Dimensional ETF Trust - DFAS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History Added to 24,835,701 1,730,303 1.24% 1.19% 1 +2,150,710 9.48% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 8,102,950 564,532 0.07% 0.07% 2 +23,636 0.29% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,631,878 462,042 0.03% 0.03% 3 +22,323 0.34% Q4 2025 Feb 17, 2026
Index Fund Advisors, Inc. History Reduced 5,844,597 407,193 19.11% 19.45% 4 -12,235 -0.21% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 3,517,043 245,032 0.28% 0.38% 5 +114,288 3.36% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 3,104,414 216,284 39.32% 3.21% 6 +158,090 5.37% Q4 2025 Mar 04, 2026
TCI Wealth Advisors, Inc. History Added to 2,555,837 178,065 9.82% 10.03% 7 +99,453 4.05% Q4 2025 Feb 02, 2026
Align Financial, LLC History New 122,584 122,584 0.07% — 8 +122,584 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,552,450 108,159 0.03% 0.03% 9 -51,323 -3.2% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 1,384,944 96,489 1.2% 1.16% 10 +81,447 6.25% Q4 2025 Feb 04, 2026
Root Financial Partners, LLC History Added to 1,355,176 94,415 4.82% 4.11% 11 +380,939 39.1% Q4 2025 Feb 10, 2026
Plancorp, LLC History Reduced 1,306,504 91,024 2.75% 2.85% 12 -18,881 -1.42% Q4 2025 Feb 05, 2026
Vise Technologies, Inc. History Added to 1,257,727 87,625 1.72% 1.01% 13 +860,746 216.82% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 1,189,294 82,858 0.47% 0.53% 14 -91,575 -7.15% Q4 2025 Feb 10, 2026
Premier Financial Group History Added to 1,182,919 82,818 21.59% 21.12% 15 +19,742 1.7% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 1,166,599 81,277 0.01% — 16 +1,166,599 New Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 1,162,402 80,984 4.37% 4.43% 17 +15,473 1.35% Q4 2025 Jan 12, 2026
WASHINGTON TRUST BANK History Added to 1,154,951 80,465 5.64% 5.77% 18 +5,222 0.45% Q4 2025 Feb 04, 2026
First Command Advisory Services, Inc. History Reduced 1,130,069 78,731 0.55% 0.57% 19 -21,634 -1.88% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,118,981 77,959 0.12% 0.11% 20 +164,058 17.18% Q4 2025 Feb 18, 2026
Great Waters Wealth Management History Added to 1,049,586 73,124 8.04% 7.54% 21 +116,888 12.53% Q4 2025 Jan 15, 2026
BANK OF MONTREAL /CAN/ History Added to 1,021,046 71,136 0.02% 0.03% 22 +47,101 4.84% Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History Added to 1,006,896 70,150 2.91% 3.19% 23 +61,161 6.47% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Added to 999,202 69,614 0.08% 0.08% 24 +31,884 3.3% Q4 2025 Feb 06, 2026
Sageworth Trust Co History Added to 968,342 67,464 2.89% 3.03% 25 +18,914 1.99% Q4 2025 Feb 03, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 966,616 67,344 7.6% 7.7% 26 +12,065 1.26% Q4 2025 Jan 14, 2026
UBS Group AG History Added to 919,104 64,033 0.01% 0.01% 27 +49,939 5.75% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 912,788 63,593 0.02% 0.02% 28 +136,555 17.59% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 889,001 61,936 0.02% 0.02% 29 +59,891 7.22% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 839,534 58,490 0.72% 0.66% 30 -12,158 -1.43% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 760,466 52,981 1.36% 1.33% 31 -4,129 -0.54% Q4 2025 Jan 07, 2026
DiNuzzo Private Wealth, Inc. History Reduced 735,392 51,234 5.57% 5.73% 32 -4,140 -0.56% Q4 2025 Jan 16, 2026
Stordahl Capital Management, Inc. History Reduced 721,406 50,260 10.35% 10.38% 33 -199 -0.03% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Reduced 718,936 50,088 0.07% 0.07% 34 -16,893 -2.3% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 667,600 49,722 1.23% 1.18% 35 +15,157 2.32% Q4 2025 Jan 28, 2026
Wealth Management Nebraska History Added to 704,276 49,066 5.61% 5.38% 36 +44,705 6.78% Q4 2025 Jan 28, 2026
Mariner, LLC History Added to 676,560 47,135 0.06% 0.05% 37 +123,759 22.39% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 654,144 45,574 0.06% 0.06% 38 -14,903 -2.23% Q4 2025 Feb 12, 2026
Three Arch Wealth Management LLC History New 640,922 44,653 8.37% — 39 +640,922 New Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 632,175 44,043 0.23% 0.2% 40 +86,139 15.78% Q4 2025 Jan 12, 2026
Bleakley Financial Group, LLC History Added to 618,560 43,095 0.75% 0.97% 41 +5,974 0.98% Q4 2025 Feb 09, 2026
Cetera Investment Advisers History Added to 600,702 41,850 0.05% 0.04% 42 +73,467 13.93% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 598,521 41,698 0.06% 0.03% 43 +322,301 116.68% Q4 2025 Mar 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 587,004 40,896 0.03% 0.03% 44 -7,400 -1.24% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 577,477 40,232 0.16% — 45 +577,477 New Q4 2025 Feb 13, 2026
DIXON FNANCIAL SERVICES, INC. History Reduced 561,605 39,127 17.35% 17.57% 46 -1,852 -0.33% Q4 2025 Jan 15, 2026
Beaird Harris Wealth Management, LLC History Reduced 555,086 38,672 2.66% 2.75% 47 -10,660 -1.88% Q4 2025 Feb 23, 2026
SAX WEALTH ADVISORS, LLC History Added to 548,487 38,213 1.8% 2.0% 48 +5,000 0.92% Q4 2025 Jan 12, 2026
Cerity Partners LLC History Added to 547,569 38,149 0.06% 0.06% 49 +26,317 5.05% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 527,514 37,106 0.07% 0.07% 50 -2,008 -0.38% Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 518,222 36,104 0.42% 0.42% 51 -14,446 -2.71% Q4 2025 Jan 21, 2026
KWMG, LLC History Added to 482,648 33,626 2.9% 2.83% 52 +10,619 2.25% Q4 2025 Jan 16, 2026
Austin Asset Management Co Inc History Reduced 472,914 32,947 5.41% 5.97% 53 -5,415 -1.13% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Reduced 470,710 32,794 0.04% 0.04% 54 -7,934 -1.66% Q4 2025 Feb 02, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 465,214 32,411 2.09% 1.97% 55 +28,061 6.42% Q4 2025 Jan 26, 2026
Richard Young Associates, Ltd. History New 455,789 31,754 24.8% — 56 +455,789 New Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Reduced 452,836 31,549 0.18% 0.19% 57 -2,905 -0.64% Q4 2025 Feb 03, 2026
Hurlow Wealth Management Group, Inc. History Added to 448,766 31,265 7.65% 7.13% 58 +46,410 11.53% Q4 2025 Feb 17, 2026
Heritage Investment Group, Inc. History Reduced 443,051 30,867 4.7% 4.89% 59 -3,075 -0.69% Q4 2025 Jan 30, 2026
Heritage Wealth Management, Inc./Texas History Added to 427,125 29,758 12.91% 12.55% 60 +11,156 2.68% Q4 2025 Feb 09, 2026
ACORN CREEK CAPITAL LLC History Added to 425,052 29,613 10.64% 10.81% 61 +6,710 1.6% Q4 2025 Feb 02, 2026
FINANCIAL CONSULATE, INC History Added to 424,499 29,574 4.04% 4.03% 62 +7,576 1.82% Q4 2025 Jan 22, 2026
OSAIC HOLDINGS, INC. History Added to 422,944 29,467 0.04% 0.04% 63 +14,193 3.47% Q4 2025 Feb 17, 2026
DecisionPoint Financial, LLC History Added to 415,630 28,956 6.37% 6.39% 64 +16,395 4.11% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 396,997 28,797 0.04% 0.04% 65 +9,615 2.48% Q4 2025 Jan 08, 2026
Tanager Wealth Management LLP History Added to 408,871 28,486 2.84% 2.87% 66 +8,973 2.24% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 393,518 27,416 0.11% 0.1% 67 -2,425 -0.61% Q4 2025 Jan 29, 2026
Divergent Planning, LLC History Added to 361,021 25,412 6.49% 6.5% 68 +7,242 2.05% Q4 2025 Jan 12, 2026
CHOREO, LLC History Reduced 358,655 25,256 0.32% 0.33% 69 -8,023 -2.19% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 355,904 24,795 0.05% 0.05% 70 +1,055 0.3% Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 352,483 24,557 3.82% 3.76% 71 +6,394 1.85% Q4 2025 Jan 23, 2026
Disciplined Equity Management, Inc. History Added to 350,232 24,400 12.64% 12.75% 72 +8,029 2.35% Q4 2025 Jan 14, 2026
Guardian Wealth Management, LLC History New 338,472 23,581 7.48% — 73 +338,472 New Q4 2025 Jan 20, 2026
Foster Group, Inc. History Reduced 332,181 23,143 0.7% 0.74% 74 -11,420 -3.32% Q4 2025 Jan 12, 2026
Your Advocates Ltd., LLP History Added to 329,790 22,976 7.5% 7.49% 75 +3,494 1.07% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 329,494 22,955 0.16% 0.17% 76 +40,386 13.97% Q4 2025 Feb 18, 2026
Tillman Hartley LLC History Added to 328,739 22,903 5.75% 5.73% 77 +5,133 1.59% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 326,465 22,744 0.66% — 78 +326,465 New Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 323,700 22,552 0.4% 0.44% 79 +1,425 0.44% Q4 2025 Jan 16, 2026
Farther Finance Advisors, LLC History Added to 319,942 22,290 0.24% 0.27% 80 +62,303 24.18% Q4 2025 Jan 23, 2026
BUILDER INVESTMENT GROUP INC /ADV History Added to 318,809 22,211 4.8% 4.68% 81 +14,467 4.75% Q4 2025 Jan 28, 2026
Stadion Money Management, LLC History Added to 317,163 22,096 1.79% 1.22% 82 +94,883 42.69% Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 303,603 22,020 2.08% 2.13% 83 -686 -0.23% Q4 2025 Jan 22, 2026
Planning Center, Inc. History Reduced 313,146 21,816 2.23% 2.4% 84 -20,356 -6.1% Q4 2025 Feb 02, 2026
EP Wealth Advisors, LLC History New 309,315 21,549 0.11% — 85 +309,315 New Q4 2025 Feb 18, 2026
M Holdings Securities, Inc. History New 308,858 21,518 1.54% — 86 +308,858 New Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 305,693 21,298 0.06% 0.05% 87 +28,322 10.21% Q4 2025 Feb 05, 2026
Tilson Financial Group, Inc. History Added to 303,666 21,156 6.51% 6.62% 88 +9,212 3.13% Q4 2025 Feb 05, 2026
MASECO LLP History Reduced 298,511 20,806 0.91% 1.01% 89 -6,884 -2.25% Q4 2025 Jan 22, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 297,096 20,698 0.41% 0.35% 90 +36,288 13.91% Q4 2025 Feb 05, 2026
Timonier Family Office, LTD. History Added to 296,472 20,655 6.56% 6.54% 91 +4,797 1.64% Q4 2025 Feb 04, 2026
PCA Investment Advisory Services Inc. History Added to 289,187 20,147 7.04% 6.67% 92 +25,739 9.77% Q4 2025 Feb 10, 2026
Forum Private Client Group LLC History Added to 288,650 20,110 6.85% 6.87% 93 +6,943 2.46% Q4 2025 Feb 06, 2026
PINNEY & SCOFIELD, INC. History Added to 288,343 20,088 11.4% 11.77% 94 +11,535 4.17% Q4 2025 Feb 13, 2026
McNamara Financial Services, Inc. History Added to 286,036 19,928 3.78% 0.05% 95 +282,432 7836.63% Q4 2025 Jan 21, 2026
Pillar Financial Advisors, LLC History Added to 285,337 19,879 11.99% 12.15% 96 +2,660 0.94% Q4 2025 Feb 02, 2026
AdvisorNet Financial, Inc History Reduced 285,119 19,864 1.06% 1.13% 97 -5,983 -2.06% Q4 2025 Jan 20, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 281,559 19,616 1.89% 1.89% 98 +8,890 3.26% Q4 2025 Feb 06, 2026
