Dimensional ETF Trust - DFIV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 29,462,953 1,470,201 0.93% 0.83% 1 +2,578,543 9.59% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 21,523,566 1,074,027 1.64% 1.61% 2 +576,272 2.75% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 15,474,236 772,164 0.42% 0.39% 3 +1,630,894 11.78% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 13,823,466 689,790 0.79% 0.91% 4 +1,543,164 12.57% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 8,589,459 428,614 2.44% 2.39% 5 +33,782 0.39% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 7,237,561 361,154 0.05% 0.04% 6 +113,234 1.59% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 6,098,853 304,332 1.58% — 7 +6,098,853 New Q4 2025 Feb 18, 2026
Focus Partners Advisor Solutions, LLC History Added to 5,774,671 288,156 3.53% 2.52% 8 +989,314 20.67% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 4,698,777 234,398 0.32% 0.22% 9 +1,669,799 55.13% Q4 2025 Mar 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,782,939 188,768 0.06% 0.05% 10 +188,499 5.24% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,781,075 188,675 0.06% 0.06% 11 -766,357 -16.85% Q4 2025 Feb 10, 2026
Index Fund Advisors, Inc. History Reduced 3,571,373 178,211 8.36% 8.12% 12 -57,403 -1.58% Q4 2025 Jan 29, 2026
Plancorp, LLC History Added to 3,571,120 178,198 5.39% 4.88% 13 +199,414 5.91% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Added to 3,461,723 172,739 0.19% 0.18% 14 +52,929 1.55% Q4 2025 Feb 06, 2026
Creative Planning History Added to 3,431,663 171,239 0.12% 0.12% 15 +6,659 0.19% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 3,236,596 161,506 1.73% 1.54% 16 +1,016,161 45.76% Q4 2025 Jan 23, 2026
Foster Group, Inc. History Reduced 3,102,581 154,818 4.68% 4.7% 17 -140,989 -4.35% Q4 2025 Jan 12, 2026
Cerity Partners LLC History Added to 3,077,484 153,566 0.22% 0.22% 18 +123,666 4.19% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,535,624 126,527 0.01% 0.01% 19 +516,242 25.56% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Reduced 2,442,525 121,881 2.98% 3.68% 20 -528,148 -17.78% Q4 2025 Feb 09, 2026
Modera Wealth Management, LLC History Reduced 2,279,761 113,760 1.32% 1.33% 21 -207,134 -8.33% Q4 2025 Jan 21, 2026
LPL Financial LLC History Added to 2,206,395 110,099 0.03% 0.03% 22 +196,370 9.77% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,019,437 102,203 0.14% 0.15% 23 -73,576 -3.52% Q4 2025 Jan 08, 2026
UBS Group AG History Added to 1,887,039 94,163 0.02% 0.01% 24 +138,819 7.94% Q4 2025 Jan 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 1,807,792 90,208 1.61% 1.69% 25 -26,563 -1.45% Q4 2025 Jan 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,783,925 89,017 0.05% 0.04% 26 +414,104 30.23% Q4 2025 Feb 17, 2026
Team Hewins, LLC History Reduced 1,759,444 87,796 28.29% 27.84% 27 -27,921 -1.56% Q4 2025 Jan 28, 2026
Confluence Wealth Services, Inc. History Added to 1,732,779 86,465 3.58% 3.78% 28 +71,238 4.29% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Reduced 1,674,220 83,543 0.09% 0.1% 29 -230,200 -12.09% Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 1,611,044 81,534 7.71% 7.71% 30 -28,255 -1.72% Q4 2025 Jan 22, 2026
TCI Wealth Advisors, Inc. History Added to 1,629,209 81,297 4.48% 4.31% 31 +63,842 4.08% Q4 2025 Feb 02, 2026
CHOREO, LLC History Added to 1,426,283 71,456 0.91% 0.8% 32 +96,474 7.25% Q4 2025 Jan 23, 2026
Evanson Asset Management, LLC History Added to 1,386,778 69,200 3.73% 3.53% 33 +30,259 2.23% Q4 2025 Jan 12, 2026
ROYAL BANK OF CANADA History New 1,354,734 67,602 0.01% — 34 +1,354,734 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,300,000 64,870 0.01% 0.0% 35 +799,994 160.0% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 1,286,363 64,189 0.36% 0.2% 36 +588,189 84.25% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 1,285,246 64,133 0.45% 0.29% 37 +539,131 72.26% Q4 2025 Feb 18, 2026
Wealth Management Nebraska History Added to 1,272,627 63,504 7.26% 6.63% 38 +65,746 5.45% Q4 2025 Jan 28, 2026
DIXON FNANCIAL SERVICES, INC. History Reduced 1,267,615 63,253 28.04% 27.81% 39 -56,276 -4.25% Q4 2025 Jan 15, 2026
Falcon Wealth Planning History Added to 1,248,922 62,321 5.25% 5.11% 40 +17,421 1.41% Q4 2025 Feb 03, 2026
Beaird Harris Wealth Management, LLC History Reduced 1,171,961 58,480 4.03% 3.88% 41 -14,037 -1.18% Q4 2025 Feb 23, 2026
True Link Financial Advisors, LLC History Added to 1,147,531 57,261 3.48% 3.34% 42 +21,696 1.93% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Reduced 1,145,849 57,177 1.13% 1.19% 43 -21,343 -1.83% Q4 2025 Jan 21, 2026
Petersen Hastings Wealth Advisors Inc. History New 1,123,945 56,084 5.39% — 44 +1,123,945 New Q4 2025 Feb 11, 2026
WASHINGTON TRUST BANK History Reduced 1,092,839 54,532 3.82% 3.74% 45 -12,873 -1.16% Q4 2025 Feb 04, 2026
MASECO LLP History Reduced 1,032,961 51,518 2.24% 2.34% 46 -12,991 -1.24% Q4 2025 Jan 22, 2026
CWM, LLC History Added to 967,006 48,254 0.13% 0.01% 47 +872,969 928.33% Q4 2025 Jan 26, 2026
Strategic Financial Services, Inc. History Reduced 843,698 45,998 2.12% 1.97% 48 -7,332 -0.86% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 909,376 45,377 1.43% 1.2% 49 +112,059 14.05% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Added to 897,869 44,803 2.11% 2.01% 50 +87,727 10.83% Q4 2025 Jan 12, 2026
Verus Financial Partners, Inc. History Added to 851,719 44,655 4.11% 3.75% 51 +6,823 0.81% Q4 2025 Feb 02, 2026
KEB ASSET MANAGEMENT, LLC History Added to 858,718 42,850 8.68% 8.64% 52 +23,229 2.78% Q4 2025 Jan 09, 2026
Root Financial Partners, LLC History Added to 825,294 41,182 2.1% 2.22% 53 +44,900 5.75% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 771,364 38,645 1.46% 0.05% 54 +753,005 4101.56% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 765,415 38,193 0.05% 0.05% 55 +9,453 1.25% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 763,071 38,077 1.26% 1.2% 56 +54,757 7.73% Q4 2025 Jan 14, 2026
Planning Center, Inc. History Reduced 746,887 37,269 3.81% 3.97% 57 -73,827 -9.0% Q4 2025 Feb 02, 2026
Wealth Architects, LLC History Reduced 733,561 36,604 3.3% 3.2% 58 -1,144 -0.16% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 732,975 36,575 0.72% 0.31% 59 +555,116 312.11% Q4 2025 Feb 11, 2026
McGlone Suttner Wealth Management, Inc. History Added to 732,615 36,557 4.92% 4.68% 60 +8,119 1.12% Q4 2025 Jan 15, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 717,205 35,788 5.58% 5.14% 61 +109,634 18.04% Q4 2025 Feb 03, 2026
Premier Financial Group History Reduced 709,324 35,428 9.24% 9.41% 62 -56,167 -7.34% Q4 2025 Feb 09, 2026
Parkwoods Wealth Partners, LLC History Added to 696,178 34,739 10.22% 10.27% 63 +43,591 6.68% Q4 2025 Jan 15, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 689,027 34,382 0.65% 0.64% 64 -5,897 -0.85% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 686,814 34,272 0.01% 0.01% 65 +58,999 9.4% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 666,352 33,250 0.04% 0.04% 66 +84,007 14.43% Q4 2025 Feb 02, 2026
EARNED WEALTH ADVISORS, LLC History Added to 663,969 33,132 10.69% 4.13% 67 +120,002 22.06% Q4 2025 Jan 27, 2026
Trinity Financial Advisors LLC History Added to 661,650 33,016 9.23% 8.68% 68 +9,602 1.47% Q4 2025 Jan 13, 2026
Hill Investment Group Partners, LLC History Reduced 600,089 29,944 3.56% 3.39% 69 -2,695 -0.45% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 596,720 29,776 0.2% 0.18% 70 +70,391 13.37% Q4 2025 Feb 17, 2026
SACHEM HILL LLC History Reduced 592,123 29,546 5.74% 5.65% 71 -20,744 -3.38% Q4 2025 Feb 12, 2026
Three Arch Wealth Management LLC History New 587,718 29,327 5.49% — 72 +587,718 New Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 583,917 29,137 4.12% 3.97% 73 +39,611 7.28% Q4 2025 Jan 12, 2026
Quent Capital, LLC History Added to 566,736 28,280 2.04% 1.94% 74 +64,315 12.8% Q4 2025 Jan 29, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 552,462 27,567 3.89% 3.3% 75 +81,753 17.37% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 552,070 27,548 0.0% 0.0% 76 +20,186 3.8% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 526,915 26,293 0.05% 0.04% 77 +49,320 10.33% Q4 2025 Mar 16, 2026
Acropolis Investment Management, LLC History Added to 520,176 25,956 1.17% 1.12% 78 +6,286 1.22% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 519,723 25,934 0.11% — 79 +519,723 New Q4 2025 Feb 05, 2026
Hudock, Inc. History Added to 496,824 24,791 3.65% 3.15% 80 +46,762 10.39% Q4 2025 Feb 12, 2026
McMill Wealth Management History Added to 495,832 24,742 6.96% 6.45% 81 +4,969 1.01% Q4 2025 Feb 23, 2026
M Holdings Securities, Inc. History New 493,899 24,646 1.76% — 82 +493,899 New Q4 2025 Feb 11, 2026
First Command Advisory Services, Inc. History Added to 479,786 23,941 0.17% 0.16% 83 +5,624 1.19% Q4 2025 Feb 11, 2026
LANDAAS & CO /WI /ADV History Added to 473,890 23,647 5.2% 3.59% 84 +131,339 38.34% Q4 2025 Jan 21, 2026
SEVEN MILE ADVISORY History Added to 471,905 23,548 4.04% 3.45% 85 +8,271 1.78% Q4 2025 Feb 13, 2026
Ocean Park Asset Management, LLC History Reduced 463,800 23,143 1.09% 0.94% 86 -32,100 -6.47% Q4 2025 Jan 15, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Reduced 450,427 22,476 9.17% 8.93% 87 -1,247 -0.28% Q4 2025 Jan 08, 2026
PINNEY & SCOFIELD, INC. History Added to 433,250 21,619 12.27% 12.33% 88 +2,767 0.64% Q4 2025 Feb 13, 2026
Prism Advisors, Inc. History Reduced 431,255 21,519 5.74% 5.42% 89 -3,836 -0.88% Q4 2025 Jan 23, 2026
CFS Investment Advisory Services, LLC History Reduced 427,604 21,337 1.56% 1.5% 90 -6,858 -1.58% Q4 2025 Feb 10, 2026
Wescott Financial Advisory Group, LLC History Added to 422,976 21,106 1.84% 1.74% 91 +1,288 0.31% Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 419,395 20,928 0.26% 0.19% 92 +109,704 35.42% Q4 2025 Feb 10, 2026
Financially in Tune, LLC History New 417,530 20,834 19.44% — 93 +417,530 New Q4 2025 Feb 27, 2026
Disciplined Equity Management, Inc. History Added to 416,010 20,758 10.76% 10.22% 94 +8,766 2.15% Q4 2025 Jan 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 415,108 20,713 8.46% 8.26% 95 -9,659 -2.27% Q4 2025 Jan 09, 2026
