Invesco Exchange-Traded Fund Trust II - SPMO

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 6,624,488 790,433 0.22% 0.23% 1 +182,485 2.83% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,308,649 394,787 0.03% 0.02% 2 +522,883 18.77% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 2,992,182 357,027 0.97% 0.95% 3 +369,627 14.09% Q4 2025 Jan 26, 2026
MORGAN STANLEY History Added to 2,682,877 320,121 0.02% 0.02% 4 +199,934 8.05% Q4 2025 Feb 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 2,455,282 292,964 2.36% 2.59% 5 -164,631 -6.28% Q4 2025 Jan 27, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,726,149 205,964 0.06% 0.05% 6 +385,146 28.72% Q4 2025 Feb 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,423,949 169,905 0.08% 0.01% 7 +1,339,497 1586.1% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,376,905 164,292 0.1% 0.09% 8 +277,103 25.2% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,321,709 157,706 0.05% 0.14% 9 -2,774,294 -67.73% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,231,078 146,892 0.01% 0.01% 10 +531,093 75.87% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 1,066,595 127,266 0.14% 0.16% 11 -100,341 -8.6% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 1,015,733 121,197 6.8% 7.45% 12 +17,868 1.79% Q4 2025 Feb 04, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 1,011,079 120,641 9.24% 16.56% 13 -353,235 -25.89% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 1,007,696 120,254 0.18% 0.19% 14 -154,671 -13.31% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 988,134 117,904 0.02% 0.02% 15 +106,077 12.03% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 888,674 106,037 0.28% 0.28% 16 +49,905 5.95% Q4 2025 Feb 05, 2026
Alpine Bank Wealth Management History Reduced 849,001 101,302 14.33% 14.56% 17 -5,511 -0.64% Q4 2025 Jan 15, 2026
Redwood Investment Management, LLC History Added to 623,111 74,350 8.36% 8.16% 18 +582 0.09% Q4 2025 Feb 17, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 605,494 72,247 9.1% 9.31% 19 +6,314 1.05% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 594,032 71,907 0.1% 0.09% 20 +94,122 18.83% Q4 2025 Jan 08, 2026
Equitable Holdings, Inc. History Added to 580,152 69,223 0.47% 0.39% 21 +143,235 32.78% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 567,000 67,654 0.16% 0.18% 22 +6,640 1.18% Q4 2025 Feb 13, 2026
RMG Wealth Management LLC History New 1,406,205 66,866 8.66% — 23 +1,406,205 New Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 545,673 65,356 0.12% 0.04% 24 +391,694 254.38% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 526,850 62,863 0.3% 0.31% 25 +10,567 2.05% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 400,225 47,756 0.01% — 26 +400,225 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 380,048 45,347 0.06% 0.05% 27 +64,659 20.5% Q4 2025 Feb 12, 2026
Family Investment Center, Inc. History Added to 376,333 44,904 9.07% 9.31% 28 +5,982 1.62% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 340,032 40,572 0.86% 0.81% 29 +43,354 14.61% Q4 2025 Feb 05, 2026
Perfromance Wealth Partners, LLC History Added to 338,142 40,347 1.09% 1.06% 30 +25,070 8.01% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 332,316 39,651 0.02% 0.02% 31 +124,491 59.9% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 306,818 36,609 3.98% 3.88% 32 +25,006 8.87% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 297,856 35,540 0.01% 0.01% 33 -22,137 -6.92% Q4 2025 Jan 29, 2026
Kovack Advisors, Inc. History Added to 286,374 34,170 1.59% 2.71% 34 +48,555 20.42% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 282,662 33,727 0.04% 0.03% 35 +39,262 16.13% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Added to 279,801 33,385 0.18% 0.03% 36 +225,813 418.27% Q4 2025 Jan 29, 2026
Mariner, LLC History Reduced 266,532 31,802 0.04% 0.04% 37 -13,231 -4.73% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 254,366 30,350 0.03% 0.03% 38 +20,403 8.72% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Added to 252,643 30,145 1.03% 0.64% 39 +102,587 68.37% Q4 2025 Jan 20, 2026
TOMPKINS FINANCIAL CORP History Reduced 248,342 29,632 2.3% 2.55% 40 -3,372 -1.34% Q4 2025 Jan 08, 2026
Meridian Wealth Management, LLC History Added to 246,665 29,432 1.04% 1.13% 41 +3,153 1.29% Q4 2025 Feb 04, 2026
Triton Wealth Management, PLLC History Added to 241,617 28,694 10.79% 9.92% 42 +28,659 13.46% Q4 2025 Feb 05, 2026
Austin Private Wealth, LLC History Added to 239,034 28,521 2.12% 1.38% 43 +88,270 58.55% Q4 2025 Jan 20, 2026
RVW Wealth, LLC History Added to 238,886 28,503 2.18% 2.23% 44 +3,007 1.27% Q4 2025 Jan 12, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 237,209 28,303 0.08% 0.2% 45 -300,065 -55.85% Q4 2025 Jan 26, 2026
HBW ADVISORY SERVICES LLC History Added to 230,500 27,503 2.99% 3.12% 46 +1,095 0.48% Q4 2025 Jan 23, 2026
Advance Capital Management, Inc. History Added to 230,374 27,488 1.17% 1.19% 47 +4,181 1.85% Q4 2025 Jan 06, 2026
Insight Wealth Strategies, LLC History Added to 223,586 26,678 3.06% 3.13% 48 +3,818 1.74% Q4 2025 Jan 02, 2026
Seros Financial, LLC History Added to 223,525 26,671 15.64% 14.75% 49 +22,121 10.98% Q4 2025 Feb 06, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Reduced 201,388 24,029 14.0% 18.49% 50 -53,156 -20.88% Q4 2025 Jan 28, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 201,238 24,011 5.01% 5.5% 51 -7,046 -3.38% Q4 2025 Jan 22, 2026
Stratos Wealth Partners, LTD. History Added to 199,635 23,820 0.27% 0.24% 52 +34,584 20.95% Q4 2025 Jan 20, 2026
Goldstein Advisors, LLC History Added to 194,548 23,213 2.64% 1.49% 53 +93,342 92.23% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 173,674 20,722 0.37% 0.26% 54 +67,346 63.34% Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Reduced 173,491 20,700 0.15% 0.36% 55 -211,414 -54.93% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 170,165 20,304 0.49% 0.36% 56 +49,819 41.4% Q4 2025 Feb 13, 2026
Oxford Wealth Group, LLC History New 168,947 20,158 9.8% — 57 +168,947 New Q4 2025 Feb 10, 2026
NRI Wealth Management LC History Added to 166,619 19,880 10.14% 10.6% 58 +2,771 1.69% Q4 2025 Jan 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 166,557 19,873 0.34% 0.39% 59 +15,724 10.42% Q4 2025 Feb 19, 2026
Concurrent Investment Advisors, LLC History Added to 162,175 19,350 0.22% 0.29% 60 +23,531 16.97% Q4 2025 Jan 29, 2026
Bull Oak Capital, LLC History Added to 157,953 18,846 7.7% 7.61% 61 +9,858 6.66% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Reduced 156,955 18,727 0.21% 0.28% 62 -38,793 -19.82% Q4 2025 Jan 15, 2026
RFG Advisory, LLC History Added to 156,241 18,642 0.35% 0.32% 63 +29,887 23.65% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 148,367 17,703 1.05% 0.43% 64 +90,790 157.68% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 146,851 17,522 0.07% 0.07% 65 +4,759 3.35% Q4 2025 Feb 12, 2026
Altus Wealth Group LLC History Added to 145,039 17,306 6.92% 6.85% 66 +7,296 5.3% Q4 2025 Feb 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 142,945 17,056 7.15% 7.23% 67 +1,898 1.35% Q4 2025 Feb 13, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 142,368 16,987 5.84% 4.9% 68 +32,798 29.93% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 138,499 16,525 0.74% 0.84% 69 -11,143 -7.45% Q4 2025 Jan 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 136,420 16,277 0.02% 0.0% 70 +113,270 489.29% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Added to 136,247 16,256 0.06% 0.03% 71 +86,042 171.38% Q4 2025 Feb 18, 2026
Fortis Group Advisors, LLC History Reduced 134,655 16,141 2.71% 4.83% 72 -95,855 -41.58% Q4 2025 Feb 06, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 134,135 16,005 9.69% — 73 +134,135 New Q4 2025 Feb 11, 2026
CFS Investment Advisory Services, LLC History Added to 129,902 15,499 1.13% 0.71% 74 +51,726 66.17% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Reduced 129,280 15,426 0.13% 0.13% 75 -7,993 -5.82% Q4 2025 Jan 05, 2026
Modern Wealth Management, LLC History New 128,596 15,344 0.28% — 76 +128,596 New Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 128,312 15,310 0.56% 0.67% 77 +10,660 9.06% Q4 2025 Feb 09, 2026
Financial Enhancement Group LLC History Added to 129,039 15,181 1.97% 1.97% 78 +8,369 6.94% Q4 2025 Jan 23, 2026
SIERRA OCEAN, LLC History Added to 125,531 14,978 12.4% 12.29% 79 +4,707 3.9% Q4 2025 Feb 06, 2026
KWB Wealth History Added to 125,125 14,929 1.41% 0.8% 80 +60,632 94.01% Q4 2025 Jan 12, 2026
JTC Employer Solutions Trustee Ltd History Added to 126,800 14,875 1.01% 0.86% 81 +41,300 48.3% Q4 2025 Feb 10, 2026
