iSHARES TRUST - STIP

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 30,132,832 3,085,300 0.05% 0.05% 1 +282,141 0.95% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 4,371,869 447,636 0.85% 0.85% 2 +231,247 5.58% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,369,489 345,002 0.03% 0.01% 3 +1,614,232 91.97% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 2,803,155 287,014 0.08% 0.1% 4 -517,378 -15.58% Q4 2025 Feb 11, 2026
FMR LLC History Reduced 2,634,357 269,731 0.01% 0.02% 5 -236,233 -8.23% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 2,279,268 233,374 2.7% 2.56% 6 +142,348 6.66% Q4 2025 Jan 21, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 2,255,855 230,977 4.22% 4.31% 7 +109,416 5.1% Q4 2025 Jan 23, 2026
MORGAN STANLEY History Reduced 1,591,996 163,004 0.01% 0.01% 8 -231,301 -12.69% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,353,527 138,587 0.01% 0.01% 9 -172,309 -11.29% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 1,290,115 132,094 4.92% 3.79% 10 +366,392 39.66% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 1,148,502 117,595 2.31% 2.29% 11 +86,535 8.15% Q4 2025 Jan 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,119,136 114,588 0.63% 0.65% 12 +43,725 4.07% Q4 2025 Feb 11, 2026
3EDGE Asset Management, LP History Reduced 1,115,702 114,243 5.93% 6.88% 13 -64,006 -5.43% Q4 2025 Feb 06, 2026
Dynasty Wealth Management, LLC History Added to 1,094,255 112,040 1.1% 1.42% 14 +65,760 6.39% Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Added to 1,063,814 108,923 2.9% 2.79% 15 +79,701 8.1% Q4 2025 Jan 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 914,329 93,618 1.36% 1.33% 16 +52,085 6.04% Q4 2025 Feb 09, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 860,058 88,061 8.74% 8.73% 17 +28,572 3.44% Q4 2025 Jan 20, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 858,287 87,879 0.03% 0.1% 18 -2,461,593 -74.15% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 835,444 85,526 0.02% 0.02% 19 -86,288 -9.36% Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 798,027 81,709 2.14% 2.17% 20 +35,479 4.65% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 738,524 75,617 0.81% 0.69% 21 +293,986 66.13% Q4 2025 Jan 23, 2026
RAYMOND JAMES FINANCIAL INC History Added to 738,214 75,585 0.02% 0.02% 22 +42,441 6.1% Q4 2025 Feb 18, 2026
MASECO LLP History Added to 733,508 75,100 3.27% 3.44% 23 +46,249 6.73% Q4 2025 Jan 22, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History New 730,000 74,744 2.23% — 24 +730,000 New Q4 2025 Feb 13, 2026
Haverford Trust Co History Added to 666,530 68,246 0.61% 0.6% 25 +24,135 3.76% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 657,431 67,314 0.0% 0.0% 26 +10,659 1.65% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 633,446 64,681 0.09% 0.1% 27 +18,885 3.07% Q4 2025 Feb 11, 2026
KEATING INVESTMENT COUNSELORS INC History Added to 570,802 58,444 16.2% 16.22% 28 +21,086 3.84% Q4 2025 Jan 30, 2026
Tortoise Investment Management, LLC History Added to 566,503 58,004 5.09% 4.88% 29 +36,733 6.93% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 562,043 57,547 0.01% 0.01% 30 +58,807 11.69% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 556,671 56,997 0.4% 0.17% 31 +365,234 190.79% Q4 2025 Feb 18, 2026
Abacus Planning Group, Inc. History Added to 545,598 55,863 7.44% 6.69% 32 +76,433 16.29% Q4 2025 Jan 16, 2026
SCS Capital Management LLC History Added to 542,986 55,596 0.59% 0.57% 33 +40,809 8.13% Q4 2025 Feb 10, 2026
MARTIN & CO INC /TN/ History No change 537,540 55,038 9.45% 9.89% 34 0 0.0% Q4 2025 Feb 13, 2026
M. Kulyk & Associates, LLC History Added to 529,593 54,225 10.36% 10.87% 35 +12,024 2.32% Q4 2025 Jan 08, 2026
AlTi Global, Inc. History Reduced 517,838 53,021 1.14% 1.3% 36 -17,519 -3.27% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 516,640 52,898 0.9% 0.49% 37 +41,527 8.74% Q4 2025 Feb 18, 2026
Amplius Wealth Advisors, LLC History Added to 482,698 49,423 4.15% 4.19% 38 +13,280 2.83% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Reduced 452,502 46,331 0.09% 0.19% 39 -389,242 -46.24% Q4 2025 Jan 23, 2026
Cetera Investment Advisers History Reduced 446,272 45,693 0.05% 0.08% 40 -223,389 -33.36% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 436,684 44,712 0.82% 1.08% 41 -93,547 -17.64% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Reduced 428,603 43,884 1.99% 2.29% 42 -15,236 -3.43% Q4 2025 Feb 10, 2026
LVW Advisors, LLC History Added to 408,434 41,819 4.24% 4.24% 43 +6,519 1.62% Q4 2025 Jan 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 407,264 41,699 7.39% 5.78% 44 +106,266 35.3% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 400,463 41,003 2.08% 2.1% 45 +8,097 2.06% Q4 2025 Feb 03, 2026
ALTFEST L J & CO INC History Added to 381,591 39,071 4.28% 4.38% 46 +1,483 0.39% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Reduced 362,634 37,130 0.73% 0.91% 47 -56,666 -13.51% Q4 2025 Feb 02, 2026
SB Capital Management Inc History New 361,193 36,982 13.55% — 48 +361,193 New Q4 2025 Feb 20, 2026
SUMMITRY LLC History Reduced 347,762 35,607 1.48% 1.53% 49 -2,844 -0.81% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 345,191 35,344 0.57% 0.68% 50 +23,964 7.46% Q4 2025 Mar 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 331,428 33,934 0.02% 0.03% 51 -171,617 -34.12% Q4 2025 Feb 10, 2026
Kelman-Lazarov, Inc. History Added to 303,015 31,025 4.43% 4.32% 52 +21,344 7.58% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History Added to 301,594 30,880 0.0% 0.0% 53 +294,349 4062.79% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 301,332 30,853 0.44% 0.46% 54 +7,031 2.39% Q4 2025 Feb 02, 2026
Creative Planning History Added to 292,169 29,915 0.02% 0.01% 55 +128,569 78.59% Q4 2025 Feb 17, 2026
Austin Asset Management Co Inc History Added to 290,086 29,701 4.88% 5.42% 56 +2,250 0.78% Q4 2025 Feb 04, 2026
Prime Capital Investment Advisors, LLC History Added to 289,510 29,642 0.36% 0.34% 57 +24,482 9.24% Q4 2025 Jan 21, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 279,562 28,624 0.02% 0.02% 58 -89,307 -24.21% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 259,996 26,620 0.0% 0.0% 59 -7,253 -2.71% Q4 2025 Jan 29, 2026
EVOKE WEALTH, LLC History Added to 255,665 26,177 0.49% 0.49% 60 +21,762 9.3% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Added to 255,185 26,128 0.03% 0.03% 61 +668 0.26% Q4 2025 Feb 06, 2026
Seneca Financial Advisors LLC History Added to 234,385 23,998 7.3% 6.77% 62 +33,898 16.91% Q4 2025 Jan 26, 2026
ROCKLAND TRUST CO History Reduced 231,657 23,719 0.93% 0.99% 63 -1,888 -0.81% Q4 2025 Jan 15, 2026
MAI Capital Management History Added to 230,231 23,573 0.14% 0.15% 64 +4,502 1.99% Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Added to 226,345 23,175 1.65% 1.6% 65 +16,609 7.92% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 225,867 23,148 0.03% 0.04% 66 -12,436 -5.22% Q4 2025 Jan 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 222,052 22,735 0.29% 0.03% 67 +199,184 871.02% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 219,728 22,502 0.03% 0.06% 68 -174,913 -44.32% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History New 219,624 22,487 0.38% — 69 +219,624 New Q4 2025 Feb 17, 2026
JSF Financial, LLC History Added to 216,970 22,215 4.6% 4.76% 70 +9,158 4.41% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Reduced 213,300 21,839 3.97% 0.37% 71 -8,499 -3.83% Q4 2025 Mar 04, 2026
SoundView Advisors Inc. History New 210,264 21,528 7.51% — 72 +210,264 New Q4 2025 Feb 06, 2026
Stordahl Capital Management, Inc. History Added to 207,093 21,204 4.36% 4.32% 73 +8,176 4.11% Q4 2025 Jan 27, 2026
Kestra Investment Management, LLC History Added to 206,700 21,164 0.52% 0.51% 74 +24,177 13.25% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 199,724 20,450 0.0% — 75 +199,724 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 194,205 19,885 0.05% 0.06% 76 -15,183 -7.25% Q4 2025 Feb 05, 2026
Walker Financial Services, Inc. History Added to 187,932 19,242 6.97% 6.38% 77 +29,300 18.47% Q4 2025 Jan 28, 2026
Portland Global Advisors LLC History Added to 186,931 19,139 2.05% 2.08% 78 +6,933 3.85% Q4 2025 Feb 10, 2026
Parcion Private Wealth LLC History Added to 186,823 19,128 1.16% 1.19% 79 +2,240 1.21% Q4 2025 Jan 26, 2026
DDFG, Inc History Added to 186,354 19,080 4.18% 4.31% 80 +5,656 3.13% Q4 2025 Jan 08, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 182,916 18,728 2.7% 2.48% 81 +20,096 12.34% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History Added to 180,831 18,515 0.38% 0.35% 82 +13,310 7.95% Q4 2025 Feb 17, 2026
Financial Gravity Asset Management, Inc. History Added to 180,432 18,474 3.56% 3.39% 83 +14,600 8.8% Q4 2025 Feb 13, 2026
Stadion Money Management, LLC History Added to 180,229 18,453 1.5% 1.03% 84 +54,867 43.77% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 177,809 18,205 0.58% 0.59% 85 +2,140 1.22% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Reduced 177,769 18,201 0.07% 0.11% 86 -52,435 -22.78% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 177,558 18,180 0.0% 0.0% 87 -33,801 -15.99% Q4 2025 Mar 25, 2026
CITADEL ADVISORS LLC History Added to 177,273 18,150 0.0% 0.0% 88 +171,673 3065.59% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 173,830 17,798 0.32% 0.36% 89 +653 0.38% Q4 2025 Jan 16, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 170,803 17,488 5.54% 5.83% 90 -6,158 -3.48% Q4 2025 Jan 27, 2026
KWMG, LLC History Added to 167,651 17,165 1.48% 1.48% 91 +3,803 2.32% Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 167,148 17,114 0.01% 0.01% 92 -10,925 -6.14% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 166,473 17,045 0.01% 0.0% 93 +148,062 804.2% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 164,776 16,871 0.2% 0.17% 94 -20,676 -11.15% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 153,614 15,728 0.19% 0.17% 95 +28,558 22.84% Q4 2025 Jan 26, 2026
FIRST NATIONAL TRUST CO History Reduced 147,860 15,139 0.5% 0.55% 96 -6,259 -4.06% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History Added to 146,607 15,011 0.53% 0.71% 97 +6,861 4.91% Q4 2025 Jan 21, 2026
