SPDR SERIES TRUST - SPYG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 333 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
LPL Financial LLC History Added to 40,220,777 4,291,556 1.17% 1.19% 1 +1,042,128 2.66% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 17,287,655 1,844,592 3.49% 3.59% 2 -705,297 -3.92% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 16,219,528 1,730,623 0.1% 0.05% 3 +7,939,766 95.89% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 14,387,316 1,535,126 0.19% 0.18% 4 +159,304 1.12% Q4 2025 Mar 25, 2026
Allworth Financial LP History New 12,384,946 1,321,473 5.41% — 5 +12,384,946 New Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 11,183,332 1,193,261 0.35% 0.33% 6 +200,994 1.83% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 10,307,593 1,098,955 0.25% 0.24% 7 +392,991 3.96% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 5,768,335 615,481 0.04% 0.03% 8 +258,138 4.68% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Added to 5,389,258 575,033 7.28% 7.33% 9 +52,598 0.99% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History Reduced 4,910,340 523,933 3.58% 4.03% 10 -332,630 -6.34% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 4,661,198 497,349 6.13% 6.27% 11 +16,182 0.35% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Added to 4,781,932 489,308 3.16% 3.25% 12 +12,568 0.26% Q4 2025 Jan 28, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 4,440,041 473,752 3.81% 3.83% 13 -47,972 -1.07% Q4 2025 Jan 27, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,030,332 430,036 0.13% 0.13% 14 +60,096 1.51% Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,018,317 428,754 0.03% 0.02% 15 +638,185 18.88% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Added to 3,835,955 409,296 4.02% 5.13% 16 +162,192 4.41% Q4 2025 Feb 10, 2026
Orgel Wealth Management, LLC History Reduced 3,690,972 393,826 8.69% 9.13% 17 -137,421 -3.59% Q4 2025 Jan 07, 2026
Quotient Wealth Partners, LLC History Added to 3,688,225 393,533 10.47% 10.1% 18 +159,725 4.53% Q4 2025 Jan 22, 2026
UBS Group AG History Reduced 3,598,407 383,950 0.06% 0.07% 19 -649,748 -15.29% Q4 2025 Jan 29, 2026
Advisory Alpha, LLC History Reduced 3,498,263 373,270 10.16% 10.36% 20 -39,818 -1.13% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Reduced 3,098,659 330,626 0.36% 0.39% 21 -97,256 -3.04% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,944,495 314,177 0.06% 0.06% 22 -32,462 -1.09% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 2,942,685 313,984 1.8% 2.01% 23 -67,734 -2.25% Q4 2025 Jan 26, 2026
CWM, LLC History Added to 2,843,217 303,371 0.82% 0.87% 24 +69,065 2.49% Q4 2025 Jan 26, 2026
Willis Johnson & Associates, Inc. History Added to 2,687,977 286,807 17.67% 16.59% 25 +122,190 4.76% Q4 2025 Jan 22, 2026
TRUIST FINANCIAL CORP History Added to 2,662,065 284,042 0.38% 0.34% 26 +252,327 10.47% Q4 2025 Feb 02, 2026
Kestra Investment Management, LLC History Added to 2,615,739 279,099 6.83% 6.58% 27 +269,602 11.49% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 2,489,039 265,580 0.04% — 28 +2,489,039 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 2,423,328 258,589 0.38% 0.36% 29 -153,452 -5.96% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 2,378,570 253,793 0.28% 0.28% 30 +5,487 0.23% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Added to 2,176,695 232,253 1.09% 1.06% 31 +108,045 5.22% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 2,095,412 223,580 3.77% 4.03% 32 -37,780 -1.77% Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History Added to 1,942,123 207,224 9.01% 8.7% 33 +67,062 3.58% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History Reduced 1,845,611 196,926 2.09% 2.16% 34 -52,772 -2.78% Q4 2025 Feb 10, 2026
FMR LLC History Reduced 1,837,377 196,048 0.01% 0.01% 35 -14,877 -0.8% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,732,133 184,818 0.44% 0.52% 36 -306,653 -15.04% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 1,729,269 184,514 0.17% 0.1% 37 +673,790 63.84% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,625,592 173,450 0.23% 0.22% 38 +5,714 0.35% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 1,521,672 162,362 0.92% 1.0% 39 -58,365 -3.69% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Added to 1,507,349 160,834 2.32% 2.21% 40 +120,734 8.71% Q4 2025 Feb 09, 2026
Mariner, LLC History Added to 1,502,485 160,315 0.19% 0.18% 41 +171,402 12.88% Q4 2025 Feb 13, 2026
Syntegra Private Wealth Group, LLC History Added to 1,473,080 157,177 14.43% 12.81% 42 +173,361 13.34% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Reduced 1,466,667 156,493 5.46% 5.78% 43 -55,886 -3.67% Q4 2025 Jan 13, 2026
Focused Wealth Management, Inc History Added to 1,460,801 155,867 16.28% 16.0% 44 +22,459 1.56% Q4 2025 Jan 29, 2026
AlphaStar Capital Management, LLC History Added to 1,356,785 144,768 10.62% 9.92% 45 +255,660 23.22% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Added to 1,342,569 143,253 1.59% 0.87% 46 +602,485 81.41% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,263,714 134,838 0.09% 0.09% 47 -78,717 -5.86% Q4 2025 Feb 10, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,255,269 133,937 2.23% 2.19% 48 +31,526 2.58% Q4 2025 Jan 28, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,204,708 129,482 0.16% 0.15% 49 -32,962 -2.66% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 1,186,882 128,301 5.98% 3.76% 50 +586,645 97.74% Q4 2025 Feb 03, 2026
FIRST NATIONAL TRUST CO History Reduced 1,172,094 125,062 4.17% 4.21% 51 -2,558 -0.22% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 1,105,609 117,968 0.29% 0.28% 52 +84,989 8.33% Q4 2025 Feb 13, 2026
Octavia Wealth Advisors, LLC History Added to 1,104,283 117,827 11.25% 10.89% 53 +57,478 5.49% Q4 2025 Jan 23, 2026
Clark Capital Management Group, Inc. History Reduced 997,415 106,424 0.65% 0.67% 54 -18,869 -1.86% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 994,160 106,076 0.81% 0.8% 55 +90,614 10.03% Q4 2025 Jan 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 983,706 104,961 1.59% 1.63% 56 -4,144 -0.42% Q4 2025 Jan 22, 2026
KWB Wealth History Reduced 982,199 104,800 9.93% 10.87% 57 -49,709 -4.82% Q4 2025 Jan 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 969,914 103,489 6.1% 6.2% 58 +97,973 11.24% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 929,551 99,183 0.8% 0.85% 59 +115,303 14.16% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 885,327 93,844 0.13% 0.14% 60 +59,711 7.23% Q4 2025 Mar 09, 2026
Black Swift Group, LLC History Added to 813,751 93,688 15.62% 14.87% 61 +6,288 0.78% Q4 2025 Feb 10, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 869,548 92,780 7.11% 8.38% 62 +69,554 8.69% Q4 2025 Jan 27, 2026
Compton Financial Group, LLC History Reduced 852,783 90,991 20.6% 21.82% 63 -14,051 -1.62% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 847,510 90,429 0.15% 0.11% 64 +245,944 40.88% Q4 2025 Feb 12, 2026
Cannon Financial Strategists, Inc. History Reduced 819,440 87,434 12.16% 12.42% 65 -10,876 -1.31% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Reduced 791,024 84,402 1.0% 0.92% 66 -188,554 -19.25% Q4 2025 Feb 13, 2026
Ackerman Capital Advisors, LLC History Added to 763,821 81,499 16.36% 15.46% 67 +57,349 8.12% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 745,120 79,504 0.33% 0.3% 68 +123,645 19.9% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 724,675 77,322 0.06% 0.06% 69 -11,919 -1.62% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Reduced 722,548 77,095 0.54% 0.55% 70 -7,182 -0.98% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 717,778 76,586 0.27% 0.29% 71 -22,862 -3.09% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 715,960 76,393 0.2% 0.2% 72 +2,256 0.32% Q4 2025 Feb 05, 2026
Composition Wealth, LLC History Reduced 674,231 71,940 1.03% 1.11% 73 -34,714 -4.9% Q4 2025 Feb 02, 2026
RESTON WEALTH MANAGEMENT LLC History Reduced 668,534 71,332 21.82% 22.77% 74 -6,305 -0.93% Q4 2025 Feb 12, 2026
Klingman & Associates, LLC History Reduced 666,209 71,084 3.43% 3.61% 75 -18,741 -2.74% Q4 2025 Jan 29, 2026
SilverOak Wealth Management LLC History Added to 619,961 66,149 10.37% 10.92% 76 +800 0.13% Q4 2025 Jan 28, 2026
RFG Advisory, LLC History Reduced 595,542 63,544 1.2% 1.37% 77 -37,904 -5.98% Q4 2025 Feb 03, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 585,065 63,356 4.27% 12.54% 78 -953,384 -61.97% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 590,931 63,052 0.04% 0.03% 79 +117,777 24.89% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 583,434 62,252 1.51% 1.48% 80 +24,056 4.3% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 579,137 61,793 5.54% 5.3% 81 +2,158 0.37% Q4 2025 Jan 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 551,537 59,422 0.08% 0.09% 82 -3,573 -0.64% Q4 2025 Jan 08, 2026
Convergence Financial, LLC History Added to 542,690 57,905 8.45% 8.5% 83 +1,155 0.21% Q4 2025 Feb 11, 2026
OARSMAN CAPITAL, INC. History Added to 538,799 57,489 7.46% 7.39% 84 +34,644 6.87% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 537,327 57,332 0.46% 0.47% 85 +43,107 8.72% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History Added to 515,922 55,048 3.09% 3.0% 86 +14,887 2.97% Q4 2025 Jan 29, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 512,845 54,720 0.82% 0.44% 87 +219,542 74.85% Q4 2025 Jan 05, 2026
Leicht Financial Planning & Wealth Management, Inc. History Reduced 502,853 53,654 23.99% 26.62% 88 -62,058 -10.99% Q4 2025 Feb 04, 2026
Perennial Investment Advisors, LLC History Reduced 499,979 53,348 4.21% 4.41% 89 -12,394 -2.42% Q4 2025 Feb 17, 2026
CGN Advisors LLC History Reduced 489,110 52,188 4.13% 4.25% 90 -5,819 -1.18% Q4 2025 Jan 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 482,080 51,718 0.09% 0.08% 91 +97,890 25.48% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Reduced 471,522 50,311 0.37% 0.39% 92 -5,508 -1.15% Q4 2025 Feb 12, 2026
Rodgers & Associates, LTD History Reduced 467,832 49,917 5.05% 5.14% 93 -8,951 -1.88% Q4 2025 Jan 22, 2026
Ameritas Advisory Services, LLC History Added to 443,113 47,280 1.76% 0.78% 94 +328,644 287.1% Q4 2025 Feb 04, 2026
TRUEFG, LLC History Reduced 442,944 47,262 12.68% 12.95% 95 -5,739 -1.28% Q4 2025 Jan 21, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 434,944 46,408 1.93% 1.87% 96 +17,649 4.23% Q4 2025 Feb 13, 2026
71 West Capital Partners History New 428,347 45,704 2.1% — 97 +428,347 New Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 423,033 45,137 0.61% 0.56% 98 +34,611 8.91% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Reduced 417,190 44,514 0.1% 0.12% 99 -66,761 -13.79% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 400,791 42,764 0.53% 0.53% 100 +13,220 3.41% Q4 2025 Jan 29, 2026
Garrett Wealth Advisory Group, LLC History Added to 399,911 42,670 8.06% 8.04% 101 +5,395 1.37% Q4 2025 Feb 04, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 397,094 42,369 5.9% 6.0% 102 -16,701 -4.04% Q4 2025 Jan 26, 2026
Waterloo Capital, L.P. History Reduced 394,930 42,138 3.03% 3.19% 103 -15,497 -3.78% Q4 2025 Feb 10, 2026
Shepherd Financial Partners LLC History Added to 382,010 40,760 3.78% 3.71% 104 +8,936 2.4% Q4 2025 Feb 10, 2026
ERn Financial, LLC History Reduced 380,325 40,580 7.63% 8.28% 105 -20,875 -5.2% Q4 2025 Jan 15, 2026
HSBC HOLDINGS PLC History Added to 378,665 40,403 0.02% 0.01% 106 +274,585 263.82% Q4 2025 Mar 20, 2026
Western Wealth Management, LLC History Added to 377,223 40,249 1.85% 2.03% 107 +9,231 2.51% Q4 2025 Feb 05, 2026
Destiny Capital Corp/CO History Added to 374,844 39,995 20.58% 21.01% 108 +6,075 1.65% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Added to 371,648 39,654 0.28% 0.27% 109 +12,937 3.61% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 371,105 39,596 0.45% 0.52% 110 -48,223 -11.5% Q4 2025 Jan 20, 2026
Investments & Financial Planning, LLC History Reduced 359,459 38,354 20.58% 20.88% 111 -10,400 -2.81% Q4 2025 Feb 23, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 353,198 37,686 8.37% 2.45% 112 +251,181 246.21% Q4 2025 Jan 13, 2026
Keystone Financial Group History Added to 349,716 37,314 2.76% 2.76% 113 +4,525 1.31% Q4 2025 Feb 06, 2026
Whitcomb & Hess, Inc. History Reduced 344,627 37,254 8.79% 9.92% 114 -24,559 -6.65% Q4 2025 Jan 14, 2026
Sunburst Financial Group, LLC History Added to 346,339 36,954 7.48% 7.42% 115 +9,055 2.68% Q4 2025 Jan 21, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 341,218 36,407 5.92% 6.07% 116 -5,299 -1.53% Q4 2025 Jan 07, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 340,414 36,322 5.75% 6.66% 117 -52,136 -13.28% Q4 2025 Feb 02, 2026
Redwood Investment Management, LLC History Added to 335,597 35,808 4.02% 3.78% 118 +1,723 0.52% Q4 2025 Feb 17, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 333,846 35,621 3.98% 4.11% 119 -4,946 -1.46% Q4 2025 Jan 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 333,328 35,566 0.68% 0.69% 120 +2,819 0.85% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Added to 333,250 35,557 0.63% 0.68% 121 +11,141 3.46% Q4 2025 Jan 13, 2026
Retirement Management Systems Inc. History New 330,730 35,288 9.03% — 122 +330,730 New Q4 2025 Feb 12, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 329,429 35,150 16.65% 16.97% 123 +7,944 2.47% Q4 2025 Jan 29, 2026
Roberts Financial Services LLC History Added to 328,574 35,058 11.01% 11.04% 124 +1,377 0.42% Q4 2025 Jan 23, 2026
Geneos Wealth Management Inc. History Added to 326,689 34,857 0.85% 0.85% 125 +7,306 2.29% Q4 2025 Jan 28, 2026
NewEdge Advisors, LLC History Added to 326,379 34,824 0.13% 0.15% 126 +654 0.2% Q4 2025 Feb 18, 2026
Leslie Global Wealth, LLC History Added to 326,086 34,793 15.66% 15.37% 127 +12,565 4.01% Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Added to 325,181 34,696 1.31% 1.27% 128 +10,201 3.24% Q4 2025 Feb 17, 2026
Alta Wealth Advisors LLC History Added to 324,838 34,660 11.58% 12.04% 129 +3,095 0.96% Q4 2025 Feb 03, 2026
Tradewinds Capital Management, LLC History Added to 317,021 33,826 7.13% 0.44% 130 +298,243 1588.26% Q4 2025 Jan 14, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 315,806 33,696 2.1% 2.37% 131 +1,389 0.44% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 311,953 33,285 0.38% 0.54% 132 +10,618 3.52% Q4 2025 Jan 29, 2026
Drake & Associates, LLC History Added to 310,642 33,145 6.6% 6.39% 133 +25,452 8.92% Q4 2025 Feb 23, 2026
Diversify Advisory Services, LLC History Added to 307,526 32,991 1.04% 1.02% 134 +26,512 9.43% Q4 2025 Jan 23, 2026
Kozak & Associates, Inc. History Reduced 305,082 32,924 6.36% 6.29% 135 -2,208 -0.72% Q4 2025 Jan 12, 2026
Buska Wealth Management, LLC History Reduced 303,626 32,396 11.97% 12.27% 136 -87,583 -22.39% Q4 2025 Jan 22, 2026
Sargent Investment Group, LLC History Added to 297,599 31,753 3.98% 3.07% 137 +91,409 44.33% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 296,343 31,619 1.89% 1.44% 138 +58,670 24.69% Q4 2025 Jan 20, 2026
Summit Financial, LLC History Added to 281,920 30,080 0.44% 0.4% 139 +31,817 12.72% Q4 2025 Feb 13, 2026
Symphony Financial, Ltd. Co. History Reduced 279,293 29,982 4.03% 4.12% 140 -45,391 -13.98% Q4 2025 Feb 11, 2026
Eagle Strategies LLC History Reduced 276,403 29,492 3.77% 3.92% 141 -3,703 -1.32% Q4 2025 Jan 23, 2026
CX Institutional History Added to 275,295 29,374 0.88% 0.86% 142 +4,286 1.58% Q4 2025 Feb 02, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 271,266 28,944 2.43% 2.4% 143 +7,067 2.67% Q4 2025 Feb 03, 2026
Clear Creek Financial Management, LLC History Added to 268,270 28,624 2.34% 2.4% 144 +2,655 1.0% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 267,120 28,501 0.44% 0.44% 145 +12,984 5.11% Q4 2025 Feb 12, 2026
ABOUND FINANCIAL, LLC History Reduced 266,594 28,445 11.01% 13.4% 146 -53,932 -16.83% Q4 2025 Feb 17, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 255,149 27,224 2.93% 2.77% 147 +2,191 0.87% Q4 2025 Feb 17, 2026
Beutel, Goodman & Co Ltd. History No change 252,467 26,972 0.17% 0.16% 148 0 0.0% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 252,160 26,905 2.08% 1.83% 149 +3,398 1.37% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Reduced 251,429 26,827 0.0% 0.01% 150 -175,226 -41.07% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 250,986 26,780 0.0% 0.0% 151 +201,698 409.22% Q4 2025 Feb 17, 2026
BALANCED WEALTH GROUP LLC History Added to 256,059 26,770 9.8% 10.24% 152 +7,984 3.22% Q4 2025 Jan 13, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 250,812 26,761 3.28% 3.32% 153 -35,445 -12.38% Q4 2025 Jan 09, 2026
Rockefeller Capital Management L.P. History Added to 249,706 26,643 0.05% 0.03% 154 +119,920 92.4% Q4 2025 Mar 16, 2026
Focus Partners Wealth History Added to 249,316 26,601 0.03% 0.03% 155 +90,026 56.52% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 248,951 26,563 0.93% 0.85% 156 +27,302 12.32% Q4 2025 Jan 15, 2026
FIFTH THIRD BANCORP History Added to 246,777 26,331 0.08% 0.07% 157 +22,491 10.03% Q4 2025 Feb 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 242,693 25,895 0.0% 0.0% 158 +41,962 20.9% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Reduced 240,445 25,655 2.24% 2.31% 159 -2,728 -1.12% Q4 2025 Jan 26, 2026
PFG Private Wealth Management, LLC History Added to 237,252 25,314 11.07% 1.25% 160 +210,450 785.2% Q4 2025 Jan 15, 2026
Three Cord True Wealth Management, LLC History Reduced 236,886 25,275 14.7% 17.31% 161 -7,864 -3.21% Q4 2025 Feb 05, 2026
Brookstone Capital Management History Reduced 236,381 25,221 0.29% 0.32% 162 -19,231 -7.52% Q4 2025 Jan 15, 2026
