SPDR SERIES TRUST - SPTM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 8,301,805 684,898 0.19% 0.19% 1 +30,408 0.37% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 3,266,337 269,473 0.73% 0.76% 2 +138,861 4.44% Q4 2025 Jan 26, 2026
Creative Planning History Added to 3,207,074 264,583 0.19% 0.19% 3 +189,915 6.29% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 3,200,578 264,048 1.24% 1.13% 4 +354,582 12.46% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 2,867,091 236,535 2.91% 2.94% 5 +48,485 1.72% Q4 2025 Jan 26, 2026
Tidal Investments LLC History New 2,809,755 231,804 0.55% — 6 +2,809,755 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 2,748,496 226,750 0.46% 0.45% 7 +173,412 6.73% Q4 2025 Jan 23, 2026
Wealthcare Advisory Partners LLC History Reduced 2,542,112 209,724 4.12% 4.41% 8 -83,423 -3.18% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,944,624 163,056 0.22% 0.24% 9 -29,106 -1.47% Q4 2025 Jan 08, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,903,445 157,034 0.94% 0.95% 10 -26,435 -1.37% Q4 2025 Feb 09, 2026
Professional Financial Advisors, LLC History Added to 1,638,866 135,206 27.62% 27.57% 11 +14,251 0.88% Q4 2025 Jan 15, 2026
Hughes Financial Services, LLC History Reduced 1,608,865 132,731 20.85% 21.36% 12 -21,571 -1.32% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,552,445 128,076 0.04% 0.04% 13 -97,630 -5.92% Q4 2025 Feb 10, 2026
Syntegra Private Wealth Group, LLC History Reduced 1,469,234 121,211 11.13% 11.46% 14 -38,366 -2.54% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 1,465,684 120,924 0.18% 0.19% 15 -264,120 -15.27% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 1,443,831 119,116 2.17% 2.37% 16 -43,074 -2.9% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 1,431,742 118,119 0.03% 0.03% 17 +20,555 1.46% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,431,332 118,085 0.01% 0.01% 18 +88,327 6.58% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,289,965 106,422 0.01% 0.0% 19 +394,816 44.11% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,051,179 86,722 0.02% 0.02% 20 -86,978 -7.64% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Added to 1,046,535 86,339 9.23% 11.03% 21 +73,222 7.52% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,038,530 85,678 0.35% — 22 +1,038,530 New Q4 2025 Feb 05, 2026
Keener Financial Planning LLC History Added to 1,026,608 84,695 36.6% 36.51% 23 +50,710 5.2% Q4 2025 Jan 23, 2026
ARS Wealth Advisors Group, LLC History Added to 1,019,838 84,136 7.58% 8.09% 24 +3,851 0.38% Q4 2025 Jan 12, 2026
Rockbridge Investment Management, LCC History Reduced 950,335 78,402 7.29% 7.67% 25 -13,687 -1.42% Q4 2025 Feb 04, 2026
Stratos Wealth Partners, LTD. History Added to 949,168 78,306 0.89% 0.89% 26 +13,183 1.41% Q4 2025 Jan 20, 2026
RMG Wealth Management LLC History New 2,921,428 74,410 9.64% — 27 +2,921,428 New Q4 2025 Jan 29, 2026
Legacy Private Trust Co. History Reduced 892,767 73,653 4.32% 4.32% 28 -5,159 -0.57% Q4 2025 Jan 08, 2026
Wealthquest Corp History Reduced 841,365 69,412 5.24% 7.11% 29 -263,941 -23.88% Q4 2025 Feb 09, 2026
Rosenberg Matthew Hamilton History Added to 794,032 65,507 13.57% 13.51% 30 +19,069 2.46% Q4 2025 Jan 05, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 791,215 65,275 14.09% 14.13% 31 +34,013 4.49% Q4 2025 Jan 20, 2026
Financial Strategies Group, Inc. History Reduced 749,047 62,807 11.37% 11.79% 32 -7 -0.0% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 746,393 61,577 0.09% 0.09% 33 +45,672 6.52% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 737,011 60,803 0.16% 0.16% 34 -6,704 -0.9% Q4 2025 Feb 05, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 732,998 60,472 2.52% 2.48% 35 +16,370 2.28% Q4 2025 Feb 13, 2026
Shepherd Financial Partners LLC History Reduced 720,467 59,438 5.51% 5.57% 36 -5,457 -0.75% Q4 2025 Feb 10, 2026
Weitzel Financial Services, Inc. History Added to 671,114 55,494 21.48% 21.72% 37 +1,874 0.28% Q4 2025 Feb 03, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 642,874 53,037 0.02% 0.02% 38 -2,579 -0.4% Q4 2025 Feb 18, 2026
Advisors Capital Management, LLC History Added to 629,421 51,927 0.61% 0.6% 39 +31,103 5.2% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 625,039 51,565 0.03% 0.03% 40 +25,120 4.19% Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 596,924 49,246 10.89% 10.62% 41 +11,505 1.97% Q4 2025 Feb 03, 2026
Symphony Financial, Ltd. Co. History Reduced 591,817 49,181 6.61% 5.99% 42 -21,423 -3.49% Q4 2025 Feb 11, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 586,743 48,406 7.66% 9.08% 43 -106,896 -15.41% Q4 2025 Feb 02, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 565,322 46,639 14.68% 11.92% 44 -52,891 -8.56% Q4 2025 Feb 02, 2026
Jaffetilchin Investment Partners, LLC History Added to 527,419 43,512 2.54% 2.53% 45 +3,485 0.67% Q4 2025 Jan 15, 2026
Blueprint Financial Advisors LLC History Added to 525,073 43,318 6.61% 8.12% 46 +58,969 12.65% Q4 2025 Feb 13, 2026
Aquire Wealth Advisors, LLC History Reduced 517,386 42,684 11.1% 10.63% 47 -18,202 -3.4% Q4 2025 Jan 07, 2026
GM Advisory Group, LLC History Added to 477,826 39,420 1.54% 1.47% 48 +48,909 11.4% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Reduced 455,439 37,573 3.18% 3.34% 49 -17,387 -3.68% Q4 2025 Jan 21, 2026
N.E.W. Advisory Services LLC History Added to 444,914 36,705 2.71% 2.98% 50 +31,339 7.58% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Added to 443,441 36,583 0.89% 0.85% 51 +26,396 6.33% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Added to 430,915 35,550 0.51% 0.47% 52 +46,425 12.07% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 418,638 34,538 0.29% 0.27% 53 -6,688 -1.57% Q4 2025 Jan 05, 2026
Treasure Coast Financial Planning History Added to 418,567 34,529 18.34% 18.79% 54 +838 0.2% Q4 2025 Jan 22, 2026
Rialto Wealth Management, LLC History Added to 409,387 33,774 8.08% 7.64% 55 +42,367 11.54% Q4 2025 Jan 12, 2026
Focus Partners Wealth History Reduced 398,131 32,845 0.04% 0.05% 56 -6,755 -1.67% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 390,259 32,196 0.22% 0.23% 57 +9,735 2.56% Q4 2025 Feb 17, 2026
Rinkey Investments History Reduced 368,202 30,376 7.71% 8.01% 58 -6,269 -1.67% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History Reduced 349,744 28,853 0.54% 0.61% 59 -18,942 -5.14% Q4 2025 Feb 03, 2026
Jacobi Capital Management LLC History Added to 348,177 28,724 1.66% 1.27% 60 +90,014 34.87% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 347,081 28,634 0.07% 0.07% 61 +15,751 4.75% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 336,565 27,766 0.0% 0.0% 62 +17,678 5.54% Q4 2025 Feb 11, 2026
Boston Standard Wealth Management, LLC History Reduced 333,247 27,492 4.54% 4.64% 63 -9,164 -2.68% Q4 2025 Jan 07, 2026
Waverly Advisors, LLC History Added to 319,193 26,333 0.21% 0.26% 64 +489 0.15% Q4 2025 Feb 17, 2026
DORVAL Corp History Added to 318,319 26,261 8.38% 8.3% 65 +7,399 2.38% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 317,613 26,203 0.32% 0.2% 66 +104,362 48.94% Q4 2025 Feb 11, 2026
ABOUND FINANCIAL, LLC History Reduced 316,605 26,119 10.11% 10.24% 67 -611 -0.19% Q4 2025 Feb 17, 2026
Financial Planning Fort Collins, LLC History New 309,260 25,513 22.4% — 68 +309,260 New Q4 2025 Feb 18, 2026
RVW Wealth, LLC History Reduced 308,132 25,420 1.94% 1.96% 69 -3,735 -1.2% Q4 2025 Jan 12, 2026
Fox Financial, Inc History Reduced 304,899 25,154 20.06% 19.79% 70 -3,431 -1.11% Q4 2025 Feb 09, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 295,859 24,408 1.37% 1.45% 71 +4,923 1.69% Q4 2025 Feb 04, 2026
SigFig Wealth Management, LLC History Reduced 291,165 24,332 0.73% 0.77% 72 -20,944 -6.71% Q4 2025 Jan 16, 2026
Cetera Investment Advisers History Added to 279,537 23,061 0.03% 0.02% 73 +62,453 28.77% Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 270,542 22,319 0.79% 1.07% 74 +2,085 0.78% Q4 2025 Jan 21, 2026
Bridgewealth Advisory Group, LLC History Added to 264,704 21,838 4.82% 4.85% 75 +5,371 2.07% Q4 2025 Feb 04, 2026
Zhang Financial LLC History Reduced 263,693 21,754 0.81% 0.87% 76 -3,271 -1.23% Q4 2025 Feb 10, 2026
Beacon Capital Management, Inc. History Reduced 257,874 21,274 1.14% 1.44% 77 -115,702 -30.97% Q4 2025 Feb 12, 2026
Roble, Belko & Company, Inc History Reduced 247,903 20,452 2.68% 3.28% 78 -52,118 -17.37% Q4 2025 Jan 12, 2026
AssuredPartners Investment Advisors, LLC History Added to 245,196 20,228 3.01% 4.29% 79 +6,094 2.55% Q4 2025 Feb 03, 2026
Compass Financial Group, INC/SD History Reduced 244,986 20,211 2.89% 3.03% 80 -5,210 -2.08% Q4 2025 Jan 27, 2026
Annex Advisory Services, LLC History Reduced 244,270 20,152 0.38% 0.43% 81 -5,714 -2.29% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History Reduced 237,762 19,615 0.36% 0.36% 82 -5,101 -2.1% Q4 2025 Feb 11, 2026
Royal Harbor Partners, LLC History Added to 230,105 18,983 6.27% 6.26% 83 +1,075 0.47% Q4 2025 Feb 19, 2026
Mariner, LLC History Reduced 227,221 18,745 0.02% 0.03% 84 -29,236 -11.4% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 226,389 18,677 0.0% — 85 +226,389 New Q4 2025 Feb 17, 2026
Balefire, LLC History Reduced 221,071 18,238 3.55% 3.71% 86 -9,271 -4.02% Q4 2025 Jan 12, 2026
Spartan Planning & Wealth Management History Added to 211,931 17,484 12.9% 12.68% 87 +10,549 5.24% Q4 2025 Jan 08, 2026
AlphaCore Capital LLC History Reduced 209,799 17,308 0.39% 0.7% 88 -49,502 -19.09% Q4 2025 Feb 05, 2026