HILL ISLAND FINANCIAL LLC History Added to 280,214 19,522 4.67% 4.64% 99 +8,491 3.12% Q4 2025 Jan 22, 2026
McLean Asset Management Corp History Reduced 263,163 19,458 3.49% 3.91% 100 -11,118 -4.05% Q4 2025 Jan 16, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 273,380 19,046 0.36% 0.4% 101 -17,695 -6.08% Q4 2025 Feb 10, 2026
Allodium Investment Consultants, LLC History Added to 269,525 18,777 9.51% 9.37% 102 +27,091 11.17% Q4 2025 Jan 14, 2026
Parkwoods Wealth Partners, LLC History Added to 267,844 18,660 5.49% 6.13% 103 +5,218 1.99% Q4 2025 Jan 15, 2026
Tassel Capital Management, Inc. History Added to 265,846 18,521 11.21% 10.97% 104 +15,440 6.17% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 265,216 18,477 0.0% 0.0% 105 +98,222 58.82% Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Added to 264,962 18,459 0.5% 0.48% 106 +13,003 5.16% Q4 2025 Feb 06, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 263,405 18,351 1.8% 1.74% 107 +12,704 5.07% Q4 2025 Feb 13, 2026
CLUNE & ASSOCIATES, LTD. History Added to 254,358 17,721 3.83% 3.98% 108 +21,676 9.32% Q4 2025 Feb 09, 2026
EnRich Financial Partners LLC History Added to 254,109 17,703 4.83% 4.87% 109 +4,010 1.6% Q4 2025 Jan 28, 2026
LRI Investments, LLC History Added to 247,036 17,210 1.39% 1.28% 110 +19,511 8.58% Q4 2025 Feb 04, 2026
WPWealth LLP History Added to 242,771 16,913 2.65% 2.35% 111 +32,809 15.63% Q4 2025 Feb 13, 2026
New Hampshire Trust History Reduced 237,356 16,536 3.22% 3.33% 112 -14,925 -5.92% Q4 2025 Jan 29, 2026
Lutz Financial Services LLC History Added to 237,201 16,525 1.12% 1.15% 113 +4,708 2.03% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 233,602 16,275 0.01% 0.01% 114 +29,140 14.25% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 229,504 15,989 0.16% 0.17% 115 -16,158 -6.58% Q4 2025 Feb 13, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 227,558 15,853 3.82% 3.78% 116 +8,592 3.92% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 221,705 15,446 0.01% 0.01% 117 +48,422 27.94% Q4 2025 Feb 17, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Added to 221,175 15,409 12.78% 13.06% 118 +1,486 0.68% Q4 2025 Jan 08, 2026
Aspen Capital Management, LLC History Reduced 220,759 15,380 3.81% 3.87% 119 -1,261 -0.57% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Added to 216,721 15,098 0.0% 0.0% 120 +1,996 0.93% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Added to 213,918 14,904 0.13% 0.1% 121 +24,493 12.93% Q4 2025 Jan 05, 2026
West Financial Advisors, LLC History Added to 212,021 14,771 2.49% 2.32% 122 +6,776 3.3% Q4 2025 Jan 13, 2026
McGlone Suttner Wealth Management, Inc. History Added to 209,240 14,577 1.96% 1.94% 123 +6,384 3.15% Q4 2025 Jan 15, 2026
True Link Financial Advisors, LLC History New 208,580 14,531 0.88% — 124 +208,580 New Q4 2025 Jan 29, 2026
Dynamic Advisor Solutions LLC History Reduced 203,109 14,150 0.45% 0.51% 125 -56,090 -21.64% Q4 2025 Jan 09, 2026
Financial Engines Advisors L.L.C. History Added to 200,285 13,953 0.03% 0.03% 126 +4,682 2.39% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History Added to 176,396 13,280 0.86% 0.8% 127 +3,651 2.11% Q4 2025 Jan 23, 2026
Midwest Heritage Bank, FSB History Added to 188,529 13,134 4.53% 4.53% 128 +1,459 0.78% Q4 2025 Feb 04, 2026
Wescott Financial Advisory Group, LLC History Added to 186,450 12,989 1.13% 1.1% 129 +6,682 3.72% Q4 2025 Feb 12, 2026
AIRE ADVISORS, LLC History Added to 184,639 12,863 2.35% 2.24% 130 +4,141 2.29% Q4 2025 Feb 17, 2026
Spinnaker Investment Group, LLC History Reduced 183,359 12,774 2.32% 2.36% 131 -429 -0.23% Q4 2025 Jan 12, 2026
Sterling Wealth Management, Inc. History Added to 182,708 12,729 3.63% 3.68% 132 +5,533 3.12% Q4 2025 Feb 17, 2026
American Investment Services, Inc. History Added to 181,990 12,679 2.94% 2.76% 133 +14,077 8.38% Q4 2025 Feb 13, 2026
Syverson Strege & Co History Reduced 175,826 12,249 2.9% 2.92% 134 -2,178 -1.22% Q4 2025 Feb 09, 2026
Modern Wealth Management, LLC History Added to 175,246 12,209 0.22% 0.07% 135 +123,750 240.31% Q4 2025 Feb 17, 2026
Pacific Sage Partners, LLC History Added to 174,422 12,152 1.93% 1.94% 136 +5,126 3.03% Q4 2025 Jan 16, 2026
Smartleaf Asset Management LLC History Added to 172,018 12,113 0.46% 0.19% 137 +126,586 278.63% Q4 2025 Feb 13, 2026
Trinity Financial Advisors LLC History Added to 173,752 12,105 3.39% 3.35% 138 +4,084 2.41% Q4 2025 Jan 13, 2026
Orion Porfolio Solutions, LLC History Added to 173,709 12,102 0.09% 0.01% 139 +162,153 1403.19% Q4 2025 Feb 12, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 173,048 12,056 8.55% 8.34% 140 +7,805 4.72% Q4 2025 Jan 07, 2026
Invst, LLC History Added to 172,883 12,044 1.31% 1.28% 141 +8,114 4.92% Q4 2025 Feb 11, 2026
Summit Wealth Group, LLC History Added to 168,102 11,711 2.73% 2.71% 142 +4,205 2.57% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 168,041 11,707 0.03% 0.04% 143 -12,035 -6.68% Q4 2025 Jan 26, 2026
Burk Holdings LLC History Added to 167,771 11,688 5.57% 5.94% 144 +5,283 3.25% Q4 2025 Feb 12, 2026
Mendota Financial Group, LLC History Added to 165,954 11,561 8.41% 8.21% 145 +5,292 3.29% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 165,331 11,518 0.05% — 146 +165,331 New Q4 2025 Feb 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 162,106 11,293 0.23% 0.03% 147 +140,404 646.96% Q4 2025 Feb 09, 2026
Conservest Capital Advisors, Inc. History Reduced 160,558 11,186 1.01% 1.03% 148 -2,253 -1.38% Q4 2025 Feb 12, 2026
Clear Creek Financial Management, LLC History Added to 160,312 11,168 0.91% 0.76% 149 +31,527 24.48% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Reduced 159,919 11,141 0.34% 0.37% 150 -9,070 -5.37% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 158,429 11,037 0.0% 0.0% 151 -74,415 -31.96% Q4 2025 Feb 13, 2026
B&D White Capital Company, LLC History Added to 156,385 10,895 1.26% 1.32% 152 +5,969 3.97% Q4 2025 Feb 13, 2026
JGP Wealth Management, LLC History New 156,074 10,873 1.13% — 153 +156,074 New Q4 2025 Jan 12, 2026
WorthPointe, LLC History Added to 154,694 10,777 2.83% 3.74% 154 +8,940 6.13% Q4 2025 Jan 26, 2026
Daner Wealth Management, LLC History Added to 140,535 10,735 6.57% 6.1% 155 +1,515 1.09% Q4 2025 Feb 11, 2026
Pioneer Wealth Management Group History Added to 150,163 10,461 3.18% 3.12% 156 +9,019 6.39% Q4 2025 Jan 12, 2026
MML INVESTORS SERVICES, LLC History Added to 149,599 10,422 0.03% 0.02% 157 +14,270 10.54% Q4 2025 Feb 13, 2026
Colorado Capital Management, Inc. History Added to 148,982 10,380 3.9% 3.87% 158 +2,688 1.84% Q4 2025 Jan 23, 2026
Forum Financial Management, LP History Reduced 148,562 10,350 0.13% 0.14% 159 -5,271 -3.43% Q4 2025 Jan 27, 2026
MAI Capital Management History Added to 147,991 10,310 0.06% 0.06% 160 +2,088 1.43% Q4 2025 Feb 13, 2026
Envision Financial Planning, LLC History Added to 143,062 9,967 3.77% 4.08% 161 +2,615 1.86% Q4 2025 Feb 17, 2026
DRAVO BAY LLC History Added to 142,178 9,905 4.12% 4.01% 162 +9,684 7.31% Q4 2025 Jan 27, 2026
Granite Harbor Advisors, Inc. History Added to 139,979 9,752 4.12% 3.92% 163 +3,903 2.87% Q4 2025 Jan 22, 2026
Efficient Advisors, LLC History Added to 138,942 9,680 0.57% 0.47% 164 +16,524 13.5% Q4 2025 Jan 21, 2026
Wealth Management Partners, LLC History Added to 138,025 9,616 2.75% 0.86% 165 +98,459 248.85% Q4 2025 Jan 12, 2026
Baird Financial Group, Inc. History Added to 137,338 9,568 0.01% 0.01% 166 +7,016 5.38% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 136,525 9,511 0.75% 0.82% 167 -8,340 -5.76% Q4 2025 Jan 05, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 135,956 9,472 3.06% 1.65% 168 -10,356 -7.08% Q4 2025 Jan 27, 2026
Wood Tarver Financial Group, LLC History Added to 135,909 9,468 2.66% 2.65% 169 +4,895 3.74% Q4 2025 Feb 12, 2026
Spire Wealth Management History Added to 135,829 9,463 0.32% 0.31% 170 +3,773 2.86% Q4 2025 Jan 14, 2026
WEBSTER BANK, N. A. History Added to 135,021 9,406 0.88% 0.78% 171 +15,911 13.36% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 134,762 9,388 2.81% 2.8% 172 +3,650 2.78% Q4 2025 Jan 30, 2026
Gemmer Asset Management LLC History Added to 134,462 9,367 0.72% 0.67% 173 +13,329 11.0% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 134,359 9,360 0.16% 0.04% 174 +108,819 426.07% Q4 2025 Feb 19, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 133,628 9,309 8.73% — 175 +133,628 New Q4 2025 Feb 19, 2026
Waterfront Wealth Inc. History Added to 124,248 9,267 1.76% 1.72% 176 +1,122 0.91% Q4 2025 Jan 27, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 131,954 9,193 0.59% 0.61% 177 -155 -0.12% Q4 2025 Jan 20, 2026
VeraBank, N.A. History Added to 131,373 9,152 1.66% 1.61% 178 +5,935 4.73% Q4 2025 Feb 11, 2026
SB Capital Management Inc History New 129,672 9,034 3.31% — 179 +129,672 New Q4 2025 Feb 20, 2026
GEM Asset Management, LLC History Added to 123,882 8,923 3.98% 3.88% 180 +3,981 3.32% Q4 2025 Jan 09, 2026
Ballentine Capital Advisors, Inc History Added to 126,970 8,846 3.73% 3.68% 181 +5,467 4.5% Q4 2025 Feb 02, 2026
Vermillion Wealth Management, Inc. History Reduced 126,637 8,822 3.58% 2.43% 182 -4,889 -3.72% Q4 2025 Feb 11, 2026
TFO Wealth Partners, LLC History Added to 125,304 8,729 1.31% 1.38% 183 +1,676 1.36% Q4 2025 Feb 05, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 124,844 8,697 0.71% 0.77% 184 -22,846 -15.47% Q4 2025 Feb 17, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 124,151 8,649 4.29% 4.38% 185 +973 0.79% Q4 2025 Jan 22, 2026
Kestra Advisory Services, LLC History Added to 121,475 8,463 0.03% 0.04% 186 +2,850 2.4% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Added to 121,461 8,462 0.6% 0.59% 187 +5,099 4.38% Q4 2025 Feb 06, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 109,997 8,278 4.21% 4.0% 188 +9,287 9.22% Q4 2025 Jan 27, 2026
CURIO WEALTH, LLC History Added to 115,989 8,263 2.93% 2.98% 189 +9,826 9.26% Q4 2025 Feb 11, 2026
KEB ASSET MANAGEMENT, LLC History Added to 117,996 8,220 1.67% 1.81% 190 +257 0.22% Q4 2025 Jan 09, 2026
FIRST NATIONAL TRUST CO History Reduced 116,419 8,110 0.27% 0.84% 191 -240,467 -67.38% Q4 2025 Feb 09, 2026
Cedar Point Capital Partners, LLC History Reduced 115,764 8,065 5.15% 5.39% 192 -4,414 -3.67% Q4 2025 Feb 11, 2026
