iSHARES TRUST - AGG

Detailed investor-level table based on 13F positions.

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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JONES FINANCIAL COMPANIES LLLP History Reduced 138,558,797 13,839,252 8.44% 9.81% 1 -5,358,824 -3.72% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 84,760,819 8,465,912 2.63% 2.55% 2 +5,514,115 6.96% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 60,790,726 6,071,777 1.11% 1.22% 3 -3,055,009 -4.78% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 54,212,016 5,414,696 0.09% 0.09% 4 +331,751 0.62% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 53,737,402 5,367,291 0.39% 0.32% 5 +7,411,242 16.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 42,844,111 4,279,295 5.01% 5.03% 6 +489,837 1.16% Q4 2025 Jan 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 36,259,568 3,621,605 5.52% 5.56% 7 +3,032,433 9.13% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 35,977,259 3,593,408 1.07% 1.01% 8 +916,045 2.61% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 32,483,415 3,244,443 0.19% 0.19% 9 +1,245,217 3.99% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 26,255,484 2,622,398 5.0% 4.87% 10 +1,687,004 6.87% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 20,705,925 2,068,107 0.26% 0.21% 11 +4,148,106 25.05% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 19,621,070 1,962,495 2.66% 2.74% 12 +1,507,215 8.32% Q4 2025 Jan 08, 2026
Cetera Investment Advisers History Added to 15,428,160 1,540,964 1.68% 1.76% 13 +288,863 1.91% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 14,820,833 1,479,958 0.33% 0.36% 14 -686,200 -4.43% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 14,394,617 1,437,734 0.18% 0.18% 15 -415,971 -2.81% Q4 2025 Mar 25, 2026
LPL Financial LLC History Added to 14,085,361 1,406,845 0.38% 0.34% 16 +2,304,418 19.56% Q4 2025 Feb 11, 2026
Acorns Advisers, LLC History Added to 13,181,459 1,316,564 9.88% 9.9% 17 +631,972 5.04% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 12,335,314 1,232,051 0.08% 0.07% 18 +716,579 6.17% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 12,278,036 1,226,330 0.78% 0.79% 19 +412,320 3.47% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 12,060,633 1,204,617 1.43% 1.4% 20 +1,244,206 11.5% Q4 2025 Feb 13, 2026
Arizona PSPRS Trust History Added to 11,334,403 1,132,080 41.67% 38.5% 21 +188,826 1.69% Q4 2025 Feb 11, 2026
Creative Planning History Reduced 10,644,543 1,063,176 0.76% 0.92% 22 -1,325,568 -11.07% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 9,884,685 987,282 0.54% 0.57% 23 +459,674 4.88% Q4 2025 Feb 06, 2026
UBS Group AG History Added to 9,407,380 939,609 0.15% 0.15% 24 +37,943 0.4% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 8,906,503 889,581 0.05% 0.06% 25 -2,404,472 -21.26% Q4 2025 Feb 17, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Reduced 8,726,963 871,649 55.17% 63.95% 26 -400,000 -4.38% Q4 2025 Feb 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 8,562,744 855,695 2.05% 2.07% 27 +42,291 0.5% Q4 2025 Feb 11, 2026
Johns Hopkins University History Reduced 8,024,716 801,508 58.37% 64.53% 28 -3,525,897 -30.53% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 7,991,803 798,221 1.16% 1.14% 29 +970,165 13.82% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 7,986,037 797,645 8.72% 8.13% 30 +842,458 11.79% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 7,767,348 775,802 2.72% 2.76% 31 +295,929 3.96% Q4 2025 Feb 06, 2026
TRUIST FINANCIAL CORP History Added to 7,640,520 763,135 1.02% 0.99% 32 +313,094 4.27% Q4 2025 Feb 02, 2026
STIFEL FINANCIAL CORP History Added to 7,506,356 749,736 0.67% 0.6% 33 +980,660 15.03% Q4 2025 Feb 13, 2026
Constellation Investments, Inc. History Added to 7,062,919 705,444 21.77% 19.44% 34 +2,914,000 70.24% Q4 2025 Jan 21, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 6,765,176 675,705 0.1% 0.12% 35 -465,797 -6.44% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,051,425 604,416 1.15% 1.1% 36 +650,152 12.04% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 5,898,786 589,170 0.1% 0.1% 37 +308,642 5.52% Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Added to 5,849,100 584,459 0.69% 0.67% 38 +334,300 6.06% Q4 2025 Feb 18, 2026
Members Trust Co History Added to 5,489,896 548,330 17.89% 18.09% 39 +3,180 0.06% Q4 2025 Jan 15, 2026
Prime Capital Investment Advisors, LLC History Added to 4,905,406 489,951 5.97% 4.3% 40 +1,492,491 43.73% Q4 2025 Jan 21, 2026
ROYAL BANK OF CANADA History New 4,846,158 484,033 0.08% 41 +4,846,158 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 4,831,227 482,542 2.96% 2.95% 42 +232,809 5.06% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Added to 4,799,638 479,387 0.15% 0.08% 43 +2,147,834 81.0% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 4,592,741 458,722 3.69% 3.76% 44 +3,870 0.08% Q4 2025 Jan 27, 2026
Mastercard Foundation Asset Management Corp History Reduced 4,125,631 412,068 1.0% 4.39% 45 -14,840,000 -78.25% Q4 2025 Jan 23, 2026
FACTORY MUTUAL INSURANCE CO History Added to 4,096,000 409,108 4.15% 3.67% 46 +340,577 9.07% Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Added to 3,981,548 397,676 2.18% 2.11% 47 +312,694 8.52% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 3,783,170 377,863 0.17% 0.16% 48 +248,864 7.04% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 3,638,668 363,447 10.83% 10.77% 49 +165,505 4.77% Q4 2025 Jan 16, 2026
SageView Advisory Group, LLC History Added to 3,623,752 361,940 12.24% 11.61% 50 +268,605 8.01% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 3,444,118 346,386 1.81% 2.02% 51 +314,559 10.05% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 3,355,397 335,137 0.15% 0.14% 52 +218,063 6.95% Q4 2025 Feb 17, 2026
MASON STREET ADVISORS, LLC History Added to 3,107,230 310,350 30.54% 31.58% 53 +67,900 2.23% Q4 2025 Feb 04, 2026
Balentine LLC History Reduced 2,974,100 297,053 11.27% 16.04% 54 -1,367,432 -31.5% Q4 2025 Feb 02, 2026
Dynasty Wealth Management, LLC History Added to 2,907,609 290,411 2.85% 3.65% 55 +182,311 6.69% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 2,828,317 282,492 0.1% 0.1% 56 +194,123 7.37% Q4 2025 Feb 12, 2026
South Dakota Investment Council History Added to 2,821,235 281,785 5.36% 5.43% 57 +36,500 1.31% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,802,904 280,616 0.34% 0.36% 58 -199,194 -6.64% Q4 2025 Feb 13, 2026
Simplify Asset Management Inc. History Reduced 2,800,131 279,677 4.57% 5.18% 59 -2,532 -0.09% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 2,780,493 277,715 1.44% 60 +2,780,493 New Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Added to 2,712,004 270,874 0.29% 61 +2,712,001 90400033.33% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 2,570,509 256,742 1.02% 0.64% 62 +885,705 52.57% Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,418,608 241,570 1.33% 1.34% 63 +147,735 6.51% Q4 2025 Feb 11, 2026
Stairway Partners, LLC History Added to 2,410,118 240,722 12.46% 10.88% 64 +367,303 17.98% Q4 2025 Jan 05, 2026
Blue Trust, Inc. History Added to 2,401,463 239,858 2.71% 2.63% 65 +67,027 2.87% Q4 2025 Jan 16, 2026
Ascent Advisors, LLC History New 2,333 233,020 44.87% 66 +2,333 New Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 2,323,410 232,062 1.77% 1.7% 67 +326,982 16.38% Q4 2025 Jan 14, 2026
Quotient Wealth Partners, LLC History Added to 2,321,437 231,865 6.17% 5.98% 68 +142,276 6.53% Q4 2025 Jan 22, 2026
HighTower Advisors, LLC History Added to 2,266,698 226,397 0.25% 0.25% 69 +94,828 4.37% Q4 2025 Feb 06, 2026
Disciplina Capital Management LLC History Added to 2,203,081 220,043 25.19% 22.8% 70 +334,382 17.89% Q4 2025 Feb 11, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 2,165,000 216,240 7.22% 7.88% 71 +30,000 1.41% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Added to 1,988,182 198,619 0.29% 0.26% 72 +98,081 5.19% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 1,916,664 191,436 3.31% 3.94% 73 +57,232 3.08% Q4 2025 Feb 19, 2026
Charter Oak Capital Management, LLC History Added to 1,849,735 184,751 14.09% 14.22% 74 +41,692 2.31% Q4 2025 Jan 23, 2026
Capital Asset Advisory Services LLC History Added to 1,772,568 177,292 7.13% 7.06% 75 +141,584 8.68% Q4 2025 Jan 09, 2026
COUNTRY TRUST BANK History Added to 1,748,071 174,597 3.16% 3.78% 76 +25,920 1.51% Q4 2025 Jan 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,746,686 174,458 0.23% 0.29% 77 -474,930 -21.38% Q4 2025 Feb 12, 2026
Howard Capital Management Inc. History Reduced 1,734,237 173,215 2.24% 2.3% 78 -14 -0.0% Q4 2025 Jan 23, 2026
Destination Wealth Management History Added to 1,593,546 159,163 4.16% 4.25% 79 +54,567 3.55% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 1,565,460 156,358 0.38% 0.37% 80 +164,463 11.74% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 1,527,634 152,034 0.21% 0.17% 81 +448,144 41.51% Q4 2025 Mar 09, 2026
WESBANCO BANK INC History Added to 1,502,627 150,082 4.13% 3.98% 82 +76,484 5.36% Q4 2025 Feb 03, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 1,479,887 147,811 2.79% 2.87% 83 +37,472 2.6% Q4 2025 Feb 10, 2026
REBALANCE, LLC History Added to 1,419,940 141,823 8.29% 8.2% 84 +63,912 4.71% Q4 2025 Jan 15, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,413,455 141,175 0.34% 0.31% 85 0 0.0% Q4 2025 Jan 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,405,730 140,404 2.07% 1.6% 86 +349,386 33.08% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,399,370 139,769 0.37% 0.36% 87 +76,238 5.76% Q4 2025 Feb 05, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,388,177 138,651 2.14% 2.17% 88 +76,647 5.84% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 1,367,258 136,483 0.16% 0.18% 89 +261,699 23.67% Q4 2025 Feb 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 1,351,604 134,998 2.39% 2.31% 90 +35,169 2.67% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 1,300,863 129,930 0.41% 0.27% 91 +472,779 57.09% Q4 2025 Feb 02, 2026
Mill Creek Capital Advisors, LLC History Added to 1,291,919 129,036 2.63% 2.41% 92 +126,954 10.9% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 1,288,980 128,743 1.85% 1.83% 93 +95,988 8.05% Q4 2025 Feb 09, 2026
Trajan Wealth LLC History Added to 1,277,485 127,595 5.32% 5.47% 94 +13,932 1.1% Q4 2025 Feb 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,274,200 127,267 1.64% 1.74% 95 -14,691 -1.14% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Added to 1,269,442 126,791 0.04% 0.04% 96 +91,607 7.78% Q4 2025 Feb 09, 2026
V-Square Quantitative Management LLC History New 1,269,238 126,771 13.18% 97 +1,269,238 New Q4 2025 Jan 22, 2026
ASSETMARK, INC History Added to 1,265,868 126,434 0.26% 0.1% 98 +792,800 167.59% Q4 2025 Jan 23, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,257,413 125,590 0.07% 0.07% 99 -15,070 -1.18% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,196,503 119,506 2.18% 2.25% 100 +44,366 3.85% Q4 2025 Jan 23, 2026
Allspring Global Investments Holdings, LLC History Added to 1,191,101 118,967 0.19% 0.18% 101 +69,548 6.2% Q4 2025 Jan 15, 2026
Orion Porfolio Solutions, LLC History Added to 1,181,446 118,002 0.87% 0.86% 102 +71,054 6.4% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 1,148,766 114,738 0.06% 0.04% 103 +359,357 45.52% Q4 2025 Mar 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,089,035 108,772 0.39% 0.36% 104 +71,767 7.05% Q4 2025 Jan 30, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,073,583 107,229 3.74% 3.41% 105 +83,820 8.47% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 1,057,690 105,642 1.76% 1.73% 106 +41,422 4.08% Q4 2025 Feb 03, 2026
Graves Light Lenhart Wealth, Inc. History Added to 1,046,101 104,484 11.08% 11.42% 107 +19,132 1.86% Q4 2025 Jan 09, 2026
GenTrust, LLC History Reduced 1,044,957 104,375 4.5% 4.81% 108 -10,835 -1.03% Q4 2025 Feb 02, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 1,037,395 103,615 1.6% 3.48% 109 -857,262 -45.25% Q4 2025 Feb 17, 2026
Center for Financial Planning, Inc. History Added to 1,030,946 102,970 10.71% 10.7% 110 +31,935 3.2% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,021,078 101,985 1.12% 0.56% 111 +542,533 113.37% Q4 2025 Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 24,483,419 100,227 1.82% 1.85% 112 +58,325 0.24% Q4 2025 Jan 07, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 992,594 99,140 0.06% 0.06% 113 0 0.0% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Added to 969,348 96,818 1.11% 0.89% 114 +223,253 29.92% Q4 2025 Jan 15, 2026
NewEdge Advisors, LLC History Added to 938,719 93,759 0.34% 0.4% 115 +63,998 7.32% Q4 2025 Feb 18, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 935,788 93,466 5.9% 5.81% 116 +43,660 4.89% Q4 2025 Feb 17, 2026
Steele Capital Management, Inc. History Added to 933,394 93,227 4.0% 3.9% 117 +55,885 6.37% Q4 2025 Jan 27, 2026
1832 Asset Management L.P. History Added to 918,776 91,767 0.07% 0.07% 118 +13,274 1.47% Q4 2025 Feb 13, 2026
Stamos Capital Partners, L.P. History Added to 910,232 90,913 14.61% 16.87% 119 +18,357 2.06% Q4 2025 Feb 12, 2026
Meridian Wealth Partners, LLC History Added to 905,119 90,403 12.46% 11.85% 120 +45,951 5.35% Q4 2025 Feb 13, 2026
Baker Avenue Asset Management, LP History Added to 904,246 90,316 2.08% 2.02% 121 +61,017 7.24% Q4 2025 Feb 10, 2026
Affiance Financial, LLC History Added to 897,669 89,659 14.42% 15.05% 122 +73,060 8.86% Q4 2025 Jan 21, 2026
Beacon Pointe Advisors, LLC History Added to 894,760 89,368 0.63% 0.66% 123 +115,934 14.89% Q4 2025 Feb 18, 2026
Greenspring Advisors, LLC History Added to 883,168 88,210 5.41% 5.73% 124 +559,683 173.02% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 864,131 86,309 0.24% 0.28% 125 -35,515 -3.95% Q4 2025 Jan 26, 2026
Tidal Investments LLC History Reduced 859,677 85,864 0.2% 0.19% 126 -85,961 -9.09% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 842,389 84,137 2.49% 2.37% 127 +71,690 9.3% Q4 2025 Jan 23, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 832,738 83,173 25.23% 26.19% 128 -59,000 -6.62% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 827,527 82,653 0.08% 0.08% 129 -13,864 -1.65% Q4 2025 Feb 12, 2026
iA Global Asset Management Inc. History Added to 809,327 80,836 1.03% 1.07% 130 +28,268 3.62% Q4 2025 Feb 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 801,450 80,048 0.04% 0.03% 131 +305,195 61.5% Q4 2025 Feb 10, 2026
PDS Planning, Inc History Added to 790,542 78,959 5.27% 5.28% 132 +29,564 3.89% Q4 2025 Jan 26, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 790,411 78,946 0.48% 0.52% 133 +69,057 9.57% Q4 2025 Feb 17, 2026
FORM Wealth Advisors, LLC History New 778,270 77,733 9.1% 134 +778,270 New Q4 2025 Jan 28, 2026
OARSMAN CAPITAL, INC. History Added to 758,319 75,740 9.83% 9.59% 135 +76,280 11.18% Q4 2025 Feb 13, 2026
Bouchey Financial Group Ltd History Added to 752,135 75,123 5.63% 5.39% 136 +54,979 7.89% Q4 2025 Jan 16, 2026
Janney Montgomery Scott LLC History Reduced 750,470 74,957 0.17% 0.29% 137 -475,704 -38.8% Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 744,431 74,353 1.24% 1.27% 138 +4,630 0.63% Q4 2025 Jan 28, 2026
ZACKS INVESTMENT MANAGEMENT History New 737,953 73,706 0.58% 139 +737,953 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 736,838 73,595 0.02% 0.02% 140 +70,388 10.56% Q4 2025 Feb 11, 2026
Juniper Hill Capital Management LP History No change 736,489 73,560 17.57% 17.47% 141 0 0.0% Q4 2025 Feb 03, 2026
Ellenbecker Investment Group History Added to 731,641 73,076 10.22% 9.6% 142 +82,800 12.76% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 724,493 72,500 0.13% 0.13% 143 +46,486 6.86% Q4 2025 Feb 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 720,101 71,923 3.32% 2.84% 144 +146,326 25.5% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 719,445 71,858 0.19% 0.21% 145 +37,759 5.54% Q4 2025 Jan 26, 2026
RATIONAL ADVISORS, INC. History Reduced 719,181 71,831 7.36% 7.54% 146 -37,167 -4.91% Q4 2025 Feb 10, 2026
Sand Hill Global Advisors, LLC History Added to 706,139 70,529 2.46% 2.35% 147 +39,073 5.86% Q4 2025 Feb 12, 2026
Koss-Olinger Consulting, LLC History Added to 703,413 70,257 5.44% 2.72% 148 +370,869 111.52% Q4 2025 Feb 10, 2026
Wealthspire Retirement, LLC History Added to 701,443 70,060 4.26% 3.82% 149 +105,042 17.61% Q4 2025 Feb 18, 2026
Charles Schwab Trust Co History Reduced 694,484 69,365 4.56% 4.75% 150 -3,248 -0.47% Q4 2025 Jan 09, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 692,093 69,126 1.44% 1.55% 151 -23,560 -3.29% Q4 2025 Feb 18, 2026
Professional Financial Advisors, LLC History Added to 691,115 69,028 14.1% 14.39% 152 +8,961 1.31% Q4 2025 Jan 15, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 674,262 67,345 3.89% 3.75% 153 +51,676 8.3% Q4 2025 Jan 22, 2026
Brooklyn Investment Group History Added to 663,912 66,497 3.07% 1.84% 154 +525,753 380.54% Q4 2025 Feb 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 664,133 66,333 0.57% 0.54% 155 +53,837 8.82% Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Added to 663,243 66,244 3.73% 3.6% 156 +49,532 8.07% Q4 2025 Jan 14, 2026
Verger Capital Management LLC History Added to 655,600 65,481 19.39% 19.82% 157 +46,558 7.64% Q4 2025 Feb 02, 2026
Trust Co History Reduced 655,132 65,434 6.14% 6.79% 158 -7,112 -1.07% Q4 2025 Jan 15, 2026
NEOS Investment Management LLC History Added to 654,351 65,356 0.38% 0.39% 159 +127,548 24.21% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 644,897 64,412 0.1% 160 +644,897 New Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 642,157 64,139 0.07% 0.17% 161 -1,957,706 -75.3% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 641,409 64,063 0.01% 0.0% 162 +620,509 2968.94% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 638,232 63,747 0.54% 0.48% 163 +27,716 4.54% Q4 2025 Jan 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 621,290 62,054 0.77% 0.8% 164 +8,398 1.37% Q4 2025 Jan 29, 2026
EVOKE WEALTH, LLC History Reduced 616,806 61,606 1.15% 1.33% 165 -36,635 -5.61% Q4 2025 Feb 06, 2026
Bell Bank History Added to 616,369 61,562 2.63% 2.44% 166 +55,463 9.89% Q4 2025 Jan 14, 2026
Summit Global Investments History Added to 613,396 61,266 3.62% 3.54% 167 +8,103 1.34% Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Added to 613,113 61,237 0.65% 0.16% 168 +466,651 318.62% Q4 2025 Feb 10, 2026
Prentice Wealth Management LLC History Added to 605,243 60,451 13.81% 13.18% 169 +71,931 13.49% Q4 2025 Jan 30, 2026
Lido Advisors, LLC History Added to 599,725 60,085 0.18% 0.18% 170 +10,795 1.83% Q4 2025 Feb 10, 2026
McKinley Carter Wealth Services, Inc. History Reduced 601,023 60,030 3.35% 3.4% 171 -46,505 -7.18% Q4 2025 Feb 06, 2026
MATHER GROUP, LLC. History Added to 586,755 58,605 0.6% 0.55% 172 +46,157 8.54% Q4 2025 Jan 13, 2026
Focus Financial Network, Inc. History Added to 586,042 58,533 2.04% 1.95% 173 +41,644 7.65% Q4 2025 Jan 12, 2026
Rock Creek Group, LP History Reduced 584,410 58,370 6.55% 6.29% 174 -11,952 -2.0% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 577,483 57,679 1.86% 2.16% 175 +107,820 22.96% Q4 2025 Jan 20, 2026
Chaney Capital Management, Inc. History Added to 575,381 57,469 19.83% 19.82% 176 +18,054 3.24% Q4 2025 Jan 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 572,621 57,193 1.49% 1.34% 177 +129,129 29.12% Q4 2025 Feb 02, 2026
Pinnacle Financial Partners, Inc. History New 571,533 57,087 0.43% 178 +571,533 New Q4 2025 Feb 18, 2026
Bricktown Capital, LLC History Added to 569,567 56,888 9.58% 8.28% 179 +68,475 13.67% Q4 2025 Jan 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 567,041 56,636 0.03% 0.01% 180 +405,537 251.1% Q4 2025 Feb 02, 2026
Planning Project LLC History New 558,699 55,802 14.02% 181 +558,699 New Q4 2025 Feb 12, 2026
Adaptive Financial Consulting, LLC History Added to 549,017 54,835 21.33% 21.45% 182 +13,771 2.57% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 538,966 53,831 0.22% 0.21% 183 +75,047 16.18% Q4 2025 Feb 13, 2026
BOKF, NA History Added to 532,779 53,213 0.81% 0.53% 184 +180,632 51.29% Q4 2025 Feb 03, 2026
M&T BANK CORP History Reduced 532,245 53,160 0.17% 0.19% 185 -22,071 -3.98% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Reduced 526,958 52,632 0.71% 1.94% 186 -487,052 -48.03% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 518,204 51,758 0.21% 187 +518,204 New Q4 2025 Feb 05, 2026
Mascoma Wealth Management LLC History Added to 513,908 51,329 11.01% 10.95% 188 +18,195 3.67% Q4 2025 Feb 04, 2026
Legacy Wealth Partners, LLC History New 502,840 50,223 13.0% 189 +502,840 New Q4 2025 Feb 17, 2026
GoalFusion Wealth Management, LLC History Reduced 499,800 49,920 23.09% 24.05% 190 -2,707 -0.54% Q4 2025 Jan 06, 2026
Equitable Holdings, Inc. History Added to 498,197 49,759 0.34% 0.3% 191 +86,886 21.12% Q4 2025 Feb 17, 2026
Efficient Advisors, LLC History Reduced 494,617 49,402 2.88% 3.51% 192 -126,274 -20.34% Q4 2025 Jan 21, 2026
Keel Point, LLC History Added to 492,711 49,211 2.96% 2.84% 193 +31,713 6.88% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 491,983 49,139 1.05% 1.07% 194 +18,896 3.99% Q4 2025 Feb 05, 2026
RHUMBLINE ADVISERS History Reduced 479,476 47,890 0.04% 0.04% 195 -38,922 -7.51% Q4 2025 Feb 13, 2026
Gridiron Partners, LLC History Added to 477,814 47,724 27.19% 27.07% 196 +2,567 0.54% Q4 2025 Jan 08, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 472,573 47,200 6.97% 6.23% 197 +67,354 16.62% Q4 2025 Feb 03, 2026
MAI Capital Management History Added to 471,988 47,142 0.27% 0.26% 198 +54,429 13.04% Q4 2025 Feb 13, 2026
Twele Capital Management, Inc. History Added to 469,573 46,900 8.38% 8.28% 199 +21,930 4.9% Q4 2025 Jan 09, 2026
SCOTIA CAPITAL INC. History Added to 469,464 46,890 0.19% 0.19% 200 +33,893 7.78% Q4 2025 Feb 12, 2026
Legacy Financial Strategies, LLC History Added to 461,639 46,108 8.16% 7.55% 201 +44,506 10.67% Q4 2025 Jan 23, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 461,324 46,076 3.74% 3.52% 202 +52,481 12.84% Q4 2025 Feb 17, 2026
Boston Partners History Added to 460,599 46,004 0.05% 0.05% 203 +16,597 3.74% Q4 2025 Feb 13, 2026
Fort Point Capital Partners LLC History Added to 458,397 45,940 5.16% 4.85% 204 +47,770 11.63% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 456,545 45,599 1.33% 205 +456,545 New Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 455,781 45,523 1.7% 1.18% 206 +166,678 57.65% Q4 2025 Feb 10, 2026
Abound Wealth Management History Added to 453,932 45,338 10.62% 10.56% 207 +33,267 7.91% Q4 2025 Jan 12, 2026
Private Advisor Group, LLC History Reduced 452,922 45,237 0.21% 0.24% 208 -33,457 -6.88% Q4 2025 Feb 17, 2026
AMARILLO NATIONAL BANK History Added to 450,200 44,965 7.9% 7.72% 209 +12,204 2.79% Q4 2025 Jan 28, 2026
Composition Wealth, LLC History Reduced 448,293 44,775 0.64% 0.73% 210 -37,396 -7.7% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 447,618 44,708 0.52% 0.39% 211 +179,556 66.98% Q4 2025 Feb 05, 2026
Single Point Partners, LLC History Added to 466,883 44,577 8.81% 8.32% 212 +44,230 10.46% Q4 2025 Jan 26, 2026
LOWE BROCKENBROUGH & CO INC History Added to 445,167 44,463 2.19% 1.95% 213 +66,280 17.49% Q4 2025 Feb 11, 2026
EVOLVE PRIVATE WEALTH, LLC History New 442,250 44,171 2.62% 214 +442,250 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 441,621 44,109 0.76% 0.6% 215 +7,528 1.73% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 439,587 44,011 1.67% 0.51% 216 +356,852 431.32% Q4 2025 Feb 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 439,337 43,881 6.31% 217 +439,337 New Q4 2025 Jan 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 429,099 42,858 2.02% 1.77% 218 +24,190 5.97% Q4 2025 Jan 21, 2026
Tandem Wealth Advisors LLC History Reduced 368,346 42,727 19.16% 19.18% 219 -33,995 -8.45% Q4 2025 Feb 12, 2026
Black Diamond Financial, LLC History Added to 426,781 42,626 4.49% 4.43% 220 +32,235 8.17% Q4 2025 Feb 03, 2026
Ascent Group, LLC History Added to 425,352 42,484 1.45% 1.46% 221 +12,444 3.01% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 421,304 42,079 0.75% 0.9% 222 +22,268 5.58% Q4 2025 Feb 06, 2026
Cornerstone Management, Inc. History Added to 421,019 42,051 6.86% 6.79% 223 +11,516 2.81% Q4 2025 Feb 06, 2026
P/E Global LLC History Reduced 420,497 41,999 3.03% 10.56% 224 -106,087 -20.15% Q4 2025 Jan 22, 2026
Beirne Wealth Consulting Services, LLC History Added to 413,763 41,329 11.97% 8.21% 225 +72,651 21.3% Q4 2025 Jan 29, 2026
MTC Wealth Management LLC History Reduced 412,464 41,196 19.33% 19.41% 226 -3,300 -0.79% Q4 2025 Jan 15, 2026
Baird Financial Group, Inc. History Added to 407,787 40,729 0.06% 0.06% 227 +36,487 9.83% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 405,848 40,536 0.07% 0.05% 228 +160,242 65.24% Q4 2025 Mar 16, 2026
DB Fitzpatrick & Co, Inc History Reduced 403,111 40,262 35.79% 36.77% 229 -2,668 -0.66% Q4 2025 Jan 15, 2026
Arbor Investment Advisors, LLC History Reduced 400,886 40,040 5.27% 5.12% 230 -1,737 -0.43% Q4 2025 Jan 23, 2026
Smithfield Trust Co History Added to 394,323 39,325 1.74% 1.65% 231 +27,068 7.37% Q4 2025 Feb 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 388,878 38,841 5.61% 5.48% 232 +15,294 4.09% Q4 2025 Feb 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 388,807 38,833 2.45% 2.49% 233 +3,980 1.03% Q4 2025 Jan 21, 2026
VICUS CAPITAL History Reduced 387,971 38,750 2.91% 3.11% 234 -18,425 -4.53% Q4 2025 Jan 22, 2026
Wealthcare Advisory Partners LLC History Reduced 386,240 38,577 0.76% 0.87% 235 -32,416 -7.74% Q4 2025 Jan 14, 2026
Fiduciary Group, LLC History Added to 385,621 38,515 3.23% 2.66% 236 +83,439 27.61% Q4 2025 Feb 12, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 382,740 38,228 9.0% 9.32% 237 -1,183 -0.31% Q4 2025 Jan 08, 2026
Towercrest Capital Management History Added to 382,609 38,215 6.03% 5.56% 238 +37,019 10.71% Q4 2025 Jan 21, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 381,535 38,107 3.5% 3.34% 239 +18,241 5.02% Q4 2025 Feb 06, 2026
