Invesco Exchange-Traded Fund Trust II - SPLV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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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
BANK OF AMERICA CORP /DE/ History Reduced 6,619,508 472,765 0.03% 0.04% 1 -1,426,437 -17.73% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 4,550,646 325,007 0.02% 0.02% 2 -340,088 -6.95% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 3,249,785 232,099 0.06% 0.08% 3 -372,229 -10.28% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,640,200 188,563 0.07% 0.08% 4 -286,799 -9.8% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,634,200 188,134 0.27% 0.16% 5 +1,191,500 82.59% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 2,191,139 156,491 0.01% 0.01% 6 -323,422 -12.86% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,610,857 115,047 0.02% 0.02% 7 +57,312 3.69% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,585,210 113,216 0.02% — 8 +1,585,210 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 1,342,772 95,900 0.01% 0.02% 9 -92,820 -6.47% Q4 2025 Feb 19, 2026
GOLDMAN SACHS GROUP INC History Added to 1,278,712 91,325 0.01% 0.0% 10 +1,029,465 413.03% Q4 2025 Mar 25, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,231,296 87,940 0.02% 0.03% 11 -298,368 -19.51% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,181,626 84,391 0.11% 0.12% 12 -127,462 -9.74% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,071,116 76,499 0.04% 0.05% 13 -36,327 -3.28% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 935,880 66,840 0.02% 0.02% 14 +31,502 3.48% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 861,947 61,560 0.01% 0.01% 15 +40,107 4.88% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 825,936 58,988 0.01% 0.01% 16 -82,166 -9.05% Q4 2025 Jan 29, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 690,000 49,279 1.87% 1.34% 17 0 0.0% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 589,558 42,106 0.01% 0.02% 18 -128,971 -17.95% Q4 2025 Feb 10, 2026
Brookstone Capital Management History Reduced 537,524 38,389 0.44% 0.49% 19 -21,080 -3.77% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Reduced 536,365 38,307 0.26% 0.32% 20 -46,952 -8.05% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 526,828 37,632 0.05% 0.07% 21 -139,627 -20.95% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 513,623 36,682 0.06% 0.07% 22 -34,779 -6.34% Q4 2025 Feb 18, 2026
Armbruster Capital Management, Inc. History Added to 504,129 36,004 6.05% 6.03% 23 +21,735 4.51% Q4 2025 Jan 23, 2026
Qube Research & Technologies Ltd History Added to 476,387 34,023 0.03% 0.02% 24 +228,301 92.02% Q4 2025 Feb 17, 2026
GENWORTH FINANCIAL INC History Added to 473,856 33,842 7.59% 7.92% 25 +2,516 0.53% Q4 2025 Jan 23, 2026
Cetera Investment Advisers History Reduced 468,380 33,451 0.04% 0.04% 26 -13,961 -2.89% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 424,260 30,300 0.3% 0.45% 27 -33,521 -7.32% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Added to 410,182 29,295 0.12% 0.12% 28 +51,730 14.43% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 394,966 28,295 0.04% 0.05% 29 -34,035 -7.93% Q4 2025 Jan 08, 2026
New England Private Wealth Advisors LLC History Reduced 377,564 26,965 3.36% 3.7% 30 -4,470 -1.17% Q4 2025 Feb 13, 2026
Berman McAleer LLC History Added to 364,106 26,004 3.55% 3.63% 31 +10,761 3.05% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Reduced 362,802 25,911 0.12% 0.18% 32 -143,381 -28.33% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 352,513 25,176 0.38% 0.43% 33 -14,675 -4.0% Q4 2025 Jan 22, 2026
Empowered Funds, LLC History Added to 320,880 22,917 0.39% 0.12% 34 +155,319 93.81% Q4 2025 Feb 18, 2026
Cambria Investment Management, L.P. History Added to 316,649 22,615 1.32% 0.66% 35 +168,080 113.13% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 312,992 22,353 0.0% 0.0% 36 -12,595 -3.87% Q4 2025 Feb 11, 2026
Painted Porch Advisors LLC History New 309,393 22,096 8.89% — 37 +309,393 New Q4 2025 Mar 19, 2026
NewSquare Capital LLC History Reduced 308,174 22,009 1.94% 2.27% 38 -146,911 -32.28% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 290,803 20,769 0.31% 0.34% 39 -12,381 -4.08% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 289,051 20,644 0.01% 0.01% 40 +2,472 0.86% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 286,949 20,494 0.05% 0.05% 41 -19,349 -6.32% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 275,453 19,673 0.05% 0.06% 42 +18,059 7.02% Q4 2025 Jan 26, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 266,943 19,065 0.05% 0.07% 43 -59,747 -18.29% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Reduced 262,940 18,779 0.02% 0.02% 44 -3,508 -1.32% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Added to 262,376 18,738 0.58% 0.62% 45 +2,664 1.03% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Reduced 260,712 18,619 0.02% 0.02% 46 -9,237 -3.42% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 244,496 17,461 1.23% 1.36% 47 +11,477 4.93% Q4 2025 Jan 21, 2026
Lido Advisors, LLC History Added to 231,649 17,003 0.05% 0.05% 48 +77 0.03% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 227,888 16,276 0.27% 0.29% 49 -6,673 -2.84% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 187,456 13,388 0.01% 0.01% 50 -28,844 -13.34% Q4 2025 Feb 10, 2026
Capital Advisors, Ltd. LLC History Reduced 172,686 12,333 1.39% 1.53% 51 -12,209 -6.6% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Added to 171,135 12,222 0.02% 0.02% 52 +8,417 5.17% Q4 2025 Mar 09, 2026
Ballast, Inc. History Reduced 169,080 12,075 2.83% 3.65% 53 -35,931 -17.53% Q4 2025 Feb 03, 2026
SYKON CAPITAL LLC History New 166,351 11,880 3.81% — 54 +166,351 New Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Reduced 163,949 11,709 0.66% 0.71% 55 -406 -0.25% Q4 2025 Jan 14, 2026
Bell Investment Advisors, Inc History Reduced 162,975 11,639 1.84% 1.97% 56 -1,047 -0.64% Q4 2025 Feb 24, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 161,621 11,542 0.09% 0.22% 57 -167,172 -50.84% Q4 2025 Feb 11, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 154,743 11,051 6.76% 6.79% 58 +8,830 6.05% Q4 2025 Jan 15, 2026
Nilsine Partners, LLC History Added to 152,110 10,863 0.94% 0.94% 59 +9,240 6.47% Q4 2025 Jan 15, 2026
MAI Capital Management History Added to 145,019 10,357 0.06% 0.07% 60 +1,401 0.98% Q4 2025 Feb 13, 2026
Matthew Goff Investment Advisor, LLC History New 417,234 10,151 1.8% — 61 +417,234 New Q4 2025 Jan 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 138,966 9,924 2.45% 2.58% 62 -23 -0.02% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 138,854 9,916 0.04% 0.04% 63 +12,626 10.0% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 138,515 9,892 0.0% 0.0% 64 +112,815 438.97% Q4 2025 Feb 12, 2026
O'ROURKE & COMPANY, Inc History Added to 137,320 9,807 3.81% 4.18% 65 +1,235 0.91% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Reduced 135,737 9,694 0.01% 0.01% 66 -5,551 -3.93% Q4 2025 Feb 06, 2026
Creative Planning History Added to 131,988 9,426 0.01% 0.01% 67 +3,178 2.47% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History Added to 129,957 9,281 0.5% 0.54% 68 +113 0.09% Q4 2025 Jan 12, 2026
Geneos Wealth Management Inc. History Added to 121,349 8,666 0.21% 0.19% 70 +18,848 18.39% Q4 2025 Jan 28, 2026
Mariner, LLC History Reduced 121,348 8,666 0.01% 0.01% 69 -2,806 -2.26% Q4 2025 Feb 13, 2026
Opes Wealth Management LLC History Added to 121,210 8,656 1.41% 1.51% 71 +2,210 1.86% Q4 2025 Feb 02, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 111,853 7,988 2.63% 2.73% 72 +621 0.56% Q4 2025 Jan 27, 2026
TRUIST FINANCIAL CORP History Reduced 110,512 7,892 0.01% 0.01% 73 -5,390 -4.65% Q4 2025 Feb 02, 2026
Avidian Wealth Enterprises, LLC History Added to 109,699 7,834 0.29% 0.29% 74 +3,335 3.14% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 104,213 7,442 0.01% 0.01% 75 +17,075 19.6% Q4 2025 Mar 16, 2026
Sequoia Financial Advisors, LLC History Reduced 103,111 7,364 0.04% 0.05% 76 -5,486 -5.05% Q4 2025 Feb 03, 2026
CITIGROUP INC History Reduced 101,979 7,283 0.0% 0.0% 77 -16,799 -14.14% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Reduced 100,882 7,204 0.05% 0.05% 78 -35 -0.03% Q4 2025 Jan 28, 2026
First PREMIER Bank History Reduced 95,289 6,806 1.56% 1.6% 79 -720 -0.75% Q4 2025 Jan 23, 2026
Fortune Financial Group, Inc. History New 92,981 6,665 6.55% — 80 +92,981 New Q4 2025 Feb 11, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 87,996 6,284 5.21% — 81 +87,996 New Q4 2025 Mar 03, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 85,971 6,241 1.4% 1.67% 82 -2,285 -2.59% Q4 2025 Feb 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 85,996 6,141 0.0% 0.0% 83 +18,034 26.54% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 85,513 6,107 0.03% — 84 +85,513 New Q4 2025 Feb 05, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 83,767 5,982 2.98% 3.27% 85 -5,330 -5.98% Q4 2025 Jan 30, 2026
Banco BTG Pactual S.A. History Reduced 83,513 5,964 1.02% 2.08% 86 -110,700 -57.0% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 82,281 5,891 0.01% 0.01% 87 +14,068 20.62% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 80,694 5,763 0.05% 0.01% 88 +69,351 611.4% Q4 2025 Jan 05, 2026
MML INVESTORS SERVICES, LLC History Reduced 80,616 5,757 0.01% 0.02% 89 -553 -0.68% Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 79,910 5,707 3.35% 3.56% 90 -3,360 -4.04% Q4 2025 Jan 21, 2026
Essex Financial Services, Inc. History Reduced 79,246 5,659 0.32% 0.35% 91 -399 -0.5% Q4 2025 Feb 10, 2026
Curi Capital, LLC History Reduced 77,403 5,528 0.1% 0.1% 92 -1 -0.0% Q4 2025 Feb 17, 2026
TKG Advisors, LLC History Reduced 112,425 5,195 2.1% 2.12% 93 -528 -0.47% Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 72,480 5,176 0.02% — 94 +72,480 New Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Added to 70,009 5,000 0.16% 0.11% 95 +26,867 62.28% Q4 2025 Jan 20, 2026