Pure Financial Advisors, LLC History Reduced 209,546 17,287 3.14% 0.27% 89 -3,132 -1.47% Q4 2025 Mar 04, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 203,937 16,824 9.37% 9.56% 90 +4,591 2.3% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 201,365 16,612 1.8% 1.84% 91 -1,086 -0.54% Q4 2025 Jan 23, 2026
Wall Capital Group, Inc. History New 197,315 16,278 15.5% — 92 +197,315 New Q4 2025 Feb 17, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 196,706 16,228 4.77% 4.9% 93 +1,510 0.77% Q4 2025 Jan 21, 2026
Capasso Planning Partners LLC History Added to 196,326 16,196 8.87% 9.0% 94 +14,347 7.88% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 190,833 15,743 0.02% 0.02% 95 +2,013 1.07% Q4 2025 Feb 12, 2026
Mueller Wealth, LLC History New 189,611 15,642 12.95% — 96 +189,611 New Q4 2025 Feb 10, 2026
GREAT LAKES ADVISORS, LLC History Reduced 187,104 15,436 0.13% 0.13% 97 -1,123 -0.6% Q4 2025 Feb 12, 2026
Snowden Capital Advisors LLC History Added to 184,884 15,252 0.39% 0.39% 98 +8,660 4.91% Q4 2025 Feb 17, 2026
IAG Wealth Partners, LLC History Reduced 180,524 14,893 1.72% 1.81% 99 -6,828 -3.64% Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History Added to 180,033 14,852 5.42% 5.47% 100 +2,130 1.2% Q4 2025 Feb 04, 2026
Facet Wealth, Inc. History Reduced 173,757 14,649 0.26% 0.31% 101 -13,708 -7.31% Q4 2025 Jan 29, 2026
Bensler, LLC History Added to 167,918 13,853 1.39% 1.34% 102 +8,363 5.24% Q4 2025 Feb 04, 2026
Arete Wealth Advisors, LLC History Added to 165,747 13,674 0.83% 0.83% 103 +2,222 1.36% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 164,481 13,569 0.15% 0.2% 104 -3,775 -2.24% Q4 2025 Jan 23, 2026
Ervin Investment Management, LLC History Added to 161,659 13,336 7.47% 7.44% 105 +510 0.32% Q4 2025 Jan 23, 2026
GOLDMAN SACHS GROUP INC History Reduced 161,328 13,309 0.0% 0.0% 106 -912 -0.56% Q4 2025 Mar 25, 2026
XML Financial, LLC History Added to 158,114 13,044 1.06% 1.02% 107 +2,675 1.72% Q4 2025 Feb 11, 2026
Portfolio Strategies, Inc. History Added to 156,455 12,906 1.49% 1.46% 108 +582 0.37% Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History Added to 152,980 12,620 1.4% 1.48% 109 +17,168 12.64% Q4 2025 Feb 11, 2026
G&S Capital LLC History Added to 152,552 12,585 4.45% 4.47% 110 +2,742 1.83% Q4 2025 Jan 28, 2026
Summit Investment Advisory Services, LLC History Added to 151,685 12,514 4.72% 4.67% 111 +6,200 4.26% Q4 2025 Feb 04, 2026
UBS Group AG History Added to 148,477 12,249 0.0% 0.0% 112 +17,201 13.1% Q4 2025 Jan 29, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 148,331 12,237 1.88% 1.97% 113 -4,750 -3.1% Q4 2025 Jan 12, 2026
Evensky & Katz LLC History Reduced 147,621 12,179 0.69% 0.7% 114 -2,571 -1.71% Q4 2025 Feb 05, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 146,569 12,091 8.44% 8.77% 115 +6,111 4.35% Q4 2025 Feb 11, 2026
Atlas Private Wealth Advisors History Added to 145,552 12,008 2.81% 2.56% 116 +15,803 12.18% Q4 2025 Feb 05, 2026
Balentine LLC History Reduced 141,143 11,644 0.44% 0.44% 117 -7,349 -4.95% Q4 2025 Feb 02, 2026
Investors Research Corp History Reduced 141,148 11,644 2.13% 2.13% 118 -1,909 -1.33% Q4 2025 Jan 06, 2026
TD Capital Management LLC History Added to 140,357 11,579 1.03% 0.92% 119 +14,350 11.39% Q4 2025 Feb 26, 2026
Global Retirement Partners, LLC History Added to 139,395 11,500 0.2% 0.24% 120 +4,963 3.69% Q4 2025 Feb 06, 2026
RETIREMENT CAPITAL STRATEGIES History No change 134,692 11,112 4.12% 4.17% 121 0 0.0% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 134,959 11,079 0.03% 0.03% 122 +2,075 1.56% Q4 2025 Feb 10, 2026
IRON Financial LLC History Reduced 128,704 10,618 4.88% 5.08% 123 -2,780 -2.11% Q4 2025 Jan 22, 2026
Redwood Financial Network Corp History Added to 127,525 10,520 6.71% 6.48% 124 +614 0.48% Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 127,193 10,493 1.04% — 125 +127,193 New Q4 2025 Apr 01, 2026
Freedom Day Solutions, LLC History Reduced 126,679 10,451 2.84% 2.8% 126 -1,164 -0.91% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Added to 121,559 10,028 0.01% 0.01% 127 +18,902 18.41% Q4 2025 Feb 02, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 114,161 9,418 2.36% 2.27% 128 -8,262 -6.75% Q4 2025 Feb 06, 2026
VestGen Advisors, LLC History Reduced 110,576 9,122 0.39% 1.25% 129 -356,264 -76.31% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Reduced 110,457 9,112 0.42% 0.58% 130 -27,010 -19.65% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 105,241 8,682 0.12% 0.07% 131 +49,116 87.51% Q4 2025 Feb 17, 2026
FMR LLC History Added to 105,220 8,680 0.0% 0.0% 132 +8,170 8.42% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 103,310 8,523 0.05% 0.07% 133 -12,656 -10.91% Q4 2025 Feb 17, 2026
CABOT WEALTH MANAGEMENT INC History Added to 100,977 8,330 0.92% 0.84% 134 +7,474 7.99% Q4 2025 Feb 03, 2026
Wealth Alliance Advisory Group, LLC History Added to 100,352 8,279 1.42% 1.42% 135 +2,504 2.56% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History Reduced 99,521 8,210 0.25% 0.25% 136 -8,246 -7.65% Q4 2025 Feb 11, 2026
Aldebaran Financial Inc. History Added to 98,483 8,184 7.57% 6.96% 137 +12,184 14.12% Q4 2025 Jan 23, 2026
Collaborative Wealth Managment Inc. History Added to 97,811 8,069 2.84% 3.12% 138 +2,132 2.23% Q4 2025 Feb 09, 2026
Tempus Wealth Planning, LLC History Reduced 97,649 8,056 1.85% 1.82% 139 -880 -0.89% Q4 2025 Jan 16, 2026
Sterneck Capital Management, LLC History Added to 97,528 8,046 3.62% 3.52% 140 +3,564 3.79% Q4 2025 Jan 22, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 97,087 8,009 5.35% 5.18% 141 +78 0.08% Q4 2025 Jan 22, 2026
FreeGulliver LLC History Added to 96,704 7,978 2.94% 3.46% 142 +521 0.54% Q4 2025 Feb 12, 2026
Breakwater Investment Management History Reduced 91,019 7,509 2.72% 2.81% 143 -3,494 -3.7% Q4 2025 Feb 02, 2026
ISTHMUS PARTNERS, LLC History Added to 89,648 7,396 0.82% 1.5% 144 +5,774 6.88% Q4 2025 Feb 05, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Added to 87,954 7,256 4.82% 4.75% 145 +3,480 4.12% Q4 2025 Jan 08, 2026
Cannon Financial Strategists, Inc. History Added to 87,604 7,227 1.0% 1.01% 146 +122 0.14% Q4 2025 Feb 04, 2026
SFG Wealth Management, LLC. History Added to 85,913 7,087 2.78% 2.96% 147 +1,142 1.35% Q4 2025 Feb 03, 2026
Capital Group Private Client Services, Inc. History No change 84,925 7,006 0.11% 0.11% 148 0 0.0% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 83,744 6,908 0.15% 0.15% 149 -573 -0.68% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Reduced 83,223 6,865 0.08% 0.08% 150 -2,587 -3.01% Q4 2025 Feb 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 82,997 6,847 0.17% 0.17% 151 +334 0.4% Q4 2025 Jan 29, 2026
Aerodigm Wealth, LLC History Reduced 81,720 6,741 2.37% 2.84% 152 -1,678 -2.01% Q4 2025 Feb 06, 2026
Private Wealth Group, LLC History Added to 81,660 6,736 3.23% 3.09% 153 +4,650 6.04% Q4 2025 Jan 12, 2026
ECLECTIC ASSOCIATES INC /ADV History New 81,334 6,710 1.05% — 154 +81,334 New Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Reduced 80,704 6,658 0.22% 0.24% 155 -6,023 -6.94% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 80,522 6,643 0.04% 0.04% 156 -1,924 -2.33% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 80,225 6,618 0.02% 0.02% 157 +500 0.63% Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History Reduced 79,461 6,555 4.1% 5.11% 158 -12,478 -13.57% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 78,786 6,499 0.16% 0.17% 159 -1,406 -1.75% Q4 2025 Feb 09, 2026
PAX Financial Group, LLC History Reduced 78,170 6,449 1.11% 1.25% 160 -7,739 -9.01% Q4 2025 Feb 05, 2026
Black Diamond Financial, LLC History Reduced 78,155 6,447 0.68% 0.72% 161 -1,409 -1.77% Q4 2025 Feb 03, 2026
Roundview Capital LLC History Added to 76,849 6,340 0.39% 0.39% 162 +209 0.27% Q4 2025 Feb 09, 2026
TrueWealth Financial Partners History New 76,540 6,314 5.21% — 163 +76,540 New Q4 2025 Feb 05, 2026
JT Stratford LLC History Added to 76,456 6,307 0.81% 0.82% 164 +884 1.17% Q4 2025 Feb 12, 2026
Brady Martz Wealth Solutions, LLC History Reduced 76,076 6,276 1.11% 1.12% 165 -327 -0.43% Q4 2025 Jan 15, 2026
TRUE BLUE FINANCIAL, LLC History New 75,258 6,208 5.12% — 166 +75,258 New Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 70,950 5,853 0.28% 0.25% 167 -1,342 -1.86% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 70,554 5,820 0.0% 0.0% 168 +18,607 35.82% Q4 2025 Feb 17, 2026
Values Added Financial LLC History Reduced 68,973 5,690 2.4% 2.48% 169 -262 -0.38% Q4 2025 Jan 16, 2026
Legacy Capital Group California, Inc. History Reduced 68,957 5,688 1.38% 1.47% 170 -2,824 -3.93% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Added to 67,773 5,591 0.14% 0.14% 171 +321 0.48% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 67,656 5,581 0.02% 0.02% 172 +19,666 40.98% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 66,198 5,461 0.01% 0.01% 173 +1,208 1.86% Q4 2025 Feb 17, 2026
Andrews Advisory Associates, LLC History New 65,802 5,428 2.89% — 174 +65,802 New Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 65,591 5,411 0.01% 0.0% 175 +52,348 395.29% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 65,252 5,383 0.1% 0.11% 176 -2,562 -3.78% Q4 2025 Feb 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 64,031 5,283 0.49% 0.48% 177 +2,407 3.91% Q4 2025 Jan 12, 2026
Trinity Wealth Management, LLC History Reduced 64,033 5,282 1.95% 1.94% 178 -259 -0.4% Q4 2025 Jan 15, 2026
TKG Advisors, LLC History Reduced 63,571 5,244 2.12% 2.24% 179 -1,301 -2.01% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Reduced 63,475 5,236 0.01% 0.01% 180 -5,076 -7.4% Q4 2025 Feb 06, 2026