AJ Advisors, LLC History Added to 141,995 14,538 5.37% 5.56% 98 +10,489 7.98% Q4 2025 Jan 21, 2026
American Money Management, LLC History Added to 138,281 14,158 2.23% 2.26% 99 +7,471 5.71% Q4 2025 Feb 10, 2026
Amundi History No change 138,000 14,129 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History Added to 137,485 14,077 1.1% 1.15% 101 +976 0.71% Q4 2025 Jan 23, 2026
Ethos Financial Group, LLC History Added to 135,670 13,891 1.03% 0.95% 102 +17,975 15.27% Q4 2025 Jan 20, 2026
STIFEL FINANCIAL CORP History Reduced 135,225 13,846 0.01% 0.02% 103 -68,895 -33.75% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 134,148 13,735 0.03% 0.07% 104 -128,285 -48.88% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 133,101 13,628 0.0% 0.0% 105 -94,981 -41.64% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 129,854 13,295 0.02% 0.01% 106 +87,419 206.01% Q4 2025 Mar 09, 2026
GUGGENHEIM CAPITAL LLC History Reduced 127,920 13,097 0.09% 0.1% 107 -2,660 -2.04% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Added to 126,787 12,974 0.84% 0.74% 108 +16,184 14.63% Q4 2025 Jan 23, 2026
Park Edge Advisors, LLC History Added to 125,901 12,891 2.92% 2.93% 109 +2,985 2.43% Q4 2025 Jan 16, 2026
MCMORGAN & CO LLC History Added to 125,458 12,845 2.13% 1.93% 110 +4,021 3.31% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Added to 121,432 12,433 0.09% 0.09% 111 +3,872 3.29% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 118,473 12,130 0.53% 0.54% 112 +3,311 2.88% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 117,132 11,993 0.29% 0.31% 113 +7,936 7.27% Q4 2025 Feb 17, 2026
Prasad Wealth Partners, LLC History Reduced 115,459 11,821 3.15% 3.46% 114 -4,686 -3.9% Q4 2025 Jan 27, 2026
Cascade Financial Partners, LLC History Added to 113,452 11,616 1.18% 0.92% 115 +35,588 45.71% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 112,703 11,539 0.02% 0.02% 116 -9,301 -7.62% Q4 2025 Feb 12, 2026
Holcombe Financial, Inc. History Added to 108,838 11,143 7.0% 7.74% 117 +1,600 1.49% Q4 2025 Jan 27, 2026
Ethos Capital Management, Inc. History New 108,679 11,127 10.48% — 118 +108,679 New Q4 2025 Jan 21, 2026
ALESCO ADVISORS LLC History Added to 104,209 10,669 0.28% 0.28% 119 +5,455 5.52% Q4 2025 Jan 28, 2026
COURIER CAPITAL LLC History Added to 102,731 10,518 0.59% 0.6% 120 +648 0.63% Q4 2025 Jan 29, 2026
Prime Buchholz LLC History Reduced 101,914 10,434 6.19% 9.08% 121 -57,956 -36.25% Q4 2025 Feb 11, 2026
Greenline Partners, LLC History Reduced 99,604 10,198 1.17% 1.28% 122 -2,070 -2.04% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 99,034 10,140 0.42% 0.37% 123 +14,505 17.16% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 98,827 10,118 0.21% 0.15% 124 +34,753 54.24% Q4 2025 Feb 03, 2026
Northland Capital Management LLC History Reduced 98,692 10,105 5.66% 6.46% 125 -8,254 -7.72% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 97,728 10,006 0.02% 0.02% 126 +20,034 25.79% Q4 2025 Mar 16, 2026
Financial Plan, Inc. History New 97,695 10,002 1.15% — 127 +97,695 New Q4 2025 Jan 28, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 97,190 9,951 3.0% 3.04% 128 +3,148 3.35% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Reduced 97,086 9,941 0.02% 0.05% 129 -91,091 -48.41% Q4 2025 Feb 11, 2026
Discipline Wealth Solutions, LLC History Added to 95,783 9,807 1.82% 2.43% 130 +6,741 7.57% Q4 2025 Jan 26, 2026
Municipal Employees' Retirement System of Michigan History Reduced 95,402 9,768 0.11% 0.15% 131 -25,798 -21.29% Q4 2025 Feb 06, 2026
Portfolio Design Labs, LLC History Reduced 94,680 9,694 1.6% 1.72% 132 -2,052 -2.12% Q4 2025 Feb 11, 2026
Lake Hills Wealth Management, LLC History Added to 94,542 9,680 5.05% 3.05% 133 +39,296 71.13% Q4 2025 Jan 07, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 93,853 9,609 0.15% 0.18% 134 0 0.0% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 92,620 9,483 0.11% 0.13% 135 -11,156 -10.75% Q4 2025 Jan 15, 2026
Columbus Macro, LLC History Reduced 92,287 9,449 1.03% 1.09% 136 -433 -0.47% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History Reduced 92,070 9,427 0.16% 0.14% 137 -6,543 -6.64% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Added to 90,899 9,307 0.42% 0.4% 138 +7,984 9.63% Q4 2025 Jan 27, 2026
Clear Creek Financial Management, LLC History Added to 90,106 9,225 0.75% 0.68% 139 +13,694 17.92% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History New 88,430 9,054 0.19% — 140 +88,430 New Q4 2025 Feb 12, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 84,703 8,672 2.68% 2.69% 141 +3,705 4.57% Q4 2025 Feb 12, 2026
Lutz Financial Services LLC History Added to 83,383 8,537 0.58% 0.57% 142 +7,008 9.18% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Added to 82,309 8,427 0.02% 0.02% 143 +282 0.34% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 82,000 8,395 0.02% 0.03% 144 +3,000 3.8% Q4 2025 Jan 26, 2026
Financial Planning Navigators CORP History New 81,605 8,355 3.84% — 145 +81,605 New Q4 2025 Jan 16, 2026
Ascent Group, LLC History Reduced 79,625 8,152 0.28% 0.31% 146 -6,217 -7.24% Q4 2025 Jan 20, 2026
Kovitz Investment Group Partners, LLC History Added to 79,493 8,139 0.18% 0.02% 147 +26,859 51.03% Q4 2025 Feb 20, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 78,457 8,033 5.49% 5.29% 148 +8,047 11.43% Q4 2025 Jan 27, 2026
Equita Financial Network, Inc. History Added to 77,531 7,938 2.39% 2.31% 149 +11,278 17.02% Q4 2025 Jan 29, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 77,384 7,923 3.83% 3.82% 150 +2,838 3.81% Q4 2025 Jan 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 76,483 7,831 0.41% 0.44% 151 +7,612 11.05% Q4 2025 Jan 26, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 76,000 7,781 0.01% — 152 +76,000 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 74,500 7,628 0.01% 0.07% 153 -459,900 -86.06% Q4 2025 Feb 12, 2026
Sugar Maple Asset Management, LLC History Added to 73,545 7,530 5.06% 5.16% 154 +3,762 5.39% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 73,111 7,485 0.01% 0.01% 155 +22,123 43.39% Q4 2025 Feb 18, 2026
Western Reserve Capital Management, LLC History New 72,782 7,452 6.95% — 156 +72,782 New Q4 2025 Feb 10, 2026
Integris Wealth Management, LLC History Added to 71,788 7,350 1.67% 1.67% 157 +5,226 7.85% Q4 2025 Jan 21, 2026
Quadcap Wealth Management, LLC History Added to 70,662 7,211 0.82% 0.83% 158 +2,685 3.95% Q4 2025 Jan 29, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 70,214 7,189 5.37% 5.61% 159 +3,504 5.25% Q4 2025 Feb 10, 2026
McIlrath & Eck, LLC History Added to 69,304 7,095 0.66% 0.64% 160 +9,179 15.27% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 68,774 7,041 0.13% 0.14% 161 +1,848 2.76% Q4 2025 Jan 16, 2026
Aznar Financial Advisors, LLC History New 67,576 6,919 6.65% — 162 +67,576 New Q4 2025 Feb 19, 2026
TRUIST FINANCIAL CORP History Reduced 66,232 6,781 0.01% 0.02% 163 -59,109 -47.16% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 65,703 6,727 0.01% 0.01% 164 +25,972 65.37% Q4 2025 Feb 13, 2026
Bleakley Financial Group, LLC History Reduced 64,103 6,563 0.11% 0.16% 165 -822 -1.27% Q4 2025 Feb 09, 2026
Blueprint Investment Partners LLC History Reduced 63,867 6,539 0.7% 1.2% 166 -19,046 -22.97% Q4 2025 Feb 17, 2026
New Capital Management LP History Reduced 62,461 6,395 1.61% 1.72% 167 -1,206 -1.89% Q4 2025 Jan 20, 2026
Alhambra Investment Management LLC History Added to 61,399 6,286 2.92% 2.84% 168 +3,627 6.28% Q4 2025 Jan 15, 2026
Straight Path Wealth Management History Added to 60,175 6,161 1.66% 1.6% 169 +2,671 4.64% Q4 2025 Feb 11, 2026
B. Riley Wealth Advisors, Inc. History Reduced 60,078 6,151 0.28% 0.3% 170 -3,528 -5.55% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 59,856 6,128 0.05% — 171 +59,856 New Q4 2025 Feb 18, 2026
City State Bank History Reduced 59,331 6,074 1.66% 1.78% 172 -412 -0.69% Q4 2025 Jan 28, 2026
Kure Advisory, LLC History Added to 59,052 6,046 3.38% 3.51% 173 +4,082 7.43% Q4 2025 Jan 08, 2026
Fischer Financial Services, Inc. History Added to 58,092 5,948 1.57% 1.59% 174 +924 1.62% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 57,652 5,902 0.0% 0.0% 175 +5,034 9.57% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 57,001 5,836 0.19% — 176 +57,001 New Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 57,001 5,836 0.01% 0.01% 177 -5,975 -9.49% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 56,918 5,827 0.01% 0.01% 178 +4,089 7.74% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 56,172 5,751 0.36% 0.38% 179 +835 1.51% Q4 2025 Feb 06, 2026
Friedenthal Financial History Added to 54,894 5,620 2.89% 2.71% 180 +4,071 8.01% Q4 2025 Jan 27, 2026
FIFTH THIRD SECURITIES, INC. History Added to 54,395 5,569 0.36% 0.35% 181 +5,034 10.2% Q4 2025 Jan 23, 2026
Perfromance Wealth Partners, LLC History Added to 54,364 5,566 0.15% 0.15% 182 +981 1.84% Q4 2025 Jan 21, 2026
NorthCrest Asset Manangement, LLC History Added to 54,211 5,556 0.12% 0.13% 183 +1,230 2.32% Q4 2025 Jan 08, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 54,243 5,553 3.88% 3.94% 184 +4,989 10.13% Q4 2025 Feb 11, 2026
Arlington Financial Advisors, LLC History New 53,953 5,524 0.79% — 185 +53,953 New Q4 2025 Jan 12, 2026
Advisory Services Network, LLC History Reduced 53,933 5,522 0.08% 0.08% 186 -131 -0.24% Q4 2025 Feb 17, 2026
Family Legacy Financial Solutions, LLC History Added to 53,899 5,519 4.25% 3.75% 187 +6,552 13.84% Q4 2025 Jan 20, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 53,720 5,500 2.37% 1.91% 188 +12,670 30.86% Q4 2025 Jan 12, 2026
Sanctuary Advisors, LLC History Added to 52,213 5,346 0.03% 0.0% 189 +44,502 577.12% Q4 2025 Jan 29, 2026
Wealthspire Retirement, LLC History Added to 51,317 5,254 0.32% 0.26% 190 +11,612 29.25% Q4 2025 Feb 18, 2026
Altiora Financial Group, LLC History Added to 50,984 5,220 0.9% 0.94% 191 +1,452 2.93% Q4 2025 Feb 12, 2026
