VANGUARD WORLD FUND - VPU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 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
MORGAN STANLEY History Added to 1,145,923 212,042 0.01% 0.01% 1 +37,431 3.38% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,003,873 185,756 0.01% 0.01% 2 -2,383 -0.24% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 893,163 165,270 0.05% 0.05% 3 +60,554 7.27% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 679,099 125,660 0.08% 0.08% 4 +20,615 3.13% Q4 2025 Feb 10, 2026
Beacon Capital Management, Inc. History Reduced 563,909 104,345 5.58% 5.78% 5 -75,190 -11.77% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 459,818 85,084 0.03% 0.03% 6 -58,571 -11.3% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Added to 411,752 76,190 0.21% 0.2% 7 +39,004 10.46% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 400,718 74,148 0.01% 0.01% 8 +56,972 16.57% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 344,439 63,734 0.01% 0.01% 9 +61,687 21.82% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 341,238 63,244 0.01% 0.01% 10 +43,896 14.76% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 230,614 42,716 0.06% 0.06% 11 -2,236 -0.96% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 227,153 42,032 0.08% 0.09% 12 -1,419 -0.62% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 219,551 40,625 0.01% 0.01% 13 +22,624 11.49% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 211,919 39,214 0.01% — 14 +211,919 New Q4 2025 Feb 17, 2026
PGIM Custom Harvest LLC History Added to 211,596 39,153 0.58% 0.56% 15 +15,925 8.14% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 203,334 37,625 0.07% 0.07% 16 +3,084 1.54% Q4 2025 Mar 16, 2026
Cetera Investment Advisers History Added to 185,382 34,303 0.04% 0.04% 17 +124 0.07% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 184,217 34,087 0.05% 0.04% 18 +3,910 2.17% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 122,135 22,599 0.84% 0.08% 19 +115,773 1819.76% Q4 2025 Feb 04, 2026
Cambridge Investment Research Advisors, Inc. History Added to 119,941 22,194 0.06% 0.06% 20 +2,261 1.92% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Added to 105,792 19,577 0.02% 0.02% 21 +624 0.59% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 119,030 19,480 0.03% 0.01% 22 +98,735 486.5% Q4 2025 Mar 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 103,672 19,183 1.21% 1.27% 23 +4,047 4.06% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 103,107 19,078 0.05% 0.04% 24 +18,104 21.3% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 93,167 17,239 1.09% 1.14% 25 +766 0.83% Q4 2025 Jan 23, 2026
Allied Investment Advisors, LLC History Reduced 88,342 16,346 2.53% 2.67% 26 -307 -0.35% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 86,240 15,957 0.0% 0.0% 27 +10,334 13.61% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Reduced 85,990 15,911 0.06% 0.06% 28 -801 -0.92% Q4 2025 Feb 12, 2026
Unconventional Investor, LLC History Reduced 80,177 14,835 7.05% 7.85% 29 -2,477 -3.0% Q4 2025 Feb 05, 2026
Quadrature Capital Ltd History New 79,615 14,731 0.15% — 30 +79,615 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 76,651 14,183 0.01% 0.01% 31 -876 -1.13% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 70,379 13,166 0.04% 0.04% 32 +4,061 6.12% Q4 2025 Feb 10, 2026
SWAN Capital LLC History Added to 62,019 11,476 4.46% 4.31% 33 +5,839 10.39% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Reduced 61,737 11,423 0.05% 0.06% 34 -2,741 -4.25% Q4 2025 Feb 17, 2026
Nelson Capital Management, LLC History Added to 61,406 11,362 1.33% 1.36% 35 +888 1.47% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Reduced 59,799 11,065 0.02% 0.02% 36 -447 -0.74% Q4 2025 Feb 11, 2026
VESTOR CAPITAL, LLC History Reduced 580 10,742 0.74% 0.71% 37 -57,714 -99.01% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 57,412 10,623 0.03% 0.03% 38 +438 0.77% Q4 2025 Feb 17, 2026
Pallas Capital Advisors LLC History Reduced 56,646 10,481 0.35% 0.41% 39 -2,436 -4.12% Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 56,276 10,413 0.01% 0.01% 40 -459 -0.81% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Added to 53,909 9,975 2.31% 2.43% 41 +482 0.9% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 52,028 9,627 0.01% 0.01% 42 +1,849 3.68% Q4 2025 Feb 06, 2026
Goldstone Financial Group, LLC History Added to 51,337 9,499 1.06% 1.1% 43 +2,060 4.18% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 50,566 9,356 0.12% 0.08% 44 +20,356 67.38% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 50,388 9,323 0.01% 0.01% 45 -2,339 -4.44% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 47,297 8,752 0.02% 0.02% 46 -1,332 -2.74% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 46,315 8,570 0.0% 0.0% 47 +26,444 133.08% Q4 2025 Mar 25, 2026
McIlrath & Eck, LLC History Added to 42,248 7,817 0.73% 0.0% 48 +42,053 21565.64% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History Added to 40,943 7,576 0.37% 0.36% 49 +1,729 4.41% Q4 2025 Jan 20, 2026
Greenline Partners, LLC History Added to 40,610 7,514 0.86% 0.86% 50 +3,084 8.22% Q4 2025 Feb 17, 2026
David Kennon Inc History Reduced 38,406 7,106 2.53% 2.69% 51 -1,098 -2.78% Q4 2025 Jan 26, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 36,987 6,844 0.05% 0.05% 52 +6,538 21.47% Q4 2025 Jan 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 36,900 6,827 0.02% 0.01% 53 +9,400 34.18% Q4 2025 Feb 10, 2026
Richmond Brothers, Inc. History Reduced 36,718 6,794 4.32% 4.94% 54 -4,594 -11.12% Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 36,614 6,775 0.22% 0.23% 55 -448 -1.21% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 32,580 6,028 0.29% 0.31% 56 -173 -0.53% Q4 2025 Feb 04, 2026
Proficio Capital Partners LLC History Added to 32,345 5,985 0.42% 0.25% 57 +13,390 70.64% Q4 2025 Feb 12, 2026
Creative Planning History Added to 30,444 5,633 0.0% 0.0% 58 +3,346 12.35% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 29,809 5,515 0.01% 0.01% 59 +111 0.37% Q4 2025 Feb 18, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 29,128 5,389 0.0% 0.0% 60 +8,991 44.65% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 29,068 5,378 0.06% 0.07% 61 +3,307 12.84% Q4 2025 Jan 23, 2026
Porter White Investment Advisors, Inc. History Added to 28,769 5,323 2.18% 2.33% 62 +128 0.45% Q4 2025 Jan 29, 2026
Hamilton Wealth, LLC History Added to 28,581 5,288 1.01% 1.08% 63 +1,363 5.01% Q4 2025 Feb 19, 2026
IFG Advisory, LLC History Added to 27,621 5,110 0.22% 0.24% 64 +6 0.02% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 27,537 5,095 0.1% 0.1% 65 +4,040 17.19% Q4 2025 Feb 09, 2026
BARD ASSOCIATES INC History Added to 26,886 4,974 1.28% 1.08% 66 +5,349 24.84% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Reduced 26,804 4,959 0.09% 0.1% 67 -533 -1.95% Q4 2025 Jan 13, 2026
Aspire Capital Advisors LLC History Reduced 26,569 4,916 1.15% 1.25% 68 -156 -0.58% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Added to 26,389 4,882 0.03% 0.02% 69 +15,526 142.93% Q4 2025 Feb 18, 2026
Kestra Advisory Services, LLC History Added to 26,036 4,817 0.02% 0.02% 70 +2,178 9.13% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 25,784 4,771 0.0% 0.0% 71 -5,441 -17.43% Q4 2025 Feb 17, 2026
Moss Adams Wealth Advisors LLC History No change 25,645 4,745 0.34% 0.38% 72 0 0.0% Q4 2025 Jan 26, 2026
Visionary Wealth Advisors History Added to 24,671 4,565 0.21% 0.22% 73 +326 1.34% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History Added to 24,198 4,477 0.56% 0.6% 74 +176 0.73% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Added to 23,843 4,411 0.64% 0.69% 75 +2,086 9.59% Q4 2025 Jan 22, 2026
Venturi Wealth Management, LLC History New 23,779 4,400 0.2% — 76 +23,779 New Q4 2025 Jan 22, 2026
CWM, LLC History Added to 23,499 4,348 0.01% 0.0% 77 +18,986 420.7% Q4 2025 Jan 26, 2026
Atria Investments, Inc History Reduced 23,283 4,308 0.05% 0.06% 78 -3,364 -12.62% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Added to 23,114 4,277 0.0% 0.0% 79 +11,914 106.38% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 22,565 4,206 0.01% 0.01% 80 +1,525 7.25% Q4 2025 Jan 08, 2026
M&T BANK CORP History Reduced 22,395 4,144 0.01% 0.01% 81 -172 -0.76% Q4 2025 Jan 30, 2026
Integrated Wealth Concepts LLC History Reduced 22,268 4,120 0.05% 0.04% 82 -100 -0.45% Q4 2025 Feb 13, 2026
MRA Advisory Group History Added to 22,004 4,071 1.71% 1.8% 83 +261 1.2% Q4 2025 Jan 16, 2026
