iSHARES TRUST - SHV

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
BlackRock, Inc. History Reduced 17,948,712 1,977,050 0.03% 0.04% 1 -613,998 -3.31% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 5,973,525 657,983 0.04% 0.04% 2 -572 -0.01% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,949,956 545,237 0.1% 0.12% 3 -552,343 -10.04% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,104,994 342,015 0.02% 0.02% 4 -90,042 -2.82% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 3,063,342 337,427 0.09% 0.08% 5 +479,397 18.55% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 1,809,401 199,305 0.03% 0.04% 6 -345,462 -16.03% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,630,567 179,672 0.24% 0.25% 7 +126,707 8.43% Q4 2025 Jan 08, 2026
Wealthfront Advisers LLC History Reduced 1,617,465 178,163 0.4% 0.51% 8 -343,212 -17.5% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Added to 1,533,747 168,942 0.01% 0.01% 9 +25,148 1.67% Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Added to 1,416,321 156,007 9.48% 8.89% 10 +156,681 12.44% Q4 2025 Feb 18, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,389,589 153,063 0.05% 0.05% 11 +38,067 2.82% Q4 2025 Feb 18, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 1,331,705 147,012 1.02% 1.05% 12 +86,634 6.96% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,108,567 122,108 0.04% 0.03% 13 +79,900 7.77% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History Added to 1,013,393 111,625 6.09% 4.4% 14 +324,227 47.05% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 892,597 98,321 0.02% — 15 +892,597 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 873,059 96,167 0.09% 0.07% 16 +164,036 23.14% Q4 2025 Feb 13, 2026
Trust Co History Added to 765,704 84,342 7.91% 8.64% 17 +1,249 0.16% Q4 2025 Jan 15, 2026
Cetera Investment Advisers History Reduced 762,509 83,990 0.09% 0.11% 18 -105,919 -12.2% Q4 2025 Feb 17, 2026
Betterment LLC History Reduced 706,145 77,782 0.15% 0.17% 19 -75,692 -9.68% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 686,636 75,632 0.15% 0.16% 20 +12,683 1.88% Q4 2025 Jan 23, 2026
Townsend & Associates, Inc History Added to 624,339 68,852 6.14% 6.43% 21 +9,668 1.57% Q4 2025 Jan 26, 2026
AMERIPRISE FINANCIAL INC History Added to 587,530 64,848 0.01% 0.01% 22 +49,646 9.23% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 562,788 61,991 0.08% 0.08% 23 -778 -0.14% Q4 2025 Feb 02, 2026
Cynosure Group, LLC History Reduced 558,429 61,510 6.26% 6.71% 24 -453 -0.08% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 528,070 58,167 0.1% 0.1% 25 +56,247 11.92% Q4 2025 Mar 16, 2026
Ausdal Financial Partners, Inc. History Added to 523,880 57,705 2.68% 2.4% 26 +75,628 16.87% Q4 2025 Feb 13, 2026
Hansen & Associates Financial Group, Inc. History Reduced 493,478 54,381 29.71% 24.42% 27 -35,441 -6.7% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 488,746 53,835 0.07% 0.07% 28 +5,349 1.11% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 484,488 53,366 0.95% 0.99% 29 +85,600 21.46% Q4 2025 Feb 06, 2026
White Lighthouse Investment Management Inc. History Added to 472,420 52,037 7.26% 5.45% 30 +148,883 46.02% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 469,143 51,676 0.08% 0.09% 31 -48,512 -9.37% Q4 2025 Feb 11, 2026
Acorns Advisers, LLC History Added to 467,044 51,445 0.39% 0.39% 32 +13,074 2.88% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 455,567 50,180 0.28% 0.21% 33 +130,230 40.03% Q4 2025 Feb 11, 2026
Banco Santander, S.A. History New 449,776 49,542 0.37% — 34 +449,776 New Q4 2025 Feb 13, 2026
Americana Partners, LLC History Reduced 411,460 45,322 1.24% 1.64% 35 -80,744 -16.4% Q4 2025 Feb 06, 2026
BANK OF NOVA SCOTIA History Added to 396,898 43,715 0.06% 0.07% 36 +23,821 6.39% Q4 2025 Feb 13, 2026
True Link Financial Advisors, LLC History Added to 382,565 42,139 2.56% 2.6% 37 +17,025 4.66% Q4 2025 Jan 29, 2026
Able Wealth Management LLC History Added to 370,179 40,775 12.9% 8.94% 38 +154,913 71.96% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 369,730 40,725 0.1% 0.1% 39 +26,176 7.62% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 364,699 40,171 0.05% 0.04% 40 +144,443 65.58% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 356,543 39,273 0.51% 0.76% 41 -118,881 -25.01% Q4 2025 Feb 10, 2026
MASECO LLP History New 340,625 37,518 1.63% — 42 +340,625 New Q4 2025 Jan 22, 2026
GOLDMAN SACHS GROUP INC History Reduced 336,097 37,021 0.0% 0.01% 43 -87,410 -20.64% Q4 2025 Mar 25, 2026
Client First Capital LLC History Reduced 328,276 36,159 15.24% 16.61% 44 -9,117 -2.7% Q4 2025 Jan 26, 2026
Bulltick Wealth Management, LLC History Reduced 306,905 33,805 7.18% 10.22% 45 -84,479 -21.58% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 304,917 33,586 0.48% 0.5% 46 -2,587 -0.84% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 302,631 33,334 5.37% 5.98% 47 +771 0.26% Q4 2025 Feb 17, 2026
Family Manage LLC History Reduced 300,859 33,139 4.19% 5.05% 48 -31,360 -9.44% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 295,526 32,552 0.46% 0.37% 49 +19,283 6.98% Q4 2025 Feb 02, 2026
Concord Wealth Partners History Added to 291,782 32,139 4.18% 4.29% 50 +10,157 3.61% Q4 2025 Jan 29, 2026
HSBC HOLDINGS PLC History Reduced 289,983 31,941 0.02% 0.02% 51 -64,852 -18.28% Q4 2025 Mar 20, 2026
Concord Asset Management, LLC/VA History Added to 282,211 31,085 5.38% 5.49% 52 +8,517 3.11% Q4 2025 Jan 29, 2026
Modern Wealth Management, LLC History Added to 277,393 30,554 0.56% 0.57% 53 +15,887 6.08% Q4 2025 Feb 17, 2026
Fund Evaluation Group, LLC History Added to 271,094 29,861 0.99% 1.07% 54 +3,824 1.43% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 261,805 28,841 0.04% 0.05% 55 -56,798 -17.83% Q4 2025 Feb 17, 2026
Northwest Quadrant Wealth Management, LLC History Reduced 254,185 27,998 5.79% 6.01% 56 -3,225 -1.25% Q4 2025 Jan 23, 2026
Legacy Advisory Services, LLC History Reduced 244,533 26,935 20.25% 20.98% 57 -7,706 -3.06% Q4 2025 Jan 23, 2026
Allred Capital Management, LLC History Reduced 241,701 26,623 9.63% 9.9% 58 -15,632 -6.07% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 239,356 26,365 0.03% 0.02% 59 +70,461 41.72% Q4 2025 Feb 06, 2026
Sulzberger Capital Advisors, Inc. History Reduced 226,167 24,912 25.16% 28.52% 60 -5,255 -2.27% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Reduced 225,240 24,810 0.36% 0.38% 61 -499 -0.22% Q4 2025 Feb 13, 2026
Mullooly Asset Management, Inc. History Added to 222,468 24,504 8.96% 8.86% 62 +13,527 6.47% Q4 2025 Feb 06, 2026
Bull Oak Capital, LLC History Added to 221,264 24,372 9.96% 10.03% 63 +7,575 3.54% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 212,945 23,455 0.03% 0.02% 64 +52,513 32.73% Q4 2025 Feb 13, 2026
ZEVIN ASSET MANAGEMENT LLC History New 211,520 23,298 3.12% — 65 +211,520 New Q4 2025 Feb 12, 2026
Strategic Point Investment Advisors, LLC History Added to 198,740 21,891 3.03% 3.03% 66 +7,892 4.14% Q4 2025 Jan 15, 2026
Crescent Grove Advisors, LLC History Added to 196,589 21,654 2.01% 1.86% 67 +18,712 10.52% Q4 2025 Feb 11, 2026
Sierra Legacy Group History Reduced 195,143 21,494 15.78% 16.77% 68 -9,948 -4.85% Q4 2025 Jan 20, 2026
Mascoma Wealth Management LLC History Added to 194,764 21,453 4.6% 4.59% 69 +6,175 3.27% Q4 2025 Feb 04, 2026
SIMON QUICK ADVISORS, LLC History Reduced 183,859 20,252 0.88% 0.92% 70 -448 -0.24% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 176,755 19,469 0.0% 0.0% 71 -86,586 -32.88% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 176,163 19,404 0.08% 0.08% 72 -4,620 -2.56% Q4 2025 Jan 29, 2026
Farther Finance Advisors, LLC History Added to 172,022 18,948 0.2% 0.26% 73 +15,766 10.09% Q4 2025 Jan 23, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Reduced 162,968 17,950 7.52% 9.62% 74 -42,518 -20.69% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 162,339 17,882 0.04% 0.06% 75 -54,162 -25.02% Q4 2025 Feb 11, 2026
M. Kulyk & Associates, LLC History Added to 162,149 17,860 3.41% 3.62% 76 +951 0.59% Q4 2025 Jan 08, 2026
KFA Private Wealth Group, LLC History Added to 158,095 17,414 4.24% 3.26% 77 +54,724 52.94% Q4 2025 Jan 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 153,573 16,916 0.01% 0.03% 78 -198,761 -56.41% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 153,207 16,875 0.9% 0.92% 79 +5,921 4.02% Q4 2025 Jan 20, 2026
Financial Engines Advisors L.L.C. History Reduced 151,479 16,685 0.03% 0.03% 80 -2,697 -1.75% Q4 2025 Feb 12, 2026
Presidio Capital Management, LLC History Reduced 150,711 16,600 4.99% 5.99% 81 -3,976 -2.57% Q4 2025 Jan 15, 2026
Lee Financial Co History Reduced 147,824 16,282 2.2% 2.78% 82 -52,483 -26.2% Q4 2025 Jan 22, 2026
IPG Investment Advisors LLC History Added to 146,375 16,123 2.83% 1.31% 83 +79,725 119.62% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 145,171 15,990 0.11% 0.13% 84 +11,237 8.39% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Reduced 143,466 15,802 0.06% 0.07% 85 -2,108 -1.45% Q4 2025 Feb 18, 2026
Midwest Professional Planners, LTD. History Reduced 141,726 15,611 3.7% 4.05% 86 -8,416 -5.61% Q4 2025 Feb 06, 2026
Trajan Wealth LLC History Added to 139,011 15,312 0.64% 0.56% 87 +22,514 19.33% Q4 2025 Feb 06, 2026
NerdWallet Wealth Partners, LLC History Added to 136,198 15,003 6.72% 7.37% 88 +54 0.04% Q4 2025 Jan 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 136,116 14,993 0.43% 0.5% 89 -18,998 -12.25% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 134,894 14,858 0.01% 0.0% 90 +84,555 167.97% Q4 2025 Feb 12, 2026
Fairvoy Private Wealth, LLC History Reduced 133,792 14,737 3.3% 3.43% 91 -2,503 -1.84% Q4 2025 Jan 14, 2026
