VANGUARD SCOTTSDALE FUNDS - VMBS

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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 59,766,080 2,813,787 0.2% 0.18% 1 +2,147,360 3.73% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 24,580,902 1,157,268 0.07% 0.14% 2 -26,343,238 -51.73% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 22,406,134 1,054,880 0.31% 0.3% 3 +185,179 0.83% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 10,478,686 493,336 0.09% 0.09% 4 +142,443 1.38% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 9,007,305 424,063 0.08% 0.07% 5 +843,178 10.33% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 8,792,867 413,968 0.84% 0.89% 6 -46,160 -0.52% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Added to 8,298,375 390,687 0.35% 0.27% 7 +2,026,709 32.32% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 7,024,424 330,709 3.41% 3.21% 8 +245,905 3.63% Q4 2025 Jan 13, 2026
LPL Financial LLC History Added to 6,291,178 296,188 0.08% 0.08% 9 +136,738 2.22% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,035,361 284,147 0.09% 0.08% 10 +407,717 7.24% Q4 2025 Feb 18, 2026
MORGAN STANLEY History Added to 5,097,662 239,997 0.01% 0.01% 11 +356,511 7.52% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 4,959,574 233,496 4.97% 4.73% 12 +488,878 10.94% Q4 2025 Feb 05, 2026
AMERIPRISE FINANCIAL INC History Added to 4,935,160 232,355 0.05% 0.05% 13 +442,649 9.85% Q4 2025 Feb 17, 2026
LINCOLN NATIONAL CORP History Added to 3,750,726 176,584 5.16% 4.89% 14 +96,506 2.64% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,745,032 176,316 0.62% 0.62% 15 +150,684 4.19% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Added to 2,747,637 129,358 1.63% 1.57% 16 +196,934 7.72% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,415,095 113,702 0.02% 0.02% 17 -54,649 -2.21% Q4 2025 Feb 13, 2026
Focus Partners Wealth History New 2,409,074 113,419 0.13% — 18 +2,409,074 New Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 2,274,493 107,083 0.38% 0.37% 19 +28,032 1.25% Q4 2025 Jan 30, 2026
Angeles Investment Advisors, LLC History No change 1,923,500 90,558 6.04% 5.93% 20 0 0.0% Q4 2025 Feb 17, 2026
CASTLEARK MANAGEMENT LLC History No change 1,705,540 80,296 2.36% 2.25% 21 0 0.0% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,695,004 79,800 0.01% — 22 +1,695,004 New Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 1,552,952 73,112 0.9% 0.91% 23 +45,784 3.04% Q4 2025 Jan 26, 2026
ALESCO ADVISORS LLC History New 1,527,417 71,910 1.86% — 24 +1,527,417 New Q4 2025 Jan 28, 2026
UBS Group AG History Added to 1,477,107 69,542 0.01% 0.01% 25 +571,814 63.16% Q4 2025 Jan 29, 2026
Financial Engines Advisors L.L.C. History Reduced 1,459,018 68,690 0.13% 0.15% 26 -178,212 -10.88% Q4 2025 Feb 12, 2026
Ally Invest Advisors Inc. History Added to 1,350,779 63,594 4.39% 4.37% 27 +53,416 4.12% Q4 2025 Feb 13, 2026
FIRST INTERSTATE BANK History Added to 1,334,964 62,850 3.37% 3.29% 28 +66,568 5.25% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,311,166 61,782 0.08% 0.09% 29 +86,439 7.06% Q4 2025 Jan 08, 2026
Cetera Investment Advisers History Added to 1,238,878 58,326 0.06% 0.07% 30 +23,260 1.91% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 1,234,060 58,099 0.47% 0.39% 31 +324,265 35.64% Q4 2025 Jan 26, 2026
HighTower Advisors, LLC History Added to 1,210,171 56,974 0.06% 0.06% 32 +60,607 5.27% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,172,495 55,201 0.15% 0.16% 33 -58,946 -4.79% Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History Added to 1,038,999 48,916 7.74% 7.68% 34 +37,592 3.75% Q4 2025 Feb 24, 2026
BANK OF HAWAII History Added to 998,548 47,011 2.32% 2.33% 35 +3,754 0.38% Q4 2025 Mar 03, 2026
NorthRock Partners, LLC History Added to 957,676 45,087 0.76% 0.25% 36 +667,185 229.67% Q4 2025 Feb 17, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 948,531 44,656 0.9% 0.9% 37 +13,444 1.44% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 920,586 43,341 0.1% 0.1% 38 +23,376 2.61% Q4 2025 Feb 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 901,880 42,460 3.14% 2.78% 39 +29,709 3.41% Q4 2025 Jan 23, 2026
Bell Bank History Added to 844,957 39,780 1.7% 1.58% 40 +66,496 8.54% Q4 2025 Jan 14, 2026
1832 Asset Management L.P. History Added to 775,882 36,528 0.03% 0.03% 41 +5,558 0.72% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 772,505 36,387 0.05% 0.07% 42 -352,904 -31.36% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 769,772 36,240 0.02% 0.03% 43 -173,259 -18.37% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 769,271 36,217 0.05% 0.04% 44 +214,145 38.58% Q4 2025 Feb 02, 2026
MANNING & NAPIER ADVISORS LLC History Added to 737,258 34,783 0.45% 0.37% 45 +125,452 20.51% Q4 2025 Feb 03, 2026
Acropolis Investment Management, LLC History Reduced 736,411 34,670 1.56% 4.08% 46 -995,776 -57.49% Q4 2025 Jan 14, 2026
Kestra Investment Management, LLC History Reduced 694,210 32,683 0.8% 1.39% 47 -411,536 -37.22% Q4 2025 Feb 09, 2026
POWER WEALTH MANAGEMENT LLC History Added to 692,918 32,622 11.49% 11.39% 48 +26,840 4.03% Q4 2025 Feb 17, 2026
SOFI WEALTH, LLC History Added to 692,870 32,620 1.63% 1.65% 49 +39,469 6.04% Q4 2025 Jan 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 673,751 31,720 5.02% 5.25% 50 -15,136 -2.2% Q4 2025 Feb 02, 2026
Evergreen Advisors, LLC History New 665,812 31,346 7.64% — 51 +665,812 New Q4 2025 Feb 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 661,700 31,179 0.02% 0.03% 52 -162,400 -19.71% Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 632,336 29,770 0.39% 0.37% 53 +41,399 7.01% Q4 2025 Jan 22, 2026
Orion Porfolio Solutions, LLC History Added to 613,466 28,882 0.21% 0.22% 54 +13,223 2.2% Q4 2025 Feb 12, 2026
SEVEN MILE ADVISORY History Added to 608,490 28,647 4.92% 4.3% 55 +40,844 7.2% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History Added to 600,200 28,341 0.65% 0.62% 56 +71,854 13.6% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 585,669 27,573 0.05% 0.05% 57 +43,508 8.02% Q4 2025 Mar 16, 2026
Employees' Retirement Fund of the City of Fort Worth History Added to 531,600 25,027 11.2% 10.14% 58 +113,400 27.12% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 530,638 24,982 0.06% 0.06% 59 +35,989 7.28% Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History Added to 522,686 24,608 1.38% 1.15% 60 +96,087 22.52% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 510,482 24,033 0.09% — 61 +510,482 New Q4 2025 Feb 13, 2026
Goodman Financial Corp History New 501,461 23,608 4.47% — 62 +501,461 New Q4 2025 Jan 08, 2026
Intelligence Driven Advisers, LLC History Reduced 499,573 23,519 3.36% 3.51% 63 -40,082 -7.43% Q4 2025 Jan 23, 2026
Baker Avenue Asset Management, LP History Added to 488,931 23,018 0.53% 0.07% 64 +423,832 651.06% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History Added to 486,346 22,897 0.89% 0.88% 65 +18,108 3.87% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 474,605 22,344 0.03% 0.03% 66 -3,911 -0.82% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 470,520 22,152 0.72% 0.7% 67 +144,640 44.38% Q4 2025 Jan 20, 2026
Zurich Insurance Group Ltd/FI History No change 467,648 22,012 0.15% 0.16% 68 0 0.0% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 465,412 21,958 0.7% 0.53% 69 +127,431 37.7% Q4 2025 Jan 23, 2026
SeaBridge Investment Advisors LLC History Reduced 441,809 20,800 3.43% 3.63% 70 -33,934 -7.13% Q4 2025 Jan 26, 2026
Jaffetilchin Investment Partners, LLC History Added to 440,664 20,746 1.21% 1.22% 71 +7,873 1.82% Q4 2025 Jan 15, 2026
United Asset Strategies, Inc. History Added to 415,274 19,551 1.51% 1.52% 72 +11,222 2.78% Q4 2025 Jan 28, 2026
PROFFITT & GOODSON INC History Added to 414,097 19,495 2.72% 2.65% 73 +21,260 5.41% Q4 2025 Jan 27, 2026
RKL Wealth Management LLC History Added to 409,756 19,291 1.58% 1.58% 74 +14,234 3.6% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 398,842 18,777 0.01% 0.01% 75 +18,516 4.87% Q4 2025 Feb 17, 2026
Whitcomb & Hess, Inc. History Added to 396,602 18,743 4.42% 4.4% 76 +32,148 8.82% Q4 2025 Jan 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 397,068 18,693 0.02% 0.02% 77 +2,976 0.76% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History Reduced 394,875 18,590 0.81% 0.83% 78 -1,993 -0.5% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Added to 387,799 18,257 4.37% 2.99% 79 +140,873 57.05% Q4 2025 Jan 12, 2026
CreativeOne Wealth, LLC History Added to 381,034 17,939 0.43% 0.41% 80 +22,793 6.36% Q4 2025 Feb 13, 2026
Quantum Financial Advisors, LLC History Added to 379,844 17,883 2.01% 2.14% 81 +6,748 1.81% Q4 2025 Jan 12, 2026
Allworth Financial LP History New 370,876 17,460 0.07% — 82 +370,876 New Q4 2025 Feb 05, 2026
1607 Capital Partners, LLC History Reduced 370,155 17,426 1.19% 1.66% 83 -98,000 -20.93% Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History Added to 354,406 16,685 1.73% 1.69% 84 +44,855 14.49% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History New 352,908 16,614 0.05% — 85 +352,908 New Q4 2025 Feb 10, 2026
