VANGUARD WORLD FUND - VDE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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
BANK OF AMERICA CORP /DE/ History Added to 1,994,368 251,130 0.02% 0.02% 1 +9,725 0.49% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 1,478,173 186,131 0.01% 0.01% 2 -134,328 -8.33% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,054,949 132,839 0.02% 0.03% 3 -52,496 -4.74% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 993,055 125,045 0.02% 0.02% 4 -47,258 -4.54% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Reduced 835,630 105,222 0.24% 0.25% 5 -17,247 -2.02% Q4 2025 Jan 30, 2026
LPL Financial LLC History Added to 813,753 102,467 0.03% 0.03% 6 +12,772 1.59% Q4 2025 Feb 11, 2026
Beacon Capital Management, Inc. History Reduced 797,700 100,446 5.37% 5.33% 7 -89,429 -10.08% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 782,845 98,575 0.08% — 8 +782,845 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 484,297 60,982 0.02% 0.02% 9 -14,291 -2.87% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 419,368 52,807 0.01% — 10 +419,368 New Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Added to 370,931 46,707 0.49% 0.47% 11 +30,766 9.04% Q4 2025 Feb 10, 2026
PGIM Custom Harvest LLC History Added to 349,241 43,976 0.65% 0.66% 12 +3,048 0.88% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 306,949 38,652 0.03% 0.04% 13 -8,457 -2.68% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 276,999 34,879 0.02% 0.02% 14 +14,856 5.67% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Added to 272,021 34,252 0.09% 0.09% 15 +27,227 11.12% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 262,767 33,087 0.04% 0.04% 16 -22,667 -7.94% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 223,667 28,176 0.04% 0.04% 17 +7,242 3.35% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 211,434 26,623 0.01% 0.01% 18 -9,137 -4.14% Q4 2025 Feb 18, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 211,153 26,588 0.41% 0.49% 19 0 0.0% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 202,684 25,521 0.03% 0.03% 20 -42,171 -17.22% Q4 2025 Feb 06, 2026
Ameritas Advisory Services, LLC History Added to 195,956 24,674 0.92% 0.03% 21 +192,404 5416.78% Q4 2025 Feb 04, 2026
AMERIPRISE FINANCIAL INC History Added to 184,442 23,225 0.01% 0.0% 22 +47,895 35.08% Q4 2025 Feb 17, 2026
GREENWOOD GEARHART INC History Added to 175,649 22,117 1.22% 1.19% 23 +11,107 6.75% Q4 2025 Feb 04, 2026
Greenline Partners, LLC History Added to 156,927 19,760 2.26% 1.64% 24 +49,782 46.46% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 146,984 18,508 0.03% 0.01% 25 +118,707 419.8% Q4 2025 Mar 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 142,837 17,986 0.4% 0.42% 26 +1,069 0.75% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Reduced 139,632 17,582 0.03% 0.03% 27 -827 -0.59% Q4 2025 Mar 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 137,664 17,335 0.03% 0.03% 28 -11,876 -7.94% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 129,190 16,268 0.04% 0.04% 29 +13,627 11.79% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 118,249 14,889 0.02% 0.02% 30 -13,102 -9.97% Q4 2025 Feb 12, 2026
Zuckerman Investment Group, LLC History Added to 117,426 14,786 1.32% 1.34% 31 +2,103 1.82% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History Reduced 113,420 14,281 1.2% 1.23% 32 -550 -0.48% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 103,860 13,078 0.01% 0.01% 33 -2,506 -2.36% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Reduced 101,241 12,748 0.0% 0.0% 34 -1,167 -1.14% Q4 2025 Feb 11, 2026
ALLEN WEALTH MANAGEMENT, LLC History Added to 100,132 12,608 7.59% 8.18% 35 +4,258 4.44% Q4 2025 Jan 23, 2026
CMH Wealth Management LLC History Added to 95,722 12,053 2.58% 2.56% 36 +104 0.11% Q4 2025 Jan 13, 2026
SWAN Capital LLC History Added to 93,608 11,787 4.58% 4.22% 37 +10,984 13.29% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Reduced 79,890 10,059 0.06% 0.06% 38 -418 -0.52% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 75,776 9,541 0.0% 0.0% 39 -41,444 -35.36% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 71,496 9,002 0.05% 0.08% 40 -35,940 -33.45% Q4 2025 Jan 29, 2026
BFSG, LLC History Reduced 70,238 8,844 0.86% 0.9% 41 -3,548 -4.81% Q4 2025 Jan 22, 2026
Creative Planning History Added to 70,223 8,842 0.01% 0.01% 42 +1,613 2.35% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 64,041 8,063 0.02% 0.02% 43 +5,052 8.56% Q4 2025 Feb 17, 2026
Roundview Capital LLC History Reduced 62,937 7,925 0.49% 0.51% 44 -950 -1.49% Q4 2025 Feb 09, 2026
Evelyn Partners Asset Management Ltd History Reduced 60,815 7,657 1.8% 1.74% 45 -454 -0.74% Q4 2025 Feb 13, 2026
Elgethun Capital Management History Added to 57,807 7,279 1.26% 1.21% 46 +4,777 9.01% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 55,474 6,985 0.02% 0.0% 47 +44,460 403.67% Q4 2025 Jan 26, 2026
Lido Advisors, LLC History Added to 53,101 6,684 0.02% 0.02% 48 +4,486 9.23% Q4 2025 Feb 10, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 52,996 6,673 0.21% 0.22% 49 -264 -0.5% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 51,941 6,540 0.0% 0.0% 50 +50,435 3348.94% Q4 2025 Feb 10, 2026
Richmond Brothers, Inc. History Reduced 51,914 6,536 4.16% 4.44% 51 -3,934 -7.04% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 51,777 6,519 0.02% 0.02% 52 +1,971 3.96% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 49,830 6,387 0.01% 0.01% 53 +1,279 2.63% Q4 2025 Jan 08, 2026
Argentarii, LLC History New 4,985 6,276 2.04% — 54 +4,985 New Q4 2025 Jan 13, 2026
Pathstone Holdings, LLC History New 49,226 6,198 0.02% — 55 +49,226 New Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 49,129 6,186 0.05% 0.04% 56 +8,748 21.66% Q4 2025 Jan 14, 2026
Stratos Wealth Advisors, LLC History Added to 47,096 5,930 0.29% 0.27% 57 +1,917 4.24% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Added to 45,895 5,779 0.07% 0.06% 58 +2,313 5.31% Q4 2025 Feb 05, 2026
CHOREO, LLC History Added to 45,275 5,732 0.07% 0.07% 59 +222 0.49% Q4 2025 Jan 23, 2026
Guardian Wealth Management, LLC History New 45,165 5,687 1.8% — 60 +45,165 New Q4 2025 Jan 20, 2026
M&T BANK CORP History Reduced 45,033 5,670 0.02% 0.02% 61 -2,079 -4.41% Q4 2025 Jan 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 43,242 5,444 0.07% 0.07% 62 +3,159 7.88% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 42,985 5,412 0.0% 0.0% 63 -5,839 -11.96% Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History Added to 42,323 5,329 1.9% 1.09% 64 +3,376 8.67% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 40,550 5,106 0.02% 0.02% 65 +356 0.89% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 40,253 5,068 0.0% 0.0% 66 -23,716 -37.07% Q4 2025 Mar 25, 2026
CITADEL ADVISORS LLC History Reduced 38,164 4,805 0.0% 0.0% 67 -5,310 -12.21% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 38,039 4,790 0.34% — 68 +38,039 New Q4 2025 Feb 11, 2026
GoalFusion Wealth Management, LLC History Reduced 36,825 4,636 2.14% 3.23% 69 -16,942 -31.51% Q4 2025 Jan 06, 2026
Beacon Pointe Advisors, LLC History Added to 36,765 4,629 0.03% 0.01% 70 +26,533 259.31% Q4 2025 Feb 18, 2026
Grove Bank & Trust History Reduced 36,335 4,575 0.51% 0.96% 73 -28,554 -44.0% Q4 2025 Jan 08, 2026
Cerity Partners LLC History Added to 36,335 4,575 0.01% 0.01% 71 +3,145 9.48% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Added to 36,338 4,575 0.37% 0.36% 72 +1,439 4.12% Q4 2025 Feb 26, 2026
FIFTH THIRD BANCORP History Reduced 36,086 4,543 0.01% 0.02% 74 -1,914 -5.04% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 35,805 4,508 0.01% 0.01% 75 +3,167 9.7% Q4 2025 Feb 17, 2026
LRI Investments, LLC History Added to 35,757 4,502 0.36% 0.33% 76 +3,296 10.15% Q4 2025 Feb 04, 2026
Keudell/Morrison Wealth Management History New 35,558 4,477 0.94% — 77 +35,558 New Q4 2025 Feb 06, 2026
CENTAURUS FINANCIAL, INC. History Reduced 35,227 4,436 0.2% 0.22% 78 -1,577 -4.28% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History New 33,421 4,208 0.07% — 79 +33,421 New Q4 2025 Feb 18, 2026
Prospera Financial Services Inc History Added to 33,172 4,184 0.07% 0.07% 80 +2,129 6.86% Q4 2025 Feb 09, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 32,977 4,152 0.48% 0.53% 81 0 0.0% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 32,419 4,082 0.14% 0.15% 82 +158 0.49% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Reduced 32,413 4,081 0.03% 0.03% 83 -2,518 -7.21% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 32,218 4,056 0.0% 0.0% 84 +6,456 25.06% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 32,100 4,042 0.0% 0.0% 85 +13,100 68.95% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Reduced 31,816 4,006 0.07% 0.07% 86 -173 -0.54% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 30,518 3,842 0.01% 0.01% 87 -280 -0.91% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 30,334 3,819 0.04% 0.06% 88 +1,087 3.72% Q4 2025 Jan 23, 2026
