Dimensional ETF Trust - DFAT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 Reduced 13,707,684 816,155 0.58% 0.62% 1 -199,390 -1.43% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 13,284,203 790,941 0.9% 1.24% 2 +40,703 0.31% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Added to 10,207,476 607,753 7.91% 7.77% 3 +454,334 4.66% Q4 2025 Jan 27, 2026
Index Fund Advisors, Inc. History Reduced 6,442,632 383,594 18.0% 18.41% 4 -77,874 -1.19% Q4 2025 Jan 29, 2026
Pure Financial Advisors, LLC History Added to 5,330,417 317,373 57.7% 4.6% 5 +371,114 7.48% Q4 2025 Mar 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 5,294,823 315,253 3.87% 2.88% 6 +919,456 21.01% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Added to 4,830,800 287,625 1.64% 1.69% 7 +35,221 0.73% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 4,183,471 249,083 1.29% — 8 +4,183,471 New Q4 2025 Feb 18, 2026
Align Financial, LLC History New 198,983 198,983 0.12% — 9 +198,983 New Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 2,833,951 174,826 16.52% 16.79% 10 -2,072 -0.07% Q4 2025 Jan 22, 2026
Corient Private Wealth LLC History Added to 2,718,201 161,841 0.22% 0.08% 11 +1,835,322 207.88% Q4 2025 Mar 09, 2026
Asset Dedication, LLC History Added to 2,600,142 154,812 10.16% 9.83% 12 +87,070 3.46% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,013,264 124,198 0.17% 0.19% 13 -100,520 -4.76% Q4 2025 Jan 08, 2026
HighTower Advisors, LLC History Reduced 1,848,642 110,068 0.12% 0.12% 14 -22,024 -1.18% Q4 2025 Feb 06, 2026
Trust Co of the South History Added to 1,820,738 108,406 17.43% 17.18% 15 +41,665 2.34% Q4 2025 Jan 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,778,841 105,912 0.03% 0.03% 16 +92,290 5.47% Q4 2025 Feb 18, 2026
Apella Capital, LLC History Reduced 1,649,140 98,189 1.94% 2.09% 17 -6,330 -0.38% Q4 2025 Jan 21, 2026
Truepoint, Inc. History Reduced 1,504,669 89,588 2.02% 2.06% 18 -19,354 -1.27% Q4 2025 Feb 11, 2026
EARNED WEALTH ADVISORS, LLC History Added to 1,457,860 86,800 28.0% 7.16% 19 +710,659 95.11% Q4 2025 Jan 27, 2026
Plancorp, LLC History Reduced 1,439,385 85,700 2.59% 2.7% 20 -41,221 -2.78% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 1,419,609 85,389 3.24% 0.06% 21 +1,403,940 8959.98% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,424,039 84,787 0.13% 0.14% 22 -58,151 -3.92% Q4 2025 Feb 18, 2026
GREAT OAK CAPITAL PARTNERS, LLC History Added to 1,397,654 83,901 21.04% 21.33% 23 +7,326 0.53% Q4 2025 Jan 06, 2026
Abacus Wealth Partners, LLC History Reduced 1,366,881 81,384 7.98% 12.07% 24 -74,787 -5.19% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Added to 1,339,926 79,779 0.44% 0.46% 25 +44,552 3.44% Q4 2025 Feb 03, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,305,611 77,736 0.01% 0.0% 26 +87,253 7.16% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,260,968 75,078 0.02% 0.02% 27 +50,824 4.2% Q4 2025 Feb 11, 2026
Premier Financial Group History Added to 1,189,189 71,054 18.53% 18.08% 28 +17,894 1.53% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 1,072,273 64,941 0.09% 0.1% 29 +9,980 0.94% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Reduced 1,083,707 64,523 3.48% 3.6% 30 -11,628 -1.06% Q4 2025 Jan 12, 2026
Sensible Money, LLC History Added to 1,020,908 60,784 19.41% 19.1% 31 +55,309 5.73% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 1,007,945 60,013 0.25% — 32 +1,007,945 New Q4 2025 Feb 05, 2026
Team Hewins, LLC History Reduced 925,776 55,120 17.76% 18.31% 33 -5,796 -0.62% Q4 2025 Jan 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 918,385 54,680 0.97% 1.06% 34 +12,130 1.34% Q4 2025 Jan 16, 2026
Parkwoods Wealth Partners, LLC History Added to 867,921 51,676 15.2% 16.93% 35 +15,293 1.79% Q4 2025 Jan 15, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 840,720 50,056 20.43% 20.94% 36 +1,904 0.23% Q4 2025 Jan 08, 2026
Mariner, LLC History Added to 838,675 49,949 0.06% 0.06% 37 +23,641 2.9% Q4 2025 Feb 13, 2026
Great Waters Wealth Management History Added to 823,389 49,024 5.39% 5.05% 38 +88,542 12.05% Q4 2025 Jan 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 807,183 48,059 3.1% 2.93% 39 +43,634 5.71% Q4 2025 Jan 26, 2026
Joel Isaacson & Co., LLC History Added to 792,905 47,209 1.56% 1.54% 40 +61,435 8.4% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Reduced 757,412 45,096 2.12% 2.47% 41 -30,601 -3.88% Q4 2025 Jan 12, 2026
Three Arch Wealth Management LLC History New 744,251 44,312 8.3% — 42 +744,251 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 743,398 44,261 0.51% 0.52% 43 -34,277 -4.41% Q4 2025 Jan 21, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 712,009 43,923 6.48% 5.6% 44 +407,790 134.04% Q4 2025 Jan 07, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 699,495 41,647 4.09% 4.09% 45 +5,683 0.82% Q4 2025 Feb 13, 2026
KEB ASSET MANAGEMENT, LLC History Added to 690,485 41,111 8.33% 8.99% 46 +2,093 0.3% Q4 2025 Jan 09, 2026
JPMORGAN CHASE & CO History Added to 645,992 38,462 0.0% 0.0% 47 +71,369 12.42% Q4 2025 Feb 11, 2026
Tumwater Wealth Management, LLC History Added to 631,087 37,574 15.31% 15.62% 48 +27,092 4.49% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 625,279 37,229 0.04% 0.04% 49 +45,174 7.79% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 614,086 36,562 0.01% 0.01% 50 +95,607 18.44% Q4 2025 Feb 10, 2026
Richard Young Associates, Ltd. History New 553,710 32,967 25.75% — 51 +553,710 New Q4 2025 Feb 05, 2026
EnRich Financial Partners LLC History Reduced 527,981 31,436 8.57% 8.76% 52 -719 -0.14% Q4 2025 Jan 28, 2026
Aspen Wealth Management LLC History Added to 524,971 31,256 6.56% 6.57% 53 +16,469 3.24% Q4 2025 Jan 05, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 506,055 30,130 0.57% 0.64% 54 -47,192 -8.53% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Reduced 496,848 29,582 2.04% 2.07% 55 -4,016 -0.8% Q4 2025 Feb 23, 2026
Financial Harvest, LLC History Added to 487,424 29,021 17.92% 18.15% 56 +24,599 5.31% Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History Reduced 485,284 28,893 0.2% 0.21% 57 -19,243 -3.81% Q4 2025 Feb 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 482,657 28,737 3.15% 3.38% 58 -13,715 -2.76% Q4 2025 Feb 13, 2026
TCI Wealth Advisors, Inc. History Reduced 477,900 28,454 1.57% 1.66% 59 -931 -0.19% Q4 2025 Feb 02, 2026
Planning Center, Inc. History Reduced 461,138 27,456 2.8% 3.02% 60 -33,653 -6.8% Q4 2025 Feb 02, 2026
ASSETMARK, INC History Added to 457,432 27,235 0.06% 0.06% 61 +7,279 1.62% Q4 2025 Jan 23, 2026
NorthAvenue LLC History New 446,623 26,591 22.01% — 62 +446,623 New Q4 2025 Apr 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 443,452 26,403 0.02% 0.01% 63 +94,142 26.95% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 440,865 26,249 0.0% 0.0% 64 -26,755 -5.72% Q4 2025 Jan 29, 2026
Squire Investment Management Company, LLC History Added to 433,290 25,798 7.81% 8.11% 65 +5,342 1.25% Q4 2025 Jan 22, 2026
Watchman Group, Inc. History Added to 432,662 25,760 6.15% 6.09% 66 +474 0.11% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 429,132 25,550 0.03% 0.03% 67 -10,718 -2.44% Q4 2025 Feb 12, 2026
Babb Wealth Advisors LLC History Added to 428,563 25,516 14.4% 14.34% 68 +49,681 13.11% Q4 2025 Feb 11, 2026
AE Wealth Management LLC History Reduced 427,364 25,445 0.15% 0.16% 69 -17,282 -3.89% Q4 2025 Jan 26, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 427,169 25,433 4.82% 5.09% 70 +10,674 2.56% Q4 2025 Jan 14, 2026
Confluence Wealth Services, Inc. History Added to 426,378 25,386 1.05% 1.18% 71 +16,017 3.9% Q4 2025 Jan 28, 2026
TFC Financial Management, Inc. History Reduced 424,669 25,284 3.17% 3.2% 72 -4,221 -0.98% Q4 2025 Jan 23, 2026
Disciplined Equity Management, Inc. History Added to 417,953 24,884 12.89% 12.88% 73 +11,352 2.79% Q4 2025 Jan 14, 2026
Summit Financial Strategies, Inc. History Added to 412,629 24,567 2.02% 1.93% 74 +24,967 6.44% Q4 2025 Jan 27, 2026
Meritas Wealth Management, LLC History Reduced 410,390 24,434 11.75% 12.16% 75 -11,474 -2.72% Q4 2025 Jan 14, 2026
Allen Capital Group, LLC History Added to 408,773 24,338 2.23% 2.19% 76 +9,749 2.44% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 406,939 24,229 0.09% — 77 +406,939 New Q4 2025 Feb 13, 2026
Foster Group, Inc. History Reduced 401,964 23,932 0.72% 0.78% 78 -22,864 -5.38% Q4 2025 Jan 12, 2026
TFO Wealth Partners, LLC History Added to 396,409 23,602 3.53% 3.62% 79 +15,141 3.97% Q4 2025 Feb 05, 2026
Lauterbach Financial Advisors, LLC History Reduced 396,265 23,593 11.54% 11.64% 80 -1,584 -0.4% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 381,772 22,730 0.72% 0.75% 81 -12,225 -3.1% Q4 2025 Jan 30, 2026
Triune Financial Partners, LLC History Added to 352,005 22,324 5.22% 5.11% 82 +3,628 1.04% Q4 2025 Feb 02, 2026
MASTER'S WEALTH MANAGEMENT INC. History Added to 362,045 21,556 7.75% 8.37% 83 +30,810 9.3% Q4 2025 Jan 21, 2026
Guardian Wealth Management, LLC History New 361,753 21,538 6.83% — 84 +361,753 New Q4 2025 Jan 20, 2026
Betterment LLC History Reduced 357,340 21,276 0.04% 0.04% 85 -796 -0.22% Q4 2025 Feb 12, 2026
CHOREO, LLC History Reduced 353,401 21,257 0.27% 0.27% 86 -6,338 -1.76% Q4 2025 Jan 23, 2026
Sterling Wealth Management, Inc. History Added to 350,032 20,840 5.95% 5.68% 87 +27,852 8.64% Q4 2025 Feb 17, 2026
Tillman Hartley LLC History Reduced 345,544 20,573 5.16% 5.23% 88 -1,842 -0.53% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Reduced 342,488 20,391 0.04% 0.04% 89 -2,696 -0.78% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 342,356 20,383 0.14% 0.14% 90 +17,102 5.26% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Added to 339,548 20,216 0.91% 0.84% 91 +30,171 9.75% Q4 2025 Feb 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 331,712 19,750 8.07% 8.22% 92 -2,897 -0.87% Q4 2025 Jan 09, 2026
Cambridge Financial Group, LLC History Reduced 351,609 19,696 6.85% 6.6% 93 -893 -0.25% Q4 2025 Jan 09, 2026
KELLY FINANCIAL GROUP LLC History Added to 326,315 19,428 4.94% 4.82% 94 +13,984 4.48% Q4 2025 Jan 23, 2026
Kilner Capital Advisors, LLC History New 324,801 19,338 18.46% — 95 +324,801 New Q4 2025 Feb 11, 2026
Prism Advisors, Inc. History Added to 324,410 19,315 5.15% 4.68% 96 +26,857 9.03% Q4 2025 Jan 23, 2026
