INVESCO EXCHANGE-TRADED FUND TRUST - SPHQ

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Reduced 11,917,365 894,398 0.24% 0.28% 1 -1,195,544 -9.12% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 8,910,347 668,721 10.11% 9.73% 2 +496,439 5.9% Q4 2025 Jan 22, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,597,270 645,371 0.15% 0.15% 3 -186,905 -2.13% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 7,915,919 611,603 0.83% 0.85% 4 +253,950 3.31% Q4 2025 Jan 08, 2026
FMR LLC History Added to 5,771,664 433,163 0.02% 0.02% 5 +660,070 12.91% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 5,610,664 421,080 0.03% 0.03% 6 -533,248 -8.68% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,928,628 369,893 0.03% 0.02% 7 +218,520 4.64% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,799,228 360,182 0.07% 0.07% 8 -23,348 -0.48% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,369,100 327,902 0.1% 0.11% 9 -104,145 -2.33% Q4 2025 Feb 18, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 3,347,138 251,202 2.02% 2.0% 10 0 0.0% Q4 2025 Jan 27, 2026
Bank of New York Mellon Corp History Added to 2,801,483 210,251 0.04% 0.04% 11 +80,335 2.95% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,617,869 196,470 0.03% — 12 +2,617,869 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,503,578 187,931 0.27% 0.26% 13 -47,790 -1.87% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,308,323 173,239 0.11% 0.11% 14 +38,453 1.69% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,128,223 159,727 0.1% 0.09% 15 +290,336 15.8% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,935,292 145,243 0.04% 0.06% 16 -957,541 -33.1% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 1,690,006 126,834 0.02% 0.02% 17 +17,113 1.02% Q4 2025 Jan 29, 2026
SFMG, LLC History Added to 1,668,107 125,191 8.39% 8.39% 18 +16,565 1.0% Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History Added to 1,460,967 109,645 0.76% 0.78% 19 +113 0.01% Q4 2025 Feb 11, 2026
Madison Asset Management, LLC History Reduced 1,362,392 102,247 1.18% 1.17% 20 -86,577 -5.98% Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History Reduced 1,309,600 98,285 0.67% 0.71% 21 -6,040 -0.46% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 1,237,396 92,866 0.1% 0.14% 22 -353,999 -22.24% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,071,701 80,431 0.11% 0.11% 23 -106,133 -9.01% Q4 2025 Feb 12, 2026
Kovitz Investment Group Partners, LLC History Reduced 1,002,293 75,222 1.67% 0.34% 24 -194,260 -16.23% Q4 2025 Feb 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 974,212 73,114 0.04% 0.05% 25 -198,146 -16.9% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Reduced 903,019 67,771 0.17% 0.23% 26 -248,941 -21.61% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 866,496 65,030 0.06% 0.06% 27 +41,990 5.09% Q4 2025 Feb 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 774,337 58,113 11.16% — 28 +774,337 New Q4 2025 Feb 13, 2026
Evensky & Katz LLC History Added to 773,450 58,047 3.27% 3.28% 29 +2,518 0.33% Q4 2025 Feb 05, 2026
Compass Ion Advisors, LLC History Added to 740,985 55,610 5.3% 5.08% 30 +22,753 3.17% Q4 2025 Jan 29, 2026
Paragon Capital Management Ltd History Reduced 732,231 54,953 10.94% 10.18% 31 -6,290 -0.85% Q4 2025 Jan 22, 2026
Perennial Investment Advisors, LLC History Reduced 706,373 53,014 4.18% 4.29% 32 -4,043 -0.57% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 657,603 49,353 0.09% 0.02% 33 +535,929 440.46% Q4 2025 Mar 16, 2026
Stratos Wealth Partners, LTD. History Added to 641,159 48,119 0.54% 0.54% 34 +19,536 3.14% Q4 2025 Jan 20, 2026
Demars Financial Group, LLC History Added to 639,632 48,004 16.07% 15.52% 35 +28,275 4.62% Q4 2025 Jan 22, 2026
Davidson Capital Management Inc. History Added to 634,770 47,639 10.31% 10.3% 36 +5,411 0.86% Q4 2025 Jan 28, 2026
Family Investment Center, Inc. History Added to 623,937 46,826 9.46% 9.48% 37 +1,342 0.22% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Added to 586,800 44,039 0.06% 0.04% 38 +178,600 43.75% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 561,746 42,158 0.24% 0.01% 39 +537,812 2247.06% Q4 2025 Feb 03, 2026
Alpine Bank Wealth Management History Added to 555,050 41,656 5.89% 5.65% 40 +7,296 1.33% Q4 2025 Jan 15, 2026
JPMORGAN CHASE & CO History Added to 536,698 40,279 0.0% 0.0% 41 +117,604 28.06% Q4 2025 Feb 11, 2026
Milestone Investment Advisors LLC History Reduced 525,917 39,470 9.56% 9.62% 42 -2,194 -0.42% Q4 2025 Feb 11, 2026
UNION SAVINGS BANK History New 482,047 36,172 15.67% — 43 +482,047 New Q4 2025 Mar 06, 2026
Capital Planning Advisors, LLC History Reduced 452,850 33,986 4.55% 4.79% 44 -23,128 -4.86% Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Added to 449,419 33,728 1.59% 1.47% 45 +76,373 20.47% Q4 2025 Jan 12, 2026
Wealth Enhancement Trust Services, Inc. History New 445,438 33,430 4.22% — 46 +445,438 New Q4 2025 Jan 27, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 438,841 32,935 11.59% 12.53% 47 -89,464 -16.93% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Reduced 413,457 31,029 0.04% 0.04% 48 -1,666 -0.4% Q4 2025 Feb 02, 2026
Orgel Wealth Management, LLC History Reduced 402,733 30,225 0.67% 0.71% 49 -23,181 -5.44% Q4 2025 Jan 07, 2026
Schwallier Wealth Management LLC History Reduced 383,403 29,671 18.96% 18.67% 50 -24,587 -6.03% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 379,185 28,458 0.08% 0.09% 51 -46,045 -10.83% Q4 2025 Feb 05, 2026
SUMMIT WEALTH GROUP LLC / CO History New 370,957 27,840 3.69% — 52 +370,957 New Q4 2025 Feb 04, 2026
Ballast, Inc. History Added to 370,528 27,808 6.51% 6.44% 53 +7,844 2.16% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Reduced 369,246 27,711 0.09% 0.91% 54 -3,517,620 -90.5% Q4 2025 Feb 02, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 340,324 25,541 0.57% 0.61% 55 -9,460 -2.7% Q4 2025 Jan 27, 2026
Mariner, LLC History Reduced 336,240 25,234 0.03% 0.04% 56 -117,861 -25.95% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 320,284 24,037 0.11% 0.11% 57 +9,031 2.9% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 311,979 23,414 0.03% 0.03% 58 -8,975 -2.8% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 284,847 21,377 0.38% 0.46% 59 +2,669 0.95% Q4 2025 Feb 06, 2026
Snowden Capital Advisors LLC History Added to 280,811 21,074 0.54% 0.53% 60 +15,347 5.78% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 273,638 20,536 0.35% 0.51% 61 -111,966 -29.04% Q4 2025 Feb 17, 2026
Sterling Group Wealth Management, LLC History Reduced 271,552 20,379 9.86% 9.88% 62 -497 -0.18% Q4 2025 Jan 27, 2026
Jefferies Financial Group Inc. History Added to 270,666 20,313 0.1% 0.09% 63 +5,785 2.18% Q4 2025 Feb 09, 2026
Rollins Financial Advisors, LLC History Added to 268,933 20,183 2.96% 2.86% 64 +10,715 4.15% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Added to 266,987 20,037 0.02% 0.02% 65 +58,835 28.27% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 265,935 19,958 0.03% 0.03% 66 +1,446 0.55% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Reduced 253,601 19,032 0.08% 0.08% 67 -4,454 -1.73% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History Reduced 251,552 18,878 1.46% 1.48% 68 -2,070 -0.82% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 251,507 18,875 1.19% 1.18% 69 +10,993 4.57% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Added to 250,837 18,825 0.05% 0.05% 70 +9,842 4.08% Q4 2025 Feb 17, 2026
TruWealth Advisors, LLC History Reduced 248,247 18,630 0.91% 0.96% 71 -9,817 -3.8% Q4 2025 Jan 07, 2026
Focus Financial Network, Inc. History Added to 239,483 17,973 0.63% 0.61% 72 +5,228 2.23% Q4 2025 Jan 12, 2026
Graves Light Lenhart Wealth, Inc. History Added to 237,015 17,787 1.89% 1.89% 73 +4,409 1.9% Q4 2025 Jan 09, 2026
Tidemark, LLC History Added to 231,112 17,344 4.93% 4.69% 74 +11,469 5.22% Q4 2025 Feb 10, 2026
JNBA Financial Advisors History Added to 222,779 16,719 1.46% 1.45% 75 +4,836 2.22% Q4 2025 Jan 26, 2026
Burns Matteson Capital Management, LLC History Added to 222,628 16,708 5.86% 6.39% 76 +1,972 0.89% Q4 2025 Jan 15, 2026
Eagle Strategies LLC History Added to 217,882 16,352 2.09% 2.04% 77 +9,845 4.73% Q4 2025 Jan 23, 2026
Cresta Advisors, Ltd. History Reduced 210,604 15,805 6.63% 7.08% 78 -5,869 -2.71% Q4 2025 Feb 03, 2026
Lido Advisors, LLC History Added to 212,630 15,584 0.05% 0.05% 79 +272 0.13% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 206,441 15,493 0.38% 0.3% 80 +43,706 26.86% Q4 2025 Feb 17, 2026
SIERRA OCEAN, LLC History Added to 205,138 15,395 12.74% 12.21% 81 +6,807 3.43% Q4 2025 Feb 06, 2026
Sound View Wealth Advisors Group, LLC History Reduced 197,155 14,796 0.99% 1.0% 82 -1,432 -0.72% Q4 2025 Jan 08, 2026
MOR Wealth Management, LLC History New 195,157 14,646 6.69% — 83 +195,157 New Q4 2025 Jan 15, 2026
Crusonia Wealth Advisors LLC History New 193,361 14,511 3.19% — 84 +193,361 New Q4 2025 Feb 18, 2026
Hoese & Co LLP History Added to 192,752 14,464 10.31% 10.79% 85 +149 0.08% Q4 2025 Jan 14, 2026
Opes Wealth Management LLC History Added to 187,611 14,080 2.3% 2.35% 86 +2,057 1.11% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Added to 167,526 12,572 0.24% 0.24% 87 +9,331 5.9% Q4 2025 Feb 03, 2026
TD Capital Management LLC History Added to 163,145 12,244 1.09% 1.06% 88 +2,663 1.66% Q4 2025 Feb 26, 2026
