VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VSS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Empower Advisory Group, LLC History Reduced 4,944,180 708,649 1.91% 1.96% 1 -8,501 -0.17% Q4 2025 Feb 12, 2026
Mason Investment Advisory Services, Inc. History Added to 1,937,698 277,730 13.18% 13.48% 2 +39,350 2.07% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 1,876,400 268,944 0.38% 0.39% 3 +16,139 0.87% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 1,677,604 240,451 0.37% 0.4% 4 -168,778 -9.14% Q4 2025 Feb 05, 2026
State of New Jersey Common Pension Fund D History New 1,512,875 216,840 0.78% — 5 +1,512,875 New Q4 2025 Jan 30, 2026
1832 Asset Management L.P. History Added to 1,469,496 210,622 0.16% 0.16% 6 +12,288 0.84% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,181,124 169,290 0.03% 0.03% 7 -88,877 -7.0% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 128,997 128,997 0.07% — 8 +128,997 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 801,376 114,861 0.07% 0.06% 9 +127,559 18.93% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 721,353 103,391 0.21% 0.22% 10 -13,219 -1.8% Q4 2025 Jan 23, 2026
Creative Planning History Added to 690,422 98,958 0.07% 0.07% 11 +50,920 7.96% Q4 2025 Feb 17, 2026
WIT, LLC History No change 658,548 94,389 1.89% 2.13% 12 0 0.0% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 654,171 93,762 0.01% 0.01% 13 -3,699 -0.56% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 550,701 78,932 0.05% 0.05% 14 +9,204 1.7% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 502,968 72,090 0.01% 0.01% 15 +20,187 4.18% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 502,162 71,974 0.02% 0.02% 16 +57,291 12.88% Q4 2025 Feb 11, 2026
Clark Capital Management Group, Inc. History Reduced 441,988 63,350 0.39% 0.41% 17 -12,580 -2.77% Q4 2025 Feb 17, 2026
STATE STREET CORP History No change 385,489 55,252 0.0% 0.0% 18 0 0.0% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 360,011 51,600 0.01% 0.01% 19 +26,190 7.85% Q4 2025 Feb 13, 2026
Efficient Advisors, LLC History Added to 351,225 50,341 2.94% 2.77% 20 +5,793 1.68% Q4 2025 Jan 21, 2026
BANK OF MONTREAL /CAN/ History Reduced 347,252 49,771 0.02% 0.02% 21 -1,704 -0.49% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 341,809 48,991 0.01% 0.0% 22 +241,944 242.27% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 330,346 47,348 0.07% 0.09% 23 -66,490 -16.76% Q4 2025 Feb 18, 2026
Pathstone Holdings, LLC History New 328,280 47,052 0.18% — 24 +328,280 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 326,754 46,833 0.01% 0.01% 25 -34,505 -9.55% Q4 2025 Feb 10, 2026
Advisory Alpha, LLC History Reduced 312,132 44,744 1.22% 1.27% 26 -6,774 -2.12% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Added to 297,614 42,657 0.01% 0.0% 27 +230,479 343.31% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 293,234 42,029 0.0% 0.0% 28 +9,053 3.19% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 277,514 39,751 0.05% 0.06% 29 +20,044 7.78% Q4 2025 Mar 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 275,442 39,479 0.05% 0.05% 30 -11,176 -3.9% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 223,481 32,031 0.02% 0.02% 31 -14,182 -5.97% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 222,097 31,833 0.03% 0.03% 32 +17,219 8.4% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 221,753 31,784 0.03% 0.03% 33 -14,348 -6.08% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 211,317 30,288 0.54% 0.61% 34 -2,743 -1.28% Q4 2025 Jan 16, 2026
Savant Capital, LLC History Reduced 209,751 30,063 0.17% 0.22% 35 -42,125 -16.72% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 209,188 29,982 0.02% — 36 +209,188 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 196,673 28,189 0.04% 0.04% 37 +28,815 17.17% Q4 2025 Feb 11, 2026
Wedmont Private Capital History Added to 186,833 27,438 0.95% 0.99% 38 +360 0.19% Q4 2025 Jan 08, 2026
Pacific Life Fund Advisors LLC History Reduced 183,882 26,355 2.71% 3.7% 39 -69,477 -27.42% Q4 2025 Jan 26, 2026
Galvin, Gaustad & Stein, LLC History Added to 180,583 25,882 2.02% 2.08% 40 +1,355 0.76% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Reduced 177,292 25,411 0.03% 0.03% 41 -8,367 -4.51% Q4 2025 Feb 06, 2026
Apella Capital, LLC History Reduced 168,745 24,186 0.48% 0.57% 42 -10,529 -5.87% Q4 2025 Jan 21, 2026
Vontobel Holding Ltd. History No change 160,000 22,932 0.07% 0.07% 43 0 0.0% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 152,935 21,920 0.0% — 44 +152,935 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 142,171 20,377 0.0% 0.0% 45 +5,562 4.07% Q4 2025 Mar 25, 2026
RAYMOND JAMES FINANCIAL INC History Added to 140,988 20,207 0.01% 0.0% 46 +37,145 35.77% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Reduced 135,651 19,442 0.2% 0.2% 47 -1,350 -0.99% Q4 2025 Jan 13, 2026
JPMORGAN CHASE & CO History Added to 122,566 17,567 0.0% 0.0% 48 +3,075 2.57% Q4 2025 Feb 11, 2026
Portland Global Advisors LLC History Added to 122,406 17,544 1.88% 1.91% 49 +2,379 1.98% Q4 2025 Feb 10, 2026
MilWealth Group LLC History Added to 118,015 16,915 4.03% 4.06% 50 +1,017 0.87% Q4 2025 Feb 02, 2026
Redwood Investment Management, LLC History Reduced 113,693 16,296 1.83% 1.97% 51 -13,695 -10.75% Q4 2025 Feb 17, 2026
Partners in Financial Planning History Added to 106,656 15,287 2.59% 2.61% 52 +725 0.68% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Added to 97,842 14,023 0.15% 0.04% 53 +72,154 280.89% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Reduced 93,262 13,367 0.38% 0.46% 54 -13,051 -12.28% Q4 2025 Jan 20, 2026
IMA Advisory Services, Inc. History Reduced 87,909 12,593 1.21% 1.29% 55 -1,616 -1.81% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 87,516 12,552 0.02% 0.03% 56 -67,012 -43.37% Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 86,551 12,405 1.38% — 57 +86,551 New Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 85,740 12,289 0.91% 1.04% 58 +4,262 5.23% Q4 2025 Jan 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 84,697 12,139 0.16% 0.17% 59 -2,234 -2.57% Q4 2025 Feb 09, 2026
Modera Wealth Management, LLC History Added to 84,544 12,117 0.14% 0.14% 60 +887 1.06% Q4 2025 Jan 21, 2026
Family CFO Inc History Reduced 83,721 11,999 5.37% 5.63% 61 -1,996 -2.33% Q4 2025 Jan 23, 2026
Johnson Financial Group, LLC History Added to 83,659 11,990 0.74% 0.85% 62 +18,664 28.72% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History New 83,604 11,982 0.04% — 63 +83,604 New Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 78,499 11,251 0.08% 0.02% 64 +60,663 340.12% Q4 2025 Feb 18, 2026
Strategic Financial Planning, Inc. History Added to 78,498 11,249 6.4% 6.38% 65 +1,193 1.54% Q4 2025 Feb 17, 2026
25 LLC History Reduced 76,652 10,986 3.49% 9.81% 66 -125,383 -62.06% Q4 2025 Jan 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 76,294 10,933 0.0% 0.0% 67 -8,392 -9.91% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 75,451 10,814 0.33% 0.32% 68 +4,313 6.06% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Reduced 75,359 10,801 0.74% 0.8% 69 -3,351 -4.26% Q4 2025 Feb 23, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 72,930 10,453 0.14% 0.17% 70 -17,297 -19.17% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 72,810 10,435 0.0% 0.0% 71 -286,207 -79.72% Q4 2025 Feb 17, 2026
IFG Advisors, LLC History Added to 71,488 10,246 1.71% 1.66% 72 +311 0.44% Q4 2025 Jan 13, 2026
Valmark Advisers, Inc. History Added to 70,968 10,171 0.13% 0.13% 73 +1,067 1.53% Q4 2025 Jan 26, 2026
Grove Street Fiduciary, LLC History Reduced 69,392 9,945 4.16% 4.88% 74 -3,027 -4.18% Q4 2025 Feb 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 68,324 9,793 0.12% 0.13% 75 -1,030 -1.49% Q4 2025 Feb 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 68,169 9,770 1.78% 1.74% 76 +3,724 5.78% Q4 2025 Jan 13, 2026
RTD Financial Advisors, Inc. History Reduced 67,745 9,709 1.18% 1.21% 77 -2,627 -3.73% Q4 2025 Jan 27, 2026
MAI Capital Management History Reduced 65,183 9,342 0.05% 0.06% 78 -332 -0.51% Q4 2025 Feb 13, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 64,881 9,299 1.94% 1.87% 79 +4,725 7.85% Q4 2025 Jan 22, 2026
Columbus Macro, LLC History Added to 64,594 9,258 1.01% 1.04% 80 +409 0.64% Q4 2025 Jan 15, 2026
Brooklyn FI, LLC History Added to 63,228 9,062 1.94% 1.99% 81 +970 1.56% Q4 2025 Jan 21, 2026
Cambria Investment Management, L.P. History Added to 63,105 9,044 0.53% 0.54% 82 +415 0.66% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Added to 62,952 9,022 0.46% 0.46% 83 +782 1.26% Q4 2025 Jan 27, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 61,864 8,866 0.92% 0.88% 84 +3,179 5.42% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 61,598 8,828 0.01% 0.01% 85 +1,221 2.02% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 58,384 8,368 0.26% 0.28% 86 -1,313 -2.2% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 57,694 8,269 0.01% 0.02% 87 +2,110 3.8% Q4 2025 Mar 16, 2026