ASPIRIANT, LLC History Reduced 115,482 8,045 0.23% 0.25% 193 -1,579 -1.35% Q4 2025 Jan 20, 2026
Pinnacle Financial Group, LLC / IL History Reduced 113,248 7,890 2.29% 2.35% 194 -173 -0.15% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Added to 112,511 7,839 0.24% 0.17% 195 +25,412 29.18% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 110,869 7,724 0.26% 0.29% 196 -8,769 -7.33% Q4 2025 Feb 06, 2026
Yardley Wealth Management LLC History Added to 110,606 7,705 4.1% 4.1% 197 +3,371 3.14% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 110,136 7,673 0.14% 0.15% 198 +944 0.86% Q4 2025 Feb 03, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History New 109,863 7,654 5.75% — 199 +109,863 New Q4 2025 Mar 12, 2026
Rockefeller Capital Management L.P. History Added to 108,810 7,580 0.01% 0.01% 200 +13,216 13.83% Q4 2025 Mar 16, 2026
Private Advisor Group, LLC History Reduced 107,822 7,511 0.04% 0.04% 201 -1,870 -1.7% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Added to 107,342 7,478 1.09% 1.04% 202 +5,067 4.95% Q4 2025 Feb 02, 2026
Ruggaard & Associates LLC History Reduced 106,458 7,416 2.92% 3.01% 203 -11,170 -9.5% Q4 2025 Feb 20, 2026
CLARIS ADVISORS, LLC / MO / History Added to 106,207 7,399 2.26% 2.31% 204 +1,737 1.66% Q4 2025 Jan 16, 2026
Cascade Wealth Advisors, Inc History Reduced 98,395 7,262 3.35% 3.37% 205 -1,763 -1.76% Q4 2025 Feb 04, 2026
Ruedi Wealth Management, Inc. History Reduced 103,444 7,206 1.89% 2.05% 206 -3,394 -3.18% Q4 2025 Feb 06, 2026
LAM GROUP, INC. History Reduced 101,898 7,099 4.06% 4.47% 207 -3,348 -3.18% Q4 2025 Jan 23, 2026
Aegis Wealth Management LLC History Reduced 101,028 7,038 3.98% 4.05% 208 -9,423 -8.53% Q4 2025 Jan 14, 2026
KELLEHER FINANCIAL ADVISORS History Added to 99,592 6,938 1.59% 1.34% 209 +20,948 26.64% Q4 2025 Jan 20, 2026
JDH Wealth Management, LLC History Reduced 99,321 6,919 4.74% 4.85% 210 -446 -0.45% Q4 2025 Jan 05, 2026
Visionary Wealth Advisors History Added to 98,841 6,886 0.31% 0.31% 211 +1,991 2.06% Q4 2025 Feb 13, 2026
Kooman & Associates History Added to 98,309 6,849 2.03% 2.02% 212 +2,838 2.97% Q4 2025 Jan 23, 2026
ESG Planning DBA Harper Investing History Added to 97,495 6,792 2.92% 2.89% 213 +8,718 9.82% Q4 2025 Feb 04, 2026
PINKERTON WEALTH, LLC History Added to 95,894 6,680 0.68% 0.69% 214 +2,406 2.57% Q4 2025 Feb 06, 2026
Navigoe, LLC History Reduced 95,894 6,680 4.12% 4.29% 215 -2,173 -2.22% Q4 2025 Feb 03, 2026
Forza Wealth Management, LLC History Added to 95,720 6,668 2.41% 1.98% 216 +20,245 26.82% Q4 2025 Feb 02, 2026
JMG Financial Group, Ltd. History Added to 94,533 6,586 0.19% 0.18% 217 +1,123 1.2% Q4 2025 Feb 10, 2026
MBA Advisors LLC History Added to 94,481 6,582 2.65% 2.49% 218 +9,256 10.86% Q4 2025 Jan 21, 2026
Platform Technology Partners History Added to 93,873 6,540 1.39% 1.35% 219 +11,377 13.79% Q4 2025 Feb 13, 2026
Alpha Financial Advisors, LLC History Reduced 93,078 6,484 1.98% 2.29% 221 -2,054 -2.16% Q4 2025 Jan 20, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 93,068 6,484 3.63% 3.74% 220 -95 -0.1% Q4 2025 Jan 09, 2026
NewEdge Advisors, LLC History Reduced 93,066 6,483 0.02% 0.03% 222 -5,347 -5.43% Q4 2025 Feb 18, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 92,926 6,474 1.49% 1.6% 223 -4,663 -4.78% Q4 2025 Jan 06, 2026
Discipline Wealth Solutions, LLC History Added to 92,650 6,454 1.2% 1.53% 224 +8,115 9.6% Q4 2025 Jan 26, 2026
BUSH INVESTMENT GROUP, LLC History New 92,130 6,418 3.59% — 225 +92,130 New Q4 2025 Mar 05, 2026
Parker Financial LLC History Added to 90,469 6,303 2.56% 2.53% 226 +221 0.24% Q4 2025 Feb 03, 2026
KMT WEALTH MANAGEMENT, LLC History No change 90,461 6,302 3.37% 3.33% 227 0 0.0% Q4 2025 Feb 05, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 89,797 6,256 3.72% 3.73% 228 -778 -0.86% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 89,001 6,200 0.0% 0.0% 229 +6,188 7.47% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Reduced 88,653 6,176 0.23% 0.25% 230 -59 -0.07% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 88,236 6,147 0.05% — 231 +88,236 New Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 87,201 6,075 0.0% 0.0% 232 +54,003 162.67% Q4 2025 Feb 12, 2026
CPA Asset Management Group, LLC History Added to 84,303 5,873 2.06% 2.04% 233 +6,814 8.79% Q4 2025 Jan 13, 2026
Sageworth Trust Co of South Dakota History Added to 82,252 5,730 4.68% 4.52% 234 +12,257 17.51% Q4 2025 Jan 30, 2026
Seneschal Advisors, LLC History Reduced 79,563 5,543 4.08% 4.2% 235 -5,022 -5.94% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Added to 78,062 5,438 0.48% 0.47% 236 +487 0.63% Q4 2025 Feb 06, 2026
Cordant, Inc. History Added to 77,544 5,402 2.26% 2.24% 237 +5,198 7.18% Q4 2025 Jan 12, 2026
SHERMAN PORFOLIOS, LLC History Added to 76,289 5,315 0.36% 0.1% 238 +72,119 1729.47% Q4 2025 Feb 17, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 75,833 5,283 2.16% 2.21% 239 +380 0.5% Q4 2025 Jan 08, 2026
Physician Wealth Advisors, Inc. History Added to 75,191 5,238 0.73% 0.72% 240 +1,316 1.78% Q4 2025 Jan 29, 2026
Birchcreek Wealth Management, LLC History Added to 74,819 5,212 2.56% 2.37% 241 +7,827 11.68% Q4 2025 Jan 16, 2026
Apella Capital, LLC History Added to 73,753 5,138 0.1% 0.11% 242 +1,039 1.43% Q4 2025 Jan 21, 2026
Frankly Finances, LLC History New 73,651 5,131 4.45% — 243 +73,651 New Q4 2025 Jan 26, 2026
BWM Planning, LLC History Added to 73,337 5,109 1.37% 1.49% 244 +73 0.1% Q4 2025 Jan 14, 2026
First Financial Group Corp History Reduced 71,909 5,009 4.26% 4.39% 246 -2,110 -2.85% Q4 2025 Jan 28, 2026
Hiley Hunt Wealth Management History Added to 71,897 5,009 2.24% 2.27% 245 +1,421 2.02% Q4 2025 Jan 06, 2026
Quantinno Capital Management LP History Added to 71,879 5,007 0.01% 0.01% 247 +31,608 78.49% Q4 2025 Feb 17, 2026
Bouchey Financial Group Ltd History Reduced 71,854 5,006 0.38% 2.11% 248 -327,543 -82.01% Q4 2025 Jan 16, 2026
Napier Financial, LLC History New 69,684 4,854 1.21% — 249 +69,684 New Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 68,916 4,801 0.03% 0.01% 250 +37,098 116.59% Q4 2025 Jan 29, 2026
Altiora Financial Group, LLC History Reduced 68,074 4,742 0.82% 0.85% 251 -32 -0.05% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Added to 68,015 4,738 0.09% 0.08% 252 +5,489 8.78% Q4 2025 Feb 04, 2026
Envestnet Portfolio Solutions, Inc. History Added to 67,901 4,730 0.02% 0.02% 253 +1,350 2.03% Q4 2025 Feb 06, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 67,516 4,703 1.13% 1.09% 254 +3,069 4.76% Q4 2025 Feb 02, 2026
Kondo Wealth Advisors, Inc. History Added to 66,092 4,607 1.76% 1.82% 255 +93 0.14% Q4 2025 Jan 30, 2026
Grunden Financial Advisory, Inc. History Added to 65,786 4,583 1.79% 1.46% 256 +13,356 25.47% Q4 2025 Jan 27, 2026
Meridian Wealth Partners, LLC History Added to 65,703 4,577 0.63% 0.52% 257 +10,142 18.25% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 65,655 4,574 0.22% 0.19% 258 -2,252 -3.32% Q4 2025 Jan 27, 2026
FMB WEALTH MANAGEMENT History Reduced 64,944 4,524 1.79% 1.9% 259 -437 -0.67% Q4 2025 Jan 22, 2026
DBK Financial Counsel, LLC History Added to 64,557 4,497 3.45% 3.41% 260 +5,265 8.88% Q4 2025 Jan 26, 2026
Investmark Advisory Group LLC History Added to 64,279 4,478 1.91% 1.89% 261 +464 0.73% Q4 2025 Jan 28, 2026
TME FINANCIAL, INC. History Added to 62,821 4,376 3.07% 2.8% 262 +8,312 15.25% Q4 2025 Jan 27, 2026
Kestra Investment Management, LLC History Added to 62,664 4,365 0.11% 0.09% 263 +12,849 25.79% Q4 2025 Feb 09, 2026
Kane Co Wealth Management, Inc. History New 61,890 4,311 3.8% — 264 +61,890 New Q4 2025 Feb 05, 2026
Well Done, LLC History Reduced 61,144 4,259 0.64% 0.73% 265 -1,834 -2.91% Q4 2025 Jan 13, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 60,701 4,229 1.54% 1.6% 266 -579 -0.94% Q4 2025 Jan 27, 2026
Bank of New York Mellon Corp History Added to 60,012 4,181 0.0% 0.0% 267 +4,510 8.13% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History Added to 58,381 4,067 0.08% 0.09% 268 +4,108 7.57% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Added to 57,785 4,025 0.05% 0.06% 269 +4,104 7.65% Q4 2025 Jan 29, 2026
TruNorth Capital Management, LLC History Added to 57,739 4,022 0.76% 0.78% 270 +5 0.01% Q4 2025 Feb 11, 2026
180 WEALTH ADVISORS, LLC History Added to 57,469 4,003 0.46% 0.44% 271 +5,011 9.55% Q4 2025 Jan 09, 2026
Greenspring Advisors, LLC History Added to 57,226 3,986 0.24% 0.14% 272 +45,367 382.55% Q4 2025 Feb 10, 2026
SC&H Financial Advisors, Inc. History Added to 56,928 3,966 0.61% 0.62% 273 +1,211 2.17% Q4 2025 Jan 21, 2026
Strategent Financial, LLC History Added to 56,905 3,964 2.51% 2.44% 274 +6,992 14.01% Q4 2025 Jan 29, 2026
Cascade Financial Partners, LLC History No change 56,526 3,938 0.4% 0.44% 275 0 0.0% Q4 2025 Feb 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 56,334 3,924 0.08% 0.07% 276 +10,868 23.9% Q4 2025 Feb 06, 2026
CLG LLC History Reduced 56,200 3,915 0.97% 1.05% 277 -146 -0.26% Q4 2025 Jan 15, 2026
Merit Financial Group, LLC History Reduced 55,745 3,883 0.03% 0.07% 278 -59,566 -51.66% Q4 2025 Jan 26, 2026
Armor Investment Advisors, LLC History Reduced 54,988 3,831 1.41% 1.7% 279 -23,246 -29.71% Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History New 54,950 3,828 0.05% — 280 +54,950 New Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 54,670 3,808 0.03% 0.02% 281 +9,933 22.2% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 54,018 3,763 0.05% 0.02% 282 +33,647 165.17% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 53,827 3,750 0.12% 0.12% 283 +15,851 41.74% Q4 2025 Jan 20, 2026
Florida Trust Wealth Management Co History Added to 53,756 3,745 0.1% 0.09% 284 +7,684 16.68% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 53,754 3,745 0.14% 0.15% 285 -2,312 -4.12% Q4 2025 Feb 06, 2026
DeLarme Wealth Management, Inc. History New 53,678 3,739 2.66% — 286 +53,678 New Q4 2025 Jan 26, 2026
BCM ADVISORS, LLC History Added to 50,084 3,730 0.71% 0.64% 287 +4,055 8.81% Q4 2025 Jan 26, 2026
DiPaolo Financial Group, Inc. History New 53,108 3,700 3.94% — 288 +53,108 New Q4 2025 Feb 24, 2026
Physician Wealth Solutions Inc. History No change 52,865 3,683 1.56% 1.58% 289 0 0.0% Q4 2025 Jan 12, 2026
Glass Jacobson Investment Advisors llc History Added to 52,696 3,671 1.32% 1.28% 290 +994 1.92% Q4 2025 Jan 22, 2026