Chicago Wealth Management, Inc. History Added to 159,662 11,982 4.82% 4.99% 89 +3,316 2.12% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 158,929 11,927 0.53% 0.67% 90 -40,015 -20.11% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 158,196 11,872 0.33% 0.72% 91 +1,217 0.78% Q4 2025 Feb 10, 2026
Strategies Wealth Advisors, LLC History Reduced 155,875 11,698 1.17% 1.21% 92 -2,441 -1.54% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 154,636 11,687 0.02% 0.02% 93 +35,910 30.25% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Reduced 154,673 11,608 0.17% 0.17% 94 -967 -0.62% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Added to 154,557 11,599 0.24% 0.19% 95 +39,816 34.7% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Reduced 151,809 11,393 0.6% 0.64% 96 -953 -0.62% Q4 2025 Jan 23, 2026
Certified Advisory Corp History Reduced 150,997 11,332 1.03% 1.06% 97 -846 -0.56% Q4 2025 Jan 12, 2026
Headland Capital, LLC History Added to 150,988 11,331 3.15% 3.09% 98 +769 0.51% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Reduced 150,239 11,275 0.03% 0.03% 99 -4,846 -3.12% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 149,580 11,225 0.04% 0.05% 100 +1,865 1.26% Q4 2025 Feb 18, 2026
Ruggaard & Associates LLC History Reduced 146,489 10,994 4.33% 4.38% 101 -13,383 -8.37% Q4 2025 Feb 20, 2026
Jackson Wealth Management, LLC History Added to 145,703 10,935 1.06% 1.06% 102 +1,259 0.87% Q4 2025 Jan 20, 2026
Quantinno Capital Management LP History Added to 144,611 10,853 0.02% 0.0% 103 +133,698 1225.13% Q4 2025 Feb 17, 2026
Core Wealth Advisors, Inc. History Reduced 144,326 10,831 2.81% 2.79% 104 -1,838 -1.26% Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History Added to 141,386 10,611 2.05% 2.02% 105 +158 0.11% Q4 2025 Feb 11, 2026
Symphony Financial, Ltd. Co. History Added to 137,295 10,398 1.4% 1.18% 106 +4,764 3.59% Q4 2025 Feb 11, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 136,258 10,226 1.83% 1.52% 107 +29,491 27.62% Q4 2025 Feb 06, 2026
Essex Financial Services, Inc. History Reduced 132,253 9,925 0.56% 0.59% 108 -1,553 -1.16% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Reduced 132,085 9,913 0.01% 0.02% 109 -452 -0.34% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Reduced 130,137 9,766 0.01% 0.02% 110 -78,777 -37.71% Q4 2025 Feb 13, 2026
Legacy Private Trust Co. History Reduced 124,732 9,361 0.55% 0.55% 111 -54 -0.04% Q4 2025 Jan 08, 2026
Lynx Investment Advisory History Added to 124,309 9,329 5.09% 5.37% 112 +1,723 1.41% Q4 2025 Feb 05, 2026
Stonebridge Financial Planning Group, LLC History Added to 123,524 9,270 3.35% 3.36% 113 +1,346 1.1% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Added to 123,104 9,238 0.07% 0.04% 114 +56,944 86.07% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 120,626 9,052 0.05% 0.02% 115 +67,219 125.86% Q4 2025 Jan 29, 2026
Concord Wealth Partners History Added to 119,681 8,982 1.17% 1.16% 116 +4,900 4.27% Q4 2025 Jan 29, 2026
Concurrent Investment Advisors, LLC History Added to 119,492 8,967 0.1% 0.07% 117 +63,216 112.33% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 118,248 8,874 0.04% — 118 +118,248 New Q4 2025 Feb 05, 2026
Trilogy Capital Inc. History Added to 117,777 8,839 0.4% 0.36% 120 +10,641 9.93% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 117,777 8,839 0.01% 0.01% 119 -1,626 -1.36% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 115,219 8,647 0.0% 0.0% 121 -96 -0.08% Q4 2025 Feb 19, 2026
Santori & Peters, Inc. History Added to 115,150 8,641 2.95% 3.0% 122 +743 0.65% Q4 2025 Jan 15, 2026
Integrity Investment Advisors, LLC History Added to 113,891 8,547 4.71% 5.18% 123 +7,206 6.75% Q4 2025 Feb 13, 2026
Security Financial Services, INC. History New 110,180 8,269 1.3% — 124 +110,180 New Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Added to 109,367 8,208 0.43% 0.44% 125 +1,445 1.34% Q4 2025 Feb 05, 2026
Green Ridge Wealth Planning LLC History New 106,530 7,995 4.09% — 126 +106,530 New Q4 2025 Mar 11, 2026
Vigilare Wealth Management History Reduced 104,979 7,878 2.65% 2.89% 127 -8,940 -7.85% Q4 2025 Jan 07, 2026
MAI Capital Management History Added to 103,925 7,799 0.04% 0.04% 128 +8,149 8.51% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 103,550 7,771 0.06% 0.03% 129 +58,235 128.51% Q4 2025 Jan 26, 2026
Performa Ltd (US), LLC History Added to 102,691 7,706 1.96% 1.98% 130 +975 0.96% Q4 2025 Feb 10, 2026
Flagship Private Wealth, LLC History Reduced 102,362 7,682 3.02% 3.02% 131 -219 -0.21% Q4 2025 Feb 04, 2026
Wealthspire Retirement, LLC History Reduced 101,071 7,585 0.46% 0.47% 132 -85 -0.08% Q4 2025 Feb 18, 2026
Nikulski Financial, Inc. History Reduced 100,765 7,562 1.81% 2.73% 133 -47,284 -31.94% Q4 2025 Jan 15, 2026
Kestra Advisory Services, LLC History Reduced 98,269 7,375 0.03% 0.04% 134 -15,442 -13.58% Q4 2025 Feb 13, 2026
Cedar Wealth Management, LLC History Reduced 97,136 7,290 2.18% 2.19% 135 -200 -0.21% Q4 2025 Feb 06, 2026
Synergy Investment Management, LLC History Reduced 96,236 7,222 2.56% 3.44% 136 -26,628 -21.67% Q4 2025 Feb 06, 2026
Artesa Financial Group, LLC History New 95,831 7,192 7.4% — 137 +95,831 New Q4 2025 Feb 11, 2026
Endowment Wealth Management, Inc. History Added to 94,775 7,112 3.27% 1.39% 138 +53,023 127.0% Q4 2025 Feb 09, 2026
COMERICA BANK History Added to 92,202 6,919 0.03% 0.02% 139 +2,567 2.86% Q4 2025 Jan 29, 2026
Dynamic Wealth Strategies, LLC History Reduced 92,057 6,908 4.11% 4.67% 140 -3,377 -3.54% Q4 2025 Feb 04, 2026
Well Done, LLC History Reduced 90,749 6,810 1.02% 1.15% 141 -1,428 -1.55% Q4 2025 Jan 13, 2026
Savvy Advisors, Inc. History Added to 90,619 6,800 0.22% 0.02% 142 +85,174 1564.26% Q4 2025 Jan 20, 2026
TSFG, LLC History Reduced 90,072 6,760 1.01% 1.81% 143 -65,019 -41.92% Q4 2025 Feb 04, 2026
KPP Advisory Services LLC History Added to 88,011 6,605 0.96% 0.9% 144 +4,830 5.81% Q4 2025 Feb 02, 2026
Jordan Park Group LLC History Reduced 87,114 6,537 0.38% 0.71% 145 -82,996 -48.79% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History Added to 87,010 6,530 0.13% 0.13% 146 +9,658 12.49% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Reduced 86,654 6,506 0.01% 0.05% 147 -344,676 -79.91% Q4 2025 Mar 09, 2026
Elevation Capital Advisory, LLC History Added to 86,602 6,499 2.65% 0.18% 148 +80,552 1331.44% Q4 2025 Jan 26, 2026
Beaumont Asset Management, L.L.C. History Added to 86,100 6,461 3.23% 3.17% 149 +229 0.27% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 85,461 6,413 0.01% 0.01% 150 -2,809 -3.18% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 85,226 6,396 0.08% 0.07% 151 +6,928 8.85% Q4 2025 Jan 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 83,696 6,281 0.21% 0.21% 152 +320 0.38% Q4 2025 Feb 13, 2026
FIDELITY D & D BANCORP INC History Reduced 79,600 5,973 2.58% 3.37% 153 -3,887 -4.66% Q4 2025 Feb 09, 2026
Hartford Financial Management Inc. History Added to 79,475 5,964 1.55% 1.52% 154 +1,241 1.59% Q4 2025 Jan 21, 2026
CITIGROUP INC History Added to 77,986 5,852 0.0% 0.0% 155 +2,683 3.56% Q4 2025 Feb 13, 2026
CPC Advisors, LLC History Reduced 77,135 5,788 0.58% 0.6% 156 -569 -0.73% Q4 2025 Jan 28, 2026
Clear Creek Financial Management, LLC History Reduced 76,228 5,720 0.47% 0.5% 157 -3,165 -3.99% Q4 2025 Jan 23, 2026
Provenance Wealth Advisors, LLC History Reduced 70,266 5,273 0.58% 0.67% 158 -161 -0.23% Q4 2025 Jan 26, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 70,208 5,269 2.21% — 159 +70,208 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 70,102 5,261 0.03% 0.03% 160 0 0.0% Q4 2025 Feb 12, 2026
Weaver Consulting Group History Added to 69,929 5,248 1.28% 1.23% 161 +3,940 5.97% Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 69,906 5,246 0.31% 0.35% 162 -6,403 -8.39% Q4 2025 Feb 10, 2026
Westwood Wealth Management History New 69,732 5,233 3.93% — 163 +69,732 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 69,732 5,233 3.93% 3.83% 164 +3,791 5.75% Q4 2025 Jan 13, 2026
Sigma Planning Corp History Reduced 69,590 5,222 0.14% 0.15% 165 -1,174 -1.66% Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History Added to 67,976 5,101 0.23% 0.25% 166 +2,344 3.57% Q4 2025 Feb 05, 2026
Berkeley, Inc History Added to 67,705 5,081 1.62% 1.48% 167 +5,093 8.13% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 66,988 5,027 0.24% 0.21% 168 +652 0.98% Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History Reduced 66,482 4,989 0.23% 0.24% 169 -3,428 -4.9% Q4 2025 Feb 02, 2026
Balanced Rock Investment Advisors LLC History Added to 66,269 4,973 3.53% 3.44% 170 +2,076 3.23% Q4 2025 Feb 13, 2026
Onyx Bridge Wealth Group LLC History Added to 65,421 4,909 0.52% 0.45% 171 +8,929 15.81% Q4 2025 Feb 18, 2026
Summit Financial, LLC History Reduced 65,079 4,884 0.07% 0.07% 172 -780 -1.18% Q4 2025 Feb 13, 2026
OakTrust Wealth Advisors, LLC History New 64,761 4,860 4.48% — 173 +64,761 New Q4 2025 Feb 27, 2026
Atria Investments, Inc History Reduced 64,318 4,827 0.05% 0.06% 174 -9,449 -12.81% Q4 2025 Feb 05, 2026
Serenus Wealth Advisors, LLC History Added to 63,427 4,760 0.92% 0.54% 175 +20,039 46.19% Q4 2025 Jan 28, 2026
IAG Wealth Partners, LLC History Reduced 63,257 4,747 0.55% 0.64% 176 -9,591 -13.17% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 63,235 4,745 0.22% 0.15% 177 +21,811 52.65% Q4 2025 Feb 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 62,493 4,690 0.6% 0.44% 178 -44,468 -41.57% Q4 2025 Feb 13, 2026