Wealthcare Capital Partners, LLC History Added to 50,568 5,177 2.43% 2.31% 192 +2,014 4.15% Q4 2025 Jan 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 50,204 5,140 0.13% 0.16% 193 -7,897 -13.59% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 48,960 5,013 0.11% 0.12% 194 +2,513 5.41% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Reduced 48,600 4,976 0.02% 0.03% 195 -3,062 -5.93% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 47,884 4,903 0.01% 0.01% 196 +8,575 21.81% Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 47,602 4,873 0.54% 0.61% 197 -3,068 -6.05% Q4 2025 Jan 08, 2026
HOME FEDERAL BANK OF TENNESSEE History Added to 46,876 4,799 1.25% 1.22% 198 +2,784 6.31% Q4 2025 Jan 20, 2026
Slow Capital, Inc. History Added to 46,457 4,756 0.57% 0.45% 199 +9,038 24.15% Q4 2025 Jan 26, 2026
Stone Summit Wealth LLC History Added to 45,869 4,696 1.27% 1.28% 200 +2,214 5.07% Q4 2025 Jan 27, 2026
Equitable Holdings, Inc. History Reduced 45,618 4,670 0.03% 0.04% 201 -11,207 -19.72% Q4 2025 Feb 17, 2026
SEMITAM BONAM LLC History Added to 45,519 4,660 3.88% 3.95% 202 +2,741 6.41% Q4 2025 Jan 20, 2026
Trek Financial, LLC History Reduced 45,098 4,617 0.27% 0.38% 203 -16,564 -26.86% Q4 2025 Feb 04, 2026
Arcataur Capital Management LLC History Reduced 43,849 4,489 1.29% 1.35% 204 -535 -1.21% Q4 2025 Jan 27, 2026
Kestra Advisory Services, LLC History Added to 43,513 4,455 0.02% 0.02% 205 +330 0.76% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History Added to 43,404 4,444 0.62% 0.61% 206 +1,680 4.03% Q4 2025 Jan 29, 2026
Royal Harbor Partners, LLC History Added to 43,118 4,414 1.46% 1.47% 207 +1,318 3.15% Q4 2025 Feb 19, 2026
Portside Wealth Group, LLC History Added to 41,594 4,258 0.57% 0.55% 208 +2,921 7.55% Q4 2025 Jan 21, 2026
Jump Financial, LLC History New 39,736 4,068 0.05% — 209 +39,736 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 39,271 4,021 0.25% 0.07% 210 +35,707 1001.88% Q4 2025 Feb 10, 2026
Ares Financial Consulting, LLC History New 38,938 3,986 3.8% — 211 +38,938 New Q4 2025 Jan 30, 2026
CreativeOne Wealth, LLC History Reduced 38,812 3,973 0.1% 0.23% 212 -51,086 -56.83% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 38,500 3,936 0.0% 0.01% 213 -5,200 -11.9% Q4 2025 Feb 18, 2026
Dogwood Wealth Management LLC History Reduced 38,223 3,913 1.72% 1.85% 214 -1,222 -3.1% Q4 2025 Feb 04, 2026
American Wealth Advisors, LLC History Added to 37,955 3,876 3.81% 3.87% 215 +97 0.26% Q4 2025 Jan 26, 2026
CFS Investment Advisory Services, LLC History Reduced 37,612 3,851 0.28% 0.44% 216 -19,107 -33.69% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 37,114 3,800 0.17% 0.18% 217 -1,224 -3.19% Q4 2025 Jan 22, 2026
Copia Wealth Management History Added to 36,492 3,736 2.67% 2.72% 218 +1,016 2.86% Q4 2025 Feb 06, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 35,676 3,652 0.19% 0.18% 219 +1,820 5.38% Q4 2025 Feb 17, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 35,285 3,612 0.78% 1.13% 220 -11,212 -24.11% Q4 2025 Feb 02, 2026
Echo45 Advisors LLC History Reduced 35,189 3,602 2.06% 2.44% 221 -5,138 -12.74% Q4 2025 Feb 06, 2026
Brooklyn FI, LLC History Added to 34,664 3,549 0.76% 0.63% 222 +7,529 27.75% Q4 2025 Jan 21, 2026
Hudson Portfolio Management LLC History Added to 34,333 3,515 3.03% 3.14% 223 +57 0.17% Q4 2025 Feb 13, 2026
Passive Capital Management, LLC. History Added to 33,912 3,472 1.09% 1.12% 224 +730 2.2% Q4 2025 Feb 05, 2026
Blueprint Financial Advisors LLC History Reduced 33,652 3,445 0.53% 0.9% 225 -6,463 -16.11% Q4 2025 Feb 13, 2026
Martin Capital Partners, LLC History Added to 33,351 3,415 1.28% 1.34% 226 +6 0.02% Q4 2025 Jan 06, 2026
Madden Advisory Services, Inc. History Added to 33,217 3,401 1.37% 1.31% 227 +527 1.61% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History Added to 33,026 3,381 0.53% 0.37% 228 +10,828 48.78% Q4 2025 Feb 24, 2026
Collaborative Wealth Managment Inc. History Added to 32,826 3,361 1.18% 0.77% 229 +14,417 78.31% Q4 2025 Feb 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 32,770 3,355 0.06% 0.07% 230 +2,221 7.27% Q4 2025 Feb 19, 2026
Perennial Investment Advisors, LLC History Added to 31,357 3,214 0.25% 0.24% 231 +3,327 11.87% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 31,059 3,180 0.09% 0.07% 232 +6,963 28.9% Q4 2025 Jan 30, 2026
SOFI WEALTH, LLC History Added to 30,864 3,160 0.16% 0.16% 233 +2,108 7.33% Q4 2025 Jan 30, 2026
Maltin Wealth Management, Inc. History Added to 30,460 3,118 1.24% 1.26% 234 +1,164 3.97% Q4 2025 Jan 15, 2026
Savant Capital, LLC History Added to 30,382 3,110 0.02% 0.02% 235 +163 0.54% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 30,025 3,074 0.0% — 236 +30,022 1000733.33% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 29,780 3,049 0.18% 0.21% 237 -16,111 -35.11% Q4 2025 Jan 30, 2026
MUSTICO FINANCIAL GROUP, INC. History Reduced 29,753 3,048 2.35% 3.05% 238 -6,253 -17.37% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Added to 29,760 3,047 1.11% 0.22% 239 +24,156 431.05% Q4 2025 Jan 27, 2026
Apex Wealth Management, LLC History Reduced 29,727 3,044 3.09% 2.33% 240 -1,805 -5.72% Q4 2025 Jan 26, 2026
Chicago Partners Investment Group LLC History Added to 29,617 3,036 0.07% 0.07% 241 +3,194 12.09% Q4 2025 Jan 28, 2026
Trademark Financial Management, LLC History Reduced 29,100 2,979 1.64% 1.8% 242 -882 -2.94% Q4 2025 Jan 28, 2026
Koss-Olinger Consulting, LLC History Reduced 29,075 2,977 0.23% 0.27% 243 -2,360 -7.51% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 28,906 2,959 0.06% 0.18% 244 -50,738 -63.71% Q4 2025 Feb 02, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 28,794 2,948 1.99% 1.88% 245 +1,436 5.25% Q4 2025 Feb 04, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 28,584 2,928 0.2% 0.19% 246 +4,134 16.91% Q4 2025 Jan 15, 2026
Breakwater Capital Group History Reduced 28,522 2,920 0.41% 0.45% 247 -774 -2.64% Q4 2025 Jan 09, 2026
AMARA FINANCIAL, LLC. History Added to 27,738 2,840 1.97% 1.92% 248 +2,547 10.11% Q4 2025 Feb 03, 2026
Soltis Investment Advisors LLC History Reduced 27,522 2,817 0.19% 0.22% 249 -3,721 -11.91% Q4 2025 Apr 02, 2026
Integrated Advisors Network LLC History Reduced 27,451 2,810 0.12% 0.12% 250 -1,075 -3.77% Q4 2025 Feb 17, 2026
LongView Wealth Management History Added to 27,340 2,802 0.68% 0.69% 251 +2,661 10.78% Q4 2025 Jan 13, 2026
Beckerman Institutional, LLC History Reduced 27,196 2,784 1.56% 1.67% 252 -196 -0.72% Q4 2025 Feb 10, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 26,953 2,759 0.3% 0.31% 253 -61 -0.23% Q4 2025 Jan 29, 2026
Aptus Capital Advisors, LLC History Reduced 26,907 2,755 0.02% 0.03% 254 -7,910 -22.72% Q4 2025 Feb 13, 2026
Van Hulzen Asset Management, LLC History Added to 26,625 2,726 0.2% 0.18% 255 +3,293 14.11% Q4 2025 Feb 06, 2026
Investment Partners Asset Management, Inc. History Added to 26,606 2,724 1.7% 1.33% 256 +6,996 35.68% Q4 2025 Jan 15, 2026
Chesley Taft & Associates LLC History Added to 26,555 2,718 0.11% 0.11% 257 +1,609 6.45% Q4 2025 Jan 14, 2026
CWM, LLC History Reduced 26,509 2,714 0.01% 0.02% 258 -27,260 -50.7% Q4 2025 Jan 26, 2026
FFG RETIREMENT ADVISORS LLC History Added to 26,348 2,697 1.67% 1.69% 259 +50 0.19% Q4 2025 Jan 12, 2026
VAN STRUM & TOWNE INC. History New 26,182 2,680 0.75% — 260 +26,182 New Q4 2025 Feb 03, 2026
Eagle Wealth Advisors LLC History New 25,969 2,658 2.27% — 261 +25,969 New Q4 2025 Jan 29, 2026
Fairway Wealth LLC History Added to 25,941 2,656 0.72% 0.65% 262 +3,643 16.34% Q4 2025 Jan 28, 2026
Elevated Financial Group LLC History New 25,842 2,645 0.91% — 263 +25,842 New Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 25,750 2,636 0.01% 0.02% 264 -10,041 -28.05% Q4 2025 Feb 12, 2026
Snider Financial Group History New 25,355 2,596 0.69% — 265 +25,355 New Q4 2025 Jan 21, 2026
DMC Group, LLC History Added to 25,210 2,581 1.72% 1.69% 266 +1,583 6.7% Q4 2025 Jan 21, 2026
Regal Investment Advisors LLC History Reduced 25,198 2,579 0.15% 0.22% 267 -7,429 -22.77% Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History Reduced 25,168 2,576 0.19% 0.2% 268 -78 -0.31% Q4 2025 Jan 16, 2026
Fortis Advisors, LLC History Added to 25,127 2,572 1.39% 1.44% 269 +325 1.31% Q4 2025 Feb 10, 2026
Carr Financial Group Corp History Added to 25,007 2,560 0.68% 0.68% 270 +1,060 4.43% Q4 2025 Jan 09, 2026
Independent Wealth Network Inc. History Added to 24,484 2,506 0.77% 0.75% 271 +1,937 8.59% Q4 2025 Jan 26, 2026
Alpha Omega Wealth Management LLC History Reduced 24,377 2,495 0.41% 0.42% 272 -102 -0.42% Q4 2025 Jan 22, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 23,578 2,443 1.07% 1.04% 273 +85 0.36% Q4 2025 Feb 17, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 23,642 2,420 1.56% 1.3% 274 +4,521 23.64% Q4 2025 Jan 29, 2026
Montecito Bank & Trust History Reduced 23,550 2,411 0.38% 0.4% 275 -1,180 -4.77% Q4 2025 Jan 09, 2026
LifeGuide Financial Advisors, LLC History Added to 23,517 2,407 0.8% 0.79% 276 +2,470 11.74% Q4 2025 Jan 05, 2026
CGN Advisors LLC History Added to 23,272 2,382 0.19% 0.17% 277 +3,569 18.11% Q4 2025 Jan 05, 2026
Ignite Planners, LLC History Reduced 23,101 2,378 0.36% 0.42% 278 -1,659 -6.7% Q4 2025 Feb 06, 2026
EQ WEALTH ADVISORS, LLC History Reduced 22,948 2,349 1.39% 1.62% 279 -929 -3.89% Q4 2025 Feb 02, 2026
Traub Capital Management LLC History Added to 22,647 2,318 2.23% 2.29% 280 +255 1.14% Q4 2025 Jan 29, 2026
Virtus Family Office LLC History Added to 22,427 2,296 1.98% 1.94% 281 +2,384 11.89% Q4 2025 Feb 03, 2026
Portland Financial Advisors Inc History Added to 22,111 2,263 4.81% 4.76% 282 +484 2.24% Q4 2025 Feb 06, 2026
Approach Retirement Advisors, LLC History New 21,883 2,240 1.93% — 283 +21,883 New Q4 2025 Jan 29, 2026
Peak Financial Management, Inc. History Reduced 21,562 2,207 0.57% 0.6% 284 -446 -2.03% Q4 2025 Jan 23, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 21,063 2,156 0.72% 0.74% 285 -200 -0.94% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 20,605 2,109 0.01% 0.1% 286 -242,324 -92.16% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 20,218 2,070 0.13% 0.12% 287 +1,234 6.5% Q4 2025 Feb 09, 2026
Independent Family Office, LLC History Added to 20,070 2,054 0.86% 0.59% 288 +6,670 49.78% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 19,995 2,048 0.03% 0.04% 289 -6,173 -23.59% Q4 2025 Jan 23, 2026
