iSHARES TRUST - TLH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Reduced 23,581,855 2,397,567 0.71% 0.74% 1 -1,258,604 -5.07% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 9,244,997 939,938 0.26% 0.28% 2 -120,577 -1.29% Q4 2025 Feb 11, 2026
Forum Financial Management, LP History Added to 8,500,234 864,218 11.24% 11.29% 3 +488,995 6.1% Q4 2025 Jan 27, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,533,734 765,954 0.06% 0.06% 4 -408,729 -5.15% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,018,422 408,552 0.02% 0.03% 5 +8,650 0.22% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 3,964,251 403,045 0.03% 0.02% 6 +452,007 12.87% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 3,805,376 386,892 0.01% 0.01% 7 -188,814 -4.73% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 3,203,848 325,660 0.07% 0.07% 8 +257,351 8.73% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,479,826 252,123 0.28% 0.28% 9 +109,362 4.61% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,274,092 231,206 0.81% 0.85% 10 +40,951 1.83% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 2,142,935 217,872 0.44% 0.45% 11 +119,705 5.92% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Added to 1,850,452 188,135 0.46% 0.45% 12 +196,452 11.88% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,827,475 185,799 1.57% 1.53% 13 -74,324 -3.91% Q4 2025 Jan 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,693,511 172,179 0.03% 0.05% 14 -769,682 -31.25% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 1,591,487 161,806 0.44% 0.54% 15 -147,644 -8.49% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Reduced 1,591,423 161,799 0.15% 0.19% 16 -395,060 -19.89% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 1,360,397 138,312 0.32% 0.38% 17 -183,179 -11.87% Q4 2025 Feb 11, 2026
RiverFront Investment Group, LLC History Added to 1,304,901 132,669 2.19% 2.35% 18 +7,432 0.57% Q4 2025 Feb 05, 2026
Dynasty Wealth Management, LLC History Added to 1,228,407 124,892 1.23% 0.65% 19 +754,998 159.48% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 1,190,299 121,017 0.02% 0.02% 20 +14,658 1.25% Q4 2025 Feb 10, 2026
Richard Bernstein Advisors LLC History Reduced 1,050,711 106,827 3.14% 3.17% 21 -23,336 -2.17% Q4 2025 Feb 03, 2026
TRUIST FINANCIAL CORP History Reduced 1,025,587 104,271 0.14% 0.14% 22 -13,961 -1.34% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Added to 977,202 99,352 0.36% 0.45% 23 +13,940 1.45% Q4 2025 Feb 18, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 840,572 85,460 0.03% 0.03% 24 -36,660 -4.18% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 836,523 85,049 0.01% — 25 +836,523 New Q4 2025 Feb 17, 2026
Destination Wealth Management History Reduced 793,726 80,698 2.11% 2.3% 26 -16,461 -2.03% Q4 2025 Feb 13, 2026
HAMILTON CAPITAL PARTNERS, LLC History Added to 750,005 76,252 25.33% 23.74% 27 +149,254 24.84% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History Reduced 733,537 74,578 0.09% 0.13% 28 -332,907 -31.22% Q4 2025 Jan 30, 2026
Cerity Partners OCIO LLC History Added to 717,105 72,908 4.03% 3.42% 29 +66,245 10.18% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 698,389 71,005 0.39% 0.34% 30 +134,166 23.78% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 694,641 70,624 0.04% 0.05% 31 +33,521 5.07% Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Added to 643,282 65,402 1.74% 0.06% 32 +622,650 3017.88% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Reduced 612,565 62,279 0.69% 1.09% 33 -321,781 -34.44% Q4 2025 Feb 02, 2026
UBS Group AG History Reduced 594,756 60,468 0.01% 0.01% 34 -97,610 -14.1% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 582,333 59,205 0.36% 0.45% 35 -24,095 -3.97% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 518,407 52,706 0.69% 0.85% 36 -47,422 -8.38% Q4 2025 Feb 10, 2026
JB Capital LLC History Added to 478,650 48,664 1.99% 2.04% 37 +19,191 4.18% Q4 2025 Jan 20, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 406,161 41,294 0.75% 0.79% 38 +11,814 3.0% Q4 2025 Jan 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 383,817 39,022 0.05% 0.06% 39 -77,534 -16.81% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 377,893 38,420 0.22% 0.24% 40 +11,161 3.04% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 332,331 33,842 0.05% 0.06% 41 -109,856 -24.84% Q4 2025 Feb 17, 2026
RS CRUM INC. History New 314,906 32,016 6.4% — 42 +314,906 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 308,037 31,318 0.17% 0.19% 43 -13,790 -4.28% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 306,282 31,248 0.06% 0.06% 44 -12,011 -3.77% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 265,776 27,021 0.07% 0.09% 45 -57,647 -17.82% Q4 2025 Feb 05, 2026
Savvy Advisors, Inc. History Added to 260,937 26,529 0.86% 0.77% 46 +99,058 61.19% Q4 2025 Jan 20, 2026
Watchman Group, Inc. History Added to 258,903 26,322 6.28% 6.29% 47 +6,418 2.54% Q4 2025 Feb 06, 2026
CASTLEARK MANAGEMENT LLC History No change 258,432 26,274 0.77% 0.75% 48 0 0.0% Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Added to 251,916 25,612 1.71% 1.72% 49 +5,566 2.26% Q4 2025 Feb 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 242,506 24,655 0.37% 0.53% 50 -120,548 -33.2% Q4 2025 Jan 05, 2026
IHT Wealth Management, LLC History Added to 240,725 24,474 0.59% 0.57% 51 +22,673 10.4% Q4 2025 Feb 17, 2026
Johnson Bixby & Associates, LLC History Added to 231,648 23,551 2.92% 2.94% 52 +8,825 3.96% Q4 2025 Jan 14, 2026
GOLDMAN SACHS GROUP INC History Added to 225,575 22,934 0.0% 0.0% 53 +145,938 183.25% Q4 2025 Mar 25, 2026
HighTower Advisors, LLC History Added to 216,388 22,000 0.02% 0.02% 54 +34,932 19.25% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 210,845 21,436 0.39% 0.38% 55 +21,944 11.62% Q4 2025 Feb 17, 2026
Commonwealth Financial Services, LLC History New 208,870 21,235 3.5% — 56 +208,870 New Q4 2025 Feb 06, 2026
Atria Investments, Inc History Reduced 206,774 21,022 0.24% 0.25% 57 -2,920 -1.39% Q4 2025 Feb 05, 2026
CreativeOne Wealth, LLC History Reduced 195,895 19,916 0.48% 0.62% 58 -51,353 -20.77% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 192,210 19,568 0.03% 0.03% 59 +14,689 8.27% Q4 2025 Jan 08, 2026
Stone House Investment Management, LLC History Added to 174,016 17,692 2.75% 2.94% 60 +4,339 2.56% Q4 2025 Jan 21, 2026
High Falls Advisors, Inc History Added to 172,268 17,514 3.55% 3.59% 61 +3,047 1.8% Q4 2025 Feb 18, 2026
Goelzer Investment Management, Inc. History Added to 170,709 17,355 0.8% 0.88% 62 +9,612 5.97% Q4 2025 Jan 14, 2026
Orion Porfolio Solutions, LLC History Added to 166,967 16,975 0.12% 0.13% 63 +9,707 6.17% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 164,012 16,675 0.11% 0.12% 64 +788 0.48% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 163,977 16,671 0.34% 0.3% 65 +39,451 31.68% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Added to 163,907 16,664 0.03% 0.02% 66 +40,587 32.91% Q4 2025 Mar 16, 2026
Summit Asset Management, LLC History New 161,453 16,414 2.32% — 67 +161,453 New Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 157,601 16,023 0.01% 0.01% 68 +14,600 10.21% Q4 2025 Feb 17, 2026
Affinity Capital Advisors, LLC History Added to 157,179 15,980 2.21% 2.29% 69 +12,597 8.71% Q4 2025 Jan 09, 2026
SteelPeak Wealth, LLC History Reduced 151,742 15,427 0.5% 0.6% 70 -23,009 -13.17% Q4 2025 Jan 20, 2026
Sharkey, Howes & Javer History Reduced 146,581 14,902 1.89% 2.1% 71 -12,396 -7.8% Q4 2025 Jan 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 145,400 14,782 0.0% 0.0% 72 +32,182 28.42% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 142,377 14,475 0.87% 0.9% 73 +100 0.07% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Added to 140,252 14,259 0.43% 0.3% 74 +39,771 39.58% Q4 2025 Feb 11, 2026
OpenArc Corporate Advisory, LLC History New 136,345 13,862 0.23% — 75 +136,345 New Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 132,188 13,439 0.1% — 76 +132,188 New Q4 2025 Feb 18, 2026
INTEGRITY ALLIANCE, LLC. History Added to 131,986 13,419 0.49% 0.5% 77 +29,006 28.17% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Reduced 128,985 13,113 0.76% 0.88% 78 -14,053 -9.82% Q4 2025 Feb 04, 2026
Harvest Portfolios Group Inc. History Reduced 127,438 12,956 0.23% 0.29% 79 -22,726 -15.13% Q4 2025 Feb 06, 2026
Kelly Financial Services LLC History Reduced 126,944 12,906 3.23% 5.21% 80 -68,476 -35.04% Q4 2025 Jan 13, 2026