RS CRUM INC. History Added to 322,141 19,180 3.83% 4.09% 97 +6,357 2.01% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 305,774 18,205 1.49% 1.46% 98 -20,856 -6.39% Q4 2025 Feb 17, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Added to 301,329 17,941 11.11% 11.36% 99 +7,494 2.55% Q4 2025 Feb 10, 2026
LIBRA WEALTH LLC History Reduced 299,176 17,812 4.98% 5.25% 100 -1,115 -0.37% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 296,170 17,633 0.01% 0.01% 101 +17,956 6.45% Q4 2025 Feb 17, 2026
WPWealth LLP History Reduced 295,960 17,621 2.76% 3.21% 102 -41,855 -12.39% Q4 2025 Feb 13, 2026
BlueSky Wealth Advisors, LLC History Added to 295,551 17,597 2.32% 2.3% 103 +2,095 0.71% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 294,922 17,559 0.12% 0.1% 104 +96,280 48.47% Q4 2025 Feb 18, 2026
Atlantic Union Bankshares Corp History Reduced 293,185 17,456 0.33% 0.33% 105 -10,255 -3.38% Q4 2025 Feb 04, 2026
Aspen Capital Management, LLC History Reduced 292,835 17,435 4.32% 4.38% 106 -2,040 -0.69% Q4 2025 Jan 29, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 292,219 17,398 9.75% 9.93% 107 +1,663 0.57% Q4 2025 Jan 09, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 290,535 17,298 2.7% 2.15% 108 +89,599 44.59% Q4 2025 Feb 03, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 290,400 17,290 8.19% 8.18% 109 -43 -0.01% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 290,074 17,271 0.02% 0.02% 110 -3,077 -1.05% Q4 2025 Feb 02, 2026
McMill Wealth Management History Reduced 279,357 16,632 4.68% 4.69% 111 -3,463 -1.22% Q4 2025 Feb 23, 2026
Tiller Private Wealth, Inc. History Added to 270,527 16,107 5.73% 5.25% 112 +16,946 6.68% Q4 2025 Jan 14, 2026
Quantum Financial Advisors, LLC History Reduced 256,606 15,278 1.72% 1.87% 113 -6,266 -2.38% Q4 2025 Jan 12, 2026
McLean Asset Management Corp History Reduced 234,071 14,725 2.64% 2.9% 114 -5,177 -2.16% Q4 2025 Jan 16, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 244,100 14,533 0.02% 0.03% 115 -159,200 -39.47% Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History Reduced 236,153 14,060 2.42% 2.53% 116 -1,679 -0.71% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 235,634 14,029 0.0% 0.0% 117 +15,920 7.25% Q4 2025 Feb 13, 2026
Graver Capital Management, LLC History Added to 234,144 13,940 11.01% 10.82% 118 +13,682 6.21% Q4 2025 Feb 13, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 230,359 13,715 12.86% — 119 +230,359 New Q4 2025 Feb 19, 2026
Larson Financial Group LLC History Reduced 229,914 13,689 0.46% 0.49% 120 -12,298 -5.08% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 229,451 13,662 0.12% 0.09% 121 +25,187 12.33% Q4 2025 Jan 05, 2026
ROYAL BANK OF CANADA History New 227,546 13,548 0.0% — 122 +227,546 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 226,694 13,497 0.14% 0.13% 123 +80,754 55.33% Q4 2025 Jan 23, 2026
OLIO Financial Planning History Added to 226,387 13,479 3.78% 3.61% 124 +14,980 7.09% Q4 2025 Jan 21, 2026
JDH Wealth Management, LLC History Added to 226,128 13,463 9.23% 9.33% 125 +227 0.1% Q4 2025 Jan 05, 2026
Navigoe, LLC History Reduced 225,688 13,437 8.29% 8.4% 126 -239 -0.11% Q4 2025 Feb 03, 2026
HMV Wealth Advisors, LLC History Reduced 225,042 13,399 6.7% 7.22% 127 -365 -0.16% Q4 2025 Jan 20, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 223,301 13,295 7.9% 8.54% 128 -20,315 -8.34% Q4 2025 Jan 26, 2026
Wealth Management Nebraska History Reduced 216,187 12,871 1.47% 1.5% 129 -143 -0.07% Q4 2025 Jan 28, 2026
ShankerValleau Wealth Advisors, Inc. History Reduced 212,859 12,673 3.43% 3.19% 130 -515 -0.24% Q4 2025 Jan 06, 2026
Ruedi Wealth Management, Inc. History Reduced 208,993 12,443 3.26% 3.55% 131 -9,048 -4.15% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 208,531 12,415 0.03% 0.03% 132 +41,506 24.85% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 208,314 12,403 0.01% 0.01% 133 +52,874 34.02% Q4 2025 Feb 10, 2026
Capstone Wealth Management, LLC History Reduced 203,209 12,099 8.83% 9.24% 134 -3,141 -1.52% Q4 2025 Jan 20, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 186,932 12,008 6.1% 6.33% 135 -827 -0.44% Q4 2025 Jan 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 200,956 11,964 1.69% 1.81% 136 +4,510 2.3% Q4 2025 Jan 12, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 195,022 11,611 1.31% 1.37% 137 -4,077 -2.05% Q4 2025 Jan 14, 2026
D.A. DAVIDSON & CO. History Added to 192,740 11,475 0.07% 0.05% 138 +45,106 30.55% Q4 2025 Jan 29, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 192,093 11,437 0.23% 0.16% 139 +57,570 42.8% Q4 2025 Feb 05, 2026
ASPIRIANT, LLC History Reduced 191,240 11,386 0.33% 0.34% 140 -701 -0.37% Q4 2025 Jan 20, 2026
Crestmont Private Wealth LLC History Reduced 189,502 11,282 3.67% 3.65% 141 -57 -0.03% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 186,881 11,129 0.02% 0.02% 142 -12,848 -6.43% Q4 2025 Feb 17, 2026
PINNEY & SCOFIELD, INC. History Reduced 180,635 10,754 6.1% 6.65% 143 -3,400 -1.85% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 176,755 10,524 0.27% 0.31% 144 -155 -0.09% Q4 2025 Feb 02, 2026
Spire Wealth Management History Added to 176,091 10,484 0.35% 0.34% 145 +5,273 3.09% Q4 2025 Jan 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 172,696 10,282 2.53% 4.6% 146 -176,858 -50.6% Q4 2025 Jan 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 167,535 9,975 0.03% 0.03% 147 +5,867 3.63% Q4 2025 Feb 05, 2026
Efficient Advisors, LLC History Added to 165,281 9,840 0.57% 0.48% 148 +20,365 14.05% Q4 2025 Jan 21, 2026
Disciplined Investments, LLC History Added to 164,150 9,773 3.76% 3.61% 149 +8,298 5.32% Q4 2025 Feb 05, 2026
VANCE WEALTH, LLC History Added to 163,846 9,755 2.9% 2.82% 150 +6,278 3.98% Q4 2025 Feb 17, 2026
OMNI 360 Wealth, Inc. History Added to 154,196 9,700 4.97% 4.72% 151 +9,685 6.7% Q4 2025 Jan 29, 2026
New England Private Wealth Advisors LLC History Reduced 157,601 9,383 1.17% 1.35% 152 -18,978 -10.75% Q4 2025 Feb 13, 2026
Austin Asset Management Co Inc History Reduced 156,761 9,333 1.53% 1.7% 153 -2,970 -1.86% Q4 2025 Feb 04, 2026
Veratis Advisors, Inc. History New 166,704 9,162 7.25% — 155 +166,704 New Q4 2025 Feb 18, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 153,881 9,162 2.4% 2.51% 154 -3,679 -2.33% Q4 2025 Feb 06, 2026
Lutz Financial Services LLC History Added to 152,294 9,067 0.62% 0.59% 156 +12,910 9.26% Q4 2025 Feb 06, 2026
REGIONS FINANCIAL CORP History New 151,216 9,003 0.06% — 157 +151,216 New Q4 2025 Jan 27, 2026
MATHER GROUP, LLC. History Reduced 150,249 8,945 0.09% 0.11% 158 -29,287 -16.31% Q4 2025 Jan 13, 2026
Vawter Financial, Ltd. History Reduced 149,028 8,873 3.75% 3.96% 160 -924 -0.62% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 149,036 8,873 0.02% 0.02% 159 -320 -0.21% Q4 2025 Feb 17, 2026
Pillar Financial Advisors, LLC History Reduced 148,912 8,866 5.35% 5.63% 161 -5,011 -3.26% Q4 2025 Feb 02, 2026
McKinley Carter Wealth Services, Inc. History Reduced 146,836 8,742 0.49% 0.52% 162 -25,113 -14.6% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Added to 145,467 8,661 2.01% 2.03% 163 +62 0.04% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 144,793 8,620 0.0% 0.0% 164 +49,403 51.79% Q4 2025 Feb 12, 2026
Pioneer Wealth Management Group History Added to 144,039 8,576 2.6% 2.56% 165 +7,702 5.65% Q4 2025 Jan 12, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 142,112 8,461 2.79% 2.76% 166 +580 0.41% Q4 2025 Jan 27, 2026
Gradient Capital Advisors, LLC History Added to 140,565 8,369 2.16% 2.19% 167 +183 0.13% Q4 2025 Feb 06, 2026
Twin Cities Retirement Group LLC History New 137,261 8,172 7.89% — 168 +137,261 New Q4 2025 Feb 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 136,957 8,154 1.05% 1.15% 169 -3,048 -2.18% Q4 2025 Feb 04, 2026
Strategic Investment Solutions, Inc. /IL History Added to 136,235 8,115 1.95% 1.95% 170 +9,239 7.28% Q4 2025 Feb 27, 2026
DiNuzzo Private Wealth, Inc. History Reduced 135,153 8,047 0.88% 0.91% 171 -1,893 -1.38% Q4 2025 Jan 16, 2026
SCRATCH CAPITAL LLC History Reduced 132,058 7,862 5.14% 5.08% 172 -326 -0.25% Q4 2025 Jan 13, 2026
Zhang Financial LLC History Added to 131,795 7,847 0.29% 0.05% 173 +109,956 503.48% Q4 2025 Feb 10, 2026
SB Capital Management Inc History New 130,198 7,752 2.84% — 174 +130,198 New Q4 2025 Feb 20, 2026
Stratos Wealth Partners, LTD. History Added to 128,304 7,639 0.09% 0.08% 175 +17,226 15.51% Q4 2025 Jan 20, 2026
Rather & Kittrell, Inc. History Reduced 128,250 7,636 1.23% 1.32% 176 -1,747 -1.34% Q4 2025 Jan 28, 2026
Timonier Family Office, LTD. History Reduced 128,151 7,630 2.42% 2.72% 178 -14,242 -10.0% Q4 2025 Feb 04, 2026
Avondale Wealth Management History Added to 128,165 7,630 3.92% 3.71% 177 +8,385 7.0% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 126,565 7,535 0.11% 0.08% 179 +8,444 7.15% Q4 2025 Feb 02, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 125,484 7,471 2.24% 2.26% 180 +2,678 2.18% Q4 2025 Jan 23, 2026
BWM Planning, LLC History Reduced 124,095 7,388 1.97% 2.17% 181 -953 -0.76% Q4 2025 Jan 14, 2026
Lakeshore Financial Planning, Inc. History Reduced 123,072 7,327 2.62% 2.68% 182 -839 -0.68% Q4 2025 Feb 17, 2026
City State Bank History Added to 121,619 7,241 1.98% 1.92% 183 +7,218 6.31% Q4 2025 Jan 28, 2026
Annandale Capital, LLC History Added to 120,929 7,200 0.85% 1.12% 184 +7,588 6.69% Q4 2025 Feb 12, 2026
Mason Investment Advisory Services, Inc. History Added to 120,225 7,158 0.34% 0.35% 185 +317 0.26% Q4 2025 Feb 12, 2026
SACHEM HILL LLC History Added to 119,129 7,092 1.38% 1.36% 186 +2,388 2.05% Q4 2025 Feb 12, 2026
Ariadne Wealth Management, LP History Added to 104,100 6,842 2.83% 2.66% 187 +1 0.0% Q4 2025 Feb 13, 2026
Parkshore Wealth Management, Inc. History Reduced 111,473 6,637 2.49% 2.67% 188 -1,169 -1.04% Q4 2025 Feb 09, 2026
Seneschal Advisors, LLC History Reduced 109,322 6,509 4.79% 4.8% 189 -4,271 -3.76% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 107,745 6,415 0.01% 0.01% 190 -1,464 -1.34% Q4 2025 Feb 13, 2026
COGENT STRATEGIC WEALTH LLC History New 100,734 6,382 6.96% — 191 +100,734 New Q4 2025 Mar 02, 2026
