VANGUARD SCOTTSDALE FUNDS - VTWO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 29,521,917 2,938,021 0.21% 0.18% 1 +2,204,005 8.07% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 8,811,195 876,890 0.05% 0.05% 2 +192,321 2.23% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Added to 5,860,950 583,282 0.83% 0.8% 3 +281,079 5.04% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Added to 5,260,478 523,532 0.61% 0.57% 4 +358,891 7.32% Q4 2025 Jan 30, 2026
NEOS Investment Management LLC History Added to 4,515,753 449,407 2.6% 2.57% 5 +1,006,903 28.7% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 3,525,185 350,826 0.06% 0.06% 6 +54,228 1.56% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 3,363,174 334,703 0.04% 0.02% 7 +1,413,762 72.52% Q4 2025 Mar 25, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,109,825 309,489 1.09% 1.1% 8 +48,493 1.58% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 1,823,027 181,427 0.01% 0.01% 9 +235,980 14.87% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 1,535,685 152,831 0.02% 0.02% 10 -63,147 -3.95% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 1,448,800 144,187 0.13% 0.13% 11 -4,637 -0.32% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 1,216,124 121,028 0.92% — 12 +1,216,124 New Q4 2025 Jan 14, 2026
LPL Financial LLC History Added to 1,003,399 99,858 0.03% 0.03% 13 +49,615 5.2% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 976,829 97,213 0.06% 0.14% 14 -1,112,664 -53.25% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 838,230 83,420 0.06% 0.03% 15 +385,879 85.31% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 643,653 64,056 0.02% 0.02% 16 +25,161 4.07% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Added to 640,914 63,783 0.09% 0.06% 17 +198,020 44.71% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Added to 632,963 62,992 0.07% 0.01% 18 +584,990 1219.42% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Reduced 566,220 56,385 0.01% 0.01% 19 -14,659 -2.52% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 528,965 52,642 0.02% 0.0% 20 +503,965 2015.86% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 516,485 51,400 0.01% — 21 +516,485 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 516,386 51,390 0.02% 0.02% 22 -39,222 -7.06% Q4 2025 Feb 10, 2026
EVOKE WEALTH, LLC History Added to 515,110 51,263 0.96% 0.97% 23 +25,123 5.13% Q4 2025 Feb 06, 2026
Venturi Wealth Management, LLC History Reduced 461,606 45,938 2.04% 2.19% 24 -20,406 -4.23% Q4 2025 Jan 22, 2026
AMG National Trust Bank History Added to 417,552 41,554 0.98% 0.79% 25 +85,462 25.73% Q4 2025 Jan 30, 2026
CSM Advisors, LLC History Added to 361,752 36,000 0.98% 0.84% 26 +52,876 17.12% Q4 2025 Feb 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 345,054 34,339 0.18% 0.18% 27 +1,513 0.44% Q4 2025 Jan 13, 2026
Lido Advisors, LLC History Reduced 321,648 31,623 0.09% 0.1% 28 -306 -0.1% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 302,000 30,055 0.05% — 29 +302,000 New Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 300,943 29,950 0.0% — 30 +300,943 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 280,786 27,943 0.16% 0.17% 31 +9,598 3.54% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Added to 275,952 27,463 0.06% 0.06% 32 +3,107 1.14% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 271,716 27,041 0.22% 0.26% 33 +2,878 1.07% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 239,506 23,835 0.01% — 34 +239,506 New Q4 2025 Jan 29, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 231,563 23,045 2.49% 1.42% 35 +107,829 87.15% Q4 2025 Feb 11, 2026
S. R. Schill & Associates History Reduced 228,041 22,694 16.02% 15.87% 36 -2,974 -1.29% Q4 2025 Jan 23, 2026
WESBANCO BANK INC History Added to 226,761 22,567 0.62% 0.54% 37 +30,063 15.28% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Added to 219,660 21,860 0.02% 0.02% 38 +91 0.04% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 215,680 21,464 0.01% 0.01% 39 -74,280 -25.62% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 203,396 20,242 0.02% 0.02% 40 +95,628 88.74% Q4 2025 Feb 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 193,160 19,223 1.85% 1.45% 41 +17,300 9.84% Q4 2025 Jan 12, 2026
OSAIC HOLDINGS, INC. History Added to 190,729 18,987 0.03% 0.02% 42 +12,870 7.24% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 185,892 18,499 0.01% 0.01% 43 +8,819 4.98% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Reduced 180,397 17,953 0.03% 0.04% 44 -4,261 -2.31% Q4 2025 Mar 16, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 169,324 16,851 0.35% 0.35% 45 +3,351 2.02% Q4 2025 Feb 18, 2026
ALERUS FINANCIAL NA History Reduced 167,452 16,664 0.82% 0.85% 46 -2,950 -1.73% Q4 2025 Feb 13, 2026
Brandywine Asset Management, Inc. History New 147,940 15,550 10.93% — 47 +147,940 New Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 156,139 15,538 0.02% 0.02% 48 +6,024 4.01% Q4 2025 Feb 12, 2026
SVB WEALTH LLC History Added to 151,788 15,105 0.89% 0.78% 49 +4,462 3.03% Q4 2025 Feb 04, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 151,293 15,056 0.93% 0.94% 50 +166 0.11% Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 149,799 14,907 0.01% — 51 +149,799 New Q4 2025 Feb 13, 2026
Cadent Capital Advisors, LLC History Added to 142,182 14,149 3.63% 3.52% 52 +5,790 4.25% Q4 2025 Jan 13, 2026
MML INVESTORS SERVICES, LLC History Added to 141,865 14,118 0.03% 0.03% 53 +13,232 10.29% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 139,584 13,891 0.0% 0.0% 54 -276,574 -66.46% Q4 2025 Feb 17, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 138,261 13,759 4.11% 4.14% 55 +1,628 1.19% Q4 2025 Jan 12, 2026
Cresset Asset Management, LLC History Added to 134,880 13,423 0.06% 0.06% 56 +716 0.53% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 132,675 13,203 0.06% — 57 +132,675 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 127,035 12,642 0.02% 0.02% 58 -5,938 -4.47% Q4 2025 Feb 10, 2026
Fusion Capital, LLC History Added to 126,346 12,573 3.54% 3.46% 59 +6,954 5.82% Q4 2025 Feb 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 123,586 12,299 0.01% 0.01% 60 +2,519 2.08% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 116,984 11,642 0.04% — 61 +116,984 New Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 114,466 11,391 0.42% 0.44% 62 +347 0.3% Q4 2025 Feb 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 106,085 10,557 1.06% 1.07% 63 +843 0.8% Q4 2025 Jan 27, 2026
Litman Gregory Wealth Management LLC History Reduced 103,508 10,301 0.75% 0.78% 64 -3,187 -2.99% Q4 2025 Feb 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 103,462 10,296 0.0% 0.0% 65 +3,752 3.76% Q4 2025 Feb 17, 2026
Zuckerman Investment Group, LLC History Added to 103,332 10,283 0.92% 0.91% 66 +2,997 2.99% Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Added to 101,531 10,104 0.94% 0.8% 67 +18,409 22.15% Q4 2025 Feb 04, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 100,000 9,952 0.33% 0.36% 68 0 0.0% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Reduced 96,893 9,642 0.0% 0.0% 69 -20,344 -17.35% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 95,657 9,586 0.28% 0.02% 70 +92,174 2646.4% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 95,532 9,507 0.06% 0.06% 71 +4,720 5.2% Q4 2025 Jan 29, 2026
Cerity Partners LLC History Reduced 94,353 9,390 0.01% 0.02% 72 -1,874 -1.95% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 93,231 9,278 0.18% 0.32% 73 +6,106 7.01% Q4 2025 Feb 11, 2026
1900 WEALTH MANAGEMENT LLC History Added to 92,294 9,185 0.59% 0.61% 74 +7 0.01% Q4 2025 Jan 20, 2026
Corient Private Wealth LLC History Reduced 91,991 9,154 0.01% 0.01% 76 -4,375 -4.54% Q4 2025 Mar 09, 2026
Financial Engines Advisors L.L.C. History Reduced 91,985 9,154 0.02% 0.02% 75 -3,962 -4.13% Q4 2025 Feb 12, 2026
First Western Trust Bank History Added to 86,903 8,648 0.43% 0.38% 77 +1,483 1.74% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 86,438 8,602 0.03% 0.03% 78 -2,571 -2.89% Q4 2025 Jan 29, 2026
Heritage Investment Group, Inc. History Reduced 84,456 8,405 1.28% 1.33% 79 -663 -0.78% Q4 2025 Jan 30, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 83,484 8,308 7.54% 7.42% 80 +2,786 3.45% Q4 2025 Feb 05, 2026
