iSHARES TRUST - USHY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JONES FINANCIAL COMPANIES LLLP History Added to 88,011,098 3,291,173 2.01% 1.59% 1 +26,243,810 42.49% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Reduced 63,220,874 2,364,144 18.75% 17.99% 2 -1,561,953 -2.41% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 43,546,896 1,628,436 0.3% 0.3% 3 +1,760,513 4.21% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 36,543,162 1,366,531 0.17% 0.17% 4 +2,157,220 6.27% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 32,515,825 1,215,929 0.09% 0.08% 5 +1,048,369 3.33% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 20,931,642 782,738 0.01% 0.03% 6 -18,626,528 -47.09% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 19,751,211 738,596 0.09% 0.08% 7 +2,741,359 16.12% Q4 2025 Mar 25, 2026
RAYMOND JAMES FINANCIAL INC History Added to 18,341,550 685,882 0.21% 0.2% 8 +1,521,304 9.04% Q4 2025 Feb 18, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 16,960,000 634,219 3.35% 3.12% 9 +2,561,000 17.79% Q4 2025 Feb 13, 2026
Counterpoint Mutual Funds LLC History Added to 15,079,411 563,894 41.77% 42.99% 10 +669,527 4.65% Q4 2025 Feb 12, 2026
Japan Science & Technology Agency History Added to 14,319,906 535,492 9.84% 8.62% 11 +1,500,000 11.7% Q4 2025 Feb 06, 2026
Ilmarinen Mutual Pension Insurance Co History Reduced 14,080,000 526,522 4.2% 4.94% 12 -3,350,000 -19.22% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 13,291,070 497,019 0.03% 0.03% 13 +584,073 4.6% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 11,904,449 445,166 0.03% 0.02% 14 +4,272,229 55.98% Q4 2025 Feb 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 10,057,165 376,087 0.64% 0.51% 15 +2,500,000 33.08% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 9,768,912 365,532 0.88% 0.86% 16 +403,934 4.31% Q4 2025 Feb 11, 2026
Ocean Park Asset Management, LLC History Reduced 7,668,224 286,753 13.46% 12.02% 17 -47,119 -0.61% Q4 2025 Jan 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 7,470,000 279,340 3.26% 0.3% 18 +6,920,000 1258.18% Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 6,336,093 236,948 0.42% 0.47% 19 -21,414 -0.34% Q4 2025 Feb 05, 2026
FMR LLC History Added to 5,745,828 214,865 0.01% 0.01% 20 +15,806 0.28% Q4 2025 Feb 17, 2026
TOEWS CORP /ADV History Reduced 5,719,000 213,862 31.11% 34.01% 21 -581,000 -9.22% Q4 2025 Jan 30, 2026
LPL Financial LLC History Added to 5,462,692 204,277 0.06% 0.06% 22 +453,495 9.05% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,391,108 201,600 0.06% 0.06% 23 +305,746 6.01% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 5,344,096 199,842 0.1% 0.08% 24 +1,178,652 28.3% Q4 2025 Feb 02, 2026
Polianta Ltd History New 4,877,000 182,375 23.87% — 25 +4,877,000 New Q4 2025 Jan 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 4,610,233 172,399 4.12% 4.27% 26 +30,972 0.68% Q4 2025 Feb 03, 2026
NEPC LLC History Added to 4,179,289 156,284 3.33% 2.55% 27 +1,615,966 63.04% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 4,053,539 151,583 0.02% — 28 +4,053,539 New Q4 2025 Feb 17, 2026
Kensington Asset Management, LLC History Added to 3,828,128 143,286 7.4% 7.11% 29 +687,678 21.9% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 2,930,783 109,596 0.08% 0.09% 30 +64,844 2.26% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 2,710,205 101,347 3.02% 2.97% 31 +169,540 6.67% Q4 2025 Jan 16, 2026
Bank of New York Mellon Corp History Added to 2,396,151 89,604 0.02% 0.02% 32 +160,258 7.17% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Reduced 2,364,213 88,409 0.18% 0.21% 33 -214,958 -8.33% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Added to 2,341,985 87,578 2.64% 2.54% 34 +234,803 11.14% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 2,209,316 82,617 0.01% 0.01% 35 +132,903 6.4% Q4 2025 Jan 29, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,992,910 74,524 0.04% 0.03% 36 +417,593 26.51% Q4 2025 Feb 13, 2026
South Dakota Investment Council History New 1,926,000 72,023 1.37% — 37 +1,926,000 New Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History Added to 1,900,000 71,050 0.26% 0.17% 38 +700,000 58.33% Q4 2025 Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,827,620 68,343 0.01% — 39 +1,827,620 New Q4 2025 Feb 13, 2026
Betterment LLC History Added to 1,795,176 67,140 0.13% 0.11% 40 +284,356 18.82% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 1,789,351 66,912 0.1% 0.1% 41 +90,577 5.33% Q4 2025 Feb 11, 2026
REBALANCE, LLC History Reduced 1,680,454 62,840 3.67% 4.07% 42 -105,716 -5.92% Q4 2025 Jan 15, 2026
NEOS Investment Management LLC History Added to 1,674,354 62,612 0.36% 0.36% 43 +397,586 31.14% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 1,643,393 61,455 0.17% 0.17% 44 +108,119 7.04% Q4 2025 Jan 26, 2026
Bricktown Capital, LLC History Added to 1,615,148 60,398 10.17% 9.8% 45 +40,236 2.55% Q4 2025 Jan 15, 2026
NATIXIS ADVISORS, LLC History Added to 1,583,506 59,207 0.08% 0.07% 46 +247,204 18.5% Q4 2025 Feb 10, 2026
1607 Capital Partners, LLC History Reduced 1,536,225 57,447 3.92% 5.64% 47 -443,275 -22.39% Q4 2025 Feb 17, 2026
Koss-Olinger Consulting, LLC History Added to 1,478,347 55,283 4.28% 3.74% 48 +270,896 22.44% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 1,404,133 52,507 0.12% 0.12% 49 +27,572 2.0% Q4 2025 Jan 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,371,180 51,407 0.08% 0.08% 50 +132,667 10.71% Q4 2025 Feb 18, 2026
FACTORY MUTUAL INSURANCE CO History No change 1,355,000 50,670 0.51% 0.5% 51 0 0.0% Q4 2025 Jan 23, 2026
SHENKMAN CAPITAL MANAGEMENT INC History Added to 1,280,225 48,110 5.08% 1.19% 52 +959,325 298.95% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 1,244,389 46,533 0.01% 0.0% 53 +1,017,694 448.93% Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Added to 1,233,190 46,067 0.05% 0.04% 54 +324,626 35.73% Q4 2025 Feb 18, 2026
BARINGS LLC History Added to 1,191,000 44,543 0.82% 0.85% 55 +8,000 0.68% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 1,179,315 44,100 0.05% 0.04% 56 +230,231 24.26% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Reduced 1,172,783 43,856 0.6% 1.12% 57 -130,000 -9.98% Q4 2025 Feb 09, 2026
Roberts Financial Services LLC History Added to 1,156,049 43,230 13.57% 13.58% 58 +42,737 3.84% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 1,145,055 42,825 0.06% 0.07% 59 -144,200 -11.18% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 1,076,596 40,259 0.05% 0.04% 60 +85,007 8.57% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Added to 1,070,546 40,033 0.06% 0.06% 61 +161,732 17.8% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,054,196 39,421 0.01% 0.01% 62 +61,547 6.2% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 1,027,420 38,420 0.47% 0.48% 63 +25,089 2.5% Q4 2025 Jan 21, 2026
Capital Asset Advisory Services LLC History Added to 1,018,285 38,226 1.54% 1.48% 64 +111,245 12.26% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,020,061 38,145 0.66% 0.73% 65 +106,692 11.68% Q4 2025 Feb 19, 2026
STIFEL FINANCIAL CORP History Added to 958,623 35,847 0.03% 0.03% 66 +39,093 4.25% Q4 2025 Feb 13, 2026
Ninety One UK Ltd History Added to 864,416 32,324 0.07% 0.04% 67 +400,245 86.23% Q4 2025 Jan 27, 2026
DSC Meridian Capital LP History Added to 851,675 31,848 8.38% 3.57% 68 +385,964 82.88% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 833,587 31,171 0.27% 0.15% 69 +374,195 81.45% Q4 2025 Feb 05, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 809,800 30,282 0.01% 0.01% 70 0 0.0% Q4 2025 Jan 22, 2026
Prestige Wealth Management Group LLC History Added to 763,521 28,551 5.45% 5.43% 71 +18,872 2.53% Q4 2025 Feb 11, 2026
SUMITOMO LIFE INSURANCE CO History Added to 754,000 28,195 0.77% 0.76% 72 +102,800 15.79% Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 709,628 26,536 0.18% 0.16% 73 +127,114 21.82% Q4 2025 Feb 11, 2026
BTS Asset Management, Inc. History Reduced 691,112 25,857 34.97% 35.85% 74 -49,301 -6.66% Q4 2025 Jan 26, 2026
PRUDENTIAL FINANCIAL INC History Added to 685,069 25,642 0.03% 0.01% 75 +495,000 260.43% Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 676,301 25,290 0.93% — 76 +676,301 New Q4 2025 Feb 13, 2026
Liberty Mutual Group Asset Management Inc. History New 671,051 25,093 2.39% — 77 +671,051 New Q4 2025 Feb 13, 2026
Elo Mutual Pension Insurance Co History New 670,000 25,054 0.38% — 78 +670,000 New Q4 2025 Feb 12, 2026
Santa Clara Valley Transportation Authority History No change 660,479 24,698 20.76% 20.92% 79 0 0.0% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 654,243 24,465 0.03% 0.03% 80 -15,593 -2.33% Q4 2025 Feb 12, 2026
