments Holdings, LLC History Added to 7,491 751 0.0% 0.0% 430 +4,891 188.12% Q4 2025 Jan 15, 2026
Mattern Wealth Management LLC History Added to 7,436 746 0.14% 0.07% 431 +3,989 115.72% Q4 2025 Jan 16, 2026
CGC Financial Services, LLC History Reduced 7,091 711 0.19% 0.24% 432 -1,462 -17.09% Q4 2025 Feb 03, 2026
ARROW FINANCIAL CORP History Reduced 7,052 707 0.07% 0.1% 433 -3,021 -29.99% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Added to 6,971 699 0.01% 0.01% 434 +10 0.14% Q4 2025 Feb 04, 2026
Rossby Financial, LCC History Added to 6,907 693 0.21% 0.2% 436 +718 11.6% Q4 2025 Feb 12, 2026
Element Wealth, LLC History Added to 6,908 693 0.29% 0.29% 435 +230 3.44% Q4 2025 Feb 13, 2026
CATALYST PRIVATE WEALTH, LLC History No change 6,900 692 0.3% 0.3% 437 0 0.0% Q4 2025 Jan 14, 2026
Balboa Wealth Partners History New 6,859 688 0.11% — 439 +6,859 New Q4 2025 Jan 16, 2026
Peak Asset Management, LLC History No change 6,860 688 0.12% 0.12% 438 0 0.0% Q4 2025 Feb 05, 2026
Balefire, LLC History Added to 6,681 670 0.13% 0.13% 440 +23 0.35% Q4 2025 Jan 12, 2026
Lionsbridge Wealth Management LLC History Reduced 6,648 667 0.67% 0.73% 441 -678 -9.25% Q4 2025 Jan 26, 2026
Birchwood Financial Partners, Inc. History New 6,494 651 0.65% — 442 +6,494 New Q4 2025 Feb 19, 2026
RWA WEALTH PARTNERS, LLC History No change 6,396 641 0.01% 0.01% 443 0 0.0% Q4 2025 Feb 12, 2026
Opus Financial Solutions LLC History New 6,352 637 0.6% — 445 +6,352 New Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History Reduced 6,350 637 0.05% 0.05% 444 -100 -1.55% Q4 2025 Feb 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,337 635 0.03% 0.03% 446 -53 -0.83% Q4 2025 Jan 21, 2026
Accurate Wealth Management, LLC History Reduced 6,259 628 0.08% 0.09% 447 -655 -9.47% Q4 2025 Jan 14, 2026
Gambit Capital Management, LLC History New 6,234 625 0.45% — 448 +6,234 New Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 6,111 613 0.0% 0.0% 449 +2,124 53.27% Q4 2025 Feb 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 6,117 613 0.2% 0.21% 450 +1 0.02% Q4 2025 Jan 22, 2026
Marshall Financial Group, LLC History Reduced 6,062 608 0.12% 0.12% 451 -264 -4.17% Q4 2025 Jan 09, 2026
JT Stratford LLC History Reduced 6,046 606 0.08% 0.09% 452 -649 -9.69% Q4 2025 Feb 12, 2026
BridgePort Financial Solutions, LLC History Reduced 5,987 600 0.16% 0.23% 453 -2,464 -29.16% Q4 2025 Jan 16, 2026
Spinnaker Investment Group, LLC History No change 5,975 599 0.11% 0.11% 454 0 0.0% Q4 2025 Jan 12, 2026
Archer Investment Corp History Reduced 5,935 595 0.13% 0.14% 455 -219 -3.56% Q4 2025 Jan 30, 2026
DAVENPORT & Co LLC History Added to 5,844 586 0.0% 0.0% 456 +243 4.34% Q4 2025 Jan 12, 2026
Midway Capital Research & Management History New 5,750 576 0.56% — 457 +5,750 New Q4 2025 Mar 03, 2026
StoneCrest Wealth Management, Inc. History Added to 5,736 575 0.23% 0.11% 458 +3,183 124.68% Q4 2025 Jan 16, 2026
Focus Financial Network, Inc. History Added to 5,622 566 0.02% 0.02% 459 +172 3.16% Q4 2025 Jan 12, 2026
ORG Partners LLC History Added to 5,421 543 0.1% 0.03% 460 +3,841 243.1% Q4 2025 Jan 14, 2026
Lantern Wealth Advisors, LLC History Added to 5,386 540 0.29% 0.28% 461 +218 4.22% Q4 2025 Feb 17, 2026
Occidental Asset Management, LLC History Added to 5,381 539 0.06% 0.07% 462 +149 2.85% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Reduced 5,337 535 0.01% 0.01% 463 -47 -0.87% Q4 2025 Feb 17, 2026
Powerhouse Assets LLC History New 5,289 530 0.47% — 464 +5,289 New Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 5,261 527 0.02% 0.02% 465 +222 4.41% Q4 2025 Jan 13, 2026
Red Door Wealth Management, LLC History Reduced 5,231 524 0.05% 0.06% 466 -15 -0.29% Q4 2025 Jan 20, 2026
Resurgent Financial Advisors LLC History Added to 5,209 522 0.26% 0.23% 467 +472 9.96% Q4 2025 Feb 12, 2026
Lloyd Advisory Services, LLC. History Added to 5,201 521 0.2% 0.15% 468 +1,962 60.57% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Reduced 5,106 512 0.01% 0.01% 469 -2,865 -35.94% Q4 2025 Feb 03, 2026
Austin Wealth Management, LLC History Reduced 5,071 509 0.08% 0.12% 470 -2,242 -30.66% Q4 2025 Jan 26, 2026