Focus Partners Wealth History Added to 29,873 3,761 0.0% 0.0% 89 +20,605 222.32% Q4 2025 Feb 13, 2026
Royal Fund Management, LLC History Added to 28,720 3,621 0.33% 0.3% 90 +8,831 44.4% Q4 2025 Jan 15, 2026
NATIXIS ADVISORS, LLC History Added to 28,694 3,613 0.01% 0.01% 91 +96 0.34% Q4 2025 Feb 10, 2026
Boxwood Ventures, Inc. History No change 27,720 3,490 3.51% 3.88% 92 0 0.0% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 27,428 3,453 0.09% 0.09% 93 -867 -3.06% Q4 2025 Jan 07, 2026
Silver Coast Investments LLC History Added to 26,791 3,373 1.16% 1.12% 94 +917 3.54% Q4 2025 Jan 27, 2026
Tranquilli Financial Advisor LLC History Reduced 26,697 3,361 1.95% 2.05% 95 -813 -2.96% Q4 2025 Jan 27, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 26,479 3,334 1.51% 1.54% 96 +508 1.96% Q4 2025 Jan 26, 2026
CX Institutional History Added to 26,043 3,279 0.1% 0.07% 97 +8,123 45.33% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Added to 25,880 3,258 0.08% 0.08% 98 +1,378 5.62% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Added to 25,757 3,243 0.0% 0.0% 99 +5,106 24.73% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 25,748 3,242 0.01% — 100 +25,748 New Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Reduced 25,644 3,229 0.07% 0.11% 101 -582 -2.22% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 25,490 3,209 0.08% 0.04% 102 +14,073 123.26% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Reduced 25,298 3,185 0.04% 0.04% 103 -92 -0.36% Q4 2025 Jan 26, 2026
Uptown Financial Advisors LLC History Added to 24,953 3,142 2.25% 2.5% 104 +893 3.71% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Reduced 24,692 3,109 0.04% 0.05% 105 -150 -0.6% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 24,628 3,101 0.01% 0.01% 106 +1,050 4.45% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History Reduced 24,257 3,054 0.14% 0.19% 107 -8,941 -26.93% Q4 2025 Feb 02, 2026
Mariner, LLC History Reduced 24,130 3,038 0.0% 0.0% 108 -699 -2.82% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 23,600 2,971 0.06% 0.06% 109 +4,166 21.44% Q4 2025 Feb 13, 2026
Chevy Chase Trust Holdings, LLC History Added to 23,553 2,965 0.01% 0.0% 110 +14,945 173.62% Q4 2025 Feb 13, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 23,216 2,923 1.06% — 111 +23,216 New Q4 2025 Mar 26, 2026
ASSETMARK, INC History Added to 22,956 2,890 0.01% 0.01% 112 +1,309 6.05% Q4 2025 Jan 23, 2026
Smallwood Wealth Investment Management, LLC History Reduced 22,762 2,866 1.5% 1.46% 113 -88 -0.39% Q4 2025 Jan 23, 2026
Cherry Creek Investment Advisors, Inc. History Added to 22,730 2,862 1.22% 1.23% 114 +50 0.22% Q4 2025 Jan 15, 2026
Strategic Investment Solutions, Inc. /IL History Added to 22,317 2,810 0.68% 0.69% 115 +1,447 6.93% Q4 2025 Feb 27, 2026
NewEdge Advisors, LLC History Added to 22,251 2,801 0.01% 0.01% 116 +1,471 7.08% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Reduced 22,141 2,788 0.03% 0.03% 117 -222 -0.99% Q4 2025 Jan 20, 2026
My Personal CFO, LLC History New 21,438 2,699 1.13% — 118 +21,438 New Q4 2025 Jan 15, 2026
Financial Freedom, LLC History Reduced 20,754 2,613 1.3% 1.49% 119 -3,085 -12.94% Q4 2025 Feb 17, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 20,702 2,606 0.59% 0.61% 120 +154 0.75% Q4 2025 Jan 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 20,439 2,573 0.04% 0.02% 121 +7,819 61.96% Q4 2025 Feb 12, 2026
Newport Capital Group, LLC History Added to 20,284 2,554 1.56% 1.46% 122 +1,856 10.07% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 20,031 2,522 0.01% 0.02% 123 -6,729 -25.15% Q4 2025 Feb 17, 2026
North Forty Two & Co. History Added to 19,967 2,514 2.37% 2.4% 124 +400 2.04% Q4 2025 Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 19,428 2,446 0.02% 0.02% 125 -1,920 -8.99% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 19,396 2,442 1.82% 1.75% 126 +1,267 6.99% Q4 2025 Jan 27, 2026
FMR LLC History Added to 19,371 2,439 0.0% 0.0% 127 +791 4.26% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 19,253 2,424 0.01% 0.01% 128 -1 -0.01% Q4 2025 Feb 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 18,692 2,353 0.09% 0.1% 129 -202 -1.07% Q4 2025 Feb 09, 2026
RFG HOLDINGS, INC. History Reduced 18,597 2,341 0.59% 0.66% 130 -1,602 -7.93% Q4 2025 Jan 23, 2026
Evolution Wealth Advisors, LLC History Reduced 18,463 2,324 0.23% 0.87% 131 -33,249 -64.3% Q4 2025 Jan 12, 2026
Avos Capital Management, LLC History Added to 18,218 2,294 1.0% 0.96% 132 +1,800 10.96% Q4 2025 Feb 13, 2026
Trinity Legacy Partners, LLC History Added to 18,207 2,292 0.53% 0.51% 133 +295 1.65% Q4 2025 Jan 26, 2026
ATLAS CAPITAL ADVISORS INC. History New 18,092 2,278 0.25% — 134 +18,092 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 18,057 2,273 0.0% 0.0% 135 +4,464 32.84% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 17,989 2,265 0.03% 0.03% 136 -161 -0.89% Q4 2025 Feb 03, 2026
COMERICA BANK History Reduced 17,958 2,261 0.01% 0.01% 137 -1,283 -6.67% Q4 2025 Jan 29, 2026
Pinnacle Financial Partners, Inc. History New 17,749 2,235 0.02% — 138 +17,749 New Q4 2025 Feb 18, 2026
FLOW TRADERS U.S. LLC History New 17,484 2,202 0.07% — 139 +17,484 New Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 17,321 2,181 0.04% 0.04% 140 +3,107 21.86% Q4 2025 Mar 12, 2026
Brookstone Capital Management History Added to 16,862 2,123 0.02% 0.02% 141 +1,129 7.18% Q4 2025 Jan 15, 2026
WBH ADVISORY INC History Reduced 16,733 2,107 0.16% 0.16% 142 -96 -0.57% Q4 2025 Jan 26, 2026
SYON CAPITAL LLC History Added to 16,365 2,060 0.1% 0.11% 143 +78 0.48% Q4 2025 Feb 11, 2026
PARK NATIONAL CORP /OH/ History Added to 15,903 2,002 0.06% 0.05% 144 +2,722 20.65% Q4 2025 Jan 05, 2026
Evelyn Partners Investment Management Services Ltd History Added to 15,870 1,998 0.25% 0.22% 145 +2,894 22.3% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,590 1,963 0.01% 0.01% 146 +1,253 8.74% Q4 2025 Feb 11, 2026
Indie Asset Partners, LLC History Reduced 15,296 1,926 2.15% 2.74% 147 -1,089 -6.65% Q4 2025 Feb 03, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 13,939 1,850 0.9% — 148 +13,939 New Q4 2025 Jan 09, 2026
FCA CORP /TX History Reduced 14,340 1,805 0.51% 0.54% 149 -1,009 -6.57% Q4 2025 Feb 11, 2026
Private Wealth Advisors, LLC History Reduced 14,317 1,802 0.58% 0.61% 150 -134 -0.93% Q4 2025 Feb 06, 2026
Axiom Financial Strategies, LLC History Reduced 14,244 1,793 0.75% 0.79% 151 -287 -1.98% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Reduced 13,346 1,754 0.16% 0.15% 152 -50 -0.37% Q4 2025 Jan 28, 2026
Evanson Asset Management, LLC History Added to 13,820 1,740 0.09% 0.1% 153 +38 0.28% Q4 2025 Jan 12, 2026
O'ROURKE & COMPANY, Inc History Reduced 13,719 1,727 0.67% 0.74% 154 -314 -2.24% Q4 2025 Jan 28, 2026
Main Street Financial Solutions, LLC History Added to 13,552 1,706 0.13% 0.09% 155 +2,740 25.34% Q4 2025 Feb 17, 2026
Hershey Financial Advisers, LLC History Reduced 13,466 1,695 1.43% 1.5% 156 -470 -3.37% Q4 2025 Feb 18, 2026
Elite Financial, Inc. History Reduced 13,452 1,693 0.77% 0.79% 157 -133 -0.98% Q4 2025 Feb 12, 2026
Capital Wealth Alliance, LLC History Reduced 11,123 1,682 0.72% 0.8% 158 -1,742 -13.54% Q4 2025 Feb 17, 2026
Goldstone Financial Group, LLC History Added to 13,353 1,681 0.19% 0.18% 159 +1,289 10.68% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Reduced 13,276 1,667 0.05% 0.05% 160 -63 -0.47% Q4 2025 Jan 30, 2026
TRUST CO OF OKLAHOMA History Reduced 13,229 1,665 0.49% 0.49% 161 -59 -0.44% Q4 2025 Jan 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 13,180 1,659 0.0% 0.0% 162 -196 -1.47% Q4 2025 Feb 17, 2026
Accel Wealth Management History Reduced 12,976 1,633 0.45% 0.57% 163 -2,660 -17.01% Q4 2025 Jan 20, 2026
SHUTTLEWORTH & Co History Added to 12,751 1,605 1.47% 1.44% 164 +143 1.13% Q4 2025 Feb 13, 2026
Global Strategic Investment Solutions, LLC History No change 12,746 1,604 0.16% 0.16% 165 0 0.0% Q4 2025 Jan 29, 2026
Global Retirement Partners, LLC History Added to 12,442 1,566 0.03% 0.03% 166 +1,970 18.81% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Reduced 12,424 1,564 0.01% 0.01% 167 -70 -0.56% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 12,379 1,558 0.0% 0.0% 168 +921 8.04% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 12,365 1,557 0.1% 0.11% 169 -815 -6.18% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Reduced 12,274 1,545 0.01% 0.01% 170 -677 -5.23% Q4 2025 Jan 28, 2026
