Dimensional ETF Trust - DFAI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PRUDENTIAL FINANCIAL INC History Reduced 14,695,589 560,048 0.68% 0.7% 1 -1,415,634 -8.79% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 11,001,558 419,269 5.4% 5.43% 2 -80,373 -0.73% Q4 2025 Feb 09, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 10,028,930 382,202 0.11% 0.1% 3 +77,870 0.78% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,622,081 328,587 0.02% 0.02% 4 +443,143 5.42% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 8,363,568 316,653 1.66% 1.87% 5 +315,442 3.92% Q4 2025 Feb 17, 2026
SYM FINANCIAL Corp History Reduced 6,608,532 251,851 25.87% 26.04% 6 -87,889 -1.31% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 6,179,982 235,519 0.03% 0.03% 7 +488,144 8.58% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 5,216,100 198,786 0.03% — 8 +5,216,100 New Q4 2025 Feb 17, 2026
UBS Group AG History Added to 3,984,535 151,850 0.02% 0.02% 9 +102,846 2.65% Q4 2025 Jan 29, 2026
Root Financial Partners, LLC History Added to 3,968,477 151,238 7.73% 8.47% 10 +189,283 5.01% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 3,858,052 147,032 0.18% 0.17% 11 +313,404 8.84% Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 3,627,710 138,252 15.61% 15.39% 12 +34,388 0.96% Q4 2025 Jan 14, 2026
Vise Technologies, Inc. History Added to 3,408,299 129,890 2.54% 1.12% 13 +2,575,960 309.48% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 3,320,899 126,559 0.03% 0.03% 14 +360,120 12.16% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 3,315,153 126,195 0.17% 0.05% 15 +2,403,311 263.57% Q4 2025 Mar 09, 2026
Pure Financial Advisors, LLC History Added to 2,997,998 114,253 20.77% 1.73% 16 +17,256 0.58% Q4 2025 Mar 04, 2026
One Capital Management, LLC History Added to 2,820,648 107,494 3.25% 3.03% 17 +204,090 7.8% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Added to 2,707,178 103,170 1.01% 0.99% 18 +43,321 1.63% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Added to 2,681,334 102,185 1.91% 1.75% 19 +308,301 12.99% Q4 2025 Feb 06, 2026
Sequoia Financial Advisors, LLC History Added to 2,654,500 101,162 0.56% 0.56% 20 +126,096 4.99% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 2,652,589 101,090 1.27% 1.25% 21 +23,029 0.88% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Added to 2,508,968 95,616 0.1% 0.1% 22 +41,651 1.69% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Reduced 2,288,109 87,199 0.1% 0.14% 23 -54,422 -2.32% Q4 2025 Feb 13, 2026
Marquette Asset Management, LLC History Added to 2,205,032 84,033 12.41% 12.19% 24 +13,861 0.63% Q4 2025 Jan 16, 2026
Cetera Investment Advisers History Added to 2,094,912 79,837 0.09% 0.03% 25 +1,349,024 180.86% Q4 2025 Feb 17, 2026
MASECO LLP History Added to 2,067,454 78,821 3.43% 3.43% 26 +121,982 6.27% Q4 2025 Jan 22, 2026
Wealthspire Advisors, LLC History Reduced 2,047,512 78,030 0.62% 0.41% 27 -117,788 -5.44% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 1,978,765 75,410 2.23% 4.33% 28 +87,989 4.65% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,925,835 75,049 0.1% 0.1% 29 +32,243 1.7% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Added to 1,963,369 74,824 0.52% 0.09% 30 +1,671,881 573.57% Q4 2025 Feb 18, 2026
EP Wealth Advisors, LLC History New 1,905,347 72,612 0.38% — 31 +1,905,347 New Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 1,900,000 72,409 0.01% 0.0% 32 +1,100,000 137.5% Q4 2025 Feb 12, 2026
LVZ, Inc. History Reduced 1,863,526 71,018 7.94% 7.7% 33 -1,181 -0.06% Q4 2025 Feb 10, 2026
RAM Investment Partners, LLC History Added to 1,857,465 70,787 12.8% 12.04% 34 +91,875 5.2% Q4 2025 Feb 12, 2026
Zhang Financial LLC History Added to 1,824,816 69,543 2.59% 2.64% 35 +39,270 2.2% Q4 2025 Feb 10, 2026
Berman McAleer LLC History Added to 1,794,381 68,383 9.34% 8.79% 36 +66,137 3.83% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,783,798 67,980 0.83% 0.97% 37 -552,118 -23.64% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,755,694 66,909 0.09% 0.08% 38 +122,888 7.53% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,729,901 65,926 0.04% 0.04% 39 +69,092 4.16% Q4 2025 Feb 10, 2026
Financial Management Professionals, Inc. History Reduced 1,664,646 63,439 6.54% 6.42% 40 -31,613 -1.86% Q4 2025 Jan 27, 2026
RVW Wealth, LLC History Reduced 1,494,475 56,954 4.35% 4.26% 41 -6,225 -0.41% Q4 2025 Jan 12, 2026
BRIGHTON JONES LLC History Added to 1,481,005 56,441 2.08% 1.2% 42 +107,583 7.83% Q4 2025 Jan 27, 2026
Bedel Financial Consulting, Inc. History Added to 1,458,188 55,571 5.98% 6.68% 43 +19,664 1.37% Q4 2025 Jan 28, 2026
Apollon Wealth Management, LLC History Reduced 1,432,482 54,591 0.95% 0.93% 44 -810 -0.06% Q4 2025 Jan 22, 2026
McIlrath & Eck, LLC History Added to 1,395,818 53,194 4.94% 5.18% 45 +16,884 1.22% Q4 2025 Feb 03, 2026
Wealth Dimensions Group, Ltd. History Added to 1,370,853 52,243 10.37% 9.66% 46 +77,940 6.03% Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Added to 1,321,376 52,141 3.38% 3.09% 47 +98,432 8.05% Q4 2025 Jan 23, 2026
Pioneer Wealth Management Group History Added to 1,320,003 50,305 15.27% 14.74% 48 +63,481 5.05% Q4 2025 Jan 12, 2026
First National Advisers, LLC History Added to 1,267,804 48,316 6.64% 6.04% 49 +42,576 3.47% Q4 2025 Feb 04, 2026
Great Point Wealth Advisors, LLC History Reduced 1,221,532 46,552 8.5% 8.63% 50 -41,975 -3.32% Q4 2025 Jan 26, 2026
Aquire Wealth Advisors, LLC History Reduced 1,207,997 46,036 11.97% 11.18% 51 -41,325 -3.31% Q4 2025 Jan 07, 2026
Spinnaker Investment Group, LLC History Added to 1,181,987 45,045 8.17% 8.05% 52 +3,711 0.31% Q4 2025 Jan 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,178,866 44,926 0.07% 0.03% 53 +696,957 144.62% Q4 2025 Feb 18, 2026
Private Advisor Group, LLC History Added to 1,113,323 42,428 0.2% 0.18% 54 +110,164 10.98% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 1,097,089 41,810 1.02% 0.91% 55 +165,730 17.79% Q4 2025 Feb 09, 2026
Arista Wealth Management, LLC History Added to 1,086,178 41,394 5.09% 4.85% 56 +13,032 1.21% Q4 2025 Feb 09, 2026
MATHER GROUP, LLC. History Added to 1,076,494 41,025 0.42% 0.38% 57 +52,999 5.18% Q4 2025 Jan 13, 2026
NewEdge Advisors, LLC History Added to 1,067,780 40,693 0.15% 0.17% 58 +30,127 2.9% Q4 2025 Feb 18, 2026
Prudent Man Investment Management, Inc. History Added to 1,055,531 40,226 13.53% 8.43% 59 +535,373 102.93% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 1,054,858 40,200 0.23% 0.23% 60 +28,430 2.77% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 1,049,261 39,987 0.23% 0.01% 61 +1,013,372 2823.63% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Added to 1,026,796 39,131 0.06% 0.05% 62 +56,781 5.85% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,012,577 38,589 2.17% 2.13% 63 +11,603 1.16% Q4 2025 Jan 14, 2026
Chico Wealth RIA History Added to 972,176 37,049 24.14% 22.79% 64 +49,651 5.38% Q4 2025 Feb 10, 2026
SAX WEALTH ADVISORS, LLC History Added to 959,742 36,575 1.72% 1.73% 65 +75,035 8.48% Q4 2025 Jan 12, 2026
Perigon Wealth Management, LLC History Added to 955,311 36,406 0.65% 0.69% 66 +23,865 2.56% Q4 2025 Jan 16, 2026
Annandale Capital, LLC History Added to 953,684 36,345 4.31% 5.47% 67 +68,042 7.68% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History Added to 942,337 35,912 1.19% 1.14% 68 +91,535 10.76% Q4 2025 Jan 14, 2026
Austin Wealth Management, LLC History Added to 914,820 35,559 5.25% 4.89% 69 +62,971 7.39% Q4 2025 Jan 26, 2026
SC&H Financial Advisors, Inc. History Added to 900,258 34,308 5.31% 5.06% 70 +46,997 5.51% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 894,728 34,268 1.3% 0.01% 71 +892,433 38885.97% Q4 2025 Feb 13, 2026
EARNED WEALTH ADVISORS, LLC History Added to 890,928 33,953 10.95% 0.19% 72 +858,989 2689.47% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 878,847 33,492 0.67% 0.66% 73 -29,757 -3.28% Q4 2025 Feb 05, 2026
Stadion Money Management, LLC History Added to 862,586 32,873 2.66% 1.84% 74 +227,617 35.85% Q4 2025 Feb 17, 2026
Amicus Financial Advisors, LLC History New 858,709 32,725 9.13% — 75 +858,709 New Q4 2025 Mar 02, 2026
LRI Investments, LLC History Reduced 855,347 32,597 2.63% 2.67% 76 -40,678 -4.54% Q4 2025 Feb 04, 2026
Everhart Financial Group, Inc. History Added to 848,859 32,350 3.0% 2.28% 77 +223,537 35.75% Q4 2025 Jan 07, 2026
MML INVESTORS SERVICES, LLC History Added to 848,806 32,348 0.08% 0.08% 78 +23,599 2.86% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History New 824,882 31,436 1.76% — 79 +824,882 New Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 813,229 30,992 0.01% 0.01% 80 +80,996 11.06% Q4 2025 Feb 18, 2026
Betterment LLC History Reduced 811,656 30,932 0.06% 0.06% 81 -19,826 -2.38% Q4 2025 Feb 12, 2026
Crusonia Wealth Advisors LLC History New 804,301 30,651 6.73% — 82 +804,301 New Q4 2025 Feb 18, 2026
Monument Group Wealth Advisors, LLC History Added to 799,679 30,475 16.61% 16.6% 83 +23,903 3.08% Q4 2025 Jan 15, 2026
Baird Financial Group, Inc. History Added to 791,632 30,169 0.05% 0.04% 84 +70,879 9.83% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 784,645 29,902 0.21% 0.21% 85 -3,063 -0.39% Q4 2025 Feb 13, 2026
Joseph Group Capital Management History Reduced 776,235 29,582 7.77% 8.05% 86 -9,354 -1.19% Q4 2025 Jan 30, 2026
Valued Wealth Advisors LLC History Added to 769,808 29,337 12.9% 12.56% 87 +25,127 3.37% Q4 2025 Jan 30, 2026
Physician Wealth Advisors, Inc. History Added to 759,225 28,934 4.03% 3.92% 88 +1,668 0.22% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 752,211 28,666 0.11% — 89 +752,211 New Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 733,079 27,937 3.95% 3.93% 90 +48,570 7.1% Q4 2025 Jan 12, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 727,037 27,707 13.13% 13.0% 91 -11,965 -1.62% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 715,468 27,266 0.44% 0.47% 92 +80,081 12.6% Q4 2025 Mar 12, 2026