Alliance Wealth Advisors, LLC /UT History Added to 68,249 4,874 1.06% 0.09% 96 +63,288 1275.71% Q4 2025 Feb 02, 2026
FIFTH THIRD SECURITIES, INC. History Added to 67,640 4,830 0.32% 0.33% 97 +949 1.42% Q4 2025 Jan 23, 2026
Pinnacle Wealth Management Group, Inc. History Added to 67,547 4,824 2.41% 2.45% 98 +2,521 3.88% Q4 2025 Jan 23, 2026
Cherry Tree Wealth Management, LLC History Reduced 66,931 4,780 1.01% 1.15% 99 -4,314 -6.06% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Reduced 66,627 4,758 0.05% 0.09% 100 -4,013 -5.68% Q4 2025 Jan 29, 2026
Trek Financial, LLC History Reduced 66,162 4,725 0.27% 0.41% 101 -27,008 -28.99% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Added to 65,882 4,705 0.36% 0.38% 102 +1,649 2.57% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 84,240 4,630 0.11% 0.12% 103 -210 -0.25% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 64,234 4,587 0.01% 0.01% 104 +2,721 4.42% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 63,683 4,548 0.01% 0.01% 105 -616 -0.96% Q4 2025 Feb 13, 2026
Meriwether Wealth & Planning, LLC History Added to 61,293 4,377 2.47% 2.44% 106 +3,925 6.84% Q4 2025 Jan 14, 2026
Robertson Stephens Wealth Management, LLC History Reduced 60,689 4,334 0.11% 0.15% 107 -6,518 -9.7% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History Added to 58,997 4,213 0.02% 0.02% 108 +377 0.64% Q4 2025 Feb 12, 2026
Pacific Center for Financial Services History No change 57,275 4,208 1.07% 1.07% 109 0 0.0% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 57,788 4,127 0.19% 0.22% 110 +575 1.01% Q4 2025 Jan 26, 2026
G&S Capital LLC History Added to 56,930 4,065 1.44% 1.48% 111 +2,311 4.23% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Reduced 56,608 4,042 0.0% 0.0% 112 -23,548 -29.38% Q4 2025 Feb 17, 2026
Burns Matteson Capital Management, LLC History Reduced 56,346 4,024 1.41% 1.66% 113 -786 -1.38% Q4 2025 Jan 15, 2026
Fortis Group Advisors, LLC History New 54,613 4,022 0.67% — 114 +54,613 New Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History Reduced 56,159 4,010 0.14% 0.15% 115 -139 -0.25% Q4 2025 Jan 12, 2026
FIRST AMERICAN TRUST, FSB History Reduced 55,996 3,999 0.27% 0.45% 116 -29,023 -34.14% Q4 2025 Feb 11, 2026
Klingman & Associates, LLC History Reduced 55,735 3,980 0.19% 0.21% 117 -136 -0.24% Q4 2025 Jan 29, 2026
UMB Bank, n.a. History Reduced 54,206 3,871 0.05% 0.06% 118 -2,940 -5.14% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 53,226 3,801 0.02% 0.02% 119 +2,731 5.41% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Reduced 53,189 3,798 0.18% 0.19% 120 -1,002 -1.85% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 52,904 3,778 0.0% 0.0% 121 +34,813 192.43% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 51,547 3,681 0.08% 0.09% 122 -85 -0.16% Q4 2025 Feb 03, 2026
CreativeOne Wealth, LLC History Added to 50,851 3,631 0.09% 0.05% 123 +21,408 72.71% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 49,901 3,563 0.17% 0.38% 124 -70,064 -58.4% Q4 2025 Jan 21, 2026
Johnson & White Wealth Management, LLC History Added to 48,522 3,465 1.51% 1.61% 125 +770 1.61% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Reduced 47,892 3,420 0.03% 0.04% 126 -5,842 -10.87% Q4 2025 Jan 26, 2026
Integrated Advisors Network LLC History Reduced 47,783 3,412 0.15% 0.16% 127 -4,544 -8.68% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 46,790 3,341 0.04% 0.04% 128 -1,064 -2.22% Q4 2025 Jan 20, 2026
Transamerica Financial Advisors, LLC History Reduced 46,719 3,336 0.28% 0.3% 129 -1,748 -3.61% Q4 2025 Feb 13, 2026
Milestone Investment Advisors LLC History Reduced 46,618 3,329 0.81% 0.85% 130 -9 -0.02% Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 46,061 3,289 0.09% 0.16% 131 +11,723 34.14% Q4 2025 Feb 10, 2026
Ellis Investment Partners, LLC History Reduced 45,972 3,283 0.57% 0.61% 132 -350 -0.76% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Reduced 45,144 3,224 0.03% 0.07% 133 -13,639 -23.2% Q4 2025 Jan 23, 2026
TLS Advisors LLC History Added to 114,867 3,054 8.01% 0.62% 134 +111,954 3843.25% Q4 2025 Feb 04, 2026
Waverly Advisors, LLC History Added to 42,574 3,040 0.02% 0.03% 135 +3,030 7.66% Q4 2025 Feb 17, 2026
Advisors Preferred, LLC History Reduced 42,648 3,036 0.49% 0.53% 136 -6,881 -13.89% Q4 2025 Feb 02, 2026
Global Assets Advisory, LLC History Reduced 42,300 3,021 0.86% 0.94% 137 -938 -2.17% Q4 2025 Feb 09, 2026
TruWealth Advisors, LLC History Added to 40,969 2,926 0.14% 0.14% 138 +2,396 6.21% Q4 2025 Jan 07, 2026
Arkadios Wealth Advisors History Reduced 40,820 2,915 0.06% 0.08% 139 -2,303 -5.34% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 40,687 2,905 0.0% 0.0% 140 +10,975 36.94% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Reduced 40,646 2,902 0.13% 0.16% 141 -1,932 -4.54% Q4 2025 Feb 05, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Reduced 39,890 2,848 1.56% 1.77% 142 -2,400 -5.68% Q4 2025 Jan 08, 2026
High Net Worth Advisory Group LLC History Reduced 39,352 2,810 0.65% 0.71% 143 -667 -1.67% Q4 2025 Jan 23, 2026
Trilogy Capital Inc. History Reduced 39,279 2,805 0.13% 0.16% 144 -6,398 -14.01% Q4 2025 Jan 22, 2026
&PARTNERS History Added to 39,237 2,799 0.01% 0.02% 145 +4,599 13.28% Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Reduced 39,053 2,789 2.04% 2.03% 146 -1,502 -3.7% Q4 2025 Feb 17, 2026
Corundum Group, Inc. History Reduced 38,807 2,771 0.93% 1.21% 147 -1,338 -3.33% Q4 2025 Jan 12, 2026
FSC Wealth Advisors, LLC History Reduced 38,729 2,765 4.49% 4.38% 148 -64,499 -62.48% Q4 2025 Jan 22, 2026
Sovereign Investment Advisors, LLC History Reduced 37,409 2,671 0.67% 0.98% 149 -11,402 -23.36% Q4 2025 Feb 13, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 37,098 2,649 0.83% 0.67% 150 +9,253 33.23% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 36,812 2,629 0.05% 0.06% 151 +570 1.57% Q4 2025 Feb 06, 2026
WT Wealth Management History Added to 36,482 2,605 0.75% 0.72% 152 +2,477 7.28% Q4 2025 Feb 02, 2026
Schaeffer Financial LLC History Added to 36,396 2,599 2.27% 2.42% 153 +72 0.2% Q4 2025 Jan 30, 2026
Tennessee Valley Asset Management Partners History Added to 35,804 2,557 0.33% 0.34% 154 +1,435 4.18% Q4 2025 Feb 05, 2026
Sherman Wealth Management LLC History New 35,791 2,556 2.22% — 155 +35,791 New Q4 2025 Jan 15, 2026
Syntegra Private Wealth Group, LLC History Added to 34,655 2,475 0.23% 0.23% 156 +819 2.42% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 34,527 2,465 0.01% 0.02% 157 +4,288 14.18% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Added to 34,519 2,465 0.17% 0.17% 158 +1,865 5.71% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 34,457 2,460 0.01% 0.01% 159 +13,180 61.94% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Reduced 33,738 2,409 0.01% 0.02% 160 -14,798 -30.49% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Reduced 33,540 2,395 0.11% 0.12% 161 -636 -1.86% Q4 2025 Feb 17, 2026
Hansen & Associates Financial Group, Inc. History Added to 31,865 2,394 1.31% 8.58% 162 +3,497 12.33% Q4 2025 Feb 17, 2026
Trinity Wealth Management, LLC History Added to 33,502 2,392 0.88% 0.92% 163 +180 0.54% Q4 2025 Jan 15, 2026
Tradition Wealth Management, LLC History Reduced 33,249 2,374 0.17% 0.19% 164 -1,221 -3.54% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 33,236 2,373 0.01% 0.02% 165 +734 2.26% Q4 2025 Jan 29, 2026
Selby Wealth Management, LLC History New 33,132 2,366 0.95% — 166 +33,132 New Q4 2025 Feb 13, 2026
WealthBridge Capital Management, LLC History Added to 32,943 2,352 0.54% 0.56% 167 +575 1.78% Q4 2025 Jan 21, 2026
LMCG INVESTMENTS, LLC History Reduced 32,734 2,337 0.13% 0.16% 168 -3,175 -8.84% Q4 2025 Feb 03, 2026
Lunt Capital Management, Inc. History New 32,682 2,334 0.87% — 169 +32,682 New Q4 2025 Jan 23, 2026
Avant Capital LLC History Reduced 32,431 2,316 1.59% 1.72% 170 -773 -2.33% Q4 2025 Feb 13, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 31,980 2,284 0.34% — 171 +31,980 New Q4 2025 Feb 13, 2026
Fluent Financial, LLC History Reduced 31,901 2,278 0.87% 5.89% 172 -172,986 -84.43% Q4 2025 Jan 14, 2026
AE Wealth Management LLC History Added to 31,866 2,275 0.01% 0.01% 173 +1,445 4.75% Q4 2025 Jan 26, 2026
OPPENHEIMER & CO INC History Reduced 31,660 2,261 0.03% 0.04% 174 -17,695 -35.85% Q4 2025 Feb 02, 2026
Weaver Capital Management LLC History Reduced 31,531 2,251 0.48% 0.51% 175 -675 -2.1% Q4 2025 Jan 22, 2026
FIRST HORIZON CORP History Reduced 31,149 2,224 0.1% 0.11% 176 -2,059 -6.2% Q4 2025 Jan 27, 2026
Massar Capital Management, LP History New 29,853 2,132 0.23% — 177 +29,853 New Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 29,811 2,129 0.03% 0.05% 178 -25,298 -45.91% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History Added to 29,817 2,129 0.13% 0.12% 179 +54 0.18% Q4 2025 Jan 29, 2026
Moran Wealth Management, LLC History Added to 29,728 2,123 0.07% 0.07% 180 +41 0.14% Q4 2025 Jan 26, 2026
Quantitative Investment Management, LLC History New 29,155 2,082 0.2% — 181 +29,155 New Q4 2025 Feb 17, 2026
XML Financial, LLC History Reduced 28,781 2,055 0.17% 0.18% 182 -1,377 -4.57% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 28,683 2,048 0.04% 0.04% 183 -1,408 -4.68% Q4 2025 Feb 11, 2026
MATTERS CAPITAL LLC History New 28,371 2,026 1.66% — 184 +28,371 New Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Reduced 27,500 1,964 0.01% 0.01% 185 -500 -1.79% Q4 2025 Feb 11, 2026
Advisory Alpha, LLC History Added to 27,455 1,960 0.05% 0.05% 186 +453 1.68% Q4 2025 Feb 06, 2026
Investors Research Corp History Reduced 27,328 1,951 0.36% 0.39% 187 -1,284 -4.49% Q4 2025 Jan 06, 2026
EP Wealth Advisors, LLC History New 27,204 1,942 0.01% — 188 +27,204 New Q4 2025 Feb 18, 2026
Jaffetilchin Investment Partners, LLC History Reduced 27,023 1,929 0.11% 0.12% 189 -481 -1.75% Q4 2025 Jan 15, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 26,635 1,902 0.21% 0.22% 190 -365 -1.35% Q4 2025 Jan 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 26,523 1,894 0.42% 0.47% 191 +169 0.64% Q4 2025 Jan 09, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 26,293 1,877 0.24% 0.14% 192 -7,177 -21.44% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Reduced 25,991 1,856 0.08% 0.09% 193 -915 -3.4% Q4 2025 Feb 10, 2026