Noble Family Wealth, LLC History Reduced 12,257 1,543 0.33% 0.37% 171 -1,078 -8.08% Q4 2025 Jan 07, 2026
Gibraltar Capital Management, Inc. History Added to 12,180 1,533 0.26% 0.24% 172 +1,710 16.33% Q4 2025 Feb 02, 2026
Curran Financial Partners, LLC History Reduced 12,079 1,520 0.29% 0.33% 173 -1,178 -8.89% Q4 2025 Jan 22, 2026
EP Wealth Advisors, LLC History New 11,899 1,498 0.01% — 174 +11,899 New Q4 2025 Feb 18, 2026
Blue Trust, Inc. History Added to 11,902 1,498 0.02% 0.02% 175 +722 6.46% Q4 2025 Jan 16, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 11,420 1,437 0.09% 0.09% 176 -42 -0.37% Q4 2025 Jan 23, 2026
FAS Wealth Partners, Inc. History Added to 11,301 1,423 0.09% 0.1% 177 +4 0.04% Q4 2025 Feb 18, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 11,131 1,401 0.03% 0.03% 178 -187 -1.65% Q4 2025 Feb 05, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 11,055 1,392 1.45% 1.38% 179 -79 -0.71% Q4 2025 Jan 20, 2026
CLUNE & ASSOCIATES, LTD. History Added to 11,040 1,390 0.3% 0.32% 180 +889 8.76% Q4 2025 Feb 09, 2026
Athena Investment Management History Added to 10,708 1,348 0.69% 0.67% 181 +422 4.1% Q4 2025 Feb 12, 2026
Resonant Capital Advisors, LLC History Reduced 10,575 1,331 0.07% 0.08% 182 -410 -3.73% Q4 2025 Jan 29, 2026
Essex Financial Services, Inc. History Added to 10,478 1,319 0.08% 0.08% 183 +18 0.17% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 10,394 1,308 0.07% 0.06% 184 +2,338 29.02% Q4 2025 Feb 05, 2026
STAPP WEALTH MANAGEMENT, PLLC History New 10,203 1,284 1.65% — 185 +10,203 New Q4 2025 Jan 21, 2026
Meridian Wealth Management, LLC History Added to 10,188 1,282 0.05% 0.05% 186 +80 0.79% Q4 2025 Feb 04, 2026
NWF Advisory Services Inc. History Added to 10,099 1,271 0.14% 0.13% 188 +380 3.91% Q4 2025 Mar 03, 2026
Sharper & Granite LLC History Reduced 10,098 1,271 0.45% 0.46% 187 -182 -1.77% Q4 2025 Jan 27, 2026
HRT FINANCIAL LP History Added to 10,047 1,265 0.0% 0.0% 189 +7,359 273.77% Q4 2025 Feb 12, 2026
LOWE BROCKENBROUGH & CO INC History Added to 9,981 1,256 0.06% 0.06% 190 +114 1.16% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History No change 9,783 1,256 0.01% 0.01% 191 0 0.0% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Reduced 9,964 1,254 0.03% 0.03% 192 -303 -2.95% Q4 2025 Feb 02, 2026
Waverly Advisors, LLC History Added to 9,867 1,242 0.01% 0.01% 193 +1,996 25.36% Q4 2025 Feb 17, 2026
Asset Management Group, Inc. History Added to 9,827 1,237 0.2% 0.2% 194 +75 0.77% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 9,823 1,236 0.02% 0.03% 195 -3,020 -23.51% Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History No change 9,752 1,227 0.08% 0.08% 196 0 0.0% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 9,735 1,225 0.01% 0.01% 197 +12 0.12% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Reduced 9,632 1,212 0.01% 0.01% 198 -190 -1.93% Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 9,569 1,204 0.03% 0.03% 199 -248 -2.53% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History Reduced 9,549 1,203 0.0% 0.0% 200 -111 -1.15% Q4 2025 Feb 05, 2026
Valeo Financial Advisors, LLC History Reduced 9,551 1,202 0.03% 0.03% 201 -174 -1.79% Q4 2025 Feb 04, 2026
Fisher Asset Management, LLC History Added to 9,484 1,194 0.0% 0.0% 202 +1,035 12.25% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Reduced 9,385 1,181 0.02% 0.03% 203 -8,074 -46.25% Q4 2025 Feb 02, 2026
Federation des caisses Desjardins du Quebec History Added to 9,355 1,177 0.0% 0.0% 204 +44 0.47% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 9,255 1,165 0.02% 0.02% 205 +254 2.82% Q4 2025 Jan 30, 2026
Rather & Kittrell, Inc. History No change 9,255 1,165 0.19% 0.2% 206 0 0.0% Q4 2025 Jan 28, 2026
First Heartland Consultants, Inc. History Reduced 9,131 1,149 0.09% 0.09% 207 -174 -1.87% Q4 2025 Jan 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 9,033 1,137 0.01% 0.01% 208 -131 -1.43% Q4 2025 Feb 12, 2026
Fiduciary Group, LLC History Reduced 8,749 1,101 0.09% 0.1% 209 -252 -2.8% Q4 2025 Feb 12, 2026
CALTON & ASSOCIATES, INC. History Added to 8,611 1,084 0.16% 0.16% 210 +29 0.34% Q4 2025 Feb 10, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 8,558 1,077 0.49% 0.5% 211 +100 1.18% Q4 2025 Jan 14, 2026
Comprehensive Money Management Services LLC History Reduced 8,553 1,077 0.74% 0.76% 212 -35 -0.41% Q4 2025 Jan 22, 2026
Merit Financial Group, LLC History Reduced 8,321 1,047 0.01% 0.01% 213 -160 -1.89% Q4 2025 Jan 26, 2026
Arrowroot Family Office, LLC History Added to 8,314 1,046 0.38% 0.39% 214 +574 7.42% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 8,249 1,038 0.03% 0.03% 215 -1,225 -12.93% Q4 2025 Jan 12, 2026
CoreCap Advisors, LLC History Reduced 8,245 1,038 0.04% 0.04% 216 -182 -2.16% Q4 2025 Jan 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 8,210 1,033 0.06% 0.36% 217 -46,401 -84.97% Q4 2025 Feb 06, 2026
Enclave Advisors LLC History Reduced 8,158 1,027 0.15% 0.18% 218 -1,208 -12.9% Q4 2025 Jan 14, 2026
Baker Ellis Asset Management LLC History Reduced 8,125 1,023 0.12% 0.18% 219 -3,560 -30.47% Q4 2025 Jan 21, 2026
55 North Private Wealth, LLC History New 8,000 1,007 0.27% — 220 +8,000 New Q4 2025 Jan 27, 2026
CITIGROUP INC History Added to 7,936 999 0.0% 0.0% 221 +843 11.88% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 7,930 998 0.0% 0.0% 222 +642 8.81% Q4 2025 Feb 12, 2026
Simmons Bank History No change 7,863 990 0.07% 0.07% 223 0 0.0% Q4 2025 Feb 05, 2026
Fee-Only Financial Planning, L.C. History No change 7,800 982 0.57% 0.57% 224 0 0.0% Q4 2025 Jan 26, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,758 976 0.02% 0.02% 225 +107 1.4% Q4 2025 Feb 12, 2026
TCI Wealth Advisors, Inc. History Reduced 7,734 973 0.05% 0.06% 226 -339 -4.2% Q4 2025 Feb 02, 2026
SONATA CAPITAL GROUP INC History Reduced 7,720 972 0.35% 0.37% 227 -320 -3.98% Q4 2025 Jan 26, 2026
NORTHERN TRUST CORP History Added to 7,641 962 0.0% 0.0% 228 +730 10.56% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,628 960 0.05% 0.06% 229 +114 1.52% Q4 2025 Jan 26, 2026
Simplicity Wealth,LLC History Reduced 7,579 954 0.06% 0.06% 230 -252 -3.22% Q4 2025 Jan 30, 2026
GTS SECURITIES LLC History New 7,544 949 0.03% — 231 +7,544 New Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 7,654 939 0.02% 0.02% 232 +26 0.34% Q4 2025 Feb 11, 2026
BAILARD, INC. History Added to 7,418 934 0.02% 0.01% 233 +3,829 106.69% Q4 2025 Feb 04, 2026
Point72 Asset Management, L.P. History New 7,400 931 0.0% — 234 +7,400 New Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 7,381 929 0.01% 0.0% 235 +975 15.22% Q4 2025 Feb 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 7,212 927 0.15% 0.15% 236 -41 -0.57% Q4 2025 Jan 08, 2026
&PARTNERS History Added to 7,012 923 0.0% 0.0% 237 +2,033 40.83% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Added to 7,282 916 0.1% 0.09% 238 +400 5.81% Q4 2025 Jan 27, 2026
FRG Family Wealth Advisors LLC History Reduced 7,245 912 0.14% 0.17% 239 -1,050 -12.66% Q4 2025 Jan 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,199 906 0.06% 0.06% 240 0 0.0% Q4 2025 Jan 26, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 7,179 903 0.34% 0.36% 241 -133 -1.82% Q4 2025 Jan 13, 2026
Praetorian Wealth Management, Inc. History Reduced 7,035 885 0.18% 0.76% 242 -22,540 -76.21% Q4 2025 Jan 14, 2026
Versant Capital Management, Inc History Added to 6,950 875 0.11% 0.12% 243 +15 0.22% Q4 2025 Jan 08, 2026
First Bancorp, Inc /ME/ History Reduced 6,895 868 0.46% 0.47% 244 -80 -1.15% Q4 2025 Jan 26, 2026
Krilogy Financial LLC History Added to 6,198 859 0.03% 0.03% 245 +492 8.62% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Added to 6,750 849 0.01% 0.01% 246 +302 4.68% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 6,645 836 0.04% 0.05% 247 -402 -5.7% Q4 2025 Jan 27, 2026
ALTFEST L J & CO INC History Reduced 6,606 831 0.09% 0.11% 248 -1,213 -15.51% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 6,598 830 0.0% — 249 +6,598 New Q4 2025 Feb 05, 2026
Blackston Financial Advisory Group, LLC History Added to 6,574 827 0.5% 0.47% 250 +288 4.58% Q4 2025 Feb 06, 2026
Mason Investment Advisory Services, Inc. History Added to 6,528 822 0.04% 0.04% 251 +3 0.05% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 6,505 819 0.0% 0.01% 252 +60 0.93% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 6,426 809 0.0% 0.0% 253 +1,405 27.98% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History Added to 6,384 803 0.01% 0.01% 254 +357 5.92% Q4 2025 Jan 21, 2026