Stonehearth Capital Management, LLC History Added to 713,950 27,208 10.07% 9.93% 93 +8,311 1.18% Q4 2025 Jan 13, 2026
Allworth Financial LP History New 713,436 27,189 0.11% — 94 +713,436 New Q4 2025 Feb 05, 2026
Kure Advisory, LLC History Added to 712,657 27,159 15.19% 14.96% 95 +45,806 6.87% Q4 2025 Jan 08, 2026
Creative Planning History Added to 701,795 26,745 0.02% 0.02% 96 +21,145 3.11% Q4 2025 Feb 17, 2026
DecisionPoint Financial, LLC History Reduced 684,213 26,075 5.74% 5.96% 97 -14,135 -2.02% Q4 2025 Jan 29, 2026
Rockefeller Capital Management L.P. History Added to 680,911 25,949 0.05% 0.01% 98 +605,417 801.94% Q4 2025 Mar 16, 2026
AE Wealth Management LLC History Reduced 674,139 25,691 0.15% 0.16% 99 -33,857 -4.78% Q4 2025 Jan 26, 2026
Advisory Alpha, LLC History Added to 668,022 25,458 0.69% 0.66% 100 +19,763 3.05% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 663,248 25,276 0.04% 0.04% 101 +46,003 7.45% Q4 2025 Feb 11, 2026
Curated Wealth Partners LLC History Added to 660,014 25,153 2.72% 2.75% 102 +34,027 5.44% Q4 2025 Jan 12, 2026
Berger Financial Group, Inc History Added to 650,447 24,788 1.43% 1.35% 103 +28,797 4.63% Q4 2025 Jan 27, 2026
Consilium Wealth Advisory, LLC History Added to 640,191 24,397 9.0% 8.01% 104 +69,072 12.09% Q4 2025 Jan 26, 2026
BROGAN FINANCIAL, INC. History Reduced 632,597 24,108 10.54% 10.3% 105 -32,403 -4.87% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 592,456 23,638 0.58% 0.55% 106 +28,669 5.09% Q4 2025 Jan 28, 2026
D.A. DAVIDSON & CO. History Added to 618,769 23,581 0.14% 0.11% 107 +130,495 26.73% Q4 2025 Jan 29, 2026
BWM Planning, LLC History Added to 615,859 23,470 6.27% 6.66% 108 +380 0.06% Q4 2025 Jan 14, 2026
TCP Asset Management, LLC History Added to 610,793 23,277 3.92% 3.86% 109 +16,049 2.7% Q4 2025 Jan 07, 2026
Heritage Wealth Management, Inc./Texas History Added to 607,052 23,134 10.04% 9.69% 110 +2,137 0.35% Q4 2025 Feb 09, 2026
Evanson Asset Management, LLC History Added to 603,362 22,994 1.24% 1.16% 111 +37,448 6.62% Q4 2025 Jan 12, 2026
Plancorp, LLC History Added to 601,293 22,915 0.69% 0.68% 112 +1,787 0.3% Q4 2025 Feb 05, 2026
Allodium Investment Consultants, LLC History Added to 579,132 22,070 11.18% 9.93% 113 +95,139 19.66% Q4 2025 Jan 14, 2026
Forum Private Client Group LLC History Added to 575,380 21,927 7.47% 6.83% 114 +47,831 9.07% Q4 2025 Feb 06, 2026
Fonville Wealth Management LLC History Added to 571,611 21,784 4.45% 4.27% 115 +49,240 9.43% Q4 2025 Jan 23, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 568,967 21,683 5.68% 5.7% 116 -2,831 -0.5% Q4 2025 Feb 06, 2026
AWM CAPITAL, LLC History Reduced 561,088 21,383 1.94% 1.95% 117 -27,528 -4.68% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 560,569 21,363 0.09% 0.08% 118 +83,917 17.61% Q4 2025 Feb 13, 2026
Spectrum Investment Advisors, Inc. History Added to 556,228 21,197 10.62% 10.84% 119 +5,298 0.96% Q4 2025 Jan 28, 2026
Next Level Wealth Planning, LLC History Added to 516,610 19,687 10.48% 10.31% 120 +14,482 2.88% Q4 2025 Jan 26, 2026
Essential Planning, LLC. History Reduced 510,887 19,469 6.21% 6.54% 121 -11,758 -2.25% Q4 2025 Jan 15, 2026
Dynamic Advisor Solutions LLC History Reduced 503,402 19,184 0.62% 0.67% 122 -134,671 -21.11% Q4 2025 Jan 09, 2026
Allegiance Financial Group Advisory Services LLC History Added to 501,378 19,107 4.02% 3.93% 123 +31,073 6.61% Q4 2025 Feb 03, 2026
Financial Alternatives, Inc History Added to 498,169 18,985 11.04% 10.5% 124 +21,058 4.41% Q4 2025 Feb 04, 2026
BUILDER INVESTMENT GROUP INC /ADV History Added to 495,879 18,897 4.08% 3.9% 125 +17,921 3.75% Q4 2025 Jan 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 495,769 18,894 0.05% 0.05% 126 +33,444 7.23% Q4 2025 Feb 05, 2026
Vermillion & White Wealth Management Group, LLC History Added to 481,178 18,370 9.99% 9.8% 127 +7,471 1.58% Q4 2025 Feb 18, 2026
STIFEL FINANCIAL CORP History Added to 480,890 18,326 0.02% 0.01% 128 +54,910 12.89% Q4 2025 Feb 13, 2026
Wealthquest Corp History Added to 479,202 18,262 1.38% 1.35% 129 +14,331 3.08% Q4 2025 Feb 09, 2026
SouthState Bank Corp History Reduced 475,153 18,108 0.81% 0.85% 130 -31,518 -6.22% Q4 2025 Feb 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 452,570 17,772 0.83% 0.99% 131 -17,724 -3.77% Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 443,947 16,918 0.03% 0.04% 132 -75,873 -14.6% Q4 2025 Feb 17, 2026
Advantage Trust Co History Added to 443,641 16,907 7.62% 7.21% 133 +4,797 1.09% Q4 2025 Jan 29, 2026
CPA Asset Management Group, LLC History Added to 431,657 16,450 5.77% 5.53% 134 +36,974 9.37% Q4 2025 Jan 13, 2026
Colorado Capital Management, Inc. History Added to 424,667 16,184 6.08% 5.9% 135 +5,246 1.25% Q4 2025 Jan 23, 2026
Quantum Financial Advisors, LLC History Reduced 418,840 15,961 1.79% 1.9% 136 -9,412 -2.2% Q4 2025 Jan 12, 2026
OKABENA INVESTMENT SERVICES INC History No change 410,787 15,655 2.99% 2.9% 137 0 0.0% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Added to 409,538 15,607 0.03% 0.03% 138 +31,755 8.41% Q4 2025 Feb 12, 2026
Oak Wealth Advisors LLC History Reduced 407,982 15,548 8.93% 8.64% 139 -859 -0.21% Q4 2025 Feb 11, 2026
AlTi Global, Inc. History No change 407,186 15,517 0.33% 0.35% 140 0 0.0% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Added to 402,622 15,343 4.1% 3.42% 141 +60,500 17.68% Q4 2025 Jan 23, 2026
Note Advisors, LLC History Added to 387,968 15,309 7.85% 7.59% 142 +37,003 10.54% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Added to 397,777 15,159 0.02% 0.01% 143 +111,419 38.91% Q4 2025 Feb 02, 2026
Envision Financial Planning, LLC History Reduced 396,380 15,106 5.71% 6.24% 144 -8,539 -2.11% Q4 2025 Feb 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 394,707 15,025 1.94% 2.0% 145 +3,070 0.78% Q4 2025 Feb 04, 2026
PINNACLE ASSOCIATES LTD History No change 392,029 14,940 0.19% 0.19% 146 0 0.0% Q4 2025 Feb 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 391,729 14,928 1.03% 1.07% 147 0 0.0% Q4 2025 Feb 02, 2026
Diversified Portfolios, Inc. History Reduced 391,367 14,914 1.24% 1.32% 148 -18,901 -4.61% Q4 2025 Feb 09, 2026
Charter Capital Management, LLC\DE History Added to 390,347 14,876 7.68% 7.48% 149 +8,783 2.3% Q4 2025 Jan 22, 2026
tru Independence LLC History Added to 389,220 14,833 3.74% 3.55% 150 +12,864 3.42% Q4 2025 Jan 22, 2026
CURIO WEALTH, LLC History Added to 386,941 14,827 5.25% 4.99% 151 +52,589 15.73% Q4 2025 Feb 11, 2026
DeLarme Wealth Management, Inc. History New 388,846 14,818 10.52% — 152 +388,846 New Q4 2025 Jan 26, 2026
Midwest Heritage Bank, FSB History Added to 382,023 14,558 5.02% 4.9% 153 +1,102 0.29% Q4 2025 Feb 04, 2026
Arcadia Wealth Management, Inc. History Added to 378,900 14,439 8.28% 7.88% 154 +22,009 6.17% Q4 2025 Feb 10, 2026
Archvest Wealth Advisors, Inc. History Added to 378,128 14,410 9.2% 12.15% 155 +828 0.22% Q4 2025 Feb 13, 2026
Sterling Wealth Advisors Inc History Reduced 377,335 14,380 8.68% 8.88% 156 -2,717 -0.71% Q4 2025 Jan 26, 2026
Mendota Financial Group, LLC History Added to 372,093 14,180 10.32% 9.79% 157 +11,430 3.17% Q4 2025 Jan 20, 2026
Parkshore Wealth Management, Inc. History Added to 370,585 14,122 5.3% 4.47% 158 +68,729 22.77% Q4 2025 Feb 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 367,406 14,001 1.57% 1.36% 159 +41,217 12.64% Q4 2025 Jan 22, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 367,312 13,998 2.89% 2.86% 160 -3,911 -1.05% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 365,037 13,911 0.44% 0.43% 161 +1,569 0.43% Q4 2025 Jan 30, 2026
Graver Capital Management, LLC History Added to 364,256 13,881 10.97% 10.71% 162 +14,629 4.18% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Added to 359,100 13,685 0.79% 0.71% 163 +38,938 12.16% Q4 2025 Feb 13, 2026
Morling Financial Advisors, LLC History Added to 358,621 13,667 4.29% 4.15% 164 +13,126 3.8% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 354,263 13,500 0.45% 0.48% 165 -23,546 -6.23% Q4 2025 Feb 06, 2026
Modera Wealth Management, LLC History Reduced 353,507 13,472 0.16% 0.17% 166 -42,234 -10.67% Q4 2025 Jan 21, 2026
Employees' Retirement Fund of the City of Fort Worth History New 352,800 13,445 6.02% — 167 +352,800 New Q4 2025 Feb 11, 2026
Fermata Advisors, LLC History Reduced 347,821 13,255 3.18% 3.23% 168 -2,672 -0.76% Q4 2025 Jan 08, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 341,109 12,999 0.81% 0.81% 169 -3,209 -0.93% Q4 2025 Feb 17, 2026
CVA Family Office, LLC History Added to 331,751 12,643 1.45% 1.5% 170 +10,888 3.39% Q4 2025 Jan 12, 2026
Guardian Wealth Management, LLC History New 329,016 12,538 3.97% — 171 +329,016 New Q4 2025 Jan 20, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 328,806 12,530 8.88% 8.6% 172 +7,649 2.38% Q4 2025 Jan 07, 2026
ENTREWEALTH, LLC History Added to 305,372 12,480 5.62% 5.0% 173 +37,945 14.19% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 321,566 12,254 0.08% 0.1% 174 -35,436 -9.93% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 320,305 12,206 0.14% 0.05% 175 +232,932 266.59% Q4 2025 Jan 29, 2026
Well Done, LLC History Added to 320,178 12,202 1.82% 0.9% 176 +174,569 119.89% Q4 2025 Jan 13, 2026
Thayer Financial, L.L.C. History New 312,941 11,926 12.6% — 177 +312,941 New Q4 2025 Jan 12, 2026
Vermillion Wealth Management, Inc. History Reduced 304,876 11,618 4.72% 3.06% 178 -6,826 -2.19% Q4 2025 Feb 11, 2026
AlphaStar Capital Management, LLC History Added to 302,276 11,519 0.85% 0.55% 179 +125,168 70.67% Q4 2025 Feb 02, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 302,235 11,518 1.13% 1.11% 180 0 0.0% Q4 2025 Feb 13, 2026
