Global X Funds - PAVE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
BANK OF MONTREAL /CAN/ History Added to 24,643,304 1,177,703 0.41% 0.43% 1 +868,412 3.65% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 24,595,877 1,175,436 0.09% 0.08% 2 +336,454 1.39% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 10,218,475 488,340 0.03% 0.03% 3 +288,691 2.91% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 7,627,988 364,541 0.1% 0.1% 4 +340,014 4.67% Q4 2025 Feb 11, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 6,239,139 299,095 2.59% 1.94% 5 +1,694,808 37.29% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Added to 4,736,398 226,352 0.01% 0.01% 6 +1,106,276 30.47% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 3,652,125 174,535 0.3% 0.28% 7 +229,481 6.7% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 3,036,877 145,132 0.03% 0.03% 8 +1,029 0.03% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,914,895 139,302 0.04% 0.03% 9 +797,196 37.64% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 2,227,937 106,483 0.16% 0.15% 10 -24,702 -1.1% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 2,100,906 100,402 0.02% 0.02% 11 -141,387 -6.31% Q4 2025 Jan 29, 2026
WADDELL & ASSOCIATES, LLC History Added to 1,917,540 91,639 6.18% 7.67% 12 +25,372 1.34% Q4 2025 Feb 11, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 1,871,750 89,598 0.58% 0.91% 13 -622,000 -24.94% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,826,796 87,302 0.06% 0.06% 14 -101,207 -5.25% Q4 2025 Feb 10, 2026
Moss Adams Wealth Advisors LLC History Added to 1,764,263 84,795 6.15% 4.18% 15 +638,160 56.67% Q4 2025 Jan 26, 2026
RiverFront Investment Group, LLC History Added to 1,494,057 71,401 1.18% 1.21% 16 +49,905 3.46% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 1,490,565 71,235 0.01% — 17 +1,490,565 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,467,981 70,154 0.02% 0.02% 18 +53,038 3.75% Q4 2025 Feb 18, 2026
FIRST INTERSTATE BANK History Added to 1,212,934 57,966 3.11% 3.15% 19 +15,183 1.27% Q4 2025 Jan 29, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,205,295 57,601 0.66% 0.64% 20 +194,091 19.19% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,079,818 51,604 0.07% 0.07% 21 -65,889 -5.75% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 1,073,400 51,297 0.03% 0.03% 22 0 0.0% Q4 2025 Feb 02, 2026
Capital Asset Advisory Services LLC History Added to 990,479 49,494 1.99% 1.95% 23 +41,513 4.37% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,027,225 49,091 0.85% 1.0% 24 +37,573 3.8% Q4 2025 Feb 19, 2026
Cetera Investment Advisers History Added to 985,469 47,095 0.05% 0.05% 25 +87,488 9.74% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 971,422 46,458 0.01% 0.01% 26 +71,939 8.0% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 878,453 41,981 0.05% 0.05% 27 -4,665 -0.53% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 784,502 37,491 0.04% 0.04% 28 +35,224 4.7% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Added to 749,234 35,805 0.15% 0.14% 29 +96,797 14.84% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 748,464 35,769 0.19% — 30 +748,464 New Q4 2025 Feb 18, 2026
Kestra Investment Management, LLC History New 673,808 32,201 0.79% — 31 +673,808 New Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 655,062 31,305 0.08% 0.07% 32 +104,554 18.99% Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 647,770 31,169 2.03% 2.07% 33 0 0.0% Q4 2025 Feb 11, 2026
VAN ECK ASSOCIATES CORP History Added to 642,409 30,701 0.03% 0.02% 34 +184,185 40.2% Q4 2025 Feb 13, 2026
Destination Wealth Management History Reduced 636,681 30,426 0.8% 0.84% 35 -2,050 -0.32% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 624,954 29,866 0.05% 0.0% 36 +595,629 2031.13% Q4 2025 Feb 18, 2026
Evolution Wealth Advisors, LLC History Reduced 603,680 28,849 2.91% 3.86% 37 -177 -0.03% Q4 2025 Jan 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 572,300 27,350 0.08% 0.08% 38 +32,300 5.98% Q4 2025 Jan 26, 2026
Focus Partners Wealth History Added to 566,157 27,011 0.03% 0.04% 39 +6,799 1.22% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 535,835 25,608 0.49% 0.5% 40 +11,452 2.18% Q4 2025 Feb 12, 2026
Cooper Financial Group History Reduced 533,293 25,486 2.71% 2.86% 41 -8,427 -1.56% Q4 2025 Jan 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 517,209 24,887 0.56% 0.58% 42 +1,272 0.25% Q4 2025 Jan 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 491,637 23,499 0.04% 0.04% 43 +110,668 29.05% Q4 2025 Feb 05, 2026
Stratos Wealth Partners, LTD. History Reduced 473,975 22,651 0.26% 0.31% 44 -69,436 -12.78% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 468,911 22,409 0.04% 0.03% 45 +150,490 47.26% Q4 2025 Mar 16, 2026
CWM, LLC History Added to 393,561 18,808 0.05% 0.05% 46 +12,980 3.41% Q4 2025 Jan 26, 2026
Eagle Strategies LLC History Added to 383,744 18,339 2.34% 2.44% 47 +288 0.08% Q4 2025 Jan 23, 2026
Cambridge Investment Research Advisors, Inc. History Added to 373,390 17,844 0.05% 0.05% 48 +29,153 8.47% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 371,496 17,753 0.08% 0.07% 49 +93,019 33.4% Q4 2025 Feb 17, 2026
360 Financial, Inc. History Added to 370,663 17,713 5.35% 5.62% 50 +3,733 1.02% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Added to 364,538 17,421 0.65% 0.08% 51 +338,541 1302.23% Q4 2025 Feb 04, 2026
HBW ADVISORY SERVICES LLC History Reduced 352,975 16,868 1.83% 1.94% 52 -8,199 -2.27% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Added to 344,718 16,474 0.01% 0.01% 53 +12,767 3.85% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 332,329 15,882 0.04% 0.04% 54 -4,029 -1.2% Q4 2025 Feb 11, 2026
Riggs Asset Managment Co. Inc. History Reduced 327,859 15,668 3.16% 3.41% 55 -2,722 -0.82% Q4 2025 Jan 29, 2026
MFA WEALTH ADVISORS, LLC History Added to 320,636 15,323 3.24% 3.25% 56 +8,607 2.76% Q4 2025 Jan 14, 2026
Stonebridge Financial Group, LLC History Added to 304,126 14,534 1.24% 0.03% 57 +295,858 3578.35% Q4 2025 Jan 21, 2026
Destiny Wealth Partners, LLC History Added to 281,803 14,405 1.65% 0.03% 58 +276,721 5445.12% Q4 2025 Feb 03, 2026
CIBC WORLD MARKET INC. History Reduced 271,371 12,968 0.02% 0.02% 59 -4,135 -1.5% Q4 2025 Feb 10, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 269,811 12,894 0.45% 0.45% 60 -6,439 -2.33% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 258,026 12,415 0.32% 0.35% 61 +12,292 5.0% Q4 2025 Feb 02, 2026
CX Institutional History Added to 251,534 12,021 0.36% 0.36% 62 +2,275 0.91% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History Added to 249,551 11,926 0.08% 0.08% 63 +14,627 6.23% Q4 2025 Feb 17, 2026
Marshall Financial Group, LLC History Added to 248,382 11,870 2.3% 2.26% 64 +4,497 1.84% Q4 2025 Jan 09, 2026
ALTFEST L J & CO INC History Added to 247,497 11,827 1.29% 1.31% 65 +1,524 0.62% Q4 2025 Jan 23, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 229,190 11,028 2.16% 2.24% 66 0 0.0% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 228,197 10,905 0.03% 0.03% 67 +2,932 1.3% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 220,671 10,545 0.06% 0.05% 68 +9,966 4.73% Q4 2025 Jan 29, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 214,036 10,228 3.52% 3.59% 69 +9,829 4.81% Q4 2025 Feb 10, 2026
Sage Capital Management, LLC History Reduced 212,866 10,174 4.7% 4.75% 70 -8,658 -3.91% Q4 2025 Jan 15, 2026
JMAC ENTERPRISES LLC History Added to 208,958 9,986 1.91% 1.96% 71 +1,200 0.58% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 207,482 9,915 0.01% 0.0% 72 +57,509 38.35% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 206,396 9,863 0.54% 0.01% 73 +204,485 10700.42% Q4 2025 Feb 10, 2026
Symphony Financial Services, Inc. History Added to 205,781 9,834 5.04% 5.14% 74 +5,290 2.64% Q4 2025 Feb 12, 2026
New England Private Wealth Advisors LLC History Reduced 205,164 9,804 1.22% 1.29% 75 -1,040 -0.5% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 205,129 9,803 0.19% 0.21% 76 -4,011 -1.92% Q4 2025 Jan 14, 2026
Financial Partners Group, Inc History Added to 186,054 9,442 1.09% 1.08% 77 +4,102 2.25% Q4 2025 Feb 03, 2026
MAI Capital Management History Reduced 190,473 9,102 0.05% 0.06% 78 -28,125 -12.87% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Added to 182,221 8,814 0.21% 0.19% 79 +26,992 17.39% Q4 2025 Feb 17, 2026
Clarus Group, Inc. History Reduced 176,236 8,422 3.03% 3.01% 80 -5,439 -2.99% Q4 2025 Jan 16, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 175,925 8,407 2.31% 3.14% 81 -54,528 -23.66% Q4 2025 Jan 23, 2026
Investors Research Corp History Added to 175,465 8,385 1.54% 1.42% 82 +13,947 8.63% Q4 2025 Jan 06, 2026
Steward Partners Investment Advisory, LLC History Added to 172,104 8,224 0.05% 0.05% 83 +5,609 3.37% Q4 2025 Feb 12, 2026