Prosperity Consulting Group, LLC History Reduced 380,971 38,051 1.71% 1.92% 240 -8,362 -2.15% Q4 2025 Feb 17, 2026
WHI TRUST Co LLC History New 371,591 37,114 28.6% 241 +371,591 New Q4 2025 Feb 05, 2026
SVB WEALTH LLC History Reduced 370,967 37,052 2.18% 2.46% 242 -84,418 -18.54% Q4 2025 Feb 04, 2026
Provenance Wealth Advisors, LLC History Reduced 370,033 36,958 4.1% 4.82% 243 -2,312 -0.62% Q4 2025 Jan 26, 2026
Buck Wealth Strategies, LLC History Reduced 368,411 36,796 4.67% 6.25% 244 -86,109 -18.95% Q4 2025 Feb 03, 2026
Financial Engines Advisors L.L.C. History Reduced 367,962 36,752 0.07% 0.09% 245 -93,486 -20.26% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History Added to 367,183 36,674 0.13% 0.16% 246 +359 0.1% Q4 2025 Feb 17, 2026
1607 Capital Partners, LLC History Reduced 360,343 35,991 2.45% 3.46% 247 -97,602 -21.31% Q4 2025 Feb 17, 2026
TECTONIC ADVISORS LLC History Added to 357,427 35,699 1.88% 1.93% 248 +4,327 1.23% Q4 2025 Jan 23, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 357,190 35,676 16.85% 17.32% 249 +3,661 1.04% Q4 2025 Jan 23, 2026
Shakespeare Wealth Management, LLC History Added to 355,317 35,489 7.84% 7.72% 250 +16,754 4.95% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Reduced 354,809 35,438 1.6% 1.74% 251 -17,230 -4.63% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 354,786 35,436 1.08% 1.1% 252 -4,019 -1.12% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 353,127 35,270 0.4% 0.48% 253 +74,170 26.59% Q4 2025 Jan 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 352,836 35,241 1.44% 1.18% 254 +72,468 25.85% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 350,288 34,986 0.5% 0.3% 255 +144,576 70.28% Q4 2025 Feb 17, 2026
Lineweaver Wealth Advisors, LLC History Added to 347,283 34,686 4.7% 4.88% 256 +15,244 4.59% Q4 2025 Jan 14, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 344,640 34,422 17.45% 18.69% 257 0 0.0% Q4 2025 Jan 29, 2026
eCIO, Inc. History Reduced 342,999 34,258 15.95% 15.32% 258 -66,288 -16.2% Q4 2025 Jan 20, 2026
Acumen Wealth Advisors, LLC History New 342,659 34,224 9.86% 259 +342,659 New Q4 2025 Feb 13, 2026
EARNED WEALTH ADVISORS, LLC History Added to 341,253 34,084 11.0% 4.63% 260 +60,712 21.64% Q4 2025 Jan 27, 2026
Cordoba Advisory Partners LLC History New 341,179 34,076 8.42% 261 +341,179 New Q4 2025 Feb 13, 2026
Man Group plc History Added to 338,422 33,801 0.06% 0.05% 262 +53,024 18.58% Q4 2025 Feb 17, 2026
LVZ, Inc. History Added to 337,993 33,758 3.77% 3.83% 263 +1,771 0.53% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 336,372 33,596 0.14% 0.1% 264 +100,166 42.41% Q4 2025 Feb 17, 2026
Daybright Advisory Services, Inc. History New 333,942 33,354 8.9% 265 +333,942 New Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Added to 332,281 33,188 1.96% 1.89% 266 +8,535 2.64% Q4 2025 Jan 29, 2026
UNIQUE WEALTH, LLC History Added to 332,166 33,176 4.63% 4.46% 267 +28,969 9.55% Q4 2025 Jan 06, 2026
AdvisorNet Financial, Inc History Added to 331,574 33,117 1.76% 1.84% 268 +7,851 2.43% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Added to 331,254 33,085 0.38% 0.33% 269 +46,330 16.26% Q4 2025 Feb 05, 2026
Liquid Strategies, LLC History Reduced 328,839 32,844 7.15% 7.28% 270 -23,707 -6.72% Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History Added to 327,077 32,668 0.03% 0.02% 271 +157,536 92.92% Q4 2025 Feb 17, 2026
FIRST MERCHANTS CORP History Reduced 320,022 31,963 1.18% 1.24% 272 -9,143 -2.78% Q4 2025 Jan 12, 2026
UNITED BANK History Added to 318,214 31,783 4.2% 3.68% 273 +10,010 3.25% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 317,809 31,742 0.05% 0.06% 274 -9,415 -2.88% Q4 2025 Feb 12, 2026
ETF Portfolio Partners, Inc. History Added to 315,193 31,481 8.12% 8.17% 275 +9,050 2.96% Q4 2025 Jan 20, 2026
NewEdge Wealth, LLC History Added to 314,163 31,378 0.35% 0.42% 276 +18,175 6.14% Q4 2025 Feb 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 313,861 31,347 0.6% 0.61% 277 +8,710 2.85% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 305,794 30,542 0.45% 0.44% 278 +17,901 6.22% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 305,167 30,480 0.04% 0.09% 279 +26,487 9.5% Q4 2025 Jan 09, 2026
First Bank & Trust History Added to 305,085 30,471 4.96% 5.1% 280 +2,961 0.98% Q4 2025 Jan 12, 2026
NorthRock Partners, LLC History Added to 303,725 30,336 0.51% 0.01% 281 +297,565 4830.6% Q4 2025 Feb 17, 2026
Fund Evaluation Group, LLC History Added to 300,744 30,038 0.99% 0.69% 282 +111,823 59.19% Q4 2025 Feb 11, 2026
First Washington CORP History No change 297,782 29,742 7.7% 8.0% 283 0 0.0% Q4 2025 Feb 13, 2026
First Citizens Asset Management, Inc. History Reduced 296,676 29,631 10.36% 10.65% 284 -1,156 -0.39% Q4 2025 Feb 05, 2026
Fort Henry Capital, LLC History Added to 295,599 29,524 18.09% 17.99% 285 +13,140 4.65% Q4 2025 Jan 23, 2026
BROWN ADVISORY INC History Added to 294,922 29,456 0.04% 0.03% 286 +27,960 10.47% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 292,162 29,181 0.47% 0.58% 287 +7,186 2.52% Q4 2025 Mar 12, 2026
Elm Partners Management LLC History Added to 291,724 29,137 1.32% 0.91% 288 +109,813 60.37% Q4 2025 Feb 10, 2026
Marquette Asset Management, LLC History Added to 288,958 28,861 4.26% 4.06% 289 +24,410 9.23% Q4 2025 Jan 16, 2026
Octavia Wealth Advisors, LLC History Added to 288,966 28,861 2.76% 2.7% 290 +18,353 6.78% Q4 2025 Jan 23, 2026
Spire Wealth Management History Reduced 288,846 28,849 0.97% 0.99% 291 -1,980 -0.68% Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Added to 287,212 28,686 0.16% 0.16% 292 +12,306 4.48% Q4 2025 Jan 29, 2026
SYON CAPITAL LLC History Reduced 287,069 28,672 1.43% 1.55% 293 -201 -0.07% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Added to 286,661 28,631 0.51% 0.56% 294 +14,274 5.24% Q4 2025 Jan 16, 2026
Summit Asset Management, LLC History Added to 286,241 28,589 4.05% 1.39% 295 +196,056 217.39% Q4 2025 Feb 09, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 283,696 28,335 1.46% 1.44% 296 -72 -0.03% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 282,206 28,186 0.51% 0.5% 297 +7,776 2.83% Q4 2025 Feb 17, 2026
Sunflower Bank, N.A. History Reduced 281,867 28,152 7.09% 13.52% 298 -272,499 -49.16% Q4 2025 Jan 09, 2026
GP Brinson Investments LLC History No change 280,650 28,031 12.08% 11.47% 299 0 0.0% Q4 2025 Jan 02, 2026
Grey Fox Wealth Advisors, LLC History Reduced 278,213 27,787 5.69% 5.77% 300 -4,101 -1.45% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Added to 277,017 27,668 0.84% 0.14% 301 +234,588 552.9% Q4 2025 Feb 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 276,577 27,624 1.63% 1.55% 302 +49,064 21.57% Q4 2025 Feb 10, 2026
Tanager Wealth Management LLP History Added to 275,203 27,487 2.74% 2.81% 303 +8,027 3.0% Q4 2025 Jan 26, 2026
Pure Financial Advisors, LLC History Added to 272,875 27,254 4.95% 0.4% 304 +19,366 7.64% Q4 2025 Mar 04, 2026
Financial Designs Corp History Added to 272,350 27,202 15.41% 14.51% 305 +23,060 9.25% Q4 2025 Jan 23, 2026
Compound Planning, Inc. History Added to 271,627 27,130 0.8% 0.87% 306 +2,524 0.94% Q4 2025 Feb 19, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 270,295 26,997 2.91% 2.96% 307 +5,192 1.96% Q4 2025 Jan 28, 2026
Hudson Capital Management LLC History Added to 266,085 26,576 6.67% 6.96% 308 +4,567 1.75% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History New 265,079 26,476 0.17% 309 +265,079 New Q4 2025 Jan 27, 2026
Heartwood Wealth Advisors LLC History Added to 265,041 26,472 2.44% 2.43% 310 +5,159 1.99% Q4 2025 Jan 12, 2026
TD Capital Management LLC History Reduced 263,950 26,363 2.34% 2.41% 311 -3,111 -1.16% Q4 2025 Feb 26, 2026
CONNABLE OFFICE INC History Reduced 263,590 26,327 2.41% 3.65% 312 -128,984 -32.86% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Added to 263,367 26,305 2.78% 2.87% 313 +3,911 1.51% Q4 2025 Feb 13, 2026
Matrix Trust Co History Added to 263,065 26,275 4.34% 4.09% 314 +2,531 0.97% Q4 2025 Jan 13, 2026
Sequent Planning LLC History Added to 262,041 26,172 6.66% 6.47% 315 +34,462 15.14% Q4 2025 Feb 05, 2026
Parallel Advisors, LLC History Added to 261,673 26,135 0.48% 0.47% 316 +6,223 2.44% Q4 2025 Feb 11, 2026
BayBridge Capital Group, LLC History Added to 260,844 26,053 16.14% 16.06% 317 +9,575 3.81% Q4 2025 Jan 16, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 260,802 26,048 1.5% 1.44% 318 +86,658 49.76% Q4 2025 Feb 09, 2026
Eley Financial Management, Inc History Added to 260,590 26,027 9.35% 9.16% 319 +6,847 2.7% Q4 2025 Feb 12, 2026
James J. Burns & Company, LLC History Added to 255,659 25,535 3.52% 2.58% 320 +83,018 48.09% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Added to 253,683 25,337 0.54% 0.26% 321 +139,034 121.27% Q4 2025 Feb 02, 2026
Galvin, Gaustad & Stein, LLC History Added to 253,304 25,300 1.97% 2.03% 322 +4,430 1.78% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Added to 251,490 25,118 1.88% 1.5% 324 +18,685 8.03% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 251,485 25,118 2.41% 2.54% 323 -12,185 -4.62% Q4 2025 Feb 23, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 251,458 25,115 2.8% 2.74% 325 +24,976 11.03% Q4 2025 Feb 04, 2026
BANK OF HAWAII History Added to 249,289 24,898 1.23% 1.24% 326 +1,758 0.71% Q4 2025 Mar 03, 2026
Madison Asset Management, LLC History Added to 247,990 24,769 0.28% 0.26% 327 +10,064 4.23% Q4 2025 Feb 04, 2026
Horizon Investments, LLC History Added to 247,665 24,736 0.31% 0.29% 328 +22,650 10.07% Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History Added to 247,376 24,707 0.3% 0.3% 329 +18,304 7.99% Q4 2025 Jan 26, 2026
BCS Wealth Management History Added to 246,808 24,651 2.49% 2.47% 330 +137,238 125.25% Q4 2025 Jan 26, 2026
Legacy Private Trust Co. History Reduced 246,574 24,627 1.45% 1.74% 331 -44,009 -15.15% Q4 2025 Jan 08, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 245,643 24,534 7.03% 6.79% 332 +24,881 11.27% Q4 2025 Feb 10, 2026
Florida Trust Wealth Management Co History Added to 243,616 24,332 0.67% 0.65% 333 +17,303 7.65% Q4 2025 Jan 20, 2026
CULTIVAR CAPITAL, INC. History Added to 243,154 24,286 15.55% 15.99% 334 +4,043 1.69% Q4 2025 Jan 09, 2026
EIGHT 31 FINANCIAL, LLC History Added to 242,599 24,230 13.29% 13.29% 335 +7,445 3.17% Q4 2025 Feb 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 240,317 24,002 1.55% 1.71% 336 -18,787 -7.25% Q4 2025 Jan 26, 2026
FIRST HAWAIIAN BANK History Added to 237,828 23,754 3.16% 2.85% 337 +16,129 7.28% Q4 2025 Jan 05, 2026
BENJAMIN EDWARDS INC History Added to 236,209 23,592 0.26% 0.17% 338 +85,708 56.95% Q4 2025 Feb 02, 2026
Diversified Trust Co History Added to 235,199 23,491 0.43% 0.37% 339 +52,863 28.99% Q4 2025 Jan 09, 2026
Snider Financial Group History Added to 234,810 23,452 6.25% 6.38% 340 +1,388 0.59% Q4 2025 Jan 21, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 234,552 23,427 4.96% 4.43% 341 -32,321 -12.11% Q4 2025 Feb 17, 2026
CHEMUNG CANAL TRUST CO History Added to 234,171 23,388 4.63% 4.46% 342 +10,982 4.92% Q4 2025 Jan 14, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 231,475 23,119 2.5% 2.36% 343 +30,992 15.46% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 231,434 23,116 0.76% 0.69% 344 +31,846 15.96% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 230,512 23,023 0.84% 1.02% 345 +13,737 6.34% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 229,717 22,944 0.84% 0.79% 346 +24,433 11.9% Q4 2025 Jan 21, 2026
Sheridan Capital Management, LLC History Added to 225,580 22,531 11.42% 11.7% 347 +4,662 2.11% Q4 2025 Jan 23, 2026
Ted Buchan & Co History Added to 224,776 22,450 8.24% 8.28% 348 +14,013 6.65% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 223,933 22,366 0.24% 0.22% 349 +79,448 54.99% Q4 2025 Jan 23, 2026
Lutz Financial Services LLC History Added to 219,891 21,962 1.49% 1.53% 350 +9,007 4.27% Q4 2025 Feb 06, 2026
NorthCrest Asset Manangement, LLC History Added to 218,977 21,906 0.49% 0.46% 351 +25,634 13.26% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 217,140 21,688 0.27% 0.23% 352 +39,415 22.18% Q4 2025 Feb 09, 2026
Berger Financial Group, Inc History Reduced 216,330 21,607 1.25% 1.3% 353 -11 -0.01% Q4 2025 Jan 27, 2026
TCI Wealth Advisors, Inc. History Reduced 213,260 21,300 1.17% 1.3% 354 -3,506 -1.62% Q4 2025 Feb 02, 2026
SBI Securities Co., Ltd. History Added to 213,215 21,295 0.55% 0.53% 355 +5,630 2.71% Q4 2025 Feb 03, 2026
WRAPMANAGER INC History Reduced 212,212 21,195 7.17% 6.7% 356 -5,059 -2.33% Q4 2025 Feb 06, 2026
BALLAST ADVISORS LLC History Added to 209,752 20,950 5.78% 5.67% 357 +4,504 2.19% Q4 2025 Feb 03, 2026
Hudock, Inc. History Reduced 209,186 20,893 3.08% 3.25% 358 -4,268 -2.0% Q4 2025 Feb 12, 2026
KELLY FINANCIAL GROUP LLC History Added to 209,181 20,892 5.31% 5.35% 359 +7,805 3.88% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History Added to 207,813 20,756 0.26% 0.24% 360 +20,389 10.88% Q4 2025 Feb 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 206,542 20,629 8.01% 7.48% 361 +11,534 5.91% Q4 2025 Feb 13, 2026
Westerkirk Capital Inc. History Reduced 206,370 20,612 2.01% 8.78% 362 -560,350 -73.08% Q4 2025 Feb 11, 2026
Thayer Partners, LLC / MA History New 205,807 20,556 10.0% 363 +205,807 New Q4 2025 Feb 05, 2026
Foguth Wealth Management, LLC. History New 204,503 20,419 3.17% 364 +204,503 New Q4 2025 Jan 05, 2026
INSIGHT 2811, INC. History Added to 203,385 20,314 8.96% 8.86% 365 +5,115 2.58% Q4 2025 Feb 03, 2026
Forefront Wealth Partners, LLC History Added to 202,518 20,227 9.58% 4.71% 366 +15,746 8.43% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Added to 201,591 20,135 0.16% 0.2% 367 +822 0.41% Q4 2025 Feb 17, 2026
DSG Capital Advisors, LLC History Reduced 199,856 20,029 3.05% 3.2% 368 -165 -0.08% Q4 2025 Jan 27, 2026
REGIMEN WEALTH, LLC History Added to 200,313 20,007 5.85% 5.88% 369 +2,574 1.3% Q4 2025 Feb 09, 2026
Ally Invest Advisors Inc. History Added to 199,572 19,933 1.38% 1.3% 370 +18,566 10.26% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 198,581 19,834 0.22% 0.22% 371 +10,655 5.67% Q4 2025 Jan 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 198,307 19,806 1.26% 1.29% 372 +404 0.2% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History Added to 197,400 19,716 0.39% 0.24% 373 +133,154 207.26% Q4 2025 Feb 11, 2026
Summit Wealth Partners, LLC History Reduced 194,705 19,447 3.59% 3.79% 374 -14,653 -7.0% Q4 2025 Jan 27, 2026
Joel Adams & Associates, Inc. History Added to 194,514 19,428 14.6% 14.2% 375 +18,929 10.78% Q4 2025 Jan 27, 2026
ASPIRIANT, LLC History Added to 193,384 19,315 0.55% 0.5% 376 +29,715 18.16% Q4 2025 Jan 20, 2026
Modera Wealth Management, LLC History Reduced 191,523 19,129 0.22% 0.23% 377 -2,492 -1.28% Q4 2025 Jan 21, 2026
Integrated Wealth Concepts LLC History Reduced 190,811 19,058 0.23% 0.19% 378 -20,031 -9.5% Q4 2025 Feb 13, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 185,897 18,567 6.88% 6.68% 379 +12,170 7.01% Q4 2025 Feb 13, 2026
Chesapeake Wealth Management History Added to 185,510 18,528 5.52% 5.34% 380 +10,927 6.26% Q4 2025 Feb 03, 2026
Omega Financial Group, LLC History Added to 185,474 18,525 6.1% 5.8% 381 +10,608 6.07% Q4 2025 Jan 28, 2026
Sunesis Advisors, LLC History Added to 182,703 18,248 8.26% 7.7% 382 +18,345 11.16% Q4 2025 Feb 02, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 180,419 18,020 5.41% 5.2% 383 +16,122 9.81% Q4 2025 Jan 23, 2026
Diversified Enterprises, LLC History Added to 178,432 17,821 1.06% 1.16% 384 +7,187 4.2% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Added to 176,777 17,656 0.14% 0.09% 385 +76,494 76.28% Q4 2025 Jan 26, 2026
CHOREO, LLC History Added to 174,816 17,502 0.22% 0.21% 386 +11,897 7.3% Q4 2025 Jan 23, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 174,988 17,477 2.88% 387 +174,988 New Q4 2025 Feb 18, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 174,060 17,385 0.03% 0.03% 388 -24,259 -12.23% Q4 2025 Feb 17, 2026
Alpha Financial Partners, LLC History Added to 173,846 17,363 10.6% 11.28% 389 +872 0.5% Q4 2025 Feb 10, 2026
Cornerstone Wealth Group, LLC History Reduced 173,673 17,346 1.19% 3.78% 390 -385,292 -68.93% Q4 2025 Jan 26, 2026
F/m Investments LLC History Added to 173,400 17,319 0.66% 0.17% 391 +130,145 300.88% Q4 2025 Feb 03, 2026
Kopp Family Office, LLC History Added to 173,360 17,315 11.05% 7.54% 392 +57,780 49.99% Q4 2025 Jan 12, 2026
NATIXIS ADVISORS, LLC History Reduced 172,070 17,186 0.02% 0.03% 393 -12,980 -7.01% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History Added to 172,013 17,180 1.29% 1.1% 394 +30,090 21.2% Q4 2025 Feb 12, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 171,997 17,179 2.9% 0.87% 395 +119,995 230.75% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 171,436 17,123 0.35% 0.92% 396 -224,230 -56.67% Q4 2025 Feb 03, 2026
Arrowroot Family Office, LLC History Added to 170,820 17,061 6.21% 5.5% 397 +33,353 24.26% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Added to 170,793 17,058 0.76% 0.41% 398 +82,999 94.54% Q4 2025 Jan 27, 2026
Sigma Planning Corp History Added to 169,983 16,999 0.47% 0.48% 399 +1,914 1.14% Q4 2025 Jan 30, 2026
WASHINGTON TRUST Co History Added to 170,183 16,997 0.56% 0.55% 400 +3,171 1.9% Q4 2025 Feb 10, 2026
Alliance Wealth Management Group History Added to 169,236 16,903 3.71% 3.17% 401 +27,241 19.18% Q4 2025 Jan 21, 2026
Financial Partners Group, Inc History Reduced 168,763 16,898 1.95% 2.13% 402 -1,662 -0.98% Q4 2025 Feb 03, 2026
WEBSTER BANK, N. A. History Added to 168,905 16,870 1.58% 1.59% 403 +4,122 2.5% Q4 2025 Jan 23, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 168,856 16,865 4.05% 4.39% 404 -8,450 -4.77% Q4 2025 Feb 02, 2026
Sequoia Financial Advisors, LLC History Added to 168,392 16,818 0.09% 0.1% 405 +11,800 7.54% Q4 2025 Feb 03, 2026
Genus Capital Management Inc. History Added to 166,800 16,659 1.94% 1.94% 406 +240 0.14% Q4 2025 Feb 09, 2026
Lifestyle Asset Management, Inc. History Added to 166,381 16,618 5.41% 4.14% 407 +45,513 37.66% Q4 2025 Feb 11, 2026
FIDUCIENT ADVISORS LLC History Added to 165,937 16,573 2.05% 1.87% 408 +6,445 4.04% Q4 2025 Feb 10, 2026
Litman Gregory Wealth Management LLC History Added to 165,573 16,537 1.21% 0.11% 409 +150,969 1033.75% Q4 2025 Feb 12, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 165,170 16,497 3.46% 2.96% 410 +28,252 20.63% Q4 2025 Jan 21, 2026
Calamos Wealth Management LLC History Added to 165,018 16,481 0.57% 0.53% 411 +17,035 11.51% Q4 2025 Jan 29, 2026
Bryn Mawr Trust Advisors, LLC History Added to 164,769 16,457 0.79% 0.36% 412 +93,144 130.04% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 164,341 16,414 0.13% 0.19% 413 -201,921 -55.13% Q4 2025 Feb 13, 2026
Cerity Partners OCIO LLC History Added to 163,688 16,349 0.9% 0.53% 414 +60,633 58.84% Q4 2025 Feb 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 159,772 15,958 1.84% 1.73% 415 +23,742 17.45% Q4 2025 Feb 17, 2026
Providence First Trust Co History Added to 158,533 15,834 5.48% 5.06% 416 +12,997 8.93% Q4 2025 Feb 03, 2026
Granite Harbor Advisors, Inc. History Added to 158,515 15,832 6.69% 6.23% 417 +10,659 7.21% Q4 2025 Jan 22, 2026
Dakota Wealth Management History Reduced 158,047 15,785 0.28% 0.83% 418 -255,124 -61.75% Q4 2025 Jan 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 155,259 15,507 0.2% 0.21% 419 -4,103 -2.57% Q4 2025 Jan 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 154,348 15,416 0.37% 0.48% 420 -38,779 -20.08% Q4 2025 Feb 03, 2026
Discipline Wealth Solutions, LLC History Added to 154,223 15,403 2.86% 0.7% 421 +127,677 480.97% Q4 2025 Jan 26, 2026
ES4, LLC History New 153,671 15,348 10.58% 422 +153,671 New Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Added to 152,954 15,277 5.07% 4.33% 423 +26,419 20.88% Q4 2025 Feb 12, 2026
Cercano Management LLC History No change 151,570 15,138 0.57% 0.58% 424 0 0.0% Q4 2025 Feb 10, 2026
FAGAN ASSOCIATES, INC. History Added to 150,975 15,079 2.01% 1.94% 425 +11,092 7.93% Q4 2025 Jan 30, 2026
Onyx Bridge Wealth Group LLC History Reduced 150,449 15,026 1.6% 1.9% 426 -23,711 -13.61% Q4 2025 Feb 18, 2026
FIRST FOUNDATION ADVISORS History Reduced 149,292 14,911 0.56% 0.69% 427 -36,796 -19.77% Q4 2025 Feb 04, 2026
Tide Cove Capital Partners LLC History Added to 148,746 14,887 10.27% 11.32% 428 +1,987 1.35% Q4 2025 Feb 10, 2026
Silverleafe Capital Partners, LLC History Reduced 148,767 14,858 4.41% 4.65% 429 -2,992 -1.97% Q4 2025 Jan 12, 2026
Wilmington Savings Fund Society, FSB History Added to 148,079 14,790 0.35% 0.31% 430 +19,935 15.56% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 147,215 14,703 0.04% 0.03% 431 +19,646 15.4% Q4 2025 Feb 17, 2026
COMMERCE BANK History Added to 146,429 14,625 0.08% 0.08% 432 +9,050 6.59% Q4 2025 Feb 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 146,381 14,620 0.46% 0.4% 433 +21,098 16.84% Q4 2025 Jan 14, 2026
Prospera Financial Services Inc History Reduced 145,984 14,585 0.24% 0.26% 434 -6,564 -4.3% Q4 2025 Feb 09, 2026
MidWestOne Financial Group, Inc. History Reduced 145,786 14,561 1.62% 1.87% 435 -7,828 -5.1% Q4 2025 Feb 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 145,479 14,530 0.11% 0.1% 436 +20,308 16.22% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 144,606 14,443 0.94% 0.95% 437 +6,243 4.51% Q4 2025 Jan 23, 2026
Mullooly Asset Management, Inc. History Added to 144,478 14,430 5.28% 5.04% 438 +13,352 10.18% Q4 2025 Feb 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 144,069 14,424 0.01% 439 +144,069 New Q4 2025 Feb 13, 2026
MOTIVE WEALTH ADVISORS History Added to 144,353 14,417 6.14% 6.2% 440 +955 0.67% Q4 2025 Jan 15, 2026
Eagle Strategies LLC History Added to 144,270 14,409 1.84% 1.36% 441 +42,633 41.95% Q4 2025 Jan 23, 2026
FC Advisory LLC History Added to 144,198 14,402 4.14% 4.1% 442 +4,271 3.05% Q4 2025 Jan 13, 2026
Family Capital Trust Co History Added to 143,818 14,364 4.69% 4.79% 443 +943 0.66% Q4 2025 Jan 27, 2026
Aquire Wealth Advisors, LLC History Reduced 143,524 14,335 3.73% 3.93% 444 -15,783 -9.91% Q4 2025 Jan 07, 2026
Sharp Wealth Advisory, LLC History Added to 143,439 14,326 7.21% 7.32% 445 +9,245 6.89% Q4 2025 Jan 16, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 143,182 14,301 12.97% 13.11% 446 +3,968 2.85% Q4 2025 Feb 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 142,686 14,251 0.18% 0.18% 447 -19,550 -12.05% Q4 2025 Feb 02, 2026
Vantage Financial Partners, LLC History Reduced 142,343 14,217 2.89% 3.04% 448 -1,506 -1.05% Q4 2025 Feb 03, 2026
Diversify Advisory Services, LLC History Added to 141,975 14,204 0.45% 0.15% 449 +97,301 217.8% Q4 2025 Jan 23, 2026
rebel Financial LLC History New 141,986 14,181 6.06% 450 +141,986 New Q4 2025 Mar 27, 2026
Montecito Bank & Trust History Reduced 141,826 14,165 2.26% 2.22% 451 -660 -0.46% Q4 2025 Jan 09, 2026
Global Endowment Management, LP History Added to 141,206 14,104 1.76% 1.77% 452 +291 0.21% Q4 2025 Feb 13, 2026
Ameliora Wealth Management Ltd. History Added to 140,291 14,012 4.27% 4.12% 453 +16,805 13.61% Q4 2025 Jan 21, 2026
High Net Worth Advisory Group LLC History Added to 139,637 13,946 3.21% 3.26% 454 +4,674 3.46% Q4 2025 Jan 23, 2026
Evensky & Katz LLC History Added to 139,416 13,925 0.79% 0.78% 455 +5,800 4.34% Q4 2025 Feb 05, 2026
CVA Family Office, LLC History Added to 139,233 13,906 1.6% 1.47% 456 +25,376 22.29% Q4 2025 Jan 12, 2026
Permanent Capital Management, LP History Added to 138,582 13,841 2.7% 2.55% 457 +2,285 1.68% Q4 2025 Jan 07, 2026
Sound Financial Strategies Group, LLC History Reduced 137,922 13,775 9.73% 10.41% 458 -4,392 -3.09% Q4 2025 Feb 03, 2026
Mann Financial Group, Inc. History Reduced 137,684 13,751 13.3% 13.72% 459 -896 -0.65% Q4 2025 Feb 09, 2026
SG Trading Solutions, LLC History New 136,798 13,663 3.17% 460 +136,798 New Q4 2025 Feb 24, 2026
Rothschild Wealth LLC History Added to 136,710 13,654 1.31% 2.61% 461 +17,399 14.58% Q4 2025 Feb 17, 2026
Markin Asset Management, LP History New 135,753 13,559 14.9% 462 +135,753 New Q4 2025 Feb 13, 2026
Caldwell Trust Co History Added to 135,527 13,536 1.2% 1.07% 464 +21,183 18.53% Q4 2025 Jan 30, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 135,525 13,536 1.47% 1.54% 463 +2,798 2.11% Q4 2025 Jan 26, 2026
Brandywine Asset Management, Inc. History New 135,061 13,460 9.46% 465 +135,061 New Q4 2025 Feb 12, 2026
Cynosure Group, LLC History Added to 134,659 13,449 1.37% 1.42% 466 +4,358 3.34% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 133,937 13,377 0.24% 0.26% 467 +2,585 1.97% Q4 2025 Feb 17, 2026
Sandy Cove Advisors, LLC History Reduced 133,567 13,340 3.95% 4.84% 469 -17,584 -11.63% Q4 2025 Feb 09, 2026
NWAM LLC History Added to 133,081 13,340 0.75% 0.71% 468 +2,771 2.13% Q4 2025 Feb 04, 2026
Freestate Advisors LLC History Added to 133,047 13,288 10.8% 10.69% 470 +5,886 4.63% Q4 2025 Jan 12, 2026
Somnio Financial Group, LLC History Added to 131,626 13,146 8.69% 8.62% 471 +4,803 3.79% Q4 2025 Jan 08, 2026
Smith & Howard Wealth Management, LLC History Reduced 131,593 13,143 2.96% 3.16% 472 -5,245 -3.83% Q4 2025 Feb 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 131,350 13,119 0.81% 0.89% 473 0 0.0% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History Added to 131,197 13,104 0.08% 0.09% 474 +2,891 2.25% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Added to 131,151 13,099 0.32% 0.3% 475 +13,305 11.29% Q4 2025 Feb 17, 2026
One Day In July LLC History Added to 130,638 13,048 1.07% 0.99% 476 +13,503 11.53% Q4 2025 Feb 04, 2026
Slow Capital, Inc. History Added to 130,527 13,037 1.56% 1.24% 477 +24,945 23.63% Q4 2025 Jan 26, 2026
SFAM, LLC History New 128,849 12,869 11.77% 478 +128,849 New Q4 2025 Feb 12, 2026
CENTRAL BANK & TRUST CO History Added to 128,716 12,856 1.99% 1.91% 479 +7,938 6.57% Q4 2025 Jan 09, 2026
TruWealth Advisors, LLC History Added to 126,909 12,675 0.62% 0.61% 480 +6,673 5.55% Q4 2025 Jan 07, 2026
WCG Wealth Advisors LLC History Added to 126,189 12,603 0.35% 0.43% 481 +57,326 83.25% Q4 2025 Feb 10, 2026