CAPITAL INSIGHT PARTNERS, LLC History Added to 347,920 16,380 3.47% 2.62% 86 +11,193 3.32% Q4 2025 Feb 17, 2026
ZEVIN ASSET MANAGEMENT LLC History New 345,206 16,252 2.18% — 87 +345,206 New Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Added to 337,542 15,891 0.06% 0.07% 88 +13,601 4.2% Q4 2025 Feb 18, 2026
Windward Private Wealth Management Inc. History Reduced 330,748 15,571 5.39% 5.37% 89 -769 -0.23% Q4 2025 Feb 02, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Added to 325,874 15,342 8.7% 9.14% 90 +1,974 0.61% Q4 2025 Feb 03, 2026
Vectors Research Management, LLC History Reduced 324,552 15,279 4.66% 4.81% 91 -200 -0.06% Q4 2025 Feb 03, 2026
FEDERATED HERMES, INC. History Added to 318,620 15,000 0.03% 0.02% 92 +64,300 25.28% Q4 2025 Feb 12, 2026
Family CFO Inc History Added to 313,409 14,755 6.6% 6.43% 93 +16,215 5.46% Q4 2025 Jan 23, 2026
STALEY CAPITAL ADVISERS INC History Reduced 313,225 14,746 0.61% 0.62% 94 -5,750 -1.8% Q4 2025 Feb 05, 2026
ALPS ADVISORS INC History Added to 313,063 14,739 0.09% 0.06% 95 +74,785 31.39% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 312,948 14,734 0.03% 0.03% 96 +10,989 3.64% Q4 2025 Feb 12, 2026
MA Private Wealth History Added to 305,648 14,389 2.4% 2.41% 97 +503 0.16% Q4 2025 Feb 03, 2026
FIRST NATIONAL TRUST CO History Added to 301,928 14,214 0.47% 0.47% 98 +11,670 4.02% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Added to 297,182 13,991 0.07% 0.06% 99 +49,124 19.8% Q4 2025 Feb 17, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 288,718 13,592 3.95% 3.92% 100 +10,192 3.66% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 284,415 13,390 0.24% 0.26% 101 +15,468 5.75% Q4 2025 Jan 16, 2026
1834 INVESTMENT ADVISORS CO History Added to 276,082 12,997 1.63% 1.56% 102 +5,916 2.19% Q4 2025 Jan 29, 2026
FLC Capital Advisors History Added to 275,505 12,970 2.39% 2.36% 103 +16,158 6.23% Q4 2025 Feb 11, 2026
FIRST AMERICAN TRUST, FSB History Added to 275,010 12,947 0.89% 0.78% 104 +46,095 20.14% Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 273,409 12,872 0.21% 0.19% 105 +35,317 14.83% Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Added to 271,198 12,768 0.75% 0.53% 106 +12,560 4.86% Q4 2025 Jan 30, 2026
Modern Wealth Management, LLC History Added to 266,402 12,542 0.23% 0.13% 107 +123,338 86.21% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 265,076 12,479 0.09% 0.0% 108 +255,986 2816.13% Q4 2025 Feb 18, 2026
MGO ONE SEVEN LLC History Added to 262,766 12,371 0.25% 0.18% 109 +99,666 61.11% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 252,009 11,889 0.02% 0.02% 110 +51,159 25.47% Q4 2025 Feb 05, 2026
eCIO, Inc. History New 252,033 11,865 5.53% — 111 +252,033 New Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History Added to 242,631 11,423 0.05% 0.05% 112 +20,953 9.45% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 237,638 11,187 0.02% 0.01% 113 +133,550 128.3% Q4 2025 Feb 11, 2026
Level Financial Advisors History Added to 237,034 11,159 2.95% 2.88% 114 +19,361 8.89% Q4 2025 Jan 26, 2026
Strategic Investment Advisors / MI History Added to 232,983 10,977 0.95% 0.94% 115 +12,307 5.58% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 231,701 10,908 0.12% 0.12% 116 +3,901 1.71% Q4 2025 Feb 05, 2026
BESSEMER GROUP INC History No change 230,300 10,842 0.02% 0.02% 117 0 0.0% Q4 2025 Feb 05, 2026
Evolution Advisers, Inc. History Added to 217,033 10,217 4.42% 4.42% 118 +8,506 4.08% Q4 2025 Jan 23, 2026
Bulwark Capital Corp History Added to 213,665 10,059 7.15% 7.68% 119 +3,276 1.56% Q4 2025 Jan 12, 2026
Cravens & Co Advisors, LLC History Reduced 211,779 10,008 6.55% 6.91% 120 -3,707 -1.72% Q4 2025 Feb 10, 2026
OneAscent Financial Services LLC History New 210,469 9,908 0.91% — 121 +210,469 New Q4 2025 Feb 11, 2026
Onyx Bridge Wealth Group LLC History Added to 207,437 9,766 1.04% 0.47% 122 +116,100 127.11% Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 206,961 9,764 0.37% 0.58% 123 +7,753 3.89% Q4 2025 Feb 13, 2026
United Capital Management of KS, Inc. History Added to 206,198 9,707 1.36% 1.21% 124 +17,413 9.22% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 203,887 9,598 0.21% 0.16% 125 +49,058 31.69% Q4 2025 Feb 02, 2026
VCI Wealth Management LLC History Added to 200,949 9,460 2.63% 2.64% 126 +15,809 8.54% Q4 2025 Jan 27, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 200,199 9,425 0.24% 0.24% 127 -4,456 -2.18% Q4 2025 Jan 07, 2026
EverSource Wealth Advisors, LLC History Added to 200,060 9,418 0.35% 0.37% 128 +3,513 1.79% Q4 2025 Feb 06, 2026
PFG Advisors History Added to 197,807 9,312 0.45% 0.29% 129 +48,144 32.17% Q4 2025 Jan 27, 2026
Dynamic Wealth Strategies, LLC History Added to 192,591 9,067 5.4% 5.51% 130 +17,060 9.72% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 190,126 8,951 0.1% 0.09% 131 +67,249 54.73% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 188,798 8,888 0.01% 0.01% 132 -1,834 -0.96% Q4 2025 Feb 18, 2026
Vestmark Advisory Solutions, Inc. History Added to 186,825 8,795 0.12% 0.03% 133 +147,963 380.74% Q4 2025 Feb 06, 2026
Allspring Global Investments Holdings, LLC History Added to 186,743 8,791 0.01% 0.01% 134 +15 0.01% Q4 2025 Jan 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 183,542 8,674 0.4% 0.34% 135 +57,695 45.85% Q4 2025 Feb 03, 2026
Pinnacle Wealth Management Group, Inc. History Added to 180,374 8,492 4.24% 4.25% 136 +3,928 2.23% Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Reduced 175,967 8,284 0.05% 0.17% 137 -461,222 -72.38% Q4 2025 Jan 29, 2026
ZACKS INVESTMENT MANAGEMENT History New 175,144 8,245 0.06% — 138 +175,144 New Q4 2025 Feb 17, 2026
Mendota Financial Group, LLC History Added to 172,763 8,133 5.92% 5.31% 139 +21,365 14.11% Q4 2025 Jan 20, 2026
SIMON QUICK ADVISORS, LLC History Reduced 171,758 8,086 0.35% 0.37% 140 -1,663 -0.96% Q4 2025 Jan 29, 2026
Sovereign Investment Advisors, LLC History Added to 170,933 8,047 2.01% 2.16% 141 +2,146 1.27% Q4 2025 Feb 13, 2026
LEUTHOLD GROUP, LLC History Reduced 165,106 7,773 0.84% 0.86% 142 -2,491 -1.49% Q4 2025 Feb 05, 2026
ONE Advisory Partners, LLC History Reduced 164,419 7,740 2.33% 2.37% 143 -116 -0.07% Q4 2025 Jan 12, 2026
&PARTNERS History Added to 160,963 7,579 0.04% 0.02% 144 +92,938 136.62% Q4 2025 Feb 17, 2026
Connecticut Capital Management Group, LLC History New 158,893 7,480 7.16% — 145 +158,893 New Q4 2025 Feb 09, 2026
SWS Partners History Added to 158,572 7,465 1.8% 1.76% 146 +4,617 3.0% Q4 2025 Jan 16, 2026
EFG International AG History New 158,122 7,444 0.14% — 147 +158,122 New Q4 2025 Feb 17, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 151,081 7,112 0.93% 0.97% 148 -6,796 -4.3% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 149,227 7,025 0.34% 0.03% 149 +140,347 1580.48% Q4 2025 Feb 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 148,960 7,013 0.76% 0.45% 150 +65,258 77.96% Q4 2025 Jan 26, 2026
Hobart Private Capital, LLC History Reduced 147,079 6,924 1.35% 1.47% 151 -2,273 -1.52% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Reduced 146,772 6,910 0.11% 0.12% 152 -313 -0.21% Q4 2025 Feb 09, 2026
Destiny Wealth Partners, LLC History New 145,201 6,865 0.79% — 153 +145,201 New Q4 2025 Feb 03, 2026
Bay Harbor Wealth Management, LLC History Reduced 144,515 6,803 1.78% 1.85% 154 -1,519 -1.04% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Added to 142,728 6,719 0.0% 0.0% 155 +10,699 8.1% Q4 2025 Mar 25, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 136,263 6,415 0.0% 0.0% 156 -29,131 -17.61% Q4 2025 Feb 06, 2026
SigFig Wealth Management, LLC History Added to 136,044 6,404 0.19% 0.19% 157 +3,055 2.3% Q4 2025 Jan 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 133,883 6,303 0.38% 0.34% 158 +9,975 8.05% Q4 2025 Jan 20, 2026
Chandler Asset Management, Inc. History Added to 133,105 6,266 0.99% 0.94% 159 +11,105 9.1% Q4 2025 Feb 13, 2026
Premier Path Wealth Partners, LLC History Reduced 132,100 6,219 0.8% 0.87% 160 -11,246 -7.85% Q4 2025 Jan 22, 2026
Marion Wealth Management History Added to 130,578 6,160 1.37% 1.41% 161 +3,519 2.77% Q4 2025 Jan 26, 2026
Brookstone Capital Management History Added to 127,585 6,006 0.07% 0.07% 162 +4,251 3.45% Q4 2025 Jan 15, 2026
Parker Financial LLC History Added to 124,824 5,876 2.38% 2.38% 163 +1,017 0.82% Q4 2025 Feb 03, 2026
Vident Advisory, LLC History Added to 122,657 5,774 0.05% 0.05% 164 +6,291 5.41% Q4 2025 Feb 18, 2026
VestGen Advisors, LLC History Added to 121,908 5,739 0.24% 0.08% 165 +70,931 139.14% Q4 2025 Feb 17, 2026
Unison Advisors LLC History Added to 120,799 5,687 0.5% 0.5% 166 +3,278 2.79% Q4 2025 Jan 21, 2026
WESBANCO BANK INC History Added to 118,907 5,598 0.15% 0.1% 167 +44,695 60.23% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Added to 115,965 5,459 0.08% 0.09% 168 +2,793 2.47% Q4 2025 Feb 12, 2026
SWP FINANCIAL LLC History Added to 114,734 5,401 2.71% 2.67% 169 +3,133 2.81% Q4 2025 Jan 16, 2026
