iSHARES TRUST - TLT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 246 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
BANK OF AMERICA CORP /DE/ History Reduced 109,057,503 9,505,451 0.69% 0.76% 1 -16,058,763 -12.84% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 81,421,805 7,096,724 0.82% 0.78% 2 +4,967,019 6.5% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 68,310,353 5,953,930 0.9% 0.68% 3 +18,383,509 36.82% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 43,898,000 3,826,149 0.57% 0.41% 4 +13,551,620 44.66% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 43,140,136 3,760,094 2.38% 2.49% 5 +1,418,641 3.4% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 39,283,534 3,423,952 0.42% 0.32% 6 +9,768,088 33.09% Q4 2025 Mar 25, 2026
Rafferty Asset Management, LLC History Reduced 30,401,006 2,649,751 9.15% 10.59% 7 -6,121,991 -16.76% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 28,429,808 2,477,942 0.59% 0.55% 8 +125,503 0.44% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 28,105,049 2,449,636 1.08% 1.05% 9 +1,808,761 6.88% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 24,942,334 2,173,973 0.04% 0.03% 10 +3,073,129 14.05% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 21,955,525 1,913,643 0.31% 0.35% 11 -3,007,099 -12.05% Q4 2025 Jan 29, 2026
MORGAN STANLEY History Added to 19,186,986 1,672,337 0.1% 0.08% 12 +4,577,906 31.34% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 13,971,280 1,217,736 0.42% 0.66% 13 -5,272,444 -27.4% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 8,997,581 784,229 0.05% 0.03% 14 +3,983,543 79.45% Q4 2025 Feb 11, 2026
Jain Global LLC History Added to 7,289,200 635,326 3.07% 1.36% 15 +4,078,100 127.0% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 6,246,829 544,473 1.01% 0.49% 16 +2,518,929 67.57% Q4 2025 Mar 12, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 5,900,000 514,244 7.4% 1.91% 17 +4,346,142 279.7% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 5,208,420 453,965 0.08% 0.09% 18 +126,994 2.5% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 4,757,533 414,667 0.07% — 19 +4,757,533 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 4,713,203 410,802 0.11% 0.13% 20 -111,084 -2.3% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 4,215,056 367,384 0.15% 0.25% 21 -2,405,630 -36.34% Q4 2025 Feb 17, 2026
Greenhaven Road Investment Management, L.P. History No change 4,166,500 363,152 61.14% 54.56% 22 0 0.0% Q4 2025 Feb 13, 2026
Nan Shan Life Insurance Co., Ltd. History No change 3,997,680 348,437 10.72% 7.59% 23 0 0.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,918,073 341,499 0.1% 0.17% 24 -2,739,459 -41.15% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,542,900 310,666 0.37% 0.39% 25 -84,300 -2.32% Q4 2025 Feb 18, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 3,559,600 310,254 0.39% 0.34% 26 +563,200 18.8% Q4 2025 Feb 17, 2026
Kiker Wealth Management, LLC History Reduced 3,529 307,588 10.2% 3.18% 27 -66,927 -94.99% Q4 2025 Jan 30, 2026
Pureheart Capital Pte Ltd. History New 3,358,000 292,683 22.74% — 28 +3,358,000 New Q4 2025 Feb 17, 2026
Harvest Portfolios Group Inc. History Reduced 3,120,016 271,940 4.73% 5.83% 29 -415,371 -11.75% Q4 2025 Feb 06, 2026
LMR Partners LLP History Added to 2,937,200 256,006 0.48% 0.46% 30 +1,779,633 153.74% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 2,848,250 248,253 0.08% 0.08% 31 +182,572 6.85% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,846,143 248,070 3.65% 3.64% 32 +158,421 5.89% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,549,752 222,106 0.05% 0.06% 33 -328,029 -11.4% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,501,097 217,995 0.6% 0.76% 34 -192,851 -7.16% Q4 2025 Jan 26, 2026
Glenorchy Capital Ltd History Reduced 2,464,300 214,788 13.02% 32.76% 35 -27,800 -1.12% Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,366,266 206,202 0.06% 0.07% 36 -186,549 -7.31% Q4 2025 Feb 18, 2026
Tidal Investments LLC History Added to 2,293,846 199,931 0.47% 0.03% 37 +2,144,311 1433.99% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 778,020 192,067 0.09% 0.31% 38 -52,957 -6.37% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History Added to 2,160,000 188,265 2.06% 0.8% 39 +160,000 8.0% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 2,054,556 179,075 1.44% 1.5% 40 -5,885 -0.29% Q4 2025 Jan 27, 2026
TORONTO DOMINION BANK History Added to 2,027,661 176,731 0.26% 0.01% 41 +1,927,302 1920.41% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Added to 1,765,509 153,881 0.68% 0.11% 42 +1,555,190 739.44% Q4 2025 Feb 17, 2026
Bramshill Investments, LLC History Added to 1,653,479 144,117 8.15% 9.81% 43 +46,669 2.9% Q4 2025 Feb 17, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 1,512,154 131,799 5.33% 3.89% 44 +448,700 42.19% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Added to 1,500,000 130,740 0.67% 0.03% 45 +1,425,000 1900.0% Q4 2025 Feb 09, 2026
Janney Montgomery Scott LLC History Added to 1,470,307 128,152 0.29% 0.31% 46 +3,376 0.23% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 1,430,487 124,681 0.25% 0.31% 47 -197,702 -12.14% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Reduced 1,416,599 123,470 0.11% 0.13% 48 -191,303 -11.9% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 1,406,311 122,574 0.48% 0.12% 49 +1,088,364 342.31% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 1,395,452 121,782 0.06% 0.13% 50 -1,155,808 -45.3% Q4 2025 Mar 20, 2026
Parallax Volatility Advisers, L.P. History Added to 1,388,531 121,024 0.24% 0.05% 51 +1,026,200 283.22% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,321,782 115,206 0.21% 0.24% 52 -34,933 -2.57% Q4 2025 Mar 16, 2026
TRUIST FINANCIAL CORP History Reduced 1,312,588 114,405 0.15% 0.16% 53 -22,876 -1.71% Q4 2025 Feb 02, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Added to 13,000 113,308 18.15% 7.83% 54 +7,000 116.67% Q4 2025 Feb 17, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 1,290,000 112,436 15.73% — 55 +1,290,000 New Q4 2025 Feb 06, 2026
Alphadyne Asset Management LP History Reduced 1,232,816 107,452 2.51% 13.78% 56 -652,784 -34.62% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History Reduced 1,200,000 104,592 2.38% 6.73% 57 -1,890,000 -61.17% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 1,157,021 100,845 1.24% 0.0% 58 +1,154,742 50668.8% Q4 2025 Feb 17, 2026
AIA Group Ltd History Reduced 1,065,336 92,854 1.39% 1.95% 59 -167,285 -13.57% Q4 2025 Feb 09, 2026
STATE STREET CORP History New 1,017,362 88,673 0.0% — 60 +1,017,362 New Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 1,004,367 87,540 0.89% — 61 +1,004,367 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,000,122 87,167 0.07% — 62 +1,000,122 New Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 983,535 85,725 0.23% 0.19% 63 +219,723 28.77% Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History Added to 972,000 84,719 0.09% 0.01% 64 +922,000 1844.0% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 929,344 81,001 0.11% 0.18% 65 -617,619 -39.92% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 930,797 80,808 0.09% 0.09% 66 +43,016 4.85% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 921,383 80,320 0.09% 0.1% 67 +12,298 1.35% Q4 2025 Jan 30, 2026
WestEnd Advisors, LLC History Reduced 890,967 77,657 1.81% 1.93% 68 -32,348 -3.5% Q4 2025 Jan 27, 2026
Ally Financial Inc. History No change 873,000 76,090 9.29% 9.63% 69 0 0.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 852,561 74,333 0.11% 0.14% 70 -325,149 -27.61% Q4 2025 Feb 17, 2026
Marex Group plc History Added to 823,708 71,794 0.45% 0.25% 71 +431,323 109.92% Q4 2025 Feb 12, 2026
GTS SECURITIES LLC History New 807,531 70,384 2.4% — 72 +807,531 New Q4 2025 Feb 13, 2026
MARK ASSET MANAGEMENT LP History New 790,000 68,856 4.56% — 73 +790,000 New Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 788,441 68,718 0.06% 0.02% 74 +596,259 310.26% Q4 2025 Feb 17, 2026
Centiva Capital, LP History Added to 781,500 68,115 0.55% 0.27% 75 +469,645 150.6% Q4 2025 Feb 13, 2026
Disciplina Capital Management LLC History Added to 749,866 65,358 7.48% 8.12% 76 +3,157 0.42% Q4 2025 Feb 11, 2026
DV Trading LLC History New 735,451 64,101 1.8% — 77 +735,451 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 711,871 62,046 0.09% 0.01% 78 +674,224 1790.91% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 700,484 61,054 1.3% 1.27% 79 +67,126 10.6% Q4 2025 Feb 05, 2026
Walleye Capital LLC History Reduced 685,730 59,768 0.18% 1.27% 80 -3,112,170 -81.94% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 635,957 55,430 0.08% 0.06% 81 +206,543 48.1% Q4 2025 Feb 13, 2026
Massar Capital Management, LP History New 627,000 54,649 5.86% — 82 +627,000 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 626,973 54,646 0.06% 0.08% 83 -128,988 -17.06% Q4 2025 Feb 06, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History New 625,000 54,475 1.11% — 84 +625,000 New Q4 2025 Feb 17, 2026
Cadence Wealth Management LLC History Added to 574,974 50,114 24.19% 23.32% 85 +76,790 15.41% Q4 2025 Feb 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 557,207 48,566 0.03% 0.05% 86 -387,251 -41.0% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 536,123 46,728 0.53% 0.77% 87 +33,247 6.61% Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 531,400 46,316 0.35% 0.4% 88 +8,430 1.61% Q4 2025 Jan 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 529,900 46,186 0.07% 0.1% 89 -177,653 -25.11% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 520,685 45,382 0.97% 1.14% 90 -22,361 -4.12% Q4 2025 Feb 13, 2026
Townsend & Associates, Inc History Added to 509,184 44,965 4.01% 4.34% 91 +7,302 1.45% Q4 2025 Jan 26, 2026
ALKEON CAPITAL MANAGEMENT LLC History New 511,000 44,538 0.07% — 92 +511,000 New Q4 2025 Feb 17, 2026
MEEDER ASSET MANAGEMENT INC History No change 508,484 44,319 2.39% 2.59% 93 0 0.0% Q4 2025 Feb 11, 2026
Rock Creek Group, LP History Added to 507,314 44,223 4.96% 4.3% 94 +50,155 10.97% Q4 2025 Feb 10, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 254,852 43,737 4.25% 2.72% 95 -33,999 -11.77% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 501,269 43,690 0.04% 0.14% 96 -998,096 -66.57% Q4 2025 Feb 13, 2026
Leonteq Securities AG History No change 499,900 43,601 1.33% 1.35% 97 0 0.0% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 495,380 43,177 1.05% 1.13% 98 -6,664 -1.33% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 494,007 43,057 0.15% 0.15% 99 +24,683 5.26% Q4 2025 Feb 06, 2026
Nishkama Capital, LLC History Reduced 490,000 42,708 1.71% 8.43% 100 -3,473,000 -87.64% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Added to 488,000 42,534 1.02% 0.2% 101 +350,000 253.62% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 480,682 41,896 0.94% 0.29% 102 +354,906 282.17% Q4 2025 Feb 06, 2026
WS MANAGEMENT LLLP History Added to 473,500 41,270 3.38% 3.87% 103 +76,000 19.12% Q4 2025 Feb 17, 2026
New Harbor Financial Group, LLC History Added to 434,396 37,861 6.94% 7.5% 104 +20,107 4.85% Q4 2025 Jan 30, 2026
Bell Investment Advisors, Inc History Added to 430,551 37,526 5.93% 6.06% 105 +15,412 3.71% Q4 2025 Feb 24, 2026
Lombard Odier Asset Management (USA) Corp History Reduced 417,000 36,345 3.38% 2.68% 106 -30,000 -6.71% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 413,086 36,004 0.15% 0.17% 107 +5,107 1.25% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 410,206 35,753 0.01% 0.01% 108 -45,946 -10.07% Q4 2025 Feb 10, 2026
Krilogy Financial LLC History Added to 378,551 33,445 1.14% 1.18% 109 +24,277 6.85% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Reduced 371,503 32,380 0.48% 0.62% 110 -82,808 -18.23% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 352,643 30,736 0.3% 0.3% 111 +25,560 7.81% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 350,100 30,514 0.05% 0.08% 112 -150,000 -29.99% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Added to 587,037 29,420 0.37% 0.09% 113 +509,806 660.11% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Reduced 335,645 29,254 0.07% 0.09% 114 -48,713 -12.67% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 333,760 29,090 0.01% 0.02% 115 -102,678 -23.53% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 331,569 28,899 0.75% 0.8% 116 -2,302 -0.69% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 327,946 28,583 0.02% 0.02% 117 -17,872 -5.17% Q4 2025 Feb 06, 2026
Insight Wealth Strategies, LLC History Added to 320,946 27,973 3.21% 3.31% 118 +6,786 2.16% Q4 2025 Jan 02, 2026
Nationwide Fund Advisors History Reduced 318,384 27,750 1.19% 4.9% 119 -675,478 -67.96% Q4 2025 Jan 23, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 311,806 27,246 0.19% 0.2% 120 +22,530 7.79% Q4 2025 Feb 17, 2026
Third View Private Wealth, LLC History New 310,412 27,055 3.64% — 121 +310,412 New Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Reduced 309,137 26,944 0.69% 0.71% 122 -1,291 -0.42% Q4 2025 Feb 03, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 300,063 26,153 0.46% 0.51% 123 -24,432 -7.53% Q4 2025 Feb 12, 2026
Parkwood LLC History No change 300,000 26,148 2.02% 2.44% 124 0 0.0% Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Added to 298,479 26,015 1.16% 0.96% 125 +65,490 28.11% Q4 2025 Jan 22, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 295,030 25,714 1.59% 1.62% 126 0 0.0% Q4 2025 Feb 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 292,890 25,528 0.15% — 127 +292,890 New Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 292,158 25,464 0.42% 0.46% 128 -9,975 -3.3% Q4 2025 Jan 28, 2026
OLD MISSION CAPITAL LLC History Reduced 10,863,985 25,321 0.58% 2.32% 129 -2,048,804 -15.87% Q4 2025 Feb 17, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 289,870 25,265 3.59% 3.7% 130 +7,325 2.59% Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 289,040 25,192 0.27% 0.33% 131 +46,491 19.17% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 288,894 25,180 0.31% 0.29% 132 +38,042 15.17% Q4 2025 Jan 29, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 278,692 24,290 0.64% 0.71% 133 -1,369 -0.49% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 274,433 23,919 0.01% 0.02% 134 +22,395 8.89% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 271,938 23,702 0.32% 0.29% 135 +100,830 58.93% Q4 2025 Feb 06, 2026
Willis Johnson & Associates, Inc. History Added to 267,934 23,353 1.44% 1.3% 136 +31,890 13.51% Q4 2025 Jan 22, 2026
DEUTSCHE BANK AG\ History New 257,500 22,443 0.01% — 137 +257,500 New Q4 2025 Feb 11, 2026
INSIGHT 2811, INC. History Reduced 256,287 22,337 9.85% 10.37% 138 -3,966 -1.52% Q4 2025 Feb 03, 2026
HRT FINANCIAL LP History New 255,842 22,299 0.07% — 139 +255,842 New Q4 2025 Feb 12, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 253,696 22,112 3.92% 4.24% 140 -1,686 -0.66% Q4 2025 Feb 17, 2026
SCOPUS ASSET MANAGEMENT, L.P. History No change 246,549 21,489 0.35% 0.3% 141 0 0.0% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 244,123 21,277 0.12% 0.14% 142 -26,354 -9.74% Q4 2025 Jan 29, 2026
Squarepoint Ops LLC History Reduced 243,148 21,192 0.02% 0.03% 143 -105,496 -30.26% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Added to 242,894 21,170 1.26% 1.15% 144 +19,730 8.84% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 239,103 20,840 0.3% 0.32% 145 +6,497 2.79% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 235,986 20,568 0.07% 0.09% 146 +26,302 12.54% Q4 2025 Feb 18, 2026
Sharkey, Howes & Javer History Added to 234,820 20,466 2.6% 2.07% 147 +54,297 30.08% Q4 2025 Jan 13, 2026
Eversept Partners, LP History New 230,000 20,046 1.01% — 148 +230,000 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 228,142 19,884 0.11% 0.11% 149 +29,656 14.94% Q4 2025 Jan 26, 2026
NORTHERN TRUST CORP History Added to 227,048 19,789 0.0% 0.0% 150 +11,147 5.16% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 226,541 19,745 0.02% 0.03% 151 -30,256 -11.78% Q4 2025 Feb 13, 2026
GM Advisory Group, LLC History Reduced 223,055 19,441 0.76% 1.0% 152 -40,509 -15.37% Q4 2025 Feb 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 218,530 19,047 0.98% 0.99% 153 +287 0.13% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 216,834 18,899 0.69% 0.91% 154 +1,196 0.55% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 212,385 18,744 0.06% 0.06% 155 +1,889 0.9% Q4 2025 Feb 10, 2026