Buck Wealth Strategies, LLC History Added to 235,496 25,127 3.19% 1.49% 163 +131,605 126.68% Q4 2025 Feb 03, 2026
First Heartland Consultants, Inc. History Added to 233,321 24,895 1.89% 1.83% 164 +16,090 7.41% Q4 2025 Jan 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 231,958 24,749 0.3% 0.31% 165 -1,052 -0.45% Q4 2025 Jan 21, 2026
VICUS CAPITAL History Added to 231,179 24,666 1.85% 1.82% 166 +3,492 1.53% Q4 2025 Jan 22, 2026
GM Advisory Group, LLC History Added to 229,921 24,532 0.96% 0.88% 167 +30,843 15.49% Q4 2025 Feb 13, 2026
Choice Wealth Advisors, LLC History Reduced 229,856 24,525 9.7% 10.56% 168 -5,932 -2.52% Q4 2025 Jan 08, 2026
Capital Analysts, LLC History Added to 228,240 24,353 0.74% 0.65% 169 +13,483 6.28% Q4 2025 Feb 11, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 227,294 24,252 12.03% 12.12% 170 +4,169 1.87% Q4 2025 Jan 22, 2026
TLWM History New 224,775 23,983 4.39% — 171 +224,775 New Q4 2025 Jan 12, 2026
BIP Wealth, LLC History Added to 224,019 23,902 0.84% 0.93% 172 +44,345 24.68% Q4 2025 Jan 21, 2026
NICOLET BANKSHARES INC History Reduced 223,453 23,842 3.82% 6.53% 173 -165,655 -42.57% Q4 2025 Feb 09, 2026
Horizon Wealth Management, LLC History Reduced 222,488 23,739 3.69% 3.42% 174 -471 -0.21% Q4 2025 Feb 04, 2026
Fortitude Financial, LLC History New 222,375 23,727 20.13% — 175 +222,375 New Q4 2025 Jan 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 220,853 23,565 2.72% 3.08% 176 -11,232 -4.84% Q4 2025 Feb 17, 2026
BCS Wealth Management History Added to 220,563 23,534 2.38% 2.56% 177 +111,925 103.03% Q4 2025 Jan 26, 2026
MMA ASSET MANAGEMENT LLC History Added to 220,020 23,476 8.37% 7.58% 178 +2,553 1.17% Q4 2025 Feb 03, 2026
Marathon Mission, Inc. History Added to 219,665 23,438 13.56% 13.69% 179 +144 0.07% Q4 2025 Jan 05, 2026
Concord Wealth Partners History Added to 219,265 23,395 3.04% 3.09% 180 +4,829 2.25% Q4 2025 Jan 29, 2026
CCG WEALTH MANAGEMENT, LLC History Reduced 218,371 23,300 9.98% 10.8% 181 -943 -0.43% Q4 2025 Jan 21, 2026
Ciovacco Capital Management LLC History Reduced 218,034 23,264 11.65% 11.7% 182 -4,414 -1.98% Q4 2025 Feb 09, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 214,368 22,873 8.05% 10.35% 183 -91,746 -29.97% Q4 2025 Jan 30, 2026
Annex Advisory Services, LLC History Added to 212,889 22,715 0.43% 0.01% 184 +206,376 3168.68% Q4 2025 Jan 26, 2026
Portside Wealth Group, LLC History Added to 208,802 22,279 3.0% 2.75% 185 +17,545 9.17% Q4 2025 Jan 21, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 208,767 22,275 0.06% 0.08% 186 -23,590 -10.15% Q4 2025 Jan 26, 2026
GRANVILLE CAPITAL, INC. History New 208,389 22,235 11.8% — 187 +208,389 New Q4 2025 Feb 13, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 207,357 22,124 10.07% 10.33% 188 +106 0.05% Q4 2025 Jan 12, 2026
Concord Asset Management, LLC/VA History Added to 207,074 22,094 3.83% 3.88% 189 +2,927 1.43% Q4 2025 Jan 29, 2026
Investors Research Corp History Added to 205,901 21,969 4.02% 3.88% 190 +5,182 2.58% Q4 2025 Jan 06, 2026
Hofer & Associates. Inc History Added to 205,058 21,879 11.59% 12.23% 191 +703 0.34% Q4 2025 Jan 15, 2026
Collier Financial History Reduced 202,641 21,621 16.24% 17.81% 192 -23,914 -10.56% Q4 2025 Feb 12, 2026
Advisors Capital Management, LLC History Added to 201,783 21,530 0.25% 0.21% 193 +36,336 21.96% Q4 2025 Jan 29, 2026
Modern Wealth Management, LLC History Added to 200,954 21,441 0.39% 0.41% 194 +4,800 2.45% Q4 2025 Feb 17, 2026
Stonebrook Private Inc. History Added to 200,329 21,375 4.47% 1.33% 195 +141,528 240.69% Q4 2025 Feb 11, 2026
GHP Investment Advisors, Inc. History Reduced 198,722 21,203 0.87% 0.87% 196 -336 -0.17% Q4 2025 Jan 27, 2026
Florida Trust Wealth Management Co History Reduced 198,607 21,191 0.59% 0.6% 197 -3,436 -1.7% Q4 2025 Jan 20, 2026
Tower Wealth Partners, Inc. History Reduced 197,262 21,047 11.57% 11.51% 198 -3,287 -1.64% Q4 2025 Jan 16, 2026
Harbor Group, Inc. History Added to 192,812 20,573 3.08% 3.19% 199 +533 0.28% Q4 2025 Jan 12, 2026
IFG Advisory, LLC History Added to 191,899 20,475 0.89% 0.75% 200 +34,713 22.08% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 191,404 20,422 0.15% 0.16% 201 -4,690 -2.39% Q4 2025 Feb 12, 2026
Tempo Wealth, LLC History New 185,004 19,739 3.52% — 202 +185,004 New Q4 2025 Feb 25, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 184,861 19,724 2.06% 2.2% 203 +5,281 2.94% Q4 2025 Feb 13, 2026
Navalign, LLC History Reduced 179,426 19,144 4.7% 5.18% 204 -8,574 -4.56% Q4 2025 Feb 05, 2026
Rooted Wealth Advisors, Inc. History Added to 183,995 19,133 5.38% 5.16% 205 +22,585 13.99% Q4 2025 Feb 09, 2026
Optas, LLC History Reduced 178,210 19,015 2.97% 3.36% 206 -10,958 -5.79% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Added to 174,580 18,628 0.85% 0.85% 207 +661 0.38% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 174,070 18,573 0.03% 0.03% 208 -29,600 -14.53% Q4 2025 Feb 12, 2026
Gibbs Wealth Management History Reduced 168,316 18,164 4.39% 4.17% 209 -8,179 -4.63% Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Added to 170,110 18,150 0.94% 0.91% 210 +11,773 7.44% Q4 2025 Feb 05, 2026
Diligent Investors, LLC History Reduced 169,010 18,033 4.44% 4.63% 211 -6,284 -3.58% Q4 2025 Jan 23, 2026
Trilogy Capital Inc. History Added to 168,263 17,953 0.8% 0.81% 212 +94 0.06% Q4 2025 Jan 22, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 162,821 17,600 16.33% — 213 +162,821 New Q4 2025 Feb 18, 2026
Vertex Planning Partners, LLC History Reduced 159,390 17,006 3.95% 3.21% 214 -549 -0.34% Q4 2025 Feb 17, 2026
Financial Gravity Asset Management, Inc. History Added to 154,950 16,533 3.18% 3.12% 215 +3,847 2.55% Q4 2025 Feb 13, 2026
PECAUT & CO. History Reduced 154,790 16,516 5.33% 5.39% 216 -5,718 -3.56% Q4 2025 Feb 10, 2026
WIN ADVISORS, INC History Added to 154,627 16,498 7.0% 2.34% 217 +108,689 236.6% Q4 2025 Feb 04, 2026
M&T BANK CORP History Added to 154,523 16,487 0.05% 0.05% 218 +369 0.24% Q4 2025 Jan 30, 2026
Foguth Wealth Management, LLC. History New 152,437 16,272 2.52% — 219 +152,437 New Q4 2025 Jan 05, 2026
Lido Advisors, LLC History Added to 153,641 16,177 0.05% 0.04% 220 +30,516 24.78% Q4 2025 Feb 10, 2026
Hobart Private Capital, LLC History Reduced 150,637 16,072 3.14% 3.37% 221 -3,564 -2.31% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 148,137 15,806 0.39% 0.43% 222 -9,692 -6.14% Q4 2025 Feb 09, 2026
BANK OF NOVA SCOTIA History Added to 145,630 15,652 0.02% 0.02% 223 +51,840 55.27% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Reduced 146,446 15,625 1.19% 1.26% 224 -6,109 -4.0% Q4 2025 Jan 07, 2026
Goldstone Financial Group, LLC History Reduced 146,315 15,611 1.74% 1.85% 225 -3,096 -2.07% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 145,104 15,482 0.02% 0.01% 226 +71,298 96.6% Q4 2025 Feb 11, 2026
Probity Advisors, Inc. History Added to 144,776 15,447 2.47% 2.27% 227 +10,931 8.17% Q4 2025 Jan 27, 2026
TPG Financial Advisors, LLC History Reduced 143,175 15,276 5.1% 6.54% 228 -24,829 -14.78% Q4 2025 Feb 06, 2026
Ascent Group, LLC History Reduced 142,671 15,222 0.52% 0.55% 229 -4,801 -3.26% Q4 2025 Jan 20, 2026
Hilltop Partners LLC History Added to 142,661 15,221 3.92% 4.05% 230 +12,887 9.93% Q4 2025 Feb 10, 2026
Millington Financial Advisors, LLC History Reduced 144,334 15,149 6.71% 7.84% 231 -10,355 -6.69% Q4 2025 Feb 09, 2026
Sage Advisory Services, Ltd.Co. History Reduced 141,848 15,135 8.24% 10.26% 232 -45,248 -24.18% Q4 2025 Jan 28, 2026
Benchmark Financial, LLC History New 141,202 15,066 15.02% — 233 +141,202 New Q4 2025 Jan 27, 2026
One Capital Management, LLC History Reduced 140,748 15,017 0.45% 0.48% 234 -3,127 -2.17% Q4 2025 Feb 10, 2026
Boyd Wealth Management, LLC History Added to 140,643 15,006 6.36% 6.16% 235 +3,780 2.76% Q4 2025 Jan 28, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 139,162 14,848 0.54% 0.69% 236 -1,712 -1.22% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 137,970 14,721 0.08% 0.12% 237 -127,237 -47.98% Q4 2025 Jan 29, 2026
Optimist Retirement Group LLC History Reduced 137,692 14,691 6.73% 6.63% 238 -2,638 -1.88% Q4 2025 Feb 09, 2026
Centennial Wealth Advisory LLC History Reduced 137,486 14,669 3.88% 4.37% 239 -12,730 -8.47% Q4 2025 Jan 14, 2026
Avestar Capital, LLC History Reduced 136,638 14,579 0.94% 1.07% 240 -20,364 -12.97% Q4 2025 Feb 10, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 136,524 14,567 0.51% 5.48% 241 -1,390,781 -91.06% Q4 2025 Feb 13, 2026
POM Investment Strategies, LLC History Added to 135,833 14,493 7.45% 7.37% 242 +6,020 4.64% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 133,501 14,348 0.97% 0.88% 243 +20,423 18.06% Q4 2025 Jan 15, 2026
FIFTH THIRD SECURITIES, INC. History Added to 133,874 14,284 0.93% 0.87% 244 +11,786 9.65% Q4 2025 Jan 23, 2026
CBM Financial, LLC History New 132,335 13,765 9.35% — 245 +132,335 New Q4 2025 Feb 19, 2026
Northwest Wealth Advisors, LLC History New 128,537 13,714 10.67% — 246 +128,537 New Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 127,147 13,566 0.5% 0.48% 247 +12,207 10.62% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 127,064 13,558 0.11% 0.09% 248 +11,585 10.03% Q4 2025 Jan 05, 2026
Stone Wealth Partners History New 126,943 13,544 12.06% — 249 +126,943 New Q4 2025 Feb 24, 2026
CITADEL ADVISORS LLC History Added to 126,200 13,465 0.0% 0.0% 250 +1,500 1.2% Q4 2025 Feb 17, 2026
POWER WEALTH MANAGEMENT LLC History Added to 125,978 13,441 4.73% 4.73% 251 +1,549 1.24% Q4 2025 Feb 17, 2026
Independent Wealth Network Inc. History Added to 124,250 13,257 4.05% 4.08% 252 +2,820 2.32% Q4 2025 Jan 26, 2026
Sequent Asset Management, LLC History Added to 124,201 13,253 5.89% 5.95% 253 +4,418 3.69% Q4 2025 Feb 10, 2026
TAGStone Capital, Inc. History Added to 123,803 13,209 4.92% 4.78% 254 +8,255 7.14% Q4 2025 Feb 10, 2026
1834 INVESTMENT ADVISORS CO History Reduced 123,625 13,190 1.65% 1.59% 255 -139 -0.11% Q4 2025 Jan 29, 2026
Asset Allocation Strategies LLC History Added to 122,901 13,113 2.43% 2.45% 256 +4,452 3.76% Q4 2025 Feb 13, 2026
Sage Financial Management Group, Inc. History Reduced 121,581 12,972 3.96% 4.07% 257 -544 -0.45% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 120,989 12,909 0.25% 0.25% 258 +4,163 3.56% Q4 2025 Jan 14, 2026
Carnegie Investment Counsel History Added to 120,894 12,899 0.24% 0.24% 259 +1,490 1.25% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Reduced 120,034 12,807 0.31% 0.32% 260 -5,493 -4.38% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 118,560 12,650 0.38% 0.37% 261 +5,078 4.47% Q4 2025 Jan 16, 2026
Bridgewealth Advisory Group, LLC History Reduced 117,529 12,540 2.77% 2.88% 262 -1,365 -1.15% Q4 2025 Feb 04, 2026
Synergy Investment Management, LLC History Added to 116,001 12,377 4.38% 4.2% 263 +10,675 10.14% Q4 2025 Feb 06, 2026
Petix & Botte Co History Added to 115,021 12,273 2.78% 2.41% 264 +15,101 15.11% Q4 2025 Feb 05, 2026
GenWealth Group, Inc. History Added to 113,443 12,222 2.08% 2.18% 265 +1,261 1.12% Q4 2025 Jan 12, 2026
New England Capital Financial Advisors LLC History Reduced 113,593 12,120 4.73% 5.1% 266 -1,269 -1.1% Q4 2025 Feb 02, 2026
UNIVEST FINANCIAL Corp History Added to 113,386 12,098 0.64% 0.5% 267 +27,777 32.45% Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Added to 113,033 12,060 0.02% 0.02% 268 +6,255 5.86% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 112,493 12,003 0.0% 0.0% 269 +109,422 3563.07% Q4 2025 Feb 12, 2026
Tranquilli Financial Advisor LLC History Reduced 111,892 11,938 6.93% 6.95% 270 -674 -0.6% Q4 2025 Jan 27, 2026
Collaborative Wealth Managment Inc. History Reduced 111,357 11,881 4.19% 4.79% 271 -1,844 -1.63% Q4 2025 Feb 09, 2026
Fortis Group Advisors, LLC History Added to 109,863 11,782 1.98% 2.0% 272 +2,458 2.29% Q4 2025 Feb 06, 2026
Guardian Wealth Advisors, LLC History Reduced 109,799 11,715 6.61% 6.62% 273 -1,971 -1.76% Q4 2025 Feb 02, 2026
IAG Wealth Partners, LLC History Reduced 109,340 11,666 1.35% 1.42% 274 -3,584 -3.17% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Reduced 108,716 11,599 0.21% 0.27% 275 -7,466 -6.43% Q4 2025 Feb 06, 2026
Affinity Capital Advisors, LLC History Reduced 107,810 11,503 1.59% 1.75% 276 -741 -0.68% Q4 2025 Jan 09, 2026
Elite Financial, Inc. History Reduced 106,846 11,400 5.19% 5.35% 277 -1,652 -1.52% Q4 2025 Feb 12, 2026
Sanchez Wealth Management Group History Reduced 106,143 11,325 2.42% 3.06% 278 -25,875 -19.6% Q4 2025 Feb 04, 2026
Sterling Manor Financial, LLC History Reduced 105,767 11,285 7.04% 7.03% 279 -946 -0.89% Q4 2025 Jan 07, 2026
Atria Investments, Inc History Added to 105,597 11,267 0.13% 0.12% 280 +2,317 2.24% Q4 2025 Feb 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 104,937 11,196 0.23% 0.24% 281 +2,780 2.72% Q4 2025 Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 104,840 11,186 0.19% 0.12% 282 +50,093 91.5% Q4 2025 Feb 19, 2026
CRUX WEALTH ADVISORS History Added to 104,059 11,103 4.13% 3.81% 283 +12,118 13.18% Q4 2025 Jan 21, 2026
ArborFi Advisors, LLC History Reduced 103,378 11,030 8.95% 9.28% 284 -5,666 -5.2% Q4 2025 Jan 29, 2026
Breachway Investments LLC History New 102,862 10,975 11.57% — 285 +102,862 New Q4 2025 Jan 27, 2026
Melone Private Wealth, LLC History Reduced 102,350 10,920 4.63% 6.01% 286 -24,584 -19.37% Q4 2025 Jan 07, 2026
Cobblestone Asset Management LLC History Added to 101,718 10,853 4.87% 4.8% 287 +1,339 1.33% Q4 2025 Jan 15, 2026
NewSquare Capital LLC History Reduced 101,231 10,801 0.95% 1.04% 288 -45,332 -30.93% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Reduced 99,308 10,596 0.76% 0.9% 289 -2,962 -2.9% Q4 2025 Jan 29, 2026
Able Wealth Management LLC History Added to 98,885 10,550 3.34% 3.07% 290 +20,834 26.69% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 98,671 10,528 0.27% 0.25% 291 +8,450 9.37% Q4 2025 Jan 23, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 98,308 10,489 0.7% 0.7% 292 -2,802 -2.77% Q4 2025 Jan 27, 2026
Financial Management Professionals, Inc. History Reduced 97,670 10,421 1.07% 1.12% 293 -5,255 -5.11% Q4 2025 Jan 27, 2026
Oxinas Partners, LLC History Reduced 97,636 10,417 5.01% 5.5% 294 -594 -0.6% Q4 2025 Jan 26, 2026
Aureum Wealth Management, LLC History New 96,576 10,304 9.56% — 295 +96,576 New Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Added to 95,758 10,217 0.08% 0.05% 296 +1,605 1.7% Q4 2025 Feb 13, 2026
Parkway Wealth Management Group, LLC History New 94,661 10,100 1.35% — 297 +94,661 New Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 94,548 10,088 0.36% 0.25% 298 +31,383 49.68% Q4 2025 Feb 04, 2026
Glen Eagle Advisors, LLC History Reduced 94,395 10,071 1.37% 1.41% 299 -2,941 -3.02% Q4 2025 Feb 13, 2026
Prepared Retirement Institute LLC History Reduced 94,117 10,042 5.05% 5.26% 300 -2,358 -2.44% Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Added to 92,826 9,977 0.38% 0.51% 301 +13,689 17.3% Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Added to 91,844 9,799 1.22% 1.27% 302 +1,770 1.97% Q4 2025 Jan 26, 2026
WRAPMANAGER INC History Reduced 91,569 9,770 3.3% 3.56% 303 -19,159 -17.3% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 90,589 9,665 0.01% 0.0% 304 +24,514 37.1% Q4 2025 Feb 17, 2026
Compass Financial Group, Inc. History Added to 90,581 9,664 4.27% 4.1% 305 +3,227 3.69% Q4 2025 Feb 05, 2026
Intergy Private Wealth, LLC History Added to 90,198 9,624 2.9% 2.95% 306 +1 0.0% Q4 2025 Jan 22, 2026
Apollon Financial, LLC History Reduced 89,660 9,566 1.39% 1.62% 307 -3,489 -3.75% Q4 2025 Jan 22, 2026
MONECO ADVISORS, LLC History Added to 89,533 9,553 0.76% 0.72% 308 +7,265 8.83% Q4 2025 Feb 04, 2026
LifePlan Financial, LLC History Reduced 89,196 9,517 7.3% 7.51% 309 -1,487 -1.64% Q4 2025 Jan 20, 2026
DecisionMap Wealth Management, LLC History Added to 89,099 9,506 5.86% 5.5% 310 +6,950 8.46% Q4 2025 Jan 07, 2026
Graney & King, LLC History Added to 88,802 9,475 5.54% 5.38% 311 +14,450 19.43% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 87,697 9,438 1.29% — 312 +87,697 New Q4 2025 Feb 17, 2026
Relyea Zuckerberg Hanson LLC History Reduced 87,756 9,363 0.95% 0.97% 313 -316 -0.36% Q4 2025 Jan 20, 2026
Founders Capital Management History Added to 87,639 9,351 4.86% 4.84% 314 +269 0.31% Q4 2025 Jan 15, 2026
1ST SOURCE BANK History Reduced 87,244 9,308 0.49% 0.5% 315 -3,664 -4.03% Q4 2025 Feb 05, 2026
SFAM, LLC History New 87,018 9,284 8.49% — 316 +87,018 New Q4 2025 Feb 12, 2026
MEMBERS WEALTH LLC History Reduced 85,669 9,221 5.77% 5.74% 317 -720 -0.83% Q4 2025 Jan 28, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 84,830 9,051 3.01% 3.17% 318 -558 -0.65% Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 84,798 9,047 0.15% 0.11% 319 +32,632 62.55% Q4 2025 Mar 12, 2026
Salomon & Ludwin, LLC History Added to 84,088 9,010 0.8% 0.79% 320 +668 0.8% Q4 2025 Jan 28, 2026
Breakwater Capital Group History Reduced 84,396 9,005 1.26% 1.53% 321 -14,986 -15.08% Q4 2025 Jan 09, 2026
Arete Wealth Advisors, LLC History Reduced 83,106 8,867 0.54% 0.96% 322 -63,753 -43.41% Q4 2025 Feb 13, 2026
Financial Council, LLC History Reduced 82,094 8,759 3.5% 3.82% 323 -350 -0.42% Q4 2025 Feb 05, 2026
Marion Wealth Management History Added to 80,835 8,645 1.92% 1.99% 324 +440 0.55% Q4 2025 Jan 26, 2026
Venture Visionary Partners LLC History Added to 80,613 8,601 0.28% 0.28% 325 +3,705 4.82% Q4 2025 Feb 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 80,456 8,584 1.21% 1.34% 326 -3,955 -4.69% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Reduced 80,351 8,573 0.75% 0.79% 327 -5,734 -6.66% Q4 2025 Jan 26, 2026
Wellspring Financial Advisors, LLC History Reduced 78,086 8,332 0.66% 0.77% 328 -1,978 -2.47% Q4 2025 Feb 11, 2026
