SCHWAB STRATEGIC TRUST - 808524805

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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.
Showing first 800 of 1,563 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 297,753,417 7,157,992 4.53% 4.43% 1 +12,246,283 4.29% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Reduced 180,778,097 4,345,905 11.74% 12.03% 2 -5,677,571 -3.04% Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Reduced 156,955,279 3,773,204 7.15% 6.98% 3 -229,266 -0.15% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 111,479,482 2,679,966 5.99% 6.01% 4 +1,497,065 1.36% Q4 2025 Jan 30, 2026
Creative Planning History Added to 41,856,869 1,006,239 0.72% 0.73% 5 +927,877 2.27% Q4 2025 Feb 17, 2026
Betterment LLC History Reduced 21,860,498 525,526 1.0% 1.03% 6 -512,447 -2.29% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 20,621,877 495,749 0.54% 0.59% 7 -1,789,340 -7.98% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Reduced 20,388,995 490,337 0.67% 0.75% 8 -32,653 -0.16% Q4 2025 Mar 09, 2026
MORGAN STANLEY History Added to 18,928,150 455,032 0.03% 0.01% 9 +8,376,473 79.39% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 13,933,649 334,964 4.8% 4.53% 10 +945,930 7.28% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 13,933,424 334,959 0.39% 0.39% 11 -99,565 -0.71% Q4 2025 Jan 30, 2026
SCS Capital Management LLC History Reduced 12,527,998 301,173 3.19% 3.22% 12 -157,295 -1.24% Q4 2025 Feb 10, 2026
Ascent Advisors, LLC History New 11,910 286,316 55.13% — 13 +11,910 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Reduced 10,898,799 262,007 2.09% 2.63% 14 -10,690,235 -49.52% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 9,291,715 229,784 0.31% 0.33% 15 +78,707 0.85% Q4 2025 Jan 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 9,122,515 219,652 0.33% 0.36% 16 -47,187 -0.51% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 8,951,435 215,283 0.26% 0.27% 17 +34,152 0.38% Q4 2025 Feb 13, 2026
Orgel Wealth Management, LLC History Added to 8,932,214 214,730 4.74% 4.65% 18 +169,304 1.93% Q4 2025 Jan 07, 2026
McAdam, LLC History Added to 8,050,164 193,525 8.86% 8.39% 19 +733,816 10.03% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Added to 7,198,276 173,046 4.84% 4.46% 20 +521,172 7.81% Q4 2025 Feb 05, 2026
REBALANCE, LLC History Added to 6,884,573 165,505 9.67% 9.13% 21 +383,158 5.89% Q4 2025 Jan 15, 2026
Steele Capital Management, Inc. History Added to 6,727,377 161,726 6.94% 6.77% 22 +165,141 2.52% Q4 2025 Jan 27, 2026
Cerity Partners LLC History Added to 6,703,358 161,148 0.23% 0.25% 23 +16,837 0.25% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History Reduced 6,611,853 158,948 5.37% 5.77% 24 -576,825 -8.02% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,465,368 155,427 0.09% 0.09% 25 +826,113 14.65% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 6,184,938 148,685 0.63% 0.62% 26 +73,168 1.2% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 6,084,954 146,282 0.04% 0.04% 27 +311,086 5.39% Q4 2025 Feb 11, 2026
Gemmer Asset Management LLC History Added to 5,947,539 142,978 11.01% 10.4% 28 +407,398 7.35% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 5,920,683 142,333 11.95% 11.79% 29 +91,803 1.57% Q4 2025 Feb 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 5,918,930 142,291 0.02% 0.0% 30 +5,000,509 544.47% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 5,833,417 140,235 1.71% 1.87% 31 -549,128 -8.6% Q4 2025 Jan 21, 2026
WELLS FARGO & COMPANY/MN History Added to 5,776,689 138,871 0.03% 0.02% 32 +260,615 4.72% Q4 2025 Feb 13, 2026
Fund Evaluation Group, LLC History Added to 5,726,548 137,666 4.55% 3.96% 33 +1,022,253 21.73% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 5,623,880 135,199 0.21% 0.21% 34 -294,650 -4.98% Q4 2025 Feb 05, 2026
FMR LLC History Added to 5,271,130 126,717 0.01% 0.01% 35 +68,035 1.31% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 4,949,040 118,974 0.04% 0.03% 36 -185,666 -3.62% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,940,138 118,760 0.01% 0.01% 37 +33,167 0.68% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 4,563,437 109,705 0.83% 0.81% 38 +159,098 3.61% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 4,240,654 101,945 2.87% 2.87% 39 -83,525 -1.93% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Added to 4,194,273 100,828 1.12% 1.04% 40 +257,887 6.55% Q4 2025 Feb 02, 2026
Align Financial, LLC History New 95,750 95,750 0.06% — 41 +95,750 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 3,870,286 93,041 0.02% 0.02% 42 +244,459 6.74% Q4 2025 Feb 17, 2026
SNS Financial Group, LLC History Reduced 3,625,618 87,159 7.51% 7.41% 43 -35,242 -0.96% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 3,581,357 86,095 0.09% 0.09% 44 +315,752 9.67% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Reduced 3,522,432 84,679 1.89% 3.03% 45 -341,438 -8.84% Q4 2025 Feb 05, 2026
Charles Schwab Trust Co History Added to 3,507,462 84,319 5.54% 5.41% 46 +85,886 2.51% Q4 2025 Jan 09, 2026
BlueStem Wealth Partners, LLC History Added to 3,432,739 82,523 9.11% 8.69% 47 +171,067 5.24% Q4 2025 Feb 06, 2026
Truepoint, Inc. History Reduced 3,378,971 81,230 1.83% 1.89% 48 -116,345 -3.33% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 3,295,428 79,222 0.01% 0.01% 49 +146,730 4.66% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 3,239,037 77,866 0.01% — 50 +3,239,037 New Q4 2025 Feb 17, 2026
FOSTER & MOTLEY INC History Added to 3,098,986 74,500 3.97% 3.89% 51 +536 0.02% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 2,939,302 70,660 0.5% 0.55% 52 +125,252 4.45% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 2,938,733 70,647 0.08% 0.1% 53 +314,582 11.99% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 2,934,069 70,535 0.19% 0.2% 54 +101,035 3.57% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 2,920,967 70,220 0.17% 0.17% 55 +169,291 6.15% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 2,751,843 66,598 0.85% 0.85% 56 -41,599 -1.49% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Added to 2,680,039 64,431 0.09% 0.08% 57 +152,954 6.05% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,588,215 62,220 0.03% 0.0% 58 +2,536,570 4911.55% Q4 2025 Feb 10, 2026
OARSMAN CAPITAL, INC. History Added to 2,585,925 62,165 8.07% 7.03% 59 +431,339 20.02% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,500,594 60,114 0.02% 0.02% 60 +81,295 3.36% Q4 2025 Feb 18, 2026
Evergreen Advisors, LLC History New 2,450,245 58,903 14.37% — 61 +2,450,245 New Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 2,409,483 57,923 0.35% 0.4% 62 -5,298 -0.22% Q4 2025 Feb 17, 2026
CAPITAL ADVISORS INC/OK History Added to 2,360,248 56,740 0.91% 0.91% 63 +21,539 0.92% Q4 2025 Jan 15, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 2,330,490 56,024 12.03% 11.68% 64 +47,606 2.09% Q4 2025 Feb 10, 2026
TruNorth Capital Management, LLC History Added to 2,195,032 52,768 10.02% 10.07% 65 +9,111 0.42% Q4 2025 Feb 11, 2026
Modern Wealth Management, LLC History Reduced 2,187,258 52,581 0.96% 1.02% 66 -21,314 -0.97% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 2,037,714 48,986 0.01% 0.0% 67 +1,305,945 178.46% Q4 2025 Mar 25, 2026
Matrix Trust Co History Added to 2,021,390 48,594 8.02% 7.13% 68 +64,337 3.29% Q4 2025 Jan 13, 2026
Procyon Advisors, LLC History Reduced 1,984,987 47,719 2.36% 2.74% 69 -5,437 -0.27% Q4 2025 Jan 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,969,527 47,347 0.06% 0.06% 70 +7,859 0.4% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 1,901,550 45,713 0.26% 0.27% 71 +23,120 1.23% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,899,391 45,661 0.61% 0.58% 72 +71,249 3.9% Q4 2025 Jan 30, 2026
PITTENGER & ANDERSON INC History Added to 1,884,878 45,312 1.74% 1.58% 73 +28,646 1.54% Q4 2025 Feb 02, 2026
Goelzer Investment Management, Inc. History Reduced 1,840,603 44,248 2.05% 2.3% 74 -21,332 -1.15% Q4 2025 Jan 14, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 1,824,710 43,866 0.83% 0.9% 75 -125,248 -6.42% Q4 2025 Feb 10, 2026
FINANCIAL CONSULATE, INC History Added to 1,823,619 43,839 5.99% 5.96% 76 +9,562 0.53% Q4 2025 Jan 22, 2026
Visionary Wealth Advisors History Added to 1,823,215 43,830 1.97% 1.79% 77 +175,145 10.63% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 1,757,423 42,248 0.08% 0.06% 78 +368,186 26.5% Q4 2025 Mar 16, 2026
Pacific Sage Partners, LLC History Added to 1,638,424 39,387 6.24% 6.31% 79 +17,945 1.11% Q4 2025 Jan 16, 2026
Summit Asset Management, LLC History Added to 1,591,970 38,270 5.42% 5.66% 80 +11,645 0.74% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,546,544 37,179 0.1% 0.09% 81 +164,370 11.89% Q4 2025 Feb 05, 2026
Payne Capital Management, LLC History Added to 1,521,679 36,581 11.55% 11.2% 82 +27,510 1.84% Q4 2025 Feb 02, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 1,481,053 35,604 8.38% 8.19% 83 +48,884 3.41% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Reduced 1,466,424 35,252 0.2% 0.25% 84 -232,566 -13.69% Q4 2025 Jan 26, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 1,449,453 34,844 4.8% 4.36% 85 +43,752 3.11% Q4 2025 Jan 20, 2026
HB Wealth Management, LLC History Added to 1,436,126 34,524 0.22% 0.23% 86 +1,225 0.09% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Added to 1,406,982 33,823 0.01% 0.0% 87 +49,517 3.65% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 1,406,458 33,811 0.27% 0.32% 88 +36,765 2.68% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 1,395,650 33,551 1.22% 1.21% 89 +16,609 1.2% Q4 2025 Feb 02, 2026
Persium Advisors, LLC History Added to 1,393,328 33,495 24.17% 23.43% 90 +36,945 2.72% Q4 2025 Jan 21, 2026
BlueSky Wealth Advisors, LLC History Added to 1,372,086 32,984 4.35% 4.26% 91 +13,871 1.02% Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Added to 1,363,505 32,778 0.59% 0.28% 92 +783,113 134.93% Q4 2025 Jan 16, 2026
PINKERTON WEALTH, LLC History Added to 1,331,139 32,000 3.28% 3.32% 93 +5,509 0.42% Q4 2025 Feb 06, 2026
BCS Wealth Management History Added to 1,311,915 31,538 3.19% 3.43% 94 +658,747 100.85% Q4 2025 Jan 26, 2026
GHP Investment Advisors, Inc. History Added to 1,284,602 30,881 1.27% 1.23% 95 +29,979 2.39% Q4 2025 Jan 27, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 1,271,866 30,575 6.6% 6.56% 96 +54,666 4.49% Q4 2025 Jan 20, 2026
Courage Miller Partners, LLC History Reduced 1,250,097 30,052 9.05% 8.98% 97 -37,712 -2.93% Q4 2025 Jan 26, 2026
Krilogy Financial LLC History Reduced 1,181,408 30,043 1.02% 1.24% 98 -216,038 -15.46% Q4 2025 Jan 27, 2026
Bangor Savings Bank History Reduced 1,246,901 29,975 2.41% 2.43% 99 -6,878 -0.55% Q4 2025 Jan 16, 2026