Metavasi Capital LP History No change 211,500 18,434 7.51% 5.71% 156 0 0.0% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 208,694 18,189 0.32% 0.26% 157 +63,448 43.68% Q4 2025 Jan 13, 2026
BOS Asset Management, LLC History Reduced 208,544 18,176 4.87% 5.42% 158 -6,536 -3.04% Q4 2025 Jan 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 208,294 18,154 1.34% 1.32% 159 -8,949 -4.12% Q4 2025 Jan 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 205,050 17,872 5.0% 5.01% 160 +6,497 3.27% Q4 2025 Feb 02, 2026
Pinnacle Financial Partners, Inc. History New 204,473 17,822 0.13% — 161 +204,473 New Q4 2025 Feb 18, 2026
CWM, LLC History Added to 201,314 17,546 0.05% 0.04% 162 +42,164 26.49% Q4 2025 Jan 26, 2026
Royal Fund Management, LLC History Reduced 200,427 17,469 1.59% 3.68% 163 -145,214 -42.01% Q4 2025 Jan 15, 2026
Capula Management Ltd History Added to 200,000 17,432 0.09% 0.07% 164 +43,819 28.06% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 198,600 17,310 0.79% 0.79% 165 +10,853 5.78% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 197,940 17,252 0.01% 0.0% 166 +122,188 161.3% Q4 2025 Jan 29, 2026
Dynasty Wealth Management, LLC History Reduced 196,999 17,170 0.17% 1.02% 167 -658,852 -76.98% Q4 2025 Feb 10, 2026
Quaker Wealth Management, LLC History Added to 196,860 17,158 5.44% 5.59% 168 +4,400 2.29% Q4 2025 Jan 28, 2026
PRUDENTIAL PLC History Reduced 196,548 17,131 0.14% 0.69% 169 -850,072 -81.22% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 195,074 17,002 0.08% 0.05% 170 +75,182 62.71% Q4 2025 Feb 17, 2026
Granite Bay Wealth Management, LLC History Added to 192,458 16,774 4.04% 4.11% 171 +15,749 8.91% Q4 2025 Feb 05, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 190,213 16,578 0.03% 126.61% 172 -114,932 -37.66% Q4 2025 Feb 17, 2026
INTERCAPITAL, LLC History New 187,200 16,316 5.75% — 173 +187,200 New Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 183,978 16,035 0.51% 0.53% 174 +914 0.5% Q4 2025 Jan 30, 2026
&PARTNERS History Reduced 183,889 16,034 0.08% 0.12% 175 -30,543 -14.24% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 179,541 15,648 0.03% 0.24% 176 -1,311,080 -87.96% Q4 2025 Feb 10, 2026
Strong Tower Advisory Services History New 179,351 15,632 2.8% — 177 +179,351 New Q4 2025 Jan 23, 2026
CI INVESTMENTS INC. History Reduced 176,054 15,344 0.07% 0.06% 178 -5,436 -3.0% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 382,906 15,081 0.02% 0.02% 179 +14,652 3.98% Q4 2025 Jan 08, 2026
Maxi Investments CY Ltd History Reduced 172,000 14,992 2.73% 5.22% 180 -108,950 -38.78% Q4 2025 Feb 03, 2026
Occidental Asset Management, LLC History Added to 171,875 14,980 1.8% 1.85% 181 +7,111 4.32% Q4 2025 Jan 08, 2026
West Family Investments, Inc. History Added to 133,337 14,929 3.51% 467.06% 182 +10,927 8.93% Q4 2025 Feb 11, 2026
Carrera Capital Advisors History Added to 169,432 14,767 2.48% 0.59% 183 +132,792 362.42% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Reduced 166,104 14,477 0.2% 0.25% 184 -25,879 -13.48% Q4 2025 Feb 17, 2026
Fund Evaluation Group, LLC History No change 160,500 13,989 0.46% 0.52% 185 0 0.0% Q4 2025 Feb 11, 2026
WJ Interests, LLC History Reduced 160,471 13,986 6.02% 5.8% 186 -121 -0.08% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 159,440 13,897 0.23% 0.24% 187 +3,197 2.05% Q4 2025 Feb 09, 2026
TCM Advisors, LLC History Reduced 157,112 13,693 1.04% 1.49% 188 -2,180 -1.37% Q4 2025 Feb 13, 2026
Marino Management, LLC History New 154,653 13,587 2.7% — 189 +154,653 New Q4 2025 Feb 13, 2026
Paloma Partners Management Co History Added to 150,000 13,074 2.38% 1.47% 190 +50,000 50.0% Q4 2025 Feb 17, 2026
One Day In July LLC History Added to 149,083 12,994 1.07% 1.13% 191 +166 0.11% Q4 2025 Feb 04, 2026
Kaydan Wealth Management, Inc. History Added to 148,834 12,972 3.75% 1.53% 192 +89,090 149.12% Q4 2025 Jan 12, 2026
Venture Visionary Partners LLC History Reduced 148,781 12,967 0.42% 0.47% 193 -3,702 -2.43% Q4 2025 Feb 13, 2026
FORM Wealth Advisors, LLC History New 146,677 12,784 1.5% — 194 +146,677 New Q4 2025 Jan 28, 2026
CULTIVAR CAPITAL, INC. History Added to 146,188 12,741 8.16% 8.44% 195 +4,657 3.29% Q4 2025 Jan 09, 2026
Steward Partners Investment Advisory, LLC History Reduced 144,218 12,570 0.07% 0.07% 196 -458 -0.32% Q4 2025 Feb 12, 2026
Eddie Patel Inc History New 143,077 12,470 9.29% — 197 +143,077 New Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Reduced 142,791 12,446 1.04% 1.45% 198 -44,763 -23.87% Q4 2025 Feb 11, 2026
Gladstone Institutional Advisory LLC History Added to 141,817 12,360 0.47% 0.4% 199 +25,274 21.69% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History Added to 139,375 12,147 4.22% 4.09% 200 +10,411 8.07% Q4 2025 Jan 20, 2026
Tower Research Capital LLC (TRC) History New 139,132 12,126 0.29% — 201 +139,132 New Q4 2025 Feb 17, 2026
Granby Capital Management, LLC History No change 138,000 12,028 6.42% 6.55% 202 0 0.0% Q4 2025 Feb 17, 2026
Clarity Financial LLC History Added to 136,223 11,873 1.1% 1.2% 203 +1,183 0.88% Q4 2025 Jan 28, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 135,419 11,803 1.7% 2.07% 204 -15,531 -10.29% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 134,667 11,737 0.13% 0.15% 205 -11,231 -7.7% Q4 2025 Feb 05, 2026
Persium Advisors, LLC History Added to 133,248 11,613 8.38% 8.35% 206 +7,345 5.83% Q4 2025 Jan 21, 2026
Edgestream Partners, L.P. History New 133,063 11,597 0.33% — 207 +133,063 New Q4 2025 Feb 13, 2026
Horst & Graben Wealth Management LLC History Added to 132,485 11,554 1.74% 1.79% 208 +1,399 1.07% Q4 2025 Jan 27, 2026
Ocean Park Asset Management, LLC History Added to 131,400 11,452 0.54% 0.06% 209 +115,330 717.67% Q4 2025 Jan 15, 2026
Strategic Investment Advisors / MI History Added to 131,270 11,441 0.99% 1.41% 210 +130,967 43223.43% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Added to 130,342 11,360 0.3% 0.04% 211 +107,585 472.76% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Reduced 130,255 11,353 0.21% 0.29% 212 -27,685 -17.53% Q4 2025 Feb 06, 2026
Richard W. Paul & Associates, LLC History Added to 129,681 11,302 3.75% 3.79% 213 +5,348 4.3% Q4 2025 Feb 12, 2026
Shay Capital LLC History Added to 128,116 11,166 1.15% 0.36% 214 +81,122 172.62% Q4 2025 Feb 17, 2026
Nolet Wealth Management, LLC History New 127,885 11,146 6.21% — 215 +127,885 New Q4 2025 Feb 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 127,772 11,136 0.54% 0.18% 216 +99,419 350.65% Q4 2025 Feb 12, 2026
Quadrant Private Wealth Management, LLC History Added to 125,916 10,974 1.8% 2.05% 217 +230 0.18% Q4 2025 Jan 26, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 125,095 10,903 0.03% 0.04% 218 -44,560 -26.27% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 125,052 10,900 0.01% 0.01% 219 +86,589 225.12% Q4 2025 Jan 09, 2026
Sicart Associates LLC History Reduced 122,505 10,677 2.83% 3.85% 220 -36,474 -22.94% Q4 2025 Jan 14, 2026
Brookstone Capital Management History Reduced 122,472 10,674 0.12% 0.18% 221 -46,489 -27.51% Q4 2025 Jan 15, 2026
High Note Wealth, LLC History Added to 120,952 10,542 2.06% 2.0% 222 +9,662 8.68% Q4 2025 Feb 05, 2026
Kovitz Investment Group Partners, LLC History Added to 119,017 10,373 0.23% 0.04% 223 +10,052 9.22% Q4 2025 Feb 20, 2026
OPPENHEIMER & CO INC History Added to 118,723 10,347 0.15% 0.04% 224 +85,856 261.22% Q4 2025 Feb 02, 2026
ALERUS FINANCIAL NA History Added to 118,188 10,301 0.5% 0.51% 225 +6,855 6.16% Q4 2025 Feb 13, 2026
FPC INVESTMENT ADVISORY, INC. History Added to 117,866 10,273 5.63% 5.95% 226 +6,886 6.2% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 117,550 10,245 0.01% 0.01% 227 +55,808 90.39% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 117,062 10,203 0.02% 0.03% 228 +5,864 5.27% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 116,829 10,182 0.03% 0.03% 229 +9,032 8.38% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 117,080 10,073 0.02% 0.02% 230 -12,461 -9.62% Q4 2025 Feb 18, 2026
Checchi Capital Advisers, LLC History Added to 115,134 10,035 0.51% 0.4% 231 +29,434 34.35% Q4 2025 Jan 27, 2026
Quinn Opportunity Partners LLC History Reduced 115,000 10,023 0.42% 1.95% 232 -192,700 -62.63% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Reduced 112,737 9,955 0.85% 0.93% 233 -3,163 -2.73% Q4 2025 Jan 20, 2026
Wealthfront Advisers LLC History Added to 114,043 9,939 0.02% 0.02% 234 +37,917 49.81% Q4 2025 Jan 30, 2026
U S WEALTH GROUP, LLC. History New 113,202 9,866 6.5% — 235 +113,202 New Q4 2025 Mar 17, 2026
Perigon Wealth Management, LLC History Added to 111,619 9,728 0.17% 0.18% 236 +14,188 14.56% Q4 2025 Jan 16, 2026
Heck Capital Advisors, LLC History Added to 110,933 9,668 0.72% 0.68% 237 +13,231 13.54% Q4 2025 Jan 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 110,547 9,635 0.17% 0.22% 238 -7,447 -6.31% Q4 2025 Feb 19, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 110,000 9,587 3.96% 3.96% 239 0 0.0% Q4 2025 Feb 03, 2026
Nearwater Capital Markets, Ltd History No change 110,000 9,587 0.16% 0.13% 240 0 0.0% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 108,853 9,488 0.02% 0.02% 241 +16,520 17.89% Q4 2025 Feb 12, 2026
Klaas Financial Asset Advisors, LLC History Added to 108,395 9,447 1.37% 1.41% 242 +3,149 2.99% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 108,262 9,436 0.11% 0.12% 243 -4,121 -3.67% Q4 2025 Jan 20, 2026
Cavalier Investments, LLC History Added to 107,636 9,381 0.48% 1.19% 244 +24,215 29.03% Q4 2025 Feb 13, 2026
Encompass More Asset Management History Reduced 106,809 9,309 1.72% 2.83% 245 -58,430 -35.36% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Reduced 106,245 9,260 0.06% 0.07% 246 -5,746 -5.13% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Reduced 104,903 9,150 0.01% 0.02% 247 -26,502 -20.17% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 104,271 9,088 0.0% 0.0% 248 +18,747 21.92% Q4 2025 Feb 02, 2026
Braun-Bostich & Associates Inc. History Reduced 103,313 9,004 5.56% 6.19% 249 -6,550 -5.96% Q4 2025 Jan 14, 2026
BEACON ADVISORS HOLDINGS, LLC History New 101,241 8,824 4.65% — 250 +101,241 New Q4 2025 Feb 27, 2026
DG Capital Management, LLC History Reduced 100,000 8,716 3.82% 12.41% 251 -300,000 -75.0% Q4 2025 Feb 13, 2026
Edenbrook Capital, LLC History New 100,000 8,716 1.63% — 253 +100,000 New Q4 2025 Feb 13, 2026
INTREPID FAMILY OFFICE LLC History No change 100,000 8,716 7.51% 7.47% 252 0 0.0% Q4 2025 Feb 17, 2026
ShoreHaven Wealth Partners, LLC History Reduced 99,546 8,676 3.12% 3.74% 254 -13,566 -11.99% Q4 2025 Feb 10, 2026
Americana Partners, LLC History Added to 99,530 8,675 0.24% 0.22% 255 +18,668 23.09% Q4 2025 Feb 06, 2026
Heartwood Wealth Advisors LLC History Reduced 98,893 8,619 0.79% 0.88% 256 -6,428 -6.1% Q4 2025 Jan 12, 2026
Arlington Capital Management, Inc. History Added to 98,831 8,614 5.29% 5.58% 257 +1,015 1.04% Q4 2025 Jan 06, 2026
Cynosure Group, LLC History New 97,100 8,463 0.86% — 258 +97,100 New Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 97,087 8,450 0.01% 0.02% 259 -53,347 -35.46% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 96,456 8,407 0.06% 0.07% 260 -58 -0.06% Q4 2025 Feb 12, 2026
Northeast Financial Group, Inc. History Added to 96,063 8,377 1.89% 2.01% 261 +5,846 6.48% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 94,884 8,270 0.07% 0.05% 262 +33,776 55.27% Q4 2025 Feb 05, 2026
CASTLEARK MANAGEMENT LLC History No change 94,540 8,240 0.24% 0.24% 263 0 0.0% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 93,951 8,188 0.06% 0.08% 264 -33,455 -26.26% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Reduced 93,450 8,145 0.64% 0.92% 265 -30,899 -24.85% Q4 2025 Feb 17, 2026
SHARPEPOINT LLC History Added to 92,652 8,075 4.84% 5.11% 266 +29,202 46.02% Q4 2025 Feb 11, 2026
Smith & Howard Wealth Management, LLC History Added to 88,500 8,035 1.81% 1.11% 267 +36,000 68.57% Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History Reduced 92,083 8,025 0.1% 0.11% 268 -4,139 -4.3% Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History Added to 90,041 7,847 0.35% 0.26% 269 +28,384 46.04% Q4 2025 Jan 27, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 90,000 7,844 0.02% — 270 +90,000 New Q4 2025 Feb 17, 2026
SIERRA OCEAN, LLC History Added to 87,942 7,665 6.34% 6.34% 271 +3,488 4.13% Q4 2025 Feb 06, 2026
Fermata Advisors, LLC History Added to 86,025 7,497 1.8% 1.69% 272 +11,504 15.44% Q4 2025 Jan 08, 2026
Ethos Financial Group, LLC History Added to 85,763 7,475 0.55% 0.02% 273 +82,886 2880.99% Q4 2025 Jan 20, 2026
Diesslin Group, Inc. History New 85,428 7,445 2.96% — 274 +85,428 New Q4 2025 Feb 25, 2026
Cordoba Advisory Partners LLC History New 84,783 7,389 1.83% — 275 +84,783 New Q4 2025 Feb 13, 2026
Rezny Wealth Management, Inc. History Reduced 84,632 7,376 1.49% 1.61% 276 -1,451 -1.69% Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History Added to 84,532 7,367 0.0% 0.0% 277 +8,815 11.64% Q4 2025 Feb 11, 2026
GLOBALT Investments LLC / GA History Added to 84,419 7,357 0.27% 0.18% 278 +30,544 56.69% Q4 2025 Feb 06, 2026
Leo Wealth, LLC History Added to 84,016 7,324 0.53% 0.44% 279 +45,801 119.85% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 83,602 7,286 0.01% 0.02% 280 -9,522 -10.23% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 83,300 7,260 0.04% 0.04% 281 -4,782 -5.43% Q4 2025 Jan 12, 2026
Pallas Capital Advisors LLC History Added to 82,723 7,210 0.24% 0.24% 282 +8,766 11.85% Q4 2025 Jan 14, 2026
Commonwealth Financial Services, LLC History Reduced 82,199 7,164 1.18% 1.26% 283 -318 -0.39% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 81,559 7,108 0.04% 0.04% 284 +1,546 1.93% Q4 2025 Feb 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 81,301 7,086 0.13% 0.14% 285 +3,566 4.59% Q4 2025 Jan 07, 2026
Measured Wealth Private Client Group, LLC History Added to 80,508 7,017 1.86% 1.86% 286 +3,199 4.14% Q4 2025 Feb 10, 2026
BIRCHBROOK, INC. History Added to 80,282 6,997 3.49% 3.66% 287 +1,072 1.35% Q4 2025 Feb 04, 2026
Arkadios Wealth Advisors History Added to 80,244 6,994 0.14% 0.16% 288 +3,790 4.96% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 80,068 6,978 0.96% 0.04% 289 +77,127 2622.48% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 79,070 6,891 0.03% 0.03% 290 -668 -0.84% Q4 2025 Jan 29, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 79,010 6,886 4.45% 3.87% 291 -1,123 -1.4% Q4 2025 Feb 09, 2026
SB Capital Management Inc History New 78,802 6,868 2.52% — 292 +78,802 New Q4 2025 Feb 20, 2026
Custos Family Office, LLC History Reduced 78,580 6,849 4.67% 5.15% 293 -23,420 -22.96% Q4 2025 Feb 17, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 78,264 6,821 1.22% 1.33% 294 +1,648 2.15% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Reduced 77,802 6,781 0.07% 0.12% 295 -33,802 -30.29% Q4 2025 Feb 06, 2026
Smith Salley Wealth Management History Added to 77,667 6,769 0.34% 0.35% 296 +1,812 2.39% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 76,675 6,732 0.21% 0.22% 297 +3,015 4.09% Q4 2025 Jan 23, 2026
Sowell Financial Services LLC History Added to 76,793 6,693 0.25% 0.25% 298 +5,317 7.44% Q4 2025 Jan 21, 2026
CPR Investments Inc. History Added to 76,780 6,692 4.49% 1.79% 299 +47,741 164.4% Q4 2025 Jan 14, 2026
Cerity Partners LLC History Added to 76,766 6,690 0.01% 0.01% 300 +26,973 54.17% Q4 2025 Feb 11, 2026
Hudson Bay Capital Management LP History Added to 76,348 6,654 0.02% 0.02% 301 +3,928 5.42% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History New 76,296 6,649 2.82% — 302 +76,296 New Q4 2025 Jan 14, 2026
SFMG, LLC History Reduced 76,226 6,643 0.45% 0.53% 303 -8,937 -10.49% Q4 2025 Feb 10, 2026
Global Wealth Strategies & Associates History Added to 75,993 6,623 1.65% 1.63% 304 +5,245 7.41% Q4 2025 Jan 02, 2026
GREENBERG FINANCIAL GROUP History New 75,971 6,621 2.73% — 305 +75,971 New Q4 2025 Jan 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 75,389 6,570 0.59% 0.59% 306 +215 0.29% Q4 2025 Jan 30, 2026
CURTIS WEALTH MANAGEMENT LLC History New 74,263 6,561 5.71% — 307 +74,263 New Q4 2025 Feb 11, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 74,355 6,481 1.72% 0.53% 308 +52,664 242.79% Q4 2025 Feb 09, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 72,734 6,339 4.64% 4.79% 309 -582 -0.79% Q4 2025 Feb 12, 2026
V2 Financial group LLC History Added to 72,125 6,286 3.1% 3.46% 310 +2,204 3.15% Q4 2025 Jan 21, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 72,011 6,276 1.65% 0.86% 311 +37,677 109.74% Q4 2025 Feb 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 71,538 6,235 0.08% 0.11% 312 -19,006 -20.99% Q4 2025 Jan 30, 2026