&PARTNERS History Reduced 648,672 24,326 0.13% 0.17% 81 -50,673 -7.25% Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History Added to 613,323 22,935 0.53% 0.52% 82 +34,885 6.03% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 613,021 22,923 0.01% 0.01% 83 +114,719 23.02% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 609,593 22,763 0.01% 0.01% 84 -107,984 -15.05% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 585,072 21,878 0.28% 0.3% 85 -17,352 -2.88% Q4 2025 Feb 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 575,158 21,508 1.39% 1.37% 86 +24,204 4.39% Q4 2025 Jan 26, 2026
Equitable Holdings, Inc. History Added to 564,497 21,109 0.14% 0.12% 87 +132,200 30.58% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 563,550 21,073 0.03% 0.03% 88 -14,268 -2.47% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 554,247 20,726 0.01% 0.01% 89 -105,227 -15.96% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 534,357 19,982 0.2% 0.22% 90 -21,737 -3.91% Q4 2025 Feb 13, 2026
Allegiance Financial Group Advisory Services LLC History Added to 471,874 17,645 3.71% 3.87% 91 +26,524 5.96% Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History Added to 468,640 17,524 0.01% 0.01% 92 +29,398 6.69% Q4 2025 Feb 17, 2026
Nuveen, LLC History New 467,000 17,463 0.0% — 93 +467,000 New Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 441,908 16,580 0.58% 0.59% 94 +19,256 4.56% Q4 2025 Jan 08, 2026
Aberdeen Group plc History Added to 439,860 16,448 0.03% 0.02% 95 +92,622 26.67% Q4 2025 Jan 16, 2026
Northeast Financial Group, Inc. History Added to 429,427 16,060 3.63% 3.67% 96 +39,195 10.04% Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 387,923 14,506 0.08% 0.08% 97 +14,255 3.81% Q4 2025 Feb 12, 2026
Trajan Wealth LLC History Added to 382,233 14,293 0.6% 0.56% 98 +39,352 11.48% Q4 2025 Feb 06, 2026
Summit Wealth Group, LLC History Added to 370,580 13,857 3.24% 3.25% 99 +15,210 4.28% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 369,018 13,799 0.05% — 100 +369,018 New Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Added to 364,166 13,630 0.18% 0.13% 101 +103,372 39.64% Q4 2025 Feb 03, 2026
Angel Oak Capital Advisors, LLC History Reduced 361,892 13,532 19.67% 55.06% 102 -1,493,908 -80.5% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Reduced 346,333 12,951 0.2% 0.23% 103 -25,130 -6.77% Q4 2025 Feb 12, 2026
LOOMIS SAYLES & CO L P History Reduced 345,416 12,916 0.02% 0.02% 104 -40,684 -10.54% Q4 2025 Feb 12, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Added to 334,667 12,514 3.79% 0.4% 105 +304,787 1020.04% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 334,159 12,495 0.01% 0.0% 106 +240,442 256.56% Q4 2025 Feb 06, 2026
CNO Financial Group, Inc. History New 320,000 11,966 6.78% — 107 +320,000 New Q4 2025 Feb 12, 2026
Rakuten Investment Management, Inc. History No change 316,316 11,956 0.04% 0.04% 108 0 0.0% Q4 2025 Feb 17, 2026
Grove Bank & Trust History Added to 313,438 11,721 1.32% 1.19% 109 +44,935 16.74% Q4 2025 Jan 08, 2026
Destiny Wealth Partners, LLC History Added to 309,604 11,662 1.34% 1.37% 110 +12,660 4.26% Q4 2025 Feb 03, 2026
JTC Employer Solutions Trustee Ltd History No change 310,219 11,601 0.79% 1.01% 111 0 0.0% Q4 2025 Feb 10, 2026
FIFTH THIRD SECURITIES, INC. History Added to 299,078 11,184 0.73% 0.71% 112 +23,507 8.53% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 296,968 11,105 0.39% 0.37% 113 +29,642 11.09% Q4 2025 Jan 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 289,156 10,813 0.03% 0.09% 114 -576,030 -66.58% Q4 2025 Feb 05, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 286,153 10,700 0.06% 0.04% 115 +87,311 43.91% Q4 2025 Jan 13, 2026
FC Advisory LLC History Added to 285,972 10,693 3.07% 3.06% 116 +8,712 3.14% Q4 2025 Jan 13, 2026
CITIGROUP INC History Reduced 285,749 10,685 0.0% 0.04% 117 -1,926,383 -87.08% Q4 2025 Feb 13, 2026
CVS HEALTH Corp History New 268,100 10,025 7.41% — 118 +268,100 New Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History New 261,439 9,776 0.01% — 119 +261,439 New Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 258,826 9,678 0.36% 0.76% 120 -246,123 -48.74% Q4 2025 Feb 13, 2026
FORM Wealth Advisors, LLC History New 257,111 9,614 1.13% — 121 +257,111 New Q4 2025 Jan 28, 2026
HOWE & RUSLING INC History Added to 242,738 9,077 0.6% 0.6% 122 +9,235 3.95% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 239,576 8,993 0.01% 0.01% 124 -12,868 -5.1% Q4 2025 Jan 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 240,489 8,993 0.05% 0.06% 123 +7,793 3.35% Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History Added to 237,760 8,891 4.04% 4.15% 125 +1,720 0.73% Q4 2025 Jan 12, 2026
Dynasty Wealth Management, LLC History New 235,212 8,795 0.09% — 126 +235,212 New Q4 2025 Feb 10, 2026
Amicus Financial Advisors, LLC History New 232,221 8,683 2.42% — 127 +232,221 New Q4 2025 Mar 02, 2026
DEUTSCHE BANK AG\ History Reduced 232,099 8,680 0.0% 0.0% 128 -50,664 -17.92% Q4 2025 Feb 11, 2026
Sage Advisory Services, Ltd.Co. History Reduced 229,109 8,568 4.67% 4.85% 129 -15,878 -6.48% Q4 2025 Jan 28, 2026
COMERICA BANK History Added to 223,489 8,357 0.03% 0.02% 130 +66,967 42.78% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Reduced 221,834 8,295 0.01% 0.01% 131 -263,524 -54.29% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 218,521 8,171 0.01% 0.01% 132 +65,449 42.76% Q4 2025 Mar 16, 2026
CULLEN/FROST BANKERS, INC. History Added to 217,619 8,137 0.09% 0.0% 133 +216,682 23125.08% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 216,989 8,114 0.04% 0.05% 134 -3,612 -1.64% Q4 2025 Feb 12, 2026
BlueCrest Capital Management Ltd History New 212,761 7,956 0.24% — 135 +212,761 New Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 211,663 7,915 0.11% 0.11% 136 +19,824 10.33% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 200,586 7,500 0.26% 0.21% 137 +36,576 22.3% Q4 2025 Feb 13, 2026
Keeler Thomas Management LLC History Added to 197,359 7,380 3.52% 2.77% 138 +17,616 9.8% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 192,492 7,198 0.2% 0.2% 139 +9,956 5.45% Q4 2025 Jan 30, 2026
Modern Wealth Management, LLC History Added to 191,215 7,150 0.13% 0.14% 140 +3,884 2.07% Q4 2025 Feb 17, 2026
Grey Fox Wealth Advisors, LLC History Added to 189,948 7,103 1.45% 1.37% 141 +12,602 7.11% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 188,142 7,035 0.11% 0.13% 142 +24,995 15.32% Q4 2025 Mar 12, 2026
Sanctuary Advisors, LLC History Reduced 185,310 6,929 0.04% 0.04% 143 -21,949 -10.59% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 184,474 6,898 0.14% 0.2% 144 +41,282 28.83% Q4 2025 Feb 11, 2026
Single Point Partners, LLC History Added to 180,299 6,742 1.33% 1.31% 145 +9,865 5.79% Q4 2025 Jan 26, 2026
Quotient Wealth Partners, LLC History New 179,677 6,719 0.18% — 146 +179,677 New Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Added to 177,563 6,639 0.08% 0.07% 147 +63,970 56.32% Q4 2025 Jan 29, 2026
MML INVESTORS SERVICES, LLC History Added to 175,116 6,548 0.02% 0.01% 148 +38,327 28.02% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 171,477 6,412 0.0% 0.0% 149 -21,761 -11.26% Q4 2025 Feb 09, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 169,282 6,330 0.85% 1.29% 150 -75,443 -30.83% Q4 2025 Feb 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 168,500 6,301 0.36% 0.99% 151 -285,100 -62.85% Q4 2025 Feb 11, 2026
Ascent Group, LLC History Added to 168,492 6,300 0.22% 0.21% 152 +7,713 4.8% Q4 2025 Jan 20, 2026
FORTE ASSET MANAGEMENT LLC History Added to 168,089 6,285 2.85% 3.01% 153 +2,461 1.49% Q4 2025 Jan 16, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 166,207 6,215 0.01% 0.01% 154 -25,296 -13.21% Q4 2025 Feb 17, 2026
Creative Planning History Added to 164,427 6,148 0.0% 0.0% 155 +14,463 9.64% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 163,777 6,124 0.15% 0.15% 156 +1,300 0.8% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 161,949 6,056 0.02% 0.04% 157 -231,051 -58.79% Q4 2025 Feb 10, 2026
Cornerstone Management, Inc. History Added to 161,902 6,054 0.99% 0.99% 158 +3,639 2.3% Q4 2025 Feb 06, 2026
Tolleson Wealth Management, Inc. History Reduced 153,486 5,739 0.83% 0.92% 159 -4,378 -2.77% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 145,173 5,428 0.02% 0.02% 160 +49,976 52.5% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 144,907 5,418 0.24% 0.11% 161 +74,082 104.6% Q4 2025 Feb 17, 2026
Chesapeake Wealth Management History Added to 140,733 5,262 1.57% 1.54% 162 +7,101 5.31% Q4 2025 Feb 03, 2026
Little Harbor Advisors, LLC History Reduced 140,128 5,240 2.7% 2.91% 163 -13,950 -9.05% Q4 2025 Feb 19, 2026