Estate Counselors, LLC History New 117,565 11,952 1.0% — 81 +117,565 New Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 112,099 11,397 0.12% 0.13% 82 +31,549 39.17% Q4 2025 Jan 23, 2026
Triad Wealth Partners, LLC History Reduced 111,009 11,286 1.07% 1.66% 83 -13,986 -11.19% Q4 2025 Jan 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 102,966 10,468 0.63% 0.69% 84 -12,570 -10.88% Q4 2025 Jan 20, 2026
Financial Engines Advisors L.L.C. History Reduced 102,439 10,414 0.02% 0.03% 85 -46,879 -31.4% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 100,563 10,248 0.05% 0.06% 86 +9,549 10.49% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History Reduced 99,401 10,106 0.92% 1.1% 87 -13,430 -11.9% Q4 2025 Feb 18, 2026
Kovitz Investment Group Partners, LLC History Added to 98,891 10,054 0.22% 0.02% 88 +40,788 70.2% Q4 2025 Feb 20, 2026
Regal Investment Advisors LLC History Added to 95,180 9,677 0.58% 0.58% 89 +8,720 10.09% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Reduced 94,588 9,616 1.35% 1.4% 90 -360 -0.38% Q4 2025 Jan 20, 2026
JANE STREET GROUP, LLC History Added to 93,741 9,530 0.0% 0.0% 91 +89,441 2080.02% Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History Added to 92,697 9,424 1.48% 1.36% 92 +10,063 12.18% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 91,899 9,343 0.09% 0.1% 93 +87 0.09% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 91,798 9,333 0.18% 0.24% 94 +29,476 47.3% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 91,178 9,270 0.16% 0.11% 95 +44,768 96.46% Q4 2025 Feb 06, 2026
Avantax Planning Partners, Inc. History Reduced 91,082 9,260 0.26% 0.27% 96 -554 -0.6% Q4 2025 Feb 05, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 89,094 9,058 0.08% 0.1% 97 +1,738 1.99% Q4 2025 Jan 28, 2026
WEALTH ALLIANCE, LLC History Reduced 88,873 9,035 0.88% 0.97% 98 -2,770 -3.02% Q4 2025 Feb 13, 2026
Invst, LLC History Reduced 87,016 8,846 0.96% 1.05% 99 -2,239 -2.51% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 86,701 8,814 0.14% 0.05% 100 +60,885 235.84% Q4 2025 Mar 12, 2026
Net Worth Advisory Group History Added to 86,657 8,810 1.78% 2.38% 101 +6,757 8.46% Q4 2025 Jan 14, 2026
Keystone Financial Services History Added to 86,324 8,776 2.65% 2.08% 102 +21,194 32.54% Q4 2025 Feb 12, 2026
PAX Financial Group, LLC History Added to 86,070 8,750 1.51% 1.36% 103 +12,510 17.01% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 85,840 8,727 0.01% 0.01% 104 +20,253 30.88% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 84,427 8,583 0.51% 0.53% 105 -34,303 -28.89% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 83,116 8,450 0.04% 0.04% 106 +6,559 8.57% Q4 2025 Feb 17, 2026
Evergreen Private Wealth LLC History Added to 81,655 8,301 3.27% 3.21% 107 +4,703 6.11% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Reduced 81,351 8,271 0.09% 0.11% 108 -10,672 -11.6% Q4 2025 Jan 16, 2026
Brookstone Capital Management History Added to 79,777 8,110 0.09% 0.09% 109 +5,536 7.46% Q4 2025 Jan 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 76,285 7,799 0.36% — 110 +76,285 New Q4 2025 Feb 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 76,555 7,779 1.0% 1.16% 111 -3,245 -4.07% Q4 2025 Feb 04, 2026
ONE Advisory Partners, LLC History Reduced 74,889 7,613 2.3% 3.22% 112 -26,174 -25.9% Q4 2025 Jan 12, 2026
Integrated Wealth Concepts LLC History Added to 73,814 7,504 0.09% 0.06% 113 +9,482 14.74% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Reduced 72,353 7,356 1.92% 2.05% 114 -1,495 -2.02% Q4 2025 Feb 02, 2026
One Wealth Advisors, LLC History Added to 71,867 7,306 0.89% 0.9% 115 +2,510 3.62% Q4 2025 Feb 02, 2026
Legacy Financial Group LLC History Added to 72,215 7,290 0.9% 0.97% 116 +64 0.09% Q4 2025 Feb 05, 2026
SCOTIA CAPITAL INC. History Added to 71,026 7,221 0.03% 0.03% 117 +922 1.32% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 68,893 7,004 0.08% 0.07% 118 +8,660 14.38% Q4 2025 Jan 20, 2026
Goodman Advisory Group, LLC History Added to 66,690 6,780 1.67% 1.59% 119 +4,645 7.49% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 65,740 6,683 0.1% 0.1% 120 +8,986 15.83% Q4 2025 Feb 12, 2026
GenWealth Group, Inc. History Added to 65,413 6,659 1.14% 0.08% 121 +61,184 1446.77% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 65,435 6,652 0.03% 0.03% 122 +4,463 7.32% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 65,406 6,649 0.37% 0.31% 123 +16,613 34.05% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 65,093 6,618 0.18% 0.06% 124 +31,007 90.97% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 64,932 6,601 0.01% 0.01% 125 +593 0.92% Q4 2025 Feb 13, 2026
Cobblestone Asset Management LLC History Reduced 64,235 6,530 2.93% 3.08% 126 -1,068 -1.64% Q4 2025 Jan 15, 2026
Concurrent Investment Advisors, LLC History Added to 63,523 6,458 0.07% 0.06% 127 +30,561 92.72% Q4 2025 Jan 29, 2026
SigFig Wealth Management, LLC History Reduced 63,485 6,454 0.19% 0.21% 128 -2,512 -3.81% Q4 2025 Jan 16, 2026
Composition Wealth, LLC History Reduced 62,612 6,365 0.09% 0.11% 129 -5,971 -8.71% Q4 2025 Feb 02, 2026
Systelligence, LLC History Reduced 61,740 6,277 1.19% 1.61% 130 -20,873 -25.27% Q4 2025 Jan 22, 2026
Prospera Financial Services Inc History Added to 61,688 6,271 0.1% 0.1% 131 +5,358 9.51% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 60,880 6,189 0.01% 0.01% 132 +82 0.13% Q4 2025 Feb 17, 2026
Premier Path Wealth Partners, LLC History Reduced 60,409 6,141 0.79% 0.88% 133 -5,881 -8.87% Q4 2025 Jan 22, 2026
BCGM Wealth Management, LLC History Reduced 60,301 6,130 1.56% 1.76% 134 -5,225 -7.97% Q4 2025 Jan 07, 2026
Sheridan Capital Management, LLC History Reduced 60,071 6,107 3.1% 3.3% 135 -680 -1.12% Q4 2025 Jan 23, 2026
CORE WEALTH ADVISORS, LLC History New 59,914 6,091 4.8% — 136 +59,914 New Q4 2025 Feb 10, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 59,767 6,076 1.82% 2.04% 137 -2,856 -4.56% Q4 2025 Jan 23, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 58,949 5,993 0.0% 0.0% 138 +20,152 51.94% Q4 2025 Feb 11, 2026
BEACON FINANCIAL GROUP History New 58,409 5,938 0.59% — 139 +58,409 New Q4 2025 Apr 01, 2026
AlphaCore Capital LLC History Added to 58,345 5,931 0.13% 0.0% 140 +58,296 118971.43% Q4 2025 Feb 05, 2026
WCG Wealth Advisors LLC History Added to 57,752 5,872 0.16% 0.22% 141 +23,157 66.94% Q4 2025 Feb 10, 2026
Elevated Financial Group LLC History New 57,753 5,871 2.03% — 142 +57,753 New Q4 2025 Jan 29, 2026
True Vision MN LLC History Reduced 56,991 5,794 2.94% 3.25% 143 -3,526 -5.83% Q4 2025 Jan 14, 2026
Shared Vision Wealth Group LLC History Reduced 56,265 5,764 2.33% 2.58% 144 -1,490 -2.58% Q4 2025 Feb 11, 2026
ABLE Financial Group, LLC History Added to 56,152 5,708 1.16% 1.18% 145 +3,260 6.16% Q4 2025 Jan 23, 2026
A4 Wealth Advisors LLC History Added to 55,963 5,689 4.92% 3.13% 146 +19,890 55.14% Q4 2025 Feb 13, 2026
Nan Shan Life Insurance Co., Ltd. History No change 54,700 5,561 0.17% 0.12% 147 0 0.0% Q4 2025 Feb 13, 2026
Van Hulzen Asset Management, LLC History Added to 53,349 5,423 0.4% 0.38% 148 +3,622 7.28% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 51,895 5,242 0.15% — 149 +51,895 New Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 50,390 5,171 0.44% 0.45% 150 +1,309 2.67% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History Reduced 50,700 5,154 0.57% 0.62% 151 -2,187 -4.14% Q4 2025 Feb 03, 2026
Cresta Advisors, Ltd. History Added to 50,540 5,138 2.15% 2.19% 152 +2,985 6.28% Q4 2025 Feb 03, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 50,315 5,115 2.18% 2.23% 153 +2,145 4.45% Q4 2025 Feb 18, 2026
May Hill Capital, LLC History Added to 49,066 4,988 0.65% 0.81% 154 +22,070 81.75% Q4 2025 Feb 05, 2026
Ranch Capital Advisors Inc. History Added to 48,950 4,976 1.83% 1.94% 155 +281 0.58% Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History Reduced 48,071 4,887 0.07% 0.4% 156 -154,184 -76.23% Q4 2025 Feb 06, 2026
EWA, LLC History Reduced 46,406 4,718 1.15% 1.49% 157 -5,849 -11.19% Q4 2025 Feb 03, 2026
Bedminster, LLC History New 46,249 4,702 4.32% — 158 +46,249 New Q4 2025 Feb 05, 2026
5T Wealth, LLC History Reduced 46,095 4,685 1.87% 2.49% 159 -9,373 -16.9% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Added to 45,036 4,578 0.04% 0.04% 160 +5,581 14.15% Q4 2025 Jan 26, 2026
RFG Advisory, LLC History Reduced 44,038 4,477 0.08% 0.1% 161 -896 -1.99% Q4 2025 Feb 03, 2026
ARROW FINANCIAL CORP History Reduced 43,178 4,389 0.44% 0.5% 162 -4,570 -9.57% Q4 2025 Feb 05, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 42,976 4,369 1.25% 1.13% 163 +7,568 21.37% Q4 2025 Feb 11, 2026