Smithfield Trust Co History Reduced 132,745 14,635 0.65% 0.69% 92 -5,956 -4.29% Q4 2025 Feb 09, 2026
Silicon Valley Capital Partners History Added to 131,982 14,537 1.32% 1.32% 93 +4,921 3.87% Q4 2025 Feb 13, 2026
GFS Advisors, LLC History Reduced 127,339 14,026 1.67% 2.01% 94 -15,529 -10.87% Q4 2025 Feb 11, 2026
Twelve Points Wealth Management LLC History New 124,876 13,767 3.1% — 95 +124,876 New Q4 2025 Jan 23, 2026
LM Advisors LLC History Reduced 1,495 13,572 0.24% 0.22% 96 -12,077 -88.98% Q4 2025 Feb 13, 2026
KWMG, LLC History Reduced 120,581 13,282 1.14% 1.2% 97 -3,359 -2.71% Q4 2025 Jan 16, 2026
BANQUE PICTET & CIE SA History Added to 119,075 13,116 0.08% 0.06% 98 +25,930 27.84% Q4 2025 Jan 16, 2026
Independent Solutions Wealth Management, LLC History Added to 111,699 12,303 2.26% 1.84% 99 +18,118 19.36% Q4 2025 Feb 05, 2026
Creative Planning History Added to 110,243 12,143 0.01% 0.01% 100 +1,559 1.43% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 108,790 11,983 0.21% 0.19% 101 +11,341 11.64% Q4 2025 Feb 12, 2026
Itau Unibanco Holding S.A. History New 108,400 11,940 0.29% — 102 +108,400 New Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History Reduced 107,912 11,886 2.63% 2.71% 103 -1,083 -0.99% Q4 2025 Feb 03, 2026
UDINE WEALTH MANAGEMENT, INC. History No change 106,750 11,759 5.56% 5.66% 104 0 0.0% Q4 2025 Jan 16, 2026
MAYPORT, LLC History Reduced 104,796 11,543 2.33% 2.56% 105 -2,270 -2.12% Q4 2025 Jan 21, 2026
Whalen Wealth Management Inc. History Reduced 103,996 11,455 6.15% 7.99% 106 -19,781 -15.98% Q4 2025 Jan 20, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 100,078 11,023 8.53% 8.4% 107 -1,538 -1.51% Q4 2025 Jan 23, 2026
Arete Wealth Advisors, LLC History Added to 98,618 10,863 0.66% 0.56% 108 +17,093 20.97% Q4 2025 Feb 13, 2026
Farringdon Capital, Ltd. History No change 95,088 10,473 2.57% 2.67% 109 0 0.0% Q4 2025 Feb 17, 2026
STOLZ & ASSOCIATES, PS History New 92,798 10,221 7.88% — 110 +92,798 New Q4 2025 Feb 06, 2026
AMG National Trust Bank History Reduced 92,349 10,172 0.24% 0.27% 111 -7,708 -7.7% Q4 2025 Jan 30, 2026
OAK FAMILY ADVISORS, LLC History Added to 87,472 9,635 2.64% 1.34% 112 +38,963 80.32% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Reduced 87,390 9,625 0.05% 0.07% 113 -24,515 -21.91% Q4 2025 Feb 12, 2026
MinichMacGregor Wealth Management, LLC History Added to 87,237 9,609 1.74% 1.79% 114 +4,186 5.04% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Reduced 86,529 9,531 1.01% 1.57% 115 -44,039 -33.73% Q4 2025 Feb 18, 2026
Meridian Wealth Management, LLC History Reduced 86,347 9,511 0.33% 0.37% 116 -259 -0.3% Q4 2025 Feb 04, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 85,327 9,398 0.08% 0.05% 117 +31,076 57.28% Q4 2025 Feb 05, 2026
Aegis Wealth Management LLC History Added to 83,889 9,240 5.22% 4.07% 118 +15,082 21.92% Q4 2025 Jan 14, 2026
One Day In July LLC History Reduced 82,546 9,092 0.75% 0.89% 119 -12,158 -12.84% Q4 2025 Feb 04, 2026
Main Street Financial Solutions, LLC History Added to 81,573 8,985 0.67% 0.52% 120 +7,565 10.22% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Reduced 78,558 8,653 0.16% 0.19% 121 -6,591 -7.74% Q4 2025 Feb 03, 2026
GatePass Capital, LLC History Reduced 77,285 8,512 4.39% 5.69% 122 -11,936 -13.38% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Added to 77,019 8,483 0.03% 0.04% 123 +2,990 4.04% Q4 2025 Feb 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 77,011 8,482 2.97% 3.02% 124 +1,345 1.78% Q4 2025 Feb 09, 2026
CWA Asset Management Group, LLC History Added to 76,833 8,463 0.31% 0.07% 125 +60,875 381.47% Q4 2025 Jan 07, 2026
VanWeelden Wealth Management, LLC History Added to 76,656 8,443 6.63% 5.88% 126 +11,945 18.46% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Added to 76,570 8,434 0.97% 0.85% 127 +16,927 28.38% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 72,891 8,028 0.18% 0.15% 128 +19,918 37.6% Q4 2025 Feb 06, 2026
UNITED BANK History Added to 72,808 8,019 1.06% 0.75% 129 +15,737 27.57% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History Added to 71,420 7,866 0.66% 0.62% 130 +6,070 9.29% Q4 2025 Feb 02, 2026
Sanctuary Advisors, LLC History Added to 70,604 7,776 0.04% 0.02% 131 +31,329 79.77% Q4 2025 Jan 29, 2026
CWM, LLC History Added to 70,297 7,743 0.02% 0.02% 132 +3,487 5.22% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 69,845 7,693 0.2% 0.17% 133 +13,662 24.32% Q4 2025 Jan 23, 2026
Pacifica Partners Inc. History Added to 67,756 7,464 3.32% 2.14% 134 +13,571 25.05% Q4 2025 Jan 09, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 67,560 7,441 0.63% 0.19% 135 +48,160 248.25% Q4 2025 Feb 09, 2026
Climber Capital SA History New 86,610 7,319 4.77% — 136 +86,610 New Q4 2025 Feb 03, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 66,304 7,303 6.09% 7.38% 137 -14,818 -18.27% Q4 2025 Jan 23, 2026
Adaptive Financial Consulting, LLC History Added to 66,264 7,298 2.84% 2.89% 138 +880 1.35% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Reduced 64,712 7,128 0.03% 0.03% 139 -5,006 -7.18% Q4 2025 Feb 12, 2026
Vernal Point Advisors, LLC History Reduced 63,237 6,965 2.87% 3.14% 140 -2,640 -4.01% Q4 2025 Feb 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 62,917 6,930 2.91% 1.77% 141 +26,083 70.81% Q4 2025 Feb 12, 2026
BFSG, LLC History Added to 62,584 6,893 0.67% 0.62% 142 +4,556 7.85% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Reduced 62,488 6,881 0.3% 0.46% 143 -32,716 -34.36% Q4 2025 Feb 12, 2026
GUIDANCE CAPITAL, INC History Added to 61,060 6,737 1.65% 1.43% 144 +11,271 22.64% Q4 2025 Jan 23, 2026
DAVENPORT & Co LLC History Added to 60,603 6,675 0.04% 0.03% 145 +2,004 3.42% Q4 2025 Jan 12, 2026
Mutual Advisors, LLC History Added to 59,917 6,599 0.14% 0.14% 146 +1,598 2.74% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History Added to 58,821 6,479 0.04% 0.04% 147 +14,065 31.43% Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History Reduced 58,636 6,458 0.48% 0.7% 148 -23,749 -28.83% Q4 2025 Jan 16, 2026
BDFS Capital LLC History New 58,481 6,441 3.25% — 149 +58,481 New Q4 2025 Feb 26, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 57,618 6,346 0.24% 0.27% 150 -3,872 -6.3% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 57,103 6,290 0.18% 0.2% 151 +573 1.01% Q4 2025 Feb 12, 2026
MAI Capital Management History Reduced 56,333 6,205 0.04% 0.04% 152 -2,068 -3.54% Q4 2025 Feb 13, 2026
Capital Wealth Alliance, LLC History Reduced 54,944 6,054 2.59% 3.28% 153 -4,745 -7.95% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History Added to 54,863 6,043 0.21% 0.21% 154 +1,992 3.77% Q4 2025 Jan 29, 2026
Asset One Wealth Management LLC History New 54,341 5,984 0.82% — 155 +54,341 New Q4 2025 Feb 17, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 54,088 5,957 1.73% 1.82% 156 -473 -0.87% Q4 2025 Feb 05, 2026
RIA Advisory Group LLC History Reduced 53,987 5,946 1.43% 1.61% 157 -2,727 -4.81% Q4 2025 Feb 02, 2026
Procyon Advisors, LLC History Reduced 53,964 5,944 0.29% 0.37% 158 -2,081 -3.71% Q4 2025 Jan 07, 2026
IronBridge Private Wealth, LLC History No change 53,538 5,915 1.87% 1.87% 159 0 0.0% Q4 2025 Feb 23, 2026
San Luis Wealth Advisors LLC History Added to 53,020 5,840 0.98% 0.57% 160 +24,331 84.81% Q4 2025 Jan 26, 2026
CAMBIENT FAMILY OFFICE, LLC History New 52,064 5,734 0.82% — 161 +52,064 New Q4 2025 Feb 20, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 51,901 5,716 2.07% — 162 +51,901 New Q4 2025 Mar 26, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 51,647 5,688 0.0% 0.0% 163 -5,556 -9.71% Q4 2025 Feb 17, 2026
Apex Wealth Management, LLC History Reduced 50,985 5,624 5.71% 5.5% 164 -18,594 -26.72% Q4 2025 Jan 26, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 50,426 5,555 0.88% 0.95% 165 -1,723 -3.3% Q4 2025 Jan 08, 2026
American Investment Services, Inc. History Reduced 50,109 5,519 1.28% 1.33% 166 -175 -0.35% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 48,827 5,378 0.01% 0.01% 167 -1,445 -2.87% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Reduced 48,392 5,330 0.03% 0.05% 168 -36,985 -43.32% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 48,376 5,328 0.07% 0.07% 169 -307 -0.63% Q4 2025 Jan 29, 2026
Hixon Zuercher, LLC History Added to 47,517 5,233 1.59% 1.6% 170 +2 0.0% Q4 2025 Jan 26, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 46,835 5,158 0.02% 0.02% 171 +7,633 19.47% Q4 2025 Jan 30, 2026
Baring Financial LLC History Added to 46,401 5,111 3.11% 3.11% 172 +5,140 12.46% Q4 2025 Jan 07, 2026
Lido Advisors, LLC History Added to 46,340 5,105 0.02% 0.01% 173 +15,071 48.2% Q4 2025 Feb 10, 2026
Premier Path Wealth Partners, LLC History Added to 45,906 5,056 0.65% 0.45% 174 +14,303 45.26% Q4 2025 Jan 22, 2026
Strategic Blueprint, LLC History Added to 45,881 5,053 0.3% 0.21% 175 +1,461 3.29% Q4 2025 Jan 30, 2026
DOVER ADVISORS, LLC History Added to 45,490 5,010 1.94% 1.1% 176 +20,462 81.76% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 45,297 4,989 0.06% 0.08% 177 -34,936 -43.54% Q4 2025 Feb 13, 2026
J. Safra Sarasin Holding AG History Added to 43,956 4,841 0.08% 0.01% 178 +40,000 1011.12% Q4 2025 Jan 15, 2026
WEALTH ALLIANCE, LLC History Added to 43,250 4,764 0.47% 0.14% 179 +30,813 247.75% Q4 2025 Feb 13, 2026
GWN SECURITIES INC. History Reduced 42,175 4,645 0.94% 1.2% 180 -4,583 -9.8% Q4 2025 Feb 11, 2026
Trilogy Capital Inc. History Reduced 42,044 4,631 0.21% 0.22% 181 -1,726 -3.94% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 41,981 4,624 0.03% 0.03% 182 +683 1.65% Q4 2025 Jan 28, 2026