Quantinno Capital Management LP History Added to 106,953 6,368 0.01% 0.01% 192 +24,625 29.91% Q4 2025 Feb 17, 2026
FMB WEALTH MANAGEMENT History Reduced 105,843 6,301 2.49% 2.62% 193 -343 -0.32% Q4 2025 Jan 22, 2026
Valued Wealth Advisors LLC History Reduced 104,134 6,200 2.73% 2.87% 194 -2,303 -2.16% Q4 2025 Jan 30, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 103,475 6,160 0.97% 1.12% 195 -13,200 -11.31% Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History Added to 103,422 6,157 0.03% 0.03% 196 +2,441 2.42% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History Added to 103,174 6,143 0.44% 1.24% 197 +2,196 2.17% Q4 2025 Feb 11, 2026
TAGStone Capital, Inc. History Added to 102,973 6,131 2.28% 2.29% 198 +3,692 3.72% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 101,301 6,031 0.01% 0.01% 199 -1,150 -1.12% Q4 2025 Feb 13, 2026
Capstone Wealth Management, Inc. History New 100,194 5,970 5.23% — 200 +100,194 New Q4 2025 Feb 20, 2026
WorthPointe, LLC History Added to 99,385 5,917 1.55% 1.07% 201 +50,459 103.13% Q4 2025 Jan 26, 2026
Ferguson Johnson Wealth Management Inc History New 98,240 5,849 4.86% — 202 +98,240 New Q4 2025 Feb 06, 2026
CWM, LLC History Added to 96,673 5,756 0.02% 0.01% 203 +45,685 89.6% Q4 2025 Jan 26, 2026
B&D White Capital Company, LLC History Added to 96,226 5,729 0.66% 0.07% 204 +86,798 920.64% Q4 2025 Feb 13, 2026
CLARIS ADVISORS, LLC / MO / History Added to 93,709 5,579 1.7% 1.75% 205 +489 0.52% Q4 2025 Jan 16, 2026
Vestment Financial LLC History Reduced 88,750 5,547 2.88% 3.02% 206 -1,968 -2.17% Q4 2025 Jan 23, 2026
Greenspring Advisors, LLC History Added to 92,673 5,517 0.34% 0.09% 207 +84,124 984.02% Q4 2025 Feb 10, 2026
SwitchPoint Financial Planning, LLC History Reduced 92,109 5,484 3.84% 3.91% 208 -588 -0.63% Q4 2025 Feb 17, 2026
Glassy Mountain Advisors, Inc. History Added to 90,740 5,402 1.63% 1.59% 209 +149 0.16% Q4 2025 Feb 10, 2026
Mills Wealth Advisors LLC History Added to 90,726 5,401 2.13% 2.0% 210 +6,272 7.43% Q4 2025 Jan 27, 2026
Cherry Tree Wealth Management, LLC History Reduced 90,558 5,391 1.14% 1.16% 211 -595 -0.65% Q4 2025 Feb 10, 2026
CogentBlue Wealth Advisors, LLC History Reduced 90,446 5,385 3.67% 3.71% 212 -3,075 -3.29% Q4 2025 Jan 16, 2026
Gibson Capital, LLC History Added to 90,351 5,379 0.99% 0.97% 213 +150 0.17% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 90,122 5,365 0.02% 0.03% 214 -11,022 -10.9% Q4 2025 Feb 18, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Reduced 89,412 5,323 1.91% 1.83% 215 -537 -0.6% Q4 2025 Jan 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 88,898 5,292 0.09% 0.07% 216 +30,099 51.19% Q4 2025 Feb 19, 2026
CLUNE & ASSOCIATES, LTD. History Added to 88,712 5,281 1.14% 1.07% 217 +15,343 20.91% Q4 2025 Feb 09, 2026
Quantum Financial Planning Services, Inc. History Added to 88,235 5,253 1.9% 1.83% 218 +10,531 13.55% Q4 2025 Jan 15, 2026
Weinberger Asset Management, Inc History Added to 86,675 5,160 1.86% 1.73% 219 +4,540 5.53% Q4 2025 Feb 09, 2026
Bragg Financial Advisors, Inc History Reduced 85,470 5,088 0.17% 0.17% 220 -3,718 -4.17% Q4 2025 Feb 13, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 85,011 5,061 0.32% 0.34% 221 -917 -1.07% Q4 2025 Jan 20, 2026
Westwood Wealth Management History New 84,545 5,033 3.78% — 222 +84,545 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 84,545 5,033 3.78% 3.54% 223 +7,913 10.33% Q4 2025 Jan 13, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 84,444 5,027 0.92% 0.85% 224 +6,718 8.64% Q4 2025 Feb 09, 2026
Porter White Investment Advisors, Inc. History Reduced 84,418 5,026 2.06% 2.11% 225 -15 -0.02% Q4 2025 Jan 29, 2026
Platform Wealth Management, LLC History New 84,122 5,008 1.33% — 226 +84,122 New Q4 2025 Feb 11, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 83,791 4,988 1.69% 1.58% 227 +7,958 10.49% Q4 2025 Jan 20, 2026
White Wing Wealth Management History Added to 82,488 4,911 2.93% 2.94% 228 +1,394 1.72% Q4 2025 Jan 15, 2026
Shearwater Capital LLC History Reduced 82,445 4,908 2.82% 2.86% 229 -295 -0.36% Q4 2025 Jan 13, 2026
RTD Financial Advisors, Inc. History Reduced 80,961 4,820 0.59% 0.57% 230 -149 -0.18% Q4 2025 Jan 27, 2026
Burk Holdings LLC History Added to 80,942 4,819 2.3% 2.34% 231 +5,636 7.48% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 78,396 4,667 0.03% 0.03% 232 +3,924 5.27% Q4 2025 Feb 12, 2026
Passive Capital Management, LLC. History Added to 76,992 4,584 1.43% 1.46% 233 +50 0.06% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Reduced 76,889 4,577 0.0% 0.0% 234 -3,655 -4.54% Q4 2025 Feb 17, 2026
SC&H Financial Advisors, Inc. History Reduced 76,218 4,538 0.7% 0.73% 235 -1,004 -1.3% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History No change 75,635 4,503 0.27% 0.25% 236 0 0.0% Q4 2025 Jan 29, 2026
BBR PARTNERS, LLC History No change 74,746 4,450 0.24% 0.25% 237 0 0.0% Q4 2025 Feb 11, 2026
Pacific Asset Management, LLC History Reduced 73,996 4,405 2.64% 2.98% 238 -1,431 -1.9% Q4 2025 Jan 28, 2026
Physician Wealth Solutions Inc. History No change 73,487 4,375 1.86% 1.87% 239 0 0.0% Q4 2025 Jan 12, 2026
Evensky & Katz LLC History Reduced 72,819 4,336 0.24% 0.25% 240 -165 -0.23% Q4 2025 Feb 05, 2026
Private Wealth Management Group, LLC History Reduced 72,618 4,323 1.15% 1.21% 241 -3,091 -4.08% Q4 2025 Jan 23, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 71,772 4,273 2.92% 3.01% 242 +505 0.71% Q4 2025 Jan 27, 2026
Frankly Finances, LLC History New 71,580 4,261 3.7% — 243 +71,580 New Q4 2025 Jan 26, 2026
Diversified Portfolios, Inc. History Reduced 71,263 4,242 0.35% 0.37% 244 -1,351 -1.86% Q4 2025 Feb 09, 2026
Aviance Capital Partners, LLC History Reduced 71,069 4,231 0.49% 0.49% 245 -150 -0.21% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 70,136 4,175 0.03% 0.03% 246 +3,557 5.34% Q4 2025 Jan 28, 2026
CFS Investment Advisory Services, LLC History Reduced 69,676 4,148 0.3% 0.31% 247 -2,250 -3.13% Q4 2025 Feb 10, 2026
Level Financial Advisors History Reduced 69,631 4,145 1.1% 1.16% 248 -1,093 -1.55% Q4 2025 Jan 26, 2026
Hill Investment Group Partners, LLC History Reduced 69,156 4,117 0.49% 0.5% 249 -1,381 -1.96% Q4 2025 Feb 17, 2026
Fortitude Family Office, LLC History Added to 68,868 4,100 0.95% 0.94% 250 +8,603 14.28% Q4 2025 Jan 15, 2026
Vistica Wealth Advisors, LLC History New 68,325 4,068 4.05% — 251 +68,325 New Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Added to 68,180 4,059 0.08% 0.06% 252 +23,306 51.94% Q4 2025 Feb 13, 2026
InTrack Investment Management Inc History Added to 67,375 4,011 2.24% 2.34% 253 +33 0.05% Q4 2025 Jan 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 67,299 4,006 1.07% 1.09% 254 -485 -0.72% Q4 2025 Feb 11, 2026
Bedel Financial Consulting, Inc. History Added to 66,539 3,961 0.43% 0.45% 255 +6,124 10.14% Q4 2025 Jan 28, 2026
Ares Financial Consulting, LLC History New 66,276 3,946 3.76% — 256 +66,276 New Q4 2025 Jan 30, 2026
MAI Capital Management History Reduced 66,027 3,931 0.02% 0.03% 257 -17,477 -20.93% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History Added to 64,428 3,836 0.19% 0.18% 258 +2,810 4.56% Q4 2025 Jan 29, 2026
Belleair Asset Management, LLC History New 64,405 3,834 3.65% — 259 +64,405 New Q4 2025 Jan 30, 2026
Burton Enright Welch History Added to 62,265 3,707 0.52% 0.53% 260 +1,407 2.31% Q4 2025 Feb 13, 2026
PW ADVISORS, LLC \ FL History New 62,028 3,693 2.96% — 261 +62,028 New Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 61,620 3,668 0.44% 0.56% 262 -19,579 -24.11% Q4 2025 Feb 13, 2026
Vantage Point Financial LLC History Reduced 61,278 3,648 1.3% 1.6% 263 -9,607 -13.55% Q4 2025 Feb 02, 2026
LJI Wealth Management, LLC History Added to 60,859 3,623 0.55% 0.17% 264 +43,891 258.67% Q4 2025 Feb 03, 2026
Pinnacle Financial Partners, Inc. History New 58,205 3,465 0.03% — 265 +58,205 New Q4 2025 Feb 18, 2026
Symmetry Partners, LLC History Reduced 58,168 3,463 0.2% 0.39% 266 -3,014 -4.93% Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 58,012 3,454 0.07% 0.05% 267 +18,068 45.23% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 57,936 3,449 0.01% 0.01% 268 +619 1.08% Q4 2025 Feb 17, 2026
Live Oak Private Wealth LLC History No change 57,751 3,438 0.47% 0.47% 269 0 0.0% Q4 2025 Jan 23, 2026
CURIO WEALTH, LLC History Reduced 56,428 3,416 1.21% 1.35% 270 -267 -0.47% Q4 2025 Feb 11, 2026
Certified Advisory Corp History Added to 57,020 3,394 0.31% 0.25% 271 +12,113 26.97% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History Reduced 56,820 3,383 0.12% 0.16% 272 -11,979 -17.41% Q4 2025 Feb 06, 2026
Thayer Financial, L.L.C. History New 56,645 3,372 3.56% — 273 +56,645 New Q4 2025 Jan 12, 2026
US BANCORP \DE\ History Added to 56,195 3,345 0.0% 0.0% 274 +10,184 22.13% Q4 2025 Jan 30, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 56,119 3,341 0.69% 0.73% 275 -3,435 -5.77% Q4 2025 Feb 09, 2026
Johnson Wealth Management, LLC History New 55,410 3,299 1.64% — 276 +55,410 New Q4 2025 Feb 11, 2026
Freedom Investment Management, Inc. History Reduced 55,227 3,288 0.96% 0.85% 277 -201 -0.36% Q4 2025 Feb 06, 2026
Simplicity Wealth,LLC History Reduced 55,193 3,286 0.2% 0.19% 278 -1,712 -3.01% Q4 2025 Jan 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 54,446 3,241 0.02% 0.03% 279 -412 -0.75% Q4 2025 Feb 12, 2026
Kane Co Wealth Management, Inc. History New 53,777 3,201 2.82% — 280 +53,777 New Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Reduced 53,489 3,184 0.09% 0.11% 281 -2,875 -5.1% Q4 2025 Feb 19, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 53,209 3,168 1.11% 1.01% 282 +5,394 11.28% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Reduced 53,024 3,157 0.03% 0.03% 283 -2,937 -5.25% Q4 2025 Feb 13, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 52,662 3,135 3.09% — 284 +52,662 New Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Added to 51,457 3,063 0.02% 0.01% 285 +19,608 61.57% Q4 2025 Jan 29, 2026
XY Planning Network, Inc. History Reduced 50,770 3,022 0.53% 1.04% 286 -6,078 -10.69% Q4 2025 Jan 26, 2026
Sound Portfolio Advisors, LLC History New 49,689 2,958 2.48% — 287 +49,689 New Q4 2025 Feb 05, 2026
Strategent Financial, LLC History Added to 49,633 2,955 1.87% 1.9% 288 +3,916 8.57% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Added to 49,014 2,918 0.05% 0.06% 289 +101 0.21% Q4 2025 Feb 03, 2026
