PROSHARES TRUST - NOBL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Reduced 9,647,940 1,004,061 0.06% 0.07% 1 -1,566,850 -13.97% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,656,719 484,624 0.04% 0.03% 2 -10,327 -0.22% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 3,116,650 324,349 0.09% 0.1% 3 -89,087 -2.78% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 1,901,775 197,917 0.04% 0.03% 4 +164,781 9.49% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,860,714 193,644 0.06% 0.06% 5 +2,596 0.14% Q4 2025 Feb 18, 2026
UBS Group AG History Reduced 1,788,025 186,079 0.03% 0.03% 6 -112,046 -5.9% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Added to 1,627,336 169,356 0.71% 0.71% 7 +50,686 3.21% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,434,685 149,307 0.02% — 8 +1,434,685 New Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 1,316,853 137,044 2.07% 2.13% 9 +8,930 0.68% Q4 2025 Jan 22, 2026
ROCKLAND TRUST CO History Added to 702,651 73,124 2.88% 2.82% 10 +34,022 5.09% Q4 2025 Jan 15, 2026
Cassaday & Co Wealth Management LLC History Reduced 650,323 67,679 1.43% 1.56% 11 -4,595 -0.7% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Reduced 646,263 67,256 0.07% 0.09% 12 -117,571 -15.39% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 621,688 64,699 0.09% 0.1% 13 -155,964 -20.06% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 532,576 55,424 0.01% 0.01% 14 -36,442 -6.4% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 475,968 49,533 0.39% 0.26% 15 -9,776 -2.01% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 465,086 48,402 0.13% 0.13% 16 -6,328 -1.34% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 464,752 48,385 0.07% 0.07% 17 -27,919 -5.67% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 447,559 46,577 0.11% 0.12% 18 -47,653 -9.62% Q4 2025 Feb 11, 2026
IAM Advisory, LLC History Reduced 386,667 40,240 8.94% 15.6% 19 -286,540 -42.56% Q4 2025 Jan 07, 2026
Rockefeller Capital Management L.P. History Added to 357,659 37,221 0.07% 0.07% 20 +14,272 4.16% Q4 2025 Mar 16, 2026
IFG Advisory, LLC History Reduced 348,757 36,295 1.58% 1.7% 21 -13,791 -3.8% Q4 2025 Feb 10, 2026
Carrera Capital Advisors History Added to 333,532 34,710 5.84% 6.13% 22 +1,856 0.56% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Reduced 318,945 33,192 0.05% 0.06% 23 -36,188 -10.19% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 278,448 28,978 0.02% 0.02% 24 -8,013 -2.8% Q4 2025 Feb 13, 2026
Summit Financial Wealth Advisors, LLC History Added to 258,826 26,936 3.86% 3.91% 25 +13,500 5.5% Q4 2025 Jan 27, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 258,167 26,867 0.18% — 26 +258,167 New Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 257,292 26,776 0.15% 0.19% 27 -67,364 -20.75% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 254,068 26,441 0.02% 0.02% 28 -7,219 -2.76% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 233,264 24,275 0.01% 0.01% 29 +25,306 12.17% Q4 2025 Feb 17, 2026
Pacific Wealth Strategies Group, Inc. History Added to 190,579 19,833 11.23% 11.45% 30 +9,482 5.24% Q4 2025 Feb 09, 2026
ForthRight Wealth Management, LLC History Reduced 185,880 19,344 5.56% 6.57% 31 -33,461 -15.26% Q4 2025 Jan 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 185,017 19,254 0.01% 0.01% 32 -45,109 -19.6% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Reduced 181,631 18,904 0.12% 0.13% 33 -6,996 -3.71% Q4 2025 Jan 27, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 176,053 18,321 1.99% 1.89% 34 +5,523 3.24% Q4 2025 Jan 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 168,494 17,535 0.01% 0.01% 35 +5,003 3.06% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 164,672 17,137 0.25% 0.28% 36 -15,957 -8.83% Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 163,629 17,028 0.05% 0.07% 37 -38,510 -19.05% Q4 2025 Jan 26, 2026
TRUIST FINANCIAL CORP History Reduced 162,072 16,866 0.02% 0.03% 38 -50,014 -23.58% Q4 2025 Feb 02, 2026
Glen Eagle Advisors, LLC History Reduced 160,790 16,733 2.28% 2.4% 39 -6,610 -3.95% Q4 2025 Feb 13, 2026
Landmark Wealth Management, LLC History Reduced 160,623 16,715 6.4% 7.21% 40 -15,530 -8.82% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Reduced 155,082 16,139 0.11% 0.12% 41 -2,021 -1.29% Q4 2025 Feb 17, 2026
&PARTNERS History Reduced 153,977 16,024 0.08% 0.12% 42 -20,317 -11.66% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 152,875 15,909 0.06% 0.08% 43 -9,234 -5.7% Q4 2025 Feb 18, 2026
SMITH, MOORE & CO. History Added to 148,623 15,467 1.17% 1.17% 44 +74 0.05% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Added to 146,318 15,227 0.02% 0.02% 45 +5,409 3.84% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Reduced 137,829 14,343 0.02% 0.05% 46 -176,862 -56.2% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Reduced 136,123 14,166 0.07% 0.07% 47 -9,914 -6.79% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 134,890 14,038 0.11% 0.12% 48 +19,018 16.41% Q4 2025 Feb 17, 2026
Galilei Investment Office LLP History No change 134,140 13,962 6.58% 6.64% 49 0 0.0% Q4 2025 Feb 11, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 130,305 13,560 1.46% 1.33% 50 +7,525 6.13% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 128,918 13,416 0.01% 0.01% 51 -42,797 -24.92% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 125,178 13,027 0.08% — 52 +125,178 New Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 124,305 12,936 0.62% 0.24% 53 +91,093 274.28% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 122,166 12,713 0.17% 0.06% 54 +90,113 281.14% Q4 2025 Feb 06, 2026
McElhenny Sheffield Capital Management, LLC History Added to 118,107 12,291 2.99% 2.88% 55 +45 0.04% Q4 2025 Jan 21, 2026
JPMORGAN CHASE & CO History Added to 115,128 11,981 0.0% 0.0% 56 +10,951 10.51% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 123,230 11,936 0.02% 0.02% 57 +3,728 3.12% Q4 2025 Feb 18, 2026
Essex Financial Services, Inc. History Reduced 112,733 11,732 0.67% 0.71% 58 -2,835 -2.45% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 110,121 11,460 0.05% 0.04% 59 -5,070 -4.4% Q4 2025 Jan 29, 2026
Cordoba Advisory Partners LLC History New 103,456 10,766 2.66% — 60 +103,456 New Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Added to 99,481 10,458 0.23% 0.24% 61 +3,806 3.98% Q4 2025 Jan 08, 2026
GOLDMAN SACHS GROUP INC History Added to 100,307 10,438 0.0% 0.0% 62 +267 0.27% Q4 2025 Mar 25, 2026
Mariner, LLC History Added to 100,231 10,430 0.01% 0.01% 63 +766 0.77% Q4 2025 Feb 13, 2026
Carroll Advisory Group, LLC History New 99,632 10,368 4.49% — 64 +99,632 New Q4 2025 Feb 09, 2026
CFS Investment Advisory Services, LLC History Reduced 99,608 10,366 0.76% 0.77% 65 -676 -0.67% Q4 2025 Feb 10, 2026
FAGAN ASSOCIATES, INC. History Reduced 96,331 10,025 1.34% 1.39% 66 -1,634 -1.67% Q4 2025 Jan 30, 2026
Creative Planning History Reduced 93,031 9,681 0.01% 0.01% 67 -2,472 -2.59% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 92,039 9,578 0.01% 0.01% 68 +11,575 14.39% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 87,874 9,457 0.01% 0.01% 69 +8,724 11.02% Q4 2025 Jan 08, 2026
Coston, McIsaac & Partners History Reduced 90,483 9,416 2.19% 2.28% 70 -2,507 -2.7% Q4 2025 Feb 03, 2026
OPPENHEIMER & CO INC History Added to 90,008 9,367 0.13% 0.1% 71 +12,664 16.37% Q4 2025 Feb 02, 2026
Cypress Capital, LLC History Added to 89,726 9,337 2.61% 1.89% 72 +25,793 40.34% Q4 2025 Feb 06, 2026
Financial & Tax Architects, LLC History Reduced 88,673 9,228 2.07% 2.48% 73 -20,331 -18.65% Q4 2025 Jan 21, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 86,024 8,952 1.85% 2.04% 74 +464 0.54% Q4 2025 Feb 10, 2026
Prasad Wealth Partners, LLC History New 82,898 8,627 2.3% — 75 +82,898 New Q4 2025 Jan 27, 2026
Kraft, Davis & Associates, LLC History Reduced 79,293 8,576 1.92% 2.12% 76 -4,964 -5.89% Q4 2025 Jan 14, 2026
Joseph P. Lucia & Associates, LLC History Reduced 78,961 8,217 2.96% 3.14% 77 -1,758 -2.18% Q4 2025 Jan 28, 2026
LMG Wealth Partners, LLC History Added to 78,849 8,205 1.53% 1.4% 78 +5,735 7.84% Q4 2025 Feb 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 77,457 8,060 0.0% 0.0% 79 +47,846 161.58% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 77,381 8,053 0.11% 0.1% 80 +12,453 19.18% Q4 2025 Feb 10, 2026
Legacy Private Trust Co. History Reduced 76,318 7,942 0.47% 0.52% 81 -8,625 -10.15% Q4 2025 Jan 08, 2026
Centurion Wealth Management LLC History Added to 74,854 7,790 1.71% 1.69% 82 +2,803 3.89% Q4 2025 Jan 14, 2026
MRWM Advisors, LLC History Added to 74,684 7,772 4.17% 1.47% 83 +49,595 197.68% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 74,664 7,770 0.02% 0.02% 84 +3,541 4.98% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 74,480 7,751 0.05% 0.05% 85 -4,607 -5.83% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 74,450 7,748 0.11% 0.11% 86 +1,735 2.39% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 74,241 7,726 0.09% 0.09% 87 +1,102 1.51% Q4 2025 Jan 15, 2026
PRING TURNER CAPITAL GROUP INC History Added to 73,491 7,648 4.73% 4.37% 88 +4,098 5.91% Q4 2025 Feb 10, 2026
Marble Wealth, LLC History New 72,747 7,570 1.05% — 89 +72,747 New Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 72,463 7,541 0.01% 0.01% 90 -542 -0.74% Q4 2025 Jan 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 70,622 7,349 0.57% 0.52% 91 -489 -0.69% Q4 2025 Jan 23, 2026
BENJAMIN EDWARDS INC History Reduced 69,153 7,197 0.08% 0.08% 92 -3,147 -4.35% Q4 2025 Feb 02, 2026
Tradition Wealth Management, LLC History Added to 68,272 7,105 0.51% 0.52% 93 +120 0.18% Q4 2025 Feb 11, 2026
Valtrion Capital Management, LLC History Added to 68,059 7,082 7.06% 6.59% 94 +8,615 14.49% Q4 2025 Feb 11, 2026
Benchmark Financial, LLC History New 67,811 7,057 7.03% — 95 +67,811 New Q4 2025 Jan 27, 2026
Ted Buchan & Co History Added to 67,419 7,016 2.58% 2.58% 96 +3,430 5.36% Q4 2025 Feb 11, 2026
Goldstone Financial Group, LLC History Added to 66,614 6,932 0.77% 0.79% 97 +2,089 3.24% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 73,941 6,867 0.17% 0.16% 98 -6,282 -7.83% Q4 2025 Feb 11, 2026
