VanEck ETF Trust - SMH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 243 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 12,850,070 4,627,695 0.53% 0.39% 1 +2,416,055 23.16% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 12,174,182 4,384,288 0.32% 0.48% 2 -9,336,082 -43.4% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 10,416,863 3,751,424 0.56% 0.42% 3 +1,910,063 22.45% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 9,695,000 3,491,460 0.53% 0.45% 4 +603,252 6.64% Q4 2025 Feb 12, 2026
Belvedere Trading LLC History Added to 4,010,900 1,444,445 1.55% 1.4% 5 +283,300 7.6% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 941,634 1,120,657 0.51% 0.64% 6 -522,508 -35.69% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 3,068,504 1,105,060 0.14% 0.07% 7 +1,418,831 86.01% Q4 2025 Mar 25, 2026
LPL Financial LLC History Added to 2,710,875 976,267 0.27% 0.23% 8 +305,960 12.72% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 2,657,540 957,060 0.06% 0.05% 9 +121,815 4.8% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 2,596,119 934,940 0.15% 0.13% 10 +62,768 2.48% Q4 2025 Jan 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,332,173 839,885 1.07% 0.67% 11 +703,993 43.24% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 2,288,505 824,159 0.88% 0.14% 12 +1,859,205 433.08% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 2,285,666 823,136 1.53% 1.26% 13 -357,275 -13.52% Q4 2025 Mar 12, 2026
CITIGROUP INC History Added to 2,213,349 797,093 0.35% 0.3% 14 +137,945 6.65% Q4 2025 Feb 13, 2026
Apollo Management Holdings, L.P. History New 2,200,000 792,286 6.48% 15 +2,200,000 New Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 2,122,800 764,483 0.7% 0.8% 16 -297,400 -12.29% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,943,372 699,866 0.29% 0.21% 17 +423,373 27.85% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History Reduced 1,579,100 568,681 1.12% 0.79% 18 -23,066 -1.44% Q4 2025 Feb 17, 2026
PointState Capital LP History New 1,380,000 496,979 7.32% 19 +1,380,000 New Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 1,198,897 431,759 3.74% 1.36% 20 +735,425 158.68% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Reduced 1,107,724 398,925 0.03% 0.02% 21 -103,029 -8.51% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Added to 1,003,612 361,430 0.09% 0.01% 22 +812,800 425.97% Q4 2025 Feb 13, 2026
Capula Management Ltd History Added to 1,002,644 361,082 1.81% 1.58% 23 +29,869 3.07% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 917,263 330,333 0.05% 24 +917,263 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 898,185 323,463 0.06% 0.06% 25 -10,538 -1.16% Q4 2025 Feb 13, 2026
OAKTREE CAPITAL MANAGEMENT LP History New 865,000 311,512 4.43% 26 +865,000 New Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 771,825 277,957 3.21% 2.4% 27 +215,536 38.75% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 745,768 268,562 0.31% 0.04% 28 +671,673 906.5% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 640,000 230,483 1.11% 1.33% 29 -219,335 -25.52% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 636,751 229,313 0.32% 0.01% 30 +611,251 2397.06% Q4 2025 Feb 17, 2026
Saudi Central Bank History No change 602,006 216,800 8.1% 7.47% 31 0 0.0% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 582,636 209,824 0.39% 651.83% 32 +152,440 35.44% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 567,016 204,199 0.06% 0.05% 33 +63,705 12.66% Q4 2025 Feb 18, 2026
BANK OF NOVA SCOTIA History Reduced 558,217 201,030 0.3% 0.44% 34 -196,890 -26.07% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 557,700 200,844 0.29% 0.29% 35 -25,126 -4.31% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 555,800 200,160 0.22% 0.02% 36 +520,800 1488.0% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 548,017 197,357 0.12% 0.11% 37 +21,488 4.08% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 535,482 192,843 0.06% 0.03% 38 +252,711 89.37% Q4 2025 Feb 10, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Reduced 514,280 185,207 0.87% 0.95% 39 -61,720 -10.72% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 494,813 178,196 0.19% 0.18% 40 +17,698 3.71% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 450,000 162,058 0.27% 0.47% 41 -350,000 -43.75% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 438,137 157,878 0.04% 0.03% 42 +103,964 31.11% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 414,400 149,237 0.41% 0.45% 43 -112,900 -21.41% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 403,452 145,296 1.25% 0.82% 44 +169,737 72.63% Q4 2025 Jan 28, 2026
RiverFront Investment Group, LLC History Added to 399,345 143,816 2.37% 0.66% 45 +285,117 249.6% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 338,536 121,917 0.22% 0.18% 46 +51,092 17.77% Q4 2025 Mar 16, 2026
Cavalier Investments, LLC History Added to 306,732 110,463 5.68% 9.3% 47 +255,298 496.36% Q4 2025 Feb 13, 2026
SOROS FUND MANAGEMENT LLC History Reduced 290,000 104,437 1.21% 1.62% 48 -57,500 -16.55% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 281,329 101,413 0.15% 0.12% 49 +8,237 3.02% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 280,608 101,055 0.25% 0.24% 50 +8,128 2.98% Q4 2025 Feb 13, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 275,000 99,036 0.64% 0.44% 51 +100,000 57.14% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 269,157 96,931 0.13% 0.11% 52 +15,760 6.22% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 209,848 75,573 0.2% 0.19% 53 -84 -0.04% Q4 2025 Feb 05, 2026
Portfolio Strategies, Inc. History Reduced 207,260 74,620 8.64% 8.17% 54 -8,208 -3.81% Q4 2025 Jan 27, 2026
Diversified Enterprises, LLC History Reduced 177,986 64,098 3.81% 3.95% 55 -1,784 -0.99% Q4 2025 Jan 28, 2026
Moss Adams Wealth Advisors LLC History Reduced 177,432 63,898 4.63% 4.56% 56 -1,743 -0.97% Q4 2025 Jan 26, 2026
Polymer Capital Management (HK) LTD History Added to 169,700 61,114 8.69% 0.08% 57 +168,000 9882.35% Q4 2025 Feb 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 162,168 58,401 4.49% 2.46% 58 +72,265 80.38% Q4 2025 Feb 03, 2026
FIL Ltd History Reduced 161,023 57,989 0.04% 0.05% 59 -17,241 -9.67% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 157,199 56,612 0.03% 0.03% 60 +22,564 16.76% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 156,354 56,308 0.02% 0.02% 61 -6,354 -3.91% Q4 2025 Feb 09, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History New 150,000 54,019 1.12% 62 +150,000 New Q4 2025 Feb 17, 2026
Cornerstone Advisors, LLC History New 138,925 50,031 1.67% 63 +138,925 New Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 134,100 48,293 0.05% 0.03% 64 +40,100 42.66% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 133,609 48,136 0.04% 0.04% 65 -1,357 -1.01% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 124,696 44,435 0.5% 0.64% 66 +783 0.63% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Added to 115,984 41,696 0.2% 0.18% 67 +3,972 3.55% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 114,194 41,124 0.0% 0.0% 68 +1,157 1.02% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 112,899 40,663 0.07% 0.02% 69 +83,213 280.31% Q4 2025 Feb 05, 2026
ADAPT Investment Managers SA History Added to 109,241 39,340 0.29% 0.11% 70 +74,807 217.25% Q4 2025 Feb 17, 2026
J.Safra Asset Management Corp History Added to 109,174 39,316 2.06% 2.1% 71 +3,265 3.08% Q4 2025 Feb 11, 2026
DV Trading LLC History New 104,124 37,498 1.06% 72 +104,124 New Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 104,035 37,466 0.04% 0.04% 73 +9,135 9.63% Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 101,511 36,557 2.38% 2.23% 74 0 0.0% Q4 2025 Feb 11, 2026
Hel Ved Capital Management Ltd History New 101,500 36,553 9.82% 75 +101,500 New Q4 2025 Feb 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History New 100,828 36,162 0.99% 76 +100,828 New Q4 2025 Feb 11, 2026
Gemsstock Ltd. History Added to 99,800 35,940 4.53% 3.7% 77 +44,700 81.13% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History New 97,700 35,184 0.04% 78 +97,700 New Q4 2025 Feb 11, 2026
Miller Investment Management, LP History Reduced 96,645 34,804 3.4% 3.84% 79 -20,544 -17.53% Q4 2025 Feb 11, 2026
Rezny Wealth Management, Inc. History Added to 95,596 34,427 6.94% 6.3% 80 +3,065 3.31% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Added to 95,212 34,288 0.39% 0.24% 81 +51,524 117.94% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Reduced 95,095 34,246 0.01% 0.02% 82 -33,578 -26.1% Q4 2025 Feb 12, 2026
Dai-ichi Life Insurance Company, Ltd History New 94,112 33,892 0.87% 83 +94,112 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 93,804 33,781 0.08% 0.07% 84 +2,294 2.51% Q4 2025 Jan 30, 2026
PRUDENTIAL PLC History New 93,590 33,704 0.27% 85 +93,590 New Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Added to 90,747 32,680 0.1% 0.07% 86 +35,938 65.57% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 90,322 32,528 0.07% 0.05% 87 +21,539 31.31% Q4 2025 Feb 11, 2026
Round Rock Advisors LLC History Reduced 88,265 31,786 4.78% 4.65% 88 -1,681 -1.87% Q4 2025 Apr 07, 2026
CIBC WORLD MARKET INC. History Added to 86,221 31,050 0.05% 0.05% 89 +4,620 5.66% Q4 2025 Feb 10, 2026
Kraft, Davis & Associates, LLC History Added to 79,271 31,026 6.95% 6.51% 90 +1,433 1.84% Q4 2025 Jan 14, 2026
Yarbrough Capital, LLC History No change 81,148 29,223 0.91% 0.82% 91 0 0.0% Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History Reduced 79,724 28,710 0.12% 0.12% 92 -2,592 -3.15% Q4 2025 Feb 13, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 77,668 27,970 2.03% 1.87% 93 +399 0.52% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History New 77,626 27,955 0.02% 94 +77,626 New Q4 2025 Feb 11, 2026
Polar Asset Management Partners Inc. History New 76,500 27,549 0.35% 95 +76,500 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 76,171 27,431 0.0% 0.0% 96 +3,253 4.46% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History No change 82,000 26,761 0.1% 0.08% 97 0 0.0% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 72,486 26,104 0.38% 0.35% 98 +1,412 1.99% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 71,907 25,895 0.1% 0.17% 99 -54,139 -42.95% Q4 2025 Feb 13, 2026
Kozak & Associates, Inc. History Reduced 66,090 25,723 4.97% 4.45% 100 -255 -0.38% Q4 2025 Jan 12, 2026
WESPAC Advisors SoCal, LLC History Added to 70,504 25,390 5.12% 4.52% 101 +2,251 3.3% Q4 2025 Jan 07, 2026
AGAVE CAPITAL MANAGEMENT Ltd History New 68,949 25,003 4.18% 102 +68,949 New Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 68,726 24,750 0.09% 0.1% 103 +2,217 3.33% Q4 2025 Feb 18, 2026
Pine Ridge Advisers LLC History No change 68,165 24,548 1.46% 1.32% 104 0 0.0% Q4 2025 Feb 17, 2026
Main Management ETF Advisors, LLC History Reduced 67,846 24,433 0.87% 5.41% 105 -379,781 -84.84% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 67,795 24,415 0.17% 0.15% 106 +5,592 8.99% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 66,592 23,981 0.49% 0.48% 107 +1,112 1.7% Q4 2025 Feb 09, 2026
RWQ Financial Management Services, Inc. History New 66,200 23,840 10.96% 108 +66,200 New Q4 2025 Feb 02, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 63,200 22,760 3.18% 109 +63,200 New Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History Reduced 63,066 22,706 0.14% 0.15% 110 -5,531 -8.06% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 62,474 22,498 0.05% 0.03% 111 +12,467 24.93% Q4 2025 Jan 23, 2026
OLD MISSION CAPITAL LLC History Added to 260,317 22,305 0.51% 0.05% 112 +252,359 3171.14% Q4 2025 Feb 17, 2026
SIG BROKERAGE, LP History Added to 61,339 22,090 0.69% 0.24% 113 +35,839 140.55% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 65,110 21,667 0.06% 0.07% 114 +282 0.43% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 59,038 21,261 0.09% 0.08% 115 +2,337 4.12% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 58,702 21,140 1.19% 1.23% 116 -6,470 -9.93% Q4 2025 Feb 06, 2026
GM Advisory Group, LLC History Added to 57,423 20,679 0.81% 0.51% 117 +20,413 55.16% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 57,040 20,543 0.34% 0.32% 118 -455 -0.79% Q4 2025 Feb 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 56,361 20,297 0.12% 119 +56,361 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 56,124 20,211 0.02% 0.02% 120 +2,416 4.5% Q4 2025 Feb 06, 2026
Mason & Associates Inc History Added to 55,067 19,831 3.73% 3.36% 121 +3,917 7.66% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 54,499 19,626 0.28% 0.18% 122 +19,207 54.42% Q4 2025 Feb 09, 2026
Baird Financial Group, Inc. History Added to 54,480 19,619 0.03% 0.03% 123 +257 0.47% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 54,318 19,561 1.16% 0.13% 124 +46,635 606.99% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 54,262 19,541 0.11% 0.1% 125 +1,279 2.41% Q4 2025 Feb 12, 2026
Valence8 US LP History Added to 53,133 19,134 5.67% 4.35% 126 +14,247 36.64% Q4 2025 Feb 09, 2026
Orion Porfolio Solutions, LLC History Reduced 52,733 18,990 0.14% 0.14% 127 -1,008 -1.88% Q4 2025 Feb 12, 2026
MIG Capital, LLC History No change 52,336 18,847 3.2% 2.48% 128 0 0.0% Q4 2025 Feb 17, 2026
Bouchey Financial Group Ltd History New 50,823 18,302 1.37% 129 +50,823 New Q4 2025 Jan 16, 2026
AVALON CAPITAL MANAGEMENT History Added to 50,002 18,007 4.31% 3.3% 130 +8,743 21.19% Q4 2025 Feb 11, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Reduced 50,000 18,006 2.14% 2.84% 131 -20,000 -28.57% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 49,998 18,006 0.15% 0.12% 132 +1,113 2.28% Q4 2025 Jan 05, 2026
ALTFEST L J & CO INC History Reduced 49,333 17,766 1.94% 1.85% 133 -1,432 -2.82% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Added to 48,217 17,364 2.7% 2.2% 134 +3,035 6.72% Q4 2025 Jan 21, 2026
Apollon Wealth Management, LLC History Added to 47,977 17,278 0.3% 0.27% 135 +1,356 2.91% Q4 2025 Jan 22, 2026
Rothschild Capital Partners, LLC History Reduced 47,844 17,230 4.05% 4.21% 136 -6,768 -12.39% Q4 2025 Feb 17, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 46,821 16,861 6.14% 6.55% 137 -11 -0.02% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 46,447 16,727 1.09% 1.06% 138 -1,335 -2.79% Q4 2025 Jan 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 45,446 16,366 0.31% 0.27% 139 +4,040 9.76% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 45,004 16,344 0.11% 0.06% 140 +20,720 85.32% Q4 2025 Feb 17, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 45,027 16,215 1.27% 1.2% 141 -720 -1.57% Q4 2025 Jan 14, 2026
Fiduciary Planning LLC History Reduced 43,439 15,643 4.75% 4.47% 142 -1,321 -2.95% Q4 2025 Jan 22, 2026
&PARTNERS History Added to 42,829 15,430 0.08% 0.01% 143 +35,989 526.15% Q4 2025 Feb 17, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 42,229 15,207 1.48% 0.34% 144 +32,229 322.29% Q4 2025 Feb 13, 2026
Creative Planning History Added to 41,292 14,870 0.01% 0.01% 145 +211 0.51% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 40,834 14,705 0.12% 0.13% 146 -1,485 -3.51% Q4 2025 Jan 26, 2026
Woodline Partners LP History Added to 40,767 14,681 0.06% 0.05% 147 +10,888 36.44% Q4 2025 Feb 17, 2026
Horizon Wealth Management, LLC History Added to 40,707 14,659 2.28% 1.71% 148 +5,016 14.05% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History Reduced 40,367 14,537 0.53% 0.55% 149 -3,273 -7.5% Q4 2025 Jan 21, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 40,148 14,458 1.22% 1.19% 150 -965 -2.35% Q4 2025 Feb 09, 2026
University of Illinois Foundation History No change 39,502 14,225 4.89% 4.55% 151 0 0.0% Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 38,939 14,023 0.52% 0.52% 152 +1,312 3.49% Q4 2025 Feb 13, 2026
Ring Mountain Capital, LLC History Added to 35,017 14,020 7.19% 6.07% 153 +1,418 4.22% Q4 2025 Jan 27, 2026
Jackson Wealth Management, LLC History Added to 38,323 13,801 1.34% 1.24% 154 +432 1.14% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Added to 37,978 13,676 0.33% 0.29% 155 +1,342 3.66% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 35,073 13,594 0.02% 0.02% 156 +2,670 8.24% Q4 2025 Jan 08, 2026