Sovereign Financial Group, Inc. History Added to 110,380 5,196 0.9% 0.91% 170 +6,328 6.08% Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 109,772 5,168 0.1% 0.1% 171 +16,458 17.64% Q4 2025 Feb 09, 2026
Finhabits Advisors LLC History New 109,451 5,152 4.84% — 172 +109,451 New Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Added to 106,780 5,027 0.3% 0.28% 173 +3,686 3.58% Q4 2025 Jan 30, 2026
Keystone Global Partners, LLC History Reduced 106,434 5,010 2.2% 3.89% 174 -56,272 -34.59% Q4 2025 Jan 14, 2026
OneAscent Investment Solutions LLC History Reduced 106,272 5,003 5.3% 5.35% 175 -821 -0.77% Q4 2025 Feb 11, 2026
Financial Gravity Asset Management, Inc. History Added to 105,247 4,955 0.95% 0.97% 176 +673 0.64% Q4 2025 Feb 13, 2026
Forthright Family Wealth Advisory LLC History Added to 104,137 4,902 3.08% 2.9% 177 +3,616 3.6% Q4 2025 Feb 23, 2026
Composition Wealth, LLC History Reduced 101,239 4,766 0.07% 0.07% 178 -1,361 -1.33% Q4 2025 Feb 02, 2026
PLANWISER FINANCIAL, LLC History Added to 100,959 4,762 3.56% 2.54% 179 +32,956 48.46% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 101,037 4,756 0.08% 0.04% 180 +59,004 140.38% Q4 2025 Mar 12, 2026
NewSquare Capital LLC History New 101,013 4,755 0.42% — 181 +101,013 New Q4 2025 Feb 17, 2026
Aspire Private Capital, LLC History Added to 100,536 4,733 1.05% 1.0% 182 +2,016 2.05% Q4 2025 Jan 16, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 100,000 4,708 1.94% 1.89% 183 0 0.0% Q4 2025 Feb 03, 2026
Hilltop Partners LLC History Added to 98,986 4,660 1.2% 1.33% 184 +4,227 4.46% Q4 2025 Feb 10, 2026
Arrowroot Family Office, LLC History Added to 97,550 4,592 1.67% 1.05% 185 +41,592 74.33% Q4 2025 Feb 11, 2026
Leeward Financial Partners, LLC History Reduced 97,482 4,589 1.29% 1.33% 186 -1,871 -1.88% Q4 2025 Feb 09, 2026
Columbus Macro, LLC History Added to 97,133 4,573 0.5% 0.49% 187 +4,953 5.37% Q4 2025 Jan 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 95,736 4,507 0.0% — 188 +95,736 New Q4 2025 Feb 13, 2026
DiPaolo Financial Group, Inc. History New 95,696 4,505 4.8% — 189 +95,696 New Q4 2025 Feb 24, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 95,461 4,494 0.01% 0.0% 190 +75,352 374.72% Q4 2025 Feb 17, 2026
Arcadia Wealth Management, LLC History Added to 92,943 4,375 1.63% 1.73% 191 +285 0.31% Q4 2025 Feb 03, 2026
First Financial Bank - Trust Division History Added to 92,851 4,371 0.36% 0.37% 192 +1,245 1.36% Q4 2025 Jan 02, 2026
SEI INVESTMENTS CO History Added to 91,003 4,284 0.0% 0.0% 193 +8,380 10.14% Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History Reduced 90,816 4,275 0.73% 0.77% 194 -2,589 -2.77% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 89,156 4,197 0.0% 0.0% 195 +20,533 29.92% Q4 2025 Mar 20, 2026
Center For Asset Management LLC History Reduced 88,301 4,157 2.17% 2.34% 196 -5,043 -5.4% Q4 2025 Jan 21, 2026
SAGE RHINO CAPITAL LLC History Added to 86,497 4,072 0.77% 0.77% 197 +1,252 1.47% Q4 2025 Jan 30, 2026
Accurate Wealth Management, LLC History Added to 85,331 4,037 0.51% 0.51% 198 +4,825 5.99% Q4 2025 Jan 14, 2026
Checchi Capital Advisers, LLC History Reduced 85,087 4,005 0.2% 0.21% 199 -517 -0.6% Q4 2025 Jan 27, 2026
Diversified Portfolios, Inc. History Reduced 84,569 3,981 0.33% 0.35% 200 -756 -0.89% Q4 2025 Feb 09, 2026
Cornerstone Financial Management LLC History New 83,054 3,910 3.67% — 201 +83,054 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 82,448 3,881 0.0% 0.0% 202 -368 -0.44% Q4 2025 Feb 12, 2026
FC Advisory LLC History Added to 80,922 3,809 1.09% 1.11% 203 +289 0.36% Q4 2025 Jan 13, 2026
Seneca Financial Advisors LLC History Added to 78,624 3,701 1.13% 1.06% 204 +9,608 13.92% Q4 2025 Jan 26, 2026
Bragg Financial Advisors, Inc History Added to 78,135 3,678 0.12% 0.12% 205 +2,685 3.56% Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Added to 77,562 3,651 0.34% 0.36% 206 +14 0.02% Q4 2025 Feb 04, 2026
SYKON CAPITAL LLC History Added to 76,573 3,605 1.16% 1.12% 208 +5,065 7.08% Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History Added to 76,593 3,605 0.27% 0.28% 207 +1,792 2.4% Q4 2025 Jan 09, 2026
Blue Trust, Inc. History Reduced 73,860 3,477 0.04% 0.05% 209 -13,409 -15.37% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Reduced 73,716 3,470 0.02% 0.02% 210 -4,995 -6.35% Q4 2025 Feb 03, 2026
Fort Point Capital Partners LLC History Added to 72,442 3,422 0.38% 0.38% 211 +3,459 5.01% Q4 2025 Feb 13, 2026
Creative Planning History Added to 71,795 3,380 0.0% 0.0% 212 +2,550 3.68% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History Added to 70,534 3,320 1.21% 1.15% 213 +4,150 6.25% Q4 2025 Feb 11, 2026
Alternative Investment Advisors, LLC. History New 70,194 3,304 1.42% — 214 +70,194 New Q4 2025 Feb 24, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 70,140 3,302 0.0% 0.0% 215 +8,855 14.45% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 67,735 3,188 0.06% 0.04% 216 +17,747 35.5% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 67,643 3,184 0.0% 0.0% 217 +13,061 23.93% Q4 2025 Feb 13, 2026
Hirtle Callaghan & Co LLC History No change 67,313 3,169 0.11% 0.11% 218 0 0.0% Q4 2025 Feb 04, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 67,200 3,163 0.01% 0.01% 219 +5,000 8.04% Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History Reduced 67,002 3,154 0.74% 0.81% 220 -2,577 -3.7% Q4 2025 Jan 27, 2026
GeoWealth Management, LLC History Added to 66,871 3,148 0.12% 0.06% 221 +34,585 107.12% Q4 2025 Feb 17, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 66,655 3,138 0.56% 0.51% 222 +7,635 12.94% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 66,163 3,114 0.04% 0.05% 223 +9,352 16.46% Q4 2025 Jan 29, 2026
EQUITY INVESTMENT CORP History Added to 65,470 3,082 0.06% 0.06% 224 +640 0.99% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 64,951 3,057 0.04% 0.04% 225 +4,092 6.72% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 62,355 2,935 0.04% 0.04% 226 +1,089 1.78% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 62,151 2,926 0.0% 0.0% 227 -2,928 -4.5% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 61,377 2,889 0.01% 0.01% 228 +3,283 5.65% Q4 2025 Jan 29, 2026
Seek First Inc. History Added to 60,585 2,852 1.97% 2.0% 229 +1,478 2.5% Q4 2025 Jan 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 60,539 2,850 0.0% 0.0% 230 +21,409 54.71% Q4 2025 Feb 10, 2026
Seed Wealth Management, Inc. History Reduced 59,970 2,823 1.95% 2.01% 231 -1,945 -3.14% Q4 2025 Jan 21, 2026
Claro Advisors Inc. History Added to 59,851 2,817 0.38% 0.32% 232 +13,267 28.48% Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Reduced 58,883 2,772 2.03% 1.89% 233 -139 -0.24% Q4 2025 Feb 17, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Added to 57,746 2,718 0.33% 0.05% 234 +49,240 578.89% Q4 2025 Jan 20, 2026
Main Street Financial Solutions, LLC History Added to 57,494 2,706 0.2% 0.1% 235 +23,725 70.26% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 56,953 2,681 0.03% 0.02% 236 +31,793 126.36% Q4 2025 Feb 05, 2026
CacheTech Inc. History Reduced 56,904 2,679 0.5% 0.54% 237 -261 -0.46% Q4 2025 Feb 18, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 56,748 2,671 0.17% 0.18% 238 -131 -0.23% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 56,509 2,660 0.02% 0.01% 239 +13,840 32.44% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Reduced 56,448 2,657 0.69% 0.7% 240 -366 -0.64% Q4 2025 Jan 27, 2026
Retirement Wealth Solutions LLC History Added to 54,221 2,552 1.61% 1.65% 241 +590 1.1% Q4 2025 Jan 07, 2026
Graetz Wealth LLC History New 53,502 2,518 2.29% — 242 +53,502 New Q4 2025 Feb 12, 2026
M Holdings Securities, Inc. History New 53,067 2,498 0.18% — 243 +53,067 New Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 94,277 2,487 0.06% 0.08% 244 +5,087 5.7% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Reduced 51,765 2,437 0.05% 0.09% 245 -9 -0.02% Q4 2025 Feb 11, 2026
Ullmann Wealth Partners Group, LLC History Reduced 50,696 2,390 0.25% 0.37% 246 -21,314 -29.6% Q4 2025 Feb 12, 2026
Veridan Wealth LLC History Added to 50,462 2,375 0.8% 0.8% 247 +826 1.66% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Reduced 50,383 2,372 0.01% 0.01% 248 -1,761 -3.38% Q4 2025 Feb 09, 2026
Adams Wealth Management History Added to 49,844 2,346 0.5% 0.5% 249 +586 1.19% Q4 2025 Feb 18, 2026
Emergent Wealth Advisors, LLC History Reduced 49,159 2,314 1.3% 1.77% 250 -15,454 -23.92% Q4 2025 Jan 14, 2026
CGN Advisors LLC History Added to 49,019 2,307 0.18% 0.19% 251 +380 0.78% Q4 2025 Jan 05, 2026
Advisory Alpha, LLC History Added to 48,004 2,261 0.06% 0.05% 252 +9,505 24.69% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 47,848 2,252 0.03% 0.03% 253 +6,194 14.87% Q4 2025 Jan 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 47,726 2,246 0.05% 0.06% 254 -10,052 -17.4% Q4 2025 Jan 27, 2026
Signal Advisors Wealth, LLC History Reduced 47,466 2,234 0.18% 0.21% 255 -1,025 -2.11% Q4 2025 Jan 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 47,435 2,233 0.09% 0.09% 256 -375 -0.78% Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Reduced 46,261 2,178 0.03% 0.05% 257 -43,476 -48.45% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 46,200 2,175 0.0% — 258 +46,200 New Q4 2025 Feb 13, 2026