Creative Planning History Added to 82,160 8,176 0.01% 0.0% 81 +15,314 22.91% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 80,150 7,976 0.02% 0.02% 82 -4,421 -5.23% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 78,797 7,841 0.04% — 83 +78,797 New Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 78,693 7,831 0.01% 0.01% 84 +4,571 6.17% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 75,181 7,512 0.01% 0.01% 85 +31,900 73.7% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 73,210 7,285 0.08% 0.1% 86 +5,266 7.75% Q4 2025 Jan 23, 2026
Kingdom Financial Group LLC. History Added to 69,827 6,949 2.15% 1.69% 87 +41,512 146.61% Q4 2025 Feb 06, 2026
Rathbones Group PLC History Added to 69,370 6,903 0.03% 0.02% 88 +7,784 12.64% Q4 2025 Feb 06, 2026
Mesirow Financial Investment Management, Inc. History Reduced 69,221 6,889 0.14% 0.12% 89 -1,937 -2.72% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 68,898 6,857 0.02% 0.02% 90 -8,084 -10.5% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 68,739 6,840 0.01% 0.01% 91 +126 0.18% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 67,803 6,797 0.09% 0.08% 92 +5,789 9.33% Q4 2025 Jan 23, 2026
First Citizens Asset Management, Inc. History Reduced 66,652 6,633 2.32% 2.34% 93 -311 -0.46% Q4 2025 Feb 05, 2026
Financial & Tax Architects, LLC History Added to 66,157 6,583 1.48% 0.91% 94 +23,835 56.32% Q4 2025 Jan 21, 2026
Kestra Advisory Services, LLC History Added to 63,683 6,337 0.03% 0.03% 95 +1,783 2.88% Q4 2025 Feb 13, 2026
St. Louis Trust Co History Reduced 62,240 6,194 0.71% 0.77% 96 -573 -0.91% Q4 2025 Feb 09, 2026
Brooklyn FI, LLC History Added to 59,540 5,925 1.27% 1.21% 97 +4,138 7.47% Q4 2025 Jan 21, 2026
Operose Advisors LLC History Added to 59,023 5,873 1.37% 0.01% 98 +58,683 17259.71% Q4 2025 Feb 10, 2026
LJI Wealth Management, LLC History Reduced 57,218 5,694 0.87% 1.0% 99 -1,498 -2.55% Q4 2025 Feb 03, 2026
Windward Private Wealth Management Inc. History Reduced 55,649 5,538 1.92% 1.93% 100 -1,551 -2.71% Q4 2025 Feb 02, 2026
Austin Private Wealth, LLC History Reduced 55,410 5,514 0.41% 0.42% 101 -1,723 -3.02% Q4 2025 Jan 20, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 53,850 5,359 0.0% 0.0% 102 +15,525 40.51% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Added to 53,102 5,284 0.0% 0.0% 103 +33,910 176.69% Q4 2025 Feb 12, 2026
LVW Advisors, LLC History Reduced 52,968 5,271 0.53% 0.54% 104 -658 -1.23% Q4 2025 Jan 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 51,904 5,165 0.01% 0.01% 105 -35,603 -40.69% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Reduced 51,292 5,104 0.0% 0.0% 106 -1,361 -2.58% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 50,538 5,029 0.12% 0.11% 107 +6,506 14.78% Q4 2025 Feb 13, 2026
Capstone Financial Advisors, Inc. History Added to 49,427 4,918 0.26% 0.26% 108 +49 0.1% Q4 2025 Feb 17, 2026
LifeWealth Investments, LLC History Added to 49,293 4,905 1.55% 1.46% 109 +3,834 8.43% Q4 2025 Jan 26, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 48,910 4,867 1.92% 1.29% 110 +2,404 5.17% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 46,915 4,669 0.05% 0.05% 111 +6,212 15.26% Q4 2025 Jan 15, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 42,692 4,536 4.43% — 112 +42,692 New Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 44,176 4,396 0.06% 0.06% 113 +448 1.02% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 44,116 4,390 0.02% 0.02% 114 +7,385 20.11% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History New 43,100 4,289 0.04% — 115 +43,100 New Q4 2025 Feb 18, 2026
Myriad Asset Management Advisors LLC History New 43,100 4,289 1.32% — 116 +43,100 New Q4 2025 Feb 11, 2026
Brucke Financial, Inc. History Added to 42,873 4,266 2.33% 2.39% 117 +1,884 4.6% Q4 2025 Jan 12, 2026
NewEdge Advisors, LLC History Added to 42,416 4,221 0.02% 0.01% 118 +24,997 143.5% Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Reduced 42,168 4,196 0.04% 0.05% 119 -3,917 -8.5% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 41,793 4,159 0.0% 0.0% 120 +19,436 86.93% Q4 2025 Feb 13, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 41,032 4,083 2.21% 2.24% 121 +343 0.84% Q4 2025 Jan 28, 2026
Wealthfront Advisers LLC History Added to 40,954 4,075 0.01% 0.01% 122 +3,544 9.47% Q4 2025 Jan 30, 2026
Jump Financial, LLC History Reduced 39,741 3,955 0.05% 0.06% 123 -11,531 -22.49% Q4 2025 Feb 17, 2026
Copia Wealth Management History Added to 38,431 3,824 2.73% 2.49% 124 +4,183 12.21% Q4 2025 Feb 06, 2026
Stratos Wealth Advisors, LLC History Reduced 38,221 3,803 0.18% 0.2% 125 -4,129 -9.75% Q4 2025 Jan 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 35,916 3,717 0.01% 0.01% 126 -1,925 -5.09% Q4 2025 Jan 08, 2026
Waterloo Capital, L.P. History New 37,240 3,706 0.27% — 127 +37,240 New Q4 2025 Feb 10, 2026
Tidal Investments LLC History Reduced 37,194 3,701 0.01% 0.01% 128 -8,335 -18.31% Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History Added to 36,953 3,677 0.24% 0.24% 129 +30 0.08% Q4 2025 Feb 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 36,119 3,594 0.17% 0.18% 130 -1,610 -4.27% Q4 2025 Jan 23, 2026
THOMIST CAPITAL MANAGEMENT, LP History Added to 35,710 3,574 0.76% 0.08% 131 +31,559 760.27% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 35,127 3,495 0.02% 0.02% 132 +835 2.43% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 34,132 3,396 0.0% 0.0% 133 -7,614 -18.24% Q4 2025 Feb 17, 2026
Westshore Wealth, LLC History Added to 33,483 3,332 1.1% 0.86% 134 +7,599 29.36% Q4 2025 Feb 25, 2026
Prosperity Consulting Group, LLC History Reduced 33,341 3,318 0.15% 0.29% 135 -26,739 -44.51% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History New 33,103 3,294 0.01% — 136 +33,103 New Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 32,930 3,277 0.04% 0.04% 137 +128 0.39% Q4 2025 Jan 30, 2026
FMR LLC History Added to 32,852 3,269 0.0% 0.0% 138 +6,738 25.8% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Added to 32,734 3,257 0.14% 0.14% 139 +3 0.01% Q4 2025 Jan 29, 2026
Aspen Grove Capital, LLC History No change 32,722 3,256 0.56% 0.54% 140 0 0.0% Q4 2025 Feb 17, 2026
Fire Capital Management LLC History Added to 32,526 3,236 1.61% 1.71% 141 +2,134 7.02% Q4 2025 Feb 03, 2026
Global Financial Private Client, LLC History Reduced 32,267 3,211 1.13% 1.14% 142 -531 -1.62% Q4 2025 Jan 27, 2026
Wealth Dimensions Group, Ltd. History Added to 31,910 3,175 0.63% 0.64% 143 +103 0.32% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History No change 31,668 3,151 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 31,512 3,136 0.01% 0.02% 145 -359 -1.13% Q4 2025 Feb 17, 2026
Foster Group, Inc. History Reduced 31,457 3,130 0.09% 0.11% 146 -2,955 -8.59% Q4 2025 Jan 12, 2026
McLean Asset Management Corp History Reduced 29,249 3,110 0.56% 0.62% 147 -834 -2.77% Q4 2025 Jan 16, 2026
Good Steward Wealth Advisors,LLC History Added to 30,855 3,070 2.03% 1.86% 148 +3,291 11.94% Q4 2025 Jan 22, 2026
Curtis Advisory Group, LLC History Added to 30,832 3,068 0.64% 0.68% 149 +101 0.33% Q4 2025 Jan 23, 2026
D. E. Shaw & Co., Inc. History New 30,374 3,022 0.0% — 150 +30,374 New Q4 2025 Feb 17, 2026
Headlands Technologies LLC History New 30,368 3,022 0.25% — 151 +30,368 New Q4 2025 Feb 13, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 30,176 3,003 0.63% 0.74% 153 -2,829 -8.57% Q4 2025 Feb 03, 2026
PARK AVENUE SECURITIES LLC History Added to 30,172 3,003 0.03% 0.02% 152 +279 0.93% Q4 2025 Jan 05, 2026
DEUTSCHE BANK AG\ History Reduced 29,343 2,920 0.0% 0.0% 154 -1,528 -4.95% Q4 2025 Feb 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 29,300 2,918 0.47% 0.5% 155 +23 0.08% Q4 2025 Feb 11, 2026
Simplicity Wealth,LLC History Added to 29,024 2,888 0.17% 0.16% 156 +455 1.59% Q4 2025 Jan 30, 2026
F/m Investments LLC History No change 28,825 2,868 0.11% 0.11% 157 0 0.0% Q4 2025 Feb 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 28,294 2,815 0.02% 0.02% 158 +9,660 51.84% Q4 2025 Feb 05, 2026
SoundView Advisors Inc. History New 27,502 2,736 0.95% — 159 +27,502 New Q4 2025 Feb 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 27,350 2,721 0.02% — 160 +27,350 New Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 27,240 2,710 0.01% 0.02% 161 +39 0.14% Q4 2025 Feb 12, 2026
FIDUCIENT ADVISORS LLC History New 26,403 2,627 0.33% — 162 +26,403 New Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 26,225 2,609 0.6% 0.52% 163 -699,432 -96.39% Q4 2025 Feb 02, 2026
Francis Financial, Inc. History No change 25,882 2,575 0.5% 0.45% 164 0 0.0% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 25,780 2,565 0.01% 0.01% 165 0 0.0% Q4 2025 Feb 09, 2026