Maltin Wealth Management, Inc. History Added to 56,815 8,143 3.24% 3.2% 88 +2,740 5.07% Q4 2025 Jan 15, 2026
Fusion Family Wealth, LLC History Reduced 55,483 7,952 0.6% 6.4% 89 -4,486 -7.48% Q4 2025 Feb 04, 2026
Twelve Points Wealth Management LLC History Added to 51,371 7,592 1.71% 1.68% 90 +4,208 8.92% Q4 2025 Jan 23, 2026
ATMOS ADVISORY, LLC History Added to 52,275 7,492 4.34% 4.33% 91 +2,455 4.93% Q4 2025 Jan 21, 2026
Quantum Capital Management, LLC / NJ History Reduced 49,965 7,161 0.83% 0.81% 92 -1,747 -3.38% Q4 2025 Feb 13, 2026
Gladwyn Financial Advisors, Inc. History Added to 49,180 7,049 4.95% 4.95% 93 +807 1.67% Q4 2025 Jan 08, 2026
Avior Wealth Management, LLC History Added to 48,965 7,018 0.22% 0.22% 94 +1,162 2.43% Q4 2025 Jan 06, 2026
Sequoia Financial Advisors, LLC History Reduced 47,601 6,822 0.04% 0.05% 95 -10,048 -17.43% Q4 2025 Feb 03, 2026
Boston Standard Wealth Management, LLC History Added to 47,198 6,764 1.12% 1.09% 96 +1,679 3.69% Q4 2025 Jan 07, 2026
Qube Research & Technologies Ltd History Added to 46,045 6,599 0.01% 0.0% 97 +24,295 111.7% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 45,962 6,587 0.01% 0.01% 98 +12,925 39.12% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 45,731 6,562 0.01% 0.01% 99 +3,140 7.37% Q4 2025 Feb 18, 2026
Tanager Wealth Management LLP History Reduced 45,290 6,491 0.65% 0.7% 100 -1,474 -3.15% Q4 2025 Jan 26, 2026
E&R Wealth Management, LLC History New 45,195 6,477 6.76% — 101 +45,195 New Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Reduced 42,940 6,154 0.09% 0.11% 102 -3,531 -7.6% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 42,667 6,116 0.02% 0.02% 103 +3,155 7.98% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 41,690 5,975 0.01% 0.01% 104 +4,391 11.77% Q4 2025 Feb 13, 2026
Sage Financial Management Group, Inc. History Added to 40,890 5,860 1.79% 1.82% 105 +928 2.32% Q4 2025 Feb 05, 2026
CLUNE & ASSOCIATES, LTD. History Added to 40,466 5,799 1.25% 1.25% 106 +5,375 15.32% Q4 2025 Feb 09, 2026
Flower City Capital History Added to 40,378 5,787 2.95% 3.02% 107 +1,002 2.54% Q4 2025 Jan 22, 2026
Viewpoint Capital Management LLC History Added to 39,057 5,598 2.42% 2.42% 108 +462 1.2% Q4 2025 Feb 11, 2026
Colony Family Offices, LLC History Reduced 38,822 5,564 1.39% 1.48% 109 -1,335 -3.32% Q4 2025 Jan 22, 2026
Janney Montgomery Scott LLC History Added to 38,808 5,562 0.01% 0.01% 110 +593 1.55% Q4 2025 Feb 11, 2026
MOLLER WEALTH PARTNERS History Added to 38,451 5,511 1.15% 1.14% 111 +189 0.49% Q4 2025 Jan 08, 2026
SAGE RHINO CAPITAL LLC History Reduced 38,262 5,484 1.04% 1.07% 112 -757 -1.94% Q4 2025 Jan 30, 2026
Obsido Oy History Added to 38,087 5,459 3.35% 3.4% 113 +2,262 6.31% Q4 2025 Feb 17, 2026
Noble Family Wealth, LLC History Added to 37,641 5,395 1.14% 1.06% 114 +4,068 12.12% Q4 2025 Jan 07, 2026
SWAN Capital LLC History Reduced 37,490 5,373 2.09% 2.25% 115 -1,511 -3.87% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 36,508 5,232 0.03% 0.03% 116 -5,045 -12.14% Q4 2025 Feb 13, 2026
Vawter Financial, Ltd. History Reduced 35,804 5,131 2.17% 2.32% 117 -100 -0.28% Q4 2025 Feb 02, 2026
LAM GROUP, INC. History Added to 35,500 5,088 2.91% 3.14% 118 +17 0.05% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Reduced 35,459 5,082 0.13% 0.13% 119 -103 -0.29% Q4 2025 Feb 03, 2026
Focus Partners Advisor Solutions, LLC History Reduced 34,264 4,911 0.06% 0.14% 120 -53,964 -61.16% Q4 2025 Feb 11, 2026
NWAM LLC History Added to 32,890 4,833 0.27% 0.24% 121 +1,642 5.25% Q4 2025 Feb 04, 2026
FIRST HORIZON CORP History Reduced 33,635 4,820 0.22% 0.23% 122 -761 -2.21% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 32,910 4,717 0.05% 0.06% 123 +4,835 17.22% Q4 2025 Jan 23, 2026
Tortoise Investment Management, LLC History Reduced 32,499 4,658 0.41% 0.41% 124 -141 -0.43% Q4 2025 Feb 06, 2026
Bleakley Financial Group, LLC History Added to 32,215 4,617 0.08% 0.1% 125 +1,167 3.76% Q4 2025 Feb 09, 2026
Womack Financial LLC History Added to 31,669 4,539 3.35% 3.34% 126 +830 2.69% Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 31,543 4,521 0.37% 0.34% 127 +87 0.28% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 30,283 4,444 0.01% 0.01% 128 +3,671 13.79% Q4 2025 Jan 08, 2026
Regal Investment Advisors LLC History Added to 30,384 4,354 0.26% 0.26% 129 +2,279 8.11% Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Added to 30,290 4,344 0.38% 0.36% 130 +30,050 12520.83% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 30,187 4,326 0.01% 0.01% 131 +2,399 8.63% Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Reduced 29,702 4,257 0.25% 0.84% 132 -24,606 -45.31% Q4 2025 Jan 27, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 29,581 4,239 3.98% — 133 +29,581 New Q4 2025 Feb 02, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 29,276 4,196 0.38% 0.44% 134 -612 -2.05% Q4 2025 Jan 30, 2026
Perigon Wealth Management, LLC History Added to 28,913 4,144 0.07% 0.08% 135 +246 0.86% Q4 2025 Jan 16, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 28,545 4,091 0.47% 0.74% 136 -12,290 -30.1% Q4 2025 Feb 17, 2026
Landmark Wealth Management, LLC History Added to 28,520 4,087 1.56% 1.57% 137 +818 2.95% Q4 2025 Feb 05, 2026
Haverford Trust Co History Reduced 28,459 4,079 0.04% 0.04% 138 -51 -0.18% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History Added to 28,440 4,076 0.42% 0.3% 139 +9,006 46.34% Q4 2025 Feb 05, 2026
GFS Advisors, LLC History Reduced 28,062 4,022 0.48% 0.52% 140 -618 -2.15% Q4 2025 Feb 11, 2026
REBALANCE, LLC History No change 27,869 3,994 0.23% 0.24% 141 0 0.0% Q4 2025 Jan 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 27,675 3,966 0.0% 0.0% 142 +2,173 8.52% Q4 2025 Feb 17, 2026
INSPIRE TRUST CO, N.A. History Reduced 27,000 3,869 0.63% 0.89% 143 -7,470 -21.67% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 26,850 3,848 0.24% 0.26% 144 +26 0.1% Q4 2025 Feb 06, 2026
Certified Advisory Corp History Added to 26,612 3,814 0.35% 0.36% 145 +153 0.58% Q4 2025 Jan 12, 2026
Walkner Condon Financial Advisors LLC History Added to 25,697 3,682 0.51% 0.56% 146 +965 3.9% Q4 2025 Jan 21, 2026
FIDUCIARY ADVISORS, INC. History Added to 25,660 3,677 2.8% 2.76% 147 +1,703 7.11% Q4 2025 Jan 27, 2026
LPWM LLC History Added to 25,435 3,645 0.92% 0.95% 148 +478 1.92% Q4 2025 Jan 06, 2026
Compound Planning, Inc. History Added to 24,897 3,568 0.1% 0.11% 149 +525 2.15% Q4 2025 Feb 19, 2026
FDx Advisors, Inc. History Reduced 24,667 3,536 1.8% 1.11% 150 -1,279 -4.93% Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Added to 24,656 3,533 0.19% 0.2% 151 +377 1.55% Q4 2025 Jan 12, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 24,483 3,509 1.6% 1.68% 152 -275 -1.11% Q4 2025 Jan 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 24,420 3,500 0.49% 0.5% 153 +1,154 4.96% Q4 2025 Feb 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 24,246 3,475 0.54% 0.61% 154 +775 3.3% Q4 2025 Feb 03, 2026
GREAT LAKES ADVISORS, LLC History New 24,223 3,471 0.03% — 155 +24,223 New Q4 2025 Feb 12, 2026
St. Louis Trust Co History Reduced 24,171 3,464 0.4% 0.44% 156 -866 -3.46% Q4 2025 Feb 09, 2026
Aberdeen Wealth Management LLC History Added to 24,145 3,460 1.6% 2.12% 157 +455 1.92% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 24,070 3,449 0.0% 0.0% 158 -2,029 -7.77% Q4 2025 Feb 17, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 23,922 3,428 0.8% 0.83% 159 -245 -1.01% Q4 2025 Jan 14, 2026
Bear Mountain Capital, Inc. History Reduced 22,833 3,405 1.1% 1.09% 160 -122 -0.53% Q4 2025 Jan 22, 2026
Newton One Investments LLC History Added to 23,504 3,368 0.99% 0.97% 161 +603 2.63% Q4 2025 Jan 23, 2026
Arbor Wealth Advisors LLC History No change 23,214 3,327 2.37% 2.47% 162 0 0.0% Q4 2025 Jan 12, 2026
Sanctuary Advisors, LLC History Added to 21,607 3,096 0.02% 0.01% 163 +13,050 152.51% Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 21,541 3,087 0.02% 0.02% 164 -100 -0.46% Q4 2025 Feb 11, 2026
TECTONIC ADVISORS LLC History Added to 21,531 3,086 0.16% 0.15% 165 +1,841 9.35% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 21,307 3,053 0.01% 0.01% 166 +2,493 13.25% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Added to 20,956 3,003 0.1% 0.03% 167 +16,327 352.71% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 20,669 2,962 0.02% 0.02% 168 +146 0.71% Q4 2025 Jan 12, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 20,327 2,913 0.61% 0.71% 169 -1,292 -5.98% Q4 2025 Feb 03, 2026
