AMERICAN CENTURY ETF TRUST - AVEM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Showing first 800 of 818 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Align Financial, LLC History New 6,858,314 6,858,314 3.98% — 1 +6,858,314 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 19,768,388 1,522,561 0.11% 0.09% 2 +1,356,020 7.36% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 18,444,319 1,420,581 8.08% 8.38% 3 +61,603 0.34% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 15,611,896 1,202,428 0.36% 0.23% 4 +5,158,385 49.35% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,627,411 741,503 1.13% 1.15% 5 +418,018 4.54% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 5,675,729 437,144 0.08% 0.07% 6 +837,069 17.3% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 5,659,671 435,907 0.03% 0.02% 7 +631,367 12.56% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 3,740,586 288,099 0.08% 0.06% 8 +1,061,034 39.6% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,628,408 279,460 0.18% 0.14% 9 +827,325 29.54% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,046,853 234,668 0.14% 0.1% 10 +1,046,661 52.33% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 2,886,258 223,341 0.33% 0.33% 11 +199,045 7.41% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 2,872,037 220,980 0.05% 0.04% 12 +608,903 26.91% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,641,484 203,447 0.1% 0.09% 13 +369,479 16.26% Q4 2025 Feb 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 2,345,197 180,627 1.45% 1.39% 14 +78,326 3.46% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Reduced 2,247,030 173,066 0.19% 0.19% 15 -16,551 -0.73% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Added to 2,245,195 172,924 1.69% 0.21% 16 +1,975,286 731.83% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,198,370 169,318 0.09% 0.09% 17 +207,339 10.41% Q4 2025 Feb 06, 2026
Annex Advisory Services, LLC History Reduced 2,106,433 162,237 3.1% 3.5% 18 -80,170 -3.67% Q4 2025 Jan 26, 2026
Haverford Trust Co History Reduced 2,076,091 159,900 1.43% 1.41% 19 -4,674 -0.22% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 1,972,171 151,896 0.37% 0.36% 20 +171,532 9.53% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,765,839 136,007 0.2% 0.18% 21 +77,996 4.62% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 1,738,339 133,886 0.15% 0.21% 22 -1,664 -0.1% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 1,648,590 126,974 0.14% 0.09% 23 +576,015 53.7% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 1,601,784 123,369 0.04% 0.05% 24 +34,391 2.19% Q4 2025 Feb 12, 2026
Kestra Investment Management, LLC History Added to 1,475,543 113,646 2.78% 0.08% 25 +1,435,866 3618.89% Q4 2025 Feb 09, 2026
BOKF, NA History Added to 1,446,151 111,382 1.7% 0.97% 26 +584,898 67.91% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Reduced 1,307,298 100,688 0.01% 0.01% 27 -97,006 -6.91% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,277,846 98,419 0.03% 0.02% 28 +471,445 58.46% Q4 2025 Feb 18, 2026
Neuberger Berman Group LLC History Added to 1,272,928 98,040 0.07% 0.06% 29 +176,009 16.05% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Added to 1,108,899 85,407 2.39% 2.26% 30 +58,273 5.55% Q4 2025 Feb 05, 2026
Gradient Investments LLC History Added to 1,105,369 85,135 1.35% 1.34% 31 +34,706 3.24% Q4 2025 Jan 08, 2026
Oak Root LLC History Reduced 1,075,466 82,832 10.01% 10.15% 32 -91,749 -7.86% Q4 2025 Jan 16, 2026
HB Wealth Management, LLC History Added to 1,042,342 80,281 0.52% 0.53% 33 +6,603 0.64% Q4 2025 Jan 28, 2026
UBS Group AG History Added to 1,017,791 78,390 0.01% 0.01% 34 +66,385 6.98% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 1,001,434 77,130 0.1% 0.09% 35 +244,205 32.25% Q4 2025 Mar 09, 2026
Creative Planning History Reduced 974,297 75,040 0.05% 0.06% 36 -29,553 -2.94% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 955,260 73,574 0.1% 0.08% 37 +128,479 15.54% Q4 2025 Feb 12, 2026
Modern Wealth Management, LLC History Added to 883,392 68,038 1.24% 1.02% 38 +195,123 28.35% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 876,285 67,491 0.28% 0.28% 39 +27,999 3.3% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 865,913 66,692 1.28% 1.22% 40 +56,082 6.93% Q4 2025 Feb 12, 2026
Summit Financial Strategies, Inc. History Reduced 856,409 65,960 5.42% 5.54% 41 -3,575 -0.42% Q4 2025 Jan 27, 2026
Apella Capital, LLC History Added to 854,577 65,819 1.3% 1.31% 42 +83,425 10.82% Q4 2025 Jan 21, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 754,863 61,136 4.12% 2.88% 43 +266,256 54.49% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 773,518 59,576 1.21% 1.04% 44 +162,493 26.59% Q4 2025 Feb 09, 2026
Midwest Trust Co History Added to 773,460 59,571 0.74% 0.73% 45 +24,007 3.2% Q4 2025 Feb 04, 2026
JANE STREET GROUP, LLC History Added to 700,000 53,914 0.01% 0.0% 46 +547,721 359.68% Q4 2025 Feb 12, 2026
ATWOOD & PALMER INC History Added to 664,423 51,173 2.91% 2.87% 47 +14,936 2.3% Q4 2025 Jan 28, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 641,539 49,411 7.14% 6.9% 48 +43,462 7.27% Q4 2025 Jan 23, 2026
FMR LLC History Added to 638,924 49,248 0.0% 0.0% 49 +438,990 219.57% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 635,746 48,965 0.16% 0.13% 50 +106,443 20.11% Q4 2025 Feb 02, 2026
Fragasso Financial Advisors Inc History Added to 635,341 48,933 2.96% 2.96% 51 +11,966 1.92% Q4 2025 Jan 07, 2026
CreativeOne Wealth, LLC History Added to 614,517 47,330 1.15% 0.85% 52 +150,160 32.34% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 601,178 46,303 0.13% 0.12% 53 +57,673 10.61% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 595,948 45,899 0.49% 0.52% 54 +137,519 30.0% Q4 2025 Jan 23, 2026
Beaird Harris Wealth Management, LLC History Reduced 582,617 44,873 3.09% 3.14% 55 -6,224 -1.06% Q4 2025 Feb 23, 2026
PARK AVENUE SECURITIES LLC History Added to 572,169 44,068 0.37% 0.3% 56 +54,879 10.61% Q4 2025 Jan 05, 2026
WADDELL & ASSOCIATES, LLC History Added to 554,945 42,741 2.88% 3.54% 57 +984 0.18% Q4 2025 Feb 11, 2026
Diversified Portfolios, Inc. History Added to 549,538 42,325 3.52% 3.33% 58 +46,703 9.29% Q4 2025 Feb 09, 2026
FOSTER & MOTLEY INC History Reduced 533,244 41,070 2.19% 2.18% 59 -5,218 -0.97% Q4 2025 Jan 15, 2026
Rockwood Wealth Management, LLC History Added to 530,658 40,871 3.05% 3.18% 60 +311 0.06% Q4 2025 Jan 29, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 529,756 40,801 0.81% 0.8% 61 -9,964 -1.85% Q4 2025 Feb 05, 2026
Tarbox Family Office, Inc. History Added to 523,415 40,313 6.49% 5.73% 62 +3,369 0.65% Q4 2025 Jan 21, 2026
Orion Porfolio Solutions, LLC History Added to 508,408 39,157 0.29% 0.28% 63 +23,145 4.77% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 497,469 38,315 0.66% 0.67% 64 -1,630 -0.33% Q4 2025 Jan 22, 2026
Private Advisor Group, LLC History Added to 493,261 37,990 0.18% 0.15% 65 +78,712 18.99% Q4 2025 Feb 17, 2026
McLean Asset Management Corp History Added to 465,220 37,706 6.75% 5.47% 66 +118,083 34.02% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 483,815 37,263 0.91% 0.73% 67 +98,973 25.72% Q4 2025 Feb 17, 2026
Financial Plan, Inc. History New 473,111 36,438 4.18% — 68 +473,111 New Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Added to 464,397 35,767 0.25% 0.28% 69 +29,056 6.67% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 461,897 35,576 0.01% — 70 +461,897 New Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 460,255 35,448 0.43% 0.22% 71 +198,647 75.93% Q4 2025 Feb 11, 2026
Truepoint, Inc. History Reduced 458,041 35,278 0.79% 0.82% 72 -10,496 -2.24% Q4 2025 Feb 11, 2026
Morton Brown Family Wealth, LLC History Reduced 454,605 35,013 9.53% 9.91% 73 -5,087 -1.11% Q4 2025 Jan 28, 2026
Arlington Financial Advisors, LLC History Reduced 435,321 33,528 4.8% 4.83% 74 -2,108 -0.48% Q4 2025 Jan 12, 2026
Bogart Wealth, LLC History New 433,802 33,411 1.34% — 75 +433,802 New Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Added to 426,874 32,877 0.04% 0.03% 76 +152,511 55.59% Q4 2025 Feb 02, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 408,482 31,461 5.28% 5.55% 77 -11,129 -2.65% Q4 2025 Feb 10, 2026
Amplius Wealth Advisors, LLC History Added to 407,425 31,379 2.63% 2.61% 78 +6,015 1.5% Q4 2025 Jan 12, 2026
WEST PACES ADVISORS INC. History Added to 405,298 31,216 6.04% 6.02% 79 +2,461 0.61% Q4 2025 Jan 21, 2026
Versant Capital Management, Inc History Reduced 390,320 30,062 3.77% 4.0% 80 -1,134 -0.29% Q4 2025 Jan 08, 2026
Compound Planning, Inc. History Added to 369,300 28,443 0.83% 0.62% 81 +113,121 44.16% Q4 2025 Feb 19, 2026
Quantum Financial Advisors, LLC History Added to 359,031 27,652 3.11% 3.1% 82 +20,029 5.91% Q4 2025 Jan 12, 2026
Cannon Financial Strategists, Inc. History Reduced 344,629 26,543 3.69% 3.76% 83 -5,257 -1.5% Q4 2025 Feb 04, 2026
SC&H Financial Advisors, Inc. History Added to 317,635 24,464 3.78% 3.85% 84 +3,200 1.02% Q4 2025 Jan 21, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Added to 316,759 24,396 4.57% 3.6% 86 +25,545 8.77% Q4 2025 Feb 12, 2026
JRM Investment Counsel, LLC History Added to 316,761 24,396 7.06% 7.01% 85 +4,925 1.58% Q4 2025 Feb 12, 2026
Pasadena Private Wealth, LLC History Added to 315,161 24,273 3.3% 3.38% 87 +2,380 0.76% Q4 2025 Feb 10, 2026
ACT Advisors, LLC. History Added to 307,508 23,684 9.34% 9.01% 88 +10,245 3.45% Q4 2025 Jan 14, 2026
Austin Private Wealth, LLC History Added to 300,787 23,166 1.72% 0.87% 89 +148,911 98.05% Q4 2025 Jan 20, 2026
High Probability Advisors, LLC History Reduced 291,839 22,477 3.0% 3.02% 90 -1,137 -0.39% Q4 2025 Jan 29, 2026
CITADEL ADVISORS LLC History Added to 282,322 21,744 0.0% 0.0% 91 +251,998 831.02% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 269,271 21,587 0.03% 0.03% 92 -16,213 -5.68% Q4 2025 Jan 08, 2026
Mariner, LLC History Added to 279,273 21,509 0.03% 0.03% 93 +433 0.16% Q4 2025 Feb 13, 2026
VeraBank, N.A. History Added to 269,353 20,745 3.77% 3.64% 94 +10,263 3.96% Q4 2025 Feb 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 257,557 20,648 3.05% 3.06% 95 +128,643 99.79% Q4 2025 Jan 07, 2026