High Net Worth Advisory Group LLC History Reduced 62,203 4,668 1.08% 1.11% 179 -665 -1.06% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Reduced 61,579 4,621 0.08% 0.09% 180 -3,949 -6.03% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 60,960 4,573 0.0% 0.01% 181 -11,179 -15.5% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 60,145 4,513 0.07% 0.21% 182 -116,179 -65.89% Q4 2025 Feb 12, 2026
Rothschild Wealth LLC History Added to 58,461 4,387 0.42% 0.17% 183 +47,992 458.42% Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 58,271 4,373 0.49% 0.45% 184 +5,171 9.74% Q4 2025 Jan 14, 2026
Avior Wealth Management, LLC History No change 57,810 4,338 0.14% 0.14% 185 0 0.0% Q4 2025 Jan 06, 2026
Park Edge Advisors, LLC History Added to 56,913 4,271 0.97% 0.95% 186 +1,015 1.82% Q4 2025 Jan 16, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 56,816 4,264 0.63% — 187 +56,816 New Q4 2025 Feb 13, 2026
PACIFIC FINANCIAL GROUP INC History New 56,576 4,246 2.36% — 188 +56,576 New Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 56,322 4,226 0.05% 0.06% 189 -2,034 -3.49% Q4 2025 Feb 03, 2026
Providence First Trust Co History Reduced 55,760 4,184 1.45% 2.25% 190 -32,851 -37.07% Q4 2025 Feb 03, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 55,421 4,159 1.12% 1.16% 191 -2,251 -3.9% Q4 2025 Feb 02, 2026
Arete Wealth Advisors, LLC History New 53,600 4,023 0.24% — 192 +53,600 New Q4 2025 Feb 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 52,741 3,958 1.6% 1.66% 193 -418 -0.79% Q4 2025 Jan 22, 2026
Vise Technologies, Inc. History Added to 52,480 3,938 0.08% 0.07% 194 +26,923 105.34% Q4 2025 Feb 11, 2026
Heritage Wealth Advisors History Added to 52,185 3,916 0.15% 0.11% 195 +17,411 50.07% Q4 2025 Feb 13, 2026
Topor & Co. Korea History New 51,770 3,885 2.93% — 196 +51,770 New Q4 2025 Feb 26, 2026
Indivisible Partners History New 51,380 3,856 0.42% — 198 +51,380 New Q4 2025 Feb 03, 2026
Collier Financial History Reduced 51,379 3,856 2.9% 2.87% 197 -677 -1.3% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 50,384 3,781 0.18% 0.17% 199 +4,436 9.65% Q4 2025 Jan 26, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 50,323 3,776 0.21% 0.18% 200 +10,164 25.31% Q4 2025 Feb 04, 2026
Verum Partners LLC History Added to 50,256 3,771 0.76% 0.78% 201 +141 0.28% Q4 2025 Jan 14, 2026
LMCG INVESTMENTS, LLC History Added to 50,112 3,760 0.21% 0.21% 202 +296 0.59% Q4 2025 Feb 03, 2026
FSA WEALTH PARTNERS, INC. History Reduced 49,743 3,733 1.34% 1.54% 203 -4,748 -8.71% Q4 2025 Jan 30, 2026
Capital Developers, LLC History New 49,576 3,720 3.33% — 204 +49,576 New Q4 2025 Jan 30, 2026
Prospera Financial Services Inc History Added to 49,278 3,698 0.06% 0.01% 205 +41,749 554.51% Q4 2025 Feb 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 48,549 3,643 0.15% 0.14% 206 +2,386 5.17% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 47,670 3,577 0.08% 0.09% 207 +1,610 3.5% Q4 2025 Feb 06, 2026
Family Capital Management, Inc. History Added to 47,383 3,556 1.58% 1.22% 208 +12,621 36.31% Q4 2025 Jan 27, 2026
XY Planning Network, Inc. History New 47,251 3,546 0.62% — 209 +47,251 New Q4 2025 Jan 26, 2026
Fortune Financial Group, Inc. History New 45,809 3,438 3.38% — 210 +45,809 New Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 45,788 3,436 0.04% 0.04% 211 +9,978 27.86% Q4 2025 Jan 23, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 45,480 3,413 1.0% 1.06% 212 -955 -2.06% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 51,130 3,376 0.08% 0.07% 213 +1,914 3.89% Q4 2025 Feb 11, 2026
United Community Bank History Added to 44,685 3,353 1.27% 0.8% 214 +9,435 26.77% Q4 2025 Jan 30, 2026
DBK Financial Counsel, LLC History Added to 44,562 3,344 2.57% 2.74% 215 +127 0.29% Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History Added to 44,495 3,339 0.29% 0.27% 216 +2,477 5.9% Q4 2025 Jan 26, 2026
GC Wealth Management RIA, LLC History Reduced 42,665 3,201 0.12% 0.11% 217 -4,151 -8.87% Q4 2025 Jan 30, 2026
Capital Advisors, Ltd. LLC History Added to 42,599 3,197 0.36% 0.24% 218 +13,025 44.04% Q4 2025 Jan 21, 2026
Fortis Group Advisors, LLC History Reduced 41,225 3,190 0.54% 0.75% 219 -17,716 -30.06% Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History Added to 42,473 3,187 0.01% 0.0% 220 +39,131 1170.89% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 42,333 3,177 0.02% 0.12% 222 -243,494 -85.19% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 42,344 3,177 0.01% 0.01% 221 +4,260 11.19% Q4 2025 Jan 30, 2026
Northwest Financial Advisors History Added to 41,446 3,110 6.4% 3.23% 223 +7,076 20.59% Q4 2025 Jan 26, 2026
Generation Capital Management LLC History Added to 40,602 3,047 1.98% 1.96% 224 +3,758 10.2% Q4 2025 Feb 13, 2026
Compass Financial Group, Inc. (Ohio) History New 39,085 2,933 2.15% — 225 +39,085 New Q4 2025 Mar 04, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 38,666 2,901 0.67% 0.69% 226 -523 -1.33% Q4 2025 Jan 28, 2026
BURNS J W & CO INC/NY History Added to 38,042 2,855 0.32% 0.31% 227 +624 1.67% Q4 2025 Jan 12, 2026
Wisconsin Wealth Advisors, LLC History Added to 38,037 2,854 2.8% 2.42% 228 +3,347 9.65% Q4 2025 Jan 07, 2026
OneAscent Wealth Management LLC History Reduced 37,771 2,834 0.94% 0.95% 229 -898 -2.32% Q4 2025 Feb 11, 2026
Astoria Portfolio Advisors LLC. History Reduced 34,686 2,755 0.63% 0.75% 230 -3,852 -10.0% Q4 2025 Feb 24, 2026
D.A. DAVIDSON & CO. History Added to 35,327 2,651 0.02% 0.01% 231 +3,472 10.9% Q4 2025 Jan 29, 2026
Kentucky Trust Co History Reduced 35,215 2,642 1.4% 1.4% 232 -100 -0.28% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 35,021 2,628 0.08% 0.07% 233 -142 -0.4% Q4 2025 Jan 09, 2026
Fiduciary Alliance LLC History Added to 34,565 2,594 0.17% 0.16% 234 +2,337 7.25% Q4 2025 Jan 22, 2026
Legacy Financial Advisors, Inc. History Added to 34,231 2,569 0.36% 0.31% 235 +3,183 10.25% Q4 2025 Feb 04, 2026
UPTICK PARTNERS, LLC History Added to 33,876 2,542 0.54% 0.28% 236 +19,087 129.06% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 33,239 2,494 0.0% 0.0% 237 +10,264 44.67% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Reduced 33,018 2,478 0.2% 0.22% 238 -2,679 -7.5% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Added to 32,112 2,410 0.0% 0.0% 239 +15,333 91.38% Q4 2025 Jan 23, 2026
NATIXIS ADVISORS, LLC History New 32,079 2,408 0.0% — 240 +32,079 New Q4 2025 Feb 10, 2026
Alpha Cubed Investments, LLC History Reduced 32,090 2,408 0.08% 0.09% 241 -2,572 -7.42% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Added to 31,969 2,399 0.25% 0.25% 242 +334 1.06% Q4 2025 Feb 05, 2026
Fragasso Financial Advisors Inc History Reduced 31,531 2,366 0.14% 0.15% 243 -146 -0.46% Q4 2025 Jan 07, 2026
Beacon Pointe Advisors, LLC History Added to 31,468 2,361 0.02% 0.02% 244 +6,028 23.69% Q4 2025 Feb 18, 2026
TAGStone Capital, Inc. History Added to 30,420 2,283 0.85% 0.66% 245 +7,640 33.54% Q4 2025 Feb 10, 2026
RVW Wealth, LLC History Reduced 30,364 2,278 0.17% 0.19% 246 -2,488 -7.57% Q4 2025 Jan 12, 2026
Visionary Wealth Advisors History Added to 30,343 2,277 0.1% 0.1% 247 +2,035 7.19% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Reduced 30,210 2,267 0.04% 0.05% 249 -8,274 -21.5% Q4 2025 Feb 03, 2026
Bell Bank History Added to 30,216 2,267 0.1% 0.09% 248 +1,167 4.02% Q4 2025 Jan 14, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 30,167 2,264 0.8% 0.76% 250 +1,870 6.61% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 30,002 2,251 0.02% — 251 +30,002 New Q4 2025 Feb 18, 2026
BCS Wealth Management History Added to 29,952 2,247 0.23% 0.21% 252 +17,438 139.35% Q4 2025 Jan 26, 2026
MATHER GROUP, LLC. History Added to 29,784 2,235 0.02% 0.02% 253 +7,120 31.42% Q4 2025 Jan 13, 2026
GHP Investment Advisors, Inc. History Reduced 29,738 2,231 0.09% 0.09% 254 -687 -2.26% Q4 2025 Jan 27, 2026
Mayfair Advisory Group, LLC History Reduced 29,541 2,227 0.86% 1.06% 255 -4,286 -12.67% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 29,565 2,219 0.02% 0.06% 256 -71,095 -70.63% Q4 2025 Jan 05, 2026
Platform Technology Partners History Added to 28,820 2,162 0.46% 0.41% 257 +5,509 23.63% Q4 2025 Feb 13, 2026
Integrity Financial Corp /WA History Reduced 28,313 2,124 1.08% 1.21% 258 -6,425 -18.5% Q4 2025 Feb 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 28,148 2,112 0.12% 0.09% 259 +6,849 32.16% Q4 2025 Jan 13, 2026
Meridian Financial Advisors, LLC History Added to 27,680 2,077 1.13% 1.1% 260 +927 3.47% Q4 2025 Jan 23, 2026
Wealthcare Advisory Partners LLC History Reduced 27,666 2,076 0.04% 0.04% 261 -577 -2.04% Q4 2025 Jan 14, 2026
Jump Financial, LLC History New 27,183 2,040 0.03% — 262 +27,183 New Q4 2025 Feb 17, 2026
MEMBERS WEALTH LLC History Reduced 26,262 2,030 1.27% 1.52% 263 -6,370 -19.52% Q4 2025 Jan 28, 2026
BlackRock, Inc. History Added to 26,766 2,008 0.0% 0.0% 264 +6,005 28.92% Q4 2025 Feb 12, 2026
Resurgent Financial Advisors LLC History Added to 26,655 2,000 1.0% 0.93% 265 +855 3.31% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Reduced 26,378 1,979 0.34% 0.4% 266 -2,933 -10.01% Q4 2025 Feb 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 26,361 1,978 1.41% — 267 +26,361 New Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 26,243 1,969 0.09% 0.04% 268 +12,735 94.28% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 26,150 1,962 0.01% 0.01% 269 +857 3.39% Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History Added to 26,046 1,954 0.18% 0.15% 270 +4,651 21.74% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 25,988 1,949 0.01% 0.01% 271 -3,616 -12.21% Q4 2025 Jan 27, 2026
