FIRST TRUST EXCHANGE-TRADED FUND VI - RDVY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 30,504,116 2,119,120 0.58% 0.54% 1 +2,907,770 10.54% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 20,152,942 1,400,024 0.08% 0.08% 2 +940,590 4.9% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 11,285,710 784,018 0.24% 0.24% 3 +243,585 2.21% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 11,276,215 783,358 0.14% 0.13% 4 +1,076,558 10.55% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 9,042,649 628,124 0.14% 0.12% 5 +1,251,752 16.07% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 7,225,255 501,938 0.04% 0.03% 6 +232,940 3.33% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 5,994,505 416,438 0.07% 0.06% 7 +254,241 4.43% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 5,555,442 385,936 0.51% 0.48% 8 +36,812 0.67% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,147,131 357,571 0.11% 0.09% 9 +241,114 4.91% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 4,722,755 328,089 0.05% — 10 +4,722,755 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 3,912,205 271,837 0.4% 0.34% 11 +284,759 7.85% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 3,744,525 260,132 0.28% 0.27% 12 +243,551 6.96% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 2,756,341 191,482 0.79% 0.81% 13 +114,583 4.34% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,717,559 188,788 0.12% 0.13% 14 -92,540 -3.29% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,708,359 188,150 0.5% 0.48% 15 +117,439 4.53% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 2,610,967 181,383 0.85% 0.81% 16 +170,009 6.96% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 2,476,533 172,047 0.15% 0.15% 17 +79,342 3.31% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 1,626,177 112,970 0.15% 0.14% 18 +33,282 2.09% Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,569,304 109,019 0.07% 0.05% 19 +415,478 36.01% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 1,503,228 104,429 0.24% 0.23% 20 +57,927 4.01% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 1,496,878 103,988 0.25% 0.25% 21 +93,664 6.67% Q4 2025 Feb 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 147,860 102,270 33.07% 4.51% 22 +1,998 1.37% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Added to 1,453,245 100,956 0.11% 0.11% 23 +45,418 3.23% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,400,833 97,315 0.05% 0.05% 24 +91,006 6.95% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 1,358,890 94,402 0.65% 0.62% 25 +98,560 7.82% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 1,312,729 91,195 0.33% 0.35% 26 +153,150 13.21% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Reduced 1,176,963 81,763 0.11% 0.0% 27 -39,779 -3.27% Q4 2025 Mar 09, 2026
Prospera Financial Services Inc History Added to 1,113,908 77,411 1.27% 1.25% 28 +22,989 2.11% Q4 2025 Feb 09, 2026
Mariner, LLC History Added to 1,050,247 72,960 0.09% 0.09% 29 +8,622 0.83% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 1,024,802 71,192 0.11% 0.12% 30 -71,497 -6.52% Q4 2025 Feb 13, 2026
Csenge Advisory Group History Added to 1,005,353 69,841 3.16% 3.11% 31 +36,720 3.79% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 970,829 67,443 0.18% 0.2% 32 -8,235 -0.84% Q4 2025 Jan 26, 2026
Rockefeller Capital Management L.P. History Added to 951,998 66,135 0.12% 0.06% 33 +530,990 126.12% Q4 2025 Mar 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 881,129 61,212 0.76% 0.75% 34 +20,302 2.36% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Added to 881,008 61,203 0.37% 0.37% 35 +10,491 1.21% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Added to 753,309 52,332 0.14% 0.1% 36 +174,985 30.26% Q4 2025 Feb 17, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 736,020 51,131 14.58% 11.72% 37 +171,517 30.38% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 685,811 47,643 1.39% — 38 +685,811 New Q4 2025 Feb 13, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 664,802 46,183 6.57% 6.52% 39 +2,023 0.31% Q4 2025 Jan 15, 2026
Aptus Capital Advisors, LLC History Added to 647,858 45,006 0.32% 0.3% 40 +36,536 5.98% Q4 2025 Feb 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 643,484 44,702 2.78% 2.63% 41 +39,482 6.54% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 628,835 43,685 0.0% 0.01% 42 -1,078,214 -63.16% Q4 2025 Feb 11, 2026
Ascension Capital Advisors, Inc. History Added to 581,472 40,394 13.86% 13.96% 43 +48,210 9.04% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 578,881 40,214 0.82% 1.02% 44 -87,728 -13.16% Q4 2025 Feb 09, 2026
RVW Wealth, LLC History Reduced 577,086 40,090 3.06% 3.06% 45 -5,787 -0.99% Q4 2025 Jan 12, 2026
Koshinski Asset Management, Inc. History Added to 568,144 39,468 2.54% 2.49% 46 +17,317 3.14% Q4 2025 Feb 03, 2026
Financial Partners Group, Inc History Added to 538,609 38,925 4.5% 4.39% 47 +14,654 2.8% Q4 2025 Feb 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 554,949 38,552 0.02% 0.0% 48 +480,047 640.9% Q4 2025 Feb 10, 2026
Horizon Advisory Services, Inc. History Reduced 551,075 38,283 19.37% 19.32% 49 -10,254 -1.83% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Added to 539,821 37,501 0.42% 0.41% 50 +27,047 5.27% Q4 2025 Jan 20, 2026
Steward Partners Investment Advisory, LLC History Reduced 535,903 37,229 0.2% 0.21% 51 -20,763 -3.73% Q4 2025 Feb 12, 2026
Spectrum Wealth Advisory Group, LLC History Added to 535,049 37,169 13.66% 8.31% 52 +235,839 78.82% Q4 2025 Feb 11, 2026
Hobart Private Capital, LLC History Added to 504,239 35,029 6.84% 6.89% 53 +14,626 2.99% Q4 2025 Jan 27, 2026
Gladstone Institutional Advisory LLC History Added to 464,538 32,271 1.22% 1.19% 54 +3,880 0.84% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 457,152 31,758 0.38% 0.52% 55 -409,600 -47.26% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 445,635 30,957 2.44% 2.31% 56 +28,788 6.91% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 443,541 30,812 1.31% 0.83% 57 +71,381 19.18% Q4 2025 Feb 17, 2026
Rise Advisors, LLC History Added to 440,766 30,620 10.92% 0.18% 58 +433,400 5883.79% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 419,817 29,171 0.32% 0.31% 59 +17,119 4.25% Q4 2025 Feb 02, 2026
CITIGROUP INC History Added to 387,275 26,903 0.01% 0.01% 60 +22,594 6.2% Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Added to 384,922 26,740 2.03% 2.08% 61 +2,460 0.64% Q4 2025 Jan 09, 2026
US BANCORP \DE\ History Added to 366,138 25,439 0.03% 0.03% 62 +10,491 2.95% Q4 2025 Jan 30, 2026
PARK NATIONAL CORP /OH/ History Added to 361,464 25,110 0.78% 0.73% 63 +12,183 3.49% Q4 2025 Jan 05, 2026
ODonnell Financial Services, LLC History Added to 357,074 24,805 8.48% 8.34% 64 +8,629 2.48% Q4 2025 Jan 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 355,234 24,678 0.32% 0.31% 65 +36,133 11.32% Q4 2025 Feb 10, 2026
Crumly & Associates Inc. History Reduced 338,770 23,534 4.94% 5.37% 66 -26,524 -7.26% Q4 2025 Jan 14, 2026
Western Wealth Management, LLC History Added to 338,654 23,526 1.08% 1.15% 67 +13,584 4.18% Q4 2025 Feb 05, 2026
&PARTNERS History Added to 334,860 23,269 0.12% 0.1% 68 +101,889 43.73% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 330,678 23,200 1.57% 1.3% 69 +72,172 27.92% Q4 2025 Jan 15, 2026
Intellus Advisors LLC History Added to 329,586 22,896 3.04% 3.03% 70 +599 0.18% Q4 2025 Feb 06, 2026
Next Level Private LLC History Added to 328,636 22,830 5.98% 6.09% 71 +19,080 6.16% Q4 2025 Jan 07, 2026
Concurrent Investment Advisors, LLC History Added to 328,333 22,809 0.26% 0.31% 72 +56,175 20.64% Q4 2025 Jan 29, 2026
Sanchez Wealth Management Group History Added to 321,361 22,324 4.77% 3.04% 73 +117,501 57.64% Q4 2025 Feb 04, 2026
Sanctuary Advisors, LLC History Added to 319,471 22,193 0.12% 0.09% 74 +48,160 17.75% Q4 2025 Jan 29, 2026
Valmark Advisers, Inc. History Reduced 312,065 21,679 0.27% 0.27% 75 -2,814 -0.89% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 293,601 21,253 0.03% 0.03% 76 +8,454 2.96% Q4 2025 Jan 08, 2026
Pine Valley Investments Ltd Liability Co History Added to 303,721 21,099 0.98% 0.99% 77 +4,423 1.48% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History New 298,462 20,734 0.36% — 78 +298,462 New Q4 2025 Feb 09, 2026
ABLE Financial Group, LLC History Reduced 291,868 20,276 4.12% 4.28% 79 -1,983 -0.67% Q4 2025 Jan 23, 2026
Key Client Fiduciary Advisors, LLC History Reduced 282,669 19,637 6.7% 6.51% 80 -9,561 -3.27% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Added to 272,274 18,914 0.46% 0.46% 81 +339 0.12% Q4 2025 Jan 28, 2026
INTEGRITY WEALTH ADVISORS, INC. History Reduced 268,530 18,654 12.71% 12.62% 82 -270,588 -50.19% Q4 2025 Feb 17, 2026
Uniting Wealth Partners, LLC History Added to 265,408 18,437 5.65% 3.48% 83 +46,438 21.21% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Added to 260,075 18,072 0.44% 0.44% 84 +3,226 1.26% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 251,078 17,452 0.48% 0.45% 85 +15,073 6.39% Q4 2025 Jan 30, 2026
Tidemark, LLC History Added to 250,819 17,424 4.95% 0.33% 86 +234,082 1398.59% Q4 2025 Feb 10, 2026
tru Independence LLC History Added to 247,244 17,176 4.33% 4.08% 87 +13,613 5.83% Q4 2025 Jan 22, 2026
PRUDENTIAL PLC History Reduced 245,700 17,068 0.14% 0.24% 88 -241,400 -49.56% Q4 2025 Feb 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 243,410 16,909 1.98% 1.88% 89 +14,444 6.31% Q4 2025 Jan 12, 2026
BEACON FINANCIAL GROUP History New 236,880 16,456 1.64% — 90 +236,880 New Q4 2025 Apr 01, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 235,935 16,390 0.52% 0.48% 91 +27,607 13.25% Q4 2025 Jan 12, 2026
Kingsview Wealth Management, LLC History Added to 235,918 16,389 0.24% 0.13% 92 +105,911 81.47% Q4 2025 Feb 09, 2026