Pinion Investment Advisors, LLC History Added to 5,014 503 0.12% 0.11% 471 +1,015 25.38% Q4 2025 Jan 29, 2026
John W. Brooker & Co., CPAs History Added to 5,003 502 0.9% 0.76% 472 +1,299 35.07% Q4 2025 Jan 13, 2026
Integrated Investment Consultants, LLC History New 4,950 496 0.1% — 474 +4,950 New Q4 2025 Mar 03, 2026
Integrated Advisors Network LLC History Reduced 4,947 496 0.02% 0.02% 473 -118 -2.33% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 4,940 495 0.01% 0.01% 475 +87 1.79% Q4 2025 Jan 26, 2026
Sandbox Financial Partners, LLC History Added to 4,889 490 0.14% 0.11% 476 +1,096 28.9% Q4 2025 Jan 07, 2026
CERTUITY, LLC History Reduced 4,819 483 0.03% 0.04% 477 -446 -8.47% Q4 2025 Jan 30, 2026
NWF Advisory Services Inc. History Reduced 4,806 482 0.05% 0.07% 479 -1,601 -24.99% Q4 2025 Mar 03, 2026
Castle Rock Wealth Management, LLC History Reduced 4,809 482 0.1% 0.11% 478 -141 -2.85% Q4 2025 Feb 05, 2026
CWC Advisors, LLC. History Reduced 4,766 478 0.23% 0.51% 480 -5,669 -54.33% Q4 2025 Jan 26, 2026
Brooklyn Investment Group History New 4,744 477 0.02% — 481 +4,744 New Q4 2025 Feb 12, 2026
Stark Wealth Management LLC History Reduced 4,724 474 1.78% 2.19% 482 -32 -0.67% Q4 2025 Feb 17, 2026
Leelyn Smith, LLC History Reduced 4,723 473 0.07% 5.69% 483 -370,763 -98.74% Q4 2025 Jan 28, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,617 463 0.0% 0.0% 484 -1,495 -24.46% Q4 2025 Feb 17, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 4,582 460 0.18% 0.2% 485 -428 -8.54% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Added to 4,504 451 0.03% 0.02% 486 +207 4.82% Q4 2025 Jan 30, 2026
McNamara Financial Services, Inc. History Reduced 4,493 450 0.09% 0.14% 487 -3,263 -42.07% Q4 2025 Jan 21, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 4,475 449 0.06% 0.08% 488 -500 -10.05% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Reduced 4,472 448 0.03% 0.03% 489 -260 -5.49% Q4 2025 Feb 17, 2026
SilverOak Wealth Management LLC History Added to 4,449 446 0.07% 0.07% 490 +130 3.01% Q4 2025 Jan 28, 2026
White Pine Investment CO History Added to 4,433 445 0.1% 0.1% 491 +70 1.6% Q4 2025 Jan 28, 2026
MFA Wealth Services History Reduced 4,431 444 0.3% 0.39% 492 -1,159 -20.73% Q4 2025 Jan 15, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 4,328 435 0.05% 0.03% 493 +1,495 52.77% Q4 2025 Feb 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 4,307 433 0.16% 0.16% 495 -139 -3.13% Q4 2025 Jan 21, 2026
Wealth Advisory Solutions, LLC History Added to 4,321 433 0.1% 0.1% 494 +83 1.96% Q4 2025 Jan 16, 2026
Crown Wealth Group, LLC History Reduced 4,313 432 0.12% 0.18% 496 -1,729 -28.62% Q4 2025 Jan 28, 2026
Crabel Capital Management, LLC History New 4,265 427 0.32% — 497 +4,265 New Q4 2025 Feb 17, 2026
Hamilton Wealth, LLC History Reduced 4,230 424 0.08% 0.23% 498 -6,574 -60.85% Q4 2025 Feb 19, 2026
Vigilare Wealth Management History New 4,179 419 0.14% — 500 +4,179 New Q4 2025 Jan 07, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 4,161 419 0.03% 0.03% 499 -99 -2.32% Q4 2025 Feb 05, 2026
Keystone Financial Group History Added to 4,137 415 0.03% 0.03% 502 +637 18.2% Q4 2025 Feb 06, 2026
Betterment LLC History Added to 4,136 415 0.0% 0.0% 501 +195 4.95% Q4 2025 Feb 12, 2026
Friedenthal Financial History Added to 4,112 412 0.21% 0.19% 503 +496 13.72% Q4 2025 Jan 27, 2026
American Trust History Reduced 2,908 410 0.03% 0.03% 504 -108 -3.58% Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Reduced 4,065 407 0.02% 0.03% 506 -1,810 -30.81% Q4 2025 Feb 04, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,064 407 0.02% 0.02% 505 +958 30.84% Q4 2025 Jan 15, 2026
Wealthcare Advisory Partners LLC History Added to 4,045 405 0.01% 0.01% 507 +84 2.12% Q4 2025 Jan 14, 2026
Rosenberg Matthew Hamilton History No change 4,046 405 0.08% 0.09% 508 0 0.0% Q4 2025 Jan 05, 2026