AssuredPartners Investment Advisors, LLC History Added to 25,629 1,923 0.29% 0.07% 272 +21,357 499.93% Q4 2025 Feb 03, 2026
Institute for Wealth Management, LLC. History Reduced 25,112 1,884 0.2% 0.22% 273 -3,256 -11.48% Q4 2025 Jan 27, 2026
HF Advisory Group, LLC History Added to 24,833 1,863 0.65% 0.65% 275 +839 3.5% Q4 2025 Jan 23, 2026
DAVENPORT & Co LLC History Reduced 24,830 1,863 0.01% 0.01% 274 -192 -0.77% Q4 2025 Jan 12, 2026
POTENTIA WEALTH History Reduced 24,763 1,858 0.68% 0.72% 276 -1,042 -4.04% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 24,612 1,847 0.03% 0.04% 277 +474 1.96% Q4 2025 Mar 12, 2026
Chicago Partners Investment Group LLC History Added to 23,669 1,818 0.04% 0.02% 278 +12,731 116.39% Q4 2025 Jan 28, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 23,980 1,799 0.24% 0.24% 279 +3,800 18.83% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History No change 23,596 1,770 0.0% 0.0% 280 0 0.0% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 23,275 1,746 0.21% 0.2% 281 +2,319 11.07% Q4 2025 Jan 26, 2026
Disciplined Investors, L.L.C. History No change 23,190 1,740 1.14% 1.21% 282 0 0.0% Q4 2025 Feb 10, 2026
ERn Financial, LLC History Added to 22,602 1,696 0.32% 0.3% 283 +1,912 9.24% Q4 2025 Jan 15, 2026
HHM Wealth Advisors, LLC History No change 22,476 1,686 0.2% 0.19% 284 0 0.0% Q4 2025 Jan 22, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 22,303 1,673 0.13% 0.17% 285 -193 -0.86% Q4 2025 Jan 27, 2026
Hershey Financial Advisers, LLC History New 21,971 1,648 1.39% — 286 +21,971 New Q4 2025 Feb 18, 2026
Wingate Wealth Advisors, Inc. History Added to 21,940 1,646 0.92% 0.96% 287 +3,075 16.3% Q4 2025 Jan 28, 2026
HM PAYSON & CO History Added to 21,737 1,631 0.02% 0.02% 288 +4,592 26.78% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 21,655 1,625 0.11% 0.13% 289 -1,046 -4.61% Q4 2025 Feb 03, 2026
Vermillion & White Wealth Management Group, LLC History No change 21,339 1,601 0.87% 0.89% 290 0 0.0% Q4 2025 Feb 18, 2026
Sage Investment Counsel LLC History Added to 21,203 1,591 1.75% 1.68% 291 +536 2.59% Q4 2025 Jan 23, 2026
Glass Jacobson Investment Advisors llc History Reduced 21,166 1,588 0.57% 0.58% 292 -908 -4.11% Q4 2025 Jan 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 21,119 1,584 0.0% 0.0% 293 -5,234 -19.86% Q4 2025 Feb 18, 2026
Advisory Services Network, LLC History Reduced 21,067 1,581 0.02% 0.02% 294 -188 -0.88% Q4 2025 Feb 17, 2026
Bawa N Mallick Trust History No change 21,070 1,581 0.59% 0.58% 295 0 0.0% Q4 2025 Mar 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 20,834 1,563 0.17% 0.17% 296 +425 2.08% Q4 2025 Jan 20, 2026
Tempus Wealth Planning, LLC History Reduced 20,708 1,554 0.36% 0.37% 297 -1,050 -4.83% Q4 2025 Jan 16, 2026
Bauman Advisory Group, LLC History New 20,269 1,521 1.23% — 298 +20,269 New Q4 2025 Feb 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 20,252 1,519 0.03% 0.03% 299 -364 -1.77% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 20,225 1,517 0.02% 0.02% 300 +1,287 6.8% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 20,097 1,508 0.05% 0.01% 301 +16,590 473.05% Q4 2025 Feb 06, 2026
NorthCrest Asset Manangement, LLC History Added to 19,465 1,484 0.03% 0.03% 302 +1,108 6.04% Q4 2025 Jan 08, 2026
BNB Wealth Management, LLC History New 19,666 1,475 0.95% — 303 +19,666 New Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 19,463 1,461 0.04% 0.04% 304 +1,626 9.12% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 18,749 1,448 0.03% 0.03% 305 0 0.0% Q4 2025 Jan 26, 2026
GREENWOOD GEARHART INC History Reduced 19,293 1,447 0.08% 0.11% 306 -5,850 -23.27% Q4 2025 Feb 04, 2026
Centerpoint Advisory Group History Added to 19,259 1,445 1.11% 0.89% 308 +3,615 23.11% Q4 2025 Feb 03, 2026
Intelligence Driven Advisers, LLC History No change 19,260 1,445 0.21% 0.2% 307 0 0.0% Q4 2025 Jan 23, 2026
Delta Wealth Advisors LLC History Added to 19,002 1,426 1.19% 1.01% 309 +1,357 7.69% Q4 2025 Jan 28, 2026
Basepoint Wealth LLC History Added to 18,846 1,414 0.86% 0.98% 310 +28 0.15% Q4 2025 Feb 10, 2026
Investors Research Corp History Reduced 18,630 1,398 0.26% 0.25% 311 -48 -0.26% Q4 2025 Jan 06, 2026
Gladstone Institutional Advisory LLC History Reduced 18,451 1,384 0.05% 0.06% 312 -3,877 -17.36% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 18,208 1,366 0.01% 0.01% 313 +851 4.9% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 18,117 1,360 0.0% 0.0% 314 +3,720 25.84% Q4 2025 Jan 26, 2026
Kovack Advisors, Inc. History Added to 18,108 1,359 0.06% 0.11% 315 +2,104 13.15% Q4 2025 Feb 17, 2026
Breakwater Capital Group History Reduced 18,099 1,358 0.19% 0.23% 316 -3,170 -14.9% Q4 2025 Jan 09, 2026
M Holdings Securities, Inc. History Added to 18,018 1,352 0.1% 0.26% 317 +1,222 7.28% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Added to 17,892 1,342 0.0% 0.0% 318 +211 1.19% Q4 2025 Feb 12, 2026
COMMERCE BANK History Added to 17,538 1,316 0.01% 0.0% 319 +12,988 285.45% Q4 2025 Feb 13, 2026
Sage Capital Management, LLC History Reduced 17,480 1,312 0.61% 0.58% 320 -178 -1.01% Q4 2025 Jan 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 17,475 1,311 0.02% 0.03% 321 -11,018 -38.67% Q4 2025 Jan 30, 2026
Stratos Wealth Advisors, LLC History Added to 16,815 1,261 0.06% 0.06% 322 +676 4.19% Q4 2025 Jan 20, 2026
Apollon Financial, LLC History Reduced 16,677 1,251 0.18% 0.21% 323 -887 -5.05% Q4 2025 Jan 22, 2026
TSG Advice Partners, LLC History New 16,634 1,248 0.19% — 324 +16,634 New Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Reduced 16,564 1,243 0.84% 0.84% 325 -347 -2.05% Q4 2025 Feb 02, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 16,435 1,233 0.56% 0.53% 326 +800 5.12% Q4 2025 Jan 23, 2026
Key FInancial Inc History Added to 16,326 1,225 0.22% 0.19% 327 +2,081 14.61% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History Added to 16,284 1,222 0.0% 0.0% 328 +639 4.08% Q4 2025 Feb 12, 2026
Owen LaRue, LLC History Reduced 15,694 1,177 0.45% 0.57% 329 -3,954 -20.12% Q4 2025 Feb 05, 2026
Stonehearth Capital Management, LLC History Reduced 15,605 1,171 0.43% 0.44% 330 -60 -0.38% Q4 2025 Jan 13, 2026
Geneos Wealth Management Inc. History Reduced 15,409 1,156 0.03% 0.03% 331 -200 -1.28% Q4 2025 Jan 28, 2026
Integrated Wealth Concepts LLC History Reduced 15,302 1,148 0.01% 0.01% 332 -6,740 -30.58% Q4 2025 Feb 13, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 15,168 1,138 1.07% 1.02% 333 +647 4.46% Q4 2025 Jan 27, 2026
Advance Capital Management, Inc. History Reduced 15,084 1,132 0.05% 0.05% 334 -501 -3.21% Q4 2025 Jan 06, 2026
SIGNATUREFD, LLC History Reduced 15,049 1,129 0.02% 0.02% 335 -667 -4.24% Q4 2025 Jan 20, 2026
Legacy Advisors, LLC History No change 15,000 1,125 0.12% 0.14% 336 0 0.0% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History New 14,942 1,121 0.0% — 337 +14,942 New Q4 2025 Feb 13, 2026
Bath Savings Trust Co History Added to 14,876 1,116 0.11% 0.04% 338 +9,414 172.35% Q4 2025 Jan 12, 2026
BankPlus Trust Department History No change 14,882 1,116 0.29% 0.29% 339 0 0.0% Q4 2025 Jan 27, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 14,667 1,100 0.5% 0.51% 340 -38 -0.26% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO History No change 14,200 1,097 0.01% 0.01% 341 0 0.0% Q4 2025 Jan 26, 2026
Compound Planning, Inc. History Added to 14,556 1,092 0.03% 0.03% 342 +138 0.96% Q4 2025 Feb 19, 2026
Foundry Financial LLC History New 14,480 1,086 0.57% — 343 +14,480 New Q4 2025 Feb 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 14,426 1,081 0.35% 0.27% 344 +4,102 39.73% Q4 2025 Feb 10, 2026
5T Wealth, LLC History Reduced 14,342 1,076 0.43% 0.53% 345 -2,156 -13.07% Q4 2025 Jan 27, 2026
CreativeOne Wealth, LLC History Added to 14,230 1,067 0.03% 0.03% 346 +164 1.17% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 14,025 1,052 0.01% 0.01% 347 +576 4.28% Q4 2025 Jan 15, 2026
IEQ CAPITAL, LLC History Added to 13,926 1,045 0.0% 0.0% 348 +1,112 8.68% Q4 2025 Feb 13, 2026
Total Clarity Wealth Management, Inc. History Reduced 13,812 1,036 0.25% 0.29% 349 -876 -5.96% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Reduced 13,800 1,035 0.0% 0.0% 350 -53,535 -79.51% Q4 2025 Feb 12, 2026
Curtis Advisory Group, LLC History Added to 13,673 1,026 0.22% 0.12% 351 +6,500 90.62% Q4 2025 Jan 23, 2026
FOCUSED ALPHA, LLC History New 13,626 1,022 0.3% — 352 +13,626 New Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 13,116 1,017 0.09% 0.07% 353 +2,693 25.84% Q4 2025 Jan 20, 2026
WIN ADVISORS, INC History New 13,466 1,010 0.43% — 354 +13,466 New Q4 2025 Feb 04, 2026
Sherman Wealth Management LLC History New 13,366 1,003 0.87% — 355 +13,366 New Q4 2025 Jan 15, 2026
Kera Capital Partners, Inc. History No change 12,891 997 0.12% 0.14% 356 0 0.0% Q4 2025 Feb 23, 2026
Ameritas Advisory Services, LLC History Reduced 13,237 993 0.04% 0.09% 357 -4,557 -25.61% Q4 2025 Feb 04, 2026
KANE INVESTMENT MANAGEMENT, INC. History Reduced 13,155 987 0.48% 0.63% 358 -4,568 -25.77% Q4 2025 Feb 13, 2026
Horizon Family Wealth, Inc. History Added to 13,135 985 0.52% 0.47% 359 +1,928 17.2% Q4 2025 Feb 09, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 13,090 982 0.16% 0.16% 360 0 0.0% Q4 2025 Feb 17, 2026