OSAIC HOLDINGS, INC. History Added to 411,301 20,527 0.03% 0.02% 96 +51,334 14.26% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 409,487 20,433 0.08% 0.07% 97 +75,607 22.64% Q4 2025 Feb 13, 2026
Squire Investment Management Company, LLC History Reduced 397,808 19,850 6.01% 6.14% 98 -11,211 -2.74% Q4 2025 Jan 22, 2026
MASON STREET ADVISORS, LLC History Reduced 393,365 19,628 1.93% 2.12% 99 -49,750 -11.23% Q4 2025 Feb 04, 2026
CLUNE & ASSOCIATES, LTD. History Added to 392,659 19,593 4.23% 4.22% 100 +26,951 7.37% Q4 2025 Feb 09, 2026
Navigoe, LLC History Reduced 389,684 19,445 12.0% 11.58% 101 -3,525 -0.9% Q4 2025 Feb 03, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 389,004 19,411 3.02% 2.94% 102 -12,276 -3.06% Q4 2025 Jan 23, 2026
LRI Investments, LLC History Added to 387,669 19,344 1.56% 1.4% 103 +16,142 4.34% Q4 2025 Feb 04, 2026
Forum Financial Management, LP History Reduced 382,857 19,104 0.25% 0.24% 104 -5,139 -1.32% Q4 2025 Jan 27, 2026
Embree Financial Group History Added to 379,530 18,938 2.32% 1.89% 105 +73,689 24.09% Q4 2025 Jan 14, 2026
ShankerValleau Wealth Advisors, Inc. History Reduced 379,096 18,916 5.13% 4.59% 106 -8,698 -2.24% Q4 2025 Jan 06, 2026
MML INVESTORS SERVICES, LLC History Added to 375,978 18,761 0.05% 0.04% 107 +11,860 3.26% Q4 2025 Feb 13, 2026
McLean Asset Management Corp History Reduced 360,722 18,595 3.33% 3.55% 108 -9,797 -2.64% Q4 2025 Jan 16, 2026
CLARIS ADVISORS, LLC / MO / History Reduced 368,497 18,388 5.6% 5.6% 109 -7,864 -2.09% Q4 2025 Jan 16, 2026
COWA, LLC History Reduced 364,474 18,187 5.53% 6.85% 110 -83,040 -18.56% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 364,193 18,173 0.02% 0.02% 111 +20,373 5.93% Q4 2025 Feb 12, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 351,744 18,144 9.22% 9.3% 112 +3,863 1.11% Q4 2025 Jan 27, 2026
TruWealth Advisors, LLC History Added to 360,014 17,964 0.88% 0.82% 113 +7,690 2.18% Q4 2025 Jan 07, 2026
Apeiron RIA LLC History Reduced 336,377 17,905 3.63% 3.44% 114 -160 -0.05% Q4 2025 Feb 03, 2026
Capital Analysts, LLC History Added to 358,539 17,892 0.54% 0.46% 115 +13,918 4.04% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 357,314 17,829 0.13% 0.13% 116 +4,430 1.26% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 351,025 17,516 0.07% — 117 +351,025 New Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 345,336 17,232 0.03% 0.02% 118 +57,593 20.02% Q4 2025 Feb 13, 2026
Shearwater Capital LLC History Reduced 342,883 17,109 9.82% 9.42% 119 -1,287 -0.37% Q4 2025 Jan 13, 2026
Peirce Capital Management, LLC History Reduced 339,659 16,948 6.75% 6.58% 120 -3,639 -1.06% Q4 2025 Feb 06, 2026
Rather & Kittrell, Inc. History Reduced 335,871 16,759 2.7% 2.79% 121 -9,632 -2.79% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 333,482 16,640 0.03% 0.03% 122 -4,060 -1.2% Q4 2025 Feb 17, 2026
Financial Connections Group, Inc. History Added to 332,375 16,585 5.7% 5.46% 123 +29,173 9.62% Q4 2025 Jan 23, 2026
Meritas Wealth Management, LLC History Reduced 331,066 16,520 7.95% 7.57% 124 -433 -0.13% Q4 2025 Jan 14, 2026
Invst, LLC History Reduced 326,536 16,294 1.77% 1.75% 125 -7,922 -2.37% Q4 2025 Feb 11, 2026
EnRich Financial Partners LLC History Reduced 321,514 16,043 4.37% 4.24% 126 -1,785 -0.55% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 320,008 15,968 0.01% 0.01% 127 +61,206 23.65% Q4 2025 Feb 17, 2026
Sterling Financial Planning, Inc. History Added to 318,899 15,913 4.8% 4.61% 128 +2,209 0.7% Q4 2025 Jan 27, 2026
Disciplined Investments, LLC History Added to 314,276 15,682 6.03% 5.68% 129 +4,541 1.47% Q4 2025 Feb 05, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Added to 304,220 15,180 8.85% 6.71% 130 +61,507 25.34% Q4 2025 Jan 28, 2026
Ruedi Wealth Management, Inc. History Added to 304,011 15,170 3.98% 3.92% 131 +708 0.23% Q4 2025 Feb 06, 2026
JDH Wealth Management, LLC History Reduced 298,802 14,910 10.22% 9.87% 132 -2,607 -0.86% Q4 2025 Jan 05, 2026
KM Capital Management Ltd. History Reduced 290,623 14,502 7.41% 6.33% 133 -6,197 -2.09% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 288,771 14,410 0.04% 0.03% 134 +17,396 6.41% Q4 2025 Feb 05, 2026
GREAT OAK CAPITAL PARTNERS, LLC History Reduced 285,209 14,408 3.61% 3.58% 135 -9,237 -3.14% Q4 2025 Jan 06, 2026
VeraBank, N.A. History Added to 287,153 14,328 2.61% 1.8% 136 +78,234 37.45% Q4 2025 Feb 11, 2026
Tradewinds, LLC. History Added to 278,885 13,916 3.32% 3.0% 137 +12,109 4.54% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 278,818 13,912 0.01% 0.01% 138 +7,902 2.92% Q4 2025 Feb 13, 2026
Guardian Wealth Management, LLC History New 277,185 13,831 4.38% — 139 +277,185 New Q4 2025 Jan 20, 2026
Fonville Wealth Management LLC History Added to 275,147 13,729 2.81% 2.69% 140 +15,455 5.95% Q4 2025 Jan 23, 2026
Lauterbach Financial Advisors, LLC History Added to 269,206 13,433 6.57% 6.2% 141 +1,641 0.61% Q4 2025 Feb 13, 2026
Mraz, Amerine & Associates, Inc. History Added to 267,218 13,334 1.98% 1.89% 142 +4,317 1.64% Q4 2025 Feb 06, 2026
Capstone Wealth Management, LLC History Reduced 266,607 13,303 9.71% 9.47% 143 -158 -0.06% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 265,279 13,237 0.16% 0.11% 144 -577 -0.22% Q4 2025 Feb 13, 2026
Destiny Wealth Partners, LLC History Added to 251,244 13,172 1.51% 1.05% 145 +64,687 34.67% Q4 2025 Feb 03, 2026
ALLEN WEALTH MANAGEMENT, LLC History New 259,722 12,960 7.8% — 146 +259,722 New Q4 2025 Jan 23, 2026
B&D White Capital Company, LLC History Reduced 257,183 12,833 1.49% 1.53% 147 -2,286 -0.88% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 246,867 12,318 0.4% 0.34% 148 +84,951 52.47% Q4 2025 Jan 20, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 243,970 12,174 1.2% 1.14% 149 -940 -0.38% Q4 2025 Feb 13, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 243,394 12,145 1.0% 0.94% 150 -22,651 -8.51% Q4 2025 Feb 17, 2026
Werba Rubin Papier Wealth Management History Added to 241,881 12,069 3.27% 1.79% 151 +1,830 0.76% Q4 2025 Jan 27, 2026
DiNuzzo Private Wealth, Inc. History Reduced 239,983 11,975 1.3% 1.28% 152 -7,816 -3.15% Q4 2025 Jan 16, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 232,118 11,582 3.92% 3.75% 153 +5,176 2.28% Q4 2025 Jan 20, 2026
Tillman Hartley LLC History Reduced 229,140 11,434 2.87% 2.9% 154 -13,614 -5.61% Q4 2025 Feb 13, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 228,912 11,422 7.81% 7.27% 155 +12,036 5.55% Q4 2025 Jan 27, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 224,156 11,185 1.76% 1.8% 156 -12,931 -5.45% Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 215,006 10,772 0.02% 0.02% 157 -8,037 -3.6% Q4 2025 Feb 05, 2026
Austin Asset Management Co Inc History Reduced 211,643 10,560 1.73% 1.79% 158 -1,567 -0.73% Q4 2025 Feb 04, 2026
BAKER BOYER NATIONAL BANK History Reduced 211,322 10,544 3.18% 3.26% 159 -1,400 -0.66% Q4 2025 Feb 03, 2026
MORGAN STANLEY History Added to 211,046 10,531 0.0% 0.0% 160 +32,946 18.5% Q4 2025 Feb 13, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 209,201 10,439 6.2% 5.9% 161 -3,289 -1.55% Q4 2025 Jan 26, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 207,529 10,355 0.21% 0.17% 162 +21,508 11.56% Q4 2025 Feb 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 206,028 10,280 0.18% 0.04% 163 +162,505 373.38% Q4 2025 Feb 19, 2026
ASPIRIANT, LLC History Added to 205,214 10,240 0.29% 0.29% 164 +2,787 1.38% Q4 2025 Jan 20, 2026
ABLE Financial Group, LLC History Added to 204,097 10,184 2.07% 1.9% 165 +14,277 7.52% Q4 2025 Jan 23, 2026
Rothschild Wealth LLC History New 200,559 10,007 0.96% — 166 +200,559 New Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Added to 200,436 10,001 0.45% 0.38% 167 +24,177 13.72% Q4 2025 Feb 13, 2026
Financial Futures Ltd Liability Co. History Added to 198,618 9,911 4.59% 4.41% 168 +1,681 0.85% Q4 2025 Jan 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 196,866 9,823 1.06% 1.03% 169 -2,564 -1.29% Q4 2025 Jan 28, 2026
Stone Summit Wealth LLC History Added to 192,139 9,587 2.6% 2.4% 170 +8,680 4.73% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Added to 189,553 9,458 0.08% 0.07% 171 +28,593 17.76% Q4 2025 Feb 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 188,509 9,406 0.61% 0.58% 172 -650 -0.34% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Reduced 185,696 9,266 0.05% 0.06% 173 -13,837 -6.93% Q4 2025 Jan 26, 2026
Altiora Financial Group, LLC History No change 185,313 9,247 1.59% 1.56% 174 0 0.0% Q4 2025 Feb 12, 2026
EQ WEALTH ADVISORS, LLC History Reduced 184,864 9,224 5.45% 5.88% 175 -9,031 -4.66% Q4 2025 Feb 02, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 184,129 9,188 2.22% 2.06% 176 +6,789 3.83% Q4 2025 Jan 23, 2026
Compound Planning, Inc. History Reduced 183,763 9,169 0.27% 0.36% 177 -55,332 -23.14% Q4 2025 Feb 19, 2026
Tortoise Investment Management, LLC History Added to 181,586 9,061 0.8% 0.74% 178 +2,084 1.16% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Added to 171,946 8,580 0.05% 0.02% 179 +93,912 120.35% Q4 2025 Jan 29, 2026
REAP Financial Group, LLC History Added to 169,616 8,463 1.72% 1.61% 180 +9,004 5.61% Q4 2025 Feb 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 168,889 8,427 2.08% 3.31% 181 -148,698 -46.82% Q4 2025 Jan 08, 2026
Cedar Point Capital Partners, LLC History Reduced 168,755 8,420 5.38% 5.35% 182 -8,112 -4.59% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History Added to 168,177 8,392 0.16% 0.09% 183 +72,809 76.35% Q4 2025 Feb 06, 2026
Oceanside Advisors LLC History Reduced 168,097 8,388 5.08% 5.02% 184 -6,043 -3.47% Q4 2025 Jan 26, 2026
Kondo Wealth Advisors, Inc. History Reduced 166,861 8,328 3.19% 3.14% 185 -2,173 -1.29% Q4 2025 Jan 30, 2026
Trademark Financial Management, LLC History Added to 157,703 7,869 4.33% 3.75% 186 +17,986 12.87% Q4 2025 Jan 28, 2026
SB Capital Management Inc History New 155,832 7,776 2.85% — 187 +155,832 New Q4 2025 Feb 20, 2026
Certified Advisory Corp History Added to 151,310 7,550 0.69% 0.64% 188 +6,045 4.16% Q4 2025 Jan 12, 2026
Financial Engines Advisors L.L.C. History Added to 150,433 7,506 0.01% 0.01% 189 +2,112 1.42% Q4 2025 Feb 12, 2026
J. Mark Nickell & Co. History New 150,122 7,491 6.92% — 190 +150,122 New Q4 2025 Feb 13, 2026
Cordant, Inc. History Reduced 148,861 7,428 3.11% 3.4% 191 -14,384 -8.81% Q4 2025 Jan 12, 2026