Able Wealth Management LLC History Added to 120,379 14,363 4.54% 4.85% 82 +13,883 13.04% Q4 2025 Jan 27, 2026
Mason & Associates Inc History New 119,601 14,270 2.69% — 83 +119,601 New Q4 2025 Feb 05, 2026
Venture Visionary Partners LLC History Added to 117,297 14,058 0.46% 0.48% 84 +1,883 1.63% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 117,647 14,037 0.16% 0.17% 85 -8,348 -6.63% Q4 2025 Feb 05, 2026
MANCHESTER FINANCIAL INC History Added to 114,090 13,613 2.55% 2.26% 86 +20,749 22.23% Q4 2025 Feb 12, 2026
Green Ridge Wealth Planning LLC History New 113,810 13,579 6.94% — 87 +113,810 New Q4 2025 Mar 11, 2026
Steward Partners Investment Advisory, LLC History Added to 112,936 13,475 0.07% 0.06% 88 +21,622 23.68% Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History Added to 109,907 13,114 1.25% 0.86% 89 +54,807 99.47% Q4 2025 Jan 22, 2026
TRUIST FINANCIAL CORP History Reduced 109,876 13,110 0.02% 0.02% 90 -3,007 -2.66% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Reduced 107,998 12,886 0.26% 0.32% 91 -9,915 -8.41% Q4 2025 Feb 09, 2026
Summit Financial, LLC History Reduced 106,618 12,721 0.19% 0.2% 92 -852 -0.79% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Added to 106,101 12,659 0.41% 0.17% 93 +57,149 116.74% Q4 2025 Jan 09, 2026
Horst & Graben Wealth Management LLC History Added to 101,438 12,106 1.83% 1.23% 94 +34,785 52.19% Q4 2025 Jan 27, 2026
Redhawk Wealth Advisors, Inc. History Reduced 100,162 11,951 1.34% 5.86% 95 -316,930 -75.99% Q4 2025 Jan 14, 2026
Mutual Advisors, LLC History Added to 99,490 11,871 0.25% 0.24% 96 +7,066 7.65% Q4 2025 Feb 02, 2026
Clear Creek Financial Management, LLC History Added to 99,195 11,835 0.97% 0.79% 97 +23,554 31.14% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Added to 99,074 11,821 1.64% 1.06% 98 +37,352 60.52% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Added to 96,409 11,368 0.28% 0.25% 99 +20,269 26.62% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Added to 92,100 10,989 0.03% 0.02% 100 +11,408 14.14% Q4 2025 Feb 11, 2026
StoneCrest Wealth Management, Inc. History Added to 91,204 10,882 4.39% 4.49% 101 +6,476 7.64% Q4 2025 Jan 16, 2026
Lifestyle Asset Management, Inc. History Reduced 90,006 10,739 3.49% 3.79% 102 -1,764 -1.92% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Reduced 89,269 10,651 0.01% 0.03% 103 -168,216 -65.33% Q4 2025 Feb 17, 2026
Stonebrook Private Inc. History Added to 89,058 10,626 2.22% 1.28% 104 +40,163 82.14% Q4 2025 Feb 11, 2026
Brookwood Investment Group LLC History Added to 88,676 10,580 1.27% 1.09% 105 +19,103 27.46% Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History Reduced 87,151 10,398 0.77% 1.61% 106 -81,854 -48.43% Q4 2025 Jan 20, 2026
Compass Financial Services Inc History Added to 84,848 10,124 4.36% 4.29% 107 +4,666 5.82% Q4 2025 Feb 27, 2026
CITADEL ADVISORS LLC History Added to 83,478 9,960 0.0% 0.0% 108 +1,760 2.15% Q4 2025 Feb 17, 2026
Security Financial Services, INC. History Added to 83,294 9,938 1.56% 1.01% 109 +31,639 61.25% Q4 2025 Jan 27, 2026
One Wealth Advisors, LLC History Added to 82,801 9,879 1.21% 0.79% 110 +30,569 58.53% Q4 2025 Feb 02, 2026
BFI Infinity Ltd. History Reduced 82,658 9,863 6.14% 11.95% 111 -66,912 -44.74% Q4 2025 Jan 14, 2026
EWA, LLC History Added to 80,627 9,620 2.35% 1.9% 112 +23,899 42.13% Q4 2025 Feb 03, 2026
Concorde Asset Management, LLC History Added to 80,006 9,546 3.82% 3.9% 113 +2,745 3.55% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 78,877 9,411 0.31% 0.29% 114 +8,771 12.51% Q4 2025 Feb 13, 2026
Tempus Wealth Planning, LLC History Added to 78,568 9,374 2.15% 2.12% 115 +2,433 3.2% Q4 2025 Jan 16, 2026
Integrity Investment Advisors, LLC History Added to 78,505 9,367 5.16% 4.75% 116 +19,342 32.69% Q4 2025 Feb 13, 2026
Financial Partners Group, Inc History Added to 74,753 8,960 1.04% 1.06% 117 +4,676 6.67% Q4 2025 Feb 03, 2026
Eagle Capital Management, LLC History Added to 74,088 8,840 3.22% 3.3% 118 +1,866 2.58% Q4 2025 Jan 12, 2026
IHT Wealth Management, LLC History Added to 73,480 8,767 0.21% 0.16% 119 +22,553 44.28% Q4 2025 Feb 17, 2026
Rollins Financial Advisors, LLC History Added to 72,981 8,708 1.28% 1.13% 120 +11,078 17.9% Q4 2025 Feb 04, 2026
WJ Wealth Management, LLC History Added to 72,777 8,683 3.8% 3.83% 121 +1,107 1.54% Q4 2025 Feb 05, 2026
JANE STREET GROUP, LLC History Reduced 72,100 8,602 0.0% 0.0% 122 -37,000 -33.91% Q4 2025 Feb 12, 2026
Invesco Ltd. History Reduced 71,920 8,581 0.0% 0.0% 123 -58 -0.08% Q4 2025 Feb 19, 2026
AE Wealth Management LLC History Added to 71,241 8,500 0.05% 0.04% 124 +17,180 31.78% Q4 2025 Jan 26, 2026
Detalus Advisors, LLC History Added to 71,160 8,490 2.07% 1.25% 125 +31,207 78.11% Q4 2025 Feb 03, 2026
Capital Developers, LLC History New 69,943 8,345 7.48% — 126 +69,943 New Q4 2025 Jan 30, 2026
VestGen Advisors, LLC History Added to 68,984 8,231 0.35% 0.24% 128 +8,441 13.94% Q4 2025 Feb 17, 2026
Colonial River Investments, LLC History Added to 68,988 8,231 2.93% 2.98% 127 +2,203 3.3% Q4 2025 Feb 04, 2026
Jackson Wealth Management, LLC History Added to 67,918 8,104 0.79% 0.72% 129 +8,112 13.56% Q4 2025 Jan 20, 2026
WealthCare Investment Partners, LLC History Added to 67,399 8,065 2.35% 2.53% 130 +2,806 4.34% Q4 2025 Jan 06, 2026
First Heartland Consultants, Inc. History Added to 66,735 7,962 0.6% 0.62% 131 +3,594 5.69% Q4 2025 Jan 09, 2026
Vigilare Wealth Management History Reduced 65,477 7,812 2.63% 5.03% 132 -54,394 -45.38% Q4 2025 Jan 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 65,254 7,786 0.41% 0.46% 133 +4,063 6.64% Q4 2025 Jan 26, 2026
Centerpoint Advisory Group History Added to 65,134 7,771 5.99% 5.29% 134 +8,940 15.91% Q4 2025 Feb 03, 2026
Nova Wealth Management, Inc. History Added to 65,124 7,770 5.33% 5.02% 135 +6,190 10.5% Q4 2025 Jan 14, 2026
Per Stirling Capital Management, LLC. History Reduced 64,075 7,645 0.86% 0.95% 136 -1,871 -2.84% Q4 2025 Feb 17, 2026
TABR Capital Management, LLC History New 63,003 7,517 5.02% — 137 +63,003 New Q4 2025 Jan 28, 2026
Cardinal Strategic Wealth Guidance History Added to 62,854 7,499 1.96% 1.32% 138 +22,165 54.47% Q4 2025 Jan 27, 2026
World Investment Advisors History Reduced 61,943 7,391 0.12% 0.19% 139 -12,866 -17.2% Q4 2025 Mar 12, 2026
Global Retirement Partners, LLC History Added to 60,774 7,251 0.13% 0.16% 140 +1,974 3.36% Q4 2025 Feb 06, 2026
Berbice Capital Management LLC History No change 60,134 7,175 4.31% 4.48% 141 0 0.0% Q4 2025 Feb 06, 2026
Pachira Investments Inc. History Added to 59,349 7,081 3.45% 2.79% 142 +18,277 44.5% Q4 2025 Feb 02, 2026
Trademark Financial Management, LLC History Added to 59,045 7,045 3.88% 2.45% 144 +24,273 69.81% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History Reduced 59,047 7,045 0.31% 0.33% 143 -649 -1.09% Q4 2025 Feb 10, 2026
Endowment Wealth Management, Inc. History Added to 58,878 7,025 3.23% 1.57% 145 +30,228 105.51% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 58,661 6,999 0.07% 0.06% 146 +25,039 74.47% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 58,517 6,982 0.01% 0.0% 147 +30,648 109.97% Q4 2025 Feb 17, 2026
THREADGILL FINANCIAL, LLC History Added to 58,190 6,943 2.86% 2.76% 148 +11,193 23.82% Q4 2025 Jan 08, 2026
Wealthcare Advisory Partners LLC History Added to 57,095 6,812 0.13% 0.14% 149 +2,153 3.92% Q4 2025 Jan 14, 2026
Kingsview Wealth Management, LLC History Added to 54,189 6,465 0.09% 0.07% 150 +17,412 47.34% Q4 2025 Feb 09, 2026
JPL Wealth Management, LLC History Added to 53,705 6,408 1.56% 0.99% 151 +19,237 55.81% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 52,759 6,295 0.17% 0.16% 152 +5,938 12.68% Q4 2025 Jan 30, 2026
Keating Financial Advisory Services, Inc. History New 51,594 6,156 0.84% — 153 +51,594 New Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 50,946 6,078 0.29% 0.3% 154 +9,605 23.23% Q4 2025 Jan 28, 2026
Creative Planning History Added to 49,767 5,938 0.0% 0.0% 155 +44,249 801.9% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 49,689 5,928 0.11% 0.12% 156 +1,436 2.98% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Reduced 49,271 5,878 0.14% 0.16% 157 -3,796 -7.15% Q4 2025 Jan 28, 2026
Darrow Company, Inc. History Added to 49,206 5,871 2.64% 2.63% 158 +1,753 3.69% Q4 2025 Jan 27, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 49,051 5,852 1.76% 1.12% 159 +19,869 68.09% Q4 2025 Jan 23, 2026
Professional Financial Advisors, LLC History Reduced 48,653 5,805 1.19% 1.27% 160 -1,115 -2.24% Q4 2025 Jan 15, 2026
Integrated Wealth Concepts LLC History Added to 48,306 5,763 0.07% 0.05% 161 +159 0.33% Q4 2025 Feb 13, 2026