THRYVE WEALTH MANAGEMENT LLC History New 157,346 7,519 3.72% — 84 +157,346 New Q4 2025 Feb 25, 2026
Cascade Financial Partners, LLC History Added to 152,446 7,285 0.74% 0.73% 85 +18,133 13.5% Q4 2025 Feb 06, 2026
5th Street Advisors, LLC History Reduced 151,727 7,251 3.39% 3.68% 86 -4,325 -2.77% Q4 2025 Jan 30, 2026
Quadrant Private Wealth Management, LLC History Reduced 150,592 7,246 1.19% 1.32% 87 -1,100 -0.73% Q4 2025 Jan 26, 2026
Tidal Investments LLC History New 149,684 7,153 0.02% — 88 +149,684 New Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History New 145,005 6,929 0.19% — 89 +145,005 New Q4 2025 Feb 10, 2026
Y.D. More Investments Ltd History Added to 138,273 6,640 0.32% 0.32% 90 +19,284 16.21% Q4 2025 Jan 21, 2026
Ameritas Investment Partners, Inc. History Added to 130,665 6,244 0.19% 0.19% 91 +2,264 1.76% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 130,254 6,222 0.03% 0.01% 92 +98,250 306.99% Q4 2025 Feb 17, 2026
Lake Hills Wealth Management, LLC History New 128,792 6,154 3.21% — 93 +128,792 New Q4 2025 Jan 07, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 127,402 6,088 3.94% 3.83% 94 +14,694 13.04% Q4 2025 Jan 26, 2026
Copley Financial Group, Inc. History New 125,750 6,009 3.72% — 95 +125,750 New Q4 2025 Feb 17, 2026
NTV ASSET MANAGEMENT LLC History Reduced 125,466 5,996 0.63% 0.66% 96 -1,751 -1.38% Q4 2025 Jan 20, 2026
Ausdal Financial Partners, Inc. History Added to 124,489 5,949 0.28% 0.28% 97 +4,511 3.76% Q4 2025 Feb 13, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 120,300 5,772 1.91% 2.0% 98 -4,023 -3.24% Q4 2025 Jan 22, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 118,986 5,725 3.91% 4.13% 99 +3,137 2.71% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Reduced 119,410 5,706 0.02% 0.03% 100 -13,851 -10.39% Q4 2025 Feb 18, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 119,245 5,698 1.52% 1.64% 101 -468 -0.39% Q4 2025 Feb 04, 2026
Capital Advantage, Inc. History Added to 117,846 5,631 0.76% 0.81% 102 +5,406 4.81% Q4 2025 Jan 07, 2026
Cordoba Advisory Partners LLC History New 112,400 5,408 1.34% — 103 +112,400 New Q4 2025 Feb 13, 2026
ARQ WEALTH ADVISORS, LLC History Added to 109,509 5,233 1.41% 1.42% 104 +8,654 8.58% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 108,502 5,185 0.0% 0.01% 105 +1,476 1.38% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 108,089 5,165 0.0% 0.0% 106 -225,381 -67.59% Q4 2025 Mar 25, 2026
Snowden Capital Advisors LLC History Reduced 107,127 5,154 0.13% 0.14% 107 -94 -0.09% Q4 2025 Feb 17, 2026
Aspire Capital Advisors LLC History Added to 107,178 5,122 1.2% 1.24% 108 +1,431 1.35% Q4 2025 Jan 16, 2026
Phoenix Financial Ltd. History No change 131,000 5,105 0.06% 0.06% 109 0 0.0% Q4 2025 Feb 05, 2026
MONTAG A & ASSOCIATES INC History Reduced 103,337 4,959 0.23% 0.24% 110 -6,693 -6.08% Q4 2025 Feb 02, 2026
Austin Wealth Management, LLC History Added to 97,614 4,819 0.71% 0.71% 111 +2,337 2.45% Q4 2025 Jan 26, 2026
Systelligence, LLC History Added to 97,973 4,682 0.89% 0.64% 112 +27,448 38.92% Q4 2025 Jan 22, 2026
HARBOUR INVESTMENTS, INC. History Added to 96,627 4,617 0.09% 0.1% 113 +590 0.61% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 96,157 4,595 0.07% 0.05% 114 +9,919 11.5% Q4 2025 Feb 02, 2026
Orion Porfolio Solutions, LLC History Added to 95,741 4,575 0.03% 0.03% 115 +2,029 2.17% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 89,284 4,506 0.01% 0.01% 116 +7,990 9.83% Q4 2025 Jan 08, 2026
FIFTH THIRD SECURITIES, INC. History Added to 94,108 4,497 0.29% 0.3% 117 +1,953 2.12% Q4 2025 Jan 23, 2026
CITIGROUP INC History Added to 93,798 4,482 0.0% 0.0% 118 +8,636 10.14% Q4 2025 Feb 13, 2026
Stamos Capital Partners, L.P. History Added to 93,008 4,444 0.71% 0.33% 119 +56,649 155.8% Q4 2025 Feb 12, 2026
PMG Wealth Management, Inc. History Added to 92,007 4,396 3.22% 3.28% 120 +1,421 1.57% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 91,447 4,370 0.02% — 121 +91,447 New Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 91,123 4,354 0.08% 0.1% 122 +1,174 1.31% Q4 2025 Feb 09, 2026
WT Wealth Management History Reduced 89,393 4,272 1.23% 1.26% 123 -2,577 -2.8% Q4 2025 Feb 02, 2026
MRA Advisory Group History Added to 88,957 4,251 1.78% 1.78% 124 +3,297 3.85% Q4 2025 Jan 16, 2026
NorthCrest Asset Manangement, LLC History Added to 85,267 4,215 0.09% 0.1% 125 +1,483 1.77% Q4 2025 Jan 08, 2026
BANK HAPOALIM BM History Reduced 87,842 4,198 0.36% 0.53% 126 -2,224 -2.47% Q4 2025 Feb 17, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 86,784 4,147 0.87% 0.97% 127 -8,173 -8.61% Q4 2025 Jan 21, 2026
WealthBridge Capital Management, LLC History Added to 84,373 4,032 0.92% 0.89% 128 +5,177 6.54% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Reduced 84,060 4,017 0.03% 0.04% 129 -10,585 -11.18% Q4 2025 Jan 26, 2026
EFG International AG History New 83,500 3,990 0.08% — 130 +83,500 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 80,567 3,850 0.0% 0.0% 131 -10,624 -11.65% Q4 2025 Feb 17, 2026
PFG Advisors History Added to 79,173 3,783 0.18% 0.15% 132 +868 1.11% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Added to 78,715 3,761 0.02% 0.02% 133 +19,065 31.96% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Added to 78,627 3,757 0.0% 0.0% 134 +68,900 708.34% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 78,605 3,756 0.01% 0.0% 135 +2,072 2.71% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Reduced 78,190 3,736 0.05% 0.06% 136 -2,767 -3.42% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Added to 77,605 3,708 0.0% 0.0% 137 +3,260 4.38% Q4 2025 Feb 17, 2026
Oxford Wealth Group, LLC History New 76,454 3,653 1.78% — 138 +76,454 New Q4 2025 Feb 10, 2026
LANE BROTHERS & CO INC History New 74,309 3,551 2.57% — 139 +74,309 New Q4 2025 Mar 13, 2026
FMR LLC History Added to 74,053 3,539 0.0% 0.0% 140 +5,446 7.94% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 72,969 3,487 0.0% 0.0% 141 -137 -0.19% Q4 2025 Feb 17, 2026
Paladin Advisory Group, LLC History Reduced 72,598 3,469 2.53% 2.76% 142 -1,815 -2.44% Q4 2025 Jan 21, 2026
Summit Trail Advisors, LLC History Reduced 70,409 3,387 0.06% 0.05% 143 -162 -0.23% Q4 2025 Feb 17, 2026
BYRNE FINANCIAL FREEDOM, LLC History Added to 69,286 3,311 1.52% 1.57% 144 +2,902 4.37% Q4 2025 Feb 04, 2026
First Heartland Consultants, Inc. History Added to 67,318 3,217 0.24% 0.25% 145 +2,273 3.49% Q4 2025 Jan 09, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 66,543 3,180 1.0% 0.99% 146 +2,991 4.71% Q4 2025 Feb 10, 2026
ARVEST INVESTMENTS, INC. History Added to 65,730 3,141 0.44% 0.41% 147 +5,997 10.04% Q4 2025 Jan 20, 2026
Apollon Wealth Management, LLC History Added to 65,481 3,129 0.05% 0.05% 148 +1,380 2.15% Q4 2025 Jan 22, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 64,850 3,120 3.24% 3.08% 149 0 0.0% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Added to 64,736 3,093 0.04% 0.03% 150 +9,622 17.46% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 64,692 3,091 0.08% 0.09% 151 -5,457 -7.78% Q4 2025 Feb 09, 2026
SFI Advisors, LLC History Reduced 64,060 3,061 1.96% 1.97% 152 -826 -1.27% Q4 2025 Feb 11, 2026
Elyxium Wealth, LLC History Reduced 63,998 3,058 0.85% 1.28% 153 -13,071 -16.96% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Added to 63,814 3,049 0.11% 0.11% 154 +1,009 1.61% Q4 2025 Feb 04, 2026
Laurel Wealth Advisors LLC History Reduced 62,975 3,009 0.4% 0.42% 155 -3 -0.0% Q4 2025 Jan 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 62,475 2,985 0.16% 0.18% 156 +187 0.3% Q4 2025 Jan 26, 2026
Prosperity Financial Group, Inc. History Added to 61,431 2,935 1.06% 1.04% 157 +1,960 3.3% Q4 2025 Jan 26, 2026
Stockman Wealth Management, Inc. History New 61,200 2,924 0.34% — 158 +61,200 New Q4 2025 Jan 29, 2026
NorthRock Partners, LLC History Added to 59,087 2,823 0.05% 0.04% 159 +12,466 26.74% Q4 2025 Feb 17, 2026
WAYSTONE ADVISORS LLC History New 58,446 2,793 2.4% — 160 +58,446 New Q4 2025 Feb 09, 2026
Magnus Financial Group LLC History Added to 58,324 2,787 0.21% 0.21% 161 +2,414 4.32% Q4 2025 Jan 07, 2026
COMERICA BANK History Added to 57,823 2,763 0.01% 0.01% 162 +4,424 8.28% Q4 2025 Jan 29, 2026
EVOKE WEALTH, LLC History Reduced 56,891 2,737 0.05% 0.08% 163 -22,063 -27.94% Q4 2025 Feb 06, 2026
MONECO ADVISORS, LLC History Added to 55,295 2,642 0.21% 0.17% 164 +12,788 30.08% Q4 2025 Feb 04, 2026
Game Plan Financial Advisors, LLC History New 55,250 2,640 1.06% — 165 +55,250 New Q4 2025 Jan 14, 2026
HAZLETT, BURT & WATSON, INC. History Added to 55,122 2,633 0.84% 0.86% 166 +3,932 7.68% Q4 2025 Feb 10, 2026
Diversify Advisory Services, LLC History Added to 49,678 2,561 0.08% 0.07% 167 +4,987 11.16% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 52,489 2,508 0.03% 0.02% 168 +21,997 72.14% Q4 2025 Jan 29, 2026