Arete Wealth Advisors, LLC History Reduced 19,871 2,035 0.12% 0.15% 290 -3,563 -15.2% Q4 2025 Feb 13, 2026
Financial & Tax Architects, LLC History Reduced 19,816 2,028 0.46% 0.48% 291 -1,283 -6.08% Q4 2025 Jan 21, 2026
Fund Evaluation Group, LLC History New 19,514 1,998 0.07% — 292 +19,514 New Q4 2025 Feb 11, 2026
Strategic Financial Concepts, LLC History New 19,217 1,967 1.8% — 293 +19,217 New Q4 2025 Feb 09, 2026
Sharper & Granite LLC History Added to 19,005 1,945 0.69% 0.69% 294 +360 1.93% Q4 2025 Jan 27, 2026
21 West Wealth Management LLC History Added to 18,926 1,937 1.77% 1.63% 295 +2,299 13.83% Q4 2025 Jan 13, 2026
Capasso Planning Partners LLC History Added to 18,913 1,936 1.06% 0.54% 296 +10,344 120.71% Q4 2025 Feb 17, 2026
Liberty Atlantic Advisors LLC History New 18,868 1,931 1.9% — 297 +18,868 New Q4 2025 Feb 03, 2026
Evelyn Partners Investment Management LLP History Added to 18,825 1,927 0.05% 0.04% 298 +5,643 42.81% Q4 2025 Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 18,760 1,920 0.12% 0.14% 299 -1,149 -5.77% Q4 2025 Jan 26, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,464 1,890 0.0% 0.0% 300 +141 0.77% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 18,183 1,861 0.02% 0.02% 301 +5,500 43.37% Q4 2025 Feb 05, 2026
TritonPoint Partners, LLC History New 18,171 1,860 0.99% — 302 +18,171 New Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 17,946 1,837 0.15% 0.15% 303 +2,200 13.97% Q4 2025 Jan 13, 2026
Mendota Financial Group, LLC History Added to 17,903 1,833 1.33% 1.09% 304 +3,764 26.62% Q4 2025 Jan 20, 2026
Heritage Investment Group, Inc. History Added to 17,900 1,832 0.28% 0.26% 305 +2,190 13.94% Q4 2025 Jan 30, 2026
Vigilare Wealth Management History Reduced 17,848 1,827 0.61% 1.99% 306 -37,656 -67.84% Q4 2025 Jan 07, 2026
Balance Wealth, LLC History Reduced 17,806 1,823 0.59% 0.86% 307 -15,724 -46.9% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 17,680 1,810 0.02% 0.13% 308 -137,521 -88.61% Q4 2025 Jan 05, 2026
BridgePort Financial Solutions, LLC History Reduced 17,580 1,800 0.48% 0.51% 309 -672 -3.68% Q4 2025 Jan 16, 2026
One Wealth Map LLC History Added to 17,357 1,783 0.91% 0.92% 310 +444 2.63% Q4 2025 Feb 04, 2026
Spartan Planning & Wealth Management History Reduced 17,353 1,776 1.31% 2.02% 311 -7,697 -30.73% Q4 2025 Jan 08, 2026
TAGStone Capital, Inc. History Added to 16,982 1,738 0.65% 0.55% 312 +3,572 26.64% Q4 2025 Feb 10, 2026
Sellwood Investment Partners LLC History Added to 16,812 1,721 0.67% 0.6% 313 +2,232 15.31% Q4 2025 Jan 26, 2026
Fermata Advisors, LLC History Reduced 16,771 1,717 0.41% 0.5% 314 -2,170 -11.46% Q4 2025 Jan 08, 2026
CITIGROUP INC History Added to 16,661 1,705 0.0% 0.0% 315 +609 3.79% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 16,643 1,704 0.06% 0.07% 316 -733 -4.22% Q4 2025 Jan 27, 2026
McCartney Wealth Management LLC History New 16,147 1,653 1.43% — 317 +16,147 New Q4 2025 Feb 17, 2026
Successful Portfolios LLC History Reduced 15,859 1,625 0.83% 0.96% 318 -77 -0.48% Q4 2025 Jan 23, 2026
Prosperity Planning, Inc. History Reduced 15,680 1,605 0.42% 0.44% 319 -68 -0.43% Q4 2025 Jan 14, 2026
Atria Investments, Inc History Reduced 15,588 1,596 0.02% 0.03% 320 -9,789 -38.57% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 15,576 1,595 0.05% 0.06% 321 -5,636 -26.57% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 15,512 1,588 0.41% — 322 +15,512 New Q4 2025 Feb 17, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 15,372 1,573 0.42% 0.35% 323 +3,154 25.81% Q4 2025 Feb 05, 2026
Sowell Financial Services LLC History Added to 15,159 1,552 0.06% 0.06% 324 +204 1.36% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 15,029 1,538 0.01% 0.09% 325 -111,320 -88.11% Q4 2025 Feb 17, 2026
Matrix Trust Co History Added to 14,947 1,530 0.25% 0.24% 326 +230 1.56% Q4 2025 Jan 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Added to 14,894 1,524 0.94% 0.23% 327 +11,554 345.93% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Added to 14,875 1,523 0.01% 0.0% 328 +6,140 70.29% Q4 2025 Feb 06, 2026
DecisionMap Wealth Management, LLC History Added to 14,782 1,513 0.93% 0.91% 329 +1,047 7.62% Q4 2025 Jan 07, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 1,501 0.64% 0.63% 331 -14,844 -100.0% Q3 2025 Nov 14, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 14,664 1,501 0.02% 0.02% 330 +2,968 25.38% Q4 2025 Jan 29, 2026
MONTAG A & ASSOCIATES INC History New 14,498 1,484 0.07% — 332 +14,498 New Q4 2025 Feb 02, 2026
Focus Partners Advisor Solutions, LLC History Reduced 14,374 1,471 0.02% 0.03% 333 -8,226 -36.4% Q4 2025 Feb 11, 2026
VanderPol Investments L.L.C. History Reduced 14,358 1,470 2.56% 2.64% 334 -355 -2.41% Q4 2025 Feb 04, 2026
Virtue Capital Management, LLC History Reduced 14,076 1,441 0.22% 1.43% 335 -28,962 -67.29% Q4 2025 Feb 18, 2026
Tyche Wealth Partners LLC History Added to 13,979 1,431 0.23% 0.23% 336 +1,401 11.14% Q4 2025 Jan 23, 2026
VERITY Wealth Advisors History No change 13,841 1,417 0.88% 0.9% 337 0 0.0% Q4 2025 Jan 07, 2026
Global Retirement Partners, LLC History Reduced 13,467 1,378 0.02% 0.04% 338 -5,576 -29.28% Q4 2025 Feb 06, 2026
&PARTNERS History Reduced 13,550 1,364 0.01% 0.01% 339 -4,189 -23.61% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 13,192 1,352 0.01% 0.02% 340 0 0.0% Q4 2025 Jan 26, 2026
CARDIFF PARK ADVISORS, LLC History Added to 13,200 1,351 0.11% 0.1% 341 +1,034 8.5% Q4 2025 Feb 17, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 13,010 1,332 0.67% 0.78% 342 -1,773 -11.99% Q4 2025 Jan 23, 2026
JGP Wealth Management, LLC History Added to 12,950 1,325 0.14% 0.11% 343 +2,960 29.63% Q4 2025 Jan 12, 2026
Brand Asset Management Group, Inc. History Reduced 12,934 1,324 0.37% 0.4% 344 -855 -6.2% Q4 2025 Feb 11, 2026
Blue Edge Capital, LLC History Added to 12,883 1,319 0.18% 0.07% 345 +8,085 168.51% Q4 2025 Feb 12, 2026
RDA Financial Network History Added to 12,713 1,301 0.31% 0.32% 346 +5 0.04% Q4 2025 Jan 06, 2026
Vestmark Advisory Solutions, Inc. History Added to 12,653 1,295 0.02% 0.02% 347 +2,841 28.95% Q4 2025 Feb 06, 2026
XY Planning Network, Inc. History Reduced 12,613 1,291 0.22% 0.5% 348 -1,532 -10.83% Q4 2025 Jan 26, 2026
Comprehensive Money Management Services LLC History No change 12,179 1,247 0.86% 0.89% 349 0 0.0% Q4 2025 Jan 22, 2026
Wallace Advisory Group, LLC History Reduced 12,178 1,246 1.31% 1.19% 350 -2,188 -15.23% Q4 2025 Jan 23, 2026
Ameritas Advisory Services, LLC History Added to 12,130 1,241 0.05% 0.04% 351 +6,029 98.82% Q4 2025 Feb 04, 2026
Boltwood Capital Management History Added to 12,025 1,231 0.32% 0.26% 352 +2,525 26.58% Q4 2025 Jan 02, 2026
Breakwater Investment Management History No change 12,003 1,228 0.44% 0.46% 353 0 0.0% Q4 2025 Feb 02, 2026
Tidemark, LLC History Reduced 11,825 1,210 0.34% 0.36% 354 -177 -1.47% Q4 2025 Feb 10, 2026
Focus Financial Network, Inc. History Reduced 11,497 1,177 0.04% 0.04% 355 -62 -0.54% Q4 2025 Jan 12, 2026
IHT Wealth Management, LLC History Added to 11,413 1,168 0.03% 0.02% 356 +3,412 42.64% Q4 2025 Feb 17, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 11,338 1,160 0.15% 0.04% 357 +8,824 350.99% Q4 2025 Jan 15, 2026
COMERICA BANK History Reduced 11,264 1,153 0.0% 0.01% 358 -3,323 -22.78% Q4 2025 Jan 29, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 11,220 1,148 0.1% 0.11% 359 -1,331 -10.6% Q4 2025 Jan 30, 2026
Relyea Zuckerberg Hanson LLC History No change 11,044 1,130 0.11% 0.12% 360 0 0.0% Q4 2025 Jan 20, 2026
Winter & Associates, Inc. History New 10,941 1,120 1.04% — 361 +10,941 New Q4 2025 Feb 13, 2026
Edge Financial Advisors LLC History Added to 10,747 1,100 0.46% 0.49% 362 +205 1.94% Q4 2025 Jan 28, 2026
Western Wealth Management, LLC History Added to 10,636 1,089 0.05% 0.01% 363 +7,920 291.61% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 10,642 1,089 0.03% 0.03% 364 +57 0.54% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 10,608 1,086 0.04% 0.03% 365 +1,669 18.67% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 10,604 1,085 0.02% 0.03% 366 -3,311 -23.79% Q4 2025 Jan 07, 2026
J.W. COLE ADVISORS, INC. History Reduced 11,133 1,067 0.03% 0.02% 367 -686 -5.8% Q4 2025 Feb 11, 2026
Tennessee Valley Asset Management Partners History Reduced 10,323 1,056 0.14% 0.15% 368 -596 -5.46% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 10,246 1,049 0.01% 0.2% 370 -174,441 -94.45% Q4 2025 Feb 13, 2026
Curbstone Financial Management Corp History Reduced 10,250 1,049 0.2% 0.22% 369 -800 -7.24% Q4 2025 Jan 23, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 10,205 1,044 0.04% 0.08% 371 -6,057 -37.25% Q4 2025 Feb 09, 2026
NWAM LLC History Added to 10,132 1,039 0.06% 0.05% 372 +590 6.18% Q4 2025 Feb 04, 2026
Pinion Investment Advisors, LLC History Added to 9,962 1,020 0.25% 0.21% 373 +2,528 34.01% Q4 2025 Jan 29, 2026
EHRLICH FINANCIAL GROUP History Reduced 9,956 1,019 0.58% 0.71% 374 -1,538 -13.38% Q4 2025 Jan 06, 2026
Strathmore Capital Advisors, Inc. History Reduced 9,913 1,014 0.33% 0.44% 375 -375 -3.65% Q4 2025 Feb 13, 2026
Gilliland Jeter Wealth Management LLC History Reduced 9,900 1,013 0.31% 0.33% 376 -310 -3.04% Q4 2025 Jan 23, 2026
Balefire, LLC History Reduced 9,888 1,012 0.2% 0.35% 377 -6,953 -41.29% Q4 2025 Jan 12, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 9,864 1,010 0.15% 0.16% 378 +4,836 96.18% Q4 2025 Jan 07, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 9,842 1,006 0.01% 0.01% 379 +1,133 13.01% Q4 2025 Feb 10, 2026
NWF Advisory Services Inc. History Added to 9,785 1,001 0.11% 0.11% 380 +1 0.01% Q4 2025 Mar 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 9,416 964 0.06% 0.05% 381 +1,569 19.99% Q4 2025 Jan 23, 2026
L. Roy Papp & Associates, LLP History No change 9,400 962 0.11% 0.11% 382 0 0.0% Q4 2025 Jan 28, 2026
Savvy Advisors, Inc. History Added to 9,140 935 0.03% 0.04% 383 +1,085 13.47% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Added to 9,072 928 0.0% 0.0% 384 +1,632 21.94% Q4 2025 Feb 12, 2026
EVEXIA WEALTH LLC History Reduced 8,987 921 0.26% 0.41% 385 -4,109 -31.38% Q4 2025 Jan 16, 2026
Cornerstone Financial Management LLC History New 8,969 918 0.86% — 386 +8,969 New Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 8,910 912 0.01% 0.02% 387 -617 -6.48% Q4 2025 Feb 09, 2026