Legacy Trust History New 4,000 401 0.08% — 510 +4,000 New Q4 2025 Jan 22, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 4,000 401 0.03% 0.03% 509 +1,000 33.33% Q4 2025 Jan 30, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 3,968 399 0.12% 0.1% 512 +1,007 34.01% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 3,985 399 0.12% 0.13% 511 +184 4.84% Q4 2025 Jan 07, 2026
Prosperity Wealth Management, Inc. History New 3,962 397 0.13% — 515 +3,962 New Q4 2025 Mar 27, 2026
Sovereign Financial Group, Inc. History New 3,959 397 0.07% — 513 +3,959 New Q4 2025 Jan 07, 2026
Baron Wealth Management LLC History Added to 3,958 397 0.12% 0.09% 514 +1,167 41.81% Q4 2025 Jan 14, 2026
Hudock, Inc. History Added to 3,949 396 0.06% 0.06% 516 +32 0.82% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 3,922 393 0.0% 0.01% 517 -44 -1.11% Q4 2025 Jan 21, 2026
Pacific Excel Wealth Advisors, Inc. History New 3,863 387 0.73% — 518 +3,863 New Q4 2025 Feb 18, 2026
AdvisorNet Financial, Inc History Added to 3,804 381 0.02% 0.02% 519 +332 9.56% Q4 2025 Jan 20, 2026
XML Financial, LLC History New 3,797 380 0.03% — 520 +3,797 New Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 3,776 378 0.0% 0.0% 521 -51 -1.33% Q4 2025 Feb 06, 2026
Valley Brook Capital Group, Inc. History Reduced 3,732 374 0.25% 0.26% 522 -98 -2.56% Q4 2025 Jan 23, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 3,685 369 0.01% 0.01% 523 -140 -3.66% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History New 3,662 367 0.03% — 524 +3,662 New Q4 2025 Jan 23, 2026
ENTREWEALTH, LLC History Reduced 3,613 363 0.16% 0.25% 526 -1,194 -24.84% Q4 2025 Feb 13, 2026
Christian Investment Advisors, Inc. History Added to 3,621 363 0.29% 0.28% 527 +188 5.48% Q4 2025 Jan 22, 2026
CARDIFF PARK ADVISORS, LLC History Added to 3,620 363 0.03% 0.03% 525 +32 0.89% Q4 2025 Feb 17, 2026
Zinnia Wealth Advisory, LLC History New 3,602 361 0.39% — 528 +3,602 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 3,567 357 0.0% — 529 +3,567 New Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 3,555 357 0.03% 0.02% 530 +895 33.65% Q4 2025 Feb 09, 2026
COMMERCE BANK History Added to 3,528 353 0.0% 0.0% 531 +746 26.82% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History Added to 3,419 343 0.04% 0.04% 532 +39 1.15% Q4 2025 Feb 13, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 3,392 340 0.07% 0.08% 533 -1,523 -30.99% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,397 340 0.08% 0.08% 534 +10 0.3% Q4 2025 Jan 09, 2026
Headlands Technologies LLC History No change 3,385 339 0.03% 0.03% 535 0 0.0% Q4 2025 Feb 13, 2026
Evergreen Wealth Partners LLC History New 3,338 334 0.28% — 536 +3,338 New Q4 2025 Feb 05, 2026
Canal Capital Management, LLC History Added to 3,275 328 0.05% 0.04% 537 +635 24.05% Q4 2025 Jan 06, 2026
Arrowroot Family Office, LLC History Reduced 3,254 326 0.12% 0.17% 538 -869 -21.08% Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 3,209 321 0.01% 1.21% 539 -330,128 -99.04% Q4 2025 Feb 12, 2026
Ethos Financial Group, LLC History Added to 3,180 320 0.02% 0.03% 540 +1 0.03% Q4 2025 Jan 20, 2026
JNBA Financial Advisors History Reduced 3,151 316 0.03% 0.03% 541 -261 -7.65% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History No change 3,159 316 0.01% 0.01% 542 0 0.0% Q4 2025 Jan 06, 2026
Charter Oak Capital Management, LLC History No change 3,153 316 0.02% 0.02% 543 0 0.0% Q4 2025 Jan 23, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,090 311 0.19% 0.2% 544 0 0.0% Q4 2025 Feb 24, 2026
BAKER BOYER NATIONAL BANK History New 3,092 310 0.09% — 545 +3,092 New Q4 2025 Feb 03, 2026
Capital Group Private Client Services, Inc. History Added to 3,093 310 0.0% 0.01% 546 +34 1.11% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 3,069 307 0.0% 0.0% 547 -16,910 -84.64% Q4 2025 Feb 10, 2026
Advisor Resource Council History New 3,067 307 0.11% — 548 +3,067 New Q4 2025 Feb 10, 2026
TopTier Wealth Management, LLC History New 3,058 306 0.21% — 549 +3,058 New Q4 2025 Feb 12, 2026
Ducere Wealth Management LLC History New 3,044 305 0.12% — 550 +3,044 New Q4 2025 Feb 17, 2026
North Forty Two & Co. History No change 2,996 300 0.28% 0.29% 551 0 0.0% Q4 2025 Feb 09, 2026
Accelerate Investment Advisors LLC History Added to 2,931 294 0.2% 0.2% 552 +32 1.1% Q4 2025 Jan 12, 2026