Accelerate Investment Advisors LLC History Added to 125,672 12,552 8.46% 8.47% 482 +1,552 1.25% Q4 2025 Jan 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 125,288 12,513 0.4% 0.37% 483 +13,305 11.88% Q4 2025 Jan 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 125,160 12,500 0.19% 0.2% 484 -4,196 -3.24% Q4 2025 Jan 22, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 125,064 12,491 0.7% 0.92% 485 -22,979 -15.52% Q4 2025 Feb 04, 2026
Walker Financial Services, Inc. History Reduced 124,458 12,430 4.5% 6.14% 486 -32,897 -20.91% Q4 2025 Jan 28, 2026
High Note Wealth, LLC History Added to 123,228 12,308 2.41% 2.31% 487 +8,377 7.29% Q4 2025 Feb 05, 2026
McGlone Suttner Wealth Management, Inc. History Added to 122,640 12,249 1.65% 1.64% 488 +5,563 4.75% Q4 2025 Jan 15, 2026
TCP Asset Management, LLC History Added to 120,338 12,019 2.02% 2.02% 489 +7,388 6.54% Q4 2025 Jan 07, 2026
LifePlan Investment Advisors, Inc. History Added to 120,122 11,997 4.89% 4.87% 490 +4,235 3.65% Q4 2025 Feb 09, 2026
HTG Investment Advisors, Inc. History Added to 120,054 11,990 3.68% 3.88% 491 +5,018 4.36% Q4 2025 Feb 02, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 119,925 11,978 2.75% 492 +119,925 New Q4 2025 Feb 03, 2026
LMG Wealth Partners, LLC History Added to 119,714 11,957 2.23% 2.23% 493 +307 0.26% Q4 2025 Feb 02, 2026
Rakuten Investment Management, Inc. History No change 118,910 11,921 0.04% 0.04% 494 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 119,047 11,890 0.04% 0.01% 495 +72,617 156.4% Q4 2025 Feb 13, 2026
Catalyst Capital Advisors LLC History Reduced 118,496 11,835 0.24% 0.25% 496 -3,443 -2.82% Q4 2025 Feb 10, 2026
Peak Financial Management, Inc. History Added to 118,399 11,825 3.05% 3.06% 497 +2,996 2.6% Q4 2025 Jan 23, 2026
PFG Advisors History Added to 117,628 11,748 0.57% 0.46% 498 +4,684 4.15% Q4 2025 Jan 27, 2026
Townsend Financial Planning, LLC History New 117,451 11,730 11.74% 499 +117,451 New Q4 2025 Feb 17, 2026
Oldfather Financial Services, LLC History Added to 117,091 11,695 3.48% 3.2% 500 +14,596 14.24% Q4 2025 Jan 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 116,691 11,655 2.62% 2.11% 501 +27,071 30.21% Q4 2025 Jan 12, 2026
Parkway Wealth Management Group, LLC History New 116,568 11,642 1.56% 502 +116,568 New Q4 2025 Feb 10, 2026
Strategic Financial Partners, Ltd. History Added to 115,688 11,554 5.0% 5.24% 503 +1,487 1.3% Q4 2025 Feb 11, 2026
Financial & Tax Architects, LLC History Reduced 115,271 11,513 2.59% 3.06% 504 -23,043 -16.66% Q4 2025 Jan 21, 2026
Roundview Capital LLC History Added to 114,627 11,448 0.7% 0.69% 505 +5,048 4.61% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Reduced 114,578 11,444 0.02% 0.02% 506 -1,055 -0.91% Q4 2025 Feb 10, 2026
AMES NATIONAL CORP History Added to 113,858 11,372 6.66% 6.41% 507 +6,079 5.64% Q4 2025 Feb 13, 2026
Carbahal Olsen Financial Services Group, LLC History Added to 112,938 11,280 8.66% 8.87% 508 +2,712 2.46% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Added to 112,635 11,249 0.28% 0.28% 509 +2,408 2.18% Q4 2025 Jan 28, 2026
Van Hulzen Asset Management, LLC History Reduced 112,586 11,245 0.83% 0.84% 510 -581 -0.51% Q4 2025 Feb 06, 2026
COREPATH WEALTH PARTNERS LLC History Added to 112,087 11,221 7.52% 8.03% 511 +1,416 1.28% Q4 2025 Jan 15, 2026
Colonial Trust Co / SC History Added to 111,690 11,155 1.49% 1.29% 512 +16,186 16.95% Q4 2025 Feb 12, 2026
Independent Solutions Wealth Management, LLC History Reduced 111,580 11,144 2.05% 2.09% 513 -5,574 -4.76% Q4 2025 Feb 05, 2026
Blue Chip Partners, LLC History Added to 111,373 11,123 0.81% 0.82% 514 +2,078 1.9% Q4 2025 Feb 18, 2026
Souders Financial Advisors History Reduced 111,202 11,106 1.27% 2.42% 515 -92,117 -45.31% Q4 2025 Feb 02, 2026
CFS Investment Advisory Services, LLC History Added to 110,872 11,073 0.81% 0.77% 516 +8,279 8.07% Q4 2025 Feb 10, 2026
Timonier Family Office, LTD. History Added to 110,467 11,033 3.5% 3.41% 517 +6,719 6.48% Q4 2025 Feb 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 109,257 10,912 0.53% 0.34% 518 +52,382 92.1% Q4 2025 Jan 28, 2026
Northwest Bancshares, Inc. History New 108,021 10,789 2.09% 519 +108,021 New Q4 2025 Feb 13, 2026
JT Stratford LLC History Reduced 107,421 10,729 1.38% 4.04% 520 -193,296 -64.28% Q4 2025 Feb 12, 2026
Cosner Financial Group, LLC History Added to 106,970 10,684 5.45% 5.48% 521 +5,372 5.29% Q4 2025 Jan 30, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 106,698 10,677 0.07% 0.08% 522 0 0.0% Q4 2025 Feb 17, 2026
Wescott Financial Advisory Group, LLC History Added to 106,819 10,669 0.93% 0.91% 523 +5,548 5.48% Q4 2025 Feb 12, 2026
Kovitz Investment Group Partners, LLC History Reduced 106,257 10,612 0.23% 0.18% 524 -354,312 -76.93% Q4 2025 Feb 20, 2026
Clearwater Capital Advisors, LLC History Reduced 105,505 10,537 0.88% 1.11% 525 -24,882 -19.08% Q4 2025 Feb 09, 2026
Coastline Trust Co History Added to 105,298 10,517 0.99% 0.95% 526 +16,656 18.79% Q4 2025 Jan 05, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 104,866 10,474 6.77% 6.61% 527 -17,034 -13.97% Q4 2025 Feb 09, 2026
WealthPlan Investment Management, LLC History Added to 104,491 10,436 0.66% 0.43% 528 +40,376 62.97% Q4 2025 Feb 05, 2026
Koenig Investment Advisory, LLC History New 102,827 10,406 8.44% 529 +102,827 New Q4 2025 Mar 03, 2026
CX Institutional History Reduced 103,670 10,355 0.31% 0.48% 530 -53,821 -34.17% Q4 2025 Feb 02, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 103,377 10,325 0.04% 0.04% 531 +1,864 1.84% Q4 2025 Feb 09, 2026
Sonoma Allocations LLC History Added to 103,256 10,296 3.42% 0.17% 532 +98,759 2196.11% Q4 2025 Feb 23, 2026
Emergent Wealth Advisors, LLC History Reduced 103,062 10,293 5.79% 6.31% 533 -5,007 -4.63% Q4 2025 Jan 14, 2026
Andina Capital Management, LLC History Added to 102,860 10,273 6.21% 5.53% 534 +5,272 5.4% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 102,663 10,253 0.23% 0.25% 535 +5,779 5.96% Q4 2025 Feb 06, 2026
RFG Advisory, LLC History Reduced 102,464 10,234 0.19% 0.22% 536 -5,393 -5.0% Q4 2025 Feb 03, 2026
OneDigital Investment Advisors LLC History Added to 102,457 10,233 0.1% 0.08% 537 +21,803 27.03% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 102,449 10,232 0.45% 0.45% 538 -5,077 -4.72% Q4 2025 Feb 17, 2026
Optas, LLC History Added to 102,071 10,195 1.59% 1.4% 539 +19,875 24.18% Q4 2025 Jan 27, 2026
NorthLanding Financial Partners, LLC History Added to 101,231 10,110 8.12% 7.84% 540 +7,507 8.01% Q4 2025 Jan 26, 2026
Blankinship & Foster, LLC History Added to 100,619 10,049 2.17% 2.2% 541 +198 0.2% Q4 2025 Jan 23, 2026
U S WEALTH GROUP, LLC. History New 100,485 10,036 6.61% 542 +100,485 New Q4 2025 Mar 17, 2026
LeConte Wealth Management, LLC History Added to 100,121 10,000 6.53% 5.79% 543 +13,625 15.75% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 99,824 9,970 0.06% 0.07% 544 -12,599 -11.21% Q4 2025 Feb 09, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 99,377 9,925 3.08% 2.47% 545 +20,817 26.5% Q4 2025 Jan 15, 2026
J.W. COLE ADVISORS, INC. History Added to 131,933 9,908 0.24% 0.25% 546 +655 0.5% Q4 2025 Feb 11, 2026
Amtrust Financial Services, Inc. History No change 98,560 9,844 3.12% 3.29% 547 0 0.0% Q4 2025 Jan 22, 2026
Hirtle Callaghan & Co LLC History Added to 98,398 9,827 0.33% 0.23% 548 +32,874 50.17% Q4 2025 Feb 04, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 97,689 9,757 0.7% 0.49% 549 +28,174 40.53% Q4 2025 Feb 12, 2026
NewSquare Capital LLC History Reduced 97,591 9,747 0.86% 0.91% 550 -36,809 -27.39% Q4 2025 Feb 17, 2026
Investment Research Partners LLC History Added to 97,161 9,704 4.17% 4.16% 551 +5,405 5.89% Q4 2025 Feb 12, 2026
Greykasell Wealth Strategies, Inc. History Added to 96,203 9,608 3.79% 3.97% 552 +2,195 2.33% Q4 2025 Feb 11, 2026
Golden State Equity Partners History Added to 95,916 9,580 1.55% 1.6% 553 +1,474 1.56% Q4 2025 Jan 29, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 95,641 9,552 0.68% 0.63% 554 +2,729 2.94% Q4 2025 Jan 14, 2026
MGO Private Wealth, LLC History Reduced 95,584 9,546 5.91% 5.88% 555 -2,161 -2.21% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Added to 94,763 9,486 0.23% 0.22% 556 +11,748 14.15% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History Reduced 92,498 9,238 0.4% 0.43% 557 -2,761 -2.9% Q4 2025 Feb 10, 2026
Firestone Capital Management History Added to 92,045 9,193 1.95% 1.99% 558 +283 0.31% Q4 2025 Feb 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 91,951 9,184 0.44% 0.84% 559 -28,811 -23.86% Q4 2025 Feb 12, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 91,891 9,178 0.07% 0.09% 560 -40,209 -30.44% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 91,460 9,135 0.12% 0.11% 561 +12,139 15.3% Q4 2025 Jan 30, 2026
Aventus Investment Advisors, Inc. History Added to 91,462 9,135 7.4% 7.52% 562 +3,543 4.03% Q4 2025 Jan 14, 2026
Silver Coast Investments LLC History Added to 90,098 8,998 3.1% 3.04% 563 +1,703 1.93% Q4 2025 Jan 27, 2026
Westside Investment Management, Inc. History Added to 89,622 8,951 1.43% 1.4% 564 +2,250 2.58% Q4 2025 Jan 23, 2026
Addis & Hill, Inc History Added to 89,336 8,922 5.41% 5.43% 565 +479 0.54% Q4 2025 Jan 06, 2026
B. Riley Wealth Advisors, Inc. History Added to 88,287 8,818 0.41% 0.4% 566 +2,848 3.33% Q4 2025 Feb 17, 2026
Capstone Financial Advisors, Inc. History Reduced 88,045 8,793 0.47% 0.49% 567 -2,856 -3.14% Q4 2025 Feb 17, 2026
Bowman & Co S.C. History Reduced 87,965 8,786 3.7% 4.19% 568 -11,010 -11.12% Q4 2025 Jan 23, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 87,888 8,778 2.87% 3.03% 569 +1,523 1.76% Q4 2025 Jan 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 87,774 8,766 2.89% 2.72% 570 +6,705 8.27% Q4 2025 Jan 27, 2026
Atlas Private Wealth Advisors History Added to 87,500 8,739 2.04% 1.98% 571 +7,064 8.78% Q4 2025 Feb 05, 2026
Oasis Advisors, LLC History New 84,969 8,486 4.5% 572 +84,969 New Q4 2025 Apr 07, 2026
NBT BANK N A /NY History Reduced 10,321 8,461 0.55% 0.54% 573 -64 -0.62% Q4 2025 Jan 23, 2026
Csenge Advisory Group History Reduced 84,679 8,457 0.38% 0.42% 574 -2,687 -3.08% Q4 2025 Feb 06, 2026
Accurate Wealth Management, LLC History Added to 84,133 8,426 1.07% 1.07% 575 +4,710 5.93% Q4 2025 Jan 14, 2026
FDx Advisors, Inc. History Reduced 84,197 8,410 4.29% 2.66% 576 -4,087 -4.63% Q4 2025 Feb 10, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Added to 83,991 8,389 7.54% 7.53% 577 +2,690 3.31% Q4 2025 Jan 23, 2026
Boomfish Wealth Group, LLC History Added to 83,947 8,384 4.48% 3.91% 578 +11,618 16.06% Q4 2025 Jan 21, 2026
Storen Legacy Partners, LLC History New 83,903 8,380 2.63% 579 +83,903 New Q4 2025 Mar 05, 2026
Midwestern Financial, LLC /IA History Added to 83,522 8,342 6.9% 6.9% 580 +3,325 4.15% Q4 2025 Feb 06, 2026
DURANTE & WATERS, LLC History Added to 83,449 8,334 5.81% 5.95% 581 +2,736 3.39% Q4 2025 Jan 30, 2026
Heritage Financial Services, LLC History Added to 83,382 8,328 0.7% 0.71% 582 +4,935 6.29% Q4 2025 Feb 02, 2026
Financial Planning Navigators CORP History New 83,053 8,295 3.81% 583 +83,053 New Q4 2025 Jan 16, 2026
Edgestream Partners, L.P. History Reduced 82,799 8,269 0.23% 0.28% 584 -11,533 -12.23% Q4 2025 Feb 13, 2026
Columbus Macro, LLC History Reduced 82,500 8,240 0.9% 1.04% 585 -9,040 -9.88% Q4 2025 Jan 15, 2026
Glassy Mountain Advisors, Inc. History Added to 82,368 8,226 2.49% 2.28% 586 +6,788 8.98% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Reduced 80,970 8,087 0.23% 0.24% 587 -3,843 -4.53% Q4 2025 Feb 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 80,194 8,009 0.22% 0.2% 588 +9,088 12.78% Q4 2025 Feb 03, 2026
Chesley Taft & Associates LLC History Added to 79,983 7,988 0.32% 0.33% 589 +3,291 4.29% Q4 2025 Jan 14, 2026
Facet Wealth, Inc. History Added to 79,750 7,986 0.14% 0.16% 590 +655 0.83% Q4 2025 Jan 29, 2026
GeoWealth Management, LLC History Added to 79,712 7,961 0.29% 0.17% 591 +33,127 71.11% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 79,495 7,941 0.48% 0.53% 592 -5,328 -6.28% Q4 2025 Feb 13, 2026
KFA Private Wealth Group, LLC History Reduced 78,922 7,882 1.92% 2.3% 593 -1,316 -1.64% Q4 2025 Jan 07, 2026
TBH Global Asset Management, LLC History Reduced 78,893 7,879 1.31% 1.85% 594 -15,889 -16.76% Q4 2025 Jan 29, 2026
Pinnacle Financial Group, LLC / IL History Added to 78,849 7,875 2.29% 2.12% 595 +8,801 12.56% Q4 2025 Feb 05, 2026
Capstone Capital Management Ltd History New 78,553 7,845 7.53% 596 +78,553 New Q4 2025 Feb 06, 2026
Destiny Capital Corp/CO History Added to 78,437 7,834 4.03% 4.2% 597 +1,525 1.98% Q4 2025 Jan 23, 2026
GM Advisory Group, LLC History Reduced 78,321 7,822 0.31% 0.35% 598 -4,414 -5.34% Q4 2025 Feb 13, 2026
Wayfinding Financial, LLC History Reduced 78,237 7,814 3.31% 3.61% 599 -5,513 -6.58% Q4 2025 Feb 12, 2026
Livet Wealth, LLC History New 77,631 7,753 4.78% 600 +77,631 New Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 77,552 7,745 2.42% 2.32% 601 +8,518 12.34% Q4 2025 Jan 07, 2026
TPG Advisors LLC History Added to 77,270 7,717 4.8% 4.43% 602 +10,139 15.1% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 76,515 7,642 0.36% 0.58% 603 +15,059 24.5% Q4 2025 Feb 17, 2026
Erickson Financial Group, LLC History Added to 76,352 7,625 4.68% 4.44% 604 +5,894 8.37% Q4 2025 Jan 21, 2026
EPIQ PARTNERS, LLC History Reduced 75,996 7,590 3.54% 4.29% 605 -14,570 -16.09% Q4 2025 Jan 07, 2026
Main Management LLC History Added to 75,780 7,569 0.54% 0.51% 606 +6,108 8.77% Q4 2025 Feb 10, 2026
Crabel Capital Management, LLC History Added to 75,181 7,509 5.68% 4.57% 607 +24,274 47.68% Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Added to 74,896 7,506 0.64% 0.58% 608 +9,702 14.88% Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 75,123 7,503 0.04% 0.04% 609 +6,548 9.55% Q4 2025 Jan 26, 2026
Global Assets Advisory, LLC History Added to 75,110 7,501 2.14% 1.87% 610 +12,278 19.54% Q4 2025 Feb 09, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 74,775 7,468 3.21% 3.14% 611 +5,175 7.44% Q4 2025 Jan 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 74,459 7,436 0.01% 0.01% 612 -30,320 -28.94% Q4 2025 Feb 17, 2026
MN Wealth Advisors, LLC History Added to 74,436 7,434 3.75% 3.84% 613 +2,816 3.93% Q4 2025 Feb 02, 2026
Sellwood Investment Partners LLC History Added to 74,396 7,430 2.9% 2.19% 614 +19,576 35.71% Q4 2025 Jan 26, 2026
Harpswell Capital Advisors, LLC History Added to 73,970 7,388 5.86% 0.38% 615 +69,960 1744.64% Q4 2025 Feb 11, 2026
PALLADIEM, LLC History New 73,776 7,384 7.0% 616 +73,776 New Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 73,890 7,381 0.02% 0.02% 617 -1,970 -2.6% Q4 2025 Feb 13, 2026
MKD WEALTH COACHES, LLC History Added to 73,424 7,333 7.33% 7.29% 618 +455 0.62% Q4 2025 Jan 12, 2026
Cedar Mountain Advisors, LLC History Added to 73,346 7,325 1.41% 1.42% 619 +801 1.1% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 73,053 7,296 0.18% 0.18% 620 +2,684 3.81% Q4 2025 Jan 29, 2026
Vericrest Private Wealth History New 72,847 7,275 6.47% 621 +72,847 New Q4 2025 Mar 12, 2026
All Terrain Financial Advisors, LLC History Reduced 72,774 7,268 1.68% 1.84% 622 -522 -0.71% Q4 2025 Feb 11, 2026
BlueSky Wealth Advisors, LLC History Reduced 72,500 7,241 0.95% 0.99% 623 -1,024 -1.39% Q4 2025 Jan 26, 2026
ATLas Financial Planning LLC History New 72,376 7,228 7.09% 624 +72,376 New Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 72,137 7,205 0.15% 0.34% 625 -75,431 -51.12% Q4 2025 Feb 09, 2026
Systematic Alpha Investments, LLC History No change 72,000 7,191 0.22% 0.24% 626 0 0.0% Q4 2025 Feb 12, 2026
PLIMOTH TRUST CO LLC History Reduced 71,737 7,165 1.6% 1.66% 627 -1,220 -1.67% Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Reduced 71,655 7,156 0.33% 0.45% 628 -19,848 -21.69% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 71,580 7,149 0.03% 629 +71,580 New Q4 2025 Feb 12, 2026
REDW Wealth LLC History Reduced 71,583 7,149 2.73% 2.97% 630 -6,831 -8.71% Q4 2025 Jan 28, 2026
Astoria Strategic Wealth, Inc. History Reduced 71,234 7,114 1.79% 1.81% 631 -316 -0.44% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 70,887 7,080 0.01% 0.0% 632 +59,788 538.68% Q4 2025 Feb 13, 2026
Tillman Hartley LLC History Added to 70,868 7,078 1.78% 1.83% 633 +248 0.35% Q4 2025 Feb 13, 2026
LGL PARTNERS, LLC History Added to 70,715 7,063 3.01% 3.01% 634 +137 0.19% Q4 2025 Feb 09, 2026
Northeast Financial Group, Inc. History Added to 70,563 7,049 1.59% 1.75% 635 +431 0.61% Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History Reduced 70,548 7,046 1.21% 1.26% 636 -3,130 -4.25% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 70,305 7,022 0.0% 0.0% 637 -57,657 -45.06% Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History Added to 70,029 6,994 3.18% 3.0% 638 +5,692 8.85% Q4 2025 Jan 12, 2026
City State Bank History Added to 69,842 6,975 1.91% 1.96% 639 +2,268 3.36% Q4 2025 Jan 28, 2026
StoneX Group Inc. History Reduced 69,577 6,950 0.3% 0.4% 640 -21,280 -23.42% Q4 2025 Feb 12, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 69,479 6,939 0.52% 0.52% 641 +3,237 4.89% Q4 2025 Feb 04, 2026
Summit Wealth Group, LLC History Added to 69,424 6,934 1.62% 1.68% 642 +178 0.26% Q4 2025 Feb 06, 2026
PFW Advisors LLC History Added to 69,051 6,896 2.08% 1.96% 643 +2,856 4.31% Q4 2025 Jan 12, 2026
Sovereign Investment Advisors, LLC History Added to 68,708 6,862 1.72% 1.87% 644 +424 0.62% Q4 2025 Feb 13, 2026
WealthSpring Partners, LLC History New 68,060 6,797 6.96% 645 +68,060 New Q4 2025 Feb 12, 2026
Invesco Ltd. History Reduced 67,379 6,729 0.0% 0.0% 646 -8,385 -11.07% Q4 2025 Feb 19, 2026
Redwood Park Advisors LLC History Added to 67,303 6,722 4.57% 4.42% 647 +538 0.81% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Reduced 67,286 6,720 0.4% 0.54% 648 -14,708 -17.94% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Added to 67,023 6,694 0.25% 0.25% 649 +1,845 2.83% Q4 2025 Feb 12, 2026
AlTi Global, Inc. History Added to 66,648 6,656 0.14% 0.15% 650 +3,395 5.37% Q4 2025 Feb 13, 2026
RKL Wealth Management LLC History Added to 66,637 6,655 0.55% 0.56% 651 +549 0.83% Q4 2025 Feb 12, 2026
Stratos Wealth Advisors, LLC History Reduced 66,086 6,600 0.32% 0.87% 652 -114,140 -63.33% Q4 2025 Jan 20, 2026
CBM Financial, LLC History New 65,382 6,594 4.48% 653 +65,382 New Q4 2025 Feb 19, 2026
CROBAN History Added to 65,914 6,583 3.17% 2.54% 654 +27,880 73.3% Q4 2025 Feb 13, 2026
ARROW FINANCIAL CORP History Reduced 64,846 6,476 0.65% 0.67% 655 -80 -0.12% Q4 2025 Feb 05, 2026
Counterweight Ventures, LLC History Added to 64,595 6,451 3.62% 3.19% 656 +10,177 18.7% Q4 2025 Jan 15, 2026
Gemmer Asset Management LLC History Added to 63,938 6,386 0.49% 0.49% 657 +2,706 4.42% Q4 2025 Jan 23, 2026
XML Financial, LLC History Added to 63,505 6,342 0.52% 0.45% 658 +8,863 16.22% Q4 2025 Feb 11, 2026
Linscomb Wealth, Inc. History Reduced 63,256 6,318 0.27% 0.28% 659 -1,335 -2.07% Q4 2025 Feb 10, 2026
DMC Group, LLC History Added to 62,962 6,288 4.19% 4.34% 660 +474 0.76% Q4 2025 Jan 21, 2026
MARQUETTE ASSOCIATES, INC. History No change 62,542 6,246 8.0% 7.54% 661 0 0.0% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Added to 62,333 6,225 0.28% 0.11% 662 +38,418 160.64% Q4 2025 Feb 11, 2026
Waterloo Capital, L.P. History Added to 62,329 6,225 0.45% 0.45% 663 +1,289 2.11% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History Reduced 62,143 6,215 0.07% 0.07% 664 -981 -1.55% Q4 2025 Jan 26, 2026
FourThought Financial Partners, LLC History Added to 62,087 6,201 0.52% 0.49% 665 +6,829 12.36% Q4 2025 Feb 06, 2026
Silver Grove Financial Group, Inc. History Added to 61,506 6,147 5.32% 5.59% 666 +2,700 4.59% Q4 2025 Feb 17, 2026
Blue Barn Wealth, LLC History Reduced 61,088 6,101 8.89% 5.32% 667 -59,719 -49.43% Q4 2025 Feb 10, 2026
Grove Bank & Trust History Added to 60,976 6,090 0.69% 0.67% 668 +3,965 6.95% Q4 2025 Jan 08, 2026
Midwest Professional Planners, LTD. History Added to 60,878 6,080 1.44% 1.43% 669 +2,467 4.22% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Added to 60,803 6,073 0.13% 0.14% 670 +892 1.49% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 60,317 6,024 0.15% 0.13% 671 +11,104 22.56% Q4 2025 Feb 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 60,265 6,019 0.66% 0.61% 672 +4,415 7.91% Q4 2025 Jan 29, 2026
CreativeOne Wealth, LLC History Reduced 60,131 6,005 0.15% 0.18% 673 -12,723 -17.46% Q4 2025 Feb 13, 2026
Element Wealth, LLC History Reduced 59,954 5,988 2.47% 2.67% 674 -1,281 -2.09% Q4 2025 Feb 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 58,925 5,950 5.81% 675 +58,925 New Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 59,488 5,941 0.08% 0.14% 676 -51,385 -46.35% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Added to 59,388 5,931 0.44% 0.35% 677 +13,724 30.05% Q4 2025 Jan 29, 2026
JGP Wealth Management, LLC History Added to 58,960 5,888 0.61% 0.54% 678 +10,460 21.57% Q4 2025 Jan 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 58,853 5,878 0.12% 679 +58,853 New Q4 2025 Feb 17, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 58,473 5,840 1.7% 1.65% 680 +2,084 3.7% Q4 2025 Feb 12, 2026
Golden Bell Financial Planning LLC History Added to 58,213 5,814 4.84% 5.03% 681 +445 0.77% Q4 2025 Feb 03, 2026
Independent Advisor Alliance History Reduced 57,898 5,782 0.14% 0.16% 682 -4,331 -6.96% Q4 2025 Feb 04, 2026
Shelter Mutual Insurance Co History No change 57,660 5,759 1.28% 1.3% 683 0 0.0% Q4 2025 Feb 13, 2026
Sharper & Granite LLC History Added to 57,597 5,752 2.03% 1.78% 684 +8,059 16.27% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Reduced 57,224 5,715 0.21% 0.23% 685 -1,986 -3.35% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Reduced 57,148 5,707 0.21% 0.23% 686 -3,349 -5.54% Q4 2025 Feb 02, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 57,054 5,698 0.8% 0.89% 687 -1,351 -2.31% Q4 2025 Feb 13, 2026
Capital Management Associates, Inc History Added to 56,679 5,661 1.25% 1.15% 688 +14,084 33.06% Q4 2025 Jan 21, 2026
Asset Allocation Strategies LLC History Reduced 56,549 5,648 1.05% 1.65% 689 -26,809 -32.16% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Reduced 56,226 5,615 0.6% 0.83% 690 -2,722 -4.62% Q4 2025 Feb 17, 2026
TOEWS CORP /ADV History Reduced 56,024 5,595 0.81% 0.85% 691 -3,100 -5.24% Q4 2025 Jan 30, 2026
Canvas Wealth Advisors, LLC History Added to 55,444 5,537 0.94% 0.92% 692 +4,735 9.34% Q4 2025 Jan 12, 2026
Apollon Wealth Management, LLC History Reduced 55,426 5,535 0.1% 0.1% 693 -2,708 -4.66% Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Added to 54,759 5,469 0.01% 0.01% 694 +3,345 6.51% Q4 2025 Feb 12, 2026
Moneda S.A. Administradora General de Fondos History Added to 54,750 5,468 4.91% 5.97% 695 +998 1.86% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Reduced 54,744 5,467 0.83% 1.27% 696 -4,052 -6.89% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Reduced 54,686 5,462 0.11% 0.12% 697 -4,909 -8.24% Q4 2025 Feb 17, 2026
Canal Capital Management, LLC History Added to 54,549 5,448 0.77% 0.27% 698 +36,423 200.94% Q4 2025 Jan 06, 2026
WealthTrust Asset Management, LLC History Added to 54,026 5,396 3.77% 3.64% 699 +1,587 3.03% Q4 2025 Feb 04, 2026
CPR Investments Inc. History Added to 53,934 5,386 3.61% 1.22% 700 +36,256 205.09% Q4 2025 Jan 14, 2026
Glenview Trust Co History Added to 53,894 5,382 0.08% 0.08% 701 +2,785 5.45% Q4 2025 Feb 09, 2026
Merkkuri Wealth Advisors LLC History Added to 53,490 5,342 3.64% 2.66% 702 +16,867 46.06% Q4 2025 Jan 29, 2026
GENESIS PRIVATE WEALTH, LLC History New 53,403 5,333 1.65% 703 +53,403 New Q4 2025 Jan 08, 2026
Kastel Capital Advisors, LLC History New 52,953 5,288 3.25% 704 +52,953 New Q4 2025 Feb 18, 2026
Wealth Enhancement Trust Services, Inc. History New 52,887 5,282 0.67% 705 +52,887 New Q4 2025 Jan 27, 2026
Bedell Frazier Investment Counselling, LLC History Added to 52,466 5,240 1.01% 0.73% 706 +16,860 47.35% Q4 2025 Feb 17, 2026
Columbia Bank History Reduced 52,131 5,206 1.45% 1.6% 707 -4,523 -7.98% Q4 2025 Feb 13, 2026
INVESTED ADVISORS History Added to 52,112 5,204 5.39% 6.9% 708 +2,987 6.08% Q4 2025 Jan 26, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 51,980 5,191 1.71% 1.65% 709 +2,643 5.36% Q4 2025 Jan 27, 2026
Aspect Partners, LLC History Added to 51,843 5,178 2.27% 2.22% 710 +3,064 6.28% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Reduced 51,464 5,140 0.03% 0.03% 711 -1,985 -3.71% Q4 2025 Feb 10, 2026
Modus Advisors, LLC History Added to 51,381 5,131 1.35% 1.28% 712 +4,562 9.74% Q4 2025 Feb 11, 2026
Coign Capital Advisors LLC History Added to 51,301 5,123 2.68% 2.72% 713 +1,946 3.94% Q4 2025 Jan 20, 2026
BARCLAYS PLC History Added to 51,033 5,097 0.0% 0.0% 714 +50,583 11240.67% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 50,961 5,090 0.01% 0.0% 715 +33,830 197.48% Q4 2025 Feb 05, 2026
MorganRosel Wealth Management, LLC History Added to 50,802 5,074 1.27% 1.1% 716 +8,260 19.42% Q4 2025 Feb 13, 2026
SAX WEALTH ADVISORS, LLC History Added to 50,763 5,070 0.24% 0.08% 717 +36,574 257.76% Q4 2025 Jan 12, 2026
SteelPeak Wealth, LLC History Added to 50,752 5,069 0.17% 0.1% 718 +21,358 72.66% Q4 2025 Jan 20, 2026
Stone Wealth Partners History New 50,715 5,065 4.51% 719 +50,715 New Q4 2025 Feb 24, 2026
Newport Capital Group, LLC History Added to 50,686 5,062 3.09% 2.82% 720 +5,882 13.13% Q4 2025 Feb 13, 2026
ARRIEN INVESTMENTS, INC. History Reduced 50,676 5,061 2.85% 3.97% 721 -17,112 -25.24% Q4 2025 Jan 30, 2026
Lynch Investment Planning, LLC History New 50,644 5,058 4.85% 722 +50,644 New Q4 2025 Feb 24, 2026
Innova Wealth Partners History Reduced 50,403 5,034 2.54% 2.96% 723 -4,354 -7.95% Q4 2025 Jan 07, 2026
Joseph P. Lucia & Associates, LLC History Added to 50,174 5,011 1.81% 1.65% 724 +6,583 15.1% Q4 2025 Jan 28, 2026
Synergy Asset Management, LLC History Reduced 50,056 4,999 0.52% 0.64% 725 -127,695 -71.84% Q4 2025 Jan 13, 2026
Wise Wealth Partners History Added to 49,448 4,938 7.09% 6.96% 726 +3,981 8.76% Q4 2025 Jan 29, 2026
Impact Capital Partners LLC History Added to 48,865 4,880 1.45% 1.45% 727 +808 1.68% Q4 2025 Jan 07, 2026