GUGGENHEIM CAPITAL LLC History No change 25,613 2,549 0.02% 0.02% 166 0 0.0% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Reduced 25,455 2,533 0.05% 0.06% 167 -94 -0.37% Q4 2025 Feb 03, 2026
Vision Capital Management, Inc. History Added to 25,337 2,521 0.3% 0.14% 168 +14,089 125.26% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 25,079 2,495 0.0% 0.0% 169 +3,039 13.79% Q4 2025 Feb 17, 2026
GWN SECURITIES INC. History Added to 24,726 2,460 0.5% 0.48% 170 +3,639 17.26% Q4 2025 Feb 11, 2026
Investment Research & Advisory Group, Inc. History Added to 24,263 2,414 0.8% 0.78% 171 +805 3.43% Q4 2025 Jan 20, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 24,241 2,412 0.16% 0.17% 172 -1,027 -4.06% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 24,198 2,408 0.04% 0.0% 173 +23,513 3432.55% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 24,028 2,391 0.0% 0.0% 174 +7,488 45.27% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Reduced 23,832 2,371 0.05% 0.05% 175 -258 -1.07% Q4 2025 Jan 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 23,501 2,338 0.0% 0.0% 176 +6,838 41.04% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 23,417 2,330 0.14% 0.15% 177 -544 -2.27% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 23,151 2,303 0.0% 0.0% 178 -1,303 -5.33% Q4 2025 Feb 02, 2026
Rialto Wealth Management, LLC History Reduced 23,070 2,295 0.55% 0.62% 179 -1,659 -6.71% Q4 2025 Jan 12, 2026
Wernau Asset Management Inc. History Added to 22,871 2,276 1.23% 1.49% 180 +486 2.17% Q4 2025 Jan 21, 2026
SCOTIA CAPITAL INC. History Reduced 22,179 2,207 0.01% 0.01% 181 -111 -0.5% Q4 2025 Feb 12, 2026
NOVEM GROUP History Reduced 22,090 2,198 0.25% 0.26% 182 -600 -2.64% Q4 2025 Jan 27, 2026
BANK OF MONTREAL /CAN/ History Reduced 21,912 2,180 0.0% 0.0% 183 -1,768 -7.47% Q4 2025 Feb 12, 2026
180 WEALTH ADVISORS, LLC History Added to 21,725 2,162 0.25% 0.26% 184 +51 0.24% Q4 2025 Jan 09, 2026
MGO ONE SEVEN LLC History Added to 21,543 2,143 0.04% 0.05% 185 +850 4.11% Q4 2025 Feb 03, 2026
SMART Wealth LLC History Added to 21,085 2,098 0.64% 0.62% 186 +4,330 25.84% Q4 2025 Jan 26, 2026
Main Street Financial Solutions, LLC History Reduced 20,732 2,063 0.15% 0.33% 187 -31,439 -60.26% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 20,720 2,062 0.0% 0.0% 188 -1,111 -5.09% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Reduced 20,624 2,052 0.01% 0.02% 190 -27,288 -56.95% Q4 2025 Jan 29, 2026
Wakefield Asset Management LLLP History Added to 20,619 2,052 0.56% 0.55% 189 +43 0.21% Q4 2025 Feb 05, 2026
TICINO WEALTH History New 20,443 2,034 0.75% — 191 +20,443 New Q4 2025 Jan 27, 2026
Checchi Capital Advisers, LLC History Added to 19,365 1,927 0.1% 0.09% 192 +1,769 10.05% Q4 2025 Jan 27, 2026
PFW Advisors LLC History Reduced 19,247 1,915 0.58% 0.56% 193 -48 -0.25% Q4 2025 Jan 12, 2026
FineMark National Bank & Trust History Added to 19,230 1,913 0.06% 0.06% 194 +947 5.18% Q4 2025 Feb 12, 2026
Keel Point, LLC History Reduced 19,216 1,912 0.12% 0.12% 195 -93 -0.48% Q4 2025 Feb 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 18,850 1,875 0.38% 0.39% 196 0 0.0% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 18,377 1,828 0.02% 0.02% 197 +778 4.42% Q4 2025 Jan 29, 2026
Arbor Investment Advisors, LLC History Reduced 17,856 1,777 0.23% 0.24% 198 -1,825 -9.27% Q4 2025 Jan 23, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 17,770 1,768 0.59% 0.67% 199 -1,598 -8.25% Q4 2025 Jan 27, 2026
Arlington Trust Co LLC History Reduced 17,574 1,748 0.18% 0.31% 200 -200 -1.13% Q4 2025 Jan 30, 2026
COMMERCE BANK History Added to 17,491 1,740 0.01% 0.01% 201 +2,373 15.7% Q4 2025 Feb 13, 2026
FIRST HAWAIIAN BANK History No change 17,438 1,735 0.23% 0.22% 202 0 0.0% Q4 2025 Jan 05, 2026
SIGNATUREFD, LLC History Reduced 17,390 1,730 0.03% 0.03% 203 -3 -0.02% Q4 2025 Jan 20, 2026
Violich Capital Management, Inc. History No change 17,000 1,691 0.19% 0.2% 204 0 0.0% Q4 2025 Feb 03, 2026
Fort Point Capital Partners LLC History Reduced 15,680 1,682 0.19% 0.18% 205 -136 -0.86% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 16,900 1,681 0.0% 0.0% 206 +2,600 18.18% Q4 2025 Feb 12, 2026
Sunesis Advisors, LLC History No change 16,790 1,670 0.76% 0.77% 207 0 0.0% Q4 2025 Feb 02, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 16,700 1,661 0.0% 0.0% 208 +800 5.03% Q4 2025 Jan 26, 2026
Meridian Wealth Advisors, LLC History No change 16,613 1,653 0.23% 0.23% 209 0 0.0% Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 16,176 1,609 0.7% — 210 +16,176 New Q4 2025 Jan 23, 2026
BCS Private Wealth Management, Inc. History Reduced 15,950 1,587 0.54% 0.57% 211 -400 -2.45% Q4 2025 Jan 26, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 15,750 1,567 0.57% 1.65% 212 -23,705 -60.08% Q4 2025 Feb 12, 2026
WestHill Financial Advisors, Inc. History Added to 15,563 1,548 0.29% 0.28% 213 +691 4.65% Q4 2025 Jan 21, 2026
LOOMIS SAYLES & CO L P History Reduced 15,506 1,543 0.0% 0.01% 214 -44,674 -74.23% Q4 2025 Feb 12, 2026
RAINIER FAMILY WEALTH INC History Added to 15,247 1,517 1.14% 1.18% 216 +1,766 13.1% Q4 2025 Jan 20, 2026
Global Strategic Investment Solutions, LLC History Reduced 15,249 1,517 0.15% 0.16% 215 -1,512 -9.02% Q4 2025 Jan 29, 2026
Strategic Financial Services, Inc. History No change 14,035 1,503 0.07% 0.07% 217 0 0.0% Q4 2025 Feb 09, 2026
Fischer Financial Services, Inc. History No change 14,716 1,464 0.39% 0.39% 218 0 0.0% Q4 2025 Feb 06, 2026
Pitcairn Wealth Advisors LLC History New 14,540 1,447 0.13% — 219 +14,540 New Q4 2025 Feb 13, 2026
Marble Harbor Investment Counsel, LLC History No change 14,165 1,409 0.15% 0.15% 220 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Reduced 14,080 1,401 0.02% 0.02% 221 -38 -0.27% Q4 2025 Feb 03, 2026
JANE STREET GROUP, LLC History Reduced 14,040 1,397 0.0% 0.0% 222 -15,460 -52.41% Q4 2025 Feb 12, 2026
Red Tortoise LLC History Added to 13,772 1,370 0.58% 0.32% 223 +6,319 84.78% Q4 2025 Jan 22, 2026
Hudson Value Partners, LLC History Added to 13,722 1,365 0.41% 0.41% 224 +276 2.05% Q4 2025 Jan 28, 2026
RWA WEALTH PARTNERS, LLC History No change 13,693 1,362 0.01% 0.02% 225 0 0.0% Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 13,642 1,357 0.02% — 226 +13,642 New Q4 2025 Feb 13, 2026
Evolution Wealth Advisors, LLC History No change 13,535 1,347 0.14% 0.18% 227 0 0.0% Q4 2025 Jan 12, 2026
Prospera Financial Services Inc History Added to 13,333 1,327 0.02% 0.02% 228 +1,140 9.35% Q4 2025 Feb 09, 2026
Prudent Man Advisors, LLC History Reduced 13,298 1,323 0.48% 0.5% 229 -560 -4.04% Q4 2025 Feb 11, 2026
FIRST MANHATTAN CO. LLC. History Reduced 13,207 1,314 0.0% 0.0% 230 -80 -0.6% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 12,916 1,285 0.1% 0.11% 231 -1,262 -8.9% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 12,707 1,264 0.1% 0.08% 232 +808 6.79% Q4 2025 Jan 23, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 12,698 1,263 0.02% 0.02% 233 -119 -0.93% Q4 2025 Jan 28, 2026
Perigon Wealth Management, LLC History Reduced 12,641 1,258 0.02% 0.03% 234 -126 -0.99% Q4 2025 Jan 16, 2026
EQ LLC History Added to 12,593 1,253 0.36% 0.39% 235 +918 7.86% Q4 2025 Feb 10, 2026
Key Capital Management, INC History New 12,468 1,240 1.23% — 236 +12,468 New Q4 2025 Jan 26, 2026
Dorsey & Whitney Trust CO LLC History Added to 12,377 1,231 0.07% 0.05% 237 +2,202 21.64% Q4 2025 Feb 11, 2026
NCM Capital Management, LLC History No change 12,328 1,226 0.45% 0.47% 238 0 0.0% Q4 2025 Mar 02, 2026
CENTRAL BANK & TRUST CO History Added to 12,288 1,222 0.19% 0.04% 239 +9,698 374.44% Q4 2025 Jan 09, 2026
M&T BANK CORP History Reduced 12,216 1,216 0.0% 0.0% 240 -2,536 -17.19% Q4 2025 Jan 30, 2026
Belpointe Asset Management LLC History Added to 12,189 1,213 0.04% 0.04% 241 +428 3.64% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 12,189 1,213 0.18% 0.18% 242 +428 3.64% Q4 2025 Jan 27, 2026
CWM, LLC History Added to 12,066 1,201 0.0% 0.0% 243 +1,443 13.58% Q4 2025 Jan 26, 2026
Trajan Wealth LLC History Reduced 11,843 1,178 0.05% 0.05% 244 -854 -6.73% Q4 2025 Feb 06, 2026
PACIFIC FINANCIAL GROUP INC History New 11,786 1,172 0.65% — 245 +11,786 New Q4 2025 Feb 17, 2026
Vermillion Wealth Management, Inc. History Reduced 11,569 1,151 0.47% 0.31% 246 -299 -2.52% Q4 2025 Feb 11, 2026
MATTERS CAPITAL LLC History New 11,564 1,150 0.94% — 247 +11,564 New Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 11,446 1,141 0.05% 0.05% 248 +362 3.27% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 11,432 1,137 0.03% 0.03% 249 -1,587 -12.19% Q4 2025 Jan 29, 2026