MorganRosel Wealth Management, LLC History Added to 24,864 1,775 0.44% 0.47% 194 +263 1.07% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 24,830 1,773 0.0% 0.0% 195 +5,053 25.55% Q4 2025 Feb 17, 2026
Acorn Wealth Advisors, LLC History Reduced 24,833 1,773 0.53% 0.61% 196 -1,519 -5.76% Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 24,278 1,733 0.1% 0.12% 197 -1,762 -6.77% Q4 2025 Feb 10, 2026
Old North State Trust, LLC History New 24,155 1,725 1.02% — 198 +24,155 New Q4 2025 Mar 24, 2026
TOMPKINS FINANCIAL CORP History Reduced 23,418 1,672 0.13% 0.15% 199 -769 -3.18% Q4 2025 Jan 08, 2026
Israel Discount Bank of New York History New 23,364 1,668 4.54% — 200 +23,364 New Q4 2025 Jan 28, 2026
Great Waters Wealth Management History Added to 23,302 1,664 0.18% 0.2% 201 +744 3.3% Q4 2025 Jan 15, 2026
Laurel Wealth Planning LLC History Reduced 23,286 1,663 0.92% 0.95% 202 -1,265 -5.15% Q4 2025 Jan 23, 2026
Headlands Technologies LLC History New 23,158 1,653 0.14% — 203 +23,158 New Q4 2025 Feb 13, 2026
VISIONARY HORIZONS, LLC History Reduced 23,087 1,648 0.85% 1.08% 204 -3,350 -12.67% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 22,780 1,626 0.0% 0.0% 206 -567 -2.43% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 22,773 1,626 0.01% 0.01% 205 +364 1.62% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 22,686 1,620 0.1% 0.12% 207 -1,922 -7.81% Q4 2025 Jan 21, 2026
Vise Technologies, Inc. History Added to 22,284 1,591 0.03% 0.04% 208 +9,111 69.16% Q4 2025 Feb 11, 2026
PFG Advisors History Reduced 22,212 1,586 0.08% 0.16% 209 -29,412 -56.97% Q4 2025 Jan 27, 2026
TERRIL BROTHERS, INC. History Added to 22,084 1,577 0.41% 0.49% 210 +270 1.24% Q4 2025 Feb 09, 2026
Long Island Wealth Management, Inc. History Added to 21,883 1,562 0.74% 0.78% 211 +82 0.38% Q4 2025 Jan 21, 2026
Wealthspire Retirement, LLC History No change 21,142 1,509 0.09% 0.1% 212 0 0.0% Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History Added to 20,862 1,489 0.01% 0.01% 213 +355 1.73% Q4 2025 Feb 18, 2026
Advisory Services Network, LLC History Reduced 20,685 1,477 0.02% 0.02% 214 -1,182 -5.41% Q4 2025 Feb 17, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 20,665 1,475 0.67% 0.76% 215 -1,208 -5.52% Q4 2025 Jan 26, 2026
NORTHERN TRUST CORP History Added to 20,586 1,470 0.0% 0.0% 216 +16,204 369.79% Q4 2025 Feb 17, 2026
Wealth Intelligence, LLC History New 20,202 1,442 0.72% — 217 +20,202 New Q4 2025 Feb 18, 2026
Paragon Private Wealth Management, LLC History Reduced 20,059 1,432 0.44% 0.49% 218 -321 -1.58% Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 19,877 1,419 0.09% 0.1% 219 -526 -2.58% Q4 2025 Feb 06, 2026
Troutman Wealth Management, LLC History New 19,813 1,415 1.17% — 220 +19,813 New Q4 2025 Feb 18, 2026
Aptus Capital Advisors, LLC History Reduced 19,339 1,381 0.01% 0.01% 221 -863 -4.27% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 19,104 1,364 0.03% 0.02% 222 +5,101 36.43% Q4 2025 Jan 14, 2026
Santori & Peters, Inc. History Added to 18,902 1,349 0.46% 0.49% 223 +199 1.06% Q4 2025 Jan 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 18,627 1,330 0.03% 0.03% 224 +921 5.2% Q4 2025 Jan 29, 2026
MGB Wealth Management, LLC History Reduced 18,498 1,321 0.38% 0.39% 225 -342 -1.82% Q4 2025 Feb 17, 2026
Amundi History Reduced 18,402 1,314 0.0% 0.0% 226 -6,900 -27.27% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 18,398 1,313 0.06% 0.06% 227 +4,598 33.32% Q4 2025 Jan 28, 2026
Diversify Advisory Services, LLC History Reduced 17,905 1,311 0.04% 0.04% 228 -240 -1.32% Q4 2025 Jan 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 18,328 1,308 0.02% 0.03% 229 -825 -4.31% Q4 2025 Jan 16, 2026
Tempus Wealth Planning, LLC History Reduced 18,273 1,305 0.3% 0.31% 230 -61 -0.33% Q4 2025 Jan 16, 2026
Midwest Financial Group LLC History Added to 18,245 1,303 0.58% 0.64% 231 +1 0.01% Q4 2025 Jan 20, 2026
Winthrop Capital Management, LLC History No change 18,228 1,302 0.3% 0.32% 232 0 0.0% Q4 2025 Feb 10, 2026
Laraway Financial Advisors Inc History Added to 18,042 1,288 0.84% 0.89% 233 +203 1.14% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History New 18,026 1,287 0.0% — 234 +18,026 New Q4 2025 Feb 13, 2026
Hirtle Callaghan & Co LLC History New 17,915 1,279 0.04% — 235 +17,915 New Q4 2025 Feb 04, 2026
Kingstone Capital Partners Texas, LLC History Added to 17,709 1,265 0.74% 0.75% 236 +95 0.54% Q4 2025 Feb 03, 2026
FINANCIAL LIFE ADVISORS History Added to 17,650 1,260 0.39% 0.39% 237 +977 5.86% Q4 2025 Jan 30, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 17,611 1,257 0.35% 0.4% 238 -1,087 -5.81% Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History New 17,436 1,245 0.03% — 239 +17,436 New Q4 2025 Jan 23, 2026
Capstone Wealth Management Group LLC History Added to 17,185 1,227 0.74% 0.8% 240 +126 0.74% Q4 2025 Jan 09, 2026
Flagship Private Wealth, LLC History Added to 17,119 1,222 0.48% 0.48% 241 +981 6.08% Q4 2025 Feb 04, 2026
Summit Financial, LLC History Added to 16,722 1,194 0.02% 0.01% 242 +6,317 60.71% Q4 2025 Feb 13, 2026
Trueblood Wealth Management, LLC History Added to 16,507 1,178 0.46% 0.47% 243 +10 0.06% Q4 2025 Jan 21, 2026
Nikulski Financial, Inc. History Reduced 16,445 1,174 0.28% 0.46% 244 -8,651 -34.47% Q4 2025 Jan 15, 2026
Golden State Wealth Management, LLC History Reduced 16,412 1,172 0.12% 0.14% 245 -1,262 -7.14% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 16,338 1,166 0.0% 0.0% 246 +2,217 15.7% Q4 2025 Feb 12, 2026
Harfst & Associates, Inc. History Reduced 16,217 1,158 0.21% 0.24% 247 -1,166 -6.71% Q4 2025 Feb 10, 2026
MidFirst Bank History New 15,980 1,141 0.09% — 248 +15,980 New Q4 2025 Feb 25, 2026
Compass Financial Group, Inc. (Ohio) History New 15,979 1,141 0.84% — 249 +15,979 New Q4 2025 Mar 04, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 15,800 1,128 0.07% 0.01% 250 +12,767 420.94% Q4 2025 Jan 20, 2026
Brooklyn Investment Group History Added to 15,655 1,126 0.05% 0.03% 251 +12,573 407.95% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History Reduced 15,735 1,123 0.04% 0.05% 252 -2,204 -12.29% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Added to 15,700 1,121 0.12% 0.13% 253 +490 3.22% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Added to 15,561 1,111 0.0% 0.0% 254 +44 0.28% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 15,518 1,108 0.0% 0.01% 255 -123 -0.79% Q4 2025 Feb 17, 2026
SouthState Bank Corp History No change 15,410 1,100 0.05% 0.05% 256 0 0.0% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History New 15,389 1,099 0.04% — 257 +15,389 New Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Reduced 15,317 1,093 0.06% 0.06% 258 -274 -1.76% Q4 2025 Feb 05, 2026
Meridian Financial Advisors, LLC History Added to 15,011 1,072 0.58% 0.6% 259 +401 2.74% Q4 2025 Jan 23, 2026
Graham Capital Management, L.P. History New 15,000 1,071 0.03% — 260 +15,000 New Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Reduced 14,645 1,065 0.03% 0.03% 261 -790 -5.12% Q4 2025 Jan 28, 2026
Onyx Bridge Wealth Group LLC History Reduced 14,757 1,053 0.11% 0.12% 262 -209 -1.4% Q4 2025 Feb 18, 2026
Genesee Capital Advisors, LLC History Added to 14,702 1,050 0.42% 0.47% 263 +74 0.51% Q4 2025 Jan 16, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 14,647 1,046 0.28% 0.3% 264 +3 0.02% Q4 2025 Feb 06, 2026
TPG Advisors LLC History Reduced 14,588 1,041 0.65% 0.72% 265 -421 -2.8% Q4 2025 Jan 21, 2026
Park Edge Advisors, LLC History Reduced 14,531 1,037 0.23% 0.99% 266 -43,944 -75.15% Q4 2025 Jan 16, 2026
Virtus Wealth Solutions LLC History Added to 14,305 1,021 0.19% 0.2% 268 +79 0.56% Q4 2025 Jan 29, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 14,300 1,021 0.1% 0.11% 267 +14 0.1% Q4 2025 Jan 27, 2026
Principle Wealth Partners LLC History Reduced 14,139 1,009 0.06% 0.06% 269 -699 -4.71% Q4 2025 Feb 06, 2026
Waterloo Capital, L.P. History Added to 14,105 1,007 0.07% 0.08% 270 +294 2.13% Q4 2025 Feb 10, 2026
AG Asset Advisory, LLC History No change 14,037 1,002 0.86% 0.86% 271 0 0.0% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 13,977 998 0.03% 0.03% 272 -2,273 -13.99% Q4 2025 Jan 07, 2026
Optivise Advisory Services LLC History Added to 13,946 996 0.57% 0.43% 273 +4,186 42.89% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 13,856 990 0.0% — 274 +13,856 New Q4 2025 Feb 05, 2026
SC&H Financial Advisors, Inc. History Reduced 13,748 981 0.15% 0.19% 275 -1,795 -11.55% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,628 973 0.0% 0.0% 276 0 0.0% Q4 2025 Jan 30, 2026
Arax Advisory Partners History New 13,594 970 0.03% — 277 +13,594 New Q4 2025 Feb 13, 2026
Variant Private Wealth, LLC History Reduced 13,513 965 1.0% 0.93% 279 -233 -1.7% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History No change 13,523 965 0.06% 0.05% 278 0 0.0% Q4 2025 Feb 17, 2026
Taylor Securities Services, Inc. History New 13,425 958 0.44% — 280 +13,425 New Q4 2025 Mar 05, 2026
IHT Wealth Management, LLC History Reduced 13,291 949 0.02% 0.03% 281 -353 -2.59% Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History No change 13,000 929 0.06% 0.08% 282 0 0.0% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Reduced 12,991 927 0.06% 0.07% 283 -1,240 -8.71% Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History Added to 12,913 922 0.04% 0.09% 285 +354 2.82% Q4 2025 Feb 17, 2026
Orca Investment Management, LLC History No change 12,918 922 0.73% 0.78% 284 0 0.0% Q4 2025 Jan 20, 2026
LANDAAS & CO /WI /ADV History Added to 12,828 916 0.2% 0.21% 286 +28 0.22% Q4 2025 Jan 21, 2026
PMG Wealth Management, Inc. History Reduced 12,824 915 0.67% 0.75% 288 -631 -4.69% Q4 2025 Jan 23, 2026
City Center Advisors, LLC History Reduced 12,815 915 0.84% 0.92% 287 -105 -0.81% Q4 2025 Jan 05, 2026