Maridea Wealth Management LLC History Reduced 62,853 5,185 0.78% 0.82% 181 -1,889 -2.92% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Added to 62,664 5,169 0.04% 0.04% 182 +3,542 5.99% Q4 2025 Feb 18, 2026
Advocacy Wealth Management, LLC History No change 62,525 5,158 0.22% 0.22% 183 0 0.0% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Added to 61,483 5,072 0.01% 1.05% 184 +58,669 2084.9% Q4 2025 Feb 17, 2026
Fullerton Advisors, LLC History New 60,751 5,011 5.01% — 185 +60,751 New Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Reduced 60,571 4,997 0.1% 0.11% 186 -414 -0.68% Q4 2025 Feb 09, 2026
WBI INVESTMENTS, LLC History Reduced 60,128 4,960 1.29% 1.26% 187 -1,036 -1.69% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 59,988 4,948 0.39% 0.41% 188 -1,571 -2.55% Q4 2025 Jan 05, 2026
NewEdge Advisors, LLC History Added to 59,827 4,935 0.02% 0.02% 189 +7,977 15.38% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 59,342 4,895 0.0% 0.0% 190 -2,659 -4.29% Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Added to 59,104 4,879 0.42% 0.41% 191 +19,693 49.97% Q4 2025 Feb 17, 2026
Apeiron RIA LLC History Added to 56,841 4,792 0.97% 0.99% 192 +1,804 3.28% Q4 2025 Feb 03, 2026
Austin Wealth Management, LLC History Reduced 57,030 4,767 0.7% 0.73% 193 -785 -1.36% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Reduced 57,521 4,745 0.01% 0.01% 194 -341 -0.59% Q4 2025 Mar 09, 2026
DAGCO, INC. History Reduced 57,477 4,741 1.1% 1.23% 195 -3,406 -5.59% Q4 2025 Jan 08, 2026
Perennial Investment Advisors, LLC History Reduced 54,439 4,491 0.35% 0.37% 196 -1,800 -3.2% Q4 2025 Feb 17, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 54,281 4,478 1.23% 1.25% 197 -2,565 -4.51% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Added to 53,394 4,405 0.14% 0.13% 198 +2,465 4.84% Q4 2025 Jan 06, 2026
Aptus Capital Advisors, LLC History Added to 53,199 4,388 0.03% 0.03% 199 +6,408 13.69% Q4 2025 Feb 13, 2026
Advisor OS, LLC History Added to 52,097 4,298 0.35% 0.35% 200 +2,124 4.25% Q4 2025 Feb 04, 2026
MJP ASSOCIATES INC /ADV History Added to 51,413 4,241 0.53% 0.52% 201 +2,116 4.29% Q4 2025 Feb 06, 2026
Praetorian Wealth Management, Inc. History Added to 49,603 4,092 0.81% 0.82% 202 +139 0.28% Q4 2025 Jan 14, 2026
Investment Planning Advisors, Inc. History Added to 48,346 3,988 1.16% 1.16% 203 +2,449 5.34% Q4 2025 Jan 20, 2026
Evercore Wealth Management, LLC History Added to 48,082 3,966 0.06% 0.02% 204 +33,954 240.33% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History Reduced 46,692 3,853 0.32% 0.3% 205 -4,032 -7.95% Q4 2025 Jan 27, 2026
BANK OF HAWAII History Reduced 46,529 3,838 0.19% 0.19% 206 -132 -0.28% Q4 2025 Mar 03, 2026
CAMBIENT FAMILY OFFICE, LLC History New 45,897 3,786 0.54% — 207 +45,897 New Q4 2025 Feb 20, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 45,428 3,747 0.41% 0.41% 208 +752 1.68% Q4 2025 Jan 20, 2026
Vise Technologies, Inc. History Added to 43,821 3,615 0.07% 0.07% 209 +20,126 84.94% Q4 2025 Feb 11, 2026
Compass Financial Group, Inc. History Reduced 43,005 3,547 1.57% 1.58% 210 -551 -1.27% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 42,408 3,498 0.0% 0.0% 211 -1,606 -3.65% Q4 2025 Feb 10, 2026
KWB Wealth History Reduced 40,768 3,363 0.32% 0.37% 212 -4,530 -10.0% Q4 2025 Jan 12, 2026
Sequoia Financial Advisors, LLC History Reduced 40,660 3,354 0.02% 0.02% 213 -1,378 -3.28% Q4 2025 Feb 03, 2026
Wealth Advisory Solutions, LLC History Added to 40,598 3,349 0.78% 0.77% 214 +1,247 3.17% Q4 2025 Jan 16, 2026
CARDIFF PARK ADVISORS, LLC History Added to 39,837 3,286 0.27% 0.25% 215 +117 0.29% Q4 2025 Feb 17, 2026
Tennessee Valley Asset Management Partners History Added to 39,417 3,251 0.42% 0.41% 216 +1,734 4.6% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 39,395 3,250 0.03% 0.03% 217 -1,243 -3.06% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 38,980 3,215 0.02% 0.02% 218 -1,691 -4.16% Q4 2025 Jan 26, 2026
Betterment LLC History Reduced 38,602 3,185 0.01% 0.01% 219 -732 -1.86% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 37,902 3,127 0.0% 0.0% 220 +20,652 119.72% Q4 2025 Feb 13, 2026
LANE BROTHERS & CO INC History New 37,242 3,072 2.22% — 221 +37,242 New Q4 2025 Mar 13, 2026
Quent Capital, LLC History Added to 37,117 3,062 0.22% 0.22% 222 +3,977 12.0% Q4 2025 Jan 29, 2026
Financial Sense Advisors, Inc. History Added to 36,932 3,046 0.56% 0.49% 223 +1,540 4.35% Q4 2025 Feb 13, 2026
Claro Advisors Inc. History Added to 35,127 2,898 0.39% 0.38% 224 +2,940 9.13% Q4 2025 Feb 17, 2026
Dogwood Wealth Management LLC History Reduced 34,298 2,829 1.25% 1.3% 225 -1,240 -3.49% Q4 2025 Feb 04, 2026
Altus Wealth Group LLC History Reduced 33,832 2,791 1.12% 1.16% 226 -1,098 -3.14% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 33,503 2,764 0.52% 0.53% 227 -1,081 -3.13% Q4 2025 Feb 12, 2026
MONECO ADVISORS, LLC History Added to 33,475 2,761 0.22% 0.08% 228 +22,015 192.1% Q4 2025 Feb 04, 2026
Bawa N Mallick Trust History No change 33,400 2,755 1.02% 1.02% 229 0 0.0% Q4 2025 Mar 12, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 33,348 2,751 0.91% 0.89% 230 +308 0.93% Q4 2025 Jan 27, 2026
Strategic Financial Planning, Inc. History Added to 33,307 2,747 1.56% 1.56% 231 +3 0.01% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 33,218 2,740 0.01% — 232 +33,218 New Q4 2025 Feb 18, 2026
Petersen Hastings Wealth Advisors Inc. History New 33,140 2,734 0.26% — 233 +33,140 New Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 33,050 2,726 0.25% — 234 +33,050 New Q4 2025 Feb 13, 2026
MidFirst Bank History New 32,896 2,713 0.22% — 235 +32,896 New Q4 2025 Feb 25, 2026
WCG Wealth Advisors LLC History Added to 32,111 2,647 0.07% 0.16% 236 +618 1.96% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Added to 32,012 2,640 0.51% 0.49% 237 +1,393 4.55% Q4 2025 Feb 13, 2026
SFMG, LLC History No change 31,434 2,593 0.17% 0.18% 238 0 0.0% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 31,231 2,576 0.03% 0.03% 239 -15,708 -33.46% Q4 2025 Feb 13, 2026
Legacy Advisory Services, LLC History Reduced 31,068 2,563 1.93% 1.89% 240 -129 -0.41% Q4 2025 Jan 23, 2026
Westside Investment Management, Inc. History Added to 30,675 2,530 0.4% 0.39% 241 +70 0.23% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 30,400 2,508 0.0% 0.02% 242 -118,800 -79.62% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Reduced 30,290 2,498 0.55% 0.55% 243 -295 -0.96% Q4 2025 Jan 20, 2026
Equita Financial Network, Inc. History Added to 30,272 2,497 0.75% 0.83% 244 +2 0.01% Q4 2025 Jan 29, 2026
Twelve Points Wealth Management LLC History Added to 28,683 2,414 0.54% 0.47% 245 +5,080 21.52% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Reduced 29,231 2,411 0.03% 0.03% 246 -390 -1.32% Q4 2025 Jan 21, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 28,587 2,409 0.16% 0.13% 247 +8,716 43.86% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 29,048 2,396 0.0% 0.01% 248 -10,143 -25.88% Q4 2025 Feb 18, 2026
Fingerlakes Wealth Management, Inc. History Reduced 28,200 2,326 1.48% 1.58% 249 -1,850 -6.16% Q4 2025 Feb 05, 2026
Jacksonville Wealth Management, LLC History Reduced 27,559 2,273 1.61% 1.77% 250 -2,312 -7.74% Q4 2025 Feb 04, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 27,267 2,249 0.35% 0.37% 251 -325 -1.18% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Added to 27,076 2,233 0.04% 0.04% 252 +3,890 16.78% Q4 2025 Jan 16, 2026
Financial Engines Advisors L.L.C. History Added to 26,879 2,217 0.0% 0.0% 253 +1,380 5.41% Q4 2025 Feb 12, 2026
Destination Wealth Management History No change 26,830 2,213 0.06% 0.06% 254 0 0.0% Q4 2025 Feb 13, 2026
Orca Investment Management, LLC History Reduced 26,755 2,207 1.74% 1.77% 255 -60 -0.22% Q4 2025 Jan 20, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 26,552 2,190 0.26% 0.28% 256 -311 -1.16% Q4 2025 Jan 26, 2026
Red Mountain Financial, LLC History Added to 26,382 2,176 2.14% 1.64% 257 +6,291 31.31% Q4 2025 Jan 26, 2026
Sharper & Granite LLC History Reduced 26,054 2,149 0.76% 0.76% 258 -145 -0.55% Q4 2025 Jan 27, 2026
Solano Wealth Investment Advisors LLC History Reduced 25,832 2,131 1.06% 1.48% 259 -12,204 -32.09% Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History Added to 25,662 2,117 0.25% 0.3% 260 +3,959 18.24% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 25,319 2,088 0.13% 0.15% 261 -1,868 -6.87% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 25,078 2,068 0.01% 0.0% 262 +18,028 255.72% Q4 2025 Jan 29, 2026
Flagstone Financial Management History Reduced 25,023 2,064 0.53% 0.53% 263 -77 -0.31% Q4 2025 Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 25,017 2,063 0.04% 0.04% 264 -399 -1.57% Q4 2025 Feb 19, 2026
STEVENS CAPITAL PARTNERS History Reduced 25,004 2,062 0.54% 0.61% 265 -470 -1.85% Q4 2025 Jan 27, 2026
Financial Enhancement Group LLC History Reduced 24,693 2,056 0.27% 0.32% 266 -4,289 -14.8% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Added to 24,900 2,054 0.0% 0.0% 267 +18,644 298.02% Q4 2025 Feb 11, 2026
Oakwell Private Wealth Management, LLC History Reduced 24,706 2,038 0.38% 0.4% 268 -61 -0.25% Q4 2025 Jan 30, 2026
Advance Capital Management, Inc. History Added to 24,699 2,037 0.09% 0.08% 269 +662 2.75% Q4 2025 Jan 06, 2026
&PARTNERS History Reduced 24,638 2,032 0.01% 0.01% 270 -155 -0.63% Q4 2025 Feb 17, 2026
MATAURO, LLC History Added to 24,607 2,030 0.31% 0.31% 271 +429 1.77% Q4 2025 Jan 16, 2026
Virtue Capital Management, LLC History Reduced 24,378 2,015 0.31% 4.0% 272 -13,344 -35.37% Q4 2025 Feb 18, 2026