Macco Financial Group, Inc. History New 77,894 8,311 7.14% — 329 +77,894 New Q4 2025 Feb 24, 2026
WealthPlan Investment Management, LLC History Reduced 77,620 8,282 0.53% 0.55% 330 -1,670 -2.11% Q4 2025 Feb 05, 2026
Key FInancial Inc History Reduced 77,454 8,264 1.51% 1.61% 331 -5,716 -6.87% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 76,620 8,175 0.17% 0.11% 332 +32,031 71.84% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 76,221 8,132 0.01% 0.01% 333 +3,230 4.43% Q4 2025 Feb 18, 2026
Occidental Asset Management, LLC History Reduced 76,063 8,115 0.98% 1.05% 334 -3,887 -4.86% Q4 2025 Jan 08, 2026
TritonPoint Partners, LLC History New 74,949 7,997 4.27% — 335 +74,949 New Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 74,167 7,913 0.84% 0.83% 336 +2,605 3.64% Q4 2025 Feb 13, 2026
MOTIVE WEALTH ADVISORS History Reduced 74,022 7,898 3.36% 3.59% 337 -5,691 -7.14% Q4 2025 Jan 15, 2026
City Center Advisors, LLC History Added to 73,882 7,883 7.25% 7.18% 338 +3,218 4.55% Q4 2025 Jan 05, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 71,904 7,672 0.01% 0.01% 339 +3,252 4.74% Q4 2025 Feb 17, 2026
TSFG, LLC History Added to 71,267 7,604 1.14% 1.14% 340 +2,380 3.45% Q4 2025 Feb 04, 2026
Mutual Advisors, LLC History Reduced 71,199 7,596 0.16% 0.17% 341 -1,112 -1.54% Q4 2025 Feb 02, 2026
Jackson Wealth Management, LLC History New 71,119 7,588 0.74% — 342 +71,119 New Q4 2025 Jan 20, 2026
WCG Wealth Advisors LLC History Added to 71,089 7,580 0.21% 0.39% 343 +11,448 19.19% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 70,900 7,565 0.0% 0.0% 344 -12,300 -14.78% Q4 2025 Feb 12, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 70,813 7,555 2.22% 2.27% 345 +1,090 1.56% Q4 2025 Jan 21, 2026
HANCOCK WHITNEY CORP History Added to 70,384 7,509 0.14% 0.13% 346 +145 0.21% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 70,063 7,475 0.04% — 347 +70,063 New Q4 2025 Feb 18, 2026
Systematic Alpha Investments, LLC History No change 70,000 7,469 0.23% 0.24% 348 0 0.0% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 69,890 7,457 0.11% 0.09% 349 -1,002 -1.41% Q4 2025 Feb 02, 2026
Advisor OS, LLC History Added to 69,505 7,416 0.6% 0.41% 350 +23,521 51.15% Q4 2025 Feb 04, 2026
Oak Harvest Investment Services History Reduced 69,018 7,364 0.8% 0.91% 351 -5,859 -7.82% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Reduced 68,608 7,320 0.08% 0.11% 352 -3,357 -4.66% Q4 2025 Jan 23, 2026
Auour Investments LLC History Reduced 68,478 7,306 2.32% 2.57% 353 -7,019 -9.3% Q4 2025 Jan 12, 2026
One Day In July LLC History Reduced 68,340 7,291 0.6% 0.6% 354 -75 -0.11% Q4 2025 Feb 04, 2026
Stratos Wealth Advisors, LLC History Reduced 68,229 7,280 0.35% 0.39% 355 -9,382 -12.09% Q4 2025 Jan 20, 2026
Stonebridge Financial Group, LLC History Reduced 68,131 7,269 0.62% 0.68% 356 -5,683 -7.7% Q4 2025 Jan 21, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 68,096 7,265 2.6% 2.65% 357 -550 -0.8% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 66,653 7,111 0.85% 0.92% 358 -2,262 -3.28% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Reduced 66,493 7,094 0.22% 0.24% 359 -3,564 -5.09% Q4 2025 Jan 06, 2026
Hoxton Planning & Management, LLC History Added to 66,407 7,085 2.12% 1.71% 360 +15,616 30.75% Q4 2025 Feb 11, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 65,888 7,030 2.49% 2.55% 361 -387 -0.58% Q4 2025 Feb 13, 2026
DAGCO, INC. History Added to 65,761 7,016 1.62% 1.52% 362 +8,033 13.92% Q4 2025 Jan 08, 2026
Wealth Watch Advisors, INC History Reduced 64,903 6,925 2.57% 2.87% 363 -1,870 -2.8% Q4 2025 Feb 17, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 64,143 6,844 6.21% 6.12% 364 +1,818 2.92% Q4 2025 Feb 05, 2026
PSI Advisors, LLC History Reduced 63,842 6,811 1.71% 1.91% 365 -7,032 -9.92% Q4 2025 Feb 09, 2026
COMERICA BANK History Added to 63,240 6,747 0.03% 0.02% 366 +2,733 4.52% Q4 2025 Jan 29, 2026
Beacon Pointe Advisors, LLC History Added to 62,601 6,679 0.05% 0.05% 367 +1,132 1.84% Q4 2025 Feb 18, 2026
Canandaigua National Trust Co of Florida History Reduced 62,351 6,652 4.16% 5.23% 368 -785 -1.24% Q4 2025 Jan 30, 2026
Dogwood Wealth Management LLC History Added to 61,958 6,610 2.91% 2.78% 369 +3,530 6.04% Q4 2025 Feb 04, 2026
Chatterton & Associates Inc. History New 61,532 6,565 5.62% — 370 +61,532 New Q4 2025 Jan 20, 2026
ASSETMARK, INC History Reduced 60,991 6,507 0.01% 0.03% 371 -52,861 -46.43% Q4 2025 Jan 23, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 60,402 6,444 3.21% 3.23% 372 -1,527 -2.47% Q4 2025 Jan 30, 2026
BURNEY CO/ History Reduced 59,821 6,382 0.2% 0.21% 373 -1,998 -3.23% Q4 2025 Jan 23, 2026
Braun-Bostich & Associates Inc. History Reduced 59,295 6,326 3.9% 3.94% 374 -620 -1.03% Q4 2025 Jan 14, 2026
Buttonwood Financial Group, LLC History Reduced 58,399 6,302 3.35% 3.17% 375 -11,590 -16.56% Q4 2025 Jan 13, 2026
Gateway Wealth Partners, LLC History Added to 57,999 6,188 0.69% 0.79% 376 +2,182 3.91% Q4 2025 Feb 11, 2026
HAMILTON CAPITAL PARTNERS, LLC History Added to 57,657 6,151 2.04% 2.22% 377 +2,238 4.04% Q4 2025 Jan 27, 2026
WealthPLAN Partners, LLC History Reduced 57,109 6,093 0.91% 0.92% 378 -1,343 -2.3% Q4 2025 Feb 12, 2026
PALLADIEM, LLC History New 56,408 6,061 5.75% — 379 +56,408 New Q4 2025 Feb 11, 2026
Asset Management Group, Inc. History Reduced 55,961 5,971 0.97% 0.96% 380 -174 -0.31% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 55,582 5,930 1.57% 1.95% 381 -13,476 -19.51% Q4 2025 Feb 10, 2026
Echo Wealth Management, LLC History Reduced 55,289 5,899 3.44% 3.75% 382 -6,225 -10.12% Q4 2025 Jan 22, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 54,761 5,843 1.71% — 383 +54,761 New Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 53,886 5,749 1.55% 2.31% 384 +930 1.76% Q4 2025 Feb 09, 2026
Cornerstone Wealth Group, LLC History Added to 53,755 5,735 0.39% 0.16% 385 +30,659 132.75% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Reduced 53,509 5,709 0.03% 0.03% 386 -1,502 -2.73% Q4 2025 Feb 12, 2026
Stone Summit Wealth LLC History Added to 52,507 5,602 1.52% 1.38% 387 +5,910 12.68% Q4 2025 Jan 27, 2026
Gotham Asset Management, LLC History New 52,300 5,580 0.02% — 388 +52,300 New Q4 2025 Feb 17, 2026
REGIMEN WEALTH, LLC History Reduced 52,059 5,554 1.62% 1.65% 389 -1,275 -2.39% Q4 2025 Feb 09, 2026
Freestone Capital Holdings, LLC History Added to 51,760 5,522 0.16% 0.15% 390 +3,960 8.28% Q4 2025 Jan 23, 2026
Darwin Wealth Management, LLC History Reduced 51,735 5,520 1.71% 1.76% 391 -1,331 -2.51% Q4 2025 Jan 22, 2026
GoalVest Advisory LLC History Reduced 51,410 5,485 1.05% 1.2% 392 -2,825 -5.21% Q4 2025 Jan 05, 2026
WealthTrak Capital Management LLC History Added to 51,251 5,468 3.92% 2.62% 393 +20,838 68.52% Q4 2025 Feb 10, 2026
Faithward Advisors, LLC History Added to 51,109 5,453 0.8% 0.77% 394 +1,735 3.51% Q4 2025 Feb 17, 2026
MidFirst Bank History New 51,067 5,448 0.43% — 395 +51,067 New Q4 2025 Feb 25, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Reduced 51,017 5,443 4.45% 4.51% 396 -179 -0.35% Q4 2025 Feb 03, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 50,947 5,436 1.52% 1.24% 397 +9,053 21.61% Q4 2025 Feb 02, 2026
Davidson Capital Management Inc. History New 50,909 5,431 1.18% — 398 +50,909 New Q4 2025 Jan 28, 2026
TOWNSQUARE CAPITAL LLC History Reduced 50,775 5,417 1.21% 2.98% 399 -137,770 -73.07% Q4 2025 Feb 11, 2026
YHB Investment Advisors, Inc. History Added to 50,255 5,362 0.37% 0.36% 400 +2,788 5.87% Q4 2025 Jan 16, 2026
Dynamic Wealth Strategies, LLC History Added to 50,205 5,356 3.19% 2.88% 401 +8,920 21.61% Q4 2025 Feb 04, 2026
Bawa N Mallick Trust History No change 50,000 5,335 1.98% 1.98% 402 0 0.0% Q4 2025 Mar 12, 2026
RAINIER FAMILY WEALTH INC History Added to 50,000 5,334 4.02% 4.38% 403 +2,986 6.35% Q4 2025 Jan 20, 2026
PAX Financial Group, LLC History Reduced 49,130 5,242 0.9% 1.01% 404 -4,387 -8.2% Q4 2025 Feb 05, 2026
Inman Jager Wealth Management, LLC History Added to 48,831 5,210 3.19% 3.01% 405 +3,765 8.35% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 48,698 5,196 0.0% 0.0% 406 +29,784 157.47% Q4 2025 Feb 06, 2026
Uptown Financial Advisors LLC History Reduced 48,337 5,157 3.69% 4.26% 407 -1,152 -2.33% Q4 2025 Jan 23, 2026
Compass Financial Services Inc History Added to 47,943 5,115 2.2% 2.01% 408 +4,561 10.51% Q4 2025 Feb 27, 2026
&PARTNERS History Added to 47,718 5,091 0.03% 0.02% 409 +16,778 54.23% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 47,102 5,025 0.03% 0.04% 410 -5,219 -9.97% Q4 2025 Feb 17, 2026
McNaughton Wealth Management, LLC History Added to 46,657 4,978 2.05% 2.02% 411 +822 1.79% Q4 2025 Jan 12, 2026
Wealth Advisors of Iowa, LLC History Reduced 46,495 4,960 1.63% 1.67% 412 -425 -0.91% Q4 2025 Feb 05, 2026
Koshinski Asset Management, Inc. History Reduced 45,791 4,885 0.31% 0.35% 413 -4,211 -8.42% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Added to 45,617 4,867 0.03% 0.01% 414 +32,480 247.24% Q4 2025 Feb 09, 2026
JDM Financial Group LLC History Reduced 45,234 4,826 1.87% 2.0% 415 -468 -1.02% Q4 2025 Feb 02, 2026
HILL ISLAND FINANCIAL LLC History Reduced 44,845 4,784 1.14% 1.36% 416 -7,391 -14.15% Q4 2025 Jan 22, 2026
Rollins Financial Advisors, LLC History Reduced 44,613 4,760 0.7% 0.75% 417 -2,967 -6.24% Q4 2025 Feb 04, 2026
MidAtlantic Capital Management, Inc. History Reduced 44,545 4,753 3.04% 3.71% 418 -7,443 -14.32% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 44,532 4,751 0.14% 0.15% 419 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Group, LLC History Reduced 44,428 4,740 2.27% 2.36% 420 -874 -1.93% Q4 2025 Jan 12, 2026
Sightline Wealth Advisors, LLC History Added to 44,368 4,734 2.02% 1.78% 421 +6,575 17.4% Q4 2025 Jan 26, 2026
USAdvisors Wealth Management, LLC History Reduced 44,290 4,725 1.56% 1.7% 422 -2,966 -6.28% Q4 2025 Feb 05, 2026
Rothschild Wealth LLC History Added to 44,243 4,720 0.45% 0.2% 423 +35,403 400.49% Q4 2025 Feb 17, 2026
Boulder Wealth Advisors, LLC History Added to 44,216 4,717 1.99% 2.03% 424 +2,437 5.83% Q4 2025 Feb 05, 2026
Aventus Investment Advisors, Inc. History Added to 44,193 4,715 3.82% 3.82% 425 +1,307 3.05% Q4 2025 Jan 14, 2026
Luken Investment Analytics, LLC History Added to 44,185 4,714 1.86% 1.78% 426 +581 1.33% Q4 2025 Feb 03, 2026
Nvest Financial, LLC History Added to 44,109 4,706 1.96% 1.97% 427 +11,228 34.15% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 44,054 4,700 0.47% 0.48% 428 +1,036 2.41% Q4 2025 Feb 11, 2026
Westwood Wealth Management History New 43,544 4,646 3.49% — 429 +43,544 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Reduced 43,544 4,646 3.49% 3.73% 430 -1,511 -3.35% Q4 2025 Jan 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 43,456 4,636 1.28% 0.98% 431 -399 -0.91% Q4 2025 Feb 12, 2026
GREENWOOD GEARHART INC History Reduced 43,308 4,620 0.25% 0.32% 432 -10,580 -19.63% Q4 2025 Feb 04, 2026
Betterment LLC History Reduced 43,102 4,599 0.01% 0.01% 433 -1,301 -2.93% Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History Added to 43,097 4,598 0.15% 0.19% 434 +3,330 8.37% Q4 2025 Jan 20, 2026
Partners in Financial Planning History Added to 42,929 4,580 0.78% 0.77% 435 +148 0.35% Q4 2025 Feb 02, 2026
American Trust History Reduced 42,713 4,557 0.38% 0.38% 436 -21 -0.05% Q4 2025 Feb 17, 2026
Cannon Wealth Management Services, LLC History Reduced 42,691 4,555 3.22% 3.68% 437 -3,801 -8.18% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Added to 42,651 4,550 0.06% 0.01% 438 +36,168 557.89% Q4 2025 Feb 17, 2026
NORDEN GROUP LLC History Reduced 42,634 4,549 0.45% 0.47% 439 -1,397 -3.17% Q4 2025 Jan 13, 2026
Opal Wealth Advisors, LLC History Reduced 41,993 4,480 1.17% 1.26% 440 -1,264 -2.92% Q4 2025 Jan 26, 2026
Modera Wealth Management, LLC History Reduced 41,930 4,473 0.05% 0.05% 441 -824 -1.93% Q4 2025 Jan 21, 2026
Inspire Advisors, LLC History Added to 41,781 4,458 0.41% 0.39% 442 +2,985 7.69% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 41,738 4,453 0.01% 0.01% 443 -4,126 -9.0% Q4 2025 Jan 30, 2026
RDA Financial Network History Reduced 41,640 4,442 1.07% 1.1% 444 -856 -2.01% Q4 2025 Jan 06, 2026
Sequoia Financial Advisors, LLC History Reduced 41,050 4,380 0.02% 0.03% 445 -616 -1.48% Q4 2025 Feb 03, 2026
MBL Wealth, LLC History Added to 40,756 4,348 0.35% 0.36% 446 +1,084 2.73% Q4 2025 Jan 21, 2026
Milestone Asset Management Group, LLC History Added to 40,604 4,332 2.45% 2.31% 447 +5,472 15.58% Q4 2025 Feb 03, 2026
AGH Wealth Advisors, LLC History Added to 40,579 4,331 3.25% 3.08% 448 +324 0.8% Q4 2025 Feb 04, 2026
Apollon Wealth Management, LLC History Added to 40,424 4,313 0.07% 0.04% 449 +20,394 101.82% Q4 2025 Jan 22, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 39,995 4,267 0.09% 0.09% 450 -2,283 -5.4% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 39,950 4,262 0.06% 0.07% 451 -3,659 -8.39% Q4 2025 Feb 10, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 39,476 4,212 0.24% 0.23% 452 +3,329 9.21% Q4 2025 Feb 04, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 39,249 4,187 0.6% — 453 +39,249 New Q4 2025 Jan 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 38,644 4,123 2.3% 0.01% 454 +38,556 43813.64% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 38,349 4,091 0.2% 0.12% 455 +19,534 103.82% Q4 2025 Jan 28, 2026
Ausdal Financial Partners, Inc. History Added to 38,289 4,085 0.19% 0.19% 456 +194 0.51% Q4 2025 Feb 13, 2026
Cooper Financial Group History Reduced 38,273 4,083 0.43% 0.58% 457 -12,170 -24.13% Q4 2025 Jan 08, 2026
Idaho Trust Co History Reduced 38,087 4,063 1.35% 1.61% 458 -7,542 -16.53% Q4 2025 Feb 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 38,024 4,057 0.02% 0.02% 459 +1,566 4.3% Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Reduced 37,957 4,050 0.45% 0.48% 460 -2,400 -5.95% Q4 2025 Feb 03, 2026
N.E.W. Advisory Services LLC History Added to 37,488 3,999 0.3% 0.25% 461 +11,188 42.54% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Added to 37,278 3,977 0.0% 0.0% 462 +6,091 19.53% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 37,196 3,968 0.01% 0.01% 463 +11,841 46.7% Q4 2025 Feb 17, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 37,063 3,954 1.13% 1.31% 464 -3,814 -9.33% Q4 2025 Feb 10, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 36,087 3,850 0.92% 0.91% 465 +914 2.6% Q4 2025 Jan 26, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 36,004 3,841 0.82% 1.27% 467 +207 0.58% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 36,007 3,841 0.09% 0.1% 466 +34 0.09% Q4 2025 Feb 06, 2026
Cavalier Investments, LLC History Reduced 35,780 3,817 0.2% 2.05% 468 -4,954 -12.16% Q4 2025 Feb 13, 2026
Clear Retirement Advice LLC History New 36,322 3,777 2.94% — 469 +36,322 New Q4 2025 Feb 24, 2026
Towerpoint Wealth, LLC History Reduced 35,329 3,769 1.49% 1.59% 470 -1,835 -4.94% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Reduced 35,138 3,749 0.22% 0.19% 471 -6,940 -16.49% Q4 2025 Jan 30, 2026
J.W. COLE ADVISORS, INC. History Reduced 69,400 3,728 0.09% 0.14% 472 -1,665 -2.34% Q4 2025 Feb 11, 2026
Winthrop Advisory Group LLC History Reduced 34,846 3,718 0.32% 0.32% 473 -222 -0.63% Q4 2025 Jan 21, 2026
VestGen Advisors, LLC History Reduced 34,435 3,674 0.16% 0.79% 474 -191,550 -84.76% Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History Added to 34,360 3,666 0.3% 0.3% 475 +635 1.88% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 33,905 3,617 0.16% 0.1% 476 +14,017 70.48% Q4 2025 Feb 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 33,785 3,604 0.61% 0.62% 477 -1,050 -3.01% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Added to 33,713 3,597 0.12% 0.12% 478 +96 0.29% Q4 2025 Feb 06, 2026
EVERPAR ADVISORS LLC History New 33,467 3,570 1.32% — 479 +33,467 New Q4 2025 Jan 07, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 33,265 3,549 0.22% 0.22% 480 +29 0.09% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 33,185 3,540 0.01% 0.01% 481 -2,625 -7.33% Q4 2025 Feb 17, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 32,825 3,502 0.86% 0.87% 482 -129 -0.39% Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History Added to 32,629 3,481 0.08% 0.08% 483 +388 1.2% Q4 2025 Feb 04, 2026
XY Planning Network, Inc. History New 32,440 3,461 0.6% — 484 +32,440 New Q4 2025 Jan 26, 2026
Marietta Wealth Management, LLC History No change 32,297 3,446 0.4% 0.41% 485 0 0.0% Q4 2025 Jan 28, 2026
Chicago Partners Investment Group LLC History Added to 32,066 3,429 0.08% 0.09% 486 +2,162 7.23% Q4 2025 Jan 28, 2026
Balefire, LLC History Added to 32,033 3,417 0.67% 0.58% 487 +4,196 15.07% Q4 2025 Jan 12, 2026
Onyx Bridge Wealth Group LLC History Reduced 31,541 3,365 0.36% 0.41% 488 -4,689 -12.94% Q4 2025 Feb 18, 2026
Pinnacle Wealth Management, LLC History Reduced 31,282 3,337 2.25% 2.21% 489 -67 -0.21% Q4 2025 Jan 15, 2026
Aspetuck Financial Management LLC History Reduced 31,140 3,322 2.23% 2.33% 490 -1,377 -4.23% Q4 2025 Feb 11, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 31,106 3,319 0.56% 0.58% 491 -265 -0.84% Q4 2025 Feb 10, 2026
SkyOak Wealth, LLC History Added to 31,086 3,316 0.6% 0.57% 492 +2,076 7.16% Q4 2025 Feb 05, 2026
Gilbert Capital Group, Inc. History Reduced 30,589 3,263 2.45% 6.79% 493 -53,381 -63.57% Q4 2025 Jan 23, 2026
Financial Network Wealth Advisors LLC History Added to 29,927 3,193 3.33% 3.29% 494 +1,115 3.87% Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 29,909 3,191 0.69% 0.92% 495 -7,471 -19.99% Q4 2025 Feb 02, 2026
Turtle Creek Wealth Advisors, LLC History No change 29,896 3,189 0.25% 0.28% 496 0 0.0% Q4 2025 Jan 28, 2026