Gainplan LLC History Added to 11,327 1,127 0.42% 0.45% 250 +435 3.99% Q4 2025 Jan 23, 2026
Legacy Advisors, LLC History Reduced 11,177 1,112 0.12% 0.16% 251 -2,198 -16.43% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History No change 10,820 1,076 0.01% 0.01% 252 0 0.0% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History New 10,619 1,056 0.12% — 253 +10,619 New Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 10,433 1,038 0.01% 0.01% 254 +74 0.71% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 10,267 1,021 0.05% 0.05% 255 +268 2.68% Q4 2025 Feb 05, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 10,231 1,018 0.05% 0.06% 256 -1,850 -15.31% Q4 2025 Jan 27, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 10,163 1,011 0.48% 0.46% 257 +303 3.07% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 10,141 1,009 0.01% 0.01% 258 +457 4.72% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 10,069 1,002 0.0% 0.0% 259 +80 0.8% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 10,000 995 0.09% 0.1% 260 0 0.0% Q4 2025 Feb 06, 2026
Tennessee Valley Asset Management Partners History Added to 9,933 988 0.13% 0.13% 261 +221 2.28% Q4 2025 Feb 05, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 9,928 988 0.56% 0.57% 262 -179 -1.77% Q4 2025 Feb 02, 2026
Fairman Group, LLC History Added to 9,528 948 0.76% 0.73% 263 +235 2.53% Q4 2025 Feb 13, 2026
Flower City Capital History No change 9,506 946 0.48% 0.5% 264 0 0.0% Q4 2025 Jan 22, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 9,505 945 0.01% 0.01% 265 +232 2.5% Q4 2025 Feb 12, 2026
WEBSTER BANK, N. A. History Added to 9,430 938 0.09% 0.08% 266 +476 5.32% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Reduced 9,278 923 0.01% 0.01% 267 -711 -7.12% Q4 2025 Feb 02, 2026
Pine Valley Investments Ltd Liability Co History Added to 9,205 916 0.04% 0.04% 269 +81 0.89% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History No change 9,213 916 0.02% 0.02% 268 0 0.0% Q4 2025 Feb 03, 2026
Legacy Advisory Services, LLC History Reduced 9,166 912 0.69% 0.68% 270 -62 -0.67% Q4 2025 Jan 23, 2026
RHUMBLINE ADVISERS History Reduced 9,032 898 0.0% 0.01% 271 -97,879 -91.55% Q4 2025 Feb 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 9,018 897 0.12% 0.1% 272 +1,192 15.23% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Added to 8,912 887 0.03% 0.03% 273 +400 4.7% Q4 2025 Feb 12, 2026
Guidance Point Advisors, LLC History Added to 8,837 879 0.2% 0.21% 274 +11 0.12% Q4 2025 Feb 11, 2026
Allegheny Financial Group History Added to 8,745 870 0.13% 0.04% 275 +6,317 260.17% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,655 861 0.01% 0.01% 276 0 0.0% Q4 2025 Jan 22, 2026
PENNINGTON PARTNERS & CO., LLC History No change 8,508 846 0.34% 0.39% 277 0 0.0% Q4 2025 Feb 17, 2026
DWR WEALTH MANAGEMENT, LLC History New 8,350 837 0.78% — 278 +8,350 New Q4 2025 Mar 31, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 8,312 827 0.12% 0.12% 279 +5 0.06% Q4 2025 Feb 13, 2026
TAGStone Capital, Inc. History Added to 8,232 819 0.31% 0.32% 280 +32 0.39% Q4 2025 Feb 10, 2026
Stordahl Capital Management, Inc. History Reduced 8,201 816 0.17% 0.17% 281 -9 -0.11% Q4 2025 Jan 27, 2026
Summit Global Investments History Added to 8,034 800 0.05% 0.02% 282 +4,020 100.15% Q4 2025 Feb 18, 2026
First Bancorp, Inc /ME/ History No change 7,997 795 0.42% 0.42% 283 0 0.0% Q4 2025 Jan 26, 2026
Legacy Bridge, LLC History Added to 7,932 789 0.32% 0.31% 284 +380 5.03% Q4 2025 Jan 23, 2026
Sankala Group LLC History New 7,454 788 0.63% — 285 +7,454 New Q4 2025 Mar 02, 2026
DAVENPORT & Co LLC History Added to 7,912 787 0.0% 0.0% 286 +103 1.32% Q4 2025 Jan 12, 2026
Rather & Kittrell, Inc. History No change 7,895 785 0.13% 0.14% 287 0 0.0% Q4 2025 Jan 28, 2026
Capital Square, LLC History Added to 7,875 783 0.4% 0.15% 288 +4,821 157.86% Q4 2025 Feb 13, 2026
FWG Investments, LLC. History Added to 7,845 780 0.5% 0.52% 289 +143 1.86% Q4 2025 Jan 28, 2026
Cordatus Wealth Management LLC History Added to 7,715 767 0.18% 0.16% 290 +587 8.24% Q4 2025 Jan 26, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 7,558 752 0.09% — 292 +7,558 New Q4 2025 Jan 07, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 7,561 752 0.18% 0.11% 291 +2,915 62.74% Q4 2025 Jan 23, 2026
AdvisorNet Financial, Inc History Reduced 7,434 739 0.04% 0.04% 293 -185 -2.43% Q4 2025 Jan 20, 2026
Y.D. More Investments Ltd History Added to 7,300 726 0.03% 0.04% 294 +280 3.99% Q4 2025 Jan 21, 2026
LPWM LLC History Added to 7,214 717 0.18% 0.1% 295 +3,461 92.22% Q4 2025 Jan 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,198 716 0.0% 0.0% 296 +1,987 38.13% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 7,193 715 0.01% 0.0% 297 +1,880 35.38% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 7,134 710 0.01% 0.01% 298 -125 -1.72% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 7,084 705 0.0% 0.0% 299 +2,096 42.02% Q4 2025 Feb 17, 2026
Retirement Systems of Alabama History Reduced 7,018 698 0.0% 0.0% 300 -167 -2.32% Q4 2025 Jan 15, 2026
Pinnacle Financial Partners, Inc. History New 6,928 689 0.01% — 301 +6,928 New Q4 2025 Feb 18, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 6,906 687 0.08% 0.08% 302 0 0.0% Q4 2025 Feb 13, 2026
1834 INVESTMENT ADVISORS CO History No change 6,873 684 0.09% 0.08% 303 0 0.0% Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Added to 6,779 679 0.03% 0.03% 304 +1,347 24.8% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History No change 6,777 674 0.04% 0.04% 305 0 0.0% Q4 2025 Mar 04, 2026
Emerald Advisors, LLC History Reduced 6,703 667 0.09% 0.09% 306 -1 -0.01% Q4 2025 Jan 27, 2026
Keener Financial Planning LLC History No change 6,706 667 0.29% 0.3% 307 0 0.0% Q4 2025 Jan 23, 2026
Myriad Asset Management US LP History New 6,532 650 1.09% — 308 +6,532 New Q4 2025 Jan 20, 2026
GEM Asset Management, LLC History Added to 6,278 648 0.29% 0.29% 309 +25 0.4% Q4 2025 Jan 09, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 6,485 645 0.2% 0.42% 310 -11,650 -64.24% Q4 2025 Feb 02, 2026
MAI Capital Management History Added to 6,480 644 0.0% 0.0% 311 +150 2.37% Q4 2025 Feb 13, 2026
DB Fitzpatrick & Co, Inc History Added to 6,458 642 0.57% 0.47% 312 +1,191 22.61% Q4 2025 Jan 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 6,445 641 0.09% 0.1% 313 -405 -5.91% Q4 2025 Feb 09, 2026
M3 Advisory Group, LLC History Added to 6,380 634 0.39% 0.39% 314 +1 0.02% Q4 2025 Jan 16, 2026
Integrated Wealth Concepts LLC History Reduced 6,353 632 0.01% 0.01% 315 -595 -8.56% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 6,343 631 0.01% 0.01% 316 +80 1.28% Q4 2025 Jan 20, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 6,337 630 0.42% 0.43% 317 0 0.0% Q4 2025 Feb 09, 2026
Pines Wealth Management, LLC History Reduced 6,325 629 0.2% 0.21% 318 -19 -0.3% Q4 2025 Feb 02, 2026
Linscomb Wealth, Inc. History Reduced 6,189 615 0.03% 0.03% 319 -115 -1.82% Q4 2025 Feb 10, 2026
Bowman & Co S.C. History Added to 6,171 614 0.26% 0.25% 320 +24 0.39% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 6,124 609 0.01% 0.01% 321 +1,450 31.02% Q4 2025 Jan 29, 2026
Westfuller Advisors, LLC History Added to 6,100 607 0.25% 0.27% 322 +7 0.11% Q4 2025 Jan 21, 2026
TFB Advisors LLC History Added to 6,074 604 0.17% 0.15% 323 +821 15.63% Q4 2025 Feb 13, 2026
FF Advisors,LLC History Reduced 6,047 601 0.27% 0.29% 324 -60 -0.98% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History New 6,007 597 0.19% — 325 +6,007 New Q4 2025 Jan 08, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 5,953 592 0.09% 0.1% 326 -354 -5.61% Q4 2025 Feb 04, 2026
Arkadios Wealth Advisors History New 5,904 587 0.01% — 327 +5,904 New Q4 2025 Feb 13, 2026
Avestar Capital, LLC History No change 5,893 586 0.04% 0.04% 328 0 0.0% Q4 2025 Feb 10, 2026
Caerus Investment Advisors, LLC History New 5,841 581 0.19% — 329 +5,841 New Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,793 576 0.0% 0.0% 330 -434 -6.97% Q4 2025 Feb 12, 2026
BAKER BOYER NATIONAL BANK History Added to 5,777 574 0.17% 0.17% 331 +523 9.95% Q4 2025 Feb 03, 2026
Marble Wealth, LLC History New 5,726 569 0.08% — 332 +5,726 New Q4 2025 Feb 10, 2026
IPG Investment Advisors LLC History No change 5,679 565 0.1% 0.1% 333 0 0.0% Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History Added to 5,561 553 0.06% 0.06% 334 +26 0.47% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History New 5,539 551 0.03% — 335 +5,539 New Q4 2025 Feb 11, 2026