Bleakley Financial Group, LLC History Added to 1,240,436 29,820 0.52% 0.67% 100 +382 0.03% Q4 2025 Feb 09, 2026
BALLAST ADVISORS LLC History Added to 1,223,587 29,415 8.11% 7.83% 101 +1,902 0.16% Q4 2025 Feb 03, 2026
Curi Capital, LLC History Added to 1,214,200 29,189 0.51% 0.51% 102 +23,976 2.01% Q4 2025 Feb 17, 2026
LCW Services, LLC History New 1,205,738 28,985 15.44% — 103 +1,205,738 New Q4 2025 Feb 11, 2026
Operose Advisors LLC History Added to 1,205,272 28,974 6.75% 5.81% 104 +204,467 20.43% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,181,085 28,393 0.24% 0.22% 105 -50,442 -4.1% Q4 2025 Jan 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 1,166,323 28,038 0.23% 0.22% 106 +46,985 4.2% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,164,797 28,001 0.05% 0.05% 107 +19,466 1.7% Q4 2025 Feb 17, 2026
MorganRosel Wealth Management, LLC History Added to 1,162,596 27,948 6.99% 6.94% 108 +11,632 1.01% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,151,323 27,836 0.05% 0.05% 109 +145,910 14.51% Q4 2025 Feb 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,152,306 27,701 0.49% 0.49% 110 +94,856 8.97% Q4 2025 Jan 16, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 1,151,860 27,690 0.37% 0.38% 111 -69,576 -5.7% Q4 2025 Feb 13, 2026
Boltwood Capital Management History Reduced 1,144,813 27,521 7.16% 7.1% 112 -762 -0.07% Q4 2025 Jan 02, 2026
Red Tortoise LLC History Added to 1,141,527 27,442 11.64% 11.38% 113 +14,851 1.32% Q4 2025 Jan 22, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 1,136,276 27,316 8.23% 8.03% 114 +33,544 3.04% Q4 2025 Jan 30, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 1,112,901 26,754 7.68% 7.84% 115 -5,914 -0.53% Q4 2025 Jan 27, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Added to 1,111,913 26,730 9.41% 5.7% 116 +355,013 46.9% Q4 2025 Jan 30, 2026
KEYVANTAGE WEALTH, LLC History Added to 1,107,724 26,629 11.39% 10.52% 117 +30,628 2.84% Q4 2025 Feb 10, 2026
RIVERSEDGE ADVISORS, LLC History Added to 1,106,210 26,593 4.32% 4.31% 118 +697 0.06% Q4 2025 Jan 07, 2026
JPMORGAN CHASE & CO History Added to 1,099,954 26,442 0.0% 0.0% 119 +198,048 21.96% Q4 2025 Feb 11, 2026
Black Diamond Financial, LLC History Added to 1,086,615 26,122 2.75% 2.54% 120 +112,785 11.58% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History Reduced 1,086,262 26,113 3.07% 3.03% 121 -38,368 -3.41% Q4 2025 Jan 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 1,084,813 26,078 1.08% 1.06% 122 +2,770 0.26% Q4 2025 Feb 09, 2026
SHERMAN PORFOLIOS, LLC History Added to 1,081,058 25,988 1.77% 0.14% 123 +1,063,983 6231.23% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 1,078,430 25,925 1.14% 1.04% 124 +29,649 2.83% Q4 2025 Feb 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 1,066,203 25,631 2.77% 2.83% 125 +29,580 2.85% Q4 2025 Feb 11, 2026
Wedmont Private Capital History Added to 1,035,169 25,485 0.89% 0.88% 126 +34,334 3.43% Q4 2025 Jan 08, 2026
Revolve Wealth Partners, LLC History Added to 1,048,663 25,209 2.96% 2.89% 127 +14,803 1.43% Q4 2025 Jan 20, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 1,039,149 24,981 1.87% 1.81% 128 +41,798 4.19% Q4 2025 Feb 04, 2026
WealthPlan Investment Management, LLC History Added to 1,037,777 24,948 1.59% 1.58% 129 +14,050 1.37% Q4 2025 Feb 05, 2026
BUSH INVESTMENT GROUP, LLC History Added to 1,035,545 24,894 13.93% 14.05% 130 +17,189 1.69% Q4 2025 Mar 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,007,458 24,219 0.3% 0.29% 131 -79,466 -7.31% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Added to 1,003,572 24,125 2.24% 2.16% 132 +103,488 11.5% Q4 2025 Feb 03, 2026
Savant Capital, LLC History Reduced 1,000,139 24,043 0.14% 0.15% 133 -27,507 -2.68% Q4 2025 Feb 10, 2026
FSM Wealth Advisors, LLC History Added to 987,311 23,734 3.25% 2.94% 134 +94,057 10.53% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 976,959 23,486 0.09% 0.09% 135 +119,604 13.95% Q4 2025 Feb 18, 2026
Main Street Financial Solutions, LLC History Reduced 975,483 23,450 1.76% 1.49% 136 -21,924 -2.2% Q4 2025 Feb 17, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 965,779 23,217 11.42% 10.92% 137 -16,704 -1.7% Q4 2025 Feb 09, 2026
ZynergyRetirementPlanningLLC History Added to 940,599 22,612 13.91% 13.77% 138 +2,658 0.28% Q4 2025 Jan 09, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 926,736 22,278 7.29% 7.4% 139 +19,833 2.19% Q4 2025 Jan 15, 2026
Farther Finance Advisors, LLC History Added to 918,231 22,074 0.24% 0.24% 140 +231,871 33.78% Q4 2025 Jan 23, 2026
Rosenberg Matthew Hamilton History Added to 915,089 21,998 4.56% 4.44% 141 +33,314 3.78% Q4 2025 Jan 05, 2026
Northeast Financial Group, Inc. History Added to 910,948 21,900 4.95% 5.21% 142 +12,488 1.39% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 865,264 20,800 0.75% 0.74% 143 +28,460 3.4% Q4 2025 Jan 27, 2026
FLC Capital Advisors History Added to 862,249 20,728 3.83% 3.57% 144 +69,750 8.8% Q4 2025 Feb 11, 2026
APPLETON PARTNERS INC/MA History Reduced 860,686 20,691 1.36% 1.35% 145 -3,676 -0.43% Q4 2025 Jan 09, 2026
Sylvest Advisors, LLC History Reduced 860,077 20,676 11.03% 10.83% 146 -6,285 -0.73% Q4 2025 Jan 20, 2026
Noble Family Wealth, LLC History Added to 853,571 20,519 4.33% 4.38% 147 +433 0.05% Q4 2025 Jan 07, 2026
World Investment Advisors History Added to 848,866 20,406 0.33% 0.38% 148 +41,659 5.16% Q4 2025 Mar 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 847,154 20,366 0.26% 0.26% 149 -3,506 -0.41% Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History Added to 835,210 20,077 2.78% 3.01% 150 +543 0.07% Q4 2025 Jan 23, 2026
Fortis Capital Advisors, LLC History Added to 820,523 19,725 2.91% 2.93% 151 +25,414 3.2% Q4 2025 Jan 27, 2026
Curbstone Financial Management Corp History Added to 814,205 19,573 3.74% 3.53% 152 +25,730 3.26% Q4 2025 Jan 23, 2026
Alliance Wealth Management Group History Reduced 810,666 19,488 4.28% 4.25% 153 -10,587 -1.29% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 810,666 19,488 3.07% 3.07% 154 -10,587 -1.29% Q4 2025 Jan 21, 2026
Boyd Wealth Management, LLC History Added to 809,521 19,460 8.25% 7.75% 155 +35,869 4.64% Q4 2025 Jan 28, 2026
WealthShield Partners, LLC History Reduced 805,920 19,375 2.14% 2.17% 156 -16,308 -1.98% Q4 2025 Feb 03, 2026
eCIO, Inc. History Added to 804,318 19,335 9.0% 6.46% 157 +60,537 8.14% Q4 2025 Jan 20, 2026
Apriem Advisors History Reduced 798,579 19,197 1.76% 1.81% 158 -23,243 -2.83% Q4 2025 Feb 13, 2026
Essex LLC History Added to 792,746 19,057 3.38% 3.26% 159 +19,185 2.48% Q4 2025 Jan 20, 2026
Cornerstone Wealth Advisors, Inc. History Added to 788,361 18,952 4.41% 3.96% 160 +85,410 12.15% Q4 2025 Jan 14, 2026
LIBRA WEALTH LLC History Reduced 788,292 18,950 5.3% 5.57% 161 -7,990 -1.0% Q4 2025 Jan 28, 2026
Stokes Family Office, LLC History Added to 781,989 18,799 1.72% 1.73% 162 +727 0.09% Q4 2025 Feb 18, 2026
Broadleaf Partners, LLC History Added to 781,520 18,787 3.96% 3.79% 163 +1,087 0.14% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 771,325 18,542 0.1% — 164 +771,325 New Q4 2025 Feb 18, 2026
Soltis Investment Advisors LLC History Added to 767,512 18,450 1.22% 1.17% 165 +41,622 5.73% Q4 2025 Apr 02, 2026
Opus Capital Group, LLC History Reduced 760,433 18,281 1.98% 2.12% 166 -49,748 -6.14% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 760,144 18,273 0.01% 0.01% 167 +84,685 12.54% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 759,862 18,267 0.74% 0.69% 168 +26,652 3.63% Q4 2025 Feb 09, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 759,394 18,255 0.36% 0.38% 169 -68,931 -8.32% Q4 2025 Feb 05, 2026
Invst, LLC History Added to 747,274 17,964 1.95% 1.9% 170 +27,672 3.85% Q4 2025 Feb 11, 2026
Denver PWM, LLC History No change 810,881 17,920 5.98% 5.59% 171 0 0.0% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 744,794 17,904 0.43% 0.45% 172 -13,421 -1.77% Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Reduced 682,595 17,726 0.41% 0.41% 173 -5,712 -0.83% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History Added to 736,470 17,704 3.73% 3.69% 174 +15,995 2.22% Q4 2025 Jan 29, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 733,484 17,632 0.66% 0.65% 175 -8,007 -1.08% Q4 2025 Feb 13, 2026
Garde Capital, Inc. History Reduced 725,541 17,442 1.03% 0.85% 176 -27,947 -3.71% Q4 2025 Feb 10, 2026
Sherwood Financial Partners, LLC History Reduced 719,597 17,299 14.91% 14.65% 177 -2,003 -0.28% Q4 2025 Feb 18, 2026
Compound Planning, Inc. History Added to 713,934 17,162 0.5% 0.53% 178 +8,852 1.26% Q4 2025 Feb 19, 2026
Downshift Financial, LLC History New 673,329 17,092 10.54% — 179 +673,329 New Q4 2025 Mar 11, 2026
Guardian Financial Partners, LLC History Reduced 706,530 16,984 7.16% 7.37% 181 -43,778 -5.83% Q4 2025 Jan 14, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History No change 706,500 16,984 1.86% 1.8% 180 0 0.0% Q4 2025 Feb 12, 2026
WBH ADVISORY INC History Added to 701,765 16,870 1.25% 1.2% 182 +24,617 3.64% Q4 2025 Jan 26, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 697,117 16,758 7.33% 5.39% 183 +183,082 35.62% Q4 2025 Feb 05, 2026
Brady Martz Wealth Solutions, LLC History Reduced 686,395 16,500 2.91% 2.98% 184 -19,792 -2.8% Q4 2025 Jan 15, 2026
Ascension Capital Advisors, Inc. History Added to 686,216 16,496 5.66% 3.59% 185 +289,885 73.14% Q4 2025 Feb 10, 2026
Certified Advisory Corp History Added to 684,846 16,463 1.5% 1.45% 186 +27,949 4.25% Q4 2025 Jan 12, 2026
Asset Allocation Strategies LLC History Added to 681,798 16,390 3.03% 2.96% 187 +39,280 6.11% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 680,326 16,355 1.17% 1.07% 188 +59,083 9.51% Q4 2025 Feb 11, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 674,054 16,204 2.04% 2.04% 189 -8,423 -1.23% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 672,889 16,176 0.01% 0.01% 190 +248,976 58.73% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 690,664 16,115 0.05% 0.05% 191 +44,789 6.93% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Added to 670,057 16,108 3.18% 3.03% 192 +21,387 3.3% Q4 2025 Jan 28, 2026
Momentous Wealth Management, Inc. History Added to 662,494 15,926 9.03% 9.25% 193 +35,621 5.68% Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History Added to 659,652 15,858 1.3% 1.28% 194 +14,656 2.27% Q4 2025 Feb 12, 2026
Elgethun Capital Management History Added to 657,812 15,813 2.73% 2.55% 195 +58,729 9.8% Q4 2025 Feb 10, 2026
Fort Point Capital Partners LLC History Added to 625,533 15,669 1.76% 1.62% 196 +35,228 5.97% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 650,677 15,642 0.0% 0.0% 197 +530,701 442.34% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 648,721 15,595 0.03% 0.03% 198 +121,347 23.01% Q4 2025 Feb 17, 2026