FIDELITY D & D BANCORP INC History Added to 42,697 4,341 1.87% 1.89% 164 +9,429 28.34% Q4 2025 Feb 09, 2026
Simplicity Wealth,LLC History Reduced 41,959 4,266 0.25% 0.27% 165 -3,005 -6.68% Q4 2025 Jan 30, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 40,969 4,165 0.2% 0.14% 166 +21,101 106.21% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 40,832 4,151 0.06% 0.05% 167 +5,171 14.5% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 40,605 4,150 0.16% 0.24% 168 +2,487 6.52% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 40,429 4,110 0.09% 0.1% 169 +3,083 8.26% Q4 2025 Feb 06, 2026
Tyche Wealth Partners LLC History Added to 39,409 4,006 0.64% 0.6% 170 +6,026 18.05% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Reduced 39,284 3,994 0.01% 0.01% 171 -1,562 -3.82% Q4 2025 Feb 13, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 39,269 3,992 0.76% 0.84% 172 +313 0.8% Q4 2025 Jan 14, 2026
COMERICA BANK History Reduced 38,110 3,874 0.02% 0.02% 173 -7,933 -17.23% Q4 2025 Jan 29, 2026
Cornerstone Planning Group LLC History Added to 36,901 3,756 0.59% 0.57% 174 +2,390 6.93% Q4 2025 Feb 02, 2026
Keebeck Wealth Management History Added to 36,445 3,705 0.43% 0.43% 175 +1,229 3.49% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 36,417 3,702 0.09% — 176 +36,416 3641600.0% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 36,251 3,685 0.17% 0.16% 177 +3,694 11.35% Q4 2025 Feb 06, 2026
Quadrature Capital Ltd History New 36,159 3,676 0.04% — 178 +36,159 New Q4 2025 Feb 17, 2026
Atlatl Advisers LLC History Reduced 36,144 3,674 1.41% 1.59% 179 -2,748 -7.07% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 35,571 3,616 0.04% 0.04% 180 +5,839 19.64% Q4 2025 Jan 29, 2026
Polaris Investment Advisors, LLC History New 35,480 3,607 2.61% — 181 +35,480 New Q4 2025 Jan 15, 2026
LFA - Lugano Financial Advisors SA History Added to 33,915 3,448 1.78% 1.81% 182 +390 1.16% Q4 2025 Jan 29, 2026
Financial & Tax Architects, LLC History Added to 33,494 3,405 0.77% 0.66% 183 +4,235 14.47% Q4 2025 Jan 21, 2026
SWP FINANCIAL LLC History Reduced 33,163 3,371 1.69% 2.7% 184 -18,300 -35.56% Q4 2025 Jan 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 33,038 3,366 0.98% 1.01% 185 +4,256 14.79% Q4 2025 Feb 10, 2026
Krilogy Financial LLC History Reduced 32,453 3,324 0.11% 0.15% 186 -6,571 -16.84% Q4 2025 Jan 27, 2026
Modus Advisors, LLC History Added to 32,646 3,319 0.88% 0.89% 187 +907 2.86% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Reduced 32,640 3,318 0.45% 0.51% 188 -1,455 -4.27% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Added to 32,218 3,275 0.45% 0.53% 189 +1,002 3.21% Q4 2025 Jan 14, 2026
SWMG, LLC History Reduced 31,997 3,260 0.91% 1.04% 190 -706 -2.16% Q4 2025 Feb 10, 2026
McNaughton Wealth Management, LLC History Reduced 32,054 3,258 1.34% 1.88% 191 -11,152 -25.81% Q4 2025 Jan 12, 2026
Geneos Wealth Management Inc. History Added to 31,615 3,214 0.08% 0.08% 192 +92 0.29% Q4 2025 Jan 28, 2026
Centurion Wealth Management LLC History Added to 31,016 3,153 0.69% 0.71% 193 +535 1.76% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Reduced 30,955 3,147 0.05% 0.06% 194 -192 -0.62% Q4 2025 Jan 22, 2026
Gateway Wealth Partners, LLC History Added to 30,730 3,124 0.35% 0.38% 195 +3,366 12.3% Q4 2025 Feb 11, 2026
Strategic Financial Concepts, LLC History New 30,621 3,113 2.85% — 196 +30,621 New Q4 2025 Feb 09, 2026
Midwest Capital Advisors, LLC History Reduced 29,014 2,949 1.41% 2.8% 197 -27,375 -48.55% Q4 2025 Jan 29, 2026
Kilter Group LLC History Added to 28,012 2,847 1.26% 1.26% 198 +2,049 7.89% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History New 27,971 2,843 0.16% — 199 +27,971 New Q4 2025 Feb 06, 2026
Hoxton Planning & Management, LLC History Reduced 27,528 2,798 0.84% 0.93% 200 -402 -1.44% Q4 2025 Feb 11, 2026
UNIQUE WEALTH, LLC History Added to 27,301 2,775 0.39% 0.41% 201 +371 1.38% Q4 2025 Jan 06, 2026
WBH ADVISORY INC History Added to 27,276 2,773 0.21% 0.14% 202 +9,306 51.79% Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History Reduced 26,506 2,694 0.41% 0.45% 203 -2,271 -7.89% Q4 2025 Feb 11, 2026
Clarus Wealth Advisors History Added to 26,313 2,690 1.11% 1.16% 204 +902 3.55% Q4 2025 Jan 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 26,217 2,665 0.06% 0.06% 205 +3,171 13.76% Q4 2025 Jan 29, 2026
West Wealth Group, LLC History Added to 25,837 2,626 0.54% 0.5% 206 +4,720 22.35% Q4 2025 Jan 26, 2026
ANDERSON HOAGLAND & CO History Added to 25,469 2,589 0.22% 0.21% 207 +2,894 12.82% Q4 2025 Jan 05, 2026
Apeiron RIA LLC History Added to 25,465 2,570 0.52% 0.57% 208 +1,000 4.09% Q4 2025 Feb 03, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 25,219 2,564 0.01% — 209 +25,219 New Q4 2025 Feb 05, 2026
Heck Capital Advisors, LLC History Added to 25,066 2,548 0.19% 0.18% 210 +2,114 9.21% Q4 2025 Jan 16, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 25,021 2,543 0.16% 0.18% 211 -1,546 -5.82% Q4 2025 Feb 17, 2026
FINANCIAL LIFE ADVISORS History Added to 24,848 2,526 0.78% 0.66% 212 +4,941 24.82% Q4 2025 Jan 30, 2026
FORTE ASSET MANAGEMENT LLC History Added to 24,602 2,501 1.14% 1.22% 213 +2 0.01% Q4 2025 Jan 16, 2026
Mosley Wealth Management History New 24,261 2,496 1.14% — 214 +24,261 New Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 24,500 2,490 0.0% 0.0% 215 +100 0.41% Q4 2025 Feb 17, 2026
Saxony Capital Management, LLC History New 24,034 2,443 1.5% — 216 +24,034 New Q4 2025 Jan 15, 2026
Davis Wealth Advisors, LLC History New 23,934 2,433 2.02% — 217 +23,934 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 23,555 2,394 0.0% — 218 +23,555 New Q4 2025 Feb 18, 2026
Rothschild Wealth LLC History Added to 23,543 2,393 0.23% 0.47% 219 +2,783 13.41% Q4 2025 Feb 17, 2026
Horst & Graben Wealth Management LLC History Reduced 23,340 2,375 0.36% 0.37% 220 -370 -1.56% Q4 2025 Jan 27, 2026
Veridan Wealth LLC History Added to 23,304 2,369 0.8% 0.81% 221 +437 1.91% Q4 2025 Feb 13, 2026
Avid Wealth Partners LLC History Reduced 22,809 2,318 1.13% 1.62% 222 -8,894 -28.05% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History Reduced 22,427 2,280 1.19% 1.47% 223 -4,284 -16.04% Q4 2025 Jan 21, 2026
EHRLICH FINANCIAL GROUP History Added to 22,435 2,280 1.3% 1.2% 224 +2,793 14.22% Q4 2025 Jan 06, 2026
Etesian Wealth Advisors, Inc. History Added to 22,317 2,268 0.71% 0.73% 225 +808 3.76% Q4 2025 Feb 11, 2026
Portfolio Resources Advisor Group, Inc. History New 22,264 2,263 2.26% — 226 +22,264 New Q4 2025 Feb 13, 2026
LifePlan Investment Advisors, Inc. History Added to 21,999 2,236 0.91% 0.91% 227 +901 4.27% Q4 2025 Feb 09, 2026
Pinion Investment Advisors, LLC History Added to 21,589 2,194 0.54% 0.46% 228 +5,553 34.63% Q4 2025 Jan 29, 2026
Echo45 Advisors LLC History Added to 21,514 2,187 1.25% 0.77% 229 +8,811 69.36% Q4 2025 Feb 06, 2026
SURIENCE PRIVATE WEALTH LLC History New 21,339 2,169 2.33% — 230 +21,339 New Q4 2025 Jan 16, 2026
B. Riley Wealth Advisors, Inc. History Reduced 21,117 2,146 0.1% 0.11% 231 -1,133 -5.09% Q4 2025 Feb 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 21,071 2,140 0.68% 0.74% 232 +646 3.16% Q4 2025 Feb 10, 2026
RCS Financial Planning, LLC History Added to 21,038 2,138 0.92% 0.9% 233 +1,310 6.64% Q4 2025 Jan 15, 2026
Braun-Bostich & Associates Inc. History Added to 20,916 2,126 1.31% 1.34% 234 +231 1.12% Q4 2025 Jan 14, 2026
LiftPoint Family Wealth Advisors LLC History New 20,764 2,111 1.8% — 235 +20,764 New Q4 2025 Feb 13, 2026
Lansing Street Advisors History Added to 20,506 2,084 0.53% 0.5% 236 +2,316 12.73% Q4 2025 Jan 26, 2026
Diversify Advisory Services, LLC History Reduced 20,276 2,069 0.07% 0.08% 237 -3,973 -16.38% Q4 2025 Jan 23, 2026
Robbins Farley History New 20,285 2,062 0.94% — 238 +20,285 New Q4 2025 Jan 23, 2026
EQ LLC History Reduced 20,200 2,053 0.59% 0.91% 239 -5,819 -22.36% Q4 2025 Feb 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 19,944 2,027 0.47% 0.44% 240 +2,068 11.57% Q4 2025 Jan 06, 2026
J.M. Arbour, LLC History New 19,919 2,025 2.02% — 241 +19,919 New Q4 2025 Jan 26, 2026
NorthRock Partners, LLC History Added to 19,492 1,981 0.03% 0.02% 242 +11,100 132.27% Q4 2025 Feb 17, 2026
BCU Wealth Advisors, LLC History Reduced 19,293 1,961 0.75% 0.81% 243 -142 -0.73% Q4 2025 Jan 30, 2026
Checchi Capital Advisers, LLC History Added to 19,125 1,944 0.1% 0.04% 244 +12,292 179.89% Q4 2025 Jan 27, 2026
