SPDR SERIES TRUST - SPYV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 239 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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Financial Engines Advisors L.L.C. History Added to 81,809,191 4,647,580 8.81% 8.63% 1 +79,829 0.1% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 50,106,607 2,846,556 0.78% 0.75% 2 +3,652,552 7.86% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 22,516,338 1,279,153 0.16% 0.15% 3 +291,210 1.31% Q4 2025 Mar 25, 2026
MORGAN STANLEY History Added to 19,747,812 1,121,873 0.07% 0.03% 4 +10,778,683 120.18% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 19,695,295 1,118,889 4.58% — 5 +19,695,295 New Q4 2025 Feb 05, 2026
Valmark Advisers, Inc. History Added to 8,740,145 496,527 6.12% 6.08% 6 +231,888 2.73% Q4 2025 Jan 26, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,301,824 471,660 0.11% 0.11% 7 -273,823 -3.19% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 7,666,313 435,523 0.03% 0.02% 8 +1,028,875 15.5% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 6,796,464 386,107 0.02% 0.02% 9 -660,134 -8.85% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 6,494,394 368,946 0.06% 0.06% 10 -777,969 -10.7% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,004,888 341,137 0.11% 0.11% 11 +80,711 1.36% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 6,004,456 341,112 0.06% — 12 +6,004,456 New Q4 2025 Feb 17, 2026
Willis Johnson & Associates, Inc. History Added to 5,798,846 329,432 20.3% 17.86% 13 +579,899 11.11% Q4 2025 Jan 22, 2026
Advisory Alpha, LLC History Added to 5,641,848 320,516 8.73% 8.67% 14 +33,649 0.6% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 5,165,300 293,440 2.01% 1.98% 15 +293,750 6.03% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,637,090 268,626 0.36% 0.39% 16 +38,621 0.84% Q4 2025 Jan 08, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,463,460 253,569 2.04% 2.02% 17 0 0.0% Q4 2025 Jan 27, 2026
NorthRock Partners, LLC History Reduced 4,417,191 250,940 4.23% 4.43% 18 -19,488 -0.44% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,137,719 235,063 0.07% 0.06% 19 +511,267 14.1% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 4,085,059 232,072 0.63% 0.68% 20 +10,620 0.26% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Reduced 3,975,800 225,865 0.25% 0.26% 21 -132,126 -3.22% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 3,871,030 219,913 2.79% 2.65% 22 +229,248 6.29% Q4 2025 Feb 02, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,774,074 214,405 0.51% 0.58% 23 -555,953 -12.84% Q4 2025 Feb 11, 2026
Connecticut Wealth Management, LLC History Added to 3,654,368 207,604 9.03% 8.48% 24 +200,519 5.81% Q4 2025 Feb 12, 2026
Dynasty Wealth Management, LLC History Reduced 3,620,443 205,677 2.02% 3.5% 25 -1,112,479 -23.51% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 3,569,519 202,784 0.3% 0.31% 26 +96,955 2.79% Q4 2025 Feb 11, 2026
Quotient Wealth Partners, LLC History Reduced 3,567,718 202,682 5.39% 6.89% 27 -978,619 -21.53% Q4 2025 Jan 22, 2026
AE Wealth Management LLC History Added to 3,499,178 198,788 1.14% 1.1% 28 +381,186 12.23% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 3,131,480 177,904 0.26% 0.28% 29 -525,629 -14.37% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 2,831,792 160,874 0.76% 0.78% 30 -49,291 -1.71% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 2,540,516 144,326 0.16% 0.16% 31 +52,900 2.13% Q4 2025 Feb 06, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 2,410,365 136,932 4.78% 4.36% 32 +116,447 5.08% Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History Added to 2,387,903 135,656 9.23% 9.08% 33 +121,475 5.36% Q4 2025 Feb 06, 2026
Betterment LLC History Reduced 2,331,001 132,424 0.25% 0.26% 34 -80,814 -3.35% Q4 2025 Feb 12, 2026
AlphaStar Capital Management, LLC History Added to 2,319,673 131,780 9.67% 8.46% 35 +545,145 30.72% Q4 2025 Feb 02, 2026
Octavia Wealth Advisors, LLC History Added to 2,289,497 130,066 12.42% 11.71% 36 +163,483 7.69% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 2,109,021 119,813 0.02% 0.02% 37 +195,089 10.19% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 2,108,727 119,796 0.14% 0.14% 38 +88,727 4.39% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,098,138 119,195 0.08% 0.07% 39 +168,784 8.75% Q4 2025 Feb 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,072,630 117,746 6.49% 6.4% 40 +186,604 9.89% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 2,046,644 116,269 0.1% 0.1% 41 +11,200 0.55% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Added to 1,968,113 111,808 3.73% 3.69% 42 +19,364 0.99% Q4 2025 Feb 09, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 1,760,587 102,184 4.77% 3.3% 43 +737,316 72.05% Q4 2025 Feb 03, 2026
Magnus Financial Group LLC History Added to 1,766,314 100,344 7.66% 7.58% 44 +30,936 1.78% Q4 2025 Jan 07, 2026
KWB Wealth History Added to 1,752,061 99,534 9.43% 9.42% 45 +123,419 7.58% Q4 2025 Jan 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,661,688 94,400 1.57% 1.54% 46 +36,118 2.22% Q4 2025 Jan 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,650,911 93,788 0.13% 0.11% 47 +75,722 4.81% Q4 2025 Feb 12, 2026
Bell Bank History Added to 1,581,036 89,818 3.84% 3.77% 48 +9,113 0.58% Q4 2025 Jan 14, 2026
SIMON QUICK ADVISORS, LLC History Reduced 1,526,488 86,719 3.78% 3.89% 49 -28,105 -1.81% Q4 2025 Jan 29, 2026
BENJAMIN EDWARDS INC History Added to 1,524,255 86,592 0.96% 0.95% 50 +10,201 0.67% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History Added to 1,523,011 86,522 6.4% 6.93% 51 +121,672 8.68% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Added to 1,461,794 83,044 2.02% 1.95% 52 +70,011 5.03% Q4 2025 Feb 17, 2026
Compton Financial Group, LLC History Added to 1,434,747 81,507 18.46% 13.32% 53 +434,764 43.48% Q4 2025 Feb 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 1,380,276 78,413 4.62% 4.91% 54 +75,234 5.76% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 1,266,104 71,927 3.39% 2.82% 55 +94,708 8.09% Q4 2025 Jan 21, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,261,026 71,638 0.55% 0.53% 56 +128,972 11.39% Q4 2025 Jan 14, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 1,208,677 70,308 4.74% 13.74% 57 -1,960,787 -61.86% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Added to 1,220,593 69,341 0.82% 0.51% 58 +185,044 17.87% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History Added to 1,195,167 67,897 3.28% 3.33% 59 +957 0.08% Q4 2025 Jan 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,119,775 63,614 0.93% 1.0% 60 -89,919 -7.43% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Added to 1,084,559 61,613 2.15% 2.08% 61 +48,903 4.72% Q4 2025 Jan 13, 2026
71 West Capital Partners History New 1,048,426 59,561 2.74% — 62 +1,048,426 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 1,036,375 58,876 0.14% 0.15% 63 +52,575 5.34% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 1,033,028 58,686 0.0% 0.0% 64 -12,617 -1.21% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 1,022,693 57,826 0.08% 0.09% 65 +35,381 3.58% Q4 2025 Mar 09, 2026
Whitcomb & Hess, Inc. History Added to 942,692 54,713 12.9% 12.87% 66 +37,852 4.18% Q4 2025 Jan 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 961,028 54,595 0.03% 0.03% 67 +267,388 38.55% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 904,778 51,400 0.14% 0.15% 68 -49,542 -5.19% Q4 2025 Feb 05, 2026
CGN Advisors LLC History Added to 884,473 50,246 3.98% 4.0% 69 +4,662 0.53% Q4 2025 Jan 05, 2026
Facet Wealth, Inc. History Reduced 841,912 48,771 0.86% 1.1% 70 -122,378 -12.69% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 855,339 48,591 3.06% 3.07% 71 +29,493 3.57% Q4 2025 Feb 06, 2026
Perennial Investment Advisors, LLC History Added to 852,199 48,413 3.82% 3.66% 72 +50,861 6.35% Q4 2025 Feb 17, 2026
Leicht Financial Planning & Wealth Management, Inc. History Added to 828,545 47,069 21.05% 13.79% 73 +275,899 49.92% Q4 2025 Feb 04, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 810,567 46,048 6.42% 6.35% 74 -16,406 -1.98% Q4 2025 Jan 26, 2026
Waverly Advisors, LLC History Added to 803,642 45,654 0.37% 0.31% 75 +235,699 41.5% Q4 2025 Feb 17, 2026
ARROW FINANCIAL CORP History Reduced 783,199 44,493 4.44% 4.44% 76 -1,485 -0.19% Q4 2025 Feb 05, 2026
BALANCED WEALTH GROUP LLC History Added to 790,564 43,775 16.02% 17.79% 77 +22,585 2.94% Q4 2025 Jan 13, 2026
Tennessee Valley Asset Management Partners History Added to 735,506 41,784 5.42% 5.36% 78 +22,232 3.12% Q4 2025 Feb 05, 2026
Accredited Investors Inc. History Reduced 732,955 41,639 2.21% 2.37% 79 -34,552 -4.5% Q4 2025 Feb 05, 2026
VICUS CAPITAL History Added to 731,625 41,563 3.12% 2.97% 80 +28,653 4.08% Q4 2025 Jan 22, 2026
COURIER CAPITAL LLC History Added to 725,300 41,204 2.31% 2.19% 81 +34,594 5.01% Q4 2025 Jan 29, 2026
Constellation Investments, Inc. History No change 712,000 40,448 1.25% 1.84% 82 0 0.0% Q4 2025 Jan 21, 2026
Convergence Financial, LLC History Added to 707,615 40,199 5.87% 5.71% 83 +19,783 2.88% Q4 2025 Feb 11, 2026
NICOLET BANKSHARES INC History Reduced 706,930 40,160 6.44% 9.41% 84 -351,781 -33.23% Q4 2025 Feb 09, 2026
MONECO ADVISORS, LLC History Added to 695,651 39,519 3.14% 3.06% 85 +34,182 5.17% Q4 2025 Feb 04, 2026
Gladstone Institutional Advisory LLC History Reduced 694,326 39,444 1.49% 1.56% 86 -35,561 -4.87% Q4 2025 Feb 17, 2026
Shepherd Financial Partners LLC History Added to 693,535 39,399 3.65% 2.83% 87 +155,635 28.93% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 688,637 39,384 0.07% 0.07% 88 +1,673 0.24% Q4 2025 Feb 05, 2026
Creative Planning History Reduced 691,815 39,302 0.03% 0.03% 89 -8,219 -1.17% Q4 2025 Feb 17, 2026
Koss-Olinger Consulting, LLC History Added to 691,510 39,285 3.04% 2.83% 90 +36,346 5.55% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 689,717 39,182 1.22% 1.18% 91 +29,243 4.43% Q4 2025 Jan 06, 2026
Dakota Wealth Management History Added to 688,529 39,115 0.69% 0.7% 92 +59,884 9.53% Q4 2025 Jan 13, 2026
ERn Financial, LLC History Added to 676,263 38,418 7.22% 7.04% 93 +31,736 4.92% Q4 2025 Jan 15, 2026
TSFG, LLC History Added to 668,138 37,957 5.67% 5.09% 94 +88,711 15.31% Q4 2025 Feb 04, 2026
Align Financial, LLC History New 37,551 37,551 0.02% — 95 +37,551 New Q4 2025 Feb 17, 2026
Scarborough Advisors, LLC History Added to 650,462 36,952 6.24% 5.33% 96 +104,518 19.14% Q4 2025 Feb 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 646,065 36,702 5.81% 6.28% 97 -53,438 -7.64% Q4 2025 Feb 02, 2026
PRUDENTIAL FINANCIAL INC History Reduced 625,644 35,786 0.04% 0.04% 98 -16,081 -2.51% Q4 2025 Feb 13, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 616,365 35,015 16.58% 16.44% 99 +28,167 4.79% Q4 2025 Jan 29, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 603,839 34,304 0.51% 0.48% 100 -6,636 -1.09% Q4 2025 Jan 05, 2026
Hills Bank & Trust Co History Added to 600,786 34,130 1.98% 1.9% 101 +16,001 2.74% Q4 2025 Feb 05, 2026
Alta Wealth Advisors LLC History Added to 594,790 33,790 11.29% 11.09% 102 +35,144 6.28% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 587,548 33,378 0.82% 0.8% 103 +19,835 3.49% Q4 2025 Jan 28, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 587,191 33,358 3.48% 3.47% 104 +52,703 9.86% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 572,801 32,540 0.0% 0.0% 105 +7,302 1.29% Q4 2025 Feb 17, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 569,686 32,363 7.19% 2.16% 106 +399,501 234.75% Q4 2025 Jan 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 568,762 32,311 0.62% 0.62% 107 +13,011 2.34% Q4 2025 Feb 12, 2026
McNamara Financial Services, Inc. History New 568,701 32,307 6.13% — 108 +568,701 New Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 567,085 32,216 0.12% 0.14% 109 +3,041 0.54% Q4 2025 Feb 18, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 557,609 31,677 2.07% 2.12% 110 -4,511 -0.8% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 541,657 30,771 2.58% 2.51% 111 +19,751 3.78% Q4 2025 Feb 03, 2026
Avantax Planning Partners, Inc. History Reduced 540,007 30,677 0.86% 0.89% 112 -22,982 -4.08% Q4 2025 Feb 05, 2026
Choice Wealth Advisors, LLC History Reduced 534,434 30,361 12.0% 12.72% 113 -1,966 -0.37% Q4 2025 Jan 08, 2026
Janney Montgomery Scott LLC History Reduced 526,875 29,932 0.07% 0.08% 114 -99,571 -15.89% Q4 2025 Feb 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 520,483 29,568 0.78% 0.69% 115 +75,653 17.01% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 520,437 29,566 0.6% 0.62% 116 +39,018 8.1% Q4 2025 Feb 03, 2026
Diversify Advisory Services, LLC History Added to 501,205 29,160 0.92% 0.85% 117 +49,195 10.88% Q4 2025 Jan 23, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 510,761 29,016 3.24% 3.25% 118 +4,421 0.87% Q4 2025 Jan 08, 2026
Rodgers & Associates, LTD History Added to 500,177 28,415 2.88% 2.81% 119 +7,186 1.46% Q4 2025 Jan 22, 2026
SkyOak Wealth, LLC History Added to 496,987 28,233 5.08% 4.74% 120 +43,394 9.57% Q4 2025 Feb 05, 2026
Roberts Financial Services LLC History Added to 496,471 28,204 8.85% 8.7% 121 +9,396 1.93% Q4 2025 Jan 23, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 491,618 27,928 3.42% 4.21% 122 -77,672 -13.64% Q4 2025 Jan 09, 2026
Harbor Group, Inc. History Added to 490,726 27,878 4.17% 4.2% 123 +13,386 2.8% Q4 2025 Jan 12, 2026
Leslie Global Wealth, LLC History Added to 489,301 27,797 12.51% 10.85% 124 +71,341 17.07% Q4 2025 Feb 02, 2026
BIP Wealth, LLC History Reduced 486,989 27,665 0.98% 1.37% 125 -12,464 -2.5% Q4 2025 Jan 21, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 467,082 26,534 0.09% 0.1% 126 -7,334 -1.55% Q4 2025 Feb 06, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 465,712 26,457 4.3% 4.47% 127 -16,158 -3.35% Q4 2025 Jan 07, 2026
Marathon Mission, Inc. History Added to 463,013 26,303 15.21% 15.23% 128 +1,698 0.37% Q4 2025 Jan 05, 2026
POTENTIA WEALTH History Added to 455,161 25,857 9.48% 9.32% 129 +13,826 3.13% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 453,190 25,745 0.47% 0.89% 130 -359,504 -44.24% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 449,234 25,520 0.29% 0.19% 131 +245,073 120.04% Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History Added to 444,358 25,243 0.04% 0.04% 132 +16,831 3.94% Q4 2025 Feb 13, 2026
MBE Wealth Management, LLC History Added to 443,852 25,215 10.56% 10.21% 133 +17,195 4.03% Q4 2025 Jan 21, 2026
Western Wealth Management, LLC History Added to 442,600 25,144 1.16% 1.26% 134 +9,613 2.22% Q4 2025 Feb 05, 2026
VISIONARY HORIZONS, LLC History Reduced 442,024 25,111 12.99% 13.67% 135 -737 -0.17% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Added to 437,251 24,840 0.03% 0.03% 136 +21,229 5.1% Q4 2025 Feb 02, 2026
ABOUND FINANCIAL, LLC History Added to 436,580 24,802 9.6% 6.33% 137 +150,439 52.58% Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History Added to 434,810 24,701 0.87% 0.71% 138 +84,646 24.17% Q4 2025 Jan 15, 2026
Provenance Wealth Advisors, LLC History Added to 430,523 24,458 2.71% 0.04% 139 +425,312 8161.81% Q4 2025 Jan 26, 2026
Measured Wealth Private Client Group, LLC History Reduced 429,035 24,373 6.45% 7.91% 140 -101,220 -19.09% Q4 2025 Feb 10, 2026