Canton Hathaway, LLC History No change 48,700 4,864 0.94% 0.94% 728 0 0.0% Q4 2025 Jan 21, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 48,099 4,804 0.57% 0.58% 729 +2,764 6.1% Q4 2025 Jan 26, 2026
BLB&B Advisors, LLC History Reduced 48,097 4,803 0.2% 0.61% 730 -93,273 -65.98% Q4 2025 Jan 26, 2026
PFG Investments, LLC History Added to 48,015 4,795 0.23% 0.24% 731 +1,852 4.01% Q4 2025 Jan 26, 2026
Arcadia Wealth Management, LLC History Added to 47,893 4,783 1.78% 1.89% 732 +254 0.53% Q4 2025 Feb 03, 2026
IFS Advisors, LLC History Added to 47,702 4,764 2.48% 2.3% 733 +8,551 21.84% Q4 2025 Jan 09, 2026
Rehmann Capital Advisory Group History Reduced 47,659 4,760 0.25% 0.35% 734 -15,951 -25.08% Q4 2025 Mar 04, 2026
Compagnie Lombard Odier SCmA History Added to 47,617 4,755 0.05% 0.05% 735 +3,817 8.71% Q4 2025 Jan 16, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 46,621 4,739 6.11% 6.25% 736 +4,924 11.81% Q4 2025 Feb 23, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 47,243 4,718 1.18% 1.14% 737 -2,078 -4.21% Q4 2025 Feb 06, 2026
1ST SOURCE BANK History Reduced 47,162 4,710 0.25% 0.26% 738 -2,842 -5.68% Q4 2025 Feb 05, 2026
Proficio Capital Partners LLC History Reduced 47,054 4,699 0.33% 0.36% 739 -5,593 -10.62% Q4 2025 Feb 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 46,868 4,681 0.59% 0.56% 740 +4,828 11.48% Q4 2025 Jan 14, 2026
NVWM, LLC History Added to 46,797 4,674 1.02% 0.44% 743 +27,371 140.9% Q4 2025 Jan 20, 2026
Logan Stone Capital, LLC History Reduced 46,805 4,674 1.15% 2.34% 741 -4,550 -8.86% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Reduced 46,800 4,674 1.07% 1.01% 742 -1,630 -3.37% Q4 2025 Feb 02, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 46,652 4,659 2.04% 1.97% 745 +3,102 7.12% Q4 2025 Feb 05, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 46,655 4,659 1.39% 1.48% 744 0 0.0% Q4 2025 Jan 26, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 46,541 4,648 1.33% 1.73% 746 -9,418 -16.83% Q4 2025 Feb 11, 2026
Park Place Capital Corp History Reduced 46,399 4,634 0.96% 1.13% 747 -7,025 -13.15% Q4 2025 Jan 09, 2026
Ullmann Wealth Partners Group, LLC History Added to 46,053 4,630 0.48% 0.5% 748 +18 0.04% Q4 2025 Feb 12, 2026
Kagan Cocozza Asset Management History Reduced 46,234 4,617 3.28% 3.53% 749 -226 -0.49% Q4 2025 Jan 23, 2026
Legacy Edge Advisors, LLC History New 45,891 4,583 0.5% 750 +45,891 New Q4 2025 Feb 02, 2026
Flagship Private Wealth, LLC History Added to 45,721 4,566 1.79% 1.68% 751 +3,936 9.42% Q4 2025 Feb 04, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 45,571 4,552 0.13% 0.28% 752 +875 1.96% Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Reduced 45,378 4,532 0.56% 0.61% 753 -118 -0.26% Q4 2025 Jan 26, 2026
ALPS ADVISORS INC History No change 45,215 4,516 0.03% 0.03% 754 0 0.0% Q4 2025 Feb 12, 2026
Patten Group, Inc. History Added to 45,038 4,498 0.83% 0.54% 755 +17,416 63.05% Q4 2025 Jan 23, 2026
Forum Private Client Group LLC History Reduced 44,803 4,474 1.52% 1.68% 756 -2,355 -4.99% Q4 2025 Feb 06, 2026
Northern Lights Advisors, Inc. History New 44,763 4,470 3.07% 757 +44,763 New Q4 2025 Apr 20, 2026
Ironwood Financial, llc History Reduced 44,612 4,466 0.76% 0.84% 758 -2,912 -6.13% Q4 2025 Jan 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 44,628 4,457 1.58% 1.61% 759 +68 0.15% Q4 2025 Jan 09, 2026
TI-TRUST, INC History Added to 44,581 4,452 2.75% 2.73% 760 +1,292 2.98% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History Added to 44,448 4,439 1.71% 1.87% 761 +2,743 6.58% Q4 2025 Jan 21, 2026
Sound View Wealth Advisors Group, LLC History Added to 44,439 4,438 0.3% 0.3% 762 +1,079 2.49% Q4 2025 Jan 08, 2026
Conservest Capital Advisors, Inc. History Added to 43,964 4,391 0.4% 0.4% 763 +302 0.69% Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History Added to 43,866 4,381 0.28% 0.16% 764 +20,198 85.34% Q4 2025 Feb 03, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 43,820 4,376 1.69% 1.76% 765 -1,128 -2.51% Q4 2025 Jan 21, 2026
Equity Wealth Partners, LLC History Reduced 43,751 4,369 2.83% 3.57% 766 -173 -0.39% Q4 2025 Jan 26, 2026
Parallax Volatility Advisers, L.P. History No change 43,651 4,359 0.01% 0.01% 767 0 0.0% Q4 2025 Feb 17, 2026
Wall Street Financial Group, Inc. History Added to 43,453 4,342 3.16% 2.27% 768 +12,558 40.65% Q4 2025 Jan 16, 2026
Cannon Wealth Management Services, LLC History Added to 43,310 4,325 3.05% 3.22% 769 +834 1.96% Q4 2025 Jan 27, 2026
AtlasMark Financial, Inc History Reduced 43,214 4,316 2.79% 3.13% 770 -3,444 -7.38% Q4 2025 Apr 22, 2026
FSA WEALTH PARTNERS, INC. History Added to 43,155 4,310 1.55% 0.95% 771 +18,459 74.74% Q4 2025 Jan 30, 2026
Indivisible Partners History New 42,901 4,284 0.46% 772 +42,901 New Q4 2025 Feb 03, 2026
LEUTHOLD GROUP, LLC History Reduced 42,755 4,270 0.46% 0.52% 773 -5,015 -10.5% Q4 2025 Feb 05, 2026
LM Advisors LLC History Reduced 425 4,256 0.08% 0.05% 774 -3,281 -88.53% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 42,524 4,247 0.02% 0.02% 775 +3,888 10.06% Q4 2025 Jan 12, 2026
5T Wealth, LLC History Added to 42,365 4,231 1.69% 1.72% 776 +3,028 7.7% Q4 2025 Jan 27, 2026
FLAGSTAR ADVISORS INC History Reduced 42,084 4,203 1.41% 2.38% 777 -35,484 -45.75% Q4 2025 Jan 13, 2026
Snowden Capital Advisors LLC History Added to 42,085 4,203 0.11% 0.1% 778 +4,541 12.1% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 42,048 4,199 0.94% 0.95% 779 +1,159 2.83% Q4 2025 Jan 23, 2026
Fortis Capital Advisors, LLC History Added to 42,011 4,196 0.62% 0.6% 780 +4,250 11.25% Q4 2025 Jan 27, 2026
Accel Wealth Management History Added to 41,761 4,171 1.14% 1.16% 781 +2,078 5.24% Q4 2025 Jan 20, 2026
Pathstone Holdings, LLC History New 41,430 4,137 0.02% 782 +41,430 New Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 41,395 4,134 0.12% 0.12% 783 -1,275 -2.99% Q4 2025 Jan 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 41,136 4,108 0.05% 0.1% 784 -43,675 -51.5% Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 41,014 4,096 0.43% 0.55% 785 -5,661 -12.13% Q4 2025 Feb 13, 2026
Wealthcare Capital Partners, LLC History Added to 40,985 4,093 1.92% 1.79% 786 +2,036 5.23% Q4 2025 Jan 14, 2026
Evercore Wealth Management, LLC History Added to 40,936 4,088 0.06% 0.06% 787 +1,202 3.03% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Reduced 40,715 4,066 0.3% 0.31% 788 -372 -0.91% Q4 2025 Jan 26, 2026
QUADRANT CAPITAL GROUP LLC History Added to 40,641 4,059 0.12% 0.12% 789 +4,953 13.88% Q4 2025 Feb 13, 2026
Tactive Advisors, LLC History Reduced 40,469 4,042 1.18% 1.17% 790 -959 -2.31% Q4 2025 Jan 09, 2026
TD Waterhouse Canada Inc. History Added to 40,378 4,032 0.03% 0.02% 791 +3,201 8.61% Q4 2025 Jan 27, 2026
TritonPoint Partners, LLC History New 39,876 3,982 2.13% 792 +39,876 New Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Reduced 39,483 3,943 0.31% 0.4% 793 -5,032 -11.3% Q4 2025 Jan 13, 2026
OLD MISSION CAPITAL LLC History New 39,371 3,932 0.09% 794 +39,371 New Q4 2025 Feb 17, 2026
INTREPID CAPITAL MANAGEMENT INC History Added to 39,218 3,917 1.52% 1.54% 795 +264 0.68% Q4 2025 Feb 13, 2026
Curated Wealth Partners LLC History New 39,175 3,912 0.42% 796 +39,175 New Q4 2025 Jan 12, 2026
Family Investment Center, Inc. History Added to 39,143 3,909 0.79% 0.81% 797 +3 0.01% Q4 2025 Jan 23, 2026
M Holdings Securities, Inc. History New 39,018 3,897 0.28% 798 +39,018 New Q4 2025 Feb 11, 2026
Legacy Wealth Management, Inc History Reduced 38,943 3,889 0.22% 0.23% 799 -1 -0.0% Q4 2025 Jan 21, 2026
LPWM LLC History Added to 38,925 3,887 0.98% 0.91% 800 +4,735 13.85% Q4 2025 Jan 06, 2026
KG&L Capital Management,LLC History Added to 38,754 3,870 0.96% 1.03% 801 +461 1.2% Q4 2025 Jan 23, 2026
Capital Advisors Wealth Management, LLC History Reduced 38,710 3,866 0.53% 0.57% 802 -1,327 -3.31% Q4 2025 Jan 21, 2026
Atwater Malick LLC History Added to 38,580 3,853 1.06% 0.8% 803 +10,953 39.65% Q4 2025 Jan 23, 2026
EFG International AG History New 38,551 3,850 0.07% 804 +38,551 New Q4 2025 Feb 17, 2026
Sincerus Advisory, LLC History Added to 38,439 3,839 3.09% 3.08% 805 +2,533 7.05% Q4 2025 Jan 08, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 38,424 3,837 0.47% 0.5% 806 -396 -1.02% Q4 2025 Jan 07, 2026
GuidedMoney, LLC History New 38,322 3,827 2.04% 807 +38,322 New Q4 2025 Feb 23, 2026
North Berkeley Wealth Management, LLC History Added to 38,310 3,826 2.26% 1.82% 808 +15,356 66.9% Q4 2025 Feb 10, 2026
HEARTLAND ADVISORS INC History No change 38,258 3,821 0.21% 0.2% 809 0 0.0% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Added to 38,188 3,814 0.18% 0.06% 810 +26,230 219.35% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Added to 38,183 3,813 0.12% 0.11% 811 +542 1.44% Q4 2025 Jan 09, 2026
Compass Ion Advisors, LLC History Reduced 37,974 3,792 0.36% 0.38% 812 -873 -2.25% Q4 2025 Jan 29, 2026
FIRST MANHATTAN CO. LLC. History Reduced 37,965 3,791 0.01% 0.01% 813 -17,886 -32.02% Q4 2025 Feb 17, 2026
Vestwell Advisors, LLC History Reduced 37,873 3,782 0.56% 14.6% 814 -370,428 -90.72% Q4 2025 Feb 13, 2026
Liberty Atlantic Advisors LLC History New 37,857 3,781 3.71% 815 +37,857 New Q4 2025 Feb 03, 2026
Hudson Oak Wealth Advisory LLC History New 37,845 3,779 3.33% 816 +37,845 New Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 37,828 3,778 3.28% 817 +37,828 New Q4 2025 Feb 10, 2026
Edge Financial Advisors LLC History Added to 37,794 3,774 1.59% 1.7% 818 +55 0.15% Q4 2025 Jan 28, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 37,699 3,765 3.71% 819 +37,699 New Q4 2025 Jan 26, 2026
Granite Bay Wealth Management, LLC History Added to 37,673 3,762 0.91% 0.83% 821 +5,726 17.92% Q4 2025 Feb 05, 2026
MPS Loria Financial Planners, LLC History Added to 37,667 3,762 0.97% 0.96% 820 +1,524 4.22% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History Added to 37,392 3,734 0.27% 0.27% 822 +1,094 3.01% Q4 2025 Feb 11, 2026
Stonekeep Investments, LLC History Reduced 37,357 3,731 2.39% 2.38% 823 -185 -0.49% Q4 2025 Jan 07, 2026
Charter Capital Management, LLC\DE History Added to 37,268 3,722 1.92% 1.99% 824 +506 1.38% Q4 2025 Jan 22, 2026
DAVIDSON TRUST CO History Added to 37,130 3,708 1.55% 1.39% 825 +3,498 10.4% Q4 2025 Jan 27, 2026
WAYCROSS PARTNERS, LLC History No change 37,110 3,706 0.3% 0.32% 826 0 0.0% Q4 2025 Jan 14, 2026
FineMark National Bank & Trust History Added to 37,033 3,698 0.12% 0.11% 827 +4,419 13.55% Q4 2025 Feb 12, 2026
Exchange Bank History Reduced 36,775 3,673 2.54% 2.57% 828 -225 -0.61% Q4 2025 Jan 13, 2026
Wealth Management Associates, Inc. History Added to 36,745 3,670 1.28% 1.24% 829 +1,960 5.63% Q4 2025 Jan 20, 2026
FIRST AMERICAN TRUST, FSB History Reduced 36,721 3,667 0.25% 0.29% 830 -3,378 -8.42% Q4 2025 Feb 11, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 36,691 3,664 0.7% 0.9% 831 -12,372 -25.22% Q4 2025 Feb 09, 2026
Randall & Associates Wealth Management History Added to 36,674 3,662 2.54% 2.56% 832 +1,427 4.05% Q4 2025 Jan 14, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 36,644 3,660 1.77% 1.61% 833 +4,302 13.3% Q4 2025 Jan 14, 2026
Mechanics Bank Trust Department History Reduced 36,641 3,659 0.48% 0.52% 834 -536 -1.44% Q4 2025 Jan 14, 2026
Westfuller Advisors, LLC History Added to 36,632 3,658 1.48% 1.24% 835 +9,501 35.02% Q4 2025 Jan 21, 2026
Stewardship Advisors, LLC History Added to 36,577 3,653 0.84% 0.63% 836 +10,005 37.65% Q4 2025 Jan 15, 2026
DT Investment Partners, LLC History Reduced 36,482 3,643 0.3% 1.98% 837 -197,151 -84.38% Q4 2025 Feb 10, 2026
Innovative Wealth Building LLC History Reduced 36,461 3,641 2.65% 2.93% 838 -1,049 -2.8% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 36,451 3,640 0.06% 839 +36,451 New Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 36,373 3,632 0.59% 0.64% 840 -45 -0.12% Q4 2025 Feb 11, 2026
TFB Advisors LLC History Added to 36,242 3,619 1.01% 0.97% 841 +3,207 9.71% Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History Reduced 36,083 3,603 1.09% 1.18% 842 -1,412 -3.77% Q4 2025 Jan 22, 2026
Maxele Advisors, LLC History Reduced 35,956 3,591 2.92% 3.12% 843 -117 -0.32% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Added to 35,913 3,586 0.07% 0.05% 844 +13,151 57.78% Q4 2025 Feb 02, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 35,604 3,556 1.53% 1.52% 845 +3,073 9.45% Q4 2025 Jan 22, 2026
NYL Investors LLC History Added to 35,571 3,552 1.21% 1.14% 846 +895 2.58% Q4 2025 Feb 11, 2026
Pacific Park Financial, Inc. History New 35,534 3,549 2.22% 847 +35,534 New Q4 2025 Jan 30, 2026
Topor & Co. Korea History New 35,354 3,531 2.66% 848 +35,354 New Q4 2025 Apr 13, 2026
J.Safra Asset Management Corp History Added to 35,315 3,527 0.18% 0.18% 849 +6,075 20.78% Q4 2025 Feb 11, 2026
Wilian Securities, LLC History New 35,138 3,509 3.78% 850 +35,138 New Q4 2025 Feb 06, 2026
Financial Strategies Group, Inc. History Added to 35,061 3,506 0.63% 0.67% 851 +7 0.02% Q4 2025 Feb 05, 2026
American State Bank (Iowa) History Added to 34,994 3,495 1.68% 1.6% 852 +3,589 11.43% Q4 2025 Apr 14, 2026
Compton Financial Group, LLC History Reduced 34,685 3,464 0.78% 1.01% 853 -7,034 -16.86% Q4 2025 Feb 05, 2026
Advisor OS, LLC History Reduced 34,515 3,447 0.28% 0.34% 854 -4,429 -11.37% Q4 2025 Feb 04, 2026
Chandler Asset Management, Inc. History No change 34,482 3,444 0.55% 0.57% 855 0 0.0% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Added to 34,277 3,423 0.2% 0.19% 856 +1,672 5.13% Q4 2025 Jan 30, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 34,185 3,414 0.94% 1.34% 857 -28,207 -45.21% Q4 2025 Feb 12, 2026
ADIRONDACK TRUST CO History No change 34,098 3,405 1.12% 1.15% 858 0 0.0% Q4 2025 Jan 08, 2026
Quantum Financial Planning Services, Inc. History New 34,024 3,398 1.23% 859 +34,024 New Q4 2025 Jan 15, 2026
Oxinas Partners, LLC History Added to 33,955 3,391 1.63% 1.68% 860 +2,625 8.38% Q4 2025 Jan 26, 2026
Envision Financial LLC History Added to 33,577 3,353 1.77% 1.51% 861 +7,206 27.33% Q4 2025 Jan 07, 2026
Stronghold Wealth Management L.L.C. History New 33,479 3,343 4.94% 862 +33,479 New Q4 2025 Feb 06, 2026
CAP Partners, LLC History Added to 32,946 3,290 1.86% 1.73% 863 +2,577 8.49% Q4 2025 Feb 04, 2026
DecisionMap Wealth Management, LLC History Added to 32,901 3,286 2.03% 1.97% 865 +2,303 7.53% Q4 2025 Jan 07, 2026
Gryphon Financial Partners LLC History Added to 32,901 3,286 0.35% 0.36% 864 +1,036 3.25% Q4 2025 Jan 08, 2026
Bigelow Investment Advisors, LLC History Added to 32,566 3,252 1.27% 1.21% 866 +2,546 8.48% Q4 2025 Jan 28, 2026
Winthrop Capital Management, LLC History Reduced 32,506 3,247 0.76% 0.98% 867 -8,087 -19.92% Q4 2025 Feb 10, 2026
NDWM LLC History Added to 32,204 3,216 2.13% 2.04% 868 +2,214 7.38% Q4 2025 Feb 05, 2026
Midwest Trust Co History Added to 32,095 3,205 0.04% 0.04% 869 +438 1.38% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Added to 32,078 3,203 0.0% 0.0% 870 +1,118 3.61% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Reduced 32,061 3,202 0.24% 0.25% 871 -360 -1.11% Q4 2025 Jan 23, 2026
Integrated Investment Consultants, LLC History Added to 31,656 3,161 0.62% 0.33% 872 +12,141 62.21% Q4 2025 Mar 03, 2026
PRIVATE TRUST CO NA History Added to 31,632 3,159 0.28% 0.24% 873 +4,126 15.0% Q4 2025 Jan 26, 2026
Madrona Financial Services, LLC History Reduced 31,513 3,147 0.67% 0.7% 874 -53 -0.17% Q4 2025 Jan 22, 2026
Cheviot Value Management, LLC History Reduced 31,355 3,140 0.31% 0.38% 875 -3,891 -11.04% Q4 2025 Feb 03, 2026
Simmons Bank History Reduced 31,367 3,132 0.21% 0.28% 876 -10,114 -24.38% Q4 2025 Feb 05, 2026
CGN Advisors LLC History Added to 31,304 3,126 0.25% 0.25% 877 +948 3.12% Q4 2025 Jan 05, 2026
Michels Family Financial, LLC History Added to 31,258 3,122 2.29% 2.31% 878 +1,703 5.76% Q4 2025 Feb 19, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 31,110 3,107 1.73% 879 +31,110 New Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Added to 30,931 3,089 0.2% 0.19% 880 +3,088 11.09% Q4 2025 Apr 02, 2026
SAXON INTERESTS, INC. History Added to 30,879 3,084 1.08% 1.06% 881 +3,659 13.44% Q4 2025 Feb 13, 2026
Long Run Wealth Advisors, LLC History Added to 30,850 3,081 0.58% 0.59% 882 +653 2.16% Q4 2025 Feb 02, 2026
Compass Financial Group, Inc. History Reduced 30,770 3,073 1.36% 1.39% 883 -196 -0.63% Q4 2025 Feb 05, 2026
Wingate Wealth Advisors, Inc. History Reduced 30,756 3,071 1.71% 2.15% 884 -180 -0.58% Q4 2025 Jan 28, 2026
Accredited Investors Inc. History Added to 30,597 3,056 0.16% 0.16% 885 +1,453 4.99% Q4 2025 Feb 05, 2026
Larry Mathis Financial Planning, LLC History New 30,524 3,048 2.69% 887 +30,524 New Q4 2025 Mar 11, 2026
Northstar Advisory Group, LLC History Reduced 30,517 3,048 1.08% 1.25% 886 -70 -0.23% Q4 2025 Jan 15, 2026
STOCK YARDS BANK & TRUST CO History Reduced 30,486 3,044 0.09% 0.1% 888 -944 -3.0% Q4 2025 Jan 21, 2026
Strive Financial Group ,LLC History New 30,452 3,041 1.51% 889 +30,452 New Q4 2025 Feb 18, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 30,071 3,003 0.88% 0.94% 890 -123 -0.41% Q4 2025 Jan 21, 2026
DEARBORN PARTNERS LLC History Added to 29,888 2,985 0.15% 0.08% 891 +11,809 65.32% Q4 2025 Feb 11, 2026
Alhambra Investment Management LLC History Reduced 29,649 2,961 1.38% 1.43% 892 -403 -1.34% Q4 2025 Jan 15, 2026
Merited Wealth, LLC History New 29,635 2,959 2.74% 893 +29,635 New Q4 2025 Mar 26, 2026
Hickory Point Bank & Trust History No change 29,550 2,951 2.14% 2.21% 894 0 0.0% Q4 2025 Jan 12, 2026
Prosperity Planning, Inc. History Reduced 29,472 2,943 0.77% 0.8% 895 -44 -0.15% Q4 2025 Jan 14, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 29,461 2,942 0.28% 0.28% 896 +662 2.3% Q4 2025 Jan 20, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 29,399 2,936 1.06% 1.18% 898 -2,139 -6.78% Q4 2025 Jan 14, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 29,401 2,936 0.08% 0.08% 897 -501 -1.68% Q4 2025 Jan 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 29,223 2,918 0.49% 899 +29,223 New Q4 2025 Feb 12, 2026
AMG National Trust Bank History Reduced 29,210 2,917 0.07% 0.07% 900 -715 -2.39% Q4 2025 Jan 30, 2026
Arista Wealth Management, LLC History Reduced 29,173 2,913 0.36% 0.48% 901 -9,695 -24.94% Q4 2025 Feb 09, 2026
Maia Wealth LLC History Reduced 28,930 2,912 0.5% 0.51% 902 -1,059 -3.53% Q4 2025 Feb 17, 2026
Global Trust Wealth Management LLC History New 29,080 2,904 2.15% 903 +29,080 New Q4 2025 Jan 28, 2026
Measured Wealth Private Client Group, LLC History Added to 29,020 2,898 0.77% 0.67% 904 +4,171 16.79% Q4 2025 Feb 10, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 28,873 2,883 1.83% 1.15% 905 +11,801 69.12% Q4 2025 Feb 04, 2026
SC&H Financial Advisors, Inc. History Added to 28,855 2,881 0.45% 0.43% 906 +2,471 9.37% Q4 2025 Jan 21, 2026
Valpey Financial Services, LLC History Added to 28,763 2,872 1.83% 1.88% 907 +155 0.54% Q4 2025 Mar 04, 2026
FIRST INTERSTATE BANK History Added to 28,708 2,867 0.15% 0.16% 908 +305 1.07% Q4 2025 Jan 29, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 28,640 2,860 0.45% 0.46% 909 +788 2.83% Q4 2025 Feb 11, 2026
Fairway Wealth LLC History Added to 28,623 2,858 0.77% 0.75% 910 +2,120 8.0% Q4 2025 Jan 28, 2026
SYM FINANCIAL Corp History Added to 28,573 2,853 0.29% 0.29% 911 +1,258 4.61% Q4 2025 Feb 13, 2026
Vernal Point Advisors, LLC History Reduced 28,384 2,834 1.17% 3.78% 912 -59,061 -67.54% Q4 2025 Feb 13, 2026
Invera Wealth Advisors, LLC History Added to 28,271 2,823 1.78% 1.5% 913 +3,915 16.07% Q4 2025 Jan 23, 2026
Retirement Systems of Alabama History Added to 27,899 2,786 0.01% 0.01% 914 +785 2.9% Q4 2025 Jan 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 27,732 2,769 0.12% 0.11% 915 +2,664 10.63% Q4 2025 Feb 09, 2026
Delos Wealth Advisors, LLC History Added to 27,724 2,769 1.83% 1.84% 916 +530 1.95% Q4 2025 Feb 17, 2026
Balefire, LLC History Added to 27,602 2,756 0.54% 0.24% 917 +15,841 134.69% Q4 2025 Jan 12, 2026
Private Wealth Asset Management, LLC History Added to 27,572 2,753 0.3% 0.27% 918 +4,403 19.0% Q4 2025 Feb 10, 2026
Hoxton Planning & Management, LLC History Reduced 27,505 2,747 0.82% 0.91% 919 -721 -2.55% Q4 2025 Feb 11, 2026
ELEVATUS WELATH MANAGEMENT History Added to 27,425 2,739 0.75% 0.18% 920 +21,285 346.66% Q4 2025 Jan 14, 2026
Stockman Wealth Management, Inc. History Added to 27,187 2,715 0.32% 0.33% 921 +674 2.54% Q4 2025 Jan 29, 2026
Cooksen Wealth, LLC History Added to 27,089 2,705 1.98% 1.97% 922 +824 3.14% Q4 2025 Jan 20, 2026
Cypress Capital Group History Added to 26,898 2,686 0.3% 0.31% 923 +1,165 4.53% Q4 2025 Feb 11, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 26,783 2,675 0.34% 0.36% 924 -822 -2.98% Q4 2025 Feb 03, 2026
Premier Path Wealth Partners, LLC History Added to 26,706 2,667 0.34% 0.14% 925 +15,581 140.05% Q4 2025 Jan 22, 2026
ROCKLAND TRUST CO History Reduced 26,600 2,656 0.1% 0.14% 926 -6,983 -20.79% Q4 2025 Jan 15, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 26,492 2,646 1.94% 1.96% 927 -218 -0.82% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Added to 26,467 2,643 0.38% 0.15% 928 +17,188 185.24% Q4 2025 Jan 22, 2026
Triad Wealth Partners, LLC History Reduced 26,395 2,636 0.25% 0.35% 929 -844 -3.1% Q4 2025 Jan 22, 2026
Aries Wealth Management History Added to 26,264 2,623 0.58% 0.52% 930 +4,229 19.19% Q4 2025 Jan 30, 2026
WealthShield Partners, LLC History Added to 26,251 2,620 0.29% 0.25% 931 +4,132 18.68% Q4 2025 Feb 03, 2026
Avior Wealth Management, LLC History Added to 26,159 2,602 0.08% 0.05% 932 +11,206 74.94% Q4 2025 Jan 06, 2026
NTV ASSET MANAGEMENT LLC History Added to 25,899 2,586 0.27% 0.27% 933 +1,085 4.37% Q4 2025 Jan 20, 2026
Chris Bulman Inc History Added to 25,838 2,580 1.14% 0.99% 934 +6,100 30.9% Q4 2025 Jan 14, 2026
Riverview Trust Co History No change 25,819 2,578 3.1% 3.13% 935 0 0.0% Q4 2025 Jan 26, 2026
Lionsbridge Wealth Management LLC History Reduced 25,779 2,574 2.6% 2.56% 936 -126 -0.49% Q4 2025 Jan 26, 2026
Core Wealth Partners LLC History Added to 25,754 2,572 1.16% 1.04% 937 +3,058 13.47% Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Added to 25,618 2,558 0.37% 0.4% 938 +547 2.18% Q4 2025 Feb 09, 2026
Capstone Wealth Management, Inc. History New 25,438 2,541 2.23% 939 +25,438 New Q4 2025 Feb 20, 2026
Occidental Asset Management, LLC History Reduced 25,407 2,537 0.3% 0.33% 940 -1,100 -4.15% Q4 2025 Jan 08, 2026
Asset Management Group, Inc. History Reduced 25,296 2,526 0.41% 0.46% 941 -2,727 -9.73% Q4 2025 Feb 17, 2026
Turn8 Private Wealth Inc. History Added to 25,256 2,522 1.81% 1.8% 942 +211 0.84% Q4 2025 Feb 10, 2026
Iowa State Bank History Added to 25,173 2,514 0.47% 0.41% 943 +3,438 15.82% Q4 2025 Jan 06, 2026
BLALOCK WILLIAMS, LLC History Added to 25,164 2,513 2.01% 1.75% 944 +5,196 26.02% Q4 2025 Feb 02, 2026
Austin Wealth Management, LLC History Added to 24,898 2,488 0.37% 0.39% 945 +504 2.07% Q4 2025 Jan 26, 2026
Running Point Capital Advisors, LLC History Reduced 24,892 2,486 0.68% 0.68% 946 -361 -1.43% Q4 2025 Feb 17, 2026
May Hill Capital, LLC History Added to 24,802 2,477 0.32% 0.22% 947 +17,438 236.8% Q4 2025 Feb 05, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 24,711 2,468 0.36% 2.4% 948 -130,951 -84.13% Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 24,693 2,466 0.33% 949 +24,693 New Q4 2025 Feb 09, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 24,655 2,462 1.23% 1.39% 950 +6 0.02% Q4 2025 Jan 23, 2026
Cyndeo Wealth Partners, LLC History Reduced 24,615 2,458 0.13% 0.14% 951 -545 -2.17% Q4 2025 Jan 07, 2026
Transamerica Financial Advisors, LLC History Added to 24,592 2,456 0.21% 0.13% 952 +8,678 54.53% Q4 2025 Feb 13, 2026
Retirement Wealth Solutions LLC History Added to 24,588 2,455 1.55% 1.48% 953 +2,171 9.68% Q4 2025 Jan 07, 2026
Financial Freedom, LLC History Reduced 24,573 2,454 1.22% 1.23% 954 -72 -0.29% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 24,558 2,452 0.28% 0.24% 955 +10,799 78.49% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. History Added to 24,534 2,450 0.68% 0.58% 956 +4,907 25.0% Q4 2025 Jan 26, 2026
LCNB CORP History Added to 24,515 2,448 0.82% 0.86% 957 +31 0.13% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Reduced 24,497 2,446 0.09% 0.1% 958 -1,707 -6.51% Q4 2025 Feb 04, 2026
Headlands Technologies LLC History Reduced 24,420 2,439 0.2% 0.59% 959 -49,152 -66.81% Q4 2025 Feb 13, 2026
McNaughton Wealth Management, LLC History Reduced 24,251 2,422 1.0% 1.06% 960 -741 -2.96% Q4 2025 Jan 12, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 24,234 2,420 1.03% 1.06% 961 -441 -1.79% Q4 2025 Jan 22, 2026
Portfolio Resources Advisor Group, Inc. History New 24,197 2,416 2.41% 962 +24,197 New Q4 2025 Feb 13, 2026
Core Wealth Management, Inc. History Reduced 24,077 2,404 0.75% 0.8% 963 -788 -3.17% Q4 2025 Jan 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 24,057 2,402 0.01% 0.0% 965 +17,882 289.59% Q4 2025 Feb 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 24,052 2,402 0.08% 0.07% 964 +3,564 17.4% Q4 2025 Feb 12, 2026
LongView Wealth Management History Added to 23,948 2,397 0.58% 0.6% 966 +2,009 9.16% Q4 2025 Jan 13, 2026
Voya Financial Advisors, Inc. History Added to 23,910 2,394 0.23% 0.2% 967 +3,265 15.81% Q4 2025 Feb 13, 2026
Keenan, LLC History New 23,880 2,385 2.1% 968 +23,880 New Q4 2025 Mar 04, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 23,844 2,381 0.06% 0.11% 969 -18,809 -44.1% Q4 2025 Jan 07, 2026
Teucrium Investment Advisors, LLC History New 23,836 2,380 2.61% 970 +23,836 New Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 23,661 2,363 0.0% 0.0% 972 +7,374 45.28% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 23,666 2,363 0.05% 0.05% 971 -4,557 -16.15% Q4 2025 Feb 05, 2026
Miller Capital Partners, Inc. History New 23,525 2,349 1.18% 973 +23,525 New Q4 2025 Feb 17, 2026
Ascent Wealth Partners, LLC History Added to 23,423 2,339 0.27% 0.27% 974 +521 2.27% Q4 2025 Feb 02, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 23,312 2,335 2.17% 975 +23,312 New Q4 2025 Feb 18, 2026