Snowden Capital Advisors LLC History Added to 18,830 1,914 0.05% 0.04% 245 +3,155 20.13% Q4 2025 Feb 17, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 18,796 1,910 0.98% 1.45% 246 -6,201 -24.81% Q4 2025 Feb 10, 2026
Carr Financial Group Corp History Reduced 18,675 1,898 0.5% 1.14% 247 -21,704 -53.75% Q4 2025 Jan 09, 2026
Values First Advisors, Inc. History Added to 18,665 1,897 0.98% 1.01% 248 +370 2.02% Q4 2025 Jan 30, 2026
Cyndeo Wealth Partners, LLC History Added to 18,144 1,844 0.1% 0.1% 249 +231 1.29% Q4 2025 Jan 07, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 17,905 1,820 0.11% 0.12% 250 +1,937 12.13% Q4 2025 Feb 11, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Reduced 17,855 1,815 1.12% 2.18% 251 -14,027 -44.0% Q4 2025 Feb 10, 2026
Centerline Wealth Advisors, LLC History New 17,779 1,807 0.65% — 252 +17,779 New Q4 2025 Jan 08, 2026
Cerity Partners LLC History Reduced 17,718 1,801 0.0% 0.0% 253 -5,749 -24.5% Q4 2025 Feb 11, 2026
ShoreHaven Wealth Partners, LLC History Added to 17,617 1,791 0.64% 0.66% 254 +235 1.35% Q4 2025 Feb 10, 2026
Quadrant Private Wealth Management, LLC History Added to 17,506 1,779 0.29% 0.31% 255 +1,111 6.78% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Added to 17,489 1,778 0.21% 0.08% 256 +12,776 271.08% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 17,422 1,771 0.1% 0.11% 257 -146 -0.83% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Reduced 17,280 1,756 0.05% 0.06% 258 -4,456 -20.5% Q4 2025 Jan 30, 2026
Royal Fund Management, LLC History Added to 17,139 1,742 0.16% 0.09% 259 +9,557 126.05% Q4 2025 Jan 15, 2026
JT Stratford LLC History Reduced 16,848 1,712 0.22% 0.64% 260 -29,506 -63.65% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 16,608 1,688 0.08% 0.07% 261 +3,085 22.81% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 16,547 1,682 0.07% 0.06% 262 +3,060 22.69% Q4 2025 Feb 09, 2026
Fermata Advisors, LLC History Added to 15,984 1,625 0.39% 0.13% 263 +10,952 217.65% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Added to 15,753 1,601 0.12% 0.11% 264 +1,650 11.7% Q4 2025 Jan 29, 2026
Richmond Investment Services, LLC History Added to 15,529 1,579 0.27% 0.16% 265 +7,179 85.98% Q4 2025 Feb 12, 2026
Retirement Wealth Solutions LLC History Reduced 15,453 1,571 0.99% 1.21% 266 -2,464 -13.75% Q4 2025 Jan 07, 2026
Pathstone Holdings, LLC History New 15,399 1,565 0.01% — 267 +15,399 New Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 15,371 1,562 0.01% 0.01% 268 +1,303 9.26% Q4 2025 Jan 26, 2026
Aspire Private Capital, LLC History Added to 15,329 1,558 0.35% 0.28% 269 +2,920 23.53% Q4 2025 Jan 16, 2026
Prime Capital Investment Advisors, LLC History Reduced 15,306 1,556 0.02% 0.02% 270 -199 -1.28% Q4 2025 Jan 21, 2026
First Heartland Consultants, Inc. History Reduced 15,235 1,548 0.12% 0.29% 271 -20,066 -56.84% Q4 2025 Jan 09, 2026
Beacon Bridge Wealth Partners, LLC History New 14,880 1,512 0.5% — 272 +14,880 New Q4 2025 Jan 27, 2026
Pettinga Financial Advisors LLC History Reduced 14,865 1,511 0.29% 1.45% 273 -57,582 -79.48% Q4 2025 Feb 12, 2026
Barnes Wealth Management Group, Inc History Reduced 14,783 1,502 0.8% 0.99% 274 -2,608 -15.0% Q4 2025 Feb 24, 2026
Integrity Advisory Solutions, LLC History Added to 14,758 1,500 0.22% 0.19% 275 +3,185 27.52% Q4 2025 Feb 09, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 14,735 1,498 0.04% 0.06% 276 -7,907 -34.92% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Reduced 14,570 1,481 0.07% 0.12% 277 -10,851 -42.69% Q4 2025 Feb 13, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 14,409 1,465 0.35% 0.59% 278 -7,294 -33.61% Q4 2025 Feb 27, 2026
Venturi Wealth Management, LLC History Added to 14,363 1,460 0.06% 0.07% 279 +755 5.55% Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 14,299 1,453 0.2% — 280 +14,299 New Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Added to 14,130 1,436 0.05% 0.04% 281 +3,628 34.55% Q4 2025 Jan 13, 2026
REGIMEN WEALTH, LLC History Added to 14,019 1,425 0.42% 0.42% 282 +305 2.22% Q4 2025 Feb 09, 2026
PFG Advisors History Added to 13,888 1,411 0.07% 0.05% 283 +2,990 27.44% Q4 2025 Jan 27, 2026
Mayflower Financial Advisors, LLC History Reduced 13,761 1,399 0.17% 0.19% 284 -691 -4.78% Q4 2025 Jan 13, 2026
Legacy Private Trust Co. History Reduced 13,466 1,369 0.08% 0.09% 285 -911 -6.34% Q4 2025 Jan 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 13,129 1,334 1.06% — 286 +13,129 New Q4 2025 Feb 11, 2026
Veltria Advisors Corp. History Added to 12,667 1,300 5.67% 1.3% 287 +9,789 340.13% Q4 2025 Jan 30, 2026
Strategic Investment Advisors / MI History Added to 12,620 1,283 0.11% 0.12% 288 +12,183 2787.87% Q4 2025 Feb 17, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 12,198 1,240 1.03% 1.1% 289 -779 -6.0% Q4 2025 Jan 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 12,137 1,233 0.21% — 290 +12,137 New Q4 2025 Feb 12, 2026
AlTi Global, Inc. History No change 11,964 1,216 0.03% 0.03% 291 0 0.0% Q4 2025 Feb 13, 2026
Two West Capital Advisors LLC History Added to 11,876 1,207 0.7% 0.62% 292 +2,012 20.4% Q4 2025 Jan 13, 2026
Arkadios Wealth Advisors History Added to 11,716 1,191 0.02% 0.02% 293 +5,620 92.19% Q4 2025 Feb 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 11,626 1,182 0.44% 0.49% 294 -567 -4.65% Q4 2025 Jan 08, 2026
Kingsview Wealth Management, LLC History Added to 11,269 1,145 0.02% 0.02% 295 +836 8.01% Q4 2025 Feb 09, 2026
TBH Global Asset Management, LLC History Reduced 11,106 1,129 0.19% 0.36% 296 -6,933 -38.43% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 11,081 1,126 0.05% 0.07% 297 -443 -3.84% Q4 2025 Jan 28, 2026
Sovereign Financial Group, Inc. History Reduced 10,990 1,117 0.19% 0.22% 298 -244 -2.17% Q4 2025 Jan 07, 2026
Spire Wealth Management History Reduced 10,928 1,111 0.04% 0.05% 299 -3,035 -21.74% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History Added to 10,902 1,108 0.07% 0.07% 300 +1,630 17.58% Q4 2025 Feb 20, 2026
Cumberland Partners Ltd History Added to 10,835 1,101 0.07% 0.04% 301 +5,605 107.17% Q4 2025 Feb 06, 2026
BOS Asset Management, LLC History Added to 10,663 1,084 0.29% 0.3% 302 +446 4.37% Q4 2025 Jan 09, 2026
SVB WEALTH LLC History Reduced 10,614 1,079 0.06% 0.1% 303 -6,734 -38.82% Q4 2025 Feb 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 10,575 1,075 0.01% 0.07% 304 -37,230 -77.88% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 10,504 1,067 0.01% 0.01% 305 -83 -0.78% Q4 2025 Jan 12, 2026
WealthPoint Financial, LLC History New 10,420 1,059 0.92% — 306 +10,420 New Q4 2025 Feb 19, 2026
Sequoia Financial Advisors, LLC History Added to 10,366 1,053 0.01% 0.01% 307 +756 7.87% Q4 2025 Feb 03, 2026
TritonPoint Partners, LLC History New 10,320 1,049 0.56% — 308 +10,320 New Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 10,173 1,034 0.03% 0.03% 309 +131 1.3% Q4 2025 Feb 12, 2026
TFB Advisors LLC History Reduced 10,110 1,027 0.29% 0.32% 310 -350 -3.35% Q4 2025 Feb 13, 2026
W ADVISORS, LLC History Reduced 10,098 1,026 0.52% 0.58% 311 -682 -6.33% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 10,091 1,025 0.0% 0.0% 312 -1,193 -10.57% Q4 2025 Mar 09, 2026
MILESTONE ASSET MANAGEMENT, LLC History New 10,034 1,020 0.19% — 313 +10,034 New Q4 2025 Jan 28, 2026
First International Bank of Israel Ltd. History Reduced 9,947 1,011 0.48% 0.62% 314 -579 -5.5% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,301 1,000 0.02% 0.02% 315 -4 -0.04% Q4 2025 Feb 11, 2026
CURTIS WEALTH MANAGEMENT LLC History New 9,658 989 0.86% — 316 +9,658 New Q4 2025 Feb 11, 2026
DecisionMap Wealth Management, LLC History New 9,548 970 0.6% — 317 +9,548 New Q4 2025 Jan 07, 2026
Transamerica Financial Advisors, LLC History Added to 9,539 969 0.08% 0.04% 318 +4,967 108.64% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 9,525 968 0.03% 0.19% 319 -46,214 -82.91% Q4 2025 Jan 12, 2026
IFG Advisory, LLC History Reduced 9,478 963 0.04% 0.06% 320 -2,488 -20.79% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 9,457 961 0.26% 0.34% 321 +1,545 19.53% Q4 2025 Feb 09, 2026
Ascent Group, LLC History Reduced 9,409 956 0.03% 0.04% 322 -1,624 -14.72% Q4 2025 Jan 20, 2026
Wells Financial Advisors INC History Reduced 9,271 942 1.79% 1.76% 323 -3,510 -27.46% Q4 2025 Feb 02, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 9,239 939 0.34% 0.41% 324 +25 0.27% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Reduced 9,082 923 0.04% 0.08% 326 -8,993 -49.75% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Reduced 9,081 923 0.08% 0.09% 325 -1,323 -12.72% Q4 2025 Jan 26, 2026