World Investment Advisors History Added to 37,608 13,543 0.22% 0.25% 157 +524 1.41% Q4 2025 Mar 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 37,456 13,489 0.19% 0.11% 158 +15,311 69.14% Q4 2025 Feb 17, 2026
Black Swift Group, LLC History Added to 37,074 13,351 2.23% 2.07% 159 +1,143 3.18% Q4 2025 Feb 10, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 36,861 13,274 2.61% 2.46% 160 0 0.0% Q4 2025 Feb 11, 2026
Joseph P. Lucia & Associates, LLC History Reduced 36,598 13,180 4.75% 4.57% 161 -545 -1.47% Q4 2025 Jan 28, 2026
Plotkin Financial Advisors, LLC History Added to 36,550 13,162 6.42% 5.83% 162 +391 1.08% Q4 2025 Feb 19, 2026
Csenge Advisory Group History Added to 36,133 13,012 0.59% 0.52% 163 +2,987 9.01% Q4 2025 Feb 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 35,900 12,928 0.03% 0.23% 164 -344,404 -90.56% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Added to 35,814 12,896 0.14% 0.14% 165 +110 0.31% Q4 2025 Feb 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 35,613 12,825 0.42% 0.36% 166 +3,803 11.96% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 35,610 12,824 0.02% 0.02% 167 -5,015 -12.34% Q4 2025 Feb 02, 2026
MFA WEALTH ADVISORS, LLC History Reduced 35,531 12,795 2.7% 2.59% 168 -832 -2.29% Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Added to 35,178 12,668 0.07% 0.04% 169 +2,772 8.55% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Reduced 34,528 12,434 0.27% 0.28% 170 -1,694 -4.68% Q4 2025 Feb 02, 2026
Rye Brook Capital LLC History Reduced 33,525 12,074 11.28% 6.1% 171 -2,400 -6.68% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 33,295 11,990 0.31% 0.29% 172 -837 -2.45% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Added to 33,177 11,948 0.18% 0.18% 173 +367 1.12% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 32,481 11,697 0.03% 0.02% 174 +11,973 58.38% Q4 2025 Jan 26, 2026
TCP Asset Management, LLC History Reduced 32,366 11,655 1.96% 1.96% 175 -1,257 -3.74% Q4 2025 Jan 07, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 31,776 11,443 0.3% 0.33% 176 -5,540 -14.85% Q4 2025 Jan 23, 2026
Tamar Securities, LLC History Added to 31,219 11,243 1.19% 1.14% 177 +524 1.71% Q4 2025 Feb 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 30,825 11,101 0.84% 0.8% 178 -1,060 -3.32% Q4 2025 Jan 27, 2026
Oasis Advisors, LLC History New 30,648 11,037 5.85% 179 +30,648 New Q4 2025 Apr 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 29,833 10,743 0.17% 0.16% 180 -328 -1.09% Q4 2025 Jan 13, 2026
Concentrum Wealth Management History Reduced 28,904 10,409 2.91% 2.74% 181 -217 -0.75% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Added to 28,869 10,396 0.18% 0.2% 182 +1,119 4.03% Q4 2025 Feb 06, 2026
KWMG, LLC History Reduced 28,577 10,291 0.89% 0.86% 183 -1,497 -4.98% Q4 2025 Jan 16, 2026
EP Wealth Advisors, LLC History New 28,539 10,277 0.05% 184 +28,539 New Q4 2025 Feb 18, 2026
ARP Global Capital Ltd History New 28,452 10,246 3.09% 185 +28,452 New Q4 2025 Mar 12, 2026
Wealthcare Advisory Partners LLC History Added to 28,133 10,131 0.2% 0.18% 186 +932 3.43% Q4 2025 Jan 14, 2026
IAM Advisory, LLC History Reduced 27,153 9,778 2.17% 2.05% 187 -769 -2.75% Q4 2025 Jan 07, 2026
NWAM LLC History Reduced 25,713 9,758 0.55% 0.47% 188 -121 -0.47% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 26,441 9,522 0.25% 0.23% 189 +1,047 4.12% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Added to 26,382 9,500 2.51% 0.05% 190 +25,810 4512.24% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 26,327 9,480 0.44% 0.33% 191 +5,722 27.77% Q4 2025 Feb 13, 2026
Madrona Financial Services, LLC History Reduced 26,261 9,457 2.02% 1.93% 192 -581 -2.16% Q4 2025 Jan 22, 2026
Hudock, Inc. History Added to 25,962 9,349 1.38% 1.28% 193 +127 0.49% Q4 2025 Feb 12, 2026
Twin Tree Management, LP History Reduced 25,640 9,233 0.08% 0.35% 194 -229,472 -89.95% Q4 2025 Feb 11, 2026
Cornerstone Wealth Management, LLC History Added to 25,330 9,121 0.47% 0.41% 195 +2,641 11.64% Q4 2025 Feb 05, 2026
Perkins Coie Trust Co History Added to 25,315 9,116 1.7% 1.55% 196 +115 0.46% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 25,273 9,101 0.01% 0.01% 197 +1,847 7.88% Q4 2025 Feb 18, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 25,273 9,101 0.57% 0.54% 198 +488 1.97% Q4 2025 Jan 21, 2026
LMR Partners LLP History Reduced 25,218 9,081 0.02% 0.05% 199 -6,429 -20.31% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 25,207 9,077 0.1% 0.1% 200 +224 0.9% Q4 2025 Jan 20, 2026
Cresset Asset Management, LLC History Added to 25,176 9,066 0.04% 0.03% 201 +2,938 13.21% Q4 2025 Feb 17, 2026
Caption Management, LLC History New 25,000 9,003 0.06% 202 +25,000 New Q4 2025 Feb 17, 2026
AJ Advisors, LLC History Reduced 24,601 8,859 3.27% 3.34% 203 -380 -1.52% Q4 2025 Jan 21, 2026
Advisory Services Network, LLC History Added to 24,428 8,797 0.12% 0.07% 204 +8,985 58.18% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History New 24,195 8,713 0.75% 205 +24,195 New Q4 2025 Jan 26, 2026
BLAIR WILLIAM & CO/IL History Reduced 23,891 8,603 0.02% 0.02% 206 -2,658 -10.01% Q4 2025 Feb 17, 2026
Retirement Management Systems Inc. History New 23,847 8,588 2.2% 207 +23,847 New Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 23,720 8,542 0.07% 0.08% 208 -624 -2.56% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 23,622 8,506 0.11% 0.09% 209 +2,326 10.92% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Added to 22,130 8,441 0.23% 0.2% 210 +720 3.36% Q4 2025 Jan 30, 2026
URS Advisory LLC History New 23,303 8,392 6.97% 211 +23,303 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 23,231 8,366 0.2% 212 +23,231 New Q4 2025 Feb 17, 2026
WT Wealth Management History Reduced 23,135 8,331 2.4% 2.5% 213 -3,455 -12.99% Q4 2025 Feb 02, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 23,023 8,291 0.02% 0.02% 214 +1,331 6.14% Q4 2025 Feb 05, 2026
RH Tailwind Management, LLC History New 23,000 8,282 1.32% 215 +23,000 New Q4 2025 Feb 13, 2026
KICKSTAND VENTURES, LLC. History Reduced 22,975 8,273 1.74% 1.86% 216 -2,889 -11.17% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Reduced 22,729 8,185 0.05% 0.1% 217 -23,710 -51.06% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 22,679 8,167 0.02% 0.01% 218 +8,091 55.46% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 32,641 8,145 0.2% 0.2% 219 +805 2.53% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 22,398 8,066 0.2% 0.21% 220 -3,132 -12.27% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History Reduced 21,945 7,903 0.08% 0.69% 221 -158,001 -87.8% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Reduced 21,813 7,855 0.91% 1.28% 222 -990 -4.34% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 21,800 7,850 0.21% 4.83% 223 -785,818 -97.3% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Added to 21,481 7,735 0.05% 0.04% 224 +410 1.95% Q4 2025 Jan 29, 2026
Integrated Wealth Concepts LLC History Reduced 21,305 7,672 0.09% 0.08% 225 -7,234 -25.35% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 21,084 7,593 0.09% 0.07% 226 +1,525 7.8% Q4 2025 Feb 05, 2026
PFG Advisors History Reduced 20,937 7,539 0.37% 0.32% 227 -3,094 -12.88% Q4 2025 Jan 27, 2026
KCM INVESTMENT ADVISORS LLC History Added to 20,711 7,458 0.24% 0.17% 228 +4,349 26.58% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Added to 20,636 7,431 0.25% 0.02% 229 +19,318 1465.71% Q4 2025 Feb 13, 2026
StoneCrest Wealth Management, Inc. History Added to 20,140 7,253 2.93% 2.72% 230 +1,105 5.81% Q4 2025 Jan 16, 2026
Wealth Quarterback LLC History Reduced 19,845 7,146 2.57% 2.56% 231 -467 -2.3% Q4 2025 Jan 15, 2026
Belpointe Asset Management LLC History Added to 19,813 7,135 0.26% 0.17% 232 +5,961 43.03% Q4 2025 Jan 27, 2026
Y.D. More Investments Ltd History Added to 19,813 7,135 0.34% 0.34% 233 +1,450 7.9% Q4 2025 Jan 21, 2026
Spire Wealth Management History Added to 19,576 7,050 0.24% 0.19% 234 +2,824 16.86% Q4 2025 Jan 14, 2026
Galvin, Gaustad & Stein, LLC History New 19,472 7,012 0.55% 235 +19,472 New Q4 2025 Jan 23, 2026
Waterloo Capital, L.P. History Reduced 19,432 6,998 0.5% 0.49% 236 -945 -4.64% Q4 2025 Feb 10, 2026
Cooper Capital Advisors LLC History Added to 19,405 6,988 4.4% 4.06% 237 +124 0.64% Q4 2025 Feb 12, 2026
Financial Freedom, LLC History Reduced 19,201 6,914 3.43% 3.21% 238 -545 -2.76% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 19,072 6,868 0.32% 0.26% 239 +2,086 12.28% Q4 2025 Feb 17, 2026
Aragon Global Management, LP History No change 18,600 6,698 2.03% 1.87% 240 0 0.0% Q4 2025 Feb 17, 2026
Ayalon Insurance Comp Ltd. History No change 18,501 6,663 1.62% 1.53% 241 0 0.0% Q4 2025 Jan 12, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 18,465 6,649 0.37% 0.27% 242 +4,958 36.71% Q4 2025 Feb 04, 2026
Bay Rivers Group History Reduced 18,362 6,612 2.67% 2.55% 243 -202 -1.09% Q4 2025 Jan 07, 2026
Crown Wealth Group, LLC History Reduced 18,310 6,593 1.84% 2.4% 244 -6,200 -25.3% Q4 2025 Jan 28, 2026
LOWERY THOMAS, LLC History Added to 18,003 6,483 3.66% 3.38% 245 +83 0.46% Q4 2025 Jan 26, 2026
Richmond Investment Services, LLC History Added to 17,819 6,421 1.11% 0.9% 246 +3,037 20.55% Q4 2025 Feb 12, 2026
Institute for Wealth Management, LLC. History Reduced 17,818 6,416 0.68% 0.62% 247 -446 -2.44% Q4 2025 Jan 27, 2026
HBW ADVISORY SERVICES LLC History Added to 17,798 6,409 0.7% 0.55% 248 +2,913 19.57% Q4 2025 Jan 23, 2026
INTERCAPITAL, LLC History New 17,500 6,301 2.22% 249 +17,500 New Q4 2025 Feb 13, 2026
Main Management LLC History Reduced 17,409 6,270 0.45% 3.95% 250 -147,948 -89.47% Q4 2025 Feb 10, 2026
Legacy Financial Strategies, LLC History Added to 17,380 6,259 1.11% 0.83% 251 +3,271 23.18% Q4 2025 Jan 23, 2026
Hudson Bay Capital Management LP History Reduced 17,280 6,223 0.02% 1.18% 252 -1,067,062 -98.41% Q4 2025 Feb 13, 2026
FRG Family Wealth Advisors LLC History Added to 17,196 6,192 0.96% 0.78% 253 +2,296 15.41% Q4 2025 Jan 21, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 17,145 6,174 2.12% 1.97% 254 +775 4.73% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Reduced 17,122 6,166 0.04% 0.05% 255 -1,199 -6.54% Q4 2025 Feb 18, 2026
Center for Wealth Management Advisory History New 17,107 6,160 4.54% 256 +17,107 New Q4 2025 Apr 10, 2026
MEANS INVESTMENT CO., INC. History Added to 17,050 6,140 0.52% 0.43% 257 +1,783 11.68% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Added to 16,510 5,945 0.02% 0.01% 258 +7,079 75.06% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 16,496 5,940 0.71% 0.65% 259 -268 -1.6% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 16,399 5,906 0.17% 0.15% 260 +1,968 13.64% Q4 2025 Feb 12, 2026
VAN ECK ASSOCIATES CORP History Added to 15,916 5,732 0.0% 0.0% 261 +7,367 86.17% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Added to 15,765 5,677 0.21% 0.09% 262 +11,350 257.08% Q4 2025 Feb 04, 2026
SCS Capital Management LLC History Reduced 15,497 5,580 0.06% 0.06% 263 -1,098 -6.62% Q4 2025 Feb 10, 2026
SFI Advisors, LLC History Reduced 15,450 5,564 3.57% 3.25% 264 -178 -1.14% Q4 2025 Feb 11, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 15,324 5,518 2.88% 265 +15,324 New Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 15,260 5,495 0.1% 0.06% 266 +5,618 58.27% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 15,147 5,454 0.08% 0.07% 267 -1,368 -8.28% Q4 2025 Feb 02, 2026
Milestones Private Investment Advisors LLC History Reduced 15,055 5,421 3.73% 4.2% 268 -3,785 -20.09% Q4 2025 Jan 26, 2026
Power Alpha Investment Ltd History New 15,000 5,401 0.56% 269 +15,000 New Q4 2025 Jan 23, 2026
NRI Wealth Management LC History Added to 14,903 5,367 2.74% 2.44% 270 +928 6.64% Q4 2025 Jan 22, 2026
Diversify Advisory Services, LLC History Reduced 13,258 5,308 0.17% 0.17% 271 -300 -2.21% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Added to 14,650 5,275 0.18% 0.16% 272 +326 2.28% Q4 2025 Feb 06, 2026
Pachira Investments Inc. History Added to 14,580 5,250 2.56% 1.59% 273 +5,917 68.3% Q4 2025 Feb 02, 2026
Castle Rock Wealth Management, LLC History Added to 13,318 5,227 1.13% 0.96% 274 +454 3.53% Q4 2025 Feb 05, 2026
CENTAURUS FINANCIAL, INC. History Reduced 14,508 5,225 0.24% 0.23% 275 -358 -2.41% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History New 14,455 5,205 0.01% 276 +14,455 New Q4 2025 Feb 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 14,437 5,199 0.55% 0.51% 277 +6 0.04% Q4 2025 Jan 20, 2026
Vontobel Holding Ltd. History Reduced 14,364 5,172 0.02% 0.02% 278 -6,155 -30.0% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 14,192 5,111 0.06% 0.06% 279 +107 0.76% Q4 2025 Feb 10, 2026
Polymer Capital Management (US) LLC History Added to 14,000 5,041 0.53% 0.17% 280 +9,000 180.0% Q4 2025 Feb 17, 2026
TruWealth Advisors, LLC History Added to 13,869 4,994 0.24% 0.22% 281 +312 2.3% Q4 2025 Jan 07, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 13,740 4,948 1.35% 1.37% 282 -649 -4.51% Q4 2025 Jan 26, 2026
Western Wealth Management, LLC History Added to 13,725 4,942 0.23% 0.22% 283 +1,186 9.46% Q4 2025 Feb 05, 2026
Destination Wealth Management History Added to 13,315 4,795 0.13% 0.12% 284 +79 0.6% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 13,257 4,774 0.05% 0.05% 285 +2,807 26.86% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 13,230 4,764 0.05% 0.06% 286 -2,974 -18.35% Q4 2025 Jan 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 13,181 4,746 0.06% 0.06% 287 -129 -0.97% Q4 2025 Feb 05, 2026
STEPHENS INC /AR/ History Reduced 13,148 4,735 0.06% 0.06% 288 -2,161 -14.12% Q4 2025 Feb 05, 2026
HALL CAPITAL MANAGEMENT CO INC History Reduced 13,127 4,727 1.82% 1.69% 289 -25 -0.19% Q4 2025 Feb 17, 2026
Wellington Shields Capital Management, LLC History Reduced 13,095 4,715 0.69% 0.65% 290 -55 -0.42% Q4 2025 Feb 09, 2026
Aft, Forsyth & Sober, LLC History No change 13,000 4,681 1.42% 1.32% 291 0 0.0% Q4 2025 Feb 13, 2026
Alexis Investment Partners, LLC History Added to 12,754 4,625 1.72% 0.35% 292 +248 1.98% Q4 2025 Jan 29, 2026
Krilogy Financial LLC History Reduced 11,587 4,621 0.16% 0.16% 293 -635 -5.2% Q4 2025 Jan 27, 2026
Urban Wealth Management, LLC History New 12,635 4,550 4.23% 294 +12,635 New Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Added to 12,635 4,550 0.11% 0.1% 295 +489 4.03% Q4 2025 Jan 29, 2026
VMS Asset Management Limited History New 12,625 4,546 1.75% 296 +12,625 New Q4 2025 Feb 11, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 12,341 4,444 2.76% 3.17% 297 -2,700 -17.95% Q4 2025 Feb 13, 2026
Odyssey Capital Advisors, Inc. History New 12,304 4,430 3.94% 298 +12,304 New Q4 2025 Feb 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 12,247 4,410 0.21% 0.23% 299 +534 4.56% Q4 2025 Jan 28, 2026
Headlands Technologies LLC History Added to 12,123 4,365 0.36% 0.18% 300 +5,404 80.43% Q4 2025 Feb 13, 2026
BLVD Private Wealth, LLC History Reduced 12,105 4,359 3.79% 3.51% 301 -431 -3.44% Q4 2025 Jan 27, 2026
McGuire Investment Group, LLC History Reduced 12,093 4,355 0.47% 0.49% 302 -1,267 -9.48% Q4 2025 Jan 26, 2026
ARS Investment Partners, LLC History Reduced 12,064 4,344 0.25% 0.26% 303 -220 -1.79% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 12,057 4,342 0.3% 0.19% 304 +3,340 38.32% Q4 2025 Feb 03, 2026
Nikulski Financial, Inc. History Added to 12,020 4,328 1.03% 0.32% 305 +8,137 209.55% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Added to 11,993 4,319 0.34% 0.28% 306 +1,775 17.37% Q4 2025 Feb 04, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Reduced 11,990 4,318 1.53% 1.43% 307 -91 -0.75% Q4 2025 Jan 16, 2026
Meridian Wealth Management, LLC History Added to 11,967 4,309 0.15% 0.1% 308 +3,679 44.39% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History Added to 11,816 4,255 0.2% 0.06% 309 +9,790 483.22% Q4 2025 Feb 17, 2026
Guardian Capital, LLC History New 11,800 4,249 3.8% 310 +11,800 New Q4 2025 Feb 05, 2026