MATHER GROUP, LLC. History Reduced 2,923 293 0.0% 0.0% 553 -554 -15.93% Q4 2025 Jan 13, 2026
Ascension Capital Advisors, Inc. History Reduced 2,913 292 0.1% 0.19% 554 -1,962 -40.25% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History New 2,884 290 0.01% — 555 +2,884 New Q4 2025 Feb 05, 2026
Independent Advisor Alliance History New 2,866 287 0.01% — 556 +2,866 New Q4 2025 Feb 04, 2026
Investment Advisory Group, LLC History Added to 2,826 283 0.07% 0.08% 557 +5 0.18% Q4 2025 Jan 23, 2026
Holos Integrated Wealth LLC History Reduced 2,819 282 0.16% 0.21% 558 -754 -21.1% Q4 2025 Jan 05, 2026
Clarity Retirement & Wealth, LLC History New 2,772 278 0.24% — 559 +2,772 New Q4 2025 Feb 11, 2026
Grantvest Financial Group LLC History Reduced 2,762 277 0.18% 0.2% 560 -51 -1.81% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 2,735 274 0.04% — 561 +2,735 New Q4 2025 Feb 09, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 2,716 272 0.09% 0.11% 562 -22 -0.8% Q4 2025 Jan 08, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 2,697 270 0.1% 0.1% 563 0 0.0% Q4 2025 Jan 21, 2026
Lineweaver Wealth Advisors, LLC History New 2,683 269 0.04% — 566 +2,683 New Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History Reduced 2,680 269 0.02% 0.03% 565 -1,144 -29.92% Q4 2025 Jan 23, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 2,684 269 0.12% 0.1% 564 +447 19.98% Q4 2025 Jan 29, 2026
FLOW TRADERS U.S. LLC History Reduced 2,666 268 0.01% 0.02% 568 -3,113 -53.87% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 2,675 268 0.0% 0.0% 567 -1,611 -37.59% Q4 2025 Jan 30, 2026
Linscomb Wealth, Inc. History Added to 2,666 267 0.01% 0.01% 569 +5 0.19% Q4 2025 Feb 10, 2026
Strait & Sound Wealth Management LLC History Reduced 2,637 264 0.1% 0.13% 571 -756 -22.28% Q4 2025 Feb 04, 2026
TWO SIGMA SECURITIES, LLC History Reduced 2,636 264 0.04% 0.04% 570 -251 -8.69% Q4 2025 Feb 17, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History New 2,624 263 0.14% — 573 +2,624 New Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Reduced 2,629 263 0.02% 0.03% 572 -1,625 -38.2% Q4 2025 Jan 29, 2026
WEALTH ALLIANCE, LLC History Reduced 2,617 262 0.03% 0.04% 574 -854 -24.6% Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History No change 2,593 260 0.02% 0.02% 575 0 0.0% Q4 2025 Feb 13, 2026
Meriwether Wealth & Planning, LLC History Reduced 2,585 259 0.15% 0.15% 576 -38 -1.45% Q4 2025 Jan 14, 2026
Crewe Advisors LLC History No change 2,576 258 0.02% 0.02% 577 0 0.0% Q4 2025 Jan 16, 2026
Nordwand Advisors, LLC History No change 2,579 258 0.05% 0.04% 578 0 0.0% Q4 2025 Feb 03, 2026
Integrated Capital Management, LLC History No change 2,565 257 0.11% 0.11% 579 0 0.0% Q4 2025 Jan 26, 2026
XTX Topco Ltd History Reduced 2,552 256 0.01% 0.02% 580 -708 -21.72% Q4 2025 Feb 17, 2026
Drake & Associates, LLC History Reduced 2,550 255 0.05% 0.07% 582 -795 -23.77% Q4 2025 Feb 23, 2026
Fisher Asset Management, LLC History Added to 2,546 255 0.0% 0.0% 581 +482 23.35% Q4 2025 Feb 09, 2026
Argent Trust Co History No change 2,501 250 0.01% 0.01% 583 0 0.0% Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History Added to 2,483 249 0.08% 0.09% 584 +17 0.69% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Reduced 2,443 245 0.0% 0.0% 585 -4,301 -63.78% Q4 2025 Feb 17, 2026
Harvest Investment Services, LLC History Reduced 2,450 245 0.05% 0.06% 586 -570 -18.87% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History New 2,433 244 0.01% — 587 +2,433 New Q4 2025 Feb 04, 2026
Capital Asset Advisory Services LLC History New 2,430 243 0.01% — 588 +2,430 New Q4 2025 Jan 09, 2026
Motiv8 Investments LLC History New 2,426 243 0.13% — 590 +2,426 New Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Added to 2,423 243 0.03% 0.03% 589 +73 3.11% Q4 2025 Jan 26, 2026
Symphony Financial, Ltd. Co. History New 2,350 236 0.03% — 591 +2,350 New Q4 2025 Feb 11, 2026
Ironwood Investment Counsel, LLC History New 2,345 235 0.03% — 592 +2,345 New Q4 2025 Feb 06, 2026