Traveka Wealth, LLC History Added to 9,050 920 0.37% 0.22% 327 +4,257 88.82% Q4 2025 Jan 08, 2026
STRATEGY ASSET MANAGERS LLC History Added to 8,904 905 0.15% 0.09% 328 +3,861 76.56% Q4 2025 Feb 11, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 8,847 899 0.2% 0.25% 329 -1,099 -11.05% Q4 2025 Feb 11, 2026
TSA Wealth Managment LLC History Added to 8,527 866 0.29% 0.29% 330 +367 4.5% Q4 2025 Jan 22, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 8,497 863 0.13% 0.15% 331 -832 -8.92% Q4 2025 Jan 13, 2026
Perigon Wealth Management, LLC History Added to 8,364 850 0.02% 0.02% 332 +701 9.15% Q4 2025 Jan 16, 2026
Retirement Management Systems Inc. History New 8,142 827 0.21% — 333 +8,142 New Q4 2025 Feb 12, 2026
RHS Financial, LLC History Added to 8,099 823 0.4% 0.4% 334 +646 8.67% Q4 2025 Jan 16, 2026
FIRST MANHATTAN CO. LLC. History Reduced 8,082 821 0.0% 0.0% 335 -1,596 -16.49% Q4 2025 Feb 17, 2026
Concorde Asset Management, LLC History Added to 8,022 815 0.33% 0.31% 336 +791 10.94% Q4 2025 Feb 13, 2026
BARINGS LLC History New 7,985 811 0.01% — 337 +7,985 New Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Reduced 7,872 800 0.01% 0.02% 338 -202 -2.5% Q4 2025 Feb 11, 2026
Klaas Financial Asset Advisors, LLC History Reduced 7,859 799 0.12% 0.12% 339 -70 -0.88% Q4 2025 Jan 27, 2026
WEALTHGARDEN F.S. LLC History Added to 7,763 795 0.52% 0.55% 340 +438 5.98% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Reduced 7,780 791 0.05% 0.06% 341 -1,090 -12.29% Q4 2025 Feb 13, 2026
WAYSTONE ADVISORS LLC History New 7,764 789 0.68% — 342 +7,764 New Q4 2025 Feb 09, 2026
Hilltop Holdings Inc. History Reduced 7,643 777 0.05% 0.05% 343 -961 -11.17% Q4 2025 Feb 17, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 7,581 770 0.17% 0.08% 345 +5,238 223.56% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 7,582 770 0.02% 0.01% 344 +1,249 19.72% Q4 2025 Feb 09, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 7,549 767 0.02% 0.03% 346 -7,528 -49.93% Q4 2025 Feb 18, 2026
Columbus Macro, LLC History New 7,514 763 0.08% — 347 +7,514 New Q4 2025 Jan 15, 2026
THEORY FINANCIAL LLC History Reduced 7,453 763 0.26% 0.37% 348 -2,606 -25.91% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 7,440 756 0.0% 0.0% 349 -218 -2.85% Q4 2025 Feb 12, 2026
Financial Partners Group, Inc History Added to 7,346 746 0.09% 0.03% 350 +4,684 175.96% Q4 2025 Feb 03, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 7,333 745 0.0% 23.54% 351 -41,904 -85.11% Q4 2025 Feb 17, 2026
Silverleafe Capital Partners, LLC History Reduced 7,196 731 0.22% 0.26% 352 -1,077 -13.02% Q4 2025 Jan 12, 2026
Archer Investment Management, LLC History New 7,163 728 0.39% — 353 +7,163 New Q4 2025 Jan 12, 2026
Focus Financial Network, Inc. History Added to 7,101 721 0.03% 0.03% 354 +147 2.11% Q4 2025 Jan 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 6,881 699 0.01% 0.01% 355 +3,519 104.67% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 6,830 694 0.0% 0.0% 356 +2,459 56.26% Q4 2025 Jan 26, 2026
Embree Financial Group History Added to 6,677 678 0.08% 0.07% 357 +1,741 35.27% Q4 2025 Jan 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 6,668 677 0.01% 0.01% 358 -1,387 -17.22% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 6,616 672 0.0% 0.0% 359 +1,449 28.04% Q4 2025 Jan 30, 2026
Redwood Investment Management, LLC History Added to 6,582 669 0.08% 0.04% 360 +2,804 74.22% Q4 2025 Feb 17, 2026
ORG Partners LLC History Reduced 6,564 667 0.12% 0.15% 362 -1,160 -15.02% Q4 2025 Jan 14, 2026
Lifeworks Advisors, LLC History Added to 6,566 667 0.09% 0.09% 361 +182 2.85% Q4 2025 Feb 13, 2026
MGO Private Wealth, LLC History Reduced 6,514 662 0.41% 1.2% 364 -13,000 -66.62% Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,513 662 0.01% 0.02% 363 -2 -0.03% Q4 2025 Feb 05, 2026
ARWA LLC History New 6,506 661 0.39% — 365 +6,506 New Q4 2025 Feb 27, 2026
Argyle Capital Partners, LLC History Added to 6,460 656 0.48% 0.36% 366 +1,539 31.27% Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History Added to 6,395 650 0.21% 0.15% 367 +2,045 47.01% Q4 2025 Feb 13, 2026
Avantra Family Wealth, Inc. History Reduced 6,391 649 0.47% 0.49% 368 -5 -0.08% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 6,380 648 0.04% 0.04% 369 +90 1.43% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 6,291 639 0.01% 0.0% 370 +1,983 46.03% Q4 2025 Feb 17, 2026
ASL Financial, LLC History New 6,235 633 0.5% — 371 +6,235 New Q4 2025 Jan 20, 2026
Avidian Wealth Enterprises, LLC History Reduced 6,215 631 0.02% 0.03% 372 -281 -4.33% Q4 2025 Feb 02, 2026
VICUS CAPITAL History New 6,192 629 0.05% — 373 +6,192 New Q4 2025 Jan 22, 2026
EASTERN BANK History Reduced 6,164 626 0.01% 0.01% 374 -806 -11.56% Q4 2025 Jan 14, 2026
BLALOCK WILLIAMS, LLC History Added to 6,031 613 0.49% 0.47% 375 +822 15.78% Q4 2025 Feb 02, 2026
Creative Planning History Added to 5,942 604 0.0% 0.0% 376 +1,311 28.31% Q4 2025 Feb 17, 2026
Ballast Rock Private Wealth LLC History New 5,920 601 0.38% — 378 +5,920 New Q4 2025 Feb 04, 2026
Camarda Financial Advisors, LLC History Reduced 5,912 601 0.23% 0.23% 377 -166 -2.73% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 5,896 599 0.0% 0.01% 379 -2,580 -30.44% Q4 2025 Feb 10, 2026
Able Wealth Management LLC History Added to 5,827 592 0.19% 0.1% 380 +3,163 118.73% Q4 2025 Jan 27, 2026
Legacy Wealth Partners, LLC History New 5,695 579 0.15% — 381 +5,695 New Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Reduced 5,692 578 0.01% 0.05% 382 -8,146 -58.87% Q4 2025 Feb 13, 2026
Yukon Wealth Management, Inc. History Added to 5,670 572 0.33% 0.16% 383 +903 18.94% Q4 2025 Feb 10, 2026
GLOBALT Investments LLC / GA History Reduced 5,623 571 0.02% 0.02% 384 -200 -3.43% Q4 2025 Feb 06, 2026
Vantage Point Financial LLC History Added to 5,593 568 0.2% 0.18% 385 +1,129 25.29% Q4 2025 Feb 02, 2026
MSH Capital Advisors LLC History New 5,529 562 0.12% — 386 +5,529 New Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 5,501 559 0.01% 0.0% 387 +2,001 57.17% Q4 2025 Feb 02, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 5,497 558 0.04% 0.07% 388 -4,249 -43.6% Q4 2025 Jan 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,463 555 0.12% 0.1% 389 +1,413 34.89% Q4 2025 Jan 09, 2026
VestGen Investment Management History Reduced 5,408 549 0.3% 0.39% 390 -958 -15.05% Q4 2025 Feb 18, 2026
Core Wealth Partners LLC History Reduced 5,327 541 0.24% 0.25% 391 -23 -0.43% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 5,317 540 0.01% 0.01% 392 +1,524 40.18% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Added to 5,282 537 0.04% 0.03% 393 +1,051 24.84% Q4 2025 Jan 07, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History New 5,204 529 0.48% — 394 +5,204 New Q4 2025 Jan 23, 2026
Apex Wealth Management, LLC History Added to 5,079 518 0.53% 0.37% 395 +8 0.16% Q4 2025 Jan 26, 2026
WORLD EQUITY GROUP, INC. History Reduced 4,984 506 0.14% 0.13% 396 -502 -9.15% Q4 2025 Jan 12, 2026
Valtinson Bruner Financial Planning LLC History No change 4,983 506 0.15% 0.15% 397 0 0.0% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History New 4,969 505 0.02% — 398 +4,969 New Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History Reduced 4,966 504 0.04% 0.05% 399 -643 -11.46% Q4 2025 Jan 13, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 4,918 500 0.15% — 401 +4,909 54544.44% Q4 2025 Feb 05, 2026
Betterment LLC History Added to 4,913 500 0.0% 0.0% 400 +621 14.47% Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History Added to 4,865 494 0.15% 0.38% 402 +1,141 30.64% Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 4,810 489 0.05% — 403 +4,810 New Q4 2025 Feb 02, 2026
Ausdal Financial Partners, Inc. History Reduced 4,780 485 0.02% 0.03% 404 -403 -7.78% Q4 2025 Feb 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 4,747 482 0.22% 0.27% 405 -458 -8.8% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 4,675 475 0.06% 0.09% 406 -3,125 -40.06% Q4 2025 Feb 13, 2026
RDA Financial Network History Added to 4,676 475 0.11% 0.07% 407 +1,796 62.36% Q4 2025 Jan 06, 2026
Vantus Wealth LLC History New 4,651 472 0.35% — 408 +4,651 New Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 4,607 468 0.06% 0.06% 409 +44 0.96% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 4,550 466 0.03% 0.06% 410 -5,464 -54.56% Q4 2025 Feb 04, 2026
GeoWealth Management, LLC History Reduced 4,574 465 0.02% 0.1% 411 -21,532 -82.48% Q4 2025 Feb 17, 2026