First Western Trust Bank History Reduced 51,975 3,621 0.18% 0.18% 291 -3,818 -6.84% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Added to 51,552 3,591 0.92% 0.96% 292 +212 0.41% Q4 2025 Jan 23, 2026
ENZI WEALTH History Reduced 47,996 3,548 1.25% 3.86% 293 -114,447 -70.45% Q4 2025 Jan 15, 2026
FISCHER INVESTMENT STRATEGIES, LLC History New 50,779 3,537 2.06% — 294 +50,779 New Q4 2025 Jan 28, 2026
Adelphi Trust Co History New 50,398 3,511 2.87% — 295 +50,398 New Q4 2025 Jan 26, 2026
MCF Advisors LLC History New 50,232 3,499 0.19% — 296 +50,232 New Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Added to 49,975 3,481 0.04% 0.04% 297 +730 1.48% Q4 2025 Jan 16, 2026
TCP Asset Management, LLC History Added to 49,865 3,474 0.59% 0.59% 298 +1,211 2.49% Q4 2025 Jan 07, 2026
Colony Family Offices, LLC History Added to 49,646 3,458 0.86% 0.73% 299 +8,599 20.95% Q4 2025 Jan 22, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 49,616 3,456 1.17% 1.11% 300 +4,470 9.9% Q4 2025 Jan 20, 2026
HTG Investment Advisors, Inc. History Added to 49,562 3,452 1.06% 1.09% 301 +2,208 4.66% Q4 2025 Feb 02, 2026
IHT Wealth Management, LLC History Added to 48,495 3,378 0.08% 0.08% 302 +1,912 4.1% Q4 2025 Feb 17, 2026
Blume Capital Management, Inc. History Reduced 48,099 3,351 0.61% 0.63% 303 -100 -0.21% Q4 2025 Feb 05, 2026
Harbour Wealth Management Group, Inc. History New 48,080 3,349 2.62% — 304 +48,080 New Q4 2025 Feb 19, 2026
TAGStone Capital, Inc. History Added to 48,000 3,344 1.25% 1.3% 305 +92 0.19% Q4 2025 Feb 10, 2026
Cambridge Financial Group, LLC History Added to 49,713 3,299 1.15% 0.99% 306 +4,963 11.09% Q4 2025 Jan 09, 2026
Drucker Wealth 3.0, LLC History Added to 47,082 3,280 0.58% 0.56% 307 +1,324 2.89% Q4 2025 Feb 03, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 47,065 3,278 0.79% 0.89% 308 -1,882 -3.84% Q4 2025 Feb 27, 2026
Jacobi Capital Management LLC History Added to 46,967 3,272 0.19% 0.18% 309 +4,724 11.18% Q4 2025 Feb 13, 2026
Freedom Investment Management, Inc. History Reduced 46,549 3,243 0.94% 0.85% 310 -213 -0.46% Q4 2025 Feb 06, 2026
Aspen Wealth Management LLC History Reduced 45,969 3,202 0.67% 0.7% 311 -328 -0.71% Q4 2025 Jan 05, 2026
Texas Capital Bank Wealth Management Services Inc History No change 44,934 3,130 0.18% 0.25% 312 0 0.0% Q4 2025 Feb 09, 2026
Hartmann Taylor Wealth Management, LLC History Added to 44,706 3,114 2.1% 1.95% 313 +5,091 12.85% Q4 2025 Jan 15, 2026
Belleair Asset Management, LLC History New 44,446 3,096 2.95% — 314 +44,446 New Q4 2025 Jan 30, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Added to 44,237 3,081 1.26% 1.27% 315 +90 0.2% Q4 2025 Jan 09, 2026
Generations Wealth, LLC History New 44,072 3,070 3.14% — 316 +44,072 New Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 43,886 3,057 0.03% 0.03% 317 -499 -1.12% Q4 2025 Jan 13, 2026
Wealthspire Advisors, LLC History Added to 43,813 3,052 0.02% 0.02% 318 +553 1.28% Q4 2025 Feb 13, 2026
Mason & Associates Inc History Reduced 43,739 3,047 0.57% 0.66% 319 -3,824 -8.04% Q4 2025 Feb 05, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 43,611 3,038 0.8% 0.79% 320 +1,272 3.0% Q4 2025 Feb 06, 2026
DWR WEALTH MANAGEMENT, LLC History New 42,772 3,012 2.79% — 321 +42,772 New Q4 2025 Mar 31, 2026
Pettinga Financial Advisors LLC History Reduced 42,481 2,959 0.56% 0.66% 322 -6,750 -13.71% Q4 2025 Feb 12, 2026
Lauer Wealth, LLC History Added to 40,413 2,943 2.19% 1.95% 323 +774 1.95% Q4 2025 Jan 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 42,232 2,942 0.02% 0.02% 324 +7,685 22.25% Q4 2025 Feb 12, 2026
Narus Financial Partners, LLC History Reduced 41,922 2,920 0.8% 0.8% 325 -629 -1.48% Q4 2025 Feb 09, 2026
Aurelius Family Office LLC History Reduced 40,717 2,913 1.25% 1.3% 326 -1,934 -4.53% Q4 2025 Jan 09, 2026
Vantage Point Financial LLC History Reduced 40,778 2,841 1.02% 1.16% 327 -2,968 -6.78% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Added to 40,444 2,818 0.01% 0.0% 328 +14,383 55.19% Q4 2025 Feb 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 40,446 2,817 0.99% 0.94% 329 +2,359 6.19% Q4 2025 Feb 09, 2026
SACHEM HILL LLC History Reduced 40,396 2,814 0.55% 0.56% 330 -557 -1.36% Q4 2025 Feb 12, 2026
RS CRUM INC. History Reduced 40,157 2,797 0.56% 0.61% 331 -100 -0.25% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Added to 39,837 2,775 0.09% 0.08% 332 +4,168 11.69% Q4 2025 Feb 12, 2026
Strathmore Capital Advisors, Inc. History Reduced 39,752 2,769 0.91% 1.15% 333 -1,209 -2.95% Q4 2025 Feb 13, 2026
Cloud Capital Management, LLC History Added to 39,174 2,729 1.29% 1.41% 334 +193 0.5% Q4 2025 Feb 12, 2026
SMI Advisory Services, LLC History New 36,970 2,717 0.47% — 335 +36,970 New Q4 2025 Jan 13, 2026
HUB Investment Partners, LLC History Reduced 38,408 2,675 0.07% 0.1% 336 -4,982 -11.48% Q4 2025 Feb 17, 2026
Great Point Wealth Advisors, LLC History Reduced 38,205 2,661 0.49% 0.49% 337 -214 -0.56% Q4 2025 Jan 26, 2026
Capstone Wealth Management, LLC History No change 37,917 2,641 1.93% 2.0% 338 0 0.0% Q4 2025 Jan 20, 2026
FLC Capital Advisors History Reduced 37,748 2,629 0.49% 1.83% 339 -99,977 -72.59% Q4 2025 Feb 11, 2026
Resonant Capital Advisors, LLC History Reduced 37,239 2,594 0.14% 0.15% 340 -1,185 -3.08% Q4 2025 Jan 29, 2026
M Wealth Management, LLC History Reduced 36,739 2,559 2.23% 2.24% 341 -490 -1.32% Q4 2025 Jan 29, 2026
Clearstead Advisors, LLC History Reduced 36,463 2,540 0.03% 0.03% 342 -68 -0.19% Q4 2025 Feb 09, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 36,357 2,532 0.62% 0.46% 343 -37,265 -50.62% Q4 2025 Jan 08, 2026
Pacific Asset Management, LLC History Added to 36,100 2,515 1.51% 1.67% 344 +194 0.54% Q4 2025 Jan 28, 2026
D.A. DAVIDSON & CO. History Reduced 35,433 2,468 0.02% 0.02% 345 -30 -0.08% Q4 2025 Jan 29, 2026
BAKER BOYER NATIONAL BANK History Added to 35,185 2,451 0.74% 0.8% 346 +70 0.2% Q4 2025 Feb 03, 2026
ADE, LLC History Added to 35,137 2,447 1.18% 0.96% 347 +7,378 26.58% Q4 2025 Feb 10, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 34,691 2,419 2.04% — 348 +34,691 New Q4 2025 Jan 20, 2026
Advisory Services Network, LLC History Reduced 34,235 2,385 0.03% 0.04% 349 -713 -2.04% Q4 2025 Feb 17, 2026
Johnson Wealth Management, LLC History New 33,970 2,366 1.18% — 350 +33,970 New Q4 2025 Feb 11, 2026
WCG Wealth Advisors LLC History Added to 33,910 2,362 0.07% 0.14% 351 +1,765 5.49% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 33,825 2,356 0.01% 0.02% 352 +1,440 4.45% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Added to 33,804 2,355 0.33% 0.33% 353 +4,294 14.55% Q4 2025 Jan 14, 2026
Quadcap Wealth Management, LLC History Reduced 33,688 2,347 0.27% 0.27% 354 -54 -0.16% Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History Reduced 33,660 2,345 0.12% 0.13% 355 -725 -2.11% Q4 2025 Mar 04, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 33,485 2,332 0.62% 0.63% 356 +46 0.14% Q4 2025 Feb 11, 2026
Financial Planning Navigators CORP History New 33,219 2,314 1.06% — 357 +33,219 New Q4 2025 Jan 16, 2026
SUTTON PLACE INVESTORS LLC History Added to 32,714 2,279 1.25% 1.23% 358 +1,085 3.43% Q4 2025 Jan 21, 2026
AG Asset Advisory, LLC History Added to 31,550 2,198 1.88% 1.42% 359 +6,545 26.17% Q4 2025 Feb 11, 2026
Concord Wealth Partners History Reduced 31,492 2,194 0.29% 0.3% 360 -106 -0.34% Q4 2025 Jan 29, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 31,320 2,182 0.39% 0.36% 361 +4,416 16.41% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 31,219 2,175 0.0% 0.0% 362 +2,515 8.76% Q4 2025 Feb 13, 2026
Ariadne Wealth Management, LP History Reduced 28,996 2,170 0.9% 0.89% 363 -609 -2.06% Q4 2025 Feb 13, 2026
Sprinkle Financial Consultants LLC History Added to 31,120 2,167 1.1% 0.18% 364 +26,492 572.43% Q4 2025 Jan 08, 2026
Trace Wealth Advisors, LLC History Reduced 30,924 2,154 1.56% 1.81% 365 -4,524 -12.76% Q4 2025 Feb 12, 2026
Powers Advisory Group, LLC History Added to 30,419 2,119 0.8% 0.77% 366 +2,210 7.83% Q4 2025 Jan 22, 2026
Berger Financial Group, Inc History Reduced 30,107 2,097 0.12% 0.13% 367 -1,216 -3.88% Q4 2025 Jan 27, 2026
Mayfair Advisory Group, LLC History Reduced 28,850 2,030 0.79% 0.94% 368 -3,000 -9.42% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Added to 28,916 2,014 0.09% 0.08% 369 +353 1.24% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 28,463 1,983 0.26% — 370 +28,463 New Q4 2025 Feb 04, 2026
SwitchPoint Financial Planning, LLC History No change 28,004 1,951 1.37% 1.39% 371 0 0.0% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 27,777 1,935 0.07% 0.06% 372 +5,317 23.67% Q4 2025 Feb 17, 2026
Five Oceans Advisors History Reduced 27,657 1,926 0.68% 0.75% 373 -2,168 -7.27% Q4 2025 Jan 16, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 27,404 1,909 1.31% 1.38% 374 -261 -0.94% Q4 2025 Jan 27, 2026
WESCAP Management Group, Inc. History Added to 26,846 1,870 0.38% 0.37% 375 +884 3.4% Q4 2025 Feb 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 26,829 1,869 0.66% 0.69% 376 -1,322 -4.7% Q4 2025 Jan 09, 2026
Olistico Wealth, LLC History Added to 26,799 1,867 0.91% 0.61% 377 +10,065 60.15% Q4 2025 Jan 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 26,491 1,845 0.06% 0.05% 378 +2,200 9.06% Q4 2025 Jan 30, 2026
Cherry Tree Wealth Management, LLC History Reduced 26,232 1,827 0.39% 0.4% 379 -241 -0.91% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History New 26,193 1,824 0.0% — 380 +26,193 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 26,009 1,812 0.39% — 381 +26,009 New Q4 2025 Feb 12, 2026
Petersen Hastings Wealth Advisors Inc. History New 25,980 1,810 0.17% — 382 +25,980 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 25,845 1,800 0.1% 0.1% 383 +653 2.59% Q4 2025 Jan 14, 2026
Embree Financial Group History Reduced 25,785 1,796 0.22% 0.3% 384 -7,139 -21.68% Q4 2025 Jan 14, 2026
OARSMAN CAPITAL, INC. History Reduced 25,769 1,795 0.23% 0.28% 385 -3,191 -11.02% Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Added to 25,743 1,793 0.19% 0.18% 386 +1,496 6.17% Q4 2025 Jan 09, 2026
FCA CORP /TX History Reduced 25,494 1,776 0.5% 0.49% 387 -298 -1.16% Q4 2025 Feb 11, 2026
Linscomb Wealth, Inc. History Added to 25,211 1,756 0.07% 0.07% 388 +795 3.26% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 25,155 1,752 0.04% 0.06% 389 +5 0.02% Q4 2025 Feb 05, 2026