Private Wealth Management Group, LLC History Added to 8,832 904 0.24% 0.25% 388 +25 0.28% Q4 2025 Jan 23, 2026
First PREMIER Bank History Reduced 8,816 903 0.21% 0.32% 389 -5,021 -36.29% Q4 2025 Jan 23, 2026
Evelyn Partners Asset Management Ltd History Added to 8,815 902 0.21% 0.19% 390 +772 9.6% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 8,807 901 0.01% 0.09% 391 -51,408 -85.37% Q4 2025 Feb 10, 2026
TCI Wealth Advisors, Inc. History New 8,703 891 0.05% — 392 +8,703 New Q4 2025 Feb 02, 2026
West Wealth Group, LLC History Added to 8,584 878 0.18% 0.19% 393 +627 7.88% Q4 2025 Jan 26, 2026
Empirical Asset Management, LLC History Reduced 8,569 877 0.25% 0.26% 394 -660 -7.15% Q4 2025 Feb 06, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 8,556 876 0.4% — 395 +8,556 New Q4 2025 Feb 17, 2026
Latitude Advisors, LLC History Added to 8,545 874 0.38% 0.38% 396 +546 6.83% Q4 2025 Jan 27, 2026
Topor & Co. Korea History New 8,338 854 0.64% — 397 +8,338 New Q4 2025 Feb 26, 2026
Princeton Global Asset Management LLC History Added to 8,236 843 0.14% 0.14% 398 +26 0.32% Q4 2025 Jan 20, 2026
Stratos Wealth Partners, LTD. History Reduced 8,100 829 0.01% 0.01% 399 -1,533 -15.91% Q4 2025 Jan 20, 2026
Townsend Financial Planning, LLC History New 7,918 810 0.81% — 400 +7,918 New Q4 2025 Feb 17, 2026
Riverbend Wealth Management, LLC History Added to 7,892 808 0.5% 0.51% 401 +765 10.73% Q4 2025 Jan 29, 2026
FIRST NATIONAL BANK OF OMAHA History New 7,871 806 0.02% — 402 +7,871 New Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Reduced 7,880 806 0.13% 0.15% 403 -403 -4.87% Q4 2025 Feb 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 7,848 803 0.12% 0.12% 404 +87 1.12% Q4 2025 Feb 03, 2026
Canandaigua National Trust Co of Florida History Reduced 7,774 795 0.5% 0.64% 405 -7 -0.09% Q4 2025 Jan 30, 2026
PRIVATE TRUST CO NA History Reduced 7,731 791 0.07% 0.11% 406 -4,670 -37.66% Q4 2025 Jan 26, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 7,482 766 0.64% 1.81% 408 -13,813 -64.86% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 7,484 766 0.0% — 407 +7,484 New Q4 2025 Feb 05, 2026
VestGen Investment Management History Reduced 7,452 763 0.42% 0.51% 409 -827 -9.99% Q4 2025 Feb 18, 2026
Summit Financial, LLC History Reduced 7,371 754 0.01% 0.01% 410 -14 -0.19% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History Reduced 7,341 751 0.27% 0.29% 411 -468 -5.99% Q4 2025 Jan 22, 2026
Prosperity Consulting Group, LLC History Reduced 7,274 744 0.03% 0.05% 412 -1,717 -19.1% Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Reduced 7,161 733 0.06% 0.1% 413 -3,984 -35.75% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Reduced 7,036 720 0.01% 0.01% 414 -230 -3.17% Q4 2025 Feb 17, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 7,015 718 0.32% 0.32% 415 +563 8.73% Q4 2025 Jan 28, 2026
Joseph P. Lucia & Associates, LLC History Reduced 6,913 707 0.25% 0.32% 416 -1,245 -15.26% Q4 2025 Jan 28, 2026
Avant Financial Advisors LLC History Added to 6,896 706 0.51% 0.53% 417 +84 1.23% Q4 2025 Jan 15, 2026
Financial Network Wealth Advisors LLC History Added to 6,856 701 0.73% 0.72% 418 +444 6.92% Q4 2025 Feb 13, 2026
One Wealth Advisors, LLC History Reduced 6,815 697 0.09% 0.3% 419 -16,090 -70.25% Q4 2025 Feb 02, 2026
Andina Capital Management, LLC History Reduced 6,810 697 0.42% 0.48% 420 -1,350 -16.54% Q4 2025 Feb 12, 2026
Patten Group, Inc. History Reduced 6,780 694 0.13% 0.41% 421 -13,480 -66.54% Q4 2025 Jan 23, 2026
Hirtle Callaghan & Co LLC History No change 6,774 693 0.02% 0.02% 422 0 0.0% Q4 2025 Feb 04, 2026
AE Wealth Management LLC History Reduced 6,760 692 0.0% 0.02% 423 -24,877 -78.63% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 6,715 687 0.01% 0.01% 424 +756 12.69% Q4 2025 Feb 12, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 6,668 682 0.11% 0.12% 425 -143 -2.1% Q4 2025 Jan 14, 2026
VISIONARY HORIZONS, LLC History Added to 6,616 677 0.35% 0.35% 426 +472 7.68% Q4 2025 Jan 23, 2026
NORDEN GROUP LLC History Reduced 6,586 674 0.07% 0.07% 427 -460 -6.53% Q4 2025 Jan 13, 2026
CLUNE & ASSOCIATES, LTD. History Added to 6,485 663 0.14% 0.17% 428 +69 1.08% Q4 2025 Feb 09, 2026
Wedmont Private Capital History New 6,465 662 0.02% — 430 +6,465 New Q4 2025 Jan 08, 2026
United Asset Strategies, Inc. History Reduced 6,475 662 0.05% 0.06% 429 -335 -4.92% Q4 2025 Jan 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 6,471 662 0.07% 0.07% 431 +63 0.98% Q4 2025 Jan 27, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 6,453 660 0.02% 0.03% 432 +6 0.09% Q4 2025 Feb 13, 2026
Arbor Investment Advisors, LLC History Reduced 6,426 657 0.09% 0.1% 433 -1,305 -16.88% Q4 2025 Jan 23, 2026
PW ADVISORS, LLC \ FL History New 6,394 654 0.52% — 434 +6,394 New Q4 2025 Feb 17, 2026
BOS Asset Management, LLC History Added to 6,341 649 0.17% 0.18% 435 +165 2.67% Q4 2025 Jan 09, 2026
Vise Technologies, Inc. History Added to 6,334 648 0.01% 0.01% 436 +2,743 76.39% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 6,322 647 0.05% 0.05% 437 -524 -7.65% Q4 2025 Feb 12, 2026
FIRST UNITED BANK & TRUST History Reduced 6,291 644 0.21% 0.33% 438 -3,490 -35.68% Q4 2025 Jan 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 6,294 644 0.08% 0.1% 439 -469 -6.93% Q4 2025 Feb 04, 2026
Collier Financial History Added to 6,199 634 0.48% 0.44% 440 +577 10.26% Q4 2025 Feb 12, 2026
Gateway Wealth Partners, LLC History Reduced 6,183 633 0.07% 0.12% 441 -2,167 -25.95% Q4 2025 Feb 11, 2026
Eagle Bay Advisors LLC History New 6,173 632 0.46% — 442 +6,173 New Q4 2025 Jan 23, 2026
Selective Wealth Management, Inc. History Reduced 6,115 626 0.2% 0.23% 443 -791 -11.45% Q4 2025 Jan 16, 2026
Disciplined Investments, LLC History Added to 6,122 626 0.24% 0.25% 444 +3 0.05% Q4 2025 Feb 05, 2026
Advisor Resource Council History New 6,093 625 0.22% — 445 +6,093 New Q4 2025 Feb 10, 2026
Algorithmic Investment Models, LLC History Reduced 6,099 624 0.77% 2.43% 446 -29,309 -82.78% Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Added to 6,100 624 0.22% 0.21% 447 +44 0.73% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Reduced 6,061 620 0.0% 0.07% 448 -64,266 -91.38% Q4 2025 Jan 26, 2026
Silver Grove Financial Group, Inc. History Added to 6,042 618 0.54% 0.54% 449 +533 9.68% Q4 2025 Feb 17, 2026
Smith Partners Wealth Management, LLC History New 6,000 614 0.56% — 450 +6,000 New Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History Reduced 5,931 613 0.06% 0.22% 451 -40,460 -87.22% Q4 2025 Feb 17, 2026
Westover Capital Advisors, LLC History Reduced 5,917 605 0.11% 0.12% 452 -597 -9.16% Q4 2025 Feb 09, 2026
BWM Planning, LLC History Added to 5,899 604 0.16% 0.18% 453 +118 2.04% Q4 2025 Jan 14, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 5,835 597 0.54% 0.56% 454 -4 -0.07% Q4 2025 Jan 23, 2026
Buttonwood Financial Group, LLC History Reduced 5,797 594 0.32% 0.28% 455 -557 -8.77% Q4 2025 Jan 13, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 5,721 586 0.39% 0.47% 456 -492 -7.92% Q4 2025 Jan 15, 2026
LWM Advisory Services, LLC History Added to 5,672 580 0.34% 0.33% 457 +258 4.77% Q4 2025 Feb 12, 2026
WASHINGTON TRUST Co History Reduced 5,631 576 0.02% 0.02% 458 -592 -9.51% Q4 2025 Feb 10, 2026
GTS SECURITIES LLC History Added to 5,624 575 0.02% 0.02% 459 +1,307 30.28% Q4 2025 Feb 13, 2026
WealthPLAN Partners, LLC History New 5,587 572 0.09% — 460 +5,587 New Q4 2025 Feb 12, 2026
StoneX Group Inc. History New 5,561 569 0.02% — 461 +5,561 New Q4 2025 Feb 12, 2026
ORG Partners LLC History Reduced 5,506 563 0.1% 0.11% 462 -168 -2.96% Q4 2025 Jan 14, 2026
Cadent Capital Advisors, LLC History New 5,486 561 0.14% — 463 +5,486 New Q4 2025 Jan 13, 2026
Ted Buchan & Co History Added to 5,375 550 0.2% 0.08% 466 +3,414 174.09% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 5,379 550 0.03% 0.04% 464 -1,857 -25.66% Q4 2025 Feb 17, 2026
FC Advisory LLC History Reduced 5,377 550 0.16% 0.17% 465 -90 -1.65% Q4 2025 Jan 13, 2026
RFG Advisory, LLC History Reduced 5,278 540 0.01% 0.01% 467 -348 -6.19% Q4 2025 Feb 03, 2026
Jaffetilchin Investment Partners, LLC History Added to 5,232 535 0.03% 0.03% 468 +68 1.32% Q4 2025 Jan 15, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 5,150 527 0.1% 0.06% 469 +1,850 56.06% Q4 2025 Jan 29, 2026
Stratos Investment Management, LLC History Reduced 5,142 526 0.02% 0.02% 470 -82 -1.57% Q4 2025 Jan 20, 2026
Vertex Planning Partners, LLC History Reduced 5,102 522 0.12% 0.35% 472 -12,795 -71.49% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Reduced 5,100 522 0.0% 0.0% 471 -4,564 -47.23% Q4 2025 Feb 12, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 5,107 522 0.38% 0.39% 473 -74 -1.43% Q4 2025 Feb 12, 2026
CLEAR INVESTMENT RESEARCH, LLC History Reduced 5,081 520 0.86% 0.73% 474 -173 -3.29% Q4 2025 Feb 09, 2026
LaFleur & Godfrey LLC History Added to 5,044 516 0.06% 0.06% 475 +125 2.54% Q4 2025 Feb 03, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,032 515 0.06% — 476 +5,032 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 5,029 514 0.0% 0.0% 477 -1,497 -22.94% Q4 2025 Feb 03, 2026
Atlatl Advisers LLC History Reduced 4,994 511 0.2% 0.62% 478 -10,064 -66.83% Q4 2025 Feb 09, 2026
Gibbs Wealth Management History Reduced 4,992 511 0.12% 0.12% 479 -186 -3.59% Q4 2025 Jan 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 4,986 510 0.03% 0.03% 480 0 0.0% Q4 2025 Feb 11, 2026
Lodestone Wealth Management LLC History No change 4,978 509 0.21% 0.23% 481 0 0.0% Q4 2025 Jan 15, 2026
OneAscent Financial Services LLC History New 4,902 501 0.05% — 482 +4,902 New Q4 2025 Feb 11, 2026
GREENLEAF TRUST History No change 4,880 499 0.0% 0.0% 483 0 0.0% Q4 2025 Jan 21, 2026
Thrive Capital Management, LLC History Reduced 4,868 498 0.11% 0.17% 484 -1,358 -21.81% Q4 2025 Feb 09, 2026
Cyndeo Wealth Partners, LLC History Added to 4,866 498 0.03% 0.03% 485 +302 6.62% Q4 2025 Jan 07, 2026