Advanced Asset Management Advisors Inc History Added to 13,083 981 0.27% 0.08% 361 +9,178 235.03% Q4 2025 Feb 02, 2026
Optivise Advisory Services LLC History Added to 12,825 962 0.55% 0.43% 362 +3,060 31.34% Q4 2025 Jan 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 12,806 961 0.05% 0.06% 363 -200 -1.54% Q4 2025 Jan 28, 2026
Evernest Financial Advisors, LLC History No change 12,050 961 0.2% 0.25% 364 0 0.0% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 12,738 955 0.02% 0.02% 365 -423 -3.21% Q4 2025 Jan 16, 2026
Redwood Financial Network Corp History Reduced 12,677 951 0.61% 0.7% 366 -2,412 -15.99% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History Reduced 12,578 943 0.01% 0.01% 367 -232 -1.81% Q4 2025 Feb 02, 2026
BALANCED WEALTH GROUP LLC History Added to 12,705 936 0.34% 0.4% 368 +6 0.05% Q4 2025 Jan 13, 2026
Running Point Capital Advisors, LLC History Reduced 12,391 929 0.25% 0.25% 369 -406 -3.17% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History No change 12,035 903 0.08% 0.08% 370 0 0.0% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 11,968 898 0.01% 0.01% 371 +3 0.03% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 11,924 894 0.0% 0.0% 372 +9 0.08% Q4 2025 Feb 12, 2026
CarsonAllaria Wealth Management, Ltd. History No change 11,923 894 0.44% 0.45% 373 0 0.0% Q4 2025 Jan 22, 2026
Tortoise Investment Management, LLC History Added to 11,846 889 0.08% 0.08% 374 +182 1.56% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Reduced 11,793 886 0.01% 0.01% 375 -44 -0.37% Q4 2025 Feb 02, 2026
SlateStone Wealth, LLC History Added to 11,651 874 0.07% 0.07% 376 +20 0.17% Q4 2025 Feb 11, 2026
Next Capital Management LLC History No change 11,608 871 0.28% 0.28% 377 0 0.0% Q4 2025 Feb 11, 2026
NWAM LLC History Added to 11,145 861 0.05% 0.04% 378 +675 6.45% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 11,134 860 0.04% 0.04% 379 +1,239 12.52% Q4 2025 Feb 03, 2026
Waldron Private Wealth LLC History New 11,368 853 0.03% — 381 +11,368 New Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Reduced 11,379 853 0.0% 0.0% 380 -799 -6.56% Q4 2025 Feb 13, 2026
Symphony Financial Services, Inc. History Added to 11,367 853 0.44% 0.44% 382 +177 1.58% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 11,305 848 0.0% 0.0% 383 +1,455 14.77% Q4 2025 Jan 30, 2026
Capital Asset Advisory Services LLC History Reduced 10,916 843 0.03% 0.04% 384 -1,552 -12.45% Q4 2025 Jan 09, 2026
Sunbelt Securities, Inc. History Reduced 11,143 836 0.06% 0.07% 385 -1,934 -14.79% Q4 2025 Feb 20, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 11,104 833 0.66% 0.68% 386 +239 2.2% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 11,094 832 0.02% — 387 +11,094 New Q4 2025 Feb 13, 2026
Foster Group, Inc. History Reduced 11,087 832 0.03% 0.03% 388 -40 -0.36% Q4 2025 Jan 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 10,997 825 0.0% 0.0% 389 +256 2.38% Q4 2025 Feb 11, 2026
Trivium Point Advisory, LLC History No change 11,000 825 0.08% 0.08% 390 0 0.0% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 10,932 820 0.0% 0.0% 391 +1,269 13.13% Q4 2025 Jan 26, 2026
Dupree Financial Group, LLC History Reduced 10,927 820 0.3% 0.32% 392 -466 -4.09% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 10,916 819 0.01% 0.02% 393 -1,552 -12.45% Q4 2025 Feb 19, 2026
Gallagher Fiduciary Advisors, LLC History Added to 10,715 804 0.03% 0.02% 394 +3,310 44.7% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 10,708 803 0.09% 0.09% 395 -490 -4.38% Q4 2025 Jan 23, 2026
BCGM Wealth Management, LLC History No change 10,677 801 0.2% 0.2% 396 0 0.0% Q4 2025 Jan 07, 2026
Waverly Advisors, LLC History Added to 10,556 792 0.01% 0.0% 397 +4,670 79.34% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 10,503 788 0.05% 0.05% 398 +655 6.65% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 10,511 788 0.01% 0.01% 399 +641 6.49% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Reduced 10,388 779 0.01% 0.01% 400 -214 -2.02% Q4 2025 Jan 28, 2026
Wealth Group Ltd History Reduced 10,334 775 0.17% 0.18% 401 -68 -0.65% Q4 2025 Jan 12, 2026
Glenview Trust Co History No change 10,258 769 0.01% 0.01% 402 0 0.0% Q4 2025 Feb 09, 2026
Trinity Wealth Management, LLC History Added to 10,226 767 0.28% 0.27% 403 +502 5.16% Q4 2025 Jan 15, 2026
MADDEN SECURITIES Corp History Reduced 10,200 765 0.23% 0.23% 404 -84 -0.82% Q4 2025 Feb 04, 2026
Steele Capital Management, Inc. History No change 10,074 756 0.03% 0.03% 405 0 0.0% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 9,756 732 0.02% 0.02% 406 -1,925 -16.48% Q4 2025 Feb 13, 2026
Ridgeline Wealth Planning, LLC History Reduced 9,655 724 0.52% 0.69% 407 -2,812 -22.56% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History Reduced 9,632 722 0.1% 0.16% 408 -6,025 -38.48% Q4 2025 Feb 13, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 9,528 715 0.24% 0.27% 409 -830 -8.01% Q4 2025 Jan 27, 2026
Lunt Capital Management, Inc. History Reduced 9,508 713 0.27% 0.27% 410 -295 -3.01% Q4 2025 Jan 23, 2026
PFG Advisors History Reduced 9,445 708 0.03% 0.03% 411 -125 -1.31% Q4 2025 Jan 27, 2026
Verdence Capital Advisors LLC History Reduced 9,260 694 0.04% 0.04% 412 -22 -0.24% Q4 2025 Jan 29, 2026
Reyes Financial Architecture, Inc. History No change 9,152 686 0.42% 0.45% 413 0 0.0% Q4 2025 Jan 26, 2026
Alta Wealth Advisors LLC History Added to 8,942 671 0.22% 0.23% 414 +10 0.11% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Reduced 8,933 670 0.02% 0.02% 415 -22 -0.25% Q4 2025 Feb 02, 2026
Strategic Investment Advisors / MI History Added to 8,913 668 0.06% 0.06% 416 +8,408 1664.95% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 8,906 668 0.19% 0.21% 417 0 0.0% Q4 2025 Feb 11, 2026
SteelPeak Wealth, LLC History Reduced 8,742 656 0.02% 0.03% 418 -3,313 -27.48% Q4 2025 Jan 20, 2026
Savant Capital, LLC History Added to 8,575 643 0.0% 0.0% 419 +1,594 22.83% Q4 2025 Feb 10, 2026
Harbor Asset Planning, Inc. History Added to 8,554 641 0.55% 0.56% 420 +12 0.14% Q4 2025 Jan 26, 2026
Empowered Funds, LLC History New 8,525 639 0.01% — 421 +8,525 New Q4 2025 Feb 18, 2026
Olistico Wealth, LLC History No change 8,458 634 0.31% 0.33% 422 0 0.0% Q4 2025 Jan 13, 2026
PINNACLE ASSOCIATES LTD History Added to 8,399 630 0.01% 0.01% 423 +76 0.91% Q4 2025 Feb 05, 2026
WealthBridge Capital Management, LLC History No change 8,336 625 0.14% 0.14% 424 0 0.0% Q4 2025 Jan 21, 2026
EP Wealth Advisors, LLC History New 8,217 616 0.0% — 425 +8,217 New Q4 2025 Feb 18, 2026
Aptus Capital Advisors, LLC History Added to 8,152 611 0.0% 0.0% 426 +2,111 34.94% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 8,126 609 0.01% 0.01% 427 -355 -4.19% Q4 2025 Feb 09, 2026
Riggs Asset Managment Co. Inc. History Reduced 8,042 603 0.12% 0.13% 428 -250 -3.01% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,919 594 0.01% 0.01% 429 -2,188 -21.65% Q4 2025 Feb 11, 2026
KDK Private Wealth Management, LLC History Added to 7,821 586 0.51% 0.38% 430 +2,730 53.62% Q4 2025 Feb 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,808 585 0.03% 0.03% 431 0 0.0% Q4 2025 Feb 04, 2026
GTS SECURITIES LLC History Reduced 7,790 584 0.02% 0.23% 433 -74,834 -90.57% Q4 2025 Feb 13, 2026
FIRST FOUNDATION ADVISORS History No change 7,789 584 0.02% 0.02% 432 0 0.0% Q4 2025 Feb 04, 2026
Plotkin Financial Advisors, LLC History Reduced 7,769 583 0.28% 0.28% 434 -9 -0.12% Q4 2025 Feb 19, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 7,666 575 0.07% 0.06% 435 +434 6.0% Q4 2025 Feb 13, 2026
Hyundai Investments Co., Ltd. History New 7,545 571 0.56% — 437 +7,545 New Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 7,619 571 0.02% 0.02% 436 +433 6.03% Q4 2025 Jan 14, 2026
Betterment LLC History Reduced 7,592 570 0.0% 0.0% 438 -4,575 -37.6% Q4 2025 Feb 12, 2026
Secure Asset Management, LLC History Added to 7,595 569 0.09% 0.08% 439 +767 11.23% Q4 2025 Jan 20, 2026
OneAscent Family Office, LLC History Added to 7,495 562 0.38% 0.4% 440 +838 12.59% Q4 2025 Feb 11, 2026
Redwood Family Wealth LLC History New 7,413 556 0.55% — 441 +7,413 New Q4 2025 Mar 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 7,164 537 0.01% 0.01% 442 +534 8.05% Q4 2025 Feb 05, 2026
PGIM Custom Harvest LLC History Reduced 7,154 536 0.01% 0.01% 443 -40 -0.56% Q4 2025 Feb 17, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 7,053 529 0.21% 0.21% 444 -166 -2.3% Q4 2025 Feb 13, 2026
ORG Partners LLC History No change 7,050 529 0.09% 0.09% 445 0 0.0% Q4 2025 Jan 14, 2026
Hibernia Wealth Partners, LLC History Added to 7,038 528 0.16% 0.21% 446 +2,522 55.85% Q4 2025 Feb 12, 2026
Cambria Investment Management, L.P. History New 7,024 527 0.03% — 447 +7,024 New Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 6,985 524 0.08% 0.24% 448 -11,300 -61.8% Q4 2025 Jan 26, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 6,957 522 0.14% 0.07% 449 +3,792 119.81% Q4 2025 Feb 10, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 6,851 514 0.18% 0.09% 450 +6,225 994.41% Q4 2025 Jan 20, 2026
ATX Financial Planning, LLC History New 6,810 511 0.39% — 451 +6,810 New Q4 2025 Feb 19, 2026
Soltis Investment Advisors LLC History New 6,796 510 0.03% — 452 +6,796 New Q4 2025 Apr 02, 2026
Invariant Investment Management History New 6,597 510 0.33% — 453 +6,597 New Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Reduced 6,790 509 0.02% 0.02% 454 -28 -0.41% Q4 2025 Jan 21, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 6,777 508 0.41% 0.39% 455 0 0.0% Q4 2025 Jan 22, 2026