Luminist Capital LLC History Added to 41,837 4,608 5.68% 3.8% 183 +1,900 4.76% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 41,004 4,516 0.09% 0.1% 184 +560 1.38% Q4 2025 Feb 03, 2026
Orion Porfolio Solutions, LLC History Added to 40,975 4,513 0.03% 0.03% 185 +1,331 3.36% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Reduced 40,764 4,490 0.08% 0.09% 186 -3,905 -8.74% Q4 2025 Feb 11, 2026
STABLEFORD CAPITAL II LLC History Reduced 39,416 4,341 1.57% 3.13% 187 -39,013 -49.74% Q4 2025 Jan 13, 2026
GTS SECURITIES LLC History Added to 39,233 4,321 0.15% 0.04% 188 +29,917 321.14% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 39,085 4,305 0.15% 0.17% 189 -2,481 -5.97% Q4 2025 Jan 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 39,030 4,299 0.09% 0.14% 190 -17,762 -31.28% Q4 2025 Feb 05, 2026
D.A. DAVIDSON & CO. History Added to 38,948 4,290 0.03% 0.03% 191 +3,092 8.62% Q4 2025 Jan 29, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 38,406 4,230 0.75% 0.86% 192 -3,545 -8.45% Q4 2025 Feb 17, 2026
EFG International AG History New 38,108 4,197 0.08% — 193 +38,108 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 37,682 4,150 0.25% 0.33% 194 +20,759 122.67% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Added to 37,277 4,106 0.03% 0.0% 195 +34,024 1045.93% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 37,110 4,087 0.1% 0.1% 196 +3,380 10.02% Q4 2025 Feb 09, 2026
Walker Financial Services, Inc. History Added to 37,090 4,085 1.48% 1.37% 197 +5,155 16.14% Q4 2025 Jan 28, 2026
Beacon Capital Management, Inc. History Reduced 36,756 4,048 0.22% 0.31% 198 -22,868 -38.35% Q4 2025 Feb 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 36,210 3,988 0.29% 0.31% 199 -3,386 -8.55% Q4 2025 Feb 12, 2026
Argent Advisors, Inc. History Added to 36,183 3,985 1.11% 0.95% 200 +7,060 24.24% Q4 2025 Feb 11, 2026
INVESTMENT HOUSE LLC History Added to 36,166 3,983 0.19% 0.18% 201 +1,135 3.24% Q4 2025 Feb 06, 2026
Westview Management dba Westview Investment Advisors History New 35,798 3,943 1.88% — 202 +35,798 New Q4 2025 Jan 09, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 35,281 3,886 0.19% 0.21% 203 -2,505 -6.63% Q4 2025 Feb 11, 2026
Robinson Value Management, Ltd. History Added to 34,628 3,814 2.06% 0.1% 204 +33,043 2084.73% Q4 2025 Jan 12, 2026
PATTON FUND MANAGEMENT, INC. History Added to 34,335 3,782 0.51% 0.67% 205 +762 2.27% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 34,326 3,780 0.04% 0.05% 206 -2,888 -7.76% Q4 2025 Feb 05, 2026
TBH Global Asset Management, LLC History Reduced 34,184 3,765 0.63% 0.78% 207 -2,210 -6.07% Q4 2025 Jan 29, 2026
Alexis Investment Partners, LLC History Added to 34,112 3,756 1.4% 0.29% 208 +3,827 12.64% Q4 2025 Jan 29, 2026
CreativeOne Wealth, LLC History Added to 33,923 3,736 0.09% 0.08% 209 +3,498 11.5% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Added to 33,548 3,695 0.05% 0.05% 210 +2,920 9.53% Q4 2025 Jan 27, 2026
ADVISORY RESEARCH INC History Reduced 33,491 3,689 0.46% 0.52% 211 -2,267 -6.34% Q4 2025 Feb 13, 2026
Gould Capital, LLC History Reduced 33,289 3,666 2.26% 2.41% 212 -1,886 -5.36% Q4 2025 Feb 13, 2026
Keystone Financial Group, Inc. History Reduced 33,149 3,651 1.91% 2.11% 213 -801 -2.36% Q4 2025 Jan 16, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Added to 33,065 3,642 1.0% 0.83% 214 +7,472 29.2% Q4 2025 Feb 03, 2026
Fiduciary Alliance LLC History Added to 32,663 3,597 0.24% 0.23% 215 +1,958 6.38% Q4 2025 Jan 22, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 32,565 3,587 0.68% 0.61% 216 +3,179 10.82% Q4 2025 Jan 28, 2026
CHESAPEAKE CAPITAL CORP /IL/ History New 32,300 3,557 2.98% — 217 +32,300 New Q4 2025 Feb 03, 2026
Tidal Investments LLC History New 32,300 3,557 0.01% — 218 +32,300 New Q4 2025 Feb 13, 2026
Net Worth Advisory Group History Reduced 31,932 3,517 0.71% 1.04% 219 -769 -2.35% Q4 2025 Jan 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 31,859 3,509 0.38% 0.42% 220 -2,718 -7.86% Q4 2025 Jan 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 31,639 3,485 1.16% 1.2% 221 -751 -2.32% Q4 2025 Jan 22, 2026
CITIGROUP INC History Reduced 31,196 3,436 0.0% 0.0% 222 -14,931 -32.37% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 30,433 3,352 0.0% 0.0% 223 +1,936 6.79% Q4 2025 Mar 09, 2026
Ascent Group, LLC History Reduced 30,418 3,350 0.11% 0.12% 224 -870 -2.78% Q4 2025 Jan 20, 2026
Ashton Thomas Private Wealth, LLC History Added to 29,655 3,266 0.08% 0.07% 225 +6,133 26.07% Q4 2025 Jan 29, 2026
Impact Partnership Wealth, LLC History Added to 29,401 3,238 0.42% 0.43% 226 +3,137 11.94% Q4 2025 Feb 10, 2026
Proficio Capital Partners LLC History Reduced 28,827 3,175 0.22% 0.29% 227 -9,607 -25.0% Q4 2025 Feb 12, 2026
Mainsail Financial Group, LLC History Added to 28,833 3,175 1.32% 1.17% 228 +4,099 16.57% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Reduced 28,714 3,162 0.08% 0.09% 229 -3,373 -10.51% Q4 2025 Feb 03, 2026
Mader & Shannon Wealth Management, Inc. History No change 28,475 3,146 1.54% 1.54% 230 0 0.0% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 28,074 3,092 0.06% 0.06% 231 +1,042 3.85% Q4 2025 Jan 23, 2026
Camarda Financial Advisors, LLC History Reduced 28,038 3,088 1.18% 1.19% 232 -1,159 -3.97% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Reduced 27,976 3,081 0.33% 0.41% 233 -7,934 -22.09% Q4 2025 Jan 27, 2026
Keebeck Wealth Management History Added to 27,293 3,006 0.35% 0.29% 234 +5,462 25.02% Q4 2025 Feb 17, 2026
&PARTNERS History Reduced 27,296 2,994 0.02% 0.02% 235 -948 -3.36% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 26,602 2,930 0.0% 0.01% 236 -5,576 -17.33% Q4 2025 Feb 18, 2026
J.W. COLE ADVISORS, INC. History Reduced 26,783 2,912 0.07% 0.06% 237 -756 -2.75% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Added to 26,365 2,904 0.02% 0.01% 238 +11,613 78.72% Q4 2025 Jan 05, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 26,131 2,878 0.52% 0.6% 239 -3,867 -12.89% Q4 2025 Jan 16, 2026
KDK Private Wealth Management, LLC History Reduced 25,180 2,773 2.42% 2.88% 240 -532 -2.07% Q4 2025 Feb 12, 2026
Core Wealth Partners LLC History Added to 25,144 2,769 1.25% 1.27% 241 +13 0.05% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 25,032 2,757 0.16% 0.06% 242 +14,438 136.28% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History Reduced 25,009 2,754 0.48% 0.53% 243 -1,616 -6.07% Q4 2025 Jan 30, 2026
Spire Wealth Management History Reduced 24,898 2,742 0.09% 0.12% 244 -7,009 -21.97% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 24,861 2,738 0.05% 0.04% 245 +5,005 25.21% Q4 2025 Feb 12, 2026
Shepherd Financial Partners LLC History Reduced 24,595 2,709 0.25% 0.64% 246 -36,021 -59.42% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 24,288 2,675 0.04% 0.04% 247 +3,469 16.66% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 24,093 2,653 0.02% 0.02% 248 +5,010 26.25% Q4 2025 Feb 17, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 23,932 2,636 2.18% 2.47% 249 -3,286 -12.07% Q4 2025 Feb 13, 2026
Weaver Consulting Group History Reduced 23,902 2,632 0.64% 0.99% 250 -11,332 -32.16% Q4 2025 Feb 10, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 23,152 2,550 0.04% 0.09% 251 -22,760 -49.57% Q4 2025 Jan 28, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 23,143 2,549 0.63% 0.71% 252 -2,261 -8.9% Q4 2025 Feb 09, 2026
FLOW TRADERS U.S. LLC History Reduced 22,942 2,527 0.08% 0.15% 253 -11,093 -32.59% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History Added to 22,798 2,511 0.24% 0.0% 254 +22,529 8375.09% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 22,714 2,501 0.01% 0.01% 255 +1,084 5.01% Q4 2025 Feb 17, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 22,146 2,439 1.53% 1.74% 256 -1,882 -7.83% Q4 2025 Feb 24, 2026
Prime Capital Investment Advisors, LLC History Reduced 21,950 2,417 0.03% 0.04% 257 -5,682 -20.56% Q4 2025 Jan 21, 2026
STRATEGY ASSET MANAGERS LLC History Added to 21,422 2,359 0.39% 0.41% 258 +673 3.24% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 21,207 2,335 0.07% 0.07% 259 +1,480 7.5% Q4 2025 Feb 19, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 21,005 2,313 0.33% 0.34% 260 0 0.0% Q4 2025 Jan 14, 2026
Capital Advisors, Ltd. LLC History Added to 20,874 2,299 0.26% 0.21% 261 +3,981 23.57% Q4 2025 Jan 21, 2026
Ethos Financial Group, LLC History Reduced 20,838 2,295 0.17% 0.19% 262 -551 -2.58% Q4 2025 Jan 20, 2026
Foundry Financial Group, Inc. History Added to 20,752 2,285 1.14% 1.03% 263 +3,073 17.38% Q4 2025 Feb 04, 2026
SWEENEY & MICHEL, LLC History Added to 20,710 2,282 0.67% 0.75% 264 +490 2.42% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 20,407 2,247 0.22% 0.17% 265 +5,706 38.81% Q4 2025 Feb 17, 2026
Private Advisory Group LLC History Added to 20,397 2,246 0.18% 0.05% 266 +15,401 308.27% Q4 2025 Jan 15, 2026
Mission Creek Capital Partners, Inc. History New 20,382 2,245 0.45% — 267 +20,382 New Q4 2025 Feb 12, 2026
Realta Investment Advisors History Added to 20,115 2,215 0.73% 0.74% 268 +201 1.01% Q4 2025 Jan 20, 2026
Principia Wealth Advisory, LLC History Reduced 20,092 2,213 1.38% 1.68% 269 -1,989 -9.01% Q4 2025 Feb 10, 2026
Financial Plan, Inc. History New 19,942 2,196 0.25% — 270 +19,942 New Q4 2025 Jan 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 19,482 2,145 0.04% 0.05% 271 -954 -4.67% Q4 2025 Feb 19, 2026
Abacus Planning Group, Inc. History Added to 19,120 2,106 0.28% 0.29% 272 +3 0.02% Q4 2025 Jan 16, 2026
Heartland Bank & Trust Co History Reduced 18,499 2,037 0.86% 0.87% 273 -465 -2.45% Q4 2025 Feb 03, 2026