LongView Wealth Management History New 4,512 460 0.11% — 412 +4,512 New Q4 2025 Jan 13, 2026
Wealthstar Advisors, LLC History Reduced 4,522 459 0.2% 2.7% 413 -61,939 -93.2% Q4 2025 Jan 30, 2026
Blue Capital, Inc. History Added to 4,418 449 0.32% 0.31% 414 +329 8.05% Q4 2025 Feb 23, 2026
Koshinski Asset Management, Inc. History Reduced 4,407 448 0.03% 0.03% 415 -3 -0.07% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Added to 4,393 446 0.02% 0.02% 416 +1,226 38.71% Q4 2025 Feb 05, 2026
Gilliland Jeter Wealth Management LLC History Added to 4,383 445 0.13% 0.11% 417 +1,048 31.42% Q4 2025 Jan 23, 2026
Resurgent Financial Advisors LLC History Added to 4,325 439 0.22% 0.21% 418 +231 5.64% Q4 2025 Feb 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 4,238 430 0.02% 0.02% 419 -100 -2.31% Q4 2025 Jan 12, 2026
PATRON PARTNERS, LLC History Reduced 4,210 428 0.19% 0.25% 420 -1,085 -20.49% Q4 2025 Feb 11, 2026
Advisors Capital Management, LLC History New 4,200 427 0.01% — 421 +4,200 New Q4 2025 Jan 29, 2026
Continuum Advisory, LLC History Added to 4,184 425 0.04% 0.03% 422 +1,279 44.03% Q4 2025 Feb 11, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 4,179 424 0.4% 0.36% 423 +521 14.24% Q4 2025 Jan 27, 2026
Kovack Advisors, Inc. History New 4,146 421 0.02% — 424 +4,146 New Q4 2025 Feb 17, 2026
Aegis Wealth Management, Inc. History New 4,139 420 0.33% — 425 +4,139 New Q4 2025 Feb 05, 2026
Sound Income Strategies, LLC History Added to 4,104 418 0.02% 0.02% 426 +1,124 37.72% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Reduced 4,108 417 0.0% 0.0% 427 -202 -4.69% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 3,884 395 0.0% 0.0% 428 -55 -1.4% Q4 2025 Jan 26, 2026
PUREfi Wealth, LLC History Reduced 3,884 394 0.3% 0.34% 429 -400 -9.34% Q4 2025 Jan 12, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 3,860 392 0.07% 0.08% 430 -975 -20.17% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,780 384 0.0% 0.0% 431 -101 -2.6% Q4 2025 Feb 11, 2026
Shelter Mutual Insurance Co History Added to 3,770 383 0.09% 0.08% 432 +330 9.59% Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 3,761 382 0.04% 0.04% 433 +551 17.17% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Added to 3,743 380 0.02% 0.02% 434 +54 1.46% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Reduced 3,688 374 0.0% 0.0% 435 -458 -11.05% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,664 372 0.0% 0.0% 436 +877 31.47% Q4 2025 Feb 06, 2026
NerdWallet Wealth Partners, LLC History Added to 3,647 370 0.17% 0.13% 437 +985 37.0% Q4 2025 Jan 13, 2026
Stirlingshire Investments, Inc. History New 3,624 368 0.33% — 438 +3,624 New Q4 2025 Feb 11, 2026
Axim Planning & Wealth History Added to 3,612 367 0.39% 0.23% 440 +779 27.5% Q4 2025 Feb 13, 2026
Spinnaker Investment Group, LLC History Added to 3,612 367 0.07% 0.07% 439 +68 1.92% Q4 2025 Jan 12, 2026
Argent Trust Co History Reduced 3,568 362 0.01% 0.03% 441 -3,781 -51.45% Q4 2025 Feb 10, 2026
City Center Advisors, LLC History New 3,556 361 0.33% — 443 +3,556 New Q4 2025 Jan 05, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 3,555 361 0.12% 0.16% 442 -457 -11.39% Q4 2025 Jan 08, 2026
FAS Wealth Partners, Inc. History Reduced 3,548 360 0.02% 0.03% 444 -45 -1.25% Q4 2025 Feb 18, 2026
GTS SECURITIES LLC History New 3,538 359 0.01% — 445 +3,538 New Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Added to 3,525 358 0.0% 0.0% 446 +88 2.56% Q4 2025 Feb 05, 2026
CHANNEL WEALTH LLC History No change 3,505 356 0.09% 0.1% 447 0 0.0% Q4 2025 Feb 03, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,488 354 0.03% 0.03% 448 0 0.0% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 3,463 352 0.01% 0.01% 449 -396 -10.26% Q4 2025 Feb 09, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,472 352 0.02% 0.03% 450 +35 1.02% Q4 2025 Feb 02, 2026
Entelevest, LLC History New 3,443 350 0.35% — 451 +3,443 New Q4 2025 Feb 11, 2026
Raleigh Capital Management Inc. History Added to 3,437 349 0.13% 0.11% 452 +722 26.59% Q4 2025 Jan 21, 2026
BridgePort Financial Solutions, LLC History Added to 3,432 348 0.09% 0.08% 454 +536 18.51% Q4 2025 Jan 16, 2026
Coastal Bridge Advisors, LLC History Added to 3,428 348 0.03% 0.03% 453 +164 5.02% Q4 2025 Feb 18, 2026
Davies Financial Advisors, Inc. History Reduced 3,419 347 0.64% 1.01% 456 -8,609 -71.57% Q4 2025 Jan 27, 2026
CCG WEALTH MANAGEMENT, LLC History New 3,420 347 0.15% — 455 +3,420 New Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Added to 3,386 344 0.01% 0.01% 457 +287 9.26% Q4 2025 Feb 06, 2026
Annex Advisory Services, LLC History Reduced 3,380 343 0.01% 0.01% 458 -1,060 -23.87% Q4 2025 Jan 26, 2026
CITIGROUP INC History Reduced 3,338 339 0.0% 0.0% 459 -1,590 -32.26% Q4 2025 Feb 13, 2026
Chatterton & Associates Inc. History New 3,325 338 0.29% — 460 +3,325 New Q4 2025 Jan 20, 2026
ROMAN BUTLER FULLERTON & CO History New 3,289 335 0.09% — 461 +3,289 New Q4 2025 Jan 26, 2026
Omega Financial Group, LLC History No change 3,302 335 0.11% 0.11% 462 0 0.0% Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 3,280 333 0.03% 0.03% 463 -396 -10.77% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Reduced 3,267 332 0.07% 0.08% 464 -143 -4.19% Q4 2025 Jan 29, 2026
Charles Schwab Trust Co History Reduced 3,227 328 0.02% 0.02% 465 -105 -3.15% Q4 2025 Jan 09, 2026
FMR LLC History Added to 3,194 324 0.0% 0.0% 466 +550 20.8% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 3,164 321 0.02% 0.03% 467 -756 -19.29% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Reduced 3,158 321 0.0% 0.01% 468 -106 -3.25% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Added to 3,130 318 0.02% 0.01% 469 +1,000 46.95% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 3,072 313 0.0% 0.01% 470 -2,566 -45.51% Q4 2025 Jan 23, 2026
EP Wealth Advisors, LLC History New 3,012 306 0.0% — 471 +3,012 New Q4 2025 Feb 18, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 3,019 306 0.1% 0.11% 472 -165 -5.18% Q4 2025 Jan 12, 2026
One Day In July LLC History No change 3,013 306 0.03% 0.03% 473 0 0.0% Q4 2025 Feb 04, 2026
Semus Wealth Partners LLC History Reduced 2,929 297 0.16% 0.21% 474 -720 -19.73% Q4 2025 Jan 27, 2026
Brookwood Investment Group LLC History Reduced 2,856 290 0.03% 0.12% 476 -6,483 -69.42% Q4 2025 Jan 22, 2026
StoneX Group Inc. History New 2,855 290 0.01% — 475 +2,855 New Q4 2025 Feb 12, 2026
ARRIEN INVESTMENTS, INC. History Reduced 2,847 289 0.16% 0.22% 477 -731 -20.43% Q4 2025 Jan 30, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 2,837 288 0.01% 0.01% 478 +88 3.2% Q4 2025 Feb 13, 2026
Strathmore Capital Advisors, Inc. History No change 2,827 287 0.09% 0.12% 479 0 0.0% Q4 2025 Feb 13, 2026
GWN SECURITIES INC. History Added to 2,818 286 0.06% 0.05% 480 +678 31.68% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Reduced 2,784 283 0.01% 0.01% 481 -55 -1.94% Q4 2025 Jan 21, 2026
Dentgroup LLC History Added to 2,781 282 0.19% 0.17% 482 +167 6.39% Q4 2025 Jan 28, 2026
ADE, LLC History Added to 2,755 280 0.14% 0.13% 483 +314 12.86% Q4 2025 Feb 10, 2026
XY Planning Network, Inc. History New 2,675 271 0.05% — 484 +2,675 New Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History New 2,665 270 0.0% — 485 +2,665 New Q4 2025 Feb 17, 2026
Asempa Wealth Advisors History New 2,646 269 0.23% — 486 +2,646 New Q4 2025 Jan 08, 2026
Midwest Professional Planners, LTD. History Added to 2,617 266 0.06% 0.06% 487 +172 7.03% Q4 2025 Feb 06, 2026
GenTrust, LLC History Reduced 2,570 261 0.01% 1.02% 488 -215,285 -98.82% Q4 2025 Feb 02, 2026
Synergy Asset Management, LLC History New 2,566 260 0.03% — 490 +2,566 New Q4 2025 Jan 13, 2026
MCF Advisors LLC History No change 2,567 260 0.01% 0.02% 489 0 0.0% Q4 2025 Feb 11, 2026
Maia Wealth LLC History New 2,466 254 0.04% — 492 +2,466 New Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Added to 2,507 254 0.05% 0.04% 491 +188 8.11% Q4 2025 Feb 13, 2026
EJMK Ventures LLC History New 2,492 253 0.16% — 493 +2,492 New Q4 2025 Mar 03, 2026
Empirical Asset Management, LLC History Reduced 2,549 252 0.07% 0.08% 494 -195 -7.11% Q4 2025 Feb 06, 2026
Fairvoy Private Wealth, LLC History Reduced 2,465 250 0.06% 0.06% 495 -83 -3.26% Q4 2025 Jan 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 2,453 249 0.03% 0.2% 496 -15,458 -86.3% Q4 2025 Jan 29, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,442 248 0.01% — 497 +2,442 New Q4 2025 Jan 21, 2026
Cassilly Financial Group LLC History New 2,381 242 0.21% — 498 +2,381 New Q4 2025 Jan 15, 2026