CGN Advisors LLC History Added to 261,668 20,153 1.6% 1.58% 96 +5,378 2.1% Q4 2025 Jan 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 258,307 19,894 0.51% 0.5% 97 -2,958 -1.13% Q4 2025 Jan 07, 2026
Rockefeller Capital Management L.P. History Added to 254,911 19,633 0.04% 0.02% 98 +138,694 119.34% Q4 2025 Mar 16, 2026
Kestra Advisory Services, LLC History Added to 254,261 19,583 0.08% 0.04% 99 +140,126 122.77% Q4 2025 Feb 13, 2026
WJ Interests, LLC History Reduced 250,803 19,316 8.31% 8.21% 100 -19,912 -7.36% Q4 2025 Jan 26, 2026
WCG Wealth Advisors LLC History Added to 250,258 19,274 0.54% 0.55% 101 +134,401 116.01% Q4 2025 Feb 10, 2026
Simplicity Wealth,LLC History Added to 248,675 19,152 1.14% 0.96% 102 +28,401 12.89% Q4 2025 Jan 30, 2026
Marietta Wealth Management, LLC History New 244,424 18,825 2.18% — 103 +244,424 New Q4 2025 Jan 28, 2026
TCI Wealth Advisors, Inc. History Reduced 243,128 18,725 1.03% 1.12% 104 -7,661 -3.05% Q4 2025 Feb 02, 2026
Concord Wealth Partners History Added to 242,611 18,685 2.43% 2.37% 105 +13,871 6.06% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History New 241,766 18,620 0.48% — 106 +241,766 New Q4 2025 Feb 17, 2026
Alpha Financial Advisors, LLC History New 237,635 18,302 5.6% — 107 +237,635 New Q4 2025 Jan 20, 2026
Arax Advisory Partners History New 234,975 18,097 0.53% — 108 +234,975 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History New 234,831 18,086 0.47% — 109 +234,831 New Q4 2025 Feb 02, 2026
Armstrong, Fleming & Moore, Inc History Added to 233,841 18,010 8.32% 7.23% 110 +32,228 15.99% Q4 2025 Jan 16, 2026
NICOLET BANKSHARES INC History Added to 230,389 17,744 2.84% 2.44% 111 +28,573 14.16% Q4 2025 Feb 09, 2026
WealthPlan Investment Management, LLC History Added to 229,978 17,712 1.13% 1.11% 112 +6,450 2.89% Q4 2025 Feb 05, 2026
Concord Asset Management, LLC/VA History Added to 228,930 17,632 3.05% 2.98% 113 +10,525 4.82% Q4 2025 Jan 29, 2026
Fonville Wealth Management LLC History Added to 226,385 17,436 3.56% 3.48% 114 +20,595 10.01% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 225,066 17,358 0.03% 0.02% 115 +114,972 104.43% Q4 2025 Feb 05, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 222,649 17,148 1.85% 1.78% 116 +9,476 4.45% Q4 2025 Jan 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 218,004 16,790 0.22% 0.24% 117 -2,435 -1.1% Q4 2025 Feb 10, 2026
GW HENSSLER & ASSOCIATES LTD History New 215,351 16,586 0.8% — 118 +215,351 New Q4 2025 Feb 10, 2026
Allen Capital Group, LLC History Added to 212,558 16,371 1.5% 1.45% 119 +7,683 3.75% Q4 2025 Feb 09, 2026
REAP Financial Group, LLC History Added to 210,538 16,215 3.29% 3.25% 120 +11,310 5.68% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 210,389 16,204 0.0% 0.0% 121 +34,139 19.37% Q4 2025 Feb 10, 2026
BSW Wealth Partners History Reduced 208,668 16,071 1.93% 2.04% 122 -8,881 -4.08% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 204,723 15,767 0.06% 0.07% 123 +12,828 6.68% Q4 2025 Feb 18, 2026
Larson Financial Group LLC History Reduced 204,163 15,724 0.52% 0.61% 124 -27,205 -11.76% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Added to 202,772 15,617 0.9% 0.9% 125 +1,853 0.92% Q4 2025 Jan 27, 2026
Walkner Condon Financial Advisors LLC History Added to 198,732 15,306 2.13% 1.76% 126 +50,702 34.25% Q4 2025 Jan 21, 2026
Plancorp, LLC History Reduced 198,718 15,305 0.46% 0.47% 127 -270 -0.14% Q4 2025 Feb 05, 2026
Destiny Wealth Partners, LLC History Reduced 183,631 15,259 1.75% 1.69% 128 -461 -0.25% Q4 2025 Feb 03, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 197,950 15,246 4.43% 4.57% 129 -5,004 -2.47% Q4 2025 Jan 08, 2026
Venturi Wealth Management, LLC History Reduced 195,917 15,089 0.67% 1.0% 130 -89,528 -31.36% Q4 2025 Jan 22, 2026
MFA WEALTH ADVISORS, LLC History Added to 192,951 14,861 3.14% 3.05% 131 +7,193 3.87% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Added to 192,458 14,823 0.22% 0.2% 132 +13,944 7.81% Q4 2025 Feb 13, 2026
Opus Capital Group, LLC History Added to 191,940 14,783 1.6% 1.6% 133 +2,281 1.2% Q4 2025 Jan 30, 2026
Burton Enright Welch History Reduced 191,892 14,779 2.08% 2.23% 134 -5,089 -2.58% Q4 2025 Feb 13, 2026
LIBRA WEALTH LLC History Added to 190,269 14,654 4.1% 3.82% 135 +21,093 12.47% Q4 2025 Jan 28, 2026
AIRE ADVISORS, LLC History Added to 185,719 14,304 2.62% 2.49% 136 +3,278 1.8% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 178,282 13,731 0.16% 0.16% 137 -188 -0.11% Q4 2025 Jan 21, 2026
Valued Wealth Advisors LLC History Added to 176,373 13,584 5.97% 6.04% 138 +2,967 1.71% Q4 2025 Jan 30, 2026
OLD MISSION CAPITAL LLC History Reduced 172,791 13,308 0.3% 0.46% 139 -137,002 -44.22% Q4 2025 Feb 17, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 172,537 13,288 1.83% 1.68% 140 +5,047 3.01% Q4 2025 Jan 20, 2026
ShoreHaven Wealth Partners, LLC History Added to 169,224 13,033 4.68% 3.66% 141 +37,238 28.21% Q4 2025 Feb 10, 2026
Team Hewins, LLC History Reduced 167,923 12,933 4.17% 4.27% 142 -384 -0.23% Q4 2025 Jan 28, 2026
Hill Investment Group Partners, LLC History Reduced 167,175 12,875 1.53% 1.53% 143 -311 -0.19% Q4 2025 Feb 17, 2026
ERn Financial, LLC History Added to 167,024 12,864 2.42% 2.42% 144 +3,557 2.18% Q4 2025 Jan 15, 2026
B&D White Capital Company, LLC History Added to 164,627 12,679 1.47% 1.02% 145 +58,214 54.71% Q4 2025 Feb 13, 2026
Fort Vancouver Investment Management, LLC History Reduced 162,886 12,545 6.7% 6.87% 146 -1,933 -1.17% Q4 2025 Feb 06, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 162,479 12,514 5.67% 5.6% 147 +7,850 5.08% Q4 2025 Jan 26, 2026
SJS Investment Consulting Inc. History Added to 162,076 12,483 1.58% 1.53% 148 +12,827 8.59% Q4 2025 Jan 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 161,480 12,437 0.0% 0.0% 149 +92,563 134.31% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 157,604 12,138 1.0% 0.92% 150 -1,588 -1.0% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 157,139 12,102 0.1% 0.13% 151 -21,599 -12.08% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 154,529 11,901 0.09% 0.1% 152 +3,376 2.23% Q4 2025 Jan 14, 2026
DEFINE FINANCIAL, LLC History Added to 149,306 11,499 6.52% 6.69% 153 +888 0.6% Q4 2025 Jan 13, 2026
Three Arch Wealth Management LLC History New 148,412 11,430 2.14% — 154 +148,412 New Q4 2025 Feb 13, 2026
Ullmann Wealth Partners Group, LLC History Added to 144,120 11,173 1.16% 0.15% 155 +125,452 672.02% Q4 2025 Feb 12, 2026
Torren Management, LLC History New 144,098 11,098 5.67% — 156 +144,098 New Q4 2025 Jan 30, 2026
Indivisible Partners History New 143,809 11,076 1.2% — 157 +143,809 New Q4 2025 Feb 03, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 143,070 11,019 3.23% — 158 +143,070 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 142,523 10,977 0.02% 0.02% 159 +37,199 35.32% Q4 2025 Jan 23, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 142,203 10,952 5.19% 5.06% 160 +8,822 6.61% Q4 2025 Jan 29, 2026
Prosperity Planning, Inc. History Reduced 137,998 10,628 2.78% 2.8% 161 -90 -0.07% Q4 2025 Jan 14, 2026
STIFEL FINANCIAL CORP History Added to 137,822 10,615 0.01% 0.01% 162 +9,799 7.65% Q4 2025 Feb 13, 2026
Choice Wealth Advisors, LLC History Added to 136,779 10,534 4.16% 4.3% 163 +3,259 2.44% Q4 2025 Jan 08, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 135,744 10,455 1.65% 1.8% 164 -9,406 -6.48% Q4 2025 Jan 14, 2026
Shotwell Rutter Baer Inc History Added to 128,995 10,258 6.16% 6.29% 165 +1,504 1.18% Q4 2025 Jan 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 131,786 10,150 1.13% 1.11% 166 +4,484 3.52% Q4 2025 Jan 08, 2026
Mason & Associates Inc History Reduced 131,746 10,147 1.91% 2.09% 167 -6,630 -4.79% Q4 2025 Feb 05, 2026
Richmond Investment Services, LLC History Added to 131,711 10,144 1.75% 1.76% 168 +6,141 4.89% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 131,680 10,141 0.04% — 169 +131,680 New Q4 2025 Feb 05, 2026
Freedom Financial Partners LLC History Added to 128,924 9,929 3.61% 3.54% 170 +5,271 4.26% Q4 2025 Jan 06, 2026
&PARTNERS History Added to 129,029 9,858 0.05% 0.06% 171 +413 0.32% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 124,530 9,591 0.87% 0.83% 172 +7,809 6.69% Q4 2025 Jan 12, 2026
Horst & Graben Wealth Management LLC History Added to 123,350 9,503 1.43% 0.74% 173 +58,454 90.07% Q4 2025 Jan 27, 2026
Invariant Investment Management History New 118,209 9,454 6.05% — 174 +118,209 New Q4 2025 Jan 26, 2026
Passive Capital Management, LLC. History Added to 121,950 9,392 2.94% 2.96% 175 +1,068 0.88% Q4 2025 Feb 05, 2026
Oak Wealth Advisors LLC History Reduced 121,615 9,366 5.38% 5.53% 176 -5,007 -3.95% Q4 2025 Feb 11, 2026
Pacific Life Fund Advisors LLC History Added to 120,920 9,313 0.96% 0.32% 177 +79,000 188.45% Q4 2025 Jan 26, 2026
Tortoise Investment Management, LLC History Reduced 120,434 9,275 0.81% 0.82% 178 -1,521 -1.25% Q4 2025 Feb 06, 2026
Buck Wealth Strategies, LLC History Reduced 119,726 9,221 1.17% 1.54% 179 -29,729 -19.89% Q4 2025 Feb 03, 2026
ABLE Financial Group, LLC History Added to 119,242 9,184 1.87% 1.79% 180 +9,002 8.17% Q4 2025 Jan 23, 2026
Great Diamond Partners, LLC History New 116,438 8,968 1.73% — 181 +116,438 New Q4 2025 Feb 06, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 115,383 8,886 1.24% 1.25% 182 -4,125 -3.45% Q4 2025 Jan 26, 2026
Activest Wealth Management History Added to 113,939 8,775 1.64% 1.7% 183 +1,992 1.78% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Reduced 113,512 8,742 0.07% 0.1% 184 -33,373 -22.72% Q4 2025 Jan 26, 2026
WMG Financial Advisors, LLC History Added to 109,465 8,430 3.47% 2.73% 185 +677 0.62% Q4 2025 Jan 28, 2026
Systelligence, LLC History New 108,904 8,387 1.6% — 186 +108,904 New Q4 2025 Jan 22, 2026
BetterWealth, LLC History Added to 108,672 8,369 1.91% 1.89% 187 +3,185 3.02% Q4 2025 Jan 15, 2026
Disciplina Capital Management LLC History Added to 107,119 8,250 0.94% 0.97% 188 +465 0.44% Q4 2025 Feb 11, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 105,665 8,138 1.87% 1.99% 189 -4,533 -4.11% Q4 2025 Jan 06, 2026
Stonebrook Private Inc. History New 105,330 8,112 1.7% — 190 +105,330 New Q4 2025 Feb 11, 2026