Generations Wealth, LLC History New 47,775 2,844 2.91% — 290 +47,775 New Q4 2025 Feb 13, 2026
BluePrint Investing LLC History New 47,258 2,813 2.24% — 292 +47,258 New Q4 2025 Feb 05, 2026
Redwood Park Advisors LLC History Added to 47,260 2,813 1.91% 1.61% 291 +5,340 12.74% Q4 2025 Feb 17, 2026
Applied Capital LLC History No change 46,620 2,775 1.07% 1.09% 293 0 0.0% Q4 2025 Jan 16, 2026
Werba Rubin Papier Wealth Management History Added to 46,561 2,772 0.75% 0.43% 294 +441 0.96% Q4 2025 Jan 27, 2026
Aegis Wealth Management LLC History Reduced 46,018 2,739 1.55% 1.45% 295 -333 -0.72% Q4 2025 Jan 14, 2026
AG Asset Advisory, LLC History Added to 45,933 2,734 2.34% 1.68% 296 +11,064 31.73% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 44,671 2,659 0.01% 0.01% 297 +12,969 40.91% Q4 2025 Feb 17, 2026
Beckerman Institutional, LLC History Added to 44,469 2,647 1.49% 1.48% 298 +1,176 2.72% Q4 2025 Feb 10, 2026
Entelevest, LLC History New 44,450 2,646 2.65% — 299 +44,450 New Q4 2025 Feb 11, 2026
Rooted Wealth Advisors, Inc. History New 39,335 2,581 0.73% — 300 +39,335 New Q4 2025 Feb 09, 2026
Aerodigm Wealth, LLC History Reduced 43,264 2,575 0.91% 1.14% 301 -2,978 -6.44% Q4 2025 Feb 06, 2026
Astra Wealth Partners LLC History Reduced 43,012 2,560 1.51% 1.67% 302 -29 -0.07% Q4 2025 Feb 02, 2026
OneAscent Family Office, LLC History Added to 42,836 2,550 1.73% 2.02% 303 +170 0.4% Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Reduced 42,604 2,536 0.74% 0.8% 304 -2,434 -5.4% Q4 2025 Jan 08, 2026
Sigma Planning Corp History Reduced 41,933 2,496 0.07% 0.07% 305 -2,077 -4.72% Q4 2025 Jan 30, 2026
TruNorth Capital Management, LLC History No change 41,892 2,494 0.47% 0.48% 306 0 0.0% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 41,877 2,493 0.0% 0.0% 307 -656 -1.54% Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History Added to 41,870 2,492 0.34% 0.32% 308 +2,832 7.25% Q4 2025 Jan 22, 2026
SOL Capital Management CO History Reduced 41,360 2,463 0.22% 0.24% 309 -4,560 -9.93% Q4 2025 Jan 30, 2026
Bridgewater Advisors Inc. History No change 37,875 2,433 0.16% 0.15% 310 0 0.0% Q4 2025 Jan 23, 2026
Avant Financial Advisors LLC History Reduced 40,857 2,432 1.75% 1.83% 311 -770 -1.85% Q4 2025 Jan 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 40,189 2,392 0.85% 0.88% 312 -1,805 -4.3% Q4 2025 Jan 09, 2026
Midwest Trust Co History Reduced 39,253 2,337 0.03% 0.03% 313 -14 -0.04% Q4 2025 Feb 04, 2026
NATIXIS ADVISORS, LLC History Added to 38,912 2,317 0.0% 0.0% 314 +7,808 25.1% Q4 2025 Feb 10, 2026
Investmark Advisory Group LLC History Reduced 37,559 2,236 0.95% 0.95% 315 -218 -0.58% Q4 2025 Jan 28, 2026
Rockwood Wealth Management, LLC History Added to 37,479 2,231 0.17% 0.17% 316 +515 1.39% Q4 2025 Jan 29, 2026
Strathmore Capital Advisors, Inc. History Reduced 37,325 2,222 0.73% 0.93% 317 -1,614 -4.14% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 37,208 2,215 0.05% 0.05% 318 +224 0.61% Q4 2025 Feb 02, 2026
Rehmann Capital Advisory Group History Reduced 36,160 2,152 0.11% 0.12% 319 -68 -0.19% Q4 2025 Mar 04, 2026
Grove Street Fiduciary, LLC History Reduced 35,979 2,142 0.9% 1.04% 320 -1,919 -5.06% Q4 2025 Feb 03, 2026
Tyche Wealth Partners LLC History Added to 35,332 2,103 0.33% 0.17% 321 +19,106 117.75% Q4 2025 Jan 23, 2026
marrick wealth, LLC History New 35,019 2,085 1.71% — 322 +35,019 New Q4 2025 Feb 13, 2026
Abel Hall, LLC History Reduced 34,959 2,081 0.49% 0.83% 323 -541 -1.52% Q4 2025 Feb 17, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Added to 34,545 2,056 0.35% 0.33% 324 +1,933 5.93% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History Reduced 34,384 2,047 0.74% 0.75% 325 -1,183 -3.33% Q4 2025 Jan 22, 2026
Rockefeller Capital Management L.P. History Added to 33,952 2,021 0.0% 0.0% 326 +16,007 89.2% Q4 2025 Mar 16, 2026
HBE Wealth Management, LLC History New 33,942 2,020 1.9% — 327 +33,942 New Q4 2025 Jan 20, 2026
Caprock Group, LLC History Added to 33,412 1,989 0.04% 0.04% 328 +3,722 12.54% Q4 2025 Jan 28, 2026
Cascade Financial Partners, LLC History No change 32,636 1,943 0.2% 0.22% 329 0 0.0% Q4 2025 Feb 06, 2026
QUARRY HILL ADVISORS, LLC History Reduced 32,502 1,935 0.9% 0.97% 330 -116 -0.36% Q4 2025 Jan 26, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 32,461 1,932 0.19% 0.19% 331 +107 0.33% Q4 2025 Feb 06, 2026
Heritage Investment Group, Inc. History Reduced 32,421 1,930 0.29% 0.31% 332 -495 -1.5% Q4 2025 Jan 30, 2026
Corus Family Wealth Advisors History Reduced 32,015 1,906 1.52% 1.37% 333 -47 -0.15% Q4 2025 Feb 04, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 31,218 1,858 0.51% 0.59% 334 -1,000 -3.1% Q4 2025 Feb 10, 2026
FMR LLC History Added to 30,721 1,829 0.0% 0.0% 335 +5,171 20.24% Q4 2025 Feb 17, 2026
New Dimensions Wealth Management, LLC History Reduced 30,530 1,817 1.55% 1.57% 336 -345 -1.12% Q4 2025 Feb 03, 2026
Integrated Wealth Concepts LLC History Reduced 30,437 1,812 0.02% 0.03% 337 -18,180 -37.39% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Added to 30,406 1,810 0.11% 0.07% 338 +2,588 9.3% Q4 2025 Jan 30, 2026
Clark Asset Management, LLC History Added to 30,054 1,789 0.19% 0.14% 339 +9,406 45.55% Q4 2025 Jan 27, 2026
LAM GROUP, INC. History Reduced 29,735 1,770 1.01% 1.11% 340 -1,067 -3.46% Q4 2025 Jan 23, 2026
Avior Wealth Management, LLC History Reduced 29,687 1,767 0.06% 0.06% 341 -44 -0.15% Q4 2025 Jan 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 29,366 1,748 0.0% 0.0% 342 -90 -0.31% Q4 2025 Feb 06, 2026
International Private Wealth Advisors LLC History Added to 29,106 1,732 1.09% 0.81% 343 +6,967 31.47% Q4 2025 Jan 14, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 28,983 1,725 0.52% 0.52% 344 +638 2.25% Q4 2025 Jan 30, 2026
True North Advisors, LLC History No change 28,257 1,682 0.22% 0.26% 345 0 0.0% Q4 2025 Jan 22, 2026
Aptus Capital Advisors, LLC History Added to 27,978 1,665 0.01% 0.0% 346 +16,376 141.15% Q4 2025 Feb 13, 2026
POINCIANA ADVISORS GROUP, LLC History Reduced 27,735 1,651 1.3% 1.36% 347 -32 -0.12% Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Reduced 27,464 1,635 0.08% 0.11% 348 -2,723 -9.02% Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History Reduced 27,228 1,621 0.2% 0.22% 349 -1,020 -3.61% Q4 2025 Jan 08, 2026
CarsonAllaria Wealth Management, Ltd. History Reduced 26,925 1,603 0.8% 0.82% 350 -307 -1.13% Q4 2025 Jan 22, 2026
Steward Partners Investment Advisory, LLC History Added to 26,409 1,572 0.01% 0.01% 351 +167 0.64% Q4 2025 Feb 12, 2026
VERUS WEALTH MANAGEMENT, LLC History Reduced 26,335 1,567 1.46% 1.46% 352 -608 -2.26% Q4 2025 Jan 16, 2026
Merit Financial Group, LLC History Reduced 26,091 1,553 0.01% 0.02% 353 -14,160 -35.18% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 25,946 1,544 0.03% 0.01% 354 +20,688 393.46% Q4 2025 Feb 11, 2026
Long Island Wealth Management, Inc. History Added to 25,924 1,543 0.73% 0.56% 356 +6,237 31.68% Q4 2025 Jan 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 25,922 1,543 0.22% 0.23% 355 -65 -0.25% Q4 2025 Feb 13, 2026
Addison Advisors LLC History Reduced 25,869 1,540 0.35% 0.36% 357 -805 -3.02% Q4 2025 Feb 06, 2026
25 LLC History Reduced 25,666 1,528 0.48% 0.51% 358 -191 -0.74% Q4 2025 Jan 15, 2026
Balboa Wealth Partners History Reduced 25,311 1,507 0.25% 0.29% 360 -3,616 -12.5% Q4 2025 Jan 16, 2026
Renasant Bank History No change 25,324 1,507 1.02% 0.94% 359 0 0.0% Q4 2025 Jan 30, 2026
Lodestone Wealth Management LLC History Added to 25,301 1,506 0.61% 0.45% 361 +7,903 45.42% Q4 2025 Jan 15, 2026
MONTAG A & ASSOCIATES INC History Added to 25,083 1,493 0.07% 0.02% 362 +16,980 209.55% Q4 2025 Feb 02, 2026
Olistico Wealth, LLC History Added to 24,495 1,458 0.71% 0.41% 364 +11,274 85.27% Q4 2025 Jan 13, 2026
IFG Advisors, LLC History No change 24,489 1,458 0.24% 0.23% 363 0 0.0% Q4 2025 Jan 13, 2026
Curi Capital, LLC History Reduced 24,479 1,457 0.03% 0.03% 365 -1,638 -6.27% Q4 2025 Feb 17, 2026
Aspirean Wealth, LLC History New 24,394 1,452 1.59% — 366 +24,394 New Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 24,387 1,451 0.05% 0.06% 367 +2,749 12.7% Q4 2025 Jan 21, 2026
55 North Private Wealth, LLC History New 24,331 1,448 0.38% — 368 +24,331 New Q4 2025 Jan 27, 2026
Wealth Enhancement Trust Services, Inc. History New 24,282 1,445 0.18% — 370 +24,282 New Q4 2025 Jan 27, 2026
BOS Asset Management, LLC History Added to 24,284 1,445 0.39% 0.38% 369 +1,146 4.95% Q4 2025 Jan 09, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 24,142 1,437 1.15% 1.16% 371 0 0.0% Q4 2025 Feb 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 24,022 1,430 0.9% 0.98% 372 -1,647 -6.42% Q4 2025 Feb 24, 2026
Meredith Wealth Planning History Added to 23,942 1,425 0.42% 0.44% 373 +252 1.06% Q4 2025 Jan 16, 2026
NerdWallet Wealth Partners, LLC History No change 23,466 1,397 0.63% 0.67% 374 0 0.0% Q4 2025 Jan 13, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 23,388 1,392 0.4% 0.42% 375 -411 -1.73% Q4 2025 Jan 08, 2026
Foundation Wealth Management, LLC\PA History Reduced 23,095 1,375 0.5% 0.58% 376 -2,584 -10.06% Q4 2025 Jan 15, 2026
WealthCollab, LLC History No change 22,975 1,367 0.56% 0.61% 377 0 0.0% Q4 2025 Jan 27, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 22,837 1,359 0.78% 0.77% 378 +369 1.64% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 22,763 1,355 0.02% 0.02% 379 +7,982 54.0% Q4 2025 Feb 06, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 22,387 1,346 0.09% 0.06% 380 +7,641 51.82% Q4 2025 Jan 15, 2026
Prime Capital Investment Advisors, LLC History Reduced 22,606 1,345 0.02% 0.02% 381 -20 -0.09% Q4 2025 Jan 21, 2026
Krilogy Financial LLC History Reduced 21,114 1,337 0.05% 0.05% 382 -1,243 -5.56% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 22,442 1,336 0.05% 0.05% 383 -427 -1.87% Q4 2025 Feb 17, 2026
Kondo Wealth Advisors, Inc. History Added to 22,068 1,313 0.5% 0.51% 384 +477 2.21% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History No change 21,668 1,290 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 05, 2026