COMMERCE BANK History Added to 6,365 801 0.0% 0.0% 255 +200 3.24% Q4 2025 Feb 13, 2026
Madison Wealth Partners, Inc History Added to 6,269 789 0.14% 0.15% 256 +267 4.45% Q4 2025 Feb 10, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,232 784 0.01% 0.01% 257 -290 -4.45% Q4 2025 Jan 21, 2026
Financial Perspectives, Inc History Reduced 6,223 783 0.21% 0.23% 258 -493 -7.34% Q4 2025 Jan 28, 2026
Focus Financial Network, Inc. History Added to 6,194 780 0.03% 0.03% 259 +2 0.03% Q4 2025 Jan 12, 2026
CGN Advisors LLC History Added to 6,193 779 0.06% 0.06% 260 +80 1.31% Q4 2025 Jan 05, 2026
Advisors Capital Management, LLC History Added to 6,167 776 0.01% 0.01% 261 +144 2.39% Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History Reduced 6,058 762 0.01% 0.02% 262 -320 -5.02% Q4 2025 Feb 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 6,035 759 0.02% 0.02% 263 -131 -2.12% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 6,025 758 0.08% 0.09% 264 -298 -4.71% Q4 2025 Jan 20, 2026
Windsor Advisory Group, LLC History Reduced 6,000 755 0.67% 0.68% 265 -82 -1.35% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History No change 5,982 753 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,698 717 0.04% 0.04% 267 0 0.0% Q4 2025 Jan 13, 2026
Vickerman Investment Advisors, Inc. History Reduced 5,690 716 0.14% 0.15% 268 -32 -0.56% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 5,662 712 0.0% 0.0% 269 +776 15.88% Q4 2025 Feb 17, 2026
VISTA INVESTMENT MANAGEMENT History Added to 5,642 710 0.23% 0.22% 270 +592 11.72% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Reduced 5,634 709 0.05% 0.06% 272 -1,987 -26.07% Q4 2025 Jan 22, 2026
Baird Financial Group, Inc. History Reduced 5,632 709 0.0% 0.0% 271 -49 -0.86% Q4 2025 Feb 13, 2026
SOL Capital Management CO History No change 5,600 705 0.06% 0.06% 273 0 0.0% Q4 2025 Jan 30, 2026
Excelsior Advisor Network LLC History New 5,574 701 0.34% — 274 +5,574 New Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 5,539 697 0.01% 0.01% 275 -1,434 -20.57% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History No change 5,494 691 0.07% 0.07% 276 0 0.0% Q4 2025 Feb 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 5,469 688 0.01% 0.02% 277 -514 -8.59% Q4 2025 Feb 19, 2026
Tranquility Partners, LLC History Reduced 5,440 685 0.25% 0.23% 278 -12 -0.22% Q4 2025 Feb 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 5,374 676 0.11% — 280 +5,374 New Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Added to 5,372 676 0.01% 0.01% 279 +25 0.47% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Added to 5,324 670 0.01% 0.0% 282 +921 20.92% Q4 2025 Feb 13, 2026
Cypress Wealth Services, LLC History Added to 5,324 670 0.09% 0.11% 283 +33 0.62% Q4 2025 Jan 14, 2026
Colony Family Offices, LLC History No change 5,323 670 0.17% 0.17% 281 0 0.0% Q4 2025 Jan 22, 2026
CORA CAPITAL ADVISORS LLC History Reduced 5,298 667 0.26% 0.29% 285 -180 -3.29% Q4 2025 Jan 28, 2026
VPR Management LLC History No change 5,300 667 0.3% 0.3% 284 0 0.0% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History No change 5,290 666 0.04% 0.04% 286 0 0.0% Q4 2025 Feb 06, 2026
Kohmann Bosshard Financial Services, LLC History No change 5,235 659 0.06% 0.07% 287 0 0.0% Q4 2025 Jan 30, 2026
Nordwand Advisors, LLC History No change 5,240 659 0.12% 0.1% 288 0 0.0% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Reduced 5,220 657 0.01% 0.01% 289 -2,586 -33.13% Q4 2025 Feb 13, 2026
MontVue Capital Management, Inc. History No change 5,218 657 0.44% 0.44% 290 0 0.0% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History New 5,182 652 0.01% — 291 +5,182 New Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Added to 5,158 649 0.03% 0.03% 292 +1,069 26.14% Q4 2025 Feb 04, 2026
Jacobs Equity LLC History New 5,140 647 0.62% — 293 +5,140 New Q4 2025 Feb 19, 2026
Raab & Moskowitz Asset Management LLC History Reduced 5,113 643 0.14% 0.14% 294 -3 -0.06% Q4 2025 Jan 20, 2026
TMB Capital Partners, LLC History New 4,981 627 0.21% — 295 +4,981 New Q4 2025 Feb 19, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 4,969 626 0.01% 0.01% 296 -1,989 -28.59% Q4 2025 Feb 10, 2026
John A. Wolfe & Associates, Inc. History New 4,969 625 0.34% — 297 +4,969 New Q4 2025 Mar 16, 2026
Financial Engines Advisors L.L.C. History Added to 4,943 622 0.0% 0.0% 298 +111 2.3% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Added to 4,867 612 0.01% 0.02% 299 +6 0.12% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 4,750 598 0.0% 0.0% 300 -151 -3.08% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 4,742 597 0.0% 0.0% 301 +623 15.13% Q4 2025 Feb 17, 2026
American Institute for Advanced Investment Management, LLP History Reduced 4,714 594 0.38% 0.48% 302 -1,064 -18.41% Q4 2025 Feb 04, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 4,707 592 0.31% — 304 +4,707 New Q4 2025 Feb 23, 2026
Klingman & Associates, LLC History No change 4,707 592 0.03% 0.03% 303 0 0.0% Q4 2025 Jan 29, 2026
JM2 Capital Inc. History New 4,650 585 0.47% — 305 +4,650 New Q4 2025 Jan 23, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 4,600 579 0.0% 0.0% 306 -25,100 -84.51% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History New 4,564 574 0.02% — 308 +4,564 New Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 4,566 574 0.0% 0.0% 307 -338 -6.89% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History Reduced 4,553 573 0.02% 0.03% 309 -3,371 -42.54% Q4 2025 Feb 05, 2026
Carnegie Investment Counsel History New 4,470 562 0.01% — 310 +4,470 New Q4 2025 Jan 23, 2026
Birchcreek Wealth Management, LLC History Added to 4,446 559 0.27% 0.27% 311 +231 5.48% Q4 2025 Jan 16, 2026
Summit Financial, LLC History Reduced 4,401 554 0.01% 0.01% 312 -45 -1.01% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 4,399 553 0.03% 0.02% 313 +654 17.46% Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4,390 552 0.01% 0.01% 314 -50 -1.13% Q4 2025 Feb 05, 2026
SITTNER & NELSON, LLC History Reduced 3,680 551 0.2% 0.17% 315 -50 -1.34% Q4 2025 Feb 11, 2026
GWN SECURITIES INC. History Added to 4,357 548 0.11% 0.12% 316 +159 3.79% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 4,330 545 0.04% 0.04% 317 -80 -1.81% Q4 2025 Feb 12, 2026
HOGE FINANCIAL SERVICES, LLC History Reduced 4,316 543 0.29% 0.39% 318 -1,034 -19.33% Q4 2025 Jan 29, 2026
PDS Planning, Inc History Added to 4,278 538 0.04% 0.04% 319 +3 0.07% Q4 2025 Jan 26, 2026
IVC Wealth Advisors LLC History Reduced 4,240 533 0.23% 0.26% 320 -320 -7.02% Q4 2025 Jan 16, 2026
UNION SAVINGS BANK History New 4,229 532 0.23% — 321 +4,229 New Q4 2025 Mar 06, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 4,163 527 0.04% 0.04% 322 +69 1.69% Q4 2025 Jan 15, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 4,176 525 0.22% 0.23% 323 -134 -3.11% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,153 523 0.01% 0.01% 325 +858 26.04% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,158 523 0.0% 0.0% 324 +162 4.05% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Reduced 3,961 521 0.01% 0.01% 326 -121 -2.96% Q4 2025 Jan 08, 2026
SCOTIA CAPITAL INC. History Reduced 4,101 516 0.0% 0.0% 327 -130 -3.07% Q4 2025 Feb 12, 2026
Brookwood Investment Group LLC History Reduced 4,096 515 0.06% 0.07% 328 -95 -2.27% Q4 2025 Jan 22, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 4,196 513 0.05% 0.05% 329 0 0.0% Q4 2025 Feb 13, 2026
Investment Research & Advisory Group, Inc. History Added to 4,060 511 0.17% 0.17% 330 +33 0.82% Q4 2025 Jan 20, 2026
EFG International AG History New 4,054 510 0.01% — 331 +4,054 New Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 4,034 507 0.0% 0.0% 332 -524 -11.5% Q4 2025 Feb 03, 2026
WPWealth LLP History No change 3,947 497 0.08% 0.08% 333 0 0.0% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History No change 3,900 491 0.05% 0.05% 334 0 0.0% Q4 2025 Jan 12, 2026
Snowden Capital Advisors LLC History Reduced 3,893 490 0.01% 0.01% 335 -365 -8.57% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,880 488 0.02% 0.01% 337 +1,977 103.89% Q4 2025 Jan 28, 2026
BOSTON FAMILY OFFICE LLC History Added to 3,874 488 0.03% 0.03% 336 +262 7.25% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 3,806 483 0.02% 0.02% 338 +20 0.53% Q4 2025 Jan 08, 2026
Global Wealth Management, LLC History Reduced 3,808 479 0.26% 0.4% 339 -2,267 -37.32% Q4 2025 Jan 26, 2026
Valtrion Capital Management, LLC History Reduced 3,807 479 0.48% 0.57% 340 -391 -9.31% Q4 2025 Feb 11, 2026
Independent Wealth Network Inc. History Reduced 3,796 478 0.15% 0.15% 341 -37 -0.97% Q4 2025 Jan 26, 2026