Allred Capital Management, LLC History Reduced 65,104 6,775 2.45% 2.46% 99 -3,524 -5.13% Q4 2025 Feb 10, 2026
Prism Advisors, Inc. History Reduced 64,080 6,668 1.78% 2.33% 100 -19,734 -23.54% Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Reduced 63,679 6,627 0.24% 0.25% 101 -131 -0.21% Q4 2025 Feb 02, 2026
CITIGROUP INC History Reduced 63,157 6,572 0.0% 0.0% 102 -10,726 -14.52% Q4 2025 Feb 13, 2026
TICINO WEALTH History New 62,835 6,539 2.42% — 103 +62,835 New Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 62,591 6,513 0.11% 0.12% 104 +4,727 8.17% Q4 2025 Mar 12, 2026
VIAWEALTH, LLC History Added to 61,179 6,366 3.58% 3.4% 105 +793 1.31% Q4 2025 Feb 10, 2026
O'ROURKE & COMPANY, Inc History Added to 60,573 6,303 2.45% 2.6% 106 +284 0.47% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 60,283 6,273 0.03% 0.02% 107 +7,593 14.41% Q4 2025 Feb 13, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 59,978 6,241 1.64% 1.59% 108 +5,163 9.42% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History Reduced 58,838 6,123 0.27% 0.29% 109 -9,120 -13.42% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 58,637 6,102 0.0% 0.0% 110 +2,087 3.69% Q4 2025 Jan 23, 2026
BLAIR WILLIAM & CO/IL History Added to 58,007 6,036 0.02% 0.02% 111 +1,374 2.43% Q4 2025 Feb 17, 2026
SYNTAX RESEARCH, INC. History Added to 57,194 5,952 3.67% 3.69% 112 +1,534 2.76% Q4 2025 Feb 02, 2026
Jacobi Capital Management LLC History Reduced 56,850 5,916 0.34% 0.37% 113 -2,747 -4.61% Q4 2025 Feb 13, 2026
BCS Wealth Management History Added to 55,120 5,736 0.58% 0.71% 114 +24,641 80.85% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Reduced 52,278 5,440 0.38% 0.44% 115 -1,014 -1.9% Q4 2025 Jan 21, 2026
Lynx Investment Advisory History Reduced 52,078 5,419 2.96% 3.32% 116 -1,709 -3.18% Q4 2025 Feb 05, 2026
One Capital Management, LLC History Reduced 51,863 5,397 0.16% 0.18% 117 -3,781 -6.79% Q4 2025 Feb 10, 2026
MSH Capital Advisors LLC History Added to 51,710 5,381 1.15% 1.37% 118 +2,013 4.05% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 50,185 5,222 0.06% 0.07% 119 -2,670 -5.05% Q4 2025 Jan 21, 2026
MAI Capital Management History Added to 50,094 5,213 0.03% 0.02% 120 +12,991 35.01% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 50,010 5,204 0.0% 0.02% 121 -248,790 -83.26% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Reduced 48,979 5,097 0.15% 0.17% 122 -630 -1.27% Q4 2025 Feb 12, 2026
REDMONT WEALTH ADVISORS LLC History Added to 48,747 5,073 7.68% 6.78% 123 +1,519 3.22% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 48,529 5,050 0.0% 0.0% 124 +15,407 46.52% Q4 2025 Feb 06, 2026
RoundAngle Advisors LLC History Added to 47,879 4,982 3.63% 3.6% 125 +2,799 6.21% Q4 2025 Jan 12, 2026
FMR LLC History Added to 47,255 4,917 0.0% 0.0% 126 +1,428 3.12% Q4 2025 Feb 17, 2026
Caldwell Trust Co History Reduced 46,174 4,805 0.43% 0.45% 127 -61 -0.13% Q4 2025 Jan 30, 2026
Corient Private Wealth LLC History Reduced 53,044 4,797 0.01% 0.01% 128 -16,744 -23.99% Q4 2025 Mar 09, 2026
Kovack Advisors, Inc. History Added to 46,046 4,792 0.22% 0.44% 129 +336 0.74% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 45,642 4,749 0.12% 0.13% 130 -3,740 -7.57% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 43,233 4,738 1.24% 1.2% 131 -1,157 -2.61% Q4 2025 Jan 26, 2026
Coastline Complete Wealth LLC History New 45,219 4,705 2.96% — 132 +45,219 New Q4 2025 Feb 24, 2026
WealthShield Partners, LLC History Added to 44,602 4,642 0.51% 0.42% 133 +8,369 23.1% Q4 2025 Feb 03, 2026
Apollon Financial, LLC History Reduced 44,452 4,626 0.67% 0.78% 134 -1,213 -2.66% Q4 2025 Jan 22, 2026
Private Capital Management, LLC History Added to 43,677 4,545 0.42% 0.4% 135 +410 0.95% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 42,716 4,445 0.06% 0.06% 136 +212 0.5% Q4 2025 Feb 09, 2026
CORA CAPITAL ADVISORS LLC History Added to 41,498 4,318 1.68% 1.73% 137 +1,932 4.88% Q4 2025 Jan 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 39,522 4,281 0.05% 0.02% 138 +25,426 180.38% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 41,043 4,271 0.02% — 139 +41,043 New Q4 2025 Feb 05, 2026
Venture Visionary Partners LLC History Reduced 38,917 4,234 0.14% 0.17% 140 -8,266 -17.52% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 40,545 4,220 0.07% 0.07% 141 -1,607 -3.81% Q4 2025 Feb 09, 2026
Financial Partners Group, Inc History Reduced 37,878 4,165 0.48% 0.67% 142 -14,359 -27.49% Q4 2025 Feb 03, 2026
COZAD ASSET MANAGEMENT INC History Reduced 38,885 4,046 0.31% 0.34% 143 -2,998 -7.16% Q4 2025 Feb 13, 2026
Concord Wealth Partners History Added to 38,829 4,040 0.52% 0.55% 144 +379 0.99% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History Reduced 38,732 4,030 0.07% 0.09% 145 -2,226 -5.43% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Added to 38,701 4,027 0.02% 0.02% 146 +1,111 2.96% Q4 2025 Feb 12, 2026
ICICI Prudential Asset Management Co Ltd History No change 38,501 4,008 0.47% 0.42% 147 0 0.0% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 38,417 3,998 0.05% 0.05% 148 -1,505 -3.77% Q4 2025 Jan 20, 2026
Concord Asset Management, LLC/VA History Added to 38,177 3,973 0.69% 0.71% 149 +141 0.37% Q4 2025 Jan 29, 2026
Koshinski Asset Management, Inc. History Reduced 38,092 3,964 0.26% 0.27% 150 -1,254 -3.19% Q4 2025 Feb 03, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 37,837 3,937 0.22% 0.23% 151 +1,593 4.4% Q4 2025 Feb 04, 2026
Kingdom Financial Group LLC. History New 37,768 3,930 1.21% — 152 +37,768 New Q4 2025 Feb 06, 2026
Uniting Wealth Partners, LLC History Added to 37,583 3,911 1.2% 0.64% 153 +11,446 43.79% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Reduced 37,332 3,885 0.36% 0.39% 154 -2,899 -7.21% Q4 2025 Feb 09, 2026
Avant Capital LLC History Reduced 36,094 3,756 2.58% 2.75% 155 -1,867 -4.92% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 36,080 3,754 0.01% 0.01% 156 +1,005 2.87% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 36,034 3,750 0.17% 0.16% 157 +3,527 10.85% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 35,831 3,728 0.04% 0.04% 158 +8,039 28.93% Q4 2025 Jan 23, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 34,384 3,578 0.19% 0.01% 159 +32,328 1572.37% Q4 2025 Jan 26, 2026
Trek Financial, LLC History Added to 33,433 3,479 0.2% 0.17% 160 +5,728 20.67% Q4 2025 Feb 04, 2026
DAVENPORT & Co LLC History Added to 33,313 3,466 0.02% 0.02% 161 +3,843 13.04% Q4 2025 Jan 12, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 33,288 3,464 0.22% 0.27% 162 -2,668 -7.42% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 32,305 3,362 0.01% 0.0% 163 +16,227 100.93% Q4 2025 Jan 26, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 32,226 3,353 0.35% 0.35% 164 +11 0.03% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 32,109 3,341 0.04% 0.04% 165 +32 0.1% Q4 2025 Jan 29, 2026
Chokshi & Queen Wealth Advisors, Inc History Reduced 31,888 3,318 1.73% 1.82% 166 -1,453 -4.36% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 31,010 3,227 0.15% 0.17% 167 -135 -0.43% Q4 2025 Jan 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 30,250 3,148 0.05% 0.06% 168 +3,935 14.95% Q4 2025 Feb 19, 2026
N.E.W. Advisory Services LLC History Added to 30,116 3,134 0.23% 0.27% 169 +811 2.77% Q4 2025 Jan 28, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 29,875 3,109 0.5% 0.54% 170 0 0.0% Q4 2025 Feb 11, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 29,837 3,105 1.02% 1.06% 171 -1,029 -3.33% Q4 2025 Jan 27, 2026
SIMON QUICK ADVISORS, LLC History New 29,759 3,097 0.14% — 172 +29,759 New Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 29,015 3,019 0.05% 0.05% 173 -863 -2.89% Q4 2025 Jan 22, 2026
KPP Advisory Services LLC History Reduced 28,720 2,988 0.43% 0.45% 174 -826 -2.8% Q4 2025 Feb 02, 2026
DHJJ Financial Advisors, Ltd. History Reduced 28,264 2,941 0.98% 1.01% 175 -747 -2.57% Q4 2025 Jan 23, 2026
Cushing Capital Partners, LLC History Added to 28,063 2,920 2.16% 2.2% 176 +850 3.12% Q4 2025 Jan 14, 2026
Three Cord True Wealth Management, LLC History Reduced 28,045 2,918 1.7% 2.22% 177 -3,723 -11.72% Q4 2025 Feb 05, 2026
Moors & Cabot, Inc. History Added to 27,971 2,910 0.12% 0.12% 178 +1,786 6.82% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 27,384 2,849 1.48% 1.9% 179 -21,720 -44.23% Q4 2025 Feb 18, 2026
Wealth Group Ltd History Reduced 27,349 2,846 0.64% 0.66% 180 -411 -1.48% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Reduced 27,271 2,838 0.08% 0.12% 181 -13,985 -33.9% Q4 2025 Jan 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 26,931 2,802 0.05% 0.05% 182 +2,810 11.65% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 26,820 2,791 0.18% 0.19% 183 +482 1.83% Q4 2025 Jan 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 26,784 2,787 0.17% 0.3% 184 -20,876 -43.8% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 26,780 2,787 0.13% 0.13% 185 +5,811 27.71% Q4 2025 Jan 28, 2026
Paragon Capital Management Ltd History Reduced 26,621 2,770 0.55% 0.55% 186 -1,678 -5.93% Q4 2025 Jan 22, 2026
Connecticut Wealth Management, LLC History Reduced 26,339 2,741 0.12% 0.16% 187 -8,667 -24.76% Q4 2025 Feb 12, 2026
Carnegie Lake Advisors LLC History Added to 26,292 2,736 1.04% 1.04% 188 +38 0.14% Q4 2025 Feb 10, 2026
Newman Dignan & Sheerar, Inc. History Reduced 26,230 2,729 0.57% 0.59% 189 -222 -0.84% Q4 2025 Jan 22, 2026
Quantinno Capital Management LP History Added to 26,208 2,727 0.01% 0.01% 190 +147 0.56% Q4 2025 Feb 17, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 25,966 2,702 0.44% 0.45% 191 +55 0.21% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 25,940 2,699 0.04% 0.04% 192 -1,859 -6.69% Q4 2025 Feb 17, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 25,517 2,655 0.8% 0.83% 193 -198 -0.77% Q4 2025 Jan 30, 2026