GEM Asset Management, LLC History Added to 293,559 11,398 5.08% 4.96% 181 +8,367 2.93% Q4 2025 Jan 09, 2026
CLARIS ADVISORS, LLC / MO / History Added to 294,465 11,222 3.42% 3.2% 182 +28,045 10.53% Q4 2025 Jan 16, 2026
Fort Henry Capital, LLC History Added to 293,009 11,166 6.84% 6.42% 183 +14,782 5.31% Q4 2025 Jan 23, 2026
Forza Wealth Management, LLC History Added to 291,349 11,103 4.01% 3.54% 184 +37,395 14.73% Q4 2025 Feb 02, 2026
Tortoise Investment Management, LLC History Added to 289,962 11,050 0.97% 0.93% 185 +1,711 0.59% Q4 2025 Feb 06, 2026
Trailhead Planners LLC History New 287,109 10,941 10.75% — 186 +287,109 New Q4 2025 Feb 12, 2026
Ledgewood Wealth Advisors, LLC History Reduced 285,623 10,885 6.27% 6.23% 187 -3,810 -1.32% Q4 2025 Jan 16, 2026
American Capital Advisory, LLC History Added to 284,729 10,851 4.7% 4.51% 188 +17,497 6.55% Q4 2025 Jan 30, 2026
D.B. Root & Company, LLC History Added to 283,630 10,809 2.64% 2.59% 189 +3,031 1.08% Q4 2025 Feb 03, 2026
B&D White Capital Company, LLC History Added to 280,056 10,672 1.24% 1.21% 190 +20,998 8.11% Q4 2025 Feb 13, 2026
Birchcreek Wealth Management, LLC History Added to 277,678 10,582 5.2% 0.21% 191 +266,578 2401.6% Q4 2025 Jan 16, 2026
Argo Wealth Advisory, LLC History New 275,700 10,506 6.28% — 192 +275,700 New Q4 2025 Jan 26, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 275,475 10,498 3.16% 3.18% 193 -4,253 -1.52% Q4 2025 Jan 30, 2026
Two West Capital Advisors LLC History Reduced 275,160 10,486 6.09% 6.13% 194 -341 -0.12% Q4 2025 Jan 13, 2026
Shira Ridge Wealth Management History Added to 274,699 10,468 4.2% 4.19% 195 +3,004 1.11% Q4 2025 Jan 12, 2026
Beckerman Institutional, LLC History Added to 273,063 10,406 5.84% 5.32% 196 +24,541 9.87% Q4 2025 Feb 10, 2026
Platform Wealth Management, LLC History New 272,128 10,370 2.76% — 197 +272,128 New Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 271,767 10,357 0.02% — 198 +271,767 New Q4 2025 Feb 05, 2026
VALLEY NATIONAL ADVISERS INC History Added to 265,661 10,124 1.4% 1.11% 199 +68,117 34.48% Q4 2025 Jan 23, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 265,187 10,106 1.59% 1.5% 200 +14,491 5.78% Q4 2025 Jan 14, 2026
DWR WEALTH MANAGEMENT, LLC History New 258,384 9,896 9.18% — 201 +258,384 New Q4 2025 Mar 31, 2026
Arkadios Wealth Advisors History Added to 254,764 9,709 0.19% 0.2% 202 +30,004 13.35% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Added to 252,510 9,623 2.51% 2.37% 203 +11,541 4.79% Q4 2025 Feb 02, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Added to 247,461 9,430 1.62% 1.42% 204 +21,607 9.57% Q4 2025 Feb 09, 2026
Coyle Financial Counsel LLC History Added to 242,768 9,251 1.98% 1.67% 205 +43,551 21.86% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 240,475 9,164 0.16% 0.01% 206 +221,678 1179.33% Q4 2025 Feb 19, 2026
My Personal CFO, LLC History Added to 237,462 9,049 3.78% 0.25% 207 +219,915 1253.29% Q4 2025 Jan 15, 2026
Westwood Wealth Management History New 233,188 8,886 6.68% — 208 +233,188 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 233,188 8,886 6.68% 6.55% 209 +6,018 2.65% Q4 2025 Jan 13, 2026
Florida Trust Wealth Management Co History Added to 228,672 8,714 0.24% 0.21% 210 +25,015 12.28% Q4 2025 Jan 20, 2026
SUTTON PLACE INVESTORS LLC History Reduced 228,265 8,699 4.78% 5.49% 211 -36,863 -13.9% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 226,184 8,619 0.09% 0.11% 212 +19,505 9.44% Q4 2025 Jan 23, 2026
Edge Financial Advisors LLC History Added to 226,035 8,611 3.62% 3.54% 213 +10,192 4.72% Q4 2025 Jan 28, 2026
Aspen Wealth Management LLC History Reduced 225,329 8,587 1.8% 1.83% 214 -1,376 -0.61% Q4 2025 Jan 05, 2026
Security Financial Services, INC. History Reduced 223,808 8,529 1.34% 1.36% 215 -7,207 -3.12% Q4 2025 Jan 27, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Added to 220,293 8,395 4.99% 4.76% 216 +3,026 1.39% Q4 2025 Jan 26, 2026
Aegis Wealth Management LLC History Reduced 220,100 8,388 4.74% 4.82% 217 -27,471 -11.1% Q4 2025 Jan 14, 2026
SB Capital Management Inc History New 219,857 8,378 3.07% — 218 +219,857 New Q4 2025 Feb 20, 2026
GeoWealth Management, LLC History Reduced 216,839 8,263 0.3% 0.31% 219 -14,222 -6.16% Q4 2025 Feb 17, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 216,531 8,251 2.79% 2.77% 220 +3,906 1.84% Q4 2025 Jan 20, 2026
Aznar Financial Advisors, LLC History New 214,986 8,193 7.87% — 221 +214,986 New Q4 2025 Feb 19, 2026
Arax Advisory Partners History Reduced 212,796 8,109 0.24% 3.32% 222 -5,683,432 -96.39% Q4 2025 Feb 13, 2026
Clarity Capital Advisors, LLC History Added to 212,600 8,102 4.05% 4.01% 223 +9,896 4.88% Q4 2025 Feb 11, 2026
Avior Wealth Management, LLC History Reduced 212,497 8,098 0.25% 0.28% 224 -28,842 -11.95% Q4 2025 Jan 06, 2026
FinDec Wealth Services, Inc. History Reduced 212,312 8,091 8.68% 8.8% 225 -21,604 -9.24% Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Added to 211,642 8,065 0.05% 0.05% 226 +23,250 12.34% Q4 2025 Jan 28, 2026
SpringVest Wealth Management LLC History Added to 209,489 7,983 5.56% 4.63% 227 +36,136 20.85% Q4 2025 Jan 23, 2026
Colony Family Offices, LLC History Added to 208,142 7,932 1.98% 1.6% 228 +38,248 22.51% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Reduced 207,065 7,891 0.34% 0.33% 229 -3,227 -1.53% Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 204,969 7,811 2.81% 2.75% 230 -3,881 -1.86% Q4 2025 Jan 22, 2026
Apella Capital, LLC History Added to 204,700 7,801 0.15% 0.13% 231 +46,593 29.47% Q4 2025 Jan 21, 2026
Prodigy Asset Management LLC History Added to 200,789 7,652 2.69% 3.11% 232 +11,476 6.06% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 200,093 7,625 0.0% 0.0% 233 +11,497 6.1% Q4 2025 Feb 12, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Added to 199,895 7,617 6.32% 5.74% 234 +17,973 9.88% Q4 2025 Jan 08, 2026
CFS Investment Advisory Services, LLC History Added to 197,751 7,536 0.55% 0.45% 235 +32,943 19.99% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History No change 197,243 7,516 0.03% 0.03% 236 0 0.0% Q4 2025 Feb 17, 2026
BAKER BOYER NATIONAL BANK History Added to 196,650 7,494 2.26% 2.21% 237 +13,373 7.3% Q4 2025 Feb 03, 2026
Werba Rubin Papier Wealth Management History Added to 191,195 7,286 1.97% 1.11% 238 +1,951 1.03% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Added to 191,026 7,279 0.05% 0.05% 239 +26,044 15.79% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 190,318 7,253 0.18% 0.17% 240 +1,954 1.04% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 190,066 7,243 0.0% 0.0% 241 +30,009 18.75% Q4 2025 Feb 11, 2026
ArborFi Advisors, LLC History Reduced 189,942 7,238 5.88% 5.8% 242 -6,013 -3.07% Q4 2025 Jan 29, 2026
TCI Wealth Advisors, Inc. History Added to 187,496 7,145 0.39% 0.38% 243 +12,134 6.92% Q4 2025 Feb 02, 2026
United Advisor Group, LLC History Added to 185,630 7,074 0.88% 0.89% 244 +2,686 1.47% Q4 2025 Jan 26, 2026
Indivisible Partners History New 185,509 7,069 0.77% — 245 +185,509 New Q4 2025 Feb 03, 2026
180 WEALTH ADVISORS, LLC History Added to 185,335 7,063 0.8% 0.78% 246 +8,640 4.89% Q4 2025 Jan 09, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 182,176 6,942 0.45% 0.46% 247 -5,422 -2.89% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 178,600 6,806 0.06% 0.06% 248 +2,411 1.37% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Added to 178,415 6,799 2.47% 2.46% 249 +1,314 0.74% Q4 2025 Jan 27, 2026
R. W. Roge & Company, Inc. History Reduced 178,287 6,794 3.36% 3.41% 250 -4,731 -2.58% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Added to 175,487 6,687 0.5% 0.4% 251 +3,148 1.83% Q4 2025 Feb 17, 2026
Hurlow Wealth Management Group, Inc. History Reduced 175,291 6,680 1.64% 1.85% 252 -21,714 -11.02% Q4 2025 Feb 17, 2026
Premier Path Wealth Partners, LLC History Reduced 172,361 6,568 0.85% 0.86% 253 -11,699 -6.36% Q4 2025 Jan 22, 2026
PLANWISER FINANCIAL, LLC History Added to 166,344 6,563 4.91% 2.72% 254 +72,651 77.54% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Added to 171,917 6,551 0.01% 0.01% 255 +6,841 4.14% Q4 2025 Feb 13, 2026
Johnson Wealth Management, LLC History New 170,622 6,502 3.24% — 256 +170,622 New Q4 2025 Feb 11, 2026
KEB ASSET MANAGEMENT, LLC History Added to 170,314 6,490 1.32% 1.22% 257 +21,051 14.1% Q4 2025 Jan 09, 2026
JPL Wealth Management, LLC History Added to 168,223 6,410 1.56% 1.03% 258 +48,893 40.97% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 167,877 6,397 0.13% 0.11% 259 +9,593 6.06% Q4 2025 Feb 17, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 167,127 6,369 1.53% 1.46% 260 +4,180 2.57% Q4 2025 Feb 02, 2026
Strategic Wealth Advisors LLC History New 165,561 6,309 5.4% — 261 +165,561 New Q4 2025 Feb 03, 2026
Apollon Financial, LLC History Added to 164,333 6,262 0.91% 0.9% 262 +15,278 10.25% Q4 2025 Jan 22, 2026
Baring Financial LLC History Reduced 164,143 6,255 3.81% 4.7% 263 -25,478 -13.44% Q4 2025 Jan 07, 2026
RFG Advisory, LLC History Added to 163,947 6,248 0.12% 0.12% 264 +1,800 1.11% Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 160,590 6,120 0.83% — 265 +160,590 New Q4 2025 Feb 09, 2026
Mustard Seed Financial, LLC History Added to 160,260 6,107 3.84% 3.46% 266 +12,214 8.25% Q4 2025 Jan 23, 2026
North Capital, Inc. History Added to 159,458 6,076 5.24% 4.08% 267 +14,495 10.0% Q4 2025 Feb 18, 2026
Patriot Financial Group Insurance Agency, LLC History No change 156,873 5,978 0.71% 0.73% 268 0 0.0% Q4 2025 Jan 26, 2026
Syverson Strege & Co History Reduced 155,674 5,932 1.4% 1.41% 269 -6,034 -3.73% Q4 2025 Feb 09, 2026
FMB WEALTH MANAGEMENT History Added to 154,947 5,905 2.33% 2.37% 270 +1,099 0.71% Q4 2025 Jan 22, 2026