Mariner, LLC History Added to 21,479 3,974 0.0% 0.0% 84 +1,893 9.67% Q4 2025 Feb 13, 2026
Legacy Financial Group LLC History New 20,687 3,867 0.48% — 85 +20,687 New Q4 2025 Feb 05, 2026
Mittelman Wealth Management History Added to 20,814 3,851 2.5% 1.95% 86 +5,108 32.52% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Reduced 20,187 3,735 0.09% 0.09% 87 -358 -1.74% Q4 2025 Feb 12, 2026
SLT Holdings LLC History New 20,000 3,700 2.38% — 88 +20,000 New Q4 2025 Feb 09, 2026
Tranquilli Financial Advisor LLC History Reduced 19,774 3,658 2.12% 2.29% 89 -720 -3.51% Q4 2025 Jan 27, 2026
DMKC Advisory Services, LLC History Added to 19,757 3,655 1.6% 1.71% 90 +1,926 10.8% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 19,077 3,530 0.01% — 91 +19,077 New Q4 2025 Feb 13, 2026
Sterling Investment Advisors, Ltd. History No change 18,982 3,512 0.65% 0.7% 92 0 0.0% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Reduced 19,543 3,504 0.08% 0.07% 93 -290 -1.46% Q4 2025 Feb 11, 2026
White Lighthouse Investment Management Inc. History Reduced 18,674 3,455 0.48% 0.54% 94 -58 -0.31% Q4 2025 Feb 09, 2026
Strengthening Families & Communities, LLC History Added to 18,256 3,378 1.2% 0.71% 95 +1,351 7.99% Q4 2025 Feb 03, 2026
Ariston Services Group History Reduced 18,085 3,346 1.96% 2.07% 96 -34 -0.19% Q4 2025 Jan 23, 2026
Capital Investment Advisory Services, LLC History Added to 17,741 3,282 0.23% 0.26% 97 +682 4.0% Q4 2025 Jan 21, 2026
Reality Financial Planning Services, LLC History New 17,584 3,253 3.12% — 98 +17,584 New Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 28,769 3,200 0.09% 0.15% 99 +1,766 6.54% Q4 2025 Jan 30, 2026
O'ROURKE & COMPANY, Inc History Added to 16,719 3,093 1.2% 1.02% 100 +3,789 29.3% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History No change 16,650 3,080 0.02% 0.02% 101 0 0.0% Q4 2025 Feb 13, 2026
Comprehensive Money Management Services LLC History Reduced 16,455 3,044 2.1% 2.22% 102 -134 -0.81% Q4 2025 Jan 22, 2026
Quantinno Capital Management LP History Added to 16,419 3,038 0.01% 0.01% 103 +684 4.35% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 16,028 2,965 0.14% 0.01% 104 +14,582 1008.44% Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Group, Inc. History Added to 15,284 2,828 1.41% 1.46% 105 +282 1.88% Q4 2025 Jan 23, 2026
Banque Cantonale Vaudoise History Reduced 15,242 2,820 0.1% 0.11% 106 -57 -0.37% Q4 2025 Feb 06, 2026
Royal Fund Management, LLC History Added to 15,123 2,804 0.26% 0.27% 107 +3,235 27.21% Q4 2025 Jan 15, 2026
Praetorian Wealth Management, Inc. History Added to 15,095 2,793 0.55% 0.05% 108 +13,712 991.47% Q4 2025 Jan 14, 2026
NewEdge Advisors, LLC History Added to 14,531 2,688 0.01% 0.01% 109 +2,542 21.2% Q4 2025 Feb 18, 2026
Adams Wealth Management History Added to 14,444 2,672 0.57% 0.59% 110 +7 0.05% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 14,444 2,672 0.5% 0.55% 111 +7 0.05% Q4 2025 Feb 18, 2026
FMR LLC History Added to 14,372 2,659 0.0% 0.0% 112 +703 5.14% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 14,215 2,630 0.07% 0.07% 113 +1,158 8.87% Q4 2025 Jan 23, 2026
Glassy Mountain Advisors, Inc. History Reduced 14,165 2,621 0.79% 0.83% 114 -478 -3.26% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 14,132 2,614 0.01% 0.01% 115 +3,449 32.28% Q4 2025 Feb 17, 2026
Blueprint Investment Partners LLC History Reduced 14,122 2,613 0.28% 0.38% 116 -32 -0.23% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 14,119 2,612 0.02% 0.01% 117 +3,703 35.55% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Reduced 14,059 2,601 0.4% 0.58% 118 -32 -0.23% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 14,023 2,594 0.19% 0.15% 119 +1,899 15.66% Q4 2025 Feb 17, 2026
Madden Advisory Services, Inc. History Added to 14,000 2,590 1.04% 1.01% 120 +165 1.19% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 13,990 2,588 0.02% 0.02% 121 +2,220 18.86% Q4 2025 Feb 17, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 13,937 2,578 1.6% 1.69% 122 -472 -3.28% Q4 2025 Jan 12, 2026
ALTFEST L J & CO INC History Reduced 13,808 2,555 0.28% 0.31% 123 -711 -4.9% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 13,769 2,547 0.01% 0.01% 124 +263 1.95% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 13,694 2,533 0.05% 0.03% 125 +7,267 113.07% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History Reduced 13,570 2,510 0.19% 0.2% 126 -191 -1.39% Q4 2025 Jan 26, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 13,502 2,498 0.06% 0.07% 127 -574 -4.08% Q4 2025 Jan 07, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 13,200 2,443 0.59% 0.61% 128 +5 0.04% Q4 2025 Jan 29, 2026
Bigelow Investment Advisors, LLC History Added to 13,188 2,440 0.95% 0.94% 129 +828 6.7% Q4 2025 Jan 28, 2026
Raab & Moskowitz Asset Management LLC History Reduced 12,975 2,400 0.52% 0.55% 130 -94 -0.72% Q4 2025 Jan 20, 2026
Summit Financial, LLC History Added to 12,967 2,399 0.04% 0.02% 131 +5,062 64.04% Q4 2025 Feb 13, 2026
Dougherty & Associates, LLC History New 12,747 2,358 2.11% — 132 +12,747 New Q4 2025 Feb 05, 2026
BlackRock, Inc. History Added to 12,126 2,243 0.0% 0.0% 133 +5,411 80.58% Q4 2025 Feb 12, 2026
FLAGSTAR ADVISORS INC History Reduced 12,040 2,227 0.75% 0.71% 134 -141 -1.16% Q4 2025 Jan 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 11,939 2,209 0.14% 0.15% 135 +127 1.08% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History No change 11,538 2,134 0.02% 0.02% 136 0 0.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 11,529 2,133 0.02% 0.02% 137 +2,599 29.1% Q4 2025 Jan 15, 2026
Focus Partners Wealth History Added to 11,510 2,130 0.0% 0.0% 138 +490 4.45% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 11,406 2,110 0.07% 0.08% 139 +16 0.14% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Added to 11,067 2,047 0.02% 0.02% 140 +100 0.91% Q4 2025 Jan 20, 2026
Connecticut Wealth Management, LLC History Added to 10,931 2,022 0.09% 0.08% 141 +1,496 15.86% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Added to 10,508 1,944 0.06% 0.06% 142 +853 8.83% Q4 2025 Feb 03, 2026
Guidance Point Advisors, LLC History Added to 10,428 1,932 0.45% 0.46% 144 +344 3.41% Q4 2025 Feb 11, 2026
Castle Rock Wealth Management, LLC History Added to 10,306 1,932 0.42% 0.42% 143 +271 2.7% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History Reduced 10,308 1,907 0.02% 0.02% 145 -150 -1.43% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 10,085 1,866 0.01% 0.01% 146 +2,048 25.48% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 10,054 1,860 0.02% 0.02% 147 -832 -7.64% Q4 2025 Feb 13, 2026
Intrinsic Edge Capital Management LLC History No change 10,000 1,850 0.33% 0.26% 148 0 0.0% Q4 2025 Feb 12, 2026
Strategic Investment Solutions, Inc. /IL History Added to 9,848 1,822 0.44% 0.43% 149 +1,285 15.01% Q4 2025 Feb 27, 2026
Compass Ion Advisors, LLC History Reduced 9,744 1,803 0.17% 0.18% 150 -197 -1.98% Q4 2025 Jan 29, 2026
AlphaCore Capital LLC History Added to 9,728 1,800 0.04% 0.06% 151 +71 0.74% Q4 2025 Feb 05, 2026
Accel Wealth Management History Reduced 9,692 1,793 0.49% 0.54% 152 -182 -1.84% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Added to 9,631 1,782 0.06% 0.06% 153 +759 8.56% Q4 2025 Jan 13, 2026
Hershey Financial Advisers, LLC History Reduced 9,560 1,768 1.49% 1.61% 154 -366 -3.69% Q4 2025 Feb 18, 2026
Orion Porfolio Solutions, LLC History Reduced 9,298 1,720 0.01% 0.02% 155 -1,950 -17.34% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 9,106 1,684 0.0% 0.0% 156 +3,022 49.67% Q4 2025 Jan 23, 2026
STAPP WEALTH MANAGEMENT, PLLC History Added to 9,105 1,684 2.17% 2.29% 157 +116 1.29% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Added to 9,077 1,679 0.01% 0.01% 158 +181 2.03% Q4 2025 Feb 12, 2026
StoneX Group Inc. History Added to 8,747 1,618 0.07% 0.03% 159 +5,702 187.26% Q4 2025 Feb 12, 2026
Curran Financial Partners, LLC History Added to 8,650 1,600 0.3% 0.32% 160 +114 1.34% Q4 2025 Jan 22, 2026
Wealthfront Advisers LLC History Added to 8,630 1,596 0.0% 0.0% 161 +680 8.55% Q4 2025 Jan 30, 2026
Sharper & Granite LLC History Reduced 8,549 1,581 0.56% 0.59% 162 -184 -2.11% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Reduced 8,388 1,552 0.03% 0.04% 163 -30 -0.36% Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Added to 8,302 1,536 0.23% 0.24% 164 +6 0.07% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 8,089 1,496 0.0% 0.0% 165 +809 11.11% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Added to 8,089 1,496 0.26% 0.28% 166 +135 1.7% Q4 2025 Jan 07, 2026