Royal Capital Wealth Management, LLC History Added to 25,424 2,645 1.56% 1.61% 194 +7 0.03% Q4 2025 Feb 18, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 25,348 2,637 2.1% — 195 +25,348 New Q4 2025 Feb 12, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 25,278 2,630 3.81% 4.56% 196 -475 -1.84% Q4 2025 Jan 28, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 24,810 2,581 0.78% 0.75% 197 +1,475 6.32% Q4 2025 Jan 29, 2026
Balentine LLC History No change 23,817 2,478 0.09% 0.09% 198 0 0.0% Q4 2025 Feb 02, 2026
Pinnacle Financial Partners, Inc. History New 23,479 2,444 0.02% — 199 +23,479 New Q4 2025 Feb 18, 2026
Continuum Advisory, LLC History Reduced 23,270 2,421 0.24% 0.28% 200 -2,065 -8.15% Q4 2025 Feb 11, 2026
WMS Group LLC History New 22,994 2,390 3.04% — 201 +22,994 New Q4 2025 Mar 03, 2026
CITADEL ADVISORS LLC History Reduced 22,923 2,385 0.0% 0.0% 202 -12,313 -34.94% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 22,886 2,381 0.0% 0.0% 203 +15,339 203.25% Q4 2025 Feb 12, 2026
Heck Capital Advisors, LLC History Reduced 22,649 2,357 0.18% 0.18% 204 -72 -0.32% Q4 2025 Jan 16, 2026
Atlas Brown,Inc. History Reduced 22,537 2,345 0.7% 0.71% 205 -732 -3.15% Q4 2025 Jan 09, 2026
GENERAL AMERICAN INVESTORS CO INC History Added to 22,500 2,341 0.13% 0.1% 206 +5,000 28.57% Q4 2025 Feb 13, 2026
MLP3, LLC History New 22,394 2,330 2.54% — 207 +22,394 New Q4 2025 Feb 13, 2026
Ipsen Advisor Group LLC History Added to 22,239 2,314 1.64% 1.62% 208 +407 1.86% Q4 2025 Feb 11, 2026
Archer Investment Corp History Added to 22,116 2,301 0.52% 0.5% 209 +618 2.87% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History Reduced 21,934 2,282 0.06% 0.07% 210 -2,070 -8.62% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History Added to 21,924 2,271 0.01% 0.0% 211 +7,007 46.97% Q4 2025 Feb 10, 2026
Jupiter Wealth Management LLC History No change 19,475 2,206 0.98% 0.95% 212 0 0.0% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 21,174 2,203 0.06% — 213 +21,174 New Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Reduced 20,939 2,179 0.38% 0.53% 214 -7,778 -27.09% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Reduced 20,822 2,166 0.04% 0.05% 215 -795 -3.68% Q4 2025 Feb 03, 2026
Breakwater Capital Group History Added to 20,469 2,130 0.3% 0.31% 216 +419 2.09% Q4 2025 Jan 09, 2026
Vise Technologies, Inc. History New 20,461 2,129 0.04% — 217 +20,461 New Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Reduced 20,399 2,122 0.14% 0.15% 218 -260 -1.26% Q4 2025 Jan 08, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 20,345 2,117 0.58% 0.59% 219 -655 -3.12% Q4 2025 Feb 04, 2026
Empowered Funds, LLC History New 19,818 2,062 0.04% — 220 +19,818 New Q4 2025 Feb 18, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 19,816 2,062 0.44% 0.72% 221 -728 -3.54% Q4 2025 Feb 12, 2026
WEST PACES ADVISORS INC. History No change 19,756 2,056 0.4% 0.41% 222 0 0.0% Q4 2025 Jan 21, 2026
Cambria Investment Management, L.P. History New 19,568 2,036 0.12% — 223 +19,568 New Q4 2025 Feb 17, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 19,542 2,033 1.39% 1.69% 224 -2,476 -11.25% Q4 2025 Feb 05, 2026
Silver Lake Advisory, LLC History Added to 19,520 2,031 0.79% 0.8% 225 +21 0.11% Q4 2025 Jan 09, 2026
Sanchez Wealth Management Group History Reduced 19,492 2,028 0.43% 2.59% 226 -93,862 -82.8% Q4 2025 Feb 04, 2026
Navis Wealth Advisors, LLC History Added to 19,261 2,004 0.85% 1.48% 227 +81 0.42% Q4 2025 Feb 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 19,181 1,996 0.33% — 228 +19,181 New Q4 2025 Feb 18, 2026
GC Wealth Management RIA, LLC History Reduced 18,916 1,968 0.07% 0.06% 229 -14 -0.07% Q4 2025 Jan 30, 2026
Integrated Wealth Concepts LLC History Reduced 18,905 1,967 0.02% 0.02% 230 -4,337 -18.66% Q4 2025 Feb 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 18,784 1,954 0.25% 0.14% 231 -5,127 -21.44% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 18,720 1,948 0.0% 0.0% 232 -1,188 -5.97% Q4 2025 Feb 12, 2026
Eldridge Investment Advisors, Inc. History Reduced 18,678 1,943 0.43% 0.44% 233 -6 -0.03% Q4 2025 Feb 11, 2026
Alta Wealth Advisors LLC History Added to 18,570 1,932 0.65% 0.62% 234 +1,703 10.1% Q4 2025 Feb 03, 2026
AA Financial Advisors, LLC History No change 18,537 1,929 0.36% 0.38% 235 0 0.0% Q4 2025 Jan 14, 2026
MGB Wealth Management, LLC History Added to 18,469 1,922 0.55% 0.54% 236 +8 0.04% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 18,075 1,881 0.06% 0.06% 237 +2 0.01% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Added to 18,005 1,873 0.07% 0.07% 238 +1,317 7.89% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 17,957 1,868 0.04% 0.02% 239 +7,527 72.17% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 17,594 1,831 0.02% 0.03% 240 +1,050 6.35% Q4 2025 Jan 29, 2026
Marex Group plc History No change 17,474 1,818 0.01% 0.01% 241 0 0.0% Q4 2025 Feb 12, 2026
Tactive Advisors, LLC History Reduced 17,423 1,813 0.53% 0.67% 242 -5,599 -24.32% Q4 2025 Jan 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 17,328 1,803 0.09% 0.08% 243 -602 -3.36% Q4 2025 Jan 21, 2026
Centennial Bank/AR/ History Reduced 17,250 1,795 0.71% 0.95% 245 -6,250 -26.6% Q4 2025 Feb 17, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 17,188 1,795 1.7% 1.26% 244 +318 1.89% Q4 2025 Jan 13, 2026
PARK AVENUE SECURITIES LLC History Added to 17,141 1,784 0.02% 0.01% 246 +1,293 8.16% Q4 2025 Jan 05, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 17,105 1,780 0.06% 0.06% 247 -863 -4.8% Q4 2025 Jan 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 17,005 1,769 0.84% 0.87% 248 -215 -1.25% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History Added to 16,922 1,761 0.02% 0.01% 249 +7,210 74.24% Q4 2025 Feb 05, 2026
Finward Bancorp History Reduced 16,863 1,754 1.36% 1.51% 250 -2,469 -12.77% Q4 2025 Jan 21, 2026
Mutual Advisors, LLC History Added to 16,687 1,736 0.04% 0.04% 251 +260 1.58% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Reduced 16,528 1,720 0.04% 0.04% 252 -499 -2.93% Q4 2025 Jan 28, 2026
D. E. Shaw & Co., Inc. History New 16,368 1,703 0.0% — 253 +16,368 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 16,010 1,666 0.05% 0.05% 254 -883 -5.23% Q4 2025 Jan 09, 2026
WealthBridge Capital Management, LLC History Reduced 15,985 1,663 0.38% 0.39% 255 -144 -0.89% Q4 2025 Jan 21, 2026
EP Wealth Advisors, LLC History New 15,924 1,657 0.01% — 256 +15,924 New Q4 2025 Feb 18, 2026
Northwest Financial Advisors History Reduced 15,930 1,657 3.41% 2.2% 257 -717 -4.31% Q4 2025 Jan 26, 2026
Aspect Partners, LLC History Added to 15,808 1,645 0.72% 0.59% 259 +3,168 25.06% Q4 2025 Jan 23, 2026
Autumn Glory Partners, LLC History No change 15,812 1,645 0.58% 0.67% 258 0 0.0% Q4 2025 Jan 27, 2026
Bienville Capital Management, LLC History Added to 15,705 1,634 0.26% 0.31% 260 +83 0.53% Q4 2025 Feb 17, 2026
Allied Investment Advisors, LLC History Reduced 15,525 1,615 0.25% 0.29% 261 -2,404 -13.41% Q4 2025 Feb 09, 2026
Aptus Capital Advisors, LLC History Reduced 15,368 1,599 0.01% 0.01% 262 -111 -0.72% Q4 2025 Feb 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 15,340 1,596 0.15% 0.17% 263 -16 -0.1% Q4 2025 Jan 22, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 15,158 1,577 0.13% 0.13% 264 +147 0.98% Q4 2025 Jan 15, 2026
Curi Capital, LLC History Reduced 15,114 1,572 0.03% 0.03% 265 -1,114 -6.86% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Reduced 14,761 1,536 0.35% 0.92% 266 -27,740 -65.27% Q4 2025 Feb 02, 2026
Anchor Investment Management, LLC History Added to 14,714 1,531 0.12% 0.12% 267 +114 0.78% Q4 2025 Feb 26, 2026
MONECO ADVISORS, LLC History Reduced 14,527 1,511 0.12% 0.13% 268 -242 -1.64% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 14,465 1,505 0.04% 0.04% 269 +201 1.41% Q4 2025 Feb 17, 2026
Oxinas Partners, LLC History Added to 14,445 1,503 0.72% 0.77% 270 +538 3.87% Q4 2025 Jan 26, 2026
Compound Planning, Inc. History Added to 14,407 1,499 0.04% 0.05% 271 +141 0.99% Q4 2025 Feb 19, 2026
Colonial Trust Co / SC History No change 14,321 1,490 0.2% 0.2% 272 0 0.0% Q4 2025 Feb 12, 2026
Petix & Botte Co History Added to 13,950 1,451 0.33% 0.33% 273 +35 0.25% Q4 2025 Feb 05, 2026
Sequent Asset Management, LLC History Added to 13,822 1,438 0.64% 0.66% 274 +372 2.77% Q4 2025 Feb 10, 2026
Golden State Equity Partners History Reduced 13,766 1,432 0.23% 0.24% 275 -312 -2.22% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Reduced 13,411 1,395 0.0% 0.0% 276 -1,012 -7.02% Q4 2025 Feb 10, 2026
May Barnhard Investments LLC History Reduced 13,267 1,380 0.65% 0.68% 277 -926 -6.52% Q4 2025 Jan 28, 2026
Sound Financial Strategies Group, LLC History Added to 13,237 1,377 0.97% 0.93% 278 +890 7.21% Q4 2025 Feb 03, 2026
High Point Wealth Management, LLC History New 13,157 1,369 1.29% — 279 +13,157 New Q4 2025 Jan 29, 2026
WealthPLAN Partners, LLC History Reduced 12,920 1,344 0.2% 0.22% 280 -1,185 -8.4% Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History Reduced 12,897 1,342 0.1% 0.11% 281 -687 -5.06% Q4 2025 Jan 09, 2026
SCOTIA CAPITAL INC. History Added to 12,834 1,335 0.01% 0.01% 282 +1,356 11.81% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 12,649 1,316 0.0% 0.0% 283 -769 -5.73% Q4 2025 Feb 12, 2026
MBA Advisors LLC History Reduced 12,572 1,308 0.53% 0.55% 284 -7 -0.06% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History No change 12,544 1,305 0.0% 0.01% 285 0 0.0% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 12,304 1,280 0.05% 0.05% 286 +196 1.62% Q4 2025 Feb 04, 2026
4WEALTH ADVISORS, INC. History Reduced 12,245 1,274 1.09% 1.48% 287 -3,842 -23.88% Q4 2025 Jan 21, 2026
SeaCrest Wealth Management, LLC History Reduced 12,116 1,273 0.13% 0.14% 288 -394 -3.15% Q4 2025 Jan 12, 2026
CHANNEL WEALTH LLC History Added to 12,202 1,269 0.32% 0.33% 289 +220 1.84% Q4 2025 Feb 03, 2026
SP Asset Management LLC History Added to 12,164 1,265 0.1% 0.1% 290 +76 0.63% Q4 2025 Jan 28, 2026
F/m Investments LLC History Reduced 12,100 1,257 0.05% 0.05% 291 -100 -0.82% Q4 2025 Feb 03, 2026
Pathway Financial Advisers, LLC History Reduced 12,077 1,256 0.36% 0.36% 292 -51 -0.42% Q4 2025 Feb 06, 2026
DEARBORN PARTNERS LLC History New 11,889 1,237 0.06% — 293 +11,889 New Q4 2025 Feb 11, 2026