Tillman Hartley LLC History Added to 153,797 5,861 1.47% 1.36% 271 +9,179 6.35% Q4 2025 Feb 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 149,271 5,817 0.55% 0.53% 272 +7,977 5.65% Q4 2025 Jan 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 151,722 5,782 0.9% 0.88% 273 -875 -0.57% Q4 2025 Jan 23, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 151,498 5,773 5.68% — 274 +151,498 New Q4 2025 Jan 26, 2026
Dodds Wealth, LLC History Added to 149,348 5,691 1.4% 1.34% 275 +543 0.36% Q4 2025 Feb 11, 2026
Lynx Investment Advisory History Added to 148,721 5,667 3.09% 3.14% 276 +4,253 2.94% Q4 2025 Feb 05, 2026
First Financial Group Corp History Added to 145,336 5,538 4.71% 4.36% 277 +7,003 5.06% Q4 2025 Jan 28, 2026
COWA, LLC History Reduced 144,588 5,510 1.68% 1.76% 278 -1,092 -0.75% Q4 2025 Feb 12, 2026
Quad-Cities Investment Group, LLC History Added to 143,591 5,472 2.26% 2.13% 279 +6,132 4.46% Q4 2025 Jan 14, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 142,623 5,435 3.71% 3.96% 280 -9,130 -6.02% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 137,673 5,246 0.03% 0.02% 281 +26,921 24.31% Q4 2025 Jan 29, 2026
Oceanside Advisors LLC History Reduced 136,435 5,199 3.15% 3.1% 282 -135 -0.1% Q4 2025 Jan 26, 2026
DBK Financial Counsel, LLC History Added to 135,604 5,167 3.97% 3.63% 283 +16,813 14.15% Q4 2025 Jan 26, 2026
Heritage Financial Services, LLC History Added to 133,568 5,090 0.42% 0.41% 284 +7,244 5.73% Q4 2025 Feb 02, 2026
Capstone Wealth Management, Inc. History New 131,334 5,048 4.42% — 285 +131,334 New Q4 2025 Feb 20, 2026
Plan Group Financial, LLC History Reduced 130,695 4,980 1.29% 1.65% 286 -38,777 -22.88% Q4 2025 Feb 03, 2026
RBF Capital, LLC History No change 130,000 4,954 0.22% 0.21% 287 0 0.0% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 128,254 4,887 0.26% 0.29% 288 -10,363 -7.48% Q4 2025 Jan 20, 2026
Live Oak Private Wealth LLC History Added to 126,630 4,825 0.66% 0.6% 289 +8,870 7.53% Q4 2025 Jan 23, 2026
Newman Dignan & Sheerar, Inc. History Added to 124,601 4,748 0.99% 0.9% 290 +9,566 8.32% Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 123,563 4,708 0.12% 0.12% 291 -1,816 -1.45% Q4 2025 Jan 23, 2026
Ausdal Financial Partners, Inc. History Added to 122,757 4,678 0.22% 0.14% 292 +41,704 51.45% Q4 2025 Feb 13, 2026
Trinity Financial Advisors LLC History Added to 120,283 4,583 1.28% 1.1% 293 +15,404 14.69% Q4 2025 Jan 13, 2026
PFG Advisors History Added to 120,171 4,579 0.22% 0.17% 294 +4,179 3.6% Q4 2025 Jan 27, 2026
Mach-1 Financial Group, LLC History New 119,083 4,538 0.93% — 295 +119,083 New Q4 2025 Feb 06, 2026
SOL Capital Management CO History Added to 118,931 4,532 0.41% 0.38% 296 +2,975 2.57% Q4 2025 Jan 30, 2026
Redwood Park Advisors LLC History Added to 117,286 4,469 3.04% 2.43% 297 +16,197 16.02% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 116,444 4,437 4.23% — 298 +116,444 New Q4 2025 Jan 30, 2026
CGN Advisors LLC History Added to 112,047 4,270 0.34% 0.31% 299 +9,023 8.76% Q4 2025 Jan 05, 2026
Sollinda Capital Management LLC History Reduced 111,212 4,238 1.08% 1.25% 300 -13,971 -11.16% Q4 2025 Jan 15, 2026
ERn Financial, LLC History Reduced 111,151 4,235 0.8% 0.85% 301 -6,650 -5.65% Q4 2025 Jan 15, 2026
Weinberger Asset Management, Inc History Reduced 109,585 4,176 1.51% 1.5% 302 -4,588 -4.02% Q4 2025 Feb 09, 2026
Pinnacle Financial Group, LLC / IL History Added to 108,194 4,123 1.2% 1.17% 303 +1,545 1.45% Q4 2025 Feb 05, 2026
APS Management Group, Inc. History Added to 107,875 4,111 3.52% 3.07% 304 +12,599 13.22% Q4 2025 Jan 28, 2026
City State Bank History Added to 106,394 4,054 1.11% 0.94% 305 +17,038 19.07% Q4 2025 Jan 28, 2026
Waterfront Wealth Inc. History Added to 100,726 4,052 0.77% 0.75% 306 +386 0.38% Q4 2025 Jan 27, 2026
Breakwater Capital Group History Added to 105,313 4,013 0.56% 0.25% 307 +58,406 124.51% Q4 2025 Jan 09, 2026
Versant Capital Management, Inc History Reduced 102,406 3,902 0.49% 0.51% 308 -1,282 -1.24% Q4 2025 Jan 08, 2026
Kilner Capital Advisors, LLC History New 102,016 3,887 3.71% — 309 +102,016 New Q4 2025 Feb 11, 2026
CLG LLC History Added to 101,629 3,873 0.96% 0.92% 310 +8,530 9.16% Q4 2025 Jan 15, 2026
OPTIMA CAPITAL LLC History Added to 99,677 3,798 1.64% 1.74% 311 +700 0.71% Q4 2025 Jan 23, 2026
Signature Resources Capital Management, LLC History Reduced 99,502 3,792 1.92% 2.0% 312 -923 -0.92% Q4 2025 Jan 21, 2026
Walleye Partners, LLC History New 99,163 3,779 4.2% — 313 +99,163 New Q4 2025 Jan 28, 2026
Capstone Wealth Management, LLC History Added to 98,176 3,741 2.73% 2.68% 314 +2,285 2.38% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Added to 95,563 3,641 0.08% 0.08% 315 +455 0.48% Q4 2025 Feb 02, 2026
Saxony Capital Management, LLC History Added to 94,877 3,615 2.22% 2.23% 316 +1,683 1.81% Q4 2025 Jan 15, 2026
LaSalle St. Investment Advisors, LLC History Added to 94,706 3,609 0.58% 0.62% 317 +172 0.18% Q4 2025 Feb 17, 2026
DHJJ Financial Advisors, Ltd. History Added to 94,514 3,601 1.2% 1.05% 318 +9,172 10.75% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 94,472 3,600 1.08% 1.02% 319 +4,108 4.55% Q4 2025 Jan 30, 2026
Timonier Family Office, LTD. History Reduced 93,280 3,554 1.13% 1.29% 320 -15,230 -14.04% Q4 2025 Feb 04, 2026
Axis Wealth Partners, LLC History Added to 92,556 3,527 1.95% 1.96% 321 +196 0.21% Q4 2025 Jan 30, 2026
Exeter Financial, LLC History Added to 92,073 3,508 1.49% 1.33% 322 +7,178 8.46% Q4 2025 Jan 07, 2026
CARDIFF PARK ADVISORS, LLC History Added to 91,640 3,492 0.29% 0.25% 323 +618 0.68% Q4 2025 Feb 17, 2026
Cascade Wealth Advisors, Inc History Added to 84,983 3,429 1.58% 1.29% 324 +14,273 20.19% Q4 2025 Feb 04, 2026
Advisory Services Network, LLC History New 89,568 3,413 0.05% — 325 +89,568 New Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History Added to 88,579 3,375 0.58% 0.58% 326 +1,552 1.78% Q4 2025 Feb 12, 2026
J HAGAN CAPITAL, INC. History New 88,324 3,366 1.86% — 327 +88,324 New Q4 2025 Feb 17, 2026
Financial Plan, Inc. History New 87,172 3,322 0.38% — 328 +87,172 New Q4 2025 Jan 28, 2026
Vantage Point Financial LLC History Reduced 86,343 3,290 1.18% 1.24% 329 -1,859 -2.11% Q4 2025 Feb 02, 2026
Approach Retirement Advisors, LLC History New 83,672 3,188 2.75% — 330 +83,672 New Q4 2025 Jan 29, 2026
Parkwoods Wealth Partners, LLC History Added to 83,278 3,173 0.93% 0.54% 331 +39,394 89.77% Q4 2025 Jan 15, 2026
Financial Symmetry Inc History Reduced 82,649 3,149 1.28% 1.38% 332 -1,871 -2.21% Q4 2025 Jan 28, 2026
MORGAN STANLEY History Added to 81,257 3,096 0.0% 0.0% 333 +12,613 18.37% Q4 2025 Feb 13, 2026
Grunden Financial Advisory, Inc. History No change 80,668 3,074 1.2% 1.19% 334 0 0.0% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Reduced 80,644 3,073 0.02% 0.07% 335 -143,600 -64.04% Q4 2025 Jan 26, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 80,030 3,049 1.14% 1.07% 336 +5,515 7.4% Q4 2025 Jan 08, 2026
Integrity Investment Advisors, LLC History Added to 78,820 3,003 1.65% 0.97% 337 +38,645 96.19% Q4 2025 Feb 13, 2026
Magnolia Private Wealth, LLC History Added to 78,437 2,989 2.09% 2.08% 338 +514 0.66% Q4 2025 Feb 06, 2026
Daner Wealth Management, LLC History Added to 71,707 2,986 1.83% 1.66% 339 +2,020 2.9% Q4 2025 Feb 11, 2026
Integrity Wealth Solutions LLC History Added to 78,175 2,979 1.18% 1.2% 340 +3,966 5.34% Q4 2025 Feb 02, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 77,585 2,956 0.81% 1.05% 341 -13,831 -15.13% Q4 2025 Feb 10, 2026
REDMONT WEALTH ADVISORS LLC History Added to 77,382 2,949 4.47% 3.47% 342 +8,874 12.95% Q4 2025 Feb 06, 2026
Cloud Capital Management, LLC History Added to 75,715 2,885 1.36% 1.21% 343 +12,574 19.91% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Reduced 74,766 2,849 0.2% 0.27% 344 -18,432 -19.78% Q4 2025 Jan 21, 2026
Shearwater Capital LLC History Reduced 74,708 2,847 1.63% 1.76% 345 -6,967 -8.53% Q4 2025 Jan 13, 2026
55 North Private Wealth, LLC History New 74,308 2,831 0.75% — 346 +74,308 New Q4 2025 Jan 27, 2026
QUARRY HILL ADVISORS, LLC History Reduced 73,812 2,812 1.31% 1.38% 347 -451 -0.61% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Reduced 73,133 2,787 0.06% 0.07% 348 -489 -0.66% Q4 2025 Feb 06, 2026
Lauterbach Financial Advisors, LLC History Reduced 72,888 2,777 1.36% 1.35% 349 -805 -1.09% Q4 2025 Feb 13, 2026
SEMITAM BONAM LLC History Added to 72,562 2,765 2.3% 2.15% 350 +6,502 9.84% Q4 2025 Jan 20, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 72,030 2,745 0.66% 0.78% 351 -9,056 -11.17% Q4 2025 Feb 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 71,959 2,742 0.0% 0.0% 352 +13,797 23.72% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History Added to 71,001 2,705 0.17% 0.25% 353 +31,926 81.7% Q4 2025 Feb 10, 2026
Harbor Asset Planning, Inc. History Added to 70,849 2,700 2.31% 2.24% 354 +2,071 3.01% Q4 2025 Jan 26, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Reduced 70,340 2,680 0.96% 0.91% 355 -969 -1.36% Q4 2025 Jan 16, 2026
Lodestone Wealth Management LLC History Added to 70,122 2,672 1.09% 1.14% 356 +423 0.61% Q4 2025 Jan 15, 2026
American Investment Services, Inc. History Added to 69,901 2,663 0.62% 0.58% 357 +3,421 5.15% Q4 2025 Feb 13, 2026
CLUNE & ASSOCIATES, LTD. History Reduced 69,576 2,651 0.57% 0.66% 358 -3,254 -4.47% Q4 2025 Feb 09, 2026
SwitchPoint Financial Planning, LLC History Reduced 69,460 2,647 1.85% 1.84% 359 -324 -0.46% Q4 2025 Feb 17, 2026
POINCIANA ADVISORS GROUP, LLC History Added to 69,337 2,642 2.08% 1.96% 360 +5,302 8.28% Q4 2025 Feb 09, 2026
HFG Wealth Management, LLC History Added to 69,282 2,640 1.46% 1.31% 361 +2,823 4.25% Q4 2025 Jan 16, 2026
Savvy Advisors, Inc. History Added to 67,872 2,586 0.08% 0.09% 362 +13,316 24.41% Q4 2025 Jan 20, 2026