Verus Financial Partners, Inc. History Added to 3,424 474 0.04% 0.04% 342 +28 0.82% Q4 2025 Feb 02, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,740 470 0.03% 0.03% 343 0 0.0% Q4 2025 Jan 23, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,734 470 0.05% 0.05% 344 0 0.0% Q4 2025 Jan 09, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,104 465 0.07% 0.06% 345 0 0.0% Q4 2025 Feb 11, 2026
Safe Harbor Fiduciary, LLC History New 3,671 462 0.41% — 346 +3,671 New Q4 2025 Feb 17, 2026
Advantage Trust Co History No change 3,615 455 0.2% 0.21% 347 0 0.0% Q4 2025 Jan 29, 2026
HOLDERNESS INVESTMENTS CO History Reduced 3,596 452 0.09% 0.09% 348 -50 -1.37% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,587 451 0.0% — 349 +3,587 New Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 3,551 447 0.03% 0.02% 350 -139 -3.77% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History Added to 3,510 441 0.04% 0.04% 351 +400 12.86% Q4 2025 Feb 18, 2026
Disciplined Investments, LLC History Added to 3,500 440 0.17% 0.17% 352 +27 0.78% Q4 2025 Feb 05, 2026
Soltis Investment Advisors LLC History Added to 3,492 439 0.03% 0.02% 353 +825 30.93% Q4 2025 Apr 02, 2026
Wealthspire Retirement, LLC History Added to 3,484 438 0.03% 0.03% 354 +23 0.66% Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Reduced 3,436 432 0.0% 0.0% 355 -115 -3.24% Q4 2025 Jan 30, 2026
Avion Wealth History Reduced 3,401 428 0.09% 0.12% 356 -1,134 -25.01% Q4 2025 Jan 23, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 3,395 427 0.06% 0.06% 357 -55 -1.59% Q4 2025 Jan 14, 2026
Coppell Advisory Solutions LLC History Added to 3,372 426 0.04% 0.04% 358 +291 9.44% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,328 419 0.0% 0.0% 359 0 0.0% Q4 2025 Feb 12, 2026
Manchester Capital Management LLC History Reduced 3,300 415 0.06% 0.06% 360 -3 -0.09% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History No change 3,263 410 0.01% 0.01% 361 0 0.0% Q4 2025 Feb 09, 2026
Blume Capital Management, Inc. History No change 3,260 410 0.07% 0.08% 362 0 0.0% Q4 2025 Feb 05, 2026
Calder Financial LLC History New 3,203 403 0.4% — 363 +3,203 New Q4 2025 Jan 23, 2026
Indiana Trust & Investment Management Co History No change 3,200 402 0.12% 0.12% 364 0 0.0% Q4 2025 Jan 21, 2026
Focus Partners Advisor Solutions, LLC History Added to 3,154 397 0.0% 0.0% 365 +1,285 68.75% Q4 2025 Feb 11, 2026
United Advisor Group, LLC History Reduced 3,131 394 0.05% 0.09% 367 -2,181 -41.06% Q4 2025 Jan 26, 2026
BOS Asset Management, LLC History Reduced 3,130 394 0.11% 0.11% 366 -9 -0.29% Q4 2025 Jan 09, 2026
Smith Asset Management Co., LLC History Added to 3,120 392 0.32% 0.33% 368 +53 1.73% Q4 2025 Feb 19, 2026
Cambridge Advisors Inc. History No change 3,073 386 0.07% 0.08% 369 0 0.0% Q4 2025 Jan 21, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 3,058 385 0.08% 0.07% 370 -343 -10.09% Q4 2025 Feb 17, 2026
FreeGulliver LLC History New 3,042 383 0.14% — 371 +3,042 New Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 3,035 382 0.05% 0.05% 372 -214 -6.59% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Reduced 3,003 378 0.01% 0.01% 374 -304 -9.19% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Added to 3,005 378 0.01% 0.01% 373 +151 5.29% Q4 2025 Feb 03, 2026
One Charles Private Wealth Services, LLC History Added to 3,004 378 0.1% 0.1% 375 +21 0.7% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 2,996 377 0.01% 0.01% 377 +175 6.2% Q4 2025 Jan 23, 2026
Caprock Group, LLC History No change 2,994 377 0.01% 0.01% 376 0 0.0% Q4 2025 Jan 28, 2026
Capital Analysts, LLC History Reduced 2,970 374 0.01% 0.01% 378 -426 -12.54% Q4 2025 Feb 11, 2026
Certified Advisory Corp History Reduced 2,933 369 0.03% 0.04% 379 -539 -15.52% Q4 2025 Jan 12, 2026
Provenance Wealth Advisors, LLC History No change 2,936 369 0.04% 0.05% 380 0 0.0% Q4 2025 Jan 26, 2026
Ted Buchan & Co History New 2,918 367 0.13% — 381 +2,918 New Q4 2025 Feb 11, 2026
Sherry Group, Inc. History New 2,894 366 0.38% — 382 +2,894 New Q4 2025 Feb 05, 2026
J. Safra Sarasin Holding AG History No change 2,900 365 0.01% 0.01% 383 0 0.0% Q4 2025 Jan 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 2,891 364 0.2% 0.2% 385 +20 0.7% Q4 2025 Feb 05, 2026
SteelPeak Wealth, LLC History No change 2,896 364 0.01% 0.01% 384 0 0.0% Q4 2025 Jan 20, 2026
Diesslin Group, Inc. History New 2,889 363 0.14% — 387 +2,889 New Q4 2025 Feb 25, 2026
Garde Capital, Inc. History No change 2,884 363 0.02% 0.02% 386 0 0.0% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Reduced 2,867 361 0.0% 0.0% 388 -492 -14.65% Q4 2025 Jan 29, 2026
SC&H Financial Advisors, Inc. History Added to 2,860 360 0.06% 0.06% 389 +7 0.25% Q4 2025 Jan 21, 2026
Cove Private Wealth, LLC History Reduced 2,838 357 0.11% 0.11% 390 -1 -0.04% Q4 2025 Jan 23, 2026
Trinity Financial Advisors LLC History Reduced 2,790 351 0.1% 0.15% 393 -1,352 -32.64% Q4 2025 Jan 13, 2026
AVALON CAPITAL MANAGEMENT History No change 2,793 351 0.08% 0.09% 391 0 0.0% Q4 2025 Feb 11, 2026
BSW Wealth Partners History No change 2,789 351 0.04% 0.04% 392 0 0.0% Q4 2025 Jan 23, 2026
Idaho Trust Co History Reduced 2,754 346 0.11% 0.14% 394 -612 -18.18% Q4 2025 Feb 05, 2026
TRITONPOINT WEALTH, LLC History Reduced 2,745 345 0.03% 0.03% 395 -2 -0.07% Q4 2025 Jan 20, 2026
Kovack Advisors, Inc. History Added to 2,733 344 0.02% 0.03% 396 +71 2.67% Q4 2025 Feb 17, 2026
Yoder Wealth Management, Inc. History Reduced 2,733 344 0.16% 0.16% 397 -16 -0.58% Q4 2025 Jan 22, 2026
RBA Wealth Management, LLC History Added to 2,728 343 0.12% 0.11% 399 +128 4.92% Q4 2025 Jan 26, 2026
Trust Point Inc. History No change 2,731 343 0.03% 0.03% 398 0 0.0% Q4 2025 Jan 13, 2026
Integrated Wealth Concepts LLC History Reduced 2,712 341 0.0% 0.0% 400 -852 -23.91% Q4 2025 Feb 13, 2026
Financial & Tax Architects, LLC History Added to 2,704 340 0.08% 0.07% 401 +25 0.93% Q4 2025 Jan 21, 2026
COWA, LLC History No change 2,700 339 0.1% 0.11% 402 0 0.0% Q4 2025 Feb 12, 2026
Chemistry Wealth Management LLC History No change 2,699 339 0.06% 0.07% 403 0 0.0% Q4 2025 Jan 06, 2026
Peterson Wealth Advisors, LLC History New 2,680 337 0.04% — 404 +2,680 New Q4 2025 Jan 09, 2026
Disciplined Investors, L.L.C. History Reduced 2,682 337 0.22% 0.26% 405 -180 -6.29% Q4 2025 Feb 10, 2026
Compass Financial Group, INC/SD History Reduced 2,664 335 0.05% 0.07% 406 -1,066 -28.58% Q4 2025 Jan 27, 2026
Strategic Advocates LLC History Added to 2,646 335 0.09% 0.09% 407 +20 0.76% Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Reduced 2,570 323 0.01% 0.01% 408 -30 -1.15% Q4 2025 Feb 10, 2026
HANOVER ADVISORS INC History No change 2,561 322 0.13% 0.12% 409 0 0.0% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History New 2,540 319 0.02% — 411 +2,540 New Q4 2025 Jan 20, 2026
Intellectus Partners, LLC History Added to 2,540 319 0.06% 0.05% 410 +310 13.9% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 2,532 318 0.02% 0.01% 412 +616 32.15% Q4 2025 Jan 20, 2026
Bayshore Capital Advisors, LLC History New 2,522 317 0.16% — 413 +2,522 New Q4 2025 Feb 05, 2026
WESCAP Management Group, Inc. History New 2,502 315 0.06% — 414 +2,502 New Q4 2025 Feb 11, 2026
Gibson Wealth Advisors LLC History No change 2,500 314 0.22% 0.22% 415 0 0.0% Q4 2025 Jan 13, 2026
MYECFO, LLC History No change 2,487 313 0.13% 0.14% 416 0 0.0% Q4 2025 Jan 12, 2026
Capital Advantage, Inc. History Added to 2,456 309 0.04% 0.05% 417 +8 0.33% Q4 2025 Jan 07, 2026
Headlands Technologies LLC History New 2,449 308 0.03% — 419 +2,449 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,450 308 0.0% 0.0% 418 -32 -1.29% Q4 2025 Feb 13, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 2,435 306 0.09% 0.1% 421 -115 -4.51% Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Added to 2,438 306 0.07% 0.06% 420 +98 4.19% Q4 2025 Feb 02, 2026
Sequent Planning LLC History Added to 2,436 306 0.08% 0.09% 422 +1 0.04% Q4 2025 Feb 05, 2026
Rockbridge Investment Management, LCC History Reduced 2,425 305 0.03% 0.03% 423 -187 -7.16% Q4 2025 Feb 04, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 2,428 305 0.04% 0.04% 424 +1 0.04% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History No change 2,405 302 0.01% 0.01% 425 0 0.0% Q4 2025 Jan 15, 2026
Nilsine Partners, LLC History Added to 2,373 298 0.03% 0.02% 426 +171 7.77% Q4 2025 Jan 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,363 297 0.01% 0.01% 427 -503 -17.55% Q4 2025 Feb 09, 2026