PSI Advisors, LLC History Added to 70,913 6,180 1.55% 1.57% 313 +2,820 4.14% Q4 2025 Feb 09, 2026
Quotient Wealth Partners, LLC History Reduced 70,037 6,104 0.16% 1.81% 314 -667,515 -90.5% Q4 2025 Jan 22, 2026
Joule Financial, LLC History Added to 69,866 6,089 1.82% 1.74% 315 +4,698 7.21% Q4 2025 Jan 20, 2026
Independent Advisor Alliance History Reduced 69,594 6,065 0.15% 0.16% 316 -847 -1.2% Q4 2025 Feb 04, 2026
LifeWealth Investments, LLC History Added to 69,212 6,032 1.91% 1.97% 317 +2,346 3.51% Q4 2025 Jan 26, 2026
Berkeley Capital Partners, LLC History Added to 68,655 5,984 1.41% 1.41% 318 +1,691 2.53% Q4 2025 Feb 05, 2026
Bay Rivers Group History Reduced 68,596 5,978 2.42% 2.98% 319 -10,686 -13.48% Q4 2025 Jan 07, 2026
Compound Planning, Inc. History Reduced 67,841 5,912 0.17% 0.27% 320 -24,452 -26.49% Q4 2025 Feb 19, 2026
Hilltop Holdings Inc. History Reduced 67,551 5,887 0.35% 0.38% 321 -13,879 -17.04% Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 67,223 5,850 0.91% — 322 +67,223 New Q4 2025 Jan 05, 2026
Dorsey & Whitney Trust CO LLC History New 66,966 5,836 0.31% — 323 +66,966 New Q4 2025 Feb 11, 2026
FOSTER & MOTLEY INC History Reduced 65,744 5,730 0.31% 0.34% 324 -3,950 -5.67% Q4 2025 Jan 15, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 65,198 5,682 0.58% 1.51% 325 -95,838 -59.51% Q4 2025 Feb 17, 2026
Boomfish Wealth Group, LLC History Added to 65,108 5,674 3.03% 2.35% 326 +16,409 33.69% Q4 2025 Jan 21, 2026
CreativeOne Wealth, LLC History Reduced 64,617 5,632 0.14% 0.15% 327 -1,888 -2.84% Q4 2025 Feb 13, 2026
Legacy Private Trust Co. History Added to 64,154 5,591 0.33% 0.02% 328 +61,129 2020.79% Q4 2025 Jan 08, 2026
Corient Private Wealth LLC History Added to 63,594 5,543 0.01% 0.01% 329 +11,392 21.82% Q4 2025 Mar 09, 2026
Csenge Advisory Group History Added to 62,728 5,467 0.25% 0.26% 330 +744 1.2% Q4 2025 Feb 06, 2026
CWC Advisors, LLC. History Reduced 61,724 5,379 2.6% 2.82% 331 -2,770 -4.29% Q4 2025 Jan 26, 2026
TD ASSET MANAGEMENT INC History No change 59,873 5,218 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 10, 2026
Perseverance Asset Management International History No change 59,100 5,151 0.75% 0.91% 333 0 0.0% Q4 2025 Feb 12, 2026
NBT BANK N A /NY History Reduced 87 5,092 0.33% 0.37% 334 -2 -2.25% Q4 2025 Jan 23, 2026
Refined Wealth Management History Reduced 58,006 5,055 3.4% 3.39% 335 -956 -1.62% Q4 2025 Jan 15, 2026
Arax Advisory Partners History New 57,668 5,026 0.15% — 336 +57,668 New Q4 2025 Feb 13, 2026
Hixon Zuercher, LLC History Reduced 57,570 5,017 1.52% 1.6% 337 -1,333 -2.26% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 57,388 5,001 0.09% 0.09% 338 +10,683 22.87% Q4 2025 Feb 06, 2026
WEDBUSH SECURITIES INC History Added to 56,867 4,957 0.14% 0.15% 339 +4,776 9.17% Q4 2025 Feb 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 55,948 4,876 0.69% 0.28% 340 +35,891 178.95% Q4 2025 Jan 12, 2026
O'Domhnaill Enterprises, Inc. History New 55,930 4,874 4.56% — 341 +55,930 New Q4 2025 Feb 17, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 55,007 4,794 2.01% 0.38% 342 +44,972 448.15% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 53,930 4,700 0.0% 0.0% 343 -74,820 -58.11% Q4 2025 Feb 09, 2026
Banco Santander, S.A. History New 53,830 4,691 0.04% — 344 +53,830 New Q4 2025 Feb 13, 2026
International Private Wealth Advisors LLC History Reduced 53,682 4,678 2.95% 3.07% 345 -999 -1.83% Q4 2025 Jan 14, 2026
LCW Services, LLC History New 53,564 4,668 2.49% — 346 +53,564 New Q4 2025 Feb 11, 2026
Benin Management CORP History New 53,408 4,655 1.04% — 347 +53,408 New Q4 2025 Jan 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 53,362 4,651 0.06% 0.14% 348 -55,207 -50.85% Q4 2025 Feb 10, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 53,325 4,640 2.75% 3.61% 349 -16,800 -23.96% Q4 2025 Jan 06, 2026
Ballew Advisors, Inc History Added to 52,798 4,636 2.61% 2.65% 350 +535 1.02% Q4 2025 Jan 14, 2026
Riggs Asset Managment Co. Inc. History Added to 52,952 4,615 0.93% 0.71% 351 +16,497 45.25% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 52,476 4,573 0.8% 0.63% 352 +13,130 33.37% Q4 2025 Feb 09, 2026
Triumph Capital Management History Reduced 52,385 4,565 0.99% 1.26% 353 -314 -0.6% Q4 2025 Feb 12, 2026
EQ LLC History Added to 52,306 4,559 1.31% 1.07% 354 +16,893 47.7% Q4 2025 Feb 10, 2026
Bulltick Wealth Management, LLC History Reduced 51,926 4,525 0.96% 2.0% 355 -42,975 -45.28% Q4 2025 Feb 17, 2026
Eley Financial Management, Inc History Added to 51,646 4,501 1.62% 1.64% 356 +643 1.26% Q4 2025 Feb 12, 2026
NATIXIS History Added to 51,318 4,475 0.02% 0.02% 357 +4,800 10.32% Q4 2025 Feb 13, 2026
Aspect Partners, LLC History Reduced 51,297 4,471 1.96% 2.14% 358 -1,358 -2.58% Q4 2025 Jan 23, 2026
GROUP ONE TRADING LLC History New 50,230 4,378 0.01% — 359 +50,230 New Q4 2025 Feb 12, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 50,229 4,377 1.88% 2.07% 360 -1,065 -2.08% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Added to 49,961 4,354 0.16% 0.15% 361 +2,815 5.97% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 49,200 4,288 0.01% 0.01% 362 -30,000 -37.88% Q4 2025 Feb 17, 2026
Valtinson Bruner Financial Planning LLC History Reduced 48,702 4,244 1.22% 1.31% 363 -649 -1.32% Q4 2025 Feb 09, 2026
Milestones Private Investment Advisors LLC History Reduced 47,983 4,182 2.88% 3.34% 364 -6,722 -12.29% Q4 2025 Jan 26, 2026
Private Wealth Advisors, LLC History Reduced 47,530 4,142 1.32% 1.59% 365 -5,363 -10.14% Q4 2025 Feb 06, 2026
Advisors Preferred, LLC History Added to 47,532 4,136 0.67% 0.01% 366 +46,732 5841.5% Q4 2025 Feb 02, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 47,000 4,096 0.79% 0.89% 367 0 0.0% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 46,408 4,044 0.01% 0.02% 368 -95,476 -67.29% Q4 2025 Feb 12, 2026
SUMMIT SECURITIES GROUP LLC History Added to 45,800 3,991 0.52% 0.21% 369 +34,300 298.26% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 45,484 3,964 0.0% 0.0% 370 +637 1.42% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 45,325 3,950 0.25% 0.25% 371 +6,629 17.13% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 45,336 3,938 0.11% 0.12% 372 +8 0.02% Q4 2025 Jan 30, 2026
Archer Investment Management, LLC History Reduced 44,911 3,914 2.11% 3.39% 373 -16,941 -27.39% Q4 2025 Jan 12, 2026
XTX Topco Ltd History New 44,320 3,862 0.1% — 374 +44,320 New Q4 2025 Feb 17, 2026
Atlas Private Wealth Advisors History Added to 44,304 3,861 0.9% 0.96% 375 +305 0.69% Q4 2025 Feb 05, 2026
Beirne Wealth Consulting Services, LLC History Added to 44,243 3,857 1.12% 0.92% 376 +1,565 3.67% Q4 2025 Jan 29, 2026
CSS LLC/IL History Reduced 44,000 3,835 0.17% 0.24% 377 -16,000 -26.67% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 43,397 3,782 0.0% 0.01% 378 -40,935 -48.54% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 43,176 3,763 0.02% 0.03% 379 -370 -0.85% Q4 2025 Feb 17, 2026
MATAURO, LLC History New 43,073 3,754 0.57% — 380 +43,073 New Q4 2025 Jan 16, 2026
Midwest Heritage Bank, FSB History Added to 42,670 3,719 1.28% 1.27% 381 +2,595 6.48% Q4 2025 Feb 04, 2026
Tortoise Investment Management, LLC History Reduced 42,634 3,715 0.33% 0.34% 382 -49 -0.11% Q4 2025 Feb 06, 2026
Robinson Value Management, Ltd. History Reduced 41,986 3,659 1.98% 2.2% 383 -527 -1.24% Q4 2025 Jan 12, 2026
Transamerica Financial Advisors, LLC History Reduced 41,419 3,610 0.3% 0.32% 384 -1,151 -2.7% Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 41,400 3,608 0.27% 0.54% 385 -36,668 -46.97% Q4 2025 Feb 17, 2026
Latitude Advisors, LLC History Added to 41,262 3,596 1.58% 1.65% 386 +848 2.1% Q4 2025 Jan 27, 2026
Miller Financial Services LLC History Added to 40,920 3,566 4.18% 3.69% 387 +5,197 14.55% Q4 2025 Feb 12, 2026
Spectrum Strategic Capital Management, LLC History Added to 40,807 3,556 1.89% 0.84% 388 +22,411 121.83% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Reduced 40,593 3,538 0.12% 0.16% 389 -5,769 -12.44% Q4 2025 Feb 04, 2026
Fortis Group Advisors, LLC History Reduced 40,590 3,536 0.59% 1.57% 390 -60,175 -59.72% Q4 2025 Feb 06, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Added to 40,225 3,506 1.24% 1.08% 391 +6,924 20.79% Q4 2025 Jan 16, 2026
Avos Capital Management, LLC History Reduced 40,204 3,504 1.53% 6.58% 392 -117,616 -74.53% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 40,000 3,486 0.08% 0.09% 393 0 0.0% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 39,527 3,445 0.01% 0.0% 394 -1,704 -4.13% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 39,347 3,429 0.12% 0.14% 395 -3,107 -7.32% Q4 2025 Jan 13, 2026
Baird Financial Group, Inc. History Reduced 39,197 3,416 0.01% 0.01% 396 -27,323 -41.07% Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History Added to 39,171 3,414 1.03% 1.07% 397 +922 2.41% Q4 2025 Jan 22, 2026
Virtue Capital Management, LLC History Added to 37,992 3,306 0.51% 0.68% 398 +8,464 28.66% Q4 2025 Feb 18, 2026
Geneos Wealth Management Inc. History Added to 37,905 3,303 0.08% 0.08% 399 +2,722 7.74% Q4 2025 Jan 28, 2026
SJBENEN ADVISORY, LLC History New 102,800 3,294 3.07% — 400 +102,800 New Q4 2025 Jan 14, 2026
Beacon Pointe Advisors, LLC History Added to 37,258 3,247 0.02% 0.01% 401 +22,587 153.96% Q4 2025 Feb 18, 2026
Vontobel Holding Ltd. History Reduced 36,869 3,213 0.01% 0.01% 402 -11,790 -24.23% Q4 2025 Feb 13, 2026
WJ Financial Advisors LLC History Reduced 36,323 3,165 2.82% 3.16% 403 -182 -0.5% Q4 2025 Feb 02, 2026
Federation des caisses Desjardins du Quebec History Reduced 36,290 3,163 0.01% 0.01% 404 -5,547 -13.26% Q4 2025 Feb 12, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Added to 36,189 3,154 2.83% 2.38% 405 +7,351 25.49% Q4 2025 Jan 23, 2026
BCM ADVISORS, LLC History Reduced 35,837 3,151 0.6% 0.66% 406 -16 -0.04% Q4 2025 Jan 26, 2026
Peregrine Asset Advisers, Inc. History Added to 36,057 3,142 0.89% 0.7% 407 +9,853 37.6% Q4 2025 Feb 02, 2026
Greenland Capital Management LP History New 36,000 3,137 0.33% — 408 +36,000 New Q4 2025 Feb 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 35,774 3,118 0.67% 0.73% 409 -1,233 -3.33% Q4 2025 Jan 26, 2026
HighMark Wealth Management LLC History Added to 35,511 3,095 1.26% 1.38% 410 +420 1.2% Q4 2025 Feb 05, 2026
Juno Financial Group LLC History New 35,449 3,089 1.24% — 411 +35,449 New Q4 2025 Jan 28, 2026
Itau Unibanco Holding S.A. History Reduced 35,000 3,075 0.07% 0.23% 412 -42,500 -54.84% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 34,910 3,042 0.23% 0.25% 413 -2,181 -5.88% Q4 2025 Feb 18, 2026
Hikari Tsushin, Inc. History No change 34,607 3,016 0.2% 0.21% 414 0 0.0% Q4 2025 Feb 12, 2026
SCOTIA CAPITAL INC. History Reduced 34,078 2,970 0.01% 0.02% 415 -6,940 -16.92% Q4 2025 Feb 12, 2026
CONSILIO WEALTH ADVISORS, LLC History New 34,010 2,964 0.87% — 416 +34,010 New Q4 2025 Mar 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 33,973 2,961 0.19% 0.16% 417 +6,925 25.6% Q4 2025 Feb 06, 2026
One Wealth Advisors, LLC History Added to 33,841 2,949 0.36% 0.09% 418 +26,092 336.71% Q4 2025 Feb 02, 2026
Aurora Private Wealth, Inc. History New 33,685 2,945 1.94% — 419 +33,685 New Q4 2025 Feb 02, 2026
MA Private Wealth History Reduced 33,446 2,915 0.49% 0.51% 420 -764 -2.23% Q4 2025 Feb 03, 2026
WealthShield Partners, LLC History Reduced 33,400 2,911 0.32% 0.41% 421 -6,606 -16.51% Q4 2025 Feb 03, 2026
KM Capital Management Ltd. History Added to 33,048 2,880 1.47% 1.18% 422 +4,481 15.69% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 32,975 2,874 0.05% 0.06% 423 +2,525 8.29% Q4 2025 Feb 03, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 32,587 2,840 0.31% 0.35% 424 -3,462 -9.6% Q4 2025 Jan 29, 2026
Q3 Asset Management History New 32,460 2,829 0.65% — 425 +32,460 New Q4 2025 Jan 27, 2026
Midwest Financial Group LLC History Added to 32,293 2,814 1.24% 1.35% 426 +690 2.18% Q4 2025 Jan 20, 2026
Creative Planning History Reduced 32,272 2,812 0.0% 0.01% 427 -49,914 -60.73% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 32,160 2,803 0.2% 0.33% 428 -19,971 -38.31% Q4 2025 Feb 12, 2026
Investors Portfolio Services LLC History New 31,780 2,769 2.49% — 429 +31,780 New Q4 2025 Feb 09, 2026
FDx Advisors, Inc. History Reduced 31,660 2,759 1.41% 0.86% 430 -91 -0.29% Q4 2025 Feb 10, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 31,640 2,757 1.32% 1.37% 431 -2,900 -8.4% Q4 2025 Feb 03, 2026
Redwood Wealth Management Group, LLC History Added to 31,463 2,742 1.15% 0.98% 432 +5,600 21.65% Q4 2025 Feb 03, 2026
Cardinal Strategic Wealth Guidance History Added to 31,409 2,737 0.72% 0.71% 433 +1,688 5.68% Q4 2025 Jan 27, 2026
Timber Creek Capital Management LLC History Reduced 31,331 2,730 0.63% 0.68% 434 -87 -0.28% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 31,199 2,719 0.05% 0.05% 435 +1,673 5.67% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 30,930 2,695 1.71% 1.78% 436 +1,221 4.11% Q4 2025 Feb 04, 2026
HANCOCK WHITNEY CORP History Added to 30,476 2,656 0.05% 0.01% 437 +24,986 455.12% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Reduced 30,132 2,626 0.06% 0.06% 438 -17 -0.06% Q4 2025 Feb 03, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 30,002 2,614 0.02% 0.04% 439 -31,446 -51.17% Q4 2025 Feb 17, 2026
Glaxis Capital Management, LLC History New 30,000 2,614 4.48% — 440 +30,000 New Q4 2025 Feb 12, 2026
FIFTH LANE CAPITAL, LP History New 30,000 2,614 1.98% — 441 +30,000 New Q4 2025 Feb 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 29,606 2,580 1.4% 1.51% 442 -377 -1.26% Q4 2025 Feb 05, 2026
PFG Investments, LLC History Reduced 29,594 2,579 0.12% 0.15% 443 -2,398 -7.5% Q4 2025 Jan 26, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 29,600 2,579 0.65% 0.63% 444 0 0.0% Q4 2025 Feb 13, 2026
Clay Northam Wealth Management, LLC History Reduced 29,474 2,568 1.43% 1.92% 445 -8,139 -21.64% Q4 2025 Feb 17, 2026
Yoder Wealth Management, Inc. History Reduced 29,427 2,564 1.17% 1.26% 446 -440 -1.47% Q4 2025 Jan 22, 2026
Signature Wealth Management Group History Added to 29,243 2,548 1.04% 1.0% 447 +288 0.99% Q4 2025 Jan 15, 2026
Erickson Financial Group, LLC History Reduced 28,847 2,514 1.54% 1.65% 448 -510 -1.74% Q4 2025 Jan 21, 2026
CADINHA & CO LLC History Reduced 28,267 2,463 0.38% 0.35% 449 -309 -1.08% Q4 2025 Jan 28, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 28,249 2,462 0.2% 0.2% 450 +2,205 8.47% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Added to 28,168 2,455 0.14% 0.08% 451 +6,946 32.73% Q4 2025 Jan 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 27,854 2,427 0.01% 0.01% 452 +6,985 33.47% Q4 2025 Feb 11, 2026
4Thought Financial Group Inc. History Reduced 27,725 2,416 1.2% 2.06% 453 -17,763 -39.05% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Reduced 27,666 2,411 0.02% 0.03% 454 -752 -2.65% Q4 2025 Feb 17, 2026
Mechanics Bank Trust Department History Reduced 27,659 2,410 0.32% 0.46% 455 -8,952 -24.45% Q4 2025 Jan 14, 2026
Wealthspire Retirement, LLC History Added to 27,458 2,393 0.15% 0.13% 456 +4,626 20.26% Q4 2025 Feb 18, 2026
ARVEST INVESTMENTS, INC. History Reduced 27,299 2,379 0.33% 0.35% 457 -46 -0.17% Q4 2025 Jan 20, 2026
Compass Wealth Management, LLC/GA History Reduced 27,052 2,357 0.97% 1.81% 458 -18,594 -40.74% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 26,684 2,325 0.03% 0.03% 460 -8,301 -23.73% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 26,674 2,325 0.14% 0.15% 459 +575 2.2% Q4 2025 Feb 13, 2026
Spectrum Planning & Advisory Services Inc. History Added to 26,537 2,312 1.19% 0.98% 461 +7,092 36.47% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 26,427 2,303 0.11% 0.13% 462 +2,260 9.35% Q4 2025 Jan 28, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 26,310 2,293 1.44% 1.67% 463 -2,120 -7.46% Q4 2025 Feb 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 25,996 2,265 0.07% 0.05% 464 +9,814 60.65% Q4 2025 Feb 13, 2026
Apeiron RIA LLC History New 25,964 2,258 0.46% — 465 +25,964 New Q4 2025 Feb 03, 2026
GC Wealth Management RIA, LLC History Reduced 25,805 2,249 0.08% 0.08% 466 -1,279 -4.72% Q4 2025 Jan 30, 2026
Providence Capital Advisors, LLC History Added to 25,696 2,239 0.38% 0.38% 467 +851 3.43% Q4 2025 Feb 12, 2026
PURSUE WEALTH PARTNERS LLC History Added to 25,568 2,228 1.08% 1.08% 468 +3,642 16.61% Q4 2025 Jan 26, 2026
Archford Capital Strategies, LLC History New 25,535 2,225 0.26% — 469 +25,535 New Q4 2025 Jan 15, 2026
Trek Financial, LLC History Added to 25,448 2,218 0.13% 0.11% 470 +4,700 22.65% Q4 2025 Feb 04, 2026