Magnus Financial Group LLC History Reduced 12,767 911 0.07% 0.07% 289 -96 -0.75% Q4 2025 Jan 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 12,766 911 0.06% 0.06% 290 0 0.0% Q4 2025 Jan 23, 2026
Symphony Financial, Ltd. Co. History Added to 12,565 904 0.12% 0.11% 291 +476 3.94% Q4 2025 Feb 11, 2026
MTM Investment Management, LLC History Reduced 12,643 902 0.29% 0.3% 292 -50 -0.39% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History No change 12,635 902 0.05% 0.05% 293 0 0.0% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 12,616 901 0.01% 0.01% 294 +6 0.05% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 12,607 900 0.02% 0.02% 295 +1 0.01% Q4 2025 Feb 17, 2026
Wood Tarver Financial Group, LLC History Reduced 12,576 898 0.25% 0.28% 296 -347 -2.69% Q4 2025 Feb 12, 2026
Round Rock Advisors LLC History Reduced 12,558 896 0.13% 0.15% 297 -116 -0.92% Q4 2025 Jan 27, 2026
Edgestream Partners, L.P. History New 12,476 891 0.03% — 298 +12,476 New Q4 2025 Feb 13, 2026
American Capital Advisory, LLC History Reduced 12,480 891 0.39% 0.45% 299 -729 -5.52% Q4 2025 Jan 30, 2026
Strategic Wealth Advisors LLC History New 12,425 887 0.76% — 300 +12,425 New Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 12,418 886 0.02% 0.02% 301 +637 5.41% Q4 2025 Feb 06, 2026
Perennial Investment Advisors, LLC History Reduced 12,320 879 0.07% 0.09% 302 -2,046 -14.24% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Reduced 12,276 876 0.07% 0.08% 303 -46 -0.37% Q4 2025 Feb 04, 2026
Tranquility Partners, LLC History Reduced 12,228 873 0.31% 0.43% 304 -5,090 -29.39% Q4 2025 Feb 03, 2026
Allied Investment Advisors, LLC History No change 12,200 871 0.13% 0.14% 305 0 0.0% Q4 2025 Feb 09, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 12,194 870 0.34% 0.4% 306 -613 -4.79% Q4 2025 Feb 04, 2026
Summit Trail Advisors, LLC History No change 12,102 864 0.01% 0.01% 307 0 0.0% Q4 2025 Feb 17, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 11,958 854 0.7% 0.87% 308 0 0.0% Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History New 11,950 853 0.12% — 309 +11,950 New Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Reduced 11,876 848 0.05% 0.05% 310 -606 -4.85% Q4 2025 Feb 03, 2026
Northstar Advisory Group, LLC History New 11,823 844 0.3% — 311 +11,823 New Q4 2025 Jan 15, 2026
Wolff Financial Management LLC History Added to 11,724 837 0.19% 0.2% 312 +50 0.43% Q4 2025 Feb 06, 2026
NorthRock Partners, LLC History Added to 11,695 835 0.01% 0.01% 313 +3,579 44.1% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 11,563 825 0.03% 0.17% 314 -49,016 -80.91% Q4 2025 Jan 21, 2026
Arrowroot Family Office, LLC History Added to 11,541 824 0.3% 0.34% 315 +42 0.37% Q4 2025 Feb 11, 2026
EASTERN BANK History No change 11,506 821 0.01% 0.02% 316 0 0.0% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO History No change 11,400 816 0.01% 0.01% 317 0 0.0% Q4 2025 Jan 26, 2026
Clearwater Capital Advisors, LLC History No change 11,351 810 0.07% 0.07% 318 0 0.0% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 11,222 807 0.01% 0.01% 319 -1,024 -8.36% Q4 2025 Jan 23, 2026
Whipplewood Advisors, LLC History Added to 11,310 807 0.52% 0.52% 320 +559 5.2% Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 10,907 802 0.11% — 321 +10,907 New Q4 2025 Feb 17, 2026
MONEYWISE, INC. History Reduced 11,190 799 0.33% 0.42% 322 -1,373 -10.93% Q4 2025 Feb 05, 2026
Clark Asset Management, LLC History No change 11,200 799 0.08% 0.1% 323 0 0.0% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History No change 11,169 797 0.05% 0.06% 324 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Financial Partners, Inc. History New 11,135 795 0.01% — 325 +11,135 New Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 11,054 789 0.0% 0.0% 326 +5,680 105.69% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 10,846 774 0.01% 0.01% 327 -44 -0.4% Q4 2025 Jan 30, 2026
Brookwood Investment Group LLC History Reduced 10,763 768 0.09% 0.11% 328 -552 -4.88% Q4 2025 Jan 22, 2026
Pathstone Holdings, LLC History New 10,729 766 0.0% — 329 +10,729 New Q4 2025 Feb 13, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 10,729 766 0.77% 1.29% 330 +4 0.04% Q4 2025 Feb 05, 2026
Bedel Financial Consulting, Inc. History Added to 10,688 763 0.08% 0.1% 331 +3 0.03% Q4 2025 Jan 28, 2026
Grey Fox Wealth Advisors, LLC History Reduced 10,624 758 0.16% 0.17% 332 -643 -5.71% Q4 2025 Feb 12, 2026
Segment Wealth Management, LLC History Added to 10,609 757 0.04% 0.03% 333 +3,052 40.39% Q4 2025 Jan 29, 2026
Strategic Blueprint, LLC History Added to 10,587 756 0.04% 0.03% 334 +2,443 30.0% Q4 2025 Jan 30, 2026
Symmetry Partners, LLC History Added to 10,585 755 0.04% 0.08% 335 +1,025 10.72% Q4 2025 Jan 27, 2026
Sensible Money, LLC History No change 10,453 746 0.24% 0.26% 336 0 0.0% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History New 10,430 744 0.02% — 338 +10,430 New Q4 2025 Jan 20, 2026
Wealthspire Advisors, LLC History Reduced 10,423 744 0.01% 0.0% 337 -538 -4.91% Q4 2025 Feb 13, 2026
Smith Salley Wealth Management History Reduced 10,403 743 0.04% 0.04% 339 -30 -0.29% Q4 2025 Jan 27, 2026
Legacy Private Trust Co. History Reduced 10,370 740 0.04% 0.05% 340 -333 -3.11% Q4 2025 Jan 08, 2026
B. Riley Wealth Advisors, Inc. History Reduced 10,334 738 0.03% 0.04% 341 -95 -0.91% Q4 2025 Feb 17, 2026
Allred Capital Management, LLC History Added to 10,283 735 0.27% 0.26% 342 +3 0.03% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 10,273 733 0.02% 0.02% 343 +183 1.81% Q4 2025 Jan 30, 2026
Amplius Wealth Advisors, LLC History Reduced 10,175 726 0.06% 0.07% 344 -559 -5.21% Q4 2025 Jan 12, 2026
Perigon Wealth Management, LLC History Reduced 10,114 722 0.01% 0.04% 346 -13,361 -56.92% Q4 2025 Jan 16, 2026
CAPITAL ADVISORS INC/OK History No change 10,122 722 0.01% 0.01% 345 0 0.0% Q4 2025 Jan 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,120 722 0.01% 0.01% 347 0 0.0% Q4 2025 Jan 22, 2026
VIAWEALTH, LLC History Reduced 10,068 719 0.4% 0.42% 348 -468 -4.44% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 9,967 711 0.02% 0.03% 349 -53 -0.53% Q4 2025 Feb 13, 2026
TopTier Wealth Management, LLC History New 9,951 710 0.48% — 350 +9,951 New Q4 2025 Feb 12, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 9,902 707 0.33% 0.35% 351 -560 -5.35% Q4 2025 Jan 22, 2026
DAVENPORT & Co LLC History Reduced 9,895 706 0.0% 0.0% 352 -2,689 -21.37% Q4 2025 Jan 12, 2026
Synergy Investment Management, LLC History Added to 9,830 702 0.25% 0.27% 353 +320 3.36% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Reduced 9,691 692 0.23% 0.27% 354 -1,278 -11.65% Q4 2025 Jan 23, 2026
First Command Advisory Services, Inc. History Reduced 9,549 681 0.0% 0.01% 355 -652 -6.39% Q4 2025 Feb 11, 2026
UPTICK PARTNERS, LLC History Reduced 9,502 678 0.14% 0.21% 356 -1,188 -11.11% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 9,425 673 0.01% 0.01% 357 -9,128 -49.2% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 9,355 668 0.03% 0.03% 358 +425 4.76% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 9,300 664 0.04% 0.05% 359 +1 0.01% Q4 2025 Feb 11, 2026
GC Wealth Management RIA, LLC History No change 9,272 662 0.02% 0.02% 360 0 0.0% Q4 2025 Jan 30, 2026
Red Door Wealth Management, LLC History Added to 9,207 657 0.07% 0.07% 361 +8 0.09% Q4 2025 Jan 20, 2026
Verity Asset Management, Inc. History Added to 9,144 653 0.28% 0.21% 362 +502 5.81% Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Reduced 9,032 645 0.04% 0.05% 363 -491 -5.16% Q4 2025 Jan 16, 2026
CX Institutional History Added to 8,991 642 0.02% 0.02% 364 +1,876 26.37% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 8,907 636 0.0% 0.0% 365 +500 5.95% Q4 2025 Jan 27, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,795 628 0.02% 0.02% 366 -3,182 -26.57% Q4 2025 Feb 13, 2026
Brick & Kyle, Associates History Reduced 8,782 627 0.22% 0.27% 367 -1,302 -12.91% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 8,769 626 0.02% 0.02% 368 +717 8.9% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 8,747 624 0.24% 0.25% 369 -35 -0.4% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 8,587 613 0.01% 0.01% 370 +482 5.95% Q4 2025 Mar 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 8,582 612 0.04% 0.06% 371 -1,568 -15.45% Q4 2025 Feb 03, 2026
Golden State Equity Partners History Added to 8,558 611 0.1% 0.1% 372 +108 1.28% Q4 2025 Jan 29, 2026
Advisor Resource Council History New 8,266 607 0.22% — 373 +8,266 New Q4 2025 Feb 10, 2026
Rede Wealth, LLC History New 8,447 603 0.21% — 374 +8,447 New Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Reduced 8,387 598 0.0% 0.0% 375 -1,480 -15.0% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Added to 8,335 595 0.0% 0.0% 376 +3 0.04% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 8,182 584 0.03% 0.03% 377 +1,855 29.32% Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History Added to 8,177 583 0.09% 0.09% 378 +38 0.47% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 8,096 578 0.01% 0.01% 379 +1,418 21.23% Q4 2025 Feb 09, 2026
Mission Creek Capital Partners, Inc. History No change 8,079 577 0.12% 0.12% 380 0 0.0% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Added to 8,067 576 0.01% 0.01% 381 +1,698 26.66% Q4 2025 Feb 03, 2026
Mullooly Asset Management, Inc. History Added to 8,044 574 0.21% 0.23% 382 +2 0.02% Q4 2025 Feb 06, 2026
Broussard Financial Group LLC History New 7,981 570 0.46% — 383 +7,981 New Q4 2025 Feb 02, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 7,965 568 0.2% 0.21% 384 -90 -1.12% Q4 2025 Jan 21, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 7,892 563 0.31% 0.32% 385 +38 0.48% Q4 2025 Feb 05, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 7,857 561 0.26% 0.27% 386 +23 0.29% Q4 2025 Jan 26, 2026
Prosperity Wealth Management, Inc. History New 7,845 560 0.19% — 387 +7,845 New Q4 2025 Mar 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,799 557 0.0% 0.0% 388 +1,004 14.78% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 7,793 556 0.0% 0.0% 389 +317 4.24% Q4 2025 Feb 12, 2026