BNB Wealth Management, LLC History New 48,162 5,746 3.7% — 162 +48,162 New Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 48,125 5,742 0.02% 0.03% 163 -19,005 -28.31% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Added to 47,842 5,708 0.05% 0.0% 164 +45,774 2213.44% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 47,014 5,609 0.04% 0.05% 165 +3,249 7.42% Q4 2025 Jan 26, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 46,175 5,509 0.88% 1.02% 166 0 0.0% Q4 2025 Jan 26, 2026
Tidemark, LLC History Added to 46,129 5,504 1.56% 1.5% 167 +3,547 8.33% Q4 2025 Feb 10, 2026
TSA Wealth Managment LLC History Added to 45,823 5,467 1.81% 1.15% 168 +17,896 64.08% Q4 2025 Jan 22, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 44,477 5,318 0.05% 0.01% 169 +38,218 610.61% Q4 2025 Jan 28, 2026
Cypress Wealth Services, LLC History Added to 43,100 5,142 0.71% 0.49% 170 +18,456 74.89% Q4 2025 Jan 14, 2026
Cobblestone Asset Management LLC History Added to 42,621 5,085 2.28% 1.44% 171 +16,656 64.15% Q4 2025 Jan 15, 2026
VICUS CAPITAL History Reduced 42,588 5,081 0.38% 0.47% 172 -8,133 -16.03% Q4 2025 Jan 22, 2026
Capital Investment Counsel, LLC History Added to 42,240 5,040 0.7% 0.73% 173 +1,000 2.42% Q4 2025 Feb 02, 2026
Vertex Planning Partners, LLC History Added to 42,027 5,014 1.16% 0.67% 174 +13,172 45.65% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 41,840 4,992 0.01% 0.01% 175 +15,738 60.29% Q4 2025 Jan 23, 2026
IFC & Insurance Marketing, Inc. History New 41,818 4,990 4.95% — 176 +41,818 New Q4 2025 Feb 12, 2026
Fiduciary Planning LLC History Added to 41,662 4,971 1.51% 1.51% 177 +867 2.13% Q4 2025 Jan 22, 2026
Cornerstone Wealth Management, LLC History Added to 41,450 4,945 0.26% 0.27% 178 +1,733 4.36% Q4 2025 Feb 05, 2026
Legacy Financial Strategies, LLC History Added to 40,793 4,867 0.86% 0.77% 179 +5,531 15.69% Q4 2025 Jan 23, 2026
Prostatis Group LLC History Added to 40,644 4,849 1.16% 0.91% 180 +10,790 36.14% Q4 2025 Feb 17, 2026
Lotus Technology Management, LP History New 40,531 4,836 2.69% — 181 +40,531 New Q4 2025 Feb 17, 2026
McNaughton Wealth Management, LLC History Added to 40,320 4,811 1.98% 1.38% 182 +13,186 48.6% Q4 2025 Jan 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 40,301 4,808 3.42% — 183 +40,301 New Q4 2025 Feb 13, 2026
Synergy Investment Management, LLC History Added to 39,483 4,711 1.67% 0.95% 184 +18,883 91.67% Q4 2025 Feb 06, 2026
Hobbs Wealth Management, LLC History Added to 38,982 4,651 4.53% 2.57% 185 +13,630 53.76% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 37,457 4,469 0.16% 0.12% 186 +9,740 35.14% Q4 2025 Jan 13, 2026
LWM Advisory Services, LLC History Reduced 37,045 4,420 2.59% 2.63% 187 -288 -0.77% Q4 2025 Feb 12, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 36,980 4,412 1.98% 2.13% 188 +337 0.92% Q4 2025 Jan 12, 2026
Golden State Wealth Management, LLC History Reduced 36,927 4,406 0.47% 0.52% 189 -1,838 -4.74% Q4 2025 Feb 13, 2026
Mayflower Financial Advisors, LLC History Added to 36,604 4,367 0.53% 0.33% 190 +15,166 70.74% Q4 2025 Jan 13, 2026
Allworth Financial LP History New 36,287 4,329 0.02% — 191 +36,287 New Q4 2025 Feb 05, 2026
Delta Wealth Advisors LLC History Reduced 36,122 4,310 3.61% 3.92% 192 -5,290 -12.77% Q4 2025 Jan 28, 2026
Convergence Financial, LLC History Added to 36,116 4,309 0.63% 0.65% 193 +380 1.06% Q4 2025 Feb 11, 2026
Betterment LLC History Added to 34,851 4,158 0.01% 0.01% 194 +8,242 30.97% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 34,744 4,145 0.02% 0.02% 195 +3,128 9.89% Q4 2025 Feb 13, 2026
PFG Advisors History Added to 34,000 4,056 0.2% 0.09% 196 +16,375 92.91% Q4 2025 Jan 27, 2026
Daviman Financial, LLC History New 33,627 4,012 2.35% — 197 +33,627 New Q4 2025 Feb 06, 2026
Maia Wealth LLC History Added to 33,607 3,974 0.68% 0.59% 198 +4,464 15.32% Q4 2025 Feb 17, 2026
Mascagni Wealth Management, Inc. History Added to 33,200 3,961 2.95% 2.59% 199 +5,514 19.92% Q4 2025 Feb 11, 2026
Payne Capital LLC History Reduced 32,767 3,909 3.98% 4.03% 200 -32 -0.1% Q4 2025 Jan 20, 2026
Lionsbridge Wealth Management LLC History Reduced 31,799 3,794 3.84% 4.42% 201 -5,285 -14.25% Q4 2025 Jan 26, 2026
Greenline Wealth Management LLC History New 31,673 3,779 3.91% — 202 +31,673 New Q4 2025 Feb 13, 2026
Spectrum Planning & Advisory Services Inc. History Added to 31,621 3,773 1.94% 1.37% 203 +11,591 57.87% Q4 2025 Feb 10, 2026
Wealth Advisors of Iowa, LLC History Added to 31,323 3,737 1.23% 1.28% 204 +254 0.82% Q4 2025 Feb 05, 2026
Focus Financial Network, Inc. History Added to 30,647 3,656 0.13% 0.13% 205 +694 2.32% Q4 2025 Jan 12, 2026
OPPENHEIMER & CO INC History Reduced 30,235 3,607 0.05% 0.05% 206 -2,691 -8.17% Q4 2025 Feb 02, 2026
Kestra Investment Management, LLC History Added to 29,946 3,573 0.09% 0.08% 207 +5,025 20.16% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Reduced 29,636 3,536 0.01% 0.04% 208 -132,918 -81.77% Q4 2025 Feb 10, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 29,330 3,499 1.7% 1.72% 209 +40 0.14% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History Added to 29,322 3,498 0.11% 0.1% 210 +5,067 20.89% Q4 2025 Jan 20, 2026
Gen-Wealth Partners Inc History Added to 29,263 3,491 1.12% 0.7% 211 +12,164 71.14% Q4 2025 Feb 13, 2026
Beacon Capital Management, Inc. History Reduced 29,162 3,479 0.19% 0.18% 212 -1,468 -4.79% Q4 2025 Feb 12, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 29,011 3,461 0.92% 0.63% 213 +11,600 66.62% Q4 2025 Jan 12, 2026
ArborFi Advisors, LLC History Added to 28,233 3,368 2.73% 2.77% 214 +113 0.4% Q4 2025 Jan 29, 2026
CURTIS WEALTH MANAGEMENT LLC History New 28,291 3,361 2.93% — 216 +28,291 New Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 28,170 3,361 0.08% 0.07% 215 +4,573 19.38% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Added to 28,119 3,355 0.04% 0.04% 217 +43 0.15% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History New 28,060 3,348 0.01% — 218 +28,060 New Q4 2025 Feb 17, 2026
One Capital Management, LLC History Reduced 27,850 3,323 0.1% 0.46% 219 -90,046 -76.38% Q4 2025 Feb 10, 2026
AIFG Consultants Ltd. History Reduced 27,328 3,260 5.6% 6.39% 220 -2,633 -8.79% Q4 2025 Feb 04, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 27,284 3,255 0.88% 0.64% 221 +10,179 59.51% Q4 2025 Feb 10, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 26,482 3,159 0.35% 0.17% 222 +14,562 122.16% Q4 2025 Jan 08, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 26,075 3,111 0.13% 0.13% 223 +906 3.6% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Reduced 25,653 3,060 0.05% 0.4% 224 -173,115 -87.09% Q4 2025 Feb 12, 2026
Paladin Advisory Group, LLC History Added to 25,405 3,031 2.21% 2.38% 225 +197 0.78% Q4 2025 Jan 21, 2026
PACIFIC FINANCIAL GROUP INC History New 25,334 3,022 1.68% — 226 +25,334 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 25,121 2,997 0.02% 0.02% 227 -313 -1.23% Q4 2025 Jan 29, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 24,746 2,952 1.2% 1.28% 228 -11 -0.04% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Reduced 24,659 2,942 0.11% 0.21% 229 -20,965 -45.95% Q4 2025 Jan 27, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 24,555 2,929 1.66% 1.56% 230 0 0.0% Q4 2025 Jan 12, 2026
M1 Capital Management LLC History Added to 24,501 2,923 1.22% 1.2% 231 +1,505 6.54% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 24,243 2,892 0.21% 0.15% 232 +7,267 42.81% Q4 2025 Feb 11, 2026
WIN ADVISORS, INC History Reduced 24,214 2,889 1.23% 7.87% 233 -109,296 -81.86% Q4 2025 Feb 04, 2026
Wedmont Private Capital History Added to 23,862 2,867 0.1% 0.04% 234 +15,274 177.85% Q4 2025 Jan 08, 2026
Ferguson Shapiro LLC History No change 23,926 2,854 0.88% 0.94% 235 0 0.0% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 23,346 2,785 0.1% 0.26% 236 -35,699 -60.46% Q4 2025 Feb 17, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 22,976 2,741 1.77% 1.98% 237 0 0.0% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Added to 22,873 2,729 0.32% 0.39% 238 +4,345 23.45% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 22,824 2,723 0.05% 0.06% 239 +1,417 6.62% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 22,630 2,700 0.02% 0.02% 240 -5,045 -18.23% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 22,405 2,673 0.0% 0.0% 241 -1,218 -5.16% Q4 2025 Jan 30, 2026
Sharkey, Howes & Javer History Added to 22,240 2,653 0.34% 0.17% 242 +11,232 102.03% Q4 2025 Jan 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 22,024 2,627 0.0% 0.0% 243 +20,073 1028.86% Q4 2025 Feb 17, 2026