Chicago Partners Investment Group LLC History Added to 23,790 1,990 0.05% 0.05% 273 +57 0.24% Q4 2025 Jan 28, 2026
Broderick Brian C History Reduced 23,375 1,928 0.36% 0.37% 274 -625 -2.6% Q4 2025 Feb 17, 2026
LJI Wealth Management, LLC History Added to 23,366 1,927 0.29% 0.31% 275 +1,463 6.68% Q4 2025 Feb 03, 2026
Bleakley Financial Group, LLC History Added to 23,338 1,925 0.03% 0.03% 276 +9,550 69.26% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 23,296 1,921 0.11% 0.11% 277 +12 0.05% Q4 2025 Jan 14, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 23,152 1,910 0.06% 0.06% 278 +10 0.04% Q4 2025 Jan 12, 2026
FIRST TRUST ADVISORS LP History No change 23,090 1,904 0.0% 0.0% 279 0 0.0% Q4 2025 Feb 13, 2026
Seaside Wealth Management, Inc. History Reduced 22,805 1,881 0.54% 0.55% 280 -136 -0.59% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History New 22,680 1,871 0.03% — 281 +22,680 New Q4 2025 Feb 02, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 22,200 1,831 0.0% 0.0% 282 -14,700 -39.84% Q4 2025 Feb 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 22,178 1,829 0.52% 0.52% 283 +1,244 5.94% Q4 2025 Feb 10, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History New 21,933 1,809 0.18% — 284 +21,933 New Q4 2025 Jan 20, 2026
Apollon Wealth Management, LLC History Reduced 21,747 1,794 0.03% 0.03% 285 -333 -1.51% Q4 2025 Jan 22, 2026
Climber Capital SA History New 21,575 1,777 1.16% — 287 +21,575 New Q4 2025 Feb 03, 2026
Procyon Advisors, LLC History Added to 21,547 1,777 0.09% 0.1% 286 +565 2.69% Q4 2025 Jan 07, 2026
Trilogy Capital Inc. History Reduced 21,475 1,771 0.08% 0.08% 288 -10 -0.05% Q4 2025 Jan 22, 2026
SEMITAM BONAM LLC History Reduced 21,305 1,757 1.46% 1.54% 289 -10 -0.05% Q4 2025 Jan 20, 2026
Root Financial Partners, LLC History Added to 20,941 1,727 0.09% 0.1% 290 +598 2.94% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 20,913 1,725 0.06% 0.07% 291 +6,825 48.45% Q4 2025 Feb 04, 2026
Sunburst Financial Group, LLC History No change 20,795 1,715 0.35% 0.35% 292 0 0.0% Q4 2025 Jan 21, 2026
NOVEM GROUP History Added to 20,758 1,712 0.2% 0.19% 293 +392 1.92% Q4 2025 Jan 27, 2026
Diversified Trust Co History No change 20,623 1,701 0.03% 0.03% 294 0 0.0% Q4 2025 Jan 09, 2026
Wealthcare Capital Partners, LLC History Added to 20,227 1,668 0.78% 0.73% 295 +400 2.02% Q4 2025 Jan 14, 2026
FMA Wealth Management, LLC History Reduced 20,201 1,666 1.08% 1.13% 296 -215 -1.05% Q4 2025 Jan 13, 2026
Alta Wealth Advisors LLC History Added to 20,085 1,657 0.55% 0.58% 297 +29 0.14% Q4 2025 Feb 03, 2026
Wrenne Financial Planning LLC History Reduced 20,055 1,654 0.67% 0.84% 298 -4,355 -17.84% Q4 2025 Feb 10, 2026
Mosaic Advisors LLC History No change 19,863 1,638 3.14% 3.88% 299 0 0.0% Q4 2025 Feb 18, 2026
Towercrest Capital Management History Reduced 19,817 1,634 0.26% 0.27% 300 -938 -4.52% Q4 2025 Jan 21, 2026
PRIVATE TRUST CO NA History Reduced 19,670 1,622 0.14% 0.31% 301 -24,510 -55.48% Q4 2025 Jan 26, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History New 18,972 1,565 0.85% — 302 +18,972 New Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Reduced 18,965 1,564 0.09% 0.07% 303 -483 -2.48% Q4 2025 Jan 30, 2026
Omnitrust Wealth Management, Inc History New 18,851 1,555 1.98% — 304 +18,851 New Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Added to 18,820 1,552 0.06% 0.05% 305 +2,066 12.33% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 18,792 1,550 0.0% 0.0% 306 +5,198 38.24% Q4 2025 Mar 16, 2026
Peterson Wealth Advisors, LLC History Reduced 18,772 1,548 0.21% 0.65% 307 -34,789 -64.95% Q4 2025 Jan 09, 2026
McClarren Financial Advisors, Inc. History Reduced 4,628 1,541 0.92% 0.94% 308 -11,880 -71.97% Q4 2025 Jan 13, 2026
Asset Dedication, LLC History Reduced 18,321 1,511 0.1% 0.1% 309 -642 -3.39% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Reduced 18,012 1,485 0.01% 0.02% 310 -12,588 -41.14% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 17,957 1,481 0.05% 0.06% 311 -2,447 -11.99% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 17,946 1,480 0.07% 0.03% 312 +12,198 212.21% Q4 2025 Jan 28, 2026
Stewardship Advisors, LLC History Reduced 17,895 1,476 0.34% 0.36% 313 -1,028 -5.43% Q4 2025 Jan 15, 2026
Telos Capital Management, Inc. History Reduced 17,858 1,473 0.14% 0.14% 314 -112 -0.62% Q4 2025 Jan 22, 2026
Murphy & Mullick Capital Management Corp History Added to 17,806 1,468 1.06% 0.99% 315 +1,253 7.57% Q4 2025 Feb 10, 2026
Galvin, Gaustad & Stein, LLC History New 17,605 1,452 0.11% — 316 +17,605 New Q4 2025 Jan 23, 2026
Astoria Strategic Wealth, Inc. History Reduced 17,496 1,443 0.36% 0.36% 317 -84 -0.48% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History Reduced 17,456 1,440 0.23% 0.25% 318 -1,894 -9.79% Q4 2025 Feb 09, 2026
Glenview Trust Co History No change 17,293 1,426 0.02% 0.02% 319 0 0.0% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Reduced 17,124 1,412 0.03% 0.05% 320 -9,167 -34.87% Q4 2025 Feb 13, 2026
Armbruster Capital Management, Inc. History Added to 16,963 1,399 0.23% 0.21% 321 +1,936 12.88% Q4 2025 Jan 23, 2026
Morling Financial Advisors, LLC History Reduced 16,877 1,392 0.44% 0.49% 322 -1,499 -8.16% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16,869 1,391 0.01% 0.01% 323 0 0.0% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Added to 16,791 1,385 0.02% 0.02% 324 +399 2.43% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History No change 16,726 1,379 0.1% 0.09% 325 0 0.0% Q4 2025 Feb 12, 2026
Blue Edge Capital, LLC History Added to 16,686 1,376 0.18% 0.19% 326 +1 0.01% Q4 2025 Feb 12, 2026
Insight Advisors, LLC/ PA History Reduced 16,568 1,366 0.21% 0.21% 327 -102 -0.61% Q4 2025 Feb 11, 2026
Alliance Wealth Management Group History Reduced 16,551 1,365 0.3% 0.31% 328 -893 -5.12% Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 16,385 1,351 0.01% 0.0% 329 +11,371 226.79% Q4 2025 Feb 11, 2026
Emprise Bank History Reduced 16,340 1,348 0.56% 0.59% 330 -530 -3.14% Q4 2025 Jan 28, 2026
SUTTON PLACE INVESTORS LLC History No change 16,324 1,346 0.74% 0.75% 331 0 0.0% Q4 2025 Jan 21, 2026
BlackRock, Inc. History Added to 16,308 1,345 0.0% 0.0% 332 +15,303 1522.69% Q4 2025 Feb 12, 2026
Leeward Financial Partners, LLC History Added to 16,280 1,343 0.38% 0.37% 333 +47 0.29% Q4 2025 Feb 09, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 16,150 1,332 0.6% — 334 +16,150 New Q4 2025 Feb 06, 2026
SouthState Bank Corp History Reduced 15,993 1,319 0.06% 0.06% 335 -722 -4.32% Q4 2025 Feb 11, 2026
Comprehensive Money Management Services LLC History Reduced 15,916 1,313 0.91% 0.93% 336 -405 -2.48% Q4 2025 Jan 22, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 15,529 1,281 0.28% 0.29% 337 -128 -0.82% Q4 2025 Jan 13, 2026
CALTON & ASSOCIATES, INC. History Added to 15,492 1,278 0.19% 0.18% 338 +520 3.47% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History No change 15,467 1,276 0.06% 0.06% 339 0 0.0% Q4 2025 Jan 27, 2026
Clearstead Advisors, LLC History Added to 15,316 1,263 0.02% 0.01% 340 +10,001 188.17% Q4 2025 Feb 09, 2026
Financial Plan, Inc. History New 15,278 1,260 0.14% — 341 +15,278 New Q4 2025 Jan 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 14,886 1,228 0.97% — 342 +14,886 New Q4 2025 Feb 11, 2026
Lifeworks Advisors, LLC History Reduced 14,851 1,225 0.16% 0.16% 343 -240 -1.59% Q4 2025 Feb 13, 2026
Keystone Financial Group, Inc. History Added to 14,831 1,223 0.64% 0.67% 344 +81 0.55% Q4 2025 Jan 16, 2026
L & S Advisors Inc History Added to 14,820 1,222 0.11% 0.11% 345 +61 0.41% Q4 2025 Feb 05, 2026
Slagle Financial, LLC History Reduced 14,706 1,213 0.42% 0.48% 346 -1,383 -8.6% Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Added to 14,570 1,202 0.04% 0.04% 347 +2,986 25.78% Q4 2025 Jan 21, 2026
Bernardo Wealth Planning LLC History Reduced 14,465 1,193 0.23% 0.23% 348 -2 -0.01% Q4 2025 Jan 26, 2026
Paulson Wealth Management Inc. History Reduced 14,391 1,187 0.27% 0.29% 349 -771 -5.09% Q4 2025 Feb 05, 2026
Lumbard & Kellner, LLC History No change 14,330 1,182 0.41% 0.42% 350 0 0.0% Q4 2025 Feb 03, 2026
Friday Financial History Added to 14,197 1,171 0.41% 0.48% 351 +1 0.01% Q4 2025 Jan 09, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 14,072 1,160 0.36% 0.36% 352 +11 0.08% Q4 2025 Feb 12, 2026
Sequent Planning LLC History Added to 13,976 1,153 0.29% 0.31% 353 +292 2.13% Q4 2025 Feb 05, 2026
TLWM History Added to 13,952 1,151 0.21% 0.2% 354 +469 3.48% Q4 2025 Jan 12, 2026
Belleair Asset Management, LLC History New 13,705 1,130 1.08% — 355 +13,705 New Q4 2025 Jan 30, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 13,404 1,105 0.18% 0.18% 356 0 0.0% Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Reduced 12,947 1,068 0.11% 0.11% 357 -236 -1.79% Q4 2025 Feb 11, 2026
GenTrust, LLC History No change 12,562 1,036 0.04% 0.05% 358 0 0.0% Q4 2025 Feb 02, 2026
Squire Investment Management Company, LLC History No change 12,506 1,031 0.31% 0.33% 359 0 0.0% Q4 2025 Jan 22, 2026
Legacy Capital Wealth Partners, LLC History Reduced 12,455 1,027 0.22% 0.23% 360 -652 -4.97% Q4 2025 Jan 16, 2026
SCS Capital Management LLC History Added to 12,358 1,019 0.01% 0.01% 361 +36 0.29% Q4 2025 Feb 10, 2026
Cambridge Financial Group, LLC History Added to 13,974 998 0.35% 0.36% 362 +34 0.24% Q4 2025 Jan 09, 2026
U.S. Capital Wealth Advisors, LLC History Added to 12,044 993 0.03% 0.02% 363 +1,111 10.16% Q4 2025 Jan 23, 2026
Ausdal Financial Partners, Inc. History Added to 11,971 987 0.05% 0.04% 364 +537 4.7% Q4 2025 Feb 13, 2026