Traction Financial Partners, LLC History Added to 235,795 16,380 9.71% 9.29% 93 +11,923 5.33% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Added to 232,016 16,118 0.06% 0.06% 94 +6,292 2.79% Q4 2025 Feb 06, 2026
Juno Financial Group LLC History New 231,421 16,076 6.44% — 95 +231,421 New Q4 2025 Jan 28, 2026
Arkadios Wealth Advisors History Added to 220,814 15,339 0.3% 0.35% 96 +3,366 1.55% Q4 2025 Feb 13, 2026
Per Stirling Capital Management, LLC. History Added to 220,373 15,309 1.72% 1.72% 97 +6,456 3.02% Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 219,623 15,257 3.81% — 98 +219,623 New Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 210,248 14,605 0.12% 0.03% 99 +159,124 311.25% Q4 2025 Jan 26, 2026
Walkner Condon Financial Advisors LLC History Added to 204,867 14,232 1.98% 1.72% 100 +43,459 26.92% Q4 2025 Jan 21, 2026
PINNACLE ASSOCIATES LTD History Added to 204,561 14,210 0.18% 0.18% 101 +4,566 2.28% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 203,188 14,115 0.03% 0.03% 102 +5,113 2.58% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Added to 197,880 13,746 1.45% 1.44% 103 +4,521 2.34% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Reduced 196,626 13,659 0.6% 0.65% 104 -15,540 -7.32% Q4 2025 Feb 10, 2026
ORG Partners LLC History Reduced 196,185 13,628 2.4% 2.45% 105 -5,434 -2.7% Q4 2025 Jan 14, 2026
SMITH, MOORE & CO. History Added to 195,266 13,565 1.03% 0.92% 106 +16,860 9.45% Q4 2025 Jan 23, 2026
Scarborough Advisors, LLC History Added to 194,813 13,533 2.28% 2.31% 107 +201 0.1% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 189,053 13,133 0.15% 0.15% 108 -4,372 -2.26% Q4 2025 Feb 05, 2026
Chris Bulman Inc History Added to 188,670 13,106 5.8% 4.75% 109 +47,781 33.91% Q4 2025 Jan 14, 2026
Peak Planning Group, LLC History New 188,585 13,100 3.67% — 110 +188,585 New Q4 2025 Feb 13, 2026
Plotkin Financial Advisors, LLC History Added to 188,050 13,063 6.37% 6.13% 111 +3,756 2.04% Q4 2025 Feb 19, 2026
Stratos Wealth Advisors, LLC History Added to 183,811 12,769 0.62% 0.59% 112 +2,370 1.31% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 181,475 12,607 0.22% 0.27% 113 +799 0.44% Q4 2025 Feb 06, 2026
SUMMIT WEALTH GROUP LLC / CO History New 181,311 12,598 1.67% — 114 +181,311 New Q4 2025 Feb 04, 2026
Wagner Wealth Management, LLC History Added to 179,445 12,466 2.65% 2.76% 115 +2,311 1.3% Q4 2025 Jan 30, 2026
GSG Advisors LLC History Added to 177,202 12,310 3.18% 3.06% 116 +5,142 2.99% Q4 2025 Jan 08, 2026
AJ Advisors, LLC History Added to 175,449 12,188 4.5% 4.65% 117 +6,602 3.91% Q4 2025 Jan 21, 2026
PFG Advisors History Reduced 173,441 12,048 0.58% 0.57% 118 -34,155 -16.45% Q4 2025 Jan 27, 2026
Atlantic Union Bankshares Corp History Added to 172,569 11,988 0.22% 0.18% 119 +28,517 19.8% Q4 2025 Feb 04, 2026
Mainsail Financial Group, LLC History Added to 172,043 11,951 4.97% 4.65% 120 +11,427 7.11% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Added to 169,841 11,798 0.13% 0.11% 121 +34,473 25.47% Q4 2025 Jan 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 169,568 11,779 0.39% 0.36% 122 +12,131 7.71% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 168,524 11,707 0.61% 0.61% 123 +4,446 2.71% Q4 2025 Feb 05, 2026
United Advisor Group, LLC History Added to 168,325 11,693 1.46% 1.4% 124 +14,155 9.18% Q4 2025 Jan 26, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 165,987 11,531 0.68% 0.69% 125 +857 0.52% Q4 2025 Feb 10, 2026
Petix & Botte Co History Added to 163,375 11,349 2.57% 2.16% 126 +24,026 17.24% Q4 2025 Feb 05, 2026
Vise Technologies, Inc. History Added to 163,222 11,339 0.22% 0.24% 127 +67,446 70.42% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 162,537 11,291 0.53% 0.39% 128 +30,610 23.2% Q4 2025 Jan 21, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 160,988 11,183 0.8% 0.82% 129 -20,684 -11.39% Q4 2025 Jan 14, 2026
World Investment Advisors History Added to 158,704 11,025 0.18% 0.17% 130 +37,803 31.27% Q4 2025 Mar 12, 2026
OPPENHEIMER & CO INC History Added to 158,203 10,990 0.16% 0.12% 131 +5,835 3.83% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 158,024 10,977 0.12% 0.09% 132 +66,541 72.74% Q4 2025 Jan 23, 2026
O'Connor Financial Group LLC History New 152,752 10,958 4.37% — 133 +152,752 New Q4 2025 Jan 26, 2026
Redhawk Wealth Advisors, Inc. History Added to 155,392 10,795 1.21% 0.84% 134 +47,676 44.26% Q4 2025 Jan 14, 2026
Mach-1 Financial Group, LLC History New 153,546 10,666 2.19% — 135 +153,546 New Q4 2025 Feb 06, 2026
N.E.W. Advisory Services LLC History Added to 152,180 10,571 0.78% 0.16% 136 +125,002 459.94% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History Added to 150,528 10,457 0.49% 0.72% 137 +37,529 33.21% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 150,237 10,436 0.01% 0.0% 138 +116,843 349.89% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 150,199 10,434 1.13% 1.19% 139 -6,758 -4.31% Q4 2025 Jan 23, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 149,789 10,405 3.69% 3.67% 140 +1,866 1.26% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 147,945 10,277 0.05% 0.05% 141 +19,793 15.44% Q4 2025 Jan 12, 2026
Weitzel Financial Services, Inc. History Added to 145,111 10,179 3.94% 3.82% 142 +2,924 2.06% Q4 2025 Feb 03, 2026
Summit Financial, LLC History Added to 143,927 9,998 0.15% 0.15% 143 +1,337 0.94% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 143,328 9,956 0.26% 0.21% 144 +27,857 24.12% Q4 2025 Jan 23, 2026
Legacy Capital Wealth Partners, LLC History Reduced 150,627 9,929 2.13% 2.18% 145 -6,026 -3.85% Q4 2025 Jan 16, 2026
PRINCIPAL SECURITIES, INC. History Added to 141,052 9,798 0.15% 0.15% 146 +9,753 7.43% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 140,197 9,739 0.19% 0.19% 147 +5,475 4.06% Q4 2025 Jan 14, 2026
CITY HOLDING CO History Added to 136,441 9,478 1.17% 1.11% 148 +4,700 3.57% Q4 2025 Jan 22, 2026
Avidian Wealth Enterprises, LLC History Added to 133,550 9,277 0.34% 0.33% 149 +3,270 2.51% Q4 2025 Feb 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 132,023 9,171 0.63% 0.6% 150 +14,554 12.39% Q4 2025 Feb 03, 2026
Triumph Capital Management History Reduced 131,786 9,155 1.98% 2.44% 151 -3,684 -2.72% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 131,366 9,126 0.07% 0.07% 152 +1,197 0.92% Q4 2025 Feb 12, 2026
Fairway Financial, LLC History Added to 131,352 9,125 6.89% 6.82% 153 +2,653 2.06% Q4 2025 Feb 04, 2026
Sovereign Financial Group, Inc. History Added to 130,541 9,068 1.56% 1.64% 154 +458 0.35% Q4 2025 Jan 07, 2026
Gateway Wealth Partners, LLC History Added to 129,947 9,027 1.0% 1.04% 155 +15,926 13.97% Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Added to 129,240 8,978 0.31% 0.3% 156 +5,669 4.59% Q4 2025 Jan 12, 2026
TSFG, LLC History New 127,560 8,862 1.32% — 157 +127,560 New Q4 2025 Feb 04, 2026
Gaddis Premier Wealth Advisors LLC History New 127,443 8,853 6.72% — 158 +127,443 New Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 125,562 8,723 0.38% 0.35% 159 +6,129 5.13% Q4 2025 Feb 12, 2026
SMART Wealth LLC History Reduced 125,539 8,721 2.66% 3.38% 160 -7,798 -5.85% Q4 2025 Jan 26, 2026
COMERICA BANK History Added to 124,362 8,639 0.03% 0.03% 161 +6,300 5.34% Q4 2025 Jan 29, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 124,340 8,637 4.27% 4.51% 162 +1,896 1.55% Q4 2025 Jan 30, 2026
IFP Advisors, Inc History Added to 123,531 8,581 0.19% 0.16% 163 +31,426 34.12% Q4 2025 Feb 06, 2026
Invst, LLC History Added to 122,230 8,491 0.92% 0.89% 164 +5,177 4.42% Q4 2025 Feb 11, 2026
Coppell Advisory Solutions LLC History Reduced 120,456 8,451 0.83% 0.86% 165 -47 -0.04% Q4 2025 Feb 17, 2026
Solano Wealth Investment Advisors LLC History Reduced 119,825 8,324 4.13% 4.42% 166 -16,325 -11.99% Q4 2025 Feb 12, 2026
Virtus Wealth Solutions LLC History Added to 119,450 8,298 1.58% 0.38% 167 +90,442 311.78% Q4 2025 Jan 29, 2026
Total Clarity Wealth Management, Inc. History Added to 119,358 8,291 2.0% 1.91% 168 +12,231 11.42% Q4 2025 Feb 02, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 118,867 8,257 0.27% 0.29% 169 -411 -0.34% Q4 2025 Feb 17, 2026
Guided Capital Wealth Management, LLC History Added to 117,319 8,150 5.71% 5.53% 170 +21,375 22.28% Q4 2025 Jan 15, 2026
StoneCrest Wealth Management, Inc. History Added to 116,713 8,108 3.27% 3.13% 171 +10,361 9.74% Q4 2025 Jan 16, 2026
STEPHENS INC /AR/ History Added to 115,227 8,004 0.1% 0.09% 172 +7,206 6.67% Q4 2025 Feb 05, 2026
Huntleigh Advisors, Inc. History Added to 115,154 7,999 1.35% 1.27% 173 +3,991 3.59% Q4 2025 Jan 29, 2026
Frederick Financial Consultants, LLC History Added to 114,491 7,953 4.35% 4.21% 174 +2,805 2.51% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Added to 113,698 7,898 0.61% 0.58% 175 +5,573 5.15% Q4 2025 Feb 13, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 112,685 7,844 6.62% — 176 +112,685 New Q4 2025 Jan 20, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 112,076 7,785 2.42% 2.96% 177 +7,444 7.11% Q4 2025 Jan 08, 2026
NESTEGG ADVISORS, INC. History Added to 110,747 7,693 6.57% 6.2% 178 +6,898 6.64% Q4 2025 Jan 21, 2026
Harvest Investment Services, LLC History Added to 108,716 7,552 1.42% 0.91% 179 +41,432 61.58% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 106,485 7,397 0.34% 0.33% 180 +5,760 5.72% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 105,998 7,334 0.18% 0.12% 181 +14,615 15.99% Q4 2025 Feb 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 105,233 7,310 0.5% 0.52% 182 +2,627 2.56% Q4 2025 Feb 02, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 104,921 7,288 1.22% 1.21% 183 +3,081 3.03% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History Added to 104,283 7,244 0.15% 0.07% 184 +60,785 139.74% Q4 2025 Feb 03, 2026