Caprock Group, LLC History Reduced 29,760 3,175 0.07% 0.07% 497 -459 -1.52% Q4 2025 Jan 28, 2026
Keudell/Morrison Wealth Management History New 29,726 3,171 0.67% — 498 +29,726 New Q4 2025 Feb 06, 2026
ESL Trust Services, LLC History Reduced 29,513 3,149 0.6% 12.79% 499 -594,084 -95.27% Q4 2025 Feb 10, 2026
Coppell Advisory Solutions LLC History Reduced 29,006 3,117 0.31% 0.46% 500 -12,740 -30.52% Q4 2025 Feb 17, 2026
Towne Trust Company, N.A History Added to 29,147 3,109 0.97% 0.39% 501 +17,516 150.6% Q4 2025 Jan 26, 2026
Shum Financial Group, Inc. History Reduced 29,105 3,105 2.24% 2.28% 502 -98 -0.34% Q4 2025 Jan 15, 2026
Summit Investment Advisory Services, LLC History Reduced 28,899 3,083 1.16% 1.29% 503 -2,163 -6.96% Q4 2025 Feb 04, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 28,874 3,080 0.39% 0.36% 504 +4,724 19.56% Q4 2025 Jan 15, 2026
Wilkins Miller Wealth Management, LLC History Reduced 28,648 3,056 1.82% 1.98% 505 -1,918 -6.27% Q4 2025 Jan 21, 2026
Wrenne Financial Planning LLC History Reduced 28,560 3,047 1.24% 1.31% 506 -657 -2.25% Q4 2025 Feb 10, 2026
LOWERY THOMAS, LLC History Reduced 28,530 3,044 1.72% 1.77% 507 -872 -2.97% Q4 2025 Jan 26, 2026
Global Strategic Investment Solutions, LLC History Reduced 28,285 3,017 0.29% 0.3% 508 -175 -0.61% Q4 2025 Jan 29, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 27,616 2,946 0.73% 0.53% 509 +5,366 24.12% Q4 2025 Jan 08, 2026
B. Riley Wealth Advisors, Inc. History Reduced 27,414 2,925 0.13% 0.14% 510 -1,575 -5.43% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 27,235 2,906 0.0% 0.01% 511 -21,904 -44.58% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 26,913 2,871 0.07% 0.07% 512 +325 1.22% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Added to 26,474 2,824 0.0% 0.0% 513 +245 0.93% Q4 2025 Feb 12, 2026
Kuhn & Co Investment Counsel History Added to 26,374 2,814 1.88% 2.0% 514 +2,144 8.85% Q4 2025 Feb 09, 2026
Rede Wealth, LLC History New 26,193 2,794 0.97% — 515 +26,193 New Q4 2025 Jan 23, 2026
Yukon Wealth Management, Inc. History Reduced 26,832 2,790 1.61% 1.0% 516 -2,241 -7.71% Q4 2025 Feb 10, 2026
Integrity Wealth Solutions LLC History Reduced 26,130 2,788 1.1% 1.25% 517 -672 -2.51% Q4 2025 Feb 02, 2026
Diversified Trust Co History No change 25,997 2,773 0.05% 0.05% 518 0 0.0% Q4 2025 Jan 09, 2026
Iowa State Bank History Reduced 25,606 2,732 0.51% 0.52% 519 -360 -1.39% Q4 2025 Jan 06, 2026
Freedom Investment Management, Inc. History Added to 25,546 2,725 0.79% 0.69% 520 +680 2.73% Q4 2025 Feb 06, 2026
Triton Wealth Management, PLLC History Reduced 25,819 2,722 1.02% 1.07% 521 -183 -0.7% Q4 2025 Feb 05, 2026
Simplicity Wealth,LLC History Reduced 25,413 2,711 0.16% 0.17% 522 -2,266 -8.19% Q4 2025 Jan 30, 2026
ALTFEST L J & CO INC History Added to 25,100 2,678 0.29% 0.28% 523 +1,414 5.97% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History Reduced 24,975 2,664 0.2% 0.21% 524 -1,420 -5.38% Q4 2025 Jan 29, 2026
CWA Asset Management Group, LLC History Reduced 24,711 2,636 0.1% 0.1% 525 -728 -2.86% Q4 2025 Jan 07, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 24,393 2,602 1.19% 1.47% 526 -3,938 -13.9% Q4 2025 Feb 04, 2026
Brookwood Investment Group LLC History Added to 24,334 2,596 0.31% 0.31% 527 +1,648 7.26% Q4 2025 Jan 22, 2026
Stegent Equity Advisors, Inc. History Added to 24,323 2,595 2.02% 2.04% 528 +347 1.45% Q4 2025 Jan 14, 2026
Tower Research Capital LLC (TRC) History Added to 24,228 2,585 0.06% 0.04% 529 +10,744 79.68% Q4 2025 Feb 17, 2026
WAYSTONE ADVISORS LLC History New 23,886 2,548 2.19% — 530 +23,886 New Q4 2025 Feb 09, 2026
Tradition Wealth Management, LLC History Reduced 23,831 2,542 0.18% 0.19% 531 -284 -1.18% Q4 2025 Feb 11, 2026
Curran Financial Partners, LLC History Added to 23,788 2,538 0.48% 0.48% 532 +438 1.88% Q4 2025 Jan 22, 2026
Advance Capital Management, Inc. History Added to 23,773 2,536 0.11% 0.11% 533 +10 0.04% Q4 2025 Jan 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 23,615 2,519 0.0% 0.0% 534 +4,765 25.28% Q4 2025 Feb 13, 2026
Milestones Private Investment Advisors LLC History Reduced 23,553 2,513 1.73% 1.83% 535 -2,119 -8.25% Q4 2025 Jan 26, 2026
VANCE WEALTH, LLC History Reduced 23,262 2,482 0.74% 0.84% 536 -2,925 -11.17% Q4 2025 Feb 17, 2026
Financial Futures Ltd Liability Co. History Reduced 23,238 2,479 1.15% 1.25% 537 -1,447 -5.86% Q4 2025 Jan 23, 2026
STEVENS CAPITAL PARTNERS History Added to 23,020 2,456 0.64% 0.71% 538 +316 1.39% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Added to 26,954 2,454 0.18% 0.15% 539 +2,495 10.2% Q4 2025 Feb 18, 2026
CAMDEN NATIONAL BANK History Added to 22,986 2,452 0.34% 0.31% 540 +1,483 6.9% Q4 2025 Feb 10, 2026
MITCHELL SINKLER & STARR/PA History No change 22,915 2,445 1.1% 1.08% 541 0 0.0% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 22,852 2,438 0.01% — 542 +22,852 New Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 22,622 2,414 0.02% — 543 +22,622 New Q4 2025 Feb 18, 2026
MAI Capital Management History Added to 22,422 2,392 0.01% 0.01% 544 +3,601 19.13% Q4 2025 Feb 13, 2026
MCDONALD PARTNERS LLC History Reduced 22,166 2,365 0.74% 0.75% 545 -1,857 -7.73% Q4 2025 Feb 02, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 22,478 2,355 0.64% 0.72% 546 +254 1.14% Q4 2025 Feb 10, 2026
PCG Wealth Advisors, LLC History Added to 21,963 2,343 0.66% 0.49% 547 +5,793 35.83% Q4 2025 Feb 05, 2026
Wells Financial Advisors INC History Reduced 21,866 2,333 4.43% 4.27% 548 -8,691 -28.44% Q4 2025 Feb 02, 2026
Third View Private Wealth, LLC History New 21,623 2,307 0.31% — 549 +21,623 New Q4 2025 Jan 23, 2026
Rehmann Capital Advisory Group History Reduced 21,505 2,294 0.12% 0.12% 550 -308 -1.41% Q4 2025 Mar 04, 2026
Meridian Financial Advisors, LLC History Reduced 21,407 2,284 1.24% 1.3% 551 -637 -2.89% Q4 2025 Jan 23, 2026
Alliance Private Wealth, LLC History New 21,285 2,253 0.78% — 552 +21,285 New Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 21,000 2,240 0.24% 0.33% 553 -8,077 -27.78% Q4 2025 Feb 05, 2026
Wealth Advisors Northwest LLC History Reduced 20,950 2,235 0.99% 1.11% 554 -1,043 -4.74% Q4 2025 Jan 16, 2026
Raab & Moskowitz Asset Management LLC History Reduced 20,649 2,203 0.48% 0.49% 555 -229 -1.1% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Added to 11,233 2,186 0.06% 0.03% 556 +109 0.98% Q4 2025 Jan 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 20,322 2,168 0.46% 0.51% 557 +1,568 8.36% Q4 2025 Feb 13, 2026
MKT Advisors LLC History Reduced 20,187 2,163 0.74% 0.81% 558 -484 -2.34% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 19,633 2,094 0.04% 0.04% 559 +128 0.66% Q4 2025 Jan 16, 2026
Palatine Hill Wealth Management, LLC History New 19,493 2,079 1.68% — 560 +19,493 New Q4 2025 Feb 10, 2026
Mascagni Wealth Management, Inc. History Reduced 19,431 2,073 1.55% 1.62% 561 -584 -2.92% Q4 2025 Feb 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 19,271 2,056 0.01% 0.01% 562 +203 1.06% Q4 2025 Feb 05, 2026
WHITE PINE CAPITAL LLC History Reduced 18,819 2,007 0.55% 0.56% 563 -35 -0.19% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History Reduced 18,712 1,996 0.48% 0.51% 564 -313 -1.65% Q4 2025 Jan 12, 2026
HBW ADVISORY SERVICES LLC History Added to 18,679 1,993 0.22% 0.22% 565 +169 0.91% Q4 2025 Jan 23, 2026
Ring Mountain Capital, LLC History Reduced 18,551 1,990 1.02% 1.09% 566 -199 -1.06% Q4 2025 Jan 27, 2026
Cresset Asset Management, LLC History Added to 18,446 1,968 0.01% 0.01% 567 +24 0.13% Q4 2025 Feb 17, 2026
INSPIRE TRUST CO, N.A. History Reduced 18,347 1,957 0.32% 0.35% 568 -220 -1.18% Q4 2025 Feb 10, 2026
McAdam, LLC History Added to 18,281 1,950 0.09% 0.09% 569 +647 3.67% Q4 2025 Feb 13, 2026
Three Bridge Wealth Advisors, LLC History No change 18,200 1,941 0.51% 0.49% 570 0 0.0% Q4 2025 Feb 10, 2026
AMJ Financial Wealth Management History Reduced 18,108 1,932 0.46% 0.46% 571 -458 -2.47% Q4 2025 Feb 05, 2026
Optivise Advisory Services LLC History Added to 18,047 1,925 1.11% 1.11% 572 +152 0.85% Q4 2025 Jan 12, 2026
Fiduciary Alliance LLC History Reduced 17,935 1,913 0.13% 0.13% 573 -679 -3.65% Q4 2025 Jan 22, 2026
PFG Advisors History Reduced 17,831 1,902 0.09% 0.28% 574 -48,271 -73.03% Q4 2025 Jan 27, 2026
Lifeworks Advisors, LLC History Reduced 17,769 1,895 0.25% 0.25% 575 -85 -0.48% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 17,572 1,874 0.04% — 576 +17,572 New Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 17,381 1,854 0.11% 0.11% 577 +99 0.57% Q4 2025 Feb 10, 2026
Invesco Ltd. History Reduced 17,124 1,827 0.0% 0.0% 578 -1,501 -8.06% Q4 2025 Feb 19, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 16,930 1,806 1.14% 1.4% 579 -2,355 -12.21% Q4 2025 Jan 28, 2026
Fourth Dimension Wealth, LLC History Reduced 16,872 1,800 0.66% 0.69% 580 -509 -2.93% Q4 2025 Feb 04, 2026
Latitude Advisors, LLC History Added to 16,793 1,791 0.79% 0.75% 581 +1,033 6.55% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Reduced 16,695 1,781 0.11% 0.11% 582 -72 -0.43% Q4 2025 Feb 17, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 16,257 1,755 0.6% 0.62% 583 +23 0.14% Q4 2025 Jan 12, 2026
Ignite Planners, LLC History Reduced 16,354 1,754 0.27% 0.29% 585 -432 -2.57% Q4 2025 Feb 06, 2026
SFMG, LLC History Reduced 16,439 1,754 0.12% 0.12% 584 -345 -2.06% Q4 2025 Feb 10, 2026
Stonebridge Financial Planning Group, LLC History Reduced 16,290 1,738 0.63% 0.64% 586 -91 -0.56% Q4 2025 Feb 05, 2026
LWM Advisory Services, LLC History Added to 16,162 1,724 1.01% 0.86% 587 +1,998 14.11% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Reduced 16,156 1,723 0.06% 0.07% 588 -2,384 -12.86% Q4 2025 Jan 27, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 16,086 1,716 0.13% 0.1% 589 +2,499 18.39% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 16,025 1,709 0.02% 0.02% 590 -999 -5.87% Q4 2025 Feb 05, 2026
Voya Financial Advisors, Inc. History Reduced 15,719 1,691 0.16% 0.18% 591 -2,640 -14.38% Q4 2025 Feb 13, 2026
Thrive Capital Management, LLC History Reduced 15,819 1,687 0.38% 0.54% 592 -4,047 -20.37% Q4 2025 Feb 09, 2026
Fragasso Financial Advisors Inc History Reduced 15,765 1,682 0.1% 0.1% 593 -249 -1.55% Q4 2025 Jan 07, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 15,750 1,680 1.23% 1.24% 594 -445 -2.75% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 15,617 1,666 0.01% 0.01% 595 -8 -0.05% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Reduced 15,569 1,661 0.89% 0.92% 597 -348 -2.19% Q4 2025 Feb 24, 2026
Grant Private Wealth Management Inc History Reduced 15,571 1,661 1.0% 1.01% 596 -60 -0.38% Q4 2025 Jan 05, 2026
Wall Capital Group, Inc. History New 15,363 1,639 1.56% — 598 +15,363 New Q4 2025 Feb 17, 2026
JERICHO FINANCIAL, LLP History Reduced 15,368 1,639 0.99% 1.23% 599 -3,983 -20.58% Q4 2025 Jan 21, 2026
FIDELITY D & D BANCORP INC History No change 15,263 1,628 0.7% 0.88% 600 0 0.0% Q4 2025 Feb 09, 2026
SevenBridge Financial Group, LLC History Added to 15,060 1,621 0.26% 0.23% 601 +1,787 13.46% Q4 2025 Feb 02, 2026
FIRST FINANCIAL CORP /IN/ History No change 15,032 1,603 0.61% 0.62% 602 0 0.0% Q4 2025 Jan 13, 2026
Teucrium Investment Advisors, LLC History New 14,981 1,598 1.75% — 603 +14,981 New Q4 2025 Feb 17, 2026
ES4, LLC History New 14,952 1,595 1.1% — 604 +14,952 New Q4 2025 Feb 13, 2026
DRW Securities, LLC History New 14,777 1,576 0.04% — 605 +14,777 New Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 14,348 1,544 0.05% 0.06% 606 -74 -0.51% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 14,416 1,538 0.02% 0.02% 607 0 0.0% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 14,369 1,533 0.08% 0.06% 608 +4,867 51.22% Q4 2025 Jan 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 14,363 1,532 0.48% 0.51% 609 -151 -1.04% Q4 2025 Jan 07, 2026
IMA Advisory Services, Inc. History Added to 14,237 1,519 0.15% 0.09% 610 +5,935 71.49% Q4 2025 Feb 11, 2026
KM Capital Management Ltd. History Added to 14,196 1,514 0.77% 0.68% 611 +189 1.35% Q4 2025 Feb 17, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 14,186 1,513 0.5% 0.48% 612 +449 3.27% Q4 2025 Jan 27, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 14,194 1,497 0.58% 1.42% 613 -16,286 -53.43% Q4 2025 Feb 12, 2026
Interchange Capital Partners, LLC History Reduced 14,014 1,495 0.28% 0.29% 614 -102 -0.72% Q4 2025 Jan 30, 2026
CALTON & ASSOCIATES, INC. History Added to 13,779 1,470 0.22% 0.21% 615 +113 0.83% Q4 2025 Feb 10, 2026
Gryphon Financial Partners LLC History Added to 13,698 1,461 0.16% 0.03% 616 +11,274 465.1% Q4 2025 Jan 08, 2026
rebel Financial LLC History New 13,688 1,460 0.62% — 617 +13,688 New Q4 2025 Mar 27, 2026
Vantage Point Financial LLC History Reduced 13,678 1,459 0.52% 0.58% 618 -570 -4.0% Q4 2025 Feb 02, 2026
Quadcap Wealth Management, LLC History Reduced 13,629 1,454 0.17% 0.17% 619 -11 -0.08% Q4 2025 Jan 29, 2026
Verdence Capital Advisors LLC History Reduced 13,545 1,445 0.09% 0.11% 620 -3,574 -20.88% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Added to 13,539 1,444 0.0% 0.0% 621 +2,907 27.34% Q4 2025 Feb 17, 2026
BOKF, NA History Added to 13,476 1,437 0.02% 0.01% 622 +7,764 135.92% Q4 2025 Feb 03, 2026
IEQ CAPITAL, LLC History Added to 13,379 1,427 0.0% 0.0% 624 +9,266 225.29% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 13,380 1,427 0.01% 0.01% 623 +5,717 74.61% Q4 2025 Feb 13, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 13,322 1,421 0.49% 0.14% 625 +9,883 287.38% Q4 2025 Jan 08, 2026
River Street Advisors LLC History Reduced 13,178 1,406 0.53% 0.53% 626 -24 -0.18% Q4 2025 Jan 26, 2026
Lloyd Advisory Services, LLC. History New 13,049 1,392 0.54% — 627 +13,049 New Q4 2025 Feb 06, 2026
Sun Financial Inc History New 13,046 1,391 0.78% — 628 +13,046 New Q4 2025 Feb 02, 2026
Cerro Pacific Wealth Advisors LLC History Added to 13,030 1,390 0.37% 0.37% 629 +47 0.36% Q4 2025 Feb 02, 2026
Sunbelt Securities, Inc. History Reduced 13,013 1,388 0.09% 0.09% 630 -57 -0.44% Q4 2025 Feb 20, 2026
COZAD ASSET MANAGEMENT INC History Added to 12,976 1,384 0.11% 0.03% 631 +8,770 208.51% Q4 2025 Feb 13, 2026
Bill Few Associates, Inc. History Added to 12,828 1,368 0.34% 0.32% 632 +1,029 8.72% Q4 2025 Jan 12, 2026
ABLE Financial Group, LLC History Added to 12,803 1,366 0.28% 0.28% 633 +267 2.13% Q4 2025 Jan 23, 2026
Koss-Olinger Consulting, LLC History Reduced 12,766 1,362 0.11% 0.15% 634 -6,299 -33.04% Q4 2025 Feb 10, 2026
FELL CAPITAL MANAGEMENT /ADV History New 12,719 1,357 1.32% — 635 +12,719 New Q4 2025 Mar 27, 2026
Caldwell Trust Co History Added to 12,599 1,344 0.12% 0.12% 636 +8 0.06% Q4 2025 Jan 30, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 12,480 1,333 1.12% — 638 +12,480 New Q4 2025 Jan 20, 2026
Tennessee Valley Asset Management Partners History Reduced 12,501 1,333 0.17% 0.19% 637 -565 -4.32% Q4 2025 Feb 05, 2026
Arcadia Wealth Management, LLC History Reduced 12,469 1,330 0.49% 0.65% 639 -3,310 -20.98% Q4 2025 Feb 03, 2026
TSG Advice Partners, LLC History New 12,459 1,329 0.2% — 641 +12,459 New Q4 2025 Feb 17, 2026
MY Wealth Management Inc. History No change 12,460 1,329 1.16% 1.14% 640 0 0.0% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Added to 12,307 1,313 0.04% 0.02% 642 +5,171 72.46% Q4 2025 Feb 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 12,259 1,308 0.14% 0.13% 643 +1,696 16.06% Q4 2025 Feb 13, 2026
Sunesis Advisors, LLC History No change 12,221 1,303 0.59% 0.6% 644 0 0.0% Q4 2025 Feb 02, 2026
Waldron Private Wealth LLC History No change 12,145 1,295 0.05% 0.05% 645 0 0.0% Q4 2025 Jan 14, 2026
Ayalon Insurance Comp Ltd. History No change 12,122 1,293 0.31% 0.32% 646 0 0.0% Q4 2025 Jan 12, 2026
Pinnacle Family Advisors, LLC History Reduced 12,113 1,292 0.57% 1.79% 647 -27,083 -69.1% Q4 2025 Feb 17, 2026
CV Advisors LLC History No change 12,035 1,284 0.33% 0.35% 648 0 0.0% Q4 2025 Jan 20, 2026
Centerpoint Advisors, LLC History Reduced 12,013 1,282 0.39% 0.42% 649 -1,058 -8.09% Q4 2025 Feb 13, 2026
Claris Financial LLC History Added to 12,024 1,282 0.68% 0.71% 650 +11 0.09% Q4 2025 Feb 19, 2026
Altman Advisors, Inc. History Added to 92,421 1,278 0.48% 0.48% 651 +1,606 1.77% Q4 2025 Feb 04, 2026
Twelve Points Wealth Management LLC History Reduced 11,716 1,264 0.28% 0.32% 652 -493 -4.04% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 11,794 1,258 0.04% 0.04% 653 +1,546 15.09% Q4 2025 Jan 14, 2026
Sterling Investment Advisors, Ltd. History Added to 11,778 1,256 0.23% 0.24% 654 +1 0.01% Q4 2025 Feb 09, 2026
Tilson Financial Group, Inc. History Reduced 11,754 1,254 0.39% 0.41% 655 -75 -0.63% Q4 2025 Feb 05, 2026
GTS SECURITIES LLC History New 11,633 1,241 0.04% — 656 +11,633 New Q4 2025 Feb 13, 2026
Bay Capital Advisors, LLC History Reduced 11,585 1,236 0.75% 0.8% 657 -119 -1.02% Q4 2025 Jan 16, 2026
FreeGulliver LLC History Reduced 11,584 1,235 0.45% 0.57% 658 -629 -5.15% Q4 2025 Feb 12, 2026
TFB Advisors LLC History Added to 11,464 1,223 0.34% 0.34% 659 +269 2.4% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Reduced 11,450 1,221 0.02% 0.02% 660 -524 -4.38% Q4 2025 Feb 17, 2026
PMG Wealth Management, Inc. History Reduced 11,405 1,216 0.89% 0.92% 661 -218 -1.88% Q4 2025 Jan 23, 2026
Virtue Capital Management, LLC History Added to 11,277 1,203 0.19% 0.09% 662 +1,203 11.94% Q4 2025 Feb 18, 2026
POTENTIA WEALTH History Reduced 11,128 1,187 0.44% 0.46% 663 -329 -2.87% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 11,032 1,177 0.0% 0.0% 664 +1,738 18.7% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 11,010 1,174 0.14% 0.13% 665 +3,866 54.12% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 10,930 1,166 0.09% 0.09% 666 -507 -4.43% Q4 2025 Jan 20, 2026