Hershey Financial Advisers, LLC History New 11,817 1,229 1.04% — 294 +11,817 New Q4 2025 Feb 18, 2026
Atria Investments, Inc History Reduced 11,744 1,222 0.01% 0.02% 295 -9,028 -43.46% Q4 2025 Feb 05, 2026
BBR PARTNERS, LLC History No change 11,675 1,215 0.07% 0.07% 296 0 0.0% Q4 2025 Feb 11, 2026
Nikulski Financial, Inc. History Reduced 11,385 1,184 0.28% 0.39% 297 -3,760 -24.83% Q4 2025 Jan 15, 2026
Madison Park Capital Advisors, LLC History Added to 11,342 1,180 0.96% 0.96% 298 +47 0.42% Q4 2025 Jan 20, 2026
Valmark Advisers, Inc. History Added to 11,270 1,172 0.01% 0.01% 299 +170 1.53% Q4 2025 Jan 26, 2026
Harvest Investment Services, LLC History Reduced 11,138 1,159 0.22% 1.01% 300 -37,766 -77.22% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 11,124 1,157 0.01% 0.01% 301 +230 2.11% Q4 2025 Feb 12, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 10,962 1,140 1.07% 1.08% 302 -94 -0.85% Q4 2025 Jan 27, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 10,702 1,113 0.37% 0.4% 303 +1 0.01% Q4 2025 Feb 12, 2026
Split Rock Private Trading & Wealth Management, LLC History New 10,673 1,110 0.89% — 304 +10,673 New Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Reduced 10,607 1,103 0.02% 0.03% 305 -564 -5.05% Q4 2025 Feb 06, 2026
Total Clarity Wealth Management, Inc. History Reduced 10,582 1,101 0.27% 0.29% 306 -84 -0.79% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Reduced 10,250 1,066 0.02% 0.03% 307 -5,724 -35.83% Q4 2025 Jan 14, 2026
Mission Creek Capital Partners, Inc. History Reduced 10,235 1,065 0.22% 0.24% 308 -1,452 -12.42% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 10,084 1,049 0.04% 0.04% 309 +86 0.86% Q4 2025 Jan 21, 2026
Park Place Capital Corp History Reduced 10,088 1,049 0.22% 0.22% 310 -21 -0.21% Q4 2025 Jan 09, 2026
Summit Trail Advisors, LLC History Reduced 9,958 1,036 0.02% 0.02% 311 -1,145 -10.31% Q4 2025 Feb 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 9,925 1,032 0.33% 0.33% 312 -125 -1.24% Q4 2025 Jan 27, 2026
NORTHERN TRUST CORP History Reduced 9,806 1,020 0.0% 0.0% 313 -2,521 -20.45% Q4 2025 Feb 17, 2026
Platform Technology Partners History Reduced 9,752 1,014 0.22% 0.24% 314 -73 -0.74% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 9,742 1,013 0.08% 0.08% 315 -152 -1.54% Q4 2025 Jan 29, 2026
Enclave Advisors LLC History Reduced 9,734 1,012 0.14% 0.33% 316 -11,204 -53.51% Q4 2025 Jan 14, 2026
CHAPIN DAVIS, INC. History Added to 9,688 1,008 0.24% 0.25% 317 +1 0.01% Q4 2025 Jan 30, 2026
StoneX Group Inc. History Added to 9,528 991 0.04% 0.03% 318 +1,827 23.72% Q4 2025 Feb 12, 2026
MMA ASSET MANAGEMENT LLC History Added to 9,524 991 0.35% 0.33% 319 +16 0.17% Q4 2025 Feb 03, 2026
1ST SOURCE BANK History No change 9,424 980 0.05% 0.05% 320 0 0.0% Q4 2025 Feb 05, 2026
Empire Financial Management Company, LLC History Added to 9,375 975 0.21% 0.22% 321 +11 0.12% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History No change 8,910 947 0.01% 0.01% 322 0 0.0% Q4 2025 Jan 26, 2026
AAFMAA Wealth Management & Trust LLC History No change 9,100 947 0.37% 0.37% 323 0 0.0% Q4 2025 Jan 07, 2026
Virtus Wealth Solutions LLC History Added to 9,089 945 0.18% 0.18% 324 +57 0.63% Q4 2025 Jan 29, 2026
Michels Family Financial, LLC History Reduced 8,993 935 0.69% 0.73% 325 -66 -0.73% Q4 2025 Feb 19, 2026
First City Capital Management, Inc. History Added to 8,895 925 0.49% 0.25% 326 +4,405 98.11% Q4 2025 Jan 14, 2026
Paragon Private Wealth Management, LLC History Reduced 8,803 916 0.28% 0.34% 327 -1,161 -11.65% Q4 2025 Feb 11, 2026
Gemmer Asset Management LLC History No change 8,774 913 0.07% 0.07% 328 0 0.0% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History Added to 8,712 906 0.01% 0.01% 329 +2,877 49.31% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,690 904 0.0% 0.0% 330 +5,439 167.3% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 8,427 876 0.02% 0.01% 331 +2,839 50.81% Q4 2025 Feb 05, 2026
Carmel Capital Partners, LLC History Reduced 8,403 874 0.31% 0.43% 332 -1,490 -15.06% Q4 2025 Jan 29, 2026
Claris Financial LLC History Added to 8,392 873 0.46% 0.46% 334 +584 7.48% Q4 2025 Feb 19, 2026
B. Riley Wealth Advisors, Inc. History Reduced 8,391 873 0.04% 0.04% 333 -436 -4.94% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 8,374 871 0.01% 0.01% 335 +156 1.9% Q4 2025 Jan 28, 2026
BlueChip Wealth Advisors LLC History Reduced 8,255 859 0.36% 0.41% 336 -1,131 -12.05% Q4 2025 Feb 05, 2026
Focus Financial Network, Inc. History Reduced 8,238 857 0.03% 0.03% 337 -404 -4.67% Q4 2025 Jan 12, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 8,194 852 0.13% 0.27% 338 -6,258 -43.3% Q4 2025 Feb 03, 2026
SlateStone Wealth, LLC History Reduced 8,181 851 0.07% 0.08% 339 -590 -6.73% Q4 2025 Feb 11, 2026
Element Wealth, LLC History Reduced 8,172 850 0.35% 0.37% 340 -6 -0.07% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History No change 8,100 843 0.01% 0.01% 341 0 0.0% Q4 2025 Feb 03, 2026
Cornerstone Advisory, LLC History No change 8,027 835 0.08% 0.08% 342 0 0.0% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 7,994 831 0.02% 0.02% 343 +100 1.27% Q4 2025 Feb 09, 2026
Paladin Advisory Group, LLC History Reduced 7,952 827 0.6% 0.67% 344 -371 -4.46% Q4 2025 Jan 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 7,880 820 0.06% 0.06% 345 +255 3.34% Q4 2025 Jan 07, 2026
ORG Wealth Partners, LLC History Reduced 7,788 810 0.19% 0.33% 346 -7,131 -47.8% Q4 2025 Jan 14, 2026
AlphaStar Capital Management, LLC History Added to 7,769 808 0.06% 0.07% 347 +40 0.52% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Added to 7,702 801 0.01% 0.01% 348 +4 0.05% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 7,655 796 0.0% 0.0% 349 -205 -2.61% Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History No change 7,646 795 0.03% 0.04% 350 0 0.0% Q4 2025 Jan 28, 2026
Arkadios Wealth Advisors History Reduced 7,620 793 0.02% 0.02% 351 -1,031 -11.92% Q4 2025 Feb 13, 2026
KFA Private Wealth Group, LLC History Added to 7,606 791 0.19% 0.16% 352 +1,999 35.65% Q4 2025 Jan 07, 2026
Cross Staff Investments Inc History Added to 7,595 790 0.44% 0.54% 353 +150 2.01% Q4 2025 Feb 27, 2026
Kozak & Associates, Inc. History Reduced 7,352 787 0.15% 0.18% 354 -1,369 -15.7% Q4 2025 Jan 12, 2026
Meridian Financial Advisors, LLC History Added to 7,536 784 0.43% 0.44% 355 +1 0.01% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History New 7,506 781 0.03% — 356 +7,506 New Q4 2025 Jan 21, 2026
KOM Wealth Management Group, LLC History Reduced 7,504 780 0.55% 0.59% 357 -21 -0.28% Q4 2025 Jan 23, 2026
SkyOak Wealth, LLC History Added to 7,482 778 0.14% 0.14% 358 +215 2.96% Q4 2025 Feb 05, 2026
CFC Planning Co LLC History Added to 7,362 766 0.58% 0.48% 359 +1,639 28.64% Q4 2025 Jan 30, 2026
SouthState Bank Corp History Reduced 7,358 765 0.03% 0.06% 360 -6,276 -46.03% Q4 2025 Feb 11, 2026
Wealthcare Capital Partners, LLC History Reduced 7,309 760 0.36% 0.36% 361 -295 -3.88% Q4 2025 Jan 14, 2026
Kellett Wealth Advisors, LLC History No change 7,278 757 0.43% 0.45% 362 0 0.0% Q4 2025 Jan 23, 2026
Ullmann Wealth Partners Group, LLC History Reduced 7,439 755 0.08% 0.1% 364 -1,382 -15.67% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 7,255 755 0.0% 0.0% 363 -53 -0.73% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History No change 7,245 753 0.01% 0.01% 365 0 0.0% Q4 2025 Feb 03, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 7,162 745 0.26% 0.19% 366 +2,457 52.22% Q4 2025 Feb 13, 2026
Castle Rock Wealth Management, LLC History Added to 6,720 744 0.16% 0.15% 367 +11 0.16% Q4 2025 Feb 05, 2026
Benin Management CORP History No change 7,100 738 0.16% 0.17% 368 0 0.0% Q4 2025 Jan 12, 2026
FAS Wealth Partners, Inc. History Reduced 6,946 722 0.05% 0.05% 369 -102 -1.45% Q4 2025 Feb 18, 2026
EASTERN BANK History Reduced 6,926 720 0.01% 0.04% 370 -15,080 -68.53% Q4 2025 Jan 14, 2026
Montis Financial, LLC History Reduced 6,921 720 0.14% 0.17% 371 -94 -1.34% Q4 2025 Feb 11, 2026
ASL Financial, LLC History New 6,891 717 0.56% — 372 +6,891 New Q4 2025 Jan 20, 2026
CHOREO, LLC History No change 6,792 715 0.01% 0.01% 373 0 0.0% Q4 2025 Jan 23, 2026
Beaumont Financial Advisors, LLC History Added to 6,860 713 0.05% 0.05% 374 +2 0.03% Q4 2025 Jan 16, 2026
CIBC WORLD MARKET INC. History Reduced 6,782 705 0.0% 0.0% 375 -371 -5.19% Q4 2025 Feb 10, 2026
KICKSTAND VENTURES, LLC. History Reduced 6,645 691 0.15% 0.16% 376 -473 -6.65% Q4 2025 Jan 29, 2026
M3 Advisory Group, LLC History Added to 6,645 691 0.42% 0.42% 377 +161 2.48% Q4 2025 Jan 16, 2026
SHP Wealth Management History New 6,593 686 0.05% — 378 +6,593 New Q4 2025 Mar 04, 2026
Orion Porfolio Solutions, LLC History Reduced 6,571 683 0.01% 0.03% 379 -26,510 -80.14% Q4 2025 Feb 12, 2026
WESPAC Advisors, LLC History Reduced 6,560 682 0.37% 0.53% 380 -2,230 -25.37% Q4 2025 Jan 14, 2026
Bravias Capital Group, LLC History Reduced 6,508 677 0.41% 0.48% 382 -467 -6.7% Q4 2025 Jan 29, 2026
Wagner Wealth Management, LLC History Added to 6,510 677 0.14% 0.16% 381 +23 0.35% Q4 2025 Jan 30, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 6,485 674 0.26% 0.28% 383 -235 -3.5% Q4 2025 Jan 30, 2026
Octavia Wealth Advisors, LLC History New 6,466 672 0.06% — 384 +6,466 New Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Added to 6,449 671 0.01% 0.0% 385 +2,910 82.23% Q4 2025 Feb 12, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 6,434 669 0.06% 0.06% 386 0 0.0% Q4 2025 Jan 12, 2026
Marks Group Wealth Management, Inc History Added to 6,384 664 0.06% 0.06% 387 +316 5.21% Q4 2025 Feb 11, 2026
Pinnacle Holdings, LLC History No change 6,361 661 0.22% 0.23% 388 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Reduced 6,305 656 0.02% 0.07% 389 -4,324 -40.68% Q4 2025 Feb 04, 2026
Gryphon Financial Partners LLC History Added to 6,288 654 0.07% 0.06% 390 +857 15.78% Q4 2025 Jan 08, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 6,275 653 0.05% — 391 +6,275 New Q4 2025 Feb 12, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 6,185 643 0.15% — 392 +6,185 New Q4 2025 Feb 03, 2026