LongView Wealth Management History Added to 2,341 235 0.06% 0.06% 593 +15 0.64% Q4 2025 Jan 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 2,308 231 0.0% 0.01% 595 -426 -15.58% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 2,308 231 0.03% 0.03% 594 +4 0.17% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 2,293 230 0.01% 0.0% 596 +1,185 106.95% Q4 2025 Feb 11, 2026
Argos Wealth Advisors, LLC History New 2,290 229 0.06% — 597 +2,290 New Q4 2025 Feb 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 2,265 227 0.01% 0.02% 598 -100 -4.23% Q4 2025 Jan 07, 2026
IEQ CAPITAL, LLC History Added to 2,265 227 0.0% 0.0% 599 +4 0.18% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Added to 2,258 226 0.05% 0.05% 600 +167 7.99% Q4 2025 Feb 17, 2026
Apella Capital, LLC History No change 2,258 226 0.0% 0.01% 601 0 0.0% Q4 2025 Jan 21, 2026
Bangor Savings Bank History New 2,231 223 0.02% — 602 +2,231 New Q4 2025 Jan 16, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 2,231 223 0.07% 0.07% 603 +25 1.13% Q4 2025 Feb 04, 2026
ADE, LLC History No change 2,220 222 0.11% 0.11% 604 0 0.0% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 2,176 218 0.0% 0.01% 605 -3,368 -60.75% Q4 2025 Feb 05, 2026
1900 WEALTH MANAGEMENT LLC History Added to 2,182 218 0.01% 0.01% 606 +10 0.46% Q4 2025 Jan 20, 2026
Legacy Financial Strategies, LLC History Reduced 2,171 217 0.04% 0.04% 607 -1 -0.05% Q4 2025 Jan 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 2,154 216 0.02% — 608 +2,154 New Q4 2025 Feb 12, 2026
Clear Harbor Asset Management, LLC History Reduced 2,148 215 0.01% 0.03% 609 -2,253 -51.19% Q4 2025 Feb 10, 2026
Onyx Bridge Wealth Group LLC History Added to 2,116 212 0.02% 0.02% 610 +99 4.91% Q4 2025 Feb 18, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 2,117 212 0.02% 0.02% 611 +22 1.05% Q4 2025 Feb 12, 2026
Five Pine Wealth Management History Reduced 2,111 211 0.14% 0.14% 612 -101 -4.57% Q4 2025 Jan 21, 2026
Stewardship Advisors, LLC History Reduced 2,089 209 0.05% 0.05% 613 -5 -0.24% Q4 2025 Jan 15, 2026
Lakeridge Wealth Management LLC History New 2,049 205 0.09% — 615 +2,049 New Q4 2025 Jan 07, 2026
BIP Wealth, LLC History No change 2,050 205 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 21, 2026
BRIGHT FINANCIAL ADVISORS, INC. History New 2,026 203 0.1% — 617 +2,026 New Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History No change 2,030 203 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 09, 2026
StrongBox Wealth, LLC History Reduced 2,013 202 0.07% 0.14% 618 -2,189 -52.09% Q4 2025 Jan 21, 2026
Wallace Hart LLC History Reduced 2,023 202 0.15% 0.17% 619 -277 -12.04% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 2,005 201 0.01% — 620 +2,005 New Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 1,998 200 0.0% — 622 +1,998 New Q4 2025 Feb 10, 2026
Sloy Dahl & Holst, LLC History No change 2,000 200 0.02% 0.02% 621 0 0.0% Q4 2025 Feb 04, 2026
Marex Group plc History No change 2,000 200 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 12, 2026
Tradewinds Capital Management, LLC History No change 1,902 190 0.04% 0.04% 624 0 0.0% Q4 2025 Jan 14, 2026
CENTRAL TRUST Co History Reduced 1,805 181 0.0% 0.0% 625 -220 -10.86% Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,769 177 0.01% 0.01% 626 0 0.0% Q4 2025 Jan 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,677 168 0.13% — 627 +1,677 New Q4 2025 Feb 11, 2026
Avalon Trust Co History No change 1,641 164 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 1,623 162 0.01% 0.01% 629 0 0.0% Q4 2025 Feb 04, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 1,568 157 0.01% 0.01% 630 -201 -11.36% Q4 2025 Jan 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,555 156 0.0% 0.0% 631 0 0.0% Q4 2025 Jan 22, 2026
New Millennium Group LLC History Reduced 1,521 152 0.07% 0.08% 632 -269 -15.03% Q4 2025 Feb 06, 2026
Pacific Center for Financial Services History No change 1,430 144 0.04% 0.04% 633 0 0.0% Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History New 1,265 127 0.06% — 634 +1,265 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History New 1,101 110 0.03% — 635 +1,101 New Q4 2025 Feb 17, 2026