SkyOak Wealth, LLC History No change 5,523 549 0.1% 0.1% 336 0 0.0% Q4 2025 Feb 05, 2026
Quest 10 Wealth Builders, Inc. History Added to 5,390 536 0.48% 0.47% 337 +188 3.61% Q4 2025 Jan 29, 2026
RKL Wealth Management LLC History Added to 5,385 535 0.04% 0.04% 338 +21 0.39% Q4 2025 Feb 12, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 5,373 534 0.08% 0.06% 339 +1,837 51.95% Q4 2025 Jan 12, 2026
Braun-Bostich & Associates Inc. History Reduced 5,350 532 0.33% 0.34% 340 -111 -2.03% Q4 2025 Jan 14, 2026
PFG Investments, LLC History Added to 5,324 529 0.02% 0.03% 341 +43 0.81% Q4 2025 Jan 26, 2026
Betterment LLC History Reduced 5,241 522 0.0% 0.0% 342 -429 -7.57% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 5,079 505 0.01% 0.01% 343 +5 0.1% Q4 2025 Feb 02, 2026
Institute for Wealth Management, LLC. History No change 5,066 504 0.05% 0.05% 344 0 0.0% Q4 2025 Jan 27, 2026
Savvy Advisors, Inc. History Added to 5,027 500 0.02% 0.02% 345 +155 3.18% Q4 2025 Jan 20, 2026
Archer Investment Corp History Reduced 5,000 497 0.11% 0.11% 346 -17 -0.34% Q4 2025 Jan 30, 2026
Lazard Freres Gestion S.A.S. History Added to 4,970 494 0.01% 0.01% 347 +576 13.11% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 4,933 490 0.0% 0.0% 348 +4 0.08% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 4,908 488 0.01% 0.0% 349 +351 7.7% Q4 2025 Jan 16, 2026
Burk Holdings LLC History No change 4,900 487 0.23% 0.26% 350 0 0.0% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,866 484 0.01% 0.01% 351 -224 -4.4% Q4 2025 Feb 10, 2026
W ADVISORS, LLC History No change 4,851 482 0.24% 0.25% 352 0 0.0% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Added to 4,815 479 0.01% 0.01% 353 +241 5.27% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Added to 4,813 478 0.01% 0.01% 355 +233 5.09% Q4 2025 Feb 02, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,808 478 0.18% 0.18% 354 0 0.0% Q4 2025 Jan 13, 2026
MEITAV INVESTMENT HOUSE LTD History New 4,800 477 0.01% — 357 +4,800 New Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Added to 4,801 477 0.01% 0.01% 358 +2,747 133.74% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,800 477 0.03% 0.03% 356 +389 8.82% Q4 2025 Feb 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 4,759 473 0.03% 0.04% 359 -1,132 -19.22% Q4 2025 Jan 21, 2026
Sage Mountain Advisors LLC History No change 4,722 469 0.02% 0.03% 360 0 0.0% Q4 2025 Jan 23, 2026
NICOLET ADVISORY SERVICES, LLC History New 4,438 468 0.03% — 361 +4,438 New Q4 2025 Feb 13, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 4,658 463 0.17% — 362 +4,658 New Q4 2025 Mar 26, 2026
Bogart Wealth, LLC History Added to 4,565 454 0.02% 0.02% 363 +19 0.42% Q4 2025 Jan 30, 2026
IEQ CAPITAL, LLC History Reduced 4,528 450 0.0% 0.0% 364 -631 -12.23% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Added to 4,403 438 0.01% 0.02% 365 +392 9.77% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 4,377 435 0.0% 0.0% 366 +327 8.07% Q4 2025 Feb 10, 2026
NICOLET BANKSHARES INC History New 4,364 434 0.07% — 367 +4,364 New Q4 2025 Feb 09, 2026
MYCIO WEALTH PARTNERS, LLC History No change 4,360 433 0.09% 0.1% 368 0 0.0% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Added to 4,322 430 0.01% 0.01% 369 +487 12.7% Q4 2025 Feb 17, 2026
Americana Partners, LLC History New 4,307 428 0.01% — 370 +4,307 New Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 4,294 427 0.0% 0.0% 371 +137 3.3% Q4 2025 Jan 23, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 4,211 419 0.07% — 372 +4,211 New Q4 2025 Feb 18, 2026
NBC SECURITIES, INC. History Added to 4,202 418 0.03% 0.02% 373 +2,187 108.54% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 4,196 417 0.0% 0.0% 374 +396 10.42% Q4 2025 Feb 12, 2026
DAVIDSON TRUST CO History Reduced 4,165 414 0.17% 0.18% 376 -370 -8.16% Q4 2025 Jan 27, 2026
WASHINGTON TRUST Co History No change 4,170 414 0.01% 0.01% 375 0 0.0% Q4 2025 Feb 10, 2026
NCP Inc. History No change 4,162 414 0.33% 0.3% 377 0 0.0% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 4,155 413 0.03% 0.03% 378 +130 3.23% Q4 2025 Jan 30, 2026
F&V Capital Management, LLC History New 4,123 410 0.09% — 379 +4,123 New Q4 2025 Mar 26, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 4,050 403 0.09% 0.1% 380 0 0.0% Q4 2025 Jan 06, 2026
UPTICK PARTNERS, LLC History Added to 4,032 401 0.09% 0.07% 381 +1,330 49.22% Q4 2025 Feb 02, 2026
PLIMOTH TRUST CO LLC History Reduced 4,010 399 0.09% 0.09% 382 -139 -3.35% Q4 2025 Jan 27, 2026
Valeo Financial Advisors, LLC History Reduced 3,953 393 0.01% 0.01% 384 -818 -17.15% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 3,952 393 0.01% 0.01% 383 -789 -16.64% Q4 2025 Feb 09, 2026
Ridgepath Capital Management LLC History No change 3,994 390 0.18% 0.17% 385 0 0.0% Q4 2025 Feb 04, 2026
B. Riley Wealth Advisors, Inc. History Added to 3,902 388 0.02% 0.02% 386 +112 2.96% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History New 3,875 385 0.01% — 387 +3,875 New Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History No change 3,773 385 0.03% 0.03% 388 0 0.0% Q4 2025 Jan 28, 2026
SAPIENT CAPITAL LLC History Added to 3,787 379 0.01% 0.01% 389 +149 4.1% Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,801 378 0.01% 0.01% 390 -172 -4.33% Q4 2025 Feb 05, 2026
Wedmont Private Capital History Added to 3,644 376 0.01% 0.01% 391 +13 0.36% Q4 2025 Jan 08, 2026
Arcadia Wealth Management, LLC History Added to 3,732 371 0.14% 0.14% 392 +4 0.11% Q4 2025 Feb 03, 2026
Robertson Stephens Wealth Management, LLC History Added to 3,727 370 0.01% 0.01% 393 +590 18.81% Q4 2025 Feb 02, 2026
MASECO LLP History Reduced 3,691 367 0.02% 0.02% 395 -85 -2.25% Q4 2025 Jan 22, 2026
Phoenix Financial Ltd. History No change 3,696 367 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 05, 2026
VANGUARD GROUP INC History Added to 3,667 364 0.0% 0.0% 396 +732 24.94% Q4 2025 Jan 29, 2026
SBI Securities Co., Ltd. History Reduced 3,645 362 0.01% 0.01% 397 -161 -4.23% Q4 2025 Feb 03, 2026
Riggs Asset Managment Co. Inc. History Reduced 3,621 360 0.07% 0.08% 398 -56 -1.52% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Added to 3,593 357 0.01% 0.01% 399 +180 5.27% Q4 2025 Jan 30, 2026
SageView Advisory Group, LLC History Reduced 3,566 354 0.01% 0.04% 400 -7,959 -69.06% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 3,505 348 0.0% 0.0% 401 +352 11.16% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History No change 3,399 338 0.01% 0.01% 402 0 0.0% Q4 2025 Feb 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 3,336 331 0.14% — 403 +3,336 New Q4 2025 Feb 13, 2026
Fort Sheridan Advisors LLC History No change 3,303 328 0.04% 0.04% 404 0 0.0% Q4 2025 Feb 10, 2026
Timonier Family Office, LTD. History No change 3,261 324 0.1% 0.1% 405 0 0.0% Q4 2025 Feb 04, 2026
Beacon Financial Advisory LLC History Reduced 3,251 323 0.07% 0.08% 406 -75 -2.25% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 3,240 322 0.01% 0.01% 407 +202 6.65% Q4 2025 Feb 04, 2026
CLUNE & ASSOCIATES, LTD. History Added to 3,209 319 0.07% 0.07% 408 +297 10.2% Q4 2025 Feb 09, 2026
Sentry LLC History No change 3,200 318 0.09% 0.08% 409 0 0.0% Q4 2025 Jan 16, 2026
Traynor Capital Management, Inc. History Added to 3,175 316 0.02% 0.02% 410 +421 15.29% Q4 2025 Jan 12, 2026
Sincerus Advisory, LLC History Reduced 3,150 313 0.25% 0.27% 412 -89 -2.75% Q4 2025 Jan 08, 2026
Whipplewood Advisors, LLC History Reduced 3,146 313 0.2% 0.2% 413 -37 -1.16% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Added to 2,990 313 0.04% 0.04% 411 +3 0.1% Q4 2025 Feb 03, 2026
DUTCH ASSET Corp History New 3,138 312 0.24% — 415 +3,138 New Q4 2025 Mar 11, 2026
Venture Visionary Partners LLC History No change 3,137 312 0.01% 0.01% 414 0 0.0% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 3,126 311 0.01% — 416 +3,126 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 3,098 308 0.0% 0.0% 417 +710 29.73% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History No change 3,098 308 0.11% 0.1% 418 0 0.0% Q4 2025 Feb 03, 2026
Decker Retirement Planning Inc. History Added to 3,085 307 0.15% 0.16% 419 +182 6.27% Q4 2025 Jan 26, 2026
Resolute Advisors LLC History Added to 3,083 306 0.1% 0.08% 420 +12 0.39% Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History No change 3,066 305 0.01% 0.01% 421 0 0.0% Q4 2025 Feb 12, 2026
Centennial Advisors, LLC History New 3,047 303 0.39% — 423 +3,047 New Q4 2025 Jan 22, 2026