Stonebrook Private Inc. History Added to 427,847 24,306 5.09% 1.09% 141 +336,689 369.35% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 422,108 23,979 0.04% 0.04% 142 -12,158 -2.8% Q4 2025 Feb 18, 2026
Ackerman Capital Advisors, LLC History Reduced 417,135 23,697 4.76% 6.45% 143 -140,116 -25.14% Q4 2025 Feb 11, 2026
First Heartland Consultants, Inc. History Added to 410,303 23,309 1.77% 1.62% 144 +47,589 13.12% Q4 2025 Jan 09, 2026
SilverOak Wealth Management LLC History Added to 408,444 23,203 3.64% 3.73% 145 +8,688 2.17% Q4 2025 Jan 28, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 407,450 23,147 11.49% 11.38% 146 +11,957 3.02% Q4 2025 Jan 22, 2026
Summit Financial, LLC History Added to 403,443 22,919 0.34% 0.31% 147 +40,798 11.25% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 402,648 22,874 0.41% 0.49% 148 +4,391 1.1% Q4 2025 Feb 06, 2026
ALESCO ADVISORS LLC History Added to 397,688 22,592 0.58% 0.59% 149 +6,898 1.77% Q4 2025 Jan 28, 2026
Wealth Advisors of Iowa, LLC History Added to 383,536 21,788 7.15% 7.2% 150 +1,581 0.41% Q4 2025 Feb 05, 2026
Foguth Wealth Management, LLC. History New 381,304 21,719 3.37% — 151 +381,304 New Q4 2025 Jan 05, 2026
TPG Financial Advisors, LLC History Added to 377,965 21,472 7.17% 6.77% 152 +49,373 15.03% Q4 2025 Feb 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 376,632 21,396 1.83% 1.49% 153 +190,973 102.86% Q4 2025 Feb 11, 2026
Cynosure Group, LLC History Reduced 370,675 21,058 2.14% 2.26% 154 -4,811 -1.28% Q4 2025 Feb 17, 2026
Destiny Capital Corp/CO History Added to 370,227 21,032 10.82% 10.78% 155 +12,685 3.55% Q4 2025 Jan 23, 2026
BCS Wealth Management History Added to 362,581 20,598 2.08% 2.2% 156 +185,860 105.17% Q4 2025 Jan 26, 2026
BlackRock, Inc. History Added to 362,001 20,565 0.0% 0.0% 157 +332,157 1112.98% Q4 2025 Feb 12, 2026
GRANVILLE CAPITAL, INC. History New 359,677 20,433 10.84% — 158 +359,677 New Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 358,783 20,382 0.29% 0.22% 159 +98,700 37.95% Q4 2025 Feb 09, 2026
Strategic Financial Partners, Ltd. History Added to 357,968 20,336 8.81% 8.75% 160 +12,447 3.6% Q4 2025 Feb 11, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 353,399 20,076 9.14% 9.12% 161 +7,717 2.23% Q4 2025 Jan 12, 2026
Stratos Wealth Partners, LTD. History Added to 352,016 19,998 0.23% 0.22% 162 +20,011 6.03% Q4 2025 Jan 20, 2026
ASSETMARK, INC History Added to 348,294 19,786 0.04% 0.02% 163 +168,967 94.22% Q4 2025 Jan 23, 2026
Goodman Advisory Group, LLC History New 343,596 19,519 4.8% — 164 +343,596 New Q4 2025 Feb 11, 2026
Windsor Capital Management, LLC History Reduced 343,394 19,508 5.38% 5.28% 165 -1,938 -0.56% Q4 2025 Jan 15, 2026
Freestate Advisors LLC History Reduced 341,503 19,400 15.77% 15.91% 166 -1,237 -0.36% Q4 2025 Jan 12, 2026
Navalign, LLC History Reduced 338,257 19,216 4.72% 4.98% 167 -3,059 -0.9% Q4 2025 Feb 05, 2026
Pure Financial Advisors, LLC History Reduced 337,137 19,152 3.48% 0.3% 168 -3,052 -0.9% Q4 2025 Mar 04, 2026
Hobart Private Capital, LLC History Added to 334,757 19,017 3.71% 2.73% 169 +99,382 42.22% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 333,689 18,956 0.65% 0.68% 170 -11,243 -3.26% Q4 2025 Jan 20, 2026
Sanctuary Advisors, LLC History Reduced 330,253 18,761 0.1% 0.14% 171 -159,469 -32.56% Q4 2025 Jan 29, 2026
CX Institutional History Added to 327,291 18,593 0.55% 0.54% 172 +6,547 2.04% Q4 2025 Feb 02, 2026
McAdam, LLC History Reduced 325,735 18,505 0.85% 0.9% 173 -3,782 -1.15% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Reduced 324,003 18,406 0.6% 0.65% 174 -12,092 -3.6% Q4 2025 Feb 03, 2026
Cardinal Strategic Wealth Guidance History Added to 322,466 18,319 4.79% 2.37% 175 +162,944 102.15% Q4 2025 Jan 27, 2026
IFG Advisory, LLC History Added to 313,783 17,825 0.78% 0.71% 176 +31,925 11.33% Q4 2025 Feb 10, 2026
Clear Creek Financial Management, LLC History Reduced 307,571 17,473 1.43% 1.67% 177 -40,434 -11.62% Q4 2025 Jan 23, 2026
CBM Financial, LLC History New 294,479 17,433 11.84% — 178 +294,479 New Q4 2025 Feb 19, 2026
Collier Financial History Added to 306,786 17,428 13.09% 8.9% 180 +92,842 43.4% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 306,778 17,428 0.22% 0.21% 179 +9,508 3.2% Q4 2025 Jan 29, 2026
1834 INVESTMENT ADVISORS CO History Reduced 301,112 17,106 2.15% 2.13% 181 -12,646 -4.03% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 297,500 16,900 0.05% 0.05% 182 +22,218 8.07% Q4 2025 Feb 02, 2026
Great Lakes Retirement, Inc. History Added to 297,237 16,886 1.76% 1.74% 183 +9,839 3.42% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 292,297 16,605 1.03% 1.11% 184 +13,879 4.98% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Reduced 288,514 16,390 0.19% 0.19% 185 -5,618 -1.91% Q4 2025 Jan 15, 2026
Tempo Wealth, LLC History New 278,551 15,824 2.82% — 186 +278,551 New Q4 2025 Feb 25, 2026
Probity Advisors, Inc. History Added to 278,079 15,797 2.53% 2.3% 187 +21,509 8.38% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 278,065 15,796 0.03% 0.03% 188 +18,366 7.07% Q4 2025 Mar 16, 2026
rebel Financial LLC History New 275,418 15,646 6.68% — 189 +275,418 New Q4 2025 Mar 27, 2026
PARK AVENUE SECURITIES LLC History Added to 272,889 15,503 0.13% 0.07% 190 +107,446 64.94% Q4 2025 Jan 05, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 271,841 15,443 3.81% 3.66% 191 +9,774 3.73% Q4 2025 Feb 09, 2026
NOVEM GROUP History Reduced 269,272 15,297 1.76% 1.76% 192 -1,630 -0.6% Q4 2025 Jan 27, 2026
Symphony Financial, Ltd. Co. History Added to 266,429 15,238 2.05% 1.73% 193 +7,905 3.06% Q4 2025 Feb 11, 2026
POWER WEALTH MANAGEMENT LLC History Added to 267,730 15,209 5.35% 5.29% 194 +5,085 1.94% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 267,201 15,179 0.02% 0.02% 195 +94,878 55.06% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 272,113 15,175 0.05% 0.04% 196 +49,597 22.29% Q4 2025 Feb 10, 2026
Sargent Investment Group, LLC History Added to 263,832 14,988 1.88% 2.07% 197 +1,741 0.66% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 261,889 14,877 2.51% — 198 +261,889 New Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 258,402 14,679 0.02% 0.02% 199 +60,993 30.9% Q4 2025 Feb 12, 2026
Legacy Financial Group LLC History Added to 247,196 14,631 1.81% 1.73% 200 +8,928 3.75% Q4 2025 Feb 05, 2026
Kestra Advisory Services, LLC History Added to 257,502 14,628 0.06% 0.06% 201 +15,440 6.38% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 253,717 14,413 0.18% 0.17% 202 +8,827 3.6% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Reduced 253,390 14,395 0.51% 0.54% 203 -1,061 -0.42% Q4 2025 Feb 04, 2026
Valtinson Bruner Financial Planning LLC History Reduced 248,514 14,118 4.06% 4.08% 204 -296 -0.12% Q4 2025 Feb 09, 2026
Cobblestone Asset Management LLC History Added to 243,084 13,809 6.2% 4.27% 205 +74,268 43.99% Q4 2025 Jan 15, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 231,049 13,410 12.44% — 206 +231,049 New Q4 2025 Feb 18, 2026
Millington Financial Advisors, LLC History Reduced 222,535 13,229 5.86% 6.59% 207 -25,786 -10.38% Q4 2025 Feb 09, 2026
Optimist Retirement Group LLC History Reduced 231,125 13,130 6.02% 5.79% 208 -239 -0.1% Q4 2025 Feb 09, 2026
Synergy Investment Management, LLC History Added to 228,207 12,964 4.59% 3.07% 209 +82,981 57.14% Q4 2025 Feb 06, 2026
GHP Investment Advisors, Inc. History Reduced 226,659 12,876 0.53% 0.53% 210 -1,671 -0.73% Q4 2025 Jan 27, 2026
Financial Council, LLC History Added to 226,226 12,851 5.13% 5.55% 211 +216 0.1% Q4 2025 Feb 05, 2026
Diligent Investors, LLC History Reduced 223,100 12,674 3.12% 3.25% 212 -8,948 -3.86% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 222,725 12,653 0.31% 0.35% 213 -19,976 -8.23% Q4 2025 Feb 09, 2026
Portside Wealth Group, LLC History Added to 221,921 12,607 1.7% 1.54% 214 +19,659 9.72% Q4 2025 Jan 21, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 221,811 12,601 3.86% 3.95% 215 +437 0.2% Q4 2025 Feb 12, 2026
Hofer & Associates. Inc History Added to 217,336 12,346 6.54% 6.67% 216 +6,841 3.25% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History Reduced 216,610 12,305 0.41% 0.43% 217 -7,690 -3.43% Q4 2025 Feb 06, 2026
Guardian Wealth Advisors, LLC History Added to 215,307 12,231 6.9% 6.43% 218 +10,140 4.94% Q4 2025 Feb 02, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 213,397 12,123 0.8% 0.8% 219 -3,863 -1.78% Q4 2025 Jan 27, 2026
GenWealth Group, Inc. History Added to 207,946 12,046 2.05% 2.06% 220 +7,557 3.77% Q4 2025 Jan 12, 2026
Merit Financial Group, LLC History Added to 209,363 11,893 0.1% 0.1% 221 +4,996 2.44% Q4 2025 Jan 26, 2026
New England Capital Financial Advisors LLC History Reduced 209,175 11,883 4.64% 4.95% 222 -1,250 -0.59% Q4 2025 Feb 02, 2026
POM Investment Strategies, LLC History Added to 208,314 11,834 6.08% 5.96% 223 +10,197 5.15% Q4 2025 Feb 17, 2026
Goldstone Financial Group, LLC History Reduced 205,551 11,677 1.3% 1.35% 224 -996 -0.48% Q4 2025 Feb 13, 2026
Private Wealth Group, LLC History Added to 198,515 11,277 5.41% 5.22% 225 +9,005 4.75% Q4 2025 Jan 12, 2026
HSBC HOLDINGS PLC History Added to 198,294 11,265 0.01% 0.0% 226 +41,670 26.61% Q4 2025 Mar 20, 2026
Buttonwood Financial Group, LLC History Added to 190,446 11,087 5.89% 2.49% 227 +86,786 83.72% Q4 2025 Jan 13, 2026
Gibbs Wealth Management History Reduced 188,904 10,997 2.66% 2.46% 228 -7,479 -3.81% Q4 2025 Jan 23, 2026
Collaborative Wealth Managment Inc. History Added to 192,230 10,920 3.85% 4.28% 229 +769 0.4% Q4 2025 Feb 09, 2026
Retirement Management Systems Inc. History New 190,573 10,826 2.77% — 230 +190,573 New Q4 2025 Feb 12, 2026
PECAUT & CO. History Added to 188,666 10,718 3.46% 3.28% 231 +4,036 2.19% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Added to 188,570 10,712 0.21% 0.2% 232 +14,282 8.19% Q4 2025 Jan 14, 2026
Oak Harvest Investment Services History Added to 187,985 10,679 1.16% 1.2% 233 +2,368 1.28% Q4 2025 Jan 27, 2026
Cresset Asset Management, LLC History Added to 187,824 10,670 0.04% 0.04% 234 +7,028 3.89% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History New 183,062 10,399 0.06% — 235 +183,062 New Q4 2025 Feb 17, 2026
FORONJY FINANCIAL LLC History Added to 180,359 10,246 4.28% 3.8% 236 +23,400 14.91% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 179,953 10,223 0.18% 0.22% 237 -11,928 -6.22% Q4 2025 Feb 19, 2026
M&T BANK CORP History Added to 179,259 10,183 0.03% 0.03% 238 +5,192 2.98% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 178,933 10,165 0.11% 0.15% 239 +2,696 1.53% Q4 2025 Jan 23, 2026
Financial Gravity Asset Management, Inc. History Added to 176,158 10,007 1.93% 1.82% 240 +10,123 6.1% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 172,323 9,789 0.05% 0.03% 241 +86,054 99.75% Q4 2025 Feb 17, 2026
Parkway Wealth Management Group, LLC History New 172,034 9,773 1.31% — 242 +172,034 New Q4 2025 Feb 10, 2026
Northwest Wealth Advisors, LLC History New 170,052 9,660 7.52% — 243 +170,052 New Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 169,584 9,634 0.05% 0.06% 244 -12,551 -6.89% Q4 2025 Feb 10, 2026
Aureum Wealth Management, LLC History New 167,759 9,530 8.84% — 245 +167,759 New Q4 2025 Jan 28, 2026
Auour Investments LLC History Reduced 164,505 9,345 2.97% 3.05% 246 -4,974 -2.93% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 163,738 9,301 0.0% 0.0% 247 +32,417 24.69% Q4 2025 Feb 17, 2026
STEVENS CAPITAL PARTNERS History Added to 163,334 9,278 2.43% 2.04% 248 +39,720 32.13% Q4 2025 Jan 27, 2026
Laurel Wealth Planning LLC History Added to 163,295 9,276 5.14% 4.65% 249 +4,382 2.76% Q4 2025 Jan 23, 2026
NewSquare Capital LLC History Reduced 163,266 9,275 0.82% 0.86% 250 -66,745 -29.02% Q4 2025 Feb 17, 2026
Olde Wealth Management, LLC History Added to 160,999 9,146 2.81% 2.7% 251 +5,074 3.25% Q4 2025 Feb 12, 2026
LYNCH & ASSOCIATES/IN History Added to 157,406 8,942 1.69% 1.66% 252 +2,485 1.6% Q4 2025 Jan 07, 2026
SOA Wealth Advisors, LLC. History Reduced 157,159 8,928 1.51% 1.64% 253 -15,982 -9.23% Q4 2025 Jan 20, 2026
Quent Capital, LLC History Reduced 154,954 8,802 0.64% 0.72% 254 -518 -0.33% Q4 2025 Jan 29, 2026
Bensler, LLC History Added to 153,090 8,697 0.87% 0.8% 255 +13,942 10.02% Q4 2025 Feb 04, 2026
Independent Wealth Network Inc. History Added to 152,032 8,636 2.64% 2.62% 256 +4,492 3.04% Q4 2025 Jan 26, 2026
PAX Financial Group, LLC History Added to 151,669 8,616 1.49% 1.49% 257 +2,446 1.64% Q4 2025 Feb 05, 2026
Key FInancial Inc History Reduced 148,764 8,451 1.54% 1.56% 258 -3,385 -2.22% Q4 2025 Feb 09, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 147,719 8,391 2.47% 2.53% 259 +1,025 0.7% Q4 2025 Jan 21, 2026
MEMBERS WEALTH LLC History Added to 143,793 8,363 5.24% 2.95% 260 +59,773 71.14% Q4 2025 Jan 28, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 146,640 8,330 0.53% 0.57% 261 -5,262 -3.46% Q4 2025 Jan 20, 2026
Centennial Wealth Advisory LLC History Added to 145,552 8,268 2.19% 2.09% 262 +9,993 7.37% Q4 2025 Jan 14, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 145,471 8,264 2.93% 2.9% 263 +3,301 2.32% Q4 2025 Feb 13, 2026
Uptown Financial Advisors LLC History Reduced 145,397 8,260 5.92% 6.68% 264 -1,061 -0.72% Q4 2025 Jan 23, 2026
Partnership Wealth Management, LLC History Added to 143,922 8,176 5.88% 5.95% 265 +4,380 3.14% Q4 2025 Jan 09, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 143,463 8,150 2.68% 2.81% 266 -8,232 -5.43% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 142,015 8,067 0.15% 0.23% 267 -58,138 -29.05% Q4 2025 Feb 03, 2026
Stone Summit Wealth LLC History Added to 140,513 7,982 2.16% 2.15% 268 +3,697 2.7% Q4 2025 Jan 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 139,462 7,922 3.95% 4.09% 269 -8,613 -5.82% Q4 2025 Jan 30, 2026
Ignite Planners, LLC History Added to 135,721 7,894 1.21% 1.2% 270 +3,346 2.53% Q4 2025 Feb 06, 2026
MOTIVE WEALTH ADVISORS History Reduced 136,195 7,737 3.3% 3.29% 271 -1,757 -1.27% Q4 2025 Jan 15, 2026
Cannon Wealth Management Services, LLC History Added to 135,476 7,696 5.43% 5.62% 272 +1,224 0.91% Q4 2025 Jan 27, 2026
Braun-Bostich & Associates Inc. History Added to 135,205 7,680 4.74% 3.52% 273 +34,153 33.8% Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History Added to 135,085 7,674 0.25% 0.06% 274 +113,103 514.53% Q4 2025 Jan 20, 2026
Arete Wealth Advisors, LLC History Added to 134,316 7,630 0.46% 0.45% 275 +3,246 2.48% Q4 2025 Feb 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 134,291 7,629 0.83% 0.84% 276 +3,221 2.46% Q4 2025 Jan 26, 2026
Snider Financial Group History Added to 133,970 7,610 2.03% 1.95% 277 +4,730 3.66% Q4 2025 Jan 21, 2026
Gateway Wealth Partners, LLC History Added to 133,235 7,569 0.84% 0.87% 278 +16,285 13.92% Q4 2025 Feb 11, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Reduced 128,743 7,313 5.98% 6.01% 279 -151 -0.12% Q4 2025 Feb 03, 2026
AA Financial Advisors, LLC History Reduced 124,798 7,089 1.31% 1.45% 280 -8,810 -6.59% Q4 2025 Jan 14, 2026
Trilogy Capital Inc. History Added to 124,341 7,063 0.32% 0.31% 281 +4,649 3.88% Q4 2025 Jan 22, 2026