Sound View Wealth Advisors Group, LLC History Added to 2,352 296 0.02% 0.02% 428 +250 11.89% Q4 2025 Jan 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,340 294 0.03% 0.03% 429 0 0.0% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History Reduced 2,318 291 0.02% 0.03% 430 -1,522 -39.64% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,305 290 0.0% 0.0% 431 -112 -4.63% Q4 2025 Feb 09, 2026
Covestor Ltd History Added to 2,301 290 0.15% 0.15% 433 +104 4.73% Q4 2025 Feb 06, 2026
Northside Capital Management, LLC History No change 2,308 290 0.03% 0.03% 432 0 0.0% Q4 2025 Jan 07, 2026
BROWN ADVISORY INC History Reduced 2,295 288 0.0% 0.0% 434 -297 -11.46% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 2,130 286 0.01% 0.0% 435 +1,826 600.66% Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,264 285 0.0% 0.0% 436 +99 4.57% Q4 2025 Feb 17, 2026
Collaborative Wealth Managment Inc. History No change 2,241 282 0.1% 0.11% 437 0 0.0% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 1,776 279 0.22% — 440 +1,776 New Q4 2025 Mar 02, 2026
Caitlin John, LLC History Added to 2,222 279 0.18% 0.19% 439 +27 1.23% Q4 2025 Feb 18, 2026
CRA Financial Services, LLC History No change 2,217 279 0.04% 0.04% 438 0 0.0% Q4 2025 Jan 16, 2026
Firestone Capital Management History No change 2,202 277 0.06% 0.06% 441 0 0.0% Q4 2025 Feb 09, 2026
Black Diamond Financial, LLC History No change 2,198 276 0.03% 0.03% 442 0 0.0% Q4 2025 Feb 03, 2026
SENTINEL TRUST CO LBA History No change 2,170 273 0.03% 0.03% 443 0 0.0% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Reduced 2,153 271 0.01% 0.01% 444 -42 -1.91% Q4 2025 Jan 14, 2026
Aptus Capital Advisors, LLC History Added to 2,150 270 0.0% 0.0% 446 +102 4.98% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History No change 2,147 270 0.01% 0.02% 445 0 0.0% Q4 2025 Feb 11, 2026
Welch Group, LLC History Reduced 2,141 269 0.01% 0.01% 447 -26 -1.2% Q4 2025 Jan 26, 2026
Fischer Financial Services, Inc. History Reduced 2,128 267 0.07% 0.1% 448 -850 -28.54% Q4 2025 Feb 06, 2026
Plan Group Financial, LLC History Added to 2,115 266 0.07% 0.07% 450 +66 3.22% Q4 2025 Feb 03, 2026
NorthLanding Financial Partners, LLC History No change 2,114 266 0.21% 0.22% 449 0 0.0% Q4 2025 Jan 26, 2026
RWA WEALTH PARTNERS, LLC History Added to 2,112 265 0.0% 0.0% 451 +47 2.28% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 2,100 264 0.03% — 452 +2,100 New Q4 2025 Jan 30, 2026
Roble, Belko & Company, Inc History Added to 2,086 263 0.03% 0.04% 453 +8 0.38% Q4 2025 Jan 12, 2026
KDK Private Wealth Management, LLC History Reduced 2,085 262 0.23% 0.27% 455 -74 -3.43% Q4 2025 Feb 12, 2026
Opus Capital Group, LLC History Added to 2,079 262 0.03% 0.03% 454 +5 0.24% Q4 2025 Jan 30, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 2,072 260 0.02% — 457 +2,072 New Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 2,070 260 0.01% 0.01% 456 -715 -25.67% Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History Added to 2,050 258 0.03% 0.03% 458 +362 21.45% Q4 2025 Feb 12, 2026
Triumph Capital Management History Reduced 2,029 255 0.06% 0.07% 459 -56 -2.69% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History No change 2,016 253 0.01% 0.01% 460 0 0.0% Q4 2025 Feb 13, 2026
Claret Asset Management Corp History New 2,000 252 0.03% — 461 +2,000 New Q4 2025 Feb 11, 2026
FLC Capital Advisors History No change 2,000 251 0.05% 0.05% 462 0 0.0% Q4 2025 Feb 11, 2026
Prostatis Group LLC History Reduced 1,980 249 0.06% 0.07% 463 -99 -4.76% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 1,972 248 0.0% — 466 +1,972 New Q4 2025 Jan 28, 2026
Ausdal Financial Partners, Inc. History Added to 1,976 248 0.01% 0.01% 465 +268 15.69% Q4 2025 Feb 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 1,975 248 0.01% 0.01% 464 0 0.0% Q4 2025 Feb 04, 2026
Walkner Condon Financial Advisors LLC History No change 1,957 246 0.03% 0.04% 467 0 0.0% Q4 2025 Jan 21, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,750 244 0.33% 0.13% 469 +1,050 150.0% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Reduced 1,764 244 0.01% 0.01% 468 -70 -3.82% Q4 2025 Jan 28, 2026
Freestone Capital Holdings, LLC History No change 1,932 243 0.01% 0.01% 470 0 0.0% Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History No change 1,894 238 0.01% 0.01% 471 0 0.0% Q4 2025 Jan 30, 2026
WARNER FINANCIAL, INC History Added to 1,871 236 0.08% 0.09% 472 +8 0.43% Q4 2025 Jan 21, 2026
Nicholas Hoffman & Company, LLC. History New 1,857 233 0.01% — 473 +1,857 New Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,851 233 0.0% 0.0% 474 -280 -13.14% Q4 2025 Feb 06, 2026
Petix & Botte Co History No change 1,844 232 0.05% 0.05% 475 0 0.0% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 1,841 231 0.0% 0.0% 476 +241 15.06% Q4 2025 Feb 09, 2026
Total Clarity Wealth Management, Inc. History Reduced 1,834 230 0.06% 0.08% 478 -475 -20.57% Q4 2025 Feb 02, 2026
Berkeley Capital Partners, LLC History Reduced 1,833 230 0.05% 0.05% 477 -11 -0.6% Q4 2025 Feb 05, 2026
Twelve Points Wealth Management LLC History No change 1,745 228 0.05% 0.05% 479 0 0.0% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Reduced 1,811 227 0.0% 0.0% 481 -353 -16.31% Q4 2025 Jan 22, 2026
CWA Asset Management Group, LLC History Reduced 1,806 227 0.01% 0.01% 480 -1 -0.06% Q4 2025 Jan 07, 2026
Sharp Wealth Advisory, LLC History New 1,800 226 0.11% — 483 +1,800 New Q4 2025 Jan 16, 2026
Strait & Sound Wealth Management LLC History Reduced 1,795 226 0.08% 0.11% 485 -485 -21.27% Q4 2025 Feb 04, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 1,801 226 0.1% 0.1% 484 +14 0.78% Q4 2025 Jan 29, 2026
GFS Advisors, LLC History No change 1,800 226 0.03% 0.03% 482 0 0.0% Q4 2025 Feb 11, 2026
DRW Securities, LLC History New 1,789 225 0.01% — 486 +1,789 New Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 1,780 224 0.0% 17.48% 487 -28,135 -94.05% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 1,781 224 0.01% 0.01% 488 +163 10.07% Q4 2025 Jan 26, 2026
Security Financial Services, INC. History Added to 1,775 223 0.04% 0.03% 489 +57 3.32% Q4 2025 Jan 27, 2026
Arsenal Capital Advisors LLC History New 1,761 221 0.16% — 490 +1,761 New Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History No change 1,741 219 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 17, 2026
Boltwood Capital Management History Reduced 1,734 218 0.06% 0.06% 492 -35 -1.98% Q4 2025 Jan 02, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 1,700 214 0.01% 0.0% 493 +1,600 1600.0% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 1,704 214 0.01% 0.01% 494 -39 -2.24% Q4 2025 Feb 13, 2026
McClarren Financial Advisors, Inc. History Reduced 1,128 211 0.13% 0.13% 496 -421 -27.18% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History No change 1,681 211 0.01% 0.01% 495 0 0.0% Q4 2025 Jan 14, 2026
MATAURO, LLC History New 1,669 210 0.03% — 498 +1,669 New Q4 2025 Jan 16, 2026
Trajan Wealth LLC History No change 1,671 210 0.01% 0.01% 497 0 0.0% Q4 2025 Feb 06, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 1,650 207 0.17% 0.17% 499 0 0.0% Q4 2025 Feb 03, 2026
Wilson & Boucher Capital Management, LLC History No change 1,650 207 0.14% 0.14% 500 0 0.0% Q4 2025 Feb 05, 2026
Inscription Capital, LLC History Added to 1,634 205 0.02% 0.02% 501 +16 0.99% Q4 2025 Jan 29, 2026
VICTORY FINANCIAL GROUP, LLC History No change 1,629 205 0.03% 0.03% 502 0 0.0% Q4 2025 Jan 15, 2026
OPTIMA CAPITAL LLC History Reduced 1,606 202 0.09% 0.17% 504 -1,207 -42.91% Q4 2025 Jan 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 1,606 202 0.01% 0.01% 503 +3 0.19% Q4 2025 Feb 10, 2026
SMITH, MOORE & CO. History New 1,602 201 0.02% — 505 +1,602 New Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History No change 1,573 198 0.02% 0.02% 506 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History No change 1,550 195 0.01% 0.01% 507 0 0.0% Q4 2025 Feb 20, 2026
First PREMIER Bank History No change 1,548 195 0.04% 0.04% 508 0 0.0% Q4 2025 Jan 23, 2026
TD Capital Management LLC History Added to 1,547 194 0.02% 0.02% 509 +2 0.13% Q4 2025 Feb 26, 2026
Wilmington Savings Fund Society, FSB History Reduced 1,540 193 0.0% 0.01% 510 -677 -30.54% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,488 187 0.01% 0.07% 511 -5,950 -79.99% Q4 2025 Feb 03, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,486 187 0.01% 0.01% 512 +2 0.13% Q4 2025 Jan 08, 2026
North Star Investment Management Corp. History Added to 1,484 186 0.01% 0.01% 513 +2 0.13% Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History Added to 1,464 184 0.07% 0.05% 514 +112 8.28% Q4 2025 Feb 11, 2026