Wall Street Financial Group, Inc. History Added to 8,024 1,484 1.08% 1.09% 167 +165 2.1% Q4 2025 Jan 16, 2026
CENTRAL TRUST Co History No change 8,009 1,481 0.03% 0.03% 168 0 0.0% Q4 2025 Feb 02, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 7,991 1,478 0.3% 0.32% 169 -90 -1.11% Q4 2025 Jan 27, 2026
Calder Financial LLC History New 7,932 1,467 1.44% — 170 +7,932 New Q4 2025 Jan 23, 2026
World Investment Advisors History Added to 7,872 1,456 0.02% 0.03% 171 +870 12.43% Q4 2025 Mar 12, 2026
Carl P. Sherr & Co., LLC History Added to 7,732 1,453 0.65% 0.69% 172 +86 1.12% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Added to 7,822 1,447 0.02% 0.02% 173 +40 0.51% Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 7,758 1,435 0.52% 0.54% 174 -157 -1.98% Q4 2025 Jan 22, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 7,712 1,427 0.32% 0.35% 175 -99 -1.27% Q4 2025 Jan 12, 2026
Trinity Legacy Partners, LLC History Added to 7,697 1,424 0.33% 0.34% 176 +111 1.46% Q4 2025 Jan 26, 2026
Heritage Trust Co History Reduced 7,693 1,423 0.14% 0.16% 177 -253 -3.18% Q4 2025 Feb 10, 2026
KENNEDY INVESTMENT GROUP History Reduced 7,678 1,420 0.54% 0.59% 178 -145 -1.85% Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 7,497 1,387 0.02% — 179 +7,497 New Q4 2025 Feb 17, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 7,460 1,380 0.14% 0.15% 180 +200 2.75% Q4 2025 Feb 09, 2026
Independent Family Office, LLC History No change 7,450 1,378 0.58% 0.6% 181 0 0.0% Q4 2025 Feb 13, 2026
BAILARD, INC. History Reduced 7,427 1,374 0.03% 0.03% 182 -58 -0.77% Q4 2025 Feb 04, 2026
Joule Financial, LLC History Added to 7,243 1,340 0.4% 0.41% 183 +87 1.22% Q4 2025 Jan 20, 2026
CENTAURUS FINANCIAL, INC. History Reduced 7,164 1,326 0.06% 0.07% 184 -229 -3.1% Q4 2025 Feb 13, 2026
Bluesphere Advisors LLC History Reduced 7,143 1,321 0.58% 0.68% 185 -653 -8.38% Q4 2025 Jan 21, 2026
Glen Eagle Advisors, LLC History Reduced 7,087 1,311 0.18% 0.19% 186 -87 -1.21% Q4 2025 Feb 13, 2026
SAXON INTERESTS, INC. History Added to 7,075 1,309 0.46% 0.39% 187 +1,622 29.75% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 7,005 1,296 0.0% 0.0% 188 +484 7.42% Q4 2025 Feb 12, 2026
Bonfire Financial History Added to 6,963 1,288 0.96% 0.98% 189 +223 3.31% Q4 2025 Jan 27, 2026
GTS SECURITIES LLC History New 6,792 1,256 0.04% — 190 +6,792 New Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 6,780 1,254 0.21% — 191 +6,780 New Q4 2025 Feb 12, 2026
City State Bank History Reduced 6,536 1,209 0.33% 0.36% 192 -110 -1.66% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History New 6,486 1,200 0.0% — 193 +6,486 New Q4 2025 Feb 12, 2026
Charter Oak Capital Management, LLC History Reduced 6,431 1,189 0.09% 0.1% 194 -4 -0.06% Q4 2025 Jan 23, 2026
COMERICA BANK History Added to 6,407 1,185 0.0% 0.0% 195 +1,297 25.38% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 6,310 1,167 0.0% — 196 +6,310 New Q4 2025 Feb 05, 2026
SAX WEALTH ADVISORS, LLC History Reduced 6,198 1,146 0.05% 0.06% 197 -165 -2.59% Q4 2025 Jan 12, 2026
DAVENPORT & Co LLC History Added to 6,121 1,132 0.01% 0.01% 198 +23 0.38% Q4 2025 Jan 12, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 6,116 1,131 0.52% 0.54% 199 -50 -0.81% Q4 2025 Jan 14, 2026
Piscataqua Savings Bank History No change 6,061 1,121 0.79% 0.9% 200 0 0.0% Q4 2025 Jan 16, 2026
Baker Ellis Asset Management LLC History Reduced 6,030 1,115 0.13% 0.15% 201 -420 -6.51% Q4 2025 Jan 21, 2026
McMillan Office, Inc. History New 6,000 1,110 0.13% — 203 +6,000 New Q4 2025 Feb 12, 2026
North Forty Two & Co. History Reduced 6,000 1,110 1.05% 1.16% 202 -275 -4.38% Q4 2025 Feb 09, 2026
Anchor Investment Management, LLC History Reduced 5,992 1,108 0.09% 0.1% 204 -69 -1.14% Q4 2025 Feb 26, 2026
Sequoia Financial Advisors, LLC History Reduced 5,959 1,102 0.01% 0.01% 205 -4 -0.07% Q4 2025 Feb 03, 2026
Novak & Powell Financial Services, Inc. History No change 5,954 1,101 0.57% 0.59% 206 0 0.0% Q4 2025 Feb 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,900 1,091 0.24% 0.27% 207 +9 0.15% Q4 2025 Jan 09, 2026
CITIGROUP INC History Reduced 5,887 1,089 0.0% 0.0% 208 -458 -7.22% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,847 1,081 0.03% 0.02% 209 +1,370 30.6% Q4 2025 Feb 09, 2026
Sulzberger Capital Advisors, Inc. History Added to 5,832 1,079 1.09% 0.99% 210 +1,151 24.59% Q4 2025 Jan 07, 2026
CX Institutional History Reduced 5,823 1,078 0.03% 0.04% 211 -297 -4.85% Q4 2025 Feb 02, 2026
Advisory Services Network, LLC History Added to 5,740 1,062 0.02% 0.02% 212 +61 1.07% Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History No change 5,650 1,045 0.18% 0.2% 213 0 0.0% Q4 2025 Feb 12, 2026
Tranquility Partners, LLC History Reduced 5,549 1,026 0.37% 0.36% 214 -48 -0.86% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Added to 5,463 1,010 0.02% 0.02% 215 +537 10.9% Q4 2025 Feb 06, 2026
First Bancorp, Inc /ME/ History Reduced 5,431 1,004 0.53% 0.57% 216 -200 -3.55% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,411 1,001 0.01% 0.01% 217 +449 9.05% Q4 2025 Jan 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 5,386 996 0.05% 0.05% 218 +1,603 42.37% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 5,381 995 0.02% 0.02% 219 -246 -4.37% Q4 2025 Feb 19, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 5,242 970 0.65% 0.72% 220 -25 -0.47% Q4 2025 Jan 07, 2026
CreativeOne Wealth, LLC History Added to 5,224 966 0.02% 0.01% 221 +3,431 191.36% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 5,211 964 0.02% 0.01% 222 +3,411 189.5% Q4 2025 Feb 03, 2026
PFG Advisors History Reduced 5,210 964 0.05% 0.05% 223 -1,619 -23.71% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Added to 5,168 956 0.01% 0.01% 224 +1,542 42.53% Q4 2025 Feb 02, 2026
Camelot Portfolios, LLC History Reduced 5,163 955 0.59% 0.58% 225 -61 -1.17% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Added to 5,135 950 0.03% 0.03% 226 +310 6.42% Q4 2025 Feb 19, 2026
Gibraltar Capital Management, Inc. History No change 5,105 944 0.16% 0.17% 227 0 0.0% Q4 2025 Feb 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5,085 940 0.05% 0.05% 228 +695 15.83% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 5,058 935 0.02% 0.02% 229 +165 3.37% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Added to 5,035 931 0.01% 0.0% 231 +1,997 65.73% Q4 2025 Jan 29, 2026
Vestmark Advisory Solutions, Inc. History Added to 5,031 931 0.01% 0.01% 230 +1,448 40.41% Q4 2025 Feb 06, 2026
Maltin Wealth Management, Inc. History Added to 5,016 928 0.37% 0.36% 232 +417 9.07% Q4 2025 Jan 15, 2026
Navis Wealth Advisors, LLC History No change 5,000 925 0.39% 0.71% 233 0 0.0% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 4,986 922 0.03% 0.03% 234 -61 -1.21% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Reduced 4,938 913 0.0% 0.0% 235 -5,653 -53.38% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 4,882 903 0.0% 0.0% 236 +44 0.91% Q4 2025 Feb 11, 2026
SWEENEY & MICHEL, LLC History Added to 4,664 901 0.27% 0.31% 237 +3 0.06% Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Added to 4,852 897 0.05% 0.06% 238 +244 5.3% Q4 2025 Feb 18, 2026
Founders Financial Alliance, LLC History Reduced 4,807 889 0.17% 0.17% 239 -20 -0.41% Q4 2025 Feb 12, 2026
Tudor Financial Inc. History Added to 4,708 871 0.45% 0.43% 240 +394 9.13% Q4 2025 Feb 13, 2026
V2 Financial group LLC History Reduced 4,700 869 0.43% 0.5% 241 -100 -2.08% Q4 2025 Jan 21, 2026
Prospera Financial Services Inc History Added to 4,682 866 0.01% 0.01% 242 +1,571 50.5% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 4,638 858 0.0% 0.0% 243 -13,476 -74.4% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 4,556 843 0.01% 0.01% 245 +361 8.61% Q4 2025 Jan 26, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 4,556 843 0.32% 0.34% 244 -65 -1.41% Q4 2025 Jan 13, 2026
Ignite Planners, LLC History Added to 4,457 837 0.13% 0.12% 246 +635 16.61% Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History Added to 4,510 834 0.03% 0.02% 247 +2,278 102.06% Q4 2025 Jan 12, 2026
Brookwood Investment Group LLC History Reduced 4,458 824 0.1% 0.11% 248 -168 -3.63% Q4 2025 Jan 22, 2026
Valeo Financial Advisors, LLC History Added to 4,447 822 0.02% 0.02% 249 +10 0.23% Q4 2025 Feb 04, 2026
HANCOCK WHITNEY CORP History No change 4,442 821 0.01% 0.02% 250 0 0.0% Q4 2025 Feb 17, 2026