Voya Financial Advisors, Inc. History Added to 19,969 2,872 0.28% 0.26% 170 +1,216 6.48% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 19,843 2,844 0.05% 0.06% 171 -1,229 -5.83% Q4 2025 Feb 12, 2026
Uptown Financial Advisors LLC History Added to 19,234 2,756 1.97% 2.2% 172 +530 2.83% Q4 2025 Jan 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 18,678 2,677 0.17% 0.18% 173 -628 -3.25% Q4 2025 Jan 23, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 18,653 2,673 0.96% 0.99% 174 +98 0.53% Q4 2025 Jan 14, 2026
Harpswell Capital Advisors, LLC History Reduced 18,553 2,659 2.11% 3.66% 175 -8,359 -31.06% Q4 2025 Feb 11, 2026
Falcon Wealth Planning History Reduced 18,285 2,620 0.22% 0.24% 176 -600 -3.18% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 18,086 2,592 0.05% 0.05% 177 -937 -4.93% Q4 2025 Feb 05, 2026
CoreFirst Bank & Trust History Reduced 17,916 2,567 1.39% 1.53% 178 -1,941 -9.77% Q4 2025 Feb 11, 2026
Livet Wealth, LLC History New 17,303 2,480 1.53% — 179 +17,303 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 17,165 2,460 0.0% 0.0% 180 +2,092 13.88% Q4 2025 Feb 12, 2026
INTRUST BANK NA History Added to 16,962 2,431 0.2% 0.19% 181 +992 6.21% Q4 2025 Feb 06, 2026
Upper Left Wealth Management, LLC History Added to 16,961 2,431 1.48% 1.44% 182 +895 5.57% Q4 2025 Jan 22, 2026
Integrity Wealth Solutions LLC History Added to 16,459 2,359 0.93% 1.02% 183 +460 2.88% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 16,283 2,333 0.05% 0.05% 184 +1,094 7.2% Q4 2025 Feb 03, 2026
Red Wave Investments LLC History No change 16,143 2,313 0.69% 0.71% 185 0 0.0% Q4 2025 Feb 06, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 15,938 2,284 0.06% 0.07% 186 -4,314 -21.3% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 15,885 2,276 0.14% 0.13% 187 -348 -2.14% Q4 2025 Jan 30, 2026
Traveka Wealth, LLC History Reduced 15,820 2,267 0.92% 1.03% 188 -363 -2.24% Q4 2025 Jan 08, 2026
Valtinson Bruner Financial Planning LLC History Reduced 15,701 2,250 0.65% 0.66% 189 -30 -0.19% Q4 2025 Feb 09, 2026
SIMON QUICK ADVISORS, LLC History Added to 15,658 2,244 0.1% 0.1% 190 +46 0.29% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Reduced 15,364 2,202 0.03% 0.03% 191 -37 -0.24% Q4 2025 Feb 13, 2026
Midwest Financial Partners Investments, Inc. History New 15,327 2,196 1.22% — 192 +15,327 New Q4 2025 Feb 06, 2026
Foundation Wealth Management, LLC\PA History Reduced 15,288 2,191 0.8% 1.12% 193 -5,034 -24.77% Q4 2025 Jan 15, 2026
NORTHERN TRUST CORP History Added to 15,276 2,189 0.0% 0.0% 194 +3,368 28.28% Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Reduced 15,089 2,162 0.13% 0.12% 195 -663 -4.21% Q4 2025 Feb 04, 2026
Compass Ion Advisors, LLC History Added to 15,074 2,160 0.21% 0.21% 196 +22 0.15% Q4 2025 Jan 29, 2026
Blue Barn Wealth, LLC History Reduced 14,990 2,148 3.13% 1.87% 197 -14,934 -49.91% Q4 2025 Feb 10, 2026
Level Financial Advisors History Reduced 14,884 2,133 0.56% 0.62% 198 -553 -3.58% Q4 2025 Jan 26, 2026
Cassaday & Co Wealth Management LLC History No change 14,814 2,123 0.04% 0.05% 199 0 0.0% Q4 2025 Feb 03, 2026
Mittelman Wealth Management History Added to 14,333 2,054 1.33% 1.22% 200 +1,215 9.26% Q4 2025 Feb 17, 2026
Intergy Private Wealth, LLC History Added to 14,258 2,043 0.62% 0.61% 201 +526 3.83% Q4 2025 Jan 22, 2026
Capital Analysts, LLC History Reduced 14,249 2,042 0.06% 0.07% 202 -3,195 -18.32% Q4 2025 Feb 11, 2026
Sincerus Advisory, LLC History Added to 14,132 2,025 1.63% 1.68% 203 +333 2.41% Q4 2025 Jan 08, 2026
PDS Planning, Inc History Added to 14,105 2,021 0.14% 0.14% 204 +147 1.05% Q4 2025 Jan 26, 2026
Atlanta Consulting Group Advisors, LLC History No change 13,933 1,997 0.45% 0.49% 205 0 0.0% Q4 2025 Feb 11, 2026
GHP Investment Advisors, Inc. History Added to 13,871 1,988 0.08% 0.08% 206 +36 0.26% Q4 2025 Jan 27, 2026
Cassilly Financial Group LLC History New 13,480 1,932 1.71% — 207 +13,480 New Q4 2025 Jan 15, 2026
Procyon Advisors, LLC History Added to 13,478 1,931 0.1% 0.11% 208 +25 0.19% Q4 2025 Jan 07, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 13,405 1,921 0.0% 0.0% 209 +1,624 13.78% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 13,140 1,883 0.02% 0.02% 210 -309 -2.3% Q4 2025 Feb 17, 2026
Cushing Capital Partners, LLC History Reduced 12,760 1,828 1.35% 1.5% 211 -678 -5.05% Q4 2025 Jan 14, 2026
Payne Capital Management, LLC History Added to 12,652 1,813 0.57% 0.56% 212 +374 3.05% Q4 2025 Feb 02, 2026
Zhang Financial LLC History Reduced 12,578 1,802 0.07% 0.07% 213 -78 -0.62% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Added to 12,523 1,795 0.02% 0.01% 214 +425 3.51% Q4 2025 Jan 05, 2026
Gibraltar Capital Management, Inc. History No change 12,425 1,780 0.3% 0.32% 215 0 0.0% Q4 2025 Feb 02, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 12,296 1,762 0.39% 0.32% 216 +3,158 34.56% Q4 2025 Jan 09, 2026
Advisory Services Network, LLC History Added to 12,225 1,752 0.02% 0.02% 217 +277 2.32% Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 11,785 1,741 0.08% 0.44% 218 -41,447 -77.86% Q4 2025 Feb 03, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 11,891 1,704 1.16% 1.23% 219 +11 0.09% Q4 2025 Jan 27, 2026
Summit Financial Strategies, Inc. History Added to 11,831 1,695 0.14% 0.12% 220 +1,759 17.46% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History No change 11,687 1,675 0.0% 0.0% 221 0 0.0% Q4 2025 Feb 13, 2026
Asset Allocation Strategies LLC History Added to 11,656 1,670 0.31% 0.31% 222 +694 6.33% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History Reduced 11,463 1,643 0.12% 0.35% 223 -11 -0.1% Q4 2025 Feb 11, 2026
Alpha Financial Advisors, LLC History Reduced 11,437 1,639 0.5% 0.61% 224 -725 -5.96% Q4 2025 Jan 20, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 11,341 1,625 0.01% 0.01% 225 -1,073 -8.64% Q4 2025 Jan 09, 2026
VANCE WEALTH, LLC History Reduced 11,246 1,611 0.48% 0.51% 226 -357 -3.08% Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Added to 11,187 1,603 0.25% 0.26% 227 +211 1.92% Q4 2025 Feb 24, 2026
Cherry Tree Wealth Management, LLC History Added to 11,113 1,592 0.34% 0.34% 228 +108 0.98% Q4 2025 Feb 10, 2026
IFC & Insurance Marketing, Inc. History New 11,102 1,591 1.58% — 229 +11,102 New Q4 2025 Feb 12, 2026
NEPC LLC History Added to 10,882 1,559 0.03% 0.03% 231 +2,768 34.11% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Reduced 10,880 1,559 0.02% 0.02% 230 -720 -6.21% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 10,663 1,528 0.01% — 232 +10,663 New Q4 2025 Feb 18, 2026
Praetorian Wealth Management, Inc. History Added to 10,635 1,524 0.3% 0.31% 233 +37 0.35% Q4 2025 Jan 14, 2026
Asset Dedication, LLC History Added to 10,415 1,492 0.1% 0.09% 234 +952 10.06% Q4 2025 Jan 26, 2026
WELCH & FORBES LLC History No change 10,334 1,481 0.02% 0.02% 235 0 0.0% Q4 2025 Feb 10, 2026
SOL Capital Management CO History Reduced 10,288 1,475 0.13% 0.13% 236 -10 -0.1% Q4 2025 Jan 30, 2026
Atria Investments, Inc History Reduced 10,152 1,455 0.02% 0.02% 237 -1,133 -10.04% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Reduced 10,121 1,450 0.05% 0.05% 238 -83 -0.81% Q4 2025 Jan 13, 2026
Kingsview Wealth Management, LLC History Reduced 10,092 1,446 0.02% 0.03% 239 -2,937 -22.54% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 9,831 1,409 0.0% 0.0% 240 +845 9.4% Q4 2025 Feb 10, 2026
Pure Financial Advisors, LLC History Added to 9,826 1,408 0.26% 0.02% 241 +531 5.71% Q4 2025 Mar 04, 2026
CITIGROUP INC History Reduced 9,809 1,405 0.0% 0.0% 242 -1,199 -10.89% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 9,783 1,402 0.02% 0.02% 243 +2,091 27.18% Q4 2025 Jan 29, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 9,768 1,400 0.1% 0.11% 244 +175 1.82% Q4 2025 Feb 04, 2026
PW ADVISORS, LLC \ FL History New 9,669 1,385 1.11% — 245 +9,669 New Q4 2025 Feb 17, 2026
Golden Bell Financial Planning LLC History Reduced 9,399 1,347 1.12% 1.19% 246 -187 -1.95% Q4 2025 Feb 03, 2026
Johnson Financial Group, Inc. History Reduced 9,370 1,343 0.05% 0.05% 247 -275 -2.85% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 9,251 1,325 0.02% 0.02% 248 -562 -5.73% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History Reduced 9,212 1,320 0.02% 0.02% 249 -3,035 -24.78% Q4 2025 Feb 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,113 1,306 0.0% 0.0% 250 -91 -0.99% Q4 2025 Jan 30, 2026
Everhart Financial Group, Inc. History Added to 9,078 1,301 0.12% 0.12% 251 +941 11.56% Q4 2025 Jan 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 9,039 1,295 0.12% 0.12% 252 -457 -4.81% Q4 2025 Jan 30, 2026
Glaxis Capital Management, LLC History Added to 17,604 1,294 2.22% 2.07% 253 +154 0.88% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 8,990 1,288 0.0% 0.0% 254 +274 3.14% Q4 2025 Feb 02, 2026
Harbour Capital Advisors, LLC History Reduced 8,878 1,285 0.26% 0.26% 255 -150 -1.66% Q4 2025 Jan 07, 2026