LifePlan Financial, LLC History Added to 46,158 2,173 1.67% 1.69% 259 +674 1.48% Q4 2025 Jan 20, 2026
OPPENHEIMER & CO INC History Added to 46,008 2,166 0.03% 0.03% 260 +549 1.21% Q4 2025 Feb 02, 2026
Brindle & Bay Financial Advisors, LLC History New 45,534 2,143 1.43% — 261 +45,534 New Q4 2025 Jan 29, 2026
ENTRUST FINANCIAL LLC History New 45,460 2,140 1.59% — 262 +45,460 New Q4 2025 Feb 06, 2026
Lutz Financial Services LLC History Added to 42,449 1,998 0.14% 0.14% 263 +661 1.58% Q4 2025 Feb 06, 2026
TRUE Private Wealth Advisors History Added to 42,252 1,989 0.2% 0.16% 264 +9,372 28.5% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 40,674 1,914 0.03% 0.02% 265 +3,868 10.51% Q4 2025 Jan 30, 2026
AlTi Global, Inc. History Reduced 40,634 1,913 0.04% 0.05% 267 -902 -2.17% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 40,652 1,913 0.01% 0.01% 266 -62 -0.15% Q4 2025 Feb 12, 2026
PETRA FINANCIAL ADVISORS INC History Added to 40,225 1,893 1.11% 1.07% 268 +1,060 2.71% Q4 2025 Jan 21, 2026
Thrive Capital Management, LLC History Added to 39,846 1,875 0.42% 0.39% 269 +7,536 23.32% Q4 2025 Feb 09, 2026
Atlatl Advisers LLC History Added to 39,038 1,837 0.7% 0.69% 270 +1,951 5.26% Q4 2025 Feb 09, 2026
Security Financial Services, INC. History Added to 38,944 1,833 0.29% 0.27% 271 +3,270 9.17% Q4 2025 Jan 27, 2026
Centurion Wealth Management LLC History Reduced 38,749 1,824 0.4% 0.51% 272 -9,006 -18.86% Q4 2025 Jan 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 38,494 1,812 0.0% 0.0% 273 0 0.0% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 37,729 1,776 0.16% 0.16% 274 +1,567 4.33% Q4 2025 Jan 12, 2026
Westfuller Advisors, LLC History Reduced 37,526 1,766 0.71% 0.88% 275 -3,801 -9.2% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Reduced 37,468 1,763 0.09% 0.11% 276 -4,022 -9.69% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 37,231 1,752 0.03% — 277 +37,231 New Q4 2025 Feb 13, 2026
City State Bank History Added to 36,957 1,739 0.48% 0.5% 278 +235 0.64% Q4 2025 Jan 28, 2026
B. Riley Wealth Advisors, Inc. History Reduced 36,740 1,729 0.08% 0.09% 279 -3,499 -8.7% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Reduced 36,696 1,727 0.1% 0.11% 280 -425 -1.14% Q4 2025 Feb 17, 2026
BDFS Capital LLC History New 36,679 1,726 0.87% — 281 +36,679 New Q4 2025 Feb 26, 2026
Capital Analysts, LLC History Added to 36,598 1,723 0.05% 0.05% 282 +1,246 3.52% Q4 2025 Feb 11, 2026
Worth Asset Management, LLC History New 36,518 1,719 0.73% — 283 +36,518 New Q4 2025 Jan 14, 2026
CONNING INC. History No change 36,000 1,694 0.06% 0.06% 284 0 0.0% Q4 2025 Feb 05, 2026
AlphaStar Capital Management, LLC History Added to 35,955 1,692 0.12% 0.13% 285 +3,185 9.72% Q4 2025 Feb 02, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History New 35,629 1,677 0.21% — 286 +35,629 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 35,104 1,653 0.0% 0.0% 287 -292 -0.82% Q4 2025 Jan 26, 2026
Waverly Advisors, LLC History Added to 34,527 1,625 0.01% 0.01% 288 +11,973 53.09% Q4 2025 Feb 17, 2026
Randall & Associates Wealth Management History Added to 34,384 1,618 1.12% 1.14% 289 +983 2.94% Q4 2025 Jan 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 33,820 1,592 0.01% 0.01% 290 -373 -1.09% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 33,626 1,583 0.03% 0.04% 291 -2,302 -6.41% Q4 2025 Feb 19, 2026
AXS Investments LLC History Reduced 33,311 1,568 0.75% 0.69% 292 -302 -0.9% Q4 2025 Feb 10, 2026
Verdence Capital Advisors LLC History Reduced 33,229 1,564 0.09% 0.17% 293 -30,432 -47.8% Q4 2025 Jan 29, 2026
Crabel Capital Management, LLC History Added to 33,097 1,558 1.18% 0.82% 294 +13,547 69.29% Q4 2025 Feb 17, 2026
OBSIDIAN CIO, LLC History Reduced 32,934 1,550 2.3% 2.13% 295 -312,239 -90.46% Q4 2025 Feb 18, 2026
Ameritas Advisory Services, LLC History Added to 32,641 1,536 0.06% 0.0% 296 +31,986 4883.36% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Added to 31,807 1,497 0.03% 0.02% 297 +12,665 66.16% Q4 2025 Feb 06, 2026
SAX WEALTH ADVISORS, LLC History New 31,641 1,489 0.07% — 298 +31,641 New Q4 2025 Jan 12, 2026
Resonant Capital Advisors, LLC History No change 31,160 1,467 0.08% 0.09% 299 0 0.0% Q4 2025 Jan 29, 2026
Farringdon Capital, Ltd. History Added to 31,033 1,461 0.36% 0.16% 300 +17,316 126.24% Q4 2025 Feb 17, 2026
Summit Wealth Group, LLC History Reduced 29,522 1,389 0.32% 0.34% 301 -463 -1.54% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 29,332 1,380 0.01% — 302 +29,332 New Q4 2025 Feb 18, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 28,897 1,360 0.22% 0.21% 303 +1,722 6.34% Q4 2025 Feb 04, 2026
Rothschild Wealth LLC History Added to 28,894 1,360 0.13% 0.3% 304 +28 0.1% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Reduced 28,440 1,338 0.16% 0.19% 305 -5,565 -16.37% Q4 2025 Jan 07, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 28,328 1,333 0.93% 1.16% 306 -16,000 -36.09% Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History Added to 28,201 1,327 0.1% 0.1% 307 +1,456 5.44% Q4 2025 Jan 29, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 27,426 1,291 0.41% 0.45% 308 -2,030 -6.89% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 26,744 1,259 0.02% 0.03% 309 -4,743 -15.06% Q4 2025 Jan 22, 2026
Inspire Advisors, LLC History Added to 26,547 1,249 0.11% 0.1% 310 +3,852 16.97% Q4 2025 Feb 13, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 25,390 1,231 1.59% 1.1% 311 +9,764 62.49% Q4 2025 Feb 23, 2026
Geneos Wealth Management Inc. History Added to 25,947 1,221 0.03% 0.03% 312 +1,267 5.13% Q4 2025 Jan 28, 2026
Prosperity Planning, Inc. History Added to 25,802 1,214 0.32% 0.33% 313 +66 0.26% Q4 2025 Jan 14, 2026
True North Advisors, LLC History New 25,166 1,184 0.15% — 314 +25,166 New Q4 2025 Jan 22, 2026
Stratos Wealth Partners, LTD. History Reduced 25,116 1,182 0.01% 0.01% 315 -1,600 -5.99% Q4 2025 Jan 20, 2026
A4 Wealth Advisors LLC History Added to 24,444 1,150 1.0% 0.61% 316 +9,051 58.8% Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 24,314 1,144 0.3% — 317 +24,314 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 23,801 1,120 0.07% — 318 +23,801 New Q4 2025 Feb 10, 2026
BLB&B Advisors, LLC History No change 23,604 1,111 0.05% 0.05% 319 0 0.0% Q4 2025 Jan 26, 2026
Midwest Financial Group LLC History New 23,354 1,099 0.49% — 320 +23,354 New Q4 2025 Jan 20, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 23,081 1,086 0.74% 0.7% 321 +1,590 7.4% Q4 2025 Feb 02, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 23,002 1,082 0.06% 0.03% 322 +13,921 153.3% Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Added to 22,895 1,077 0.0% 0.0% 323 +18,482 418.81% Q4 2025 Feb 13, 2026
Essential Planning, LLC. History Reduced 22,877 1,077 0.34% 0.38% 324 -616 -2.62% Q4 2025 Jan 15, 2026
RFG Advisory, LLC History Added to 22,592 1,063 0.02% 0.02% 325 +3,904 20.89% Q4 2025 Feb 03, 2026
TFB Advisors LLC History Added to 22,459 1,057 0.3% 0.3% 326 +852 3.94% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 22,396 1,054 0.14% — 327 +22,396 New Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Reduced 21,041 990 0.09% 0.09% 328 -563 -2.61% Q4 2025 Feb 06, 2026
Kovack Advisors, Inc. History Added to 20,906 984 0.05% 0.08% 329 +2,559 13.95% Q4 2025 Feb 17, 2026
GENESIS PRIVATE WEALTH, LLC History New 20,675 973 0.3% — 330 +20,675 New Q4 2025 Jan 08, 2026
Balboa Wealth Partners History Added to 20,445 962 0.16% 0.15% 331 +2,454 13.64% Q4 2025 Jan 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 20,091 945 0.13% 0.13% 332 +81 0.4% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 19,780 931 0.01% 0.01% 333 +217 1.11% Q4 2025 Feb 13, 2026
HT Partners LLC History Reduced 19,672 926 0.28% 0.29% 334 -287 -1.44% Q4 2025 Jan 21, 2026
LifePlan Investment Advisors, Inc. History Added to 19,640 924 0.38% 0.35% 335 +1,980 11.21% Q4 2025 Feb 09, 2026
Accel Wealth Management History Reduced 19,434 914 0.25% 0.3% 336 -2,258 -10.41% Q4 2025 Jan 20, 2026
Arete Wealth Advisors, LLC History Reduced 19,111 900 0.05% 0.09% 337 -9,867 -34.05% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 19,040 896 0.01% 0.01% 338 -846 -4.25% Q4 2025 Feb 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 18,935 891 0.32% 0.26% 339 +5,768 43.81% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 18,892 889 0.0% 0.0% 340 +17,143 980.16% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Added to 18,714 881 0.02% 0.02% 341 +3,966 26.89% Q4 2025 Feb 13, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 18,466 869 0.27% 0.42% 342 -9,106 -33.03% Q4 2025 Feb 10, 2026
Strategic Financial Partners, Ltd. History Added to 18,259 859 0.37% 0.38% 343 +552 3.12% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 18,181 855 0.01% 0.02% 344 -15,347 -45.77% Q4 2025 Feb 13, 2026
Centennial Bank/AR/ History Added to 17,992 847 0.34% 0.23% 345 +5,575 44.9% Q4 2025 Feb 17, 2026