Hunting Hill Global Capital, LLC History Reduced 124,121 7,051 4.85% 2.69% 282 -50,464 -28.91% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 123,997 7,044 0.15% 0.15% 283 +1,162 0.95% Q4 2025 Feb 02, 2026
Sharkey, Howes & Javer History Added to 122,182 6,941 0.88% 0.57% 284 +42,262 52.88% Q4 2025 Jan 13, 2026
Modera Wealth Management, LLC History Reduced 122,114 6,937 0.08% 0.08% 285 -1,840 -1.48% Q4 2025 Jan 21, 2026
City Center Advisors, LLC History Added to 121,351 6,893 6.34% 5.92% 286 +11,305 10.27% Q4 2025 Jan 05, 2026
Spire Wealth Management History Added to 119,806 6,806 0.23% 0.21% 287 +6,202 5.46% Q4 2025 Jan 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 117,471 6,673 0.08% 0.08% 288 -4,170 -3.43% Q4 2025 Feb 11, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 117,348 6,666 2.92% 2.88% 289 +1,949 1.69% Q4 2025 Feb 05, 2026
TUDOR INVESTMENT CORP ET AL History Added to 116,336 6,609 0.01% 4.71% 290 +97,995 534.29% Q4 2025 Feb 17, 2026
WRAPMANAGER INC History Reduced 115,174 6,543 2.21% 2.42% 291 -26,847 -18.9% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 113,846 6,467 0.01% 0.0% 292 +113,662 61772.83% Q4 2025 Feb 17, 2026
Eaton Financial Holdings Company, LLC History Added to 112,479 6,389 1.72% 1.75% 293 +1 0.0% Q4 2025 Feb 09, 2026
TAGStone Capital, Inc. History Added to 111,889 6,356 2.37% 2.41% 294 +2,017 1.84% Q4 2025 Feb 10, 2026
Intergy Private Wealth, LLC History Reduced 110,144 6,257 1.89% 2.05% 295 -8,223 -6.95% Q4 2025 Jan 22, 2026
Bank of New York Mellon Corp History Reduced 109,689 6,231 0.0% 0.0% 296 -246,895 -69.24% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Added to 109,544 6,223 0.48% 0.47% 297 +2,820 2.64% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 109,113 6,198 0.08% 0.09% 298 +1,411 1.31% Q4 2025 Feb 10, 2026
Vision Capital Management, Inc. History New 108,840 6,183 0.75% — 299 +108,840 New Q4 2025 Jan 27, 2026
Occidental Asset Management, LLC History Reduced 108,031 6,137 0.74% 0.77% 300 -3,032 -2.73% Q4 2025 Jan 08, 2026
HARBOUR INVESTMENTS, INC. History Added to 106,423 6,045 0.12% 0.13% 301 +2,639 2.54% Q4 2025 Feb 09, 2026
IAG Wealth Partners, LLC History Reduced 104,639 5,944 0.69% 0.72% 302 -3,045 -2.83% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 104,545 5,939 0.02% 0.02% 303 -21,710 -17.2% Q4 2025 Feb 10, 2026
TrueWealth Advisors, LLC History New 104,235 5,921 1.53% — 304 +104,235 New Q4 2025 Jan 07, 2026
CURTIS WEALTH MANAGEMENT LLC History New 101,077 5,878 5.12% — 305 +101,077 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 103,079 5,855 0.03% 0.03% 306 +8 0.01% Q4 2025 Feb 11, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 100,524 5,710 1.67% — 307 +100,524 New Q4 2025 Feb 13, 2026
Sterling Group Wealth Management, LLC History Reduced 99,991 5,680 2.75% 2.76% 308 -598 -0.59% Q4 2025 Jan 27, 2026
TME FINANCIAL, INC. History Reduced 98,554 5,598 3.93% 6.44% 309 -56,872 -36.59% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Added to 98,389 5,589 0.2% 0.21% 310 +57 0.06% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 98,389 5,589 0.83% 0.86% 311 +57 0.06% Q4 2025 Jan 27, 2026
Koshinski Asset Management, Inc. History Reduced 98,323 5,585 0.36% 0.42% 312 -13,957 -12.43% Q4 2025 Feb 03, 2026
SHARPEPOINT LLC History Added to 97,766 5,554 3.33% 4.67% 313 +4,079 4.35% Q4 2025 Feb 11, 2026
PACIFIC FINANCIAL GROUP INC History Added to 97,714 5,551 3.09% 3.5% 314 +12,407 14.54% Q4 2025 Feb 17, 2026
Broussard Financial Group LLC History New 96,085 5,458 4.43% — 315 +96,085 New Q4 2025 Feb 02, 2026
Asset Allocation Strategies LLC History Added to 95,763 5,440 1.01% 0.99% 316 +4,972 5.48% Q4 2025 Feb 13, 2026
Horizon Family Wealth, Inc. History Reduced 95,726 5,438 2.9% 3.13% 317 -2,719 -2.76% Q4 2025 Feb 09, 2026
Phoenix Wealth Advisors History Added to 94,764 5,383 2.07% 1.99% 318 +956 1.02% Q4 2025 Jan 22, 2026
Asset Management Group, Inc. History Added to 94,717 5,380 0.87% 0.85% 319 +579 0.62% Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Added to 93,431 5,375 0.48% 0.45% 320 +4,369 4.91% Q4 2025 Jan 28, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 93,105 5,289 1.48% 1.19% 321 +16,957 22.27% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Added to 100,044 5,286 0.13% 0.1% 322 +6,799 7.29% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 91,653 5,242 0.35% 1.41% 323 -247,530 -72.98% Q4 2025 Jan 15, 2026
Inspire Advisors, LLC History Added to 92,098 5,232 0.48% 0.44% 324 +8,778 10.54% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Reduced 91,140 5,177 0.45% 0.49% 325 -6,949 -7.08% Q4 2025 Jan 26, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 91,083 5,174 1.44% 1.36% 326 +5,942 6.98% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 89,702 5,095 0.07% 0.0% 327 +84,887 1762.97% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Added to 89,552 5,087 0.54% 0.51% 328 +6,103 7.31% Q4 2025 Feb 13, 2026
Macco Financial Group, Inc. History New 89,048 5,058 4.35% — 329 +89,048 New Q4 2025 Feb 24, 2026
Clarus Wealth Advisors History Added to 86,300 5,008 2.08% 2.12% 330 +335 0.39% Q4 2025 Jan 14, 2026
Cooper Financial Group History Reduced 86,376 4,907 0.52% 0.64% 331 -17,867 -17.14% Q4 2025 Jan 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 86,359 4,906 0.03% 0.04% 332 -6,355 -6.85% Q4 2025 Feb 17, 2026
Inman Jager Wealth Management, LLC History Added to 86,079 4,890 2.99% 2.75% 333 +8,320 10.7% Q4 2025 Jan 26, 2026
CEERA INVESTMENTS, LLC History Reduced 85,360 4,849 1.87% 1.6% 334 -7,079 -7.66% Q4 2025 Feb 09, 2026
DecisionMap Wealth Management, LLC History Reduced 84,606 4,806 2.96% 3.66% 335 -18,455 -17.91% Q4 2025 Jan 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 84,386 4,793 0.06% 0.06% 336 -286 -0.34% Q4 2025 Jan 30, 2026
Advisor OS, LLC History Added to 84,338 4,791 0.39% 0.11% 337 +60,548 254.51% Q4 2025 Feb 04, 2026
Northern Capital Management, Inc. History Added to 84,118 4,778 2.52% 1.96% 338 +18,881 28.94% Q4 2025 Feb 03, 2026
Waterloo Capital, L.P. History Added to 83,452 4,740 0.34% 0.34% 339 +1,607 1.96% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 83,404 4,738 0.11% 0.1% 340 +7,110 9.32% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Added to 79,936 4,541 2.56% 2.49% 341 +8,465 11.84% Q4 2025 Feb 03, 2026
Clear Retirement Advice LLC History New 77,367 4,536 3.53% — 342 +77,367 New Q4 2025 Feb 24, 2026
United Advisor Group, LLC History Added to 78,311 4,448 0.55% 0.56% 343 +3,069 4.08% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 77,901 4,425 0.02% — 344 +77,901 New Q4 2025 Feb 18, 2026
PALLADIEM, LLC History New 77,300 4,420 4.19% — 345 +77,300 New Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Added to 77,051 4,377 0.38% 0.36% 346 +3,480 4.73% Q4 2025 Jan 26, 2026
Freestone Capital Holdings, LLC History Added to 77,025 4,375 0.13% 0.1% 347 +15,497 25.19% Q4 2025 Jan 23, 2026
WCG Wealth Advisors LLC History Added to 76,347 4,337 0.12% 0.18% 348 +23,193 43.63% Q4 2025 Feb 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 75,344 4,280 1.32% 1.32% 349 +1,112 1.5% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 75,216 4,273 0.01% 0.01% 350 +2,410 3.31% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 75,074 4,264 0.06% 0.02% 351 +51,969 224.93% Q4 2025 Feb 17, 2026
Benchmark Financial, LLC History New 74,552 4,235 4.22% — 352 +74,552 New Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Reduced 74,481 4,231 0.03% 0.03% 353 -4,314 -5.47% Q4 2025 Feb 12, 2026
American Money Management, LLC History Added to 74,332 4,222 0.66% 0.67% 354 +1,376 1.89% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 73,744 4,189 0.15% 0.18% 355 +4,156 5.97% Q4 2025 Feb 09, 2026
Topel & Distasi Wealth Management, LLC History No change 71,279 4,049 1.98% 1.95% 356 0 0.0% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 71,235 4,046 1.09% 1.57% 357 +3,329 4.9% Q4 2025 Feb 09, 2026
TritonPoint Partners, LLC History New 71,158 4,042 2.16% — 358 +71,158 New Q4 2025 Feb 13, 2026
Red Tortoise LLC History Added to 70,657 4,014 1.7% 1.69% 359 +273 0.39% Q4 2025 Jan 22, 2026
Copia Wealth Management History Reduced 70,571 4,009 2.86% 3.05% 360 -3,577 -4.82% Q4 2025 Feb 06, 2026
WealthTrak Capital Management LLC History Added to 70,049 3,979 2.85% 1.93% 361 +27,626 65.12% Q4 2025 Feb 10, 2026
Partners in Financial Planning History Reduced 69,965 3,974 0.67% 0.75% 362 -8,185 -10.47% Q4 2025 Feb 02, 2026
Capital Analysts, LLC History Reduced 69,912 3,971 0.12% 0.12% 363 -1,979 -2.75% Q4 2025 Feb 11, 2026
MidAtlantic Capital Management, Inc. History No change 68,429 3,887 2.49% 2.58% 364 0 0.0% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Added to 67,458 3,832 0.17% 0.17% 365 +7 0.01% Q4 2025 Feb 13, 2026
Freedom Investment Management, Inc. History Added to 67,028 3,807 1.11% 0.94% 366 +2,521 3.91% Q4 2025 Feb 06, 2026
Cornerstone Wealth Management, LLC History Added to 64,535 3,666 0.19% 0.19% 367 +1,122 1.77% Q4 2025 Feb 05, 2026
WEALTHGARDEN F.S. LLC History Added to 62,870 3,656 2.41% 1.93% 368 +14,426 29.78% Q4 2025 Feb 11, 2026
JDM Financial Group LLC History Reduced 64,329 3,654 1.42% 1.5% 369 -421 -0.65% Q4 2025 Feb 02, 2026
Prime Capital Investment Advisors, LLC History Reduced 63,986 3,635 0.04% 0.05% 370 -881 -1.36% Q4 2025 Jan 21, 2026
Ameritas Advisory Services, LLC History Reduced 63,766 3,622 0.14% 0.26% 371 -7,847 -10.96% Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Reduced 63,248 3,593 0.0% 0.0% 372 -4,031 -5.99% Q4 2025 Jan 30, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 62,554 3,553 0.2% 0.19% 373 +7,463 13.55% Q4 2025 Feb 04, 2026
Glen Eagle Advisors, LLC History Reduced 62,120 3,529 0.48% 0.51% 374 -4,148 -6.26% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 61,827 3,512 0.07% 0.06% 375 +31,445 103.5% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 61,639 3,501 0.06% 0.07% 376 -2,935 -4.55% Q4 2025 Jan 16, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 61,303 3,482 0.83% 0.8% 377 +2,858 4.89% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 61,114 3,472 0.06% 0.06% 378 +1,137 1.9% Q4 2025 Feb 09, 2026
Shum Financial Group, Inc. History Added to 61,049 3,468 2.5% 2.33% 379 +4,673 8.29% Q4 2025 Jan 15, 2026
BURNEY CO/ History Reduced 60,301 3,425 0.11% 0.11% 380 -4,098 -6.36% Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Added to 58,857 3,409 0.08% 0.07% 381 +14,575 32.91% Q4 2025 Jan 28, 2026
Keener Financial Planning LLC History Reduced 60,010 3,409 1.47% 1.63% 382 -3,435 -5.41% Q4 2025 Jan 23, 2026
Kera Capital Partners, Inc. History Added to 58,041 3,376 0.42% 0.44% 384 +5,588 10.65% Q4 2025 Feb 23, 2026
COMERICA BANK History Reduced 59,441 3,376 0.01% 0.01% 383 -2,952 -4.73% Q4 2025 Jan 29, 2026
American Investment Services, Inc. History Reduced 59,253 3,366 0.78% 0.81% 385 -1,512 -2.49% Q4 2025 Feb 13, 2026
Cornerstone Wealth Group, LLC History Added to 58,835 3,342 0.23% 0.13% 386 +23,282 65.49% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 58,315 3,312 0.02% 0.03% 387 +154 0.26% Q4 2025 Feb 18, 2026
Tranquilli Financial Advisor LLC History Reduced 57,293 3,254 1.89% 1.89% 388 -417 -0.72% Q4 2025 Jan 27, 2026
Quantinno Capital Management LP History Added to 57,090 3,243 0.01% 0.0% 389 +24,483 75.09% Q4 2025 Feb 17, 2026
CORDA Investment Management, LLC. History Added to 56,955 3,235 0.24% 0.21% 390 +3,712 6.97% Q4 2025 Feb 03, 2026
Simplicity Wealth,LLC History Added to 56,941 3,234 0.19% 0.17% 391 +3,528 6.61% Q4 2025 Jan 30, 2026
Friday Financial History Added to 56,350 3,201 1.13% 1.22% 392 +3,692 7.01% Q4 2025 Jan 09, 2026
Wagner Wealth Management, Corp History New 56,101 3,187 3.14% — 393 +56,101 New Q4 2025 Feb 12, 2026
Sovran Advisors, LLC History Reduced 54,429 3,174 0.27% 0.27% 394 -318 -0.58% Q4 2025 Jan 20, 2026
Prism Advisors, Inc. History Reduced 55,211 3,136 0.84% 0.83% 395 -156 -0.28% Q4 2025 Jan 23, 2026
Vertex Planning Partners, LLC History Added to 54,965 3,122 0.73% 0.58% 396 +64 0.12% Q4 2025 Feb 17, 2026
Opal Wealth Advisors, LLC History Reduced 54,468 3,094 0.81% 0.84% 397 -156 -0.29% Q4 2025 Jan 26, 2026
Keystone Financial Group History Reduced 54,460 3,093 0.23% 0.25% 398 -3,509 -6.05% Q4 2025 Feb 06, 2026
Raab & Moskowitz Asset Management LLC History Reduced 54,398 3,090 0.68% 0.67% 399 -100 -0.18% Q4 2025 Jan 20, 2026
Global Financial Private Client, LLC History Added to 53,715 3,051 1.07% 1.06% 400 +74 0.14% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Added to 53,594 3,044 0.02% 0.0% 401 +48,027 862.71% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 53,492 3,038 0.02% 0.02% 402 -873 -1.61% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 53,379 3,032 0.07% 0.06% 403 +12,170 29.53% Q4 2025 Feb 04, 2026
Yukon Wealth Management, Inc. History Reduced 50,689 3,000 1.73% 0.93% 404 -314 -0.62% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 52,607 2,988 0.1% 0.06% 405 +19,073 56.88% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 52,147 2,963 0.0% 0.01% 406 -14,088 -21.27% Q4 2025 Feb 10, 2026
Cordatus Wealth Management LLC History Added to 52,166 2,963 0.69% 0.67% 407 +1,097 2.15% Q4 2025 Jan 26, 2026
Brady Martz Wealth Solutions, LLC History Reduced 52,012 2,954 0.52% 0.59% 408 -7,164 -12.11% Q4 2025 Jan 15, 2026
Axis Wealth Partners, LLC History Added to 51,996 2,953 1.63% 1.65% 409 +1,121 2.2% Q4 2025 Jan 30, 2026
SVB WEALTH LLC History Reduced 50,530 2,870 0.17% 0.18% 410 -11,121 -18.04% Q4 2025 Feb 04, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 50,436 2,865 0.45% 0.34% 411 +16,468 48.48% Q4 2025 Feb 03, 2026
Francis Financial, Inc. History New 50,215 2,852 0.56% — 412 +50,215 New Q4 2025 Feb 11, 2026
Demars Financial Group, LLC History Reduced 50,061 2,843 0.95% 0.97% 413 -412 -0.82% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Reduced 49,996 2,840 0.03% 0.04% 414 -5,676 -10.2% Q4 2025 Feb 05, 2026
Breakwater Capital Group History Reduced 49,592 2,817 0.39% 0.41% 415 -972 -1.92% Q4 2025 Jan 09, 2026
VANCE WEALTH, LLC History Reduced 49,143 2,791 0.83% 0.87% 416 -1,725 -3.39% Q4 2025 Feb 17, 2026
SECURED RETIREMENT ADVISORS, LLC History Reduced 48,322 2,745 1.53% 1.64% 417 -4,663 -8.8% Q4 2025 Jan 30, 2026
NORDEN GROUP LLC History Reduced 47,754 2,712 0.27% 0.27% 418 -410 -0.85% Q4 2025 Jan 13, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 47,549 2,701 1.47% 1.49% 419 0 0.0% Q4 2025 Feb 02, 2026
1ST SOURCE BANK History Reduced 47,350 2,689 0.14% 0.14% 420 -764 -1.59% Q4 2025 Feb 05, 2026
Breachway Investments LLC History New 47,209 2,681 2.83% — 421 +47,209 New Q4 2025 Jan 27, 2026
Total Clarity Wealth Management, Inc. History Added to 47,179 2,680 0.65% 0.6% 422 +6,217 15.18% Q4 2025 Feb 02, 2026
ArborFi Advisors, LLC History Added to 46,343 2,632 2.14% 1.96% 424 +2,834 6.51% Q4 2025 Jan 29, 2026
Ensign Peak Advisors, Inc History No change 46,335 2,632 0.0% 0.0% 423 0 0.0% Q4 2025 Feb 12, 2026
Jacksonville Wealth Management, LLC History Added to 46,147 2,621 1.86% 1.62% 425 +6,185 15.48% Q4 2025 Feb 04, 2026
INNEALTA CAPITAL, LLC History No change 44,799 2,545 1.38% 1.24% 426 0 0.0% Q4 2025 Jan 30, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 44,665 2,537 0.05% 0.05% 427 -3,648 -7.55% Q4 2025 Jan 16, 2026