William Mack & Associates, Inc. History Reduced 8,886 1,273 0.6% 0.7% 256 -214 -2.35% Q4 2025 Feb 09, 2026
Colorado Capital Management, Inc. History Reduced 8,872 1,272 0.48% 0.51% 257 -413 -4.45% Q4 2025 Jan 23, 2026
TCI Wealth Advisors, Inc. History Reduced 8,868 1,271 0.07% 0.09% 258 -1,187 -11.81% Q4 2025 Feb 02, 2026
Minot DeBlois Advisors LLC History Reduced 8,859 1,269 1.14% 1.15% 259 -50 -0.56% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 8,780 1,262 0.09% 0.1% 260 -302 -3.33% Q4 2025 Jan 15, 2026
Paragon Capital Management Ltd History No change 8,658 1,240 0.25% 0.23% 261 0 0.0% Q4 2025 Jan 22, 2026
Ascent Group, LLC History Reduced 8,625 1,236 0.04% 0.05% 262 -613 -6.64% Q4 2025 Jan 20, 2026
Institute for Wealth Management, LLC. History Added to 8,467 1,213 0.13% 0.13% 263 +10 0.12% Q4 2025 Jan 27, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 8,414 1,206 0.02% 0.02% 264 -286 -3.29% Q4 2025 Jan 23, 2026
McLean Asset Management Corp History Reduced 8,021 1,191 0.21% 0.25% 265 -402 -4.77% Q4 2025 Jan 16, 2026
Diversify Advisory Services, LLC History Reduced 7,970 1,189 0.04% 0.11% 266 -15,944 -66.67% Q4 2025 Jan 23, 2026
Quadrature Capital Ltd History Reduced 8,124 1,164 0.01% 0.11% 267 -59,740 -88.03% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History No change 8,025 1,150 0.06% 0.06% 268 0 0.0% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 8,000 1,146 0.04% 0.04% 269 +100 1.27% Q4 2025 Feb 06, 2026
Jacobs Equity LLC History New 7,984 1,144 1.1% — 270 +7,984 New Q4 2025 Feb 19, 2026
Morton Brown Family Wealth, LLC History No change 7,978 1,143 0.31% 0.33% 271 0 0.0% Q4 2025 Jan 28, 2026
JDH Wealth Management, LLC History No change 7,951 1,139 0.78% 0.8% 272 0 0.0% Q4 2025 Jan 05, 2026
Root Financial Partners, LLC History Added to 7,832 1,122 0.06% 0.05% 273 +2,429 44.96% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 7,714 1,105 0.01% 0.01% 274 +1,518 24.5% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 7,683 1,101 0.09% 0.09% 275 +482 6.69% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 7,565 1,084 0.0% 0.0% 276 +5,265 228.91% Q4 2025 Feb 12, 2026
SACHEM HILL LLC History No change 7,529 1,079 0.21% 0.21% 277 0 0.0% Q4 2025 Feb 12, 2026
GRANVILLE CAPITAL, INC. History New 7,510 1,076 0.57% — 278 +7,510 New Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 7,462 1,069 0.02% 0.04% 279 -708 -8.67% Q4 2025 Feb 05, 2026
SilverOak Wealth Management LLC History Added to 7,458 1,068 0.17% 0.13% 280 +2,134 40.08% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 7,207 1,033 0.0% 0.0% 281 -103 -1.41% Q4 2025 Feb 13, 2026
Camelot Portfolios, LLC History Reduced 7,132 1,022 0.63% 0.74% 282 -1,687 -19.13% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 7,087 1,015 0.02% 0.01% 283 +5,041 246.38% Q4 2025 Feb 11, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 7,048 1,010 0.05% 0.05% 284 -282 -3.85% Q4 2025 Jan 23, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 6,964 998 0.34% 0.34% 285 +30 0.43% Q4 2025 Jan 22, 2026
Life Planning Partners, Inc History Reduced 6,935 993 0.76% 0.88% 286 -1,556 -18.33% Q4 2025 Jan 16, 2026
Columbia River Financial Group, LLC History Added to 6,881 986 0.61% 0.59% 287 +113 1.67% Q4 2025 Feb 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 6,838 980 0.01% 0.01% 288 0 0.0% Q4 2025 Feb 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 6,671 956 0.02% 0.02% 289 0 0.0% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 6,609 947 0.0% 0.0% 290 +2,768 72.06% Q4 2025 Feb 17, 2026
Discipline Wealth Solutions, LLC History Added to 6,584 943 0.17% 0.09% 291 +4,207 176.99% Q4 2025 Jan 26, 2026
Ameritas Advisory Services, LLC History Added to 6,465 926 0.03% 0.01% 292 +5,331 470.11% Q4 2025 Feb 04, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 6,301 924 0.09% 0.09% 293 +30 0.48% Q4 2025 Jan 22, 2026
LRI Investments, LLC History No change 6,307 903 0.07% 0.07% 294 0 0.0% Q4 2025 Feb 04, 2026
Envestnet Portfolio Solutions, Inc. History Added to 6,182 886 0.0% 0.0% 295 +1,199 24.06% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 6,087 872 0.01% 0.0% 296 +1,678 38.06% Q4 2025 Feb 17, 2026
BAILARD, INC. History No change 6,022 863 0.02% 0.02% 297 0 0.0% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Added to 6,002 860 0.0% 0.0% 298 +182 3.13% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 5,983 857 0.01% 0.02% 299 +402 7.2% Q4 2025 Mar 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 5,971 855 0.02% 0.02% 300 +804 15.56% Q4 2025 Feb 18, 2026
J.W. COLE ADVISORS, INC. History Added to 6,402 842 0.02% 0.02% 301 +587 10.09% Q4 2025 Feb 11, 2026
WARNER FINANCIAL, INC History No change 5,832 836 0.29% 0.31% 302 0 0.0% Q4 2025 Jan 21, 2026
Arete Wealth Advisors, LLC History Reduced 5,762 826 0.05% 0.05% 303 -2 -0.03% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 5,728 821 0.0% 0.0% 304 +2,382 71.19% Q4 2025 Feb 12, 2026
BWM Planning, LLC History Added to 5,618 805 0.22% 0.22% 305 +483 9.41% Q4 2025 Jan 14, 2026
Orion Porfolio Solutions, LLC History Added to 5,586 800 0.01% 0.0% 306 +1,073 23.78% Q4 2025 Feb 12, 2026
Windward Private Wealth Management Inc. History Reduced 5,569 798 0.28% 0.28% 307 -39 -0.7% Q4 2025 Feb 02, 2026
IAG Wealth Partners, LLC History Reduced 5,547 795 0.09% 0.1% 308 -23 -0.41% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 5,536 793 0.0% 0.0% 309 +2,372 74.97% Q4 2025 Jan 26, 2026
SHUFRO ROSE & CO LLC History Reduced 5,516 790 0.05% 0.15% 310 -10,849 -66.29% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 5,499 790 0.01% 0.01% 311 -22 -0.4% Q4 2025 Jan 23, 2026
INVESTMENT PARTNERS, LTD. History Added to 5,511 789 0.28% 0.28% 312 +14 0.25% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,487 786 0.02% 0.02% 313 0 0.0% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 5,478 785 0.03% 0.04% 314 -1,009 -15.55% Q4 2025 Feb 06, 2026
SGL Investment Advisors, Inc. History Added to 5,195 785 0.31% 0.27% 315 +680 15.06% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 5,449 781 0.02% 0.02% 316 +477 9.59% Q4 2025 Feb 13, 2026
True North Advisors, LLC History New 5,343 765 0.1% — 317 +5,343 New Q4 2025 Jan 22, 2026
Rockbridge Investment Management, LCC History Reduced 5,331 764 0.07% 0.08% 318 -52 -0.97% Q4 2025 Feb 04, 2026
SouthState Bank Corp History Reduced 5,326 763 0.03% 0.04% 319 -358 -6.3% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 5,265 754 0.01% 0.01% 320 -858 -14.01% Q4 2025 Jan 26, 2026
Liberty Capital Management, Inc. History Reduced 5,247 752 0.14% 0.14% 321 -17 -0.32% Q4 2025 Jan 26, 2026
Yoffe Investment Management, LLC History No change 5,212 747 0.95% 0.97% 322 0 0.0% Q4 2025 Jan 26, 2026
PAX Financial Group, LLC History Added to 5,189 743 0.13% 0.13% 323 +287 5.85% Q4 2025 Feb 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 5,180 742 0.01% 0.0% 324 +1,345 35.07% Q4 2025 Feb 12, 2026
DGS Capital Management, LLC History Reduced 5,151 738 0.13% 0.14% 325 -63 -1.21% Q4 2025 Feb 24, 2026
Beckerman Institutional, LLC History No change 5,139 736 0.41% 0.43% 326 0 0.0% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 5,062 725 0.0% 0.0% 327 -2 -0.04% Q4 2025 Jan 30, 2026
OBSIDIAN CIO, LLC History Reduced 5,051 723 1.07% 1.49% 328 -74,689 -93.67% Q4 2025 Feb 18, 2026
PRIVATE TRUST CO NA History Added to 5,024 720 0.06% 0.06% 329 +40 0.8% Q4 2025 Jan 26, 2026
Sound Financial Strategies Group, LLC History Reduced 4,998 716 0.51% 0.52% 330 -20 -0.4% Q4 2025 Feb 03, 2026
Breakwater Capital Group History Added to 4,932 706 0.1% 0.1% 331 +105 2.18% Q4 2025 Jan 09, 2026
Anchor Investment Management, LLC History Added to 4,865 697 0.06% 0.05% 332 +235 5.08% Q4 2025 Feb 26, 2026
Eagle Strategies LLC History Reduced 4,793 686 0.09% 0.09% 333 -4 -0.08% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 4,782 685 0.0% — 334 +4,782 New Q4 2025 Feb 05, 2026
TRUST CO OF VERMONT History Reduced 4,682 671 0.03% 0.03% 335 -25 -0.53% Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History Added to 4,647 666 0.06% 0.05% 336 +106 2.33% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Reduced 4,535 665 0.01% 0.01% 337 -163 -3.47% Q4 2025 Jan 26, 2026
Betterment LLC History Added to 4,532 650 0.0% 0.0% 338 +2,584 132.65% Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History Reduced 4,463 639 0.38% 0.4% 339 -160 -3.46% Q4 2025 Feb 09, 2026
Evergreen Wealth Management, LLC History Reduced 4,440 636 0.32% 0.35% 341 -244 -5.21% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 4,443 636 0.0% 0.0% 340 -221 -4.74% Q4 2025 Jan 30, 2026
Lodestone Wealth Management LLC History No change 4,360 624 0.25% 0.28% 342 0 0.0% Q4 2025 Jan 15, 2026