Financial Connections Group, Inc. History Added to 67,746 2,581 0.89% 0.19% 363 +54,185 399.56% Q4 2025 Jan 23, 2026
Rather & Kittrell, Inc. History Added to 67,629 2,577 0.41% 0.41% 364 +3,398 5.29% Q4 2025 Jan 28, 2026
Pacific Asset Management, LLC History Reduced 67,162 2,559 1.54% 1.73% 365 -3,078 -4.38% Q4 2025 Jan 28, 2026
Capstone Financial Advisors, Inc. History Reduced 67,115 2,557 0.14% 0.13% 366 -849 -1.25% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 67,038 2,554 0.02% 0.02% 367 +4,206 6.69% Q4 2025 Feb 12, 2026
Invst, LLC History Added to 66,700 2,541 0.28% 0.24% 368 +8,709 15.02% Q4 2025 Feb 11, 2026
Spire Wealth Management History Added to 66,399 2,530 0.08% 0.08% 369 +901 1.38% Q4 2025 Jan 14, 2026
First PREMIER Bank History Added to 65,494 2,496 0.57% 0.42% 370 +14,580 28.64% Q4 2025 Jan 23, 2026
Powerhouse Assets LLC History New 64,070 2,441 2.15% — 371 +64,070 New Q4 2025 Jan 15, 2026
Burton Enright Welch History Reduced 62,784 2,392 0.34% 0.35% 372 -1,062 -1.66% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Added to 60,751 2,315 0.07% 0.06% 373 +11,427 23.17% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Added to 59,577 2,270 0.2% 0.19% 374 +94 0.16% Q4 2025 Feb 12, 2026
Vestment Financial LLC History Reduced 57,062 2,236 1.16% 1.24% 375 -2,511 -4.21% Q4 2025 Jan 23, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 58,630 2,234 1.29% 1.21% 376 +1,950 3.44% Q4 2025 Jan 16, 2026
Investmark Advisory Group LLC History Added to 58,294 2,221 0.95% 0.88% 377 +2,355 4.21% Q4 2025 Jan 28, 2026
Summit Financial, LLC History Added to 58,161 2,216 0.03% 0.03% 378 +222 0.38% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 58,039 2,211 0.07% 0.04% 379 +17,689 43.84% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 2,172 2,172 0.0% — 380 +2,172 New Q4 2025 Feb 17, 2026
Level Wealth Management LLC History Reduced 56,801 2,164 1.11% 1.11% 381 -1,421 -2.44% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 56,482 2,152 0.0% 0.0% 382 +19,005 50.71% Q4 2025 Feb 17, 2026
Kane Co Wealth Management, Inc. History New 54,668 2,083 1.84% — 383 +54,668 New Q4 2025 Feb 05, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 54,653 2,082 1.74% 1.49% 384 +4,681 9.37% Q4 2025 Jan 20, 2026
Eaton-Cambridge Inc. History Reduced 54,649 2,082 0.68% 0.74% 385 -3,909 -6.68% Q4 2025 Feb 13, 2026
Compass Financial Group, INC/SD History Added to 53,368 2,033 0.29% 0.26% 386 +6,393 13.61% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History Added to 52,990 2,019 0.0% 0.0% 387 +13,766 35.1% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 52,728 2,009 0.09% 0.08% 388 -217 -0.41% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 51,747 1,972 0.26% — 389 +51,747 New Q4 2025 Feb 04, 2026
Rehmann Capital Advisory Group History Reduced 50,679 1,931 0.1% 0.11% 390 -3,074 -5.72% Q4 2025 Mar 04, 2026
Cypress Point Wealth Management, LLC History Added to 50,390 1,920 0.42% 0.35% 391 +2,257 4.69% Q4 2025 Feb 02, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 50,361 1,919 1.22% 1.21% 392 +861 1.74% Q4 2025 Feb 04, 2026
Wealth Advisors Northwest LLC History Reduced 50,202 1,913 0.85% 0.93% 393 -2,646 -5.01% Q4 2025 Jan 16, 2026
Avidian Wealth Enterprises, LLC History No change 50,110 1,909 0.07% 0.07% 394 0 0.0% Q4 2025 Feb 02, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 50,013 1,905 0.95% 0.94% 395 +175 0.35% Q4 2025 Jan 22, 2026
Arnold Financial Planning LLC History New 49,976 1,904 1.96% — 396 +49,976 New Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Added to 47,194 1,892 0.06% 0.06% 397 +2,411 5.38% Q4 2025 Jan 27, 2026
Wealthfront Advisers LLC History Added to 48,818 1,860 0.0% 0.0% 398 +4,569 10.33% Q4 2025 Jan 30, 2026
Concord Wealth Partners History Reduced 48,755 1,858 0.24% 0.25% 399 -348 -0.71% Q4 2025 Jan 29, 2026
MGO ONE SEVEN LLC History Reduced 47,600 1,814 0.04% 0.04% 400 -3,472 -6.8% Q4 2025 Feb 03, 2026
GWN SECURITIES INC. History Added to 47,038 1,792 0.36% 0.37% 401 +2,531 5.69% Q4 2025 Feb 11, 2026
Life Planning Partners, Inc History Reduced 46,732 1,780 1.36% 1.47% 402 -8,497 -15.39% Q4 2025 Jan 16, 2026
Arcadia Wealth Management, LLC History Reduced 46,484 1,771 0.66% 0.7% 403 -2,152 -4.42% Q4 2025 Feb 03, 2026
Washington Trust Advisors, Inc. History Added to 45,486 1,733 0.13% 0.1% 404 +9,945 27.98% Q4 2025 Feb 03, 2026
PARK AVENUE SECURITIES LLC History Added to 45,289 1,726 0.01% 0.01% 405 +17,846 65.03% Q4 2025 Jan 05, 2026
Global Retirement Partners, LLC History Added to 45,039 1,716 0.03% 0.03% 406 +13,856 44.43% Q4 2025 Feb 06, 2026
Legacy Capital Wealth Partners, LLC History Added to 44,456 1,694 0.36% 0.28% 407 +9,181 26.03% Q4 2025 Jan 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 44,267 1,687 0.02% 0.02% 408 +8,825 24.9% Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History Added to 43,978 1,676 0.25% 0.2% 409 +9,522 27.64% Q4 2025 Jan 08, 2026
Leading Edge Financial Planning LLC History Reduced 43,787 1,668 0.38% 0.4% 410 -119 -0.27% Q4 2025 Jan 21, 2026
International Private Wealth Advisors LLC History Added to 43,768 1,667 1.05% 0.77% 411 +10,003 29.63% Q4 2025 Jan 14, 2026
SMI Advisory Services, LLC History New 41,335 1,631 0.28% — 412 +41,335 New Q4 2025 Jan 13, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 42,773 1,630 1.11% 1.14% 413 -496 -1.15% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History New 41,908 1,597 0.02% — 414 +41,908 New Q4 2025 Feb 17, 2026
Heritage Investment Group, Inc. History No change 41,445 1,579 0.24% 0.24% 415 0 0.0% Q4 2025 Jan 30, 2026
CWM, LLC History Added to 41,246 1,572 0.0% 0.0% 416 +36,361 744.34% Q4 2025 Jan 26, 2026
Mraz, Amerine & Associates, Inc. History Reduced 41,022 1,563 0.23% 0.23% 417 -233 -0.56% Q4 2025 Feb 06, 2026
Meritas Wealth Management, LLC History No change 40,093 1,527 0.73% 0.72% 418 0 0.0% Q4 2025 Jan 14, 2026
XY Planning Network, Inc. History Added to 39,474 1,504 0.26% 0.36% 419 +8,749 28.48% Q4 2025 Jan 26, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 39,299 1,497 0.36% 0.35% 420 +1,680 4.47% Q4 2025 Jan 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 39,108 1,490 0.03% 0.03% 421 -292 -0.74% Q4 2025 Feb 12, 2026
Global Financial Private Client, LLC History Added to 38,967 1,485 0.52% 0.48% 422 +1,645 4.41% Q4 2025 Jan 27, 2026
USAdvisors Wealth Management, LLC History Added to 38,530 1,468 0.48% 0.47% 423 +1,011 2.69% Q4 2025 Feb 05, 2026
Keel Point, LLC History Added to 38,234 1,457 0.09% 0.08% 424 +1,624 4.44% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 38,008 1,448 0.34% — 425 +38,008 New Q4 2025 Mar 23, 2026
Diversify Advisory Services, LLC History New 36,589 1,447 0.05% — 426 +36,589 New Q4 2025 Jan 23, 2026
WMS Group LLC History New 37,923 1,445 1.84% — 427 +37,923 New Q4 2025 Mar 03, 2026
Forum Financial Management, LP History Added to 37,851 1,442 0.02% 0.02% 428 +1,623 4.48% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 37,740 1,438 0.02% 0.02% 429 -1,531 -3.9% Q4 2025 Feb 10, 2026
Larry Mathis Financial Planning, LLC History New 37,676 1,435 1.27% — 430 +37,676 New Q4 2025 Mar 11, 2026
Pettinga Financial Advisors LLC History Added to 37,570 1,431 0.27% 0.22% 431 +6,600 21.31% Q4 2025 Feb 12, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 37,006 1,410 0.38% 0.26% 432 +11,201 43.41% Q4 2025 Feb 11, 2026
Foundry Financial LLC History New 36,658 1,397 0.73% — 433 +36,658 New Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 36,634 1,396 0.02% 0.02% 434 +3,670 11.13% Q4 2025 Feb 03, 2026
Woodside Wealth Management LLC History Added to 36,190 1,379 1.03% 0.89% 435 +5,279 17.08% Q4 2025 Jan 30, 2026
Olistico Wealth, LLC History New 35,987 1,371 0.67% — 436 +35,987 New Q4 2025 Jan 13, 2026
Infinity Wealth Counsel, LLC History Added to 35,675 1,359 1.24% 1.17% 437 +2,455 7.39% Q4 2025 Jan 15, 2026
IFG Advisory, LLC History Reduced 34,981 1,333 0.06% 0.07% 438 -7,394 -17.45% Q4 2025 Feb 10, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 33,779 1,332 0.68% 0.71% 439 +275 0.82% Q4 2025 Jan 27, 2026
Seneschal Advisors, LLC History Added to 34,510 1,315 0.97% 0.76% 440 +5,548 19.16% Q4 2025 Feb 13, 2026
Strategent Financial, LLC History No change 34,146 1,301 0.82% 0.89% 441 0 0.0% Q4 2025 Jan 29, 2026
Longview Financial Advisors LLC History Reduced 34,048 1,297 0.72% 0.72% 442 -418 -1.21% Q4 2025 Jan 14, 2026
Abel Hall, LLC History Reduced 34,030 1,296 0.3% 0.53% 443 -2,068 -5.73% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 33,038 1,259 0.11% 0.09% 444 +3,550 12.04% Q4 2025 Jan 26, 2026
LAM GROUP, INC. History Reduced 32,880 1,253 0.72% 0.83% 445 -3,855 -10.49% Q4 2025 Jan 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 32,860 1,252 0.97% — 446 +32,860 New Q4 2025 Mar 05, 2026
Asset Dedication, LLC History Added to 32,563 1,240 0.08% 0.06% 447 +6,449 24.7% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Added to 32,456 1,236 0.01% 0.01% 448 +1,431 4.61% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History New 31,953 1,217 0.18% — 449 +31,953 New Q4 2025 Feb 02, 2026
SLT Holdings LLC History Reduced 31,570 1,203 0.77% 0.75% 450 -228 -0.72% Q4 2025 Feb 09, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History New 31,534 1,201 0.9% — 451 +31,534 New Q4 2025 Mar 12, 2026
WealthSpring Partners, LLC History New 31,450 1,198 1.23% — 452 +31,450 New Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Added to 31,390 1,196 0.04% 0.02% 453 +19,986 175.25% Q4 2025 Feb 04, 2026
SCRATCH CAPITAL LLC History Added to 31,408 1,196 0.78% 0.74% 454 +589 1.91% Q4 2025 Jan 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 31,061 1,183 0.14% 0.18% 455 -10,059 -24.46% Q4 2025 Feb 13, 2026