Connecticut Wealth Management, LLC History Added to 52,133 2,491 0.11% 0.03% 169 +36,436 232.12% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 51,805 2,475 0.03% 0.04% 170 +53 0.1% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Reduced 51,122 2,442 0.01% 0.01% 171 -1,857 -3.51% Q4 2025 Feb 12, 2026
REDW Wealth LLC History Added to 50,315 2,404 0.92% 0.89% 172 +1,094 2.22% Q4 2025 Jan 28, 2026
Main Street Financial Solutions, LLC History Added to 49,520 2,366 0.18% 0.15% 173 +1,829 3.84% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 48,454 2,315 0.0% 0.0% 174 +5,925 13.93% Q4 2025 Jan 30, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 47,110 2,258 5.19% 6.34% 175 0 0.0% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History Added to 46,759 2,234 0.1% 0.05% 176 +35,429 312.7% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 46,577 2,225 0.05% 0.05% 177 +2,136 4.81% Q4 2025 Feb 13, 2026
Bison Wealth, LLC History New 43,502 2,132 0.24% — 178 +43,502 New Q4 2025 Mar 24, 2026
Verity Asset Management, Inc. History New 44,550 2,129 0.91% — 179 +44,550 New Q4 2025 Jan 30, 2026
WealthCare Investment Partners, LLC History Reduced 42,824 2,091 0.61% 0.7% 180 -2,449 -5.41% Q4 2025 Jan 06, 2026
NVWM, LLC History Added to 43,412 2,074 0.45% 0.46% 181 +429 1.0% Q4 2025 Jan 20, 2026
Wealthfront Advisers LLC History Reduced 43,255 2,067 0.0% 0.0% 182 -703 -1.6% Q4 2025 Jan 30, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 43,219 2,065 0.81% 1.0% 183 -9,581 -18.15% Q4 2025 Jan 07, 2026
STRATEGY ASSET MANAGERS LLC History Added to 42,503 2,031 0.33% 0.36% 184 +296 0.7% Q4 2025 Feb 11, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 42,455 2,028 0.91% — 185 +42,455 New Q4 2025 Feb 06, 2026
Lido Advisors, LLC History Added to 41,875 1,995 0.01% 0.01% 186 +1,545 3.83% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Reduced 41,390 1,978 0.17% 0.16% 187 -299 -0.72% Q4 2025 Feb 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Added to 41,383 1,977 0.99% 1.02% 188 +891 2.2% Q4 2025 Feb 09, 2026
Focus Financial Network, Inc. History Added to 40,431 1,945 0.07% 0.06% 189 +2,738 7.26% Q4 2025 Jan 12, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 40,654 1,942 1.05% 1.21% 190 -4,542 -10.05% Q4 2025 Jan 28, 2026
American Institute for Advanced Investment Management, LLP History Reduced 40,469 1,939 1.25% 1.26% 191 -70 -0.17% Q4 2025 Feb 04, 2026
World Investment Advisors History Added to 40,360 1,928 0.03% 0.04% 192 +3,613 9.83% Q4 2025 Mar 12, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 40,145 1,918 1.53% 1.65% 193 -432 -1.06% Q4 2025 Jan 21, 2026
Royal Harbor Partners, LLC History Reduced 39,813 1,902 0.63% 0.67% 194 -1,462 -3.54% Q4 2025 Feb 19, 2026
MGB Wealth Management, LLC History No change 39,080 1,872 0.54% 0.52% 195 0 0.0% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 39,156 1,871 0.09% 0.09% 196 +3,536 9.93% Q4 2025 Feb 05, 2026
Owen LaRue, LLC History Added to 38,756 1,852 0.7% 0.54% 197 +10,013 34.84% Q4 2025 Feb 05, 2026
FORONJY FINANCIAL LLC History Added to 38,694 1,849 0.77% 0.8% 198 +535 1.4% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 38,431 1,836 0.02% 0.02% 199 +2,357 6.53% Q4 2025 Feb 05, 2026
APS Management Group, Inc. History Reduced 38,154 1,823 1.56% 2.24% 200 -14,993 -28.21% Q4 2025 Jan 28, 2026
Capital Advisors, Ltd. LLC History Added to 38,061 1,819 0.21% 0.2% 201 +725 1.94% Q4 2025 Jan 21, 2026
Nvest Financial, LLC History Added to 36,885 1,762 0.73% 0.56% 202 +16,246 78.72% Q4 2025 Feb 10, 2026
VALLEY WEALTH MANAGERS, INC. History New 36,850 1,761 0.11% — 203 +36,850 New Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Reduced 36,788 1,758 0.0% 0.0% 204 -912 -2.42% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 36,771 1,757 0.2% 0.23% 205 0 0.0% Q4 2025 Jan 12, 2026
Investor's Fiduciary Advisor Network, LLC History New 36,610 1,749 0.38% — 206 +36,610 New Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 36,563 1,747 0.01% 0.0% 207 +33,530 1105.51% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 36,490 1,743 0.04% 0.04% 208 +227 0.63% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 36,376 1,738 0.09% 0.08% 209 +5,086 16.25% Q4 2025 Feb 05, 2026
Key Client Fiduciary Advisors, LLC History Reduced 36,208 1,730 0.59% 0.61% 210 -2,479 -6.41% Q4 2025 Jan 28, 2026
JFS WEALTH ADVISORS, LLC History No change 35,890 1,715 0.1% 0.1% 211 0 0.0% Q4 2025 Jan 14, 2026
HSBC HOLDINGS PLC History Added to 35,855 1,713 0.0% 0.0% 212 +10,554 41.71% Q4 2025 Mar 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 35,848 1,713 0.01% 0.01% 213 -331 -0.91% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 35,410 1,692 0.0% 0.0% 214 +5,853 19.8% Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History Added to 35,318 1,687 0.27% 0.27% 215 +652 1.88% Q4 2025 Jan 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 34,900 1,667 0.19% 0.1% 216 +18,599 114.1% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 34,387 1,644 0.03% 0.03% 217 +1,476 4.48% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History Reduced 34,246 1,636 0.38% 0.38% 218 -615 -1.76% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 33,900 1,620 0.01% 0.01% 219 +5,784 20.57% Q4 2025 Jan 05, 2026
Koshinski Asset Management, Inc. History Reduced 33,747 1,612 0.1% 0.12% 220 -2,774 -7.6% Q4 2025 Feb 03, 2026
Spire Wealth Management History Reduced 33,534 1,602 0.05% 0.05% 221 -286 -0.85% Q4 2025 Jan 14, 2026
O'ROURKE & COMPANY, Inc History Added to 33,324 1,592 0.62% 0.64% 223 +1,040 3.22% Q4 2025 Jan 28, 2026
Joel Isaacson & Co., LLC History Added to 33,333 1,592 0.05% 0.06% 222 +120 0.36% Q4 2025 Jan 30, 2026
Koa Wealth Management, LLC History Reduced 32,637 1,559 1.07% 1.2% 224 -1,399 -4.11% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History No change 32,016 1,530 0.11% 0.12% 225 0 0.0% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 31,683 1,514 0.02% 0.02% 226 +12,172 62.39% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Added to 31,322 1,497 0.04% 0.04% 227 +677 2.21% Q4 2025 Jan 30, 2026
ORG Partners LLC History Added to 31,131 1,488 0.26% 0.25% 228 +2,194 7.58% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Added to 31,105 1,487 0.07% 0.07% 229 +2,010 6.91% Q4 2025 Feb 13, 2026
BigSur Wealth Management LLC History Added to 30,855 1,484 0.36% 0.36% 230 +45 0.15% Q4 2025 Jan 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 30,752 1,469 0.0% 0.0% 231 +1,597 5.48% Q4 2025 Feb 17, 2026
Advisor Resource Council History New 28,409 1,461 0.52% — 232 +28,409 New Q4 2025 Feb 10, 2026
Comprehensive Money Management Services LLC History Reduced 30,477 1,456 1.0% 1.03% 233 -150 -0.49% Q4 2025 Jan 22, 2026
Financial Freedom, LLC History Reduced 30,253 1,445 0.72% 0.74% 234 -953 -3.05% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 29,997 1,433 0.07% 0.08% 235 +2,652 9.7% Q4 2025 Jan 28, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 29,892 1,428 0.01% 0.01% 236 -2,831 -8.65% Q4 2025 Jan 09, 2026
Insight Advisors, LLC/ PA History Added to 29,669 1,417 0.21% 0.21% 237 +212 0.72% Q4 2025 Feb 11, 2026
Perennial Investment Advisors, LLC History Reduced 29,573 1,413 0.11% 0.13% 238 -3,828 -11.46% Q4 2025 Feb 17, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 29,538 1,412 0.34% 0.35% 239 -560 -1.86% Q4 2025 Jan 29, 2026
Quantum Portfolio Management LLC History Reduced 29,532 1,411 0.62% 0.54% 241 -8,803 -22.96% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 29,542 1,411 0.02% 0.02% 240 -39 -0.13% Q4 2025 Jan 30, 2026
Trivium Point Advisory, LLC History Reduced 29,475 1,408 0.14% 0.15% 242 -1,629 -5.24% Q4 2025 Jan 26, 2026
LRI Investments, LLC History No change 28,657 1,369 0.11% 0.11% 243 0 0.0% Q4 2025 Feb 04, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 28,405 1,357 0.94% 0.99% 244 +750 2.71% Q4 2025 Jan 23, 2026
ENTREWEALTH, LLC History Added to 24,543 1,342 0.6% 0.57% 245 +1,108 4.73% Q4 2025 Feb 13, 2026
Cyndeo Wealth Partners, LLC History Reduced 27,721 1,324 0.07% 0.07% 246 -221 -0.79% Q4 2025 Jan 07, 2026
Pekin Hardy Strauss, Inc. History Added to 27,665 1,322 0.12% 0.13% 247 +650 2.41% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History Added to 27,254 1,311 0.01% 0.01% 248 +2,467 9.95% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 27,437 1,311 0.01% 0.02% 249 -51 -0.19% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 27,407 1,309 0.03% 0.04% 250 -1,366 -4.75% Q4 2025 Feb 06, 2026
WEDBUSH SECURITIES INC History Added to 27,201 1,300 0.04% 0.04% 251 +1,272 4.91% Q4 2025 Feb 12, 2026
Allodium Investment Consultants, LLC History Added to 27,117 1,295 0.66% 0.68% 252 +1,746 6.88% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Added to 26,839 1,282 0.01% 0.01% 253 +299 1.13% Q4 2025 Feb 13, 2026