A4 Wealth Advisors LLC History Added to 21,734 2,593 2.24% 0.69% 244 +14,979 221.75% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 21,364 2,571 0.17% 0.23% 245 -4,554 -17.57% Q4 2025 Jan 15, 2026
Future Financial Wealth Managment LLC History New 21,898 2,561 1.72% — 246 +21,898 New Q4 2025 Jan 21, 2026
Vista Cima Wealth Management LLC History Reduced 21,440 2,558 2.13% 2.18% 247 -153 -0.71% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 21,412 2,554 0.02% 0.02% 248 +1,167 5.76% Q4 2025 Feb 18, 2026
CITIGROUP INC History Added to 21,187 2,528 0.0% 0.0% 249 +14,240 204.98% Q4 2025 Feb 13, 2026
Fortune Financial Group, Inc. History New 21,164 2,525 2.48% — 250 +21,164 New Q4 2025 Feb 11, 2026
Coppell Advisory Solutions LLC History Added to 20,936 2,519 0.25% 0.26% 251 +384 1.87% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 21,011 2,506 0.03% 0.07% 252 -16,332 -43.74% Q4 2025 Feb 10, 2026
Southland Equity Partners LLC History Added to 20,949 2,499 0.49% 0.5% 253 +568 2.79% Q4 2025 Jan 14, 2026
Avidian Wealth Enterprises, LLC History Added to 20,617 2,460 0.09% 0.09% 254 +1,865 9.95% Q4 2025 Feb 02, 2026
Spire Wealth Management History Added to 20,167 2,406 0.08% 0.07% 255 +4,043 25.07% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 20,477 2,388 0.06% 0.03% 256 +5,893 40.41% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 19,665 2,346 0.04% 0.04% 257 +1,950 11.01% Q4 2025 Jan 22, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 19,646 2,344 0.81% 0.08% 258 +17,916 1035.61% Q4 2025 Jan 08, 2026
Entelevest, LLC History New 19,164 2,287 2.29% — 259 +19,164 New Q4 2025 Feb 11, 2026
Stone Wealth Partners History New 18,933 2,259 2.01% — 260 +18,933 New Q4 2025 Feb 24, 2026
Regal Investment Advisors LLC History Reduced 18,823 2,245 0.13% 0.18% 261 -3,397 -15.29% Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Added to 18,487 2,205 0.13% 0.05% 262 +9,729 111.09% Q4 2025 Jan 30, 2026
THEORY FINANCIAL LLC History Added to 18,386 2,184 0.74% 0.46% 263 +7,737 72.65% Q4 2025 Feb 10, 2026
PETRA FINANCIAL ADVISORS INC History Added to 18,251 2,177 1.28% 0.89% 264 +5,587 44.12% Q4 2025 Jan 21, 2026
Orca Investment Management, LLC History Reduced 17,829 2,127 1.68% 1.8% 265 -363 -2.0% Q4 2025 Jan 20, 2026
MGO ONE SEVEN LLC History Added to 17,822 2,126 0.04% 0.04% 266 +1,903 11.95% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Reduced 17,688 2,110 0.09% 0.16% 267 -12,566 -41.54% Q4 2025 Feb 12, 2026
KINTRA WEALTH, LLC History New 17,357 2,071 0.29% — 268 +17,357 New Q4 2025 Feb 18, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 17,325 2,067 0.25% 0.18% 269 +5,985 52.78% Q4 2025 Jan 26, 2026
Weaver Consulting Group History Added to 17,261 2,059 0.5% 0.47% 270 +1,836 11.9% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 17,115 2,042 0.13% 0.14% 271 +187 1.1% Q4 2025 Feb 06, 2026
JBR Co Financial Management Inc History Added to 17,047 2,034 0.85% 0.24% 272 +12,427 268.98% Q4 2025 Jan 06, 2026
WealthPoint Financial, LLC History New 16,143 1,926 1.68% — 273 +16,143 New Q4 2025 Feb 19, 2026
WMG Financial Advisors, LLC History Reduced 16,105 1,921 0.79% 0.65% 274 -20 -0.12% Q4 2025 Jan 28, 2026
Horizon Investment Services, LLC History Added to 15,964 1,904 0.69% 0.71% 275 +361 2.31% Q4 2025 Feb 13, 2026
Signet Private Wealth LLC History New 15,891 1,896 1.81% — 276 +15,891 New Q4 2025 Feb 11, 2026
KICKSTAND VENTURES, LLC. History Added to 15,755 1,879 0.4% 0.31% 277 +4,198 36.32% Q4 2025 Jan 29, 2026
Lifetime Wealth Management P.C. History New 15,565 1,857 1.17% — 278 +15,565 New Q4 2025 Mar 25, 2026
Arrowroot Family Office, LLC History Added to 15,299 1,825 0.66% 0.74% 279 +37 0.24% Q4 2025 Feb 11, 2026
BUSH INVESTMENT GROUP, LLC History Added to 15,279 1,823 1.02% 0.74% 280 +4,952 47.95% Q4 2025 Mar 05, 2026
CIBC Private Wealth Group LLC History Reduced 15,255 1,820 0.0% 0.0% 281 -717 -4.49% Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Added to 15,227 1,816 0.27% 0.23% 282 +2,619 20.77% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 15,039 1,794 0.07% 0.05% 283 +8,338 124.43% Q4 2025 Feb 04, 2026
Advisory Services Network, LLC History Added to 14,998 1,789 0.03% 0.02% 284 +2,829 23.25% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Reduced 14,983 1,787 0.02% 0.02% 285 -777 -4.93% Q4 2025 Feb 12, 2026
Chatterton & Associates Inc. History New 14,961 1,785 1.53% — 287 +14,961 New Q4 2025 Jan 20, 2026
BANK HAPOALIM BM History New 14,958 1,785 0.16% — 286 +14,958 New Q4 2025 Feb 17, 2026
Strait & Sound Wealth Management LLC History Reduced 14,724 1,756 0.65% 0.7% 288 -252 -1.68% Q4 2025 Feb 04, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 14,444 1,723 0.62% 0.29% 289 +8,458 141.3% Q4 2025 Jan 26, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 14,367 1,714 1.44% 1.35% 290 +688 5.03% Q4 2025 Jan 20, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 14,229 1,697 0.14% 0.13% 291 +1,362 10.59% Q4 2025 Jan 15, 2026
Argent Trust Co History Added to 14,131 1,686 0.06% 0.06% 292 +800 6.0% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Added to 14,064 1,678 0.08% 0.08% 293 +452 3.32% Q4 2025 Feb 13, 2026
ATX Financial Planning, LLC History New 13,882 1,656 1.28% — 294 +13,882 New Q4 2025 Feb 19, 2026
Apeiron RIA LLC History Reduced 13,762 1,655 0.34% 0.57% 295 -7,292 -34.63% Q4 2025 Feb 03, 2026
WealthTrak Capital Management LLC History Added to 13,798 1,646 1.18% 0.84% 296 +5,346 63.25% Q4 2025 Feb 10, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 13,718 1,636 0.61% 0.47% 297 +3,947 40.4% Q4 2025 Jan 08, 2026
Narwhal Capital Management History No change 13,676 1,631 0.12% 0.12% 298 0 0.0% Q4 2025 Jan 30, 2026
BENJAMIN EDWARDS INC History No change 13,660 1,629 0.02% 0.02% 299 0 0.0% Q4 2025 Feb 02, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 13,628 1,626 1.01% 1.03% 300 -52 -0.38% Q4 2025 Jan 12, 2026
Balboa Wealth Partners History Reduced 13,587 1,621 0.27% 0.38% 301 -4,665 -25.56% Q4 2025 Jan 16, 2026
TD Capital Management LLC History Added to 13,487 1,609 0.14% 0.14% 302 +908 7.22% Q4 2025 Feb 26, 2026
Smartleaf Asset Management LLC History Added to 13,352 1,606 0.06% 0.06% 303 +4,770 55.58% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 13,381 1,596 0.13% 0.11% 304 +2,536 23.38% Q4 2025 Feb 17, 2026
WealthPLAN Partners, LLC History Added to 13,058 1,558 0.23% 0.14% 305 +5,069 63.45% Q4 2025 Feb 12, 2026
Roof Eidam Maycock Peralta, LLC History Added to 12,958 1,546 0.35% 0.32% 306 +1,931 17.51% Q4 2025 Jan 26, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 12,715 1,517 0.09% 0.08% 307 +3,073 31.87% Q4 2025 Feb 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 12,662 1,510 1.25% 0.92% 308 +5,252 70.88% Q4 2025 Feb 10, 2026
QP WEALTH MANAGEMENT, LLC History New 12,033 1,435 1.26% — 309 +12,033 New Q4 2025 Jan 07, 2026
Fortis Capital Advisors, LLC History Added to 11,811 1,409 0.21% 0.04% 310 +9,636 443.03% Q4 2025 Jan 27, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 11,640 1,389 0.01% 0.02% 311 -4,730 -28.89% Q4 2025 Feb 03, 2026
Sovereign Financial Group, Inc. History Added to 11,593 1,383 0.24% 0.26% 312 +151 1.32% Q4 2025 Jan 07, 2026
Wealth Management Associates, Inc. History Added to 11,577 1,381 0.48% 0.49% 313 +194 1.7% Q4 2025 Jan 20, 2026
Fiduciary Alliance LLC History Added to 11,571 1,380 0.09% 0.09% 314 +924 8.68% Q4 2025 Jan 22, 2026
Smart Money Group LLC History Added to 11,152 1,330 0.39% 0.33% 315 +1,844 19.81% Q4 2025 Jan 30, 2026
BlackDiamond Wealth Management, LLC History New 10,939 1,328 0.65% — 316 +10,939 New Q4 2025 Feb 10, 2026
Mid-American Wealth Advisory Group, Inc. History Added to 11,037 1,316 0.56% 0.53% 317 +1,230 12.54% Q4 2025 Jan 23, 2026
Brown Miller Wealth Management, LLC History Added to 10,929 1,304 0.36% 0.21% 318 +4,868 80.32% Q4 2025 Jan 23, 2026
COZAD ASSET MANAGEMENT INC History Added to 10,895 1,299 0.1% 0.1% 319 +651 6.35% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 10,871 1,297 0.08% 0.09% 320 +254 2.39% Q4 2025 Jan 23, 2026
WEALTHGARDEN F.S. LLC History Added to 10,912 1,296 0.85% 0.61% 321 +3,892 55.44% Q4 2025 Feb 11, 2026
USAdvisors Wealth Management, LLC History Reduced 10,806 1,289 0.42% 0.47% 322 -554 -4.88% Q4 2025 Feb 05, 2026
Wood Tarver Financial Group, LLC History Added to 10,800 1,288 0.36% 0.37% 323 +536 5.22% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 10,515 1,254 0.01% — 324 +10,515 New Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 10,504 1,253 0.0% 0.0% 325 +5,323 102.74% Q4 2025 Feb 17, 2026
Claris Financial LLC History New 10,378 1,238 0.66% — 326 +10,378 New Q4 2025 Feb 19, 2026