HSBC HOLDINGS PLC History New 138,712 5,187 0.0% — 164 +138,712 New Q4 2025 Mar 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 134,794 5,040 0.1% 0.09% 165 +20,675 18.12% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Added to 133,602 4,996 0.06% 0.02% 166 +80,118 149.8% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 131,226 4,907 0.29% 0.31% 167 +9,513 7.82% Q4 2025 Feb 10, 2026
Ellevest, Inc. History Added to 130,355 4,874 0.67% 0.65% 168 +10,765 9.0% Q4 2025 Feb 10, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 126,886 4,744 0.18% 0.13% 169 0 0.0% Q4 2025 Feb 04, 2026
Orion Porfolio Solutions, LLC History Added to 126,816 4,742 0.03% 0.03% 170 +11,016 9.51% Q4 2025 Feb 12, 2026
Topel & Distasi Wealth Management, LLC History Added to 126,563 4,732 2.31% 2.13% 171 +12,416 10.88% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Added to 126,348 4,725 0.06% 0.06% 172 +8,865 7.55% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 125,910 4,708 0.0% 0.0% 173 +2,549 2.07% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 124,196 4,644 0.04% 0.03% 174 +10,318 9.06% Q4 2025 Jan 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 121,502 4,543 0.09% 0.09% 175 +6,352 5.52% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 116,382 4,362 0.0% 0.01% 176 +34,226 41.66% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 111,563 4,171 0.57% 0.68% 177 -9,786 -8.06% Q4 2025 Feb 17, 2026
Paragon Advisors, LLC History Added to 110,680 4,138 1.12% 1.04% 178 +3,806 3.56% Q4 2025 Jan 12, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 109,648 4,100 0.54% 0.58% 179 -6,556 -5.64% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Added to 107,614 4,024 0.23% 0.2% 180 +16,441 18.03% Q4 2025 Feb 04, 2026
David Kennon Inc History Added to 107,443 4,017 1.43% 1.45% 181 +732 0.69% Q4 2025 Jan 26, 2026
Twele Capital Management, Inc. History Added to 106,605 3,986 0.71% 0.65% 182 +13,837 14.92% Q4 2025 Jan 09, 2026
FIDUCIENT ADVISORS LLC History Added to 105,786 3,955 0.49% 0.15% 183 +71,110 205.07% Q4 2025 Feb 10, 2026
American Trust History Reduced 103,560 3,873 0.33% 0.34% 184 -3,896 -3.63% Q4 2025 Feb 17, 2026
THRYVE WEALTH MANAGEMENT LLC History New 102,689 3,840 1.9% — 185 +102,689 New Q4 2025 Feb 25, 2026
Octavia Wealth Advisors, LLC History Added to 99,620 3,725 0.36% 0.35% 186 +6,563 7.05% Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History Added to 98,233 3,673 0.01% 0.01% 187 +4,261 4.53% Q4 2025 Feb 13, 2026
SWS Partners History Added to 97,805 3,657 0.88% 0.88% 188 +1,861 1.94% Q4 2025 Jan 16, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 97,011 3,627 1.06% 1.1% 189 +390 0.4% Q4 2025 Feb 05, 2026
Charles Schwab Trust Co History Reduced 96,862 3,622 0.24% 0.25% 190 -649 -0.67% Q4 2025 Jan 09, 2026
Financial & Tax Architects, LLC History Added to 95,401 3,567 0.8% 0.77% 191 +2,801 3.02% Q4 2025 Jan 21, 2026
Counterweight Ventures, LLC History Added to 94,561 3,536 1.98% 1.82% 192 +12,272 14.91% Q4 2025 Jan 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 94,313 3,526 0.06% 0.07% 193 -438 -0.46% Q4 2025 Jan 07, 2026
Ethos Financial Group, LLC History Reduced 94,267 3,525 0.26% 0.29% 194 -2,775 -2.86% Q4 2025 Jan 20, 2026
DeLarme Wealth Management, Inc. History New 92,506 3,459 2.46% — 195 +92,506 New Q4 2025 Jan 26, 2026
Drucker Wealth 3.0, LLC History Reduced 91,917 3,437 0.6% 0.68% 196 -9,327 -9.21% Q4 2025 Feb 03, 2026
Marble Wealth, LLC History New 90,730 3,392 0.47% — 197 +90,730 New Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 88,974 3,327 0.01% 0.01% 198 +32,682 58.06% Q4 2025 Feb 06, 2026
MASECO LLP History Reduced 88,018 3,291 0.14% 0.18% 199 -11,516 -11.57% Q4 2025 Jan 22, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 87,497 3,271 1.21% 1.31% 200 -7,765 -8.15% Q4 2025 Jan 21, 2026
Goldstone Financial Group, LLC History Added to 85,343 3,191 0.36% 0.32% 201 +14,808 20.99% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 81,493 3,047 0.0% 0.0% 202 +72,563 812.58% Q4 2025 Feb 17, 2026
Balefire, LLC History Reduced 80,090 2,994 0.58% 0.62% 203 -2,282 -2.77% Q4 2025 Jan 12, 2026
MGO ONE SEVEN LLC History Reduced 78,717 2,943 0.06% 0.08% 204 -17,499 -18.19% Q4 2025 Feb 03, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 77,369 2,893 1.06% 1.09% 205 +3,050 4.1% Q4 2025 Jan 21, 2026
LeConte Wealth Management, LLC History Added to 76,429 2,858 1.87% 1.61% 206 +12,460 19.48% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Added to 75,277 2,815 0.09% 0.08% 207 +3,120 4.32% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 74,439 2,784 0.01% 0.01% 208 +14,396 23.98% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Reduced 74,357 2,780 0.03% 0.04% 209 -5,142 -6.47% Q4 2025 Jan 20, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 74,048 2,769 0.45% 0.5% 210 -4,427 -5.64% Q4 2025 Jan 07, 2026
Gibbs Wealth Management History Reduced 73,335 2,756 0.67% 0.68% 211 -6,781 -8.46% Q4 2025 Jan 23, 2026
WealthCare Investment Partners, LLC History Added to 73,136 2,736 0.8% 0.78% 212 +9,342 14.64% Q4 2025 Jan 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 71,217 2,663 0.09% 0.08% 213 +8,207 13.02% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 70,600 2,640 0.0% — 214 +70,600 New Q4 2025 Feb 17, 2026
Leeward Financial Partners, LLC History Reduced 68,139 2,548 0.72% 0.74% 215 -889 -1.29% Q4 2025 Feb 09, 2026
Mechanics Bank Trust Department History Added to 67,335 2,517 0.33% 0.34% 216 +2,586 3.99% Q4 2025 Jan 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 66,634 2,491 0.02% 0.02% 217 -1,408 -2.07% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 66,108 2,472 0.02% 0.02% 218 +6,531 10.96% Q4 2025 Jan 26, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 65,821 2,461 0.0% 0.0% 219 +16,454 33.33% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Reduced 64,274 2,403 0.02% 0.02% 220 -1,957 -2.95% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Reduced 62,502 2,337 0.16% 0.44% 221 -100,385 -61.63% Q4 2025 Jan 13, 2026
DAVENPORT & Co LLC History Added to 62,453 2,335 0.01% 0.01% 222 +5,490 9.64% Q4 2025 Jan 12, 2026
Unison Advisors LLC History Added to 60,462 2,260 0.2% 0.2% 223 +1,713 2.92% Q4 2025 Jan 21, 2026
BTG Pactual Asset Management US LLC History Added to 60,725 2,235 0.22% 0.08% 224 +12,968 27.15% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 58,624 2,192 0.02% 0.03% 225 -47,119 -44.56% Q4 2025 Jan 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 58,286 2,179 0.18% 0.14% 226 +16,755 40.34% Q4 2025 Feb 12, 2026
Y.D. More Investments Ltd History Reduced 58,153 2,174 0.1% 0.21% 227 -39,941 -40.72% Q4 2025 Jan 21, 2026
Mariner, LLC History Added to 57,848 2,163 0.0% 0.0% 228 +13,658 30.91% Q4 2025 Feb 13, 2026
Joel Adams & Associates, Inc. History Added to 54,993 2,056 1.55% 1.44% 229 +7,645 16.15% Q4 2025 Jan 27, 2026
Peak Planning Group, LLC History New 54,964 2,055 0.58% — 230 +54,964 New Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 54,472 2,036 0.04% 0.02% 231 +31,497 137.09% Q4 2025 Feb 02, 2026
Verdence Capital Advisors LLC History Reduced 54,013 2,019 0.12% 0.12% 232 -158 -0.29% Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 55,014 2,010 0.23% — 233 +55,014 New Q4 2025 Mar 24, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 53,145 1,987 0.26% 0.26% 234 0 0.0% Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 53,048 1,983 0.13% 0.13% 235 +133 0.25% Q4 2025 Jan 23, 2026
Bragg Financial Advisors, Inc History Added to 51,334 1,919 0.06% 0.01% 236 +39,634 338.75% Q4 2025 Feb 13, 2026
Innovative Wealth Building LLC History Reduced 51,303 1,918 1.4% 1.85% 237 -11,510 -18.32% Q4 2025 Feb 17, 2026
Legacy Wealth Partners, LLC History New 50,726 1,896 0.49% — 238 +50,726 New Q4 2025 Feb 17, 2026
GENESIS PRIVATE WEALTH, LLC History New 50,606 1,892 0.59% — 239 +50,606 New Q4 2025 Jan 08, 2026
SIMON QUICK ADVISORS, LLC History Reduced 50,328 1,882 0.08% 0.11% 240 -12,913 -20.42% Q4 2025 Jan 29, 2026
Advisory Services Network, LLC History Reduced 49,353 1,845 0.03% 0.03% 241 -1,100 -2.18% Q4 2025 Feb 17, 2026
State of Wisconsin - Board of Commissioners of Public Lands History No change 48,550 1,815 1.17% 1.17% 242 0 0.0% Q4 2025 Feb 05, 2026
Choate Investment Advisors History New 47,369 1,771 0.03% — 243 +47,369 New Q4 2025 Feb 09, 2026
Union Bancaire Privee, UBP SA History No change 47,000 1,759 0.02% 0.03% 244 0 0.0% Q4 2025 Jan 05, 2026
Atlas Legacy Advisors, LLC History Added to 46,961 1,756 0.31% 0.33% 245 +1,852 4.11% Q4 2025 Jan 29, 2026
High Net Worth Advisory Group LLC History Added to 46,945 1,755 0.4% 0.4% 246 +2,895 6.57% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 46,778 1,749 0.02% 0.01% 247 +18,006 62.58% Q4 2025 Jan 29, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 44,473 1,663 0.4% 0.4% 248 +1,271 2.94% Q4 2025 Feb 02, 2026