CWM, LLC History Added to 11,699 4,213 0.01% 0.01% 311 +1,488 14.57% Q4 2025 Jan 26, 2026
Union Bancaire Privee, UBP SA History Added to 14,245 4,198 0.05% 0.01% 312 +12,765 862.5% Q4 2025 Jan 05, 2026
Edgestream Partners, L.P. History Added to 11,597 4,176 0.12% 0.1% 313 +1,274 12.34% Q4 2025 Feb 13, 2026
PCG Wealth Advisors, LLC History Added to 11,306 4,071 1.15% 1.03% 314 +479 4.42% Q4 2025 Feb 05, 2026
5th Street Advisors, LLC History Reduced 11,250 4,051 1.89% 1.86% 315 -260 -2.26% Q4 2025 Jan 30, 2026
Cannon Advisors, Inc. History Reduced 10,239 3,976 2.8% 2.58% 316 -899 -8.07% Q4 2025 Jan 15, 2026
Kera Capital Partners, Inc. History Added to 9,850 3,974 0.49% 0.48% 318 +135 1.39% Q4 2025 Feb 23, 2026
One Capital Management, LLC History Added to 11,036 3,974 0.12% 0.11% 317 +31 0.28% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 10,914 3,930 0.0% 0.0% 319 +6,786 164.39% Q4 2025 Feb 17, 2026
MADDEN SECURITIES Corp History No change 10,889 3,921 1.2% 1.09% 320 0 0.0% Q4 2025 Feb 04, 2026
Telos Capital Management, Inc. History Added to 10,834 3,901 0.36% 0.34% 321 +101 0.94% Q4 2025 Jan 22, 2026
Perigon Wealth Management, LLC History Added to 10,801 3,889 0.07% 0.06% 323 +2,335 27.58% Q4 2025 Jan 16, 2026
Graham Capital Management, L.P. History Added to 10,800 3,889 0.09% 0.05% 322 +1,299 13.67% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History Added to 10,780 3,882 0.21% 0.19% 324 +341 3.27% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Added to 10,778 3,881 0.09% 0.08% 325 +1,229 12.87% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 10,711 3,857 0.0% 0.0% 326 +2,000 22.96% Q4 2025 Feb 06, 2026
HSBC HOLDINGS PLC History Reduced 10,555 3,816 0.0% 0.0% 327 -5,273 -33.31% Q4 2025 Mar 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 10,573 3,806 0.0% 0.0% 328 +373 3.66% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 10,549 3,799 0.16% 0.03% 329 +8,084 327.95% Q4 2025 Feb 17, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 10,450 3,763 1.12% 1.07% 330 +74 0.71% Q4 2025 Jan 26, 2026
Westside Investment Management, Inc. History Added to 10,395 3,749 0.6% 0.54% 331 +55 0.53% Q4 2025 Jan 23, 2026
COMERICA BANK History Added to 10,364 3,732 0.01% 0.01% 332 +700 7.24% Q4 2025 Jan 29, 2026
Able Wealth Management LLC History Added to 10,303 3,710 1.17% 1.2% 333 +497 5.07% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 10,267 3,697 0.23% 0.23% 334 -268 -2.54% Q4 2025 Feb 06, 2026
PW Nova Financial Services LLC History New 9,736 3,635 1.38% 335 +9,736 New Q4 2025 Apr 09, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 9,982 3,594 0.13% 0.18% 336 -1,749 -14.91% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 9,884 3,563 0.01% 0.01% 337 +133 1.36% Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 9,885 3,560 0.17% 0.12% 338 +1,673 20.37% Q4 2025 Jan 21, 2026
NWF Advisory Services Inc. History Added to 9,822 3,537 0.39% 0.11% 339 +6,817 226.86% Q4 2025 Mar 03, 2026
Sage Mountain Advisors LLC History Reduced 9,739 3,507 0.19% 0.19% 340 -397 -3.92% Q4 2025 Jan 23, 2026
Jefferies Financial Group Inc. History Reduced 9,732 3,504 0.02% 0.04% 341 -13,307 -57.76% Q4 2025 Feb 09, 2026
VALLEY NATIONAL ADVISERS INC History Added to 9,675 3,484 0.48% 0.45% 342 +686 7.63% Q4 2025 Jan 23, 2026
Kaizen Financial Strategies History Added to 23,228 3,476 1.53% 1.51% 343 +13,705 143.91% Q4 2025 Jan 21, 2026
Apollon Financial, LLC History Added to 9,628 3,467 0.5% 0.41% 344 +2,138 28.54% Q4 2025 Jan 22, 2026
IFG Advisory, LLC History Added to 9,613 3,461 0.15% 0.09% 345 +3,509 57.49% Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History Added to 9,559 3,442 0.52% 0.4% 346 +2,165 29.28% Q4 2025 Jan 08, 2026
Estate Planners Group, LLC History New 9,496 3,419 1.48% 347 +9,496 New Q4 2025 Apr 07, 2026
Mezzasalma Advisors, LLC History Added to 15,159 3,379 0.81% 0.75% 348 +6,130 67.89% Q4 2025 Jan 21, 2026
Ciovacco Capital Management LLC History Reduced 9,380 3,378 1.69% 1.56% 349 -149 -1.56% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Added to 9,341 3,364 0.09% 0.08% 350 +1,090 13.21% Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Added to 9,326 3,358 0.49% 0.43% 351 +470 5.31% Q4 2025 Feb 10, 2026
Paragon Advisors, LLC History Reduced 9,105 3,279 0.89% 1.08% 352 -3,685 -28.81% Q4 2025 Jan 12, 2026
Snider Financial Group History Added to 9,013 3,245 0.86% 0.79% 353 +95 1.07% Q4 2025 Jan 21, 2026
SG Americas Securities, LLC History Reduced 8,990 3,238 0.0% 0.03% 354 -20,192 -69.19% Q4 2025 Jan 09, 2026
CoreCap Advisors, LLC History Reduced 8,980 3,233 0.11% 0.12% 355 -1,392 -13.42% Q4 2025 Jan 13, 2026
Claro Advisors Inc. History Added to 8,945 3,221 0.44% 0.39% 356 +664 8.02% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 8,920 3,212 0.04% 0.04% 357 +1,275 16.68% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Added to 8,510 3,176 0.01% 0.0% 358 +4,778 128.03% Q4 2025 Jan 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 8,708 3,135 0.22% 0.21% 359 -502 -5.45% Q4 2025 Feb 12, 2026
WealthBridge Investment Counsel Inc. History No change 8,675 3,124 0.94% 0.87% 360 0 0.0% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 8,670 3,122 0.06% 0.07% 361 +30 0.35% Q4 2025 Feb 13, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 8,603 3,098 0.81% 0.51% 362 +3,060 55.2% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 8,588 3,092 0.0% 0.0% 363 -1,827 -17.54% Q4 2025 Feb 17, 2026
Three Magnolias Financial Advisors, LLC History Added to 8,495 3,059 1.9% 1.71% 364 +98 1.17% Q4 2025 Jan 20, 2026
Arcataur Capital Management LLC History Reduced 8,408 3,027 0.87% 0.82% 365 -108 -1.27% Q4 2025 Jan 27, 2026
Garden State Investment Advisory Services LLC History Added to 8,392 3,022 0.67% 0.5% 366 +1,518 22.08% Q4 2025 Feb 17, 2026
Peak Planning Group, LLC History New 8,350 3,007 0.84% 367 +8,350 New Q4 2025 Feb 13, 2026
Ignite Planners, LLC History Added to 7,362 2,970 0.45% 0.36% 368 +698 10.47% Q4 2025 Feb 06, 2026
SeaCrest Wealth Management, LLC History Added to 7,707 2,967 0.3% 0.26% 369 +503 6.98% Q4 2025 Jan 12, 2026
Titiun Yejiel History New 8,214 2,958 3.55% 370 +8,214 New Q4 2025 Apr 10, 2026
Shay Capital LLC History Reduced 8,087 2,912 0.3% 0.23% 371 -105 -1.28% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 8,003 2,907 0.04% 0.03% 372 +358 4.68% Q4 2025 Jan 23, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 2,882 1.22% 1.08% 374 -8,065 -100.0% Q3 2025 Nov 14, 2025
HBK Sorce Advisory LLC History Added to 7,176 2,882 0.07% 0.05% 373 +1,346 23.09% Q4 2025 Feb 09, 2026
SUMMIT SECURITIES GROUP LLC History New 8,000 2,881 0.38% 375 +8,000 New Q4 2025 Feb 17, 2026
WBI INVESTMENTS, LLC History Added to 7,941 2,859 0.75% 0.44% 376 +2,700 51.52% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 7,785 2,803 0.02% 0.01% 377 +5,038 183.4% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 7,778 2,801 0.02% 0.01% 378 +991 14.6% Q4 2025 Feb 13, 2026
Concord Wealth Partners History Reduced 7,753 2,792 0.36% 0.36% 379 -185 -2.33% Q4 2025 Jan 29, 2026
Symphony Financial Services, Inc. History Added to 7,743 2,788 1.43% 1.35% 380 +76 0.99% Q4 2025 Feb 12, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 7,448 2,780 2.63% 2.12% 381 -1,484 -16.61% Q4 2025 Jan 13, 2026
PFG Investments, LLC History Reduced 7,715 2,778 0.13% 0.21% 382 -4,540 -37.05% Q4 2025 Jan 26, 2026
Concord Asset Management, LLC/VA History Reduced 7,685 2,767 0.48% 0.47% 383 -247 -3.11% Q4 2025 Jan 29, 2026
FLOW TRADERS U.S. LLC History New 7,598 2,736 0.09% 384 +7,598 New Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 7,519 2,707 0.06% 0.03% 385 +4,116 120.95% Q4 2025 Feb 05, 2026
Ulysses Management LLC History New 7,500 2,700 0.5% 386 +7,500 New Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 7,397 2,664 0.05% 0.06% 387 -1,033 -12.25% Q4 2025 Feb 03, 2026
Future Financial Wealth Managment LLC History Reduced 6,810 2,658 1.79% 1.55% 388 -722 -9.59% Q4 2025 Jan 21, 2026
StoneX Group Inc. History Reduced 7,374 2,656 0.12% 0.14% 389 -2,401 -24.56% Q4 2025 Feb 12, 2026
SteelPeak Wealth, LLC History Reduced 7,335 2,641 0.09% 0.09% 390 -836 -10.23% Q4 2025 Jan 20, 2026
Delos Wealth Advisors, LLC History Reduced 7,316 2,634 1.74% 1.64% 391 -127 -1.71% Q4 2025 Feb 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 7,263 2,615 0.71% 0.65% 392 +775 11.95% Q4 2025 Feb 10, 2026
Bluesphere Advisors LLC History Added to 7,157 2,577 1.14% 1.06% 393 +65 0.92% Q4 2025 Jan 21, 2026
Schear Investment Advisers, LLC History No change 7,027 2,530 1.09% 1.02% 394 0 0.0% Q4 2025 Jan 28, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History Reduced 7,022 2,528 5.81% 7.43% 395 -1,026 -12.75% Q4 2025 Feb 12, 2026
Candelo Capital Management LP History New 7,000 2,520 2.25% 396 +7,000 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 6,843 2,481 0.03% 397 +6,843 New Q4 2025 Feb 17, 2026
TSFG, LLC History Reduced 6,822 2,457 0.37% 0.42% 398 -1,363 -16.65% Q4 2025 Feb 04, 2026
Carnegie Investment Counsel History Added to 6,807 2,451 0.05% 0.04% 399 +97 1.45% Q4 2025 Jan 23, 2026
EHP Funds Inc. History Reduced 6,800 2,448 5.61% 8.87% 400 -24,000 -77.92% Q4 2025 Feb 12, 2026
Regal Investment Advisors LLC History Reduced 6,759 2,434 0.15% 0.21% 401 -3,087 -31.35% Q4 2025 Feb 17, 2026
Joel Isaacson & Co., LLC History Added to 6,748 2,429 0.08% 0.08% 402 +17 0.25% Q4 2025 Jan 30, 2026
Tactive Advisors, LLC History Added to 6,738 2,426 0.71% 0.62% 403 +11 0.16% Q4 2025 Jan 09, 2026
HB Wealth Management, LLC History Added to 6,691 2,409 0.02% 0.01% 404 +4 0.06% Q4 2025 Jan 28, 2026
Corient Private Wealth LLC History Added to 167,913 2,393 0.0% 0.0% 405 +162,089 2783.12% Q4 2025 Mar 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 6,644 2,392 0.14% 0.12% 406 +464 7.51% Q4 2025 Feb 10, 2026
Beaumont Financial Advisors, LLC History Added to 6,630 2,387 0.16% 0.14% 407 +142 2.19% Q4 2025 Jan 16, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 6,568 2,365 0.57% 0.53% 408 -141 -2.1% Q4 2025 Jan 29, 2026
Cassady Wealth & Retirement Planning, LLC History New 6,533 2,352 1.53% 409 +6,533 New Q4 2025 Apr 02, 2026
GC Wealth Management RIA, LLC History Reduced 6,506 2,343 0.09% 0.08% 410 -835 -11.37% Q4 2025 Jan 30, 2026
KLINGENSTEIN FIELDS & CO LP History No change 6,486 2,335 0.09% 0.08% 411 0 0.0% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 6,443 2,320 0.14% 0.09% 412 +1,462 29.35% Q4 2025 Jan 20, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 6,428 2,315 0.08% 0.07% 413 +410 6.81% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 6,333 2,280 0.66% 0.46% 414 +2,090 49.26% Q4 2025 Feb 11, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 6,307 2,271 0.41% 0.37% 415 -111 -1.73% Q4 2025 Jan 14, 2026
CHEMUNG CANAL TRUST CO History Added to 6,244 2,248 0.45% 0.36% 416 +780 14.28% Q4 2025 Jan 14, 2026
Mascagni Wealth Management, Inc. History Added to 6,203 2,233 1.66% 1.54% 417 +95 1.56% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Added to 6,197 2,232 0.14% 0.12% 418 +337 5.75% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 6,104 2,198 0.17% 0.17% 419 +379 6.62% Q4 2025 Jan 13, 2026
FLAGSTAR ADVISORS INC History Added to 5,910 2,128 0.71% 0.35% 420 +2,396 68.18% Q4 2025 Jan 13, 2026
Allworth Financial LP History New 5,891 2,121 0.01% 421 +5,891 New Q4 2025 Feb 05, 2026
Accurate Wealth Management, LLC History Added to 5,411 2,106 0.27% 0.17% 422 +1,675 44.83% Q4 2025 Jan 14, 2026
GREENWOOD GEARHART INC History No change 5,813 2,093 0.12% 0.11% 423 0 0.0% Q4 2025 Feb 04, 2026
Piscataqua Savings Bank History Reduced 5,810 2,092 1.47% 1.48% 424 -18 -0.31% Q4 2025 Jan 16, 2026
Apex Wealth Management, LLC History Added to 5,158 2,065 2.1% 1.18% 425 +83 1.64% Q4 2025 Jan 26, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 5,713 2,057 0.76% 0.68% 426 +4 0.07% Q4 2025 Jan 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 5,711 2,056 0.0% 427 +5,711 New Q4 2025 Feb 13, 2026
Wisconsin Wealth Advisors, LLC History Reduced 5,692 2,049 2.01% 1.78% 428 -36 -0.63% Q4 2025 Jan 07, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 5,663 2,039 0.62% 1.59% 429 -8,098 -58.85% Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Added to 5,640 2,030 0.15% 0.13% 430 +425 8.15% Q4 2025 Jan 07, 2026
Bright Futures Wealth Management, LLC. History Reduced 5,628 2,026 1.5% 1.51% 431 -299 -5.04% Q4 2025 Feb 05, 2026
Asset One Wealth Management LLC History New 4,931 2,011 0.28% 432 +4,931 New Q4 2025 Feb 17, 2026
Banco BTG Pactual S.A. History New 1,000 2,000 0.34% 433 +1,000 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 5,547 1,997 0.02% 0.01% 434 +502 9.95% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 5,506 1,983 0.17% 0.15% 435 +418 8.22% Q4 2025 Jan 26, 2026
Osbon Capital Management LLC History New 5,448 1,961 1.83% 436 +5,448 New Q4 2025 Mar 16, 2026
OpenArc Corporate Advisory, LLC History New 5,394 1,942 0.03% 437 +5,394 New Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Reduced 5,348 1,925 0.03% 0.02% 438 -789 -12.86% Q4 2025 Feb 18, 2026
Calamos Wealth Management LLC History Added to 5,338 1,922 0.07% 0.06% 439 +585 12.31% Q4 2025 Jan 29, 2026
Grantvest Financial Group LLC History Reduced 5,331 1,919 1.23% 1.25% 440 -221 -3.98% Q4 2025 Feb 02, 2026
Composition Wealth, LLC History Added to 5,299 1,908 0.03% 0.03% 441 +8 0.15% Q4 2025 Feb 02, 2026
Integrated Advisors Network LLC History Added to 5,208 1,875 0.08% 0.01% 442 +4,505 640.83% Q4 2025 Feb 17, 2026
Providence First Trust Co History Reduced 5,168 1,861 0.64% 0.64% 443 -496 -8.76% Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Added to 5,140 1,851 0.0% 0.0% 444 +379 7.96% Q4 2025 Jan 30, 2026
Independent Advisor Alliance History Reduced 5,133 1,848 0.04% 0.05% 445 -819 -13.76% Q4 2025 Feb 04, 2026
Copia Wealth Management History Reduced 5,099 1,836 1.31% 1.33% 447 -374 -6.83% Q4 2025 Feb 06, 2026
MGB Wealth Management, LLC History Reduced 5,090 1,836 0.53% 0.49% 446 -268 -5.0% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 5,085 1,831 0.0% 0.0% 448 +806 18.84% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,084 1,830 0.03% 0.03% 449 +32 0.63% Q4 2025 Jan 23, 2026
Carmel Capital Management L.L.C. History No change 5,062 1,822 0.55% 0.5% 450 0 0.0% Q4 2025 Jan 28, 2026
Clarus Wealth Advisors History Reduced 4,632 1,813 0.75% 0.73% 451 -242 -4.97% Q4 2025 Jan 14, 2026
DEARBORN PARTNERS LLC History No change 5,034 1,812 0.09% 0.08% 452 0 0.0% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History Reduced 5,004 1,802 0.18% 0.23% 453 -186 -3.58% Q4 2025 Jan 12, 2026
CIBC WORLD MARKETS CORP History New 5,000 1,800 0.01% 454 +5,000 New Q4 2025 Feb 12, 2026
BTG Pactual Asset Management US LLC History Added to 5,000 1,800 0.18% 0.02% 455 +3,999 399.5% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 4,997 1,799 0.01% 0.01% 456 -1,070 -17.64% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 4,936 1,777 0.0% 0.0% 457 +88 1.82% Q4 2025 Feb 10, 2026
Wedmont Private Capital History Added to 4,598 1,770 0.06% 0.05% 458 +329 7.71% Q4 2025 Jan 08, 2026
Gotham Asset Management, LLC History Added to 4,876 1,755 0.01% 0.0% 459 +1,537 46.03% Q4 2025 Feb 17, 2026
New Insight Wealth Advisors History Reduced 4,874 1,755 0.63% 0.63% 460 -233 -4.56% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 4,813 1,733 0.03% 461 +4,813 New Q4 2025 Jan 28, 2026
Cheviot Value Management, LLC History No change 4,100 1,708 0.17% 0.16% 462 0 0.0% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 4,740 1,707 0.06% 0.06% 463 +23 0.49% Q4 2025 Feb 02, 2026
Sovran Advisors, LLC History Added to 4,256 1,687 0.14% 0.11% 464 +862 25.4% Q4 2025 Jan 20, 2026
KERR FINANCIAL PLANNING Corp History Added to 4,640 1,685 2.28% 1.13% 465 +2,323 100.26% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 4,674 1,684 0.01% 466 +4,674 New Q4 2025 Feb 18, 2026
Harbour Wealth Management Group, Inc. History New 4,641 1,671 1.31% 467 +4,641 New Q4 2025 Feb 19, 2026