Ballentine Capital Advisors, Inc History Reduced 30,892 1,177 0.5% 0.52% 456 -1,487 -4.59% Q4 2025 Feb 02, 2026
Ballast Rock Private Wealth LLC History New 30,717 1,170 0.73% — 457 +30,717 New Q4 2025 Feb 04, 2026
Second Half Financial Partners, LLC History Reduced 30,643 1,167 0.52% 0.49% 458 -45 -0.15% Q4 2025 Jan 26, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Added to 30,585 1,165 0.63% 0.63% 459 +212 0.7% Q4 2025 Feb 02, 2026
Shore Point Advisors, LLC History Reduced 29,980 1,142 0.48% 0.5% 460 -1,077 -3.47% Q4 2025 Jan 23, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 29,930 1,140 0.07% 0.06% 461 +2,700 9.92% Q4 2025 Feb 10, 2026
Darden Wealth Group Inc History Reduced 29,670 1,130 0.55% 0.69% 462 -6,600 -18.2% Q4 2025 Feb 09, 2026
Pillar Financial Advisors, LLC History Reduced 29,541 1,125 0.68% 0.69% 463 -530 -1.76% Q4 2025 Feb 02, 2026
Squire Investment Management Company, LLC History Added to 29,303 1,116 0.34% 0.34% 464 +382 1.32% Q4 2025 Jan 22, 2026
Vestmark Advisory Solutions, Inc. History Added to 29,278 1,115 0.02% 0.0% 465 +22,683 343.94% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Added to 29,112 1,109 0.1% 0.06% 466 +11,757 67.74% Q4 2025 Feb 11, 2026
Galvin, Gaustad & Stein, LLC History Reduced 28,887 1,100 0.09% 0.09% 467 -844 -2.84% Q4 2025 Jan 23, 2026
Samalin Investment Counsel, LLC History Added to 28,676 1,092 0.39% 0.34% 468 +1,505 5.54% Q4 2025 Jan 30, 2026
Diversified Trust Co History New 28,331 1,079 0.02% — 469 +28,331 New Q4 2025 Jan 09, 2026
Acorn Wealth Advisors, LLC History Reduced 28,293 1,078 0.32% 0.33% 470 -532 -1.85% Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History Added to 28,250 1,076 0.16% 0.17% 471 +50 0.18% Q4 2025 Feb 04, 2026
Passive Capital Management, LLC. History Reduced 27,547 1,049 0.33% 0.34% 472 -959 -3.36% Q4 2025 Feb 05, 2026
Graves Light Lenhart Wealth, Inc. History Added to 27,298 1,040 0.11% 0.11% 473 +75 0.28% Q4 2025 Jan 09, 2026
COMERICA BANK History Reduced 27,207 1,036 0.0% 0.0% 474 -3,506 -11.42% Q4 2025 Jan 29, 2026
Balanced Rock Investment Advisors LLC History Reduced 27,129 1,033 0.73% 0.73% 475 -176 -0.64% Q4 2025 Feb 13, 2026
BAM Wealth Management, LLC History Reduced 27,012 1,029 0.74% 0.87% 476 -4,015 -12.94% Q4 2025 Jan 20, 2026
Arbor Investment Advisors, LLC History New 26,998 1,028 0.14% — 477 +26,998 New Q4 2025 Jan 23, 2026
Tranquility Partners, LLC History Reduced 26,923 1,026 0.37% 0.35% 478 -1,655 -5.79% Q4 2025 Feb 03, 2026
Montis Financial, LLC History Added to 26,009 991 0.2% 0.21% 479 +747 2.96% Q4 2025 Feb 11, 2026
Bryant Woods Investment Advisors, LLC History Added to 25,288 963 0.37% 0.36% 480 +161 0.64% Q4 2025 Jan 23, 2026
Marshall Financial Group, LLC History Reduced 25,262 962 0.19% 0.19% 481 -1,083 -4.11% Q4 2025 Jan 09, 2026
Eldridge Investment Advisors, Inc. History Reduced 25,065 955 0.21% 0.21% 482 -247 -0.98% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History Reduced 25,058 954 0.32% 0.32% 483 -793 -3.07% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 24,643 939 0.01% 0.0% 484 +6,768 37.86% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 24,576 936 0.03% 0.03% 485 +1,291 5.54% Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History Reduced 24,175 921 0.16% 0.16% 486 -500 -2.03% Q4 2025 Feb 17, 2026
FourThought Financial Partners, LLC History New 24,067 917 0.08% — 487 +24,067 New Q4 2025 Feb 06, 2026
Sterling Wealth Management, Inc. History Added to 24,031 915 0.26% 0.26% 488 +20 0.08% Q4 2025 Feb 17, 2026
PCA Investment Advisory Services Inc. History Added to 23,960 913 0.32% 0.26% 489 +4,627 23.93% Q4 2025 Feb 10, 2026
Sensenig Capital Advisors, Inc History New 23,794 906 0.92% — 491 +23,794 New Q4 2025 Jan 21, 2026
JDH Wealth Management, LLC History Reduced 23,781 906 0.62% 0.65% 490 -1,587 -6.26% Q4 2025 Jan 05, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 23,655 901 0.21% 0.18% 492 +2,781 13.32% Q4 2025 Jan 06, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 23,650 901 0.34% 0.34% 493 -99 -0.42% Q4 2025 Feb 13, 2026
BOS Asset Management, LLC History Added to 23,447 893 0.24% 0.24% 494 +15 0.06% Q4 2025 Jan 09, 2026
Entelevest, LLC History New 22,842 870 0.87% — 495 +22,842 New Q4 2025 Feb 11, 2026
VSM Wealth Advisory, LLC History Added to 22,049 840 0.25% 0.25% 496 +24 0.11% Q4 2025 Feb 06, 2026
Porter White Investment Advisors, Inc. History Added to 21,692 826 0.34% 0.34% 497 +55 0.25% Q4 2025 Jan 29, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 21,512 819 0.77% — 498 +21,512 New Q4 2025 Feb 19, 2026
DiNuzzo Private Wealth, Inc. History Added to 21,161 806 0.09% 0.09% 499 +37 0.18% Q4 2025 Jan 16, 2026
Pinnacle Financial Partners, Inc. History New 20,857 794 0.01% — 500 +20,857 New Q4 2025 Feb 18, 2026
WMG Financial Advisors, LLC History Reduced 20,818 793 0.33% 0.27% 501 -1,298 -5.87% Q4 2025 Jan 28, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 20,569 783 0.02% 0.02% 502 +563 2.81% Q4 2025 Jan 12, 2026
Klaas Financial Asset Advisors, LLC History New 19,984 761 0.11% — 503 +19,984 New Q4 2025 Jan 27, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 19,926 759 0.07% 0.07% 504 +15 0.08% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 19,799 754 0.05% 0.05% 505 +5 0.03% Q4 2025 Feb 09, 2026
Kaufman Rossin Wealth, LLC History Added to 19,770 753 0.39% 0.39% 506 +11 0.06% Q4 2025 Jan 14, 2026
Darrow Company, Inc. History Reduced 19,654 749 0.34% 0.36% 507 -1,752 -8.18% Q4 2025 Jan 27, 2026
GTS SECURITIES LLC History New 19,600 746 0.03% — 508 +19,600 New Q4 2025 Feb 13, 2026
Francis Financial, Inc. History No change 18,901 720 0.14% 0.12% 509 0 0.0% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Reduced 18,861 718 0.02% 0.02% 510 -2,700 -12.52% Q4 2025 Jan 21, 2026
Wealth Architects, LLC History Added to 18,810 716 0.06% 0.06% 511 +703 3.88% Q4 2025 Feb 17, 2026
Eastover Investment Advisors LLC History No change 18,777 715 0.31% 0.3% 512 0 0.0% Q4 2025 Jan 12, 2026
Cambridge Financial Group, LLC History Added to 20,631 699 0.24% 0.24% 513 +381 1.88% Q4 2025 Jan 09, 2026
Gemmer Asset Management LLC History Reduced 18,249 695 0.05% 0.05% 514 -97 -0.53% Q4 2025 Jan 23, 2026
Wealthcare Advisory Partners LLC History Added to 18,153 691 0.01% 0.01% 515 +4,161 29.74% Q4 2025 Jan 14, 2026
Pinnacle Family Advisors, LLC History Added to 18,021 686 0.3% 0.28% 516 +415 2.36% Q4 2025 Feb 17, 2026
SWF LLC History Added to 17,918 682 0.07% 0.05% 517 +5,278 41.76% Q4 2025 Jan 26, 2026
Johnson Financial Group, LLC History New 17,854 680 0.04% — 518 +17,854 New Q4 2025 Feb 10, 2026
Foundation Wealth Management, LLC\PA History No change 17,547 668 0.24% 0.25% 519 0 0.0% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History New 17,478 666 0.03% — 520 +17,478 New Q4 2025 Feb 17, 2026
Silver Grove Financial Group, Inc. History No change 18,152 659 0.57% 0.63% 521 0 0.0% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 17,592 657 0.0% 0.0% 522 +1,998 12.81% Q4 2025 Feb 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 17,064 650 0.23% 0.22% 523 +26 0.15% Q4 2025 Feb 09, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 16,468 627 0.12% 0.07% 524 +7,144 76.62% Q4 2025 Feb 13, 2026
CWS Financial Advisors, LLC History New 16,354 623 0.17% — 525 +16,354 New Q4 2025 Feb 06, 2026
RCS Financial Planning, LLC History Reduced 16,359 623 0.27% 0.27% 526 -195 -1.18% Q4 2025 Jan 15, 2026
Sterneck Capital Management, LLC History No change 16,270 620 0.28% 0.27% 527 0 0.0% Q4 2025 Jan 22, 2026
Seed Wealth Management, Inc. History Reduced 16,070 612 0.42% 0.41% 528 -320 -1.95% Q4 2025 Jan 21, 2026
Wheels Up Wealth, Inc. History New 15,965 608 0.57% — 529 +15,965 New Q4 2025 Feb 17, 2026
VISIONARY HORIZONS, LLC History Added to 15,776 601 0.31% 0.17% 531 +7,539 91.53% Q4 2025 Jan 23, 2026
Gradient Capital Advisors, LLC History No change 15,771 601 0.15% 0.15% 530 0 0.0% Q4 2025 Feb 06, 2026
ATLas Financial Planning LLC History New 15,666 597 0.59% — 532 +15,666 New Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History Reduced 15,553 592 0.14% 0.15% 533 -518 -3.22% Q4 2025 Jan 12, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 15,417 587 0.11% 0.11% 534 -226 -1.44% Q4 2025 Feb 09, 2026
Benson Investment Management Company, Inc. History Added to 15,378 586 0.2% 0.16% 535 +2,198 16.68% Q4 2025 Jan 27, 2026
Strathmore Capital Advisors, Inc. History New 15,113 575 0.19% — 537 +15,113 New Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 15,027 575 0.04% 0.04% 536 +899 6.36% Q4 2025 Jan 15, 2026
AssuredPartners Investment Advisors, LLC History Added to 15,048 573 0.09% 0.12% 538 +101 0.68% Q4 2025 Feb 03, 2026
Cypress Wealth Services, LLC History Reduced 14,744 561 0.08% 0.09% 539 -409 -2.7% Q4 2025 Jan 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 14,627 557 0.0% — 540 +14,627 New Q4 2025 Jan 30, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 14,546 554 0.35% 0.4% 541 -2,314 -13.72% Q4 2025 Feb 24, 2026
Tassel Capital Management, Inc. History Reduced 14,379 547 0.33% 0.36% 542 -1,255 -8.03% Q4 2025 Feb 13, 2026
Ballast Financial Advisors LLC History New 14,279 544 0.56% — 544 +14,279 New Q4 2025 Feb 17, 2026
L.K. Benson & Company, P.C. History Added to 14,289 544 0.27% 0.22% 543 +3,053 27.17% Q4 2025 Feb 06, 2026
Integrated Wealth Concepts LLC History Reduced 14,205 541 0.01% 0.02% 545 -50,987 -78.21% Q4 2025 Feb 13, 2026
Canvas Wealth Advisors, LLC History Added to 14,092 537 0.09% 0.09% 546 +967 7.37% Q4 2025 Jan 12, 2026
Quadcap Wealth Management, LLC History Added to 14,070 536 0.06% 0.06% 547 +4 0.03% Q4 2025 Jan 29, 2026
TCV Trust & Wealth Management, Inc. History Added to 13,695 521 0.04% 0.03% 548 +4,665 51.66% Q4 2025 Jan 23, 2026