BENJAMIN EDWARDS INC History Reduced 25,361 2,210 0.02% 0.15% 471 -124,188 -83.04% Q4 2025 Feb 02, 2026
Formidable Asset Management, LLC History Added to 24,556 2,194 0.32% 0.32% 472 +1,620 7.06% Q4 2025 Jan 16, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 25,030 2,181 0.08% 0.09% 473 -5,427 -17.82% Q4 2025 Feb 13, 2026
Illumine Investment Management, LLC History Added to 24,866 2,167 1.58% 1.57% 474 +138 0.56% Q4 2025 Feb 09, 2026
PFG Advisors History Added to 24,437 2,129 0.1% 0.06% 475 +8,951 57.8% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 24,287 2,116 0.57% 0.01% 476 +24,023 9099.62% Q4 2025 Feb 09, 2026
Voya Financial Advisors, Inc. History Added to 23,756 2,092 0.2% 0.15% 477 +6,470 37.43% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 23,871 2,080 0.04% 0.06% 478 -5,529 -18.81% Q4 2025 Feb 03, 2026
Affinity Capital Advisors, LLC History Added to 23,748 2,069 0.29% 0.22% 479 +7,816 49.06% Q4 2025 Jan 09, 2026
Integrated Advisors Network LLC History Reduced 23,577 2,054 0.09% 0.1% 480 -1,740 -6.87% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 23,262 2,027 0.07% 0.07% 481 -888 -3.68% Q4 2025 Jan 14, 2026
Capital Group Private Client Services, Inc. History Added to 23,194 2,021 0.03% 0.03% 482 +337 1.47% Q4 2025 Feb 11, 2026
Argyle Capital Partners, LLC History Reduced 23,151 2,017 1.47% 1.84% 483 -5,614 -19.52% Q4 2025 Feb 17, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History No change 23,123 2,015 0.98% 1.33% 484 0 0.0% Q4 2025 Feb 11, 2026
Joseph P. Lucia & Associates, LLC History Reduced 22,935 1,999 0.72% 0.85% 485 -2,180 -8.68% Q4 2025 Jan 28, 2026
Capital Square, LLC History Added to 22,876 1,993 1.02% 0.56% 486 +10,642 86.99% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 22,835 1,990 0.04% 0.04% 487 -399 -1.72% Q4 2025 Feb 12, 2026
Risk Paradigm Group, LLC History New 22,659 1,974 1.9% — 488 +22,659 New Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History Added to 22,658 1,974 0.19% 0.15% 489 +6,345 38.9% Q4 2025 Feb 13, 2026
Yukon Wealth Management, Inc. History Reduced 22,807 1,973 1.14% 0.69% 490 -635 -2.71% Q4 2025 Feb 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 22,625 1,972 0.24% 0.26% 491 +392 1.76% Q4 2025 Jan 07, 2026
Kovack Advisors, Inc. History Added to 22,556 1,965 0.09% 0.03% 492 +19,330 599.19% Q4 2025 Feb 17, 2026
PMV Capital Advisers, LLC History Added to 22,546 1,965 3.58% 3.38% 493 +3,045 15.61% Q4 2025 Jan 08, 2026
Dynamic Wealth Strategies, LLC History Added to 22,444 1,956 1.16% 1.18% 494 +2,753 13.98% Q4 2025 Feb 04, 2026
WealthPlan Investment Management, LLC History Reduced 22,411 1,953 0.12% 0.14% 495 -787 -3.39% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 22,319 1,945 0.04% 0.04% 496 +2,977 15.39% Q4 2025 Jan 14, 2026
World Investment Advisors History Added to 22,240 1,938 0.03% 0.01% 497 +17,522 371.39% Q4 2025 Mar 12, 2026
London & Capital Asset Management Ltd History New 22,086 1,925 0.02% — 499 +22,086 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Added to 32,092 1,925 0.06% 0.07% 498 +4,711 17.21% Q4 2025 Jan 09, 2026
Counterweight Ventures, LLC History Added to 22,074 1,923 1.08% 1.02% 500 +2,548 13.05% Q4 2025 Jan 15, 2026
Savior LLC History Added to 22,021 1,919 6.93% 2.93% 501 +14,653 198.87% Q4 2025 Jan 15, 2026
Clear Creek Financial Management, LLC History Added to 21,913 1,909 0.16% 0.17% 502 +495 2.31% Q4 2025 Jan 23, 2026
Values First Advisors, Inc. History Added to 21,856 1,904 0.99% 1.0% 504 +945 4.52% Q4 2025 Jan 30, 2026
RPg Family Wealth Advisory, LLC History Reduced 21,845 1,904 0.42% 0.44% 503 -656 -2.92% Q4 2025 Feb 13, 2026
Rakuten Securities, Inc. History Reduced 21,559 1,879 0.61% 1.13% 505 -12,662 -37.0% Q4 2025 Jan 29, 2026
MBA Advisors LLC History Reduced 21,533 1,876 0.76% 0.86% 506 -885 -3.95% Q4 2025 Jan 21, 2026
Signet Private Wealth LLC History New 21,306 1,857 1.78% — 507 +21,306 New Q4 2025 Feb 11, 2026
McAdam, LLC History Reduced 21,262 1,853 0.08% 0.1% 508 -1,082 -4.84% Q4 2025 Feb 13, 2026
Keel Point, LLC History Added to 21,165 1,844 0.11% 0.12% 509 +230 1.1% Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 21,019 1,831 0.41% 0.45% 510 +115 0.55% Q4 2025 Jan 09, 2026
Tiller Private Wealth, Inc. History Reduced 20,991 1,829 0.65% 1.72% 511 -33,032 -61.14% Q4 2025 Jan 14, 2026
Tempo Wealth, LLC History New 20,765 1,809 0.32% — 512 +20,765 New Q4 2025 Feb 25, 2026
Lauer Wealth, LLC History Added to 20,528 1,793 1.33% 1.08% 513 +3,858 23.14% Q4 2025 Jan 12, 2026
Stratos Wealth Advisors, LLC History Reduced 20,568 1,792 0.09% 0.12% 514 -7,001 -25.39% Q4 2025 Jan 20, 2026
Hoxton Planning & Management, LLC History Added to 20,510 1,787 0.53% 0.55% 515 +1,445 7.58% Q4 2025 Feb 11, 2026
4WEALTH ADVISORS, INC. History Added to 20,475 1,784 1.52% 1.59% 516 +600 3.02% Q4 2025 Jan 21, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 20,236 1,763 0.75% 0.78% 517 -17 -0.08% Q4 2025 Jan 22, 2026
SteelPeak Wealth, LLC History Added to 20,052 1,747 0.06% 0.01% 518 +16,347 441.21% Q4 2025 Jan 20, 2026
BlueCrest Capital Management Ltd History Reduced 20,000 1,743 0.05% 4.48% 519 -8,000 -28.57% Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History New 19,906 1,735 0.24% — 520 +19,906 New Q4 2025 Jan 26, 2026
Hunting Hill Global Capital, LLC History Reduced 19,467 1,696 1.17% 0.81% 521 -13,133 -40.29% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 19,135 1,667 0.1% 0.05% 522 +9,906 107.34% Q4 2025 Feb 17, 2026
Boltwood Capital Management History Added to 19,064 1,661 0.43% 0.42% 523 +1,479 8.41% Q4 2025 Jan 02, 2026
AllGen Financial Advisors, Inc. History Reduced 18,941 1,650 0.39% 0.85% 524 -19,712 -51.0% Q4 2025 Jan 22, 2026
Blueprint Financial Advisors LLC History Added to 18,921 1,649 0.25% 0.24% 525 +6,702 54.85% Q4 2025 Feb 13, 2026
Hirtle Callaghan & Co LLC History Added to 18,783 1,637 0.06% 0.05% 526 +1,383 7.95% Q4 2025 Feb 04, 2026
Camarda Financial Advisors, LLC History Reduced 18,691 1,629 0.62% 0.63% 527 -500 -2.61% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 18,608 1,621 0.19% 0.05% 528 +13,870 292.74% Q4 2025 Feb 13, 2026
MAI Capital Management History Reduced 18,505 1,612 0.01% 0.01% 529 -6,569 -26.2% Q4 2025 Feb 13, 2026
Empirical Asset Management, LLC History Added to 18,463 1,609 0.45% 0.44% 530 +759 4.29% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Reduced 18,393 1,603 0.03% 0.07% 531 -23,968 -56.58% Q4 2025 Jan 22, 2026
Garden State Investment Advisory Services LLC History Reduced 18,328 1,601 0.35% 0.43% 532 -3,091 -14.43% Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History New 18,271 1,592 0.18% — 533 +18,271 New Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 18,191 1,585 0.03% 0.05% 534 -7,631 -29.55% Q4 2025 Feb 02, 2026
American Alpha Advisors, LLC History Added to 17,853 1,556 0.92% 0.88% 535 +3,653 25.73% Q4 2025 Feb 17, 2026
TECTONIC ADVISORS LLC History Reduced 17,784 1,550 0.08% 0.09% 536 -177 -0.99% Q4 2025 Jan 23, 2026
Maridea Wealth Management LLC History Reduced 17,769 1,548 0.23% 0.3% 537 -3,062 -14.7% Q4 2025 Jan 08, 2026
Ameritas Advisory Services, LLC History Added to 17,707 1,543 0.06% 0.06% 538 +7,091 66.8% Q4 2025 Feb 04, 2026
RiverFront Investment Group, LLC History Added to 17,438 1,519 0.03% 0.02% 539 +2,036 13.22% Q4 2025 Feb 05, 2026
CFS Investment Advisory Services, LLC History Reduced 17,416 1,517 0.11% 0.12% 540 -274 -1.55% Q4 2025 Feb 10, 2026
Crabel Capital Management, LLC History Reduced 17,373 1,514 1.14% 1.43% 541 -518 -2.9% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 17,328 1,510 0.03% 0.03% 542 0 0.0% Q4 2025 Feb 02, 2026
Narus Financial Partners, LLC History Reduced 17,214 1,500 0.41% 0.42% 543 -42 -0.24% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Added to 17,154 1,495 0.05% 0.06% 544 +671 4.07% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 17,142 1,494 0.05% 0.06% 545 -1,277 -6.93% Q4 2025 Jan 20, 2026
ORG Partners LLC History Added to 17,131 1,493 0.26% 0.27% 546 +13,872 425.65% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History New 17,079 1,489 0.0% — 547 +17,079 New Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 16,946 1,477 0.05% 0.04% 548 +7,141 72.83% Q4 2025 Jan 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 16,860 1,469 0.11% — 549 +16,860 New Q4 2025 Feb 09, 2026
VestGen Advisors, LLC History Added to 16,837 1,467 0.06% 0.05% 550 +1,237 7.93% Q4 2025 Feb 17, 2026
BEAM WEALTH ADVISORS, INC. History Added to 16,732 1,458 0.4% 0.39% 551 +878 5.54% Q4 2025 Feb 04, 2026
EverSource Wealth Advisors, LLC History Added to 16,720 1,457 0.05% 0.05% 552 +3,398 25.51% Q4 2025 Feb 06, 2026
Goelzer Investment Management, Inc. History Added to 16,639 1,450 0.07% 0.08% 553 +233 1.42% Q4 2025 Jan 14, 2026
Lighthouse Investment Partners, LLC History Added to 16,556 1,443 0.04% 0.01% 554 +14,281 627.74% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 16,461 1,434 0.19% — 555 +16,461 New Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History Added to 16,261 1,417 0.0% 0.0% 556 +16,099 9937.65% Q4 2025 Feb 12, 2026
Blueprint Investment Partners LLC History Added to 16,258 1,417 0.15% 0.15% 557 +3,958 32.18% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 16,253 1,416 0.0% 0.0% 558 -4,997 -23.52% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 16,131 1,409 0.0% 0.0% 559 +1,052 6.98% Q4 2025 Feb 05, 2026
Stronghold Wealth Management L.L.C. History New 16,135 1,406 2.08% — 560 +16,135 New Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 16,050 1,398 0.02% — 562 +16,050 New Q4 2025 Feb 13, 2026
Roberts Financial Services LLC History Reduced 16,047 1,398 0.44% 0.47% 561 -173 -1.07% Q4 2025 Jan 23, 2026
Tempus Wealth Planning, LLC History Reduced 15,991 1,393 0.32% 0.58% 563 -12,323 -43.52% Q4 2025 Jan 16, 2026
RED REEF ADVISORS LLC History New 15,829 1,379 1.4% — 564 +15,829 New Q4 2025 Apr 08, 2026
Triad Wealth Partners, LLC History Added to 15,697 1,368 0.13% 0.08% 565 +9,083 137.33% Q4 2025 Jan 22, 2026
Western Financial Corp/CA History Reduced 15,533 1,353 0.54% 0.61% 566 -112 -0.72% Q4 2025 Jan 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 15,435 1,345 0.0% — 567 +15,435 New Q4 2025 Feb 13, 2026
Etesian Wealth Advisors, Inc. History Reduced 15,413 1,343 0.42% 0.51% 569 -1,892 -10.93% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 15,409 1,343 0.02% 0.02% 568 -826 -5.09% Q4 2025 Jan 21, 2026
Capital Investment Counsel, Inc History Added to 15,395 1,341 0.16% 0.12% 570 +4,700 43.95% Q4 2025 Jan 23, 2026
RD Finance Ltd History Reduced 15,300 1,334 1.35% 33.26% 571 -332,220 -95.6% Q4 2025 Feb 03, 2026
Morse Asset Management, Inc History Reduced 15,093 1,315 0.26% 0.31% 572 -2,200 -12.72% Q4 2025 Feb 03, 2026
State of New Jersey Common Pension Fund D History No change 15,000 1,307 0.0% 0.0% 573 0 0.0% Q4 2025 Jan 30, 2026
DKM Wealth Management, Inc. History Reduced 14,970 1,304 0.97% 1.62% 574 -7,592 -33.65% Q4 2025 Jan 12, 2026
E&G Advisors, LP History Added to 14,824 1,292 0.29% 0.3% 576 +161 1.1% Q4 2025 Jan 23, 2026
BECKER CAPITAL MANAGEMENT INC History No change 14,830 1,292 0.04% 0.04% 575 0 0.0% Q4 2025 Feb 13, 2026
NVWM, LLC History Reduced 14,700 1,281 0.28% 0.3% 577 -191 -1.28% Q4 2025 Jan 20, 2026
Van Hulzen Asset Management, LLC History Reduced 14,686 1,280 0.09% 0.1% 578 -646 -4.21% Q4 2025 Feb 06, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 14,638 1,275 0.16% 0.19% 579 -848 -5.48% Q4 2025 Feb 04, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 14,494 1,263 0.15% 0.16% 580 -120 -0.82% Q4 2025 Feb 03, 2026
Arrow Investment Advisors, LLC History Reduced 14,474 1,261 1.4% 1.46% 581 -371 -2.5% Q4 2025 Feb 09, 2026
Matrix Trust Co History No change 14,419 1,257 0.21% 0.2% 582 0 0.0% Q4 2025 Jan 13, 2026
Allworth Financial LP History New 14,420 1,256 0.01% — 583 +14,420 New Q4 2025 Feb 05, 2026
Security Financial Services, INC. History Added to 14,151 1,233 0.19% 0.13% 584 +5,387 61.47% Q4 2025 Jan 27, 2026
United Advisor Group, LLC History Reduced 14,061 1,225 0.15% 0.24% 585 -5,793 -29.18% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 13,912 1,212 0.02% 0.04% 586 +716 5.43% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History Added to 13,896 1,211 0.16% 0.16% 587 +1,633 13.32% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Reduced 13,872 1,209 0.01% 0.01% 588 -2,795 -16.77% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History Added to 13,725 1,203 0.32% 0.15% 589 +7,742 129.4% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Added to 13,784 1,201 0.14% 0.21% 590 +124 0.91% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 13,659 1,199 0.06% 0.03% 591 +8,705 175.72% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Added to 13,470 1,174 0.05% 0.04% 592 +3,244 31.72% Q4 2025 Feb 13, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 13,437 1,171 0.27% 0.11% 593 +8,332 163.21% Q4 2025 Jan 28, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 13,319 1,170 0.08% 0.13% 594 -6,123 -31.49% Q4 2025 Jan 15, 2026
Smart Money Group LLC History Reduced 13,412 1,168 0.34% 0.39% 595 -1,416 -9.55% Q4 2025 Jan 30, 2026
VestGen Investment Management History Reduced 13,260 1,155 0.64% 0.74% 596 -547 -3.96% Q4 2025 Feb 18, 2026
Helium Advisors LLC History Added to 13,185 1,149 1.16% 0.82% 597 +2,189 19.91% Q4 2025 Feb 12, 2026
EFG International AG History New 13,154 1,146 0.02% — 598 +13,154 New Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Reduced 13,063 1,138 0.08% 0.08% 599 -258 -1.94% Q4 2025 Feb 20, 2026
MMA ASSET MANAGEMENT LLC History Added to 13,002 1,133 0.4% 0.23% 600 +5,189 66.41% Q4 2025 Feb 03, 2026
GDS Wealth Management History Reduced 12,973 1,130 0.07% 0.08% 601 -1,176 -8.31% Q4 2025 Feb 02, 2026
Robertson Stephens Wealth Management, LLC History Added to 12,930 1,127 0.03% 0.01% 603 +9,618 290.4% Q4 2025 Feb 02, 2026
Koshinski Asset Management, Inc. History Added to 12,931 1,127 0.07% 0.07% 602 +875 7.26% Q4 2025 Feb 03, 2026
Valtrion Capital Management, LLC History Added to 12,881 1,122 1.12% 1.2% 604 +414 3.32% Q4 2025 Feb 11, 2026
FNY Investment Advisers, LLC History Reduced 12,830 1,118 0.32% 1.43% 605 -37,130 -74.32% Q4 2025 Jan 16, 2026
Integrity Advisory Solutions, LLC History Added to 12,739 1,110 0.16% 0.16% 606 +1,428 12.62% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Added to 12,586 1,096 0.0% 0.0% 607 +785 6.65% Q4 2025 Feb 17, 2026
TFB Advisors LLC History Added to 12,567 1,095 0.31% 0.33% 608 +255 2.07% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History Reduced 12,500 1,089 0.03% 0.26% 609 -88,000 -87.56% Q4 2025 Feb 17, 2026
Alteri Wealth LLC History Added to 12,352 1,076 0.35% 0.38% 610 +17 0.14% Q4 2025 Feb 11, 2026
ONE Advisory Partners, LLC History Added to 12,338 1,075 0.32% 0.23% 611 +4,002 48.01% Q4 2025 Jan 12, 2026
Ground Swell Capital, LLC History New 12,175 1,061 2.18% — 612 +12,175 New Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 12,167 1,060 0.02% 0.01% 613 +6,463 113.31% Q4 2025 Feb 09, 2026
FMR LLC History Added to 12,140 1,058 0.0% 0.0% 614 +839 7.42% Q4 2025 Feb 17, 2026
Summit Financial Consulting LLC History Reduced 12,067 1,051 0.76% 0.92% 615 -883 -6.82% Q4 2025 Jan 23, 2026
MILESTONE ASSET MANAGEMENT, LLC History New 12,022 1,047 0.2% — 616 +12,022 New Q4 2025 Jan 28, 2026
Centerline Wealth Advisors, LLC History Reduced 12,001 1,045 0.38% 2.88% 617 -61,972 -83.78% Q4 2025 Jan 08, 2026
Intrua Financial, LLC History Reduced 11,979 1,044 0.11% 0.31% 618 -19,941 -62.47% Q4 2025 Feb 05, 2026
Procyon Advisors, LLC History New 11,959 1,042 0.05% — 619 +11,959 New Q4 2025 Jan 07, 2026
CIBC WORLD MARKETS CORP History New 11,900 1,037 0.0% — 620 +11,900 New Q4 2025 Feb 12, 2026
Rooted Wealth Advisors, Inc. History Added to 11,984 1,037 0.29% 0.25% 621 +2,794 30.4% Q4 2025 Feb 09, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 11,901 1,037 0.8% 0.8% 622 -43 -0.36% Q4 2025 Jan 23, 2026
Keebeck Wealth Management History Added to 11,838 1,031 0.12% 0.09% 623 +3,609 43.86% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Added to 11,811 1,029 0.04% 0.04% 624 +524 4.64% Q4 2025 Jan 14, 2026
Brookwood Investment Group LLC History Added to 11,766 1,025 0.12% 0.13% 626 +505 4.48% Q4 2025 Jan 22, 2026
Burford Brothers, Inc. History Reduced 11,771 1,025 0.42% 0.45% 625 -79 -0.67% Q4 2025 Feb 05, 2026
CDKV HOLDINGS LLC History New 11,759 1,024 0.86% — 627 +11,759 New Q4 2025 Feb 17, 2026