Family Legacy, Inc. History Reduced 148,511 7,410 2.22% 2.11% 192 -1,446 -0.96% Q4 2025 Feb 04, 2026
Richard Young Associates, Ltd. History New 147,600 7,365 5.75% — 193 +147,600 New Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 144,224 7,196 0.04% 0.04% 194 +7,618 5.58% Q4 2025 Feb 12, 2026
Mattern Wealth Management LLC History Added to 141,357 7,053 1.36% 1.24% 195 +6,862 5.1% Q4 2025 Jan 16, 2026
Sculati Wealth Management, LLC History Added to 141,230 7,047 2.48% 2.1% 196 +11,866 9.17% Q4 2025 Feb 05, 2026
Strategic Investment Solutions, Inc. /IL History Added to 139,084 7,000 1.68% 1.43% 197 +22,111 18.9% Q4 2025 Feb 27, 2026
Shotwell Rutter Baer Inc History Added to 138,142 6,978 4.19% 4.05% 198 +2,680 1.98% Q4 2025 Jan 12, 2026
Perigon Wealth Management, LLC History Added to 138,263 6,899 0.12% 0.12% 199 +7,020 5.35% Q4 2025 Jan 16, 2026
Compass Financial Group, Inc. History Reduced 136,824 6,827 3.01% 2.83% 200 -72 -0.05% Q4 2025 Feb 05, 2026
MATHER GROUP, LLC. History Reduced 136,101 6,791 0.07% 0.07% 201 -24,489 -15.25% Q4 2025 Jan 13, 2026
Stratos Wealth Partners, LTD. History Added to 135,176 6,745 0.08% 0.07% 202 +9,998 7.99% Q4 2025 Jan 20, 2026
HMV Wealth Advisors, LLC History Added to 135,095 6,741 3.37% 3.39% 203 +1,289 0.96% Q4 2025 Jan 20, 2026
N.E.W. Advisory Services LLC History Reduced 133,699 6,671 0.49% 0.57% 204 -4,148 -3.01% Q4 2025 Jan 28, 2026
Larson Financial Group LLC History Reduced 131,782 6,575 0.22% 0.21% 205 -1,093 -0.82% Q4 2025 Feb 06, 2026
Vistica Wealth Advisors, LLC History New 131,403 6,557 6.53% — 206 +131,403 New Q4 2025 Feb 13, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 129,106 6,442 3.61% 3.46% 207 +1,252 0.98% Q4 2025 Jan 09, 2026
CreativeOne Wealth, LLC History Added to 128,335 6,403 0.16% 0.14% 208 +3,602 2.89% Q4 2025 Feb 13, 2026
Bank of New Hampshire History New 127,705 6,372 1.43% — 209 +127,705 New Q4 2025 Mar 16, 2026
1900 WEALTH MANAGEMENT LLC History Added to 126,018 6,288 0.4% 0.39% 210 +833 0.67% Q4 2025 Jan 20, 2026
SEGALL BRYANT & HAMILL, LLC History New 123,519 6,163 0.08% — 211 +123,519 New Q4 2025 Feb 13, 2026
Turning Point Benefit Group, Inc. History Added to 122,523 6,113 3.19% 2.82% 212 +21,404 21.17% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO History No change 119,178 6,031 0.07% 0.06% 213 0 0.0% Q4 2025 Jan 26, 2026
Timonier Family Office, LTD. History Reduced 119,333 5,954 1.89% 2.03% 214 -14,777 -11.02% Q4 2025 Feb 04, 2026
Sterling Wealth Management, Inc. History Added to 118,328 5,904 1.68% 1.56% 215 +6,395 5.71% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 118,026 5,889 0.22% 0.22% 216 -1,776 -1.48% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Reduced 116,769 5,826 0.18% 0.18% 217 -2,995 -2.5% Q4 2025 Jan 06, 2026
Estate Counselors, LLC History Added to 116,640 5,820 0.49% 0.45% 218 +2,240 1.96% Q4 2025 Feb 02, 2026
Avise Financial Cooperative, Inc. History New 116,214 5,799 5.22% — 219 +116,214 New Q4 2025 Feb 11, 2026
OMNI 360 Wealth, Inc. History Added to 112,019 5,774 2.96% 2.74% 220 +6,170 5.83% Q4 2025 Jan 29, 2026
Composition Wealth, LLC History Added to 115,136 5,745 0.08% 0.08% 221 +3,076 2.74% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 114,651 5,721 0.01% 0.01% 222 +26,314 29.79% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 114,396 5,708 0.03% 0.02% 223 +33,103 40.72% Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History Added to 113,238 5,650 2.03% 1.84% 224 +2,909 2.64% Q4 2025 Jan 22, 2026
Alpha Advisors, LLC/VA History Added to 113,182 5,647 4.35% 3.82% 225 +2,974 2.7% Q4 2025 Feb 12, 2026
Del-Sette Capital Management, LLC History Added to 113,006 5,638 3.48% 3.14% 226 +3,397 3.1% Q4 2025 Feb 02, 2026
DeLarme Wealth Management, Inc. History New 112,717 5,624 3.99% — 227 +112,717 New Q4 2025 Jan 26, 2026
ATLas Financial Planning LLC History New 111,566 5,567 5.46% — 228 +111,566 New Q4 2025 Feb 17, 2026
Laurel Wealth Planning LLC History Reduced 109,702 5,474 3.03% 2.77% 229 -3,719 -3.28% Q4 2025 Jan 23, 2026
COGENT STRATEGIC WEALTH LLC History New 104,128 5,430 5.92% — 230 +104,128 New Q4 2025 Mar 02, 2026
Valued Retirements, Inc. History Reduced 108,430 5,410 5.29% 5.44% 231 -4,128 -3.67% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Reduced 107,893 5,383 0.06% 0.06% 232 -4,611 -4.1% Q4 2025 Jan 15, 2026
LAM GROUP, INC. History Reduced 106,408 5,309 3.04% 3.1% 233 -2,025 -1.87% Q4 2025 Jan 23, 2026
Frankly Finances, LLC History New 105,679 5,273 4.58% — 234 +105,679 New Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History Added to 104,785 5,229 0.01% 0.0% 235 +45,140 75.68% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 103,972 5,188 0.02% 0.02% 236 -891 -0.85% Q4 2025 Feb 06, 2026
Advisory Alpha, LLC History Added to 102,680 5,123 0.14% 0.13% 237 +4,211 4.28% Q4 2025 Feb 06, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 102,521 5,115 2.53% 2.56% 238 +1,220 1.2% Q4 2025 Jan 30, 2026
Breakwater Capital Group History Reduced 100,861 5,032 0.7% 0.93% 239 -35,377 -25.97% Q4 2025 Jan 09, 2026
KELLY FINANCIAL GROUP LLC History Added to 100,610 5,020 1.28% 1.21% 240 +1,328 1.34% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 100,541 5,016 0.17% 0.15% 241 +5,934 6.27% Q4 2025 Jan 14, 2026
Graver Capital Management, LLC History Added to 99,665 4,973 3.93% 3.82% 242 +1,390 1.41% Q4 2025 Feb 13, 2026
Tilson Financial Group, Inc. History Added to 98,923 4,936 1.52% 1.45% 243 +2,981 3.11% Q4 2025 Feb 05, 2026
Betterment LLC History Reduced 97,520 4,866 0.01% 0.01% 244 -8,446 -7.97% Q4 2025 Feb 12, 2026
Addison Advisors LLC History Added to 97,333 4,856 1.09% 1.0% 245 +4,065 4.36% Q4 2025 Feb 06, 2026
Armbruster Capital Management, Inc. History Reduced 97,145 4,847 0.81% 0.78% 246 -2,675 -2.68% Q4 2025 Jan 23, 2026
Accel Wealth Management History Added to 95,781 4,779 1.31% 0.94% 247 +25,939 37.14% Q4 2025 Jan 20, 2026
Porter White Investment Advisors, Inc. History Reduced 95,746 4,777 1.96% 1.96% 248 -3,016 -3.05% Q4 2025 Jan 29, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History Reduced 95,695 4,775 3.74% 3.58% 249 -2,684 -2.73% Q4 2025 Jan 27, 2026
POINCIANA ADVISORS GROUP, LLC History Added to 92,924 4,636 3.66% 3.5% 250 +3,114 3.47% Q4 2025 Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 92,899 4,635 0.52% 0.51% 251 -892 -0.95% Q4 2025 Jan 14, 2026
Burk Holdings LLC History Reduced 92,721 4,626 2.21% 2.33% 252 -1,968 -2.08% Q4 2025 Feb 12, 2026
Verum Partners LLC History Reduced 92,047 4,593 0.93% 0.9% 253 -284 -0.31% Q4 2025 Jan 14, 2026
Cambridge Financial Group, LLC History Added to 107,470 4,480 1.56% 1.31% 254 +18,965 21.43% Q4 2025 Jan 09, 2026
InTrack Investment Management Inc History Reduced 89,599 4,470 2.5% 2.68% 255 -7,676 -7.89% Q4 2025 Jan 14, 2026
Journey Beyond Wealth, LLC History Added to 89,570 4,469 3.55% 3.29% 256 +2,721 3.13% Q4 2025 Jan 23, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 89,462 4,464 0.99% 0.94% 257 +1,769 2.02% Q4 2025 Jan 23, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 89,267 4,454 1.48% 1.35% 258 +2,624 3.03% Q4 2025 Jan 22, 2026
PARK AVENUE SECURITIES LLC History Added to 89,248 4,453 0.04% 0.02% 259 +28,864 47.8% Q4 2025 Jan 05, 2026
Wealthspire Advisors, LLC History Reduced 88,960 4,439 0.04% 0.02% 260 -356 -0.4% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History Added to 87,750 4,378 0.5% 0.46% 261 +10,270 13.26% Q4 2025 Jan 12, 2026
Bedel Financial Consulting, Inc. History Added to 87,416 4,362 0.47% 0.51% 262 +998 1.15% Q4 2025 Jan 28, 2026
Ariadne Wealth Management, LP History Reduced 77,997 4,306 1.78% 1.68% 263 -229 -0.29% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Added to 85,744 4,278 0.16% 0.14% 264 +7,410 9.46% Q4 2025 Feb 02, 2026
Investmark Advisory Group LLC History Reduced 84,262 4,204 1.79% 1.69% 265 -140 -0.17% Q4 2025 Jan 28, 2026
TruNorth Capital Management, LLC History Reduced 83,573 4,170 0.79% 0.76% 266 -100 -0.12% Q4 2025 Feb 11, 2026
AWM CAPITAL, LLC History Reduced 82,650 4,124 0.37% 0.36% 267 -3,324 -3.87% Q4 2025 Feb 17, 2026
FMB WEALTH MANAGEMENT History Reduced 82,576 4,120 1.63% 1.61% 268 -30 -0.04% Q4 2025 Jan 22, 2026
REGIONS FINANCIAL CORP History New 80,393 4,011 0.03% — 269 +80,393 New Q4 2025 Jan 27, 2026
Per Stirling Capital Management, LLC. History Reduced 80,069 3,995 0.45% 0.45% 270 -2,293 -2.78% Q4 2025 Feb 17, 2026
Platt Wealth Management LLC History New 78,157 3,900 3.87% — 271 +78,157 New Q4 2025 Feb 06, 2026
FMR LLC History Added to 77,465 3,865 0.0% 0.0% 272 +32,922 73.91% Q4 2025 Feb 17, 2026
L.K. Benson & Company, P.C. History Added to 76,970 3,840 1.93% 1.9% 273 +365 0.48% Q4 2025 Feb 06, 2026
City State Bank History Added to 76,739 3,829 1.05% 0.88% 274 +10,459 15.78% Q4 2025 Jan 28, 2026
FineMark National Bank & Trust History Added to 76,467 3,815 0.12% 0.05% 275 +43,853 134.46% Q4 2025 Feb 12, 2026
Symmetry Partners, LLC History Reduced 76,077 3,796 0.22% 0.4% 276 -4,209 -5.24% Q4 2025 Jan 27, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 75,449 3,764 0.42% 0.4% 277 +789 1.06% Q4 2025 Jan 08, 2026
Pillar Financial Advisors, LLC History No change 73,864 3,685 2.22% 2.14% 278 0 0.0% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Added to 73,730 3,679 0.03% 0.03% 279 +3,885 5.56% Q4 2025 Jan 26, 2026
OLD MISSION CAPITAL LLC History Reduced 73,224 3,653 0.08% 0.11% 280 -48,922 -40.05% Q4 2025 Feb 17, 2026
Aviance Capital Partners, LLC History Reduced 72,674 3,626 0.42% 0.4% 281 -350 -0.48% Q4 2025 Feb 06, 2026
Beckerman Institutional, LLC History Added to 71,711 3,578 2.01% 1.85% 282 +3,591 5.27% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 71,405 3,563 0.07% 0.06% 283 +13,509 23.33% Q4 2025 Feb 06, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 71,355 3,560 1.27% 1.15% 284 0 0.0% Q4 2025 Jan 16, 2026
AG Asset Advisory, LLC History Added to 71,307 3,558 3.05% 2.15% 285 +15,169 27.02% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 71,181 3,551 0.06% 0.02% 286 +49,102 222.39% Q4 2025 Mar 12, 2026
VANCE WEALTH, LLC History Added to 70,744 3,530 1.05% 0.93% 287 +5,404 8.27% Q4 2025 Feb 17, 2026
Herold Advisors, Inc. History Added to 70,226 3,504 0.78% 0.7% 288 +4,501 6.85% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 69,653 3,475 0.0% 0.0% 289 -225,226 -76.38% Q4 2025 Feb 17, 2026