City State Bank History Reduced 1,442 181 0.05% 0.05% 515 -75 -4.94% Q4 2025 Jan 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,300 166 0.0% 0.0% 516 0 0.0% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Added to 1,298 163 0.0% 0.0% 517 +1 0.08% Q4 2025 Feb 06, 2026
Ankerstar Wealth, LLC History New 1,283 161 0.16% — 518 +1,283 New Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 1,206 151 0.13% 0.04% 519 +874 263.25% Q4 2025 Jan 26, 2026
GLENMEDE TRUST CO NA History New 1,160 146 0.0% — 520 +1,160 New Q4 2025 Feb 17, 2026
Investors Research Corp History No change 1,139 143 0.03% 0.03% 521 0 0.0% Q4 2025 Jan 06, 2026
Private Wealth Management Group, LLC History Added to 1,042 131 0.03% 0.01% 522 +859 469.4% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Reduced 1,000 125 0.0% 0.0% 523 -1,000 -50.0% Q4 2025 Feb 13, 2026
Main Management LLC History No change 950 120 0.01% 0.01% 524 0 0.0% Q4 2025 Feb 10, 2026
Security National Bank History No change 955 120 0.02% 0.02% 525 0 0.0% Q4 2025 Feb 05, 2026
Olistico Wealth, LLC History Reduced 938 118 0.06% 0.22% 526 -2,383 -71.76% Q4 2025 Jan 13, 2026
BAYBAN History New 943 118 0.1% — 527 +943 New Q4 2025 Mar 05, 2026
Cheviot Value Management, LLC History Added to 820 115 0.01% 0.01% 528 +158 23.87% Q4 2025 Feb 03, 2026
Quaker Wealth Management, LLC History Added to 917 115 0.04% 0.04% 529 +8 0.88% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Reduced 907 114 0.0% 0.03% 530 -8,364 -90.22% Q4 2025 Jan 28, 2026
MCF Advisors LLC History Added to 904 113 0.01% 0.0% 531 +751 490.85% Q4 2025 Feb 11, 2026
Hurley Capital, LLC History New 887 111 0.06% — 532 +887 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 842 107 0.02% 0.02% 533 0 0.0% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History No change 848 106 0.01% 0.01% 534 0 0.0% Q4 2025 Jan 29, 2026
VSM Wealth Advisory, LLC History Added to 838 105 0.03% 0.03% 535 +2 0.24% Q4 2025 Feb 06, 2026
SHP Wealth Management History New 813 102 0.01% — 536 +813 New Q4 2025 Mar 04, 2026
Coston, McIsaac & Partners History Added to 813 102 0.02% 0.01% 537 +390 92.2% Q4 2025 Feb 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 743 93 0.01% 0.01% 538 0 0.0% Q4 2025 Feb 17, 2026
CBIZ Investment Advisory Services, LLC History Added to 698 87 0.0% 0.0% 540 +2 0.29% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History No change 698 87 0.0% 0.0% 539 0 0.0% Q4 2025 Feb 06, 2026
EQ WEALTH ADVISORS, LLC History New 654 82 0.05% — 542 +654 New Q4 2025 Feb 02, 2026
Spire Wealth Management History No change 653 82 0.0% 0.0% 541 0 0.0% Q4 2025 Jan 14, 2026
Larson Financial Group LLC History Added to 633 79 0.0% 0.0% 543 +2 0.32% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 605 76 0.0% — 544 +605 New Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History New 601 75 0.01% — 546 +601 New Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 596 75 0.0% 0.0% 547 +144 31.86% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History No change 600 75 0.0% 0.0% 545 0 0.0% Q4 2025 Jan 16, 2026
Litman Gregory Wealth Management LLC History New 572 72 0.01% — 548 +572 New Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 570 71 0.0% 0.0% 549 -39 -6.4% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 557 70 0.0% — 550 +557 New Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History No change 555 69 0.0% 0.0% 551 0 0.0% Q4 2025 Feb 02, 2026
Russell Investments Group, Ltd. History Added to 534 67 0.0% 0.0% 552 +86 19.2% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 525 66 0.01% 0.01% 553 -186 -26.16% Q4 2025 Feb 13, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 477 60 0.01% 0.25% 554 -13,787 -96.66% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Added to 473 59 0.0% 0.0% 555 +7 1.5% Q4 2025 Jan 21, 2026
Key FInancial Inc History Reduced 457 57 0.01% 0.01% 556 -1 -0.22% Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History Added to 439 55 0.02% 0.02% 558 +254 137.3% Q4 2025 Feb 17, 2026
Davis Capital Management History No change 438 55 0.04% 0.04% 557 0 0.0% Q4 2025 Jan 28, 2026
Costello Asset Management, INC History Reduced 406 51 0.02% 0.02% 559 -81 -16.63% Q4 2025 Feb 03, 2026
Coastline Trust Co History No change 370 46 0.0% 0.0% 560 0 0.0% Q4 2025 Jan 05, 2026
PROFFITT & GOODSON INC History No change 359 45 0.01% 0.01% 561 0 0.0% Q4 2025 Jan 27, 2026
PITTENGER & ANDERSON INC History New 345 43 0.0% — 562 +345 New Q4 2025 Feb 02, 2026
GAMMA Investing LLC History No change 342 43 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 05, 2026
Banque Cantonale Vaudoise History Reduced 292 37 0.0% 0.0% 564 -70 -19.34% Q4 2025 Feb 06, 2026
Tripletail Wealth Management, LLC History No change 289 36 0.05% 0.04% 565 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 284 35 0.0% 0.0% 566 +275 3055.56% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 280 35 0.0% 0.0% 567 0 0.0% Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 263 33 0.03% — 568 +263 New Q4 2025 Feb 10, 2026
Strive Financial Group ,LLC History New 250 31 0.02% — 569 +250 New Q4 2025 Feb 18, 2026
SouthState Bank Corp History New 217 27 0.0% — 571 +217 New Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 215 27 0.01% 0.01% 570 +165 330.0% Q4 2025 Jan 20, 2026
Gleason Group, Inc. History Added to 218 27 0.0% 0.0% 572 +2 0.93% Q4 2025 Jan 15, 2026
Quest 10 Wealth Builders, Inc. History Added to 218 27 0.02% 0.02% 573 +2 0.93% Q4 2025 Jan 29, 2026
Bank of New Hampshire History New 210 26 0.01% — 575 +210 New Q4 2025 Mar 16, 2026
Tradewinds Capital Management, LLC History Added to 207 26 0.01% 0.01% 574 +2 0.98% Q4 2025 Jan 14, 2026
HM PAYSON & CO History Reduced 200 25 0.0% 0.0% 576 -200 -50.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 200 25 0.0% 0.0% 577 0 0.0% Q4 2025 Jan 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 197 24 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 06, 2026
Scarborough Advisors, LLC History No change 194 24 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 17, 2026
Creative Capital Management Investments LLC History No change 196 24 0.01% 0.01% 580 0 0.0% Q4 2025 Jan 23, 2026
Murphy & Mullick Capital Management Corp History No change 192 24 0.02% 0.02% 581 0 0.0% Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Added to 190 23 0.01% 0.0% 583 +100 111.11% Q4 2025 Jan 29, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 188 23 0.01% 0.01% 582 +1 0.53% Q4 2025 Feb 17, 2026
MilWealth Group LLC History No change 185 23 0.01% 0.01% 584 0 0.0% Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 177 22 0.0% — 585 +177 New Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History Reduced 173 21 0.0% 0.0% 587 -173 -50.0% Q4 2025 Feb 13, 2026
ST GERMAIN D J CO INC History No change 170 21 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 29, 2026
Cranbrook Wealth Management, LLC History No change 164 20 0.0% 0.0% 588 0 0.0% Q4 2025 Jan 28, 2026
VISION FINANCIAL MARKETS LLC History No change 156 19 0.02% 0.02% 589 0 0.0% Q4 2025 Jan 22, 2026
Founders Financial Alliance, LLC History Reduced 144 18 0.0% 0.01% 591 -367 -71.82% Q4 2025 Feb 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 150 18 0.0% 0.01% 590 -206 -57.87% Q4 2025 Jan 22, 2026
Abound Wealth Management History No change 143 18 0.0% 0.0% 592 0 0.0% Q4 2025 Jan 12, 2026
Anfield Capital Management, LLC History No change 140 17 0.01% 0.01% 593 0 0.0% Q4 2025 Feb 03, 2026
Archer Investment Corp History No change 142 17 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 30, 2026
AMERIFLEX GROUP, INC. History Reduced 131 16 0.01% 0.02% 598 -271 -67.41% Q4 2025 Feb 18, 2026
N.E.W. Advisory Services LLC History Reduced 129 16 0.0% 0.0% 595 -48 -27.12% Q4 2025 Jan 28, 2026
Newbridge Financial Services Group, Inc. History Added to 130 16 0.0% 0.0% 597 +7 5.69% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History No change 128 16 0.01% 0.01% 596 0 0.0% Q4 2025 Jan 23, 2026
Clark Wealth Partners History No change 133 16 0.01% 0.01% 599 0 0.0% Q4 2025 Feb 04, 2026
Rakuten Securities, Inc. History New 127 15 0.0% — 603 +127 New Q4 2025 Jan 29, 2026
Orion Capital Management LLC History New 122 15 0.01% — 602 +122 New Q4 2025 Feb 03, 2026
Winch Advisory Services, LLC History Added to 125 15 0.0% 0.0% 601 +1 0.81% Q4 2025 Feb 03, 2026
Hara Capital LLC History Added to 124 15 0.01% 0.01% 604 +1 0.81% Q4 2025 Jan 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 108 15 0.0% 0.0% 600 0 0.0% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History Added to 110 14 0.0% 0.0% 605 +68 161.9% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Added to 104 13 0.0% 0.0% 607 +24 30.0% Q4 2025 Feb 17, 2026