Clayton Financial Group LLC History New 986 98 0.05% — 636 +986 New Q4 2025 Jan 21, 2026
NVWM, LLC History No change 920 92 0.02% 0.02% 637 0 0.0% Q4 2025 Jan 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 875 87 0.01% — 638 +875 New Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History Reduced 810 81 0.03% 0.66% 639 -9,955 -92.48% Q4 2025 Feb 06, 2026
Prestige Wealth Management Group LLC History Reduced 800 80 0.02% 0.03% 640 -719 -47.33% Q4 2025 Feb 11, 2026
CX Institutional History Reduced 736 74 0.0% 0.01% 641 -3,237 -81.47% Q4 2025 Feb 02, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 735 73 0.02% 0.03% 642 0 0.0% Q4 2025 Jan 23, 2026
Quattro Advisors LLC History New 716 71 0.06% — 643 +716 New Q4 2025 Feb 13, 2026
Aspect Partners, LLC History No change 700 70 0.03% 0.03% 644 0 0.0% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History New 659 66 0.0% — 645 +659 New Q4 2025 Jan 07, 2026
Legacy Wealth Managment, LLC/ID History Added to 662 66 0.03% 0.01% 647 +384 138.13% Q4 2025 Feb 03, 2026
Washington Trust Advisors, Inc. History Reduced 659 66 0.01% 0.01% 646 -321 -32.76% Q4 2025 Feb 03, 2026
Colonial Trust Co / SC History No change 645 64 0.01% 0.01% 648 0 0.0% Q4 2025 Feb 12, 2026
Mascoma Wealth Management LLC History No change 618 62 0.01% 0.01% 649 0 0.0% Q4 2025 Feb 04, 2026
Cherry Tree Wealth Management, LLC History New 599 60 0.01% — 651 +599 New Q4 2025 Feb 10, 2026
Wagner Wealth Management, LLC History Reduced 599 60 0.01% 0.01% 650 -2 -0.33% Q4 2025 Jan 30, 2026
Register Financial Advisors LLC History Added to 595 59 0.02% 0.02% 652 +1 0.17% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History Reduced 567 56 0.0% 0.01% 654 -1,463 -72.07% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Added to 561 56 0.0% 0.0% 653 +166 42.03% Q4 2025 Feb 11, 2026
Clarity Asset Management, Inc. History Added to 538 54 0.03% 0.03% 655 +6 1.13% Q4 2025 Feb 13, 2026
Lummis Asset Management, LP History No change 541 54 0.03% 0.04% 656 0 0.0% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Reduced 529 53 0.0% 0.0% 657 -224 -29.75% Q4 2025 Feb 13, 2026
SHP Wealth Management History New 498 49 0.0% — 658 +498 New Q4 2025 Mar 04, 2026
AMERICAN NATIONAL BANK & TRUST History No change 459 46 0.0% 0.0% 659 0 0.0% Q4 2025 Jan 20, 2026
Aventura Private Wealth, LLC History No change 452 45 0.02% 0.02% 660 0 0.0% Q4 2025 Jan 07, 2026
McIlrath & Eck, LLC History No change 413 41 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 03, 2026
BOK Financial Private Wealth, Inc. History New 399 40 0.0% — 662 +399 New Q4 2025 Feb 06, 2026
Longview Financial Advisors LLC History Added to 406 40 0.02% 0.02% 663 +8 2.01% Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History New 395 39 0.01% — 665 +395 New Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 394 39 0.0% 0.0% 664 +28 7.65% Q4 2025 Feb 06, 2026
Networth Advisors, LLC History New 381 38 0.03% — 666 +381 New Q4 2025 Jan 22, 2026
Quarry LP History New 360 36 0.01% — 668 +360 New Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History No change 364 36 0.02% 0.01% 667 0 0.0% Q4 2025 Jan 09, 2026
BFSG, LLC History No change 351 35 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 22, 2026
Disciplina Capital Management LLC History No change 355 35 0.0% 0.0% 670 0 0.0% Q4 2025 Feb 11, 2026
Cornerstone Planning Group LLC History Reduced 325 32 0.0% 0.0% 671 -3,799 -92.12% Q4 2025 Feb 02, 2026
Financial Gravity Asset Management, Inc. History Reduced 297 29 0.01% 0.01% 672 -6 -1.98% Q4 2025 Feb 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 296 29 0.02% 0.03% 673 0 0.0% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Added to 271 27 0.0% 0.0% 674 +25 10.16% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Reduced 250 25 0.0% 0.0% 675 -30 -10.71% Q4 2025 Feb 12, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 213 21 0.01% 0.01% 676 0 0.0% Q4 2025 Feb 09, 2026