Sharp Wealth Advisory, LLC History Added to 4,852 496 0.25% 0.25% 486 +379 8.47% Q4 2025 Jan 16, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 4,851 496 0.19% 0.22% 487 -218 -4.3% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 4,816 493 0.0% 0.0% 488 -313 -6.1% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Added to 4,811 492 0.07% 0.04% 489 +2,479 106.3% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History Added to 4,777 489 0.01% 0.01% 490 +243 5.36% Q4 2025 Jan 28, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,752 487 0.02% 0.03% 491 -1,343 -22.03% Q4 2025 Feb 13, 2026
Ellis Investment Partners, LLC History Added to 4,747 486 0.08% 0.08% 492 +267 5.96% Q4 2025 Feb 02, 2026
Financial Harvest, LLC History Added to 4,637 474 0.29% 0.32% 493 +62 1.36% Q4 2025 Feb 10, 2026
Brindle & Bay Financial Advisors, LLC History New 4,596 470 0.31% — 494 +4,596 New Q4 2025 Jan 29, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 4,574 468 0.13% 0.13% 495 -124 -2.64% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Reduced 4,562 467 0.02% 0.02% 496 -40 -0.87% Q4 2025 Feb 04, 2026
Mayflower Financial Advisors, LLC History Reduced 4,540 464 0.06% 0.08% 497 -1,701 -27.26% Q4 2025 Jan 13, 2026
North Ridge Wealth Advisors, Inc. History Reduced 4,497 460 0.26% 0.27% 499 -43 -0.95% Q4 2025 Feb 13, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 4,495 460 0.02% 0.02% 498 0 0.0% Q4 2025 Feb 12, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,428 453 0.12% 0.15% 500 0 0.0% Q4 2025 Feb 10, 2026
UPTICK PARTNERS, LLC History Added to 4,373 447 0.1% 0.08% 501 +1,336 43.99% Q4 2025 Feb 02, 2026
Obermeyer Wealth Partners History Reduced 4,326 442 0.02% 0.02% 502 -251 -5.48% Q4 2025 Jan 29, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 4,291 440 0.02% 0.02% 503 +1,762 69.67% Q4 2025 Feb 03, 2026
Keystone Financial Services History Reduced 4,277 437 0.13% 0.16% 504 -800 -15.76% Q4 2025 Feb 12, 2026
MADDEN SECURITIES Corp History No change 4,210 431 0.13% 0.13% 505 0 0.0% Q4 2025 Feb 04, 2026
Verdence Capital Advisors LLC History Added to 4,207 430 0.03% 0.02% 506 +203 5.07% Q4 2025 Jan 29, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 4,198 429 0.19% 0.19% 507 +436 11.59% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 4,119 421 0.02% 0.02% 508 +55 1.35% Q4 2025 Jan 21, 2026
MIDDLETON & CO INC/MA History Reduced 4,101 419 0.04% 0.08% 509 -2,740 -40.05% Q4 2025 Jan 29, 2026
Adalta Capital Management LLC History No change 4,060 415 0.19% 0.19% 510 0 0.0% Q4 2025 Feb 17, 2026
Affinity Capital Advisors, LLC History Added to 4,038 413 0.06% 0.06% 511 +535 15.27% Q4 2025 Jan 09, 2026
Triad Wealth Partners, LLC History New 4,016 411 0.04% — 512 +4,016 New Q4 2025 Jan 22, 2026
Keystone Wealth Services, LLC History Reduced 3,935 402 0.08% 0.09% 513 -261 -6.22% Q4 2025 Jan 26, 2026
NORTHERN TRUST CORP History Reduced 3,842 393 0.0% 0.0% 514 -200 -4.95% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 3,834 392 0.0% — 515 +3,834 New Q4 2025 Feb 18, 2026
OPPENHEIMER & CO INC History Added to 3,822 391 0.01% 0.0% 516 +1,067 38.73% Q4 2025 Feb 02, 2026
Eagle Capital Management, LLC History No change 3,812 390 0.14% 0.15% 517 0 0.0% Q4 2025 Jan 12, 2026
TOTH FINANCIAL ADVISORY CORP History No change 3,790 388 0.04% 0.04% 518 0 0.0% Q4 2025 Jan 20, 2026
Redwood Investment Management, LLC History Added to 3,746 384 0.04% 0.03% 519 +972 35.04% Q4 2025 Feb 17, 2026
WEALTHGARDEN F.S. LLC History New 3,741 383 0.25% — 520 +3,741 New Q4 2025 Feb 11, 2026
First Bank & Trust History Added to 3,718 380 0.06% 0.04% 521 +1,574 73.41% Q4 2025 Jan 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,598 368 0.03% 0.04% 522 0 0.0% Q4 2025 Jan 30, 2026
SkyView Investment Advisors, LLC History New 3,560 365 0.05% — 523 +3,560 New Q4 2025 Feb 18, 2026
Baker Avenue Asset Management, LP History Reduced 3,547 363 0.01% 0.5% 524 -198,965 -98.25% Q4 2025 Feb 10, 2026
GUIDANCE CAPITAL, INC History New 3,550 363 0.09% — 525 +3,550 New Q4 2025 Jan 23, 2026
Advyzon Investment Management, LLC History Added to 3,527 361 0.04% 0.05% 526 +596 20.33% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 3,489 357 0.08% 0.13% 528 -1,892 -35.16% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 3,494 357 0.02% 0.02% 527 +1,310 59.98% Q4 2025 Feb 17, 2026
Adams Wealth Management History Added to 3,479 356 0.08% 0.07% 529 +294 9.23% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 3,479 356 0.07% 0.07% 530 +294 9.23% Q4 2025 Feb 18, 2026
Core Wealth Partners LLC History No change 3,468 355 0.16% 0.16% 531 0 0.0% Q4 2025 Feb 17, 2026
Marotta Asset Management History New 3,461 354 0.07% — 532 +3,461 New Q4 2025 Jan 07, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 3,400 348 0.05% 0.06% 533 +22 0.65% Q4 2025 Jan 23, 2026
Mosley Wealth Management History New 3,332 344 0.16% — 534 +3,332 New Q4 2025 Feb 12, 2026
Rehmann Capital Advisory Group History Reduced 3,288 336 0.02% 0.02% 535 -120 -3.52% Q4 2025 Mar 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 3,266 334 0.01% 0.01% 536 +593 22.18% Q4 2025 Feb 09, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 3,270 334 0.13% 0.14% 537 +30 0.93% Q4 2025 Jan 27, 2026
Ameritas Investment Partners, Inc. History Added to 3,261 333 0.01% 0.01% 539 +19 0.59% Q4 2025 Feb 11, 2026
M&T BANK CORP History No change 3,253 333 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 30, 2026
Shared Vision Wealth Group LLC History Reduced 3,246 332 0.13% 0.61% 540 -10,673 -76.68% Q4 2025 Feb 11, 2026
MORTON COMMUNITY BANK History No change 3,200 329 0.07% 0.08% 541 0 0.0% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 3,210 328 0.01% 0.01% 543 +435 15.68% Q4 2025 Jan 06, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,200 328 0.01% 0.01% 542 0 0.0% Q4 2025 Feb 12, 2026
SFI Advisors, LLC History No change 3,174 324 0.21% 0.21% 544 0 0.0% Q4 2025 Feb 11, 2026
RHS Financial, LLC History Reduced 3,142 321 0.16% 0.17% 546 -98 -3.02% Q4 2025 Jan 16, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 3,139 321 0.13% 0.13% 545 +26 0.84% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 3,105 317 0.02% — 547 +3,105 New Q4 2025 Feb 10, 2026
Lido Advisors, LLC History No change 3,072 317 0.0% 0.0% 548 0 0.0% Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History Added to 3,086 316 0.04% 0.03% 549 +765 32.96% Q4 2025 Jan 22, 2026
REGIMEN WEALTH, LLC History Added to 3,066 313 0.09% 0.09% 550 +5 0.16% Q4 2025 Feb 09, 2026
MONECO ADVISORS, LLC History Added to 3,031 310 0.02% 0.02% 551 +982 47.93% Q4 2025 Feb 04, 2026
Global View Capital Management LLC History Reduced 3,024 309 0.06% 0.07% 552 -62 -2.01% Q4 2025 Jan 14, 2026
Laurel Wealth Advisors LLC History New 3,005 307 0.04% — 553 +3,005 New Q4 2025 Jan 30, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 2,981 305 0.13% 0.2% 554 -1,372 -31.52% Q4 2025 Feb 18, 2026
Aurelius Family Office LLC History Reduced 2,968 304 0.13% 0.14% 555 -172 -5.48% Q4 2025 Jan 09, 2026
LifePlan Investment Advisors, Inc. History Reduced 2,961 303 0.12% 0.19% 556 -1,516 -33.86% Q4 2025 Feb 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 2,953 302 0.09% 0.21% 557 -3,624 -55.1% Q4 2025 Feb 11, 2026
W.H. Cornerstone Investments Inc. History Added to 2,917 298 0.18% 0.18% 558 +38 1.32% Q4 2025 Feb 10, 2026
WealthShield Partners, LLC History Reduced 2,903 297 0.03% 0.14% 559 -9,395 -76.39% Q4 2025 Feb 03, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 2,907 297 0.06% 0.06% 560 +38 1.32% Q4 2025 Feb 13, 2026
Berger Financial Group, Inc History New 2,874 294 0.02% — 562 +2,874 New Q4 2025 Jan 27, 2026
Blankinship & Foster, LLC History Added to 2,880 294 0.06% 0.05% 561 +465 19.25% Q4 2025 Jan 23, 2026
Gladstone Institutional Advisory LLC History Reduced 2,836 290 0.01% 0.01% 563 -259 -8.37% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History New 2,823 289 0.01% — 564 +2,823 New Q4 2025 Feb 17, 2026
Prairiewood Capital, LLC History Reduced 2,828 289 0.09% 0.11% 565 -491 -14.79% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Reduced 2,794 286 0.0% 0.01% 567 -1,367 -32.85% Q4 2025 Jan 29, 2026
Sovereign Financial Group, Inc. History No change 2,803 286 0.05% 0.05% 566 0 0.0% Q4 2025 Jan 07, 2026
US BANCORP \DE\ History Reduced 2,793 285 0.0% 0.0% 568 -34,891 -92.59% Q4 2025 Jan 30, 2026
Inlight Wealth Management, LLC History Added to 2,768 283 0.1% 0.09% 569 +851 44.39% Q4 2025 Jan 23, 2026
Tradewinds Capital Management, LLC History No change 2,735 280 0.06% 0.06% 570 0 0.0% Q4 2025 Jan 14, 2026
Atwater Malick LLC History Reduced 2,734 279 0.08% 0.09% 573 -390 -12.48% Q4 2025 Jan 23, 2026
Smith & Howard Wealth Management, LLC History No change 2,734 279 0.06% 0.07% 571 0 0.0% Q4 2025 Feb 03, 2026
Pinnacle Bancorp, Inc. History No change 2,734 279 0.08% 0.08% 572 0 0.0% Q4 2025 Jan 22, 2026
Pflug Koory, LLC History Added to 2,718 278 0.13% 0.13% 574 +31 1.15% Q4 2025 Jan 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,702 277 0.0% 0.01% 575 -28,776 -91.42% Q4 2025 Feb 05, 2026
ATLas Financial Planning LLC History New 2,711 277 0.27% — 576 +2,711 New Q4 2025 Feb 17, 2026
BOSTON FAMILY OFFICE LLC History Added to 2,696 276 0.02% 0.02% 577 +237 9.64% Q4 2025 Feb 13, 2026
Prism Advisors, Inc. History Added to 2,674 273 0.07% 0.07% 578 +82 3.16% Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History New 2,639 270 0.0% — 579 +2,639 New Q4 2025 Jan 29, 2026
Lee Financial Co History Reduced 2,639 270 0.04% 0.03% 580 -4 -0.15% Q4 2025 Jan 22, 2026
Independence Financial Advisors, LLC History Reduced 2,615 267 0.07% 0.08% 581 -77 -2.86% Q4 2025 Jan 15, 2026
Bravias Capital Group, LLC History Added to 2,603 266 0.16% 0.18% 582 +19 0.74% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 2,591 265 0.01% 0.01% 583 +65 2.57% Q4 2025 Jan 20, 2026
Frank, Rimerman Advisors LLC History No change 2,580 264 0.02% 0.02% 584 0 0.0% Q4 2025 Jan 15, 2026
PFG Advisors History Reduced 2,526 258 0.01% 0.05% 585 -9,541 -79.07% Q4 2025 Jan 27, 2026
Liberty Capital Management, Inc. History No change 2,519 257 0.05% 0.05% 586 0 0.0% Q4 2025 Jan 26, 2026
Live Oak Investment Partners History New 2,499 255 0.16% — 587 +2,499 New Q4 2025 Jan 29, 2026