Aptus Capital Advisors, LLC History Added to 4,639 1,670 0.01% 0.01% 468 +2,053 79.39% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History New 4,634 1,668 0.01% 469 +4,634 New Q4 2025 Feb 17, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 4,624 1,665 0.47% 0.47% 470 0 0.0% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 4,611 1,660 0.01% 0.01% 471 -7 -0.15% Q4 2025 Feb 11, 2026
KINTRA WEALTH, LLC History New 4,548 1,637 0.23% 472 +4,548 New Q4 2025 Feb 18, 2026
Founders Financial Alliance, LLC History Added to 4,532 1,632 0.31% 0.27% 473 +106 2.39% Q4 2025 Feb 12, 2026
Regency Capital Management Inc.\DE History Reduced 4,530 1,631 0.68% 0.82% 474 -775 -14.61% Q4 2025 Feb 11, 2026
Foguth Wealth Management, LLC. History New 4,348 1,623 0.25% 475 +4,348 New Q4 2025 Jan 05, 2026
First Heartland Consultants, Inc. History Added to 4,496 1,618 0.12% 0.11% 476 +267 6.31% Q4 2025 Jan 09, 2026
Virtue Capital Management, LLC History Added to 4,292 1,602 0.25% 0.04% 477 +3,345 353.22% Q4 2025 Feb 18, 2026
LM Advisors LLC History Reduced 574 1,595 0.03% 0.07% 478 -825 -58.97% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History New 4,427 1,594 0.34% 479 +4,427 New Q4 2025 Feb 17, 2026
Teucrium Investment Advisors, LLC History New 4,417 1,590 1.75% 480 +4,417 New Q4 2025 Feb 17, 2026
Darden Wealth Group Inc History Added to 4,405 1,586 0.77% 0.62% 481 +742 20.26% Q4 2025 Feb 09, 2026
Carter Financial Group, INC. History Added to 4,310 1,552 0.92% 0.78% 482 +333 8.37% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,294 1,546 0.01% 0.01% 483 +131 3.15% Q4 2025 Feb 12, 2026
Inspire Advisors, LLC History Added to 4,291 1,545 0.14% 0.13% 484 +204 4.99% Q4 2025 Feb 13, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 4,257 1,533 0.48% 0.37% 485 -540 -11.26% Q4 2025 Feb 02, 2026
SFMG, LLC History Added to 4,255 1,532 0.1% 0.1% 486 +38 0.9% Q4 2025 Feb 10, 2026
ACORN CREEK CAPITAL LLC History Reduced 4,242 1,527 0.55% 0.58% 488 -492 -10.39% Q4 2025 Feb 02, 2026
Sterling Investment Advisors, Ltd. History Reduced 4,241 1,527 0.28% 0.28% 487 -144 -3.28% Q4 2025 Feb 09, 2026
PGIM Custom Harvest LLC History Added to 4,219 1,519 0.02% 0.02% 489 +193 4.79% Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Added to 4,198 1,511 0.5% 0.44% 490 +146 3.6% Q4 2025 Jan 08, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 4,181 1,505 0.26% 0.26% 491 -505 -10.78% Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 4,167 1,500 0.03% 0.02% 492 +581 16.2% Q4 2025 Feb 06, 2026
Apriem Advisors History Added to 4,167 1,500 0.14% 0.13% 493 +2 0.05% Q4 2025 Feb 13, 2026
Fox Hill Wealth Management History Added to 4,164 1,499 0.7% 0.64% 494 +4 0.1% Q4 2025 Feb 12, 2026
Kesler, Norman & Wride, LLC History Reduced 4,146 1,493 0.26% 0.21% 495 -300 -6.75% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 4,103 1,477 0.12% 0.1% 496 +279 7.3% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Reduced 4,097 1,475 0.03% 0.03% 497 -17 -0.41% Q4 2025 Jan 13, 2026
Avior Wealth Management, LLC History Added to 4,070 1,465 0.05% 0.04% 498 +63 1.57% Q4 2025 Jan 06, 2026
American Institute for Advanced Investment Management, LLP History Added to 4,047 1,462 0.94% 0.85% 499 +53 1.33% Q4 2025 Feb 04, 2026
SWS Partners History Reduced 4,053 1,459 0.35% 0.35% 500 -395 -8.88% Q4 2025 Jan 16, 2026
UNIQUE WEALTH, LLC History Added to 4,046 1,457 0.2% 0.17% 501 +486 13.65% Q4 2025 Jan 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 4,044 1,456 0.32% 0.33% 502 -105 -2.53% Q4 2025 Jan 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 4,007 1,443 0.01% 0.0% 503 +3,165 375.89% Q4 2025 Feb 06, 2026
Bramshill Investments, LLC History Added to 4,000 1,440 0.08% 0.08% 504 +500 14.29% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Reduced 3,993 1,437 0.03% 0.77% 505 -96,007 -96.01% Q4 2025 Feb 13, 2026
Box Hill Private Wealth LLC History New 3,987 1,435 1.45% 506 +3,987 New Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 3,951 1,422 0.05% 0.04% 507 -541 -12.04% Q4 2025 Jan 09, 2026
Keating Financial Advisory Services, Inc. History New 3,918 1,410 0.19% 508 +3,918 New Q4 2025 Feb 09, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,897 1,403 0.39% 0.56% 509 -4,053 -50.98% Q4 2025 Feb 12, 2026
Keystone Global Partners, LLC History New 3,892 1,401 0.62% 510 +3,892 New Q4 2025 Jan 14, 2026
Golden State Equity Partners History No change 3,870 1,393 0.22% 0.21% 511 0 0.0% Q4 2025 Jan 29, 2026
Global Financial Private Client, LLC History Reduced 3,809 1,371 0.48% 0.46% 512 -138 -3.5% Q4 2025 Jan 27, 2026
Inscription Capital, LLC History Reduced 3,806 1,370 0.14% 0.14% 513 -37 -0.96% Q4 2025 Jan 29, 2026
XTX Topco Ltd History Added to 3,786 1,363 0.04% 0.05% 514 +949 33.45% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 3,807 1,362 0.63% 0.64% 515 -104 -2.66% Q4 2025 Feb 17, 2026
Capital Wealth Alliance, LLC History Added to 3,347 1,361 0.58% 0.42% 516 +728 27.8% Q4 2025 Feb 17, 2026
Axecap Investments, LLC History Reduced 3,777 1,360 0.84% 0.89% 518 -638 -14.45% Q4 2025 Jan 29, 2026
Game Plan Financial Advisors, LLC History Added to 3,779 1,360 0.55% 0.51% 517 +9 0.24% Q4 2025 Jan 14, 2026
Pines Wealth Management, LLC History Added to 3,763 1,355 0.44% 0.41% 519 +15 0.4% Q4 2025 Feb 02, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 3,724 1,341 0.25% 0.19% 520 +593 18.94% Q4 2025 Jan 28, 2026
Prosperity Wealth Management, Inc. History New 3,720 1,339 0.45% 521 +3,720 New Q4 2025 Mar 27, 2026
Bawa N Mallick Trust History Added to 3,718 1,338 0.5% 0.46% 522 +4 0.11% Q4 2025 Mar 12, 2026
Accel Wealth Management History Added to 3,704 1,333 0.36% 0.27% 523 +860 30.24% Q4 2025 Jan 20, 2026
Sovereign Financial Group, Inc. History Reduced 3,681 1,325 0.23% 0.23% 525 -65 -1.74% Q4 2025 Jan 07, 2026
Roof Eidam Maycock Peralta, LLC History No change 3,682 1,325 0.3% 0.29% 524 0 0.0% Q4 2025 Jan 26, 2026
Trilogy Capital Inc. History Added to 3,673 1,322 0.06% 0.05% 526 +77 2.14% Q4 2025 Jan 22, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 3,636 1,309 0.2% 0.49% 527 -4,585 -55.77% Q4 2025 Feb 03, 2026
Jackson Hole Capital Partners, LLC History Added to 3,613 1,301 0.22% 0.2% 528 +1 0.03% Q4 2025 Jan 30, 2026
KG&L Capital Management,LLC History Added to 3,604 1,297 0.32% 0.28% 529 +451 14.3% Q4 2025 Jan 23, 2026
Forefront Wealth Partners, LLC History Reduced 3,575 1,287 0.61% 0.3% 530 -69 -1.89% Q4 2025 Feb 06, 2026
Mystic Asset Management, Inc. History Added to 3,529 1,270 0.29% 0.26% 531 +6 0.17% Q4 2025 Jan 28, 2026
Moran Wealth Management, LLC History Added to 3,498 1,259 0.04% 0.03% 532 +818 30.52% Q4 2025 Jan 26, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 3,480 1,253 0.57% 0.53% 533 0 0.0% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Added to 3,467 1,248 0.09% 0.08% 534 +174 5.28% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 3,438 1,238 0.07% 0.05% 535 +1,106 47.43% Q4 2025 Feb 10, 2026
RWA WEALTH PARTNERS, LLC History Reduced 3,425 1,233 0.01% 0.01% 536 -288 -7.76% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 3,400 1,224 0.08% 0.1% 538 -560 -14.14% Q4 2025 Feb 02, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 3,400 1,224 0.15% 0.14% 537 0 0.0% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Added to 3,391 1,221 0.01% 0.01% 540 +940 38.35% Q4 2025 Feb 13, 2026
Eagle Capital Management, LLC History Added to 3,390 1,221 0.44% 0.41% 539 +50 1.5% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Added to 3,384 1,218 0.05% 0.03% 541 +751 28.52% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History Reduced 3,374 1,215 0.45% 0.5% 542 -311 -8.44% Q4 2025 Feb 17, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 3,369 1,213 0.46% 0.28% 543 +1,086 47.57% Q4 2025 Feb 09, 2026
Berkshire Money Management, Inc. History New 3,347 1,205 0.11% 544 +3,347 New Q4 2025 Jan 27, 2026
Cambridge Advisors Inc. History Added to 3,332 1,200 0.23% 0.21% 545 +67 2.05% Q4 2025 Jan 21, 2026
Tennessee Valley Asset Management Partners History Added to 3,310 1,191 0.15% 0.13% 546 +393 13.47% Q4 2025 Feb 05, 2026
Iron Gate Global Advisors LLC History Reduced 3,300 1,188 0.12% 0.28% 547 -21,117 -86.48% Q4 2025 Feb 17, 2026
Keudell/Morrison Wealth Management History New 3,290 1,184 0.25% 548 +3,290 New Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Added to 3,274 1,178 0.03% 0.01% 549 +2,371 262.57% Q4 2025 Feb 17, 2026
DENVER WEALTH MANAGEMENT, INC. History New 3,257 1,173 0.42% 550 +3,257 New Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 3,240 1,167 0.04% 0.04% 551 -296 -8.37% Q4 2025 Feb 13, 2026
Purus Wealth Management, LLC History Added to 3,235 1,165 0.36% 0.32% 553 +141 4.56% Q4 2025 Jan 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 3,236 1,165 0.09% 0.08% 552 -67 -2.03% Q4 2025 Jan 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 3,209 1,155 0.09% 0.09% 554 +53 1.68% Q4 2025 Feb 12, 2026
Aspire Capital Advisors LLC History Added to 3,205 1,154 0.27% 0.26% 555 +2 0.06% Q4 2025 Jan 16, 2026
Cornerstone Advisory, LLC History Added to 3,204 1,153 0.11% 0.1% 556 +8 0.25% Q4 2025 Jan 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,177 1,144 0.19% 557 +3,177 New Q4 2025 Feb 12, 2026
Modern Wealth Management, LLC History Reduced 3,147 1,133 0.02% 0.03% 558 -734 -18.91% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Reduced 3,144 1,132 0.08% 0.08% 559 -89 -2.75% Q4 2025 Feb 11, 2026
Comprehensive Financial Planning, Inc./PA History Added to 3,109 1,119 0.74% 0.6% 560 +415 15.4% Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Reduced 3,088 1,112 0.07% 0.08% 561 -374 -10.8% Q4 2025 Jan 08, 2026
Zhang Financial LLC History Added to 3,038 1,093 0.04% 0.04% 562 +326 12.02% Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 3,023 1,088 0.27% 565 +3,023 New Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 3,023 1,088 0.04% 0.03% 564 +326 12.09% Q4 2025 Jan 12, 2026
American Financial Advisors, LLC History Added to 3,022 1,088 0.14% 0.13% 563 +7 0.23% Q4 2025 Feb 03, 2026
Summit Trail Advisors, LLC History Added to 3,007 1,083 0.02% 0.01% 566 +138 4.81% Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 3,003 1,081 0.11% 0.11% 568 -235 -7.26% Q4 2025 Feb 05, 2026
Hamilton Wealth, LLC History Added to 3,004 1,081 0.21% 0.2% 567 +24 0.81% Q4 2025 Feb 19, 2026
VISTA INVESTMENT PARTNERS LLC History New 3,000 1,080 0.28% 572 +3,000 New Q4 2025 Jan 16, 2026
Walleye Capital LLC History Added to 3,000 1,080 0.0% 0.0% 571 +400 15.38% Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 3,000 1,080 0.08% 0.08% 570 -335 -10.04% Q4 2025 Feb 05, 2026
NWI MANAGEMENT LP History No change 3,000 1,080 0.05% 0.05% 569 0 0.0% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 2,984 1,074 0.01% 0.01% 574 +433 16.97% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Reduced 2,984 1,074 0.02% 0.02% 573 -319 -9.66% Q4 2025 Feb 17, 2026
Curran Financial Partners, LLC History Added to 2,966 1,068 0.2% 0.16% 575 +538 22.16% Q4 2025 Jan 22, 2026
Winch Advisory Services, LLC History Added to 2,942 1,059 0.23% 0.22% 576 +8 0.27% Q4 2025 Feb 03, 2026
LaSalle St. Investment Advisors, LLC History Added to 2,929 1,054 0.17% 0.14% 577 +619 26.8% Q4 2025 Feb 17, 2026
Midwest Financial Group LLC History No change 2,925 1,053 0.47% 0.45% 578 0 0.0% Q4 2025 Jan 20, 2026
Advisory Alpha, LLC History Added to 2,908 1,047 0.03% 0.02% 579 +263 9.94% Q4 2025 Feb 06, 2026
Vestmark Advisory Solutions, Inc. History Added to 2,895 1,042 0.01% 0.02% 580 +191 7.06% Q4 2025 Feb 06, 2026
Clear Creek Financial Management, LLC History Added to 2,893 1,041 0.08% 0.08% 581 +198 7.35% Q4 2025 Jan 23, 2026
Gateway Wealth Partners, LLC History Added to 2,871 1,034 0.12% 0.12% 582 +142 5.2% Q4 2025 Feb 11, 2026
Alchemi Wealth, LLC History New 2,868 1,032 0.56% 584 +2,868 New Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 2,866 1,032 0.03% 0.02% 583 +80 2.87% Q4 2025 Jan 28, 2026
Biltmore Family Office, LLC History No change 2,850 1,026 0.14% 0.13% 585 0 0.0% Q4 2025 Feb 04, 2026
JB Capital LLC History Added to 2,812 1,012 0.04% 0.02% 587 +1,520 117.65% Q4 2025 Jan 20, 2026
Q3 Asset Management History Reduced 2,784 1,012 0.23% 0.39% 586 -649 -18.9% Q4 2025 Jan 27, 2026
Kingdom Financial Group LLC. History New 2,801 1,008 0.31% 588 +2,801 New Q4 2025 Feb 06, 2026
O'ROURKE & COMPANY, Inc History Reduced 2,782 1,002 0.39% 0.39% 589 -50 -1.77% Q4 2025 Jan 28, 2026
THOMPSON DAVIS & CO., INC. History Added to 2,751 990 0.59% 0.55% 590 +1 0.04% Q4 2025 Jan 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 2,745 989 0.09% 0.09% 591 -145 -5.02% Q4 2025 Jan 12, 2026
Riggs Asset Managment Co. Inc. History Added to 2,749 989 0.2% 0.19% 592 +44 1.63% Q4 2025 Jan 29, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 2,735 987 0.79% 0.74% 594 -75 -2.67% Q4 2025 Feb 12, 2026
MPS Loria Financial Planners, LLC History Added to 2,742 987 0.25% 0.24% 593 +6 0.22% Q4 2025 Feb 03, 2026
Berbice Capital Management LLC History Added to 2,739 986 0.59% 0.38% 595 +850 45.0% Q4 2025 Feb 06, 2026
Welch Group, LLC History Reduced 2,735 984 0.04% 0.04% 596 -138 -4.8% Q4 2025 Jan 26, 2026
Fort Point Capital Partners LLC History No change 2,472 979 0.11% 0.09% 597 0 0.0% Q4 2025 Feb 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Reduced 2,694 970 0.15% 0.16% 600 -15 -0.55% Q4 2025 Jan 29, 2026
Global Assets Advisory, LLC History No change 2,696 970 0.28% 0.26% 598 0 0.0% Q4 2025 Feb 09, 2026
Financial Perspectives, Inc History No change 2,694 970 0.26% 0.24% 599 0 0.0% Q4 2025 Jan 28, 2026
OneAscent Financial Services LLC History New 2,693 969 0.09% 601 +2,693 New Q4 2025 Feb 11, 2026
Fortis Group Advisors, LLC History New 2,401 968 0.16% 602 +2,401 New Q4 2025 Feb 06, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 2,689 968 0.47% 0.26% 603 +1,076 66.71% Q4 2025 Feb 13, 2026
Cadent Capital Advisors, LLC History Added to 2,686 967 0.25% 0.19% 604 +456 20.45% Q4 2025 Jan 13, 2026
Fiduciary Alliance LLC History Reduced 2,679 964 0.06% 0.06% 605 -10 -0.37% Q4 2025 Jan 22, 2026
J. Goldman & Co LP History New 2,674 962 0.03% 606 +2,674 New Q4 2025 Feb 17, 2026
FSA WEALTH PARTNERS, INC. History Reduced 2,651 954 0.34% 0.35% 607 -166 -5.89% Q4 2025 Jan 30, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Added to 2,634 948 0.79% 0.74% 608 +2 0.08% Q4 2025 Jan 29, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,626 945 0.34% 0.29% 609 +251 10.57% Q4 2025 Feb 05, 2026
PKS Advisory Services, LLC History Reduced 2,607 938 0.21% 0.19% 610 -149 -5.41% Q4 2025 Feb 02, 2026
City Center Advisors, LLC History Added to 2,606 938 0.86% 0.83% 611 +3 0.12% Q4 2025 Jan 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,600 937 0.0% 0.0% 612 -50 -1.89% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 2,557 920 0.21% 0.18% 614 +150 6.23% Q4 2025 Jan 23, 2026
Mathes Company, Inc. History No change 2,555 920 0.33% 0.3% 613 0 0.0% Q4 2025 Feb 09, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 2,540 914 0.86% 617 +2,540 New Q4 2025 Feb 05, 2026
Total Clarity Wealth Management, Inc. History Added to 2,540 914 0.22% 0.22% 615 +58 2.34% Q4 2025 Feb 02, 2026
Greystone Financial Group, LLC History Reduced 2,540 914 0.14% 0.13% 616 -32 -1.24% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,517 906 0.0% 0.01% 618 0 0.0% Q4 2025 Feb 12, 2026
ExodusPoint Capital Management, LP History New 2,500 900 0.01% 620 +2,500 New Q4 2025 Feb 17, 2026
DELTEC ASSET MANAGEMENT LLC History No change 2,500 900 0.15% 0.13% 619 0 0.0% Q4 2025 Jan 29, 2026
Greenwich Wealth Management LLC History Reduced 2,483 894 0.04% 0.04% 621 -238 -8.75% Q4 2025 Feb 10, 2026
TRITONPOINT WEALTH, LLC History Added to 2,463 887 0.09% 0.05% 622 +531 27.48% Q4 2025 Jan 20, 2026
Greater Midwest Financial Group, LLC History Added to 2,454 883 0.49% 0.52% 623 +6 0.25% Q4 2025 Feb 17, 2026
Cane Capital Partners, LLC History New 2,436 877 0.34% 624 +2,436 New Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History Reduced 2,424 873 0.06% 0.06% 625 -130 -5.09% Q4 2025 Feb 20, 2026