HFG Advisors, Inc. History Added to 103,436 7,185 5.21% 4.99% 185 +2,787 2.77% Q4 2025 Feb 13, 2026
LeClair Wealth Partners LLC History Reduced 103,273 7,174 4.16% 4.34% 186 -357 -0.34% Q4 2025 Feb 11, 2026
Envision Financial LLC History Added to 103,256 7,173 3.79% 3.11% 187 +22,581 27.99% Q4 2025 Jan 07, 2026
AE Wealth Management LLC History Added to 101,454 7,048 0.04% 0.04% 188 +8,043 8.61% Q4 2025 Jan 26, 2026
CLG LLC History Reduced 100,622 6,990 1.74% 2.25% 189 -22,025 -17.96% Q4 2025 Jan 15, 2026
Certified Advisory Corp History Added to 100,182 6,959 0.63% 0.56% 190 +12,278 13.97% Q4 2025 Jan 12, 2026
Pathstone Holdings, LLC History New 99,292 6,897 0.03% — 191 +99,292 New Q4 2025 Feb 13, 2026
Accel Wealth Management History Added to 98,304 6,829 1.87% 1.73% 192 +10,020 11.35% Q4 2025 Jan 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 94,154 6,540 0.11% 0.1% 193 +21,319 29.27% Q4 2025 Feb 19, 2026
Spire Wealth Management History Added to 92,561 6,430 0.22% 0.21% 194 +817 0.89% Q4 2025 Jan 14, 2026
Trivium Point Advisory, LLC History Reduced 91,115 6,329 0.64% 0.64% 195 -2,779 -2.96% Q4 2025 Jan 26, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 90,359 6,277 4.47% 4.47% 196 -785 -0.86% Q4 2025 Jan 14, 2026
ARVEST INVESTMENTS, INC. History Added to 89,965 6,249 0.88% 0.81% 197 +6,478 7.76% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 89,550 6,220 0.12% 0.09% 198 +21,913 32.4% Q4 2025 Feb 12, 2026
Rockport Wealth LLC History Reduced 86,393 6,001 1.17% 1.37% 199 -13,586 -13.59% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 85,999 5,974 0.13% 0.11% 200 +13,237 18.19% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Reduced 85,208 5,919 0.06% 0.06% 201 -5,156 -5.71% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 84,305 5,856 0.47% 0.36% 202 +22,303 35.97% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 84,075 5,840 0.14% 0.13% 203 +3,981 4.97% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 82,324 5,719 0.33% 0.32% 204 +1,839 2.28% Q4 2025 Jan 15, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 80,000 5,558 0.05% 0.05% 205 0 0.0% Q4 2025 Feb 03, 2026
Claro Advisors Inc. History Added to 79,181 5,500 0.75% 0.74% 206 +4,040 5.38% Q4 2025 Feb 17, 2026
IMG Wealth Management, Inc. History Added to 78,682 5,466 3.47% 3.36% 207 +4,772 6.46% Q4 2025 Feb 05, 2026
BlueChip Wealth Advisors LLC History Reduced 78,618 5,461 2.3% 2.29% 208 -1,245 -1.56% Q4 2025 Feb 05, 2026
Premier Private Wealth Management LLC History New 74,375 5,439 5.64% — 209 +74,375 New Q4 2025 Feb 11, 2026
Genesee Capital Advisors, LLC History Reduced 78,149 5,428 2.18% 2.29% 210 -319 -0.41% Q4 2025 Jan 16, 2026
Advance Capital Management, Inc. History Reduced 77,372 5,375 0.23% 0.23% 211 -1,601 -2.03% Q4 2025 Jan 06, 2026
Smartleaf Asset Management LLC History Added to 76,078 5,337 0.2% 0.0% 212 +75,984 80834.04% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 76,600 5,321 0.26% 0.26% 213 +11,710 18.05% Q4 2025 Jan 28, 2026
Lineweaver Wealth Advisors, LLC History Reduced 75,542 5,247 0.71% 0.76% 214 -1,394 -1.81% Q4 2025 Jan 14, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 75,457 5,242 1.89% 1.22% 215 +30,188 66.69% Q4 2025 Jan 26, 2026
TruWealth Advisors, LLC History Reduced 75,352 5,234 0.26% 0.26% 216 -456 -0.6% Q4 2025 Jan 07, 2026
Insight Inv LLC History Added to 75,291 5,230 2.93% 2.71% 217 +6,639 9.67% Q4 2025 Feb 06, 2026
Snowden Capital Advisors LLC History Added to 75,145 5,220 0.13% 0.11% 218 +14,526 23.96% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 74,639 5,185 0.76% 0.64% 219 +11,727 18.64% Q4 2025 Feb 10, 2026
Five Pine Wealth Management History Reduced 74,521 5,177 3.32% 3.45% 220 -1,465 -1.93% Q4 2025 Jan 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 72,961 5,068 0.3% 0.3% 221 +7,260 11.05% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 72,373 5,027 0.09% 0.1% 222 +2,380 3.4% Q4 2025 Jan 16, 2026
WEDBUSH SECURITIES INC History Added to 71,605 4,974 0.15% 0.14% 223 +6,559 10.08% Q4 2025 Feb 12, 2026
Ethos Financial Group, LLC History Reduced 71,363 4,957 0.37% 0.66% 224 -53,602 -42.89% Q4 2025 Jan 20, 2026
Goldstone Financial Group, LLC History Added to 70,452 4,894 0.55% 0.52% 225 +4,793 7.3% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 69,973 4,861 0.0% 0.0% 226 -1,483 -2.08% Q4 2025 Feb 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 66,969 4,652 2.34% 2.48% 227 -2,656 -3.81% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 66,487 4,618 0.09% 0.09% 228 +2,440 3.81% Q4 2025 Feb 03, 2026
EverSource Wealth Advisors, LLC History Added to 66,187 4,597 0.17% 0.03% 229 +54,591 470.77% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 65,823 4,572 0.17% 0.07% 230 +42,687 184.5% Q4 2025 Feb 09, 2026
LVZ, Inc. History Reduced 65,722 4,565 0.51% 0.54% 231 -4,726 -6.71% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 65,603 4,557 0.24% 0.25% 232 +5,754 9.61% Q4 2025 Jan 26, 2026
Braun-Bostich & Associates Inc. History Added to 65,552 4,553 2.81% 2.76% 233 +411 0.63% Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 65,113 4,549 0.01% 0.01% 234 -1,186 -1.79% Q4 2025 Feb 05, 2026
Ergawealth Advisors, Inc. History Reduced 64,986 4,514 2.08% 5.45% 235 -108,838 -62.61% Q4 2025 Jan 21, 2026
Proactive Wealth Strategies LLC History Reduced 63,694 4,424 1.75% 1.86% 236 -454 -0.71% Q4 2025 Feb 05, 2026
NewEdge Wealth, LLC History Reduced 63,609 4,418 0.05% 0.06% 237 -1,680 -2.57% Q4 2025 Feb 03, 2026
CRUX WEALTH ADVISORS History New 63,593 4,417 1.64% — 238 +63,593 New Q4 2025 Jan 21, 2026
Stonebridge Financial Planning Group, LLC History Added to 63,446 4,407 1.59% 1.29% 239 +12,215 23.84% Q4 2025 Feb 05, 2026
WILLNER & HELLER, LLC History Added to 62,070 4,311 3.1% 3.05% 240 +3,075 5.21% Q4 2025 Jan 12, 2026
Crusonia Wealth Advisors LLC History New 62,005 4,307 0.95% — 241 +62,005 New Q4 2025 Feb 18, 2026
Mattern Wealth Management LLC History No change 61,401 4,265 0.82% 0.82% 242 0 0.0% Q4 2025 Jan 16, 2026
TBH Global Asset Management, LLC History Added to 61,363 4,262 0.71% 0.69% 243 +9,156 17.54% Q4 2025 Jan 29, 2026
Stegent Equity Advisors, Inc. History Added to 60,790 4,223 3.29% 3.11% 244 +3,958 6.96% Q4 2025 Jan 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 60,732 4,219 1.47% 0.74% 245 +55,132 984.5% Q4 2025 Jan 20, 2026
WealthCare Investment Partners, LLC History Added to 59,903 4,202 1.22% 1.3% 246 +213 0.36% Q4 2025 Jan 06, 2026
Merkkuri Wealth Advisors LLC History Added to 59,666 4,144 2.82% 0.36% 247 +52,301 710.13% Q4 2025 Jan 29, 2026
Graney & King, LLC History Added to 59,475 4,131 2.42% 0.85% 248 +41,281 226.89% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 58,877 4,090 0.27% 0.29% 249 -4,311 -6.82% Q4 2025 Jan 23, 2026
Claris Financial LLC History New 58,045 4,032 2.15% — 250 +58,045 New Q4 2025 Feb 19, 2026
PARK AVENUE SECURITIES LLC History Added to 57,823 4,017 0.03% 0.03% 251 +1,654 2.94% Q4 2025 Jan 05, 2026
Creative Planning History Added to 57,029 3,961 0.0% 0.0% 252 +12,909 29.26% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 56,952 3,956 0.02% — 253 +56,952 New Q4 2025 Feb 05, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 56,121 3,898 1.09% 1.06% 254 +1,436 2.63% Q4 2025 Jan 23, 2026
Global Assets Advisory, LLC History Reduced 55,761 3,873 1.11% 1.21% 255 -4,892 -8.07% Q4 2025 Feb 09, 2026
Modern Wealth Management, LLC History Reduced 55,515 3,856 0.07% 0.08% 256 -2,967 -5.07% Q4 2025 Feb 17, 2026
Main Street Financial Solutions, LLC History Reduced 54,515 3,787 0.28% 0.24% 257 -135 -0.25% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 52,178 3,777 0.15% 0.16% 258 -1,829 -3.39% Q4 2025 Jan 09, 2026
Flaharty Asset Management, LLC History Reduced 54,097 3,758 0.47% 0.46% 259 -173 -0.32% Q4 2025 Feb 06, 2026
APS Management Group, Inc. History Reduced 54,087 3,757 3.22% 5.85% 260 -44,062 -44.89% Q4 2025 Jan 28, 2026
Mayflower Financial Advisors, LLC History Added to 53,570 3,721 0.45% 0.45% 261 +497 0.94% Q4 2025 Jan 13, 2026
Centennial Wealth Advisory LLC History Added to 53,091 3,688 0.98% 0.89% 262 +5,313 11.12% Q4 2025 Jan 14, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 52,925 3,676 1.58% 1.63% 263 -702 -1.31% Q4 2025 Jan 26, 2026
DHJJ Financial Advisors, Ltd. History Added to 52,179 3,624 1.2% 1.1% 264 +3,826 7.91% Q4 2025 Jan 23, 2026
Betterment LLC History Added to 52,054 3,616 0.01% 0.01% 265 +742 1.45% Q4 2025 Feb 12, 2026
WCG Wealth Advisors LLC History Added to 51,967 3,610 0.1% 0.07% 266 +34,727 201.43% Q4 2025 Feb 10, 2026
Wisconsin Wealth Advisors, LLC History Reduced 51,473 3,575 3.5% 3.59% 267 -4,533 -8.09% Q4 2025 Jan 07, 2026
Southland Equity Partners LLC History Reduced 50,958 3,540 0.7% 0.7% 268 -721 -1.4% Q4 2025 Jan 14, 2026
Purus Wealth Management, LLC History Reduced 49,955 3,470 1.08% 1.07% 269 -10 -0.02% Q4 2025 Jan 27, 2026
GPS Wealth Strategies Group, LLC History Reduced 49,700 3,452 2.94% 1.86% 270 -211,968 -81.01% Q4 2025 Feb 06, 2026
Asset Allocation Strategies LLC History Added to 49,312 3,425 0.63% 0.63% 271 +1,860 3.92% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 48,132 3,343 0.21% 0.24% 272 -5,648 -10.5% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 47,700 3,313 0.01% 0.01% 273 -12,600 -20.9% Q4 2025 Feb 12, 2026
FLAGSTAR ADVISORS INC History Added to 47,469 3,297 1.1% 0.85% 274 +6,179 14.96% Q4 2025 Jan 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 47,343 3,288 0.07% 0.06% 275 +7,565 19.02% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 46,388 3,222 0.11% 0.1% 276 +4,718 11.32% Q4 2025 Feb 06, 2026