Choate Investment Advisors History No change 4,382 810 0.02% 0.02% 251 0 0.0% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 4,376 809 0.01% 0.01% 252 -130 -2.89% Q4 2025 Jan 21, 2026
Institute for Wealth Management, LLC. History Added to 4,331 801 0.08% 0.08% 253 +218 5.3% Q4 2025 Jan 27, 2026
Stillwater Wealth Management Group History New 4,326 800 0.54% — 255 +4,326 New Q4 2025 Jan 27, 2026
Cornerstone Planning, LLC History New 4,325 800 0.19% — 254 +4,325 New Q4 2025 Mar 17, 2026
CHOREO, LLC History Added to 4,296 799 0.01% 0.01% 256 +191 4.65% Q4 2025 Jan 23, 2026
Crusonia Wealth Advisors LLC History New 4,296 794 0.17% — 257 +4,296 New Q4 2025 Feb 18, 2026
Arkadios Wealth Advisors History Added to 4,273 790 0.02% 0.01% 258 +2,858 201.98% Q4 2025 Feb 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 4,265 789 0.51% 0.46% 259 -210 -4.69% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 4,217 780 0.0% — 261 +4,217 New Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Added to 4,220 780 0.0% 0.0% 260 +1,546 57.82% Q4 2025 Jan 30, 2026
IHT Wealth Management, LLC History Reduced 4,198 777 0.02% 0.02% 262 -115 -2.67% Q4 2025 Feb 17, 2026
River Street Advisors LLC History Reduced 4,179 773 0.29% 0.31% 263 -99 -2.31% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 4,153 768 0.03% 0.03% 264 +60 1.47% Q4 2025 Feb 04, 2026
McAdam, LLC History Added to 4,108 760 0.03% 0.03% 266 +531 14.84% Q4 2025 Feb 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 4,108 760 0.24% 0.25% 265 0 0.0% Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Reduced 4,103 759 0.01% 0.01% 267 -91 -2.17% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Reduced 4,029 745 0.02% 0.03% 268 -2,343 -36.77% Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 4,007 741 0.12% 0.14% 269 -724 -15.3% Q4 2025 Jan 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,007 741 0.01% 0.01% 270 0 0.0% Q4 2025 Jan 22, 2026
First Heartland Consultants, Inc. History Reduced 3,995 739 0.06% 0.07% 271 -546 -12.02% Q4 2025 Jan 09, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 3,986 737 0.04% 0.05% 272 -56 -1.39% Q4 2025 Feb 04, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 3,924 726 0.33% 0.36% 273 -154 -3.78% Q4 2025 Jan 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,916 724 0.01% 0.01% 274 0 0.0% Q4 2025 Feb 09, 2026
BOS Asset Management, LLC History Reduced 3,906 722 0.19% 0.37% 275 -3,120 -44.41% Q4 2025 Jan 09, 2026
Advisors Capital Management, LLC History Added to 3,859 714 0.01% 0.01% 276 +24 0.63% Q4 2025 Jan 29, 2026
Foster Group, Inc. History Reduced 3,851 712 0.02% 0.03% 277 -1,586 -29.17% Q4 2025 Jan 12, 2026
MAI Capital Management History Added to 3,848 711 0.0% 0.0% 278 +338 9.63% Q4 2025 Feb 13, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 3,833 709 0.3% 0.31% 279 +11 0.29% Q4 2025 Jan 22, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 3,825 707 0.03% — 280 +3,825 New Q4 2025 Feb 13, 2026
LOM Asset Management Ltd History No change 3,780 699 0.2% 0.22% 281 0 0.0% Q4 2025 Jan 23, 2026
Wealthcare Advisory Partners LLC History Added to 3,777 698 0.01% 0.01% 282 +555 17.23% Q4 2025 Jan 14, 2026
American Trust History Reduced 3,774 698 0.06% 0.06% 283 -58 -1.51% Q4 2025 Feb 17, 2026
Creekside Partners History Added to 3,777 698 0.3% 0.31% 284 +3 0.08% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Added to 3,675 680 0.04% 0.04% 285 +12 0.33% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 3,630 671 0.0% 0.0% 286 +41 1.14% Q4 2025 Feb 17, 2026
Investment Planning Advisors, Inc. History Added to 3,619 669 0.19% 0.21% 287 +16 0.44% Q4 2025 Jan 20, 2026
Apella Capital, LLC History Added to 3,615 668 0.01% 0.01% 288 +343 10.48% Q4 2025 Jan 21, 2026
OneAscent Financial Services LLC History New 3,598 665 0.06% — 289 +3,598 New Q4 2025 Feb 11, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 3,538 654 0.14% 0.22% 290 +90 2.61% Q4 2025 Feb 12, 2026
Valmark Advisers, Inc. History Reduced 3,533 653 0.01% 0.01% 291 -622 -14.97% Q4 2025 Jan 26, 2026
HUNTINGTON NATIONAL BANK History Reduced 3,449 638 0.0% 0.0% 292 -167 -4.62% Q4 2025 Feb 09, 2026
PARK NATIONAL CORP /OH/ History Reduced 3,422 633 0.02% 0.02% 293 -495 -12.64% Q4 2025 Jan 05, 2026
SHP Wealth Management History New 3,382 625 0.05% — 294 +3,382 New Q4 2025 Mar 04, 2026
Axiom Financial Strategies, LLC History Added to 3,337 617 0.26% 0.21% 295 +769 29.95% Q4 2025 Jan 23, 2026
Asset One Wealth Management LLC History New 3,329 616 0.08% — 296 +3,329 New Q4 2025 Feb 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Reduced 3,328 615 0.1% 0.17% 297 -106 -3.09% Q4 2025 Feb 18, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,269 608 0.02% — 298 +3,269 New Q4 2025 Feb 13, 2026
PFG Investments, LLC History Reduced 3,290 608 0.03% 0.03% 299 -54 -1.61% Q4 2025 Jan 26, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 3,285 607 0.18% 0.27% 300 -1,036 -23.98% Q4 2025 Feb 11, 2026
National Wealth Management Group, LLC History Reduced 3,261 603 0.21% 0.24% 301 -123 -3.63% Q4 2025 Jan 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 3,226 596 0.0% 0.0% 302 +889 38.04% Q4 2025 Feb 11, 2026
BCM ADVISORS, LLC History Added to 3,206 593 0.11% 0.13% 303 +1 0.03% Q4 2025 Jan 26, 2026
QTR Family Wealth, LLC History Reduced 3,080 590 0.26% 0.29% 304 -102 -3.21% Q4 2025 Feb 13, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 3,165 585 0.11% 0.13% 305 -128 -3.89% Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,124 579 0.0% 0.0% 306 +1,293 70.62% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,107 574 0.04% 0.07% 307 -2,026 -39.47% Q4 2025 Feb 03, 2026
Northwest Financial Advisors History Reduced 3,104 574 1.18% 0.77% 308 -81 -2.54% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 3,091 572 0.02% 0.03% 309 +228 7.96% Q4 2025 Feb 09, 2026
Cross Staff Investments Inc History No change 3,066 567 0.31% 0.4% 310 0 0.0% Q4 2025 Feb 27, 2026
Badgley Phelps Wealth Managers, LLC History New 3,010 557 0.01% — 312 +3,010 New Q4 2025 Jan 28, 2026
PARK AVENUE SECURITIES LLC History Added to 3,009 557 0.0% 0.0% 311 +164 5.76% Q4 2025 Jan 05, 2026
Evanson Asset Management, LLC History No change 2,982 551 0.03% 0.03% 313 0 0.0% Q4 2025 Jan 12, 2026
Trek Financial, LLC History No change 2,963 548 0.03% 0.03% 314 0 0.0% Q4 2025 Feb 04, 2026
Archford Capital Strategies, LLC History Reduced 2,954 546 0.06% 0.12% 315 -2,165 -42.29% Q4 2025 Jan 15, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,952 546 0.01% 0.0% 317 +1,492 102.19% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Reduced 2,951 546 0.01% 0.01% 316 -299 -9.2% Q4 2025 Jan 28, 2026
First American Bank History Reduced 2,950 545 0.03% 0.13% 318 -8,325 -73.84% Q4 2025 Jan 20, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,931 542 0.01% 0.01% 319 +26 0.9% Q4 2025 Feb 05, 2026
Northstar Group, Inc. History Reduced 2,870 531 0.07% 0.08% 320 -50 -1.71% Q4 2025 Feb 13, 2026
Meridian Financial Partners LLC History No change 2,806 525 0.21% 0.23% 321 0 0.0% Q4 2025 Feb 05, 2026
Kovack Advisors, Inc. History Added to 2,799 517 0.02% 0.03% 322 +856 44.06% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 2,786 515 0.01% 0.01% 323 +2 0.07% Q4 2025 Feb 09, 2026
Hilton Head Capital Partners, LLC History New 2,775 513 0.3% — 325 +2,775 New Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 2,775 513 0.0% 0.0% 324 +307 12.44% Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History No change 2,738 506 0.04% 0.05% 326 0 0.0% Q4 2025 Jan 26, 2026
Baird Financial Group, Inc. History Added to 2,719 503 0.0% 0.0% 327 +1,277 88.56% Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History Added to 2,706 500 0.05% 0.06% 328 +37 1.39% Q4 2025 Jan 16, 2026
Colter Lewis Investment Partners LLC History New 2,700 499 0.58% — 330 +2,700 New Q4 2025 Feb 17, 2026
INVESTMENT HOUSE LLC History No change 2,700 499 0.02% 0.02% 329 0 0.0% Q4 2025 Feb 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 2,689 497 0.01% 0.01% 331 -45 -1.65% Q4 2025 Feb 06, 2026
Aspen Wealth Strategies, LLC History Added to 2,685 496 0.27% 0.28% 332 +9 0.34% Q4 2025 Jan 28, 2026
Autumn Glory Partners, LLC History Added to 2,676 495 0.17% 0.21% 334 +1 0.04% Q4 2025 Jan 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,663 495 0.13% 0.14% 333 0 0.0% Q4 2025 Jan 26, 2026
Marin Bay Wealth Advisors, LLC History New 2,669 493 0.28% — 335 +2,669 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 2,662 492 0.01% 0.01% 336 -567 -17.56% Q4 2025 Feb 17, 2026