Centurion Wealth Management LLC History No change 7,755 553 0.12% 0.13% 390 0 0.0% Q4 2025 Jan 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 7,694 549 0.0% 0.0% 391 -24,812 -76.33% Q4 2025 Feb 17, 2026
FSM Wealth Advisors, LLC History Added to 7,666 547 0.07% 0.08% 392 +16 0.21% Q4 2025 Jan 23, 2026
111 Capital History Reduced 7,653 546 0.12% 0.45% 393 -24,853 -76.46% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History No change 7,630 544 0.02% 0.02% 394 0 0.0% Q4 2025 Jan 16, 2026
Appalachian Capital Management Ltd History New 7,613 543 0.43% — 396 +7,613 New Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History No change 7,606 543 0.01% 0.01% 395 0 0.0% Q4 2025 Jan 21, 2026
Northwest & Ethical Investments L.P. History Reduced 7,511 540 0.01% 0.03% 397 -9,689 -56.33% Q4 2025 Feb 17, 2026
Woodside Wealth Management LLC History No change 7,468 533 0.4% 0.43% 398 0 0.0% Q4 2025 Jan 30, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 7,405 528 0.03% 0.03% 399 -25 -0.34% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Reduced 7,325 523 0.02% 0.02% 400 -69 -0.93% Q4 2025 Feb 12, 2026
East Coast Asset Management, LLC. History No change 7,191 513 0.15% 0.17% 401 0 0.0% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Added to 7,086 506 0.03% 0.03% 402 +626 9.69% Q4 2025 Jan 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 7,071 505 0.03% 0.03% 403 -248 -3.39% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Added to 7,052 503 0.02% 0.02% 406 +2 0.03% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,044 503 0.03% 0.03% 404 0 0.0% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,056 503 0.01% 0.01% 405 0 0.0% Q4 2025 Feb 09, 2026
ASPIRIANT, LLC History No change 7,014 500 0.01% 0.02% 407 0 0.0% Q4 2025 Jan 20, 2026
GUERRA PAN ADVISORS, LLC History No change 7,013 500 0.3% 0.31% 408 0 0.0% Q4 2025 Jan 13, 2026
Redwood Financial Network Corp History Reduced 6,997 499 0.32% 0.33% 409 -124 -1.74% Q4 2025 Feb 10, 2026
Joseph P. Lucia & Associates, LLC History Reduced 6,968 497 0.18% 0.2% 410 -200 -2.79% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Reduced 6,906 493 0.01% 0.04% 411 -12,303 -64.05% Q4 2025 Feb 06, 2026
CFO4Life Group, LLC History Added to 6,892 492 0.07% 0.07% 412 +8 0.12% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Reduced 6,881 491 0.0% 0.0% 413 -10,864 -61.22% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History Added to 6,866 490 0.04% 0.04% 414 +158 2.36% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 6,836 488 0.02% 0.02% 415 +916 15.47% Q4 2025 Feb 09, 2026
Olistico Wealth, LLC History No change 6,835 488 0.24% 0.27% 416 0 0.0% Q4 2025 Jan 13, 2026
Gateway Wealth Partners, LLC History New 6,776 483 0.05% — 418 +6,776 New Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History No change 6,775 483 0.01% 0.01% 417 0 0.0% Q4 2025 Feb 02, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 6,723 480 0.14% 0.15% 419 +37 0.55% Q4 2025 Feb 04, 2026
Providence First Trust Co History Added to 6,716 479 0.17% 0.16% 421 +500 8.04% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Added to 6,713 479 0.0% 0.01% 420 +6 0.09% Q4 2025 Feb 13, 2026
Compass Advisory Group LLC History Added to 6,649 474 0.13% 0.14% 422 +37 0.56% Q4 2025 Jan 21, 2026
Creekside Partners History No change 6,642 474 0.2% 0.21% 423 0 0.0% Q4 2025 Feb 13, 2026
EARNED WEALTH ADVISORS, LLC History Added to 6,594 470 0.15% 0.05% 424 +2,530 62.25% Q4 2025 Jan 27, 2026
Berkshire Money Management, Inc. History New 6,578 469 0.04% — 425 +6,578 New Q4 2025 Jan 27, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 6,575 469 0.05% 0.06% 426 -214 -3.15% Q4 2025 Jan 09, 2026
BARCLAYS PLC History Reduced 6,560 468 0.0% 0.0% 427 -1,070 -14.02% Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Added to 6,559 468 0.4% 0.43% 428 +34 0.52% Q4 2025 Jan 26, 2026
Family Capital Management, Inc. History No change 6,547 467 0.21% 0.23% 429 0 0.0% Q4 2025 Jan 27, 2026
NBC SECURITIES, INC. History Added to 6,509 464 0.03% 0.04% 430 +144 2.26% Q4 2025 Jan 29, 2026
WIN ADVISORS, INC History New 6,485 463 0.2% — 431 +6,485 New Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Reduced 6,433 459 0.02% 0.05% 432 -2,935 -31.33% Q4 2025 Feb 04, 2026
Headland Capital, LLC History Added to 6,391 456 0.13% 0.12% 433 +377 6.27% Q4 2025 Jan 28, 2026
Trust Point Inc. History No change 6,373 455 0.04% 0.04% 434 0 0.0% Q4 2025 Jan 13, 2026
Rockingstone Advisors LLC History Added to 6,245 446 0.2% 0.22% 435 +160 2.63% Q4 2025 Jan 28, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 6,201 443 0.0% 0.03% 436 -33,600 -84.42% Q4 2025 Feb 03, 2026
MATHER GROUP, LLC. History Reduced 6,129 437 0.0% 0.01% 437 -951 -13.43% Q4 2025 Jan 13, 2026
TRUST CO OF OKLAHOMA History No change 6,108 436 0.13% 0.13% 438 0 0.0% Q4 2025 Jan 14, 2026
Gradient Capital Advisors, LLC History Added to 6,052 432 0.11% 0.12% 439 +12 0.2% Q4 2025 Feb 06, 2026
Biltmore Family Office, LLC History No change 6,025 430 0.06% 0.06% 440 0 0.0% Q4 2025 Feb 04, 2026
AlphaStar Capital Management, LLC History Added to 6,006 428 0.03% 0.04% 441 +3 0.05% Q4 2025 Feb 02, 2026
ROMANO BROTHERS AND COMPANY History No change 5,951 425 0.05% 0.05% 442 0 0.0% Q4 2025 Jan 14, 2026
Flaharty Asset Management, LLC History No change 5,920 422 0.05% 0.06% 443 0 0.0% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 5,899 421 0.01% 0.01% 444 +524 9.75% Q4 2025 Feb 03, 2026
Heritage Family Offices, LLP History Reduced 5,890 420 0.19% 0.2% 445 -83 -1.39% Q4 2025 Jan 12, 2026
Visionary Wealth Advisors History Reduced 5,872 419 0.02% 0.02% 447 -1,252 -17.57% Q4 2025 Feb 13, 2026
TLWM History Reduced 5,869 419 0.08% 0.08% 446 -130 -2.17% Q4 2025 Jan 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,861 418 0.0% 0.0% 448 0 0.0% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Reduced 5,848 417 0.06% 0.08% 451 -342 -5.53% Q4 2025 Jan 22, 2026
Orion Porfolio Solutions, LLC History Added to 5,841 417 0.0% 0.0% 449 +269 4.83% Q4 2025 Feb 12, 2026
IAM Advisory, LLC History Added to 5,847 417 0.09% 0.1% 450 +26 0.45% Q4 2025 Jan 07, 2026
FIFTH THIRD BANCORP History Added to 5,815 415 0.0% 0.0% 452 +113 1.98% Q4 2025 Feb 02, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 5,803 414 0.17% 0.19% 454 -123 -2.08% Q4 2025 Jan 22, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,807 414 0.01% 0.01% 453 -72 -1.22% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Reduced 5,773 412 0.01% 0.01% 455 -137 -2.32% Q4 2025 Jan 09, 2026
OneAscent Wealth Management LLC History Reduced 5,764 411 0.14% 0.15% 456 -125 -2.12% Q4 2025 Feb 11, 2026
FLP Wealth Management, LLC History Reduced 1,357 410 0.97% 1.12% 457 -4,070 -75.0% Q4 2025 Jan 20, 2026
TUDOR INVESTMENT CORP ET AL History New 5,726 408 0.0% — 458 +5,726 New Q4 2025 Feb 17, 2026
BXM Wealth LLC History New 5,721 408 0.31% — 460 +5,721 New Q4 2025 Jan 20, 2026
HTG Investment Advisors, Inc. History No change 5,721 408 0.13% 0.14% 459 0 0.0% Q4 2025 Feb 02, 2026
Hyundai Investments Co., Ltd. History New 5,621 404 0.39% — 461 +5,621 New Q4 2025 Feb 17, 2026
Tanglewood Legacy Advisors, LLC History Reduced 5,621 401 0.15% 0.19% 462 -1,190 -17.47% Q4 2025 Feb 06, 2026
Wealth Management Associates, Inc. History Reduced 5,592 399 0.14% 0.15% 463 -174 -3.02% Q4 2025 Jan 20, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,574 398 0.02% 0.02% 464 +5 0.09% Q4 2025 Feb 04, 2026
Bravias Capital Group, LLC History No change 5,533 395 0.24% 0.27% 465 0 0.0% Q4 2025 Jan 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 5,529 394 0.01% — 467 +5,529 New Q4 2025 Feb 10, 2026
HAZLETT, BURT & WATSON, INC. History Added to 5,521 394 0.13% 0.14% 466 +10 0.18% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 5,499 392 0.0% 0.0% 468 +198 3.74% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Reduced 5,488 391 0.03% 0.03% 469 -20 -0.36% Q4 2025 Jan 26, 2026
Merkkuri Wealth Advisors LLC History Reduced 5,332 380 0.26% 0.43% 471 -2,719 -33.77% Q4 2025 Jan 29, 2026
Vigilare Wealth Management History Reduced 5,326 380 0.13% 0.19% 470 -2,165 -28.9% Q4 2025 Jan 07, 2026
Mutual Advisors, LLC History Added to 5,256 375 0.01% 0.01% 472 +7 0.13% Q4 2025 Feb 02, 2026
Curated Wealth Partners LLC History No change 5,235 373 0.04% 0.05% 473 0 0.0% Q4 2025 Jan 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,143 367 0.0% 0.0% 474 +712 16.07% Q4 2025 Jan 29, 2026
Seneca House Advisors History No change 5,138 366 0.14% 0.15% 475 0 0.0% Q4 2025 Feb 17, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 5,114 365 0.16% 0.2% 476 -208 -3.91% Q4 2025 Feb 10, 2026
INVESTMENT PARTNERS, LTD. History Added to 5,025 358 0.13% 0.13% 477 +18 0.36% Q4 2025 Feb 10, 2026
Nadler Financial Group, Inc. History No change 5,000 357 0.03% 0.03% 478 0 0.0% Q4 2025 Jan 28, 2026
Retireful, LLC History New 4,974 355 0.45% — 479 +4,974 New Q4 2025 Jan 15, 2026
Valpey Financial Services, LLC History Added to 4,962 354 0.23% 0.24% 480 +27 0.55% Q4 2025 Mar 04, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,948 353 0.09% 0.09% 481 0 0.0% Q4 2025 Jan 20, 2026
Federation des caisses Desjardins du Quebec History Reduced 4,922 351 0.0% 0.0% 482 -150 -2.96% Q4 2025 Feb 12, 2026
Keystone Financial Group History Added to 4,906 350 0.03% 0.03% 483 +34 0.7% Q4 2025 Feb 06, 2026
August Group Capital Ltd History New 4,900 349 0.39% — 485 +4,900 New Q4 2025 Feb 12, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 4,890 349 0.02% 0.02% 484 +254 5.48% Q4 2025 Feb 04, 2026
Gen-Wealth Partners Inc History No change 4,876 348 0.11% 0.12% 486 0 0.0% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 4,810 343 0.0% 0.01% 487 -326 -6.35% Q4 2025 Feb 05, 2026
Astoria Portfolio Advisors LLC. History Reduced 4,474 340 0.08% 0.09% 488 -36 -0.8% Q4 2025 Feb 24, 2026