U.S. Capital Wealth Advisors, LLC History Added to 6,077 632 0.02% 0.02% 393 +25 0.41% Q4 2025 Jan 23, 2026
Heritage Wealth Management, Inc. History Reduced 6,069 631 0.18% 0.18% 394 -30 -0.49% Q4 2025 Jan 26, 2026
Key Client Fiduciary Advisors, LLC History Added to 6,024 626 0.21% 0.2% 395 +241 4.17% Q4 2025 Jan 28, 2026
McHugh Group, LLC History Added to 6,017 626 0.36% 0.37% 396 +6 0.1% Q4 2025 Feb 02, 2026
Strategic Wealth Investment Group, LLC History Reduced 5,994 623 0.08% 0.06% 397 -605 -9.17% Q4 2025 Feb 11, 2026
Provenance Wealth Advisors, LLC History No change 5,990 623 0.07% 0.08% 398 0 0.0% Q4 2025 Jan 26, 2026
Latitude Advisors, LLC History Added to 5,983 622 0.27% 0.27% 399 +137 2.34% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Added to 5,944 618 0.02% 0.02% 400 +320 5.69% Q4 2025 Jan 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 5,933 617 0.07% 0.08% 401 -657 -9.97% Q4 2025 Jan 23, 2026
Regal Investment Advisors LLC History Reduced 5,898 613 0.04% 0.04% 403 -23 -0.39% Q4 2025 Feb 17, 2026
HT Partners LLC History No change 5,897 613 0.18% 0.19% 402 0 0.0% Q4 2025 Jan 21, 2026
Y-Intercept (Hong Kong) Ltd History New 5,871 610 0.01% — 404 +5,871 New Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 5,849 608 0.03% 0.02% 405 +2,504 74.86% Q4 2025 Feb 02, 2026
Vines Capital Management, LLC History New 5,825 606 0.59% — 406 +5,825 New Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Added to 5,595 594 0.02% 0.02% 408 +707 14.46% Q4 2025 Jan 09, 2026
Annex Advisory Services, LLC History Reduced 5,709 594 0.01% 0.01% 407 -116 -1.99% Q4 2025 Jan 26, 2026
Lewis Asset Management, LLC History Reduced 5,702 593 0.24% 0.25% 409 -99 -1.71% Q4 2025 Jan 15, 2026
Pine Harbor Wealth Management, LLC History Reduced 5,681 591 0.18% 0.19% 410 -11 -0.19% Q4 2025 Jan 20, 2026
WEALTH ALLIANCE, LLC History Added to 5,659 588 0.06% 0.06% 411 +27 0.48% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 5,610 583 0.08% 0.09% 412 -1 -0.02% Q4 2025 Jan 23, 2026
BRADY FAMILY WEALTH, LLC History No change 5,597 582 0.18% 0.18% 413 0 0.0% Q4 2025 Jan 07, 2026
Swisher Financial Concepts, Inc. History Reduced 5,558 578 0.33% 0.34% 414 -24 -0.43% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History No change 5,512 573 0.01% 0.01% 415 0 0.0% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 5,498 572 0.02% 0.01% 416 +2,033 58.67% Q4 2025 Feb 11, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 5,480 570 0.22% 0.23% 417 +25 0.46% Q4 2025 Jan 27, 2026
Bath Savings Trust Co History Added to 5,468 569 0.06% 0.05% 418 +75 1.39% Q4 2025 Jan 12, 2026
Brooklyn Investment Group History New 5,402 567 0.03% — 419 +5,402 New Q4 2025 Feb 12, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 5,419 563 0.2% 0.2% 420 +25 0.46% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,402 562 0.0% 0.0% 422 -270 -4.76% Q4 2025 Feb 12, 2026
Melone Private Wealth, LLC History No change 5,404 562 0.24% 0.25% 421 0 0.0% Q4 2025 Jan 07, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Reduced 5,380 559 0.46% 0.47% 423 -18 -0.33% Q4 2025 Feb 03, 2026
James J. Burns & Company, LLC History Added to 5,352 557 0.08% 0.05% 424 +2,002 59.76% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History Added to 5,340 555 0.0% 0.0% 425 +1,764 49.33% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,317 553 0.01% 0.01% 426 -6,774 -56.03% Q4 2025 Feb 11, 2026
Syntegra Private Wealth Group, LLC History Added to 5,322 553 0.05% 0.05% 427 +257 5.07% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 5,300 551 0.02% 0.01% 428 +3,316 167.14% Q4 2025 Feb 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 5,277 549 0.12% 0.13% 429 +197 3.88% Q4 2025 Jan 23, 2026
Graney & King, LLC History Reduced 5,245 545 0.32% 0.38% 430 -37 -0.7% Q4 2025 Feb 13, 2026
Optivise Advisory Services LLC History Added to 5,086 529 0.3% 0.23% 431 +1,386 37.46% Q4 2025 Jan 12, 2026
Riverbend Wealth Management, LLC History No change 5,021 522 0.32% 0.36% 432 0 0.0% Q4 2025 Jan 29, 2026
Diversified Enterprises, LLC History Reduced 4,993 519 0.03% 0.04% 433 -54 -1.07% Q4 2025 Jan 28, 2026
Veracity Capital LLC History Reduced 4,982 518 0.15% 0.18% 434 -402 -7.47% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Reduced 4,950 515 0.03% 0.03% 436 -250 -4.81% Q4 2025 Jan 20, 2026
OneDigital Investment Advisors LLC History Added to 4,949 515 0.01% 0.01% 437 +170 3.56% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Added to 4,955 515 0.0% 0.0% 435 +105 2.16% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History Reduced 4,903 510 0.03% 0.03% 439 -237 -4.61% Q4 2025 Feb 06, 2026
Acorn Wealth Advisors, LLC History Added to 4,905 510 0.15% 0.16% 438 +24 0.49% Q4 2025 Feb 10, 2026
GUIDANCE CAPITAL, INC History Reduced 4,635 507 0.12% 0.18% 440 -2,146 -31.65% Q4 2025 Jan 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 4,865 506 0.01% 0.01% 441 +1,125 30.08% Q4 2025 Feb 12, 2026
waypoint wealth counsel History Reduced 4,864 506 0.19% 0.21% 442 -202 -3.99% Q4 2025 Jan 28, 2026
Cornerstone Wealth Management, LLC History Added to 4,846 504 0.03% 0.02% 443 +684 16.43% Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History Reduced 4,806 500 0.06% 0.07% 444 -378 -7.29% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 4,782 497 0.01% 0.01% 445 -425 -8.16% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Reduced 4,758 495 0.02% 0.03% 446 -200 -4.03% Q4 2025 Feb 13, 2026
Family Capital Management, Inc. History Added to 4,720 491 0.22% 0.23% 447 +11 0.23% Q4 2025 Jan 27, 2026
National Wealth Management Group, LLC History No change 4,716 490 0.17% 0.18% 448 0 0.0% Q4 2025 Jan 12, 2026
FIRST TRUST ADVISORS LP History Added to 4,696 488 0.0% 0.0% 449 +1,888 67.24% Q4 2025 Feb 13, 2026
QTR Family Wealth, LLC History Reduced 4,277 487 0.21% 0.39% 450 -3,729 -46.58% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 4,613 480 0.03% 0.03% 451 -183 -3.82% Q4 2025 Feb 20, 2026
ASPIRIANT, LLC History Reduced 4,606 479 0.01% 0.01% 452 -99 -2.1% Q4 2025 Jan 20, 2026
Crescent Grove Advisors, LLC History No change 4,574 476 0.04% 0.04% 453 0 0.0% Q4 2025 Feb 11, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 4,569 475 0.2% 0.2% 454 -25 -0.54% Q4 2025 Jan 15, 2026
Realta Investment Advisors History Reduced 4,559 474 0.16% 0.17% 455 -237 -4.94% Q4 2025 Jan 20, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 4,543 472 0.02% 0.02% 456 0 0.0% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 4,535 471 0.04% 0.03% 457 +1,107 32.29% Q4 2025 Jan 13, 2026
Keystone Financial Group History Added to 4,474 465 0.03% 0.03% 459 +103 2.36% Q4 2025 Feb 06, 2026
Legacy Financial Strategies, LLC History Reduced 4,474 465 0.08% 0.08% 458 -1 -0.02% Q4 2025 Jan 23, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 4,412 459 0.13% 0.28% 460 -4,763 -51.91% Q4 2025 Jan 27, 2026
Beacon Pointe Advisors, LLC History Added to 4,405 458 0.0% 0.0% 461 +250 6.02% Q4 2025 Feb 18, 2026
GRANVILLE CAPITAL, INC. History New 4,389 456 0.24% — 462 +4,389 New Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 4,350 452 0.01% 0.01% 463 -1,291 -22.89% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History Reduced 4,323 449 0.02% 0.02% 464 -659 -13.23% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 4,296 447 0.02% 0.02% 465 +1,022 31.22% Q4 2025 Feb 05, 2026
Investment Advisory Group, LLC History Reduced 4,260 443 0.11% 0.16% 467 -1,318 -23.63% Q4 2025 Jan 23, 2026
Nicholas Hoffman & Company, LLC. History Reduced 4,263 443 0.01% 0.01% 466 -470 -9.93% Q4 2025 Feb 02, 2026
Astoria Portfolio Advisors LLC. History New 3,891 441 0.1% — 468 +3,891 New Q4 2025 Feb 24, 2026
TWO SIGMA SECURITIES, LLC History New 4,234 440 0.06% — 469 +4,234 New Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 4,231 440 0.0% 0.01% 470 -51 -1.19% Q4 2025 Feb 02, 2026
Joel Isaacson & Co., LLC History Added to 4,224 439 0.01% 0.02% 471 +18 0.43% Q4 2025 Jan 30, 2026
Sovereign Financial Group, Inc. History Reduced 4,207 437 0.08% 0.08% 472 -87 -2.03% Q4 2025 Jan 07, 2026
LongView Wealth Management History No change 4,054 436 0.11% 0.11% 473 0 0.0% Q4 2025 Jan 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,163 433 0.01% 0.01% 474 -564 -11.93% Q4 2025 Jan 07, 2026
Azimuth Capital Investment Management LLC History Reduced 4,160 432 0.02% 0.02% 475 -75 -1.77% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 4,113 428 0.0% 0.0% 476 +1,058 34.63% Q4 2025 Feb 11, 2026
ORG Partners LLC History No change 4,121 428 0.08% 0.08% 477 0 0.0% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 4,096 426 0.0% 0.0% 478 +31 0.76% Q4 2025 Jan 29, 2026
Hyundai Investments Co., Ltd. History New 4,031 422 0.41% — 479 +4,031 New Q4 2025 Feb 17, 2026
Tempus Wealth Planning, LLC History Reduced 4,031 419 0.1% 0.1% 480 -154 -3.68% Q4 2025 Jan 16, 2026
Arete Wealth Advisors, LLC History Reduced 3,987 415 0.03% 0.03% 481 -200 -4.78% Q4 2025 Feb 13, 2026
Gateway Wealth Partners, LLC History New 3,963 412 0.05% — 482 +3,963 New Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History New 3,954 411 0.03% — 483 +3,954 New Q4 2025 Feb 10, 2026
DEFINE FINANCIAL, LLC History Reduced 3,937 409 0.23% 0.28% 484 -576 -12.76% Q4 2025 Jan 13, 2026
McAdam, LLC History Added to 3,929 408 0.02% 0.02% 485 +1 0.03% Q4 2025 Feb 13, 2026
Keystone Financial Services, LLC History Added to 3,916 407 0.28% 0.28% 486 +15 0.38% Q4 2025 Jan 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 3,908 406 0.06% — 487 +3,908 New Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 3,897 406 0.0% 0.0% 488 -800 -17.03% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Reduced 3,890 404 0.01% 0.01% 489 -68 -1.72% Q4 2025 Jan 13, 2026
Karras Company, Inc. History New 3,870 402 0.39% — 490 +3,870 New Q4 2025 Feb 06, 2026
Fortis Capital Management LLC History New 3,857 401 0.05% — 491 +3,857 New Q4 2025 Feb 13, 2026
Ignite Planners, LLC History New 3,650 401 0.06% — 492 +3,650 New Q4 2025 Feb 06, 2026