Exit Wealth Advisors, LLC. History Reduced 2,366 240 0.14% 0.28% 499 -1,748 -42.49% Q4 2025 Feb 10, 2026
SMART Wealth LLC History New 2,355 239 0.07% — 500 +2,355 New Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History New 2,342 238 0.0% — 501 +2,342 New Q4 2025 Jan 26, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 2,313 235 0.04% 0.04% 502 -35 -1.49% Q4 2025 Jan 23, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 2,308 234 0.02% 0.03% 503 -1,079 -31.86% Q4 2025 Jan 15, 2026
Rossby Financial, LCC History Added to 2,298 233 0.07% 0.08% 504 +3 0.13% Q4 2025 Feb 12, 2026
NICOLET BANKSHARES INC History Reduced 2,259 229 0.04% 0.06% 505 -1,126 -33.26% Q4 2025 Feb 09, 2026
OneAscent Financial Services LLC History New 2,237 227 0.02% — 506 +2,237 New Q4 2025 Feb 11, 2026
Montecito Bank & Trust History New 2,190 222 0.04% — 508 +2,190 New Q4 2025 Jan 09, 2026
First Financial Bank - Trust Division History Reduced 2,188 222 0.02% 0.04% 507 -2,045 -48.31% Q4 2025 Jan 02, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Reduced 2,151 218 0.42% 0.86% 510 -4,513 -67.72% Q4 2025 Jan 21, 2026
KELLY FINANCIAL GROUP LLC History Reduced 2,152 218 0.06% 0.06% 509 -50 -2.27% Q4 2025 Jan 23, 2026
Austin Private Wealth, LLC History New 2,135 217 0.02% — 511 +2,135 New Q4 2025 Jan 20, 2026
WealthPlan Investment Management, LLC History Reduced 2,121 215 0.01% 0.11% 512 -13,807 -86.68% Q4 2025 Feb 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 2,099 213 0.0% — 513 +2,099 New Q4 2025 Jan 16, 2026
BDFS Capital LLC History New 2,093 212 0.11% — 514 +2,093 New Q4 2025 Feb 26, 2026
Signet Private Wealth LLC History New 2,066 210 0.2% — 515 +2,066 New Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History New 2,061 209 0.01% — 517 +2,061 New Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 2,056 209 0.01% — 516 +2,056 New Q4 2025 Jan 26, 2026
LEUTHOLD GROUP, LLC History No change 2,048 208 0.02% 0.02% 518 0 0.0% Q4 2025 Feb 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,053 208 0.0% 0.01% 519 0 0.0% Q4 2025 Jan 27, 2026
Alta Wealth Advisors LLC History New 2,023 205 0.07% — 520 +2,023 New Q4 2025 Feb 03, 2026
Tidemark, LLC History Reduced 1,997 203 0.06% 3.34% 521 -109,373 -98.21% Q4 2025 Feb 10, 2026
Beverly Hills Private Wealth, LLC History New 1,984 201 0.03% — 522 +1,984 New Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 1,953 198 0.01% 0.01% 523 -30 -1.51% Q4 2025 Jan 20, 2026
Aptus Capital Advisors, LLC History Added to 1,930 196 0.0% 0.0% 524 +242 14.34% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 1,877 190 0.0% 0.0% 525 +417 28.56% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History No change 1,820 185 0.09% 0.09% 526 0 0.0% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 1,781 181 0.01% 0.0% 527 +896 101.24% Q4 2025 Jan 27, 2026
Capital Investment Counsel, Inc History New 1,766 179 0.02% — 528 +1,766 New Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,678 170 0.01% 0.01% 529 -39 -2.27% Q4 2025 Feb 06, 2026
New Republic Capital, LLC History Added to 1,549 157 0.04% 0.05% 530 +118 8.25% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,518 154 0.0% 0.01% 531 -92,298 -98.38% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Added to 1,496 152 0.02% 0.01% 532 +623 71.36% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History No change 1,397 142 0.0% 0.0% 533 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History No change 1,376 139 0.01% 0.01% 534 0 0.0% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,215 124 0.01% 0.01% 535 -173 -12.46% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History Added to 1,150 116 0.01% 0.0% 536 +1,134 7087.5% Q4 2025 Jan 30, 2026
Vermillion & White Wealth Management Group, LLC History No change 1,040 105 0.06% 0.06% 537 0 0.0% Q4 2025 Feb 18, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,018 103 0.01% — 538 +1,018 New Q4 2025 Feb 03, 2026
Park Place Capital Corp History Reduced 1,005 102 0.02% 0.02% 539 -73 -6.77% Q4 2025 Jan 09, 2026
Merited Wealth, LLC History New 943 95 0.09% — 541 +943 New Q4 2025 Mar 26, 2026
Ransom Advisory, Ltd History New 940 95 0.04% — 540 +940 New Q4 2025 Jan 06, 2026
TSFG, LLC History Reduced 925 94 0.01% 0.02% 542 -34 -3.55% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 842 85 0.0% — 543 +842 New Q4 2025 Feb 05, 2026
Asset Planning,Inc History Added to 786 79 0.06% 0.06% 545 +11 1.42% Q4 2025 Feb 03, 2026
Biltmore Family Office, LLC History No change 785 79 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 760 77 0.0% 0.0% 546 +68 9.83% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 745 75 0.0% 0.0% 547 +204 37.71% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 713 72 0.04% — 548 +713 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History New 706 71 0.0% — 549 +706 New Q4 2025 Feb 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 677 68 0.01% — 550 +677 New Q4 2025 Feb 09, 2026
AMERIFLEX GROUP, INC. History Reduced 666 67 0.03% 0.03% 551 -76 -10.24% Q4 2025 Feb 18, 2026
Oakworth Capital, Inc. History Reduced 636 64 0.0% 0.0% 552 -24 -3.64% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Reduced 595 60 0.0% 0.0% 553 -330 -35.68% Q4 2025 Feb 12, 2026
Clean Yield Group History No change 530 53 0.01% 0.02% 554 0 0.0% Q4 2025 Jan 26, 2026
Investors Portfolio Services LLC History New 495 50 0.05% — 555 +495 New Q4 2025 Feb 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 478 48 0.0% 0.0% 556 -48 -9.13% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 446 45 0.0% 0.02% 557 -6,588 -93.66% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Reduced 444 45 0.0% 0.01% 558 -285 -39.09% Q4 2025 Jan 21, 2026
First Command Advisory Services, Inc. History No change 450 45 0.0% 0.0% 559 0 0.0% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 375 38 0.0% 0.0% 560 -73 -16.29% Q4 2025 Jan 26, 2026
KERR FINANCIAL PLANNING Corp History Added to 362 37 0.05% 0.02% 561 +190 110.47% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Reduced 360 36 0.0% 0.0% 562 -2,540 -87.59% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History New 350 35 0.0% — 563 +350 New Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Reduced 336 34 0.0% 0.01% 564 -130 -27.9% Q4 2025 Jan 20, 2026
Larson Financial Group LLC History No change 339 34 0.0% 0.0% 565 0 0.0% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 266 27 0.01% 0.0% 566 +150 129.31% Q4 2025 Jan 30, 2026
MASECO LLP History New 250 25 0.0% — 569 +250 New Q4 2025 Jan 22, 2026
Covestor Ltd History Added to 244 25 0.01% 0.01% 568 +5 2.09% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Reduced 102 25 0.0% 0.01% 567 -1 -0.97% Q4 2025 Jan 23, 2026
Key Capital Management, INC History New 242 24 0.02% — 570 +242 New Q4 2025 Jan 26, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 226 23 0.0% 0.0% 571 +104 85.25% Q4 2025 Feb 09, 2026
SouthState Bank Corp History New 203 20 0.0% — 572 +203 New Q4 2025 Feb 11, 2026
Nemes Rush Group LLC History New 187 19 0.0% — 573 +187 New Q4 2025 Feb 11, 2026
REAP Financial Group, LLC History Added to 178 18 0.0% 0.0% 574 +155 673.91% Q4 2025 Feb 10, 2026
Turim 21 Investimentos Ltda. History Reduced 175 17 0.01% 0.01% 575 -22 -11.17% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 162 16 0.0% 0.0% 576 -215 -57.03% Q4 2025 Feb 02, 2026
Hurley Capital, LLC History New 167 16 0.01% — 578 +167 New Q4 2025 Feb 17, 2026
ESL Trust Services, LLC History New 160 16 0.0% — 579 +160 New Q4 2025 Feb 10, 2026
Commonwealth Retirement Investments LLC History New 158 16 0.01% — 581 +158 New Q4 2025 Feb 11, 2026
Founders Financial Alliance, LLC History Added to 165 16 0.0% 0.0% 580 +77 87.5% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History No change 162 16 0.0% 0.0% 577 0 0.0% Q4 2025 Jan 16, 2026
Root Financial Partners, LLC History Reduced 150 15 0.0% 0.0% 582 -185 -55.22% Q4 2025 Feb 10, 2026
Legacy Wealth Managment, LLC/ID History New 144 14 0.01% — 583 +144 New Q4 2025 Feb 03, 2026
Quent Capital, LLC History New 124 12 0.0% — 584 +124 New Q4 2025 Jan 29, 2026
Quest 10 Wealth Builders, Inc. History No change 119 12 0.01% 0.01% 585 0 0.0% Q4 2025 Jan 29, 2026
TOMPKINS FINANCIAL CORP History New 109 11 0.0% — 586 +109 New Q4 2025 Jan 08, 2026
Lloyd Advisory Services, LLC. History New 108 11 0.0% — 588 +108 New Q4 2025 Feb 06, 2026
Investors Research Corp History No change 117 11 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 06, 2026