Legacy Financial Advisors, Inc. History Added to 21,305 1,268 0.18% 0.11% 386 +8,067 60.94% Q4 2025 Feb 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 21,079 1,255 0.01% 0.01% 387 -2,555 -10.81% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History Reduced 20,555 1,223 0.32% 0.33% 388 -456 -2.17% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Reduced 20,324 1,210 0.0% 0.0% 389 -162 -0.79% Q4 2025 Feb 12, 2026
Compass Advisory Group LLC History Added to 20,276 1,207 0.33% 0.3% 390 +1,915 10.43% Q4 2025 Jan 21, 2026
Silver Oak Advisory Group, Inc. History Added to 20,223 1,204 0.54% 0.43% 391 +3,748 22.75% Q4 2025 Feb 03, 2026
L.K. Benson & Company, P.C. History Added to 20,236 1,204 0.6% 0.63% 392 +64 0.32% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 20,041 1,193 0.26% — 393 +20,041 New Q4 2025 Feb 12, 2026
Black Swift Group, LLC History No change 20,000 1,190 0.2% 0.21% 394 0 0.0% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 19,972 1,189 0.0% 0.0% 395 -176 -0.87% Q4 2025 Feb 11, 2026
Intergy Private Wealth, LLC History No change 19,868 1,182 0.36% 0.36% 396 0 0.0% Q4 2025 Jan 22, 2026
Integrity Wealth Solutions LLC History No change 19,137 1,139 0.45% 0.5% 397 0 0.0% Q4 2025 Feb 02, 2026
Partners in Financial Planning History Added to 19,107 1,137 0.19% 0.19% 398 +42 0.22% Q4 2025 Feb 02, 2026
McGrath & Associates, Inc. History Added to 18,971 1,129 1.6% 1.62% 399 +244 1.3% Q4 2025 Feb 10, 2026
Petersen Hastings Wealth Advisors Inc. History New 18,793 1,118 0.11% — 400 +18,793 New Q4 2025 Feb 11, 2026
Peirce Capital Management, LLC History No change 18,670 1,111 0.44% 0.45% 401 0 0.0% Q4 2025 Feb 06, 2026
Aurelius Family Office LLC History Reduced 18,226 1,109 0.48% 0.47% 402 -4 -0.02% Q4 2025 Jan 09, 2026
CENTRAL TRUST Co History Added to 18,586 1,106 0.02% 0.02% 403 +3,100 20.02% Q4 2025 Feb 02, 2026
Legacy Capital Wealth Partners, LLC History Added to 18,520 1,102 0.24% 0.21% 404 +1,922 11.58% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Added to 18,492 1,100 0.02% 0.02% 405 +2,207 13.55% Q4 2025 Jan 14, 2026
Vannoy Advisory Group, Inc. History Added to 18,371 1,093 0.69% 0.69% 406 +141 0.77% Q4 2025 Jan 15, 2026
BetterWealth, LLC History Reduced 18,348 1,092 0.25% 0.27% 407 -1,314 -6.68% Q4 2025 Jan 15, 2026
WILLNER & HELLER, LLC History Added to 17,736 1,055 0.76% 0.55% 408 +5,393 43.69% Q4 2025 Jan 12, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 17,503 1,042 0.47% 0.49% 409 0 0.0% Q4 2025 Jan 26, 2026
MB Generational Wealth, LLC History Added to 17,405 1,036 0.55% 0.64% 410 +20 0.12% Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History No change 17,382 1,034 0.02% 0.01% 411 0 0.0% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 17,338 1,032 0.08% 0.09% 412 +17 0.1% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Reduced 17,050 1,015 0.02% 0.02% 413 -35 -0.2% Q4 2025 Jan 22, 2026
Axis Wealth Partners, LLC History Added to 17,004 1,012 0.56% 0.57% 414 +323 1.94% Q4 2025 Jan 30, 2026
IFP Advisors, Inc History Added to 16,957 1,009 0.02% 0.02% 415 +832 5.16% Q4 2025 Feb 06, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 16,876 1,004 0.14% 0.13% 416 0 0.0% Q4 2025 Jan 20, 2026
Ponta Wealth Partners, LLC History New 16,813 1,001 0.93% — 417 +16,813 New Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 16,521 983 0.04% 0.04% 418 +14 0.08% Q4 2025 Feb 02, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 16,320 971 0.35% 0.37% 419 -314 -1.89% Q4 2025 Jan 27, 2026
Warwick Investment Management, Inc. History Added to 16,227 966 0.15% 0.16% 420 +65 0.4% Q4 2025 Jan 15, 2026
SEI INVESTMENTS CO History Added to 16,192 964 0.0% 0.0% 421 +714 4.61% Q4 2025 Feb 13, 2026
Capital Group Private Client Services, Inc. History No change 16,188 963 0.02% 0.02% 422 0 0.0% Q4 2025 Feb 11, 2026
Roundview Capital LLC History No change 16,169 962 0.06% 0.06% 423 0 0.0% Q4 2025 Feb 09, 2026
Concentrum Wealth Management History Reduced 16,096 958 0.27% 0.51% 424 -14,282 -47.01% Q4 2025 Feb 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 16,080 957 0.06% 0.06% 425 0 0.0% Q4 2025 Feb 17, 2026
Eaton Financial Holdings Company, LLC History Added to 15,961 950 0.26% 0.26% 426 +64 0.4% Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History Added to 15,929 948 0.39% 0.23% 427 +996 6.67% Q4 2025 Feb 11, 2026
Activest Wealth Management History Reduced 15,827 942 0.18% 1.88% 428 -143,484 -90.07% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,816 941 0.0% 0.0% 429 0 0.0% Q4 2025 Jan 30, 2026
rebel Financial LLC History New 15,756 938 0.4% — 430 +15,756 New Q4 2025 Mar 27, 2026
Dakota Wealth Management History No change 15,475 921 0.02% 0.02% 431 0 0.0% Q4 2025 Jan 13, 2026
Prudent Man Investment Management, Inc. History Reduced 15,130 900 0.3% 0.5% 432 -1,015 -6.29% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 15,023 894 0.01% 0.01% 433 -209 -1.37% Q4 2025 Jan 13, 2026
LongView Wealth Management History No change 14,100 879 0.21% 0.22% 434 0 0.0% Q4 2025 Jan 13, 2026
IHT Wealth Management, LLC History Added to 14,711 875 0.02% 0.01% 436 +9,978 210.82% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Reduced 13,821 875 0.02% 0.02% 435 -1,496 -9.77% Q4 2025 Jan 28, 2026
Falcon Wealth Planning History No change 14,516 864 0.07% 0.08% 437 0 0.0% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Added to 14,402 857 0.04% 0.04% 438 +858 6.33% Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History No change 14,349 854 0.05% 0.05% 439 0 0.0% Q4 2025 Feb 05, 2026
CVA Family Office, LLC History Added to 14,113 840 0.1% 0.06% 440 +6,131 76.81% Q4 2025 Jan 12, 2026
Stone Summit Wealth LLC History Reduced 14,114 840 0.23% 0.24% 441 -420 -2.89% Q4 2025 Jan 27, 2026
Keebeck Wealth Management History Reduced 14,040 835 0.1% 0.12% 442 -3,540 -20.14% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 13,965 831 0.02% 0.02% 443 +175 1.27% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Reduced 13,936 829 0.05% 0.05% 444 -46 -0.33% Q4 2025 Jan 14, 2026
Pinnacle Bancorp, Inc. History No change 13,902 827 0.24% 0.24% 445 0 0.0% Q4 2025 Jan 22, 2026
Nautilus Advisors LLC History Added to 13,662 813 0.53% 0.47% 446 +1,583 13.11% Q4 2025 Jan 22, 2026
180 WEALTH ADVISORS, LLC History Reduced 13,522 805 0.09% 0.1% 447 -75 -0.55% Q4 2025 Jan 09, 2026
Waverly Advisors, LLC History Added to 13,519 804 0.01% 0.01% 448 +630 4.89% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History New 13,499 803 0.03% — 449 +13,499 New Q4 2025 Feb 04, 2026
Shira Ridge Wealth Management History Reduced 13,471 802 0.32% 1.4% 450 -43,232 -76.24% Q4 2025 Jan 12, 2026
&PARTNERS History Reduced 13,468 801 0.0% 0.01% 451 -5,577 -29.28% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History No change 13,243 788 0.05% 0.05% 452 0 0.0% Q4 2025 Jan 27, 2026
Savvy Advisors, Inc. History New 13,217 786 0.03% — 453 +13,217 New Q4 2025 Jan 20, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 13,178 784 0.68% — 455 +13,178 New Q4 2025 Feb 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,174 784 0.09% 0.09% 454 -211 -1.58% Q4 2025 Jan 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 12,917 769 0.01% 0.01% 456 +4,956 62.25% Q4 2025 Feb 10, 2026
Donalies Financial Planning, LLC History New 12,877 766 0.65% — 458 +12,877 New Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 12,880 766 0.0% 0.0% 457 +2,844 28.34% Q4 2025 Feb 12, 2026
BCR Wealth Strategies, LLC History No change 12,802 762 0.25% 0.26% 459 0 0.0% Q4 2025 Jan 23, 2026
Stratos Investment Management, LLC History Reduced 12,788 761 0.03% 0.04% 460 -4,846 -27.48% Q4 2025 Jan 20, 2026
Safeguard Investment Advisory Group, LLC History Reduced 12,650 753 0.19% 0.19% 461 -599 -4.52% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History No change 12,569 748 0.03% 0.03% 462 0 0.0% Q4 2025 Jan 29, 2026
COMMERCE BANK History No change 12,508 744 0.0% 0.0% 463 0 0.0% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History No change 12,251 729 0.04% 0.04% 464 0 0.0% Q4 2025 Feb 11, 2026
Institute for Wealth Management, LLC. History Added to 12,195 726 0.08% 0.07% 465 +9 0.07% Q4 2025 Jan 27, 2026
Perigon Wealth Management, LLC History No change 12,104 720 0.01% 0.01% 466 0 0.0% Q4 2025 Jan 16, 2026
MGO ONE SEVEN LLC History No change 12,089 719 0.01% 0.02% 467 0 0.0% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History No change 12,041 716 0.01% 0.01% 468 0 0.0% Q4 2025 Feb 06, 2026
WASHINGTON TRUST Co History No change 11,993 714 0.02% 0.02% 469 0 0.0% Q4 2025 Feb 10, 2026
Financial Symmetry Inc History Added to 11,980 713 0.29% 0.31% 470 +128 1.08% Q4 2025 Jan 28, 2026
CPA Asset Management Group, LLC History No change 11,942 711 0.25% 0.27% 471 0 0.0% Q4 2025 Jan 13, 2026
Strategic Financial Services, Inc. History No change 10,658 710 0.03% 0.03% 472 0 0.0% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History Added to 11,903 708 0.16% 0.15% 473 +853 7.72% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 11,833 705 0.0% 0.0% 474 -1 -0.01% Q4 2025 Feb 11, 2026
Running Point Capital Advisors, LLC History No change 11,844 705 0.19% 0.18% 475 0 0.0% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 11,787 701 0.01% 0.01% 476 0 0.0% Q4 2025 Jan 13, 2026
NCM Capital Management, LLC History Added to 11,711 697 0.26% 0.26% 477 +37 0.32% Q4 2025 Mar 02, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 11,646 693 0.04% — 478 +11,646 New Q4 2025 Feb 09, 2026
Trailhead Planners LLC History New 11,476 683 0.67% — 479 +11,476 New Q4 2025 Feb 12, 2026
Francis Financial, Inc. History New 11,409 679 0.13% — 480 +11,409 New Q4 2025 Feb 11, 2026
BDFS Capital LLC History New 11,377 677 0.34% — 483 +11,377 New Q4 2025 Feb 26, 2026
Lido Advisors, LLC History No change 11,637 677 0.0% 0.0% 481 0 0.0% Q4 2025 Feb 10, 2026
Cascade Wealth Advisors, Inc History No change 10,735 677 0.31% 0.3% 482 0 0.0% Q4 2025 Feb 04, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 11,314 673 0.01% — 484 +11,314 New Q4 2025 Jan 22, 2026
RAM Investment Partners, LLC History Reduced 11,226 668 0.12% 0.13% 486 -600 -5.07% Q4 2025 Feb 12, 2026
Forza Wealth Management, LLC History Reduced 11,235 668 0.24% 0.25% 485 -200 -1.75% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Added to 11,071 659 0.0% 0.0% 488 +15 0.14% Q4 2025 Feb 13, 2026