PCA Investment Advisory Services Inc. History Reduced 45,961 3,192 1.12% 1.19% 277 -1,684 -3.53% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 45,554 3,164 0.0% 0.0% 278 +3,887 9.33% Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Reduced 44,799 3,112 1.24% 1.5% 279 -8,443 -15.86% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 44,610 3,099 0.15% 0.66% 280 -96,312 -68.34% Q4 2025 Feb 12, 2026
SFG Wealth Management, LLC. History Reduced 44,600 3,098 1.22% 1.32% 281 -656 -1.45% Q4 2025 Feb 03, 2026
Holistic Financial Partners History New 44,165 3,068 1.11% — 283 +44,165 New Q4 2025 Jan 07, 2026
Ballew Advisors, Inc History Added to 42,590 3,068 1.73% 1.36% 282 +5,954 16.25% Q4 2025 Jan 14, 2026
Ameritas Advisory Services, LLC History Added to 43,805 3,043 0.11% 0.09% 284 +22,469 105.31% Q4 2025 Feb 04, 2026
PKS Advisory Services, LLC History Added to 43,480 3,020 0.69% 0.44% 285 +12,466 40.19% Q4 2025 Feb 02, 2026
Vestmark Advisory Solutions, Inc. History New 43,382 3,013 0.04% — 286 +43,382 New Q4 2025 Feb 06, 2026
FMR LLC History Added to 43,326 3,009 0.0% 0.0% 287 +2,929 7.25% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History New 43,149 2,997 0.01% — 288 +43,149 New Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 42,835 2,975 0.36% 0.45% 289 -13,778 -24.34% Q4 2025 Feb 13, 2026
Benson Wealth Management INC History New 42,107 2,925 3.26% — 290 +42,107 New Q4 2025 Feb 12, 2026
PCG Wealth Advisors, LLC History Added to 41,941 2,913 0.82% 0.71% 291 +5,572 15.32% Q4 2025 Feb 05, 2026
BankPlus Wealth Management LLC History Added to 41,526 2,885 1.59% 1.49% 292 +3,929 10.45% Q4 2025 Feb 04, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 41,515 2,884 1.13% 1.08% 293 +492 1.2% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Added to 41,168 2,859 0.42% 0.44% 294 +1,630 4.12% Q4 2025 Jan 22, 2026
Legacy Wealth Managment, LLC/ID History Added to 40,654 2,824 1.35% 0.78% 295 +14,950 58.16% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 40,624 2,822 0.07% 0.07% 296 +2,043 5.3% Q4 2025 Feb 09, 2026
Forefront Wealth Partners, LLC History Reduced 40,607 2,820 1.34% 0.72% 297 -1,892 -4.45% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 40,386 2,805 0.25% 0.23% 298 +1,017 2.58% Q4 2025 Jan 26, 2026
Davis Investment Partners, LLC History Reduced 39,885 2,797 0.98% 1.01% 300 -4,319 -9.77% Q4 2025 Jan 06, 2026
Eldridge Investment Advisors, Inc. History Added to 40,276 2,797 0.62% 0.62% 299 +2 0.0% Q4 2025 Feb 11, 2026
Keystone Financial Group History Added to 40,030 2,780 0.21% 0.2% 301 +1,196 3.08% Q4 2025 Feb 06, 2026
Ignite Planners, LLC History Added to 38,362 2,772 0.42% 0.19% 302 +21,155 122.94% Q4 2025 Feb 06, 2026
Atlas Wealth LLC History Added to 39,586 2,750 0.84% 0.78% 303 +3,694 10.29% Q4 2025 Feb 05, 2026
Balefire, LLC History Added to 39,521 2,745 0.53% 0.4% 304 +9,594 32.06% Q4 2025 Jan 12, 2026
Advisory Alpha, LLC History Added to 38,797 2,695 0.07% 0.07% 305 +1,875 5.08% Q4 2025 Feb 06, 2026
TrueWealth Advisors, LLC History Reduced 38,638 2,684 0.7% 0.72% 306 -822 -2.08% Q4 2025 Jan 07, 2026
NATIXIS ADVISORS, LLC History Added to 38,501 2,675 0.0% 0.0% 307 +23,564 157.76% Q4 2025 Feb 10, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 38,508 2,675 2.32% 2.41% 308 -5,114 -11.72% Q4 2025 Feb 05, 2026
NBC SECURITIES, INC. History Reduced 38,268 2,658 0.2% 0.21% 309 -2,634 -6.44% Q4 2025 Jan 29, 2026
Beaumont Financial Advisors, LLC History Reduced 38,042 2,642 0.17% 0.17% 310 -44 -0.12% Q4 2025 Jan 16, 2026
Ashton Thomas Private Wealth, LLC History Added to 37,825 2,627 0.06% 0.06% 311 +3,691 10.81% Q4 2025 Jan 29, 2026
Synergy Asset Management, LLC History New 37,377 2,596 0.27% — 312 +37,377 New Q4 2025 Jan 13, 2026
Sunbelt Securities, Inc. History Added to 37,317 2,592 0.17% 0.16% 313 +2,146 6.1% Q4 2025 Feb 20, 2026
Hilton Head Capital Partners, LLC History New 36,628 2,544 1.49% — 314 +36,628 New Q4 2025 Feb 11, 2026
Sun Financial Inc History New 36,228 2,516 1.4% — 315 +36,228 New Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 36,156 2,512 0.0% 0.0% 316 -7,281 -16.76% Q4 2025 Feb 18, 2026
Pinnacle Financial Partners, Inc. History New 35,917 2,496 0.02% — 317 +35,917 New Q4 2025 Feb 18, 2026
WEALTH EFFECTS LLC History Reduced 35,429 2,461 0.77% 0.77% 318 -274 -0.77% Q4 2025 Jan 26, 2026
Cypress Wealth Services, LLC History New 35,280 2,450 0.34% — 319 +35,280 New Q4 2025 Jan 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 33,401 2,432 0.71% 0.77% 320 -297 -0.88% Q4 2025 Feb 10, 2026
Gotham Asset Management, LLC History Added to 34,885 2,423 0.01% 0.0% 321 +22,228 175.62% Q4 2025 Feb 17, 2026
CERTUITY, LLC History Added to 34,224 2,377 0.15% 0.12% 322 +8,168 31.35% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 33,923 2,356 0.01% — 323 +33,923 New Q4 2025 Feb 17, 2026
Sequent Planning LLC History Added to 33,686 2,340 0.6% 0.36% 324 +14,755 77.94% Q4 2025 Feb 05, 2026
OneAscent Financial Services LLC History New 32,972 2,290 0.21% — 325 +32,972 New Q4 2025 Feb 11, 2026
MTM Investment Management, LLC History Reduced 32,750 2,275 0.73% 0.7% 326 -97 -0.3% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 32,358 2,247 0.0% 0.0% 327 -1,804 -5.28% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 31,915 2,217 0.0% 0.0% 328 +6,693 26.54% Q4 2025 Feb 13, 2026
Centerpoint Advisory Group History Reduced 31,846 2,212 1.7% 1.69% 329 -420 -1.3% Q4 2025 Feb 03, 2026
LaSalle St. Investment Advisors, LLC History Added to 31,601 2,195 0.35% 0.21% 330 +14,284 82.49% Q4 2025 Feb 17, 2026
BARRETT & COMPANY, INC. History Added to 31,531 2,190 0.73% 0.72% 331 +406 1.3% Q4 2025 Jan 28, 2026
Triton Wealth Management, PLLC History Reduced 29,834 2,146 0.81% 1.27% 332 -19,706 -39.78% Q4 2025 Feb 05, 2026
TD Capital Management LLC History Added to 30,852 2,143 0.19% 0.11% 333 +12,603 69.06% Q4 2025 Feb 26, 2026
Perissos Private Wealth Management, LLC History Reduced 30,605 2,126 1.83% 1.62% 334 -2,411 -7.3% Q4 2025 Feb 09, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 30,452 2,115 0.05% 0.06% 335 -4,166 -12.03% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 30,405 2,112 0.11% 0.11% 336 +2,199 7.8% Q4 2025 Jan 20, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 30,198 2,097 0.62% 0.65% 337 -769 -2.48% Q4 2025 Jan 21, 2026
Pinnacle Family Advisors, LLC History Added to 29,987 2,083 0.92% 0.67% 338 +7,041 30.69% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 29,850 2,073 0.47% 0.44% 339 +1,768 6.3% Q4 2025 Jan 21, 2026
Family Manage LLC History Added to 29,808 2,070 0.26% 0.27% 340 +428 1.46% Q4 2025 Feb 17, 2026
ProVise Management Group, LLC History Added to 29,458 2,046 0.15% 0.13% 341 +3,828 14.94% Q4 2025 Jan 29, 2026
EdgeRock Capital LLC History Added to 28,959 2,015 0.54% 0.44% 342 +5,566 23.79% Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Added to 28,761 1,998 0.0% 0.0% 343 +6,446 28.89% Q4 2025 Feb 13, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Reduced 28,498 1,979 1.4% 1.63% 344 -161 -0.56% Q4 2025 Feb 04, 2026
Milestones Private Investment Advisors LLC History Added to 28,265 1,963 1.35% 0.98% 345 +6,838 31.91% Q4 2025 Jan 26, 2026
Triad Wealth Partners, LLC History Added to 28,029 1,947 0.19% 0.15% 346 +10,324 58.31% Q4 2025 Jan 22, 2026
Platform Technology Partners History Added to 28,013 1,946 0.41% 0.37% 347 +5,096 22.24% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 27,775 1,929 0.2% 0.2% 348 -235 -0.84% Q4 2025 Feb 05, 2026
17 CAPITAL PARTNERS, LLC History New 27,651 1,920 0.99% — 349 +27,651 New Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 27,430 1,905 0.06% 0.06% 350 +7,026 34.43% Q4 2025 Jan 20, 2026
Ellsworth Advisors, LLC History Added to 26,188 1,903 0.38% 0.35% 352 +1,700 6.94% Q4 2025 Jan 16, 2026
American Financial Advisors, LLC History Reduced 27,397 1,903 0.25% 0.24% 351 -850 -3.01% Q4 2025 Feb 03, 2026
Capital Investment Advisory Services, LLC History Added to 27,206 1,889 0.13% 0.13% 353 +2,374 9.56% Q4 2025 Jan 21, 2026
Wagner Wealth Management, Corp History New 26,289 1,826 1.8% — 354 +26,289 New Q4 2025 Feb 12, 2026
L & S Advisors Inc History Added to 25,960 1,803 0.17% 0.17% 355 +391 1.53% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Reduced 25,363 1,761 0.02% 0.03% 356 -552 -2.13% Q4 2025 Feb 17, 2026
Prism Advisors, Inc. History Added to 25,086 1,742 0.46% 0.45% 357 +231 0.93% Q4 2025 Jan 23, 2026
Aurora Private Wealth, Inc. History New 25,051 1,729 1.14% — 358 +25,051 New Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 24,849 1,726 0.01% 0.01% 359 +935 3.91% Q4 2025 Feb 18, 2026
UPTICK PARTNERS, LLC History Reduced 24,387 1,694 0.36% 0.44% 360 -404 -1.63% Q4 2025 Feb 02, 2026
Richmond Investment Services, LLC History Added to 24,370 1,692 0.29% 0.3% 361 +424 1.77% Q4 2025 Feb 12, 2026
TrueWealth Financial Partners History New 24,326 1,689 1.39% — 363 +24,326 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 24,326 1,689 1.39% — 364 +24,326 New Q4 2025 Feb 05, 2026
Avior Wealth Management, LLC History Reduced 24,318 1,689 0.05% 0.06% 362 -4,331 -15.12% Q4 2025 Jan 06, 2026
Appalachian Capital Management Ltd History New 24,298 1,687 1.35% — 365 +24,298 New Q4 2025 Feb 17, 2026
Pitti Group Wealth Management, LLC History Added to 24,029 1,669 1.37% 1.36% 366 +240 1.01% Q4 2025 Feb 13, 2026
Catalyst Investment Management LLC History New 23,941 1,663 1.58% — 367 +23,941 New Q4 2025 Feb 20, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 23,844 1,656 0.35% 0.43% 368 -5,582 -18.97% Q4 2025 Jan 22, 2026
Darwin Wealth Management, LLC History Added to 23,390 1,624 0.5% 0.48% 369 +728 3.21% Q4 2025 Jan 22, 2026
National Wealth Management Group, LLC History Added to 23,301 1,618 0.56% 0.47% 370 +4,719 25.4% Q4 2025 Jan 12, 2026