Silver Coast Investments LLC History Added to 2,636 487 0.17% 0.15% 337 +376 16.64% Q4 2025 Jan 27, 2026
Snowden Capital Advisors LLC History Reduced 2,600 481 0.01% 0.01% 339 -119 -4.38% Q4 2025 Feb 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 2,600 481 0.06% 0.06% 338 -24 -0.91% Q4 2025 Feb 03, 2026
WEALTH EFFECTS LLC History No change 2,604 481 0.15% 0.16% 340 0 0.0% Q4 2025 Jan 26, 2026
Excelsior Advisor Network LLC History New 2,583 477 0.23% — 341 +2,583 New Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 2,575 476 0.01% 0.01% 342 +437 20.44% Q4 2025 Jan 28, 2026
FIRST MANHATTAN CO. LLC. History No change 2,504 463 0.0% 0.0% 343 0 0.0% Q4 2025 Feb 17, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,498 462 0.02% 0.02% 344 0 0.0% Q4 2025 Feb 04, 2026
Cherry Tree Wealth Management, LLC History Reduced 2,490 460 0.1% 0.1% 345 -2 -0.08% Q4 2025 Feb 10, 2026
CORA CAPITAL ADVISORS LLC History Added to 2,485 459 0.18% 0.19% 346 +75 3.11% Q4 2025 Jan 28, 2026
Clarendon Private LLC History No change 2,463 455 0.39% 0.42% 347 0 0.0% Q4 2025 Feb 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 2,442 451 0.01% — 348 +2,442 New Q4 2025 Feb 09, 2026
Chemistry Wealth Management LLC History Added to 2,420 447 0.08% 0.09% 349 +1 0.04% Q4 2025 Jan 06, 2026
Churchill Financial Advisors, LLC History New 2,415 446 0.14% — 351 +2,415 New Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History Added to 2,399 446 0.04% 0.04% 350 +184 8.31% Q4 2025 Feb 17, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 2,398 443 0.3% 0.29% 352 +267 12.53% Q4 2025 Jan 27, 2026
Harbor Asset Planning, Inc. History Added to 2,371 439 0.38% 0.31% 353 +539 29.42% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,364 437 0.0% — 354 +2,364 New Q4 2025 Feb 13, 2026
Flagship Private Wealth, LLC History Reduced 2,362 437 0.17% 0.18% 355 -53 -2.19% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 2,344 433 0.0% 0.0% 356 +1,185 102.24% Q4 2025 Feb 17, 2026
Blackston Financial Advisory Group, LLC History Reduced 2,345 433 0.26% 0.27% 357 -16 -0.68% Q4 2025 Feb 06, 2026
Unified Investment Management History No change 2,338 432 0.43% 0.44% 358 0 0.0% Q4 2025 Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 2,326 430 0.01% 0.0% 359 +587 33.76% Q4 2025 Jan 30, 2026
Everstar Asset Management, LLC History No change 2,300 425 0.23% 0.25% 360 0 0.0% Q4 2025 Feb 05, 2026
BCS Wealth Management History Added to 2,290 423 0.04% 0.05% 361 +1,145 100.0% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Added to 2,281 422 0.03% 0.03% 362 +171 8.1% Q4 2025 Jan 23, 2026
Sharp Wealth Advisory, LLC History No change 2,275 420 0.21% 0.23% 363 0 0.0% Q4 2025 Jan 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 2,260 418 0.02% 0.03% 364 +4 0.18% Q4 2025 Jan 28, 2026
SNS Financial Group, LLC History No change 2,250 416 0.04% 0.04% 365 0 0.0% Q4 2025 Feb 02, 2026
Per Stirling Capital Management, LLC. History Added to 2,246 415 0.05% 0.05% 366 +163 7.83% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,219 410 0.01% 0.01% 367 +64 2.97% Q4 2025 Feb 11, 2026
Csenge Advisory Group History Reduced 2,200 407 0.02% 0.05% 368 -3,825 -63.49% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Reduced 2,203 407 0.01% 0.01% 369 -10 -0.45% Q4 2025 Feb 06, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 2,189 405 0.05% 0.06% 370 0 0.0% Q4 2025 Feb 12, 2026
FSA Advisors, Inc. History New 2,166 400 0.28% — 371 +2,166 New Q4 2025 Feb 02, 2026
Houlihan Financial Resource Group, Ltd. History Added to 2,128 397 0.15% 0.26% 372 +575 37.03% Q4 2025 Feb 10, 2026
Hegarty Advisors, LLC History New 2,112 390 0.34% — 374 +2,112 New Q4 2025 Jan 29, 2026
Continuum Advisory, LLC History No change 2,112 390 0.04% 0.04% 373 0 0.0% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 2,094 387 0.02% 0.07% 375 -5,076 -70.79% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,081 385 0.0% 0.0% 376 -110 -5.02% Q4 2025 Feb 06, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,078 384 0.14% 0.13% 379 +185 9.77% Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Added to 2,079 384 0.0% 0.0% 378 +63 3.13% Q4 2025 Jan 26, 2026
Caitlin John, LLC History Added to 2,076 384 0.25% 0.27% 380 +1 0.05% Q4 2025 Feb 18, 2026
Simmons Bank History No change 2,080 384 0.03% 0.03% 377 0 0.0% Q4 2025 Feb 05, 2026
Avior Wealth Management, LLC History Added to 2,050 379 0.01% 0.01% 381 +200 10.81% Q4 2025 Jan 06, 2026
Fulcrum Capital LLC History No change 2,050 379 0.08% 0.08% 382 0 0.0% Q4 2025 Jan 15, 2026
One Capital Management, LLC History No change 2,047 378 0.01% 0.01% 383 0 0.0% Q4 2025 Feb 10, 2026
MontVue Capital Management, Inc. History No change 2,017 373 0.25% 0.26% 384 0 0.0% Q4 2025 Jan 27, 2026
Washington Trust Advisors, Inc. History Added to 1,997 369 0.03% 0.03% 385 +9 0.45% Q4 2025 Feb 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 1,986 367 0.02% 0.03% 386 -688 -25.73% Q4 2025 Jan 20, 2026
Y-Intercept (Hong Kong) Ltd History New 1,979 366 0.01% — 387 +1,979 New Q4 2025 Feb 13, 2026
HUB Investment Partners, LLC History New 1,968 364 0.01% — 388 +1,968 New Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Added to 1,949 360 0.01% 0.01% 390 +720 58.58% Q4 2025 Jan 09, 2026
Modera Wealth Management, LLC History No change 1,947 360 0.0% 0.0% 389 0 0.0% Q4 2025 Jan 21, 2026
Acorn Wealth Advisors, LLC History Reduced 1,941 359 0.11% 0.12% 391 -12 -0.61% Q4 2025 Feb 10, 2026
MLP3, LLC History New 1,940 358 0.39% — 392 +1,940 New Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Added to 1,925 356 0.04% 0.04% 393 +5 0.26% Q4 2025 Jan 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 1,899 351 0.01% 0.01% 395 +317 20.04% Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History No change 1,898 351 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 1,884 348 0.0% 0.0% 396 +2 0.11% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History Reduced 1,871 346 0.02% 0.04% 397 -2,033 -52.07% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 1,858 346 0.02% 0.02% 398 -27 -1.43% Q4 2025 Feb 03, 2026
McClarren Financial Advisors, Inc. History Added to 1,910 345 0.21% 0.21% 399 +466 32.27% Q4 2025 Jan 13, 2026
Stronghold Wealth Management L.L.C. History New 1,860 344 0.51% — 400 +1,860 New Q4 2025 Feb 06, 2026
ATLAS CAPITAL ADVISORS INC. History New 1,837 339 0.04% — 401 +1,837 New Q4 2025 Feb 13, 2026
Peterson Wealth Advisors, LLC History New 1,828 338 0.05% — 402 +1,828 New Q4 2025 Jan 09, 2026
MYECFO, LLC History Reduced 1,766 326 0.14% 0.17% 403 -200 -10.17% Q4 2025 Jan 12, 2026
Vawter Financial, Ltd. History Added to 1,750 323 0.14% 0.1% 404 +600 52.17% Q4 2025 Feb 02, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 1,737 321 0.01% 0.02% 405 -339 -16.33% Q4 2025 Feb 09, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,709 321 0.05% 0.05% 406 0 0.0% Q4 2025 Feb 11, 2026
Tyche Wealth Partners LLC History No change 1,725 319 0.05% 0.06% 407 0 0.0% Q4 2025 Jan 23, 2026
Guardian Capital, LLC History New 1,723 318 0.28% — 408 +1,723 New Q4 2025 Feb 05, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 1,717 317 0.02% 0.02% 410 -75 -4.19% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History No change 1,715 317 0.01% 0.01% 409 0 0.0% Q4 2025 Jan 16, 2026
Van Hulzen Asset Management, LLC History Reduced 1,709 316 0.02% 0.04% 411 -1,328 -43.73% Q4 2025 Feb 06, 2026
Swisher Financial Concepts, Inc. History Added to 1,708 315 0.18% 0.19% 412 +4 0.23% Q4 2025 Feb 10, 2026
GLENMEDE TRUST CO NA History New 1,698 314 0.0% — 413 +1,698 New Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History No change 1,700 314 0.14% 0.15% 414 0 0.0% Q4 2025 Jan 12, 2026
Financial Freedom, LLC History No change 1,689 312 0.15% 0.16% 415 0 0.0% Q4 2025 Feb 17, 2026
United Financial Planning Group LLC History No change 1,691 312 0.19% 0.2% 416 0 0.0% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Reduced 1,681 311 0.0% 0.01% 418 -127 -7.02% Q4 2025 Jan 13, 2026
Legacy Private Trust Co. History No change 1,684 311 0.02% 0.02% 417 0 0.0% Q4 2025 Jan 08, 2026
Kellett Wealth Advisors, LLC History No change 1,682 311 0.18% 0.19% 419 0 0.0% Q4 2025 Jan 23, 2026
Black Diamond Financial, LLC History New 1,679 310 0.03% — 420 +1,679 New Q4 2025 Feb 03, 2026
Retirement Planning Co of New England, Inc. History Added to 1,672 309 0.12% 0.13% 421 +1 0.06% Q4 2025 Jan 28, 2026
Idaho Trust Co History Reduced 1,668 308 0.1% 0.12% 422 -193 -10.37% Q4 2025 Feb 05, 2026