IHT Wealth Management, LLC History New 13,440 512 0.01% — 549 +13,440 New Q4 2025 Feb 17, 2026
Five Oceans Advisors History Reduced 13,431 511 0.18% 0.18% 550 -79 -0.58% Q4 2025 Jan 16, 2026
Stewardship Advisors, LLC History Reduced 13,298 506 0.12% 0.12% 551 -270 -1.99% Q4 2025 Jan 15, 2026
Faithward Advisors, LLC History Added to 13,266 505 0.07% 0.06% 552 +1,438 12.16% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 13,246 504 0.03% 0.02% 553 +3,129 30.93% Q4 2025 Feb 10, 2026
Archer Investment Management, LLC History Reduced 13,182 502 0.27% 0.34% 555 -1,920 -12.71% Q4 2025 Jan 12, 2026
Triad Wealth Partners, LLC History Added to 13,182 502 0.05% 0.05% 554 +1,799 15.8% Q4 2025 Jan 22, 2026
CIBC WORLD MARKET INC. History New 13,104 499 0.0% — 556 +13,104 New Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History New 13,074 498 0.0% — 557 +13,074 New Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History No change 13,061 497 0.04% 0.04% 558 0 0.0% Q4 2025 Feb 17, 2026
Lexington Hill Partners, LLC History New 13,002 495 0.37% — 559 +13,002 New Q4 2025 Feb 19, 2026
CULLEN/FROST BANKERS, INC. History No change 12,939 493 0.01% 0.01% 560 0 0.0% Q4 2025 Feb 06, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 12,936 492 0.27% 0.27% 561 -124 -0.95% Q4 2025 Jan 12, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 12,897 491 0.23% 0.23% 562 -266 -2.02% Q4 2025 Feb 13, 2026
Vistica Wealth Advisors, LLC History New 12,845 489 0.49% — 563 +12,845 New Q4 2025 Feb 13, 2026
Forthright Family Wealth Advisory LLC History Added to 12,590 479 0.3% 0.28% 564 +242 1.96% Q4 2025 Feb 23, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 12,464 474 0.12% 0.17% 565 -7,926 -38.87% Q4 2025 Jan 08, 2026
Lakeridge Wealth Management LLC History Added to 12,355 470 0.21% 0.19% 567 +412 3.45% Q4 2025 Jan 07, 2026
Tyche Wealth Partners LLC History Reduced 12,346 470 0.07% 0.08% 566 -109 -0.88% Q4 2025 Jan 23, 2026
RITHOLTZ WEALTH MANAGEMENT History New 12,320 469 0.01% — 568 +12,320 New Q4 2025 Jan 23, 2026
Mesirow Financial Investment Management, Inc. History Reduced 12,041 458 0.01% 0.02% 569 -20,502 -63.0% Q4 2025 Feb 05, 2026
Emprise Bank History Reduced 11,872 452 0.19% 0.2% 570 -721 -5.73% Q4 2025 Jan 28, 2026
M Holdings Securities, Inc. History Added to 11,684 445 0.03% 0.09% 571 +73 0.63% Q4 2025 Feb 11, 2026
Donalies Financial Planning, LLC History New 11,665 444 0.38% — 572 +11,665 New Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Added to 11,588 441 0.03% 0.03% 573 +77 0.67% Q4 2025 Apr 02, 2026
Investment Advisory Group, LLC History Reduced 11,585 441 0.11% 0.11% 574 -45 -0.39% Q4 2025 Jan 23, 2026
HMV Wealth Advisors, LLC History Reduced 11,405 434 0.22% 0.23% 576 -90 -0.78% Q4 2025 Jan 20, 2026
Cherry Tree Wealth Management, LLC History No change 11,414 434 0.09% 0.09% 575 0 0.0% Q4 2025 Feb 10, 2026
UNIVEST FINANCIAL Corp History No change 11,222 427 0.02% 0.02% 577 0 0.0% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Reduced 11,184 426 0.0% 0.0% 578 -637 -5.39% Q4 2025 Jan 23, 2026
Stratos Investment Management, LLC History Added to 11,178 426 0.02% 0.02% 579 +32 0.29% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History Added to 10,887 414 0.0% 0.0% 580 +8,423 341.84% Q4 2025 Jan 16, 2026
Williams & Novak, LLC History Added to 10,867 414 0.31% 0.29% 581 +594 5.78% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 10,794 411 0.11% 0.16% 582 0 0.0% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,734 409 0.03% 0.03% 583 0 0.0% Q4 2025 Jan 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 10,680 407 0.0% 0.0% 584 +1,607 17.71% Q4 2025 Feb 11, 2026
Core Wealth Management, Inc. History No change 10,599 403 0.13% 0.12% 585 0 0.0% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Reduced 10,443 397 0.0% 0.0% 586 -766,758 -98.66% Q4 2025 Feb 17, 2026
BlackRock, Inc. History New 10,352 394 0.0% — 587 +10,352 New Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Added to 10,240 390 0.01% 0.01% 588 +68 0.67% Q4 2025 Feb 03, 2026
Narus Financial Partners, LLC History No change 10,231 389 0.11% 0.1% 589 0 0.0% Q4 2025 Feb 09, 2026
BURNEY CO/ History Reduced 10,118 385 0.01% 0.01% 590 -230 -2.22% Q4 2025 Jan 23, 2026
AlphaCore Capital LLC History No change 10,115 385 0.01% 0.01% 591 0 0.0% Q4 2025 Feb 05, 2026
Beacon Financial Advisory LLC History Added to 9,978 380 0.09% 0.08% 592 +307 3.17% Q4 2025 Feb 17, 2026
Longview Financial Advisors, Inc. History No change 9,827 374 0.25% 0.25% 593 0 0.0% Q4 2025 Feb 02, 2026
DIXON FNANCIAL SERVICES, INC. History Added to 9,695 369 0.16% 0.16% 594 +252 2.67% Q4 2025 Jan 15, 2026
Vigil Wealth Management, LLC History New 9,656 367 0.31% — 596 +9,656 New Q4 2025 Feb 10, 2026
Vawter Financial, Ltd. History Added to 9,646 367 0.15% 0.16% 595 +1 0.01% Q4 2025 Feb 02, 2026
Ameritas Advisory Services, LLC History Reduced 9,594 365 0.01% 0.23% 597 -85,378 -89.9% Q4 2025 Feb 04, 2026
Ruedi Wealth Management, Inc. History Reduced 9,588 365 0.1% 0.14% 598 -4,338 -31.15% Q4 2025 Feb 06, 2026
Sprinkle Financial Consultants LLC History Added to 9,592 365 0.19% 0.19% 599 +63 0.66% Q4 2025 Jan 08, 2026
CLEAR INVESTMENT RESEARCH, LLC History Reduced 9,547 363 0.6% 0.49% 600 -559 -5.53% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 9,507 362 0.0% 0.0% 601 +5,386 130.7% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History New 9,472 360 0.03% — 602 +9,472 New Q4 2025 Jan 13, 2026
ENTRUST FINANCIAL LLC History New 9,404 358 0.27% — 603 +9,404 New Q4 2025 Feb 06, 2026
RS CRUM INC. History Added to 9,383 357 0.07% 0.08% 604 +9 0.1% Q4 2025 Feb 17, 2026
Cardinal Point Capital Management ULC History Added to 9,367 356 0.02% 0.02% 605 +62 0.67% Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Reduced 9,324 355 0.01% 0.01% 606 -2,521 -21.28% Q4 2025 Feb 19, 2026
Bright Futures Wealth Management, LLC. History Added to 9,284 353 0.26% 0.24% 607 +659 7.64% Q4 2025 Feb 05, 2026
Millington Financial Advisors, LLC History New 8,611 351 0.16% — 608 +8,611 New Q4 2025 Feb 09, 2026
K2 Financial Inc. History Added to 8,950 347 0.27% 0.26% 609 +57 0.64% Q4 2025 Jan 22, 2026
US BANCORP \DE\ History Added to 9,084 346 0.0% 0.0% 610 +1,122 14.09% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Reduced 9,080 346 0.01% 0.01% 611 -695 -7.11% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Reduced 9,092 346 0.0% 0.0% 612 -275 -2.94% Q4 2025 Feb 10, 2026
KM Capital Management Ltd. History Added to 8,956 341 0.17% 0.15% 613 +43 0.48% Q4 2025 Feb 17, 2026
marrick wealth, LLC History New 8,934 340 0.28% — 615 +8,934 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 8,912 340 0.0% 0.0% 614 +705 8.59% Q4 2025 Feb 11, 2026
HANOVER ADVISORS INC History Added to 8,892 338 0.13% 0.11% 616 +782 9.64% Q4 2025 Feb 17, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 8,873 338 0.14% 0.13% 617 +464 5.52% Q4 2025 Jan 08, 2026
EVOLVE PRIVATE WEALTH, LLC History New 8,810 335 0.02% — 619 +8,810 New Q4 2025 Feb 17, 2026
Atlas Legacy Advisors, LLC History No change 8,810 335 0.06% 0.06% 618 0 0.0% Q4 2025 Jan 29, 2026
Prosperity Advisers, LLC History New 8,752 333 0.27% — 620 +8,752 New Q4 2025 Jan 23, 2026
Stone Summit Wealth LLC History Reduced 8,657 329 0.09% 0.09% 621 -111 -1.27% Q4 2025 Jan 27, 2026
Wall Capital Group, Inc. History New 8,360 318 0.3% — 622 +8,360 New Q4 2025 Feb 17, 2026
TABLEAUX LLC History Reduced 8,284 315 0.22% 0.24% 623 -8,284 -50.0% Q4 2025 Feb 17, 2026
Beacon Financial Strategies CORP History Added to 8,288 315 0.18% 0.18% 624 +1 0.01% Q4 2025 Jan 12, 2026
Modern Wealth Management, LLC History New 8,252 314 0.01% — 625 +8,252 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 8,204 312 0.01% 0.01% 626 -176 -2.1% Q4 2025 Feb 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 8,167 311 0.11% 0.18% 627 -5,515 -40.31% Q4 2025 Jan 09, 2026
Smithfield Trust Co History Added to 8,100 308 0.01% 0.01% 628 +400 5.19% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Added to 8,039 306 0.0% 0.0% 629 +7,886 5154.25% Q4 2025 Feb 17, 2026
Balance Wealth, LLC History Reduced 8,020 305 0.1% 0.08% 630 -404 -4.8% Q4 2025 Jan 21, 2026
Ariadne Wealth Management, LP History Added to 7,336 304 0.13% 0.12% 631 +65 0.89% Q4 2025 Feb 13, 2026
AIMZ Investment Advisors, LLC History New 7,968 303 0.09% — 632 +7,968 New Q4 2025 Feb 17, 2026
Financial Harvest, LLC History Reduced 7,909 301 0.19% 0.19% 633 -54 -0.68% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Reduced 7,750 295 0.0% 0.0% 634 -519 -6.28% Q4 2025 Feb 12, 2026
Vertex Planning Partners, LLC History Added to 7,668 292 0.07% 0.04% 635 +1,496 24.24% Q4 2025 Feb 17, 2026
Frazier Financial Advisors, LLC History No change 7,626 290 0.17% 0.17% 636 0 0.0% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Reduced 7,544 287 0.01% 0.01% 637 -35 -0.46% Q4 2025 Feb 17, 2026
Warwick Investment Management, Inc. History Added to 7,460 284 0.04% 0.05% 638 +42 0.57% Q4 2025 Jan 15, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 7,339 279 0.06% 0.06% 639 +308 4.38% Q4 2025 Jan 20, 2026
Steward Partners Investment Advisory, LLC History Added to 7,314 278 0.0% 0.0% 640 +75 1.04% Q4 2025 Feb 12, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 7,296 278 0.04% 0.04% 641 +19 0.26% Q4 2025 Jan 21, 2026
Platt Wealth Management LLC History New 7,278 277 0.27% — 642 +7,278 New Q4 2025 Feb 06, 2026
Total Clarity Wealth Management, Inc. History New 7,265 276 0.07% — 643 +7,265 New Q4 2025 Feb 02, 2026
Orcam Financial Group History No change 7,262 276 0.21% 0.21% 644 0 0.0% Q4 2025 Feb 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 7,200 274 0.02% 0.02% 645 0 0.0% Q4 2025 Feb 04, 2026
Hartmann Taylor Wealth Management, LLC History No change 7,205 274 0.18% 0.19% 646 0 0.0% Q4 2025 Jan 15, 2026