Emergent Wealth Advisors, LLC History Reduced 11,715 1,021 0.57% 0.68% 628 -1,442 -10.96% Q4 2025 Jan 14, 2026
WAYSTONE ADVISORS LLC History New 11,677 1,017 0.87% — 629 +11,677 New Q4 2025 Feb 09, 2026
Cooper Financial Group History Added to 11,653 1,015 0.11% 0.03% 630 +8,542 274.57% Q4 2025 Jan 08, 2026
WCG Wealth Advisors LLC History New 11,551 1,006 0.03% — 631 +11,551 New Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 11,523 1,004 0.01% 0.01% 632 -1,720 -12.99% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Reduced 11,283 983 0.0% 0.0% 633 -1,259 -10.04% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 11,275 982 0.01% 0.01% 634 +631 5.93% Q4 2025 Feb 03, 2026
CHOREO, LLC History Added to 11,150 979 0.01% 0.0% 635 +7,363 194.43% Q4 2025 Jan 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 11,209 976 0.0% 0.0% 636 -1,726 -13.34% Q4 2025 Jan 30, 2026
M Holdings Securities, Inc. History New 11,164 973 0.07% — 637 +11,164 New Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Added to 11,174 973 0.04% 0.04% 638 +294 2.7% Q4 2025 Feb 10, 2026
Asempa Wealth Advisors History New 11,144 971 0.84% — 639 +11,144 New Q4 2025 Jan 08, 2026
Cresta Advisors, Ltd. History No change 11,085 966 0.41% 0.44% 640 0 0.0% Q4 2025 Feb 03, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 11,046 962 1.6% 1.3% 641 +205 1.89% Q4 2025 Feb 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 10,956 954 0.1% 0.1% 642 -51 -0.46% Q4 2025 Jan 27, 2026
Snowden Capital Advisors LLC History Reduced 10,894 949 0.02% 0.04% 643 -5,904 -35.15% Q4 2025 Feb 17, 2026
Able Wealth Management LLC History Added to 10,894 949 0.3% 0.36% 644 +208 1.95% Q4 2025 Jan 27, 2026
WEALTHGARDEN F.S. LLC History Reduced 10,667 942 0.62% 0.73% 645 -561 -5.0% Q4 2025 Feb 11, 2026
Omega Financial Group, LLC History Reduced 10,796 940 0.31% 0.35% 646 -1,011 -8.56% Q4 2025 Jan 28, 2026
IBEX WEALTH ADVISORS History No change 10,737 935 0.09% 0.09% 647 0 0.0% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 10,447 910 0.04% 0.01% 648 +6,856 190.92% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 10,432 909 0.39% 0.41% 649 -386 -3.57% Q4 2025 Jan 30, 2026
Titiun Yejiel History New 10,387 905 1.09% — 651 +10,387 New Q4 2025 Apr 10, 2026
Continuum Advisory, LLC History Reduced 10,393 905 0.09% 0.11% 650 -1,664 -13.8% Q4 2025 Feb 11, 2026
True North Advisors, LLC History Added to 10,360 903 0.12% 0.13% 652 +1,303 14.39% Q4 2025 Jan 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 10,344 901 0.03% 0.03% 653 +756 7.88% Q4 2025 Feb 12, 2026
Polymer Capital Management (HK) LTD History No change 10,294 897 0.13% 0.13% 654 0 0.0% Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History Reduced 10,272 895 0.07% 0.08% 655 -1,060 -9.35% Q4 2025 Jan 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 10,000 871 0.01% 0.01% 656 0 0.0% Q4 2025 Feb 11, 2026
Slagle Financial, LLC History Added to 9,961 868 0.3% 0.24% 657 +2,536 34.15% Q4 2025 Jan 26, 2026
SeaCrest Wealth Management, LLC History Added to 9,631 845 0.09% 0.09% 658 +300 3.22% Q4 2025 Jan 12, 2026
Shared Vision Wealth Group LLC History Added to 9,518 840 0.34% 0.3% 659 +1,916 25.2% Q4 2025 Feb 11, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 9,508 828 0.18% 0.32% 660 -5,915 -38.35% Q4 2025 Feb 02, 2026
Delos Wealth Advisors, LLC History Added to 9,465 824 0.54% 0.41% 661 +2,670 39.29% Q4 2025 Feb 17, 2026
High Falls Advisors, Inc History Added to 9,399 819 0.17% 0.05% 662 +6,523 226.81% Q4 2025 Feb 18, 2026
Realta Investment Advisors History Added to 9,380 817 0.27% 0.21% 663 +2,203 30.7% Q4 2025 Jan 20, 2026
Wealthspire Advisors, LLC History Added to 9,368 816 0.01% 0.0% 664 +9,086 3221.99% Q4 2025 Feb 13, 2026
Kelly Financial Services LLC History Added to 9,260 807 0.2% 0.08% 666 +5,610 153.7% Q4 2025 Jan 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 9,259 807 0.05% 0.06% 665 -630 -6.37% Q4 2025 Jan 23, 2026
Arrowroot Family Office, LLC History Reduced 9,249 806 0.29% 0.37% 667 -1,194 -11.43% Q4 2025 Feb 11, 2026
Patten Group, Inc. History New 9,213 803 0.15% — 668 +9,213 New Q4 2025 Jan 23, 2026
SUN LIFE FINANCIAL INC History No change 9,150 798 0.04% 0.04% 669 0 0.0% Q4 2025 Feb 12, 2026
Independence Wealth Advisors, LLC History New 9,137 796 0.45% — 670 +9,137 New Q4 2025 Jan 09, 2026
Core Wealth Advisors, Inc. History Added to 9,108 793 0.21% 0.14% 671 +3,070 50.84% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History Added to 8,908 776 0.19% 0.2% 672 +329 3.83% Q4 2025 Jan 29, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 8,855 771 0.24% 0.27% 673 -192 -2.12% Q4 2025 Feb 03, 2026
One Capital Management, LLC History New 8,805 767 0.02% — 674 +8,805 New Q4 2025 Feb 10, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 8,746 762 0.33% 0.35% 675 -61 -0.69% Q4 2025 Jan 14, 2026
Lantern Wealth Advisors, LLC History Reduced 8,673 756 0.4% 0.43% 676 -369 -4.08% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History Added to 8,641 753 0.18% 0.18% 677 +886 11.42% Q4 2025 Feb 03, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History Reduced 8,575 752 0.52% 0.52% 678 -249 -2.82% Q4 2025 Jan 20, 2026
Leisure Capital Management History Reduced 8,575 747 0.25% 0.29% 679 -813 -8.66% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Reduced 8,533 743 0.01% 0.01% 680 -2,558 -23.06% Q4 2025 Jan 26, 2026
Pacific Excel Wealth Advisors, Inc. History New 8,469 738 1.39% — 681 +8,469 New Q4 2025 Feb 18, 2026
NWAM LLC History Added to 8,260 729 0.04% 0.04% 683 +1,114 15.59% Q4 2025 Feb 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 8,370 729 0.24% 0.26% 682 0 0.0% Q4 2025 Jan 26, 2026
AssuredPartners Investment Advisors, LLC History Added to 8,354 728 0.11% 0.06% 684 +5,404 183.19% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 19,745 727 0.0% — 685 +19,745 New Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Reduced 8,313 724 0.0% 0.0% 686 -2,649 -24.17% Q4 2025 Feb 13, 2026
BCI SECURITIES, INC. History New 8,305 723 6.24% — 687 +8,305 New Q4 2025 Feb 17, 2026
Stirlingshire Investments, Inc. History New 7,971 694 0.62% — 688 +7,971 New Q4 2025 Feb 11, 2026
REICON WEALTH ADVISORS, LLC History New 7,961 693 0.5% — 689 +7,961 New Q4 2025 Jan 30, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 7,946 692 0.36% — 690 +7,946 New Q4 2025 Feb 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 7,925 690 0.02% 0.02% 691 -2,077 -20.77% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History Added to 7,918 690 0.0% 0.0% 692 +2,051 34.96% Q4 2025 Feb 17, 2026
Summit Wealth Group, LLC History Reduced 7,926 690 0.16% 0.18% 693 -333 -4.03% Q4 2025 Feb 06, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 7,892 687 0.02% 0.04% 694 -3,889 -33.01% Q4 2025 Jan 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,892 687 0.02% 0.01% 695 +1,683 27.11% Q4 2025 Jan 29, 2026
Hobbs Group Advisors, LLC History Reduced 7,843 683 0.21% 0.22% 696 -42 -0.53% Q4 2025 Jan 28, 2026
FAIRFIELD, BUSH & CO. History Reduced 7,769 677 0.36% 0.4% 697 -949 -10.89% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 7,685 676 0.03% — 698 +7,685 New Q4 2025 Feb 12, 2026
J2 Capital Management Inc History Added to 7,720 672 0.49% 0.49% 699 +374 5.09% Q4 2025 Jan 20, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 7,649 666 0.54% — 700 +7,649 New Q4 2025 Jan 22, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 7,639 665 0.04% 0.04% 701 +29 0.38% Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 7,623 664 0.19% 0.11% 702 +3,695 94.07% Q4 2025 Feb 05, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 7,600 662 0.01% 0.01% 703 -1,466 -16.17% Q4 2025 Jan 28, 2026
Golden State Equity Partners History Reduced 7,581 660 0.11% 0.17% 704 -4,018 -34.64% Q4 2025 Jan 29, 2026
Arkos Global Advisors History No change 7,542 657 0.08% 0.09% 705 0 0.0% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 7,499 653 0.06% 0.03% 706 +3,711 97.97% Q4 2025 Jan 26, 2026
Johnson Financial Group, Inc. History Added to 7,493 653 0.02% 0.02% 707 +185 2.53% Q4 2025 Feb 12, 2026
VICUS CAPITAL History New 7,193 626 0.05% — 708 +7,193 New Q4 2025 Jan 22, 2026
Lifetime Wealth Management P.C. History New 7,116 620 0.39% — 709 +7,116 New Q4 2025 Mar 25, 2026
HEADINVEST, LLC History Reduced 7,110 619 0.12% 0.15% 710 -992 -12.24% Q4 2025 Feb 02, 2026
SAGE ADVISORS, LLC History New 7,061 615 0.41% — 711 +7,061 New Q4 2025 Jan 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 6,999 610 0.02% 0.03% 712 -1,264 -15.3% Q4 2025 Feb 02, 2026
Carr Financial Group Corp History No change 7,000 610 0.16% 0.17% 713 0 0.0% Q4 2025 Jan 09, 2026
EP Wealth Advisors, LLC History New 6,974 607 0.0% — 715 +6,974 New Q4 2025 Feb 18, 2026
K2 PRINCIPAL FUND, L.P. History New 6,966 607 0.05% — 714 +6,966 New Q4 2025 Feb 13, 2026
Portside Wealth Group, LLC History Reduced 6,936 604 0.08% 0.09% 716 -610 -8.08% Q4 2025 Jan 21, 2026
Mayflower Financial Advisors, LLC History Added to 6,882 599 0.07% 0.06% 717 +1,758 34.31% Q4 2025 Jan 13, 2026
Midwest Trust Co History Reduced 6,868 598 0.01% 0.01% 718 -177 -2.51% Q4 2025 Feb 04, 2026
Aurelius Family Office LLC History Reduced 6,835 597 0.26% 0.28% 719 -217 -3.08% Q4 2025 Jan 09, 2026
OPAL CAPITAL LLC History New 4,834 592 0.15% — 720 +4,834 New Q4 2025 Feb 17, 2026
Integrated Investment Consultants, LLC History Reduced 6,774 590 0.12% 0.11% 721 -650 -8.76% Q4 2025 Mar 03, 2026
SYNTAX RESEARCH, INC. History Reduced 6,703 584 0.36% 1.51% 722 -19,575 -74.49% Q4 2025 Feb 02, 2026
Dentgroup LLC History Added to 6,685 582 0.4% 0.38% 723 +77 1.17% Q4 2025 Jan 28, 2026
Caldwell Trust Co History Added to 6,627 577 0.05% 0.0% 725 +6,045 1038.66% Q4 2025 Jan 30, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 6,627 577 0.07% 0.12% 724 -2,653 -28.59% Q4 2025 Jan 15, 2026
Biltmore Family Office, LLC History No change 6,593 574 0.08% 0.08% 726 0 0.0% Q4 2025 Feb 04, 2026
Solstein Capital, LLC History Added to 6,563 572 0.23% 0.0% 727 +6,373 3354.21% Q4 2025 Feb 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 6,534 569 0.33% 0.41% 728 -1,533 -19.0% Q4 2025 Feb 17, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 6,465 563 0.17% 0.17% 729 +156 2.47% Q4 2025 Feb 04, 2026
Westfuller Advisors, LLC History Reduced 6,406 558 0.23% 0.27% 730 -228 -3.44% Q4 2025 Jan 21, 2026
Global View Capital Management LLC History Added to 6,400 557 0.1% 0.1% 731 +1,023 19.03% Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History No change 6,323 551 0.13% 0.14% 732 0 0.0% Q4 2025 Jan 27, 2026
LCNB CORP History No change 6,250 544 0.18% 0.2% 733 0 0.0% Q4 2025 Feb 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 6,210 541 0.22% 1.19% 734 -25,765 -80.58% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Reduced 6,201 540 0.01% 0.02% 735 -7,566 -54.96% Q4 2025 Feb 12, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 6,200 540 0.25% — 737 +6,200 New Q4 2025 Feb 17, 2026
AMERICAN ASSET MANAGEMENT INC. History Added to 6,202 540 0.46% 0.44% 736 +679 12.29% Q4 2025 Jan 07, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,182 538 0.02% 0.03% 738 -713 -10.34% Q4 2025 Feb 17, 2026
Sage Advisory Services, Ltd.Co. History Reduced 6,162 537 0.29% 0.41% 739 -2,542 -29.2% Q4 2025 Jan 28, 2026
FIRST INTERSTATE BANK History Reduced 6,152 536 0.03% 0.03% 740 -471 -7.11% Q4 2025 Jan 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 6,100 535 0.0% — 741 +6,100 New Q4 2025 Feb 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,136 534 0.08% 0.1% 742 -63 -1.02% Q4 2025 Jan 22, 2026
BCGM Wealth Management, LLC History Added to 6,097 531 0.14% 0.08% 743 +2,701 79.53% Q4 2025 Jan 07, 2026
North Forty Two & Co. History Reduced 6,067 528 0.5% 0.53% 744 -25 -0.41% Q4 2025 Feb 09, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 6,006 523 0.01% 0.01% 745 +485 8.78% Q4 2025 Feb 18, 2026
NKCFO LLC History No change 6,000 523 0.15% 0.16% 746 0 0.0% Q4 2025 Feb 02, 2026
Avid Wealth Partners LLC History Reduced 5,997 522 0.26% 0.34% 749 -1,616 -21.23% Q4 2025 Feb 13, 2026
Keystone Financial Services History Reduced 5,998 522 0.16% 0.18% 748 -353 -5.56% Q4 2025 Feb 12, 2026
Accretive Wealth Partners, LLC History Reduced 5,998 522 0.15% 0.17% 747 -266 -4.25% Q4 2025 Jan 28, 2026
MY Wealth Management Inc. History Reduced 5,967 520 0.45% 0.52% 750 -669 -10.08% Q4 2025 Feb 10, 2026
Symmetry Partners, LLC History New 5,940 517 0.03% — 751 +5,940 New Q4 2025 Jan 27, 2026
Focus Financial Network, Inc. History Reduced 5,921 516 0.02% 0.03% 752 -2,055 -25.76% Q4 2025 Jan 12, 2026
Keystone Financial Group History Reduced 5,902 514 0.04% 0.05% 753 -1,046 -15.05% Q4 2025 Feb 06, 2026
GK Wealth Management LLC History Added to 5,882 512 0.34% 0.37% 754 +259 4.61% Q4 2025 Jan 05, 2026
Coastwise Capital Group, LLC History Added to 5,814 506 0.25% 0.3% 756 +1,072 22.61% Q4 2025 Feb 12, 2026
Summit Financial Wealth Advisors, LLC History No change 5,808 506 0.07% 0.08% 755 0 0.0% Q4 2025 Jan 27, 2026
SIMON QUICK ADVISORS, LLC History No change 5,794 505 0.02% 0.02% 757 0 0.0% Q4 2025 Jan 29, 2026
Lewis Asset Management, LLC History Reduced 5,773 503 0.2% 0.24% 758 -839 -12.69% Q4 2025 Jan 15, 2026
Meridian Wealth Advisors, LLC History Added to 5,757 501 0.07% 0.06% 759 +668 13.13% Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 5,740 500 0.0% 0.0% 760 -2,872 -33.35% Q4 2025 Feb 13, 2026
Westshore Wealth, LLC History Reduced 5,748 500 0.17% 0.22% 761 -1,598 -21.75% Q4 2025 Feb 25, 2026
Dedeker Financial LLC History New 5,722 498 0.45% — 762 +5,722 New Q4 2025 Mar 31, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 5,644 491 0.04% 0.05% 763 -442 -7.26% Q4 2025 Feb 09, 2026
Advisors Asset Management, Inc. History Reduced 5,633 490 0.01% 0.01% 764 -2,023 -26.42% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 5,628 490 0.02% 0.02% 765 +153 2.79% Q4 2025 Feb 10, 2026
Independent Wealth Network Inc. History Reduced 5,562 484 0.15% 0.16% 766 -21 -0.38% Q4 2025 Jan 26, 2026
Vantage Point Financial LLC History New 5,552 483 0.17% — 767 +5,552 New Q4 2025 Feb 02, 2026
Hyundai Investments Co., Ltd. History New 5,456 479 0.47% — 769 +5,456 New Q4 2025 Feb 17, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 5,502 479 0.28% 0.47% 770 -3,604 -39.58% Q4 2025 Jan 21, 2026
Gilman Hill Asset Management, LLC History Added to 5,500 479 0.08% 0.06% 768 +1,500 37.5% Q4 2025 Jan 12, 2026
Osbon Capital Management LLC History New 5,482 477 0.45% — 771 +5,482 New Q4 2025 Mar 16, 2026
Aprio Wealth Management, LLC History New 5,420 472 0.03% — 772 +5,420 New Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History New 5,413 471 0.0% — 773 +5,413 New Q4 2025 Jan 27, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 5,342 465 0.08% — 774 +5,342 New Q4 2025 Feb 18, 2026
Signal Advisors Wealth, LLC History Reduced 5,322 463 0.04% 0.05% 775 -998 -15.79% Q4 2025 Jan 13, 2026
Dorsey Wright & Associates History Reduced 5,303 462 0.1% 0.12% 776 -507 -8.73% Q4 2025 Feb 20, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 5,295 461 0.03% 0.02% 777 +976 22.6% Q4 2025 Feb 04, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 5,292 461 0.18% 0.13% 778 +338 6.82% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 5,251 457 0.0% 0.0% 779 -520 -9.01% Q4 2025 Feb 13, 2026
Second Half Financial Partners, LLC History Reduced 5,234 456 0.2% 0.29% 780 -2,034 -27.99% Q4 2025 Jan 26, 2026
University of Illinois Foundation History No change 5,161 449 0.15% 0.16% 781 0 0.0% Q4 2025 Feb 13, 2026
Genesee Capital Advisors, LLC History New 5,143 448 0.18% — 782 +5,143 New Q4 2025 Jan 16, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 5,148 448 0.05% 0.08% 783 -1,636 -24.12% Q4 2025 Jan 26, 2026
Concorde Asset Management, LLC History Added to 5,130 447 0.18% 0.19% 784 +17 0.33% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History Reduced 5,095 444 0.07% 0.1% 785 -1,735 -25.4% Q4 2025 Jan 23, 2026
CCG WEALTH MANAGEMENT, LLC History New 5,065 441 0.19% — 786 +5,065 New Q4 2025 Jan 21, 2026
Maia Wealth LLC History Reduced 4,951 441 0.08% 0.1% 788 -1,806 -26.73% Q4 2025 Feb 17, 2026
5T Wealth, LLC History Added to 5,069 441 0.18% 0.18% 789 +430 9.27% Q4 2025 Jan 27, 2026
SAXON INTERESTS, INC. History Reduced 5,071 441 0.15% 0.17% 787 -20 -0.39% Q4 2025 Feb 13, 2026
RIA Advisory Group LLC History Added to 5,042 439 0.11% 0.07% 791 +2,003 65.91% Q4 2025 Feb 02, 2026
Fort Sheridan Advisors LLC History Reduced 5,045 439 0.06% 0.06% 790 -155 -2.98% Q4 2025 Feb 10, 2026