Tower Research Capital LLC (TRC) History Reduced 6,703 503 0.01% 0.08% 456 -30,783 -82.12% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 6,662 499 0.02% 0.02% 457 +438 7.04% Q4 2025 Feb 06, 2026
Collaborative Wealth Managment Inc. History Reduced 6,457 484 0.17% 0.21% 458 -490 -7.05% Q4 2025 Feb 09, 2026
OPTIMA CAPITAL LLC History Reduced 6,423 482 0.21% 3.89% 459 -102,923 -94.13% Q4 2025 Jan 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 6,400 480 0.0% 0.0% 460 -31,521 -83.12% Q4 2025 Feb 17, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 6,397 480 0.03% 0.04% 461 -965 -13.11% Q4 2025 Jan 20, 2026
Arrowroot Family Office, LLC History Added to 6,308 473 0.17% 0.18% 462 +16 0.25% Q4 2025 Feb 11, 2026
True North Advisors, LLC History New 6,278 471 0.06% — 463 +6,278 New Q4 2025 Jan 22, 2026
Investor's Fiduciary Advisor Network, LLC History No change 6,265 470 0.1% 0.16% 464 0 0.0% Q4 2025 Feb 12, 2026
Guardian Asset Advisors, LLC History Added to 6,147 461 0.24% 0.24% 466 +18 0.29% Q4 2025 Jan 29, 2026
CFO4Life Group, LLC History No change 6,152 461 0.07% 0.07% 465 0 0.0% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Reduced 6,060 454 0.01% 0.02% 467 -1,366 -18.39% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History Reduced 5,957 447 0.02% 0.02% 468 -237 -3.83% Q4 2025 Feb 17, 2026
Commonwealth Financial Services, LLC History Reduced 5,799 435 0.07% 0.08% 469 -815 -12.32% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History No change 5,705 428 0.0% 0.0% 470 0 0.0% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,691 427 0.0% 0.0% 472 -6,988 -55.11% Q4 2025 Feb 06, 2026
Wick Capital Partners, LLC History No change 5,693 427 0.08% 0.1% 471 0 0.0% Q4 2025 Mar 02, 2026
Bedel Financial Consulting, Inc. History No change 5,634 422 0.05% 0.05% 473 0 0.0% Q4 2025 Jan 28, 2026
Intrepid Financial Planning Group LLC History Reduced 5,545 416 0.16% 0.16% 474 -111 -1.96% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History No change 5,500 412 0.06% 0.06% 475 0 0.0% Q4 2025 Feb 04, 2026
Retireful, LLC History Reduced 5,336 404 0.51% 1.18% 477 -12,967 -70.85% Q4 2025 Jan 15, 2026
Galvin, Gaustad & Stein, LLC History Added to 5,395 404 0.03% 0.03% 476 +162 3.1% Q4 2025 Jan 23, 2026
BCU Wealth Advisors, LLC History Added to 5,389 404 0.15% 0.16% 478 +13 0.24% Q4 2025 Jan 30, 2026
Sequent Planning LLC History Reduced 5,351 401 0.1% 0.16% 479 -2,244 -29.55% Q4 2025 Feb 05, 2026
One Capital Management, LLC History Reduced 5,342 400 0.01% 0.01% 480 -902 -14.45% Q4 2025 Feb 10, 2026
Clearwater Capital Advisors, LLC History No change 5,248 393 0.03% 0.03% 481 0 0.0% Q4 2025 Feb 09, 2026
Gateway Wealth Partners, LLC History Added to 5,209 390 0.04% 0.04% 484 +1,231 30.95% Q4 2025 Feb 11, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 5,205 390 0.02% 0.02% 482 -25 -0.48% Q4 2025 Feb 12, 2026
WoodTrust Financial Corp History No change 5,195 390 0.05% 0.05% 483 0 0.0% Q4 2025 Jan 30, 2026
Mutual Advisors, LLC History Reduced 5,192 389 0.01% 0.01% 485 -10 -0.19% Q4 2025 Feb 02, 2026
STEPHENS INC /AR/ History New 5,171 388 0.0% — 486 +5,171 New Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History Added to 5,179 388 0.01% 0.01% 487 +3 0.06% Q4 2025 Feb 06, 2026
Midwest Trust Co History Added to 5,147 386 0.0% 0.0% 488 +75 1.48% Q4 2025 Feb 04, 2026
Financial Advisory Corp History Added to 5,109 383 0.06% 0.03% 489 +2,140 72.08% Q4 2025 Jan 27, 2026
Latitude Advisors, LLC History Added to 5,053 379 0.17% 0.16% 490 +148 3.02% Q4 2025 Jan 27, 2026
MidWestOne Financial Group, Inc. History No change 5,045 378 0.04% 0.04% 491 0 0.0% Q4 2025 Feb 12, 2026
VESTOR CAPITAL, LLC History Reduced 3,045 374 0.03% 0.02% 492 -1,943 -38.95% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Reduced 4,834 374 0.01% 0.01% 493 -619 -11.35% Q4 2025 Jan 23, 2026
Bank of Marin History Reduced 4,947 371 0.26% 0.27% 494 -359 -6.77% Q4 2025 Feb 17, 2026
AEGON USA Investment Management, LLC History Added to 4,920 369 0.26% 0.24% 495 +160 3.36% Q4 2025 Feb 09, 2026
Lakeridge Wealth Management LLC History Added to 4,929 369 0.17% 0.16% 496 +4 0.08% Q4 2025 Jan 07, 2026
Pathstone Holdings, LLC History New 4,898 367 0.0% — 497 +4,898 New Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,844 363 0.0% 0.0% 498 +1,997 70.14% Q4 2025 Feb 12, 2026
WJ Wealth Management, LLC History No change 4,828 362 0.16% 0.16% 499 0 0.0% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,817 361 0.01% 0.01% 500 -323 -6.28% Q4 2025 Jan 07, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 4,812 361 0.6% 0.47% 501 +10 0.21% Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History Added to 4,819 361 0.01% 0.01% 502 +4 0.08% Q4 2025 Feb 04, 2026
ARQ WEALTH ADVISORS, LLC History No change 4,805 360 0.1% 0.1% 503 0 0.0% Q4 2025 Feb 09, 2026
Berger Financial Group, Inc History New 4,772 358 0.02% — 504 +4,772 New Q4 2025 Jan 27, 2026
WESPAC Advisors, LLC History Reduced 4,722 354 0.19% 0.96% 506 -17,682 -78.92% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Added to 4,716 354 0.02% 0.02% 505 +134 2.92% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 4,711 353 0.03% 0.02% 507 +300 6.8% Q4 2025 Jan 29, 2026
CONNORS INVESTOR SERVICES INC History Added to 4,699 352 0.03% 0.02% 509 +873 22.82% Q4 2025 Feb 09, 2026
FIRST AMERICAN TRUST, FSB History Reduced 4,691 352 0.02% 0.03% 508 -136 -2.82% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 4,607 345 0.0% 0.0% 510 0 0.0% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Reduced 4,495 337 0.01% 0.05% 511 -17,571 -79.63% Q4 2025 Jan 21, 2026
MB Generational Wealth, LLC History Reduced 4,484 336 0.18% 0.24% 512 -637 -12.44% Q4 2025 Feb 10, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,439 333 0.01% 0.01% 513 -1,131 -20.31% Q4 2025 Feb 13, 2026
Opus Financial Solutions LLC History New 4,426 332 0.31% — 514 +4,426 New Q4 2025 Feb 17, 2026
LVZ, Inc. History Added to 4,399 330 0.04% 0.03% 515 +741 20.26% Q4 2025 Feb 10, 2026
Curi Capital, LLC History Added to 4,375 328 0.01% 0.01% 516 +93 2.17% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 4,348 326 0.03% — 518 +4,348 New Q4 2025 Mar 04, 2026
Clarius Group, LLC History Added to 4,347 326 0.02% 0.02% 517 +9 0.21% Q4 2025 Jan 14, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 4,309 323 0.0% 0.0% 520 +421 10.83% Q4 2025 Feb 02, 2026
Vectors Research Management, LLC History No change 4,312 323 0.1% 0.1% 519 0 0.0% Q4 2025 Feb 03, 2026
AMG National Trust Bank History No change 4,300 322 0.01% 0.01% 521 0 0.0% Q4 2025 Jan 30, 2026
Maltin Wealth Management, Inc. History No change 4,269 320 0.13% 0.13% 522 0 0.0% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History Reduced 4,250 318 0.01% 0.01% 523 -2,685 -38.72% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 4,235 317 0.02% 0.02% 524 +4 0.09% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Added to 4,180 313 0.0% 0.0% 525 +89 2.18% Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Reduced 4,045 303 0.16% 0.24% 526 -4,731 -53.91% Q4 2025 Feb 18, 2026
Armbruster Capital Management, Inc. History No change 4,000 300 0.05% 0.05% 527 0 0.0% Q4 2025 Jan 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 3,967 297 0.0% 0.0% 528 -125 -3.05% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History New 3,948 296 0.01% — 529 +3,948 New Q4 2025 Jan 22, 2026
NOVEM GROUP History Reduced 3,870 290 0.03% 0.03% 530 -64 -1.63% Q4 2025 Jan 27, 2026
OneAscent Financial Services LLC History New 3,863 289 0.03% — 532 +3,863 New Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Reduced 3,853 289 0.02% 0.02% 531 -2,129 -35.59% Q4 2025 Feb 06, 2026
Ballast Rock Private Wealth LLC History New 3,812 286 0.18% — 533 +3,812 New Q4 2025 Feb 04, 2026
NORRIS PERNE & FRENCH LLP/MI History New 3,803 285 0.02% — 534 +3,803 New Q4 2025 Jan 23, 2026
Everhart Financial Group, Inc. History No change 3,795 284 0.03% 0.03% 535 0 0.0% Q4 2025 Jan 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 3,778 283 0.02% — 537 +3,778 New Q4 2025 Feb 10, 2026
COURIER CAPITAL LLC History No change 3,782 283 0.02% 0.02% 536 0 0.0% Q4 2025 Jan 29, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 3,742 280 0.15% 0.15% 538 0 0.0% Q4 2025 Jan 22, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 3,712 278 0.1% 0.09% 540 +635 20.64% Q4 2025 Jan 13, 2026
Parkside Financial Bank & Trust History Added to 3,714 278 0.02% 0.02% 539 +8 0.22% Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Reduced 3,696 277 0.03% 0.03% 541 -399 -9.74% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 3,653 276 0.0% 0.0% 542 +588 19.18% Q4 2025 Jan 23, 2026
NICOLET ADVISORY SERVICES, LLC History New 3,530 274 0.02% — 543 +3,530 New Q4 2025 Feb 13, 2026
Single Point Partners, LLC History Added to 3,580 268 0.05% 0.05% 544 +10 0.28% Q4 2025 Jan 26, 2026
Redwood Wealth Management Group, LLC History Reduced 3,522 264 0.11% 0.14% 546 -875 -19.9% Q4 2025 Feb 03, 2026
Spinnaker Investment Group, LLC History No change 3,521 264 0.05% 0.05% 545 0 0.0% Q4 2025 Jan 12, 2026
NVWM, LLC History No change 3,468 260 0.06% 0.06% 547 0 0.0% Q4 2025 Jan 20, 2026
WealthCare Investment Partners, LLC History Added to 3,446 259 0.08% 0.08% 548 +256 8.03% Q4 2025 Jan 06, 2026
ABOUND FINANCIAL, LLC History No change 3,322 249 0.1% 0.1% 549 0 0.0% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 3,298 247 0.08% — 550 +3,298 New Q4 2025 Mar 27, 2026