CIBC Private Wealth Group LLC History Reduced 2,403 865 0.0% 0.0% 626 -370 -13.34% Q4 2025 Feb 12, 2026
Peak Asset Management, LLC History Reduced 2,396 862 0.15% 0.14% 627 -58 -2.36% Q4 2025 Feb 05, 2026
CFO CAPITAL MANAGEMENT LLC History New 2,391 861 0.65% 629 +2,391 New Q4 2025 Mar 02, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 2,391 861 0.61% 0.77% 628 -655 -21.5% Q4 2025 Feb 13, 2026
Insight Advisors, LLC/ PA History Reduced 2,378 856 0.13% 0.12% 630 -18 -0.75% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History Reduced 2,360 849 0.11% 0.1% 631 -45 -1.87% Q4 2025 Jan 20, 2026
Advisor OS, LLC History Added to 2,347 845 0.07% 0.06% 632 +73 3.21% Q4 2025 Feb 04, 2026
Moors & Cabot, Inc. History Reduced 2,346 844 0.04% 0.04% 633 -274 -10.46% Q4 2025 Feb 10, 2026
Cyndeo Wealth Partners, LLC History No change 2,341 843 0.05% 0.04% 634 0 0.0% Q4 2025 Jan 07, 2026
17 CAPITAL PARTNERS, LLC History Added to 2,324 836 0.43% 0.31% 635 +563 31.97% Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 2,298 827 0.33% 0.3% 636 -68 -2.87% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Added to 2,296 826 0.06% 0.05% 637 +264 12.99% Q4 2025 Jan 29, 2026
Clarity Financial LLC History Reduced 2,281 821 0.08% 0.07% 638 -17 -0.74% Q4 2025 Jan 28, 2026
Fortis Capital Management LLC History New 2,273 818 0.11% 639 +2,273 New Q4 2025 Feb 13, 2026
Value Investment Professionals, LLC History New 2,255 811 0.85% 641 +2,255 New Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 2,253 811 0.0% 0.0% 640 +585 35.07% Q4 2025 Jan 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,090 810 0.02% 0.0% 642 +1,664 390.61% Q4 2025 Jan 26, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 2,247 809 0.1% 0.07% 643 +720 47.15% Q4 2025 Jan 15, 2026
Endowment Wealth Management, Inc. History Added to 2,224 800 0.37% 0.31% 644 +149 7.18% Q4 2025 Feb 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 2,201 799 0.05% 0.05% 645 -8 -0.36% Q4 2025 Jan 15, 2026
Ellevest, Inc. History No change 2,220 799 0.11% 0.1% 646 0 0.0% Q4 2025 Feb 10, 2026
SeaBridge Investment Advisors LLC History Reduced 2,218 798 0.13% 0.12% 647 -13 -0.58% Q4 2025 Jan 26, 2026
Compound Planning, Inc. History Reduced 2,214 797 0.02% 0.02% 648 -99 -4.28% Q4 2025 Feb 19, 2026
Secure Asset Management, LLC History Added to 2,209 795 0.12% 0.08% 650 +485 28.13% Q4 2025 Jan 20, 2026
MJP ASSOCIATES INC /ADV History Added to 2,210 795 0.1% 0.09% 649 +50 2.31% Q4 2025 Feb 06, 2026
Black Diamond Financial, LLC History New 2,200 792 0.08% 651 +2,200 New Q4 2025 Feb 03, 2026
ABOUND FINANCIAL, LLC History No change 2,200 792 0.31% 0.29% 652 0 0.0% Q4 2025 Feb 17, 2026
Element Wealth, LLC History Added to 2,184 786 0.32% 0.22% 653 +605 38.32% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 2,173 782 0.02% 654 +2,173 New Q4 2025 Feb 13, 2026
CenterStar Asset Management, LLC History New 2,166 780 0.22% 655 +2,166 New Q4 2025 Jan 27, 2026
AlTi Global, Inc. History Added to 2,167 780 0.02% 0.01% 656 +479 28.38% Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History Added to 2,147 773 0.11% 0.1% 657 +47 2.24% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,134 768 0.01% 0.01% 658 -239 -10.07% Q4 2025 Feb 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 2,134 768 0.08% 0.07% 659 -48 -2.2% Q4 2025 Jan 27, 2026
NVWM, LLC History Added to 2,132 767 0.17% 0.15% 660 +20 0.95% Q4 2025 Jan 20, 2026
TWO SIGMA SECURITIES, LLC History Reduced 2,129 766 0.11% 0.25% 661 -3,164 -59.78% Q4 2025 Feb 17, 2026
COFG Advisors, LLC History New 2,129 766 0.19% 662 +2,129 New Q4 2025 Feb 10, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 2,115 761 0.3% 0.27% 663 +5 0.24% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History Added to 2,111 760 0.05% 0.05% 664 +22 1.05% Q4 2025 Apr 02, 2026
Sankala Group LLC History New 1,861 756 0.6% 665 +1,861 New Q4 2025 Mar 02, 2026
Strategic Blueprint, LLC History Reduced 2,079 748 0.04% 0.05% 667 -1,164 -35.89% Q4 2025 Jan 30, 2026
Chicago Partners Investment Group LLC History Added to 1,872 748 0.02% 0.02% 666 +9 0.48% Q4 2025 Jan 28, 2026
Concorde Asset Management, LLC History Reduced 2,073 746 0.3% 0.29% 668 -2 -0.1% Q4 2025 Feb 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 2,064 743 0.03% 0.03% 669 +86 4.35% Q4 2025 Feb 17, 2026
Seros Financial, LLC History Added to 2,056 740 0.43% 0.34% 670 +329 19.05% Q4 2025 Feb 06, 2026
Guardian Asset Advisors, LLC History Added to 2,049 739 0.38% 0.34% 671 +136 7.11% Q4 2025 Jan 29, 2026
Signature Equity Partners, LLC History New 2,045 736 0.41% 673 +2,045 New Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 2,046 736 0.0% 0.0% 672 -410 -16.69% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 2,033 732 0.02% 0.02% 674 +2 0.1% Q4 2025 Feb 04, 2026
LJI Wealth Management, LLC History No change 2,029 730 0.11% 0.12% 675 0 0.0% Q4 2025 Feb 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 2,001 720 0.04% 0.04% 676 -5 -0.25% Q4 2025 Jan 26, 2026
HHM Wealth Advisors, LLC History Reduced 1,981 713 0.08% 0.08% 677 -100 -4.81% Q4 2025 Jan 22, 2026
AlphaCore Capital LLC History Added to 1,971 709 0.02% 0.02% 679 +257 14.99% Q4 2025 Feb 05, 2026
Annex Advisory Services, LLC History Added to 1,970 709 0.01% 0.01% 678 +55 2.87% Q4 2025 Jan 26, 2026
Savant Capital, LLC History Added to 1,967 708 0.0% 0.0% 680 +201 11.38% Q4 2025 Feb 10, 2026
PATTEN & PATTEN INC/TN History Reduced 1,962 706 0.04% 0.05% 681 -575 -22.66% Q4 2025 Feb 03, 2026
BROWN ADVISORY INC History Added to 1,963 706 0.0% 0.0% 682 +190 10.72% Q4 2025 Feb 13, 2026
Financial Partners Group, Inc History Reduced 1,750 706 0.08% 0.07% 683 -5 -0.28% Q4 2025 Feb 03, 2026
FineMark National Bank & Trust History Added to 1,952 702 0.02% 0.02% 684 +446 29.61% Q4 2025 Feb 12, 2026
Montis Financial, LLC History Reduced 1,930 695 0.14% 0.15% 685 -49 -2.48% Q4 2025 Feb 11, 2026
CWS Financial Advisors, LLC History Added to 1,926 693 0.19% 0.17% 686 +6 0.31% Q4 2025 Feb 06, 2026
Clark Capital Management Group, Inc. History Added to 1,908 687 0.0% 0.0% 687 +18 0.95% Q4 2025 Feb 17, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 1,904 685 0.23% 0.14% 688 +698 57.88% Q4 2025 Feb 12, 2026
Ranch Capital Advisors Inc. History Reduced 1,903 685 0.25% 0.24% 689 -29 -1.5% Q4 2025 Feb 05, 2026
INTEGRITY WEALTH ADVISORS, INC. History Reduced 1,901 684 0.47% 0.74% 690 -4,822 -71.72% Q4 2025 Feb 17, 2026
WJ Wealth Management, LLC History No change 1,896 682 0.3% 0.3% 691 0 0.0% Q4 2025 Feb 05, 2026
Visionary Wealth Advisors History Added to 1,883 678 0.03% 0.03% 692 +109 6.14% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,879 677 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 12, 2026
GK Wealth Management LLC History Reduced 1,870 673 0.45% 0.45% 694 -21 -1.11% Q4 2025 Jan 05, 2026
WealthCare Investment Partners, LLC History Reduced 1,801 672 0.2% 0.2% 695 -2 -0.11% Q4 2025 Jan 06, 2026
Jefferson Bridge Capital, LLC History New 1,862 670 0.67% 699 +1,862 New Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 1,861 670 0.0% 698 +1,861 New Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Reduced 1,861 670 0.11% 0.14% 697 -636 -25.47% Q4 2025 Jan 20, 2026
WESPAC Advisors, LLC History Added to 1,861 670 0.36% 0.25% 696 +535 40.35% Q4 2025 Jan 14, 2026
1832 Asset Management L.P. History No change 1,860 669 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History Added to 1,856 668 0.24% 0.11% 701 +64 3.57% Q4 2025 Feb 03, 2026
KPP Advisory Services LLC History New 1,840 662 0.1% 702 +1,840 New Q4 2025 Feb 02, 2026
NorthRock Partners, LLC History New 1,829 658 0.01% 704 +1,829 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 1,827 658 0.02% 0.02% 703 +188 11.47% Q4 2025 Feb 11, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,827 657 0.03% 0.03% 705 -26 -1.4% Q4 2025 Feb 13, 2026
FourThought Financial Partners, LLC History Added to 1,817 654 0.06% 0.05% 706 +6 0.33% Q4 2025 Feb 06, 2026
Aspen Investment Management Inc History Added to 1,805 650 0.2% 0.1% 707 +1,006 125.91% Q4 2025 Feb 06, 2026
RFG Advisory, LLC History Reduced 1,807 650 0.01% 0.01% 708 -11 -0.61% Q4 2025 Feb 03, 2026
Argyle Capital Partners, LLC History Added to 1,783 642 0.47% 0.4% 709 +81 4.76% Q4 2025 Feb 17, 2026
Navis Wealth Advisors, LLC History New 1,772 638 0.27% 710 +1,772 New Q4 2025 Feb 13, 2026
Trademark Financial Management, LLC History Added to 1,774 638 0.35% 0.2% 711 +717 67.83% Q4 2025 Jan 28, 2026
Harvest Investment Services, LLC History Added to 1,769 637 0.12% 0.11% 712 +123 7.47% Q4 2025 Feb 17, 2026
Granite Group Advisors, LLC History New 1,762 634 0.36% 713 +1,762 New Q4 2025 Jan 13, 2026
Venturi Wealth Management, LLC History New 1,751 630 0.03% 714 +1,751 New Q4 2025 Jan 22, 2026
MATAURO, LLC History Reduced 1,751 630 0.09% 0.1% 715 -245 -12.27% Q4 2025 Jan 16, 2026
Larry Mathis Financial Planning, LLC History New 1,744 628 0.55% 716 +1,744 New Q4 2025 Mar 11, 2026
BIP Wealth, LLC History Added to 1,743 627 0.02% 0.01% 717 +975 126.95% Q4 2025 Jan 21, 2026
London & Capital Asset Management Ltd History New 1,717 618 0.01% 718 +1,717 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History No change 1,715 617 0.0% 0.0% 719 0 0.0% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 1,711 616 0.02% 0.02% 720 -157 -8.4% Q4 2025 Feb 09, 2026
Alteri Wealth LLC History Added to 1,712 616 0.2% 0.18% 721 +72 4.39% Q4 2025 Feb 11, 2026
TORONTO DOMINION BANK History Added to 1,678 604 0.0% 0.0% 722 +1,489 787.83% Q4 2025 Feb 17, 2026
Canvas Wealth Advisors, LLC History Reduced 1,676 603 0.1% 0.11% 723 -45 -2.61% Q4 2025 Jan 12, 2026
Lewis Asset Management, LLC History Reduced 1,666 600 0.24% 0.24% 724 -126 -7.03% Q4 2025 Jan 15, 2026
Owen LaRue, LLC History New 1,665 599 0.23% 725 +1,665 New Q4 2025 Feb 05, 2026
Berger Financial Group, Inc History Added to 1,638 589 0.03% 0.03% 726 +75 4.8% Q4 2025 Jan 27, 2026
Colonial River Investments, LLC History New 1,628 586 0.21% 727 +1,628 New Q4 2025 Feb 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 1,628 586 0.01% 728 +1,628 New Q4 2025 Feb 19, 2026
Main Street Financial Solutions, LLC History Added to 1,627 585 0.04% 0.03% 729 +154 10.45% Q4 2025 Feb 17, 2026
SHUTTLEWORTH & Co History Reduced 1,627 585 0.53% 0.48% 730 -4 -0.25% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 1,623 584 0.01% 0.01% 731 +904 125.73% Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,624 584 0.04% 0.04% 732 +29 1.82% Q4 2025 Jan 08, 2026
Elm3 Financial Group, LLC History Reduced 1,586 570 0.47% 0.44% 733 -77 -4.63% Q4 2025 Jan 22, 2026
Beaumont Asset Management, L.L.C. History New 1,581 569 0.28% 734 +1,581 New Q4 2025 Jan 21, 2026
RDA Financial Network History Added to 1,578 568 0.14% 0.12% 735 +68 4.5% Q4 2025 Jan 06, 2026
HUNTINGTON NATIONAL BANK History Added to 1,572 566 0.0% 0.0% 736 +58 3.83% Q4 2025 Feb 09, 2026
Integrity Investment Advisors, LLC History Added to 1,571 565 0.31% 0.26% 737 +349 28.56% Q4 2025 Feb 13, 2026
Quantum Portfolio Management LLC History Reduced 1,548 557 0.25% 0.25% 738 -1,077 -41.03% Q4 2025 Feb 12, 2026
Koenig Investment Advisory, LLC History New 1,339 551 0.45% 739 +1,339 New Q4 2025 Mar 03, 2026
CHILTON INVESTMENT CO INC. History No change 1,528 550 0.01% 0.01% 740 0 0.0% Q4 2025 Feb 17, 2026
Advisor Resource Council History New 1,343 548 0.19% 741 +1,343 New Q4 2025 Feb 10, 2026
Hutchens & Kramer Investment Management Group, LLC History New 1,516 545 0.19% 742 +1,516 New Q4 2025 Jan 08, 2026
Orgel Wealth Management, LLC History New 1,509 543 0.01% 743 +1,509 New Q4 2025 Jan 07, 2026
Accretive Wealth Partners, LLC History No change 1,507 542 0.16% 0.15% 744 0 0.0% Q4 2025 Jan 28, 2026
Winthrop Advisory Group LLC History Added to 1,499 539 0.05% 0.04% 745 +72 5.05% Q4 2025 Jan 21, 2026
Jacobi Capital Management LLC History Reduced 1,497 538 0.03% 0.06% 746 -1,293 -46.34% Q4 2025 Feb 13, 2026
Trueblood Wealth Management, LLC History Added to 1,496 538 0.21% 0.19% 748 +5 0.34% Q4 2025 Jan 21, 2026
Meredith Wealth Planning History No change 1,496 538 0.16% 0.15% 747 0 0.0% Q4 2025 Jan 16, 2026
Advisors Capital Management, LLC History Added to 1,491 537 0.01% 0.01% 749 +92 6.58% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Reduced 1,492 537 0.03% 0.03% 750 -30 -1.97% Q4 2025 Jan 20, 2026
LANE BROTHERS & CO INC History New 1,488 535 0.39% 751 +1,488 New Q4 2025 Mar 13, 2026
Capital Investment Advisors, LLC History Reduced 1,488 535 0.01% 0.01% 752 -93 -5.88% Q4 2025 Jan 13, 2026
Investment Insight Wealth Management, LLC History New 1,483 534 0.52% 753 +1,483 New Q4 2025 Feb 24, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 1,485 534 0.24% 0.23% 754 -8 -0.54% Q4 2025 Jan 26, 2026
Betterment LLC History Reduced 1,480 533 0.0% 0.0% 755 -285 -16.15% Q4 2025 Feb 12, 2026
Sageworth Trust Co History New 1,476 531 0.02% 756 +1,476 New Q4 2025 Feb 03, 2026
RMR Wealth Builders History Reduced 1,473 530 0.04% 0.09% 758 -1,674 -53.19% Q4 2025 Jan 29, 2026
Facet Wealth, Inc. History Added to 1,273 530 0.01% 0.01% 757 +139 12.26% Q4 2025 Jan 29, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 1,462 526 0.03% 0.03% 759 +115 8.54% Q4 2025 Feb 11, 2026
Murphy & Mullick Capital Management Corp History Added to 1,456 524 0.38% 0.25% 760 +530 57.24% Q4 2025 Feb 10, 2026
Trexquant Investment LP History Reduced 1,451 522 0.0% 0.01% 761 -892 -38.07% Q4 2025 Feb 17, 2026
IPG Investment Advisors LLC History Added to 1,436 517 0.09% 0.06% 762 +351 32.35% Q4 2025 Feb 09, 2026
FSA Investment Group, LLC History Added to 1,425 513 0.31% 0.29% 764 +15 1.06% Q4 2025 Jan 13, 2026
LEIGH BALDWIN & CO., LLC History Added to 1,425 513 0.34% 0.26% 763 +2 0.14% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 1,422 512 0.0% 0.0% 765 +273 23.76% Q4 2025 Feb 10, 2026
Redhawk Wealth Advisors, Inc. History Added to 1,414 509 0.06% 0.05% 766 +202 16.67% Q4 2025 Jan 14, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 1,410 508 0.33% 0.49% 767 -1,382 -49.5% Q4 2025 Feb 09, 2026
Brand Asset Management Group, Inc. History Added to 1,408 507 0.14% 0.12% 768 +102 7.81% Q4 2025 Feb 11, 2026
Premier Path Wealth Partners, LLC History Reduced 1,407 506 0.07% 0.14% 769 -1,981 -58.47% Q4 2025 Jan 22, 2026
May Hill Capital, LLC History Added to 1,407 506 0.07% 0.07% 770 +674 91.95% Q4 2025 Feb 05, 2026
ProVise Management Group, LLC History Added to 1,401 504 0.04% 0.03% 772 +8 0.57% Q4 2025 Jan 29, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,400 504 0.03% 0.03% 771 0 0.0% Q4 2025 Jan 23, 2026
Detalus Advisors, LLC History No change 1,402 504 0.12% 0.12% 773 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History No change 1,399 503 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 20, 2026
Wealth Advisory Team LLC History New 1,395 502 0.44% 775 +1,395 New Q4 2025 Feb 05, 2026
Alpha Cubed Investments, LLC History Added to 1,388 499 0.02% 0.01% 776 +218 18.63% Q4 2025 Feb 03, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 1,388 499 0.1% 0.11% 777 +152 12.3% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 1,372 494 0.01% 0.01% 778 +257 23.05% Q4 2025 Jan 28, 2026
American Trust History New 1,364 491 0.04% 780 +1,364 New Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 1,366 491 0.0% 0.0% 779 -185 -11.93% Q4 2025 Jan 30, 2026
Trek Financial, LLC History Added to 1,355 487 0.03% 0.02% 782 +462 51.74% Q4 2025 Feb 04, 2026
Montecito Bank & Trust History Reduced 1,353 487 0.08% 0.07% 781 -65 -4.58% Q4 2025 Jan 09, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 1,338 481 0.15% 0.15% 783 +5 0.38% Q4 2025 Jan 07, 2026
Somerset Group LLC History Reduced 1,245 479 0.36% 0.34% 784 -75 -5.68% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History New 1,329 478 0.02% 785 +1,329 New Q4 2025 Jan 07, 2026
Leeward Financial Partners, LLC History Reduced 1,317 474 0.13% 0.12% 786 -5 -0.38% Q4 2025 Feb 09, 2026
Northwest Wealth Advisors, LLC History New 1,296 466 0.36% 787 +1,296 New Q4 2025 Feb 06, 2026