COREPATH WEALTH PARTNERS LLC History No change 2,876 303 0.2% 0.21% 422 0 0.0% Q4 2025 Jan 15, 2026
Ceeto Capital Group, LLC History No change 3,000 299 0.09% 0.08% 424 0 0.0% Q4 2025 Feb 13, 2026
Main Street Group, LTD History Added to 2,995 298 0.1% 0.07% 426 +570 23.51% Q4 2025 Jan 26, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 2,995 298 0.03% 0.03% 425 +111 3.85% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Reduced 2,958 294 0.02% 0.03% 427 -87 -2.86% Q4 2025 Jan 13, 2026
Brown Financial Advisory History No change 2,947 293 0.15% 0.15% 428 0 0.0% Q4 2025 Jan 29, 2026
Grantvest Financial Group LLC History Reduced 2,944 292 0.19% 0.2% 429 -47 -1.57% Q4 2025 Feb 02, 2026
Heck Capital Advisors, LLC History New 2,925 291 0.02% — 430 +2,925 New Q4 2025 Jan 16, 2026
FSA WEALTH PARTNERS, INC. History Reduced 2,856 284 0.1% 0.13% 431 -567 -16.56% Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Added to 2,852 283 0.0% 0.0% 432 +20 0.71% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 2,843 282 0.0% — 433 +2,843 New Q4 2025 Feb 09, 2026
Nicholas Hoffman & Company, LLC. History No change 2,824 281 0.01% 0.01% 434 0 0.0% Q4 2025 Feb 02, 2026
Black Diamond Financial, LLC History Added to 2,819 280 0.03% 0.03% 435 +10 0.36% Q4 2025 Feb 03, 2026
O'ROURKE & COMPANY, Inc History Reduced 2,779 276 0.11% 0.12% 436 -170 -5.76% Q4 2025 Jan 28, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 2,770 275 0.01% 0.01% 437 +100 3.75% Q4 2025 Jan 23, 2026
Circle Wealth Management, LLC History New 2,731 271 0.0% — 438 +2,731 New Q4 2025 Feb 13, 2026
HFG Advisors, Inc. History No change 2,732 271 0.2% 0.2% 439 0 0.0% Q4 2025 Feb 13, 2026
Olistico Wealth, LLC History Reduced 2,707 269 0.13% 0.15% 440 -164 -5.71% Q4 2025 Jan 13, 2026
FLP Wealth Management, LLC History Added to 10,052 267 0.63% 0.58% 441 +7,929 373.48% Q4 2025 Jan 20, 2026
CVA Family Office, LLC History New 2,681 266 0.03% — 445 +2,681 New Q4 2025 Jan 12, 2026
PRIVATE TRUST CO NA History Reduced 2,676 266 0.02% 0.02% 443 -115 -4.12% Q4 2025 Jan 26, 2026
Swan Global Investments, LLC History Reduced 2,677 266 0.01% 0.01% 444 -100 -3.6% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,573 266 0.01% 0.01% 442 0 0.0% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History New 2,671 265 0.0% — 446 +2,671 New Q4 2025 Jan 27, 2026
A&I FINANCIAL SERVICES, LLC History Reduced 2,638 262 0.12% 0.13% 447 -45 -1.68% Q4 2025 Jan 28, 2026
FSA Advisors, Inc. History New 2,614 260 0.18% — 449 +2,614 New Q4 2025 Feb 02, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Reduced 2,621 260 0.01% 0.01% 448 -20 -0.76% Q4 2025 Feb 13, 2026
Triad Wealth Partners, LLC History New 2,601 258 0.02% — 450 +2,601 New Q4 2025 Jan 22, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 2,535 252 0.02% 0.02% 451 -61 -2.35% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 2,524 251 0.0% 0.0% 452 +51 2.06% Q4 2025 Feb 12, 2026
MidFirst Bank History New 2,515 250 0.02% — 453 +2,515 New Q4 2025 Feb 25, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,497 248 0.0% 0.07% 455 -60,807 -96.06% Q4 2025 Feb 11, 2026
Rossmore Private Capital History No change 2,500 248 0.02% 0.03% 454 0 0.0% Q4 2025 Feb 05, 2026
Global Wealth Strategies & Associates History Reduced 2,490 247 0.06% 0.09% 457 -1,080 -30.25% Q4 2025 Jan 02, 2026
WealthShield Partners, LLC History Added to 2,483 247 0.03% 0.02% 456 +230 10.21% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Added to 2,453 244 0.0% 0.0% 458 +428 21.14% Q4 2025 Feb 02, 2026
Southland Equity Partners LLC History Reduced 2,454 244 0.05% 0.05% 459 -14 -0.57% Q4 2025 Jan 14, 2026
Keudell/Morrison Wealth Management History New 2,443 243 0.05% — 461 +2,443 New Q4 2025 Feb 06, 2026
Brand Asset Management Group, Inc. History Reduced 2,443 243 0.07% 0.08% 460 -423 -14.76% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,434 242 0.0% 0.01% 462 +110 4.73% Q4 2025 Feb 09, 2026
Evernest Financial Advisors, LLC History Reduced 2,236 241 0.05% 0.07% 463 -359 -13.83% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 2,414 240 0.0% 0.0% 464 -304 -11.18% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Added to 2,407 239 0.0% 0.0% 465 +867 56.3% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,385 237 0.0% 0.0% 466 -286 -10.71% Q4 2025 Jan 30, 2026
J.W. COLE ADVISORS, INC. History Added to 4,354 236 0.01% 0.01% 468 +30 0.69% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Reduced 2,375 236 0.02% 0.02% 467 -8 -0.34% Q4 2025 Jan 23, 2026
REGATTA CAPITAL GROUP, LLC History No change 2,375 236 0.04% 0.04% 469 0 0.0% Q4 2025 Jan 13, 2026
QRG CAPITAL MANAGEMENT, INC. History New 2,368 235 0.0% — 470 +2,368 New Q4 2025 Feb 02, 2026
FLAGSTAR ADVISORS INC History Added to 2,341 233 0.08% 0.07% 471 +9 0.39% Q4 2025 Jan 13, 2026
Baron Wealth Management LLC History No change 2,326 231 0.07% 0.08% 472 0 0.0% Q4 2025 Jan 14, 2026
Arsenal Capital Advisors LLC History New 2,302 229 0.16% — 474 +2,302 New Q4 2025 Feb 11, 2026
BSW Wealth Partners History Added to 2,304 229 0.03% 0.03% 473 +1 0.04% Q4 2025 Jan 23, 2026
Peregrine Asset Advisers, Inc. History No change 2,268 225 0.06% 0.07% 475 0 0.0% Q4 2025 Feb 02, 2026
Quintet Private Bank (Europe) S.A. History No change 2,260 224 0.01% 0.01% 476 0 0.0% Q4 2025 Jan 20, 2026
IFP Advisors, Inc History Reduced 2,247 223 0.01% 0.01% 477 -659 -22.68% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,243 223 0.02% 0.03% 478 0 0.0% Q4 2025 Feb 13, 2026
Strengthening Families & Communities, LLC History Added to 2,202 219 0.08% 0.05% 480 +53 2.47% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,201 219 0.01% 0.01% 479 0 0.0% Q4 2025 Feb 10, 2026
Seelaus Asset Management LLC History New 2,199 218 0.17% — 481 +2,199 New Q4 2025 Feb 04, 2026
Hamilton Point Investment Advisors, LLC History No change 2,190 217 0.03% 0.03% 482 0 0.0% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History New 2,167 215 0.0% — 483 +2,167 New Q4 2025 Feb 02, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 2,144 213 0.11% 0.12% 485 +9 0.42% Q4 2025 Jan 29, 2026
Advisors Capital Management, LLC History No change 2,148 213 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 29, 2026
Northside Capital Management, LLC History No change 2,134 212 0.02% 0.02% 486 0 0.0% Q4 2025 Jan 07, 2026
Inman Jager Wealth Management, LLC History No change 2,132 212 0.13% 0.13% 487 0 0.0% Q4 2025 Jan 26, 2026
Lloyd Advisory Services, LLC. History Reduced 2,127 211 0.08% 0.1% 488 -15 -0.7% Q4 2025 Feb 06, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 2,125 211 0.01% 0.01% 489 +4 0.19% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Added to 2,115 210 0.01% 0.01% 490 +1 0.05% Q4 2025 Feb 10, 2026
XML Financial, LLC History New 2,102 209 0.02% — 491 +2,102 New Q4 2025 Feb 11, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 2,110 209 0.07% 0.08% 492 -244 -10.37% Q4 2025 Feb 17, 2026
626 Financial, LLC History Added to 2,097 208 0.09% 0.09% 494 +9 0.43% Q4 2025 Feb 05, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 2,098 208 0.02% 0.03% 493 -7 -0.33% Q4 2025 Jan 26, 2026
Csenge Advisory Group History New 2,085 207 0.01% — 496 +2,085 New Q4 2025 Feb 06, 2026
Accredited Investors Inc. History New 2,084 207 0.01% — 495 +2,084 New Q4 2025 Feb 05, 2026
ASO GROUP Ltd History New 2,066 206 0.08% — 498 +2,066 New Q4 2025 Feb 12, 2026
Embree Financial Group History Added to 2,075 206 0.03% 0.03% 497 +2 0.1% Q4 2025 Jan 14, 2026
Enclave Advisors LLC History New 2,068 205 0.03% — 499 +2,068 New Q4 2025 Jan 14, 2026
Sound View Wealth Advisors Group, LLC History New 2,027 201 0.01% — 500 +2,027 New Q4 2025 Jan 08, 2026
Gladstone Institutional Advisory LLC History Reduced 2,010 200 0.01% 0.01% 502 -344 -14.61% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History Reduced 2,017 200 0.03% 0.03% 501 -271 -11.84% Q4 2025 Feb 10, 2026
New Republic Capital, LLC History No change 1,953 194 0.05% 0.06% 503 0 0.0% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Added to 1,913 190 0.01% 0.01% 504 +22 1.16% Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 1,774 176 0.15% — 505 +1,774 New Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,753 174 0.01% — 506 +1,753 New Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Added to 1,707 169 0.01% 0.01% 507 +463 37.22% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 1,670 166 0.0% — 508 +1,670 New Q4 2025 Feb 05, 2026