Hippocratic Financial Advisors, LLC History Added to 69,059 3,446 1.59% 1.38% 290 +6,863 11.03% Q4 2025 Jan 20, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 68,793 3,432 3.22% — 291 +68,793 New Q4 2025 Feb 02, 2026
Cresset Asset Management, LLC History Added to 67,969 3,391 0.01% 0.01% 292 +1,681 2.54% Q4 2025 Feb 17, 2026
Opus Financial Solutions LLC History New 67,860 3,386 3.2% — 293 +67,860 New Q4 2025 Feb 17, 2026
Aegis Wealth Management LLC History No change 67,764 3,381 1.91% 1.67% 294 0 0.0% Q4 2025 Jan 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 67,637 3,375 3.32% — 295 +67,637 New Q4 2025 Jan 26, 2026
Aerodigm Wealth, LLC History No change 66,885 3,337 1.17% 1.3% 296 0 0.0% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 66,852 3,335 0.07% 0.08% 297 +3,716 5.89% Q4 2025 Feb 06, 2026
Lakeshore Financial Planning, Inc. History Added to 66,536 3,320 1.19% 1.13% 298 +435 0.66% Q4 2025 Feb 17, 2026
Klingman & Associates, LLC History Added to 66,367 3,311 0.16% 0.02% 299 +56,646 582.72% Q4 2025 Jan 29, 2026
Baring Financial LLC History New 66,317 3,309 2.01% — 300 +66,317 New Q4 2025 Jan 07, 2026
CLG LLC History Added to 66,301 3,308 0.82% 0.78% 301 +4,171 6.71% Q4 2025 Jan 15, 2026
Winter & Associates, Inc. History New 65,052 3,246 3.0% — 302 +65,052 New Q4 2025 Feb 13, 2026
Belleair Asset Management, LLC History New 64,825 3,234 3.08% — 303 +64,825 New Q4 2025 Jan 30, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 64,344 3,210 0.31% 0.29% 304 +3,202 5.24% Q4 2025 Feb 06, 2026
Donalies Financial Planning, LLC History New 64,314 3,209 2.73% — 305 +64,314 New Q4 2025 Feb 17, 2026
Family CFO Inc History Added to 64,262 3,206 1.43% 1.36% 306 +94 0.15% Q4 2025 Jan 23, 2026
Corus Family Wealth Advisors History Reduced 63,835 3,185 2.54% 2.6% 307 -12,734 -16.63% Q4 2025 Feb 04, 2026
Kraft, Davis & Associates, LLC History Added to 61,390 3,131 0.7% 0.68% 308 +1,359 2.26% Q4 2025 Jan 14, 2026
Advisory Services Network, LLC History Added to 62,560 3,121 0.04% 0.04% 309 +2,075 3.43% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 61,977 3,092 0.08% 0.08% 310 -4,694 -7.04% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Added to 61,696 3,078 0.03% 0.02% 311 +19,402 45.87% Q4 2025 Feb 05, 2026
Kilner Capital Advisors, LLC History New 60,972 3,042 2.9% — 312 +60,972 New Q4 2025 Feb 11, 2026
Robertson Stephens Wealth Management, LLC History Added to 59,957 2,991 0.08% 0.08% 313 +397 0.67% Q4 2025 Feb 02, 2026
Fund Evaluation Group, LLC History Reduced 58,850 2,936 0.1% 0.1% 314 -1 -0.0% Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Reduced 58,238 2,906 0.16% 0.15% 315 -5,446 -8.55% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Reduced 58,151 2,901 0.01% 0.02% 316 -33,200 -36.34% Q4 2025 Feb 17, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 57,434 2,865 0.6% 0.64% 317 -2,584 -4.31% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History New 56,948 2,841 0.0% — 318 +56,948 New Q4 2025 Mar 25, 2026
Strathmore Capital Advisors, Inc. History Reduced 55,276 2,758 0.9% 1.05% 319 -493 -0.88% Q4 2025 Feb 13, 2026
Kaufman Rossin Wealth, LLC History Reduced 54,961 2,742 1.43% 1.44% 320 -2,161 -3.78% Q4 2025 Jan 14, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 54,202 2,704 0.62% 0.56% 321 +3,263 6.41% Q4 2025 Jan 06, 2026
Janney Montgomery Scott LLC History Added to 54,048 2,697 0.01% 0.0% 322 +8,364 18.31% Q4 2025 Feb 11, 2026
SwitchPoint Financial Planning, LLC History Reduced 53,777 2,683 1.88% 2.04% 323 -7,194 -11.8% Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History No change 53,680 2,678 0.5% 0.49% 324 0 0.0% Q4 2025 Jan 30, 2026
M&T BANK CORP History Added to 53,301 2,659 0.01% 0.01% 325 +7,701 16.89% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 53,022 2,645 0.03% 0.04% 326 -6,791 -11.35% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 52,615 2,625 0.02% 0.02% 327 +252 0.48% Q4 2025 Feb 13, 2026
Ferguson Johnson Wealth Management Inc History New 52,513 2,620 2.18% — 328 +52,513 New Q4 2025 Feb 06, 2026
McCartney Wealth Management LLC History New 49,583 2,474 2.13% — 329 +49,583 New Q4 2025 Feb 17, 2026
Prism Planning Partners LLC History New 49,549 2,472 2.77% — 330 +49,549 New Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History New 49,146 2,452 0.08% — 331 +49,146 New Q4 2025 Jan 30, 2026
JMG Financial Group, Ltd. History Reduced 48,474 2,418 0.07% 0.06% 332 -432 -0.88% Q4 2025 Feb 10, 2026
Navis Wealth Advisors, LLC History New 47,874 2,388 1.01% — 333 +47,874 New Q4 2025 Feb 13, 2026
Legacy Financial Advisors, Inc. History Added to 47,219 2,356 0.33% 0.29% 334 +1,102 2.39% Q4 2025 Feb 04, 2026
Platform Wealth Management, LLC History New 46,646 2,327 0.62% — 335 +46,646 New Q4 2025 Feb 11, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 46,400 2,315 0.5% 0.5% 336 -1,727 -3.59% Q4 2025 Jan 28, 2026
Pacific Asset Management, LLC History Reduced 45,756 2,283 1.37% 1.57% 337 -4,541 -9.03% Q4 2025 Jan 28, 2026
Summit Financial, LLC History Added to 45,625 2,276 0.03% 0.03% 338 +7,295 19.03% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 45,501 2,270 0.01% 0.01% 339 +1,107 2.49% Q4 2025 Feb 18, 2026
Cloud Capital Management, LLC History Added to 45,497 2,270 1.07% 1.08% 340 +974 2.19% Q4 2025 Feb 12, 2026
Greenspring Advisors, LLC History Added to 45,314 2,261 0.14% 0.25% 341 +14,477 46.95% Q4 2025 Feb 10, 2026
Red Tortoise LLC History Added to 45,302 2,260 0.96% 0.9% 342 +286 0.64% Q4 2025 Jan 22, 2026
Lodestone Wealth Management LLC History Reduced 45,164 2,253 0.92% 0.97% 343 -1,714 -3.66% Q4 2025 Jan 15, 2026
Total Wealth Planning, LLC History Reduced 45,087 2,249 4.81% 4.7% 344 -835,934 -94.88% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 42,491 2,227 0.08% 0.07% 345 +301 0.71% Q4 2025 Jan 27, 2026
Trace Wealth Advisors, LLC History No change 44,424 2,216 1.6% 1.53% 346 0 0.0% Q4 2025 Feb 12, 2026
Aurelius Family Office LLC History Reduced 43,164 2,193 0.94% 1.0% 347 -5,706 -11.68% Q4 2025 Jan 09, 2026
Strata Wealth Advisors, LLC History Reduced 43,705 2,180 0.61% 0.55% 348 -1,662 -3.66% Q4 2025 Feb 12, 2026
LJI Wealth Management, LLC History Added to 43,388 2,165 0.33% 0.05% 349 +36,707 549.42% Q4 2025 Feb 03, 2026
Clark Asset Management, LLC History Added to 43,310 2,161 0.22% 0.14% 351 +17,712 69.19% Q4 2025 Jan 27, 2026
Freedom Investment Management, Inc. History Reduced 43,312 2,161 0.63% 0.53% 350 -40 -0.09% Q4 2025 Feb 06, 2026
Pettinga Financial Advisors LLC History Reduced 42,741 2,132 0.4% 0.45% 352 -7,253 -14.51% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 41,818 2,086 0.14% 0.13% 353 +58 0.14% Q4 2025 Jan 23, 2026
Investment Advisory Group, LLC History Added to 41,674 2,079 0.53% 0.44% 354 +6,400 18.14% Q4 2025 Jan 23, 2026
Nautilus Advisors LLC History Added to 41,531 2,072 1.35% 1.23% 355 +1,758 4.42% Q4 2025 Jan 22, 2026
BWM Planning, LLC History No change 40,979 2,044 0.55% 0.56% 356 0 0.0% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Reduced 40,874 2,039 0.05% 0.06% 357 -747 -1.79% Q4 2025 Feb 05, 2026
Zhang Financial LLC History Added to 40,849 2,038 0.08% 0.07% 358 +884 2.21% Q4 2025 Feb 10, 2026
CSS LLC/IL History No change 40,350 2,013 0.09% 0.08% 359 0 0.0% Q4 2025 Feb 17, 2026
Boston Partners History Added to 40,190 2,005 0.0% 0.0% 360 +1,133 2.9% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 40,149 2,003 0.04% 0.02% 361 +13,709 51.85% Q4 2025 Feb 04, 2026
QUARRY HILL ADVISORS, LLC History No change 39,745 1,983 0.92% 0.94% 362 0 0.0% Q4 2025 Jan 26, 2026
Sovereign Financial Group, Inc. History Added to 39,593 1,975 0.34% 0.27% 363 +8,227 26.23% Q4 2025 Jan 07, 2026
BluePrint Investing LLC History New 39,038 1,947 1.55% — 364 +39,038 New Q4 2025 Feb 05, 2026
Triangle Securities Wealth Management History Reduced 38,950 1,943 0.41% 0.42% 365 -1,180 -2.94% Q4 2025 Jan 13, 2026
Applied Capital LLC History No change 38,926 1,942 0.75% 0.72% 366 0 0.0% Q4 2025 Jan 16, 2026
Triumph Capital Management History New 38,745 1,933 0.42% — 367 +38,745 New Q4 2025 Feb 12, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 38,291 1,910 0.53% 0.56% 368 -125 -0.33% Q4 2025 Feb 10, 2026
SOL Capital Management CO History Added to 37,830 1,888 0.17% 0.15% 369 +2,250 6.32% Q4 2025 Jan 30, 2026
Seven Springs Wealth Group, LLC History Reduced 37,585 1,875 0.54% 0.42% 370 -67 -0.18% Q4 2025 Feb 10, 2026
Washington Trust Advisors, Inc. History Reduced 37,521 1,872 0.14% 0.13% 371 -178 -0.47% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Reduced 37,082 1,850 0.1% 0.1% 372 -166 -0.45% Q4 2025 Jan 14, 2026
Aspirean Wealth, LLC History New 36,408 1,816 1.98% — 373 +36,408 New Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 35,760 1,791 0.12% 0.13% 374 -1,423 -3.83% Q4 2025 Jan 15, 2026
American Investment Services, Inc. History Reduced 35,620 1,777 0.41% 0.4% 375 -377 -1.05% Q4 2025 Feb 13, 2026
Valued Wealth Advisors LLC History Reduced 35,605 1,776 0.78% 0.77% 376 -599 -1.65% Q4 2025 Jan 30, 2026
TFO Wealth Partners, LLC History Reduced 35,031 1,748 0.26% 0.27% 377 -1,567 -4.28% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History No change 34,870 1,740 0.02% 0.02% 378 0 0.0% Q4 2025 Feb 03, 2026
PEOPLES BANK /OH History Reduced 34,746 1,733 1.08% 1.01% 379 -857 -2.41% Q4 2025 Jan 29, 2026
Curi Capital, LLC History Added to 34,598 1,726 0.03% 0.03% 380 +224 0.65% Q4 2025 Feb 17, 2026
Vantage Point Financial LLC History Reduced 34,430 1,718 0.61% 0.65% 381 -1,869 -5.15% Q4 2025 Feb 02, 2026
HBE Wealth Management, LLC History New 34,129 1,703 1.6% — 382 +34,129 New Q4 2025 Jan 20, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 34,029 1,698 0.59% 0.5% 383 +3,782 12.5% Q4 2025 Feb 09, 2026
Running Point Capital Advisors, LLC History No change 33,765 1,684 0.46% 0.42% 384 0 0.0% Q4 2025 Feb 17, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 33,191 1,656 1.03% 1.02% 385 0 0.0% Q4 2025 Feb 10, 2026
APS Management Group, Inc. History Added to 32,844 1,638 1.4% 1.3% 386 +1,005 3.16% Q4 2025 Jan 28, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 32,638 1,628 0.29% 0.22% 387 +7,587 30.29% Q4 2025 Feb 06, 2026