Sherman Wealth Management LLC History New 10,906 1,163 1.01% — 667 +10,906 New Q4 2025 Jan 15, 2026
OPAL CAPITAL LLC History New 7,503 1,153 0.29% — 668 +7,503 New Q4 2025 Feb 17, 2026
Wallace Advisory Group, LLC History Reduced 10,760 1,148 1.2% 1.03% 669 -2,627 -19.62% Q4 2025 Jan 23, 2026
Brio Consultants, LLC History Added to 10,729 1,144 0.15% 0.11% 670 +3,223 42.94% Q4 2025 Feb 04, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 10,694 1,141 0.03% 0.03% 671 -91 -0.84% Q4 2025 Feb 13, 2026
DGS Capital Management, LLC History Added to 10,616 1,132 0.19% 0.2% 672 +127 1.21% Q4 2025 Feb 24, 2026
Lantz Financial LLC History Reduced 10,577 1,128 0.24% 0.25% 673 -93 -0.87% Q4 2025 Jan 14, 2026
Certified Advisory Corp History Reduced 10,563 1,127 0.1% 0.11% 674 -727 -6.44% Q4 2025 Jan 12, 2026
AdvisorNet Financial, Inc History Added to 10,527 1,123 0.06% 0.06% 675 +281 2.74% Q4 2025 Jan 20, 2026
Focus Partners Advisor Solutions, LLC History Added to 10,486 1,118 0.01% 0.0% 676 +7,695 275.71% Q4 2025 Feb 11, 2026
Fingerlakes Wealth Management, Inc. History Reduced 10,469 1,117 0.71% 0.79% 677 -1,183 -10.15% Q4 2025 Feb 05, 2026
Confluence Wealth Services, Inc. History Reduced 10,472 1,117 0.05% 0.05% 678 -208 -1.95% Q4 2025 Jan 28, 2026
GGM Financials LLC History Added to 10,455 1,115 0.54% 0.53% 679 +449 4.49% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 10,423 1,112 0.03% 0.02% 680 +2,445 30.65% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 10,420 1,111 0.14% — 681 +10,420 New Q4 2025 Jan 27, 2026
FineMark National Bank & Trust History Reduced 10,342 1,103 0.03% 0.04% 682 -1,019 -8.97% Q4 2025 Feb 12, 2026
BankPlus Trust Department History Added to 10,289 1,097 0.29% 0.01% 683 +10,000 3460.21% Q4 2025 Jan 27, 2026
Legacy Edge Advisors, LLC History New 10,244 1,093 0.12% — 684 +10,244 New Q4 2025 Feb 02, 2026
Arkadios Wealth Advisors History Added to 10,193 1,087 0.02% 0.02% 685 +244 2.45% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History Reduced 10,166 1,084 0.11% 0.67% 687 -25,331 -71.36% Q4 2025 Jan 30, 2026
SFG Wealth Management, LLC. History Added to 10,161 1,084 0.43% 0.44% 686 +390 3.99% Q4 2025 Feb 03, 2026
HUB Investment Partners, LLC History Reduced 10,118 1,079 0.03% 0.05% 688 -3,238 -24.24% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Added to 10,081 1,075 0.07% 0.06% 689 +460 4.78% Q4 2025 Feb 05, 2026
Sovereign Financial Group, Inc. History Reduced 10,072 1,074 0.19% 0.21% 690 -778 -7.17% Q4 2025 Jan 07, 2026
Jefferies Financial Group Inc. History Added to 10,019 1,069 0.01% 0.0% 691 +483 5.07% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Added to 9,916 1,058 0.02% 0.02% 692 +400 4.2% Q4 2025 Jan 21, 2026
MATHER GROUP, LLC. History No change 9,837 1,049 0.01% 0.01% 693 0 0.0% Q4 2025 Jan 13, 2026
OmniStar Financial Group, Inc. History Added to 9,813 1,047 0.61% 0.61% 694 +150 1.55% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 9,804 1,046 0.2% 0.27% 695 -2,394 -19.63% Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History Added to 9,748 1,040 0.08% 0.08% 696 +1,226 14.39% Q4 2025 Jan 13, 2026
Pinion Investment Advisors, LLC History Reduced 9,731 1,038 0.25% 0.28% 697 -13 -0.13% Q4 2025 Jan 29, 2026
Prosperity Planning, Inc. History Reduced 9,720 1,037 0.27% 0.28% 698 -73 -0.75% Q4 2025 Jan 14, 2026
Banco BTG Pactual S.A. History Reduced 9,690 1,033 0.18% 0.33% 699 -11,943 -55.21% Q4 2025 Feb 12, 2026
FC Advisory LLC History Reduced 9,689 1,033 0.3% 0.3% 700 -83 -0.85% Q4 2025 Jan 13, 2026
Essex Financial Services, Inc. History Reduced 9,632 1,027 0.06% 0.07% 701 -1,072 -10.01% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Added to 9,618 1,026 0.02% 0.0% 703 +6,359 195.12% Q4 2025 Feb 18, 2026
FIDUCIARY TRUST CO History Reduced 9,625 1,026 0.01% 0.01% 702 -65 -0.67% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History No change 9,607 1,025 0.03% 0.03% 704 0 0.0% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Reduced 9,573 1,021 0.02% 0.02% 705 -1,380 -12.6% Q4 2025 Jan 20, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 9,543 1,018 0.38% — 706 +9,543 New Q4 2025 Jan 21, 2026
John W. Brooker & Co., CPAs History Added to 9,525 1,016 1.82% 2.02% 707 +1 0.01% Q4 2025 Jan 13, 2026
AlphaCore Capital LLC History Reduced 9,468 1,010 0.02% 0.04% 708 -2,845 -23.11% Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Reduced 9,422 1,005 0.03% 0.03% 709 -432 -4.38% Q4 2025 Feb 19, 2026
TD Waterhouse Canada Inc. History Added to 9,396 1,002 0.01% 0.0% 710 +6,276 201.15% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Added to 9,374 1,000 0.01% 0.0% 711 +4,876 108.4% Q4 2025 Jan 29, 2026
CITIGROUP INC History Reduced 9,369 999 0.0% 0.0% 712 -15,486 -62.31% Q4 2025 Feb 13, 2026
MATAURO, LLC History Reduced 9,319 994 0.15% 0.16% 713 -440 -4.51% Q4 2025 Jan 16, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 9,290 991 0.03% 0.03% 714 +1,649 21.58% Q4 2025 Jan 30, 2026
Laurel Wealth Advisors LLC History Added to 9,282 990 0.13% 0.13% 715 +127 1.39% Q4 2025 Jan 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 9,223 984 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 09, 2026
Venturi Wealth Management, LLC History Added to 9,222 983 0.04% 0.04% 717 +551 6.35% Q4 2025 Jan 22, 2026
SECURED RETIREMENT ADVISORS, LLC History Reduced 9,190 980 0.55% 0.59% 718 -937 -9.25% Q4 2025 Jan 30, 2026
Beacon Capital Management, LLC History Added to 9,174 978 0.15% 0.08% 720 +3,919 74.58% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 9,174 978 0.0% 0.0% 719 +333 3.77% Q4 2025 Feb 13, 2026
Integrity Advisory Solutions, LLC History Added to 9,134 974 0.14% 0.14% 721 +545 6.35% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Added to 9,127 973 0.0% 0.0% 722 +587 6.87% Q4 2025 Jan 30, 2026
Hilltop Holdings Inc. History Reduced 9,103 971 0.06% 0.05% 723 -167 -1.8% Q4 2025 Feb 17, 2026
Capital Management Associates, Inc History Added to 9,032 963 0.21% 0.22% 724 +1,253 16.11% Q4 2025 Jan 21, 2026
Schrum Private Wealth Management LLC History Added to 8,942 954 0.71% 0.63% 725 +657 7.93% Q4 2025 Feb 17, 2026
DAHRING {-} CUSMANO LLC History Added to 8,949 954 0.66% 0.67% 726 +13 0.15% Q4 2025 Feb 05, 2026
LaSalle St. Investment Advisors, LLC History Added to 8,913 951 0.15% 0.17% 727 +12 0.13% Q4 2025 Feb 17, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 8,868 946 0.15% 0.06% 728 +5,797 188.77% Q4 2025 Feb 03, 2026
Orin Green Financial, LLC History No change 8,861 945 0.38% 0.37% 729 0 0.0% Q4 2025 Feb 06, 2026
ATX Financial Planning, LLC History New 8,826 941 0.73% — 730 +8,826 New Q4 2025 Feb 19, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 8,800 938 0.0% 0.0% 731 -19,800 -69.23% Q4 2025 Feb 12, 2026
CORE WEALTH ADVISORS, LLC History New 8,798 938 0.74% — 732 +8,798 New Q4 2025 Feb 10, 2026
Texas Yale Capital Corp. History No change 8,789 937 0.03% 0.03% 733 0 0.0% Q4 2025 Feb 10, 2026
Moors & Cabot, Inc. History Added to 8,757 934 0.04% 0.02% 734 +4,731 117.51% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Added to 8,702 928 0.06% 0.05% 735 +1,537 21.45% Q4 2025 Apr 02, 2026
WILLNER & HELLER, LLC History Reduced 8,531 910 0.65% 0.69% 736 -104 -1.2% Q4 2025 Jan 12, 2026
McGlone Suttner Wealth Management, Inc. History Added to 8,460 902 0.12% 0.12% 737 +32 0.38% Q4 2025 Jan 15, 2026
Impact Partnership Wealth, LLC History New 8,433 899 0.12% — 738 +8,433 New Q4 2025 Feb 10, 2026
Americana Partners, LLC History Added to 8,415 897 0.02% 0.01% 739 +3,910 86.79% Q4 2025 Feb 06, 2026
Vantage Financial Partners, LLC History Added to 8,387 894 0.18% 0.18% 740 +9 0.11% Q4 2025 Feb 03, 2026
Entelevest, LLC History New 8,370 893 0.89% — 741 +8,370 New Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Reduced 8,363 892 0.03% 0.03% 742 -379 -4.34% Q4 2025 Jan 12, 2026
Integrated Advisors Network LLC History Added to 8,348 890 0.04% 0.02% 743 +3,819 84.32% Q4 2025 Feb 17, 2026
Ballast Rock Private Wealth LLC History New 8,173 872 0.54% — 744 +8,173 New Q4 2025 Feb 04, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Added to 8,170 871 0.2% 0.17% 745 +955 13.24% Q4 2025 Feb 13, 2026
Kelly Financial Services LLC History Reduced 8,140 868 0.22% 0.25% 746 -1,280 -13.59% Q4 2025 Jan 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 8,067 860 0.03% 0.05% 747 0 0.0% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 8,045 858 0.01% 0.01% 748 +83 1.04% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Reduced 7,972 850 0.01% 0.02% 749 -893 -10.07% Q4 2025 Feb 09, 2026
Global View Capital Management LLC History Added to 7,955 848 0.16% 0.16% 750 +527 7.09% Q4 2025 Jan 14, 2026
Advisor Resource Council History New 7,871 846 0.3% — 751 +7,871 New Q4 2025 Feb 10, 2026
TrueWealth Financial Partners History New 7,897 842 0.7% — 752 +7,897 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 7,897 842 0.7% — 753 +7,897 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Added to 7,857 838 0.02% 0.02% 754 +222 2.91% Q4 2025 Feb 03, 2026
Monetary Solutions, Ltd History New 7,830 835 0.82% — 755 +7,830 New Q4 2025 Feb 23, 2026
Mach-1 Financial Group, LLC History Reduced 7,787 830 0.17% 0.14% 756 -802 -9.34% Q4 2025 Feb 06, 2026
Alpha Cubed Investments, LLC History Added to 7,762 828 0.03% 0.02% 757 +2,647 51.75% Q4 2025 Feb 03, 2026
Tempus Wealth Planning, LLC History Reduced 7,701 821 0.19% 0.23% 758 -2,086 -21.31% Q4 2025 Jan 16, 2026
Triad Wealth Partners, LLC History Added to 7,683 819 0.08% 0.08% 759 +1,409 22.46% Q4 2025 Jan 22, 2026
Vise Technologies, Inc. History New 7,654 816 0.02% — 760 +7,654 New Q4 2025 Feb 11, 2026
626 Financial, LLC History Reduced 7,610 811 0.35% 0.39% 761 -932 -10.91% Q4 2025 Feb 05, 2026
GC Wealth Management RIA, LLC History Added to 7,564 807 0.03% 0.02% 763 +935 14.1% Q4 2025 Jan 30, 2026
STEPHENS INC /AR/ History Reduced 7,569 807 0.01% 0.01% 762 -37 -0.49% Q4 2025 Feb 05, 2026
4WEALTH ADVISORS, INC. History Reduced 7,480 798 0.68% 0.7% 764 -41 -0.55% Q4 2025 Jan 21, 2026
Founders Financial Alliance, LLC History Added to 7,457 795 0.15% 0.14% 765 +199 2.74% Q4 2025 Feb 12, 2026
SHP Wealth Management History New 7,448 794 0.06% — 766 +7,448 New Q4 2025 Mar 04, 2026
GLENMEDE TRUST CO NA History New 7,389 788 0.0% — 767 +7,389 New Q4 2025 Feb 17, 2026
Elevation Capital Advisory, LLC History New 7,352 784 0.32% — 768 +7,352 New Q4 2025 Jan 26, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 7,354 784 0.04% 0.09% 769 -6,938 -48.54% Q4 2025 Feb 17, 2026
TFR Capital, LLC. History Reduced 7,332 782 0.26% 0.26% 770 -45 -0.61% Q4 2025 Jan 27, 2026
Wallington Asset Management, LLC History Reduced 7,230 771 0.1% 0.1% 771 -410 -5.37% Q4 2025 Jan 14, 2026
Csenge Advisory Group History Added to 7,219 770 0.03% 0.04% 772 +63 0.88% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 7,174 765 0.02% — 773 +7,174 New Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History No change 7,176 765 0.04% 0.04% 774 0 0.0% Q4 2025 Feb 06, 2026
Solutions 4 Wealth, Ltd History Added to 7,160 763 1.15% 1.16% 775 +31 0.43% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History No change 7,143 762 0.01% 0.01% 776 0 0.0% Q4 2025 Jan 13, 2026
Ellevest, Inc. History No change 7,138 761 0.11% 0.11% 777 0 0.0% Q4 2025 Feb 10, 2026
McClarren Financial Advisors, Inc. History Reduced 3,777 760 0.45% 0.43% 778 -1,372 -26.65% Q4 2025 Jan 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 7,108 758 0.05% 0.05% 779 +734 11.52% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 7,094 756 0.13% 0.13% 781 +289 4.25% Q4 2025 Feb 12, 2026
PKS Advisory Services, LLC History Reduced 7,093 756 0.17% 0.16% 780 -101 -1.4% Q4 2025 Feb 02, 2026
Beacon Bank & Trust History Reduced 7,085 755 0.15% 0.17% 783 -501 -6.6% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 7,083 755 0.05% 0.05% 782 +144 2.08% Q4 2025 Feb 06, 2026
Procyon Advisors, LLC History Reduced 7,061 753 0.04% 0.05% 784 -430 -5.74% Q4 2025 Jan 07, 2026
Diversified Enterprises, LLC History No change 7,063 753 0.04% 0.05% 785 0 0.0% Q4 2025 Jan 28, 2026
Indivisible Partners History New 7,027 749 0.08% — 787 +7,027 New Q4 2025 Feb 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 7,024 749 0.02% 0.02% 786 +1,539 28.06% Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History New 7,017 748 0.16% — 788 +7,017 New Q4 2025 Feb 02, 2026
Sharkey, Howes & Javer History Reduced 7,005 747 0.09% 0.14% 789 -3,782 -35.06% Q4 2025 Jan 13, 2026
Midwest Trust Co History New 6,990 745 0.01% — 790 +6,990 New Q4 2025 Feb 04, 2026
Capital Group Private Client Services, Inc. History Added to 6,950 741 0.01% 0.01% 791 +1,862 36.6% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 6,940 740 0.0% — 792 +6,940 New Q4 2025 Feb 13, 2026
Oregon Pacific Wealth Management, LLC History Added to 6,755 720 0.74% 0.37% 794 +2,608 62.89% Q4 2025 Jan 16, 2026
SEI INVESTMENTS CO History Added to 6,749 720 0.0% 0.0% 793 +458 7.28% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 6,708 715 0.04% 0.01% 795 +5,305 378.12% Q4 2025 Feb 10, 2026
Strategic Financial Concepts, LLC History Reduced 6,696 714 0.65% 13.29% 796 -868,574 -99.23% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History Reduced 6,633 707 0.03% 0.06% 797 -5,485 -45.26% Q4 2025 Jan 27, 2026
FULTON BANK, N.A. History New 6,607 704 0.02% — 798 +6,607 New Q4 2025 Jan 08, 2026
Coordinated Financial Services, Inc. History Added to 6,606 704 0.4% 0.36% 799 +1,198 22.15% Q4 2025 Feb 09, 2026
GREENLEAF TRUST History Added to 6,592 703 0.01% 0.01% 800 +1,305 24.68% Q4 2025 Jan 21, 2026
Flagship Private Wealth, LLC History Added to 6,596 703 0.28% 0.27% 801 +223 3.5% Q4 2025 Feb 04, 2026
Wick Capital Partners, LLC History New 8,753 702 0.13% — 802 +8,753 New Q4 2025 Mar 02, 2026
Valpey Financial Services, LLC History Reduced 6,459 689 0.44% 0.52% 803 -1,192 -15.58% Q4 2025 Mar 04, 2026
Selby Wealth Management, LLC History New 6,443 687 0.28% — 804 +6,443 New Q4 2025 Feb 13, 2026
Pandora Wealth, Inc. History No change 6,430 686 0.42% 0.41% 805 0 0.0% Q4 2025 Feb 04, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 6,397 682 0.22% 0.23% 806 -423 -6.2% Q4 2025 Feb 03, 2026
Ballentine Partners, LLC History Added to 6,362 678 0.01% 0.01% 807 +1,759 38.21% Q4 2025 Feb 03, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 6,346 677 0.13% 0.13% 808 -498 -7.28% Q4 2025 Feb 09, 2026
Crescent Sterling, Ltd. History Reduced 6,303 672 0.69% 0.71% 809 -132 -2.05% Q4 2025 Jan 07, 2026
Global Financial Private Client, LLC History Added to 6,301 672 0.24% 0.23% 810 +91 1.47% Q4 2025 Jan 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,239 665 0.05% 0.05% 811 0 0.0% Q4 2025 Feb 09, 2026
Community Bank, N.A. History Reduced 6,202 661 0.08% 0.08% 812 -18 -0.29% Q4 2025 Feb 04, 2026
Aprio Wealth Management, LLC History Reduced 6,176 659 0.04% 0.07% 813 -137 -2.17% Q4 2025 Jan 29, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 6,175 658 0.22% 0.27% 814 -1,554 -20.11% Q4 2025 Jan 27, 2026
One Charles Private Wealth Services, LLC History Reduced 6,160 657 0.17% 0.18% 815 -342 -5.26% Q4 2025 Feb 06, 2026
Linscomb Wealth, Inc. History No change 6,143 655 0.03% 0.03% 816 0 0.0% Q4 2025 Feb 10, 2026
Concorde Asset Management, LLC History Added to 6,139 654 0.26% 0.25% 817 +502 8.91% Q4 2025 Feb 13, 2026
LEIGH BALDWIN & CO., LLC History Reduced 6,117 653 0.43% 0.47% 818 -1,954 -24.21% Q4 2025 Feb 12, 2026
Innovative Wealth Building LLC History Reduced 6,049 645 0.47% 0.51% 819 -229 -3.65% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 6,023 642 0.0% 28.04% 820 -51,772 -89.58% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History New 6,019 642 0.12% — 821 +6,019 New Q4 2025 Feb 10, 2026
Providence First Trust Co History New 6,000 640 0.22% — 822 +6,000 New Q4 2025 Feb 03, 2026
Redwood Financial Network Corp History Reduced 6,006 640 0.41% 0.41% 823 -230 -3.69% Q4 2025 Feb 10, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 5,975 637 0.29% 0.28% 824 +245 4.28% Q4 2025 Jan 23, 2026
Jacobi Capital Management LLC History Added to 5,875 626 0.04% 0.04% 825 +155 2.71% Q4 2025 Feb 13, 2026
RMR Wealth Builders History Added to 5,860 625 0.05% 0.04% 826 +1,554 36.09% Q4 2025 Jan 29, 2026
Fox Financial, Inc History Reduced 5,862 625 0.5% 0.49% 827 -12 -0.2% Q4 2025 Feb 09, 2026
Jaffetilchin Investment Partners, LLC History Added to 5,858 624 0.04% 0.04% 828 +258 4.61% Q4 2025 Jan 15, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 5,857 624 0.18% 0.19% 829 -44 -0.75% Q4 2025 Feb 05, 2026
Aegis Wealth Management, Inc. History New 5,839 622 0.49% — 830 +5,839 New Q4 2025 Feb 05, 2026
Edgestream Partners, L.P. History Reduced 5,795 618 0.02% 0.02% 831 -1,856 -24.26% Q4 2025 Feb 13, 2026
Commonwealth Financial Services, LLC History No change 5,780 616 0.1% 0.1% 832 0 0.0% Q4 2025 Feb 06, 2026
Ruggiero Investments, Inc. History New 5,713 609 0.55% — 835 +5,713 New Q4 2025 Feb 12, 2026
SmartHarvest Portfolios, LLC History New 5,708 609 0.21% — 834 +5,708 New Q4 2025 Feb 12, 2026
APS Management Group, Inc. History Reduced 5,715 609 0.52% 0.57% 833 -438 -7.12% Q4 2025 Jan 28, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 5,690 607 0.09% — 836 +5,690 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 5,646 602 0.11% 0.01% 837 -1,913 -25.31% Q4 2025 Mar 04, 2026
Hiley Hunt Wealth Management History Added to 5,625 600 0.27% 0.28% 838 +2 0.04% Q4 2025 Jan 06, 2026
SWMG, LLC History Added to 5,712 599 0.17% 0.11% 840 +2,338 69.29% Q4 2025 Feb 10, 2026
Realta Investment Advisors History Added to 5,623 599 0.2% 0.19% 839 +132 2.4% Q4 2025 Jan 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 5,590 596 0.01% 0.0% 841 +1,883 50.8% Q4 2025 Feb 02, 2026