CERTUITY, LLC History No change 7,177 273 0.02% 0.02% 647 0 0.0% Q4 2025 Jan 30, 2026
Disciplined Investors, L.L.C. History Reduced 7,130 271 0.18% 0.19% 648 -120 -1.66% Q4 2025 Feb 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 7,079 269 0.12% — 649 +7,079 New Q4 2025 Feb 17, 2026
COGENT STRATEGIC WEALTH LLC History New 6,707 267 0.29% — 650 +6,707 New Q4 2025 Mar 02, 2026
JM2 Capital Inc. History New 7,002 266 0.21% — 651 +7,002 New Q4 2025 Jan 23, 2026
WorthPointe, LLC History Added to 6,941 264 0.07% 0.08% 652 +1,377 24.75% Q4 2025 Jan 26, 2026
VESTOR CAPITAL, LLC History Added to 11,686 259 0.02% 0.02% 653 +4,898 72.16% Q4 2025 Feb 11, 2026
Freedom Financial Partners LLC History Reduced 6,771 258 0.09% 0.09% 654 -95 -1.38% Q4 2025 Jan 06, 2026
Bay Capital Advisors, LLC History Added to 6,698 255 0.16% 0.16% 655 +6 0.09% Q4 2025 Jan 16, 2026
INTEGRITY ALLIANCE, LLC. History New 6,603 251 0.01% — 656 +6,603 New Q4 2025 Feb 09, 2026
James J. Burns & Company, LLC History Added to 6,561 250 0.03% 0.03% 657 +459 7.52% Q4 2025 Jan 23, 2026
Optivise Advisory Services LLC History No change 6,572 250 0.14% 0.14% 658 0 0.0% Q4 2025 Jan 12, 2026
Novak & Powell Financial Services, Inc. History No change 6,537 249 0.13% 0.12% 659 0 0.0% Q4 2025 Feb 10, 2026
OMNI 360 Wealth, Inc. History No change 6,175 243 0.12% 0.13% 660 0 0.0% Q4 2025 Jan 29, 2026
Opus Financial Solutions LLC History New 6,039 230 0.22% — 661 +6,039 New Q4 2025 Feb 17, 2026
Cannon Financial Strategists, Inc. History No change 5,997 228 0.03% 0.03% 662 0 0.0% Q4 2025 Feb 04, 2026
Sepio Capital, LP History Reduced 5,976 227 0.01% 0.02% 663 -1,457 -19.6% Q4 2025 Feb 12, 2026
BSW Wealth Partners History No change 5,774 220 0.03% 0.03% 664 0 0.0% Q4 2025 Jan 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History New 5,671 216 0.07% — 665 +5,671 New Q4 2025 Jan 22, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,656 215 0.01% 0.01% 666 -495 -8.05% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 5,584 212 0.0% 0.0% 667 +5,414 3184.71% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History New 5,560 211 0.01% — 668 +5,560 New Q4 2025 Jan 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,520 210 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 27, 2026
HAZLETT, BURT & WATSON, INC. History Added to 5,499 209 0.07% 0.06% 670 +561 11.36% Q4 2025 Feb 10, 2026
Ascent Group, LLC History No change 5,503 209 0.01% 0.01% 671 0 0.0% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Added to 5,406 206 0.01% 0.01% 672 +315 6.19% Q4 2025 Jan 13, 2026
Fairscale Capital, LLC History Added to 4,949 188 0.12% 0.11% 673 +695 16.34% Q4 2025 Feb 17, 2026
SITTNER & NELSON, LLC History No change 4,409 180 0.06% 0.06% 674 0 0.0% Q4 2025 Feb 11, 2026
PINNEY & SCOFIELD, INC. History Added to 4,509 171 0.1% 0.1% 675 +22 0.49% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 3,951 150 0.01% 0.01% 676 +842 27.08% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,908 148 0.0% — 677 +3,908 New Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History Added to 3,381 128 0.09% 0.08% 678 +15 0.45% Q4 2025 Mar 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 3,354 127 0.0% 0.0% 679 +188 5.94% Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History Added to 2,859 108 0.01% 0.01% 680 +442 18.29% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,807 106 0.0% 0.0% 681 0 0.0% Q4 2025 Feb 06, 2026
Orion Capital Management LLC History No change 2,526 96 0.03% 0.03% 682 0 0.0% Q4 2025 Feb 03, 2026
Tradewinds Capital Management, LLC History New 2,424 92 0.02% — 683 +2,424 New Q4 2025 Jan 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,327 88 0.0% — 687 +2,327 New Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,333 88 0.0% 0.0% 684 +1,940 493.64% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,314 88 0.0% 0.0% 685 +442 23.61% Q4 2025 Feb 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 2,322 88 0.01% 0.01% 686 +10 0.43% Q4 2025 Jan 26, 2026
Planning Project LLC History New 2,072 78 0.02% — 688 +2,072 New Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History No change 1,900 72 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History Added to 1,817 69 0.02% 0.02% 690 +1 0.06% Q4 2025 Jan 15, 2026
Triumph Capital Management History New 1,795 68 0.01% — 691 +1,795 New Q4 2025 Feb 12, 2026
Wealth Preservation Advisors, LLC History No change 1,759 67 0.03% 0.04% 692 0 0.0% Q4 2025 Feb 23, 2026
Rossby Financial, LCC History No change 1,747 66 0.02% 0.02% 693 0 0.0% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History New 1,590 60 0.0% — 694 +1,590 New Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 1,553 59 0.01% — 695 +1,553 New Q4 2025 Jan 27, 2026
CX Institutional History Reduced 1,522 58 0.0% 0.0% 696 -324 -17.55% Q4 2025 Feb 02, 2026
Parkside Financial Bank & Trust History Added to 1,521 57 0.0% 0.0% 697 +10 0.66% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 1,452 55 0.02% 0.09% 698 -4,048 -73.6% Q4 2025 Jan 20, 2026
BESSEMER GROUP INC History No change 1,339 51 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,204 45 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 23, 2026
Fort Vancouver Investment Management, LLC History Reduced 1,180 44 0.02% 0.05% 701 -1,208 -50.59% Q4 2025 Feb 06, 2026
Smallwood Wealth Investment Management, LLC History No change 1,120 42 0.02% 0.02% 702 0 0.0% Q4 2025 Jan 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 844 32 0.01% — 703 +844 New Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History New 840 32 0.0% — 704 +840 New Q4 2025 Feb 17, 2026
RHL GROUP, LLC History New 779 29 0.02% — 705 +779 New Q4 2025 Feb 09, 2026
Benson Wealth Management INC History New 730 27 0.03% — 707 +730 New Q4 2025 Feb 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 730 27 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 17, 2026
Godfrey Financial Associates, Inc. History New 681 25 0.02% — 708 +681 New Q4 2025 Feb 10, 2026
HOWE & RUSLING INC History No change 598 22 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History No change 467 17 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History No change 430 16 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 29, 2026
Anfield Capital Management, LLC History No change 410 15 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History No change 348 13 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 22, 2026
Oakworth Capital, Inc. History No change 326 12 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 30, 2026
Biltmore Family Office, LLC History No change 340 12 0.0% 0.0% 715 0 0.0% Q4 2025 Feb 04, 2026
Quent Capital, LLC History Added to 246 9 0.0% 0.0% 716 +21 9.33% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History New 219 8 0.0% — 717 +219 New Q4 2025 Feb 03, 2026
Motiv8 Investments LLC History New 178 7 0.0% — 718 +178 New Q4 2025 Feb 13, 2026
Creative Capital Management Investments LLC History Reduced 146 5 0.0% 0.0% 719 -103 -41.37% Q4 2025 Jan 23, 2026
Spurstone Advisory Services, LLC History No change 134 5 0.08% 0.06% 720 0 0.0% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History No change 130 4 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 99 3 0.0% 0.0% 722 -5,645 -98.28% Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 96 3 0.0% — 723 +96 New Q4 2025 Feb 03, 2026
MCF Advisors LLC History New 85 3 0.0% — 724 +85 New Q4 2025 Feb 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 52 1 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 06, 2026
Cranbrook Wealth Management, LLC History No change 31 1 0.0% 0.0% 726 0 0.0% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -136,906 -100.0% Q3 2025 Nov 14, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 1.2% — -74,209 -100.0% Q3 2025 Nov 06, 2025
Total Wealth Planning, LLC History Closed out 0 0 — 0.16% — -37,005 -100.0% Q3 2025 Oct 17, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.2% — -35,699 -100.0% Q3 2025 Oct 16, 2025
Baker Ellis Asset Management LLC History Closed out 0 0 — 0.05% — -11,000 -100.0% Q3 2025 Oct 23, 2025
Hill Investment Group Partners, LLC History Closed out 0 0 — 0.03% — -7,031 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -6,906 -100.0% Q3 2025 Nov 10, 2025
Prospera Financial Services Inc History Closed out 0 0 — 0.0% — -6,904 -100.0% Q3 2025 Nov 06, 2025
B.O.S.S. Retirement Advisors, LLC History Closed out 0 0 — 0.06% — -6,791 -100.0% Q3 2025 Nov 05, 2025
Concord Asset Management, LLC/VA History Closed out 0 0 — 0.04% — -6,660 -100.0% Q3 2025 Nov 05, 2025
Brookstone Capital Management History Closed out 0 0 — 0.0% — -5,699 -100.0% Q3 2025 Oct 15, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.1% — -2,206 -100.0% Q3 2025 Oct 20, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -2,188 -100.0% Q3 2025 Nov 03, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.0% — -921 -100.0% Q3 2025 Nov 03, 2025
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -735 -100.0% Q3 2025 Nov 04, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.01% — -556 -100.0% Q3 2025 Nov 12, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -144 -100.0% Q3 2025 Oct 22, 2025
SIGNATUREFD, LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Oct 21, 2025
Lloyd Advisory Services, LLC. History New 6 0 — — — +6 New Q4 2025 Feb 06, 2026
JNBA Financial Advisors History New 4 0 — — — +4 New Q4 2025 Jan 26, 2026
FMR LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 13, 2025
Sound Income Strategies, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 21, 2026
West Financial Advisors, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Jan 13, 2026