Diversified Portfolios, Inc. History Reduced 32,596 1,626 0.14% 0.24% 388 -26,078 -44.45% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Added to 32,227 1,608 0.02% 0.01% 389 +2,851 9.71% Q4 2025 Feb 13, 2026
VERUS WEALTH MANAGEMENT, LLC History Reduced 32,209 1,607 1.5% 1.49% 390 -2,504 -7.21% Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History Reduced 32,170 1,605 0.34% 0.33% 391 -159 -0.49% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History No change 31,431 1,568 0.0% 0.0% 392 0 0.0% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 30,681 1,530 0.01% — 393 +30,681 New Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc./Texas History Reduced 30,654 1,529 0.66% 0.63% 394 -212 -0.69% Q4 2025 Feb 09, 2026
Arcadia Wealth Management, LLC History Reduced 30,508 1,522 0.57% 0.57% 395 -618 -1.99% Q4 2025 Feb 03, 2026
Pinnacle Financial Partners, Inc. History New 29,683 1,481 0.01% — 396 +29,683 New Q4 2025 Feb 18, 2026
Lutz Financial Services LLC History Added to 29,623 1,478 0.1% 0.1% 397 +1,065 3.73% Q4 2025 Feb 06, 2026
Cornerstone Wealth Management, LLC History Added to 28,926 1,443 0.08% 0.03% 398 +16,414 131.19% Q4 2025 Feb 05, 2026
Oath Planning, LLC History New 28,672 1,430 1.41% — 400 +28,672 New Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 27,425 1,430 0.04% 0.03% 399 +181 0.66% Q4 2025 Jan 28, 2026
Valeo Financial Advisors, LLC History Added to 28,246 1,409 0.03% 0.03% 401 +36 0.13% Q4 2025 Feb 04, 2026
25 LLC History Reduced 28,165 1,405 0.45% 0.44% 402 -125 -0.44% Q4 2025 Jan 15, 2026
Powerhouse Assets LLC History New 28,082 1,401 1.23% — 403 +28,082 New Q4 2025 Jan 15, 2026
NEW WAVE WEALTH ADVISORS LLC History New 28,053 1,399 0.51% — 404 +28,053 New Q4 2025 Jan 21, 2026
Berger Financial Group, Inc History Added to 27,905 1,392 0.08% 0.08% 405 +18 0.06% Q4 2025 Jan 27, 2026
Foundation Wealth Management, LLC\PA History Reduced 27,858 1,390 0.5% 0.5% 406 -391 -1.38% Q4 2025 Jan 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 27,486 1,371 0.02% 0.02% 407 +314 1.16% Q4 2025 Jan 30, 2026
Rehmann Capital Advisory Group History Reduced 27,434 1,368 0.07% 0.07% 408 -94 -0.34% Q4 2025 Mar 04, 2026
Dorsey & Whitney Trust CO LLC History Added to 26,988 1,346 0.07% 0.06% 409 +1,330 5.18% Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History New 26,878 1,341 0.01% — 410 +26,878 New Q4 2025 Feb 17, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 25,900 1,292 0.39% 0.38% 411 -17 -0.07% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 25,690 1,281 0.01% 0.0% 412 -329 -1.26% Q4 2025 Jan 29, 2026
McGrath & Associates, Inc. History Reduced 25,392 1,267 1.8% 1.74% 413 -16 -0.06% Q4 2025 Feb 10, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 25,359 1,265 0.25% 0.14% 414 +10,584 71.63% Q4 2025 Feb 04, 2026
ProCore Advisors, LLC History New 25,311 1,263 1.3% — 415 +25,311 New Q4 2025 Jan 21, 2026
Wealth Enhancement Trust Services, Inc. History New 25,310 1,262 0.16% — 416 +25,310 New Q4 2025 Jan 27, 2026
Evergreen Wealth Partners LLC History New 25,225 1,258 1.06% — 417 +25,225 New Q4 2025 Feb 05, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Added to 25,151 1,255 0.68% 0.57% 418 +3,172 14.43% Q4 2025 Feb 02, 2026
Clarity Capital Advisors, LLC History Added to 25,058 1,250 0.62% 0.63% 419 +149 0.6% Q4 2025 Feb 11, 2026
RTD Financial Advisors, Inc. History Added to 24,953 1,245 0.15% 0.05% 420 +16,257 186.95% Q4 2025 Jan 27, 2026
SUTTON PLACE INVESTORS LLC History Reduced 24,738 1,234 0.68% 0.66% 421 -205 -0.82% Q4 2025 Jan 21, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 21,958 1,214 0.47% 0.5% 422 -2,134 -8.86% Q4 2025 Feb 12, 2026
New Dimensions Wealth Management, LLC History Reduced 24,228 1,209 1.03% 1.0% 423 -550 -2.22% Q4 2025 Feb 03, 2026
Elmwood Wealth Management, Inc. History New 23,442 1,169 0.37% — 424 +23,442 New Q4 2025 Jan 08, 2026
RB Capital Management, LLC History Added to 23,285 1,161 0.23% 0.22% 425 +53 0.23% Q4 2025 Feb 03, 2026
Wolfstich Capital, LLC History New 23,198 1,157 1.07% — 426 +23,198 New Q4 2025 Jan 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 23,091 1,152 0.39% 0.36% 427 0 0.0% Q4 2025 Jan 22, 2026
SEI INVESTMENTS CO History Added to 23,037 1,149 0.0% 0.0% 428 +4,439 23.87% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Added to 23,026 1,148 0.73% 0.93% 429 +174 0.76% Q4 2025 Feb 13, 2026
Longview Financial Advisors LLC History Reduced 22,911 1,143 0.63% 0.61% 430 -194 -0.84% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Added to 22,697 1,132 0.03% 0.03% 431 +2,730 13.67% Q4 2025 Feb 06, 2026
Sunesis Advisors, LLC History No change 22,653 1,130 0.51% 0.49% 432 0 0.0% Q4 2025 Feb 02, 2026
Mills Wealth Advisors LLC History Reduced 22,605 1,127 0.44% 0.43% 433 -217 -0.95% Q4 2025 Jan 27, 2026
HBW ADVISORY SERVICES LLC History Reduced 22,441 1,119 0.12% 0.12% 434 -100 -0.44% Q4 2025 Jan 23, 2026
Prosperity Planning, Inc. History Reduced 22,396 1,117 0.29% 0.28% 435 -14 -0.06% Q4 2025 Jan 14, 2026
Beacon Financial Advisory LLC History Added to 22,296 1,112 0.26% 0.22% 436 +1,609 7.78% Q4 2025 Feb 17, 2026
Approach Retirement Advisors, LLC History New 21,923 1,093 0.94% — 437 +21,923 New Q4 2025 Jan 29, 2026
Optivise Advisory Services LLC History Reduced 21,795 1,087 0.63% 0.85% 438 -9,183 -29.64% Q4 2025 Jan 12, 2026
Wedmont Private Capital History Added to 21,652 1,086 0.04% 0.04% 439 +1,073 5.21% Q4 2025 Jan 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 21,698 1,082 0.01% 0.01% 440 -163 -0.75% Q4 2025 Feb 11, 2026
Callan Family Office, LLC History No change 21,605 1,078 0.02% 0.03% 441 0 0.0% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 21,587 1,077 0.0% 0.0% 442 +16 0.07% Q4 2025 Jan 30, 2026
SJS Investment Consulting Inc. History Added to 21,182 1,056 0.13% 0.13% 443 +86 0.41% Q4 2025 Jan 21, 2026
Eaton Financial Holdings Company, LLC History Added to 20,912 1,043 0.28% 0.25% 444 +1,786 9.34% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History New 20,847 1,040 0.03% — 445 +20,847 New Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Reduced 20,833 1,039 0.0% 0.0% 446 -4,261 -16.98% Q4 2025 Feb 02, 2026
CogentBlue Wealth Advisors, LLC History Reduced 20,699 1,032 0.7% 0.68% 447 -1,102 -5.05% Q4 2025 Jan 16, 2026
BIP Wealth, LLC History Added to 20,224 1,009 0.04% 0.03% 448 +7,684 61.28% Q4 2025 Jan 21, 2026
Orion Porfolio Solutions, LLC History Added to 20,218 1,008 0.01% 0.01% 449 +160 0.8% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Reduced 20,079 1,001 0.02% 0.02% 450 -2,173 -9.77% Q4 2025 Feb 11, 2026
Avant Financial Advisors LLC History No change 20,080 1,001 0.72% 0.7% 451 0 0.0% Q4 2025 Jan 15, 2026
Level Financial Advisors History Reduced 19,984 997 0.26% 0.27% 452 -1,077 -5.11% Q4 2025 Jan 26, 2026
D.A. DAVIDSON & CO. History Reduced 19,883 992 0.01% 0.01% 453 -993 -4.76% Q4 2025 Jan 29, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 19,737 984 0.62% 0.7% 454 -3,212 -14.0% Q4 2025 Feb 24, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 19,615 978 0.54% 0.54% 455 -34 -0.17% Q4 2025 Feb 17, 2026
Ellenbecker Investment Group History Added to 19,552 975 0.14% 0.13% 456 +97 0.5% Q4 2025 Jan 30, 2026
GWN SECURITIES INC. History Added to 19,343 965 0.2% 0.18% 457 +2,760 16.64% Q4 2025 Feb 11, 2026
Balentine LLC History Reduced 19,315 963 0.04% 0.03% 458 -454 -2.3% Q4 2025 Feb 02, 2026
IFG Advisors, LLC History Reduced 19,152 955 0.16% 0.15% 459 -517 -2.63% Q4 2025 Jan 13, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 19,051 950 0.34% 0.33% 460 +23 0.12% Q4 2025 Jan 14, 2026
NerdWallet Wealth Partners, LLC History Added to 18,783 937 0.42% 0.42% 461 +8 0.04% Q4 2025 Jan 13, 2026
Asset Dedication, LLC History Reduced 18,754 935 0.06% 0.06% 462 -1,319 -6.57% Q4 2025 Jan 26, 2026
Hardin Capital Partners, LLC History Added to 18,550 925 0.44% 0.42% 463 +1,545 9.09% Q4 2025 Jan 09, 2026
Lido Advisors, LLC History Reduced 19,174 914 0.0% 0.0% 464 -1 -0.01% Q4 2025 Feb 10, 2026
GTS SECURITIES LLC History New 18,303 913 0.03% — 465 +18,303 New Q4 2025 Feb 13, 2026
Mustard Seed Financial, LLC History Reduced 17,865 891 0.56% 0.53% 466 -40 -0.22% Q4 2025 Jan 23, 2026
BROWN ADVISORY INC History Added to 17,806 888 0.0% 0.0% 467 +12,186 216.83% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 17,209 887 0.03% 0.03% 468 +517 3.1% Q4 2025 Jan 23, 2026
E6 Portfolios, LLC History New 17,759 886 1.01% — 469 +17,759 New Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 17,680 882 0.11% 0.13% 470 -2,801 -13.68% Q4 2025 Jan 08, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 17,503 873 0.5% 0.46% 471 +629 3.73% Q4 2025 Jan 16, 2026
Able Wealth Management LLC History Reduced 17,355 866 0.27% 0.32% 472 -815 -4.49% Q4 2025 Jan 27, 2026
WEALTHSPAN PARTNERS, LLC History Added to 17,334 864 0.31% 0.27% 473 +1,840 11.88% Q4 2025 Jan 27, 2026
Coston, McIsaac & Partners History Added to 17,295 862 0.2% 0.06% 474 +11,431 194.94% Q4 2025 Feb 03, 2026
J. Derek Lewis & Associates Inc. History New 17,274 861 0.2% — 476 +17,274 New Q4 2025 Mar 23, 2026
Nicholas Hoffman & Company, LLC. History No change 17,255 861 0.02% 0.02% 475 0 0.0% Q4 2025 Feb 02, 2026
CURIO WEALTH, LLC History Added to 16,984 850 0.3% 0.32% 477 +29 0.17% Q4 2025 Feb 11, 2026
Kane Co Wealth Management, Inc. History New 16,953 845 0.75% — 478 +16,953 New Q4 2025 Feb 05, 2026
Acorn Wealth Advisors, LLC History Added to 16,887 842 0.25% 0.24% 479 +489 2.98% Q4 2025 Feb 10, 2026
Capital Investment Advisory Services, LLC History No change 16,789 837 0.06% 0.06% 480 0 0.0% Q4 2025 Jan 21, 2026
MN Wealth Advisors, LLC History Reduced 16,731 834 0.42% 0.42% 481 -294 -1.73% Q4 2025 Feb 02, 2026
Simplicity Wealth,LLC History Added to 16,671 831 0.05% 0.03% 482 +4,152 33.17% Q4 2025 Jan 30, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 16,624 829 0.15% 0.14% 483 -21 -0.13% Q4 2025 Feb 09, 2026
ATLAS CAPITAL ADVISORS INC. History New 16,610 828 0.09% — 484 +16,610 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 16,612 828 0.0% 0.0% 485 -300 -1.77% Q4 2025 Feb 12, 2026
Trailhead Planners LLC History New 16,302 813 0.8% — 486 +16,302 New Q4 2025 Feb 12, 2026