HOWE & RUSLING INC History Added to 105 13 0.0% 0.0% 606 +1 0.96% Q4 2025 Feb 17, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 100 13 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 02, 2026
ENTRUST FINANCIAL LLC History New 103 12 0.01% — 612 +103 New Q4 2025 Feb 06, 2026
Sunrise Financial Services, LLC History New 102 12 0.01% — 613 +102 New Q4 2025 Feb 11, 2026
Hanson & Doremus Investment Management History No change 96 12 0.0% 0.0% 609 0 0.0% Q4 2025 Jan 20, 2026
Steigerwald, Gordon & Koch Inc. History No change 100 12 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History No change 102 12 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 13, 2026
Tidemark, LLC History New 94 11 0.0% — 615 +94 New Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History New 92 11 0.0% — 614 +92 New Q4 2025 Jan 27, 2026
Copia Wealth Management History Reduced 83 10 0.01% 0.01% 618 -24 -22.43% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 82 10 0.0% 0.0% 616 +12 17.14% Q4 2025 Feb 09, 2026
New England Capital Financial Advisors LLC History Added to 87 10 0.0% 0.0% 617 +1 1.16% Q4 2025 Feb 02, 2026
Evelyn Partners Investment Management LLP History No change 85 10 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History No change 78 9 0.0% 0.0% 620 0 0.0% Q4 2025 Jan 26, 2026
Wealth Preservation Advisors, LLC History No change 77 9 0.0% 0.01% 621 0 0.0% Q4 2025 Feb 23, 2026
ELEVATE WEALTH ADVISORY, INC History No change 77 9 0.01% 0.01% 622 0 0.0% Q4 2025 Jan 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 64 8 0.0% 0.0% 623 +39 156.0% Q4 2025 Jan 07, 2026
HighMark Wealth Management LLC History Added to 71 8 0.0% 0.0% 625 +1 1.43% Q4 2025 Feb 05, 2026
TSFG, LLC History No change 66 8 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 04, 2026
MCGUIRE CAPITAL ADVISORS INC History New 58 7 0.0% — 626 +58 New Q4 2025 Feb 19, 2026
Rice Partnership, LLC History Added to 53 6 0.0% 0.0% 628 +1 1.92% Q4 2025 Feb 10, 2026
McIlrath & Eck, LLC History No change 55 6 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 03, 2026
Citizens National Bank Trust Department History No change 50 6 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 30, 2026
Paladin Advisory Group, LLC History No change 52 6 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 21, 2026
North Ridge Wealth Advisors, Inc. History No change 51 6 0.0% 0.0% 631 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Reduced 36 5 0.0% 0.03% 634 -2,228 -98.41% Q4 2025 Feb 02, 2026
Trust Co History New 41 5 0.0% — 633 +41 New Q4 2025 Jan 15, 2026
Hilton Head Capital Partners, LLC History New 40 5 0.0% — 638 +40 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 45 5 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 10, 2026
Bradley & Co. Private Wealth Management, LLC History No change 41 5 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 41 5 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 22, 2026
Westfuller Advisors, LLC History No change 46 5 0.0% 0.0% 637 0 0.0% Q4 2025 Jan 21, 2026
JDM Financial Group LLC History Added to 33 4 0.0% 0.0% 639 +1 3.13% Q4 2025 Feb 02, 2026
Cherry Tree Wealth Management, LLC History No change 38 4 0.0% 0.0% 640 0 0.0% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History No change 32 4 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 14, 2026
SIMPLEX TRADING, LLC History Reduced 26 3 0.0% 0.0% 644 -1,112 -97.72% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History Reduced 28 3 0.0% 0.0% 645 -46 -62.16% Q4 2025 Jan 12, 2026
PRIVATE TRUST CO NA History Added to 30 3 0.0% 0.0% 643 +7 30.43% Q4 2025 Jan 26, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 31 3 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 04, 2026
Key Capital Management, INC History New 22 2 0.0% — 650 +22 New Q4 2025 Jan 26, 2026
WPG Advisers, LLC History New 20 2 0.0% — 649 +20 New Q4 2025 Jan 28, 2026
Asset Dedication, LLC History No change 22 2 0.0% 0.0% 646 0 0.0% Q4 2025 Jan 26, 2026
Nalls Sherbakoff Group, LLC History No change 18 2 0.0% 0.0% 647 0 0.0% Q4 2025 Mar 12, 2026
Private Wealth Asset Management, LLC History No change 18 2 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 10, 2026
PFS Partners, LLC History New 14 1 0.0% — 653 +14 New Q4 2025 Jan 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 8 1 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 23, 2026
GHP Investment Advisors, Inc. History No change 8 1 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.19% — -126,011 -100.0% Q3 2025 Nov 13, 2025
TrueWealth Financial Partners History Closed out 0 0 — 5.63% — -87,615 -100.0% Q3 2025 Nov 21, 2025
Bleakley Financial Group, LLC History Closed out 0 0 — 0.07% — -22,919 -100.0% Q3 2025 Nov 10, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -22,715 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.06% — -19,210 -100.0% Q3 2025 Oct 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -18,332 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -15,716 -100.0% Q3 2025 Oct 31, 2025
XTX Topco Ltd History Closed out 0 0 — 0.04% — -5,416 -100.0% Q3 2025 Nov 14, 2025
BARR E S & CO History Closed out 0 0 — 0.02% — -3,500 -100.0% Q3 2025 Nov 12, 2025
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Closed out 0 0 — 0.11% — -3,016 -100.0% Q3 2025 Oct 23, 2025
GUIDANCE CAPITAL, INC History Closed out 0 0 — 0.09% — -2,659 -100.0% Q3 2025 Nov 07, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.04% — -2,549 -100.0% Q3 2025 Oct 21, 2025
Elm Partners Management LLC History Closed out 0 0 — 0.02% — -2,535 -100.0% Q3 2025 Nov 04, 2025
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -2,505 -100.0% Q3 2025 Nov 14, 2025
Quadcap Wealth Management, LLC History Closed out 0 0 — 0.04% — -2,394 -100.0% Q3 2025 Nov 14, 2025
Gateway Wealth Partners, LLC History Closed out 0 0 — 0.04% — -2,327 -100.0% Q3 2025 Nov 06, 2025
Crestwood Advisors Group, LLC History Closed out 0 0 — 0.0% — -2,231 -100.0% Q3 2025 Nov 07, 2025
Pure Financial Advisors, LLC History Closed out 0 0 — 0.0% — -1,898 -100.0% Q3 2025 Oct 20, 2025
WMG Financial Advisors, LLC History Closed out 0 0 — 0.08% — -1,864 -100.0% Q3 2025 Oct 23, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.03% — -1,764 -100.0% Q3 2025 Nov 13, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 — 0.0% — -1,688 -100.0% Q3 2025 Nov 17, 2025
Jacobi Capital Management LLC History Closed out 0 0 — 0.01% — -1,646 -100.0% Q3 2025 Nov 07, 2025
BNC WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -1,626 -100.0% Q3 2025 Oct 10, 2025
SILVERLAKE WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.05% — -1,604 -100.0% Q3 2025 Oct 28, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.03% — -1,150 -100.0% Q3 2025 Oct 28, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -1,016 -100.0% Q3 2025 Nov 03, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.01% — -967 -100.0% Q3 2025 Nov 13, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.01% — -500 -100.0% Q3 2025 Oct 21, 2025
Advanced Asset Management Advisors Inc History Closed out 0 0 — 0.01% — -353 -100.0% Q3 2025 Oct 20, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.02% — -268 -100.0% Q3 2025 Nov 03, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -262 -100.0% Q3 2025 Oct 21, 2025
Northwest Capital Management Inc History Closed out 0 0 — 0.02% — -151 -100.0% Q3 2025 Oct 20, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.0% — -125 -100.0% Q3 2025 Nov 14, 2025
SIGNATUREFD, LLC History Closed out 0 0 — 0.0% — -91 -100.0% Q3 2025 Oct 21, 2025
Main Street Group, LTD History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Nov 07, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -74 -100.0% Q3 2025 Nov 13, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Nov 05, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 06, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2025 Oct 09, 2025
Independence Bank of Kentucky History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2025 Oct 09, 2025
West Branch Capital LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Oct 21, 2025
TUCKER ASSET MANAGEMENT LLC History New 4 0 — — — +4 New Q4 2025 Feb 05, 2026
Inlight Wealth Management, LLC History New 3 0 — — — +3 New Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History New 1 0 — — — +1 New Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Activest Wealth Management History No change 7 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
Central Pacific Bank - Trust Division History No change 1 0 — — — 0 0.0% Q4 2025 Jan 07, 2026