Intergy Private Wealth, LLC History Added to 647,531 15,566 4.7% 4.67% 199 +6,611 1.03% Q4 2025 Jan 22, 2026
Johnson Financial Group, LLC History Added to 646,379 15,538 0.96% 1.07% 200 +143,434 28.52% Q4 2025 Feb 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 642,809 15,453 0.23% 0.24% 201 -7,946 -1.22% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Added to 637,275 15,320 0.08% 0.07% 202 +61,359 10.65% Q4 2025 Jan 29, 2026
Envision Financial LLC History Added to 630,636 15,160 8.01% 7.79% 203 +46,759 8.01% Q4 2025 Jan 07, 2026
Seneca Financial Advisors LLC History Added to 624,458 15,011 4.57% 4.32% 204 +56,598 9.97% Q4 2025 Jan 26, 2026
Hanson & Doremus Investment Management History Reduced 623,303 14,984 1.8% 1.84% 205 -4,585 -0.73% Q4 2025 Jan 20, 2026
Financial Management Professionals, Inc. History Reduced 613,494 14,748 1.52% 1.59% 206 -41,596 -6.35% Q4 2025 Jan 27, 2026
Freestate Advisors LLC History Reduced 609,909 14,662 11.92% 12.0% 207 -4,573 -0.74% Q4 2025 Jan 12, 2026
MYECFO, LLC History Reduced 598,757 14,394 6.11% 6.46% 208 -11,550 -1.89% Q4 2025 Jan 12, 2026
Brooklyn FI, LLC History Added to 583,881 14,036 3.0% 2.71% 209 +62,976 12.09% Q4 2025 Jan 21, 2026
Meridian Wealth Management, LLC History Added to 576,948 13,869 0.49% 0.5% 210 +14,621 2.6% Q4 2025 Feb 04, 2026
Powers Advisory Group, LLC History Added to 572,593 13,765 5.18% 5.1% 211 +22,000 4.0% Q4 2025 Jan 22, 2026
RWA WEALTH PARTNERS, LLC History Added to 572,435 13,761 0.15% 0.13% 212 +72,458 14.49% Q4 2025 Feb 12, 2026
Bell Investment Advisors, Inc History Added to 571,232 13,732 2.17% 2.08% 213 +24,611 4.5% Q4 2025 Feb 24, 2026
Blue Barn Wealth, LLC History Reduced 566,917 13,628 19.85% 9.64% 214 -375,198 -39.83% Q4 2025 Feb 10, 2026
VALICENTI ADVISORY SERVICES INC History Added to 562,453 13,521 2.83% 2.1% 215 +141,942 33.75% Q4 2025 Jan 16, 2026
Sightline Wealth Advisors, LLC History Added to 562,138 13,513 5.76% 5.69% 216 +20,472 3.78% Q4 2025 Jan 26, 2026
CCG WEALTH MANAGEMENT, LLC History Reduced 560,586 13,476 5.77% 6.23% 217 -6,993 -1.23% Q4 2025 Jan 21, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 559,379 13,447 4.73% 4.78% 218 -4,212 -0.75% Q4 2025 Feb 17, 2026
Brand Asset Management Group, Inc. History Reduced 558,370 13,423 3.75% 3.85% 219 -29,540 -5.02% Q4 2025 Feb 11, 2026
Holistic Financial Partners History Added to 553,411 13,304 4.82% 5.08% 220 +20,785 3.9% Q4 2025 Jan 07, 2026
Creekside Partners History Added to 548,010 13,174 5.57% 5.5% 221 +11,607 2.16% Q4 2025 Feb 13, 2026
TPG Advisors LLC History Added to 546,957 13,148 8.18% 8.1% 222 +18,249 3.45% Q4 2025 Jan 21, 2026
Brightwater Advisory LLC History Added to 546,043 13,126 8.87% 8.67% 223 +3,978 0.73% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 536,550 12,899 0.02% 0.01% 224 +114,708 27.19% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Reduced 536,293 12,892 0.05% 0.06% 225 -51,247 -8.72% Q4 2025 Feb 13, 2026
Leeward Financial Partners, LLC History Reduced 534,407 12,847 3.61% 3.56% 226 -2,778 -0.52% Q4 2025 Feb 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 533,566 12,826 0.07% 0.07% 227 +12,121 2.32% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Added to 533,172 12,817 0.3% 0.3% 228 +6,521 1.24% Q4 2025 Feb 02, 2026
Signet Investment Advisory Group, Inc. History Added to 525,450 12,631 5.87% 5.8% 229 +6,906 1.33% Q4 2025 Feb 12, 2026
White & Co Financial Planning Inc History Reduced 523,022 12,573 9.4% 9.17% 230 -242 -0.05% Q4 2025 Jan 20, 2026
Zhang Financial LLC History Added to 518,515 12,465 0.46% 0.48% 231 +6,002 1.17% Q4 2025 Feb 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 507,808 12,207 0.77% 0.78% 232 -4,500 -0.88% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 507,185 12,192 0.12% 0.13% 233 -55,146 -9.81% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 481,092 12,171 0.3% 0.28% 234 +27,802 6.13% Q4 2025 Jan 28, 2026
Gleason Group, Inc. History Added to 503,580 12,106 1.19% 1.06% 235 +49,574 10.92% Q4 2025 Jan 15, 2026
Vivaldi Capital Management LP History Added to 503,059 12,093 1.64% 1.6% 236 +15,936 3.27% Q4 2025 Feb 13, 2026
Fort Vancouver Investment Management, LLC History Reduced 497,224 11,953 6.39% 6.43% 237 -112 -0.02% Q4 2025 Feb 06, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 487,735 11,725 5.0% 4.96% 238 -8,450 -1.7% Q4 2025 Jan 22, 2026
Livet Wealth, LLC History New 487,148 11,711 7.21% — 239 +487,148 New Q4 2025 Feb 13, 2026
Jacobsen Capital Management History Added to 482,197 11,592 3.79% 3.72% 240 +11,270 2.39% Q4 2025 Jan 26, 2026
Focus Financial Network, Inc. History Added to 477,959 11,490 0.4% 0.38% 241 +21,655 4.75% Q4 2025 Jan 12, 2026
Roble, Belko & Company, Inc History Reduced 476,214 11,448 1.5% 1.58% 242 -23,400 -4.68% Q4 2025 Jan 12, 2026
Seros Financial, LLC History Added to 475,062 11,420 6.7% 6.41% 243 +20,252 4.45% Q4 2025 Feb 06, 2026
OPPENHEIMER & CO INC History Added to 468,247 11,256 0.16% 0.1% 244 +102,521 28.03% Q4 2025 Feb 02, 2026
SigFig Wealth Management, LLC History Reduced 464,507 11,242 0.34% 0.35% 245 -19,698 -4.07% Q4 2025 Jan 16, 2026
Nalls Sherbakoff Group, LLC History Reduced 462,101 11,108 8.01% 8.21% 246 -60,722 -11.61% Q4 2025 Mar 12, 2026
Fairway Financial, LLC History Added to 459,898 11,055 8.34% 8.05% 247 +21,207 4.83% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Added to 459,327 11,042 0.23% 0.24% 248 +19,598 4.46% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 452,539 10,879 0.27% 0.18% 249 +142,187 45.81% Q4 2025 Jan 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 451,785 10,860 1.91% 2.11% 250 -20,238 -4.29% Q4 2025 Jan 21, 2026
Gradient Capital Advisors, LLC History Reduced 448,349 10,778 2.78% 2.83% 251 -5,837 -1.29% Q4 2025 Feb 06, 2026
HILL ISLAND FINANCIAL LLC History Reduced 446,269 10,728 2.57% 2.67% 252 -13,828 -3.01% Q4 2025 Jan 22, 2026
Roberts Wealth Advisors, LLC History Added to 444,053 10,675 2.79% 2.5% 253 +40,802 10.12% Q4 2025 Jan 13, 2026
Bank of New York Mellon Corp History Added to 443,838 10,669 0.0% 0.0% 254 +28,537 6.87% Q4 2025 Feb 10, 2026
CONQUIS FINANCIAL LLC History Added to 440,221 10,582 9.1% 9.33% 255 +16,930 4.0% Q4 2025 Feb 11, 2026
Vision Capital Management, Inc. History Reduced 439,109 10,556 1.27% 1.29% 256 -11,483 -2.55% Q4 2025 Jan 27, 2026
Capital Advantage, Inc. History Added to 435,130 10,460 1.41% 1.28% 257 +68,459 18.67% Q4 2025 Jan 07, 2026
Baird Financial Group, Inc. History Added to 432,759 10,403 0.02% 0.02% 258 +2,164 0.5% Q4 2025 Feb 13, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 425,003 10,217 3.13% 3.15% 259 +5,888 1.4% Q4 2025 Feb 12, 2026
BANK HAPOALIM BM History No change 422,900 10,171 0.88% 1.21% 260 0 0.0% Q4 2025 Feb 17, 2026
IMA Advisory Services, Inc. History Added to 420,687 10,113 0.97% 0.98% 261 +3,263 0.78% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Added to 418,372 10,057 0.12% 0.12% 262 +8,395 2.05% Q4 2025 Jan 26, 2026
Capital Investment Counsel, LLC History Added to 415,357 9,985 1.39% 1.36% 263 +17,577 4.42% Q4 2025 Feb 02, 2026
Compass Advisory Group LLC History Added to 407,877 9,805 2.65% 2.59% 264 +11,222 2.83% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History New 405,792 9,755 0.45% — 265 +405,792 New Q4 2025 Feb 17, 2026
Chesapeake Wealth Management History Added to 399,606 9,606 2.86% 2.81% 266 +3,464 0.87% Q4 2025 Feb 03, 2026
Kelman-Lazarov, Inc. History Added to 398,594 9,582 1.37% 1.37% 267 +1,988 0.5% Q4 2025 Jan 26, 2026
CX Institutional History Added to 395,264 9,502 0.28% 0.27% 268 +10,980 2.86% Q4 2025 Feb 02, 2026
Arnold Financial Planning LLC History New 393,633 9,462 9.75% — 269 +393,633 New Q4 2025 Jan 27, 2026
James J. Burns & Company, LLC History Added to 393,248 9,453 1.3% 1.34% 270 +5,847 1.51% Q4 2025 Jan 23, 2026
Sage Financial Management Group, Inc. History Reduced 389,442 9,362 2.86% 2.9% 271 -949 -0.24% Q4 2025 Feb 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 387,890 9,324 0.18% 0.18% 272 +12,431 3.31% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History Reduced 384,809 9,250 0.37% 0.37% 273 -4,908 -1.26% Q4 2025 Jan 30, 2026
Sequoia Financial Advisors, LLC History Added to 384,221 9,236 0.05% 0.04% 274 +70,500 22.47% Q4 2025 Feb 03, 2026
Barden Capital Management, Inc. History Added to 379,456 9,122 7.49% 6.93% 275 +21,108 5.89% Q4 2025 Jan 06, 2026
Mill Creek Capital Advisors, LLC History Reduced 378,508 9,099 0.19% 0.22% 276 -82,833 -17.95% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 378,426 9,097 0.01% 0.01% 277 -12,226 -3.13% Q4 2025 Feb 17, 2026
Pitcairn Wealth Advisors LLC History New 374,946 9,013 0.81% — 278 +374,946 New Q4 2025 Feb 13, 2026
Athena Investment Management History Added to 374,454 9,001 4.61% 4.53% 279 +595 0.16% Q4 2025 Feb 12, 2026
Trinity Financial Advisors LLC History Added to 371,298 8,926 2.5% 2.45% 280 +6,139 1.68% Q4 2025 Jan 13, 2026
Dynamic Advisor Solutions LLC History Reduced 370,829 8,914 0.29% 0.25% 281 -1,725 -0.46% Q4 2025 Jan 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 370,085 8,896 0.89% 0.92% 282 -9,665 -2.55% Q4 2025 Jan 27, 2026
BAILARD, INC. History Reduced 367,702 8,839 0.2% 0.19% 283 -1,449 -0.39% Q4 2025 Feb 04, 2026
Thrive Wealth Management, LLC History Added to 364,637 8,765 1.29% 1.1% 284 +51,684 16.51% Q4 2025 Jan 12, 2026
Summit Financial, LLC History Added to 358,677 8,622 0.13% 0.1% 285 +83,927 30.55% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 357,855 8,602 0.1% 0.08% 286 +50,281 16.35% Q4 2025 Feb 05, 2026
Legacy Private Trust Co. History Added to 357,653 8,597 0.5% 0.49% 287 +4,967 1.41% Q4 2025 Jan 08, 2026
Stratos Wealth Advisors, LLC History Added to 355,556 8,547 0.41% 0.39% 288 +4,112 1.17% Q4 2025 Jan 20, 2026
GILL CAPITAL PARTNERS, LLC History Added to 354,168 8,514 2.58% 2.18% 289 +48,253 15.77% Q4 2025 Feb 10, 2026
Winthrop Capital Management, LLC History Added to 354,164 8,514 1.98% 1.95% 290 +7,915 2.29% Q4 2025 Feb 10, 2026
Kohmann Bosshard Financial Services, LLC History Added to 349,901 8,411 0.75% 0.82% 291 +7,373 2.15% Q4 2025 Jan 30, 2026
MA Private Wealth History Added to 349,370 8,398 1.4% 1.34% 292 +6,595 1.92% Q4 2025 Feb 03, 2026
Redhawk Wealth Advisors, Inc. History Added to 348,768 8,384 0.94% 0.5% 293 +164,238 89.0% Q4 2025 Jan 14, 2026