Secure Asset Management, LLC History Added to 16,076 802 0.13% 0.06% 487 +8,666 116.95% Q4 2025 Jan 20, 2026
Advyzon Investment Management, LLC History Added to 16,064 801 0.09% 0.07% 488 +6,661 70.84% Q4 2025 Feb 13, 2026
JT Stratford LLC History Added to 15,859 791 0.1% 0.09% 489 +593 3.88% Q4 2025 Feb 12, 2026
Iowa State Bank History No change 15,812 789 0.15% 0.14% 490 0 0.0% Q4 2025 Jan 06, 2026
MB Generational Wealth, LLC History Added to 15,760 786 0.42% 0.46% 491 +33 0.21% Q4 2025 Feb 10, 2026
Modern Wealth Management, LLC History Reduced 15,637 780 0.01% 0.02% 492 -1,904 -10.85% Q4 2025 Feb 17, 2026
Odyssey Capital Advisors, Inc. History New 15,627 779 0.69% — 493 +15,627 New Q4 2025 Feb 05, 2026
ALESCO ADVISORS LLC History No change 15,380 767 0.02% 0.02% 494 0 0.0% Q4 2025 Jan 28, 2026
First Western Trust Bank History Reduced 15,359 766 0.04% 0.04% 495 -2,959 -16.15% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 15,329 764 0.0% 0.0% 496 +142 0.94% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 15,195 758 0.06% 0.06% 497 +712 4.92% Q4 2025 Jan 13, 2026
XY Planning Network, Inc. History New 14,919 744 0.13% — 498 +14,919 New Q4 2025 Jan 26, 2026
Faithward Advisors, LLC History Added to 14,884 742 0.11% 0.08% 499 +3,607 31.99% Q4 2025 Feb 17, 2026
NWAM LLC History Reduced 14,662 731 0.04% 0.04% 500 -1,698 -10.38% Q4 2025 Feb 04, 2026
HRT FINANCIAL LP History New 14,615 729 0.0% — 501 +14,615 New Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 14,609 728 0.0% 0.0% 502 +6,368 77.27% Q4 2025 Feb 12, 2026
Ironwood Financial, llc History No change 14,227 727 0.12% 0.12% 503 0 0.0% Q4 2025 Jan 15, 2026
Abacus Wealth Partners, LLC History Reduced 14,239 710 0.07% 0.1% 504 -279 -1.92% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 14,178 707 0.01% 0.01% 505 +194 1.39% Q4 2025 Feb 03, 2026
Archer Investment Management, LLC History Reduced 14,091 703 0.38% 0.4% 506 -50 -0.35% Q4 2025 Jan 12, 2026
RAM Investment Partners, LLC History No change 13,737 685 0.12% 0.12% 507 0 0.0% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,649 681 0.0% 0.0% 508 0 0.0% Q4 2025 Jan 30, 2026
Compass Ion Advisors, LLC History Added to 13,419 669 0.06% 0.06% 509 +143 1.08% Q4 2025 Jan 29, 2026
STAGE HARBOR FINANCIAL, LLC History New 13,243 660 0.44% — 510 +13,243 New Q4 2025 Feb 17, 2026
Blume Capital Management, Inc. History No change 13,200 658 0.12% 0.12% 511 0 0.0% Q4 2025 Feb 05, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 13,165 656 0.04% 0.02% 512 +4,944 60.14% Q4 2025 Jan 13, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 13,076 652 0.22% 0.21% 513 0 0.0% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History No change 12,633 630 0.0% 0.0% 514 0 0.0% Q4 2025 Jan 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 12,555 626 0.01% 0.01% 515 +538 4.48% Q4 2025 Jan 27, 2026
Sovran Advisors, LLC History Reduced 12,041 620 0.05% 0.05% 516 -34 -0.28% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Added to 12,406 619 0.0% 0.0% 517 +892 7.75% Q4 2025 Feb 12, 2026
Midwest Trust Co History Added to 12,402 618 0.01% 0.01% 518 +3,039 32.46% Q4 2025 Feb 04, 2026
Oak Wealth Advisors LLC History Added to 12,304 613 0.35% 0.33% 519 +45 0.37% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History Added to 12,252 611 0.22% 0.19% 520 +107 0.88% Q4 2025 Feb 03, 2026
Coastal Bridge Advisors, LLC History Added to 12,243 610 0.05% 0.03% 521 +2,889 30.89% Q4 2025 Feb 18, 2026
Stratos Investment Management, LLC History Reduced 12,237 610 0.02% 0.02% 522 -262 -2.1% Q4 2025 Jan 20, 2026
Formidable Asset Management, LLC History Reduced 13,183 608 0.09% 0.11% 523 -3,292 -19.98% Q4 2025 Jan 16, 2026
Unison Advisors LLC History Reduced 12,015 599 0.05% 0.05% 524 -31 -0.26% Q4 2025 Jan 21, 2026
Waterfront Wealth Inc. History No change 11,387 599 0.11% 0.11% 525 0 0.0% Q4 2025 Jan 27, 2026
Quadcap Wealth Management, LLC History Reduced 11,947 596 0.07% 0.07% 526 -215 -1.77% Q4 2025 Jan 29, 2026
HANOVER ADVISORS INC History Added to 11,887 593 0.23% 0.21% 527 +389 3.38% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History No change 11,808 589 0.04% 0.04% 528 0 0.0% Q4 2025 Jan 13, 2026
GC Wealth Management RIA, LLC History No change 11,808 589 0.02% 0.02% 529 0 0.0% Q4 2025 Jan 30, 2026
BFSG, LLC History Added to 11,759 586 0.06% 0.03% 530 +6,092 107.5% Q4 2025 Jan 22, 2026
James J. Burns & Company, LLC History Added to 11,756 586 0.08% 0.08% 531 +253 2.2% Q4 2025 Jan 23, 2026
One Charles Private Wealth Services, LLC History No change 11,721 584 0.15% 0.14% 532 0 0.0% Q4 2025 Feb 06, 2026
Ares Financial Consulting, LLC History New 11,572 577 0.55% — 533 +11,572 New Q4 2025 Jan 30, 2026
Vision Capital Management, Inc. History No change 11,513 574 0.07% 0.07% 534 0 0.0% Q4 2025 Jan 27, 2026
Global Trust Wealth Management LLC History New 11,434 570 0.42% — 535 +11,434 New Q4 2025 Jan 28, 2026
Concurrent Investment Advisors, LLC History Added to 11,406 569 0.01% 0.01% 536 +991 9.52% Q4 2025 Jan 29, 2026
Roundview Capital LLC History No change 11,288 563 0.03% 0.03% 537 0 0.0% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 11,235 560 0.01% 0.01% 538 +2,444 27.8% Q4 2025 Feb 06, 2026
Gemmer Asset Management LLC History Added to 11,137 555 0.04% 0.04% 539 +1 0.01% Q4 2025 Jan 23, 2026
International Private Wealth Advisors LLC History Added to 11,001 548 0.35% 0.25% 540 +2,413 28.1% Q4 2025 Jan 14, 2026
Meredith Wealth Planning History No change 10,768 537 0.16% 0.16% 541 0 0.0% Q4 2025 Jan 16, 2026
WealthCollab, LLC History Added to 10,652 531 0.22% 0.21% 542 +926 9.52% Q4 2025 Jan 27, 2026
K2 Financial Inc. History Reduced 10,474 529 0.41% 0.41% 543 -713 -6.37% Q4 2025 Jan 22, 2026
Institute for Wealth Management, LLC. History No change 10,571 527 0.06% 0.05% 544 0 0.0% Q4 2025 Jan 27, 2026
Brand Asset Management Group, Inc. History Added to 10,448 521 0.15% 0.14% 545 +18 0.17% Q4 2025 Feb 11, 2026
Truepoint, Inc. History New 10,353 516 0.01% — 546 +10,353 New Q4 2025 Feb 11, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 10,285 513 0.06% 0.05% 547 +810 8.55% Q4 2025 Jan 29, 2026
Passive Capital Management, LLC. History Added to 10,272 512 0.16% 0.15% 548 +77 0.76% Q4 2025 Feb 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 10,230 510 0.0% 0.0% 549 -10,163 -49.84% Q4 2025 Feb 17, 2026
Five Oceans Advisors History Reduced 10,087 503 0.18% 0.18% 550 -507 -4.79% Q4 2025 Jan 16, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,983 498 0.0% 0.0% 551 0 0.0% Q4 2025 Feb 12, 2026
Oder Investment Management, LLC History Added to 9,967 497 0.36% 0.29% 552 +1,278 14.71% Q4 2025 Feb 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 9,942 496 0.05% 0.05% 553 0 0.0% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 9,935 495 0.0% 0.0% 554 +2,186 28.21% Q4 2025 Feb 11, 2026
First Financial Group Corp History No change 9,860 492 0.42% 0.39% 555 0 0.0% Q4 2025 Jan 28, 2026
Argent Trust Co History No change 9,583 478 0.02% 0.02% 556 0 0.0% Q4 2025 Feb 10, 2026
BOS Asset Management, LLC History Added to 9,572 477 0.13% 0.09% 557 +2,449 34.38% Q4 2025 Jan 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 9,507 474 0.02% 0.02% 558 +1,160 13.9% Q4 2025 Feb 09, 2026
Exeter Financial, LLC History Added to 9,432 470 0.2% 0.19% 559 +71 0.76% Q4 2025 Jan 07, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 9,329 465 0.02% 0.01% 560 +202 2.21% Q4 2025 Feb 13, 2026
Financial Symmetry Inc History Added to 9,337 465 0.19% 0.19% 561 +3 0.03% Q4 2025 Jan 28, 2026
Silver Oak Advisory Group, Inc. History Reduced 9,294 463 0.21% 0.2% 562 -521 -5.31% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Added to 9,199 459 0.01% 0.01% 563 +983 11.96% Q4 2025 Jan 13, 2026
MidWestOne Financial Group, Inc. History No change 9,171 457 0.05% 0.05% 564 0 0.0% Q4 2025 Feb 12, 2026
Golden Bell Financial Planning LLC History Added to 9,130 455 0.38% 0.35% 565 +311 3.53% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Added to 9,054 451 0.01% 0.01% 566 +45 0.5% Q4 2025 Feb 09, 2026
Resonant Capital Advisors, LLC History Added to 9,004 449 0.02% 0.02% 567 +47 0.52% Q4 2025 Jan 29, 2026
Pure Financial Advisors, LLC History Added to 8,934 445 0.08% 0.01% 568 +656 7.92% Q4 2025 Mar 04, 2026
Financial Harvest, LLC History No change 8,831 440 0.27% 0.27% 569 0 0.0% Q4 2025 Feb 10, 2026
Partners in Financial Planning History Reduced 8,729 435 0.07% 0.08% 570 -833 -8.71% Q4 2025 Feb 02, 2026
Heritage Financial Services, LLC History No change 8,646 431 0.04% 0.04% 571 0 0.0% Q4 2025 Feb 02, 2026
BOK Financial Private Wealth, Inc. History No change 8,358 417 0.03% 0.02% 572 0 0.0% Q4 2025 Feb 06, 2026
Vantus Wealth LLC History New 8,264 412 0.3% — 573 +8,264 New Q4 2025 Feb 10, 2026
Narus Financial Partners, LLC History No change 8,204 409 0.11% 0.1% 574 0 0.0% Q4 2025 Feb 09, 2026
Samalin Investment Counsel, LLC History Added to 8,192 408 0.14% 0.13% 575 +290 3.67% Q4 2025 Jan 30, 2026
Ponta Wealth Partners, LLC History New 8,167 407 0.38% — 576 +8,167 New Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History No change 8,082 403 0.05% 0.05% 577 0 0.0% Q4 2025 Jan 16, 2026
VICTORY FINANCIAL GROUP, LLC History New 7,955 396 0.05% — 578 +7,955 New Q4 2025 Jan 15, 2026
PRINCIPAL SECURITIES, INC. History Reduced 7,862 392 0.01% 0.01% 579 -786 -9.09% Q4 2025 Feb 12, 2026
Elser Financial Planning, Inc History No change 7,789 388 0.28% 0.43% 580 0 0.0% Q4 2025 Jan 15, 2026
Flagstone Financial Management History No change 7,651 381 0.1% 0.09% 581 0 0.0% Q4 2025 Feb 09, 2026
Beta Wealth Group, Inc. History No change 7,601 379 0.15% 0.14% 582 0 0.0% Q4 2025 Feb 13, 2026
Huntleigh Advisors, Inc. History No change 7,473 372 0.06% 0.06% 583 0 0.0% Q4 2025 Jan 29, 2026
Clayton Financial Group LLC History No change 7,428 370 0.19% 0.25% 584 0 0.0% Q4 2025 Jan 21, 2026
Baker Avenue Asset Management, LP History No change 7,400 369 0.01% 0.01% 585 0 0.0% Q4 2025 Feb 10, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 7,355 367 0.08% 0.07% 586 0 0.0% Q4 2025 Feb 09, 2026
Harvest Investment Services, LLC History Added to 7,305 364 0.07% 0.06% 587 +830 12.82% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History Reduced 7,255 362 0.03% 0.03% 590 -825 -10.21% Q4 2025 Feb 12, 2026