FSM Wealth Advisors, LLC History Added to 4,325 619 0.08% 0.07% 343 +801 22.73% Q4 2025 Jan 23, 2026
Composition Wealth, LLC History Added to 4,296 615 0.01% 0.01% 344 +1,154 36.73% Q4 2025 Feb 02, 2026
Facet Wealth, Inc. History Added to 3,949 614 0.01% 0.01% 345 +917 30.24% Q4 2025 Jan 29, 2026
Trust Co of the South History No change 4,270 612 0.1% 0.1% 346 0 0.0% Q4 2025 Jan 05, 2026
Klingman & Associates, LLC History No change 4,256 610 0.03% 0.03% 347 0 0.0% Q4 2025 Jan 29, 2026
Advocate Investing Services LLC History New 4,254 609 0.55% — 348 +4,254 New Q4 2025 Feb 12, 2026
OneAscent Financial Services LLC History New 4,161 596 0.05% — 349 +4,161 New Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Reduced 4,128 591 0.01% 0.01% 350 -148 -3.46% Q4 2025 Jan 20, 2026
Laird Norton Wetherby Trust Company, LLC History New 4,076 584 0.01% — 351 +4,076 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 4,006 574 0.01% 0.01% 352 +1,911 91.22% Q4 2025 Feb 06, 2026
Carson Advisory Inc. History Reduced 3,963 568 0.3% 0.31% 353 -9 -0.23% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 3,945 565 0.01% 0.02% 354 -12,801 -76.44% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,938 564 0.01% 0.01% 355 0 0.0% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History No change 3,847 561 0.0% 0.0% 356 0 0.0% Q4 2025 Jan 15, 2026
Wealthspire Advisors, LLC History Reduced 3,891 557 0.0% 0.01% 357 -3,745 -49.04% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 3,879 556 0.02% 0.02% 358 +7 0.18% Q4 2025 Feb 12, 2026
MorganRosel Wealth Management, LLC History Added to 3,876 555 0.14% 0.13% 359 +364 10.36% Q4 2025 Feb 13, 2026
TAGStone Capital, Inc. History Added to 3,860 553 0.21% 0.21% 360 +88 2.33% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 3,855 552 0.0% 0.0% 361 +117 3.13% Q4 2025 Feb 12, 2026
Patten Group, Inc. History New 3,822 547 0.1% — 362 +3,822 New Q4 2025 Jan 23, 2026
SUMMIT WEALTH GROUP LLC / CO History New 3,790 543 0.07% — 365 +3,790 New Q4 2025 Feb 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 3,659 543 0.18% 0.38% 364 -640 -14.89% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Added to 3,781 543 0.02% 0.03% 363 +147 4.05% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 3,768 540 0.06% 0.06% 367 +479 14.56% Q4 2025 Jan 09, 2026
APPLETON PARTNERS INC/MA History No change 3,765 540 0.04% 0.04% 366 0 0.0% Q4 2025 Jan 09, 2026
Altiora Financial Group, LLC History No change 3,748 537 0.09% 0.1% 368 0 0.0% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,742 536 0.01% 0.01% 369 +76 2.07% Q4 2025 Jan 29, 2026
Optimist Retirement Group LLC History Added to 3,727 534 0.24% 0.24% 370 +5 0.13% Q4 2025 Feb 09, 2026
BAHL & GAYNOR INC History Added to 3,725 533 0.0% 0.0% 371 +470 14.44% Q4 2025 Feb 12, 2026
Soltis Investment Advisors LLC History Added to 3,706 531 0.03% 0.03% 373 +186 5.28% Q4 2025 Apr 02, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 3,708 531 0.04% 0.04% 372 -35 -0.94% Q4 2025 Feb 02, 2026
McAdam, LLC History Added to 3,673 526 0.02% 0.02% 374 +603 19.64% Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History No change 3,667 525 0.13% 0.14% 375 0 0.0% Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,611 517 0.01% 0.01% 376 0 0.0% Q4 2025 Jan 28, 2026
Chicago Partners Investment Group LLC History Added to 3,376 516 0.01% 0.01% 377 +293 9.5% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 3,562 510 0.01% 0.01% 378 +265 8.04% Q4 2025 Feb 04, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 3,545 508 0.0% 0.0% 379 +799 29.1% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 3,501 501 0.0% — 380 +3,501 New Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,490 500 0.0% 0.01% 381 0 0.0% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,475 498 0.01% 0.01% 382 0 0.0% Q4 2025 Feb 10, 2026
Prosperity Planning, Inc. History Reduced 3,466 496 0.13% 0.13% 383 -3 -0.09% Q4 2025 Jan 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 3,435 492 0.02% 0.02% 384 -985 -22.29% Q4 2025 Feb 02, 2026
One Day In July LLC History Reduced 3,415 489 0.04% 0.1% 385 -4,708 -57.96% Q4 2025 Feb 04, 2026
Comprehensive Money Management Services LLC History Reduced 3,412 489 0.34% 0.35% 386 -105 -2.99% Q4 2025 Jan 22, 2026
Farnam Financial LLC History New 3,377 483 0.36% — 388 +3,377 New Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 3,373 483 0.17% 0.08% 387 +3,097 1122.1% Q4 2025 Jan 20, 2026
Clarity Capital Advisors, LLC History Reduced 3,345 479 0.24% 0.37% 390 -1,482 -30.7% Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Added to 3,348 479 0.03% 0.02% 389 +299 9.81% Q4 2025 Jan 20, 2026
Aurelius Family Office LLC History Reduced 3,265 476 0.2% 0.21% 393 -70 -2.1% Q4 2025 Jan 09, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 3,328 476 0.16% 0.17% 391 -64 -1.89% Q4 2025 Jan 20, 2026
Anson Capital, Inc. History Added to 3,326 476 0.35% 0.35% 392 +10 0.3% Q4 2025 Feb 04, 2026
CGN Advisors LLC History Reduced 3,313 474 0.04% 0.04% 394 -187 -5.34% Q4 2025 Jan 05, 2026
Savvy Advisors, Inc. History Reduced 3,299 472 0.02% 0.02% 396 -414 -11.15% Q4 2025 Jan 20, 2026
Valeo Financial Advisors, LLC History Added to 3,297 472 0.01% 0.01% 395 +63 1.95% Q4 2025 Feb 04, 2026
CIBC WORLD MARKET INC. History Added to 3,266 468 0.0% 0.0% 397 +726 28.58% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 3,272 468 0.0% 0.0% 398 +419 14.69% Q4 2025 Feb 18, 2026
CreativeOne Wealth, LLC History Added to 3,250 465 0.01% 0.01% 399 +923 39.66% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Added to 3,226 462 0.02% 0.02% 400 +91 2.9% Q4 2025 Jan 21, 2026
Allegheny Financial Group History Added to 3,230 462 0.07% 0.09% 401 +28 0.87% Q4 2025 Feb 02, 2026
Red Door Wealth Management, LLC History Added to 3,207 459 0.05% 0.05% 402 +201 6.69% Q4 2025 Jan 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,100 444 0.08% 0.09% 403 0 0.0% Q4 2025 Feb 09, 2026
Clarion Wealth Managment Partners, LLC History Reduced 3,088 442 0.41% 0.46% 404 -209 -6.34% Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Added to 3,054 437 0.01% 0.01% 406 +604 24.65% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Reduced 3,049 437 0.0% 0.0% 405 -300 -8.96% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 3,048 436 0.0% 0.0% 407 +243 8.66% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 3,037 435 0.0% 0.0% 408 -138 -4.35% Q4 2025 Feb 17, 2026
May Hill Capital, LLC History Added to 3,032 434 0.06% 0.09% 410 +915 43.22% Q4 2025 Feb 05, 2026
ORG Wealth Partners, LLC History Reduced 3,032 434 0.1% 0.09% 409 -38 -1.24% Q4 2025 Jan 14, 2026
HB Wealth Management, LLC History New 3,017 432 0.0% — 411 +3,017 New Q4 2025 Jan 28, 2026
AIRE ADVISORS, LLC History Reduced 3,012 431 0.08% 0.08% 412 -240 -7.38% Q4 2025 Feb 17, 2026
Quadcap Wealth Management, LLC History Reduced 3,005 430 0.05% 0.05% 413 -17 -0.56% Q4 2025 Jan 29, 2026
Sunesis Advisors, LLC History No change 2,982 427 0.19% 0.2% 414 0 0.0% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History No change 2,977 426 0.0% 0.0% 415 0 0.0% Q4 2025 Jan 27, 2026
Armbruster Capital Management, Inc. History No change 2,949 422 0.07% 0.07% 416 0 0.0% Q4 2025 Jan 23, 2026
TFB Advisors LLC History Reduced 2,921 418 0.12% 0.13% 417 -153 -4.98% Q4 2025 Feb 13, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 2,844 407 0.27% 0.37% 418 -663 -18.91% Q4 2025 Feb 17, 2026
Opus Capital Group, LLC History Reduced 2,830 406 0.04% 0.07% 419 -1,481 -34.35% Q4 2025 Jan 30, 2026
Tribridge Partners Financial LLC History No change 2,787 399 0.17% 0.18% 420 0 0.0% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Reduced 2,777 398 0.01% 0.01% 421 -693 -19.97% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History No change 2,770 397 0.0% 0.01% 422 0 0.0% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 2,757 395 0.0% 0.01% 423 -191 -6.48% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History Reduced 2,755 394 0.0% 1.2% 424 -3,378,134 -99.92% Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 2,739 392 0.0% 0.0% 425 -20,333 -88.13% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 2,679 384 0.0% 0.0% 426 +125 4.89% Q4 2025 Jan 29, 2026
Fiera Capital Corp History No change 2,644 378 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 11, 2026
Prairiewood Capital, LLC History Reduced 2,629 376 0.12% 0.2% 428 -1,510 -36.48% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Reduced 2,619 375 0.01% 0.01% 430 -137 -4.97% Q4 2025 Feb 02, 2026
Essex Financial Services, Inc. History Added to 2,617 375 0.02% 0.02% 429 +1 0.04% Q4 2025 Feb 10, 2026
Eagle Bay Advisors LLC History Reduced 2,615 374 0.27% 0.44% 431 -1,305 -33.29% Q4 2025 Jan 23, 2026
Strategic Investment Solutions, Inc. /IL History Added to 2,594 371 0.09% 0.08% 432 +347 15.44% Q4 2025 Feb 27, 2026