Prentice Wealth Management LLC History Reduced 11,946 985 0.23% 0.24% 365 -242 -1.99% Q4 2025 Jan 30, 2026
Intrua Financial, LLC History Added to 11,784 972 0.1% 0.09% 366 +2,055 21.12% Q4 2025 Feb 05, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 11,607 957 0.79% 1.26% 368 -4,232 -26.72% Q4 2025 Feb 02, 2026
Prosperity Financial Group, Inc. History Reduced 11,608 957 0.34% 0.36% 367 -490 -4.05% Q4 2025 Jan 26, 2026
Goldstein Advisors, LLC History Reduced 11,386 939 0.11% 0.11% 369 -65 -0.57% Q4 2025 Feb 10, 2026
Napier Financial, LLC History New 11,376 938 0.23% — 371 +11,376 New Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 11,372 938 0.0% 0.0% 370 +277 2.5% Q4 2025 Jan 12, 2026
JANE STREET GROUP, LLC History Reduced 11,329 934 0.0% 0.0% 372 -670 -5.58% Q4 2025 Feb 12, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 11,135 918 0.15% 0.15% 373 -55 -0.49% Q4 2025 Feb 04, 2026
NORTHERN TRUST CORP History No change 11,033 910 0.0% 0.0% 374 0 0.0% Q4 2025 Feb 17, 2026
Ridgeline Wealth Planning, LLC History No change 10,879 897 0.64% 0.66% 375 0 0.0% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 10,851 895 0.03% 0.04% 376 -4,269 -28.23% Q4 2025 Jan 09, 2026
Ameritas Investment Partners, Inc. History Reduced 10,606 875 0.03% 0.03% 377 -168 -1.56% Q4 2025 Feb 11, 2026
Krilogy Financial LLC History Reduced 10,398 874 0.03% 0.03% 378 -57 -0.55% Q4 2025 Jan 27, 2026
GERMAN AMERICAN BANCORP, INC. History No change 10,525 868 0.07% 0.07% 379 0 0.0% Q4 2025 Feb 17, 2026
Gibson Wealth Advisors LLC History No change 10,500 866 0.59% 0.6% 380 0 0.0% Q4 2025 Jan 13, 2026
Texas Yale Capital Corp. History No change 10,446 861 0.03% 0.03% 381 0 0.0% Q4 2025 Feb 10, 2026
Vertex Planning Partners, LLC History Reduced 10,319 851 0.2% 0.16% 382 -182 -1.73% Q4 2025 Feb 17, 2026
TFB Advisors LLC History Added to 10,304 850 0.24% 0.24% 383 +187 1.85% Q4 2025 Feb 13, 2026
Nikulski Financial, Inc. History Reduced 10,212 842 0.2% 0.24% 384 -1,723 -14.44% Q4 2025 Jan 15, 2026
Coppell Advisory Solutions LLC History Added to 10,128 841 0.08% 0.08% 385 +1,098 12.16% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 10,178 840 0.02% 0.02% 386 +1,718 20.31% Q4 2025 Feb 12, 2026
OLIO Financial Planning History No change 10,142 836 0.23% 0.24% 387 0 0.0% Q4 2025 Jan 21, 2026
M Holdings Securities, Inc. History New 10,079 832 0.06% — 388 +10,079 New Q4 2025 Feb 11, 2026
Darrow Company, Inc. History Added to 9,937 819 0.37% 0.37% 389 +3 0.03% Q4 2025 Jan 27, 2026
Koshinski Asset Management, Inc. History Added to 9,897 816 0.05% 0.05% 390 +234 2.42% Q4 2025 Feb 03, 2026
Peirce Capital Management, LLC History No change 9,842 811 0.32% 0.33% 391 0 0.0% Q4 2025 Feb 06, 2026
Clark Capital Management Group, Inc. History Reduced 9,787 807 0.0% 0.01% 392 -4,137 -29.71% Q4 2025 Feb 17, 2026
Indivisible Partners History New 9,685 799 0.09% — 393 +9,685 New Q4 2025 Feb 03, 2026
Independent Wealth Network Inc. History Added to 9,599 791 0.24% 0.25% 394 +28 0.29% Q4 2025 Jan 26, 2026
Amicus Financial Advisors, LLC History New 9,582 790 0.22% — 396 +9,582 New Q4 2025 Mar 02, 2026
Arkadios Wealth Advisors History No change 9,584 790 0.02% 0.02% 395 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,564 789 0.0% 0.0% 397 -140 -1.44% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Added to 9,466 780 0.01% 0.01% 398 +407 4.49% Q4 2025 Feb 17, 2026
Center For Asset Management LLC History Reduced 9,415 776 0.41% 0.44% 399 -860 -8.37% Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History Added to 9,302 767 0.24% 0.65% 400 +1,099 13.4% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 8,988 741 0.0% 0.0% 401 +1,021 12.82% Q4 2025 Feb 11, 2026
Manhattan West Asset Management, LLC History Reduced 8,966 739 0.15% 0.16% 402 -212 -2.31% Q4 2025 Feb 02, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 8,937 737 0.34% — 403 +8,937 New Q4 2025 Feb 17, 2026
CacheTech Inc. History Reduced 8,920 735 0.14% 0.16% 404 -653 -6.82% Q4 2025 Feb 18, 2026
SlateStone Wealth, LLC History No change 8,805 726 0.06% 0.06% 405 0 0.0% Q4 2025 Feb 11, 2026
MBE Wealth Management, LLC History Reduced 8,759 722 0.3% 0.33% 406 -766 -8.04% Q4 2025 Jan 21, 2026
Stonebrook Private Inc. History Added to 8,722 719 0.15% 0.15% 407 +7 0.08% Q4 2025 Feb 11, 2026
CogentBlue Wealth Advisors, LLC History No change 8,666 714 0.49% 0.48% 408 0 0.0% Q4 2025 Jan 16, 2026
Barnes Wealth Management Group, Inc History Added to 8,643 713 0.38% 0.38% 409 +33 0.38% Q4 2025 Feb 24, 2026
Berger Financial Group, Inc History Reduced 8,629 711 0.04% 0.04% 410 -107 -1.22% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Reduced 8,575 707 0.02% 0.03% 411 -162 -1.85% Q4 2025 Jan 13, 2026
Arlington Trust Co LLC History Reduced 8,431 695 0.07% 0.15% 412 -1,950 -18.78% Q4 2025 Jan 30, 2026
Crusonia Wealth Advisors LLC History New 8,187 675 0.15% — 413 +8,187 New Q4 2025 Feb 18, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 8,180 674 0.08% 0.09% 414 -962 -10.52% Q4 2025 Jan 08, 2026
Strive Financial Group ,LLC History New 8,150 672 0.33% — 415 +8,150 New Q4 2025 Feb 18, 2026
Burns Matteson Capital Management, LLC History Reduced 8,110 669 0.23% 0.29% 416 -834 -9.32% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 7,930 654 0.01% 0.01% 417 +3,359 73.49% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 7,854 651 0.02% 0.01% 418 +5,256 202.31% Q4 2025 Feb 13, 2026
Vigilare Wealth Management History Added to 7,831 646 0.22% 0.21% 419 +241 3.18% Q4 2025 Jan 07, 2026
Stirlingshire Investments, Inc. History New 7,738 638 0.57% — 420 +7,738 New Q4 2025 Feb 11, 2026
RFG HOLDINGS, INC. History No change 7,703 635 0.16% 0.16% 421 0 0.0% Q4 2025 Jan 23, 2026
GSG Advisors LLC History Added to 7,673 633 0.16% 0.16% 422 +22 0.29% Q4 2025 Jan 08, 2026
JERICHO FINANCIAL, LLP History Reduced 7,649 631 0.38% 0.45% 424 -1,459 -16.02% Q4 2025 Jan 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 7,649 631 0.01% 0.01% 423 -1,146 -13.03% Q4 2025 Feb 10, 2026
Wise Wealth Partners History Added to 7,598 626 0.9% 0.93% 425 +3 0.04% Q4 2025 Jan 29, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 7,559 623 0.19% 0.19% 426 -120 -1.56% Q4 2025 Jan 20, 2026
COMERICA BANK History Reduced 7,436 613 0.0% 0.0% 427 -35 -0.47% Q4 2025 Jan 29, 2026
Destiny Wealth Partners, LLC History Reduced 7,280 612 0.07% 0.08% 428 -507 -6.51% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 7,400 610 0.0% 0.0% 429 -82,281 -91.75% Q4 2025 Feb 17, 2026
CHOREO, LLC History No change 7,317 608 0.01% 0.01% 430 0 0.0% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 7,344 605 0.01% 0.01% 431 -2,378 -24.46% Q4 2025 Jan 15, 2026
Echo Wealth Management, LLC History Reduced 7,219 595 0.35% 0.42% 432 -1,641 -18.52% Q4 2025 Jan 22, 2026
Stratos Wealth Advisors, LLC History Reduced 7,031 580 0.03% 0.03% 434 -624 -8.15% Q4 2025 Jan 20, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 7,042 580 0.01% 0.01% 433 +3 0.04% Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History Reduced 6,978 575 0.0% 0.0% 435 -5 -0.07% Q4 2025 Feb 11, 2026
SpringVest Wealth Management LLC History No change 6,946 573 0.4% 0.41% 436 0 0.0% Q4 2025 Jan 23, 2026
Successful Portfolios LLC History Added to 6,492 546 0.28% 0.3% 437 +61 0.95% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History No change 6,587 543 0.01% 0.01% 438 0 0.0% Q4 2025 Jan 21, 2026
Pasadena Private Wealth, LLC History No change 6,520 537 0.07% 0.08% 439 0 0.0% Q4 2025 Feb 10, 2026
Patten Group, Inc. History Reduced 6,454 532 0.1% 0.1% 440 -133 -2.02% Q4 2025 Jan 23, 2026
Glassman Wealth Services History No change 6,430 530 0.07% 0.07% 441 0 0.0% Q4 2025 Jan 28, 2026
Sigma Planning Corp History Reduced 6,387 526 0.01% 0.01% 442 -115 -1.77% Q4 2025 Jan 30, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 6,373 525 0.17% 0.18% 443 -199 -3.03% Q4 2025 Feb 17, 2026
AIFG Consultants Ltd. History Reduced 6,322 521 0.89% 1.16% 445 -1,844 -22.58% Q4 2025 Feb 04, 2026
Laraway Financial Advisors Inc History Added to 6,316 521 0.34% 0.29% 444 +1,077 20.56% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 6,268 517 0.0% 0.0% 446 -1,493 -19.24% Q4 2025 Feb 10, 2026
Goodman Financial Corp History Added to 6,231 514 0.1% 0.1% 447 +81 1.32% Q4 2025 Jan 08, 2026
Wiser Wealth Management, Inc History Reduced 6,207 512 0.11% 0.12% 448 -568 -8.38% Q4 2025 Jan 12, 2026
Crumly & Associates Inc. History No change 6,186 510 0.11% 0.11% 449 0 0.0% Q4 2025 Jan 14, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 6,106 508 0.26% 0.29% 450 -73 -1.18% Q4 2025 Jan 27, 2026
Graetz Wealth LLC History New 6,116 504 0.46% — 451 +6,116 New Q4 2025 Feb 12, 2026
Kelman-Lazarov, Inc. History Added to 6,086 502 0.07% 0.07% 452 +3 0.05% Q4 2025 Jan 26, 2026
RDA Financial Network History Reduced 6,074 501 0.12% 0.12% 453 -32 -0.52% Q4 2025 Jan 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 5,983 494 0.0% 0.0% 454 0 0.0% Q4 2025 Feb 17, 2026
SNS Financial Group, LLC History No change 5,875 484 0.04% 0.04% 455 0 0.0% Q4 2025 Feb 02, 2026
Intrepid Financial Planning Group LLC History Reduced 5,793 477 0.18% 0.18% 456 -51 -0.87% Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Group, Inc. History Added to 5,752 474 0.24% 0.24% 457 +6 0.1% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 5,735 473 0.0% 0.0% 458 +2,105 57.99% Q4 2025 Feb 12, 2026
Keystone Financial Group History Added to 5,737 473 0.03% 0.04% 459 +3 0.05% Q4 2025 Feb 06, 2026