Baird Financial Group, Inc. History Reduced 18,282 2,013 0.0% 0.0% 274 -20 -0.11% Q4 2025 Feb 13, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 18,190 2,003 0.25% 0.28% 275 0 0.0% Q4 2025 Jan 09, 2026
SVB WEALTH LLC History Reduced 18,180 2,002 0.12% 0.15% 276 -7,146 -28.22% Q4 2025 Feb 04, 2026
Tempus Wealth Planning, LLC History Reduced 18,153 1,999 0.46% 0.51% 277 -1,807 -9.05% Q4 2025 Jan 16, 2026
ASPIRIANT, LLC History Reduced 17,932 1,975 0.06% 0.06% 278 -898 -4.77% Q4 2025 Jan 20, 2026
HFG Advisors, Inc. History Reduced 17,901 1,971 1.43% 1.8% 279 -4,203 -19.01% Q4 2025 Feb 13, 2026
GenWealth Group, Inc. History Added to 17,746 1,955 0.33% 0.32% 280 +2,094 13.38% Q4 2025 Jan 12, 2026
Fermata Advisors, LLC History Reduced 17,503 1,927 0.46% 0.54% 281 -1,737 -9.03% Q4 2025 Jan 08, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 17,486 1,925 0.0% 0.0% 282 -13,690 -43.91% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 17,435 1,920 0.0% 0.0% 283 +2,205 14.48% Q4 2025 Feb 10, 2026
IFG Advisory, LLC History Added to 17,362 1,912 0.08% 0.05% 284 +8,280 91.17% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Reduced 17,278 1,903 0.05% 0.07% 285 -5,334 -23.59% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 17,232 1,897 0.01% 0.01% 286 +6,787 64.98% Q4 2025 Jan 27, 2026
Legacy Wealth Advisors, LLC History New 17,029 1,875 1.24% — 287 +17,029 New Q4 2025 Feb 17, 2026
KDT Advisors, LLC History New 16,892 1,860 2.61% — 288 +16,892 New Q4 2025 Feb 06, 2026
Vise Technologies, Inc. History Added to 16,763 1,846 0.04% 0.05% 289 +5,463 48.35% Q4 2025 Feb 11, 2026
Destination Wealth Management History Added to 16,578 1,826 0.05% 0.04% 290 +2,385 16.8% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Added to 16,516 1,819 0.27% 0.12% 291 +9,174 124.95% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 16,458 1,812 0.01% — 292 +16,458 New Q4 2025 Feb 05, 2026
Hardworking Capital Advisors, LLC History New 16,310 1,796 1.63% — 293 +16,310 New Q4 2025 Feb 12, 2026
Financial Management Professionals, Inc. History Reduced 16,221 1,786 0.18% 0.2% 294 -1,000 -5.81% Q4 2025 Jan 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 16,081 1,771 0.25% 0.11% 295 +9,793 155.74% Q4 2025 Jan 12, 2026
Prospera Financial Services Inc History Added to 15,991 1,761 0.03% 0.03% 296 +1,745 12.25% Q4 2025 Feb 09, 2026
Authentikos Wealth Advisory, LLC History Reduced 15,774 1,737 1.15% 1.25% 297 -1,394 -8.12% Q4 2025 Feb 06, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 15,580 1,716 0.22% 0.38% 298 -11,000 -41.38% Q4 2025 Jan 12, 2026
Bell Bank History No change 15,497 1,706 0.07% 0.07% 299 0 0.0% Q4 2025 Jan 14, 2026
Regal Investment Advisors LLC History Added to 15,407 1,697 0.1% 0.06% 300 +6,716 77.28% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 15,272 1,682 0.01% — 301 +15,272 New Q4 2025 Feb 13, 2026
CENTRAL BANK & TRUST CO History Reduced 15,252 1,680 0.26% 0.27% 302 -56 -0.37% Q4 2025 Jan 09, 2026
Prosperity Advisers, LLC History New 15,167 1,670 1.38% — 303 +15,167 New Q4 2025 Jan 23, 2026
EHRLICH FINANCIAL GROUP History Reduced 15,106 1,663 0.95% 1.47% 304 -7,283 -32.53% Q4 2025 Jan 06, 2026
North Star Investment Management Corp. History Added to 15,048 1,657 0.1% 0.06% 305 +6,129 68.72% Q4 2025 Jan 30, 2026
Balentine LLC History No change 15,026 1,655 0.06% 0.06% 306 0 0.0% Q4 2025 Feb 02, 2026
Virtue Capital Management, LLC History Added to 15,009 1,653 0.25% 0.04% 307 +3,367 28.92% Q4 2025 Feb 18, 2026
PATTEN & PATTEN INC/TN History Reduced 14,964 1,648 0.1% 0.11% 308 -1,358 -8.32% Q4 2025 Feb 03, 2026
Birchcreek Wealth Management, LLC History Reduced 14,499 1,597 0.78% 1.08% 309 -4,426 -23.39% Q4 2025 Jan 16, 2026
Perennial Advisors, LLC History Added to 14,431 1,589 0.27% 0.23% 310 +2,273 18.7% Q4 2025 Jan 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 14,381 1,584 0.0% 0.0% 311 -2,316 -13.87% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 14,359 1,581 0.02% 0.02% 312 -312 -2.13% Q4 2025 Feb 13, 2026
Bosman Wealth Management, LLC History Reduced 14,201 1,564 1.28% 2.25% 313 -12,112 -46.03% Q4 2025 Jan 27, 2026
Crusonia Wealth Advisors LLC History New 14,103 1,553 0.34% — 314 +14,103 New Q4 2025 Feb 18, 2026
WCG Wealth Advisors LLC History New 13,748 1,513 0.04% — 315 +13,748 New Q4 2025 Feb 10, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 13,440 1,481 0.51% 0.54% 316 +124 0.93% Q4 2025 Jan 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 13,339 1,469 0.07% 0.04% 317 +6,055 83.13% Q4 2025 Feb 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 13,284 1,463 0.31% 0.3% 318 +947 7.68% Q4 2025 Jan 27, 2026
Legacy Wealth Partners, LLC History New 13,103 1,443 0.37% — 319 +13,103 New Q4 2025 Feb 17, 2026
Chicago Wealth Management, Inc. History New 13,080 1,440 0.58% — 320 +13,080 New Q4 2025 Feb 17, 2026
Hudson Portfolio Management LLC History Added to 13,020 1,434 1.23% 0.43% 321 +8,620 195.91% Q4 2025 Feb 13, 2026
Fonville Wealth Management LLC History Reduced 12,921 1,423 0.29% 0.35% 322 -1,092 -7.79% Q4 2025 Jan 23, 2026
Wick Capital Partners, LLC History Reduced 12,900 1,420 0.25% 0.46% 323 -14,579 -53.06% Q4 2025 Mar 02, 2026
National Wealth Management Group, LLC History Added to 12,789 1,408 0.49% 0.23% 324 +7,268 131.64% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Reduced 12,480 1,374 0.01% 0.03% 325 -24,899 -66.61% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Reduced 12,428 1,368 0.01% 0.02% 326 -26,798 -68.32% Q4 2025 Feb 12, 2026
Western Financial Corp/CA History Reduced 12,226 1,346 0.53% 0.59% 327 -65 -0.53% Q4 2025 Jan 21, 2026
PRIVATE TRUST CO NA History Reduced 12,166 1,340 0.12% 0.14% 328 -2,409 -16.53% Q4 2025 Jan 26, 2026
Rehmann Capital Advisory Group History Added to 12,154 1,338 0.07% 0.07% 329 +20 0.16% Q4 2025 Mar 04, 2026
Savvy Advisors, Inc. History Added to 12,088 1,331 0.04% 0.01% 330 +10,031 487.65% Q4 2025 Jan 20, 2026
Sage Advisory Services, Ltd.Co. History No change 12,078 1,330 0.72% 0.7% 331 0 0.0% Q4 2025 Jan 28, 2026
Crews Bank & Trust History Added to 12,068 1,329 0.19% 0.18% 332 +1,170 10.74% Q4 2025 Jan 21, 2026
Advisory Alpha, LLC History Reduced 11,814 1,301 0.04% 0.04% 333 -2,299 -16.29% Q4 2025 Feb 06, 2026
Keel Point, LLC History Added to 11,738 1,292 0.08% 0.07% 334 +2,085 21.6% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Reduced 11,709 1,289 0.01% 0.01% 335 -523 -4.28% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Added to 11,578 1,275 0.01% 0.02% 336 +2,236 23.93% Q4 2025 Jan 29, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 11,530 1,269 0.38% 0.39% 337 +286 2.54% Q4 2025 Jan 30, 2026
Pathway Financial Advisors LLC History No change 11,481 1,265 0.16% 0.17% 338 0 0.0% Q4 2025 Jan 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 11,483 1,264 0.0% 0.0% 339 -245 -2.09% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 11,412 1,256 0.02% 0.03% 340 -713 -5.88% Q4 2025 Jan 16, 2026
Compass Ion Advisors, LLC History Reduced 11,277 1,242 0.12% 0.12% 342 -335 -2.88% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Added to 11,282 1,242 0.0% 0.0% 341 +96 0.86% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Reduced 11,073 1,219 0.04% 0.04% 343 -130 -1.16% Q4 2025 Feb 10, 2026
Darden Wealth Group Inc History Reduced 11,004 1,212 0.59% 0.64% 344 -112 -1.01% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 10,967 1,207 0.02% 0.02% 345 -349 -3.08% Q4 2025 Jan 23, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 10,903 1,200 0.08% 0.07% 346 +2,674 32.49% Q4 2025 Jan 15, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 10,810 1,190 0.27% 0.21% 347 +2,847 35.75% Q4 2025 Jan 12, 2026
Edgemoor Investment Advisors, Inc. History Reduced 10,710 1,179 0.09% 0.09% 348 -395 -3.56% Q4 2025 Feb 10, 2026
Frontier Asset Management, LLC History Reduced 10,526 1,159 0.27% 0.33% 349 -1,368 -11.5% Q4 2025 Feb 04, 2026
Voya Financial Advisors, Inc. History Added to 10,459 1,151 0.11% 0.1% 350 +1,490 16.61% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 10,449 1,150 0.08% 0.07% 351 -200 -1.88% Q4 2025 Jan 21, 2026
LOWERY THOMAS, LLC History Added to 10,390 1,144 0.65% 0.62% 352 +717 7.41% Q4 2025 Jan 26, 2026
AXS Investments LLC History Reduced 10,300 1,134 0.54% 1.38% 353 -18,305 -63.99% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 10,279 1,132 0.04% 0.03% 354 +1,604 18.49% Q4 2025 Feb 13, 2026
ARRIEN INVESTMENTS, INC. History Reduced 10,204 1,123 0.63% 0.98% 355 -4,926 -32.56% Q4 2025 Jan 30, 2026
Ifrah Financial Services, Inc. History Added to 10,130 1,115 0.29% 0.28% 356 +368 3.77% Q4 2025 Jan 22, 2026
Clear Creek Financial Management, LLC History Reduced 10,060 1,108 0.09% 0.17% 357 -7,460 -42.58% Q4 2025 Jan 23, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 10,044 1,106 0.58% — 358 +10,044 New Q4 2025 Feb 23, 2026
Bison Wealth, LLC History New 9,886 1,090 0.12% — 359 +9,886 New Q4 2025 Mar 24, 2026
Legacy Wealth Managment, LLC/ID History Reduced 9,901 1,090 0.52% 0.66% 360 -3,311 -25.06% Q4 2025 Feb 03, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 9,810 1,080 0.77% 0.85% 361 -59 -0.6% Q4 2025 Feb 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 9,675 1,065 0.07% 0.07% 362 0 0.0% Q4 2025 Feb 17, 2026
LINCOLN CAPITAL CORP History Reduced 9,647 1,062 0.38% 0.67% 363 -7,152 -42.57% Q4 2025 Jan 23, 2026
Trevian Wealth Management LLC History New 9,527 1,049 0.5% — 364 +9,527 New Q4 2025 Feb 05, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 9,478 1,044 0.12% 0.11% 365 +726 8.3% Q4 2025 Jan 29, 2026
Consilium Wealth Advisory, LLC History Reduced 9,394 1,034 0.38% 0.4% 366 -55 -0.58% Q4 2025 Jan 26, 2026