Global Financial Private Client, LLC History Reduced 17,920 843 0.3% 0.3% 346 -9 -0.05% Q4 2025 Jan 27, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 17,892 842 0.76% 0.79% 347 -343 -1.88% Q4 2025 Jan 23, 2026
Avise Financial Cooperative, Inc. History New 17,063 803 0.72% — 349 +17,063 New Q4 2025 Feb 11, 2026
IVC Wealth Advisors LLC History Reduced 17,071 803 0.35% 0.39% 348 -1,509 -8.12% Q4 2025 Jan 16, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 16,028 754 0.14% 0.1% 350 +730 4.77% Q4 2025 Feb 02, 2026
Legacy Wealth Asset Management, LLC History Added to 15,663 737 0.18% 0.17% 351 +673 4.49% Q4 2025 Jan 12, 2026
Brookwood Investment Group LLC History Reduced 15,506 729 0.09% 0.1% 353 -1,234 -7.37% Q4 2025 Jan 22, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 15,501 729 0.02% 0.02% 352 0 0.0% Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History Added to 15,451 727 0.58% 0.56% 354 +509 3.41% Q4 2025 Feb 04, 2026
Coppell Advisory Solutions LLC History Reduced 15,144 714 0.07% 0.08% 355 -533 -3.4% Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History New 15,153 713 0.08% — 356 +15,153 New Q4 2025 Jan 14, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 14,981 705 0.14% — 357 +14,981 New Q4 2025 Feb 13, 2026
BRIGHTON SECURITIES CORP. History Added to 14,950 703 0.35% 0.3% 358 +2,656 21.6% Q4 2025 Mar 06, 2026
Moors & Cabot, Inc. History Added to 14,907 701 0.03% 0.02% 359 +2,939 24.56% Q4 2025 Feb 10, 2026
Navigation Wealth Management, Inc. History Added to 14,782 695 1.03% 0.97% 360 +691 4.9% Q4 2025 Jan 29, 2026
Ignite Planners, LLC History Added to 14,554 687 0.11% 0.09% 361 +2,754 23.34% Q4 2025 Feb 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 14,585 686 0.0% 0.0% 362 -8,798 -37.63% Q4 2025 Feb 11, 2026
Alteri Wealth LLC History Added to 14,113 664 0.22% 0.22% 364 +763 5.72% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Reduced 14,119 664 0.0% 0.0% 363 -52 -0.37% Q4 2025 Feb 17, 2026
FMR LLC History Added to 13,926 655 0.0% 0.0% 365 +904 6.94% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 13,804 649 0.01% 0.01% 366 -2,635 -16.03% Q4 2025 Jan 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 13,766 648 0.11% — 367 +13,766 New Q4 2025 Feb 12, 2026
AA Financial Advisors, LLC History Added to 13,757 647 0.12% 0.12% 368 +455 3.42% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Added to 13,730 646 0.02% 0.02% 369 +109 0.8% Q4 2025 Jan 30, 2026
Avidian Wealth Enterprises, LLC History Added to 13,740 646 0.02% 0.02% 370 +38 0.28% Q4 2025 Feb 02, 2026
rebel Financial LLC History New 13,577 639 0.27% — 371 +13,577 New Q4 2025 Mar 27, 2026
Independent Advisor Alliance History Added to 13,564 638 0.02% 0.02% 372 +1,244 10.1% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Added to 13,494 635 0.01% 0.0% 373 +6,139 83.47% Q4 2025 Feb 13, 2026
BAM Wealth Management, LLC History Added to 13,504 635 0.46% 0.49% 374 +26 0.19% Q4 2025 Jan 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,335 627 0.0% 0.0% 375 0 0.0% Q4 2025 Feb 17, 2026
Disciplined Investments, LLC History Reduced 13,082 615 0.24% 0.26% 377 -748 -5.41% Q4 2025 Feb 05, 2026
ALTFEST L J & CO INC History Added to 13,074 615 0.07% 0.07% 376 +569 4.55% Q4 2025 Jan 23, 2026
Braun-Bostich & Associates Inc. History Added to 13,003 612 0.38% 0.35% 378 +1,023 8.54% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 12,966 610 0.01% 0.01% 379 -470 -3.5% Q4 2025 Feb 12, 2026
Apella Capital, LLC History New 12,865 605 0.01% — 380 +12,865 New Q4 2025 Jan 21, 2026
ARWA LLC History New 12,363 582 0.34% — 381 +12,363 New Q4 2025 Feb 27, 2026
ROCKLAND TRUST CO History Added to 12,251 576 0.02% 0.02% 382 +1,695 16.06% Q4 2025 Jan 15, 2026
Hexagon Capital Partners LLC History Added to 12,247 576 0.11% 0.11% 383 +444 3.76% Q4 2025 Feb 06, 2026
Advyzon Investment Management, LLC History Added to 11,973 563 0.07% 0.06% 384 +3,978 49.76% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 11,925 561 0.07% 0.08% 385 -1,000 -7.74% Q4 2025 Jan 08, 2026
Trust Point Inc. History Reduced 11,821 556 0.04% 0.05% 386 -80 -0.67% Q4 2025 Jan 13, 2026
Saranac Partners Ltd History Added to 11,728 552 0.22% 0.1% 387 +245 2.13% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 11,718 551 0.01% 0.0% 388 +6,783 137.45% Q4 2025 Feb 02, 2026
Carnegie Investment Counsel History Added to 11,542 543 0.01% 0.01% 389 +3,754 48.2% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History Reduced 11,297 531 0.03% 0.03% 390 -380 -3.25% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 11,253 529 0.24% 0.28% 391 -755 -6.29% Q4 2025 Feb 17, 2026
WT Wealth Management History Added to 11,197 527 0.15% 0.15% 393 +447 4.16% Q4 2025 Feb 02, 2026
Cambridge Advisors Inc. History No change 11,201 527 0.1% 0.1% 392 0 0.0% Q4 2025 Jan 21, 2026
Grey Ledge Advisors, LLC History New 10,945 515 0.12% — 395 +10,945 New Q4 2025 Feb 05, 2026
Advisors Asset Management, Inc. History Reduced 10,950 515 0.01% 0.01% 394 -4,079 -27.14% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Added to 10,838 510 0.01% 0.01% 396 +2,953 37.45% Q4 2025 Feb 17, 2026
Summit Global Investments History Added to 10,795 508 0.03% 0.03% 397 +141 1.32% Q4 2025 Feb 18, 2026
NWAM LLC History Added to 10,749 507 0.03% 0.03% 398 +347 3.34% Q4 2025 Feb 04, 2026
GUIDANCE CAPITAL, INC History Added to 10,738 506 0.12% 0.13% 399 +283 2.71% Q4 2025 Jan 23, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 10,680 502 0.02% 0.02% 400 -38 -0.35% Q4 2025 Feb 13, 2026
Meridian Wealth Partners, LLC History Added to 10,354 487 0.07% 0.07% 401 +49 0.48% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 10,257 482 0.02% 0.02% 402 -320 -3.03% Q4 2025 Feb 13, 2026
Southland Equity Partners LLC History Added to 10,259 482 0.1% 0.1% 403 +162 1.6% Q4 2025 Jan 14, 2026
Koshinski Asset Management, Inc. History Reduced 10,223 481 0.03% 0.03% 404 -114 -1.1% Q4 2025 Feb 03, 2026
Faithward Advisors, LLC History Added to 9,965 469 0.07% 0.06% 405 +1,230 14.08% Q4 2025 Feb 17, 2026
Walleye Partners, LLC History New 9,957 468 0.52% — 407 +9,957 New Q4 2025 Jan 28, 2026
VestGen Investment Management History Reduced 9,942 468 0.26% 0.3% 406 -643 -6.07% Q4 2025 Feb 18, 2026
WAYSTONE ADVISORS LLC History New 9,840 463 0.4% — 408 +9,840 New Q4 2025 Feb 09, 2026
Eagle Bay Advisors LLC History New 9,825 462 0.34% — 409 +9,825 New Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History New 9,774 460 0.01% — 410 +9,774 New Q4 2025 Feb 04, 2026
Montis Financial, LLC History Reduced 9,768 459 0.09% 0.23% 411 -11,631 -54.35% Q4 2025 Feb 11, 2026
Jacobs Equity LLC History New 9,704 456 0.44% — 412 +9,704 New Q4 2025 Feb 19, 2026
PACIFIC FINANCIAL GROUP INC History Added to 9,683 455 0.25% 0.32% 413 +474 5.15% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 9,561 450 0.01% 0.01% 414 +715 8.08% Q4 2025 Feb 06, 2026
Compound Planning, Inc. History Added to 9,467 445 0.01% 0.01% 415 +1,532 19.31% Q4 2025 Feb 19, 2026
Equitable Holdings, Inc. History Reduced 9,423 443 0.0% 0.0% 416 -2,925 -23.69% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 9,370 441 0.03% 0.03% 417 -163 -1.71% Q4 2025 Feb 11, 2026
KERR FINANCIAL PLANNING Corp History Added to 9,244 435 0.59% 0.31% 418 +4,622 100.0% Q4 2025 Feb 10, 2026
EJMK Ventures LLC History New 9,201 433 0.27% — 419 +9,201 New Q4 2025 Mar 03, 2026
WHITTIER TRUST CO History Reduced 9,061 426 0.0% 0.01% 420 -625 -6.45% Q4 2025 Jan 26, 2026
TBH Global Asset Management, LLC History New 8,916 419 0.07% — 421 +8,916 New Q4 2025 Jan 29, 2026
RCS Financial Planning, LLC History Added to 8,853 416 0.18% 0.15% 422 +1,457 19.7% Q4 2025 Jan 15, 2026
Corient Private Wealth LLC History Reduced 8,832 415 0.0% 0.0% 423 -9,388 -51.53% Q4 2025 Mar 09, 2026
NORTHERN TRUST CORP History Added to 8,814 414 0.0% 0.0% 424 +4,026 84.09% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 8,755 412 0.0% 0.0% 425 +3,725 74.06% Q4 2025 Jan 29, 2026
Leo Wealth, LLC History New 8,733 411 0.03% — 426 +8,733 New Q4 2025 Jan 21, 2026
55 North Private Wealth, LLC History New 8,685 408 0.11% — 427 +8,685 New Q4 2025 Jan 27, 2026
Fisher Asset Management, LLC History Reduced 8,605 405 0.0% 0.0% 428 -12,065 -58.37% Q4 2025 Feb 09, 2026
SHAYNE & JACOBS, LLC History No change 8,390 395 0.12% 0.12% 429 0 0.0% Q4 2025 Jan 27, 2026
Dynamic Advisor Solutions LLC History Reduced 8,380 394 0.01% 0.01% 430 -895 -9.65% Q4 2025 Jan 09, 2026
Balefire, LLC History Added to 8,032 378 0.07% 0.07% 431 +562 7.52% Q4 2025 Jan 12, 2026
Argent Trust Co History Reduced 8,024 377 0.01% 0.01% 432 -122 -1.5% Q4 2025 Feb 10, 2026
Argyle Capital Partners, LLC History Added to 7,986 375 0.27% 0.19% 433 +2,323 41.02% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 7,931 373 0.02% 0.02% 434 +243 3.16% Q4 2025 Mar 04, 2026
Pacific Excel Wealth Advisors, Inc. History New 7,889 371 0.7% — 435 +7,889 New Q4 2025 Feb 18, 2026
Cornerstone Planning Group LLC History Added to 7,845 370 0.06% 0.53% 436 +2,577 48.92% Q4 2025 Feb 02, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 7,760 365 0.01% 0.0% 437 +2,712 53.72% Q4 2025 Feb 09, 2026