One Wealth Advisors, LLC History Added to 103,468 7,969 0.97% 0.49% 191 +51,199 97.95% Q4 2025 Feb 02, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 103,201 7,948 2.81% 2.66% 192 +4,809 4.89% Q4 2025 Jan 09, 2026
Echo Wealth Management, LLC History Added to 102,188 7,870 4.6% 3.42% 193 +24,256 31.12% Q4 2025 Jan 22, 2026
Highland Financial Advisors, LLC History Reduced 101,419 7,811 2.17% 2.19% 194 -241 -0.24% Q4 2025 Jan 23, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Reduced 101,306 7,802 5.03% 5.13% 195 -2,413 -2.33% Q4 2025 Jan 29, 2026
Evelyn Partners Asset Management Ltd History Added to 100,738 7,758 1.82% 0.0% 196 +100,524 46973.83% Q4 2025 Feb 13, 2026
INTEGRATED WEALTHCARE, LLC History New 99,459 7,660 6.44% — 197 +99,459 New Q4 2025 Jan 23, 2026
Carrera Capital Advisors History New 99,387 7,654 1.29% — 198 +99,387 New Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 99,322 7,650 0.02% 0.01% 199 +38,893 64.36% Q4 2025 Feb 05, 2026
FIRST HAWAIIAN BANK History Added to 99,311 7,648 1.02% 0.89% 200 +7,081 7.68% Q4 2025 Jan 05, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 98,393 7,578 2.35% 2.51% 201 -8,284 -7.77% Q4 2025 Jan 15, 2026
NATIXIS ADVISORS, LLC History Added to 96,311 7,418 0.01% 0.01% 202 +27,514 39.99% Q4 2025 Feb 10, 2026
Sylvest Advisors, LLC History Added to 96,260 7,413 3.95% 3.86% 203 +626 0.65% Q4 2025 Jan 20, 2026
Cypress Point Wealth Management, LLC History Added to 95,938 7,389 1.61% 1.39% 204 +4,333 4.73% Q4 2025 Feb 02, 2026
U.S. Capital Wealth Advisors, LLC History Added to 95,725 7,372 0.19% 0.15% 205 +22,491 30.71% Q4 2025 Jan 23, 2026
Strategic Blueprint, LLC History Added to 95,173 7,330 0.43% 0.2% 206 +33,554 54.45% Q4 2025 Jan 30, 2026
Flagstone Financial Management History Reduced 94,704 7,294 1.87% 1.91% 207 -1,569 -1.63% Q4 2025 Feb 09, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Added to 94,440 7,273 2.6% 2.47% 208 +380 0.4% Q4 2025 Jan 16, 2026
Cooper Financial Group History New 93,654 7,213 0.77% — 209 +93,654 New Q4 2025 Jan 08, 2026
CURIO WEALTH, LLC History Added to 93,622 7,196 2.55% 2.61% 210 +9,042 10.69% Q4 2025 Feb 11, 2026
Financial Futures Ltd Liability Co. History Reduced 93,254 7,182 3.33% 3.53% 211 -3,575 -3.69% Q4 2025 Jan 23, 2026
Bridgewater Advisors Inc. History Reduced 87,552 7,152 0.46% 0.47% 212 -976 -1.1% Q4 2025 Jan 23, 2026
CFS Investment Advisory Services, LLC History Added to 92,335 7,111 0.52% 0.28% 213 +44,244 92.0% Q4 2025 Feb 10, 2026
Haven Private, LLC History Added to 92,150 7,097 3.11% 3.04% 214 +389 0.42% Q4 2025 Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 91,962 7,082 0.51% 0.36% 215 +30,913 50.64% Q4 2025 Feb 09, 2026
55 North Private Wealth, LLC History New 91,855 7,074 1.86% — 216 +91,855 New Q4 2025 Jan 27, 2026
MN Wealth Advisors, LLC History Added to 91,838 7,073 3.57% 3.18% 217 +12,674 16.01% Q4 2025 Feb 02, 2026
Collaborative Wealth Managment Inc. History Added to 90,283 6,953 2.45% 2.46% 218 +9,165 11.3% Q4 2025 Feb 09, 2026
AllGen Financial Advisors, Inc. History Added to 89,654 6,905 1.64% 1.57% 219 +4,440 5.21% Q4 2025 Jan 22, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 89,596 6,900 2.82% 2.93% 220 -2,842 -3.07% Q4 2025 Jan 09, 2026
WealthPLAN Partners, LLC History Added to 89,320 6,879 1.03% 0.94% 221 +5,908 7.08% Q4 2025 Feb 12, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 81,975 6,792 3.17% 1.73% 222 +44,659 119.68% Q4 2025 Jan 26, 2026
Broadway Wealth Solutions, Inc. History Added to 86,652 6,673 3.56% 3.65% 223 +34 0.04% Q4 2025 Jan 29, 2026
GeoWealth Management, LLC History Added to 85,829 6,610 0.24% 0.14% 224 +35,848 71.72% Q4 2025 Feb 17, 2026
INVENIO WEALTH PARTNERS LLC History Added to 85,299 6,569 2.44% 1.79% 225 +19,901 30.43% Q4 2025 Feb 13, 2026
D'Orazio & Associates, Inc. History Added to 84,926 6,541 0.84% 0.83% 226 +819 0.97% Q4 2025 Feb 04, 2026
CROBAN History New 84,460 6,504 3.13% — 227 +84,460 New Q4 2025 Feb 13, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 84,071 6,475 1.09% 0.95% 228 +8,584 11.37% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 84,061 6,474 0.4% 0.17% 229 +71,275 557.45% Q4 2025 Feb 10, 2026
Avant Financial Advisors LLC History Reduced 83,312 6,416 4.61% 4.75% 230 -617 -0.74% Q4 2025 Jan 15, 2026
rebel Financial LLC History New 82,407 6,346 2.71% — 231 +82,407 New Q4 2025 Mar 27, 2026
Objectivity Squared, LLC History Added to 82,211 6,331 3.54% 3.58% 232 +2,291 2.87% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Added to 82,023 6,317 0.15% 0.08% 233 +42,883 109.56% Q4 2025 Jan 29, 2026
Trace Wealth Advisors, LLC History Added to 82,006 6,316 4.56% 4.6% 234 +35 0.04% Q4 2025 Feb 12, 2026
Trellis Wealth Advisors LLC History Reduced 80,844 6,226 2.43% 2.48% 235 -450 -0.55% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 80,251 6,180 0.0% 0.0% 236 +23,408 41.18% Q4 2025 Feb 17, 2026
VISIONARY HORIZONS, LLC History Reduced 79,379 6,113 3.16% 3.42% 237 -2,323 -2.84% Q4 2025 Jan 23, 2026
Wilkerson Advisory Group LLC History New 79,179 6,098 2.15% — 238 +79,179 New Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Added to 78,919 6,078 1.41% 1.58% 239 +608 0.78% Q4 2025 Jan 15, 2026
AWM CAPITAL, LLC History Reduced 78,431 6,040 0.55% 0.54% 240 -263 -0.33% Q4 2025 Feb 17, 2026
Midwestern Financial, LLC /IA History Added to 78,224 6,024 4.98% 4.84% 241 +3,210 4.28% Q4 2025 Feb 06, 2026
Legacy CG, LLC History New 78,004 6,007 1.68% — 242 +78,004 New Q4 2025 Jan 26, 2026
EnRich Financial Partners LLC History Added to 76,741 5,910 1.61% 1.6% 243 +1,850 2.47% Q4 2025 Jan 28, 2026
Dunhill Financial, LLC History Added to 75,052 5,869 1.44% 0.41% 244 +54,380 263.06% Q4 2025 Jan 29, 2026
Summit Wealth Partners, LLC History Added to 76,198 5,868 1.08% 0.99% 245 +3,092 4.23% Q4 2025 Jan 27, 2026
CURTIS WEALTH MANAGEMENT LLC History New 70,236 5,836 5.08% — 246 +70,236 New Q4 2025 Feb 11, 2026
HTG Investment Advisors, Inc. History Added to 75,432 5,809 1.78% 1.79% 247 +4,615 6.52% Q4 2025 Feb 02, 2026
Cherry Tree Wealth Management, LLC History Added to 74,719 5,754 1.21% 1.21% 248 +1,038 1.41% Q4 2025 Feb 10, 2026
Telos Capital Management, Inc. History Added to 74,335 5,725 0.53% 0.09% 249 +61,520 480.06% Q4 2025 Jan 22, 2026
Physician Wealth Solutions Inc. History Added to 74,106 5,707 2.42% 2.31% 250 +3,504 4.96% Q4 2025 Jan 12, 2026
Lakeridge Wealth Management LLC History Added to 73,358 5,650 2.57% 2.19% 251 +7,848 11.98% Q4 2025 Jan 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 73,039 5,625 0.1% 0.06% 252 +32,649 80.83% Q4 2025 Feb 19, 2026
Magnolia Private Wealth, LLC History Reduced 72,627 5,593 3.91% 3.52% 253 -17,845 -19.72% Q4 2025 Feb 06, 2026
Chris Bulman Inc History Added to 72,598 5,591 2.47% 2.42% 254 +8,162 12.67% Q4 2025 Jan 14, 2026
Quantinno Capital Management LP History Added to 72,567 5,589 0.01% 0.0% 255 +48,448 200.87% Q4 2025 Feb 17, 2026
Mraz, Amerine & Associates, Inc. History Added to 72,483 5,582 0.83% 0.79% 256 +4,980 7.38% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 72,441 5,579 0.03% — 257 +72,441 New Q4 2025 Feb 18, 2026
Sequoia Financial Advisors, LLC History Added to 72,356 5,572 0.03% 0.03% 258 +1,948 2.77% Q4 2025 Feb 03, 2026
REDW Wealth LLC History Added to 71,760 5,526 2.11% 1.71% 259 +11,616 19.31% Q4 2025 Jan 28, 2026
Stonehearth Capital Management, LLC History New 71,679 5,520 2.04% — 260 +71,679 New Q4 2025 Jan 13, 2026
Global Strategic Investment Solutions, LLC History Added to 70,603 5,437 0.53% 0.51% 261 +2,722 4.01% Q4 2025 Jan 29, 2026
Kelman-Lazarov, Inc. History Added to 70,326 5,416 0.77% 0.78% 262 +263 0.38% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 70,127 5,401 0.03% 0.02% 263 +33,985 94.03% Q4 2025 Jan 26, 2026
Gateway Wealth Partners, LLC History Added to 70,025 5,393 0.6% 0.7% 264 +846 1.22% Q4 2025 Feb 11, 2026
Grove Bank & Trust History Added to 69,784 5,374 0.6% 0.57% 265 +4,409 6.74% Q4 2025 Jan 08, 2026
Great Point Wealth Advisors, LLC History Reduced 68,218 5,254 0.96% 0.98% 266 -1,049 -1.51% Q4 2025 Jan 26, 2026
Level Financial Advisors History Added to 67,978 5,235 1.38% 1.42% 267 +753 1.12% Q4 2025 Jan 26, 2026
IAG Wealth Partners, LLC History Added to 67,625 5,208 0.6% 0.59% 268 +1,972 3.0% Q4 2025 Feb 10, 2026
CENTRAL TRUST Co History Added to 67,023 5,162 0.1% 0.07% 269 +19,325 40.52% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Added to 66,604 5,129 0.06% 0.06% 270 +955 1.45% Q4 2025 Jan 15, 2026
MAI Capital Management History Added to 66,354 5,110 0.03% 0.01% 271 +35,648 116.09% Q4 2025 Feb 13, 2026
PW ADVISORS, LLC \ FL History New 65,067 5,011 4.02% — 272 +65,067 New Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Reduced 60,235 4,991 0.12% 0.12% 273 -709 -1.16% Q4 2025 Jan 28, 2026
Annandale Capital, LLC History Reduced 64,742 4,986 0.59% 0.85% 274 -1,468 -2.22% Q4 2025 Feb 12, 2026
Waterfront Wealth Inc. History Added to 59,032 4,904 0.93% 0.88% 275 +2,621 4.65% Q4 2025 Jan 27, 2026
Apeiron RIA LLC History Added to 58,169 4,851 0.98% 0.91% 276 +4,313 8.01% Q4 2025 Feb 03, 2026
Capasso Planning Partners LLC History Added to 62,778 4,835 2.65% 2.74% 277 +3,184 5.34% Q4 2025 Feb 17, 2026
46 Peaks LLC History New 61,894 4,767 3.5% — 278 +61,894 New Q4 2025 Feb 26, 2026
Financial Symmetry Inc History Reduced 61,778 4,758 1.94% 2.09% 279 -279 -0.45% Q4 2025 Jan 28, 2026
White Pine Investment CO History Added to 61,672 4,750 1.12% 0.66% 280 +24,413 65.52% Q4 2025 Jan 28, 2026
JNBA Financial Advisors History Reduced 59,182 4,558 0.4% 0.43% 281 -3,455 -5.52% Q4 2025 Jan 26, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 58,492 4,505 1.56% 1.42% 282 +10,381 21.58% Q4 2025 Jan 08, 2026
Brown Financial Advisors History Reduced 58,354 4,494 1.64% 1.63% 283 -466 -0.79% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 58,230 4,484 0.14% 0.2% 284 +967 1.69% Q4 2025 Jan 20, 2026
CLUNE & ASSOCIATES, LTD. History Added to 58,049 4,470 0.97% 0.88% 285 +11,034 23.47% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Added to 57,733 4,446 0.08% 0.09% 286 +759 1.33% Q4 2025 Jan 16, 2026
WorthPointe, LLC History Reduced 57,439 4,423 1.16% 1.63% 287 -495 -0.85% Q4 2025 Jan 26, 2026
Peak Asset Management, LLC History Added to 57,144 4,401 0.75% 0.74% 288 +626 1.11% Q4 2025 Feb 05, 2026