Arkos Global Advisors History Reduced 9,258 1,020 0.13% 0.13% 367 -24 -0.26% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 9,235 1,017 0.0% — 368 +9,235 New Q4 2025 Feb 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 9,207 1,014 0.04% 0.04% 369 +405 4.6% Q4 2025 Feb 09, 2026
Arkadios Wealth Advisors History Reduced 9,187 1,011 0.02% 0.03% 371 -2,929 -24.17% Q4 2025 Feb 13, 2026
Courage Miller Partners, LLC History Added to 9,183 1,011 0.3% 0.3% 370 +218 2.43% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Reduced 9,161 1,009 0.01% 0.03% 372 -10,160 -52.59% Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History No change 9,119 1,004 0.21% 0.22% 373 0 0.0% Q4 2025 Jan 05, 2026
Balefire, LLC History Reduced 9,103 1,002 0.2% 0.25% 374 -2,263 -19.91% Q4 2025 Jan 12, 2026
Bank of New York Mellon Corp History Added to 9,028 994 0.0% 0.0% 375 +713 8.57% Q4 2025 Feb 10, 2026
Spinnaker Investment Group, LLC History Added to 8,960 986 0.18% 0.18% 376 +113 1.28% Q4 2025 Jan 12, 2026
Arax Advisory Partners History New 8,904 980 0.03% — 377 +8,904 New Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Reduced 8,872 977 0.01% 0.01% 378 -448 -4.81% Q4 2025 Jan 26, 2026
SOL Capital Management CO History No change 8,820 972 0.09% 0.09% 379 0 0.0% Q4 2025 Jan 30, 2026
Westfuller Advisors, LLC History No change 8,755 964 0.39% 0.44% 380 0 0.0% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History Reduced 8,677 955 0.04% 0.08% 381 -6,948 -44.47% Q4 2025 Jan 27, 2026
Core Wealth Advisors, Inc. History Added to 8,660 953 0.25% 0.25% 382 +61 0.71% Q4 2025 Feb 17, 2026
RETIREMENT CAPITAL STRATEGIES History Reduced 8,649 952 0.35% 0.63% 383 -6,132 -41.49% Q4 2025 Feb 13, 2026
WealthTrak Capital Management LLC History Added to 8,591 946 0.68% 0.58% 384 +2,198 34.38% Q4 2025 Feb 10, 2026
Signal Advisors Wealth, LLC History Added to 8,588 945 0.08% 0.08% 385 +718 9.12% Q4 2025 Jan 13, 2026
Marks Wealth, LLC History Reduced 8,567 943 0.32% 10.68% 386 -304,361 -97.26% Q4 2025 Feb 02, 2026
Belvedere Trading LLC History New 8,493 935 0.0% — 387 +8,493 New Q4 2025 Feb 10, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 8,419 927 0.03% 0.06% 388 -6,565 -43.81% Q4 2025 Jan 28, 2026
EP Wealth Advisors, LLC History New 8,329 917 0.0% — 389 +8,329 New Q4 2025 Feb 18, 2026
Plum Street Advisors, LLC History No change 8,304 914 0.33% 0.35% 390 0 0.0% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 8,240 910 0.15% 0.08% 391 +3,879 88.95% Q4 2025 Feb 06, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 8,249 908 0.77% — 392 +8,249 New Q4 2025 Jan 20, 2026
Fortis Advisors, LLC History Added to 8,180 901 0.49% 0.5% 393 +106 1.31% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Reduced 8,109 893 0.06% 0.06% 394 -7 -0.09% Q4 2025 Feb 13, 2026
Transcendent Capital Group LLC History Added to 8,054 887 0.4% 0.3% 395 +1,906 31.0% Q4 2025 Jan 26, 2026
Kovack Advisors, Inc. History New 8,039 885 0.04% — 396 +8,039 New Q4 2025 Feb 17, 2026
Montecito Bank & Trust History Added to 7,935 874 0.14% 0.07% 397 +3,625 84.11% Q4 2025 Jan 09, 2026
ADVISORTRUST PARTNERS, LLC History New 7,918 872 0.38% — 398 +7,918 New Q4 2025 Mar 10, 2026
World Investment Advisors History Added to 7,842 863 0.01% 0.01% 399 +3,037 63.2% Q4 2025 Mar 12, 2026
Global View Capital Management LLC History Added to 7,822 861 0.16% 0.18% 400 +1 0.01% Q4 2025 Jan 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 7,760 854 0.02% 0.02% 401 -2,082 -21.15% Q4 2025 Jan 07, 2026
Schrum Private Wealth Management LLC History Added to 7,715 849 0.63% 0.61% 402 +174 2.31% Q4 2025 Feb 17, 2026
AVALON CAPITAL MANAGEMENT History Reduced 7,683 846 0.2% 0.97% 403 -27,985 -78.46% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 7,608 837 0.03% 0.03% 404 -335 -4.22% Q4 2025 Jan 09, 2026
Sierra Capital LLC History Reduced 7,566 833 0.09% 0.1% 405 -910 -10.74% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Added to 7,489 824 0.0% 0.0% 406 +470 6.7% Q4 2025 Feb 06, 2026
Roberts Financial Services LLC History Added to 7,469 822 0.26% 0.26% 407 +53 0.71% Q4 2025 Jan 23, 2026
BLALOCK WILLIAMS, LLC History Added to 7,311 805 0.64% 0.69% 408 +210 2.96% Q4 2025 Feb 02, 2026
Sowell Financial Services LLC History New 7,291 803 0.03% — 410 +7,291 New Q4 2025 Jan 21, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 7,293 803 0.49% 0.52% 411 -187 -2.5% Q4 2025 Jan 15, 2026
FLAGSTAR ADVISORS INC History Added to 7,295 803 0.27% 0.24% 409 +60 0.83% Q4 2025 Jan 13, 2026
Insight Wealth Partners, LLC History Reduced 7,286 802 0.11% 0.27% 412 -877 -10.74% Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Reduced 7,169 789 0.05% 0.05% 413 -5 -0.07% Q4 2025 Feb 13, 2026
Leelyn Smith, LLC History Added to 7,070 778 0.11% 0.1% 415 +754 11.94% Q4 2025 Jan 28, 2026
Aries Wealth Management History Added to 7,064 778 0.17% 0.17% 414 +650 10.13% Q4 2025 Jan 30, 2026
Roble, Belko & Company, Inc History No change 7,033 775 0.1% 0.11% 416 0 0.0% Q4 2025 Jan 12, 2026
Larry Mathis Financial Planning, LLC History New 7,024 773 0.68% — 417 +7,024 New Q4 2025 Mar 11, 2026
Composition Wealth, LLC History Reduced 6,911 761 0.01% 0.05% 418 -20,507 -74.79% Q4 2025 Feb 02, 2026
Severin Investments, LLC History Added to 6,912 761 0.67% 0.62% 419 +571 9.0% Q4 2025 Feb 09, 2026
EdgeRock Capital LLC History Reduced 6,916 761 0.2% 0.22% 420 -88 -1.26% Q4 2025 Jan 14, 2026
Formidable Asset Management, LLC History Added to 6,865 758 0.11% 0.12% 421 +100 1.48% Q4 2025 Jan 16, 2026
Solstein Capital, LLC History New 6,811 750 0.3% — 422 +6,811 New Q4 2025 Feb 13, 2026
Algorithmic Investment Models, LLC History Added to 6,790 747 0.92% 0.42% 423 +1,056 18.42% Q4 2025 Feb 10, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 6,754 743 0.04% 0.04% 424 -925 -12.05% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Added to 6,644 731 0.01% 0.01% 425 +731 12.36% Q4 2025 Feb 17, 2026
Advisor OS, LLC History Added to 6,619 729 0.06% 0.06% 426 +223 3.49% Q4 2025 Feb 04, 2026
Sovereign Financial Group, Inc. History Reduced 6,543 720 0.12% 0.15% 429 -817 -11.1% Q4 2025 Jan 07, 2026
Gotham Asset Management, LLC History No change 6,539 720 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 17, 2026
Gryphon Financial Partners LLC History No change 6,540 720 0.08% 0.08% 428 0 0.0% Q4 2025 Jan 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,516 717 0.04% 0.04% 430 +452 7.45% Q4 2025 Jan 26, 2026
Sandy Cove Advisors, LLC History Reduced 6,419 707 0.21% 0.32% 432 -2,736 -29.89% Q4 2025 Feb 09, 2026
Geometric Wealth Advisors History Added to 6,420 707 0.09% 0.09% 431 +84 1.33% Q4 2025 Feb 06, 2026
Grand Central Investment Group History New 6,399 704 0.51% — 433 +6,399 New Q4 2025 Feb 18, 2026
Finley Financial, LLC History Reduced 6,380 702 0.32% 0.34% 434 -305 -4.56% Q4 2025 Jan 21, 2026
ORG Partners LLC History Added to 6,360 700 0.12% 0.13% 435 +20 0.32% Q4 2025 Jan 14, 2026
Stratos Wealth Partners, LTD. History Added to 6,342 698 0.01% 0.01% 436 +777 13.96% Q4 2025 Jan 20, 2026
Apella Capital, LLC History Added to 6,340 698 0.01% 0.02% 437 +54 0.86% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Reduced 6,293 693 0.01% 0.01% 438 -2,983 -32.16% Q4 2025 Jan 15, 2026
Savant Capital, LLC History Added to 6,209 683 0.0% 0.0% 439 +1,601 34.74% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 6,157 678 0.02% 0.03% 440 +352 6.06% Q4 2025 Feb 09, 2026
Archer Investment Corp History Reduced 6,164 678 0.15% 0.16% 441 -290 -4.49% Q4 2025 Jan 30, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 6,137 676 0.15% 0.13% 443 +1,453 31.02% Q4 2025 Jan 09, 2026
Sigma Planning Corp History Reduced 6,140 676 0.02% 0.02% 442 -375 -5.76% Q4 2025 Jan 30, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 6,106 672 0.29% 0.36% 444 -689 -10.14% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 6,007 661 0.04% 0.04% 445 0 0.0% Q4 2025 Jan 14, 2026
Foster Group, Inc. History Reduced 5,961 656 0.02% 0.02% 446 -419 -6.57% Q4 2025 Jan 12, 2026
Black Diamond Financial, LLC History Reduced 5,947 655 0.07% 0.08% 447 -793 -11.77% Q4 2025 Feb 03, 2026
Castle Rock Wealth Management, LLC History Reduced 5,838 642 0.14% 0.15% 448 -492 -7.77% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 5,800 638 0.04% 0.05% 449 -445 -7.13% Q4 2025 Jan 08, 2026
Mayflower Financial Advisors, LLC History No change 5,781 636 0.08% 0.08% 450 0 0.0% Q4 2025 Jan 13, 2026
Valpey Financial Services, LLC History Reduced 5,705 628 0.4% 0.48% 451 -939 -14.13% Q4 2025 Mar 04, 2026
Leibman Financial Services, Inc. History Reduced 5,655 622 0.45% 0.49% 452 -235 -3.99% Q4 2025 Jan 06, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 5,633 620 0.04% 0.04% 453 0 0.0% Q4 2025 Jan 23, 2026
SFMG, LLC History Reduced 5,610 617 0.04% 0.05% 454 -689 -10.94% Q4 2025 Feb 10, 2026
Ceeto Capital Group, LLC History No change 5,500 606 0.18% 0.18% 455 0 0.0% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,491 604 0.01% 0.01% 456 -6,377 -53.73% Q4 2025 Feb 11, 2026
Innova Wealth Partners History Reduced 5,464 601 0.3% 0.34% 457 -198 -3.5% Q4 2025 Jan 07, 2026
SAGE FINANCIAL GROUP INC History Added to 5,425 597 0.04% 0.02% 458 +2,135 64.89% Q4 2025 Jan 27, 2026
Brooklyn Investment Group History New 5,361 590 0.03% — 459 +5,361 New Q4 2025 Feb 12, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Added to 5,338 588 0.15% 0.15% 460 +69 1.31% Q4 2025 Feb 12, 2026
55 North Private Wealth, LLC History New 5,335 587 0.15% — 462 +5,335 New Q4 2025 Jan 27, 2026
NorthRock Partners, LLC History Added to 5,337 587 0.01% 0.01% 461 +740 16.1% Q4 2025 Feb 17, 2026