Lifeworks Advisors, LLC History Reduced 3,254 244 0.03% 0.03% 551 -69 -2.08% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History No change 3,238 243 0.0% 0.0% 552 0 0.0% Q4 2025 Jan 21, 2026
Garton & Associates Financial Advisors LLC History New 3,237 242 0.14% — 555 +3,237 New Q4 2025 Feb 18, 2026
Vontobel Holding Ltd. History Reduced 3,233 242 0.0% 0.0% 553 -2,668 -45.21% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Reduced 3,233 242 0.01% 0.01% 554 -428 -11.69% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History Reduced 3,212 241 0.08% 0.08% 556 -8 -0.25% Q4 2025 Jan 20, 2026
Joel Isaacson & Co., LLC History New 3,200 240 0.01% — 558 +3,200 New Q4 2025 Jan 30, 2026
Indiana Trust & Investment Management Co History No change 3,209 240 0.07% 0.07% 557 0 0.0% Q4 2025 Jan 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,175 238 0.02% 0.02% 559 +136 4.48% Q4 2025 Feb 02, 2026
Aspire Capital Advisors LLC History Reduced 3,146 236 0.06% 0.09% 560 -2,117 -40.22% Q4 2025 Jan 16, 2026
Lantern Wealth Advisors, LLC History Added to 3,112 233 0.12% 0.11% 561 +313 11.18% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Reduced 3,092 232 0.0% 0.0% 562 -13 -0.42% Q4 2025 Feb 02, 2026
Robinhood Asset Management, LLC History New 3,072 230 0.02% — 563 +3,072 New Q4 2025 Jan 21, 2026
DECISION INVESTMENTS, INC History New 3,068 230 0.25% — 564 +3,068 New Q4 2025 Feb 17, 2026
Total Wealth Planning & Management, Inc. History New 3,020 226 0.17% — 567 +3,020 New Q4 2025 Feb 11, 2026
Operose Advisors LLC History Added to 3,024 226 0.05% 0.05% 566 +71 2.4% Q4 2025 Feb 10, 2026
Northstar Group, Inc. History No change 3,013 226 0.03% 0.03% 565 0 0.0% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 2,970 222 0.01% 0.05% 569 -18,078 -85.89% Q4 2025 Feb 17, 2026
Creekside Partners History No change 2,960 222 0.09% 0.1% 568 0 0.0% Q4 2025 Feb 13, 2026
Financial Security Advisor, Inc. History New 2,938 220 0.04% — 571 +2,938 New Q4 2025 Feb 05, 2026
Prosperity Financial Group, Inc. History Reduced 2,944 220 0.08% 0.08% 570 -56 -1.87% Q4 2025 Jan 26, 2026
Fullerton Advisors, LLC History New 2,892 217 0.22% — 574 +2,892 New Q4 2025 Feb 02, 2026
Essex LLC History Added to 2,905 217 0.04% 0.04% 573 +3 0.1% Q4 2025 Jan 20, 2026
Dorsey & Whitney Trust CO LLC History No change 2,892 217 0.01% 0.01% 572 0 0.0% Q4 2025 Feb 11, 2026
Barnett & Company, Inc. History Reduced 2,871 215 0.17% 0.17% 575 -105 -3.53% Q4 2025 Feb 12, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 2,832 212 0.06% 0.09% 576 -1,341 -32.14% Q4 2025 Jan 26, 2026
AlphaStar Capital Management, LLC History No change 2,815 211 0.02% 0.02% 577 0 0.0% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History New 2,798 210 0.0% — 578 +2,798 New Q4 2025 Feb 17, 2026
Koss-Olinger Consulting, LLC History Reduced 2,760 207 0.02% 0.02% 579 -750 -21.37% Q4 2025 Feb 10, 2026
Keystone Financial Group History New 2,745 206 0.02% — 581 +2,745 New Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Reduced 2,745 206 0.01% 0.01% 580 -2,498 -47.64% Q4 2025 Jan 27, 2026
KM Capital Management Ltd. History Reduced 2,707 203 0.1% 0.14% 582 -1,554 -36.47% Q4 2025 Feb 17, 2026
CGC Financial Services, LLC History Added to 2,705 203 0.05% 0.05% 583 +58 2.19% Q4 2025 Feb 03, 2026
Headlands Technologies LLC History New 2,686 201 0.02% — 584 +2,686 New Q4 2025 Feb 13, 2026
Fortis Capital Management LLC History New 2,682 201 0.03% — 586 +2,682 New Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History New 2,681 201 0.0% — 585 +2,681 New Q4 2025 Jan 23, 2026
UMB Bank, n.a. History No change 2,643 198 0.0% 0.0% 587 0 0.0% Q4 2025 Feb 13, 2026
Sarver Vrooman Wealth Advisors History Added to 2,540 190 0.11% 0.03% 588 +1,862 274.63% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History No change 2,476 187 0.02% 0.02% 589 0 0.0% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History No change 2,299 172 0.01% 0.01% 590 0 0.0% Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Added to 2,263 169 0.04% 0.01% 591 +1,755 345.47% Q4 2025 Jan 29, 2026
FRANKLIN RESOURCES INC History No change 2,085 156 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 2,033 152 0.01% 0.01% 593 +805 65.55% Q4 2025 Jan 21, 2026
Solstein Capital, LLC History No change 2,005 150 0.06% 0.03% 594 0 0.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 1,985 148 0.01% 0.01% 595 -616 -23.68% Q4 2025 Jan 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,778 133 0.0% — 596 +1,778 New Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History No change 1,743 130 0.01% 0.01% 597 0 0.0% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Reduced 1,655 124 0.04% 0.04% 598 -130 -7.28% Q4 2025 Jan 23, 2026
Stone House Investment Management, LLC History No change 1,611 120 0.02% 0.02% 599 0 0.0% Q4 2025 Jan 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,580 118 0.0% 0.0% 600 0 0.0% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,475 110 0.01% 0.0% 601 +1,175 391.67% Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,403 105 0.01% 0.02% 602 0 0.0% Q4 2025 Jan 23, 2026
BOKF, NA History No change 1,349 101 0.0% 0.0% 603 0 0.0% Q4 2025 Feb 03, 2026
Private Wealth Asset Management, LLC History No change 1,298 97 0.01% 0.01% 604 0 0.0% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History No change 1,205 90 0.01% 0.01% 605 0 0.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 1,200 90 0.01% 0.01% 606 0 0.0% Q4 2025 Jan 12, 2026
Creative Capital Management Investments LLC History Added to 1,170 87 0.03% 0.02% 608 +130 12.5% Q4 2025 Jan 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,165 87 0.03% 0.04% 607 0 0.0% Q4 2025 Jan 27, 2026
GLENMEDE TRUST CO NA History New 1,150 86 0.0% — 609 +1,150 New Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 1,114 83 0.0% 0.0% 610 +947 567.07% Q4 2025 Feb 05, 2026
Independence Bank of Kentucky History Added to 1,114 83 0.01% 0.0% 611 +650 140.09% Q4 2025 Jan 20, 2026
Atlantic Private Wealth, LLC History No change 1,114 83 0.05% 0.05% 612 0 0.0% Q4 2025 Feb 11, 2026
ADIRONDACK TRUST CO History No change 1,082 81 0.03% 0.03% 613 0 0.0% Q4 2025 Jan 08, 2026
Noble Wealth Management PBC History No change 1,050 78 0.04% 0.04% 614 0 0.0% Q4 2025 Jan 05, 2026
Investment Research & Advisory Group, Inc. History New 1,011 75 0.02% — 615 +1,011 New Q4 2025 Jan 20, 2026
Pinnacle Bancorp, Inc. History Added to 923 69 0.02% 0.02% 616 +2 0.22% Q4 2025 Jan 22, 2026
CX Institutional History Added to 890 67 0.0% 0.0% 617 +610 217.86% Q4 2025 Feb 02, 2026
Red Tortoise LLC History Reduced 826 61 0.03% 0.03% 618 -7 -0.84% Q4 2025 Jan 22, 2026
Global Trust Asset Management, LLC History Reduced 775 58 0.02% 0.07% 619 -1,469 -65.46% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History No change 717 54 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 28, 2026
ORG Wealth Partners, LLC History No change 718 53 0.01% 0.01% 621 0 0.0% Q4 2025 Jan 14, 2026
FIRST HORIZON CORP History Added to 695 52 0.0% 0.0% 622 +390 127.87% Q4 2025 Jan 27, 2026
Crewe Advisors LLC History Reduced 628 47 0.0% 0.0% 623 -90 -12.53% Q4 2025 Jan 16, 2026
HOWE & RUSLING INC History No change 611 45 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 17, 2026
Luken Investment Analytics, LLC History No change 600 45 0.02% 0.02% 625 0 0.0% Q4 2025 Feb 03, 2026
Center for Financial Planning, Inc. History No change 597 44 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 05, 2026
REAP Financial Group, LLC History Added to 530 39 0.01% 0.01% 628 +2 0.38% Q4 2025 Feb 10, 2026
Golden State Wealth Management, LLC History No change 527 39 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 514 38 0.0% 0.0% 630 -50 -8.87% Q4 2025 Jan 30, 2026
Glassman Wealth Services History No change 510 38 0.01% 0.01% 629 0 0.0% Q4 2025 Jan 28, 2026
10Elms LLP History No change 515 38 0.03% 0.03% 631 0 0.0% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History No change 500 37 0.01% 0.01% 632 0 0.0% Q4 2025 Feb 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 500 37 0.01% 0.01% 633 0 0.0% Q4 2025 Jan 05, 2026
Millstone Evans Group, LLC History No change 497 37 0.02% 0.02% 634 0 0.0% Q4 2025 Feb 02, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 493 37 0.01% 0.01% 635 0 0.0% Q4 2025 Jan 15, 2026
Family Capital Trust Co History Added to 469 35 0.01% 0.01% 636 +74 18.73% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History Added to 472 35 0.0% 0.0% 637 +1 0.21% Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 462 34 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 430 33 0.0% — 640 +430 New Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Reduced 440 33 0.0% 0.0% 641 -339 -43.52% Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History No change 442 33 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 430 32 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 400 30 0.01% 0.01% 643 0 0.0% Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 394 29 0.02% — 646 +394 New Q4 2025 Feb 17, 2026
IFC & Insurance Marketing, Inc. History New 393 29 0.03% — 645 +393 New Q4 2025 Feb 12, 2026
Bernard Wealth Management Corp. History No change 389 29 0.01% 0.01% 644 0 0.0% Q4 2025 Jan 15, 2026