Manchester Capital Management LLC History New 1,664 165 0.02% — 509 +1,664 New Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History No change 1,594 164 0.0% 0.0% 510 0 0.0% Q4 2025 Jan 26, 2026
Spire Wealth Management History No change 1,561 155 0.01% 0.01% 511 0 0.0% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,490 148 0.01% 0.01% 512 -151 -9.2% Q4 2025 Feb 13, 2026
Networth Advisors, LLC History New 1,405 139 0.1% — 513 +1,405 New Q4 2025 Jan 22, 2026
McMillan Office, Inc. History New 1,400 139 0.02% — 514 +1,400 New Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 1,379 137 0.0% 0.0% 515 +223 19.29% Q4 2025 Jan 13, 2026
Ramirez Asset Management, Inc. History No change 1,332 132 0.02% 0.02% 516 0 0.0% Q4 2025 Feb 11, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,275 126 0.04% 0.04% 517 0 0.0% Q4 2025 Jan 15, 2026
Atlantic Union Bankshares Corp History Added to 1,215 120 0.0% 0.0% 518 +965 386.0% Q4 2025 Feb 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,138 113 0.01% — 520 +1,138 New Q4 2025 Jan 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,141 113 0.0% 0.0% 519 0 0.0% Q4 2025 Feb 13, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 1,100 109 0.02% 0.02% 521 0 0.0% Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Reduced 1,067 106 0.0% 0.0% 522 -81 -7.06% Q4 2025 Feb 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 1,038 103 0.04% — 523 +1,038 New Q4 2025 Jan 27, 2026
Arax Advisory Partners History New 1,030 102 0.0% — 524 +1,030 New Q4 2025 Feb 13, 2026
LFA - Lugano Financial Advisors SA History No change 1,000 99 0.05% 0.05% 525 0 0.0% Q4 2025 Jan 29, 2026
HOWE & RUSLING INC History Added to 992 98 0.01% 0.01% 526 +1 0.1% Q4 2025 Feb 17, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 975 97 0.01% 0.01% 527 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History No change 982 97 0.02% 0.02% 528 0 0.0% Q4 2025 Jan 07, 2026
United Community Bank History No change 956 95 0.04% 0.03% 529 0 0.0% Q4 2025 Jan 30, 2026
Biltmore Family Office, LLC History New 943 93 0.01% — 530 +943 New Q4 2025 Feb 04, 2026
NBT BANK N A /NY History Added to 398 90 0.01% 0.0% 531 +105 35.84% Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History New 894 89 0.05% — 532 +894 New Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 878 87 0.0% 0.0% 533 +173 24.54% Q4 2025 Jan 28, 2026
Financial Perspectives, Inc History No change 775 77 0.02% 0.02% 534 0 0.0% Q4 2025 Jan 28, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 765 76 0.0% 0.0% 535 +128 20.09% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History No change 761 75 0.0% 0.0% 536 0 0.0% Q4 2025 Jan 05, 2026
REAP Financial Group, LLC History Reduced 722 71 0.01% 0.02% 540 -153 -17.49% Q4 2025 Feb 10, 2026
Indiana Trust & Investment Management Co History No change 720 71 0.02% 0.02% 537 0 0.0% Q4 2025 Jan 21, 2026
Oakworth Capital, Inc. History No change 718 71 0.0% 0.0% 538 0 0.0% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History No change 720 71 0.0% 0.0% 539 0 0.0% Q4 2025 Jan 27, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 699 69 0.02% 0.03% 541 -135 -16.19% Q4 2025 Jan 09, 2026
Comprehensive Financial Planning, Inc./PA History Added to 685 68 0.04% 0.05% 542 +2 0.29% Q4 2025 Feb 11, 2026
Key FInancial Inc History No change 634 63 0.01% 0.01% 543 0 0.0% Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History Reduced 617 61 0.02% 0.02% 544 -10 -1.59% Q4 2025 Jan 22, 2026
YANKCOM Partnership History Added to 589 58 0.02% 0.02% 546 +89 17.8% Q4 2025 Jan 20, 2026
HM PAYSON & CO History No change 585 58 0.0% 0.0% 545 0 0.0% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 531 57 0.0% 0.0% 547 +207 63.89% Q4 2025 Jan 21, 2026
Rakuten Securities, Inc. History Added to 569 56 0.02% 0.0% 548 +463 436.79% Q4 2025 Jan 29, 2026
ADIRONDACK TRUST CO History No change 514 51 0.02% 0.02% 549 0 0.0% Q4 2025 Jan 08, 2026
Graney & King, LLC History No change 517 51 0.03% 0.03% 550 0 0.0% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 506 50 0.0% 0.0% 551 +358 241.89% Q4 2025 Feb 06, 2026
Signature Equity Partners, LLC History New 486 48 0.03% — 554 +486 New Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History No change 484 48 0.01% 0.01% 552 0 0.0% Q4 2025 Jan 21, 2026
BankPlus Trust Department History No change 483 48 0.01% 0.01% 553 0 0.0% Q4 2025 Jan 27, 2026
FINANCIAL CONSULATE, INC History Added to 469 46 0.01% 0.01% 555 +40 9.32% Q4 2025 Jan 22, 2026
Kohmann Bosshard Financial Services, LLC History New 461 45 0.0% — 556 +461 New Q4 2025 Jan 30, 2026
Abound Wealth Management History Added to 457 45 0.01% 0.01% 557 +2 0.44% Q4 2025 Jan 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 458 45 0.01% 0.01% 558 0 0.0% Q4 2025 Jan 28, 2026
Capital Investment Advisory Services, LLC History Added to 446 44 0.0% 0.0% 559 +50 12.63% Q4 2025 Jan 21, 2026
Greykasell Wealth Strategies, Inc. History No change 439 43 0.02% 0.02% 560 0 0.0% Q4 2025 Feb 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 410 40 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 23, 2026
10Elms LLP History No change 400 39 0.04% 0.04% 562 0 0.0% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History No change 386 38 0.0% 0.0% 563 0 0.0% Q4 2025 Jan 20, 2026
Qube Research & Technologies Ltd History Added to 355 35 0.0% 0.0% 565 +264 290.11% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History No change 360 35 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 06, 2026
Hilton Head Capital Partners, LLC History New 343 34 0.02% — 567 +343 New Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History Added to 345 34 0.0% 0.0% 566 +11 3.29% Q4 2025 Jan 22, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 335 33 0.01% 0.01% 568 +51 17.96% Q4 2025 Jan 23, 2026
CULLEN/FROST BANKERS, INC. History Added to 318 31 0.0% 0.0% 569 +1 0.32% Q4 2025 Feb 06, 2026
Wealth Enhancement Trust Services, Inc. History New 309 30 0.0% — 571 +309 New Q4 2025 Jan 27, 2026
Rosenberg Matthew Hamilton History No change 303 30 0.01% 0.01% 570 0 0.0% Q4 2025 Jan 05, 2026
SRH ADVISORS, LLC History No change 300 29 0.01% 0.01% 572 0 0.0% Q4 2025 Jan 21, 2026
CENTRAL TRUST Co History No change 288 28 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 02, 2026
WINNOW WEALTH LLC History New 247 24 0.02% — 575 +247 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 242 24 0.0% 0.0% 574 0 0.0% Q4 2025 Feb 10, 2026
EFG International AG History New 240 23 0.0% — 579 +240 New Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History No change 232 23 0.0% 0.0% 576 0 0.0% Q4 2025 Jan 30, 2026
TSFG, LLC History No change 236 23 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 04, 2026
Trifecta Capital Advisors, LLC History No change 233 23 0.0% 0.0% 578 0 0.0% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History No change 227 22 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 20, 2026
Versant Capital Management, Inc History No change 225 22 0.0% 0.0% 581 0 0.0% Q4 2025 Jan 08, 2026
Topsail Wealth Management, LLC History No change 215 21 0.0% 0.0% 582 0 0.0% Q4 2025 Feb 04, 2026
DecisionPoint Financial, LLC History New 204 20 0.0% — 583 +204 New Q4 2025 Jan 29, 2026
Ankerstar Wealth, LLC History New 200 19 0.02% — 585 +200 New Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History No change 193 19 0.0% 0.0% 584 0 0.0% Q4 2025 Jan 20, 2026
TUCKER ASSET MANAGEMENT LLC History New 190 18 0.01% — 587 +190 New Q4 2025 Feb 05, 2026
COUNTRY TRUST BANK History No change 184 18 0.0% 0.0% 586 0 0.0% Q4 2025 Jan 21, 2026
Costello Asset Management, INC History No change 175 17 0.01% 0.01% 588 0 0.0% Q4 2025 Feb 03, 2026
BARD ASSOCIATES INC History New 168 16 0.0% — 589 +168 New Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 163 16 0.0% 0.0% 590 -84 -34.01% Q4 2025 Jan 15, 2026
IFC & Insurance Marketing, Inc. History New 155 15 0.01% — 594 +155 New Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History New 154 15 0.0% — 591 +154 New Q4 2025 Jan 21, 2026
N.E.W. Advisory Services LLC History New 151 15 0.0% — 593 +151 New Q4 2025 Jan 28, 2026
HighMark Wealth Management LLC History Added to 157 15 0.01% 0.01% 592 +1 0.64% Q4 2025 Feb 05, 2026
Kilter Group LLC History Added to 145 14 0.01% 0.01% 596 +2 1.4% Q4 2025 Feb 13, 2026
Glassman Wealth Services History Added to 146 14 0.0% 0.0% 595 +1 0.69% Q4 2025 Jan 28, 2026
ORG Partners LLC History Added to 122 12 0.0% 0.0% 597 +2 1.67% Q4 2025 Jan 14, 2026
LRI Investments, LLC History No change 127 12 0.0% 0.0% 598 0 0.0% Q4 2025 Feb 04, 2026