Lansing Street Advisors History Added to 3,851 400 0.1% 0.1% 493 +24 0.63% Q4 2025 Jan 26, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 3,832 398 0.02% 0.01% 494 +1,698 79.57% Q4 2025 Feb 10, 2026
Stirlingshire Investments, Inc. History New 3,790 394 0.35% — 495 +3,790 New Q4 2025 Feb 11, 2026
Eagle Bay Advisors LLC History Reduced 3,780 393 0.29% 0.37% 497 -820 -17.83% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History Reduced 3,780 393 0.02% 0.02% 496 -99 -2.55% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History New 3,724 387 0.02% — 498 +3,724 New Q4 2025 Jan 21, 2026
Rockwood Wealth Management, LLC History No change 3,700 385 0.03% 0.03% 499 0 0.0% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Reduced 3,492 381 0.01% 0.01% 501 -254 -6.78% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Reduced 3,660 381 0.04% 0.04% 500 -186 -4.84% Q4 2025 Jan 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,655 380 0.01% 0.01% 502 0 0.0% Q4 2025 Jan 27, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 3,636 378 0.32% 0.32% 503 -165 -4.34% Q4 2025 Jan 20, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,622 376 0.02% 0.06% 504 -6,860 -65.45% Q4 2025 Jan 12, 2026
McKinley Carter Wealth Services, Inc. History Added to 3,595 374 0.02% 0.02% 505 +90 2.57% Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History Reduced 3,590 373 0.01% 0.01% 506 -209 -5.5% Q4 2025 Feb 02, 2026
CPC Advisors, LLC History No change 3,588 373 0.04% 0.04% 507 0 0.0% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Added to 3,554 369 0.01% 0.01% 509 +252 7.63% Q4 2025 Feb 09, 2026
CHILTON INVESTMENT CO INC. History No change 3,550 369 0.01% 0.01% 508 0 0.0% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,534 367 0.06% — 512 +3,534 New Q4 2025 Feb 12, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 3,527 367 0.28% 0.28% 511 -29 -0.82% Q4 2025 Feb 12, 2026
RIA Advisory Group LLC History Added to 3,534 367 0.09% 0.09% 510 +15 0.43% Q4 2025 Feb 02, 2026
FourThought Financial Partners, LLC History New 3,500 364 0.03% — 513 +3,500 New Q4 2025 Feb 06, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 3,473 361 0.01% 0.01% 514 -25 -0.71% Q4 2025 Feb 13, 2026
Emergent Wealth Advisors, LLC History Reduced 3,461 360 0.2% 0.22% 515 -297 -7.9% Q4 2025 Jan 14, 2026
Advisory Alpha, LLC History Reduced 3,458 359 0.01% 0.01% 517 -1,612 -31.79% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Added to 3,458 359 0.01% 0.01% 516 +289 9.12% Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 3,447 358 0.05% — 519 +3,447 New Q4 2025 Feb 09, 2026
Clear Creek Financial Management, LLC History Reduced 3,446 358 0.03% 0.03% 518 -173 -4.78% Q4 2025 Jan 23, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 3,403 354 0.15% 0.17% 520 -42 -1.22% Q4 2025 Feb 13, 2026
PROMETHIUM ADVISORS,LLC History Reduced 3,391 352 0.19% 0.26% 521 -970 -22.24% Q4 2025 Feb 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 3,365 350 0.03% 0.06% 522 -2,270 -40.28% Q4 2025 Jan 12, 2026
CWA Asset Management Group, LLC History Added to 3,361 349 0.01% 0.01% 523 +1,136 51.06% Q4 2025 Jan 07, 2026
Raab & Moskowitz Asset Management LLC History No change 3,334 346 0.08% 0.08% 524 0 0.0% Q4 2025 Jan 20, 2026
DB&C Advisors, LLC History New 3,323 345 0.43% — 526 +3,323 New Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 3,318 345 0.04% 0.04% 525 -87 -2.56% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 3,315 344 0.03% 0.03% 528 +1 0.03% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History No change 3,309 344 0.08% 0.09% 527 0 0.0% Q4 2025 Feb 03, 2026
Heritage Family Offices, LLP History No change 3,304 343 0.16% 0.16% 529 0 0.0% Q4 2025 Jan 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,278 341 0.02% 0.08% 531 -5,941 -64.44% Q4 2025 Feb 03, 2026
Darwin Wealth Management, LLC History No change 3,278 341 0.11% 0.11% 530 0 0.0% Q4 2025 Jan 22, 2026
United Capital Management of KS, Inc. History Reduced 3,273 340 0.05% 0.05% 533 -147 -4.3% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History No change 3,275 340 0.0% 0.0% 532 0 0.0% Q4 2025 Feb 18, 2026
GTS SECURITIES LLC History Reduced 3,265 339 0.01% 0.44% 534 -107,131 -97.04% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 3,261 339 0.03% 0.03% 535 -144 -4.23% Q4 2025 Feb 18, 2026
Bedell Frazier Investment Counselling, LLC History Added to 3,247 337 0.07% 0.07% 536 +20 0.62% Q4 2025 Feb 17, 2026
ProCore Advisors, LLC History New 3,225 335 0.34% — 539 +3,225 New Q4 2025 Jan 21, 2026
EVEXIA WEALTH LLC History Added to 3,069 335 0.09% 0.08% 538 +273 9.76% Q4 2025 Jan 16, 2026
Waterloo Capital, L.P. History Added to 3,225 335 0.02% 0.02% 537 +20 0.62% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Added to 3,215 334 0.02% 0.01% 540 +2,000 164.61% Q4 2025 Jan 05, 2026
AE Wealth Management LLC History Added to 3,209 333 0.0% 0.0% 541 +703 28.05% Q4 2025 Jan 26, 2026
RB Capital Management, LLC History Added to 3,191 332 0.07% 0.07% 543 +134 4.38% Q4 2025 Feb 03, 2026
HBK Sorce Advisory LLC History No change 2,922 332 0.01% 0.01% 542 0 0.0% Q4 2025 Feb 09, 2026
Clark Capital Management Group, Inc. History Added to 3,172 330 0.0% 0.0% 544 +517 19.47% Q4 2025 Feb 17, 2026
Novak & Powell Financial Services, Inc. History Added to 3,178 330 0.17% 0.17% 545 +65 2.09% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 3,167 329 0.01% 0.01% 546 -857 -21.3% Q4 2025 Feb 13, 2026
Kapstone Financial Advisors LLC History No change 3,169 329 0.16% 0.15% 547 0 0.0% Q4 2025 Feb 05, 2026
FIRST AMERICAN TRUST, FSB History Added to 3,152 328 0.02% 0.02% 548 +805 34.3% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History No change 3,150 328 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 05, 2026
Guardian Capital, LLC History New 3,148 327 0.29% — 551 +3,148 New Q4 2025 Feb 05, 2026
Goelzer Investment Management, Inc. History No change 3,145 327 0.02% 0.02% 550 0 0.0% Q4 2025 Jan 14, 2026
Andrews Advisory Associates, LLC History New 3,142 326 0.17% — 553 +3,142 New Q4 2025 Feb 18, 2026
Betterment LLC History Added to 3,133 326 0.0% 0.0% 552 +285 10.01% Q4 2025 Feb 12, 2026
DGS Capital Management, LLC History Reduced 3,113 323 0.06% 0.06% 554 -24 -0.77% Q4 2025 Feb 24, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 3,096 322 0.0% 0.01% 555 -3,151 -50.44% Q4 2025 Feb 10, 2026
Prosperity Wealth Management, Inc. History New 3,103 322 0.11% — 557 +3,103 New Q4 2025 Mar 27, 2026
Essex Bank History Reduced 3,100 322 0.07% 0.11% 556 -1,466 -32.11% Q4 2025 Feb 02, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,051 317 0.03% 0.03% 558 0 0.0% Q4 2025 Jan 09, 2026
Cyndeo Wealth Partners, LLC History Added to 3,038 316 0.02% 0.02% 560 +2 0.07% Q4 2025 Jan 07, 2026
Weaver Consulting Group History No change 3,044 316 0.08% 0.08% 559 0 0.0% Q4 2025 Feb 10, 2026
Cottage Street Advisors LLC History Reduced 3,025 314 0.13% 0.14% 562 -175 -5.47% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History No change 3,022 314 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 20, 2026
ProVise Management Group, LLC History Reduced 3,016 313 0.02% 0.03% 563 -370 -10.93% Q4 2025 Jan 29, 2026
Hickory Point Bank & Trust History Reduced 3,000 312 0.23% 0.35% 565 -1,500 -33.33% Q4 2025 Jan 12, 2026
B & T Capital Management DBA Alpha Capital Management History No change 3,000 312 0.04% 0.05% 564 0 0.0% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History New 2,985 310 0.0% — 566 +2,985 New Q4 2025 Jan 13, 2026
August Group Capital Ltd History New 2,983 310 0.34% — 569 +2,983 New Q4 2025 Feb 12, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 2,987 310 0.04% 0.04% 568 -99 -3.21% Q4 2025 Jan 07, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,987 310 0.03% 0.03% 567 0 0.0% Q4 2025 Feb 03, 2026
SAXON INTERESTS, INC. History Reduced 2,978 309 0.11% 0.13% 570 -77 -2.52% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 2,950 307 0.01% — 571 +2,950 New Q4 2025 Feb 13, 2026
Global Strategic Investment Solutions, LLC History Reduced 2,941 306 0.03% 0.03% 572 -92 -3.03% Q4 2025 Jan 29, 2026
Clark Asset Management, LLC History Reduced 2,926 304 0.03% 0.09% 575 -4,363 -59.86% Q4 2025 Jan 27, 2026
Intrua Financial, LLC History Added to 2,923 304 0.03% 0.02% 574 +693 31.08% Q4 2025 Feb 05, 2026
S.A. Mason LLC History No change 2,930 304 0.12% 0.13% 573 0 0.0% Q4 2025 Jan 29, 2026
Modera Wealth Management, LLC History Reduced 2,908 302 0.0% 0.0% 576 -200 -6.44% Q4 2025 Jan 21, 2026
BTS Asset Management, Inc. History Reduced 2,881 300 0.41% 0.39% 577 -86 -2.9% Q4 2025 Jan 26, 2026
KENNEDY INVESTMENT GROUP History Added to 2,886 300 0.11% 0.12% 578 +1 0.03% Q4 2025 Feb 06, 2026
Savvy Advisors, Inc. History New 2,869 298 0.01% — 580 +2,869 New Q4 2025 Jan 20, 2026
Sherman Wealth Management LLC History New 2,866 298 0.26% — 581 +2,866 New Q4 2025 Jan 15, 2026
Capital Advisors Wealth Management, LLC History Added to 2,867 298 0.04% 0.04% 579 +217 8.19% Q4 2025 Jan 21, 2026
Stablepoint Partners, LLC History Reduced 2,832 294 0.05% 0.06% 582 -608 -17.67% Q4 2025 Jan 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2,795 290 0.23% — 583 +2,795 New Q4 2025 Feb 11, 2026
Guardian Wealth Advisors, LLC History Added to 2,758 287 0.16% 0.16% 584 +64 2.38% Q4 2025 Feb 02, 2026
Loudon Investment Management, LLC History Reduced 2,720 283 0.15% 0.15% 586 -150 -5.23% Q4 2025 Feb 12, 2026
NBT BANK N A /NY History Added to 104 283 0.02% 0.02% 585 +1 0.97% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History New 2,711 282 0.0% — 587 +2,711 New Q4 2025 Jan 26, 2026
Sage Investment Advisers LLC History New 2,705 281 0.21% — 589 +2,705 New Q4 2025 Feb 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,707 281 0.11% 0.12% 588 0 0.0% Q4 2025 Jan 27, 2026
PINNACLE ASSOCIATES LTD History No change 2,700 280 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 05, 2026
Fisher Asset Management, LLC History Added to 2,689 279 0.0% 0.0% 591 +238 9.71% Q4 2025 Feb 09, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 2,654 276 0.08% 0.09% 592 -358 -11.89% Q4 2025 Jan 20, 2026