Procyon Advisors, LLC History Added to 44,404 1,660 0.08% 0.05% 249 +23,975 117.36% Q4 2025 Jan 07, 2026
Golden State Equity Partners History Added to 44,235 1,654 0.27% 0.25% 250 +4,695 11.87% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 43,769 1,645 0.14% 0.14% 251 +2,646 6.43% Q4 2025 Jan 20, 2026
Gotham Asset Management, LLC History Added to 43,121 1,612 0.01% 0.01% 252 +1,516 3.64% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 42,770 1,595 0.04% 0.03% 253 +2,491 6.18% Q4 2025 Feb 11, 2026
Windsor Capital Management, LLC History Added to 42,431 1,586 0.44% 0.41% 254 +3,203 8.17% Q4 2025 Jan 15, 2026
Brookstone Capital Management History Reduced 42,344 1,583 0.02% 0.02% 255 -10,990 -20.61% Q4 2025 Jan 15, 2026
CGN Advisors LLC History Added to 40,793 1,525 0.12% 0.11% 256 +5,086 14.24% Q4 2025 Jan 05, 2026
Tide Cove Capital Partners LLC History New 40,499 1,519 1.05% — 257 +40,499 New Q4 2025 Feb 10, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 40,200 1,503 0.9% 0.96% 258 +250 0.63% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 38,579 1,442 0.03% 0.03% 259 +2,787 7.79% Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 37,600 1,406 0.02% 0.02% 260 -2,207 -5.54% Q4 2025 Feb 10, 2026
VICUS CAPITAL History Reduced 37,560 1,404 0.11% 0.15% 261 -15,907 -29.75% Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History Added to 37,566 1,404 0.01% 0.01% 262 +851 2.32% Q4 2025 Feb 18, 2026
Braun-Bostich & Associates Inc. History Added to 37,345 1,396 0.86% 0.86% 263 +1,240 3.43% Q4 2025 Jan 14, 2026
Belpointe Asset Management LLC History Reduced 36,945 1,381 0.05% 0.08% 264 -17,949 -32.7% Q4 2025 Jan 27, 2026
BESSEMER GROUP INC History No change 36,803 1,376 0.0% 0.0% 265 0 0.0% Q4 2025 Feb 05, 2026
Sowell Financial Services LLC History Added to 36,526 1,365 0.05% 0.05% 266 +506 1.4% Q4 2025 Jan 21, 2026
Valeo Financial Advisors, LLC History Reduced 36,372 1,360 0.03% 0.03% 267 -324 -0.88% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 36,109 1,350 0.0% 0.0% 268 +1,138 3.25% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 35,977 1,345 0.03% 0.04% 269 +587 1.66% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Added to 35,435 1,333 0.03% 0.01% 270 +27,440 343.21% Q4 2025 Jan 28, 2026
Atria Investments, Inc History Reduced 35,577 1,330 0.02% 0.02% 271 -848 -2.33% Q4 2025 Feb 05, 2026
F/m Investments LLC History Added to 35,491 1,327 0.05% 0.01% 272 +27,413 339.35% Q4 2025 Feb 03, 2026
Silver Grove Financial Group, Inc. History Added to 35,212 1,316 1.14% 1.17% 273 +2,458 7.5% Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Added to 34,662 1,296 0.03% 0.02% 274 +18,688 116.99% Q4 2025 Feb 04, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 33,662 1,258 0.51% 0.58% 275 -2,158 -6.02% Q4 2025 Jan 22, 2026
Neumann Capital Management, LLC History Added to 33,260 1,243 0.36% 0.35% 276 +1,171 3.65% Q4 2025 Jan 14, 2026
Litman Gregory Wealth Management LLC History Reduced 33,043 1,235 0.09% 0.09% 277 -156 -0.47% Q4 2025 Feb 12, 2026
XY Planning Network, Inc. History New 32,385 1,211 0.21% — 278 +32,385 New Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Reduced 32,083 1,199 0.01% 0.02% 279 -3,491 -9.81% Q4 2025 Feb 02, 2026
Vestwell Advisors, LLC History Added to 31,900 1,192 0.18% 0.42% 280 +826 2.66% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Added to 31,583 1,181 0.03% 0.02% 281 +7,653 31.98% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Reduced 31,597 1,181 0.08% 0.08% 282 -606 -1.88% Q4 2025 Feb 20, 2026
Hexagon Capital Partners LLC History Added to 31,487 1,177 0.22% 0.22% 283 +3,015 10.59% Q4 2025 Feb 06, 2026
Moors & Cabot, Inc. History Added to 31,374 1,173 0.05% 0.05% 284 +2,519 8.73% Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 31,155 1,165 0.02% 0.0% 285 +29,574 1870.59% Q4 2025 Feb 05, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 30,951 1,157 0.67% 0.69% 286 -368 -1.18% Q4 2025 Jan 15, 2026
M Holdings Securities, Inc. History New 30,358 1,135 0.08% — 287 +30,358 New Q4 2025 Feb 11, 2026
Security Financial Services, INC. History Added to 30,368 1,135 0.18% 0.1% 288 +13,170 76.58% Q4 2025 Jan 27, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 30,325 1,134 0.0% 0.0% 289 -2,455 -7.49% Q4 2025 Feb 17, 2026
Decker Retirement Planning Inc. History Added to 28,917 1,081 0.54% 0.53% 290 +3,402 13.33% Q4 2025 Jan 26, 2026
PFG Advisors History Added to 28,841 1,078 0.05% 0.03% 291 +11,757 68.82% Q4 2025 Jan 27, 2026
BridgePort Financial Solutions, LLC History Added to 28,417 1,062 0.29% 0.2% 292 +8,609 43.46% Q4 2025 Jan 16, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 28,345 1,059 0.11% 0.12% 293 -38 -0.13% Q4 2025 Jan 28, 2026
Florida Trust Wealth Management Co History Added to 27,951 1,045 0.03% 0.02% 294 +7,798 38.69% Q4 2025 Jan 20, 2026
M&T BANK CORP History Added to 27,864 1,042 0.0% 0.0% 295 +2,378 9.33% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 26,916 1,006 0.0% 0.0% 296 +1,608 6.35% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 26,418 987 0.04% 0.04% 297 +501 1.93% Q4 2025 Feb 06, 2026
Investor's Fiduciary Advisor Network, LLC History New 26,289 983 0.21% — 298 +26,289 New Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 25,586 956 0.27% 0.33% 299 -2,731 -9.64% Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Reduced 25,060 937 0.05% 0.05% 300 -2,207 -8.09% Q4 2025 Feb 06, 2026
Winch Advisory Services, LLC History Added to 24,916 931 0.21% 0.21% 301 +553 2.27% Q4 2025 Feb 03, 2026
CAP Partners, LLC History Added to 24,879 930 0.53% 0.52% 302 +400 1.63% Q4 2025 Feb 04, 2026
Venturi Wealth Management, LLC History Reduced 24,740 925 0.04% 0.05% 303 -2,192 -8.14% Q4 2025 Jan 22, 2026
Portfolio Strategies, Inc. History Added to 24,538 917 0.11% 0.08% 304 +5,501 28.9% Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History Added to 24,488 915 0.01% 0.01% 305 +5,433 28.51% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History Reduced 24,463 914 0.03% 0.12% 306 -82,616 -77.15% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Reduced 24,161 903 0.02% 0.02% 307 -934 -3.72% Q4 2025 Feb 13, 2026
Equita Financial Network, Inc. History Added to 23,991 897 0.27% 0.16% 308 +11,263 88.49% Q4 2025 Jan 29, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 23,887 893 0.07% 0.06% 309 +2,220 10.25% Q4 2025 Feb 04, 2026
CONDOR CAPITAL MANAGEMENT History Added to 23,875 892 0.07% 0.07% 310 +3 0.01% Q4 2025 Feb 06, 2026
Advisory Alpha, LLC History Reduced 23,554 880 0.02% 0.03% 311 -7,244 -23.52% Q4 2025 Feb 06, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 23,326 872 0.06% 0.06% 312 +1,565 7.19% Q4 2025 Jan 14, 2026
Bryn Mawr Trust Advisors, LLC History New 23,214 868 0.04% — 313 +23,214 New Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Added to 23,138 865 0.03% 0.02% 314 +15,288 194.75% Q4 2025 Feb 04, 2026
Barnes Wealth Management Group, Inc History Added to 23,112 864 0.46% 0.48% 315 +70 0.3% Q4 2025 Feb 24, 2026
Mullooly Asset Management, Inc. History Added to 22,844 854 0.31% 0.29% 316 +2,597 12.83% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Added to 22,444 839 0.02% 0.02% 317 +122 0.55% Q4 2025 Feb 17, 2026
Arrowroot Family Office, LLC History Reduced 22,425 838 0.3% 0.34% 318 -397 -1.74% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 22,087 825 0.02% 0.01% 320 +10,493 90.5% Q4 2025 Feb 06, 2026
Ninety One North America, Inc. History Added to 22,070 825 0.03% 0.02% 319 +9,500 75.58% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Added to 21,463 803 0.01% 0.01% 321 +5,348 33.19% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History Added to 21,199 792 0.03% 0.03% 322 +405 1.95% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 20,575 769 0.0% 0.0% 323 +3,902 23.4% Q4 2025 Feb 11, 2026
Israel Discount Bank of New York History New 20,439 764 2.08% — 324 +20,439 New Q4 2025 Jan 28, 2026
Petix & Botte Co History No change 20,174 754 0.17% 0.18% 325 0 0.0% Q4 2025 Feb 05, 2026
Independent Wealth Network Inc. History Reduced 19,906 744 0.23% 0.25% 326 -890 -4.28% Q4 2025 Jan 26, 2026
Argent Trust Co History Added to 19,881 743 0.03% 0.02% 327 +5,231 35.71% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 19,722 737 0.02% 0.02% 328 +129 0.66% Q4 2025 Jan 06, 2026
RVW Wealth, LLC History Reduced 19,651 734 0.06% 0.06% 329 -850 -4.15% Q4 2025 Jan 12, 2026
Western Wealth Management, LLC History New 19,371 724 0.03% — 330 +19,371 New Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Added to 18,665 698 0.02% 0.02% 332 +1,140 6.5% Q4 2025 Feb 19, 2026
Summit Financial, LLC History Reduced 18,682 698 0.01% 0.01% 331 -970 -4.94% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Added to 18,603 695 0.01% 0.01% 333 +339 1.86% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 18,573 694 0.01% 0.01% 334 +1,511 8.86% Q4 2025 Feb 03, 2026