PSI Advisors, LLC History Reduced 44,641 2,536 0.64% 0.78% 428 -10,073 -18.41% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 44,153 2,508 0.06% 0.06% 429 +5,626 14.6% Q4 2025 Feb 06, 2026
Slagle Financial, LLC History Added to 43,844 2,490 0.87% 0.87% 430 +1,190 2.79% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Added to 43,727 2,484 0.02% 0.01% 431 +1,151 2.7% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Added to 43,449 2,468 0.47% 0.43% 432 +1,842 4.43% Q4 2025 Feb 12, 2026
Sunesis Advisors, LLC History No change 43,133 2,450 1.11% 1.11% 433 0 0.0% Q4 2025 Feb 02, 2026
U.S. Capital Wealth Advisors, LLC History Added to 43,080 2,447 0.06% 0.06% 434 +3,019 7.54% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 42,969 2,441 0.0% 0.0% 435 -8,180 -15.99% Q4 2025 Feb 13, 2026
Stratos Investment Management, LLC History Reduced 42,979 2,441 0.1% 0.1% 436 -1,373 -3.1% Q4 2025 Jan 20, 2026
Certified Advisory Corp History Added to 42,929 2,438 0.22% 0.23% 437 +35 0.08% Q4 2025 Jan 12, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 42,796 2,431 0.41% 0.41% 438 -537 -1.24% Q4 2025 Jan 27, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 42,668 2,423 0.69% 0.74% 439 -974 -2.23% Q4 2025 Feb 10, 2026
CAP Partners, LLC History Added to 42,606 2,420 1.37% 1.26% 440 +2,388 5.94% Q4 2025 Feb 04, 2026
Wrenne Financial Planning LLC History Reduced 42,549 2,417 0.98% 1.04% 441 -1,523 -3.46% Q4 2025 Feb 10, 2026
Foundation Wealth Management, LLC\PA History Reduced 42,471 2,412 0.88% 0.92% 443 -379 -0.88% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 42,458 2,412 0.04% 0.05% 442 -25 -0.06% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Added to 42,368 2,406 0.07% 0.07% 444 +279 0.66% Q4 2025 Feb 10, 2026
JT Stratford LLC History Reduced 42,187 2,396 0.31% 0.36% 445 -6,369 -13.12% Q4 2025 Feb 12, 2026
Kensington Asset Management, LLC History Reduced 41,880 2,395 0.12% 0.17% 446 -9,995 -19.27% Q4 2025 Feb 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 42,577 2,392 0.65% 0.64% 447 +4,860 12.89% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 41,793 2,374 0.01% 0.02% 448 -5,339 -11.33% Q4 2025 Feb 03, 2026
FF Advisors,LLC History No change 41,172 2,338 1.04% 1.09% 449 0 0.0% Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 40,610 2,307 0.37% 0.39% 450 +221 0.55% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 40,327 2,290 0.12% 0.12% 451 +573 1.44% Q4 2025 Mar 04, 2026
Advyzon Investment Management, LLC History Added to 39,736 2,257 0.26% 0.3% 452 +8,477 27.12% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Reduced 39,542 2,246 0.12% 0.12% 453 -381 -0.95% Q4 2025 Jan 20, 2026
FineMark National Bank & Trust History Added to 39,221 2,228 0.07% 0.02% 454 +26,566 209.92% Q4 2025 Feb 12, 2026
Wealth Advisors Northwest LLC History Reduced 38,374 2,180 0.97% 1.09% 455 -2,300 -5.65% Q4 2025 Jan 16, 2026
TOWNSQUARE CAPITAL LLC History Reduced 37,781 2,146 0.48% 1.54% 456 -146,337 -79.48% Q4 2025 Feb 11, 2026
Idaho Trust Co History Reduced 37,724 2,143 0.71% 0.81% 457 -5,665 -13.06% Q4 2025 Feb 05, 2026
Valpey Financial Services, LLC History Added to 37,552 2,133 1.36% 1.29% 458 +1,788 5.0% Q4 2025 Mar 04, 2026
Ausdal Financial Partners, Inc. History Added to 37,199 2,113 0.1% 0.09% 459 +2,914 8.5% Q4 2025 Feb 13, 2026
LEE DANNER & BASS INC History Reduced 36,956 2,099 0.15% 0.16% 460 -3,150 -7.85% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Added to 36,589 2,078 0.16% 0.15% 461 +1,736 4.98% Q4 2025 Jan 29, 2026
Onyx Bridge Wealth Group LLC History Reduced 36,544 2,076 0.22% 0.24% 462 -2,976 -7.53% Q4 2025 Feb 18, 2026
Seaside Wealth Management, Inc. History Reduced 36,398 2,067 0.59% 0.62% 463 -1,355 -3.59% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 36,351 2,065 0.1% 0.2% 465 -51,764 -58.75% Q4 2025 Jan 27, 2026
Gotham Asset Management, LLC History Added to 36,353 2,065 0.01% 0.01% 464 +579 1.62% Q4 2025 Feb 17, 2026
Smith Partners Wealth Management, LLC History New 36,291 2,061 1.9% — 466 +36,291 New Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Reduced 36,245 2,059 0.04% 0.05% 467 -728 -1.97% Q4 2025 Feb 13, 2026
Affinity Capital Advisors, LLC History Reduced 36,175 2,055 0.28% 0.31% 468 -185 -0.51% Q4 2025 Jan 09, 2026
Milestones Private Investment Advisors LLC History Reduced 35,625 2,023 1.39% 1.46% 469 -2,952 -7.65% Q4 2025 Jan 26, 2026
Financial Network Wealth Advisors LLC History Added to 35,595 2,022 2.11% 2.06% 470 +1,584 4.66% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 35,096 1,993 0.0% 0.0% 471 +24,296 224.96% Q4 2025 Feb 12, 2026
Apella Capital, LLC History Added to 34,709 1,971 0.04% 0.04% 472 +504 1.47% Q4 2025 Jan 21, 2026
GTS SECURITIES LLC History Added to 34,374 1,952 0.07% 0.06% 473 +7,300 26.96% Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History Reduced 34,198 1,942 0.26% 0.27% 474 -425 -1.23% Q4 2025 Jan 30, 2026
Tradewinds Capital Management, LLC History Added to 34,120 1,938 0.41% 0.42% 475 +76 0.22% Q4 2025 Jan 14, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 33,992 1,931 0.42% 0.54% 476 -7,745 -18.56% Q4 2025 Feb 02, 2026
Weitzel Financial Services, Inc. History Reduced 33,643 1,916 0.74% 0.76% 477 -426 -1.25% Q4 2025 Feb 03, 2026
River Street Advisors LLC History Added to 33,619 1,909 0.72% 0.7% 478 +822 2.51% Q4 2025 Jan 26, 2026
Balefire, LLC History Added to 33,141 1,882 0.37% 0.24% 479 +11,564 53.59% Q4 2025 Jan 12, 2026
Relyea Zuckerberg Hanson LLC History No change 33,119 1,881 0.19% 0.19% 480 0 0.0% Q4 2025 Jan 20, 2026
Summit Investment Advisory Services, LLC History Reduced 32,840 1,865 0.7% 0.73% 481 -146 -0.44% Q4 2025 Feb 04, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 32,697 1,857 0.14% 0.11% 482 +3,289 11.18% Q4 2025 Jan 23, 2026
MKT Advisors LLC History Added to 32,194 1,852 0.63% 0.52% 483 +6,969 27.63% Q4 2025 Jan 08, 2026
Altman Advisors, Inc. History Added to 142,176 1,850 0.7% 0.69% 484 +3,512 2.53% Q4 2025 Feb 04, 2026
E&G Advisors, LP History Reduced 32,156 1,826 0.41% 0.42% 485 -111 -0.34% Q4 2025 Jan 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 32,003 1,818 0.0% 0.0% 486 +3 0.01% Q4 2025 Feb 10, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 31,644 1,797 0.21% 0.21% 487 +1,100 3.6% Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Reduced 31,616 1,796 0.23% 0.23% 488 -27 -0.09% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 31,039 1,763 0.0% 0.0% 489 -64,561 -67.53% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Reduced 31,018 1,762 0.0% 0.0% 490 -5,020 -13.93% Q4 2025 Feb 17, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 30,918 1,756 1.47% — 491 +30,918 New Q4 2025 Feb 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 30,493 1,732 0.13% 0.13% 492 0 0.0% Q4 2025 Feb 09, 2026
Redhawk Wealth Advisors, Inc. History Added to 30,363 1,724 0.19% 0.14% 493 +8,924 41.63% Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 30,198 1,715 0.0% 0.0% 494 +45 0.15% Q4 2025 Feb 06, 2026
MidFirst Bank History New 29,920 1,699 0.14% — 495 +29,920 New Q4 2025 Feb 25, 2026
BLAIR WILLIAM & CO/IL History Added to 29,761 1,690 0.0% 0.0% 496 +7,549 33.99% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 29,754 1,690 0.01% 0.01% 497 +5,399 22.17% Q4 2025 Feb 13, 2026
Thayer Financial, L.L.C. History New 29,686 1,686 1.78% — 498 +29,686 New Q4 2025 Jan 12, 2026
Smartleaf Asset Management LLC History Reduced 29,427 1,683 0.06% 0.13% 499 -9,078 -23.58% Q4 2025 Feb 13, 2026
Wells Financial Advisors INC History Reduced 29,055 1,650 3.14% 3.1% 500 -12,790 -30.57% Q4 2025 Feb 02, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Added to 28,836 1,638 0.58% 0.52% 501 +6 0.02% Q4 2025 Jan 30, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 28,745 1,632 0.68% 0.64% 502 +1,503 5.52% Q4 2025 Feb 13, 2026
Redwood Financial Network Corp History Reduced 28,648 1,627 1.04% 1.04% 503 -953 -3.22% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History Reduced 28,580 1,623 0.02% 0.02% 504 -179 -0.62% Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 28,411 1,614 0.22% — 505 +28,411 New Q4 2025 Jan 23, 2026
SteelPeak Wealth, LLC History Reduced 28,317 1,608 0.05% 0.06% 506 -2,012 -6.63% Q4 2025 Jan 20, 2026
CITADEL ADVISORS LLC History Reduced 27,908 1,585 0.0% 0.0% 507 -95,424 -77.37% Q4 2025 Feb 17, 2026
Bridgewealth Advisory Group, LLC History Added to 27,805 1,579 0.35% 0.34% 508 +1,574 6.0% Q4 2025 Feb 04, 2026
WealthShield Partners, LLC History Reduced 27,763 1,577 0.17% 0.19% 509 -2,570 -8.47% Q4 2025 Feb 03, 2026
Fourth Dimension Wealth, LLC History Added to 27,726 1,575 0.57% 0.46% 511 +5,772 26.29% Q4 2025 Feb 04, 2026
DAGCO, INC. History Added to 27,730 1,575 0.36% 0.39% 510 +13 0.05% Q4 2025 Jan 08, 2026
Integrity Wealth Solutions LLC History Added to 27,718 1,574 0.62% 0.67% 512 +361 1.32% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Added to 27,529 1,563 0.02% 0.01% 513 +6,521 31.04% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Reduced 27,419 1,557 0.23% 0.26% 514 -680 -2.42% Q4 2025 Jan 22, 2026
Redwood Investment Management, LLC History Added to 27,212 1,546 0.17% 0.16% 515 +250 0.93% Q4 2025 Feb 17, 2026
Wall Capital Group, Inc. History New 27,056 1,537 1.46% — 516 +27,056 New Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Reduced 26,988 1,533 0.07% 0.19% 517 -74,583 -73.43% Q4 2025 Feb 17, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 27,000 1,533 0.44% 0.46% 518 0 0.0% Q4 2025 Feb 11, 2026
Invesco Ltd. History Reduced 26,948 1,530 0.0% 0.0% 519 -1,913 -6.63% Q4 2025 Feb 19, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 26,913 1,528 0.48% 0.5% 520 +37 0.14% Q4 2025 Jan 07, 2026
Callan Family Office, LLC History New 26,847 1,525 0.03% — 521 +26,847 New Q4 2025 Feb 12, 2026
Flagship Private Wealth, LLC History Reduced 26,658 1,514 0.6% 0.6% 522 -527 -1.94% Q4 2025 Feb 04, 2026
Index Fund Advisors, Inc. History Reduced 26,606 1,511 0.07% 0.07% 523 -1,074 -3.88% Q4 2025 Jan 29, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 25,202 1,431 0.06% 0.06% 524 -1,313 -4.95% Q4 2025 Feb 13, 2026
REDW Wealth LLC History Added to 25,187 1,430 0.55% 0.52% 525 +479 1.94% Q4 2025 Jan 28, 2026
Verdence Capital Advisors LLC History Reduced 25,024 1,421 0.08% 0.1% 526 -6,908 -21.63% Q4 2025 Jan 29, 2026
CWA Asset Management Group, LLC History Reduced 25,008 1,420 0.05% 0.05% 527 -102 -0.41% Q4 2025 Jan 07, 2026
CULLEN/FROST BANKERS, INC. History Added to 24,883 1,413 0.02% 0.02% 528 +319 1.3% Q4 2025 Feb 06, 2026
Riverpoint Wealth Management Holdings, LLC History Reduced 24,758 1,406 0.3% 0.32% 529 -1,500 -5.71% Q4 2025 Feb 10, 2026
Commonwealth Financial Services, LLC History Reduced 24,641 1,399 0.23% 0.23% 530 -27 -0.11% Q4 2025 Feb 06, 2026
FELL CAPITAL MANAGEMENT /ADV History New 24,612 1,398 1.36% — 531 +24,612 New Q4 2025 Mar 27, 2026
Integrated Advisors Network LLC History Added to 24,440 1,388 0.06% 0.04% 532 +6,728 37.99% Q4 2025 Feb 17, 2026
Alliance Private Wealth, LLC History New 23,583 1,383 0.48% — 533 +23,583 New Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Added to 24,337 1,382 0.12% 0.11% 534 +1,100 4.73% Q4 2025 Feb 09, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 23,858 1,382 0.65% 0.81% 535 0 0.0% Q4 2025 Jan 26, 2026
OPAL CAPITAL LLC History New 13,702 1,369 0.34% — 536 +13,702 New Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 23,999 1,363 0.14% 0.21% 537 -11,641 -32.66% Q4 2025 Feb 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 23,860 1,355 0.1% 0.1% 538 -1,331 -5.28% Q4 2025 Jan 23, 2026
WHITE PINE CAPITAL LLC History Added to 23,682 1,345 0.37% 0.36% 539 +1,200 5.34% Q4 2025 Feb 09, 2026
Sequent Planning LLC History Added to 23,551 1,337 0.34% 0.32% 540 +3,283 16.2% Q4 2025 Feb 05, 2026
Coastal Bridge Advisors, LLC History Added to 23,439 1,331 0.1% 0.09% 541 +2,363 11.21% Q4 2025 Feb 18, 2026
Ellevest, Inc. History Added to 23,133 1,314 0.18% 0.18% 542 +510 2.25% Q4 2025 Feb 10, 2026
UPTICK PARTNERS, LLC History New 23,024 1,307 0.28% — 543 +23,024 New Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Added to 22,951 1,303 0.19% 0.19% 544 +486 2.16% Q4 2025 Feb 10, 2026
Graney & King, LLC History Reduced 22,691 1,289 0.75% 1.68% 545 -21,181 -48.28% Q4 2025 Feb 13, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 22,610 1,284 0.94% 0.94% 546 -568 -2.45% Q4 2025 Feb 12, 2026
MATAURO, LLC History Reduced 22,540 1,280 0.19% 0.2% 547 -361 -1.58% Q4 2025 Jan 16, 2026
Optivise Advisory Services LLC History Reduced 22,217 1,262 0.73% 0.74% 548 -140 -0.63% Q4 2025 Jan 12, 2026
Krilogy Financial LLC History Added to 21,264 1,236 0.04% 0.04% 549 +92 0.43% Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Reduced 21,453 1,218 0.09% 0.09% 550 -122 -0.57% Q4 2025 Jan 21, 2026
Legacy Edge Advisors, LLC History New 21,390 1,215 0.13% — 552 +21,390 New Q4 2025 Feb 02, 2026
Towerpoint Wealth, LLC History Added to 21,387 1,215 0.48% 0.48% 551 +109 0.51% Q4 2025 Jan 15, 2026
Coppell Advisory Solutions LLC History Reduced 21,216 1,213 0.12% 0.23% 554 -17,346 -44.98% Q4 2025 Feb 17, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 21,356 1,213 0.53% 0.55% 553 -367 -1.69% Q4 2025 Jan 29, 2026
PFG Investments, LLC History Reduced 21,316 1,210 0.06% 0.06% 555 -799 -3.61% Q4 2025 Jan 26, 2026
Tempus Wealth Planning, LLC History Added to 21,247 1,207 0.28% 0.27% 556 +322 1.54% Q4 2025 Jan 16, 2026
GGM Financials LLC History Added to 21,089 1,198 0.58% 0.58% 557 +358 1.73% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Added to 21,079 1,197 0.0% 0.0% 558 +2,463 13.23% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Reduced 20,954 1,190 0.03% 0.03% 559 -257 -1.21% Q4 2025 Jan 30, 2026
Argent Trust Co History Added to 20,936 1,189 0.04% 0.04% 560 +2,363 12.72% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History Added to 20,895 1,187 0.01% 0.01% 561 +2 0.01% Q4 2025 Jan 29, 2026
Schrum Private Wealth Management LLC History Reduced 20,671 1,174 0.87% 0.84% 562 -128 -0.62% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 20,654 1,173 0.0% 0.0% 563 +3,113 17.75% Q4 2025 Feb 13, 2026
Centerpoint Advisors, LLC History Reduced 20,351 1,156 0.36% 0.35% 564 -180 -0.88% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 20,159 1,145 0.06% 0.07% 565 -384 -1.87% Q4 2025 Feb 10, 2026
Lantern Wealth Advisors, LLC History Added to 20,125 1,143 0.61% 0.44% 566 +5,044 33.45% Q4 2025 Feb 17, 2026
Frisch Financial Group, Inc. History Added to 20,111 1,142 0.26% 0.26% 567 +51 0.25% Q4 2025 Feb 06, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 19,945 1,133 0.16% 0.18% 568 -1,302 -6.13% Q4 2025 Feb 13, 2026
Petersen Hastings Wealth Advisors Inc. History New 19,723 1,120 0.11% — 569 +19,723 New Q4 2025 Feb 11, 2026
Pinnacle Family Advisors, LLC History New 19,390 1,101 0.48% — 570 +19,390 New Q4 2025 Feb 17, 2026
GREENLEAF TRUST History No change 19,105 1,085 0.01% 0.01% 571 0 0.0% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History New 18,565 1,054 0.01% — 572 +18,565 New Q4 2025 Jan 27, 2026
WAYSTONE ADVISORS LLC History New 18,538 1,053 0.9% — 573 +18,538 New Q4 2025 Feb 09, 2026