DeLarme Wealth Management, Inc. History New 2,490 254 0.18% — 588 +2,490 New Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Added to 2,480 253 0.0% 0.0% 589 +81 3.38% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,474 253 0.01% 0.01% 590 0 0.0% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 2,463 252 0.01% 0.01% 591 -389 -13.64% Q4 2025 Feb 10, 2026
Accurate Wealth Management, LLC History Reduced 2,456 251 0.03% 0.03% 592 -25 -1.01% Q4 2025 Jan 14, 2026
Net Worth Advisory Group History New 2,444 250 0.05% — 593 +2,444 New Q4 2025 Jan 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 2,397 245 0.01% 0.02% 594 -1,986 -45.31% Q4 2025 Feb 02, 2026
Vivaldi Capital Management LP History Reduced 2,398 245 0.03% 0.04% 595 -164 -6.4% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 2,328 238 0.03% 0.12% 596 -5,840 -71.5% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History New 2,322 237 0.0% — 597 +2,322 New Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Reduced 2,296 235 0.03% 0.04% 598 -809 -26.05% Q4 2025 Feb 17, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 2,277 233 0.19% — 600 +2,277 New Q4 2025 Mar 03, 2026
Beaird Harris Wealth Management, LLC History Reduced 2,276 233 0.02% 0.02% 599 -326 -12.53% Q4 2025 Feb 23, 2026
Arax Advisory Partners History New 2,261 231 0.01% — 601 +2,261 New Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 2,243 229 0.02% 0.03% 604 -13 -0.58% Q4 2025 Jan 23, 2026
Penobscot Investment Management Company, Inc. History No change 2,243 229 0.02% 0.02% 602 0 0.0% Q4 2025 Jan 27, 2026
Evanson Asset Management, LLC History No change 2,241 229 0.01% 0.01% 603 0 0.0% Q4 2025 Jan 12, 2026
CWA Asset Management Group, LLC History Reduced 2,208 226 0.01% 0.01% 605 -315 -12.49% Q4 2025 Jan 07, 2026
AlphaCore Capital LLC History Added to 2,197 224 0.0% 0.01% 606 +46 2.14% Q4 2025 Feb 05, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 2,183 223 0.08% 0.14% 607 -1,290 -37.14% Q4 2025 Jan 08, 2026
Ergawealth Advisors, Inc. History No change 2,163 221 0.1% 0.1% 608 0 0.0% Q4 2025 Jan 21, 2026
WAYSTONE ADVISORS LLC History New 2,141 219 0.19% — 609 +2,141 New Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 2,122 217 0.01% 0.02% 610 -2,661 -55.63% Q4 2025 Jan 23, 2026
Acorns Advisers, LLC History New 2,098 215 0.0% — 611 +2,098 New Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Reduced 2,088 213 0.0% 0.0% 613 -640 -23.46% Q4 2025 Feb 11, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 2,085 213 0.01% 0.01% 612 0 0.0% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History New 2,078 212 0.01% — 614 +2,078 New Q4 2025 Feb 10, 2026
Redwood Financial Network Corp History Reduced 2,080 212 0.14% 0.14% 615 -11 -0.53% Q4 2025 Feb 10, 2026
Selby Wealth Management, LLC History New 2,059 210 0.08% — 617 +2,059 New Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History No change 2,060 210 0.01% 0.02% 616 0 0.0% Q4 2025 Jan 29, 2026
Symmetry Partners, LLC History No change 2,032 208 0.01% 0.02% 618 0 0.0% Q4 2025 Jan 27, 2026
Continuum Advisory, LLC History Reduced 2,008 205 0.02% 0.02% 619 -283 -12.35% Q4 2025 Feb 11, 2026
Donalies Financial Planning, LLC History New 2,000 204 0.17% — 623 +2,000 New Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History New 1,995 204 0.11% — 622 +1,995 New Q4 2025 Jan 12, 2026
WBH ADVISORY INC History No change 2,000 204 0.02% 0.02% 620 0 0.0% Q4 2025 Jan 26, 2026
Sterneck Capital Management, LLC History No change 2,000 204 0.09% 0.1% 621 0 0.0% Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Reduced 1,956 200 0.04% 0.36% 625 -14,778 -88.31% Q4 2025 Feb 18, 2026
Venturi Wealth Management, LLC History New 1,960 200 0.01% — 626 +1,960 New Q4 2025 Jan 22, 2026
WEDBUSH SECURITIES INC History Reduced 1,955 200 0.01% 0.01% 624 -716 -26.81% Q4 2025 Feb 12, 2026
Archer Investment Corp History New 1,875 192 0.04% — 627 +1,875 New Q4 2025 Jan 30, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,815 185 0.07% 0.08% 628 -455 -20.04% Q4 2025 Jan 09, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 1,632 167 0.11% 0.11% 629 +21 1.3% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Added to 1,612 165 0.0% 0.0% 630 +632 64.49% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,611 164 0.0% 0.01% 631 -1,519 -48.53% Q4 2025 Feb 09, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 1,611 164 0.05% 0.04% 632 +370 29.81% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Reduced 1,394 142 0.02% 0.1% 633 -3,910 -73.72% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 1,344 137 0.0% 0.0% 634 +533 65.72% Q4 2025 Feb 11, 2026
Spire Wealth Management History Reduced 1,310 134 0.0% 0.01% 635 -764 -36.84% Q4 2025 Jan 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,240 127 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 28, 2026
BLUELINE ADVISORS LLC History New 1,222 125 0.1% — 637 +1,222 New Q4 2025 Feb 10, 2026
Northwest Capital Management Inc History Reduced 1,194 122 0.53% 0.79% 638 -6,075 -83.57% Q4 2025 Jan 26, 2026
Stone House Investment Management, LLC History Reduced 1,162 118 0.02% 0.15% 639 -7,318 -86.3% Q4 2025 Jan 21, 2026
Horizons Wealth Management History Reduced 1,088 111 0.07% 0.09% 640 -188 -14.73% Q4 2025 Jan 05, 2026
CoreCap Advisors, LLC History Reduced 1,061 108 0.0% 0.01% 642 -400 -27.38% Q4 2025 Jan 13, 2026
TD Capital Management LLC History Added to 1,059 108 0.01% 0.01% 641 +14 1.34% Q4 2025 Feb 26, 2026
Deane Retirement Strategies, Inc. History Reduced 96 107 0.04% 7.47% 644 -167,900 -99.94% Q4 2025 Jan 28, 2026
BARRETT & COMPANY, INC. History No change 1,051 107 0.04% 0.04% 643 0 0.0% Q4 2025 Jan 28, 2026
Triumph Capital Management History New 1,034 105 0.02% — 646 +1,034 New Q4 2025 Feb 12, 2026
Legacy Bridge, LLC History No change 1,030 105 0.04% 0.04% 645 0 0.0% Q4 2025 Jan 23, 2026
MOTCO History No change 962 98 0.01% 0.01% 647 0 0.0% Q4 2025 Feb 06, 2026
Midwest Capital Advisors, LLC History Reduced 734 75 0.04% 0.62% 649 -11,798 -94.14% Q4 2025 Jan 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 735 75 0.01% — 648 +735 New Q4 2025 Jan 07, 2026
Rossby Financial, LCC History Added to 728 74 0.02% 0.02% 650 +258 54.89% Q4 2025 Feb 12, 2026
WINNOW WEALTH LLC History Reduced 691 71 0.05% 0.07% 651 -165 -19.28% Q4 2025 Feb 11, 2026
Advisors Preferred, LLC History Reduced 667 68 0.01% 0.06% 652 -3,487 -83.94% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History New 670 68 0.0% — 653 +670 New Q4 2025 Feb 17, 2026
Signature Resources Capital Management, LLC History Added to 658 67 0.03% 0.03% 654 +66 11.15% Q4 2025 Jan 21, 2026
WFA of San Diego, LLC History Added to 645 66 0.05% 0.03% 655 +215 50.0% Q4 2025 Feb 17, 2026
Newbridge Financial Services Group, Inc. History No change 639 65 0.01% 0.01% 656 0 0.0% Q4 2025 Jan 21, 2026
Cornerstone Planning Group LLC History Reduced 631 64 0.01% 0.1% 657 -5,294 -89.35% Q4 2025 Feb 02, 2026
Fortitude Family Office, LLC History New 587 60 0.01% — 658 +587 New Q4 2025 Jan 15, 2026
Gen-Wealth Partners Inc History Reduced 578 59 0.02% 0.14% 659 -3,427 -85.57% Q4 2025 Feb 13, 2026
IMG Wealth Management, Inc. History Reduced 543 55 0.03% 0.04% 660 -72 -11.71% Q4 2025 Feb 05, 2026
Bradley & Co. Private Wealth Management, LLC History No change 520 53 0.03% 0.03% 661 0 0.0% Q4 2025 Feb 11, 2026
C M BIDWELL & ASSOCIATES LTD History No change 515 52 0.02% 0.03% 662 0 0.0% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 462 47 0.01% 0.05% 663 -600 -56.5% Q4 2025 Feb 09, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Reduced 443 45 0.04% 0.06% 664 -184 -29.35% Q4 2025 Jan 08, 2026
Running Point Capital Advisors, LLC History Added to 449 45 0.01% 0.01% 665 +121 36.89% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Reduced 436 44 0.01% 0.12% 666 -800 -64.72% Q4 2025 Feb 17, 2026
Birchwood Financial Partners, Inc. History New 411 42 0.04% — 667 +411 New Q4 2025 Feb 19, 2026
Torren Management, LLC History New 403 41 0.02% — 669 +403 New Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Added to 401 41 0.0% 0.0% 668 +3 0.75% Q4 2025 Jan 21, 2026
Avalon Trust Co History No change 400 40 0.0% 0.0% 670 0 0.0% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History Added to 343 35 0.0% 0.0% 671 +64 22.94% Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History Reduced 338 34 0.02% 0.02% 672 -122 -26.52% Q4 2025 Feb 18, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 329 33 0.01% 0.01% 673 0 0.0% Q4 2025 Feb 04, 2026
EverSource Wealth Advisors, LLC History Reduced 313 32 0.0% 0.0% 674 -131 -29.5% Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History No change 306 31 0.0% 0.0% 675 0 0.0% Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History No change 301 30 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 286 29 0.01% — 677 +286 New Q4 2025 Feb 06, 2026
Caldwell Trust Co History New 283 28 0.0% — 678 +283 New Q4 2025 Jan 30, 2026
IFC & Insurance Marketing, Inc. History New 260 27 0.03% — 681 +260 New Q4 2025 Feb 12, 2026
Covestor Ltd History Added to 264 27 0.01% 0.01% 680 +5 1.93% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History No change 267 27 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 22, 2026
Godfrey Financial Associates, Inc. History New 8,601 25 0.02% — 684 +8,601 New Q4 2025 Feb 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 250 25 0.02% 0.02% 683 -40 -13.79% Q4 2025 Feb 02, 2026
Rossmore Private Capital History No change 250 25 0.0% 0.0% 682 0 0.0% Q4 2025 Feb 05, 2026
Colonial Trust Co / SC History Reduced 233 23 0.0% 0.01% 685 -150 -39.16% Q4 2025 Feb 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 210 21 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History No change 200 20 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 09, 2026
Smallwood Wealth Investment Management, LLC History No change 200 20 0.01% 0.01% 688 0 0.0% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 17,730 17 0.0% 0.0% 689 -7 -0.04% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 175 17 0.0% 0.0% 690 +3 1.74% Q4 2025 Feb 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 165 16 0.0% 0.0% 691 0 0.0% Q4 2025 Feb 17, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 166 16 0.0% 0.0% 692 0 0.0% Q4 2025 Jan 08, 2026