Firestone Capital Management History Added to 346,722 8,335 1.77% 1.73% 294 +2,283 0.66% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 346,629 8,332 0.03% — 295 +346,629 New Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Added to 346,297 8,324 0.47% 0.47% 296 +1,166 0.34% Q4 2025 Jan 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 343,411 8,255 0.0% 0.0% 297 +14,196 4.31% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Reduced 343,201 8,250 0.56% 0.58% 298 -10,555 -2.98% Q4 2025 Jan 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 342,933 8,244 0.26% 0.26% 299 -2,576 -0.75% Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Reduced 342,102 8,224 0.15% 0.15% 300 -13,777 -3.87% Q4 2025 Feb 11, 2026
CRA Financial Services, LLC History Added to 338,257 8,131 1.06% 1.06% 301 +3,872 1.16% Q4 2025 Jan 16, 2026
Newman Dignan & Sheerar, Inc. History Added to 337,928 8,123 1.69% 1.65% 302 +9,060 2.75% Q4 2025 Jan 22, 2026
Wealth Architects, LLC History Reduced 335,089 8,055 0.73% 0.74% 303 -3,237 -0.96% Q4 2025 Feb 17, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 332,252 7,987 1.52% 1.58% 304 -36,592 -9.92% Q4 2025 Feb 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 330,110 7,935 0.1% 0.1% 306 -7,014 -2.08% Q4 2025 Jan 22, 2026
BOK Financial Private Wealth, Inc. History Added to 330,094 7,935 0.49% 0.48% 305 +18 0.01% Q4 2025 Feb 06, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 326,461 7,848 2.28% 2.17% 307 +7,139 2.24% Q4 2025 Feb 12, 2026
Cooke Wealth Management, LLC History New 310,210 7,758 6.77% — 308 +310,210 New Q4 2025 Jan 21, 2026
Davis Capital Management History Added to 320,833 7,712 5.31% 5.02% 309 +9,882 3.18% Q4 2025 Jan 28, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 318,997 7,668 5.03% 4.83% 310 -4,981 -1.54% Q4 2025 Jan 22, 2026
Investment Planning Advisors, Inc. History Added to 318,498 7,656 2.23% 2.08% 311 +34,933 12.32% Q4 2025 Jan 20, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 316,423 7,606 1.23% 1.23% 312 +13,889 4.59% Q4 2025 Feb 11, 2026
Weinberger Asset Management, Inc History Reduced 313,005 7,524 2.71% 2.74% 313 -11,767 -3.62% Q4 2025 Feb 09, 2026
BCK Partners, Inc. History Reduced 311,778 7,495 4.05% 4.06% 314 -11,780 -3.64% Q4 2025 Jan 28, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 309,248 7,434 0.26% 0.24% 315 0 0.0% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Added to 303,429 7,294 0.49% 0.45% 316 +22,770 8.11% Q4 2025 Jan 08, 2026
Stonekeep Investments, LLC History Reduced 300,613 7,227 4.62% 4.47% 317 -2,195 -0.72% Q4 2025 Jan 07, 2026
Leverty Financial Group, LLC History Added to 297,405 7,149 1.71% 1.79% 318 +715 0.24% Q4 2025 Jan 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 297,338 7,147 0.17% 0.17% 319 -3,760 -1.25% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 295,291 7,098 0.14% 0.16% 320 +1,521 0.52% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 294,393 7,077 0.4% 0.42% 321 -49,800 -14.47% Q4 2025 Feb 06, 2026
Retirement Planning Group, LLC History Reduced 294,231 7,073 0.23% 0.24% 322 -6,974 -2.32% Q4 2025 Feb 03, 2026
Modera Wealth Management, LLC History Added to 292,678 7,035 0.08% 0.07% 323 +15,452 5.57% Q4 2025 Jan 21, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 292,089 7,021 2.18% 2.57% 324 +29,630 11.29% Q4 2025 Jan 08, 2026
Vestwell Advisors, LLC History Reduced 291,561 7,009 1.04% 12.9% 325 -1,262,371 -81.24% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 289,852 6,968 0.06% 0.04% 326 +84,681 41.27% Q4 2025 Jan 26, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Reduced 288,771 6,942 3.08% 3.69% 327 -74,712 -20.55% Q4 2025 Jan 20, 2026
Peak Wealth Management LLC History New 287,228 6,904 5.77% — 328 +287,228 New Q4 2025 Feb 04, 2026
Vise Technologies, Inc. History Added to 285,716 6,868 0.13% 0.13% 329 +140,182 96.32% Q4 2025 Feb 11, 2026
AA Financial Advisors, LLC History Reduced 284,865 6,848 1.27% 1.32% 330 -3,658 -1.27% Q4 2025 Jan 14, 2026
SVB WEALTH LLC History Added to 283,866 6,824 0.4% 0.35% 331 +1,113 0.39% Q4 2025 Feb 04, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 283,324 6,811 0.57% 0.51% 332 +24,547 9.49% Q4 2025 Jan 15, 2026
&PARTNERS History Added to 280,357 6,810 0.04% 0.0% 333 +259,695 1256.87% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 280,541 6,744 0.16% 0.08% 334 +155,968 125.2% Q4 2025 Jan 29, 2026
Tudor Financial Inc. History Added to 279,345 6,715 3.44% 3.42% 335 +3,200 1.16% Q4 2025 Feb 13, 2026
Facet Wealth, Inc. History Added to 260,273 6,681 0.12% 0.1% 336 +51,830 24.87% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 277,545 6,672 0.0% 0.0% 337 +825 0.3% Q4 2025 Feb 12, 2026
Plus Group Wealth Advisors LLC History New 275,605 6,625 7.35% — 338 +275,605 New Q4 2025 Feb 05, 2026
Blueprint Financial Advisors LLC History Reduced 273,754 6,581 1.0% 1.47% 339 -18,962 -6.48% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Reduced 273,562 6,576 0.7% 0.96% 340 -18,975 -6.49% Q4 2025 Feb 17, 2026
Schwallier Wealth Management LLC History Reduced 258,078 6,565 4.19% 4.0% 341 -17,457 -6.34% Q4 2025 Feb 11, 2026
L.K. Benson & Company, P.C. History Reduced 272,770 6,557 3.29% 3.46% 342 -2,711 -0.98% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Added to 268,993 6,466 1.55% 1.47% 343 +23,385 9.52% Q4 2025 Jan 12, 2026
Triad Wealth Partners, LLC History Added to 268,092 6,444 0.61% 0.79% 344 +6,197 2.37% Q4 2025 Jan 22, 2026
L2 Asset Management, LLC History Added to 266,657 6,410 0.86% 0.53% 345 +108,619 68.73% Q4 2025 Feb 17, 2026
Rockbridge Investment Management, LCC History Reduced 266,025 6,395 0.59% 0.67% 346 -27,054 -9.23% Q4 2025 Feb 04, 2026
Advisory Services Network, LLC History Added to 264,454 6,357 0.09% 0.08% 347 +18,940 7.71% Q4 2025 Feb 17, 2026
Bond & Devick Financial Network, Inc. History Added to 262,374 6,307 1.78% 1.8% 348 +5,149 2.0% Q4 2025 Jan 14, 2026
Clearstead Advisors, LLC History Reduced 260,661 6,266 0.08% 0.08% 349 -4,310 -1.63% Q4 2025 Feb 09, 2026
Armbruster Capital Management, Inc. History Reduced 260,252 6,256 1.05% 1.03% 350 -196 -0.08% Q4 2025 Jan 23, 2026
Berger Financial Group, Inc History Added to 255,774 6,148 0.36% 0.35% 351 +908 0.36% Q4 2025 Jan 27, 2026
Leisure Capital Management History Reduced 255,113 6,132 2.03% 2.04% 352 -786 -0.31% Q4 2025 Jan 27, 2026
JPL Wealth Management, LLC History Reduced 251,841 6,054 1.47% 1.4% 353 -1,102 -0.44% Q4 2025 Feb 12, 2026
WARNER FINANCIAL, INC History Added to 251,663 6,050 2.1% 2.05% 354 +15,404 6.52% Q4 2025 Jan 21, 2026
Armor Investment Advisors, LLC History Reduced 250,251 6,016 2.21% 1.97% 355 -16,159 -6.07% Q4 2025 Feb 05, 2026
OneAscent Financial Services LLC History Added to 249,752 6,004 0.55% 0.05% 357 +232,435 1342.24% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Reduced 249,788 6,004 0.03% 0.03% 356 -1,898 -0.75% Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 248,765 5,980 0.16% 0.15% 358 +15,593 6.69% Q4 2025 Feb 13, 2026
Fortis Capital Management LLC History Added to 246,697 5,930 0.78% 0.73% 359 +23,271 10.42% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Added to 242,404 5,827 0.18% 0.17% 360 +5,414 2.28% Q4 2025 Feb 10, 2026
Alpha Omega Wealth Management LLC History Added to 241,390 5,803 0.96% 0.93% 361 +418 0.17% Q4 2025 Jan 22, 2026
Milestone Investment Advisors LLC History Added to 237,163 5,701 1.38% 1.33% 362 +7,042 3.06% Q4 2025 Feb 11, 2026
Bishop & Co Investment Management, LLC History Reduced 236,690 5,690 1.88% 1.86% 363 -1,596 -0.67% Q4 2025 Jan 21, 2026
Hurley Capital, LLC History Added to 235,240 5,655 3.16% 2.83% 364 +19,003 8.79% Q4 2025 Feb 17, 2026
Allen Capital Group, LLC History Added to 235,071 5,651 0.52% 0.48% 365 +16,696 7.65% Q4 2025 Feb 09, 2026
Phil A. Younker & Associates, Ltd. History Added to 234,637 5,640 3.93% 3.95% 366 +13,081 5.9% Q4 2025 Jan 27, 2026
Seek First Inc. History Added to 232,695 5,593 3.86% 3.79% 367 +6,428 2.84% Q4 2025 Jan 30, 2026
Acropolis Investment Management, LLC History Reduced 232,636 5,592 0.25% 0.26% 368 -1,800 -0.77% Q4 2025 Jan 14, 2026
Advisors Capital Management, LLC History Reduced 232,596 5,591 0.07% 0.07% 369 -558 -0.24% Q4 2025 Jan 29, 2026
DAVIS R M INC History No change 231,974 5,576 0.1% 0.09% 370 0 0.0% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History Added to 231,186 5,557 0.2% 0.15% 371 +90,075 63.83% Q4 2025 Feb 09, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 230,986 5,552 1.85% 1.62% 372 +32,614 16.44% Q4 2025 Jan 26, 2026
Orcam Financial Group History Added to 226,896 5,454 4.09% 4.24% 373 +1,583 0.7% Q4 2025 Feb 06, 2026
Summit Financial Strategies, Inc. History Reduced 224,678 5,401 0.44% 0.53% 374 -43,280 -16.15% Q4 2025 Jan 27, 2026
Valpey Financial Services, LLC History Reduced 221,193 5,317 3.39% 3.41% 375 -2,463 -1.1% Q4 2025 Mar 04, 2026
Liberty Capital Management, Inc. History Added to 218,914 5,262 0.98% 0.91% 376 +11,706 5.65% Q4 2025 Jan 26, 2026
WT Wealth Management History Added to 218,410 5,250 1.51% 1.45% 377 +1,820 0.84% Q4 2025 Feb 02, 2026
Breakwater Investment Management History Added to 216,224 5,198 1.88% 1.84% 378 +2,142 1.0% Q4 2025 Feb 02, 2026
Intelligence Driven Advisers, LLC History Reduced 216,133 5,195 0.74% 0.71% 379 -4,388 -1.99% Q4 2025 Jan 23, 2026
Upper Left Wealth Management, LLC History Added to 214,971 5,167 3.15% 3.04% 380 +6,868 3.3% Q4 2025 Jan 22, 2026
Savvy Advisors, Inc. History Added to 212,967 5,119 0.17% 0.2% 381 +28,029 15.16% Q4 2025 Jan 20, 2026
CGN Advisors LLC History Added to 212,343 5,104 0.4% 0.38% 382 +14,073 7.1% Q4 2025 Jan 05, 2026
Waterford Advisors, LLC History Added to 212,113 5,099 1.99% 1.7% 383 +305 0.14% Q4 2025 Feb 20, 2026
Five Oceans Advisors History Reduced 209,389 5,033 1.78% 1.8% 384 -936 -0.45% Q4 2025 Jan 16, 2026
Koshinski Asset Management, Inc. History Added to 209,167 5,028 0.32% 0.32% 385 +2,071 1.0% Q4 2025 Feb 03, 2026
SWS Partners History Added to 208,613 5,015 1.21% 1.18% 386 +1,165 0.56% Q4 2025 Jan 16, 2026
Grant Street Asset Management, Inc. History Added to 207,684 4,992 1.01% 0.99% 387 +6,563 3.26% Q4 2025 Jan 28, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 207,270 4,982 2.24% 2.25% 388 +5,315 2.63% Q4 2025 Jan 28, 2026
Tradewinds Capital Management, LLC History Added to 206,464 4,963 1.05% 1.0% 389 +14,708 7.67% Q4 2025 Jan 14, 2026
Integrated Wealth Concepts LLC History Reduced 206,090 4,954 0.06% 0.06% 390 -59,228 -22.32% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 191,057 4,917 0.32% 0.31% 391 -2,479 -1.28% Q4 2025 Jan 23, 2026
Independent Solutions Wealth Management, LLC History Reduced 200,165 4,811 0.88% 0.85% 392 -6,250 -3.03% Q4 2025 Feb 05, 2026
RHS Financial, LLC History Reduced 200,076 4,809 2.35% 2.51% 393 -7,509 -3.62% Q4 2025 Jan 16, 2026