Kilner Capital Advisors, LLC History New 57,071 4,395 4.2% — 289 +57,071 New Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History Added to 56,716 4,368 2.21% 2.19% 290 +3,463 6.5% Q4 2025 Jan 21, 2026
COMERICA BANK History Added to 56,708 4,367 0.02% 0.01% 291 +7,284 14.74% Q4 2025 Jan 29, 2026
Frankly Finances, LLC History New 56,438 4,346 3.77% — 292 +56,438 New Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 54,412 4,337 0.15% 0.15% 293 +2,098 4.01% Q4 2025 Jan 08, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 55,097 4,243 1.15% 1.32% 294 -4,494 -7.54% Q4 2025 Feb 09, 2026
BWM Planning, LLC History Reduced 54,706 4,213 1.13% 1.25% 295 -1,403 -2.5% Q4 2025 Jan 14, 2026
Sterneck Capital Management, LLC History Added to 54,594 4,204 1.89% 1.82% 296 +2,613 5.03% Q4 2025 Jan 22, 2026
Ferguson Johnson Wealth Management Inc History New 54,200 4,174 3.47% — 297 +54,200 New Q4 2025 Feb 06, 2026
WealthCollab, LLC History Added to 53,687 4,135 1.69% 1.74% 298 +3,320 6.59% Q4 2025 Jan 27, 2026
Vertex Planning Partners, LLC History Added to 53,255 4,101 0.95% 0.4% 299 +25,543 92.17% Q4 2025 Feb 17, 2026
Breakwater Capital Group History Added to 52,518 4,044 0.56% 0.51% 300 +6,774 14.81% Q4 2025 Jan 09, 2026
Armbruster Capital Management, Inc. History Reduced 50,820 3,914 0.66% 0.66% 301 -749 -1.45% Q4 2025 Jan 23, 2026
Transamerica Financial Advisors, LLC History Reduced 50,653 3,901 0.33% 0.32% 302 -409 -0.8% Q4 2025 Feb 13, 2026
Lifestyle Asset Management, Inc. History Reduced 50,624 3,899 1.27% 1.33% 303 -1,420 -2.73% Q4 2025 Feb 11, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 50,341 3,877 1.77% 1.34% 304 -452 -0.89% Q4 2025 Jan 23, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 50,241 3,869 0.42% 0.35% 305 +9,895 24.53% Q4 2025 Jan 26, 2026
Hobbs Wealth Management, LLC History Added to 50,154 3,862 3.76% 1.53% 307 +25,885 106.66% Q4 2025 Jan 29, 2026
Mayflower Financial Advisors, LLC History Added to 50,144 3,862 0.47% 0.25% 306 +23,755 90.02% Q4 2025 Jan 13, 2026
CoreCap Advisors, LLC History Added to 50,065 3,856 0.13% 0.1% 308 +13,998 38.81% Q4 2025 Jan 13, 2026
POINCIANA ADVISORS GROUP, LLC History Reduced 49,933 3,845 3.03% 3.19% 309 -376 -0.75% Q4 2025 Feb 09, 2026
Sharkey, Howes & Javer History Added to 49,767 3,833 0.49% 0.27% 310 +22,092 79.83% Q4 2025 Jan 13, 2026
Philip James Wealth Mangement, LLC History Added to 49,669 3,825 0.44% 0.43% 311 +239 0.48% Q4 2025 Jan 20, 2026
POM Investment Strategies, LLC History Added to 49,192 3,788 1.95% 1.93% 312 +1,975 4.18% Q4 2025 Feb 17, 2026
CoreFirst Bank & Trust History Reduced 49,050 3,777 2.04% 2.03% 313 -979 -1.96% Q4 2025 Feb 11, 2026
Pursuit Wealth Management LLC History New 49,006 3,774 3.24% — 314 +49,006 New Q4 2025 Jan 26, 2026
Burk Holdings LLC History Reduced 48,057 3,701 1.77% 1.94% 315 -344 -0.71% Q4 2025 Feb 12, 2026
Canvas Wealth Advisors, LLC History Added to 47,475 3,656 0.62% 0.61% 316 +3,723 8.51% Q4 2025 Jan 12, 2026
Maia Wealth LLC History Added to 42,418 3,645 0.62% 0.36% 317 +14,982 54.61% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 47,143 3,630 0.12% 0.11% 318 +5,579 13.42% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 46,832 3,606 0.55% 0.43% 319 +10,762 29.84% Q4 2025 Jan 12, 2026
Harbor Group, Inc. History Added to 46,609 3,589 0.54% 0.46% 320 +8,092 21.01% Q4 2025 Jan 12, 2026
NorthStar Asset Management LLC /NJ/ History Added to 46,582 3,587 1.61% 1.41% 321 +7,358 18.76% Q4 2025 Feb 10, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 45,526 3,506 3.06% — 322 +45,526 New Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 45,305 3,489 0.02% 0.01% 323 +20,879 85.48% Q4 2025 Feb 17, 2026
VERUS WEALTH MANAGEMENT, LLC History Reduced 45,268 3,486 3.25% 3.35% 324 -2,527 -5.29% Q4 2025 Jan 16, 2026
Atria Investments, Inc History Added to 44,695 3,442 0.04% 0.02% 325 +22,636 102.62% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 44,230 3,406 0.04% 0.02% 326 +20,309 84.9% Q4 2025 Jan 29, 2026
Apollon Financial, LLC History Added to 43,941 3,384 0.49% 0.48% 327 +5,683 14.85% Q4 2025 Jan 22, 2026
Dynamic Advisor Solutions LLC History Added to 43,758 3,370 0.11% 0.1% 328 +130 0.3% Q4 2025 Jan 09, 2026
Parallel Advisors, LLC History Added to 43,325 3,336 0.06% 0.05% 329 +6,954 19.12% Q4 2025 Feb 11, 2026
OmniStar Financial Group, Inc. History Added to 42,178 3,248 1.9% 1.85% 330 +1,435 3.52% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Added to 42,077 3,240 0.1% 0.04% 331 +25,919 160.41% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 41,929 3,229 0.12% 0.03% 332 +31,603 306.05% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Reduced 41,778 3,217 0.07% 0.11% 333 -209 -0.5% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 41,586 3,202 0.06% 0.05% 334 +9,535 29.75% Q4 2025 Feb 06, 2026
Family Office Research LLC History Added to 41,381 3,186 1.3% 1.32% 335 +1,265 3.15% Q4 2025 Feb 09, 2026
Baird Financial Group, Inc. History Added to 41,157 3,169 0.0% 0.0% 336 +9,333 29.33% Q4 2025 Feb 13, 2026
Arcadia Wealth Management, Inc. History Added to 40,717 3,136 1.8% 1.77% 337 +1,839 4.73% Q4 2025 Feb 10, 2026
Brady Martz Wealth Solutions, LLC History Reduced 39,730 3,059 0.54% 0.56% 338 -1,065 -2.61% Q4 2025 Jan 15, 2026
Adelphi Trust Co History New 39,163 3,016 2.46% — 339 +39,163 New Q4 2025 Jan 26, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 38,293 2,949 2.56% 2.81% 340 -7,112 -15.66% Q4 2025 Feb 05, 2026
Paladin Wealth, LLC History Added to 38,269 2,947 2.01% 1.76% 341 +5,951 18.41% Q4 2025 Jan 15, 2026
McCartney Wealth Management LLC History New 38,194 2,941 2.54% — 342 +38,194 New Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 38,135 2,937 0.04% 0.04% 343 +5,671 17.47% Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Added to 38,102 2,934 0.36% 0.08% 344 +29,357 335.7% Q4 2025 Jan 20, 2026
Capital Analysts, LLC History Added to 38,035 2,929 0.09% 0.06% 345 +9,146 31.66% Q4 2025 Feb 11, 2026
Laird Norton Wetherby Trust Company, LLC History New 37,855 2,915 0.06% — 346 +37,855 New Q4 2025 Feb 17, 2026
WEALTHGARDEN F.S. LLC History Added to 34,881 2,898 1.91% 1.37% 347 +10,010 40.25% Q4 2025 Feb 11, 2026
Daviman Financial, LLC History New 37,396 2,880 1.69% — 348 +37,396 New Q4 2025 Feb 06, 2026
WEDBUSH SECURITIES INC History Added to 37,212 2,866 0.08% 0.09% 349 +1,871 5.29% Q4 2025 Feb 12, 2026
Gen-Wealth Partners Inc History Added to 37,102 2,857 0.92% 0.43% 350 +20,139 118.72% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 37,018 2,851 0.22% 0.19% 351 +6,729 22.22% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 36,907 2,842 0.01% 0.01% 352 +322 0.88% Q4 2025 Feb 12, 2026
Ariadne Wealth Management, LP History Added to 32,850 2,823 1.17% 1.13% 354 +218 0.67% Q4 2025 Feb 13, 2026
Tillman Hartley LLC History Added to 36,653 2,823 0.71% 0.71% 353 +198 0.54% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 36,388 2,803 0.01% 0.01% 355 +1,279 3.64% Q4 2025 Feb 11, 2026
LIFELONG WEALTH ADVISORS, INC. History New 36,389 2,802 0.74% — 356 +36,389 New Q4 2025 Jan 12, 2026
IMA Advisory Services, Inc. History Added to 36,224 2,789 0.27% 0.26% 357 +1,815 5.27% Q4 2025 Feb 11, 2026
Andrews Advisory Associates, LLC History New 35,749 2,753 1.46% — 358 +35,749 New Q4 2025 Feb 18, 2026
Wheels Up Wealth, Inc. History New 35,688 2,748 2.56% — 359 +35,688 New Q4 2025 Feb 17, 2026
Aurelius Family Office LLC History Reduced 34,297 2,724 1.17% 1.15% 360 -25 -0.07% Q4 2025 Jan 09, 2026
Sprinkle Financial Consultants LLC History Added to 35,346 2,722 1.38% 1.47% 361 +326 0.93% Q4 2025 Jan 08, 2026
Envestnet Portfolio Solutions, Inc. History Added to 34,840 2,683 0.01% 0.01% 362 +3,104 9.78% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 34,136 2,629 0.04% 0.04% 363 +8,094 31.08% Q4 2025 Mar 12, 2026
Equita Financial Network, Inc. History Reduced 33,659 2,592 0.78% 0.86% 364 -117 -0.35% Q4 2025 Jan 29, 2026
Prosperity Consulting Group, LLC History Reduced 33,366 2,569 0.12% 0.13% 365 -1,892 -5.37% Q4 2025 Feb 17, 2026
Symphony Financial, Ltd. Co. History Added to 33,017 2,549 0.34% 0.25% 366 +5,819 21.39% Q4 2025 Feb 11, 2026
ARWA LLC History New 33,022 2,543 1.48% — 367 +33,022 New Q4 2025 Feb 27, 2026
Stone Summit Wealth LLC History Reduced 32,650 2,514 0.68% 0.71% 368 -773 -2.31% Q4 2025 Jan 27, 2026
Trailhead Planners LLC History New 32,294 2,487 2.44% — 370 +32,294 New Q4 2025 Feb 12, 2026
CAP Partners, LLC History Added to 32,293 2,487 1.41% 1.37% 369 +55 0.17% Q4 2025 Feb 04, 2026
Mattson Financial Services, LLC History Reduced 32,270 2,485 0.58% 0.61% 371 -1,902 -5.57% Q4 2025 Feb 12, 2026
Navigoe, LLC History Reduced 32,232 2,482 1.53% 1.55% 372 -119 -0.37% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History Added to 32,068 2,469 0.18% 0.09% 373 +15,116 89.17% Q4 2025 Feb 11, 2026
Shore Point Advisors, LLC History Added to 83,435 2,415 1.02% 1.02% 374 +52,856 172.85% Q4 2025 Jan 23, 2026
Trilogy Capital Inc. History Reduced 31,225 2,404 0.11% 0.12% 375 -2,095 -6.29% Q4 2025 Jan 22, 2026
BlackRock, Inc. History Added to 31,113 2,396 0.0% 0.0% 376 +3,940 14.5% Q4 2025 Feb 12, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 30,775 2,370 0.42% 0.34% 377 +7,169 30.37% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Added to 30,112 2,319 0.03% 0.02% 378 +6,031 25.04% Q4 2025 Jan 20, 2026
HMV Wealth Advisors, LLC History Reduced 30,040 2,313 1.16% 1.27% 379 -830 -2.69% Q4 2025 Jan 20, 2026
RFG Advisory, LLC History New 29,828 2,297 0.04% — 380 +29,828 New Q4 2025 Feb 03, 2026
Transcendent Capital Group LLC History Reduced 29,733 2,290 1.04% 1.06% 381 -1,829 -5.79% Q4 2025 Jan 26, 2026
Plum Street Advisors, LLC History Reduced 29,512 2,273 0.81% 0.88% 382 -912 -3.0% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 29,470 2,269 0.04% 0.03% 383 +5,421 22.54% Q4 2025 Feb 09, 2026
Evelyn Partners Investment Management Services Ltd History New 29,242 2,252 0.28% — 384 +29,242 New Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Reduced 29,223 2,250 0.13% 0.25% 385 -1,653 -5.35% Q4 2025 Jan 27, 2026
Sagace Wealth Management LLC History Reduced 28,943 2,229 1.51% 1.5% 386 -526 -1.78% Q4 2025 Feb 02, 2026
