VanEck ETF Trust - MOAT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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
LPL Financial LLC History Added to 6,583,657 681,803 0.19% 0.18% 1 +180,972 2.83% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 6,414,541 664,289 0.04% 0.04% 2 -201,027 -3.04% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 6,043,398 625,854 0.05% 0.04% 3 -240,174 -3.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,035,510 314,357 0.1% 0.1% 4 -179,591 -5.59% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,292,420 237,403 0.04% 0.04% 5 -29,644 -1.28% Q4 2025 Feb 13, 2026
Boulay Financial Advisors, LLC History Added to 2,132,699 220,862 25.97% 29.48% 6 +13,325 0.63% Q4 2025 Feb 12, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,984,526 205,519 4.22% 4.66% 7 -642,791 -24.47% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,369,181 141,792 0.19% 0.2% 8 -183,570 -11.82% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,238,884 128,298 0.08% 0.07% 9 +137,632 12.5% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 1,171,379 121,308 0.13% 0.14% 10 -52,069 -4.26% Q4 2025 Feb 17, 2026
Southern Farm Bureau Life Insurance History Added to 1,107,967 114,720 11.85% 9.88% 11 +262,940 31.12% Q4 2025 Jan 28, 2026
UBS Group AG History Added to 1,106,486 114,587 0.02% 0.02% 12 +131,322 13.47% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Reduced 931,507 96,457 0.02% 0.02% 13 -138,430 -12.94% Q4 2025 Feb 17, 2026
Provenance Wealth Advisors, LLC History Reduced 891,309 92,303 10.23% 11.69% 14 -21,568 -2.36% Q4 2025 Jan 26, 2026
FIRST FOUNDATION ADVISORS History Reduced 760,526 78,760 2.97% 2.93% 15 -39,291 -4.91% Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 752,273 77,905 0.01% — 16 +752,273 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 688,390 71,290 0.19% 0.19% 17 -18,154 -2.57% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 665,834 68,953 0.11% 0.13% 18 -128,782 -16.21% Q4 2025 Feb 18, 2026
CWM, LLC History Reduced 646,558 66,958 0.18% 0.2% 19 -35,717 -5.23% Q4 2025 Jan 26, 2026
SFMG, LLC History Added to 640,814 66,362 4.45% 4.34% 20 +9,698 1.54% Q4 2025 Feb 10, 2026
Verde Capital Management History Added to 626,318 64,861 13.83% 13.35% 21 +18,449 3.04% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 596,396 61,750 0.37% — 22 +596,396 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 583,301 60,430 0.09% 0.1% 23 -158,602 -21.38% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 578,478 59,907 0.07% 0.07% 24 -25,398 -4.21% Q4 2025 Feb 06, 2026
Kelman-Lazarov, Inc. History Added to 556,020 57,581 8.22% 8.1% 25 +4,855 0.88% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 516,693 53,508 0.03% 0.03% 26 +1,269 0.25% Q4 2025 Feb 10, 2026
Apriem Advisors History Added to 513,241 53,151 4.88% 4.63% 27 +19,418 3.93% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 504,592 52,254 0.05% 0.04% 28 +13,315 2.71% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 493,013 51,056 0.02% 0.02% 29 -97,919 -16.57% Q4 2025 Feb 10, 2026
Leelyn Smith, LLC History Added to 491,426 50,892 7.36% 7.3% 30 +2,687 0.55% Q4 2025 Jan 28, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 483,727 50,075 7.92% 8.09% 31 -2,208 -0.45% Q4 2025 Jan 08, 2026
REGATTA CAPITAL GROUP, LLC History Added to 475,656 49,258 7.44% 7.22% 32 +14,467 3.14% Q4 2025 Jan 13, 2026
Harbor Group, Inc. History Added to 471,886 48,868 7.31% 7.06% 33 +23,926 5.34% Q4 2025 Jan 12, 2026
OneDigital Investment Advisors LLC History Reduced 466,619 48,323 0.47% 0.52% 34 -43,916 -8.6% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 565,557 47,650 5.21% 5.03% 35 +120,007 26.93% Q4 2025 Feb 18, 2026
CEERA INVESTMENTS, LLC History Reduced 434,412 44,987 17.38% 14.47% 36 -33,633 -7.19% Q4 2025 Feb 09, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 399,693 41,392 9.98% 9.69% 37 +12,231 3.16% Q4 2025 Jan 23, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 395,654 40,973 8.55% 8.89% 38 -15,756 -3.83% Q4 2025 Jan 22, 2026
Private Advisor Group, LLC History Reduced 395,325 40,939 0.19% 0.19% 39 -2,468 -0.62% Q4 2025 Feb 17, 2026
Summit Asset Management, LLC History Added to 382,063 39,566 5.6% 5.75% 40 +4,749 1.26% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Added to 375,398 38,876 0.48% 0.47% 41 +1,699 0.45% Q4 2025 Feb 05, 2026
JNBA Financial Advisors History Reduced 374,604 38,794 3.39% 3.45% 42 -8,186 -2.14% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 355,411 37,816 0.05% 0.06% 43 -37,507 -9.55% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Added to 355,168 36,781 0.76% 0.62% 44 +42,952 13.76% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 340,760 35,290 0.05% 0.05% 45 +3,986 1.18% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 296,122 30,666 1.0% 1.0% 46 +975 0.33% Q4 2025 Feb 13, 2026
Richmond Investment Services, LLC History Reduced 295,973 30,650 5.3% 5.5% 47 -2,152 -0.72% Q4 2025 Feb 12, 2026
Planned Solutions, Inc. History Reduced 291,739 30,212 9.69% 10.18% 48 -6,945 -2.33% Q4 2025 Jan 28, 2026
Buttonwood Financial Advisors Inc. History Reduced 287,210 29,743 9.92% 10.19% 49 -11,353 -3.8% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Reduced 279,505 28,945 0.06% 0.06% 50 -3,179 -1.12% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 279,045 28,897 0.33% 0.36% 51 -27,170 -8.87% Q4 2025 Jan 15, 2026
Geneos Wealth Management Inc. History Reduced 261,638 27,095 0.66% 0.74% 52 -33,543 -11.36% Q4 2025 Jan 28, 2026
NewEdge Advisors, LLC History Reduced 257,497 26,666 0.1% 0.12% 53 -676 -0.26% Q4 2025 Feb 18, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 256,000 26,511 0.07% 0.09% 54 -24,000 -8.57% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 254,843 26,391 0.3% 0.43% 55 +3,957 1.58% Q4 2025 Jan 29, 2026
Virtus Wealth Solutions LLC History Reduced 252,532 26,152 4.96% 5.0% 56 -9,768 -3.72% Q4 2025 Jan 29, 2026
SHP Wealth Management History New 247,698 25,652 2.0% — 57 +247,698 New Q4 2025 Mar 04, 2026
Activest Wealth Management History Added to 235,643 24,403 4.56% 4.6% 58 +6,184 2.7% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 230,044 23,823 0.04% 0.03% 59 +89,477 63.65% Q4 2025 Mar 16, 2026
MML INVESTORS SERVICES, LLC History Added to 218,967 22,676 0.06% 0.05% 60 +16,512 8.16% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History Reduced 214,645 22,228 11.11% 10.94% 61 -4,655 -2.12% Q4 2025 Jan 21, 2026
Creative Planning History Reduced 214,601 22,224 0.02% 0.02% 62 -10,802 -4.79% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 213,781 22,139 0.43% 0.44% 63 +2,475 1.17% Q4 2025 Jan 14, 2026
Berkshire Money Management, Inc. History Added to 212,614 22,018 2.1% 2.12% 64 +4,743 2.28% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Reduced 212,036 21,958 0.32% 0.33% 65 -4,276 -1.98% Q4 2025 Feb 13, 2026
Visionary Wealth Advisors History Reduced 211,896 21,943 0.99% 1.05% 66 -15,357 -6.76% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 211,192 21,871 0.12% 0.12% 67 +3,765 1.82% Q4 2025 Feb 12, 2026
Ethos Financial Group, LLC History Reduced 207,777 21,517 1.59% 1.72% 68 -13,473 -6.09% Q4 2025 Jan 20, 2026
Bank of New York Mellon Corp History Reduced 207,282 21,466 0.0% 0.0% 69 -7,367 -3.43% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 203,493 21,074 0.35% 0.35% 70 -3,854 -1.86% Q4 2025 Feb 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 200,093 20,721 11.36% — 71 +200,093 New Q4 2025 Apr 07, 2026
Harbour Trust & Investment Management Co History Reduced 195,593 20,255 2.07% 2.01% 72 -751 -0.38% Q4 2025 Jan 28, 2026
Etesian Wealth Advisors, Inc. History Added to 191,301 19,811 6.21% 6.19% 73 +2,066 1.09% Q4 2025 Feb 11, 2026
Altus Wealth Group LLC History Added to 187,849 19,453 7.77% 7.27% 74 +9,240 5.17% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 183,585 19,012 0.01% 0.01% 75 -17,672 -8.78% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History Reduced 178,472 18,482 2.3% 2.34% 76 -1,044 -0.58% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 178,305 18,473 0.03% 0.0% 77 +169,063 1829.29% Q4 2025 Feb 05, 2026
Graver Capital Management, LLC History Added to 177,795 18,412 14.55% 13.82% 78 +12,295 7.43% Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 176,868 18,309 2.84% — 79 +176,868 New Q4 2025 Jan 05, 2026
James J. Burns & Company, LLC History Added to 172,986 17,914 2.47% 2.41% 80 +9,650 5.91% Q4 2025 Jan 23, 2026
HBW ADVISORY SERVICES LLC History Added to 170,926 17,701 1.92% 1.78% 81 +11,272 7.06% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 170,836 17,694 0.02% 0.02% 82 +8,013 4.92% Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 165,522 17,141 0.1% 0.1% 83 -3,420 -2.02% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 164,189 17,003 0.09% 0.09% 84 -5,424 -3.2% Q4 2025 Jan 12, 2026
Obermeyer Wealth Partners History Reduced 160,193 16,589 0.76% 0.75% 85 -1,550 -0.96% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Reduced 160,022 16,571 0.37% 0.43% 86 -8,631 -5.12% Q4 2025 Feb 06, 2026
Tanager Wealth Management LLP History Reduced 159,781 16,546 1.65% 2.13% 87 -44,582 -21.82% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 158,888 16,454 0.06% — 88 +158,888 New Q4 2025 Feb 13, 2026