Somerset Trust Co History Reduced 5,535 590 0.18% 0.18% 843 -61 -1.09% Q4 2025 Jan 09, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Reduced 5,537 590 0.42% 0.49% 844 -50 -0.89% Q4 2025 Feb 04, 2026
WATERS PARKERSON & CO., LLC History No change 5,534 590 0.03% 0.03% 842 0 0.0% Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 5,521 589 0.13% 0.15% 845 -382 -6.47% Q4 2025 Jan 09, 2026
Vawter Financial, Ltd. History Reduced 5,469 583 0.25% 0.29% 846 -672 -10.94% Q4 2025 Feb 02, 2026
Worth Financial Advisory Group, LLC History Reduced 5,463 582 0.28% 0.34% 847 -426 -7.23% Q4 2025 Jan 16, 2026
ProVise Management Group, LLC History Reduced 5,432 579 0.04% 0.04% 848 -162 -2.9% Q4 2025 Jan 29, 2026
Forefront Wealth Partners, LLC History Added to 5,395 575 0.27% 0.07% 850 +2,796 107.58% Q4 2025 Feb 06, 2026
BREAKTHRU ADVISORY SERVICES, LLC History Reduced 5,395 575 0.37% 0.39% 849 -246 -4.36% Q4 2025 Jan 12, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 5,382 574 0.05% 0.17% 851 -11,872 -68.81% Q4 2025 Feb 04, 2026
SteelPeak Wealth, LLC History Added to 5,376 573 0.02% 0.02% 852 +379 7.58% Q4 2025 Jan 20, 2026
McDonough Capital Management, Inc History Added to 5,356 571 0.28% 0.28% 853 +18 0.34% Q4 2025 Feb 12, 2026
WEALTHGARDEN F.S. LLC History Reduced 5,251 565 0.37% 0.43% 854 -522 -9.04% Q4 2025 Feb 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 5,286 563 0.01% 0.01% 855 +613 13.12% Q4 2025 Feb 09, 2026
PGIM Custom Harvest LLC History New 5,251 560 0.01% — 857 +5,251 New Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 5,254 560 0.0% 0.0% 856 +1,881 55.77% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History Reduced 5,202 559 0.07% 0.08% 858 -496 -8.7% Q4 2025 Jan 14, 2026
LOOMIS SAYLES & CO L P History Added to 5,175 552 0.0% 0.0% 859 +1,829 54.66% Q4 2025 Feb 12, 2026
GeoWealth Management, LLC History Reduced 5,161 550 0.02% 0.02% 860 -383 -6.91% Q4 2025 Feb 17, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 5,117 545 0.43% — 861 +5,117 New Q4 2025 Feb 12, 2026
Ebert Capital Management Inc. History New 5,075 544 0.53% — 863 +5,075 New Q4 2025 Feb 04, 2026
Kropog Financial Group, LLC History Added to 5,099 544 0.42% 0.44% 862 +8 0.16% Q4 2025 Feb 05, 2026
DIVERSIFIED MANAGEMENT INC History New 5,027 536 0.13% — 864 +5,027 New Q4 2025 Jan 26, 2026
Samalin Investment Counsel, LLC History Reduced 4,959 529 0.19% 0.18% 865 -70 -1.39% Q4 2025 Jan 30, 2026
AVISO WEALTH MANAGEMENT History Reduced 4,945 527 0.22% 0.29% 866 -1,404 -22.11% Q4 2025 Feb 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 4,929 525 0.02% 0.02% 867 -7 -0.14% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 4,887 521 0.0% 0.0% 868 +116 2.43% Q4 2025 Jan 29, 2026
ARROW FINANCIAL CORP History No change 4,842 516 0.05% 0.05% 869 0 0.0% Q4 2025 Feb 05, 2026
McKinley Carter Wealth Services, Inc. History Reduced 4,812 513 0.03% 0.03% 870 -815 -14.48% Q4 2025 Feb 06, 2026
AMG National Trust Bank History No change 4,800 512 0.01% 0.01% 871 0 0.0% Q4 2025 Jan 30, 2026
JT Stratford LLC History Reduced 4,795 511 0.07% 0.08% 872 -616 -11.38% Q4 2025 Feb 12, 2026
Sage Mountain Advisors LLC History No change 4,788 510 0.03% 0.03% 873 0 0.0% Q4 2025 Jan 23, 2026
Haverford Trust Co History New 4,764 508 0.0% — 874 +4,764 New Q4 2025 Feb 13, 2026
Fusion Capital, LLC History Reduced 4,749 506 0.14% 0.16% 875 -185 -3.75% Q4 2025 Feb 04, 2026
Valtinson Bruner Financial Planning LLC History Reduced 4,700 501 0.14% 0.18% 876 -1,111 -19.12% Q4 2025 Feb 09, 2026
URS Advisory LLC History New 4,689 500 0.42% — 877 +4,689 New Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 4,601 496 0.02% 0.02% 879 -684 -12.94% Q4 2025 Jan 08, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,654 496 0.01% 0.01% 878 +324 7.48% Q4 2025 Feb 02, 2026
Paladin Advisory Group, LLC History Reduced 4,642 495 0.36% 0.38% 880 -74 -1.57% Q4 2025 Jan 21, 2026
Daviman Financial, LLC History New 4,600 490 0.29% — 882 +4,600 New Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History No change 4,600 490 0.14% 0.14% 881 0 0.0% Q4 2025 Jan 09, 2026
Neuberger Berman Group LLC History Added to 4,567 487 0.0% 0.0% 883 +50 1.11% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 4,551 485 0.0% 0.0% 884 -1,397 -23.49% Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 4,508 481 0.02% 0.02% 885 +1 0.02% Q4 2025 Jan 12, 2026
Orange Investment Advisors, Inc. History Reduced 4,490 479 0.05% 0.05% 886 -446 -9.04% Q4 2025 Feb 06, 2026
TCP Asset Management, LLC History No change 4,468 476 0.08% 0.08% 887 0 0.0% Q4 2025 Jan 07, 2026
Sovran Advisors, LLC History Reduced 4,440 475 0.04% 0.05% 888 -554 -11.09% Q4 2025 Jan 20, 2026
Prostatis Group LLC History Reduced 4,444 474 0.11% 0.12% 889 -209 -4.49% Q4 2025 Feb 17, 2026
Cassilly Financial Group LLC History New 4,414 470 0.42% — 890 +4,414 New Q4 2025 Jan 15, 2026
Colonial River Investments, LLC History Reduced 4,403 469 0.17% 0.21% 891 -1,152 -20.74% Q4 2025 Feb 04, 2026
Accel Wealth Management History Reduced 4,333 462 0.13% 0.13% 892 -105 -2.37% Q4 2025 Jan 20, 2026
WJ Wealth Management, LLC History Reduced 4,325 461 0.2% 0.22% 893 -413 -8.72% Q4 2025 Feb 05, 2026
Rockline Wealth Management, LLC History Reduced 4,300 458 0.09% 0.11% 894 -720 -14.34% Q4 2025 Feb 10, 2026
Key Client Fiduciary Advisors, LLC History Reduced 4,290 457 0.16% 0.15% 896 -47 -1.08% Q4 2025 Jan 28, 2026
NWAM LLC History Added to 4,255 457 0.03% 0.02% 895 +3 0.07% Q4 2025 Feb 04, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History New 4,206 448 0.0% — 897 +4,206 New Q4 2025 Feb 03, 2026
Copley Financial Group, Inc. History Reduced 4,199 448 0.28% 0.3% 898 -49 -1.15% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 4,126 440 0.01% — 899 +4,126 New Q4 2025 Jan 28, 2026
RBA Wealth Management, LLC History Added to 4,110 438 0.15% 0.14% 900 +105 2.62% Q4 2025 Jan 26, 2026
LVW Advisors, LLC History No change 4,104 437 0.04% 0.04% 901 0 0.0% Q4 2025 Jan 14, 2026
Stiles Financial Services Inc History Reduced 4,080 435 0.13% 0.14% 902 -77 -1.85% Q4 2025 Feb 03, 2026
Teamwork Financial Advisors, LLC History Reduced 4,064 433 0.04% 0.04% 904 -45 -1.1% Q4 2025 Jan 09, 2026
SONATA CAPITAL GROUP INC History No change 4,061 433 0.16% 0.16% 903 0 0.0% Q4 2025 Jan 26, 2026
Abbot Financial Management, Inc. History Reduced 4,050 432 0.18% 0.19% 905 -175 -4.14% Q4 2025 Feb 13, 2026
Everstar Asset Management, LLC History Added to 4,083 431 0.23% 0.23% 906 +148 3.76% Q4 2025 Feb 05, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 4,020 428 0.02% 0.02% 907 -10 -0.25% Q4 2025 Jan 28, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,000 427 0.24% 0.22% 908 0 0.0% Q4 2025 Jan 15, 2026
Wilmington Savings Fund Society, FSB History No change 3,980 424 0.01% 0.01% 909 0 0.0% Q4 2025 Feb 12, 2026
FWG Investments, LLC. History Reduced 3,969 423 0.27% 0.29% 911 -32 -0.8% Q4 2025 Jan 28, 2026
ETF Store, Inc. History Added to 3,966 423 0.43% 0.44% 910 +4 0.1% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 3,946 421 0.01% 0.01% 913 +806 25.67% Q4 2025 Feb 11, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 3,946 421 0.11% 0.12% 912 0 0.0% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History New 3,936 419 0.0% — 915 +3,936 New Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History New 3,935 419 0.06% — 914 +3,935 New Q4 2025 Feb 17, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 3,917 417 0.3% 0.39% 916 -905 -18.77% Q4 2025 Feb 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 3,884 414 0.07% 0.07% 917 -344 -8.14% Q4 2025 Jan 08, 2026
New Covenant Trust Company, N.A. History No change 3,869 413 0.37% 0.38% 918 0 0.0% Q4 2025 Jan 13, 2026
Montz Harcus Wealth Management LLC History Added to 3,858 411 0.17% 0.15% 919 +485 14.38% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History New 3,840 409 0.02% — 920 +3,840 New Q4 2025 Feb 17, 2026
Centurion Wealth Management LLC History Reduced 3,813 406 0.09% 0.09% 922 -34 -0.88% Q4 2025 Jan 14, 2026
Keebeck Wealth Management History Reduced 3,808 406 0.05% 0.05% 921 -1 -0.03% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 3,787 404 0.12% 0.14% 923 +2,389 170.89% Q4 2025 Feb 17, 2026
Chris Bulman Inc History Reduced 3,795 404 0.18% 0.22% 924 -376 -9.01% Q4 2025 Jan 14, 2026
LifeGoal Investments, LLC History No change 3,775 402 0.27% 0.33% 925 0 0.0% Q4 2025 Jan 15, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 3,762 401 0.13% 0.08% 926 +698 22.78% Q4 2025 Feb 02, 2026
GAMCO INVESTORS, INC. ET AL History No change 3,750 400 0.0% 0.0% 927 0 0.0% Q4 2025 Feb 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,747 399 0.07% — 929 +3,747 New Q4 2025 Feb 12, 2026
Keener Financial Planning LLC History No change 3,744 399 0.17% 0.18% 928 0 0.0% Q4 2025 Jan 23, 2026
Carroll Advisory Group, LLC History New 3,724 397 0.17% — 930 +3,724 New Q4 2025 Feb 09, 2026
STOCK YARDS BANK & TRUST CO History Added to 3,714 396 0.01% 0.01% 931 +1,021 37.91% Q4 2025 Jan 21, 2026
WORLD EQUITY GROUP, INC. History Reduced 3,704 395 0.11% 0.35% 932 -11,024 -74.85% Q4 2025 Jan 12, 2026
AMARA FINANCIAL, LLC. History Added to 3,698 394 0.27% 0.28% 933 +1 0.03% Q4 2025 Feb 03, 2026
Kelman-Lazarov, Inc. History No change 3,659 390 0.06% 0.06% 934 0 0.0% Q4 2025 Jan 26, 2026
GK Wealth Management LLC History Added to 3,636 387 0.26% 0.23% 935 +562 18.28% Q4 2025 Jan 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 3,619 386 0.03% 0.03% 936 -367 -9.21% Q4 2025 Jan 07, 2026
DRAVO BAY LLC History New 3,615 385 0.16% — 937 +3,615 New Q4 2025 Jan 27, 2026
EJMK Ventures LLC History New 3,582 382 0.24% — 938 +3,582 New Q4 2025 Mar 03, 2026
Talisman Wealth Advisors LLC History New 4,672 377 0.29% — 939 +4,672 New Q4 2025 Feb 20, 2026
Ironwood Financial, llc History Reduced 3,477 376 0.06% 0.06% 940 -22 -0.63% Q4 2025 Jan 15, 2026
Maridea Wealth Management LLC History Added to 3,523 375 0.06% 0.05% 941 +750 27.05% Q4 2025 Jan 08, 2026
SMART Wealth LLC History Added to 3,509 374 0.11% 0.12% 943 +542 18.27% Q4 2025 Jan 26, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 3,513 374 0.03% 0.03% 942 -111 -3.06% Q4 2025 Feb 06, 2026
DUTCH ASSET Corp History New 3,475 371 0.29% — 947 +3,475 New Q4 2025 Mar 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 3,481 371 0.01% 0.01% 944 +356 11.39% Q4 2025 Jan 16, 2026
Capital Investment Advisory Services, LLC History Reduced 3,480 371 0.03% 0.03% 945 -240 -6.45% Q4 2025 Jan 21, 2026
Mayfair Advisory Group, LLC History Added to 3,479 371 0.14% 0.16% 946 +10 0.29% Q4 2025 Jan 21, 2026
HRT FINANCIAL LP History Reduced 3,477 370 0.0% 0.01% 948 -14,463 -80.62% Q4 2025 Feb 12, 2026
Topsail Wealth Management, LLC History No change 3,464 369 0.05% 0.06% 949 0 0.0% Q4 2025 Feb 04, 2026
Synergy Asset Management, LLC History Reduced 3,457 368 0.04% 0.01% 950 -231 -6.26% Q4 2025 Jan 13, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 3,458 368 0.26% 0.27% 951 +146 4.41% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Reduced 3,436 366 0.0% 0.0% 952 -3,505 -50.5% Q4 2025 Feb 09, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 3,433 366 0.16% — 954 +3,433 New Q4 2025 Feb 06, 2026
Benson Wealth Management INC History New 3,432 366 0.41% — 955 +3,432 New Q4 2025 Feb 12, 2026
Madden Advisory Services, Inc. History No change 3,433 366 0.15% 0.14% 953 0 0.0% Q4 2025 Feb 11, 2026
Total Clarity Wealth Management, Inc. History Added to 3,418 364 0.09% 0.07% 956 +895 35.47% Q4 2025 Feb 02, 2026
Fulcrum Equity Management History Reduced 3,375 360 0.34% 0.36% 957 -39 -1.14% Q4 2025 Jan 06, 2026
AIFG Consultants Ltd. History Reduced 3,371 359 0.62% 0.68% 959 -316 -8.57% Q4 2025 Feb 04, 2026
Sherman Asset Management, Inc. History Added to 3,374 359 0.3% 0.28% 958 +214 6.77% Q4 2025 Feb 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,363 358 0.01% 0.01% 960 -321 -8.71% Q4 2025 Feb 06, 2026
Snider Financial Group History Added to 3,349 357 0.1% 0.09% 962 +213 6.79% Q4 2025 Jan 21, 2026
Sepio Capital, LP History No change 3,350 357 0.02% 0.02% 961 0 0.0% Q4 2025 Feb 12, 2026
Apeiron RIA LLC History Reduced 3,307 355 0.07% 0.1% 964 -762 -18.73% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Reduced 3,329 355 0.02% 0.02% 963 -353 -9.59% Q4 2025 Jan 14, 2026
Crown Wealth Group, LLC History Added to 3,331 355 0.1% 0.1% 965 +217 6.97% Q4 2025 Jan 28, 2026
MGB Wealth Management, LLC History Added to 3,318 354 0.1% 0.08% 966 +628 23.35% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History New 3,305 352 0.03% — 967 +3,305 New Q4 2025 Jan 21, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 3,262 349 0.16% 0.14% 969 +651 24.93% Q4 2025 Feb 17, 2026
Black Diamond Financial, LLC History No change 3,272 349 0.04% 0.04% 968 0 0.0% Q4 2025 Feb 03, 2026
Warren Street Wealth Advisors, LLC History Reduced 3,224 344 0.1% 0.21% 970 -3,522 -52.21% Q4 2025 Jan 29, 2026
AlTi Global, Inc. History Added to 3,229 344 0.01% 0.01% 971 +2 0.06% Q4 2025 Feb 13, 2026
J. Derek Lewis & Associates Inc. History New 3,216 343 0.08% — 974 +3,216 New Q4 2025 Mar 23, 2026
Ballast, Inc. History Reduced 3,221 343 0.08% 0.09% 972 -504 -13.53% Q4 2025 Feb 03, 2026
Drucker Wealth 3.0, LLC History No change 3,218 343 0.06% 0.06% 973 0 0.0% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 3,207 342 0.01% 0.01% 975 -629 -16.4% Q4 2025 Jan 09, 2026
Dorsey & Whitney Trust CO LLC History Reduced 3,204 341 0.02% 0.02% 976 -3 -0.09% Q4 2025 Feb 11, 2026
Tevis Investment Management History No change 3,262 340 0.2% 0.2% 977 0 0.0% Q4 2025 Feb 02, 2026
Strategies Wealth Advisors, LLC History Reduced 3,178 339 0.03% 0.04% 978 -962 -23.24% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History New 3,173 338 0.01% — 979 +3,173 New Q4 2025 Feb 06, 2026
Legacy Wealth Partners, LLC History New 3,142 335 0.09% — 982 +3,142 New Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History Added to 3,145 335 0.05% 0.05% 980 +1 0.03% Q4 2025 Jan 22, 2026
Olistico Wealth, LLC History No change 3,145 335 0.16% 0.17% 981 0 0.0% Q4 2025 Jan 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 3,128 333 0.01% 0.01% 983 -53 -1.67% Q4 2025 Feb 05, 2026
Fiduciary Group, LLC History Added to 3,109 331 0.03% 0.03% 984 +103 3.43% Q4 2025 Feb 12, 2026
Mustard Seed Financial, LLC History Added to 3,108 331 0.21% 0.2% 985 +60 1.97% Q4 2025 Jan 23, 2026
DV Trading LLC History New 3,100 330 0.01% — 986 +3,100 New Q4 2025 Feb 17, 2026
Investment Advisory Services Group LLC History New 3,083 328 0.29% — 989 +3,083 New Q4 2025 Feb 04, 2026
Grantvest Financial Group LLC History Added to 3,078 328 0.21% 0.22% 988 +86 2.87% Q4 2025 Feb 02, 2026
Solano Wealth Investment Advisors LLC History No change 3,080 328 0.16% 0.15% 987 0 0.0% Q4 2025 Feb 12, 2026
Financial Security Advisor, Inc. History New 3,065 327 0.06% — 990 +3,065 New Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3,053 325 0.26% — 993 +3,053 New Q4 2025 Feb 11, 2026
WARNER FINANCIAL, INC History Added to 3,044 325 0.11% 0.12% 992 +4 0.13% Q4 2025 Jan 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,048 325 0.04% 0.04% 991 0 0.0% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History Reduced 3,044 324 0.01% 0.02% 994 -20,000 -86.79% Q4 2025 Jan 29, 2026
Zinnia Wealth Advisory, LLC History New 3,043 324 0.35% — 996 +3,043 New Q4 2025 Feb 13, 2026
Post Resch Tallon Group Inc. History Added to 3,045 324 0.27% 0.26% 995 +207 7.29% Q4 2025 Jan 09, 2026
Choate Investment Advisors History No change 3,033 323 0.01% 0.01% 997 0 0.0% Q4 2025 Feb 09, 2026
Bogart Wealth, LLC History Added to 3,000 320 0.01% 0.01% 998 +53 1.8% Q4 2025 Jan 30, 2026
Valued Retirements, Inc. History No change 3,004 320 0.31% 0.32% 999 0 0.0% Q4 2025 Feb 09, 2026
MATRIX ASSET ADVISORS INC/NY History No change 2,998 319 0.03% 0.03% 1000 0 0.0% Q4 2025 Jan 16, 2026
Reyes Financial Architecture, Inc. History Reduced 2,983 318 0.19% 0.22% 1002 -63 -2.07% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 2,987 318 0.0% 0.0% 1001 +45 1.53% Q4 2025 Jan 12, 2026
INVESTMENT PARTNERS, LTD. History No change 2,980 317 0.11% 0.11% 1003 0 0.0% Q4 2025 Feb 10, 2026
BlackDiamond Wealth Management, LLC History Reduced 2,983 316 0.15% 0.18% 1004 -192 -6.05% Q4 2025 Feb 10, 2026
Laraway Financial Advisors Inc History Added to 2,960 315 0.21% 0.21% 1005 +46 1.58% Q4 2025 Feb 13, 2026
Peak Asset Management, LLC History No change 2,940 313 0.05% 0.05% 1006 0 0.0% Q4 2025 Feb 05, 2026
NOVEM GROUP History Added to 2,930 312 0.04% 0.04% 1007 +57 1.98% Q4 2025 Jan 27, 2026
Maltin Wealth Management, Inc. History Added to 2,910 310 0.12% 0.13% 1008 +4 0.14% Q4 2025 Jan 15, 2026
SageView Advisory Group, LLC History Reduced 2,902 309 0.01% 0.01% 1009 -71 -2.39% Q4 2025 Feb 17, 2026
Insight Wealth Strategies, LLC History Reduced 2,893 308 0.04% 0.04% 1010 -703 -19.55% Q4 2025 Jan 02, 2026
Manske Wealth Management History New 2,875 306 0.09% — 1011 +2,875 New Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History Reduced 2,840 303 0.04% 0.04% 1012 -190 -6.27% Q4 2025 Jan 22, 2026
Golden State Equity Partners History New 2,837 302 0.05% — 1013 +2,837 New Q4 2025 Jan 29, 2026
CHOREO, LLC History Added to 2,807 301 0.0% 0.0% 1016 +595 26.9% Q4 2025 Jan 23, 2026
PLIMOTH TRUST CO LLC History Added to 2,826 301 0.07% 0.06% 1015 +199 7.58% Q4 2025 Jan 27, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 2,824 301 0.06% 0.06% 1014 +124 4.59% Q4 2025 Jan 27, 2026
Private Wealth Asset Management, LLC History No change 2,824 301 0.03% 0.03% 1017 0 0.0% Q4 2025 Feb 10, 2026