Pointe Capital Management LLC History Added to 23,244 2,321 1.15% 1.04% 976 +2,111 9.99% Q4 2025 Feb 17, 2026
C2C Wealth Management, LLC History Reduced 23,212 2,318 1.95% 2.01% 977 -133 -0.57% Q4 2025 Jan 21, 2026
Waldron Private Wealth LLC History Reduced 23,129 2,310 0.09% 0.13% 978 -7,681 -24.93% Q4 2025 Jan 14, 2026
Aviance Capital Partners, LLC History Added to 23,115 2,308 0.27% 0.27% 979 +656 2.92% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 22,928 2,289 0.0% 0.0% 980 +7,964 53.22% Q4 2025 Feb 17, 2026
Axis Wealth Partners, LLC History Added to 22,870 2,284 1.26% 1.3% 981 +678 3.06% Q4 2025 Jan 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History New 22,859 2,283 0.36% 982 +22,859 New Q4 2025 Feb 02, 2026
L.K. Benson & Company, P.C. History Added to 22,747 2,271 1.14% 1.12% 983 +2,059 9.95% Q4 2025 Feb 06, 2026
Purpose Unlimited Inc. History New 22,671 2,264 0.1% 984 +22,671 New Q4 2025 Mar 20, 2026
DENALI ADVISORS LLC History Reduced 22,566 2,253 0.25% 0.3% 985 -3,590 -13.73% Q4 2025 Feb 03, 2026
Net Worth Advisory Group History Added to 22,495 2,246 0.45% 0.49% 986 +5,556 32.8% Q4 2025 Jan 14, 2026
Larson Financial Group LLC History Added to 22,320 2,229 0.07% 0.08% 987 +237 1.07% Q4 2025 Feb 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 22,280 2,225 0.04% 0.03% 988 +748 3.47% Q4 2025 Feb 10, 2026
FIRST FINANCIAL BANKSHARES INC History No change 22,065 2,203 0.04% 0.05% 989 0 0.0% Q4 2025 Feb 12, 2026
McAdam, LLC History Reduced 22,038 2,201 0.1% 0.11% 990 -591 -2.61% Q4 2025 Feb 13, 2026
Register Financial Advisors LLC History Added to 21,968 2,194 0.85% 0.74% 991 +3,097 16.41% Q4 2025 Jan 21, 2026
Security Financial Services, INC. History Reduced 21,957 2,193 0.34% 0.36% 992 -150 -0.68% Q4 2025 Jan 27, 2026
Auour Investments LLC History Added to 21,926 2,189 0.7% 0.71% 993 +86 0.39% Q4 2025 Jan 12, 2026
FIRST NATIONAL TRUST CO History Added to 21,820 2,179 0.07% 0.05% 994 +6,404 41.54% Q4 2025 Feb 09, 2026
Cherry Tree Wealth Management, LLC History Reduced 21,772 2,174 0.46% 0.57% 995 -3,977 -15.45% Q4 2025 Feb 10, 2026
PLANWISER FINANCIAL, LLC History Added to 21,708 2,170 1.62% 0.48% 997 +15,604 255.64% Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 21,727 2,170 0.37% 0.38% 996 +81 0.37% Q4 2025 Jan 26, 2026
EJMK Ventures LLC History New 21,647 2,162 1.33% 998 +21,647 New Q4 2025 Mar 03, 2026
JANE STREET GROUP, LLC History Added to 21,600 2,157 0.0% 0.0% 999 +9,400 77.05% Q4 2025 Feb 12, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 21,417 2,139 0.49% 0.51% 1000 +49 0.23% Q4 2025 Jan 28, 2026
Moss Adams Wealth Advisors LLC History Reduced 21,378 2,135 0.15% 0.17% 1001 -75 -0.35% Q4 2025 Jan 26, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 21,296 2,127 0.03% 0.06% 1002 -18,213 -46.1% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Added to 21,250 2,122 0.35% 0.32% 1003 +2,634 14.15% Q4 2025 Jan 16, 2026
United Asset Strategies, Inc. History Reduced 21,221 2,119 0.16% 0.19% 1004 -2,096 -8.99% Q4 2025 Jan 28, 2026
BOK Financial Private Wealth, Inc. History Added to 21,121 2,109 0.13% 0.13% 1005 +511 2.48% Q4 2025 Feb 06, 2026
PINNACLE ASSOCIATES LTD History Reduced 21,043 2,101 0.03% 0.03% 1006 -1,399 -6.23% Q4 2025 Feb 05, 2026
Lake Hills Wealth Management, LLC History Added to 20,971 2,094 1.09% 1.04% 1007 +1,444 7.39% Q4 2025 Jan 07, 2026
Landing Point Financial Group, LLC History Reduced 20,726 2,070 1.03% 1.14% 1008 -1,174 -5.36% Q4 2025 Feb 11, 2026
JMG Financial Group, Ltd. History Added to 20,633 2,060 0.06% 0.06% 1009 +200 0.98% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Added to 20,611 2,058 0.09% 0.09% 1010 +1,019 5.2% Q4 2025 Jan 22, 2026
Grey Ledge Advisors, LLC History Added to 20,538 2,051 0.46% 0.46% 1011 +156 0.77% Q4 2025 Feb 05, 2026
American Investment Services, Inc. History Added to 20,406 2,038 0.47% 0.39% 1012 +4,091 25.08% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Added to 20,280 2,025 0.02% 0.02% 1013 +2,459 13.8% Q4 2025 Feb 10, 2026
Narus Financial Partners, LLC History Added to 20,240 2,021 0.56% 0.54% 1014 +471 2.38% Q4 2025 Feb 09, 2026
Strategic Blueprint, LLC History Reduced 20,160 2,013 0.12% 0.13% 1015 -9,781 -32.67% Q4 2025 Jan 30, 2026
Curi Capital, LLC History Added to 19,960 1,993 0.03% 0.03% 1016 +5,974 42.71% Q4 2025 Feb 17, 2026
Diligent Investors, LLC History Reduced 19,721 1,969 0.48% 0.51% 1017 -595 -2.93% Q4 2025 Jan 23, 2026
Capital Investment Management, Inc. History New 19,707 1,968 0.69% 1018 +19,707 New Q4 2025 Apr 10, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 19,688 1,966 0.33% 0.34% 1019 0 0.0% Q4 2025 Jan 15, 2026
Ironwood Investment Counsel, LLC History Added to 19,398 1,937 0.27% 0.24% 1020 +3,148 19.37% Q4 2025 Feb 06, 2026
Ballast, Inc. History Added to 19,388 1,936 0.45% 0.46% 1021 +633 3.38% Q4 2025 Feb 03, 2026
FSA Investment Group, LLC History Added to 19,348 1,932 1.18% 1.05% 1022 +2,536 15.08% Q4 2025 Jan 13, 2026
Ignite Planners, LLC History Added to 19,136 1,916 0.29% 0.29% 1023 +1,637 9.35% Q4 2025 Feb 06, 2026
Wealth Alliance Advisory Group, LLC History Added to 19,150 1,912 0.33% 0.3% 1024 +2,502 15.03% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 19,073 1,905 0.13% 0.19% 1025 -4,927 -20.53% Q4 2025 Feb 03, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 19,029 1,900 0.06% 0.07% 1026 -198 -1.03% Q4 2025 Feb 17, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 19,022 1,899 0.64% 0.64% 1027 +65 0.34% Q4 2025 Jan 29, 2026
Clarity Financial LLC History Added to 18,939 1,891 0.17% 0.18% 1028 +1,011 5.64% Q4 2025 Jan 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 18,815 1,879 0.4% 0.39% 1029 +3,897 26.12% Q4 2025 Feb 13, 2026
Skyline Advisors, Inc. History Reduced 18,781 1,875 0.63% 0.66% 1031 -295 -1.55% Q4 2025 Jan 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,775 1,875 0.04% 0.04% 1030 0 0.0% Q4 2025 Jan 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 18,771 1,874 0.1% 0.12% 1032 +155 0.83% Q4 2025 Jan 26, 2026
McLean Asset Management Corp History Added to 18,578 1,864 0.33% 0.24% 1033 +6,881 58.83% Q4 2025 Jan 16, 2026
Wealth Dimensions Group, Ltd. History Reduced 18,663 1,864 0.37% 0.39% 1034 -85 -0.45% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History Added to 18,649 1,862 0.23% 0.19% 1035 +4,194 29.01% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Reduced 18,587 1,857 0.2% 0.2% 1036 -22 -0.12% Q4 2025 Feb 18, 2026
Carrera Capital Advisors History Added to 18,504 1,848 0.31% 0.3% 1037 +1,885 11.34% Q4 2025 Jan 30, 2026
Strategic Financial Concepts, LLC History Reduced 18,227 1,820 1.66% 0.94% 1038 -46,585 -71.88% Q4 2025 Feb 09, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History New 18,100 1,807 1.58% 1039 +18,100 New Q4 2025 Jan 21, 2026
RBA Wealth Management, LLC History Added to 18,059 1,803 0.61% 0.61% 1040 +360 2.03% Q4 2025 Jan 26, 2026
GatePass Capital, LLC History Added to 18,025 1,800 0.93% 0.86% 1041 +3,109 20.84% Q4 2025 Feb 09, 2026
Navigation Wealth Management, Inc. History Added to 17,985 1,796 2.67% 2.5% 1042 +1,032 6.09% Q4 2025 Jan 29, 2026
CIBC Asset Management Inc History Added to 17,975 1,795 0.0% 0.0% 1043 +10,038 126.47% Q4 2025 Feb 10, 2026
Bellwether Advisors, LLC History Added to 17,976 1,795 0.29% 0.29% 1044 +554 3.18% Q4 2025 Feb 09, 2026
UPTICK PARTNERS, LLC History Added to 17,884 1,786 0.38% 0.25% 1045 +8,353 87.64% Q4 2025 Feb 02, 2026
HBK Sorce Advisory LLC History Reduced 17,797 1,782 0.04% 0.04% 1046 -13 -0.07% Q4 2025 Feb 09, 2026
Intelligence Driven Advisers, LLC History Reduced 17,841 1,781 0.25% 0.25% 1047 -318 -1.75% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 17,670 1,770 0.08% 1048 +17,670 New Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 17,674 1,765 0.04% 0.04% 1049 -146 -0.82% Q4 2025 Feb 05, 2026
STEINBERGANNA WEALTH MANAGEMENT History Reduced 17,656 1,763 0.83% 0.84% 1050 -145 -0.81% Q4 2025 Jan 26, 2026
Vawter Financial, Ltd. History Reduced 17,633 1,761 0.74% 0.85% 1051 -960 -5.16% Q4 2025 Feb 02, 2026
REICON WEALTH ADVISORS, LLC History New 17,606 1,758 1.27% 1052 +17,606 New Q4 2025 Jan 30, 2026
Halter Ferguson Financial Inc. History Added to 17,563 1,754 0.39% 0.4% 1053 +268 1.55% Q4 2025 Feb 05, 2026
Global View Capital Management LLC History Reduced 17,557 1,753 0.33% 0.65% 1054 -12,764 -42.1% Q4 2025 Jan 14, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Added to 17,503 1,748 0.28% 0.3% 1055 +734 4.38% Q4 2025 Jan 15, 2026
Wall Capital Group, Inc. History New 17,482 1,746 1.66% 1056 +17,482 New Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Reduced 17,449 1,742 0.0% 0.02% 1057 -182,551 -91.28% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 17,382 1,736 0.06% 0.08% 1058 +5,495 46.23% Q4 2025 Feb 04, 2026
MCDONALD PARTNERS LLC History Added to 17,362 1,734 0.55% 0.45% 1059 +2,334 15.53% Q4 2025 Feb 02, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 17,277 1,725 0.05% 0.06% 1060 -3,505 -16.87% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Added to 17,278 1,725 0.46% 0.44% 1061 +1,332 8.35% Q4 2025 Jan 09, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 17,173 1,715 0.12% 0.12% 1062 +459 2.75% Q4 2025 Jan 07, 2026
Horizons Wealth Management History Added to 17,170 1,714 1.12% 0.96% 1063 +3,082 21.88% Q4 2025 Jan 05, 2026
CLUNE & ASSOCIATES, LTD. History Added to 17,154 1,713 0.37% 0.42% 1065 +460 2.76% Q4 2025 Feb 09, 2026
Vannoy Advisory Group, Inc. History Added to 17,160 1,713 1.09% 1.11% 1064 +254 1.5% Q4 2025 Jan 15, 2026
Pinnacle Bancorp, Inc. History Added to 17,087 1,706 0.5% 0.46% 1066 +1,694 11.01% Q4 2025 Jan 22, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 17,007 1,698 0.2% 0.34% 1067 -11,987 -41.34% Q4 2025 Feb 13, 2026
Fonville Wealth Management LLC History Added to 16,988 1,696 0.35% 0.36% 1068 +1,117 7.04% Q4 2025 Jan 23, 2026
Sepio Capital, LP History Reduced 16,970 1,694 0.09% 0.1% 1069 -105 -0.61% Q4 2025 Feb 12, 2026
Compass Financial Group, Inc. (Ohio) History New 16,942 1,692 1.24% 1070 +16,942 New Q4 2025 Mar 04, 2026
WestHill Financial Advisors, Inc. History Added to 16,877 1,685 0.32% 0.33% 1071 +214 1.28% Q4 2025 Jan 21, 2026
Edgemoor Investment Advisors, Inc. History Added to 16,857 1,683 0.13% 0.12% 1072 +1,140 7.25% Q4 2025 Feb 10, 2026
October Effect Ltd History Reduced 16,854 1,683 1.85% 1.93% 1073 -632 -3.61% Q4 2025 Jan 20, 2026
Empirical Asset Management, LLC History Reduced 21,904 1,669 0.47% 0.66% 1074 -7,045 -24.34% Q4 2025 Feb 06, 2026
Pitcairn Wealth Advisors LLC History New 16,693 1,667 0.15% 1075 +16,693 New Q4 2025 Feb 13, 2026
Bakala Capital LLC History Added to 16,688 1,666 7.88% 8.86% 1076 +316 1.93% Q4 2025 Feb 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History New 16,650 1,663 0.21% 1077 +16,650 New Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 16,633 1,661 0.1% 0.05% 1078 +6,679 67.1% Q4 2025 Feb 17, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 16,514 1,649 1.37% 1.44% 1079 0 0.0% Q4 2025 Jan 08, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Added to 16,500 1,648 0.24% 0.76% 1080 +8,900 117.11% Q4 2025 Feb 11, 2026
Dixon Mitchell Investment Counsel Inc. History No change 16,497 1,647 0.05% 0.06% 1081 0 0.0% Q4 2025 Feb 13, 2026
Flaharty Asset Management, LLC History Added to 16,468 1,644 0.21% 0.12% 1082 +6,928 72.62% Q4 2025 Feb 06, 2026
CULBERTSON A N & CO INC History Reduced 16,262 1,624 0.22% 0.24% 1083 -943 -5.48% Q4 2025 Jan 21, 2026
SlateStone Wealth, LLC History Added to 16,245 1,623 0.14% 0.13% 1084 +1,130 7.48% Q4 2025 Feb 11, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 16,237 1,621 0.16% 0.15% 1085 +1,683 11.56% Q4 2025 Jan 20, 2026
Sun Financial Inc History New 16,176 1,615 0.9% 1086 +16,176 New Q4 2025 Feb 02, 2026
Cadent Capital Advisors, LLC History Added to 16,103 1,608 0.41% 0.3% 1087 +4,642 40.5% Q4 2025 Jan 13, 2026
Apella Capital, LLC History Added to 15,845 1,582 0.03% 0.03% 1088 +1,606 11.28% Q4 2025 Jan 21, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 15,822 1,580 0.05% 0.05% 1089 +1,998 14.45% Q4 2025 Jan 12, 2026
Nilsine Partners, LLC History Reduced 15,782 1,576 0.14% 0.14% 1090 -17 -0.11% Q4 2025 Jan 15, 2026
Gladstone Institutional Advisory LLC History Reduced 15,777 1,575 0.06% 0.08% 1092 -5,239 -24.93% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 15,770 1,575 0.0% 0.0% 1091 0 0.0% Q4 2025 Feb 10, 2026
Jaffetilchin Investment Partners, LLC History Reduced 15,708 1,568 0.09% 0.27% 1093 -28,566 -64.52% Q4 2025 Jan 15, 2026
STOLZ & ASSOCIATES, PS History New 15,584 1,556 1.2% 1095 +15,584 New Q4 2025 Feb 06, 2026
Schiavi & Co LLC History Added to 15,583 1,556 0.5% 0.51% 1094 +60 0.39% Q4 2025 Feb 13, 2026
BEAM WEALTH ADVISORS, INC. History Added to 15,498 1,547 0.42% 0.42% 1096 +31 0.2% Q4 2025 Feb 04, 2026
Biondo Investment Advisors, LLC History New 15,485 1,546 0.19% 1097 +15,485 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 15,482 1,546 0.18% 0.03% 1098 +12,908 501.48% Q4 2025 Feb 17, 2026
STAR Financial Bank History New 15,423 1,540 0.79% 1099 +15,423 New Q4 2025 Feb 13, 2026
Inscription Capital, LLC History Reduced 15,361 1,534 0.16% 0.19% 1100 -2,562 -14.29% Q4 2025 Jan 29, 2026
Pathway Financial Advisors LLC History Added to 15,334 1,533 0.19% 0.19% 1101 +1,079 7.57% Q4 2025 Jan 14, 2026
Ballentine Partners, LLC History Reduced 15,262 1,524 0.02% 0.02% 1102 -419 -2.67% Q4 2025 Feb 03, 2026
Venture Visionary Partners LLC History Added to 15,102 1,508 0.05% 0.03% 1104 +7,581 100.8% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 15,101 1,508 0.02% 0.02% 1103 +1,605 11.89% Q4 2025 Jan 13, 2026
O'Brien Wealth Partners LLC History Added to 15,085 1,506 0.2% 0.05% 1105 +11,584 330.88% Q4 2025 Jan 22, 2026
Stokes Family Office, LLC History New 15,058 1,503 0.14% 1106 +15,058 New Q4 2025 Feb 18, 2026
Miller Financial Services LLC History Reduced 15,040 1,502 1.76% 1.9% 1107 -1,394 -8.48% Q4 2025 Feb 12, 2026
Presper Financial Architects, LLC History New 14,919 1,490 0.84% 1109 +14,919 New Q4 2025 Feb 05, 2026
Alpha Cubed Investments, LLC History Added to 14,918 1,490 0.05% 0.05% 1108 +450 3.11% Q4 2025 Feb 03, 2026
Objective Capital Management, LLC History Added to 14,915 1,489 1.52% 1.48% 1110 +646 4.53% Q4 2025 Feb 04, 2026
PACIFIC FINANCIAL GROUP INC History Added to 14,864 1,484 0.82% 0.81% 1111 +3,908 35.67% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 14,803 1,478 0.13% 0.15% 1112 -260 -1.73% Q4 2025 Jan 30, 2026
Petros Family Wealth, LLC History New 14,778 1,476 0.98% 1113 +14,778 New Q4 2025 Jan 14, 2026
BBR PARTNERS, LLC History Added to 14,735 1,471 0.08% 0.07% 1114 +2,784 23.3% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History Reduced 14,589 1,457 0.03% 0.03% 1115 -1,284 -8.09% Q4 2025 Feb 04, 2026
TSG Advice Partners, LLC History New 14,394 1,437 0.22% 1116 +14,394 New Q4 2025 Feb 17, 2026
Boyd Wealth Management, LLC History Reduced 14,362 1,434 0.61% 0.87% 1117 -5,726 -28.5% Q4 2025 Jan 28, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 14,232 1,421 0.1% 0.08% 1118 +2,604 22.39% Q4 2025 Jan 08, 2026
One Wealth Advisors, LLC History Reduced 8,016 1,408 0.17% 0.18% 1119 -6,002 -42.82% Q4 2025 Feb 02, 2026
LifeGoal Investments, LLC History Added to 14,086 1,402 0.93% 0.93% 1121 +2,936 26.33% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History Reduced 14,044 1,402 0.03% 0.04% 1120 -783 -5.28% Q4 2025 Feb 13, 2026
Rede Wealth, LLC History New 13,984 1,396 0.49% 1122 +13,984 New Q4 2025 Jan 23, 2026
GWN SECURITIES INC. History Added to 13,947 1,393 0.28% 0.32% 1124 +165 1.2% Q4 2025 Feb 11, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 13,949 1,393 0.05% 0.05% 1123 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Group, LLC History No change 13,886 1,386 0.66% 0.69% 1125 0 0.0% Q4 2025 Jan 12, 2026
Stirlingshire Investments, Inc. History New 13,786 1,376 1.22% 1126 +13,786 New Q4 2025 Feb 11, 2026
ALESCO ADVISORS LLC History Reduced 13,647 1,363 0.04% 0.06% 1127 -8,944 -39.59% Q4 2025 Jan 28, 2026
Capital Asset Managemnet, LLC History New 13,563 1,354 1.5% 1128 +13,563 New Q4 2025 Apr 07, 2026
Rather & Kittrell, Inc. History Reduced 13,547 1,353 0.22% 0.24% 1129 -207 -1.51% Q4 2025 Jan 28, 2026
Phillips Wealth Planners LLC History Added to 13,525 1,352 1.08% 1.07% 1130 +675 5.25% Q4 2025 Feb 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 13,506 1,348 0.19% 0.16% 1131 +3,134 30.22% Q4 2025 Jan 12, 2026
Mainsail Financial Group, LLC History Added to 13,477 1,346 0.56% 0.5% 1132 +1,870 16.11% Q4 2025 Jan 23, 2026
Americana Partners, LLC History Added to 13,335 1,331 0.04% 0.04% 1133 +934 7.53% Q4 2025 Feb 06, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 13,283 1,326 0.44% 0.59% 1134 -3,311 -19.95% Q4 2025 Jan 27, 2026
Weil Company, Inc. History Added to 13,175 1,315 0.3% 0.3% 1135 +923 7.53% Q4 2025 Jan 14, 2026
Ariadne Wealth Management, LP History Added to 12,998 1,308 0.54% 0.58% 1136 +18 0.14% Q4 2025 Feb 13, 2026
ALTFEST L J & CO INC History Reduced 13,089 1,307 0.14% 0.15% 1137 -233 -1.75% Q4 2025 Jan 23, 2026
CONWAY CAPITAL MANAGEMENT, INC. History No change 13,044 1,302 0.55% 0.55% 1138 0 0.0% Q4 2025 Feb 06, 2026
Forza Wealth Management, LLC History Added to 12,947 1,293 0.47% 0.48% 1139 +360 2.86% Q4 2025 Feb 02, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 12,800 1,278 0.63% 0.64% 1140 +200 1.59% Q4 2025 Feb 17, 2026
SHUTTLEWORTH & Co History Added to 12,784 1,276 1.17% 0.91% 1141 +2,760 27.53% Q4 2025 Feb 13, 2026
PUREfi Wealth, LLC History Added to 12,706 1,269 0.97% 0.73% 1142 +3,232 34.11% Q4 2025 Jan 12, 2026
Algorithmic Investment Models, LLC History Reduced 12,677 1,266 1.56% 1.76% 1143 -13,701 -51.94% Q4 2025 Feb 10, 2026
NICOLET BANKSHARES INC History Added to 12,671 1,265 0.2% 0.15% 1144 +3,182 33.53% Q4 2025 Feb 09, 2026
ANCHYRA PARTNERS LLC History New 12,637 1,262 0.39% 1145 +12,637 New Q4 2025 Jan 29, 2026
FOCUS Wealth Advisors, LLC History No change 12,595 1,257 0.58% 0.61% 1146 0 0.0% Q4 2025 Jan 09, 2026
VestGen Investment Management History Added to 12,576 1,256 0.7% 0.49% 1147 +4,473 55.2% Q4 2025 Feb 18, 2026
MFA Wealth Services History Reduced 12,408 1,239 0.84% 0.87% 1148 -122 -0.97% Q4 2025 Jan 15, 2026
Alpha Financial Advisors, LLC History Reduced 12,389 1,237 0.38% 0.49% 1150 -1,510 -10.86% Q4 2025 Jan 20, 2026
AFFINITY INVESTMENT ADVISORS, LLC History No change 12,390 1,237 0.82% 0.84% 1149 0 0.0% Q4 2025 Feb 12, 2026
CWC Advisors, LLC. History New 12,374 1,235 0.6% 1151 +12,374 New Q4 2025 Jan 26, 2026
Dorsey & Whitney Trust CO LLC History No change 12,228 1,221 0.06% 0.06% 1152 0 0.0% Q4 2025 Feb 11, 2026
Worth Asset Management, LLC History Added to 12,218 1,220 0.52% 0.53% 1153 +499 4.26% Q4 2025 Jan 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 12,181 1,216 0.01% 0.01% 1154 +1,280 11.74% Q4 2025 Jan 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 12,160 1,214 0.72% 0.76% 1155 0 0.0% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 12,089 1,207 0.04% 0.03% 1156 +3,362 38.52% Q4 2025 Feb 12, 2026
GARRISON POINT ADVISORS, LLC History Reduced 12,087 1,207 0.53% 0.54% 1157 -703 -5.5% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 12,107 1,206 0.17% 1158 +12,107 New Q4 2025 Feb 17, 2026
King Wealth Management Group History Reduced 12,046 1,203 0.14% 0.15% 1159 -165 -1.35% Q4 2025 Feb 09, 2026
Realta Investment Advisors History Added to 12,044 1,202 0.39% 0.38% 1160 +717 6.33% Q4 2025 Jan 20, 2026
Fermata Advisors, LLC History Reduced 11,990 1,197 0.29% 0.31% 1161 -390 -3.15% Q4 2025 Jan 08, 2026
Wagner Wealth Management, Corp History New 11,931 1,191 1.18% 1164 +11,931 New Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 11,926 1,191 0.01% 0.0% 1162 +8,454 243.49% Q4 2025 Feb 09, 2026
Orgel Wealth Management, LLC History Added to 11,934 1,191 0.03% 0.02% 1163 +3,420 40.17% Q4 2025 Jan 07, 2026
Kingdom Financial Group LLC. History New 11,919 1,190 0.37% 1166 +11,919 New Q4 2025 Feb 06, 2026
EASTERN BANK History Added to 11,920 1,190 0.02% 0.0% 1165 +10,229 604.91% Q4 2025 Jan 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 11,880 1,186 0.55% 1167 +11,880 New Q4 2025 Feb 17, 2026
Providence Capital Advisors, LLC History Added to 11,864 1,184 0.2% 0.2% 1168 +315 2.73% Q4 2025 Feb 12, 2026
Quest 10 Wealth Builders, Inc. History Added to 11,852 1,183 1.06% 0.98% 1169 +1,272 12.02% Q4 2025 Jan 29, 2026
Advocacy Wealth Management, LLC History Reduced 11,842 1,182 0.05% 0.1% 1171 -10,132 -46.11% Q4 2025 Feb 11, 2026
INGALLS & SNYDER LLC History Reduced 11,834 1,182 0.04% 0.04% 1170 -531 -4.29% Q4 2025 Feb 13, 2026
STEVENS CAPITAL PARTNERS History Reduced 11,836 1,182 0.31% 0.37% 1172 -419 -3.42% Q4 2025 Jan 27, 2026
Tennessee Valley Asset Management Partners History Reduced 11,768 1,175 0.15% 0.16% 1173 -30 -0.25% Q4 2025 Feb 05, 2026
Plante Moran Financial Advisors, LLC History New 11,742 1,172 0.07% 1174 +11,742 New Q4 2025 Feb 05, 2026
Princeton Global Asset Management LLC History Reduced 11,741 1,172 0.19% 0.21% 1175 -615 -4.98% Q4 2025 Jan 20, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 11,726 1,171 0.13% 0.13% 1176 +557 4.99% Q4 2025 Jan 20, 2026
Sage Mountain Advisors LLC History Added to 11,677 1,166 0.06% 0.06% 1177 +435 3.87% Q4 2025 Jan 23, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 11,600 1,158 0.01% 1178 +11,600 New Q4 2025 Feb 17, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 11,588 1,157 0.08% 0.1% 1179 -1,569 -11.93% Q4 2025 Feb 02, 2026
Avondale Wealth Management History Added to 11,564 1,154 0.59% 0.62% 1180 +8 0.07% Q4 2025 Feb 17, 2026
Rockbridge Investment Management, LCC History Reduced 11,525 1,151 0.11% 0.12% 1181 -741 -6.04% Q4 2025 Feb 04, 2026
Presidio Capital Management, LLC History Reduced 11,482 1,146 0.34% 0.47% 1182 -1,983 -14.73% Q4 2025 Jan 15, 2026
Curat Global, LLC History Added to 11,466 1,145 1.27% 0.27% 1183 +8,620 302.88% Q4 2025 Feb 06, 2026
Faithward Advisors, LLC History Added to 11,439 1,142 0.17% 0.15% 1184 +1,569 15.9% Q4 2025 Feb 17, 2026
Traveka Wealth, LLC History Added to 11,400 1,138 0.46% 0.19% 1185 +7,192 170.91% Q4 2025 Jan 08, 2026
Yukon Wealth Management, Inc. History Added to 11,414 1,137 0.66% 0.37% 1186 +137 1.21% Q4 2025 Feb 10, 2026
V2 Financial group LLC History Added to 11,374 1,136 0.56% 0.62% 1187 +158 1.41% Q4 2025 Jan 21, 2026
TruNorth Capital Management, LLC History Reduced 11,331 1,131 0.21% 0.25% 1189 -1,426 -11.18% Q4 2025 Feb 11, 2026
TCV Trust & Wealth Management, Inc. History No change 11,329 1,131 0.09% 0.1% 1188 0 0.0% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Reduced 11,246 1,123 0.06% 0.07% 1190 -294 -2.55% Q4 2025 Jan 07, 2026
WealthPLAN Partners, LLC History New 11,171 1,115 0.17% 1191 +11,171 New Q4 2025 Feb 12, 2026
WealthNavi Inc. History Added to 11,159,114 1,114 9.84% 9.67% 1192 +747,366 7.18% Q4 2025 Jan 15, 2026
Alteri Wealth LLC History Added to 11,142 1,112 0.36% 0.36% 1193 +775 7.48% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 11,117 1,110 0.0% 0.0% 1194 +3,972 55.59% Q4 2025 Feb 12, 2026
Abundance Wealth Counselors History Added to 11,104 1,109 0.19% 0.19% 1195 +158 1.44% Q4 2025 Jan 26, 2026
CDKV HOLDINGS LLC History New 11,076 1,106 0.93% 1196 +11,076 New Q4 2025 Feb 17, 2026
Red Tortoise LLC History Added to 11,072 1,105 0.47% 0.47% 1197 +144 1.32% Q4 2025 Jan 22, 2026
VestGen Advisors, LLC History Added to 11,039 1,102 0.05% 0.03% 1198 +1,989 21.98% Q4 2025 Feb 17, 2026
PSI Advisors, LLC History Added to 11,032 1,101 0.28% 0.19% 1199 +3,619 48.82% Q4 2025 Feb 09, 2026
DV Trading LLC History New 11,013 1,099 0.03% 1200 +11,013 New Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History Added to 10,987 1,097 0.05% 0.05% 1201 +2 0.02% Q4 2025 Feb 12, 2026
Aprio Wealth Management, LLC History Added to 10,980 1,096 0.06% 0.11% 1202 +5 0.05% Q4 2025 Jan 29, 2026
Fairvoy Private Wealth, LLC History Reduced 10,954 1,094 0.24% 0.25% 1203 -166 -1.49% Q4 2025 Jan 14, 2026
Aptus Capital Advisors, LLC History Reduced 10,946 1,093 0.01% 0.01% 1204 -926 -7.8% Q4 2025 Feb 13, 2026
FWG Holdings, LLC History No change 10,805 1,089 0.41% 0.47% 1205 0 0.0% Q4 2025 Feb 02, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 10,827 1,081 0.02% 0.01% 1206 +5,092 88.79% Q4 2025 Jan 16, 2026
Garden State Investment Advisory Services LLC History Added to 10,809 1,079 0.24% 0.13% 1207 +5,180 92.02% Q4 2025 Feb 17, 2026
ECLECTIC ASSOCIATES INC /ADV History New 10,797 1,078 0.17% 1208 +10,797 New Q4 2025 Feb 03, 2026
Fourth Dimension Wealth, LLC History Added to 10,787 1,077 0.39% 0.09% 1209 +8,496 370.84% Q4 2025 Feb 04, 2026
Per Stirling Capital Management, LLC. History Added to 10,744 1,073 0.12% 0.12% 1210 +980 10.04% Q4 2025 Feb 17, 2026
Trust Co of the South History Added to 10,725 1,071 0.17% 0.07% 1211 +6,767 170.97% Q4 2025 Jan 05, 2026
Lifeworks Advisors, LLC History Added to 10,677 1,066 0.14% 0.14% 1212 +29 0.27% Q4 2025 Feb 13, 2026
TSFG, LLC History Reduced 10,653 1,064 0.16% 0.18% 1213 -335 -3.05% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History Reduced 10,630 1,061 0.26% 0.32% 1214 -1,433 -11.88% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Added to 10,617 1,060 0.08% 0.08% 1215 +670 6.74% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 10,588 1,059 0.05% 0.04% 1216 +2,354 28.59% Q4 2025 Jan 21, 2026
Cascade Financial Partners, LLC History Reduced 10,536 1,052 0.11% 0.16% 1218 -3,261 -23.64% Q4 2025 Feb 06, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 10,539 1,052 0.17% 0.17% 1217 +1,379 15.05% Q4 2025 Jan 26, 2026
Kampmann Melissa S. History Added to 10,508 1,050 0.78% 0.76% 1219 +100 0.96% Q4 2025 Jan 26, 2026
Coppell Advisory Solutions LLC History Reduced 10,419 1,043 0.1% 0.13% 1220 -2,137 -17.02% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 10,423 1,041 0.07% 0.02% 1221 +6,762 184.7% Q4 2025 Jan 30, 2026
Leo Wealth, LLC History Added to 10,395 1,038 0.08% 0.07% 1222 +4,863 87.91% Q4 2025 Jan 21, 2026