Triton Financial Group Inc History Reduced 18,507 1,051 0.7% 0.69% 574 -132 -0.71% Q4 2025 Feb 03, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 18,490 1,050 0.53% 0.5% 575 0 0.0% Q4 2025 Jan 13, 2026
Pacific Excel Wealth Advisors, Inc. History New 18,319 1,040 1.96% — 576 +18,319 New Q4 2025 Feb 18, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 17,921 1,018 0.54% — 578 +17,921 New Q4 2025 Feb 23, 2026
Waldron Private Wealth LLC History No change 17,922 1,018 0.04% 0.04% 577 0 0.0% Q4 2025 Jan 14, 2026
WJ Wealth Management, LLC History Reduced 17,762 1,009 0.44% 0.44% 579 -174 -0.97% Q4 2025 Feb 05, 2026
M3 Advisory Group, LLC History Added to 17,574 998 0.61% 0.58% 580 +737 4.38% Q4 2025 Jan 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 17,527 995 0.01% 0.01% 581 -6,953 -28.4% Q4 2025 Feb 12, 2026
Cassaday & Co Wealth Management LLC History Added to 17,437 990 0.02% 0.02% 582 +2,813 19.24% Q4 2025 Feb 03, 2026
RHS Financial, LLC History Added to 17,370 986 0.48% 0.42% 583 +2,620 17.76% Q4 2025 Jan 16, 2026
KM Capital Management Ltd. History Added to 17,181 976 0.5% 0.34% 584 +3,752 27.94% Q4 2025 Feb 17, 2026
Community Bank, N.A. History Reduced 17,111 972 0.11% 0.11% 585 -45 -0.26% Q4 2025 Feb 04, 2026
WealthPLAN Partners, LLC History Added to 17,042 968 0.14% 0.14% 586 +12 0.07% Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 17,022 967 0.01% 0.01% 587 +2,408 16.48% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 16,902 960 0.05% 0.05% 588 +2,219 15.11% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Added to 16,829 956 0.01% 0.01% 589 +1,481 9.65% Q4 2025 Feb 12, 2026
Financial Insights, Inc. History Added to 16,668 946 0.32% 0.29% 590 +740 4.65% Q4 2025 Mar 31, 2026
Asempa Wealth Advisors History New 16,640 945 0.81% — 592 +16,640 New Q4 2025 Jan 08, 2026
Signal Advisors Wealth, LLC History Added to 16,648 945 0.08% 0.06% 591 +4,000 31.63% Q4 2025 Jan 13, 2026
RKL Wealth Management LLC History Added to 16,626 944 0.08% 0.08% 593 +433 2.67% Q4 2025 Feb 12, 2026
LOWERY THOMAS, LLC History Added to 16,614 943 0.53% 0.47% 595 +1,777 11.98% Q4 2025 Jan 26, 2026
Mason Investment Advisory Services, Inc. History Added to 16,613 943 0.04% 0.05% 594 +29 0.17% Q4 2025 Feb 12, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Added to 16,581 941 0.63% 0.61% 596 +721 4.55% Q4 2025 Jan 08, 2026
Sherman Wealth Management LLC History New 16,408 932 0.81% — 597 +16,408 New Q4 2025 Jan 15, 2026
ROCKLAND TRUST CO History Reduced 16,371 930 0.04% 0.04% 598 -1,354 -7.64% Q4 2025 Jan 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 16,252 923 0.02% 0.02% 599 -1,500 -8.45% Q4 2025 Jan 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 16,209 920 0.23% 0.19% 600 +875 5.71% Q4 2025 Jan 08, 2026
Headland Capital, LLC History Added to 16,161 918 0.26% 0.25% 601 +172 1.08% Q4 2025 Jan 28, 2026
BOKF, NA History Reduced 16,031 910 0.01% 0.01% 602 -534 -3.22% Q4 2025 Feb 03, 2026
Kovitz Investment Group Partners, LLC History Reduced 16,012 909 0.02% 0.02% 603 -90,843 -85.02% Q4 2025 Feb 20, 2026
Ironwood Financial, llc History Reduced 15,582 906 0.15% 0.15% 604 -15 -0.1% Q4 2025 Jan 15, 2026
Sequent Asset Management, LLC History Added to 15,871 902 0.4% 0.41% 605 +450 2.92% Q4 2025 Feb 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 15,873 901 0.04% 0.05% 606 0 0.0% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Added to 15,495 880 0.0% 0.0% 607 +4,307 38.5% Q4 2025 Feb 13, 2026
MGB Wealth Management, LLC History Added to 15,432 879 0.25% 0.18% 609 +3,730 31.87% Q4 2025 Feb 17, 2026
SFMG, LLC History No change 15,479 879 0.06% 0.06% 608 0 0.0% Q4 2025 Feb 10, 2026
Galvin, Gaustad & Stein, LLC History New 15,322 870 0.07% — 610 +15,322 New Q4 2025 Jan 23, 2026
Mine & Arao Wealth Creation & Management, LLC. History Reduced 15,217 864 0.34% 0.34% 611 -59 -0.39% Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History Added to 15,204 863 0.08% 0.1% 612 +1,083 7.67% Q4 2025 Jan 22, 2026
Barnes Wealth Management Group, Inc History Reduced 15,191 862 0.46% 0.48% 614 -605 -3.83% Q4 2025 Feb 24, 2026
Coordinated Financial Services, Inc. History Added to 15,186 862 0.5% 0.53% 613 +351 2.37% Q4 2025 Feb 09, 2026
CHOREO, LLC History Added to 15,052 860 0.01% 0.01% 615 +3,325 28.35% Q4 2025 Jan 23, 2026
Rothschild Wealth LLC History Added to 15,079 856 0.08% 0.08% 616 +8,104 116.19% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 15,052 855 0.05% — 617 +15,052 New Q4 2025 Feb 10, 2026
Impact Partnership Wealth, LLC History New 14,960 849 0.11% — 618 +14,960 New Q4 2025 Feb 10, 2026
Sowell Financial Services LLC History Added to 14,848 843 0.03% 0.03% 619 +1,007 7.28% Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History Added to 14,774 839 0.03% 0.01% 620 +7,614 106.34% Q4 2025 Feb 17, 2026
AWM CAPITAL, LLC History Reduced 14,622 830 0.08% 0.07% 621 -146 -0.99% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History New 14,602 829 0.05% — 622 +14,602 New Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 14,480 822 0.0% — 623 +14,480 New Q4 2025 Feb 13, 2026
AIFG Consultants Ltd. History Reduced 14,414 818 1.4% 1.42% 624 -184 -1.26% Q4 2025 Feb 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 14,230 808 0.0% — 625 +14,230 New Q4 2025 Feb 05, 2026
Lansing Street Advisors History Reduced 14,226 808 0.21% 0.25% 626 -2,716 -16.03% Q4 2025 Jan 26, 2026
ForthRight Wealth Management, LLC History Added to 14,191 806 0.23% 0.23% 627 +3 0.02% Q4 2025 Jan 13, 2026
Sanchez Wealth Management Group History Reduced 14,164 804 0.17% 0.22% 628 -3,439 -19.54% Q4 2025 Feb 04, 2026
Lantz Financial LLC History Reduced 14,141 803 0.17% 0.18% 629 -564 -3.84% Q4 2025 Jan 14, 2026
Brown Miller Wealth Management, LLC History Reduced 13,995 795 0.22% 0.26% 630 -2,449 -14.89% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History Reduced 13,954 792 0.03% 0.03% 631 -81 -0.58% Q4 2025 Feb 17, 2026
Advance Capital Management, Inc. History Reduced 13,838 786 0.03% 0.03% 632 -97 -0.7% Q4 2025 Jan 06, 2026
Emergent Wealth Advisors, LLC History Reduced 13,779 782 0.44% 0.48% 633 -1,195 -7.98% Q4 2025 Jan 14, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 13,780 782 0.13% 0.14% 634 -788 -5.41% Q4 2025 Feb 10, 2026
BCGM Wealth Management, LLC History Added to 13,760 781 0.2% 0.2% 635 +4 0.03% Q4 2025 Jan 07, 2026
Caldwell Trust Co History Reduced 13,669 776 0.07% 0.07% 636 -30 -0.22% Q4 2025 Jan 30, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 13,607 772 0.05% 0.05% 637 +72 0.53% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History No change 13,456 764 0.02% 0.05% 638 0 0.0% Q4 2025 Feb 13, 2026
McGlone Suttner Wealth Management, Inc. History Added to 13,407 761 0.1% 0.1% 639 +15 0.11% Q4 2025 Jan 15, 2026
Hirtle Callaghan & Co LLC History Reduced 13,292 755 0.03% 0.03% 640 -205 -1.52% Q4 2025 Feb 04, 2026
Fortune 45 LLC History Added to 13,247 754 0.36% 0.37% 641 +11 0.08% Q4 2025 Feb 17, 2026
Embree Financial Group History Added to 13,116 745 0.09% 0.1% 642 +68 0.52% Q4 2025 Jan 14, 2026
GM Advisory Group, LLC History No change 13,106 744 0.03% 0.03% 643 0 0.0% Q4 2025 Feb 13, 2026
Serenus Wealth Advisors, LLC History Added to 13,003 738 0.14% 0.12% 644 +24 0.18% Q4 2025 Jan 28, 2026
RDA Financial Network History Reduced 12,927 734 0.18% 0.46% 645 -21,111 -62.02% Q4 2025 Jan 06, 2026
Wallington Asset Management, LLC History Reduced 12,880 731 0.09% 0.09% 646 -220 -1.68% Q4 2025 Jan 14, 2026
Alteri Wealth LLC History Added to 12,755 724 0.23% 0.21% 647 +1,512 13.45% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 12,717 722 0.03% 0.0% 648 +12,375 3618.42% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 12,641 718 0.09% 0.09% 649 -341 -2.63% Q4 2025 Jan 26, 2026
Snowden Capital Advisors LLC History Added to 12,625 717 0.02% 0.02% 650 +1,333 11.8% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History Added to 12,628 717 0.2% 0.19% 651 +183 1.47% Q4 2025 Feb 06, 2026
Frazier Financial Advisors, LLC History Reduced 12,618 716 0.42% 0.46% 652 -906 -6.7% Q4 2025 Feb 09, 2026
Richmond Investment Services, LLC History Added to 12,452 707 0.12% 0.12% 654 +528 4.43% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 12,453 707 0.02% 0.02% 653 +65 0.52% Q4 2025 Feb 03, 2026
4WEALTH ADVISORS, INC. History Added to 12,455 707 0.6% 0.61% 655 +3 0.02% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 12,303 698 0.03% 0.05% 656 +2,871 30.44% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 12,241 695 0.02% 0.01% 657 +4,541 58.97% Q4 2025 Jan 30, 2026
Castleview Partners, LLC History Added to 12,195 692 0.34% 0.35% 658 +396 3.36% Q4 2025 Jan 12, 2026
Rossmore Private Capital History Added to 12,093 687 0.06% 0.05% 659 +4,094 51.18% Q4 2025 Feb 05, 2026
HF Advisory Group, LLC History Reduced 12,092 686 0.24% 0.25% 660 -393 -3.15% Q4 2025 Jan 23, 2026
Wallace Advisory Group, LLC History Added to 12,053 684 0.72% 0.49% 661 +460 3.97% Q4 2025 Jan 23, 2026
Copley Financial Group, Inc. History Added to 12,044 684 0.42% 0.45% 662 +67 0.56% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 11,950 678 0.0% 0.0% 663 +404 3.5% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 11,919 677 0.09% 0.09% 664 +677 6.02% Q4 2025 Feb 04, 2026
Edgestream Partners, L.P. History New 11,806 670 0.02% — 665 +11,806 New Q4 2025 Feb 13, 2026
BEACON FINANCIAL GROUP History New 11,793 669 0.07% — 666 +11,793 New Q4 2025 Apr 01, 2026
HBW ADVISORY SERVICES LLC History Added to 11,637 661 0.07% 0.07% 667 +436 3.89% Q4 2025 Jan 23, 2026
MCDONALD PARTNERS LLC History Reduced 11,618 660 0.21% 0.21% 668 -888 -7.1% Q4 2025 Feb 02, 2026
Fortis Group Advisors, LLC History Reduced 11,352 660 0.11% 0.11% 669 -16 -0.14% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 11,593 658 0.0% — 670 +11,593 New Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 11,578 657 0.01% 0.01% 671 +29 0.25% Q4 2025 Feb 03, 2026
Strategic Financial Concepts, LLC History Reduced 11,543 655 0.6% 8.05% 672 -989,429 -98.85% Q4 2025 Feb 09, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 11,264 653 0.33% 0.36% 673 -38 -0.34% Q4 2025 Jan 27, 2026
MATHER GROUP, LLC. History Reduced 11,415 648 0.01% 0.01% 674 -110 -0.95% Q4 2025 Jan 13, 2026
WEDBUSH SECURITIES INC History Added to 11,306 642 0.02% 0.02% 675 +751 7.12% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History Added to 11,259 639 0.01% 0.01% 676 +520 4.84% Q4 2025 Jan 23, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 11,136 632 0.12% 0.17% 677 -3,714 -25.01% Q4 2025 Feb 04, 2026
SYON CAPITAL LLC History No change 11,118 631 0.03% 0.03% 678 0 0.0% Q4 2025 Feb 11, 2026
Aegis Wealth Management, Inc. History New 11,086 629 0.49% — 679 +11,086 New Q4 2025 Feb 05, 2026
Jacobi Capital Management LLC History Reduced 11,035 626 0.04% 0.04% 680 -78 -0.7% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 11,017 625 0.01% 0.01% 681 +240 2.23% Q4 2025 Feb 02, 2026
Diversified Enterprises, LLC History Added to 10,948 621 0.04% 0.04% 682 +24 0.22% Q4 2025 Jan 28, 2026
PMG Wealth Management, Inc. History No change 10,867 617 0.45% 0.46% 683 0 0.0% Q4 2025 Jan 23, 2026
SEI INVESTMENTS CO History Added to 10,690 607 0.0% 0.0% 684 +908 9.28% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History New 10,600 602 0.0% — 685 +10,600 New Q4 2025 Jan 29, 2026
Realta Investment Advisors History Reduced 10,603 602 0.2% 0.21% 686 -957 -8.28% Q4 2025 Jan 20, 2026
Smithfield Trust Co History No change 10,600 600 0.03% 0.03% 687 0 0.0% Q4 2025 Feb 09, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 10,530 598 0.09% — 688 +10,530 New Q4 2025 Feb 13, 2026
Detalus Advisors, LLC History No change 10,539 598 0.15% 0.15% 689 0 0.0% Q4 2025 Feb 03, 2026
Gallagher Fiduciary Advisors, LLC History Added to 10,495 596 0.02% 0.01% 690 +3,161 43.1% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 10,465 595 0.04% — 691 +10,465 New Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 10,469 594 0.01% 0.01% 692 +3,000 40.17% Q4 2025 Jan 27, 2026
Peak Wealth Management LLC History New 10,376 589 0.49% — 694 +10,376 New Q4 2025 Feb 04, 2026
CENTAURUS FINANCIAL, INC. History Reduced 10,370 589 0.03% 0.03% 693 -138 -1.31% Q4 2025 Feb 13, 2026
Brand Asset Management Group, Inc. History Reduced 10,278 583 0.16% 0.17% 695 -380 -3.57% Q4 2025 Feb 11, 2026
Prospect Financial Services LLC History Added to 10,269 583 0.33% 0.32% 696 +46 0.45% Q4 2025 Feb 06, 2026
626 Financial, LLC History Reduced 10,260 582 0.25% 0.29% 697 -1,766 -14.68% Q4 2025 Feb 05, 2026
Investments & Financial Planning, LLC History Reduced 10,234 581 0.31% 0.34% 698 -1,168 -10.24% Q4 2025 Feb 23, 2026
Glass Jacobson Investment Advisors llc History Reduced 10,096 573 0.21% 0.26% 699 -2,786 -21.63% Q4 2025 Jan 22, 2026
SHP Wealth Management History New 9,979 566 0.04% — 700 +9,979 New Q4 2025 Mar 04, 2026
AlphaCore Capital LLC History Added to 9,942 564 0.01% 0.01% 701 +3,763 60.9% Q4 2025 Feb 05, 2026
Pathway Financial Advisors LLC History No change 9,730 563 0.07% 0.07% 702 0 0.0% Q4 2025 Jan 14, 2026
DGS Capital Management, LLC History Reduced 9,892 561 0.1% 0.1% 703 -238 -2.35% Q4 2025 Feb 24, 2026
YHB Investment Advisors, Inc. History Added to 9,855 559 0.04% 0.04% 704 +1,110 12.69% Q4 2025 Jan 16, 2026
Wealth Enhancement Trust Services, Inc. History New 9,794 556 0.07% — 705 +9,794 New Q4 2025 Jan 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 9,736 553 0.03% 0.02% 706 +4,921 102.2% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History Reduced 9,714 551 0.16% 0.16% 707 -260 -2.61% Q4 2025 Jan 22, 2026
Arbor Wealth Advisors LLC History No change 9,650 548 0.39% 0.4% 708 0 0.0% Q4 2025 Jan 12, 2026
Midwest Trust Co History Added to 9,559 543 0.01% 0.0% 709 +5,132 115.93% Q4 2025 Feb 04, 2026
Kestra Investment Management, LLC History Added to 9,550 542 0.01% 0.01% 710 +607 6.79% Q4 2025 Feb 09, 2026
HUB Investment Partners, LLC History Reduced 9,486 538 0.01% 0.02% 711 -880 -8.49% Q4 2025 Feb 17, 2026
ALTFEST L J & CO INC History Reduced 9,453 537 0.06% 0.06% 712 -1,046 -9.96% Q4 2025 Jan 23, 2026
Regal Investment Advisors LLC History Added to 9,425 535 0.03% 0.03% 713 +1,791 23.46% Q4 2025 Feb 17, 2026
OakTrust Wealth Advisors, LLC History New 9,344 530 0.49% — 714 +9,344 New Q4 2025 Feb 27, 2026
Liberty Atlantic Advisors LLC History New 9,313 529 0.52% — 715 +9,313 New Q4 2025 Feb 03, 2026
Ashton Thomas Private Wealth, LLC History Reduced 9,219 523 0.01% 0.01% 716 -617 -6.27% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History Added to 9,170 520 0.03% 0.02% 717 +3,186 53.24% Q4 2025 Apr 02, 2026
Daviman Financial, LLC History New 9,147 519 0.3% — 718 +9,147 New Q4 2025 Feb 06, 2026
Brio Consultants, LLC History Added to 9,116 517 0.07% 0.05% 719 +2,962 48.13% Q4 2025 Feb 04, 2026
Darrow Company, Inc. History Reduced 9,093 516 0.23% 0.25% 720 -407 -4.28% Q4 2025 Jan 27, 2026
VANGUARD GROUP INC History Added to 9,061 514 0.0% 0.0% 721 +377 4.34% Q4 2025 Jan 29, 2026
INVESTMENT PARTNERS, LTD. History No change 9,002 511 0.18% 0.18% 722 0 0.0% Q4 2025 Feb 10, 2026
SAX WEALTH ADVISORS, LLC History Added to 8,904 505 0.02% 0.02% 723 +3,019 51.3% Q4 2025 Jan 12, 2026
MBL Wealth, LLC History No change 8,840 502 0.04% 0.04% 724 0 0.0% Q4 2025 Jan 21, 2026