Pekin Hardy Strauss, Inc. History Reduced 7,271 362 0.03% 0.03% 588 -205 -2.74% Q4 2025 Jan 30, 2026
RS CRUM INC. History No change 7,272 362 0.07% 0.07% 589 0 0.0% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 7,197 359 0.03% 0.03% 591 -318 -4.23% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 7,185 358 0.01% 0.01% 592 -1,040 -12.64% Q4 2025 Feb 09, 2026
Redhawk Wealth Advisors, Inc. History Added to 7,128 355 0.04% 0.03% 593 +777 12.23% Q4 2025 Jan 14, 2026
Goldstein Advisors, LLC History No change 7,116 355 0.04% 0.04% 594 0 0.0% Q4 2025 Feb 10, 2026
ALTFEST L J & CO INC History Added to 7,079 353 0.04% 0.03% 595 +305 4.5% Q4 2025 Jan 23, 2026
Empower Advisory Group, LLC History Reduced 7,083 353 0.0% 0.0% 596 -152 -2.1% Q4 2025 Feb 12, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 7,015 350 0.33% — 597 +7,015 New Q4 2025 Feb 19, 2026
Meramec Financial Planners, LLC History New 6,405 349 0.14% — 599 +6,405 New Q4 2025 Feb 10, 2026
Matisse Capital History No change 7,000 349 0.16% 0.14% 598 0 0.0% Q4 2025 Jan 29, 2026
Dana Investment Advisors, Inc. History Added to 6,986 348 0.01% 0.01% 600 +605 9.48% Q4 2025 Feb 05, 2026
Seaside Wealth Management, Inc. History Added to 6,970 347 0.1% 0.09% 601 +32 0.46% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 6,873 342 0.0% 0.0% 603 +72 1.06% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Added to 6,873 342 0.02% 0.02% 602 +15 0.22% Q4 2025 Feb 04, 2026
SHUFRO ROSE & CO LLC History No change 6,838 341 0.02% 0.02% 604 0 0.0% Q4 2025 Feb 09, 2026
Wealthcare Advisory Partners LLC History Added to 6,801 339 0.01% 0.01% 605 +1,380 25.46% Q4 2025 Jan 14, 2026
Nalls Sherbakoff Group, LLC History No change 6,774 338 0.24% 0.21% 606 0 0.0% Q4 2025 Mar 12, 2026
VERITY Wealth Advisors History No change 6,771 337 0.21% 0.2% 607 0 0.0% Q4 2025 Jan 07, 2026
Tassel Capital Management, Inc. History No change 6,760 337 0.2% 0.2% 608 0 0.0% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 6,734 336 0.01% 0.01% 609 -2,949 -30.46% Q4 2025 Jan 09, 2026
GEM Asset Management, LLC History Added to 6,624 332 0.15% 0.1% 610 +1,869 39.31% Q4 2025 Jan 09, 2026
Generations Wealth, LLC History New 6,527 325 0.33% — 611 +6,527 New Q4 2025 Feb 13, 2026
Noble Family Wealth, LLC History Added to 6,505 324 0.07% 0.06% 612 +874 15.52% Q4 2025 Jan 07, 2026
Laird Norton Wetherby Trust Company, LLC History New 6,443 321 0.01% — 613 +6,443 New Q4 2025 Feb 17, 2026
WorthPointe, LLC History New 6,433 321 0.08% — 614 +6,433 New Q4 2025 Jan 26, 2026
Integras Partners LLC History Added to 6,383 318 0.26% 0.24% 615 +61 0.96% Q4 2025 Jan 29, 2026
Daytona Street Capital LLC History New 6,328 315 0.24% — 617 +6,328 New Q4 2025 Jan 21, 2026
Grant Street Asset Management, Inc. History Added to 6,320 315 0.06% 0.06% 616 +48 0.77% Q4 2025 Jan 28, 2026
Flavin Financial Services, Inc. History Added to 6,299 314 0.22% 0.18% 618 +847 15.54% Q4 2025 Feb 05, 2026
Triad Wealth Partners, LLC History Added to 6,277 313 0.03% 0.04% 619 +322 5.41% Q4 2025 Jan 22, 2026
Sowell Financial Services LLC History Added to 6,239 311 0.01% 0.01% 620 +6 0.1% Q4 2025 Jan 21, 2026
Bryn Mawr Trust Advisors, LLC History No change 6,210 309 0.01% 0.01% 621 0 0.0% Q4 2025 Feb 04, 2026
Bridgewater Advisors Inc. History Reduced 5,987 308 0.02% 0.02% 622 -513 -7.89% Q4 2025 Jan 23, 2026
Renasant Bank History Reduced 6,160 307 0.21% 0.2% 623 -580 -8.61% Q4 2025 Jan 30, 2026
Long Island Wealth Management, Inc. History No change 6,114 305 0.14% 0.14% 624 0 0.0% Q4 2025 Jan 21, 2026
Global Trust Asset Management, LLC History Reduced 6,045 301 0.12% 0.34% 625 -10,407 -63.26% Q4 2025 Jan 20, 2026
COMMERCE BANK History No change 6,021 300 0.0% 0.0% 626 0 0.0% Q4 2025 Feb 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,005 299 0.07% 0.07% 627 0 0.0% Q4 2025 Jan 20, 2026
FIDUCIARY TRUST CO History Reduced 5,924 295 0.0% 0.0% 628 -1,111 -15.79% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 5,863 292 0.03% 0.02% 629 +584 11.06% Q4 2025 Jan 26, 2026
GRANDFIELD & DODD, LLC History No change 5,856 292 0.02% 0.02% 630 0 0.0% Q4 2025 Feb 10, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 5,794 289 0.01% 0.01% 631 +1,050 22.13% Q4 2025 Feb 12, 2026
Intrua Financial, LLC History Reduced 5,795 289 0.03% 0.03% 632 -150 -2.52% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Added to 5,655 282 0.01% 0.0% 633 +3,350 145.34% Q4 2025 Jan 28, 2026
CWS Financial Advisors, LLC History New 5,651 281 0.08% — 635 +5,651 New Q4 2025 Feb 06, 2026
KDK Private Wealth Management, LLC History No change 5,641 281 0.25% 0.26% 634 0 0.0% Q4 2025 Feb 12, 2026
Atlas Private Wealth Advisors History Added to 5,631 280 0.07% 0.06% 636 +160 2.92% Q4 2025 Feb 05, 2026
Safeguard Investment Advisory Group, LLC History New 5,587 278 0.07% — 637 +5,587 New Q4 2025 Feb 13, 2026
Compass Advisory Group LLC History New 5,542 276 0.07% — 638 +5,542 New Q4 2025 Jan 21, 2026
FinDec Wealth Services, Inc. History Reduced 5,478 273 0.29% 0.27% 639 -127 -2.27% Q4 2025 Feb 09, 2026
Westmount Partners, LLC History No change 5,481 273 0.07% 0.07% 640 0 0.0% Q4 2025 Jan 15, 2026
Cogent Private Wealth, Inc. History New 5,326 265 0.2% — 641 +5,326 New Q4 2025 Feb 10, 2026
GM Advisory Group, LLC History No change 5,272 263 0.01% 0.01% 642 0 0.0% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 5,213 260 0.02% 0.02% 643 -108 -2.03% Q4 2025 Jan 05, 2026
Castleview Partners, LLC History Added to 5,157 257 0.13% 0.13% 644 +22 0.43% Q4 2025 Jan 12, 2026
Avion Wealth History No change 5,140 256 0.05% 0.05% 645 0 0.0% Q4 2025 Jan 23, 2026
Caldwell Trust Co History No change 5,130 255 0.02% 0.02% 646 0 0.0% Q4 2025 Jan 30, 2026
Granite Bay Wealth Management, LLC History No change 5,073 253 0.06% 0.06% 647 0 0.0% Q4 2025 Feb 05, 2026
Rockwood Wealth Management, LLC History Reduced 5,067 252 0.02% 0.02% 648 -556 -9.89% Q4 2025 Jan 29, 2026
DBK Financial Counsel, LLC History No change 5,045 251 0.19% 0.2% 649 0 0.0% Q4 2025 Jan 26, 2026
Balboa Wealth Partners History Reduced 4,992 249 0.04% 0.04% 650 -345 -6.46% Q4 2025 Jan 16, 2026
Leading Edge Financial Planning LLC History No change 4,966 247 0.06% 0.06% 651 0 0.0% Q4 2025 Jan 21, 2026
Cadence Bank History Reduced 4,941 246 0.01% 0.01% 652 -51 -1.02% Q4 2025 Jan 30, 2026
Andina Capital Management, LLC History No change 4,941 246 0.15% 0.13% 653 0 0.0% Q4 2025 Feb 12, 2026
Orion Capital Management LLC History Reduced 4,928 245 0.08% 0.08% 654 -129 -2.55% Q4 2025 Feb 03, 2026
O'Brien Wealth Partners LLC History New 4,882 243 0.03% — 655 +4,882 New Q4 2025 Jan 22, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 4,859 242 0.09% — 656 +4,859 New Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 4,838 241 0.0% 0.0% 657 -186 -3.7% Q4 2025 Feb 09, 2026
Ellis Investment Partners, LLC History New 4,788 238 0.04% — 659 +4,788 New Q4 2025 Feb 02, 2026
Jacobi Capital Management LLC History Added to 4,783 238 0.01% 0.01% 658 +9 0.19% Q4 2025 Feb 13, 2026
Liberty Capital Management, Inc. History No change 4,731 236 0.04% 0.04% 660 0 0.0% Q4 2025 Jan 26, 2026
Bell Bank History No change 4,646 231 0.01% 0.01% 661 0 0.0% Q4 2025 Jan 14, 2026
Facet Wealth, Inc. History New 4,310 228 0.0% — 662 +4,310 New Q4 2025 Jan 29, 2026
Citrine Capital LLC History No change 4,548 226 0.1% 0.1% 663 0 0.0% Q4 2025 Jan 20, 2026
Caprock Group, LLC History New 4,494 224 0.0% — 664 +4,494 New Q4 2025 Jan 28, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,509 224 0.01% 0.01% 666 -1,209 -21.14% Q4 2025 Feb 13, 2026
Exit Wealth Advisors, LLC. History Added to 4,490 224 0.13% 0.14% 668 +34 0.76% Q4 2025 Feb 10, 2026
Roble, Belko & Company, Inc History No change 4,489 224 0.03% 0.03% 665 0 0.0% Q4 2025 Jan 12, 2026
Clarity Wealth Development LLC History No change 4,507 224 0.19% 0.19% 667 0 0.0% Q4 2025 Feb 11, 2026
Canal Capital Management, LLC History No change 4,468 222 0.03% 0.03% 669 0 0.0% Q4 2025 Jan 06, 2026
Heritage Investment Group, Inc. History Reduced 4,438 221 0.03% 0.04% 671 -1,129 -20.28% Q4 2025 Jan 30, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 4,433 221 0.06% 0.06% 670 +2 0.05% Q4 2025 Jan 08, 2026
Towneley Capital Management, Inc / DE History New 4,366 217 0.05% — 673 +4,366 New Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History No change 4,363 217 0.0% 0.0% 672 0 0.0% Q4 2025 Feb 02, 2026
Blue Trust, Inc. History Added to 4,344 216 0.0% 0.0% 674 +576 15.29% Q4 2025 Jan 16, 2026
SIGNATUREFD, LLC History Added to 4,293 214 0.0% 0.0% 675 +254 6.29% Q4 2025 Jan 20, 2026
VestGen Advisors, LLC History New 4,273 213 0.01% — 676 +4,273 New Q4 2025 Feb 17, 2026
Summit Wealth Group, LLC History New 4,252 212 0.05% — 677 +4,252 New Q4 2025 Feb 06, 2026
SCRATCH CAPITAL LLC History New 4,208 209 0.14% — 679 +4,208 New Q4 2025 Jan 13, 2026
Busey Bank History New 4,203 209 0.01% — 678 +4,203 New Q4 2025 Jan 27, 2026
Rinkey Investments History New 4,147 206 0.05% — 681 +4,147 New Q4 2025 Feb 04, 2026
NAPLES GLOBAL ADVISORS, LLC History New 4,129 206 0.02% — 680 +4,129 New Q4 2025 Feb 04, 2026
Ameritas Investment Partners, Inc. History Added to 4,113 205 0.01% 0.01% 682 +31 0.76% Q4 2025 Feb 11, 2026
Everhart Financial Group, Inc. History New 4,052 202 0.02% — 684 +4,052 New Q4 2025 Jan 07, 2026
Physician Wealth Advisors, Inc. History Reduced 4,050 202 0.03% 0.03% 683 -242 -5.64% Q4 2025 Jan 29, 2026
MARINO, STRAM & ASSOCIATES LLC History New 4,047 201 0.04% — 685 +4,047 New Q4 2025 Jan 16, 2026
Foundry Financial LLC History New 4,017 200 0.11% — 686 +4,017 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 3,908 195 0.0% 0.0% 687 +3,763 2595.17% Q4 2025 Feb 17, 2026
Concord Wealth Partners History Added to 3,450 172 0.02% 0.02% 688 +211 6.51% Q4 2025 Jan 29, 2026
McIlrath & Eck, LLC History Reduced 3,420 170 0.02% 0.02% 689 -122 -3.44% Q4 2025 Feb 03, 2026
Sage Mountain Advisors LLC History No change 3,329 166 0.01% 0.01% 690 0 0.0% Q4 2025 Jan 23, 2026
FRANKLIN RESOURCES INC History Added to 3,320 165 0.0% 0.0% 691 +25 0.76% Q4 2025 Feb 11, 2026
True Wealth Design, LLC History No change 3,097 154 0.05% 0.04% 692 0 0.0% Q4 2025 Jan 08, 2026
TFC Financial Management, Inc. History Added to 3,034 151 0.02% 0.02% 693 +23 0.76% Q4 2025 Jan 23, 2026