Cynosure Group, LLC History New 18,188 680 0.07% — 335 +18,188 New Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 17,946 671 0.12% 0.01% 336 +2,891 19.2% Q4 2025 Mar 04, 2026
Modera Wealth Management, LLC History Added to 17,853 667 0.01% 0.01% 337 +63 0.35% Q4 2025 Jan 21, 2026
Apella Capital, LLC History New 17,644 659 0.01% — 339 +17,644 New Q4 2025 Jan 21, 2026
Hilltop Holdings Inc. History Reduced 17,643 659 0.04% 0.04% 338 -2,141 -10.82% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 17,493 654 0.0% 0.0% 340 -213 -1.2% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 17,415 651 0.04% 0.15% 342 -37,048 -68.02% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 17,415 651 0.02% — 341 +17,415 New Q4 2025 Feb 13, 2026
Trivium Point Advisory, LLC History Added to 17,364 649 0.07% 0.04% 343 +5,853 50.85% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Reduced 17,012 636 0.01% 0.01% 344 -1,655 -8.87% Q4 2025 Jan 23, 2026
Clearwater Capital Advisors, LLC History New 16,819 628 0.05% — 346 +16,819 New Q4 2025 Feb 09, 2026
LAFFER TENGLER INVESTMENTS, INC. History New 16,813 628 0.1% — 345 +16,813 New Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 16,636 622 0.01% 0.04% 347 -70,248 -80.85% Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 16,450 615 0.01% — 348 +16,450 New Q4 2025 Feb 13, 2026
BEACON FINANCIAL GROUP History New 16,370 612 0.06% — 349 +16,370 New Q4 2025 Apr 01, 2026
Wakefield Asset Management LLLP History Added to 16,310 609 0.17% 0.17% 350 +60 0.37% Q4 2025 Feb 05, 2026
Euro Pacific Asset Management, LLC History No change 16,210 608 0.07% 0.07% 351 0 0.0% Q4 2025 Jan 21, 2026
Portside Wealth Group, LLC History Reduced 16,134 603 0.08% 0.09% 352 -1,308 -7.5% Q4 2025 Jan 21, 2026
Dorsey & Whitney Trust CO LLC History No change 16,000 598 0.03% 0.03% 353 0 0.0% Q4 2025 Feb 11, 2026
SHP Wealth Management History New 15,911 594 0.05% — 354 +15,911 New Q4 2025 Mar 04, 2026
Robertson Stephens Wealth Management, LLC History Added to 15,723 587 0.02% 0.01% 355 +9,068 136.26% Q4 2025 Feb 02, 2026
Liberty Capital Management, Inc. History No change 15,203 568 0.11% 0.11% 356 0 0.0% Q4 2025 Jan 26, 2026
EAGLE GLOBAL ADVISORS LLC History New 15,030 562 0.02% — 357 +15,030 New Q4 2025 Jan 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 14,630 547 0.2% 0.21% 358 +1,530 11.68% Q4 2025 Feb 12, 2026
Occidental Asset Management, LLC History Reduced 14,561 544 0.07% 0.09% 360 -5,409 -27.09% Q4 2025 Jan 08, 2026
Hillsdale Investment Management Inc. History Added to 14,570 544 0.02% 0.01% 359 +1,450 11.05% Q4 2025 Feb 10, 2026
MMBG INVESTMENT ADVISORS CO. History No change 14,440 539 0.05% 0.05% 361 0 0.0% Q4 2025 Feb 09, 2026
Symmetry Partners, LLC History Added to 14,359 536 0.03% 0.06% 362 +32 0.22% Q4 2025 Jan 27, 2026
Checchi Capital Advisers, LLC History New 14,287 534 0.03% — 363 +14,287 New Q4 2025 Jan 27, 2026
First PREMIER Bank History No change 14,200 531 0.12% 0.12% 364 0 0.0% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 14,158 529 0.01% 0.01% 365 +171 1.22% Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History Added to 14,131 528 0.17% 0.18% 366 +4 0.03% Q4 2025 Feb 02, 2026
Provident Wealth Management, LLC History Reduced 14,000 523 0.15% 0.16% 367 -208 -1.46% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 13,973 522 0.0% 0.0% 368 -495 -3.42% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History Added to 13,639 510 0.02% 0.01% 369 +3,493 34.43% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 13,405 501 0.01% 0.01% 370 -7,319 -35.32% Q4 2025 Feb 13, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 13,051 488 0.03% 0.02% 371 +5,646 76.25% Q4 2025 Feb 09, 2026
Ashton Thomas Private Wealth, LLC History Added to 12,972 485 0.01% 0.01% 372 +4,922 61.14% Q4 2025 Jan 29, 2026
Covestor Ltd History Added to 12,623 472 0.25% 0.24% 373 +1,169 10.21% Q4 2025 Feb 06, 2026
INVESTED ADVISORS History New 12,238 457 0.47% — 374 +12,238 New Q4 2025 Jan 26, 2026
MAI Capital Management History Reduced 11,888 444 0.0% 0.0% 375 -134 -1.11% Q4 2025 Feb 13, 2026
Douglass Winthrop Advisors, LLC History Reduced 11,700 437 0.01% 0.01% 376 -1,948 -14.27% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 11,637 435 0.03% 0.02% 377 -910 -7.25% Q4 2025 Jan 30, 2026
GWN SECURITIES INC. History Reduced 11,607 434 0.09% 0.12% 378 -1,620 -12.25% Q4 2025 Feb 11, 2026
PFG Investments, LLC History Added to 11,628 434 0.02% 0.02% 379 +594 5.38% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 11,536 431 0.03% 0.03% 380 +508 4.61% Q4 2025 Feb 12, 2026
Narus Financial Partners, LLC History Added to 11,329 423 0.12% 0.11% 381 +229 2.06% Q4 2025 Feb 09, 2026
HANCOCK WHITNEY CORP History No change 11,300 422 0.01% 0.01% 382 0 0.0% Q4 2025 Feb 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 11,234 420 0.12% 0.13% 383 -688 -5.77% Q4 2025 Feb 04, 2026
Kohmann Bosshard Financial Services, LLC History Added to 11,195 418 0.04% 0.04% 384 +28 0.25% Q4 2025 Jan 30, 2026
Global Retirement Partners, LLC History Added to 11,108 415 0.01% 0.01% 385 +1,511 15.74% Q4 2025 Feb 06, 2026
Brooklyn FI, LLC History Added to 11,115 415 0.09% 0.09% 386 +418 3.91% Q4 2025 Jan 21, 2026
Atlanta Consulting Group Advisors, LLC History Added to 11,027 412 0.09% 0.1% 387 +553 5.28% Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History Reduced 10,569 395 0.01% 0.01% 388 -555 -4.99% Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History Added to 10,508 393 0.0% 0.0% 389 +135 1.3% Q4 2025 Feb 11, 2026
WESTWOOD HOLDINGS GROUP INC History New 10,472 391 0.0% — 390 +10,472 New Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Reduced 10,205 381 0.04% 0.1% 391 -4,529 -30.74% Q4 2025 Feb 13, 2026
CAMBIENT FAMILY OFFICE, LLC History New 10,145 379 0.05% — 392 +10,145 New Q4 2025 Feb 20, 2026
AE Wealth Management LLC History Reduced 10,136 378 0.0% 0.0% 393 -166 -1.61% Q4 2025 Jan 26, 2026
COMMERCE BANK History Added to 10,108 377 0.0% 0.0% 394 +1,687 20.03% Q4 2025 Feb 13, 2026
Invesco Ltd. History New 10,000 373 0.0% — 395 +10,000 New Q4 2025 Feb 19, 2026
GUIDANCE CAPITAL, INC History New 9,766 367 0.09% — 396 +9,766 New Q4 2025 Jan 23, 2026
Syntegra Private Wealth Group, LLC History Reduced 9,747 364 0.03% 0.04% 398 -851 -8.03% Q4 2025 Feb 10, 2026
Carter Financial Group, INC. History Added to 9,748 364 0.22% 0.22% 397 +281 2.97% Q4 2025 Feb 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 9,709 363 0.06% 0.07% 399 -362 -3.59% Q4 2025 Jan 21, 2026
TFR Capital, LLC. History Reduced 9,704 362 0.12% 0.13% 401 -699 -6.72% Q4 2025 Jan 27, 2026
USAdvisors Wealth Management, LLC History No change 9,706 362 0.12% 0.13% 400 0 0.0% Q4 2025 Feb 05, 2026
NORDEN GROUP LLC History Reduced 9,680 361 0.04% 0.04% 402 -12 -0.12% Q4 2025 Jan 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 9,589 358 0.12% 0.2% 403 +1,065 12.49% Q4 2025 Jan 22, 2026
Retirement Wealth Solutions LLC History No change 9,597 358 0.23% 0.24% 404 0 0.0% Q4 2025 Jan 07, 2026
Geneos Wealth Management Inc. History Reduced 9,553 357 0.01% 0.01% 405 -462 -4.61% Q4 2025 Jan 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 9,478 354 0.0% 0.01% 406 +280 3.04% Q4 2025 Feb 10, 2026
Geometric Wealth Advisors History Added to 9,477 354 0.05% 0.05% 407 +213 2.3% Q4 2025 Feb 06, 2026
CPA Asset Management Group, LLC History No change 9,384 350 0.12% 0.14% 408 0 0.0% Q4 2025 Jan 13, 2026
UPTICK PARTNERS, LLC History New 9,185 343 0.07% — 409 +9,185 New Q4 2025 Feb 02, 2026
WEALTHGARDEN F.S. LLC History No change 9,114 343 0.23% 0.24% 410 0 0.0% Q4 2025 Feb 11, 2026
Westview Management dba Westview Investment Advisors History New 9,155 342 0.16% — 411 +9,155 New Q4 2025 Jan 09, 2026
Headlands Technologies LLC History Reduced 9,120 341 0.03% 0.1% 412 -23,089 -71.68% Q4 2025 Feb 13, 2026
Mattern Wealth Management LLC History No change 9,141 341 0.07% 0.07% 413 0 0.0% Q4 2025 Jan 16, 2026
HARBOUR INVESTMENTS, INC. History Reduced 9,117 340 0.01% 0.01% 414 -45 -0.49% Q4 2025 Feb 09, 2026
Rinkey Investments History No change 9,000 336 0.09% 0.09% 415 0 0.0% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Reduced 8,954 334 0.0% 0.0% 416 -931 -9.42% Q4 2025 Feb 03, 2026
Koshinski Asset Management, Inc. History No change 8,930 333 0.02% 0.02% 417 0 0.0% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 8,856 331 0.0% — 418 +8,856 New Q4 2025 Feb 18, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 8,759 327 0.02% 0.02% 419 -1,457 -14.26% Q4 2025 Jan 28, 2026
Adams Wealth Management History Added to 8,625 322 0.07% 0.06% 420 +1,432 19.91% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 8,625 322 0.06% 0.05% 421 +1,432 19.91% Q4 2025 Feb 18, 2026