DAVENPORT & Co LLC History Added to 8,798 499 0.0% 0.0% 725 +3,453 64.6% Q4 2025 Jan 12, 2026
ORG Partners LLC History Reduced 8,774 498 0.09% 0.09% 726 -66 -0.75% Q4 2025 Jan 14, 2026
Fortis Advisors, LLC History New 8,736 496 0.27% — 727 +8,736 New Q4 2025 Feb 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 8,342 495 0.14% 0.12% 729 +2,198 35.77% Q4 2025 Feb 10, 2026
Trueblood Wealth Management, LLC History Added to 8,724 495 0.19% 0.19% 728 +38 0.44% Q4 2025 Jan 21, 2026
Bluesphere Advisors LLC History Added to 8,698 494 0.22% 0.21% 730 +237 2.8% Q4 2025 Jan 21, 2026
Crescent Sterling, Ltd. History Added to 8,698 494 0.51% 0.5% 731 +110 1.28% Q4 2025 Jan 07, 2026
Dynamic Financial Group History Added to 8,601 488 0.42% 0.39% 732 +419 5.12% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Added to 8,562 486 0.0% 0.0% 733 +1,358 18.85% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 8,555 485 0.02% 0.02% 734 +12 0.14% Q4 2025 Jan 30, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 8,527 484 0.39% 0.41% 735 -79 -0.92% Q4 2025 Jan 21, 2026
TrueWealth Financial Partners History New 8,508 483 0.4% — 736 +8,508 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 8,508 483 0.4% — 737 +8,508 New Q4 2025 Feb 05, 2026
Tribridge Partners Financial LLC History Added to 8,519 483 0.2% 0.11% 738 +4,126 93.92% Q4 2025 Jan 26, 2026
Colonial River Investments, LLC History Reduced 8,493 482 0.17% 0.23% 739 -2,605 -23.47% Q4 2025 Feb 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 8,458 480 0.03% 0.03% 740 0 0.0% Q4 2025 Feb 17, 2026
OARSMAN CAPITAL, INC. History Reduced 8,445 479 0.06% 0.07% 741 -82 -0.96% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 8,397 477 0.01% — 742 +8,397 New Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Added to 8,383 476 0.03% 0.02% 743 +2,613 45.29% Q4 2025 Feb 05, 2026
Csenge Advisory Group History New 8,301 471 0.02% — 744 +8,301 New Q4 2025 Feb 06, 2026
Compass Financial Services Inc History Added to 8,281 470 0.2% 0.2% 745 +13 0.16% Q4 2025 Feb 27, 2026
Portland Financial Advisors Inc History No change 8,290 470 1.0% 0.98% 746 0 0.0% Q4 2025 Feb 06, 2026
Bill Few Associates, Inc. History Added to 8,191 465 0.11% 0.11% 747 +141 1.75% Q4 2025 Jan 12, 2026
BridgePort Financial Solutions, LLC History Added to 8,195 465 0.12% 0.12% 748 +42 0.52% Q4 2025 Jan 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 8,162 464 0.01% 0.01% 749 -3,951 -32.62% Q4 2025 Feb 10, 2026
Tilson Financial Group, Inc. History Reduced 8,115 461 0.14% 0.15% 750 -111 -1.35% Q4 2025 Feb 05, 2026
Florida Trust Wealth Management Co History Added to 8,077 458 0.01% 0.01% 751 +2,031 33.59% Q4 2025 Jan 20, 2026
AVISO WEALTH MANAGEMENT History Reduced 8,046 457 0.19% 0.26% 755 -2,733 -25.35% Q4 2025 Feb 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 8,058 457 0.07% 0.07% 753 -288 -3.45% Q4 2025 Feb 09, 2026
First Financial Bank - Trust Division History No change 8,054 457 0.04% 0.04% 752 0 0.0% Q4 2025 Jan 02, 2026
GDS Wealth Management History No change 8,048 457 0.03% 0.03% 754 0 0.0% Q4 2025 Feb 02, 2026
MCF Advisors LLC History Added to 8,032 456 0.03% 0.03% 756 +265 3.41% Q4 2025 Feb 11, 2026
Clarity Capital Advisors, LLC History No change 8,021 455 0.23% 0.24% 757 0 0.0% Q4 2025 Feb 11, 2026
Lynx Investment Advisory History Added to 8,003 454 0.25% 0.26% 758 +43 0.54% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Reduced 7,967 452 0.14% 0.15% 759 -55 -0.69% Q4 2025 Feb 12, 2026
Johnson Wealth Management, LLC History New 7,937 450 0.22% — 760 +7,937 New Q4 2025 Feb 11, 2026
COWA, LLC History Reduced 7,900 448 0.14% 0.15% 761 -300 -3.66% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 7,885 447 0.03% 0.02% 762 -1,802 -18.6% Q4 2025 Jan 30, 2026
Net Worth Advisory Group History New 7,786 442 0.09% — 763 +7,786 New Q4 2025 Jan 14, 2026
Cascade Investment Advisors, Inc. History Added to 7,725 438 0.26% 0.24% 764 +450 6.19% Q4 2025 Jan 14, 2026
Sage Mountain Advisors LLC History Reduced 7,660 435 0.02% 0.03% 765 -588 -7.13% Q4 2025 Jan 23, 2026
Cerro Pacific Wealth Advisors LLC History Added to 7,640 434 0.12% 0.1% 767 +794 11.6% Q4 2025 Feb 02, 2026
Narus Financial Partners, LLC History Added to 7,649 434 0.12% 0.11% 766 +68 0.9% Q4 2025 Feb 09, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 7,465 424 0.38% 0.38% 768 +142 1.94% Q4 2025 Feb 05, 2026
Somerset Trust Co History Reduced 7,449 423 0.13% 0.13% 769 -37 -0.49% Q4 2025 Jan 09, 2026
FWG Investments, LLC. History Added to 7,463 423 0.27% 0.28% 770 +10 0.13% Q4 2025 Jan 28, 2026
South Shore Capital Advisors History New 7,380 419 0.31% — 771 +7,380 New Q4 2025 Jan 21, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 7,360 418 0.08% 0.07% 772 +1,037 16.4% Q4 2025 Jan 27, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 7,359 418 0.03% 0.03% 773 0 0.0% Q4 2025 Jan 07, 2026
ALLIANCEBERNSTEIN L.P. History New 7,337 416 0.0% — 774 +7,337 New Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History Added to 7,291 414 0.32% 0.18% 775 +2,936 67.42% Q4 2025 Jan 12, 2026
ACUTE INVESTMENT ADVISORY, LLC History Reduced 7,278 413 4.0% 3.86% 776 -1,048 -12.59% Q4 2025 Jan 27, 2026
Ruggiero Investments, Inc. History New 7,268 412 0.37% — 778 +7,268 New Q4 2025 Feb 12, 2026
Truepoint, Inc. History Reduced 7,269 412 0.01% 0.01% 777 -2 -0.03% Q4 2025 Feb 11, 2026
Wealth Advisory Solutions, LLC History Added to 7,242 411 0.1% 0.1% 779 +88 1.23% Q4 2025 Jan 16, 2026
Apollon Wealth Management, LLC History New 7,151 406 0.01% — 780 +7,151 New Q4 2025 Jan 22, 2026
Venture Visionary Partners LLC History Reduced 7,158 406 0.01% 0.01% 781 -240 -3.24% Q4 2025 Feb 13, 2026
Allie Family Office LLC History No change 7,159 406 0.19% 0.19% 782 0 0.0% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History No change 7,131 405 0.0% 0.0% 783 0 0.0% Q4 2025 Feb 10, 2026
Keebeck Wealth Management History No change 7,116 404 0.05% 0.05% 784 0 0.0% Q4 2025 Feb 17, 2026
Iowa State Bank History No change 7,100 403 0.08% 0.07% 785 0 0.0% Q4 2025 Jan 06, 2026
Retirement Planning Co of New England, Inc. History Reduced 7,059 401 0.16% 0.16% 786 -8 -0.11% Q4 2025 Jan 28, 2026
McMill Wealth Management History No change 7,054 400 0.11% 0.11% 787 0 0.0% Q4 2025 Feb 23, 2026
Drucker Wealth 3.0, LLC History Reduced 7,037 399 0.07% 0.07% 789 -166 -2.3% Q4 2025 Feb 03, 2026
Mayfair Advisory Group, LLC History No change 7,018 399 0.15% 0.17% 788 0 0.0% Q4 2025 Jan 21, 2026
Grandview Asset Management LLC History Added to 7,021 398 0.11% 0.11% 790 +41 0.59% Q4 2025 Jan 26, 2026
SMART Wealth LLC History Added to 6,965 395 0.12% 0.13% 792 +555 8.66% Q4 2025 Jan 26, 2026
Acorn Wealth Advisors, LLC History Reduced 6,954 395 0.12% 0.13% 791 -519 -6.95% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 6,952 394 0.0% 0.0% 793 +1 0.01% Q4 2025 Feb 11, 2026
Caprock Group, LLC History No change 6,939 394 0.01% 0.01% 794 0 0.0% Q4 2025 Jan 28, 2026
Warren Street Wealth Advisors, LLC History Reduced 6,882 390 0.11% 0.21% 795 -5,747 -45.51% Q4 2025 Jan 29, 2026
Beacon Capital Management, LLC History New 6,843 388 0.06% — 796 +6,843 New Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 6,804 386 0.05% — 798 +6,804 New Q4 2025 Feb 04, 2026
ETF Store, Inc. History Added to 6,801 386 0.39% 0.4% 797 +18 0.27% Q4 2025 Jan 22, 2026
Cassilly Financial Group LLC History New 6,765 384 0.34% — 801 +6,765 New Q4 2025 Jan 15, 2026
Capital Square, LLC History Added to 6,762 384 0.2% 0.17% 799 +788 13.19% Q4 2025 Feb 13, 2026
Greystone Financial Group, LLC History No change 6,773 384 0.06% 0.06% 800 0 0.0% Q4 2025 Jan 27, 2026
GC Wealth Management RIA, LLC History No change 6,753 383 0.01% 0.01% 802 0 0.0% Q4 2025 Jan 30, 2026
Empowered Funds, LLC History New 6,729 382 0.01% — 803 +6,729 New Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 6,731 382 0.12% 0.2% 804 +3,085 84.61% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Added to 6,695 380 0.01% 0.01% 805 +1,505 29.0% Q4 2025 Feb 10, 2026
Costello Asset Management, INC History Added to 6,589 374 0.12% 0.07% 806 +2,754 71.81% Q4 2025 Feb 03, 2026
Fortitude Financial, LLC History New 6,566 373 0.32% — 807 +6,566 New Q4 2025 Jan 27, 2026
Twelve Points Wealth Management LLC History No change 6,400 372 0.08% 0.09% 808 0 0.0% Q4 2025 Jan 23, 2026
Key Client Fiduciary Advisors, LLC History Added to 6,546 371 0.13% 0.12% 809 +33 0.51% Q4 2025 Jan 28, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 6,511 369 0.08% 0.07% 810 +1,359 26.38% Q4 2025 Jan 09, 2026
Compound Planning, Inc. History Added to 6,500 369 0.01% 0.01% 811 +21 0.32% Q4 2025 Feb 19, 2026
Americana Partners, LLC History Added to 6,477 367 0.01% 0.01% 813 +1,960 43.39% Q4 2025 Feb 06, 2026
Ballast, Inc. History Reduced 6,466 367 0.09% 0.09% 812 -240 -3.58% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History No change 6,358 361 0.0% 0.0% 814 0 0.0% Q4 2025 Feb 09, 2026
Vawter Financial, Ltd. History Reduced 6,354 360 0.15% 0.16% 815 -128 -1.97% Q4 2025 Feb 02, 2026
Curran Financial Partners, LLC History No change 6,327 359 0.07% 0.07% 816 0 0.0% Q4 2025 Jan 22, 2026
Stiles Financial Services Inc History Reduced 6,268 356 0.11% 0.12% 818 -408 -6.11% Q4 2025 Feb 03, 2026
Mission Creek Capital Partners, Inc. History No change 6,273 356 0.07% 0.07% 817 0 0.0% Q4 2025 Feb 12, 2026
LCNB CORP History No change 6,250 355 0.12% 0.12% 819 0 0.0% Q4 2025 Feb 10, 2026
Richard W. Paul & Associates, LLC History Reduced 6,228 353 0.12% 0.12% 821 -208 -3.23% Q4 2025 Feb 12, 2026
Sterling Investment Counsel, LLC History No change 6,217 353 0.1% 0.11% 820 0 0.0% Q4 2025 Jan 27, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 6,192 351 0.03% 0.03% 822 0 0.0% Q4 2025 Jan 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 6,095 346 0.02% 0.02% 823 +393 6.89% Q4 2025 Feb 03, 2026
Berkeley, Inc History No change 6,104 346 0.11% 0.11% 824 0 0.0% Q4 2025 Jan 26, 2026
Roehl & Yi Investment Advisors, LLC History New 6,060 344 0.14% — 828 +6,060 New Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,064 344 0.01% 0.01% 825 +781 14.78% Q4 2025 Feb 06, 2026
Accurate Wealth Management, LLC History Reduced 5,929 344 0.04% 0.05% 827 -247 -4.0% Q4 2025 Jan 14, 2026
Focused Wealth Management, Inc History Added to 6,062 344 0.04% 0.04% 826 +29 0.48% Q4 2025 Jan 29, 2026
Thayer Partners, LLC / MA History New 6,054 343 0.17% — 829 +6,054 New Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Reduced 5,995 340 0.0% 0.0% 830 -27 -0.45% Q4 2025 Feb 13, 2026
Mascagni Wealth Management, Inc. History Added to 5,983 339 0.25% 0.25% 831 +20 0.34% Q4 2025 Feb 11, 2026
Sharper & Granite LLC History Reduced 5,924 336 0.12% 0.12% 833 -29 -0.49% Q4 2025 Jan 27, 2026
GILL CAPITAL PARTNERS, LLC History No change 5,918 336 0.1% 0.1% 832 0 0.0% Q4 2025 Feb 10, 2026
Evolution Wealth Advisors, LLC History No change 5,900 335 0.03% 0.04% 834 0 0.0% Q4 2025 Jan 12, 2026
Tidemark, LLC History Added to 5,893 334 0.09% 0.09% 835 +6 0.1% Q4 2025 Feb 10, 2026
Pinion Investment Advisors, LLC History No change 5,860 332 0.08% 0.09% 836 0 0.0% Q4 2025 Jan 29, 2026
Essex Bank History No change 5,847 332 0.07% 0.07% 837 0 0.0% Q4 2025 Feb 02, 2026
GoalVest Advisory LLC History No change 5,860 332 0.06% 0.07% 838 0 0.0% Q4 2025 Jan 05, 2026
Leo Wealth, LLC History Added to 5,832 331 0.02% 0.04% 839 +931 19.0% Q4 2025 Jan 21, 2026
Smallwood Wealth Investment Management, LLC History No change 5,842 331 0.17% 0.16% 840 0 0.0% Q4 2025 Jan 23, 2026
FIRST COMMUNITY TRUST NA History No change 5,820 330 0.25% 0.25% 841 0 0.0% Q4 2025 Jan 16, 2026
HANCOCK WHITNEY CORP History No change 5,796 329 0.01% 0.01% 842 0 0.0% Q4 2025 Feb 17, 2026
Orange Investment Advisors, Inc. History Reduced 5,771 327 0.04% 0.04% 843 -691 -10.69% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History No change 5,762 327 0.0% 0.0% 844 0 0.0% Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Reduced 5,741 326 0.12% 0.21% 845 -5,733 -49.97% Q4 2025 Feb 03, 2026
Reyes Financial Architecture, Inc. History No change 5,747 326 0.2% 0.22% 846 0 0.0% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Added to 5,722 325 0.01% 0.01% 847 +4 0.07% Q4 2025 Jan 09, 2026
SFG Wealth Management, LLC. History Added to 5,714 324 0.13% 0.12% 848 +761 15.36% Q4 2025 Feb 03, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 5,702 323 0.13% 0.17% 850 -670 -10.51% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 5,687 323 0.0% 0.0% 849 +492 9.47% Q4 2025 Jan 20, 2026
Ballentine Partners, LLC History Reduced 5,663 321 0.0% 0.0% 851 -163 -2.8% Q4 2025 Feb 03, 2026
ASSOCIATED BANC-CORP History New 5,647 320 0.01% — 852 +5,647 New Q4 2025 Feb 06, 2026
Cadence Bank History New 5,636 320 0.02% — 853 +5,636 New Q4 2025 Jan 30, 2026
DRAVO BAY LLC History New 5,601 318 0.13% — 854 +5,601 New Q4 2025 Jan 27, 2026
Capital Investment Advisors, LLC History Reduced 5,562 315 0.0% 0.01% 855 -95 -1.68% Q4 2025 Jan 13, 2026
Old Peak Finance LLC History New 5,511 313 0.19% — 856 +5,511 New Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History New 5,497 312 0.04% — 858 +5,497 New Q4 2025 Jan 22, 2026
Interchange Capital Partners, LLC History No change 5,501 312 0.06% 0.06% 857 0 0.0% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 5,485 311 0.0% 0.0% 859 -1,114 -16.88% Q4 2025 Jan 30, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 5,445 309 0.02% 0.02% 860 +711 15.02% Q4 2025 Feb 12, 2026
Tranquility Partners, LLC History No change 5,420 307 0.11% 0.1% 861 0 0.0% Q4 2025 Feb 03, 2026
Annex Advisory Services, LLC History Reduced 5,385 305 0.01% 0.01% 862 -2,849 -34.6% Q4 2025 Jan 26, 2026
NWF Advisory Services Inc. History Added to 5,375 305 0.03% 0.03% 863 +905 20.25% Q4 2025 Mar 03, 2026
Berger Financial Group, Inc History New 5,360 304 0.02% — 864 +5,360 New Q4 2025 Jan 27, 2026
Hegarty Advisors, LLC History New 5,358 304 0.26% — 865 +5,358 New Q4 2025 Jan 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History New 5,331 302 0.02% — 866 +5,331 New Q4 2025 Jan 21, 2026
Everhart Financial Group, Inc. History Added to 5,284 300 0.03% 0.03% 867 +9 0.17% Q4 2025 Jan 07, 2026
KPP Advisory Services LLC History Reduced 5,271 299 0.04% 0.07% 871 -3,862 -42.29% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History Added to 5,269 299 0.02% 0.01% 868 +920 21.15% Q4 2025 Jan 14, 2026
Fiduciary Group, LLC History Added to 5,264 299 0.03% 0.02% 869 +194 3.83% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 5,269 299 0.0% 0.0% 870 +39 0.75% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History No change 5,029 295 0.12% 0.13% 872 0 0.0% Q4 2025 Feb 13, 2026
Erickson Financial Group, LLC History No change 5,182 294 0.18% 0.18% 873 0 0.0% Q4 2025 Jan 21, 2026
Global View Capital Management LLC History Added to 5,172 293 0.05% 0.06% 874 +444 9.39% Q4 2025 Jan 14, 2026
Chris Bulman Inc History Added to 5,160 293 0.13% 0.14% 875 +22 0.43% Q4 2025 Jan 14, 2026
Garden State Investment Advisory Services LLC History Reduced 5,146 292 0.06% 0.1% 876 -2,944 -36.39% Q4 2025 Feb 17, 2026
Equity Wealth Partners, LLC History Added to 5,143 292 0.19% 0.21% 877 +469 10.03% Q4 2025 Jan 26, 2026