S.E.E.D. Planning Group LLC History Added to 156,113 16,167 4.61% 4.43% 89 +2,571 1.67% Q4 2025 Jan 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 155,865 16,141 0.2% 0.24% 90 -30,738 -16.47% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Reduced 153,239 15,869 0.09% 0.11% 91 -29,157 -15.99% Q4 2025 Feb 03, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Added to 152,891 15,833 1.78% 0.72% 92 +89,304 140.44% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Reduced 147,143 15,238 0.08% 0.13% 93 -104,378 -41.5% Q4 2025 Jan 29, 2026
Family Office Research LLC History Reduced 138,019 14,407 5.89% 6.15% 94 -3,885 -2.74% Q4 2025 Feb 09, 2026
Joseph Group Capital Management History Reduced 133,939 13,870 3.64% 3.75% 95 -126 -0.09% Q4 2025 Jan 30, 2026
Goldstone Financial Group, LLC History Added to 133,918 13,868 1.54% 1.5% 96 +5,610 4.37% Q4 2025 Feb 13, 2026
Coastline Complete Wealth LLC History New 128,435 13,300 8.38% — 97 +128,435 New Q4 2025 Feb 24, 2026
AlphaCore Capital LLC History Added to 125,839 13,031 0.29% 0.37% 98 +13,588 12.11% Q4 2025 Feb 05, 2026
Fermata Advisors, LLC History Added to 125,070 12,952 3.11% 3.07% 99 +3,073 2.52% Q4 2025 Jan 08, 2026
Robertson Stephens Wealth Management, LLC History Added to 124,895 12,934 0.34% 0.37% 100 +135 0.11% Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History Added to 124,047 12,846 0.18% 0.15% 101 +1,910 1.56% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Added to 123,838 12,824 0.0% 0.0% 102 +1,661 1.36% Q4 2025 Feb 11, 2026
Napier Financial, LLC History New 123,650 12,805 3.2% — 103 +123,650 New Q4 2025 Feb 11, 2026
Philip James Wealth Mangement, LLC History Added to 119,634 12,389 1.44% 1.37% 104 +1,482 1.25% Q4 2025 Jan 20, 2026
&PARTNERS History Added to 117,088 12,122 0.06% 0.07% 105 +3,876 3.42% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 114,332 11,840 0.02% 0.02% 106 -4,455 -3.75% Q4 2025 Feb 13, 2026
Employees' Retirement Fund of the City of Fort Worth History Reduced 108,074 11,192 5.01% 6.09% 107 -10,800 -9.09% Q4 2025 Feb 11, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 106,560 11,035 0.83% 0.8% 108 +414 0.39% Q4 2025 Feb 05, 2026
Farrow Financial, Inc. History Reduced 105,205 10,895 6.26% 6.05% 109 -6 -0.01% Q4 2025 Jan 27, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 103,390 10,707 8.97% 8.4% 110 -134 -0.13% Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History Added to 102,123 10,575 0.04% 0.04% 111 +20,194 24.65% Q4 2025 Feb 13, 2026
Aspen Wealth Strategies, LLC History Reduced 99,571 10,311 5.64% 8.98% 112 -63,560 -38.96% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Reduced 96,964 10,041 0.64% 0.66% 113 -4,078 -4.04% Q4 2025 Feb 05, 2026
Janney Montgomery Scott LLC History Added to 94,525 9,789 0.02% 0.02% 114 +96 0.1% Q4 2025 Feb 11, 2026
TPG Advisors LLC History Added to 93,685 9,701 6.04% 6.02% 115 +1,360 1.47% Q4 2025 Jan 21, 2026
46 Peaks LLC History New 93,587 9,691 7.11% — 116 +93,587 New Q4 2025 Feb 26, 2026
Focus Partners Wealth History Added to 92,047 9,532 0.01% 0.01% 117 +48,952 113.59% Q4 2025 Feb 13, 2026
Acorn Wealth Advisors, LLC History Reduced 89,674 9,286 2.77% 2.99% 118 -6,612 -6.87% Q4 2025 Feb 10, 2026
Ferguson Shapiro LLC History Added to 88,831 9,199 2.83% 2.27% 119 +18,022 25.45% Q4 2025 Jan 26, 2026
PURSUE WEALTH PARTNERS LLC History Added to 88,384 9,153 4.45% 4.79% 120 +416 0.47% Q4 2025 Jan 26, 2026
NorthCrest Asset Manangement, LLC History Added to 85,930 9,009 0.2% 0.2% 121 +2,976 3.59% Q4 2025 Jan 08, 2026
EnRich Financial Partners LLC History Reduced 85,404 8,844 2.41% 2.45% 122 -1,412 -1.63% Q4 2025 Jan 28, 2026
MCF Advisors LLC History Added to 85,275 8,831 0.49% 0.0% 123 +85,194 105177.78% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Added to 84,598 8,760 0.16% 0.17% 124 +2,520 3.07% Q4 2025 Jan 16, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 84,591 8,760 1.02% 1.03% 125 -234 -0.28% Q4 2025 Jan 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 84,481 8,748 1.84% 1.36% 126 +31,878 60.6% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 83,173 8,613 5.69% 5.54% 127 -4,180 -4.79% Q4 2025 Feb 10, 2026
Onyx Bridge Wealth Group LLC History Reduced 82,973 8,592 0.91% 0.91% 128 -1,834 -2.16% Q4 2025 Feb 18, 2026
FWG Holdings, LLC History No change 84,541 8,560 3.25% 3.69% 129 0 0.0% Q4 2025 Feb 02, 2026
Beaumont Financial Advisors, LLC History Reduced 81,363 8,425 0.55% 0.55% 130 -1,691 -2.04% Q4 2025 Jan 16, 2026
Allworth Financial LP History New 78,704 8,150 0.03% — 131 +78,704 New Q4 2025 Feb 05, 2026
CABOT WEALTH MANAGEMENT INC History Added to 78,104 8,088 0.89% 0.79% 132 +5,919 8.2% Q4 2025 Feb 03, 2026
Morningstar Investment Management LLC History No change 77,770 8,054 0.48% 0.28% 133 0 0.0% Q4 2025 Feb 09, 2026
Copley Financial Group, Inc. History Added to 77,580 8,034 4.97% 4.99% 134 +3,922 5.32% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 76,584 7,931 0.05% 0.07% 135 -25,004 -24.61% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Reduced 76,397 7,911 0.22% 0.28% 136 -21,303 -21.8% Q4 2025 Jan 30, 2026
Elevation Capital Advisory, LLC History Added to 76,162 7,887 3.22% 0.6% 137 +61,040 403.65% Q4 2025 Jan 26, 2026
Darrow Company, Inc. History Reduced 74,419 7,706 3.46% 3.58% 138 -1,583 -2.08% Q4 2025 Jan 27, 2026
Eagle Strategies LLC History Added to 72,789 7,538 0.96% 0.95% 139 +1,162 1.62% Q4 2025 Jan 23, 2026
Paller Financial Services Inc History New 72,275 7,484 6.0% — 140 +72,275 New Q4 2025 Jan 15, 2026
Boomfish Wealth Group, LLC History Reduced 72,191 7,476 4.0% 4.14% 141 -5,231 -6.76% Q4 2025 Jan 21, 2026
American National Bank of Texas History Reduced 71,471 7,401 7.11% 6.72% 142 -609 -0.84% Q4 2025 Jan 08, 2026
Corient Private Wealth LLC History Reduced 70,582 7,241 0.01% 0.01% 143 -2,460 -3.37% Q4 2025 Mar 09, 2026
Roundview Capital LLC History Reduced 69,364 7,183 0.44% 0.47% 144 -5,538 -7.39% Q4 2025 Feb 09, 2026
Koss-Olinger Consulting, LLC History New 68,990 7,145 0.55% — 145 +68,990 New Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 67,559 6,996 0.04% 0.04% 146 -1,122 -1.63% Q4 2025 Jan 29, 2026
BOSTON FAMILY OFFICE LLC History Added to 66,197 6,855 0.43% 0.37% 147 +8,218 14.17% Q4 2025 Feb 13, 2026
TME FINANCIAL, INC. History Added to 65,182 6,750 4.74% 2.04% 148 +37,684 137.04% Q4 2025 Jan 27, 2026
WIMMER ASSOCIATES 1, LLC History Added to 64,768 6,707 3.12% 3.03% 149 +1,074 1.69% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Added to 64,323 6,661 1.18% 1.14% 150 +5,878 10.06% Q4 2025 Mar 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 64,136 6,641 0.09% 0.08% 151 +6,222 10.74% Q4 2025 Feb 10, 2026
Laurel Wealth Planning LLC History Added to 64,078 6,635 3.68% 3.27% 152 +1,670 2.68% Q4 2025 Jan 23, 2026
Tacita Capital Inc History Reduced 63,891 6,616 3.83% 3.84% 153 -210 -0.33% Q4 2025 Feb 11, 2026
TTP Investments, Inc. History Added to 62,880 6,511 2.12% 1.83% 154 +13 0.02% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 61,319 6,350 0.03% 0.02% 155 -2,147 -3.38% Q4 2025 Jan 29, 2026
Gladstone Institutional Advisory LLC History Reduced 60,821 6,298 0.24% 0.23% 156 -666 -1.08% Q4 2025 Feb 17, 2026
Cornerstone Advisory, LLC History Reduced 59,329 6,144 0.59% 0.6% 157 -2,408 -3.9% Q4 2025 Jan 28, 2026
Allen Capital Group, LLC History Reduced 58,291 6,036 0.55% 0.57% 158 -2,965 -4.84% Q4 2025 Feb 09, 2026
LEGACY SOLUTIONS, LLC History Reduced 58,122 6,019 5.29% 5.47% 159 -3,278 -5.34% Q4 2025 Jan 14, 2026
Argent Trust Co History Added to 57,800 5,985 0.21% 0.2% 160 +1,564 2.78% Q4 2025 Feb 10, 2026
Sunpointe, LLC History Added to 57,442 5,948 1.97% 1.87% 161 +5,217 9.99% Q4 2025 Jan 23, 2026
Midwest Financial Group LLC History Added to 56,914 5,894 2.6% 2.69% 162 +30 0.05% Q4 2025 Jan 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 55,956 5,794 0.08% 0.18% 163 -62,734 -52.86% Q4 2025 Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 55,898 5,788 0.1% 0.03% 164 +41,089 277.46% Q4 2025 Feb 19, 2026
Fortune Financial Advisors, LLC History Reduced 55,604 5,758 3.88% 4.2% 165 -788 -1.4% Q4 2025 Jan 23, 2026
Selby Wealth Management, LLC History New 54,902 5,685 2.29% — 166 +54,902 New Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 53,248 5,514 0.11% 0.12% 167 -1,192 -2.19% Q4 2025 Feb 06, 2026
Beacon Pointe Advisors, LLC History Reduced 52,359 5,422 0.04% 0.04% 168 -559 -1.06% Q4 2025 Feb 18, 2026
Tranquility Partners, LLC History Reduced 52,005 5,385 1.94% 1.81% 169 -2,185 -4.03% Q4 2025 Feb 03, 2026
Ducere Wealth Management LLC History New 51,648 5,348 2.1% — 170 +51,648 New Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 51,508 5,334 0.1% 0.1% 171 -64 -0.12% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 49,600 5,136 0.01% 0.01% 172 -1,564 -3.06% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History Added to 51,034 5,066 0.02% 0.02% 173 +1,601 3.24% Q4 2025 Feb 10, 2026
Capital Investment Advisory Services, LLC History Reduced 48,458 5,018 0.35% 0.38% 174 -140 -0.29% Q4 2025 Jan 21, 2026
AVALON CAPITAL MANAGEMENT History Added to 48,374 5,009 1.2% 0.9% 175 +11,114 29.83% Q4 2025 Feb 11, 2026
Betterment LLC History Added to 47,991 4,970 0.01% 0.01% 176 +8,037 20.12% Q4 2025 Feb 12, 2026
Farrell Financial LLC History Reduced 47,757 4,945 2.92% 2.99% 177 -337 -0.7% Q4 2025 Jan 12, 2026
SMITH, MOORE & CO. History Reduced 47,273 4,895 0.37% 0.42% 178 -7,563 -13.79% Q4 2025 Jan 23, 2026
Sterling Investment Advisors, Ltd. History Reduced 47,149 4,882 0.9% 0.93% 179 -889 -1.85% Q4 2025 Feb 09, 2026
FLAGSTAR ADVISORS INC History Reduced 46,996 4,866 1.63% 1.47% 180 -1,380 -2.85% Q4 2025 Jan 13, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 45,521 4,714 1.26% 1.22% 181 +430 0.95% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Reduced 45,275 4,688 0.11% 0.11% 182 -189 -0.42% Q4 2025 Feb 17, 2026