Main Street Financial Solutions, LLC History Reduced 5,010 436 0.03% 0.04% 792 -2,332 -31.76% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 5,154 434 0.01% 0.01% 793 -58 -1.11% Q4 2025 Feb 11, 2026
BETO FINANCIAL GROUP, LLC History New 5,001 432 0.29% — 794 +5,001 New Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 4,953 431 0.03% — 795 +4,953 New Q4 2025 Feb 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 4,940 430 0.03% 0.18% 796 -23,710 -82.76% Q4 2025 Jan 23, 2026
Summit Global Investments History Reduced 4,923 429 0.03% 0.04% 797 -2,373 -32.52% Q4 2025 Feb 18, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 4,876 424 0.02% — 798 +4,876 New Q4 2025 Feb 10, 2026
GWN SECURITIES INC. History Reduced 4,857 423 0.09% 0.12% 799 -1,090 -18.33% Q4 2025 Feb 11, 2026
BOSTON FAMILY OFFICE LLC History New 4,820 420 0.03% — 800 +4,820 New Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History Added to 4,824 420 0.04% 0.03% 801 +1,318 37.59% Q4 2025 Feb 18, 2026
Fragasso Financial Advisors Inc History Reduced 4,815 419 0.03% 0.03% 802 -62 -1.27% Q4 2025 Jan 07, 2026
Ballast Rock Private Wealth LLC History New 4,799 418 0.26% — 803 +4,799 New Q4 2025 Feb 04, 2026
SimpliFi, Inc. History Added to 4,785 417 0.18% 0.14% 804 +1,173 32.48% Q4 2025 Jan 23, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 4,768 415 0.12% 0.13% 805 0 0.0% Q4 2025 Jan 08, 2026
Buck Wealth Strategies, LLC History Reduced 4,733 412 0.05% 0.08% 806 -1,655 -25.91% Q4 2025 Feb 03, 2026
RAM Investment Partners, LLC History Reduced 4,718 411 0.07% 0.08% 807 -98 -2.03% Q4 2025 Feb 12, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 4,700 409 0.13% 0.3% 808 -9,248 -66.3% Q4 2025 Feb 02, 2026
Sloy Dahl & Holst, LLC History Reduced 4,660 406 0.05% 0.05% 809 -590 -11.24% Q4 2025 Feb 04, 2026
Kestra Investment Management, LLC History Added to 4,658 405 0.01% 0.01% 810 +100 2.19% Q4 2025 Feb 09, 2026
Core Wealth Partners LLC History Reduced 4,638 404 0.18% 0.28% 811 -2,248 -32.65% Q4 2025 Feb 17, 2026
Werba Rubin Papier Wealth Management History Added to 4,637 404 0.11% 0.07% 812 +105 2.32% Q4 2025 Jan 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 4,631 403 0.11% 0.16% 813 -1,152 -19.92% Q4 2025 Feb 10, 2026
BINGHAM PRIVATE WEALTH, LLC History New 4,604 401 0.35% — 814 +4,604 New Q4 2025 Jan 23, 2026
Guardian Partners Inc. History Reduced 4,625 400 0.03% 0.08% 815 -6,325 -57.76% Q4 2025 Feb 17, 2026
DARA CAPITAL US, INC. History New 4,590 400 0.35% — 816 +4,590 New Q4 2025 Jan 23, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 4,569 398 0.02% 0.02% 817 -356 -7.23% Q4 2025 Feb 04, 2026
CX Institutional History Added to 4,537 395 0.01% 0.01% 819 +454 11.12% Q4 2025 Feb 02, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 4,532 395 0.0% 0.0% 818 0 0.0% Q4 2025 Feb 02, 2026
VISTA INVESTMENT PARTNERS II, LLC History New 4,519 393 0.17% — 821 +4,519 New Q4 2025 Jan 22, 2026
Cyndeo Wealth Partners, LLC History Added to 4,517 393 0.02% 0.02% 820 +1,027 29.43% Q4 2025 Jan 07, 2026
Running Point Capital Advisors, LLC History Reduced 4,490 391 0.11% 0.11% 822 -1 -0.02% Q4 2025 Feb 17, 2026
Caitlin John, LLC History Added to 4,475 390 0.26% 0.15% 823 +2,009 81.47% Q4 2025 Feb 18, 2026
Balefire, LLC History Reduced 4,464 389 0.08% 0.08% 824 -253 -5.36% Q4 2025 Jan 12, 2026
THEORY FINANCIAL LLC History New 4,374 386 0.13% — 825 +4,374 New Q4 2025 Feb 10, 2026
Estate Counselors, LLC History Reduced 4,425 385 0.03% 0.05% 827 -2,015 -31.29% Q4 2025 Feb 02, 2026
Annex Advisory Services, LLC History Reduced 4,424 385 0.01% 0.01% 826 -653 -12.86% Q4 2025 Jan 26, 2026
Rothschild Capital Partners, LLC History Added to 4,417 384 0.09% 0.07% 828 +1,124 34.13% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 4,413 384 0.01% 0.01% 829 -297 -6.31% Q4 2025 Feb 06, 2026
Capital Advisors Wealth Management, LLC History Reduced 4,405 383 0.05% 0.08% 830 -2,227 -33.58% Q4 2025 Jan 21, 2026
Embree Financial Group History Added to 4,401 383 0.05% 0.04% 831 +1,140 34.96% Q4 2025 Jan 14, 2026
Coordinated Financial Services, Inc. History Added to 4,397 383 0.22% 0.21% 832 +802 22.31% Q4 2025 Feb 09, 2026
Visionary Wealth Advisors History Reduced 4,389 382 0.02% 0.02% 834 -572 -11.53% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 4,385 382 0.03% 0.02% 833 +412 10.37% Q4 2025 Feb 17, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 4,372 381 0.43% 0.43% 835 0 0.0% Q4 2025 Feb 04, 2026
Davies Financial Advisors, Inc. History Reduced 4,354 379 0.7% 1.18% 836 -11,892 -73.2% Q4 2025 Jan 27, 2026
Parallel Advisors, LLC History Added to 4,288 373 0.01% 0.0% 837 +3,245 311.12% Q4 2025 Feb 11, 2026
Lifeworks Advisors, LLC History Reduced 4,254 370 0.05% 0.07% 838 -1,814 -29.89% Q4 2025 Feb 13, 2026
EHRLICH FINANCIAL GROUP History Reduced 4,233 368 0.21% 0.64% 839 -7,890 -65.08% Q4 2025 Jan 06, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 4,191 365 0.04% 0.04% 840 +486 13.12% Q4 2025 Feb 18, 2026
Western Wealth Management, LLC History Added to 4,180 364 0.02% 0.01% 841 +1,354 47.91% Q4 2025 Feb 05, 2026
Valmark Advisers, Inc. History Added to 4,159 362 0.0% 0.0% 842 +653 18.63% Q4 2025 Jan 26, 2026
Balboa Wealth Partners History Added to 4,086 356 0.06% 0.05% 844 +534 15.03% Q4 2025 Jan 16, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 4,090 356 0.16% 0.19% 843 -212 -4.93% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 4,051 353 0.0% 0.01% 845 -32,634 -88.96% Q4 2025 Jan 15, 2026
Axim Planning & Wealth History Added to 4,058 353 0.37% 0.25% 846 +495 13.89% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 4,007 349 0.0% 0.0% 847 +469 13.26% Q4 2025 Jan 13, 2026
X-Square Capital, LLC History No change 4,000 349 0.11% 0.11% 848 0 0.0% Q4 2025 Feb 11, 2026
Douglass Winthrop Advisors, LLC History Added to 4,000 348 0.01% 0.0% 849 +1,500 60.0% Q4 2025 Feb 12, 2026
Great Hill Capital LLC History Added to 4,000 348 0.03% 0.05% 850 +152 3.95% Q4 2025 Jan 26, 2026
Wilkins Miller Wealth Management, LLC History Reduced 3,983 347 0.21% 0.29% 851 -1,184 -22.91% Q4 2025 Jan 21, 2026
Briaud Financial Planning, Inc History Reduced 3,977 346 0.09% 0.21% 852 -3,336 -45.62% Q4 2025 Jan 28, 2026
Cypress Wealth Services, LLC History Added to 3,955 344 0.05% 0.05% 853 +793 25.08% Q4 2025 Jan 14, 2026
Capital Investment Advisors, LLC History Added to 3,926 342 0.01% 0.01% 854 +68 1.76% Q4 2025 Jan 13, 2026
TSA Wealth Managment LLC History Added to 3,921 341 0.11% 0.09% 855 +1,055 36.81% Q4 2025 Jan 22, 2026
D.B. Root & Company, LLC History Reduced 3,877 337 0.08% 0.16% 856 -3,000 -43.62% Q4 2025 Feb 03, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,829 333 0.0% 0.01% 857 -1,863 -32.73% Q4 2025 Feb 11, 2026
Sequent Planning LLC History Added to 3,832 333 0.08% 0.08% 858 +731 23.57% Q4 2025 Feb 05, 2026
Weaver Consulting Group History No change 3,811 332 0.08% 0.09% 859 0 0.0% Q4 2025 Feb 10, 2026
Fort Point Capital Partners LLC History Reduced 3,757 331 0.04% 0.06% 861 -2,020 -34.97% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 3,799 331 0.0% 0.01% 860 -329 -7.97% Q4 2025 Feb 13, 2026
Ranch Capital Advisors Inc. History Added to 3,805 331 0.12% 0.13% 863 +41 1.09% Q4 2025 Feb 05, 2026
Chicago Capital, LLC History No change 3,800 331 0.01% 0.01% 862 0 0.0% Q4 2025 Jan 26, 2026
JUNCTURE WEALTH STRATEGIES, LLC History New 3,767 328 0.11% — 864 +3,767 New Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Added to 3,775 328 0.02% 0.02% 865 +138 3.79% Q4 2025 Feb 05, 2026
Avior Wealth Management, LLC History Added to 3,762 327 0.01% 0.01% 867 +994 35.91% Q4 2025 Jan 06, 2026
Berger Financial Group, Inc History Reduced 3,753 327 0.02% 0.02% 868 -926 -19.79% Q4 2025 Jan 27, 2026
Friedenthal Financial History Added to 3,756 327 0.17% 0.17% 866 +140 3.87% Q4 2025 Jan 27, 2026
Lansing Street Advisors History Added to 3,731 325 0.08% 0.09% 869 +6 0.16% Q4 2025 Jan 26, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 3,633 316 0.09% 0.1% 870 +1 0.03% Q4 2025 Jan 23, 2026
Sunpointe, LLC History Reduced 3,591 312 0.1% 0.12% 871 -8 -0.22% Q4 2025 Jan 23, 2026
Stonebridge Financial Group, LLC History Reduced 3,579 311 0.03% 0.04% 872 -1,052 -22.72% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History Added to 3,561 310 0.03% 0.02% 873 +70 2.01% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 3,532 307 0.0% 0.0% 874 -17 -0.48% Q4 2025 Feb 03, 2026
Proficio Capital Partners LLC History New 3,519 306 0.02% — 875 +3,519 New Q4 2025 Feb 12, 2026
Invenomic Capital Management LP History New 3,500 305 0.01% — 877 +3,500 New Q4 2025 Feb 17, 2026
Cannell & Spears LLC History No change 3,510 305 0.01% 0.01% 876 0 0.0% Q4 2025 Feb 17, 2026
Zhang Financial LLC History New 3,483 303 0.01% — 879 +3,483 New Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Added to 3,481 303 0.02% 0.02% 878 +572 19.66% Q4 2025 Jan 07, 2026
Investment Planning Advisors, Inc. History Added to 3,485 303 0.09% 0.09% 880 +151 4.53% Q4 2025 Jan 20, 2026
MONECO ADVISORS, LLC History Reduced 3,462 301 0.02% 0.04% 881 -1,833 -34.62% Q4 2025 Feb 04, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 3,456 301 0.11% 0.09% 882 +916 36.06% Q4 2025 Jan 08, 2026
ARWA LLC History New 3,448 300 0.18% — 883 +3,448 New Q4 2025 Feb 27, 2026
CALTON & ASSOCIATES, INC. History New 3,427 298 0.04% — 884 +3,427 New Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 3,425 298 0.03% — 885 +3,425 New Q4 2025 Apr 01, 2026
AlphaCore Capital LLC History Added to 3,398 296 0.01% 0.0% 886 +3,365 10196.97% Q4 2025 Feb 05, 2026
Integrated Wealth Management History New 3,367 293 0.33% — 887 +3,367 New Q4 2025 Mar 03, 2026
Navis Wealth Advisors, LLC History No change 3,346 291 0.12% 0.22% 888 0 0.0% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Reduced 3,325 289 0.02% 0.03% 889 -2,115 -38.88% Q4 2025 Jan 22, 2026
Golden State Wealth Management, LLC History Added to 3,306 288 0.03% 0.03% 891 +292 9.69% Q4 2025 Feb 13, 2026
Cox Capital Mgt LLC History Added to 3,282 288 0.18% 0.18% 890 +160 5.12% Q4 2025 Jan 14, 2026
Swan Global Investments, LLC History Added to 3,300 287 0.01% 0.01% 892 +900 37.5% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 3,283 286 0.0% 0.0% 893 -118 -3.47% Q4 2025 Feb 17, 2026
A4 Wealth Advisors LLC History New 3,226 281 0.24% — 894 +3,226 New Q4 2025 Feb 13, 2026
Acorn Wealth Advisors, LLC History Added to 3,213 280 0.08% 0.09% 895 +147 4.79% Q4 2025 Feb 10, 2026
Morling Financial Advisors, LLC History Added to 3,194 278 0.09% 0.06% 897 +1,147 56.03% Q4 2025 Feb 06, 2026
Cedar Wealth Management, LLC History No change 3,195 278 0.08% 0.09% 896 0 0.0% Q4 2025 Feb 06, 2026
Navigation Wealth Management, Inc. History Added to 3,189 277 0.41% 0.36% 898 +479 17.68% Q4 2025 Jan 29, 2026
Tandem Financial, LLC History Added to 3,139 274 0.33% 0.08% 901 +710 29.23% Q4 2025 Feb 10, 2026
Gateway Wealth Partners, LLC History Added to 3,150 274 0.03% 0.03% 900 +305 10.72% Q4 2025 Feb 11, 2026
Cadent Capital Advisors, LLC History Reduced 3,149 274 0.07% 0.08% 899 -207 -6.17% Q4 2025 Jan 13, 2026
Fonville Wealth Management LLC History Added to 3,132 273 0.06% 0.06% 902 +9 0.29% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Reduced 3,106 270 0.02% 0.02% 903 -100 -3.12% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Added to 3,086 269 0.04% 0.03% 906 +518 20.17% Q4 2025 Jan 21, 2026
Banque Cantonale Vaudoise History Reduced 3,093 269 0.01% 0.01% 905 -112 -3.49% Q4 2025 Feb 06, 2026
Prostatis Group LLC History Reduced 3,094 269 0.06% 0.07% 904 -4 -0.13% Q4 2025 Feb 17, 2026
Mascagni Wealth Management, Inc. History Added to 3,080 268 0.2% 0.21% 907 +32 1.05% Q4 2025 Feb 11, 2026
Cloud Capital Management, LLC History Added to 3,054 266 0.13% 0.14% 908 +9 0.3% Q4 2025 Feb 12, 2026
Entelevest, LLC History New 3,043 265 0.27% — 910 +3,043 New Q4 2025 Feb 11, 2026
Intellectus Partners, LLC History Added to 3,051 265 0.05% 0.05% 909 +7 0.23% Q4 2025 Feb 10, 2026
CENTRAL TRUST Co History No change 3,032 264 0.01% 0.01% 911 0 0.0% Q4 2025 Feb 02, 2026
Synergy Asset Management, LLC History New 3,008 262 0.03% — 912 +3,008 New Q4 2025 Jan 13, 2026
SkyOak Wealth, LLC History No change 3,000 261 0.05% 0.05% 913 0 0.0% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History Added to 2,971 258 0.01% 0.01% 914 +610 25.84% Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History New 2,955 257 0.2% — 916 +2,955 New Q4 2025 Jan 12, 2026
Compass Ion Advisors, LLC History No change 2,950 257 0.02% 0.03% 915 0 0.0% Q4 2025 Jan 29, 2026
Vanguard Capital Wealth Advisors History Reduced 2,910 253 0.2% 0.28% 917 -976 -25.12% Q4 2025 Jan 16, 2026
RCS Financial Planning, LLC History New 2,895 252 0.11% — 919 +2,895 New Q4 2025 Jan 15, 2026
Foster Victor Wealth Advisors, LLC History New 2,880 252 0.01% — 918 +2,880 New Q4 2025 Jan 26, 2026
SGL Investment Advisors, Inc. History Added to 2,870 251 0.1% 0.09% 920 +489 20.54% Q4 2025 Feb 06, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Added to 460,500 250 0.07% 0.1% 921 +800 0.17% Q4 2025 Feb 03, 2026
Oxbow Advisors, LLC History No change 2,860 249 0.02% 0.02% 922 0 0.0% Q4 2025 Feb 04, 2026
Busey Bank History Reduced 2,853 248 0.01% 0.01% 923 -71 -2.43% Q4 2025 Jan 27, 2026
Hudock, Inc. History Added to 2,855 248 0.04% 0.04% 924 +35 1.24% Q4 2025 Feb 12, 2026
Portfolio Resources Advisor Group, Inc. History New 2,836 247 0.25% — 926 +2,836 New Q4 2025 Feb 13, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 2,834 247 0.08% 0.11% 925 -633 -18.26% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Added to 2,815 245 0.03% 0.04% 928 +96 3.53% Q4 2025 Jan 06, 2026
WHITTIER TRUST CO History Added to 2,809 245 0.0% 0.0% 927 +77 2.82% Q4 2025 Jan 26, 2026
NWF Advisory Services Inc. History New 2,787 242 0.03% — 930 +2,787 New Q4 2025 Mar 03, 2026
Main Street Group, LTD History Added to 2,787 242 0.08% 0.07% 929 +200 7.73% Q4 2025 Jan 26, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 2,737 238 0.04% 0.05% 931 -159 -5.49% Q4 2025 Feb 11, 2026
HCR Wealth Advisors History Reduced 2,709 236 0.02% 0.04% 933 -1,895 -41.16% Q4 2025 Jan 27, 2026
Clear Harbor Asset Management, LLC History Reduced 2,716 236 0.02% 0.02% 932 -538 -16.53% Q4 2025 Feb 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History New 2,700 235 0.11% — 935 +2,700 New Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 2,698 235 0.02% 0.03% 934 -269 -9.07% Q4 2025 Feb 13, 2026
Element Wealth, LLC History Added to 2,678 233 0.1% 0.1% 937 +175 6.99% Q4 2025 Feb 13, 2026
Rice Partnership, LLC History Added to 2,675 233 0.03% 0.03% 936 +55 2.1% Q4 2025 Feb 10, 2026
VISIONARY HORIZONS, LLC History No change 2,679 233 0.12% 0.13% 938 0 0.0% Q4 2025 Jan 23, 2026
BAM Wealth Management, LLC History Reduced 2,665 232 0.17% 0.22% 939 -569 -17.59% Q4 2025 Jan 20, 2026
Sankala Group LLC History New 2,552 231 0.18% — 941 +2,552 New Q4 2025 Mar 02, 2026
RMG Wealth Management LLC History New 1,142 231 0.03% — 940 +1,142 New Q4 2025 Jan 29, 2026
DecisionMap Wealth Management, LLC History Reduced 2,646 230 0.14% 0.69% 944 -9,344 -77.93% Q4 2025 Jan 07, 2026
CPC Advisors, LLC History Added to 2,649 230 0.02% 0.02% 943 +58 2.24% Q4 2025 Jan 28, 2026
RDA Financial Network History No change 2,646 230 0.06% 0.06% 942 0 0.0% Q4 2025 Jan 06, 2026
Kingdom Financial Group LLC. History New 2,622 228 0.07% — 945 +2,622 New Q4 2025 Feb 06, 2026
Winter & Associates, Inc. History New 2,622 228 0.21% — 946 +2,622 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2,605 227 0.18% — 948 +2,605 New Q4 2025 Feb 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,608 227 0.07% 0.08% 947 0 0.0% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History New 2,603 226 0.05% — 950 +2,603 New Q4 2025 Feb 12, 2026
Canandaigua National Trust Co of Florida History No change 2,600 226 0.14% 0.18% 949 0 0.0% Q4 2025 Jan 30, 2026
WMG Financial Advisors, LLC History Reduced 2,574 224 0.09% 0.12% 953 -1,511 -36.99% Q4 2025 Jan 28, 2026
Pinnacle Bancorp, Inc. History Reduced 2,574 224 0.07% 0.09% 951 -991 -27.8% Q4 2025 Jan 22, 2026
SpringVest Wealth Management LLC History Reduced 2,580 224 0.16% 0.19% 954 -320 -11.03% Q4 2025 Jan 23, 2026
Walkner Condon Financial Advisors LLC History No change 2,577 224 0.03% 0.04% 952 0 0.0% Q4 2025 Jan 21, 2026
PHILADELPHIA TRUST CO History New 2,559 223 0.02% — 955 +2,559 New Q4 2025 Feb 12, 2026
QP WEALTH MANAGEMENT, LLC History New 2,557 222 0.2% — 958 +2,557 New Q4 2025 Jan 07, 2026
XML Financial, LLC History New 2,556 222 0.02% — 957 +2,556 New Q4 2025 Feb 11, 2026