Northstar Advisory Group, LLC History Reduced 1,293 465 0.17% 0.18% 789 -88 -6.37% Q4 2025 Jan 15, 2026
Birch Hill Investment Advisors LLC History No change 1,293 465 0.02% 0.02% 788 0 0.0% Q4 2025 Jan 27, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,700 461 0.0% 0.0% 790 +1,702 170.54% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 1,278 460 0.01% 0.0% 791 +228 21.71% Q4 2025 Jan 26, 2026
Red Door Wealth Management, LLC History Reduced 1,278 460 0.05% 0.05% 792 -50 -3.77% Q4 2025 Jan 20, 2026
HF Advisory Group, LLC History Reduced 1,274 458 0.16% 0.17% 793 -113 -8.15% Q4 2025 Jan 23, 2026
J HAGAN CAPITAL, INC. History Reduced 1,272 457 0.25% 0.31% 794 -313 -19.75% Q4 2025 Feb 17, 2026
Arlington Capital Management, Inc. History Reduced 1,261 454 0.28% 0.3% 795 -157 -11.07% Q4 2025 Jan 06, 2026
Leo Wealth, LLC History New 1,257 452 0.03% 796 +1,257 New Q4 2025 Jan 21, 2026
Sandbox Financial Partners, LLC History Added to 1,253 451 0.12% 0.12% 797 +18 1.46% Q4 2025 Jan 07, 2026
Encompass More Asset Management History Added to 1,251 450 0.08% 0.05% 798 +440 54.25% Q4 2025 Feb 03, 2026
Atlantic Union Bankshares Corp History Added to 1,245 448 0.01% 0.01% 799 +100 8.73% Q4 2025 Feb 04, 2026
Meriwether Wealth & Planning, LLC History Added to 1,243 447 0.25% 0.22% 800 +57 4.81% Q4 2025 Jan 14, 2026
Octavia Wealth Advisors, LLC History Reduced 1,239 446 0.04% 0.04% 801 -80 -6.07% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 1,231 443 0.01% 0.01% 803 +92 8.08% Q4 2025 Feb 03, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 1,232 443 0.0% 0.0% 802 +39 3.27% Q4 2025 Feb 17, 2026
Fairfield Financial Advisors, LTD History Added to 1,228 442 0.14% 0.13% 805 +3 0.24% Q4 2025 Feb 02, 2026
IMG Wealth Management, Inc. History No change 1,229 442 0.28% 0.27% 804 0 0.0% Q4 2025 Feb 05, 2026
Resurgent Financial Advisors LLC History Reduced 1,222 439 0.22% 0.25% 806 -329 -21.21% Q4 2025 Feb 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 1,217 438 0.3% 0.24% 807 +227 22.93% Q4 2025 Jan 23, 2026
Brooklyn Investment Group History Added to 1,192 434 0.02% 0.04% 808 +126 11.82% Q4 2025 Feb 12, 2026
SMART Wealth LLC History Reduced 1,195 430 0.13% 0.19% 810 -314 -20.81% Q4 2025 Jan 26, 2026
Bravias Capital Group, LLC History Added to 1,194 430 0.26% 0.24% 811 +74 6.61% Q4 2025 Jan 29, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,197 430 0.02% 0.02% 809 0 0.0% Q4 2025 Feb 04, 2026
WELCH & FORBES LLC History No change 1,193 429 0.01% 0.0% 812 0 0.0% Q4 2025 Feb 10, 2026
J. Derek Lewis & Associates Inc. History New 1,188 427 0.1% 815 +1,188 New Q4 2025 Mar 23, 2026
BBR PARTNERS, LLC History New 1,187 427 0.02% 813 +1,187 New Q4 2025 Feb 11, 2026
SHP Wealth Management History New 1,187 427 0.03% 814 +1,187 New Q4 2025 Mar 04, 2026
EdgeRock Capital LLC History Added to 1,169 421 0.11% 0.08% 817 +250 27.2% Q4 2025 Jan 14, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 1,171 421 0.28% 0.24% 816 +35 3.08% Q4 2025 Jan 22, 2026
Elevate Capital Advisors, LLC History Reduced 1,159 417 0.28% 0.54% 820 -1,229 -51.47% Q4 2025 Jan 23, 2026
Pinnacle Family Advisors, LLC History New 1,160 417 0.18% 819 +1,160 New Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 1,160 417 0.02% 0.02% 818 +80 7.41% Q4 2025 Jan 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 1,156 416 0.16% 0.11% 821 +388 50.52% Q4 2025 Jan 27, 2026
Brady Martz Wealth Solutions, LLC History Reduced 1,157 416 0.07% 0.08% 822 -135 -10.45% Q4 2025 Jan 15, 2026
Wealth Dimensions Group, Ltd. History No change 1,153 415 0.08% 0.08% 823 0 0.0% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Reduced 1,149 413 0.26% 0.35% 825 -55 -4.57% Q4 2025 Feb 13, 2026
Greenline Partners, LLC History No change 1,147 413 0.05% 0.05% 824 0 0.0% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,147 413 0.02% 0.02% 826 0 0.0% Q4 2025 Feb 17, 2026
Tempus Wealth Planning, LLC History Reduced 1,142 411 0.09% 0.09% 827 -58 -4.83% Q4 2025 Jan 16, 2026
CREDIT AGRICOLE S A History Reduced 1,141 410 0.0% 0.0% 828 -833 -42.2% Q4 2025 Feb 17, 2026
Ascent Wealth Partners, LLC History No change 1,139 410 0.05% 0.04% 829 0 0.0% Q4 2025 Feb 02, 2026
Advance Capital Management, Inc. History Reduced 1,136 409 0.02% 0.02% 830 -113 -9.05% Q4 2025 Jan 06, 2026
Sharp Wealth Advisory, LLC History No change 1,126 405 0.2% 0.2% 831 0 0.0% Q4 2025 Jan 16, 2026
James J. Burns & Company, LLC History New 1,124 404 0.06% 832 +1,124 New Q4 2025 Jan 23, 2026
Rollins Financial Advisors, LLC History New 1,120 403 0.06% 834 +1,120 New Q4 2025 Feb 04, 2026
DUNCKER STREETT & CO INC History No change 1,120 403 0.07% 0.06% 833 0 0.0% Q4 2025 Jan 27, 2026
Sequent Asset Management, LLC History No change 1,116 402 0.18% 0.17% 835 0 0.0% Q4 2025 Feb 10, 2026
Index Technologies Group LLC History New 1,108 399 0.42% 836 +1,108 New Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 1,108 398 0.01% 0.01% 837 +184 19.91% Q4 2025 Feb 05, 2026
M3 Advisory Group, LLC History Added to 1,102 396 0.24% 0.21% 839 +65 6.27% Q4 2025 Jan 16, 2026
Bell Investment Advisors, Inc History Reduced 1,101 396 0.06% 0.06% 838 -32 -2.82% Q4 2025 Feb 24, 2026
FSA Advisors, Inc. History New 1,097 395 0.27% 841 +1,097 New Q4 2025 Feb 02, 2026
MRA Advisory Group History Reduced 1,099 395 0.17% 0.19% 840 -246 -18.29% Q4 2025 Jan 16, 2026
PACIFIC SUN FINANCIAL CORP History Added to 1,093 393 0.19% 0.16% 842 +80 7.9% Q4 2025 Feb 05, 2026
Tortuga Wealth Management, Inc History New 1,088 392 0.41% 843 +1,088 New Q4 2025 Apr 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,087 391 0.0% 844 +1,087 New Q4 2025 Feb 13, 2026
INSTRUMENTAL WEALTH, LLC History Added to 948 390 0.23% 0.22% 845 +76 8.72% Q4 2025 Feb 27, 2026
MMA ASSET MANAGEMENT LLC History No change 1,078 388 0.14% 0.12% 846 0 0.0% Q4 2025 Feb 03, 2026
Outlook Wealth Advisors, LLC History Added to 1,076 387 0.09% 0.08% 848 +146 15.7% Q4 2025 Feb 11, 2026
Triumph Capital Management History Reduced 1,076 387 0.08% 0.1% 847 -70 -6.11% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History New 1,072 386 0.0% 849 +1,072 New Q4 2025 Feb 02, 2026
ARWA LLC History New 1,070 385 0.22% 850 +1,070 New Q4 2025 Feb 27, 2026
Klingman & Associates, LLC History Reduced 1,067 384 0.02% 0.02% 852 -33 -3.0% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History Added to 1,067 384 0.0% 0.0% 851 +5 0.47% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History New 1,059 381 0.02% 853 +1,059 New Q4 2025 Jan 29, 2026
Westshore Wealth, LLC History No change 1,060 381 0.13% 0.12% 854 0 0.0% Q4 2025 Feb 25, 2026
Clark Asset Management, LLC History Added to 1,054 379 0.04% 0.04% 855 +74 7.55% Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Added to 1,046 376 0.01% 0.01% 857 +486 86.79% Q4 2025 Feb 06, 2026
Mirador Capital Partners LP History Added to 1,045 376 0.05% 0.03% 856 +313 42.76% Q4 2025 Jan 14, 2026
CARDIFF PARK ADVISORS, LLC History Added to 1,045 376 0.03% 0.02% 858 +291 38.59% Q4 2025 Feb 17, 2026
JSF Financial, LLC History Added to 1,043 375 0.08% 0.07% 859 +96 10.14% Q4 2025 Feb 04, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 1,039 374 0.03% 0.02% 860 -35 -3.26% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,033 372 0.0% 0.0% 861 +220 27.06% Q4 2025 Jan 30, 2026
Embree Financial Group History No change 1,030 370 0.05% 0.05% 862 0 0.0% Q4 2025 Jan 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 1,024 368 0.13% 0.13% 863 -49 -4.57% Q4 2025 Jan 13, 2026
Semus Wealth Partners LLC History Added to 1,019 366 0.2% 0.19% 864 +2 0.2% Q4 2025 Jan 27, 2026
SHARPEPOINT LLC History New 1,015 365 0.22% 865 +1,015 New Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History Reduced 1,011 364 0.01% 0.01% 866 -350,021 -99.71% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 1,013 364 0.02% 0.02% 867 -3 -0.3% Q4 2025 Jan 20, 2026
Welch Financial Planning, LLC History New 1,010 363 0.26% 869 +1,010 New Q4 2025 Feb 02, 2026
Curi Capital, LLC History Added to 1,010 363 0.01% 0.01% 868 +42 4.34% Q4 2025 Feb 17, 2026
Charles Schwab Trust Co History New 1,000 360 0.02% 871 +1,000 New Q4 2025 Jan 09, 2026
Gruss & Co., LLC History No change 1,000 360 0.79% 0.85% 870 0 0.0% Q4 2025 Feb 10, 2026
BURNEY CO/ History Added to 996 358 0.01% 0.01% 872 +71 7.68% Q4 2025 Jan 23, 2026
KFA Private Wealth Group, LLC History Reduced 996 358 0.09% 0.09% 873 -2 -0.2% Q4 2025 Jan 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History New 993 357 0.05% 874 +993 New Q4 2025 Feb 04, 2026
Quantum Private Wealth, LLC History No change 994 357 0.1% 0.09% 875 0 0.0% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Added to 990 356 0.01% 0.01% 876 +198 25.0% Q4 2025 Jan 23, 2026
Tradewinds, LLC. History Added to 991 356 0.08% 0.07% 878 +89 9.87% Q4 2025 Feb 13, 2026
Charter Oak Capital Management, LLC History No change 990 356 0.03% 0.03% 877 0 0.0% Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 987 355 0.18% 879 +987 New Q4 2025 Feb 18, 2026
Activest Wealth Management History Added to 983 354 0.07% 0.03% 880 +505 105.65% Q4 2025 Jan 30, 2026
United Advisor Group, LLC History Added to 984 354 0.04% 0.04% 881 +61 6.61% Q4 2025 Jan 26, 2026
Bosman Wealth Management, LLC History Reduced 981 353 0.29% 0.32% 882 -270 -21.58% Q4 2025 Jan 27, 2026
Pure Financial Advisors, LLC History Added to 971 349 0.06% 0.0% 884 +250 34.67% Q4 2025 Mar 04, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 971 349 0.02% 0.02% 883 -50 -4.9% Q4 2025 Jan 28, 2026
Aurora Private Wealth, Inc. History New 958 345 0.23% 885 +958 New Q4 2025 Feb 02, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 961 345 0.1% 0.09% 886 -1 -0.1% Q4 2025 Jan 23, 2026
Daviman Financial, LLC History New 951 342 0.2% 887 +951 New Q4 2025 Feb 06, 2026
Jaffetilchin Investment Partners, LLC History Added to 943 339 0.02% 0.01% 888 +271 40.33% Q4 2025 Jan 15, 2026
Zullo Investment Group, Inc. History Reduced 943 339 0.12% 0.11% 889 -7 -0.74% Q4 2025 Jan 26, 2026
Ridgepath Capital Management LLC History No change 1,039 339 0.16% 0.14% 890 0 0.0% Q4 2025 Feb 04, 2026
Insight Wealth Strategies, LLC History Added to 935 336 0.04% 0.04% 891 +3 0.32% Q4 2025 Jan 02, 2026
High Point Wealth Management, LLC History New 931 335 0.31% 892 +931 New Q4 2025 Jan 29, 2026
Roehl & Yi Investment Advisors, LLC History New 923 332 0.13% 895 +923 New Q4 2025 Feb 17, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 922 332 0.1% 0.08% 893 +66 7.71% Q4 2025 Jan 27, 2026
Freedom Financial Partners LLC History Added to 922 332 0.12% 0.11% 894 +1 0.11% Q4 2025 Jan 06, 2026
Kathmere Capital Management, LLC History No change 921 331 0.02% 0.02% 896 0 0.0% Q4 2025 Jan 13, 2026
SmartHarvest Portfolios, LLC History New 905 325 0.11% 899 +905 New Q4 2025 Feb 12, 2026
MGO Private Wealth, LLC History Reduced 904 325 0.2% 0.18% 898 -20 -2.16% Q4 2025 Feb 10, 2026
Motley Fool Wealth Management, LLC History Added to 903 325 0.03% 0.02% 897 +3 0.33% Q4 2025 Feb 11, 2026
Key Client Fiduciary Advisors, LLC History No change 898 323 0.11% 0.1% 900 0 0.0% Q4 2025 Jan 28, 2026
Americana Partners, LLC History Reduced 892 321 0.01% 0.01% 902 -272 -23.37% Q4 2025 Feb 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 894 321 0.04% 0.04% 901 +3 0.34% Q4 2025 Jan 12, 2026
BOKF, NA History Added to 888 319 0.0% 0.0% 903 +390 78.31% Q4 2025 Feb 03, 2026
XML Financial, LLC History Added to 888 319 0.03% 0.02% 905 +213 31.56% Q4 2025 Feb 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 887 319 0.05% 0.04% 904 0 0.0% Q4 2025 Feb 09, 2026
Teamwork Financial Advisors, LLC History New 882 317 0.03% 906 +882 New Q4 2025 Jan 09, 2026
J. L. Bainbridge & Co., Inc. History No change 878 316 0.03% 0.02% 907 0 0.0% Q4 2025 Jan 14, 2026
Soundwatch Capital LLC History Added to 876 315 0.05% 0.04% 908 +126 16.8% Q4 2025 Feb 10, 2026
Cambria Investment Management, L.P. History New 874 314 0.02% 909 +874 New Q4 2025 Feb 17, 2026
Retirement Planning Co of New England, Inc. History Added to 874 314 0.13% 0.11% 911 +10 1.16% Q4 2025 Jan 28, 2026
Northstar Group, Inc. History No change 873 314 0.04% 0.04% 910 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History No change 869 312 0.2% 0.18% 912 0 0.0% Q4 2025 Feb 11, 2026
Sargent Investment Group, LLC History New 863 310 0.04% 913 +863 New Q4 2025 Feb 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History New 862 310 0.11% 914 +862 New Q4 2025 Feb 13, 2026
BXM Wealth LLC History Added to 48,752 308 0.24% 0.28% 915 +47,844 5269.16% Q4 2025 Jan 20, 2026
Miller Capital Partners, Inc. History New 856 308 0.16% 916 +856 New Q4 2025 Feb 17, 2026
SB Capital Management Inc History New 855 307 0.11% 917 +855 New Q4 2025 Feb 20, 2026
CORNERSTONE ENTERPRISES, LLC History Added to 855 307 0.15% 0.13% 918 +15 1.79% Q4 2025 Jan 28, 2026
Syntegra Private Wealth Group, LLC History No change 849 305 0.03% 0.03% 919 0 0.0% Q4 2025 Feb 10, 2026
Stiles Financial Services Inc History Added to 845 304 0.09% 0.07% 922 +129 18.02% Q4 2025 Feb 03, 2026
Seelaus Asset Management LLC History No change 845 304 0.24% 0.22% 920 0 0.0% Q4 2025 Feb 04, 2026
Weaver Consulting Group History No change 846 304 0.07% 0.07% 921 0 0.0% Q4 2025 Feb 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 844 303 0.0% 0.0% 923 +29 3.56% Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History No change 843 303 0.02% 0.02% 924 0 0.0% Q4 2025 Jan 28, 2026
NATIXIS History Added to 831 299 0.0% 0.0% 926 +441 113.08% Q4 2025 Feb 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 1,220 299 0.03% 0.03% 925 0 0.0% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. History Reduced 825 297 0.08% 0.09% 927 -75 -8.33% Q4 2025 Jan 26, 2026
Total Wealth Planning & Management, Inc. History New 824 296 0.22% 928 +824 New Q4 2025 Feb 11, 2026
Tidemark, LLC History Reduced 820 295 0.08% 0.08% 929 -25 -2.96% Q4 2025 Feb 10, 2026
Oakwell Private Wealth Management, LLC History No change 818 294 0.05% 0.05% 930 0 0.0% Q4 2025 Jan 30, 2026
Abound Wealth Management History Reduced 814 293 0.07% 0.07% 931 -34 -4.01% Q4 2025 Jan 12, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Added to 810 291 0.16% 0.15% 932 +9 1.12% Q4 2025 Feb 02, 2026
SWEENEY & MICHEL, LLC History No change 700 290 0.09% 0.08% 933 0 0.0% Q4 2025 Feb 13, 2026
Bank & Trust Co History New 800 288 0.2% 936 +800 New Q4 2025 Jan 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 802 288 0.0% 0.0% 934 +1 0.12% Q4 2025 Feb 13, 2026
Hendershot Investments Inc. History No change 800 288 0.04% 0.03% 935 0 0.0% Q4 2025 Jan 26, 2026
Two West Capital Advisors LLC History New 798 287 0.17% 937 +798 New Q4 2025 Jan 13, 2026
Vertex Planning Partners, LLC History Added to 795 286 0.07% 0.05% 938 +3 0.38% Q4 2025 Feb 17, 2026
GSG Advisors LLC History No change 786 283 0.07% 0.07% 939 0 0.0% Q4 2025 Jan 08, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History Reduced 784 282 0.12% 0.11% 940 -7 -0.88% Q4 2025 Jan 16, 2026
Pinnacle Wealth Planning Services, Inc. History No change 785 282 0.03% 0.03% 941 0 0.0% Q4 2025 Feb 13, 2026
AAFMAA Wealth Management & Trust LLC History No change 772 278 0.11% 0.1% 942 0 0.0% Q4 2025 Jan 07, 2026
Optivise Advisory Services LLC History Reduced 769 276 0.16% 0.17% 943 -83 -9.74% Q4 2025 Jan 12, 2026
Palumbo Wealth Management LLC History New 759 273 0.07% 944 +759 New Q4 2025 Jan 21, 2026
Russell Investments Group, Ltd. History Added to 757 272 0.0% 0.0% 946 +114 17.73% Q4 2025 Feb 17, 2026
Smith Salley Wealth Management History Added to 756 272 0.01% 0.01% 945 +2 0.27% Q4 2025 Jan 27, 2026
ESG Planning DBA Harper Investing History New 755 271 0.12% 947 +755 New Q4 2025 Feb 04, 2026
RETIREMENT PLANNING GROUP, LLC / NY History New 753 271 0.18% 948 +753 New Q4 2025 Feb 02, 2026
Man Group plc History Reduced 750 270 0.0% 0.01% 949 -20,517 -96.47% Q4 2025 Feb 17, 2026
Evergreen Wealth Partners LLC History New 752 270 0.23% 950 +752 New Q4 2025 Feb 05, 2026
Shelter Rock Management, LLC History New 752 270 0.27% 951 +752 New Q4 2025 Feb 09, 2026