M1 Capital Management LLC History Added to 7,750 364 0.15% 0.13% 438 +1,426 22.55% Q4 2025 Feb 13, 2026
Cassilly Financial Group LLC History New 7,727 363 0.32% — 439 +7,727 New Q4 2025 Jan 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 7,652 360 0.1% 0.11% 440 -89 -1.15% Q4 2025 Feb 04, 2026
CULTIVAR CAPITAL, INC. History Reduced 7,605 358 0.23% 0.27% 441 -955 -11.16% Q4 2025 Jan 09, 2026
Stirlingshire Investments, Inc. History New 7,526 354 0.31% — 443 +7,526 New Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 7,534 354 0.03% 0.02% 442 +1,468 24.2% Q4 2025 Jan 21, 2026
Buck Wealth Strategies, LLC History Reduced 7,455 350 0.04% 0.05% 444 -1,105 -12.91% Q4 2025 Feb 03, 2026
WORLD EQUITY GROUP, INC. History Added to 7,408 348 0.1% 0.08% 445 +63 0.86% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Reduced 7,379 347 0.01% 0.01% 446 -183 -2.42% Q4 2025 Feb 13, 2026
Lifeworks Advisors, LLC History Added to 7,378 347 0.04% 0.05% 447 +47 0.64% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 7,351 346 0.1% 0.1% 448 0 0.0% Q4 2025 Jan 22, 2026
Acorn Wealth Advisors, LLC History Added to 7,320 344 0.1% 0.11% 449 +118 1.64% Q4 2025 Feb 10, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 7,263 341 0.08% 0.09% 450 -640 -8.1% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Reduced 7,189 338 0.0% 0.0% 451 -2,138 -22.92% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Added to 7,139 336 0.01% 0.01% 452 +691 10.72% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 6,932 326 0.02% 0.02% 453 +710 11.41% Q4 2025 Jan 23, 2026
United Advisor Group, LLC History Reduced 6,842 322 0.04% 0.05% 454 -302 -4.23% Q4 2025 Jan 26, 2026
Walkner Condon Financial Advisors LLC History Reduced 6,835 321 0.04% 0.05% 455 -157 -2.25% Q4 2025 Jan 21, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 9,108 318 0.0% — 456 +9,108 New Q4 2025 Feb 05, 2026
Ellis Investment Partners, LLC History Reduced 6,745 317 0.06% 0.06% 457 -405 -5.66% Q4 2025 Feb 02, 2026
COLUMBIA ADVISORY PARTNERS LLC History New 6,663 313 0.21% — 459 +6,663 New Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Reduced 6,666 313 0.01% 0.02% 458 -429 -6.05% Q4 2025 Feb 05, 2026
FSA Advisors, Inc. History New 14,072 310 0.22% — 461 +14,072 New Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History New 6,595 310 0.01% — 460 +6,595 New Q4 2025 Feb 12, 2026
BARRETT & COMPANY, INC. History Reduced 6,569 309 0.1% 0.11% 462 -90 -1.35% Q4 2025 Jan 28, 2026
Zhang Financial LLC History New 6,509 306 0.01% — 463 +6,509 New Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History No change 6,460 304 0.01% 0.01% 464 0 0.0% Q4 2025 Feb 17, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 6,400 301 0.19% 0.23% 465 0 0.0% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Reduced 6,211 292 0.0% 0.0% 466 -2,472 -28.47% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 6,200 291 0.0% — 468 +6,200 New Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Added to 6,199 291 0.02% 0.02% 467 +76 1.24% Q4 2025 Feb 03, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,120 288 0.02% 0.03% 469 0 0.0% Q4 2025 Jan 28, 2026
DELTA FINANCIAL ADVISORS LLC History New 6,074 285 0.07% — 471 +6,074 New Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History New 6,057 285 0.0% — 470 +6,057 New Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Added to 6,049 284 0.02% 0.02% 472 +2,014 49.91% Q4 2025 Feb 13, 2026
Redwood Investment Management, LLC History Reduced 5,985 282 0.03% 0.03% 473 -695 -10.4% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Reduced 5,989 281 0.02% 0.13% 474 -27,154 -81.93% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 5,898 277 0.0% 0.0% 475 +4 0.07% Q4 2025 Feb 09, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 5,852 275 0.04% 0.05% 476 -803 -12.07% Q4 2025 Jan 28, 2026
Essex Bank History Added to 5,783 272 0.06% 0.05% 477 +770 15.36% Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Added to 5,726 269 0.01% 0.01% 478 +1,053 22.53% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History New 5,700 268 0.0% — 479 +5,700 New Q4 2025 Jan 30, 2026
INTEGRITY ALLIANCE, LLC. History New 5,600 263 0.01% — 480 +5,600 New Q4 2025 Feb 09, 2026
Pinnacle Financial Partners, Inc. History New 5,556 261 0.0% — 482 +5,556 New Q4 2025 Feb 18, 2026
Proactive Wealth Strategies LLC History Added to 5,554 261 0.1% 0.11% 481 +136 2.51% Q4 2025 Feb 05, 2026
Silver Grove Financial Group, Inc. History Reduced 5,541 260 0.23% 0.25% 483 -151 -2.65% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 5,491 258 0.01% 0.01% 484 -540 -8.95% Q4 2025 Feb 06, 2026
Trivium Point Advisory, LLC History Reduced 5,489 258 0.03% 0.03% 485 -464 -7.79% Q4 2025 Jan 26, 2026
Joel Isaacson & Co., LLC History No change 5,432 255 0.01% 0.01% 486 0 0.0% Q4 2025 Jan 30, 2026
Hardworking Capital Advisors, LLC History New 5,376 253 0.23% — 487 +5,376 New Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Reduced 5,324 250 0.01% 0.01% 488 -306 -5.44% Q4 2025 Jan 21, 2026
Rossby Financial, LCC History Added to 5,317 250 0.08% 0.08% 489 +68 1.3% Q4 2025 Feb 12, 2026
Spire Wealth Management History Added to 5,289 248 0.01% 0.01% 490 +18 0.34% Q4 2025 Jan 14, 2026
WEDBUSH SECURITIES INC History Reduced 5,237 247 0.01% 0.01% 491 -123 -2.29% Q4 2025 Feb 12, 2026
REAP Financial Group, LLC History Reduced 5,161 242 0.05% 0.06% 493 -1,158 -18.33% Q4 2025 Feb 10, 2026
Belpointe Asset Management LLC History Added to 5,141 242 0.01% 0.01% 492 +28 0.55% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Added to 5,124 241 0.0% 0.0% 494 +61 1.2% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 5,129 241 0.03% 0.03% 495 +8 0.16% Q4 2025 Feb 13, 2026
Freedom Investment Management, Inc. History Added to 5,118 240 0.07% 0.06% 496 +286 5.92% Q4 2025 Feb 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 5,164 240 0.08% 0.14% 497 +260 5.3% Q4 2025 Jan 22, 2026
Merited Wealth, LLC History New 5,060 238 0.22% — 499 +5,060 New Q4 2025 Mar 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 5,047 238 0.02% 0.02% 498 -444 -8.09% Q4 2025 Jan 15, 2026
Elite Life Management LLC History No change 5,040 237 0.38% 0.48% 500 0 0.0% Q4 2025 Feb 09, 2026
Yoffe Investment Management, LLC History No change 5,051 237 0.3% 0.31% 501 0 0.0% Q4 2025 Jan 26, 2026
Carter Financial Group, INC. History Reduced 4,972 234 0.14% 0.15% 503 -212 -4.09% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 4,991 234 0.01% 0.01% 502 +170 3.53% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Reduced 4,943 232 0.0% 0.0% 504 -651 -11.64% Q4 2025 Feb 12, 2026
Successful Portfolios LLC History Reduced 4,895 231 0.12% 0.14% 505 -115 -2.3% Q4 2025 Jan 23, 2026
Phoenix Financial Ltd. History Reduced 4,787 225 0.0% 0.0% 506 -2,080 -30.29% Q4 2025 Feb 05, 2026
LongView Wealth Management History Reduced 4,745 224 0.05% 0.08% 507 -1,723 -26.64% Q4 2025 Jan 13, 2026
Elequin Capital, LP History New 4,700 221 0.02% — 508 +4,700 New Q4 2025 Feb 17, 2026
Caitlin John, LLC History Added to 4,687 220 0.14% 0.15% 509 +93 2.02% Q4 2025 Feb 18, 2026
Ascent Group, LLC History Reduced 4,656 219 0.01% 0.01% 510 -3,698 -44.27% Q4 2025 Jan 20, 2026
Decker Retirement Planning Inc. History Reduced 4,639 218 0.11% 0.13% 511 -323 -6.51% Q4 2025 Jan 26, 2026
Indivisible Partners History New 4,628 217 0.02% — 513 +4,628 New Q4 2025 Feb 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 4,622 217 0.01% 0.01% 512 -72 -1.53% Q4 2025 Jan 26, 2026
Dakota Wealth Management History New 4,505 212 0.0% — 514 +4,505 New Q4 2025 Jan 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 4,520 212 0.02% 0.02% 515 -281 -5.85% Q4 2025 Feb 12, 2026
Clean Yield Group History No change 4,482 211 0.06% 0.06% 516 0 0.0% Q4 2025 Jan 26, 2026
Wealthspire Retirement, LLC History New 4,464 210 0.01% — 517 +4,464 New Q4 2025 Feb 18, 2026
Forefront Wealth Partners, LLC History New 4,452 209 0.1% — 519 +4,452 New Q4 2025 Feb 06, 2026
Archer Investment Corp History Added to 4,454 209 0.05% 0.04% 518 +582 15.03% Q4 2025 Jan 30, 2026
Integrated Wealth Management History New 4,423 208 0.23% — 520 +4,423 New Q4 2025 Mar 03, 2026
TCV Trust & Wealth Management, Inc. History Reduced 4,405 207 0.02% 0.02% 521 -659 -13.01% Q4 2025 Jan 23, 2026
Ashton Thomas Private Wealth, LLC History New 4,378 206 0.01% — 523 +4,378 New Q4 2025 Jan 29, 2026
Cornerstone Wealth Management, LLC History Reduced 4,394 206 0.01% 0.01% 522 -329 -6.97% Q4 2025 Feb 05, 2026
PRIVATE TRUST CO NA History Reduced 4,365 205 0.02% 0.02% 524 -886 -16.87% Q4 2025 Jan 26, 2026
J. L. Bainbridge & Co., Inc. History Reduced 4,357 205 0.02% 0.02% 525 -78 -1.76% Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History Reduced 4,354 204 0.01% 0.01% 527 -3,904 -47.28% Q4 2025 Jan 13, 2026
MONECO ADVISORS, LLC History Reduced 4,347 204 0.02% 0.02% 526 -370 -7.84% Q4 2025 Feb 04, 2026
SageView Advisory Group, LLC History Added to 4,343 204 0.01% 0.01% 528 +60 1.4% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Added to 3,805 179 0.09% 0.03% 529 +2,522 196.57% Q4 2025 Feb 03, 2026