Rathbones Group PLC History Reduced 2,550 222 0.0% 0.0% 956 -1,170 -31.45% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 2,545 221 0.0% 0.0% 959 -918 -26.51% Q4 2025 Feb 12, 2026
Morton Capital Management LLC/CA History New 2,535 220 0.03% — 960 +2,535 New Q4 2025 Feb 03, 2026
Fortis Advisors, LLC History New 2,511 218 0.12% — 961 +2,511 New Q4 2025 Feb 10, 2026
DEARBORN PARTNERS LLC History No change 2,500 217 0.01% 0.01% 962 0 0.0% Q4 2025 Feb 11, 2026
Marshall Financial Group, LLC History Added to 2,489 216 0.04% 0.04% 965 +228 10.08% Q4 2025 Jan 09, 2026
Jaffetilchin Investment Partners, LLC History Added to 2,485 216 0.01% 0.01% 963 +35 1.43% Q4 2025 Jan 15, 2026
Centric Wealth Management History Reduced 2,500 216 0.05% 0.05% 964 -8 -0.32% Q4 2025 Feb 04, 2026
Johnson Bixby & Associates, LLC History No change 2,484 216 0.03% 0.03% 966 0 0.0% Q4 2025 Jan 14, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 2,475 215 0.08% 0.09% 967 -50 -1.98% Q4 2025 Feb 13, 2026
T3 Companies, LLC History New 2,450 213 0.26% — 968 +2,450 New Q4 2025 Feb 11, 2026
Venturi Wealth Management, LLC History Reduced 2,440 212 0.01% 0.01% 969 -106 -4.16% Q4 2025 Jan 22, 2026
iA Global Asset Management Inc. History Added to 2,433 212 0.0% 0.0% 970 +36 1.5% Q4 2025 Feb 05, 2026
DAVIDSON TRUST CO History New 2,430 211 0.09% — 971 +2,430 New Q4 2025 Jan 27, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 2,399 209 0.0% 0.04% 973 -30,543 -92.72% Q4 2025 Jan 05, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 2,400 209 0.0% 0.0% 972 -70 -2.83% Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 2,365 206 0.01% 0.01% 974 +85 3.73% Q4 2025 Feb 17, 2026
Larry Mathis Financial Planning, LLC History New 2,363 205 0.18% — 975 +2,363 New Q4 2025 Mar 11, 2026
Austin Private Wealth, LLC History Reduced 2,336 203 0.02% 0.04% 976 -3,352 -58.93% Q4 2025 Jan 20, 2026
Polaris Investment Advisors, LLC History New 2,319 202 0.15% — 978 +2,319 New Q4 2025 Jan 15, 2026
Frontier Asset Management, LLC History Reduced 2,327 202 0.05% 0.05% 977 -130 -5.29% Q4 2025 Feb 04, 2026
Carroll Advisory Group, LLC History New 2,314 201 0.09% — 982 +2,314 New Q4 2025 Feb 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 2,314 201 0.0% 0.0% 979 +42 1.85% Q4 2025 Feb 06, 2026
Sovereign Financial Group, Inc. History Added to 2,315 201 0.03% 0.04% 981 +25 1.09% Q4 2025 Jan 07, 2026
TruWealth Advisors, LLC History Reduced 2,311 201 0.01% 0.01% 980 -21 -0.9% Q4 2025 Jan 07, 2026
Quest 10 Wealth Builders, Inc. History Added to 2,298 200 0.18% 0.15% 983 +416 22.1% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History New 2,273 198 0.01% — 984 +2,273 New Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History Reduced 2,186 190 0.14% 0.16% 985 -284 -11.5% Q4 2025 Feb 10, 2026
Pflug Koory, LLC History No change 2,109 183 0.09% 0.09% 986 0 0.0% Q4 2025 Jan 20, 2026
Community Bank, N.A. History New 2,060 179 0.02% — 987 +2,060 New Q4 2025 Feb 04, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 2,058 179 0.04% 0.09% 988 -1,956 -48.73% Q4 2025 Feb 27, 2026
Wallace Hart LLC History New 2,039 177 0.13% — 989 +2,039 New Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 2,026 176 0.1% 0.11% 990 +30 1.5% Q4 2025 Feb 17, 2026
Pingora Partners LLC History Reduced 2,000 174 0.11% 0.12% 991 -100 -4.76% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 1,967 171 0.0% 0.0% 992 +63 3.31% Q4 2025 Jan 16, 2026
Robbins Farley History Reduced 1,825 159 0.07% 0.89% 994 -22,087 -92.37% Q4 2025 Jan 23, 2026
Ransom Advisory, Ltd History New 1,825 159 0.06% — 995 +1,825 New Q4 2025 Jan 06, 2026
Sound Income Strategies, LLC History Added to 1,822 159 0.01% 0.0% 993 +1,433 368.38% Q4 2025 Jan 21, 2026
BALLAST ADVISORS LLC History Reduced 1,767 154 0.04% 0.05% 996 -389 -18.04% Q4 2025 Feb 03, 2026
Gen-Wealth Partners Inc History Added to 1,774 154 0.05% 0.05% 998 +157 9.71% Q4 2025 Feb 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,772 154 0.05% 0.06% 997 0 0.0% Q4 2025 Jan 20, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1,619 141 0.01% 0.02% 999 -2,914 -64.28% Q4 2025 Jan 14, 2026
Capital Investment Advisory Services, LLC History Reduced 1,606 139 0.01% 0.01% 1000 -122 -7.06% Q4 2025 Jan 21, 2026
Union Bancaire Privee, UBP SA History No change 2,000 138 0.0% 0.0% 1001 0 0.0% Q4 2025 Jan 05, 2026
NBC SECURITIES, INC. History Added to 1,470 128 0.01% 0.01% 1002 +157 11.96% Q4 2025 Jan 29, 2026
Purpose Unlimited Inc. History New 1,450 126 0.01% — 1003 +1,450 New Q4 2025 Mar 20, 2026
Capital Analysts, LLC History Added to 1,340 117 0.0% 0.0% 1005 +1,108 477.59% Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Reduced 1,350 117 0.01% 0.01% 1004 -4 -0.3% Q4 2025 Jan 20, 2026
Wells Financial Advisors INC History No change 1,352 117 0.22% 0.16% 1006 0 0.0% Q4 2025 Feb 02, 2026
Copia Wealth Management History Reduced 1,268 110 0.08% 0.08% 1007 -17 -1.32% Q4 2025 Feb 06, 2026
Fairscale Capital, LLC History No change 1,220 106 0.07% 0.07% 1008 0 0.0% Q4 2025 Feb 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 1,200 104 0.03% 0.01% 1009 +575 92.0% Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 1,108 96 0.05% — 1012 +1,108 New Q4 2025 Feb 18, 2026
Marathon Trading Investment Management LLC History Reduced 1,112 96 0.0% 0.01% 1010 -1,070 -49.04% Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History Reduced 1,111 96 0.04% 0.05% 1011 -313 -21.98% Q4 2025 Feb 04, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1,100 95 0.01% 0.34% 1013 -65,605 -98.35% Q4 2025 Feb 10, 2026
CURIO WEALTH, LLC History New 1,043 91 0.03% — 1015 +1,043 New Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Reduced 1,047 91 0.0% 0.0% 1014 -100 -8.72% Q4 2025 Feb 17, 2026
Finley Financial, LLC History No change 1,040 90 0.04% 0.04% 1016 0 0.0% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,027 89 0.01% 0.01% 1018 -109 -9.6% Q4 2025 Jan 08, 2026
Harvest Fund Management Co., Ltd History Added to 1,020 89 0.0% 0.0% 1017 +98 10.63% Q4 2025 Feb 11, 2026
MACQUARIE GROUP LTD History No change 1,000 87 0.0% 0.0% 1019 0 0.0% Q4 2025 Feb 13, 2026
Brentview Investment Management LLC History No change 1,000 87 0.04% 0.04% 1020 0 0.0% Q4 2025 Feb 10, 2026
Q Fund Management (Hong Kong) Ltd History No change 1,000 87 0.08% 0.06% 1021 0 0.0% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History No change 993 86 0.01% 0.01% 1022 0 0.0% Q4 2025 Feb 13, 2026
Networth Advisors, LLC History New 932 81 0.06% — 1024 +932 New Q4 2025 Jan 22, 2026
Larson Financial Group LLC History Reduced 940 81 0.0% 0.0% 1023 -400 -29.85% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 928 80 0.0% 0.0% 1025 0 0.0% Q4 2025 Jan 26, 2026
Concord Wealth Partners History New 888 77 0.01% — 1026 +888 New Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Added to 878 76 0.02% 0.02% 1027 +61 7.47% Q4 2025 Feb 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 825 71 0.0% — 1028 +825 New Q4 2025 Feb 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History New 814 70 0.02% — 1029 +814 New Q4 2025 Feb 04, 2026
BAYBAN History New 804 70 0.06% — 1031 +804 New Q4 2025 Mar 05, 2026
Financial Network Wealth Advisors LLC History Added to 813 70 0.07% 0.08% 1030 +1 0.12% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 801 69 0.0% 0.0% 1033 +49 6.52% Q4 2025 Jan 20, 2026
EQUITEC PROPRIETARY MARKETS, LLC History No change 800 69 0.04% 0.02% 1032 0 0.0% Q4 2025 Feb 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 786 68 0.06% 0.01% 1035 +667 560.5% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History Added to 783 68 0.0% 0.0% 1034 +3 0.38% Q4 2025 Feb 18, 2026
BESSEMER GROUP INC History Added to 760 66 0.0% 0.0% 1036 +36 4.97% Q4 2025 Feb 05, 2026
KERR FINANCIAL PLANNING Corp History Added to 747 65 0.09% 0.05% 1037 +360 93.02% Q4 2025 Feb 10, 2026
Wealth Watch Advisors, INC History Reduced 741 64 0.02% 0.03% 1038 -4 -0.54% Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History Added to 625 54 0.02% 0.02% 1039 +10 1.63% Q4 2025 Jan 22, 2026
Luminist Capital LLC History Reduced 614 53 0.07% 0.31% 1040 -3,471 -84.97% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 604 52 0.0% — 1042 +604 New Q4 2025 Jan 21, 2026
Hartford Financial Management Inc. History No change 608 52 0.01% 0.01% 1041 0 0.0% Q4 2025 Jan 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 593 51 0.0% 0.0% 1043 0 0.0% Q4 2025 Jan 07, 2026
MASECO LLP History New 580 50 0.0% — 1044 +580 New Q4 2025 Jan 22, 2026
SouthState Bank Corp History No change 544 47 0.0% 0.0% 1045 0 0.0% Q4 2025 Feb 11, 2026
Winthrop Capital Management, LLC History Added to 524 46 0.01% 0.01% 1046 +10 1.95% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History No change 519 45 0.03% 0.03% 1047 0 0.0% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 507 44 0.02% — 1050 +507 New Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History Added to 506 44 0.01% — 1048 +504 25200.0% Q4 2025 Jan 22, 2026
Tidemark, LLC History Reduced 514 44 0.01% 0.01% 1049 -4 -0.77% Q4 2025 Feb 10, 2026
Canton Hathaway, LLC History Added to 489 42 0.01% 0.01% 1051 +53 12.16% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History No change 465 40 0.01% 0.01% 1052 0 0.0% Q4 2025 Feb 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 450 39 0.01% 0.01% 1053 0 0.0% Q4 2025 Jan 15, 2026
Estate Planners Group, LLC History New 440 38 0.02% — 1056 +440 New Q4 2025 Apr 07, 2026
Clean Yield Group History No change 440 38 0.01% 0.01% 1054 0 0.0% Q4 2025 Jan 26, 2026
Cherry Tree Wealth Management, LLC History No change 445 38 0.01% 0.01% 1055 0 0.0% Q4 2025 Feb 10, 2026
VAN ECK ASSOCIATES CORP History Added to 429 37 0.0% 0.0% 1057 +35 8.88% Q4 2025 Feb 13, 2026
Pacifica Partners Inc. History Added to 436 37 0.02% 0.01% 1058 +1 0.23% Q4 2025 Jan 09, 2026
BOK Financial Private Wealth, Inc. History New 420 36 0.0% — 1059 +420 New Q4 2025 Feb 06, 2026
ALBION FINANCIAL GROUP /UT History New 409 35 0.0% — 1060 +409 New Q4 2025 Jan 21, 2026
TSFG, LLC History Reduced 385 34 0.01% 0.01% 1062 -247 -39.08% Q4 2025 Feb 04, 2026
Anfield Capital Management, LLC History No change 395 34 0.01% 0.01% 1061 0 0.0% Q4 2025 Feb 03, 2026
Stone House Investment Management, LLC History Added to 385 33 0.01% 0.0% 1064 +352 1066.67% Q4 2025 Jan 21, 2026
TRUST CO OF VERMONT History Added to 381 33 0.0% 0.0% 1063 +181 90.5% Q4 2025 Jan 16, 2026
BOKF, NA History Reduced 365 31 0.0% 0.01% 1065 -7,439 -95.32% Q4 2025 Feb 03, 2026
ORG Wealth Partners, LLC History No change 357 31 0.01% 0.01% 1066 0 0.0% Q4 2025 Jan 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 352 30 0.02% — 1067 +352 New Q4 2025 Mar 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 336 29 0.0% 0.0% 1068 -363 -51.93% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History Reduced 334 29 0.0% 0.01% 1069 -109 -24.6% Q4 2025 Feb 02, 2026
Vermillion & White Wealth Management Group, LLC History No change 335 29 0.02% 0.02% 1070 0 0.0% Q4 2025 Feb 18, 2026
EASTERN BANK History Added to 329 28 0.0% 0.0% 1071 +112 51.61% Q4 2025 Jan 14, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 317 27 0.0% 0.0% 1072 -32 -9.17% Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 314 27 0.0% 0.0% 1073 -2 -0.63% Q4 2025 Jan 28, 2026
Greykasell Wealth Strategies, Inc. History Added to 306 26 0.01% 0.01% 1074 +5 1.66% Q4 2025 Feb 11, 2026
Park Edge Advisors, LLC History New 34,900 25 0.01% — 1076 +34,900 New Q4 2025 Jan 16, 2026
Smartleaf Asset Management LLC History Reduced 294 25 0.0% 0.0% 1077 -75 -20.33% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History Reduced 290 25 0.01% 0.01% 1075 -15 -4.92% Q4 2025 Jan 23, 2026
BARRETT & COMPANY, INC. History No change 286 24 0.01% 0.01% 1078 0 0.0% Q4 2025 Jan 28, 2026
Founders Financial Alliance, LLC History Reduced 270 23 0.0% 0.01% 1079 -473 -63.66% Q4 2025 Feb 12, 2026
MidFirst Bank History New 259 22 0.0% — 1080 +259 New Q4 2025 Feb 25, 2026
OPTIMA CAPITAL LLC History Reduced 248 21 0.01% 0.24% 1082 -5,303 -95.53% Q4 2025 Jan 23, 2026
Winch Advisory Services, LLC History Added to 244 21 0.0% 0.0% 1081 +3 1.24% Q4 2025 Feb 03, 2026
VALLEY WEALTH MANAGERS, INC. History New 240 20 0.0% — 1083 +240 New Q4 2025 Feb 04, 2026
Hilton Head Capital Partners, LLC History New 237 20 0.01% — 1084 +237 New Q4 2025 Feb 11, 2026
Coastline Trust Co History Reduced 207 18 0.0% 0.0% 1085 -143 -40.86% Q4 2025 Jan 05, 2026
Physician Wealth Advisors, Inc. History Added to 214 18 0.0% 0.0% 1088 +5 2.39% Q4 2025 Jan 29, 2026
West Branch Capital LLC History Added to 209 18 0.0% 0.0% 1087 +3 1.46% Q4 2025 Jan 16, 2026
Investors Research Corp History No change 217 18 0.0% 0.0% 1086 0 0.0% Q4 2025 Jan 06, 2026
Financial Perspectives, Inc History New 202 17 0.0% — 1090 +202 New Q4 2025 Jan 28, 2026
Peachtree Investment Partners, LLC History New 200 17 0.01% — 1089 +200 New Q4 2025 Feb 11, 2026
Safe Harbor Fiduciary, LLC History New 198 17 0.02% — 1091 +198 New Q4 2025 Feb 17, 2026
RHL GROUP, LLC History New 185 16 0.01% — 1092 +185 New Q4 2025 Feb 09, 2026
Daytona Street Capital LLC History New 175 15 0.01% — 1094 +175 New Q4 2025 Jan 21, 2026
Dogwood Wealth Management LLC History Added to 181 15 0.01% 0.0% 1093 +100 123.46% Q4 2025 Feb 04, 2026
Park Place Capital Corp History Reduced 170 14 0.0% 0.01% 1099 -353 -67.5% Q4 2025 Jan 09, 2026
Key FInancial Inc History Added to 168 14 0.0% 0.0% 1097 +128 320.0% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Added to 164 14 0.01% 0.01% 1096 +1 0.61% Q4 2025 Feb 17, 2026
SUMMER ROAD LLC History No change 170 14 0.01% 0.01% 1095 0 0.0% Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History No change 171 14 0.01% 0.01% 1098 0 0.0% Q4 2025 Jan 21, 2026
Frazier Financial Advisors, LLC History No change 153 13 0.01% 0.01% 1100 0 0.0% Q4 2025 Feb 09, 2026
EPG Wealth Management LLC History Reduced 142 12 0.0% 0.0% 1102 -18 -11.25% Q4 2025 Jan 28, 2026
Tradewinds Capital Management, LLC History No change 140 12 0.0% 0.0% 1101 0 0.0% Q4 2025 Jan 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 132 11 0.0% 0.01% 1103 -253 -65.71% Q4 2025 Feb 02, 2026
WealthCollab, LLC History New 128 11 0.0% — 1105 +128 New Q4 2025 Jan 27, 2026
Cape Investment Advisory, Inc. History No change 136 11 0.0% 0.01% 1104 0 0.0% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 122 10 0.0% 0.0% 1107 +67 121.82% Q4 2025 Feb 17, 2026
CKW FINANCIAL GROUP History No change 116 10 0.0% 0.0% 1106 0 0.0% Q4 2025 Jan 26, 2026
Lummis Asset Management, LP History New 110 9 0.01% — 1109 +110 New Q4 2025 Feb 10, 2026
Atlantic Union Bankshares Corp History Added to 114 9 0.0% 0.0% 1108 +50 78.13% Q4 2025 Feb 04, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 102 8 0.01% 0.07% 1113 -1,181 -92.05% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 100 8 0.0% — 1110 +100 New Q4 2025 Mar 04, 2026
Clayton Financial Group LLC History New 100 8 0.0% — 1112 +100 New Q4 2025 Jan 21, 2026
Birchwood Financial Partners, Inc. History New 96 8 0.01% — 1114 +96 New Q4 2025 Feb 19, 2026
Rosenberg Matthew Hamilton History No change 99 8 0.0% 0.0% 1111 0 0.0% Q4 2025 Jan 05, 2026
MARATHON ASSET MANAGEMENT LP History Reduced 3,000 7 0.01% 0.2% 1116 -24,000 -88.89% Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Reduced 91 7 0.0% 0.01% 1121 -153 -62.7% Q4 2025 Feb 18, 2026
Private Wealth Asset Management, LLC History New 87 7 0.0% — 1117 +87 New Q4 2025 Feb 10, 2026
Sachetta, LLC History New 85 7 0.0% — 1120 +85 New Q4 2025 Feb 02, 2026
PayPay Securities Corp History Added to 81 7 0.21% 0.22% 1119 +13 19.12% Q4 2025 Jan 26, 2026
Atlantic Private Wealth, LLC History Added to 86 7 0.0% 0.0% 1118 +1 1.18% Q4 2025 Feb 11, 2026
TOMPKINS FINANCIAL CORP History No change 85 7 0.0% 0.0% 1115 0 0.0% Q4 2025 Jan 08, 2026
Fortitude Family Office, LLC History Reduced 79 6 0.0% 0.0% 1126 -118 -59.9% Q4 2025 Jan 15, 2026
Godfrey Financial Associates, Inc. History New 80 6 0.01% — 1129 +80 New Q4 2025 Feb 10, 2026
Olistico Wealth, LLC History New 70 6 0.0% — 1127 +70 New Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 78 6 0.0% 0.0% 1123 +50 178.57% Q4 2025 Jan 22, 2026
Advanced Asset Management Advisors Inc History Added to 75 6 0.0% 0.0% 1122 +25 50.0% Q4 2025 Feb 02, 2026
Archer Investment Corp History Reduced 79 6 0.0% 0.0% 1125 -8 -9.2% Q4 2025 Jan 30, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 71 6 0.0% 0.0% 1124 +1 1.43% Q4 2025 Jan 23, 2026
Midwest Capital Advisors, LLC History Added to 74 6 0.0% 0.0% 1128 +1 1.37% Q4 2025 Jan 29, 2026