Triumph Capital Management History Added to 5,314 585 0.13% 0.13% 463 +801 17.75% Q4 2025 Feb 12, 2026
Investment Partners Asset Management, Inc. History Reduced 5,275 581 0.36% 0.53% 464 -2,000 -27.49% Q4 2025 Jan 15, 2026
Ameritas Advisory Services, LLC History Reduced 5,269 580 0.02% 0.08% 465 -5,502 -51.08% Q4 2025 Feb 04, 2026
Archford Capital Strategies, LLC History New 5,254 578 0.07% — 466 +5,254 New Q4 2025 Jan 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 5,244 577 0.02% 0.02% 467 -18 -0.34% Q4 2025 Jan 30, 2026
Sicart Associates LLC History No change 5,150 567 0.15% 0.15% 468 0 0.0% Q4 2025 Jan 14, 2026
Flagship Private Wealth, LLC History Reduced 5,104 562 0.22% 0.33% 469 -2,409 -32.06% Q4 2025 Feb 04, 2026
Intellus Advisors LLC History Added to 5,079 559 0.07% 0.08% 470 +5 0.1% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 4,976 548 0.0% 0.0% 471 +17 0.34% Q4 2025 Feb 17, 2026
Rinkey Investments History Reduced 4,967 547 0.14% 0.16% 472 -480 -8.81% Q4 2025 Feb 04, 2026
Jessup Wealth Management, Inc History Added to 4,893 538 0.18% 0.16% 473 +917 23.06% Q4 2025 Feb 11, 2026
Bayshore Capital Advisors, LLC History New 4,703 518 0.26% — 474 +4,703 New Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Added to 4,671 514 0.02% 0.02% 476 +667 16.66% Q4 2025 Feb 05, 2026
PINNACLE ASSOCIATES LTD History No change 4,669 514 0.01% 0.01% 475 0 0.0% Q4 2025 Feb 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 4,646 511 0.05% 0.05% 477 0 0.0% Q4 2025 Jan 20, 2026
Integrated Advisors Network LLC History Reduced 4,527 498 0.02% 0.02% 478 -253 -5.29% Q4 2025 Feb 17, 2026
Chatterton & Associates Inc. History New 4,509 496 0.42% — 479 +4,509 New Q4 2025 Jan 20, 2026
MCDONALD PARTNERS LLC History No change 4,500 495 0.16% 0.15% 480 0 0.0% Q4 2025 Feb 02, 2026
PECAUT & CO. History Reduced 4,437 488 0.16% 0.17% 481 -266 -5.66% Q4 2025 Feb 10, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,345 478 0.02% 0.02% 482 0 0.0% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,291 472 0.02% 0.03% 483 -1,363 -24.11% Q4 2025 Feb 17, 2026
TCP Asset Management, LLC History Reduced 4,265 469 0.08% 0.08% 484 -40 -0.93% Q4 2025 Jan 07, 2026
High Note Wealth, LLC History No change 4,252 468 0.09% 0.09% 485 0 0.0% Q4 2025 Feb 05, 2026
ALESCO ADVISORS LLC History Reduced 4,195 462 0.01% 0.02% 486 -2,185 -34.25% Q4 2025 Jan 28, 2026
RAELIPSKIE PARTNERSHIP History No change 4,200 462 0.19% 0.2% 487 0 0.0% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History No change 4,184 460 0.0% 0.0% 488 0 0.0% Q4 2025 Feb 09, 2026
BEARING POINT CAPITAL, LLC History Added to 4,145 456 0.07% 0.07% 489 +445 12.03% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History No change 4,078 449 0.01% 0.02% 490 0 0.0% Q4 2025 Jan 30, 2026
Intergy Private Wealth, LLC History Added to 4,074 448 0.14% 0.14% 491 +35 0.87% Q4 2025 Jan 22, 2026
Lake Hills Wealth Management, LLC History Reduced 4,060 447 0.23% 0.28% 492 -762 -15.8% Q4 2025 Jan 07, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 4,061 447 0.17% 0.17% 493 -74 -1.79% Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Added to 4,025 443 0.01% 0.0% 494 +824 25.74% Q4 2025 Feb 20, 2026
J.Safra Asset Management Corp History Added to 4,018 442 0.02% 0.02% 496 +1,716 74.54% Q4 2025 Feb 11, 2026
VestGen Investment Management History Added to 4,015 442 0.25% 0.24% 495 +391 10.79% Q4 2025 Feb 18, 2026
Vontobel Holding Ltd. History Reduced 4,000 440 0.0% 0.0% 498 -4,000 -50.0% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 3,998 440 0.01% 0.01% 499 -928 -18.84% Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,997 440 0.0% 0.0% 497 -219 -5.19% Q4 2025 Feb 06, 2026
LWM Advisory Services, LLC History New 3,965 436 0.26% — 500 +3,965 New Q4 2025 Feb 12, 2026
Stanley-Laman Group, Ltd. History Added to 3,944 434 0.06% 0.05% 501 +640 19.37% Q4 2025 Jan 23, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 3,921 431 0.07% 0.07% 502 -348 -8.15% Q4 2025 Jan 13, 2026
Ted Buchan & Co History New 3,899 429 0.16% — 503 +3,899 New Q4 2025 Feb 11, 2026
North Capital, Inc. History Reduced 3,891 428 0.37% 0.33% 504 -1 -0.03% Q4 2025 Feb 18, 2026
Apollon Wealth Management, LLC History No change 3,876 426 0.01% 0.01% 505 0 0.0% Q4 2025 Jan 22, 2026
Beacon Bank & Trust History No change 3,875 426 0.09% 0.09% 506 0 0.0% Q4 2025 Feb 17, 2026
Tortoise Investment Management, LLC History Reduced 3,862 425 0.04% 0.04% 507 -360 -8.53% Q4 2025 Feb 06, 2026
Caprock Group, LLC History Added to 3,769 415 0.01% 0.01% 508 +12 0.32% Q4 2025 Jan 28, 2026
Lynch Investment Planning, LLC History New 3,686 406 0.39% — 509 +3,686 New Q4 2025 Feb 24, 2026
MFA Wealth Services History Reduced 3,673 404 0.27% 0.29% 510 -80 -2.13% Q4 2025 Jan 15, 2026
Capital Asset Advisory Services LLC History Reduced 3,642 401 0.02% 0.02% 511 -964 -20.93% Q4 2025 Jan 09, 2026
TOMPKINS FINANCIAL CORP History No change 3,626 399 0.03% 0.03% 512 0 0.0% Q4 2025 Jan 08, 2026
INVESTMENT PARTNERS, LTD. History No change 3,627 399 0.14% 0.14% 513 0 0.0% Q4 2025 Feb 10, 2026
LTG Capital LLC History No change 3,620 398 0.31% 0.31% 514 0 0.0% Q4 2025 Feb 11, 2026
Entelevest, LLC History New 3,600 396 0.4% — 516 +3,600 New Q4 2025 Feb 11, 2026
Westmount Partners, LLC History New 3,597 396 0.1% — 515 +3,597 New Q4 2025 Jan 15, 2026
ACUTE INVESTMENT ADVISORY, LLC History Reduced 3,573 393 3.81% 3.71% 517 -435 -10.85% Q4 2025 Jan 27, 2026
Leo Wealth, LLC History Reduced 3,486 383 0.03% 0.07% 518 -1,169 -25.11% Q4 2025 Jan 21, 2026
Argent Trust Co History Reduced 3,459 381 0.01% 0.03% 519 -5,213 -60.11% Q4 2025 Feb 10, 2026
1834 INVESTMENT ADVISORS CO History Reduced 3,423 377 0.05% 0.06% 520 -765 -18.27% Q4 2025 Jan 29, 2026
Probity Advisors, Inc. History No change 3,381 372 0.06% 0.06% 521 0 0.0% Q4 2025 Jan 27, 2026
Physician Wealth Solutions Inc. History No change 3,378 372 0.16% 0.16% 522 0 0.0% Q4 2025 Jan 12, 2026
Fortitude Advisory Group L.L.C. History No change 3,373 371 0.16% 0.2% 523 0 0.0% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History Reduced 3,270 360 0.04% 0.05% 524 -808 -19.81% Q4 2025 Jan 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History New 3,261 359 0.15% — 525 +3,261 New Q4 2025 Jan 09, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 3,250 357 0.01% 0.01% 527 +175 5.69% Q4 2025 Jan 12, 2026
M&T BANK CORP History Added to 3,250 357 0.0% 0.0% 526 +46 1.44% Q4 2025 Jan 30, 2026
Van Hulzen Asset Management, LLC History Added to 3,218 354 0.03% 0.02% 528 +398 14.11% Q4 2025 Feb 06, 2026
Strategic Financial Partners, Ltd. History Added to 3,197 352 0.15% 0.16% 529 +22 0.69% Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History Reduced 3,191 351 0.01% 0.01% 530 -268 -7.75% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History New 3,144 346 0.04% — 531 +3,144 New Q4 2025 Mar 03, 2026
Crane Advisory, LLC History Reduced 3,110 342 0.05% 0.06% 532 -186 -5.64% Q4 2025 Jan 15, 2026
Spartan Planning & Wealth Management History New 3,079 339 0.25% — 533 +3,079 New Q4 2025 Jan 08, 2026
RDA Financial Network History Reduced 3,044 335 0.08% 0.1% 534 -734 -19.43% Q4 2025 Jan 06, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,982 328 0.1% 0.14% 535 -739 -19.86% Q4 2025 Jan 07, 2026
Cairn Investment Group, Inc. History Reduced 2,975 328 0.16% 0.18% 536 -650 -17.93% Q4 2025 Feb 02, 2026
Financial Architects, LLC History Added to 2,985 328 0.18% 0.19% 537 +30 1.02% Q4 2025 Jan 21, 2026
Root Financial Partners, LLC History Reduced 2,967 326 0.02% 0.03% 538 -1,262 -29.84% Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History No change 2,954 325 0.02% 0.03% 539 0 0.0% Q4 2025 Jan 29, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 2,935 323 0.02% 0.02% 540 -151 -4.89% Q4 2025 Jan 23, 2026
OBSIDIAN CIO, LLC History Reduced 2,923 321 0.48% 0.6% 542 -38,716 -92.98% Q4 2025 Feb 18, 2026
Crabel Capital Management, LLC History New 2,923 321 0.24% — 541 +2,923 New Q4 2025 Feb 17, 2026
Clarity Financial LLC History Reduced 2,896 319 0.03% 0.03% 543 -63 -2.13% Q4 2025 Jan 28, 2026
Accredited Investors Inc. History Added to 2,889 318 0.02% 0.02% 544 +18 0.63% Q4 2025 Feb 05, 2026
JTC Employer Solutions Trustee Ltd History No change 2,882 317 0.02% 0.03% 545 0 0.0% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 2,850 314 0.02% 0.08% 546 -11,996 -80.8% Q4 2025 Jan 20, 2026
Vestcor Inc History No change 2,725 300 0.01% 0.01% 547 0 0.0% Q4 2025 Feb 11, 2026
NWAM LLC History Added to 2,700 298 0.02% 0.02% 548 +13 0.48% Q4 2025 Feb 04, 2026
Ballast Rock Private Wealth LLC History New 2,700 297 0.19% — 549 +2,700 New Q4 2025 Feb 04, 2026
FMR LLC History Reduced 2,646 291 0.0% 0.0% 550 -11,047 -80.68% Q4 2025 Feb 17, 2026
Virtus Family Office LLC History Reduced 2,642 291 0.25% 0.35% 551 -770 -22.57% Q4 2025 Feb 03, 2026
Almanack Investment Partners, LLC. History Added to 2,634 290 0.05% 0.04% 552 +500 23.43% Q4 2025 Jan 29, 2026
Cassaday & Co Wealth Management LLC History Added to 2,616 288 0.01% 0.01% 553 +50 1.95% Q4 2025 Feb 03, 2026
17 CAPITAL PARTNERS, LLC History Reduced 2,603 286 0.15% 0.31% 554 -2,521 -49.2% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History Added to 2,583 284 0.03% 0.03% 555 +51 2.01% Q4 2025 Jan 27, 2026
New Republic Capital, LLC History New 2,538 279 0.07% — 556 +2,538 New Q4 2025 Feb 10, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 2,519 277 0.03% — 557 +2,519 New Q4 2025 Jan 26, 2026
Omnitrust Wealth Management, Inc History New 2,506 276 0.35% — 558 +2,506 New Q4 2025 Feb 11, 2026