Brookmont Capital Management History Added to 10,354 1,034 0.6% 0.57% 1223 +31 0.3% Q4 2025 Feb 10, 2026
Carmel Capital Partners, LLC History Added to 10,337 1,032 0.36% 0.37% 1225 +1,505 17.04% Q4 2025 Jan 29, 2026
BTC Capital Management, Inc. History Reduced 10,340 1,032 0.07% 0.07% 1224 -12 -0.12% Q4 2025 Jan 15, 2026
Summit Financial Consulting LLC History Reduced 10,310 1,029 0.75% 0.91% 1226 -1,003 -8.87% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Added to 10,279 1,026 0.02% 0.02% 1227 +373 3.77% Q4 2025 Jan 28, 2026
Symphony Financial, Ltd. Co. History New 10,233 1,024 0.14% 1228 +10,233 New Q4 2025 Feb 11, 2026
Ellis Investment Partners, LLC History Reduced 10,226 1,021 0.18% 0.19% 1229 -222 -2.12% Q4 2025 Feb 02, 2026
Avion Wealth History Reduced 10,183 1,017 0.21% 0.24% 1230 -878 -7.94% Q4 2025 Jan 23, 2026
Five Oceans Advisors History Added to 10,188 1,017 0.36% 0.35% 1231 +772 8.2% Q4 2025 Jan 16, 2026
Genesee Capital Advisors, LLC History Added to 10,174 1,016 0.41% 0.35% 1232 +2,227 28.02% Q4 2025 Jan 16, 2026
S Harris Financial Group, LLC History New 10,119 1,010 0.97% 1233 +10,119 New Q4 2025 Mar 03, 2026
Shepherd Street Advisors LLC History New 10,099 1,008 0.97% 1235 +10,099 New Q4 2025 Feb 10, 2026
Noble Family Wealth, LLC History Reduced 10,096 1,008 0.21% 0.25% 1234 -1,009 -9.09% Q4 2025 Jan 07, 2026
Stratos Investment Management, LLC History Added to 10,073 1,006 0.04% 0.04% 1236 +430 4.46% Q4 2025 Jan 20, 2026
KINTRA WEALTH, LLC History Added to 10,028 1,001 0.14% 0.13% 1238 +7,718 334.11% Q4 2025 Feb 18, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 10,029 1,001 0.1% 0.12% 1237 -509 -4.83% Q4 2025 Feb 09, 2026
Ducere Wealth Management LLC History New 10,003 999 0.39% 1239 +10,003 New Q4 2025 Feb 17, 2026
Bowie Capital Management, LLC History No change 10,000 998 0.04% 0.04% 1240 0 0.0% Q4 2025 Feb 13, 2026
ARK & TLK INVESTMENTS, LLC History Added to 9,959 994 0.27% 0.26% 1241 +1,867 23.07% Q4 2025 Feb 10, 2026
Rinkey Investments History Added to 9,951 993 0.25% 0.26% 1242 +70 0.71% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Added to 9,930 991 0.03% 0.04% 1243 +90 0.91% Q4 2025 Jan 13, 2026
Smith Thornton Advisors LLC History Reduced 9,896 988 0.5% 0.52% 1244 -35 -0.35% Q4 2025 Jan 14, 2026
ATLANTIC FAMILY WEALTH, LLC History Added to 9,878 986 0.74% 0.69% 1245 +955 10.7% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Added to 9,763 975 0.0% 0.0% 1246 +414 4.43% Q4 2025 Feb 11, 2026
ALM First Financial Advisors, LLC History No change 9,767 975 0.19% 0.2% 1247 0 0.0% Q4 2025 Jan 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 9,749 973 0.0% 6.58% 1248 -4,393 -31.06% Q4 2025 Feb 17, 2026
TME FINANCIAL, INC. History Reduced 9,723 971 0.68% 0.85% 1249 -1,604 -14.16% Q4 2025 Jan 27, 2026
Rossby Financial, LCC History Added to 9,701 968 0.3% 0.28% 1250 +1,117 13.01% Q4 2025 Feb 12, 2026
McElhenny Sheffield Capital Management, LLC History Added to 9,681 966 0.24% 0.2% 1251 +1,198 14.12% Q4 2025 Jan 21, 2026
BridgePort Financial Solutions, LLC History Reduced 9,597 958 0.26% 0.28% 1252 -947 -8.98% Q4 2025 Jan 16, 2026
Revolve Wealth Partners, LLC History Reduced 9,571 955 0.11% 0.12% 1253 -53 -0.55% Q4 2025 Jan 20, 2026
Brendel Financial Advisors LLC History Reduced 9,555 954 0.47% 0.56% 1255 -1,243 -11.51% Q4 2025 Jan 26, 2026
Advisory Alpha, LLC History Reduced 9,553 954 0.03% 0.03% 1254 -517 -5.13% Q4 2025 Feb 06, 2026
HighMark Wealth Management LLC History Added to 9,496 948 0.39% 0.39% 1256 +559 6.25% Q4 2025 Feb 05, 2026
Independent Wealth Network Inc. History Added to 9,490 947 0.29% 0.24% 1257 +2,155 29.38% Q4 2025 Jan 26, 2026
International Private Wealth Advisors LLC History Added to 9,466 945 0.6% 0.56% 1258 +636 7.2% Q4 2025 Jan 14, 2026
Cedar Point Capital Partners, LLC History Added to 9,398 938 0.6% 0.23% 1261 +5,954 172.88% Q4 2025 Feb 11, 2026
Beacon Financial Advisory LLC History Added to 9,400 938 0.22% 0.21% 1259 +492 5.52% Q4 2025 Feb 17, 2026
Addison Advisors LLC History No change 9,399 938 0.21% 0.22% 1260 0 0.0% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 9,376 936 0.0% 0.0% 1262 +1,980 26.77% Q4 2025 Feb 17, 2026
Clearwave Capital, LLC History New 9,355 934 0.69% 1263 +9,355 New Q4 2025 Mar 02, 2026
William Howard & Co Financial Advisors Inc History No change 9,340 932 0.79% 0.8% 1264 0 0.0% Q4 2025 Jan 21, 2026
Winthrop Advisory Group LLC History Added to 9,281 927 0.08% 0.05% 1265 +3,452 59.22% Q4 2025 Jan 21, 2026
FLOW TRADERS U.S. LLC History New 9,232 922 0.03% 1266 +9,232 New Q4 2025 Feb 13, 2026
Tolleson Wealth Management, Inc. History Reduced 9,208 919 0.13% 0.14% 1267 -39 -0.42% Q4 2025 Feb 17, 2026
Investment Advisory Group, LLC History Reduced 9,194 918 0.24% 0.27% 1269 -550 -5.64% Q4 2025 Jan 23, 2026
AGF MANAGEMENT LTD History No change 9,200 918 0.0% 0.0% 1268 0 0.0% Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History Reduced 9,180 916 0.17% 0.2% 1270 -678 -6.88% Q4 2025 Feb 10, 2026
Cane Capital Partners, LLC History New 9,136 912 0.36% 1271 +9,136 New Q4 2025 Jan 21, 2026
SUMMIT WEALTH GROUP LLC / CO History New 9,104 909 0.12% 1272 +9,104 New Q4 2025 Feb 04, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 9,100 908 0.03% 0.04% 1273 +784 9.43% Q4 2025 Feb 13, 2026
Blue Fin Capital, Inc. History No change 9,043 903 0.14% 0.14% 1274 0 0.0% Q4 2025 Jan 23, 2026
Sunbelt Securities, Inc. History Added to 9,012 900 0.06% 0.05% 1276 +1,960 27.79% Q4 2025 Feb 20, 2026
SAGE FINANCIAL GROUP INC History Added to 9,011 900 0.06% 0.06% 1275 +90 1.01% Q4 2025 Jan 27, 2026
ORG Partners LLC History Added to 8,937 892 0.16% 0.14% 1277 +1,173 15.11% Q4 2025 Jan 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 8,927 891 0.07% 0.08% 1278 +130 1.48% Q4 2025 Jan 30, 2026
Stone House Investment Management, LLC History Added to 8,921 891 0.14% 0.15% 1279 +76 0.86% Q4 2025 Jan 21, 2026
Thrive Wealth Management, LLC History Reduced 8,918 890 0.13% 0.17% 1280 -2,292 -20.45% Q4 2025 Jan 12, 2026
Finley Financial, LLC History No change 8,910 889 0.41% 0.41% 1281 0 0.0% Q4 2025 Jan 21, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 8,876 886 0.42% 0.4% 1282 +675 8.23% Q4 2025 Feb 13, 2026
CRUX WEALTH ADVISORS History Reduced 8,851 884 0.33% 0.59% 1283 -6,040 -40.56% Q4 2025 Jan 21, 2026
Gladwyn Financial Advisors, Inc. History Reduced 8,857 884 0.62% 0.8% 1284 -2,250 -20.26% Q4 2025 Jan 08, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 8,843 883 0.19% 0.27% 1285 -2,528 -22.23% Q4 2025 Feb 02, 2026
Reyes Financial Architecture, Inc. History No change 8,793 878 0.53% 0.6% 1286 0 0.0% Q4 2025 Jan 26, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 8,741 873 0.42% 0.43% 1287 -94 -1.06% Q4 2025 Jan 21, 2026
Winter & Associates, Inc. History New 8,737 872 0.81% 1288 +8,737 New Q4 2025 Feb 13, 2026
Prudent Man Advisors, LLC History Added to 8,688 867 0.32% 0.08% 1289 +6,390 278.07% Q4 2025 Feb 11, 2026
RED REEF ADVISORS LLC History New 8,657 864 0.88% 1292 +8,657 New Q4 2025 Apr 08, 2026
Vested Financial Planning, LLC History Added to 8,651 864 0.67% 0.68% 1291 +311 3.73% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 8,654 864 0.06% 0.07% 1290 -1 -0.01% Q4 2025 Feb 09, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 8,642 863 0.05% 0.01% 1293 +7,735 852.81% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 8,616 860 0.02% 0.08% 1294 -6,378 -42.54% Q4 2025 Feb 17, 2026
M1 Capital Management LLC History Added to 8,594 858 0.36% 0.31% 1295 +1,470 20.63% Q4 2025 Feb 13, 2026
MATTERS CAPITAL LLC History New 8,585 857 0.7% 1296 +8,585 New Q4 2025 Feb 17, 2026
Virtue Capital Management, LLC History Added to 8,568 855 0.13% 0.05% 1297 +1,576 22.54% Q4 2025 Feb 18, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,569 855 0.07% 0.07% 1298 +954 12.53% Q4 2025 Feb 12, 2026
Legacy Capital Group California, Inc. History New 8,555 854 0.21% 1299 +8,555 New Q4 2025 Jan 28, 2026
Caprock Group, LLC History Added to 8,544 853 0.02% 0.02% 1300 +75 0.89% Q4 2025 Jan 28, 2026
Bond & Devick Financial Network, Inc. History Reduced 8,532 852 0.24% 0.3% 1302 -1,317 -13.37% Q4 2025 Jan 14, 2026
UMB Bank, n.a. History Reduced 8,538 852 0.01% 0.01% 1301 -231 -2.63% Q4 2025 Feb 13, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 8,521 851 0.46% 0.48% 1303 +111 1.32% Q4 2025 Jan 29, 2026
Sharkey, Howes & Javer History Reduced 8,494 848 0.11% 0.13% 1304 -1,768 -17.23% Q4 2025 Jan 13, 2026
Gateway Wealth Partners, LLC History Reduced 8,467 845 0.09% 0.12% 1305 -585 -6.46% Q4 2025 Feb 11, 2026
Oak Wealth Advisors LLC History Added to 8,417 840 0.48% 0.35% 1306 +2,390 39.65% Q4 2025 Feb 11, 2026
CIDEL ASSET MANAGEMENT INC History Added to 8,318 830 0.06% 0.04% 1307 +750 9.91% Q4 2025 Jan 21, 2026
Optivise Advisory Services LLC History Reduced 8,251 824 0.47% 1.07% 1308 -9,729 -54.11% Q4 2025 Jan 12, 2026
17 CAPITAL PARTNERS, LLC History New 8,218 820 0.42% 1309 +8,218 New Q4 2025 Feb 13, 2026
HANOVER ADVISORS INC History Reduced 8,176 816 0.32% 0.33% 1310 -364 -4.26% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 8,163 815 0.02% 0.01% 1311 +1,477 22.09% Q4 2025 Jan 23, 2026
PATRON PARTNERS, LLC History Reduced 8,144 813 0.36% 0.38% 1312 -306 -3.62% Q4 2025 Feb 11, 2026
Evergreen Advisors, LLC History New 8,101 809 0.2% 1313 +8,101 New Q4 2025 Feb 05, 2026
MASECO LLP History New 8,069 805 0.04% 1315 +8,069 New Q4 2025 Jan 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 8,069 805 0.08% 0.08% 1314 +199 2.53% Q4 2025 Jan 27, 2026
Rock Point Advisors, LLC History No change 8,046 803 0.2% 0.21% 1316 0 0.0% Q4 2025 Feb 04, 2026
Cornerstone Wealth Management, LLC History Added to 8,034 802 0.04% 0.03% 1317 +1,776 28.38% Q4 2025 Feb 05, 2026
MONEYWISE, INC. History New 8,005 799 0.33% 1318 +8,005 New Q4 2025 Feb 05, 2026
BRADY FAMILY WEALTH, LLC History No change 7,971 796 0.25% 0.25% 1319 0 0.0% Q4 2025 Jan 07, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 7,951 794 0.74% 0.72% 1320 +246 3.19% Q4 2025 Jan 16, 2026
NWK Group, Inc. History Added to 7,923 791 0.27% 0.26% 1321 +307 4.03% Q4 2025 Feb 09, 2026
ABLE Financial Group, LLC History Added to 7,924 791 0.16% 0.17% 1322 +28 0.35% Q4 2025 Jan 23, 2026
Amicus Financial Advisors, LLC History New 7,899 788 0.22% 1323 +7,899 New Q4 2025 Mar 02, 2026
Quartz Partners, LLC History Added to 7,850 784 0.29% 0.28% 1324 +135 1.75% Q4 2025 Feb 13, 2026
BWM Planning, LLC History Added to 7,845 783 0.21% 0.23% 1325 +268 3.54% Q4 2025 Jan 14, 2026
Farrell Financial LLC History Added to 7,832 782 0.46% 0.47% 1327 +281 3.72% Q4 2025 Jan 12, 2026
Physician Wealth Advisors, Inc. History Reduced 7,835 782 0.11% 0.11% 1326 -48 -0.61% Q4 2025 Jan 29, 2026
ALTERNA WEALTH MANAGEMENT, INC History New 7,825 781 0.65% 1328 +7,825 New Q4 2025 Jan 23, 2026
Acorn Wealth Advisors, LLC History Reduced 7,796 778 0.23% 0.26% 1329 -333 -4.1% Q4 2025 Feb 10, 2026
Latitude Advisors, LLC History Added to 7,740 773 0.34% 0.3% 1330 +1,270 19.63% Q4 2025 Jan 27, 2026
Prairiewood Capital, LLC History Added to 7,736 772 0.24% 0.21% 1331 +1,506 24.17% Q4 2025 Jan 26, 2026
Freedom Investment Management, Inc. History Added to 7,722 771 0.22% 0.2% 1332 +213 2.84% Q4 2025 Feb 06, 2026
City Center Advisors, LLC History Added to 7,610 760 0.7% 0.54% 1333 +2,092 37.91% Q4 2025 Jan 05, 2026
Pearl Planning LLC History New 7,604 759 0.46% 1335 +7,604 New Q4 2025 Feb 03, 2026
Ethos Financial Group, LLC History Reduced 7,605 759 0.06% 0.06% 1334 -14 -0.18% Q4 2025 Jan 20, 2026
Level Financial Advisors History No change 7,570 756 0.2% 0.21% 1336 0 0.0% Q4 2025 Jan 26, 2026
KITCHING PARTNERS, LLC History New 7,568 755 0.69% 1337 +7,568 New Q4 2025 Feb 18, 2026
SIMON QUICK ADVISORS, LLC History Reduced 7,558 754 0.03% 0.06% 1338 -4,740 -38.54% Q4 2025 Jan 29, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 7,541 753 0.39% 0.4% 1339 -37 -0.49% Q4 2025 Jan 28, 2026
GPS Wealth Strategies Group, LLC History Reduced 7,521 751 0.64% 1.62% 1340 -145,664 -95.09% Q4 2025 Feb 06, 2026
Portus Wealth Advisors, LLC History Reduced 7,522 751 0.71% 0.86% 1341 -1,129 -13.05% Q4 2025 Jan 27, 2026
Hibernia Wealth Partners, LLC History New 7,515 750 0.23% 1343 +7,515 New Q4 2025 Feb 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 7,518 750 0.01% 0.01% 1342 -788 -9.49% Q4 2025 Feb 09, 2026
OUTFITTERS FINANCIAL LLC History New 7,499 749 0.59% 1345 +7,499 New Q4 2025 Jan 28, 2026
Orin Green Financial, LLC History Reduced 7,507 749 0.3% 0.34% 1344 -1,057 -12.34% Q4 2025 Feb 06, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 7,499 748 0.13% 0.13% 1346 -396 -5.02% Q4 2025 Feb 13, 2026
VISTA CAPITAL PARTNERS, INC. History New 7,469 746 0.07% 1347 +7,469 New Q4 2025 Feb 02, 2026
Argent Trust Co History Added to 7,446 743 0.03% 0.01% 1349 +3,221 76.24% Q4 2025 Feb 10, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 7,444 743 0.04% 0.04% 1348 -20 -0.27% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 7,428 741 0.0% 1350 +7,428 New Q4 2025 Feb 13, 2026
Lee Financial Co History Added to 7,411 740 0.1% 0.09% 1351 +165 2.28% Q4 2025 Jan 22, 2026
Veracity Capital LLC History Added to 7,403 739 0.22% 0.23% 1352 +147 2.03% Q4 2025 Jan 29, 2026
HFG Wealth Management, LLC History Added to 7,398 738 0.41% 0.38% 1354 +423 6.06% Q4 2025 Jan 16, 2026
Mayflower Financial Advisors, LLC History Added to 7,389 738 0.09% 0.09% 1353 +385 5.5% Q4 2025 Jan 13, 2026
Guardian Partners Inc. History Added to 7,421 737 0.06% 0.06% 1355 +509 7.36% Q4 2025 Feb 17, 2026
Asempa Wealth Advisors History New 7,361 735 0.63% 1356 +7,361 New Q4 2025 Jan 08, 2026
Investure, LLC History Added to 7,345 733 0.04% 0.04% 1357 +235 3.31% Q4 2025 Feb 11, 2026
Strathmore Capital Advisors, Inc. History Added to 7,335 732 0.24% 0.29% 1358 +272 3.85% Q4 2025 Feb 13, 2026
Strid Group, LLC History New 7,327 731 0.09% 1359 +7,327 New Q4 2025 Jan 26, 2026
Fortitude Advisory Group L.L.C. History Added to 7,327 731 0.31% 0.35% 1360 +736 11.17% Q4 2025 Feb 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 7,310 730 0.27% 0.31% 1361 -500 -6.4% Q4 2025 Jan 08, 2026
Farmers National Bank History New 7,255 724 0.16% 1362 +7,255 New Q4 2025 Mar 12, 2026
Farrow Financial, Inc. History Added to 7,248 723 0.42% 0.28% 1364 +2,355 48.13% Q4 2025 Jan 27, 2026
Successful Portfolios LLC History Added to 7,224 723 0.37% 0.42% 1363 +31 0.43% Q4 2025 Jan 23, 2026
Nordwand Advisors, LLC History Reduced 7,226 721 0.13% 0.12% 1365 -72 -0.99% Q4 2025 Feb 03, 2026
Evernest Financial Advisors, LLC History New 7,190 720 0.15% 1366 +7,190 New Q4 2025 Feb 13, 2026
Choate Investment Advisors History Reduced 7,135 712 0.01% 0.04% 1368 -14,542 -67.08% Q4 2025 Feb 09, 2026
Bayshore Capital Advisors, LLC History New 7,134 712 0.36% 1369 +7,134 New Q4 2025 Feb 05, 2026
Finward Bancorp History No change 7,132 712 0.55% 0.54% 1367 0 0.0% Q4 2025 Jan 21, 2026
Olde Wealth Management, LLC History Added to 7,124 711 0.22% 0.19% 1370 +899 14.44% Q4 2025 Feb 12, 2026
Sovereign Financial Group, Inc. History Reduced 7,090 708 0.12% 0.17% 1371 -1,760 -19.89% Q4 2025 Jan 07, 2026
MRP Capital Investments, LLC History Reduced 7,094 708 0.59% 0.63% 1372 -310 -4.19% Q4 2025 Feb 09, 2026
Gen-Wealth Partners Inc History Added to 83,315 706 0.23% 0.17% 1374 +78,187 1524.71% Q4 2025 Feb 13, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 7,075 706 0.41% 0.4% 1373 +187 2.71% Q4 2025 Jan 16, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 7,049 704 0.14% 0.14% 1375 0 0.0% Q4 2025 Jan 16, 2026
Summa Corp. History No change 7,050 704 0.3% 0.31% 1376 0 0.0% Q4 2025 Jan 21, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 7,023 701 0.26% 0.22% 1377 +1,223 21.09% Q4 2025 Feb 17, 2026
Zinnia Wealth Advisory, LLC History New 6,984 697 0.75% 1378 +6,984 New Q4 2025 Feb 13, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 6,954 694 0.28% 0.37% 1380 -870 -11.12% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 6,946 694 0.94% 0.92% 1381 +408 6.24% Q4 2025 Feb 10, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 6,954 694 0.13% 0.13% 1379 +268 4.01% Q4 2025 Jan 14, 2026
MSH Capital Advisors LLC History No change 6,933 692 0.15% 0.19% 1382 0 0.0% Q4 2025 Feb 09, 2026
Value Investment Professionals, LLC History New 6,902 689 0.72% 1383 +6,902 New Q4 2025 Feb 11, 2026
Unify Financial Advisors History New 6,900 689 0.72% 1384 +6,900 New Q4 2025 Apr 08, 2026
OBSIDIAN CIO, LLC History Reduced 6,847 683 1.01% 0.15% 1385 -4,263 -38.37% Q4 2025 Feb 18, 2026
EverSource Wealth Advisors, LLC History Added to 6,837 682 0.03% 0.01% 1386 +3,896 132.47% Q4 2025 Feb 06, 2026
J.E. Simmons & Co., P.C. History New 6,825 681 0.44% 1387 +6,825 New Q4 2025 Feb 13, 2026
Tilson Financial Group, Inc. History Added to 6,797 678 0.21% 0.22% 1388 +3 0.04% Q4 2025 Feb 05, 2026
POSTROCK PARTNERS LLC History No change 6,784 677 0.29% 0.3% 1389 0 0.0% Q4 2025 Jan 16, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 6,755 674 0.04% 0.04% 1390 +697 11.51% Q4 2025 Feb 11, 2026
Planned Solutions, Inc. History Added to 6,750 674 0.22% 0.22% 1391 +239 3.67% Q4 2025 Jan 28, 2026
Legacy Financial Advisors, Inc. History New 6,736 672 0.09% 1392 +6,736 New Q4 2025 Feb 04, 2026
MBL Wealth, LLC History Added to 6,735 672 0.05% 0.04% 1393 +2,095 45.15% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Added to 6,726 671 0.01% 0.0% 1394 +3,944 141.77% Q4 2025 Jan 20, 2026
Dentgroup LLC History Reduced 6,695 668 0.46% 0.45% 1395 -238 -3.43% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Added to 6,656 664 0.04% 0.04% 1396 +65 0.99% Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 6,642 663 0.27% 0.27% 1398 -256 -3.71% Q4 2025 Feb 11, 2026
Retirement Planning Group, LLC History Added to 6,640 663 0.02% 0.02% 1397 +114 1.75% Q4 2025 Feb 03, 2026
Vigilare Wealth Management History Reduced 6,627 661 0.22% 0.23% 1399 -40 -0.6% Q4 2025 Jan 07, 2026
Aurdan Capital Management, LLC History Added to 6,615 660 0.2% 0.11% 1401 +3,178 92.46% Q4 2025 Jan 12, 2026
Centennial Bank/AR/ History Reduced 6,616 660 0.26% 0.27% 1400 -309 -4.46% Q4 2025 Feb 17, 2026
Opes Wealth Management LLC History Reduced 6,602 659 0.11% 1.78% 1402 -95,957 -93.56% Q4 2025 Feb 02, 2026
Inman Jager Wealth Management, LLC History No change 6,591 658 0.4% 0.42% 1403 0 0.0% Q4 2025 Jan 26, 2026
Traynor Capital Management, Inc. History Added to 6,583 657 0.04% 0.03% 1404 +1,660 33.72% Q4 2025 Jan 12, 2026
PAX Financial Group, LLC History Added to 6,568 656 0.11% 0.12% 1405 +162 2.53% Q4 2025 Feb 05, 2026
Box Hill Private Wealth LLC History New 6,501 649 0.66% 1407 +6,501 New Q4 2025 Feb 09, 2026
PMG Wealth Management, Inc. History No change 6,500 649 0.48% 0.5% 1406 0 0.0% Q4 2025 Jan 23, 2026
ARVEST INVESTMENTS, INC. History Added to 6,490 648 0.09% 0.0% 1409 +6,386 6140.38% Q4 2025 Jan 20, 2026
Haverford Trust Co History Added to 6,488 648 0.01% 0.0% 1408 +1,897 41.32% Q4 2025 Feb 13, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 6,489 648 0.45% 0.37% 1410 -91 -1.38% Q4 2025 Jan 20, 2026
FAS Wealth Partners, Inc. History Added to 6,458 645 0.04% 0.04% 1411 +1,086 20.22% Q4 2025 Feb 18, 2026
Cambridge Advisors Inc. History No change 6,458 645 0.12% 0.13% 1412 0 0.0% Q4 2025 Jan 21, 2026
Heritage Trust Co History Reduced 6,440 643 0.07% 0.07% 1413 -242 -3.62% Q4 2025 Feb 10, 2026
POWER WEALTH MANAGEMENT LLC History Added to 6,386 637 0.22% 0.17% 1415 +1,793 39.04% Q4 2025 Feb 17, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 6,381 637 0.17% 0.15% 1414 +1,140 21.75% Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Added to 6,361 635 0.05% 0.04% 1416 +1,418 28.69% Q4 2025 Feb 09, 2026
Berkeley Capital Partners, LLC History Added to 6,354 634 0.15% 0.15% 1417 +115 1.84% Q4 2025 Feb 05, 2026
TMB Capital Partners, LLC History New 6,346 633 0.22% 1419 +6,346 New Q4 2025 Feb 19, 2026
CORA CAPITAL ADVISORS LLC History New 6,345 633 0.25% 1418 +6,345 New Q4 2025 Jan 28, 2026
CALTON & ASSOCIATES, INC. History Added to 6,322 631 0.09% 0.09% 1420 +526 9.08% Q4 2025 Feb 10, 2026
Genesis Wealth Advisors, LLC History Reduced 6,308 630 0.43% 0.48% 1421 -420 -6.24% Q4 2025 Feb 13, 2026
Woodside Wealth Management LLC History Added to 6,307 629 0.47% 0.49% 1422 +66 1.06% Q4 2025 Jan 30, 2026
TRUEFG, LLC History Added to 6,293 628 0.17% 0.17% 1423 +66 1.06% Q4 2025 Jan 21, 2026
Bernardo Wealth Planning LLC History Added to 6,286 627 0.12% 0.12% 1424 +70 1.13% Q4 2025 Jan 26, 2026
Redwood Investment Management, LLC History New 6,247 624 0.07% 1425 +6,247 New Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Reduced 6,248 624 0.02% 0.03% 1426 -2,468 -28.32% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Reduced 6,257 624 0.08% 0.1% 1427 -2,274 -26.66% Q4 2025 Jan 07, 2026
DOVER ADVISORS, LLC History Added to 6,179 617 0.24% 0.19% 1428 +1,360 28.22% Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Reduced 6,176 616 0.22% 0.21% 1429 -34 -0.55% Q4 2025 Feb 03, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 6,148 615 0.04% 0.1% 1430 -6,867 -52.76% Q4 2025 Feb 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 6,158 615 0.08% 0.11% 1431 -2,077 -25.22% Q4 2025 Feb 10, 2026
Stonehage Fleming Financial Services Holdings Ltd History New 6,124 611 0.02% 1432 +6,124 New Q4 2025 Jan 13, 2026
BFSG, LLC History Reduced 6,079 607 0.06% 0.14% 1433 -8,747 -59.0% Q4 2025 Jan 22, 2026
Crewe Advisors LLC History Reduced 6,084 607 0.05% 0.06% 1434 -66 -1.07% Q4 2025 Jan 16, 2026
Invariant Investment Management History New 6,049 605 0.39% 1435 +6,049 New Q4 2025 Jan 26, 2026
Roberts Financial Services LLC History No change 6,014 600 0.19% 0.19% 1436 0 0.0% Q4 2025 Jan 23, 2026
Beta Wealth Group, Inc. History No change 5,986 597 0.24% 0.24% 1437 0 0.0% Q4 2025 Feb 13, 2026
Peterson Wealth Services History Added to 5,947 594 0.15% 0.14% 1439 +4,987 519.48% Q4 2025 Feb 12, 2026
Cadence Bank History Added to 5,952 594 0.03% 0.03% 1438 +585 10.9% Q4 2025 Jan 30, 2026
Shepherd Financial Partners LLC History Reduced 5,944 593 0.05% 0.06% 1440 -622 -9.47% Q4 2025 Feb 10, 2026
Sterling Group Wealth Management, LLC History Added to 5,908 590 0.29% 0.28% 1441 +208 3.65% Q4 2025 Jan 27, 2026
BKM Wealth Management, LLC History Added to 5,860 585 0.21% 0.21% 1442 +152 2.66% Q4 2025 Jan 29, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Added to 5,845 583 0.17% 0.0% 1443 +5,815 19383.33% Q4 2025 Feb 04, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 5,804 579 0.07% 0.06% 1444 +1,178 25.46% Q4 2025 Jan 15, 2026
United Bank History Added to 5,793 578 0.2% 0.1% 1445 +2,992 106.82% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History No change 5,780 577 0.01% 0.02% 1446 0 0.0% Q4 2025 Feb 06, 2026
ORG Wealth Partners, LLC History Added to 5,751 575 0.14% 0.12% 1447 +309 5.68% Q4 2025 Jan 14, 2026
OAK ASSOCIATES LTD /OH/ History New 5,751 574 0.03% 1448 +5,751 New Q4 2025 Feb 12, 2026
Crestmont Private Wealth LLC History New 5,739 573 0.19% 1449 +5,739 New Q4 2025 Feb 10, 2026
Palumbo Wealth Management LLC History New 5,734 572 0.14% 1450 +5,734 New Q4 2025 Jan 21, 2026
Partners in Financial Planning History Added to 5,708 570 0.1% 0.1% 1451 +21 0.37% Q4 2025 Feb 02, 2026
Asset Allocation & Management Company, LLC History No change 5,692 569 0.23% 0.24% 1452 0 0.0% Q4 2025 Jan 12, 2026
Elevation Wealth Management LLC History New 5,683 567 0.54% 1453 +5,683 New Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History No change 5,674 566 0.03% 0.03% 1454 0 0.0% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Added to 5,666 565 0.0% 0.0% 1455 +1,919 51.21% Q4 2025 Jan 30, 2026
BlueStem Wealth Partners, LLC History Reduced 5,659 565 0.06% 0.08% 1456 -963 -14.54% Q4 2025 Feb 06, 2026
Uptown Financial Advisors LLC History Reduced 5,659 565 0.4% 0.51% 1457 -468 -7.64% Q4 2025 Jan 23, 2026
Axim Planning & Wealth History Added to 5,656 564 0.59% 0.34% 1458 +1,399 32.86% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History Reduced 5,644 563 0.03% 0.09% 1459 -12,036 -68.08% Q4 2025 Jan 14, 2026
HOWE & RUSLING INC History Added to 5,628 562 0.04% 0.03% 1460 +1,127 25.04% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 5,617 561 0.0% 1461 +5,617 New Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,601 559 0.01% 0.01% 1462 -594 -9.59% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Reduced 5,607 559 0.03% 0.04% 1463 -270 -4.59% Q4 2025 Feb 04, 2026
BEACON FINANCIAL GROUP History New 5,593 558 0.06% 1464 +5,593 New Q4 2025 Apr 01, 2026
PATTEN & PATTEN INC/TN History Reduced 5,585 557 0.03% 0.04% 1465 -782 -12.28% Q4 2025 Feb 03, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 5,584 557 0.12% 0.14% 1466 -447 -7.41% Q4 2025 Jan 20, 2026
Hilltop Partners LLC History Reduced 5,555 554 0.14% 0.19% 1467 -936 -14.42% Q4 2025 Feb 10, 2026
Y.D. More Investments Ltd History Added to 5,545 553 0.03% 0.03% 1469 +850 18.1% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 5,531 553 0.01% 0.01% 1468 +77 1.41% Q4 2025 Jan 26, 2026
MEMBERS WEALTH LLC History Added to 5,460 547 0.34% 0.26% 1471 +1,348 32.78% Q4 2025 Jan 28, 2026
BANK HAPOALIM BM History Reduced 5,474 547 0.05% 0.07% 1470 -110 -1.97% Q4 2025 Feb 17, 2026
Willis Johnson & Associates, Inc. History Added to 5,447 544 0.03% 0.03% 1472 +490 9.89% Q4 2025 Jan 22, 2026
TWO SIGMA SECURITIES, LLC History Reduced 5,441 543 0.07% 0.56% 1473 -32,509 -85.66% Q4 2025 Feb 17, 2026
Triumph Capital Management History Added to 5,440 543 0.12% 0.06% 1474 +3,306 154.92% Q4 2025 Feb 12, 2026
Tradewinds, LLC. History Reduced 5,429 542 0.13% 0.14% 1475 -168 -3.0% Q4 2025 Feb 13, 2026
ARWA LLC History New 5,411 540 0.32% 1476 +5,411 New Q4 2025 Feb 27, 2026
Seascape Capital Management History Reduced 5,370 536 0.15% 0.16% 1477 -144 -2.61% Q4 2025 Jan 21, 2026
MOTCO History Added to 5,328 532 0.05% 0.02% 1478 +2,794 110.26% Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Added to 5,313 530 0.04% 0.04% 1479 +846 18.94% Q4 2025 Jan 21, 2026