Strategic Advocates LLC History No change 158 16 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 152 15 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 13, 2026
TSFG, LLC History Reduced 140 14 0.0% 0.07% 697 -4,289 -96.84% Q4 2025 Feb 04, 2026
Root Financial Partners, LLC History Reduced 145 14 0.0% 0.0% 698 -25 -14.71% Q4 2025 Feb 10, 2026
Horrell Capital Management, Inc. History No change 140 14 0.01% 0.01% 695 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 141 14 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 20, 2026
NBC SECURITIES, INC. History Reduced 130 13 0.0% 0.0% 700 -25 -16.13% Q4 2025 Jan 29, 2026
FRANKLIN RESOURCES INC History No change 136 13 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History No change 131 13 0.0% 0.0% 701 0 0.0% Q4 2025 Feb 11, 2026
Retirement Wealth Solutions LLC History Reduced 125 12 0.01% 0.07% 703 -903 -87.84% Q4 2025 Jan 07, 2026
Sound Income Strategies, LLC History Reduced 122 12 0.0% 0.0% 702 -394 -76.36% Q4 2025 Jan 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 111 11 0.0% — 704 +111 New Q4 2025 Feb 03, 2026
HFM Investment Advisors, LLC History Added to 110 11 0.0% 0.0% 705 +15 15.79% Q4 2025 Feb 05, 2026
Morton Brown Family Wealth, LLC History Reduced 105 10 0.0% 0.0% 708 -14 -11.76% Q4 2025 Jan 28, 2026
Mascoma Wealth Management LLC History No change 98 10 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 04, 2026
Key FInancial Inc History No change 103 10 0.0% 0.0% 707 0 0.0% Q4 2025 Feb 09, 2026
WealthCollab, LLC History No change 94 9 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History Reduced 83 8 0.0% 0.01% 711 -11,870 -99.31% Q4 2025 Jan 16, 2026
Team Financial Group, LLC History Added to 81 8 0.0% 0.0% 710 +1 1.25% Q4 2025 Jan 13, 2026
Westfuller Advisors, LLC History Added to 80 8 0.0% 0.0% 712 +1 1.27% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 75 7 0.0% 0.0% 714 +35 87.5% Q4 2025 Feb 18, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 69 7 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 26, 2026
LRI Investments, LLC History No change 72 7 0.0% 0.0% 715 0 0.0% Q4 2025 Feb 04, 2026
CURIO WEALTH, LLC History No change 75 7 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 11, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 65 6 0.0% 0.0% 717 +39 150.0% Q4 2025 Jan 20, 2026
Rosenberg Matthew Hamilton History Reduced 57 5 0.0% 0.01% 719 -176 -75.54% Q4 2025 Jan 05, 2026
ESL Trust Services, LLC History New 52 5 0.0% — 718 +52 New Q4 2025 Feb 10, 2026
Orion Capital Management LLC History No change 57 5 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Reduced 45 4 0.0% 0.01% 724 -1,093 -96.05% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 42 4 0.0% 0.02% 722 -750 -94.7% Q4 2025 Feb 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 45 4 0.0% — 721 +45 New Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History New 40 4 0.0% — 723 +40 New Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History No change 48 4 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History New 35 3 0.0% — 726 +35 New Q4 2025 Jan 08, 2026
Raleigh Capital Management Inc. History Added to 31 3 0.0% 0.0% 728 +18 138.46% Q4 2025 Jan 21, 2026
REDMONT WEALTH ADVISORS LLC History No change 37 3 0.0% 0.0% 727 0 0.0% Q4 2025 Feb 06, 2026
Compass Financial Services Inc History No change 30 3 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 27, 2026
KERR FINANCIAL PLANNING Corp History Added to 20 2 0.0% 0.0% 730 +10 100.0% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Reduced 12 1 0.0% 0.0% 731 -536 -97.81% Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History Reduced 15 1 0.0% 0.01% 736 -102 -87.18% Q4 2025 Jan 29, 2026
SHP Wealth Management History New 15 1 0.0% — 734 +15 New Q4 2025 Mar 04, 2026
Lloyd Advisory Services, LLC. History New 11 1 0.0% — 733 +11 New Q4 2025 Feb 06, 2026
Operose Advisors LLC History New 10 1 0.0% — 735 +10 New Q4 2025 Feb 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 13 1 0.0% 0.0% 732 0 0.0% Q4 2025 Jan 23, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.14% — -150,059 -100.0% Q3 2025 Nov 06, 2025
Estate Counselors, LLC History Closed out 0 0 — 0.92% — -104,205 -100.0% Q3 2025 Oct 31, 2025
Trivant Custom Portfolio Group, LLC History Closed out 0 0 — 3.62% — -68,202 -100.0% Q3 2025 Nov 05, 2025
SteelPeak Wealth, LLC History Closed out 0 0 — 0.13% — -38,258 -100.0% Q3 2025 Oct 21, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.79% — -30,420 -100.0% Q3 2025 Oct 20, 2025
Horst & Graben Wealth Management LLC History Closed out 0 0 — 0.46% — -28,859 -100.0% Q3 2025 Oct 16, 2025
Sharkey, Howes & Javer History Closed out 0 0 — 0.37% — -27,907 -100.0% Q3 2025 Oct 10, 2025
Edgestream Partners, L.P. History Closed out 0 0 — 0.07% — -23,800 -100.0% Q3 2025 Nov 12, 2025
Austin Private Wealth, LLC History Closed out 0 0 — 0.17% — -21,855 -100.0% Q3 2025 Oct 17, 2025
Retireful, LLC History Closed out 0 0 — 1.95% — -19,558 -100.0% Q3 2025 Oct 17, 2025
SWP FINANCIAL LLC History Closed out 0 0 — 1.0% — -18,978 -100.0% Q3 2025 Nov 04, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.15% — -17,434 -100.0% Q3 2025 Oct 15, 2025
Ground Swell Capital, LLC History Closed out 0 0 — 3.7% — -16,378 -100.0% Q3 2025 Nov 06, 2025
D L CARLSON INVESTMENT GROUP INC History Closed out 0 0 — 0.25% — -14,272 -100.0% Q3 2025 Nov 14, 2025
SigFig Wealth Management, LLC History Closed out 0 0 — 0.04% — -12,748 -100.0% Q3 2025 Oct 21, 2025
True Vision MN LLC History Closed out 0 0 — 0.68% — -12,607 -100.0% Q3 2025 Oct 28, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.09% — -12,504 -100.0% Q3 2025 Nov 14, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.07% — -12,121 -100.0% Q3 2025 Oct 30, 2025
Bay Harbor Wealth Management, LLC History Closed out 0 0 — 0.32% — -11,315 -100.0% Q3 2025 Oct 09, 2025
PAX Financial Group, LLC History Closed out 0 0 — 0.21% — -11,123 -100.0% Q3 2025 Nov 04, 2025
Pettinga Financial Advisors LLC History Closed out 0 0 — 0.18% — -8,692 -100.0% Q3 2025 Oct 21, 2025
Invst, LLC History Closed out 0 0 — 0.1% — -8,688 -100.0% Q3 2025 Feb 04, 2026
Stokes Family Office, LLC History Closed out 0 0 — 0.07% — -6,973 -100.0% Q3 2025 Nov 14, 2025
Csenge Advisory Group History Closed out 0 0 — 0.03% — -6,967 -100.0% Q3 2025 Oct 28, 2025
McNaughton Wealth Management, LLC History Closed out 0 0 — 0.27% — -6,262 -100.0% Q3 2025 Oct 08, 2025
SFG Wealth Management, LLC. History Closed out 0 0 — 0.27% — -6,108 -100.0% Q3 2025 Nov 13, 2025
JB Capital LLC History Closed out 0 0 — 0.03% — -6,036 -100.0% Q3 2025 Oct 20, 2025
THEORY FINANCIAL LLC History Closed out 0 0 — 0.22% — -6,017 -100.0% Q3 2025 Oct 29, 2025
ONE Advisory Partners, LLC History Closed out 0 0 — 0.19% — -6,010 -100.0% Q3 2025 Nov 06, 2025
360 Financial, Inc. History Closed out 0 0 — 0.2% — -5,967 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.04% — -5,894 -100.0% Q3 2025 Oct 21, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -5,780 -100.0% Q3 2025 Nov 14, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.04% — -5,546 -100.0% Q3 2025 Nov 14, 2025
Echo Wealth Management, LLC History Closed out 0 0 — 0.32% — -5,334 -100.0% Q3 2025 Oct 22, 2025
WEALTH ALLIANCE, LLC History Closed out 0 0 — 0.06% — -5,326 -100.0% Q3 2025 Nov 07, 2025
Apollon Wealth Management, LLC History Closed out 0 0 — 0.01% — -4,907 -100.0% Q3 2025 Oct 17, 2025
Apeiron RIA LLC History Closed out 0 0 — 0.11% — -4,814 -100.0% Q3 2025 Oct 14, 2025
Security Financial Services, INC. History Closed out 0 0 — 0.08% — -4,628 -100.0% Q3 2025 Oct 14, 2025
Avid Wealth Partners LLC History Closed out 0 0 — 0.23% — -4,418 -100.0% Q3 2025 Nov 06, 2025
Legacy Financial Group LLC History Closed out 0 0 — 0.06% — -4,371 -100.0% Q3 2025 Jan 06, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.14% — -4,327 -100.0% Q3 2025 Nov 07, 2025
Range Financial Group LLC History Closed out 0 0 — 0.15% — -4,043 -100.0% Q3 2025 Oct 17, 2025
Centurion Wealth Management LLC History Closed out 0 0 — 0.09% — -3,787 -100.0% Q3 2025 Oct 09, 2025
Cypress Wealth Services, LLC History Closed out 0 0 — 0.06% — -3,562 -100.0% Q3 2025 Oct 15, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.19% — -3,527 -100.0% Q3 2025 Oct 23, 2025
WBI INVESTMENTS, LLC History Closed out 0 0 — 0.09% — -3,467 -100.0% Q3 2025 Nov 20, 2025
Hoxton Planning & Management, LLC History Closed out 0 0 — 0.11% — -3,371 -100.0% Q3 2025 Oct 27, 2025
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.02% — -3,268 -100.0% Q3 2025 Nov 04, 2025
Arkadios Wealth Advisors History Closed out 0 0 — 0.01% — -3,200 -100.0% Q3 2025 Oct 29, 2025
Braun-Bostich & Associates Inc. History Closed out 0 0 — 0.2% — -3,089 -100.0% Q3 2025 Nov 03, 2025
Rothschild Wealth LLC History Closed out 0 0 — 0.07% — -2,944 -100.0% Q3 2025 Nov 14, 2025
Leo Wealth, LLC History Closed out 0 0 — 0.04% — -2,913 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -2,909 -100.0% Q3 2025 Nov 14, 2025
Coastal Bridge Advisors, LLC History Closed out 0 0 — 0.02% — -2,806 -100.0% Q3 2025 Nov 03, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.05% — -2,773 -100.0% Q3 2025 Nov 12, 2025
Integrity Advisory Solutions, LLC History Closed out 0 0 — 0.05% — -2,773 -100.0% Q3 2025 Nov 12, 2025
MKT Advisors LLC History Closed out 0 0 — 0.1% — -2,720 -100.0% Q3 2025 Oct 17, 2025
BCU Wealth Advisors, LLC History Closed out 0 0 — 0.11% — -2,707 -100.0% Q3 2025 Oct 16, 2025
Tradition Wealth Management, LLC History Closed out 0 0 — 0.02% — -2,670 -100.0% Q3 2025 Nov 13, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.04% — -2,635 -100.0% Q3 2025 Oct 27, 2025
Spectrum Planning & Advisory Services Inc. History Closed out 0 0 — 0.15% — -2,629 -100.0% Q3 2025 Nov 13, 2025
Concorde Asset Management, LLC History Closed out 0 0 — 0.11% — -2,580 -100.0% Q3 2025 Nov 14, 2025
New England Private Wealth Advisors LLC History Closed out 0 0 — 0.03% — -2,422 -100.0% Q3 2025 Nov 13, 2025
Fortis Capital Advisors, LLC History Closed out 0 0 — 0.04% — -2,420 -100.0% Q3 2025 Oct 31, 2025