RFG Advisory, LLC History Reduced 2,643 275 0.01% 0.01% 593 -498 -15.85% Q4 2025 Feb 03, 2026
Plotkin Financial Advisors, LLC History No change 2,639 274 0.13% 0.13% 594 0 0.0% Q4 2025 Feb 19, 2026
Ancora Advisors LLC History No change 2,625 273 0.01% 0.01% 595 0 0.0% Q4 2025 Feb 17, 2026
Strategic Advisors LLC History Added to 2,616 272 0.04% 0.04% 596 +269 11.46% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 2,618 272 0.01% 0.01% 597 +6 0.23% Q4 2025 Jan 06, 2026
Curran Financial Partners, LLC History Reduced 2,581 268 0.05% 0.23% 598 -8,692 -77.1% Q4 2025 Jan 22, 2026
Pallas Capital Advisors LLC History New 2,567 267 0.01% — 600 +2,567 New Q4 2025 Jan 14, 2026
Circle Wealth Management, LLC History No change 2,570 267 0.0% 0.01% 599 0 0.0% Q4 2025 Feb 13, 2026
Kentucky Trust Co History No change 2,572 267 0.14% 0.14% 601 0 0.0% Q4 2025 Jan 21, 2026
Inscription Capital, LLC History Added to 2,559 266 0.03% 0.02% 603 +310 13.78% Q4 2025 Jan 29, 2026
Waldron Private Wealth LLC History No change 2,559 266 0.01% 0.01% 602 0 0.0% Q4 2025 Jan 14, 2026
Collaborative Wealth Managment Inc. History No change 2,560 266 0.09% 0.11% 604 0 0.0% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 2,552 265 0.0% 0.01% 605 -299 -10.49% Q4 2025 Jan 28, 2026
PFG Advisors History Reduced 2,534 263 0.01% 0.01% 606 -200 -7.32% Q4 2025 Jan 27, 2026
Richmond Investment Services, LLC History Reduced 2,520 262 0.05% 0.06% 607 -365 -12.65% Q4 2025 Feb 12, 2026
Tranquility Partners, LLC History Reduced 2,507 260 0.09% 0.13% 609 -1,318 -34.46% Q4 2025 Feb 03, 2026
Accredited Investors Inc. History No change 2,505 260 0.01% 0.01% 608 0 0.0% Q4 2025 Feb 05, 2026
Strategic Blueprint, LLC History Reduced 2,487 258 0.02% 0.04% 610 -7,260 -74.48% Q4 2025 Jan 30, 2026
Crew Capital Management, Ltd History Reduced 2,481 258 0.16% 0.18% 611 -100 -3.87% Q4 2025 Jan 16, 2026
Morey & Quinn Wealth Partners, LLC History Reduced 2,456 255 0.18% 0.19% 612 -4 -0.16% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Reduced 2,442 254 0.05% 0.07% 613 -478 -16.37% Q4 2025 Feb 11, 2026
WATERSHED PRIVATE WEALTH LLC History No change 2,450 254 0.08% 0.08% 614 0 0.0% Q4 2025 Jan 23, 2026
Composition Wealth, LLC History New 2,433 253 0.0% — 615 +2,433 New Q4 2025 Feb 02, 2026
Aspen Wealth Management LLC History Added to 2,434 253 0.05% 0.06% 616 +15 0.62% Q4 2025 Jan 05, 2026
Essex LLC History Added to 2,428 252 0.04% 0.04% 618 +13 0.54% Q4 2025 Jan 20, 2026
Modern Wealth Management, LLC History Added to 2,430 252 0.0% 0.0% 619 +13 0.54% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History No change 2,423 252 0.03% 0.03% 617 0 0.0% Q4 2025 Feb 13, 2026
RS CRUM INC. History No change 2,420 251 0.05% 0.06% 620 0 0.0% Q4 2025 Feb 17, 2026
DAGCO, INC. History Reduced 2,400 249 0.06% 0.06% 621 -53 -2.16% Q4 2025 Jan 08, 2026
Westside Investment Management, Inc. History No change 2,380 248 0.04% 0.04% 622 0 0.0% Q4 2025 Jan 23, 2026
BOS Asset Management, LLC History No change 2,379 247 0.07% 0.07% 623 0 0.0% Q4 2025 Jan 09, 2026
Grant Private Wealth Management Inc History Reduced 2,368 246 0.15% 0.25% 624 -1,532 -39.28% Q4 2025 Jan 05, 2026
Smartleaf Asset Management LLC History Reduced 2,329 244 0.01% 0.02% 625 -398 -14.59% Q4 2025 Feb 13, 2026
WealthSpring Partners, LLC History New 2,339 243 0.25% — 626 +2,339 New Q4 2025 Feb 12, 2026
VestGen Advisors, LLC History New 2,339 243 0.01% — 627 +2,339 New Q4 2025 Feb 17, 2026
Sage Mountain Advisors LLC History No change 2,332 242 0.01% 0.01% 628 0 0.0% Q4 2025 Jan 23, 2026
Alpha Cubed Investments, LLC History Added to 2,315 240 0.01% 0.01% 629 +57 2.52% Q4 2025 Feb 03, 2026
MWA Asset Management History Reduced 2,292 238 0.13% 0.13% 630 -15 -0.65% Q4 2025 Jan 29, 2026
Oxbow Advisors, LLC History Reduced 2,283 237 0.02% 0.02% 631 -66 -2.81% Q4 2025 Feb 04, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,280 237 0.0% 0.0% 632 +28 1.24% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History No change 2,271 236 0.02% 0.02% 633 0 0.0% Q4 2025 Jan 26, 2026
Anson Capital, Inc. History No change 2,274 236 0.17% 0.18% 634 0 0.0% Q4 2025 Feb 04, 2026
Rodgers Brothers Inc. History New 2,256 234 0.03% — 635 +2,256 New Q4 2025 Feb 13, 2026
Davis Wealth Advisors, LLC History New 2,250 234 0.19% — 638 +2,250 New Q4 2025 Feb 17, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,257 234 0.01% 0.01% 636 0 0.0% Q4 2025 Feb 17, 2026
Cherry Tree Wealth Management, LLC History No change 2,256 234 0.05% 0.05% 637 0 0.0% Q4 2025 Feb 10, 2026
NWM ADVISORS, LLC History New 2,236 232 0.2% — 640 +2,236 New Q4 2025 Feb 04, 2026
ADVISORY RESEARCH INC History No change 2,231 232 0.03% 0.03% 639 0 0.0% Q4 2025 Feb 13, 2026
Cooper Financial Group History Reduced 2,213 230 0.02% 0.03% 641 -66 -2.9% Q4 2025 Jan 08, 2026
KINTRA WEALTH, LLC History New 2,206 229 0.03% — 643 +2,206 New Q4 2025 Feb 18, 2026
Crestwood Advisors Group, LLC History Added to 2,203 229 0.0% 0.0% 642 +2 0.09% Q4 2025 Feb 03, 2026
Strategic Financial Concepts, LLC History New 2,180 226 0.21% — 645 +2,180 New Q4 2025 Feb 09, 2026
Visionary Wealth Advisors History Reduced 2,176 226 0.01% 0.01% 644 -60 -2.68% Q4 2025 Feb 13, 2026
Coastwise Capital Group, LLC History Added to 2,158 224 0.11% 0.16% 646 +11 0.51% Q4 2025 Feb 12, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 2,149 223 0.1% — 648 +2,149 New Q4 2025 Feb 06, 2026
CFM WEALTH PARTNERS LLC History No change 2,152 223 0.03% 0.03% 647 0 0.0% Q4 2025 Jan 27, 2026
Capstone Wealth Management Group LLC History Added to 2,128 221 0.13% 0.14% 649 +4 0.19% Q4 2025 Jan 09, 2026
Onyx Bridge Wealth Group LLC History Added to 2,123 220 0.02% 0.02% 650 +106 5.26% Q4 2025 Feb 18, 2026
Belpointe Asset Management LLC History New 2,100 218 0.01% — 652 +2,100 New Q4 2025 Jan 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,100 218 0.04% 0.04% 651 0 0.0% Q4 2025 Feb 11, 2026
Evergreen Wealth Partners LLC History New 2,094 217 0.18% — 656 +2,094 New Q4 2025 Feb 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 2,086 217 0.05% 0.06% 655 -395 -15.92% Q4 2025 Jan 09, 2026
Magnus Financial Group LLC History Added to 2,094 217 0.02% 0.02% 654 +11 0.53% Q4 2025 Jan 07, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,089 217 0.01% 0.01% 653 0 0.0% Q4 2025 Feb 05, 2026
KELLY FINANCIAL GROUP LLC History No change 2,080 216 0.05% 0.06% 657 0 0.0% Q4 2025 Jan 23, 2026
Laurel Wealth Planning LLC History No change 2,068 215 0.12% 0.11% 658 0 0.0% Q4 2025 Jan 23, 2026
SAPIENT CAPITAL LLC History New 2,047 214 0.0% — 659 +2,047 New Q4 2025 Feb 05, 2026
Wealthfront Advisers LLC History New 2,055 213 0.0% — 660 +2,055 New Q4 2025 Jan 30, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 2,051 213 0.08% — 661 +2,051 New Q4 2025 Mar 26, 2026
GLENMEDE TRUST CO NA History New 2,028 211 0.0% — 662 +2,028 New Q4 2025 Feb 17, 2026
Sandy Cove Advisors, LLC History Added to 2,029 211 0.06% 0.07% 663 +1 0.05% Q4 2025 Feb 09, 2026
Global Assets Advisory, LLC History No change 2,019 210 0.06% 0.06% 664 0 0.0% Q4 2025 Feb 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 2,003 208 0.02% 0.02% 667 -109 -5.16% Q4 2025 Jan 27, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 2,001 208 0.01% 0.01% 665 +2 0.1% Q4 2025 Feb 17, 2026
McCollum Christoferson Group LLC History No change 2,000 208 0.06% 0.06% 666 0 0.0% Q4 2025 Jan 09, 2026
Red Mountain Financial, LLC History Reduced 1,998 207 0.2% 0.21% 668 -47 -2.3% Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Reduced 1,982 206 0.0% 0.01% 669 -220 -9.99% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Added to 1,961 204 0.0% 0.0% 670 +19 0.98% Q4 2025 Feb 10, 2026
Dedeker Financial LLC History New 1,945 202 0.18% — 674 +1,945 New Q4 2025 Mar 31, 2026
Bouchey Financial Group Ltd History No change 1,950 202 0.02% 0.02% 671 0 0.0% Q4 2025 Jan 16, 2026
ARS Wealth Advisors Group, LLC History No change 1,949 202 0.02% 0.02% 672 0 0.0% Q4 2025 Jan 12, 2026
Bank of Jackson Hole Trust History No change 1,950 202 0.1% 0.1% 673 0 0.0% Q4 2025 Feb 12, 2026
Segment Wealth Management, LLC History New 1,930 200 0.01% — 675 +1,930 New Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 1,925 200 0.0% — 677 +1,925 New Q4 2025 Feb 13, 2026
Wrenne Financial Planning LLC History New 1,923 200 0.08% — 678 +1,923 New Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Reduced 1,928 200 0.01% 0.01% 676 -163 -7.8% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History Reduced 1,825 189 0.0% 0.0% 679 -125 -6.41% Q4 2025 Feb 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History New 1,800 187 0.07% — 680 +1,800 New Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,735 180 0.15% 0.21% 681 -18,024 -91.22% Q4 2025 Feb 06, 2026
Triumph Capital Management History Reduced 1,636 170 0.04% 0.06% 682 -673 -29.15% Q4 2025 Feb 12, 2026
Y.D. More Investments Ltd History No change 1,600 166 0.01% 0.01% 683 0 0.0% Q4 2025 Jan 21, 2026
Westfuller Advisors, LLC History Added to 1,578 164 0.07% 0.07% 684 +10 0.64% Q4 2025 Jan 21, 2026
Crewe Advisors LLC History No change 1,563 162 0.01% 0.02% 685 0 0.0% Q4 2025 Jan 16, 2026
Citizens National Bank Trust Department History No change 1,550 161 0.03% 0.03% 686 0 0.0% Q4 2025 Jan 30, 2026
Sound Income Strategies, LLC History Added to 1,449 158 0.01% 0.01% 687 +538 59.06% Q4 2025 Jan 21, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,480 154 0.07% 0.06% 688 +5 0.34% Q4 2025 Jan 30, 2026
Root Financial Partners, LLC History No change 1,480 154 0.01% 0.01% 689 0 0.0% Q4 2025 Feb 10, 2026
Spire Wealth Management History Reduced 1,473 153 0.01% 0.01% 690 -2,656 -64.33% Q4 2025 Jan 14, 2026
Ritter Daniher Financial Advisory LLC / DE History New 1,422 148 0.02% — 691 +1,422 New Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History No change 1,412 146 0.04% 0.04% 692 0 0.0% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Added to 1,320 137 0.0% 0.0% 693 +123 10.28% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History No change 1,292 134 0.04% 0.04% 694 0 0.0% Q4 2025 Jan 22, 2026