AE Wealth Management LLC History Added to 2,568 368 0.0% 0.0% 433 +294 12.93% Q4 2025 Jan 26, 2026
SageView Advisory Group, LLC History Reduced 2,563 367 0.01% 0.01% 434 -75 -2.84% Q4 2025 Feb 17, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,556 366 0.04% 0.04% 435 0 0.0% Q4 2025 Jan 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 2,543 364 0.12% 0.11% 436 +28 1.11% Q4 2025 Jan 27, 2026
Center For Asset Management LLC History Reduced 2,537 363 0.19% 0.2% 438 -86 -3.28% Q4 2025 Jan 21, 2026
CIM, LLC History Added to 2,539 363 0.05% 0.05% 437 +68 2.75% Q4 2025 Feb 18, 2026
WealthShield Partners, LLC History Reduced 2,526 362 0.04% 0.04% 439 -51 -1.98% Q4 2025 Feb 03, 2026
Westmount Partners, LLC History No change 2,527 362 0.09% 0.09% 440 0 0.0% Q4 2025 Jan 15, 2026
Balefire, LLC History Reduced 2,523 361 0.07% 0.08% 441 -417 -14.18% Q4 2025 Jan 12, 2026
WEIK CAPITAL MANAGEMENT History No change 2,500 358 0.13% 0.13% 442 0 0.0% Q4 2025 Feb 11, 2026
Smith Thornton Advisors LLC History No change 2,500 358 0.18% 0.19% 443 0 0.0% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History New 2,488 356 0.0% — 444 +2,488 New Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 2,482 355 0.01% 0.01% 446 +73 3.03% Q4 2025 Jan 14, 2026
Baker Ellis Asset Management LLC History No change 2,483 355 0.04% 0.04% 445 0 0.0% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History Reduced 2,451 351 0.01% 0.01% 447 -116 -4.52% Q4 2025 Jan 13, 2026
Sequent Planning LLC History Added to 2,438 349 0.09% 0.09% 448 +170 7.5% Q4 2025 Feb 05, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 2,337 348 0.09% 0.08% 449 0 0.0% Q4 2025 Jan 22, 2026
Hamilton Wealth, LLC History New 2,419 346 0.07% — 450 +2,419 New Q4 2025 Feb 19, 2026
Veratis Advisors, Inc. History New 2,186 341 0.27% — 451 +2,186 New Q4 2025 Feb 18, 2026
CSM Advisors, LLC History Reduced 2,350 337 0.01% 0.5% 452 -124,200 -98.14% Q4 2025 Feb 11, 2026
Matisse Capital History No change 2,337 334 0.15% 0.15% 453 0 0.0% Q4 2025 Jan 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,326 333 0.0% 0.0% 454 0 0.0% Q4 2025 Jan 22, 2026
UMB Bank, n.a. History Added to 2,320 332 0.0% 0.0% 455 +223 10.63% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,303 330 0.0% 0.0% 456 0 0.0% Q4 2025 Jan 13, 2026
Palisades Hudson Asset Management, L.P. History Reduced 2,281 327 0.13% 0.2% 458 -1,664 -42.18% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History Reduced 2,287 327 0.0% 0.0% 457 -63 -2.68% Q4 2025 Feb 09, 2026
JGP Wealth Management, LLC History Reduced 2,236 320 0.03% 0.04% 460 -2 -0.09% Q4 2025 Jan 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,239 320 0.01% 0.01% 459 0 0.0% Q4 2025 Jan 27, 2026
DUNCKER STREETT & CO INC History Added to 2,189 313 0.06% 0.05% 461 +42 1.96% Q4 2025 Jan 27, 2026
Equitable Holdings, Inc. History Added to 2,165 310 0.0% 0.0% 462 +83 3.99% Q4 2025 Feb 17, 2026
Community Bank, N.A. History No change 2,168 310 0.04% 0.04% 463 0 0.0% Q4 2025 Feb 04, 2026
Balboa Wealth Partners History No change 2,114 303 0.05% 0.05% 464 0 0.0% Q4 2025 Jan 16, 2026
Dakota Wealth Management History Added to 2,064 295 0.01% 0.0% 465 +480 30.3% Q4 2025 Jan 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 2,054 294 0.05% 0.07% 466 -930 -31.17% Q4 2025 Jan 14, 2026
Greenspring Advisors, LLC History New 2,031 291 0.02% — 467 +2,031 New Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History Reduced 2,027 290 0.11% 0.12% 469 -157 -7.19% Q4 2025 Feb 04, 2026
CVA Family Office, LLC History No change 2,028 290 0.03% 0.04% 468 0 0.0% Q4 2025 Jan 12, 2026
Equity Wealth Partners, LLC History Added to 2,004 287 0.19% 0.23% 470 +9 0.45% Q4 2025 Jan 26, 2026
Bedel Financial Consulting, Inc. History Added to 2,000 286 0.03% 0.04% 471 +39 1.99% Q4 2025 Jan 28, 2026
Destiny Wealth Partners, LLC History No change 1,866 286 0.03% 0.03% 472 0 0.0% Q4 2025 Feb 03, 2026
INSIGHT 2811, INC. History Added to 1,995 285 0.13% 0.11% 473 +210 11.76% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,980 283 0.0% — 474 +1,980 New Q4 2025 Feb 13, 2026
FIDUCIENT ADVISORS LLC History New 1,952 279 0.03% — 475 +1,952 New Q4 2025 Feb 10, 2026
Silver Oak Advisory Group, Inc. History Added to 1,896 271 0.12% 0.12% 476 +26 1.39% Q4 2025 Feb 03, 2026
CAPITAL ADVISORS INC/OK History No change 1,890 270 0.0% 0.0% 477 0 0.0% Q4 2025 Jan 15, 2026
Sterling Wealth Management, Inc. History Added to 1,880 269 0.08% 0.08% 478 +41 2.23% Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 1,866 267 0.04% 0.19% 479 -6,718 -78.26% Q4 2025 Jan 13, 2026
NOVEM GROUP History Added to 1,859 266 0.03% 0.03% 480 +293 18.71% Q4 2025 Jan 27, 2026
Black Diamond Financial, LLC History Reduced 1,849 265 0.03% 0.03% 482 -147 -7.36% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History No change 1,850 265 0.02% 0.02% 481 0 0.0% Q4 2025 Jan 26, 2026
Financially in Tune, LLC History New 1,832 262 0.24% — 484 +1,832 New Q4 2025 Feb 27, 2026
Prospera Financial Services Inc History New 1,827 262 0.0% — 483 +1,827 New Q4 2025 Feb 09, 2026
Csenge Advisory Group History Reduced 1,819 260 0.01% 0.02% 485 -448 -19.76% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,812 259 0.0% 0.0% 486 +229 14.47% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 1,810 259 0.01% 0.01% 487 +88 5.11% Q4 2025 Feb 09, 2026
Western Reserve Capital Management, LLC History New 1,807 258 0.24% — 488 +1,807 New Q4 2025 Feb 10, 2026
Athena Investment Management History No change 1,800 257 0.13% 0.13% 489 0 0.0% Q4 2025 Feb 12, 2026
Pacific Asset Management, LLC History Added to 1,792 256 0.15% 0.17% 490 +41 2.34% Q4 2025 Jan 28, 2026
BCO Wealth Management LLC History Reduced 1,774 254 0.16% 0.17% 491 -47 -2.58% Q4 2025 Jan 14, 2026
Miller Capital Partners, Inc. History New 1,766 253 0.13% — 493 +1,766 New Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Added to 1,771 253 0.02% 0.02% 492 +29 1.66% Q4 2025 Feb 18, 2026
Joel Isaacson & Co., LLC History No change 1,742 249 0.01% 0.01% 494 0 0.0% Q4 2025 Jan 30, 2026
Hardin Capital Partners, LLC History Added to 1,729 247 0.12% 0.12% 495 +208 13.68% Q4 2025 Jan 09, 2026
Avant Financial Advisors LLC History No change 1,730 247 0.18% 0.19% 496 0 0.0% Q4 2025 Jan 15, 2026
Apollon Wealth Management, LLC History Added to 1,723 246 0.0% 0.0% 497 +277 19.16% Q4 2025 Jan 22, 2026
Arax Advisory Partners History Reduced 1,708 244 0.01% 0.82% 498 -1,037,586 -99.84% Q4 2025 Feb 13, 2026
Newport Capital Group, LLC History No change 1,704 244 0.15% 0.15% 499 0 0.0% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 1,694 242 0.01% 0.02% 500 -627 -27.01% Q4 2025 Jan 20, 2026
Key FInancial Inc History No change 1,640 235 0.04% 0.04% 501 0 0.0% Q4 2025 Feb 09, 2026
Argent Trust Co History No change 1,626 233 0.01% 0.01% 502 0 0.0% Q4 2025 Feb 10, 2026
Modern Wealth Management, LLC History No change 1,624 232 0.0% 0.0% 503 0 0.0% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History New 1,606 230 0.01% — 504 +1,606 New Q4 2025 Feb 05, 2026
FIRETHORN WEALTH PARTNERS, LLC History New 1,603 229 0.09% — 505 +1,603 New Q4 2025 Jan 08, 2026
ORG Partners LLC History Reduced 1,603 229 0.04% 0.04% 506 -33 -2.02% Q4 2025 Jan 14, 2026
SJS Investment Consulting Inc. History Added to 1,592 228 0.03% 0.02% 507 +500 45.79% Q4 2025 Jan 21, 2026
Rialto Wealth Management, LLC History No change 1,578 226 0.05% 0.06% 508 0 0.0% Q4 2025 Jan 12, 2026
Alteri Wealth LLC History Added to 1,558 223 0.07% 0.07% 509 +113 7.82% Q4 2025 Feb 11, 2026
Roble, Belko & Company, Inc History Reduced 1,546 222 0.03% 0.03% 510 -31 -1.97% Q4 2025 Jan 12, 2026
BRANDES INVESTMENT PARTNERS, LP History New 1,542 221 0.0% — 511 +1,542 New Q4 2025 Feb 11, 2026
Single Point Partners, LLC History Reduced 1,548 221 0.04% 0.05% 512 -193 -11.09% Q4 2025 Jan 26, 2026
Brand Asset Management Group, Inc. History Reduced 1,531 219 0.06% 0.06% 513 -15 -0.97% Q4 2025 Feb 11, 2026
Operose Advisors LLC History Added to 1,527 218 0.05% 0.05% 514 +34 2.28% Q4 2025 Feb 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 1,504 215 0.0% 0.0% 516 -181 -10.74% Q4 2025 Feb 02, 2026
PUREfi Wealth, LLC History Reduced 1,505 215 0.16% 0.18% 517 -154 -9.28% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Added to 1,507 215 0.02% 0.02% 515 +58 4.0% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 1,487 213 0.0% 0.0% 518 +5 0.34% Q4 2025 Feb 12, 2026
UPTICK PARTNERS, LLC History New 1,483 212 0.05% — 519 +1,483 New Q4 2025 Feb 02, 2026
Fortress Financial Solutions, LLC History New 1,470 210 0.21% — 522 +1,470 New Q4 2025 Jan 23, 2026
ELLERSON GROUP INC /ADV History No change 1,468 210 0.14% 0.13% 520 0 0.0% Q4 2025 Feb 09, 2026
RAELIPSKIE PARTNERSHIP History No change 1,470 210 0.09% 0.09% 521 0 0.0% Q4 2025 Feb 04, 2026