Balanced Rock Investment Advisors LLC History No change 5,314 530 0.38% 0.39% 1480 0 0.0% Q4 2025 Feb 13, 2026
ADVISORTRUST PARTNERS, LLC History New 5,300 529 0.23% 1481 +5,300 New Q4 2025 Mar 10, 2026
Bogart Wealth, LLC History Added to 5,252 524 0.02% 0.02% 1483 +1,135 27.57% Q4 2025 Jan 30, 2026
PROFFITT & GOODSON INC History Reduced 5,251 524 0.07% 0.08% 1482 -118 -2.2% Q4 2025 Jan 27, 2026
Ledyard National Bank History Reduced 5,244 523 0.05% 0.06% 1484 -1,361 -20.61% Q4 2025 Jan 21, 2026
ESG Planning DBA Harper Investing History Added to 5,230 522 0.22% 0.25% 1486 +68 1.32% Q4 2025 Feb 04, 2026
Vontobel Holding Ltd. History No change 5,230 522 0.0% 0.0% 1485 0 0.0% Q4 2025 Feb 13, 2026
Palisade Asset Management, LLC History Reduced 5,220 521 0.05% 0.05% 1487 -93 -1.75% Q4 2025 Feb 13, 2026
GFS Advisors, LLC History No change 5,200 519 0.06% 0.07% 1488 0 0.0% Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History No change 5,203 519 0.07% 0.07% 1489 0 0.0% Q4 2025 Jan 22, 2026
WARNER FINANCIAL, INC History Reduced 5,190 518 0.18% 0.25% 1490 -1,588 -23.43% Q4 2025 Jan 21, 2026
Perfromance Wealth Partners, LLC History Added to 5,171 516 0.01% 0.01% 1491 +2,157 71.57% Q4 2025 Jan 21, 2026
True Link Financial Advisors, LLC History New 5,141 513 0.03% 1492 +5,141 New Q4 2025 Jan 29, 2026
Naviter Wealth, LLC History Added to 5,142 513 0.07% 0.06% 1493 +66 1.3% Q4 2025 Jan 21, 2026
Tidemark, LLC History No change 5,113 510 0.14% 0.15% 1494 0 0.0% Q4 2025 Feb 10, 2026
Resurgent Financial Advisors LLC History Added to 5,082 507 0.25% 0.21% 1495 +713 16.32% Q4 2025 Feb 12, 2026
SPROTT INC. History Reduced 5,062 505 0.02% 0.02% 1496 -53 -1.04% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Reduced 5,040 503 0.06% 0.06% 1497 -16 -0.32% Q4 2025 Jan 21, 2026
Gradient Capital Advisors, LLC History Reduced 5,019 501 0.13% 0.14% 1498 -74 -1.45% Q4 2025 Feb 06, 2026
VISION FINANCIAL MARKETS LLC History No change 5,000 499 0.51% 0.43% 1499 0 0.0% Q4 2025 Jan 22, 2026
Attessa Capital LLC History Reduced 4,983 497 0.27% 0.43% 1500 -2,274 -31.34% Q4 2025 Jan 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 4,975 496 0.29% 0.24% 1501 +835 20.17% Q4 2025 Jan 15, 2026
Heritage Wealth Advisors History Added to 4,962 495 0.02% 0.02% 1502 +447 9.9% Q4 2025 Feb 13, 2026
GSG Advisors LLC History Reduced 4,947 494 0.13% 0.13% 1503 -46 -0.92% Q4 2025 Jan 08, 2026
CHAPIN DAVIS, INC. History Reduced 4,911 490 0.11% 0.12% 1504 -77 -1.54% Q4 2025 Jan 30, 2026
PYA Waltman Capital, LLC History New 4,892 488 0.13% 1505 +4,892 New Q4 2025 Feb 13, 2026
OneAscent Financial Services LLC History New 4,865 485 0.04% 1506 +4,865 New Q4 2025 Feb 11, 2026
Putney Financial Group LLC History Reduced 4,847 484 0.45% 0.78% 1507 -2,980 -38.07% Q4 2025 Jan 23, 2026
Blue Edge Capital, LLC History New 4,782 477 0.06% 1508 +4,782 New Q4 2025 Feb 12, 2026
ROMANO BROTHERS AND COMPANY History Added to 4,773 476 0.05% 0.05% 1509 +157 3.4% Q4 2025 Jan 14, 2026
MCF Advisors LLC History Reduced 4,752 474 0.03% 0.03% 1510 -176 -3.57% Q4 2025 Feb 11, 2026
Northwest Capital Management Inc History Reduced 4,726 472 2.05% 0.63% 1511 -1,293 -21.48% Q4 2025 Jan 26, 2026
Dale Q Rice Investment Management Ltd History No change 4,728 472 0.34% 0.33% 1512 0 0.0% Q4 2025 Jan 30, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 4,721 471 0.11% 0.1% 1513 -34 -0.72% Q4 2025 Feb 11, 2026
BG Investment Services, LLC History Added to 4,712 470 0.42% 0.45% 1514 +200 4.43% Q4 2025 Feb 05, 2026
American Trust History Reduced 4,700 469 0.04% 0.07% 1515 -3,938 -45.59% Q4 2025 Feb 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 4,675 466 0.02% 0.02% 1516 0 0.0% Q4 2025 Jan 23, 2026
Texas Yale Capital Corp. History No change 4,656 465 0.01% 0.01% 1517 0 0.0% Q4 2025 Feb 10, 2026
Clear Creek Financial Management, LLC History Reduced 4,637 463 0.04% 0.07% 1518 -3,584 -43.6% Q4 2025 Jan 23, 2026
Gray Private Wealth, LLC History Added to 4,638 463 0.23% 0.23% 1519 +161 3.6% Q4 2025 Feb 04, 2026
TSA Wealth Managment LLC History Added to 4,619 461 0.15% 0.16% 1520 +6 0.13% Q4 2025 Jan 22, 2026
Ridge Creek Global, Inc History New 4,601 459 0.39% 1522 +4,601 New Q4 2025 Feb 13, 2026
Atlanta Consulting Group Advisors, LLC History Added to 4,601 459 0.1% 0.1% 1521 +394 9.37% Q4 2025 Feb 11, 2026
Strategies Wealth Advisors, LLC History Reduced 4,595 458 0.05% 0.06% 1523 -1,002 -17.9% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History Added to 4,587 458 0.22% 0.18% 1524 +542 13.4% Q4 2025 Feb 03, 2026
Crusonia Wealth Advisors LLC History New 4,553 454 0.1% 1525 +4,553 New Q4 2025 Feb 18, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 4,525 452 0.09% 0.12% 1526 -1,969 -30.32% Q4 2025 Jan 28, 2026
Coordinated Financial Services, Inc. History New 4,525 451 0.26% 1527 +4,525 New Q4 2025 Feb 09, 2026
Continuum Advisory, LLC History Reduced 4,487 448 0.04% 0.05% 1528 -258 -5.44% Q4 2025 Feb 11, 2026
INSPIRE TRUST CO, N.A. History No change 4,486 448 0.07% 0.08% 1529 0 0.0% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Added to 4,478 447 0.01% 0.02% 1530 +269 6.39% Q4 2025 Jan 30, 2026
Abel Hall, LLC History Reduced 4,479 447 0.1% 0.18% 1531 -22 -0.49% Q4 2025 Feb 17, 2026
Apeiron RIA LLC History Added to 4,473 445 0.09% 0.08% 1533 +912 25.61% Q4 2025 Feb 03, 2026
Summit Financial Strategies, Inc. History Reduced 4,457 445 0.04% 0.05% 1532 -878 -16.46% Q4 2025 Jan 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History New 4,418 441 0.05% 1535 +4,418 New Q4 2025 Jan 12, 2026
SONATA CAPITAL GROUP INC History Reduced 4,423 441 0.16% 0.17% 1534 -250 -5.35% Q4 2025 Jan 26, 2026
Oath Planning, LLC History New 4,406 440 0.43% 1536 +4,406 New Q4 2025 Feb 12, 2026
Chancellor Financial Group WB LP History Added to 4,403 439 0.3% 0.31% 1537 +2 0.05% Q4 2025 Feb 05, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History New 4,380 437 0.03% 1538 +4,380 New Q4 2025 Jan 23, 2026
Quadcap Wealth Management, LLC History Reduced 4,362 435 0.05% 0.05% 1539 -27 -0.62% Q4 2025 Jan 29, 2026
Fiduciary Alliance LLC History Added to 4,346 434 0.03% 0.02% 1540 +2,011 86.12% Q4 2025 Jan 22, 2026
MONECO ADVISORS, LLC History Added to 4,345 433 0.03% 0.02% 1541 +1,902 77.86% Q4 2025 Feb 04, 2026
Glen Eagle Advisors, LLC History Added to 4,339 433 0.06% 0.05% 1542 +419 10.69% Q4 2025 Feb 13, 2026
Cottage Street Advisors LLC History Added to 4,328 432 0.18% 0.18% 1543 +55 1.29% Q4 2025 Jan 26, 2026
Weaver Consulting Group History Added to 4,316 431 0.11% 0.09% 1544 +838 24.09% Q4 2025 Feb 10, 2026
First Financial Bank - Trust Division History Added to 4,314 430 0.04% 0.04% 1545 +37 0.87% Q4 2025 Jan 02, 2026
MidAtlantic Capital Management, Inc. History No change 4,301 429 0.27% 0.29% 1546 0 0.0% Q4 2025 Feb 10, 2026
Center for Wealth Management Advisory History New 4,285 427 0.31% 1548 +4,285 New Q4 2025 Apr 10, 2026
LCW Services, LLC History New 4,280 427 0.23% 1547 +4,280 New Q4 2025 Feb 11, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 4,257 425 0.13% 0.13% 1549 +55 1.31% Q4 2025 Feb 04, 2026
Walkner Condon Financial Advisors LLC History Reduced 4,252 424 0.06% 0.16% 1550 -5,661 -57.11% Q4 2025 Jan 21, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 4,243 423 0.24% 0.27% 1551 -313 -6.87% Q4 2025 Jan 15, 2026
Bright Futures Wealth Management, LLC. History Added to 4,207 420 0.31% 0.17% 1552 +2,079 97.7% Q4 2025 Feb 05, 2026
Legacy Capital Wealth Partners, LLC History Added to 4,202 419 0.09% 0.08% 1553 +451 12.02% Q4 2025 Jan 16, 2026
Hobbs Group Advisors, LLC History Reduced 4,190 418 0.13% 0.21% 1555 -2,570 -38.02% Q4 2025 Jan 28, 2026
Magnus Financial Group LLC History Added to 4,186 418 0.03% 0.02% 1554 +1,136 37.25% Q4 2025 Jan 07, 2026
Peak Wealth Management LLC History New 4,180 417 0.35% 1556 +4,180 New Q4 2025 Feb 04, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 4,168 416 0.11% 0.1% 1557 +855 25.81% Q4 2025 Feb 10, 2026
Wood Tarver Financial Group, LLC History Reduced 4,170 416 0.12% 0.12% 1558 -23 -0.55% Q4 2025 Feb 12, 2026
New World Advisors LLC History Reduced 4,161 415 0.07% 0.09% 1560 -497 -10.67% Q4 2025 Feb 06, 2026
Hanson & Doremus Investment Management History No change 4,156 415 0.05% 0.05% 1559 0 0.0% Q4 2025 Jan 20, 2026
Kestra Investment Management, LLC History Reduced 4,135 413 0.01% 0.01% 1562 -1 -0.02% Q4 2025 Feb 09, 2026
Johnson Bixby & Associates, LLC History No change 4,138 413 0.05% 0.05% 1561 0 0.0% Q4 2025 Jan 14, 2026
Insight Wealth Partners, LLC History No change 4,120 411 0.06% 0.13% 1563 0 0.0% Q4 2025 Feb 17, 2026
CJM Wealth Advisers, Ltd. History Reduced 4,103 409 0.12% 0.23% 1564 -3,513 -46.13% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History New 4,091 408 0.0% 1565 +4,091 New Q4 2025 Jan 29, 2026
EdgeRock Capital LLC History No change 4,078 407 0.11% 0.11% 1566 0 0.0% Q4 2025 Jan 14, 2026
WealthCollab, LLC History No change 4,082 407 0.17% 0.19% 1567 0 0.0% Q4 2025 Jan 27, 2026
Goodman Financial Corp History New 4,048 404 0.08% 1568 +4,048 New Q4 2025 Jan 08, 2026
Principia Wealth Advisory, LLC History Added to 4,048 404 0.25% 0.14% 1569 +2,052 102.81% Q4 2025 Feb 10, 2026
NORTH DALLAS BANK & TRUST CO History New 4,030 402 0.26% 1570 +4,030 New Q4 2025 Feb 11, 2026
Torrey-Payne Wealth Management, LLC History New 4,000 401 0.36% 1572 +4,000 New Q4 2025 Feb 19, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 4,012 401 0.03% 0.03% 1571 -102 -2.48% Q4 2025 Jan 15, 2026
Manuka Financial, LLC History Reduced 4,009 400 0.25% 0.25% 1573 -69 -1.69% Q4 2025 Jan 28, 2026
Gouws Capital LLC History No change 4,000 399 0.21% 0.22% 1574 0 0.0% Q4 2025 Feb 02, 2026
Frank, Rimerman Advisors LLC History No change 3,996 399 0.03% 0.03% 1575 0 0.0% Q4 2025 Jan 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,977 397 0.01% 0.01% 1576 +590 17.42% Q4 2025 Feb 06, 2026
Advance Capital Management, Inc. History Reduced 3,983 397 0.02% 0.02% 1577 -364 -8.37% Q4 2025 Jan 06, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 3,966 396 0.03% 0.04% 1578 -15 -0.38% Q4 2025 Feb 17, 2026
LVW Advisors, LLC History New 3,950 394 0.04% 1579 +3,950 New Q4 2025 Jan 14, 2026
Coastal Bridge Advisors, LLC History Added to 3,952 394 0.03% 0.03% 1580 +270 7.33% Q4 2025 Feb 18, 2026
Beacon Capital Management, LLC History Added to 3,923 391 0.06% 0.03% 1582 +1,708 77.11% Q4 2025 Feb 13, 2026
Brickley Wealth Management History Added to 3,921 391 0.07% 0.06% 1581 +292 8.05% Q4 2025 Jan 29, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 3,911 390 0.02% 0.03% 1583 -1,095 -21.87% Q4 2025 Feb 17, 2026
Drucker Wealth 3.0, LLC History Reduced 3,905 389 0.07% 0.08% 1584 -773 -16.52% Q4 2025 Feb 03, 2026
4WEALTH ADVISORS, INC. History Reduced 3,879 387 0.33% 0.35% 1585 -20 -0.51% Q4 2025 Jan 21, 2026
Lewis Asset Management, LLC History Added to 3,869 386 0.16% 0.14% 1586 +406 11.72% Q4 2025 Jan 15, 2026
Community Bank & Trust, Waco, Texas History New 3,840 384 0.08% 1587 +3,840 New Q4 2025 Feb 09, 2026
HCR Wealth Advisors History New 3,795 379 0.04% 1588 +3,795 New Q4 2025 Jan 27, 2026
Hixon Zuercher, LLC History New 3,790 378 0.11% 1590 +3,790 New Q4 2025 Jan 26, 2026
Financial Sense Advisors, Inc. History Added to 3,789 378 0.07% 0.06% 1589 +58 1.55% Q4 2025 Feb 13, 2026
WealthCare Investment Partners, LLC History Added to 3,780 377 0.11% 0.11% 1591 +446 13.38% Q4 2025 Jan 06, 2026
Barnes Dennig Private Wealth Management LLC History Added to 3,757 375 0.38% 0.4% 1592 +21 0.56% Q4 2025 Jan 14, 2026
Claro Advisors Inc. History Reduced 3,731 372 0.05% 0.06% 1593 -171 -4.38% Q4 2025 Feb 17, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 3,716 371 0.21% 0.22% 1596 -25 -0.67% Q4 2025 Feb 17, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 3,720 371 0.03% 0.03% 1594 0 0.0% Q4 2025 Feb 10, 2026
Creative Capital Management Investments LLC History No change 3,716 371 0.11% 0.12% 1595 0 0.0% Q4 2025 Jan 23, 2026
BURNEY CO/ History Reduced 3,686 368 0.01% 0.02% 1597 -1,038 -21.97% Q4 2025 Jan 23, 2026
Segment Wealth Management, LLC History Added to 3,687 368 0.02% 0.02% 1599 +200 5.74% Q4 2025 Jan 29, 2026
Peregrine Asset Advisers, Inc. History Reduced 3,685 368 0.1% 0.12% 1598 -158 -4.11% Q4 2025 Feb 02, 2026
Davies Financial Advisors, Inc. History Reduced 3,674 367 0.68% 1.02% 1602 -8,864 -70.7% Q4 2025 Jan 27, 2026
Vantus Wealth LLC History New 3,683 367 0.27% 1605 +3,683 New Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Reduced 3,681 367 0.09% 0.16% 1603 -2,567 -41.09% Q4 2025 Jan 12, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 3,677 367 0.06% 0.06% 1601 +35 0.96% Q4 2025 Jan 12, 2026
MONTAG A & ASSOCIATES INC History No change 3,679 367 0.02% 0.02% 1600 0 0.0% Q4 2025 Feb 02, 2026
Plum Street Advisors, LLC History No change 3,679 367 0.13% 0.14% 1604 0 0.0% Q4 2025 Feb 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 3,674 366 0.09% 0.1% 1606 0 0.0% Q4 2025 Feb 27, 2026
Williams Jones Wealth Management, LLC. History Reduced 3,656 365 0.0% 0.0% 1607 -44 -1.19% Q4 2025 Feb 13, 2026
W ADVISORS, LLC History Reduced 3,646 364 0.18% 0.19% 1608 -23 -0.63% Q4 2025 Feb 13, 2026
AM INVESTMENT STRATEGIES LLC History New 3,623 362 0.08% 1611 +3,623 New Q4 2025 Feb 05, 2026
Petix & Botte Co History Reduced 3,630 362 0.08% 0.09% 1610 -96 -2.58% Q4 2025 Feb 05, 2026
Northstar Group, Inc. History No change 3,630 362 0.05% 0.05% 1609 0 0.0% Q4 2025 Feb 13, 2026
WATERS PARKERSON & CO., LLC History No change 3,620 361 0.02% 0.02% 1612 0 0.0% Q4 2025 Feb 12, 2026
SIH Partners, LLLP History No change 3,620 361 0.01% 0.01% 1613 0 0.0% Q4 2025 Feb 17, 2026
WAYSTONE ADVISORS LLC History New 3,603 359 0.31% 1615 +3,603 New Q4 2025 Feb 09, 2026
Note Advisors, LLC History Added to 3,599 359 0.18% 0.21% 1616 +81 2.3% Q4 2025 Feb 18, 2026
Philip James Wealth Mangement, LLC History No change 3,603 359 0.04% 0.04% 1614 0 0.0% Q4 2025 Jan 20, 2026
MGB Wealth Management, LLC History No change 3,579 358 0.1% 0.1% 1617 0 0.0% Q4 2025 Feb 17, 2026
SYKON CAPITAL LLC History Added to 3,575 357 0.11% 0.1% 1618 +630 21.39% Q4 2025 Feb 12, 2026
Archvest Wealth Advisors, Inc. History Reduced 3,556 355 0.23% 1.3% 1619 -11,066 -75.68% Q4 2025 Feb 13, 2026
ADG Wealth Management Group, LLC History New 3,563 355 0.27% 1621 +3,563 New Q4 2025 Jan 15, 2026
Strategent Financial, LLC History No change 3,558 355 0.22% 0.25% 1620 0 0.0% Q4 2025 Jan 29, 2026
Foundation Wealth Management, LLC\PA History Reduced 3,550 354 0.13% 0.16% 1623 -672 -15.92% Q4 2025 Jan 15, 2026
Carter Financial Group, INC. History Reduced 3,548 354 0.21% 0.24% 1622 -424 -10.67% Q4 2025 Feb 13, 2026
Consolidated Portfolio Review Corp History Reduced 3,543 353 0.03% 0.24% 1626 -15,521 -81.42% Q4 2025 Jan 26, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 3,535 353 0.01% 0.01% 1624 -370 -9.48% Q4 2025 Feb 10, 2026
Pine Ridge Advisers LLC History No change 3,543 353 0.02% 0.02% 1625 0 0.0% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Reduced 3,534 352 0.05% 0.07% 1627 -861 -19.59% Q4 2025 Feb 02, 2026
CCG WEALTH MANAGEMENT, LLC History New 3,517 351 0.15% 1628 +3,517 New Q4 2025 Jan 21, 2026
Boreal Capital Management LLC History Reduced 3,520 351 0.26% 0.41% 1630 -1,500 -29.88% Q4 2025 Feb 17, 2026
GR FINANCIAL GROUP, LLC History Added to 3,521 351 0.08% 0.08% 1629 +46 1.32% Q4 2025 Feb 05, 2026
Syverson Strege & Co History Reduced 3,510 350 0.08% 0.1% 1631 -584 -14.26% Q4 2025 Feb 09, 2026
Odyssey Capital Advisors, Inc. History New 3,496 349 0.31% 1634 +3,496 New Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 3,500 349 0.09% 0.26% 1632 -2,767 -44.15% Q4 2025 Feb 09, 2026
Rockingstone Advisors LLC History No change 3,500 349 0.16% 0.17% 1633 0 0.0% Q4 2025 Jan 28, 2026
Callan Family Office, LLC History New 3,489 348 0.01% 1635 +3,489 New Q4 2025 Feb 12, 2026
Strategic Investment Advisors / MI History Reduced 3,475 347 0.03% 0.03% 1636 -41,768 -92.32% Q4 2025 Feb 17, 2026
Retireful, LLC History Reduced 3,471 347 0.44% 1.38% 1637 -10,811 -75.7% Q4 2025 Jan 15, 2026
UNION SAVINGS BANK History New 3,456 345 0.15% 1639 +3,456 New Q4 2025 Mar 06, 2026
SOA Wealth Advisors, LLC. History Reduced 3,462 345 0.06% 0.06% 1638 -17 -0.49% Q4 2025 Jan 20, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,449 344 0.0% 0.01% 1640 0 0.0% Q4 2025 Feb 17, 2026
Karpus Management, Inc. History Added to 3,435 343 0.01% 0.01% 1641 +675 24.46% Q4 2025 Feb 17, 2026
Dogwood Wealth Management LLC History Added to 3,435 343 0.15% 0.15% 1643 +165 5.05% Q4 2025 Feb 04, 2026
Westmount Partners, LLC History No change 3,440 343 0.09% 0.09% 1642 0 0.0% Q4 2025 Jan 15, 2026
Stephenson & Company, Inc. History Added to 3,422 341 0.19% 0.18% 1644 +350 11.39% Q4 2025 Jan 27, 2026
Life Planning Partners, Inc History Added to 3,399 339 0.26% 0.16% 1645 +1,264 59.2% Q4 2025 Jan 16, 2026
Topsail Wealth Management, LLC History Reduced 3,399 339 0.05% 0.07% 1646 -831 -19.65% Q4 2025 Feb 04, 2026
25 LLC History Reduced 3,391 338 0.11% 0.14% 1648 -730 -17.71% Q4 2025 Jan 15, 2026
Westshore Wealth, LLC History No change 3,389 338 0.11% 0.12% 1647 0 0.0% Q4 2025 Feb 25, 2026
KLCM Advisors, Inc. History New 3,360 335 0.03% 1649 +3,360 New Q4 2025 Feb 04, 2026
Financial Management Professionals, Inc. History No change 3,356 335 0.03% 0.03% 1650 0 0.0% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Added to 3,330 333 0.01% 0.01% 1651 +80 2.46% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,325 332 0.02% 0.01% 1652 +333 11.13% Q4 2025 Feb 13, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 3,314 331 0.03% 0.03% 1653 +187 5.98% Q4 2025 Feb 12, 2026
SSA SWISS ADVISORS AG History Reduced 3,311 330 0.15% 0.18% 1654 -613 -15.62% Q4 2025 Feb 26, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,278 327 0.02% 0.07% 1657 -9,260 -73.86% Q4 2025 Jan 20, 2026
Endowment Wealth Management, Inc. History Added to 3,282 327 0.15% 0.13% 1656 +406 14.12% Q4 2025 Feb 09, 2026
Everhart Financial Group, Inc. History Reduced 3,279 327 0.03% 0.03% 1655 -200 -5.75% Q4 2025 Jan 07, 2026
Clearstead Trust, LLC History Reduced 3,268 326 0.05% 0.07% 1658 -682 -17.27% Q4 2025 Feb 09, 2026
Traub Capital Management LLC History Added to 3,255 325 0.31% 0.27% 1660 +500 18.15% Q4 2025 Jan 29, 2026
Hardin Capital Partners, LLC History Reduced 3,260 325 0.15% 0.18% 1659 -21 -0.64% Q4 2025 Jan 09, 2026
Cape Investment Advisory, Inc. History Added to 3,249 324 0.1% 0.24% 1662 +793 32.29% Q4 2025 Feb 17, 2026
MIDDLETON & CO INC/MA History No change 3,250 324 0.03% 0.04% 1661 0 0.0% Q4 2025 Jan 29, 2026
BAM Wealth Management, LLC History Reduced 3,233 322 0.23% 0.35% 1663 -1,317 -28.95% Q4 2025 Jan 20, 2026
White Lighthouse Investment Management Inc. History Added to 3,214 321 0.04% 0.04% 1664 +425 15.24% Q4 2025 Feb 09, 2026
Parkshore Wealth Management, Inc. History Added to 3,218 321 0.12% 0.13% 1665 +22 0.69% Q4 2025 Feb 09, 2026
Selby Wealth Management, LLC History New 3,211 320 0.13% 1666 +3,211 New Q4 2025 Feb 13, 2026
Stonebridge Capital Advisors LLC History Added to 3,202 319 0.02% 0.02% 1667 +402 14.36% Q4 2025 Feb 12, 2026
Riverbend Wealth Management, LLC History No change 3,197 319 0.2% 0.22% 1668 0 0.0% Q4 2025 Jan 29, 2026
Key FInancial Inc History Reduced 3,188 318 0.06% 0.06% 1669 -167 -4.98% Q4 2025 Feb 09, 2026
Meadow Creek Wealth Advisors LLC History Reduced 3,168 316 0.2% 0.24% 1670 -347 -9.87% Q4 2025 Jan 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 3,171 316 0.12% 0.13% 1671 +148 4.9% Q4 2025 Feb 12, 2026
Tempus Wealth Planning, LLC History Reduced 3,160 315 0.07% 0.08% 1672 -115 -3.51% Q4 2025 Jan 16, 2026
First Heartland Consultants, Inc. History Reduced 3,148 314 0.02% 0.03% 1673 -16 -0.51% Q4 2025 Jan 09, 2026
Stelac Advisory Services LLC History No change 3,136 313 0.11% 0.11% 1674 0 0.0% Q4 2025 Feb 12, 2026
Stonehearth Capital Management, LLC History Added to 3,126 312 0.12% 0.12% 1675 +41 1.33% Q4 2025 Jan 13, 2026
Rosenberg Matthew Hamilton History Added to 3,094 309 0.06% 0.07% 1676 +25 0.81% Q4 2025 Jan 05, 2026
New Millennium Group LLC History Added to 3,065 306 0.13% 0.05% 1680 +1,906 164.45% Q4 2025 Feb 06, 2026
Cooper Financial Group History Added to 3,068 306 0.03% 0.03% 1678 +701 29.62% Q4 2025 Jan 08, 2026
Cypress Wealth Services, LLC History Reduced 3,069 306 0.04% 0.06% 1677 -625 -16.92% Q4 2025 Jan 14, 2026
WealthBridge Capital Management, LLC History Reduced 3,065 306 0.07% 0.08% 1679 -525 -14.62% Q4 2025 Jan 21, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 3,058 305 0.12% 0.13% 1681 0 0.0% Q4 2025 Jan 22, 2026
Beaumont Financial Advisors, LLC History New 3,048 304 0.02% 1684 +3,048 New Q4 2025 Jan 16, 2026
XY Planning Network, Inc. History New 3,045 304 0.05% 1682 +3,045 New Q4 2025 Jan 26, 2026
HFG Advisors, Inc. History New 3,044 304 0.22% 1683 +3,044 New Q4 2025 Feb 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 3,048 304 0.07% 0.07% 1685 -13 -0.42% Q4 2025 Jan 09, 2026
BNC WEALTH MANAGEMENT, LLC History Added to 3,039 303 0.08% 0.07% 1687 +413 15.73% Q4 2025 Jan 22, 2026
LEE DANNER & BASS INC History No change 3,042 303 0.02% 0.02% 1686 0 0.0% Q4 2025 Jan 29, 2026
MARINO, STRAM & ASSOCIATES LLC History New 3,031 302 0.05% 1688 +3,031 New Q4 2025 Jan 16, 2026
Millstone Evans Group, LLC History Added to 3,025 302 0.18% 0.0% 1689 +3,004 14304.76% Q4 2025 Feb 02, 2026
Bravias Capital Group, LLC History Reduced 3,028 302 0.18% 0.22% 1690 -220 -6.77% Q4 2025 Jan 29, 2026
WINCAP FINANCIAL LLC History Added to 3,025 302 0.21% 0.2% 1691 +97 3.31% Q4 2025 Jan 14, 2026
Financial Architects, LLC History New 3,005 300 0.16% 1692 +3,005 New Q4 2025 Jan 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 3,000 299 0.13% 0.13% 1693 0 0.0% Q4 2025 Feb 06, 2026
MB Generational Wealth, LLC History No change 3,001 299 0.16% 0.19% 1694 0 0.0% Q4 2025 Feb 10, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 2,987 298 0.12% 0.1% 1696 -626 -17.33% Q4 2025 Feb 11, 2026
Rise Advisors, LLC History Reduced 2,991 298 0.11% 0.12% 1695 -293 -8.92% Q4 2025 Feb 11, 2026
Elite Financial, Inc. History No change 2,967 296 0.13% 0.14% 1697 0 0.0% Q4 2025 Feb 12, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 2,946 294 0.04% 0.04% 1698 +366 14.19% Q4 2025 Feb 05, 2026
Allianz Asset Management GmbH History Added to 2,950 294 0.0% 0.0% 1699 +350 13.46% Q4 2025 Feb 11, 2026
SWP FINANCIAL LLC History Added to 2,951 294 0.15% 0.14% 1700 +218 7.98% Q4 2025 Jan 16, 2026
Ergawealth Advisors, Inc. History No change 2,940 293 0.13% 0.14% 1701 0 0.0% Q4 2025 Jan 21, 2026
Wellington Shields & Co., LLC History New 2,915 291 0.07% 1702 +2,915 New Q4 2025 Feb 09, 2026
Parcion Private Wealth LLC History New 2,911 290 0.02% 1703 +2,911 New Q4 2025 Jan 26, 2026
FSM Wealth Advisors, LLC History Reduced 2,908 290 0.04% 0.04% 1704 -124 -4.09% Q4 2025 Jan 23, 2026
Stordahl Capital Management, Inc. History Added to 2,903 289 0.06% 0.06% 1705 +27 0.94% Q4 2025 Jan 27, 2026
Brookwood Investment Group LLC History Reduced 2,893 288 0.03% 0.09% 1708 -4,055 -58.36% Q4 2025 Jan 22, 2026
Highland Financial Advisors, LLC History New 2,887 288 0.08% 1707 +2,887 New Q4 2025 Jan 23, 2026
EVERETT HARRIS & CO /CA/ History No change 2,892 288 0.0% 0.0% 1706 0 0.0% Q4 2025 Feb 11, 2026
NOVEM GROUP History Reduced 2,871 286 0.03% 0.04% 1710 -580 -16.81% Q4 2025 Jan 27, 2026
Sandbox Financial Partners, LLC History Added to 2,868 286 0.08% 0.08% 1709 +21 0.74% Q4 2025 Jan 07, 2026
Richard Bernstein Advisors LLC History New 2,861 285 0.01% 1711 +2,861 New Q4 2025 Feb 03, 2026
Annex Advisory Services, LLC History Added to 2,863 285 0.01% 0.01% 1712 +347 13.79% Q4 2025 Jan 26, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 2,848 284 0.07% 0.05% 1713 +836 41.55% Q4 2025 Feb 17, 2026
CrossGen Wealth, LLC History New 2,831 282 0.25% 1716 +2,831 New Q4 2025 Feb 19, 2026
Clarity Retirement & Wealth, LLC History New 2,828 282 0.25% 1715 +2,828 New Q4 2025 Feb 11, 2026
Essential Planning, LLC. History Added to 2,827 282 0.09% 0.08% 1714 +540 23.61% Q4 2025 Jan 15, 2026
Echo45 Advisors LLC History New 2,815 281 0.16% 1717 +2,815 New Q4 2025 Feb 06, 2026
POTENTIA WEALTH History Reduced 2,806 280 0.1% 0.11% 1719 -23 -0.81% Q4 2025 Feb 13, 2026
Courage Miller Partners, LLC History Reduced 2,805 280 0.08% 0.08% 1718 -1 -0.04% Q4 2025 Jan 26, 2026
Bison Wealth, LLC History New 2,822 278 0.03% 1723 +2,822 New Q4 2025 Mar 24, 2026
Phocas Financial Corp. History New 2,791 278 0.04% 1721 +2,791 New Q4 2025 Jan 26, 2026
Kendall Capital Management History New 2,785 278 0.06% 1722 +2,785 New Q4 2025 Jan 16, 2026
Benin Management CORP History No change 2,792 278 0.06% 0.07% 1720 0 0.0% Q4 2025 Jan 12, 2026
Polaris Investment Advisors, LLC History New 2,749 274 0.2% 1725 +2,749 New Q4 2025 Jan 15, 2026
Cornerstone Planning Group LLC History Added to 2,745 274 0.04% 0.03% 1724 +1,031 60.15% Q4 2025 Feb 02, 2026
DB&C Advisors, LLC History New 2,740 273 0.34% 1728 +2,740 New Q4 2025 Feb 11, 2026
DUNCKER STREETT & CO INC History No change 2,735 273 0.05% 0.05% 1726 0 0.0% Q4 2025 Jan 27, 2026
WOLFF WIESE MAGANA LLC History No change 2,734 273 0.15% 0.16% 1727 0 0.0% Q4 2025 Jan 14, 2026
Concorde Asset Management, LLC History Reduced 2,726 272 0.11% 0.12% 1729 -43 -1.55% Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,708 270 0.09% 0.06% 1730 +2,401 782.08% Q4 2025 Jan 20, 2026
CWA Asset Management Group, LLC History Reduced 2,694 269 0.01% 0.01% 1731 -1,223 -31.22% Q4 2025 Jan 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,680 267 0.01% 0.01% 1734 +1,098 69.41% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History Reduced 2,680 267 0.02% 0.02% 1732 -156 -5.5% Q4 2025 Feb 26, 2026
Pines Wealth Management, LLC History Added to 2,676 267 0.09% 0.09% 1735 +2 0.07% Q4 2025 Feb 02, 2026
Independent Family Office, LLC History No change 2,682 267 0.11% 0.11% 1733 0 0.0% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History New 2,653 265 0.03% 1737 +2,653 New Q4 2025 Jan 12, 2026
Holistic Financial Partners History Reduced 2,663 265 0.1% 0.12% 1738 -239 -8.24% Q4 2025 Jan 07, 2026