Invst, LLC History Added to 26,765 1,279 0.14% 0.14% 254 +281 1.06% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Reduced 26,092 1,246 0.09% 0.1% 255 -286 -1.08% Q4 2025 Jan 29, 2026
BENJAMIN EDWARDS INC History Added to 25,827 1,234 0.01% 0.01% 256 +1,651 6.83% Q4 2025 Feb 02, 2026
Breachway Investments LLC History New 25,814 1,233 1.3% — 257 +25,814 New Q4 2025 Jan 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 25,770 1,231 0.09% 0.09% 258 +1,888 7.91% Q4 2025 Jan 07, 2026
Intrepid Financial Planning Group LLC History Added to 25,764 1,231 0.47% 0.45% 259 +727 2.9% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 24,968 1,193 0.02% 0.02% 260 +580 2.38% Q4 2025 Jan 16, 2026
Corient Private Wealth LLC History Added to 51,501 1,171 0.0% 0.0% 261 +25,425 97.5% Q4 2025 Mar 09, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Reduced 24,487 1,170 0.44% 0.51% 262 -4,255 -14.8% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History Added to 23,428 1,119 0.24% 0.24% 263 +326 1.41% Q4 2025 Jan 29, 2026
Arkadios Wealth Advisors History Added to 23,012 1,099 0.02% 0.03% 264 +23 0.1% Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 22,575 1,078 0.3% 0.61% 265 -37,020 -62.12% Q4 2025 Feb 12, 2026
Wealthcare Capital Partners, LLC History Reduced 22,035 1,053 0.49% 0.49% 266 -271 -1.21% Q4 2025 Jan 14, 2026
Powell Investment Advisors, LLC History No change 21,750 1,046 0.36% 0.36% 267 0 0.0% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 21,381 1,021 0.0% 0.0% 268 +4,560 27.11% Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Reduced 21,109 1,008 0.18% 0.18% 269 -279 -1.3% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 21,002 1,003 0.01% 0.01% 270 +3,856 22.49% Q4 2025 Jan 27, 2026
First International Bank of Israel Ltd. History Reduced 20,935 1,000 0.48% 0.57% 271 -201 -0.95% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 20,737 991 0.04% 0.04% 272 +391 1.92% Q4 2025 Jan 21, 2026
Bensler, LLC History Added to 20,559 982 0.1% 0.1% 273 +362 1.79% Q4 2025 Feb 04, 2026
Essex Financial Services, Inc. History Added to 20,397 974 0.06% 0.06% 274 +55 0.27% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Reduced 18,576 955 0.08% 0.26% 275 -43,092 -69.88% Q4 2025 Jan 20, 2026
Gotham Asset Management, LLC History New 19,933 952 0.0% — 276 +19,933 New Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History New 19,916 951 0.0% — 277 +19,916 New Q4 2025 Feb 13, 2026
Clear Creek Financial Management, LLC History No change 19,250 919 0.07% 0.08% 278 0 0.0% Q4 2025 Jan 23, 2026
Wealthspire Retirement, LLC History Reduced 19,213 918 0.06% 0.06% 279 -1,671 -8.0% Q4 2025 Feb 18, 2026
AIFG Consultants Ltd. History Added to 19,194 917 1.57% 1.6% 280 +189 0.99% Q4 2025 Feb 04, 2026
Tower Research Capital LLC (TRC) History Added to 18,957 905 0.02% 0.02% 281 +3,995 26.7% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 18,610 889 0.02% 0.02% 282 -1,166 -5.9% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Reduced 18,387 878 0.11% 0.12% 283 -1,536 -7.71% Q4 2025 Jan 13, 2026
Dynamic Advisor Solutions LLC History Reduced 18,312 875 0.03% 0.04% 284 -7,499 -29.05% Q4 2025 Jan 09, 2026
Brookstone Capital Management History Added to 18,214 870 0.01% 0.01% 285 +2,624 16.83% Q4 2025 Jan 15, 2026
Gladstone Institutional Advisory LLC History Added to 17,989 859 0.03% 0.02% 286 +5,571 44.86% Q4 2025 Feb 17, 2026
Integrity Investment Advisors, LLC History Added to 17,698 845 0.47% 0.21% 287 +11,186 171.78% Q4 2025 Feb 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 17,595 840 0.01% 0.02% 288 -3,110 -15.02% Q4 2025 Feb 12, 2026
Valued Retirements, Inc. History No change 17,597 840 0.82% 0.86% 289 0 0.0% Q4 2025 Feb 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 17,369 830 0.03% 0.03% 290 -3,000 -14.73% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 17,269 825 0.03% 0.03% 291 -360 -2.04% Q4 2025 Feb 02, 2026
Vontobel Holding Ltd. History No change 17,252 824 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 13, 2026
SlateStone Wealth, LLC History Reduced 17,139 819 0.07% 0.07% 293 -100 -0.58% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 17,075 816 0.0% 0.0% 294 +7,501 78.35% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 15,788 806 0.02% 0.02% 295 +750 4.99% Q4 2025 Jan 28, 2026
Sage Mountain Advisors LLC History No change 16,793 802 0.04% 0.05% 296 0 0.0% Q4 2025 Jan 23, 2026
Beaumont Financial Advisors, LLC History Reduced 16,769 801 0.05% 0.05% 297 -274 -1.61% Q4 2025 Jan 16, 2026
COOKSON PEIRCE & CO INC History Added to 16,544 790 0.03% 0.03% 298 +1 0.01% Q4 2025 Feb 11, 2026
WILLNER & HELLER, LLC History Added to 16,450 786 0.56% 0.56% 299 +1,005 6.51% Q4 2025 Jan 12, 2026
SMITH, MOORE & CO. History Added to 16,305 779 0.06% 0.06% 300 +245 1.53% Q4 2025 Jan 23, 2026
Sierra Capital LLC History No change 16,305 779 0.08% 0.09% 301 0 0.0% Q4 2025 Feb 18, 2026
BARD ASSOCIATES INC History Reduced 16,203 776 0.2% 0.26% 302 -4,300 -20.97% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 16,089 768 0.0% 0.0% 303 -312 -1.9% Q4 2025 Feb 03, 2026
Midwest Trust Co History Reduced 15,947 762 0.01% 0.01% 304 -1,139 -6.67% Q4 2025 Feb 04, 2026
GRANVILLE CAPITAL, INC. History New 15,916 760 0.4% — 305 +15,916 New Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,707 750 0.0% 0.0% 306 +1,342 9.34% Q4 2025 Feb 11, 2026
Fort Point Capital Partners LLC History Reduced 14,529 746 0.08% 0.09% 307 -1,404 -8.81% Q4 2025 Feb 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History Reduced 15,417 736 0.29% 0.3% 308 -100 -0.64% Q4 2025 Jan 27, 2026
Autumn Glory Partners, LLC History No change 15,381 735 0.26% 0.3% 309 0 0.0% Q4 2025 Jan 27, 2026
CHOREO, LLC History Reduced 15,027 726 0.01% 0.01% 310 -2,882 -16.09% Q4 2025 Jan 23, 2026
Accel Wealth Management History Reduced 15,142 723 0.2% 0.21% 311 -376 -2.42% Q4 2025 Jan 20, 2026
Finivi Inc. History New 15,090 721 0.42% — 312 +15,090 New Q4 2025 Jan 27, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 14,970 715 0.33% 0.31% 313 +1,000 7.16% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 14,572 696 0.0% 0.0% 314 +6,611 83.04% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 14,512 693 0.01% 0.01% 315 +170 1.19% Q4 2025 Feb 13, 2026
SOFI WEALTH, LLC History Added to 14,163 676 0.03% 0.03% 316 +3,048 27.42% Q4 2025 Jan 30, 2026
Ameraudi Asset Management, Inc. History Reduced 14,143 675 0.37% 0.41% 317 -81 -0.57% Q4 2025 Feb 11, 2026
Indivisible Partners History New 14,104 674 0.07% — 319 +14,104 New Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History No change 14,108 674 0.01% 0.01% 318 0 0.0% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,086 673 0.03% 0.03% 320 +200 1.44% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 13,811 660 0.04% 0.04% 321 0 0.0% Q4 2025 Feb 17, 2026
LWM Advisory Services, LLC History Added to 13,724 655 0.38% 0.36% 322 +846 6.57% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 13,619 655 0.01% 0.01% 323 +88 0.65% Q4 2025 Feb 13, 2026
MATAURO, LLC History Reduced 13,497 645 0.1% 0.11% 324 -756 -5.3% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History Added to 13,494 644 0.06% 0.05% 325 +419 3.2% Q4 2025 Jan 26, 2026
Ancora Advisors LLC History Added to 13,336 637 0.01% 0.01% 326 +593 4.65% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 13,213 631 0.0% 0.0% 328 +2,845 27.44% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 13,224 631 0.01% 0.01% 327 +487 3.82% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 13,147 628 0.01% 0.01% 329 +360 2.82% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 13,106 626 0.01% 0.01% 330 +749 6.06% Q4 2025 Feb 12, 2026
Jacobi Capital Management LLC History Added to 12,896 616 0.04% 0.04% 331 +120 0.94% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 12,803 611 0.01% 0.01% 332 +3,528 38.04% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 12,590 610 0.03% 0.01% 333 +5,460 76.58% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Added to 12,748 609 0.02% 0.0% 335 +9,937 353.5% Q4 2025 Feb 11, 2026
BARINGS LLC History No change 12,744 609 0.01% 0.01% 334 0 0.0% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 12,696 606 0.03% 0.03% 336 +22 0.17% Q4 2025 Jan 21, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 12,623 603 0.28% — 337 +12,623 New Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 12,583 601 0.01% — 338 +12,583 New Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 12,472 597 0.0% 0.0% 339 +335 2.76% Q4 2025 Feb 10, 2026
Conservest Capital Advisors, Inc. History Added to 12,301 587 0.05% 0.03% 340 +6,215 102.12% Q4 2025 Feb 12, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 12,090 577 0.46% 0.48% 341 -600 -4.73% Q4 2025 Jan 16, 2026