One Wealth Map LLC History No change 5,594 471 0.24% 0.24% 460 0 0.0% Q4 2025 Feb 04, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 5,709 470 0.17% 0.17% 461 -79 -1.36% Q4 2025 Feb 06, 2026
Colonial River Investments, LLC History Reduced 5,680 468 0.17% 0.22% 462 -1,743 -23.48% Q4 2025 Feb 04, 2026
EverSource Wealth Advisors, LLC History Reduced 5,644 465 0.02% 0.02% 463 -1,469 -20.65% Q4 2025 Feb 06, 2026
Fusion Capital, LLC History Reduced 5,578 460 0.13% 0.14% 464 -221 -3.81% Q4 2025 Feb 04, 2026
Ridgeline Wealth, LLC History Added to 5,514 454 0.31% 0.33% 465 +20 0.36% Q4 2025 Jan 08, 2026
Raleigh Capital Management Inc. History Added to 5,459 450 0.16% 0.17% 466 +59 1.09% Q4 2025 Jan 21, 2026
Retirement Planning Group, LLC History Added to 5,445 449 0.01% 0.01% 467 +944 20.97% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History No change 5,454 449 0.01% 0.01% 468 0 0.0% Q4 2025 Feb 03, 2026
Vawter Financial, Ltd. History No change 5,431 448 0.19% 0.2% 469 0 0.0% Q4 2025 Feb 02, 2026
Partnership Wealth Management, LLC History Added to 5,422 447 0.32% 0.33% 470 +157 2.98% Q4 2025 Jan 09, 2026
Stone Wealth Partners History New 5,378 443 0.39% — 471 +5,378 New Q4 2025 Feb 24, 2026
Horst & Graben Wealth Management LLC History Reduced 5,380 443 0.07% 0.07% 472 -11 -0.2% Q4 2025 Jan 27, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 5,306 437 0.19% 0.2% 473 -184 -3.35% Q4 2025 Jan 29, 2026
Crew Capital Management, Ltd History Added to 5,275 435 0.27% 0.28% 474 +72 1.38% Q4 2025 Jan 16, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 5,276 435 0.21% 0.22% 475 -43 -0.81% Q4 2025 Jan 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 5,236 431 0.16% 0.17% 476 -40 -0.76% Q4 2025 Jan 08, 2026
Synergy Investment Management, LLC History Added to 5,201 429 0.15% 0.16% 477 +3 0.06% Q4 2025 Feb 06, 2026
Attessa Capital LLC History Reduced 5,181 427 0.23% 0.25% 479 -50 -0.96% Q4 2025 Jan 06, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 5,187 427 0.01% 0.01% 478 +27 0.52% Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 5,155 425 0.06% 0.07% 480 -640 -11.04% Q4 2025 Jan 23, 2026
WAYSTONE ADVISORS LLC History New 5,146 424 0.36% — 481 +5,146 New Q4 2025 Feb 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5,106 421 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 13, 2026
Seven Springs Wealth Group, LLC History No change 5,091 420 0.12% 0.1% 483 0 0.0% Q4 2025 Feb 10, 2026
Rockwood Wealth Management, LLC History Reduced 5,031 415 0.03% 0.04% 484 -1,766 -25.98% Q4 2025 Jan 29, 2026
Lloyd Advisory Services, LLC. History Added to 5,028 414 0.16% 0.15% 485 +1,171 30.36% Q4 2025 Feb 06, 2026
Invesco Ltd. History New 5,000 412 0.0% — 486 +5,000 New Q4 2025 Feb 19, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 4,963 409 0.11% 0.12% 487 -27 -0.54% Q4 2025 Feb 09, 2026
Post Resch Tallon Group Inc. History Added to 4,904 404 0.34% 0.35% 488 +45 0.93% Q4 2025 Jan 09, 2026
Diversify Advisory Services, LLC History Reduced 4,793 402 0.01% 0.01% 489 -73 -1.5% Q4 2025 Jan 23, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 4,862 401 0.16% 0.13% 490 -1,001 -17.07% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,859 400 0.01% 0.01% 491 -85 -1.72% Q4 2025 Feb 13, 2026
Wilson & Boucher Capital Management, LLC History No change 4,800 396 0.26% 0.25% 492 0 0.0% Q4 2025 Feb 05, 2026
Empowered Funds, LLC History New 4,796 395 0.01% — 493 +4,796 New Q4 2025 Feb 18, 2026
Trademark Financial Management, LLC History Added to 4,794 395 0.22% 0.18% 494 +968 25.3% Q4 2025 Jan 28, 2026
HRT FINANCIAL LP History Reduced 4,781 394 0.0% 0.02% 495 -48,287 -90.99% Q4 2025 Feb 12, 2026
Wedmont Private Capital History No change 4,676 390 0.01% 0.01% 496 0 0.0% Q4 2025 Jan 08, 2026
Outlook Wealth Advisors, LLC History Reduced 4,723 389 0.09% 0.1% 498 -147 -3.02% Q4 2025 Feb 11, 2026
Triumph Capital Management History Reduced 4,718 389 0.08% 0.1% 497 -11 -0.23% Q4 2025 Feb 12, 2026
Beaumont Financial Advisors, LLC History Added to 4,710 388 0.03% 0.03% 499 +13 0.28% Q4 2025 Jan 16, 2026
Adams Wealth Management History Reduced 4,666 384 0.08% 0.09% 500 -653 -12.28% Q4 2025 Feb 18, 2026
Gradient Capital Advisors, LLC History Reduced 4,615 380 0.1% 0.1% 501 -97 -2.06% Q4 2025 Feb 06, 2026
Summit Financial, LLC History New 4,562 376 0.01% — 502 +4,562 New Q4 2025 Feb 13, 2026
Sherman Wealth Management LLC History New 4,536 374 0.32% — 503 +4,536 New Q4 2025 Jan 15, 2026
Concurrent Investment Advisors, LLC History Added to 4,519 372 0.0% 0.01% 504 +499 12.41% Q4 2025 Jan 29, 2026
Broadway Wealth Solutions, Inc. History Reduced 4,509 371 0.2% 0.21% 505 -97 -2.11% Q4 2025 Jan 29, 2026
Quadcap Wealth Management, LLC History Reduced 4,487 370 0.04% 0.04% 506 -32 -0.71% Q4 2025 Jan 29, 2026
Beacon Capital Management, LLC History Reduced 4,415 364 0.06% 0.06% 508 -690 -13.52% Q4 2025 Feb 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,421 364 0.01% 0.01% 507 0 0.0% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History No change 4,304 355 0.0% 0.0% 509 0 0.0% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History No change 4,314 355 0.01% 0.01% 510 0 0.0% Q4 2025 Jan 23, 2026
Falcon Wealth Planning History Reduced 4,284 353 0.03% 0.03% 511 -20 -0.46% Q4 2025 Feb 03, 2026
Balance Wealth, LLC History New 4,268 352 0.11% — 512 +4,268 New Q4 2025 Jan 21, 2026
BCK Partners, Inc. History Reduced 4,242 349 0.19% 0.22% 513 -736 -14.79% Q4 2025 Jan 28, 2026
Johnson Bixby & Associates, LLC History Reduced 4,223 348 0.04% 0.04% 514 -42 -0.98% Q4 2025 Jan 14, 2026
HUB Investment Partners, LLC History Reduced 4,201 346 0.01% 0.02% 515 -2,161 -33.97% Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 4,192 345 0.02% 0.02% 516 -361 -7.93% Q4 2025 Feb 06, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 4,175 344 0.19% 0.19% 517 0 0.0% Q4 2025 Jan 22, 2026
Legacy Wealth Management, LLC / MS History Added to 4,155 342 0.09% 0.1% 519 +186 4.69% Q4 2025 Jan 05, 2026
IFP Advisors, Inc History Reduced 4,156 342 0.01% 0.01% 518 -92 -2.17% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History Reduced 4,029 332 0.01% 0.01% 520 -115 -2.78% Q4 2025 Feb 17, 2026
Balboa Wealth Partners History No change 4,000 330 0.05% 0.06% 521 0 0.0% Q4 2025 Jan 16, 2026
Core Wealth Management, Inc. History New 3,906 322 0.1% — 522 +3,906 New Q4 2025 Jan 28, 2026
Gambit Capital Management, LLC History New 3,899 321 0.23% — 523 +3,899 New Q4 2025 Feb 06, 2026
Orin Green Financial, LLC History No change 3,890 320 0.13% 0.13% 524 0 0.0% Q4 2025 Feb 06, 2026
Capital Investment Advisors, LLC History Reduced 3,870 319 0.0% 0.01% 525 -5,441 -58.44% Q4 2025 Jan 13, 2026
First Heartland Consultants, Inc. History Added to 3,832 316 0.02% 0.02% 526 +1 0.03% Q4 2025 Jan 09, 2026
Efficient Advisors, LLC History New 3,821 315 0.02% — 529 +3,821 New Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 5,656 315 0.01% 0.01% 527 +75 1.34% Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History No change 3,819 315 0.02% 0.02% 528 0 0.0% Q4 2025 Feb 10, 2026
Brewster Financial Planning LLC History No change 3,821 315 0.19% 0.19% 530 0 0.0% Q4 2025 Jan 14, 2026
PARAGON FINANCIAL PARTNERS, INC. History Reduced 3,813 314 0.19% 0.21% 531 -290 -7.07% Q4 2025 Jan 21, 2026
OMNI 360 Wealth, Inc. History Reduced 3,684 308 0.16% 0.21% 532 -861 -18.94% Q4 2025 Jan 29, 2026
Midwest Trust Co History New 3,726 307 0.0% — 534 +3,726 New Q4 2025 Feb 04, 2026
Range Financial Group LLC History Added to 3,730 307 0.11% 0.1% 533 +218 6.21% Q4 2025 Jan 15, 2026
Future Financial Wealth Managment LLC History Reduced 3,679 302 0.2% 0.19% 535 -8 -0.22% Q4 2025 Jan 21, 2026
Accurate Wealth Management, LLC History Added to 3,580 301 0.04% 0.03% 537 +836 30.47% Q4 2025 Jan 14, 2026
Emergent Wealth Advisors, LLC History Added to 3,659 301 0.17% 0.17% 536 +22 0.6% Q4 2025 Jan 14, 2026
Kilter Group LLC History Added to 3,631 299 0.13% 0.14% 538 +10 0.28% Q4 2025 Feb 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 3,606 297 0.03% 0.03% 539 0 0.0% Q4 2025 Feb 09, 2026
Formidable Asset Management, LLC History No change 3,672 296 0.04% 0.04% 540 0 0.0% Q4 2025 Jan 16, 2026
One Wealth Advisors, LLC History No change 3,596 296 0.04% 0.04% 541 0 0.0% Q4 2025 Feb 02, 2026
Focused Wealth Management, Inc History Reduced 3,583 295 0.03% 0.03% 542 -150 -4.02% Q4 2025 Jan 29, 2026
F/m Investments LLC History No change 3,582 295 0.01% 0.01% 543 0 0.0% Q4 2025 Feb 03, 2026
Intelligence Driven Advisers, LLC History Reduced 3,540 292 0.04% 0.04% 544 -46 -1.28% Q4 2025 Jan 23, 2026
KPP Advisory Services LLC History Reduced 3,527 290 0.04% 0.04% 545 -237 -6.3% Q4 2025 Feb 02, 2026
FSA Advisors, Inc. History New 3,443 289 0.2% — 547 +3,443 New Q4 2025 Feb 02, 2026
Aspen Wealth Management LLC History Added to 3,515 289 0.06% 0.06% 546 +1 0.03% Q4 2025 Jan 05, 2026
Pine Valley Investments Ltd Liability Co History No change 3,510 289 0.01% 0.01% 548 0 0.0% Q4 2025 Feb 13, 2026
McNaughton Wealth Management, LLC History Reduced 3,435 283 0.12% 0.12% 550 -4 -0.12% Q4 2025 Jan 12, 2026
CRA Financial Services, LLC History Added to 3,440 283 0.04% 0.04% 549 +1 0.03% Q4 2025 Jan 16, 2026
XY Planning Network, Inc. History New 3,418 281 0.05% — 552 +3,418 New Q4 2025 Jan 26, 2026
Richard P Slaughter Associates Inc History Reduced 3,416 281 0.06% 0.06% 551 -126 -3.56% Q4 2025 Jan 12, 2026
Kestra Investment Management, LLC History Reduced 3,377 278 0.01% 0.01% 553 -148 -4.2% Q4 2025 Feb 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,363 277 0.0% 0.0% 554 +321 10.55% Q4 2025 Feb 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 3,300 272 0.09% 0.07% 555 +653 24.67% Q4 2025 Jan 12, 2026