Redwood Family Wealth LLC History New 750 270 0.27% 952 +750 New Q4 2025 Mar 06, 2026
Excelsior Advisor Network LLC History New 748 269 0.13% 955 +748 New Q4 2025 Feb 13, 2026
Obermeyer Wealth Partners History New 747 269 0.01% 953 +747 New Q4 2025 Jan 29, 2026
Platform Technology Partners History New 747 269 0.06% 954 +747 New Q4 2025 Feb 13, 2026
High Falls Advisors, Inc History Reduced 744 268 0.05% 0.05% 956 -9 -1.2% Q4 2025 Feb 18, 2026
Carr Financial Group Corp History Added to 735 264 0.07% 0.06% 957 +92 14.31% Q4 2025 Jan 09, 2026
Independent Wealth Network Inc. History Added to 730 262 0.08% 0.07% 959 +85 13.18% Q4 2025 Jan 26, 2026
Hemenway Trust Co LLC History Reduced 730 262 0.02% 0.02% 958 -20 -2.67% Q4 2025 Feb 03, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 725 261 0.12% 0.14% 960 -100 -12.12% Q4 2025 Jan 22, 2026
Sequent Planning LLC History New 724 260 0.07% 963 +724 New Q4 2025 Feb 05, 2026
DLD Asset Management, LP History New 723 260 0.02% 962 +723 New Q4 2025 Feb 13, 2026
MCDONALD PARTNERS LLC History Reduced 724 260 0.08% 0.08% 961 -84 -10.4% Q4 2025 Feb 02, 2026
DiNuzzo Private Wealth, Inc. History No change 717 258 0.03% 0.02% 964 0 0.0% Q4 2025 Jan 16, 2026
Pacific Park Financial, Inc. History New 712 256 0.16% 966 +712 New Q4 2025 Jan 30, 2026
SAGE FINANCIAL GROUP INC History Reduced 711 256 0.02% 0.02% 965 -289 -28.9% Q4 2025 Jan 27, 2026
CV Advisors LLC History Added to 709 255 0.07% 0.06% 967 +25 3.65% Q4 2025 Jan 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 708 254 0.0% 969 +708 New Q4 2025 Feb 11, 2026
GenTrust, LLC History New 707 254 0.01% 968 +707 New Q4 2025 Feb 02, 2026
Indivisible Partners History New 701 252 0.03% 973 +701 New Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History Reduced 701 252 0.0% 0.01% 971 -494 -41.34% Q4 2025 Feb 06, 2026
Avion Wealth History Added to 700 252 0.05% 0.04% 970 +100 16.67% Q4 2025 Jan 23, 2026
Farnam Financial LLC History No change 700 252 0.19% 0.18% 972 0 0.0% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History New 695 250 0.0% 974 +695 New Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 694 249 0.0% 975 +694 New Q4 2025 Jan 30, 2026
Nova Wealth Management, Inc. History Reduced 694 249 0.17% 0.16% 976 -6 -0.86% Q4 2025 Jan 14, 2026
CONDOR CAPITAL MANAGEMENT History New 689 248 0.02% 977 +689 New Q4 2025 Feb 06, 2026
CAPITAL ADVISORS INC/OK History New 688 247 0.0% 978 +688 New Q4 2025 Jan 15, 2026
Family Office Research LLC History Added to 676 246 0.1% 0.1% 979 +2 0.3% Q4 2025 Feb 09, 2026
Northern Capital Management, Inc. History No change 682 245 0.13% 0.12% 980 0 0.0% Q4 2025 Feb 03, 2026
CAMDEN NATIONAL BANK History New 680 244 0.03% 981 +680 New Q4 2025 Feb 10, 2026
Atlas Wealth LLC History No change 679 244 0.07% 0.07% 982 0 0.0% Q4 2025 Feb 05, 2026
ZACKS INVESTMENT MANAGEMENT History New 676 243 0.0% 983 +676 New Q4 2025 Feb 17, 2026
Blue Fin Capital, Inc. History No change 675 243 0.04% 0.03% 984 0 0.0% Q4 2025 Jan 23, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History New 671 241 0.12% 985 +671 New Q4 2025 Jan 30, 2026
HCR Wealth Advisors History New 668 240 0.02% 986 +668 New Q4 2025 Jan 27, 2026
KWB Wealth History New 666 239 0.02% 988 +666 New Q4 2025 Jan 12, 2026
BANK HAPOALIM BM History New 663 239 0.02% 987 +663 New Q4 2025 Feb 17, 2026
Atom Investors LP History Reduced 663 238 0.02% 0.48% 989 -18,894 -96.61% Q4 2025 Feb 17, 2026
44 WEALTH MANAGEMENT LLC History No change 660 237 0.08% 0.07% 990 0 0.0% Q4 2025 Feb 09, 2026
Thrive Capital Management, LLC History Reduced 650 234 0.05% 0.07% 991 -239 -26.88% Q4 2025 Feb 09, 2026
CLG LLC History New 649 233 0.06% 992 +649 New Q4 2025 Jan 15, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 645 232 0.04% 0.03% 993 +4 0.62% Q4 2025 Jan 28, 2026
DIVERSIFIED MANAGEMENT INC History New 642 231 0.05% 994 +642 New Q4 2025 Jan 26, 2026
Lantern Wealth Advisors, LLC History Added to 642 231 0.12% 0.11% 995 +2 0.31% Q4 2025 Feb 17, 2026
Rockwood Wealth Management, LLC History Reduced 644 231 0.02% 0.02% 996 -1 -0.16% Q4 2025 Jan 29, 2026
KDT Advisors, LLC History No change 640 230 0.32% 0.3% 997 0 0.0% Q4 2025 Feb 06, 2026
ALLIUM FINANCIAL ADVISORS, LLC History New 631 227 0.18% 999 +631 New Q4 2025 Feb 09, 2026
J. Safra Sarasin Holding AG History No change 625 227 0.0% 0.0% 998 0 0.0% Q4 2025 Jan 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 629 226 0.08% 0.02% 1000 +595 1750.0% Q4 2025 Jan 20, 2026
Avalon Trust Co History Reduced 630 226 0.01% 0.02% 1003 -200 -24.1% Q4 2025 Feb 09, 2026
Empower Advisory Group, LLC History Reduced 629 226 0.0% 0.0% 1004 -61 -8.84% Q4 2025 Feb 12, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 629 226 0.02% 0.02% 1002 +1 0.16% Q4 2025 Feb 18, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 630 226 0.04% 0.03% 1001 0 0.0% Q4 2025 Feb 11, 2026
Thrive Wealth Management, LLC History Added to 625 225 0.03% 0.03% 1006 +6 0.97% Q4 2025 Jan 12, 2026
Bowman & Co S.C. History Added to 627 225 0.09% 0.09% 1007 +2 0.32% Q4 2025 Jan 23, 2026
SEARLE & CO. History No change 627 225 0.06% 0.05% 1005 0 0.0% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History New 623 224 0.12% 1008 +623 New Q4 2025 Jan 21, 2026
QRG CAPITAL MANAGEMENT, INC. History New 614 221 0.0% 1009 +614 New Q4 2025 Feb 02, 2026
SURIENCE PRIVATE WEALTH LLC History New 613 220 0.24% 1011 +613 New Q4 2025 Jan 16, 2026
GWN SECURITIES INC. History New 611 220 0.04% 1010 +611 New Q4 2025 Feb 11, 2026
Sandy Cove Advisors, LLC History New 611 220 0.07% 1012 +611 New Q4 2025 Feb 09, 2026
Capital Markets Trading UK LLP History Reduced 609 219 0.0% 0.02% 1013 -3,710 -85.9% Q4 2025 Feb 20, 2026
Moment Partners, LLC History New 610 219 0.05% 1014 +610 New Q4 2025 Feb 10, 2026
HOLDERNESS INVESTMENTS CO History New 606 218 0.04% 1015 +606 New Q4 2025 Feb 10, 2026
Linscomb Wealth, Inc. History New 606 218 0.01% 1016 +606 New Q4 2025 Feb 10, 2026
Princeton Global Asset Management LLC History Reduced 608 218 0.04% 0.04% 1017 -221 -26.66% Q4 2025 Jan 20, 2026
QTR Family Wealth, LLC History Reduced 540 218 0.1% 0.1% 1018 -77 -12.48% Q4 2025 Feb 13, 2026
ELEVATUS WELATH MANAGEMENT History New 601 216 0.06% 1020 +601 New Q4 2025 Jan 14, 2026
L. Roy Papp & Associates, LLP History New 600 216 0.02% 1019 +600 New Q4 2025 Jan 28, 2026
NavPoint Financial, Inc. History New 600 216 0.09% 1021 +600 New Q4 2025 Jan 20, 2026
Sulzberger Capital Advisors, Inc. History New 600 216 0.22% 1022 +600 New Q4 2025 Jan 07, 2026
Eagle Bay Advisors LLC History New 597 214 0.16% 1023 +597 New Q4 2025 Jan 23, 2026
Illumine Investment Management, LLC History New 596 214 0.16% 1024 +596 New Q4 2025 Feb 09, 2026
EFG International AG History New 594 213 0.0% 1028 +594 New Q4 2025 Feb 17, 2026
Merkkuri Wealth Advisors LLC History New 592 213 0.14% 1027 +592 New Q4 2025 Jan 29, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History New 591 213 0.02% 1026 +591 New Q4 2025 Jan 27, 2026
Bison Wealth, LLC History New 554 213 0.02% 1025 +554 New Q4 2025 Mar 24, 2026
HOWE & RUSLING INC History Reduced 587 211 0.01% 0.02% 1029 -152 -20.57% Q4 2025 Feb 17, 2026
WealthPlan Investment Management, LLC History Reduced 588 211 0.01% 0.01% 1030 -72 -10.91% Q4 2025 Feb 05, 2026
Essex Financial Services, Inc. History New 584 210 0.01% 1031 +584 New Q4 2025 Feb 10, 2026
eCIO, Inc. History New 584 210 0.1% 1032 +584 New Q4 2025 Jan 20, 2026
Maia Wealth LLC History New 519 210 0.04% 1033 +519 New Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 582 209 0.0% 1034 +582 New Q4 2025 Feb 17, 2026
Client First Investment Management LLC History New 580 208 0.11% 1037 +580 New Q4 2025 Feb 09, 2026
Resolute Wealth Strategies, LLC History New 579 208 0.09% 1036 +579 New Q4 2025 Feb 06, 2026
BRIGHT FINANCIAL ADVISORS, INC. History New 578 208 0.1% 1038 +578 New Q4 2025 Jan 23, 2026
Register Financial Advisors LLC History No change 580 208 0.08% 0.07% 1035 0 0.0% Q4 2025 Jan 21, 2026
Simplicity Wealth,LLC History New 576 207 0.01% 1040 +576 New Q4 2025 Jan 30, 2026
WEBSTER BANK, N. A. History Reduced 576 207 0.02% 0.02% 1039 -117 -16.88% Q4 2025 Jan 23, 2026
Quantbot Technologies LP History Reduced 574 206 0.01% 0.02% 1041 -1,654 -74.24% Q4 2025 Feb 10, 2026
Sterling Wealth Management, Inc. History Reduced 574 206 0.06% 0.06% 1042 -40 -6.51% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 570 205 0.03% 0.05% 1043 -273 -32.38% Q4 2025 Feb 04, 2026
KKM Financial LLC History New 566 203 0.04% 1044 +566 New Q4 2025 Feb 18, 2026
GR FINANCIAL GROUP, LLC History New 562 202 0.05% 1045 +562 New Q4 2025 Feb 05, 2026
DUTCH ASSET Corp History New 561 202 0.16% 1046 +561 New Q4 2025 Mar 11, 2026
Van Hulzen Asset Management, LLC History New 556 200 0.01% 1047 +556 New Q4 2025 Feb 06, 2026
GeoWealth Management, LLC History New 551 198 0.01% 1048 +551 New Q4 2025 Feb 17, 2026
LRI Investments, LLC History Reduced 546 196 0.02% 0.02% 1049 -300 -35.46% Q4 2025 Feb 04, 2026
Washington Trust Advisors, Inc. History No change 540 194 0.01% 0.01% 1050 0 0.0% Q4 2025 Feb 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 533 191 0.07% 0.06% 1051 +2 0.38% Q4 2025 Jan 09, 2026
HM PAYSON & CO History Reduced 520 187 0.0% 0.0% 1052 -250 -32.47% Q4 2025 Feb 12, 2026
Pacific Center for Financial Services History No change 561 183 0.05% 0.05% 1053 0 0.0% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 493 177 0.0% 0.0% 1054 +226 84.64% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Added to 481 173 0.01% 0.01% 1055 +87 22.08% Q4 2025 Jan 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 464 167 0.14% 0.12% 1057 +102 28.18% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History Reduced 465 167 0.06% 0.06% 1056 -79 -14.52% Q4 2025 Feb 03, 2026
Modus Advisors, LLC History Reduced 460 165 0.04% 0.06% 1058 -200 -30.3% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 456 164 0.01% 0.01% 1059 0 0.0% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 445 160 0.0% 0.0% 1060 +130 41.27% Q4 2025 Jan 22, 2026
Monetary Solutions, Ltd History New 444 159 0.16% 1061 +444 New Q4 2025 Feb 23, 2026
Fairway Wealth LLC History No change 440 158 0.04% 0.04% 1062 0 0.0% Q4 2025 Jan 28, 2026
Oakworth Capital, Inc. History No change 434 156 0.01% 0.01% 1063 0 0.0% Q4 2025 Jan 30, 2026
Friedenthal Financial History New 414 149 0.08% 1064 +414 New Q4 2025 Jan 27, 2026
BAYBAN History New 410 147 0.13% 1065 +410 New Q4 2025 Mar 05, 2026
Kohmann Bosshard Financial Services, LLC History New 400 144 0.01% 1066 +400 New Q4 2025 Jan 30, 2026
MidFirst Bank History New 400 144 0.01% 1068 +400 New Q4 2025 Feb 25, 2026
Pandora Wealth, Inc. History No change 400 144 0.09% 0.08% 1067 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Added to 376 135 0.01% 0.01% 1069 +146 63.48% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 365 131 0.04% 0.03% 1070 +150 69.77% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Added to 354 127 0.0% 0.0% 1071 +162 84.38% Q4 2025 Feb 09, 2026
Global Trust Asset Management, LLC History No change 355 127 0.05% 0.05% 1072 0 0.0% Q4 2025 Jan 20, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 350 126 0.03% 0.03% 1073 0 0.0% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Added to 347 124 0.0% 0.0% 1074 +47 15.67% Q4 2025 Feb 02, 2026
RMG Wealth Management LLC History Reduced 309 124 0.02% 0.01% 1075 -6 -1.9% Q4 2025 Jan 29, 2026
Signature Resources Capital Management, LLC History Added to 342 123 0.06% 0.03% 1077 +192 128.0% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History No change 343 123 0.01% 0.01% 1076 0 0.0% Q4 2025 Jan 27, 2026
Cape Investment Advisory, Inc. History New 337 121 0.04% 1078 +337 New Q4 2025 Feb 17, 2026
Greykasell Wealth Strategies, Inc. History Added to 328 118 0.05% 0.04% 1081 +60 22.39% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 330 118 0.0% 0.0% 1080 -57 -14.73% Q4 2025 Jan 16, 2026
DEUTSCHE BANK AG\ History No change 330 118 0.0% 0.0% 1079 0 0.0% Q4 2025 Feb 11, 2026
Garner Asset Management Corp History New 322 115 0.04% 1082 +322 New Q4 2025 Feb 03, 2026
Fairscale Capital, LLC History Added to 311 112 0.07% 0.07% 1083 +2 0.65% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 306 110 0.01% 0.0% 1085 +185 152.89% Q4 2025 Feb 10, 2026
Investment Research & Advisory Group, Inc. History No change 305 110 0.04% 0.03% 1084 0 0.0% Q4 2025 Jan 20, 2026
Garton & Associates Financial Advisors LLC History New 302 108 0.06% 1086 +302 New Q4 2025 Feb 18, 2026
Hilton Head Capital Partners, LLC History New 298 107 0.06% 1087 +298 New Q4 2025 Feb 11, 2026
GPS Wealth Strategies Group, LLC History Reduced 295 106 0.09% 0.16% 1089 -4,493 -93.84% Q4 2025 Feb 06, 2026
Goodman Advisory Group, LLC History Reduced 295 106 0.03% 0.03% 1090 -80 -21.33% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 293 106 0.0% 0.0% 1088 -29 -9.01% Q4 2025 Feb 05, 2026
Advocate Investing Services LLC History New 280 100 0.09% 1091 +280 New Q4 2025 Feb 12, 2026
First Command Advisory Services, Inc. History Added to 273 98 0.0% 0.0% 1093 +36 15.19% Q4 2025 Feb 11, 2026
Battery Global Advisors, LLC History No change 273 98 0.05% 0.04% 1092 0 0.0% Q4 2025 Feb 13, 2026
Front Row Advisors LLC History No change 273 98 0.03% 0.03% 1094 0 0.0% Q4 2025 Feb 12, 2026
REAP Financial Group, LLC History New 251 90 0.02% 1095 +251 New Q4 2025 Feb 10, 2026
Kilter Group LLC History Reduced 246 88 0.04% 0.04% 1096 -36 -12.77% Q4 2025 Feb 13, 2026
Powell Investment Advisors, LLC History Added to 243 87 0.03% 0.02% 1097 +63 35.0% Q4 2025 Feb 09, 2026
Archer Investment Corp History No change 239 86 0.02% 0.02% 1098 0 0.0% Q4 2025 Jan 30, 2026
SWAN Capital LLC History New 236 84 0.03% 1099 +236 New Q4 2025 Feb 12, 2026
Provenance Wealth Advisors, LLC History Reduced 234 84 0.01% 0.02% 1100 -216 -48.0% Q4 2025 Jan 26, 2026
EPG Wealth Management LLC History No change 232 83 0.02% 0.02% 1101 0 0.0% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History No change 228 82 0.01% 0.01% 1102 0 0.0% Q4 2025 Feb 11, 2026
Cypress Capital Management LLC (WY) History Reduced 227 81 0.08% 0.07% 1103 -4 -1.73% Q4 2025 Feb 09, 2026
Reyes Financial Architecture, Inc. History Reduced 221 79 0.05% 4.65% 1105 -20,744 -98.95% Q4 2025 Jan 26, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 222 79 0.02% 0.01% 1104 +135 155.17% Q4 2025 Feb 05, 2026
Noble Wealth Management PBC History Added to 220 79 0.04% 0.03% 1106 +20 10.0% Q4 2025 Jan 05, 2026
Quattro Advisors LLC History New 211 75 0.06% 1107 +211 New Q4 2025 Feb 13, 2026
Davis Capital Management History No change 207 74 0.05% 0.05% 1108 0 0.0% Q4 2025 Jan 28, 2026
WealthShield Partners, LLC History New 201 72 0.01% 1111 +201 New Q4 2025 Feb 03, 2026
UMB Bank, n.a. History Added to 200 72 0.0% 0.0% 1109 +50 33.33% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 200 72 0.0% 0.0% 1110 0 0.0% Q4 2025 Feb 02, 2026
Addison Advisors LLC History No change 200 72 0.02% 0.02% 1112 0 0.0% Q4 2025 Feb 06, 2026
Centennial Bank/AR/ History No change 200 72 0.03% 0.03% 1113 0 0.0% Q4 2025 Feb 17, 2026
LOM Asset Management Ltd History No change 200 72 0.02% 0.02% 1114 0 0.0% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History No change 198 71 0.0% 0.0% 1115 0 0.0% Q4 2025 Jan 30, 2026
Harbor Asset Planning, Inc. History No change 194 70 0.06% 0.06% 1116 0 0.0% Q4 2025 Jan 26, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 184 66 0.0% 0.0% 1118 +139 308.89% Q4 2025 Jan 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 186 66 0.01% 0.01% 1119 +104 126.83% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History No change 186 66 0.0% 0.0% 1117 0 0.0% Q4 2025 Feb 12, 2026
Breakwater Investment Management History No change 185 66 0.02% 0.02% 1120 0 0.0% Q4 2025 Feb 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 180 64 0.0% 0.0% 1121 0 0.0% Q4 2025 Feb 12, 2026
Anfield Capital Management, LLC History Reduced 173 62 0.02% 0.07% 1122 -598 -77.56% Q4 2025 Feb 03, 2026