Yanni & Associates Investment Advisors, LLC History New 200,036 4,808 4.81% — 394 +200,036 New Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History Added to 198,129 4,763 1.01% 0.99% 395 +5,293 2.74% Q4 2025 Feb 10, 2026
Curtis Advisory Group, LLC History Added to 198,073 4,761 1.0% 1.0% 396 +9,196 4.87% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 197,686 4,752 0.11% 0.11% 397 -588 -0.3% Q4 2025 Feb 04, 2026
Beacon Wealthcare LLC History Reduced 196,171 4,715 1.62% 1.61% 398 -431 -0.22% Q4 2025 Jan 06, 2026
LifePlan Investment Advisors, Inc. History Added to 195,153 4,691 1.91% 1.9% 399 +941 0.48% Q4 2025 Feb 09, 2026
Strategic Financial Planning, Inc. History Added to 195,099 4,690 2.67% 2.63% 400 +96 0.05% Q4 2025 Feb 17, 2026
Womack Financial LLC History Added to 194,866 4,684 3.46% 3.41% 401 +1,582 0.82% Q4 2025 Feb 10, 2026
Madison Wealth Partners, Inc History Added to 194,374 4,672 0.85% 0.52% 402 +80,849 71.22% Q4 2025 Feb 10, 2026
Tempus Wealth Planning, LLC History Added to 193,986 4,663 1.07% 1.0% 403 +6,211 3.31% Q4 2025 Jan 16, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 192,341 4,623 0.51% 0.49% 404 +6,587 3.55% Q4 2025 Feb 18, 2026
Mutual Advisors, LLC History Reduced 191,925 4,613 0.1% 0.1% 405 -1,040 -0.54% Q4 2025 Feb 02, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 190,864 4,588 0.79% 0.74% 406 +7,466 4.07% Q4 2025 Jan 26, 2026
Friday Financial History Reduced 190,382 4,576 1.61% 2.56% 407 -72,318 -27.53% Q4 2025 Jan 09, 2026
Diversified Enterprises, LLC History Added to 189,388 4,552 0.27% 0.25% 408 +27,474 16.97% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History Reduced 188,712 4,536 0.52% 0.57% 409 -1,423 -0.75% Q4 2025 Jan 12, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 187,984 4,519 1.42% 0.48% 410 +101,213 116.64% Q4 2025 Feb 02, 2026
Foster Group, Inc. History Added to 186,629 4,486 0.14% 0.13% 411 +9,059 5.1% Q4 2025 Jan 12, 2026
LVW Advisors, LLC History Added to 186,136 4,474 0.45% 0.43% 412 +7,214 4.03% Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Added to 186,051 4,472 0.1% 0.1% 413 +23,011 14.11% Q4 2025 Feb 06, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 185,168 4,451 0.07% 0.07% 414 -1,290 -0.69% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Reduced 185,125 4,450 0.24% 0.24% 415 -581 -0.31% Q4 2025 Jan 20, 2026
KOM Wealth Management Group, LLC History Added to 184,936 4,445 3.14% 2.8% 416 +25,775 16.19% Q4 2025 Jan 23, 2026
BRIGHTON JONES LLC History Added to 184,269 4,429 0.16% 0.09% 417 +18,378 11.08% Q4 2025 Jan 27, 2026
Apollon Wealth Management, LLC History Added to 184,016 4,423 0.08% 0.07% 418 +4,471 2.49% Q4 2025 Jan 22, 2026
Ancora Advisors LLC History Added to 180,715 4,344 0.09% 0.08% 419 +2,253 1.26% Q4 2025 Feb 17, 2026
Attessa Capital LLC History Reduced 178,279 4,285 2.34% 2.51% 420 -4,798 -2.62% Q4 2025 Jan 06, 2026
IEQ CAPITAL, LLC History Added to 178,239 4,284 0.01% 0.01% 422 +27,955 18.6% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 178,226 4,284 0.15% 0.15% 421 -5,688 -3.09% Q4 2025 Feb 10, 2026
Carnegie Investment Counsel History Added to 177,801 4,274 0.08% 0.02% 423 +142,502 403.7% Q4 2025 Jan 23, 2026
Avalon Advisory Group History No change 177,646 4,270 1.74% 1.68% 424 0 0.0% Q4 2025 Jan 29, 2026
NWAM LLC History Added to 169,211 4,247 0.24% 0.21% 425 +2,580 1.55% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History Reduced 176,404 4,240 0.08% 0.18% 426 -202,685 -53.47% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 176,122 4,233 0.07% 0.08% 427 +16,660 10.45% Q4 2025 Feb 19, 2026
BLAIR WILLIAM & CO/IL History Reduced 175,147 4,210 0.01% 0.01% 428 -4,421 -2.46% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 174,724 4,200 0.09% 0.1% 429 +76 0.04% Q4 2025 Jan 27, 2026
Clearwater Capital Advisors, LLC History Added to 172,156 4,138 0.34% 0.33% 430 +3,490 2.07% Q4 2025 Feb 09, 2026
Global Strategic Investment Solutions, LLC History Reduced 170,909 4,108 0.4% 0.4% 431 -342 -0.2% Q4 2025 Jan 29, 2026
Blackhawk Capital Partners, LLC History Added to 170,751 4,104 1.54% 1.32% 432 +25,123 17.25% Q4 2025 Feb 04, 2026
Cambridge Financial Group, LLC History Added to 193,443 4,027 1.4% 1.35% 433 +12,623 6.98% Q4 2025 Jan 09, 2026
Orion Porfolio Solutions, LLC History Added to 167,165 4,018 0.03% 0.03% 434 +245 0.15% Q4 2025 Feb 12, 2026
Hamrick Investment Counsel, llc History New 167,007 4,014 2.99% — 435 +167,007 New Q4 2025 Mar 31, 2026
Peak Financial Management, Inc. History Reduced 166,485 4,002 1.03% 1.04% 436 -3,255 -1.92% Q4 2025 Jan 23, 2026
AIRE ADVISORS, LLC History Added to 165,374 3,975 0.73% 0.69% 437 +1,671 1.02% Q4 2025 Feb 17, 2026
CAP Partners, LLC History Added to 164,630 3,957 2.24% 2.11% 438 +4,719 2.95% Q4 2025 Feb 04, 2026
Elm Partners Management LLC History Added to 163,644 3,933 0.18% 0.18% 439 +8,762 5.66% Q4 2025 Feb 10, 2026
Grey Ledge Advisors, LLC History Added to 162,854 3,915 0.89% 0.82% 440 +6,553 4.19% Q4 2025 Feb 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 157,319 3,912 0.18% 0.22% 441 -3,107 -1.94% Q4 2025 Feb 03, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 162,616 3,909 0.25% 0.25% 442 -747 -0.46% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History Added to 161,301 3,877 1.29% 1.26% 443 +2,036 1.28% Q4 2025 Jan 23, 2026
Plum Street Advisors, LLC History Reduced 160,547 3,859 1.37% 1.48% 444 -3,845 -2.34% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 160,169 3,850 0.03% 0.03% 445 +371 0.23% Q4 2025 Feb 13, 2026
Uptown Financial Advisors LLC History Added to 159,015 3,822 2.74% 2.91% 446 +7,050 4.64% Q4 2025 Jan 23, 2026
Sollinda Capital Management LLC History Added to 158,644 3,813 0.97% 0.86% 447 +23,627 17.5% Q4 2025 Jan 15, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 157,034 3,775 0.31% 0.31% 448 -3,993 -2.48% Q4 2025 Feb 06, 2026
Clearview Wealth Advisors LLC History Reduced 155,890 3,747 2.37% 2.35% 449 -1,829 -1.16% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 154,447 3,712 0.41% 0.38% 450 +11,297 7.89% Q4 2025 Jan 20, 2026
SeaCrest Wealth Management, LLC History Reduced 150,145 3,696 0.37% 0.38% 451 -2,012 -1.32% Q4 2025 Jan 12, 2026
Pure Financial Advisors, LLC History Added to 153,551 3,691 0.67% 0.05% 452 +25,226 19.66% Q4 2025 Mar 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 153,368 3,686 0.05% 0.05% 453 +2,199 1.45% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 152,801 3,673 0.11% 0.12% 454 -292 -0.19% Q4 2025 Feb 13, 2026
Veridan Wealth LLC History Added to 152,251 3,660 1.23% 1.19% 455 +3,622 2.44% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 151,832 3,650 1.12% 0.01% 456 +151,505 46331.8% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 151,643 3,645 0.01% 0.01% 457 +13,049 9.42% Q4 2025 Jan 29, 2026
Csenge Advisory Group History Added to 150,381 3,615 0.16% 0.15% 458 +12,945 9.42% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History Added to 148,069 3,559 0.39% 0.37% 459 +5,210 3.65% Q4 2025 Jan 23, 2026
May Hill Capital, LLC History Added to 147,838 3,554 0.46% 0.53% 460 +70,291 90.64% Q4 2025 Feb 05, 2026
North Forty Two & Co. History Added to 147,564 3,547 3.35% 3.25% 461 +4,700 3.29% Q4 2025 Feb 09, 2026
Pioneer Wealth Management Group History Added to 147,516 3,546 1.08% 1.03% 462 +10,650 7.78% Q4 2025 Jan 12, 2026
Port Capital LLC History Added to 146,892 3,531 0.15% 0.14% 463 +3,875 2.71% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 146,753 3,527 0.0% 0.0% 464 -5,603 -3.68% Q4 2025 Feb 17, 2026
Seaside Wealth Management, Inc. History Added to 146,201 3,514 1.0% 1.0% 465 +962 0.66% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 144,674 3,477 0.05% 0.06% 466 -26,947 -15.7% Q4 2025 Jan 20, 2026
Payne Capital LLC History Added to 144,616 3,476 3.54% 3.4% 467 +455 0.32% Q4 2025 Jan 20, 2026
Avior Wealth Management, LLC History Added to 144,273 3,468 0.11% 0.11% 468 +492 0.34% Q4 2025 Jan 06, 2026
TRUIST FINANCIAL CORP History Added to 143,323 3,445 0.0% 0.0% 469 +3,636 2.6% Q4 2025 Feb 02, 2026
Caprock Group, LLC History Reduced 141,571 3,403 0.07% 0.12% 470 -72,763 -33.95% Q4 2025 Jan 28, 2026
GARRISON POINT ADVISORS, LLC History Added to 141,202 3,394 1.5% 1.23% 471 +14,851 11.75% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Reduced 139,001 3,341 0.29% 0.3% 472 -5,274 -3.66% Q4 2025 Feb 06, 2026
Ballast Financial Advisors LLC History New 138,794 3,336 3.43% — 473 +138,794 New Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 136,993 3,293 0.09% 0.09% 474 -2,493 -1.79% Q4 2025 Jan 12, 2026
Integrated Advisors Network LLC History Reduced 136,897 3,290 0.15% 0.15% 475 -17,935 -11.58% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Added to 128,350 3,263 1.32% 0.85% 476 +43,478 51.23% Q4 2025 Feb 11, 2026
Evensky & Katz LLC History Added to 134,679 3,238 0.18% 0.17% 477 +5,944 4.62% Q4 2025 Feb 05, 2026
STEVENS CAPITAL PARTNERS History Added to 130,872 3,146 0.82% 0.11% 478 +114,677 708.1% Q4 2025 Jan 27, 2026
Freestone Capital Holdings, LLC History Added to 130,639 3,140 0.09% 0.09% 479 +5,246 4.18% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History New 128,561 3,111 0.09% — 480 +128,561 New Q4 2025 Feb 13, 2026
HORAN Wealth, LLC History Added to 129,020 3,101 0.48% 0.46% 481 +3,138 2.49% Q4 2025 Feb 04, 2026
Sand Hill Global Advisors, LLC History Reduced 126,255 3,035 0.11% 0.11% 482 -5,240 -3.98% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 125,297 3,012 0.06% 0.06% 483 +10,156 8.82% Q4 2025 Feb 09, 2026
MADDEN SECURITIES Corp History Reduced 124,532 2,993 0.91% 0.9% 484 -2,188 -1.73% Q4 2025 Feb 04, 2026
Nelson Capital Management, LLC History Reduced 124,032 2,981 0.35% 0.36% 485 -5,546 -4.28% Q4 2025 Feb 10, 2026
SHUTTLEWORTH & Co History Added to 123,649 2,972 2.72% 2.57% 486 +2,044 1.68% Q4 2025 Feb 13, 2026
MOTIVE WEALTH ADVISORS History Reduced 123,306 2,964 1.26% 1.28% 487 -4,684 -3.66% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History Added to 123,188 2,961 0.01% 0.0% 488 +18,325 17.48% Q4 2025 Feb 12, 2026
MONEYWISE, INC. History Added to 123,043 2,957 1.23% 0.19% 489 +105,252 591.6% Q4 2025 Feb 05, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 122,557 2,946 2.01% 2.02% 490 -3,180 -2.53% Q4 2025 Feb 02, 2026
D.B. Root & Company, LLC History Added to 122,493 2,944 0.72% 0.71% 491 +1,772 1.47% Q4 2025 Feb 03, 2026
Dorato Capital Management History New 117,371 2,935 2.2% — 492 +117,371 New Q4 2025 Jan 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 121,548 2,922 0.0% — 493 +121,548 New Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 121,559 2,922 0.33% 0.34% 494 -2,179 -1.76% Q4 2025 Jan 14, 2026
Capital Analysts, LLC History Added to 121,256 2,915 0.09% 0.08% 495 +10,848 9.83% Q4 2025 Feb 11, 2026