Providence Financial Advisors, LLC History No change 2,817 300 0.3% 0.28% 1018 0 0.0% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 2,807 299 0.02% — 1019 +2,807 New Q4 2025 Jan 26, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,810 299 0.03% 0.03% 1020 0 0.0% Q4 2025 Feb 09, 2026
O'ROURKE & COMPANY, Inc History Added to 2,787 297 0.12% 0.12% 1021 +40 1.46% Q4 2025 Jan 28, 2026
Retirement Solution LLC History Added to 2,784 297 0.07% 0.07% 1022 +4 0.14% Q4 2025 Jan 29, 2026
LANE BROTHERS & CO INC History New 2,779 296 0.21% — 1024 +2,779 New Q4 2025 Mar 13, 2026
BALLAST ADVISORS LLC History Reduced 2,775 296 0.08% 0.09% 1025 -193 -6.5% Q4 2025 Feb 03, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 2,777 296 0.09% 0.09% 1023 -75 -2.63% Q4 2025 Feb 10, 2026
OneAscent Financial Services LLC History Reduced 2,769 295 0.03% 0.19% 1027 -12,127 -81.41% Q4 2025 Feb 11, 2026
SAGE RHINO CAPITAL LLC History No change 2,771 295 0.06% 0.06% 1026 0 0.0% Q4 2025 Jan 30, 2026
StoneX Group Inc. History Added to 2,759 294 0.01% 0.01% 1028 +336 13.87% Q4 2025 Feb 12, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,757 294 0.03% 0.03% 1029 0 0.0% Q4 2025 Feb 12, 2026
Falcon Wealth Planning History Added to 2,748 293 0.02% 0.02% 1030 +176 6.84% Q4 2025 Feb 03, 2026
Infinity Wealth Counsel, LLC History No change 2,750 293 0.27% 0.28% 1031 0 0.0% Q4 2025 Jan 15, 2026
Up Capital Management, Inc. History New 2,740 292 0.26% — 1033 +2,740 New Q4 2025 Mar 23, 2026
ZEGA Investments, LLC History Added to 2,739 292 0.03% 0.04% 1032 +114 4.34% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History No change 2,732 291 0.0% 0.0% 1034 0 0.0% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 2,727 290 0.01% 0.01% 1036 +134 5.17% Q4 2025 Feb 05, 2026
Financial & Tax Architects, LLC History Added to 2,726 290 0.07% 0.06% 1037 +88 3.34% Q4 2025 Jan 21, 2026
RS CRUM INC. History Added to 2,723 290 0.06% 0.06% 1035 +1 0.04% Q4 2025 Feb 17, 2026
Blue Zone Wealth Advisors, LLC History New 2,703 288 0.06% — 1038 +2,703 New Q4 2025 Jan 21, 2026
Fairvoy Private Wealth, LLC History No change 2,694 287 0.06% 0.06% 1039 0 0.0% Q4 2025 Jan 14, 2026
Clark Asset Management, LLC History Added to 2,685 286 0.03% 0.03% 1040 +31 1.17% Q4 2025 Jan 27, 2026
REGIONS FINANCIAL CORP History Reduced 2,669 284 0.0% 0.05% 1041 -62,612 -95.91% Q4 2025 Jan 27, 2026
White Lighthouse Investment Management Inc. History Reduced 2,658 283 0.04% 0.04% 1042 -34 -1.26% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 2,647 282 0.02% 0.02% 1043 0 0.0% Q4 2025 Feb 04, 2026
ORG Wealth Partners, LLC History Reduced 2,634 281 0.07% 0.06% 1045 -44 -1.64% Q4 2025 Jan 14, 2026
Facet Wealth, Inc. History Added to 2,591 281 0.0% 0.01% 1044 +43 1.69% Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Reduced 2,632 280 0.01% 0.01% 1047 -877 -24.99% Q4 2025 Jan 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 2,624 280 0.0% 0.0% 1046 +251 10.58% Q4 2025 Feb 12, 2026
von Borstel & Associates, Inc. History Added to 2,629 280 0.07% 0.04% 1048 +1 0.04% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History No change 2,624 279 0.02% 0.02% 1049 0 0.0% Q4 2025 Feb 13, 2026
Fusion Family Wealth, LLC History No change 2,609 278 0.02% 0.02% 1050 0 0.0% Q4 2025 Feb 04, 2026
Evanson Asset Management, LLC History No change 2,604 277 0.01% 0.02% 1051 0 0.0% Q4 2025 Jan 12, 2026
Trinity Wealth Management, LLC History New 2,595 276 0.1% — 1052 +2,595 New Q4 2025 Jan 15, 2026
Goodman Advisory Group, LLC History Reduced 2,571 274 0.07% 4.96% 1054 -188,215 -98.65% Q4 2025 Feb 11, 2026
First Citizens Financial Corp History No change 2,571 274 0.14% 0.13% 1053 0 0.0% Q4 2025 Jan 06, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,566 273 0.23% 0.6% 1055 -51,780 -95.28% Q4 2025 Feb 06, 2026
Colonial Trust Co / SC History Added to 2,559 273 0.04% 0.02% 1056 +1,011 65.31% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 2,564 273 0.01% 0.01% 1057 -990 -27.86% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History No change 2,557 272 0.01% 0.01% 1058 0 0.0% Q4 2025 Jan 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,541 271 0.02% 0.02% 1059 0 0.0% Q4 2025 Jan 26, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 2,526 270 0.0% 0.01% 1061 -2,281 -47.45% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,539 270 0.0% 0.0% 1060 +1,983 356.65% Q4 2025 Feb 12, 2026
Discipline Wealth Solutions, LLC History Added to 2,523 269 0.05% 0.07% 1062 +55 2.23% Q4 2025 Jan 26, 2026
PCM Encore, LLC History New 2,517 268 0.06% — 1065 +2,517 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,516 268 0.01% 0.01% 1063 +493 24.37% Q4 2025 Feb 10, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 2,516 268 0.11% 0.11% 1064 0 0.0% Q4 2025 Feb 05, 2026
SMITH, MOORE & CO. History Reduced 2,509 267 0.02% 0.02% 1066 -98 -3.76% Q4 2025 Jan 23, 2026
Joule Financial, LLC History Reduced 2,511 267 0.08% 0.08% 1067 -80 -3.09% Q4 2025 Jan 20, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,502 266 0.04% — 1068 +2,502 New Q4 2025 Feb 04, 2026
marrick wealth, LLC History New 2,492 265 0.22% — 1070 +2,492 New Q4 2025 Feb 13, 2026
Goepper Burkhardt LLC History New 2,490 265 0.09% — 1069 +2,490 New Q4 2025 Feb 09, 2026
Balentine LLC History Reduced 2,482 264 0.01% 0.02% 1071 -2,402 -49.18% Q4 2025 Feb 02, 2026
Traynor Capital Management, Inc. History New 2,469 263 0.01% — 1072 +2,469 New Q4 2025 Jan 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 2,444 260 0.03% 0.03% 1073 -2 -0.08% Q4 2025 Jan 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 2,436 259 0.02% — 1075 +2,436 New Q4 2025 Feb 17, 2026
Signature Wealth Management Partners, LLC History No change 2,428 259 0.13% 0.13% 1074 0 0.0% Q4 2025 Feb 02, 2026
Blue Trust, Inc. History Reduced 2,423 258 0.0% 0.0% 1076 -83 -3.31% Q4 2025 Jan 16, 2026
Johnson Financial Group, Inc. History Reduced 2,410 257 0.01% 0.01% 1077 -290 -10.74% Q4 2025 Feb 12, 2026
Second Line Capital, LLC History Added to 2,409 257 0.05% 0.05% 1078 +164 7.31% Q4 2025 Feb 17, 2026
Bernardo Wealth Planning LLC History Added to 2,398 255 0.05% 0.05% 1080 +153 6.82% Q4 2025 Jan 26, 2026
Argent Trust Co History No change 2,396 255 0.01% 0.01% 1079 0 0.0% Q4 2025 Feb 10, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 2,380 253 0.07% 0.07% 1081 -103 -4.15% Q4 2025 Jan 26, 2026
Purkiss Capital Advisors LLC History Added to 2,354 251 0.12% 0.11% 1082 +151 6.85% Q4 2025 Feb 04, 2026
Elevation Wealth Management LLC History New 2,352 250 0.24% — 1084 +2,352 New Q4 2025 Feb 12, 2026
PUREfi Wealth, LLC History No change 2,346 250 0.19% 0.19% 1083 0 0.0% Q4 2025 Jan 12, 2026
truNorth Financial Services, Inc. History New 2,337 249 0.27% — 1085 +2,337 New Q4 2025 Feb 17, 2026
Calamos Advisors LLC History No change 2,326 248 0.0% 0.0% 1086 0 0.0% Q4 2025 Jan 29, 2026
CIBC WORLD MARKET INC. History Added to 2,304 245 0.0% 0.0% 1087 +303 15.14% Q4 2025 Feb 10, 2026
Grandview Asset Management LLC History Added to 2,293 244 0.07% 0.07% 1088 +8 0.35% Q4 2025 Jan 26, 2026
Balboa Wealth Partners History New 2,260 241 0.04% — 1089 +2,260 New Q4 2025 Jan 16, 2026
Detalus Advisors, LLC History New 2,256 240 0.06% — 1090 +2,256 New Q4 2025 Feb 03, 2026
Sound Income Strategies, LLC History Added to 2,234 239 0.01% 0.01% 1091 +575 34.66% Q4 2025 Jan 21, 2026
Guardian Capital, LLC History New 2,233 238 0.21% — 1092 +2,233 New Q4 2025 Feb 05, 2026
MOR Wealth Management, LLC History New 2,210 235 0.11% — 1096 +2,210 New Q4 2025 Jan 15, 2026
SAX WEALTH ADVISORS, LLC History New 2,209 235 0.01% — 1093 +2,209 New Q4 2025 Jan 12, 2026
SageGuard Financial Group, LLC History New 2,209 235 0.04% — 1094 +2,209 New Q4 2025 Jan 27, 2026
Trueblood Wealth Management, LLC History Added to 2,204 235 0.09% 0.09% 1095 +2 0.09% Q4 2025 Jan 21, 2026
TRUST CO OF VERMONT History Added to 2,200 234 0.01% 0.0% 1097 +1,396 173.63% Q4 2025 Jan 16, 2026
Xcel Wealth Management, LLC History Reduced 2,193 234 0.06% 0.07% 1098 -223 -9.23% Q4 2025 Jan 26, 2026
MFA Wealth Services History Added to 2,189 233 0.16% 0.16% 1099 +3 0.14% Q4 2025 Jan 15, 2026
Scarborough Advisors, LLC History Added to 2,177 232 0.04% 0.04% 1102 +230 11.81% Q4 2025 Feb 17, 2026
Gemmer Asset Management LLC History Added to 2,181 232 0.02% 0.02% 1100 +3 0.14% Q4 2025 Jan 23, 2026
waypoint wealth counsel History No change 2,177 232 0.09% 0.09% 1101 0 0.0% Q4 2025 Jan 28, 2026
Bright Futures Wealth Management, LLC. History New 2,169 231 0.17% — 1103 +2,169 New Q4 2025 Feb 05, 2026
Bauman Advisory Group, LLC History New 2,168 231 0.19% — 1104 +2,168 New Q4 2025 Feb 20, 2026
Sequent Planning LLC History New 2,152 229 0.06% — 1106 +2,152 New Q4 2025 Feb 05, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 2,152 229 0.06% 0.07% 1105 -5 -0.23% Q4 2025 Feb 09, 2026
JMG Financial Group, Ltd. History Added to 2,136 227 0.01% 0.01% 1107 +130 6.48% Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History No change 2,113 225 0.04% 0.04% 1108 0 0.0% Q4 2025 Feb 05, 2026
Bensler, LLC History Added to 2,107 224 0.02% 0.02% 1109 +2 0.1% Q4 2025 Feb 04, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 2,091 223 0.07% 0.06% 1111 +85 4.24% Q4 2025 Jan 12, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 2,094 223 0.07% 0.07% 1110 -23 -1.09% Q4 2025 Jan 20, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 2,087 222 0.01% 0.01% 1112 +57 2.81% Q4 2025 Feb 09, 2026
Canton Hathaway, LLC History Added to 2,068 220 0.04% 0.02% 1113 +1,100 113.64% Q4 2025 Jan 21, 2026
Red Door Wealth Management, LLC History Added to 2,071 220 0.02% 0.02% 1114 +122 6.26% Q4 2025 Jan 20, 2026
Castleview Partners, LLC History New 2,059 219 0.11% — 1115 +2,059 New Q4 2025 Jan 12, 2026
Abound Wealth Management History Added to 2,056 219 0.05% 0.0% 1117 +1,966 2184.44% Q4 2025 Jan 12, 2026
Main Street Financial Solutions, LLC History Added to 2,060 219 0.02% 0.01% 1116 +51 2.54% Q4 2025 Feb 17, 2026
MLP3, LLC History New 2,052 218 0.24% — 1119 +2,052 New Q4 2025 Feb 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,044 218 0.01% 0.01% 1118 0 0.0% Q4 2025 Feb 06, 2026
Stratos Investment Management, LLC History Reduced 2,034 217 0.01% 0.01% 1121 -1,012 -33.22% Q4 2025 Jan 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,041 217 0.0% 0.0% 1120 +767 60.2% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History New 2,034 216 0.01% — 1122 +2,034 New Q4 2025 Feb 10, 2026
Naviter Wealth, LLC History New 2,031 216 0.03% — 1124 +2,031 New Q4 2025 Jan 21, 2026
EVOKE WEALTH, LLC History Reduced 2,033 216 0.0% 0.01% 1123 -911 -30.94% Q4 2025 Feb 06, 2026
Trexquant Investment LP History New 1,997 213 0.0% — 1125 +1,997 New Q4 2025 Feb 17, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 1,997 213 0.07% 0.07% 1126 0 0.0% Q4 2025 Jan 12, 2026
BESSEMER GROUP INC History Reduced 1,969 210 0.0% 0.0% 1127 -52 -2.57% Q4 2025 Feb 05, 2026
Parisi Gray Wealth Management History No change 1,976 210 0.05% 0.05% 1128 0 0.0% Q4 2025 Jan 07, 2026
BAILARD, INC. History No change 1,952 208 0.0% 0.0% 1129 0 0.0% Q4 2025 Feb 04, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,957 208 0.01% 0.01% 1130 0 0.0% Q4 2025 Feb 13, 2026
EASTERN BANK History No change 1,950 208 0.0% 0.0% 1131 0 0.0% Q4 2025 Jan 14, 2026
SAPIENT CAPITAL LLC History No change 1,943 208 0.0% 0.0% 1132 0 0.0% Q4 2025 Feb 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 1,948 207 0.01% 0.01% 1133 0 0.0% Q4 2025 Jan 20, 2026
Ameritas Investment Partners, Inc. History Reduced 1,925 205 0.01% 0.01% 1134 -225 -10.47% Q4 2025 Feb 11, 2026
Worth Asset Management, LLC History No change 1,930 205 0.09% 0.09% 1135 0 0.0% Q4 2025 Jan 14, 2026
LCW Services, LLC History New 1,913 204 0.11% — 1136 +1,913 New Q4 2025 Feb 11, 2026
KLCM Advisors, Inc. History New 1,905 203 0.02% — 1137 +1,905 New Q4 2025 Feb 04, 2026
PLANNING ALTERNATIVES LTD /ADV History New 1,890 201 0.03% — 1138 +1,890 New Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,880 200 0.0% 0.0% 1139 +3 0.16% Q4 2025 Feb 06, 2026
Insight Inv LLC History No change 1,815 193 0.11% 0.11% 1140 0 0.0% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History Reduced 1,775 189 0.03% 0.04% 1142 -444 -20.01% Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,780 189 0.05% 0.05% 1141 0 0.0% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,761 187 0.01% — 1143 +1,761 New Q4 2025 Feb 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,703 181 0.0% 0.0% 1144 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History Reduced 1,632 174 0.04% 0.04% 1145 -55 -3.26% Q4 2025 Jan 23, 2026
FAS Wealth Partners, Inc. History Added to 1,593 170 0.01% 0.01% 1146 +17 1.08% Q4 2025 Feb 18, 2026
Mascoma Wealth Management LLC History No change 1,600 170 0.04% 0.04% 1147 0 0.0% Q4 2025 Feb 04, 2026
Morling Financial Advisors, LLC History No change 1,574 167 0.05% 0.05% 1148 0 0.0% Q4 2025 Feb 06, 2026
Crews Bank & Trust History No change 1,563 166 0.02% 0.02% 1149 0 0.0% Q4 2025 Jan 21, 2026
OBSIDIAN CIO, LLC History Reduced 1,542 164 0.24% 0.43% 1150 -30,044 -95.12% Q4 2025 Feb 18, 2026
Planning Project LLC History New 1,520 162 0.04% — 1152 +1,520 New Q4 2025 Feb 12, 2026
Marquette Asset Management, LLC History No change 1,520 162 0.02% 0.02% 1151 0 0.0% Q4 2025 Jan 16, 2026
Qube Research & Technologies Ltd History Reduced 1,514 161 0.0% 0.0% 1153 -7,438 -83.09% Q4 2025 Feb 17, 2026
Kingdom Financial Group LLC. History New 1,490 158 0.05% — 1154 +1,490 New Q4 2025 Feb 06, 2026
Independence Bank of Kentucky History No change 1,475 157 0.02% 0.02% 1155 0 0.0% Q4 2025 Jan 20, 2026
Signature Equity Partners, LLC History New 1,460 155 0.09% — 1156 +1,460 New Q4 2025 Feb 17, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,372 146 0.01% 0.01% 1157 0 0.0% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Added to 1,332 142 0.0% 0.0% 1158 +14 1.06% Q4 2025 Feb 09, 2026
Crewe Advisors LLC History Added to 1,327 141 0.01% 0.01% 1159 +369 38.52% Q4 2025 Jan 16, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 1,330 141 0.08% 0.08% 1160 -1 -0.08% Q4 2025 Feb 18, 2026
Miller Capital Partners, Inc. History New 1,301 138 0.07% — 1162 +1,301 New Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History No change 1,299 138 0.1% 0.1% 1161 0 0.0% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History No change 1,273 135 0.03% 0.03% 1163 0 0.0% Q4 2025 Feb 11, 2026
Rosenberg Matthew Hamilton History No change 1,245 132 0.03% 0.03% 1164 0 0.0% Q4 2025 Jan 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,218 130 0.05% 0.1% 1166 +727 148.07% Q4 2025 Jan 20, 2026
CENTRAL TRUST Co History No change 1,227 130 0.0% 0.0% 1165 0 0.0% Q4 2025 Feb 02, 2026
HOWE & RUSLING INC History Reduced 1,209 129 0.01% 0.01% 1167 -37 -2.97% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History No change 1,183 126 0.01% 0.01% 1168 0 0.0% Q4 2025 Jan 21, 2026
Copia Wealth Management History No change 1,163 124 0.09% 0.09% 1169 0 0.0% Q4 2025 Feb 06, 2026
Provident Wealth Management, LLC History No change 1,162 123 0.04% 0.04% 1170 0 0.0% Q4 2025 Jan 28, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,150 122 0.02% 0.02% 1171 0 0.0% Q4 2025 Feb 09, 2026
City State Bank History New 1,098 117 0.03% — 1172 +1,098 New Q4 2025 Jan 28, 2026
Newbridge Financial Services Group, Inc. History Added to 1,051 112 0.02% 0.01% 1174 +346 49.08% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO History Added to 1,040 112 0.0% 0.0% 1173 +96 10.17% Q4 2025 Jan 26, 2026
ORG Partners LLC History Added to 1,052 112 0.02% 0.02% 1175 +35 3.44% Q4 2025 Jan 14, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 1,043 111 0.02% 0.02% 1176 0 0.0% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,029 109 0.05% 0.04% 1177 +29 2.9% Q4 2025 Jan 30, 2026
Providence Capital Advisors, LLC History No change 1,010 107 0.02% 0.02% 1178 0 0.0% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History Added to 970 103 0.01% 0.01% 1179 +301 44.99% Q4 2025 Feb 11, 2026
Winch Advisory Services, LLC History Added to 945 100 0.02% 0.02% 1180 +1 0.11% Q4 2025 Feb 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 933 99 0.08% — 1181 +933 New Q4 2025 Feb 10, 2026
IFC & Insurance Marketing, Inc. History New 911 97 0.1% — 1183 +911 New Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 918 97 0.01% 0.01% 1182 0 0.0% Q4 2025 Jan 08, 2026
Nova Wealth Management, Inc. History Reduced 908 96 0.07% 0.07% 1184 -43 -4.52% Q4 2025 Jan 14, 2026
Networth Advisors, LLC History New 886 94 0.07% — 1186 +886 New Q4 2025 Jan 22, 2026
Coston, McIsaac & Partners History No change 885 94 0.02% 0.02% 1185 0 0.0% Q4 2025 Feb 03, 2026
Kohmann Bosshard Financial Services, LLC History New 876 93 0.01% — 1187 +876 New Q4 2025 Jan 30, 2026
North Star Investment Management Corp. History Reduced 863 92 0.01% 0.01% 1188 -173 -16.7% Q4 2025 Jan 30, 2026
Park Square Financial Group, LLC History Added to 1,034 90 0.53% 0.19% 1190 +599 137.7% Q4 2025 Feb 05, 2026
Costello Asset Management, INC History Added to 850 90 0.03% 0.03% 1189 +15 1.8% Q4 2025 Feb 03, 2026
Russell Investments Group, Ltd. History Added to 768 81 0.0% 0.0% 1191 +184 31.51% Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Reduced 736 80 0.01% 0.01% 1193 -521 -41.45% Q4 2025 Feb 02, 2026
Fairman Group, LLC History Reduced 755 80 0.06% 0.08% 1194 -190 -20.11% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History No change 750 80 0.01% 0.01% 1192 0 0.0% Q4 2025 Jan 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 730 77 0.02% 0.04% 1195 +36 5.19% Q4 2025 Jan 22, 2026