Secure Asset Management, LLC History Added to 12,050 575 0.09% 0.08% 342 +1,300 12.09% Q4 2025 Jan 20, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 12,030 574 0.29% 0.31% 343 -500 -3.99% Q4 2025 Jan 23, 2026
OKABENA INVESTMENT SERVICES INC History No change 12,000 573 0.11% 0.11% 344 0 0.0% Q4 2025 Feb 13, 2026
Index Technologies Group LLC History New 11,971 572 0.6% — 345 +11,971 New Q4 2025 Feb 12, 2026
Castleview Partners, LLC History Reduced 11,864 566 0.28% 0.53% 346 -8,525 -41.81% Q4 2025 Jan 12, 2026
Kovitz Investment Group Partners, LLC History Reduced 11,835 565 0.01% 0.0% 347 -6,538 -35.58% Q4 2025 Feb 20, 2026
Claro Advisors Inc. History Reduced 11,717 559 0.08% 0.08% 348 -293 -2.44% Q4 2025 Feb 17, 2026
Core Wealth Advisors, Inc. History No change 11,712 559 0.15% 0.15% 349 0 0.0% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History No change 11,524 550 0.04% 0.04% 350 0 0.0% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 11,279 539 0.0% 0.01% 351 -13,737 -54.91% Q4 2025 Feb 12, 2026
Acorn Wealth Advisors, LLC History Added to 11,270 538 0.16% 0.16% 352 +233 2.11% Q4 2025 Feb 10, 2026
Wellington Shields Capital Management, LLC History No change 11,125 531 0.08% 0.08% 353 0 0.0% Q4 2025 Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 11,088 529 0.0% 0.0% 354 +1,325 13.57% Q4 2025 Feb 13, 2026
Diversified Enterprises, LLC History Added to 11,038 527 0.03% 0.03% 355 +733 7.11% Q4 2025 Jan 28, 2026
Journey Advisory Group, LLC History Reduced 11,021 526 0.04% 0.04% 356 -204 -1.82% Q4 2025 Jan 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 10,804 519 0.02% 0.02% 357 +833 8.35% Q4 2025 Feb 09, 2026
Investment Partners Asset Management, Inc. History Reduced 10,841 518 0.32% 0.34% 358 -63 -0.58% Q4 2025 Jan 15, 2026
Cerity Partners LLC History Reduced 10,820 517 0.0% 0.0% 359 -238 -2.15% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 10,800 516 0.0% 0.0% 360 -26,061 -70.7% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 10,789 515 0.01% 0.01% 361 +323 3.09% Q4 2025 Jan 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 10,729 512 0.03% 0.03% 362 +49 0.46% Q4 2025 Jan 20, 2026
Alteri Wealth LLC History Added to 10,709 511 0.17% 0.17% 364 +555 5.47% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 10,701 511 0.03% 0.03% 363 -97 -0.9% Q4 2025 Feb 17, 2026
Grandview Asset Management LLC History Reduced 10,640 508 0.14% 0.15% 365 -333 -3.03% Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History New 10,554 504 0.0% — 366 +10,554 New Q4 2025 Feb 10, 2026
OpenArc Corporate Advisory, LLC History New 10,349 494 0.01% — 367 +10,349 New Q4 2025 Feb 13, 2026
High Point Wealth Management, LLC History New 10,257 490 0.46% — 368 +10,257 New Q4 2025 Jan 29, 2026
MGO ONE SEVEN LLC History Added to 10,221 488 0.01% 0.01% 369 +4 0.04% Q4 2025 Feb 03, 2026
Strategic Advisors LLC History Reduced 10,199 487 0.08% 0.08% 371 -168 -1.62% Q4 2025 Feb 10, 2026
Mechanics Bank Trust Department History No change 10,200 487 0.06% 0.07% 370 0 0.0% Q4 2025 Jan 14, 2026
Mill Creek Capital Advisors, LLC History No change 10,169 485 0.01% 0.01% 372 0 0.0% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 9,689 484 0.01% 0.01% 373 0 0.0% Q4 2025 Jan 26, 2026
CrossGen Wealth, LLC History New 10,100 482 0.42% — 374 +10,100 New Q4 2025 Feb 19, 2026
FIFTH THIRD BANCORP History Reduced 9,957 475 0.0% 0.0% 375 -2,850 -22.25% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History No change 9,881 472 0.01% 0.01% 376 0 0.0% Q4 2025 Feb 05, 2026
Asset One Wealth Management LLC History New 9,080 467 0.06% — 378 +9,080 New Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 9,778 467 0.01% 0.01% 377 +209 2.18% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 9,749 465 0.03% 0.04% 379 -277 -2.76% Q4 2025 Feb 03, 2026
MGO Private Wealth, LLC History Reduced 9,443 451 0.28% 0.28% 380 -215 -2.23% Q4 2025 Feb 10, 2026
Alpha Financial Partners, LLC History No change 9,320 445 0.27% 0.29% 381 0 0.0% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 9,279 443 0.01% 0.02% 382 -1,762 -15.96% Q4 2025 Feb 19, 2026
Elm3 Financial Group, LLC History New 9,212 440 0.36% — 383 +9,212 New Q4 2025 Jan 22, 2026
Great Diamond Partners, LLC History Reduced 9,202 439 0.08% 0.09% 384 -117 -1.26% Q4 2025 Feb 06, 2026
Werba Rubin Papier Wealth Management History No change 9,185 438 0.12% 0.07% 385 0 0.0% Q4 2025 Jan 27, 2026
Visionary Wealth Advisors History Reduced 9,116 435 0.02% 0.02% 387 -812 -8.18% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 9,103 435 0.03% 0.03% 386 +475 5.51% Q4 2025 Feb 06, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 9,092 434 0.01% 0.01% 388 -39 -0.43% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 9,024 431 0.0% 0.0% 389 -1,805 -16.67% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 8,974 429 0.0% — 390 +8,974 New Q4 2025 Feb 18, 2026
Vestcor Inc History Added to 8,895 425 0.01% 0.01% 391 +400 4.71% Q4 2025 Feb 11, 2026
Greenline Wealth Management LLC History New 8,837 422 0.44% — 392 +8,837 New Q4 2025 Feb 13, 2026
Atlanta Consulting Group Advisors, LLC History New 8,715 419 0.09% — 394 +8,715 New Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Added to 8,784 419 0.0% 0.0% 393 +119 1.37% Q4 2025 Feb 12, 2026
Richardson Capital Management LLC History Reduced 8,752 418 0.21% 0.2% 395 -82 -0.93% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History No change 8,713 416 0.0% 0.0% 396 0 0.0% Q4 2025 Feb 18, 2026
Caprock Group, LLC History Added to 8,589 413 0.01% 0.01% 397 +2,206 34.56% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History Added to 8,491 405 0.02% 0.02% 398 +194 2.34% Q4 2025 Feb 10, 2026
Pine Valley Investments Ltd Liability Co History Added to 8,404 403 0.02% 0.02% 399 +600 7.69% Q4 2025 Feb 13, 2026
Purus Wealth Management, LLC History No change 8,298 396 0.12% 0.13% 400 0 0.0% Q4 2025 Jan 27, 2026
Guardian Capital, LLC History New 8,220 392 0.35% — 401 +8,220 New Q4 2025 Feb 05, 2026
Integrity Advisory Solutions, LLC History Added to 7,983 381 0.05% 0.05% 403 +1,320 19.81% Q4 2025 Feb 09, 2026
CULLEN/FROST BANKERS, INC. History No change 7,975 381 0.0% 0.0% 402 0 0.0% Q4 2025 Feb 06, 2026
OakTrust Wealth Advisors, LLC History New 7,939 379 0.35% — 404 +7,939 New Q4 2025 Feb 27, 2026
Signal Advisors Wealth, LLC History Added to 7,768 371 0.03% 0.02% 406 +2,993 62.68% Q4 2025 Jan 13, 2026
WEALTHSPAN PARTNERS, LLC History No change 7,784 371 0.13% 0.14% 405 0 0.0% Q4 2025 Jan 27, 2026
GSG Advisors LLC History No change 7,758 370 0.1% 0.1% 407 0 0.0% Q4 2025 Jan 08, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 7,724 369 0.17% 0.18% 408 +32 0.42% Q4 2025 Jan 06, 2026
CASCADE INVESTMENT GROUP, INC. History No change 7,704 368 0.25% 0.24% 409 0 0.0% Q4 2025 Jan 22, 2026
Trilogy Capital Inc. History Reduced 7,677 366 0.02% 0.06% 410 -18,545 -70.72% Q4 2025 Jan 22, 2026
Global View Capital Management LLC History Added to 7,676 366 0.07% 0.06% 411 +2,181 39.69% Q4 2025 Jan 14, 2026
Altus Wealth Group LLC History No change 7,650 365 0.15% 0.15% 412 0 0.0% Q4 2025 Feb 13, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 7,519 359 0.07% 0.06% 413 -221 -2.86% Q4 2025 Jan 14, 2026
Ballentine Partners, LLC History No change 7,500 358 0.01% 0.0% 414 0 0.0% Q4 2025 Feb 03, 2026
Global Financial Private Client, LLC History No change 7,500 358 0.13% 0.13% 415 0 0.0% Q4 2025 Jan 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 7,487 357 0.03% 0.03% 416 +675 9.91% Q4 2025 Feb 03, 2026
Total Clarity Wealth Management, Inc. History Reduced 7,458 356 0.09% 0.1% 417 -652 -8.04% Q4 2025 Feb 02, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,436 355 0.05% 0.05% 418 0 0.0% Q4 2025 Jan 23, 2026
Flaharty Asset Management, LLC History No change 7,385 352 0.04% 0.04% 419 0 0.0% Q4 2025 Feb 06, 2026
Claris Financial LLC History New 7,330 350 0.19% — 421 +7,330 New Q4 2025 Feb 19, 2026
GenTrust, LLC History Added to 7,285 350 0.02% 0.01% 420 +1,804 32.91% Q4 2025 Feb 02, 2026
SeaCrest Wealth Management, LLC History Reduced 7,135 349 0.04% 0.04% 422 -1,566 -18.0% Q4 2025 Jan 12, 2026
Legacy Edge Advisors, LLC History New 7,215 344 0.04% — 423 +7,215 New Q4 2025 Feb 02, 2026
PLANNING DIRECTIONS INC History Reduced 7,027 335 0.17% 0.2% 424 -984 -12.28% Q4 2025 Jan 21, 2026
AMJ Financial Wealth Management History New 6,994 334 0.08% — 426 +6,994 New Q4 2025 Feb 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 6,921 334 0.02% 0.03% 425 -273 -3.79% Q4 2025 Jan 15, 2026
Cheviot Value Management, LLC History No change 6,500 330 0.03% 0.03% 427 0 0.0% Q4 2025 Feb 03, 2026
ProCore Advisors, LLC History New 6,882 328 0.34% — 428 +6,882 New Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Added to 6,844 327 0.0% 0.0% 429 +1,027 17.66% Q4 2025 Jan 26, 2026