Fourth Dimension Wealth, LLC History Reduced 376 28 0.01% 0.01% 648 -21 -5.29% Q4 2025 Feb 04, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 350 28 0.02% 0.02% 647 0 0.0% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 364 27 0.02% 0.59% 649 -75,458 -99.52% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History New 350 26 0.01% — 650 +350 New Q4 2025 Feb 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 285 21 0.0% 0.0% 651 -59 -17.15% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History No change 276 21 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 21, 2026
Pacific Center for Financial Services History No change 282 20 0.01% 0.01% 653 0 0.0% Q4 2025 Feb 17, 2026
Ransom Advisory, Ltd History New 266 19 0.01% — 655 +266 New Q4 2025 Jan 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 260 19 0.0% — 654 +260 New Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 253 18 0.0% 0.0% 656 +1 0.4% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History No change 226 16 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 02, 2026
Providence Capital Advisors, LLC History No change 220 16 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Reduced 191 14 0.0% 0.0% 659 -616 -76.33% Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 188 14 0.0% 0.0% 660 0 0.0% Q4 2025 Jan 14, 2026
Kilter Group LLC History No change 197 14 0.01% 0.01% 661 0 0.0% Q4 2025 Feb 13, 2026
CDKV HOLDINGS LLC History New 178 13 0.01% — 665 +178 New Q4 2025 Feb 17, 2026
ISLAY CAPITAL MANAGEMENT, LLC History New 175 13 0.01% — 662 +175 New Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Added to 184 13 0.0% 0.0% 664 +1 0.55% Q4 2025 Jan 02, 2026
WOLFF WIESE MAGANA LLC History No change 179 13 0.01% 0.01% 663 0 0.0% Q4 2025 Jan 14, 2026
Capital Investment Counsel, Inc History New 165 12 0.0% — 666 +165 New Q4 2025 Jan 23, 2026
Russell Investments Group, Ltd. History Reduced 165 12 0.0% 0.0% 667 -121 -42.31% Q4 2025 Feb 17, 2026
Jackson, Grant Investment Advisers, Inc. History No change 151 11 0.0% 0.0% 668 0 0.0% Q4 2025 Jan 27, 2026
BFSG, LLC History No change 153 11 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 22, 2026
Legacy Wealth Managment, LLC/ID History No change 157 11 0.01% 0.0% 670 0 0.0% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History No change 141 10 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 18, 2026
Jackson Hole Capital Partners, LLC History No change 142 10 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 30, 2026
MCF Advisors LLC History New 121 9 0.0% — 675 +121 New Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 129 9 0.0% 0.0% 673 0 0.0% Q4 2025 Feb 04, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 125 9 0.01% 0.01% 674 0 0.0% Q4 2025 Jan 08, 2026
Family Manage LLC History New 114 8 0.0% — 677 +114 New Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History New 106 8 0.0% — 676 +106 New Q4 2025 Feb 09, 2026
Centerpoint Advisors, LLC History New 102 8 0.0% — 679 +102 New Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History No change 119 8 0.0% 0.0% 678 0 0.0% Q4 2025 Feb 03, 2026
City State Bank History No change 111 8 0.0% 0.0% 680 0 0.0% Q4 2025 Jan 28, 2026
IMG Wealth Management, Inc. History No change 111 8 0.01% 0.01% 681 0 0.0% Q4 2025 Feb 05, 2026
Wagner Wealth Management, LLC History Added to 103 7 0.0% 0.0% 682 +1 0.98% Q4 2025 Jan 30, 2026
Abound Wealth Management History No change 106 7 0.0% 0.0% 683 0 0.0% Q4 2025 Jan 12, 2026
Nova Wealth Management, Inc. History No change 101 7 0.0% 0.0% 684 0 0.0% Q4 2025 Jan 14, 2026
BAYBAN History New 87 6 0.01% — 686 +87 New Q4 2025 Mar 05, 2026
IMA Advisory Services, Inc. History No change 89 6 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 11, 2026
MCGUIRE CAPITAL ADVISORS INC History New 74 5 0.0% — 691 +74 New Q4 2025 Feb 19, 2026
TUCKER ASSET MANAGEMENT LLC History No change 73 5 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 71 5 0.0% 0.0% 688 0 0.0% Q4 2025 Jan 08, 2026
Nemes Rush Group LLC History No change 77 5 0.0% 0.0% 689 0 0.0% Q4 2025 Feb 11, 2026
Hughes Financial Services, LLC History No change 70 5 0.0% 0.0% 690 0 0.0% Q4 2025 Feb 11, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 62 4 0.0% 0.0% 692 0 0.0% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 50 3 0.0% 0.0% 695 -26 -34.21% Q4 2025 Jan 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 40 3 0.0% 0.0% 693 0 0.0% Q4 2025 Jan 22, 2026
Plante Moran Financial Advisors, LLC History No change 50 3 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 05, 2026
Asset Dedication, LLC History No change 52 3 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 26, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 29 2 0.0% — 698 +29 New Q4 2025 Mar 05, 2026
Versant Capital Management, Inc History No change 32 2 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 08, 2026
MEITAV INVESTMENT HOUSE LTD History Closed out 0 0 — 0.18% — -183,888 -100.0% Q3 2025 Oct 29, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -113,024 -100.0% Q3 2025 Nov 14, 2025
GOLDMAN SACHS GROUP INC History Closed out 0 0 — 0.0% — -81,038 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.14% — -47,907 -100.0% Q3 2025 Nov 14, 2025
SAXON INTERESTS, INC. History Closed out 0 0 — 0.74% — -26,075 -100.0% Q3 2025 Nov 03, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -17,013 -100.0% Q3 2025 Oct 14, 2025
WBH ADVISORY INC History Closed out 0 0 — 0.05% — -9,789 -100.0% Q3 2025 Oct 30, 2025
Invst, LLC History Closed out 0 0 — 0.07% — -8,711 -100.0% Q3 2025 Feb 04, 2026
Crossmark Global Holdings, Inc. History Closed out 0 0 — 0.01% — -8,537 -100.0% Q3 2025 Nov 12, 2025
Fund Evaluation Group, LLC History Closed out 0 0 — 0.02% — -7,912 -100.0% Q3 2025 Nov 12, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.06% — -6,690 -100.0% Q3 2025 Nov 12, 2025
Chicago Capital, LLC History Closed out 0 0 — 0.01% — -5,950 -100.0% Q3 2025 Oct 22, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 — 0.03% — -5,872 -100.0% Q3 2025 Nov 12, 2025
GeoWealth Management, LLC History Closed out 0 0 — 0.01% — -5,573 -100.0% Q3 2025 Nov 13, 2025
Capital Investment Counsel, LLC History Closed out 0 0 — 0.05% — -4,852 -100.0% Q3 2025 Nov 06, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -4,594 -100.0% Q3 2025 Nov 14, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 0.24% — -3,966 -100.0% Q3 2025 Nov 05, 2025
Magnus Financial Group LLC History Closed out 0 0 — 0.02% — -3,807 -100.0% Q3 2025 Oct 28, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -3,416 -100.0% Q3 2025 Oct 31, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -3,266 -100.0% Q3 2025 Nov 14, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.02% — -3,251 -100.0% Q3 2025 Nov 14, 2025
Strategic Blueprint, LLC History Closed out 0 0 — 0.01% — -2,909 -100.0% Q3 2025 Oct 23, 2025
XTX Topco Ltd History Closed out 0 0 — 0.01% — -2,875 -100.0% Q3 2025 Nov 14, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.11% — -2,815 -100.0% Q3 2025 Oct 23, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -1,219 -100.0% Q3 2025 Nov 10, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 — 0.01% — -939 -100.0% Q3 2025 Nov 13, 2025
Stonehage Fleming Financial Services Holdings Ltd History Closed out 0 0 — 0.0% — -861 -100.0% Q3 2025 Nov 03, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -635 -100.0% Q3 2025 Oct 29, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 — 0.0% — -607 -100.0% Q3 2025 Nov 12, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -550 -100.0% Q3 2025 Oct 28, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.01% — -544 -100.0% Q3 2025 Nov 10, 2025
Raleigh Capital Management Inc. History Closed out 0 0 — 0.01% — -313 -100.0% Q3 2025 Nov 04, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.04% — -253 -100.0% Q3 2025 Nov 17, 2025
Beacon Capital Management, Inc. History Closed out 0 0 — 0.0% — -249 -100.0% Q3 2025 Oct 16, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -215 -100.0% Q3 2025 Oct 07, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.0% — -179 -100.0% Q3 2025 Nov 13, 2025
TRUST CO OF VERMONT History Closed out 0 0 — 0.0% — -139 -100.0% Q3 2025 Oct 14, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2025 Oct 30, 2025
Park Place Capital Corp History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2025 Oct 22, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -42 -100.0% Q3 2025 Nov 12, 2025
Frazier Financial Advisors, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Oct 31, 2025
Oakworth Capital, Inc. History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 04, 2025
Archer Investment Corp History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 03, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Nov 14, 2025
Keating Financial Advisory Services, Inc. History New 11 0 — — — +11 New Q4 2025 Feb 09, 2026
BARRETT & COMPANY, INC. History New 6 0 — — — +6 New Q4 2025 Jan 28, 2026
WealthShield Partners, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2025 Oct 31, 2025
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History New 3 0 — — — +3 New Q4 2025 Jan 21, 2026
Manchester Capital Management LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 14, 2025
CALDWELL SUTTER CAPITAL, INC. History New 2 0 — — — +2 New Q4 2025 Jan 30, 2026
WFA of San Diego, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
Activest Wealth Management History No change 1 0 — — — 0 0.0% Q4 2025 Jan 30, 2026