TBH Global Asset Management, LLC History New 5,830 291 0.05% — 880 +5,830 New Q4 2025 Jan 29, 2026
Amicus Financial Advisors, LLC History New 5,125 291 0.08% — 881 +5,125 New Q4 2025 Mar 02, 2026
LANE BROTHERS & CO INC History New 5,124 291 0.21% — 879 +5,124 New Q4 2025 Mar 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,137 291 0.02% 0.02% 878 0 0.0% Q4 2025 Feb 10, 2026
Three Arch Wealth Management LLC History New 5,094 289 0.05% — 883 +5,094 New Q4 2025 Feb 13, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 5,100 289 0.13% 0.14% 882 0 0.0% Q4 2025 Feb 04, 2026
Integrity Advisory Solutions, LLC History Added to 5,075 288 0.04% 0.04% 884 +910 21.85% Q4 2025 Feb 09, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 5,038 286 0.11% 0.15% 885 -2,022 -28.64% Q4 2025 Jan 08, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 5,024 285 0.07% 0.08% 886 +3 0.06% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 5,010 284 0.16% 1.25% 887 -33,039 -86.83% Q4 2025 Feb 17, 2026
Chicago Wealth Management, Inc. History No change 4,949 281 0.11% 0.12% 888 0 0.0% Q4 2025 Feb 17, 2026
Marion Wealth Management History Added to 4,843 280 0.06% 0.06% 890 +27 0.56% Q4 2025 Jan 26, 2026
Cambridge Advisors Inc. History No change 4,945 280 0.05% 0.05% 889 0 0.0% Q4 2025 Jan 21, 2026
Diesslin Group, Inc. History New 4,928 279 0.11% — 891 +4,928 New Q4 2025 Feb 25, 2026
Oasis Advisors, LLC History New 4,927 279 0.15% — 892 +4,927 New Q4 2025 Apr 07, 2026
Neuberger Berman Group LLC History Reduced 4,847 275 0.0% 0.0% 895 -625 -11.42% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History No change 4,848 275 0.01% 0.01% 893 0 0.0% Q4 2025 Feb 18, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 4,854 275 0.02% 0.02% 894 0 0.0% Q4 2025 Jan 23, 2026
Glenview Trust Co History New 4,834 274 0.0% — 897 +4,834 New Q4 2025 Feb 09, 2026
Hurley Capital, LLC History No change 4,830 274 0.15% 0.15% 896 0 0.0% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Reduced 4,819 273 0.01% 0.01% 898 -546 -10.18% Q4 2025 Feb 12, 2026
GK Wealth Management LLC History New 4,783 271 0.18% — 902 +4,783 New Q4 2025 Jan 05, 2026
Mayflower Financial Advisors, LLC History Added to 4,777 271 0.03% 0.03% 900 +1,041 27.86% Q4 2025 Jan 13, 2026
WEALTH ALLIANCE, LLC History Added to 4,777 271 0.03% 0.02% 899 +635 15.33% Q4 2025 Feb 13, 2026
Arrowroot Family Office, LLC History Added to 4,785 271 0.1% 0.11% 901 +12 0.25% Q4 2025 Feb 11, 2026
Kaizen Financial Strategies History Added to 4,740 269 0.12% 0.11% 903 +475 11.14% Q4 2025 Jan 21, 2026
World Investment Advisors History New 4,731 268 0.0% — 904 +4,731 New Q4 2025 Mar 12, 2026
Wise Wealth Partners History Reduced 4,734 268 0.38% 0.44% 906 -439 -8.49% Q4 2025 Jan 29, 2026
Principle Wealth Partners LLC History Added to 4,725 268 0.02% 0.01% 905 +191 4.21% Q4 2025 Feb 06, 2026
Elm Partners Management LLC History Added to 4,710 267 0.01% 0.01% 908 +36 0.77% Q4 2025 Feb 10, 2026
Fusion Family Wealth, LLC History No change 4,706 267 0.02% 0.02% 907 0 0.0% Q4 2025 Feb 04, 2026
Black Diamond Financial, LLC History No change 4,695 266 0.03% 0.03% 909 0 0.0% Q4 2025 Feb 03, 2026
Second Line Capital, LLC History Added to 4,681 265 0.05% 0.05% 910 +427 10.04% Q4 2025 Feb 17, 2026
Valued Retirements, Inc. History No change 4,631 263 0.26% 0.27% 911 0 0.0% Q4 2025 Feb 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 4,625 262 0.14% — 913 +4,625 New Q4 2025 Apr 07, 2026
Mountain Capital Investment Advisors Inc. History Added to 4,514 262 0.04% 0.04% 912 +661 17.16% Q4 2025 Jan 28, 2026
Up Capital Management, Inc. History New 4,610 261 0.23% — 916 +4,610 New Q4 2025 Mar 23, 2026
HB Wealth Management, LLC History Added to 4,603 261 0.0% 0.0% 914 +11 0.24% Q4 2025 Jan 28, 2026
Tactive Advisors, LLC History No change 4,600 261 0.08% 0.07% 915 0 0.0% Q4 2025 Jan 09, 2026
Buck Wealth Strategies, LLC History New 4,586 260 0.03% — 918 +4,586 New Q4 2025 Feb 03, 2026
Dougherty Wealth Advisers LLC History New 4,580 260 0.15% — 917 +4,580 New Q4 2025 Jan 29, 2026
Note Advisors, LLC History Added to 4,484 260 0.13% 0.14% 919 +339 8.18% Q4 2025 Feb 18, 2026
Fisher Asset Management, LLC History Added to 4,555 258 0.0% 0.0% 920 +167 3.81% Q4 2025 Feb 09, 2026
Accel Wealth Management History Added to 4,522 256 0.07% 0.07% 921 +5 0.11% Q4 2025 Jan 20, 2026
Intellectus Partners, LLC History New 4,500 255 0.05% — 922 +4,500 New Q4 2025 Feb 10, 2026
BAYBAN History New 4,462 253 0.22% — 925 +4,462 New Q4 2025 Mar 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 4,461 253 0.03% 0.03% 924 -121 -2.64% Q4 2025 Feb 13, 2026
Choate Investment Advisors History No change 4,454 253 0.0% 0.01% 923 0 0.0% Q4 2025 Feb 09, 2026
Goldstein Advisors, LLC History Added to 4,448 252 0.03% 0.03% 926 +14 0.32% Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History New 4,352 247 0.03% — 927 +4,352 New Q4 2025 Jan 23, 2026
GPS Wealth Strategies Group, LLC History Reduced 4,315 245 0.21% 0.7% 929 -115,569 -96.4% Q4 2025 Feb 06, 2026
Grantvest Financial Group LLC History Added to 4,325 245 0.16% 0.16% 930 +8 0.19% Q4 2025 Feb 02, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 4,320 245 0.02% 0.02% 928 0 0.0% Q4 2025 Jan 26, 2026
Walleye Partners, LLC History New 4,300 244 0.27% — 931 +4,300 New Q4 2025 Jan 28, 2026
Oath Planning, LLC History New 4,283 243 0.24% — 933 +4,283 New Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,282 243 0.01% 0.01% 932 +9 0.21% Q4 2025 Feb 17, 2026
Howard Capital Management Group, LLC History No change 4,273 242 0.02% 0.01% 934 0 0.0% Q4 2025 Jan 16, 2026
Stirlingshire Investments, Inc. History New 4,234 240 0.21% — 935 +4,234 New Q4 2025 Feb 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 4,178 237 0.01% 0.01% 936 -14 -0.33% Q4 2025 Jan 14, 2026
Forza Wealth Management, LLC History No change 4,165 236 0.09% 0.09% 937 0 0.0% Q4 2025 Feb 02, 2026
Providence Financial Advisors, LLC History Added to 4,123 234 0.23% 0.22% 939 +1 0.02% Q4 2025 Feb 10, 2026
TCTC Holdings, LLC History No change 4,123 234 0.01% 0.01% 938 0 0.0% Q4 2025 Feb 12, 2026
Montz Harcus Wealth Management LLC History Added to 4,109 233 0.09% 0.09% 940 +463 12.7% Q4 2025 Jan 22, 2026
Mustard Seed Financial, LLC History Reduced 4,091 232 0.15% 0.25% 942 -2,823 -40.83% Q4 2025 Jan 23, 2026
Veracity Capital LLC History Added to 4,087 232 0.07% 0.07% 941 +11 0.27% Q4 2025 Jan 29, 2026
WESTBOURNE INVESTMENTS, INC. History No change 4,075 231 0.11% 0.11% 943 0 0.0% Q4 2025 Jan 22, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,083 231 0.03% 0.03% 944 0 0.0% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Reduced 4,050 230 0.02% 0.02% 946 -448 -9.96% Q4 2025 Jan 22, 2026
Eldridge Investment Advisors, Inc. History Added to 4,055 230 0.05% 0.05% 945 +143 3.66% Q4 2025 Feb 11, 2026
Hopwood Financial Services, Inc. History No change 4,021 228 0.16% 0.15% 947 0 0.0% Q4 2025 Jan 16, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 4,000 227 0.13% 0.11% 948 0 0.0% Q4 2025 Jan 15, 2026
Graetz Wealth LLC History New 3,994 226 0.21% — 949 +3,994 New Q4 2025 Feb 12, 2026
Advisor Resource Council History New 3,824 223 0.08% — 950 +3,824 New Q4 2025 Feb 10, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,923 222 0.06% 0.07% 951 0 0.0% Q4 2025 Feb 05, 2026
Asio Capital, LLC History No change 3,903 221 0.03% 0.03% 952 0 0.0% Q4 2025 Jan 21, 2026
Trifecta Capital Advisors, LLC History No change 3,903 221 0.03% 0.03% 953 0 0.0% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History New 3,873 220 0.01% — 955 +3,873 New Q4 2025 Feb 02, 2026
Winch Advisory Services, LLC History Added to 3,887 220 0.05% 0.05% 954 +20 0.52% Q4 2025 Feb 03, 2026
ZEGA Investments, LLC History New 3,871 219 0.03% — 957 +3,871 New Q4 2025 Jan 27, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 3,872 219 0.06% 0.06% 956 +22 0.57% Q4 2025 Jan 27, 2026
SmartHarvest Portfolios, LLC History New 3,832 217 0.08% — 959 +3,832 New Q4 2025 Feb 12, 2026
Glassman Wealth Services History No change 3,833 217 0.03% 0.03% 958 0 0.0% Q4 2025 Jan 28, 2026
VICTORY FINANCIAL GROUP, LLC History New 3,814 216 0.03% — 961 +3,814 New Q4 2025 Jan 15, 2026
HBK Sorce Advisory LLC History No change 3,642 216 0.0% 0.01% 960 0 0.0% Q4 2025 Feb 09, 2026
Crews Bank & Trust History No change 3,816 216 0.03% 0.03% 962 0 0.0% Q4 2025 Jan 21, 2026
Point72 Asset Management, L.P. History New 3,800 215 0.0% — 964 +3,800 New Q4 2025 Feb 17, 2026
Plancorp, LLC History New 3,791 215 0.01% — 963 +3,791 New Q4 2025 Feb 05, 2026
NWAM LLC History Reduced 3,739 215 0.01% 0.02% 965 -3,245 -46.46% Q4 2025 Feb 04, 2026
White Lighthouse Investment Management Inc. History Added to 3,774 214 0.03% 0.03% 966 +53 1.42% Q4 2025 Feb 09, 2026
Keenan, LLC History New 3,756 213 0.19% — 967 +3,756 New Q4 2025 Mar 04, 2026
COMMERCE BANK History New 3,715 211 0.0% — 968 +3,715 New Q4 2025 Feb 13, 2026
Summit Place Financial Advisors, LLC History New 3,675 208 0.1% — 970 +3,675 New Q4 2025 Feb 02, 2026
Wilkins Miller Wealth Management, LLC History Reduced 3,670 208 0.12% 0.2% 971 -2,310 -38.63% Q4 2025 Jan 21, 2026
Bernardo Wealth Planning LLC History Added to 3,673 208 0.04% 0.04% 969 +3 0.08% Q4 2025 Jan 26, 2026
Stonebridge Financial Planning Group, LLC History No change 3,652 207 0.07% 0.08% 972 0 0.0% Q4 2025 Feb 05, 2026
Emerald Advisors, LLC History No change 3,622 205 0.03% 0.03% 973 0 0.0% Q4 2025 Jan 27, 2026
Concord Wealth Partners History No change 3,613 205 0.03% 0.03% 974 0 0.0% Q4 2025 Jan 29, 2026
VILLERE ST DENIS J & CO LLC History New 3,597 204 0.02% — 975 +3,597 New Q4 2025 Jan 28, 2026
Archer Investment Management, LLC History New 3,597 204 0.11% — 976 +3,597 New Q4 2025 Jan 12, 2026
Rockwood Wealth Management, LLC History Reduced 3,589 203 0.02% 0.02% 977 -1,405 -28.13% Q4 2025 Jan 29, 2026
Capital Group Private Client Services, Inc. History New 3,570 202 0.0% — 980 +3,570 New Q4 2025 Feb 11, 2026
Falcon Wealth Planning History New 3,558 202 0.02% — 979 +3,558 New Q4 2025 Feb 03, 2026
Financial Strategies Group, Inc. History New 3,491 202 0.04% — 978 +3,491 New Q4 2025 Feb 05, 2026
AdviceOne Advisory Services, LLC History New 3,542 201 0.12% — 981 +3,542 New Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,506 199 0.01% 0.01% 982 -40 -1.13% Q4 2025 Feb 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3,450 195 0.05% 0.05% 983 0 0.0% Q4 2025 Jan 23, 2026
LRI Investments, LLC History No change 3,383 192 0.02% 0.02% 984 0 0.0% Q4 2025 Feb 04, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 3,322 188 0.02% 0.02% 985 -371 -10.05% Q4 2025 Jan 14, 2026
Topsail Wealth Management, LLC History No change 3,275 186 0.03% 0.03% 986 0 0.0% Q4 2025 Feb 04, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,179 180 0.02% 0.02% 987 0 0.0% Q4 2025 Jan 22, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 3,026 180 0.13% 0.12% 988 0 0.0% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Reduced 2,995 170 0.0% 0.0% 989 -24 -0.79% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 2,990 169 0.01% 0.01% 990 +15 0.5% Q4 2025 Feb 20, 2026
SBI Securities Co., Ltd. History Added to 2,961 168 0.0% 0.0% 991 +163 5.83% Q4 2025 Feb 03, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,909 165 0.0% 0.0% 992 +443 17.96% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 2,874 163 0.0% 0.01% 993 -50,038 -94.57% Q4 2025 Feb 12, 2026
Colonial Trust Co / SC History No change 2,800 160 0.02% 0.02% 994 0 0.0% Q4 2025 Feb 12, 2026
Indiana Trust & Investment Management Co History No change 2,774 157 0.05% 0.05% 995 0 0.0% Q4 2025 Jan 21, 2026
Operose Advisors LLC History No change 2,767 157 0.04% 0.04% 996 0 0.0% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Reduced 2,706 153 0.0% 0.0% 997 -106 -3.77% Q4 2025 Jan 16, 2026
Heritage Wealth Advisors History No change 2,494 141 0.01% 0.01% 998 0 0.0% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Added to 2,403 136 0.1% 0.09% 999 +100 4.34% Q4 2025 Feb 10, 2026
Noble Wealth Management PBC History Reduced 2,316 131 0.07% 0.07% 1000 -2 -0.09% Q4 2025 Jan 05, 2026
Urban Financial Advisory Corp History Added to 2,282 129 0.05% 0.06% 1001 +13 0.57% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History No change 2,235 126 0.01% 0.01% 1002 0 0.0% Q4 2025 Feb 10, 2026
Canton Hathaway, LLC History New 2,160 122 0.02% — 1005 +2,160 New Q4 2025 Jan 21, 2026
Independence Bank of Kentucky History New 2,159 122 0.02% — 1004 +2,159 New Q4 2025 Jan 20, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,164 122 0.0% 0.0% 1003 0 0.0% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,118 120 0.0% 0.0% 1006 +213 11.18% Q4 2025 Feb 09, 2026
Darwin Wealth Management, LLC History Reduced 2,107 119 0.04% 0.04% 1007 -339 -13.86% Q4 2025 Jan 22, 2026
TRUST CO OF VERMONT History Added to 2,042 116 0.0% 0.0% 1008 +130 6.8% Q4 2025 Jan 16, 2026
Sound Income Strategies, LLC History Added to 1,964 114 0.01% 0.0% 1009 +1,196 155.73% Q4 2025 Jan 21, 2026
Bare Financial Services, Inc History No change 2,000 113 0.03% 0.03% 1010 0 0.0% Q4 2025 Feb 06, 2026
Dogwood Wealth Management LLC History Reduced 1,868 106 0.05% 6.4% 1011 -252,711 -99.27% Q4 2025 Feb 04, 2026
NBT BANK N A /NY History Added to 1,001 103 0.01% 0.01% 1012 +2 0.2% Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 1,792 101 0.05% — 1013 +1,792 New Q4 2025 Feb 18, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 1,737 98 0.08% 0.1% 1014 -104 -5.65% Q4 2025 Feb 10, 2026
Basepoint Wealth LLC History New 1,669 94 0.06% — 1016 +1,669 New Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Reduced 1,658 94 0.02% 0.02% 1015 -25 -1.49% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History No change 1,628 92 0.02% 0.02% 1017 0 0.0% Q4 2025 Feb 03, 2026
MASECO LLP History New 1,606 91 0.0% — 1018 +1,606 New Q4 2025 Jan 22, 2026
Plante Moran Financial Advisors, LLC History Added to 1,533 87 0.01% 0.0% 1019 +928 153.39% Q4 2025 Feb 05, 2026
Pacific Center for Financial Services History No change 1,580 87 0.02% 0.02% 1020 0 0.0% Q4 2025 Feb 17, 2026
PINNEY & SCOFIELD, INC. History No change 1,514 86 0.05% 0.05% 1021 0 0.0% Q4 2025 Feb 13, 2026
Archer Investment Corp History Reduced 1,510 85 0.02% 0.02% 1022 -5 -0.33% Q4 2025 Jan 30, 2026
Manchester Capital Management LLC History Added to 1,450 82 0.01% 0.01% 1023 +486 50.41% Q4 2025 Feb 11, 2026
NVWM, LLC History No change 1,461 82 0.02% 0.02% 1024 0 0.0% Q4 2025 Jan 20, 2026
Westside Investment Management, Inc. History No change 1,438 81 0.01% 0.01% 1025 0 0.0% Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 1,371 77 0.03% — 1026 +1,371 New Q4 2025 Jan 23, 2026
Kingdom Financial Group LLC. History New 1,355 76 0.02% — 1027 +1,355 New Q4 2025 Feb 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 1,300 73 0.01% 0.01% 1028 +10 0.78% Q4 2025 Jan 14, 2026
Cornerstone Planning Group LLC History Added to 1,254 72 0.01% 0.0% 1030 +1,205 2459.18% Q4 2025 Feb 02, 2026
Crewe Advisors LLC History Added to 1,276 72 0.01% 0.0% 1029 +372 41.15% Q4 2025 Jan 16, 2026
TD Waterhouse Canada Inc. History No change 1,260 71 0.0% 0.0% 1031 0 0.0% Q4 2025 Jan 27, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,157 65 0.02% 0.03% 1032 0 0.0% Q4 2025 Jan 13, 2026