OneAscent Wealth Management LLC History Added to 1,656 306 0.1% 0.1% 423 +129 8.45% Q4 2025 Feb 11, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 1,654 306 0.17% 0.17% 424 +9 0.55% Q4 2025 Feb 05, 2026
MONTAG A & ASSOCIATES INC History Added to 1,652 305 0.01% 0.01% 425 +20 1.23% Q4 2025 Feb 02, 2026
Wingate Wealth Advisors, Inc. History New 1,645 304 0.17% — 427 +1,645 New Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 1,645 304 0.03% 0.04% 426 0 0.0% Q4 2025 Jan 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 1,634 302 0.06% — 428 +1,634 New Q4 2025 Feb 09, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 1,630 301 0.05% 0.06% 429 -34 -2.04% Q4 2025 Jan 21, 2026
Dorato Capital Management History New 1,595 299 0.22% — 430 +1,595 New Q4 2025 Jan 16, 2026
Solidarity Wealth, LLC History No change 1,603 296 0.06% 0.07% 431 0 0.0% Q4 2025 Jan 29, 2026
Colonial River Investments, LLC History Added to 1,593 294 0.1% 0.11% 432 +80 5.29% Q4 2025 Feb 04, 2026
Roberts Wealth Advisors, LLC History Reduced 1,581 292 0.08% 0.08% 433 -45 -2.77% Q4 2025 Jan 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,567 289 0.02% 0.02% 434 0 0.0% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Reduced 1,550 286 0.02% 0.03% 435 -75 -4.62% Q4 2025 Feb 04, 2026
Clark Capital Management Group, Inc. History No change 1,545 285 0.0% 0.0% 436 0 0.0% Q4 2025 Feb 17, 2026
Johnson Financial Group, LLC History No change 1,545 285 0.02% 0.03% 437 0 0.0% Q4 2025 Feb 10, 2026
Jaffetilchin Investment Partners, LLC History Added to 1,531 283 0.02% 0.02% 438 +1 0.07% Q4 2025 Jan 15, 2026
SeaCrest Wealth Management, LLC History Added to 1,537 280 0.03% 0.03% 439 +194 14.45% Q4 2025 Jan 12, 2026
Miller Financial Services LLC History No change 1,500 277 0.32% 0.33% 440 0 0.0% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History New 1,480 274 0.02% — 441 +1,480 New Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 1,472 272 0.01% — 442 +1,472 New Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 1,468 271 0.02% 0.02% 443 +10 0.69% Q4 2025 Jan 26, 2026
Mission Creek Capital Partners, Inc. History Reduced 1,461 270 0.05% 0.05% 444 -9 -0.61% Q4 2025 Feb 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 1,463 270 0.19% 0.21% 445 +4 0.27% Q4 2025 Jan 23, 2026
Avalon Trust Co History No change 1,457 269 0.02% 0.02% 446 0 0.0% Q4 2025 Feb 09, 2026
Laurel Wealth Advisors LLC History New 1,450 268 0.04% — 447 +1,450 New Q4 2025 Jan 30, 2026
Apollon Wealth Management, LLC History Added to 1,453 268 0.0% 0.0% 448 +80 5.83% Q4 2025 Jan 22, 2026
ZynergyRetirementPlanningLLC History No change 1,452 268 0.16% 0.17% 449 0 0.0% Q4 2025 Jan 09, 2026
KDK Private Wealth Management, LLC History Reduced 1,446 267 0.23% 0.29% 450 -49 -3.28% Q4 2025 Feb 12, 2026
MKT Advisors LLC History Reduced 1,443 267 0.09% 0.1% 451 -36 -2.43% Q4 2025 Jan 08, 2026
Diversified Enterprises, LLC History No change 1,446 267 0.02% 0.02% 452 0 0.0% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 1,441 266 0.0% — 453 +1,441 New Q4 2025 Feb 18, 2026
Mill Creek Capital Advisors, LLC History No change 1,433 265 0.01% 0.01% 454 0 0.0% Q4 2025 Feb 13, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,408 260 0.02% 0.02% 455 0 0.0% Q4 2025 Jan 21, 2026
RBA Wealth Management, LLC History Added to 1,400 259 0.09% 0.09% 456 +31 2.26% Q4 2025 Jan 26, 2026
Cyndeo Wealth Partners, LLC History New 1,396 258 0.01% — 458 +1,396 New Q4 2025 Jan 07, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 1,390 258 0.02% 0.02% 457 -15 -1.07% Q4 2025 Jan 15, 2026
Garden State Investment Advisory Services LLC History Added to 1,380 255 0.06% 0.06% 459 +49 3.68% Q4 2025 Feb 17, 2026
Curtis Advisory Group, LLC History Reduced 1,377 254 0.05% 0.06% 461 -25 -1.78% Q4 2025 Jan 23, 2026
Tortoise Investment Management, LLC History No change 1,375 254 0.02% 0.02% 460 0 0.0% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 1,361 251 0.01% 0.02% 462 +6 0.44% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History No change 1,352 250 0.03% 0.04% 463 0 0.0% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History No change 1,342 248 0.01% 0.01% 464 0 0.0% Q4 2025 Feb 10, 2026
CHRISTINE MESSMER PC History New 1,340 247 0.16% — 465 +1,340 New Q4 2025 Feb 03, 2026
Savvy Advisors, Inc. History New 1,333 246 0.01% — 468 +1,333 New Q4 2025 Jan 20, 2026
Jacobs Equity LLC History New 1,333 246 0.24% — 469 +1,333 New Q4 2025 Feb 19, 2026
Keebeck Wealth Management History New 1,330 246 0.03% — 467 +1,330 New Q4 2025 Feb 17, 2026
One Charles Private Wealth Services, LLC History Reduced 1,331 246 0.06% 0.07% 466 -68 -4.86% Q4 2025 Feb 06, 2026
Alpha Cubed Investments, LLC History No change 1,325 245 0.01% 0.01% 470 0 0.0% Q4 2025 Feb 03, 2026
Heritage Financial Services, LLC History No change 1,314 243 0.02% 0.02% 471 0 0.0% Q4 2025 Feb 02, 2026
Weaver Consulting Group History No change 1,307 241 0.06% 0.06% 472 0 0.0% Q4 2025 Feb 10, 2026
Savant Capital, LLC History New 1,294 239 0.0% — 473 +1,294 New Q4 2025 Feb 10, 2026
Gladstone Institutional Advisory LLC History Reduced 1,296 239 0.01% 0.01% 474 -9 -0.69% Q4 2025 Feb 17, 2026
Guardian Asset Advisors, LLC History Added to 1,287 238 0.12% 0.12% 475 +90 7.52% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 1,281 237 0.0% 0.0% 476 +355 38.34% Q4 2025 Feb 12, 2026
Powers Advisory Group, LLC History Added to 1,285 237 0.09% 0.1% 477 +9 0.71% Q4 2025 Jan 22, 2026
Ankerstar Wealth, LLC History New 1,277 236 0.23% — 478 +1,277 New Q4 2025 Feb 12, 2026
Invst, LLC History Reduced 1,266 234 0.03% 0.03% 479 -107 -7.79% Q4 2025 Feb 11, 2026
Summit Financial Strategies, Inc. History No change 1,254 232 0.02% 0.02% 480 0 0.0% Q4 2025 Jan 27, 2026
First PREMIER Bank History No change 1,255 232 0.05% 0.05% 481 0 0.0% Q4 2025 Jan 23, 2026
PATTEN & PATTEN INC/TN History No change 1,251 231 0.01% 0.01% 482 0 0.0% Q4 2025 Feb 03, 2026
Poehling Capital Management, INC. History No change 1,250 231 0.05% 0.05% 483 0 0.0% Q4 2025 Feb 06, 2026
Vise Technologies, Inc. History New 1,241 229 0.0% — 484 +1,241 New Q4 2025 Feb 11, 2026
Spectrum Investment Advisors, Inc. History New 1,228 227 0.11% — 485 +1,228 New Q4 2025 Jan 28, 2026
RCW Management, LLC History New 1,226 226 0.23% — 487 +1,226 New Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History Added to 1,223 226 0.09% 0.06% 486 +3 0.25% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History Reduced 1,216 225 0.05% 0.07% 489 -240 -16.48% Q4 2025 Jan 12, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 1,221 225 0.07% 0.07% 488 0 0.0% Q4 2025 Jan 20, 2026
FRANKLIN RESOURCES INC History Added to 1,212 224 0.0% 0.0% 490 +290 31.45% Q4 2025 Feb 11, 2026
One Day In July LLC History No change 1,190 220 0.02% 0.02% 491 0 0.0% Q4 2025 Feb 04, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 1,179 218 0.09% 0.09% 492 0 0.0% Q4 2025 Feb 04, 2026
Wedmont Private Capital History No change 1,199 218 0.01% 0.01% 493 0 0.0% Q4 2025 Jan 08, 2026
CWA Asset Management Group, LLC History No change 1,173 217 0.01% 0.01% 494 0 0.0% Q4 2025 Jan 07, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,170 216 0.1% 0.11% 495 0 0.0% Q4 2025 Feb 05, 2026
Advantage Trust Co History No change 1,169 216 0.1% 0.1% 496 0 0.0% Q4 2025 Jan 29, 2026
Mezzasalma Advisors, LLC History Added to 1,150 214 0.05% 0.06% 498 +9 0.79% Q4 2025 Jan 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,157 214 0.01% 0.01% 497 0 0.0% Q4 2025 Feb 03, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 1,154 213 0.13% 0.16% 500 -170 -12.84% Q4 2025 Jan 20, 2026
Optimist Retirement Group LLC History Added to 1,153 213 0.1% 0.1% 499 +5 0.44% Q4 2025 Feb 09, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 1,147 212 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 21, 2026
Howard Capital Management Inc. History No change 1,149 212 0.0% 0.0% 502 0 0.0% Q4 2025 Jan 23, 2026
Carrera Capital Advisors History Added to 1,141 211 0.04% 0.04% 503 +4 0.35% Q4 2025 Jan 30, 2026
Madison Wealth Partners, Inc History Added to 1,130 209 0.04% 0.04% 504 +8 0.71% Q4 2025 Feb 10, 2026
Cape Investment Advisory, Inc. History Added to 1,126 208 0.06% 0.15% 506 +295 35.5% Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Reduced 1,128 208 0.04% 0.04% 505 -25 -2.17% Q4 2025 Feb 02, 2026
Latitude Advisors, LLC History No change 1,119 207 0.09% 0.1% 507 0 0.0% Q4 2025 Jan 27, 2026
SAGE FINANCIAL GROUP INC History New 1,110 205 0.01% — 508 +1,110 New Q4 2025 Jan 27, 2026