Sepio Capital, LP History New 1,455 208 0.01% — 523 +1,455 New Q4 2025 Feb 12, 2026
STEVENS CAPITAL PARTNERS History Reduced 1,436 205 0.05% 0.06% 525 -52 -3.49% Q4 2025 Jan 27, 2026
Plancorp, LLC History No change 1,437 205 0.01% 0.01% 524 0 0.0% Q4 2025 Feb 05, 2026
Elmwood Wealth Management, Inc. History New 1,429 204 0.06% — 528 +1,429 New Q4 2025 Jan 08, 2026
ANDERSON HOAGLAND & CO History Reduced 1,426 204 0.02% 0.03% 526 -641 -31.01% Q4 2025 Jan 05, 2026
HBK Sorce Advisory LLC History Reduced 1,330 204 0.0% 0.01% 527 -475 -26.32% Q4 2025 Feb 09, 2026
North Capital, Inc. History Added to 1,426 204 0.18% 0.15% 529 +32 2.3% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 1,417 203 0.0% 0.01% 530 -860 -37.77% Q4 2025 Feb 11, 2026
Clark Asset Management, LLC History Reduced 1,422 203 0.02% 0.03% 531 -250 -14.95% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 1,401 200 0.0% 0.0% 532 -117 -7.71% Q4 2025 Feb 10, 2026
City State Bank History No change 1,381 197 0.05% 0.06% 533 0 0.0% Q4 2025 Jan 28, 2026
CENTRAL TRUST Co History Reduced 1,346 192 0.0% 0.0% 534 -14 -1.03% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Added to 1,231 176 0.0% 0.0% 535 +168 15.8% Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 1,220 174 0.0% 0.0% 536 -47 -3.71% Q4 2025 Jan 29, 2026
Pillar Financial Advisors, LLC History No change 1,209 173 0.1% 0.11% 537 0 0.0% Q4 2025 Feb 02, 2026
Parkside Financial Bank & Trust History No change 1,187 170 0.01% 0.01% 538 0 0.0% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 1,166 167 0.0% 0.0% 539 -248 -17.54% Q4 2025 Feb 13, 2026
BARCLAYS PLC History No change 1,145 164 0.0% 0.0% 540 0 0.0% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Reduced 1,021 146 0.01% 0.01% 541 -7 -0.68% Q4 2025 Feb 09, 2026
USA FINANCIAL FORMULAS History Reduced 966 138 0.03% 0.17% 542 -5,879 -85.89% Q4 2025 Jan 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 907 130 0.01% 0.01% 543 0 0.0% Q4 2025 Feb 10, 2026
Fairway Wealth LLC History Added to 878 125 0.03% 0.03% 544 +19 2.21% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 823 122 0.01% 0.0% 545 +312 61.06% Q4 2025 Jan 21, 2026
Spire Wealth Management History Reduced 726 104 0.0% 0.01% 546 -641 -46.89% Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Reduced 720 103 0.0% 0.0% 547 -177 -19.73% Q4 2025 Feb 09, 2026
Triumph Capital Management History New 623 89 0.02% — 548 +623 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 557 79 0.0% 0.0% 549 -12 -2.11% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 523 74 0.01% 0.01% 550 0 0.0% Q4 2025 Jan 07, 2026
TFC Financial Management, Inc. History No change 515 73 0.01% 0.01% 551 0 0.0% Q4 2025 Jan 23, 2026
AMERICAN NATIONAL BANK & TRUST History No change 500 71 0.01% 0.01% 552 0 0.0% Q4 2025 Jan 20, 2026
Golden State Wealth Management, LLC History Added to 455 65 0.01% 0.01% 553 +7 1.56% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 437 62 0.0% — 556 +437 New Q4 2025 Feb 03, 2026
JDM Financial Group LLC History Added to 434 62 0.02% 0.02% 557 +34 8.5% Q4 2025 Feb 02, 2026
Capital Advisors, Ltd. LLC History No change 433 62 0.01% 0.01% 554 0 0.0% Q4 2025 Jan 21, 2026
Princeton Global Asset Management LLC History No change 438 62 0.01% 0.01% 555 0 0.0% Q4 2025 Jan 20, 2026
HOWE & RUSLING INC History No change 426 61 0.0% 0.0% 558 0 0.0% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 400 58 0.08% 0.04% 559 +200 100.0% Q4 2025 Feb 10, 2026
WealthCollab, LLC History Added to 387 55 0.02% 0.02% 560 +140 56.68% Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History Added to 353 50 0.0% 0.0% 561 +8 2.32% Q4 2025 Feb 06, 2026
Harbor Asset Planning, Inc. History Added to 353 50 0.04% 0.04% 562 +8 2.32% Q4 2025 Jan 26, 2026
BARRETT & COMPANY, INC. History No change 346 49 0.02% 0.02% 563 0 0.0% Q4 2025 Jan 28, 2026
Rossby Financial, LCC History No change 317 45 0.01% 0.01% 564 0 0.0% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 312 44 0.0% — 565 +312 New Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 302 43 0.0% 0.0% 566 +100 49.5% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Reduced 304 43 0.0% 0.0% 567 -1 -0.33% Q4 2025 Jan 05, 2026
Financial Perspectives, Inc History No change 296 42 0.01% 0.01% 568 0 0.0% Q4 2025 Jan 28, 2026
HUNTINGTON NATIONAL BANK History Added to 290 41 0.0% 0.0% 569 +6 2.11% Q4 2025 Feb 09, 2026
ST GERMAIN D J CO INC History No change 265 37 0.0% 0.0% 570 0 0.0% Q4 2025 Jan 29, 2026
Glass Jacobson Investment Advisors llc History Reduced 246 35 0.01% 0.02% 572 -86 -25.9% Q4 2025 Jan 22, 2026
Signature Resources Capital Management, LLC History No change 246 35 0.02% 0.02% 571 0 0.0% Q4 2025 Jan 21, 2026
United Financial Planning Group LLC History Added to 244 34 0.02% 0.02% 574 +5 2.09% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 238 34 0.01% 0.01% 573 0 0.0% Q4 2025 Jan 23, 2026
Addison Advisors LLC History New 234 33 0.01% — 575 +234 New Q4 2025 Feb 06, 2026
Blue Trust, Inc. History Reduced 229 32 0.0% 0.0% 576 -530 -69.83% Q4 2025 Jan 16, 2026
WPG Advisers, LLC History No change 228 32 0.02% 0.02% 577 0 0.0% Q4 2025 Jan 28, 2026
DHJJ Financial Advisors, Ltd. History Added to 218 31 0.01% 0.01% 578 +5 2.35% Q4 2025 Jan 23, 2026
Woodside Wealth Management LLC History No change 221 31 0.02% 0.02% 579 0 0.0% Q4 2025 Jan 30, 2026
Strive Financial Group ,LLC History New 216 30 0.01% — 582 +216 New Q4 2025 Feb 18, 2026
Park Square Financial Group, LLC History Added to 263 30 0.18% 0.08% 581 +125 90.58% Q4 2025 Feb 05, 2026
Clearstead Trust, LLC History No change 210 30 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 09, 2026
Noble Wealth Management PBC History Reduced 200 28 0.01% 0.03% 587 -191 -48.85% Q4 2025 Jan 05, 2026
TD Capital Management LLC History Reduced 198 28 0.0% 0.0% 583 -174 -46.77% Q4 2025 Feb 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 200 28 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 08, 2026
Accent Capital Management, LLC History No change 200 28 0.01% 0.01% 585 0 0.0% Q4 2025 Feb 09, 2026
Wealth Watch Advisors, INC History No change 200 28 0.01% 0.01% 586 0 0.0% Q4 2025 Feb 17, 2026
MCF Advisors LLC History Added to 194 27 0.0% 0.0% 588 +32 19.75% Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 190 27 0.0% 0.0% 589 +15 8.57% Q4 2025 Jan 21, 2026
SHP Wealth Management History New 187 26 0.0% — 590 +187 New Q4 2025 Mar 04, 2026
Sachetta, LLC History Added to 187 26 0.01% 0.01% 591 +6 3.31% Q4 2025 Feb 02, 2026
Bogart Wealth, LLC History Reduced 168 24 0.0% 0.0% 592 -4 -2.33% Q4 2025 Jan 30, 2026
Crewe Advisors LLC History No change 171 24 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 16, 2026
Sunrise Financial Services, LLC History New 162 23 0.02% — 594 +162 New Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 150 21 0.0% 0.0% 596 +55 57.89% Q4 2025 Feb 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 150 21 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 22, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 152 21 0.01% 0.01% 597 0 0.0% Q4 2025 Feb 06, 2026
Legacy Bridge, LLC History No change 140 20 0.01% 0.01% 598 0 0.0% Q4 2025 Jan 23, 2026
Tidemark, LLC History No change 144 20 0.01% 0.01% 599 0 0.0% Q4 2025 Feb 10, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 139 19 0.0% 0.0% 600 +48 52.75% Q4 2025 Feb 10, 2026
Ulland Investment Advisors, LLC History No change 125 18 0.01% 0.01% 601 0 0.0% Q4 2025 Jan 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 113 16 0.01% 0.01% 602 0 0.0% Q4 2025 Feb 17, 2026
EASTERN BANK History No change 110 15 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 14, 2026
Corsicana & Co. History No change 105 15 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 07, 2026
AMERIFLEX GROUP, INC. History Reduced 101 14 0.01% 0.01% 605 -99 -49.5% Q4 2025 Feb 18, 2026
MassMutual Private Wealth & Trust, FSB History No change 95 13 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 94 13 0.0% 0.0% 607 0 0.0% Q4 2025 Jan 15, 2026
Signature Equity Partners, LLC History New 86 12 0.01% — 610 +86 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Reduced 90 12 0.0% 0.02% 608 -80 -47.06% Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History No change 88 12 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 11, 2026
Hartford Financial Management Inc. History No change 80 11 0.0% 0.0% 611 0 0.0% Q4 2025 Jan 21, 2026
Indiana Trust & Investment Management Co History No change 81 11 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 21, 2026
Concord Wealth Partners History No change 78 11 0.0% 0.0% 613 0 0.0% Q4 2025 Jan 29, 2026
Bank of Jackson Hole Trust History No change 78 11 0.01% 0.01% 614 0 0.0% Q4 2025 Feb 12, 2026