Topsail Wealth Management, LLC History Added to 23,272 1,616 0.24% 0.26% 371 +665 2.94% Q4 2025 Feb 04, 2026
DAGCO, INC. History Added to 23,178 1,610 0.37% 0.38% 372 +701 3.12% Q4 2025 Jan 08, 2026
Strategic Blueprint, LLC History Reduced 23,018 1,599 0.09% 0.08% 373 -4,518 -16.41% Q4 2025 Jan 30, 2026
Altus Wealth Group LLC History Added to 22,720 1,578 0.63% 0.62% 374 +208 0.92% Q4 2025 Feb 13, 2026
Worthington Financial Partners, LLC History New 22,176 1,540 1.36% — 375 +22,176 New Q4 2025 Mar 05, 2026
Integrity Financial Corp /WA History Reduced 22,061 1,532 0.78% 0.87% 376 -4,965 -18.37% Q4 2025 Feb 13, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 22,065 1,532 1.02% 1.06% 377 +225 1.03% Q4 2025 Jan 07, 2026
Morey & Quinn Wealth Partners, LLC History Added to 22,001 1,528 1.1% 1.0% 378 +1,747 8.63% Q4 2025 Jan 27, 2026
BANK OF MONTREAL /CAN/ History Reduced 21,791 1,513 0.0% 0.0% 379 -633 -2.82% Q4 2025 Feb 12, 2026
Cadent Capital Advisors, LLC History Added to 21,675 1,505 0.39% 0.27% 380 +6,390 41.81% Q4 2025 Jan 13, 2026
Grantvest Financial Group LLC History Added to 21,631 1,502 0.96% 0.95% 381 +1,109 5.4% Q4 2025 Feb 02, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 21,606 1,501 0.23% 0.23% 382 -395 -1.8% Q4 2025 Jan 13, 2026
Family Capital Management, Inc. History Reduced 21,545 1,496 0.66% 0.69% 383 -99 -0.46% Q4 2025 Jan 27, 2026
Quad-Cities Investment Group, LLC History Added to 21,219 1,474 0.61% 0.6% 384 +157 0.75% Q4 2025 Jan 14, 2026
Continuum Advisory, LLC History Added to 20,817 1,446 0.14% 0.09% 385 +7,463 55.89% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 20,650 1,434 0.01% 0.01% 386 +2,043 10.98% Q4 2025 Feb 13, 2026
NOVEM GROUP History Added to 20,643 1,434 0.16% 0.15% 387 +1,114 5.7% Q4 2025 Jan 27, 2026
Apollon Wealth Management, LLC History Added to 20,597 1,430 0.02% 0.02% 388 +1,816 9.67% Q4 2025 Jan 22, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 20,475 1,422 0.18% 0.15% 389 +3,760 22.49% Q4 2025 Jan 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 20,081 1,395 0.1% 0.09% 390 +125 0.63% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 19,840 1,378 0.0% — 391 +19,840 New Q4 2025 Feb 10, 2026
Walker Asset Management, LLC History No change 19,500 1,354 0.73% 0.73% 392 0 0.0% Q4 2025 Jan 16, 2026
Rubicon Advisors, GP History New 19,447 1,350 1.25% — 393 +19,447 New Q4 2025 Mar 09, 2026
LYNCH & ASSOCIATES/IN History Added to 19,265 1,338 0.25% 0.24% 394 +981 5.37% Q4 2025 Jan 07, 2026
Kaydan Wealth Management, Inc. History Added to 19,152 1,330 0.38% 0.36% 395 +275 1.46% Q4 2025 Jan 12, 2026
Advisor Resource Council History Reduced 19,078 1,325 0.47% 1.8% 396 -770 -3.88% Q4 2025 Feb 10, 2026
TFB Advisors LLC History Reduced 19,073 1,325 0.37% 0.37% 397 -23 -0.12% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Added to 18,645 1,295 0.3% 0.28% 398 +703 3.92% Q4 2025 Feb 17, 2026
OPINICUS CAPITAL, INC. History Added to 18,602 1,292 0.9% 0.85% 399 +449 2.47% Q4 2025 Feb 04, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 18,555 1,289 0.59% 0.59% 400 -200 -1.07% Q4 2025 Jan 14, 2026
Prosperity Consulting Group, LLC History Added to 18,505 1,285 0.06% 0.06% 401 +1,570 9.27% Q4 2025 Feb 17, 2026
Boyer Financial Services, Inc. History New 18,032 1,264 1.34% — 402 +18,032 New Q4 2025 Jan 30, 2026
Elevated Capital Advisors, LLC History Reduced 18,159 1,261 0.29% 0.32% 403 -861 -4.53% Q4 2025 Jan 27, 2026
Root Financial Partners, LLC History Reduced 17,950 1,246 0.06% 0.1% 404 -6,339 -26.1% Q4 2025 Feb 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 17,910 1,244 0.44% 0.44% 405 +51 0.29% Q4 2025 Feb 06, 2026
Keating Financial Advisory Services, Inc. History New 17,773 1,234 0.17% — 406 +17,773 New Q4 2025 Feb 09, 2026
FLOW TRADERS U.S. LLC History New 17,711 1,230 0.04% — 407 +17,711 New Q4 2025 Feb 13, 2026
San Luis Wealth Advisors LLC History Added to 17,643 1,225 0.21% 0.21% 408 +311 1.79% Q4 2025 Jan 26, 2026
Moment Partners, LLC History Reduced 17,591 1,222 0.25% 0.21% 409 -22 -0.12% Q4 2025 Feb 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 17,410 1,209 0.38% 0.4% 410 -460 -2.57% Q4 2025 Feb 03, 2026
Valeo Financial Advisors, LLC History No change 17,161 1,192 0.03% 0.03% 411 0 0.0% Q4 2025 Feb 04, 2026
Skyview Financial Group LLC History New 17,134 1,190 1.23% — 412 +17,134 New Q4 2025 Feb 18, 2026
Herold Advisors, Inc. History Reduced 16,917 1,175 0.26% 0.28% 413 -1,305 -7.16% Q4 2025 Feb 17, 2026
PMG Wealth Management, Inc. History No change 16,763 1,164 0.85% 0.85% 414 0 0.0% Q4 2025 Jan 23, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 16,707 1,160 0.13% 0.13% 415 +379 2.32% Q4 2025 Feb 18, 2026
Park Square Financial Group, LLC History Reduced 19,180 1,134 6.73% 5.7% 416 -464 -2.36% Q4 2025 Feb 05, 2026
Synergy Investment Management, LLC History Added to 16,261 1,129 0.4% 0.3% 417 +4,708 40.75% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Added to 15,563 1,124 0.04% 0.04% 418 +129 0.84% Q4 2025 Jan 27, 2026
CIBC WORLD MARKET INC. History No change 16,147 1,121 0.0% 0.0% 419 0 0.0% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History New 15,886 1,103 0.06% — 420 +15,886 New Q4 2025 Mar 04, 2026
Clear Creek Financial Management, LLC History Added to 15,864 1,102 0.09% 0.08% 421 +2,771 21.16% Q4 2025 Jan 23, 2026
WPG Advisers, LLC History Added to 15,859 1,101 0.82% 0.05% 423 +14,963 1669.98% Q4 2025 Jan 28, 2026
Beck Bode, LLC History Reduced 15,854 1,101 0.18% 0.18% 422 -1,083 -6.39% Q4 2025 Feb 09, 2026
Comprehensive Financial Consultants Institutional, Inc. History Added to 15,736 1,093 0.33% 0.31% 425 +830 5.57% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Added to 15,239 1,093 0.03% 0.03% 424 +603 4.12% Q4 2025 Jan 28, 2026
Tranquility Partners, LLC History Reduced 15,658 1,087 0.39% 0.39% 426 -1,360 -7.99% Q4 2025 Feb 03, 2026
Wills Financial Group LLC History Added to 15,632 1,085 0.41% 0.29% 427 +4,938 46.18% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History No change 15,606 1,084 0.01% 0.01% 428 0 0.0% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 15,040 1,045 0.03% 0.03% 429 -900 -5.65% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 15,000 1,042 0.0% 0.0% 430 -16,173 -51.88% Q4 2025 Feb 17, 2026
LEIGH BALDWIN & CO., LLC History Reduced 14,838 1,031 0.68% 2.21% 431 -43,541 -74.58% Q4 2025 Feb 12, 2026
Owen LaRue, LLC History Added to 14,832 1,030 0.39% 0.33% 432 +2,353 18.86% Q4 2025 Feb 05, 2026
Kapstone Financial Advisors LLC History Added to 14,635 1,016 0.51% 0.46% 433 +44 0.3% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,599 1,014 0.05% 0.02% 434 +6,965 91.24% Q4 2025 Feb 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 14,566 1,011 0.55% 0.55% 435 0 0.0% Q4 2025 Feb 05, 2026
Signal Advisors Wealth, LLC History Added to 14,544 1,010 0.08% 0.09% 436 +524 3.74% Q4 2025 Jan 13, 2026
Waterfront Wealth Inc. History Reduced 13,900 1,001 0.19% 0.19% 437 -267 -1.88% Q4 2025 Jan 27, 2026
Keystone Financial Services, LLC History Reduced 14,376 998 0.68% 0.69% 438 -312 -2.12% Q4 2025 Jan 27, 2026
Pacific Excel Wealth Advisors, Inc. History New 14,222 988 1.87% — 439 +14,222 New Q4 2025 Feb 18, 2026
Trueblood Wealth Management, LLC History Reduced 14,144 982 0.38% 0.37% 440 -10 -0.07% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Reduced 13,960 969 0.15% 0.15% 441 -132 -0.94% Q4 2025 Jan 08, 2026
Main Street Group, LTD History Reduced 13,832 960 0.33% 0.31% 442 -1,826 -11.66% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Reduced 13,805 959 0.06% 0.05% 443 -350 -2.47% Q4 2025 Feb 17, 2026
1776 Wealth LLC History Added to 13,726 953 0.36% 0.14% 444 +8,245 150.43% Q4 2025 Feb 11, 2026
Sequent Asset Management, LLC History No change 13,656 949 0.42% 0.44% 445 0 0.0% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 13,628 946 0.0% 0.0% 446 +19 0.14% Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Added to 12,916 943 0.02% 0.02% 447 +359 2.86% Q4 2025 Feb 09, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 13,543 940 0.05% 0.06% 448 -650 -4.58% Q4 2025 Feb 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,510 938 0.01% 0.01% 449 -289 -2.09% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 13,271 921 0.02% 0.02% 450 -396 -2.9% Q4 2025 Feb 18, 2026
Wealth Watch Advisors, INC History Added to 12,956 900 0.33% 0.21% 451 +5,216 67.39% Q4 2025 Feb 17, 2026
Hidden Cove Wealth Management, LLC History Reduced 12,829 891 0.58% 0.67% 452 -2,222 -14.76% Q4 2025 Feb 02, 2026
Confluence Wealth Services, Inc. History Added to 12,696 881 0.04% 0.04% 453 +58 0.46% Q4 2025 Jan 28, 2026
Prepared Retirement Institute LLC History Added to 12,652 878 0.44% 0.44% 454 +22 0.17% Q4 2025 Jan 29, 2026
NBT BANK N A /NY History Added to 139 860 0.06% 0.05% 455 +5 3.73% Q4 2025 Jan 23, 2026
Element Wealth, LLC History Added to 12,356 858 0.35% 0.28% 456 +2,722 28.25% Q4 2025 Feb 13, 2026
Onyx Bridge Wealth Group LLC History Reduced 12,244 850 0.09% 0.09% 457 -24 -0.2% Q4 2025 Feb 18, 2026
BREAKTHRU ADVISORY SERVICES, LLC History Added to 12,174 845 0.54% 0.51% 458 +624 5.4% Q4 2025 Jan 12, 2026
Sowell Financial Services LLC History Added to 12,160 844 0.03% 0.03% 459 +1,304 12.01% Q4 2025 Jan 21, 2026
Moors & Cabot, Inc. History Added to 11,934 829 0.04% 0.03% 460 +2,129 21.71% Q4 2025 Feb 10, 2026
Michels Family Financial, LLC History Added to 11,934 829 0.61% 0.51% 461 +2,120 21.6% Q4 2025 Feb 19, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 11,620 828 0.19% 0.2% 462 +1 0.01% Q4 2025 Feb 04, 2026
LOWE BROCKENBROUGH & CO INC History Added to 11,900 826 0.04% 0.02% 463 +6,450 118.35% Q4 2025 Feb 11, 2026