Harbor Asset Planning, Inc. History No change 6,832 326 0.28% 0.29% 430 0 0.0% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,382 318 0.01% 0.01% 431 0 0.0% Q4 2025 Jan 26, 2026
Exchange Bank History No change 6,651 317 0.22% 0.22% 432 0 0.0% Q4 2025 Jan 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 6,572 315 0.01% 0.01% 433 +36 0.55% Q4 2025 Jan 29, 2026
Fairscale Capital, LLC History Reduced 6,528 314 0.21% 0.22% 434 -47 -0.71% Q4 2025 Feb 17, 2026
Avondale Wealth Management History Added to 6,568 313 0.16% 0.16% 435 +260 4.12% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 6,549 312 0.01% 0.02% 437 -101 -1.52% Q4 2025 Jan 26, 2026
Crewe Advisors LLC History No change 6,545 312 0.03% 0.03% 436 0 0.0% Q4 2025 Jan 16, 2026
Clark Asset Management, LLC History Added to 6,502 310 0.03% 0.04% 439 +106 1.66% Q4 2025 Jan 27, 2026
FRG Family Wealth Advisors LLC History No change 6,490 310 0.05% 0.05% 438 0 0.0% Q4 2025 Jan 21, 2026
Aurora Private Wealth, Inc. History New 6,453 308 0.2% — 441 +6,453 New Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History No change 6,465 308 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 6,318 301 0.01% 0.01% 442 +102 1.64% Q4 2025 Feb 06, 2026
Madrid Wealth Management, LLC History New 6,290 300 0.24% — 443 +6,290 New Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History New 6,215 297 0.01% — 444 +6,215 New Q4 2025 Jan 20, 2026
Barnes Wealth Management Group, Inc History Added to 6,181 295 0.16% 0.16% 446 +157 2.61% Q4 2025 Feb 24, 2026
Archford Capital Strategies, LLC History Added to 6,189 295 0.03% 0.03% 445 +145 2.4% Q4 2025 Jan 15, 2026
MADDEN SECURITIES Corp History No change 6,150 293 0.09% 0.09% 447 0 0.0% Q4 2025 Feb 04, 2026
Parkway Wealth Management Group, LLC History New 6,126 292 0.04% — 449 +6,126 New Q4 2025 Feb 10, 2026
Berger Financial Group, Inc History Added to 6,115 292 0.02% 0.01% 448 +1,141 22.94% Q4 2025 Jan 27, 2026
Stone Wealth Partners History New 6,062 291 0.26% — 451 +6,062 New Q4 2025 Feb 24, 2026
Milestones Private Investment Advisors LLC History No change 6,096 291 0.2% 0.2% 450 0 0.0% Q4 2025 Jan 26, 2026
INVESTMENT PARTNERS, LTD. History Added to 6,041 288 0.1% 0.09% 452 +942 18.47% Q4 2025 Feb 10, 2026
Embree Financial Group History Reduced 5,992 286 0.04% 0.04% 453 -206 -3.32% Q4 2025 Jan 14, 2026
DAVENPORT & Co LLC History Added to 5,979 285 0.0% 0.0% 454 +469 8.51% Q4 2025 Jan 12, 2026
INSTRUMENTAL WEALTH, LLC History Added to 5,117 283 0.17% 0.16% 455 +449 9.62% Q4 2025 Feb 27, 2026
Heritage Wealth Management, Inc. History Reduced 5,915 282 0.08% 0.09% 456 -210 -3.43% Q4 2025 Jan 26, 2026
ProVise Management Group, LLC History Added to 5,874 280 0.02% 0.02% 457 +183 3.22% Q4 2025 Jan 29, 2026
FAS Wealth Partners, Inc. History No change 5,861 280 0.02% 0.02% 458 0 0.0% Q4 2025 Feb 18, 2026
Entelevest, LLC History New 5,829 278 0.28% — 460 +5,829 New Q4 2025 Feb 11, 2026
WARNER FINANCIAL, INC History No change 5,825 278 0.1% 0.1% 459 0 0.0% Q4 2025 Jan 21, 2026
HB Wealth Management, LLC History Reduced 5,763 275 0.0% 0.0% 461 -275 -4.55% Q4 2025 Jan 28, 2026
New Millennium Group LLC History Added to 5,744 274 0.12% 0.04% 462 +4,127 255.23% Q4 2025 Feb 06, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 5,562 265 0.01% 0.01% 463 0 0.0% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History No change 5,552 265 0.04% 0.04% 464 0 0.0% Q4 2025 Jan 22, 2026
Fund Advisors of America Inc/FL History New 5,540 264 0.24% — 465 +5,540 New Q4 2025 Mar 13, 2026
Copia Wealth Management History New 5,514 263 0.19% — 466 +5,514 New Q4 2025 Feb 06, 2026
Garton & Associates Financial Advisors LLC History New 5,510 263 0.15% — 467 +5,510 New Q4 2025 Feb 18, 2026
Astoria Portfolio Advisors LLC. History Reduced 4,767 261 0.06% 0.12% 468 -4,713 -49.72% Q4 2025 Feb 24, 2026
Integrated Wealth Concepts LLC History Reduced 5,460 260 0.0% 0.01% 469 -16,501 -75.14% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Reduced 5,415 258 0.0% 0.0% 470 -37 -0.68% Q4 2025 Jan 29, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,401 258 0.02% 0.02% 471 0 0.0% Q4 2025 Feb 06, 2026
Colonial Trust Co / SC History No change 5,400 258 0.03% 0.03% 472 0 0.0% Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History No change 5,366 256 0.16% 0.17% 473 0 0.0% Q4 2025 Feb 05, 2026
Prosperity Wealth Management, Inc. History New 5,279 252 0.08% — 474 +5,279 New Q4 2025 Mar 27, 2026
City Center Advisors, LLC History Added to 5,289 252 0.23% 0.21% 475 +813 18.16% Q4 2025 Jan 05, 2026
Endowment Wealth Management, Inc. History Added to 5,272 251 0.12% 0.11% 476 +254 5.06% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History Added to 5,226 249 0.01% 0.01% 477 +108 2.11% Q4 2025 Feb 04, 2026
Texas Yale Capital Corp. History No change 5,200 248 0.01% 0.01% 478 0 0.0% Q4 2025 Feb 10, 2026
Gateway Wealth Partners, LLC History Added to 5,169 247 0.03% 0.03% 479 +183 3.67% Q4 2025 Feb 11, 2026
Kilter Group LLC History No change 5,170 247 0.11% 0.12% 480 0 0.0% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 5,077 244 0.01% 0.01% 481 +76 1.52% Q4 2025 Feb 05, 2026
Stratos Investment Management, LLC History Reduced 5,102 243 0.01% 0.01% 482 -877 -14.67% Q4 2025 Jan 20, 2026
180 WEALTH ADVISORS, LLC History New 5,068 242 0.03% — 484 +5,068 New Q4 2025 Jan 09, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 5,084 242 0.16% 0.15% 485 +300 6.27% Q4 2025 Jan 09, 2026
Arete Wealth Advisors, LLC History Added to 5,058 242 0.01% 0.01% 483 +186 3.82% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Added to 5,052 241 0.01% 0.01% 486 +256 5.34% Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History Reduced 5,028 240 0.06% 0.06% 488 -332 -6.19% Q4 2025 Jan 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 5,037 240 0.01% 0.01% 487 -186 -3.56% Q4 2025 Feb 05, 2026
NCM Capital Management, LLC History No change 5,006 239 0.09% 0.09% 489 0 0.0% Q4 2025 Mar 02, 2026
Creekside Partners History No change 5,015 239 0.1% 0.1% 490 0 0.0% Q4 2025 Feb 13, 2026
Whalen Wealth Management Inc. History New 4,973 237 0.13% — 491 +4,973 New Q4 2025 Jan 20, 2026
Merkkuri Wealth Advisors LLC History Reduced 4,976 237 0.16% 0.26% 492 -2,608 -34.39% Q4 2025 Jan 29, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 4,885 233 0.0% 0.0% 493 +2,100 75.4% Q4 2025 Feb 17, 2026
Helium Advisors LLC History Added to 4,845 231 0.23% 0.18% 494 +280 6.13% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 4,800 229 0.0% 0.0% 495 -500 -9.43% Q4 2025 Feb 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 4,804 229 0.11% 0.12% 497 +82 1.74% Q4 2025 Jan 30, 2026
Apeiron RIA LLC History No change 4,800 229 0.05% 0.05% 496 0 0.0% Q4 2025 Feb 03, 2026
Navis Wealth Advisors, LLC History Added to 4,781 228 0.1% 0.17% 498 +90 1.92% Q4 2025 Feb 13, 2026
Sandbox Financial Partners, LLC History No change 4,745 226 0.06% 0.06% 499 0 0.0% Q4 2025 Jan 07, 2026
Kraft, Davis & Associates, LLC History New 4,454 225 0.05% — 501 +4,454 New Q4 2025 Jan 14, 2026
HOLDERNESS INVESTMENTS CO History Reduced 4,727 225 0.05% 0.05% 500 -16 -0.34% Q4 2025 Feb 10, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 4,652 222 0.02% 0.02% 502 -18 -0.39% Q4 2025 Jan 20, 2026
Trust Point Inc. History Added to 4,576 218 0.02% 0.02% 503 +156 3.53% Q4 2025 Jan 13, 2026
Stonebridge Financial Planning Group, LLC History No change 4,570 218 0.08% 0.08% 504 0 0.0% Q4 2025 Feb 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 4,521 216 0.0% — 507 +4,521 New Q4 2025 Feb 11, 2026
MEANS INVESTMENT CO., INC. History No change 4,534 216 0.02% 0.02% 505 0 0.0% Q4 2025 Jan 26, 2026
FIRST MANHATTAN CO. LLC. History No change 4,500 216 0.0% 0.0% 506 0 0.0% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History New 4,485 214 0.02% — 509 +4,485 New Q4 2025 Jan 20, 2026
GK Wealth Management LLC History Reduced 4,480 214 0.14% 0.16% 510 -120 -2.61% Q4 2025 Jan 05, 2026
Avantax Planning Partners, Inc. History No change 4,486 214 0.01% 0.01% 508 0 0.0% Q4 2025 Feb 05, 2026
MENORA MIVTACHIM HOLDINGS LTD. History New 4,471 213 0.0% — 511 +4,471 New Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History New 4,460 213 0.02% — 513 +4,460 New Q4 2025 Jan 22, 2026
SIMON QUICK ADVISORS, LLC History No change 4,470 213 0.01% 0.01% 512 0 0.0% Q4 2025 Jan 29, 2026
Lynx Investment Advisory History New 4,445 212 0.12% — 514 +4,445 New Q4 2025 Feb 05, 2026
ZEGA Investments, LLC History New 4,432 211 0.02% — 516 +4,432 New Q4 2025 Jan 27, 2026
ASSOCIATED BANC-CORP History Reduced 4,419 211 0.01% 0.01% 515 -62 -1.38% Q4 2025 Feb 06, 2026
Capstone Wealth Management Group LLC History No change 4,429 211 0.13% 0.13% 517 0 0.0% Q4 2025 Jan 09, 2026
GWN SECURITIES INC. History New 4,390 209 0.04% — 518 +4,390 New Q4 2025 Feb 11, 2026