NATIXIS ADVISORS, LLC History New 10,311 1,230 0.0% — 327 +10,311 New Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 10,231 1,220 0.03% 0.03% 329 -602 -5.56% Q4 2025 Feb 06, 2026
BROWN ADVISORY INC History No change 10,226 1,220 0.0% 0.0% 328 0 0.0% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 10,117 1,207 0.02% 0.07% 330 -20,484 -66.94% Q4 2025 Jan 07, 2026
Csenge Advisory Group History Added to 9,982 1,191 0.05% 0.04% 331 +3,021 43.4% Q4 2025 Feb 06, 2026
Advisor Resource Council History Reduced 9,709 1,158 0.41% 1.59% 332 -5 -0.05% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 9,654 1,153 0.02% 0.02% 333 -345 -3.45% Q4 2025 Feb 09, 2026
Patten Group, Inc. History New 9,614 1,147 0.21% — 334 +9,614 New Q4 2025 Jan 23, 2026
FMR LLC History Added to 9,609 1,146 0.0% 0.0% 335 +3,876 67.61% Q4 2025 Feb 17, 2026
Larry Mathis Financial Planning, LLC History New 9,602 1,145 1.01% — 336 +9,602 New Q4 2025 Mar 11, 2026
Peachtree Investment Partners, LLC History No change 9,585 1,143 0.38% 0.4% 337 0 0.0% Q4 2025 Feb 11, 2026
Riggs Asset Managment Co. Inc. History Reduced 9,502 1,133 0.23% 0.26% 338 -332 -3.38% Q4 2025 Jan 29, 2026
Clearview Wealth Advisors LLC History Added to 9,485 1,131 0.72% 0.46% 339 +3,493 58.29% Q4 2025 Feb 17, 2026
Guardian Capital, LLC History New 9,225 1,100 0.98% — 340 +9,225 New Q4 2025 Feb 05, 2026
Merkkuri Wealth Advisors LLC History Added to 9,210 1,098 0.75% 0.56% 341 +2,827 44.29% Q4 2025 Jan 29, 2026
Reliant Investment Partners, LLC History Added to 9,188 1,096 0.86% 0.71% 342 +1,675 22.29% Q4 2025 Feb 06, 2026
Cyr Financial Inc. History Reduced 9,077 1,083 0.68% 0.78% 343 -342 -3.63% Q4 2025 Jan 16, 2026
Diversify Advisory Services, LLC History Added to 8,836 1,060 0.03% 0.02% 344 +3,003 51.48% Q4 2025 Jan 23, 2026
Focus Partners Wealth History New 8,875 1,059 0.0% — 345 +8,875 New Q4 2025 Feb 13, 2026
SUTTON PLACE INVESTORS LLC History Added to 8,786 1,048 0.58% 0.4% 346 +2,964 50.91% Q4 2025 Jan 21, 2026
Advisors Preferred, LLC History Added to 8,663 1,036 0.17% 0.0% 347 +8,523 6087.86% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 8,660 1,033 0.0% 0.0% 348 +6,902 392.61% Q4 2025 Feb 17, 2026
Parker Investment Management, LLC History Reduced 8,638 1,030 0.15% 0.33% 349 -13,888 -61.65% Q4 2025 Feb 13, 2026
Owen LaRue, LLC History New 8,551 1,020 0.39% — 350 +8,551 New Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 8,518 1,016 0.0% 0.0% 351 +3,882 83.74% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 8,432 1,004 0.01% 0.0% 352 +4,693 125.51% Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Reduced 8,295 989 0.12% 0.14% 353 -241 -2.82% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History New 8,285 988 0.0% — 354 +8,285 New Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History New 8,200 978 0.0% — 355 +8,200 New Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History New 7,997 954 0.17% — 356 +7,997 New Q4 2025 Jan 26, 2026
TCP Asset Management, LLC History No change 7,904 943 0.16% 0.17% 357 0 0.0% Q4 2025 Jan 07, 2026
Arete Wealth Advisors, LLC History Added to 7,865 938 0.06% 0.05% 358 +1,336 20.46% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 7,878 929 0.24% 0.29% 359 -828 -9.51% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 7,453 889 0.0% 0.0% 360 +3,959 113.31% Q4 2025 Feb 11, 2026
Cosner Financial Group, LLC History New 7,349 876 0.45% — 361 +7,349 New Q4 2025 Jan 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 7,325 874 0.25% 0.29% 362 0 0.0% Q4 2025 Feb 11, 2026
CAP Partners, LLC History Added to 7,323 873 0.49% 0.49% 363 +245 3.46% Q4 2025 Feb 04, 2026
Lifeworks Advisors, LLC History Added to 7,287 869 0.11% 0.1% 364 +1,193 19.58% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 7,281 868 0.07% 0.07% 365 +275 3.93% Q4 2025 Feb 04, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 7,189 857 0.6% 0.73% 366 -3,631 -33.56% Q4 2025 Jan 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 7,130 850 0.01% — 367 +7,130 New Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Added to 7,086 845 0.12% 0.06% 368 +3,757 112.86% Q4 2025 Feb 09, 2026
Astoria Portfolio Advisors LLC. History New 7,139 841 0.19% — 369 +7,139 New Q4 2025 Feb 24, 2026
Cassilly Financial Group LLC History New 6,933 827 0.73% — 371 +6,933 New Q4 2025 Jan 15, 2026
Trinity Wealth Management, LLC History Added to 6,939 827 0.3% 0.28% 370 +710 11.4% Q4 2025 Jan 15, 2026
OMNI 360 Wealth, Inc. History Added to 6,849 814 0.42% 0.43% 372 +573 9.13% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Added to 6,824 814 0.06% 0.07% 373 +20 0.29% Q4 2025 Jan 13, 2026
WEALTH ALLIANCE, LLC History New 6,783 809 0.08% — 374 +6,783 New Q4 2025 Feb 13, 2026
MKT Advisors LLC History Added to 6,611 796 0.27% 0.16% 375 +3,087 87.6% Q4 2025 Jan 08, 2026
Beacon Financial Advisory LLC History Added to 6,649 793 0.18% 0.15% 376 +1,445 27.77% Q4 2025 Feb 17, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History New 6,612 788 0.66% — 377 +6,612 New Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 6,594 786 0.0% 0.0% 378 +4,756 258.76% Q4 2025 Feb 17, 2026
Barnes Wealth Management Group, Inc History Reduced 6,586 785 0.42% 0.46% 379 -275 -4.01% Q4 2025 Feb 24, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 6,570 783 0.06% 0.07% 380 -168 -2.49% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6,562 782 0.05% 0.09% 381 -3,926 -37.43% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History Added to 6,438 768 0.06% 0.05% 382 +498 8.38% Q4 2025 Jan 26, 2026
Redwood Financial Network Corp History New 6,411 764 0.49% — 383 +6,411 New Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 6,411 764 0.16% 0.18% 384 +1,930 43.07% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 6,166 735 0.04% 0.01% 385 +5,208 543.63% Q4 2025 Jan 20, 2026
RAM Investment Partners, LLC History No change 6,147 733 0.13% 0.14% 386 0 0.0% Q4 2025 Feb 12, 2026
Robinhood Asset Management, LLC History New 5,984 714 0.06% — 387 +5,984 New Q4 2025 Jan 21, 2026
Catalina Capital Group, LLC History Added to 5,927 707 0.43% 0.28% 388 +2,152 57.01% Q4 2025 Jan 16, 2026
Davidson Capital Management Inc. History New 5,860 699 0.15% — 389 +5,860 New Q4 2025 Jan 28, 2026
TSG Advice Partners, LLC History New 5,787 690 0.11% — 390 +5,787 New Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 5,776 689 0.02% 0.01% 391 +1,652 40.06% Q4 2025 Feb 11, 2026
Asempa Wealth Advisors History New 5,697 679 0.58% — 392 +5,697 New Q4 2025 Jan 08, 2026
Sovran Advisors, LLC History Added to 5,553 664 0.06% 0.05% 393 +648 13.21% Q4 2025 Jan 20, 2026
Berger Financial Group, Inc History Added to 5,564 663 0.04% 0.02% 394 +3,132 128.78% Q4 2025 Jan 27, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 5,450 658 0.1% 0.17% 395 +875 19.13% Q4 2025 Jan 07, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 5,462 656 0.61% — 396 +5,462 New Q4 2025 Feb 18, 2026
Investment Insight Wealth Management, LLC History New 5,278 629 0.62% — 397 +5,278 New Q4 2025 Feb 24, 2026
Alta Wealth Advisors LLC History Reduced 5,248 626 0.21% 0.23% 398 -147 -2.72% Q4 2025 Feb 03, 2026
GatePass Capital, LLC History Added to 5,221 622 0.32% 0.15% 399 +3,135 150.29% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History Added to 5,160 619 0.03% 0.01% 400 +4,016 351.05% Q4 2025 Jan 21, 2026
BlackRock, Inc. History Added to 5,159 615 0.0% 0.0% 401 +3,177 160.29% Q4 2025 Feb 12, 2026
TBH Global Asset Management, LLC History Reduced 4,950 590 0.1% 0.12% 402 -16 -0.32% Q4 2025 Jan 29, 2026
Providence First Trust Co History Added to 4,900 584 0.2% 0.16% 403 +1,000 25.64% Q4 2025 Feb 03, 2026
Emergent Wealth Advisors, LLC History Reduced 4,884 582 0.33% 0.36% 404 -311 -5.99% Q4 2025 Jan 14, 2026
DF DENT & CO INC History Reduced 4,872 581 0.01% 0.01% 405 -2,473 -33.67% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History New 4,848 578 0.06% — 406 +4,848 New Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Added to 4,843 577 0.0% 0.0% 407 +1,546 46.89% Q4 2025 Mar 16, 2026
FOCUSED ALPHA, LLC History New 4,812 574 0.17% — 408 +4,812 New Q4 2025 Feb 13, 2026
Global Wealth Management Investment Advisory, Inc. History New 4,789 571 0.09% — 409 +4,789 New Q4 2025 Feb 04, 2026
Sugar Maple Asset Management, LLC History Reduced 4,714 562 0.38% 0.75% 410 -3,929 -45.46% Q4 2025 Jan 20, 2026
Valued Retirements, Inc. History Added to 4,631 552 0.54% 0.34% 412 +1,920 70.82% Q4 2025 Feb 09, 2026
RDA Financial Network History Added to 4,627 552 0.13% 0.12% 411 +725 18.58% Q4 2025 Jan 06, 2026
Integrated Advisors Network LLC History Added to 4,621 551 0.02% 0.02% 413 +1,104 31.39% Q4 2025 Feb 17, 2026