Holos Integrated Wealth LLC History Reduced 28,042 2,211 1.23% 1.28% 387 -1,769 -5.93% Q4 2025 Jan 05, 2026
IFP Advisors, Inc History Added to 28,429 2,189 0.05% 0.06% 388 +120 0.42% Q4 2025 Feb 06, 2026
Western Reserve Capital Management, LLC History New 28,373 2,185 2.04% — 389 +28,373 New Q4 2025 Feb 10, 2026
Centennial Wealth Advisory LLC History Added to 27,951 2,152 0.57% 0.56% 390 +1,246 4.67% Q4 2025 Jan 14, 2026
Advyzon Investment Management, LLC History Added to 27,877 2,147 0.25% 0.29% 391 +5,438 24.23% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 27,850 2,145 0.0% 0.0% 392 +382 1.39% Q4 2025 Feb 12, 2026
Prospect Financial Group LLC History Added to 27,830 2,143 1.99% 2.0% 393 +583 2.14% Q4 2025 Feb 10, 2026
Seaside Wealth Management, Inc. History Added to 27,638 2,128 0.61% 0.61% 394 +66 0.24% Q4 2025 Feb 17, 2026
Integrity Investment Advisors, LLC History Added to 27,507 2,118 1.17% 0.87% 395 +9,942 56.6% Q4 2025 Feb 13, 2026
Koesten, Hirschmann & Crabtree, INC. History Added to 27,370 2,108 1.04% 0.0% 396 +27,231 19590.65% Q4 2025 Feb 09, 2026
NWAM LLC History Reduced 25,102 2,082 0.12% 0.11% 397 -255 -1.01% Q4 2025 Feb 04, 2026
OpenArc Corporate Advisory, LLC History New 27,007 2,080 0.03% — 398 +27,007 New Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Reduced 26,880 2,070 0.55% 0.58% 399 -1,127 -4.02% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 25,691 2,069 0.1% 0.06% 400 +12,050 88.34% Q4 2025 Feb 03, 2026
SOL Capital Management CO History Reduced 26,787 2,063 0.19% 0.19% 401 -1,434 -5.08% Q4 2025 Jan 30, 2026
Rialto Wealth Management, LLC History Added to 26,774 2,062 0.49% 0.41% 402 +5,759 27.4% Q4 2025 Jan 12, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 26,291 2,024 0.41% 0.47% 403 -1,481 -5.33% Q4 2025 Jan 09, 2026
QUARRY HILL ADVISORS, LLC History Added to 25,340 1,951 0.91% 0.95% 404 +786 3.2% Q4 2025 Jan 26, 2026
Clarity Capital Advisors, LLC History Added to 25,053 1,929 0.96% 0.93% 405 +2,429 10.74% Q4 2025 Feb 11, 2026
FMB WEALTH MANAGEMENT History Added to 24,673 1,900 0.75% 0.71% 406 +2,333 10.44% Q4 2025 Jan 22, 2026
PFG Advisors History New 23,980 1,846 0.09% — 407 +23,980 New Q4 2025 Jan 27, 2026
WEALTH ALLIANCE, LLC History New 23,764 1,830 0.18% — 408 +23,764 New Q4 2025 Feb 13, 2026
TFB Advisors LLC History Reduced 23,681 1,823 0.51% 0.51% 409 -25 -0.11% Q4 2025 Feb 13, 2026
PKS Advisory Services, LLC History Reduced 23,379 1,800 0.41% 0.37% 410 -133 -0.57% Q4 2025 Feb 02, 2026
Slagle Financial, LLC History Added to 23,320 1,796 0.63% 0.62% 411 +799 3.55% Q4 2025 Jan 26, 2026
THEORY FINANCIAL LLC History Added to 21,561 1,791 0.6% 0.32% 412 +9,905 84.98% Q4 2025 Feb 10, 2026
Asset Dedication, LLC History Reduced 23,155 1,783 0.12% 0.12% 413 -1,223 -5.02% Q4 2025 Jan 26, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 23,099 1,779 1.18% 1.24% 414 -1,303 -5.34% Q4 2025 Jan 09, 2026
MOTCO History Added to 23,028 1,773 0.16% 0.13% 415 +3,866 20.18% Q4 2025 Feb 06, 2026
marrick wealth, LLC History New 23,007 1,771 1.45% — 416 +23,007 New Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Added to 22,985 1,770 0.31% 0.18% 417 +15,240 196.77% Q4 2025 Jan 26, 2026
Signal Advisors Wealth, LLC History Added to 22,759 1,752 0.14% 0.15% 418 +985 4.52% Q4 2025 Jan 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 22,455 1,729 0.5% 0.63% 419 -4,485 -16.65% Q4 2025 Feb 11, 2026
Evensky & Katz LLC History Reduced 22,417 1,727 0.1% 0.1% 420 -1,281 -5.41% Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 22,401 1,725 0.01% — 421 +22,401 New Q4 2025 Feb 13, 2026
BLVD Private Wealth, LLC History Added to 22,285 1,716 1.49% 1.43% 422 +140 0.63% Q4 2025 Jan 27, 2026
Integrated Advisors Network LLC History New 22,266 1,714 0.08% — 423 +22,266 New Q4 2025 Feb 17, 2026
LAM GROUP, INC. History Added to 22,010 1,695 0.97% 0.65% 424 +8,035 57.5% Q4 2025 Jan 23, 2026
Chatterton & Associates Inc. History New 21,887 1,685 1.44% — 425 +21,887 New Q4 2025 Jan 20, 2026
HICKS CAPITAL MANAGEMENT LLC History New 21,730 1,673 1.69% — 426 +21,730 New Q4 2025 Feb 05, 2026
Leading Edge Financial Planning LLC History Added to 21,475 1,654 0.38% 0.39% 427 +749 3.61% Q4 2025 Jan 21, 2026
Dogwood Wealth Management LLC History Reduced 21,410 1,649 0.73% 0.77% 428 -1,288 -5.67% Q4 2025 Feb 04, 2026
Petros Family Wealth, LLC History Added to 21,361 1,645 1.1% 1.24% 429 +1,657 8.41% Q4 2025 Jan 14, 2026
WealthPoint Financial, LLC History New 21,278 1,638 1.43% — 430 +21,278 New Q4 2025 Feb 19, 2026
LEIGH BALDWIN & CO., LLC History Added to 21,199 1,633 1.07% 0.59% 431 +7,233 51.79% Q4 2025 Feb 12, 2026
Wealth Management Partners, LLC History Reduced 21,202 1,632 0.47% 0.51% 432 -28 -0.13% Q4 2025 Jan 12, 2026
EVOKE WEALTH, LLC History Added to 21,102 1,625 0.03% 0.03% 434 +2,630 14.24% Q4 2025 Feb 06, 2026
FIFTH THIRD SECURITIES, INC. History Added to 21,099 1,625 0.11% 0.11% 433 +243 1.17% Q4 2025 Jan 23, 2026
Capstone Wealth Management, Inc. History New 20,167 1,584 1.39% — 435 +20,167 New Q4 2025 Feb 20, 2026
L.K. Benson & Company, P.C. History Reduced 20,445 1,574 0.79% 0.84% 436 -362 -1.74% Q4 2025 Feb 06, 2026
MB Generational Wealth, LLC History No change 20,396 1,570 0.83% 0.97% 437 0 0.0% Q4 2025 Feb 10, 2026
Aerodigm Wealth, LLC History Reduced 19,878 1,531 0.54% 0.65% 438 -589 -2.88% Q4 2025 Feb 06, 2026
Clear Creek Financial Management, LLC History Added to 19,593 1,509 0.12% 0.11% 439 +2,328 13.48% Q4 2025 Jan 23, 2026
BUSH INVESTMENT GROUP, LLC History Added to 19,555 1,506 0.84% 0.46% 440 +9,288 90.46% Q4 2025 Mar 05, 2026
Wealthfront Advisers LLC History Added to 18,639 1,435 0.0% 0.0% 441 +1,367 7.91% Q4 2025 Jan 30, 2026
SAGE RHINO CAPITAL LLC History Added to 18,592 1,431 0.27% 0.26% 442 +528 2.92% Q4 2025 Jan 30, 2026
Herold Advisors, Inc. History Added to 18,457 1,421 0.32% 0.29% 443 +1,758 10.53% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 18,354 1,413 0.03% 0.01% 444 +11,838 181.68% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Reduced 18,061 1,391 0.02% 0.02% 445 -1,531 -7.81% Q4 2025 Jan 26, 2026
STRATEGY ASSET MANAGERS LLC History Added to 18,046 1,389 0.23% 0.23% 446 +899 5.24% Q4 2025 Feb 11, 2026
COZAD ASSET MANAGEMENT INC History Added to 17,833 1,373 0.11% 0.1% 447 +1,722 10.69% Q4 2025 Feb 13, 2026
WealthTrak Capital Management LLC History Added to 17,550 1,351 0.97% 0.36% 448 +11,700 200.0% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 17,457 1,344 0.0% 0.0% 449 +731 4.37% Q4 2025 Feb 13, 2026
Eaton-Cambridge Inc. History Reduced 17,281 1,330 0.44% 0.47% 450 -594 -3.32% Q4 2025 Feb 13, 2026
LRI Investments, LLC History No change 17,186 1,323 0.11% 0.11% 451 0 0.0% Q4 2025 Feb 04, 2026
DBK Financial Counsel, LLC History Added to 17,075 1,315 1.01% 0.9% 452 +2,827 19.84% Q4 2025 Jan 26, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 17,011 1,310 0.49% 0.25% 453 +8,547 100.98% Q4 2025 Jan 08, 2026
WESPAC Advisors SoCal, LLC History New 16,680 1,284 0.26% — 454 +16,680 New Q4 2025 Jan 07, 2026
SAX WEALTH ADVISORS, LLC History Added to 16,393 1,262 0.06% 0.07% 455 +165 1.02% Q4 2025 Jan 12, 2026
Ruedi Wealth Management, Inc. History No change 16,373 1,261 0.33% 0.34% 456 0 0.0% Q4 2025 Feb 06, 2026
BOK Financial Private Wealth, Inc. History Added to 16,338 1,258 0.08% 0.05% 457 +5,252 47.38% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 16,201 1,251 0.05% 0.02% 458 +12,828 380.31% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 16,114 1,241 0.01% 0.0% 459 +15,784 4783.03% Q4 2025 Feb 13, 2026
Tyche Wealth Partners LLC History Added to 16,025 1,234 0.2% 0.12% 460 +7,181 81.2% Q4 2025 Jan 23, 2026
Cogent Private Wealth, Inc. History New 15,999 1,232 0.94% — 461 +15,999 New Q4 2025 Feb 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 15,968 1,229 0.01% 0.02% 462 -4,245 -21.0% Q4 2025 Feb 02, 2026
Allodium Investment Consultants, LLC History Reduced 15,827 1,218 0.62% 0.68% 463 -198 -1.24% Q4 2025 Jan 14, 2026
BlackDiamond Wealth Management, LLC History New 14,217 1,217 0.59% — 464 +14,217 New Q4 2025 Feb 10, 2026
RVW Wealth, LLC History Reduced 15,538 1,196 0.09% 0.09% 465 -568 -3.53% Q4 2025 Jan 12, 2026
Centerpoint Advisory Group History Added to 15,456 1,190 0.92% 0.89% 466 +304 2.01% Q4 2025 Feb 03, 2026
Cetera Trust Company, N.A History No change 15,357 1,182 0.63% 0.65% 467 0 0.0% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 14,229 1,161 0.1% 0.09% 468 +1,730 13.84% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 14,843 1,143 0.0% 0.0% 469 +10,712 259.31% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Reduced 13,689 1,138 0.19% 0.18% 470 -154 -1.11% Q4 2025 Feb 06, 2026
Avidian Wealth Enterprises, LLC History Added to 14,752 1,136 0.04% 0.02% 471 +6,467 78.06% Q4 2025 Feb 02, 2026
Vannoy Advisory Group, Inc. History No change 14,590 1,123 0.71% 0.72% 472 0 0.0% Q4 2025 Jan 15, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 14,503 1,117 0.46% 0.47% 473 0 0.0% Q4 2025 Jan 08, 2026
Summit Trail Advisors, LLC History No change 14,502 1,116 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 17, 2026
Atlas Brown,Inc. History Added to 14,371 1,106 0.33% 0.29% 475 +1,320 10.11% Q4 2025 Jan 09, 2026
RAM Investment Partners, LLC History Reduced 14,161 1,090 0.2% 0.2% 476 -85 -0.6% Q4 2025 Feb 12, 2026
Clarity Wealth Development LLC History Reduced 14,059 1,082 0.92% 1.01% 477 -249 -1.74% Q4 2025 Feb 11, 2026
Elyxium Wealth, LLC History Added to 13,985 1,077 0.3% 0.14% 478 +8,525 156.14% Q4 2025 Feb 05, 2026
Ausdal Financial Partners, Inc. History Added to 13,972 1,076 0.05% 0.04% 479 +3,246 30.26% Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History Added to 13,713 1,056 0.5% 0.55% 480 +135 0.99% Q4 2025 Jan 09, 2026
BAM Wealth Management, LLC History Added to 13,606 1,047 0.76% 0.68% 481 +1,904 16.27% Q4 2025 Jan 20, 2026
Lantern Wealth Advisors, LLC History Added to 13,534 1,042 0.55% 0.3% 482 +5,865 76.48% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Added to 13,421 1,033 0.01% 0.01% 483 +239 1.81% Q4 2025 Jan 27, 2026