1 NORTH WEALTH SERVICES LLC History No change 218 21 0.01% 0.01% 677 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 200 20 0.0% — 678 +200 New Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Added to 200 20 0.01% 0.0% 680 +135 207.69% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History Added to 203 20 0.0% 0.0% 679 +120 144.58% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History No change 199 19 0.0% 0.0% 681 0 0.0% Q4 2025 Jan 05, 2026
CVA Family Office, LLC History Reduced 153 15 0.0% 0.0% 682 -171 -52.78% Q4 2025 Jan 12, 2026
Redwood Park Advisors LLC History New 150 15 0.01% — 684 +150 New Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Added to 156 15 0.01% 0.01% 683 +57 57.58% Q4 2025 Feb 17, 2026
Monetary Solutions, Ltd History New 140 14 0.01% — 687 +140 New Q4 2025 Feb 23, 2026
Root Financial Partners, LLC History Reduced 146 14 0.0% 0.0% 686 -17 -10.43% Q4 2025 Feb 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 140 14 0.0% 0.0% 685 0 0.0% Q4 2025 Jan 20, 2026
Costello Asset Management, INC History Reduced 127 12 0.0% 0.0% 688 -21 -14.19% Q4 2025 Feb 03, 2026
1620 INVESTMENT ADVISORS, INC. History No change 124 12 0.01% 0.01% 689 0 0.0% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History No change 117 11 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 30, 2026
TSFG, LLC History Added to 103 10 0.0% 0.0% 693 +1 0.98% Q4 2025 Feb 04, 2026
Oakworth Capital, Inc. History No change 109 10 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 30, 2026
Front Row Advisors LLC History No change 100 10 0.0% 0.0% 692 0 0.0% Q4 2025 Feb 12, 2026
WOLFF WIESE MAGANA LLC History No change 100 10 0.01% 0.01% 694 0 0.0% Q4 2025 Jan 14, 2026
True Wealth Design, LLC History No change 100 10 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 08, 2026
Tower Research Capital LLC (TRC) History Reduced 90 9 0.0% 0.0% 696 -2 -2.17% Q4 2025 Feb 17, 2026
Y.D. More Investments Ltd History No change 99 9 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 21, 2026
Park Square Financial Group, LLC History Added to 78 7 0.04% 0.02% 699 +25 47.17% Q4 2025 Feb 05, 2026
Luminist Capital LLC History No change 70 7 0.01% 0.01% 698 0 0.0% Q4 2025 Feb 13, 2026
Caldwell Trust Co History No change 72 7 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 30, 2026
Cordant, Inc. History Reduced 66 6 0.0% 0.0% 702 -41 -38.32% Q4 2025 Jan 12, 2026
Sound Income Strategies, LLC History Added to 66 6 0.0% 0.0% 701 +1 1.54% Q4 2025 Jan 21, 2026
TUCKER ASSET MANAGEMENT LLC History New 58 5 0.0% — 704 +58 New Q4 2025 Feb 05, 2026
FIDUCIARY ADVISORS, INC. History New 51 5 0.0% — 705 +51 New Q4 2025 Jan 27, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 50 5 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 17, 2026
Truvestments Capital LLC History New 38 3 0.0% — 707 +38 New Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Added to 36 3 0.0% 0.0% 706 +1 2.86% Q4 2025 Jan 27, 2026
Key FInancial Inc History No change 39 3 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 09, 2026
IFC & Insurance Marketing, Inc. History New 23 2 0.0% — 713 +23 New Q4 2025 Feb 12, 2026
Center for Financial Planning, Inc. History New 20 2 0.0% — 710 +20 New Q4 2025 Feb 05, 2026
Anfield Capital Management, LLC History No change 28 2 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 03, 2026
Financial Network Wealth Advisors LLC History No change 23 2 0.0% 0.0% 711 0 0.0% Q4 2025 Feb 13, 2026
Millstone Evans Group, LLC History No change 24 2 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 02, 2026
MidFirst Bank History New 19 1 0.0% — 717 +19 New Q4 2025 Feb 25, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 10 1 0.0% — 716 +10 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 12 1 0.0% 0.0% 714 0 0.0% Q4 2025 Feb 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 16 1 0.0% 0.0% 715 0 0.0% Q4 2025 Jan 30, 2026
Moment Partners, LLC History Closed out 0 0 — 3.64% — -204,416 -100.0% Q3 2025 Nov 06, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 1.39% — -30,979 -100.0% Q3 2025 Nov 06, 2025