FMR LLC History Added to 45,260 4,687 0.0% 0.0% 183 +2,781 6.55% Q4 2025 Feb 17, 2026
TOMPKINS FINANCIAL CORP History Reduced 45,228 4,683 0.36% 0.38% 184 -777 -1.69% Q4 2025 Jan 08, 2026
Rehmann Capital Advisory Group History Reduced 44,906 4,650 0.24% 0.25% 185 -1,230 -2.67% Q4 2025 Mar 04, 2026
PSI Advisors, LLC History Added to 44,599 4,618 1.16% 1.13% 186 +422 0.96% Q4 2025 Feb 09, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 44,587 4,617 0.54% 0.61% 187 -6,350 -12.47% Q4 2025 Feb 03, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 44,278 4,585 0.58% 1.27% 188 -48,648 -52.35% Q4 2025 Jan 15, 2026
Goepper Burkhardt LLC History Reduced 44,154 4,572 1.49% 1.53% 189 -1,144 -2.53% Q4 2025 Feb 09, 2026
StoneX Group Inc. History Added to 43,391 4,494 0.2% 0.17% 190 +3,066 7.6% Q4 2025 Feb 12, 2026
Stonebridge Financial Planning Group, LLC History Reduced 42,667 4,418 1.59% 1.6% 191 -363 -0.84% Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Reduced 42,648 4,416 0.2% 0.23% 192 -1,207 -2.75% Q4 2025 Feb 05, 2026
CENTAURUS FINANCIAL, INC. History Reduced 42,366 4,387 0.2% 0.21% 193 -2,238 -5.02% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 42,359 4,386 0.19% 0.19% 194 -2,260 -5.07% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 42,308 4,381 0.0% 0.0% 195 +6,851 19.32% Q4 2025 Feb 17, 2026
Darwin Wealth Management, LLC History Added to 42,175 4,367 1.36% 1.21% 196 +3,676 9.55% Q4 2025 Jan 22, 2026
WealthPLAN Partners, LLC History Reduced 42,028 4,352 0.65% 0.66% 197 -2,351 -5.3% Q4 2025 Feb 12, 2026
Financial Partners Group, Inc History Reduced 41,115 4,306 0.5% 0.61% 198 -8,067 -16.4% Q4 2025 Feb 03, 2026
Paragon Advisors, LLC History Reduced 41,433 4,290 1.17% 1.21% 199 -5,728 -12.15% Q4 2025 Jan 12, 2026
KINTRA WEALTH, LLC History New 41,048 4,250 0.59% — 200 +41,048 New Q4 2025 Feb 18, 2026
Ayalon Insurance Comp Ltd. History Added to 40,584 4,203 1.02% 1.01% 201 +330 0.82% Q4 2025 Jan 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 40,476 4,191 0.06% 0.07% 202 -1,142 -2.74% Q4 2025 Feb 12, 2026
Opal Wealth Advisors, LLC History Reduced 40,237 4,166 1.09% 1.12% 203 -554 -1.36% Q4 2025 Jan 26, 2026
Capital Developers, LLC History New 39,227 4,062 3.64% — 204 +39,227 New Q4 2025 Jan 30, 2026
Atlas Wealth LLC History Added to 38,593 3,996 1.21% 1.0% 205 +7,462 23.97% Q4 2025 Feb 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 37,727 3,907 0.23% 0.25% 206 -3,223 -7.87% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 36,443 3,774 0.01% 0.01% 207 +87 0.24% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Reduced 36,063 3,734 0.04% 0.07% 208 -9,784 -21.34% Q4 2025 Jan 23, 2026
Mawer Investment Management Ltd. History New 36,020 3,730 0.02% — 209 +36,020 New Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 35,440 3,670 0.17% 0.17% 210 -814 -2.25% Q4 2025 Feb 17, 2026
RDA Financial Network History Added to 35,284 3,654 0.88% 0.85% 211 +525 1.51% Q4 2025 Jan 06, 2026
Global Retirement Partners, LLC History Reduced 35,113 3,636 0.06% 0.08% 212 -624 -1.75% Q4 2025 Feb 06, 2026
Lunt Capital Management, Inc. History Reduced 35,077 3,632 1.36% 1.67% 213 -9,032 -20.48% Q4 2025 Jan 23, 2026
Burns Matteson Capital Management, LLC History Reduced 35,039 3,628 1.27% 1.53% 214 -4,075 -10.42% Q4 2025 Jan 15, 2026
IRON Financial LLC History Reduced 33,746 3,494 1.61% 1.64% 215 -876 -2.53% Q4 2025 Jan 22, 2026
Trajan Wealth LLC History Reduced 33,433 3,462 0.14% 0.15% 217 -2,142 -6.02% Q4 2025 Feb 06, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 33,434 3,462 0.23% 0.24% 216 -2,047 -5.77% Q4 2025 Jan 23, 2026
BLAIR WILLIAM & CO/IL History Reduced 33,378 3,456 0.01% 0.01% 218 -2,183 -6.14% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 33,133 3,431 0.09% 0.01% 219 +30,311 1074.1% Q4 2025 Feb 17, 2026
YHB Investment Advisors, Inc. History Reduced 32,383 3,353 0.23% 0.33% 220 -12,478 -27.81% Q4 2025 Jan 16, 2026
VestGen Advisors, LLC History Reduced 31,927 3,306 0.14% 0.21% 221 -32,003 -50.06% Q4 2025 Feb 17, 2026
Tactive Advisors, LLC History Reduced 31,774 3,290 0.96% 0.9% 222 -269 -0.84% Q4 2025 Jan 09, 2026
Jacksonville Wealth Management, LLC History Added to 31,699 3,282 2.32% 2.26% 223 +627 2.02% Q4 2025 Feb 04, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 31,552 3,267 1.78% 1.82% 224 -1,148 -3.51% Q4 2025 Feb 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 31,524 3,264 0.0% 0.0% 225 -12,374 -28.19% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC / MO History New 31,131 3,223 2.79% — 226 +31,131 New Q4 2025 Feb 04, 2026
Collaborative Wealth Managment Inc. History Reduced 30,841 3,193 1.13% 1.31% 227 -1,934 -5.9% Q4 2025 Feb 09, 2026
XML Financial, LLC History Reduced 30,696 3,178 0.26% 0.41% 228 -19,861 -39.28% Q4 2025 Feb 11, 2026
Cutler Capital Management, LLC History Added to 30,598 3,168 0.92% 0.89% 229 +2,570 9.17% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 29,652 3,070 0.09% 0.09% 230 +658 2.27% Q4 2025 Feb 19, 2026
Lionsbridge Wealth Management LLC History Added to 29,410 3,045 3.08% 2.78% 231 +921 3.23% Q4 2025 Jan 26, 2026
Turning Point Benefit Group, Inc. History Added to 29,293 3,033 1.58% 1.39% 232 +6,381 27.85% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 29,219 3,025 0.06% 0.06% 233 +4,327 17.38% Q4 2025 Feb 09, 2026
BXM Wealth LLC History Added to 99,078 3,022 2.33% 2.46% 234 +72,904 278.54% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 28,992 3,002 0.02% 0.03% 235 +429 1.5% Q4 2025 Feb 17, 2026
Westshore Wealth, LLC History Reduced 28,562 2,957 0.98% 1.13% 236 -4,864 -14.55% Q4 2025 Feb 25, 2026
Vantage Point Financial LLC History Reduced 28,502 2,951 1.06% 1.13% 237 -1,026 -3.47% Q4 2025 Feb 02, 2026
Asset One Wealth Management LLC History New 27,618 2,903 0.4% — 238 +27,618 New Q4 2025 Feb 17, 2026
Creekside Partners History Reduced 27,525 2,850 1.2% 1.26% 239 -1,355 -4.69% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 27,410 2,838 0.06% 0.08% 240 -8,994 -24.71% Q4 2025 Feb 02, 2026
Plotkin Financial Advisors, LLC History Reduced 27,377 2,835 1.38% 5.45% 241 -83,827 -75.38% Q4 2025 Feb 19, 2026
COOKSON PEIRCE & CO INC History Added to 27,103 2,806 0.12% 0.11% 242 +242 0.9% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 26,537 2,748 0.28% 0.35% 243 +11,060 71.46% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 26,084 2,701 0.02% 0.02% 244 +4,864 22.92% Q4 2025 Feb 13, 2026
L & S Advisors Inc History Reduced 25,986 2,691 0.25% 0.25% 245 -20 -0.08% Q4 2025 Feb 05, 2026
Cornerstone Wealth Management, LLC History Added to 25,719 2,663 0.14% 0.13% 246 +1,341 5.5% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 25,678 2,659 0.0% 0.0% 247 +224 0.88% Q4 2025 Feb 06, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 25,390 2,629 1.92% 1.86% 248 +1,539 6.45% Q4 2025 Feb 20, 2026
Cross Staff Investments Inc History Added to 25,230 2,612 1.44% 1.74% 249 +37 0.15% Q4 2025 Feb 27, 2026
Triumph Capital Management History Reduced 25,055 2,594 0.56% 0.68% 250 -656 -2.55% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Reduced 24,953 2,584 0.01% 0.01% 251 -380 -1.5% Q4 2025 Feb 17, 2026
BARINGS LLC History No change 24,935 2,582 0.05% 0.05% 252 0 0.0% Q4 2025 Feb 12, 2026
MONECO ADVISORS, LLC History Added to 24,670 2,554 0.2% 0.11% 253 +11,870 92.73% Q4 2025 Feb 04, 2026
Compass Advisory Group LLC History Added to 24,582 2,545 0.69% 0.67% 254 +331 1.36% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Added to 24,310 2,517 0.08% 0.02% 255 +20,262 500.54% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Reduced 24,246 2,510 0.02% 0.02% 256 -5,848 -19.43% Q4 2025 Feb 12, 2026
HHM Wealth Advisors, LLC History No change 22,981 2,379 0.28% 0.26% 257 0 0.0% Q4 2025 Jan 22, 2026
First Financial Group Corp History Reduced 22,918 2,373 2.02% 2.09% 258 -1,398 -5.75% Q4 2025 Jan 28, 2026
Stratos Wealth Advisors, LLC History Reduced 22,861 2,367 0.11% 0.12% 259 -1,826 -7.4% Q4 2025 Jan 20, 2026
Westview Management dba Westview Investment Advisors History New 22,827 2,363 1.13% — 260 +22,827 New Q4 2025 Jan 09, 2026
Atria Investments, Inc History Reduced 22,697 2,350 0.03% 0.03% 261 -3,848 -14.5% Q4 2025 Feb 05, 2026
LM Advisors LLC History Reduced 243 2,342 0.04% 0.03% 262 -2,099 -89.62% Q4 2025 Feb 13, 2026
Element Squared LLC History Added to 22,612 2,341 1.27% 0.8% 263 +8,406 59.17% Q4 2025 Jan 20, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 22,508 2,330 0.68% 0.7% 264 -1,017 -4.32% Q4 2025 Jan 20, 2026
Wealthfront Advisers LLC History Reduced 22,059 2,284 0.01% 0.01% 265 -18 -0.08% Q4 2025 Jan 30, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 21,927 2,270 0.27% 0.27% 266 -1,268 -5.47% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Reduced 21,650 2,242 0.39% 1.11% 267 -13,046 -37.6% Q4 2025 Jan 26, 2026
Able Wealth Management LLC History Added to 21,589 2,235 0.71% 0.77% 268 +795 3.82% Q4 2025 Jan 27, 2026
Wealth Enhancement Trust Services, Inc. History New 21,492 2,225 0.28% — 269 +21,492 New Q4 2025 Jan 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 21,447 2,221 0.14% 0.14% 270 +248 1.17% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 21,371 2,213 0.03% 0.02% 271 +3,177 17.46% Q4 2025 Jan 20, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 21,197 2,195 0.03% — 272 +21,197 New Q4 2025 Jan 22, 2026