GenTrust, LLC History No change 11,082 659 0.03% 0.03% 487 0 0.0% Q4 2025 Feb 02, 2026
American Capital Advisory, LLC History Reduced 11,068 658 0.29% 0.37% 489 -2,583 -18.92% Q4 2025 Jan 30, 2026
Approach Retirement Advisors, LLC History New 10,781 641 0.55% — 490 +10,781 New Q4 2025 Jan 29, 2026
Dynamic Advisor Solutions LLC History Reduced 10,750 640 0.02% 0.03% 491 -4,677 -30.32% Q4 2025 Jan 09, 2026
Kaufman Rossin Wealth, LLC History No change 10,760 640 0.33% 0.34% 492 0 0.0% Q4 2025 Jan 14, 2026
FIFTH THIRD BANCORP History Added to 10,674 635 0.0% 0.0% 493 +1,082 11.28% Q4 2025 Feb 02, 2026
WoodTrust Financial Corp History No change 10,648 634 0.07% 0.07% 494 0 0.0% Q4 2025 Jan 30, 2026
MASECO LLP History Added to 10,622 632 0.03% 0.03% 495 +451 4.43% Q4 2025 Jan 22, 2026
HBK Sorce Advisory LLC History New 9,441 629 0.01% — 496 +9,441 New Q4 2025 Feb 09, 2026
Focus Financial Network, Inc. History Reduced 10,397 619 0.02% 0.03% 497 -2,378 -18.61% Q4 2025 Jan 12, 2026
Wealth Management Strategies, Inc. History Added to 10,381 618 0.28% 0.3% 498 +38 0.37% Q4 2025 Feb 17, 2026
PFG Advisors History Added to 10,370 617 0.03% 0.01% 499 +5,007 93.36% Q4 2025 Jan 27, 2026
Liberty Capital Management, Inc. History No change 10,305 613 0.11% 0.11% 500 0 0.0% Q4 2025 Jan 26, 2026
McGlone Suttner Wealth Management, Inc. History No change 10,183 606 0.08% 0.08% 501 0 0.0% Q4 2025 Jan 15, 2026
Keel Point, LLC History Reduced 10,169 605 0.04% 0.05% 502 -2,478 -19.59% Q4 2025 Feb 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 10,048 598 0.13% 0.15% 503 +40 0.4% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History No change 9,985 594 0.02% 0.02% 504 0 0.0% Q4 2025 Jan 23, 2026
Nicholas Hoffman & Company, LLC. History Reduced 9,888 588 0.01% 0.02% 505 -908 -8.41% Q4 2025 Feb 02, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 9,799 582 0.27% — 507 +9,799 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 9,779 582 0.0% 0.0% 506 -362 -3.57% Q4 2025 Feb 17, 2026
Berkeley, Inc History Added to 9,759 581 0.18% 0.18% 508 +1 0.01% Q4 2025 Jan 26, 2026
MARSHALL WACE, LLP History New 9,653 574 0.0% — 509 +9,653 New Q4 2025 Feb 13, 2026
Arista Wealth Management, LLC History No change 9,636 573 0.07% 0.07% 510 0 0.0% Q4 2025 Feb 09, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 9,565 569 0.07% 0.06% 511 +260 2.79% Q4 2025 Jan 29, 2026
WEDBUSH SECURITIES INC History Added to 9,516 567 0.02% 0.01% 512 +3,000 46.04% Q4 2025 Feb 12, 2026
CWA Asset Management Group, LLC History No change 9,470 563 0.02% 0.02% 513 0 0.0% Q4 2025 Jan 07, 2026
CreativeOne Wealth, LLC History Added to 9,453 562 0.01% 0.01% 514 +696 7.95% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History No change 9,426 561 0.01% 0.01% 515 0 0.0% Q4 2025 Jan 16, 2026
Mesirow Financial Investment Management, Inc. History Added to 9,401 559 0.01% 0.01% 516 +34 0.36% Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Added to 9,340 556 0.01% 0.02% 517 +2 0.02% Q4 2025 Feb 05, 2026
Triad Wealth Partners, LLC History Reduced 9,220 548 0.05% 0.07% 518 -283 -2.98% Q4 2025 Jan 22, 2026
Secure Asset Management, LLC History No change 9,100 541 0.08% 0.09% 519 0 0.0% Q4 2025 Jan 20, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 9,033 537 0.1% 0.09% 520 0 0.0% Q4 2025 Feb 12, 2026
Five Oceans Advisors History Reduced 8,956 533 0.19% 0.24% 521 -2,093 -18.94% Q4 2025 Jan 16, 2026
Westmount Partners, LLC History No change 8,876 528 0.13% 0.13% 522 0 0.0% Q4 2025 Jan 15, 2026
Rollins Financial Advisors, LLC History Reduced 8,791 523 0.08% 0.08% 524 -336 -3.68% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History No change 8,789 523 0.01% 0.01% 523 0 0.0% Q4 2025 Jan 28, 2026
Exeter Financial, LLC History Added to 8,694 517 0.22% 0.22% 525 +34 0.39% Q4 2025 Jan 07, 2026
High Probability Advisors, LLC History No change 8,672 516 0.07% 0.07% 526 0 0.0% Q4 2025 Jan 29, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 8,593 511 0.03% 0.03% 527 +20 0.23% Q4 2025 Feb 12, 2026
M&T BANK CORP History Added to 8,537 508 0.0% 0.0% 528 +813 10.53% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History No change 8,431 501 0.0% 0.0% 529 0 0.0% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History No change 8,420 501 0.03% 0.03% 530 0 0.0% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 8,317 495 0.01% — 531 +8,317 New Q4 2025 Feb 17, 2026
NWK Group, Inc. History Added to 8,329 495 0.17% 0.14% 532 +1,097 15.17% Q4 2025 Feb 09, 2026
Monument Group Wealth Advisors, LLC History Reduced 8,311 494 0.27% 0.29% 533 -156 -1.84% Q4 2025 Jan 15, 2026
Merited Wealth, LLC History New 8,123 483 0.45% — 535 +8,123 New Q4 2025 Mar 26, 2026
Sand Hill Global Advisors, LLC History Reduced 8,128 483 0.02% 0.02% 534 -524 -6.06% Q4 2025 Feb 12, 2026
Modern Wealth Management, LLC History No change 7,967 474 0.01% 0.01% 536 0 0.0% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 7,951 473 0.0% 0.0% 537 +4,126 107.87% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 7,763 473 0.02% 0.02% 538 +8 0.1% Q4 2025 Jan 08, 2026
HARBOUR INVESTMENTS, INC. History Added to 7,936 472 0.01% 0.01% 539 +4,081 105.86% Q4 2025 Feb 09, 2026
Clayton Financial Group LLC History No change 7,939 472 0.24% 0.34% 540 0 0.0% Q4 2025 Jan 21, 2026
Nalls Sherbakoff Group, LLC History Reduced 7,833 466 0.34% 0.34% 541 -814 -9.41% Q4 2025 Mar 12, 2026
Composition Wealth, LLC History No change 7,714 459 0.01% 0.01% 542 0 0.0% Q4 2025 Feb 02, 2026
STOLZ & ASSOCIATES, PS History New 7,634 454 0.35% — 543 +7,634 New Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 7,592 452 0.04% 0.04% 544 +44 0.58% Q4 2025 Jan 26, 2026
Intrua Financial, LLC History Reduced 7,558 450 0.05% 0.05% 545 -900 -10.64% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Reduced 7,509 447 0.03% 0.05% 546 -3,999 -34.75% Q4 2025 Feb 13, 2026
M.E. ALLISON & CO., INC. History Added to 7,443 443 0.3% 0.3% 547 +4 0.05% Q4 2025 Jan 12, 2026
Colonial Trust Co / SC History No change 7,426 442 0.06% 0.06% 548 0 0.0% Q4 2025 Feb 12, 2026
OKABENA INVESTMENT SERVICES INC History Added to 7,423 441 0.08% 0.07% 549 +942 14.53% Q4 2025 Feb 13, 2026
Total Wealth Planning, LLC History Reduced 7,381 439 0.94% 0.41% 550 -54,206 -88.02% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History Added to 7,019 438 0.06% 0.05% 551 +202 2.96% Q4 2025 Jan 14, 2026
STALEY CAPITAL ADVISERS INC History Added to 7,334 436 0.02% 0.02% 552 +29 0.4% Q4 2025 Feb 05, 2026
Old Peak Finance LLC History New 7,255 431 0.27% — 555 +7,255 New Q4 2025 Feb 10, 2026
Greenline Partners, LLC History Added to 7,246 431 0.05% 0.05% 553 +19 0.26% Q4 2025 Feb 17, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 7,242 431 0.34% 0.33% 554 0 0.0% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History No change 7,211 429 0.02% 0.02% 556 0 0.0% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History No change 7,211 429 0.06% 0.07% 557 0 0.0% Q4 2025 Jan 27, 2026
Wick Capital Partners, LLC History No change 7,174 427 0.08% 0.1% 558 0 0.0% Q4 2025 Mar 02, 2026
London & Capital Asset Management Ltd History New 7,145 425 0.0% — 559 +7,145 New Q4 2025 Feb 17, 2026
DBK Financial Counsel, LLC History No change 7,150 425 0.33% 0.35% 560 0 0.0% Q4 2025 Jan 26, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 7,073 421 0.1% 0.11% 561 -388 -5.2% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 7,014 417 0.0% 0.0% 562 -67 -0.95% Q4 2025 Jan 29, 2026
Parkside Investments, LLC History No change 6,881 409 0.05% 0.05% 563 0 0.0% Q4 2025 Feb 09, 2026
Oakworth Capital, Inc. History No change 6,799 404 0.02% 0.02% 564 0 0.0% Q4 2025 Jan 30, 2026
St. Louis Trust Co History No change 6,762 402 0.05% 0.05% 565 0 0.0% Q4 2025 Feb 09, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 6,748 401 0.08% 0.08% 566 0 0.0% Q4 2025 Feb 12, 2026
Murphy Pohlad Asset Management LLC History No change 6,693 398 0.15% 0.15% 567 0 0.0% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Reduced 6,678 397 0.01% 0.01% 568 -715 -9.67% Q4 2025 Feb 17, 2026
Well Done, LLC History No change 6,623 394 0.06% 0.07% 569 0 0.0% Q4 2025 Jan 13, 2026
Geometric Wealth Advisors History Reduced 6,522 388 0.05% 0.06% 570 -836 -11.36% Q4 2025 Feb 06, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 6,479 385 0.07% 0.06% 571 0 0.0% Q4 2025 Feb 10, 2026
Busey Bank History Added to 6,446 383 0.01% 0.01% 572 +2,034 46.1% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History New 6,377 379 0.01% — 573 +6,377 New Q4 2025 Feb 09, 2026
Fortis Advisors, LLC History Added to 6,360 378 0.21% 0.21% 574 +25 0.39% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Added to 6,335 377 0.09% 0.09% 575 +13 0.21% Q4 2025 Jan 12, 2026
Integras Partners LLC History No change 6,342 377 0.3% 0.3% 576 0 0.0% Q4 2025 Jan 29, 2026
Empowered Funds, LLC History New 6,315 375 0.01% — 577 +6,315 New Q4 2025 Feb 18, 2026
First Financial Group Corp History No change 6,300 375 0.32% 0.32% 578 0 0.0% Q4 2025 Jan 28, 2026
FIRST MANHATTAN CO. LLC. History No change 6,281 373 0.0% 0.0% 579 0 0.0% Q4 2025 Feb 17, 2026
STAGE HARBOR FINANCIAL, LLC History No change 6,263 372 0.25% 0.27% 580 0 0.0% Q4 2025 Feb 17, 2026
Keener Financial Planning LLC History Added to 6,225 370 0.16% 0.14% 581 +946 17.92% Q4 2025 Jan 23, 2026
BCO Wealth Management LLC History Reduced 6,184 368 0.23% 0.24% 582 -29 -0.47% Q4 2025 Jan 14, 2026
WMG Financial Advisors, LLC History Reduced 6,173 367 0.15% 0.13% 583 -345 -5.29% Q4 2025 Jan 28, 2026
HTG Investment Advisors, Inc. History Reduced 6,118 364 0.11% 0.12% 584 -35 -0.57% Q4 2025 Feb 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 6,065 361 0.01% 0.01% 585 -14 -0.23% Q4 2025 Feb 13, 2026
Verus Financial Partners, Inc. History Reduced 5,678 359 0.03% 0.03% 586 -3 -0.05% Q4 2025 Feb 02, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 6,001 357 0.05% 0.05% 587 +412 7.37% Q4 2025 Feb 03, 2026
Sequent Asset Management, LLC History No change 5,932 353 0.16% 0.16% 588 0 0.0% Q4 2025 Feb 10, 2026
Syverson Strege & Co History Added to 5,910 351 0.08% 0.08% 589 +21 0.36% Q4 2025 Feb 09, 2026