Reyes Financial Architecture, Inc. History No change 128 12 0.01% 0.01% 599 0 0.0% Q4 2025 Jan 26, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 118 11 0.01% 0.01% 600 +31 35.63% Q4 2025 Feb 10, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 110 10 0.01% 0.01% 601 0 0.0% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History New 97 9 0.0% — 603 +97 New Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 93 9 0.0% 0.0% 602 +53 132.5% Q4 2025 Feb 18, 2026
Benson Wealth Management INC History New 85 8 0.01% — 607 +85 New Q4 2025 Feb 12, 2026
MOTCO History New 84 8 0.0% — 605 +84 New Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 85 8 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 78 8 0.0% 0.0% 606 0 0.0% Q4 2025 Feb 02, 2026
Triumph Capital Management History New 72 7 0.0% — 609 +72 New Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Reduced 77 7 0.0% 0.0% 608 -1 -1.28% Q4 2025 Feb 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 71 7 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 17, 2026
Kozak & Associates, Inc. History New 65 6 0.0% — 611 +65 New Q4 2025 Jan 12, 2026
CAMBIENT FAMILY OFFICE, LLC History New 62 6 0.0% — 613 +62 New Q4 2025 Feb 20, 2026
WOLFF WIESE MAGANA LLC History No change 64 6 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 14, 2026
1 NORTH WEALTH SERVICES LLC History New 58 5 0.0% — 615 +58 New Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History New 54 5 0.0% — 616 +54 New Q4 2025 Feb 10, 2026
Birchwood Financial Partners, Inc. History New 54 5 0.0% — 618 +54 New Q4 2025 Feb 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 54 5 0.0% 0.0% 614 -18 -25.0% Q4 2025 Feb 03, 2026
Strategic Investment Solutions, Inc. /IL History No change 56 5 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 27, 2026
VSM Wealth Advisory, LLC History Reduced 48 4 0.0% 0.0% 620 -14 -22.58% Q4 2025 Feb 06, 2026
Ulland Investment Advisors, LLC History No change 37 4 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 08, 2026
WEST PACES ADVISORS INC. History New 35 3 0.0% — 623 +35 New Q4 2025 Jan 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 32 3 0.0% 0.0% 621 0 0.0% Q4 2025 Jan 07, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 36 3 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History No change 38 3 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 28 2 0.0% 0.0% 625 +12 75.0% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History No change 21 2 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 02, 2026
Clearstead Trust, LLC History No change 23 2 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 09, 2026
Running Point Capital Advisors, LLC History No change 26 2 0.0% 0.0% 628 0 0.0% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History No change 21 2 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 20, 2026
Nemes Rush Group LLC History No change 24 2 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 11, 2026
WPG Advisers, LLC History New 20 1 0.0% — 638 +20 New Q4 2025 Jan 28, 2026
Johnson Financial Group, Inc. History New 18 1 0.0% — 631 +18 New Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 14 1 0.0% — 639 +14 New Q4 2025 Feb 09, 2026
Newbridge Financial Services Group, Inc. History No change 16 1 0.0% 0.0% 632 0 0.0% Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History No change 16 1 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 13 1 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 09, 2026
Central Pacific Bank - Trust Division History No change 12 1 0.0% 0.0% 635 0 0.0% Q4 2025 Jan 07, 2026
Millstone Evans Group, LLC History No change 19 1 0.0% 0.0% 636 0 0.0% Q4 2025 Feb 02, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 20 1 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.03% — -91,636 -100.0% Q3 2025 Nov 10, 2025
FIRST CITIZENS INVESTOR SERVICES, INC. History Closed out 0 0 — 2.41% — -63,687 -100.0% Q3 2025 Nov 04, 2025
Politan Capital Management LP History Closed out 0 0 — 0.29% — -32,315 -100.0% Q3 2025 Nov 14, 2025
Turim 21 Investimentos Ltda. History Closed out 0 0 — 2.96% — -24,721 -100.0% Q3 2025 Nov 14, 2025
HERBST GROUP, LLC History Closed out 0 0 — 1.45% — -23,921 -100.0% Q3 2025 Nov 14, 2025
STABLEFORD CAPITAL II LLC History Closed out 0 0 — 0.78% — -22,164 -100.0% Q3 2025 Oct 14, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.02% — -7,769 -100.0% Q3 2025 Nov 12, 2025
Modern Wealth Management, LLC History Closed out 0 0 — 0.01% — -5,280 -100.0% Q3 2025 Nov 12, 2025
Vestmark Advisory Solutions, Inc. History Closed out 0 0 — 0.01% — -3,578 -100.0% Q3 2025 Nov 10, 2025
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.02% — -3,578 -100.0% Q3 2025 Nov 14, 2025
BRIDGES INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.0% — -3,340 -100.0% Q3 2025 Nov 04, 2025
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -2,853 -100.0% Q3 2025 Nov 07, 2025
Endowment Wealth Management, Inc. History Closed out 0 0 — 0.12% — -2,767 -100.0% Q3 2025 Nov 06, 2025
Edge Wealth Management LLC History Closed out 0 0 — 0.05% — -2,665 -100.0% Q3 2025 Oct 14, 2025
HBK Sorce Advisory LLC History Closed out 0 0 — 0.01% — -2,341 -100.0% Q3 2025 Oct 16, 2025
Walleye Capital LLC History Closed out 0 0 — 0.0% — -2,340 -100.0% Q3 2025 Nov 14, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -2,321 -100.0% Q3 2025 Nov 12, 2025
Sequoia Financial Advisors, LLC History Closed out 0 0 — 0.0% — -2,215 -100.0% Q3 2025 Oct 29, 2025
Stegner Investment Associates Inc. History Closed out 0 0 — 0.12% — -2,150 -100.0% Q3 2025 Nov 06, 2025
NWAM LLC History Closed out 0 0 — 0.01% — -2,107 -100.0% Q3 2025 Feb 04, 2026
Keystone Financial Group History Closed out 0 0 — 0.01% — -1,767 -100.0% Q3 2025 Nov 17, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,750 -100.0% Q3 2025 Oct 07, 2025
Clarity Asset Management, Inc. History Closed out 0 0 — 0.06% — -1,165 -100.0% Q3 2025 Oct 27, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -684 -100.0% Q3 2025 Nov 06, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -527 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -298 -100.0% Q3 2025 Nov 18, 2025
Anchor Investment Management, LLC History Closed out 0 0 — 0.0% — -277 -100.0% Q3 2025 Nov 14, 2025
Crews Bank & Trust History Closed out 0 0 — 0.0% — -236 -100.0% Q3 2025 Oct 22, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -202 -100.0% Q3 2025 Nov 03, 2025
FEDERATED HERMES, INC. History Closed out 0 0 — 0.0% — -157 -100.0% Q3 2025 Nov 03, 2025
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -156 -100.0% Q3 2025 Nov 12, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -144 -100.0% Q3 2025 Oct 09, 2025
HAZLETT, BURT & WATSON, INC. History Closed out 0 0 — 0.0% — -128 -100.0% Q3 2025 Nov 04, 2025
Richardson Capital Management LLC History Closed out 0 0 — 0.01% — -113 -100.0% Q3 2025 Oct 31, 2025
SJS Investment Consulting Inc. History Closed out 0 0 — 0.0% — -98 -100.0% Q3 2025 Oct 21, 2025
Financial Life Planners History Closed out 0 0 — 0.01% — -88 -100.0% Q3 2025 Nov 13, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Nov 17, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.0% — -37 -100.0% Q3 2025 Oct 07, 2025
Dynamic Wealth Strategies, LLC History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2025 Oct 29, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Nov 06, 2025
Glen Eagle Advisors, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2025 Nov 14, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Oct 29, 2025
CDKV HOLDINGS LLC History New 6 0 — — — +6 New Q4 2025 Feb 17, 2026
Scarborough Advisors, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History Reduced 3 0 — — — -1 -25.0% Q4 2025 Jan 22, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Oct 31, 2025
DUNCKER STREETT & CO INC History No change 7 0 — — — 0 0.0% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History No change 9 0 — — — 0 0.0% Q4 2025 Jan 26, 2026
Tradewinds Capital Management, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 14, 2026
Beaird Harris Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q4 2025 Feb 23, 2026
New Millennium Group LLC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History No change 3 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
Wealth Watch Advisors, INC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
Bernard Wealth Management Corp. History No change 7 0 — — — 0 0.0% Q4 2025 Jan 15, 2026