Simplicity Wealth,LLC History Added to 121,020 2,909 0.17% 0.16% 496 +5,161 4.45% Q4 2025 Jan 30, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 120,794 2,903 1.01% 1.0% 497 +3,075 2.61% Q4 2025 Jan 27, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 120,607 2,899 0.33% 0.34% 498 -1,352 -1.11% Q4 2025 Feb 12, 2026
Arcataur Capital Management LLC History Reduced 120,331 2,892 0.83% 0.85% 499 -3,917 -3.15% Q4 2025 Jan 27, 2026
Embree Financial Group History Reduced 119,917 2,882 0.35% 0.4% 500 -9,640 -7.44% Q4 2025 Jan 14, 2026
Revisor Wealth Management LLC History Added to 116,585 2,873 0.77% 0.47% 502 +58,074 99.25% Q4 2025 Jan 27, 2026
ProVise Management Group, LLC History Reduced 119,521 2,873 0.2% 0.21% 501 -3,534 -2.87% Q4 2025 Jan 29, 2026
Per Stirling Capital Management, LLC. History Added to 119,081 2,862 0.32% 0.33% 503 +213 0.18% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 118,271 2,843 0.0% 0.0% 504 +37,420 46.28% Q4 2025 Feb 06, 2026
Cannon Wealth Management Services, LLC History Added to 117,057 2,814 1.99% 1.59% 505 +26,788 29.68% Q4 2025 Jan 27, 2026
MBE Wealth Management, LLC History Added to 115,977 2,788 1.17% 1.15% 506 +1,550 1.35% Q4 2025 Jan 21, 2026
Enclave Advisors LLC History Added to 115,480 2,776 0.39% 0.37% 507 +10,243 9.73% Q4 2025 Jan 14, 2026
Concurrent Investment Advisors, LLC History Added to 115,459 2,775 0.03% 0.04% 508 +9,383 8.85% Q4 2025 Jan 29, 2026
Whitcomb & Hess, Inc. History Added to 111,429 2,771 0.65% 0.64% 509 +4,702 4.41% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 114,285 2,747 0.17% 0.19% 510 -5,259 -4.4% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 112,785 2,711 0.05% 0.05% 511 +10,668 10.45% Q4 2025 Feb 06, 2026
Wrenne Financial Planning LLC History Reduced 112,402 2,702 1.1% 1.22% 512 -9,918 -8.11% Q4 2025 Feb 10, 2026
Family Legacy Financial Solutions, LLC History Added to 111,817 2,688 2.07% 1.66% 513 +18,883 20.32% Q4 2025 Jan 20, 2026
Aspiring Ventures, LLC History Added to 111,042 2,669 0.91% 0.84% 514 +5,642 5.35% Q4 2025 Jan 27, 2026
1900 WEALTH MANAGEMENT LLC History Added to 110,444 2,655 0.17% 0.17% 515 +2,878 2.68% Q4 2025 Jan 20, 2026
Marquette Asset Management, LLC History Reduced 109,640 2,635 0.39% 0.39% 516 -406 -0.37% Q4 2025 Jan 16, 2026
Wealthspire Retirement, LLC History Reduced 107,741 2,590 0.16% 0.16% 517 -766 -0.71% Q4 2025 Feb 18, 2026
Long Island Wealth Management, Inc. History Reduced 107,257 2,578 1.22% 1.23% 518 -1,127 -1.04% Q4 2025 Jan 21, 2026
VERITY Wealth Advisors History Reduced 106,769 2,566 1.59% 1.57% 519 -209 -0.2% Q4 2025 Jan 07, 2026
CERTUITY, LLC History Reduced 106,494 2,560 0.16% 0.2% 520 -20,703 -16.28% Q4 2025 Jan 30, 2026
BSW Wealth Partners History Reduced 106,321 2,555 0.31% 0.32% 521 -2,583 -2.37% Q4 2025 Jan 23, 2026
Axos Invest Inc. History Reduced 106,006 2,548 1.87% 2.49% 522 -36,541 -25.63% Q4 2025 Jan 23, 2026
Omega Financial Group, LLC History Reduced 105,790 2,543 0.84% 0.83% 523 -1,630 -1.52% Q4 2025 Jan 28, 2026
Global Financial Private Client, LLC History No change 105,453 2,535 0.89% 0.87% 524 0 0.0% Q4 2025 Jan 27, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 105,196 2,528 0.61% 0.6% 525 +255 0.24% Q4 2025 Jan 20, 2026
XY Planning Network, Inc. History Added to 105,123 2,527 0.44% 0.11% 526 +90,001 595.17% Q4 2025 Jan 26, 2026
American Financial Advisors, LLC History Reduced 105,010 2,524 0.33% 0.36% 527 -13,636 -11.49% Q4 2025 Feb 03, 2026
PFG Advisors History Added to 104,338 2,508 0.12% 0.02% 528 +79,207 315.18% Q4 2025 Jan 27, 2026
St. Louis Trust Co History Added to 104,310 2,507 0.29% 0.29% 529 +2,894 2.85% Q4 2025 Feb 09, 2026
Blossom Wealth Management History Reduced 103,452 2,486 4.1% 4.07% 530 -4,743 -4.38% Q4 2025 Jan 16, 2026
Johnson Bixby & Associates, LLC History Reduced 102,743 2,469 0.31% 0.32% 531 -3,644 -3.43% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Added to 101,834 2,464 0.09% 0.06% 532 +60,509 146.42% Q4 2025 Feb 13, 2026
Roundview Capital LLC History Added to 101,763 2,446 0.15% 0.15% 533 +1,514 1.51% Q4 2025 Feb 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 101,712 2,445 0.29% 0.29% 534 +759 0.75% Q4 2025 Jan 12, 2026
Murphy & Mullick Capital Management Corp History Reduced 101,595 2,442 1.76% 1.77% 535 -1,098 -1.07% Q4 2025 Feb 10, 2026
Stewardship Advisors, LLC History Added to 99,422 2,390 0.55% 0.44% 537 +19,788 24.85% Q4 2025 Jan 15, 2026
BIP Wealth, LLC History Added to 99,435 2,390 0.08% 0.11% 536 +4,527 4.77% Q4 2025 Jan 21, 2026
VANGUARD GROUP INC History Added to 98,201 2,360 0.0% 0.0% 538 +12,635 14.77% Q4 2025 Jan 29, 2026
Robbins Farley History Reduced 97,978 2,355 1.07% 1.05% 539 -10,832 -9.95% Q4 2025 Jan 23, 2026
Clear Retirement Advice LLC History New 90,634 2,331 1.81% — 540 +90,634 New Q4 2025 Feb 24, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 95,856 2,304 1.07% 1.09% 541 -401 -0.42% Q4 2025 Jan 15, 2026
Red Door Wealth Management, LLC History Added to 95,469 2,295 0.24% 0.23% 542 +4,306 4.72% Q4 2025 Jan 20, 2026
Tactive Advisors, LLC History Added to 95,375 2,292 0.67% 0.5% 543 +20,008 26.55% Q4 2025 Jan 09, 2026
Cambridge Advisors Inc. History Added to 94,875 2,280 0.43% 0.43% 544 +302 0.32% Q4 2025 Jan 21, 2026
Amicus Financial Advisors, LLC History New 94,562 2,273 0.63% — 546 +94,562 New Q4 2025 Mar 02, 2026
WEST PACES ADVISORS INC. History No change 94,577 2,273 0.44% 0.44% 545 0 0.0% Q4 2025 Jan 21, 2026
Expressive Wealth LLC History New 94,198 2,264 2.44% — 547 +94,198 New Q4 2025 Feb 09, 2026
True North Advisors, LLC History New 93,415 2,245 0.29% — 548 +93,415 New Q4 2025 Jan 22, 2026
Elser Financial Planning, Inc History Added to 93,304 2,243 1.62% 2.64% 549 +2 0.0% Q4 2025 Jan 15, 2026
CDKV HOLDINGS LLC History New 93,272 2,242 1.88% — 550 +93,272 New Q4 2025 Feb 17, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 92,137 2,214 0.74% 0.99% 551 -27,275 -22.84% Q4 2025 Jan 27, 2026
Wilkins Miller Wealth Management, LLC History Added to 91,964 2,210 1.32% 1.08% 552 +17,118 22.87% Q4 2025 Jan 21, 2026
FIDUCIARY TRUST CO History Reduced 91,811 2,207 0.03% 0.03% 553 -9,825 -9.67% Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Added to 88,941 2,138 0.18% 0.18% 554 +1,766 2.03% Q4 2025 Feb 09, 2026
Kearns & Associates LLC History Added to 88,010 2,115 1.09% 1.07% 555 +1,250 1.44% Q4 2025 Jan 08, 2026
Affinity Capital Advisors, LLC History Added to 87,339 2,099 0.29% 0.32% 556 +16 0.02% Q4 2025 Jan 09, 2026
NESTEGG ADVISORS, INC. History Added to 86,556 2,080 1.78% 1.64% 557 +7,059 8.88% Q4 2025 Jan 21, 2026
EVOKE WEALTH, LLC History Added to 86,313 2,074 0.04% 0.04% 558 +2,424 2.89% Q4 2025 Feb 06, 2026
AWM CAPITAL, LLC History Reduced 85,852 2,063 0.19% 0.18% 559 -700 -0.81% Q4 2025 Feb 17, 2026
SGL Investment Advisors, Inc. History Added to 81,105 2,059 0.82% 0.7% 560 +10,309 14.56% Q4 2025 Feb 06, 2026
Kingsview Wealth Management, LLC History Reduced 85,151 2,047 0.03% 0.12% 561 -241,689 -73.95% Q4 2025 Feb 09, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 84,349 2,027 0.54% 0.53% 562 +2,319 2.83% Q4 2025 Feb 11, 2026
Warwick Investment Management, Inc. History Added to 83,377 2,004 0.31% 0.32% 563 +3,084 3.84% Q4 2025 Jan 15, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 83,327 2,003 0.43% 0.39% 564 +7,471 9.85% Q4 2025 Jan 26, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 83,009 1,995 0.94% 1.02% 565 -8,355 -9.14% Q4 2025 Feb 13, 2026
Passive Capital Management, LLC. History Added to 82,405 1,981 0.62% 0.61% 566 +1,440 1.78% Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Added to 80,675 1,939 0.13% 0.13% 567 +1,304 1.64% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Added to 80,635 1,938 0.01% 0.01% 568 +3,186 4.11% Q4 2025 Feb 12, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 80,604 1,937 0.44% 0.44% 569 -399 -0.49% Q4 2025 Jan 14, 2026
Janney Montgomery Scott LLC History Reduced 80,415 1,933 0.0% 0.0% 570 -2,363 -2.85% Q4 2025 Feb 11, 2026
Aegis Wealth Management LLC History Added to 80,301 1,930 1.09% 0.98% 571 +1,696 2.16% Q4 2025 Jan 14, 2026
Robinhood Asset Management, LLC History New 80,054 1,924 0.15% — 572 +80,054 New Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Reduced 79,961 1,922 0.01% 0.01% 573 -6,560 -7.58% Q4 2025 Feb 02, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 77,554 1,921 0.43% 0.46% 574 +313 0.41% Q4 2025 Feb 04, 2026
NorthRock Partners, LLC History Added to 79,681 1,915 0.03% 0.03% 575 +18,158 29.51% Q4 2025 Feb 17, 2026
Meramec Financial Planners, LLC History New 73,682 1,913 0.75% — 576 +73,682 New Q4 2025 Feb 10, 2026
HC Advisors, LLC History Reduced 79,471 1,910 1.32% 1.32% 577 -1,425 -1.76% Q4 2025 Feb 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 79,409 1,908 0.06% 0.06% 578 -4,637 -5.52% Q4 2025 Jan 14, 2026
MidWestOne Financial Group, Inc. History No change 79,156 1,902 0.21% 0.22% 579 0 0.0% Q4 2025 Feb 12, 2026
Ballast Rock Private Wealth LLC History New 78,937 1,897 1.19% — 580 +78,937 New Q4 2025 Feb 04, 2026
Owen LaRue, LLC History Added to 78,762 1,893 0.72% 0.69% 581 +3,109 4.11% Q4 2025 Feb 05, 2026
Integrity Investment Advisors, LLC History New 78,651 1,890 1.04% — 582 +78,651 New Q4 2025 Feb 13, 2026
IF Advisors, LLC History New 78,365 1,883 1.53% — 583 +78,365 New Q4 2025 Feb 10, 2026
Carrera Capital Advisors History Reduced 77,963 1,874 0.32% 0.33% 584 -584 -0.74% Q4 2025 Jan 30, 2026
OAK FAMILY ADVISORS, LLC History Reduced 77,684 1,867 0.51% 0.45% 585 -488 -0.62% Q4 2025 Feb 03, 2026
Diversified Trust Co History Added to 77,648 1,866 0.03% 0.03% 586 +7,036 9.96% Q4 2025 Jan 09, 2026
Elevated Financial Group LLC History New 77,517 1,863 0.64% — 587 +77,517 New Q4 2025 Jan 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 77,235 1,856 0.1% 0.11% 588 +1,415 1.87% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 75,977 1,826 0.1% 0.1% 589 +1,370 1.84% Q4 2025 Jan 12, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 75,468 1,814 0.62% 0.65% 591 -5,981 -7.34% Q4 2025 Jan 05, 2026
Aspen Investment Management Inc History Added to 75,459 1,814 0.55% 0.67% 590 +654 0.87% Q4 2025 Feb 06, 2026
Ironwood Wealth Management, LLC. History Reduced 74,912 1,800 0.53% 0.58% 592 -77 -0.1% Q4 2025 Feb 02, 2026
Brickley Wealth Management History Added to 74,390 1,788 0.3% 0.3% 593 +1,042 1.42% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 74,120 1,781 0.0% 0.0% 594 -4,201 -5.36% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History Reduced 73,832 1,775 0.2% 0.2% 595 -2,693 -3.52% Q4 2025 Jan 21, 2026
Lee Financial Co History Reduced 73,578 1,768 0.24% 0.22% 596 -3,473 -4.51% Q4 2025 Jan 22, 2026