Center for Financial Planning, Inc. History Reduced 58 5 0.0% 0.0% 1131 -442 -88.4% Q4 2025 Feb 05, 2026
McMillan Office, Inc. History New 65 5 0.0% — 1135 +65 New Q4 2025 Feb 12, 2026
Imprint Wealth LLC History Reduced 64 5 0.02% 0.04% 1132 -64 -50.0% Q4 2025 Feb 17, 2026
Retirement Wealth Solutions LLC History Added to 60 5 0.0% — 1133 +57 1900.0% Q4 2025 Jan 07, 2026
Independence Bank of Kentucky History No change 63 5 0.0% 0.0% 1130 0 0.0% Q4 2025 Jan 20, 2026
Aventura Private Wealth, LLC History No change 64 5 0.0% 0.0% 1134 0 0.0% Q4 2025 Jan 07, 2026
NWK Group, Inc. History Reduced 53 4 0.0% 0.01% 1140 -363 -87.26% Q4 2025 Feb 09, 2026
Park Square Financial Group, LLC History Reduced 52 4 0.02% 0.13% 1142 -296 -85.06% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History New 55 4 0.0% — 1136 +55 New Q4 2025 Feb 12, 2026
Nova Wealth Management, Inc. History Added to 49 4 0.0% 0.0% 1141 +29 145.0% Q4 2025 Jan 14, 2026
Anchor Investment Management, LLC History Added to 47 4 0.0% 0.0% 1137 +1 2.17% Q4 2025 Feb 26, 2026
Versant Capital Management, Inc History No change 46 4 0.0% 0.0% 1138 0 0.0% Q4 2025 Jan 08, 2026
CBIZ Investment Advisory Services, LLC History No change 46 4 0.0% 0.0% 1139 0 0.0% Q4 2025 Feb 09, 2026
United Financial Planning Group LLC History Reduced 40 3 0.0% 0.01% 1151 -98 -71.01% Q4 2025 Feb 11, 2026
IMG Wealth Management, Inc. History New 41 3 0.0% — 1148 +41 New Q4 2025 Feb 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History New 37 3 0.0% — 1143 +37 New Q4 2025 Jan 23, 2026
Lodestone Wealth Management LLC History New 35 3 0.0% — 1146 +35 New Q4 2025 Jan 15, 2026
Wilkerson Advisory Group LLC History New 35 3 0.0% — 1150 +35 New Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Reduced 39 3 0.0% 0.0% 1149 -2 -4.88% Q4 2025 Feb 03, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 40 3 0.0% 0.0% 1144 0 0.0% Q4 2025 Feb 09, 2026
Jackson Hole Capital Partners, LLC History No change 41 3 0.0% 0.0% 1145 0 0.0% Q4 2025 Jan 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 45 3 0.0% 0.0% 1147 0 0.0% Q4 2025 Jan 22, 2026
Keystone Global Partners, LLC History Reduced 28,000 2 0.0% 0.0% 1155 -28,000 -50.0% Q4 2025 Jan 14, 2026
Hanson & Doremus Investment Management History Reduced 18 2 0.0% 0.0% 1152 -333 -94.87% Q4 2025 Jan 20, 2026
SJS Investment Consulting Inc. History New 33 2 0.0% — 1156 +33 New Q4 2025 Jan 21, 2026
Coston, McIsaac & Partners History New 30 2 0.0% — 1157 +30 New Q4 2025 Feb 03, 2026
Nvest Wealth Strategies, Inc. History New 27 2 0.0% — 1160 +27 New Q4 2025 Jan 28, 2026
IFC & Insurance Marketing, Inc. History New 26 2 0.0% — 1159 +26 New Q4 2025 Feb 12, 2026
Wagner Wealth Management, LLC History New 23 2 0.0% — 1154 +23 New Q4 2025 Jan 30, 2026
Bogart Wealth, LLC History No change 29 2 0.0% 0.0% 1153 0 0.0% Q4 2025 Jan 30, 2026
Bernard Wealth Management Corp. History No change 25 2 0.0% 0.0% 1158 0 0.0% Q4 2025 Jan 15, 2026
Ankerstar Wealth, LLC History New 21 1 0.0% — 1164 +21 New Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 15 1 0.0% — 1166 +15 New Q4 2025 Feb 19, 2026
HHM Wealth Advisors, LLC History New 13 1 0.0% — 1163 +13 New Q4 2025 Jan 22, 2026
Financial Gravity Asset Management, Inc. History Added to 12 1 0.0% — 1162 +2 20.0% Q4 2025 Feb 13, 2026
Cypress Capital Management LLC (WY) History No change 13 1 0.0% 0.0% 1161 0 0.0% Q4 2025 Feb 09, 2026
Catherine Avery Investment Management LLC History No change 12 1 0.0% 0.0% 1165 0 0.0% Q4 2025 Jan 05, 2026
Waratah Capital Advisors Ltd. History Closed out 0 0 — 4.89% — -3,100,200 -100.0% Q3 2025 Nov 10, 2025
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 — 11.43% — -3,000,000 -100.0% Q3 2025 Nov 07, 2025
BRIGADE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 18.91% — -1,725,000 -100.0% Q3 2025 Nov 14, 2025
Conversant Capital LLC History Closed out 0 0 — 18.93% — -1,250,000 -100.0% Q3 2025 Nov 14, 2025
SOROS FUND MANAGEMENT LLC History Closed out 0 0 — 1.27% — -1,000,000 -100.0% Q3 2025 Nov 14, 2025
Hiddenite Capital Partners LP History Closed out 0 0 — 12.97% — -800,000 -100.0% Q3 2025 Oct 29, 2025
First Eagle Investment Management, LLC History New 700,000 0 — — — +700,000 New Q4 2025 Feb 04, 2026
Sycale Advisors (NY) LLC History Closed out 0 0 — 5.59% — -333,900 -100.0% Q3 2025 Nov 14, 2025
Northwest Bancshares, Inc. History Closed out 0 0 — 4.09% — -275,692 -100.0% Q3 2025 Nov 14, 2025
Cerity Partners OCIO LLC History Closed out 0 0 — 1.14% — -250,173 -100.0% Q3 2025 Oct 22, 2025
Invesco Ltd. History Closed out 0 0 — 0.0% — -220,000 -100.0% Q3 2025 Nov 13, 2025
Clark Capital Management Group, Inc. History Closed out 0 0 — 0.08% — -135,621 -100.0% Q3 2025 Nov 14, 2025
Penserra Capital Management LLC History Closed out 0 0 — 0.13% — -124,714 -100.0% Q3 2025 Nov 04, 2025
Carlson Capital, L.P. History Closed out 0 0 — 3.63% — -110,000 -100.0% Q3 2025 Nov 05, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.06% — -89,174 -100.0% Q3 2025 Oct 23, 2025
Interval Partners, LP History Closed out 0 0 — 0.12% — -84,700 -100.0% Q3 2025 Nov 14, 2025
Privium Fund Management (UK) Ltd History Closed out 0 0 — 4.38% — -78,200 -100.0% Q3 2025 Oct 31, 2025
WEXFORD CAPITAL LP History Closed out 0 0 — 0.89% — -69,600 -100.0% Q3 2025 Nov 14, 2025
BCK CAPITAL MANAGEMENT LP History Closed out 0 0 — — — -68,900 -100.0% Q3 2025 Nov 10, 2025
Amundi History Closed out 0 0 — 0.0% — -64,637 -100.0% Q3 2025 Nov 14, 2025
Amitell Capital Pte Ltd History Closed out 0 0 — 3.43% — -63,000 -100.0% Q3 2025 Nov 12, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 — 0.57% — -60,000 -100.0% Q3 2025 Nov 14, 2025
Lingotto Investment Management LLP History Closed out 0 0 — 0.09% — -55,000 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.05% — -53,093 -100.0% Q3 2025 Nov 13, 2025
Volterra Technologies LP History Closed out 0 0 — 0.38% — -50,154 -100.0% Q3 2025 Nov 14, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 — 0.02% — -50,000 -100.0% Q3 2025 Feb 13, 2026
DAVIS-REA LTD. History Closed out 0 0 — 1.08% — -50,000 -100.0% Q3 2025 Oct 28, 2025
Genus Capital Management Inc. History Closed out 0 0 — 0.48% — -46,627 -100.0% Q3 2025 Nov 14, 2025
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 1.37% — -45,952 -100.0% Q3 2025 Oct 14, 2025
Man Group plc History Closed out 0 0 — 0.01% — -41,963 -100.0% Q3 2025 Nov 14, 2025
VISION FINANCIAL MARKETS LLC History Closed out 0 0 — 2.37% — -31,100 -100.0% Q3 2025 Nov 06, 2025
St. Louis Financial Planners Asset Management, LLC History Closed out 0 0 — 1.64% — -28,484 -100.0% Q3 2025 Oct 02, 2025
Banco BTG Pactual S.A. History Closed out 0 0 — 0.34% — -26,000 -100.0% Q3 2025 Nov 13, 2025
ODonnell Financial Services, LLC History Closed out 0 0 — 0.7% — -22,035 -100.0% Q3 2025 Nov 10, 2025
Exit Wealth Advisors, LLC. History Closed out 0 0 — 1.08% — -18,144 -100.0% Q3 2025 Nov 14, 2025
Sender Co & Partners, Inc. History Closed out 0 0 — 0.18% — -18,100 -100.0% Q3 2025 Nov 17, 2025
Blue Capital, Inc. History Closed out 0 0 — 1.17% — -17,617 -100.0% Q3 2025 Nov 14, 2025
Biondo Investment Advisors, LLC History Closed out 0 0 — 0.2% — -17,513 -100.0% Q3 2025 Nov 12, 2025
BOYUM WEALTH ARCHITECTS LLC History Closed out 0 0 — 0.96% — -17,416 -100.0% Q3 2025 Oct 02, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.18% — -16,112 -100.0% Q3 2025 Nov 12, 2025
Everstar Asset Management, LLC History Closed out 0 0 — 0.81% — -16,084 -100.0% Q3 2025 Nov 10, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 — 0.01% — -15,911 -100.0% Q3 2025 Feb 17, 2026
Southeast Asset Advisors, LLC History Closed out 0 0 — 0.14% — -14,363 -100.0% Q3 2025 Nov 07, 2025
SURIENCE PRIVATE WEALTH LLC History Closed out 0 0 — 1.16% — -14,265 -100.0% Q3 2025 Oct 09, 2025
American Assets Investment Management, LLC History Closed out 0 0 — 0.08% — -12,000 -100.0% Q3 2025 Nov 05, 2025
Professional Financial Advisors, LLC History Closed out 0 0 — 0.22% — -11,725 -100.0% Q3 2025 Oct 28, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.09% — -11,680 -100.0% Q3 2025 Oct 15, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.16% — -11,311 -100.0% Q3 2025 Nov 12, 2025
Innova Wealth Partners History Closed out 0 0 — 0.48% — -9,998 -100.0% Q3 2025 Dec 02, 2025
INVESTMENT HOUSE LLC History Closed out 0 0 — 0.04% — -8,832 -100.0% Q3 2025 Oct 31, 2025
E Fund Management (Hong Kong) Co., Ltd. History Closed out 0 0 — 0.45% — -8,218 -100.0% Q3 2025 Oct 23, 2025
Choate Investment Advisors History Closed out 0 0 — 0.02% — -8,145 -100.0% Q3 2025 Nov 10, 2025
Tactive Advisors, LLC History Closed out 0 0 — 0.21% — -8,139 -100.0% Q3 2025 Oct 14, 2025
Alamea Verwaltungs GmbH History Closed out 0 0 — 0.46% — -7,500 -100.0% Q3 2025 Nov 13, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -6,810 -100.0% Q3 2025 Nov 14, 2025
Plancorp, LLC History Closed out 0 0 — 0.02% — -6,638 -100.0% Q3 2025 Oct 15, 2025
Greenwich Wealth Management LLC History Closed out 0 0 — 0.03% — -6,567 -100.0% Q3 2025 Nov 12, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.15% — -6,464 -100.0% Q3 2025 Oct 20, 2025
BEACON INVESTMENT ADVISORY SERVICES, INC. History Closed out 0 0 — 0.02% — -5,819 -100.0% Q3 2025 Oct 16, 2025
JT Stratford LLC History Closed out 0 0 — 0.07% — -5,723 -100.0% Q3 2025 Nov 12, 2025
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -5,623 -100.0% Q3 2025 Nov 03, 2025
Impact Investors, Inc History Closed out 0 0 — 0.33% — -5,564 -100.0% Q3 2025 Oct 30, 2025
K.J. Harrison & Partners Inc History Closed out 0 0 — 0.07% — -5,470 -100.0% Q3 2025 Nov 12, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 1.05% — -5,446 -100.0% Q3 2025 Nov 17, 2025
Tillman Hartley LLC History Closed out 0 0 — 0.12% — -5,000 -100.0% Q3 2025 Nov 12, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -4,945 -100.0% Q3 2025 Nov 14, 2025
National Wealth Management Group, LLC History Closed out 0 0 — 0.15% — -4,589 -100.0% Q3 2025 Oct 31, 2025
STABLEFORD CAPITAL II LLC History Closed out 0 0 — 0.15% — -4,511 -100.0% Q3 2025 Oct 14, 2025
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Closed out 0 0 — 0.14% — -4,370 -100.0% Q3 2025 Oct 29, 2025
BCS Private Wealth Management, Inc. History Closed out 0 0 — 0.14% — -4,275 -100.0% Q3 2025 Oct 28, 2025
EAGLE GLOBAL ADVISORS LLC History Closed out 0 0 — 0.01% — -4,168 -100.0% Q3 2025 Oct 28, 2025
Alta Wealth Advisors LLC History Closed out 0 0 — 0.12% — -3,795 -100.0% Q3 2025 Nov 03, 2025
KAVAR CAPITAL PARTNERS GROUP, LLC History Closed out 0 0 — 0.04% — -3,700 -100.0% Q3 2025 Oct 17, 2025
BBR PARTNERS, LLC History Closed out 0 0 — 0.02% — -3,597 -100.0% Q3 2025 Nov 07, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 — 0.02% — -3,335 -100.0% Q3 2025 Oct 15, 2025
HB Wealth Management, LLC History Closed out 0 0 — 0.0% — -3,223 -100.0% Q3 2025 Oct 23, 2025
PARTNERS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.28% — -3,204 -100.0% Q3 2025 Oct 29, 2025
Saxony Capital Management, LLC History Closed out 0 0 — 0.19% — -3,181 -100.0% Q3 2025 Oct 21, 2025
Crew Capital Management, Ltd History Closed out 0 0 — 0.18% — -3,080 -100.0% Q3 2025 Oct 27, 2025
Chung Wu Investment Group, LLC History Closed out 0 0 — 0.22% — -3,000 -100.0% Q3 2025 Nov 04, 2025
King Wealth Management Group History Closed out 0 0 — 0.03% — -2,994 -100.0% Q3 2025 Nov 07, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -2,929 -100.0% Q3 2025 Nov 14, 2025
GUARDIAN WEALTH ADVISORS, LLC / NC History Closed out 0 0 — 0.02% — -2,921 -100.0% Q3 2025 Nov 14, 2025
OAK FAMILY ADVISORS, LLC History Closed out 0 0 — 0.07% — -2,918 -100.0% Q3 2025 Oct 23, 2025
CERTUITY, LLC History Closed out 0 0 — 0.02% — -2,843 -100.0% Q3 2025 Nov 13, 2025
Modera Wealth Management, LLC History Closed out 0 0 — 0.0% — -2,804 -100.0% Q3 2025 Oct 31, 2025
FSC Wealth Advisors, LLC History Closed out 0 0 — 0.14% — -2,669 -100.0% Q3 2025 Oct 17, 2025
Meridian Financial Partners LLC History Closed out 0 0 — 0.1% — -2,661 -100.0% Q3 2025 Oct 20, 2025
Darwin Wealth Management, LLC History Reduced 5 0 — 0.07% — -2,555 -99.8% Q4 2025 Jan 22, 2026
AVAII WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.09% — -2,519 -100.0% Q3 2025 Oct 20, 2025
INVESTED ADVISORS History Closed out 0 0 — 0.31% — -2,481 -100.0% Q3 2025 Oct 23, 2025
BayBridge Capital Group, LLC History Closed out 0 0 — 0.14% — -2,390 -100.0% Q3 2025 Oct 15, 2025
Huntleigh Advisors, Inc. History Closed out 0 0 — 0.04% — -2,361 -100.0% Q3 2025 Oct 30, 2025
Invst, LLC History Closed out 0 0 — 0.02% — -2,353 -100.0% Q3 2025 Feb 04, 2026
PATTEN & PATTEN INC/TN History Closed out 0 0 — 0.01% — -2,342 -100.0% Q3 2025 Oct 31, 2025
Quartz Partners, LLC History Closed out 0 0 — 0.08% — -2,339 -100.0% Q3 2025 Nov 13, 2025
WESBANCO BANK INC History Closed out 0 0 — 0.01% — -2,336 -100.0% Q3 2025 Nov 06, 2025
Total Clarity Wealth Management, Inc. History Closed out 0 0 — 0.06% — -2,323 -100.0% Q3 2025 Nov 12, 2025
Beacon Financial Advisory LLC History Closed out 0 0 — 0.05% — -2,284 -100.0% Q3 2025 Oct 29, 2025
Vantage Financial Partners, LLC History Closed out 0 0 — 0.04% — -2,282 -100.0% Q3 2025 Nov 05, 2025
Ipsen Advisor Group LLC History Closed out 0 0 — 0.15% — -2,279 -100.0% Q3 2025 Nov 06, 2025
Accurate Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,277 -100.0% Q3 2025 Oct 20, 2025
Verdence Capital Advisors LLC History Closed out 0 0 — 0.01% — -2,270 -100.0% Q3 2025 Oct 29, 2025
KICKSTAND VENTURES, LLC. History Closed out 0 0 — 0.04% — -2,258 -100.0% Q3 2025 Nov 14, 2025
Advisor OS, LLC History Closed out 0 0 — 0.02% — -2,254 -100.0% Q3 2025 Nov 12, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.01% — -1,049 -100.0% Q3 2025 Oct 27, 2025
Avalon Trust Co History Closed out 0 0 — 0.01% — -1,000 -100.0% Q3 2025 Nov 10, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -851 -100.0% Q3 2025 Nov 05, 2025
Princeton Global Asset Management LLC History Closed out 0 0 — 0.01% — -700 -100.0% Q3 2025 Oct 09, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.04% — -635 -100.0% Q3 2025 Oct 07, 2025
Operose Advisors LLC History Closed out 0 0 — 0.01% — -485 -100.0% Q3 2025 Nov 12, 2025
Kilter Group LLC History Reduced 1 0 — 0.02% — -392 -99.75% Q4 2025 Feb 13, 2026
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -379 -100.0% Q3 2025 Oct 08, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -375 -100.0% Q3 2025 Oct 31, 2025
ST GERMAIN D J CO INC History Closed out 0 0 — 0.0% — -275 -100.0% Q3 2025 Oct 07, 2025
McIlrath & Eck, LLC History Closed out 0 0 — 0.0% — -273 -100.0% Q3 2025 Oct 22, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -172 -100.0% Q3 2025 Oct 07, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -135 -100.0% Q3 2025 Nov 14, 2025
Rossmore Private Capital History Closed out 0 0 — 0.0% — -135 -100.0% Q3 2025 Oct 30, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -123 -100.0% Q3 2025 Oct 09, 2025
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -107 -100.0% Q3 2025 Oct 29, 2025
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.0% — -85 -100.0% Q3 2025 Oct 02, 2025
FLAGSHIP WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -81 -100.0% Q3 2025 Oct 30, 2025
REAP Financial Group, LLC History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2025 Nov 06, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Nov 03, 2025
North Star Investment Management Corp. History Closed out 0 0 — 0.0% — -58 -100.0% Q3 2025 Oct 22, 2025
Moisand Fitzgerald Tamayo, LLC History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2025 Oct 23, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -49 -100.0% Q3 2025 Oct 29, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 17, 2025
Gould Capital, LLC History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2025 Nov 17, 2025
Covestor Ltd History Added to 48 0 — — — +36 300.0% Q4 2025 Feb 06, 2026
CVA Family Office, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Oct 30, 2025
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2025 Oct 17, 2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 10 0 — — — +10 New Q4 2025 Jan 20, 2026
Indiana Trust & Investment Management Co History New 2 0 — — — +2 New Q4 2025 Jan 21, 2026
Nalls Sherbakoff Group, LLC History No change 9 0 — — — 0 0.0% Q4 2025 Mar 12, 2026
Gordian Capital Singapore Pte Ltd History No change 1 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
New Republic Capital, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 8 0 — — — 0 0.0% Q4 2025 Feb 11, 2026