TrueWealth Advisors, LLC History Reduced 4,731 337 0.09% 0.09% 490 -30 -0.63% Q4 2025 Jan 07, 2026
Divergent Planning, LLC History Added to 4,741 337 0.09% 0.09% 489 +26 0.55% Q4 2025 Jan 12, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,700 335 0.11% 0.12% 491 0 0.0% Q4 2025 Jan 22, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 4,668 333 0.05% 0.05% 492 0 0.0% Q4 2025 Jan 28, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,380 329 0.13% 0.14% 493 0 0.0% Q4 2025 Feb 12, 2026
Fiduciary Alliance LLC History New 4,604 328 0.02% — 494 +4,604 New Q4 2025 Jan 22, 2026
Jacobi Capital Management LLC History Reduced 4,564 325 0.02% 0.02% 495 -92 -1.98% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History Reduced 4,532 323 0.01% 0.02% 496 -6,913 -60.4% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Reduced 4,526 323 0.0% 0.0% 497 -199 -4.21% Q4 2025 Jan 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 4,509 322 0.0% 0.0% 498 +425 10.41% Q4 2025 Feb 11, 2026
Broyhill Asset Management, LLC History No change 4,500 321 0.28% 0.29% 499 0 0.0% Q4 2025 Feb 13, 2026
HCR Wealth Advisors History Reduced 4,484 320 0.03% 0.04% 500 -649 -12.64% Q4 2025 Jan 27, 2026
High Falls Advisors, Inc History Reduced 4,437 316 0.06% 0.07% 501 -31 -0.69% Q4 2025 Feb 18, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 314 0.13% 0.13% 502 -4,410 -100.0% Q3 2025 Nov 14, 2025
Sequent Planning LLC History Reduced 4,389 313 0.08% 0.16% 504 -3,206 -42.21% Q4 2025 Feb 05, 2026
HORAN Wealth, LLC History Added to 4,383 313 0.05% 0.05% 505 +21 0.48% Q4 2025 Feb 04, 2026
Cross Staff Investments Inc History Added to 4,392 313 0.17% 0.22% 503 +4 0.09% Q4 2025 Feb 27, 2026
Balance Wealth, LLC History New 4,368 311 0.1% — 507 +4,368 New Q4 2025 Jan 21, 2026
Novak & Powell Financial Services, Inc. History Reduced 4,368 311 0.16% 0.19% 506 -475 -9.81% Q4 2025 Feb 10, 2026
Compass Financial Group, INC/SD History Added to 4,342 310 0.04% 0.05% 511 +23 0.53% Q4 2025 Jan 27, 2026
Valmark Advisers, Inc. History Reduced 4,348 310 0.0% 0.0% 508 -11 -0.25% Q4 2025 Jan 26, 2026
BSW Wealth Partners History Added to 4,350 310 0.04% 0.04% 509 +7 0.16% Q4 2025 Jan 23, 2026
SeaCrest Wealth Management, LLC History No change 4,372 310 0.03% 0.03% 510 0 0.0% Q4 2025 Jan 12, 2026
Point72 Asset Management, L.P. History New 4,321 308 0.0% — 512 +4,321 New Q4 2025 Feb 17, 2026
CRA Financial Services, LLC History No change 4,305 307 0.04% 0.04% 513 0 0.0% Q4 2025 Jan 16, 2026
Innova Wealth Partners History New 4,262 304 0.15% — 515 +4,262 New Q4 2025 Jan 07, 2026
CIBC WORLD MARKET INC. History Added to 4,266 304 0.0% 0.0% 514 +290 7.29% Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 4,215 303 0.02% 0.02% 516 +220 5.51% Q4 2025 Jan 15, 2026
Beacon Financial Advisory LLC History Added to 4,245 303 0.07% 0.07% 517 +68 1.63% Q4 2025 Feb 17, 2026
KW WEALTH MANAGEMENT LLC History No change 4,235 302 0.46% 0.53% 518 0 0.0% Q4 2025 Feb 25, 2026
Smartleaf Asset Management LLC History Added to 4,189 301 0.01% 0.01% 520 +1,191 39.73% Q4 2025 Feb 13, 2026
Zhang Financial LLC History No change 4,227 301 0.01% 0.01% 519 0 0.0% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 4,211 300 0.01% 0.01% 521 +711 20.31% Q4 2025 Feb 19, 2026
Atlas Legacy Advisors, LLC History Reduced 4,211 300 0.05% 0.06% 522 -83 -1.93% Q4 2025 Jan 29, 2026
Financial Engines Advisors L.L.C. History Reduced 4,142 295 0.0% 0.0% 523 -1,674 -28.78% Q4 2025 Feb 12, 2026
NBT BANK N A /NY History Reduced 3,564 292 0.02% 0.02% 524 -2 -0.06% Q4 2025 Jan 23, 2026
Intellectus Partners, LLC History Added to 4,050 289 0.06% 0.05% 525 +506 14.28% Q4 2025 Feb 10, 2026
ORG Partners LLC History Reduced 3,975 283 0.05% 0.06% 526 -570 -12.54% Q4 2025 Jan 14, 2026
Harvest Investment Services, LLC History Reduced 3,924 280 0.05% 0.14% 527 -5,462 -58.19% Q4 2025 Feb 17, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 3,916 279 0.13% 0.16% 528 -510 -11.52% Q4 2025 Feb 05, 2026
Csenge Advisory Group History Reduced 3,820 272 0.01% 0.02% 529 -811 -17.51% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History New 3,805 271 0.0% — 530 +3,805 New Q4 2025 Jan 23, 2026
Carnegie Investment Counsel History No change 3,774 269 0.0% 0.01% 531 0 0.0% Q4 2025 Jan 23, 2026
Welch Group, LLC History New 3,762 268 0.01% — 532 +3,762 New Q4 2025 Jan 26, 2026
Diversified Enterprises, LLC History Reduced 3,750 267 0.02% 0.02% 533 -562 -13.03% Q4 2025 Jan 28, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 3,660 266 0.07% 0.07% 534 -25 -0.68% Q4 2025 Jan 26, 2026
OneAscent Family Office, LLC History No change 3,736 266 0.18% 0.22% 535 0 0.0% Q4 2025 Feb 11, 2026
Equity Wealth Partners, LLC History Reduced 3,724 265 0.17% 0.24% 538 -234 -5.91% Q4 2025 Jan 26, 2026
Carr Financial Group Corp History Added to 3,712 265 0.07% 0.07% 536 +1 0.03% Q4 2025 Jan 09, 2026
Tyche Wealth Partners LLC History No change 3,720 265 0.04% 0.05% 537 0 0.0% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Reduced 3,685 263 0.01% 0.01% 540 -236 -6.02% Q4 2025 Feb 10, 2026
BAILARD, INC. History Reduced 3,690 263 0.01% 0.01% 539 -1 -0.03% Q4 2025 Feb 04, 2026
Galvin, Gaustad & Stein, LLC History No change 3,670 262 0.02% 0.02% 541 0 0.0% Q4 2025 Jan 23, 2026
Falcon Wealth Planning History Added to 3,667 261 0.02% 0.02% 542 +28 0.77% Q4 2025 Feb 03, 2026
Evernest Financial Advisors, LLC History Added to 3,515 261 0.05% 0.07% 543 +26 0.75% Q4 2025 Feb 13, 2026
Fogel Capital Management, Inc. History No change 3,650 260 0.12% 0.12% 544 0 0.0% Q4 2025 Feb 02, 2026
AlphaCore Capital LLC History Added to 3,622 258 0.01% 0.0% 545 +2,672 281.26% Q4 2025 Feb 05, 2026
Smith Thornton Advisors LLC History No change 3,612 257 0.13% 0.14% 546 0 0.0% Q4 2025 Jan 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,575 255 0.04% 0.04% 547 0 0.0% Q4 2025 Jan 12, 2026
Fragasso Financial Advisors Inc History Added to 3,567 254 0.02% 0.01% 548 +349 10.85% Q4 2025 Jan 07, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 3,545 253 0.24% 0.27% 549 -427 -10.75% Q4 2025 Jan 27, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,537 252 0.01% 0.01% 550 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History No change 3,542 252 0.16% 0.17% 551 0 0.0% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 3,518 251 0.0% 0.0% 552 +15 0.43% Q4 2025 Jan 23, 2026
Grant Private Wealth Management Inc History Reduced 3,489 249 0.15% 0.24% 555 -1,902 -35.28% Q4 2025 Jan 05, 2026
Manhattan West Asset Management, LLC History No change 3,500 249 0.05% 0.05% 553 0 0.0% Q4 2025 Feb 02, 2026
HFG Advisors, Inc. History No change 3,500 249 0.18% 0.19% 554 0 0.0% Q4 2025 Feb 13, 2026
Essex Bank History No change 3,482 248 0.05% 0.06% 556 0 0.0% Q4 2025 Feb 02, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 3,459 247 0.08% 0.08% 557 -102 -2.86% Q4 2025 Jan 20, 2026
Providence Capital Advisors, LLC History No change 3,462 247 0.04% 0.04% 558 0 0.0% Q4 2025 Feb 12, 2026
FARMERS TRUST CO History Reduced 3,450 246 0.04% 0.05% 559 -455 -11.65% Q4 2025 Jan 06, 2026
Cyndeo Wealth Partners, LLC History Added to 3,438 245 0.01% 0.01% 560 +11 0.32% Q4 2025 Jan 07, 2026
Northwest Capital Management Inc History Reduced 3,422 244 1.06% 1.32% 561 -13,673 -79.98% Q4 2025 Jan 26, 2026
Boreal Capital Management LLC History No change 3,407 243 0.18% 0.2% 562 0 0.0% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 3,389 242 0.02% 0.02% 563 +304 9.85% Q4 2025 Jan 09, 2026
XPONANCE LLC History Reduced 3,376 241 0.0% 0.0% 564 -1,161 -25.59% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 3,362 240 0.04% 0.05% 565 +13 0.39% Q4 2025 Feb 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,344 239 0.01% 0.01% 566 +67 2.04% Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History No change 3,354 239 0.02% 0.02% 567 0 0.0% Q4 2025 Feb 26, 2026
LVZ, Inc. History No change 3,323 237 0.03% 0.03% 568 0 0.0% Q4 2025 Feb 10, 2026
Stokes Family Office, LLC History No change 3,281 234 0.02% 0.02% 569 0 0.0% Q4 2025 Feb 18, 2026
Emergent Wealth Advisors, LLC History Reduced 3,275 233 0.13% 0.15% 570 -219 -6.27% Q4 2025 Jan 14, 2026
Goldstein Advisors, LLC History No change 3,264 233 0.03% 0.03% 571 0 0.0% Q4 2025 Feb 10, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 3,253 232 0.09% 0.11% 573 -491 -13.11% Q4 2025 Feb 13, 2026
Investment Partners Asset Management, Inc. History No change 3,253 232 0.14% 0.16% 572 0 0.0% Q4 2025 Jan 15, 2026
Apollon Wealth Management, LLC History No change 3,252 232 0.0% 0.0% 574 0 0.0% Q4 2025 Jan 22, 2026
Neuberger Berman Group LLC History Reduced 3,225 230 0.0% 0.0% 575 -1,850 -36.45% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Reduced 3,223 230 0.02% 0.02% 576 -265 -7.6% Q4 2025 Jan 13, 2026
Opulen Financial Group LLC History Added to 3,229 230 0.17% 0.18% 577 +18 0.56% Q4 2025 Feb 10, 2026
HBK Sorce Advisory LLC History Reduced 3,066 229 0.01% 0.01% 578 -81 -2.57% Q4 2025 Feb 09, 2026
Wealthcare Capital Partners, LLC History Reduced 3,194 228 0.11% 0.12% 579 -240 -6.99% Q4 2025 Jan 14, 2026
Hurley Capital, LLC History Added to 3,189 227 0.13% 0.13% 580 +12 0.38% Q4 2025 Feb 17, 2026
James J. Burns & Company, LLC History New 3,168 226 0.03% — 583 +3,168 New Q4 2025 Jan 23, 2026
Northwest Bancshares, Inc. History No change 3,173 226 0.04% 0.04% 581 0 0.0% Q4 2025 Feb 13, 2026
Diversified Trust Co History No change 3,173 226 0.0% 0.0% 582 0 0.0% Q4 2025 Jan 09, 2026
Schrum Private Wealth Management LLC History Added to 3,151 224 0.17% 0.17% 584 +2 0.06% Q4 2025 Feb 17, 2026
D.B. Root & Company, LLC History Reduced 3,124 223 0.05% 0.06% 585 -36 -1.14% Q4 2025 Feb 03, 2026
Belpointe Asset Management LLC History Reduced 3,120 222 0.01% 0.02% 587 -3,065 -49.56% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History No change 3,121 222 0.02% 0.02% 586 0 0.0% Q4 2025 Feb 13, 2026
Clearview Wealth Advisors LLC History Reduced 3,106 221 0.14% 0.18% 589 -648 -17.26% Q4 2025 Feb 17, 2026
Whitcomb & Hess, Inc. History Added to 3,067 221 0.05% 0.06% 588 +84 2.82% Q4 2025 Jan 14, 2026