Asset Dedication, LLC History Reduced 1,122 63 0.0% 0.0% 1033 -90 -7.43% Q4 2025 Jan 26, 2026
Byrne Asset Management LLC History No change 177 62 0.03% 0.04% 1034 0 0.0% Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Added to 1,051 59 0.0% 0.0% 1035 +407 63.2% Q4 2025 Feb 11, 2026
Investment Research & Advisory Group, Inc. History New 1,021 58 0.02% — 1036 +1,021 New Q4 2025 Jan 20, 2026
Access Investment Management LLC History No change 1,050 58 0.02% 0.02% 1037 0 0.0% Q4 2025 Feb 02, 2026
Longview Financial Advisors LLC History No change 1,024 58 0.03% 0.03% 1038 0 0.0% Q4 2025 Jan 14, 2026
BALLAST ADVISORS LLC History Reduced 1,007 57 0.02% 0.02% 1039 -28 -2.71% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,000 56 0.0% 0.0% 1040 0 0.0% Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History Reduced 985 55 0.01% 0.01% 1041 -10 -1.01% Q4 2025 Jan 02, 2026
Newbridge Financial Services Group, Inc. History No change 911 51 0.01% 0.01% 1042 0 0.0% Q4 2025 Jan 21, 2026
STEPH & CO History No change 885 50 0.01% 0.01% 1043 0 0.0% Q4 2025 Jan 23, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 840 47 0.04% 0.05% 1045 -278 -24.87% Q4 2025 Feb 10, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 841 47 0.02% 0.02% 1044 0 0.0% Q4 2025 Jan 26, 2026
Wagner Wealth Management, LLC History Reduced 812 46 0.01% 0.01% 1046 -4 -0.49% Q4 2025 Jan 30, 2026
Steigerwald, Gordon & Koch Inc. History No change 796 45 0.0% 0.0% 1047 0 0.0% Q4 2025 Jan 23, 2026
TFC Financial Management, Inc. History No change 799 45 0.01% 0.01% 1048 0 0.0% Q4 2025 Jan 23, 2026
O'Domhnaill Enterprises, Inc. History New 761 43 0.04% — 1049 +761 New Q4 2025 Feb 17, 2026
Trust Co History New 724 41 0.0% — 1050 +724 New Q4 2025 Jan 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 735 41 0.01% 0.01% 1051 0 0.0% Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History New 702 40 0.01% — 1053 +702 New Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 708 40 0.0% 0.0% 1052 +4 0.57% Q4 2025 Jan 30, 2026
Kilter Group LLC History Added to 721 40 0.02% 0.02% 1054 +4 0.56% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 690 39 0.0% 0.0% 1055 +3 0.44% Q4 2025 Feb 04, 2026
IFC & Insurance Marketing, Inc. History New 664 38 0.04% — 1056 +664 New Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Added to 662 37 0.01% 0.01% 1057 +4 0.61% Q4 2025 Feb 06, 2026
FINANCIAL CONSULATE, INC History New 651 36 0.0% — 1058 +651 New Q4 2025 Jan 22, 2026
Legacy Wealth Managment, LLC/ID History No change 638 36 0.02% 0.02% 1059 0 0.0% Q4 2025 Feb 03, 2026
ATLAS CAPITAL ADVISORS INC. History New 619 35 0.0% — 1060 +619 New Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History New 612 34 0.01% — 1061 +612 New Q4 2025 Jan 15, 2026
Park Place Capital Corp History No change 597 33 0.01% 0.01% 1062 0 0.0% Q4 2025 Jan 09, 2026
ORG Wealth Partners, LLC History Added to 576 32 0.01% 0.01% 1064 +1 0.17% Q4 2025 Jan 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 569 32 0.0% 0.0% 1063 0 0.0% Q4 2025 Feb 12, 2026
CDKV HOLDINGS LLC History New 560 31 0.03% — 1066 +560 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 548 31 0.01% — 1065 +548 New Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Added to 537 30 0.0% 0.0% 1067 +3 0.56% Q4 2025 Jan 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 544 30 0.0% 0.0% 1068 0 0.0% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Added to 527 29 0.0% 0.0% 1069 +346 191.16% Q4 2025 Feb 02, 2026
TOMPKINS FINANCIAL CORP History No change 526 29 0.0% 0.0% 1070 0 0.0% Q4 2025 Jan 08, 2026
FIDUCIARY ADVISORS, INC. History Added to 508 28 0.02% 0.02% 1072 +3 0.59% Q4 2025 Jan 27, 2026
Atlantic Private Wealth, LLC History No change 503 28 0.02% 0.02% 1071 0 0.0% Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 462 26 0.01% — 1073 +462 New Q4 2025 Jan 20, 2026
GLENMEDE TRUST CO NA History New 442 25 0.0% — 1074 +442 New Q4 2025 Feb 17, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 451 25 0.01% 0.0% 1075 +314 229.2% Q4 2025 Jan 15, 2026
Key Capital Management, INC History New 440 24 0.02% — 1076 +440 New Q4 2025 Jan 26, 2026
Hartford Financial Management Inc. History No change 420 23 0.01% 0.01% 1077 0 0.0% Q4 2025 Jan 21, 2026
Capital Advisors, Ltd. LLC History Added to 395 22 0.0% 0.0% 1078 +40 11.27% Q4 2025 Jan 21, 2026
Washington Trust Advisors, Inc. History No change 402 22 0.0% 0.0% 1079 0 0.0% Q4 2025 Feb 03, 2026
ALBION FINANCIAL GROUP /UT History New 384 21 0.0% — 1080 +384 New Q4 2025 Jan 21, 2026
Elevated Capital Advisors, LLC History New 371 21 0.0% — 1081 +371 New Q4 2025 Jan 27, 2026
Game Plan Financial Advisors, LLC History No change 375 21 0.01% 0.01% 1082 0 0.0% Q4 2025 Jan 14, 2026
Hanson & Doremus Investment Management History No change 353 20 0.0% 0.0% 1083 0 0.0% Q4 2025 Jan 20, 2026
DecisionPoint Financial, LLC History New 344 19 0.0% — 1085 +344 New Q4 2025 Jan 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 340 19 0.0% 0.0% 1084 0 0.0% Q4 2025 Feb 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 328 18 0.0% 0.0% 1086 0 0.0% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 309 17 0.02% 0.01% 1088 +165 114.58% Q4 2025 Feb 10, 2026
CITY HOLDING CO History No change 305 17 0.0% 0.0% 1087 0 0.0% Q4 2025 Jan 22, 2026
New Millennium Group LLC History New 292 16 0.01% — 1091 +292 New Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History No change 284 16 0.0% 0.0% 1089 0 0.0% Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History No change 290 16 0.01% 0.01% 1090 0 0.0% Q4 2025 Jan 09, 2026
Team Financial Group, LLC History Added to 280 15 0.01% 0.01% 1092 +2 0.72% Q4 2025 Jan 13, 2026
Networth Advisors, LLC History New 263 14 0.01% — 1096 +263 New Q4 2025 Jan 22, 2026
Ransom Advisory, Ltd History New 250 14 0.01% — 1095 +250 New Q4 2025 Jan 06, 2026
United Community Bank History Reduced 264 14 0.01% 0.01% 1094 -115 -30.34% Q4 2025 Jan 30, 2026
Cherry Tree Wealth Management, LLC History No change 259 14 0.0% 0.0% 1093 0 0.0% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History New 238 13 0.0% — 1098 +238 New Q4 2025 Jan 15, 2026
Providence Capital Advisors, LLC History No change 229 13 0.0% 0.0% 1097 0 0.0% Q4 2025 Feb 12, 2026
Estate Planners Group, LLC History New 216 12 0.01% — 1100 +216 New Q4 2025 Apr 07, 2026
Avion Wealth History Added to 212 12 0.0% 0.0% 1099 +1 0.47% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History New 200 11 0.0% — 1101 +200 New Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History New 200 11 0.0% — 1102 +200 New Q4 2025 Feb 10, 2026
WPG Advisers, LLC History Added to 209 11 0.01% 0.01% 1104 +1 0.48% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History No change 198 11 0.0% 0.0% 1103 0 0.0% Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 190 10 0.01% — 1109 +190 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 179 10 0.0% 0.0% 1105 -77 -30.08% Q4 2025 Jan 26, 2026
Quest 10 Wealth Builders, Inc. History Reduced 190 10 0.01% 0.01% 1107 -17 -8.21% Q4 2025 Jan 29, 2026
Quaker Wealth Management, LLC History No change 183 10 0.0% 0.0% 1106 0 0.0% Q4 2025 Jan 28, 2026
Barnes Dennig Private Wealth Management LLC History No change 181 10 0.01% 0.01% 1108 0 0.0% Q4 2025 Jan 14, 2026
Abound Wealth Management History Reduced 174 9 0.0% 0.01% 1110 -209 -54.57% Q4 2025 Jan 12, 2026
BLUELINE ADVISORS LLC History New 140 7 0.01% — 1113 +140 New Q4 2025 Feb 10, 2026
Valued Wealth Advisors LLC History Reduced 124 7 0.0% 0.0% 1112 -50 -28.74% Q4 2025 Jan 30, 2026
REDMONT WEALTH ADVISORS LLC History No change 135 7 0.01% 0.01% 1111 0 0.0% Q4 2025 Feb 06, 2026
REAP Financial Group, LLC History New 116 6 0.0% — 1119 +116 New Q4 2025 Feb 10, 2026
Wilkerson Advisory Group LLC History New 111 6 0.0% — 1120 +111 New Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 114 6 0.0% 0.0% 1114 0 0.0% Q4 2025 Feb 12, 2026
EASTERN BANK History No change 120 6 0.0% 0.0% 1115 0 0.0% Q4 2025 Jan 14, 2026
Blume Capital Management, Inc. History No change 112 6 0.0% 0.0% 1116 0 0.0% Q4 2025 Feb 05, 2026
Anfield Capital Management, LLC History No change 118 6 0.0% 0.0% 1117 0 0.0% Q4 2025 Feb 03, 2026
GAMMA Investing LLC History No change 117 6 0.0% 0.0% 1118 0 0.0% Q4 2025 Jan 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 100 5 0.0% — 1123 +100 New Q4 2025 Feb 11, 2026
AMERIFLEX GROUP, INC. History New 92 5 0.0% — 1122 +92 New Q4 2025 Feb 18, 2026
BROWN BROTHERS HARRIMAN & CO History No change 95 5 0.0% 0.0% 1121 0 0.0% Q4 2025 Feb 12, 2026
CNB Bank History Reduced 72 4 0.0% 0.0% 1124 -18 -20.0% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History No change 87 4 0.0% 0.0% 1125 0 0.0% Q4 2025 Jan 08, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 66 3 0.0% 0.0% 1126 -19 -22.35% Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History No change 60 3 0.0% 0.0% 1127 0 0.0% Q4 2025 Jan 21, 2026
Monetary Solutions, Ltd History New 50 2 0.0% — 1131 +50 New Q4 2025 Feb 23, 2026
EPG Wealth Management LLC History Added to 43 2 0.0% 0.0% 1129 +20 86.96% Q4 2025 Jan 28, 2026
HORIZON BANCORP INC /IN/ History No change 36 2 0.0% 0.0% 1128 0 0.0% Q4 2025 Feb 11, 2026
Spurstone Advisory Services, LLC History No change 40 2 0.03% 0.03% 1130 0 0.0% Q4 2025 Jan 29, 2026
CALDWELL SUTTER CAPITAL, INC. History New 30 1 0.0% — 1132 +30 New Q4 2025 Jan 30, 2026
SITTNER & NELSON, LLC History New 17 1 0.0% — 1133 +17 New Q4 2025 Feb 11, 2026
Breakwater Investment Management History No change 26 1 0.0% 0.0% 1134 0 0.0% Q4 2025 Feb 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.01% — -1,244,355 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.03% — -377,400 -100.0% Q3 2025 Nov 14, 2025
Williams Financial, LLC History Closed out 0 0 — 20.18% — -353,680 -100.0% Q3 2025 Oct 24, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 — 0.36% — -136,245 -100.0% Q3 2025 Nov 06, 2025
HM PAYSON & CO History Closed out 0 0 — 0.1% — -121,945 -100.0% Q3 2025 Oct 17, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.43% — -91,201 -100.0% Q3 2025 Oct 15, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.37% — -50,765 -100.0% Q3 2025 Oct 21, 2025
Tower Wealth Partners, Inc. History Closed out 0 0 — 1.54% — -50,711 -100.0% Q3 2025 Nov 07, 2025
Faithward Advisors, LLC History Closed out 0 0 — 0.42% — -50,572 -100.0% Q3 2025 Nov 19, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.92% — -42,850 -100.0% Q3 2025 Oct 21, 2025
MANNING & NAPIER ADVISORS LLC History Closed out 0 0 — 0.03% — -39,406 -100.0% Q3 2025 Oct 27, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -28,800 -100.0% Q3 2025 Nov 13, 2025
SEVEN MILE ADVISORY History Closed out 0 0 — 0.25% — -28,006 -100.0% Q3 2025 Nov 13, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.67% — -27,357 -100.0% Q3 2025 Nov 06, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.18% — -26,473 -100.0% Q3 2025 Oct 31, 2025
Fund Evaluation Group, LLC History Closed out 0 0 — 0.05% — -26,020 -100.0% Q3 2025 Nov 12, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.02% — -18,741 -100.0% Q3 2025 Nov 14, 2025
Forthright Family Wealth Advisory LLC History Closed out 0 0 — 0.58% — -17,143 -100.0% Q3 2025 Nov 04, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.08% — -12,035 -100.0% Q3 2025 Nov 12, 2025
Continuum Advisory, LLC History Closed out 0 0 — 0.06% — -10,771 -100.0% Q3 2025 Oct 20, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 1.12% — -9,415 -100.0% Q3 2025 Nov 17, 2025
Thrive Capital Management, LLC History Closed out 0 0 — 0.11% — -7,518 -100.0% Q3 2025 Oct 28, 2025
Atlas Private Wealth Advisors History Closed out 0 0 — 0.1% — -7,417 -100.0% Q3 2025 Nov 04, 2025
Vectors Research Management, LLC History Closed out 0 0 — 0.12% — -6,798 -100.0% Q3 2025 Oct 28, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -5,850 -100.0% Q3 2025 Nov 14, 2025
Heritage Family Offices, LLP History Closed out 0 0 — 0.14% — -5,572 -100.0% Q3 2025 Oct 07, 2025
Claro Advisors Inc. History Closed out 0 0 — 0.04% — -5,398 -100.0% Q3 2025 Nov 12, 2025
EVOKE WEALTH, LLC History Closed out 0 0 — 0.01% — -5,190 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.04% — -5,076 -100.0% Q3 2025 Nov 10, 2025
Valtrion Capital Management, LLC History Closed out 0 0 — 0.3% — -5,020 -100.0% Q3 2025 Nov 14, 2025
FINANCIAL MANAGEMENT NETWORK INC History Closed out 0 0 — 0.05% — -4,901 -100.0% Q3 2025 Oct 29, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.04% — -4,165 -100.0% Q3 2025 Nov 12, 2025
Innovative Wealth Building LLC History Closed out 0 0 — 0.18% — -4,136 -100.0% Q3 2025 Nov 12, 2025
Cascade Financial Partners, LLC History Closed out 0 0 — 0.03% — -4,000 -100.0% Q3 2025 Oct 21, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.01% — -3,830 -100.0% Q3 2025 Oct 21, 2025
Invera Wealth Advisors, LLC History Closed out 0 0 — 0.13% — -3,809 -100.0% Q3 2025 Oct 29, 2025
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -3,683 -100.0% Q3 2025 Nov 14, 2025
Rockline Wealth Management, LLC History Closed out 0 0 — 0.04% — -3,647 -100.0% Q3 2025 Nov 03, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.18% — -2,386 -100.0% Q3 2025 Nov 07, 2025
Main Street Group, LTD History Closed out 0 0 — 0.03% — -1,635 -100.0% Q3 2025 Nov 07, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.06% — -1,627 -100.0% Q3 2025 Oct 15, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.01% — -1,618 -100.0% Q3 2025 Nov 05, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.04% — -1,253 -100.0% Q3 2025 Nov 10, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -1,030 -100.0% Q3 2025 Oct 29, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,018 -100.0% Q3 2025 Oct 07, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.04% — -898 -100.0% Q3 2025 Oct 07, 2025
Balentine LLC History Closed out 0 0 — 0.0% — -690 -100.0% Q3 2025 Nov 07, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -580 -100.0% Q3 2025 Mar 31, 2026
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -535 -100.0% Q3 2025 Oct 28, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -430 -100.0% Q3 2025 Nov 13, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -404 -100.0% Q3 2025 Nov 13, 2025
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -391 -100.0% Q3 2025 Oct 14, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.0% — -260 -100.0% Q3 2025 Oct 21, 2025
Boreal Capital Management LLC History Closed out 0 0 — 0.01% — -250 -100.0% Q3 2025 Feb 13, 2026
Kiker Wealth Management, LLC History Closed out 0 0 — 0.0% — -166 -100.0% Q3 2025 Oct 27, 2025
DEUTSCHE BANK AG\ History Closed out 0 0 — 0.0% — -135 -100.0% Q3 2025 Nov 13, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2025 Nov 12, 2025
Paladin Advisory Group, LLC History Closed out 0 0 — 0.0% — -61 -100.0% Q3 2025 Nov 05, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2025 Nov 14, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 17, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 14, 2025
Founders Capital Management History No change 4 0 — — — 0 0.0% Q4 2025 Jan 15, 2026
DHJJ Financial Advisors, Ltd. History No change 3 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History No change 16 0 — — — 0 0.0% Q4 2025 Jan 12, 2026