Realta Investment Advisors History Reduced 21,090 2,184 0.71% 0.74% 273 -1,302 -5.81% Q4 2025 Jan 20, 2026
Inspire Advisors, LLC History Reduced 20,967 2,171 0.2% 0.2% 274 -627 -2.9% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 20,873 2,161 0.13% 0.11% 275 +303 1.47% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 20,798 2,154 0.04% 0.05% 276 -5,471 -20.83% Q4 2025 Feb 12, 2026
Provident Wealth Management, LLC History Reduced 20,419 2,114 0.63% 0.69% 277 -2,614 -11.35% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Added to 20,208 2,092 0.05% 0.05% 278 +683 3.5% Q4 2025 Feb 13, 2026
FCA CORP /TX History Reduced 20,142 2,085 0.59% 0.58% 279 -954 -4.52% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 20,081 2,079 0.01% — 280 +20,081 New Q4 2025 Feb 18, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 19,775 2,047 0.62% 0.61% 281 -10 -0.05% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 19,750 2,045 0.01% 0.01% 282 -515 -2.54% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 19,634 2,033 0.0% 0.0% 283 -656 -3.23% Q4 2025 Feb 17, 2026
Cascade Financial Partners, LLC History Reduced 19,535 2,023 0.21% 0.25% 284 -2,910 -12.97% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Reduced 19,458 2,015 0.01% 0.01% 285 -1,744 -8.23% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 18,807 1,947 0.12% 0.11% 286 -435 -2.26% Q4 2025 Jan 20, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 18,498 1,915 0.24% 0.15% 287 -8,656 -31.88% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 18,178 1,882 0.0% 0.0% 288 -283 -1.53% Q4 2025 Feb 17, 2026
Long Island Wealth Management, Inc. History Added to 17,765 1,839 0.87% 0.85% 289 +196 1.12% Q4 2025 Jan 21, 2026
Focus Financial Network, Inc. History Added to 17,494 1,811 0.06% 0.06% 290 +157 0.91% Q4 2025 Jan 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 17,257 1,787 0.09% 0.11% 291 -1,470 -7.85% Q4 2025 Jan 28, 2026
Summit Trail Advisors, LLC History Reduced 17,014 1,761 0.03% 0.02% 292 -108 -0.63% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 16,868 1,746 0.03% 0.03% 293 +211 1.27% Q4 2025 Mar 12, 2026
Fiduciary Planning LLC History Reduced 16,680 1,727 0.52% 0.54% 294 -993 -5.62% Q4 2025 Jan 22, 2026
SageView Advisory Group, LLC History Added to 16,550 1,713 0.06% 0.05% 295 +2,189 15.24% Q4 2025 Feb 17, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 16,360 1,694 0.26% 0.28% 296 -1,411 -7.94% Q4 2025 Jan 12, 2026
SIERRA OCEAN, LLC History Reduced 16,323 1,690 1.4% 1.39% 297 -343 -2.06% Q4 2025 Feb 06, 2026
RCW Management, LLC History New 16,218 1,679 1.7% — 298 +16,218 New Q4 2025 Jan 30, 2026
Chicago Partners Investment Group LLC History Reduced 15,595 1,668 0.04% 0.04% 299 -181 -1.15% Q4 2025 Jan 28, 2026
Garden State Investment Advisory Services LLC History Reduced 16,061 1,663 0.37% 0.6% 300 -11,276 -41.25% Q4 2025 Feb 17, 2026
Rollins Financial Advisors, LLC History Reduced 16,055 1,662 0.24% 0.25% 301 -550 -3.31% Q4 2025 Feb 04, 2026
Advyzon Investment Management, LLC History Added to 15,931 1,649 0.19% 0.21% 302 +3,422 27.36% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History Added to 15,857 1,642 0.9% 0.87% 303 +284 1.82% Q4 2025 Jan 14, 2026
Berger Financial Group, Inc History Reduced 15,719 1,627 0.09% 0.1% 304 -1,430 -8.34% Q4 2025 Jan 27, 2026
Endowment Wealth Management, Inc. History Reduced 15,572 1,612 0.74% 1.67% 305 -21,517 -58.01% Q4 2025 Feb 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 15,370 1,591 0.03% 0.04% 306 -964 -5.9% Q4 2025 Feb 05, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 15,318 1,586 0.38% 0.35% 307 +945 6.57% Q4 2025 Jan 29, 2026
Main Street Financial Solutions, LLC History Reduced 15,140 1,567 0.12% 0.1% 308 -55 -0.36% Q4 2025 Feb 17, 2026
M3 Advisory Group, LLC History Added to 15,039 1,557 0.95% 0.9% 309 +527 3.63% Q4 2025 Jan 16, 2026
MADDEN SECURITIES Corp History No change 15,000 1,553 0.47% 0.45% 310 0 0.0% Q4 2025 Feb 04, 2026
Summit Wealth Partners, LLC History Reduced 14,368 1,487 0.27% 0.27% 311 -853 -5.6% Q4 2025 Jan 27, 2026
NATIXIS ADVISORS, LLC History Added to 14,285 1,479 0.0% 0.0% 312 +2,952 26.05% Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 14,263 1,477 0.34% 0.3% 313 -192 -1.33% Q4 2025 Feb 02, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 14,218 1,472 0.98% 1.04% 314 -402 -2.75% Q4 2025 Jan 07, 2026
ARQ WEALTH ADVISORS, LLC History Added to 14,162 1,466 0.4% 0.38% 315 +1,362 10.64% Q4 2025 Feb 09, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 13,924 1,441 0.83% 0.8% 316 +5 0.04% Q4 2025 Jan 15, 2026
Essex Financial Services, Inc. History Reduced 13,751 1,424 0.08% 0.13% 317 -8,580 -38.42% Q4 2025 Feb 10, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 13,577 1,406 1.03% 1.07% 319 -1,197 -8.1% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History No change 13,579 1,406 0.0% 0.0% 318 0 0.0% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Reduced 13,556 1,404 0.04% 0.05% 320 -357 -2.57% Q4 2025 Feb 12, 2026
WCG Wealth Advisors LLC History Added to 13,525 1,400 0.04% 0.07% 321 +1,566 13.09% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 13,323 1,379 0.0% 0.0% 322 -646 -4.62% Q4 2025 Feb 12, 2026
Rothschild Wealth LLC History Reduced 13,244 1,371 0.13% 0.29% 323 -174 -1.3% Q4 2025 Feb 17, 2026
UPTICK PARTNERS, LLC History Reduced 12,947 1,340 0.29% 0.34% 324 -148 -1.13% Q4 2025 Feb 02, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 12,796 1,325 0.19% 0.21% 325 -728 -5.38% Q4 2025 Jan 12, 2026
WBI INVESTMENTS, LLC History Added to 12,766 1,322 0.34% 0.28% 326 +1,725 15.62% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 12,362 1,311 0.03% 0.03% 327 0 0.0% Q4 2025 Jan 26, 2026
Mendel Money Management History Reduced 12,635 1,308 0.55% 0.54% 328 -282 -2.18% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Reduced 12,418 1,285 0.1% 0.11% 329 -1,328 -9.66% Q4 2025 Feb 17, 2026
CRUX WEALTH ADVISORS History Reduced 12,366 1,280 0.48% 0.77% 330 -7,328 -37.21% Q4 2025 Jan 21, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 12,358 1,279 0.03% 0.47% 331 -154,716 -92.6% Q4 2025 Feb 13, 2026
SouthState Bank Corp History Added to 12,317 1,275 0.06% — 332 +12,309 153862.5% Q4 2025 Feb 11, 2026
Marshall Financial Group, LLC History Reduced 12,146 1,257 0.24% 0.27% 333 -2,091 -14.69% Q4 2025 Jan 09, 2026
PFG Investments, LLC History Added to 12,018 1,244 0.06% 0.06% 334 +516 4.49% Q4 2025 Jan 26, 2026
Pekin Hardy Strauss, Inc. History Added to 11,995 1,242 0.11% 0.11% 335 +1,150 10.6% Q4 2025 Jan 30, 2026
Balance Wealth, LLC History Added to 11,830 1,225 0.39% 0.14% 336 +5,995 102.74% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 27,806 1,223 0.03% 0.05% 337 +1,442 5.47% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 11,734 1,215 0.0% 0.0% 338 -796 -6.35% Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History Reduced 11,718 1,213 0.09% 0.09% 339 -200 -1.68% Q4 2025 Feb 13, 2026
HAZLETT, BURT & WATSON, INC. History Added to 11,620 1,203 0.38% 0.37% 340 +1,110 10.56% Q4 2025 Feb 10, 2026
Soundwatch Capital LLC History Reduced 11,615 1,202 0.19% 0.19% 341 -220 -1.86% Q4 2025 Feb 10, 2026
Cornerstone Financial Group, LLC /NE/ History Reduced 11,544 1,195 0.83% 0.92% 342 -466 -3.88% Q4 2025 Feb 11, 2026
PEAK FINANCIAL ADVISORS LLC History No change 11,427 1,183 0.53% 0.54% 343 0 0.0% Q4 2025 Jan 12, 2026
AlphaStar Capital Management, LLC History Added to 11,396 1,180 0.09% 0.09% 344 +740 6.94% Q4 2025 Feb 02, 2026
John W. Brooker & Co., CPAs History Reduced 11,377 1,178 2.11% 2.4% 345 -531 -4.46% Q4 2025 Jan 13, 2026
SK Wealth Management, LLC History Reduced 11,156 1,171 0.33% 5.33% 346 -131,205 -92.16% Q4 2025 Jan 30, 2026
WARNER FINANCIAL, INC History Added to 11,305 1,171 0.41% 0.41% 347 +132 1.18% Q4 2025 Jan 21, 2026
Echo45 Advisors LLC History New 11,276 1,167 0.67% — 349 +11,276 New Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 11,277 1,167 0.03% 0.03% 348 -2,256 -16.67% Q4 2025 Feb 09, 2026
Heck Capital Advisors, LLC History No change 11,189 1,158 0.09% 0.09% 350 0 0.0% Q4 2025 Jan 16, 2026
Bawa N Mallick Trust History No change 11,000 1,139 0.42% 0.41% 351 0 0.0% Q4 2025 Mar 12, 2026
Rooted Wealth Advisors, Inc. History Reduced 10,728 1,130 0.32% 0.65% 352 -10,213 -48.77% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Added to 10,708 1,109 0.01% 0.01% 353 +2,328 27.78% Q4 2025 Jan 05, 2026
Whipplewood Advisors, LLC History Reduced 10,672 1,105 0.71% 0.71% 354 -145 -1.34% Q4 2025 Feb 17, 2026
Keystone Financial Group History Reduced 10,638 1,101 0.08% 0.08% 355 -31 -0.29% Q4 2025 Feb 06, 2026
Principle Wealth Partners LLC History Added to 10,363 1,073 0.06% 0.06% 356 +69 0.67% Q4 2025 Feb 06, 2026
Archford Capital Strategies, LLC History Reduced 10,277 1,064 0.12% 0.12% 357 -49 -0.47% Q4 2025 Jan 15, 2026
Trademark Financial Management, LLC History Reduced 10,216 1,057 0.58% 0.61% 358 -391 -3.69% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Reduced 10,102 1,046 0.06% 0.06% 359 -259 -2.5% Q4 2025 Jan 20, 2026
Strategic Investment Solutions, Inc. /IL History Added to 9,980 1,033 0.25% 0.26% 360 +13 0.13% Q4 2025 Feb 27, 2026
Castle Rock Wealth Management, LLC History Added to 9,984 1,025 0.22% 0.22% 361 +27 0.27% Q4 2025 Feb 05, 2026
KPP Advisory Services LLC History Reduced 9,890 1,024 0.15% 0.15% 362 -465 -4.49% Q4 2025 Feb 02, 2026