Retirement Management Systems Inc. History New 13,374 1,030 0.26% — 484 +13,374 New Q4 2025 Feb 12, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 13,353 1,028 0.12% 0.06% 485 +7,168 115.89% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 13,215 1,017 0.02% 0.01% 486 +6,320 91.66% Q4 2025 Feb 12, 2026
Approach Retirement Advisors, LLC History New 13,152 1,012 0.87% — 487 +13,152 New Q4 2025 Jan 29, 2026
Balboa Wealth Partners History Added to 12,989 1,000 0.17% 0.13% 488 +2,937 29.22% Q4 2025 Jan 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 12,834 988 0.06% 0.03% 489 +6,330 97.32% Q4 2025 Feb 06, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 12,741 981 0.2% 0.21% 490 -152 -1.18% Q4 2025 Feb 09, 2026
Fifth Third Wealth Advisors LLC History New 12,687 977 0.03% — 491 +12,687 New Q4 2025 Jan 15, 2026
Pacific Asset Management, LLC History Reduced 12,674 976 0.59% 0.67% 492 -462 -3.52% Q4 2025 Jan 28, 2026
FFG RETIREMENT ADVISORS LLC History Added to 12,669 975 0.6% 0.2% 493 +8,271 188.06% Q4 2025 Jan 12, 2026
A4 Wealth Advisors LLC History Reduced 12,571 968 0.84% 1.07% 494 -4,346 -25.69% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Added to 12,540 965 0.06% 0.06% 495 +2 0.02% Q4 2025 Jan 29, 2026
VANCE WEALTH, LLC History Reduced 12,412 955 0.28% 0.32% 496 -1,543 -11.06% Q4 2025 Feb 17, 2026
Friday Financial History Added to 12,272 945 0.33% 0.32% 497 +2,175 21.54% Q4 2025 Jan 09, 2026
Asempa Wealth Advisors History New 12,187 938 0.81% — 498 +12,187 New Q4 2025 Jan 08, 2026
Merkkuri Wealth Advisors LLC History Added to 12,168 937 0.64% 0.35% 499 +5,807 91.29% Q4 2025 Jan 29, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 12,154 936 0.1% 0.05% 500 +5,923 95.06% Q4 2025 Jan 20, 2026
Tempus Wealth Planning, LLC History Added to 11,898 916 0.21% 0.15% 501 +3,475 41.26% Q4 2025 Jan 16, 2026
BESSEMER GROUP INC History Added to 11,830 911 0.0% 0.0% 502 +11,805 47220.0% Q4 2025 Feb 05, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 11,799 908 0.29% 0.17% 503 -1,814 -13.33% Q4 2025 Jan 27, 2026
Seed Wealth Management, Inc. History No change 11,580 891 0.61% 0.6% 504 0 0.0% Q4 2025 Jan 21, 2026
Redwood Investment Management, LLC History New 11,484 884 0.1% — 505 +11,484 New Q4 2025 Feb 17, 2026
BCR Wealth Strategies, LLC History Reduced 11,406 878 0.29% 0.32% 506 -678 -5.61% Q4 2025 Jan 23, 2026
Clearview Wealth Advisors LLC History New 11,393 877 0.56% — 507 +11,393 New Q4 2025 Feb 17, 2026
Convergence Financial, LLC History Reduced 11,383 876 0.13% 0.13% 508 -26 -0.23% Q4 2025 Feb 11, 2026
Creative Capital Management Investments LLC History Reduced 11,286 869 0.26% 0.27% 509 -36 -0.32% Q4 2025 Jan 23, 2026
Krilogy Financial LLC History Added to 10,439 867 0.03% 0.03% 510 +1,118 11.99% Q4 2025 Jan 27, 2026
PCG Wealth Advisors, LLC History Reduced 11,217 863 0.24% 0.25% 511 -234 -2.04% Q4 2025 Feb 05, 2026
Ifrah Financial Services, Inc. History Reduced 11,150 858 0.22% 0.22% 512 -313 -2.73% Q4 2025 Jan 22, 2026
Gladstone Institutional Advisory LLC History Added to 11,095 854 0.03% 0.02% 514 +5,025 82.78% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 11,091 854 0.02% 0.01% 513 +3,716 50.39% Q4 2025 Feb 02, 2026
F&V Capital Management, LLC History No change 10,950 843 0.18% 0.18% 515 0 0.0% Q4 2025 Mar 26, 2026
Total Clarity Wealth Management, Inc. History New 10,945 842 0.2% — 516 +10,945 New Q4 2025 Feb 02, 2026
SUTTON PLACE INVESTORS LLC History Added to 10,904 839 0.46% 0.24% 517 +5,280 93.88% Q4 2025 Jan 21, 2026
Heritage Family Offices, LLP History New 10,815 832 0.38% — 518 +10,815 New Q4 2025 Jan 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 10,771 829 0.05% 0.03% 519 +5,363 99.17% Q4 2025 Feb 11, 2026
Foundry Financial LLC History New 10,623 818 0.43% — 520 +10,623 New Q4 2025 Feb 17, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 10,472 806 0.22% 0.27% 521 -666 -5.98% Q4 2025 Feb 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 10,343 796 0.04% 0.02% 522 +5,571 116.74% Q4 2025 Jan 13, 2026
Dentgroup LLC History Added to 10,335 796 0.55% 0.5% 523 +21 0.2% Q4 2025 Jan 28, 2026
MGO ONE SEVEN LLC History Added to 10,203 785 0.02% 0.01% 524 +7,125 231.48% Q4 2025 Feb 03, 2026
Atlas Wealth LLC History No change 10,192 784 0.24% 0.25% 525 0 0.0% Q4 2025 Feb 05, 2026
CITIZENS & NORTHERN CORP History No change 10,143 781 0.19% 0.19% 526 0 0.0% Q4 2025 Jan 28, 2026
Sensible Money, LLC History Reduced 10,048 773 0.25% 0.26% 527 -7 -0.07% Q4 2025 Feb 09, 2026
North Ridge Wealth Advisors, Inc. History Added to 10,001 770 0.43% 0.43% 528 +13 0.13% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 9,470 769 0.02% 0.04% 529 -5,317 -35.96% Q4 2025 Jan 23, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 9,965 768 0.01% 0.01% 530 +1,681 20.29% Q4 2025 Feb 10, 2026
DIXON FNANCIAL SERVICES, INC. History No change 9,908 763 0.34% 0.34% 531 0 0.0% Q4 2025 Jan 15, 2026
Pacific Excel Wealth Advisors, Inc. History New 9,831 757 1.43% — 533 +9,831 New Q4 2025 Feb 18, 2026
Orion Capital Management LLC History Added to 9,836 757 0.25% 0.25% 532 +193 2.0% Q4 2025 Feb 03, 2026
Brooklyn Investment Group History New 9,757 751 0.03% — 534 +9,757 New Q4 2025 Feb 12, 2026
Callan Family Office, LLC History No change 9,585 738 0.02% 0.02% 535 0 0.0% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 9,560 736 0.17% — 536 +9,560 New Q4 2025 Mar 23, 2026
Kuhn & Co Investment Counsel History Added to 9,553 735 0.49% 0.53% 537 +659 7.41% Q4 2025 Feb 09, 2026
Hoxton Planning & Management, LLC History Added to 9,530 734 0.22% 0.22% 538 +305 3.31% Q4 2025 Feb 11, 2026
Targeted Financial Services LLC History New 9,360 720 0.62% — 539 +9,360 New Q4 2025 Mar 03, 2026
Sunpointe, LLC History No change 9,306 716 0.24% 0.25% 540 0 0.0% Q4 2025 Jan 23, 2026
PLANWISER FINANCIAL, LLC History Reduced 8,709 711 0.53% 2.67% 541 -34,316 -79.76% Q4 2025 Feb 13, 2026
Belleair Asset Management, LLC History New 8,964 690 0.66% — 543 +8,964 New Q4 2025 Jan 30, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 8,970 690 0.08% 0.06% 542 +1,314 17.16% Q4 2025 Jan 29, 2026
IFG Advisory, LLC History Added to 8,930 687 0.03% 0.03% 544 +997 12.57% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 8,866 682 0.03% 0.03% 546 -79 -0.88% Q4 2025 Feb 17, 2026
Haverford Financial Services, Inc. History No change 8,855 682 0.19% 0.19% 545 0 0.0% Q4 2025 Feb 13, 2026
Cassilly Financial Group LLC History New 8,845 681 0.6% — 547 +8,845 New Q4 2025 Jan 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 8,669 667 0.23% 0.24% 548 -271 -3.03% Q4 2025 Feb 09, 2026
Parkwoods Wealth Partners, LLC History Added to 8,650 666 0.2% 0.19% 549 +1,116 14.81% Q4 2025 Jan 15, 2026
Cloud Capital Management, LLC History Added to 8,609 663 0.31% 0.31% 550 +670 8.44% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History New 8,599 662 0.01% — 551 +8,599 New Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 8,473 652 0.0% 0.0% 552 +8,273 4136.5% Q4 2025 Feb 12, 2026
Beacon Financial Advisory LLC History Added to 8,461 651 0.15% 0.09% 553 +3,356 65.74% Q4 2025 Feb 17, 2026
Crusonia Wealth Advisors LLC History New 8,400 646 0.14% — 554 +8,400 New Q4 2025 Feb 18, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 8,282 637 0.38% 0.42% 555 -730 -8.1% Q4 2025 Feb 13, 2026
KICKSTAND VENTURES, LLC. History Added to 8,231 633 0.13% 0.05% 556 +5,248 175.93% Q4 2025 Jan 29, 2026
CogentBlue Wealth Advisors, LLC History Reduced 8,016 617 0.42% 0.42% 557 -144 -1.76% Q4 2025 Jan 16, 2026
D. E. Shaw & Co., Inc. History No change 7,965 613 0.0% 0.0% 558 0 0.0% Q4 2025 Feb 17, 2026
Catalina Capital Group, LLC History New 7,793 600 0.36% — 559 +7,793 New Q4 2025 Jan 16, 2026
Ameritas Advisory Services, LLC History Reduced 7,729 595 0.02% 0.04% 560 -326 -4.05% Q4 2025 Feb 04, 2026
Caprock Group, LLC History Added to 7,722 594 0.01% 0.01% 561 +16 0.21% Q4 2025 Jan 28, 2026
Total Wealth Planning, LLC History Reduced 7,672 590 1.26% 0.97% 562 -104,379 -93.15% Q4 2025 Feb 13, 2026
Centurion Wealth Management LLC History New 7,633 587 0.13% — 563 +7,633 New Q4 2025 Jan 14, 2026
FLAGSTAR ADVISORS INC History Added to 7,618 586 0.2% 0.17% 564 +86 1.14% Q4 2025 Jan 13, 2026
Ridgeline Wealth, LLC History Added to 7,470 575 0.4% 0.41% 565 +50 0.67% Q4 2025 Jan 08, 2026
Abacus Planning Group, Inc. History Added to 7,442 573 0.08% 0.07% 566 +249 3.46% Q4 2025 Jan 16, 2026
DOVER ADVISORS, LLC History Added to 7,416 571 0.22% 0.21% 568 +332 4.69% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 7,421 571 0.03% 0.03% 567 -39 -0.52% Q4 2025 Jan 26, 2026
Bison Wealth, LLC History New 7,081 559 0.06% — 569 +7,081 New Q4 2025 Mar 24, 2026
Fortis Capital Management LLC History New 6,990 538 0.07% — 570 +6,990 New Q4 2025 Feb 13, 2026
Fort Point Capital Partners LLC History Added to 6,571 536 0.06% 0.06% 571 +100 1.55% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 6,900 531 0.0% 0.0% 572 -5,600 -44.8% Q4 2025 Feb 12, 2026
Evanson Asset Management, LLC History Added to 6,892 530 0.03% 0.03% 573 +84 1.23% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 6,831 527 0.04% 0.01% 574 +4,235 163.14% Q4 2025 Jan 15, 2026
Investmark Advisory Group LLC History Added to 6,712 517 0.22% 0.21% 575 +121 1.84% Q4 2025 Jan 28, 2026
Brio Consultants, LLC History New 6,703 516 0.07% — 576 +6,703 New Q4 2025 Feb 04, 2026
VANGUARD GROUP INC History Added to 6,698 515 0.0% 0.0% 577 +289 4.51% Q4 2025 Jan 29, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 6,606 508 0.36% 0.38% 578 -181 -2.67% Q4 2025 Jan 07, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 6,581 506 0.11% 0.09% 580 +3,134 90.92% Q4 2025 Feb 12, 2026
Lauterbach Financial Advisors, LLC History Added to 6,574 506 0.25% 0.24% 579 +296 4.71% Q4 2025 Feb 13, 2026
Integrity Wealth Solutions LLC History Added to 6,522 502 0.2% 0.18% 581 +1,017 18.47% Q4 2025 Feb 02, 2026
Fortress Financial Solutions, LLC History Added to 6,478 498 0.51% 0.42% 582 +1,333 25.91% Q4 2025 Jan 23, 2026
USAdvisors Wealth Management, LLC History Added to 6,429 495 0.16% 0.16% 583 +195 3.13% Q4 2025 Feb 05, 2026
Compass Ion Advisors, LLC History Added to 6,339 488 0.05% 0.04% 584 +191 3.11% Q4 2025 Jan 29, 2026
UMB Bank, n.a. History Reduced 6,250 481 0.01% 0.01% 585 -80 -1.26% Q4 2025 Feb 13, 2026