STRATEGY ASSET MANAGERS LLC History Added to 11,617 807 0.13% 0.07% 464 +5,917 103.81% Q4 2025 Feb 11, 2026
Keystone Wealth Services, LLC History Added to 11,396 791 0.17% 0.16% 465 +179 1.6% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 11,176 776 0.01% 0.01% 466 +2,411 27.51% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 11,004 774 0.01% 0.01% 467 -131 -1.18% Q4 2025 Jan 23, 2026
Stonebridge Financial Group, LLC History Added to 11,116 772 0.07% 0.06% 468 +957 9.42% Q4 2025 Jan 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 11,024 765 0.01% 0.02% 469 -1,326 -10.74% Q4 2025 Jan 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 10,884 756 0.01% 0.01% 470 +3,402 45.47% Q4 2025 Jan 30, 2026
Second Half Financial Partners, LLC History New 10,787 749 0.33% — 471 +10,787 New Q4 2025 Jan 26, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 10,690 742 0.01% — 472 +10,690 New Q4 2025 Jan 22, 2026
XML Financial, LLC History No change 10,525 731 0.06% 0.06% 473 0 0.0% Q4 2025 Feb 11, 2026
Visionary Wealth Advisors History Reduced 10,479 727 0.03% 0.04% 474 -1,109 -9.57% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 10,182 707 0.0% 0.0% 475 +365 3.72% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 9,993 694 0.01% 0.01% 476 +425 4.44% Q4 2025 Feb 09, 2026
DB&C Advisors, LLC History New 9,679 672 0.84% — 478 +9,679 New Q4 2025 Feb 11, 2026
Maia Wealth LLC History Reduced 9,432 672 0.11% 0.12% 477 -1,056 -10.07% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Added to 9,513 660 0.04% 0.04% 479 +64 0.68% Q4 2025 Jan 30, 2026
Atlas Private Wealth Advisors History Added to 9,350 649 0.15% 0.15% 480 +52 0.56% Q4 2025 Feb 05, 2026
Nova Wealth Management, Inc. History Reduced 9,304 646 0.44% 0.47% 481 -550 -5.58% Q4 2025 Jan 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 9,268 643 0.08% 0.08% 482 -142 -1.51% Q4 2025 Jan 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 9,045 628 0.0% — 483 +9,045 New Q4 2025 Feb 05, 2026
Allie Family Office LLC History No change 9,015 626 0.29% 0.29% 484 0 0.0% Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 9,010 625 0.32% 0.34% 485 -4,475 -33.19% Q4 2025 Feb 18, 2026
Greenwich Wealth Management LLC History No change 8,890 618 0.03% 0.03% 486 0 0.0% Q4 2025 Feb 10, 2026
MASECO LLP History No change 8,858 615 0.03% 0.03% 487 0 0.0% Q4 2025 Jan 22, 2026
NWAM LLC History Added to 8,349 603 0.03% 0.03% 488 +685 8.94% Q4 2025 Feb 04, 2026
Alliance Wealth Advisors, LLC History Added to 8,648 600 0.26% 0.24% 489 +640 7.99% Q4 2025 Jan 14, 2026
Prime Capital Investment Advisors, LLC History Added to 8,387 582 0.01% 0.01% 490 +1,067 14.58% Q4 2025 Jan 21, 2026
GENTRY PRIVATE WEALTH, LLC History Added to 8,370 581 0.37% 0.17% 491 +4,641 124.46% Q4 2025 Jan 28, 2026
PUFF WEALTH MANAGEMENT, LLC History Reduced 8,089 567 0.73% 0.88% 492 -564 -6.52% Q4 2025 Jan 07, 2026
Lighthouse Wealth Management Inc. History Added to 8,055 559 0.38% 0.27% 493 +3,176 65.1% Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 8,039 558 0.03% 0.02% 494 +857 11.93% Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 7,990 555 0.17% 0.21% 495 -1,147 -12.55% Q4 2025 Jan 07, 2026
GeoWealth Management, LLC History Reduced 7,975 554 0.02% 0.02% 496 -1,261 -13.65% Q4 2025 Feb 17, 2026
Independent Wealth Network Inc. History Added to 7,923 550 0.17% 0.16% 497 +589 8.03% Q4 2025 Jan 26, 2026
Retirement Planning Group, LLC History Reduced 7,875 547 0.02% 0.02% 498 -247 -3.04% Q4 2025 Feb 03, 2026
Exit Wealth Advisors, LLC. History Added to 7,843 544 0.32% 0.33% 499 +568 7.81% Q4 2025 Feb 10, 2026
Balance Wealth, LLC History Added to 7,746 538 0.17% 0.12% 500 +235 3.13% Q4 2025 Jan 21, 2026
Robertson Stephens Wealth Management, LLC History Reduced 7,737 537 0.01% 0.02% 501 -125 -1.59% Q4 2025 Feb 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 7,695 534 0.03% 0.02% 502 +3,499 83.39% Q4 2025 Jan 20, 2026
Cyndeo Wealth Partners, LLC History Reduced 7,673 533 0.03% 0.03% 503 -329 -4.11% Q4 2025 Jan 07, 2026
Millstone Evans Group, LLC History No change 7,604 528 0.31% 0.32% 504 0 0.0% Q4 2025 Feb 02, 2026
Northwest Financial Advisors History Reduced 7,485 519 1.07% 1.87% 505 -14,124 -65.36% Q4 2025 Jan 26, 2026
WealthPLAN Partners, LLC History Added to 7,354 510 0.08% 0.07% 506 +620 9.21% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History New 7,255 504 0.0% — 507 +7,255 New Q4 2025 Mar 25, 2026
FIRST HORIZON CORP History Added to 7,205 500 0.02% 0.0% 508 +6,831 1826.47% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Reduced 7,153 496 0.02% 0.03% 509 -74 -1.02% Q4 2025 Jan 26, 2026
Red Door Wealth Management, LLC History No change 7,046 489 0.05% 0.05% 510 0 0.0% Q4 2025 Jan 20, 2026
Integrated Advisors Network LLC History Reduced 7,025 488 0.02% 0.02% 511 -335 -4.55% Q4 2025 Feb 17, 2026
Castle Rock Wealth Management, LLC History Added to 6,570 471 0.1% 0.09% 512 +211 3.32% Q4 2025 Feb 05, 2026
Brookwood Investment Group LLC History Added to 6,747 468 0.06% 0.03% 513 +3,021 81.08% Q4 2025 Jan 22, 2026
Aspire Capital Advisors LLC History Added to 6,734 467 0.11% 0.11% 514 +217 3.33% Q4 2025 Jan 16, 2026
Adelphi Trust Co History New 6,716 466 0.38% — 516 +6,716 New Q4 2025 Jan 26, 2026
Castleview Partners, LLC History Added to 6,709 466 0.23% 0.23% 515 +307 4.8% Q4 2025 Jan 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 6,641 461 0.15% 0.09% 517 +2,877 76.43% Q4 2025 Feb 10, 2026
MBE Wealth Management, LLC History Added to 6,619 459 0.19% 0.15% 518 +1,610 32.14% Q4 2025 Jan 21, 2026
Delta Investment Management, LLC History Added to 6,597 458 0.08% 0.08% 519 +18 0.27% Q4 2025 Jan 30, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 6,539 454 0.07% 0.07% 520 0 0.0% Q4 2025 Jan 14, 2026
Dynamic Advisor Solutions LLC History Added to 6,529 453 0.01% 0.01% 521 +299 4.8% Q4 2025 Jan 09, 2026
Elevated Financial Group LLC History New 6,438 447 0.15% — 522 +6,438 New Q4 2025 Jan 29, 2026
FWG Holdings, LLC History No change 6,520 442 0.17% 0.19% 523 0 0.0% Q4 2025 Feb 02, 2026
Summit Financial Wealth Advisors, LLC History New 6,299 437 0.06% — 524 +6,299 New Q4 2025 Jan 27, 2026
Paragon Private Wealth Management, LLC History Reduced 6,284 436 0.13% 0.17% 525 -1,301 -17.15% Q4 2025 Feb 11, 2026
Laraway Financial Advisors Inc History Added to 6,224 432 0.28% 0.28% 526 +133 2.18% Q4 2025 Feb 13, 2026
Clark Capital Management Group, Inc. History Reduced 6,174 428 0.0% 0.0% 527 -890 -12.6% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 6,127 425 0.0% 0.0% 529 -2,735 -30.86% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History No change 6,120 425 0.02% 0.02% 528 0 0.0% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Added to 6,106 424 0.01% 0.01% 530 +751 14.02% Q4 2025 Feb 04, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 6,107 424 0.35% 0.42% 531 0 0.0% Q4 2025 Feb 10, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 6,100 423 0.2% 0.2% 532 -30 -0.49% Q4 2025 Feb 05, 2026
Hofer & Associates. Inc History Added to 6,074 421 0.22% 0.22% 533 +297 5.14% Q4 2025 Jan 15, 2026
Sovran Advisors, LLC History Reduced 5,783 420 0.04% 0.03% 534 -67 -1.15% Q4 2025 Jan 20, 2026
Realta Investment Advisors History Added to 6,028 418 0.14% 0.14% 535 +7 0.12% Q4 2025 Jan 20, 2026
BIP Wealth, LLC History New 5,963 414 0.01% — 536 +5,963 New Q4 2025 Jan 21, 2026
Garden State Investment Advisory Services LLC History Reduced 5,970 414 0.09% 0.11% 537 -1,525 -20.35% Q4 2025 Feb 17, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 5,874 408 0.02% 0.02% 538 -46 -0.78% Q4 2025 Jan 22, 2026
Facet Wealth, Inc. History New 5,601 407 0.01% — 539 +5,601 New Q4 2025 Jan 29, 2026
Zullo Investment Group, Inc. History Reduced 5,842 405 0.15% 0.15% 540 -28 -0.48% Q4 2025 Jan 26, 2026
Golden State Equity Partners History Reduced 5,812 403 0.07% 0.07% 541 -43 -0.73% Q4 2025 Jan 29, 2026
KERR FINANCIAL PLANNING Corp History Added to 5,501 394 0.53% 0.21% 542 +3,301 150.05% Q4 2025 Feb 10, 2026
WealthTrust Asset Management, LLC History Reduced 5,642 391 0.27% 0.32% 543 -1,264 -18.3% Q4 2025 Feb 04, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 5,553 385 0.08% 0.12% 545 +125 2.3% Q4 2025 Feb 12, 2026
Old Port Advisors History No change 5,549 385 0.09% 0.09% 544 0 0.0% Q4 2025 Jan 08, 2026
SHP Wealth Management History New 5,474 380 0.03% — 547 +5,474 New Q4 2025 Mar 04, 2026
Acorn Wealth Advisors, LLC History Added to 5,481 380 0.11% 0.11% 546 +197 3.73% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History No change 5,479 380 0.02% 0.02% 548 0 0.0% Q4 2025 Jan 05, 2026
Advisors Capital Management, LLC History New 5,422 376 0.0% — 549 +5,422 New Q4 2025 Jan 29, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 5,380 373 0.21% 0.22% 550 -20 -0.37% Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History Added to 5,316 369 0.11% 0.08% 551 +1,040 24.32% Q4 2025 Jan 22, 2026
Warner Group LLC History New 5,072 352 0.22% — 552 +5,072 New Q4 2025 Feb 06, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 11,000 349 0.08% 0.07% 553 +6,610 150.57% Q4 2025 Feb 12, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 5,015 348 0.04% 0.03% 554 +712 16.55% Q4 2025 Feb 17, 2026
Founders Financial Alliance, LLC History Reduced 5,013 348 0.07% 0.07% 555 -592 -10.56% Q4 2025 Feb 12, 2026
QTR Family Wealth, LLC History Reduced 4,725 343 0.15% 0.16% 556 -234 -4.72% Q4 2025 Feb 13, 2026
CPC Advisors, LLC History No change 4,918 341 0.03% 0.03% 557 0 0.0% Q4 2025 Jan 28, 2026
Goldstein Advisors, LLC History Reduced 4,878 338 0.04% 0.04% 558 -37 -0.75% Q4 2025 Feb 10, 2026
Xcel Wealth Management, LLC History No change 4,845 336 0.09% 0.08% 559 0 0.0% Q4 2025 Jan 26, 2026