Mills Wealth Advisors LLC History Added to 25,088 1,747 0.69% 0.56% 390 +5,098 25.5% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Added to 24,482 1,705 0.02% 0.02% 391 +680 2.86% Q4 2025 Jan 20, 2026
Quad-Cities Investment Group, LLC History Added to 24,166 1,683 0.69% 0.67% 392 +1,258 5.49% Q4 2025 Jan 14, 2026
LVZ, Inc. History Added to 24,064 1,676 0.19% 0.16% 393 +3,105 14.81% Q4 2025 Feb 10, 2026
Westmount Partners, LLC History Reduced 23,906 1,665 0.42% 0.44% 394 -1,059 -4.24% Q4 2025 Jan 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 23,822 1,659 0.0% 0.0% 395 -849 -3.44% Q4 2025 Feb 06, 2026
Shearwater Capital LLC History Added to 23,472 1,635 0.94% 0.95% 396 +2 0.01% Q4 2025 Jan 13, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 23,439 1,632 0.74% 0.58% 397 -651 -2.7% Q4 2025 Jan 23, 2026
VSM Wealth Advisory, LLC History Added to 23,298 1,623 0.49% 0.44% 398 +2,677 12.98% Q4 2025 Feb 06, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 23,263 1,620 0.18% 0.06% 399 +16,039 222.02% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 23,123 1,610 0.02% 0.02% 400 -1,823 -7.31% Q4 2025 Feb 13, 2026
Squire Investment Management Company, LLC History Reduced 22,906 1,595 0.48% 0.52% 401 -345 -1.48% Q4 2025 Jan 22, 2026
WMS Group LLC History New 22,822 1,590 2.02% — 402 +22,822 New Q4 2025 Mar 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 22,811 1,589 0.15% 0.25% 403 -20,114 -46.86% Q4 2025 Jan 12, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 22,685 1,580 1.48% — 404 +22,685 New Q4 2025 Feb 02, 2026
Laird Norton Wetherby Trust Company, LLC History New 22,381 1,559 0.03% — 405 +22,381 New Q4 2025 Feb 17, 2026
Rockwood Wealth Management, LLC History No change 22,331 1,555 0.12% 0.12% 406 0 0.0% Q4 2025 Jan 29, 2026
&PARTNERS History Reduced 22,224 1,548 0.01% 0.01% 407 -990 -4.26% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History No change 22,131 1,541 0.03% 0.04% 408 0 0.0% Q4 2025 Feb 06, 2026
Lauterbach Financial Advisors, LLC History Reduced 22,080 1,538 0.75% 0.76% 409 -50 -0.23% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 21,227 1,478 0.0% 0.0% 411 -3,506 -14.18% Q4 2025 Feb 11, 2026
AWM CAPITAL, LLC History Reduced 21,219 1,478 0.13% 0.13% 410 -416 -1.92% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Reduced 21,157 1,473 0.03% 0.03% 412 -1,402 -6.21% Q4 2025 Feb 17, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 21,127 1,471 1.73% 1.73% 413 0 0.0% Q4 2025 Feb 11, 2026
Sollinda Capital Management LLC History Added to 21,011 1,463 0.37% 0.29% 414 +5,502 35.48% Q4 2025 Jan 15, 2026
VERUS WEALTH MANAGEMENT, LLC History Reduced 20,950 1,459 1.36% 1.49% 415 -2,389 -10.24% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 20,794 1,448 0.03% 0.03% 416 +1,372 7.06% Q4 2025 Feb 12, 2026
Quantum Financial Advisors, LLC History Reduced 20,685 1,441 0.16% 0.17% 417 -15 -0.07% Q4 2025 Jan 12, 2026
Goepper Burkhardt LLC History Added to 20,220 1,408 0.46% 0.24% 418 +9,806 94.16% Q4 2025 Feb 09, 2026
USAdvisors Wealth Management, LLC History Reduced 19,901 1,386 0.46% 0.47% 419 -114 -0.57% Q4 2025 Feb 05, 2026
Apollon Financial, LLC History Added to 19,663 1,369 0.2% 0.22% 420 +78 0.4% Q4 2025 Jan 22, 2026
Elser Financial Planning, Inc History No change 19,467 1,356 0.98% 1.6% 421 0 0.0% Q4 2025 Jan 15, 2026
JT Stratford LLC History Added to 19,380 1,350 0.17% 0.16% 422 +1,949 11.18% Q4 2025 Feb 12, 2026
Samalin Investment Counsel, LLC History Added to 19,336 1,347 0.48% 0.43% 423 +1,169 6.43% Q4 2025 Jan 30, 2026
Prospect Financial Group LLC History Reduced 19,119 1,332 1.24% 1.3% 424 -333 -1.71% Q4 2025 Feb 10, 2026
Clarity Capital Advisors, LLC History Added to 19,098 1,330 0.66% 0.71% 425 +46 0.24% Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 19,085 1,329 0.01% 0.01% 426 -45 -0.24% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 18,997 1,324 0.06% 0.05% 427 +4,841 34.2% Q4 2025 Feb 13, 2026
Intelligence Driven Advisers, LLC History Reduced 18,992 1,323 0.19% 0.41% 428 -24,147 -55.97% Q4 2025 Jan 23, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 18,657 1,299 1.04% 1.05% 429 0 0.0% Q4 2025 Feb 10, 2026
Donalies Financial Planning, LLC History New 18,530 1,291 1.1% — 430 +18,530 New Q4 2025 Feb 17, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 18,529 1,290 0.1% 0.1% 431 -11 -0.06% Q4 2025 Feb 04, 2026
STEVENS CAPITAL PARTNERS History Added to 18,354 1,278 0.33% 0.37% 432 +222 1.22% Q4 2025 Jan 27, 2026
Axis Wealth Partners, LLC History Added to 18,326 1,276 0.7% 0.73% 433 +211 1.16% Q4 2025 Jan 30, 2026
Financial Connections Group, Inc. History Reduced 18,250 1,271 0.44% 0.54% 434 -2,090 -10.28% Q4 2025 Jan 23, 2026
Diversify Advisory Services, LLC History New 17,001 1,266 0.04% — 435 +17,001 New Q4 2025 Jan 23, 2026
Warwick Investment Management, Inc. History Added to 18,153 1,264 0.19% 0.22% 436 +43 0.24% Q4 2025 Jan 15, 2026
E6 Portfolios, LLC History New 17,881 1,245 1.42% — 437 +17,881 New Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 17,766 1,237 0.02% 0.02% 438 -1,125 -5.96% Q4 2025 Jan 26, 2026
Institute for Wealth Management, LLC. History No change 17,625 1,227 0.13% 0.13% 439 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Bancorp, Inc. History Added to 17,607 1,226 0.36% 0.35% 440 +182 1.04% Q4 2025 Jan 22, 2026
Bedel Financial Consulting, Inc. History Added to 17,463 1,216 0.13% 0.15% 441 +3 0.02% Q4 2025 Jan 28, 2026
Prospera Financial Services Inc History Added to 17,419 1,213 0.02% 0.02% 442 +674 4.03% Q4 2025 Feb 09, 2026
Eagle Strategies LLC History Added to 17,359 1,209 0.15% 0.15% 443 +1,235 7.66% Q4 2025 Jan 23, 2026
IFG Advisory, LLC History Reduced 17,140 1,194 0.05% 0.06% 444 -1,581 -8.45% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 17,052 1,188 0.03% 0.01% 445 +8,774 105.99% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History Added to 17,022 1,185 0.12% 0.1% 447 +4,245 33.22% Q4 2025 Jan 27, 2026
Washington Trust Advisors, Inc. History Reduced 17,011 1,185 0.09% 0.09% 446 -271 -1.57% Q4 2025 Feb 03, 2026
AMERIPRISE FINANCIAL INC History Added to 16,796 1,170 0.0% 0.0% 448 +1,992 13.46% Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Reduced 16,787 1,169 0.08% 0.08% 449 -235 -1.38% Q4 2025 Jan 26, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 16,610 1,157 0.8% 0.87% 450 -229 -1.36% Q4 2025 Jan 23, 2026
XY Planning Network, Inc. History Added to 16,477 1,147 0.2% 0.12% 451 +10,779 189.17% Q4 2025 Jan 26, 2026
Wealth Advisors Northwest LLC History Added to 16,452 1,146 0.51% 0.54% 452 +2 0.01% Q4 2025 Jan 16, 2026
SMITH, MOORE & CO. History Added to 16,065 1,119 0.08% 0.08% 453 +1,403 9.57% Q4 2025 Jan 23, 2026
L & S Advisors Inc History Reduced 16,036 1,117 0.1% 0.11% 454 -429 -2.61% Q4 2025 Feb 05, 2026
Financial Insights, Inc. History Added to 16,022 1,116 0.37% 0.36% 455 +1 0.01% Q4 2025 Mar 31, 2026
Ironwood Financial, llc History No change 14,986 1,101 0.19% 0.18% 456 0 0.0% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History No change 15,589 1,086 0.02% 0.01% 457 0 0.0% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 15,527 1,082 0.03% 0.04% 458 -1,575 -9.21% Q4 2025 Feb 02, 2026
SpringVest Wealth Management LLC History Added to 15,475 1,078 0.75% 0.73% 459 +1,072 7.44% Q4 2025 Jan 23, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 15,404 1,073 0.3% 0.34% 460 -394 -2.49% Q4 2025 Feb 10, 2026
Opus Capital Group, LLC History Added to 15,295 1,066 0.12% 0.12% 461 +26 0.17% Q4 2025 Jan 30, 2026
BIP Wealth, LLC History New 15,127 1,053 0.04% — 462 +15,127 New Q4 2025 Jan 21, 2026
SEMITAM BONAM LLC History Added to 15,084 1,050 0.87% 0.83% 463 +1,527 11.26% Q4 2025 Jan 20, 2026
Verus Financial Partners, Inc. History Added to 14,098 1,048 0.1% 0.09% 464 +39 0.28% Q4 2025 Feb 02, 2026
marrick wealth, LLC History New 14,845 1,034 0.85% — 465 +14,845 New Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History New 14,635 1,020 0.0% — 466 +14,635 New Q4 2025 Feb 10, 2026
John A. Wolfe & Associates, Inc. History New 14,633 1,019 0.55% — 467 +14,633 New Q4 2025 Mar 16, 2026
StrongBox Wealth, LLC History Reduced 14,447 1,006 0.33% 0.44% 468 -4,775 -24.84% Q4 2025 Jan 21, 2026
US BANCORP \DE\ History Added to 14,374 1,001 0.0% 0.0% 469 +34 0.24% Q4 2025 Jan 30, 2026
Valeo Financial Advisors, LLC History Reduced 14,117 983 0.02% 0.02% 470 -843 -5.64% Q4 2025 Feb 04, 2026
INTEGRITY ALLIANCE, LLC. History Added to 14,049 978 0.04% 0.03% 471 +5,833 71.0% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Reduced 13,970 973 0.04% 0.07% 472 -13,969 -50.0% Q4 2025 Feb 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 13,956 972 0.01% 0.01% 473 +7,480 115.5% Q4 2025 Jan 29, 2026
U.S. Capital Wealth Advisors, LLC History Added to 13,753 958 0.03% 0.03% 474 +5 0.04% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 13,704 954 0.01% 0.01% 475 +1,612 13.33% Q4 2025 Feb 09, 2026
CWS Financial Advisors, LLC History Added to 13,566 945 0.26% 0.25% 476 +514 3.94% Q4 2025 Feb 06, 2026
WEDBUSH SECURITIES INC History Added to 13,483 939 0.03% 0.03% 477 +1,356 11.18% Q4 2025 Feb 12, 2026
Werba Rubin Papier Wealth Management History Added to 13,171 917 0.25% 0.14% 478 +374 2.92% Q4 2025 Jan 27, 2026
FMR LLC History Reduced 13,093 912 0.0% 0.0% 479 -294 -2.2% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 13,041 908 0.02% 0.02% 480 +12 0.09% Q4 2025 Jan 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 12,921 900 0.04% 0.04% 481 +29 0.22% Q4 2025 Feb 17, 2026
Northwest Wealth Advisors, LLC History New 12,909 899 0.7% — 482 +12,909 New Q4 2025 Feb 06, 2026
Smith Partners Wealth Management, LLC History New 12,703 885 0.81% — 483 +12,703 New Q4 2025 Feb 13, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 12,521 872 0.31% 0.3% 484 0 0.0% Q4 2025 Jan 16, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 12,400 863 0.0% 0.01% 485 -45,000 -78.4% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 12,166 847 0.04% 0.03% 486 +3,944 47.97% Q4 2025 Feb 05, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 12,127 844 0.5% 0.52% 487 0 0.0% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 12,091 842 0.0% 0.0% 488 +122 1.02% Q4 2025 Feb 13, 2026
IFG Advisors, LLC History Added to 12,090 842 0.14% 0.13% 489 +25 0.21% Q4 2025 Jan 13, 2026