Peak Planning Group, LLC History New 6,228 479 0.13% — 586 +6,228 New Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 6,136 472 0.01% 0.01% 587 +1,666 37.27% Q4 2025 Jan 14, 2026
OMNI 360 Wealth, Inc. History New 5,786 468 0.24% — 588 +5,786 New Q4 2025 Jan 29, 2026
CWA Asset Management Group, LLC History No change 5,992 461 0.02% 0.02% 589 0 0.0% Q4 2025 Jan 07, 2026
Foster Group, Inc. History Reduced 5,965 459 0.01% 0.01% 590 -87 -1.44% Q4 2025 Jan 12, 2026
Cambridge Financial Group, LLC History Added to 7,533 455 0.16% 0.18% 591 +46 0.61% Q4 2025 Jan 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 5,263 450 0.13% 0.09% 592 +1,711 48.17% Q4 2025 Feb 10, 2026
Squire Investment Management Company, LLC History Reduced 5,678 437 0.13% 0.14% 593 -160 -2.74% Q4 2025 Jan 22, 2026
Accurate Wealth Management, LLC History Added to 5,395 431 0.05% 0.05% 594 +727 15.57% Q4 2025 Jan 14, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 5,599 431 0.23% 0.24% 595 0 0.0% Q4 2025 Feb 02, 2026
Decker Retirement Planning Inc. History Added to 5,579 429 0.21% 0.23% 596 +3 0.05% Q4 2025 Jan 26, 2026
Brown Financial Advisory History No change 5,559 428 0.22% 0.22% 597 0 0.0% Q4 2025 Jan 29, 2026
Milestone Asset Management Group, LLC History Added to 5,534 426 0.24% 0.22% 598 +848 18.1% Q4 2025 Feb 03, 2026
Santori & Peters, Inc. History Added to 5,430 418 0.14% 0.13% 599 +478 9.65% Q4 2025 Jan 15, 2026
Family Investment Center, Inc. History Added to 5,414 416 0.08% 0.08% 600 +26 0.48% Q4 2025 Jan 23, 2026
CULLEN/FROST BANKERS, INC. History Added to 5,335 410 0.0% 0.0% 601 +4,475 520.35% Q4 2025 Feb 06, 2026
Aprio Wealth Management, LLC History Added to 5,325 410 0.02% 0.04% 602 +13 0.24% Q4 2025 Jan 29, 2026
GC Wealth Management RIA, LLC History No change 5,302 408 0.01% 0.01% 603 0 0.0% Q4 2025 Jan 30, 2026
Thayer Financial, L.L.C. History New 5,265 405 0.43% — 604 +5,265 New Q4 2025 Jan 12, 2026
Magnus Financial Group LLC History Added to 5,213 401 0.03% 0.02% 605 +2,076 66.18% Q4 2025 Jan 07, 2026
Gallagher Fiduciary Advisors, LLC History Added to 5,109 393 0.01% 0.01% 606 +1,412 38.19% Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History New 5,100 392 0.04% — 607 +5,100 New Q4 2025 Feb 10, 2026
Madrid Wealth Management, LLC History New 5,017 386 0.31% — 608 +5,017 New Q4 2025 Feb 02, 2026
FIRST TRUST ADVISORS LP History Added to 4,970 382 0.0% 0.0% 609 +1,962 65.23% Q4 2025 Feb 13, 2026
Safe Harbor Wealth Advisors, LLC History New 4,414 379 0.37% — 610 +4,414 New Q4 2025 Feb 13, 2026
Operose Advisors LLC History Added to 4,879 375 0.09% 0.02% 612 +3,866 381.64% Q4 2025 Feb 10, 2026
Austin Asset Management Co Inc History Reduced 4,879 375 0.06% 0.09% 611 -1,367 -21.89% Q4 2025 Feb 04, 2026
Belpointe Asset Management LLC History New 4,839 372 0.01% — 613 +4,839 New Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History New 4,839 372 0.05% — 614 +4,839 New Q4 2025 Jan 27, 2026
StrongBox Wealth, LLC History New 4,829 371 0.12% — 615 +4,829 New Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 4,778 368 0.0% 0.0% 616 +416 9.54% Q4 2025 Feb 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 4,690 361 0.17% — 617 +4,690 New Q4 2025 Feb 17, 2026
M1 Capital Management LLC History New 4,629 356 0.15% — 618 +4,629 New Q4 2025 Feb 13, 2026
MBE Wealth Management, LLC History Added to 4,609 354 0.15% 0.13% 619 +590 14.68% Q4 2025 Jan 21, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 4,569 351 0.33% — 620 +4,569 New Q4 2025 Feb 19, 2026
Parkway Wealth Management Group, LLC History New 4,534 349 0.05% — 621 +4,534 New Q4 2025 Feb 10, 2026
Fulcrum Equity Management History New 4,531 348 0.33% — 622 +4,531 New Q4 2025 Jan 06, 2026
Saxony Capital Management, LLC History No change 4,500 346 0.21% 0.22% 623 0 0.0% Q4 2025 Jan 15, 2026
GatePass Capital, LLC History New 4,464 343 0.18% — 624 +4,464 New Q4 2025 Feb 09, 2026
PFG Investments, LLC History New 4,439 341 0.02% — 625 +4,439 New Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Added to 4,388 337 0.0% 0.0% 626 +5 0.11% Q4 2025 Jan 30, 2026
Resurgent Financial Advisors LLC History New 4,296 330 0.17% — 627 +4,296 New Q4 2025 Feb 12, 2026
Kaufman Rossin Wealth, LLC History Reduced 4,281 329 0.17% 0.19% 629 -353 -7.62% Q4 2025 Jan 14, 2026
M&T BANK CORP History Added to 4,280 329 0.0% 0.0% 628 +97 2.32% Q4 2025 Jan 30, 2026
Nemes Rush Group LLC History Added to 4,211 324 0.03% 0.03% 630 +782 22.81% Q4 2025 Feb 11, 2026
Vantus Wealth LLC History New 4,200 323 0.24% — 632 +4,200 New Q4 2025 Feb 10, 2026
RDA Financial Network History Added to 4,199 323 0.08% 0.08% 631 +37 0.89% Q4 2025 Jan 06, 2026
VICUS CAPITAL History Reduced 4,137 318 0.02% 0.02% 633 -51 -1.22% Q4 2025 Jan 22, 2026
Moisand Fitzgerald Tamayo, LLC History No change 4,140 318 0.04% 0.04% 634 0 0.0% Q4 2025 Jan 14, 2026
ASPIRIANT, LLC History No change 4,083 314 0.01% 0.01% 635 0 0.0% Q4 2025 Jan 20, 2026
Millington Financial Advisors, LLC History New 3,681 311 0.14% — 636 +3,681 New Q4 2025 Feb 09, 2026
CONTINUUM WEALTH ADVISORS, LLC History New 4,028 310 0.12% — 637 +4,028 New Q4 2025 Feb 04, 2026
HAZLETT, BURT & WATSON, INC. History Added to 4,042 309 0.1% 0.01% 638 +3,782 1454.62% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Reduced 4,006 308 0.01% 0.01% 639 -108 -2.63% Q4 2025 Feb 11, 2026
Stewardship Advisors, LLC History Reduced 3,847 296 0.07% 0.07% 640 -325 -7.79% Q4 2025 Jan 15, 2026
Cornerstone Capital, Inc. History No change 3,815 293 0.03% 0.03% 641 0 0.0% Q4 2025 Feb 12, 2026
MSH Capital Advisors LLC History New 3,750 288 0.06% — 643 +3,750 New Q4 2025 Feb 09, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 3,750 288 0.03% 0.03% 642 -7 -0.19% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History No change 3,738 287 0.01% 0.01% 644 0 0.0% Q4 2025 Feb 05, 2026
Integrated Wealth Concepts LLC History Added to 3,723 286 0.0% 0.0% 646 +183 5.17% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 3,725 286 0.08% 0.08% 645 0 0.0% Q4 2025 Jan 22, 2026
Beverly Hills Private Wealth, LLC History Reduced 3,703 285 0.05% 0.05% 647 -184 -4.73% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,636 280 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 09, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 3,629 279 0.03% 0.03% 649 +256 7.59% Q4 2025 Feb 18, 2026
Avion Wealth History No change 3,610 278 0.06% 0.06% 650 0 0.0% Q4 2025 Jan 23, 2026
Envision Financial LLC History No change 3,610 278 0.15% 0.16% 651 0 0.0% Q4 2025 Jan 07, 2026
Edge Financial Advisors LLC History Reduced 3,597 277 0.12% 0.15% 652 -904 -20.08% Q4 2025 Jan 28, 2026
Emprise Bank History No change 3,574 275 0.11% 0.12% 653 0 0.0% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Reduced 3,566 274 0.0% 0.0% 654 -56 -1.55% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History New 3,554 273 0.01% — 656 +3,554 New Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Reduced 3,551 273 0.02% 0.02% 655 -191 -5.1% Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Added to 3,531 271 0.04% 0.04% 657 +644 22.31% Q4 2025 Feb 17, 2026
Freedom Investment Management, Inc. History Reduced 3,492 268 0.08% 0.08% 658 -703 -16.76% Q4 2025 Feb 06, 2026
TFO Wealth Partners, LLC History Added to 3,469 267 0.04% 0.04% 659 +5 0.14% Q4 2025 Feb 05, 2026
Atlanta Consulting Group Advisors, LLC History New 3,409 262 0.06% — 661 +3,409 New Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History New 3,402 262 0.02% — 660 +3,402 New Q4 2025 Feb 13, 2026
Argo Wealth Advisory, LLC History New 3,375 259 0.15% — 663 +3,375 New Q4 2025 Jan 26, 2026
Zhang Financial LLC History No change 3,366 259 0.01% 0.01% 662 0 0.0% Q4 2025 Feb 10, 2026
Copley Financial Group, Inc. History Reduced 3,342 257 0.16% 0.18% 664 -98 -2.85% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History New 3,009 256 0.0% — 665 +3,009 New Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History New 3,293 253 0.0% — 666 +3,293 New Q4 2025 Jan 23, 2026
Northwest Capital Management Inc History No change 3,294 253 1.1% 0.26% 667 0 0.0% Q4 2025 Jan 26, 2026
MARSHALL WACE, LLP History New 3,260 251 0.0% — 668 +3,260 New Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,228 248 0.02% 0.02% 669 0 0.0% Q4 2025 Feb 04, 2026
Nova R Wealth, Inc. History New 3,219 247 0.09% — 671 +3,219 New Q4 2025 Jan 14, 2026
Triad Wealth Partners, LLC History Added to 3,214 247 0.02% 0.03% 673 +173 5.69% Q4 2025 Jan 22, 2026
Community Bank, N.A. History Added to 3,216 247 0.03% 0.03% 670 +115 3.71% Q4 2025 Feb 04, 2026
Parcion Private Wealth LLC History No change 3,215 247 0.02% 0.02% 672 0 0.0% Q4 2025 Jan 26, 2026
Porter White Investment Advisors, Inc. History No change 3,186 245 0.1% 0.1% 674 0 0.0% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 3,116 239 0.0% 0.0% 675 -2,553 -45.03% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History New 3,069 236 0.07% — 676 +3,069 New Q4 2025 Feb 06, 2026
Sowell Financial Services LLC History New 3,056 235 0.01% — 677 +3,056 New Q4 2025 Jan 21, 2026
BEACON FINANCIAL GROUP History New 3,002 231 0.02% — 678 +3,002 New Q4 2025 Apr 01, 2026
Aspen Capital Management, LLC History Added to 2,930 225 0.06% 0.06% 679 +20 0.69% Q4 2025 Jan 29, 2026
High Net Worth Advisory Group LLC History Added to 2,882 222 0.05% 0.05% 680 +44 1.55% Q4 2025 Jan 23, 2026
Fisher Asset Management, LLC History New 2,879 221 0.0% — 681 +2,879 New Q4 2025 Feb 09, 2026
CLARIS ADVISORS, LLC / MO / History Reduced 2,865 220 0.07% 0.07% 682 -170 -5.6% Q4 2025 Jan 16, 2026
Westside Investment Management, Inc. History Added to 2,837 219 0.04% 0.03% 683 +227 8.7% Q4 2025 Jan 23, 2026
Marks Group Wealth Management, Inc History New 2,822 217 0.02% — 684 +2,822 New Q4 2025 Feb 11, 2026
Exeter Financial, LLC History New 2,802 215 0.09% — 685 +2,802 New Q4 2025 Jan 07, 2026
Generations Wealth, LLC History New 2,802 215 0.22% — 686 +2,802 New Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History Added to 2,766 213 0.01% 0.01% 687 +17 0.62% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 2,726 209 0.0% — 688 +2,726 New Q4 2025 Feb 12, 2026
Golden State Equity Partners History New 2,660 204 0.03% — 691 +2,660 New Q4 2025 Jan 29, 2026