Harvest Investment Services, LLC History Added to 4,556 543 0.1% 0.11% 414 +176 4.02% Q4 2025 Feb 17, 2026
Alchemi Wealth, LLC History New 4,518 539 0.29% — 415 +4,518 New Q4 2025 Feb 13, 2026
Well Done, LLC History No change 4,508 537 0.08% 0.09% 416 0 0.0% Q4 2025 Jan 13, 2026
STEPHENS INC /AR/ History Added to 4,328 516 0.01% 0.01% 417 +199 4.82% Q4 2025 Feb 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,329 516 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 11, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 4,311 514 0.34% 0.37% 419 -146 -3.28% Q4 2025 Feb 11, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 4,276 510 0.06% 0.06% 420 -86 -1.97% Q4 2025 Jan 20, 2026
Brand Asset Management Group, Inc. History Reduced 4,263 508 0.14% 0.15% 421 -243 -5.39% Q4 2025 Feb 11, 2026
MN Wealth Advisors, LLC History Added to 4,241 506 0.26% 0.17% 422 +1,544 57.25% Q4 2025 Feb 02, 2026
MSH Capital Advisors LLC History Added to 4,219 503 0.11% 0.1% 423 +1,107 35.57% Q4 2025 Feb 09, 2026
TAGStone Capital, Inc. History Added to 4,215 502 0.19% 0.12% 424 +1,636 63.44% Q4 2025 Feb 10, 2026
PRIVATE TRUST CO NA History Reduced 4,194 500 0.04% 0.05% 425 -495 -10.56% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Reduced 4,158 496 0.04% 0.38% 426 -37,358 -89.98% Q4 2025 Jan 23, 2026
Insight Advisors, LLC/ PA History Reduced 4,118 491 0.07% 0.08% 427 -85 -2.02% Q4 2025 Feb 11, 2026
Howard Capital Management Inc. History New 4,091 488 0.01% — 428 +4,091 New Q4 2025 Jan 23, 2026
Soltis Investment Advisors LLC History Added to 4,072 485 0.03% 0.03% 429 +271 7.13% Q4 2025 Apr 02, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 3,944 482 0.22% 0.15% 430 +1,437 57.32% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 4,039 481 0.0% 0.0% 431 +155 3.99% Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Added to 4,010 478 0.02% 0.01% 432 +1,770 79.02% Q4 2025 Jan 21, 2026
Ausdal Financial Partners, Inc. History Reduced 3,999 477 0.02% 0.05% 434 -5,133 -56.21% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History No change 4,000 477 0.01% 0.01% 433 0 0.0% Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Added to 3,969 473 0.16% 0.07% 436 +2,341 143.8% Q4 2025 Jan 08, 2026
BANK OF MONTREAL /CAN/ History Added to 3,967 473 0.0% 0.0% 435 +739 22.89% Q4 2025 Feb 12, 2026
CENTAURUS FINANCIAL, INC. History Reduced 3,918 467 0.02% 0.03% 437 -716 -15.45% Q4 2025 Feb 13, 2026
Aurora Private Wealth, Inc. History New 3,910 466 0.31% — 438 +3,910 New Q4 2025 Feb 02, 2026
Synergy Asset Management, LLC History Reduced 3,903 465 0.05% 0.08% 439 -15,802 -80.19% Q4 2025 Jan 13, 2026
Financial Architects, LLC History No change 3,900 465 0.25% 0.27% 440 0 0.0% Q4 2025 Jan 21, 2026
UPTICK PARTNERS, LLC History New 3,854 459 0.1% — 441 +3,854 New Q4 2025 Feb 02, 2026
Compound Planning, Inc. History Reduced 3,839 458 0.01% 0.03% 442 -5,036 -56.74% Q4 2025 Feb 19, 2026
Simplicity Wealth,LLC History Added to 3,824 456 0.03% 0.01% 443 +2,046 115.07% Q4 2025 Jan 30, 2026
U.S. Capital Wealth Advisors, LLC History Added to 3,815 455 0.01% 0.01% 444 +951 33.21% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History Reduced 3,767 449 0.02% 0.03% 445 -1,861 -33.07% Q4 2025 Feb 13, 2026
Lantern Wealth Advisors, LLC History Added to 3,755 448 0.24% 0.17% 446 +1,121 42.56% Q4 2025 Feb 17, 2026
Parkway Wealth Management Group, LLC History New 3,718 443 0.06% — 447 +3,718 New Q4 2025 Feb 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,607 430 0.03% 0.26% 448 -33,347 -90.24% Q4 2025 Jan 20, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 3,537 422 0.12% 0.05% 449 +1,752 98.15% Q4 2025 Feb 12, 2026
Avion Wealth History Reduced 3,530 421 0.09% 0.1% 450 -150 -4.08% Q4 2025 Jan 23, 2026
TECTONIC ADVISORS LLC History Added to 3,520 419 0.02% 0.02% 451 +938 36.33% Q4 2025 Jan 23, 2026
Santori & Peters, Inc. History Added to 3,495 417 0.14% 0.15% 452 +100 2.95% Q4 2025 Jan 15, 2026
Resurgent Financial Advisors LLC History Added to 3,473 414 0.21% 0.13% 453 +1,215 53.81% Q4 2025 Feb 12, 2026
BETO FINANCIAL GROUP, LLC History New 3,439 413 0.28% — 454 +3,439 New Q4 2025 Feb 10, 2026
BOK Financial Private Wealth, Inc. History New 3,382 403 0.02% — 455 +3,382 New Q4 2025 Feb 06, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 3,383 403 0.08% 0.09% 456 +445 15.15% Q4 2025 Feb 13, 2026
NWAM LLC History Reduced 3,340 396 0.02% 0.04% 457 -3,022 -47.5% Q4 2025 Feb 04, 2026
Bank of New York Mellon Corp History Added to 3,296 393 0.0% 0.0% 458 +125 3.94% Q4 2025 Feb 10, 2026
RHS Financial, LLC History Added to 3,257 388 0.19% 0.17% 459 +592 22.21% Q4 2025 Jan 16, 2026
Ignite Planners, LLC History Added to 3,202 383 0.06% 0.05% 460 +708 28.39% Q4 2025 Feb 06, 2026
Sarver Vrooman Wealth Advisors History Added to 3,208 382 0.22% 0.09% 461 +1,992 163.82% Q4 2025 Feb 10, 2026
Axos Invest Inc. History New 3,197 381 0.28% — 462 +3,197 New Q4 2025 Jan 23, 2026
Peregrine Asset Advisers, Inc. History Reduced 3,182 379 0.11% 0.12% 463 -8 -0.25% Q4 2025 Feb 02, 2026
Ellenbecker Investment Group History Reduced 3,171 378 0.05% 0.07% 464 -648 -16.97% Q4 2025 Jan 30, 2026
Fulcrum Equity Management History Reduced 3,146 375 0.36% 0.52% 465 -1,093 -25.78% Q4 2025 Jan 06, 2026
Private Wealth Asset Management, LLC History New 3,138 374 0.04% — 466 +3,138 New Q4 2025 Feb 10, 2026
FAMILY WEALTH PARTNERS, LLC History New 3,114 371 0.13% — 467 +3,114 New Q4 2025 Jan 14, 2026
Meridian Financial Advisors, LLC History Added to 3,085 368 0.2% 0.16% 468 +700 29.35% Q4 2025 Jan 23, 2026
Pacific Excel Wealth Advisors, Inc. History New 3,071 366 0.69% — 469 +3,071 New Q4 2025 Feb 18, 2026
Elevation Capital Advisory, LLC History New 3,025 360 0.15% — 470 +3,025 New Q4 2025 Jan 26, 2026
First Western Trust Bank History New 3,017 359 0.02% — 471 +3,017 New Q4 2025 Feb 12, 2026
Centurion Wealth Management LLC History New 3,009 359 0.08% — 472 +3,009 New Q4 2025 Jan 14, 2026
Headlands Technologies LLC History New 3,005 358 0.03% — 473 +3,005 New Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 2,988 356 0.03% — 474 +2,988 New Q4 2025 Feb 12, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 2,981 355 0.1% 0.11% 475 -54 -1.78% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 2,951 352 0.01% 0.01% 476 +839 39.73% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 2,949 351 0.01% — 477 +2,949 New Q4 2025 Feb 17, 2026
Eagle Wealth Advisors LLC History New 2,943 351 0.3% — 478 +2,943 New Q4 2025 Jan 29, 2026
Meadowbrook Wealth Management, LLC History Reduced 2,939 350 0.4% 0.38% 479 -117 -3.83% Q4 2025 Jan 12, 2026
FLAGSTAR ADVISORS INC History Reduced 2,933 349 0.12% 0.19% 480 -2,288 -43.82% Q4 2025 Jan 13, 2026
GK Wealth Management LLC History Added to 2,889 344 0.23% 0.22% 481 +392 15.7% Q4 2025 Jan 05, 2026
Intelligence Driven Advisers, LLC History No change 2,877 343 0.05% 0.05% 482 0 0.0% Q4 2025 Jan 23, 2026
Yukon Wealth Management, Inc. History No change 2,933 343 0.2% 0.12% 483 0 0.0% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History New 2,843 339 0.0% — 484 +2,843 New Q4 2025 Mar 09, 2026
Safeguard Investment Advisory Group, LLC History Reduced 2,808 334 0.09% 0.14% 485 -1,886 -40.18% Q4 2025 Feb 13, 2026
Vantage Point Financial LLC History New 2,795 333 0.12% — 486 +2,795 New Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,759 329 0.0% 0.0% 487 -131 -4.53% Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History Reduced 2,753 328 0.14% 0.28% 488 -2,053 -42.72% Q4 2025 Jan 23, 2026
Sankala Group LLC History New 2,738 327 0.26% — 489 +2,738 New Q4 2025 Mar 02, 2026
Tradewinds Capital Management, LLC History Added to 2,733 326 0.07% 0.02% 490 +2,041 294.94% Q4 2025 Jan 14, 2026
Elevated Financial Group LLC History New 2,716 324 0.11% — 491 +2,716 New Q4 2025 Jan 29, 2026
Lebenthal Global Advisors, LLC History New 2,715 323 0.05% — 493 +2,715 New Q4 2025 Jan 28, 2026
MidWestOne Financial Group, Inc. History No change 2,713 323 0.04% 0.04% 492 0 0.0% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Added to 2,702 322 0.02% 0.02% 494 +1,047 63.26% Q4 2025 Jan 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 2,688 320 0.03% 0.03% 496 +743 38.2% Q4 2025 Jan 28, 2026
Fortitude Advisory Group L.L.C. History Added to 2,686 320 0.14% 0.13% 495 +732 37.46% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 2,657 317 0.13% 0.33% 498 -3,352 -55.78% Q4 2025 Jan 14, 2026
Certified Advisory Corp History Added to 2,660 317 0.03% 0.03% 497 +6 0.23% Q4 2025 Jan 12, 2026
Symphony Financial, Ltd. Co. History Added to 2,634 316 0.04% 0.02% 499 +927 54.31% Q4 2025 Feb 11, 2026