MidFirst Bank History New 72 10 0.0% — 619 +72 New Q4 2025 Feb 25, 2026
Vermillion Wealth Management, Inc. History Reduced 76 10 0.0% 0.0% 616 -24 -24.0% Q4 2025 Feb 11, 2026
First Pacific Financial History Added to 74 10 0.0% 0.0% 618 +2 2.78% Q4 2025 Jan 16, 2026
Tradewinds Capital Management, LLC History Added to 73 10 0.0% 0.0% 615 +1 1.39% Q4 2025 Jan 14, 2026
Avion Wealth History No change 71 10 0.0% 0.0% 617 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Planning Group LLC History Reduced 62 9 0.0% 0.09% 621 -10,243 -99.4% Q4 2025 Feb 02, 2026
C M BIDWELL & ASSOCIATES LTD History No change 65 9 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 13, 2026
Peterson Wealth Services History Reduced 60 8 0.0% 0.0% 624 -3,326 -98.23% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 61 8 0.0% 0.0% 622 +7 12.96% Q4 2025 Feb 02, 2026
VSM Wealth Advisory, LLC History Added to 60 8 0.0% 0.0% 625 +1 1.69% Q4 2025 Feb 06, 2026
WFA of San Diego, LLC History No change 60 8 0.01% 0.01% 623 0 0.0% Q4 2025 Feb 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 50 7 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 23, 2026
Sunbelt Securities, Inc. History Reduced 43 6 0.0% 0.0% 628 -57 -57.0% Q4 2025 Feb 20, 2026
Activest Wealth Management History New 46 6 0.0% — 629 +46 New Q4 2025 Jan 30, 2026
Networth Advisors, LLC History New 44 6 0.0% — 631 +44 New Q4 2025 Jan 22, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 42 6 0.0% 0.0% 627 +2 5.0% Q4 2025 Jan 30, 2026
Coston, McIsaac & Partners History No change 44 6 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History New 38 5 0.0% — 632 +38 New Q4 2025 Feb 12, 2026
Ankerstar Wealth, LLC History New 36 5 0.0% — 635 +36 New Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 35 5 0.0% 0.0% 633 +28 400.0% Q4 2025 Feb 10, 2026
CGC Financial Services, LLC History No change 35 5 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 03, 2026
Jackson Hole Capital Partners, LLC History No change 28 4 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 30, 2026
Winthrop Capital Management, LLC History No change 26 4 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 10, 2026
Abound Wealth Management History Reduced 24 3 0.0% 0.0% 640 -27 -52.94% Q4 2025 Jan 12, 2026
Aspect Partners, LLC History Reduced 23 3 0.0% 0.0% 642 -23 -50.0% Q4 2025 Jan 23, 2026
Hamrick Investment Counsel, llc History New 21 3 0.0% — 646 +21 New Q4 2025 Mar 31, 2026
CX Institutional History New 18 3 0.0% — 639 +18 New Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History No change 25 3 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 29, 2026
Wealth Preservation Advisors, LLC History No change 22 3 0.0% 0.0% 641 0 0.0% Q4 2025 Feb 23, 2026
New Republic Capital, LLC History No change 26 3 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 10, 2026
DiNuzzo Private Wealth, Inc. History No change 22 3 0.0% 0.0% 644 0 0.0% Q4 2025 Jan 16, 2026
Legacy Wealth Managment, LLC/ID History No change 24 3 0.0% 0.0% 645 0 0.0% Q4 2025 Feb 03, 2026
Financial Gravity Asset Management, Inc. History Reduced 15 2 0.0% 0.0% 652 -93 -86.11% Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History New 20 2 0.0% — 657 +20 New Q4 2025 Jan 29, 2026
Creative Capital Management Investments LLC History New 18 2 0.0% — 658 +18 New Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 18 2 0.0% — 660 +18 New Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History New 17 2 0.0% — 653 +17 New Q4 2025 Jan 22, 2026
VALLEY NATIONAL ADVISERS INC History New 14 2 0.0% — 648 +14 New Q4 2025 Jan 23, 2026
Quent Capital, LLC History Added to 16 2 0.0% 0.0% 656 +1 6.67% Q4 2025 Jan 29, 2026
ASHTON THOMAS SECURITIES, LLC History No change 15 2 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 02, 2026
Bangor Savings Bank History No change 19 2 0.0% 0.0% 649 0 0.0% Q4 2025 Jan 16, 2026
Balentine LLC History No change 18 2 0.0% 0.0% 650 0 0.0% Q4 2025 Feb 02, 2026
Anfield Capital Management, LLC History No change 19 2 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History No change 15 2 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 28, 2026
HighMark Wealth Management LLC History No change 16 2 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 16 2 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 10, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 11 1 0.0% — 662 +11 New Q4 2025 Jan 28, 2026
Beacon Financial Strategies CORP History New 8 1 0.0% — 664 +8 New Q4 2025 Jan 12, 2026
Keating Financial Advisory Services, Inc. History New 8 1 0.0% — 665 +8 New Q4 2025 Feb 09, 2026
McIlrath & Eck, LLC History No change 13 1 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 03, 2026
Aventura Private Wealth, LLC History No change 12 1 0.0% 0.0% 663 0 0.0% Q4 2025 Jan 07, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 1.46% — -252,000 -100.0% Q3 2025 Nov 14, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -79,517 -100.0% Q3 2025 Nov 14, 2025
My Personal CFO, LLC History Closed out 0 0 — 1.12% — -20,322 -100.0% Q3 2025 Oct 21, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 1.02% — -15,999 -100.0% Q3 2025 Nov 06, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.87% — -11,575 -100.0% Q3 2025 Jan 12, 2026
DRW Securities, LLC History Closed out 0 0 — 0.03% — -9,816 -100.0% Q3 2025 Nov 14, 2025
Ground Swell Capital, LLC History Closed out 0 0 — 2.5% — -8,013 -100.0% Q3 2025 Nov 06, 2025
Blue Edge Capital, LLC History Closed out 0 0 — 0.14% — -6,770 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -5,145 -100.0% Q3 2025 Oct 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.1% — -4,824 -100.0% Q3 2025 Nov 14, 2025
Rede Wealth, LLC History Closed out 0 0 — 0.44% — -3,920 -100.0% Q3 2025 Oct 29, 2025
AMARA FINANCIAL, LLC. History Closed out 0 0 — 0.37% — -3,483 -100.0% Q3 2025 Nov 10, 2025
GREAT OAK CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.12% — -3,204 -100.0% Q3 2025 Oct 17, 2025
Charis Legacy Partners, LLC History Closed out 0 0 — 0.5% — -2,366 -100.0% Q3 2025 Oct 08, 2025
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -2,278 -100.0% Q3 2025 Nov 14, 2025
Alpha Cubed Investments, LLC History Closed out 0 0 — 0.01% — -2,244 -100.0% Q3 2025 Nov 03, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -1,971 -100.0% Q3 2025 Nov 14, 2025
Journey Beyond Wealth, LLC History Closed out 0 0 — 0.23% — -1,936 -100.0% Q3 2025 Oct 28, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -1,932 -100.0% Q3 2025 Nov 10, 2025
Sigma Planning Corp History Closed out 0 0 — 0.01% — -1,816 -100.0% Q3 2025 Nov 10, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.0% — -1,672 -100.0% Q3 2025 Nov 14, 2025
Dynamic Advisor Solutions LLC History Closed out 0 0 — 0.01% — -1,592 -100.0% Q3 2025 Oct 09, 2025
Saxony Capital Management, LLC History Closed out 0 0 — 0.14% — -1,516 -100.0% Q3 2025 Oct 21, 2025
Ausdal Financial Partners, Inc. History Closed out 0 0 — 0.01% — -1,482 -100.0% Q3 2025 Nov 14, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.02% — -872 -100.0% Q3 2025 Oct 21, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -510 -100.0% Q3 2025 Nov 03, 2025
POM Investment Strategies, LLC History Closed out 0 0 — 0.04% — -500 -100.0% Q3 2025 Nov 12, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -306 -100.0% Q3 2025 Oct 07, 2025
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -250 -100.0% Q3 2025 Oct 14, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.0% — -220 -100.0% Q3 2025 Nov 03, 2025
Vestwell Advisors, LLC History Closed out 0 0 — 0.01% — -122 -100.0% Q3 2025 Dec 05, 2025
BOKF, NA History Closed out 0 0 — 0.0% — -119 -100.0% Q3 2025 Nov 13, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2025 Nov 17, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.0% — -97 -100.0% Q3 2025 Oct 06, 2025
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2025 Oct 23, 2025
Mendota Financial Group, LLC History Closed out 0 0 — 0.01% — -68 -100.0% Q3 2025 Oct 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -67 -100.0% Q3 2025 Nov 12, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.01% — -52 -100.0% Q3 2025 Oct 07, 2025
Integrity Financial Corp /WA History Closed out 0 0 — 0.0% — -34 -100.0% Q3 2025 Nov 06, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Nov 07, 2025
Rosenberg Matthew Hamilton History Reduced 5 0 — 0.0% — -7 -58.33% Q4 2025 Jan 05, 2026
Pinnacle Bancorp, Inc. History Closed out 0 0 — — — -6 -100.0% Q3 2025 Oct 24, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 14, 2025
TSFG, LLC History New 1 0 — — — +1 New Q4 2025 Feb 04, 2026
TCTC Holdings, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
Prudent Man Investment Management, Inc. History No change 4 0 — — — 0 0.0% Q4 2025 Feb 12, 2026