Buska Wealth Management, LLC History No change 3,278 270 0.1% 0.08% 556 0 0.0% Q4 2025 Jan 22, 2026
TRUE Private Wealth Advisors History Added to 3,260 268 0.03% 0.03% 557 +5 0.15% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,228 266 0.03% 0.03% 558 0 0.0% Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Reduced 3,217 265 0.19% 0.18% 559 -17 -0.53% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 3,205 264 0.0% 0.0% 560 -50 -1.54% Q4 2025 Feb 10, 2026
WORLD EQUITY GROUP, INC. History Reduced 3,197 263 0.07% 0.07% 561 -524 -14.08% Q4 2025 Jan 12, 2026
Red Door Wealth Management, LLC History Added to 3,190 263 0.03% 0.03% 562 +10 0.31% Q4 2025 Jan 20, 2026
Meridian Wealth Management, LLC History Added to 3,176 262 0.01% 0.01% 563 +494 18.42% Q4 2025 Feb 04, 2026
Kaufman Rossin Wealth, LLC History No change 3,177 262 0.14% 0.14% 564 0 0.0% Q4 2025 Jan 14, 2026
TWO SIGMA SECURITIES, LLC History Reduced 3,163 260 0.04% 0.04% 565 -178 -5.33% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 3,134 258 0.01% 0.01% 566 +6 0.19% Q4 2025 Feb 03, 2026
Advisor Resource Council History New 3,052 257 0.09% — 567 +3,052 New Q4 2025 Feb 10, 2026
CX Institutional History Reduced 3,064 253 0.01% 0.01% 568 -658 -17.68% Q4 2025 Feb 02, 2026
VANGUARD GROUP INC History New 3,019 249 0.0% — 569 +3,019 New Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History No change 3,030 249 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 2,997 247 0.0% 0.0% 572 +720 31.62% Q4 2025 Feb 12, 2026
BOKF, NA History No change 3,000 247 0.0% 0.0% 571 0 0.0% Q4 2025 Feb 03, 2026
SMI Advisory Services, LLC History Reduced 2,926 246 0.04% 0.05% 573 -519 -15.07% Q4 2025 Jan 13, 2026
Sightline Wealth Advisors, LLC History Reduced 2,942 242 0.1% 0.2% 574 -2,535 -46.28% Q4 2025 Jan 26, 2026
Trevian Wealth Management LLC History No change 2,927 241 0.11% 0.13% 575 0 0.0% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Added to 2,910 240 0.0% 0.0% 576 +1,197 69.88% Q4 2025 Feb 17, 2026
Opes Wealth Management LLC History No change 3,027 239 0.04% 0.04% 577 0 0.0% Q4 2025 Feb 02, 2026
COOKSON PEIRCE & CO INC History No change 2,890 238 0.01% 0.01% 578 0 0.0% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Added to 2,879 237 0.0% 0.0% 579 +402 16.23% Q4 2025 Jan 30, 2026
Atala Financial Inc History New 1,710 235 0.15% — 581 +1,710 New Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History No change 2,856 235 0.0% 0.0% 580 0 0.0% Q4 2025 Jan 28, 2026
COMMERCE BANK History No change 2,821 232 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 13, 2026
HBE Wealth Management, LLC History New 2,800 231 0.22% — 584 +2,800 New Q4 2025 Jan 20, 2026
Parisi Gray Wealth Management History Added to 2,804 231 0.05% 0.06% 583 +17 0.61% Q4 2025 Jan 07, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 2,778 229 0.03% 0.03% 586 -102 -3.54% Q4 2025 Jan 15, 2026
Horizon Wealth Management, LLC History No change 2,776 229 0.04% 0.03% 585 0 0.0% Q4 2025 Feb 04, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History New 2,750 226 0.03% — 588 +2,750 New Q4 2025 Jan 21, 2026
MONTAG A & ASSOCIATES INC History Added to 2,750 226 0.01% 0.01% 587 +994 56.61% Q4 2025 Feb 02, 2026
MBM WEALTH CONSULTANTS, LLC History No change 2,716 224 0.05% 0.05% 589 0 0.0% Q4 2025 Jan 26, 2026
Hoese & Co LLP History No change 2,721 224 0.16% 0.17% 590 0 0.0% Q4 2025 Jan 14, 2026
Plus Group Wealth Advisors LLC History New 2,714 223 0.25% — 591 +2,714 New Q4 2025 Feb 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,602 214 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 2,576 212 0.01% — 594 +2,576 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 2,576 212 0.01% 0.02% 593 -2,488 -49.13% Q4 2025 Feb 17, 2026
QUARRY HILL ADVISORS, LLC History No change 2,545 209 0.1% 0.11% 595 0 0.0% Q4 2025 Jan 26, 2026
Savvy Advisors, Inc. History New 2,522 208 0.01% — 596 +2,522 New Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History No change 2,520 207 0.02% 0.02% 597 0 0.0% Q4 2025 Jan 29, 2026
Truepoint, Inc. History Reduced 2,491 205 0.0% 0.01% 598 -3,000 -54.63% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History No change 2,486 205 0.01% 0.01% 599 0 0.0% Q4 2025 Feb 20, 2026
JNBA Financial Advisors History Reduced 2,478 204 0.02% 0.02% 600 -11 -0.44% Q4 2025 Jan 26, 2026
Alchemi Wealth, LLC History New 2,465 203 0.11% — 601 +2,465 New Q4 2025 Feb 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 2,431 200 0.0% 0.0% 602 -347 -12.49% Q4 2025 Jan 09, 2026
Arax Advisory Partners History New 2,354 194 0.01% — 603 +2,354 New Q4 2025 Feb 13, 2026
MAI Capital Management History No change 2,308 190 0.0% 0.0% 604 0 0.0% Q4 2025 Feb 13, 2026
ATWOOD & PALMER INC History No change 2,298 189 0.01% 0.01% 605 0 0.0% Q4 2025 Jan 28, 2026
Longview Financial Advisors LLC History No change 2,239 184 0.1% 0.1% 606 0 0.0% Q4 2025 Jan 14, 2026
Prestige Wealth Management Group LLC History Reduced 2,199 181 0.03% 0.04% 607 -300 -12.0% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 2,071 170 0.0% 0.0% 608 +1 0.05% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,034 168 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 09, 2026
Copia Wealth Management History Reduced 2,005 165 0.12% 0.12% 610 -44 -2.15% Q4 2025 Feb 06, 2026
Sherman Asset Management, Inc. History No change 1,973 162 0.14% 0.14% 611 0 0.0% Q4 2025 Feb 05, 2026
Capital Investment Advisory Services, LLC History Added to 1,944 160 0.01% 0.01% 612 +951 95.77% Q4 2025 Jan 21, 2026
Sankala Group LLC History New 1,884 157 0.13% — 613 +1,884 New Q4 2025 Mar 02, 2026
AMERIFLEX GROUP, INC. History New 1,810 149 0.08% — 614 +1,810 New Q4 2025 Feb 18, 2026
GLENMEDE TRUST CO NA History New 1,789 147 0.0% — 615 +1,789 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History No change 1,576 130 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 02, 2026
Cherry Tree Wealth Management, LLC History No change 1,529 126 0.03% 0.03% 617 0 0.0% Q4 2025 Feb 10, 2026
Global Trust Asset Management, LLC History No change 1,507 124 0.05% 0.05% 618 0 0.0% Q4 2025 Jan 20, 2026
SHP Wealth Management History New 1,484 122 0.01% — 619 +1,484 New Q4 2025 Mar 04, 2026
CIBC Private Wealth Group LLC History Added to 1,467 121 0.0% 0.0% 620 +18 1.24% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 1,466 120 0.0% 0.0% 621 -854 -36.81% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 1,430 118 0.0% 0.0% 622 +82 6.08% Q4 2025 Feb 05, 2026
Signature Equity Partners, LLC History New 1,370 113 0.06% — 623 +1,370 New Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History No change 1,112 91 0.01% 0.01% 624 0 0.0% Q4 2025 Feb 05, 2026
WealthCollab, LLC History No change 1,106 91 0.04% 0.04% 625 0 0.0% Q4 2025 Jan 27, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 1,095 90 0.04% 0.04% 626 0 0.0% Q4 2025 Jan 26, 2026
Keating Financial Advisory Services, Inc. History New 1,058 87 0.01% — 628 +1,058 New Q4 2025 Feb 09, 2026
Tidemark, LLC History Reduced 1,064 87 0.02% 0.03% 627 -54 -4.83% Q4 2025 Feb 10, 2026
Compass Financial Services Inc History Added to 1,051 86 0.04% 0.04% 630 +3 0.29% Q4 2025 Feb 27, 2026
HOWE & RUSLING INC History No change 1,052 86 0.01% 0.01% 629 0 0.0% Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History No change 976 80 0.01% 0.01% 631 0 0.0% Q4 2025 Jan 20, 2026
Wealth Enhancement Trust Services, Inc. History New 915 75 0.01% — 632 +915 New Q4 2025 Jan 27, 2026
Quest 10 Wealth Builders, Inc. History Reduced 903 74 0.07% 0.07% 633 -12 -1.31% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History New 875 72 0.0% — 634 +875 New Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History New 829 68 0.01% — 635 +829 New Q4 2025 Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 826 68 0.02% 0.04% 636 +4 0.49% Q4 2025 Jan 22, 2026
Russell Investments Group, Ltd. History Reduced 794 65 0.0% 0.0% 637 -19 -2.34% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Reduced 781 64 0.01% 0.01% 639 -46 -5.56% Q4 2025 Jan 22, 2026
North Star Investment Management Corp. History Added to 782 64 0.0% 0.0% 638 +2 0.26% Q4 2025 Jan 30, 2026
Newbridge Financial Services Group, Inc. History No change 740 61 0.01% 0.01% 640 0 0.0% Q4 2025 Jan 21, 2026
Crews Bank & Trust History Added to 712 58 0.01% 0.0% 641 +589 478.86% Q4 2025 Jan 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 609 50 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 20, 2026
Ancora Advisors LLC History No change 584 48 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 17, 2026
MCF Advisors LLC History New 576 47 0.0% — 644 +576 New Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History Added to 576 47 0.02% 0.0% 646 +522 966.67% Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 570 47 0.0% 0.0% 645 +1 0.18% Q4 2025 Jan 14, 2026
Concord Wealth Partners History No change 552 45 0.01% 0.01% 647 0 0.0% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 497 41 0.0% — 648 +497 New Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 500 41 0.0% 0.0% 649 0 0.0% Q4 2025 Feb 03, 2026
MGB Wealth Management, LLC History No change 500 41 0.01% 0.01% 650 0 0.0% Q4 2025 Feb 17, 2026
First Pacific Financial History New 495 40 0.01% — 652 +495 New Q4 2025 Jan 16, 2026
Timmons Wealth Management, LLC History New 489 40 0.04% — 654 +489 New Q4 2025 Feb 12, 2026
Paladin Advisory Group, LLC History Reduced 486 40 0.03% 0.03% 653 -52 -9.67% Q4 2025 Jan 21, 2026