AG Asset Advisory, LLC History Closed out 0 0 — 1.92% — -22,955 -100.0% Q3 2025 Nov 06, 2025
Range Financial Group LLC History Closed out 0 0 — 0.79% — -21,646 -100.0% Q3 2025 Oct 17, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 — 0.17% — -14,641 -100.0% Q3 2025 Oct 29, 2025
Mittelman Wealth Management History Closed out 0 0 — 0.94% — -14,214 -100.0% Q3 2025 Nov 17, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.07% — -12,109 -100.0% Q3 2025 Oct 21, 2025
HUB Investment Partners, LLC History Closed out 0 0 — 0.04% — -10,968 -100.0% Q3 2025 Nov 12, 2025
Concorde Financial Corp History Closed out 0 0 — 0.51% — -9,233 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.01% — -8,275 -100.0% Q3 2025 Nov 13, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.07% — -7,744 -100.0% Q3 2025 Nov 12, 2025
Infinity Wealth Counsel, LLC History Closed out 0 0 — 0.67% — -6,907 -100.0% Q3 2025 Oct 07, 2025
BigSur Wealth Management LLC History Closed out 0 0 — 0.16% — -6,600 -100.0% Q3 2025 Oct 14, 2025
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 — 0.01% — -4,500 -100.0% Q3 2025 Nov 12, 2025
Empirical Asset Management, LLC History Closed out 0 0 — 0.12% — -4,200 -100.0% Q3 2025 Nov 12, 2025
LifeGoal Investments, LLC History Closed out 0 0 — 0.34% — -4,091 -100.0% Q3 2025 Nov 24, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.02% — -3,745 -100.0% Q3 2025 Oct 30, 2025
LifeWealth Investments, LLC History Closed out 0 0 — 0.12% — -3,637 -100.0% Q3 2025 Jan 26, 2026
Philip James Wealth Mangement, LLC History Closed out 0 0 — 0.04% — -3,463 -100.0% Q3 2025 Oct 24, 2025
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -3,183 -100.0% Q3 2025 Nov 14, 2025
WEATHERLY ASSET MANAGEMENT L. P. History Closed out 0 0 — 0.03% — -3,116 -100.0% Q3 2025 Oct 16, 2025
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -2,754 -100.0% Q3 2025 Oct 09, 2025
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -2,584 -100.0% Q3 2025 Nov 03, 2025
Heritage Trust Co History Closed out 0 0 — 0.03% — -2,550 -100.0% Q3 2025 Nov 12, 2025
Advisors Capital Management, LLC History Closed out 0 0 — 0.0% — -2,426 -100.0% Q3 2025 Nov 07, 2025
FIRST CITIZENS BANK & TRUST CO History Closed out 0 0 — 0.01% — -2,422 -100.0% Q3 2025 Oct 31, 2025
Premier Financial Group History Closed out 0 0 — 0.06% — -2,400 -100.0% Q3 2025 Oct 20, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.03% — -2,378 -100.0% Q3 2025 Nov 03, 2025
BBR PARTNERS, LLC History Closed out 0 0 — 0.01% — -2,304 -100.0% Q3 2025 Nov 07, 2025
Shepherd Financial Partners LLC History Closed out 0 0 — 0.02% — -2,194 -100.0% Q3 2025 Nov 07, 2025
FIRETHORN WEALTH PARTNERS, LLC History Closed out 0 0 — 0.08% — -2,113 -100.0% Q3 2025 Oct 08, 2025
Gibbs Wealth Management History Closed out 0 0 — 0.05% — -2,087 -100.0% Q3 2025 Oct 30, 2025
EVERPAR ADVISORS LLC History Closed out 0 0 — 0.08% — -1,994 -100.0% Q3 2025 Oct 17, 2025
ALERUS FINANCIAL NA History Closed out 0 0 — 0.01% — -1,359 -100.0% Q3 2025 Nov 10, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 — 0.01% — -955 -100.0% Q3 2025 Nov 13, 2025
BESSEMER GROUP INC History Closed out 0 0 — 0.0% — -830 -100.0% Q3 2025 Nov 05, 2025
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.01% — -799 -100.0% Q3 2025 Nov 13, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.05% — -725 -100.0% Q3 2025 Oct 15, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.04% — -538 -100.0% Q3 2025 Nov 06, 2025
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.01% — -167 -100.0% Q3 2025 Oct 07, 2025
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -158 -100.0% Q3 2025 Oct 31, 2025
FARMERS & MERCHANTS INVESTMENTS INC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 17, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -39 -100.0% Q3 2025 Nov 14, 2025
Orion Capital Management LLC History Closed out 0 0 — 0.0% — -36 -100.0% Q3 2025 Oct 31, 2025
MOTCO History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 22, 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
Darwin Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q4 2025 Jan 22, 2026