Alta Wealth Advisors LLC History No change 4,848 336 0.11% 0.12% 560 0 0.0% Q4 2025 Feb 03, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 4,612 334 0.13% 1.12% 561 -33,270 -87.83% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 4,781 332 0.0% 0.0% 563 -465 -8.86% Q4 2025 Feb 02, 2026
Register Financial Advisors LLC History Added to 4,793 332 0.13% 0.13% 562 +2 0.04% Q4 2025 Jan 21, 2026
GREAT LAKES ADVISORS, LLC History No change 4,698 326 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 12, 2026
Kraft, Davis & Associates, LLC History No change 4,495 323 0.07% 0.07% 565 0 0.0% Q4 2025 Jan 14, 2026
Global View Capital Management LLC History Added to 4,640 322 0.06% 0.06% 566 +634 15.83% Q4 2025 Jan 14, 2026
CITADEL ADVISORS LLC History Reduced 4,631 321 0.0% 0.0% 568 -3,307 -41.66% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History No change 4,628 321 0.0% 0.0% 567 0 0.0% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 4,555 316 0.0% — 569 +4,555 New Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History New 4,550 316 0.01% — 570 +4,550 New Q4 2025 Feb 13, 2026
Kestra Investment Management, LLC History Added to 4,563 316 0.01% 0.01% 571 +418 10.08% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Reduced 4,520 314 0.0% 0.0% 572 -1,997 -30.64% Q4 2025 Feb 09, 2026
Capital Square, LLC History Added to 4,503 312 0.16% 0.15% 573 +2 0.04% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 4,452 309 0.07% 0.07% 574 +8 0.18% Q4 2025 Feb 06, 2026
Principle Wealth Partners LLC History Reduced 4,441 308 0.02% 0.02% 575 -113 -2.48% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK OF OMAHA History New 4,400 305 0.01% — 576 +4,400 New Q4 2025 Feb 13, 2026
Whelan Financial History New 4,400 305 0.1% — 577 +4,400 New Q4 2025 Feb 02, 2026
Strategies Wealth Advisors, LLC History Reduced 4,333 301 0.03% 0.03% 579 -116 -2.61% Q4 2025 Feb 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 4,302 301 0.18% 0.17% 578 -57 -1.31% Q4 2025 Jan 06, 2026
Three Magnolias Financial Advisors, LLC History No change 4,285 297 0.18% 0.18% 580 0 0.0% Q4 2025 Jan 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 4,267 296 0.0% — 581 +4,267 New Q4 2025 Feb 11, 2026
OakTrust Wealth Advisors, LLC History New 4,190 291 0.27% — 582 +4,190 New Q4 2025 Feb 27, 2026
BankPlus Trust Department History No change 4,183 290 0.08% 0.08% 583 0 0.0% Q4 2025 Jan 27, 2026
Trexquant Investment LP History Reduced 4,140 287 0.0% 0.0% 584 -316 -7.09% Q4 2025 Feb 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 4,136 287 0.08% 0.09% 586 +2 0.05% Q4 2025 Feb 10, 2026
Fee-Only Financial Planning, L.C. History No change 4,135 287 0.17% 0.16% 585 0 0.0% Q4 2025 Jan 26, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 4,128 286 0.08% 0.08% 587 +206 5.25% Q4 2025 Feb 05, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 4,112 285 0.12% 0.13% 588 +1 0.02% Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History No change 4,107 285 0.18% 0.18% 589 0 0.0% Q4 2025 Feb 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,003 278 0.01% 0.01% 590 0 0.0% Q4 2025 Feb 11, 2026
MEMBERS WEALTH LLC History Reduced 3,837 277 0.17% 0.17% 591 -263 -6.41% Q4 2025 Jan 28, 2026
Cresta Advisors, Ltd. History Added to 3,955 274 0.11% 0.11% 592 +255 6.89% Q4 2025 Feb 03, 2026
Formidable Asset Management, LLC History No change 4,037 271 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 16, 2026
Klingman & Associates, LLC History No change 3,849 267 0.01% 0.01% 594 0 0.0% Q4 2025 Jan 29, 2026
Clear Point Advisors Inc. History Added to 3,832 266 0.21% 0.16% 595 +731 23.57% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History No change 3,817 265 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 13, 2026
Impact Partnership Wealth, LLC History Added to 3,804 264 0.03% 0.03% 597 +415 12.25% Q4 2025 Feb 10, 2026
Avantra Family Wealth, Inc. History Added to 3,774 262 0.19% 0.18% 598 +109 2.97% Q4 2025 Jan 21, 2026
Selby Wealth Management, LLC History New 3,770 261 0.11% — 601 +3,770 New Q4 2025 Feb 13, 2026
Quadcap Wealth Management, LLC History New 3,760 261 0.03% — 600 +3,760 New Q4 2025 Jan 29, 2026
STRATEGIC PLANNING GROUP, LLC History Added to 3,757 261 0.03% 0.03% 599 +7 0.19% Q4 2025 Feb 04, 2026
GoalVest Advisory LLC History New 3,729 259 0.05% — 602 +3,729 New Q4 2025 Jan 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3,703 257 0.2% — 604 +3,703 New Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 3,700 257 0.04% 0.04% 603 0 0.0% Q4 2025 Jan 23, 2026
Lido Advisors, LLC History Added to 3,798 256 0.0% 0.0% 605 +519 15.83% Q4 2025 Feb 10, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 3,673 255 0.1% 0.08% 606 -418 -10.22% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History No change 3,665 254 0.02% 0.02% 607 0 0.0% Q4 2025 Jan 26, 2026
Sensible Money, LLC History No change 3,665 254 0.08% 0.08% 608 0 0.0% Q4 2025 Feb 09, 2026
POWER WEALTH MANAGEMENT LLC History Added to 3,574 248 0.09% 0.09% 611 +24 0.68% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 3,579 248 0.01% 0.01% 610 +18 0.51% Q4 2025 Feb 19, 2026
Bedel Financial Consulting, Inc. History No change 3,575 248 0.03% 0.03% 609 0 0.0% Q4 2025 Jan 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,556 247 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 16, 2026
SkyOak Wealth, LLC History Reduced 3,541 245 0.04% 0.05% 613 -196 -5.24% Q4 2025 Feb 05, 2026
MATAURO, LLC History Added to 3,523 244 0.04% 0.04% 614 +10 0.28% Q4 2025 Jan 16, 2026
Prosperity Financial Group, Inc. History New 3,433 238 0.09% — 615 +3,433 New Q4 2025 Jan 26, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 3,394 235 0.05% — 616 +3,394 New Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 3,390 235 0.07% 0.06% 617 +534 18.7% Q4 2025 Feb 12, 2026
Dash Acquisitions Inc. History No change 3,199 229 0.05% 0.04% 618 0 0.0% Q4 2025 Feb 05, 2026
Headland Capital, LLC History New 3,274 227 0.06% — 619 +3,274 New Q4 2025 Jan 28, 2026
Keebeck Wealth Management History No change 3,250 225 0.03% 0.03% 620 0 0.0% Q4 2025 Feb 17, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 3,099 224 0.02% 0.02% 621 +90 2.99% Q4 2025 Feb 13, 2026
ADVISORTRUST PARTNERS, LLC History New 3,214 223 0.1% — 623 +3,214 New Q4 2025 Mar 10, 2026
McIlrath & Eck, LLC History Added to 3,215 223 0.02% 0.0% 622 +2,958 1150.97% Q4 2025 Feb 03, 2026
J. Derek Lewis & Associates Inc. History New 3,181 220 0.05% — 625 +3,181 New Q4 2025 Mar 23, 2026
Prospect Financial Services LLC History New 3,171 220 0.13% — 624 +3,171 New Q4 2025 Feb 06, 2026
KENNEDY INVESTMENT GROUP History Reduced 3,153 219 0.08% 0.09% 626 -394 -11.11% Q4 2025 Feb 06, 2026
Aprio Wealth Management, LLC History New 3,097 215 0.01% — 627 +3,097 New Q4 2025 Jan 29, 2026
Faithward Advisors, LLC History Reduced 3,072 213 0.03% 0.03% 628 -198 -6.06% Q4 2025 Feb 17, 2026
TRUE Private Wealth Advisors History Reduced 3,065 212 0.02% 0.05% 629 -3,842 -55.62% Q4 2025 Feb 13, 2026
Basepoint Wealth LLC History Added to 3,051 211 0.13% 0.14% 631 +8 0.26% Q4 2025 Feb 10, 2026
Novak & Powell Financial Services, Inc. History No change 3,050 211 0.11% 0.11% 630 0 0.0% Q4 2025 Feb 10, 2026
Crewe Advisors LLC History Added to 3,021 209 0.02% 0.02% 632 +1 0.03% Q4 2025 Jan 16, 2026
CacheTech Inc. History New 2,973 206 0.04% — 633 +2,973 New Q4 2025 Feb 18, 2026
ELEMENT POINTE ADVISORS, LLC History New 2,963 205 0.04% — 634 +2,963 New Q4 2025 Feb 13, 2026
VIAWEALTH, LLC History New 2,938 204 0.11% — 635 +2,938 New Q4 2025 Feb 10, 2026
Prosperity Wealth Management, Inc. History New 2,927 203 0.07% — 636 +2,927 New Q4 2025 Mar 27, 2026
RiverTree Advisors, LLC History New 2,896 201 0.13% — 637 +2,896 New Q4 2025 Jan 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,869 199 0.0% 0.0% 638 -148 -4.91% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 2,444 177 0.01% 0.0% 639 +2,034 496.1% Q4 2025 Jan 21, 2026
Parkside Financial Bank & Trust History No change 2,494 173 0.01% 0.01% 640 0 0.0% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Reduced 2,383 166 0.01% 0.01% 641 -417 -14.89% Q4 2025 Feb 09, 2026
IMA Advisory Services, Inc. History Added to 2,324 161 0.02% 0.01% 642 +300 14.82% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Reduced 2,296 159 0.01% 0.01% 643 -1,679 -42.24% Q4 2025 Jan 13, 2026
Coston, McIsaac & Partners History Added to 2,286 158 0.04% 0.04% 644 +1 0.04% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Added to 2,166 150 0.0% — 645 +2,156 21560.0% Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Reduced 2,120 147 0.0% 0.0% 646 -94 -4.25% Q4 2025 Feb 02, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,130 147 0.02% 0.02% 647 0 0.0% Q4 2025 Feb 09, 2026
BAYBAN History New 2,000 138 0.12% — 648 +2,000 New Q4 2025 Mar 05, 2026
MidAtlantic Capital Management, Inc. History New 1,945 135 0.09% — 649 +1,945 New Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 1,921 133 0.0% 0.0% 650 +861 81.23% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 1,683 116 0.06% — 651 +1,683 New Q4 2025 Feb 17, 2026
IAG Wealth Partners, LLC History No change 1,600 111 0.01% 0.01% 652 0 0.0% Q4 2025 Feb 10, 2026
Key FInancial Inc History Added to 1,457 101 0.02% 0.01% 653 +603 70.61% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History New 1,431 99 0.04% — 654 +1,431 New Q4 2025 Jan 22, 2026
Newbridge Financial Services Group, Inc. History Reduced 1,386 96 0.01% 0.04% 655 -2,175 -61.08% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,362 94 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 12, 2026