GHP Investment Advisors, Inc. History Added to 491 40 0.0% 0.0% 651 +1 0.2% Q4 2025 Jan 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 483 39 0.01% 0.01% 655 0 0.0% Q4 2025 Jan 20, 2026
FAS Wealth Partners, Inc. History No change 451 37 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 18, 2026
Global Wealth Strategies & Associates History No change 437 36 0.01% 0.01% 657 0 0.0% Q4 2025 Jan 02, 2026
Kohmann Bosshard Financial Services, LLC History New 426 35 0.0% — 658 +426 New Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History New 423 35 0.0% — 659 +423 New Q4 2025 Feb 13, 2026
Anfield Capital Management, LLC History Added to 422 34 0.01% 0.01% 660 +1 0.24% Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History New 395 32 0.01% — 662 +395 New Q4 2025 Feb 06, 2026
Operose Advisors LLC History No change 392 32 0.01% 0.01% 661 0 0.0% Q4 2025 Feb 10, 2026
ORG Partners LLC History New 360 29 0.01% — 664 +360 New Q4 2025 Jan 14, 2026
Security National Bank History New 353 29 0.0% — 663 +353 New Q4 2025 Feb 05, 2026
Topsail Wealth Management, LLC History No change 355 29 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 04, 2026
Aventus Investment Advisors, Inc. History No change 341 28 0.02% 0.02% 666 0 0.0% Q4 2025 Jan 14, 2026
GPS Wealth Strategies Group, LLC History Reduced 327 26 0.02% 0.04% 667 -4,361 -93.02% Q4 2025 Feb 06, 2026
GGM Financials LLC History Added to 324 26 0.01% 0.01% 668 +1 0.31% Q4 2025 Feb 04, 2026
Nova Wealth Management, Inc. History No change 327 26 0.02% 0.02% 669 0 0.0% Q4 2025 Jan 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 304 25 0.01% 0.01% 670 0 0.0% Q4 2025 Jan 30, 2026
Washington Trust Advisors, Inc. History No change 289 23 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 03, 2026
Measured Wealth Private Client Group, LLC History No change 276 22 0.01% 0.01% 672 0 0.0% Q4 2025 Feb 10, 2026
Abound Wealth Management History No change 271 22 0.01% 0.01% 673 0 0.0% Q4 2025 Jan 12, 2026
SageView Advisory Group, LLC History New 263 21 0.0% — 674 +263 New Q4 2025 Feb 17, 2026
Coston, McIsaac & Partners History No change 262 21 0.0% 0.01% 675 0 0.0% Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 262 21 0.0% 0.0% 676 0 0.0% Q4 2025 Jan 22, 2026
Bogart Wealth, LLC History No change 236 19 0.0% 0.0% 677 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Management Group, LLC History No change 231 19 0.01% 0.0% 678 0 0.0% Q4 2025 Jan 23, 2026
IMG Wealth Management, Inc. History No change 239 19 0.01% 0.01% 679 0 0.0% Q4 2025 Feb 05, 2026
Woodside Wealth Management LLC History No change 242 19 0.01% 0.01% 680 0 0.0% Q4 2025 Jan 30, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 213 17 0.0% 0.0% 681 0 0.0% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History No change 212 17 0.0% 0.0% 682 0 0.0% Q4 2025 Jan 05, 2026
FINANCIAL CONSULATE, INC History No change 194 16 0.0% 0.0% 683 0 0.0% Q4 2025 Jan 22, 2026
Meramec Financial Planners, LLC History New 175 14 0.01% — 684 +175 New Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 166 13 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History No change 167 13 0.0% 0.0% 686 0 0.0% Q4 2025 Jan 20, 2026
TSFG, LLC History No change 155 13 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 04, 2026
Caldwell Trust Co History No change 150 12 0.0% 0.0% 688 0 0.0% Q4 2025 Jan 30, 2026
EASTERN BANK History New 135 11 0.0% — 690 +135 New Q4 2025 Jan 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History New 130 11 0.0% — 689 +130 New Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 139 11 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 14, 2026
Blue Trust, Inc. History No change 145 11 0.0% 0.0% 692 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 124 10 0.0% — 693 +124 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 128 10 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 100 8 0.0% 0.0% 695 -48 -32.43% Q4 2025 Jan 14, 2026
Golden State Wealth Management, LLC History Reduced 96 8 0.0% 0.0% 698 -27 -21.95% Q4 2025 Feb 13, 2026
Tower View Wealth Management LLC History Added to 102 8 0.0% 0.0% 697 +1 0.99% Q4 2025 Jan 23, 2026
Oakworth Capital, Inc. History No change 106 8 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 30, 2026
Wagner Wealth Management, LLC History New 94 7 0.0% — 699 +94 New Q4 2025 Jan 30, 2026
RAELIPSKIE PARTNERSHIP History Reduced 75 6 0.0% 0.01% 702 -117 -60.94% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History No change 74 6 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 12, 2026
Orion Capital Management LLC History No change 80 6 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 03, 2026
IFC & Insurance Marketing, Inc. History New 64 5 0.0% — 704 +64 New Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History No change 69 5 0.0% 0.0% 703 0 0.0% Q4 2025 Jan 23, 2026
Bay Harbor Wealth Management, LLC History New 56 4 0.0% — 708 +56 New Q4 2025 Feb 02, 2026
HOEY INVESTMENTS, INC History New 56 4 0.0% — 709 +56 New Q4 2025 Jan 28, 2026
Crewe Advisors LLC History New 55 4 0.0% — 706 +55 New Q4 2025 Jan 16, 2026
Key FInancial Inc History New 55 4 0.0% — 710 +55 New Q4 2025 Feb 09, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History New 50 4 0.0% — 705 +50 New Q4 2025 Jan 23, 2026
Merited Wealth, LLC History New 50 4 0.0% — 712 +50 New Q4 2025 Mar 26, 2026
Sound Income Strategies, LLC History No change 50 4 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 21, 2026
1620 INVESTMENT ADVISORS, INC. History No change 55 4 0.0% 0.0% 711 0 0.0% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Added to 48 3 0.0% 0.0% 714 +21 77.78% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History No change 47 3 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 10, 2026
Networth Advisors, LLC History New 32 2 0.0% — 716 +32 New Q4 2025 Jan 22, 2026
Darwin Wealth Management, LLC History No change 30 2 0.0% 0.0% 715 0 0.0% Q4 2025 Jan 22, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 13 1 0.0% — 718 +13 New Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 22 1 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History No change 21 1 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 27, 2026
Financial Management Professionals, Inc. History Closed out 0 0 — 0.95% — -113,557 -100.0% Q3 2025 Oct 15, 2025
CITIGROUP INC History Closed out 0 0 — 0.0% — -43,260 -100.0% Q3 2025 Nov 10, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.28% — -27,976 -100.0% Q3 2025 Oct 31, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.08% — -24,784 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.07% — -23,259 -100.0% Q3 2025 Nov 14, 2025
SENTINEL TRUST CO LBA History Closed out 0 0 — 0.15% — -17,748 -100.0% Q3 2025 Nov 04, 2025
VCI Wealth Management LLC History Closed out 0 0 — 0.41% — -16,804 -100.0% Q3 2025 Oct 16, 2025
GREENLEAF TRUST History Closed out 0 0 — 0.01% — -13,192 -100.0% Q3 2025 Oct 22, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.03% — -13,134 -100.0% Q3 2025 Nov 14, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 — 0.07% — -11,156 -100.0% Q3 2025 Oct 20, 2025
Constant Guidance Financial LLC History Closed out 0 0 — 0.42% — -6,492 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,262 -100.0% Q3 2025 Oct 14, 2025
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -5,260 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.02% — -4,686 -100.0% Q3 2025 Oct 21, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -4,362 -100.0% Q3 2025 Nov 14, 2025
Total Wealth Planning, LLC History Closed out 0 0 — 0.04% — -3,879 -100.0% Q3 2025 Oct 17, 2025
Brooklyn Investment Group History Closed out 0 0 — 0.04% — -3,827 -100.0% Q3 2025 Nov 14, 2025
AVISO WEALTH MANAGEMENT History Closed out 0 0 — 0.11% — -3,020 -100.0% Q3 2025 Nov 14, 2025
First National Advisers, LLC History Closed out 0 0 — 0.03% — -2,838 -100.0% Q3 2025 Oct 28, 2025
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Closed out 0 0 — 0.18% — -2,681 -100.0% Q3 2025 Nov 14, 2025
Flagship Private Wealth, LLC History Closed out 0 0 — 0.09% — -2,680 -100.0% Q3 2025 Nov 03, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.05% — -2,675 -100.0% Q3 2025 Oct 17, 2025
Compass Ion Advisors, LLC History Closed out 0 0 — 0.02% — -2,664 -100.0% Q3 2025 Oct 29, 2025
Prospera Financial Services Inc History Closed out 0 0 — 0.0% — -2,525 -100.0% Q3 2025 Nov 06, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -913 -100.0% Q3 2025 Oct 07, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -340 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -198 -100.0% Q3 2025 Nov 12, 2025
SYM FINANCIAL Corp History Closed out 0 0 — 0.0% — -173 -100.0% Q3 2025 Nov 03, 2025
Clayton Financial Group LLC History Closed out 0 0 — 0.01% — -115 -100.0% Q3 2025 Oct 15, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.02% — -107 -100.0% Q3 2025 Nov 17, 2025
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -69 -100.0% Q3 2025 Nov 13, 2025
BARRETT & COMPANY, INC. History New 12 0 — — — +12 New Q4 2025 Jan 28, 2026
Advocate Investing Services LLC History New 7 0 — — — +7 New Q4 2025 Feb 12, 2026
Ironwood Wealth Management, LLC. History New 5 0 — — — +5 New Q4 2025 Feb 02, 2026
Benson Wealth Management INC History New 2 0 — — — +2 New Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2025 Nov 12, 2025
EPG Wealth Management LLC History No change 8 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
REDMONT WEALTH ADVISORS LLC History No change 8 0 — — — 0 0.0% Q4 2025 Feb 06, 2026