Cunning Capital Partners, LP History Reduced 2,500 275 0.13% 0.51% 559 -7,500 -75.0% Q4 2025 Feb 11, 2026
Trek Financial, LLC History Reduced 2,501 275 0.02% 0.02% 560 -400 -13.79% Q4 2025 Feb 04, 2026
KELLEHER FINANCIAL ADVISORS History Added to 2,487 273 0.06% 0.04% 561 +1,175 89.56% Q4 2025 Jan 20, 2026
Baker Ellis Asset Management LLC History Reduced 2,450 269 0.03% 0.06% 562 -2,000 -44.94% Q4 2025 Jan 21, 2026
Sugar Maple Asset Management, LLC History Reduced 2,443 269 0.18% 0.2% 564 -72 -2.86% Q4 2025 Jan 20, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,450 269 0.15% 0.15% 563 0 0.0% Q4 2025 Feb 18, 2026
CENTRAL TRUST Co History No change 2,434 268 0.01% 0.01% 565 0 0.0% Q4 2025 Feb 02, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 2,430 267 0.02% — 566 +2,430 New Q4 2025 Feb 10, 2026
Capital Investment Advisory Services, LLC History New 2,426 267 0.02% — 567 +2,426 New Q4 2025 Jan 21, 2026
Values First Advisors, Inc. History Reduced 2,410 265 0.14% 0.16% 568 -320 -11.72% Q4 2025 Jan 30, 2026
TUDOR INVESTMENT CORP ET AL History New 2,382 262 0.0% — 569 +2,382 New Q4 2025 Feb 17, 2026
RMR Wealth Builders History Reduced 2,385 262 0.02% 0.02% 570 -20 -0.83% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,377 261 0.0% 0.0% 571 0 0.0% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History Added to 2,366 260 0.2% 0.01% 572 +2,266 2266.0% Q4 2025 Feb 17, 2026
Summit Asset Management, LLC History New 2,355 259 0.04% — 573 +2,355 New Q4 2025 Feb 09, 2026
Turning Point Benefit Group, Inc. History Reduced 2,320 255 0.13% 0.96% 576 -12,059 -83.87% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 2,317 255 0.0% 0.0% 574 +1 0.04% Q4 2025 Feb 05, 2026
American Institute for Advanced Investment Management, LLP History No change 2,320 255 0.16% 0.17% 575 0 0.0% Q4 2025 Feb 04, 2026
Gladstone Institutional Advisory LLC History Reduced 2,306 254 0.01% 0.01% 577 -6 -0.26% Q4 2025 Feb 17, 2026
Tanager Wealth Management LLP History New 2,300 253 0.03% — 578 +2,300 New Q4 2025 Jan 26, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 2,270 250 0.0% — 579 +2,270 New Q4 2025 Feb 09, 2026
Charter Oak Capital Management, LLC History Added to 2,256 248 0.02% 0.02% 580 +4 0.18% Q4 2025 Jan 23, 2026
BridgePort Financial Solutions, LLC History Reduced 2,229 245 0.07% 0.07% 581 -10 -0.45% Q4 2025 Jan 16, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 2,220 244 0.01% 0.01% 582 +75 3.5% Q4 2025 Feb 04, 2026
Summit Wealth Partners, LLC History Reduced 2,215 243 0.04% 0.04% 583 -33 -1.47% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,191 241 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 05, 2026
PFG Advisors History Reduced 2,174 239 0.01% 0.01% 585 -626 -22.36% Q4 2025 Jan 27, 2026
Trueblood Wealth Management, LLC History Added to 2,173 239 0.09% 0.09% 586 +150 7.41% Q4 2025 Jan 21, 2026
EXCALIBUR MANAGEMENT CORP History New 2,160 237 0.09% — 587 +2,160 New Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Reduced 2,108 232 0.01% 0.02% 589 -760 -26.5% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 2,112 232 0.02% 0.02% 588 +192 10.0% Q4 2025 Jan 23, 2026
Daner Wealth Management, LLC History No change 2,100 231 0.14% 0.15% 590 0 0.0% Q4 2025 Feb 11, 2026
Wedmont Private Capital History No change 2,088 230 0.01% 0.01% 591 0 0.0% Q4 2025 Jan 08, 2026
Merited Wealth, LLC History New 2,068 227 0.21% — 592 +2,068 New Q4 2025 Mar 26, 2026
Independent Advisor Alliance History New 2,049 225 0.01% — 593 +2,049 New Q4 2025 Feb 04, 2026
GC Wealth Management RIA, LLC History Reduced 2,044 225 0.01% 0.01% 594 -8 -0.39% Q4 2025 Jan 30, 2026
A4 Wealth Advisors LLC History Reduced 2,042 224 0.19% 0.35% 595 -1,702 -45.46% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History New 2,026 223 0.02% — 596 +2,026 New Q4 2025 Jan 07, 2026
MGB Wealth Management, LLC History Reduced 2,011 221 0.06% 0.17% 597 -3,301 -62.14% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History No change 2,000 220 0.08% 0.08% 598 0 0.0% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 1,993 219 0.02% 0.05% 599 -2,559 -56.22% Q4 2025 Jan 28, 2026
WealthCare Investment Partners, LLC History Added to 1,964 216 0.06% 0.07% 600 +26 1.34% Q4 2025 Jan 06, 2026
Lauterbach Financial Advisors, LLC History Added to 1,932 212 0.1% 0.11% 601 +25 1.31% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Reduced 1,909 210 0.03% 0.04% 602 -604 -24.04% Q4 2025 Jan 08, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 1,902 209 0.01% — 603 +1,902 New Q4 2025 Feb 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,900 209 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 12, 2026
Pacific Center for Financial Services History No change 1,885 208 0.05% 0.05% 605 0 0.0% Q4 2025 Feb 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 1,888 207 0.1% — 606 +1,888 New Q4 2025 Feb 17, 2026
PINKERTON WEALTH, LLC History Reduced 1,854 204 0.02% 0.02% 607 -245 -11.67% Q4 2025 Feb 06, 2026
IFC & Insurance Marketing, Inc. History New 1,833 202 0.2% — 609 +1,833 New Q4 2025 Feb 12, 2026
Smith Salley Wealth Management History No change 1,840 202 0.01% 0.01% 608 0 0.0% Q4 2025 Jan 27, 2026
Sound Portfolio Advisors, LLC History New 1,825 201 0.17% — 610 +1,825 New Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Reduced 1,664 183 0.0% 0.0% 611 -659 -28.37% Q4 2025 Feb 13, 2026
Wealth Preservation Advisors, LLC History No change 1,643 180 0.09% 0.11% 612 0 0.0% Q4 2025 Feb 23, 2026
Investors Research Corp History Added to 1,623 178 0.03% 0.03% 613 +56 3.57% Q4 2025 Jan 06, 2026
Rossby Financial, LCC History Reduced 1,559 171 0.05% 0.07% 614 -325 -17.25% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,453 160 0.0% 0.0% 615 -1,256 -46.36% Q4 2025 Feb 10, 2026
Banque Cantonale Vaudoise History No change 1,196 132 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 06, 2026
Front Row Advisors LLC History No change 1,021 112 0.04% 0.04% 617 0 0.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Reduced 993 109 0.0% 0.12% 618 -37,869 -97.44% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 998 109 0.01% — 619 +998 New Q4 2025 Jan 27, 2026
Transamerica Financial Advisors, LLC History Added to 963 106 0.01% 0.01% 620 +98 11.33% Q4 2025 Feb 13, 2026
SouthState Bank Corp History Reduced 929 102 0.0% 0.01% 621 -423 -31.29% Q4 2025 Feb 11, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 922 101 0.07% — 622 +922 New Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 867 95 0.0% 0.0% 623 -4 -0.46% Q4 2025 Jan 28, 2026
Aventura Private Wealth, LLC History Reduced 850 93 0.03% 0.09% 625 -1,367 -61.66% Q4 2025 Jan 07, 2026
Anchor Investment Management, LLC History No change 846 93 0.01% 0.01% 624 0 0.0% Q4 2025 Feb 26, 2026
CIBC Private Wealth Group LLC History Added to 801 88 0.0% 0.0% 626 +5 0.63% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 775 85 0.01% — 627 +775 New Q4 2025 Jan 30, 2026
Beaird Harris Wealth Management, LLC History No change 723 79 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 23, 2026
Stone House Investment Management, LLC History Added to 663 73 0.01% 0.01% 629 +27 4.25% Q4 2025 Jan 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 638 70 0.0% — 630 +638 New Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 575 63 0.0% 0.0% 631 +565 5650.0% Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 526 57 0.03% 0.03% 632 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History No change 510 56 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 04, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 500 55 0.0% 0.0% 634 -160 -24.24% Q4 2025 Feb 17, 2026
Kingdom Financial Group LLC. History New 499 54 0.02% — 635 +499 New Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 483 53 0.0% 0.0% 636 -6,428 -93.01% Q4 2025 Feb 02, 2026
Planning Project LLC History New 490 53 0.01% — 637 +490 New Q4 2025 Feb 12, 2026
Noble Wealth Management PBC History Reduced 477 52 0.03% 0.03% 639 -32 -6.29% Q4 2025 Jan 05, 2026
Hoese & Co LLP History No change 480 52 0.04% 0.04% 638 0 0.0% Q4 2025 Jan 14, 2026
CERTUITY, LLC History No change 18,564 51 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 30, 2026
EPG Wealth Management LLC History No change 454 50 0.01% 0.01% 641 0 0.0% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Reduced 449 49 0.0% 0.0% 642 -58 -11.44% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History No change 453 49 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 13, 2026
Hamilton Point Investment Advisors, LLC History New 408 44 0.01% — 645 +408 New Q4 2025 Feb 12, 2026
Friedenthal Financial History Reduced 401 44 0.02% 0.03% 644 -147 -26.82% Q4 2025 Jan 27, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 402 44 0.01% 0.02% 646 -113 -21.94% Q4 2025 Jan 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 393 43 0.0% — 649 +393 New Q4 2025 Feb 03, 2026
SIMPLEX TRADING, LLC History Added to 397 43 0.0% 0.0% 648 +290 271.03% Q4 2025 Feb 11, 2026
FIL Ltd History Reduced 393 43 0.0% 0.0% 647 -22 -5.3% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 366 40 0.0% 0.0% 650 0 0.0% Q4 2025 Feb 10, 2026
LFA - Lugano Financial Advisors SA History New 356 39 0.02% — 651 +356 New Q4 2025 Jan 29, 2026
ALLIANZ SE History No change 349 38 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 320 35 0.03% — 653 +320 New Q4 2025 Feb 10, 2026
SOA Wealth Advisors, LLC. History Added to 306 33 0.01% 0.01% 654 +1 0.33% Q4 2025 Jan 20, 2026
Tidemark, LLC History No change 271 29 0.01% 0.01% 655 0 0.0% Q4 2025 Feb 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 243 26 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History New 213 23 0.0% — 657 +213 New Q4 2025 Feb 18, 2026