Braun-Bostich & Associates Inc. History Added to 2,655 265 0.16% 0.16% 1739 +65 2.51% Q4 2025 Jan 14, 2026
Thomasville National Bank History No change 2,655 265 0.02% 0.02% 1736 0 0.0% Q4 2025 Jan 26, 2026
Cornerstone Financial Group, LLC /NE/ History New 2,653 264 0.18% 1742 +2,653 New Q4 2025 Feb 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 2,650 264 0.07% 0.07% 1741 +35 1.34% Q4 2025 Feb 09, 2026
CADINHA & CO LLC History Added to 2,644 264 0.04% 0.04% 1740 +11 0.42% Q4 2025 Jan 28, 2026
Transcendent Capital Group LLC History Reduced 2,642 263 0.12% 0.13% 1743 -325 -10.95% Q4 2025 Jan 26, 2026
Milestones Private Investment Advisors LLC History New 2,625 262 0.18% 1745 +2,625 New Q4 2025 Jan 26, 2026
Missouri Trust & Investment Co History Added to 2,632 262 0.08% 0.07% 1746 +237 9.9% Q4 2025 Feb 13, 2026
Wellington Shields Capital Management, LLC History No change 2,631 262 0.04% 0.04% 1744 0 0.0% Q4 2025 Feb 09, 2026
BOSTON FAMILY OFFICE LLC History New 2,615 261 0.02% 1747 +2,615 New Q4 2025 Feb 13, 2026
Obermeyer Wealth Partners History Reduced 2,622 261 0.01% 0.01% 1748 -381 -12.69% Q4 2025 Jan 29, 2026
M3 Wealth Management, LLC History New 2,587 258 0.21% 1750 +2,587 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Reduced 2,587 258 0.21% 0.25% 1749 -73 -2.74% Q4 2025 Feb 09, 2026
SageGuard Financial Group, LLC History New 2,581 257 0.04% 1753 +2,581 New Q4 2025 Jan 27, 2026
AFT, FORSYTH & COMPANY, INC. History New 2,580 257 0.11% 1751 +2,580 New Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Added to 2,581 257 0.05% 0.04% 1754 +255 10.96% Q4 2025 Jan 06, 2026
Garrett Wealth Advisory Group, LLC History No change 2,581 257 0.05% 0.05% 1752 0 0.0% Q4 2025 Feb 04, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 2,569 256 0.07% 0.07% 1757 -48 -1.83% Q4 2025 Feb 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,570 256 0.01% 0.01% 1755 0 0.0% Q4 2025 Feb 12, 2026
FIDELITY D & D BANCORP INC History No change 2,571 256 0.11% 0.14% 1756 0 0.0% Q4 2025 Feb 09, 2026
Clearview Wealth Advisors LLC History Reduced 2,554 255 0.16% 0.19% 1758 -377 -12.86% Q4 2025 Feb 17, 2026
21 West Wealth Management LLC History New 2,553 254 0.23% 1760 +2,553 New Q4 2025 Jan 13, 2026
Carroll Advisory Group, LLC History New 2,551 254 0.11% 1761 +2,551 New Q4 2025 Feb 09, 2026
Brady Martz Wealth Solutions, LLC History Added to 2,547 254 0.04% 0.04% 1759 +341 15.46% Q4 2025 Jan 15, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History New 2,536 253 0.18% 1762 +2,536 New Q4 2025 Jan 20, 2026
HBW ADVISORY SERVICES LLC History New 2,532 252 0.03% 1763 +2,532 New Q4 2025 Jan 23, 2026
Two West Capital Advisors LLC History New 2,505 250 0.15% 1764 +2,505 New Q4 2025 Jan 13, 2026
EAGLE WEALTH STRATEGIES LLC History New 2,501 249 0.12% 1769 +2,501 New Q4 2025 Jan 06, 2026
Old Port Advisors History Reduced 2,499 249 0.06% 0.07% 1767 -299 -10.69% Q4 2025 Jan 08, 2026
McIlrath & Eck, LLC History Added to 2,502 249 0.02% 0.03% 1766 +19 0.77% Q4 2025 Feb 03, 2026
Bank OZK History No change 2,497 249 0.09% 0.09% 1765 0 0.0% Q4 2025 Feb 17, 2026
Lanham O'Dell & Company, Inc. History No change 2,500 249 0.07% 0.08% 1768 0 0.0% Q4 2025 Jan 12, 2026
Ackerman Asset Management, LLC History New 2,483 248 0.16% 1770 +2,483 New Q4 2025 Feb 13, 2026
Zullo Investment Group, Inc. History No change 2,455 245 0.09% 0.09% 1771 0 0.0% Q4 2025 Jan 26, 2026
Adirondack Capital Advisors, LLC History New 2,449 244 0.16% 1774 +2,449 New Q4 2025 Feb 03, 2026
Wealth Architects, LLC History Added to 2,452 244 0.02% 0.02% 1773 +410 20.08% Q4 2025 Feb 17, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 2,447 244 0.03% 0.02% 1772 +316 14.83% Q4 2025 Feb 18, 2026
Reflection Asset Management History New 2,433 243 0.17% 1776 +2,433 New Q4 2025 Mar 02, 2026
Raab & Moskowitz Asset Management LLC History No change 2,441 243 0.05% 0.05% 1775 0 0.0% Q4 2025 Jan 20, 2026
West Branch Capital LLC History Reduced 2,430 242 0.06% 0.09% 1779 -948 -28.06% Q4 2025 Jan 16, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,423 242 0.03% 0.03% 1778 +202 9.1% Q4 2025 Jan 14, 2026
WealthTrust Axiom LLC History No change 2,423 242 0.06% 0.06% 1777 0 0.0% Q4 2025 Feb 13, 2026
Independence Bank of Kentucky History Reduced 2,420 241 0.03% 0.04% 1780 -450 -15.68% Q4 2025 Jan 20, 2026
Maltin Wealth Management, Inc. History Added to 2,411 240 0.1% 0.1% 1782 +31 1.3% Q4 2025 Jan 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 2,407 240 0.08% 0.09% 1781 -4 -0.17% Q4 2025 Feb 09, 2026
PURSUE WEALTH PARTNERS LLC History Added to 2,381 238 0.12% 0.12% 1783 +161 7.25% Q4 2025 Jan 26, 2026
Linden Thomas Advisory Services, LLC History Reduced 2,384 238 0.02% 0.03% 1784 -132 -5.25% Q4 2025 Jan 16, 2026
Oak Harvest Investment Services History Reduced 2,381 237 0.03% 0.11% 1785 -6,925 -74.41% Q4 2025 Jan 27, 2026
Taylor & Morgan Wealth Management, LLC History New 2,382 237 0.13% 1786 +2,382 New Q4 2025 Jan 16, 2026
Silver Oak Advisory Group, Inc. History Added to 2,379 237 0.11% 0.1% 1787 +60 2.59% Q4 2025 Feb 03, 2026
Fragasso Financial Advisors Inc History Reduced 2,373 236 0.01% 0.02% 1788 -331 -12.24% Q4 2025 Jan 07, 2026
ARS Wealth Advisors Group, LLC History Reduced 2,364 236 0.02% 0.02% 1789 -149 -5.93% Q4 2025 Jan 12, 2026
Daner Wealth Management, LLC History No change 2,350 236 0.14% 0.15% 1790 0 0.0% Q4 2025 Feb 11, 2026
Hills Bank & Trust Co History Added to 2,346 234 0.01% 0.01% 1791 +39 1.69% Q4 2025 Feb 05, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 2,342 233 0.09% 0.09% 1792 +77 3.4% Q4 2025 Jan 30, 2026
Palacios Wealth Management, LLC History No change 2,339 233 0.18% 0.15% 1793 0 0.0% Q4 2025 Jan 28, 2026
RAINIER FAMILY WEALTH INC History New 2,326 232 0.17% 1795 +2,326 New Q4 2025 Jan 20, 2026
Essex Bank History Added to 2,330 232 0.05% 0.05% 1794 +30 1.3% Q4 2025 Feb 02, 2026
Cassilly Financial Group LLC History New 2,314 231 0.2% 1798 +2,314 New Q4 2025 Jan 15, 2026
Able Wealth Management LLC History Added to 2,318 231 0.07% 0.08% 1797 +271 13.24% Q4 2025 Jan 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,322 231 0.02% 0.02% 1796 0 0.0% Q4 2025 Feb 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,306 230 0.01% 0.02% 1799 -101 -4.2% Q4 2025 Feb 06, 2026
Allied Investment Advisors, LLC History No change 2,309 230 0.04% 0.04% 1800 0 0.0% Q4 2025 Feb 09, 2026
New Republic Capital, LLC History Added to 2,301 229 0.06% 0.0% 1801 +2,289 19075.0% Q4 2025 Feb 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 2,278 228 0.0% 0.0% 1802 +68 3.08% Q4 2025 Feb 03, 2026
American Financial Advisors, LLC History Reduced 2,281 227 0.03% 0.03% 1803 -171 -6.97% Q4 2025 Feb 03, 2026
Vivaldi Capital Management LP History Reduced 2,267 226 0.03% 0.04% 1804 -429 -15.91% Q4 2025 Feb 13, 2026
BANQUE PICTET & CIE SA History No change 2,261 225 0.0% 0.0% 1805 0 0.0% Q4 2025 Jan 16, 2026
Certified Advisory Corp History Reduced 2,251 224 0.02% 0.02% 1807 -197 -8.05% Q4 2025 Jan 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 2,248 224 0.02% 0.02% 1806 +49 2.23% Q4 2025 Jan 15, 2026
SilverOak Wealth Management LLC History No change 2,237 223 0.03% 0.04% 1808 0 0.0% Q4 2025 Jan 28, 2026
Aspen Capital Management, LLC History New 2,229 222 0.05% 1809 +2,229 New Q4 2025 Jan 29, 2026
Invst, LLC History Added to 2,213 221 0.02% 0.02% 1811 +89 4.19% Q4 2025 Feb 11, 2026
3EDGE Asset Management, LP History No change 2,213 221 0.01% 0.01% 1810 0 0.0% Q4 2025 Feb 06, 2026
Fortis Group Advisors, LLC History Reduced 2,201 220 0.04% 0.04% 1812 -131 -5.62% Q4 2025 Feb 06, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 2,195 219 0.02% 0.02% 1814 -440 -16.7% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 2,195 219 0.01% 0.01% 1813 -246 -10.08% Q4 2025 Feb 10, 2026
Keystone Financial Group History New 2,190 218 0.02% 1815 +2,190 New Q4 2025 Feb 06, 2026
Impact Partnership Wealth, LLC History Reduced 2,183 218 0.03% 0.04% 1816 -227 -9.42% Q4 2025 Feb 10, 2026
PROMETHIUM ADVISORS,LLC History No change 2,190 218 0.12% 0.13% 1817 0 0.0% Q4 2025 Feb 12, 2026
OneAscent Wealth Management LLC History New 2,174 217 0.07% 1818 +2,174 New Q4 2025 Feb 11, 2026
AllGen Financial Advisors, Inc. History New 2,168 216 0.05% 1820 +2,168 New Q4 2025 Jan 22, 2026
QP WEALTH MANAGEMENT, LLC History New 2,165 216 0.19% 1819 +2,165 New Q4 2025 Jan 07, 2026
Argyle Capital Partners, LLC History New 2,159 215 0.16% 1821 +2,159 New Q4 2025 Feb 17, 2026
ASL Financial, LLC History New 2,149 214 0.17% 1824 +2,149 New Q4 2025 Jan 20, 2026
Icon Wealth Advisors, LLC History Reduced 2,148 214 0.01% 0.02% 1823 -1,007 -31.92% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Added to 2,144 214 0.01% 0.01% 1822 +231 12.08% Q4 2025 Jan 16, 2026
Golden Reserve Retirement LLC History New 2,133 212 0.04% 1825 +2,133 New Q4 2025 Jan 29, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 2,119 211 0.08% 1833 +2,119 New Q4 2025 Jan 21, 2026
Aspen Wealth Management LLC History New 2,117 211 0.04% 1830 +2,117 New Q4 2025 Jan 05, 2026
New Capital Management LP History Reduced 2,117 211 0.05% 0.11% 1829 -1,885 -47.1% Q4 2025 Jan 20, 2026
Operose Advisors LLC History Added to 2,120 211 0.05% 0.04% 1831 +472 28.64% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Reduced 2,118 211 0.0% 0.0% 1826 -424 -16.68% Q4 2025 Jan 29, 2026
Convergence Financial, LLC History Added to 2,120 211 0.03% 0.03% 1832 +77 3.77% Q4 2025 Feb 11, 2026
Essex Financial Services, Inc. History Added to 2,118 211 0.01% 0.01% 1827 +19 0.91% Q4 2025 Feb 10, 2026
Penobscot Investment Management Company, Inc. History No change 2,115 211 0.02% 0.02% 1828 0 0.0% Q4 2025 Jan 27, 2026
Cambridge Financial Group, LLC History No change 2,110 211 0.07% 0.07% 1834 0 0.0% Q4 2025 Jan 09, 2026
SEEDS INVESTOR LLC History New 2,109 210 0.04% 1836 +2,109 New Q4 2025 Jan 27, 2026
Trueblood Wealth Management, LLC History Added to 2,109 210 0.08% 0.08% 1835 +87 4.3% Q4 2025 Jan 21, 2026
Kathmere Capital Management, LLC History New 2,097 209 0.01% 1839 +2,097 New Q4 2025 Jan 13, 2026
WEALTHGARDEN F.S. LLC History Reduced 2,089 209 0.14% 0.17% 1842 -269 -11.41% Q4 2025 Feb 11, 2026
Essex LLC History Added to 2,098 209 0.04% 0.04% 1841 +1 0.05% Q4 2025 Jan 20, 2026
Capital Investment Counsel, Inc History No change 2,100 209 0.02% 0.03% 1837 0 0.0% Q4 2025 Jan 23, 2026
Boltwood Capital Management History No change 2,100 209 0.05% 0.06% 1838 0 0.0% Q4 2025 Jan 02, 2026
WFA of San Diego, LLC History No change 2,100 209 0.15% 0.14% 1840 0 0.0% Q4 2025 Feb 17, 2026
MERIDIAN MANAGEMENT CO History New 2,092 208 0.05% 1843 +2,092 New Q4 2025 Feb 10, 2026
Crescent Grove Advisors, LLC History Reduced 2,076 207 0.02% 0.05% 1846 -3,348 -61.73% Q4 2025 Feb 11, 2026
DIVERSIFIED MANAGEMENT INC History New 2,080 207 0.05% 1844 +2,080 New Q4 2025 Jan 26, 2026
Keener Financial Planning LLC History New 2,077 207 0.09% 1849 +2,077 New Q4 2025 Jan 23, 2026
Allegheny Financial Group History New 2,072 207 0.03% 1848 +2,072 New Q4 2025 Feb 02, 2026
Cornerstone Advisory, LLC History Reduced 2,081 207 0.02% 0.02% 1845 -92 -4.23% Q4 2025 Jan 28, 2026
Falcon Wealth Planning History Reduced 2,081 207 0.02% 0.02% 1847 -23 -1.09% Q4 2025 Feb 03, 2026
Harbour Capital Advisors, LLC History New 2,064 206 0.04% 1850 +2,064 New Q4 2025 Jan 07, 2026
Ring Mountain Capital, LLC History New 2,062 206 0.11% 1856 +2,062 New Q4 2025 Jan 27, 2026
RHS Financial, LLC History Reduced 2,066 206 0.1% 0.2% 1851 -1,697 -45.1% Q4 2025 Jan 16, 2026
Owen LaRue, LLC History Reduced 2,067 206 0.08% 0.1% 1854 -515 -19.95% Q4 2025 Feb 05, 2026
Pine Haven Investment Counsel, Inc History No change 2,065 206 0.15% 0.15% 1852 0 0.0% Q4 2025 Jan 08, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 2,070 206 0.12% 0.13% 1853 0 0.0% Q4 2025 Feb 03, 2026
Towneley Capital Management, Inc / DE History No change 2,066 206 0.04% 0.04% 1855 0 0.0% Q4 2025 Jan 30, 2026
Wick Capital Partners, LLC History New 2,055 205 0.04% 1859 +2,055 New Q4 2025 Mar 02, 2026
Affinity Capital Advisors, LLC History Reduced 2,056 205 0.03% 0.04% 1858 -760 -26.99% Q4 2025 Jan 09, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Added to 2,061 205 0.21% 0.2% 1860 +3 0.15% Q4 2025 Jan 20, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,061 205 0.03% 0.03% 1857 0 0.0% Q4 2025 Feb 12, 2026
Northwest Wealth Advisors, LLC History New 2,048 204 0.16% 1862 +2,048 New Q4 2025 Feb 06, 2026
LaSalle St. Investment Advisors, LLC History Reduced 2,049 204 0.03% 0.04% 1861 -335 -14.05% Q4 2025 Feb 17, 2026
Rossmore Private Capital History Added to 2,032 202 0.02% 0.02% 1865 +522 34.57% Q4 2025 Feb 05, 2026
New Insight Wealth Advisors History Reduced 2,023 202 0.07% 0.08% 1867 -217 -9.69% Q4 2025 Feb 17, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 2,026 202 0.02% 0.02% 1863 -50 -2.41% Q4 2025 Jan 20, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 2,026 202 0.01% 0.01% 1864 0 0.0% Q4 2025 Jan 21, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,028 202 0.05% 0.04% 1866 0 0.0% Q4 2025 Jan 29, 2026
Apex Wealth Management, LLC History New 2,013 201 0.2% 1870 +2,013 New Q4 2025 Jan 26, 2026
Midwest Capital Advisors, LLC History Added to 2,015 201 0.1% 0.1% 1869 +20 1.0% Q4 2025 Jan 29, 2026
SkyView Investment Advisors, LLC History No change 2,012 201 0.03% 0.03% 1868 0 0.0% Q4 2025 Feb 18, 2026
Glass Jacobson Investment Advisors llc History Reduced 2,008 200 0.07% 0.07% 1871 -12 -0.59% Q4 2025 Jan 22, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 2,000 199 0.02% 0.02% 1872 -25 -1.23% Q4 2025 Feb 09, 2026
PRUDENTIAL PLC History No change 2,000 199 0.0% 0.0% 1873 0 0.0% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History No change 1,911 191 0.02% 0.02% 1874 0 0.0% Q4 2025 Jan 28, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,842 183 0.07% 0.08% 1875 0 0.0% Q4 2025 Jan 27, 2026
Rice Partnership, LLC History No change 1,769 176 0.02% 0.03% 1876 0 0.0% Q4 2025 Feb 10, 2026
ENTRUST FINANCIAL LLC History New 1,739 173 0.13% 1877 +1,739 New Q4 2025 Feb 06, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,723 172 0.09% 0.09% 1878 0 0.0% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 1,712 171 0.01% 0.04% 1879 -13,525 -88.76% Q4 2025 Feb 11, 2026
RMG Wealth Management LLC History New 2,834 168 0.02% 1880 +2,834 New Q4 2025 Jan 29, 2026
CARDIFF PARK ADVISORS, LLC History Added to 1,688 168 0.01% 0.01% 1881 +18 1.08% Q4 2025 Feb 17, 2026
Richardson Capital Management LLC History Reduced 1,681 167 0.08% 0.14% 1882 -1,182 -41.29% Q4 2025 Jan 30, 2026
Bank of New Hampshire History New 1,655 165 0.04% 1883 +1,655 New Q4 2025 Mar 16, 2026
CNB Bank History Reduced 1,647 164 0.07% 0.07% 1884 -150 -8.35% Q4 2025 Feb 11, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 1,634 163 0.09% 0.09% 1885 -6 -0.37% Q4 2025 Feb 18, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,626 162 0.03% 0.03% 1886 +1 0.06% Q4 2025 Feb 09, 2026
Oakworth Capital, Inc. History Added to 1,619 161 0.01% 0.01% 1887 +400 32.81% Q4 2025 Jan 30, 2026
Beaird Harris Wealth Management, LLC History Reduced 1,594 159 0.01% 0.01% 1888 -30 -1.85% Q4 2025 Feb 23, 2026
ST GERMAIN D J CO INC History No change 1,573 157 0.01% 0.01% 1889 0 0.0% Q4 2025 Jan 29, 2026
Networth Advisors, LLC History New 1,557 155 0.11% 1890 +1,557 New Q4 2025 Jan 22, 2026
HHM Wealth Advisors, LLC History No change 1,550 154 0.02% 0.02% 1891 0 0.0% Q4 2025 Jan 22, 2026
Centerpoint Advisors, LLC History No change 1,535 153 0.05% 0.05% 1892 0 0.0% Q4 2025 Feb 13, 2026
Friedenthal Financial History Reduced 1,529 152 0.08% 0.09% 1893 -122 -7.39% Q4 2025 Jan 27, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 1,495 149 0.04% 0.04% 1894 0 0.0% Q4 2025 Feb 02, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,496 149 0.04% 0.05% 1895 0 0.0% Q4 2025 Feb 11, 2026
CITY HOLDING CO History Added to 1,472 147 0.02% 0.0% 1896 +1,135 336.8% Q4 2025 Jan 22, 2026
Crews Bank & Trust History No change 1,463 146 0.02% 0.02% 1897 0 0.0% Q4 2025 Jan 21, 2026
AMERIFLEX GROUP, INC. History Reduced 1,459 145 0.08% 0.13% 1898 -2,023 -58.1% Q4 2025 Feb 18, 2026
FIDUCIARY ADVISORS, INC. History New 1,434 143 0.11% 1900 +1,434 New Q4 2025 Jan 27, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,436 143 0.05% 0.06% 1899 0 0.0% Q4 2025 Jan 13, 2026
BAYBAN History New 1,426 142 0.13% 1902 +1,426 New Q4 2025 Mar 05, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,429 142 0.06% 0.06% 1901 0 0.0% Q4 2025 Jan 30, 2026
Wells Financial Advisors INC History Reduced 1,397 139 0.26% 0.59% 1903 -3,021 -68.38% Q4 2025 Feb 02, 2026
IFC & Insurance Marketing, Inc. History New 1,305 130 0.13% 1905 +1,305 New Q4 2025 Feb 12, 2026
Pacifica Partners Inc. History Added to 1,311 130 0.06% 0.01% 1904 +900 218.98% Q4 2025 Jan 09, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 1,290 128 0.03% 1906 +1,290 New Q4 2025 Jan 12, 2026
Stephens Consulting, LLC History Added to 1,288 128 0.04% 0.04% 1908 +111 9.43% Q4 2025 Jan 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,290 128 0.02% 0.02% 1907 0 0.0% Q4 2025 Feb 10, 2026
Integrity Financial Corp /WA History New 1,267 126 0.06% 1909 +1,267 New Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History Reduced 1,259 125 0.04% 0.04% 1910 -113 -8.24% Q4 2025 Jan 21, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 1,198 119 0.01% 0.01% 1911 -77 -6.04% Q4 2025 Feb 04, 2026
N.E.W. Advisory Services LLC History Added to 1,184 118 0.01% 0.01% 1912 +4 0.34% Q4 2025 Jan 28, 2026
Comprehensive Financial Planning, Inc./PA History Added to 1,150 114 0.08% 0.05% 1913 +431 59.94% Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History New 1,110 110 0.06% 1915 +1,110 New Q4 2025 Feb 11, 2026
Joseph Group Capital Management History Reduced 1,103 110 0.03% 0.04% 1916 -416 -27.39% Q4 2025 Jan 30, 2026
Banque Cantonale Vaudoise History No change 1,100 110 0.0% 0.0% 1914 0 0.0% Q4 2025 Feb 06, 2026
Commonwealth Retirement Investments LLC History New 1,078 107 0.03% 1917 +1,078 New Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History Added to 1,064 106 0.02% 0.02% 1918 +28 2.7% Q4 2025 Jan 28, 2026
Darwin Wealth Management, LLC History Reduced 1,055 105 0.03% 0.04% 1919 -253 -19.34% Q4 2025 Jan 22, 2026
Nemes Rush Group LLC History New 1,044 104 0.01% 1920 +1,044 New Q4 2025 Feb 11, 2026
Smallwood Wealth Investment Management, LLC History No change 1,039 103 0.05% 0.05% 1921 0 0.0% Q4 2025 Jan 23, 2026
Breakwater Investment Management History No change 1,033 103 0.04% 0.04% 1922 0 0.0% Q4 2025 Feb 02, 2026
Biltmore Family Office, LLC History No change 1,023 102 0.01% 0.01% 1923 0 0.0% Q4 2025 Feb 04, 2026
Pflug Koory, LLC History Added to 1,012 101 0.05% 0.05% 1924 +31 3.16% Q4 2025 Jan 20, 2026
Mechanics Financial Corp History No change 1,000 99 0.04% 0.04% 1925 0 0.0% Q4 2025 Jan 22, 2026
Bangor Savings Bank History Reduced 960 95 0.01% 0.01% 1926 -533 -35.7% Q4 2025 Jan 16, 2026
Security National Bank History New 924 92 0.01% 1927 +924 New Q4 2025 Feb 05, 2026
Compass Financial Services Inc History Added to 929 92 0.04% 0.04% 1928 +9 0.98% Q4 2025 Feb 27, 2026
Granite FO LLC History No change 903 90 0.05% 0.05% 1929 0 0.0% Q4 2025 Feb 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 897 89 0.03% 0.02% 1930 0 0.0% Q4 2025 Jan 15, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 890 88 0.03% 0.04% 1931 -378 -29.81% Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 880 87 0.03% 0.04% 1932 -147 -14.31% Q4 2025 Feb 10, 2026
Winch Advisory Services, LLC History No change 864 86 0.02% 0.02% 1933 0 0.0% Q4 2025 Feb 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 858 85 0.07% 0.04% 1935 +457 113.97% Q4 2025 Feb 10, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 857 85 0.01% 0.01% 1934 -30 -3.38% Q4 2025 Jan 20, 2026
Ares Financial Consulting, LLC History New 845 84 0.08% 1936 +845 New Q4 2025 Jan 30, 2026
Archer Investment Corp History No change 840 83 0.02% 0.02% 1937 0 0.0% Q4 2025 Jan 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 820 81 0.02% 0.02% 1938 0 0.0% Q4 2025 Jan 27, 2026
American Capital Advisory, LLC History No change 811 81 0.04% 0.04% 1939 0 0.0% Q4 2025 Jan 30, 2026
Orion Capital Management LLC History Reduced 807 80 0.03% 0.04% 1941 -226 -21.88% Q4 2025 Feb 03, 2026
Tradewinds Capital Management, LLC History No change 805 80 0.02% 0.02% 1940 0 0.0% Q4 2025 Jan 14, 2026
Founders Financial Alliance, LLC History Reduced 790 78 0.01% 0.04% 1943 -1,472 -65.08% Q4 2025 Feb 12, 2026
Kozak & Associates, Inc. History Reduced 788 78 0.02% 0.02% 1942 -463 -37.01% Q4 2025 Jan 12, 2026
Knuff & Co LLC History Reduced 760 75 0.02% 0.11% 1944 -3,045 -80.03% Q4 2025 Feb 04, 2026
Dorato Capital Management History New 748 75 0.06% 1945 +748 New Q4 2025 Jan 16, 2026
Your Advocates Ltd., LLP History Added to 750 74 0.02% 0.0% 1946 +618 468.18% Q4 2025 Feb 02, 2026
American Wealth Advisors, LLC History Added to 737 73 0.07% 0.07% 1947 +10 1.38% Q4 2025 Jan 26, 2026
Strategic Wealth Advisors LLC History New 710 70 0.06% 1948 +710 New Q4 2025 Feb 03, 2026
JNBA Financial Advisors History No change 666 66 0.01% 0.01% 1949 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History No change 655 65 0.0% 0.01% 1950 0 0.0% Q4 2025 Feb 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 650 64 0.02% 0.02% 1951 0 0.0% Q4 2025 Jan 23, 2026
Activest Wealth Management History Added to 626 62 0.01% 0.01% 1952 +5 0.81% Q4 2025 Jan 30, 2026
Basepoint Wealth LLC History Reduced 609 60 0.04% 0.22% 1956 -2,511 -80.48% Q4 2025 Feb 10, 2026
True Wealth Design, LLC History New 610 60 0.02% 1955 +610 New Q4 2025 Jan 08, 2026
HORIZON BANCORP INC /IN/ History New 601 60 0.03% 1953 +601 New Q4 2025 Feb 11, 2026
IMA Advisory Services, Inc. History No change 604 60 0.01% 0.01% 1954 0 0.0% Q4 2025 Feb 11, 2026
Navigoe, LLC History No change 542 54 0.03% 0.03% 1957 0 0.0% Q4 2025 Feb 03, 2026
Caitlin John, LLC History Reduced 532 53 0.03% 0.04% 1958 -8 -1.48% Q4 2025 Feb 18, 2026
STEPH & CO History No change 516 51 0.01% 0.02% 1959 0 0.0% Q4 2025 Jan 23, 2026
GODSEY & GIBB, INC History New 483 48 0.0% 1960 +483 New Q4 2025 Jan 27, 2026
ESL Trust Services, LLC History Reduced 440 43 0.01% 0.01% 1961 -280 -38.89% Q4 2025 Feb 10, 2026
Glassman Wealth Services History Added to 421 42 0.01% 0.0% 1962 +398 1730.43% Q4 2025 Jan 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 404 40 0.03% 0.03% 1963 +70 20.96% Q4 2025 Jan 08, 2026
Covestor Ltd History Added to 397 40 0.02% 0.02% 1964 +31 8.47% Q4 2025 Feb 06, 2026
one8zero8, LLC History No change 410 40 0.01% 0.01% 1965 0 0.0% Q4 2025 Feb 17, 2026
Fortitude Family Office, LLC History New 389 38 0.01% 1967 +389 New Q4 2025 Jan 15, 2026
Collier Financial History Added to 381 38 0.03% 0.02% 1966 +68 21.73% Q4 2025 Feb 12, 2026
Garner Asset Management Corp History New 380 37 0.01% 1969 +380 New Q4 2025 Feb 03, 2026
FIRST COMMUNITY TRUST NA History Added to 376 37 0.03% 0.0% 1968 +311 478.46% Q4 2025 Jan 16, 2026
GAMMA Investing LLC History Reduced 362 36 0.0% 0.0% 1972 -162 -30.92% Q4 2025 Jan 05, 2026
North Ridge Wealth Advisors, Inc. History Added to 363 36 0.02% 0.02% 1971 +49 15.61% Q4 2025 Feb 13, 2026
Concord Wealth Partners History Reduced 367 36 0.0% 0.01% 1970 -7 -1.87% Q4 2025 Jan 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 332 33 0.01% 1975 +332 New Q4 2025 Jan 22, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 331 33 0.0% 0.0% 1974 +145 77.96% Q4 2025 Jan 14, 2026
Roble, Belko & Company, Inc History No change 334 33 0.0% 0.0% 1973 0 0.0% Q4 2025 Jan 12, 2026
Copia Wealth Management History No change 331 33 0.02% 0.02% 1976 0 0.0% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Reduced 325 32 0.01% 0.01% 1977 -90 -21.69% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 312 31 0.0% 0.01% 1978 -446 -58.84% Q4 2025 Jan 07, 2026
Bear Mountain Capital, Inc. History Added to 311 31 0.01% 0.01% 1981 +2 0.65% Q4 2025 Jan 22, 2026
JCIC Asset Management Inc. History No change 315 31 0.01% 0.01% 1979 0 0.0% Q4 2025 Jan 22, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 317 31 0.09% 0.09% 1980 0 0.0% Q4 2025 Feb 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 311 31 0.02% 0.02% 1982 0 0.0% Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History New 310 30 0.0% 1983 +310 New Q4 2025 Feb 11, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 302 30 0.02% 0.01% 1984 +48 18.9% Q4 2025 Feb 11, 2026
Safe Harbor Fiduciary, LLC History New 291 29 0.03% 1987 +291 New Q4 2025 Feb 17, 2026
Wiser Advisor Group LLC History Added to 291 29 0.03% 0.03% 1986 +4 1.39% Q4 2025 Feb 09, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 300 29 0.0% 0.0% 1985 0 0.0% Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History Reduced 272 27 0.01% 0.07% 1991 -1,340 -83.13% Q4 2025 Jan 20, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 272 27 0.0% 1988 +272 New Q4 2025 Jan 28, 2026
First Command Advisory Services, Inc. History Added to 278 27 0.0% 0.0% 1990 +212 321.21% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Added to 271 27 0.0% 0.0% 1989 +17 6.69% Q4 2025 Jan 26, 2026
Meramec Financial Planners, LLC History New 266 26 0.01% 1992 +266 New Q4 2025 Feb 10, 2026
Cresta Advisors, Ltd. History New 255 25 0.01% 1994 +255 New Q4 2025 Feb 03, 2026
BLUELINE ADVISORS LLC History New 251 25 0.02% 1995 +251 New Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History Added to 259 25 0.0% 0.0% 1993 +200 338.98% Q4 2025 Jan 23, 2026
Palouse Capital Management, Inc. History New 243 24 0.02% 1996 +243 New Q4 2025 Jan 23, 2026
SRH ADVISORS, LLC History No change 250 24 0.01% 0.01% 1997 0 0.0% Q4 2025 Jan 21, 2026
HFM Investment Advisors, LLC History Added to 238 23 0.01% 0.01% 1999 +41 20.81% Q4 2025 Feb 05, 2026
Vermillion Wealth Management, Inc. History Added to 238 23 0.01% 0.01% 1998 +3 1.28% Q4 2025 Feb 11, 2026
Key Capital Management, INC History New 223 22 0.02% 2002 +223 New Q4 2025 Jan 26, 2026