BLAIR WILLIAM & CO/IL History Added to 3,782 178 0.0% 0.0% 530 +52 1.39% Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Reduced 3,682 173 0.06% 0.07% 531 -28 -0.75% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 3,655 172 0.01% — 532 +3,655 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History No change 3,587 168 0.0% 0.0% 533 0 0.0% Q4 2025 Feb 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 3,380 159 0.01% — 534 +3,380 New Q4 2025 Feb 03, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 2,963 139 0.01% 0.01% 535 -751 -20.22% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 2,956 139 0.04% 0.12% 536 +458 18.33% Q4 2025 Feb 17, 2026
MASECO LLP History No change 290 136 0.01% 0.0% 537 0 0.0% Q4 2025 Jan 22, 2026
Imprint Wealth LLC History Added to 2,765 130 0.61% 0.08% 538 +2,234 420.72% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 2,698 127 0.02% — 539 +2,698 New Q4 2025 Jan 27, 2026
Aptus Capital Advisors, LLC History Reduced 2,623 123 0.0% 0.0% 540 -444 -14.48% Q4 2025 Feb 13, 2026
ROGCO, LP History No change 2,288 107 0.04% 0.04% 541 0 0.0% Q4 2025 Jan 30, 2026
Piscataqua Savings Bank History New 2,249 105 0.07% — 542 +2,249 New Q4 2025 Jan 16, 2026
Richard W. Paul & Associates, LLC History Reduced 2,221 104 0.03% 0.04% 543 -76 -3.31% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Added to 2,144 100 0.04% — 544 +2,129 14193.33% Q4 2025 Feb 13, 2026
Winthrop Capital Management, LLC History No change 2,064 97 0.02% 0.02% 545 0 0.0% Q4 2025 Feb 10, 2026
Front Row Advisors LLC History No change 2,000 94 0.03% 0.03% 546 0 0.0% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Reduced 1,764 83 0.0% 0.0% 547 -348 -16.48% Q4 2025 Feb 02, 2026
BARD ASSOCIATES INC History Reduced 1,719 80 0.02% 0.19% 548 -13,153 -88.44% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 1,720 80 0.03% — 549 +1,720 New Q4 2025 Jan 23, 2026
Sound Income Strategies, LLC History Reduced 1,649 77 0.0% 0.0% 550 -9 -0.54% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 1,623 76 0.0% 0.01% 551 +18 1.12% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History No change 1,559 73 0.0% 0.0% 552 0 0.0% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,465 68 0.0% 0.0% 553 0 0.0% Q4 2025 Feb 17, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,345 63 0.04% 0.04% 554 0 0.0% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History New 1,314 61 0.01% — 555 +1,314 New Q4 2025 Feb 11, 2026
Wells Financial Advisors INC History Reduced 1,213 57 0.11% 0.17% 556 -1,467 -54.74% Q4 2025 Feb 02, 2026
CDKV HOLDINGS LLC History New 1,222 57 0.05% — 557 +1,222 New Q4 2025 Feb 17, 2026
Community Bank, N.A. History New 1,060 49 0.01% — 558 +1,060 New Q4 2025 Feb 04, 2026
DUNCKER STREETT & CO INC History No change 1,040 48 0.01% 0.01% 559 0 0.0% Q4 2025 Jan 27, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,028 48 0.03% 0.03% 560 0 0.0% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 975 46 0.0% 0.0% 561 +627 180.17% Q4 2025 Feb 09, 2026
IFC & Insurance Marketing, Inc. History New 957 45 0.04% — 562 +957 New Q4 2025 Feb 12, 2026
Ironwood Wealth Management, LLC. History New 944 44 0.01% — 564 +944 New Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 943 44 0.0% 0.0% 563 -88 -8.54% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 916 43 0.0% — 565 +916 New Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History Added to 926 43 0.01% 0.01% 566 +246 36.18% Q4 2025 Jan 29, 2026
SIGNATUREFD, LLC History Added to 864 40 0.0% 0.0% 567 +790 1067.57% Q4 2025 Jan 20, 2026
Investors Research Corp History Added to 853 40 0.01% 0.01% 568 +140 19.64% Q4 2025 Jan 06, 2026
Frazier Financial Advisors, LLC History No change 869 40 0.02% 0.02% 569 0 0.0% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 837 39 0.0% 0.0% 570 +610 268.72% Q4 2025 Feb 12, 2026
Millstone Evans Group, LLC History No change 829 39 0.02% 0.02% 571 0 0.0% Q4 2025 Feb 02, 2026
SBI Securities Co., Ltd. History Added to 820 38 0.0% 0.0% 572 +365 80.22% Q4 2025 Feb 03, 2026
Quest 10 Wealth Builders, Inc. History Reduced 824 38 0.03% 0.04% 573 -3 -0.36% Q4 2025 Jan 29, 2026
CITY HOLDING CO History No change 800 37 0.0% 0.0% 574 0 0.0% Q4 2025 Jan 22, 2026
TCTC Holdings, LLC History No change 791 37 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 12, 2026
Rosenberg Matthew Hamilton History No change 748 35 0.01% 0.01% 576 0 0.0% Q4 2025 Jan 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 740 34 0.03% 0.03% 577 +8 1.09% Q4 2025 Feb 10, 2026
Motiv8 Investments LLC History New 683 32 0.02% — 578 +683 New Q4 2025 Feb 13, 2026
Key FInancial Inc History Added to 641 30 0.01% 0.0% 579 +361 128.93% Q4 2025 Feb 09, 2026
MilWealth Group LLC History New 631 29 0.01% — 581 +631 New Q4 2025 Feb 02, 2026
Kingdom Financial Group LLC. History New 619 29 0.01% — 580 +619 New Q4 2025 Feb 06, 2026
LRI Investments, LLC History Reduced 588 27 0.0% 0.0% 582 -60 -9.26% Q4 2025 Feb 04, 2026
Breakwater Investment Management History No change 590 27 0.01% 0.01% 583 0 0.0% Q4 2025 Feb 02, 2026
Murphy & Mullick Capital Management Corp History Reduced 563 26 0.02% 0.05% 585 -771 -57.8% Q4 2025 Feb 10, 2026
Asset Dedication, LLC History No change 565 26 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 26, 2026
DecisionPoint Financial, LLC History New 540 25 0.01% — 586 +540 New Q4 2025 Jan 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 548 25 0.0% 0.01% 587 -10 -1.79% Q4 2025 Feb 09, 2026
Glen Eagle Advisors, LLC History Added to 530 24 0.0% 0.0% 589 +499 1609.68% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 515 24 0.0% 0.0% 588 -14 -2.65% Q4 2025 Feb 05, 2026
Global Wealth Strategies & Associates History Reduced 493 23 0.01% 0.01% 590 -606 -55.14% Q4 2025 Jan 02, 2026
Stone House Investment Management, LLC History New 479 22 0.0% — 593 +479 New Q4 2025 Jan 21, 2026
CITIGROUP INC History No change 476 22 0.0% 0.0% 591 0 0.0% Q4 2025 Feb 13, 2026
First PREMIER Bank History No change 470 22 0.01% 0.0% 592 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Co / SC History Reduced 460 21 0.0% 0.0% 595 -23 -4.76% Q4 2025 Feb 12, 2026
SOA Wealth Advisors, LLC. History No change 465 21 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 20, 2026
Signature Equity Partners, LLC History New 388 18 0.01% — 597 +388 New Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 399 18 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Reduced 362 17 0.0% 0.01% 598 -1,101 -75.26% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 368 17 0.01% — 601 +368 New Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History No change 363 17 0.0% 0.0% 599 0 0.0% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History No change 371 17 0.0% 0.0% 600 0 0.0% Q4 2025 Feb 26, 2026
Lodestone Wealth Management LLC History New 361 16 0.01% — 603 +361 New Q4 2025 Jan 15, 2026
REICON WEALTH ADVISORS, LLC History New 360 16 0.01% — 602 +360 New Q4 2025 Jan 30, 2026
Hilton Head Capital Partners, LLC History New 352 16 0.01% — 605 +352 New Q4 2025 Feb 11, 2026
WPG Advisers, LLC History No change 340 16 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 338 15 0.0% 0.0% 607 -891 -72.5% Q4 2025 Feb 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 335 15 0.01% — 609 +335 New Q4 2025 Mar 05, 2026
Signature Resources Capital Management, LLC History Added to 332 15 0.01% 0.0% 608 +308 1283.33% Q4 2025 Jan 21, 2026
Bangor Savings Bank History No change 328 15 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 16, 2026
BLUELINE ADVISORS LLC History New 318 14 0.01% — 611 +318 New Q4 2025 Feb 10, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 307 14 0.0% 0.0% 610 +101 49.03% Q4 2025 Feb 04, 2026
EASTERN BANK History Added to 274 12 0.0% 0.0% 613 +49 21.78% Q4 2025 Jan 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 256 12 0.0% 0.0% 612 +4 1.59% Q4 2025 Feb 06, 2026
Strive Financial Group ,LLC History New 239 11 0.01% — 616 +239 New Q4 2025 Feb 18, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 249 11 0.0% 0.0% 614 0 0.0% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History No change 242 11 0.0% 0.0% 615 0 0.0% Q4 2025 Feb 03, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 223 10 0.0% 0.01% 617 -20 -8.23% Q4 2025 Jan 12, 2026
Clark Wealth Partners History No change 216 10 0.01% 0.01% 618 0 0.0% Q4 2025 Feb 04, 2026
MCGUIRE CAPITAL ADVISORS INC History New 212 9 0.01% — 620 +212 New Q4 2025 Feb 19, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 207 9 0.0% — 619 +207 New Q4 2025 Jan 27, 2026
TUCKER ASSET MANAGEMENT LLC History New 171 8 0.0% — 622 +171 New Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 175 8 0.0% 0.0% 621 +5 2.94% Q4 2025 Jan 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 173 8 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 09, 2026
Fourth Dimension Wealth, LLC History No change 171 8 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 04, 2026