Arrowroot Family Office, LLC History New 2,659 204 0.07% — 692 +2,659 New Q4 2025 Feb 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 2,656 204 0.02% — 690 +2,656 New Q4 2025 Jan 23, 2026
Gotham Asset Management, LLC History New 2,654 204 0.0% — 689 +2,654 New Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History New 2,634 202 0.02% — 693 +2,634 New Q4 2025 Jan 22, 2026
HUNTINGTON NATIONAL BANK History Added to 2,575 198 0.0% 0.0% 694 +1,831 246.1% Q4 2025 Feb 09, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,400 184 0.01% 0.01% 695 0 0.0% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History No change 2,265 174 0.02% 0.01% 696 0 0.0% Q4 2025 Jan 26, 2026
Kennebec Savings Bank History Reduced 2,237 172 0.15% 0.15% 697 -39 -1.71% Q4 2025 Jan 22, 2026
SageView Advisory Group, LLC History New 1,771 136 0.0% — 698 +1,771 New Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 1,754 135 0.13% — 699 +1,754 New Q4 2025 Jan 30, 2026
Clarity Asset Management, Inc. History Added to 1,656 127 0.07% 0.07% 700 +6 0.36% Q4 2025 Feb 13, 2026
Tidemark, LLC History Reduced 1,647 126 0.04% 0.04% 701 -235 -12.49% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Reduced 1,427 113 0.01% 0.01% 702 -96 -6.3% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,413 108 0.0% 0.0% 703 -709 -33.41% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 1,356 104 0.0% 0.0% 704 +140 11.51% Q4 2025 Feb 12, 2026
TFC Financial Management, Inc. History No change 1,327 102 0.01% 0.01% 705 0 0.0% Q4 2025 Jan 23, 2026
RHL GROUP, LLC History New 1,262 97 0.08% — 707 +1,262 New Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,266 97 0.02% 0.02% 706 0 0.0% Q4 2025 Jan 23, 2026
Running Point Capital Advisors, LLC History No change 1,197 92 0.03% 0.02% 708 0 0.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History No change 1,200 89 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 27, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,093 84 0.01% 0.01% 710 0 0.0% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 1,078 83 0.0% 0.0% 711 +326 43.35% Q4 2025 Jan 14, 2026
Trust Co History New 1,061 81 0.01% — 712 +1,061 New Q4 2025 Jan 15, 2026
LGT Financial Advisors LLC History Reduced 1,037 79 0.48% 0.17% 713 -3 -0.29% Q4 2025 Feb 13, 2026
Strive Financial Group ,LLC History New 860 66 0.03% — 714 +860 New Q4 2025 Feb 18, 2026
CVA Family Office, LLC History Reduced 854 65 0.01% 0.01% 715 -30 -3.39% Q4 2025 Jan 12, 2026
MeadowBrook Investment Advisors LLC History New 838 64 0.05% — 716 +838 New Q4 2025 Jan 14, 2026
CX Institutional History Added to 823 63 0.0% 0.0% 717 +13 1.6% Q4 2025 Feb 02, 2026
WealthShield Partners, LLC History No change 800 61 0.01% 0.01% 718 0 0.0% Q4 2025 Feb 03, 2026
WEBSTER BANK, N. A. History No change 764 58 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 703 54 0.04% 0.02% 720 +476 209.69% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 700 53 0.0% 0.0% 721 +2 0.29% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 669 51 0.0% 0.0% 722 -381 -36.29% Q4 2025 Jan 28, 2026
Financial Freedom, LLC History New 655 50 0.02% — 723 +655 New Q4 2025 Feb 17, 2026
Motiv8 Investments LLC History New 612 47 0.03% — 724 +612 New Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 553 43 0.0% 0.0% 725 +183 49.46% Q4 2025 Feb 09, 2026
Team Financial Group, LLC History Added to 557 42 0.02% 0.01% 726 +361 184.18% Q4 2025 Jan 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 508 39 0.0% 0.0% 727 -325 -39.02% Q4 2025 Feb 03, 2026
CNB Bank History No change 477 36 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 11, 2026
MidAtlantic Capital Management, Inc. History New 465 35 0.02% — 729 +465 New Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Reduced 435 33 0.0% 0.0% 731 -345 -44.23% Q4 2025 Jan 16, 2026
ROTHSCHILD INVESTMENT LLC History Added to 439 33 0.0% 0.0% 730 +289 192.67% Q4 2025 Feb 10, 2026
Tanglewood Legacy Advisors, LLC History No change 435 33 0.01% 0.01% 732 0 0.0% Q4 2025 Feb 06, 2026
NorthAvenue LLC History New 413 31 0.03% — 733 +413 New Q4 2025 Apr 02, 2026
TD Capital Management LLC History Added to 394 30 0.0% 0.0% 734 +6 1.55% Q4 2025 Feb 26, 2026
American Capital Advisory, LLC History No change 397 30 0.01% 0.01% 735 0 0.0% Q4 2025 Jan 30, 2026
GAMMA Investing LLC History Reduced 377 29 0.0% 0.0% 736 -22 -5.51% Q4 2025 Jan 05, 2026
BFSG, LLC History No change 369 28 0.0% 0.0% 737 0 0.0% Q4 2025 Jan 22, 2026
Bank of New Hampshire History New 348 26 0.01% — 738 +348 New Q4 2025 Mar 16, 2026
TSFG, LLC History No change 307 24 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 04, 2026
GHP Investment Advisors, Inc. History New 299 23 0.0% — 740 +299 New Q4 2025 Jan 27, 2026
Key FInancial Inc History Added to 302 23 0.0% — 742 +296 4933.33% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Reduced 299 23 0.0% 0.0% 741 -243 -44.83% Q4 2025 Feb 17, 2026
Comprehensive Financial Planning, Inc./PA History Added to 308 23 0.02% 0.02% 743 +4 1.32% Q4 2025 Feb 11, 2026
Triumph Capital Management History New 292 22 0.0% — 744 +292 New Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 284 21 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 12, 2026
Measured Wealth Private Client Group, LLC History New 263 20 0.01% — 746 +263 New Q4 2025 Feb 10, 2026
MCGUIRE CAPITAL ADVISORS INC History New 237 18 0.01% — 747 +237 New Q4 2025 Feb 19, 2026
Plante Moran Financial Advisors, LLC History Reduced 220 16 0.0% 0.0% 748 -313 -58.72% Q4 2025 Feb 05, 2026
Godfrey Financial Associates, Inc. History New 214 16 0.01% — 751 +214 New Q4 2025 Feb 10, 2026
Ancora Advisors LLC History No change 220 16 0.0% 0.0% 749 0 0.0% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History No change 213 16 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 10, 2026
ORG Wealth Partners, LLC History Added to 201 15 0.0% 0.0% 752 +53 35.81% Q4 2025 Jan 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 191 14 0.0% — 754 +191 New Q4 2025 Jan 07, 2026
FIRST COMMUNITY TRUST NA History No change 187 14 0.01% 0.01% 753 0 0.0% Q4 2025 Jan 16, 2026
FAS Wealth Partners, Inc. History Reduced 181 13 0.0% 0.0% 755 -196 -51.99% Q4 2025 Feb 18, 2026
SHP Wealth Management History New 180 13 0.0% — 757 +180 New Q4 2025 Mar 04, 2026
MCF Advisors LLC History New 173 13 0.0% — 756 +173 New Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 170 13 0.01% 0.01% 758 0 0.0% Q4 2025 Feb 05, 2026
OPTIMA CAPITAL LLC History New 159 12 0.01% — 760 +159 New Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History No change 165 12 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 14, 2026
GGM Financials LLC History Added to 150 11 0.01% 0.01% 761 +2 1.35% Q4 2025 Feb 04, 2026
Raleigh Capital Management Inc. History New 140 10 0.0% — 762 +140 New Q4 2025 Jan 21, 2026
Signature Equity Partners, LLC History New 127 9 0.0% — 763 +127 New Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 114 8 0.0% 0.0% 764 -359 -75.9% Q4 2025 Jan 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 106 8 0.0% 0.01% 765 -43 -28.86% Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 99 7 0.01% — 767 +99 New Q4 2025 Jan 26, 2026
S&T BANK/PA History No change 97 7 0.0% 0.0% 766 0 0.0% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Added to 82 6 0.0% 0.0% 768 +38 86.36% Q4 2025 Feb 17, 2026
TRUST CO OF VERMONT History New 75 5 0.0% — 769 +75 New Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History Reduced 74 5 0.0% 0.0% 770 -3 -3.9% Q4 2025 Feb 05, 2026
ELEVATE WEALTH ADVISORY, INC History No change 58 4 0.0% 0.0% 771 0 0.0% Q4 2025 Jan 27, 2026
EASTERN BANK History New 46 3 0.0% — 772 +46 New Q4 2025 Jan 14, 2026
Capital Investment Advisory Services, LLC History No change 46 3 0.0% 0.0% 773 0 0.0% Q4 2025 Jan 21, 2026
Networth Advisors, LLC History New 33 2 0.0% — 777 +33 New Q4 2025 Jan 22, 2026
Johnson Financial Group, Inc. History New 31 2 0.0% — 774 +31 New Q4 2025 Feb 12, 2026
Horizon Investments, LLC History New 31 2 0.0% — 775 +31 New Q4 2025 Feb 02, 2026
Glassman Wealth Services History No change 36 2 0.0% 0.0% 776 0 0.0% Q4 2025 Jan 28, 2026
Reyes Financial Architecture, Inc. History New 17 1 0.0% — 781 +17 New Q4 2025 Jan 26, 2026
Greenline Wealth Management LLC History New 17 1 0.0% — 782 +17 New Q4 2025 Feb 13, 2026
Investors Research Corp History New 15 1 0.0% — 779 +15 New Q4 2025 Jan 06, 2026
Cornerstone Planning Group LLC History New 14 1 0.0% — 780 +14 New Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 15 1 0.0% 0.0% 778 0 0.0% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Closed out 0 0 — 1.62% — -1,357,553 -100.0% Q3 2025 Oct 20, 2025
Werba Rubin Papier Wealth Management History Closed out 0 0 — 2.14% — -176,013 -100.0% Q3 2025 Nov 04, 2025
GOLDMAN SACHS GROUP INC History Closed out 0 0 — 0.0% — -109,033 -100.0% Q3 2025 Nov 14, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.04% — -44,913 -100.0% Q3 2025 Nov 06, 2025
Hilltop Holdings Inc. History Closed out 0 0 — 0.18% — -44,482 -100.0% Q3 2025 Nov 14, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 — 0.04% — -32,963 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.1% — -23,719 -100.0% Q3 2025 Oct 21, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -10,300 -100.0% Q3 2025 Nov 14, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.18% — -5,505 -100.0% Q3 2025 Nov 06, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.05% — -5,279 -100.0% Q3 2025 Nov 12, 2025
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -4,123 -100.0% Q3 2025 Nov 04, 2025
SCS Capital Management LLC History Closed out 0 0 — 0.0% — -3,766 -100.0% Q3 2025 Nov 13, 2025
Able Wealth Management LLC History Closed out 0 0 — 0.1% — -3,724 -100.0% Q3 2025 Oct 14, 2025
COMMERCE BANK History Closed out 0 0 — 0.0% — -3,029 -100.0% Q3 2025 Nov 12, 2025
NewSquare Capital LLC History Closed out 0 0 — 0.01% — -2,799 -100.0% Q3 2025 Nov 12, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 — 0.01% — -2,337 -100.0% Q3 2025 Nov 12, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.03% — -1,919 -100.0% Q3 2025 Nov 14, 2025
North Capital, Inc. History Closed out 0 0 — 0.08% — -1,348 -100.0% Q3 2025 Oct 09, 2025