Oregon Pacific Wealth Management, LLC History New 2,629 313 0.32% — 500 +2,629 New Q4 2025 Jan 16, 2026
Independent Advisor Alliance History Added to 2,567 306 0.01% 0.01% 501 +827 47.53% Q4 2025 Feb 04, 2026
Latitude Advisors, LLC History Added to 2,549 304 0.13% 0.12% 502 +406 18.95% Q4 2025 Jan 27, 2026
COMMERCE BANK History Reduced 2,542 303 0.0% 0.0% 503 -1,954 -43.46% Q4 2025 Feb 13, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 2,540 303 0.18% 0.2% 504 -89 -3.39% Q4 2025 Feb 03, 2026
Goldstone Financial Group, LLC History Reduced 2,537 302 0.03% 0.12% 505 -5,522 -68.52% Q4 2025 Feb 13, 2026
BAM Wealth Management, LLC History Added to 2,511 299 0.22% 0.18% 506 +624 33.07% Q4 2025 Jan 20, 2026
Innovative Wealth Building LLC History New 2,495 297 0.22% — 507 +2,495 New Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 2,474 297 0.04% — 508 +2,474 New Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,475 295 0.1% 0.26% 509 +1,381 126.23% Q4 2025 Jan 20, 2026
SMART Wealth LLC History Reduced 2,473 295 0.09% 0.12% 510 -164 -6.22% Q4 2025 Jan 26, 2026
High Falls Advisors, Inc History New 2,470 294 0.06% — 511 +2,470 New Q4 2025 Feb 18, 2026
Neuberger Berman Group LLC History No change 2,434 290 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 13, 2026
BEACON FINANCIAL GROUP History New 2,378 283 0.03% — 513 +2,378 New Q4 2025 Apr 01, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,356 283 0.01% 0.01% 514 +304 14.81% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Reduced 2,365 282 0.01% 0.01% 515 -992 -29.55% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History Added to 2,340 279 0.04% 0.05% 516 +6 0.26% Q4 2025 Feb 24, 2026
Sequent Planning LLC History Reduced 2,234 266 0.07% 0.14% 517 -1,750 -43.93% Q4 2025 Feb 05, 2026
Virtue Capital Management, LLC History Added to 2,194 262 0.04% 0.15% 518 +823 60.03% Q4 2025 Feb 18, 2026
Empirical Asset Management, LLC History New 2,100 250 0.07% — 519 +2,100 New Q4 2025 Feb 06, 2026
SEEDS INVESTOR LLC History Reduced 2,101 250 0.05% 0.06% 520 -313 -12.97% Q4 2025 Jan 27, 2026
Berkeley Capital Partners, LLC History Reduced 2,076 247 0.06% 0.06% 521 -97 -4.46% Q4 2025 Feb 05, 2026
RMR Wealth Builders History Added to 2,059 245 0.02% 0.02% 522 +341 19.85% Q4 2025 Jan 29, 2026
Ancora Advisors LLC History Added to 2,028 241 0.0% 0.0% 523 +70 3.58% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Added to 1,999 238 0.03% 0.02% 525 +221 12.43% Q4 2025 Mar 03, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,000 238 0.15% 0.16% 524 0 0.0% Q4 2025 Feb 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 1,940 234 0.09% 0.09% 526 +195 11.17% Q4 2025 Feb 12, 2026
Financial Freedom, LLC History Added to 1,954 233 0.12% 0.1% 527 +324 19.88% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 1,935 230 0.01% 0.14% 528 -22,692 -92.14% Q4 2025 Feb 17, 2026
Indivisible Partners History New 1,913 228 0.02% — 530 +1,913 New Q4 2025 Feb 03, 2026
Aptus Capital Advisors, LLC History Added to 1,912 228 0.0% 0.0% 529 +873 84.02% Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 1,885 224 0.0% — 532 +1,885 New Q4 2025 Feb 17, 2026
J HAGAN CAPITAL, INC. History New 1,885 224 0.12% — 533 +1,885 New Q4 2025 Feb 17, 2026
Cadence Bank History No change 1,881 224 0.01% 0.01% 531 0 0.0% Q4 2025 Jan 30, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 1,873 223 0.0% — 534 +1,873 New Q4 2025 Feb 03, 2026
ERn Financial, LLC History New 1,863 222 0.04% — 536 +1,863 New Q4 2025 Jan 15, 2026
McKinley Carter Wealth Services, Inc. History No change 1,867 222 0.01% 0.01% 535 0 0.0% Q4 2025 Feb 06, 2026
Integrated Capital Management, LLC History Reduced 1,848 220 0.09% 0.11% 538 -139 -7.0% Q4 2025 Jan 26, 2026
Moran Wealth Management, LLC History Reduced 1,852 220 0.01% 0.01% 537 -38 -2.01% Q4 2025 Jan 26, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History New 1,832 218 0.0% — 539 +1,832 New Q4 2025 Feb 06, 2026
Syntegra Private Wealth Group, LLC History New 1,829 218 0.02% — 540 +1,829 New Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,825 217 0.0% 0.0% 541 -529 -22.47% Q4 2025 Feb 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,800 214 0.01% 0.01% 542 0 0.0% Q4 2025 Feb 04, 2026
Dentgroup LLC History New 1,778 212 0.15% — 543 +1,778 New Q4 2025 Jan 28, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,748 212 0.06% — 544 +1,748 New Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History New 1,764 210 0.03% — 546 +1,764 New Q4 2025 Jan 08, 2026
Integrity Wealth Solutions LLC History New 1,761 210 0.08% — 545 +1,761 New Q4 2025 Feb 02, 2026
Facet Wealth, Inc. History New 1,757 209 0.0% — 547 +1,757 New Q4 2025 Jan 29, 2026
Cooper Financial Group History New 1,748 208 0.02% — 548 +1,748 New Q4 2025 Jan 08, 2026
Lido Advisors, LLC History New 1,726 206 0.0% — 549 +1,726 New Q4 2025 Feb 10, 2026
Cornerstone Wealth Group, LLC History Added to 1,732 206 0.01% 0.01% 550 +4 0.23% Q4 2025 Jan 26, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,725 205 0.01% — 551 +1,725 New Q4 2025 Feb 17, 2026
Darwin Wealth Management, LLC History Reduced 1,646 196 0.06% 0.06% 552 -12 -0.72% Q4 2025 Jan 22, 2026
Northwest Capital Management Inc History Reduced 1,475 175 0.76% 0.44% 553 -2,011 -57.69% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Added to 1,434 171 0.01% 0.01% 554 +10 0.7% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History Added to 1,395 166 0.04% 0.01% 555 +1,121 409.12% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 1,199 143 0.0% 0.0% 556 +784 188.92% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History New 1,126 134 0.05% — 557 +1,126 New Q4 2025 Jan 15, 2026
GODSEY & GIBB, INC History Added to 1,101 131 0.01% 0.0% 558 +1,001 1001.0% Q4 2025 Jan 27, 2026
SG Americas Securities, LLC History New 1,082 129 0.0% — 559 +1,082 New Q4 2025 Jan 09, 2026
GAMMA Investing LLC History New 1,016 121 0.01% — 560 +1,016 New Q4 2025 Jan 05, 2026
Arax Advisory Partners History New 967 115 0.0% — 561 +967 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 919 109 0.0% 0.0% 562 +356 63.23% Q4 2025 Feb 06, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 870 103 0.03% 0.03% 563 0 0.0% Q4 2025 Feb 04, 2026
LGT Financial Advisors LLC History Reduced 858 102 0.62% 0.35% 564 -488 -36.26% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 797 95 0.0% 0.0% 565 +135 20.39% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History Added to 790 94 0.0% 0.0% 566 +19 2.46% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 757 90 0.0% 0.0% 567 +20 2.71% Q4 2025 Feb 09, 2026
Clarity Asset Management, Inc. History New 702 83 0.05% — 568 +702 New Q4 2025 Feb 13, 2026
Triumph Capital Management History New 671 80 0.02% — 569 +671 New Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 649 77 0.01% 0.0% 570 +228 54.16% Q4 2025 Jan 21, 2026
Stone House Investment Management, LLC History Reduced 596 71 0.01% 0.11% 571 -5,008 -89.36% Q4 2025 Jan 21, 2026
Fourth Dimension Wealth, LLC History Added to 600 71 0.03% 0.02% 572 +100 20.0% Q4 2025 Feb 04, 2026
BOKF, NA History No change 538 64 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 03, 2026
GLENMEDE TRUST CO NA History New 507 60 0.0% — 574 +507 New Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Added to 492 59 0.01% 0.0% 575 +187 61.31% Q4 2025 Jan 28, 2026
BESSEMER GROUP INC History New 478 57 0.0% — 576 +478 New Q4 2025 Feb 05, 2026
ORG Wealth Partners, LLC History No change 430 51 0.01% 0.01% 577 0 0.0% Q4 2025 Jan 14, 2026
GHP Investment Advisors, Inc. History Added to 401 47 0.0% 0.0% 578 +76 23.38% Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Reduced 378 45 0.01% 0.01% 579 -208 -35.49% Q4 2025 Feb 02, 2026
Dogwood Wealth Management LLC History New 370 44 0.02% — 581 +370 New Q4 2025 Feb 04, 2026
Bernard Wealth Management Corp. History No change 370 44 0.02% 0.02% 580 0 0.0% Q4 2025 Jan 15, 2026
Team Financial Group, LLC History Added to 296 35 0.02% 0.01% 582 +71 31.56% Q4 2025 Jan 13, 2026
Rossby Financial, LCC History Reduced 286 34 0.01% 0.01% 583 -48 -14.37% Q4 2025 Feb 12, 2026
Elevated Capital Advisors, LLC History New 279 33 0.01% — 585 +279 New Q4 2025 Jan 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 280 33 0.02% 0.02% 584 0 0.0% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History No change 272 32 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History No change 260 31 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 16, 2026
Park Square Financial Group, LLC History Added to 304 28 0.17% 0.14% 588 +37 13.86% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History No change 224 26 0.0% 0.0% 589 0 0.0% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 213 25 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 205 24 0.0% — 591 +205 New Q4 2025 Jan 21, 2026