Wealth Advisors Northwest LLC History Added to 5,901 351 0.16% 0.17% 590 +9 0.15% Q4 2025 Jan 16, 2026
Chico Wealth RIA History Added to 5,859 348 0.23% 0.2% 592 +928 18.82% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Added to 5,858 348 0.0% 0.0% 591 +114 1.98% Q4 2025 Jan 26, 2026
Hartmann Taylor Wealth Management, LLC History Reduced 5,819 346 0.23% 0.26% 594 -297 -4.86% Q4 2025 Jan 15, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,814 346 0.23% 0.23% 593 0 0.0% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Reduced 5,797 345 0.0% 0.0% 595 -609 -9.51% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 5,780 344 0.02% 0.02% 596 -881 -13.23% Q4 2025 Feb 17, 2026
Vertex Planning Partners, LLC History Added to 5,729 341 0.08% 0.06% 597 +778 15.71% Q4 2025 Feb 17, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,720 340 0.03% 0.02% 598 0 0.0% Q4 2025 Jan 23, 2026
Whalen Wealth Management Inc. History Added to 5,698 339 0.18% 0.19% 600 +22 0.39% Q4 2025 Jan 20, 2026
Vision Capital Management, Inc. History No change 5,699 339 0.04% 0.04% 599 0 0.0% Q4 2025 Jan 27, 2026
Oath Planning, LLC History New 5,685 338 0.33% — 601 +5,685 New Q4 2025 Feb 12, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 5,658 336 0.08% 0.08% 602 -400 -6.6% Q4 2025 Jan 06, 2026
Tranquility Partners, LLC History Reduced 5,621 334 0.12% 0.11% 603 -101 -1.77% Q4 2025 Feb 03, 2026
HANOVER ADVISORS INC History Reduced 5,595 333 0.13% 0.13% 604 -9 -0.16% Q4 2025 Feb 17, 2026
Cloud Capital Management, LLC History Added to 5,555 330 0.16% 0.16% 605 +215 4.03% Q4 2025 Feb 12, 2026
Yoder Wealth Management, Inc. History No change 5,541 329 0.15% 0.15% 606 0 0.0% Q4 2025 Jan 22, 2026
Venture Visionary Partners LLC History New 5,497 327 0.01% — 608 +5,497 New Q4 2025 Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,506 327 0.02% 0.02% 607 0 0.0% Q4 2025 Feb 10, 2026
Cypress Point Wealth Management, LLC History Reduced 5,477 326 0.07% 0.1% 610 -2,839 -34.14% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History No change 5,484 326 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 05, 2026
AMARILLO NATIONAL BANK History No change 5,455 324 0.06% 0.06% 611 0 0.0% Q4 2025 Jan 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,454 324 0.02% 0.02% 612 0 0.0% Q4 2025 Feb 02, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 5,324 316 0.0% 0.0% 613 +2,500 88.53% Q4 2025 Feb 17, 2026
Goldstein Advisors, LLC History No change 5,310 316 0.04% 0.04% 614 0 0.0% Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History Added to 5,304 315 0.04% 0.04% 616 +232 4.57% Q4 2025 Jan 22, 2026
Wilmington Savings Fund Society, FSB History No change 5,300 315 0.01% 0.01% 615 0 0.0% Q4 2025 Feb 12, 2026
CAMBIENT FAMILY OFFICE, LLC History New 5,288 314 0.04% — 617 +5,288 New Q4 2025 Feb 20, 2026
Towneley Capital Management, Inc / DE History Added to 5,241 312 0.07% 0.07% 618 +21 0.4% Q4 2025 Jan 30, 2026
Diversify Advisory Services, LLC History Reduced 4,924 311 0.01% 0.02% 620 -4,196 -46.01% Q4 2025 Jan 23, 2026
STEPHENS INC /AR/ History No change 5,227 311 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 05, 2026
Mustard Seed Financial, LLC History No change 5,204 309 0.19% 0.19% 621 0 0.0% Q4 2025 Jan 23, 2026
FinDec Wealth Services, Inc. History Reduced 5,177 308 0.33% 0.32% 623 -88 -1.67% Q4 2025 Feb 09, 2026
PEAVINE CAPITAL, LLC History No change 5,188 308 0.07% 0.06% 622 0 0.0% Q4 2025 Jan 21, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 5,082 302 0.19% 0.19% 624 0 0.0% Q4 2025 Jan 21, 2026
BLAIR WILLIAM & CO/IL History Added to 5,042 300 0.0% 0.0% 625 +52 1.04% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 5,005 298 0.01% 0.01% 626 +20 0.4% Q4 2025 Feb 11, 2026
Linscomb Wealth, Inc. History No change 5,020 298 0.01% 0.01% 627 0 0.0% Q4 2025 Feb 10, 2026
McCartney Wealth Management LLC History New 4,978 296 0.26% — 628 +4,978 New Q4 2025 Feb 17, 2026
CGN Advisors LLC History Reduced 4,965 295 0.02% 0.02% 629 -104 -2.05% Q4 2025 Jan 05, 2026
VestGen Advisors, LLC History No change 4,942 294 0.01% 0.01% 630 0 0.0% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 4,931 293 0.0% 0.0% 631 -636 -11.42% Q4 2025 Jan 30, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 4,885 291 0.04% 0.05% 632 -2,510 -33.94% Q4 2025 Jan 28, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 4,875 290 0.2% 0.21% 633 +19 0.39% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,844 288 0.0% 0.0% 634 -9,153 -65.39% Q4 2025 Feb 13, 2026
ST GERMAIN D J CO INC History Added to 4,846 288 0.01% 0.01% 635 +363 8.1% Q4 2025 Jan 29, 2026
Disciplined Investors, L.L.C. History Added to 4,836 287 0.19% 0.2% 636 +10 0.21% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 4,817 286 0.0% 0.0% 638 -59,021 -92.45% Q4 2025 Feb 17, 2026
J. Derek Lewis & Associates Inc. History New 4,811 286 0.07% — 639 +4,811 New Q4 2025 Mar 23, 2026
Winter & Associates, Inc. History New 4,805 286 0.26% — 640 +4,805 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,811 286 0.0% 0.0% 637 0 0.0% Q4 2025 Feb 12, 2026
Smith Partners Wealth Management, LLC History New 4,802 285 0.26% — 641 +4,802 New Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 4,753 282 0.01% 0.02% 642 -807 -14.51% Q4 2025 Jan 26, 2026
Gryphon Financial Partners LLC History No change 4,686 279 0.03% 0.03% 643 0 0.0% Q4 2025 Jan 08, 2026
Clarity Capital Advisors, LLC History No change 4,697 279 0.14% 0.15% 644 0 0.0% Q4 2025 Feb 11, 2026
Third View Private Wealth, LLC History New 4,638 276 0.04% — 646 +4,638 New Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 4,648 276 0.0% 0.0% 645 +10 0.22% Q4 2025 Jan 29, 2026
Significant Wealth Partners LLC History No change 4,611 274 0.31% 0.13% 647 0 0.0% Q4 2025 Jan 07, 2026
Ellenbecker Investment Group History Added to 4,571 272 0.04% 0.04% 648 +7 0.15% Q4 2025 Jan 30, 2026
Fiduciary Alliance LLC History No change 4,581 272 0.02% 0.02% 649 0 0.0% Q4 2025 Jan 22, 2026
Key FInancial Inc History No change 4,521 269 0.05% 0.05% 650 0 0.0% Q4 2025 Feb 09, 2026
Stonebridge Financial Group, LLC / MO History New 4,418 263 0.23% — 652 +4,418 New Q4 2025 Feb 04, 2026
Destination Wealth Management History No change 4,428 263 0.01% 0.01% 651 0 0.0% Q4 2025 Feb 13, 2026
North Capital, Inc. History Added to 4,414 262 0.23% 0.2% 653 +17 0.39% Q4 2025 Feb 18, 2026
Woodside Wealth Management LLC History No change 4,320 257 0.19% 0.2% 654 0 0.0% Q4 2025 Jan 30, 2026
Accredited Investors Inc. History Reduced 4,301 256 0.01% 0.01% 655 -160 -3.59% Q4 2025 Feb 05, 2026
GeoWealth Management, LLC History No change 4,297 255 0.01% 0.01% 656 0 0.0% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History No change 4,296 255 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 18, 2026
NorthRock Partners, LLC History New 4,255 253 0.0% — 658 +4,255 New Q4 2025 Feb 17, 2026
Washington Trust Advisors, Inc. History Added to 4,250 253 0.02% 0.02% 659 +14 0.33% Q4 2025 Feb 03, 2026
Discipline Wealth Solutions, LLC History Reduced 4,220 251 0.05% 0.19% 661 -8,094 -65.73% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History New 4,230 251 0.01% — 660 +4,230 New Q4 2025 Feb 09, 2026
Flagstone Financial Management History No change 4,113 244 0.06% 0.06% 662 0 0.0% Q4 2025 Feb 09, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 4,081 243 0.05% 0.05% 664 +1 0.02% Q4 2025 Feb 04, 2026
SilverOak Wealth Management LLC History No change 4,094 243 0.04% 0.04% 663 0 0.0% Q4 2025 Jan 28, 2026
GoalVest Advisory LLC History New 4,050 241 0.05% — 665 +4,050 New Q4 2025 Jan 05, 2026
GENTRY PRIVATE WEALTH, LLC History No change 4,050 241 0.15% 0.16% 666 0 0.0% Q4 2025 Jan 28, 2026
Mokosak Advisory Group, LLC History Added to 4,039 240 0.06% 0.06% 667 +16 0.4% Q4 2025 Feb 03, 2026
Pacifica Partners Inc. History No change 4,000 240 0.11% 0.08% 668 0 0.0% Q4 2025 Jan 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 4,027 239 0.0% 0.0% 670 +58 1.46% Q4 2025 Jan 07, 2026
Core Wealth Management, Inc. History No change 4,025 239 0.07% 0.08% 669 0 0.0% Q4 2025 Jan 28, 2026
HEFFERNAN ADVISORY, INC History New 4,006 238 0.23% — 671 +4,006 New Q4 2025 Feb 03, 2026
D'Orazio & Associates, Inc. History No change 3,983 237 0.03% 0.03% 672 0 0.0% Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History New 3,970 236 0.02% — 674 +3,970 New Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 3,973 236 0.0% 0.0% 673 -328 -7.63% Q4 2025 Feb 12, 2026
Pettinga Financial Advisors LLC History No change 3,956 235 0.04% 0.04% 675 0 0.0% Q4 2025 Feb 12, 2026
Nova R Wealth, Inc. History Added to 3,936 234 0.09% 0.1% 676 +16 0.41% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Added to 3,914 233 0.0% 0.0% 677 +3 0.08% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History New 3,907 232 0.01% — 678 +3,907 New Q4 2025 Feb 17, 2026
GDS Wealth Management History Reduced 3,881 231 0.01% 0.02% 679 -190 -4.67% Q4 2025 Feb 02, 2026
FF Advisors,LLC History No change 3,868 230 0.1% 0.11% 680 0 0.0% Q4 2025 Feb 13, 2026
Ironwood Financial, llc History No change 3,653 227 0.04% 0.04% 681 0 0.0% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History Added to 3,801 226 0.0% 0.0% 682 +16 0.42% Q4 2025 Feb 11, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 3,800 226 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 03, 2026
Prism Planning Partners LLC History New 3,732 222 0.25% — 684 +3,732 New Q4 2025 Feb 11, 2026
Fermata Advisors, LLC History Added to 3,715 221 0.05% 0.05% 685 +15 0.41% Q4 2025 Jan 08, 2026
Granite Bay Wealth Management, LLC History No change 3,717 221 0.05% 0.06% 686 0 0.0% Q4 2025 Feb 05, 2026
Oder Investment Management, LLC History New 3,706 220 0.16% — 688 +3,706 New Q4 2025 Feb 12, 2026
FFT WEALTH MANAGEMENT LLC History No change 3,709 220 0.04% 0.04% 687 0 0.0% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Reduced 3,670 218 0.0% 0.01% 689 -12,849 -77.78% Q4 2025 Jan 15, 2026
Ascent Group, LLC History Added to 3,649 217 0.01% 0.01% 690 +27 0.75% Q4 2025 Jan 20, 2026
WASHINGTON TRUST BANK History New 3,640 216 0.02% — 691 +3,640 New Q4 2025 Feb 04, 2026
Americana Partners, LLC History New 3,640 216 0.01% — 693 +3,640 New Q4 2025 Feb 06, 2026