ROWLANDMILLER & PARTNERS.ADV History Added to 1,266 131 0.03% 0.03% 695 +1 0.08% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 1,220 126 0.0% 0.0% 696 -163 -11.79% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Reduced 1,200 124 0.02% 0.02% 697 -300 -20.0% Q4 2025 Jan 21, 2026
Asset Management One Co., Ltd. History Added to 1,096 115 0.0% 0.0% 698 +657 149.66% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,093 113 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History No change 1,074 111 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 02, 2026
Quent Capital, LLC History New 1,055 109 0.01% — 701 +1,055 New Q4 2025 Jan 29, 2026
BFSG, LLC History Added to 1,047 108 0.01% 0.01% 702 +70 7.16% Q4 2025 Jan 22, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,022 106 0.01% 0.01% 703 0 0.0% Q4 2025 Jan 20, 2026
BOK Financial Private Wealth, Inc. History New 1,000 104 0.01% — 704 +1,000 New Q4 2025 Feb 06, 2026
Colonial Trust Advisors History No change 975 101 0.01% 0.01% 705 0 0.0% Q4 2025 Feb 12, 2026
TCTC Holdings, LLC History No change 951 98 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 935 97 0.01% 0.01% 707 0 0.0% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 889 92 0.0% 0.0% 708 -200 -18.37% Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History Reduced 882 91 0.04% 0.03% 709 -357 -28.81% Q4 2025 Feb 11, 2026
GHP Investment Advisors, Inc. History Added to 844 87 0.0% 0.0% 710 +6 0.72% Q4 2025 Jan 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 795 82 0.01% 0.01% 711 0 0.0% Q4 2025 Jan 08, 2026
TSFG, LLC History Reduced 653 68 0.01% 0.03% 712 -1,019 -60.94% Q4 2025 Feb 04, 2026
Banque Cantonale Vaudoise History Reduced 645 67 0.0% 0.01% 713 -1,750 -73.07% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History No change 625 65 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 26, 2026
Clayton Financial Group LLC History No change 615 64 0.03% 0.05% 715 0 0.0% Q4 2025 Jan 21, 2026
Twin Lakes Capital Management, LLC History Added to 611 63 0.03% 0.03% 717 +4 0.66% Q4 2025 Feb 04, 2026
Parkside Financial Bank & Trust History No change 609 63 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History No change 585 60 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 11, 2026
Intesa Sanpaolo Wealth Management History New 555 57 0.01% — 719 +555 New Q4 2025 Feb 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 545 56 0.0% 0.0% 720 -176 -24.41% Q4 2025 Jan 23, 2026
Key FInancial Inc History No change 539 56 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History No change 522 54 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 16, 2026
United Community Bank History No change 525 54 0.02% 0.02% 723 0 0.0% Q4 2025 Jan 30, 2026
Mascoma Wealth Management LLC History No change 500 52 0.01% 0.01% 724 0 0.0% Q4 2025 Feb 04, 2026
Sarver Vrooman Wealth Advisors History Added to 489 50 0.03% 0.01% 725 +349 249.29% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History No change 480 49 0.0% 0.0% 726 0 0.0% Q4 2025 Feb 13, 2026
Redwood Park Advisors LLC History Added to 463 48 0.03% 0.03% 728 +3 0.65% Q4 2025 Feb 17, 2026
Investors Research Corp History No change 469 48 0.01% 0.01% 727 0 0.0% Q4 2025 Jan 06, 2026
Hilltop National Bank History No change 455 47 0.01% 0.01% 729 0 0.0% Q4 2025 Jan 07, 2026
Aventura Private Wealth, LLC History Added to 446 46 0.02% 0.02% 730 +1 0.22% Q4 2025 Jan 07, 2026
First Command Advisory Services, Inc. History New 435 45 0.0% — 731 +435 New Q4 2025 Feb 11, 2026
Beaird Harris Wealth Management, LLC History No change 427 44 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 23, 2026
Turim 21 Investimentos Ltda. History New 400 41 0.02% — 733 +400 New Q4 2025 Feb 17, 2026
True Wealth Design, LLC History No change 400 41 0.01% 0.01% 734 0 0.0% Q4 2025 Jan 08, 2026
Cheviot Value Management, LLC History Added to 355 38 0.0% 0.0% 735 +3 0.85% Q4 2025 Feb 03, 2026
Operose Advisors LLC History No change 372 38 0.01% 0.01% 736 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 357 37 0.0% 0.0% 737 0 0.0% Q4 2025 Feb 06, 2026
Oakworth Capital, Inc. History No change 361 37 0.0% 0.0% 738 0 0.0% Q4 2025 Jan 30, 2026
Garton & Associates Financial Advisors LLC History New 325 33 0.02% — 739 +325 New Q4 2025 Feb 18, 2026
Qube Research & Technologies Ltd History Added to 317 32 0.0% 0.0% 740 +188 145.74% Q4 2025 Feb 17, 2026
TFC Financial Management, Inc. History New 292 30 0.0% — 742 +292 New Q4 2025 Jan 23, 2026
Valued Wealth Advisors LLC History Reduced 296 30 0.01% 0.01% 744 -11 -3.58% Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History Added to 292 30 0.0% 0.0% 743 +1 0.34% Q4 2025 Feb 11, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 290 30 0.0% 0.0% 741 0 0.0% Q4 2025 Jan 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 274 28 0.01% 0.01% 745 0 0.0% Q4 2025 Feb 12, 2026
MCF Advisors LLC History New 252 26 0.0% — 746 +252 New Q4 2025 Feb 11, 2026
Creative Capital Management Investments LLC History No change 245 25 0.01% 0.01% 747 0 0.0% Q4 2025 Jan 23, 2026
MASECO LLP History No change 244 25 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 22, 2026
Sunrise Financial Services, LLC History New 231 24 0.02% — 751 +231 New Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History No change 237 24 0.0% 0.0% 749 0 0.0% Q4 2025 Jan 28, 2026
IAG Wealth Partners, LLC History No change 235 24 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 10, 2026
Smallwood Wealth Investment Management, LLC History No change 227 23 0.01% 0.01% 752 0 0.0% Q4 2025 Jan 23, 2026
Stephens Consulting, LLC History No change 228 23 0.01% 0.01% 753 0 0.0% Q4 2025 Jan 13, 2026
DiNuzzo Private Wealth, Inc. History No change 228 23 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 16, 2026
Grove Bank & Trust History No change 220 22 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 08, 2026
Copia Wealth Management History No change 205 21 0.02% 0.02% 756 0 0.0% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History No change 200 20 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 22, 2026
MidFirst Bank History New 181 18 0.0% — 759 +181 New Q4 2025 Feb 25, 2026
Navalign, LLC History New 180 18 0.0% — 758 +180 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 166 17 0.0% 0.0% 762 -97 -36.88% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 165 17 0.0% 0.0% 760 -8 -4.62% Q4 2025 Feb 10, 2026
Newbridge Financial Services Group, Inc. History Added to 165 17 0.0% 0.0% 763 +4 2.48% Q4 2025 Jan 21, 2026
Johnson Financial Group, Inc. History No change 164 17 0.0% 0.0% 761 0 0.0% Q4 2025 Feb 12, 2026
ST GERMAIN D J CO INC History New 156 16 0.0% — 764 +156 New Q4 2025 Jan 29, 2026
Silicon Valley Capital Partners History Added to 158 16 0.0% 0.0% 765 +1 0.64% Q4 2025 Feb 13, 2026
Benson Wealth Management INC History New 122 12 0.01% — 767 +122 New Q4 2025 Feb 12, 2026
POM Investment Strategies, LLC History No change 121 12 0.01% 0.01% 766 0 0.0% Q4 2025 Feb 17, 2026
Comprehensive Financial Planning, Inc./PA History Added to 109 11 0.01% 0.01% 771 +9 9.0% Q4 2025 Feb 11, 2026
COUNTRY TRUST BANK History No change 110 11 0.0% 0.0% 768 0 0.0% Q4 2025 Jan 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 112 11 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History No change 108 11 0.0% 0.0% 770 0 0.0% Q4 2025 Feb 13, 2026
MCGUIRE CAPITAL ADVISORS INC History New 105 10 0.01% — 780 +105 New Q4 2025 Feb 19, 2026
HAZLETT, BURT & WATSON, INC. History New 100 10 0.0% — 772 +100 New Q4 2025 Feb 10, 2026
WealthCollab, LLC History New 100 10 0.0% — 777 +100 New Q4 2025 Jan 27, 2026
Ares Financial Consulting, LLC History New 100 10 0.01% — 779 +100 New Q4 2025 Jan 30, 2026
Lavaca Capital LLC History Added to 105 10 0.0% 0.0% 773 +1 0.96% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History No change 100 10 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 14, 2026
Addison Advisors LLC History No change 100 10 0.0% 0.0% 775 0 0.0% Q4 2025 Feb 06, 2026
Tidemark, LLC History No change 103 10 0.0% 0.0% 776 0 0.0% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History No change 100 10 0.01% 0.01% 778 0 0.0% Q4 2025 Jan 14, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 87 9 0.01% — 781 +87 New Q4 2025 Jan 22, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 67 6 0.0% 0.05% 782 -183 -73.2% Q4 2025 Jan 20, 2026
CBIZ Investment Advisory Services, LLC History Added to 64 6 0.0% 0.0% 783 +10 18.52% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History No change 59 6 0.0% 0.0% 784 0 0.0% Q4 2025 Jan 16, 2026
Kohmann Bosshard Financial Services, LLC History New 55 5 0.0% — 786 +55 New Q4 2025 Jan 30, 2026
Premier Financial Group History New 54 5 0.0% — 789 +54 New Q4 2025 Feb 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 56 5 0.0% 0.0% 785 -9 -13.85% Q4 2025 Jan 14, 2026
West Branch Capital LLC History No change 50 5 0.0% 0.0% 787 0 0.0% Q4 2025 Jan 16, 2026
Global Wealth Strategies & Associates History No change 50 5 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 02, 2026
Peterson Wealth Services History Reduced 40 4 0.0% 0.0% 792 -10,750 -99.63% Q4 2025 Feb 12, 2026
NVWM, LLC History Reduced 45 4 0.0% 0.01% 791 -201 -81.71% Q4 2025 Jan 20, 2026
DEUTSCHE BANK AG\ History Reduced 45 4 0.0% 0.0% 790 -80 -64.0% Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 47 4 0.0% — 793 +47 New Q4 2025 Feb 17, 2026
Elevated Capital Advisors, LLC History New 36 3 0.0% — 795 +36 New Q4 2025 Jan 27, 2026
OPTIMA CAPITAL LLC History New 34 3 0.0% — 798 +34 New Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History New 32 3 0.0% — 797 +32 New Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History No change 36 3 0.0% 0.0% 794 0 0.0% Q4 2025 Jan 14, 2026
WFA of San Diego, LLC History No change 33 3 0.0% 0.0% 796 0 0.0% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 22 2 0.0% — 799 +22 New Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 11 1 0.0% 0.0% 800 -49 -81.67% Q4 2025 Feb 02, 2026