Parkway Wealth Management Group, LLC History New 9,780 1,012 0.14% — 363 +9,780 New Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Reduced 9,647 999 0.05% 0.06% 364 -1 -0.01% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Reduced 9,427 976 0.01% 0.01% 365 -2,278 -19.46% Q4 2025 Jan 28, 2026
PCG Wealth Advisors, LLC History Reduced 9,366 969 0.27% 0.27% 366 -97 -1.03% Q4 2025 Feb 05, 2026
CALTON & ASSOCIATES, INC. History Reduced 9,233 956 0.14% 0.14% 367 -240 -2.53% Q4 2025 Feb 10, 2026
Phraction Management LLC History No change 9,095 941 0.25% 0.26% 368 0 0.0% Q4 2025 Jan 26, 2026
Smart Money Group LLC History Reduced 8,991 931 0.27% 0.28% 369 -586 -6.12% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Added to 8,906 922 0.0% 0.0% 370 +8,300 1369.64% Q4 2025 Feb 13, 2026
Kaydan Wealth Management, Inc. History No change 8,808 912 0.26% 0.25% 371 0 0.0% Q4 2025 Jan 12, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 8,696 900 0.15% 0.17% 372 -1,068 -10.94% Q4 2025 Feb 10, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 8,686 899 0.6% 0.57% 373 +195 2.3% Q4 2025 Feb 05, 2026
MGB Wealth Management, LLC History Added to 8,667 898 0.26% 0.24% 374 +63 0.73% Q4 2025 Feb 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 8,656 896 0.1% 0.12% 375 -1,994 -18.72% Q4 2025 Jan 28, 2026
MEITAV INVESTMENT HOUSE LTD History No change 8,742 894 0.01% 0.01% 376 0 0.0% Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Added to 8,369 866 0.07% 0.07% 377 +41 0.49% Q4 2025 Feb 26, 2026
Ascension Capital Advisors, Inc. History Reduced 8,362 865 0.3% 0.39% 378 -1,832 -17.97% Q4 2025 Feb 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 8,327 862 0.4% 0.5% 379 -1,732 -17.22% Q4 2025 Feb 04, 2026
FIRST COMMUNITY TRUST NA History No change 8,242 853 0.64% 0.63% 380 0 0.0% Q4 2025 Jan 16, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Reduced 8,154 844 0.27% 0.27% 381 -229 -2.73% Q4 2025 Feb 12, 2026
SWMG, LLC History Added to 7,926 836 0.23% 0.24% 382 +103 1.32% Q4 2025 Feb 10, 2026
COFG Advisors, LLC History New 8,040 832 0.21% — 383 +8,040 New Q4 2025 Feb 10, 2026
Cornerstone Wealth Group, LLC History Added to 8,002 828 0.06% 0.05% 384 +45 0.57% Q4 2025 Jan 26, 2026
Maridea Wealth Management LLC History Reduced 7,915 819 0.12% 0.14% 385 -1,055 -11.76% Q4 2025 Jan 08, 2026
Oliver Luxxe Assets LLC History Reduced 7,830 810 0.12% 0.13% 386 -516 -6.18% Q4 2025 Jan 08, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 7,786 806 0.23% 0.21% 387 +854 12.32% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,747 802 0.0% 0.0% 388 +753 10.77% Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Added to 7,742 801 0.28% 0.26% 389 +197 2.61% Q4 2025 Jan 30, 2026
Sovran Advisors, LLC History Reduced 7,419 798 0.07% 0.07% 390 -551 -6.91% Q4 2025 Jan 20, 2026
SAX WEALTH ADVISORS, LLC History Added to 7,661 793 0.04% 0.04% 391 +22 0.29% Q4 2025 Jan 12, 2026
ATX Financial Planning, LLC History New 7,576 784 0.6% — 392 +7,576 New Q4 2025 Feb 19, 2026
Valued Retirements, Inc. History Reduced 7,527 779 0.76% 0.81% 393 -134 -1.75% Q4 2025 Feb 09, 2026
Kovack Advisors, Inc. History Added to 7,475 774 0.04% 0.05% 394 +2,167 40.83% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 7,482 774 0.03% 0.03% 395 -874 -10.46% Q4 2025 Feb 06, 2026
Kingsview Wealth Management, LLC History Added to 7,455 771 0.01% 0.01% 396 +2,239 42.93% Q4 2025 Feb 09, 2026
United Advisor Group, LLC History Added to 7,440 770 0.1% 0.1% 397 +3 0.04% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,431 769 0.01% 0.01% 398 -4,117 -35.65% Q4 2025 Feb 11, 2026
Waldron Private Wealth LLC History New 7,230 748 0.03% — 400 +7,230 New Q4 2025 Jan 14, 2026
Regal Investment Advisors LLC History Reduced 7,226 748 0.04% 0.05% 399 -296 -3.94% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 7,055 730 0.0% 0.0% 401 +113 1.63% Q4 2025 Jan 30, 2026
Beckerman Institutional, LLC History No change 7,019 726 0.41% 0.41% 402 0 0.0% Q4 2025 Feb 10, 2026
Western Pacific Wealth Management, LP History Added to 6,983 723 0.7% 0.66% 403 +116 1.69% Q4 2025 Feb 04, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 6,906 715 0.16% 0.17% 404 +70 1.02% Q4 2025 Feb 17, 2026
Commonwealth Financial Services, LLC History Reduced 6,738 697 0.11% 0.12% 405 -343 -4.84% Q4 2025 Feb 06, 2026
Engineers Gate Manager LP History New 6,696 693 0.01% — 406 +6,696 New Q4 2025 Feb 17, 2026
Indivisible Partners History New 6,602 683 0.07% — 408 +6,602 New Q4 2025 Feb 03, 2026
Pinnacle Financial Partners, Inc. History New 6,601 683 0.01% — 407 +6,601 New Q4 2025 Feb 18, 2026
Autumn Glory Partners, LLC History Reduced 6,540 677 0.24% 0.27% 409 -111 -1.67% Q4 2025 Jan 27, 2026
Moors & Cabot, Inc. History Added to 6,513 674 0.03% 0.03% 410 +6 0.09% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 6,383 661 0.01% 0.0% 411 +518 8.83% Q4 2025 Feb 12, 2026
ProVise Management Group, LLC History Reduced 6,381 660 0.05% 0.05% 412 -200 -3.04% Q4 2025 Jan 29, 2026
Patten Group, Inc. History Reduced 6,372 659 0.12% 0.15% 413 -1,416 -18.18% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 6,309 653 0.01% 0.0% 415 +825 15.04% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 6,310 653 0.02% 0.03% 414 +540 9.36% Q4 2025 Feb 09, 2026
TFR Capital, LLC. History Reduced 6,304 652 0.22% 0.22% 416 -257 -3.92% Q4 2025 Jan 27, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 6,251 647 0.06% 0.06% 417 +76 1.23% Q4 2025 Feb 06, 2026
OakTrust Wealth Advisors, LLC History New 6,210 643 0.59% — 418 +6,210 New Q4 2025 Feb 27, 2026
PRIVATE TRUST CO NA History Added to 6,107 632 0.06% 0.05% 419 +411 7.22% Q4 2025 Jan 26, 2026
Kraft, Davis & Associates, LLC History Reduced 5,910 631 0.14% 0.6% 421 -18,693 -75.98% Q4 2025 Jan 14, 2026
Quad-Cities Investment Group, LLC History Reduced 6,094 631 0.26% 0.26% 420 -71 -1.15% Q4 2025 Jan 14, 2026
Resurgent Financial Advisors LLC History Reduced 6,030 624 0.31% 0.29% 422 -31 -0.51% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,980 619 0.0% 0.0% 423 0 0.0% Q4 2025 Jan 30, 2026
Guardian Capital, LLC History New 5,967 617 0.55% — 424 +5,967 New Q4 2025 Feb 05, 2026
Cresset Asset Management, LLC History Added to 5,823 603 0.0% 0.0% 425 +1,552 36.34% Q4 2025 Feb 17, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 5,631 597 0.09% 0.11% 426 +2,078 58.49% Q4 2025 Jan 07, 2026
360 Financial, Inc. History Reduced 5,763 596 0.18% 0.19% 427 -81 -1.39% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 5,703 590 0.5% 0.3% 428 -22,617 -79.86% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Reduced 5,685 588 0.03% 0.04% 429 -620 -9.83% Q4 2025 Jan 08, 2026
Wilkerson Advisory Group LLC History New 5,663 586 0.21% — 430 +5,663 New Q4 2025 Feb 13, 2026
Dorato Capital Management History New 5,468 586 0.44% — 431 +5,468 New Q4 2025 Jan 16, 2026
Merkkuri Wealth Advisors LLC History Reduced 5,630 583 0.4% 0.6% 432 -2,754 -32.85% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 5,625 582 0.0% 0.0% 433 +604 12.03% Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History Reduced 5,520 571 0.36% 0.62% 434 -3,786 -40.68% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History No change 5,509 570 0.0% 0.0% 435 0 0.0% Q4 2025 Feb 17, 2026
Vision Capital Management, Inc. History No change 5,453 564 0.07% 0.07% 436 0 0.0% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 5,418 561 0.01% 0.01% 438 +975 21.94% Q4 2025 Feb 13, 2026
Dash Acquisitions Inc. History No change 5,329 561 0.12% 0.11% 437 0 0.0% Q4 2025 Feb 05, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 5,384 557 0.13% 0.14% 439 -649 -10.76% Q4 2025 Feb 13, 2026
Anson Capital, Inc. History Reduced 5,345 553 0.4% 0.4% 440 -58 -1.07% Q4 2025 Feb 04, 2026
Glassy Mountain Advisors, Inc. History Reduced 5,323 551 0.17% 0.21% 441 -1,866 -25.96% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Reduced 5,245 543 0.0% 0.0% 442 -41 -0.78% Q4 2025 Feb 10, 2026
Blossom Wealth Management History Reduced 5,216 540 0.89% 0.85% 443 -75 -1.42% Q4 2025 Jan 16, 2026
Asset Dedication, LLC History No change 5,192 537 0.04% 0.03% 444 0 0.0% Q4 2025 Jan 26, 2026
Ameritas Advisory Services, LLC History Reduced 5,162 534 0.02% 0.03% 445 -140 -2.64% Q4 2025 Feb 04, 2026
Neuberger Berman Group LLC History Reduced 5,118 530 0.0% 0.0% 446 -250 -4.66% Q4 2025 Feb 13, 2026
Southland Equity Partners LLC History Reduced 5,093 527 0.1% 0.1% 447 -98 -1.89% Q4 2025 Jan 14, 2026
Smith Thornton Advisors LLC History Added to 4,968 514 0.26% 0.26% 448 +1 0.02% Q4 2025 Jan 14, 2026
QSV Equity Investors LLC History No change 4,950 512 0.76% 0.5% 449 0 0.0% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Reduced 4,933 510 0.03% 0.04% 450 -590 -10.68% Q4 2025 Jan 08, 2026
PFG Advisors History Reduced 4,894 506 0.02% 0.02% 451 -98 -1.96% Q4 2025 Jan 27, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 4,800 506 0.11% 0.12% 452 +81 1.72% Q4 2025 Feb 04, 2026
Princeton Global Asset Management LLC History Reduced 4,830 500 0.08% 0.09% 453 -465 -8.78% Q4 2025 Jan 20, 2026
Stirlingshire Investments, Inc. History New 4,827 499 0.44% — 455 +4,827 New Q4 2025 Feb 11, 2026
First Heartland Consultants, Inc. History Reduced 4,821 499 0.04% 0.04% 454 -318 -6.19% Q4 2025 Jan 09, 2026
CFO4Life Group, LLC History Added to 4,714 488 0.07% 0.07% 456 +29 0.62% Q4 2025 Feb 06, 2026
Integrated Wealth Concepts LLC History Reduced 4,707 487 0.01% 0.01% 457 -1,616 -25.56% Q4 2025 Feb 13, 2026