Cypress Wealth Services, LLC History Added to 3,640 216 0.03% 0.03% 692 +5 0.14% Q4 2025 Jan 14, 2026
Frazier Financial Advisors, LLC History No change 3,605 214 0.13% 0.13% 694 0 0.0% Q4 2025 Feb 09, 2026
Caldwell Trust Co History No change 3,606 214 0.02% 0.02% 695 0 0.0% Q4 2025 Jan 30, 2026
SLT Holdings LLC History No change 3,565 212 0.14% 0.13% 696 0 0.0% Q4 2025 Feb 09, 2026
Integrity Investment Advisors, LLC History No change 3,524 209 0.12% 0.14% 697 0 0.0% Q4 2025 Feb 13, 2026
Harbor Group, Inc. History Added to 3,484 207 0.03% 0.03% 699 +14 0.4% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History No change 3,479 207 0.01% 0.01% 698 0 0.0% Q4 2025 Feb 05, 2026
Cadence Bank History Reduced 3,476 206 0.01% 0.01% 700 -86 -2.41% Q4 2025 Jan 30, 2026
Signature Equity Partners, LLC History New 3,426 203 0.11% — 701 +3,426 New Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 3,397 202 0.0% 0.0% 702 -593 -14.86% Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History No change 3,336 198 0.03% 0.03% 703 0 0.0% Q4 2025 Jan 21, 2026
Red Tortoise LLC History No change 3,175 189 0.08% 0.08% 704 0 0.0% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,123 185 0.01% 0.01% 705 0 0.0% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 2,936 174 0.01% 0.01% 706 +7 0.24% Q4 2025 Jan 20, 2026
PROSPERITY BANCSHARES INC History New 2,733 162 0.15% — 707 +2,733 New Q4 2025 Feb 17, 2026
Hurley Capital, LLC History Reduced 2,547 151 0.08% 0.11% 708 -947 -27.1% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History No change 2,499 148 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 09, 2026
Princeton Global Asset Management LLC History No change 2,500 148 0.02% 0.02% 710 0 0.0% Q4 2025 Jan 20, 2026
MOTCO History No change 2,352 140 0.01% 0.01% 711 0 0.0% Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Reduced 2,307 137 0.01% 0.01% 712 -182 -7.31% Q4 2025 Jan 21, 2026
Abound Wealth Management History Added to 2,298 136 0.03% 0.02% 713 +678 41.85% Q4 2025 Jan 12, 2026
Investors Research Corp History No change 2,238 133 0.02% 0.02% 714 0 0.0% Q4 2025 Jan 06, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 2,199 130 0.06% 0.06% 715 -85 -3.72% Q4 2025 Feb 13, 2026
Glassman Wealth Services History No change 2,054 122 0.02% 0.02% 716 0 0.0% Q4 2025 Jan 28, 2026
S.A. Mason LLC History Reduced 2,029 120 0.05% 0.07% 717 -800 -28.28% Q4 2025 Jan 29, 2026
Operose Advisors LLC History New 1,989 118 0.03% — 719 +1,989 New Q4 2025 Feb 10, 2026
UMB Bank, n.a. History No change 1,983 118 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,934 115 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 09, 2026
Tradewinds Capital Management, LLC History Added to 1,645 97 0.02% 0.01% 721 +1,133 221.29% Q4 2025 Jan 14, 2026
Coston, McIsaac & Partners History No change 1,447 86 0.02% 0.02% 722 0 0.0% Q4 2025 Feb 03, 2026
Modus Advisors, LLC History New 1,370 81 0.02% — 724 +1,370 New Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History No change 1,329 81 0.0% 0.0% 723 0 0.0% Q4 2025 Jan 26, 2026
SITTNER & NELSON, LLC History No change 1,213 80 0.03% 0.03% 725 0 0.0% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 1,337 79 0.01% — 727 +1,337 New Q4 2025 Feb 09, 2026
Providence Capital Advisors, LLC History No change 1,329 79 0.01% 0.01% 726 0 0.0% Q4 2025 Feb 12, 2026
ALBION FINANCIAL GROUP /UT History No change 1,301 77 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 21, 2026
Center for Financial Planning, Inc. History No change 1,300 77 0.01% 0.01% 729 0 0.0% Q4 2025 Feb 05, 2026
Retirement Wealth Solutions LLC History No change 1,237 73 0.05% 0.05% 730 0 0.0% Q4 2025 Jan 07, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,233 73 0.05% 0.05% 731 0 0.0% Q4 2025 Feb 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,123 66 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 17, 2026
Trifecta Capital Advisors, LLC History No change 1,116 66 0.01% 0.01% 733 0 0.0% Q4 2025 Jan 30, 2026
HOWE & RUSLING INC History No change 1,101 65 0.0% 0.0% 734 0 0.0% Q4 2025 Feb 17, 2026
CDKV HOLDINGS LLC History New 1,062 63 0.05% — 735 +1,062 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 1,014 60 0.03% — 736 +1,014 New Q4 2025 Jan 23, 2026
Global Trust Asset Management, LLC History Reduced 1,000 59 0.02% 0.06% 737 -1,215 -54.85% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 976 58 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 09, 2026
Arax Advisory Partners History No change 977 58 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 976 58 0.0% 0.0% 740 0 0.0% Q4 2025 Feb 12, 2026
CGC Financial Services, LLC History No change 942 56 0.01% 0.01% 741 0 0.0% Q4 2025 Feb 03, 2026
Nemes Rush Group LLC History Added to 875 52 0.0% 0.0% 742 +79 9.92% Q4 2025 Feb 11, 2026
IAG Wealth Partners, LLC History No change 852 50 0.01% 0.01% 743 0 0.0% Q4 2025 Feb 10, 2026
Timmons Wealth Management, LLC History New 834 49 0.05% — 745 +834 New Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 832 49 0.01% 0.01% 744 0 0.0% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 749 44 0.0% 0.0% 746 0 0.0% Q4 2025 Jan 22, 2026
Intelligent Financial Strategies History No change 729 43 0.02% 0.02% 747 0 0.0% Q4 2025 Jan 26, 2026
McIlrath & Eck, LLC History Reduced 719 42 0.0% 0.01% 749 -505 -41.26% Q4 2025 Feb 03, 2026
STEPH & CO History No change 711 42 0.01% 0.01% 748 0 0.0% Q4 2025 Jan 23, 2026
WealthShield Partners, LLC History No change 712 42 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 03, 2026
Financial Connections Group, Inc. History No change 680 40 0.01% 0.02% 751 0 0.0% Q4 2025 Jan 23, 2026
Mascoma Wealth Management LLC History No change 575 34 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Reduced 557 33 0.0% 0.0% 753 -98 -14.96% Q4 2025 Feb 12, 2026
Rossby Financial, LCC History Added to 545 32 0.01% 0.01% 755 +7 1.3% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History No change 541 32 0.0% 0.0% 754 0 0.0% Q4 2025 Feb 11, 2026
Signature Resources Capital Management, LLC History No change 508 30 0.02% 0.02% 756 0 0.0% Q4 2025 Jan 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 497 29 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 20, 2026
CoreFirst Bank & Trust History No change 443 26 0.01% 0.01% 758 0 0.0% Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History No change 396 23 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 22, 2026
Transce3nd, LLC History No change 367 23 0.19% — 760 0 0.0% Q4 2025 Feb 06, 2026
United Community Bank History No change 377 22 0.01% 0.01% 761 0 0.0% Q4 2025 Jan 30, 2026
Integrity Financial Corp /WA History Reduced 369 21 0.01% 0.02% 762 -417 -53.05% Q4 2025 Feb 13, 2026
Creative Capital Management Investments LLC History No change 356 21 0.01% 0.01% 763 0 0.0% Q4 2025 Jan 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 319 18 0.01% 0.01% 764 0 0.0% Q4 2025 Feb 06, 2026
Smallwood Wealth Investment Management, LLC History No change 309 18 0.01% 0.01% 765 0 0.0% Q4 2025 Jan 23, 2026
PITTENGER & ANDERSON INC History New 253 15 0.0% — 766 +253 New Q4 2025 Feb 02, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 170 10 0.0% 0.0% 767 0 0.0% Q4 2025 Jan 22, 2026
Truvestments Capital LLC History Added to 163 9 0.0% 0.0% 768 +1 0.62% Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History New 135 8 0.01% — 769 +135 New Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 119 7 0.0% — 770 +119 New Q4 2025 Feb 09, 2026
Wilkerson Advisory Group LLC History New 116 6 0.0% — 772 +116 New Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 114 6 0.0% 0.0% 771 0 0.0% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History No change 57 3 0.0% 0.0% 773 0 0.0% Q4 2025 Jan 16, 2026
Trust Co History New 44 2 0.0% — 775 +44 New Q4 2025 Jan 15, 2026
Winch Advisory Services, LLC History No change 44 2 0.0% 0.0% 774 0 0.0% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History No change 36 2 0.0% 0.0% 776 0 0.0% Q4 2025 Jan 29, 2026
Archer Investment Corp History No change 35 2 0.0% 0.0% 777 0 0.0% Q4 2025 Jan 30, 2026
Qube Research & Technologies Ltd History New 20 1 0.0% — 778 +20 New Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History No change 31 1 0.0% 0.0% 779 0 0.0% Q4 2025 Jan 28, 2026
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.14% — -37,739 -100.0% Q3 2025 Nov 14, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.58% — -25,679 -100.0% Q3 2025 Oct 21, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.5% — -19,137 -100.0% Q3 2025 Nov 06, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -10,221 -100.0% Q3 2025 Oct 14, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.02% — -6,261 -100.0% Q3 2025 Oct 21, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.01% — -6,040 -100.0% Q3 2025 Nov 14, 2025
SILVERLAKE WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.08% — -5,349 -100.0% Q3 2025 Oct 28, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.04% — -4,552 -100.0% Q3 2025 Nov 14, 2025
SCS Capital Management LLC History Closed out 0 0 — 0.0% — -4,457 -100.0% Q3 2025 Nov 13, 2025
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.01% — -4,204 -100.0% Q3 2025 Nov 12, 2025
DAVIS R M INC History Closed out 0 0 — 0.0% — -4,176 -100.0% Q3 2025 Nov 12, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -3,900 -100.0% Q3 2025 Nov 13, 2025
USAdvisors Wealth Management, LLC History Closed out 0 0 — 0.07% — -3,643 -100.0% Q3 2025 Nov 12, 2025
Brio Consultants, LLC History Closed out 0 0 — 0.03% — -3,588 -100.0% Q3 2025 Nov 10, 2025
WestHill Financial Advisors, Inc. History Closed out 0 0 — 0.04% — -3,513 -100.0% Q3 2025 Oct 14, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -3,408 -100.0% Q3 2025 Nov 14, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -2,929 -100.0% Q3 2025 Oct 29, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.13% — -1,657 -100.0% Q3 2025 Nov 07, 2025
SIGNATUREFD, LLC History Reduced 1 0 — 0.0% — -1,608 -99.94% Q4 2025 Jan 20, 2026
Tortoise Investment Management, LLC History Closed out 0 0 — 0.01% — -1,550 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.02% — -1,272 -100.0% Q3 2025 Nov 14, 2025