Advisors Asset Management, Inc. History Added to 8,548 319 0.01% 0.0% 422 +4,493 110.8% Q4 2025 Feb 12, 2026
Aldebaran Financial Inc. History No change 8,500 318 0.29% 0.32% 423 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 8,414 314 0.0% — 424 +8,414 New Q4 2025 Feb 18, 2026
Genesee Capital Advisors, LLC History Added to 8,210 307 0.12% 0.13% 425 +37 0.45% Q4 2025 Jan 16, 2026
Savant Capital, LLC History New 7,995 298 0.0% — 426 +7,995 New Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History New 7,980 298 0.02% — 427 +7,980 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 7,940 296 0.02% 0.02% 428 +119 1.52% Q4 2025 Feb 05, 2026
Private Wealth Asset Management, LLC History No change 7,907 295 0.03% 0.04% 429 0 0.0% Q4 2025 Feb 10, 2026
Two West Capital Advisors LLC History Added to 7,864 294 0.17% 0.13% 430 +1,934 32.61% Q4 2025 Jan 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,845 293 0.01% 0.01% 431 -1,200 -13.27% Q4 2025 Feb 02, 2026
Diversified Portfolios, Inc. History Added to 7,757 290 0.02% 0.02% 432 +623 8.73% Q4 2025 Feb 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,643 285 0.02% 0.02% 433 +219 2.95% Q4 2025 Jan 26, 2026
Garde Capital, Inc. History No change 7,607 284 0.02% 0.01% 434 0 0.0% Q4 2025 Feb 10, 2026
TAGStone Capital, Inc. History Added to 7,521 281 0.1% 0.11% 435 +170 2.31% Q4 2025 Feb 10, 2026
Peak Retirement Planning, Inc. History New 7,440 278 0.07% — 437 +7,440 New Q4 2025 Feb 10, 2026
IRON Financial LLC History No change 7,453 278 0.13% 0.13% 436 0 0.0% Q4 2025 Jan 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 7,426 277 0.02% 0.03% 438 -1,419 -16.04% Q4 2025 Feb 03, 2026
Savvy Advisors, Inc. History New 7,362 275 0.01% — 440 +7,362 New Q4 2025 Jan 20, 2026
Quartz Partners, LLC History Added to 7,369 275 0.1% 0.1% 439 +122 1.68% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 7,307 273 0.01% 0.02% 441 +1,843 33.73% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 7,289 272 0.01% 0.05% 443 -17,663 -70.79% Q4 2025 Feb 13, 2026
DAVIDSON TRUST CO History Reduced 7,278 272 0.11% 0.12% 442 -613 -7.77% Q4 2025 Jan 27, 2026
Curi Capital, LLC History No change 7,250 271 0.0% 0.01% 444 0 0.0% Q4 2025 Feb 17, 2026
Petros Family Wealth, LLC History New 7,235 270 0.18% — 446 +7,235 New Q4 2025 Jan 14, 2026
Fourth Dimension Wealth, LLC History New 7,233 270 0.1% — 447 +7,233 New Q4 2025 Feb 04, 2026
Sound Income Strategies, LLC History Added to 7,192 270 0.01% 0.0% 445 +6,945 2811.74% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 7,148 267 0.0% 0.0% 448 +34 0.48% Q4 2025 Feb 17, 2026
Wilson & Boucher Capital Management, LLC History No change 7,100 265 0.17% 0.18% 449 0 0.0% Q4 2025 Feb 05, 2026
Freestone Capital Holdings, LLC History Reduced 7,074 264 0.01% 0.02% 450 -10,119 -58.86% Q4 2025 Jan 23, 2026
Pinion Investment Advisors, LLC History New 7,053 263 0.06% — 451 +7,053 New Q4 2025 Jan 29, 2026
ANCHYRA PARTNERS LLC History New 7,021 262 0.08% — 452 +7,021 New Q4 2025 Jan 29, 2026
ARWA LLC History New 7,006 261 0.15% — 453 +7,006 New Q4 2025 Feb 27, 2026
Capital Management Associates, Inc History New 6,797 254 0.06% — 454 +6,797 New Q4 2025 Jan 21, 2026
ASL Financial, LLC History New 6,710 250 0.2% — 455 +6,710 New Q4 2025 Jan 20, 2026
Federation des caisses Desjardins du Quebec History Added to 6,679 249 0.0% 0.0% 457 +2,517 60.48% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 6,621 249 0.0% 0.0% 456 +859 14.91% Q4 2025 Feb 10, 2026
KLCM Advisors, Inc. History New 6,634 248 0.02% — 458 +6,634 New Q4 2025 Feb 04, 2026
Rothschild Wealth LLC History Added to 6,580 246 0.02% 0.05% 460 +439 7.15% Q4 2025 Feb 17, 2026
Harbour Capital Advisors, LLC History Added to 6,595 246 0.05% 0.05% 459 +30 0.46% Q4 2025 Jan 07, 2026
Gladstone Institutional Advisory LLC History Reduced 6,520 243 0.01% 0.02% 462 -9,792 -60.03% Q4 2025 Feb 17, 2026
TCI Wealth Advisors, Inc. History Reduced 6,511 243 0.01% 0.02% 461 -373 -5.42% Q4 2025 Feb 02, 2026
Patten Group, Inc. History Reduced 6,354 237 0.04% 0.05% 463 -1 -0.02% Q4 2025 Jan 23, 2026
SCOTIA CAPITAL INC. History New 6,336 236 0.0% — 464 +6,336 New Q4 2025 Feb 12, 2026
MRP Capital Investments, LLC History Reduced 6,276 234 0.2% 0.22% 465 -459 -6.82% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Reduced 6,198 232 0.01% 0.01% 467 -178 -2.79% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 6,230 232 0.02% 0.02% 466 +24 0.39% Q4 2025 Jan 26, 2026
Acorn Wealth Advisors, LLC History New 6,169 230 0.07% — 468 +6,169 New Q4 2025 Feb 10, 2026
IVC Wealth Advisors LLC History Added to 6,177 230 0.1% 0.1% 469 +394 6.81% Q4 2025 Jan 16, 2026
G&S Capital LLC History Added to 6,101 228 0.08% 0.08% 470 +137 2.3% Q4 2025 Jan 28, 2026
FRG Family Wealth Advisors LLC History No change 6,100 228 0.04% 0.04% 471 0 0.0% Q4 2025 Jan 21, 2026
Hennion & Walsh Asset Management, Inc. History New 6,023 225 0.01% — 473 +6,023 New Q4 2025 Jan 14, 2026
L & S Advisors Inc History Added to 6,023 225 0.02% 0.02% 472 +16 0.27% Q4 2025 Feb 05, 2026
Boyd Wealth Management, LLC History New 5,969 223 0.09% — 474 +5,969 New Q4 2025 Jan 28, 2026
AIRE ADVISORS, LLC History Added to 5,933 221 0.04% 0.04% 475 +133 2.29% Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 5,828 217 0.01% 0.08% 477 -25,503 -81.4% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 5,827 217 0.0% 0.02% 476 -25,502 -81.4% Q4 2025 Feb 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 5,731 215 0.01% — 478 +5,731 New Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 5,697 213 0.0% 0.0% 479 +21 0.37% Q4 2025 Jan 16, 2026
Diversify Advisory Services, LLC History New 5,627 211 0.01% — 480 +5,627 New Q4 2025 Jan 23, 2026
KW WEALTH MANAGEMENT LLC History Reduced 5,613 209 0.32% 0.38% 481 -255 -4.35% Q4 2025 Feb 25, 2026
FLAGSTAR ADVISORS INC History New 5,583 208 0.07% — 482 +5,583 New Q4 2025 Jan 13, 2026
Farnam Financial LLC History Reduced 5,561 207 0.16% 0.22% 483 -2,099 -27.4% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 5,488 205 0.01% — 484 +5,488 New Q4 2025 Feb 09, 2026
PKS Advisory Services, LLC History Added to 5,482 205 0.05% 0.04% 485 +123 2.3% Q4 2025 Feb 02, 2026
Clayton Financial Group LLC History New 5,450 203 0.1% — 486 +5,450 New Q4 2025 Jan 21, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 5,410 202 0.15% 0.22% 487 -1,897 -25.96% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History New 5,360 200 0.01% — 488 +5,360 New Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 4,638 173 0.01% — 489 +4,638 New Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 4,640 173 0.0% 0.0% 490 +14 0.3% Q4 2025 Feb 13, 2026
Financial Network Wealth Advisors LLC History Reduced 4,233 158 0.16% 0.2% 491 -680 -13.84% Q4 2025 Feb 13, 2026
FIL Ltd History New 4,200 157 0.0% — 492 +4,200 New Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History New 4,195 156 0.02% — 493 +4,195 New Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History Added to 3,788 141 0.01% 0.01% 494 +870 29.81% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3,731 139 0.01% — 495 +3,731 New Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 3,716 138 0.02% — 496 +3,716 New Q4 2025 Feb 09, 2026
Ankerstar Wealth, LLC History New 3,464 129 0.13% — 497 +3,464 New Q4 2025 Feb 12, 2026
Allworth Financial LP History New 2,661 99 0.0% — 498 +2,661 New Q4 2025 Feb 05, 2026
Key FInancial Inc History Added to 2,669 99 0.02% 0.02% 499 +53 2.03% Q4 2025 Feb 09, 2026
Godfrey Financial Associates, Inc. History New 2,577 96 0.08% — 500 +2,577 New Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History New 2,536 94 0.0% — 501 +2,536 New Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 2,517 94 0.01% 0.01% 502 +506 25.16% Q4 2025 Jan 21, 2026
Westfuller Advisors, LLC History Added to 2,349 87 0.04% 0.01% 504 +1,758 297.46% Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Reduced 2,332 87 0.01% 0.01% 503 -331 -12.43% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 2,295 85 0.0% 0.0% 505 +74 3.33% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History No change 2,115 79 0.01% 0.01% 506 0 0.0% Q4 2025 Jan 23, 2026
Caldwell Trust Co History Added to 2,070 77 0.01% 0.0% 508 +729 54.36% Q4 2025 Jan 30, 2026
ORG Wealth Partners, LLC History No change 2,064 77 0.02% 0.02% 507 0 0.0% Q4 2025 Jan 14, 2026
Concord Wealth Partners History No change 1,987 74 0.01% 0.01% 509 0 0.0% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Added to 1,975 73 0.01% 0.0% 510 +945 91.75% Q4 2025 Jan 29, 2026
Olistico Wealth, LLC History New 1,936 72 0.04% — 511 +1,936 New Q4 2025 Jan 13, 2026
Dorato Capital Management History New 1,928 72 0.05% — 512 +1,928 New Q4 2025 Jan 16, 2026