Betterment LLC History Added to 12,010 837 0.0% 0.0% 490 +463 4.01% Q4 2025 Feb 12, 2026
CYPRESS FINANCIAL PLANNING LLC History New 12,006 836 0.23% — 491 +12,006 New Q4 2025 Jan 14, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 11,981 834 0.24% 0.27% 492 -1,085 -8.3% Q4 2025 Jan 08, 2026
CWA Asset Management Group, LLC History Reduced 11,781 820 0.03% 0.03% 493 -131 -1.1% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Added to 11,627 810 0.06% 0.05% 494 +2,277 24.35% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,156 809 0.02% 0.02% 495 0 0.0% Q4 2025 Jan 26, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 11,566 805 0.36% 0.36% 497 +480 4.33% Q4 2025 Jan 28, 2026
Lido Advisors, LLC History Reduced 11,672 805 0.0% 0.0% 496 -50 -0.43% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 11,544 804 0.01% 0.01% 498 +6,660 136.36% Q4 2025 Feb 06, 2026
Summit Financial, LLC History Added to 11,536 803 0.01% 0.01% 499 +6,081 111.48% Q4 2025 Feb 13, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 11,488 800 0.42% 0.42% 500 0 0.0% Q4 2025 Feb 17, 2026
BCO Wealth Management LLC History Reduced 11,468 798 0.49% 0.53% 501 -312 -2.65% Q4 2025 Jan 14, 2026
25 LLC History Added to 11,078 771 0.24% 0.26% 502 +21 0.19% Q4 2025 Jan 15, 2026
Porter White Investment Advisors, Inc. History No change 11,054 770 0.32% 0.32% 503 0 0.0% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 10,955 763 0.0% 0.0% 504 0 0.0% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 10,919 760 0.02% 0.02% 505 +3,546 48.09% Q4 2025 Feb 02, 2026
HM PAYSON & CO History No change 10,855 756 0.01% 0.01% 506 0 0.0% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 10,823 754 0.01% 0.01% 507 +31 0.29% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History No change 10,748 748 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 17, 2026
Wingate Wealth Advisors, Inc. History Added to 10,727 747 0.42% 0.51% 509 +29 0.27% Q4 2025 Jan 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,607 738 0.06% 0.05% 510 0 0.0% Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 10,251 714 0.1% — 511 +10,251 New Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Reduced 10,189 709 0.04% 0.06% 512 -3,806 -27.2% Q4 2025 Feb 10, 2026
Cladis Investment Advisory, LLC History Added to 10,130 705 0.39% 0.37% 513 +712 7.56% Q4 2025 Feb 13, 2026
Graver Capital Management, LLC History Reduced 10,020 698 0.55% 0.6% 514 -406 -3.89% Q4 2025 Feb 13, 2026
FIRST AMERICAN TRUST, FSB History Added to 10,006 697 0.05% 0.05% 515 +29 0.29% Q4 2025 Feb 11, 2026
SJS Investment Consulting Inc. History Reduced 9,825 684 0.09% 0.09% 516 -300 -2.96% Q4 2025 Jan 21, 2026
FourThought Financial Partners, LLC History New 9,803 682 0.06% — 517 +9,803 New Q4 2025 Feb 06, 2026
Compound Planning, Inc. History Added to 9,761 680 0.02% 0.02% 518 +1,633 20.09% Q4 2025 Feb 19, 2026
Simplicity Wealth,LLC History Added to 9,633 671 0.04% 0.04% 519 +226 2.4% Q4 2025 Jan 30, 2026
First County Bank /CT/ History Reduced 9,573 666 0.35% 0.34% 520 -234 -2.39% Q4 2025 Jan 14, 2026
Diversified Portfolios, Inc. History Reduced 9,531 664 0.06% 0.06% 521 -100 -1.04% Q4 2025 Feb 09, 2026
CRA Financial Services, LLC History No change 9,437 657 0.09% 0.09% 522 0 0.0% Q4 2025 Jan 16, 2026
GWN SECURITIES INC. History Added to 9,418 656 0.13% 0.12% 523 +1,594 20.37% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History Reduced 9,421 656 0.17% 0.18% 524 -89 -0.94% Q4 2025 Feb 10, 2026
PLANWISER FINANCIAL, LLC History Added to 8,680 653 0.49% 0.45% 525 +344 4.13% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 9,300 647 0.01% 0.01% 526 +643 7.43% Q4 2025 Jan 16, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 9,278 646 0.09% 0.08% 527 0 0.0% Q4 2025 Jan 20, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 9,260 645 0.03% — 528 +9,260 New Q4 2025 Feb 09, 2026
Archford Capital Strategies, LLC History Reduced 9,188 640 0.07% 0.08% 529 -500 -5.16% Q4 2025 Jan 15, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 9,144 637 0.31% 0.28% 530 +1,539 20.24% Q4 2025 Jan 30, 2026
M.E. ALLISON & CO., INC. History Added to 9,095 633 0.43% 0.32% 531 +2,325 34.34% Q4 2025 Jan 12, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 9,007 627 0.19% 0.2% 532 -29 -0.32% Q4 2025 Jan 23, 2026
Weaver Consulting Group History No change 8,965 624 0.15% 0.16% 533 0 0.0% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,943 623 0.0% 0.0% 534 0 0.0% Q4 2025 Jan 30, 2026
EVOKE WEALTH, LLC History No change 8,952 623 0.01% 0.01% 535 0 0.0% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Reduced 8,939 622 0.01% 0.01% 536 -1,136 -11.28% Q4 2025 Jan 22, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 8,927 621 0.28% 0.27% 537 +436 5.13% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History Reduced 8,912 620 0.0% 0.0% 538 -913 -9.29% Q4 2025 Feb 12, 2026
Professional Financial Advisors, LLC History Added to 8,909 620 0.13% 0.13% 539 +99 1.12% Q4 2025 Jan 15, 2026
PEAVINE CAPITAL, LLC History No change 8,891 619 0.13% 0.13% 540 0 0.0% Q4 2025 Jan 21, 2026
Legacy Capital Wealth Partners, LLC History Reduced 8,883 618 0.13% 0.14% 541 -724 -7.54% Q4 2025 Jan 16, 2026
Empower Advisory Group, LLC History Added to 8,842 616 0.0% 0.0% 542 +2,270 34.54% Q4 2025 Feb 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 8,799 613 0.15% 0.15% 543 0 0.0% Q4 2025 Jan 20, 2026
Avior Wealth Management, LLC History Reduced 8,798 612 0.02% 0.02% 544 -79 -0.89% Q4 2025 Jan 06, 2026
Sowell Financial Services LLC History Added to 8,782 611 0.02% 0.02% 545 +18 0.21% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History No change 8,670 604 0.01% 0.01% 546 0 0.0% Q4 2025 Jan 13, 2026
Parkside Financial Bank & Trust History Reduced 8,560 596 0.04% 0.05% 547 -630 -6.86% Q4 2025 Feb 13, 2026
Financial Symmetry Inc History Added to 8,531 594 0.24% 0.23% 548 +1,136 15.36% Q4 2025 Jan 28, 2026
Abacus Wealth Partners, LLC History Reduced 8,415 586 0.06% 0.09% 550 -1,177 -12.27% Q4 2025 Feb 05, 2026
KM Capital Management Ltd. History Reduced 8,422 586 0.3% 0.28% 549 -487 -5.47% Q4 2025 Feb 17, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 8,404 585 0.1% 0.12% 551 -797 -8.66% Q4 2025 Jan 21, 2026
Sincerus Advisory, LLC History Added to 8,356 582 0.47% 0.48% 552 +122 1.48% Q4 2025 Jan 08, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 8,348 581 0.57% — 553 +8,348 New Q4 2025 Jan 26, 2026
LYNCH & ASSOCIATES/IN History Added to 8,073 562 0.11% 0.08% 554 +1,857 29.87% Q4 2025 Jan 07, 2026
CFS Investment Advisory Services, LLC History Added to 8,046 560 0.04% 0.02% 555 +3,981 97.93% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Added to 8,020 558 0.07% 0.07% 556 +106 1.34% Q4 2025 Feb 12, 2026
Sensenig Capital Advisors, Inc History New 7,966 554 0.56% — 557 +7,966 New Q4 2025 Jan 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 7,746 539 0.01% 0.01% 558 +140 1.84% Q4 2025 Feb 10, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 7,712 537 0.11% 0.12% 559 -29 -0.37% Q4 2025 Feb 03, 2026
S.A. Mason LLC History Reduced 7,455 519 0.21% 0.23% 560 -173 -2.27% Q4 2025 Jan 29, 2026
Asset Advisory Group, Inc. History New 7,419 516 0.26% — 561 +7,419 New Q4 2025 Feb 12, 2026
Capital Management Associates, Inc History Reduced 7,374 513 0.11% 0.14% 562 -140 -1.86% Q4 2025 Jan 21, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 7,308 509 0.34% 0.34% 563 +411 5.96% Q4 2025 Jan 07, 2026
Prism Planning Partners LLC History New 7,294 508 0.57% — 564 +7,294 New Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 7,182 500 0.0% 0.0% 565 +539 8.11% Q4 2025 Feb 17, 2026
Aznar Financial Advisors, LLC History New 6,987 486 0.47% — 566 +6,987 New Q4 2025 Feb 19, 2026
Peterson Wealth Advisors, LLC History Added to 6,924 482 0.06% 0.05% 567 +2,190 46.26% Q4 2025 Jan 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 6,785 472 0.0% 0.0% 568 +1,257 22.74% Q4 2025 Feb 11, 2026
K2 Financial Inc. History Reduced 6,488 472 0.36% 0.37% 570 -374 -5.45% Q4 2025 Jan 22, 2026
Stegent Equity Advisors, Inc. History No change 6,779 472 0.37% 0.38% 569 0 0.0% Q4 2025 Jan 14, 2026
Vigil Wealth Management, LLC History New 6,763 471 0.39% — 571 +6,763 New Q4 2025 Feb 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 6,747 470 0.26% 0.27% 573 +23 0.34% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History No change 6,758 470 0.05% 0.08% 572 0 0.0% Q4 2025 Feb 13, 2026
Stone Summit Wealth LLC History No change 6,737 469 0.13% 0.13% 574 0 0.0% Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History Added to 6,702 466 0.01% 0.01% 575 +765 12.89% Q4 2025 Feb 03, 2026
Vistica Wealth Advisors, LLC History New 6,677 465 0.46% — 576 +6,677 New Q4 2025 Feb 13, 2026
Bill Few Associates, Inc. History No change 6,573 457 0.11% 0.12% 577 0 0.0% Q4 2025 Jan 12, 2026
Approach Retirement Advisors, LLC History New 6,554 456 0.39% — 578 +6,554 New Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History No change 6,488 452 0.01% 0.01% 579 0 0.0% Q4 2025 Feb 02, 2026
Cross Staff Investments Inc History No change 6,500 452 0.25% 0.31% 580 0 0.0% Q4 2025 Feb 27, 2026
Diversified Trust Co History No change 6,457 449 0.01% 0.01% 581 0 0.0% Q4 2025 Jan 09, 2026
WASHINGTON TRUST Co History No change 6,410 446 0.01% 0.01% 582 0 0.0% Q4 2025 Feb 10, 2026
Bryn Mawr Trust Advisors, LLC History No change 6,393 445 0.02% 0.02% 583 0 0.0% Q4 2025 Feb 04, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 6,372 443 0.37% 0.36% 584 -29 -0.45% Q4 2025 Jan 20, 2026
PRIVATE TRUST CO NA History Added to 6,343 441 0.04% 0.03% 585 +1,200 23.33% Q4 2025 Jan 26, 2026
Accretive Wealth Partners, LLC History No change 6,343 441 0.13% 0.13% 586 0 0.0% Q4 2025 Jan 28, 2026
Wealthspire Retirement, LLC History Reduced 6,305 439 0.03% 0.04% 587 -2,862 -31.22% Q4 2025 Feb 18, 2026
Edge Financial Advisors LLC History Added to 6,253 435 0.18% 0.19% 588 +18 0.29% Q4 2025 Jan 28, 2026
MBE Wealth Management, LLC History Added to 6,220 433 0.18% 0.18% 589 +118 1.93% Q4 2025 Jan 21, 2026
Beacon Financial Advisory LLC History Reduced 6,192 431 0.1% 0.1% 590 -195 -3.05% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Added to 6,140 427 0.02% 0.02% 591 +897 17.11% Q4 2025 Jan 07, 2026