BOKF, NA History No change 1,294 89 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,272 88 0.0% — 658 +1,272 New Q4 2025 Feb 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,258 87 0.0% 0.0% 659 0 0.0% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History Added to 1,244 86 0.0% 0.0% 660 +1 0.08% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,237 85 0.0% 0.0% 661 +625 102.12% Q4 2025 Feb 10, 2026
CX Institutional History Added to 1,148 80 0.0% 0.0% 662 +331 40.51% Q4 2025 Feb 02, 2026
Holos Integrated Wealth LLC History No change 1,076 75 0.04% 0.04% 663 0 0.0% Q4 2025 Jan 05, 2026
MCF Advisors LLC History No change 1,037 72 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 11, 2026
City State Bank History New 950 65 0.02% — 665 +950 New Q4 2025 Jan 28, 2026
Wiser Advisor Group LLC History Added to 920 63 0.07% 0.08% 666 +2 0.22% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 895 62 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 07, 2026
WealthShield Partners, LLC History No change 724 50 0.01% 0.01% 668 0 0.0% Q4 2025 Feb 03, 2026
WOLFF WIESE MAGANA LLC History New 715 49 0.03% — 669 +715 New Q4 2025 Jan 14, 2026
Greenline Wealth Management LLC History New 668 46 0.05% — 672 +668 New Q4 2025 Feb 13, 2026
Raleigh Capital Management Inc. History Added to 669 46 0.02% 0.02% 670 +20 3.08% Q4 2025 Jan 21, 2026
Atlantic Edge Private Wealth Management, LLC History No change 674 46 0.01% 0.01% 671 0 0.0% Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History Added to 652 45 0.0% 0.0% 673 +238 57.49% Q4 2025 Feb 06, 2026
Quest 10 Wealth Builders, Inc. History No change 657 45 0.04% 0.04% 674 0 0.0% Q4 2025 Jan 29, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 654 45 0.03% 0.03% 675 0 0.0% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 628 43 0.04% — 676 +628 New Q4 2025 Feb 12, 2026
Collier Financial History Added to 604 42 0.03% 0.03% 677 +1 0.17% Q4 2025 Feb 12, 2026
REAP Financial Group, LLC History New 600 41 0.01% — 680 +600 New Q4 2025 Feb 10, 2026
Johnson Financial Group, Inc. History Added to 600 41 0.0% 0.0% 679 +513 589.66% Q4 2025 Feb 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 567 41 0.03% 0.03% 678 0 0.0% Q4 2025 Feb 13, 2026
Eagle Bay Advisors LLC History New 587 40 0.03% — 681 +587 New Q4 2025 Jan 23, 2026
INVESTMENT COUNSEL CO OF NEVADA History New 581 40 0.09% — 682 +581 New Q4 2025 Feb 13, 2026
Quaker Wealth Management, LLC History Added to 571 39 0.01% 0.01% 683 +1 0.18% Q4 2025 Jan 28, 2026
Archer Investment Corp History Added to 553 38 0.01% 0.01% 684 +2 0.36% Q4 2025 Jan 30, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 530 36 0.01% — 685 +530 New Q4 2025 Feb 17, 2026
Lloyd Advisory Services, LLC. History New 522 36 0.01% — 686 +522 New Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History No change 500 34 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Reduced 482 33 0.0% 0.0% 688 -100 -17.18% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History No change 425 30 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 418 29 0.0% 0.0% 690 0 0.0% Q4 2025 Feb 03, 2026
United Community Bank History New 400 27 0.01% — 691 +400 New Q4 2025 Jan 30, 2026
TRUST CO OF VERMONT History New 382 26 0.0% — 692 +382 New Q4 2025 Jan 16, 2026
Financial Perspectives, Inc History New 375 26 0.01% — 694 +375 New Q4 2025 Jan 28, 2026
Anfield Capital Management, LLC History No change 375 26 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Added to 371 25 0.0% — 695 +370 37000.0% Q4 2025 Feb 09, 2026
EPG Wealth Management LLC History Added to 307 21 0.01% 0.0% 696 +30 10.83% Q4 2025 Jan 28, 2026
Compass Financial Services Inc History Reduced 291 20 0.01% 0.02% 699 -227 -43.82% Q4 2025 Feb 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 300 20 0.01% 0.01% 697 0 0.0% Q4 2025 Jan 27, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 300 20 0.01% 0.01% 698 0 0.0% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 279 19 0.0% 0.0% 700 +17 6.49% Q4 2025 Feb 03, 2026
Bare Financial Services, Inc History No change 279 19 0.01% 0.01% 701 0 0.0% Q4 2025 Feb 06, 2026
BFSG, LLC History New 260 18 0.0% — 702 +260 New Q4 2025 Jan 22, 2026
Versant Capital Management, Inc History No change 233 16 0.0% 0.0% 703 0 0.0% Q4 2025 Jan 08, 2026
VSM Wealth Advisory, LLC History No change 240 16 0.0% 0.0% 704 0 0.0% Q4 2025 Feb 06, 2026
Imprint Wealth LLC History No change 225 15 0.07% 0.05% 705 0 0.0% Q4 2025 Feb 17, 2026
Biltmore Family Office, LLC History No change 199 13 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 04, 2026
Caitlin John, LLC History No change 192 13 0.01% 0.01% 707 0 0.0% Q4 2025 Feb 18, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 182 12 0.01% — 710 +182 New Q4 2025 Mar 05, 2026
CENTRAL TRUST Co History Added to 174 12 0.0% 0.0% 708 +42 31.82% Q4 2025 Feb 02, 2026
Private Wealth Asset Management, LLC History Added to 176 12 0.0% 0.0% 709 +1 0.57% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 158 11 0.0% 0.0% 711 0 0.0% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History New 150 10 0.0% — 712 +150 New Q4 2025 Jan 15, 2026
FIRST COMMUNITY TRUST NA History New 134 9 0.01% — 713 +134 New Q4 2025 Jan 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 142 9 0.0% 0.0% 714 0 0.0% Q4 2025 Feb 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 121 8 0.0% — 715 +121 New Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History New 120 8 0.0% — 716 +120 New Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 106 7 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 17, 2026
LRI Investments, LLC History No change 107 7 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 04, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 98 6 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 23, 2026
Morse Asset Management, Inc History No change 100 6 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 03, 2026
Valued Wealth Advisors LLC History No change 94 6 0.0% 0.0% 721 0 0.0% Q4 2025 Jan 30, 2026
TOMPKINS FINANCIAL CORP History New 84 5 0.0% — 722 +84 New Q4 2025 Jan 08, 2026
SageView Advisory Group, LLC History New 84 5 0.0% — 723 +84 New Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 79 5 0.0% — 724 +79 New Q4 2025 Jan 22, 2026
Motiv8 Investments LLC History New 70 5 0.0% — 725 +70 New Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 83 5 0.0% 0.0% 726 0 0.0% Q4 2025 Jan 15, 2026
SIMPLEX TRADING, LLC History New 59 4 0.0% — 727 +59 New Q4 2025 Feb 11, 2026
AlphaCore Capital LLC History New 47 3 0.0% — 728 +47 New Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 42 2 0.0% 0.0% 731 -42 -50.0% Q4 2025 Jan 16, 2026
Advocate Investing Services LLC History New 42 2 0.0% — 733 +42 New Q4 2025 Feb 12, 2026
ALERUS FINANCIAL NA History Reduced 37 2 0.0% 0.0% 730 -37 -50.0% Q4 2025 Feb 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 40 2 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 30, 2026
Bernard Wealth Management Corp. History No change 42 2 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 15, 2026
FINANCIAL CONSULATE, INC History New 25 1 0.0% — 735 +25 New Q4 2025 Jan 22, 2026
Pinnacle Wealth Planning Services, Inc. History New 25 1 0.0% — 736 +25 New Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 20 1 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 14, 2026
Fourth Dimension Wealth, LLC History No change 18 1 0.0% 0.0% 737 0 0.0% Q4 2025 Feb 04, 2026
Private Advisory Group LLC History Closed out 0 0 — 0.74% — -133,214 -100.0% Q3 2025 Nov 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.8% — -94,699 -100.0% Q3 2025 Nov 12, 2025
WORLD EQUITY GROUP, INC. History Closed out 0 0 — 0.74% — -48,563 -100.0% Q3 2025 Oct 24, 2025
SteelPeak Wealth, LLC History Closed out 0 0 — 0.08% — -36,364 -100.0% Q3 2025 Oct 21, 2025
Retireful, LLC History Closed out 0 0 — 1.19% — -18,277 -100.0% Q3 2025 Oct 17, 2025
SPRENG CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 0.34% — -12,641 -100.0% Q3 2025 Oct 22, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -9,367 -100.0% Q3 2025 Nov 14, 2025
Navis Wealth Advisors, LLC History Closed out 0 0 — 0.27% — -5,460 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -4,562 -100.0% Q3 2025 Nov 10, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -4,026 -100.0% Q3 2025 Nov 14, 2025
ROCKLAND TRUST CO History Closed out 0 0 — 0.01% — -3,492 -100.0% Q3 2025 Nov 06, 2025
Eaton Financial Holdings Company, LLC History Closed out 0 0 — 0.07% — -3,468 -100.0% Q3 2025 Nov 17, 2025
GDS Wealth Management History Closed out 0 0 — 0.01% — -3,311 -100.0% Q3 2025 Oct 31, 2025
YHB Investment Advisors, Inc. History Closed out 0 0 — 0.02% — -3,230 -100.0% Q3 2025 Oct 08, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -3,215 -100.0% Q3 2025 Nov 10, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.04% — -2,762 -100.0% Q3 2025 Nov 14, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.03% — -2,108 -100.0% Q3 2025 Oct 21, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,277 -100.0% Q3 2025 Oct 07, 2025
Princeton Global Asset Management LLC History Closed out 0 0 — 0.01% — -896 -100.0% Q3 2025 Oct 09, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.02% — -709 -100.0% Q3 2025 Oct 27, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -623 -100.0% Q3 2025 Nov 06, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -466 -100.0% Q3 2025 Oct 21, 2025
Pillar Financial Advisors, LLC History Closed out 0 0 — 0.02% — -434 -100.0% Q3 2025 Nov 12, 2025
SIGNATUREFD, LLC History Reduced 3 0 — 0.0% — -164 -98.2% Q4 2025 Jan 20, 2026
BROWN, LISLE/CUMMINGS, INC. History Closed out 0 0 — 0.0% — -122 -100.0% Q3 2025 Oct 10, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.0% — -82 -100.0% Q3 2025 Oct 21, 2025
Bogart Wealth, LLC History No change 11 0 — — — 0 0.0% Q4 2025 Jan 30, 2026