Greenline Wealth Management LLC History New 168 60 0.06% 1123 +168 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 157 57 0.0% 0.0% 1127 +106 207.84% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History Reduced 160 57 0.01% 0.01% 1126 -15 -8.57% Q4 2025 Jan 30, 2026
HighMark Wealth Management LLC History Added to 160 57 0.02% 0.02% 1125 +1 0.63% Q4 2025 Feb 05, 2026
SouthState Bank Corp History No change 161 57 0.0% 0.0% 1124 0 0.0% Q4 2025 Feb 11, 2026
Hilltop National Bank History Added to 150 54 0.01% 0.01% 1129 +50 50.0% Q4 2025 Jan 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 151 54 0.0% 0.0% 1128 -6 -3.82% Q4 2025 Jan 23, 2026
Hartford Financial Management Inc. History No change 137 49 0.01% 0.01% 1130 0 0.0% Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Added to 132 47 0.0% 0.0% 1131 +70 112.9% Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History Reduced 132 47 0.0% 0.0% 1132 -4 -2.94% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History No change 130 46 0.01% 0.0% 1133 0 0.0% Q4 2025 Feb 10, 2026
Smithfield Trust Co History Reduced 125 45 0.0% 0.0% 1134 -92 -42.4% Q4 2025 Feb 09, 2026
Olistico Wealth, LLC History New 121 43 0.02% 1136 +121 New Q4 2025 Jan 13, 2026
CENTRAL TRUST Co History Added to 120 43 0.0% 0.0% 1135 +48 66.67% Q4 2025 Feb 02, 2026
Jessup Wealth Management, Inc History New 111 40 0.01% 1141 +111 New Q4 2025 Feb 11, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 114 40 0.01% 0.02% 1137 -30 -20.83% Q4 2025 Feb 10, 2026
Silicon Valley Capital Partners History Added to 113 40 0.0% 0.0% 1139 +1 0.89% Q4 2025 Feb 13, 2026
Financial Management Professionals, Inc. History No change 113 40 0.0% 0.0% 1138 0 0.0% Q4 2025 Jan 27, 2026
Dunhill Financial, LLC History No change 112 40 0.01% 0.01% 1140 0 0.0% Q4 2025 Jan 29, 2026
TD Capital Management LLC History No change 110 39 0.0% 0.0% 1142 0 0.0% Q4 2025 Feb 26, 2026
GAMMA Investing LLC History No change 108 38 0.0% 0.0% 1143 0 0.0% Q4 2025 Jan 05, 2026
Evelyn Partners Asset Management Ltd History No change 104 37 0.01% 0.01% 1144 0 0.0% Q4 2025 Feb 13, 2026
CX Institutional History No change 101 36 0.0% 0.0% 1145 0 0.0% Q4 2025 Feb 02, 2026
Clark Wealth Partners History No change 101 36 0.02% 0.02% 1146 0 0.0% Q4 2025 Feb 04, 2026
INVESTMENT COUNSEL CO OF NEVADA History New 98 35 0.08% 1147 +98 New Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 95 34 0.0% 0.0% 1148 0 0.0% Q4 2025 Jan 14, 2026
Physician Wealth Advisors, Inc. History No change 94 33 0.0% 0.0% 1149 0 0.0% Q4 2025 Jan 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 90 32 0.0% 0.0% 1150 0 0.0% Q4 2025 Jan 20, 2026
Central Pacific Bank - Trust Division History No change 90 32 0.0% 0.0% 1151 0 0.0% Q4 2025 Jan 07, 2026
Luminist Capital LLC History No change 89 31 0.04% 0.03% 1152 0 0.0% Q4 2025 Feb 13, 2026
Realta Investment Advisors History No change 83 30 0.01% 0.01% 1153 0 0.0% Q4 2025 Jan 20, 2026
Crewe Advisors LLC History Reduced 80 28 0.0% 0.0% 1154 -1 -1.23% Q4 2025 Jan 16, 2026
Rosenberg Matthew Hamilton History No change 79 28 0.01% 0.01% 1155 0 0.0% Q4 2025 Jan 05, 2026
Running Point Capital Advisors, LLC History No change 80 28 0.01% 0.01% 1156 0 0.0% Q4 2025 Feb 17, 2026
Decker Retirement Planning Inc. History Reduced 75 27 0.01% 2.41% 1159 -13,345 -99.44% Q4 2025 Jan 26, 2026
WealthCollab, LLC History New 77 27 0.01% 1160 +77 New Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Reduced 75 27 0.0% 0.0% 1157 -60 -44.44% Q4 2025 Feb 18, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 77 27 0.01% 0.01% 1158 0 0.0% Q4 2025 Jan 12, 2026
Darwin Wealth Management, LLC History Added to 73 26 0.01% 0.01% 1162 +19 35.19% Q4 2025 Jan 22, 2026
Roxbury Financial LLC History Reduced 73 26 0.02% 0.02% 1163 -4 -5.19% Q4 2025 Jan 05, 2026
Jackson, Grant Investment Advisers, Inc. History No change 73 26 0.01% 0.01% 1161 0 0.0% Q4 2025 Jan 27, 2026
NBT BANK N A /NY History New 360 23 0.0% 1164 +360 New Q4 2025 Jan 23, 2026
Caitlin John, LLC History Reduced 66 23 0.02% 0.03% 1165 -69 -51.11% Q4 2025 Feb 18, 2026
Ares Financial Consulting, LLC History New 62 22 0.02% 1168 +62 New Q4 2025 Jan 30, 2026
Frazier Financial Advisors, LLC History Added to 64 22 0.01% 0.0% 1167 +56 700.0% Q4 2025 Feb 09, 2026
AMERICAN NATIONAL BANK & TRUST History No change 62 22 0.0% 0.0% 1166 0 0.0% Q4 2025 Jan 20, 2026
Purpose Unlimited Inc. History New 59 21 0.0% 1172 +59 New Q4 2025 Mar 20, 2026
IFC & Insurance Marketing, Inc. History New 58 21 0.02% 1171 +58 New Q4 2025 Feb 12, 2026
BARRETT & COMPANY, INC. History Reduced 60 21 0.01% 0.01% 1169 -10 -14.29% Q4 2025 Jan 28, 2026
Quest 10 Wealth Builders, Inc. History No change 60 21 0.02% 0.02% 1170 0 0.0% Q4 2025 Jan 29, 2026
OBSIDIAN CIO, LLC History Reduced 58 20 0.03% 0.03% 1175 -750 -92.82% Q4 2025 Feb 18, 2026
Transamerica Financial Advisors, LLC History New 56 20 0.0% 1173 +56 New Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History No change 56 20 0.0% 0.0% 1174 0 0.0% Q4 2025 Feb 05, 2026
Sound Income Strategies, LLC History Reduced 49 19 0.0% 0.0% 1176 -42 -46.15% Q4 2025 Jan 21, 2026
Rossby Financial, LCC History New 52 18 0.01% 1179 +52 New Q4 2025 Feb 12, 2026
JNBA Financial Advisors History No change 51 18 0.0% 0.0% 1177 0 0.0% Q4 2025 Jan 26, 2026
BankPlus Trust Department History No change 52 18 0.0% 0.0% 1178 0 0.0% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History Reduced 49 17 0.0% 0.0% 1181 -53 -51.96% Q4 2025 Jan 16, 2026
Laurel Wealth Advisors LLC History New 49 17 0.0% 1182 +49 New Q4 2025 Jan 30, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 48 17 0.0% 0.0% 1180 -17 -26.15% Q4 2025 Jan 20, 2026
Westfuller Advisors, LLC History No change 44 15 0.01% 0.01% 1183 0 0.0% Q4 2025 Jan 21, 2026
Bulwark Capital Corp History No change 43 15 0.01% 0.01% 1184 0 0.0% Q4 2025 Jan 12, 2026
DecisionPoint Financial, LLC History New 38 13 0.0% 1185 +38 New Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 36 13 0.01% 1186 +36 New Q4 2025 Jan 23, 2026
Wealth Enhancement Trust Services, Inc. History New 36 12 0.0% 1191 +36 New Q4 2025 Jan 27, 2026
Gen-Wealth Partners Inc History New 34 12 0.0% 1190 +34 New Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 36 12 0.0% 0.0% 1187 0 0.0% Q4 2025 Jan 07, 2026
WOLFF WIESE MAGANA LLC History No change 34 12 0.01% 0.01% 1188 0 0.0% Q4 2025 Jan 14, 2026
Aspect Partners, LLC History No change 36 12 0.01% 0.0% 1189 0 0.0% Q4 2025 Jan 23, 2026
TOMPKINS FINANCIAL CORP History New 33 11 0.0% 1192 +33 New Q4 2025 Jan 08, 2026
Cornerstone National Bank & Trust Co History No change 32 11 0.0% 0.0% 1193 0 0.0% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History New 30 10 0.0% 1194 +30 New Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 28 10 0.01% 0.0% 1197 +18 180.0% Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History No change 28 10 0.0% 0.0% 1195 0 0.0% Q4 2025 Jan 22, 2026
New England Capital Financial Advisors LLC History No change 29 10 0.0% 0.0% 1196 0 0.0% Q4 2025 Feb 02, 2026
GGM Financials LLC History New 27 9 0.0% 1201 +27 New Q4 2025 Feb 04, 2026
Keystone Financial Group, Inc. History New 25 9 0.0% 1202 +25 New Q4 2025 Jan 16, 2026
ST GERMAIN D J CO INC History No change 27 9 0.0% 0.0% 1198 0 0.0% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History No change 25 9 0.0% 0.0% 1199 0 0.0% Q4 2025 Jan 26, 2026
City State Bank History No change 25 9 0.0% 0.0% 1200 0 0.0% Q4 2025 Jan 28, 2026
Motiv8 Investments LLC History New 23 8 0.0% 1204 +23 New Q4 2025 Feb 13, 2026
MASECO LLP History New 23 8 0.0% 1205 +23 New Q4 2025 Jan 22, 2026
MTM Investment Management, LLC History No change 24 8 0.0% 0.0% 1203 0 0.0% Q4 2025 Feb 09, 2026
MCF Advisors LLC History New 20 7 0.0% 1207 +20 New Q4 2025 Feb 11, 2026
ALBION FINANCIAL GROUP /UT History No change 20 7 0.0% 0.0% 1206 0 0.0% Q4 2025 Jan 21, 2026
Scarborough Advisors, LLC History No change 20 7 0.0% 0.0% 1208 0 0.0% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History New 15 5 0.0% 1209 +15 New Q4 2025 Jan 28, 2026
SJS Investment Consulting Inc. History New 14 5 0.0% 1210 +14 New Q4 2025 Jan 21, 2026
Gould Capital, LLC History No change 15 5 0.0% 0.0% 1211 0 0.0% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History New 12 4 0.0% 1213 +12 New Q4 2025 Jan 15, 2026
Smallwood Wealth Investment Management, LLC History No change 13 4 0.0% 0.0% 1212 0 0.0% Q4 2025 Jan 23, 2026
Collier Financial History New 11 3 0.0% 1217 +11 New Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History No change 10 3 0.0% 0.0% 1214 0 0.0% Q4 2025 Feb 02, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 3 0.0% 0.0% 1215 0 0.0% Q4 2025 Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 11 3 0.0% 0.0% 1216 0 0.0% Q4 2025 Jan 14, 2026
Cherry Tree Wealth Management, LLC History No change 10 3 0.0% 0.0% 1218 0 0.0% Q4 2025 Feb 10, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 6 2 0.0% 1220 +5 500.0% Q4 2025 Jan 28, 2026
FINANCIAL CONSULATE, INC History No change 8 2 0.0% 0.0% 1219 0 0.0% Q4 2025 Jan 22, 2026
VSM Wealth Advisory, LLC History No change 8 2 0.0% 0.0% 1221 0 0.0% Q4 2025 Feb 06, 2026
Elevated Capital Advisors, LLC History New 5 1 0.0% 1224 +5 New Q4 2025 Jan 27, 2026
ATWOOD & PALMER INC History No change 4 1 0.0% 0.0% 1222 0 0.0% Q4 2025 Jan 28, 2026
Horrell Capital Management, Inc. History No change 5 1 0.0% 0.0% 1223 0 0.0% Q4 2025 Feb 03, 2026
Fortitude Family Office, LLC History No change 3 1 0.0% 1225 0 0.0% Q4 2025 Jan 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.12% -289,367 -100.0% Q3 2025 Nov 13, 2025
Main Management Fund Advisors LLC History Closed out 0 0 8.88% -280,900 -100.0% Q3 2025 Nov 14, 2025
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 1.22% -176,537 -100.0% Q3 2025 Nov 14, 2025
Alta Park Capital, LP History Closed out 0 0 4.85% -170,000 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.03% -148,431 -100.0% Q3 2025 Nov 14, 2025
NOMURA HOLDINGS INC History Closed out 0 0 0.07% -135,000 -100.0% Q3 2025 Nov 14, 2025
Monaco Asset Management SAM History Closed out 0 0 2.08% -105,000 -100.0% Q3 2025 Nov 10, 2025
SCOPUS ASSET MANAGEMENT, L.P. History Closed out 0 0 0.44% -100,000 -100.0% Q3 2025 Nov 14, 2025
Maven Securities LTD History Closed out 0 0 0.51% -63,824 -100.0% Q3 2025 Nov 20, 2025
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 2.28% -52,732 -100.0% Q3 2025 Nov 10, 2025
Hiddenite Capital Partners LP History Closed out 0 0 2.96% -50,000 -100.0% Q3 2025 Oct 29, 2025
Sender Co & Partners, Inc. History Closed out 0 0 1.24% -34,600 -100.0% Q3 2025 Nov 17, 2025
Momentum Wealth Planning, LLC History Closed out 0 0 7.16% -28,210 -100.0% Q3 2025 Nov 12, 2025
WEXFORD CAPITAL LP History Closed out 0 0 1.25% -26,600 -100.0% Q3 2025 Nov 14, 2025
Lake Hills Wealth Management, LLC History Closed out 0 0 3.53% -20,252 -100.0% Q3 2025 Oct 14, 2025
Interval Partners, LP History Closed out 0 0 0.11% -20,000 -100.0% Q3 2025 Nov 14, 2025
Massar Capital Management, LP History Closed out 0 0 0.63% -14,614 -100.0% Q3 2025 Nov 14, 2025
Avestar Capital, LLC History Closed out 0 0 0.31% -14,280 -100.0% Q3 2025 Nov 07, 2025
Westwood Wealth Management History Closed out 0 0 1.68% -14,025 -100.0% Q3 2025 Oct 24, 2025
Quantitative Investment Management, LLC History Closed out 0 0 0.62% -13,678 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.02% -10,908 -100.0% Q3 2025 Nov 14, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 0.0% -10,300 -100.0% Q3 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Closed out 0 0 0.1% -5,650 -100.0% Q3 2025 Nov 13, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -4,677 -100.0% Q3 2025 Nov 10, 2025
Groupe la Francaise History Closed out 0 0 0.02% -4,420 -100.0% Q3 2025 Nov 13, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -3,871 -100.0% Q3 2025 Nov 10, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 0.14% -2,971 -100.0% Q3 2025 Nov 13, 2025
SVB WEALTH LLC History Closed out 0 0 0.05% -2,927 -100.0% Q3 2025 Nov 06, 2025
CMT Capital Markets Trading GmbH History Closed out 0 0 0.01% -2,858 -100.0% Q3 2025 Nov 12, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 0.73% -2,703 -100.0% Q3 2025 Nov 05, 2025
Symmetry Investments LP History Closed out 0 0 0.04% -2,300 -100.0% Q3 2025 Nov 14, 2025
Strategies Wealth Advisors, LLC History Closed out 0 0 0.06% -1,842 -100.0% Q3 2025 Nov 12, 2025
RPS ADVISORY SOLUTIONS LLC History Closed out 0 0 0.29% -1,790 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -1,760 -100.0% Q3 2025 Oct 14, 2025
ELCO Management Co., LLC History Closed out 0 0 0.17% -1,000 -100.0% Q3 2025 Nov 05, 2025
Fort Sheridan Advisors LLC History Closed out 0 0 0.04% -868 -100.0% Q3 2025 Nov 13, 2025
STAR Financial Bank History Closed out 0 0 0.16% -823 -100.0% Q3 2025 Nov 14, 2025
Financial Engines Advisors L.L.C. History Closed out 0 0 0.0% -810 -100.0% Q3 2025 Nov 17, 2025
Matisse Capital History Closed out 0 0 0.11% -780 -100.0% Q3 2025 Oct 29, 2025
HENGEHOLD CAPITAL MANAGEMENT LLC History Closed out 0 0 0.02% -777 -100.0% Q3 2025 Oct 16, 2025
Triad Wealth Partners, LLC History Closed out 0 0 0.03% -724 -100.0% Q3 2025 Oct 30, 2025
Vienna Asset Management LLC History Closed out 0 0 0.14% -722 -100.0% Q3 2025 Nov 14, 2025
SP Asset Management LLC History Closed out 0 0 0.02% -692 -100.0% Q3 2025 Nov 04, 2025
McAdam, LLC History Closed out 0 0 0.01% -680 -100.0% Q3 2025 Oct 29, 2025
Acorn Wealth Advisors, LLC History Closed out 0 0 0.07% -650 -100.0% Q3 2025 Oct 31, 2025
New Republic Capital, LLC History Closed out 0 0 0.06% -625 -100.0% Q3 2025 Oct 27, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 0.01% -428 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.06% -329 -100.0% Q3 2025 Jan 12, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -302 -100.0% Q3 2025 Oct 31, 2025
Kiker Wealth Management, LLC History Closed out 0 0 0.04% -255 -100.0% Q3 2025 Oct 27, 2025
Salomon & Ludwin, LLC History Closed out 0 0 0.01% -200 -100.0% Q3 2025 Oct 21, 2025
TFC Financial Management, Inc. History Closed out 0 0 0.01% -200 -100.0% Q3 2025 Oct 24, 2025
Team Financial Group, LLC History Closed out 0 0 0.03% -200 -100.0% Q3 2025 Oct 07, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -125 -100.0% Q3 2025 Oct 07, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 0.01% -111 -100.0% Q3 2025 Nov 13, 2025
Grove Bank & Trust History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 06, 2025
Fourth Dimension Wealth, LLC History Closed out 0 0 0.01% -100 -100.0% Q3 2025 Nov 04, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 0.01% -94 -100.0% Q3 2025 Oct 29, 2025
Roble, Belko & Company, Inc History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Oct 24, 2025
IAG Wealth Partners, LLC History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Nov 12, 2025
EASTERN BANK History Closed out 0 0 0.0% -40 -100.0% Q3 2025 Oct 27, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -38 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Nov 07, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Oct 21, 2025
Marathon Trading Investment Management LLC History Closed out 0 0 0.0% -24 -100.0% Q3 2025 Nov 13, 2025
CVA Family Office, LLC History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Oct 30, 2025
Financial Connections Group, Inc. History Closed out 0 0 0.0% -20 -100.0% Q3 2025 Oct 10, 2025
Rialto Wealth Management, LLC History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Nov 07, 2025
BROWN, LISLE/CUMMINGS, INC. History Closed out 0 0 0.0% -15 -100.0% Q3 2025 Oct 10, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -7 -100.0% Q3 2025 Dec 15, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 0.0% -5 -100.0% Q3 2025 Nov 05, 2025
POM Investment Strategies, LLC History New 2 0 +2 New Q4 2025 Feb 17, 2026
Colonial Trust Advisors History Closed out 0 0 -1 -100.0% Q3 2025 Nov 10, 2025
Gold Investment Management Ltd. History No change 2 0 0 0.0% Q4 2025 Jan 28, 2026
Bernard Wealth Management Corp. History No change 2 0 0 0.0% Q4 2025 Jan 15, 2026