SITTNER & NELSON, LLC History No change 2,760 150 0.05% 0.05% 694 0 0.0% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History New 2,895 144 0.01% — 695 +2,895 New Q4 2025 Jan 27, 2026
BOKF, NA History Reduced 2,812 140 0.0% 0.0% 696 -1 -0.04% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History No change 2,543 126 0.0% 0.0% 697 0 0.0% Q4 2025 Feb 09, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 2,380 118 0.06% 0.05% 698 +36 1.54% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 2,363 117 0.0% 0.0% 699 -74 -3.04% Q4 2025 Jan 23, 2026
Dogwood Wealth Management LLC History Added to 2,327 116 0.05% 0.05% 700 +6 0.26% Q4 2025 Feb 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,248 112 0.0% 0.0% 701 0 0.0% Q4 2025 Jan 22, 2026
Pinnacle Bancorp, Inc. History Reduced 2,229 111 0.03% 0.03% 702 -30 -1.33% Q4 2025 Jan 22, 2026
Wilmington Savings Fund Society, FSB History No change 2,224 110 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 12, 2026
Reyes Financial Architecture, Inc. History Reduced 2,184 108 0.07% 0.1% 704 -879 -28.7% Q4 2025 Jan 26, 2026
Measured Wealth Private Client Group, LLC History Added to 2,081 103 0.03% 0.03% 705 +21 1.02% Q4 2025 Feb 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,963 97 0.01% 0.01% 706 0 0.0% Q4 2025 Jan 14, 2026
American Capital Advisory, LLC History No change 1,908 95 0.04% 0.04% 707 0 0.0% Q4 2025 Jan 30, 2026
Retirement Wealth Solutions LLC History No change 1,849 92 0.06% 0.06% 708 0 0.0% Q4 2025 Jan 07, 2026
Arax Advisory Partners History New 1,786 89 0.0% — 709 +1,786 New Q4 2025 Feb 13, 2026
Motiv8 Investments LLC History New 1,733 86 0.05% — 710 +1,733 New Q4 2025 Feb 13, 2026
Pacific Center for Financial Services History No change 1,852 85 0.02% 0.02% 711 0 0.0% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History No change 1,723 85 0.02% 0.02% 712 0 0.0% Q4 2025 Jan 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,659 83 0.0% 0.0% 713 -190 -10.28% Q4 2025 Jan 26, 2026
DecisionPoint Financial, LLC History Added to 1,622 80 0.02% 0.02% 714 +12 0.75% Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 1,496 74 0.06% — 715 +1,496 New Q4 2025 Feb 10, 2026
SYM FINANCIAL Corp History Added to 1,444 72 0.01% 0.01% 716 +276 23.63% Q4 2025 Feb 13, 2026
CX Institutional History Added to 1,445 72 0.0% 0.0% 717 +11 0.77% Q4 2025 Feb 02, 2026
MOTCO History No change 1,437 71 0.01% 0.01% 718 0 0.0% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History No change 1,423 71 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 21, 2026
Paladin Advisory Group, LLC History No change 1,335 66 0.05% 0.05% 720 0 0.0% Q4 2025 Jan 21, 2026
FIRST COMMUNITY TRUST NA History Reduced 1,287 64 0.05% 0.05% 721 -27 -2.05% Q4 2025 Jan 16, 2026
Russell Investments Group, Ltd. History Added to 1,230 61 0.0% 0.0% 723 +313 34.13% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,230 61 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 07, 2026
Dunhill Financial, LLC History New 1,200 59 0.01% — 724 +1,200 New Q4 2025 Jan 29, 2026
Operose Advisors LLC History Added to 1,170 58 0.01% 0.0% 725 +927 381.48% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,064 53 0.0% — 726 +1,064 New Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 1,056 52 0.0% 0.0% 727 +605 134.15% Q4 2025 Feb 02, 2026
Glen Eagle Advisors, LLC History No change 1,050 52 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History No change 1,016 50 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 09, 2026
Bogart Wealth, LLC History Added to 993 49 0.0% 0.0% 730 +4 0.4% Q4 2025 Jan 30, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,000 49 0.02% 0.02% 731 0 0.0% Q4 2025 Feb 06, 2026
Prudent Man Investment Management, Inc. History No change 970 48 0.02% 0.02% 732 0 0.0% Q4 2025 Feb 12, 2026
PROSPERITY BANCSHARES INC History New 942 47 0.04% — 733 +942 New Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History No change 891 45 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 21, 2026
Private Wealth Management Group, LLC History No change 904 45 0.01% 0.01% 735 0 0.0% Q4 2025 Jan 23, 2026
Clarity Asset Management, Inc. History New 899 44 0.02% — 736 +899 New Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Added to 731 36 0.0% 0.0% 737 +5 0.69% Q4 2025 Jan 26, 2026
Redwood Park Advisors LLC History Added to 705 35 0.02% 0.02% 738 +5 0.71% Q4 2025 Feb 17, 2026
IFC & Insurance Marketing, Inc. History New 681 34 0.03% — 740 +681 New Q4 2025 Feb 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 692 34 0.01% 0.01% 739 +257 59.08% Q4 2025 Feb 09, 2026
West Financial Advisors, LLC History No change 666 33 0.01% 0.0% 741 0 0.0% Q4 2025 Jan 13, 2026
Evolution Advisers, Inc. History New 659 32 0.01% — 742 +659 New Q4 2025 Jan 23, 2026
MGB Wealth Management, LLC History Added to 605 30 0.01% 0.01% 744 +205 51.25% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 615 30 0.0% 0.0% 743 0 0.0% Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 576 28 0.01% 0.0% 745 0 0.0% Q4 2025 Feb 09, 2026
BARRETT & COMPANY, INC. History No change 549 27 0.01% 0.01% 746 0 0.0% Q4 2025 Jan 28, 2026
Transce3nd, LLC History No change 512 27 0.22% — 747 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Reduced 473 25 0.0% 0.01% 748 -332 -41.24% Q4 2025 Feb 02, 2026
1620 INVESTMENT ADVISORS, INC. History No change 520 25 0.02% 0.02% 749 0 0.0% Q4 2025 Feb 05, 2026
GHP Investment Advisors, Inc. History New 500 24 0.0% — 750 +500 New Q4 2025 Jan 27, 2026
Abound Wealth Management History New 454 22 0.01% — 751 +454 New Q4 2025 Jan 12, 2026
Greenline Wealth Management LLC History New 428 21 0.02% — 753 +428 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 420 21 0.0% 0.0% 752 0 0.0% Q4 2025 Feb 05, 2026
GODSEY & GIBB, INC History No change 401 20 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 27, 2026
GAMMA Investing LLC History No change 388 19 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 05, 2026
ROTHSCHILD INVESTMENT LLC History New 379 18 0.0% — 756 +379 New Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 368 18 0.0% 0.0% 757 0 0.0% Q4 2025 Feb 09, 2026
Providence Capital Advisors, LLC History No change 374 18 0.0% 0.0% 758 0 0.0% Q4 2025 Feb 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 345 17 0.01% — 760 +345 New Q4 2025 Mar 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 348 17 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 12, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 330 16 0.01% 0.05% 761 -1,364 -80.52% Q4 2025 Feb 02, 2026
HOWE & RUSLING INC History No change 313 15 0.0% 0.0% 762 0 0.0% Q4 2025 Feb 17, 2026
Signature Resources Capital Management, LLC History No change 303 15 0.01% 0.01% 763 0 0.0% Q4 2025 Jan 21, 2026
HHM Wealth Advisors, LLC History No change 279 13 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 22, 2026
TRUST CO OF TOLEDO NA /OH/ History New 256 12 0.0% — 765 +256 New Q4 2025 Jan 20, 2026
Timmons Wealth Management, LLC History New 235 11 0.01% — 767 +235 New Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 233 11 0.0% — 766 +226 3228.57% Q4 2025 Feb 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 183 9 0.0% 0.01% 769 -2,900 -94.06% Q4 2025 Feb 13, 2026
CITIGROUP INC History New 183 9 0.0% — 768 +183 New Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History No change 193 9 0.0% 0.0% 770 0 0.0% Q4 2025 Jan 02, 2026
Hara Capital LLC History No change 200 9 0.01% 0.01% 771 0 0.0% Q4 2025 Jan 15, 2026
Glassman Wealth Services History No change 167 8 0.0% 0.0% 772 0 0.0% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 141 7 0.0% 0.0% 773 0 0.0% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History No change 143 7 0.0% 0.0% 774 0 0.0% Q4 2025 Jan 20, 2026
Archer Investment Corp History No change 153 7 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 30, 2026
Cape Investment Advisory, Inc. History No change 150 7 0.0% 0.01% 776 0 0.0% Q4 2025 Feb 17, 2026
Breakwater Investment Management History No change 145 7 0.0% 0.0% 777 0 0.0% Q4 2025 Feb 02, 2026
Truvestments Capital LLC History Added to 103 5 0.0% 0.0% 778 +1 0.98% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 99 4 0.0% — 779 +99 New Q4 2025 Feb 17, 2026
Merrithew & Thorsten Inc History New 93 4 0.0% — 780 +93 New Q4 2025 Feb 03, 2026
IMG Wealth Management, Inc. History New 66 3 0.0% — 781 +66 New Q4 2025 Feb 05, 2026
Strive Financial Group ,LLC History New 63 3 0.0% — 783 +63 New Q4 2025 Feb 18, 2026
Millstone Evans Group, LLC History No change 64 3 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 02, 2026
Signature Equity Partners, LLC History New 54 2 0.0% — 785 +54 New Q4 2025 Feb 17, 2026
Vermillion Wealth Management, Inc. History No change 44 2 0.0% 0.0% 784 0 0.0% Q4 2025 Feb 11, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.28% — -1,542,252 -100.0% Q3 2025 Nov 10, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 4.45% — -203,479 -100.0% Q3 2025 Nov 17, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -194,911 -100.0% Q3 2025 Nov 14, 2025
Yeomans Consulting Group, Inc. History Closed out 0 0 — 3.09% — -193,749 -100.0% Q3 2025 Oct 16, 2025
Kingsview Wealth Management, LLC History Closed out 0 0 — 0.09% — -128,724 -100.0% Q3 2025 Nov 12, 2025
Global Assets Advisory, LLC History Closed out 0 0 — 0.48% — -35,214 -100.0% Q3 2025 Oct 31, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.5% — -28,249 -100.0% Q3 2025 Oct 21, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.13% — -24,435 -100.0% Q3 2025 Oct 24, 2025
Tandem Financial, LLC History Closed out 0 0 — 0.29% — -17,194 -100.0% Q3 2025 Oct 31, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.1% — -12,500 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -11,706 -100.0% Q3 2025 Oct 14, 2025
Tarbox Family Office, Inc. History Closed out 0 0 — 0.08% — -11,547 -100.0% Q3 2025 Oct 24, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -8,634 -100.0% Q3 2025 Nov 14, 2025
Arlington Financial Advisors, LLC History Closed out 0 0 — 0.06% — -8,363 -100.0% Q3 2025 Oct 10, 2025
Quantum Financial Advisors, LLC History Closed out 0 0 — 0.03% — -6,221 -100.0% Q3 2025 Oct 08, 2025