Quadrature Capital Ltd History Added to 72,978 1,754 0.02% 0.01% 597 +52,983 264.98% Q4 2025 Feb 17, 2026
Cynosure Group, LLC History Added to 72,811 1,750 0.18% 0.18% 598 +1,618 2.27% Q4 2025 Feb 17, 2026
Private Capital Management, LLC History Reduced 72,767 1,749 0.16% 0.15% 599 -191 -0.26% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Reduced 72,277 1,737 0.11% 0.12% 600 -1,707 -2.31% Q4 2025 Feb 18, 2026
FinDec Wealth Services, Inc. History Reduced 71,698 1,723 1.85% 1.74% 601 -478 -0.66% Q4 2025 Feb 09, 2026
Dorsey & Whitney Trust CO LLC History Added to 71,407 1,716 0.09% 0.08% 602 +7,295 11.38% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 71,113 1,709 0.0% 0.0% 603 +8,992 14.47% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Added to 70,979 1,706 0.05% 0.05% 604 +303 0.43% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 70,658 1,698 0.02% 0.01% 605 +18,069 34.36% Q4 2025 Jan 15, 2026
Alaska Wealth Advisors, LLC History Added to 70,334 1,690 0.22% 0.19% 606 +9,163 14.98% Q4 2025 Feb 13, 2026
Brio Consultants, LLC History Added to 69,938 1,681 0.22% 0.19% 607 +11,184 19.04% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Reduced 69,882 1,679 0.06% 0.06% 608 -2,438 -3.37% Q4 2025 Jan 13, 2026
Great Waters Wealth Management History Added to 69,651 1,674 0.18% 0.19% 609 +1,228 1.79% Q4 2025 Jan 15, 2026
Mascagni Wealth Management, Inc. History Added to 69,409 1,668 1.24% 1.16% 611 +4,722 7.3% Q4 2025 Feb 11, 2026
FIDUCIENT ADVISORS LLC History Added to 69,392 1,668 0.21% 0.18% 610 +1,710 2.53% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 68,889 1,656 0.04% 0.02% 612 +42,631 162.35% Q4 2025 Feb 04, 2026
Koss-Olinger Consulting, LLC History Added to 68,501 1,647 0.13% 0.12% 613 +770 1.14% Q4 2025 Feb 10, 2026
Apella Capital, LLC History Added to 67,452 1,621 0.03% 0.03% 614 +2,926 4.53% Q4 2025 Jan 21, 2026
Diversified Investment Strategies, LLC History Reduced 66,845 1,606 1.05% 1.04% 615 -1,098 -1.62% Q4 2025 Feb 09, 2026
WLTH Capital Management, LLC History New 59,827 1,584 1.23% — 616 +59,827 New Q4 2025 Feb 24, 2026
Greenhouse Wealth Management, LLC History Added to 64,938 1,561 0.92% 0.89% 617 +1,147 1.8% Q4 2025 Jan 21, 2026
Ballentine Partners, LLC History Added to 64,815 1,558 0.02% 0.01% 618 +18,388 39.61% Q4 2025 Feb 03, 2026
SteelPeak Wealth, LLC History Added to 64,274 1,545 0.05% 0.05% 619 +2,521 4.08% Q4 2025 Jan 20, 2026
TFO Wealth Partners, LLC History Added to 63,817 1,534 0.23% 0.24% 620 +1,187 1.9% Q4 2025 Feb 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 63,319 1,522 0.17% 0.17% 621 -1,750 -2.69% Q4 2025 Jan 22, 2026
Rehmann Capital Advisory Group History Added to 63,158 1,518 0.08% 0.04% 622 +29,480 87.53% Q4 2025 Mar 04, 2026
Planned Solutions, Inc. History Added to 63,033 1,515 0.49% 0.5% 623 +836 1.34% Q4 2025 Jan 28, 2026
Abacus Planning Group, Inc. History Reduced 62,896 1,512 0.2% 0.2% 624 -594 -0.94% Q4 2025 Jan 16, 2026
White Pine Investment CO History Reduced 62,775 1,509 0.36% 0.35% 625 -138 -0.22% Q4 2025 Jan 28, 2026
WJ Financial Advisors LLC History Added to 62,511 1,502 1.34% 1.33% 627 +3,680 6.26% Q4 2025 Feb 02, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 62,500 1,502 0.19% 0.19% 626 0 0.0% Q4 2025 Jan 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 62,323 1,498 0.16% 0.12% 628 +13,948 28.83% Q4 2025 Jan 29, 2026
Advyzon Investment Management, LLC History Added to 62,326 1,498 0.17% 0.25% 629 +349 0.56% Q4 2025 Feb 13, 2026
FDx Advisors, Inc. History Reduced 61,936 1,489 0.76% 0.47% 630 -4,712 -7.07% Q4 2025 Feb 10, 2026
GC Wealth Management RIA, LLC History Reduced 61,597 1,480 0.05% 0.19% 632 -182,697 -74.79% Q4 2025 Jan 30, 2026
Clark Asset Management, LLC History Reduced 61,603 1,480 0.15% 0.22% 633 -20,878 -25.31% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Added to 61,568 1,480 0.0% 0.0% 631 +5,180 9.19% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History Added to 61,382 1,475 0.69% 0.5% 634 +16,327 36.24% Q4 2025 Jan 20, 2026
Anchor Investment Management, LLC History Reduced 61,063 1,467 0.12% 0.12% 635 -164 -0.27% Q4 2025 Feb 26, 2026
Pathstone Holdings, LLC History New 60,804 1,461 0.01% — 636 +60,804 New Q4 2025 Feb 13, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 11,071 1,456 0.7% 0.46% 637 -29,632 -72.8% Q4 2025 Jan 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 60,459 1,453 0.01% 0.0% 638 +35,108 138.49% Q4 2025 Feb 06, 2026
Westmount Partners, LLC History Added to 60,411 1,452 0.36% 0.36% 639 +171 0.28% Q4 2025 Jan 15, 2026
PRINCIPAL SECURITIES, INC. History Added to 59,957 1,441 0.02% 0.02% 640 +1,776 3.05% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 59,867 1,439 0.04% 0.05% 641 -8,175 -12.01% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 59,438 1,428 0.14% 0.13% 642 +6,040 11.31% Q4 2025 Feb 11, 2026
J.W. COLE ADVISORS, INC. History Added to 64,686 1,413 0.03% 0.02% 643 +11,013 20.52% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Reduced 58,644 1,409 0.04% 0.04% 644 -1,048 -1.76% Q4 2025 Jan 30, 2026
Asset Dedication, LLC History Reduced 58,601 1,408 0.09% 0.09% 645 -502 -0.85% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Added to 58,561 1,407 0.03% 0.03% 646 +866 1.5% Q4 2025 Jan 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 58,358 1,402 0.47% 0.47% 647 -152 -0.26% Q4 2025 Jan 22, 2026
Keel Point, LLC History Reduced 57,857 1,390 0.08% 0.08% 648 -234 -0.4% Q4 2025 Feb 12, 2026
FF Advisors,LLC History Added to 57,305 1,377 0.61% 0.4% 650 +20,998 57.83% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 57,285 1,377 0.01% 0.01% 649 -18,817 -24.73% Q4 2025 Feb 13, 2026
Victrix Investment Advisors History New 57,005 1,370 0.53% — 651 +57,005 New Q4 2025 Feb 11, 2026
DV Trading LLC History New 56,900 1,367 0.04% — 653 +56,900 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 56,902 1,367 0.0% 0.0% 652 -8,799 -13.39% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History Added to 56,713 1,363 0.13% 0.12% 654 +669 1.19% Q4 2025 Jan 12, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 56,612 1,360 0.1% 0.1% 655 +576 1.03% Q4 2025 Feb 12, 2026
Sunburst Financial Group, LLC History Reduced 56,425 1,356 0.27% 0.28% 656 -427 -0.75% Q4 2025 Jan 21, 2026
Abound Wealth Management History Reduced 56,355 1,354 0.32% 0.35% 657 -3,400 -5.69% Q4 2025 Jan 12, 2026
RCW Management, LLC History New 56,229 1,351 1.36% — 658 +56,229 New Q4 2025 Jan 30, 2026
Rossmore Private Capital History No change 56,094 1,348 0.12% 0.14% 659 0 0.0% Q4 2025 Feb 05, 2026
Traction Financial Partners, LLC History Reduced 56,051 1,347 0.8% 0.83% 660 -1,721 -2.98% Q4 2025 Jan 29, 2026
ACCESS FINANCIAL SERVICES, INC. History Added to 55,553 1,335 0.49% 0.47% 661 +323 0.58% Q4 2025 Jan 21, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 55,336 1,330 0.07% 0.06% 662 +2,254 4.25% Q4 2025 Feb 17, 2026
Smallwood Wealth Investment Management, LLC History Reduced 55,238 1,327 0.69% 0.69% 663 -2,644 -4.57% Q4 2025 Jan 23, 2026
Plan A Wealth LLC History Added to 55,055 1,323 0.65% 0.38% 664 +22,680 70.05% Q4 2025 Feb 06, 2026
Blue Zone Wealth Advisors, LLC History Added to 54,897 1,319 0.25% 0.21% 666 +9,894 21.99% Q4 2025 Jan 21, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 54,876 1,319 0.07% 0.06% 665 +1,424 2.66% Q4 2025 Feb 03, 2026
GK Wealth Management LLC History Added to 54,786 1,317 0.87% 0.69% 667 +14,038 34.45% Q4 2025 Jan 05, 2026
Coastwise Capital Group, LLC History Added to 54,748 1,316 0.66% 0.87% 668 +1,829 3.46% Q4 2025 Feb 12, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History New 53,635 1,289 1.19% — 669 +53,635 New Q4 2025 Feb 12, 2026
VERUS WEALTH MANAGEMENT, LLC History Reduced 53,498 1,286 1.2% 1.16% 670 -40 -0.07% Q4 2025 Jan 16, 2026
Gambit Capital Management, LLC History New 53,112 1,276 0.91% — 671 +53,112 New Q4 2025 Feb 06, 2026
Meridian Financial Advisors, LLC History Added to 52,978 1,273 0.69% 0.41% 672 +21,678 69.26% Q4 2025 Jan 23, 2026
IFG Advisory, LLC History Added to 52,802 1,269 0.06% 0.05% 673 +1,636 3.2% Q4 2025 Feb 10, 2026
Legacy Wealth Asset Management, LLC History New 52,524 1,262 0.31% — 674 +52,524 New Q4 2025 Jan 12, 2026
COOPER/HAIMS ADVISORS, LLC History Reduced 52,456 1,261 0.57% 0.58% 675 -530 -1.0% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 52,427 1,260 0.07% 0.06% 676 +12,091 29.98% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 51,975 1,249 0.06% 0.05% 677 +2,392 4.82% Q4 2025 Jan 21, 2026
American Investment Services, Inc. History Reduced 51,951 1,248 0.29% 0.3% 678 -1,273 -2.39% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 51,904 1,247 0.0% 0.0% 679 +50,920 5174.8% Q4 2025 Feb 17, 2026
Fonville Wealth Management LLC History Added to 51,767 1,244 0.25% 0.27% 680 +488 0.95% Q4 2025 Jan 23, 2026
Indivisible Partners History New 51,464 1,237 0.13% — 681 +51,464 New Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Reduced 51,416 1,236 0.04% 0.05% 682 -4,166 -7.5% Q4 2025 Feb 06, 2026
Oath Planning, LLC History New 51,280 1,232 1.22% — 683 +51,280 New Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 51,204 1,230 0.02% 0.03% 684 -4,555 -8.17% Q4 2025 Jan 23, 2026
Weaver Capital Management LLC History Reduced 51,036 1,226 0.26% 0.28% 685 -4,410 -7.95% Q4 2025 Jan 22, 2026
Capital Investment Advisors, LLC History Added to 50,982 1,225 0.02% 0.02% 686 +5,716 12.63% Q4 2025 Jan 13, 2026
Wilson & Boucher Capital Management, LLC History Added to 50,988 1,225 0.8% 0.77% 687 +730 1.45% Q4 2025 Feb 05, 2026
Citrine Capital LLC History Reduced 50,766 1,220 0.57% 0.55% 688 -52 -0.1% Q4 2025 Jan 20, 2026
Vermillion Wealth Management, Inc. History Added to 50,414 1,211 0.49% 0.14% 689 +28,232 127.27% Q4 2025 Feb 11, 2026
Spinnaker Investment Group, LLC History Reduced 50,353 1,210 0.22% 0.22% 690 -1,011 -1.97% Q4 2025 Jan 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 49,942 1,200 0.02% 0.02% 691 0 0.0% Q4 2025 Feb 09, 2026
Monetary Solutions, Ltd History New 49,873 1,198 1.18% — 692 +49,873 New Q4 2025 Feb 23, 2026
Code Waechter LLC History Reduced 49,706 1,194 0.77% 0.83% 693 -4,866 -8.92% Q4 2025 Jan 26, 2026
Klingman & Associates, LLC History Reduced 49,441 1,188 0.06% 0.07% 694 -7,700 -13.48% Q4 2025 Jan 29, 2026
Meeder Advisory Services, Inc. History Added to 49,222 1,183 0.05% 0.05% 695 +3,610 7.91% Q4 2025 Feb 11, 2026
Madden Advisory Services, Inc. History Reduced 49,208 1,182 0.48% 0.45% 696 -596 -1.2% Q4 2025 Feb 11, 2026
Aspen Grove Capital, LLC History Added to 49,116 1,180 0.2% 0.19% 697 +181 0.37% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Added to 49,061 1,179 0.02% 0.02% 698 +30 0.06% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Added to 49,006 1,178 0.06% 0.05% 699 +13,576 38.32% Q4 2025 Feb 10, 2026