Premier Path Wealth Partners, LLC History Reduced 4,351 207 0.03% 0.06% 520 -6,061 -58.21% Q4 2025 Jan 22, 2026
Stratos Wealth Advisors, LLC History No change 4,348 207 0.01% 0.01% 519 0 0.0% Q4 2025 Jan 20, 2026
Arista Wealth Management, LLC History No change 4,330 206 0.03% 0.03% 521 0 0.0% Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History Added to 4,262 203 0.01% 0.01% 522 +510 13.59% Q4 2025 Jan 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,231 202 0.02% 0.01% 523 0 0.0% Q4 2025 Jan 23, 2026
GoalVest Advisory LLC History New 4,224 201 0.04% — 525 +4,224 New Q4 2025 Jan 05, 2026
Vise Technologies, Inc. History New 4,211 201 0.0% — 524 +4,211 New Q4 2025 Feb 11, 2026
GENTRY PRIVATE WEALTH, LLC History No change 4,224 201 0.13% 0.14% 526 0 0.0% Q4 2025 Jan 28, 2026
GeoWealth Management, LLC History Reduced 4,121 196 0.01% 0.01% 527 -3,277 -44.3% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History No change 4,000 192 0.14% 0.15% 528 0 0.0% Q4 2025 Feb 17, 2026
Ameliora Wealth Management Ltd. History No change 4,000 191 0.06% 0.06% 529 0 0.0% Q4 2025 Jan 21, 2026
Security National Bank History Added to 3,817 182 0.03% 0.03% 530 +117 3.16% Q4 2025 Feb 05, 2026
Jackson, Grant Investment Advisers, Inc. History No change 3,749 179 0.06% 0.06% 531 0 0.0% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 3,682 175 0.0% 0.0% 532 +1,587 75.75% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Added to 3,623 173 0.0% 0.0% 533 +2,854 371.13% Q4 2025 Feb 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 3,410 162 0.04% 0.04% 535 +414 13.82% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History No change 3,400 162 0.01% 0.01% 534 0 0.0% Q4 2025 Feb 26, 2026
Horizon Investments, LLC History Added to 3,377 161 0.0% 0.0% 536 +685 25.45% Q4 2025 Feb 02, 2026
Tidemark, LLC History Reduced 3,195 152 0.04% 0.05% 537 -270 -7.79% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 3,125 149 0.01% — 538 +3,125 New Q4 2025 Mar 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 3,110 148 0.01% 0.01% 539 -127 -3.92% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 3,074 146 0.0% — 540 +3,074 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 2,995 143 0.0% 0.0% 541 0 0.0% Q4 2025 Jan 20, 2026
Triumph Capital Management History New 2,570 122 0.03% — 543 +2,570 New Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History No change 2,562 122 0.01% 0.01% 542 0 0.0% Q4 2025 Jan 20, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,545 121 0.04% 0.04% 544 0 0.0% Q4 2025 Feb 11, 2026
Knuff & Co LLC History No change 2,500 119 0.04% 0.03% 545 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Reduced 2,483 118 0.01% 0.02% 546 -845 -25.39% Q4 2025 Feb 13, 2026
Concord Wealth Partners History No change 2,443 116 0.02% 0.02% 547 0 0.0% Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,443 116 0.1% 0.12% 548 0 0.0% Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 2,290 109 0.02% 0.02% 549 -30 -1.29% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History No change 2,205 105 0.02% 0.02% 550 0 0.0% Q4 2025 Jan 23, 2026
Sunbelt Securities, Inc. History No change 2,042 97 0.01% 0.01% 551 0 0.0% Q4 2025 Feb 20, 2026
Register Financial Advisors LLC History Added to 1,992 95 0.04% 0.03% 552 +151 8.2% Q4 2025 Jan 21, 2026
IMA Advisory Services, Inc. History No change 1,943 92 0.01% 0.01% 553 0 0.0% Q4 2025 Feb 11, 2026
BankPlus Trust Department History No change 1,880 89 0.02% 0.02% 554 0 0.0% Q4 2025 Jan 27, 2026
TSFG, LLC History Reduced 1,815 87 0.01% 0.01% 555 -10 -0.55% Q4 2025 Feb 04, 2026
Avalon Trust Co History No change 1,671 79 0.01% 0.01% 556 0 0.0% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History Reduced 1,617 77 0.0% 0.0% 557 -75 -4.43% Q4 2025 Jan 16, 2026
GAMMA Investing LLC History No change 1,632 77 0.0% 0.0% 558 0 0.0% Q4 2025 Jan 05, 2026
Quattro Advisors LLC History New 1,607 76 0.06% — 559 +1,607 New Q4 2025 Feb 13, 2026
FIRST UNITED BANK & TRUST History No change 1,565 74 0.02% 0.02% 560 0 0.0% Q4 2025 Jan 21, 2026
TUCKER ASSET MANAGEMENT LLC History New 1,392 66 0.02% — 561 +1,392 New Q4 2025 Feb 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,221 58 0.01% 0.01% 562 0 0.0% Q4 2025 Jan 20, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 1,197 57 0.02% 0.02% 563 0 0.0% Q4 2025 Jan 09, 2026
Sound Income Strategies, LLC History No change 1,094 56 0.0% 0.0% 564 0 0.0% Q4 2025 Jan 21, 2026
Glass Jacobson Investment Advisors llc History No change 1,182 56 0.02% 0.02% 565 0 0.0% Q4 2025 Jan 22, 2026
Banque Cantonale Vaudoise History No change 1,157 55 0.0% 0.0% 566 0 0.0% Q4 2025 Feb 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 1,140 54 0.0% — 567 +1,140 New Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 1,107 52 0.03% — 568 +1,107 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,025 48 0.0% — 569 +1,025 New Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 959 45 0.01% 0.01% 570 0 0.0% Q4 2025 Feb 09, 2026
United Community Bank History New 931 44 0.02% — 571 +931 New Q4 2025 Jan 30, 2026
LOM Asset Management Ltd History No change 940 44 0.01% 0.01% 572 0 0.0% Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 918 43 0.02% — 573 +918 New Q4 2025 Feb 18, 2026
KERR FINANCIAL PLANNING Corp History Added to 813 43 0.06% 0.03% 574 +402 97.81% Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History No change 891 42 0.02% 0.02% 575 0 0.0% Q4 2025 Feb 04, 2026
Parvin Asset Management, LLC History New 865 41 0.03% — 577 +865 New Q4 2025 Feb 17, 2026
Main Management LLC History No change 858 41 0.0% 0.0% 576 0 0.0% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Reduced 825 39 0.0% 0.0% 578 -8 -0.96% Q4 2025 Feb 06, 2026
Bank of New Hampshire History New 800 38 0.01% — 581 +800 New Q4 2025 Mar 16, 2026
Wilmington Savings Fund Society, FSB History No change 800 38 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 12, 2026
Addison Advisors LLC History No change 800 38 0.01% 0.01% 580 0 0.0% Q4 2025 Feb 06, 2026
Wealth Watch Advisors, INC History No change 810 38 0.01% 0.02% 582 0 0.0% Q4 2025 Feb 17, 2026
BAYBAN History New 787 37 0.03% — 584 +787 New Q4 2025 Mar 05, 2026
Newbridge Financial Services Group, Inc. History New 781 37 0.01% — 583 +781 New Q4 2025 Jan 21, 2026
Sunrise Financial Services, LLC History New 759 36 0.03% — 589 +759 New Q4 2025 Feb 11, 2026
Vermillion Wealth Management, Inc. History Added to 770 36 0.01% 0.0% 587 +530 220.83% Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History No change 768 36 0.0% 0.0% 585 0 0.0% Q4 2025 Jan 23, 2026
Winch Advisory Services, LLC History No change 762 36 0.01% 0.01% 586 0 0.0% Q4 2025 Feb 03, 2026
Salomon & Ludwin, LLC History No change 767 36 0.0% 0.0% 588 0 0.0% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History New 718 34 0.0% — 590 +718 New Q4 2025 Feb 09, 2026
JNBA Financial Advisors History Added to 712 34 0.0% 0.0% 591 +205 40.43% Q4 2025 Jan 26, 2026
MOTCO History Reduced 696 33 0.0% 0.0% 592 -20 -2.79% Q4 2025 Feb 06, 2026
Millstone Evans Group, LLC History New 688 32 0.02% — 596 +688 New Q4 2025 Feb 02, 2026
Fortitude Family Office, LLC History New 686 32 0.01% — 595 +686 New Q4 2025 Jan 15, 2026
UMB Bank, n.a. History No change 675 32 0.0% 0.0% 593 0 0.0% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 670 32 0.0% 0.0% 594 0 0.0% Q4 2025 Feb 03, 2026
Pinnacle Wealth Planning Services, Inc. History New 637 30 0.0% — 597 +637 New Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 605 28 0.01% 0.01% 598 -5 -0.82% Q4 2025 Feb 18, 2026
eCIO, Inc. History New 571 27 0.01% — 600 +571 New Q4 2025 Jan 20, 2026
Atlantic Union Bankshares Corp History No change 572 27 0.0% 0.0% 599 0 0.0% Q4 2025 Feb 04, 2026
Hanson & Doremus Investment Management History Reduced 537 26 0.0% 0.0% 603 -290 -35.07% Q4 2025 Jan 20, 2026
HOWE & RUSLING INC History Added to 564 26 0.0% 0.0% 601 +26 4.83% Q4 2025 Feb 17, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 545 26 0.01% 0.01% 602 0 0.0% Q4 2025 Feb 13, 2026
Operose Advisors LLC History No change 545 26 0.01% 0.01% 604 0 0.0% Q4 2025 Feb 10, 2026
Hurley Capital, LLC History No change 515 24 0.01% 0.01% 605 0 0.0% Q4 2025 Feb 17, 2026
Archer Investment Corp History No change 516 24 0.01% 0.01% 606 0 0.0% Q4 2025 Jan 30, 2026
Darwin Wealth Management, LLC History Added to 501 23 0.01% 0.01% 607 +72 16.78% Q4 2025 Jan 22, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 500 23 0.06% 0.06% 608 0 0.0% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 450 21 0.0% — 609 +450 New Q4 2025 Feb 12, 2026
Pacific Center for Financial Services History No change 446 21 0.01% 0.01% 610 0 0.0% Q4 2025 Feb 17, 2026
GPS Wealth Strategies Group, LLC History Reduced 421 20 0.02% 0.04% 612 -7,185 -94.46% Q4 2025 Feb 06, 2026