Integrated Advisors Network LLC History New 1,107 204 0.01% — 510 +1,107 New Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 1,107 204 0.01% 0.01% 509 +9 0.82% Q4 2025 Jan 30, 2026
Modern Wealth Management, LLC History Added to 1,087 201 0.0% 0.0% 512 +18 1.68% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 1,088 201 0.01% 0.01% 511 +1 0.09% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History No change 1,081 200 0.0% 0.0% 513 0 0.0% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO History No change 1,000 186 0.0% 0.0% 514 0 0.0% Q4 2025 Jan 26, 2026
VSM Wealth Advisory, LLC History No change 1,001 185 0.06% 0.06% 515 0 0.0% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History No change 941 174 0.02% 0.02% 516 0 0.0% Q4 2025 Jan 21, 2026
Pacific Center for Financial Services History No change 918 173 0.04% 0.04% 517 0 0.0% Q4 2025 Feb 17, 2026
Coston, McIsaac & Partners History Reduced 933 172 0.04% 0.04% 518 -47 -4.8% Q4 2025 Feb 03, 2026
N.E.W. Advisory Services LLC History No change 927 171 0.01% 0.02% 519 0 0.0% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Added to 919 170 0.0% 0.0% 520 +329 55.76% Q4 2025 Jan 16, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 902 166 0.1% 0.11% 521 0 0.0% Q4 2025 Feb 17, 2026
Caldwell Trust Co History No change 892 165 0.01% 0.02% 522 0 0.0% Q4 2025 Jan 30, 2026
Financial Perspectives, Inc History No change 828 153 0.04% 0.04% 523 0 0.0% Q4 2025 Jan 28, 2026
Center for Financial Planning, Inc. History No change 783 144 0.01% 0.02% 524 0 0.0% Q4 2025 Feb 05, 2026
MidAtlantic Capital Management, Inc. History New 777 143 0.09% — 525 +777 New Q4 2025 Feb 10, 2026
Hurley Capital, LLC History Added to 764 141 0.08% 0.08% 526 +2 0.26% Q4 2025 Feb 17, 2026
Progressive Investment Management Corp History No change 700 129 0.03% 0.03% 527 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 700 129 0.01% 0.01% 528 0 0.0% Q4 2025 Jan 14, 2026
SageView Advisory Group, LLC History Reduced 636 117 0.0% 0.01% 529 -1,231 -65.93% Q4 2025 Feb 17, 2026
Triumph Capital Management History New 617 114 0.02% — 530 +617 New Q4 2025 Feb 12, 2026
Nova Wealth Management, Inc. History Added to 568 105 0.07% 0.03% 531 +375 194.3% Q4 2025 Jan 14, 2026
OPTIMA CAPITAL LLC History Reduced 554 102 0.04% 0.11% 532 -685 -55.29% Q4 2025 Jan 23, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 550 101 0.03% 0.03% 533 0 0.0% Q4 2025 Feb 04, 2026
Robbins Farley History Added to 526 97 0.04% 0.04% 535 +55 11.68% Q4 2025 Jan 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 528 97 0.03% 0.05% 534 0 0.0% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Added to 519 96 0.01% 0.01% 536 +3 0.58% Q4 2025 Jan 22, 2026
KERR FINANCIAL PLANNING Corp History Added to 492 93 0.13% 0.07% 538 +231 88.51% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Added to 506 93 0.0% 0.0% 537 +36 7.66% Q4 2025 Jan 20, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 92 0.01% 0.01% 539 0 0.0% Q4 2025 Jan 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 488 90 0.0% 0.01% 540 0 0.0% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 475 89 0.0% 0.0% 541 +336 241.73% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Added to 475 87 0.0% 0.0% 542 +100 26.67% Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History No change 460 85 0.0% 0.0% 543 0 0.0% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Reduced 453 83 0.0% 0.0% 544 -27 -5.63% Q4 2025 Feb 17, 2026
Colony Family Offices, LLC History Reduced 440 81 0.02% 0.03% 545 -190 -30.16% Q4 2025 Jan 22, 2026
Meramec Financial Planners, LLC History New 425 80 0.03% — 546 +425 New Q4 2025 Feb 10, 2026
DHJJ Financial Advisors, Ltd. History No change 432 79 0.03% 0.03% 547 0 0.0% Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History Reduced 419 77 0.0% 0.0% 548 -29 -6.47% Q4 2025 Jan 30, 2026
Colonial Trust Co / SC History No change 420 77 0.01% 0.01% 549 0 0.0% Q4 2025 Feb 12, 2026
Ramirez Asset Management, Inc. History No change 420 77 0.01% 0.01% 550 0 0.0% Q4 2025 Feb 11, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 410 75 0.02% 0.03% 551 +3 0.74% Q4 2025 Jan 27, 2026
Inlight Wealth Management, LLC History No change 400 74 0.03% 0.04% 552 0 0.0% Q4 2025 Jan 23, 2026
Paladin Advisory Group, LLC History Reduced 395 73 0.05% 0.09% 554 -210 -34.71% Q4 2025 Jan 21, 2026
CITY HOLDING CO History Added to 395 73 0.01% 0.01% 553 +50 14.49% Q4 2025 Jan 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 392 72 0.0% — 555 +392 New Q4 2025 Jan 21, 2026
Westfuller Advisors, LLC History Added to 385 71 0.03% 0.03% 556 +3 0.79% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Reduced 375 69 0.0% 0.0% 557 -8 -2.09% Q4 2025 Jan 05, 2026
Atlantic Union Bankshares Corp History Reduced 357 66 0.0% 0.0% 558 -47 -11.63% Q4 2025 Feb 04, 2026
True Wealth Design, LLC History No change 348 64 0.02% 0.02% 559 0 0.0% Q4 2025 Jan 08, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 341 63 0.02% — 560 +341 New Q4 2025 Jan 20, 2026
Jackson Hole Capital Partners, LLC History No change 338 62 0.01% 0.01% 561 0 0.0% Q4 2025 Jan 30, 2026
NBC SECURITIES, INC. History Added to 334 61 0.0% 0.0% 562 +17 5.36% Q4 2025 Jan 29, 2026
BOKF, NA History Reduced 327 60 0.0% 0.0% 563 -250 -43.33% Q4 2025 Feb 03, 2026
Smithfield Trust Co History No change 325 60 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 09, 2026
HOWE & RUSLING INC History No change 310 57 0.0% 0.0% 565 0 0.0% Q4 2025 Feb 17, 2026
Davis Capital Management History No change 304 56 0.04% 0.04% 566 0 0.0% Q4 2025 Jan 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 300 55 0.01% 0.01% 567 0 0.0% Q4 2025 Jan 27, 2026
Greykasell Wealth Strategies, Inc. History New 295 54 0.02% — 568 +295 New Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Reduced 291 53 0.0% 0.0% 569 -31 -9.63% Q4 2025 Jan 20, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 273 51 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 03, 2026
Capital Analysts, LLC History No change 276 51 0.0% 0.0% 571 0 0.0% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History No change 275 50 0.02% 0.02% 572 0 0.0% Q4 2025 Jan 28, 2026
ORG Partners LLC History No change 275 50 0.01% 0.01% 573 0 0.0% Q4 2025 Jan 14, 2026
Salomon & Ludwin, LLC History Reduced 268 49 0.0% 0.0% 574 -15 -5.3% Q4 2025 Jan 28, 2026
Turning Point Benefit Group, Inc. History New 258 47 0.02% — 576 +258 New Q4 2025 Jan 30, 2026
Blume Capital Management, Inc. History No change 255 47 0.01% 0.01% 575 0 0.0% Q4 2025 Feb 05, 2026
SOA Wealth Advisors, LLC. History No change 250 46 0.01% 0.01% 577 0 0.0% Q4 2025 Jan 20, 2026
Signature Equity Partners, LLC History New 244 45 0.02% — 581 +244 New Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 244 45 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History No change 248 45 0.01% 0.01% 579 0 0.0% Q4 2025 Jan 05, 2026
Ulland Investment Advisors, LLC History No change 245 45 0.04% 0.03% 580 0 0.0% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Added to 213 39 0.0% 0.0% 582 +16 8.12% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History New 210 38 0.0% — 583 +210 New Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 204 37 0.0% 0.0% 585 +33 19.3% Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 201 37 0.01% 0.01% 586 +10 5.24% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Reduced 185 37 0.0% 0.0% 584 -4 -2.12% Q4 2025 Jan 23, 2026
Imprint Wealth LLC History No change 198 36 0.17% 0.12% 587 0 0.0% Q4 2025 Feb 17, 2026
MASECO LLP History Added to 193 35 0.0% 0.0% 589 +2 1.05% Q4 2025 Jan 22, 2026
United Community Bank History No change 190 35 0.01% 0.01% 588 0 0.0% Q4 2025 Jan 30, 2026
CBIZ Investment Advisory Services, LLC History Reduced 175 32 0.0% 0.0% 590 -170 -49.28% Q4 2025 Feb 09, 2026
Twin Lakes Capital Management, LLC History No change 175 32 0.01% 0.02% 591 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History No change 170 31 0.0% 0.0% 592 0 0.0% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History New 167 30 0.0% — 595 +167 New Q4 2025 Jan 29, 2026
FAS Wealth Partners, Inc. History Added to 163 30 0.0% 0.0% 594 +1 0.62% Q4 2025 Feb 18, 2026
ASHTON THOMAS SECURITIES, LLC History No change 167 30 0.01% 0.0% 593 0 0.0% Q4 2025 Feb 02, 2026
Quest 10 Wealth Builders, Inc. History No change 158 29 0.03% 0.03% 596 0 0.0% Q4 2025 Jan 29, 2026
IFC & Insurance Marketing, Inc. History New 153 28 0.03% — 598 +153 New Q4 2025 Feb 12, 2026