Plante Moran Financial Advisors, LLC History New 186 22 0.0% — 592 +186 New Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 175 20 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 08, 2026
Princeton Global Asset Management LLC History New 152 18 0.0% — 594 +152 New Q4 2025 Jan 20, 2026
AMERIFLEX GROUP, INC. History Reduced 155 18 0.01% 0.01% 596 -139 -47.28% Q4 2025 Feb 18, 2026
Archer Investment Corp History No change 153 18 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 30, 2026
Quest 10 Wealth Builders, Inc. History New 146 17 0.02% — 598 +146 New Q4 2025 Jan 29, 2026
Westend Capital Management, LLC History No change 146 17 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 15, 2026
Copia Wealth Management History No change 139 16 0.01% 0.01% 599 0 0.0% Q4 2025 Feb 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 114 13 0.0% 0.0% 600 -46 -28.75% Q4 2025 Feb 12, 2026
Abound Wealth Management History Added to 106 12 0.0% 0.0% 601 +6 6.0% Q4 2025 Jan 12, 2026
TOTH FINANCIAL ADVISORY CORP History No change 100 11 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 20, 2026
BankPlus Trust Department History No change 93 11 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 27, 2026
MCGUIRE CAPITAL ADVISORS INC History New 92 10 0.01% — 604 +92 New Q4 2025 Feb 19, 2026
Global Wealth Strategies & Associates History New 83 9 0.0% — 605 +83 New Q4 2025 Jan 02, 2026
Camelot Portfolios, LLC History New 60 7 0.0% — 606 +60 New Q4 2025 Jan 29, 2026
Scarborough Advisors, LLC History Added to 63 7 0.0% 0.0% 608 +15 31.25% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 65 7 0.0% 0.0% 607 -9 -12.16% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History New 56 6 0.0% — 609 +56 New Q4 2025 Feb 02, 2026
Lloyd Advisory Services, LLC. History New 56 6 0.0% — 612 +56 New Q4 2025 Feb 06, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 49 6 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History No change 55 6 0.0% 0.0% 611 0 0.0% Q4 2025 Jan 30, 2026
Kilter Group LLC History No change 53 6 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History New 49 5 0.0% — 615 +49 New Q4 2025 Feb 12, 2026
Friedenthal Financial History New 42 5 0.0% — 614 +42 New Q4 2025 Jan 27, 2026
Financially Speaking Inc History Reduced 35 4 0.0% 5.7% 616 -71,617 -99.95% Q4 2025 Feb 10, 2026
Godfrey Financial Associates, Inc. History New 40 4 0.0% — 617 +40 New Q4 2025 Feb 10, 2026
Realta Investment Advisors History Added to 30 3 0.0% 0.0% 619 +18 150.0% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History No change 27 3 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History New 18 2 0.0% — 620 +18 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History No change 25 2 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 11, 2026
Costello Asset Management, INC History Reduced 10 1 0.0% 0.0% 623 -107 -91.45% Q4 2025 Feb 03, 2026
Hilton Head Capital Partners, LLC History New 15 1 0.0% — 625 +15 New Q4 2025 Feb 11, 2026
TORONTO DOMINION BANK History New 9 1 0.0% — 622 +9 New Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History No change 11 1 0.0% 0.0% 624 0 0.0% Q4 2025 Jan 21, 2026
Clark Capital Management Group, Inc. History Closed out 0 0 — 0.65% — -861,413 -100.0% Q3 2025 Nov 14, 2025
Marks Wealth, LLC History Closed out 0 0 — 20.93% — -559,697 -100.0% Q3 2025 Oct 28, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.1% — -543,500 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 — 0.03% — -212,881 -100.0% Q3 2025 Nov 13, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 96.57% — -171,820 -100.0% Q3 2025 Dec 09, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -69,711 -100.0% Q3 2025 Nov 14, 2025
Tactive Advisors, LLC History Closed out 0 0 — 2.35% — -68,672 -100.0% Q3 2025 Oct 14, 2025
SigFig Wealth Management, LLC History Closed out 0 0 — 0.17% — -45,259 -100.0% Q3 2025 Oct 21, 2025
Lunt Capital Management, Inc. History Closed out 0 0 — 1.0% — -21,504 -100.0% Q3 2025 Nov 12, 2025
Centennial Wealth Advisory LLC History Closed out 0 0 — 0.65% — -19,400 -100.0% Q3 2025 Oct 22, 2025
Optivise Advisory Services LLC History Closed out 0 0 — 0.82% — -11,400 -100.0% Q3 2025 Oct 17, 2025
Kelly Financial Services LLC History Closed out 0 0 — 0.22% — -7,097 -100.0% Q3 2025 Oct 15, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -6,967 -100.0% Q3 2025 Nov 10, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -6,606 -100.0% Q3 2025 Nov 13, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.01% — -6,596 -100.0% Q3 2025 Oct 14, 2025
Ocean Park Asset Management, LLC History Closed out 0 0 — 0.03% — -6,596 -100.0% Q3 2025 Oct 20, 2025
FSA WEALTH PARTNERS, INC. History Closed out 0 0 — 0.25% — -5,379 -100.0% Q3 2025 Nov 04, 2025
GPS Wealth Strategies Group, LLC History Reduced 1 0 — 0.06% — -5,026 -99.98% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History Closed out 0 0 — 0.06% — -3,527 -100.0% Q3 2025 Nov 06, 2025
NORTHERN TRUST CORP History Closed out 0 0 — 0.0% — -3,474 -100.0% Q3 2025 Nov 14, 2025
Hershey Financial Advisers, LLC History Closed out 0 0 — 0.35% — -3,400 -100.0% Q3 2025 Nov 17, 2025
Turim 21 Investimentos Ltda. History Closed out 0 0 — 0.14% — -3,345 -100.0% Q3 2025 Nov 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.06% — -3,329 -100.0% Q3 2025 Nov 12, 2025
Retireful, LLC History Closed out 0 0 — 0.36% — -3,090 -100.0% Q3 2025 Oct 17, 2025
Belvedere Trading LLC History Closed out 0 0 — 0.0% — -3,055 -100.0% Q3 2025 Oct 27, 2025
INTEGRITY WEALTH ADVISORS, INC. History Closed out 0 0 — 0.13% — -2,936 -100.0% Q3 2025 Nov 14, 2025
ELLERSON GROUP INC /ADV History Closed out 0 0 — 0.21% — -2,835 -100.0% Q3 2025 Nov 10, 2025
PFG Investments, LLC History Closed out 0 0 — 0.02% — -2,741 -100.0% Q3 2025 Oct 31, 2025
Castleview Partners, LLC History Closed out 0 0 — 0.18% — -2,734 -100.0% Q3 2025 Oct 10, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.04% — -2,288 -100.0% Q3 2025 Nov 13, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.31% — -2,155 -100.0% Q3 2025 Oct 20, 2025
City Center Advisors, LLC History Closed out 0 0 — 0.24% — -2,031 -100.0% Q3 2025 Oct 06, 2025
Vawter Financial, Ltd. History Closed out 0 0 — 0.1% — -1,851 -100.0% Q3 2025 Nov 10, 2025
Bedell Frazier Investment Counselling, LLC History Closed out 0 0 — 0.04% — -1,807 -100.0% Q3 2025 Nov 12, 2025
GWN SECURITIES INC. History Closed out 0 0 — 0.05% — -1,791 -100.0% Q3 2025 Oct 27, 2025
Hilltop Holdings Inc. History Closed out 0 0 — 0.01% — -1,756 -100.0% Q3 2025 Nov 14, 2025
NorthRock Partners, LLC History Closed out 0 0 — 0.0% — -1,735 -100.0% Q3 2025 Nov 14, 2025
OneAscent Wealth Management LLC History Closed out 0 0 — 0.07% — -1,661 -100.0% Q3 2025 Oct 31, 2025
ALBION FINANCIAL GROUP /UT History Closed out 0 0 — 0.01% — -1,155 -100.0% Q3 2025 Oct 20, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -616 -100.0% Q3 2025 Oct 29, 2025
RICHARDSON FINANCIAL SERVICES INC. History Closed out 0 0 — 0.04% — -586 -100.0% Q3 2025 Oct 28, 2025
Glen Eagle Advisors, LLC History Closed out 0 0 — 0.01% — -570 -100.0% Q3 2025 Nov 14, 2025
Delos Wealth Advisors, LLC History Closed out 0 0 — 0.04% — -551 -100.0% Q3 2025 Nov 14, 2025
Legacy Wealth Managment, LLC/ID History Reduced 2 0 — 0.03% — -545 -99.63% Q4 2025 Feb 03, 2026
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -527 -100.0% Q3 2025 Nov 14, 2025
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -346 -100.0% Q3 2025 Oct 31, 2025
WealthShield Partners, LLC History Closed out 0 0 — 0.0% — -181 -100.0% Q3 2025 Oct 31, 2025
FIFTH THIRD BANCORP History Closed out 0 0 — 0.0% — -102 -100.0% Q3 2025 Nov 07, 2025
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -91 -100.0% Q3 2025 Dec 29, 2025
HHM Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Oct 29, 2025
CVA Family Office, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Oct 30, 2025
Register Financial Advisors LLC History New 8 0 — — — +8 New Q4 2025 Jan 21, 2026
BARRETT & COMPANY, INC. History New 4 0 — — — +4 New Q4 2025 Jan 28, 2026
NBT BANK N A /NY History Reduced 119 0 — — — -2 -1.65% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History New 1 0 — — — +1 New Q4 2025 Jan 21, 2026
Parkside Financial Bank & Trust History No change 1 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
Fortitude Family Office, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 15, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 11, 2026