Investors Research Corp History Added to 1,925 71 0.01% 0.01% 513 +7 0.36% Q4 2025 Jan 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,588 59 0.02% 0.02% 514 +36 2.32% Q4 2025 Jan 09, 2026
WHITTIER TRUST CO History Reduced 1,560 58 0.0% 0.0% 515 -393 -20.12% Q4 2025 Jan 26, 2026
Newbridge Financial Services Group, Inc. History No change 1,500 56 0.01% 0.01% 516 0 0.0% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Added to 1,497 55 0.0% 0.0% 517 +370 32.83% Q4 2025 Jan 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,425 53 0.0% — 518 +1,410 9400.0% Q4 2025 Feb 06, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,422 53 0.0% 0.0% 519 0 0.0% Q4 2025 Feb 12, 2026
ORG Partners LLC History Added to 1,401 52 0.01% 0.01% 520 +47 3.47% Q4 2025 Jan 14, 2026
Cape Investment Advisory, Inc. History Added to 1,286 48 0.01% 0.04% 521 +273 26.95% Q4 2025 Feb 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,242 46 0.0% 0.0% 522 -39 -3.04% Q4 2025 Jan 08, 2026
Signature Equity Partners, LLC History New 1,216 45 0.02% — 523 +1,216 New Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Added to 1,074 40 0.0% 0.0% 525 +49 4.78% Q4 2025 Jan 22, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,080 40 0.0% 0.0% 524 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Bancorp, Inc. History No change 1,046 39 0.01% 0.01% 526 0 0.0% Q4 2025 Jan 22, 2026
Arlington Trust Co LLC History No change 1,000 37 0.0% 0.01% 527 0 0.0% Q4 2025 Jan 30, 2026
Elyxium Wealth, LLC History New 971 36 0.01% — 528 +971 New Q4 2025 Feb 05, 2026
BOKF, NA History Reduced 916 34 0.0% 0.0% 529 -2,123 -69.86% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 923 34 0.0% 0.0% 530 +278 43.1% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 800 29 0.0% 0.0% 531 -83 -9.4% Q4 2025 Feb 03, 2026
IFC & Insurance Marketing, Inc. History New 734 27 0.03% — 532 +734 New Q4 2025 Feb 12, 2026
FIRST FINANCIAL CORP /IN/ History No change 702 26 0.01% 0.01% 533 0 0.0% Q4 2025 Jan 13, 2026
Front Row Advisors LLC History No change 670 25 0.01% 0.01% 534 0 0.0% Q4 2025 Feb 12, 2026
Fairscale Capital, LLC History No change 683 25 0.02% 0.02% 535 0 0.0% Q4 2025 Feb 17, 2026
FIDUCIARY ADVISORS, INC. History New 616 23 0.02% — 537 +616 New Q4 2025 Jan 27, 2026
MassMutual Private Wealth & Trust, FSB History No change 629 23 0.0% 0.0% 536 0 0.0% Q4 2025 Jan 07, 2026
Larson Financial Group LLC History Reduced 599 22 0.0% 0.0% 538 -152 -20.24% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 586 21 0.0% — 540 +586 New Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 571 21 0.01% — 541 +571 New Q4 2025 Feb 19, 2026
Wilmington Savings Fund Society, FSB History Added to 574 21 0.0% 0.0% 539 +2 0.35% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 558 20 0.0% 0.0% 542 -842 -60.14% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Reduced 543 20 0.0% 0.0% 543 -33 -5.73% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 548 20 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 17, 2026
YANKCOM Partnership History New 530 19 0.01% — 545 +530 New Q4 2025 Jan 20, 2026
Daiwa Securities Group Inc. History Added to 475 18 0.0% 0.0% 546 +161 51.27% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 469 17 0.0% 0.0% 547 +152 47.95% Q4 2025 Jan 05, 2026
Bank & Trust Co History No change 464 17 0.01% 0.01% 548 0 0.0% Q4 2025 Jan 13, 2026
Anchor Investment Management, LLC History Added to 449 16 0.0% 0.0% 550 +143 46.73% Q4 2025 Feb 26, 2026
CENTRAL TRUST Co History Added to 444 16 0.0% 0.0% 549 +15 3.5% Q4 2025 Feb 02, 2026
Bogart Wealth, LLC History No change 419 15 0.0% 0.0% 551 0 0.0% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 375 14 0.0% 0.0% 552 -339 -47.48% Q4 2025 Jan 26, 2026
Raleigh Capital Management Inc. History Reduced 368 13 0.0% 0.01% 553 -17 -4.42% Q4 2025 Jan 21, 2026
Compass Financial Services Inc History No change 363 13 0.01% 0.01% 554 0 0.0% Q4 2025 Feb 27, 2026
Golden State Wealth Management, LLC History Added to 344 12 0.0% 0.0% 555 +2 0.58% Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History Reduced 298 11 0.0% 0.02% 556 -2,202 -88.08% Q4 2025 Jan 29, 2026
True Wealth Design, LLC History New 300 11 0.0% — 558 +300 New Q4 2025 Jan 08, 2026
Colonial Trust Co / SC History No change 306 11 0.0% 0.0% 557 0 0.0% Q4 2025 Feb 12, 2026
Palouse Capital Management, Inc. History New 271 10 0.01% — 561 +271 New Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 286 10 0.0% 0.0% 559 +259 959.26% Q4 2025 Feb 02, 2026
HAZLETT, BURT & WATSON, INC. History Added to 262 10 0.0% 0.0% 560 +75 40.11% Q4 2025 Feb 10, 2026
Activest Wealth Management History Added to 276 10 0.0% 0.0% 564 +6 2.22% Q4 2025 Jan 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 269 10 0.0% 0.0% 562 0 0.0% Q4 2025 Feb 02, 2026
WOLFF WIESE MAGANA LLC History No change 272 10 0.01% 0.01% 563 0 0.0% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History New 253 9 0.0% — 567 +253 New Q4 2025 Feb 11, 2026
MCF Advisors LLC History No change 266 9 0.0% 0.0% 565 0 0.0% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 255 9 0.0% 0.0% 566 0 0.0% Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History Reduced 220 8 0.0% 0.0% 569 -261 -54.26% Q4 2025 Jan 16, 2026
TOMPKINS FINANCIAL CORP History No change 223 8 0.0% 0.0% 568 0 0.0% Q4 2025 Jan 08, 2026
Kilter Group LLC History Added to 207 7 0.0% 0.0% 572 +57 38.0% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History No change 213 7 0.0% 0.0% 570 0 0.0% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History No change 196 7 0.0% 0.0% 571 0 0.0% Q4 2025 Jan 12, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 209 7 0.01% 0.01% 573 0 0.0% Q4 2025 Feb 10, 2026
Gen-Wealth Partners Inc History Reduced 181 6 0.0% 0.01% 576 -219 -54.75% Q4 2025 Feb 13, 2026
TD Capital Management LLC History No change 164 6 0.0% 0.0% 574 0 0.0% Q4 2025 Feb 26, 2026
Piscataqua Savings Bank History No change 168 6 0.0% 0.0% 575 0 0.0% Q4 2025 Jan 16, 2026
Reyes Financial Architecture, Inc. History No change 176 6 0.0% 0.0% 577 0 0.0% Q4 2025 Jan 26, 2026
Wealth Enhancement Trust Services, Inc. History New 152 5 0.0% — 583 +152 New Q4 2025 Jan 27, 2026
Garton & Associates Financial Advisors LLC History New 143 5 0.0% — 585 +143 New Q4 2025 Feb 18, 2026
EQ WEALTH ADVISORS, LLC History New 142 5 0.0% — 582 +142 New Q4 2025 Feb 02, 2026
Key Capital Management, INC History New 142 5 0.0% — 584 +142 New Q4 2025 Jan 26, 2026
Ancora Advisors LLC History Added to 144 5 0.0% — 578 +140 3500.0% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 149 5 0.0% 0.0% 579 +81 119.12% Q4 2025 Jan 14, 2026
Archer Investment Corp History No change 137 5 0.0% 0.0% 580 0 0.0% Q4 2025 Jan 30, 2026
Twin Lakes Capital Management, LLC History No change 139 5 0.0% 0.0% 581 0 0.0% Q4 2025 Feb 04, 2026
Rossby Financial, LCC History Reduced 109 4 0.0% 0.0% 592 -289 -72.61% Q4 2025 Feb 12, 2026
Ransom Advisory, Ltd History New 124 4 0.0% — 593 +124 New Q4 2025 Jan 06, 2026
Winthrop Capital Management, LLC History Added to 108 4 0.0% 0.0% 591 +10 10.2% Q4 2025 Feb 10, 2026
SouthState Bank Corp History No change 108 4 0.0% 0.0% 586 0 0.0% Q4 2025 Feb 11, 2026
Towne Trust Company, N.A History No change 120 4 0.0% 0.0% 587 0 0.0% Q4 2025 Jan 26, 2026
FIRST COMMUNITY TRUST NA History No change 108 4 0.0% 0.0% 588 0 0.0% Q4 2025 Jan 16, 2026
Financial Management Professionals, Inc. History No change 119 4 0.0% 0.0% 589 0 0.0% Q4 2025 Jan 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 109 4 0.0% 0.0% 590 0 0.0% Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History New 98 3 0.0% — 596 +98 New Q4 2025 Jan 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 91 3 0.0% — 597 +91 New Q4 2025 Jan 28, 2026
Kozak & Associates, Inc. History New 82 3 0.0% — 595 +82 New Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Added to 82 3 0.0% 0.0% 594 +26 46.43% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 76 2 0.0% — 602 +76 New Q4 2025 Feb 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 76 2 0.0% — 608 +76 New Q4 2025 Feb 10, 2026
Spire Wealth Management History Reduced 67 2 0.0% 0.0% 606 -67 -50.0% Q4 2025 Jan 14, 2026
AMERIFLEX GROUP, INC. History New 67 2 0.0% — 611 +67 New Q4 2025 Feb 18, 2026
Team Financial Group, LLC History New 65 2 0.0% — 605 +65 New Q4 2025 Jan 13, 2026
DecisionPoint Financial, LLC History New 63 2 0.0% — 607 +63 New Q4 2025 Jan 29, 2026
EASTERN BANK History New 61 2 0.0% — 598 +61 New Q4 2025 Jan 14, 2026
Measured Wealth Private Client Group, LLC History New 57 2 0.0% — 599 +57 New Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History Reduced 79 2 0.0% 0.0% 600 -54 -40.6% Q4 2025 Jan 20, 2026