Midwest Capital Advisors, LLC History No change 716 76 0.04% 0.04% 1196 0 0.0% Q4 2025 Jan 29, 2026
Ancora Advisors LLC History No change 709 75 0.0% 0.0% 1197 0 0.0% Q4 2025 Feb 17, 2026
Garton & Associates Financial Advisors LLC History New 697 74 0.04% — 1199 +697 New Q4 2025 Feb 18, 2026
Gen-Wealth Partners Inc History No change 700 74 0.02% 0.02% 1198 0 0.0% Q4 2025 Feb 13, 2026
Estate Planners Group, LLC History New 686 73 0.03% — 1201 +686 New Q4 2025 Apr 07, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 686 73 0.03% 0.03% 1200 0 0.0% Q4 2025 Jan 26, 2026
AMERIFLEX GROUP, INC. History Added to 680 72 0.04% 0.0% 1202 +570 518.18% Q4 2025 Feb 18, 2026
STEPH & CO History No change 663 70 0.02% 0.02% 1203 0 0.0% Q4 2025 Jan 23, 2026
Luminist Capital LLC History No change 663 70 0.09% 0.06% 1204 0 0.0% Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Reduced 648 69 0.02% 0.03% 1205 -102 -13.6% Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History No change 651 69 0.01% 0.01% 1206 0 0.0% Q4 2025 Feb 11, 2026
RMG Wealth Management LLC History New 675 67 0.01% — 1207 +675 New Q4 2025 Jan 29, 2026
Caitlin John, LLC History Added to 615 65 0.04% 0.04% 1208 +1 0.16% Q4 2025 Feb 18, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 600 64 0.0% 0.0% 1209 0 0.0% Q4 2025 Jan 22, 2026
Premier Financial Group History New 580 62 0.02% — 1210 +580 New Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History Reduced 579 61 0.02% 0.03% 1211 -286 -33.06% Q4 2025 Jan 22, 2026
CITY HOLDING CO History Reduced 570 60 0.01% 0.01% 1212 -10 -1.72% Q4 2025 Jan 22, 2026
Meramec Financial Planners, LLC History New 555 58 0.02% — 1213 +555 New Q4 2025 Feb 10, 2026
BAYBAN History New 536 57 0.05% — 1214 +536 New Q4 2025 Mar 05, 2026
Strive Financial Group ,LLC History New 527 56 0.03% — 1215 +527 New Q4 2025 Feb 18, 2026
Federation des caisses Desjardins du Quebec History New 518 55 0.0% — 1216 +518 New Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Reduced 510 54 0.02% 0.02% 1217 -261 -33.85% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Reduced 488 52 0.0% 0.01% 1218 -706 -59.13% Q4 2025 Feb 11, 2026
Global Trust Asset Management, LLC History Reduced 452 48 0.02% 0.05% 1219 -642 -58.68% Q4 2025 Jan 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 449 47 0.0% 0.0% 1220 0 0.0% Q4 2025 Feb 03, 2026
Security National Bank History No change 443 47 0.01% 0.01% 1221 0 0.0% Q4 2025 Feb 05, 2026
Triumph Capital Management History New 421 44 0.01% — 1222 +421 New Q4 2025 Feb 12, 2026
Quest 10 Wealth Builders, Inc. History Added to 395 42 0.04% 0.02% 1224 +143 56.75% Q4 2025 Jan 29, 2026
BARRETT & COMPANY, INC. History No change 395 42 0.01% 0.01% 1223 0 0.0% Q4 2025 Jan 28, 2026
ALBION FINANCIAL GROUP /UT History Reduced 377 40 0.0% 0.01% 1226 -565 -59.98% Q4 2025 Jan 21, 2026
Integrity Financial Corp /WA History Added to 378 40 0.02% 0.02% 1227 +2 0.53% Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History No change 380 40 0.0% 0.0% 1225 0 0.0% Q4 2025 Jan 08, 2026
Key Capital Management, INC History New 372 39 0.04% — 1229 +372 New Q4 2025 Jan 26, 2026
Rakuten Securities, Inc. History Added to 369 39 0.01% 0.0% 1228 +355 2535.71% Q4 2025 Jan 29, 2026
O'Domhnaill Enterprises, Inc. History New 350 37 0.03% — 1230 +350 New Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History No change 339 36 0.0% 0.0% 1231 0 0.0% Q4 2025 Jan 21, 2026
Trust Co History New 320 34 0.0% — 1232 +320 New Q4 2025 Jan 15, 2026
Game Plan Financial Advisors, LLC History Added to 313 33 0.01% 0.01% 1233 +13 4.33% Q4 2025 Jan 14, 2026
Atlantic Private Wealth, LLC History No change 312 33 0.02% 0.02% 1234 0 0.0% Q4 2025 Feb 11, 2026
Modus Advisors, LLC History New 301 32 0.01% — 1237 +301 New Q4 2025 Feb 11, 2026
Quaker Wealth Management, LLC History Added to 302 32 0.01% 0.01% 1236 +1 0.33% Q4 2025 Jan 28, 2026
WOLFF WIESE MAGANA LLC History Added to 307 32 0.02% 0.02% 1238 +1 0.33% Q4 2025 Jan 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 300 32 0.0% 0.0% 1235 0 0.0% Q4 2025 Feb 11, 2026
PITTENGER & ANDERSON INC History New 292 31 0.0% — 1239 +292 New Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 297 31 0.0% 0.0% 1240 0 0.0% Q4 2025 Jan 07, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 278 30 0.01% 0.02% 1241 -552 -66.51% Q4 2025 Jan 15, 2026
Greenline Wealth Management LLC History New 290 30 0.03% — 1243 +290 New Q4 2025 Feb 13, 2026
CGC Financial Services, LLC History No change 286 30 0.01% 0.01% 1242 0 0.0% Q4 2025 Feb 03, 2026
New Millennium Group LLC History New 274 29 0.01% — 1244 +274 New Q4 2025 Feb 06, 2026
Vermillion Wealth Management, Inc. History No change 270 28 0.01% 0.01% 1245 0 0.0% Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 253 27 0.0% 0.0% 1246 +216 583.78% Q4 2025 Feb 09, 2026
Hanson & Doremus Investment Management History No change 234 25 0.0% 0.0% 1247 0 0.0% Q4 2025 Jan 20, 2026
Fairscale Capital, LLC History No change 238 25 0.02% 0.02% 1248 0 0.0% Q4 2025 Feb 17, 2026
United Financial Planning Group LLC History No change 242 25 0.02% 0.02% 1249 0 0.0% Q4 2025 Feb 11, 2026
Oakworth Capital, Inc. History No change 225 24 0.0% 0.0% 1250 0 0.0% Q4 2025 Jan 30, 2026
TFC Financial Management, Inc. History No change 230 24 0.0% 0.0% 1251 0 0.0% Q4 2025 Jan 23, 2026
Heritage Wealth Advisors History No change 223 23 0.0% 0.0% 1252 0 0.0% Q4 2025 Feb 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 211 22 0.03% — 1253 +211 New Q4 2025 Jan 28, 2026
OPTIMA CAPITAL LLC History New 210 22 0.01% — 1254 +210 New Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 200 21 0.02% — 1255 +200 New Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History New 191 20 0.0% — 1257 +191 New Q4 2025 Jan 27, 2026
HM PAYSON & CO History No change 188 20 0.0% 0.0% 1256 0 0.0% Q4 2025 Feb 12, 2026
Portfolio Resources Advisor Group, Inc. History New 176 18 0.02% — 1259 +176 New Q4 2025 Feb 13, 2026
Wilkerson Advisory Group LLC History New 174 18 0.01% — 1260 +174 New Q4 2025 Feb 13, 2026
Hilton Head Capital Partners, LLC History New 174 18 0.01% — 1261 +174 New Q4 2025 Feb 11, 2026
BFSG, LLC History New 170 18 0.0% — 1258 +170 New Q4 2025 Jan 22, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 165 17 0.01% 0.01% 1262 0 0.0% Q4 2025 Jan 22, 2026
Horizons Wealth Management History No change 158 16 0.01% 0.01% 1263 0 0.0% Q4 2025 Jan 05, 2026
Fortitude Family Office, LLC History New 146 15 0.0% — 1265 +146 New Q4 2025 Jan 15, 2026
Stone House Investment Management, LLC History New 144 15 0.0% — 1264 +144 New Q4 2025 Jan 21, 2026
Smallwood Wealth Investment Management, LLC History Reduced 136 14 0.01% 0.02% 1267 -165 -54.82% Q4 2025 Jan 23, 2026
Valued Wealth Advisors LLC History Reduced 135 14 0.01% 0.01% 1269 -77 -36.32% Q4 2025 Jan 30, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 138 14 0.01% 0.01% 1266 0 0.0% Q4 2025 Feb 12, 2026
Nemes Rush Group LLC History No change 136 14 0.0% 0.0% 1268 0 0.0% Q4 2025 Feb 11, 2026
Princeton Global Asset Management LLC History New 125 13 0.0% — 1270 +125 New Q4 2025 Jan 20, 2026
Quattro Advisors LLC History New 125 13 0.01% — 1272 +125 New Q4 2025 Feb 13, 2026
Imprint Wealth LLC History Reduced 131 13 0.06% 0.07% 1271 -76 -36.71% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 117 12 0.0% 0.0% 1273 +17 17.0% Q4 2025 Feb 04, 2026
Pacific Center for Financial Services History No change 121 12 0.0% 0.0% 1274 0 0.0% Q4 2025 Feb 17, 2026
Morse Asset Management, Inc History No change 116 12 0.0% 0.0% 1275 0 0.0% Q4 2025 Feb 03, 2026
Strategic Advocates LLC History Added to 111 11 0.0% 0.0% 1276 +72 184.62% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History New 91 9 0.0% — 1278 +91 New Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Added to 107 9 0.0% 0.0% 1277 +2 1.9% Q4 2025 Jan 23, 2026
Central Pacific Bank - Trust Division History No change 86 9 0.0% 0.0% 1279 0 0.0% Q4 2025 Jan 07, 2026
Breakwater Investment Management History No change 88 9 0.0% 0.0% 1280 0 0.0% Q4 2025 Feb 02, 2026
WINNOW WEALTH LLC History No change 90 9 0.01% 0.01% 1281 0 0.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History New 81 8 0.0% — 1283 +81 New Q4 2025 Feb 10, 2026
Smithfield Trust Co History New 75 8 0.0% — 1282 +75 New Q4 2025 Feb 09, 2026
REAP Financial Group, LLC History Added to 75 8 0.0% — 1287 +72 2400.0% Q4 2025 Feb 10, 2026
Anfield Capital Management, LLC History No change 84 8 0.0% 0.0% 1284 0 0.0% Q4 2025 Feb 03, 2026
Team Financial Group, LLC History No change 83 8 0.0% 0.0% 1285 0 0.0% Q4 2025 Jan 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 76 8 0.0% 0.0% 1286 0 0.0% Q4 2025 Jan 15, 2026
Addison Advisors LLC History No change 71 7 0.0% 0.0% 1288 0 0.0% Q4 2025 Feb 06, 2026
Noble Wealth Management PBC History No change 72 7 0.0% 0.0% 1289 0 0.0% Q4 2025 Jan 05, 2026
Lodestone Wealth Management LLC History New 63 6 0.0% — 1293 +63 New Q4 2025 Jan 15, 2026
Archer Investment Corp History Reduced 61 6 0.0% 0.0% 1292 -14 -18.67% Q4 2025 Jan 30, 2026
Rossby Financial, LCC History Added to 60 6 0.0% 0.0% 1295 +3 5.26% Q4 2025 Feb 12, 2026
TD Capital Management LLC History No change 60 6 0.0% 0.0% 1290 0 0.0% Q4 2025 Feb 26, 2026
Roble, Belko & Company, Inc History No change 53 6 0.0% 0.0% 1291 0 0.0% Q4 2025 Jan 12, 2026
Financial Perspectives, Inc History No change 56 6 0.0% 0.0% 1294 0 0.0% Q4 2025 Jan 28, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 53 5 0.0% 0.0% 1296 -200 -79.05% Q4 2025 Jan 07, 2026
Rice Partnership, LLC History New 55 5 0.0% — 1298 +55 New Q4 2025 Feb 10, 2026
CDKV HOLDINGS LLC History New 54 5 0.0% — 1304 +54 New Q4 2025 Feb 17, 2026
Ransom Advisory, Ltd History New 50 5 0.0% — 1302 +50 New Q4 2025 Jan 06, 2026
Investment Research & Advisory Group, Inc. History New 47 5 0.0% — 1299 +47 New Q4 2025 Jan 20, 2026
EPG Wealth Management LLC History Added to 48 5 0.0% 0.0% 1300 +28 140.0% Q4 2025 Jan 28, 2026
Versant Capital Management, Inc History No change 48 5 0.0% 0.0% 1297 0 0.0% Q4 2025 Jan 08, 2026
Beaird Harris Wealth Management, LLC History No change 51 5 0.0% 0.0% 1301 0 0.0% Q4 2025 Feb 23, 2026
WPG Advisers, LLC History No change 48 5 0.0% 0.0% 1303 0 0.0% Q4 2025 Jan 28, 2026
Richardson Capital Management LLC History Reduced 43 4 0.0% 0.01% 1307 -131 -75.29% Q4 2025 Jan 30, 2026
FIRST COMMUNITY TRUST NA History New 43 4 0.0% — 1306 +43 New Q4 2025 Jan 16, 2026
ALERUS FINANCIAL NA History Added to 46 4 0.0% — 1305 +42 1050.0% Q4 2025 Feb 13, 2026
Dorato Capital Management History New 41 4 0.0% — 1309 +41 New Q4 2025 Jan 16, 2026
Sawyer & Company, Inc History No change 38 4 0.0% 0.0% 1308 0 0.0% Q4 2025 Feb 02, 2026
Camelot Portfolios, LLC History New 31 3 0.0% — 1310 +31 New Q4 2025 Jan 29, 2026
Hamrick Investment Counsel, llc History New 30 3 0.0% — 1313 +30 New Q4 2025 Mar 31, 2026
Greykasell Wealth Strategies, Inc. History No change 37 3 0.0% 0.0% 1311 0 0.0% Q4 2025 Feb 11, 2026
Spurstone Advisory Services, LLC History No change 31 3 0.05% 0.04% 1312 0 0.0% Q4 2025 Jan 29, 2026
Pacifica Partners Inc. History Reduced 24 2 0.0% 0.01% 1316 -375 -93.98% Q4 2025 Jan 09, 2026
DEUTSCHE BANK AG\ History Reduced 20 2 0.0% 0.0% 1314 -230 -92.0% Q4 2025 Feb 11, 2026
Jackson Hole Capital Partners, LLC History No change 28 2 0.0% 0.0% 1315 0 0.0% Q4 2025 Jan 30, 2026
High Point Wealth Management, LLC History New 14 1 0.0% — 1323 +14 New Q4 2025 Jan 29, 2026
DB Fitzpatrick & Co, Inc History New 11 1 0.0% — 1320 +11 New Q4 2025 Jan 15, 2026
BIRCHBROOK, INC. History New 10 1 0.0% — 1321 +10 New Q4 2025 Feb 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12 1 0.0% 0.0% 1317 0 0.0% Q4 2025 Feb 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 16 1 0.0% 0.0% 1318 0 0.0% Q4 2025 Jan 23, 2026
West Branch Capital LLC History No change 10 1 0.0% 0.0% 1319 0 0.0% Q4 2025 Jan 16, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 15 1 0.0% 0.0% 1322 0 0.0% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 4.17% — -917,608 -100.0% Q3 2025 Nov 05, 2025
Marks Wealth, LLC History Closed out 0 0 — 9.19% — -284,533 -100.0% Q3 2025 Oct 28, 2025
Tidemark, LLC History Closed out 0 0 — 5.05% — -165,761 -100.0% Q3 2025 Nov 03, 2025
Strategic Investment Advisors / MI History Closed out 0 0 — 0.01% — -133,995 -100.0% Q3 2025 Dec 17, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.04% — -92,696 -100.0% Q3 2025 Nov 10, 2025
FDx Advisors, Inc. History Closed out 0 0 — 2.65% — -81,877 -100.0% Q3 2025 Nov 04, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.65% — -73,082 -100.0% Q3 2025 Oct 15, 2025
NWF Advisory Services Inc. History Closed out 0 0 — 0.52% — -45,137 -100.0% Q3 2025 Oct 31, 2025
Saxony Capital Management, LLC History Closed out 0 0 — 2.64% — -38,279 -100.0% Q3 2025 Oct 21, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -26,114 -100.0% Q3 2025 Nov 12, 2025
Hershey Financial Advisers, LLC History Closed out 0 0 — 1.89% — -21,056 -100.0% Q3 2025 Nov 17, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.05% — -20,025 -100.0% Q3 2025 Oct 28, 2025
Fund Evaluation Group, LLC History Closed out 0 0 — 0.07% — -17,915 -100.0% Q3 2025 Nov 12, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.14% — -10,826 -100.0% Q3 2025 Nov 12, 2025
Significant Wealth Partners LLC History Closed out 0 0 — 0.5% — -9,811 -100.0% Q3 2025 Nov 04, 2025
Forthright Family Wealth Advisory LLC History Closed out 0 0 — 0.57% — -8,942 -100.0% Q3 2025 Nov 04, 2025
MinichMacGregor Wealth Management, LLC History Closed out 0 0 — 0.17% — -8,294 -100.0% Q3 2025 Oct 28, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.03% — -7,372 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.0% — -7,000 -100.0% Q3 2025 Nov 14, 2025
Jessup Wealth Management, Inc History Closed out 0 0 — 0.21% — -5,348 -100.0% Q3 2025 Oct 24, 2025
Davies Financial Advisors, Inc. History Closed out 0 0 — 0.42% — -5,003 -100.0% Q3 2025 Oct 15, 2025
KPP Advisory Services LLC History Closed out 0 0 — 0.07% — -4,531 -100.0% Q3 2025 Nov 03, 2025
Glassy Mountain Advisors, Inc. History Closed out 0 0 — 0.12% — -3,862 -100.0% Q3 2025 Nov 06, 2025
Vectors Research Management, LLC History Closed out 0 0 — 0.12% — -3,612 -100.0% Q3 2025 Oct 28, 2025
Retireful, LLC History Closed out 0 0 — 0.36% — -3,590 -100.0% Q3 2025 Oct 17, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -3,474 -100.0% Q3 2025 Nov 14, 2025
CMC Financial Group History Closed out 0 0 — 0.6% — -3,085 -100.0% Q3 2025 Dec 01, 2025
INVESTED ADVISORS History Closed out 0 0 — 0.39% — -3,021 -100.0% Q3 2025 Oct 23, 2025
MONOGRAPH WEALTH ADVISORS, LLC History Closed out 0 0 — 0.03% — -2,942 -100.0% Q3 2025 Nov 14, 2025
Valtrion Capital Management, LLC History Closed out 0 0 — 0.32% — -2,829 -100.0% Q3 2025 Nov 14, 2025
Future Fund LLC History Closed out 0 0 — 0.1% — -2,810 -100.0% Q3 2025 Nov 12, 2025
Brooklyn Investment Group History Closed out 0 0 — 0.03% — -2,489 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -2,435 -100.0% Q3 2025 Oct 14, 2025
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 — 0.0% — -2,313 -100.0% Q3 2025 Nov 04, 2025
Gradient Investments LLC History Closed out 0 0 — 0.0% — -2,307 -100.0% Q3 2025 Oct 06, 2025
SlateStone Wealth, LLC History Closed out 0 0 — 0.02% — -2,210 -100.0% Q3 2025 Nov 05, 2025
SUMMITRY LLC History Closed out 0 0 — 0.01% — -2,209 -100.0% Q3 2025 Nov 07, 2025
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.0% — -2,184 -100.0% Q3 2025 Oct 23, 2025
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.03% — -1,988 -100.0% Q3 2025 Oct 31, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.01% — -1,970 -100.0% Q3 2025 Oct 23, 2025
Axis Wealth Partners, LLC History Closed out 0 0 — 0.12% — -1,947 -100.0% Q3 2025 Oct 24, 2025
First Western Trust Bank History Closed out 0 0 — 0.01% — -1,931 -100.0% Q3 2025 Nov 14, 2025
Sandy Cove Advisors, LLC History Closed out 0 0 — 0.06% — -1,914 -100.0% Q3 2025 Oct 22, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,504 -100.0% Q3 2025 Oct 07, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.19% — -1,334 -100.0% Q3 2025 Nov 07, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.06% — -973 -100.0% Q3 2025 Oct 15, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.05% — -688 -100.0% Q3 2025 Nov 10, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -396 -100.0% Q3 2025 Oct 29, 2025
Clayton Financial Group LLC History Closed out 0 0 — 0.02% — -250 -100.0% Q3 2025 Oct 15, 2025
Financial Life Planners History Closed out 0 0 — 0.02% — -246 -100.0% Q3 2025 Nov 13, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -239 -100.0% Q3 2025 Nov 10, 2025
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -138 -100.0% Q3 2025 Oct 14, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.01% — -108 -100.0% Q3 2025 Oct 27, 2025
Bangor Savings Bank History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2025 Oct 27, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -95 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2025 Nov 07, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 14, 2025
Global Wealth Strategies & Associates History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Oct 02, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 20, 2025
Operose Advisors LLC History New 9 0 — — — +9 New Q4 2025 Feb 10, 2026
GODSEY & GIBB, INC History New 5 0 — — — +5 New Q4 2025 Jan 27, 2026
Byrne Asset Management LLC History Added to 9 0 — — — +4 80.0% Q4 2025 Jan 12, 2026
HighMark Wealth Management LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 20, 2025
Truvestments Capital LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 13, 2026