Golden Reserve Retirement LLC History New 48,927 1,176 0.22% — 700 +48,927 New Q4 2025 Jan 29, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 48,687 1,170 0.35% 0.37% 701 -1,067 -2.14% Q4 2025 Jan 23, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 48,640 1,169 0.38% 0.22% 702 -9,954 -16.99% Q4 2025 Jan 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 48,609 1,168 0.06% 0.04% 703 +19,515 67.08% Q4 2025 Feb 13, 2026
FAGAN ASSOCIATES, INC. History Reduced 47,955 1,152 0.15% 0.16% 704 -1,003 -2.05% Q4 2025 Jan 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 47,759 1,148 0.17% 0.18% 705 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 47,598 1,144 0.04% 0.05% 706 -9,588 -16.77% Q4 2025 Feb 06, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 47,586 1,143 0.81% — 707 +47,586 New Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History Added to 47,439 1,140 0.54% 0.57% 708 +1,614 3.52% Q4 2025 Jan 09, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 47,265 1,136 0.14% 0.15% 709 -622 -1.3% Q4 2025 Jan 15, 2026
Successful Portfolios LLC History Added to 45,347 1,127 0.57% 0.55% 710 +4,867 12.02% Q4 2025 Jan 23, 2026
Brooklyn Investment Group History New 46,566 1,125 0.05% — 711 +46,566 New Q4 2025 Feb 12, 2026
Wernau Asset Management Inc. History Added to 46,540 1,118 0.6% 0.72% 712 +1,294 2.86% Q4 2025 Jan 21, 2026
RENAISSANCE TECHNOLOGIES LLC History New 46,500 1,117 0.0% — 713 +46,500 New Q4 2025 Feb 12, 2026
Geometric Wealth Advisors History Reduced 46,484 1,117 0.14% 0.15% 714 -759 -1.61% Q4 2025 Feb 06, 2026
Quadcap Wealth Management, LLC History Reduced 45,920 1,103 0.13% 0.13% 715 -7 -0.02% Q4 2025 Jan 29, 2026
Daybright Advisory Services, Inc. History New 45,696 1,098 0.29% — 717 +45,696 New Q4 2025 Feb 12, 2026
Clay Northam Wealth Management, LLC History Reduced 45,710 1,098 0.61% 0.63% 716 -1,518 -3.21% Q4 2025 Feb 17, 2026
Lewis Asset Management, LLC History Reduced 45,488 1,093 0.45% 0.44% 718 -771 -1.67% Q4 2025 Jan 15, 2026
Strategic Investment Solutions, Inc. /IL History Added to 45,257 1,087 0.26% 0.28% 719 +10 0.02% Q4 2025 Feb 27, 2026
Avant Financial Advisors LLC History Added to 45,169 1,085 0.78% 0.78% 720 +408 0.91% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Added to 44,746 1,075 0.01% 0.01% 721 +8,216 22.49% Q4 2025 Feb 17, 2026
Ironwood Financial, llc History Reduced 42,724 1,068 0.18% 0.18% 722 -204 -0.48% Q4 2025 Jan 15, 2026
SevenBridge Financial Group, LLC History Reduced 41,971 1,067 0.17% 0.17% 723 -616 -1.45% Q4 2025 Feb 02, 2026
J.E. Simmons & Co., P.C. History New 44,373 1,066 0.69% — 724 +44,373 New Q4 2025 Feb 13, 2026
Valued Retirements, Inc. History Added to 44,293 1,064 1.04% 0.93% 725 +6,984 18.72% Q4 2025 Feb 09, 2026
LTG Capital LLC History Added to 44,187 1,062 0.83% 0.8% 726 +634 1.46% Q4 2025 Feb 11, 2026
SUMMITRY LLC History Added to 44,049 1,058 0.04% 0.01% 727 +34,665 369.41% Q4 2025 Feb 09, 2026
Forum Financial Management, LP History Added to 43,974 1,057 0.01% 0.01% 729 +3,012 7.35% Q4 2025 Jan 27, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 43,990 1,057 0.19% 0.2% 728 -2,420 -5.21% Q4 2025 Feb 17, 2026
Argos Wealth Advisors, LLC History New 43,065 1,035 0.28% — 730 +43,065 New Q4 2025 Feb 04, 2026
CARDIFF PARK ADVISORS, LLC History Added to 42,933 1,032 0.08% 0.07% 731 +2,125 5.21% Q4 2025 Feb 17, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 42,864 1,030 0.62% 0.64% 732 -182 -0.42% Q4 2025 Feb 03, 2026
BFSG, LLC History Reduced 42,798 1,028 0.1% 0.1% 733 -1,577 -3.55% Q4 2025 Jan 22, 2026
Y-Intercept (Hong Kong) Ltd History New 42,641 1,025 0.02% — 734 +42,641 New Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Added to 41,986 1,009 0.13% 0.09% 735 +12,087 40.43% Q4 2025 Jan 26, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 41,657 1,001 0.1% 0.05% 736 +19,317 86.47% Q4 2025 Feb 02, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 41,164 989 0.11% 0.11% 737 -1,494 -3.5% Q4 2025 Feb 03, 2026
CFS Investment Advisory Services, LLC History Reduced 41,118 988 0.07% 0.07% 738 -253 -0.61% Q4 2025 Feb 10, 2026
Badgley Phelps Wealth Managers, LLC History Added to 41,014 985 0.02% 0.02% 739 +292 0.72% Q4 2025 Jan 28, 2026
Fielder Capital Group LLC History No change 40,959 984 0.21% 0.22% 740 0 0.0% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 40,820 981 0.0% 0.0% 741 +1,096 2.76% Q4 2025 Feb 11, 2026
Acorn Wealth Advisors, LLC History Added to 40,833 981 0.29% 0.29% 742 +974 2.44% Q4 2025 Feb 10, 2026
Coordinated Financial Services, Inc. History Added to 40,657 977 0.56% 0.58% 743 +1,819 4.68% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History Added to 40,563 975 0.05% 0.04% 744 +2,244 5.86% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History No change 40,408 971 0.02% 0.01% 745 0 0.0% Q4 2025 Feb 17, 2026
Greenline Partners, LLC History Added to 40,369 970 0.11% 0.11% 746 +268 0.67% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Reduced 39,472 948 0.03% 0.03% 747 -1,010 -2.49% Q4 2025 Feb 12, 2026
Black Cypress Capital Management, LLC History Reduced 39,386 946 0.66% 0.7% 748 -639 -1.6% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Reduced 39,282 944 0.01% 0.01% 749 -27 -0.07% Q4 2025 Feb 03, 2026
Vantage Financial Partners, LLC History Reduced 39,147 941 0.19% 0.19% 750 -118 -0.3% Q4 2025 Feb 03, 2026
TSG Advice Partners, LLC History New 39,136 940 0.14% — 751 +39,136 New Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Added to 38,933 935 0.29% 0.27% 752 +3,648 10.34% Q4 2025 Feb 12, 2026
Integrated Wealth Management History New 38,823 933 1.05% — 753 +38,823 New Q4 2025 Mar 03, 2026
Princeton Global Asset Management LLC History No change 38,746 931 0.15% 0.15% 754 0 0.0% Q4 2025 Jan 20, 2026
Mayflower Financial Advisors, LLC History No change 38,528 926 0.11% 0.11% 755 0 0.0% Q4 2025 Jan 13, 2026
Emergent Wealth Advisors, LLC History Added to 38,452 924 0.52% 0.51% 756 +906 2.41% Q4 2025 Jan 14, 2026
HOLDERNESS INVESTMENTS CO History Added to 38,171 917 0.19% 0.18% 757 +244 0.64% Q4 2025 Feb 10, 2026
Dakota Wealth Management History Reduced 38,056 914 0.02% 0.02% 758 -969 -2.48% Q4 2025 Jan 13, 2026
RMR Wealth Builders History Reduced 37,813 909 0.07% 0.07% 759 -716 -1.86% Q4 2025 Jan 29, 2026
Cascade Financial Partners, LLC History Reduced 37,790 908 0.09% 0.13% 761 -10,354 -21.51% Q4 2025 Feb 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 37,797 908 0.05% 0.06% 760 -4,039 -9.65% Q4 2025 Jan 20, 2026
Twele Capital Management, Inc. History Reduced 37,730 907 0.16% 0.16% 762 -86 -0.23% Q4 2025 Jan 09, 2026
Investment Advisory Group, LLC History Added to 37,614 904 0.23% 0.18% 763 +9,429 33.45% Q4 2025 Jan 23, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 37,337 897 0.09% 0.08% 764 +1,300 3.61% Q4 2025 Feb 13, 2026
Beacon Capital Management, LLC History Added to 37,290 896 0.14% 0.1% 765 +7,151 23.73% Q4 2025 Feb 13, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 37,092 891 0.13% 0.06% 766 +20,095 118.23% Q4 2025 Jan 28, 2026
Shakespeare Wealth Management, LLC History No change 37,098 891 0.2% 0.2% 767 0 0.0% Q4 2025 Feb 06, 2026
CWA Asset Management Group, LLC History Added to 36,889 886 0.03% 0.03% 768 +3,343 9.97% Q4 2025 Jan 07, 2026
Cambria Investment Management, L.P. History Reduced 36,743 883 0.05% 0.05% 770 -1,599 -4.17% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Added to 36,731 883 0.47% 0.37% 769 +215 0.59% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 36,716 882 0.02% 0.02% 771 +5,530 17.73% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 36,449 876 0.0% 0.0% 772 +1,954 5.66% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 36,329 873 0.02% — 773 +36,329 New Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History Reduced 36,243 871 0.47% 0.52% 774 -95 -0.26% Q4 2025 Jan 12, 2026
Capital Investment Advisory Services, LLC History Reduced 36,197 870 0.06% 0.07% 775 -4,083 -10.14% Q4 2025 Jan 21, 2026
FWG Investments, LLC. History Added to 36,201 870 0.55% 0.53% 776 +3,282 9.97% Q4 2025 Jan 28, 2026
Biltmore Family Office, LLC History No change 36,188 869 0.12% 0.12% 777 0 0.0% Q4 2025 Feb 04, 2026
Manuka Financial, LLC History No change 35,960 864 0.54% 0.52% 778 0 0.0% Q4 2025 Jan 28, 2026
Wolff Financial Management LLC History Added to 35,777 860 0.19% 0.19% 779 +993 2.85% Q4 2025 Feb 06, 2026
Total Clarity Wealth Management, Inc. History Added to 35,439 851 0.21% 0.18% 780 +6,330 21.75% Q4 2025 Feb 02, 2026
Quadrant Private Wealth Management, LLC History Added to 35,362 850 0.14% 0.13% 781 +4,536 14.71% Q4 2025 Jan 26, 2026
Flower City Capital History Added to 35,335 849 0.43% 0.36% 782 +6,779 23.74% Q4 2025 Jan 22, 2026
Brucke Financial, Inc. History Reduced 35,044 842 0.46% 0.49% 783 -25 -0.07% Q4 2025 Jan 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 34,942 840 0.01% 0.01% 784 -1,138 -3.15% Q4 2025 Feb 02, 2026
Snowden Capital Advisors LLC History New 34,802 836 0.02% — 785 +34,802 New Q4 2025 Feb 17, 2026
Curated Wealth Partners LLC History New 34,677 833 0.09% — 787 +34,677 New Q4 2025 Jan 12, 2026
VILLERE ST DENIS J & CO LLC History No change 34,670 833 0.08% 0.08% 786 0 0.0% Q4 2025 Jan 28, 2026
PDS Planning, Inc History Added to 34,550 830 0.06% 0.03% 788 +17,395 101.4% Q4 2025 Jan 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 34,456 828 0.01% 0.01% 789 +1,935 5.95% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 33,972 816 0.01% 0.0% 790 +17,972 112.33% Q4 2025 Feb 02, 2026
Seed Wealth Management, Inc. History No change 33,940 815 0.56% 0.55% 791 0 0.0% Q4 2025 Jan 21, 2026
MATHER GROUP, LLC. History Added to 33,753 811 0.01% 0.01% 792 +2,201 6.98% Q4 2025 Jan 13, 2026
Front Row Advisors LLC History Reduced 33,733 810 0.27% 0.26% 793 -144 -0.43% Q4 2025 Feb 12, 2026
Flaharty Asset Management, LLC History Added to 33,505 805 0.1% 0.08% 794 +7,109 26.93% Q4 2025 Feb 06, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 33,237 799 0.0% 0.0% 795 +5,626 20.38% Q4 2025 Jan 22, 2026
Versant Capital Management, Inc History Added to 33,076 795 0.1% 0.1% 796 +232 0.71% Q4 2025 Jan 08, 2026
NDVR, Inc. History Reduced 32,682 785 0.65% 0.65% 797 -726 -2.17% Q4 2025 Feb 12, 2026
Crescent Sterling, Ltd. History Reduced 32,590 783 0.8% 0.81% 799 -441 -1.34% Q4 2025 Jan 07, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 32,591 783 0.31% 0.36% 798 +167 0.52% Q4 2025 Feb 17, 2026
Wingate Wealth Advisors, Inc. History Added to 32,528 781 0.44% 0.46% 800 +3,694 12.81% Q4 2025 Jan 28, 2026