Fortis Capital Management LLC History New 4,666 483 0.06% — 458 +4,666 New Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Reduced 4,615 477 0.01% 0.01% 459 -751 -14.0% Q4 2025 Feb 03, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,555 471 0.03% 0.03% 460 +48 1.07% Q4 2025 Jan 15, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 4,527 468 0.17% 0.17% 461 -173 -3.68% Q4 2025 Feb 06, 2026
WealthBridge Capital Management, LLC History Added to 4,514 467 0.11% 0.1% 462 +19 0.42% Q4 2025 Jan 21, 2026
WELCH & FORBES LLC History No change 4,506 466 0.01% 0.01% 463 0 0.0% Q4 2025 Feb 10, 2026
Whelan Financial History Added to 4,474 463 0.14% 0.09% 464 +1,712 61.98% Q4 2025 Feb 02, 2026
Family Capital Management, Inc. History No change 4,451 460 0.2% 0.21% 465 0 0.0% Q4 2025 Jan 27, 2026
Atlas Brown,Inc. History Added to 4,431 458 0.14% 0.13% 466 +28 0.64% Q4 2025 Jan 09, 2026
FSC Wealth Advisors, LLC History Reduced 4,395 455 0.74% 0.41% 468 -2,706 -38.11% Q4 2025 Jan 22, 2026
LANDAAS & CO /WI /ADV History Reduced 4,400 455 0.1% 0.1% 467 -19 -0.43% Q4 2025 Jan 21, 2026
Intrua Financial, LLC History Added to 4,384 454 0.05% 0.05% 469 +17 0.39% Q4 2025 Feb 05, 2026
London & Capital Asset Management Ltd History New 4,371 452 0.0% — 470 +4,371 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Reduced 4,150 429 0.0% 0.0% 471 -492 -10.6% Q4 2025 Jan 26, 2026
MILLENNIUM MANAGEMENT LLC History New 4,104 425 0.0% — 472 +4,104 New Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Reduced 4,108 425 0.02% 0.02% 473 -802 -16.33% Q4 2025 Jan 22, 2026
Legacy Financial Strategies, LLC History No change 4,111 425 0.08% 0.07% 474 0 0.0% Q4 2025 Jan 23, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 4,085 423 0.0% 0.0% 475 +560 15.89% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History No change 4,064 420 0.0% 0.0% 476 0 0.0% Q4 2025 Jan 29, 2026
Stiles Financial Services Inc History No change 4,060 420 0.13% 0.13% 477 0 0.0% Q4 2025 Feb 03, 2026
Accelerate Investment Advisors LLC History Added to 4,046 418 0.28% 0.27% 478 +8 0.2% Q4 2025 Jan 12, 2026
IPG Investment Advisors LLC History No change 3,986 412 0.07% 0.07% 479 0 0.0% Q4 2025 Feb 09, 2026
Claro Advisors Inc. History New 3,941 408 0.06% — 480 +3,941 New Q4 2025 Feb 17, 2026
Winter & Associates, Inc. History New 3,905 404 0.37% — 481 +3,905 New Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Reduced 3,835 397 0.03% 0.03% 482 -888 -18.8% Q4 2025 Feb 18, 2026
Financial Engines Advisors L.L.C. History Added to 3,803 393 0.0% 0.0% 483 +618 19.4% Q4 2025 Feb 12, 2026
True North Advisors, LLC History New 3,777 391 0.05% — 484 +3,777 New Q4 2025 Jan 22, 2026
Advisory Services Network, LLC History Added to 3,763 389 0.01% 0.0% 485 +534 16.54% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 3,751 388 0.0% 0.0% 486 -355 -8.65% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 3,684 381 0.03% 0.04% 487 -1,065 -22.43% Q4 2025 Jan 29, 2026
CHOREO, LLC History Reduced 3,619 377 0.0% 0.01% 488 -1,977 -35.33% Q4 2025 Jan 23, 2026
BANK OF HAWAII History No change 3,634 376 0.02% 0.02% 489 0 0.0% Q4 2025 Mar 03, 2026
Ausdal Financial Partners, Inc. History Reduced 3,627 375 0.02% 0.03% 490 -1,810 -33.29% Q4 2025 Feb 13, 2026
Auxano Advisors, LLC History Added to 3,614 374 0.07% 0.06% 491 +691 23.64% Q4 2025 Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 3,597 372 0.01% 0.01% 492 +117 3.36% Q4 2025 Jan 07, 2026
Newbridge Financial Services Group, Inc. History Reduced 3,555 368 0.06% 0.22% 493 -11,300 -76.07% Q4 2025 Jan 21, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 3,518 364 0.04% 0.05% 494 -137 -3.75% Q4 2025 Jan 26, 2026
NewEdge Wealth, LLC History New 3,474 359 0.0% — 495 +3,474 New Q4 2025 Feb 03, 2026
Simplicity Wealth,LLC History Added to 3,458 358 0.02% 0.02% 496 +133 4.0% Q4 2025 Jan 30, 2026
Aventura Private Wealth, LLC History No change 3,426 354 0.13% 0.13% 497 0 0.0% Q4 2025 Jan 07, 2026
MGO ONE SEVEN LLC History Reduced 3,409 353 0.01% 0.01% 498 -265 -7.21% Q4 2025 Feb 03, 2026
TRUE Private Wealth Advisors History Reduced 3,404 352 0.04% 0.03% 499 -53 -1.53% Q4 2025 Feb 13, 2026
Retireful, LLC History Reduced 3,377 349 0.44% 1.33% 500 -10,548 -75.75% Q4 2025 Jan 15, 2026
Sovereign Financial Group, Inc. History Reduced 3,366 348 0.06% 0.06% 501 -8 -0.24% Q4 2025 Jan 07, 2026
Fairscale Capital, LLC History Reduced 3,343 346 0.23% 0.24% 502 -241 -6.72% Q4 2025 Feb 17, 2026
Quartz Partners, LLC History Added to 3,326 344 0.13% 0.11% 503 +342 11.46% Q4 2025 Feb 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 3,316 343 0.01% 0.01% 504 0 0.0% Q4 2025 Feb 04, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 3,307 342 0.23% 0.16% 505 +993 42.91% Q4 2025 Feb 13, 2026
New Insight Wealth Advisors History Reduced 3,310 342 0.12% 0.13% 506 -217 -6.15% Q4 2025 Feb 17, 2026
Westend Capital Management, LLC History No change 3,277 339 0.09% 0.09% 507 0 0.0% Q4 2025 Jan 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,279 339 0.1% 0.1% 508 0 0.0% Q4 2025 Feb 11, 2026
Spire Wealth Management History Reduced 3,272 338 0.01% 0.01% 509 -62 -1.86% Q4 2025 Jan 14, 2026
Madden Advisory Services, Inc. History Reduced 3,211 332 0.13% 0.12% 510 -17 -0.53% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Reduced 3,104 331 0.01% 0.01% 511 -178 -5.42% Q4 2025 Jan 23, 2026
NavPoint Financial, Inc. History Added to 3,163 327 0.14% 0.12% 512 +922 41.14% Q4 2025 Jan 20, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 3,157 326 0.0% 0.0% 514 -3 -0.09% Q4 2025 Feb 02, 2026
Destiny Wealth Partners, LLC History Reduced 3,050 326 0.04% 0.04% 513 -1 -0.03% Q4 2025 Feb 03, 2026
One Capital Management, LLC History Added to 3,143 325 0.01% 0.01% 515 +455 16.93% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History New 3,119 323 0.01% — 516 +3,119 New Q4 2025 Feb 05, 2026
Bay Capital Advisors, LLC History Added to 3,115 322 0.2% 0.2% 518 +8 0.26% Q4 2025 Jan 16, 2026
Freestone Capital Holdings, LLC History Added to 3,114 322 0.01% 0.01% 517 +7 0.23% Q4 2025 Jan 23, 2026
TSG Advice Partners, LLC History New 3,105 321 0.05% — 519 +3,105 New Q4 2025 Feb 17, 2026
Barnett & Company, Inc. History Reduced 3,051 315 0.25% 0.24% 520 -60 -1.93% Q4 2025 Feb 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,030 313 0.0% 0.0% 521 0 0.0% Q4 2025 Feb 13, 2026
Almanack Investment Partners, LLC. History No change 3,029 313 0.05% 0.05% 522 0 0.0% Q4 2025 Jan 29, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,001 311 0.0% 0.0% 523 0 0.0% Q4 2025 Feb 03, 2026
Glass Jacobson Investment Advisors llc History Added to 2,949 305 0.11% 0.1% 524 +36 1.24% Q4 2025 Jan 22, 2026
TD Capital Management LLC History Added to 2,909 301 0.03% 0.03% 525 +18 0.62% Q4 2025 Feb 26, 2026
CITADEL ADVISORS LLC History Reduced 2,900 300 0.0% 0.0% 527 -8,314 -74.14% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,904 300 0.0% 0.0% 526 +1,412 94.64% Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History Reduced 2,863 296 0.03% 0.09% 528 -4,437 -60.78% Q4 2025 Jan 22, 2026
Piedmont Capital Management, LLC History No change 2,820 292 0.15% 0.15% 529 0 0.0% Q4 2025 Feb 13, 2026
Red Mountain Financial, LLC History Reduced 2,815 291 0.29% 0.28% 531 -17 -0.6% Q4 2025 Jan 26, 2026
Clarus Group, Inc. History No change 2,814 291 0.1% 0.1% 530 0 0.0% Q4 2025 Jan 16, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 2,808 290 0.02% — 532 +2,808 New Q4 2025 Feb 12, 2026
TRITONPOINT WEALTH, LLC History Added to 2,803 290 0.03% 0.02% 533 +143 5.38% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Added to 2,782 288 0.01% 0.01% 535 +46 1.68% Q4 2025 Feb 06, 2026
CapWealth Advisors, LLC History Added to 2,786 288 0.02% 0.02% 534 +1 0.04% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 2,768 286 0.01% — 536 +2,768 New Q4 2025 Feb 13, 2026
Elmwood Wealth Management, Inc. History New 2,763 286 0.09% — 537 +2,763 New Q4 2025 Jan 08, 2026
Dynamic Advisor Solutions LLC History Reduced 2,738 283 0.01% 0.65% 538 -224,677 -98.8% Q4 2025 Jan 09, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 2,739 283 0.06% 0.06% 539 -300 -9.87% Q4 2025 Feb 04, 2026
Future Financial Wealth Managment LLC History Reduced 2,679 282 0.19% 0.18% 540 -220 -7.59% Q4 2025 Jan 21, 2026
Roble, Belko & Company, Inc History New 2,700 280 0.04% — 541 +2,700 New Q4 2025 Jan 12, 2026
BlackRock, Inc. History No change 2,704 280 0.0% 0.0% 542 0 0.0% Q4 2025 Feb 12, 2026
Pathfinder Wealth Consulting, Inc. History New 2,695 279 0.18% — 545 +2,695 New Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Added to 2,698 279 0.0% 0.0% 543 +224 9.05% Q4 2025 Jan 28, 2026
CULBERTSON A N & CO INC History No change 2,701 279 0.04% 0.04% 544 0 0.0% Q4 2025 Jan 21, 2026
Carnegie Investment Counsel History Added to 2,663 275 0.01% 0.0% 546 +11 0.41% Q4 2025 Jan 23, 2026
GatePass Capital, LLC History No change 2,648 274 0.14% 0.15% 547 0 0.0% Q4 2025 Feb 09, 2026
FIRST AMERICAN TRUST, FSB History Reduced 2,645 273 0.02% 0.02% 548 -74 -2.72% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 2,638 273 0.01% 0.01% 549 +48 1.85% Q4 2025 Jan 21, 2026
DAVIS R M INC History No change 2,620 271 0.0% 0.0% 550 0 0.0% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History No change 2,593 268 0.05% 0.0% 551 0 0.0% Q4 2025 Mar 04, 2026
Sensible Money, LLC History No change 2,589 268 0.09% 0.09% 552 0 0.0% Q4 2025 Feb 09, 2026
Emergent Wealth Advisors, LLC History Reduced 2,554 264 0.15% 0.16% 553 -197 -7.16% Q4 2025 Jan 14, 2026
Segment Wealth Management, LLC History New 2,522 261 0.02% — 554 +2,522 New Q4 2025 Jan 29, 2026