PROSPERITY BANCSHARES INC History New 169 7 0.01% — 625 +169 New Q4 2025 Feb 17, 2026
Quarry LP History New 150 7 0.0% — 629 +150 New Q4 2025 Feb 13, 2026
EPG Wealth Management LLC History Reduced 163 7 0.0% 0.0% 627 -18 -9.94% Q4 2025 Jan 28, 2026
North Star Investment Management Corp. History No change 160 7 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 30, 2026
WOLFF WIESE MAGANA LLC History No change 155 7 0.0% 0.0% 628 0 0.0% Q4 2025 Jan 14, 2026
Darwin Wealth Management, LLC History Added to 131 6 0.0% 0.0% 630 +2 1.55% Q4 2025 Jan 22, 2026
BFSG, LLC History No change 145 6 0.0% 0.0% 631 0 0.0% Q4 2025 Jan 22, 2026
Palouse Capital Management, Inc. History New 123 5 0.0% — 632 +123 New Q4 2025 Jan 23, 2026
Garner Asset Management Corp History New 113 5 0.0% — 633 +113 New Q4 2025 Feb 03, 2026
Avion Wealth History No change 107 5 0.0% 0.0% 634 0 0.0% Q4 2025 Jan 23, 2026
Tidemark, LLC History Reduced 106 4 0.0% 0.01% 636 -690 -86.68% Q4 2025 Feb 10, 2026
Plante Moran Financial Advisors, LLC History Reduced 88 4 0.0% 0.0% 635 -57 -39.31% Q4 2025 Feb 05, 2026
Crews Bank & Trust History Reduced 100 4 0.0% 0.0% 638 -32 -24.24% Q4 2025 Jan 21, 2026
Wiser Advisor Group LLC History Added to 106 4 0.0% 0.0% 637 +2 1.92% Q4 2025 Feb 09, 2026
Camelot Portfolios, LLC History New 80 3 0.0% — 641 +80 New Q4 2025 Jan 29, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 74 3 0.0% — 646 +74 New Q4 2025 Jan 28, 2026
Lloyd Advisory Services, LLC. History New 66 3 0.0% — 643 +66 New Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History New 63 3 0.0% — 642 +63 New Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 81 3 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 10, 2026
ALBION FINANCIAL GROUP /UT History No change 72 3 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 21, 2026
Values First Advisors, Inc. History No change 70 3 0.0% 0.0% 644 0 0.0% Q4 2025 Jan 30, 2026
ORG Partners LLC History No change 64 3 0.0% 0.0% 645 0 0.0% Q4 2025 Jan 14, 2026
Bogart Wealth, LLC History Reduced 60 2 0.0% 0.01% 651 -3,736 -98.42% Q4 2025 Jan 30, 2026
TOMPKINS FINANCIAL CORP History New 63 2 0.0% — 648 +63 New Q4 2025 Jan 08, 2026
Networth Advisors, LLC History New 57 2 0.0% — 656 +57 New Q4 2025 Jan 22, 2026
MOTCO History New 43 2 0.0% — 649 +43 New Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History Added to 60 2 0.0% 0.0% 650 +1 1.69% Q4 2025 Feb 20, 2026
AMERIFLEX GROUP, INC. History Reduced 43 2 0.0% 0.0% 655 -1 -2.27% Q4 2025 Feb 18, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 55 2 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 23, 2026
Biltmore Family Office, LLC History No change 52 2 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 04, 2026
N.E.W. Advisory Services LLC History No change 62 2 0.0% 0.0% 653 0 0.0% Q4 2025 Jan 28, 2026
Transce3nd, LLC History No change 55 2 0.02% — 654 0 0.0% Q4 2025 Feb 06, 2026
HOWE & RUSLING INC History Reduced 35 1 0.0% 0.0% 658 -1,421 -97.6% Q4 2025 Feb 17, 2026
SouthState Bank Corp History New 36 1 0.0% — 657 +36 New Q4 2025 Feb 11, 2026
Strategic Advocates LLC History New 32 1 0.0% — 665 +32 New Q4 2025 Feb 11, 2026
Team Financial Group, LLC History New 26 1 0.0% — 661 +26 New Q4 2025 Jan 13, 2026
Clayton Financial Group LLC History New 25 1 0.0% — 666 +25 New Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History No change 42 1 0.0% 0.0% 659 0 0.0% Q4 2025 Jan 28, 2026
DHJJ Financial Advisors, Ltd. History No change 30 1 0.0% 0.0% 660 0 0.0% Q4 2025 Jan 23, 2026
New Millennium Group LLC History No change 22 1 0.0% 0.0% 662 0 0.0% Q4 2025 Feb 06, 2026
Register Financial Advisors LLC History No change 27 1 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 21, 2026
Glass Jacobson Investment Advisors llc History No change 38 1 0.0% 0.0% 664 0 0.0% Q4 2025 Jan 22, 2026
United Financial Planning Group LLC History No change 29 1 0.0% 0.0% 667 0 0.0% Q4 2025 Feb 11, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.42% — -2,271,932 -100.0% Q3 2025 Nov 10, 2025
Garde Capital, Inc. History Closed out 0 0 — 1.86% — -813,559 -100.0% Q3 2025 Dec 16, 2025
BlueStem Wealth Partners, LLC History Closed out 0 0 — 3.21% — -597,332 -100.0% Q3 2025 Nov 12, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.45% — -76,803 -100.0% Q3 2025 Nov 12, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 — 0.05% — -22,890 -100.0% Q3 2025 Nov 07, 2025
MILESTONE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.17% — -18,679 -100.0% Q3 2025 Oct 15, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.13% — -17,777 -100.0% Q3 2025 Nov 03, 2025
Axecap Investments, LLC History Closed out 0 0 — 0.48% — -16,734 -100.0% Q3 2025 Oct 29, 2025
Fund Evaluation Group, LLC History Closed out 0 0 — 0.03% — -16,650 -100.0% Q3 2025 Nov 12, 2025
Arlington Capital Management, Inc. History Closed out 0 0 — 0.44% — -14,798 -100.0% Q3 2025 Nov 14, 2025
SURIENCE PRIVATE WEALTH LLC History Closed out 0 0 — 0.58% — -13,490 -100.0% Q3 2025 Oct 09, 2025
Meridian Wealth Management, LLC History Closed out 0 0 — 0.02% — -11,750 -100.0% Q3 2025 Nov 04, 2025
CHOREO, LLC History Closed out 0 0 — 0.01% — -10,076 -100.0% Q3 2025 Nov 12, 2025
Maia Wealth LLC History Closed out 0 0 — 0.07% — -9,323 -100.0% Q3 2025 Nov 13, 2025
Investment Research Partners LLC History Closed out 0 0 — 0.19% — -8,827 -100.0% Q3 2025 Dec 01, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.0% — -8,595 -100.0% Q3 2025 Oct 23, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -7,486 -100.0% Q3 2025 Oct 14, 2025
ORLEANS CAPITAL MANAGEMENT CORP/LA History Closed out 0 0 — 0.2% — -6,650 -100.0% Q3 2025 Nov 12, 2025
Stelac Advisory Services LLC History Closed out 0 0 — 0.1% — -6,427 -100.0% Q3 2025 Nov 13, 2025
Drucker Wealth 3.0, LLC History Closed out 0 0 — 0.05% — -6,134 -100.0% Q3 2025 Nov 07, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.0% — -5,870 -100.0% Q3 2025 Nov 14, 2025
SAGESPRING WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -5,210 -100.0% Q3 2025 Oct 31, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.0% — -4,954 -100.0% Q3 2025 Nov 13, 2025
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.03% — -4,709 -100.0% Q3 2025 Oct 31, 2025
CENTAURUS FINANCIAL, INC. History Closed out 0 0 — 0.01% — -3,772 -100.0% Q3 2025 Nov 20, 2025
PIN OAK INVESTMENT ADVISORS INC History Closed out 0 0 — 0.05% — -1,651 -100.0% Q3 2025 Nov 17, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.01% — -1,398 -100.0% Q3 2025 Nov 07, 2025
Wealth Watch Advisors, INC History Reduced 21 0 — 0.02% — -1,205 -98.29% Q4 2025 Feb 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -851 -100.0% Q3 2025 Nov 04, 2025
Fortitude Family Office, LLC History Closed out 0 0 — 0.01% — -809 -100.0% Q3 2025 Oct 17, 2025
Bank of Jackson Hole Trust History Closed out 0 0 — 0.01% — -390 -100.0% Q3 2025 Oct 31, 2025
United Community Bank History Closed out 0 0 — 0.0% — -303 -100.0% Q3 2025 Nov 04, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.0% — -273 -100.0% Q3 2025 Oct 08, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -259 -100.0% Q3 2025 Oct 07, 2025
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.0% — -146 -100.0% Q3 2025 Oct 07, 2025
Pacifica Partners Inc. History Closed out 0 0 — 0.0% — -133 -100.0% Q3 2025 Oct 09, 2025
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -116 -100.0% Q3 2025 Oct 29, 2025
BankPlus Trust Department History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2025 Oct 17, 2025
Bear Mountain Capital, Inc. History Reduced 2 0 — 0.0% — -50 -96.15% Q4 2025 Jan 22, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2025 Nov 14, 2025
GHP Investment Advisors, Inc. History Closed out 0 0 — — — -17 -100.0% Q3 2025 Oct 31, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — — — -16 -100.0% Q3 2025 Nov 14, 2025
Heritage Wealth Advisors History Closed out 0 0 — — — -16 -100.0% Q3 2025 Nov 13, 2025
Richardson Capital Management LLC History New 15 0 — — — +15 New Q4 2025 Jan 30, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2025 Nov 12, 2025
TRUST CO OF VERMONT History New 12 0 — — — +12 New Q4 2025 Jan 16, 2026
Keener Financial Planning LLC History Closed out 0 0 — — — -10 -100.0% Q3 2025 Nov 07, 2025
Ares Financial Consulting, LLC History New 2 0 — — — +2 New Q4 2025 Jan 30, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 21 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
CBIZ Investment Advisory Services, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
HighMark Wealth Management LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
Integrity Financial Corp /WA History No change 11 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Smallwood Wealth Investment Management, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Creative Capital Management Investments LLC History No change 8 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Kilter Group LLC History No change 11 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 11 0 — — — 0 0.0% Q4 2025 Feb 10, 2026