AMARILLO NATIONAL BANK History No change 6,076 423 0.07% 0.07% 592 0 0.0% Q4 2025 Jan 28, 2026
MBM WEALTH CONSULTANTS, LLC History No change 6,065 422 0.1% 0.1% 593 0 0.0% Q4 2025 Jan 26, 2026
OPPENHEIMER & CO INC History Reduced 6,046 421 0.01% 0.01% 594 -1,291 -17.6% Q4 2025 Feb 02, 2026
BOYUM WEALTH ARCHITECTS LLC History New 5,595 416 0.19% — 595 +5,595 New Q4 2025 Jan 26, 2026
BFSG, LLC History Added to 5,946 414 0.04% 0.04% 598 +450 8.19% Q4 2025 Jan 22, 2026
Joel Isaacson & Co., LLC History Added to 5,945 414 0.01% 0.01% 597 +390 7.02% Q4 2025 Jan 30, 2026
Smithfield Trust Co History Added to 5,955 414 0.02% 0.02% 596 +150 2.58% Q4 2025 Feb 09, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History New 5,401 411 0.06% — 599 +5,401 New Q4 2025 Feb 11, 2026
BDFS Capital LLC History New 5,897 410 0.21% — 601 +5,897 New Q4 2025 Feb 26, 2026
J.W. COLE ADVISORS, INC. History Added to 30,059 410 0.01% 0.04% 600 +2,726 9.97% Q4 2025 Feb 11, 2026
EQ WEALTH ADVISORS, LLC History New 5,872 409 0.24% — 602 +5,872 New Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 5,868 408 0.0% 0.0% 603 +524 9.81% Q4 2025 Jan 28, 2026
Coston, McIsaac & Partners History Added to 5,837 405 0.09% 0.04% 604 +3,273 127.65% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History No change 5,813 404 0.01% 0.01% 605 0 0.0% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 5,788 403 0.01% 0.01% 606 +1,037 21.83% Q4 2025 Feb 12, 2026
SAGE RHINO CAPITAL LLC History No change 5,769 401 0.08% 0.08% 607 0 0.0% Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History No change 5,704 397 0.05% 0.05% 608 0 0.0% Q4 2025 Jan 08, 2026
HANOVER ADVISORS INC History Added to 5,587 389 0.15% 0.15% 609 +60 1.09% Q4 2025 Feb 17, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,555 387 0.26% 0.26% 610 0 0.0% Q4 2025 Feb 09, 2026
Sovereign Investment Advisors, LLC History Reduced 5,546 386 0.1% 0.13% 611 -1,316 -19.18% Q4 2025 Feb 13, 2026
London & Capital Asset Management Ltd History New 5,467 381 0.0% — 612 +5,467 New Q4 2025 Feb 17, 2026
Global Trust Wealth Management LLC History New 5,431 378 0.28% — 613 +5,431 New Q4 2025 Jan 28, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 5,375 374 0.07% 0.07% 614 +175 3.37% Q4 2025 Jan 14, 2026
Ascent Group, LLC History No change 5,345 372 0.01% 0.01% 615 0 0.0% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Reduced 5,339 371 0.01% 0.01% 616 -413 -7.18% Q4 2025 Feb 11, 2026
Opulen Financial Group LLC History New 5,299 369 0.27% — 618 +5,299 New Q4 2025 Feb 10, 2026
Heartwood Wealth Advisors LLC History No change 5,302 369 0.03% 0.03% 617 0 0.0% Q4 2025 Jan 12, 2026
Mustard Seed Financial, LLC History Reduced 5,287 368 0.23% 0.24% 619 -61 -1.14% Q4 2025 Jan 23, 2026
Canvas Wealth Advisors, LLC History Added to 5,209 362 0.06% 0.06% 620 +317 6.48% Q4 2025 Jan 12, 2026
Cadence Bank History No change 5,161 359 0.02% 0.02% 621 0 0.0% Q4 2025 Jan 30, 2026
Legacy Advisors, LLC History New 5,138 357 0.04% — 622 +5,138 New Q4 2025 Jan 27, 2026
Acorn Wealth Advisors, LLC History Added to 5,100 355 0.11% 0.1% 623 +460 9.91% Q4 2025 Feb 10, 2026
Financial Security Advisor, Inc. History New 5,047 351 0.07% — 624 +5,047 New Q4 2025 Feb 05, 2026
Atlas Wealth LLC History No change 5,036 350 0.11% 0.11% 625 0 0.0% Q4 2025 Feb 05, 2026
Francis Financial, Inc. History No change 5,012 349 0.07% 0.06% 626 0 0.0% Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History No change 4,992 347 0.01% 0.01% 627 0 0.0% Q4 2025 Feb 10, 2026
Milestone Asset Management Group, LLC History Reduced 4,967 346 0.2% 0.21% 628 -8 -0.16% Q4 2025 Feb 03, 2026
Gateway Wealth Partners, LLC History Reduced 4,954 345 0.04% 0.05% 629 -603 -10.85% Q4 2025 Feb 11, 2026
Disciplined Investments, LLC History Reduced 4,890 340 0.13% 0.14% 630 -88 -1.77% Q4 2025 Feb 05, 2026
M&T BANK CORP History Added to 4,868 339 0.0% 0.0% 631 +325 7.15% Q4 2025 Jan 30, 2026
Signature Wealth Management Group History Reduced 4,853 338 0.14% 0.13% 632 -114 -2.3% Q4 2025 Jan 15, 2026
Tranquility Partners, LLC History Added to 4,854 338 0.12% 0.11% 633 +6 0.12% Q4 2025 Feb 03, 2026
Meritas Wealth Management, LLC History No change 4,814 335 0.16% 0.16% 634 0 0.0% Q4 2025 Jan 14, 2026
Arbor Wealth Advisors LLC History No change 4,765 331 0.24% 0.24% 635 0 0.0% Q4 2025 Jan 12, 2026
Litman Gregory Wealth Management LLC History Reduced 4,740 330 0.02% 0.03% 636 -2,030 -29.99% Q4 2025 Feb 12, 2026
Montis Financial, LLC History Added to 4,734 329 0.07% 0.07% 637 +170 3.72% Q4 2025 Feb 11, 2026
Avant Financial Advisors LLC History No change 4,704 327 0.24% 0.24% 638 0 0.0% Q4 2025 Jan 15, 2026
Cornerstone Advisory, LLC History No change 4,650 323 0.03% 0.03% 639 0 0.0% Q4 2025 Jan 28, 2026
Wealth Enhancement Trust Services, Inc. History New 4,618 321 0.04% — 640 +4,618 New Q4 2025 Jan 27, 2026
Frank, Rimerman Advisors LLC History No change 4,583 319 0.02% 0.02% 641 0 0.0% Q4 2025 Jan 15, 2026
Argent Trust Co History Reduced 4,565 318 0.01% 0.01% 642 -329 -6.72% Q4 2025 Feb 10, 2026
Two West Capital Advisors LLC History Reduced 4,567 318 0.18% 0.2% 643 -139 -2.95% Q4 2025 Jan 13, 2026
NorthRock Partners, LLC History Added to 4,541 316 0.01% 0.0% 644 +549 13.75% Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History No change 4,453 310 0.03% 0.03% 645 0 0.0% Q4 2025 Feb 12, 2026
Prudent Man Investment Management, Inc. History Reduced 4,444 309 0.1% 0.17% 646 -374 -7.76% Q4 2025 Feb 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 4,423 308 0.12% — 647 +4,423 New Q4 2025 Jan 27, 2026
BOK Financial Private Wealth, Inc. History Reduced 4,434 308 0.02% 0.02% 649 -345 -7.22% Q4 2025 Feb 06, 2026
Avantax Planning Partners, Inc. History No change 4,425 308 0.01% 0.01% 648 0 0.0% Q4 2025 Feb 05, 2026
NORDEN GROUP LLC History Added to 4,419 307 0.03% 0.03% 650 +6 0.14% Q4 2025 Jan 13, 2026
Sigma Planning Corp History Added to 6,577 305 0.01% 0.01% 651 +521 8.6% Q4 2025 Jan 30, 2026
Empowered Funds, LLC History Added to 4,321 301 0.01% 0.0% 652 +1,066 32.75% Q4 2025 Feb 18, 2026
Summit Asset Management, LLC History No change 4,303 299 0.04% 0.05% 653 0 0.0% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Added to 4,269 297 0.0% 0.0% 654 +526 14.05% Q4 2025 Feb 13, 2026
Hill Investment Group Partners, LLC History No change 4,269 297 0.04% 0.04% 655 0 0.0% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History No change 4,270 297 0.05% 0.05% 656 0 0.0% Q4 2025 Jan 27, 2026
Wick Capital Partners, LLC History No change 4,246 295 0.05% 0.07% 657 0 0.0% Q4 2025 Mar 02, 2026
Valued Wealth Advisors LLC History No change 4,188 291 0.13% 0.13% 658 0 0.0% Q4 2025 Jan 30, 2026
American Financial Advisors, LLC History Added to 4,175 290 0.04% 0.04% 659 +8 0.19% Q4 2025 Feb 03, 2026
SVB WEALTH LLC History Added to 4,152 289 0.02% 0.02% 660 +6 0.14% Q4 2025 Feb 04, 2026
Walleye Partners, LLC History New 4,134 288 0.32% — 661 +4,134 New Q4 2025 Jan 28, 2026
Lynx Investment Advisory History Added to 4,129 287 0.16% 0.17% 662 +9 0.22% Q4 2025 Feb 05, 2026
Old Peak Finance LLC History New 4,119 286 0.18% — 663 +4,119 New Q4 2025 Feb 10, 2026
Next Level Wealth Planning, LLC History Added to 4,100 285 0.15% 0.14% 665 +513 14.3% Q4 2025 Jan 26, 2026
GDS Wealth Management History No change 4,099 285 0.02% 0.02% 664 0 0.0% Q4 2025 Feb 02, 2026
Towneley Capital Management, Inc / DE History Reduced 4,043 281 0.06% 0.07% 667 -457 -10.16% Q4 2025 Jan 30, 2026
Silver Oak Advisory Group, Inc. History No change 4,034 281 0.13% 0.12% 666 0 0.0% Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History Added to 3,990 277 0.0% 0.0% 668 +964 31.86% Q4 2025 Feb 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 3,979 277 0.06% 0.07% 669 -448 -10.12% Q4 2025 Jan 09, 2026
BOS Asset Management, LLC History Added to 3,969 276 0.07% 0.08% 670 +1 0.03% Q4 2025 Jan 09, 2026
Prime Capital Investment Advisors, LLC History No change 3,945 274 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 21, 2026
McCartney Wealth Management LLC History New 3,869 269 0.23% — 674 +3,869 New Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 3,869 269 0.01% 0.01% 672 -1,552 -28.63% Q4 2025 Feb 17, 2026
Shore Point Advisors, LLC History Added to 3,875 269 0.11% 0.11% 673 +131 3.5% Q4 2025 Jan 23, 2026
Triad Wealth Partners, LLC History Reduced 3,836 267 0.03% 0.04% 675 -192 -4.77% Q4 2025 Jan 22, 2026
Cambria Investment Management, L.P. History Added to 3,821 266 0.02% 0.01% 676 +566 17.39% Q4 2025 Feb 17, 2026
POINCIANA ADVISORS GROUP, LLC History New 3,803 264 0.21% — 677 +3,803 New Q4 2025 Feb 09, 2026
Daytona Street Capital LLC History New 3,784 263 0.2% — 679 +3,784 New Q4 2025 Jan 21, 2026
Oder Investment Management, LLC History Added to 3,775 263 0.19% 0.17% 678 +289 8.29% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History New 3,765 262 0.0% — 680 +3,765 New Q4 2025 Feb 02, 2026
Clark Capital Management Group, Inc. History New 3,756 261 0.0% — 681 +3,756 New Q4 2025 Feb 17, 2026
Elevated Financial Group LLC History New 3,738 260 0.09% — 682 +3,738 New Q4 2025 Jan 29, 2026
North Capital, Inc. History Added to 3,739 260 0.22% 0.2% 683 +10 0.27% Q4 2025 Feb 18, 2026
Compass Ion Advisors, LLC History Added to 3,690 257 0.02% 0.02% 684 +10 0.27% Q4 2025 Jan 29, 2026
Ellenbecker Investment Group History Added to 3,685 256 0.04% 0.04% 685 +1 0.03% Q4 2025 Jan 30, 2026
Infinity Wealth Counsel, LLC History Added to 3,603 251 0.23% 0.21% 687 +485 15.55% Q4 2025 Jan 15, 2026
NorthCrest Asset Manangement, LLC History No change 3,516 251 0.01% 0.01% 686 0 0.0% Q4 2025 Jan 08, 2026
PDS Planning, Inc History Added to 3,559 247 0.02% 0.02% 688 +10 0.28% Q4 2025 Jan 26, 2026
Montz Harcus Wealth Management LLC History Added to 3,553 247 0.1% 0.11% 689 +10 0.28% Q4 2025 Jan 22, 2026
REGIONS FINANCIAL CORP History New 3,514 244 0.0% — 690 +3,514 New Q4 2025 Jan 27, 2026
Busey Bank History Added to 3,499 243 0.01% 0.01% 691 +68 1.98% Q4 2025 Jan 27, 2026
Aspirean Wealth, LLC History New 3,480 242 0.26% — 692 +3,480 New Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History No change 3,469 241 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 17, 2026
RAM Investment Partners, LLC History No change 3,470 241 0.04% 0.04% 694 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,447 240 0.01% 0.01% 695 0 0.0% Q4 2025 Feb 12, 2026