WADDELL & ASSOCIATES, LLC History No change 2,493 258 0.02% 0.02% 555 0 0.0% Q4 2025 Feb 11, 2026
Bell Bank History No change 2,491 257 0.01% 0.01% 556 0 0.0% Q4 2025 Jan 14, 2026
Lifeworks Advisors, LLC History Added to 2,455 254 0.03% 0.03% 557 +199 8.82% Q4 2025 Feb 13, 2026
Ketron Financial History New 2,452 253 0.08% — 558 +2,452 New Q4 2025 Feb 24, 2026
Snowden Capital Advisors LLC History Reduced 2,437 252 0.01% 0.01% 560 -82 -3.26% Q4 2025 Feb 17, 2026
Legacy Capital Wealth Partners, LLC History No change 2,435 252 0.05% 0.05% 559 0 0.0% Q4 2025 Jan 16, 2026
American Financial Advisors, LLC History Added to 2,431 251 0.03% 0.03% 562 +77 3.27% Q4 2025 Feb 03, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 2,426 251 0.02% 0.02% 561 -20 -0.82% Q4 2025 Jan 12, 2026
Navis Wealth Advisors, LLC History New 2,414 250 0.11% — 563 +2,414 New Q4 2025 Feb 13, 2026
Facet Wealth, Inc. History New 2,350 249 0.0% — 564 +2,350 New Q4 2025 Jan 29, 2026
Stillwater Wealth Management Group History Reduced 2,395 248 0.17% 0.17% 565 -90 -3.62% Q4 2025 Jan 27, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 2,373 247 0.02% 0.12% 566 -13,328 -84.89% Q4 2025 Jan 15, 2026
Savant Capital, LLC History Reduced 2,372 245 0.0% 0.0% 567 -19 -0.79% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History Reduced 2,360 244 0.03% 0.05% 569 -954 -28.79% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 2,362 244 0.0% 0.0% 571 -346 -12.78% Q4 2025 Feb 11, 2026
ROMAN BUTLER FULLERTON & CO History Added to 2,271 244 0.06% 0.06% 568 +71 3.23% Q4 2025 Jan 26, 2026
Portside Wealth Group, LLC History No change 2,363 244 0.03% 0.03% 570 0 0.0% Q4 2025 Jan 21, 2026
First International Bank of Israel Ltd. History Reduced 2,332 241 0.12% 0.14% 572 -186 -7.39% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History New 2,312 239 0.01% — 573 +2,312 New Q4 2025 Jan 27, 2026
WILLNER & HELLER, LLC History Added to 2,293 237 0.17% 0.17% 574 +29 1.28% Q4 2025 Jan 12, 2026
Arete Wealth Advisors, LLC History Reduced 2,266 235 0.01% 0.02% 575 -445 -16.41% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History No change 2,250 233 0.01% 0.01% 576 0 0.0% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History No change 2,233 231 0.02% 0.02% 577 0 0.0% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 2,224 230 0.0% 0.0% 578 +277 14.23% Q4 2025 Feb 11, 2026
Traction Financial Partners, LLC History Reduced 2,223 230 0.14% 0.14% 579 -12 -0.54% Q4 2025 Jan 29, 2026
COMMERCE BANK History No change 2,215 229 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 13, 2026
Gateway Wealth Partners, LLC History No change 2,214 229 0.03% 0.03% 581 0 0.0% Q4 2025 Feb 11, 2026
Saxony Capital Management, LLC History Added to 2,202 228 0.14% 0.14% 582 +37 1.71% Q4 2025 Jan 15, 2026
MSH Capital Advisors LLC History Added to 2,204 228 0.05% 0.06% 584 +25 1.15% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History No change 2,209 228 0.01% 0.01% 583 0 0.0% Q4 2025 Jan 21, 2026
Proficio Capital Partners LLC History New 2,200 227 0.02% — 585 +2,200 New Q4 2025 Feb 12, 2026
GenTrust, LLC History No change 2,200 227 0.01% 0.01% 586 0 0.0% Q4 2025 Feb 02, 2026
Nalls Sherbakoff Group, LLC History No change 2,200 227 0.16% 0.15% 587 0 0.0% Q4 2025 Mar 12, 2026
Randolph Co Inc History Added to 2,189 226 0.02% 0.02% 588 +14 0.64% Q4 2025 Feb 11, 2026
Sonoma Allocations LLC History New 2,150 225 0.07% — 589 +2,150 New Q4 2025 Feb 23, 2026
Smith Partners Wealth Management, LLC History New 2,159 223 0.21% — 591 +2,159 New Q4 2025 Feb 13, 2026
National Wealth Management Group, LLC History New 2,157 223 0.08% — 590 +2,157 New Q4 2025 Jan 12, 2026
LaSalle St. Investment Advisors, LLC History Reduced 2,121 219 0.04% 0.04% 592 -226 -9.63% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History New 2,105 217 0.0% — 593 +2,105 New Q4 2025 Feb 13, 2026
Alchemi Wealth, LLC History New 2,100 217 0.12% — 594 +2,100 New Q4 2025 Feb 13, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 2,066 213 0.08% 0.08% 595 +5 0.24% Q4 2025 Jan 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 2,051 212 0.0% — 596 +2,051 New Q4 2025 Feb 09, 2026
ProCore Advisors, LLC History New 2,045 211 0.22% — 599 +2,045 New Q4 2025 Jan 21, 2026
Lynx Investment Advisory History New 2,043 211 0.12% — 598 +2,043 New Q4 2025 Feb 05, 2026
Landmark Wealth Management, LLC History New 2,039 211 0.08% — 597 +2,039 New Q4 2025 Feb 05, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 2,028 210 0.17% 0.17% 601 +8 0.4% Q4 2025 Jan 21, 2026
Wolff Financial Management LLC History No change 2,029 210 0.05% 0.05% 600 0 0.0% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Reduced 2,005 207 0.07% 0.07% 602 -114 -5.38% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History New 1,991 206 0.0% — 603 +1,991 New Q4 2025 Jan 21, 2026
BENJAMIN EDWARDS INC History New 1,982 205 0.0% — 604 +1,982 New Q4 2025 Feb 02, 2026
REGIONS FINANCIAL CORP History New 1,933 200 0.0% — 605 +1,933 New Q4 2025 Jan 27, 2026
Granite Bay Wealth Management, LLC History New 1,932 200 0.05% — 606 +1,932 New Q4 2025 Feb 05, 2026
Cheviot Value Management, LLC History No change 1,851 196 0.02% 0.02% 607 0 0.0% Q4 2025 Feb 03, 2026
MidFirst Bank History New 1,862 192 0.02% — 608 +1,862 New Q4 2025 Feb 25, 2026
REAP Financial Group, LLC History Added to 1,809 187 0.04% — 609 +1,804 36080.0% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 1,765 182 0.1% — 610 +1,765 New Q4 2025 Feb 18, 2026
Elevated Capital Advisors, LLC History New 1,681 174 0.04% — 611 +1,681 New Q4 2025 Jan 27, 2026
Key FInancial Inc History Reduced 1,627 168 0.03% 0.03% 612 -102 -5.9% Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History Reduced 1,582 163 0.08% 0.12% 613 -1,582 -50.0% Q4 2025 Feb 18, 2026
CoreCap Advisors, LLC History Reduced 1,545 160 0.01% 0.01% 614 -6 -0.39% Q4 2025 Jan 13, 2026
Hilton Head Capital Partners, LLC History New 1,500 155 0.09% — 615 +1,500 New Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,489 154 0.0% — 616 +1,489 New Q4 2025 Feb 13, 2026
Hoese & Co LLP History New 1,448 149 0.11% — 617 +1,448 New Q4 2025 Jan 14, 2026
BARD ASSOCIATES INC History New 1,407 145 0.04% — 618 +1,407 New Q4 2025 Feb 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 1,400 144 0.03% 0.06% 619 -1,400 -50.0% Q4 2025 Jan 27, 2026
Quattro Advisors LLC History New 1,357 140 0.11% — 620 +1,357 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,234 127 0.01% 0.01% 621 +192 18.43% Q4 2025 Feb 10, 2026
PITTENGER & ANDERSON INC History No change 1,200 124 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 02, 2026
Scarborough Advisors, LLC History Added to 1,195 123 0.02% 0.02% 623 +152 14.57% Q4 2025 Feb 17, 2026
BAYBAN History New 1,137 117 0.1% — 624 +1,137 New Q4 2025 Mar 05, 2026
Financial Gravity Asset Management, Inc. History Reduced 1,094 113 0.02% 0.02% 625 -120 -9.88% Q4 2025 Feb 13, 2026
Millstone Evans Group, LLC History No change 1,093 113 0.07% 0.07% 626 0 0.0% Q4 2025 Feb 02, 2026
Crewe Advisors LLC History Reduced 1,086 112 0.01% 0.01% 627 -96 -8.12% Q4 2025 Jan 16, 2026
First PREMIER Bank History No change 1,065 110 0.03% 0.02% 628 0 0.0% Q4 2025 Jan 23, 2026
Capital Analysts, LLC History Added to 1,004 104 0.0% 0.0% 629 +3 0.3% Q4 2025 Feb 11, 2026
TCTC Holdings, LLC History No change 905 93 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 12, 2026
EPG Wealth Management LLC History Added to 854 88 0.02% 0.02% 631 +4 0.47% Q4 2025 Jan 28, 2026
Colonial Trust Co / SC History No change 836 86 0.01% 0.01% 632 0 0.0% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 815 84 0.0% 0.0% 633 -114 -12.27% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 779 80 0.0% — 634 +779 New Q4 2025 Feb 17, 2026
Truvestments Capital LLC History No change 742 76 0.01% 0.01% 635 0 0.0% Q4 2025 Feb 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 714 73 0.02% 0.03% 636 0 0.0% Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History No change 700 72 0.0% 0.0% 637 0 0.0% Q4 2025 Jan 20, 2026
Glassman Wealth Services History Added to 692 71 0.01% 0.01% 638 +1 0.14% Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History Added to 669 69 0.02% 0.05% 639 +180 36.81% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 660 68 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 28, 2026
Jessup Wealth Management, Inc History New 654 67 0.02% — 642 +654 New Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 650 67 0.0% 0.0% 641 +50 8.33% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History Added to 579 61 0.0% 0.0% 643 +157 37.2% Q4 2025 Jan 21, 2026
Key Capital Management, INC History New 560 57 0.06% — 644 +560 New Q4 2025 Jan 26, 2026
Hartford Financial Management Inc. History Added to 513 53 0.01% 0.01% 645 +55 12.01% Q4 2025 Jan 21, 2026
Collier Financial History Added to 506 52 0.04% 0.04% 646 +6 1.2% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 494 51 0.0% 0.0% 647 +6 1.23% Q4 2025 Feb 06, 2026
Centerpoint Advisors, LLC History No change 450 47 0.01% 0.01% 648 0 0.0% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History No change 458 47 0.01% 0.01% 649 0 0.0% Q4 2025 Jan 05, 2026
Y.D. More Investments Ltd History No change 450 46 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 21, 2026
Banque Transatlantique SA History No change 447 46 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 441 45 0.0% — 652 +441 New Q4 2025 Jan 21, 2026