Detalus Advisors, LLC History No change 3,094 220 0.05% 0.06% 590 0 0.0% Q4 2025 Feb 03, 2026
Opus Financial Solutions LLC History New 3,067 219 0.21% — 591 +3,067 New Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Reduced 3,050 217 0.01% 0.01% 592 -26 -0.85% Q4 2025 Feb 10, 2026
Ring Mountain Capital, LLC History Reduced 2,930 215 0.11% 0.13% 594 -280 -8.72% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 3,012 215 0.01% 0.01% 593 +202 7.19% Q4 2025 Feb 09, 2026
Worth Financial Advisory Group, LLC History Reduced 3,007 214 0.1% 0.13% 597 -28 -0.92% Q4 2025 Jan 16, 2026
Apriem Advisors History No change 3,000 214 0.02% 0.02% 595 0 0.0% Q4 2025 Feb 13, 2026
Balboa Wealth Partners History No change 3,000 214 0.04% 0.04% 596 0 0.0% Q4 2025 Jan 16, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,982 212 0.0% 0.0% 598 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 2,927 209 0.01% 0.01% 599 +59 2.06% Q4 2025 Jan 05, 2026
Apex Wealth Management, LLC History Reduced 2,850 208 0.21% 0.51% 601 -6,923 -70.84% Q4 2025 Jan 26, 2026
Capital Analysts, LLC History Added to 2,919 208 0.01% 0.01% 600 +7 0.24% Q4 2025 Feb 11, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 2,911 207 0.14% 0.15% 602 -6 -0.21% Q4 2025 Jan 07, 2026
Meridian Financial Partners LLC History New 2,810 205 0.08% — 603 +2,810 New Q4 2025 Feb 05, 2026
APPLETON PARTNERS INC/MA History No change 2,863 204 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 09, 2026
Independent Advisor Alliance History Reduced 2,853 203 0.0% 0.01% 605 -21 -0.73% Q4 2025 Feb 04, 2026
Lodestone Wealth Management LLC History Added to 2,850 203 0.08% 0.09% 606 +2 0.07% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History Reduced 2,831 202 0.01% 0.01% 607 -6 -0.21% Q4 2025 Feb 06, 2026
Safeguard Investment Advisory Group, LLC History Reduced 2,839 202 0.05% 0.05% 608 -5 -0.18% Q4 2025 Feb 13, 2026
Richwood Investment Advisors, LLC History New 2,694 201 0.14% — 609 +2,694 New Q4 2025 Feb 12, 2026
BOKF, NA History No change 2,505 178 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 03, 2026
Realta Investment Advisors History Reduced 2,421 172 0.06% 0.06% 611 -149 -5.8% Q4 2025 Jan 20, 2026
DV Trading LLC History New 2,401 171 0.0% — 612 +2,401 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History No change 2,389 170 0.0% 0.0% 613 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,373 169 0.02% — 614 +2,373 New Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 2,351 167 0.01% 0.01% 615 -20 -0.84% Q4 2025 Jan 14, 2026
Russell Investments Group, Ltd. History Added to 2,290 163 0.0% 0.0% 616 +446 24.19% Q4 2025 Feb 17, 2026
Archer Investment Corp History Reduced 2,203 157 0.04% 0.04% 617 -6 -0.27% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Reduced 2,189 156 0.01% 0.02% 618 -2,166 -49.74% Q4 2025 Feb 06, 2026
Glassman Wealth Services History No change 2,181 155 0.02% 0.02% 619 0 0.0% Q4 2025 Jan 28, 2026
Triumph Capital Management History New 2,154 153 0.03% — 620 +2,154 New Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Added to 2,139 152 0.02% 0.02% 621 +12 0.56% Q4 2025 Jan 12, 2026
Wilmington Savings Fund Society, FSB History No change 2,123 151 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 12, 2026
Provident Wealth Management, LLC History No change 2,106 150 0.04% 0.05% 623 0 0.0% Q4 2025 Jan 28, 2026
Smithfield Trust Co History Added to 2,053 144 0.01% 0.01% 624 +275 15.47% Q4 2025 Feb 09, 2026
NVWM, LLC History No change 2,018 144 0.03% 0.03% 625 0 0.0% Q4 2025 Jan 20, 2026
Darwin Wealth Management, LLC History Reduced 1,974 140 0.04% 0.05% 626 -8 -0.4% Q4 2025 Jan 22, 2026
Caitlin John, LLC History New 1,900 135 0.09% — 627 +1,900 New Q4 2025 Feb 18, 2026
Basepoint Wealth LLC History Reduced 1,886 134 0.08% 0.17% 628 -1,293 -40.67% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Reduced 1,856 132 0.0% 0.01% 629 -85 -4.38% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 1,813 129 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 09, 2026
DAGCO, INC. History No change 1,800 128 0.03% 0.03% 631 0 0.0% Q4 2025 Jan 08, 2026
Measured Wealth Private Client Group, LLC History Reduced 1,787 127 0.03% 0.05% 632 -670 -27.27% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 1,643 120 0.01% 0.01% 633 +145 9.68% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History No change 1,624 115 0.02% 0.02% 634 0 0.0% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Reduced 1,593 113 0.01% 0.01% 635 -68 -4.09% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Reduced 1,557 111 0.01% 0.01% 636 -114 -6.82% Q4 2025 Jan 20, 2026
Front Row Advisors LLC History No change 1,461 104 0.03% 0.04% 637 0 0.0% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History No change 1,418 101 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 13, 2026
Rialto Wealth Management, LLC History New 1,350 96 0.02% — 639 +1,350 New Q4 2025 Jan 12, 2026
HM PAYSON & CO History Added to 1,277 91 0.0% 0.0% 640 +318 33.16% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History No change 1,279 91 0.01% 0.01% 641 0 0.0% Q4 2025 Jan 28, 2026
Founders Capital Management History Reduced 1,245 88 0.05% 0.06% 643 -220 -15.02% Q4 2025 Jan 15, 2026
Roble, Belko & Company, Inc History No change 1,230 88 0.01% 0.01% 642 0 0.0% Q4 2025 Jan 12, 2026
Nalls Sherbakoff Group, LLC History No change 1,211 86 0.06% 0.06% 644 0 0.0% Q4 2025 Mar 12, 2026
Physician Wealth Advisors, Inc. History Reduced 1,020 72 0.01% 0.02% 645 -980 -49.0% Q4 2025 Jan 29, 2026
United Community Bank History No change 1,020 72 0.03% 0.02% 646 0 0.0% Q4 2025 Jan 30, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 1,000 71 0.01% 0.02% 648 -700 -41.18% Q4 2025 Jan 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,000 71 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 965 68 0.01% 0.01% 649 +2 0.21% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 929 66 0.06% 0.1% 650 -11,617 -92.6% Q4 2025 Feb 06, 2026
Tidemark, LLC History Reduced 900 64 0.02% 0.02% 651 -78 -7.98% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History No change 899 64 0.05% 0.05% 652 0 0.0% Q4 2025 Jan 28, 2026
Plante Moran Financial Advisors, LLC History Reduced 886 63 0.0% 0.01% 653 -834 -48.49% Q4 2025 Feb 05, 2026
JNBA Financial Advisors History Reduced 895 63 0.01% 0.01% 654 -288 -24.34% Q4 2025 Jan 26, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 850 60 0.03% 0.03% 655 0 0.0% Q4 2025 Feb 12, 2026
Financially Speaking Inc History No change 826 58 0.04% 0.04% 656 0 0.0% Q4 2025 Feb 10, 2026
Lavaca Capital LLC History No change 808 57 0.01% 0.01% 657 0 0.0% Q4 2025 Feb 13, 2026
MASECO LLP History New 775 55 0.0% — 658 +775 New Q4 2025 Jan 22, 2026
Costello Asset Management, INC History Reduced 737 52 0.02% 0.02% 660 -9 -1.21% Q4 2025 Feb 03, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 739 52 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 09, 2026
Sunbelt Securities, Inc. History Reduced 725 51 0.0% 0.0% 661 -230 -24.08% Q4 2025 Feb 20, 2026
IMG Wealth Management, Inc. History No change 723 51 0.03% 0.04% 662 0 0.0% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 713 50 0.0% 0.0% 663 0 0.0% Q4 2025 Feb 13, 2026
Investment Research & Advisory Group, Inc. History New 691 49 0.02% — 664 +691 New Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History Added to 664 47 0.0% 0.0% 665 +2 0.3% Q4 2025 Jan 20, 2026
Planning Project LLC History New 650 46 0.01% — 667 +650 New Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History No change 649 46 0.03% 0.03% 666 0 0.0% Q4 2025 Feb 04, 2026
Roxbury Financial LLC History Added to 640 45 0.04% 0.04% 668 +1 0.16% Q4 2025 Jan 05, 2026
Kingdom Financial Group LLC. History New 629 44 0.01% — 669 +629 New Q4 2025 Feb 06, 2026
McIlrath & Eck, LLC History Reduced 541 38 0.0% 0.01% 671 -129 -19.25% Q4 2025 Feb 03, 2026
Friedenthal Financial History No change 543 38 0.02% 0.02% 670 0 0.0% Q4 2025 Jan 27, 2026
Millstone Evans Group, LLC History No change 534 38 0.02% 0.02% 672 0 0.0% Q4 2025 Feb 02, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 520 37 0.0% 0.0% 673 0 0.0% Q4 2025 Feb 17, 2026
Solstein Capital, LLC History No change 524 37 0.01% 0.01% 674 0 0.0% Q4 2025 Feb 13, 2026
TSFG, LLC History No change 500 36 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 04, 2026
Fourth Dimension Wealth, LLC History Reduced 494 35 0.01% 0.02% 676 -52 -9.52% Q4 2025 Feb 04, 2026
Provenance Wealth Advisors, LLC History No change 449 32 0.0% 0.0% 677 0 0.0% Q4 2025 Jan 26, 2026
HHM Wealth Advisors, LLC History No change 444 31 0.0% 0.0% 678 0 0.0% Q4 2025 Jan 22, 2026
Wagner Wealth Management, LLC History Added to 434 30 0.01% 0.01% 679 +1 0.23% Q4 2025 Jan 30, 2026
Ulland Investment Advisors, LLC History No change 425 30 0.02% 0.02% 680 0 0.0% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History New 410 29 0.01% — 682 +410 New Q4 2025 Feb 13, 2026
Bangor Savings Bank History Reduced 418 29 0.0% 0.0% 681 -35 -7.73% Q4 2025 Jan 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 410 29 0.01% 0.01% 683 0 0.0% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History No change 400 28 0.01% 0.01% 684 0 0.0% Q4 2025 Jan 28, 2026
Ameritas Investment Partners, Inc. History No change 405 28 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 11, 2026
Purpose Unlimited Inc. History New 379 27 0.0% — 686 +379 New Q4 2025 Mar 20, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 345 24 0.0% 0.0% 687 -539 -60.97% Q4 2025 Feb 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 330 23 0.01% 0.01% 688 +2 0.61% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Added to 336 23 0.0% 0.0% 689 +2 0.6% Q4 2025 Jan 21, 2026
SHP Wealth Management History New 300 21 0.0% — 690 +300 New Q4 2025 Mar 04, 2026
IFC & Insurance Marketing, Inc. History New 299 21 0.02% — 691 +299 New Q4 2025 Feb 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 285 20 0.01% 0.01% 692 +225 375.0% Q4 2025 Jan 20, 2026