MCF Advisors LLC History No change 420 20 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 11, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 415 19 0.01% 0.01% 613 -47 -10.17% Q4 2025 Feb 11, 2026
Monetary Solutions, Ltd History New 357 17 0.02% — 614 +357 New Q4 2025 Feb 23, 2026
Sankala Group LLC History New 302 16 0.01% — 615 +302 New Q4 2025 Mar 02, 2026
DEUTSCHE BANK AG\ History Reduced 320 15 0.0% 0.0% 616 -5 -1.54% Q4 2025 Feb 11, 2026
VSM Wealth Advisory, LLC History No change 334 15 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 06, 2026
Global Trust Asset Management, LLC History Reduced 300 14 0.01% 0.03% 618 -1,100 -78.57% Q4 2025 Jan 20, 2026
Ankerstar Wealth, LLC History New 294 14 0.01% — 619 +294 New Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 273 13 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History No change 280 13 0.0% 0.0% 621 0 0.0% Q4 2025 Jan 16, 2026
Gen-Wealth Partners Inc History No change 275 13 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 262 12 0.01% — 623 +262 New Q4 2025 Feb 11, 2026
Arlington Trust Co LLC History Reduced 250 11 0.0% 0.01% 626 -600 -70.59% Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History New 235 11 0.0% — 624 +235 New Q4 2025 Jan 13, 2026
Nemes Rush Group LLC History No change 248 11 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 11, 2026
Frazier Financial Advisors, LLC History No change 219 10 0.01% 0.01% 627 0 0.0% Q4 2025 Feb 09, 2026
DecisionPoint Financial, LLC History New 205 9 0.0% — 634 +205 New Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 203 9 0.0% — 636 +203 New Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History Reduced 208 9 0.0% 0.0% 631 -2 -0.95% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History No change 191 9 0.0% 0.0% 628 0 0.0% Q4 2025 Feb 05, 2026
BOK Financial Private Wealth, Inc. History No change 200 9 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History No change 203 9 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 26, 2026
Prestige Wealth Management Group LLC History No change 195 9 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 11, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 204 9 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 23, 2026
SWAN Capital LLC History No change 200 9 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 12, 2026
Founders Financial Alliance, LLC History Reduced 177 8 0.0% 0.01% 638 -837 -82.54% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History New 185 8 0.0% — 637 +185 New Q4 2025 Feb 17, 2026
Hilton Head Capital Partners, LLC History New 176 8 0.0% — 640 +176 New Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 170 8 0.0% 0.0% 639 -4 -2.3% Q4 2025 Feb 03, 2026
IFC & Insurance Marketing, Inc. History New 151 7 0.01% — 641 +151 New Q4 2025 Feb 12, 2026
Richard W. Paul & Associates, LLC History Reduced 105 5 0.0% 0.0% 642 -123 -53.95% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Reduced 96 4 0.0% 0.0% 648 -436 -81.95% Q4 2025 Feb 10, 2026
N.E.W. Advisory Services LLC History New 104 4 0.0% — 646 +104 New Q4 2025 Jan 28, 2026
Murphy & Mullick Capital Management Corp History New 100 4 0.0% — 651 +100 New Q4 2025 Feb 10, 2026
WealthCollab, LLC History New 93 4 0.0% — 650 +93 New Q4 2025 Jan 27, 2026
SIMPLEX TRADING, LLC History New 92 4 0.0% — 644 +92 New Q4 2025 Feb 11, 2026
Clayton Financial Group LLC History New 92 4 0.0% — 649 +92 New Q4 2025 Jan 21, 2026
AMERICAN NATIONAL BANK & TRUST History No change 88 4 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History No change 100 4 0.0% 0.0% 645 0 0.0% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 95 4 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 08, 2026
Lummis Asset Management, LP History New 70 3 0.0% — 655 +70 New Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History Added to 63 3 0.0% 0.0% 652 +4 6.78% Q4 2025 Jan 28, 2026
Activest Wealth Management History No change 76 3 0.0% 0.0% 653 0 0.0% Q4 2025 Jan 30, 2026
Aspect Partners, LLC History No change 76 3 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History New 49 2 0.0% — 660 +49 New Q4 2025 Feb 13, 2026
MASECO LLP History New 46 2 0.0% — 661 +46 New Q4 2025 Jan 22, 2026
SouthState Bank Corp History No change 62 2 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 11, 2026
DUNCKER STREETT & CO INC History No change 43 2 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 27, 2026
McIlrath & Eck, LLC History No change 50 2 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 03, 2026
Morse Asset Management, Inc History No change 56 2 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History New 30 1 0.0% — 662 +30 New Q4 2025 Jan 20, 2026
SJS Investment Consulting Inc. History New 29 1 0.0% — 665 +29 New Q4 2025 Jan 21, 2026
ATLAS CAPITAL ADVISORS INC. History New 26 1 0.0% — 664 +26 New Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 23 1 0.0% — 663 +23 New Q4 2025 Jan 22, 2026
Red Tortoise LLC History No change 30 1 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 22, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 23 1 0.0% 0.0% 667 0 0.0% Q4 2025 Feb 10, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 — 3.98% — -194,181 -100.0% Q3 2025 Oct 14, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.06% — -152,896 -100.0% Q3 2025 Oct 14, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 — 0.0% — -45,317 -100.0% Q3 2025 Nov 14, 2025
CABANA LLC History Closed out 0 0 — 4.33% — -14,870 -100.0% Q3 2025 Oct 15, 2025
Cardinal Point Capital Management ULC History Closed out 0 0 — 0.03% — -9,816 -100.0% Q3 2025 Nov 06, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.01% — -9,127 -100.0% Q3 2025 Nov 03, 2025
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.01% — -9,087 -100.0% Q3 2025 Oct 23, 2025
INTERACTIVE FINANCIAL ADVISORS, INC. History Closed out 0 0 — 0.23% — -8,970 -100.0% Q3 2025 Oct 29, 2025
DSG Capital Advisors, LLC History Closed out 0 0 — 0.06% — -7,336 -100.0% Q3 2025 Nov 03, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.05% — -6,663 -100.0% Q3 2025 Nov 12, 2025
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.01% — -6,488 -100.0% Q3 2025 Oct 14, 2025
SEI INVESTMENTS CO History Closed out 0 0 — 0.0% — -6,474 -100.0% Q3 2025 Nov 13, 2025
HERITAGE OAK WEALTH ADVISORS LLC History Closed out 0 0 — 0.11% — -6,451 -100.0% Q3 2025 Oct 20, 2025
CAPITAL INSIGHT PARTNERS, LLC History Closed out 0 0 — 0.05% — -6,059 -100.0% Q3 2025 Oct 14, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.01% — -5,567 -100.0% Q3 2025 Nov 05, 2025
HBK Sorce Advisory LLC History Closed out 0 0 — 0.01% — -5,566 -100.0% Q3 2025 Oct 16, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -5,000 -100.0% Q3 2025 Nov 13, 2025
Black Diamond Financial, LLC History Closed out 0 0 — 0.03% — -4,811 -100.0% Q3 2025 Nov 05, 2025
FOUNDERS FINANCIAL SECURITIES LLC History Closed out 0 0 — 0.02% — -4,702 -100.0% Q3 2025 Oct 15, 2025
PATTEN & PATTEN INC/TN History Closed out 0 0 — 0.01% — -4,655 -100.0% Q3 2025 Oct 31, 2025
IEQ CAPITAL, LLC History Closed out 0 0 — 0.0% — -4,424 -100.0% Q3 2025 Nov 14, 2025
Envision Financial LLC History Closed out 0 0 — 0.12% — -4,325 -100.0% Q3 2025 Oct 10, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — 0.02% — -3,026 -100.0% Q3 2025 Nov 04, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -3,000 -100.0% Q3 2025 Mar 31, 2026
AllSquare Wealth Management LLC History Closed out 0 0 — 0.04% — -1,500 -100.0% Q3 2025 Jan 12, 2026
Main Street Group, LTD History Closed out 0 0 — 0.02% — -1,313 -100.0% Q3 2025 Nov 07, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 — 0.0% — -1,133 -100.0% Q3 2025 Nov 13, 2025
Bogart Wealth, LLC History Closed out 0 0 — 0.0% — -432 -100.0% Q3 2025 Oct 27, 2025
Signature Resources Capital Management, LLC History Reduced 10 0 — 0.01% — -225 -95.74% Q4 2025 Jan 21, 2026
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -154 -100.0% Q3 2025 Oct 30, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.0% — -150 -100.0% Q3 2025 Oct 15, 2025
PFS Partners, LLC History Closed out 0 0 — 0.0% — -145 -100.0% Q3 2025 Oct 16, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2025 Nov 12, 2025
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.0% — -67 -100.0% Q3 2025 Nov 17, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 07, 2025
CENTRAL TRUST Co History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Nov 06, 2025
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Nov 12, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -28 -100.0% Q3 2025 Nov 14, 2025
Rossby Financial, LCC History New 4 0 — — — +4 New Q4 2025 Feb 12, 2026
ST GERMAIN D J CO INC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Bernard Wealth Management Corp. History No change 4 0 — — — 0 0.0% Q4 2025 Jan 15, 2026