Ankerstar Wealth, LLC History New 183 20 0.02% — 658 +183 New Q4 2025 Feb 12, 2026
Networth Advisors, LLC History New 152 16 0.01% — 659 +152 New Q4 2025 Jan 22, 2026
SageView Advisory Group, LLC History New 145 15 0.0% — 660 +145 New Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History No change 145 15 0.01% 0.01% 661 0 0.0% Q4 2025 Feb 10, 2026
Asset Management One Co., Ltd. History No change 129 14 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 135 14 0.0% 0.01% 663 0 0.0% Q4 2025 Feb 09, 2026
CARDIFF PARK ADVISORS, LLC History No change 134 14 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 17, 2026
Quest 10 Wealth Builders, Inc. History Reduced 121 13 0.01% 0.1% 666 -854 -87.59% Q4 2025 Jan 29, 2026
Key FInancial Inc History No change 124 13 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 09, 2026
Bulwark Capital Corp History No change 119 13 0.01% 0.01% 667 0 0.0% Q4 2025 Jan 12, 2026
Measured Wealth Private Client Group, LLC History New 101 11 0.0% — 668 +101 New Q4 2025 Feb 10, 2026
WealthCollab, LLC History New 91 10 0.0% — 671 +91 New Q4 2025 Jan 27, 2026
Atlantic Private Wealth, LLC History Reduced 92 10 0.01% 0.01% 669 -89 -49.17% Q4 2025 Feb 11, 2026
Cape Investment Advisory, Inc. History Added to 97 10 0.0% 0.01% 670 +29 42.65% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History New 86 9 0.0% — 672 +86 New Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 64 7 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 26, 2026
Colonial Trust Advisors History No change 70 7 0.0% 0.0% 674 0 0.0% Q4 2025 Feb 12, 2026
Financial Gravity Asset Management, Inc. History No change 66 7 0.0% 0.0% 675 0 0.0% Q4 2025 Feb 13, 2026
Financial Network Wealth Advisors LLC History No change 72 7 0.01% 0.01% 676 0 0.0% Q4 2025 Feb 13, 2026
New Millennium Group LLC History Added to 47 5 0.0% — 678 +40 571.43% Q4 2025 Feb 06, 2026
Dogwood Wealth Management LLC History Added to 49 5 0.0% 0.0% 680 +26 113.04% Q4 2025 Feb 04, 2026
Physician Wealth Advisors, Inc. History No change 48 5 0.0% 0.0% 677 0 0.0% Q4 2025 Jan 29, 2026
Dunhill Financial, LLC History No change 54 5 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 39 4 0.0% 0.0% 681 0 0.0% Q4 2025 Feb 06, 2026
PMV Capital Advisers, LLC History New 35 3 0.01% — 684 +35 New Q4 2025 Jan 08, 2026
AMERIFLEX GROUP, INC. History New 35 3 0.0% — 685 +35 New Q4 2025 Feb 18, 2026
Pflug Koory, LLC History No change 35 3 0.0% 0.0% 682 0 0.0% Q4 2025 Jan 20, 2026
Integrity Financial Corp /WA History No change 29 3 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Reduced 12 1 0.0% 0.0% 687 -40 -76.92% Q4 2025 Jan 16, 2026
Park Square Financial Group, LLC History Reduced 14 1 0.01% 0.0% 690 -3 -17.65% Q4 2025 Feb 05, 2026
PayPay Securities Corp History Added to 11 1 0.03% — 688 +2 22.22% Q4 2025 Jan 26, 2026
HFM Investment Advisors, LLC History Added to 17 1 0.0% 0.0% 691 +1 6.25% Q4 2025 Feb 05, 2026
Addison Advisors LLC History No change 15 1 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 06, 2026
Breakwater Investment Management History No change 10 1 0.0% 0.0% 689 0 0.0% Q4 2025 Feb 02, 2026
SG Americas Securities, LLC History Closed out 0 0 — 0.09% — -252,175 -100.0% Q3 2025 Oct 23, 2025
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.07% — -223,814 -100.0% Q3 2025 Nov 12, 2025
GM Advisory Group, LLC History Closed out 0 0 — 0.69% — -146,445 -100.0% Q3 2025 Nov 19, 2025
Penserra Capital Management LLC History Closed out 0 0 — 0.13% — -101,497 -100.0% Q3 2025 Nov 04, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -84,594 -100.0% Q3 2025 Nov 14, 2025
Kraft, Davis & Associates, LLC History Closed out 0 0 — 2.21% — -82,346 -100.0% Q3 2025 Nov 05, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -64,118 -100.0% Q3 2025 Nov 14, 2025
BURLING WEALTH PARTNERS, LLC History Closed out 0 0 — 1.12% — -61,073 -100.0% Q3 2025 Nov 07, 2025
Vident Advisory, LLC History Closed out 0 0 — 0.04% — -39,852 -100.0% Q3 2025 Nov 14, 2025
Hershey Financial Advisers, LLC History Closed out 0 0 — 3.23% — -34,146 -100.0% Q3 2025 Nov 17, 2025
First Heartland Consultants, Inc. History Closed out 0 0 — 0.2% — -22,930 -100.0% Q3 2025 Nov 10, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.02% — -16,094 -100.0% Q3 2025 Nov 14, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.09% — -10,364 -100.0% Q3 2025 Nov 12, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.14% — -10,351 -100.0% Q3 2025 Oct 31, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.0% — -9,864 -100.0% Q3 2025 Nov 14, 2025
Callan Family Office, LLC History Closed out 0 0 — 0.03% — -8,752 -100.0% Q3 2025 Nov 04, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.13% — -7,871 -100.0% Q3 2025 Nov 14, 2025
ARS Wealth Advisors Group, LLC History Closed out 0 0 — 0.09% — -7,821 -100.0% Q3 2025 Oct 06, 2025
CABANA LLC History Closed out 0 0 — 5.01% — -7,417 -100.0% Q3 2025 Oct 15, 2025
B.O.S.S. Retirement Advisors, LLC History Closed out 0 0 — 0.18% — -6,986 -100.0% Q3 2025 Nov 05, 2025
Waterloo Capital, L.P. History Closed out 0 0 — 0.05% — -6,600 -100.0% Q3 2025 Nov 05, 2025
Burford Brothers, Inc. History Closed out 0 0 — 0.3% — -6,269 -100.0% Q3 2025 Oct 23, 2025
Forvis Mazars Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -5,825 -100.0% Q3 2025 Oct 30, 2025
ROCKLAND TRUST CO History Closed out 0 0 — 0.02% — -5,124 -100.0% Q3 2025 Nov 06, 2025
Capital Group Private Client Services, Inc. History Closed out 0 0 — 0.01% — -5,000 -100.0% Q3 2025 Nov 13, 2025
Vestwell Advisors, LLC History Closed out 0 0 — 0.19% — -4,817 -100.0% Q3 2025 Dec 05, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -4,170 -100.0% Q3 2025 Oct 14, 2025
Madison Asset Management, LLC History Closed out 0 0 — 0.0% — -3,748 -100.0% Q3 2025 Nov 06, 2025
DRIVE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -3,696 -100.0% Q3 2025 Oct 31, 2025
Summa Corp. History Closed out 0 0 — 0.17% — -3,450 -100.0% Q3 2025 Oct 27, 2025
Prostatis Group LLC History Closed out 0 0 — 0.09% — -3,287 -100.0% Q3 2025 Nov 04, 2025
Sovran Advisors, LLC History Closed out 0 0 — 0.03% — -3,227 -100.0% Q3 2025 Oct 31, 2025
SIGNATUREFD, LLC History Closed out 0 0 — 0.01% — -3,182 -100.0% Q3 2025 Oct 21, 2025
Beverly Hills Private Wealth, LLC History Closed out 0 0 — 0.06% — -3,012 -100.0% Q3 2025 Nov 10, 2025
HANOVER ADVISORS INC History Closed out 0 0 — 0.13% — -2,993 -100.0% Q3 2025 Nov 06, 2025
Slagle Financial, LLC History Closed out 0 0 — 0.12% — -2,986 -100.0% Q3 2025 Nov 06, 2025
J HAGAN CAPITAL, INC. History Closed out 0 0 — 0.19% — -2,798 -100.0% Q3 2025 Nov 13, 2025
HOWARD BAILEY SECURITIES, LLC History Closed out 0 0 — 0.08% — -2,464 -100.0% Q3 2025 Feb 27, 2026
Union Bancaire Privee, UBP SA History Closed out 0 0 — 0.0% — -2,360 -100.0% Q3 2025 Oct 07, 2025
Quantinno Capital Management LP History Closed out 0 0 — 0.0% — -2,303 -100.0% Q3 2025 Nov 14, 2025
Planned Solutions, Inc. History Closed out 0 0 — 0.09% — -2,280 -100.0% Q3 2025 Oct 23, 2025
StrongBox Wealth, LLC History Closed out 0 0 — 0.08% — -2,246 -100.0% Q3 2025 Oct 07, 2025
Integrated Capital Management, LLC History Closed out 0 0 — 0.1% — -2,139 -100.0% Q3 2025 Nov 13, 2025
Stonebridge Financial Group, LLC History Closed out 0 0 — 0.02% — -2,134 -100.0% Q3 2025 Oct 20, 2025
Golden State Equity Partners History Closed out 0 0 — 0.04% — -2,069 -100.0% Q3 2025 Oct 21, 2025
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -1,889 -100.0% Q3 2025 Nov 12, 2025
HOWARD FINANCIAL SERVICES, LTD. History Closed out 0 0 — 0.03% — -1,876 -100.0% Q3 2025 Oct 23, 2025
Beckerman Institutional, LLC History Closed out 0 0 — 0.12% — -1,834 -100.0% Q3 2025 Nov 06, 2025
Moors & Cabot, Inc. History Closed out 0 0 — 0.01% — -1,823 -100.0% Q3 2025 Nov 14, 2025
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Closed out 0 0 — 0.13% — -1,815 -100.0% Q3 2025 Oct 23, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.07% — -1,183 -100.0% Q3 2025 Jan 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Closed out 0 0 — 0.0% — -793 -100.0% Q3 2025 Nov 07, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -235 -100.0% Q3 2025 Nov 14, 2025
Richard W. Paul & Associates, LLC History Closed out 0 0 — 0.01% — -164 -100.0% Q3 2025 Nov 13, 2025
SYM FINANCIAL Corp History Closed out 0 0 — 0.0% — -110 -100.0% Q3 2025 Nov 03, 2025
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2025 Oct 22, 2025
Raleigh Capital Management Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 04, 2025
Global Wealth Strategies & Associates History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Oct 02, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 21, 2025
Caitlin John, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2025 Nov 12, 2025
BLUELINE ADVISORS LLC History New 7 0 — — — +7 New Q4 2025 Feb 10, 2026
Lloyd Advisory Services, LLC. History New 5 0 — — — +5 New Q4 2025 Feb 06, 2026
HM PAYSON & CO History New 3 0 — — — +3 New Q4 2025 Feb 12, 2026
Rakuten Securities, Inc. History Reduced 1 0 — — — -3 -75.0% Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History Reduced 7 0 — 0.0% — -2 -22.22% Q4 2025 Jan 21, 2026
Russell Investments Group, Ltd. History New 1 0 — — — +1 New Q4 2025 Feb 17, 2026
Founders Capital Management History New 1 0 — — — +1 New Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 10, 2025
WOLFF WIESE MAGANA LLC History No change 3 0 — — — 0 0.0% Q4 2025 Jan 14, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2 0 — — — 0 0.0% Q4 2025 Jan 22, 2026