Family Investment Center, Inc. History No change 3,448 240 0.05% 0.05% 696 0 0.0% Q4 2025 Jan 23, 2026
FIRST FOUNDATION ADVISORS History No change 3,444 239 0.01% 0.01% 697 0 0.0% Q4 2025 Feb 04, 2026
Penobscot Investment Management Company, Inc. History No change 3,440 239 0.02% 0.02% 698 0 0.0% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History No change 3,436 239 0.01% 0.01% 699 0 0.0% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History No change 3,436 239 0.04% 0.04% 700 0 0.0% Q4 2025 Jan 27, 2026
QUARRY HILL ADVISORS, LLC History Reduced 3,362 234 0.11% 0.2% 701 -2,358 -41.22% Q4 2025 Jan 26, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 3,350 233 0.18% 0.18% 702 0 0.0% Q4 2025 Jan 27, 2026
Stratos Wealth Advisors, LLC History Reduced 3,339 232 0.01% 0.08% 703 -21,117 -86.35% Q4 2025 Jan 20, 2026
Bison Wealth, LLC History New 3,308 229 0.03% — 704 +3,308 New Q4 2025 Mar 24, 2026
Synergy Investment Management, LLC History No change 3,300 229 0.08% 0.09% 705 0 0.0% Q4 2025 Feb 06, 2026
Perennial Investment Advisors, LLC History No change 3,280 228 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 17, 2026
Goldstein Advisors, LLC History No change 3,282 228 0.03% 0.03% 707 0 0.0% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 3,266 227 0.0% 0.0% 708 +41 1.27% Q4 2025 Jan 30, 2026
Opus Financial Solutions LLC History New 3,257 226 0.21% — 709 +3,257 New Q4 2025 Feb 17, 2026
Operose Advisors LLC History Added to 3,221 224 0.05% 0.0% 710 +2,949 1084.19% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 3,088 223 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 26, 2026
TRED AVON FAMILY WEALTH, LLC History No change 3,210 223 0.07% 0.08% 712 0 0.0% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Added to 3,177 221 0.01% 0.01% 713 +1,099 52.89% Q4 2025 Feb 04, 2026
Oak Wealth Advisors LLC History Reduced 3,186 221 0.13% 0.14% 714 -457 -12.54% Q4 2025 Feb 11, 2026
Caldwell Trust Co History No change 3,146 219 0.02% 0.02% 715 0 0.0% Q4 2025 Jan 30, 2026
MBL Wealth, LLC History New 3,139 218 0.02% — 717 +3,139 New Q4 2025 Jan 21, 2026
Sound View Wealth Advisors Group, LLC History Added to 3,131 218 0.01% 0.01% 716 +4 0.13% Q4 2025 Jan 08, 2026
Arista Wealth Management, LLC History No change 3,109 216 0.03% 0.03% 718 0 0.0% Q4 2025 Feb 09, 2026
Brooklyn Investment Group History New 3,043 215 0.01% — 719 +3,043 New Q4 2025 Feb 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,075 214 0.02% 0.02% 720 0 0.0% Q4 2025 Jan 28, 2026
Safeguard Investment Advisory Group, LLC History Reduced 3,059 213 0.05% 0.06% 722 -432 -12.37% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 3,071 213 0.01% 0.01% 721 0 0.0% Q4 2025 Jan 30, 2026
Oath Planning, LLC History New 3,055 212 0.21% — 724 +3,055 New Q4 2025 Feb 12, 2026
Disciplined Investors, L.L.C. History Added to 3,056 212 0.14% 0.15% 723 +7 0.23% Q4 2025 Feb 10, 2026
Ares Financial Consulting, LLC History New 3,008 209 0.2% — 727 +3,008 New Q4 2025 Jan 30, 2026
Meadow Creek Wealth Advisors LLC History New 3,000 209 0.13% — 726 +3,000 New Q4 2025 Jan 28, 2026
Lantz Financial LLC History No change 3,004 209 0.04% 0.05% 725 0 0.0% Q4 2025 Jan 14, 2026
Vestment Financial LLC History New 2,837 208 0.11% — 728 +2,837 New Q4 2025 Jan 23, 2026
West Wealth Group, LLC History New 2,971 207 0.04% — 731 +2,971 New Q4 2025 Jan 26, 2026
FinDec Wealth Services, Inc. History Reduced 2,984 207 0.22% 0.21% 730 -38 -1.26% Q4 2025 Feb 09, 2026
Kathmere Capital Management, LLC History No change 2,978 207 0.01% 0.01% 729 0 0.0% Q4 2025 Jan 13, 2026
FIRST CITIZENS BANK & TRUST CO History New 2,960 206 0.0% — 732 +2,960 New Q4 2025 Feb 18, 2026
MAYPORT, LLC History Reduced 2,930 204 0.04% 0.05% 733 -200 -6.39% Q4 2025 Jan 21, 2026
Annandale Capital, LLC History New 2,897 202 0.02% — 734 +2,897 New Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History Reduced 2,912 202 0.01% 0.01% 735 -1,506 -34.09% Q4 2025 Feb 17, 2026
Madrona Financial Services, LLC History New 2,899 201 0.04% — 736 +2,899 New Q4 2025 Jan 22, 2026
SeaCrest Wealth Management, LLC History New 2,804 201 0.02% — 737 +2,804 New Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History Reduced 2,881 200 0.0% 0.0% 738 -1,639 -36.26% Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 2,844 198 0.0% 0.0% 740 +180 6.76% Q4 2025 Jan 26, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,852 198 0.01% 0.01% 739 0 0.0% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History No change 2,801 195 0.0% 0.0% 741 0 0.0% Q4 2025 Feb 13, 2026
Kennebec Savings Bank History Reduced 2,788 194 0.17% 0.18% 742 -172 -5.81% Q4 2025 Jan 22, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,724 189 0.0% 0.0% 743 -1,036 -27.55% Q4 2025 Feb 09, 2026
Red Tortoise LLC History No change 2,689 187 0.08% 0.08% 744 0 0.0% Q4 2025 Jan 22, 2026
BOKF, NA History Added to 2,672 186 0.0% 0.0% 745 +294 12.36% Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 2,631 183 0.07% — 746 +2,631 New Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History Reduced 2,428 169 0.02% 0.02% 747 -471 -16.25% Q4 2025 Feb 03, 2026
Woodside Wealth Management LLC History No change 2,433 169 0.13% 0.13% 748 0 0.0% Q4 2025 Jan 30, 2026
Wilmington Savings Fund Society, FSB History Added to 2,414 168 0.0% 0.0% 749 +314 14.95% Q4 2025 Feb 12, 2026
REDMONT WEALTH ADVISORS LLC History Added to 2,326 162 0.25% 0.21% 750 +85 3.79% Q4 2025 Feb 06, 2026
Newton One Investments LLC History Added to 2,317 161 0.05% 0.05% 751 +4 0.17% Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History New 2,302 160 0.09% — 752 +2,302 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 2,287 159 0.0% 0.0% 753 +45 2.01% Q4 2025 Feb 12, 2026
Provenance Wealth Advisors, LLC History No change 2,131 148 0.02% 0.02% 754 0 0.0% Q4 2025 Jan 26, 2026
ASSETMARK, INC History Reduced 1,951 135 0.0% 0.0% 755 -538 -21.62% Q4 2025 Jan 23, 2026
True Wealth Design, LLC History Reduced 1,934 134 0.04% 0.04% 756 -43 -2.18% Q4 2025 Jan 08, 2026
Family Manage LLC History Added to 1,916 133 0.02% 0.02% 757 +144 8.13% Q4 2025 Feb 17, 2026
TFC Financial Management, Inc. History No change 1,842 128 0.02% 0.02% 758 0 0.0% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History New 1,769 123 0.0% — 759 +1,769 New Q4 2025 Feb 17, 2026
CVA Family Office, LLC History Reduced 1,748 121 0.01% 0.02% 760 -989 -36.13% Q4 2025 Jan 12, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,720 119 0.06% 0.06% 761 0 0.0% Q4 2025 Feb 13, 2026
Aspect Partners, LLC History No change 1,706 118 0.05% 0.05% 762 0 0.0% Q4 2025 Jan 23, 2026
North Ridge Wealth Advisors, Inc. History No change 1,688 117 0.07% 0.07% 763 0 0.0% Q4 2025 Feb 13, 2026
Sawyer & Company, Inc History Reduced 1,565 109 0.04% 0.06% 764 -880 -35.99% Q4 2025 Feb 02, 2026
Fairman Group, LLC History Added to 1,568 109 0.09% 0.09% 765 +4 0.26% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,517 105 0.0% 0.0% 766 0 0.0% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History No change 1,518 105 0.01% 0.01% 767 0 0.0% Q4 2025 Feb 05, 2026
Tradewinds Capital Management, LLC History Added to 1,478 102 0.02% 0.01% 768 +868 142.3% Q4 2025 Jan 14, 2026
Godfrey Financial Associates, Inc. History New 1,379 96 0.08% — 769 +1,379 New Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 1,354 94 0.0% 0.0% 770 +409 43.28% Q4 2025 Feb 17, 2026
PROSPERITY BANCSHARES INC History New 1,285 89 0.08% — 771 +1,285 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 1,186 82 0.04% — 772 +1,186 New Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History New 1,165 81 0.0% — 773 +1,165 New Q4 2025 Jan 16, 2026
Glassy Mountain Advisors, Inc. History No change 1,136 79 0.02% 0.02% 774 0 0.0% Q4 2025 Feb 10, 2026
SITTNER & NELSON, LLC History No change 1,021 77 0.03% 0.03% 775 0 0.0% Q4 2025 Feb 11, 2026
Hilltop National Bank History No change 1,109 77 0.02% 0.02% 776 0 0.0% Q4 2025 Jan 07, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 1,100 76 0.0% 0.0% 777 -150 -12.0% Q4 2025 Feb 11, 2026
Parvin Asset Management, LLC History No change 1,100 76 0.06% 0.07% 778 0 0.0% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 1,067 74 0.0% 0.0% 779 -903 -45.84% Q4 2025 Feb 02, 2026
Princeton Global Asset Management LLC History No change 1,070 74 0.01% 0.01% 780 0 0.0% Q4 2025 Jan 20, 2026
Abound Wealth Management History Reduced 1,060 73 0.02% 0.02% 781 -200 -15.87% Q4 2025 Jan 12, 2026
CIBC Private Wealth Group LLC History No change 1,019 70 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 12, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 1,015 70 0.04% 0.05% 783 0 0.0% Q4 2025 Feb 10, 2026
Nalls Sherbakoff Group, LLC History No change 958 66 0.05% 0.04% 784 0 0.0% Q4 2025 Mar 12, 2026
Dunhill Financial, LLC History Added to 909 63 0.02% 0.01% 786 +596 190.42% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History No change 913 63 0.0% 0.0% 785 0 0.0% Q4 2025 Jan 29, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 918 63 0.0% 0.0% 787 0 0.0% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Added to 900 62 0.01% 0.01% 788 +216 31.58% Q4 2025 Jan 12, 2026
DHJJ Financial Advisors, Ltd. History No change 854 59 0.02% 0.02% 789 0 0.0% Q4 2025 Jan 23, 2026
Urban Financial Advisory Corp History No change 839 58 0.02% 0.03% 790 0 0.0% Q4 2025 Feb 04, 2026
Clark Wealth Partners History No change 842 58 0.04% 0.04% 791 0 0.0% Q4 2025 Feb 04, 2026
Trust Co History New 831 57 0.01% — 792 +831 New Q4 2025 Jan 15, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 780 54 0.04% 0.03% 794 -1 -0.13% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History No change 778 54 0.03% 0.03% 793 0 0.0% Q4 2025 Jan 21, 2026
FIRST COMMUNITY TRUST NA History No change 750 52 0.04% 0.04% 795 0 0.0% Q4 2025 Jan 16, 2026
Running Point Capital Advisors, LLC History No change 755 52 0.01% 0.01% 796 0 0.0% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Added to 735 51 0.01% 0.01% 798 +2 0.27% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 728 51 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History No change 746 51 0.0% 0.0% 799 0 0.0% Q4 2025 Jan 13, 2026
Geneos Wealth Management Inc. History Reduced 718 50 0.0% 0.0% 801 -498 -40.95% Q4 2025 Jan 28, 2026