VISION FINANCIAL MARKETS LLC History Reduced 410 42 0.04% 0.04% 653 -19 -4.43% Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History No change 398 41 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 28, 2026
Addison Advisors LLC History No change 405 41 0.01% 0.01% 655 0 0.0% Q4 2025 Feb 06, 2026
Nemes Rush Group LLC History Added to 380 39 0.0% 0.0% 656 +192 102.13% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History No change 368 38 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History No change 360 37 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 315 32 0.0% — 659 +315 New Q4 2025 Jan 07, 2026
Pflug Koory, LLC History Added to 313 32 0.01% 0.01% 660 +4 1.29% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History New 302 31 0.0% — 661 +302 New Q4 2025 Jan 27, 2026
GODSEY & GIBB, INC History No change 304 31 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 27, 2026
Russell Investments Group, Ltd. History Added to 296 30 0.0% 0.0% 663 +112 60.87% Q4 2025 Feb 17, 2026
MCGUIRE CAPITAL ADVISORS INC History New 282 29 0.02% — 666 +282 New Q4 2025 Feb 19, 2026
Physician Wealth Advisors, Inc. History Added to 284 29 0.0% 0.0% 664 +3 1.07% Q4 2025 Jan 29, 2026
Decker Retirement Planning Inc. History No change 283 29 0.01% 0.02% 665 0 0.0% Q4 2025 Jan 26, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 277 28 0.0% 0.0% 667 0 0.0% Q4 2025 Feb 17, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 270 27 0.02% 0.02% 668 0 0.0% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History No change 250 25 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 28, 2026
Independence Bank of Kentucky History Reduced 234 24 0.0% 0.01% 670 -466 -66.57% Q4 2025 Jan 20, 2026
Intelligent Financial Strategies History No change 223 23 0.01% 0.01% 671 0 0.0% Q4 2025 Jan 26, 2026
GAMMA Investing LLC History No change 230 23 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 05, 2026
Blue Trust, Inc. History New 214 22 0.0% — 674 +214 New Q4 2025 Jan 16, 2026
Golden State Wealth Management, LLC History Added to 213 22 0.0% 0.0% 673 +9 4.41% Q4 2025 Feb 13, 2026
Camelot Portfolios, LLC History New 204 21 0.01% — 675 +204 New Q4 2025 Jan 29, 2026
Cherry Tree Wealth Management, LLC History No change 209 21 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 10, 2026
TORONTO DOMINION BANK History New 195 20 0.0% — 678 +195 New Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 196 20 0.0% 0.0% 679 +2 1.03% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 201 20 0.0% 0.0% 680 +1 0.5% Q4 2025 Feb 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 200 20 0.01% 0.01% 677 0 0.0% Q4 2025 Jan 27, 2026
Avion Wealth History Added to 169 17 0.0% 0.0% 681 +2 1.2% Q4 2025 Jan 23, 2026
VAN ECK ASSOCIATES CORP History No change 153 16 0.0% 0.0% 682 0 0.0% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History No change 162 16 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 20, 2026
Keystone Financial Group, Inc. History New 150 15 0.01% — 685 +150 New Q4 2025 Jan 16, 2026
BESSEMER GROUP INC History No change 145 15 0.0% 0.0% 684 0 0.0% Q4 2025 Feb 05, 2026
Coastline Trust Co History Added to 138 14 0.0% — 686 +132 2200.0% Q4 2025 Jan 05, 2026
Rossby Financial, LCC History Reduced 138 14 0.0% 0.01% 687 -60 -30.3% Q4 2025 Feb 12, 2026
Creative Capital Management Investments LLC History New 103 10 0.0% — 688 +103 New Q4 2025 Jan 23, 2026
Signature Equity Partners, LLC History New 93 9 0.0% — 689 +93 New Q4 2025 Feb 17, 2026
CX Institutional History New 77 8 0.0% — 691 +77 New Q4 2025 Feb 02, 2026
Motiv8 Investments LLC History New 75 8 0.0% — 694 +75 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History No change 81 8 0.0% 0.0% 690 0 0.0% Q4 2025 Feb 02, 2026
Archer Investment Corp History No change 83 8 0.0% 0.0% 692 0 0.0% Q4 2025 Jan 30, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 85 8 0.0% 0.0% 693 0 0.0% Q4 2025 Jan 09, 2026
Kohmann Bosshard Financial Services, LLC History New 75 7 0.0% — 696 +75 New Q4 2025 Jan 30, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 75 7 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 23, 2026
Inlight Wealth Management, LLC History No change 68 7 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone National Bank & Trust Co History No change 77 7 0.0% 0.0% 698 0 0.0% Q4 2025 Jan 29, 2026
Goodman Advisory Group, LLC History New 67 6 0.0% — 699 +67 New Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 50 5 0.0% 0.0% 700 -21 -29.58% Q4 2025 Jan 14, 2026
SBI Securities Co., Ltd. History Reduced 54 5 0.0% 0.0% 701 -8 -12.9% Q4 2025 Feb 03, 2026
HM PAYSON & CO History New 33 3 0.0% — 702 +33 New Q4 2025 Feb 12, 2026
BFSG, LLC History Reduced 24 2 0.0% 0.0% 703 -56 -70.0% Q4 2025 Jan 22, 2026
IFC & Insurance Marketing, Inc. History New 20 2 0.0% — 704 +20 New Q4 2025 Feb 12, 2026
Crews Bank & Trust History New 16 1 0.0% — 707 +16 New Q4 2025 Jan 21, 2026
Orion Capital Management LLC History New 14 1 0.0% — 705 +14 New Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History No change 18 1 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management LLP History No change 10 1 0.0% — 708 0 0.0% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Closed out 0 0 — 0.0% — -83,297 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.02% — -43,652 -100.0% Q3 2025 Nov 10, 2025
McCarthy & Cox History Closed out 0 0 — 0.93% — -40,947 -100.0% Q3 2025 Oct 14, 2025
Tower Research Capital LLC (TRC) History Reduced 5 0 — 0.04% — -13,021 -99.96% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Closed out 0 0 — 0.0% — -12,008 -100.0% Q3 2025 Nov 07, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.03% — -8,180 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -6,454 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -5,184 -100.0% Q3 2025 Oct 14, 2025
Sageworth Trust Co of South Dakota History Closed out 0 0 — 0.44% — -4,679 -100.0% Q3 2025 Nov 04, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -3,906 -100.0% Q3 2025 Nov 14, 2025
Sugar Maple Asset Management, LLC History Closed out 0 0 — 0.27% — -3,838 -100.0% Q3 2025 Oct 29, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -3,800 -100.0% Q3 2025 Nov 13, 2025
Arlington Financial Advisors, LLC History Closed out 0 0 — 0.05% — -3,382 -100.0% Q3 2025 Oct 10, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.01% — -2,863 -100.0% Q3 2025 Nov 14, 2025
Santori & Peters, Inc. History Closed out 0 0 — 0.1% — -2,793 -100.0% Q3 2025 Oct 15, 2025
Essex Bank History Closed out 0 0 — 0.06% — -2,703 -100.0% Q3 2025 Nov 04, 2025
MEMBERS WEALTH LLC History Closed out 0 0 — 0.17% — -2,649 -100.0% Q3 2025 Nov 13, 2025
ECLECTIC ASSOCIATES INC /ADV History Closed out 0 0 — 0.05% — -2,486 -100.0% Q3 2025 Oct 09, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.13% — -2,455 -100.0% Q3 2025 Oct 23, 2025
HUB Investment Partners, LLC History Closed out 0 0 — 0.01% — -2,269 -100.0% Q3 2025 Nov 12, 2025
Capasso Planning Partners LLC History Closed out 0 0 — 0.13% — -2,178 -100.0% Q3 2025 Nov 12, 2025
Matthew Goff Investment Advisor, LLC History Closed out 0 0 — 0.04% — -2,115 -100.0% Q3 2025 Oct 15, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 — 0.01% — -2,070 -100.0% Q3 2025 Nov 12, 2025
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 — 0.0% — -1,838 -100.0% Q3 2025 Nov 13, 2025
Rakuten Investment Management, Inc. History Closed out 0 0 — 0.0% — -1,612 -100.0% Q3 2025 Oct 30, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.04% — -1,425 -100.0% Q3 2025 Nov 13, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -1,189 -100.0% Q3 2025 Nov 12, 2025
Minot DeBlois Advisors LLC History Closed out 0 0 — 0.1% — -1,135 -100.0% Q3 2025 Nov 13, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.06% — -838 -100.0% Q3 2025 Oct 07, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.02% — -832 -100.0% Q3 2025 Nov 07, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.03% — -758 -100.0% Q3 2025 Oct 08, 2025
MASECO LLP History Closed out 0 0 — 0.0% — -584 -100.0% Q3 2025 Nov 12, 2025
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.0% — -576 -100.0% Q3 2025 Nov 05, 2025
Fairman Group, LLC History Closed out 0 0 — 0.04% — -475 -100.0% Q3 2025 Oct 31, 2025
IAG Wealth Partners, LLC History Closed out 0 0 — 0.0% — -378 -100.0% Q3 2025 Nov 12, 2025
Paladin Advisory Group, LLC History Closed out 0 0 — 0.03% — -347 -100.0% Q3 2025 Nov 05, 2025
TD Waterhouse Canada Inc. History Closed out 0 0 — 0.0% — -255 -100.0% Q3 2025 Nov 03, 2025
TSFG, LLC History Closed out 0 0 — 0.0% — -221 -100.0% Q3 2025 Nov 04, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2025 Nov 03, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.0% — -188 -100.0% Q3 2025 Nov 10, 2025
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -168 -100.0% Q3 2025 Oct 22, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.0% — -132 -100.0% Q3 2025 Nov 03, 2025
Indiana Trust & Investment Management Co History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2025 Oct 17, 2025
Concord Wealth Partners History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Nov 05, 2025
TRUST CO OF VERMONT History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Oct 14, 2025
New Millennium Group LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2025 Nov 10, 2025
Basepoint Wealth LLC History New 5 0 — — — +5 New Q4 2025 Feb 10, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 1 0 — — — -1 -50.0% Q4 2025 Feb 04, 2026
ALERUS FINANCIAL NA History No change 5 0 — — — 0 0.0% Q4 2025 Feb 13, 2026