Citizens National Bank Trust Department History No change 152 28 0.0% 0.0% 597 0 0.0% Q4 2025 Jan 30, 2026
Jessup Wealth Management, Inc History New 144 26 0.01% — 601 +144 New Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 143 26 0.0% 0.0% 599 +16 12.6% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 142 26 0.0% 0.0% 600 -1 -0.7% Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 125 23 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 08, 2026
Morton Brown Family Wealth, LLC History Reduced 124 22 0.01% 0.01% 604 -68 -35.42% Q4 2025 Jan 28, 2026
Strategic Advocates LLC History Added to 121 22 0.01% 0.0% 605 +59 95.16% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History No change 122 22 0.0% 0.0% 603 0 0.0% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History No change 114 21 0.0% 0.0% 606 0 0.0% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History No change 108 20 0.0% 0.0% 607 0 0.0% Q4 2025 Jan 20, 2026
Key FInancial Inc History Added to 106 19 0.0% 0.0% 609 +6 6.0% Q4 2025 Feb 09, 2026
Clearstead Trust, LLC History No change 106 19 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 09, 2026
Rossby Financial, LCC History Added to 102 18 0.01% 0.01% 613 +1 0.99% Q4 2025 Feb 12, 2026
BFSG, LLC History No change 100 18 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 22, 2026
DAGCO, INC. History No change 100 18 0.0% 0.0% 611 0 0.0% Q4 2025 Jan 08, 2026
Crews Bank & Trust History No change 100 18 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 21, 2026
Fourth Dimension Wealth, LLC History No change 100 18 0.01% 0.01% 614 0 0.0% Q4 2025 Feb 04, 2026
Bank of New Hampshire History New 90 16 0.0% — 616 +90 New Q4 2025 Mar 16, 2026
FIRST UNITED BANK & TRUST History No change 90 16 0.01% 0.01% 615 0 0.0% Q4 2025 Jan 21, 2026
Millstone Evans Group, LLC History No change 89 16 0.01% 0.01% 617 0 0.0% Q4 2025 Feb 02, 2026
Tower View Wealth Management LLC History No change 81 14 0.01% 0.01% 618 0 0.0% Q4 2025 Jan 23, 2026
POM Investment Strategies, LLC History No change 81 14 0.01% 0.01% 619 0 0.0% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History New 72 13 0.0% — 620 +72 New Q4 2025 Feb 02, 2026
Addison Advisors LLC History No change 75 13 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 06, 2026
NorthAvenue LLC History New 69 12 0.01% — 625 +69 New Q4 2025 Apr 02, 2026
MONETARY MANAGEMENT GROUP INC History No change 68 12 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History No change 69 12 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 26, 2026
Community Bank, N.A. History No change 65 12 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 04, 2026
Newbridge Financial Services Group, Inc. History Reduced 64 11 0.0% 0.08% 627 -2,667 -97.66% Q4 2025 Jan 21, 2026
Plante Moran Financial Advisors, LLC History No change 63 11 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 05, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 55 10 0.0% 0.0% 630 -25 -31.25% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Added to 56 10 0.0% 0.0% 629 +2 3.7% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History No change 59 10 0.0% 0.0% 628 0 0.0% Q4 2025 Feb 11, 2026
HAZLETT, BURT & WATSON, INC. History New 47 9 0.0% — 631 +47 New Q4 2025 Feb 10, 2026
TD Capital Management LLC History No change 50 9 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 26, 2026
New Millennium Group LLC History Reduced 43 8 0.0% 0.0% 633 -1 -2.27% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History New 36 6 0.0% — 634 +36 New Q4 2025 Jan 22, 2026
Olistico Wealth, LLC History New 33 6 0.0% — 635 +33 New Q4 2025 Jan 13, 2026
Peachtree Investment Partners, LLC History Reduced 30 5 0.0% 0.0% 637 -20 -40.0% Q4 2025 Feb 11, 2026
ADIRONDACK TRUST CO History No change 30 5 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 08, 2026
Gould Capital, LLC History No change 31 5 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 13, 2026
Gen-Wealth Partners Inc History No change 29 5 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 27 4 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 23, 2026
Dogwood Wealth Management LLC History No change 25 4 0.0% 0.0% 641 0 0.0% Q4 2025 Feb 04, 2026
Cornerstone Planning Group LLC History Added to 21 3 0.0% — 645 +20 2000.0% Q4 2025 Feb 02, 2026
Kohmann Bosshard Financial Services, LLC History New 17 3 0.0% — 643 +17 New Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 14 3 0.0% 0.0% 642 +1 7.69% Q4 2025 Feb 09, 2026
Nalls Sherbakoff Group, LLC History No change 18 3 0.0% 0.0% 644 0 0.0% Q4 2025 Mar 12, 2026
TD Waterhouse Canada Inc. History No change 20 3 0.0% 0.0% 646 0 0.0% Q4 2025 Jan 27, 2026
MCGUIRE CAPITAL ADVISORS INC History New 15 2 0.0% — 653 +15 New Q4 2025 Feb 19, 2026
CALDWELL SUTTER CAPITAL, INC. History New 13 2 0.0% — 647 +13 New Q4 2025 Jan 30, 2026
Integrity Financial Corp /WA History Added to 13 2 0.0% 0.0% 650 +5 62.5% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Added to 16 2 0.0% 0.0% 649 +1 6.67% Q4 2025 Jan 20, 2026
Ameritas Investment Partners, Inc. History No change 15 2 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 11, 2026
Noble Wealth Management PBC History No change 11 2 0.0% 0.0% 651 0 0.0% Q4 2025 Jan 05, 2026
Mountain Hill Investment Partners Corp. History No change 12 2 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 26, 2026
Orion Capital Management LLC History New 6 1 0.0% — 654 +6 New Q4 2025 Feb 03, 2026
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 — 0.61% — -152,541 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.23% — -9,504 -100.0% Q3 2025 Nov 12, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 3.14% — -3,579 -100.0% Q3 2025 Dec 09, 2025
Belpointe Asset Management LLC History Closed out 0 0 — 0.02% — -2,148 -100.0% Q3 2025 Nov 03, 2025
Quadcap Wealth Management, LLC History Closed out 0 0 — 0.05% — -2,093 -100.0% Q3 2025 Nov 14, 2025
COLUMBIA ADVISORY PARTNERS LLC History Closed out 0 0 — 0.27% — -2,073 -100.0% Q3 2025 Oct 24, 2025
Clear Creek Financial Management, LLC History Closed out 0 0 — 0.03% — -1,681 -100.0% Q3 2025 Nov 10, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.04% — -1,616 -100.0% Q3 2025 Oct 21, 2025
Western Pacific Wealth Management, LP History Closed out 0 0 — 0.27% — -1,484 -100.0% Q3 2025 Oct 21, 2025
BROWN ADVISORY INC History Closed out 0 0 — 0.0% — -1,100 -100.0% Q3 2025 Nov 14, 2025
Massachusetts Wealth Management History Closed out 0 0 — 0.1% — -1,100 -100.0% Q3 2025 Oct 21, 2025
Fortis Capital Advisors, LLC History Closed out 0 0 — 0.03% — -1,089 -100.0% Q3 2025 Oct 31, 2025
Bolthouse Investments, LLC History Closed out 0 0 — 0.18% — -1,077 -100.0% Q3 2025 Oct 28, 2025
Family Investment Center, Inc. History Closed out 0 0 — 0.04% — -1,066 -100.0% Q3 2025 Oct 22, 2025
Spinnaker Investment Group, LLC History Closed out 0 0 — 0.04% — -1,066 -100.0% Q3 2025 Oct 10, 2025
Goelzer Investment Management, Inc. History Closed out 0 0 — 0.01% — -1,057 -100.0% Q3 2025 Oct 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -906 -100.0% Q3 2025 Oct 21, 2025
Crewe Advisors LLC History Closed out 0 0 — 0.01% — -433 -100.0% Q3 2025 Nov 13, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.04% — -305 -100.0% Q3 2025 Nov 06, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -245 -100.0% Q3 2025 Nov 07, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -212 -100.0% Q3 2025 Mar 31, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -188 -100.0% Q3 2025 Nov 03, 2025
Global Wealth Strategies & Associates History Closed out 0 0 — 0.01% — -164 -100.0% Q3 2025 Oct 02, 2025
Minot DeBlois Advisors LLC History Closed out 0 0 — 0.02% — -136 -100.0% Q3 2025 Nov 13, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -75 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2025 Oct 07, 2025
Windsor Advisory Group, LLC History Closed out 0 0 — 0.01% — -56 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Jan 12, 2026
WPG Advisers, LLC History Closed out 0 0 — 0.01% — -39 -100.0% Q3 2025 Oct 29, 2025
Financial Gravity Asset Management, Inc. History Reduced 2 0 — 0.0% — -20 -90.91% Q4 2025 Feb 13, 2026
Byrne Asset Management LLC History New 5 0 — — — +5 New Q4 2025 Jan 12, 2026
Strive Financial Group ,LLC History New 4 0 — — — +4 New Q4 2025 Feb 18, 2026
Transce3nd, LLC History Reduced 2 0 — — — -1 -33.33% Q4 2025 Feb 06, 2026
Anfield Capital Management, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 03, 2026