Graney & King, LLC History No change 290 20 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 279 19 0.0% 0.0% 694 0 0.0% Q4 2025 Jan 23, 2026
IAG Wealth Partners, LLC History Reduced 260 18 0.0% 0.0% 695 -90 -25.71% Q4 2025 Feb 10, 2026
Compass Financial Services Inc History Added to 244 17 0.01% 0.01% 698 +1 0.41% Q4 2025 Feb 27, 2026
Goodman Advisory Group, LLC History No change 252 17 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 11, 2026
Missouri Trust & Investment Co History No change 239 17 0.0% 0.01% 697 0 0.0% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Added to 218 15 0.0% 0.0% 699 +1 0.46% Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 207 14 0.01% — 705 +207 New Q4 2025 Jan 23, 2026
United Financial Planning Group LLC History New 200 14 0.01% — 706 +200 New Q4 2025 Feb 11, 2026
Fairway Wealth LLC History New 198 14 0.0% — 702 +198 New Q4 2025 Jan 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 203 14 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 206 14 0.01% 0.01% 701 0 0.0% Q4 2025 Feb 06, 2026
Bernard Wealth Management Corp. History No change 210 14 0.01% 0.01% 703 0 0.0% Q4 2025 Jan 15, 2026
10Elms LLP History No change 209 14 0.01% 0.01% 704 0 0.0% Q4 2025 Feb 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 196 13 0.0% 0.0% 707 0 0.0% Q4 2025 Feb 12, 2026
Wealth Preservation Advisors, LLC History No change 185 13 0.01% 0.01% 708 0 0.0% Q4 2025 Feb 23, 2026
North Star Investment Management Corp. History No change 169 12 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 30, 2026
Cape Investment Advisory, Inc. History New 161 11 0.0% — 710 +161 New Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Reduced 149 10 0.0% 0.0% 712 -287 -65.83% Q4 2025 Jan 16, 2026
CHELSEA COUNSEL CO History No change 147 10 0.0% 0.0% 711 0 0.0% Q4 2025 Feb 24, 2026
Godfrey Financial Associates, Inc. History New 131 9 0.01% — 714 +131 New Q4 2025 Feb 10, 2026
MCF Advisors LLC History No change 140 9 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History New 119 8 0.0% — 715 +119 New Q4 2025 Feb 04, 2026
Colonial Trust Advisors History No change 121 8 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 12, 2026
Concord Wealth Partners History No change 123 8 0.0% 0.0% 717 0 0.0% Q4 2025 Jan 29, 2026
Ransom Advisory, Ltd History New 105 7 0.0% — 722 +105 New Q4 2025 Jan 06, 2026
Garner Asset Management Corp History New 100 7 0.0% — 719 +100 New Q4 2025 Feb 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 106 7 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 07, 2026
DiNuzzo Private Wealth, Inc. History No change 100 7 0.0% 0.0% 720 0 0.0% Q4 2025 Jan 16, 2026
Legacy Wealth Managment, LLC/ID History No change 102 7 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 03, 2026
Cornerstone Planning Group LLC History Reduced 94 6 0.0% 0.0% 723 -284 -75.13% Q4 2025 Feb 02, 2026
Wealth Enhancement Trust Services, Inc. History New 79 5 0.0% — 724 +79 New Q4 2025 Jan 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 56 4 0.0% — 725 +56 New Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 60 4 0.0% 0.0% 726 -16 -21.05% Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History Added to 59 4 0.0% 0.0% 727 +1 1.72% Q4 2025 Feb 11, 2026
Key FInancial Inc History No change 64 4 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 09, 2026
Signature Resources Capital Management, LLC History No change 60 4 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 55 3 0.0% — 733 +55 New Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History New 49 3 0.0% — 731 +49 New Q4 2025 Feb 11, 2026
Trust Co History New 45 3 0.0% — 730 +45 New Q4 2025 Jan 15, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 48 3 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 15, 2026
Aventura Private Wealth, LLC History No change 41 2 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 07, 2026
MCGUIRE CAPITAL ADVISORS INC History New 19 1 0.0% — 737 +19 New Q4 2025 Feb 19, 2026
Clearstead Advisors, LLC History No change 18 1 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 09, 2026
Princeton Global Asset Management LLC History No change 24 1 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 20, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 — 0.07% — -505,000 -100.0% Q3 2025 Nov 13, 2025
Cartenna Capital, LP History Closed out 0 0 — 0.83% — -400,000 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 — 0.02% — -180,000 -100.0% Q3 2025 Nov 14, 2025
Lake Hills Wealth Management, LLC History Closed out 0 0 — 5.68% — -144,824 -100.0% Q3 2025 Oct 14, 2025
Diametric Capital, LP History Closed out 0 0 — 3.25% — -119,303 -100.0% Q3 2025 Nov 13, 2025
Asset Allocation Strategies LLC History Closed out 0 0 — 1.27% — -87,460 -100.0% Q3 2025 Oct 08, 2025
Walleye Capital LLC History Closed out 0 0 — 0.02% — -62,557 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 — 0.06% — -52,528 -100.0% Q3 2025 Nov 14, 2025
PETERSON WEALTH MANAGEMENT History Closed out 0 0 — 2.35% — -46,127 -100.0% Q3 2025 Dec 17, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.11% — -43,322 -100.0% Q3 2025 Nov 14, 2025
Sound Financial Strategies Group, LLC History Closed out 0 0 — 2.09% — -38,981 -100.0% Q3 2025 Oct 23, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.19% — -33,004 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.23% — -24,398 -100.0% Q3 2025 Nov 12, 2025
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 — 0.0% — -21,000 -100.0% Q3 2025 Nov 13, 2025
SAGESPRING WEALTH PARTNERS, LLC History Closed out 0 0 — 0.03% — -20,840 -100.0% Q3 2025 Oct 31, 2025
Pinnacle Family Advisors, LLC History Closed out 0 0 — 0.51% — -15,788 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -13,377 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -12,272 -100.0% Q3 2025 Oct 14, 2025
WESPAC Advisors SoCal, LLC History Closed out 0 0 — 0.17% — -11,395 -100.0% Q3 2025 Oct 22, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 0.68% — -11,167 -100.0% Q3 2025 Nov 05, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -10,286 -100.0% Q3 2025 Nov 10, 2025
Cutler Capital Management, LLC History Closed out 0 0 — 0.25% — -10,150 -100.0% Q3 2025 Nov 14, 2025
CARDIFF PARK ADVISORS, LLC History Closed out 0 0 — 0.06% — -10,016 -100.0% Q3 2025 Nov 14, 2025
Yarbrough Capital, LLC History Closed out 0 0 — 0.02% — -10,000 -100.0% Q3 2025 Oct 20, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.1% — -8,156 -100.0% Q3 2025 Nov 10, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.02% — -7,874 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -7,159 -100.0% Q3 2025 Nov 14, 2025
Summit Wealth Partners, LLC History Closed out 0 0 — 0.09% — -7,072 -100.0% Q3 2025 Oct 21, 2025
SIMON QUICK ADVISORS, LLC History Closed out 0 0 — 0.02% — -7,065 -100.0% Q3 2025 Oct 21, 2025
Northwest Financial Advisors History Closed out 0 0 — 0.6% — -6,380 -100.0% Q3 2025 Nov 06, 2025
Leo Wealth, LLC History Closed out 0 0 — 0.05% — -5,004 -100.0% Q3 2025 Nov 14, 2025
Bay Rivers Group History Closed out 0 0 — 0.15% — -4,914 -100.0% Q3 2025 Oct 08, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -4,101 -100.0% Q3 2025 Nov 14, 2025
BENJAMIN EDWARDS INC History Closed out 0 0 — 0.0% — -3,966 -100.0% Q3 2025 Oct 23, 2025
BOSTON FAMILY OFFICE LLC History Closed out 0 0 — 0.02% — -3,948 -100.0% Q3 2025 Nov 12, 2025
Burk Holdings LLC History Closed out 0 0 — 0.15% — -3,732 -100.0% Q3 2025 Nov 12, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.0% — -3,396 -100.0% Q3 2025 Nov 12, 2025
Strategic Equity Management History Closed out 0 0 — 0.09% — -3,387 -100.0% Q3 2025 Nov 05, 2025
MFA Wealth Services History Closed out 0 0 — 0.17% — -3,369 -100.0% Q3 2025 Nov 14, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.03% — -3,148 -100.0% Q3 2025 Oct 24, 2025
Lionshead Wealth Management, LLC History Closed out 0 0 — 0.18% — -3,037 -100.0% Q3 2025 Oct 10, 2025
Owen LaRue, LLC History Closed out 0 0 — 0.09% — -2,980 -100.0% Q3 2025 Oct 31, 2025
SFG Wealth Management, LLC. History Closed out 0 0 — 0.09% — -2,957 -100.0% Q3 2025 Nov 13, 2025
GWN SECURITIES INC. History Closed out 0 0 — 0.05% — -2,945 -100.0% Q3 2025 Oct 27, 2025
Savant Capital, LLC History Closed out 0 0 — 0.0% — -2,915 -100.0% Q3 2025 Mar 04, 2026
Ullmann Wealth Partners Group, LLC History Closed out 0 0 — 0.02% — -2,873 -100.0% Q3 2025 Oct 17, 2025
BECK CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -2,841 -100.0% Q3 2025 Nov 14, 2025
Sovereign Financial Group, Inc. History Closed out 0 0 — 0.04% — -2,792 -100.0% Q3 2025 Oct 17, 2025
STEPHEN J. GARRY & ASSOCIATES, LLC History Closed out 0 0 — 0.16% — -2,790 -100.0% Q3 2025 Nov 12, 2025
Disciplined Investments, LLC History Closed out 0 0 — 0.08% — -2,768 -100.0% Q3 2025 Nov 03, 2025
Heck Capital Advisors, LLC History Closed out 0 0 — 0.02% — -2,763 -100.0% Q3 2025 Oct 24, 2025
Weaver Consulting Group History Closed out 0 0 — 0.05% — -2,762 -100.0% Q3 2025 Nov 12, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -2,741 -100.0% Q3 2025 Nov 05, 2025
Gradient Investments LLC History Closed out 0 0 — 0.0% — -2,735 -100.0% Q3 2025 Oct 06, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.02% — -2,729 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.05% — -2,680 -100.0% Q3 2025 Nov 14, 2025
Main Street Group, LTD History Closed out 0 0 — 0.04% — -2,011 -100.0% Q3 2025 Nov 07, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.16% — -1,586 -100.0% Q3 2025 Nov 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -1,517 -100.0% Q3 2025 Nov 12, 2025
Corundum Trust Company, INC History Closed out 0 0 — 0.16% — -988 -100.0% Q3 2025 Oct 24, 2025
ORG Wealth Partners, LLC History Closed out 0 0 — 0.01% — -887 -100.0% Q3 2025 Oct 24, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.02% — -711 -100.0% Q3 2025 Oct 28, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.01% — -486 -100.0% Q3 2025 Nov 07, 2025