Dogwood Wealth Management LLC History Added to 60 2 0.0% — 610 +38 172.73% Q4 2025 Feb 04, 2026
CNB Bank History No change 60 2 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 11, 2026
Princeton Global Asset Management LLC History No change 75 2 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 20, 2026
Avion Wealth History No change 65 2 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 23, 2026
Murphy & Mullick Capital Management Corp History No change 69 2 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 35 1 0.0% 0.01% 617 -733 -95.44% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 50 1 0.0% — 614 +50 New Q4 2025 Feb 17, 2026
Kingdom Financial Group LLC. History New 47 1 0.0% — 619 +47 New Q4 2025 Feb 06, 2026
CURIO WEALTH, LLC History New 42 1 0.0% — 623 +42 New Q4 2025 Feb 11, 2026
Wilkerson Advisory Group LLC History New 31 1 0.0% — 624 +31 New Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History New 27 1 0.0% — 618 +27 New Q4 2025 Jan 15, 2026
Cornerstone Planning Group LLC History Added to 43 1 0.0% 0.0% 616 +16 59.26% Q4 2025 Feb 02, 2026
Coastline Trust Co History No change 48 1 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 05, 2026
Cheviot Value Management, LLC History No change 29 1 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 03, 2026
Rosenberg Matthew Hamilton History No change 31 1 0.0% 0.0% 615 0 0.0% Q4 2025 Jan 05, 2026
TD Waterhouse Canada Inc. History No change 49 1 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 27, 2026
LRI Investments, LLC History No change 39 1 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 04, 2026
Millstone Evans Group, LLC History No change 41 1 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Closed out 0 0 — 0.01% — -2,295,906 -100.0% Q3 2025 Nov 14, 2025
Logan Stone Capital, LLC History Closed out 0 0 — 15.09% — -879,417 -100.0% Q3 2025 Nov 14, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.36% — -848,610 -100.0% Q3 2025 Nov 12, 2025
PPM AMERICA INC/IL History Closed out 0 0 — 46.12% — -227,053 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.02% — -157,890 -100.0% Q3 2025 Nov 14, 2025
Monument Capital Management History Closed out 0 0 — 1.2% — -127,239 -100.0% Q3 2025 Oct 14, 2025
DRIVE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.61% — -76,021 -100.0% Q3 2025 Oct 31, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.36% — -75,147 -100.0% Q3 2025 Nov 12, 2025
Q3 Asset Management History Closed out 0 0 — 0.82% — -63,055 -100.0% Q3 2025 Oct 27, 2025
Rareview Capital LLC History Closed out 0 0 — 1.17% — -51,101 -100.0% Q3 2025 Nov 14, 2025
Corient Private Wealth LLC History Closed out 0 0 — 0.0% — -44,224 -100.0% Q3 2025 Nov 14, 2025
FDx Advisors, Inc. History Closed out 0 0 — 0.45% — -39,601 -100.0% Q3 2025 Nov 04, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -38,089 -100.0% Q3 2025 Oct 14, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.08% — -37,361 -100.0% Q3 2025 Oct 30, 2025
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 — 0.04% — -35,996 -100.0% Q3 2025 Oct 09, 2025
ROMAN BUTLER FULLERTON & CO History Closed out 0 0 — 0.33% — -32,953 -100.0% Q3 2025 Nov 06, 2025
XTX Topco Ltd History Closed out 0 0 — 0.06% — -28,425 -100.0% Q3 2025 Nov 14, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.02% — -18,580 -100.0% Q3 2025 Nov 14, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 — 0.05% — -16,604 -100.0% Q3 2025 Oct 15, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.1% — -12,260 -100.0% Q3 2025 Oct 22, 2025
GatePass Capital, LLC History Closed out 0 0 — 0.26% — -12,000 -100.0% Q3 2025 Oct 29, 2025
Jaffetilchin Investment Partners, LLC History Closed out 0 0 — 0.02% — -8,648 -100.0% Q3 2025 Nov 13, 2025
FIRST FINANCIAL BANKSHARES INC History Closed out 0 0 — 0.01% — -7,614 -100.0% Q3 2025 Nov 10, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.03% — -7,286 -100.0% Q3 2025 Nov 03, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.04% — -7,234 -100.0% Q3 2025 Oct 27, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.01% — -6,412 -100.0% Q3 2025 Nov 14, 2025
Bigelow Investment Advisors, LLC History Closed out 0 0 — 0.1% — -6,265 -100.0% Q3 2025 Oct 22, 2025
WBI INVESTMENTS, LLC History Closed out 0 0 — 0.06% — -6,098 -100.0% Q3 2025 Nov 20, 2025
DAYMARK WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -5,806 -100.0% Q3 2025 Oct 22, 2025
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -5,699 -100.0% Q3 2025 Nov 12, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.03% — -5,667 -100.0% Q3 2025 Oct 16, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 — 0.01% — -5,585 -100.0% Q3 2025 Nov 07, 2025
TSA Wealth Managment LLC History Closed out 0 0 — 0.07% — -5,425 -100.0% Q3 2025 Nov 10, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.03% — -5,325 -100.0% Q3 2025 Nov 13, 2025
BBR PARTNERS, LLC History Closed out 0 0 — 0.01% — -5,300 -100.0% Q3 2025 Nov 07, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -4,217 -100.0% Q3 2025 Nov 14, 2025
HARRIS ASSOCIATES L P History Closed out 0 0 — 0.0% — -3,795 -100.0% Q3 2025 Nov 14, 2025
Friedenthal Financial History Closed out 0 0 — 0.06% — -3,080 -100.0% Q3 2025 Oct 15, 2025
POM Investment Strategies, LLC History Closed out 0 0 — 0.03% — -1,425 -100.0% Q3 2025 Nov 12, 2025
Richardson Capital Management LLC History Closed out 0 0 — 0.01% — -836 -100.0% Q3 2025 Oct 31, 2025
Addison Advisors LLC History Closed out 0 0 — 0.01% — -626 -100.0% Q3 2025 Nov 07, 2025
Glass Jacobson Investment Advisors llc History Closed out 0 0 — 0.0% — -345 -100.0% Q3 2025 Oct 29, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 — 0.0% — -318 -100.0% Q3 2025 Nov 12, 2025
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -297 -100.0% Q3 2025 Oct 29, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -273 -100.0% Q3 2025 Oct 21, 2025
Seneschal Advisors, LLC History Closed out 0 0 — 0.01% — -202 -100.0% Q3 2025 Nov 14, 2025
Abound Wealth Management History Closed out 0 0 — 0.0% — -179 -100.0% Q3 2025 Oct 10, 2025
HANTZ FINANCIAL SERVICES, INC. History Reduced 8 0 — 0.0% — -137 -94.48% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Reduced 22 0 — 0.0% — -119 -84.4% Q4 2025 Feb 04, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -106 -100.0% Q3 2025 Nov 13, 2025
HM PAYSON & CO History Closed out 0 0 — 0.0% — -82 -100.0% Q3 2025 Oct 17, 2025
Carolina Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2025 Oct 07, 2025
BankPlus Trust Department History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Oct 17, 2025
Bear Mountain Capital, Inc. History Reduced 3 0 — 0.0% — -38 -92.68% Q4 2025 Jan 22, 2026
Richard W. Paul & Associates, LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2025 Nov 13, 2025
Navalign, LLC History New 25 0 — — — +25 New Q4 2025 Feb 05, 2026
Camelot Portfolios, LLC History New 23 0 — — — +23 New Q4 2025 Jan 29, 2026
ALERUS FINANCIAL NA History New 22 0 — — — +22 New Q4 2025 Feb 13, 2026
New Millennium Group LLC History Closed out 0 0 — — — -22 -100.0% Q3 2025 Nov 10, 2025
Quest 10 Wealth Builders, Inc. History Added to 24 0 — — — +17 242.86% Q4 2025 Jan 29, 2026
Private Wealth Management Group, LLC History Closed out 0 0 — — — -12 -100.0% Q3 2025 Oct 17, 2025
REAP Financial Group, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2025 Nov 06, 2025
OPTIMA CAPITAL LLC History New 9 0 — — — +9 New Q4 2025 Jan 23, 2026
Park Square Financial Group, LLC History New 8 0 — — — +8 New Q4 2025 Feb 05, 2026
Copia Wealth Management History New 6 0 — — — +6 New Q4 2025 Feb 06, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 6 0 — — — +6 New Q4 2025 Mar 05, 2026
WealthCollab, LLC History New 5 0 — — — +5 New Q4 2025 Jan 27, 2026
WINNOW WEALTH LLC History New 4 0 — — — +4 New Q4 2025 Feb 11, 2026
Keener Financial Planning LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Nov 07, 2025
HARBOR INVESTMENT ADVISORY, LLC History New 2 0 — — — +2 New Q4 2025 Jan 07, 2026
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2025 Nov 10, 2025
HOLLENCREST CAPITAL MANAGEMENT History No change 20 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 26, 2026
Biltmore Family Office, LLC History No change 21 0 — — — 0 0.0% Q4 2025 Feb 04, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Salomon & Ludwin, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Nalls Sherbakoff Group, LLC History No change 13 0 — — — 0 0.0% Q4 2025 Mar 12, 2026
N.E.W. Advisory Services LLC History No change 19 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Strategic Advocates LLC History No change 12 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History No change 20 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 12 0 — — — 0 0.0% Q4 2025 Feb 02, 2026