ST GERMAIN D J CO INC History Reduced 100 10 0.0% 0.0% 589 -175 -63.64% Q4 2025 Jan 29, 2026
Hilton Head Capital Partners, LLC History New 101 10 0.01% — 592 +101 New Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 106 10 0.0% 0.0% 590 0 0.0% Q4 2025 Jan 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 105 10 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 10, 2026
Piscataqua Savings Bank History No change 94 9 0.01% 0.01% 593 0 0.0% Q4 2025 Jan 16, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 97 9 0.01% 0.01% 594 0 0.0% Q4 2025 Feb 02, 2026
Pinnacle Wealth Planning Services, Inc. History New 80 8 0.0% — 595 +80 New Q4 2025 Feb 13, 2026
SHP Wealth Management History New 79 8 0.0% — 596 +79 New Q4 2025 Mar 04, 2026
Decker Retirement Planning Inc. History New 74 7 0.0% — 597 +74 New Q4 2025 Jan 26, 2026
Crewe Advisors LLC History Reduced 60 6 0.0% 0.0% 599 -172 -74.14% Q4 2025 Jan 16, 2026
Horizon Investments, LLC History Added to 60 6 0.0% 0.0% 598 +15 33.33% Q4 2025 Feb 02, 2026
Newbridge Financial Services Group, Inc. History No change 68 6 0.0% 0.0% 600 0 0.0% Q4 2025 Jan 21, 2026
OAK HARBOR WEALTH PARTNERS, LLC History New 50 5 0.0% — 603 +50 New Q4 2025 Feb 02, 2026
Signature Resources Capital Management, LLC History New 50 5 0.0% — 604 +50 New Q4 2025 Jan 21, 2026
Financial Gravity Asset Management, Inc. History Reduced 59 5 0.0% 0.0% 601 -14 -19.18% Q4 2025 Feb 13, 2026
Realta Investment Advisors History No change 54 5 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 20, 2026
Fairway Wealth LLC History New 49 4 0.0% — 607 +49 New Q4 2025 Jan 28, 2026
NorthAvenue LLC History New 45 4 0.0% — 609 +45 New Q4 2025 Apr 02, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 42 4 0.01% — 608 +42 New Q4 2025 Jan 28, 2026
Qube Research & Technologies Ltd History Reduced 48 4 0.0% 0.0% 606 -20 -29.41% Q4 2025 Feb 17, 2026
Indiana Trust & Investment Management Co History No change 41 4 0.0% 0.0% 605 0 0.0% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Reduced 31 3 0.0% 0.0% 611 -310 -90.91% Q4 2025 Jan 20, 2026
Center for Financial Planning, Inc. History New 34 3 0.0% — 612 +34 New Q4 2025 Feb 05, 2026
Ancora Advisors LLC History New 31 3 0.0% — 610 +31 New Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 31 3 0.0% — 613 +31 New Q4 2025 Feb 18, 2026
Imprint Wealth LLC History Reduced 22 2 0.01% 0.04% 619 -106 -82.81% Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History New 29 2 0.0% — 615 +29 New Q4 2025 Jan 20, 2026
NVWM, LLC History New 22 2 0.0% — 614 +22 New Q4 2025 Jan 20, 2026
Operose Advisors LLC History New 22 2 0.0% — 618 +22 New Q4 2025 Feb 10, 2026
Wilkerson Advisory Group LLC History New 21 2 0.0% — 620 +21 New Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History No change 23 2 0.0% 0.0% 616 0 0.0% Q4 2025 Jan 28, 2026
Archer Investment Corp History No change 25 2 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 30, 2026
United Financial Planning Group LLC History Reduced 10 1 0.0% 0.01% 627 -141 -93.38% Q4 2025 Feb 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 13 1 0.0% — 626 +13 New Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History New 11 1 0.0% — 621 +11 New Q4 2025 Jan 28, 2026
Truvestments Capital LLC History New 11 1 0.0% — 623 +11 New Q4 2025 Feb 13, 2026
GRAND WEALTH MANAGEMENT, LLC History New 10 1 0.0% — 624 +10 New Q4 2025 Jan 26, 2026
IFC & Insurance Marketing, Inc. History New 8 1 0.0% — 628 +8 New Q4 2025 Feb 12, 2026
CHELSEA COUNSEL CO History No change 14 1 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 24, 2026
CGC Financial Services, LLC History No change 19 1 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 03, 2026
Clark Wealth Partners History No change 19 1 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 04, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.38% — -91,146 -100.0% Q3 2025 Nov 14, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.58% — -40,050 -100.0% Q3 2025 Oct 27, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 0.69% — -34,702 -100.0% Q3 2025 Nov 18, 2025
Tidal Investments LLC History Closed out 0 0 — 0.0% — -22,552 -100.0% Q3 2025 Nov 14, 2025
MN Wealth Advisors, LLC History Closed out 0 0 — 0.97% — -17,590 -100.0% Q3 2025 Oct 21, 2025
ODonnell Financial Services, LLC History Closed out 0 0 — 0.55% — -14,980 -100.0% Q3 2025 Nov 10, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.19% — -11,573 -100.0% Q3 2025 Nov 12, 2025
Clear Creek Financial Management, LLC History Closed out 0 0 — 0.09% — -9,940 -100.0% Q3 2025 Nov 10, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 1.08% — -4,891 -100.0% Q3 2025 Nov 17, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.07% — -4,296 -100.0% Q3 2025 Nov 14, 2025
Wayfinding Financial, LLC History Closed out 0 0 — 0.19% — -4,287 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -4,207 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -3,895 -100.0% Q3 2025 Nov 12, 2025
Pure Financial Advisors, LLC History Closed out 0 0 — 0.01% — -3,364 -100.0% Q3 2025 Oct 20, 2025
Ballew Advisors, Inc History Closed out 0 0 — 0.19% — -3,313 -100.0% Q3 2025 Oct 15, 2025
IAMS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.13% — -3,080 -100.0% Q3 2025 Oct 15, 2025
BAM Wealth Management, LLC History Closed out 0 0 — 0.23% — -2,877 -100.0% Q3 2025 Oct 31, 2025
Moment Partners, LLC History Closed out 0 0 — 0.05% — -2,602 -100.0% Q3 2025 Nov 06, 2025
FLAGSTAR ADVISORS INC History Closed out 0 0 — 0.07% — -2,253 -100.0% Q3 2025 Nov 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -2,203 -100.0% Q3 2025 Nov 12, 2025
SIGNET FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -2,087 -100.0% Q3 2025 Nov 07, 2025
Beacon Financial Advisory LLC History Closed out 0 0 — 0.05% — -1,987 -100.0% Q3 2025 Oct 29, 2025
Trinity Wealth Management, LLC History Closed out 0 0 — 0.08% — -1,984 -100.0% Q3 2025 Oct 08, 2025
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 — 0.0% — -763 -100.0% Q3 2025 Nov 13, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.06% — -492 -100.0% Q3 2025 Oct 20, 2025
Wealth Watch Advisors, INC History Closed out 0 0 — 0.02% — -468 -100.0% Q3 2025 Nov 13, 2025
Rice Partnership, LLC History Closed out 0 0 — 0.01% — -448 -100.0% Q3 2025 Nov 10, 2025
Allspring Global Investments Holdings, LLC History Closed out 0 0 — 0.0% — -278 -100.0% Q3 2025 Oct 20, 2025
RICHARDSON FINANCIAL SERVICES INC. History Closed out 0 0 — 0.02% — -262 -100.0% Q3 2025 Oct 28, 2025
Providence Capital Advisors, LLC History Closed out 0 0 — 0.0% — -212 -100.0% Q3 2025 Nov 06, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -97 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.0% — -84 -100.0% Q3 2025 Oct 08, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 28, 2025
DecisionPoint Financial, LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 10, 2025
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2025 Nov 20, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2025 Oct 27, 2025
Gould Capital, LLC History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2025 Nov 17, 2025
MOTCO History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 22, 2025
Viewpoint Capital Management LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 22, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Oct 07, 2025
Glen Eagle Advisors, LLC History Reduced 5 0 — 0.0% — -13 -72.22% Q4 2025 Feb 13, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Oct 24, 2025
Register Financial Advisors LLC History New 7 0 — — — +7 New Q4 2025 Jan 21, 2026
Kozak & Associates, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 18, 2025
GAMMA Investing LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Oct 02, 2025
Avion Wealth History Closed out 0 0 — — — -6 -100.0% Q3 2025 Oct 24, 2025
CENTRAL TRUST Co History New 5 0 — — — +5 New Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2025 Oct 30, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Jan 12, 2026
Smallwood Wealth Investment Management, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Oct 17, 2025
OPTIMA CAPITAL LLC History New 2 0 — — — +2 New Q4 2025 Jan 23, 2026
Lodestone Wealth Management LLC History New 1 0 — — — +1 New Q4 2025 Jan 15, 2026
North Capital, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 09, 2025
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Clearstead Trust, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 11, 2026